2026-05-14T15:16:37-05:00 2025-06-30 923320348 EAG GULF COAST LLC ONE GALLERIA BLVD SUITE 2100 METAIRIE LA 70001 990 2024-07-01 720408935 ISIDORE NEWMAN SCHOOL ISID 5048995641 1903 JEFFERSON AVE NEW ORLEANS LA 70115 DALE SMITH HEAD OF SCHOOL 5048995641 2026-05-11 1 1 SHARON CASSIERE P00543368 5048375990 2024 2025-03-06 01:10:19Z DALE SMITH 1903 JEFFERSON AVE NEW ORLEANS LA 70115 44695065 0 X WWW.NEWMANSCHOOL.ORG X 1903 LA A PRE-K THROUGH 12, INDEPENDENT, CO-EDUCATIONAL, NON-DENOMINATIONAL DAY SCHOOL IN NEW ORLEANS. 34 31 564 384 0 0 8382734 7475017 34841193 36705043 43189 36127 315309 321797 43582425 44537984 3341658 3370915 0 0 19536976 20625604 0 0 1284834 15638864 15381434 38517498 39377953 5064927 5160031 94588217 98600692 43775829 40793022 50812388 57807670 NEWMAN INSPIRES INDIVIDUAL GROWTH AND ACADEMIC EXCELLENCE WITHIN AN INCLUSIVE COMMUNITY COMMITTED TO STRONG RELATIONSHIPS AND HIGH EXPECTATIONS. 0 0 31275502 3370915 36705043 OPERATION OF AN EARLY EDUCATION, PRE-K, ELEMENTARY, JUNIOR AND HIGH SCHOOL WITH APPROXIMATELY 1,235 ENROLLED STUDENTS. 31275502 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 1 1 0 1 0 0 0 0 1 0 0 0 1 38 0 1 564 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 34 31 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 MATTHEW G WILSON 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 2500 0 0 KENNETH H BEER GOVERNOR 1.00 X 0 0 0 JUDY Y BARRASSO GOVERNOR 1.00 X 0 0 0 SUSAN PHILLIPS GOOD 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 ANN THORPE THOMPSON 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 545934 0 34754 KEVIN CIOLINO CFO 40.00 1.00 X 179997 0 20164 DEENA CAREY ASSOCIATE HEAD OF SCHOOL 40.00 X 166902 0 18218 JENNIFER ROSEN ASST HEAD OF SCHOOL FOR ENROLLMENT MGMT 40.00 X 160980 0 5227 STEPHEN SOUD DIRECTOR OF COLLEGE COUNSELING 40.00 X 169269 0 16853 J NELSON STEWART P.E. TEACHER/HEAD FOOTBALL COACH 40.00 X 138479 0 25441 ERIK COOPER HEAD OF UPPER SCHOOL 40.00 X 146476 0 15839 FRED HILL DIRECTOR OF FACILITES 40.00 X 124397 0 27577 PATRICK SUMMEROUR ATHLETIC DIRECTOR 40.00 X 140875 0 9820 1775809 0 173893 20 0 1 0 WOODWARD DESIGN GROUP 1000 S JEFFERSON DAVIS PKWY NEW ORLEANS LA 70125 CONSTRUCTION 2519654 ASSOCIATED BUILDING SERVICES LLC 514 FRANKLIN AVE NEW ORLEANS LA 70117 HOUSEKEEPING 362873 ELECTRICAL SALES CORPORATION PO BOX 1095 METAIRIE LA 70004 TECHNOLOGY SERVICES 207427 DAKTRONICS INC PO BOX 737640 DALLAS TX 75373 TECHNOLOGY SERVICES 161888 OFFICE OF POLICE SECONDARY EMPLOYMENT 1601 PERDIDO ST BLDG H STE 3H112 NEW ORLEANS LA 70112 SECURITY 142764 6 70175 2017011 118823 5269008 295398 7475017 TUITION AND FEES 611110 32246593 32246593 AUXILIARY SERVICES 611110 4158127 4158127 BREAKTHROUGH 611110 207570 207570 ATHLETICS 611110 69219 69219 OTHER PROGRAM REVENUE 611110 23534 23534 36705043 60248 60248 195529 35594 159935 159935 159935 24121 -24121 -24121 -24121 259228 70175 97366 161862 161862 44537984 36705043 0 357924 3370915 3370915 1138477 1138477 16132961 12654256 3018566 460139 715309 542002 152827 20480 1416010 951772 370754 93484 1222847 916033 274549 32265 361351 361351 72860 72860 851281 663999 93641 93641 2333456 2016144 140859 176453 53393 53393 2453820 2208438 122691 122691 