Civic Intelligence

Mesilla Valley Hospice Foundation Inc.

990 • Fiscal year 2016 • EIN 26-4233516

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 15, 2017

299 Montana AveLas Cruces, NM 88005

(575) 525-5720

Siviq Scores

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

Liabilities / Assets

60th percentile

0.03x

Higher debt load relative to assets than 60% of similar nonprofits.

2016 filings • NTEE P • <$500k nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.02x

Higher debt load relative to revenue than 62% of similar nonprofits.

2016 filings • NTEE P • <$500k nonprofits • Source year 2016

Net Margin

82nd percentile

28%

Higher net margin than 82% of similar nonprofits.

2016 filings • NTEE P • <$500k nonprofits • Source year 2016

Top Officer Pay

98th percentile

$100,310

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 34.6% of source-year revenue.

2016 filings • NTEE P • <$500k nonprofits • Source year 2016

Asset Growth

84th percentile

62%

Faster asset growth than 84% of similar nonprofits.

2016 filings • NTEE P • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

216%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • NTEE P • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$233,055

Up $88,964 (+62%) from 2015

Net Assets

Up

$226,693

Up $80,009 (+55%) from 2015

Liabilities

Up

$6,362

Up $8,955 (+345%) from 2015

Revenue

Up

$289,584

Up $198,064 (+216%) from 2015

Expenses

Up

$209,575

Up $78,466 (+60%) from 2015

Net Income

Up

$80,009

Up $119,598 (+302%) from 2015

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0-$500KAssets 2010: $636,789Liabilities 2010: $518,833Net Assets 2010: $117,9562010Assets 2011: $646,802Liabilities 2011: $493,724Net Assets 2011: $153,0782011Assets 2013: $253,049Liabilities 2013: $1,215Net Assets 2013: $251,8342013Assets 2014: $197,884Liabilities 2014: $11,611Net Assets 2014: $186,2732014Assets 2015: $144,091Liabilities 2015: -$2,593Net Assets 2015: $146,6842015Assets 2016: $233,055Liabilities 2016: $6,362Net Assets 2016: $226,6932016Assets 2017: $214,867Liabilities 2017: $6,018Net Assets 2017: $208,8492017Assets 2018: $232,141Liabilities 2018: $5,480Net Assets 2018: $226,6612018Assets 2019: $310,244Liabilities 2019: $6,570Net Assets 2019: $303,6742019Assets 2020: $324,922Liabilities 2020: $7,234Net Assets 2020: $317,6882020Assets 2021: $1,418,652Liabilities 2021: $12,112Net Assets 2021: $1,406,5402021Assets 2022: $1,378,804Liabilities 2022: $7,120Net Assets 2022: $1,371,6842022Assets 2023: $1,467,921Liabilities 2023: $7,496Net Assets 2023: $1,460,4252023Assets 2024: $1,256,180Liabilities 2024: $7,936Net Assets 2024: $1,248,2442024

Highlighted filing

2016

Assets$233,055
Liabilities$6,362
Net Assets$226,693

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $266,6462010Expenses 2011: $272,2572011Revenue 2013: $137,193Expenses 2013: $80,605Net Income 2013: $56,5882013Revenue 2014: $68,537Expenses 2014: $134,098Net Income 2014: -$65,5612014Revenue 2015: $91,520Expenses 2015: $131,109Net Income 2015: -$39,5892015Revenue 2016: $289,584Expenses 2016: $209,575Net Income 2016: $80,0092016Revenue 2017: $154,021Expenses 2017: $171,865Net Income 2017: -$17,8442017Revenue 2018: $145,266Expenses 2018: $127,454Net Income 2018: $17,8122018Revenue 2019: $217,204Expenses 2019: $140,191Net Income 2019: $77,0132019Revenue 2020: $101,999Expenses 2020: $87,985Net Income 2020: $14,0142020Revenue 2021: $1,239,764Expenses 2021: $150,912Net Income 2021: $1,088,8522021Revenue 2022: $488,073Expenses 2022: $522,929Net Income 2022: -$34,8562022Revenue 2023: $273,297Expenses 2023: $184,556Net Income 2023: $88,7412023Revenue 2024: $229,015Expenses 2024: $441,196Net Income 2024: -$212,1812024

