Civic Intelligence

Morey and Debbie Levovitz Chrtbl Fndtn -Nonexempt Sec 4947A1 Tr-

990PF • Fiscal year 2019 • EIN 36-7511143

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 29, 2020

2905 Solamere DrivePark City, UT 84060

(310) 422-9230

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

16th percentile

-27%

Higher net margin than 16% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

69th percentile

13%

Faster asset growth than 69% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

23rd percentile

-21%

Faster revenue growth than 23% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$292,818

Up $33,339 (+13%) from 2018

Net Assets

Up

$292,818

Up $33,339 (+13%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$24,477

Down $6,702 (-21%) from 2018

Expenses

Down

$31,125

Down $2,774 (-8.2%) from 2018

Net Income

Down

-$6,648

Down $3,928 (-144%) from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2010: $147,086Liabilities 2010: $0Net Assets 2010: $147,0862010Assets 2011: $133,922Liabilities 2011: $0Net Assets 2011: $133,9222011Assets 2012: $265,399Liabilities 2012: $0Net Assets 2012: $265,3992012Assets 2013: $353,574Liabilities 2013: $0Net Assets 2013: $353,5742013Assets 2015: $281,449Liabilities 2015: $0Net Assets 2015: $281,4492015Assets 2016: $355,398Liabilities 2016: $0Net Assets 2016: $355,3982016Assets 2017: $313,735Liabilities 2017: $0Net Assets 2017: $313,7352017Assets 2018: $259,479Liabilities 2018: $0Net Assets 2018: $259,4792018Assets 2019: $292,818Liabilities 2019: $0Net Assets 2019: $292,8182019Assets 2020: $296,764Liabilities 2020: $0Net Assets 2020: $296,7642020Assets 2021: $250,197Liabilities 2021: $0Net Assets 2021: $250,1972021Assets 2022: $196,235Liabilities 2022: $0Net Assets 2022: $196,2352022Assets 2023: $178,010Liabilities 2023: $0Net Assets 2023: $178,0102023Assets 2024: $86,609Liabilities 2024: $0Net Assets 2024: $86,6092024

Highlighted filing

2019

Assets$292,818
Liabilities$0
Net Assets$292,818

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KExpenses 2010: $29,1702010Expenses 2011: $13,1642011Expenses 2012: $18,5232012Revenue 2013: $100,000Expenses 2013: $11,825Net Income 2013: $88,1752013Revenue 2015: $16,341Expenses 2015: $30,954Net Income 2015: -$14,6132015Revenue 2016: $98,246Expenses 2016: $65,229Net Income 2016: $33,0172016Revenue 2017: $22,363Expenses 2017: $110,981Net Income 2017: -$88,6182017Revenue 2018: $31,179Expenses 2018: $33,899Net Income 2018: -$2,7202018Revenue 2019: $24,477Expenses 2019: $31,125Net Income 2019: -$6,6482019Revenue 2020: $25,733Expenses 2020: $33,432Net Income 2020: -$7,6992020Revenue 2021: $19,286Expenses 2021: $90,000Net Income 2021: -$70,7142021Revenue 2022: $19,459Expenses 2022: $16,733Net Income 2022: $2,7262022Revenue 2023: $26,326Expenses 2023: $52,155Net Income 2023: -$25,8292023Revenue 2024: $35,334Expenses 2024: $112,392Net Income 2024: -$77,0582024

Highlighted filing

2019

Revenue$24,477
Expenses$31,125
Net Income-$6,648
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 29, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MOREY LEVOVITZTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Morey Levovitz Charitable
EIN
36-7511143
Phone
3104229230
Address
2905 SOLAMERE DRIVE, PARK CITY, UT 84060

Signing Officer

Name
Morey Levovitz
Title
Trustee
Phone
3104229230
Signed
2020-06-29
Discuss with paid preparer
Yes

Preparer

Firm
Isaac Blumberg Cpas
Address
11400 W OLYMPIC BLVD STE 700, LOS ANGELES, CA 90064
Preparer
Isaac Blumberg
Phone
3105511925
Raw XML AppendixShowing 400 of 554 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt122019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt132019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt142019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt152019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt162019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt172019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt182019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt192019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt202019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt212019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt222019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt232019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt242019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt252019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt262019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt272019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt282019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt292019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt302019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt312019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt322019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt332019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt342019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt352019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt362019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt372019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt382019-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-1
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-189
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-54
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3-3
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt543
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt63
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt7657
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt8122
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt9-621
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt10-6
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt11-8
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt12-48
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2036
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2155
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt227
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2320
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2589
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3642
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt37474
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0267717
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt029400
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0340
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt011478
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt024477
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01725
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt08790
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-6648
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0485
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt040472
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0293303
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0259479
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0292818
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt012920
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt012920
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt012920
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt013143
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0223
IRS990PF/DistributableAmountGrp/TotalTaxAmt0223
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0223
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0223
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0223
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0223
IRS990PF/FMVAssetsEOYAmt0292818
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt026372
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt025101
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt025101
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0233107
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0267717
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0267717
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0259479
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0292818
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0259479
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0292818
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0292818
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0259479
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0292818
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0259479
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0292818
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0266857
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt020008
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0246849
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04003
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt013143
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0262854
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0266857
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MOREY LEVOVITZ
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0PARK CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0UT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd084060
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt042680
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt042791
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt032350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0108636
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt064862
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt030000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt040000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.162371
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.105812
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.299042
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.190781
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.100088
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.116134
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0111
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0262854
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0305730
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0363280
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0339981
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0299735
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0344431
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt029400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.811857
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt029400
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt029400
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt029400
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.35$1.12$0.77
2023Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.26$0.52$0.26
2022Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.19$0.17$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.19$0.90$0.71
2020Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.26$0.33$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$0.24$0.31$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.31$0.34$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.22$1.11$0.89
2016Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.98$0.65$0.33
2015Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.16$0.31$0.15
2013Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$1.00$0.12$0.88
2012Detailed filing. Detailed filing data is available for this year.$2.65$0.00$2.65$0.19
2011Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.13
2010Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.29