Civic Intelligence

The Isidore Newman School Foundation

990 • Fiscal year 2013 • EIN 26-2208265

Jul 01, 2012 to Jun 30, 2013 • Filed on Feb 18, 2014

Organization ProfileWWW.NEWMANSCHOOL.ORG
1903 Jefferson Avenue70115
Siviq Scores

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

Liabilities / Assets

9th percentile

0.01x

Higher debt load relative to assets than 9% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

56th percentile

6.3%

Faster asset growth than 56% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$38,858,061

Up $2,298,375 (+6.3%) from 2012

Net Assets

Up

$38,520,383

Up $2,376,231 (+6.6%) from 2012

Liabilities

Down

$337,678

Down $77,856 (-19%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$1,611,712

Up $239,366 (+17%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$80M$60M$40M$20M$0Assets 2010: $32,050,343Liabilities 2010: $137,949Net Assets 2010: $31,912,3942010Assets 2011: $36,897,104Liabilities 2011: $297,783Net Assets 2011: $36,599,3212011Assets 2012: $36,559,686Liabilities 2012: $415,534Net Assets 2012: $36,144,1522012Assets 2013: $38,858,061Liabilities 2013: $337,678Net Assets 2013: $38,520,3832013Assets 2014: $44,750,597Liabilities 2014: $62,075Net Assets 2014: $44,688,5222014Assets 2015: $46,028,207Liabilities 2015: $126,166Net Assets 2015: $45,902,0412015Assets 2016: $44,117,005Liabilities 2016: $181,615Net Assets 2016: $43,935,3902016Assets 2017: $47,934,866Liabilities 2017: $220,056Net Assets 2017: $47,714,8102017Assets 2018: $50,445,756Liabilities 2018: $272,942Net Assets 2018: $50,172,8142018Assets 2019: $53,151,487Liabilities 2019: $348,172Net Assets 2019: $52,803,3152019Assets 2020: $52,264,244Liabilities 2020: $435,676Net Assets 2020: $51,828,5682020Assets 2021: $67,359,876Liabilities 2021: $434,927Net Assets 2021: $66,924,9492021Assets 2022: $51,467,441Liabilities 2022: $395,328Net Assets 2022: $51,072,1132022Assets 2023: $54,544,620Liabilities 2023: $384,462Net Assets 2023: $54,160,1582023Assets 2024: $55,575,561Liabilities 2024: $223,137Net Assets 2024: $55,352,4242024

Highlighted filing

2013

Assets$38,858,061
Liabilities$337,678
Net Assets$38,520,383
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MExpenses 2010: $1,728,5892010Expenses 2011: $1,579,9832011Expenses 2012: $1,372,3462012Expenses 2013: $1,611,7122013Revenue 2014: $4,134,534Expenses 2014: $1,556,731Net Income 2014: $2,577,8032014Revenue 2015: $5,239,998Expenses 2015: $1,575,176Net Income 2015: $3,664,8222015Revenue 2016: $587,468Expenses 2016: $1,833,223Net Income 2016: -$1,245,7552016Revenue 2017: $2,035,068Expenses 2017: $1,940,259Net Income 2017: $94,8092017Revenue 2018: $3,146,106Expenses 2018: $1,987,241Net Income 2018: $1,158,8652018Revenue 2019: $2,721,431Expenses 2019: $2,066,956Net Income 2019: $654,4752019Revenue 2020: $3,046,472Expenses 2020: $2,152,469Net Income 2020: $894,0032020Revenue 2021: $4,370,271Expenses 2021: $2,266,571Net Income 2021: $2,103,7002021Revenue 2022: $3,548,875Expenses 2022: $2,280,780Net Income 2022: $1,268,0952022Revenue 2023: $3,067,056Expenses 2023: $2,374,876Net Income 2023: $692,1802023Revenue 2024: $2,615,591Expenses 2024: $5,475,638Net Income 2024: -$2,860,0472024

Highlighted filing

2013

Revenue-
Expenses$1,611,712
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Feb 18, 2014
Return Version
2012v2.1
Gross Receipts
$10,571,947
Mission and Program Overview

Mission

To support the isidore newman school by administering, developing, and investing an endowment fund for the sole benefit of the school.

