Civic Intelligence

Phyllis and Robert E Levinson Foundation Inc.

990PF • Fiscal year 2016 • EIN 65-0802364

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 22, 2017

Organization Profile
200 Lindell Blvd Ste 920Delray Beach, FL 33483-3295

(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.

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

41st percentile

-0.5%

Higher net margin than 41% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

33rd percentile

-5.9%

Faster asset growth than 33% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

63rd percentile

7.9%

Faster revenue growth than 63% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$1,126

Down $70 (-5.9%) from 2015

Net Assets

Down

$1,126

Down $70 (-5.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin41st percentile

Revenue

Up

$13,022

Up $948 (+7.9%) from 2015

Expenses

Down

$13,092

Down $104 (-0.8%) from 2015

Net Income

Up

-$70

Up $1,052 (+94%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

2016

Assets$1,126
Liabilities$0
Net Assets$1,126
Open 2016 Filing

Operations Trend

Revenue Growth63rd percentile

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

2016

Revenue$13,022
Expenses$13,092
Net Income-$70
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 22, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

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

Filer

Filer Name
Phyllis and Robert E Levinson
EIN
65-0802364
Phone
5612432690
Address
200 Lindell Blvd Ste 920, Delray Beach, FL 33483-3295

Signing Officer

Name
Jon R Levinson
Title
Trustee
Phone
5612432690
Signed
2017-03-22
Discuss with paid preparer
Yes

Preparer

Firm
Walton & Company CPAs PL
Address
2101 NW Boca Raton Blvd Ste 5, Boca Raton, FL 33431-7498
Preparer
R Keith Walton CPA
Phone
5613956653
Raw XML Appendix326 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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Boynton Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd045040
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133426
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012300
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/AppliedToCurrentYearAmt057
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt057
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012313
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt013400
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt013118
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt020357
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt018803
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt018803
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt071431
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012243
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012313
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt013400
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt013118
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt020357
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012300
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012243
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt090234
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt077991
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0Robert E Levinson
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0401 E Linton Blvd Apt 401
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Delray Beach
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033483
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt013000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Other operating expenses
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Robert E Levinson
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt05262 Boca Marina Circle South
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Boca Raton
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd033487
TaxesSchedule/TaxesDetail/Amt061
TaxesSchedule/TaxesDetail/CategoryTxt0Other Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt061
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JON R LEVINSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05612432690
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-22
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 Ste 920
ReturnHeader/Filer/USAddress/CityNm0Delray Beach
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0334833295
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F7CABBBF3DCAF1BE9D9A95AB718506A42D73D80C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt074.95.58.121
ReturnHeader/FilingSecurityInformation/IPDt02017-03-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm008:34:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263968745
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Walton & Company CPAs PL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02101 NW Boca Raton Blvd Ste 5
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Boca Raton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0334317498
ReturnHeader/PreparerPersonGrp/PhoneNum05613956653
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0R Keith Walton CPA
ReturnHeader/ReturnTs02017-03-30T13:39:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,126
Liabilities
$0
Net assets
$1,126
Revenue
$13,022
Expenses
$13,092
Net income
-$70
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