Civic Intelligence

Phyllis and Robert E Levinson Foundation Inc.

990PF • Fiscal year 2022 • EIN 65-0802364

Jan 01, 2022 to Dec 31, 2022 • Filed on May 05, 2023

Organization Profile
200 Lindell Blvd 920Delray Beach, FL 33483

(561) 243-2690

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

96th percentile

90%

Higher net margin than 96% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

100th percentile

63275%

Faster asset growth than 100% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

87th percentile

125%

Faster revenue growth than 87% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$20,280

Up $20,248 (+63275%) from 2021

Net Assets

Up

$20,280

Up $20,248 (+63275%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin96th percentile

Revenue

Up

$22,520

Up $12,520 (+125%) from 2021

Expenses

Down

$2,272

Down $8,440 (-79%) from 2021

Net Income

Up

$20,248

Up $20,960 (+2944%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth100th 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

2022

Assets$20,280
Liabilities$0
Net Assets$20,280
Open 2022 Filing

Operations Trend

Revenue Growth87th 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

2022

Revenue$22,520
Expenses$2,272
Net Income$20,248
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 5, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th 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
2023-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Arthur J Canter CPA
Address
400 S Dixie Hwy Ste 322, Boca Raton, FL 33432
Preparer
Arthur J Canter
Phone
5613914477
Raw XML Appendix309 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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AccountingFeesSchedule/AccountingFeesDetail/Amt0650
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Tax Preparation
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0100
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt0185
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01729
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0223
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt024
IRS990PF/FMVAssetsEOYAmt049309
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt032
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt020280
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt032
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0730
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt068
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Jon R Levinson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1James E Levinson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1200 Lindell Blvd Ste 920
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Delray Beach
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Jon R Levinson
IRS990PF/StatementsRegardingActyGrp/PhoneNum05612432690
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IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5100
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Unrestricted Donation
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Boca Raton Regional Hospital Founda
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Boca Helping Hands
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Macular Degeneration Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Palm Beach County Food Bank
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Unicef
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Trustbridge Hospice Foundation
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4125 Maiden Lane
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt55300 East Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Boca Raton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Boca Raton
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Sarasota
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Lake Worth Beach
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4New York
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5West Palm Beach
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd533407
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0199
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0199
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012243
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt010485
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt010059
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt010581
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt010344
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt010344
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt045280
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01912
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012243
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010485
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt010059
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt010581
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02111
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01912
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt055624
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt053712
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0Jon Levinson
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0200 Lindell Blvd Suite 920
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Delray Beach
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0FL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd033483
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt049997
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt047997
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc01,666 sh DFA Targeted Value Fund
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02022-12-12
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0State registration fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt061
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt061
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0122
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0Jon R Levinson
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm1James E Levinson
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0200 Lindell Blvd Ste 920
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt1200 Lindell Blvd Ste 920
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Delray Beach
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm1Delray Beach
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd1FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd033483
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd133483
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jon R Levinson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-05
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/PreparerFirmEIN0592535267
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Arthur J Canter CPA
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/ReturnTs02023-05-05T06:25:44-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Jon R
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Levinson
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$20,280
Liabilities
$0
Net assets
$20,280
Revenue
$22,520
Expenses
$2,272
Net income
$20,248
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