Filing and Contact Details

Filer

EIN
26-2208265
Raw XML AppendixShowing 400 of 536 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
IRS990/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY02174
IRS990/AccountsPayableAccruedExpenses/EOY02277
IRS990/AccountsReceivable/BOY0827404
IRS990/AccountsReceivable/EOY01152347
IRS990/ActivitiesConductedPartnership00
IRS990/ActivityOrMissionDescription0SEE SCHEDULE O FOR ORGANIZATION MISSION STATEMENTS CONTINUATION.THE FOUNDATION'S PURPOSE IS TO SUPPORT THE ISIDORE NEWMAN SCHOOL BY ADMINISTERING, DEVELOPING, AND INVESTING AN ENDOWMENT FUND FOR THE SOLE BENEFIT OF THE ISIDORE NEWMAN SCHOOL.
IRS990/AddressPrincipalOfficerUS/AddressLine101903 JEFFERSON AVENUE
IRS990/AddressPrincipalOfficerUS/City0NEW ORLEANS
IRS990/AddressPrincipalOfficerUS/State0LA
IRS990/AddressPrincipalOfficerUS/ZIPCode070115
IRS990/AllOtherContributions0914153
IRS990/AllOtherExpenses/ProgramServices04499
IRS990/AllOtherExpenses/Total04499
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee00
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO00
IRS990/CompensationProcessOther00
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt01
IRS990/ContributionsGrantsCurrentYear0914153
IRS990/ContributionsGrantsPriorYear01131494
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval01
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions00
IRS990/DelegationOfManagementDuties00
IRS990/DescribedIn501C301
IRS990/Description0THE FOUNDATION'S PURPOSE IS TO SUPPORT THE ISIDORE NEWMAN SCHOOL BY ADMINISTERING, DEVELOPING, AND INVESTING AN ENDOWMENT FUND FOR THE SOLE BENEFIT OF THE SCHOOL.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/ElectionOfBoardMembers01
IRS990/ExcessBenefitTransaction00
IRS990/Expense01611712
IRS990/FamilyOrBusinessRelationship01
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesInvstMgmntFees/ProgramServices030184
IRS990/FeesForServicesInvstMgmntFees/Total030184
IRS990/FollowSFAS1170X
IRS990/ForeignActivities01
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form1098CFiled00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form8899Filed00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek11.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek21.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek31.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek41.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek51.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek61.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek71.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek81.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek91.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek101.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek111.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector9X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector10X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector11X
IRS990/Form990PartVIISectionA/NamePerson0ANN THOMPSON
IRS990/Form990PartVIISectionA/NamePerson1H MERRITT LANE III
IRS990/Form990PartVIISectionA/NamePerson2SUSAN GOOD
IRS990/Form990PartVIISectionA/NamePerson3LOUIS Y FISHMAN
IRS990/Form990PartVIISectionA/NamePerson4HERMAN S KOHLMEYER JR
IRS990/Form990PartVIISectionA/NamePerson5SYDNEY BESTHOFF
IRS990/Form990PartVIISectionA/NamePerson6DARRYL D BERGER SR
IRS990/Form990PartVIISectionA/NamePerson7VALERIE MARCUS
IRS990/Form990PartVIISectionA/NamePerson8ALAN PHILIPSON
IRS990/Form990PartVIISectionA/NamePerson9IRVING WARSHAUER
IRS990/Form990PartVIISectionA/NamePerson10HARRY J BLUMENTHAL
