Civic Intelligence

Nu Beta Foundation Inc.

990 • Fiscal year 2016 • EIN 22-6029100

Jan 01, 2016 to Dec 31, 2016 • Filed on May 08, 2017

C/O R Tannhauser 265 Holland CTBridgewater, NJ 08807

(908) 218-1099

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

14th percentile

0.00x

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

88th percentile

35%

Higher net margin than 88% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

47th percentile

0.6%

Faster asset growth than 47% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

54th percentile

4.1%

Faster revenue growth than 54% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Up

$1,519,998

Up $9,582 (+0.6%) from 2015

Net Assets

Up

$1,519,998

Up $9,582 (+0.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Up

$17,751

Up $698 (+4.1%) from 2015

Expenses

Up

$11,513

Up $2,447 (+27%) from 2015

Net Income

Down

$6,238

Down $1,749 (-22%) from 2015

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,470,217Liabilities 2010: $0Net Assets 2010: $1,470,2172010Assets 2011: $1,477,562Liabilities 2011: $0Net Assets 2011: $1,477,5622011Assets 2012: $1,502,952Liabilities 2012: $0Net Assets 2012: $1,502,9522012Assets 2013: $1,503,859Liabilities 2013: $0Net Assets 2013: $1,503,8592013Assets 2014: $1,500,118Liabilities 2014: $0Net Assets 2014: $1,500,1182014Assets 2015: $1,510,416Liabilities 2015: $0Net Assets 2015: $1,510,4162015Assets 2016: $1,519,998Liabilities 2016: $0Net Assets 2016: $1,519,9982016Assets 2017: $1,518,547Liabilities 2017: $0Net Assets 2017: $1,518,5472017Assets 2018: $1,527,579Liabilities 2018: $0Net Assets 2018: $1,527,5792018Assets 2019: $1,559,508Liabilities 2019: $0Net Assets 2019: $1,559,5082019Assets 2020: $1,609,197Liabilities 2020: $0Net Assets 2020: $1,609,1972020Assets 2021: $1,671,388Liabilities 2021: $0Net Assets 2021: $1,671,3882021Assets 2022: $1,548,806Liabilities 2022: $0Net Assets 2022: $1,548,8062022Assets 2023: $1,658,850Liabilities 2023: $0Net Assets 2023: $1,658,8502023Assets 2024: $1,801,446Liabilities 2024: $0Net Assets 2024: $1,801,4462024

Highlighted filing

2016

Assets$1,519,998
Liabilities$0
Net Assets$1,519,998

Operations Trend

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

$80K$60K$40K$20K$0-$20KExpenses 2010: $8442010Expenses 2011: $9472011Expenses 2012: $8732012Revenue 2013: $16,603Expenses 2013: $14,231Net Income 2013: $2,3722013Revenue 2014: $14,955Expenses 2014: $15,979Net Income 2014: -$1,0242014Revenue 2015: $17,053Expenses 2015: $9,066Net Income 2015: $7,9872015Revenue 2016: $17,751Expenses 2016: $11,513Net Income 2016: $6,2382016Revenue 2017: $25,478Expenses 2017: $20,057Net Income 2017: $5,4212017Revenue 2018: $35,266Expenses 2018: $24,023Net Income 2018: $11,2432018Revenue 2019: $31,934Expenses 2019: $20,863Net Income 2019: $11,0712019Revenue 2020: $34,402Expenses 2020: $18,414Net Income 2020: $15,9882020Revenue 2021: $36,536Expenses 2021: $40,541Net Income 2021: -$4,0052021Revenue 2022: $37,546Expenses 2022: $45,131Net Income 2022: -$7,5852022Revenue 2023: $51,274Expenses 2023: $28,543Net Income 2023: $22,7312023Revenue 2024: $66,100Expenses 2024: $31,629Net Income 2024: $34,4712024

Highlighted filing

2016

Revenue$17,751
Expenses$11,513
Net Income$6,238
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 8, 2017
Return Version
2016v3.0
Gross Receipts
$17,751
Mission and Program Overview

Mission

Promotion of scholarship & education

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,510,416$1,519,998▲ $9,582
Cap Stk Tr Prin Current Funds$1,510,416$1,519,998▲ $9,582
Total Assets$1,510,416$1,519,998▲ $9,582
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,510,416$1,519,998▲ $9,582
Total Liabilities and Net Assets / Fund Balance$1,510,416$1,519,998▲ $9,582
Compensation and Service Providers

Board Members and Trustees

NameTitle
Robert a FederPresident
Robert BehotVice-president
Bryan LuomaSecretary
Robert J TannhauserTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$25
Program Service Revenue
$0
Investment Income
$17,726
Other Revenue
$0
All Other Contributions
$25
Change in Net Assets
$6,238
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,700
Other Expenses$813
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$10,700--$10,700
Fees for Services Accounting$0$650$0$650
Other Expenses$0$107$0$107
Total Functional Expenses$10,700$813$0$11,513
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Nu Beta Foundation Inc
EIN
22-6029100
Phone
9082181099
Address
C/O R TANNHAUSER 265 HOLLAND CT, BRIDGEWATER, NJ 08807

Signing Officer

Name
Robert Tannhauser
Title
Treasurer
Phone
9082181099
Signed
2017-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Tannhauser
Formed
1946
Legal Domicile
Nj
Voting Board Members
4
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
SPINNER AND SPINNER CPA'S PC
Address
35 W UNION AVE, BOUND BROOK, NJ 08805-1715
Preparer
Wendy Spinner
Phone
7325609519
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The treasurer reviews the Form 990 with the accountant

Pt VI, Line 11B

before filing.

Pt XI

Net accrued interest paid

Form 990EZ, Part I, Line 16

ACCOUNTING ADJUSTMENT

Form 990EZ, Part I, Line 16

NEW JERSEY ANNUAL FEE

Form 990EZ, Part I, Line 16

REAL ESTATE EXPENSES

Form 990EZ, Part II, Line 26

Grants Payable

Raw XML Appendix317 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The contributions made and held by the organization were
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1made from the public. No active fundraising has occured
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2over the past few years as the available funds havebeen
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3sufficient to cover the scholarships granted
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 17b
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Pt II Ln 17b
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XI
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part II, Line 26
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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.63.2.141
ReturnHeader/FilingSecurityInformation/IPDt02017-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm006:05:44
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SPINNER AND SPINNER CPA'S PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt035 W UNION AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOUND BROOK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0088051715
ReturnHeader/PreparerPersonGrp/PhoneNum07325609519
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WENDY SPINNER
ReturnHeader/ReturnTs02017-05-09T06:05:50-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.07$0.03$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.05$0.03$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.04$0.05$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.04$0.04$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.03$0.02$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.03$0.02$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.04$0.02$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.03$0.02$0.01
2016Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.02$0.01$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.02$0.01$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.01$0.02$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.02$0.01$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$0.00$1.50$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.00$1.48$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.47$0.00$1.47$0.00