Bernard a and R Lorraine Morewitz Foundation

990PF • Fiscal year 2014 • EIN 27-0036715

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

Organization Profile

739 Thimble Shoals Blvd Ste 105Newport News, VA 23606

(757) 595-4500

Siviq Scores

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

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

-95%

Higher net margin than 5% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

$20,000

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 44.2% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

-1.4%

Faster asset growth than 34% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

4.0%

Faster revenue growth than 51% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets28th percentile

Assets

Down

$2,476,480

Down $36,120 (-1.4%) from 2013

Net Assets

Down

$2,476,480

Down $36,120 (-1.4%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue27th percentile Net Margin5th percentile

Revenue

$45,200

Up $1,745 (+4.0%) from 2013

Expenses

$88,037

Up $16,059 (+22%) from 2013

Net Income

Down

-$42,837

Down $14,314 (-50%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

Highlighted filing

2014

Assets$2,476,480

Liabilities$0

Net Assets$2,476,480

Open 2014 Filing

Operations Trend

Revenue Growth51st percentile

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

Highlighted filing

2014

Revenue$45,200

Expenses$88,037

Net Income-$42,837

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2014 to Dec 31, 2014
Signed: Nov 16, 2015
Return Version: 2014v5.0

Compensation and Service Providers

Top Officer Pay48th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
E D DAVID	President	-	$20,000	-	$20,000
HOWARD F SMITH	Secretary	-	$20,000	-	$20,000

Filing and Contact Details

Filer

Filer Name: Bernard a and R Lorraine Morewitz
EIN: 27-0036715
Address: 739 THIMBLE SHOALS BLVD STE 105, NEWPORT NEWS, VA 23606

Signing Officer

Name: E D David
Title: President
Signed: 2015-11-16
Discuss with paid preparer: Yes

Preparer

Firm: Bean Global Advisors LLC
Address: 1125 LADY GINGER LN, VIRGINIA BEACH, VA 23455
Preparer: John Bean
Phone: 7578730725

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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/PrivateOperatingFoundationInd	0	true
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt	0	FOUNDATION OFFICERS EVALUATE NEEDS OF THE COMMUNITY AND CONSIDER CONTRIBUTIONS TO ORGANIZATIONS CONSISTENT WITH ITS OBJECTIVES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt	0	20000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt	0	N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	47000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	SYNAGOGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	RODEF SHOLOM TEMPLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	2700 WHEALTON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	HAMPTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	23606
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	47000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	80500
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	80500
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	54
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	80554
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	12
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	12
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	0	25377
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	1	10369
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	2	-3630
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt	3	-29
OtherIncomeSchedule2/OtherIncomeDetail/Desc	0	DAVCO OF VA
OtherIncomeSchedule2/OtherIncomeDetail/Desc	1	ANCHOR TIP
OtherIncomeSchedule2/OtherIncomeDetail/Desc	2	QPATH INVESTORS
OtherIncomeSchedule2/OtherIncomeDetail/Desc	3	GATHERING GROUP LLC
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	0	25377
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	1	10369
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	2	-3630
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt	3	-29
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	0	25377
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	1	10369
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	2	-3630
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt	3	-29
OtherIncreasesSchedule/OtherIncreasesDetail/Amt	0	6717
OtherIncreasesSchedule/OtherIncreasesDetail/Desc	0	UNREALIZED APPRECIATION
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	25
TaxesSchedule/TaxesDetail/Amt	0	25
TaxesSchedule/TaxesDetail/CategoryTxt	0	REGISTRATION FEES
ReturnHeader/BuildTS	0	2016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	E D DAVID
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	PRESIDENT
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-11-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	BERNARD A AND R LORRAINE MOREWITZ
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt	0	FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt	0	BERN
ReturnHeader/Filer/EIN	0	270036715
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	739 THIMBLE SHOALS BLVD STE 105
ReturnHeader/Filer/USAddress/CityNm	0	NEWPORT NEWS
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	VA
ReturnHeader/Filer/USAddress/ZIPCd	0	23606
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	461455632
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	BEAN GLOBAL ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	1125 LADY GINGER LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	VIRGINIA BEACH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	23455
ReturnHeader/PreparerPersonGrp/PhoneNum	0	7578730725
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2015-11-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	JOHN BEAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd	0	X
ReturnHeader/ReturnTs	0	2015-11-16T10:29:47-06:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2014-01-01
ReturnHeader/TaxPeriodEndDt	0	2014-12-31
ReturnHeader/TaxYr	0	2014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $2,476,480
Liabilities: $0
Net assets: $2,476,480
Revenue: $45,200
Expenses: $88,037
Net income: -$42,837

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$3.28	$0.00	$3.28	$0.13	$0.10	$0.03
2023Detailed filing. Detailed filing data is available for this year.	$3.18	$0.00	$3.18	$0.11	$0.21	$0.10
2022Detailed filing. Detailed filing data is available for this year.	$3.29	$0.00	$3.29	$0.10	$0.12	$0.02
2021Detailed filing. Detailed filing data is available for this year.	$3.26	$0.00	$3.26	$0.20	$0.15	$0.04
2020Detailed filing. Detailed filing data is available for this year.	$2.92	$0.00	$2.92	$0.24	$0.04	$0.20
2019Detailed filing. Detailed filing data is available for this year.	$3.39	$0.00	$3.39	$0.09	$0.13	$0.04
2018Detailed filing. Detailed filing data is available for this year.	$3.18	$0.00	$3.18	$0.20	$0.19	$0.01
2017Detailed filing. Detailed filing data is available for this year.	$2.69	$0.10	$2.59	$0.06	$0.04	$0.02
2016Detailed filing. Detailed filing data is available for this year.	$2.63	$0.10	$2.53	$0.07	$0.08	$0.01
2015Detailed filing. Detailed filing data is available for this year.	$2.52	$0.00	$2.52	$0.45	$0.47	$0.02
2014Detailed filing. Detailed filing data is available for this year.	$2.48	$0.00	$2.48	$0.05	$0.09	$0.04
2013Detailed filing. Detailed filing data is available for this year.	$2.51	$0.00	$2.51	$0.04	$0.07	$0.03
2011Detailed filing. Detailed filing data is available for this year.	$2.50	$0.00	$2.50		$0.12