2025-05-15T09:01:34-05:00 2024-06-30 923320348 EAG GULF COAST LLC ONE GALLERIA BLVD STE 2100 METAIRIE LA 70001 990 2023-07-01 720408935 ISIDORE NEWMAN SCHOOL ISID 5048995641 1903 JEFFERSON AVE NEW ORLEANS LA 70115 DALE SMITH HEAD OF SCHOOL 5048995641 2025-05-12 1 1 SHARON CASSIERE P00543368 5048375990 2023 2025-03-06 01:10:19Z DALE SMITH 1903 JEFFERSON AVE NEW ORLEANS LA 70115 43667373 0 X WWW.NEWMANSCHOOL.ORG X 1903 LA A PRE-K THROUGH 12, INDEPENDENT, CO-EDUCATIONAL, NON-DENOMINATIONAL DAY SCHOOL IN NEW ORLEANS. 33 33 568 383 0 0 5170311 8382734 33217948 34841193 -16546 43189 231066 315309 38602779 43582425 3178534 3341658 0 0 19360913 19536976 0 0 1252947 15068380 15638864 37607827 38517498 994952 5064927 88324921 94588217 44253432 43775829 44071489 50812388 NEWMAN INSPIRES INDIVIDUAL GROWTH AND ACADEMIC EXCELLENCE WITHIN AN INCLUSIVE COMMUNITY COMMITTED TO STRONG RELATIONSHIPS AND HIGH EXPECTATIONS. 0 0 30556389 3341658 34841193 OPERATION OF AN EARLY EDUCATION, PRE-K, ELEMENTARY, JUNIOR AND HIGH SCHOOL WITH 1,080 ENROLLED STUDENTS. 30556389 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 35 0 1 568 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 33 33 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X KEVIN CIOLINO 5048995641 1903 JEFFERSON AVE NEW ORLEANS LA 70115 ASHLEY FRANCIS GOVERNOR 1.00 X 0 0 0 HELEN NALTY BUTCHER GOVERNOR 1.00 X 0 0 0 JEFFREY B GOLDRING GOVERNOR 1.00 X 0 0 0 BENJAMIN B TILLER GOVERNOR 1.00 X 0 0 0 ALECIA J DONALD GOVERNOR 1.00 X 0 0 0 BRYAN M BATT GOVERNOR 1.00 X 0 0 0 MICHAEL L LEBOURGEOIS GOVERNOR 1.00 X 0 0 0 MICHAEL GOLDMAN GOVERNOR 1.00 X 0 0 0 SUSAN E MOODY PRIETO GOVERNOR 1.00 X 0 0 0 ROBERT W MERRICK GOVERNOR 1.00 X 0 0 0 RYAN BERGER GOVERNOR 1.00 X 0 0 0 GORDON H KOLB SR GOVERNOR 1.00 X 0 0 0 STEPHEN M FARNSWORTH GOVERNOR 1.00 X 0 0 0 MONICA KALOZDI GOVERNOR 1.00 X 0 0 0 SHONTELL N THOMAS GOVERNOR 1.00 X 0 0 0 MICHELLE BAUMAN VILLERE GOVERNOR 1.00 X 0 0 0 KENNETH H BEER GOVERNOR 1.00 X 0 0 0 SUSAN PHILLIPS GOOD GOVERNOR/TRUSTEE 1.00 1.00 X 0 0 0 ANN THORPE THOMPSON GOVERNOR/TRUSTEE 1.00 1.00 X 0 0 0 PETER ELLIOTT SPERLING GOVERNOR/TRUSTEE 1.00 1.00 X 0 0 0 VALERIE BESTHOFF TRUSTEE 1.00 1.00 X 0 0 0 HARVEY M STONE TRUSTEE 1.00 1.00 X 0 0 0 HERMIE KOHLMEYER TRUSTEE 1.00 1.00 X 0 0 0 LOUIS FISHMAN TRUSTEE 1.00 1.00 X 0 0 0 DARRYL BERGER SR TRUSTEE 1.00 1.00 X 0 0 0 HARRY BLUMENTHAL JR TRUSTEE 1.00 1.00 X 0 0 0 IRVING WARSHAUER TRUSTEE 1.00 1.00 X 0 0 0 WILLIAM A GOLDRING TRUSTEE 1.00 1.00 X 0 0 0 TRIPP FRIEDLER TRUSTEE 1.00 1.00 X 0 0 0 STEPHEN LEWIS PHILIPSON CHAIR 4.00 X X 0 0 0 GEORGE PERRY EASTMAN IV VICE CHAIR 1.00 X X 0 0 0 MICHAEL ANTHONY WALKER SECRETARY 1.00 X X 0 0 0 