Civic Intelligence

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

990PF • Fiscal year 2018 • EIN 83-6052929

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 04, 2019

PO Box 727Athens, OH 45701

(740) 592-5576

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

3rd percentile

-176%

Higher net margin than 3% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

4th percentile

-28%

Faster asset growth than 4% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

27th percentile

-6.8%

Faster revenue growth than 27% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,031,850

Down $399,087 (-28%) from 2017

Net Assets

Down

$1,031,850

Down $399,087 (-28%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Down

$75,196

Down $5,495 (-6.8%) from 2017

Expenses

Up

$207,281

Up $56,310 (+37%) from 2017

Net Income

Down

-$132,085

Down $61,805 (-88%) from 2017

Historical Trend

Balance Sheet Trend

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

2018

Assets$1,031,850
Liabilities$0
Net Assets$1,031,850

Operations Trend

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

2018

Revenue$75,196
Expenses$207,281
Net Income-$132,085
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 4, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

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

Filer

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

Signing Officer

Name
Scott M Robe
Title
Succ. Tte
Signed
2019-09-04

Preparer

Firm
Cotner Cooley & Clark LLC
Address
5 DEPOT STREET, ATHENS, OH 45701
Preparer
Donald B Cooley
Phone
7405965126
Raw XML Appendix263 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/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3ALL INCOME IS EARMARKED (AFTER PAYMENT OF EXPENSES) FOR CONTRIBUTIONS FOR BIOMEDICAL RESEARCH
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt118147
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt213606
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CPA
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2CHASE INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0591
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt19074
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt213606
TaxesSchedule/TaxesDetail/Amt0470
TaxesSchedule/TaxesDetail/CategoryTxt0FOREING TAX 000437
TaxesSchedule/TaxesDetail/CategoryTxt1OHIO TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0470
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT M ROBE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SUCC. TTE
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DAVID LEVINSON TRUST DATED 10592
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0836052929
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 727
ReturnHeader/Filer/USAddress/CityNm0ATHENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045701
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId023990C784A3D2ECB0CB9697CBDB52594D3CFA369
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId023990C784A3D2ECB0CB9697CBDB52594D3CFA369
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.67.136.15
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:12:23
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0311386598
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COTNER COOLEY & CLARK LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 DEPOT STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ATHENS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045701
ReturnHeader/PreparerPersonGrp/PhoneNum07405965126
ReturnHeader/PreparerPersonGrp/PreparationDt02019-09-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DONALD B COOLEY
ReturnHeader/ReturnTs02019-11-15T10:12:23-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

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