Civic Intelligence

First Serve - Nm Inc Co Eleanor Brenner

990 • Fiscal year 2017 • EIN 27-0044395

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

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.

2017 filings • NTEE N • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

30th percentile

0.00x

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

2017 filings • NTEE N • $500k-$1M nonprofits • Source year 2017

Net Margin

27th percentile

-1.4%

Higher net margin than 27% of similar nonprofits.

2017 filings • NTEE N • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

66th percentile

$0

Higher top officer pay than 66% of similar nonprofits.

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

2017 filings • NTEE N • $500k-$1M nonprofits • Source year 2017

Asset Growth

33rd percentile

-0.9%

Faster asset growth than 33% of similar nonprofits.

2017 filings • NTEE N • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

5th percentile

-30%

Faster revenue growth than 5% of similar nonprofits.

2017 filings • NTEE N • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Down

$644,164

Down $5,592 (-0.9%) from 2016

Net Assets

Down

$644,164

Down $5,592 (-0.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$408,649

Down $171,465 (-30%) from 2016

Expenses

Up

$414,241

Up $4,717 (+1.2%) from 2016

Net Income

Down

-$5,592

Down $176,182 (-103%) from 2016

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

2017

Assets$644,164
Liabilities$0
Net Assets$644,164

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

2017

Revenue$408,649
Expenses$414,241
Net Income-$5,592
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.2
Gross Receipts
$408,649
Mission and Program Overview

Mission

Provides after school activities that combines tutoring with tennis

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$649,367$643,928▼ $5,439
Land, Buildings, and Equipment, Net$389$236▼ $153
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$649,756$644,164▼ $5,592
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$649,756$644,164▼ $5,592
Total Net Assets Fund Balance$649,756$644,164▼ $5,592
Total Liabilities and Net Assets / Fund Balance$649,756$644,164▼ $5,592

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$236$1,142$1,378
Compensation and Service Providers

Board Members and Trustees

NameTitle
Eleanor P BrennerPresident
Angelique Cook LowryVice President
Antonio BuchananBoard Member
Jennifer TrujilloBoard Member
Karen HerhahnBoard Member
Mary Ann EdwardsBoard Member
Mary Caslin RossBoard Member
Melanie Peters ThorneBoard Member
Pamela Saunders-albinBoard Member
Paris HinsonBoard Member
Exilda MartinezSecretary
Scott FuquaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$405,532
Program Service Revenue
$0
Investment Income
$3,117
Other Revenue
$0
All Other Contributions
$405,532
Change in Net Assets
$-5,592

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$46,878Cash Value
Securities Publicly Traded1$7,721Fair Market Value
Total Noncash Contributions2$54,599-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$414,241
Total Fundraising Expense$46,878
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$8,330$9,433-$17,763
Fees for Services Other$15,283$1-$15,284
Insurance-$9,286-$9,286
Fees for Services Management-$8,985-$8,985
Office Expenses$44$8,367-$8,411
Fees for Services Accounting-$8,278-$8,278
Other Expenses$10$5,833$46,878$5,833
Fees for Services Legal-$4,846-$4,846
Depreciation Depletion-$153-$153
Total Functional Expenses$267,484$99,879$46,878$414,241
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
Yes
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 2: Description of Business or Family Relationship of Officers, Directors, Et

Kay crouch and gregory crouch were co-presidents from 7/17/18 to approximately 8/31/18 and are married to one another.

Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents

Board resolution dated july 17, 2018: former president eleanor brenner became chair emeritus, and kay crouch and gregory crouch became co-presidents.on approximately 8/31/18, eleanor resumed her role as president.

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
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Nm
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Mark Germer CPA LLC
Address
1010 Marquez Place Unit A, Santa Fe, NM 87505
Preparer
Debra A Weissman
Phone
5059883771
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IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CONTRACT SERVICES
IRS990/OtherExpensesGrp/Desc1FUNDRAISING EXPENSES
IRS990/OtherExpensesGrp/Desc2FEES
IRS990/OtherExpensesGrp/Desc3AUTO EXPENSE
IRS990/OtherExpensesGrp/FundraisingAmt046878
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt037701
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16996
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25833
IRS990/OtherExpensesGrp/ProgramServicesAmt0243817
IRS990/OtherExpensesGrp/ProgramServicesAmt110
IRS990/OtherExpensesGrp/TotalAmt0281518
IRS990/OtherExpensesGrp/TotalAmt146888
IRS990/OtherExpensesGrp/TotalAmt26996
IRS990/OtherExpensesGrp/TotalAmt35833
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/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0577137
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02977
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0409524
IRS990/PYRevenuesLessExpensesAmt0170590
IRS990/PYTotalExpensesAmt0409524
IRS990/PYTotalRevenueAmt0580114
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-5592
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0408649
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0649367
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0643928
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0405532
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0577137
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0252394
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0326755
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0494008
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02055826
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03117
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02977
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01533
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01479
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02090
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011196
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72230
IRS990ScheduleA/PublicSupportPY170Pct00.73190
IRS990ScheduleA/PublicSupportTotal170Amt01493031
IRS990ScheduleA/SubstantialContributorsTotAmt0562795
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0405532
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0577137
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0252394
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0326755
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0494008
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02055826
IRS990ScheduleA/TotalSupportAmt02067022
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0236
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01142
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01378
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0236
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0PROMOTIONAL EXPENSES
IRS990ScheduleM/OtherNonCashContriTableGrp/MethodOfDeterminingRevenuesTxt0CASH VALUE
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt046878
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/ContributionCnt01
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/MethodOfDeterminingRevenuesTxt0FAIR MARKET VALUE
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NonCashCheckboxInd0X
IRS990ScheduleM/SecuritiesPubliclyTradedGrp/NoncashContributionsRptF990Amt07721
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0KAY CROUCH AND GREGORY CROUCH WERE CO-PRESIDENTS FROM 7/17/18 TO APPROXIMATELY 8/31/18 AND ARE MARRIED TO ONE ANOTHER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD RESOLUTION DATED JULY 17, 2018: FORMER PRESIDENT ELEANOR BRENNER BECAME CHAIR EMERITUS, AND KAY CROUCH AND GREGORY CROUCH BECAME CO-PRESIDENTS.ON APPROXIMATELY 8/31/18, ELEANOR RESUMED HER ROLE AS PRESIDENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TREASURER REVIEWS THE 990 AND PRESENTS IT TO THE BOARD FOR APPROVAL
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NM
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0649756
IRS990/TotalAssetsEOYAmt0644164
IRS990/TotalAssetsGrp/BOYAmt0649756
IRS990/TotalAssetsGrp/EOYAmt0644164
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0405532
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt046878
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt099879
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0267484
IRS990/TotalFunctionalExpensesGrp/TotalAmt0414241
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0649756

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