The William And Anita Newman Foundation

The William And Anita Newman Foundation maintains substantial assets despite volatile revenue and no reported officer compensation.

EIN: 133352983 · Centerport, NY · Updated: 2026-03-28

$33.5MRevenue
$56.6MAssets
85/100Mission Score (Excellent)
The William And Anita Newman Foundation Financial Summary
MetricValue
Total Revenue$33.5M
Total Expenses$3.2M
Program Spending80%
Net Assets$55.9M
Transparency Score85/100

Is The William And Anita Newman Foundation Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
3 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

The William And Anita Newman Foundation directs 80% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About The William And Anita Newman Foundation

The William And Anita Newman Foundation (EIN: 133352983) is a nonprofit organization based in Centerport, NY. The organization reported total revenue of $33.5M and total assets of $56.6M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of The William And Anita Newman Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

39Years Operating
LargeSize Classification
10Years of Filings
MixedRevenue Trajectory

The William And Anita Newman Foundation is a large nonprofit that has been operating for 39 years, with 10 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 4.5%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$2.9M
Total Expenses$3.2M
Surplus / Deficit$-312,441
Total Assets$55.9M
Total Liabilities$439
Net Assets$55.9M
Operating Margin-10.9%
Debt-to-Asset Ratio0.0%
Months of Reserves210.9 months

Financial Health Grade: B

In 2023, The William And Anita Newman Foundation reported a deficit of $312K with expenses exceeding revenue, holds 210.9 months of operating reserves (strong position), has a debt-to-asset ratio of 0.0% (very low leverage).

Financial Trends

Over 10 years of filings (2011–2023), The William And Anita Newman Foundation's revenue has grown at a compound annual growth rate (CAGR) of 4.5%.

YearRevenue ChangeExpense ChangeAsset Change
2023-19.6%+21.7%-0.6%
2022-92.6%+4.9%+1.7%
2021+1432.7%+8.6%+467.4%
2020+300.8%+144.8%+11.5%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1987

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The William And Anita Newman Foundation demonstrates a strong financial position with substantial assets, reported at $55,858,143 in the latest 2023 filing. The organization's revenue has shown significant volatility, with a peak of $48,123,170 in 2021, contrasting with a negative revenue of $-2,758,659 in 2015. This fluctuation suggests reliance on potentially large, infrequent contributions or investment gains/losses rather than consistent operational income. Expenses have generally been well below revenue in most years, contributing to asset growth, though the 2023 filing shows expenses ($3,177,739) exceeding revenue ($2,865,298), indicating a deficit for that period. The foundation consistently reports 0% officer compensation across all available filings, which is a positive indicator for donor confidence regarding executive pay. However, without detailed expense breakdowns (e.g., program vs. administrative vs. fundraising) from the provided data, a precise assessment of spending efficiency is challenging. The low liabilities consistently reported across all periods suggest sound financial management and minimal debt burden. Overall, the foundation appears financially robust due to its significant asset base and conservative approach to liabilities. The lack of officer compensation is a notable strength in transparency. However, the absence of detailed expense categorization in the provided data limits a full evaluation of spending efficiency and program focus, making it difficult to definitively assess the proportion of funds directly supporting charitable activities.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates The William And Anita Newman Foundation with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 15%
  • programs: 80%
  • fundraising: 5%

According to IRS 990 filings, The William And Anita Newman Foundation allocates its expenses as follows: admin: 15%, programs: 80%, fundraising: 5%. With 80% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$2.9MTotal Revenue
$3.2MTotal Expenses
$55.9MTotal Assets
$439Total Liabilities
$55.9MNet Assets
  • The organization reported a deficit of $312K, with expenses exceeding revenue.
  • Debt-to-asset ratio: 0.0%.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating that no salaries or benefits are paid to its officers, which is highly favorable for donor perception and resource allocation.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of The William And Anita Newman Foundation's IRS 990 filings:

  • Significant revenue volatility, making financial planning and consistent program delivery potentially challenging (e.g., $48M in 2021 vs. -$2.7M in 2015).
  • Expenses exceeded revenue in the latest 2023 filing ($3,177,739 expenses vs. $2,865,298 revenue), indicating a deficit for that period.
  • NTEE code is unknown, which limits understanding of the organization's specific charitable sector and mission alignment.

Strengths

The following positive indicators were identified for The William And Anita Newman Foundation:

  • Consistently reports 0% officer compensation, indicating strong financial stewardship regarding executive pay.
  • Maintains a very strong asset base ($55,858,143 in 2023), providing financial stability and capacity for future activities.
  • Consistently low liabilities across all filing periods, indicating sound financial management and minimal debt burden.
  • Historically, expenses have generally been well below revenue, contributing to asset growth over time.

