Civic Intelligence

The Gumbo Foundation

990PF • Fiscal year 2022 • EIN 04-3727883

Dec 01, 2021 to Nov 30, 2022 • Filed on Feb 24, 2023

347 E Palace AveSanta Fe, NM 87501

(505) 569-1999

Siviq Scores

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

Liabilities / Assets

87th percentile

0.00x

Higher debt load relative to assets than 87% of similar nonprofits.

2022 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

89th percentile

0.04x

Higher debt load relative to revenue than 89% of similar nonprofits.

2022 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2022

Net Margin

30th percentile

-83%

Higher net margin than 30% of similar nonprofits.

2022 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

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

2022 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2022

Asset Growth

39th percentile

-4.7%

Faster asset growth than 39% of similar nonprofits.

2022 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

23rd percentile

-71%

Faster revenue growth than 23% of similar nonprofits.

2022 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Down

$3,933,028

Down $192,373 (-4.7%) from 2021

Net Assets

Down

$3,925,618

Down $174,682 (-4.3%) from 2021

Liabilities

Down

$7,410

Down $17,691 (-70%) from 2021

Revenue

Down

$209,871

Down $506,099 (-71%) from 2021

Expenses

Down

$384,553

Down $46,329 (-11%) from 2021

Net Income

Down

-$174,682

Down $459,770 (-161%) from 2021

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

2022

Assets$3,933,028
Liabilities$7,410
Net Assets$3,925,618

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

2022

Revenue$209,871
Expenses$384,553
Net Income-$174,682
Jump To
Filing Snapshot
Filing Period
Dec 1, 2021 to Nov 30, 2022
Signed
Feb 24, 2023
Return Version
2021v4.1
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
2023-02-24
Discuss with paid preparer
Yes

Preparer

Firm
R & H Accounting Solutions
Address
2205 Miguel Chavez Road Ste F, Santa Fe, NM 87505
Preparer
Jamie Haffey CPA
Phone
5055691999
Raw XML Appendix294 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
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4William Hobson Hogan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary/Treas
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0347 E Palace Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1347 E Palace Ave
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Paul B Schmidt SecTreas
IRS990PF/StatementsRegardingActyGrp/PhoneNum05059848944
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
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IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1Tracey Elise Hogan
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm2Mary Emily Hogan
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm3William Hobson Hogan
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0355000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0See Attached Statement 9
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/TotalGrantOrContriPdDurYrAmt0355000
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/AppliedToCurrentYearAmt0235513
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0235513
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0124925
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0115039
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt093480
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0107640
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0567963
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0126879
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0124925
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0115039
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt093480
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0107640
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0362392
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0126879
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0567963
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0441084
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt08456
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Accrued Interest
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1Prepaid Excise Tax
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt09410
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt16975
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt09410
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt16975
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt016653
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0Deferred Federal Excise Tax
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt07410
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt028878
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Stifel
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt028878
TaxesSchedule/TaxesDetail/Amt02525
TaxesSchedule/TaxesDetail/Amt19242
TaxesSchedule/TaxesDetail/CategoryTxt0Excise taxes - Current
TaxesSchedule/TaxesDetail/CategoryTxt1Excise taxes - Deferred
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Paul B Schmidt
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Secretary/Treas
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-24
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/PreparerFirmEIN0842760961
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0R & H Accounting Solutions
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02205 Miguel Chavez Road Ste F
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Fe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087505
ReturnHeader/PreparerPersonGrp/PhoneNum05055691999
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMIE HAFFEY CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-02-24T14:30:59-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Paul B
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Schmidt
ReturnHeader/TaxPeriodBeginDt02021-12-01
ReturnHeader/TaxPeriodEndDt02022-11-30
ReturnHeader/TaxYr02021

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