Civic Intelligence

Santa Fe Educational Services

990 • Fiscal year 2023 • EIN 46-4303416

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 25, 2024

Organization Profilejourneymontessorischool.org
539 Camino Tres ArroyosSanta Fe, NM 87507

(505) 470-8928

Siviq Scores

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

Liabilities / Assets

47th percentile

0.00x

Higher debt load relative to assets than 47% of similar nonprofits.

2023 filings • NTEE B • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

44th percentile

0.00x

Higher debt load relative to revenue than 44% of similar nonprofits.

2023 filings • NTEE B • $500k-$1M nonprofits • Source year 2023

Net Margin

64th percentile

14%

Higher net margin than 64% of similar nonprofits.

2023 filings • NTEE B • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$78,250

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 10.1% of source-year revenue.

2023 filings • NTEE B • $500k-$1M nonprofits • Source year 2023

Asset Growth

74th percentile

18%

Faster asset growth than 74% of similar nonprofits.

2023 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

66th percentile

20%

Faster revenue growth than 66% of similar nonprofits.

2023 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$724,222

Up $112,059 (+18%) from 2022

Net Assets

Up

$720,815

Up $115,319 (+19%) from 2022

Liabilities

Down

$3,407

Down $3,260 (-49%) from 2022

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin64th percentile

Revenue

Up

$774,047

Up $128,541 (+20%) from 2022

Expenses

Up

$665,279

Up $43,402 (+7.0%) from 2022

Net Income

Up

$108,768

Up $85,139 (+360%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth74th 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

2023

Assets$724,222
Liabilities$3,407
Net Assets$720,815
Open 2023 Filing

Operations Trend

Revenue Growth66th 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

2023

Revenue$774,047
Expenses$665,279
Net Income$108,768
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 25, 2024
Return Version
2023v5.1
Gross Receipts
$774,047
Mission and Program Overview

Mission

EDUCATIONAL SERVICES

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$605,496$720,815▲ $115,319
Cash and Non-Interest-Bearing Accounts$474,147$589,254▲ $115,107
Savings and Temporary Cash Investments$31,579$31,627▲ $48
Intangible Assets$5,187$2,091▼ $3,096
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$612,163$724,222▲ $112,059
Other Assets Total$101,250$101,250→ $0
Liabilities
Other Liabilities$6,667$3,062▼ $3,605
Unsecured Notes Loans Payable-$345-
Total Liabilities$6,667$3,407▼ $3,260
Net Assets / Fund Balance
Total Net Assets Fund Balance$605,496$720,815▲ $115,319
Total Liabilities and Net Assets / Fund Balance$612,163$724,222▲ $112,059

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$565--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Beth ClaytonDirectorFT$78,250$78,250
Revenue and Support

Revenue Composition

Contributions and Grants
$9,313
Program Service Revenue
$764,687
Investment Income
$47
Other Revenue
$0
All Other Contributions
$9,313
Change in Net Assets
$108,768
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$386,643
Other Expenses$267,969
Grants and Similar Amounts Paid$10,667
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$276,651--$276,651
Occupancy$150,530--$150,530
Current Officers, Directors, Trustees, and Key Employees$78,250--$78,250
Fees for Services Management$35,479--$35,479
Payroll Taxes$30,074--$30,074
Office Expenses$15,760--$15,760
Grants to Domestic Individuals$10,667--$10,667
Information Technology$7,064--$7,064
Conferences and Meetings$3,637--$3,637
Other Employee Benefits$1,668--$1,668
Fees for Services Accounting$1,516--$1,516
Advertising$951--$951
Other Expenses$900--$900
All Other Expenses$635--$635
Fees for Services Legal$59--$59
Total Functional Expenses$665,279$0$0$665,279
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
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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 990, Part VI, Section B, Line 11B

“Director reviews 990 for completeness and accuracy”

Form 990, Part VI, Section C, Line 19

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Santa Fe Educational Services
EIN
46-4303416
Phone
5054708928
Address
539 Camino Tres Arroyos, Santa Fe, NM 87507

Signing Officer

Name
Beth Clayton
Title
Director
Phone
5054708928
Signed
2024-11-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beth Clayton
Formed
2014
Legal Domicile
Nm
Voting Board Members
3
Independent Board Members
2
Employees
13

Preparer

Firm
Your Books 505
Address
2390 CAMINO CAPITAN APT 1, SANTA FE, NM 87505
Preparer
Cindy Ganesh
Phone
9704098799
Raw XML Appendix358 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/TotalLiabilitiesGrp/EOYAmt03407
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0605496
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0720815
IRS990/TotalProgramServiceExpensesAmt0665279
IRS990/TotalProgramServiceRevenueAmt0764687
IRS990/TotalReportableCompFromOrgAmt078250
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0764734
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0774047
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0612163
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0724222
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0345
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0539 Camino Tres Arroyos
IRS990/USAddress/CityNm0Santa Fe
IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd087507
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0journeymontessorischool.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Beth Clayton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum05054708928
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Santa Fe Educational Services
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0Journey Montessori School
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0464303416
ReturnHeader/Filer/PhoneNum05054708928
ReturnHeader/Filer/USAddress/AddressLine1Txt0539 Camino Tres Arroyos
ReturnHeader/Filer/USAddress/CityNm0Santa Fe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087507
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521066535
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0YOUR BOOKS 505
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02390 CAMINO CAPITAN APT 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA FE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087505
ReturnHeader/PreparerPersonGrp/PhoneNum09704098799
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Cindy Ganesh
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-25T17:25:57-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$724,222
Liabilities
$3,407
Net assets
$720,815
Revenue
$774,047
Expenses
$665,279
Net income
$108,768
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