Civic Intelligence

Max & Gertrude Charles & Phyllis Newman Foundation

EIN 41-1857341 • Scottsdale Arizona, AZ

10002 E Calle De Las BrisasScottsdale Arizona, AZ 85255
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

69th percentile

0.14x

Higher debt load relative to assets than 69% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

97th percentile

5.34x

Higher debt load relative to revenue than 97% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Net Margin

6th percentile

-83%

Higher net margin than 6% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2024

Asset Growth

72nd percentile

11%

Faster asset growth than 72% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

-0.3%

Faster revenue growth than 34% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets69th percentile

Assets

Up

$3,203,786

Up $318,854 (+11%) from 2023

Liabilities

Flat

$438,000

Flat from 2023

Net Assets

Up

$2,765,786

Up $320,024 (+13%) from 2023

Operations
Liabilities / Revenue97th percentileNet Margin6th percentile

Revenue

Down

$82,011

Down $220 (-0.3%) from 2023

Expenses

Down

$150,011

Down $26,177 (-15%) from 2023

Net Income

Up

-$68,000

Up $25,957 (+28%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth72nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2011: $5,562,515Liabilities 2011: $353,000Net Assets 2011: $5,209,5152011Assets 2012: $5,203,880Liabilities 2012: $253,000Net Assets 2012: $4,950,8802012Assets 2013: $4,661,815Liabilities 2013: $165,000Net Assets 2013: $4,496,8152013Assets 2014: $4,749,324Liabilities 2014: $415,000Net Assets 2014: $4,459,6362014Assets 2015: $5,281,228Liabilities 2015: $1,281,909Net Assets 2015: $3,999,3192015Assets 2016: $4,966,120Liabilities 2016: $988,709Net Assets 2016: $3,977,4112016Assets 2017: $4,520,782Liabilities 2017: $913,580Net Assets 2017: $3,607,2022017Assets 2018: $4,419,206Liabilities 2018: $848,017Net Assets 2018: $3,571,1892018Assets 2019: $4,061,743Liabilities 2019: $612,534Net Assets 2019: $3,449,2092019Assets 2020: $3,990,221Liabilities 2020: $550,355Net Assets 2020: $3,439,8662020Assets 2021: $1,547,564Liabilities 2021: $500,355Net Assets 2021: $1,047,2092021Assets 2022: $4,071,738Liabilities 2022: $438,000Net Assets 2022: $3,633,7382022Assets 2023: $2,884,932Liabilities 2023: $438,000Net Assets 2023: $2,445,7622023Assets 2024: $3,203,786Liabilities 2024: $438,000Net Assets 2024: $2,765,7862024

Highlighted filing

2024

Assets$3,203,786
Liabilities$438,000
Net Assets$2,765,786
Open 2024 Filing

Operations Trend

Revenue Growth34th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $424,7782011Expenses 2012: $480,2772012Revenue 2013: $285,206Expenses 2013: $739,271Net Income 2013: -$454,0652013Revenue 2014: $237,182Expenses 2014: $274,361Net Income 2014: -$37,1792014Revenue 2015: $251,088Expenses 2015: $586,093Net Income 2015: -$335,0052015Revenue 2016: $220,233Expenses 2016: $255,022Net Income 2016: -$34,7892016Revenue 2017: $207,399Expenses 2017: $578,969Net Income 2017: -$371,5702017Revenue 2018: $71,372Expenses 2018: $150,984Net Income 2018: -$79,6122018Revenue 2019: $101,726Expenses 2019: $127,415Net Income 2019: -$25,6892019Revenue 2020: $116,807Expenses 2020: $119,201Net Income 2020: -$2,3942020Revenue 2021: $284,348Expenses 2021: $116,560Net Income 2021: $167,7882021Revenue 2022: $60,030Expenses 2022: $151,565Net Income 2022: -$91,5352022Revenue 2023: $82,231Expenses 2023: $176,188Net Income 2023: -$93,9572023Revenue 2024: $82,011Expenses 2024: $150,011Net Income 2024: -$68,0002024

Highlighted filing

2024

Revenue$82,011
Expenses$150,011
Net Income-$68,000
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,203,786
Liabilities
$438,000
Net assets
$2,765,786
Revenue
$82,011
Expenses
$150,011
Net income
-$68,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.20$0.44$2.77$0.08$0.15$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.88$0.44$2.45$0.08$0.18$0.09
2022Detailed filing. Detailed filing data is available for this year.$4.07$0.44$3.63$0.06$0.15$0.09
2021Detailed filing. Detailed filing data is available for this year.$1.55$0.50$1.05$0.28$0.12$0.17
2020Detailed filing. Detailed filing data is available for this year.$3.99$0.55$3.44$0.12$0.12$0.00
2019Detailed filing. Detailed filing data is available for this year.$4.06$0.61$3.45$0.10$0.13$0.03
2018Detailed filing. Detailed filing data is available for this year.$4.42$0.85$3.57$0.07$0.15$0.08
2017Detailed filing. Detailed filing data is available for this year.$4.52$0.91$3.61$0.21$0.58$0.37
2016Detailed filing. Detailed filing data is available for this year.$4.97$0.99$3.98$0.22$0.26$0.03
2015Detailed filing. Detailed filing data is available for this year.$5.28$1.28$4.00$0.25$0.59$0.34
2014Detailed filing. Detailed filing data is available for this year.$4.75$0.42$4.46$0.24$0.27$0.04
2013Detailed filing. Detailed filing data is available for this year.$4.66$0.17$4.50$0.29$0.74$0.45
2012Detailed filing. Detailed filing data is available for this year.$5.20$0.25$4.95$0.48
2011Detailed filing. Detailed filing data is available for this year.$5.56$0.35$5.21$0.42
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 16, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHARLES NEWMANPresident-$0--
Filing and Contact Details

Filer

Filer Name
Max and Gertrude Charles and Phyllis Newman Foundation
EIN
41-1857341
Phone
6022287970
Address
10002 E Calle De Las Brisas, Scottsdale Arizona, AZ 85255

Signing Officer

Name
Charles J Newman
Title
President
Phone
6022287970
Signed
2025-09-16
Raw XML Appendix331 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/StatementsRegardingActyGrp/IndividualWithBooksNm0CHARLES NEWMAN
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IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt096380
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt05052
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt05000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt15052
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt296380
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GRNERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CANCER RESERCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ARIZONA HUMANE SOCIETY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01521 W DOBBINS RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11454 MELORAD AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt210500 HILLSIDE LANE WEST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHOENIX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHULA VISTA
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
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IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt087067
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
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IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02021
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02020
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt019365
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01164
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01164
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Partnership Distributions
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Ordinary Income 30-0108820
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02375
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt11096
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02375
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11096
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0388024
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FMV ADJ
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0438000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0JP MORGAN
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0438000
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Charles J Newman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum06022287970
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Max and Gertrude Charles and Phyllis Newman Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MAXA
ReturnHeader/Filer/EIN0411857341
ReturnHeader/Filer/PhoneNum06022287970
ReturnHeader/Filer/USAddress/AddressLine1Txt010002 E Calle De Las Brisas
ReturnHeader/Filer/USAddress/CityNm0Scottsdale Arizona
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AZ
ReturnHeader/Filer/USAddress/ZIPCd085255
ReturnHeader/ReturnTs02025-09-16T12:26:55-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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