Civic Intelligence

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

990PF • Fiscal year 2024 • EIN 83-6052929

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 07, 2025

Organization Profile
PO Box 727Athens, OH 45701

(740) 593-5576

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

94th percentile

69%

Higher net margin than 94% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

58th percentile

4.2%

Faster asset growth than 58% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

70th percentile

23%

Faster revenue growth than 70% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$451,232

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

Net Assets

Up

$451,232

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

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin94th 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

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2024

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

Operations Trend

Revenue Growth70th percentile

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

2024

Revenue$26,174
Expenses$8,034
Net Income$18,140
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 7, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay79th 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
2025-04-07
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 Appendix256 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
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt12015-03
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0SPDR S&P 500 ETF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1SPDR S&P 500 ETF
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2JP MORGAN CAP GAIN DIVIDENDS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt042116
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt156861
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2208
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt010474
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1109
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt016411
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt011896
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt016383
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt018140
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0109156
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt028
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt028
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt028
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt011924
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt07530
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0504
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt027378
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt027378
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt027378
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt027544
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0166
IRS990PF/DistributableAmountGrp/TotalTaxAmt0166
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0166
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0166
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0166
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0166
IRS990PF/FMVAssetsEOYAmt0586962
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0183115
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0207750
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt08389
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0550884
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SCOTT M ROBE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0SUCC. TTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt014 W WASHINGTON ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ATHENS
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt00
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0SEE BELOW
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1SEE BELOW
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2SEE BELOW
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3ALL INCOME IS EARMARKED (AFTER PAYMENT OF EXPENSES) FOR CONTRIBUTIONS FOR BIOMEDICAL RESEARCH
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum07405925576
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IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0913717
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06230
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt150
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt21250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0CHASE INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1BANK S/C
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2ACCOUNTANT FEES
TaxesSchedule/TaxesDetail/Amt0191
TaxesSchedule/TaxesDetail/Amt1213
TaxesSchedule/TaxesDetail/Amt2100
TaxesSchedule/TaxesDetail/CategoryTxt02023 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/SignatureDt02025-04-07
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02025-04-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DON B COTNER
ReturnHeader/ReturnTs02025-04-15T14:59:15-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$451,232
Liabilities
$0
Net assets
$451,232
Revenue
$26,174
Expenses
$8,034
Net income
$18,140
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