Civic Intelligence

Jonathan D and Mark C Lewis Foundation Inc.

990PF • Fiscal year 2022 • EIN 65-0330579

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

3595 Anchorage WayCoconut Grove, FL 33133

(305) 669-8990

Siviq Scores

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

Liabilities / Assets

19th percentile

0.01x

Higher debt load relative to assets than 19% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Source year 2022

Liabilities / Revenue

14th percentile

0.01x

Higher debt load relative to revenue than 14% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Source year 2022

Net Margin

97th percentile

93%

Higher net margin than 97% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Source year 2022

Top Officer Pay

40th percentile

$300,000

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2022 filings • $100M-$250M nonprofits • Source year 2022

Asset Growth

99th percentile

235%

Faster asset growth than 99% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Annualized from 2021 to 2022

Revenue Growth

99th percentile

1772%

Faster revenue growth than 99% of similar nonprofits.

2022 filings • $100M-$250M nonprofits • Annualized from 2021 to 2022

Assets

Up

$132,707,407

Up $93,051,041 (+235%) from 2021

Net Assets

Up

$131,620,500

Up $93,115,486 (+242%) from 2021

Liabilities

Down

$1,086,907

Down $64,445 (-5.6%) from 2021

Revenue

Up

$102,786,021

Up $97,294,737 (+1772%) from 2021

Expenses

Up

$7,197,099

Up $3,662,575 (+104%) from 2021

Net Income

Up

$95,588,922

Up $93,632,162 (+4785%) from 2021

Historical Trend

Balance Sheet Trend

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

$200M$150M$100M$50M$0Assets 2010: $5,278,882Liabilities 2010: $0Net Assets 2010: $5,278,8822010Assets 2011: $4,968,930Liabilities 2011: $0Net Assets 2011: $4,968,9302011Assets 2012: $5,464,479Liabilities 2012: $0Net Assets 2012: $5,464,4792012Assets 2013: $6,605,655Liabilities 2013: $02013Assets 2014: $8,014,428Liabilities 2014: $0Net Assets 2014: $8,014,4282014Assets 2015: $9,189,204Liabilities 2015: $0Net Assets 2015: $9,189,2042015Assets 2016: $11,606,789Liabilities 2016: $0Net Assets 2016: $11,606,7892016Assets 2017: $14,921,050Liabilities 2017: $0Net Assets 2017: $14,921,0502017Assets 2018: $19,709,083Liabilities 2018: $26,740Net Assets 2018: $19,682,3432018Assets 2019: $25,268,251Liabilities 2019: $1,904,384Net Assets 2019: $23,363,8672019Assets 2020: $36,949,429Liabilities 2020: $1,604,517Net Assets 2020: $35,344,9122020Assets 2021: $39,656,366Liabilities 2021: $1,151,352Net Assets 2021: $38,505,0142021Assets 2022: $132,707,407Liabilities 2022: $1,086,907Net Assets 2022: $131,620,5002022Assets 2023: $139,696,597Liabilities 2023: $404,103Net Assets 2023: $139,292,4942023Assets 2024: $167,915,270Liabilities 2024: $481,774Net Assets 2024: $167,433,4962024

Highlighted filing

2022

Assets$132,707,407
Liabilities$1,086,907
Net Assets$131,620,500

Operations Trend

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

$150M$100M$50M$0-$50MExpenses 2010: $191,2322010Expenses 2011: $471,0512011Expenses 2012: $320,0732012Revenue 2013: $239,960Expenses 2013: $336,683Net Income 2013: -$96,7232013Revenue 2014: $5,275,765Expenses 2014: $1,185,151Net Income 2014: $4,090,6142014Revenue 2015: $2,081,124Expenses 2015: $1,128,806Net Income 2015: $952,3182015Revenue 2016: $3,321,595Expenses 2016: $1,498,774Net Income 2016: $1,822,8212016Revenue 2017: $4,961,093Expenses 2017: $1,870,964Net Income 2017: $3,090,1292017Revenue 2018: $7,901,831Expenses 2018: $2,118,005Net Income 2018: $5,783,8262018Revenue 2019: $7,189,970Expenses 2019: $5,396,995Net Income 2019: $1,792,9752019Revenue 2020: $13,089,783Expenses 2020: $2,821,538Net Income 2020: $10,268,2452020Revenue 2021: $5,491,284Expenses 2021: $3,534,524Net Income 2021: $1,956,7602021Revenue 2022: $102,786,021Expenses 2022: $7,197,099Net Income 2022: $95,588,9222022Revenue 2023: $5,326,715Expenses 2023: $11,880,880Net Income 2023: -$6,554,1652023Revenue 2024: $14,177,306Expenses 2024: $13,413,817Net Income 2024: $763,4892024

