Civic Intelligence

William & Rosalie Levy Foundation

990PF • Fiscal year 2017 • EIN 47-2774859

Jan 01, 2017 to Dec 31, 2017 • Filed on May 01, 2018

Organization Profile
116 Pendula CourtWest Chester, PA 19380

(215) 605-1720

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

6th percentile

-99%

Higher net margin than 6% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

79th percentile

$2,500

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 27.5% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

36th percentile

-4.0%

Faster asset growth than 36% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2015 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$387,082

Down $33,335 (-7.9%) from 2015

Net Assets

Down

$387,082

Down $33,335 (-7.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin6th percentile

Revenue

Up

$9,094

Up $9,719 (+1555%) from 2015

Expenses

Up

$18,083

Up $3,083 (+21%) from 2015

Net Income

Up

-$8,989

Up $6,636 (+42%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$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

2017

Assets$387,082
Liabilities$0
Net Assets$387,082
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$9,094
Expenses$18,083
Net Income-$8,989
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 1, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARCIA RINAUDOPres/Treasurer-$2,500-$2,500
LANCE CHARENSecretary-$1,500-$1,500
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
2018-05-01
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
Raw XML Appendix289 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/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020692
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt022698
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt036781
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014083
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt022698
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014083
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014083
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt036781
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt022698
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020692
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0162
OtherDecreasesSchedule/OtherDecreasesDetail/Desc02016 990-PF Tax Paid
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01075
OtherIncreasesSchedule/OtherIncreasesDetail/Amt12045
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UBS FINANCIAL SERVICES
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1FIDELITY BROKERAGE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13121
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0UBS Financial Svcs Annual Account fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1Fidelity Brokerage Transaction fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt13121
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt13121
TaxesSchedule/TaxesDetail/Amt0262
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax Paid
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0262
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0262
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARCIA RINAUDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT AND TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02156051720
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-01
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/FilingSecurityInformation/AtSubmissionCreationDeviceId05AF1DA0AA1677E156E6AC31C09561715879551E2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05AF1DA0AA1677E156E6AC31C09561715879551E2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0100.14.84.221
ReturnHeader/FilingSecurityInformation/IPDt02018-05-03
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm006:18:27
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/PreparerPersonNm0CONRAD J OLENIK JR
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02018-05-03T06:18:39-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$387,082
Liabilities
$0
Net assets
$387,082
Revenue
$9,094
Expenses
$18,083
Net income
-$8,989
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