IRS990/Form990PartVIISectionA/NamePerson11TRIPP FRIEDLER
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/OtherCompensation90
IRS990/Form990PartVIISectionA/OtherCompensation100
IRS990/Form990PartVIISectionA/OtherCompensation110
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization100
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization110
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs100
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs110
IRS990/Form990PartVIISectionA/Title0DIRECTOR
IRS990/Form990PartVIISectionA/Title1DIRECTOR
IRS990/Form990PartVIISectionA/Title2MEMBER
IRS990/Form990PartVIISectionA/Title3DIRECTOR, SECRETARY AND MEMBER
IRS990/Form990PartVIISectionA/Title4DIRECTOR, PRESIDENT AND MEMBER
IRS990/Form990PartVIISectionA/Title5DIRECTOR, CHAIRMAN AND MEMBER
IRS990/Form990PartVIISectionA/Title6MEMBER
IRS990/Form990PartVIISectionA/Title7MEMBER
IRS990/Form990PartVIISectionA/Title8MEMBER
IRS990/Form990PartVIISectionA/Title9DIRECTOR AND MEMBER
IRS990/Form990PartVIISectionA/Title10MEMBER
IRS990/Form990PartVIISectionA/Title11DIRECTOR
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FSAuditedBasis/FinancialStatementConsolidated0X
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/GainOrLoss/Securities0248029
IRS990/Gaming00
IRS990/Grants01502758
IRS990/GrantsAndSimilarAmntsCY01502758
IRS990/GrantsAndSimilarAmntsPriorYear01283541
IRS990/GrantsToDomesticOrgs/ProgramServices01502758
IRS990/GrantsToDomesticOrgs/Total01502758
IRS990/GrantsToIndividuals00
IRS990/GrantsToOrganizations01
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities08970483
IRS990/GrossReceipts010571947
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt01
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InvestmentIncomeCurrentYear0856368
IRS990/InvestmentIncomePriorYear01384664
IRS990/InvestmentIncome/RelatedOrExemptFunctionIncome0608339
IRS990/InvestmentIncome/TotalRevenueColumn0608339
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsOtherSecurities/BOY011254010
IRS990/InvestmentsOtherSecurities/EOY011543890
IRS990/InvestmentsPubTradedSecurities/BOY019135871
IRS990/InvestmentsPubTradedSecurities/EOY021586732
IRS990/LessCostOthBasisSalesExpenses/Securities08722454
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities00
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders01
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0THE FOUNDATION'S PURPOSE IS TO SUPPORT THE ISIDORE NEWMAN SCHOOL BY ADMINISTERING, DEVELOPING, AND INVESTING AN ENDOWMENT FUND FOR THE SOLE BENEFIT OF THE SCHOOL.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/NameOfPrincipalOfficerPerson0HERMAN S KOHLMEYER JR
IRS990/NbrIndependentVotingMembers07
IRS990/NbrVotingGoverningBodyMembers07
IRS990/NbrVotingMembersGoverningBody07
IRS990/NetAssetsOrFundBalancesBOY036144152
IRS990/NetAssetsOrFundBalancesEOY038520383
IRS990/NetGainOrLossInvestments/RelatedOrExemptFunctionIncome0248029
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0248029
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers07
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficeExpenses/ProgramServices011467
IRS990/OfficeExpenses/Total011467
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY02612405
IRS990/OtherAssetsTotal/EOY02691377
IRS990/OtherExpensePriorYear088805
IRS990/OtherExpensesCurrentYear0108954
IRS990/OtherExpenses/Description0DONOR RESTRICTED EXPENS
IRS990/OtherExpenses/Description1OTHER SUPPORTING SERVIC
IRS990/OtherExpenses/Description2HOSPITALITY
IRS990/OtherExpenses/Description3PROFESSIONAL DEVELOPMEN
IRS990/OtherExpenses/ProgramServices023035
