Civic Intelligence

Santa Fe Educational Services

990 • Fiscal year 2020 • EIN 46-4303416

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 10, 2021

Organization ProfileJOURNEYMONTESSORISCHOOL.ORG
223 N Guadalupe Unit 585Santa Fe, NM 87501

(505) 470-8928

Siviq Scores

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

Liabilities / Assets

68th percentile

0.00x

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

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

Liabilities / Revenue

66th percentile

0.00x

Higher debt load relative to revenue than 66% of similar nonprofits.

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

Net Margin

60th percentile

13%

Higher net margin than 60% 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

72nd percentile

25%

Faster asset growth than 72% of similar nonprofits.

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

Revenue Growth

79th percentile

15%

Faster revenue growth than 79% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$296,130

Up $58,948 (+25%) from 2019

Net Assets

Up

$294,814

Up $62,549 (+27%) from 2019

Liabilities

Down

$1,316

Down $3,601 (-73%) from 2019

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin60th percentile

Revenue

Up

$493,237

Up $62,790 (+15%) from 2019

Expenses

Up

$430,688

Up $63,624 (+17%) from 2019

Net Income

Down

$62,549

Down $834 (-1.3%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

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

$1.0M$500K$0-$500KAssets 2014: $21,878Liabilities 2014: $02014Assets 2015: $21,858Liabilities 2015: $02015Assets 2016: $82,150Liabilities 2016: $0Net Assets 2016: $82,1502016Assets 2017: $113,765Liabilities 2017: $2,174Net Assets 2017: $111,5912017Assets 2018: $172,078Liabilities 2018: $3,196Net Assets 2018: $168,8822018Assets 2019: $237,182Liabilities 2019: $4,917Net Assets 2019: $232,2652019Assets 2020: $296,130Liabilities 2020: $1,316Net Assets 2020: $294,8142020Assets 2021: $582,792Liabilities 2021: -$400Net Assets 2021: $583,1922021Assets 2022: $612,163Liabilities 2022: $6,667Net Assets 2022: $605,4962022Assets 2023: $724,222Liabilities 2023: $3,407Net Assets 2023: $720,8152023Assets 2024: $808,655Liabilities 2024: $8,930Net Assets 2024: $799,7252024

Highlighted filing

2020

Assets$296,130
Liabilities$1,316
Net Assets$294,814
Open 2020 Filing

Operations Trend

Revenue Growth79th percentile

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

$1.0M$500K$0-$500KRevenue 2014: $52,812Expenses 2014: $30,934Net Income 2014: $21,8782014Revenue 2015: $125,236Expenses 2015: $125,256Net Income 2015: -$202015Revenue 2016: $262,311Expenses 2016: $180,161Net Income 2016: $82,1502016Revenue 2017: $288,271Expenses 2017: $262,540Net Income 2017: $25,7312017Revenue 2018: $380,040Expenses 2018: $322,749Net Income 2018: $57,2912018Revenue 2019: $430,447Expenses 2019: $367,064Net Income 2019: $63,3832019Revenue 2020: $493,237Expenses 2020: $430,688Net Income 2020: $62,5492020Revenue 2021: $791,901Expenses 2021: $530,282Net Income 2021: $261,6192021Revenue 2022: $645,506Expenses 2022: $621,877Net Income 2022: $23,6292022Revenue 2023: $774,047Expenses 2023: $665,279Net Income 2023: $108,7682023Revenue 2024: $806,120Expenses 2024: $718,631Net Income 2024: $87,4892024

Highlighted filing

2020

Revenue$493,237
Expenses$430,688
Net Income$62,549
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 10, 2021
Return Version
2020v4.1
Gross Receipts
$493,237
Mission and Program Overview

Mission

EDUCATIONAL SERVICES

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$232,265$294,814▲ $62,549
Cash and Non-Interest-Bearing Accounts$176,502$172,212▼ $4,290
Savings and Temporary Cash Investments$28,174$31,568▲ $3,394
Total Assets$237,182$296,130▲ $58,948
Other Assets Total$32,506$92,350▲ $59,844
Liabilities
Other Liabilities$4,917$1,316▼ $3,601
Total Liabilities$4,917$1,316▼ $3,601
Net Assets / Fund Balance
Total Net Assets Fund Balance$232,265$294,814▲ $62,549
Total Liabilities and Net Assets / Fund Balance$237,182$296,130▲ $58,948

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$11--
Compensation and Service Providers
Top Officer Pay84th percentile

Board Members and Trustees

NameTitle
Beth ClaytonPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$61,586
Program Service Revenue
$431,641
Investment Income
$10
Other Revenue
$0
Change in Net Assets
$62,549
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$272,959
Other Expenses$157,729
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$242,270--$242,270
Occupancy$106,220--$106,220
Office Expenses$19,781--$19,781
Payroll Taxes$19,523--$19,523
Insurance$12,388--$12,388
Other Employee Benefits$11,166--$11,166
Other Expenses$1,001$2,850-$2,850
Travel$515--$515
All Other Expenses-$195-$195
Advertising$47--$47
Fees for Services Other$2--$2
Total Functional Expenses$426,389$4,299$0$430,688
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$1,881
Payroll Taxes$-565
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 900 Part VI Line 19