Highlighted filing

2022

Revenue$102,786,021
Expenses$7,197,099
Net Income$95,588,922
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL YANDURACEO/President/Board MemberPT$300,000-$300,000
JONATHAN D LEWISChair/Board Member-$0--
MARK LEWISVice Chair/Board Member-$0--
DANIA DE LA VEGATreasurer And Secretary/Board MemberPT$0--
DR PAUL PUGLIESEBoard Member-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFARMS WORK WONDERSEXPAND OPPORTUNITIES FOR APPALACHIAN YOUTH SO THEY GROW TO REACH THEIR GREATEST POTENTIALPCWARDENSVILLE, WV, US$2,100,000
Paid GrantARTS FOR LEARNING MIAMI INCGENERAL OPERATIONS SUPPORT FOR THE LEWIS ARTS STUDIO TO PROVIDE LOW-INCOME STUDENTS WITH HIGH LEVEL ARTS INSTRUCTION AND THE OPPORTUNITY TO EXPERIENCE LOCAL ART AND EXPLORE CAREER PATHWAYSPCMIAMI, FL, US$530,000
Paid GrantOREGON HEALTH & SCIENCE UNIVERSITY FOUNDATIONGENERAL OPERATIONS SUPPORT FOR THE LEWIS SCHOLARS PROGRAM TO RECRUIT THE NEXT GENERATION OF YOUNG SCIENTIST RESEARCHERS, WITH A SPECIAL FOCUS ON YOUNG WOMEN AND UNDER-REPRESENTED MINORITIESPCPORTLAND, OR, US$500,000
Paid GrantASPEN CENTER FOR ENVIRONMENTAL STUDIESHALLAM LAKE VISITOR CENTER AND NATURE PRESERVEPCASPEN, CO, US$453,333
Paid GrantGREATER CLEVELAND FOOD BANK INCGENERAL SUPPORTPCCLEVELAND, OH, US$250,000
Paid GrantLITTLE HILL FOUNDATION FOR THE REHABILITATION OF ALCOHOLICS INCGENERAL OPERATING FUNDS FOR ALINA LODGEPCBLAIRSTOWN, NJ, US$250,000
Paid GrantASPEN COMMUNITY FOUNDATIONYOUTH IN NATUREPCBASALT, CO, US$194,015
Paid GrantLESBIAN & GAY COMMUNITY SERVICES CENTER INCGENERAL SUPPORTPCNEW YORK, NY, US$150,000
Paid GrantTHE MANAGEMENT CENTERGENERAL SUPPORTPCWASHINGTON, DC, US$150,000
Paid GrantGROW OHIO VALLEY INCBUDDING WHEELINGPCWHEELING, WV, US$50,000
Paid GrantSAVE THE CHIMPS INCGENERAL SUPPORTPCFORT PIERCE, FL, US$50,000
Paid GrantTHE CLEVELAND FOUNDATIONGENERAL SUPPORTPCCLEVELAND, OH, US$50,000
Paid GrantBARRY UNIVERSITY INCCHAMPS-SEEDS OF HOPE PROGRAMPCMIAMI SHORES, FL, US$38,880
Paid GrantBEHAVIORAL HEALTH INNOVATION INCGENERAL SUPPORTPCSOUTH CHATHAM, MA, US$35,000
Paid GrantJAZZ AT LINCOLN CENTER INC2022 GALAPCNEW YORK, NY, US$35,000
Paid GrantTHREE GENERATIONS INCGENERAL SUPPORTPCNEW YORK, NY, US$32,000
Paid GrantCOLORADO COLLEGECOLORADO COLLEGE DOCUMENTARY EXPLORATION GRANTSPCCOLORADO SPRINGS, CO, US$25,000
Paid GrantLESBIAN & GAY COMMUNITY SERVICES CENTER INCGENERAL SUPPORTPCNEW YORK, NY, US$25,000
Paid GrantMAZATLAN ANIMAL RESCUE INCGENERAL SUPPORTPCGREEN VALLEY, AZ, US$15,000
Paid GrantADRIENNE ARSHT CENTER TRUST INCTHE HEAD AND THE LOAD COMMUNITY OUTREACHPCMIAMI, FL, US$10,000
Paid GrantSTELLA MARIS INCGENERAL SUPPORTPCCLEVELAND, OH, US$10,000
Paid GrantWHITNEY MUSEUM OF AMERICAN ARTGENERAL SUPPORTPCNEW YORK, NY, US$10,000
Paid GrantJDRF INTERNATIONALGENERAL SUPPORTPCNEW YORK, NY, US$5,000
Paid GrantPERFORMA INCGENERAL SUPPORTPCNEW YORK, NY, US$5,000
Paid GrantTHE EVERGLADES FOUNDATION INCFOREVERGLADES PALM BEACH BENEFIT 2022PCPALMETTO BAY, FL, US$5,000
Paid GrantSUSAN G KOMEN BREAST CANCER FOUNDATIONGENERAL SUPPORTPCDALLAS, TX, US$3,120
Paid GrantASPEN COMMUNITY THEATREGENERAL SUPPORTPCASPEN, CO, US$3,000
Paid GrantAFRICAN WILDLIFE FOUNDATIONGENERAL SUPPORTPCWASHINGTON, DC, US$2,000
Paid GrantANIMAL LEGAL DEFENSE FUNDGENERAL SUPPORTPCCOTATI, CA, US$2,000
Paid GrantDOGS IN CRISIS INCGENERAL SUPPORTPCHOMESTEAD, FL, US$2,000
Paid GrantEARTHJUSTICEGENERAL SUPPORTPCSAN FRANCISCO, CA, US$2,000
Paid GrantFOUR PAWS INTERNATIONAL INCGENERAL SUPPORTPCBOSTON, MA, US$2,000
Paid GrantHUMANE SOCIETY OF GREATER MIAMIGENERAL SUPPORTPCNORTH MIAMI BEACH, FL, US$2,000
Paid GrantIN DEFENSE OF ANIMALSGENERAL SUPPORTPCSAN RAFAEL, CA, US$2,000
Paid GrantREDLAND ROCK PIT ABANDONED DOGS PROJECT INCGENERAL SUPPORTPCDAVIE, FL, US$2,000
Paid GrantBIG BROTHERS BIG SISTERS OF MIAMI INCLORI BRENER SCHOLARSHIP FUNDPCMIAMI, FL, US$1,500
Paid GrantBRIDGING BIONICS FOUNDATIONGENERAL SUPPORTPCBASALT, CO, US$1,500
Paid GrantHORIZONS NEW YORK CITYGENERAL SUPPORTPCBROOKLYN, NY, US$1,500
Paid GrantAMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALSGENERAL SUPPORTPCNEW YORK, NY, US$1,200
Filing and Contact Details

