Civic Intelligence

Sam Thompson Memorial Foundation for Disabled Jockeys

990EZ • Fiscal year 2017 • EIN 47-2417170

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 26, 2018

Organization ProfileWWW.THESTFOUNDATION.ORG
903 Mesa Roja Trail NERio Rancho, NM 87124

(626) 536-7858

Siviq Scores

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

Liabilities / Assets

68th percentile

0.03x

Higher debt load relative to assets than 68% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

73rd percentile

0.03x

Higher debt load relative to revenue than 73% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

83rd percentile

30%

Higher net margin than 83% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

81st percentile

40%

Faster asset growth than 81% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

76th percentile

26%

Faster revenue growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$85,814

Up $24,398 (+40%) from 2016

Net Assets

$83,488

No earlier filing loaded for comparison.

Liabilities

Up

$2,326

Up $1,370 (+143%) from 2016

Revenue And Expenses
Liabilities / Revenue73rd percentileNet Margin83rd percentile

Revenue

Up

$77,480

Up $15,790 (+26%) from 2016

Expenses

Up

$54,452

Up $25,611 (+89%) from 2016

Net Income

Down

$23,028

Down $9,821 (-30%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$100K$50K$0Assets 2014: $200Liabilities 2014: $02014Assets 2015: $27,811Liabilities 2015: $200Net Assets 2015: $27,6112015Assets 2016: $61,416Liabilities 2016: $9562016Assets 2017: $85,814Liabilities 2017: $2,326Net Assets 2017: $83,4882017Assets 2018: $69,136Liabilities 2018: $1,065Net Assets 2018: $68,0712018Assets 2019: $63,083Liabilities 2019: $1,065Net Assets 2019: $62,0182019Assets 2020: $41,059Liabilities 2020: $1,0652020Assets 2021: $11,218Liabilities 2021: $1,066Net Assets 2021: $10,1522021Assets 2022: $35,574Liabilities 2022: $1,065Net Assets 2022: $34,5092022

Highlighted filing

2017

Assets$85,814
Liabilities$2,326
Net Assets$83,488
Open 2017 Filing

Operations Trend

Revenue Growth76th percentile

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

$100K$50K$0-$50KRevenue 2014: $0Expenses 2014: $0Net Income 2014: $02014Revenue 2015: $41,600Expenses 2015: $13,989Net Income 2015: $27,6112015Revenue 2016: $61,690Expenses 2016: $28,841Net Income 2016: $32,8492016Revenue 2017: $77,480Expenses 2017: $54,452Net Income 2017: $23,0282017Revenue 2018: $79,774Expenses 2018: $96,452Net Income 2018: -$16,6782018Revenue 2019: $59,001Expenses 2019: $65,054Net Income 2019: -$6,0532019Revenue 2020: $72,049Expenses 2020: $94,073Net Income 2020: -$22,0242020Revenue 2021: $16,933Expenses 2021: $19,420Net Income 2021: -$2,4872021Revenue 2022: $44,658Expenses 2022: $20,302Net Income 2022: $24,3562022

Highlighted filing

2017

Revenue$77,480
Expenses$54,452
Net Income$23,028
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 26, 2018
Return Version
2017v2.3
Gross Receipts
$81,548
Mission and Program Overview

Mission

The sam thompson memorial foundation is a philanthropic organization focused on the health, education and welfare of those involved in the horse racing community.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIP PAYMENTS-$35,100
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LAURA JOINERPresidentPT$0--
JIM ANDERSONVice PresidePT$0--
LAURA JOINERTreasurerPT$0--
MIKE ABADIRSecretaryPT$0--
LINDA JOINERDirectorPT$0--
DAVE WEAVERDirectorPT$0--
NOLTON PATIODirectorPT$0--
FRANCIS VAUGHNDirectorPT$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$76,633$76,633$4,398$72,235
Total Events$76,633$76,633$4,398$72,235
Filing and Contact Details

Filer

Filer Name
Sam Thompson Memorial Foundation
EIN
47-2417170
Phone
6265367858
Address
903 MESA ROJA TRAIL NE, RIO RANCHO, NM 87124

