Civic Intelligence

John D and Sally S Levy Charitable

990PF • Fiscal year 2021 • EIN 43-1461622

Sep 01, 2020 to Aug 31, 2021 • Filed on Dec 01, 2021

Organization Profile
1849 Bridlebrook LaneKirkwood, MO 63122

(314) 966-5160

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

96th percentile

89%

Higher net margin than 96% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

82nd percentile

30%

Faster asset growth than 82% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

73rd percentile

55%

Faster revenue growth than 73% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,331,291

Up $544,847 (+30%) from 2020

Net Assets

Up

$2,331,291

Up $544,847 (+30%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin96th percentile

Revenue

Up

$82,164

Up $28,986 (+55%) from 2020

Expenses

Down

$9,013

Down $78,259 (-90%) from 2020

Net Income

Up

$73,151

Up $107,245 (+315%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,462,339Liabilities 2011: $02011Assets 2012: $1,583,465Liabilities 2012: $02012Assets 2013: $1,830,439Liabilities 2013: $02013Assets 2014: $2,106,460Liabilities 2014: $02014Assets 2015: $1,966,885Liabilities 2015: $02015Assets 2016: $1,910,063Liabilities 2016: $02016Assets 2019: $1,809,424Liabilities 2019: $02019Assets 2020: $1,786,444Liabilities 2020: $0Net Assets 2020: $1,786,4442020Assets 2021: $2,331,291Liabilities 2021: $0Net Assets 2021: $2,331,2912021Assets 2022: $2,496,066Liabilities 2022: $0Net Assets 2022: $2,496,0662022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2021

Assets$2,331,291
Liabilities$0
Net Assets$2,331,291
Open 2021 Filing

Operations Trend

Revenue Growth73rd percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $52,584Expenses 2011: $56,282Net Income 2011: -$3,6982011Revenue 2012: $38,050Expenses 2012: $13,415Net Income 2012: $24,6352012Revenue 2013: $60,394Expenses 2013: $32,032Net Income 2013: $28,3622013Revenue 2014: $141,783Expenses 2014: $100,298Net Income 2014: $41,4852014Revenue 2015: $116,212Expenses 2015: $38,515Net Income 2015: $77,6972015Revenue 2016: $209,982Expenses 2016: $113,160Net Income 2016: $96,8222016Revenue 2019: $143,578Expenses 2019: $97,541Net Income 2019: $46,0372019Revenue 2020: $53,178Expenses 2020: $87,272Net Income 2020: -$34,0942020Revenue 2021: $82,164Expenses 2021: $9,013Net Income 2021: $73,1512021Revenue 2022: $743,596Expenses 2022: $283,726Net Income 2022: $459,8702022Revenue 2023: $610,953Expenses 2023: $3,107,019Net Income 2023: -$2,496,0662023

Highlighted filing

2021

Revenue$82,164
Expenses$9,013
Net Income$73,151
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2020 to Aug 31, 2021
Signed
Dec 1, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SALLY S LEVYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
John D and Sally S Levy Charitable
EIN
43-1461622
Phone
3149665160
Address
1849 BRIDLEBROOK LANE, KIRKWOOD, MO 63122

Signing Officer

Name
Sally Levy
Title
Trustee
Phone
3149665160
Signed
2021-12-01
Discuss with paid preparer
Yes

Preparer

Firm
Rubinbrown Llp
Address
ONE NORTH BRENTWOOD, SAINT LOUIS, MO 63105
Preparer
Jason M Uetrecht
Phone
3142903300
Raw XML Appendix291 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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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2DFA US MICRO CAP PRTF INSTL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13655 OLIVE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ST LOUIS
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0101118
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt04128
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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07203
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,331,291
Liabilities
$0
Net assets
$2,331,291
Revenue
$82,164
Expenses
$9,013
Net income
$73,151
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.61$3.11$2.50
2022Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.74$0.28$0.46
2021Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.08$0.01$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.05$0.09$0.03
2019Summary only. Only limited summary data is available for this year.$1.81$0.00$0.14$0.10$0.05
2016Summary only. Only limited summary data is available for this year.$1.91$0.00$0.21$0.11$0.10
2015Summary only. Only limited summary data is available for this year.$1.97$0.00$0.12$0.04$0.08
2014Summary only. Only limited summary data is available for this year.$2.11$0.00$0.14$0.10$0.04
2013Summary only. Only limited summary data is available for this year.$1.83$0.00$0.06$0.03$0.03
2012Summary only. Only limited summary data is available for this year.$1.58$0.00$0.04$0.01$0.02
2011Summary only. Only limited summary data is available for this year.$1.46$0.00$0.05$0.06$0.00