Civic Intelligence

The Gumbo Foundation

990PF • Fiscal year 2015 • EIN 04-3727883

Dec 01, 2014 to Nov 30, 2015 • Filed on Mar 18, 2016

347 E Palace AveSanta Fe, NM 87501

(505) 984-8944

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

82nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

81st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2015

Net Margin

28th percentile

-60%

Higher net margin than 28% of similar nonprofits.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2015

Asset Growth

21st percentile

-5.7%

Faster asset growth than 21% of similar nonprofits.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

40th percentile

-18%

Faster revenue growth than 40% of similar nonprofits.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$4,502,460

Down $270,810 (-5.7%) from 2014

Net Assets

Down

$4,502,460

Down $270,810 (-5.7%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$198,107

Down $43,676 (-18%) from 2014

Expenses

Up

$317,919

Up $79,570 (+33%) from 2014

Net Income

Down

-$119,812

Down $123,246 (-3589%) from 2014

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $4,411,352Liabilities 2011: $02011Assets 2012: $4,364,977Liabilities 2012: $02012Assets 2013: $4,769,856Liabilities 2013: $0Net Assets 2013: $4,769,8562013Assets 2014: $4,773,270Liabilities 2014: $0Net Assets 2014: $4,773,2702014Assets 2015: $4,502,460Liabilities 2015: $0Net Assets 2015: $4,502,4602015Assets 2016: $4,437,376Liabilities 2016: $0Net Assets 2016: $4,437,3762016Assets 2017: $4,228,708Liabilities 2017: $0Net Assets 2017: $4,228,7082017Assets 2018: $4,078,282Liabilities 2018: $5,512Net Assets 2018: $4,072,7702018Assets 2019: $4,085,561Liabilities 2019: $6,524Net Assets 2019: $4,079,0372019Assets 2020: $3,827,610Liabilities 2020: $12,398Net Assets 2020: $3,815,2122020Assets 2021: $4,125,401Liabilities 2021: $25,101Net Assets 2021: $4,100,3002021Assets 2022: $3,933,028Liabilities 2022: $7,410Net Assets 2022: $3,925,6182022Assets 2023: $3,662,336Liabilities 2023: $9,746Net Assets 2023: $3,652,5902023Assets 2024: $3,613,175Liabilities 2024: $18,155Net Assets 2024: $3,595,0202024

Highlighted filing

2015

Assets$4,502,460
Liabilities$0
Net Assets$4,502,460

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $140,682Expenses 2011: $245,573Net Income 2011: -$104,8912011Revenue 2012: $182,421Expenses 2012: $228,796Net Income 2012: -$46,3752012Revenue 2013: $655,204Expenses 2013: $250,325Net Income 2013: $404,8792013Revenue 2014: $241,783Expenses 2014: $238,349Net Income 2014: $3,4342014Revenue 2015: $198,107Expenses 2015: $317,919Net Income 2015: -$119,8122015Revenue 2016: $295,650Expenses 2016: $360,734Net Income 2016: -$65,0842016Revenue 2017: $174,218Expenses 2017: $382,886Net Income 2017: -$208,6682017Revenue 2018: $225,220Expenses 2018: $381,158Net Income 2018: -$155,9382018Revenue 2019: $359,786Expenses 2019: $353,519Net Income 2019: $6,2672019Revenue 2020: $133,824Expenses 2020: $397,649Net Income 2020: -$263,8252020Revenue 2021: $715,970Expenses 2021: $430,882Net Income 2021: $285,0882021Revenue 2022: $209,871Expenses 2022: $384,553Net Income 2022: -$174,6822022Revenue 2023: $189,154Expenses 2023: $462,182Net Income 2023: -$273,0282023Revenue 2024: $444,704Expenses 2024: $502,274Net Income 2024: -$57,5702024

