Civic Intelligence

David Levinson Trust Dated 10-05-1992 as Amended and Restated

990PF • Fiscal year 2012 • EIN 83-6052929

Jan 01, 2012 to Dec 31, 2012 • Filed on Nov 13, 2013

Organization Profile
PO Box 72745701
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

27th percentile

-3.3%

Faster asset growth than 27% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Down

$1,697,918

Down $58,405 (-3.3%) from 2011

Net Assets

Down

$1,697,918

Down $58,405 (-3.3%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$169,801

Up $11,396 (+7.2%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

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

$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

Highlighted filing

2012

Assets$1,697,918
Liabilities$0
Net Assets$1,697,918
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

Highlighted filing

2012

Revenue-
Expenses$169,801
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Nov 13, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT M ROBESucc. Tte-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantAMER COMMITTEE WEIZMANNBIOMEDICAL RESEARCH-NEW YORK, NY, US$134,456
Filing and Contact Details

Filer

EIN
83-6052929
Raw XML Appendix254 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis193219
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired02000-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired12000-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired22012-07
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02012-12
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12012-12
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0CAPITAL GAIN DISTRIBUTIONS
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss052095
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm0662
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0662
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome059301
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0134456
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm035345
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0169801
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IRS990PF/BalanceSheets/InvestmentsOtherBOY01714170
IRS990PF/BalanceSheets/InvestmentsOtherEOY01669278
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IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
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IRS990PF/BalanceSheets/RetainedEarningsEOY01697918
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY042153
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IRS990PF/BalanceSheets/TotalAssetsBOY01756323
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IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/BalanceSheets/TotalNetAssetsBOY01756323
IRS990PF/BalanceSheets/TotalNetAssetsEOY01697918
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-58405
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01697918
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01756323
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01697918
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted087306
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj087306
IRS990PF/DistributableAmount/DistributableAmountBeforeDed087306
IRS990PF/DistributableAmount/MinimumInvestmentReturn087306
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e0X
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IRS990PF/ExemptPF0X
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IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01772705
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances035397
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities01737308
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable026591
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn087306
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets01746114
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets01772705
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition04.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0SCOTT M ROBE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0SUCC. TTE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1014 W WASHINGTON ST
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0OH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode045701
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct00
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IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0134456
IRS990PF/QualifyingDistributions/ExpensesAndContributions0134456
IRS990PF/QualifyingDistributions/QualifyingDistributions0134456
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber03
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber14
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IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0SEE BELOW
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement1SEE BELOW
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement2SEE BELOW
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement3ALL INCOME IS EARMARKED (AFTER PAYMENT OF EXPENSES) FOR CONTRIBUTIONS FOR BIOMEDICAL RESEARCH
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0SCOTT M ROBE
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber07405925576
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1014 W WASHINGTON ST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0ATHENS
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0OH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode045701
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0OH
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
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IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
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IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
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IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
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IRS990PF/SummaryOfDirectCharitableActy/Description10FUNDS 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/SummaryOfDirectCharitableActy/Expenses1035345
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0134456
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0BIOMEDICAL RESEARCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10AMER COMMITTEE WEIZMANN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20INSTIT OF SCIENCE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0CHARITY
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode010017
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
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IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted087306
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IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20121160
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear30117027
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear40106196
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear50293775
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear50293775
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear0515282
IRS990PF/UndistributedIncome/ExcessFromCurrentYear047150
IRS990PF/UndistributedIncome/ExcessFromYear10123749
IRS990PF/UndistributedIncome/ExcessFromYear20121160
IRS990PF/UndistributedIncome/ExcessFromYear30117027
IRS990PF/UndistributedIncome/ExcessFromYear40106196
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IRS990PF/UndistributedIncome/TotalCorpus0809057
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0761907
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount014294
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount119108
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount26
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0FIDUCIARY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category1INVESTMENT FEES 00437
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category2BANK FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome014294
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome119108
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome26
TaxesSchedule/Taxes/Amount0200
TaxesSchedule/Taxes/Amount1462
TaxesSchedule/Taxes/Category0OHIO TAX
TaxesSchedule/Taxes/Category1FOREING TAX 000437
TaxesSchedule/Taxes/NetInvestmentIncome0200
TaxesSchedule/Taxes/NetInvestmentIncome1462
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0836052929
ReturnHeader/Filer/Name/BusinessNameLine10DAVID LEVINSON TRUST DATED 10592
ReturnHeader/Filer/NameControl0DAVI
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 727
ReturnHeader/Filer/USAddress/City0ATHENS
ReturnHeader/Filer/USAddress/State0OH
ReturnHeader/Filer/USAddress/ZIPCode045701
ReturnHeader/Officer/DateSigned02013-11-13
ReturnHeader/Officer/Name0SCOTT M ROBE
ReturnHeader/Officer/Title0SUCCESSOR TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-11-14
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10COTNER COOLEY CLARK & SHARP LLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10507 RICHLAND AVE 300 MORRISON CTR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ATHENS
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0OH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode045701
ReturnHeader/Preparer/Name0DONALD B COOLEY
ReturnHeader/Preparer/Phone07405965126
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-11-14T13:58:08-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,697,918
Liabilities
$0
Net assets
$1,697,918
Revenue
-
Expenses
$169,801
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