Civic Intelligence

Santa Fe Forward

990EZ • Fiscal year 2016 • EIN 46-5719074

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 04, 2017

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

29th percentile

-5.9%

Higher net margin than 29% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

12th percentile

-41%

Faster revenue growth than 12% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $4,448 (-100%) from 2015

Net Assets

Down

$0

Down $4,448 (-100%) from 2015

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin29th percentile

Revenue

Down

$58,421

Down $40,533 (-41%) from 2015

Expenses

Down

$61,856

Down $61,386 (-50%) from 2015

Net Income

Up

-$3,435

Up $20,853 (+86%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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: $4,448Net Assets 2015: $4,4482015Assets 2016: $0Net Assets 2016: $02016

Highlighted filing

2016

Assets$0
Liabilities-
Net Assets$0
Open 2016 Filing

Operations Trend

Revenue Growth12th 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

2016

Revenue$58,421
Expenses$61,856
Net Income-$3,435
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 4, 2017
Return Version
2016v3.0
Gross Receipts
$58,421
Mission and Program Overview

Mission

TO EDUCATE AND ADVOCATE

Program Services

DescriptionGrantsExpenses
EDUCATED AND ADVOCATED FOR SOCIALLY RESPONSIBLE POLICIES IN SANTA FE, NM-$54,477
EDUCATED AND ADVOCATED FOR SOCIALLY RESPONSIBLE POLICIES IN SANTA FE, NM--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARAH AAGARDExec Directo-$0--
CAROL OPPENHEIMERPresident Of-$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
2017-06-04

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 205 travel 330 insurance 595 workmans comp 1,276 dues and subscriptions 996 bank fees 10 books & reference 2,088 supplies 131 total 5,631”

Form 990-ez, Part I, Line 20

“Transfer of assets -1,012”

Form 990-ez, Part II, Line 24

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

Form 990-ez, Part III, Line 31

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

Raw XML Appendix136 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/BOYAmt04447
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt057943
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-3435
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08580
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/FinalReturnInd0X
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt04447
IRS990EZ/Form990TotalAssetsGrp/EOYAmt00
IRS990EZ/GrossReceiptsAmt058421
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt04447
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt04447
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt00
IRS990EZ/OccupancyRentUtltsAndMaintAmt01075
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SARAH AAGARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CAROL OPPENHEIMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXEC DIRECTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT OF
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-1012
IRS990EZ/OtherExpensesTotalAmt05631
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO EDUCATE AND ADVOCATE
IRS990EZ/PrintingPublicationsPostageAmt0271
IRS990EZ/ProgramServiceRevenueAmt0478
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/ProgramServiceExpensesAmt054477
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt046299
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt061856
IRS990EZ/TotalProgramServiceExpensesAmt054477
IRS990EZ/TotalRevenueAmt058421
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt057943
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt098954
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt086971
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0243868
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84660
IRS990ScheduleA/PublicSupportTotal170Amt0206462
IRS990ScheduleA/SubstantialContributorsTotAmt037406
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt057943
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt098954
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt086971
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0243868
IRS990ScheduleA/TotalSupportAmt0243868
IRS990ScheduleN/AssetsDistributedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessor2Ind0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02016-12-31
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt01012
IRS990ScheduleN/DispositionOfAssetsDetail/PersonNm0YOUTHWORKS
IRS990ScheduleN/EmployeeOfSuccessor2Ind0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0false
IRS990ScheduleN/OwnerOfSuccessor2Ind0false
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensation2Ind0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 205 TRAVEL 330 INSURANCE 595 WORKMANS COMP 1,276 DUES AND SUBSCRIPTIONS 996 BANK FEES 10 BOOKS & REFERENCE 2,088 SUPPLIES 131 TOTAL 5,631
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRANSFER OF ASSETS -1,012
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LAPTOPS 606 606 LESS ACCUMULATED DEPRECIATION 606 606 TOTAL 0 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 I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL OPPENHEIMER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT OF THE BD
ReturnHeader/BusinessOfficerGrp/PhoneNum05052211992
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-04
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0AF948304BE432399A7D557A03F6621A75C2C8243
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05B01429387C3386976AB50C0ED72974E8A899627
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/PreparationDt02017-07-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT S CLARK CPA
ReturnHeader/ReturnTs02017-07-19T10:47:24-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
-
Net assets
$0
Revenue
$58,421
Expenses
$61,856
Net income
-$3,435
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.58$0.62$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.04$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