Civic Intelligence

David Levinson Trust Dated 10592

EIN 83-6052929 • Athens, OH

PO Box 727Athens, OH 45701
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

93rd percentile

69%

Higher net margin than 93% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

64th percentile

4.2%

Faster asset growth than 64% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

73rd percentile

23%

Faster revenue growth than 73% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$451,232

Up $18,140 (+4.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$451,232

Up $18,140 (+4.2%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin93rd percentile

Revenue

Up

$26,174

Up $4,887 (+23%) from 2023

Expenses

Down

$8,034

Down $163,369 (-95%) from 2023

Net Income

Up

$18,140

Up $168,256 (+112%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,756,323Liabilities 2011: $0Net Assets 2011: $1,756,3232011Assets 2012: $1,697,918Liabilities 2012: $0Net Assets 2012: $1,697,9182012Assets 2013: $1,838,132Liabilities 2013: $0Net Assets 2013: $1,838,1322013Assets 2014: $1,794,222Liabilities 2014: $0Net Assets 2014: $1,752,0502014Assets 2015: $1,678,765Liabilities 2015: $0Net Assets 2015: $1,678,7652015Assets 2016: $1,396,072Liabilities 2016: $0Net Assets 2016: $1,396,0722016Assets 2017: $1,430,937Liabilities 2017: $0Net Assets 2017: $1,430,9372017Assets 2018: $1,031,850Liabilities 2018: $0Net Assets 2018: $1,031,8502018Assets 2019: $678,026Liabilities 2019: $0Net Assets 2019: $678,0262019Assets 2020: $411,246Liabilities 2020: $0Net Assets 2020: $411,2462020Assets 2021: $766,414Liabilities 2021: $0Net Assets 2021: $766,4142021Assets 2022: $583,208Liabilities 2022: $0Net Assets 2022: $583,2082022Assets 2023: $433,092Liabilities 2023: $0Net Assets 2023: $433,0922023Assets 2024: $451,232Liabilities 2024: $0Net Assets 2024: $451,2322024

Latest loaded filing

2024

Assets$451,232
Liabilities$0
Net Assets$451,232
Open 2024 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KExpenses 2011: $158,4052011Expenses 2012: $169,8012012Revenue 2013: $160,038Expenses 2013: $19,824Net Income 2013: $140,2142013Revenue 2014: $119,629Expenses 2014: $205,711Net Income 2014: -$86,0822014Revenue 2015: $57,912Expenses 2015: $204,079Net Income 2015: -$146,1672015Revenue 2016: $52,762Expenses 2016: $129,696Net Income 2016: -$76,9342016Revenue 2017: $80,691Expenses 2017: $150,971Net Income 2017: -$70,2802017Revenue 2018: $75,196Expenses 2018: $207,281Net Income 2018: -$132,0852018Revenue 2019: $47,933Expenses 2019: $333,094Net Income 2019: -$285,1612019Revenue 2020: $74,692Expenses 2020: $341,472Net Income 2020: -$266,7802020Revenue 2021: $69,459Expenses 2021: $198,816Net Income 2021: -$129,3572021Revenue 2022: $14,412Expenses 2022: $197,618Net Income 2022: -$183,2062022Revenue 2023: $21,287Expenses 2023: $171,403Net Income 2023: -$150,1162023Revenue 2024: $26,174Expenses 2024: $8,034Net Income 2024: $18,1402024

Latest loaded filing

2024

Revenue$26,174
Expenses$8,034
Net Income$18,140
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.03$0.01$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.02$0.17$0.15
2022Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.01$0.20$0.18
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.07$0.20$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.07$0.34$0.27
2019Detailed filing. Detailed filing data is available for this year.$0.68$0.00$0.68$0.05$0.33$0.29
2018Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.08$0.21$0.13
2017Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.08$0.15$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.05$0.13$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.06$0.20$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.75$0.12$0.21$0.09
2013Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.16$0.02$0.14
2012Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.17
2011Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 10, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT M ROBESucc. Tte-$0--
Filing and Contact Details

Filer

Filer Name
David Levinson Trust Dated 10592
EIN
83-6052929
Phone
7405935576
Address
PO BOX 727, ATHENS, OH 45701

Signing Officer

Name
Scott M Robe
Title
Succ. Tte
Phone
7405935576
Signed
2026-03-10
Discuss with paid preparer
Yes

Preparer

Firm
Cotner & Company LLC
Address
108 E MAIN ST PO BOX 313, MC ARTHUR, OH 45651-1211
Preparer
Don B Cotner
Phone
7405965126
Raw XML Appendix268 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/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0FUNDS ARE TO BE DISBURSED FOR BIOMEDICAL RESEARCH IN THE FIELD OF CANCER - CURRENTLY ALL ARE MADE TO THE AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt08468
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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/DistributableAsAdjustedAmt030496
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt030496
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0125977
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0144318
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0122067
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0286572
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt030496
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0256076
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0392362
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0125977
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0144318
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0122067
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0648438
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0678934
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06695
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt160
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt21250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CHASE INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BANK S/C
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2ACCOUNTANT FEES
TaxesSchedule/TaxesDetail/Amt0166
TaxesSchedule/TaxesDetail/Amt1198
TaxesSchedule/TaxesDetail/Amt2100
TaxesSchedule/TaxesDetail/CategoryTxt02024 FORM 990PF EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt2OHIO ATTORNEY GENERAL FEE
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT M ROBE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SUCC. TTE
ReturnHeader/BusinessOfficerGrp/PhoneNum07405935576
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID LEVINSON TRUST DATED 10592
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0836052929
ReturnHeader/Filer/PhoneNum07405935576
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 727
ReturnHeader/Filer/USAddress/CityNm0ATHENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0882266814
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COTNER & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0108 E MAIN ST PO BOX 313
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MC ARTHUR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0456511211
ReturnHeader/PreparerPersonGrp/PhoneNum07405965126
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DON B COTNER
ReturnHeader/ReturnTs02026-03-19T13:48:03-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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