Civic Intelligence

Levy Giving Fund Inc.

990EZ • Fiscal year 2021 • EIN 82-4208362

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 31, 2022

Organization Profilewww.levygivingfund.com
4960 Borchers Beach RoadWauankee, WI 53597

(608) 233-7525

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

41st percentile

2.4%

Higher net margin than 41% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

44th percentile

1.3%

Faster asset growth than 44% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

22nd percentile

-38%

Faster revenue growth than 22% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$217,321

Up $2,687 (+1.3%) from 2020

Net Assets

$217,321

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin41st percentile

Revenue

Down

$112,161

Down $67,328 (-38%) from 2020

Expenses

Up

$109,474

Up $34,008 (+45%) from 2020

Net Income

Down

$2,687

Down $101,336 (-97%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2018: $37,954Liabilities 2018: $02018Assets 2019: $110,611Liabilities 2019: $02019Assets 2020: $214,634Liabilities 2020: $02020Assets 2021: $217,321Liabilities 2021: $0Net Assets 2021: $217,3212021Assets 2022: $449,879Liabilities 2022: $0Net Assets 2022: $449,8792022Assets 2023: $526,718Liabilities 2023: $0Net Assets 2023: $526,7182023Assets 2024: $620,977Liabilities 2024: $0Net Assets 2024: $620,9772024

Highlighted filing

2021

Assets$217,321
Liabilities$0
Net Assets$217,321
Open 2021 Filing

Operations Trend

Revenue Growth22nd percentile

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

$400K$300K$200K$100K$0Revenue 2018: $118,472Expenses 2018: $80,518Net Income 2018: $37,9542018Revenue 2019: $141,922Expenses 2019: $69,265Net Income 2019: $72,6572019Revenue 2020: $179,489Expenses 2020: $75,466Net Income 2020: $104,0232020Revenue 2021: $112,161Expenses 2021: $109,474Net Income 2021: $2,6872021Revenue 2022: $321,817Expenses 2022: $89,259Net Income 2022: $232,5582022Revenue 2023: $197,685Expenses 2023: $120,846Net Income 2023: $76,8392023Revenue 2024: $228,924Expenses 2024: $134,665Net Income 2024: $94,2592024

Highlighted filing

2021

Revenue$112,161
Expenses$109,474
Net Income$2,687
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 31, 2022
Return Version
2021v4.0
Gross Receipts
$112,161
Mission and Program Overview

Mission

Provide funds, goods and support to local/community non-profits.

Program Services

DescriptionGrantsExpenses
Create awareness and collect and distribute funds to local 501 (c) 3 charities to meet their needs. Included are Ronald McDonald House Charities of Madison, American Family Children's Hospital, Heartland Farm Sanctuary, Gilda's Club of Madison, Gio's Garden, Glowing Smiles, Czar's Promise, DAIS, MOMs and Outreach.$84,622$5,708
Create awareness and collect goods/items/supplies to distribute and deliver to local charities.$15,240$1,425
Organize volunteers to assist charities to deliver on their program services goals.$0$2,479
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cherie LevyPresidentFT$0--
Madison KellerSecretaryPT$0--
John SimsBoard Member-$0--
Cheryl BurnsBoard Member-$0--
Cyndi KennedyBoard Member-$0--
Christy RobertsBoard Member-$0--
Lisa LoichingerBoard Member-$0--
Molly GrahamBoard MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Levy Giving Fund Inc
EIN
82-4208362
Phone
6082337525
Address
4960 Borchers Beach Road, Wauankee, WI 53597

Signing Officer

Name
Cherie Levy
Title
Founder/President
Phone
6082337525
Signed
2022-03-31
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 10

“American Family Children's Hospital 1675 Highland Avenue Madison, WI 53792 $46,460; Gio's Garden 2028 Parmenter Street Middleton WI 53562 $6,300; Gilda's Club Madison 7907 UW Health Court Middleton WI 53562 $9,980; Czar's Promise P.O. Box 5061, Madison, WI 53705 $6,800; Madison Children's Museum 100 N. Hamilton Street, Madison WI, 53703 $7,500”

