Civic Intelligence

The Leon Levine Foundation

990T • Fiscal year 2022 • EIN 58-1427515

Jul 01, 2021 to Jun 30, 2022 • Filed on May 09, 2023

Organization Profile

View Organization Page

6000 Fairview Road 1525Charlotte, NC 28210

(704) 817-6500

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Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

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No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Latest loaded filing

2024

Assets$1,062,952,521
Liabilities$75,145,698
Net Assets$987,806,823
Open 2024 Filing

Operations Trend

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

Latest loaded filing

2024

Revenue$454,802,339
Expenses$50,252,939
Net Income$404,549,400
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 9, 2023
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
The Leon Levine Foundation
EIN
58-1427515
Phone
7048176500
Address
6000 FAIRVIEW ROAD 1525, CHARLOTTE, NC 28210

Signing Officer

Name
Tom Lawrence
Title
President
Phone
7048176500
Signed
2023-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Forvis Llp
Address
500 RIDGEFIELD COURT, ASHEVILLE, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Raw XML Appendix91 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
IRS990T/AvlblPre2018NOLCarryoverAmt01092957
IRS990T/BalanceDueAmt06417
IRS990T/BooksInCareOfDetail/PersonNm0TOM LAWRENCE
IRS990T/BooksInCareOfDetail/PhoneNum07048176500
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt06000 FAIRVIEW ROAD STE 1525
IRS990T/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd0282102224
IRS990T/BookValueAssetsEOYAmt0721802260
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ESPenaltyAmt0207
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt01092957
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt05476312
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/NetOperatingLossDeductionAmt0122280
IRS990TScheduleA/PrincipalBusinessActivityCd0901101
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt01245807
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt01245807
IRS990TScheduleA/TotUnrltTrdBusIncmAmt01245807
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0FLOWTHROUGH INCOME
IRS990TScheduleA/UBIBeforeNOLDedAmt01245807
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt01123527
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt06210
IRS990T/TaxLessCreditsAmt06210
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt06210
IRS990T/TotalTaxComputationAmt06210
IRS990T/TotalUBTIAmt029570
IRS990T/TotalUBTIBeforeNOLSpecificAmt01123527
IRS990T/TotalUBTIBeforeSection199AAmt030570
IRS990T/TotalUBTIComputedAmt01123527
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM LAWRENCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07048176500
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LEON LEVINE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LEON
ReturnHeader/Filer/EIN0581427515
ReturnHeader/Filer/PhoneNum07048176500
ReturnHeader/Filer/USAddress/AddressLine1Txt06000 FAIRVIEW ROAD 1525
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028210
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 RIDGEFIELD COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ASHEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028806
ReturnHeader/PreparerPersonGrp/PhoneNum08282542254
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY BIBBY
ReturnHeader/ReturnTs02023-05-09T12:50:25-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0TOM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LAWRENCE
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
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Net assets
-
Revenue
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Expenses
-
Net income
-
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
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
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