ISIDORE NEWMAN SCHOOL (EIN 720408935) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1903

Legal Domicile

Principal Officer

DALE SMITH

Phone

5048995641

Tax Period

2024-07-01 to 2025-06-30

ISIDORE NEWMAN SCHOOL, founded in 1903, is a mid-sized nonprofit in the Education sector that reported $44.5M in total revenue in fiscal year 2024. Expenses of $39.4M left a modest 12% surplus.

Mission

A PRE-K THROUGH 12, INDEPENDENT, CO-EDUCATIONAL, NON-DENOMINATIONAL DAY SCHOOL IN NEW ORLEANS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,475,017

Program Service Revenue $36,705,043

Investment Income $36,127

Other Revenue $321,797

TOTAL REVENUE $44,537,984

Expense Breakdown

Grants Paid $3,370,915

Salaries & Benefits $20,625,604

Fundraising Expenses $1,284,834

Program Expenses $31,275,502

Other Expenses $15,381,434

TOTAL EXPENSES $39,377,953

Year-over-Year Comparison

	2024	2023	Change
Revenue	$44,537,984	$43,582,425	+0.0%
Expenses	$39,377,953	$38,517,498	+0.0%
Net Income	$5,160,031	$5,064,927	+0.0%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

564

Volunteers

384

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

⚠ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$780,849

Total Directors

$2,500

Key Employees

$351,327

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ASHLEY FRANCIS	GOVERNOR	1.00	Director	$0	$0	$0
HELEN NALTY BUTCHER	GOVERNOR	1.00	Director	$0	$0	$0
JEFFREY B GOLDRING	GOVERNOR	1.00	Director	$0	$0	$0
BENJAMIN B TILLER	GOVERNOR	1.00	Director	$0	$0	$0
ALECIA J DONALD	GOVERNOR	1.00	Director	$0	$0	$0
BRYAN M BATT	GOVERNOR	1.00	Director	$0	$0	$0
MICHAEL L LEBOURGEOIS	GOVERNOR	1.00	Director	$0	$0	$0
MICHAEL GOLDMAN	GOVERNOR	1.00	Director	$0	$0	$0
SUSAN E MOODY PRIETO	GOVERNOR	1.00	Director	$0	$0	$0
ROBERT W MERRICK	GOVERNOR	1.00	Director	$0	$0	$0
RYAN BERGER	GOVERNOR	1.00	Director	$0	$0	$0
MATTHEW G WILSON	GOVERNOR	1.00	Director	$0	$0	$0
STEPHEN M FARNSWORTH	GOVERNOR	1.00	Director	$0	$0	$0
MONICA KALOZDI	GOVERNOR	1.00	Director	$0	$0	$0
SHONTELL N THOMAS	GOVERNOR	1.00	Director	$0	$0	$0
MICHELLE BAUMAN VILLERE	GOVERNOR	1.00	Director	$2,500	$0	$2,500
KENNETH H BEER	GOVERNOR	1.00	Director	$0	$0	$0
JUDY Y BARRASSO	GOVERNOR	1.00	Director	$0	$0	$0
SUSAN PHILLIPS GOOD	GOVERNOR/TRUSTEE	1.00	Director	$0	$0	$0
PETER ELLIOTT SPERLING	GOVERNOR/TRUSTEE	1.00	Director	$0	$0	$0
VALERIE BESTHOFF	TRUSTEE	1.00	Director	$0	$0	$0
HARVEY M STONE	TRUSTEE	1.00	Director	$0	$0	$0
HERMIE KOHLMEYER	TRUSTEE	1.00	Director	$0	$0	$0
LOUIS FISHMAN	TRUSTEE	1.00	Director	$0	$0	$0
DARRYL BERGER SR	TRUSTEE	1.00	Director	$0	$0	$0
HARRY BLUMENTHAL JR	TRUSTEE	1.00	Director	$0	$0	$0
IRVING WARSHAUER	TRUSTEE	1.00	Director	$0	$0	$0
WILLIAM A GOLDRING	TRUSTEE	1.00	Director	$0	$0	$0
TRIPP FRIEDLER	TRUSTEE	1.00	Director	$0	$0	$0
ANN THORPE THOMPSON	TRUSTEE	1.00	Director	$0	$0	$0
STEPHEN LEWIS PHILIPSON	CHAIR	4.00	Officer Director	$0	$0	$0
GEORGE PERRY EASTMAN IV	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL ANTHONY WALKER	SECRETARY	1.00	Officer Director	$0	$0	$0
CHERRIE BARTHELEMY	TREASURER	1.00	Officer Director	$0	$0	$0
DALE M SMITH	HEAD OF SCHOOL	40.00	Officer	$545,934	$34,754	$580,688
KEVIN CIOLINO	CFO	40.00	Officer	$179,997	$20,164	$200,161
DEENA CAREY	ASSOCIATE HEAD OF SCHOOL	40.00	Key Emp	$166,902	$18,218	$185,120
JENNIFER ROSEN	ASST HEAD OF SCHOOL FOR ENROLLMENT MGMT	40.00	Key Emp	$160,980	$5,227	$166,207
STEPHEN SOUD	DIRECTOR OF COLLEGE COUNSELING	40.00	Highest	$169,269	$16,853	$186,122
J NELSON STEWART	P.E. TEACHER/HEAD FOOTBALL COACH	40.00	Highest	$138,479	$25,441	$163,920
ERIK COOPER	HEAD OF UPPER SCHOOL	40.00	Highest	$146,476	$15,839	$162,315
FRED HILL	DIRECTOR OF FACILITES	40.00	Highest	$124,397	$27,577	$151,974
PATRICK SUMMEROUR	ATHLETIC DIRECTOR	40.00	Highest	$140,875	$9,820	$150,695

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$44,537,984	$39,377,953	$98,600,692	$5,160,031
2024	No data	No data	No data	No data
2023	$38,602,779	$37,607,827	$88,324,921	$994,952
2022	$38,467,765	$34,147,154	$85,836,624	$4,320,611
2021	$38,233,388	$33,004,004	$70,350,338	$5,229,384
2020	$35,130,931	$29,765,842	$70,181,380	$5,365,089
2019	$31,477,628	$30,742,906	$66,471,072	$734,722

ISIDORE NEWMAN SCHOOL