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

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Tuckman-Chang Vulnerability Assessment

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

2022-07-01 to 2023-06-30

ISIDORE NEWMAN SCHOOL is a 501(c)(3) with EIN 720408935, based in NEW ORLEANS, LA. Founded in 1903, the organization files IRS Form 990 and reported its most recent data for fiscal year 2022. In that period, it reported $38,602,779 in total revenue and $37,607,827 in total expenses, with net assets of $44,071,489.

Mission

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

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $5,170,311

Program Service Revenue $33,217,948

Investment Income $-16,546

Other Revenue $231,066

TOTAL REVENUE $38,602,779

Expense Breakdown

Grants Paid $3,178,534

Salaries & Benefits $19,360,913

Fundraising Expenses $1,157,990

Program Expenses $30,044,562

Other Expenses $15,068,380

TOTAL EXPENSES $37,607,827

Year-over-Year Comparison

	2022	2021	Change
Revenue	$38,602,779	$38,467,765	+0.0%
Expenses	$37,607,827	$34,147,154	+0.1%
Net Income	$994,952	$4,320,611	-0.8%

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

561

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

$683,337

Total Directors

Key Employees

$521,889

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
VALERIE BESTHOFF	TRUSTEE	1.00	Director	$0	$0	$0
ASHLEY FRANCIS	GOVERNOR	1.00	Director	$0	$0	$0
HELEN NALTY BUTCHER	GOVERNOR	1.00	Director	$0	$0	$0
CHERRIE BARTHELEMY	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
TARUN JOLLY	GOVERNOR	1.00	Director	$0	$0	$0
GORDON H KOLB SR	GOVERNOR	1.00	Director	$0	$0	$0
GEORGE PERRY EASTMAN IV	GOVERNOR	1.00	Director	$0	$0	$0
STEPHEN M FARNSWORTH	GOVERNOR	1.00	Director	$0	$0	$0
HARVEY M STONE	GOVERNOR/TRUSTEE	1.00	Director	$0	$0	$0
DAVID WEILL	GOVERNOR	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
SUSAN PHILLIPS GOOD	GOVERNOR/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
SHONTELL N THOMAS	GOVERNOR	1.00	Director	$0	$0	$0
ANN THORPE THOMPSON	GOVERNOR/TRUSTEE	1.00	Director	$0	$0	$0
MICHELLE BAUMAN VILLERE	GOVERNOR	1.00	Director	$0	$0	$0
PETER ELLIOTT SPERLING	GOVERNOR/TRUSTEE	1.00	Director	$0	$0	$0
JOHN KENNETH SAER JR	GOVERNOR	1.00	Director	$0	$0	$0
KENNETH H BEER	CHAIR	4.00	Officer Director	$0	$0	$0
STEPHEN LEWIS PHILIPSON	VICE CHAIR	1.00	Officer Director	$0	$0	$0
MICHAEL ANTHONY WALKER	SECRETARY	1.00	Officer Director	$0	$0	$0
VANESSA BROWN CLAIBORNE	TREASURER	1.00	Officer Director	$0	$0	$0
DALE M SMITH	HEAD OF SCHOOL	40.00	Officer	$518,644	$35,637	$554,281
KEVIN CIOLINO	INTERIM CFO	40.00	Officer	$113,589	$15,467	$129,056
FRED HILL	DIRECTOR OF FACILITES	40.00	Key Emp	$170,498	$23,783	$194,281
DEENA CAREY	ASSOCIATE HEAD OF SCHOOL	40.00	Key Emp	$156,738	$15,551	$172,289
JENNIFER ROSEN	ASST HEAD OF SCHOOL FOR ENROLLMENT MGMT	40.00	Key Emp	$150,795	$4,524	$155,319
STEPHEN SOUD	DIRECTOR OF COLLEGE COUNSELING	40.00	Highest	$147,131	$15,557	$162,688
J NELSON STEWART	P.E. TEACHER/HEAD FOOTBALL COACH	40.00	Highest	$129,430	$22,810	$152,240
ERIK COOPER	HEAD OF UPPER SCHOOL	40.00	Highest	$134,557	$13,935	$148,492
MARY PETERS	DIRECTOR OF ADVANCEMENT	40.00	Highest	$122,324	$18,601	$140,925
PATRICK SUMMEROUR	ATHLETIC DIRECTOR	40.00	Highest	$125,401	$8,496	$133,897
JENNIFER WOLLFARTH	FORMER ASST HEAD OF SCHOOL FOR FINANCE & OPERATION	40.00		$134,606	$22,541	$157,147

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
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