Ruth U Fertel Foundation

990PF • Fiscal year 2019 • EIN 71-0879051

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 26, 2020

Organization Profile

935 Gravier St No 1401New Orleans, LA 70112

(504) 566-9388

Siviq Scores

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

0.00x

Higher debt load relative to assets than 22% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

39%

Higher net margin than 85% of similar nonprofits.

2019 filings • $5M-$10M nonprofits • Source year 2019

Higher top officer pay than 30% of similar nonprofits.

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

2019 filings • $5M-$10M nonprofits • Source year 2019

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet

Liabilities / Assets22nd percentile

Assets

$6,910,887

Up $1,979,264 (+40%) from 2014

Net Assets

$6,910,887

No earlier filing loaded for comparison.

Liabilities

Up $1 from 2014

Revenue And Expenses

Liabilities / Revenue21st percentile Net Margin85th percentile

Revenue

Down

$1,207,701

Down $91,334 (-7.0%) from 2014

Expenses

$739,578

Up $89,057 (+14%) from 2014

Net Income

Down

$468,123

Down $180,391 (-28%) from 2014

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

Highlighted filing

2019

Assets$6,910,887

Liabilities$1

Net Assets$6,910,887

Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2019

Revenue$1,207,701

Expenses$739,578

Net Income$468,123

Open 2019 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2019 to Dec 31, 2019
Signed: Oct 26, 2020
Return Version: 2019v5.1

Compensation and Service Providers

Top Officer Pay30th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Randy Fertel	President, Director	-	$0	-	-
James E Ryder Jr	Sec-Treas., Director	-	$0	-	-
Robert W Merrick	Director	-	$0	-	-

Filing and Contact Details

Filer

Filer Name: Ruth U Fertel Foundation
EIN: 71-0879051
Phone: 5045669388
Address: 935 Gravier St No 1401, New Orleans, LA 70112

Signing Officer

Name: James E Ryder Jr
Title: Treasurer
Phone: 5045669388
Signed: 2020-10-26
Discuss with paid preparer: Yes

Preparer

Firm: James E Ryder Jr CPA (APAC)
Address: 935 Gravier St Ste 1401, New Orleans, LA 70112
Preparer: James E Ryder Jr CPA
Phone: 5045669388

Raw XML Appendix357 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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IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/NetRntlIncmReDebtFincdPropGrp/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd	0	14
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	634750
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	2	440631
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	3	1491727
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	4	141455
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt	5	781
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	0	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	1	P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd	2	P
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	0
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	0
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	0
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	1
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	0
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	1
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd	0	0
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	0
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	1
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm	0	James E Ryder Jr
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	0
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt	0	935 Gravier St Suite 1401
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	New Orleans
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	LA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	70112
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	0
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	0
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	LA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	0
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	5045669388
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt	0	0
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	0
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt	0	0
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	0
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	634750
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Unrestricted
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	See Attached Schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	All Public Charities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt	0	None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	Furnished Upon Request
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	New Orleans
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	LA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	70112
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt	0	0
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	634750
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	0
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	385137
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt	0	0
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	385137
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	285180
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt	0	238523
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt	0	59858
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt	0	322743
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt	0	335927
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt	0	335927
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	1156141
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	249837
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	285180
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt	0	238523
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt	0	59858
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt	0	322743
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt	0	0
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt	0	0
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	634974
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	249837
IRS990PF/UndistributedIncomeGrp/Taxable1Amt	0	0
IRS990PF/UndistributedIncomeGrp/Taxable2Amt	0	0
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	1492068
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	1242231
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt	0	0
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt	0	Ruth U Fertel CLUT
IRS990ScheduleB/ContributorInformationGrp/ContributorNum	0	1
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt	0	935 Gravier St Ste 1401
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm	0	New Orleans
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd	0	LA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd	0	70112
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd	0	X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt	0	618000
IRS990ScheduleB/GeneralRuleInd	0	X
IRS990ScheduleB/Organization501c3ExemptPFInd	0	X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Bank Service Charge
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Management Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	224
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	1	98559
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	224
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	98559
TaxesSchedule/TaxesDetail/Amt	0	6045
TaxesSchedule/TaxesDetail/CategoryTxt	0	Foreign Taxes
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt	0	0
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	6045
ReturnHeader/BuildTS	0	2021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	1
ReturnHeader/BusinessOfficerGrp/PersonNm	0	James E Ryder Jr
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	5045669388
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2020-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Ruth U Fertel Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	RUTH
ReturnHeader/Filer/EIN	0	710879051
ReturnHeader/Filer/PhoneNum	0	5045669388
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	935 Gravier St No 1401
ReturnHeader/Filer/USAddress/CityNm	0	New Orleans
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	LA
ReturnHeader/Filer/USAddress/ZIPCd	0	70112
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	72734FB918CB1356602C40A004C4E43A58EF1D74
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	72734FB918CB1356602C40A004C4E43A58EF1D74
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	162.247.71.251
ReturnHeader/FilingSecurityInformation/IPDt	0	2020-10-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd	0	CD
ReturnHeader/FilingSecurityInformation/IPTm	0	09:40:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	720939710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	James E Ryder Jr CPA (APAC)
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	935 Gravier St Ste 1401
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	New Orleans
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	70112
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5045669388
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	James E Ryder Jr CPA
ReturnHeader/ReturnTs	0	2020-10-27T09:42:44-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/TaxPeriodBeginDt	0	2019-01-01
ReturnHeader/TaxPeriodEndDt	0	2019-12-31
ReturnHeader/TaxYr	0	2019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $6,910,887
Liabilities: $1
Net assets: $6,910,887
Revenue: $1,207,701
Expenses: $739,578
Net income: $468,123

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$12.1	$0.00	$12.1	$1.48	$0.84	$0.65
2023Detailed filing. Detailed filing data is available for this year.	$10.9	$0.00	$10.9	$1.36	$0.85	$0.51
2022Detailed filing. Detailed filing data is available for this year.	$10.00	$0.00	$10.00	$1.25	$0.88	$0.37
2021Detailed filing. Detailed filing data is available for this year.	$11.4	$0.00	$11.4	$1.38	$0.78	$0.60
2020Detailed filing. Detailed filing data is available for this year.	$9.71	$0.00	$9.71	$1.25	$0.73	$0.52
2019Detailed filing. Detailed filing data is available for this year.	$6.91	$0.00	$6.91	$1.21	$0.74	$0.47
2014Summary only. Only limited summary data is available for this year.	$4.93	$0.00		$1.30	$0.65	$0.65
2013Summary only. Only limited summary data is available for this year.	$4.28	$0.00		$1.27	$0.52	$0.75
2012Summary only. Only limited summary data is available for this year.	$3.53	$0.00		$1.10	$0.53	$0.57
2011Summary only. Only limited summary data is available for this year.	$2.96	$0.00		$1.06	$0.60	$0.46