CHERRIE BARTHELEMY TREASURER 1.00 X X 0 0 0 DALE M SMITH HEAD OF SCHOOL 40.00 X 664581 0 36373 KEVIN CIOLINO CFO 40.00 1.00 X 163994 0 21673 DEENA CAREY ASSOCIATE HEAD OF SCHOOL 40.00 X 162444 0 20818 JENNIFER ROSEN ASST HEAD OF SCHOOL FOR ENROLLMENT MGMT 40.00 X 156319 0 4660 STEPHEN SOUD DIRECTOR OF COLLEGE COUNSELING 40.00 X 152724 0 15642 J NELSON STEWART P.E. TEACHER/HEAD FOOTBALL COACH 40.00 X 135168 0 32182 ERIK COOPER HEAD OF UPPER SCHOOL 40.00 X 139546 0 15422 FRED HILL DIRECTOR OF FACILITES 40.00 X 116481 0 33999 MARY PETERS DIRECTOR OF ADVANCEMENT 40.00 X 126804 0 22367 1818061 0 203136 17 0 1 0 WOODWARD DESIGN GROUP 1000 S JEFFERSON DAVIS PKWY NEW ORLEANS LA 70125 CONSTRUCTION 1392638 ASSOCIATED BUILDING SERVICES LLC 514 FRANKLIN AVENUE NEW ORLEANS LA 70117 HOUSEKEEPING 368060 ELECTRICAL SALES CORPORATION PO BOX 1095 METAIRIE LA 70004 TECHNOLOGY SERVICES 188486 OFFICE OF POLICE SECONDARY EMPLOYMENT 1601 PERDIDO ST BLDG H STE 3H112 NEW ORLEANS LA 70112 SECURITY 158891 GARDAWORLD SECURITY SERVICES PO BOX 843886 KANSAS CITY MO 64184 SECURITY 111671 5 48300 1955556 161790 6217088 91413 8382734 TUITION AND FEES 611110 30488065 30488065 AUXILIARY SERVICES 611110 4076271 4076271 BREAKTHROUGH 611110 127827 127827 ATHLETICS 611110 92112 92112 OTHER PROGRAM REVENUE 611110 56918 56918 34841193 44357 44357 257686 20029 237657 237657 237657 1168 -1168 -1168 -1168 141403 48300 63751 77652 77652 43582425 34841193 0 358498 3341658 3341658 1214828 1214828 15189198 11926209 2835955 427034 678569 515176 145129 18264 1288787 862345 341741 84701 1165594 863471 271191 30932 299152 299152 117941 117941 954793 744739 105027 105027 2302133 1992868 144618 164647 40740 40740 2373243 2135919 118662 118662 1971525 1774373 98576 98576 AUXILIARY 3628049 3628049 INSTRUCTIONAL 2429318 2429318 ADMINISTRATIVE 711462 706827 4635 BREAKTHROUGH 342264 342264 468244 267775 200469 38517498 30556389 6708162 1252947 14348285 18272262 2118469 2127150 14224910 15061331 62097 116102 2133392 2108228 87136359 40971285 46375671 46165074 9062097 10738070 88324921 94588217 1641164 2195852 29086455 31055577 11962799 8977200 1563014 1547200 44253432 43775829 X 13746505 17291470 30324984 33520918 44071489 50812388 88324921 94588217 5064927 1675972 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3756626 3756626 66388076 32342275 34045801 13647671 7489818 6157853 3343986 1139192 2204794 46165074 LIFE INSURANCE POLICES AND CERTAIN REAL ESTATE 108713 INTERESTS IN TRUSTS HELD BY OTHERS 10629357 10738070 OTHER RESTRICTED AMOUNTS 275386 DEPOSITS 68865 PAYABLE TO NEWMAN FOUNDATION 1051264 CAPITAL LEASE OBLIGATIONS 151685 1547200 X 41687502 1675972 83780 1759752 39927750 3654675 