Highlighted filing

2016

Revenue$289,584
Expenses$209,575
Net Income$80,009
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$308,788
Mission and Program Overview

Mission

The foundation supports the operations and programs of mesilla valley hospice, inc. The foundation solicits, invests, and administers gifts received in support of mesilla valley hospice, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$27,666$39,529▲ $11,863
Investments in Publicly Traded Securities-$22,016-
Investments Other Securities$904$904→ $0
Total Assets$144,091$233,055▲ $88,964
Other Assets Total$115,521$170,606▲ $55,085
Liabilities
Accounts Payable and Accrued Expenses$-2,593$6,362▲ $8,955
Total Liabilities$-2,593$6,362▲ $8,955
Net Assets / Fund Balance
Unrestricted Net Assets$145,085$225,094▲ $80,009
Permanently Rstr Net Assets$1,599$1,599→ $0
Total Net Assets Fund Balance$146,684$226,693▲ $80,009
Total Liabilities and Net Assets / Fund Balance$144,091$233,055▲ $88,964

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$170,606--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$1,599---$1,599
2015$1,599---$1,599
2014$10,190--$8,591$1,599
2013$10,190---$10,190
2012$10,190---$10,190
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Lorraine PadillaExecuive DirectorFT$100,310$100,310

Board Members and Trustees

NameTitle
Nina SalmonPresident
Brian ConawayBoard Member
Kathy FuscoBoard Member
Martha OrtaBoard Member
Melissa J Reeves PcBoard Member
Christine MayCFO
Joshua DwyerMember at La
Rainbeaux TrujilloMember at La
Revenue and Support

Revenue Composition

Contributions and Grants
$157,780
Program Service Revenue
$80,000
Investment Income
$3,872
Other Revenue
$47,932
All Other Contributions
$157,780
Change in Net Assets
$80,009
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$117,180
Grants and Similar Amounts Paid$60,000
Other Expenses$32,395
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$100,310--$100,310
Grants to Domestic Orgs$60,000--$60,000
Occupancy$24,000--$24,000
Other Employee Benefits$10,266--$10,266
Payroll Taxes$6,604--$6,604
Insurance$3,846--$3,846
Fees for Services Accounting$390--$390
Other Expenses$200--$200
Office Expenses$115--$115
All Other Expenses$21--$21
Total Functional Expenses$209,575$0$0$209,575
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Mesilla Valley HospiceLas Cruces, NM--$60,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$67,136
Fundraising Direct Expenses$19,204
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Events$67,136$67,136$19,204$47,932
Total Events$67,136$67,136$19,204$47,932
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Form 990 is reviewed by the board of directors. All directors receive a copy of the form 990.

Form 990, Page 6, Part VI, Line 12C

Members of the board of directors and staff submit a form to disclose personal or financial interest that could potentially interfere with their duties and responsibilities to mesilla valley hospice foundation. Disclosure forms are submitted at the time of hire or board appointment, annually and whenever a potential conflict arises. Potential conflicts of interest are reviewed by the board of directors and/or by the executive director to determine appropriate action.

Form 990, Page 6, Part VI, Line 15A

Salary studies are purchased and reviewed by the board of directors. Salaries are based upon the foundation's budget needs and upon the statement studies.

Form 990, Page 6, Part VI, Line 15B

Salary studies are purchased and reviewed by the board of directors. Salaries are based upon the foundation's budget needs and upon the statement studies.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Mesilla Valley Hospice Foundation
EIN
26-4233516
Phone
5755255720
Address
299 MONTANA AVE, LAS CRUCES, NM 88005

Signing Officer

Name
Christine May
Title
CFO
Phone
5755255720
Signed
2017-11-15

Organization Details

Principal Officer
Lorraine Padilla
Formed
2009
Legal Domicile
Nm
Voting Board Members
8
Independent Board Members
6
Employees
1
Volunteers
2

