Civic Intelligence

Sgms Foundation

990EZ • Fiscal year 2022 • EIN 34-2018608

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 09, 2023

Organization ProfileN/A
PO Box 3973Roswell, NM 88202

(575) 910-5769

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

91st percentile

80%

Higher net margin than 91% of similar nonprofits.

2022 filings • NTEE B20 • <$500k nonprofits • Source year 2022

Top Officer Pay

62nd percentile

$0

Higher top officer pay than 62% of similar nonprofits.

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

2022 filings • NTEE B20 • <$500k nonprofits • Source year 2022

Asset Growth

86th percentile

60%

Faster asset growth than 86% of similar nonprofits.

2022 filings • NTEE B • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

11th percentile

-57%

Faster revenue growth than 11% of similar nonprofits.

2022 filings • NTEE B • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$178,464

Up $67,078 (+60%) from 2021

Net Assets

Up

$178,464

Up $67,078 (+60%) from 2021

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin91st percentile

Revenue

Down

$83,775

Down $110,681 (-57%) from 2021

Expenses

Down

$16,697

Down $273,905 (-94%) from 2021

Net Income

Up

$67,078

Up $163,224 (+170%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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: $111,386Net Assets 2021: $111,3862021Assets 2022: $178,464Net Assets 2022: $178,4642022Assets 2023: $164,320Net Assets 2023: $164,3202023

Highlighted filing

2022

Assets$178,464
Liabilities-
Net Assets$178,464
Open 2022 Filing

Operations Trend

Revenue Growth11th percentile

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

$300K$200K$100K$0-$100KRevenue 2020: $179,916Expenses 2020: $1,700Net Income 2020: $178,2162020Revenue 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

2022

Revenue$83,775
Expenses$16,697
Net Income$67,078
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 9, 2023
Return Version
2021v4.0
Gross Receipts
$90,416
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
DEPRECIATION EXPENSE FOR ELECTRICAL WIRING FOR MODULAR BUILDINGS USED FOR EDUCATIONAL FUNCTIONS.-$1,339
THE CORPORATION MAY RECEIVE PROPERTY TO BE HELD AND ADMINISTERED FOR THE BENEFIT OF THE SCHOOL.--
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACQUELINE MILLERDirector-$0--
CYMANTHA DIAZ LIAKOSTreasurer/Di-$0--
KATHY LATIMERDirector-$0--
JESSICA MALONEYDirector-$0--
HEIDI MATTEUCCIDirector-$0--
BARBARA VICENTEPresident/Di-$0--
ELIZABETH MAUPINDirector-$0--
TERRY LACKEYDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner & Auctio$66,220$66,220$1,803$64,417
Newsletter$9,196$9,196$562$8,634
Total Events$75,416$75,416$6,641$68,775
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
2023-01-09
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 1,197 materials 1,705 reimbursements 987 non-investment depreciation 1,339 total 5,228”

Form 990-ez, Part II, Line 24

“Fixed assets 52,238 52,238 less accumulated depreciation 725 2,065 total 51,513 50,173”

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

“Depreciation expense for electrical wiring for modular buildings used for educational functions.”

Raw XML Appendix174 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0CYMANTHA LIAKOS
IRS990EZ/BooksInCareOfDetail/PhoneNum05759105769
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0407 N WASHINGTON AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROSWELL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd088201
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt059873
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0128291
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt015000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt067078
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0485
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0111386
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0178464
IRS990EZ/FundraisingGrossIncomeAmt075416
IRS990EZ/GrossReceiptsAmt090416
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0111386
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0178464
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0111386
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0178464
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
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/PersonNm6ELIZABETH MAUPIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7TERRY LACKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER/DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5PRESIDENT/DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt051513
IRS990EZ/OtherAssetsTotalDetail/EOYAmt050173
IRS990EZ/OtherExpensesTotalAmt05228
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/PrintingPublicationsPostageAmt0134
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE CORPORATION MAY RECEIVE PROPERTY TO BE HELD AND ADMINISTERED FOR THE BENEFIT OF THE SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1DEPRECIATION EXPENSE FOR ELECTRICAL WIRING FOR MODULAR BUILDINGS USED FOR EDUCATIONAL FUNCTIONS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt01339
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt010850
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt06641
IRS990EZ/SpecialEventsNetIncomeLossAmt068775
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt016697
IRS990EZ/TotalProgramServiceExpensesAmt01339
IRS990EZ/TotalRevenueAmt083775
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt015000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0184700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt044835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0244535
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0117674
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.90460
IRS990ScheduleA/PublicSupportPY170Pct00.16300
IRS990ScheduleA/PublicSupportTotal170Amt0221218
IRS990ScheduleA/SubstantialContributorsTotAmt023317
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt015000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0184700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt044835
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0244535
IRS990ScheduleA/TotalSupportAmt0244535
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
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt06641
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt0500
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt0500
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0DINNER & AUCTIO
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0NEWSLETTER
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt03776
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt03776
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt066220
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt09196
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt075416
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt066220
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt09196
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt075416
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt068775
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02365
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01803
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0562
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 1,197 MATERIALS 1,705 REIMBURSEMENTS 987 NON-INVESTMENT DEPRECIATION 1,339 TOTAL 5,228
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FIXED ASSETS 52,238 52,238 LESS ACCUMULATED DEPRECIATION 725 2,065 TOTAL 51,513 50,173
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/ExplanationTxt3DEPRECIATION EXPENSE FOR ELECTRICAL WIRING FOR MODULAR BUILDINGS USED FOR EDUCATIONAL FUNCTIONS.
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/BuildTS02023-03-07 01:45:13Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CYMANTHA DIAZ LIAKOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05759105769
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-01-09
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/PreparationDt02023-01-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN ROGERS MELTON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-01-12T18:52:43-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CYMANTHIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LIAKOS
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$178,464
Liabilities
-
Net assets
$178,464
Revenue
$83,775
Expenses
$16,697
Net income
$67,078
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
2022Detailed filing. Detailed filing data is available for this year.$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
2020Detailed filing. Detailed filing data is available for this year.$2.08$2.08$1.80$0.02$1.78