Civic Intelligence

The Newman Foundation Incorporated

EIN 31-6061954 • Cincinnati, OH

3924 Virginia AveCincinnati, OH 45227
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

17th percentile

-44%

Higher net margin than 17% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

86th percentile

36%

Faster asset growth than 86% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

83rd percentile

46%

Faster revenue growth than 83% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2024

Assets

Up

$104,427

Up $47,680 (+84%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Up

$103,523

Up $103,523 from 2022

Revenue

Up

$2,894

Up $1,540 (+114%) from 2022

Expenses

Down

$4,168

Down $5,770 (-58%) from 2022

Net Income

Up

-$1,274

Up $7,310 (+85%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2016: $152,874Liabilities 2016: $0Net Assets 2016: $152,8742016Assets 2017: $132,997Liabilities 2017: $0Net Assets 2017: $132,9972017Assets 2018: $123,719Liabilities 2018: $0Net Assets 2018: $123,7192018Assets 2019: $111,542Liabilities 2019: $0Net Assets 2019: $111,5422019Assets 2021: $47,905Liabilities 2021: $0Net Assets 2021: $47,9052021Assets 2022: $56,747Liabilities 2022: $0Net Assets 2022: $02022Assets 2024: $104,427Liabilities 2024: $0Net Assets 2024: $103,5232024

Highlighted filing

2024

Assets$104,427
Liabilities$0
Net Assets$103,523

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20K-$40K-$60KRevenue 2016: -$26,694Expenses 2016: $15,165Net Income 2016: -$41,8592016Revenue 2017: $3,519Expenses 2017: $12,050Net Income 2017: -$8,5312017Revenue 2018: $3,542Expenses 2018: $12,820Net Income 2018: -$9,2782018Revenue 2019: $4,183Expenses 2019: $16,550Net Income 2019: -$12,3672019Revenue 2021: $32,161Expenses 2021: $15,504Net Income 2021: $16,6572021Revenue 2022: $1,354Expenses 2022: $9,938Net Income 2022: -$8,5842022Revenue 2024: $2,894Expenses 2024: $4,168Net Income 2024: -$1,2742024

Highlighted filing

2024

Revenue$2,894
Expenses$4,168
Net Income-$1,274

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
James O NewmanTrustee President-$0--
Surita S NewmanTrustee Secretary-$0--
Filing and Contact Details

Filer

Filer Name
The Newman Foundation Incorporated
EIN
31-6061954
Phone
5137319888
Address
3924 Virginia Ave, Cincinnati, OH 45227

Signing Officer

Name
James O Newman
Title
Trustee President
Phone
5137319888
Signed
2025-11-13
Discuss with paid preparer
No

Preparer

Firm
Symmetry Advisory Solutions LLC
Address
70 Birch Alley Suite 240 PMB 24006, Dayton, OH 45440
Preparer
Teresa Fox
Phone
9377017961
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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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3St Vincent de Paul
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4Pregnancy Center East
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5Taft Museum
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm6Angelica Project
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm7Shelterhouse
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm8WCET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm9Net Ministries
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm10Central Clinic
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm11Georgetown University
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01010 N Hooker St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15361 S Milford Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2600 W North Bend Rd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31125 Bank St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42752 Erie Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5316 Pike St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt6PO Box 18092
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7411 Gest St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81223 Central Pkwy
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt9110 Crusader Ave W
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt10311 Albert Sabin Way
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11Dept 0734
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Milford
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Cincinnati
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8Cincinnati
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9Saint Paul
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd545202
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd745203
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03934
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03934
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03321
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06278
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt012946
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt023571
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01026
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03321
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06278
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt012946
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03910
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01026
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt023571
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt022545
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt073466
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Charles Schwab
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0104241
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0104241
OtherIncreasesSchedule/OtherIncreasesDetail/Amt030775
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Charles Schwab
TaxesSchedule/TaxesDetail/Amt053
TaxesSchedule/TaxesDetail/CategoryTxt0IRS
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0James O Newman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee President
ReturnHeader/BusinessOfficerGrp/PhoneNum05137319888
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Newman Foundation Incorporated
ReturnHeader/Filer/BusinessNameControlTxt0NEWM
ReturnHeader/Filer/EIN0316061954
ReturnHeader/Filer/PhoneNum05137319888
ReturnHeader/Filer/USAddress/AddressLine1Txt03924 Virginia Ave
ReturnHeader/Filer/USAddress/CityNm0Cincinnati
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd045227
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0463043563
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Symmetry Advisory Solutions LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt070 Birch Alley Suite 240 PMB 24006
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dayton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd045440
ReturnHeader/PreparerPersonGrp/PhoneNum09377017961
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Teresa Fox
ReturnHeader/ReturnTs02025-11-14T17:02:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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