3654675 43582425 34946603 83780 83780 34862823 3654675 3654675 38517498 PART X, LINE 2: THE SCHOOL HAS RECEIVED A TAX-EXEMPT RULING UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY, IS NOT SUBJECT TO FEDERAL TAXES UNLESS IT HAS UNRELATED TRADE OR BUSINESS INCOME. ACCOUNTING 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, 2024 AND 2023, MANAGEMENT BELIEVES THE SCHOOL HAS NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING DIRECT EXPENSES 63,751. RENTAL EXPENSES 20,029. PART XI, LINE 4B - OTHER ADJUSTMENTS: EXPENSES NETTED WITH REVENUES IN THE AUDIT 313,017. FINANCIAL AID EXPENSES 3,341,658. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 20,029. FUNDRAISING EXPENSES 63,751. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES NETTED WITH REVENUES ON AUDIT 313,017. FINANCIAL AID EXPENSES 3,341,658. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 ADVERTISING LITERATURE AND THE NEWMAN WEBSITE STATES THAT ISIDORE NEWMAN SCHOOL DOES NOT DISCRIMINATE ON THE BASIS OF RACE, RELIGION, COLOR, GENDER, NATIONAL AND ETHNIC ORIGIN, PHYSICAL HANDICAP, OR SEXUAL ORIENTATION. SCHEDULE E, PART I, LINE 6 WE RECEIVE REIMBURSEMENT FROM THE STATE FOR MANDATED SERVICES (FIRE DRILLS, TEACHER CONFERENCES, ETC.). SPRING PARTY 129333 48300 81033 5712 21569 6250 12834 CARNIVAL 31527 31527 7500 1184 2 28843 28843 125 700 7877 189703 48300 141403 13212 21694 6950 21895 63751 77652 1 FINANCIAL AID 261 3341658 PART I, LINE 2: THE SCHOOL AWARDS SCHOLARSHIPS/FINANCIAL AID AND THE DOLLARS ARE DIRECTLY CREDITED TO THE STUDENT'S ACCOUNT TOWARD TUITION. X X X X 1 1 X X X 0 0 0 0 0 0 0 1 0 DALE M SMITH HEAD OF SCHOOL 428592 0 186586 0 49403 0 19800 0 16573 0 700954 0 0 0 KEVIN CIOLINO CFO 163994 0 0 0 0 0 9998 0 11675 0 185667 0 0 0 DEENA CAREY ASSOCIATE HEAD OF SCHOOL 162444 0 0 0 0 0 5008 0 15810 0 183262 0 0 0 STEPHEN SOUD DIRECTOR OF COLLEGE COUNSELING 152724 0 0 0 0 0 8980 0 6662 0 168366 0 0 0 J NELSON STEWART P.E. TEACHER/HEAD FOOTBALL COACH 86978 0 25000 0 23190 0 5973 0 26209 0 167350 0 0 0 JENNIFER ROSEN ASST HEAD OF SCHOOL FOR ENROLLMENT M 156319 0 0 0 0 0 4660 0 0 0 160979 0 0 0 ERIK COOPER HEAD OF UPPER SCHOOL 139546 0 0 0 0 0 8399 0 7023 0 154968 0 0 0 FRED HILL DIRECTOR OF FACILITES 116481 0 0 0 0 0 7525 0 26474 0 150480 0 0 0 PART I, LINE 7 THE ORGANIZATION PROVIDED BONUSES. X 46 126627 FAIR MARKET VALUE 0 0 0 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF INSTANCES OF CONTRIBUTIONS FOR THE PUBLICLY TRADED STOCK. PART I, LINE 33: OF THE $126,627 REPORTED ON LINE 9, ONLY $91,413 IS REPORTED ON FORM 990, PART VIII, LINE 1G. THE DIFFERENCE OF $35,214 IS DUE TO THE FACT THAT SOME PRIOR YEAR PLEDGE AMOUNTS WERE SATISFIED