Civic Intelligence

Newberry Family Charitable Foundation

990PF • Fiscal year 2014 • EIN 77-0472013

Nov 01, 2013 to Oct 31, 2014 • Filed on Jul 22, 2015

Organization Profile
PO Box 163059047-4700

(510) 572-4595

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

8th percentile

-56%

Higher net margin than 8% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

46th percentile

$15,000

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 31.7% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

58th percentile

3.6%

Faster asset growth than 58% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

3rd percentile

-72%

Faster revenue growth than 3% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$1,177,264

Up $40,641 (+3.6%) from 2013

Net Assets

$1,177,264

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue27th percentileNet Margin8th percentile

Revenue

Down

$47,393

Down $121,127 (-72%) from 2013

Expenses

Down

$73,952

Down $27,615 (-27%) from 2013

Net Income

Down

-$26,559

Down $93,512 (-140%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,172,028Liabilities 2010: $4,205Net Assets 2010: $1,167,8232010Assets 2011: $1,081,829Liabilities 2011: $10,000Net Assets 2011: $1,071,8292011Assets 2012: $1,073,218Liabilities 2012: $0Net Assets 2012: $1,073,2182012Assets 2013: $1,136,623Liabilities 2013: $12013Assets 2014: $1,177,264Liabilities 2014: $0Net Assets 2014: $1,177,2642014Assets 2015: $1,068,133Liabilities 2015: $0Net Assets 2015: $1,068,1332015Assets 2016: $999,950Liabilities 2016: $1,800Net Assets 2016: $998,1502016Assets 2017: $1,017,797Liabilities 2017: $1,800Net Assets 2017: $1,015,9972017Assets 2018: $1,479,740Liabilities 2018: $7,181Net Assets 2018: $1,472,5592018Assets 2019: $1,553,054Liabilities 2019: $7,181Net Assets 2019: $1,545,8732019Assets 2020: $1,446,050Liabilities 2020: $7,181Net Assets 2020: $1,438,8692020Assets 2021: $2,154,637Liabilities 2021: $7,181Net Assets 2021: $2,147,4562021Assets 2022: $1,844,305Liabilities 2022: $7,181Net Assets 2022: $1,837,1242022Assets 2023: $1,881,218Liabilities 2023: $7,181Net Assets 2023: $1,874,0372023Assets 2024: $2,293,069Liabilities 2024: $7,181Net Assets 2024: $2,285,8882024

Highlighted filing

2014

Assets$1,177,264
Liabilities$0
Net Assets$1,177,264
Open 2014 Filing

Operations Trend

Revenue Growth3rd percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $370,6622010Expenses 2011: $106,8502011Expenses 2012: $70,6172012Revenue 2013: $168,520Expenses 2013: $101,567Net Income 2013: $66,9532013Revenue 2014: $47,393Expenses 2014: $73,952Net Income 2014: -$26,5592014Revenue 2015: $38,547Expenses 2015: $109,568Net Income 2015: -$71,0212015Revenue 2016: $8,170Expenses 2016: $103,142Net Income 2016: -$94,9722016Revenue 2017: $45,270Expenses 2017: $147,624Net Income 2017: -$102,3542017Revenue 2018: $532,413Expenses 2018: $79,204Net Income 2018: $453,2092018Revenue 2019: $187,202Expenses 2019: $150,817Net Income 2019: $36,3852019Revenue 2020: -$161,785Expenses 2020: $42,291Net Income 2020: -$204,0762020Revenue 2021: $31,419Expenses 2021: $92,998Net Income 2021: -$61,5792021Revenue 2022: $53,016Expenses 2022: $123,558Net Income 2022: -$70,5422022Revenue 2023: $197,029Expenses 2023: $115,761Net Income 2023: $81,2682023Revenue 2024: $312,446Expenses 2024: $74,732Net Income 2024: $237,7142024

Highlighted filing

2014

Revenue$47,393
Expenses$73,952
Net Income-$26,559
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2013 to Oct 31, 2014
Signed
Jul 22, 2015
Return Version
2013v4.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELLEY A NEWBERRYVice PresidePT$15,000-$15,000
STEPHEN G NEWBERRYPresidentPT$10,000-$10,000
RYAN S NEWBERRYDirectorPT$10,000-$10,000
SCOTT M NEWBERRYDirectorPT$10,000-$10,000
Filing and Contact Details

