Civic Intelligence

The Frost Foundation

990PF • Fiscal year 2017 • EIN 72-0520342

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 06, 2018

Organization Profile

View Organization Page

511 Armijo St No ASanta Fe, NM 87501

(505) 986-0208

Siviq Scores

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

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.00x

Higher debt load relative to revenue than 12% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Net Margin

28th percentile

-1.1%

Higher net margin than 28% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

27th percentile

$120,499

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 4.9% of source-year revenue.

2017 filings • $25M-$50M nonprofits • Source year 2017

Asset Growth

63rd percentile

8.1%

Faster asset growth than 63% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

125%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets11th percentile

Assets

Up

$32,175,221

Up $2,421,551 (+8.1%) from 2016

Net Assets

Up

$32,163,799

Up $2,423,138 (+8.1%) from 2016

Liabilities

Down

$11,422

Down $1,587 (-12%) from 2016

Revenue And Expenses
Liabilities / Revenue12th percentileNet Margin28th percentile

Revenue

Up

$2,447,264

Up $1,361,156 (+125%) from 2016

Expenses

Up

$2,473,460

Up $449,500 (+22%) from 2016

Net Income

Up

-$26,196

Up $911,656 (+97%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$40M$30M$20M$10M$0Assets 2010: $29,174,406Liabilities 2010: $21,560Net Assets 2010: $29,152,8462010Assets 2011: $26,533,504Liabilities 2011: $48,093Net Assets 2011: $26,485,4112011Assets 2012: $27,933,056Liabilities 2012: $33,044Net Assets 2012: $27,900,0122012Assets 2013: $31,864,755Liabilities 2013: $57,857Net Assets 2013: $31,806,8982013Assets 2014: $31,949,103Liabilities 2014: $14,824Net Assets 2014: $31,934,2792014Assets 2015: $29,532,616Liabilities 2015: $18,277Net Assets 2015: $29,514,3392015Assets 2016: $29,753,670Liabilities 2016: $13,009Net Assets 2016: $29,740,6612016Assets 2017: $32,175,221Liabilities 2017: $11,422Net Assets 2017: $32,163,7992017Assets 2018: $29,107,656Liabilities 2018: $59,620Net Assets 2018: $29,048,0362018Assets 2019: $32,982,348Liabilities 2019: $3,436Net Assets 2019: $32,978,9122019Assets 2020: $34,924,308Liabilities 2020: $1,547Net Assets 2020: $34,922,7612020Assets 2021: $37,877,515Liabilities 2021: $29,333Net Assets 2021: $37,848,1822021Assets 2022: $31,179,732Liabilities 2022: $26,017Net Assets 2022: $31,153,7152022Assets 2023: $33,531,440Liabilities 2023: $13,365Net Assets 2023: $33,518,0752023Assets 2024: $34,307,771Liabilities 2024: $40,099Net Assets 2024: $34,267,6722024

Highlighted filing

2017

Assets$32,175,221
Liabilities$11,422
Net Assets$32,163,799
Open 2017 Filing

Operations Trend

Revenue Growth93rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,589,7562010Expenses 2011: $2,495,0882011Expenses 2012: $2,220,5272012Revenue 2013: $3,212,819Expenses 2013: $1,813,955Net Income 2013: $1,398,8642013Revenue 2014: $3,426,420Expenses 2014: $1,629,649Net Income 2014: $1,796,7712014Revenue 2015: $2,509,670Expenses 2015: $2,411,810Net Income 2015: $97,8602015Revenue 2016: $1,086,108Expenses 2016: $2,023,960Net Income 2016: -$937,8522016Revenue 2017: $2,447,264Expenses 2017: $2,473,460Net Income 2017: -$26,1962017Revenue 2018: $4,723,289Expenses 2018: $2,425,225Net Income 2018: $2,298,0642018Revenue 2019: $859,221Expenses 2019: $2,530,218Net Income 2019: -$1,670,9972019Revenue 2020: $1,675,590Expenses 2020: $2,145,000Net Income 2020: -$469,4102020Revenue 2021: $2,836,690Expenses 2021: $2,070,071Net Income 2021: $766,6192021Revenue 2022: $1,726,922Expenses 2022: $1,804,727Net Income 2022: -$77,8052022Revenue 2023: $1,652,865Expenses 2023: $2,043,989Net Income 2023: -$391,1242023Revenue 2024: $2,689,970Expenses 2024: $2,546,444Net Income 2024: $143,5262024