Signing Officer

Name
Laura Joiner
Title
Treasurer
Phone
7148700285
Signed
2018-09-26

Preparer

Firm
Newman & Associates CPA Pc
Address
3141 TIGER RUN CT STE 102, CARLSBAD, CA 92010-6649
Preparer
Jeremy Newman
Phone
7602744029
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses advertising/marketing 372 misc. Office expense 396 travel/meeting expense 694 scholarship 35,100 total 36,562”

Form 990-ez, Part II, Line 24

“Computer hardware 562 562 total 562 562”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 956 957 unsecured notes and loans payable 1,369 1,369”

Form 990-ez, Part III

“The sam thompson memorial foundation is a philanthropic organization focused on the health, education and welfare of those involved in the horse racing community.”

Raw XML Appendix172 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0RIO RANCHO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
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IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt062223
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LINDA JOINER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVE WEAVER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6NOLTON PATIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7FRANCIS VAUGHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0562
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0562
IRS990EZ/OtherExpensesTotalAmt036562
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE SAM THOMPSON MEMORIAL FOUNDATION IS A PHILANTHROPIC ORGANIZATION FOCUSED ON THE HEALTH, EDUCATION AND WELFARE OF THOSE INVOLVED IN THE HORSE RACING COMMUNITY.
IRS990EZ/PrintingPublicationsPostageAmt01553
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035100
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
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IRS990EZ/SpecialEventsNetIncomeLossAmt072565
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt02325
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IRS990EZ/TanningServicesProvidedInd0false
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IRS990EZ/TotalProgramServiceExpensesAmt035100
IRS990EZ/TotalRevenueAmt077480
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THESTFOUNDATION.ORG
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04915
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05917
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016182
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt076633
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt080833
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt060376
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0217842
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
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IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt076633
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt04398
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING/MARKETING 372 MISC. OFFICE EXPENSE 396 TRAVEL/MEETING EXPENSE 694 SCHOLARSHIP 35,100 TOTAL 36,562
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPUTER HARDWARE 562 562 TOTAL 562 562
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS PAYABLE AND ACCRUED EXPENSES 956 957 UNSECURED NOTES AND LOANS PAYABLE 1,369 1,369
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE SAM THOMPSON MEMORIAL FOUNDATION IS A PHILANTHROPIC ORGANIZATION FOCUSED ON THE HEALTH, EDUCATION AND WELFARE OF THOSE INVOLVED IN THE HORSE RACING COMMUNITY.
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
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0LAURA JOINER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07148700285
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SAM THOMPSON MEMORIAL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOR DISABLED JOCKEYS
ReturnHeader/Filer/BusinessNameControlTxt0SAMT
ReturnHeader/Filer/EIN0472417170
ReturnHeader/Filer/PhoneNum06265367858
ReturnHeader/Filer/USAddress/AddressLine1Txt0903 MESA ROJA TRAIL NE
ReturnHeader/Filer/USAddress/CityNm0RIO RANCHO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087124
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ReturnHeader/FilingSecurityInformation/IPDt02018-10-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:24:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0263519134
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0NEWMAN & ASSOCIATES CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03141 TIGER RUN CT STE 102
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARLSBAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0920106649
ReturnHeader/PreparerPersonGrp/PhoneNum07602744029
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEREMY NEWMAN
ReturnHeader/ReturnTs02018-10-12T15:24:20-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,814
Liabilities
$2,326
Net assets
$83,488
Revenue
$77,480
Expenses
$54,452
Net income
$23,028
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$35.6$1.07$34.5$44.7$20.3$24.4
2021Detailed filing. Detailed filing data is available for this year.$11.2$1.07$10.2$16.9$19.4$2.49
2020Summary only. Only limited summary data is available for this year.$41.1$1.07$72.0$94.1$22.0
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.1$1.07$62.0$59.0$65.1$6.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$69.1$1.07$68.1$79.8$96.5$16.7
2017Detailed filing. Detailed filing data is available for this year.$85.8$2.33$83.5$77.5$54.5$23.0
2016Summary only. Only limited summary data is available for this year.$61.4$0.96$61.7$28.8$32.8
2015Detailed filing. Detailed filing data is available for this year.$27.8$0.20$27.6$41.6$14.0$27.6
2014Summary only. Only limited summary data is available for this year.$0.20$0.00$0.00$0.00$0.00