Civic Intelligence

First Serve - Nm Inc Co Eleanor Brenner

990 • Fiscal year 2014 • EIN 27-0044395

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 04, 2015

PO Box 31904Santa Fe, NM 87594

(505) 982-7531

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

2014 filings • NTEE N • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

31st percentile

0.00x

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

2014 filings • NTEE N • $500k-$1M nonprofits • Source year 2014

Net Margin

34th percentile

0.7%

Higher net margin than 34% of similar nonprofits.

2014 filings • NTEE N • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

64th percentile

$0

Higher top officer pay than 64% of similar nonprofits.

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

2014 filings • NTEE N • $500k-$1M nonprofits • Source year 2014

Asset Growth

34th percentile

0.4%

Faster asset growth than 34% of similar nonprofits.

2014 filings • NTEE N • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

8th percentile

-34%

Faster revenue growth than 8% of similar nonprofits.

2014 filings • NTEE N • $500k-$1M nonprofits • Annualized from 2013 to 2014

Assets

Up

$532,463

Up $2,369 (+0.4%) from 2013

Net Assets

Up

$532,463

Up $2,369 (+0.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$326,593

Down $169,585 (-34%) from 2013

Expenses

Down

$324,224

Down $37,613 (-10%) from 2013

Net Income

Down

$2,369

Down $131,972 (-98%) from 2013

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $278,407Liabilities 2010: $0Net Assets 2010: $278,4072010Assets 2011: $303,894Liabilities 2011: $0Net Assets 2011: $303,8942011Assets 2012: $395,753Liabilities 2012: $0Net Assets 2012: $395,7532012Assets 2013: $530,094Liabilities 2013: $0Net Assets 2013: $530,0942013Assets 2014: $532,463Liabilities 2014: $0Net Assets 2014: $532,4632014Assets 2015: $479,166Liabilities 2015: $0Net Assets 2015: $479,1662015Assets 2016: $649,756Liabilities 2016: $0Net Assets 2016: $649,7562016Assets 2017: $644,164Liabilities 2017: $0Net Assets 2017: $644,1642017Assets 2018: $662,670Liabilities 2018: $0Net Assets 2018: $662,6702018Assets 2019: $878,848Liabilities 2019: $0Net Assets 2019: $878,8482019Assets 2020: $986,577Liabilities 2020: $0Net Assets 2020: $986,5772020Assets 2021: $3,427,981Liabilities 2021: $11Net Assets 2021: $3,427,9702021Assets 2022: $5,735,560Liabilities 2022: $982Net Assets 2022: $5,734,5782022Assets 2023: $13,654,382Liabilities 2023: $10,409Net Assets 2023: $13,643,9732023Assets 2024: $22,735,018Liabilities 2024: $1,457Net Assets 2024: $22,733,5612024

Highlighted filing

2014

Assets$532,463
Liabilities$0
Net Assets$532,463

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2010: $201,3352010Expenses 2011: $207,9942011Expenses 2012: $231,4952012Revenue 2013: $496,178Expenses 2013: $361,837Net Income 2013: $134,3412013Revenue 2014: $326,593Expenses 2014: $324,224Net Income 2014: $2,3692014Revenue 2015: $253,927Expenses 2015: $307,224Net Income 2015: -$53,2972015Revenue 2016: $580,114Expenses 2016: $409,524Net Income 2016: $170,5902016Revenue 2017: $408,649Expenses 2017: $414,241Net Income 2017: -$5,5922017Revenue 2018: $457,785Expenses 2018: $439,278Net Income 2018: $18,5072018Revenue 2019: $579,561Expenses 2019: $363,383Net Income 2019: $216,1782019Revenue 2020: $464,750Expenses 2020: $357,021Net Income 2020: $107,7292020Revenue 2021: $2,805,287Expenses 2021: $363,894Net Income 2021: $2,441,3932021Revenue 2022: $2,796,033Expenses 2022: $387,376Net Income 2022: $2,408,6572022Revenue 2023: $8,397,915Expenses 2023: $622,806Net Income 2023: $7,775,1092023Revenue 2024: $9,633,657Expenses 2024: $580,200Net Income 2024: $9,053,4572024

Highlighted filing

2014

Revenue$326,593
Expenses$324,224
Net Income$2,369
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 4, 2015
Return Version
2014v5.0
Gross Receipts
$328,234
Mission and Program Overview

Mission

Provides after school activities that combines tutoring with tennis

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$527,597$531,478▲ $3,881
Land, Buildings, and Equipment, Net$2,497$985▼ $1,512
Cash and Non-Interest-Bearing Accounts-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$530,094$532,463▲ $2,369
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$530,094$532,463▲ $2,369
Total Net Assets Fund Balance$530,094$532,463▲ $2,369
Total Liabilities and Net Assets / Fund Balance$530,094$532,463▲ $2,369

