Civic Intelligence

The Carol & Melvin Newman Family Foundation Inc

990PF • Fiscal year 2013 • EIN 13-6162759

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

C/O M Newman 145 Central Pk West10023

(212) 874-1695

Siviq Scores

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

Liabilities / Assets

40th percentile

0.01x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

77th percentile

0.38x

Higher debt load relative to revenue than 77% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Net Margin

4th percentile

-156%

Higher net margin than 4% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

22nd percentile

-4.0%

Faster asset growth than 22% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

14th percentile

-22%

Faster revenue growth than 14% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Assets

Down

$2,086,630

Down $86,544 (-4.0%) from 2012

Net Assets

$2,062,269

No earlier filing loaded for comparison.

Liabilities

Up

$24,361

Up $13,261 (+119%) from 2012

Revenue

Down

$63,799

Down $17,852 (-22%) from 2012

Expenses

Down

$163,604

Down $8,765 (-5.1%) from 2012

Net Income

Down

-$99,805

Down $9,087 (-10%) from 2012

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,316,028Liabilities 2010: $0Net Assets 2010: $2,316,0282010Assets 2011: $2,252,792Liabilities 2011: $0Net Assets 2011: $2,252,7922011Assets 2012: $2,173,174Liabilities 2012: $11,1002012Assets 2013: $2,086,630Liabilities 2013: $24,361Net Assets 2013: $2,062,2692013Assets 2014: $2,030,812Liabilities 2014: $28,000Net Assets 2014: $2,002,8122014Assets 2015: $1,878,622Liabilities 2015: $6,180Net Assets 2015: $1,872,4422015Assets 2016: $1,783,972Liabilities 2016: $600Net Assets 2016: $1,783,3722016Assets 2017: $1,694,957Liabilities 2017: $26,015Net Assets 2017: $1,668,9422017Assets 2018: $1,584,590Liabilities 2018: $14,004Net Assets 2018: $1,570,5862018Assets 2019: $1,389,160Liabilities 2019: $12,059Net Assets 2019: $1,377,1012019Assets 2020: $1,255,739Liabilities 2020: $939Net Assets 2020: $1,254,8002020Assets 2021: $1,212,973Liabilities 2021: $115Net Assets 2021: $1,212,8582021Assets 2022: $1,197,307Liabilities 2022: $2,175Net Assets 2022: $1,195,1322022Assets 2023: $1,145,592Liabilities 2023: $3,305Net Assets 2023: $1,142,2872023Assets 2024: $1,115,766Liabilities 2024: $51Net Assets 2024: $1,115,7152024

Highlighted filing

2013

Assets$2,086,630
Liabilities$24,361
Net Assets$2,062,269

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $121,7752010Expenses 2011: $143,5612011Revenue 2012: $81,651Expenses 2012: $172,369Net Income 2012: -$90,7182012Revenue 2013: $63,799Expenses 2013: $163,604Net Income 2013: -$99,8052013Revenue 2014: $63,292Expenses 2014: $122,749Net Income 2014: -$59,4572014Revenue 2015: $49,286Expenses 2015: $179,656Net Income 2015: -$130,3702015Revenue 2016: $46,408Expenses 2016: $135,478Net Income 2016: -$89,0702016Revenue 2017: $45,185Expenses 2017: $159,615Net Income 2017: -$114,4302017Revenue 2018: $47,393Expenses 2018: $145,749Net Income 2018: -$98,3562018Revenue 2019: $43,247Expenses 2019: $236,732Net Income 2019: -$193,4852019Revenue 2020: $13,846Expenses 2020: $136,147Net Income 2020: -$122,3012020Revenue 2021: $35,174Expenses 2021: $77,116Net Income 2021: -$41,9422021Revenue 2022: $32,324Expenses 2022: $50,050Net Income 2022: -$17,7262022Revenue 2023: $41,679Expenses 2023: $94,524Net Income 2023: -$52,8452023Revenue 2024: $22,773Expenses 2024: $49,345Net Income 2024: -$26,5722024

Highlighted filing

2013

Revenue$63,799
Expenses$163,604
Net Income-$99,805
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MELVIN D NEWMANPresident-$0--
CAROL NEWMANVP/Treas-$0--
JOSHUA NEWMANDirector-$0--
Filing and Contact Details

Filer

EIN
13-6162759
Phone
2128741695

Signing Officer

Name
Melvin D Newman
Title
President
Signed
2014-11-13
Discuss with paid preparer
Yes

Preparer

Preparer
Bruce a Rosen CPA
Phone
6317541600
Raw XML Appendix303 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.

Path#Value
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AccountingFeesSchedule/AccountingFeesDetail/Amt01775
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0BRUCE A. ROSEN, CPA, P.C.
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01775
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BNY MELLON WEALTH MGMT #10582729180
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt02058190
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-8390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112082
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-8390
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BNY MELLON INVESTMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BNY MELLON INVESTMENTS
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IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-8390
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-99805
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02062269
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02162074
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02062269
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IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0564
IRS990PF/DistributableAmountGrp/TotalTaxAmt0564
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IRS990PF/FMVAssetsEOYAmt02099360
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt037950
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IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt011100
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IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02124124
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt047477
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IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MELVIN D NEWMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1CAROL NEWMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JOSHUA NEWMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP/Treas
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1223 WEST 73RD STREET 416
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0MELVIN D NEWMAN
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1CAROL NEWMAN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0154244
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0approved
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SEE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0n/a
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10ATTACHED SCHEDULE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode010023
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0154244
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/AppliedToCurrentYearAmt0107093
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0107093
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt051193
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt021723
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt012069
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt03413
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt03413
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0132136
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt047151
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt051193
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt021723
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt012069
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0154244
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt047151
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0135549
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt088398
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt05115
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1220
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2250
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INVESTMENT ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2REGISTRATION FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05115
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1220
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1220
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2250
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt011100
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CREDIT CARD PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt022336
TaxesSchedule/TaxesDetail/Amt02000
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MELVIN D NEWMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE CAROL & MELVIN NEWMAN
ReturnHeader/Filer/BusinessName/BusinessNameLine20FAMILY FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CARO
ReturnHeader/Filer/EIN0136162759
ReturnHeader/Filer/PhoneNum02128741695
ReturnHeader/Filer/USAddress/AddressLine10C/O M NEWMAN 145 CENTRAL PK WEST
ReturnHeader/Filer/USAddress/City0NEW YORK
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode010023
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Bruce A Rosen CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine107 Cobblestone Court
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Centerport
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode011721
ReturnHeader/PreparerPersonGrp/PhoneNum06317541600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE A ROSEN CPA
ReturnHeader/ReturnTs02014-11-13T10:23:26-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.02$0.05$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.14$0.04$0.09$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.03$0.05$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.04$0.08$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.25$0.01$0.14$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.39$0.01$1.38$0.04$0.24$0.19
2018Detailed filing. Detailed filing data is available for this year.$1.58$0.01$1.57$0.05$0.15$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.69$0.03$1.67$0.05$0.16$0.11
2016Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.05$0.14$0.09
2015Detailed filing. Detailed filing data is available for this year.$1.88$0.01$1.87$0.05$0.18$0.13
2014Detailed filing. Detailed filing data is available for this year.$2.03$0.03$2.00$0.06$0.12$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.09$0.02$2.06$0.06$0.16$0.10
2012Summary only. Only limited summary data is available for this year.$2.17$0.01$0.08$0.17$0.09
2011Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.14
2010Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.12