Civic Intelligence

Life Circle

990EZ • Fiscal year 2022 • EIN 45-3265446

Jan 01, 2022 to Dec 31, 2022 • Filed on Aug 30, 2023

PO Box 6022Santa Fe, NM 87502

(505) 690-3323

Siviq Scores

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

Liabilities / Assets

68th percentile

0.04x

Higher debt load relative to assets than 68% of similar nonprofits.

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

Liabilities / Revenue

64th percentile

0.02x

Higher debt load relative to revenue than 64% of similar nonprofits.

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

Net Margin

12th percentile

-63%

Higher net margin than 12% of similar nonprofits.

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

Top Officer Pay

90th percentile

$46,042

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 69.1% of source-year revenue.

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

Asset Growth

10th percentile

-59%

Faster asset growth than 10% of similar nonprofits.

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

Revenue Growth

95th percentile

436%

Faster revenue growth than 95% of similar nonprofits.

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

Assets

Down

$35,928

Down $50,691 (-59%) from 2021

Net Assets

Down

$34,587

Down $52,032 (-60%) from 2021

Liabilities

$1,341

No earlier filing loaded for comparison.

Revenue

Up

$66,672

Up $54,233 (+436%) from 2021

Expenses

Up

$108,869

Up $81,003 (+291%) from 2021

Net Income

Down

-$42,197

Down $26,770 (-174%) from 2021

Historical Trend

Balance Sheet Trend

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

$200K$150K$100K$50K$0Assets 2011: $12,216Liabilities 2011: $02011Assets 2018: $82,126Net Assets 2018: $82,1262018Assets 2019: $42,723Net Assets 2019: $42,7232019Assets 2020: $104,566Net Assets 2020: $104,5662020Assets 2021: $86,619Net Assets 2021: $86,6192021Assets 2022: $35,928Liabilities 2022: $1,341Net Assets 2022: $34,5872022Assets 2023: $70,672Liabilities 2023: $228Net Assets 2023: $70,4442023Assets 2024: $185,521Liabilities 2024: $2,927Net Assets 2024: $182,5942024

Highlighted filing

2022

Assets$35,928
Liabilities$1,341
Net Assets$34,587

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $12,478Expenses 2011: $262Net Income 2011: $12,2162011Revenue 2018: $115,576Expenses 2018: $75,077Net Income 2018: $40,4992018Revenue 2019: $60,232Expenses 2019: $99,635Net Income 2019: -$39,4032019Revenue 2020: $82,300Expenses 2020: $23,077Net Income 2020: $59,2232020Revenue 2021: $12,439Expenses 2021: $27,866Net Income 2021: -$15,4272021Revenue 2022: $66,672Expenses 2022: $108,869Net Income 2022: -$42,1972022Revenue 2023: $228,514Expenses 2023: $192,225Net Income 2023: $36,2892023Revenue 2024: $425,332Expenses 2024: $312,931Net Income 2024: $112,4012024

Highlighted filing

2022

Revenue$66,672
Expenses$108,869
Net Income-$42,197
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Aug 30, 2023
Return Version
2022v5.0
Gross Receipts
$66,672
Mission and Program Overview

Mission

see Schedule O

Program Services

DescriptionGrantsExpenses
Coordinate with local organizations on care for the elderly in Northern New Mexico$3,750$74,795
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lea VanMerkestyExecutive DirectorFT$46,042-$46,042
Michael MunsonPresident/Director-$0--
Stephanie GreenTreasurer/DirectorPT$0--
Tammy KubetekSecretary-$0--
Kim BergeDirectorPT$0--
Laura MillerDirector-$0--
Celia OwensDirector-$0--
Julie RiegerDirector-$0--
Cindy RinaldiDirector-$0--
Filing and Contact Details

Filer

Filer Name
Life Circle
EIN
45-3265446
Phone
5056903323
Address
PO Box 6022, Santa Fe, NM 87502

Signing Officer

Name
Michael Munson
Title
President
Phone
5056903323
Signed
2023-08-30
Discuss with paid preparer
Yes

