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
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