Civic Intelligence

Bernard a Egan Foundation Inc.

990T • Fiscal year 2022 • EIN 65-0501660

Jun 01, 2021 to May 31, 2022 • Filed on Apr 17, 2023

Organization Profile
1900 Old Dixie HighwayFort Pierce, FL 34946

(772) 465-7555

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.

$150M$100M$50M$0Assets 2011: $13,065,980Liabilities 2011: $02011Assets 2012: $41,550,729Liabilities 2012: $0Net Assets 2012: $41,550,7292012Assets 2013: $48,787,390Liabilities 2013: $0Net Assets 2013: $48,787,3902013Assets 2014: $61,938,134Liabilities 2014: $0Net Assets 2014: $61,938,1342014Assets 2015: $79,168,462Liabilities 2015: $0Net Assets 2015: $79,168,4622015Assets 2016: $99,332,514Liabilities 2016: $0Net Assets 2016: $99,332,5142016Assets 2017: $120,725,173Liabilities 2017: $0Net Assets 2017: $120,725,1732017Assets 2018: $123,680,947Liabilities 2018: $0Net Assets 2018: $123,680,9472018Assets 2019: $118,276,660Liabilities 2019: $0Net Assets 2019: $118,276,6602019Assets 2020: $116,768,365Liabilities 2020: $0Net Assets 2020: $116,768,3652020Assets 2021: $114,070,751Liabilities 2021: $0Net Assets 2021: $114,070,7512021Assets 2022: $114,916,843Liabilities 2022: $0Net Assets 2022: $114,916,8432022Assets 2023: $111,559,435Liabilities 2023: $924,237Net Assets 2023: $110,635,1982023Assets 2024: $121,919,978Liabilities 2024: $1,214,608Net Assets 2024: $120,705,3702024

Latest loaded filing

2024

Assets$121,919,978
Liabilities$1,214,608
Net Assets$120,705,370
Open 2024 Filing

Operations Trend

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

$30M$20M$10M$0-$10MRevenue 2011: $4,012,952Expenses 2011: $369,453Net Income 2011: $3,643,4992011Expenses 2012: $756,2242012Expenses 2013: $1,817,4272013Revenue 2014: $15,806,863Expenses 2014: $2,656,119Net Income 2014: $13,150,7442014Revenue 2015: $20,548,722Expenses 2015: $3,318,394Net Income 2015: $17,230,3282015Revenue 2016: $24,374,475Expenses 2016: $4,210,423Net Income 2016: $20,164,0522016Revenue 2017: $26,553,927Expenses 2017: $4,845,014Net Income 2017: $21,708,9132017Revenue 2018: $9,881,334Expenses 2018: $6,414,992Net Income 2018: $3,466,3422018Revenue 2019: $3,798,590Expenses 2019: $7,759,771Net Income 2019: -$3,961,1812019Revenue 2020: $2,867,963Expenses 2020: $7,494,652Net Income 2020: -$4,626,6892020Revenue 2021: $6,972,646Expenses 2021: $7,298,494Net Income 2021: -$325,8482021Revenue 2022: $8,190,041Expenses 2022: $8,116,302Net Income 2022: $73,7392022Revenue 2023: $4,537,933Expenses 2023: $8,124,831Net Income 2023: -$3,586,8982023Revenue 2024: $11,292,509Expenses 2024: $7,204,504Net Income 2024: $4,088,0052024

Latest loaded filing

2024

Revenue$11,292,509
Expenses$7,204,504
Net Income$4,088,005
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Apr 17, 2023
Return Version
2021v4.3
Filing and Contact Details

Filer

Filer Name
Bernard a Egan Foundation Inc
EIN
65-0501660
In Care Of
% GREG NELSON
Phone
7724657555
Address
1900 OLD DIXIE HIGHWAY, FORT PIERCE, FL 34946

