Civic Intelligence

Phyllis and Robert E Levinson Foundation Inc.

990PF • Fiscal year 2013 • EIN 65-0802364

Jan 01, 2013 to Dec 31, 2013 • Filed on Mar 28, 2014

200 Lindell Blvd Ste 92033483-3295

(561) 243-2690

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

58th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

21st percentile

-16%

Higher net margin than 21% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

12th percentile

-31%

Faster asset growth than 12% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$4,258

Down $1,936 (-31%) from 2012

Net Assets

Down

$4,258

Down $1,936 (-31%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

$12,289

No earlier filing loaded for comparison.

Expenses

Down

$14,225

Down $7,408 (-34%) from 2012

Net Income

-$1,936

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.

$30K$20K$10K$0Assets 2010: $7,516Liabilities 2010: $0Net Assets 2010: $7,5162010Assets 2011: $10,083Liabilities 2011: $0Net Assets 2011: $10,0832011Assets 2012: $6,194Liabilities 2012: $0Net Assets 2012: $6,1942012Assets 2013: $4,258Liabilities 2013: $0Net Assets 2013: $4,2582013Assets 2014: $2,318Liabilities 2014: $0Net Assets 2014: $2,3182014Assets 2015: $1,196Liabilities 2015: $0Net Assets 2015: $1,1962015Assets 2016: $1,126Liabilities 2016: $0Net Assets 2016: $1,1262016Assets 2017: $1,032Liabilities 2017: $0Net Assets 2017: $1,0322017Assets 2018: $1,689Liabilities 2018: $0Net Assets 2018: $1,6892018Assets 2019: $874Liabilities 2019: $0Net Assets 2019: $8742019Assets 2020: $744Liabilities 2020: $0Net Assets 2020: $7442020Assets 2021: $32Liabilities 2021: $0Net Assets 2021: $322021Assets 2022: $20,280Liabilities 2022: $0Net Assets 2022: $20,2802022Assets 2023: $18,708Liabilities 2023: $0Net Assets 2023: $18,7082023Assets 2024: $17,931Liabilities 2024: $0Net Assets 2024: $17,9312024

Highlighted filing

2013

Assets$4,258
Liabilities$0
Net Assets$4,258

Operations Trend

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

$30K$20K$10K$0-$10KExpenses 2010: $28,6532010Expenses 2011: $20,3912011Expenses 2012: $21,6332012Revenue 2013: $12,289Expenses 2013: $14,225Net Income 2013: -$1,9362013Revenue 2014: $12,444Expenses 2014: $14,384Net Income 2014: -$1,9402014Revenue 2015: $12,074Expenses 2015: $13,196Net Income 2015: -$1,1222015Revenue 2016: $13,022Expenses 2016: $13,092Net Income 2016: -$702016Revenue 2017: $11,023Expenses 2017: $11,117Net Income 2017: -$942017Revenue 2018: $12,026Expenses 2018: $11,369Net Income 2018: $6572018Revenue 2019: $10,028Expenses 2019: $10,843Net Income 2019: -$8152019Revenue 2020: $11,137Expenses 2020: $11,267Net Income 2020: -$1302020Revenue 2021: $10,000Expenses 2021: $10,712Net Income 2021: -$7122021Revenue 2022: $22,520Expenses 2022: $2,272Net Income 2022: $20,2482022Revenue 2023: $1,213Expenses 2023: $2,785Net Income 2023: -$1,5722023Revenue 2024: $2,968Expenses 2024: $3,745Net Income 2024: -$7772024

Highlighted filing

2013

Revenue$12,289
Expenses$14,225
Net Income-$1,936
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Mar 28, 2014
Return Version
2013v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert E LevinsonPresident-$0--
Jon R LevinsonSecretary-Treasurer-$0--
Filing and Contact Details

Filer

EIN
65-0802364
Phone
5612432690

Signing Officer

Name
Jon R Levinson
Title
Trustee
Phone
5612432690
Signed
2014-03-28
Discuss with paid preparer
Yes

Preparer

Preparer
R Keith Walton CPA
Phone
5613956653
Raw XML Appendix366 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/PersonNm0Robert E Levinson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jon R Levinson
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt112000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt2100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0unrestriced donations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1unrestricted donations;ListTotal 0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2unrestricted donations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3unrestriced donations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4unrestriced donations
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10Cedar Village
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11United Way of Palm Beach County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine12WPBT Channel 2
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine13American Jewish Committee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine14Palm Beach County Food Bank
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(c)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine105467 Cedar Village Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine112600 Quantum Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine12PO Box 610002
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine131900 NW Corporate Blvd Ste 210W
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine14525 Gator Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0Mason
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1Boynton Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2Miami
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3Boca Raton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4Lantana
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode045040
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode133426
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode233261
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode333431
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode433462
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt013400
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
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/AppliedToCurrentYearAmt0282
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0282
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt020357
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt018803
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt026565
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt034004
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt036683
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt036683
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0112847
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt013118
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt020357
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt018803
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt026565
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt034004
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013400
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt013118
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0149530
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0136412
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Robert E Levinson
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10401 E Linton Blvd Apt 401
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0Delray Beach
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode033483
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt012000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt039
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Other operating expenses
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt039
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Robert E Levinson
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine105262 Boca Marina Circle South
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/City0Boca Raton
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/State0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCode033487
TaxesSchedule/TaxesDetail/Amt061
TaxesSchedule/TaxesDetail/CategoryTxt0Other Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt061
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JON R LEVINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05612432690
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-03-28
ReturnHeader/Filer/BusinessName/BusinessNameLine10The Phyllis and Robert E
ReturnHeader/Filer/BusinessName/BusinessNameLine20Levinson Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0PHYL
ReturnHeader/Filer/EIN0650802364
ReturnHeader/Filer/PhoneNum05612432690
ReturnHeader/Filer/USAddress/AddressLine10200 Lindell Blvd Ste 920
ReturnHeader/Filer/USAddress/City0Delray Beach
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode0334833295
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263968745
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Walton & Company CPAs PL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine102101 NW Boca Raton Blvd Ste 5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Boca Raton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0334317498
ReturnHeader/PreparerPersonGrp/PhoneNum05613956653
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R Keith Walton CPA
ReturnHeader/ReturnTs02014-04-03T16:23:28-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$2.97$3.75$0.78
2023Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$1.21$2.79$1.57
2022Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$22.5$2.27$20.2
2021Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$10.0$10.7$0.71
2020Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$11.1$11.3$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$10.0$10.8$0.82
2018Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$12.0$11.4$0.66
2017Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$11.0$11.1$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$13.0$13.1$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$12.1$13.2$1.12
2014Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$12.4$14.4$1.94
2013Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$12.3$14.2$1.94
2012Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$21.6
2011Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$20.4
2010Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$28.7
Peer Organizations

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