IN THE CURRENT YEAR THROUGH THE DONATION OF STOCK; THE PLEDGE AMOUNTS WERE INCLUDED IN THE ORGANIZATION'S REVENUES IN THE PRIOR YEAR WHEN BOOKED. FORM 990, PART VI, SECTION A, LINE 2 JEFFREY B. GOLDRING AND WILLIAM A. GOLDRING HAVE A FAMILY RELATIONSHIP. DARRYL BERGER, SR AND RYAN BERGER HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER FIRST REVIEWS THE FORM 990 AND SENDS IT TO THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS. THE EXECUTIVE COMMITTEE OF THE BOARD OF GOVERNORS THEN REVIEWS AND APPROVES THE 990 AND REPORTS TO THE FULL BOARD OF GOVERNORS THAT THE 990 HAS BEEN REVIEWED AND FILED. THE FORM 990 IS MADE AVAILABLE TO THE ENTIRE BOARD OF GOVERNORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD OF GOVERNORS SIGNS A CONFLICT OF INTEREST POLICY ANNUALLY. THE CONFLICT OF INTEREST POLICY IS MONITORED AND THE PERSON WITH A CONFLICT DOES NOT PARTICIPATE IN VOTING ON THAT ITEM. FORM 990, PART VI, SECTION B, LINE 15 THE HEAD COMPENSATION TASK FORCE MEETS ANNUALLY TO REVIEW THE HEAD OF SCHOOL'S CONTRACT/COMPENSATION AND WHEN NECESSARY, APPROVES A NEW CONTRACT. ADDITIONALLY, MEETINGS ARE HELD IF MATTERS ARISE REGARDING THE HEAD OF SCHOOL'S CONTRACT. IN ADDITION, THE TASK FORCE USED INDEX AND NAIS DATA FOR BENCHMARKING AND COMPARISONS. THE TASK FORCE COMPRISES THE FOUR OFFICERS OF THE BOARD. ALL OTHER SALARIES FOR NEWMAN EMPLOYEES ARE REVIEWED AND APPROVED ANNUALLY BY THE HEAD OF SCHOOL; INPUT FROM THE BOARD IS SOLICITED WHEN NEEDED. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO CHANGES FROM THE PRIOR YEAR IN THE OVERSIGHT OR SELECTION PROCESSES FOR THE AUDIT THAT THE ORGANIZATION'S COMMITTEE USES. THE ISIDORE NEWMAN SCHOOL FOUNDATION 701 POYDRAS STREET SUITE 3600 NEW ORLEANS LA 701397735 262208265 SEE PART VII LA 501(C)(3) LINE 12A, I 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 THE ISIDORE NEWMAN SCHOOL FOUNDATION C 1955556 SEE PART VII THE ISIDORE NEWMAN SCHOOL FOUNDATION E 1051264 SEE PART VII PART II, IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS: NAME OF RELATED ORGANIZATION: THE ISIDORE NEWMAN SCHOOL FOUNDATION PRIMARY ACTIVITY: ADMINISTERING, DEVELOPING, AND INVESTING AN ENDOWMENT FUND FOR ISIDORE NEWMAN SCHOOL. PART V, TRANSACTIONS WITH RELATED ORGANIZATION, LINE 2: NAME OF RELATED ORGANIZATION: THE ISIDORE NEWMAN SCHOOL FOUNDATION TRANSACTION TYPE: C METHOD OF DETERMINING AMOUNT INVOLVED: 5% OF 12 QUARTER MOVING AVERAGE AND DIRECT EXPENSES CHARGED TO ENDOWMENT PART V, TRANSACTIONS WITH RELATED ORGANIZATION, LINE 2: NAME OF RELATED ORGANIZATION: THE ISIDORE NEWMAN SCHOOL FOUNDATION TRANSACTION TYPE: D METHOD OF DETERMINING AMOUNT INVOLVED: DIRECT EXPENSES CHARGED TO ENDOWMENT