Civic Intelligence

William & Rosalie Levy Foundation

EIN 47-2774859 • West Chester, PA

116 Pendula CourtWest Chester, PA 19380
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

11th percentile

-108%

Higher net margin than 11% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$2,500

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 22.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

59th percentile

1.0%

Faster asset growth than 59% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

0.3%

Faster revenue growth than 53% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$393,750

Up $3,916 (+1.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$393,750

Up $3,916 (+1.0%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin11th percentile

Revenue

Up

$11,365

Up $33 (+0.3%) from 2023

Expenses

Down

$23,666

Down $2,712 (-10%) from 2023

Net Income

Up

-$12,301

Up $2,745 (+18%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth59th percentile

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

$600K$400K$200K$0Assets 2015: $420,417Liabilities 2015: $0Net Assets 2015: $420,4172015Assets 2017: $387,082Liabilities 2017: $0Net Assets 2017: $387,0822017Assets 2018: $371,749Liabilities 2018: $0Net Assets 2018: $371,7492018Assets 2019: $371,927Liabilities 2019: $0Net Assets 2019: $371,9272019Assets 2020: $449,404Liabilities 2020: $0Net Assets 2020: $449,4042020Assets 2021: $455,864Liabilities 2021: $0Net Assets 2021: $455,8642021Assets 2022: $406,770Liabilities 2022: $0Net Assets 2022: $406,7702022Assets 2023: $389,834Liabilities 2023: $0Net Assets 2023: $389,8342023Assets 2024: $393,750Liabilities 2024: $0Net Assets 2024: $393,7502024

Highlighted filing

2024

Assets$393,750
Liabilities$0
Net Assets$393,750
Open 2024 Filing

Operations Trend

Revenue Growth53rd percentile

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

$40K$20K$0-$20K-$40KRevenue 2015: -$625Expenses 2015: $15,000Net Income 2015: -$15,6252015Revenue 2017: $9,094Expenses 2017: $18,083Net Income 2017: -$8,9892017Revenue 2018: $7,659Expenses 2018: $33,399Net Income 2018: -$25,7402018Revenue 2019: $7,016Expenses 2019: $8,880Net Income 2019: -$1,8642019Revenue 2020: $7,008Expenses 2020: $22,430Net Income 2020: -$15,4222020Revenue 2021: $5,469Expenses 2021: $11,609Net Income 2021: -$6,1402021Revenue 2022: $8,266Expenses 2022: $16,835Net Income 2022: -$8,5692022Revenue 2023: $11,332Expenses 2023: $26,378Net Income 2023: -$15,0462023Revenue 2024: $11,365Expenses 2024: $23,666Net Income 2024: -$12,3012024

Highlighted filing

2024

Revenue$11,365
Expenses$23,666
Net Income-$12,301
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$393,750
Liabilities
$0
Net assets
$393,750
Revenue
$11,365
Expenses
$23,666
Net income
-$12,301
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.94$0.00$3.94$0.11$0.24$0.12
2023Detailed filing. Detailed filing data is available for this year.$3.90$0.00$3.90$0.11$0.26$0.15
2022Detailed filing. Detailed filing data is available for this year.$4.07$0.00$4.07$0.08$0.17$0.09
2021Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.05$0.12$0.06
2020Detailed filing. Detailed filing data is available for this year.$4.49$0.00$4.49$0.07$0.22$0.15
2019Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.07$0.09$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.72$0.00$3.72$0.08$0.33$0.26
2017Detailed filing. Detailed filing data is available for this year.$3.87$0.00$3.87$0.09$0.18$0.09
2015Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.01$0.15$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 23, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marcia RinaudoPres/Treasurer-$2,500-$2,500
Lance CharenVice President-$0--
Filing and Contact Details

Filer

Filer Name
William & Rosalie Levy Foundation
EIN
47-2774859
Phone
2156051720
Address
116 Pendula Court, West Chester, PA 19380

Signing Officer

Name
Marcia Rinaudo
Title
President and Treasurer
Phone
2156051720
Signed
2025-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Conrad J Olenik Jr
Address
1110 Lofting Lane, West Chester, PA 19382
Preparer
Conrad J Olenik Jr
Phone
4842525187
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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/StatementsRegardingActyGrp/PhoneNum02156051720
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PreSchool Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Congregation General
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Kesher Israel Congregation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Kesher Israel Congregation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1NP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01000 Pottstown Pike
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11000 Pottstown Pike
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0West Chester
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1West Chester
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019380
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119380
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt010703
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt015143
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt016519
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt018840
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03880
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03880
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt084871
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt023666
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt010703
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt015143
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt016519
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt018840
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt023666
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt023666
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt088751
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt065085
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0273
OtherIncreasesSchedule/OtherIncreasesDetail/Amt115942
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Non-dividend Distributions
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1LPL Financial - Capital Gains
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07464
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0LPL Financial Brokerage Fees
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt012
TaxesSchedule/TaxesDetail/Amt012
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes Paid
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt012
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt012
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Marcia Rinaudo
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President and Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum02156051720
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0William & Rosalie Levy Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0472774859
ReturnHeader/Filer/PhoneNum02156051720
ReturnHeader/Filer/USAddress/AddressLine1Txt0116 Pendula Court
ReturnHeader/Filer/USAddress/CityNm0West Chester
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019380
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Conrad J Olenik Jr
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01110 Lofting Lane
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Chester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019382
ReturnHeader/PreparerPersonGrp/PhoneNum04842525187
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Conrad J Olenik Jr
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-04-29T04:12:51-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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