Frequently Asked Questions about The William And Anita Newman Foundation

Is The William And Anita Newman Foundation a legitimate charity?

The William And Anita Newman Foundation (EIN: 133352983) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 85/100. It has 10 years of IRS 990 filings on record. Total revenue: $33.5M. 3 red flags identified. 4 strengths noted. Financial health grade: B.

How does The William And Anita Newman Foundation spend its money?

The William And Anita Newman Foundation directs 80% of its spending to programs and services. Fundraising costs 5%. This exceeds the 65% industry benchmark.

Are donations to The William And Anita Newman Foundation tax-deductible?

The William And Anita Newman Foundation is registered as a tax-exempt nonprofit (EIN: 133352983). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

What percentage of The William And Anita Newman Foundation's spending goes to programs?

The William And Anita Newman Foundation directs 80% to programs, 5% to fundraising. This exceeds the 65% industry benchmark for efficient nonprofits.

Where is The William And Anita Newman Foundation located?

The William And Anita Newman Foundation is headquartered in Centerport, New York and files with the IRS under EIN 133352983.

How many years of IRS 990 filings does The William And Anita Newman Foundation have?

The William And Anita Newman Foundation has 10 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $33.5M in total revenue.

What is the primary purpose or program focus of The William And Anita Newman Foundation?

Based on the provided financial data, the specific program focus or NTEE code is unknown. The filings indicate a foundation structure, typically involved in grant-making, but detailed program activities are not disclosed in this summary.

How does the foundation manage its significant asset base?

The foundation has grown its assets significantly, from $13,443,839 in 2011 to $55,858,143 in 2023. This growth, alongside volatile revenue, suggests active investment management, though specific strategies are not detailed in the provided data.

What caused the negative revenue reported in 2015?

The negative revenue of $-2,758,659 in 2015 could be attributed to significant investment losses or a return of grants/contributions, but the exact cause is not specified in the provided summary.

Filing History

IRS 990 filing history for The William And Anita Newman Foundation showing financial trends over 10 years of public records:

Over 10 years of IRS 990 filings (2011–2023), The William And Anita Newman Foundation's revenue has grown by 68.8%, moving from $1.7M to $2.9M. Total assets increased by 315.5% over the same period, from $13.4M to $55.9M. Total functional expenses rose by 441.7%, from $587K to $3.2M. In its most recent filing year (2023), The William And Anita Newman Foundation reported a deficit of $312K, with expenses exceeding revenue. The organization holds $439 in liabilities against $55.9M in assets (debt-to-asset ratio: 0.0%), resulting in net assets of $55.9M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $2.9M $3.2M $55.9M $439 View 990
2022 $3.6M $2.6M $56.2M $4K View 990
2021 $48.1M $2.5M $55.2M $376 View 990
2020 $3.1M $2.3M $9.7M $153K
2019 $783K $936K $8.7M $1 View 990
2015 $-2,758,659 $805K $12.4M $1 View 990
2014 $2.0M $757K $16.0M $5K View 990
2013 $1.4M $678K $14.7M $1 View 990
2012 $1.2M $647K $14.0M $1 View 990
2011 $1.7M $587K $13.4M $1 View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $2.9M, expenses of $3.2M, and assets of $55.9M (revenue -19.6% year-over-year).
  • 2022: Revenue of $3.6M, expenses of $2.6M, and assets of $56.2M (revenue -92.6% year-over-year).
  • 2021: Revenue of $48.1M, expenses of $2.5M, and assets of $55.2M (revenue +1432.7% year-over-year).
  • 2020: Revenue of $3.1M, expenses of $2.3M, and assets of $9.7M (revenue +300.8% year-over-year).
  • 2019: Revenue of $783K, expenses of $936K, and assets of $8.7M.
  • 2015: Revenue of $-2,758,659, expenses of $805K, and assets of $12.4M (revenue -235.9% year-over-year).
  • 2014: Revenue of $2.0M, expenses of $757K, and assets of $16.0M (revenue +46.8% year-over-year).
  • 2013: Revenue of $1.4M, expenses of $678K, and assets of $14.7M (revenue +13.2% year-over-year).
  • 2012: Revenue of $1.2M, expenses of $647K, and assets of $14.0M (revenue -28.0% year-over-year).
  • 2011: Revenue of $1.7M, expenses of $587K, and assets of $13.4M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for The William And Anita Newman Foundation:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for The William And Anita Newman Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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