Civic Intelligence

Newman Foundation Inc.

990EZ • Fiscal year 2018 • EIN 61-0857703

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 13, 2018

628 N BroadwayLexington, KY 40508

(859) 255-0880

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.01x

Higher debt load relative to assets than 62% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

91st percentile

0.34x

Higher debt load relative to revenue than 91% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

2nd percentile

-609%

Higher net margin than 2% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

84th percentile

$20,000

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 401.2% of source-year revenue.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

29th percentile

-9.9%

Faster asset growth than 29% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

2nd percentile

-97%

Faster revenue growth than 2% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$273,282

Down $30,034 (-9.9%) from 2017

Net Assets

Down

$271,586

Down $30,352 (-10%) from 2017

Liabilities

Up

$1,696

Up $318 (+23%) from 2017

Revenue

Down

$4,985

Down $172,472 (-97%) from 2017

Expenses

Up

$35,337

Up $6,277 (+22%) from 2017

Net Income

Down

-$30,352

Down $178,749 (-120%) from 2017

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $233,665Liabilities 2011: $02011Assets 2012: $202,800Liabilities 2012: $1,4492012Assets 2013: $191,874Liabilities 2013: $02013Assets 2014: $179,087Liabilities 2014: $02014Assets 2015: $171,323Liabilities 2015: $02015Assets 2016: $153,541Liabilities 2016: $02016Assets 2017: $303,316Liabilities 2017: $1,378Net Assets 2017: $301,9382017Assets 2018: $273,282Liabilities 2018: $1,696Net Assets 2018: $271,5862018Assets 2019: $232,384Liabilities 2019: $2,079Net Assets 2019: $230,3052019

Highlighted filing

2018

Assets$273,282
Liabilities$1,696
Net Assets$271,586

Operations Trend

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

$300K$200K$100K$0-$100K-$200KRevenue 2011: $153,534Expenses 2011: $276,308Net Income 2011: -$122,7742011Revenue 2012: $23,722Expenses 2012: $56,036Net Income 2012: -$32,3142012Revenue 2013: $30,575Expenses 2013: $40,052Net Income 2013: -$9,4772013Revenue 2014: $23,447Expenses 2014: $36,234Net Income 2014: -$12,7872014Revenue 2015: $26,816Expenses 2015: $34,580Net Income 2015: -$7,7642015Revenue 2016: $24,090Expenses 2016: $41,872Net Income 2016: -$17,7822016Revenue 2017: $177,457Expenses 2017: $29,060Net Income 2017: $148,3972017Revenue 2018: $4,985Expenses 2018: $35,337Net Income 2018: -$30,3522018Revenue 2019: $9,183Expenses 2019: $50,464Net Income 2019: -$41,2812019

Highlighted filing

2018

Revenue$4,985
Expenses$35,337
Net Income-$30,352
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$10,217
Mission and Program Overview

Mission

Newman foundation, inc, is an independent nonprofit corporation that seeks to deepen and integrate personal, spiritual, and intellectual development through the newman apostolate in the diocese of lexington, kentucky, by providing financial resources, physical facilities and initiated programs.

Program Services

DescriptionGrantsExpenses
HONORARIUM - DISTINGUISHED SPEAKERS PROGRAM.$0$2,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIA BANEExecutive DirectorPT$20,000-$20,000
JAN SWAUGERPresident-$0--
KATIE YUNKERVice President-$0--
KATIE BILKHASecretary-$0--
RAHUL KARANTHTreasurer-$0--
DANNY KELLYPast President-$0--
Filing and Contact Details

Filer

Filer Name
Newman Foundation Inc
EIN
61-0857703
Phone
8592550880
Address
628 N BROADWAY, LEXINGTON, KY 40508

Signing Officer

Name
Rahul Karanth
Title
Treasurer
Phone
8592550880
Signed
2018-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Rfh Pllc
Address
300 WEST VINE STREET STE 800, LEXINGTON, KY 40507-1812
Preparer
Susan K Bowie CPA
Phone
8592311800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: mission trip. Grantee name: k.o. Bradley. Grantee relationship: none. Amount given: 500.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: religious arts project. Grantee name: a. Merketa. Grantee relationship: none. Amount given: 312. Total included on form 990-ez, line 10: 812.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: admin expense. Amount: 760. Description: payroll taxes. Amount: 1,849. Description: insurance. Amount: 1,174. Description: office expenses. Amount: 653. Description: computer expenses. Amount: 2,897. Description: distinguished speaker series. Amount: 2,000. Total to form 990-ez, line 16: 9,333.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: payroll liabilities. Beg. Of year amount: 1,378. End of year amount: 1,696.