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$985$393$1,378
Compensation and Service Providers

Board Members and Trustees

NameTitle
Eleanor P BrennerPresident
Angelique Cook LowryVice President
Cherie KusmanBoard Member
David MarionBoard Member
Donna HankinsonBoard Member
James ParkerBoard Member
Jean Van CampBoard Member
Jeri Berger HertzmanBoard Member
Jonathan HaackBoard Member
Karen HerhahnBoard Member
Mary C RossBoard Member
Melanie Peters ThorneBoard Member
Pam Saunders-albinBoard Member
Randy PughBoard Member
Russ OstermanBoard Member
Scott FuquaBoard Member
Sherry FergusonBoard Member
Susan HornBoard Member
Exilda MartinezSecretary
Marc GellerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$326,755
Program Service Revenue
$0
Investment Income
$-162
Other Revenue
$0
All Other Contributions
$326,755
Change in Net Assets
$2,369

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$36,440Market Value
Total Noncash Contributions1$36,440-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$324,224
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Office Expenses-$13,252-$13,252
Insurance-$6,803-$6,803
Fees for Services Legal-$4,890-$4,890
All Other Expenses$4,313$448-$4,761
Other Expenses$2,255$336-$2,591
Fees for Services Accounting-$2,216-$2,216
Depreciation Depletion-$899-$899
Travel-$672-$672
Advertising-$86-$86
Total Functional Expenses$202,474$121,750$0$324,224
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

The treasurer reviews the 990 and presents it to the board for approval

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
First Serve - Nm Inc
EIN
27-0044395
Phone
5059827531
Address
PO BOX 31904, SANTA FE, NM 87594

Signing Officer

Name
Eleanor P Brenner
Title
President
Signed
2015-03-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eleanor P Brenner
Legal Domicile
Nm
Voting Board Members
20
Independent Board Members
20
Employees
0

Preparer

Firm
Weissman & Carlson CPAs PC
Address
1010 Marquez Place Unit A, Santa Fe, NM 87505
Preparer
Lesley Carlson
Phone
5059883771
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IRS990/Form990PartVIISectionAGrp/TitleTxt0Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt17Secretary
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IRS990/Form990PartVIISectionAGrp/TitleTxt19Treasurer
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IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt06803
IRS990/InsuranceGrp/TotalAmt06803
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt01479
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01479
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt064
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0393
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02497
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0985
IRS990/LandBldgEquipCostOrOtherBssAmt01378
IRS990/LegalDomicileStateCd0NM
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01641
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDES AFTER SCHOOL ACTIVITIES THAT COMBINES TUTORING WITH TENNIS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0530094
IRS990/NetAssetsOrFundBalancesEOYAmt0532463
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-1641
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1641
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt013252
IRS990/OfficeExpensesGrp/TotalAmt013252
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CONTRACT SERVICES
IRS990/OtherExpensesGrp/Desc1FUNDRAISING EXPENSES
IRS990/OtherExpensesGrp/Desc2FEES
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt030096
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt136440
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt225612
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3336
IRS990/OtherExpensesGrp/ProgramServicesAmt0195906
IRS990/OtherExpensesGrp/ProgramServicesAmt12255
IRS990/OtherExpensesGrp/TotalAmt0226002
IRS990/OtherExpensesGrp/TotalAmt136440
IRS990/OtherExpensesGrp/TotalAmt225612
IRS990/OtherExpensesGrp/TotalAmt32591
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0ELEANOR P BRENNER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0494088
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02090
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0361837
IRS990/PYRevenuesLessExpensesAmt0134341
IRS990/PYTotalExpensesAmt0361837
IRS990/PYTotalRevenueAmt0496178
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt02369
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0527597
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0531478
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0326755
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0494008
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0324350
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0186125
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0303116
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01634354
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01479
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02090
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0838
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01252
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01494
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt07153
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99560
IRS990ScheduleA/PublicSupportPY170Pct00.99440
IRS990ScheduleA/PublicSupportTotal170Amt01634354
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0326755
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0494008
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0324350
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0186125
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0303116
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01634354
IRS990ScheduleA/TotalSupportAmt01641507
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0985
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0393

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$9.63$0.58$9.05
2023Detailed filing. Detailed filing data is available for this year.$13.7$0.01$13.6$8.40$0.62$7.78
2022Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.73$2.80$0.39$2.41
2021Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$2.81$0.36$2.44
2020Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.46$0.36$0.11
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.58$0.36$0.22
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.46$0.44$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.41$0.41$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.58$0.41$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.25$0.31$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.33$0.32$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.50$0.36$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.00$0.40$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.00$0.30$0.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.00$0.28$0.20