Civic Intelligence

Holt-Smithson Foundation

990PF • Fiscal year 2017 • EIN 47-3803803

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 29, 2018

Organization Profile
1000 Cordova Place 705Santa Fe, NM 87505

(505) 983-0174

Siviq Scores

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

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

2017 filings • NTEE A • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

20th percentile

0.01x

Higher debt load relative to revenue than 20% of similar nonprofits.

2017 filings • NTEE A • $1M-$5M nonprofits • Source year 2017

Net Margin

100th percentile

98%

Higher net margin than 100% of similar nonprofits.

2017 filings • NTEE A • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

33rd percentile

$0

Higher top officer pay than 33% of similar nonprofits.

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

2017 filings • NTEE A • $1M-$5M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

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

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$2,334,589

Up $2,334,589 from 2016

Net Assets

Up

$2,312,441

Up $2,312,441 from 2016

Liabilities

Up

$22,148

Up $22,148 from 2016

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin100th percentile

Revenue

Up

$2,364,000

Up $2,364,000 from 2016

Expenses

Up

$51,559

Up $51,559 from 2016

Net Income

Up

$2,312,441

Up $2,312,441 from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40M$30M$20M$10M$0Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $2,334,589Liabilities 2017: $22,148Net Assets 2017: $2,312,4412017Assets 2018: $2,007,970Liabilities 2018: $89,418Net Assets 2018: $1,918,5522018Assets 2019: $1,726,858Liabilities 2019: $117,044Net Assets 2019: $1,609,8142019Assets 2020: $34,852,910Liabilities 2020: $171,250Net Assets 2020: $34,681,6602020Assets 2021: $35,327,720Liabilities 2021: $133,279Net Assets 2021: $35,194,4412021Assets 2022: $34,763,090Liabilities 2022: $533,254Net Assets 2022: $34,229,8362022Assets 2023: $33,651,115Liabilities 2023: $416,698Net Assets 2023: $33,234,4172023Assets 2024: $32,863,924Liabilities 2024: $383,805Net Assets 2024: $32,480,1192024

Highlighted filing

2017

Assets$2,334,589
Liabilities$22,148
Net Assets$2,312,441
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0-$10MRevenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016Revenue 2017: $2,364,000Expenses 2017: $51,559Net Income 2017: $2,312,4412017Revenue 2018: $911,961Expenses 2018: $1,292,299Net Income 2018: -$380,3382018Revenue 2019: $588,450Expenses 2019: $897,188Net Income 2019: -$308,7382019Revenue 2020: $29,928,434Expenses 2020: $1,129,335Net Income 2020: $28,799,0992020Revenue 2021: $1,039,251Expenses 2021: $1,052,099Net Income 2021: -$12,8482021Revenue 2022: $144,964Expenses 2022: $1,085,711Net Income 2022: -$940,7472022Revenue 2023: $90,862Expenses 2023: $1,102,786Net Income 2023: -$1,011,9242023Revenue 2024: $210,918Expenses 2024: $983,989Net Income 2024: -$773,0712024

Highlighted filing

2017

Revenue$2,364,000
Expenses$51,559
Net Income$2,312,441
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 29, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay33rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE KARPPresidentPT$0--
ESTEVAN RAEL-GALVEZSecretary/Tr-$0--
DEEDEE HALLECKDirector-$0--
SERGE PAULDirector-$0--
JANE PERRYDirector-$0--
MATTHEW COOLIDGEDirectorPT$0--
LISA LE FEUVREExecutive DiPT$0--
WENDY LEWISDirector-$0--
Filing and Contact Details

Filer

Filer Name
Holt-smithson Foundation
EIN
47-3803803
Phone
5059830174
Address
1000 CORDOVA PLACE 705, SANTA FE, NM 87505

Signing Officer

Name
Diane Karp
Title
President
Phone
5059830174
Signed
2018-10-29
Discuss with paid preparer
Yes

Preparer

Firm
Hinkle Landers Pc
Address
2500 9TH ST NW, ALBUQUERQUE, NM 87102-1055
Preparer
Farley Vener
Phone
5058838788
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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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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt11000 CORDOVA PL 705
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1SANTA FE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1NM
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IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01310000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt11054000
IRS990ScheduleB/GeneralRuleInd0X
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IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum22
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IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt11010000
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt226000
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt31000000
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IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2LAND
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3ARTWORK
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02017-12-07
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12017-12-07
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22017-12-31
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32017-12-31
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0957
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11701
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0971
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11701
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt017413
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE KARP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05059830174
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOLT-SMITHSON FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0HOLT
ReturnHeader/Filer/EIN0473803803
ReturnHeader/Filer/PhoneNum05059830174
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 CORDOVA PLACE 705
ReturnHeader/Filer/USAddress/CityNm0SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087505
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0380544A277A08ED9CE7AC5E502FDA93B8B7F068B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C71D689D12F17E2CB78F3EF3D1A0E37BFCF5A93C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.12.205.65
ReturnHeader/FilingSecurityInformation/IPDt02018-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm014:53:05
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0850232815
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HINKLE LANDERS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02500 9TH ST NW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBUQUERQUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0871021055
ReturnHeader/PreparerPersonGrp/PhoneNum05058838788
ReturnHeader/PreparerPersonGrp/PreparationDt02018-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FARLEY VENER
ReturnHeader/ReturnTs02018-11-09T13:53:05-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,334,589
Liabilities
$22,148
Net assets
$2,312,441
Revenue
$2,364,000
Expenses
$51,559
Net income
$2,312,441
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$32.9$0.38$32.5$0.21$0.98$0.77
2023Detailed filing. Detailed filing data is available for this year.$33.7$0.42$33.2$0.09$1.10$1.01
2022Detailed filing. Detailed filing data is available for this year.$34.8$0.53$34.2$0.14$1.09$0.94
2021Detailed filing. Detailed filing data is available for this year.$35.3$0.13$35.2$1.04$1.05$0.01
2020Detailed filing. Detailed filing data is available for this year.$34.9$0.17$34.7$29.9$1.13$28.8
2019Detailed filing. Detailed filing data is available for this year.$1.73$0.12$1.61$0.59$0.90$0.31
2018Detailed filing. Detailed filing data is available for this year.$2.01$0.09$1.92$0.91$1.29$0.38
2017Detailed filing. Detailed filing data is available for this year.$2.33$0.02$2.31$2.36$0.05$2.31
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00