Civic Intelligence

Bertram J Levey Foundation Inc.

EIN 46-4498066 • Mandeville, LA

Pub. 78 Eligible990-N Coverage
2900 E Causeway Approach DMandeville, LA 70448
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

37th percentile

-0.5%

Higher net margin than 37% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

61st percentile

6.2%

Faster asset growth than 61% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

11%

Faster revenue growth than 53% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,904,055

Up $111,398 (+6.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,904,055

Up $111,398 (+6.2%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin37th percentile

Revenue

Up

$98,504

Up $9,476 (+11%) from 2023

Expenses

Down

$98,953

Down $222 (-0.2%) from 2023

Net Income

Up

-$449

Up $9,698 (+96%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2014: $1Liabilities 2014: $02014Assets 2015: $1Liabilities 2015: $02015Assets 2019: $1Liabilities 2019: $02019Assets 2020: $1Liabilities 2020: $1Net Assets 2020: $02020Assets 2021: $1Liabilities 2021: $1Net Assets 2021: $02021Assets 2022: $1,695,029Liabilities 2022: $1Net Assets 2022: $1,695,0292022Assets 2023: $1,792,657Liabilities 2023: $0Net Assets 2023: $1,792,6572023Assets 2024: $1,904,055Liabilities 2024: $0Net Assets 2024: $1,904,0552024

Highlighted filing

2024

Assets$1,904,055
Liabilities$0
Net Assets$1,904,055
Open 2024 Filing

Operations Trend

Revenue Growth53rd percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2014: $1Expenses 2014: $0Net Income 2014: $12014Revenue 2015: $1Expenses 2015: $0Net Income 2015: $12015Revenue 2019: $1Expenses 2019: $0Net Income 2019: $12019Revenue 2020: $1Expenses 2020: $0Net Income 2020: $12020Revenue 2021: $1Expenses 2021: $0Net Income 2021: $12021Revenue 2022: $169,464Expenses 2022: $66,773Net Income 2022: $102,6912022Revenue 2023: $89,028Expenses 2023: $99,175Net Income 2023: -$10,1472023Revenue 2024: $98,504Expenses 2024: $98,953Net Income 2024: -$4492024

Highlighted filing

2024

Revenue$98,504
Expenses$98,953
Net Income-$449
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,904,055
Liabilities
$0
Net assets
$1,904,055
Revenue
$98,504
Expenses
$98,953
Net income
-$449
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.10$0.10$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.09$0.10$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.17$0.07$0.10
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2019Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2014Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paul D ReesDirector-$0--
Filing and Contact Details

Filer

Filer Name
Bertram J Levey Foundation Inc
EIN
46-4498066
Phone
9856741443
Address
2900 E Causeway Approach D, Mandeville, LA 70448

Signing Officer

Name
Paul D Rees
Title
Director
Signed
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Weiler and Rees LLC
Address
2900 East Causeway Approach Suite D, Mandeville, LA 70448
Preparer
Laura Horne
Phone
9856741443
Raw XML Appendix230 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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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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