Civic Intelligence

Newman Foundation at the University of Arizona

990PF • Fiscal year 2020 • EIN 86-0658807

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 08, 2021

PO Box 40473Tucson, AZ 85717-0473

(520) 882-9676

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.00x

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

5th percentile

-158%

Higher net margin than 5% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

39th percentile

0.1%

Faster asset growth than 39% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-91%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$501,314

Up $417 (+0.1%) from 2019

Net Assets

Up

$501,314

Up $417 (+0.1%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$12,349

Down $130,844 (-91%) from 2019

Expenses

Up

$31,899

Up $2,325 (+7.9%) from 2019

Net Income

Down

-$19,550

Down $133,169 (-117%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $458,219Liabilities 2011: $4,487Net Assets 2011: $453,7322011Assets 2012: $510,026Liabilities 2012: $3,267Net Assets 2012: $506,7592012Assets 2013: $624,710Liabilities 2013: $3,267Net Assets 2013: $621,4432013Assets 2014: $676,286Liabilities 2014: $2,6572014Assets 2015: $622,051Liabilities 2015: $1,4372015Assets 2016: $617,516Liabilities 2016: $1,804Net Assets 2016: $615,7122016Assets 2017: $640,180Liabilities 2017: $0Net Assets 2017: $640,1802017Assets 2018: $314,909Liabilities 2018: $0Net Assets 2018: $314,9092018Assets 2019: $500,897Liabilities 2019: $0Net Assets 2019: $500,8972019Assets 2020: $501,314Liabilities 2020: $0Net Assets 2020: $501,3142020Assets 2021: $584,312Liabilities 2021: $0Net Assets 2021: $584,3122021Assets 2022: $532,323Liabilities 2022: $0Net Assets 2022: $532,3232022Assets 2023: $555,843Liabilities 2023: $0Net Assets 2023: $555,8432023Assets 2024: $599,929Liabilities 2024: $0Net Assets 2024: $599,9292024

Highlighted filing

2020

Assets$501,314
Liabilities$0
Net Assets$501,314

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2011: $40,707Expenses 2011: $13,914Net Income 2011: $26,7932011Revenue 2012: $28,276Expenses 2012: $17,132Net Income 2012: $11,1442012Revenue 2013: $59,159Expenses 2013: $21,599Net Income 2013: $37,5602013Revenue 2014: $32,373Expenses 2014: $17,628Net Income 2014: $14,7452014Revenue 2015: $95,367Expenses 2015: $36,969Net Income 2015: $58,3982015Revenue 2016: $61,771Expenses 2016: $82,424Net Income 2016: -$20,6532016Revenue 2017: $114,170Expenses 2017: $46,173Net Income 2017: $67,9972017Revenue 2018: $16,263Expenses 2018: $325,189Net Income 2018: -$308,9262018Revenue 2019: $143,193Expenses 2019: $29,574Net Income 2019: $113,6192019Revenue 2020: $12,349Expenses 2020: $31,899Net Income 2020: -$19,5502020Revenue 2021: $48,928Expenses 2021: $33,940Net Income 2021: $14,9882021Revenue 2022: $52,554Expenses 2022: $28,958Net Income 2022: $23,5962022Revenue 2023: $44,935Expenses 2023: $37,508Net Income 2023: $7,4272023Revenue 2024: $58,021Expenses 2024: $42,904Net Income 2024: $15,1172024

Highlighted filing

2020

Revenue$12,349
Expenses$31,899
Net Income-$19,550
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 8, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINDA A ALEXANDERBoard Member-$0--
EDITH SAYRE AUSLANDERBoard Member-$0--
JOHN BRADYBoard Member-$0--
MARGO ELSONBoard Member-$0--
TINA JACOMEBoard Member-$0--
NANCY KINERKBoard Member-$0--
JOANN SAYREBoard Member-$0--
LINDA TANSIKBoard MemberPT$0--
CATHERINE MCCALLSecretaryPT$0--
ANDREW ROMOTreasurerPT$0--
DAVID A TANSIKPresidentPT$0--
PATTI LOPEZBoard Member-$0--
JAY BELLVice President-$0--
MICHAEL BELLBoard Member-$0--
FATHER JOHN PAUL FORTEEx-Officio Board Member-$0--
Filing and Contact Details

Filer

Filer Name
The Newman Foundation
EIN
86-0658807
Phone
5208829676
Address
PO BOX 40473, TUCSON, AZ 85717-0473

Signing Officer

Name
David a Tansik
Title
President
Phone
5208829676
Signed
2021-11-08
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
5255 EAST WILLIAMS CIRCLE SUITE, 5000, TUCSON, AZ 85711
Preparer
Herb Hoffman CPA
Phone
5207903500
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22CLOROX COMPANY 7SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23COCA-COLA COMPANY 38SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24COMCAST CORP 65SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25CROWN CASTLE INTERNATIONAL CORP 38SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26DENTSPLY SIRONA INC 52SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27DOLLAR GENERAL 16SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28DONALDSON COMPANY 31SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29DORMAN PRODUCTS INC 21SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30EATON CORP 20SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31ELI LILLY & CO 24SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ENTERGY CORP 27SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33EPAM SYSTEMS 10SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34EQUIFAX 9SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35EVERSOURCE ENERGY 10SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36EXPEDITORS INTL WASH 39SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37FIRST AMERICAN FINL 68SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38FIRST REPUBLIC BANK 28SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39FLIR SYSTEMS INC 33SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40FLOUR CORP 157SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41GARTNER INC 17SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42GENUINE PARTS 20SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43GLOBE LIFE 35SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44HAEMONETICS CORP 19SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45HASBRO INC 29SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46HELEN OF TROY LTD 10SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47HERSHEY COMPANY 13SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48HESS CORPORATION 32SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49HEXCEL CORP NEW 45SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50HOME DEPOT INC 31SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51HONEYWELL INTL 37SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52HOST HOTELS & RESORTS 118SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53HUBBELL 17SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54HUDSON PACIFIC PPTYS INC 74SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55HUNTSMAN CORP 123SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56IAA 44SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57ILLINOIS TOOL WORKS INC 17SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58INSPERITY 36SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59JOHNSON & JOHNSON 8SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60JPMORGAN CHASE & CO 63SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61LIBERTY BROADBAND 28SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62LIBERTY MEDIA 63SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63LOCKHEED MARTIN CORP 17SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64LYONDELLBASELL INDUSTRIES 8SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65M&T BANK CORP 14SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66MARKEL CORP 3SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67MARSH AND MCLENNON 38SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68MCDONALDS CORP 23SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69MEDTRONICS PLC 42SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70MICROSOFT CORP 34SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71MONDELEZ INTL INC 99SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72NEXTERA ENERGY INC 144SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73NISOURCE 92SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74NUVASIVE INC 49SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75OLLIE'S BARGAIN OUTLET HOLDINGS 24SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76PAYCHEX INC 58SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77PEPSICO INCORPORATED 50SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78PILLIPS 66 22SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79PNC FINANCIAL SERVICES GROUP 28SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80PORTLAND GENERAL ELECTRIC 75SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81PROLOGIS INC 36SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82REALTY INCOME CORP 31SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83SEMPRA ENERGY 31SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84SOLAREGE TECHNILOGIES 15SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85SONOCO PRODUCTS 24SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86SS&C TECHNOLOGIES 54SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87STARBUCKS CORP 59SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88SUN COMMUNITIES 27SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89TEXAS INSTRUMENTS INC 54SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90TRUIST FINL CORP 127SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91UBIQUITI NETWORKS 8SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92ULTA BEAUTY INC 10SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93US BANCORP NEW 65SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94WATERS CORP 11SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95WATSCO INC 14SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96WEC ENERGY GROUP INC 46SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97WOODWARD INC 22SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98XCEL ENERGY 27SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99ZIMMER BIOMET 18SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100PROCTER & GAMBLE CO 25SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101QUALCOMM INC 38SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102UNITED PARCEL SERVICE 7SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103VERIZON COMMUNICATIONS 68SH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104MERCK & CO INC 88SH
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt09044
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0669
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02231
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt022000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt022000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt07500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt09044
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt09044
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt069216
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-4195
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt08375
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0968
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0968
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt06700
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt024530
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0669
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt031899
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt09044
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt012349
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02530
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09899
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IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0500897
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0501314
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0116
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0116
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
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IRS990PF/FMVAssetsEOYAmt0501314

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.00$0.00$6.00$0.58$0.43$0.15
2023Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.45$0.38$0.07
2022Detailed filing. Detailed filing data is available for this year.$5.32$0.00$5.32$0.53$0.29$0.24
2021Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$0.49$0.34$0.15
2020Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.12$0.32$0.20
2019Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$1.43$0.30$1.14
2018Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.16$3.25$3.09
2017Detailed filing. Detailed filing data is available for this year.$6.40$0.00$6.40$1.14$0.46$0.68
2016Detailed filing. Detailed filing data is available for this year.$6.18$0.02$6.16$0.62$0.82$0.21
2015Summary only. Only limited summary data is available for this year.$6.22$0.01$0.95$0.37$0.58
2014Summary only. Only limited summary data is available for this year.$6.76$0.03$0.32$0.18$0.15
2013Summary only. Only limited summary data is available for this year.$6.25$0.03$6.21$0.59$0.22$0.38
2012Summary only. Only limited summary data is available for this year.$5.10$0.03$5.07$0.28$0.17$0.11
2011Summary only. Only limited summary data is available for this year.$4.58$0.04$4.54$0.41$0.14$0.27
Peer Organizations

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