Civic Intelligence

Newberry Family Charitable Foundation

990PF • Fiscal year 2021 • EIN 77-0472013

Nov 01, 2020 to Oct 31, 2021 • Filed on Sep 15, 2022

Organization Profile
PO Box 1630Livingston, MT 59047-4700

(510) 572-4595

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

73rd percentile

0.23x

Higher debt load relative to revenue than 73% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

3rd percentile

-196%

Higher net margin than 3% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

51st percentile

$15,000

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 47.7% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

89th percentile

49%

Faster asset growth than 89% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$2,154,637

Up $708,587 (+49%) from 2020

Net Assets

Up

$2,147,456

Up $708,587 (+49%) from 2020

Liabilities

Flat

$7,181

Flat from 2020

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin3rd percentile

Revenue

Up

$31,419

Up $193,204 (+119%) from 2020

Expenses

Up

$92,998

Up $50,707 (+120%) from 2020

Net Income

Up

-$61,579

Up $142,497 (+70%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth89th 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

2021

Assets$2,154,637
Liabilities$7,181
Net Assets$2,147,456
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2021

Revenue$31,419
Expenses$92,998
Net Income-$61,579
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Nov 1, 2020 to Oct 31, 2021
Signed
Sep 15, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELLEY A NEWBERRYVice Preside-$15,000-$15,000
STEPHEN G NEWBERRYPresident-$10,000-$10,000
RYAN S NEWBERRYDirector-$10,000-$10,000
SCOTT M NEWBERRYDirector-$10,000-$10,000
Filing and Contact Details

Filer

Filer Name
Newberry Family Charitable Foundati
EIN
77-0472013
Phone
5105724595
Address
PO BOX 1630, LIVINGSTON, MT 59047-4700

Signing Officer

Name
Stephen G Newberry
Title
President
Phone
4084468300
Signed
2022-09-15

Preparer

Firm
Wheeler Accountants Llp
Address
1475 SARATOGA AVE STE 100, SAN JOSE, CA 95129-4951
Preparer
Matthew O Wheeler CPA
Phone
4082521800
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/PersonNm0STEPHEN G NEWBERRY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SHELLEY A NEWBERRY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt021116 LOCUST DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 369
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2W 46TH STREET 12TH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3104 S MAIN ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LOS GATOS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHEYENNE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3LIVINGSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4LIVINGSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd095033
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd182003
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210036
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd359047
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd459047
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt021000
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/AppliedToCurrentYearAmt058765
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt093914
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt035149
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt046314
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt067509
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt025332
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt035149
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0104006
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt046314
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt057692
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt058765
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0104006
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0139155
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2PO BOX
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0558
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt012633
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012633
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1558
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0770166
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAINS/LOSSES
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt07181
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0PAYABLE TO STEVEN NEWBERRY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt07181
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/Amt11916
TaxesSchedule/TaxesDetail/CategoryTxt0STATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt025
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt11916
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN G NEWBERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04084468300
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEWBERRY FAMILY CHARITABLE FOUNDATI
ReturnHeader/Filer/BusinessNameControlTxt0NEWB
ReturnHeader/Filer/EIN0770472013
ReturnHeader/Filer/PhoneNum05105724595
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1630
ReturnHeader/Filer/USAddress/CityNm0LIVINGSTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MT
ReturnHeader/Filer/USAddress/ZIPCd0590474700
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261508234
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHEELER ACCOUNTANTS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01475 SARATOGA AVE STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN JOSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0951294951
ReturnHeader/PreparerPersonGrp/PhoneNum04082521800
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW O WHEELER CPA
ReturnHeader/ReturnTs02022-09-15T19:31:12-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0STEPHEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0NEWBERRY
ReturnHeader/TaxPeriodBeginDt02020-11-01
ReturnHeader/TaxPeriodEndDt02021-10-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,154,637
Liabilities
$7,181
Net assets
$2,147,456
Revenue
$31,419
Expenses
$92,998
Net income
-$61,579
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
2021Detailed filing. Detailed filing data is available for this year.$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