Raw XML Appendix188 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BenefitsPaidToOrForMembersAmt00
IRS990EZ/BooksInCareOfDetail/PersonNm0Cherie Levy
IRS990EZ/BooksInCareOfDetail/PhoneNum06082337525
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt04960 Borchers Beach Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Wauankee
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd053597
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0214634
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0217321
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0112141
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt02687
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form1120PolFiledInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0214634
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0217321
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt099862
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0112161
IRS990EZ/GrossSalesOfInventoryAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt020
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0214634
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0217321
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0214634
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0217321
IRS990EZ/OccupancyRentUtltsAndMaintAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt23
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt34
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt42
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt52
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt62
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt79
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Cherie Levy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Madison Keller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2John Sims
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Cheryl Burns
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Cyndi Kennedy
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Christy Roberts
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Lisa Loichinger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Molly Graham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Board Member
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt00
IRS990EZ/OtherRevenueTotalAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0Provide funds, goods and support to local/community non-profits.
IRS990EZ/PrintingPublicationsPostageAmt09612
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Create awareness and collect and distribute funds to local 501 (c) 3 charities to meet their needs. Included are Ronald McDonald House Charities of Madison, American Family Children's Hospital, Heartland Farm Sanctuary, Gilda's Club of Madison, Gio's Garden, Glowing Smiles, Czar's Promise, DAIS, MOMs and Outreach.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Create awareness and collect goods/items/supplies to distribute and deliver to local charities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Organize volunteers to assist charities to deliver on their program services goals.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt084622
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt115240
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt05708
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11425
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22479
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt00
IRS990EZ/SaleOfAssetsGrossAmt00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0109474
IRS990EZ/TotalProgramServiceExpensesAmt09612
IRS990EZ/TotalRevenueAmt0112161
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.levygivingfund.com
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0112161
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0179489
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0141922
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0158085
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0591657
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0134819
IRS990ScheduleA/SubstantialContributorsTotAmt0456838
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0112161
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0179489
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0141922
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0158085
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0591657
IRS990ScheduleA/TotalSupportAmt0591657
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0American Family Children's Hospital 1675 Highland Avenue Madison, WI 53792 $46,460; Gio's Garden 2028 Parmenter Street Middleton WI 53562 $6,300; Gilda's Club Madison 7907 UW Health Court Middleton WI 53562 $9,980; Czar's Promise P.O. Box 5061, Madison, WI 53705 $6,800; Madison Children's Museum 100 N. Hamilton Street, Madison WI, 53703 $7,500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 10
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Cherie Levy
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Founder/President
ReturnHeader/BusinessOfficerGrp/PhoneNum06082337525
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LEVY GIVING FUND INC
ReturnHeader/Filer/BusinessNameControlTxt0LEVY
ReturnHeader/Filer/EIN0824208362
ReturnHeader/Filer/PhoneNum06082337525
ReturnHeader/Filer/USAddress/AddressLine1Txt04960 Borchers Beach Road
ReturnHeader/Filer/USAddress/CityNm0Wauankee
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053597
ReturnHeader/ReturnTs02022-05-04T10:35:39-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$217,321
Liabilities
$0
Net assets
$217,321
Revenue
$112,161
Expenses
$109,474
Net income
$2,687
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$2.29$1.35$0.94
2023Detailed filing. Detailed filing data is available for this year.$5.27$0.00$5.27$1.98$1.21$0.77
2022Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$3.22$0.89$2.33
2021Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$1.12$1.09$0.03
2020Summary only. Only limited summary data is available for this year.$2.15$0.00$1.79$0.75$1.04
2019Summary only. Only limited summary data is available for this year.$1.11$0.00$1.42$0.69$0.73
2018Summary only. Only limited summary data is available for this year.$0.38$0.00$1.18$0.81$0.38