Highlighted filing

2015

Revenue$198,107
Expenses$317,919
Net Income-$119,812
Jump To
Filing Snapshot
Filing Period
Dec 1, 2014 to Nov 30, 2015
Signed
Mar 18, 2016
Return Version
2014v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elise W SchmidtPresident-$0--
Paul B SchmidtSecretary/TreasPT$0--
Tracey Elise HoganVice President-$0--
Mary Emily HoganVice President-$0--
William Hobson HoganVice President-$0--
Filing and Contact Details

Filer

Filer Name
The Gumbo Foundation
EIN
04-3727883
Address
347 E Palace Ave, Santa Fe, NM 87501

Signing Officer

Name
Paul B Schmidt
Title
Secretary/Treas
Signed
2016-03-18
Discuss with paid preparer
Yes

Preparer

Firm
Jeanne Milholland PC
Address
1554 Camino Amado, Santa Fe, NM 87505
Preparer
Jeanne Milholland
Phone
5059868608
Raw XML Appendix329 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Elise W Schmidt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Paul B Schmidt
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Tracey Elise Hogan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Mary Emily Hogan
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0239954
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0259099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.04699
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.03455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.04372
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.04697
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.05188
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.05784
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01468
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt05220294
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt05201473
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt04880187
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt04375884
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt04625418
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt04479865
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0265657
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.23496
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0264189
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0265657
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01468
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0265657
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0347 E Palace Ave
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Santa Fe
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd087501
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NM
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Paul B Schmidt SecTreas
IRS990PF/StatementsRegardingActyGrp/PhoneNum05059848944
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0Elise W Schmidt
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Tracey Elise Hogan
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2Mary Emily Hogan
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm3William Hobson Hogan
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0257000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See Attached Statement 8
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0C/O 347 E Palace Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Santa Fe
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd087501
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0257000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt030954
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0234703
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0259547
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0265657
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0228593
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0234703
OtherDecreasesSchedule/OtherDecreasesDetail/Amt02000
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Miscellaneous immaterial adjustment
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Foreign taxes withheld
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Investment fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt04000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt051262
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt151262
TaxesSchedule/TaxesDetail/Amt01000
TaxesSchedule/TaxesDetail/CategoryTxt0Excise Taxes
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul B Schmidt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary/Treas
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0The Gumbo Foundation
ReturnHeader/Filer/BusinessNameControlTxt0GUMB
ReturnHeader/Filer/EIN0043727883
ReturnHeader/Filer/USAddress/AddressLine1Txt0347 E Palace Ave
ReturnHeader/Filer/USAddress/CityNm0Santa Fe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087501
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jeanne Milholland PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01554 Camino Amado
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Fe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087505
ReturnHeader/PreparerPersonGrp/PhoneNum05059868608
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeanne Milholland
ReturnHeader/ReturnTs02016-03-21T11:39:14-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-12-01
ReturnHeader/TaxPeriodEndDt02015-11-30
ReturnHeader/TaxYr02014

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024Detailed filing. Detailed filing data is available for this year.$3.61$0.02$3.60$0.44$0.50$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.66$0.01$3.65$0.19$0.46$0.27
2022Detailed filing. Detailed filing data is available for this year.$3.93$0.01$3.93$0.21$0.38$0.17
2021Detailed filing. Detailed filing data is available for this year.$4.13$0.03$4.10$0.72$0.43$0.29
2020Detailed filing. Detailed filing data is available for this year.$3.83$0.01$3.82$0.13$0.40$0.26
2019Detailed filing. Detailed filing data is available for this year.$4.09$0.01$4.08$0.36$0.35$0.01
2018Detailed filing. Detailed filing data is available for this year.$4.08$0.01$4.07$0.23$0.38$0.16
2017Detailed filing. Detailed filing data is available for this year.$4.23$0.00$4.23$0.17$0.38$0.21
2016Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$0.30$0.36$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.20$0.32$0.12
2014Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.24$0.24$0.00
2013Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.66$0.25$0.40
2012Summary only. Only limited summary data is available for this year.$4.36$0.00$0.18$0.23$0.05
2011Summary only. Only limited summary data is available for this year.$4.41$0.00$0.14$0.25$0.10