Liabilities / Assets
83rd percentile
Higher debt load relative to assets than 83% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.14x
Liabilities / Revenue
78th percentile
Higher debt load relative to revenue than 78% of similar nonprofits.
Net Margin
36th percentile
Higher net margin than 36% of similar nonprofits.
Top Officer Pay
83rd percentile
Higher top officer pay than 83% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
59th percentile
Faster asset growth than 59% of similar nonprofits.
Revenue Growth
4th percentile
Faster revenue growth than 4% of similar nonprofits.
Balance Sheet
Assets
Up$6,011
Up $507 (+9.2%) from 2013
Net Assets
Down$5,199
Down $305 (-5.5%) from 2013
Liabilities
$812
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$23,822
Down $62,385 (-72%) from 2013
Expenses
Down$24,127
Down $115,218 (-83%) from 2013
Net Income
Up-$305
Up $52,833 (+99%) from 2013
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Oct 1, 2013 to Sep 30, 2014
- Signed
- Jan 26, 2015
- Return Version
- 2013v4.0
- Gross Receipts
- $23,822
Mission and Program Overview
Mission
IESE Foundation, Inc's primary purposes are to support research, the dissemination of information, education and training, all related to business and management and to economics, sociology, psychology and other disciplines in so far as they relate to business and management. It will achieve its goals through grants to support the development and activities of other not-for-profit entities in so far as their programs and activities contribute to the achievement of the Corporation's purposes.
IESE Foundation, Inc's primary purposes are to support research, the dissemination of information, education and training related to business and management and to economics, sociology, psychology and other disciplines in so far as they relate to business and management. It will achieve its goals through grants to support the development and activities of other not-for-profit entities in so far as their programs and activities contribute to the achievement of the Corporation's purposes.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| A grant of $18,000 was made to IESE USA, Inc which operates the facilities in New York City used by IESE Business School to conduct management education courses and to carry out research. The unrestricted grant was in support of operations of IESE USA, Inc including costs associated with renting and operating a facility and running educational programs. Remaining expenses for the year were management and general. | $6,610 | $18,000 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Claire Huang | Trustee | - | $0 | - | - |
| John Coverdale | Trustee/Secy | - | $0 | - | - |
| Eric Weber | Trustee/Pres | - | $0 | - | - |
| Paul Gallagher | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- EIN
- 26-1822489
- Phone
- 6463468850
Signing Officer
- Name
- Paul Gallagher
- Title
- Treasurer
- Signed
- 2015-01-26
- Discuss with paid preparer
- Yes
Preparer
- Preparer
- Ellyn A Sosin CPA
- Phone
- 5165704600
Supplemental Narrative
Additional Explanations
Grants and Similar Amounts Paid In Excess of $5,000.1
“Class of Activity: General Contribution | Donee's Name: IESE USA, Inc | Donee's Address: 165 West 57th Street New York, NY 10019 | Relationship of Donee: None | Cash Amount Given: $18000”
Other Expenses.1005
“Travel $1741”
Other Expenses.1
“Bank and Credit card fees $2234”
Other Expenses.2
“Meals $886”
Other Expenses.3
“Conferences $230”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $812”
Raw XML Appendix159 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.
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Paul Gallagher |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Trustee/Secy |
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| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 5091 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | IESE Foundation, Inc's primary purposes are to support research, the dissemination of information, education and training related to business and management and to economics, sociology, psychology and other disciplines in so far as they relate to business and management. It will achieve its goals through grants to support the development and activities of other not-for-profit entities in so far as their programs and activities contribute to the achievement of the Corporation's purposes. |
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| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 6610 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 18000 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/RelatedOrgSect527OrgInd | 0 | false |
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| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 812 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 24127 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 6610 |
| IRS990EZ/TotalRevenueAmt | 0 | 23822 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/Form990ScheduleAPartIVGrp/ExplanationTxt | 0 | An unusual grant was received on September 17, 2010 (2009 From 990-EZ) from one donor in the amount of $100,000. IESE Foundation, Inc. has not received such a large one time grant in its five year history. Therefore, this grant is not included in the calculation to meet the public support test. |
| IRS990ScheduleA/Form990ScheduleAPartIVGrp/FormAndLineReferenceDesc | 0 | Additional Supplemental Information - Support Schedule |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 23820 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 86200 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 41960 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 64369 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 72033 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 288382 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 7 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 3 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 14 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 27 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.42300 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.36040 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 121990 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 166392 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
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| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 288382 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 288409 |
| IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Class of Activity: General Contribution | Donee's Name: IESE USA, Inc | Donee's Address: 165 West 57th Street New York, NY 10019 | Relationship of Donee: None | Cash Amount Given: $18000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Travel $1741 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Bank and Credit card fees $2234 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Meals $886 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Conferences $230 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $812 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Grants and Similar Amounts Paid In Excess of $5,000.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Total Liabilities.1001 |
| ReturnHeader/BuildTS | 0 | 2016-02-25 16:41:14Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Paul Gallagher |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-01-26 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | IESE Foundation Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | IESE |
| ReturnHeader/Filer/EIN | 0 | 261822489 |
| ReturnHeader/Filer/PhoneNum | 0 | 6463468850 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 165 West 57th Street |
| ReturnHeader/Filer/USAddress/City | 0 | New York |
| ReturnHeader/Filer/USAddress/State | 0 | NY |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 10019 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | Sosin & Kriegel LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 3000 Marcus Avenue Suite 2E4 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | Lake Success |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 11042 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5165704600 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Ellyn A Sosin CPA |
| ReturnHeader/ReturnTs | 0 | 2015-01-26T08:43:41-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-10-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-09-30 |
| ReturnHeader/TaxYr | 0 | 2013 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $6,011
- Liabilities
- $812
- Net assets
- $5,199
- Revenue
- $23,822
- Expenses
- $24,127
- Net income
- -$305