1855106 1669596 92755 92755 AUXILIARY 3792088 3792088 INSTRUCTIONAL 2225191 2225191 ADMINISTRATIVE 486650 481581 5069 BREAKTHROUGH 265068 265068 631170 443313 187857 39377953 31275502 6817617 1284834 18272262 18930162 2127150 1353108 15061331 15348435 116102 104044 2108228 1954036 90377821 42040235 46165074 48337586 10738070 12573321 94588217 98600692 2195852 1406999 31055577 31903448 8977200 5984400 1547200 1498175 43775829 40793022 X 17291470 21348355 33520918 36459315 50812388 57807670 94588217 98600692 5160031 1835251 0 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3756626 3756626 69434424 32889630 36544794 15729651 8006082 7723569 1457120 1144523 312597 48337586 LIFE INSURANCE POLICES AND CERTAIN REAL ESTATE 107539 INTERESTS IN TRUSTS HELD BY OTHERS 12465782 12573321 OTHER RESTRICTED AMOUNTS 11543 DEPOSITS 49023 PAYABLE TO NEWMAN FOUNDATION 913128 CAPITAL LEASE OBLIGATIONS 524481 1498175 X 42801041 1835251 132960 1968211 40832830 3705154 3705154 44537984 35805759 132960 132960 35672799 3705154 3705154 39377953 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, 2025 AND 2024, 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 97,366. RENTAL EXPENSES 35,594. PART XI, LINE 4B - OTHER ADJUSTMENTS: EXPENSES NETTED WITH REVENUES IN THE AUDIT 334,239. FINANCIAL AID EXPENSES 3,370,915. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 35,594. FUNDRAISING EXPENSES 97,366. PART XII, LINE 4B - OTHER ADJUSTMENTS: EXPENSES NETTED WITH REVENUES ON AUDIT 334,239. FINANCIAL AID EXPENSES 3,370,915. 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 264767 70175 194592 18642 29681 7500 12221 CARNIVAL 26185 26185 7500 412 3 38451 38451 3050 3247 3014 12099 329403 70175 259228 29192 32928 10514 24732 97366 161862 1 FINANCIAL AID 247 3370915 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 446531 0 50000 0 49403 0 21813 0 12941 0 580688 0 0 0 KEVIN CIOLINO CFO 179997 0 0 0 0 0 10962 0 9202 0 200161 0 0 0 STEPHEN SOUD DIRECTOR OF COLLEGE COUNSELING 169269 0 0 0 0 0 10167 0 6686 0 186122 0 0 0 DEENA CAREY ASSOCIATE HEAD OF SCHOOL 166902 0 0 0 0 0 5156 0 13062 0 185120 0 0 0 JENNIFER ROSEN ASST HEAD OF SCHOOL FOR ENROLLMENT M 160980 0 0 0 0 0 4799 0 428 0 166207 0 0 0 J NELSON STEWART P.E. TEACHER/HEAD FOOTBALL COACH 90052 0 25000 0 23427 0 6187 0 19254 0 163920 0 0 0 ERIK COOPER HEAD OF UPPER SCHOOL 146476 0 0 0 0 0 8822 0 7017 0 162315 0 0 0 FRED HILL DIRECTOR OF FACILITES 124397 0 0 0 0 0 7983 0 19594 0 151974 0 0 0 PATRICK SUMMEROUR ATHLETIC DIRECTOR 140875 0 0 0 0 0 8452 0 1368 0 150695 0 0 0 PART I, LINE 7 THE ORGANIZATION PROVIDED BONUSES. BRANDY CIOLINO FAMILY MEMBER OF KEVIN CIOLINO 64338 EMPLOYMENT (COMPENSATION & BENEFITS) 0 ARDEN BARNETT FAMILY MEMBER OF LOUIS FISHMAN 86972 EMPLOYMENT (COMPENSATION & BENEFITS) 0 X 16 401554 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 $401,554 REPORTED ON LINE 9, ONLY $295,398 IS REPORTED ON FORM 990, PART VIII, LINE 1G. THE DIFFERENCE OF $106,156 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 2017011 SEE PART VII THE ISIDORE NEWMAN SCHOOL FOUNDATION E 913128 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 FOUNDATION. 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 FOUNDATION