developing a data state of mind - paul overberg - austin newstrain - aug. 22-23, 2014

Developing a

Data State of Mind

Paul Overberg

USA TODAY

@poverberg

NewsTrain Austin

Aug. 22-23, 2014

Thinking

about data

Groups →

documents/data

→ people

Let’s focus:

1 small town

Set course:

Kerrville

Where we’re going today

Hill Country

Guadalupe River

Kerr County seat

Arts festivals

River tourism

Kerrville (pop. 22,663)

Photo by Flickr user Jimmy Emerson DVM

376-page annual

budget!

307 FTEs, going

to 305 next year?

Planning $500K

cut due to new

fire/library pact

with county

Data on government

Audits of local

governments,

not-for-profits

getting federal $

Kerrville in

2012: 5 groups

Form SF-SAC

harvester.census.gov/sac/dissem/accessoptions.html

Kerrville

Independent

School Dist.

Form SF-SAC

Clean audit

Form SF-SAC

$6M in

federal funds

School

budget lists

about $2.5M

Full school

budget: $35M

Form SF-SAC

$6M in

federal funds

School

budget lists

about $2.5M

Full school

budget: $35M

Form SF-SAC

Schreiner

University:

$9.7M

Hill Country

Crisis Council

$526K

K’Star $670K

Hill Country

Mental Health

$2.2M

Form SF-SAC Schreiner

University:

$9.7M

Hill Country

Crisis Council

$526K

K’Star $670K

Hill Country

Mental Health

$2.2M

Schreiner

University:

$9.7M

Hill Country

Crisis Council

$526K

K’Star $670K

Hill Country

Mental Health

$2.2M

Schreiner

University:

$9.7M

Hill Country

Crisis Council

$526K

K’Star $670K

Hill Country

Mental Health

$2.2M

Form SF-SAC Schreiner

University:

$9.7M

Hill Country

Crisis Council

$526K

K’Star $670K

Hill Country

Mental Health

$2.2M

Schreiner

University:

$9.7M

Hill Country

Crisis Council

$526K

K’Star $670K

Hill Country

Mental Health

$2.2M

Schreiner

University:

$9.7M

Hill Country

Crisis Council

$526K

K’Star $670K

Hill Country

Mental Health

$2.2M

Form SF-SAC Schreiner

University:

$9.7M

Hill Country

Crisis Council

$526K

K’Star $670K

Hill Country

Mental Health

$2.2M

Schreiner

University:

$9.7M

Hill Country

Crisis Council

$526K

K’Star $670K

Hill Country

Mental Health

$2.2M

Schreiner

University:

$9.7M

Hill Country

Crisis Council

$526K

K’Star $670K

Hill Country

Mental Health

$2.2M

Form SF-SAC Schreiner

University:

$9.7M

Hill Country

Crisis Council

$526K

K’Star $670K

Hill Country

Mental Health

$2.2M

Schreiner

University:

$9.7M

Hill Country

Crisis Council

$526K

K’Star $670K

Hill Country

Mental Health

$2.2M

IRS Form 990,

Form 990-PF

Easiest access:

GuideStar.org

Register free

Right now!

Do local search!

Data on not-for-profits

Form 990 Kerrville: 323!

$25K to $100K: 47

$100K to $500K: 51

$500K to $1M: 12

Over $1M: 23!

Read and

compare from

recent years

Community

road map

Form 990

Form 990 Perry &

Ruby Stevens

Foundation:

$54M in assets

Example of

Form 990-PF:

private

foundation

Form 990 One line

caught my

eye …

Form 990

5% of

$52M =

$2.7M

Butt Foundation H.E. Butt

Foundation

Contributions:

2012: $ 16M

2011: $107M

2010: $ 20M

Butt Foundation Moved

strongly

into stock

market

Butt Foundation

Page 7: Charitable amounts but no details

Butt Foundation

Page 7: Charitable amounts but no details

Page 45: Details!

Butt Foundation

Laity Lodge:

“ecumenical Christian

retreat center”

Youth camps, family

and group retreats

Laity Renewal

Foundation: 39 retreats

in 2012, 1,728 guests

Butt Foundation Founding family

controls all 3

foundations

Foundations

share staff

No independent

directors

Butt Foundation

(Assets: $227 million)

Laity Renewal

(Assets: $14 million)

Laity Lodge

(Assets: $11 million)

Butt Foundation H-E-B: Privately owned

supermarket chain (1905)

350 stores, $20B annual

revenue

Forbes: Top 15 private

companies

A few others (2012 assets)

Floyd & Kathleen Cailloux Foundation: $91M

Hal & Charlie Peterson Foundation: $53M

Kathleen Cailloux Family Foundation: $16M

Edward and Sally Futch Foundation: $11M

Roy & Ingaborg Randolph Foundation: $2M

Municipal bond documents

emma.msrb.org

Municipal bond documents

Municipal bond documents Like

prospectus for

mutual funds

Wealth of

background

Municipal bond documents

Municipal bond documents

Form 5500:

Annual reports

on pension and

401(k) plans

Since 2009:

Labor Dept.

search portal

Health/retirement plans

efast.dol.gov/portal/app/disseminate

Better: FreeERISA.com (free registration required)

ZIP search

freeerisa.benefitspro.com/5500/level.aspx

Health/retirement plans

Health/retirement plans

Health/retirement plans

freeerisa.benefitspro.com/5500/level.aspx

Health/retirement plans

freeerisa.benefitspro.com/5500/level.aspx

Health/retirement plans

freeerisa.benefitspro.com/5500/level.aspx

Health/retirement plans

freeerisa.benefitspro.com/5500/level.aspx

Health/retirement plans

freeerisa.benefitspro.com/5500/level.aspx

1. What local group is so important that your

newsroom should start and keep up …

Exercises

… a Document Dossier!

2. Turn to your handout:

Peterson Regional Medical Center

Questions?

poverberg@usatoday.com

@poverberg

Thank you!