Signing Officer

Name
Greg Nelson
Title
Secretary/treasurer
Phone
7724657555
Signed
2023-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrownpc
Address
4600 EAST WEST HWY 900, BETHESDA, MD 20814-3423
Preparer
Richard Ruvelson
Phone
3012726000
Raw XML Appendix80 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
IRS1120ScheduleD/CapitalGainNetIncomeAmt0498
IRS1120ScheduleD/DisposeInvestmentQOFInd0false
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt0498
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0498
IRS1120ScheduleD/TotalSTCGL1099BBssRptNoAdjGrp/TotalGainOrLossAmt0498
IRS990T/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0GREG NELSON
IRS990T/BooksInCareOfDetail/PhoneNum07724657555
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt01900 OLD DIXIE HIGHWAY
IRS990T/BooksInCareOfDetail/USAddress/CityNm0FORT PIERCE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0FL
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd034946
IRS990T/BookValueAssetsEOYAmt0114916843
IRS990T/ChangeInMethodOfAccountingInd0false
IRS990T/CharitableContributionsDedAmt0939
IRS990T/ESPenaltyAmt048
IRS990T/ExtsnRequestIncomeTaxPaidAmt04000
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form2220AttachedInd0X
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt02388
IRS990T/OverpaymentSection/OverpaymentAmt02388
IRS990T/PriorYearOverpaymentCreditAmt00
IRS990TScheduleA/CapitalGainNetIncomeAmt0498
IRS990TScheduleA/PrincipalBusinessActivityCd0523000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt08889
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt09387
IRS990TScheduleA/TotUnrltTrdBusIncmAmt09387
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INVESTMENT IN LIMITED PARTNERSHIPS
IRS990TScheduleA/UBIBeforeNOLDedAmt09387
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt09387
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt01564
IRS990T/TaxLessCreditsAmt01564
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt04000
IRS990T/TotalTaxAmt01564
IRS990T/TotalTaxComputationAmt01564
IRS990T/TotalUBTIAmt07448
IRS990T/TotalUBTIBeforeNOLSpecificAmt08448
IRS990T/TotalUBTIBeforeSection199AAmt08448
IRS990T/TotalUBTIComputedAmt09387
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0GREG NELSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07724657555
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERNARD A EGAN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0650501660
ReturnHeader/Filer/InCareOfNm0% GREG NELSON
ReturnHeader/Filer/PhoneNum07724657555
ReturnHeader/Filer/USAddress/AddressLine1Txt01900 OLD DIXIE HIGHWAY
ReturnHeader/Filer/USAddress/CityNm0FORT PIERCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034946
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222027092
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUMSMITHBROWNPC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04600 EAST WEST HWY 900
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BETHESDA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208143423
ReturnHeader/PreparerPersonGrp/PhoneNum03012726000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD RUVELSON
ReturnHeader/ReturnTs02023-04-17T22:15:32-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GREG
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NELSON
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

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.$122$1.21$121$11.3$7.20$4.09
2023Detailed filing. Detailed filing data is available for this year.$112$0.92$111$4.54$8.12$3.59
2022Detailed filing. Detailed filing data is available for this year.$115$0.00$115$8.19$8.12$0.07
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021Detailed filing. Detailed filing data is available for this year.$114$0.00$114$6.97$7.30$0.33
2020Detailed filing. Detailed filing data is available for this year.$117$0.00$117$2.87$7.49$4.63
2019Detailed filing. Detailed filing data is available for this year.$118$0.00$118$3.80$7.76$3.96
2018Detailed filing. Detailed filing data is available for this year.$124$0.00$124$9.88$6.41$3.47
2017Detailed filing. Detailed filing data is available for this year.$121$0.00$121$26.6$4.85$21.7
2016Detailed filing. Detailed filing data is available for this year.$99.3$0.00$99.3$24.4$4.21$20.2
2015Detailed filing. Detailed filing data is available for this year.$79.2$0.00$79.2$20.5$3.32$17.2
2014Detailed filing. Detailed filing data is available for this year.$61.9$0.00$61.9$15.8$2.66$13.2
2013Detailed filing. Detailed filing data is available for this year.$48.8$0.00$48.8$1.82
2012Detailed filing. Detailed filing data is available for this year.$41.6$0.00$41.6$0.76
2011Summary only. Only limited summary data is available for this year.$13.1$0.00$4.01$0.37$3.64