Civic Intelligence

Bernard a and R Lorraine Morewitz Foundation

990PF • Fiscal year 2016 • EIN 27-0036715

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 13, 2017

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.

Liabilities / Assets

47th percentile

0.04x

Higher debt load relative to assets than 47% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

89th percentile

1.43x

Higher debt load relative to revenue than 89% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

21st percentile

-17%

Higher net margin than 21% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

46th percentile

$12,032

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 17.2% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

64th percentile

4.5%

Faster asset growth than 64% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-84%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$2,632,273

Up $113,748 (+4.5%) from 2015

Net Assets

Up

$2,531,973

Up $11,956 (+0.5%) from 2015

Liabilities

Up

$100,300

Up $100,300 from 2015

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin21st percentile

Revenue

Down

$69,961

Down $379,799 (-84%) from 2015

Expenses

Down

$82,146

Down $385,294 (-82%) from 2015

Net Income

Up

-$12,185

Up $5,495 (+31%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

Highlighted filing

2016

Assets$2,632,273
Liabilities$100,300
Net Assets$2,531,973
Open 2016 Filing

Operations Trend

Revenue Growth2nd percentile

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

Highlighted filing

2016

Revenue$69,961
Expenses$82,146
Net Income-$12,185
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 13, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
E D DAVIDPresident &-$12,032-$12,032
HOWARD F SMITHSecretary-$12,032-$12,032
IRVING B GOLDSTEINDirector-$12,032-$12,032
Filing and Contact Details

Filer

Filer Name
Bernard a Morewitz Charitable
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
2017-11-13
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 Bean
Phone
7578730725
Raw XML Appendix359 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/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0E D DAVID
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0739 THIMBLE SHOALS BLVD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0SUITE 105
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NEWPORT NEWS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd023606
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07575954500
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0FOUNDATION OFFICERS EVALUATE NEEDS OF THE COMMUNITY AND CONSIDER CONTRIBUTIONS TO ORGANIZATIONS CONSISTENT WITH ITS OBJECTIVES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt045000
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt045000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SYNAGOGUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0RODEF SHOLOM TEMPLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0RELIGIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NOT APPLICABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02700 WHEALTON RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HAMPTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd023606
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045000
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/AppliedToCurrentYearAmt045000
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0142495
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt080213
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt080213
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt080213
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt045000
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt080213
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017282
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0R LORRAINE MOREWITZ TRUST
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0739 THIMBLE SHOALS BLVD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2Txt0SUITE 105
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEWPORT NEWS
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd023606
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt046467
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt04779
OtherDecreasesSchedule/OtherDecreasesDetail/Amt12377
OtherDecreasesSchedule/OtherDecreasesDetail/Amt252
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ANCHOR TIP UNREALIZED LOSSES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1THE GATHERING GROUP TEMPORARY DIFFERENCES
OtherDecreasesSchedule/OtherDecreasesDetail/Desc2CHAI - HARREN III: OTHER
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK SERVICE CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherIncomeSchedule2/OtherIncomeDetail/Desc0QPATH INVESTORS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1THE GATHERING GROUP
OtherIncomeSchedule2/OtherIncomeDetail/Desc2OLD JAMESTOWN APARTMENTS
OtherIncomeSchedule2/OtherIncomeDetail/Desc3LEAPFROG OF VIRGINIA LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc4CHAI - HARREN III
OtherIncomeSchedule2/OtherIncomeDetail/Desc5NEWPORT RICHMOND LLC
OtherIncomeSchedule2/OtherIncomeDetail/Desc6DAVCO OF VA
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-3363
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1121
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt25703
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt3-20
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt4-1124
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt5-2171
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt6-1213
OtherIncreasesSchedule/OtherIncreasesDetail/Amt023927
OtherIncreasesSchedule/OtherIncreasesDetail/Amt16013
OtherIncreasesSchedule/OtherIncreasesDetail/Amt22901
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED APPRECIATION - TD AMERITRADE
OtherIncreasesSchedule/OtherIncreasesDetail/Desc1DAVCO OF VA: TEMPORARY DIFFERENCES
OtherIncreasesSchedule/OtherIncreasesDetail/Desc2QPATH INVESTORS: TEMPORARY DIFFERENCES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYABLE TO AFFILIATE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0100300
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt025
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0REGISTRATION FEES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0E D DAVID
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum07575954500
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERNARD A MOREWITZ CHARITABLE
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/FilingSecurityInformation/AtSubmissionCreationDeviceId055D65FDD7807CBA6081EF9E0ECD2D735FD020F8E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId055D65FDD7807CBA6081EF9E0ECD2D735FD020F8E
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/PhoneNum07578730725
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN BEAN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-11-15T11:18:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,632,273
Liabilities
$100,300
Net assets
$2,531,973
Revenue
$69,961
Expenses
$82,146
Net income
-$12,185
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
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