Civic Intelligence

La Luz Foundation

990PF • Fiscal year 2016 • EIN 47-1457735

Jan 01, 2016 to Dec 31, 2016 • Filed on Aug 15, 2017

428 Sandoval No 200Santa Fe, NM 87501

(505) 984-1766

Siviq Scores

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

Liabilities / Assets

89th percentile

0.00x

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

2016 filings • NTEE T22 • <$500k nonprofits • 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

99th percentile

902%

Higher net margin than 99% of similar nonprofits.

2016 filings • NTEE T22 • <$500k nonprofits • Source year 2016

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

2016 filings • NTEE T22 • <$500k nonprofits • Source year 2016

Asset Growth

46th percentile

-4.5%

Faster asset growth than 46% of similar nonprofits.

2016 filings • NTEE T22 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Assets

Down

$218,000

Down $10,296 (-4.5%) from 2015

Net Assets

Down

$218,000

Down $10,296 (-4.5%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

-$3,477

Down $7,455 (-187%) from 2015

Expenses

Up

$27,890

Up $9,417 (+51%) from 2015

Net Income

Down

-$31,367

Down $16,872 (-116%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2014: $249,616Liabilities 2014: $0Net Assets 2014: $249,6162014Assets 2015: $228,296Liabilities 2015: $0Net Assets 2015: $228,2962015Assets 2016: $218,000Liabilities 2016: $0Net Assets 2016: $218,0002016Assets 2017: $251,829Liabilities 2017: $0Net Assets 2017: $251,8292017Assets 2018: $224,188Liabilities 2018: $0Net Assets 2018: $224,1882018Assets 2019: $271,824Liabilities 2019: $0Net Assets 2019: $271,8242019Assets 2020: $322,024Liabilities 2020: $187Net Assets 2020: $321,8372020Assets 2021: $366,575Liabilities 2021: $907Net Assets 2021: $365,6682021Assets 2022: $288,773Liabilities 2022: $1,496Net Assets 2022: $287,2772022Assets 2023: $381,947Liabilities 2023: $2,043Net Assets 2023: $379,9042023Assets 2024: $142,141Liabilities 2024: $10,115Net Assets 2024: $132,0262024

Highlighted filing

2016

Assets$218,000
Liabilities$0
Net Assets$218,000

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2014: $250,009Expenses 2014: $393Net Income 2014: $249,6162014Revenue 2015: $3,978Expenses 2015: $18,473Net Income 2015: -$14,4952015Revenue 2016: -$3,477Expenses 2016: $27,890Net Income 2016: -$31,3672016Revenue 2017: $10,123Expenses 2017: $20,941Net Income 2017: -$10,8182017Revenue 2018: $5,443Expenses 2018: $12,490Net Income 2018: -$7,0472018Revenue 2019: $27,151Expenses 2019: $15,822Net Income 2019: $11,3292019Revenue 2020: $12,505Expenses 2020: $18,489Net Income 2020: -$5,9842020Revenue 2021: $49,519Expenses 2021: $11,289Net Income 2021: $38,2302021Revenue 2022: $36,721Expenses 2022: $22,136Net Income 2022: $14,5852022Revenue 2023: $221,662Expenses 2023: $149,090Net Income 2023: $72,5722023Revenue 2024: $58,273Expenses 2024: $277,984Net Income 2024: -$219,7112024

Highlighted filing

2016

Revenue-$3,477
Expenses$27,890
Net Income-$31,367
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Aug 15, 2017
Return Version
2016v3.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Madeline FeijooPresident, SecretaryPT$0--
Kelsy YatesVice President-$0--
Porter YatesVice President-$0--
Courtney YatesVice President-$0--
Susan Hansen-ShikenjanskiTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
La Luz Foundation
EIN
47-1457735
Phone
5059841766
Address
428 Sandoval No 200, Santa Fe, NM 87501

Signing Officer

Name
Treasurer
Title
Treasurer
Phone
5059841766
Signed
2017-08-15
Discuss with paid preparer
Yes

Preparer

Firm
Redw LLC
Address
Post Office Box 93656, Albuquerque, NM 87199-3656
Preparer
Michael D Chelius CPA
Phone
5059983200
Raw XML Appendix378 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Madeline Feijoo
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Kelsy Yates
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Porter Yates
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Courtney Yates
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Susan Hansen-Shikenjanski
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President, Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Vice President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Treasurer
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0428 Sandoval St Suite 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1428 Sandoval St Suite 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2428 Sandoval St Suite 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3428 Sandoval St Suite 200
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4428 Sandoval St Suite 200
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0$4,731: Dividend income from the Foundation's investment account
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1$16: Non-dividend income from the Foundation's investment account
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2($8,224): Trading loss from the Foundation's investment account
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Susan Hansen-Shikenjanski Treasure
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0428 Sandoval Suite 200
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Santa Fe
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05059841766
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt37500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4Charitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5CharitableCharitableCharitable
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ARCA Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Lensic Performing Arts Program
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Imagination Library (co United Way of Santa Fe County)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Rio Rapids Northern Soccer Club
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Girls Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5Santa Fe Watershed Association
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt011300 Lomas Blvd NE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1211 W San Francisco St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2440 Cerrillos Road Suite A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32213 Brothers Road 100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4301 Hillside Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51413 Second Street Suite 3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Albuquerque
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Santa Fe
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Santa Fe
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Santa Fe
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Santa Fe
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Santa Fe
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd087112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd187501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd287501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd387505
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd487501
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd587505
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt024200
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010931
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt012082
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010931
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01187
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01187
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02014
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt0304
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0304
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt024200
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01187
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01187
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0304
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012082
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Investment Management Expense
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01704
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01704
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt016
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Non-dividend distributions
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt016
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt016
OtherIncreasesSchedule/OtherIncreasesDetail/Amt021071
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Unrealized Gains/Losses on USB Securities
TaxesSchedule/TaxesDetail/Amt0190
TaxesSchedule/TaxesDetail/Amt1135
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Excise Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0190
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Treasurer
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05059841766
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0La Luz Foundation
ReturnHeader/Filer/BusinessNameControlTxt0LALU
ReturnHeader/Filer/EIN0471457735
ReturnHeader/Filer/PhoneNum05059841766
ReturnHeader/Filer/USAddress/AddressLine1Txt0428 Sandoval No 200
ReturnHeader/Filer/USAddress/CityNm0Santa Fe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087501
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId094DAE6D39FE1B4643238BDE85B62EE539D402BDA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0422BD74BD046EC9B1038AE3836EDE9FD7999EC4A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.122.0.106
ReturnHeader/FilingSecurityInformation/IPDt02017-08-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm016:41:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0850203431
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REDW LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0Post Office Box 93656
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albuquerque
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0871993656
ReturnHeader/PreparerPersonGrp/PhoneNum05059983200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael D Chelius CPA
ReturnHeader/ReturnTs02017-08-25T11:07:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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