Civic Intelligence

Howard and Irene Levine Family Foundation

990PF • Fiscal year 2017 • EIN 95-4663360

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 26, 2018

1660 Bush StreetSan Francisco, CA 94109

(415) 561-6540

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

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

2017 filings • $10M-$25M nonprofits • Source year 2017

Net Margin

87th percentile

45%

Higher net margin than 87% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

40th percentile

$120,000

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2017 filings • $10M-$25M nonprofits • Source year 2017

Asset Growth

32nd percentile

0.1%

Faster asset growth than 32% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2015 to 2017

Revenue Growth

83rd percentile

42%

Faster revenue growth than 83% of similar nonprofits.

2017 filings • $10M-$25M nonprofits • Annualized from 2015 to 2017

Assets

Up

$14,998,206

Up $25,503 (+0.2%) from 2015

Net Assets

$14,998,206

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $200,000 (-100%) from 2015

Revenue

Up

$1,116,347

Up $560,492 (+101%) from 2015

Expenses

Down

$609,694

Down $388,838 (-39%) from 2015

Net Income

Up

$506,653

Up $949,330 (+214%) from 2015

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $13,642,206Liabilities 2011: $02011Assets 2012: $13,255,496Liabilities 2012: $12,2582012Assets 2013: $14,265,382Liabilities 2013: $02013Assets 2014: $15,517,934Liabilities 2014: $24,0002014Assets 2015: $14,972,703Liabilities 2015: $200,0002015Assets 2017: $14,998,206Liabilities 2017: $0Net Assets 2017: $14,998,2062017Assets 2018: $17,777,933Liabilities 2018: $0Net Assets 2018: $17,777,9332018Assets 2019: $17,543,364Liabilities 2019: $0Net Assets 2019: $17,543,3642019Assets 2020: $17,075,075Liabilities 2020: $65,000Net Assets 2020: $17,010,0752020Assets 2021: $16,837,880Liabilities 2021: $15,000Net Assets 2021: $16,822,8802021Assets 2022: $15,854,188Liabilities 2022: $0Net Assets 2022: $15,854,1882022Assets 2023: $13,312,637Liabilities 2023: $0Net Assets 2023: $13,312,6372023Assets 2024: $11,569,313Liabilities 2024: $0Net Assets 2024: $11,569,3132024

Highlighted filing

2017

Assets$14,998,206
Liabilities$0
Net Assets$14,998,206

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $6,107,094Expenses 2011: $670,770Net Income 2011: $5,436,3242011Revenue 2012: $838,180Expenses 2012: $1,237,148Net Income 2012: -$398,9682012Revenue 2013: $3,122,958Expenses 2013: $1,485,255Net Income 2013: $1,637,7032013Revenue 2014: $2,560,970Expenses 2014: $1,138,908Net Income 2014: $1,422,0622014Revenue 2015: $555,855Expenses 2015: $998,532Net Income 2015: -$442,6772015Revenue 2017: $1,116,347Expenses 2017: $609,694Net Income 2017: $506,6532017Revenue 2018: $3,911,277Expenses 2018: $1,137,412Net Income 2018: $2,773,8652018Revenue 2019: $610,370Expenses 2019: $885,916Net Income 2019: -$275,5462019Revenue 2020: $440,530Expenses 2020: $973,467Net Income 2020: -$532,9372020Revenue 2021: $635,547Expenses 2021: $880,557Net Income 2021: -$245,0102021Revenue 2022: $378,745Expenses 2022: $1,237,036Net Income 2022: -$858,2912022Revenue 2023: $112,067Expenses 2023: $2,553,898Net Income 2023: -$2,441,8312023Revenue 2024: $1,898,993Expenses 2024: $3,642,453Net Income 2024: -$1,743,4602024

Highlighted filing

2017

Revenue$1,116,347
Expenses$609,694
Net Income$506,653
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 26, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID LEVINEExecutive DirectorPT$120,000-$120,000
HOWARD LEVINEPresident-$0--
IRENE LEVINESecretary-$0--
JAY LEVINETreasurer-$0--
MARCI DOLLINGERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Howard and Irene Levine
EIN
95-4663360
Phone
4155616540
Address
1660 BUSH STREET, SAN FRANCISCO, CA 94109

Signing Officer

Name
David Levine
Title
Executive Director
Signed
2018-09-26
Discuss with paid preparer
Yes

Preparer

Firm
Brighton Financial Network Inc
Address
27441 TOURNEY RD 200, VALENCIA, CA 91355
Preparer
Walter Beddeo
Phone
6612954691
Raw XML Appendix360 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HOWARD LEVINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1IRENE LEVINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DAVID LEVINE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JAY LEVINE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Executive Dir.
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01660 BUSH STREET SUITE 300
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAN FRANCISCO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd094109
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0PACIFIC FOUNDATION SERVICES
IRS990PF/StatementsRegardingActyGrp/PhoneNum04155616540
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0320250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PLEASE SEE ATTACHED SCHEDULE FOR DETAIL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd094109
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0320250
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/AppliedToCurrentYearAmt0697058
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0803949
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0106891
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0202995
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0361345
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0757582
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0535976
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0106891
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0429085
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01321922
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0202995
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0361345
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0757582
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0697058
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01751007
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01857898
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt05947674
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt1951
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt2500000
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MUTUAL FUNDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1PREPAID EXPENSES
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2SKYLINE EQUITIES WEDGEWOOD
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt06197476
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MEDICAL PREMIUMS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PAYROLL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2WORKERS COMP
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt027984
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1784
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2970
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt027984
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1784
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2970
OtherIncreasesSchedule/OtherIncreasesDetail/Amt027974
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BASIS ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt30
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt132272
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt250035
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt35000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0AUDIT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT ADVISOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2PROFESSIONAL SERVICES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3TAX PREPARATION AND CONSULTING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt06100
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt132272
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt250035
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt35000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt30
TaxesSchedule/TaxesDetail/Amt03227
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt29504
TaxesSchedule/TaxesDetail/Amt375
TaxesSchedule/TaxesDetail/Amt4180
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX WITHHELD
TaxesSchedule/TaxesDetail/CategoryTxt1FRANCHISE TAX BOARD
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAXES
TaxesSchedule/TaxesDetail/CategoryTxt3REGISTRY OF CHARITABLE TRUSTS
TaxesSchedule/TaxesDetail/CategoryTxt4STATE OF CALIFORNIA
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID LEVINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOWARD AND IRENE LEVINE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HOWA
ReturnHeader/Filer/EIN0954663360
ReturnHeader/Filer/PhoneNum04155616540
ReturnHeader/Filer/USAddress/AddressLine1Txt01660 BUSH STREET
ReturnHeader/Filer/USAddress/CityNm0SAN FRANCISCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd094109
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320082823
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BRIGHTON FINANCIAL NETWORK INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt027441 TOURNEY RD 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VALENCIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd091355
ReturnHeader/PreparerPersonGrp/PhoneNum06612954691
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Walter Beddeo
ReturnHeader/ReturnTs02018-09-26T15:30:43-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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