Civic Intelligence

Sgms Foundation

990EZ • Fiscal year 2021 • EIN 34-2018608

Jul 01, 2020 to Jun 30, 2021 • Filed on Feb 15, 2022

Organization ProfileN/A
PO Box 3973Roswell, NM 88202

(575) 910-5769

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Down

$98,133

Down $109,399 (-53%) from 2020

Net Assets

Down

$98,133

Down $109,399 (-53%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

Up

$192,929

Up $13,013 (+7.2%) from 2020

Expenses

Up

$302,328

Up $300,628 (+17684%) from 2020

Net Income

Down

-$109,399

Down $287,615 (-161%) from 2020

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2020: $207,532Net Assets 2020: $207,5322020Assets 2021: $98,133Net Assets 2021: $98,1332021Assets 2021: $111,386Net Assets 2021: $111,3862021Assets 2022: $178,464Net Assets 2022: $178,4642022Assets 2023: $164,320Net Assets 2023: $164,3202023

Highlighted filing

2021

Assets$98,133
Liabilities-
Net Assets$98,133
Open 2021 Filing

Operations Trend

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

$400K$200K$0-$200KRevenue 2020: $179,916Expenses 2020: $1,700Net Income 2020: $178,2162020Revenue 2021: $192,929Expenses 2021: $302,328Net Income 2021: -$109,3992021Revenue 2021: $194,456Expenses 2021: $290,602Net Income 2021: -$96,1462021Revenue 2022: $83,775Expenses 2022: $16,697Net Income 2022: $67,0782022Revenue 2023: $9,119Expenses 2023: $23,262Net Income 2023: -$14,1432023

Highlighted filing

2021

Revenue$192,929
Expenses$302,328
Net Income-$109,399
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Feb 15, 2022
Return Version
2020v4.0
Gross Receipts
$197,100
Mission and Program Overview

Mission

To aid in the fulfillment of the educational functions of the new mexico charter school known as the sidney gutierrez middle school, and to support the school, its students, staff and programs.

Program Services

DescriptionGrantsExpenses
PROPERTY LEASED AND PLACED IN SERVICE FOR ELEMENTARY SCHOOL EXPANSION.-$245,098
TO AID IN THE FULFILLMENT OF EDUCATIONAL FUNCTIONS OF SIDNEY GUTIERREZ SCHOOL AND TO SUPPORT THE SCHOOL, STUDENTS, STAFF AND PROGRAMS.-$54,783
LEASEHOLD IMPROVEMENTS FOR ELEMENTARY EXPANSION.-$726
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACQUELINE MILLERPresident/Di-$0--
CYMANTHA DIAZ LIAKOSTreasurer/Di-$0--
KATHY LATIMERDirector-$0--
JESSICA MALONEYDirector-$0--
HEIDI MATTEUCCIDirector-$0--
BARBARA VICENTEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Sgms Foundation
EIN
34-2018608
Address
PO BOX 3973, ROSWELL, NM 88202

Signing Officer

Name
Cymantha Diaz Liakos
Title
Treasurer/director
Phone
5759105769
Signed
2022-02-15
Discuss with paid preparer
Yes

Preparer

Firm
Ritter & Company LLC
Address
PO BOX 1836, ROSWELL, NM 88202-1836
Preparer
Karen Rogers Melton
Phone
5756228500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 1,163 bank fees 75 non-investment depreciation 726 total 1,964”

Form 990-ez, Part II, Line 24

“Electrical wiring for modular buildi 0 52,238 less accumulated depreciation 0 726 total 0 51,512”

Form 990-ez, Part III

“To aid in the fulfillment of the educational functions of the new mexico charter school known as the sidney gutierrez middle school, and to support the school, its students, staff and programs.”

Form 990-ez, Part III, Line 31

“Leasehold improvements for elementary expansion.”

Raw XML Appendix157 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.

