Civic Intelligence

Santa Fe Forward

990EZ • Fiscal year 2015 • EIN 46-5719074

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 15, 2016

Organization ProfileN/A
PO Box 22265Santa Fe, NM 87502

(505) 221-1992

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

14th percentile

-25%

Higher net margin than 14% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

90th percentile

$42,000

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 42.4% of source-year revenue.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

3rd percentile

-85%

Faster asset growth than 3% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

67th percentile

14%

Faster revenue growth than 67% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$4,448

Down $24,422 (-85%) from 2014

Net Assets

$4,448

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $134 (-100%) from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin14th percentile

Revenue

Up

$98,954

Up $11,984 (+14%) from 2014

Expenses

Up

$123,242

Up $65,008 (+112%) from 2014

Net Income

Down

-$24,288

Down $53,024 (-185%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$30K$20K$10K$0Assets 2014: $28,870Liabilities 2014: $1342014Assets 2015: $4,448Liabilities 2015: $0Net Assets 2015: $4,4482015Assets 2016: $0Net Assets 2016: $02016

Highlighted filing

2015

Assets$4,448
Liabilities$0
Net Assets$4,448
Open 2015 Filing

Operations Trend

Revenue Growth67th percentile

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

$150K$100K$50K$0-$50KRevenue 2014: $86,970Expenses 2014: $58,234Net Income 2014: $28,7362014Revenue 2015: $98,954Expenses 2015: $123,242Net Income 2015: -$24,2882015Revenue 2016: $58,421Expenses 2016: $61,856Net Income 2016: -$3,4352016

Highlighted filing

2015

Revenue$98,954
Expenses$123,242
Net Income-$24,288
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 15, 2016
Return Version
2015v2.1
Gross Receipts
$98,954
Mission and Program Overview

Mission

TO EDUCATE AND ADVOCATE

Program Services

DescriptionGrantsExpenses
EDUCATED AND ADVOCATED FOR SOCIALLY RESPONSIBLE POLICIES IN SANTA FE, NM-$109,199
EDUCATED AND ADVOCATED FOR SOCIALLY RESPONSIBLE POLICIES IN SANTA FE, NM-$606
Compensation and Service Providers
Top Officer Pay90th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH AAGARDExec DirectoFT$42,000-$42,000
CAROL OPPENHEIMERPresident Of-$0--
EARL POTTERBoard-$0--
ESTEVAN GONZALESBoard-$0--
Filing and Contact Details

Filer

Filer Name
Santa Fe Forward
EIN
46-5719074
Phone
5052211992
Address
PO BOX 22265, SANTA FE, NM 87502

Signing Officer

Name
Carol Oppenheimer
Title
President of the Bd
Phone
5052211992
Signed
2016-08-15

Preparer

Firm
Robert S Clark CPA
Address
9201 MONTGOMERY BLVD NE STE 701, ALBUQUERQUE, NM 87111-2470
Preparer
Robert S Clark CPA
Phone
5058843703
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office expense 185 travel 808 insurance 595 fiscal sponsor fee 3,084 registration 60 dues and subscriptions 3,968 bank fees 31 misc 211 telephone 85 supplies 851 non-investment depreciation 606 total 10,484”

Form 990-ez, Part II, Line 24

“Laptops 0 606 less accumulated depreciation 0 606 total 0 0”

Form 990-ez, Part II, Line 26

“Payroll liabilities 134 0”

Form 990-ez, Part III, Line 31

“Educated and advocated for socially responsible policies in santa fe, nm”

Raw XML Appendix131 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0SARAH AAGARD
IRS990EZ/BooksInCareOfDetail/PhoneNum05052211992
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 2265
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA FE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd087502
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt028870
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt04448
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt098954
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-24288
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt025955
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt028870
IRS990EZ/Form990TotalAssetsGrp/EOYAmt04448
IRS990EZ/GrossReceiptsAmt098954
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt028736
IRS990EZ/NetAssetsOrFundBalancesEOYAmt04448
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt028736
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt04448
IRS990EZ/OccupancyRentUtltsAndMaintAmt02003
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt042000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARAH AAGARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROL OPPENHEIMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2EARL POTTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ESTEVAN GONZALES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXEC DIRECTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT OF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt010484
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO EDUCATE AND ADVOCATE
IRS990EZ/PrintingPublicationsPostageAmt03660
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EDUCATED AND ADVOCATED FOR SOCIALLY RESPONSIBLE POLICIES IN SANTA FE, NM
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1EDUCATED AND ADVOCATED FOR SOCIALLY RESPONSIBLE POLICIES IN SANTA FE, NM
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0109199
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1606
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt081140
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0134
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0123242
IRS990EZ/TotalProgramServiceExpensesAmt0109805
IRS990EZ/TotalRevenueAmt098954
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt098954
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt086971
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0185925
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0147361
IRS990ScheduleA/SubstantialContributorsTotAmt038564
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt098954
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt086971
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0185925
IRS990ScheduleA/TotalSupportAmt0185925
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/ExplanationTxt0EXPENSES OFFICE EXPENSE 185 TRAVEL 808 INSURANCE 595 FISCAL SPONSOR FEE 3,084 REGISTRATION 60 DUES AND SUBSCRIPTIONS 3,968 BANK FEES 31 MISC 211 TELEPHONE 85 SUPPLIES 851 NON-INVESTMENT DEPRECIATION 606 TOTAL 10,484
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1LAPTOPS 0 606 LESS ACCUMULATED DEPRECIATION 0 606 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYROLL LIABILITIES 134 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EDUCATED AND ADVOCATED FOR SOCIALLY RESPONSIBLE POLICIES IN SANTA FE, NM
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL OPPENHEIMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT OF THE BD
ReturnHeader/BusinessOfficerGrp/PhoneNum05052211992
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA FE FORWARD
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0465719074
ReturnHeader/Filer/PhoneNum05052211992
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 22265
ReturnHeader/Filer/USAddress/CityNm0SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087502
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461276554
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROBERT S CLARK CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09201 MONTGOMERY BLVD NE STE 701
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBUQUERQUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0871112470
ReturnHeader/PreparerPersonGrp/PhoneNum05058843703
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT S CLARK CPA
ReturnHeader/ReturnTs02016-09-06T17:05:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,448
Liabilities
$0
Net assets
$4,448
Revenue
$98,954
Expenses
$123,242
Net income
-$24,288
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.58$0.62$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.04$0.00$0.04$0.99$1.23$0.24
2014Summary only. Only limited summary data is available for this year.$0.29$0.00$0.87$0.58$0.29
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • <$500k nonprofits