Civic Intelligence

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

990PF • Fiscal year 2020 • EIN 36-7511143

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 28, 2021

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

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

20th percentile

-30%

Higher net margin than 20% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

50th percentile

1.3%

Faster asset growth than 50% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

70th percentile

5.1%

Faster revenue growth than 70% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$296,764

Up $3,946 (+1.3%) from 2019

Net Assets

Up

$296,764

Up $3,946 (+1.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$25,733

Up $1,256 (+5.1%) from 2019

Expenses

Up

$33,432

Up $2,307 (+7.4%) from 2019

Net Income

Down

-$7,699

Down $1,051 (-16%) from 2019

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

2020

Assets$296,764
Liabilities$0
Net Assets$296,764

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

2020

Revenue$25,733
Expenses$33,432
Net Income-$7,699
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 28, 2021
Return Version
2020v4.0
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
2021-04-28
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
3104073350
Raw XML Appendix260 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/AssetDesc0COLUMBIA CONTRARIAN CORE FUND
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt08803
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0223
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt011868
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0296987
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt013476
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt013631
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0155
IRS990PF/FMVAssetsEOYAmt0296764
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0292818
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt025112
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0251656
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04152
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt013631
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0272616
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0276768
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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
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt017548
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt090800
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031900
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt018424
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0223
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INCOME TAXES
OtherIncreasesSchedule/OtherIncreasesDetail/Amt011868
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MARKET ADJUSTMENT
TaxesSchedule/TaxesDetail/Amt072
TaxesSchedule/TaxesDetail/Amt135
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAXES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MOREY LEVOVITZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03104229230
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MOREY LEVOVITZ CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MORE
ReturnHeader/Filer/EIN0367511143
ReturnHeader/Filer/PhoneNum03104229230
ReturnHeader/Filer/USAddress/AddressLine1Txt02905 SOLAMERE DRIVE
ReturnHeader/Filer/USAddress/CityNm0PARK CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd084060
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0954081192
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ISAAC BLUMBERG CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011400 W OLYMPIC BLVD STE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090064
ReturnHeader/PreparerPersonGrp/PhoneNum03104073350
ReturnHeader/PreparerPersonGrp/PreparationDt02021-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ISAAC BLUMBERG
ReturnHeader/ReturnTs02021-05-10T07:43:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MOREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEVOVITZ
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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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