Path#Value
CompensationExplanation/CompensationExplanationGrp/PersonNm0JACQUELINE MILLER
CompensationExplanation/CompensationExplanationGrp/PersonNm1CYMANTHA DIAZ LIAKOS
CompensationExplanation/CompensationExplanationGrp/PersonNm2KATHY LATIMER
CompensationExplanation/CompensationExplanationGrp/PersonNm3JESSICA MALONEY
CompensationExplanation/CompensationExplanationGrp/PersonNm4HEIDI MATTEUCCI
CompensationExplanation/CompensationExplanationGrp/PersonNm5BARBARA VICENTE
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CYMANTHA LIAKOS
IRS990EZ/BooksInCareOfDetail/PhoneNum05759105769
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0407 N WASHINGTON AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROSWELL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
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IRS990EZ/FiledScheduleAInd0true
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACQUELINE MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CYMANTHA DIAZ LIAKOS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHY LATIMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JESSICA MALONEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4HEIDI MATTEUCCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BARBARA VICENTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT/DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER/DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt051512
IRS990EZ/OtherExpensesTotalAmt01964
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO AID IN THE FULFILLMENT OF THE EDUCATIONAL FUNCTIONS OF THE NEW MEXICO CHARTER SCHOOL KNOWN AS THE SIDNEY GUTIERREZ MIDDLE SCHOOL, AND TO SUPPORT THE SCHOOL, ITS STUDENTS, STAFF AND PROGRAMS.
IRS990EZ/PrintingPublicationsPostageAmt034639
IRS990EZ/ProgramServiceRevenueAmt04700
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROPERTY LEASED AND PLACED IN SERVICE FOR ELEMENTARY SCHOOL EXPANSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1TO AID IN THE FULFILLMENT OF EDUCATIONAL FUNCTIONS OF SIDNEY GUTIERREZ SCHOOL AND TO SUPPORT THE SCHOOL, STUDENTS, STAFF AND PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2LEASEHOLD IMPROVEMENTS FOR ELEMENTARY EXPANSION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0245098
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt154783
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2726
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt020250
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt04171
IRS990EZ/SpecialEventsNetIncomeLossAmt08229
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0302328
IRS990EZ/TotalProgramServiceExpensesAmt0300607
IRS990EZ/TotalRevenueAmt0192929
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt030000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt044835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt074835
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt042258
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.29320
IRS990ScheduleA/PublicSupportPY170Pct00.38240
IRS990ScheduleA/PublicSupportTotal170Amt021939
IRS990ScheduleA/SubstantialContributorsTotAmt052896
IRS990ScheduleA/ThirtyThrPctSuprtTestsPY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt030000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt044835
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt074835
IRS990ScheduleA/TotalSupportAmt074835
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 1,163 BANK FEES 75 NON-INVESTMENT DEPRECIATION 726 TOTAL 1,964
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ELECTRICAL WIRING FOR MODULAR BUILDI 0 52,238 LESS ACCUMULATED DEPRECIATION 0 726 TOTAL 0 51,512
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO AID IN THE FULFILLMENT OF THE EDUCATIONAL FUNCTIONS OF THE NEW MEXICO CHARTER SCHOOL KNOWN AS THE SIDNEY GUTIERREZ MIDDLE SCHOOL, AND TO SUPPORT THE SCHOOL, ITS STUDENTS, STAFF AND PROGRAMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LEASEHOLD IMPROVEMENTS FOR ELEMENTARY EXPANSION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CYMANTHA DIAZ LIAKOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05759105769
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SGMS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SGMS
ReturnHeader/Filer/EIN0342018608
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3973
ReturnHeader/Filer/USAddress/CityNm0ROSWELL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd088202
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0272067951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RITTER & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1836
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ROSWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0882021836
ReturnHeader/PreparerPersonGrp/PhoneNum05756228500
ReturnHeader/PreparerPersonGrp/PreparationDt02022-02-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN ROGERS MELTON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-02-10T08:51:27-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CYMANTHIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LIAKOS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$98,133
Liabilities
-
Net assets
$98,133
Revenue
$192,929
Expenses
$302,328
Net income
-$109,399
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$1.64$1.64$0.09$0.23$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.78$1.78$0.84$0.17$0.67
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$1.11$1.94$2.91$0.96
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.98$1.93$3.02$1.09
2020Detailed filing. Detailed filing data is available for this year.$2.08$2.08$1.80$0.02$1.78