Filer

EIN
77-0472013
Phone
5105724595

Signing Officer

Name
Stephen G Newberry
Title
President & Treasure
Phone
5105724595
Signed
2015-07-22
Discuss with paid preparer
Yes

Preparer

Preparer
Matthew O Wheeler CPA
Phone
4082521800
Raw XML Appendix350 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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CompensationExplanation/CompensationExplanationGrp/PersonNm3SCOTT M NEWBERRY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine12107 ELBOW CREEK ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine13107 ELBOW CREEK ROAD
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IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10PO BOX 1630
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0LIVINGSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0MT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode0590474700
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd1MT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10NEWBERRY FAMILY CHARITABLE FOUNDATI
IRS990PF/StatementsRegardingActyGrp/PhoneNum04088673011
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt0100000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0PROGRAMS TO ADVANCE FOOD QUALITY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine10RED ANGUS ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine104201 N INTERSTATE 35
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/City0DENTON
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/State0TX
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCode0762073415
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VETERAN SUPPORT & REINTEGRATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROGRAMS TO ADVANCE FOOD QUALITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10WARRIORS & QUIET WATERS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine11RED ANGUS ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine101087 STONERIDGE DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine114201 N INTERSTATE 35
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine20SUITE 1
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0BOZEMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1DENTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1TX
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode059718
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode1762073415
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0100000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt015000
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/AppliedToCurrentYearAmt044816
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt055193
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt010377
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017198
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt021112
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0277613
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0188190
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt010377
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0177813
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0315923
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017198
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt021112
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0277613
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt044816
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0493736
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0504113
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02150
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02150
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07509
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt124
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07509
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt124
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER INCOME
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01678
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01678
OtherIncreasesSchedule/OtherIncreasesDetail/Amount067200
OtherIncreasesSchedule/OtherIncreasesDetail/Description0UNREALIZED GAIN
TaxesSchedule/TaxesDetail/Amt060
TaxesSchedule/TaxesDetail/Amt13
TaxesSchedule/TaxesDetail/CategoryTxt0STATE FEES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt060
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN G NEWBERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & TREASURE
ReturnHeader/BusinessOfficerGrp/PhoneNum05105724595
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-22
ReturnHeader/Filer/BusinessName/BusinessNameLine10NEWBERRY FAMILY CHARITABLE FOUNDATI
ReturnHeader/Filer/BusinessNameControlTxt0NEWB
ReturnHeader/Filer/EIN0770472013
ReturnHeader/Filer/PhoneNum05105724595
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1630
ReturnHeader/Filer/USAddress/City0LIVINGSTON
ReturnHeader/Filer/USAddress/State0MT
ReturnHeader/Filer/USAddress/ZIPCode0590474700
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261508234
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LMGW CERTIFIED PUBLIC ACCOUNTANTS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1020520 PROSPECT ROAD SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SARATOGA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode095070
ReturnHeader/PreparerPersonGrp/PhoneNum04082521800
ReturnHeader/PreparerPersonGrp/PreparationDt02015-07-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW O WHEELER CPA
ReturnHeader/ReturnTs02015-09-11T16:43:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-11-01
ReturnHeader/TaxPeriodEndDt02014-10-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,177,264
Liabilities
$0
Net assets
$1,177,264
Revenue
$47,393
Expenses
$73,952
Net income
-$26,559
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.29$0.01$2.29$0.31$0.07$0.24
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.01$1.87$0.20$0.12$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.84$0.01$1.84$0.05$0.12$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.15$0.01$2.15$0.03$0.09$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.45$0.01$1.44$0.16$0.04$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.55$0.01$1.55$0.19$0.15$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.48$0.01$1.47$0.53$0.08$0.45
2017Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.05$0.15$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.01$0.10$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.04$0.11$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.05$0.07$0.03
2013Summary only. Only limited summary data is available for this year.$1.14$0.00$0.17$0.10$0.07
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.07
2011Detailed filing. Detailed filing data is available for this year.$1.08$0.01$1.07$0.11
2010Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.37