Civic Intelligence

Bernard Lewis Charitable Foundation

990PF • Fiscal year 2022 • EIN 95-4824569

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

PO Box 8906Longboat Key, FL 34228

(941) 383-3883

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

39th percentile

0.00x

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

2022 filings • $500k-$1M nonprofits • Source year 2022

Net Margin

9th percentile

-89%

Higher net margin than 9% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

70th percentile

$25,000

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 66.5% of source-year revenue.

2022 filings • $500k-$1M nonprofits • Source year 2022

Asset Growth

12th percentile

-17%

Faster asset growth than 12% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

89th percentile

108%

Faster revenue growth than 89% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Down

$740,899

Down $155,463 (-17%) from 2021

Net Assets

Down

$740,899

Down $155,463 (-17%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Up

$37,568

Up $19,473 (+108%) from 2021

Expenses

Down

$70,872

Down $5,681 (-7.4%) from 2021

Net Income

Up

-$33,304

Up $25,154 (+43%) from 2021

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,177,596Liabilities 2011: $02011Assets 2012: $1,083,815Liabilities 2012: $02012Assets 2013: $1,007,884Liabilities 2013: $0Net Assets 2013: $1,007,8842013Assets 2014: $831,692Liabilities 2014: $0Net Assets 2014: $831,6922014Assets 2015: $798,533Liabilities 2015: $0Net Assets 2015: $798,5332015Assets 2016: $773,236Liabilities 2016: $0Net Assets 2016: $773,2362016Assets 2017: $773,236Liabilities 2017: $0Net Assets 2017: $773,2362017Assets 2018: $738,674Liabilities 2018: $0Net Assets 2018: $738,6742018Assets 2019: $697,924Liabilities 2019: $0Net Assets 2019: $697,9242019Assets 2020: $633,920Liabilities 2020: $0Net Assets 2020: $633,9202020Assets 2021: $896,362Liabilities 2021: $0Net Assets 2021: $896,3622021Assets 2022: $740,899Liabilities 2022: $0Net Assets 2022: $740,8992022Assets 2023: $683,199Liabilities 2023: $0Net Assets 2023: $683,1992023Assets 2024: $717,172Liabilities 2024: $0Net Assets 2024: $717,1722024

Highlighted filing

2022

Assets$740,899
Liabilities$0
Net Assets$740,899

Operations Trend

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

$200K$100K$0-$100K-$200KRevenue 2011: $47,273Expenses 2011: $125,496Net Income 2011: -$78,2232011Revenue 2012: $30,575Expenses 2012: $124,356Net Income 2012: -$93,7812012Revenue 2013: $38,129Expenses 2013: $114,060Net Income 2013: -$75,9312013Revenue 2014: $29,628Expenses 2014: $185,499Net Income 2014: -$155,8712014Revenue 2015: $39,883Expenses 2015: $73,042Net Income 2015: -$33,1592015Revenue 2016: $37,841Expenses 2016: $63,138Net Income 2016: -$25,2972016Revenue 2017: $0Expenses 2017: $0Net Income 2017: $02017Revenue 2018: $43,447Expenses 2018: $78,333Net Income 2018: -$34,8862018Revenue 2019: $35,580Expenses 2019: $76,330Net Income 2019: -$40,7502019Revenue 2020: $17,810Expenses 2020: $82,690Net Income 2020: -$64,8802020Revenue 2021: $18,095Expenses 2021: $76,553Net Income 2021: -$58,4582021Revenue 2022: $37,568Expenses 2022: $70,872Net Income 2022: -$33,3042022Revenue 2023: $21,641Expenses 2023: $79,341Net Income 2023: -$57,7002023Revenue 2024: $34,859Expenses 2024: $70,904Net Income 2024: -$36,0452024

Highlighted filing

2022

Revenue$37,568
Expenses$70,872
Net Income-$33,304
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
NANCY G KINGTrusteePT$25,000-$25,000
JOHN KLINGTrusteePT$25,000-$25,000
Filing and Contact Details

Filer

Filer Name
Bernard Lewis Charitable Foundation
EIN
95-4824569
Phone
9413833883
Address
PO BOX 8906, LONGBOAT KEY, FL 34228

Signing Officer

Name
Van K Martin
Title
CPA for Taxpayer
Signed
2023-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Van K Martin PC
Address
17950 Preston Road Suite 980, Dallas, TX 75252
Preparer
Van Martin
Phone
9724589230
Raw XML Appendix276 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd132302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210018
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd320005
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd487104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510038
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd690069
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
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/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt020690
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt040690
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt020000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt020690
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt020000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt040690
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020690
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VAN K MARTIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CPA FOR TAXPAYER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BERNARD LEWIS CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERN
ReturnHeader/Filer/EIN0954824569
ReturnHeader/Filer/PhoneNum09413833883
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 8906
ReturnHeader/Filer/USAddress/CityNm0LONGBOAT KEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd034228
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0752514160
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Van K Martin PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017950 Preston Road Suite 980
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dallas
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd075252
ReturnHeader/PreparerPersonGrp/PhoneNum09724589230
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VAN MARTIN
ReturnHeader/ReturnTs02023-11-15T07:57:46-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0VAN K
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MARTIN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.03$0.07$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.02$0.08$0.06
2022Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.04$0.07$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.90$0.00$0.90$0.02$0.08$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.63$0.00$0.63$0.02$0.08$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.70$0.00$0.70$0.04$0.08$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.74$0.00$0.74$0.04$0.08$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.00$0.00$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.77$0.00$0.77$0.04$0.06$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.04$0.07$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.03$0.19$0.16
2013Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.04$0.11$0.08
2012Summary only. Only limited summary data is available for this year.$1.08$0.00$0.03$0.12$0.09
2011Summary only. Only limited summary data is available for this year.$1.18$0.00$0.05$0.13$0.08