Civic Intelligence

The Leon Levine Foundation

990PF • Fiscal year 2020 • EIN 58-1427515

Jul 01, 2019 to Jun 30, 2020 • Filed on May 14, 2021

Organization Profile

View Organization Page

6000 Fairview Road No 1525Charlotte, NC 28210

(704) 817-6500

Siviq Scores

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

Liabilities / Assets

31st percentile

0.09x

Higher debt load relative to assets than 31% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Liabilities / Revenue

69th percentile

1.12x

Higher debt load relative to revenue than 69% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Net Margin

90th percentile

39%

Higher net margin than 90% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Source year 2020

Top Officer Pay

20th percentile

$272,471

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2020 filings • $250M-$1B nonprofits • Source year 2020

Asset Growth

33rd percentile

2.8%

Faster asset growth than 33% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-52%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • $250M-$1B nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$593,293,781

Up $16,247,281 (+2.8%) from 2019

Net Assets

Up

$539,196,244

Up $24,344,764 (+4.7%) from 2019

Liabilities

Down

$54,097,537

Down $8,097,483 (-13%) from 2019

Revenue And Expenses
Liabilities / Revenue69th percentileNet Margin90th percentile

Revenue

Down

$48,403,129

Down $51,694,716 (-52%) from 2019

Expenses

Up

$29,526,322

Up $1,564,267 (+5.6%) from 2019

Net Income

Down

$18,876,807

Down $53,258,983 (-74%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$1.5B$1.0B$500M$0Assets 2011: $285,046,268Liabilities 2011: $28,385,5622011Assets 2012: $297,434,695Liabilities 2012: $23,912,2852012Assets 2013: $323,491,086Liabilities 2013: $67,111,8182013Assets 2014: $323,658,911Liabilities 2014: $72,732,6072014Assets 2015: $346,478,014Liabilities 2015: $74,095,4722015Assets 2019: $577,046,500Liabilities 2019: $62,195,020Net Assets 2019: $514,851,4802019Assets 2020: $593,293,781Liabilities 2020: $54,097,537Net Assets 2020: $539,196,2442020Assets 2021: $654,368,860Liabilities 2021: $55,798,201Net Assets 2021: $598,570,6592021Assets 2022: $721,802,260Liabilities 2022: $50,674,639Net Assets 2022: $671,127,6212022Assets 2023: $696,277,546Liabilities 2023: $50,556,695Net Assets 2023: $645,720,8512023Assets 2024: $1,062,952,521Liabilities 2024: $75,145,698Net Assets 2024: $987,806,8232024

Highlighted filing

2020

Assets$593,293,781
Liabilities$54,097,537
Net Assets$539,196,244
Open 2020 Filing

Operations Trend

Revenue Growth4th percentile

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

$600M$400M$200M$0-$200MRevenue 2011: $21,838,299Expenses 2011: $17,657,979Net Income 2011: $4,180,3202011Revenue 2012: $19,037,626Expenses 2012: $17,532,900Net Income 2012: $1,504,7262012Revenue 2013: $21,571,776Expenses 2013: $17,886,018Net Income 2013: $3,685,7582013Revenue 2014: $18,127,768Expenses 2014: $18,669,078Net Income 2014: -$541,3102014Revenue 2015: $41,063,511Expenses 2015: $18,188,050Net Income 2015: $22,875,4612015Revenue 2019: $100,097,845Expenses 2019: $27,962,055Net Income 2019: $72,135,7902019Revenue 2020: $48,403,129Expenses 2020: $29,526,322Net Income 2020: $18,876,8072020Revenue 2021: $94,686,429Expenses 2021: $33,754,538Net Income 2021: $60,931,8912021Revenue 2022: $101,958,051Expenses 2022: $34,539,192Net Income 2022: $67,418,8592022Revenue 2023: $14,848,840Expenses 2023: $40,362,507Net Income 2023: -$25,513,6672023Revenue 2024: $454,802,339Expenses 2024: $50,252,939Net Income 2024: $404,549,4002024

Highlighted filing

2020

Revenue$48,403,129
Expenses$29,526,322
Net Income$18,876,807
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 14, 2021
Return Version
2019v5.2
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TOM LAWRENCETreasurer/PresidentPT$251,071$21,400$272,471
MICHAEL RICHARDSONDirector/Sr. Program OfficerPT$214,339$26,094$240,433
MICHAEL TARWATERDirector/Senior AdvisorPT$154,697$9,545$164,242
LARRY POLSKYDirector/Senior AdvisorPT$102,707$5,090$107,797
SANDRA LEVINESecretary/VP-$0--
LEON LEVINEChairman/CEO-$0--
Filing and Contact Details

Filer

Filer Name
The Leon Levine Foundation
EIN
58-1427515
Phone
7048176500
Address
6000 FAIRVIEW ROAD NO 1525, CHARLOTTE, NC 28210

Signing Officer

Name
Tom Lawrence
Title
President
Phone
7048176500
Signed
2021-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Dixon Hughes Goodman Llp
Address
500 RIDGEFIELD COURT, ASHEVILLE, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Raw XML AppendixShowing 400 of 4,855 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2214339
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt4102707
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt5154697
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt215378
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt51811
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TOM LAWRENCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SANDRA LEVINE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3LEON LEVINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4LARRY POLSKY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5MICHAEL TARWATER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TREASURER/PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1SECRETARY/VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR/SR. PROGRAM OFFICER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3CHAIRMAN/CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR/SENIOR ADVISOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5DIRECTOR/SENIOR ADVISOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt26000 FAIRVIEW ROAD STE 1525
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt36000 FAIRVIEW ROAD STE 1525
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt46000 FAIRVIEW ROAD STE 1525
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt56000 FAIRVIEW ROAD STE 1525
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5CHARLOTTE
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt026826583
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt025283348
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt021081042
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt022550873
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt018062648
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt016909196
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.044784
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.045202
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.040401
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.044767
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.045197
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.048355
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0427323
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0589479723
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0559338421
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0521797484
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0503736367
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0399646578
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0349691206
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt027206909
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IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0427323
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt027206909
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd01
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$593,293,781
Liabilities
$54,097,537
Net assets
$539,196,244
Revenue
$48,403,129
Expenses
$29,526,322
Net income
$18,876,807
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1,063$75.1$988$455$50.3$405
2023Detailed filing. Detailed filing data is available for this year.$696$50.6$646$14.8$40.4$25.5
2022Detailed filing. Detailed filing data is available for this year.$722$50.7$671$102$34.5$67.4
2021Detailed filing. Detailed filing data is available for this year.$654$55.8$599$94.7$33.8$60.9
2020Detailed filing. Detailed filing data is available for this year.$593$54.1$539$48.4$29.5$18.9
2019Detailed filing. Detailed filing data is available for this year.$577$62.2$515$100$28.0$72.1
2015Summary only. Only limited summary data is available for this year.$346$74.1$41.1$18.2$22.9
2014Summary only. Only limited summary data is available for this year.$324$72.7$18.1$18.7$0.54
2013Summary only. Only limited summary data is available for this year.$323$67.1$21.6$17.9$3.69
2012Summary only. Only limited summary data is available for this year.$297$23.9$19.0$17.5$1.50
2011Summary only. Only limited summary data is available for this year.$285$28.4$21.8$17.7$4.18