Civic Intelligence

Alex W and Sue a Newton Foundation

EIN 63-1246132 • Mountain Brook, AL

3736 Wimbleton DriveMountain Brook, AL 35223
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

90th percentile

59%

Higher net margin than 90% 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

62nd percentile

6.8%

Faster asset growth than 62% of similar nonprofits.

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

Revenue Growth

2nd percentile

-80%

Faster revenue growth than 2% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,076,450

Up $68,081 (+6.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,076,450

Up $68,081 (+6.8%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin90th percentile

Revenue

Down

$115,242

Down $472,424 (-80%) from 2023

Expenses

Down

$47,161

Down $28,074 (-37%) from 2023

Net Income

Down

$68,081

Down $444,350 (-87%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth62nd percentile

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

$1.5M$1.0M$500K$0Assets 2010: $2,223Liabilities 2010: $0Net Assets 2010: $2,2232010Assets 2011: $3,257Liabilities 2011: $0Net Assets 2011: $3,2572011Assets 2012: $3,135Liabilities 2012: $12012Assets 2013: $4,338Liabilities 2013: $0Net Assets 2013: $4,3382013Assets 2014: $4,652Liabilities 2014: $0Net Assets 2014: $4,6522014Assets 2015: $7,064Liabilities 2015: $0Net Assets 2015: $7,0642015Assets 2016: $508,204Liabilities 2016: $0Net Assets 2016: $508,2042016Assets 2017: $509,247Liabilities 2017: $0Net Assets 2017: $509,2472017Assets 2019: $494,210Liabilities 2019: $0Net Assets 2019: $494,2102019Assets 2020: $506,689Liabilities 2020: $0Net Assets 2020: $506,6892020Assets 2021: $515,852Liabilities 2021: $0Net Assets 2021: $515,8522021Assets 2022: $495,938Liabilities 2022: $0Net Assets 2022: $495,9382022Assets 2023: $1,008,369Liabilities 2023: $0Net Assets 2023: $1,008,3692023Assets 2024: $1,076,450Liabilities 2024: $0Net Assets 2024: $1,076,4502024

Highlighted filing

2024

Assets$1,076,450
Liabilities$0
Net Assets$1,076,450
Open 2024 Filing

Operations Trend

Revenue Growth2nd percentile

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

$600K$400K$200K$0-$200KExpenses 2010: $5,5402010Expenses 2011: $6,0692011Revenue 2012: $4,003Expenses 2012: $4,125Net Income 2012: -$1222012Revenue 2013: $5,003Expenses 2013: $3,800Net Income 2013: $1,2032013Revenue 2014: $10,503Expenses 2014: $10,189Net Income 2014: $3142014Revenue 2015: $2,502Expenses 2015: $15,090Net Income 2015: -$12,5882015Revenue 2016: $506,606Expenses 2016: $5,466Net Income 2016: $501,1402016Revenue 2017: $32,411Expenses 2017: $31,368Net Income 2017: $1,0432017Revenue 2019: $45,213Expenses 2019: $33,219Net Income 2019: $11,9942019Revenue 2020: $54,488Expenses 2020: $42,009Net Income 2020: $12,4792020Revenue 2021: $40,914Expenses 2021: $31,751Net Income 2021: $9,1632021Revenue 2022: $50,271Expenses 2022: $70,185Net Income 2022: -$19,9142022Revenue 2023: $587,666Expenses 2023: $75,235Net Income 2023: $512,4312023Revenue 2024: $115,242Expenses 2024: $47,161Net Income 2024: $68,0812024

Highlighted filing

2024

Revenue$115,242
Expenses$47,161
Net Income$68,081
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,076,450
Liabilities
$0
Net assets
$1,076,450
Revenue
$115,242
Expenses
$47,161
Net income
$68,081
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.12$0.05$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.59$0.08$0.51
2022Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.05$0.07$0.02
2021Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.04$0.03$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.05$0.04$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.05$0.03$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.03$0.03$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.51$0.00$0.51$0.51$0.01$0.50
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.00$0.02$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.01$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.00$0.00
2012Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.00$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01
2010Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JANE W NEWTONDirector & VP/Treasurer-$0--
ROB J NEWTONDirector & VP/Secretary-$0--
KELLY N HAMMONDDirector & President-$0--
Filing and Contact Details

Filer

Filer Name
Alex W and Sue a Newton Foundation
EIN
63-1246132
Phone
2054102308
Address
3736 WIMBLETON DRIVE, MOUNTAIN BROOK, AL 35223

Signing Officer

Name
Jane W Newton
Title
VP/treasurer
Phone
2053283550
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Pearce Bevill Leesburg Moore Pc
Address
110 OFFICE PARK DR, BIRMINGHAM, AL 35223
Preparer
Patrick L Dodd
Phone
2053235440
Raw XML Appendix304 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JANE W NEWTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ROB J NEWTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KELLY N HAMMOND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR & VP/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR & VP/SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR & PRESIDENT
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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JANE W NEWTON
IRS990PF/StatementsRegardingActyGrp/PhoneNum02054102308
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt220000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT PAYMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT PAYMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0KIDS CHRISTIAN MUSIC CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PRESBYTERIAN HOME FOR CHILDREN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2STILLMAN COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0538 7TH ST N
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1905 GERTRUDE MICHAELS DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23601 STILLMAN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TALLADEGA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2TUSCALOOSA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd035203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd135160
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd235401
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt029000
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/AppliedToCurrentYearAmt029000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt069263
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt036802
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt019479
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt017323
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt036802
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt029000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt036802
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03461
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt017499
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt017499
TaxesSchedule/TaxesDetail/Amt0607
TaxesSchedule/TaxesDetail/Amt155
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JANE W NEWTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02053283550
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALEX W AND SUE A NEWTON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0ALEX
ReturnHeader/Filer/EIN0631246132
ReturnHeader/Filer/PhoneNum02054102308
ReturnHeader/Filer/USAddress/AddressLine1Txt03736 WIMBLETON DRIVE
ReturnHeader/Filer/USAddress/CityNm0MOUNTAIN BROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035223
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0630813240
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PEARCE BEVILL LEESBURG MOORE PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0110 OFFICE PARK DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIRMINGHAM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd035223
ReturnHeader/PreparerPersonGrp/PhoneNum02053235440
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK L DODD
ReturnHeader/ReturnTs02025-05-15T07:50:25-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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