Civic Intelligence

Bernard a and R Lorraine Morewitz Foundation

990T • Fiscal year 2021 • EIN 27-0036715

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization Profile
739 Thimble Shoals Blvd Ste 105Newport News, VA 23606

(757) 595-4500

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,502,701Liabilities 2011: $0Net Assets 2011: $2,502,7012011Assets 2013: $2,512,600Liabilities 2013: $0Net Assets 2013: $2,512,6002013Assets 2014: $2,476,480Liabilities 2014: $0Net Assets 2014: $2,476,4802014Assets 2015: $2,518,525Liabilities 2015: $0Net Assets 2015: $2,520,0172015Assets 2016: $2,632,273Liabilities 2016: $100,300Net Assets 2016: $2,531,9732016Assets 2017: $2,692,690Liabilities 2017: $100,300Net Assets 2017: $2,592,3902017Assets 2018: $3,181,365Liabilities 2018: $0Net Assets 2018: $3,181,3652018Assets 2019: $3,391,026Liabilities 2019: $0Net Assets 2019: $3,391,0262019Assets 2020: $2,920,757Liabilities 2020: $0Net Assets 2020: $2,920,7572020Assets 2021: $3,264,669Liabilities 2021: $0Net Assets 2021: $3,264,6692021Assets 2022: $3,286,522Liabilities 2022: $0Net Assets 2022: $3,286,5222022Assets 2023: $3,184,215Liabilities 2023: $0Net Assets 2023: $3,184,2152023Assets 2024: $3,280,543Liabilities 2024: $0Net Assets 2024: $3,280,5432024

Latest loaded filing

2024

Assets$3,280,543
Liabilities$0
Net Assets$3,280,543
Open 2024 Filing

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2011: $123,0022011Revenue 2013: $43,455Expenses 2013: $71,978Net Income 2013: -$28,5232013Revenue 2014: $45,200Expenses 2014: $88,037Net Income 2014: -$42,8372014Revenue 2015: $449,760Expenses 2015: $467,440Net Income 2015: -$17,6802015Revenue 2016: $69,961Expenses 2016: $82,146Net Income 2016: -$12,1852016Revenue 2017: $56,508Expenses 2017: $35,820Net Income 2017: $20,6882017Revenue 2018: $204,027Expenses 2018: $190,278Net Income 2018: $13,7492018Revenue 2019: $88,236Expenses 2019: $131,012Net Income 2019: -$42,7762019Revenue 2020: $242,498Expenses 2020: $42,716Net Income 2020: $199,7822020Revenue 2021: $198,031Expenses 2021: $154,050Net Income 2021: $43,9812021Revenue 2022: $97,289Expenses 2022: $117,525Net Income 2022: -$20,2362022Revenue 2023: $106,992Expenses 2023: $208,053Net Income 2023: -$101,0612023Revenue 2024: $128,507Expenses 2024: $97,609Net Income 2024: $30,8982024

Latest loaded filing

2024

Revenue$128,507
Expenses$97,609
Net Income$30,898
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
Bernard a and R Lorraine Morewitz
EIN
27-0036715
Phone
7575954500
Address
739 THIMBLE SHOALS BLVD STE 105, NEWPORT NEWS, VA 23606

Signing Officer

Name
E D David
Title
President & Treas
Phone
7575954500
Signed
2022-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Bean Global Advisors LLC
Address
739 THIMBLE SHOALS BLVD STE 101, NEWPORT NEWS, VA 23606-3562
Preparer
John Mitchell Bean
Phone
7575898123
Raw XML Appendix87 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
IRS990T/BooksInCareOfDetail/PersonNm0E D DAVID
IRS990T/BooksInCareOfDetail/PhoneNum07575954500
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0739 THIMBLE SHOALS BLVD
IRS990T/BooksInCareOfDetail/USAddress/AddressLine2Txt0SUITE 105
IRS990T/BooksInCareOfDetail/USAddress/CityNm0NEWPORT NEWS
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd023606
IRS990T/BookValueAssetsEOYAmt03264669
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/EstimatedTaxPaymentsAmt012900
IRS990T/ExtsnRequestIncomeTaxPaidAmt031598
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/OverpaymentAmt044468
IRS990T/OverpaymentSection/RefundAmt044468
IRS990TScheduleA/OfficerDirTrstCompGrp/PersonNm0E D DAVID
IRS990TScheduleA/OfficerDirTrstCompGrp/PersonNm1HOWARD F SMITH
IRS990TScheduleA/OfficerDirTrstCompGrp/PersonNm2IRVING B GOLDSTEIN
IRS990TScheduleA/OfficerDirTrstCompGrp/TitleTxt0PRESIDENT & TREAS
IRS990TScheduleA/OfficerDirTrstCompGrp/TitleTxt1SECRETARY
IRS990TScheduleA/OfficerDirTrstCompGrp/TitleTxt2DIRECTOR
IRS990TScheduleA/OfficerDirTrstCompGrp/UnrelatedBusinessCompAmt08787
IRS990TScheduleA/OfficerDirTrstCompGrp/UnrelatedBusinessCompAmt18787
IRS990TScheduleA/OfficerDirTrstCompGrp/UnrelatedBusinessCompAmt28787
IRS990TScheduleA/OtherDeductionsAmt03658
IRS990TScheduleA/PrincipalBusinessActivityCd0525990
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalDeductionsAmt030019
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt031160
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt026361
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt031160
IRS990TScheduleA/TotUnrltTrdBusIncmAmt031160
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0UNRELATED BUSINESS ACTIVITY
IRS990TScheduleA/UBIBeforeNOLDedAmt01141
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt01141
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt030
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt030
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt044498
IRS990T/TotalTaxAmt030
IRS990T/TotalTaxComputationAmt030
IRS990T/TotalUBTIAmt0141
IRS990T/TotalUBTIBeforeNOLSpecificAmt01141
IRS990T/TotalUBTIBeforeSection199AAmt01141
IRS990T/TotalUBTIComputedAmt01141
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0E D DAVID
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum07575954500
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERNARD A AND R LORRAINE MOREWITZ
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0270036715
ReturnHeader/Filer/PhoneNum07575954500
ReturnHeader/Filer/USAddress/AddressLine1Txt0739 THIMBLE SHOALS BLVD STE 105
ReturnHeader/Filer/USAddress/CityNm0NEWPORT NEWS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd023606
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461455632
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEAN GLOBAL ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0739 THIMBLE SHOALS BLVD STE 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWPORT NEWS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0236063562
ReturnHeader/PreparerPersonGrp/PhoneNum07575898123
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN MITCHELL BEAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-11-14T10:40:44-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0E D
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DAVID
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
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