Developing a Data State of Mind - Paul Overberg - Austin NewsTrain - Aug. 22-23, 2014
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Transcript of Developing a Data State of Mind - Paul Overberg - Austin NewsTrain - Aug. 22-23, 2014
![Page 1: Developing a Data State of Mind - Paul Overberg - Austin NewsTrain - Aug. 22-23, 2014](https://reader033.fdocuments.net/reader033/viewer/2022051411/547be273b4af9faf158b4f5b/html5/thumbnails/1.jpg)
Developing a
Data State of Mind
Paul Overberg
USA TODAY
@poverberg
NewsTrain Austin
Aug. 22-23, 2014
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Thinking
about data
Groups →
documents/data
→ people
Let’s focus:
1 small town
Set course:
Kerrville
Where we’re going today
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Hill Country
Guadalupe River
Kerr County seat
Arts festivals
River tourism
Kerrville (pop. 22,663)
Photo by Flickr user Jimmy Emerson DVM
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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
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Audits of local
governments,
not-for-profits
getting federal $
Kerrville in
2012: 5 groups
Form SF-SAC
harvester.census.gov/sac/dissem/accessoptions.html
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Kerrville
Independent
School Dist.
Form SF-SAC
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Clean audit
Form SF-SAC
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$6M in
federal funds
School
budget lists
about $2.5M
Full school
budget: $35M
Form SF-SAC
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$6M in
federal funds
School
budget lists
about $2.5M
Full school
budget: $35M
Form SF-SAC
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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
![Page 11: Developing a Data State of Mind - Paul Overberg - Austin NewsTrain - Aug. 22-23, 2014](https://reader033.fdocuments.net/reader033/viewer/2022051411/547be273b4af9faf158b4f5b/html5/thumbnails/11.jpg)
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
![Page 12: Developing a Data State of Mind - Paul Overberg - Austin NewsTrain - Aug. 22-23, 2014](https://reader033.fdocuments.net/reader033/viewer/2022051411/547be273b4af9faf158b4f5b/html5/thumbnails/12.jpg)
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
![Page 13: Developing a Data State of Mind - Paul Overberg - Austin NewsTrain - Aug. 22-23, 2014](https://reader033.fdocuments.net/reader033/viewer/2022051411/547be273b4af9faf158b4f5b/html5/thumbnails/13.jpg)
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
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IRS Form 990,
Form 990-PF
Easiest access:
GuideStar.org
Register free
Right now!
Do local search!
Data on not-for-profits
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Form 990 Kerrville: 323!
$25K to $100K: 47
$100K to $500K: 51
$500K to $1M: 12
Over $1M: 23!
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Read and
compare from
recent years
Community
road map
Form 990
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Form 990 Perry &
Ruby Stevens
Foundation:
$54M in assets
Example of
Form 990-PF:
private
foundation
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Form 990 One line
caught my
eye …
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Form 990
5% of
$52M =
$2.7M
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Butt Foundation H.E. Butt
Foundation
Contributions:
2012: $ 16M
2011: $107M
2010: $ 20M
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Butt Foundation Moved
strongly
into stock
market
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Butt Foundation
Page 7: Charitable amounts but no details
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Butt Foundation
Page 7: Charitable amounts but no details
Page 45: Details!
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Butt Foundation
Laity Lodge:
“ecumenical Christian
retreat center”
Youth camps, family
and group retreats
Laity Renewal
Foundation: 39 retreats
in 2012, 1,728 guests
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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)
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Butt Foundation H-E-B: Privately owned
supermarket chain (1905)
350 stores, $20B annual
revenue
Forbes: Top 15 private
companies
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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
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Municipal bond documents
emma.msrb.org
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Municipal bond documents
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Municipal bond documents Like
prospectus for
mutual funds
Wealth of
background
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Municipal bond documents
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Municipal bond documents
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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
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Better: FreeERISA.com (free registration required)
ZIP search
freeerisa.benefitspro.com/5500/level.aspx
Health/retirement plans
![Page 35: Developing a Data State of Mind - Paul Overberg - Austin NewsTrain - Aug. 22-23, 2014](https://reader033.fdocuments.net/reader033/viewer/2022051411/547be273b4af9faf158b4f5b/html5/thumbnails/35.jpg)
Health/retirement plans
![Page 36: Developing a Data State of Mind - Paul Overberg - Austin NewsTrain - Aug. 22-23, 2014](https://reader033.fdocuments.net/reader033/viewer/2022051411/547be273b4af9faf158b4f5b/html5/thumbnails/36.jpg)
Health/retirement plans
freeerisa.benefitspro.com/5500/level.aspx
![Page 37: Developing a Data State of Mind - Paul Overberg - Austin NewsTrain - Aug. 22-23, 2014](https://reader033.fdocuments.net/reader033/viewer/2022051411/547be273b4af9faf158b4f5b/html5/thumbnails/37.jpg)
Health/retirement plans
freeerisa.benefitspro.com/5500/level.aspx
![Page 38: Developing a Data State of Mind - Paul Overberg - Austin NewsTrain - Aug. 22-23, 2014](https://reader033.fdocuments.net/reader033/viewer/2022051411/547be273b4af9faf158b4f5b/html5/thumbnails/38.jpg)
Health/retirement plans
freeerisa.benefitspro.com/5500/level.aspx
![Page 39: Developing a Data State of Mind - Paul Overberg - Austin NewsTrain - Aug. 22-23, 2014](https://reader033.fdocuments.net/reader033/viewer/2022051411/547be273b4af9faf158b4f5b/html5/thumbnails/39.jpg)
Health/retirement plans
freeerisa.benefitspro.com/5500/level.aspx
![Page 40: Developing a Data State of Mind - Paul Overberg - Austin NewsTrain - Aug. 22-23, 2014](https://reader033.fdocuments.net/reader033/viewer/2022051411/547be273b4af9faf158b4f5b/html5/thumbnails/40.jpg)
Health/retirement plans
freeerisa.benefitspro.com/5500/level.aspx
![Page 41: Developing a Data State of Mind - Paul Overberg - Austin NewsTrain - Aug. 22-23, 2014](https://reader033.fdocuments.net/reader033/viewer/2022051411/547be273b4af9faf158b4f5b/html5/thumbnails/41.jpg)
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