Preparer

Firm
Rainbow Bridge Services LLC
Address
PO Box 23749, Santa Fe, NM 87502
Preparer
Therese Francis
Phone
5056903923
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16, Other Expenses

Telephone 641

Form 990-EZ, Part I, Line 16, Other Expenses

Depreciation 6,155

Form 990-EZ, Part I, Line 16, Other Expenses

Advertising, marketing, promotion 736

Form 990-EZ, Part I, Line 16, Other Expenses

Bank charges fees 905

Form 990-EZ, Part I, Line 16, Other Expenses

Dues subscriptions 120

Form 990-EZ, Part I, Line 16, Other Expenses

Insurance 10,380

Form 990-EZ, Part I, Line 16, Other Expenses

Office supplies, postage related expenses 1,223

Form 990-EZ, Part I, Line 16, Other Expenses

Program expenses 2,304

Form 990-EZ, Part I, Line 16, Other Expenses

Licensure fees 551

Form 990-EZ, Part I, Line 16, Other Expenses

Onine apps, tools subscriptions 215

Form 990-EZ, Part I, Line 16, Other Expenses

Training development 600

Form 990-EZ, Part I, Line 16, Other Expenses

Payroll taxes 6,361

Form 990-EZ, Part I, Line 16, Other Expenses

Payroll processing fees 323

Form 990-EZ, Part I, Line 16, Other Expenses

Penalties 15

Form 990-EZ, Part II, Line 26, Liabilities

Payroll liabilities Beginning of year 9,835, End of year 1,341

Raw XML Appendix193 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/PhoneNum05054181300
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01800-A Espinacitas St
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Fe
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd087505
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt034587
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Michael Munson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Stephanie Green
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Lea VanMerkesty
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tammy Kubetek
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Kim Berge
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Laura Miller
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Celia Owens
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Julie Rieger
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8Cindy Rinaldi
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President/Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer/Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Executive Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt030529
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0see Schedule O
IRS990EZ/ProgramServiceRevenueAmt041772
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Coordinate with local organizations on care for the elderly in Northern New Mexico
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03750
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt074795
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt073791
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NM
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt01341
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TotalExpensesAmt0108869
IRS990EZ/TotalProgramServiceExpensesAmt074795
IRS990EZ/TotalRevenueAmt066672
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0https//www.lifecirclenm.org/
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt024884
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt012439
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt082300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt022175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0115576
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0257374
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt016
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt016
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt041772
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.80800
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0207966
IRS990ScheduleA/SubstantialContributorsTotAmt049408
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt024884
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt012439
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt082300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt022175
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0115576
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0257374
IRS990ScheduleA/TotalSupportAmt0257390
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/ExplanationTxt0Telephone 641
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Depreciation 6,155
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Advertising, marketing, promotion 736
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Bank charges fees 905
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Dues subscriptions 120
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Insurance 10,380
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Office supplies, postage related expenses 1,223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Program expenses 2,304
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Licensure fees 551
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Onine apps, tools subscriptions 215
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Training development 600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Payroll taxes 6,361
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Payroll processing fees 323
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Penalties 15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14Payroll liabilities Beginning of year 9,835, End of year 1,341
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990-EZ, Part I, Line 16, Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990-EZ, Part II, Line 26, Liabilities
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Michael Munson
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/PhoneNum05056903323
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Life Circle
ReturnHeader/Filer/BusinessNameControlTxt0LIFE
ReturnHeader/Filer/EIN0453265446
ReturnHeader/Filer/PhoneNum05056903323
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 6022
ReturnHeader/Filer/USAddress/CityNm0Santa Fe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087502
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0202072535
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rainbow Bridge Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 23749
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Fe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087502
ReturnHeader/PreparerPersonGrp/PhoneNum05056903923
ReturnHeader/PreparerPersonGrp/PreparationDt02023-09-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Therese Francis
ReturnHeader/ReturnTs02023-09-03T10:34:06-00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Michael
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Munson
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings