Civic Intelligence

Brancati Foundation

990PF • Fiscal year 2020 • EIN 27-1876725

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 30, 2021

4936 Tobosa RdLas Cruces, NM 88011

(575) 532-6284

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

2020 filings • NTEE B • <$500k nonprofits • Source year 2020

Liabilities / Revenue

63rd percentile

0.00x

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

2020 filings • NTEE B • <$500k nonprofits • Source year 2020

Net Margin

96th percentile

92%

Higher net margin than 96% of similar nonprofits.

2020 filings • NTEE B • <$500k nonprofits • Source year 2020

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2020 filings • NTEE B • <$500k nonprofits • Source year 2020

Asset Growth

95th percentile

243%

Faster asset growth than 95% of similar nonprofits.

2020 filings • NTEE B • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

100th percentile

8180%

Faster revenue growth than 100% of similar nonprofits.

2020 filings • NTEE B • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$24,367

Up $17,271 (+243%) from 2019

Net Assets

Up

$24,367

Up $17,271 (+243%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$18,796

Up $18,569 (+8180%) from 2019

Expenses

Up

$1,525

Up $1,359 (+819%) from 2019

Net Income

Up

$17,271

Up $17,210 (+28213%) from 2019

Historical Trend

Balance Sheet Trend

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

$100K$50K$0Assets 2010: $0Liabilities 2010: $0Net Assets 2010: $02010Assets 2011: $30,000Liabilities 2011: $0Net Assets 2011: $30,0002011Assets 2012: $31,028Liabilities 2012: $0Net Assets 2012: $31,0282012Assets 2014: $13,845Liabilities 2014: $0Net Assets 2014: $13,8452014Assets 2015: $8,156Liabilities 2015: $0Net Assets 2015: $8,1562015Assets 2016: $7,327Liabilities 2016: $0Net Assets 2016: $7,3272016Assets 2017: $7,320Liabilities 2017: $0Net Assets 2017: $7,3202017Assets 2018: $7,035Liabilities 2018: $0Net Assets 2018: $7,0352018Assets 2019: $7,096Liabilities 2019: $0Net Assets 2019: $7,0962019Assets 2020: $24,367Liabilities 2020: $0Net Assets 2020: $24,3672020Assets 2021: $51,886Liabilities 2021: $0Net Assets 2021: $51,8862021Assets 2022: $58,869Liabilities 2022: $0Net Assets 2022: $58,8692022Assets 2023: $69,171Liabilities 2023: $0Net Assets 2023: $69,1712023Assets 2024: $80,680Liabilities 2024: $0Net Assets 2024: $80,6802024

Highlighted filing

2020

Assets$24,367
Liabilities$0
Net Assets$24,367

Operations Trend

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

$40K$30K$20K$10K$0-$10KExpenses 2010: $02010Expenses 2011: $2,7952011Expenses 2012: $4,0042012Revenue 2014: $636Expenses 2014: $1,596Net Income 2014: -$9602014Revenue 2015: $1,404Expenses 2015: $7,093Net Income 2015: -$5,6892015Revenue 2016: $251Expenses 2016: $1,080Net Income 2016: -$8292016Revenue 2017: $973Expenses 2017: $980Net Income 2017: -$72017Revenue 2018: $751Expenses 2018: $1,036Net Income 2018: -$2852018Revenue 2019: $227Expenses 2019: $166Net Income 2019: $612019Revenue 2020: $18,796Expenses 2020: $1,525Net Income 2020: $17,2712020Revenue 2021: $28,189Expenses 2021: $670Net Income 2021: $27,5192021Revenue 2022: $33,221Expenses 2022: $26,238Net Income 2022: $6,9832022Revenue 2023: $13,389Expenses 2023: $3,087Net Income 2023: $10,3022023Revenue 2024: $24,244Expenses 2024: $12,735Net Income 2024: $11,5092024

Highlighted filing

2020

Revenue$18,796
Expenses$1,525
Net Income$17,271
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 30, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERTA STATHISPresident-$0--
Filing and Contact Details

Filer

Filer Name
Brancati Foundation
EIN
27-1876725
Phone
5755326284
Address
4936 TOBOSA RD, LAS CRUCES, NM 88011

Signing Officer

Name
Roberta Stathis
Title
President
Phone
5755326284
Signed
2021-11-30

Preparer

Firm
Schwalm Martos & Co Pc
Address
560 N WATER ST, LAS CRUCES, NM 88001
Preparer
H Myrle Schwalm
Phone
5755252282
Raw XML Appendix201 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07096
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IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt025019
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07096
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt015732
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt08436
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt07296
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0236
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0775
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt015496
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt015732
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERTA STATHIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt04936 TOBOSA ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt04936 TOBOSA ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0LAS CRUCES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd088011
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01000
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01000
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/IndividualWithBooksNm0ROBERTA STATHIS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt04936 TOBOSA ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt04936 TOBOSA ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0LAS CRUCES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd088011
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NM
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05755326284
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.BRANCATI.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0GREG BLANCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0BOOK FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0IMMACULATE HEART OF MARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0LAS CRUCES NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LAS CRUCES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd088001
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01000
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/AppliedToCurrentYearAmt0774
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0774
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01022
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0619
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0699
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06468
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06468
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02566
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0226
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01022
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0619
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0699
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0226
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt09034
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt08808
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0INDIRECT LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0525
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERTA STATHIS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05755326284
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRANCATI FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BRAN
ReturnHeader/Filer/EIN0271876725
ReturnHeader/Filer/PhoneNum05755326284
ReturnHeader/Filer/USAddress/AddressLine1Txt04936 TOBOSA RD
ReturnHeader/Filer/USAddress/CityNm0LAS CRUCES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd088011
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/PreparationDt02021-11-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0H MYRLE SCHWALM
ReturnHeader/ReturnTs02021-11-30T15:24:45-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERTA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STATHIS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

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.$80.7$0.00$80.7$24.2$12.7$11.5
2023Detailed filing. Detailed filing data is available for this year.$69.2$0.00$69.2$13.4$3.09$10.3
2022Detailed filing. Detailed filing data is available for this year.$58.9$0.00$58.9$33.2$26.2$6.98
2021Detailed filing. Detailed filing data is available for this year.$51.9$0.00$51.9$28.2$0.67$27.5
2020Detailed filing. Detailed filing data is available for this year.$24.4$0.00$24.4$18.8$1.53$17.3
2019Detailed filing. Detailed filing data is available for this year.$7.10$0.00$7.10$0.23$0.17$0.06
2018Detailed filing. Detailed filing data is available for this year.$7.04$0.00$7.04$0.75$1.04$0.29
2017Detailed filing. Detailed filing data is available for this year.$7.32$0.00$7.32$0.97$0.98$0.01
2016Detailed filing. Detailed filing data is available for this year.$7.33$0.00$7.33$0.25$1.08$0.83
2015Detailed filing. Detailed filing data is available for this year.$8.16$0.00$8.16$1.40$7.09$5.69
2014Detailed filing. Detailed filing data is available for this year.$13.8$0.00$13.8$0.64$1.60$0.96
2012Detailed filing. Detailed filing data is available for this year.$31.0$0.00$31.0$4.00
2011Detailed filing. Detailed filing data is available for this year.$30.0$0.00$30.0$2.80
2010Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00