Civic Intelligence

Santa Fe Educational Services

990 • Fiscal year 2024 • EIN 46-4303416

Jan 01, 2024 to Dec 31, 2024 • Filed on Sep 07, 2025

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

53rd percentile

0.01x

Higher debt load relative to assets than 53% of similar nonprofits.

2024 filings • NTEE B • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.01x

Higher debt load relative to revenue than 51% of similar nonprofits.

2024 filings • NTEE B • $500k-$1M nonprofits • Source year 2024

Net Margin

57th percentile

11%

Higher net margin than 57% of similar nonprofits.

2024 filings • NTEE B • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2024 filings • NTEE B • $500k-$1M nonprofits • Source year 2024

Asset Growth

62nd percentile

12%

Faster asset growth than 62% of similar nonprofits.

2024 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

42nd percentile

4.1%

Faster revenue growth than 42% of similar nonprofits.

2024 filings • NTEE B • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$808,655

Up $84,433 (+12%) from 2023

Net Assets

Up

$799,725

Up $78,910 (+11%) from 2023

Liabilities

Up

$8,930

Up $5,523 (+162%) from 2023

Revenue And Expenses
Liabilities / Revenue51st percentileNet Margin57th percentile

Revenue

Up

$806,120

Up $32,073 (+4.1%) from 2023

Expenses

Up

$718,631

Up $53,352 (+8.0%) from 2023

Net Income

Down

$87,489

Down $21,279 (-20%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth62nd 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

2024

Assets$808,655
Liabilities$8,930
Net Assets$799,725
Open 2024 Filing

Operations Trend

Revenue Growth42nd 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

2024

Revenue$806,120
Expenses$718,631
Net Income$87,489
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 7, 2025
Return Version
2024v5.2
Gross Receipts
$806,120
Mission and Program Overview

Mission

EDUCATIONAL SERVICES

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$720,815$799,725▲ $78,910
Savings and Temporary Cash Investments$31,627$549,058▲ $517,431
Cash and Non-Interest-Bearing Accounts$589,254$155,816▼ $433,438
Intangible Assets$2,091$2,091→ $0
Loans From Officers Directors-$1,097-
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$724,222$808,655▲ $84,433
Other Assets Total$101,250$101,690▲ $440
Liabilities
Other Liabilities$3,062$7,128▲ $4,066
Unsecured Notes Loans Payable$345$705▲ $360
Total Liabilities$3,407$8,930▲ $5,523
Net Assets / Fund Balance
Total Net Assets Fund Balance$720,815$799,725▲ $78,910
Total Liabilities and Net Assets / Fund Balance$724,222$808,655▲ $84,433

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$60,299--
Compensation and Service Providers
Top Officer Pay58th percentile

Board Members and Trustees

NameTitle
Beth A ClaytonPresident
Revenue and Support

Revenue Composition

Contributions and Grants
$37,508
Program Service Revenue
$749,682
Investment Income
$18,930
Other Revenue
$0
All Other Contributions
$37,508
Change in Net Assets
$87,489
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$463,562
Other Expenses$254,952
Total Fundraising Expense$2,142
Grants and Similar Amounts Paid$117
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$329,488$81,500-$410,988
Occupancy$109,737$35,847$732$146,316
Payroll Taxes$37,252$6,964-$44,216
Fees for Services Management-$34,624-$34,624
Office Expenses-$15,019-$15,019
Other Employee Benefits$8,358--$8,358
Information Technology$4,737$1,450$1,101$7,288
Conferences and Meetings-$1,843-$1,843
Fees for Services Legal-$943-$943
Fees for Services Accounting-$904-$904
Other Expenses$7,024$800-$800
Advertising--$309$309
All Other Expenses-$132-$132
Grants to Domestic Individuals$117--$117
Total Functional Expenses$536,463$180,026$2,142$718,631
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
Loans from Officers, Directors, Trustees, and Key Employees-$1,097-
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
NM Accrued taxes$7,127
Rounding$1
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
President
Signed
2025-09-07
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
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“2024 Liabilities = -$8579”

Raw XML Appendix373 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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IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Director reviews 990 for completeness and accuracy
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt22024 Liabilities = -$8579
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, Line 9
IRS990/SchoolOperatingInd0true
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NM
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0724222
IRS990/TotalAssetsEOYAmt0808655
IRS990/TotalAssetsGrp/BOYAmt0724222
IRS990/TotalAssetsGrp/EOYAmt0808655
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt037508
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02142
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0180026
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0536463
IRS990/TotalFunctionalExpensesGrp/TotalAmt0718631
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03407
IRS990/TotalLiabilitiesEOYAmt08930
IRS990/TotalLiabilitiesGrp/BOYAmt03407
IRS990/TotalLiabilitiesGrp/EOYAmt08930
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0720815
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0799725
IRS990/TotalProgramServiceExpensesAmt0536463
IRS990/TotalProgramServiceRevenueAmt0749682
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0768612
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0806120
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0724222
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0808655
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0345
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0705
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0journeymontessorischool.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Beth Clayton
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-07
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/ReturnTs02025-09-07T11:49:59-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Filings

Displayed year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$808,655
Liabilities
$8,930
Net assets
$799,725
Revenue
$806,120
Expenses
$718,631
Net income
$87,489
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2024 filings • 501(c)3 • $500k-$1M nonprofits