Liabilities / Assets
72nd percentile
Higher debt load relative to assets than 72% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.02x
Liabilities / Revenue
67th percentile
Higher debt load relative to revenue than 67% of similar nonprofits.
Net Margin
47th percentile
Higher net margin than 47% 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
79th percentile
Faster asset growth than 79% of similar nonprofits.
Revenue Growth
95th percentile
Faster revenue growth than 95% of similar nonprofits.
Balance Sheet
Assets
Up$7,960
Up $1,951 (+32%) from 2015
Net Assets
Up$7,823
Up $1,814 (+30%) from 2015
Liabilities
$137
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Up$49,623
Up $30,617 (+161%) from 2015
Expenses
Up$47,809
Up $29,613 (+163%) from 2015
Net Income
Up$1,814
Up $1,004 (+124%) from 2015
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Oct 1, 2015 to Sep 30, 2016
- Signed
- May 17, 2017
- Return Version
- 2015v3.0
- Gross Receipts
- $49,623
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 $40,000 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. | $7,809 | $40,000 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Claire Huang | Trustee | - | $0 | - | - |
| John Coverdale | Trustee/Secy | - | $0 | - | - |
| John Almandoz | Trustee | - | $0 | - | - |
| Eric Weber | Trustee/Pres | - | $0 | - | - |
| Paul Gallagher | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- IESE Foundation Inc
- EIN
- 26-1822489
- Phone
- 6463468850
- Address
- 165 West 57th Street, New York, NY 10019
Signing Officer
- Name
- Paul Gallagher
- Title
- Treasurer
- Signed
- 2017-05-17
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Sosin & Kriegel LLP
- Address
- 3000 Marcus Avenue Suite 2E4, Lake Success, NY 11042
- 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: $40000”
Other Expenses.1002
“Office Expenses $27”
Other Expenses.1005
“Travel $1061”
Other Expenses.1007
“Conferences, Conventions, and Meetings $200”
Other Expenses.1
“Credit Card Fees $2046”
Other Expenses.2
“Meals $1208”
Other Expenses.3
“Bank & Finance Fees $406”
Other Expenses.4
“Books, Subscriptions, Reference $338”
Other Expenses.5
“Memberships $155”
Other Expenses.6
“Business Registration fees $120”
Total Liabilities.1001
“Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $137”
Raw XML Appendix171 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/FeesAndOtherPymtToIndCntrctAmt | 0 | 2248 |
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| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
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| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 0 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Eric Weber |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Paul Gallagher |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Trustee/Secy |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Trustee |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Trustee/Pres |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Treasurer |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationFiled990TInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 5561 |
| 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/ProgramServiceExpensesAmt | 0 | 40000 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/RelatedOrgSect527OrgInd | 0 | false |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 137 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 47809 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 7809 |
| IRS990EZ/TotalRevenueAmt | 0 | 49623 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 49622 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 19005 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 23820 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 86200 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 41960 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 220607 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 1 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 1 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 7 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 3 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 12 |
| IRS990ScheduleA/OtherIncome170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY170Pct | 0 | 0.43740 |
| IRS990ScheduleA/PublicSupportPY170Pct | 0 | 0.32470 |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 96491 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 124116 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind | 0 | X |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 49622 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 19005 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 23820 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 86200 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 41960 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 220607 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 220619 |
| 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: $40000 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Office Expenses $27 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Travel $1061 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Conferences, Conventions, and Meetings $200 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Credit Card Fees $2046 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | Meals $1208 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Bank & Finance Fees $406 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Books, Subscriptions, Reference $338 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | Memberships $155 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Business Registration fees $120 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 10 | Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $137 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Grants and Similar Amounts Paid In Excess of $5,000.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Other Expenses.1002 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Other Expenses.1005 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Other Expenses.1007 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Other Expenses.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Other Expenses.2 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Other Expenses.3 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Other Expenses.4 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Other Expenses.5 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Other Expenses.6 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 10 | Total Liabilities.1001 |
| ReturnHeader/BuildTS | 0 | 2017-02-10 21:41:12Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Paul Gallagher |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Treasurer |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2017-05-17 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | IESE Foundation Inc |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | IESE |
| ReturnHeader/Filer/EIN | 0 | 261822489 |
| ReturnHeader/Filer/PhoneNum | 0 | 6463468850 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 165 West 57th Street |
| ReturnHeader/Filer/USAddress/CityNm | 0 | New York |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 10019 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Sosin & Kriegel LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3000 Marcus Avenue Suite 2E4 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Lake Success |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 11042 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 5165704600 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Ellyn A Sosin CPA |
| ReturnHeader/ReturnTs | 0 | 2017-05-17T10:01:10-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2015-10-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2016-09-30 |
| ReturnHeader/TaxYr | 0 | 2015 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $7,960
- Liabilities
- $137
- Net assets
- $7,823
- Revenue
- $49,623
- Expenses
- $47,809
- Net income
- $1,814