Civic Intelligence

The Louis E Newman Charitable Trust

990PF • Fiscal year 2022 • EIN 41-1850021

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 30, 2023

Organization Profile
899 Lundy LaneLos Altos, CA 94024-5932

(612) 699-6741

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

8th percentile

-103%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

57th percentile

$0

Higher top officer pay than 57% of similar nonprofits.

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

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

Asset Growth

30th percentile

-5.4%

Faster asset growth than 30% of similar nonprofits.

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

Revenue Growth

2nd percentile

-90%

Faster revenue growth than 2% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets40th percentile

Assets

Down

$604,656

Down $34,743 (-5.4%) from 2021

Net Assets

Down

$604,656

Down $34,743 (-5.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue39th percentileNet Margin8th percentile

Revenue

Down

$33,759

Down $311,244 (-90%) from 2021

Expenses

Down

$68,502

Down $291,246 (-81%) from 2021

Net Income

Down

-$34,743

Down $19,998 (-136%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$800K$600K$400K$200K$0Assets 2011: $764,903Liabilities 2011: $02011Assets 2012: $750,896Liabilities 2012: $0Net Assets 2012: $750,8962012Assets 2013: $738,461Liabilities 2013: $0Net Assets 2013: $738,4612013Assets 2014: $740,759Liabilities 2014: $0Net Assets 2014: $740,7592014Assets 2015: $668,904Liabilities 2015: $0Net Assets 2015: $668,9042015Assets 2016: $652,532Liabilities 2016: $0Net Assets 2016: $652,5322016Assets 2017: $649,135Liabilities 2017: $0Net Assets 2017: $649,1352017Assets 2018: $652,721Liabilities 2018: $0Net Assets 2018: $652,7212018Assets 2019: $657,835Liabilities 2019: $0Net Assets 2019: $657,8352019Assets 2020: $627,529Liabilities 2020: $0Net Assets 2020: $627,5292020Assets 2021: $639,399Liabilities 2021: $0Net Assets 2021: $639,3992021Assets 2022: $604,656Liabilities 2022: $0Net Assets 2022: $604,6562022Assets 2023: $590,204Liabilities 2023: $0Net Assets 2023: $590,2042023Assets 2024: $591,894Liabilities 2024: $0Net Assets 2024: $591,8942024

Highlighted filing

2022

Assets$604,656
Liabilities$0
Net Assets$604,656
Open 2022 Filing

Operations Trend

Revenue Growth2nd percentile

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

$400K$200K$0-$200KRevenue 2011: $58,240Expenses 2011: $44,720Net Income 2011: $13,5202011Expenses 2012: $52,1172012Revenue 2013: $42,869Expenses 2013: $55,304Net Income 2013: -$12,4352013Revenue 2014: $70,919Expenses 2014: $68,621Net Income 2014: $2,2982014Revenue 2015: $50,705Expenses 2015: $122,560Net Income 2015: -$71,8552015Revenue 2016: $52,452Expenses 2016: $68,824Net Income 2016: -$16,3722016Revenue 2017: $41,900Expenses 2017: $45,297Net Income 2017: -$3,3972017Revenue 2018: $54,222Expenses 2018: $50,634Net Income 2018: $3,5882018Revenue 2019: $46,827Expenses 2019: $41,714Net Income 2019: $5,1132019Revenue 2020: $35,662Expenses 2020: $65,968Net Income 2020: -$30,3062020Revenue 2021: $345,003Expenses 2021: $359,748Net Income 2021: -$14,7452021Revenue 2022: $33,759Expenses 2022: $68,502Net Income 2022: -$34,7432022Revenue 2023: $21,806Expenses 2023: $36,258Net Income 2023: -$14,4522023Revenue 2024: $37,655Expenses 2024: $35,965Net Income 2024: $1,6902024

Highlighted filing

2022

Revenue$33,759
Expenses$68,502
Net Income-$34,743
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 30, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LOUIS NEWMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Louis E Newman Charitable Trust
EIN
41-1850021
Phone
6126996741
Address
899 LUNDY LANE, LOS ALTOS, CA 94024-5932

Signing Officer

Name
Louis E Newman
Title
President
Phone
6512719871
Signed
2023-10-30
Discuss with paid preparer
Yes

Preparer

Firm
Sdk CPA
Address
100 WASHINGTON AVE S STE 1600, MINNEAPOLIS, MN 55401
Preparer
Charles Selcer CPA
Phone
6123325500
Raw XML Appendix338 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0378
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0604246
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0THE NEWMAN FAMILY LIMITED PTSHP
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1NFLP - OTHER PORT.
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt020655
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt020655
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0331755
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt018414
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt019388
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt028765
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt023052
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt023052
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0441341
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt043019
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0331755
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt018414
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt019388
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt028765
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt063674
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt043019
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0464393
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0421374
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FILING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1NFLP - OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt012
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt013
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1122
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1122
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt20
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt30
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt40
OtherIncomeSchedule2/OtherIncomeDetail/Desc0NFLP - ORDINARY INC.
OtherIncomeSchedule2/OtherIncomeDetail/Desc1NFLP - OTHER PORT.
OtherIncomeSchedule2/OtherIncomeDetail/Desc2NFLP - BASIS ADJ
OtherIncomeSchedule2/OtherIncomeDetail/Desc3NFLP - 1231 GAIN
OtherIncomeSchedule2/OtherIncomeDetail/Desc4NFLP - RENTAL
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-1485
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1253
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt21954
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt331535
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-1485
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1253
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2313
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt31954
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt431535
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt04315
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt018
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0LOUIS E NEWMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06512719871
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOUIS E NEWMAN CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LOUI
ReturnHeader/Filer/EIN0411850021
ReturnHeader/Filer/PhoneNum06126996741
ReturnHeader/Filer/USAddress/AddressLine1Txt0899 LUNDY LANE
ReturnHeader/Filer/USAddress/CityNm0LOS ALTOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd0940245932
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411680240
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SDK CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 WASHINGTON AVE S STE 1600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055401
ReturnHeader/PreparerPersonGrp/PhoneNum06123325500
ReturnHeader/PreparerPersonGrp/PreparationDt02023-10-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES SELCER CPA
ReturnHeader/ReturnTs02023-10-31T10:46:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LOUIS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NEWMAN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$604,656
Liabilities
$0
Net assets
$604,656
Revenue
$33,759
Expenses
$68,502
Net income
-$34,743
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.92$0.00$5.92$0.38$0.36$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.90$0.00$5.90$0.22$0.36$0.14
2022Detailed filing. Detailed filing data is available for this year.$6.05$0.00$6.05$0.34$0.69$0.35
2021Detailed filing. Detailed filing data is available for this year.$6.39$0.00$6.39$3.45$3.60$0.15
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.28$0.00$6.28$0.36$0.66$0.30
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.58$0.00$6.58$0.47$0.42$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.53$0.00$6.53$0.54$0.51$0.04
2017Detailed filing. Detailed filing data is available for this year.$6.49$0.00$6.49$0.42$0.45$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.53$0.00$6.53$0.52$0.69$0.16
2015Detailed filing. Detailed filing data is available for this year.$6.69$0.00$6.69$0.51$1.23$0.72
2014Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$0.71$0.69$0.02
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.38$0.00$7.38$0.43$0.55$0.12
2012Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$0.52
2011Summary only. Only limited summary data is available for this year.$7.65$0.00$0.58$0.45$0.14