IRS990/OtherExpenses/ProgramServices120000
IRS990/OtherExpenses/ProgramServices211216
IRS990/OtherExpenses/ProgramServices38128
IRS990/OtherExpenses/Total023035
IRS990/OtherExpenses/Total120000
IRS990/OtherExpenses/Total211216
IRS990/OtherExpenses/Total38128
IRS990/OtherLiabilities/BOY0413360
IRS990/OtherLiabilities/EOY0335401
IRS990/OtherRevenueCurrentYear078972
IRS990/OtherRevenueMisc/BusinessCode0525920
IRS990/OtherRevenueMisc/Description0INTERESTS IN TRUST HELD BY OTHER
IRS990/OtherRevenueMisc/RelatedOrExemptFunctionIncome078972
IRS990/OtherRevenueMisc/TotalRevenueColumn078972
IRS990/OtherRevenuePriorYear0-137360
IRS990/PartialLiquidation00
IRS990/PermanentlyRestrictedNetAssets/BOY016642218
IRS990/PermanentlyRestrictedNetAssets/EOY017458872
IRS990/PledgesAndGrantsReceivable/BOY0971018
IRS990/PledgesAndGrantsReceivable/EOY0817965
IRS990/PoliticalActivities00
IRS990/PremiumsPaid00
IRS990/PriorExcessBenefitTransaction00
IRS990/ProfessionalFundraising00
IRS990/ProgramServiceRevenueCY00
IRS990/ProgramServiceRevenuePriorYear00
IRS990/ProhibitedTaxShelterTrans00
IRS990/QuidProQuoContributions00
IRS990/ReconcilationOtherChanges00
IRS990/ReconcilationRevenueExpenses0237781
IRS990/ReconciliationUnrealizedInvest02138450
IRS990/RegularMonitoringEnforcement01
IRS990/RelatedEntity01
IRS990/RelatedOrgControlledEntity00
IRS990/ReportFin48Footnote01
IRS990/ReportInvestOthSecurities01
IRS990/ReportLandBldgEquip00
IRS990/ReportOtherAssets01
IRS990/ReportOtherLiabilities01
IRS990/ReportProgRelInvest00
IRS990/Revenue0935340
IRS990/RevenuesLessExpensesCY0237781
IRS990/RevenuesLessExpensesPriorYear01006452
IRS990/SalariesEtcCurrentYear00
IRS990/SalariesEtcPriorYear00
IRS990/SavingsAndTempCashInvestments/BOY01758978
IRS990/SavingsAndTempCashInvestments/EOY01065750
IRS990ScheduleA/ContribBy35ControlledEntity00
IRS990ScheduleA/ContribByControllingIndividual00
IRS990ScheduleA/ContributionByRelatedParty00
IRS990ScheduleA/SumOfAmounts01561156
IRS990ScheduleA/SupportedOrgInformation/Amount01561156
IRS990ScheduleA/SupportedOrgInformation/EIN0720408935
IRS990ScheduleA/SupportedOrgInformation/ListedInGoverningDoc01
IRS990ScheduleA/SupportedOrgInformation/Name/BusinessNameLine10ISIDORE NEWMAN SCHOOL
IRS990ScheduleA/SupportedOrgInformation/OrganizedInUS01
IRS990ScheduleA/SupportedOrgInformation/SupportedOrganizationNotified01
IRS990ScheduleA/SupportedOrgInformation/TypeOfOrganization0501(C)(3)
IRS990ScheduleA/SupportingOrg509a3Type10X
IRS990ScheduleA/SupportingOrganization509a30X
IRS990ScheduleA/TotalNumberOfSupportedOrgs01
IRS990ScheduleA/WrittenIRSDetermination0X
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990/ScheduleBRequired01
IRS990ScheduleD/BoardDesignatedEOYBalance00.16000
IRS990ScheduleD/CurrentYear/BeginningOfYearBalance030328698
IRS990ScheduleD/CurrentYear/Contributions0700641
IRS990ScheduleD/CurrentYear/EndOfYearBalance032088391
IRS990ScheduleD/CurrentYear/InvestmentEarningsOrLosses02782911
IRS990ScheduleD/CurrentYearMinus1Year/BeginningOfYearBalance030768285
IRS990ScheduleD/CurrentYearMinus1Year/Contributions01101034
IRS990ScheduleD/CurrentYearMinus1Year/EndOfYearBalance030328698
IRS990ScheduleD/CurrentYearMinus1Year/InvestmentEarningsOrLosses0-26973
IRS990ScheduleD/CurrentYearMinus1Year/OtherExpenditures01513648
IRS990ScheduleD/CurrentYearMinus2Years/BeginningOfYearBalance026952614
IRS990ScheduleD/CurrentYearMinus2Years/Contributions0163400
IRS990ScheduleD/CurrentYearMinus2Years/EndOfYearBalance030768285
IRS990ScheduleD/CurrentYearMinus2Years/InvestmentEarningsOrLosses05201508
IRS990ScheduleD/CurrentYearMinus2Years/OtherExpenditures01549237
