Civic Intelligence

Jonathan D and Mark C Lewis Foundation Inc.

990T • Fiscal year 2022 • EIN 65-0330579

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

Organization Profile
3595 Anchorage WayCoconut Grove, FL 33133

(305) 669-8990

Siviq Scores

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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.

$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

Latest loaded filing

2024

Assets$167,915,270
Liabilities$481,774
Net Assets$167,433,496
Open 2024 Filing

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

Latest loaded filing

2024

Revenue$14,177,306
Expenses$13,413,817
Net Income$763,489
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v7.0
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
Raw XML Appendix111 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
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IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0249
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/AddressChangeInd0X
IRS990T/BooksInCareOfDetail/PersonNm0DANIA DE LA VEGA
IRS990T/BooksInCareOfDetail/PhoneNum03056698990
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt03595 ANCHORAGE WAY
IRS990T/BooksInCareOfDetail/USAddress/CityNm0COCONUT GROVE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
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IRS990T/BookValueAssetsEOYAmt0132707407
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IRS990T/CharitableContributionsDedAmt0827
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IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt01305
IRS990TScheduleA/TotalRentDeductionsAmt00
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IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt09272
IRS990TScheduleA/TotUnrltTrdBusIncmAmt09272
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0PASSTHROUGH INCOME FROM INVESTMENTS
IRS990TScheduleA/UBIBeforeNOLDedAmt09272
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IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt01563
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IRS990T/TotalPaymentsAmt04286
IRS990T/TotalTaxAmt01563
IRS990T/TotalTaxComputationAmt01563
IRS990T/TotalUBTIAmt07445
IRS990T/TotalUBTIBeforeNOLSpecificAmt08445
IRS990T/TotalUBTIBeforeSection199AAmt08445
IRS990T/TotalUBTIComputedAmt09272
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL YANDURA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO/PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03056698990
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JONATHAN D LEWIS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JONA
ReturnHeader/Filer/EIN0650330579
ReturnHeader/Filer/PhoneNum03056698990
ReturnHeader/Filer/USAddress/AddressLine1Txt03595 ANCHORAGE WAY
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262246506
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum06508047100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TOM M VAN LOBEN SELS
ReturnHeader/ReturnTs02023-11-14T20:19:13-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAUL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0YANDURA
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • 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.$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
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
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