Civic Intelligence

Sgms Foundation

990EZ • Fiscal year 2023 • EIN 34-2018608

Jul 01, 2022 to Jun 30, 2023 • Filed on Nov 08, 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 2023

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2023

Net Margin

6th percentile

-155%

Higher net margin than 6% of similar nonprofits.

2023 filings • NTEE B20 • <$500k nonprofits • Source year 2023

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

2023 filings • NTEE B20 • <$500k nonprofits • Source year 2023

Asset Growth

32nd percentile

-7.9%

Faster asset growth than 32% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

4th percentile

-89%

Faster revenue growth than 4% of similar nonprofits.

2023 filings • NTEE B • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$164,320

Down $14,144 (-7.9%) from 2022

Net Assets

Down

$164,320

Down $14,144 (-7.9%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Down

$9,119

Down $74,656 (-89%) from 2022

Expenses

Up

$23,262

Up $6,565 (+39%) from 2022

Net Income

Down

-$14,143

Down $81,221 (-121%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2023

Assets$164,320
Liabilities-
Net Assets$164,320
Open 2023 Filing

Operations Trend

Revenue Growth4th 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

2023

Revenue$9,119
Expenses$23,262
Net Income-$14,143
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Nov 8, 2023
Return Version
2022v5.0
Gross Receipts
$10,137
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.-$12,222
THE CORPORATION MAY RECEIVE PROPERTY TO BE HELD AND ADMINISTERED FOR THE BENEFIT OF THE SCHOOL.--
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JACQUELINE MILLERDirector-$0--
CYMANTHA DIAZ LIAKOSTreasurer/Di-$0--
JESSICA MALONEYDirector-$0--
HEIDI MATTEUCCIDirector-$0--
BARBARA VICENTEPresident/Di-$0--
TERRY LACKEYDirector-$0--
EMILY COMETTIDirector-$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
2023-11-08
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 1,235 materials 276 non-investment depreciation 12,222 total 13,733”

Form 990-ez, Part II, Line 24

“Fixed assets 52,238 63,121 less accumulated depreciation 2,065 14,287 total 50,173 48,834”

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 Appendix148 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum05759105769
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0407 N WASHINGTON AVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ROSWELL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd088201
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0128290
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JACQUELINE MILLER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HEIDI MATTEUCCI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BARBARA VICENTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TERRY LACKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6EMILY COMETTI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER/DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4PRESIDENT/DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt050173
IRS990EZ/OtherAssetsTotalDetail/EOYAmt048834
IRS990EZ/OtherExpensesTotalAmt013733
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/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/ProgramServiceExpensesAmt012222
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt08500
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt01018
IRS990EZ/SpecialEventsNetIncomeLossAmt05219
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt023262
IRS990EZ/TotalProgramServiceExpensesAmt012222
IRS990EZ/TotalRevenueAmt09119
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt03000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt015000
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0184700
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt044835
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0247535
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0124811
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.93590
IRS990ScheduleA/PublicSupportPY170Pct00.90460
IRS990ScheduleA/PublicSupportTotal170Amt0231658
IRS990ScheduleA/SubstantialContributorsTotAmt015877
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt03000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt015000
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0184700
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt044835
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0247535
IRS990ScheduleA/TotalSupportAmt0247535
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 1,235 MATERIALS 276 NON-INVESTMENT DEPRECIATION 12,222 TOTAL 13,733
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FIXED ASSETS 52,238 63,121 LESS ACCUMULATED DEPRECIATION 2,065 14,287 TOTAL 50,173 48,834
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CYMANTHA DIAZ LIAKOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER/DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05759105769
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-08
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02023-11-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KAREN ROGERS MELTON
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02023-11-14T13:24:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CYMANTHIA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0LIAKOS
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$164,320
Liabilities
-
Net assets
$164,320
Revenue
$9,119
Expenses
$23,262
Net income
-$14,143
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
2020Detailed filing. Detailed filing data is available for this year.$2.08$2.08$1.80$0.02$1.78
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits