Civic Intelligence

Newportfed Charitable Foundation

990PF • Fiscal year 2017 • EIN 20-5140473

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization Profile
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

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.00x

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

2017 filings • $1M-$5M nonprofits • Source year 2017

Net Margin

10th percentile

-43%

Higher net margin than 10% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

45th percentile

$7,250

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2017 filings • $1M-$5M nonprofits • Source year 2017

Asset Growth

32nd percentile

-1.5%

Faster asset growth than 32% of similar nonprofits.

2017 filings • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets25th percentile

Assets

Down

$3,852,112

Down $60,348 (-1.5%) from 2016

Net Assets

Down

$3,852,112

Down $60,348 (-1.5%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin10th percentile

Revenue

Up

$140,899

Up $145,664 (+3057%) from 2016

Expenses

Down

$201,247

Down $65,121 (-24%) from 2016

Net Income

Up

-$60,348

Up $210,785 (+78%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

2017

Assets$3,852,112
Liabilities$0
Net Assets$3,852,112
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2017

Revenue$140,899
Expenses$201,247
Net Income-$60,348
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDY TUCKERSecretary-$7,250-$7,250
ARTHUR H LATHROPTreasurer-$1,250-$1,250
KEVIN M MCCARTHYPresident-$0--
ALICIA S QUIRKDirector-$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
Phone
4015966300
Signed
2018-11-15
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 Appendix320 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/QualifyingDistributionsAmt0163338
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.243875
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0163338
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0163338
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0163338
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/Amt0156088
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/TotalGrantOrContriPdDurYrAmt0156088
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/AppliedToCurrentYearAmt0145843
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt017495
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0207200
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0163338
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt061357
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt017495
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LIABILITY INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER ADMINISTRATIVE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0744
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11734
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt034181
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt034181
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MGMT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt034181
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN MCCARTHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum04015966300
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
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/PreparerFirmEIN0050462585
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/ReturnTs02018-11-15T14:38:08-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,852,112
Liabilities
$0
Net assets
$3,852,112
Revenue
$140,899
Expenses
$201,247
Net income
-$60,348
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