Preparer

Firm
Schwalm Martos & Co Pc
Address
560 N WATER ST, LAS CRUCES, NM 88001
Preparer
H Myrle Schwalm
Phone
5755252282
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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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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt068101
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt063340
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt099077
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0358573
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0243859
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0157780
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0200
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt031607
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt051272
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0243859
IRS990ScheduleA/TotalSupportAmt0687995
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt01599
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt01599
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt01599
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt01599
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt010190
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt01599
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt08591
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt010190
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt010190
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt010190
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt010190
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0170606
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0SHORT TERM LOAN TO MVH
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0170606
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019204
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0SPECIAL EVENTS
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt067136
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt067136
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt067136
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt047932
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019204
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IRS990ScheduleI/RecipientTable/CashGrantAmt060000
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IRS990ScheduleI/RecipientTable/RecipientEIN0850302297
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0299 E MONTANA
IRS990ScheduleI/RecipientTable/USAddress/CityNm0LAS CRUCES
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NM
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS. ALL DIRECTORS RECEIVE A COPY OF THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE BOARD OF DIRECTORS AND STAFF SUBMIT A FORM TO DISCLOSE PERSONAL OR FINANCIAL INTEREST THAT COULD POTENTIALLY INTERFERE WITH THEIR DUTIES AND RESPONSIBILITIES TO MESILLA VALLEY HOSPICE FOUNDATION. DISCLOSURE FORMS ARE SUBMITTED AT THE TIME OF HIRE OR BOARD APPOINTMENT, ANNUALLY AND WHENEVER A POTENTIAL CONFLICT ARISES. POTENTIAL CONFLICTS OF INTEREST ARE REVIEWED BY THE BOARD OF DIRECTORS AND/OR BY THE EXECUTIVE DIRECTOR TO DETERMINE APPROPRIATE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SALARY STUDIES ARE PURCHASED AND REVIEWED BY THE BOARD OF DIRECTORS. SALARIES ARE BASED UPON THE FOUNDATION'S BUDGET NEEDS AND UPON THE STATEMENT STUDIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SALARY STUDIES ARE PURCHASED AND REVIEWED BY THE BOARD OF DIRECTORS. SALARIES ARE BASED UPON THE FOUNDATION'S BUDGET NEEDS AND UPON THE STATEMENT STUDIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt0157780
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0209575
IRS990/TotalFunctionalExpensesGrp/TotalAmt0209575
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0-2593
IRS990/TotalLiabilitiesEOYAmt06362
IRS990/TotalLiabilitiesGrp/BOYAmt0-2593
IRS990/TotalLiabilitiesGrp/EOYAmt06362
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0146684
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0226693
IRS990/TotalProgramServiceExpensesAmt0209575
IRS990/TotalProgramServiceRevenueAmt080000
IRS990/TotalReportableCompFromOrgAmt0100310
IRS990/TotalRevenueGrp/ExclusionAmt051804
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt080000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0289584
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0144091
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0233055
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0145085
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0225094
IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0LAS CRUCES
IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd088005
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt06
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHRISTINE MAY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum05755255720
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MESILLA VALLEY HOSPICE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0MESI
ReturnHeader/Filer/EIN0264233516
ReturnHeader/Filer/PhoneNum05755255720
ReturnHeader/Filer/USAddress/AddressLine1Txt0299 MONTANA AVE
ReturnHeader/Filer/USAddress/CityNm0LAS CRUCES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07F96481C5B530990C7F638757D70C235DB316E18
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0977CFCB9C685DC8DED6EB91A22541EBE6B77B20C
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0850427233
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SCHWALM MARTOS & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0560 N WATER ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAS CRUCES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd088001
ReturnHeader/PreparerPersonGrp/PhoneNum05755252282
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0H MYRLE SCHWALM
ReturnHeader/ReturnTs02017-11-15T16:14:32-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.01$1.25$0.23$0.44$0.21
2023Detailed filing. Detailed filing data is available for this year.$1.47$0.01$1.46$0.27$0.18$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.38$0.01$1.37$0.49$0.52$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.42$0.01$1.41$1.24$0.15$1.09
2020Detailed filing. Detailed filing data is available for this year.$0.32$0.01$0.32$0.10$0.09$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.31$0.01$0.30$0.22$0.14$0.08
2018Detailed filing. Detailed filing data is available for this year.$0.23$0.01$0.23$0.15$0.13$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.21$0.01$0.21$0.15$0.17$0.02
2016Detailed filing. Detailed filing data is available for this year.$0.23$0.01$0.23$0.29$0.21$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.15$0.09$0.13$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.20$0.01$0.19$0.07$0.13$0.07
2013Detailed filing. Detailed filing data is available for this year.$0.25$0.00$0.25$0.14$0.08$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.49$0.15$0.27
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.64$0.52$0.12$0.27