Filer

Filer Name
Jonathan D Lewis Foundation Inc
EIN
65-0330579
Phone
3056698990
Address
3595 ANCHORAGE WAY, COCONUT GROVE, FL 33133

Signing Officer

Name
Paul Yandura
Title
CEO/president
Phone
3056698990
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Apercen Partners LLC
Address
314 LYTTON AVE, PALO ALTO, CA 94301
Preparer
Tom M Van Loben Sels
Phone
6508047100
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3443297
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3452041
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt34648677
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3476131
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35114765
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3524658
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3542002
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3552282
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt3565649
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt35733772

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$168$0.48$167$14.2$13.4$0.76
2023Detailed filing. Detailed filing data is available for this year.$140$0.40$139$5.33$11.9$6.55
2022Detailed filing. Detailed filing data is available for this year.$133$1.09$132$103$7.20$95.6
2021Detailed filing. Detailed filing data is available for this year.$39.7$1.15$38.5$5.49$3.53$1.96
2020Detailed filing. Detailed filing data is available for this year.$36.9$1.60$35.3$13.1$2.82$10.3
2019Detailed filing. Detailed filing data is available for this year.$25.3$1.90$23.4$7.19$5.40$1.79
2018Detailed filing. Detailed filing data is available for this year.$19.7$0.03$19.7$7.90$2.12$5.78
2017Detailed filing. Detailed filing data is available for this year.$14.9$0.00$14.9$4.96$1.87$3.09
2016Detailed filing. Detailed filing data is available for this year.$11.6$0.00$11.6$3.32$1.50$1.82
2015Detailed filing. Detailed filing data is available for this year.$9.19$0.00$9.19$2.08$1.13$0.95
2014Detailed filing. Detailed filing data is available for this year.$8.01$0.00$8.01$5.28$1.19$4.09
2013Summary only. Only limited summary data is available for this year.$6.61$0.00$0.24$0.34$0.10
2012Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.32
2011Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.47
2010Detailed filing. Detailed filing data is available for this year.$5.28$0.00$5.28$0.19