Civic Intelligence

Newportfed Charitable Foundation

990PF • Fiscal year 2014 • EIN 20-5140473

Jan 01, 2014 to Dec 31, 2014 • Filed on May 06, 2015

PO Box 509Newport, RI 02840

(401) 596-6300

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

74th percentile

20%

Higher net margin than 74% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

41st percentile

$0

Higher top officer pay than 41% of similar nonprofits.

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

46th percentile

0.8%

Faster asset growth than 46% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

1st percentile

-92%

Faster revenue growth than 1% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$4,344,028

Up $32,648 (+0.8%) from 2013

Net Assets

$4,344,028

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$166,636

Down $1,870,686 (-92%) from 2013

Expenses

Down

$133,988

Down $147,224 (-52%) from 2013

Net Income

Down

$32,648

Down $1,723,462 (-98%) from 2013

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $2,745,774Liabilities 2011: $02011Assets 2012: $2,680,270Liabilities 2012: $125,0002012Assets 2013: $4,311,380Liabilities 2013: $02013Assets 2014: $4,344,028Liabilities 2014: $0Net Assets 2014: $4,344,0282014Assets 2015: $4,183,593Liabilities 2015: $0Net Assets 2015: $4,183,5932015Assets 2016: $3,912,460Liabilities 2016: $0Net Assets 2016: $3,912,4602016Assets 2017: $3,852,112Liabilities 2017: $0Net Assets 2017: $3,852,1122017Assets 2018: $3,787,099Liabilities 2018: $0Net Assets 2018: $3,787,0992018Assets 2019: $3,528,958Liabilities 2019: $0Net Assets 2019: $3,528,9582019Assets 2020: $3,537,144Liabilities 2020: $0Net Assets 2020: $3,537,1442020Assets 2021: $3,505,660Liabilities 2021: $0Net Assets 2021: $3,505,6602021Assets 2022: $3,325,418Liabilities 2022: $0Net Assets 2022: $3,325,4182022Assets 2023: $3,360,953Liabilities 2023: $0Net Assets 2023: $3,360,9532023Assets 2024: $3,236,777Liabilities 2024: $0Net Assets 2024: $3,236,7772024

Highlighted filing

2014

Assets$4,344,028
Liabilities$0
Net Assets$4,344,028

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $112,332Expenses 2011: $211,046Net Income 2011: -$98,7142011Revenue 2012: $15Expenses 2012: $190,519Net Income 2012: -$190,5042012Revenue 2013: $2,037,322Expenses 2013: $281,212Net Income 2013: $1,756,1102013Revenue 2014: $166,636Expenses 2014: $133,988Net Income 2014: $32,6482014Revenue 2015: $165,000Expenses 2015: $325,435Net Income 2015: -$160,4352015Revenue 2016: -$4,765Expenses 2016: $266,368Net Income 2016: -$271,1332016Revenue 2017: $140,899Expenses 2017: $201,247Net Income 2017: -$60,3482017Revenue 2018: $208,685Expenses 2018: $273,698Net Income 2018: -$65,0132018Revenue 2019: $93,187Expenses 2019: $351,328Net Income 2019: -$258,1412019Revenue 2020: $401,238Expenses 2020: $393,052Net Income 2020: $8,1862020Revenue 2021: $249,194Expenses 2021: $280,678Net Income 2021: -$31,4842021Revenue 2022: $91,889Expenses 2022: $272,131Net Income 2022: -$180,2422022Revenue 2023: $325,020Expenses 2023: $289,485Net Income 2023: $35,5352023Revenue 2024: $126,997Expenses 2024: $251,173Net Income 2024: -$124,1762024

Highlighted filing

2014

Revenue$166,636
Expenses$133,988
Net Income$32,648
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 6, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
KEVIN MCCARTHYPresident-$0--
ARTHUR H LATHROPTreasurer-$0--
JUDY TUCKERSecretary-$0--
ALICIA S QUIRKDirector-$0--
WILLIAM R HARVEYDirector-$0--
DONALD KAULLDirector-$0--
KELLY LEEDirector-$0--
MARK STENNINGDirector-$0--
MICHAEL HAYESDirector-$0--
Filing and Contact Details

Filer

Filer Name
Newportfed Charitable Foundation
EIN
20-5140473
Phone
4015966300
Address
PO BOX 509, NEWPORT, RI 02840

Signing Officer

Name
Kevin Mccarthy
Title
President
Signed
2015-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Arthur H Lathrop CPA
Address
31 Crestview Drive, Westerly, RI 02891
Preparer
Arthur H Lathrop
Phone
4015966300
Raw XML Appendix329 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/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01320
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt04328551
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt04372613
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03859552
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt03504395
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03578935
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt03672142
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt098030
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.27761
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt098030
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt098030
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt098030
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 511
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WESTERLY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0RI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0028910511
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0DE
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1RI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ARTHUR H LATHROP
IRS990PF/StatementsRegardingActyGrp/PhoneNum04015966300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0A LETTER DESCRIBING (1) THE PROPOSED PURPOSE FOR THE GRANT, (2) THE OPERATIONS/HISTORY OF THE PETITIONING ORGANIZATION AND (3) THE ORGANIZATION'S EXEMPT STATUS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0NEWPORTFED CHARITABLE FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04015966300
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 509
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0NEWPORT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0RI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd0028400500
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEE WWW.NEWPORTFEDFOUNDATION.ORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt091530
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE ATTACHED LIST OF RECIPIENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PUBLIC CHARITIES LOCATED IN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RHODE ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0RI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd002840
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt091530
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/AppliedToCurrentYearAmt098030
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0213787
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt026643
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt026643
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt026643
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt098030
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026643
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt089114
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER ADMINISTRATIVE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01350
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt134608
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt134608
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADMINISTRATOR FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt06500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt134608
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN MCCARTHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEWPORTFED CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0NEWP
ReturnHeader/Filer/EIN0205140473
ReturnHeader/Filer/PhoneNum04015966300
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 509
ReturnHeader/Filer/USAddress/CityNm0NEWPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0RI
ReturnHeader/Filer/USAddress/ZIPCd002840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Arthur H Lathrop CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt031 Crestview Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Westerly
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002891
ReturnHeader/PreparerPersonGrp/PhoneNum04015966300
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ARTHUR H LATHROP
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-19T06:54:49-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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.$3.24$0.00$3.24$0.13$0.25$0.12
2023Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.33$0.29$0.04
2022Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.09$0.27$0.18
2021Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.25$0.28$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.40$0.39$0.01
2019Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.09$0.35$0.26
2018Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.21$0.27$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.85$0.00$3.85$0.14$0.20$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.00$0.27$0.27
2015Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.17$0.33$0.16
2014Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.17$0.13$0.03
2013Summary only. Only limited summary data is available for this year.$4.31$0.00$2.04$0.28$1.76
2012Summary only. Only limited summary data is available for this year.$2.68$0.13$0.00$0.19$0.19
2011Summary only. Only limited summary data is available for this year.$2.75$0.00$0.11$0.21$0.10