IRS990ScheduleD/CurrentYearMinus3Years/Contributions026282060
IRS990ScheduleD/CurrentYearMinus3Years/EndOfYearBalance026952614
IRS990ScheduleD/CurrentYearMinus3Years/InvestmentEarningsOrLosses02399141
IRS990ScheduleD/CurrentYearMinus3Years/OtherExpenditures01728587
IRS990ScheduleD/CurrentYear/OtherExpenditures01723859
IRS990ScheduleD/EndowmentsHeldByRelatedOrgs00
IRS990ScheduleD/EndowmentsHeldByUnrelatedOrgs01
IRS990ScheduleD/ExpensesNotRptdF99000
IRS990ScheduleD/ExpensesNotRptdOnFinStmt00
IRS990ScheduleD/ExpensesSubtotal01611712
IRS990ScheduleD/FootnoteInPartXIII0X
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation0THE ENDOWMENT FUND OF THE ISIDORE NEWMAN FOUNDATION IS TO SUPPORT THE ISIDORE NEWMAN SCHOOL.
IRS990ScheduleD/Form990ScheduleDPartXIII/Explanation1ACCOUNTING STANDARDS PROVIDE DETAILED GUIDANCE FOR FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, AND DISCLOSURE OF UNCERTAIN TAX POSITIONS RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. IT REQUIRES AN ENTITY TO RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF A TAX POSITION WHEN IT IS MORE LIKELY THAN NOT THAT THE POSITION WILL NOT BE SUSTAINED UPON EXAMINATION. AS OF JUNE 30, 2013 AND 2012, MANAGEMENT BELIEVES THE SCHOOL AND FOUNDATION HAVE NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. TAX YEARS ENDED JUNE 30, 2010 AND LATER REMAIN SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES.
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier0DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:
IRS990ScheduleD/Form990ScheduleDPartXIII/Identifier1DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference0PART V, LINE 4:
IRS990ScheduleD/Form990ScheduleDPartXIII/ReturnReference1PART X, LINE 2:
IRS990ScheduleD/NetUnrealizedGainsInvestments02138450
IRS990ScheduleD/OtherAssets/BookValue02691377
IRS990ScheduleD/OtherAssets/Description0INTERESTS IN TRUSTS HELD BY OTHERS
IRS990ScheduleD/OtherLiabilities/Amount0335401
IRS990ScheduleD/OtherLiabilities/Description0DUE TO ISIDORE NEWMAN SCHOOL
IRS990ScheduleD/OtherSecurities/BookValue06450279
IRS990ScheduleD/OtherSecurities/BookValue14978003
IRS990ScheduleD/OtherSecurities/BookValue2115608
IRS990ScheduleD/OtherSecurities/Description0LIMITED PARTNERSHIP INTERESTS
IRS990ScheduleD/OtherSecurities/Description1INVESTMENTS IN FUNDS OF FUNDS
IRS990ScheduleD/OtherSecurities/Description2OTHER
IRS990ScheduleD/OtherSecurities/MethodOfValuation0F
IRS990ScheduleD/OtherSecurities/MethodOfValuation1F
IRS990ScheduleD/OtherSecurities/MethodOfValuation2F
IRS990ScheduleD/PermanentEndowmentEOYBalance00.55000
IRS990ScheduleD/RevenueNotRptdF99002138450
IRS990ScheduleD/RevenueNotRptdOnFinStmt00
IRS990ScheduleD/RevenueSubtotal01849493
IRS990ScheduleD/TermEndowmentEOYBalance00.29000
IRS990ScheduleD/TotalBookValueOtherAssets02691377
IRS990ScheduleD/TotalExpensesPerForm99001611712
IRS990ScheduleD/TotalOfAmounts0335401
IRS990ScheduleD/TotalOfBookValueLandBuildings00
IRS990ScheduleD/TotalOfBookValueSecurities011543890
IRS990ScheduleD/TotalRevenuePerForm99001849493
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt01611712
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt03987943
IRS990ScheduleF/AcctsActvsOutUSTable/NumberOfEmployees00
IRS990ScheduleF/AcctsActvsOutUSTable/NumberOfEmployees10
IRS990ScheduleF/AcctsActvsOutUSTable/NumberOfOffices00
IRS990ScheduleF/AcctsActvsOutUSTable/NumberOfOffices10
IRS990ScheduleF/AcctsActvsOutUSTable/Region0NORTH AMERICA - CANADA AND MEXICO
IRS990ScheduleF/AcctsActvsOutUSTable/Region1EUROPE (INCLUDING ICELAND & GREENLAND)
IRS990ScheduleF/AcctsActvsOutUSTable/TotalExpenditures0804643
