Civic Intelligence

The Phyllis and Robert E Levinson Foundation Inc

EIN 65-0802364 • Delray Beach, FL

200 Lindell Blvd 920Delray Beach, FL 33483
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Higher debt load relative to assets than 63% of similar nonprofits.

<$500k nonprofits • Source year 2023

Liabilities / Revenue

66th percentile

0.00x

Higher debt load relative to revenue than 66% of similar nonprofits.

<$500k nonprofits • Source year 2023

Net Margin

10th percentile

-130%

Higher net margin than 10% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2013

Asset Growth

40th percentile

-7.8%

Faster asset growth than 40% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

6th percentile

-95%

Faster revenue growth than 6% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$17,931

Down $777 (-4.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$17,931

Down $777 (-4.2%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin10th percentile

Revenue

Up

$2,968

Up $1,755 (+145%) from 2023

Expenses

Up

$3,745

Up $960 (+34%) from 2023

Net Income

Up

-$777

Up $795 (+51%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$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

2024

Assets$17,931
Liabilities$0
Net Assets$17,931
Open 2024 Filing

Operations Trend

Revenue Growth6th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$2,968
Expenses$3,745
Net Income-$777
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$17,931
Liabilities
$0
Net assets
$17,931
Revenue
$2,968
Expenses
$3,745
Net income
-$777
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 13, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jon R LevinsonDirector-$0--
James E LevinsonDirector-$0--
Filing and Contact Details

Filer

Filer Name
Phyllis and Robert E Levinson
EIN
65-0802364
Phone
5612432690
Address
200 Lindell Blvd 920, Delray Beach, FL 33483

Signing Officer

Name
Jon R Levinson
Title
Director
Signed
2025-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Boca Wealth CPAs LLC
Address
400 S Dixie Hwy Ste 322, Boca Raton, FL 33432
Preparer
Arthur J Canter
Phone
5613914477
Raw XML Appendix344 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/PersonNm1James E Levinson
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Palm Beach County Food Bank
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Lynn University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2WLRN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Aid to Victims of Domestic Assault
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Give Kids the World
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5George Snow Scholarship Fund
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6American Heart Assn
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7United Way of Palm Beach County
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8American Cancer Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9Wyoming School Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10Macular Degeneration Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11Boca Raton Regional Hospital Founda
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5None
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9None
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0701 Boutwell Road
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt13601 N Military Trail
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2172 NE 15 St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3P O Box 6161
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4210 S Bass Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5201 Plaza Real 260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt67272 Greenville Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7477 S Rosemary Ave Unit 230
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8P O Box 6704
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9420 Springfield Pike Ste K
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1022512 Gateway Center Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11800 Meadows Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Lake Worth Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Boca Raton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Miami
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Delray Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Kissimmee
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Boca Raton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Dallas
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7West Palm Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Hagerstown
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Wyoming
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10Clarksburg
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11Boca Raton
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd033461
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133431
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233132
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333482
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd434746
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd533432
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd675231
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd733401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd821741
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd945215
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1020871
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1133486
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03000
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02738
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02738
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01912
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012243
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010485
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010059
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010059
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt025107
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0467
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01912
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012243
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010485
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03205
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0467
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt035166
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt034699
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0State registration fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt031
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt061
TaxesSchedule/TaxesDetail/Amt09
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Income Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt09
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jon R Levinson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Phyllis and Robert E Levinson
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Foundation Inc
ReturnHeader/Filer/BusinessNameControlTxt0PHYL
ReturnHeader/Filer/EIN0650802364
ReturnHeader/Filer/PhoneNum05612432690
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 Lindell Blvd 920
ReturnHeader/Filer/USAddress/CityNm0Delray Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd033483
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0331599305
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Boca Wealth CPAs LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0400 S Dixie Hwy Ste 322
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Boca Raton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033432
ReturnHeader/PreparerPersonGrp/PhoneNum05613914477
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Arthur J Canter
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-02-13T11:06:04-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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