“Governing documents disclosure explanation documents are avaailable via website and are submitted for publication in local newspaper”

Filing and Contact Details

Filer

Filer Name
Santa Fe Educational Services
EIN
46-4303416
Phone
5054708928
Address
223 N GUADALUPE UNIT 585, Santa Fe, NM 87501
Doing Business As
Journey Montessori School

Signing Officer

Name
Beth Clayton
Title
President
Phone
5054708928
Signed
2021-11-10
Discuss with paid preparer
No

Organization Details

Principal Officer
Beth Clayton
Formed
2014
Legal Domicile
Nm
Voting Board Members
3
Independent Board Members
2
Employees
11

Preparer

Firm
H and R Block
Address
2109 A CERRILLOS RD, SANTA FE, NM 87505
Preparer
Monica Hardeman
Phone
5054716363
Supplemental Narrative

Additional Explanations

Form 990

“Organization's process is to review form 990”

Form 990

“The president of the board reviews the form 990 before filing”

Raw XML Appendix307 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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IRS990/BooksInCareOfDetail/PersonNm0BETH CLAYTON
IRS990/BooksInCareOfDetail/PhoneNum05054708928
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
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IRS990/FormationYr02014
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IRS990/FundraisingAmt04185
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IRS990/GoverningBodyVotingMembersCnt03
IRS990/GovernmentGrantsAmt057401
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IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0493237
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InsuranceGrp/ProgramServicesAmt012388
IRS990/InsuranceGrp/TotalAmt012388
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt010
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NM
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0232265
IRS990/NetAssetsOrFundBalancesEOYAmt0294814
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0106220
IRS990/OccupancyGrp/TotalAmt0106220
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IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/BOYAmt032506
IRS990/OtherAssetsTotalGrp/EOYAmt092350
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt011166
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IRS990/OtherExpensesGrp/Desc0CLASSROOM SUPPLIES
IRS990/OtherExpensesGrp/Desc1ACTIVITY EXPENSE
IRS990/OtherExpensesGrp/Desc2VEHICLE EXPENSE
IRS990/OtherExpensesGrp/Desc3COVID EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01254
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12850
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IRS990/OtherExpensesGrp/ProgramServicesAmt11001
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IRS990/OtherExpensesGrp/TotalAmt11001
IRS990/OtherExpensesGrp/TotalAmt21254
IRS990/OtherExpensesGrp/TotalAmt32850
IRS990/OtherLiabilitiesGrp/BOYAmt04917
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0242270
IRS990/OtherSalariesAndWagesGrp/TotalAmt0242270
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt019523
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0BETH CLAYTON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0611600
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0431641
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt015383
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt06
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IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt062549
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IRS990/RelatedEntityInd0false
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ARCHITECT FEES AND PERMITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1MATERIALS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2BUILDING
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IRS990ScheduleE/MaintainRacialCompRecsInd0true
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION'S PROCESS IS TO REVIEW FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT OF THE BOARD REVIEWS THE FORM 990 BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS DISCLOSURE EXPLANATION DOCUMENTS ARE AVAAILABLE VIA WEBSITE AND ARE SUBMITTED FOR PUBLICATION IN LOCAL NEWSPAPER
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 900 PART VI LINE 19
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IRS990/USAddress/ZIPCd087505
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0BETH CLAYTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05054708928
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA FE EDUCATIONAL SERVICES
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0464303416
ReturnHeader/Filer/PhoneNum05054708928
ReturnHeader/Filer/USAddress/AddressLine1Txt0223 N GUADALUPE UNIT 585
ReturnHeader/Filer/USAddress/CityNm0Santa Fe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087501
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270678626
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0H AND R BLOCK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02109 A CERRILLOS RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA FE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087505
ReturnHeader/PreparerPersonGrp/PhoneNum05054716363
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Monica Hardeman
ReturnHeader/ReturnTs02021-11-15T20:38:00Z
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BETH
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CLAYTON
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$296,130
Liabilities
$1,316
Net assets
$294,814
Revenue
$493,237
Expenses
$430,688
Net income
$62,549
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.09$0.09$8.00$8.06$7.19$0.87
2023Detailed filing. Detailed filing data is available for this year.$7.24$0.03$7.21$7.74$6.65$1.09
2022Detailed filing. Detailed filing data is available for this year.$6.12$0.07$6.05$6.46$6.22$0.24
2021Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$7.92$5.30$2.62
2020Detailed filing. Detailed filing data is available for this year.$2.96$0.01$2.95$4.93$4.31$0.63
2019Detailed filing. Detailed filing data is available for this year.$2.37$0.05$2.32$4.30$3.67$0.63
2018Detailed filing. Detailed filing data is available for this year.$1.72$0.03$1.69$3.80$3.23$0.57
2017Detailed filing. Detailed filing data is available for this year.$1.14$0.02$1.12$2.88$2.63$0.26
2016Summary only. Only limited summary data is available for this year.$0.82$0.00$0.82$2.62$1.80$0.82
2015Summary only. Only limited summary data is available for this year.$0.22$0.00$1.25$1.25$0.00
2014Summary only. Only limited summary data is available for this year.$0.22$0.00$0.53$0.31$0.22