IRS990ScheduleF/AcctsActvsOutUSTable/TotalExpenditures12602313
IRS990ScheduleF/AcctsActvsOutUSTable/TypeOfActivitiesConducted0INVESTMENT IN THE KINETICS FUND, INC., CLASS A SERIES A;LIST TOTAL 690717
IRS990ScheduleF/AcctsActvsOutUSTable/TypeOfActivitiesConducted1INVESTMENT IN PROTEGE PARTNERS QP FUND, LTD.;LIST TOTAL 2874131
IRS990ScheduleF/BoycottCountries00
IRS990ScheduleF/ContAmountSpent00
IRS990ScheduleF/ContNumberOfEmployees00
IRS990ScheduleF/ContNumberOfOffices00
IRS990ScheduleF/ForeignPartnership00
IRS990ScheduleF/InterestInForeignTrust00
IRS990ScheduleF/OwnForeignCorp00
IRS990ScheduleF/PassiveForeignInvestCo00
IRS990ScheduleF/SubtotalAmountSpent03406956
IRS990ScheduleF/SubtotalNumberOfEmployees00
IRS990ScheduleF/SubtotalNumberOfOffices00
IRS990ScheduleF/TotalAmountSpent03406956
IRS990ScheduleF/TotalNumberOfEmployees00
IRS990ScheduleF/TotalNumberOfOffices00
IRS990ScheduleF/TransferToForeignCorp00
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: THE FOUNDATION FOLLOWS AN ENDOWMENT SPENDING POLICY AS SANCTIONED BY THE UNIFORM MANAGEMENT OF INSTITUTIONAL FUNDS ACT AND DONOR INTENTIONS.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine101903 JEFFERSON AVE
IRS990ScheduleI/RecipientTable/AddressUS/City0NEW ORLEANS
IRS990ScheduleI/RecipientTable/AddressUS/State0LA
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode070115
IRS990ScheduleI/RecipientTable/AmountOfCashGrant01502758
IRS990ScheduleI/RecipientTable/EINOfRecipient0720408935
IRS990ScheduleI/RecipientTable/IRCSection0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrant0SEE PART IV FOR COLUMN (H) DESCRIPTION.THE FOUNDATION FOLLOWS AN ENDOWMENT SPENDING POLICY AS SANCTIONED BY THE UNIFORM MANAGMENT OF INSTITUTIONAL FUNDS ACT AND DONOR INTENTIONS.
IRS990ScheduleI/RecipientTable/RecipientNameBusiness/BusinessNameLine10ISIDORE NEWMAN SCHOOL
IRS990ScheduleI/RecordsMaintained01
IRS990/ScheduleJRequired00
IRS990ScheduleO/GeneralExplanation/Explanation0MERRITT LANE IS HERMAN KOHLMEYER'S SON-IN-LAW. VALERIE MARCUS IS SYDNEY BESTHOFF'S DAUGHTER,
IRS990ScheduleO/GeneralExplanation/Explanation1THE ISIDORE NEWMAN SCHOOL FOUNDATION HAS ONE CLASS OF MEMBERS WHICH CONSISTS OF THE MEMBERS (WHO ARE CALLED "TRUSTEES") OF ISIDORE NEWMAN SCHOOL.
IRS990ScheduleO/GeneralExplanation/Explanation2THE DIRECTORS OF THE GOVERNING BODY ARE ELECTED BY THE MEMBERS OF THE FOUNDATION.
IRS990ScheduleO/GeneralExplanation/Explanation3CERTAIN MAJOR DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE MEMBERS UNDER THE FOUNDATION'S CHARTER AND BYLAWS AND THE PROVISIONS OF THE LOUISIANA NONPROFIT CORPORATIONS LAW.
IRS990ScheduleO/GeneralExplanation/Explanation4THE DIRECTORS OF THE FOUNDATION INDIVIDUALLY REVIEW AND COMMENT UPON THE FORM 990 PRIOR TO THE RETURN BEING FILED.
IRS990ScheduleO/GeneralExplanation/Explanation5THE FOUNDATION'S BOARD, AT ITS MEETING IN NOVEMBER 2012, VOTED TO ADOPT AND COMPLY WITH THE POLICIES OF THE SCHOOL'S BOARD OF GOVERNORS WITH RESPECT TO CONFLICTS OF INTEREST, WHISTLEBLOWERS AND DOCUMENT RETENTION. THE FOUNDATION RELIES UPON THE SCHOOL TO MONITOR THESE POLICIES.
IRS990ScheduleO/GeneralExplanation/Explanation6ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation7THE FOUNDATION ADOPTED THE WHISTLEBLOWER POLICY OF ISIDORE NEWMAN SCHOOL AT THE FOUNDATION'S ANNUAL MEETING IN NOVEMBER 2012.
IRS990ScheduleO/GeneralExplanation/Explanation8THE FOUNDATION'S RECORDS ARE MAINTAINED BY ISIDORE NEWMAN SCHOOL, WHICH FOLLOWS THE SCHOOL'S WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY WITH RESPECT TO THE FOUNDATION'S RECORDS.
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VI, SECTION B, LINE 12C

