Civic Intelligence

The Bernard and Sarah Gewirz Foundation Inc.

990PF • Fiscal year 2016 • EIN 52-1381689

Dec 01, 2015 to Nov 30, 2016 • Filed on Sep 26, 2017

Organization Profile
1666 K St NW Ste 430Washington, DC 20006

(202) 296-7311

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.00x

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Net Margin

8th percentile

-77%

Higher net margin than 8% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

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

2016 filings • $5M-$10M nonprofits • Source year 2016

Asset Growth

24th percentile

-3.7%

Faster asset growth than 24% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

2nd percentile

-89%

Faster revenue growth than 2% of similar nonprofits.

2016 filings • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$6,184,418

Down $234,375 (-3.7%) from 2015

Net Assets

Down

$6,184,418

Down $234,375 (-3.7%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin8th percentile

Revenue

Down

$303,814

Down $2,469,302 (-89%) from 2015

Expenses

Up

$538,189

Up $73,541 (+16%) from 2015

Net Income

Down

-$234,375

Down $2,542,843 (-110%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,621,463Liabilities 2011: $02011Assets 2012: $3,698,681Liabilities 2012: $0Net Assets 2012: $3,698,6812012Assets 2013: $3,829,311Liabilities 2013: $0Net Assets 2013: $3,829,3112013Assets 2014: $4,110,325Liabilities 2014: $0Net Assets 2014: $4,110,3252014Assets 2015: $6,418,793Liabilities 2015: $0Net Assets 2015: $6,418,7932015Assets 2016: $6,184,418Liabilities 2016: $0Net Assets 2016: $6,184,4182016Assets 2017: $6,159,475Liabilities 2017: $0Net Assets 2017: $6,159,4752017Assets 2018: $6,314,367Liabilities 2018: $0Net Assets 2018: $6,314,3672018Assets 2019: $6,273,215Liabilities 2019: $0Net Assets 2019: $6,273,2152019Assets 2020: $6,419,739Liabilities 2020: $0Net Assets 2020: $6,419,7392020Assets 2021: $6,271,473Liabilities 2021: $0Net Assets 2021: $6,271,4732021Assets 2022: $6,068,652Liabilities 2022: $0Net Assets 2022: $6,068,6522022Assets 2023: $6,541,217Liabilities 2023: $0Net Assets 2023: $6,541,2172023Assets 2024: $6,632,659Liabilities 2024: $0Net Assets 2024: $6,632,6592024

Highlighted filing

2016

Assets$6,184,418
Liabilities$0
Net Assets$6,184,418
Open 2016 Filing

Operations Trend

Revenue Growth2nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $554,539Expenses 2011: $571,878Net Income 2011: -$17,3392011Expenses 2012: $642,8252012Expenses 2013: $556,1292013Revenue 2014: $737,174Expenses 2014: $456,160Net Income 2014: $281,0142014Revenue 2015: $2,773,116Expenses 2015: $464,648Net Income 2015: $2,308,4682015Revenue 2016: $303,814Expenses 2016: $538,189Net Income 2016: -$234,3752016Revenue 2017: $656,641Expenses 2017: $681,584Net Income 2017: -$24,9432017Revenue 2018: $669,025Expenses 2018: $514,133Net Income 2018: $154,8922018Revenue 2019: $723,346Expenses 2019: $764,498Net Income 2019: -$41,1522019Revenue 2020: $755,008Expenses 2020: $608,484Net Income 2020: $146,5242020Revenue 2021: $477,867Expenses 2021: $626,133Net Income 2021: -$148,2662021Revenue 2022: $577,162Expenses 2022: $670,016Net Income 2022: -$92,8542022Revenue 2023: $1,078,775Expenses 2023: $605,710Net Income 2023: $473,0652023Revenue 2024: $653,498Expenses 2024: $562,056Net Income 2024: $91,4422024

Highlighted filing

2016

Revenue$303,814
Expenses$538,189
Net Income-$234,375
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2015 to Nov 30, 2016
Signed
Sep 26, 2017
Return Version
2015v3.0
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BERNARD S GEWIRZPresidentPT$0--
SARAH M GEWIRZDir/SecyPT$0--
MICHAEL K GEWIRZDir/VP-$0--
JONATHAN K GEWIRZDirector-$0--
STEVEN B GEWIRZDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITABLECHARITABLE OWASHINGTON, DC, US$516,250
Filing and Contact Details

Filer

Filer Name
The Bernard & Sarah Gewirz Fdn
EIN
52-1381689
Phone
2022967311
Address
1666 K ST NW STE 430, WASHINGTON, DC 20006

Signing Officer

Name
Sarah M Gewirz
Title
Dir/secy
Phone
2028281021
Signed
2017-09-26
Discuss with paid preparer
Yes

Preparer

Firm
Barkanic & Ames LLC
Address
15200 OMEGA DRIVE SUITE 250, ROCKVILLE, MD 20850-3241
Preparer
John T Barkanic CPA
Phone
3013306664
Raw XML Appendix314 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/PersonNm0BERNARD S GEWIRZ
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01666 K STREET NW SUITE 430
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WASHINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0DC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd020006
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SARAH GEWIRZ
IRS990PF/StatementsRegardingActyGrp/PhoneNum02022967311
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIFIC FORM REQUIRED. APPLICATIONS SHOULD INCLUDE NAME, ADDRESS AND INFORMATION REGARDING CHARITABLE PURPOSE AND STATUS AS EXEMPT ORGANIZATION.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0BERNARD S GEWIRZ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02022967311
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01666 K ST NW 430
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd020006
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0516250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITABLE O
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WASHINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0DC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd020006
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0516250
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/AppliedToCurrentYearAmt0225757
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0225757
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0255302
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0131906
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0329201
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0417644
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0365411
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0365411
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01424546
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0290493
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0255302
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0131906
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0329201
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0417644
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0516250
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0290493
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01789957
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01499464
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PROFESSIONAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2ADMINISTRATIVE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MANAGEMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01017
OtherIncomeSchedule2/OtherIncomeDetail/Desc0PARTNERSHIP INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MADOFF RECOVERY
OtherIncomeSchedule2/OtherIncomeDetail/Desc2OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0263589
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt11150
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt26397
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0263589
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11150
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt26397
TaxesSchedule/TaxesDetail/Amt020922
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SARAH M GEWIRZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIR/SECY
ReturnHeader/BusinessOfficerGrp/PhoneNum02028281021
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BERNARD & SARAH GEWIRZ FDN
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0521381689
ReturnHeader/Filer/PhoneNum02022967311
ReturnHeader/Filer/USAddress/AddressLine1Txt01666 K ST NW STE 430
ReturnHeader/Filer/USAddress/CityNm0WASHINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DC
ReturnHeader/Filer/USAddress/ZIPCd020006
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0522279476
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARKANIC & AMES LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015200 OMEGA DRIVE SUITE 250
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROCKVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208503241
ReturnHeader/PreparerPersonGrp/PhoneNum03013306664
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN T BARKANIC CPA
ReturnHeader/ReturnTs02017-10-02T11:45:08-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02015-12-01
ReturnHeader/TaxPeriodEndDt02016-11-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$6,184,418
Liabilities
$0
Net assets
$6,184,418
Revenue
$303,814
Expenses
$538,189
Net income
-$234,375
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.63$0.00$6.63$0.65$0.56$0.09
2023Detailed filing. Detailed filing data is available for this year.$6.54$0.00$6.54$1.08$0.61$0.47
2022Detailed filing. Detailed filing data is available for this year.$6.07$0.00$6.07$0.58$0.67$0.09
2021Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.48$0.63$0.15
2020Detailed filing. Detailed filing data is available for this year.$6.42$0.00$6.42$0.76$0.61$0.15
2019Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.72$0.76$0.04
2018Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.67$0.51$0.15
2017Detailed filing. Detailed filing data is available for this year.$6.16$0.00$6.16$0.66$0.68$0.02
2016Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$0.30$0.54$0.23
2015Detailed filing. Detailed filing data is available for this year.$6.42$0.00$6.42$2.77$0.46$2.31
2014Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.74$0.46$0.28
2013Detailed filing. Detailed filing data is available for this year.$3.83$0.00$3.83$0.56
2012Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.64
2011Summary only. Only limited summary data is available for this year.$3.62$0.00$0.55$0.57$0.02