Civic Intelligence

The Levitt Foundation

EIN 42-6052427 • Potomac, MD

7811 Montrose Road No 420Potomac, MD 20854
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

24th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

$5M-$10M nonprofits • Source year 2024

Net Margin

39th percentile

0.6%

Higher net margin than 39% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

$5M-$10M nonprofits • Source year 2024

Asset Growth

36th percentile

0.1%

Faster asset growth than 36% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

92nd percentile

192%

Faster revenue growth than 92% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,209,151

Up $7,698 (+0.1%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$7,209,151

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue25th percentileNet Margin39th percentile

Revenue

Up

$1,336,067

Up $878,611 (+192%) from 2023

Expenses

Down

$1,328,369

Down $214,801 (-14%) from 2023

Net Income

Up

$7,698

Up $1,093,412 (+101%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $4,049,324Liabilities 2011: $02011Assets 2012: $3,899,933Liabilities 2012: $02012Assets 2013: $3,955,659Liabilities 2013: $02013Assets 2014: $3,401,638Liabilities 2014: $02014Assets 2015: $4,518,117Liabilities 2015: $02015Assets 2019: $8,770,326Liabilities 2019: $02019Assets 2020: $7,542,104Liabilities 2020: $0Net Assets 2020: $7,542,1042020Assets 2021: $9,095,253Liabilities 2021: $12021Assets 2022: $8,383,170Liabilities 2022: $12022Assets 2023: $7,201,453Liabilities 2023: $12023Assets 2024: $7,209,151Liabilities 2024: $0Net Assets 2024: $7,209,1512024

Highlighted filing

2024

Assets$7,209,151
Liabilities$0
Net Assets$7,209,151
Open 2024 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $279,873Expenses 2011: $1,312,615Net Income 2011: -$1,032,7422011Revenue 2012: $543,005Expenses 2012: $744,844Net Income 2012: -$201,8392012Revenue 2013: $1,053,132Expenses 2013: $1,003,569Net Income 2013: $49,5632013Revenue 2014: $640,351Expenses 2014: $663,277Net Income 2014: -$22,9262014Revenue 2015: $2,167,420Expenses 2015: $1,056,174Net Income 2015: $1,111,2462015Revenue 2019: $173,545Expenses 2019: $1,043,732Net Income 2019: -$870,1872019Revenue 2020: $722,159Expenses 2020: $1,950,386Net Income 2020: -$1,228,2272020Revenue 2021: $2,400,435Expenses 2021: $847,286Net Income 2021: $1,553,1492021Revenue 2022: $175,289Expenses 2022: $887,372Net Income 2022: -$712,0832022Revenue 2023: $457,456Expenses 2023: $1,543,170Net Income 2023: -$1,085,7142023Revenue 2024: $1,336,067Expenses 2024: $1,328,369Net Income 2024: $7,6982024

Highlighted filing

2024

Revenue$1,336,067
Expenses$1,328,369
Net Income$7,698
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$7,209,151
Liabilities
$0
Net assets
$7,209,151
Revenue
$1,336,067
Expenses
$1,328,369
Net income
$7,698
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.21$0.00$7.21$1.34$1.33$0.01
2023Summary only. Only limited summary data is available for this year.$7.20$0.00$0.46$1.54$1.09
2022Summary only. Only limited summary data is available for this year.$8.38$0.00$0.18$0.89$0.71
2021Summary only. Only limited summary data is available for this year.$9.10$0.00$2.40$0.85$1.55
2020Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$0.72$1.95$1.23
2019Summary only. Only limited summary data is available for this year.$8.77$0.00$0.17$1.04$0.87
2015Summary only. Only limited summary data is available for this year.$4.52$0.00$2.17$1.06$1.11
2014Summary only. Only limited summary data is available for this year.$3.40$0.00$0.64$0.66$0.02
2013Summary only. Only limited summary data is available for this year.$3.96$0.00$1.05$1.00$0.05
2012Summary only. Only limited summary data is available for this year.$3.90$0.00$0.54$0.74$0.20
2011Summary only. Only limited summary data is available for this year.$4.05$0.00$0.28$1.31$1.03
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEANNE LEVITTSecretary-$0--
RANDALL LEVITTPresident/Treasurer-$0--
MARK LEVITTVice President/Asst. Secre-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE SCHEDULE 1 ATTACHEDSEE ATTACHMENT 1SEE ATTACHMENT 1POTOMAC, MD, US$1,915,400
Filing and Contact Details

Filer

Filer Name
The Levitt Foundation
EIN
42-6052427
Phone
3018815950
Address
7811 MONTROSE ROAD NO 420, POTOMAC, MD 20854

Signing Officer

Name
Randall Levitt
Title
Vice President/asst Secretary
Phone
3018815950
Signed
2021-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Acadia Family Office LLC
Address
EXEC PLZ 1 11350 MCCORMICK RD STE, 702, HUNT VALLEY, MD 21031
Preparer
Joshua N Morgenstern CPA
Phone
4105952266
Raw XML Appendix359 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.

Path#Value
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0NELLIS CORPORATION
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt07811 MONTROSE ROAD 420
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0POTOMAC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd020854
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1MD
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03018815950
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JEANNE LEVITT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01915400
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0SEE ATTACHMENT 1
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01915400
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0402959
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0402959
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0543601
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0123859
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0595046
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0621666
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0799596
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0799596
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt03399188
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01515016
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0543601
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0123859
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0595046
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0621666
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01917975
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01515016
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04198784
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02683768
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0RANDALL J LEVITT
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd020854
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0625000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0323576
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt15
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ARTWORK
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1ACCRUED INCOME
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0323576
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt08500000
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FOREIGN TAXES PAID ON DIVIDENDS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ART STORAGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02157
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02157
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt05
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ACCRUED INCOME
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt028504
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1175
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt028504
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1175
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDALL LEVITT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT/ASST SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum03018815950
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LEVITT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEVI
ReturnHeader/Filer/EIN0426052427
ReturnHeader/Filer/PhoneNum03018815950
ReturnHeader/Filer/USAddress/AddressLine1Txt07811 MONTROSE ROAD NO 420
ReturnHeader/Filer/USAddress/CityNm0POTOMAC
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd020854
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0813141084
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ACADIA FAMILY OFFICE LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0EXEC PLZ 1 11350 MCCORMICK RD STE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt0702
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUNT VALLEY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021031
ReturnHeader/PreparerPersonGrp/PhoneNum04105952266
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOSHUA N MORGENSTERN CPA
ReturnHeader/ReturnTs02021-11-15T11:54:13-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RANDALL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LEVITT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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