Civic Intelligence

Muriel G and Norman B Leventhal Charitable Trust

EIN 47-3959239 • Boston, MA

200 State St CO Beacon CapitalBoston, MA 02109
Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

59th percentile

0.08x

Higher debt load relative to revenue than 59% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

95th percentile

80%

Higher net margin than 95% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

13th percentile

-10%

Faster asset growth than 13% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

15th percentile

-21%

Faster revenue growth than 15% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2022 to 2024

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$3,413,507

Down $836,995 (-20%) from 2023

Liabilities

Up

$10,303

Up $10,302 (+1030200%) from 2023

Net Assets

Down

$3,403,204

Down $847,298 (-20%) from 2023

Operations
Liabilities / Revenue59th percentileNet Margin95th percentile

Revenue

Up

$128,714

Up $45,003 (+54%) from 2023

Expenses

Up

$26,114

Up $19,342 (+286%) from 2023

Net Income

Up

$102,600

Up $25,661 (+33%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2017: $3,199,565Liabilities 2017: $685,786Net Assets 2017: $2,513,7792017Assets 2018: $2,119,317Liabilities 2018: $642,243Net Assets 2018: $1,477,0742018Assets 2019: $179,847Liabilities 2019: $605,946Net Assets 2019: -$426,0992019Assets 2020: $4,185,373Liabilities 2020: $588,053Net Assets 2020: $3,597,3202020Assets 2021: $4,248,442Liabilities 2021: $1Net Assets 2021: $4,248,4422021Assets 2022: $4,242,899Liabilities 2022: $1Net Assets 2022: $4,242,8992022Assets 2023: $4,250,502Liabilities 2023: $1Net Assets 2023: $4,250,5022023Assets 2024: $3,413,507Liabilities 2024: $10,303Net Assets 2024: $3,403,2042024

Highlighted filing

2024

Assets$3,413,507
Liabilities$10,303
Net Assets$3,403,204
Open 2024 Filing

Operations Trend

Revenue Growth15th percentile

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

$10M$5.0M$0-$5.0MRevenue 2017: $2,863,644Expenses 2017: $2,760,849Net Income 2017: $102,7952017Revenue 2018: $1,541,003Expenses 2018: $2,577,708Net Income 2018: -$1,036,7052018Revenue 2019: $1,516,289Expenses 2019: $3,419,462Net Income 2019: -$1,903,1732019Revenue 2020: $6,192,696Expenses 2020: $2,169,277Net Income 2020: $4,023,4192020Revenue 2021: $870,844Expenses 2021: $219,722Net Income 2021: $651,1222021Revenue 2022: $207,155Expenses 2022: $212,698Net Income 2022: -$5,5432022Revenue 2023: $83,711Expenses 2023: $6,772Net Income 2023: $76,9392023Revenue 2024: $128,714Expenses 2024: $26,114Net Income 2024: $102,6002024

Highlighted filing

2024

Revenue$128,714
Expenses$26,114
Net Income$102,600
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,413,507
Liabilities
$10,303
Net assets
$3,403,204
Revenue
$128,714
Expenses
$26,114
Net income
$102,600
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.41$0.01$3.40$0.13$0.03$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.25$0.00$4.25$0.08$0.01$0.08
2022Detailed filing. Detailed filing data is available for this year.$4.24$0.00$4.24$0.21$0.21$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.25$0.00$4.25$0.87$0.22$0.65
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.19$0.59$3.60$6.19$2.17$4.02
2019Detailed filing. Detailed filing data is available for this year.$0.18$0.61$0.43$1.52$3.42$1.90
2018Detailed filing. Detailed filing data is available for this year.$2.12$0.64$1.48$1.54$2.58$1.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$0.69$2.51$2.86$2.76$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT C HEALEYTrustee-$0--
JEREMY LEVENTHALTrustee-$0--
AMY R LONERGANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Muriel G and Norman B Leventhal
EIN
47-3959239
Phone
6175744170
Address
200 STATE ST CO BEACON CAPITAL, BOSTON, MA 02109

Signing Officer

Name
Jeremy Leventhal
Title
Trustee
Phone
6175744170
Signed
2025-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Cbiz Advisors LLC
Address
53 STATE STREET, BOSTON, MA 02109
Preparer
Douglas Farrington
Phone
6178075000
Raw XML Appendix321 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt05183
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INVESTMENT IN POST OFFICE SQUARE REDEVELOPMENT CORP.
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05182
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0949898
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt04353102
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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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/AppliedToCurrentYearAmt011129
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0134296
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0123167
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011996
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0609035
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02015064
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03410634
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0123167
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03287467
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02636095
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011996
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0609035
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02015064
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011129
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05923562
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06046729
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0MURIEL G LEVENTHAL REVOCABLE TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0200 STATE ST C/O BEACON CAPITAL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BOSTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd002109
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt061682
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt05166
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05166
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt04396
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt10
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0PRE-PAID FEDERAL 990PF TAXES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DUE TO MURIEL G. AND NORMAL B. LEVENTHAL FAMILY FOUNDATION
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01681
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1500
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01681
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1500
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0949732
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1166
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS - INVESTMENT PARTNERSHIP
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1BOOK TO TAX DIFFERENCES - PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0781
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0781
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02004
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02004
TaxesSchedule/TaxesDetail/Amt07798
TaxesSchedule/TaxesDetail/CategoryTxt0INCOME TAX PAYMENTS
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEREMY LEVENTHAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06175744170
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MURIEL G AND NORMAN B LEVENTHAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MURI
ReturnHeader/Filer/EIN0473959239
ReturnHeader/Filer/PhoneNum06175744170
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 STATE ST CO BEACON CAPITAL
ReturnHeader/Filer/USAddress/CityNm0BOSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002109
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0881478669
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CBIZ ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt053 STATE STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002109
ReturnHeader/PreparerPersonGrp/PhoneNum06178075000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS FARRINGTON
ReturnHeader/ReturnTs02025-11-14T14:20:17-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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