Raw XML Appendix187 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0R KARANTH TREAS NEWMAN FND INC
IRS990EZ/BooksInCareOfDetail/PhoneNum08592550880
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0628 N BROADWAY STE 303
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LEXINGTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0KY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd040511
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0303316
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt520000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAN SWAUGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KATIE YUNKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATIE BILKHA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RAHUL KARANTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DANNY KELLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARIA BANE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PAST PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5EXECUTIVE DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt09333
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0NEWMAN FOUNDATION, INC, IS AN INDEPENDENT NONPROFIT CORPORATION THAT SEEKS TO DEEPEN AND INTEGRATE PERSONAL, SPIRITUAL, AND INTELLECTUAL DEVELOPMENT THROUGH THE NEWMAN APOSTOLATE IN THE DIOCESE OF LEXINGTON, KENTUCKY, BY PROVIDING FINANCIAL RESOURCES, PHYSICAL FACILITIES AND INITIATED PROGRAMS.
IRS990EZ/PrintingPublicationsPostageAmt0590
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HONORARIUM - DISTINGUISHED SPEAKERS PROGRAM.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt02000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SalariesOtherCompEmplBnftAmt020000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt05232
IRS990EZ/SpecialEventsNetIncomeLossAmt0-882
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0KY
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt01378
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01696
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt035337
IRS990EZ/TotalProgramServiceExpensesAmt02000
IRS990EZ/TotalRevenueAmt04985
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://WWW.NEWMANFND.ORG/
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt0525
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt09000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt09500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt011600
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt030625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05867
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0177457
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt024090
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026816
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0257677
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.88110
IRS990ScheduleA/PublicSupportPY509Pct00.81240
IRS990ScheduleA/PublicSupportTotal509Amt0227052
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05867
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0177457
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt026816
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt023447
IRS990ScheduleA/Total509Grp/TotalAmt0257677
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05867
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0177457
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt024090
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt026816
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt023447
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0257677
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: MISSION TRIP. GRANTEE NAME: K.O. BRADLEY. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: RELIGIOUS ARTS PROJECT. GRANTEE NAME: A. MERKETA. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 312. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 812.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: ADMIN EXPENSE. AMOUNT: 760. DESCRIPTION: PAYROLL TAXES. AMOUNT: 1,849. DESCRIPTION: INSURANCE. AMOUNT: 1,174. DESCRIPTION: OFFICE EXPENSES. AMOUNT: 653. DESCRIPTION: COMPUTER EXPENSES. AMOUNT: 2,897. DESCRIPTION: DISTINGUISHED SPEAKER SERIES. AMOUNT: 2,000. TOTAL TO FORM 990-EZ, LINE 16: 9,333.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PAYROLL LIABILITIES. BEG. OF YEAR AMOUNT: 1,378. END OF YEAR AMOUNT: 1,696.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RAHUL KARANTH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08592550880
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NEWMAN FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0NEWM
ReturnHeader/Filer/EIN0610857703
ReturnHeader/Filer/PhoneNum08592550880
ReturnHeader/Filer/USAddress/AddressLine1Txt0628 N BROADWAY
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040508
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06DB02C27FF47F6018ABE378E113D9B0760BAF2E8
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B75B9216360E1F153838B62992998A3080999D59
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.166.169.250
ReturnHeader/FilingSecurityInformation/IPDt02018-11-13
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:49:16
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201518594
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RFH PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0300 WEST VINE STREET STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LEXINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0405071812
ReturnHeader/PreparerPersonGrp/PhoneNum08592311800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUSAN K BOWIE CPA
ReturnHeader/ReturnTs02018-11-14T11:42:20-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

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