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$38,858,061
Liabilities
$337,678
Net assets
$38,520,383
Revenue
-
Expenses
$1,611,712
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$55.6$0.22$55.4$2.62$5.48$2.86
2023Detailed filing. Detailed filing data is available for this year.$54.5$0.38$54.2$3.07$2.37$0.69
2022Detailed filing. Detailed filing data is available for this year.$51.5$0.40$51.1$3.55$2.28$1.27
2021Detailed filing. Detailed filing data is available for this year.$67.4$0.43$66.9$4.37$2.27$2.10
2020Detailed filing. Detailed filing data is available for this year.$52.3$0.44$51.8$3.05$2.15$0.89
2019Detailed filing. Detailed filing data is available for this year.$53.2$0.35$52.8$2.72$2.07$0.65
2018Detailed filing. Detailed filing data is available for this year.$50.4$0.27$50.2$3.15$1.99$1.16
2017Detailed filing. Detailed filing data is available for this year.$47.9$0.22$47.7$2.04$1.94$0.09
2016Detailed filing. Detailed filing data is available for this year.$44.1$0.18$43.9$0.59$1.83$1.25
2015Detailed filing. Detailed filing data is available for this year.$46.0$0.13$45.9$5.24$1.58$3.66
2014Detailed filing. Detailed filing data is available for this year.$44.8$0.06$44.7$4.13$1.56$2.58
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.9$0.34$38.5$1.61
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.6$0.42$36.1$1.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.9$0.30$36.6$1.58
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.1$0.14$31.9$1.73