Highlighted filing

2017

Revenue$2,447,264
Expenses$2,473,460
Net Income-$26,196
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 6, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PHILIP B HOWELLEx VP/Treasurer/DirectorFT$120,499-$120,499
MARY AMELIA WHITED-HOWELLPresident/DirectorFT$120,499-$120,499
ANN ROGERS GERBERDirector-$500-$500
TAYLOR F MOORESecretary/Director-$500-$500
Filing and Contact Details

Filer

Filer Name
The Frost Foundation
EIN
72-0520342
Phone
5059860208
Address
511 ARMIJO ST NO A, SANTA FE, NM 87501

Signing Officer

Name
Philip B Howell
Title
Executive Vice President
Phone
5059860208
Signed
2018-11-06
Discuss with paid preparer
Yes

Preparer

Firm
GRASSHAM CPA'S LLC
Address
PO BOX 6080, SANTA FE, NM 87502-6080
Preparer
Carol R Grassham
Phone
5059885565
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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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt027913186
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STOCKS
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt00
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt00
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt01501255
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt01501255
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0869607
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01554214
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt08
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionAmt023435
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncmPartVIIGrp/ExclusionCd001
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt02447264
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt02447264
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt020872
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt020360
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt040719
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01554214
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt0121000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt0120998
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt0241998
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01725518
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01725518
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt020134
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0869607
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0869607
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-26196
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt09258125
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt08
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01554214
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02046945
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblAmt01435
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyNetInvstIncmAmt01460
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyRevAndExpnssAmt02921
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt015001
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt015001
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt030002
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt036340
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0123027
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0159428
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt023435
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt023435
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt011479
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt011479
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt022957
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt062113
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt062113
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0124226
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt017407
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt024081
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt061957
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt02032965
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0400319
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt02473460
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt02447264
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt02447264
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0307447
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0400319
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0747942
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt021800
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt021800
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt043600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt07703911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01207929
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2346251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01207929
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2346251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt08911840
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2346251
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0MERRILL LYNCH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CASH IN LIEU
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01554214
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-26196
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02449334
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt032163799
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt029740661
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt032163799
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01495502
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01495502
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01495502
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01515971
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt020469
IRS990PF/DistributableAmountGrp/TotalTaxAmt020469
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt014874
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt035343
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt020469
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt014874
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt020469
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt020469
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt035343
IRS990PF/FMVAssetsEOYAmt032175221
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt012274
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt011422
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0500
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01130824
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01499430
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01499430
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt025751900
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt027913186
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt027913186
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt0534310
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0948969
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0434793
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0414659
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0414659
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt02400
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt02400
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt02400
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0735

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Filings

Displayed year

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

Open filing
Assets
$32,175,221
Liabilities
$11,422
Net assets
$32,163,799
Revenue
$2,447,264
Expenses
$2,473,460
Net income
-$26,196
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$34.3$0.04$34.3$2.69$2.55$0.14
2023Detailed filing. Detailed filing data is available for this year.$33.5$0.01$33.5$1.65$2.04$0.39
2022Detailed filing. Detailed filing data is available for this year.$31.2$0.03$31.2$1.73$1.80$0.08
2021Detailed filing. Detailed filing data is available for this year.$37.9$0.03$37.8$2.84$2.07$0.77
2020Detailed filing. Detailed filing data is available for this year.$34.9$0.00$34.9$1.68$2.15$0.47
2019Detailed filing. Detailed filing data is available for this year.$33.0$0.00$33.0$0.86$2.53$1.67
2018Detailed filing. Detailed filing data is available for this year.$29.1$0.06$29.0$4.72$2.43$2.30
2017Detailed filing. Detailed filing data is available for this year.$32.2$0.01$32.2$2.45$2.47$0.03
2016Detailed filing. Detailed filing data is available for this year.$29.8$0.01$29.7$1.09$2.02$0.94
2015Detailed filing. Detailed filing data is available for this year.$29.5$0.02$29.5$2.51$2.41$0.10
2014Detailed filing. Detailed filing data is available for this year.$31.9$0.01$31.9$3.43$1.63$1.80
2013Detailed filing. Detailed filing data is available for this year.$31.9$0.06$31.8$3.21$1.81$1.40
2012Detailed filing. Detailed filing data is available for this year.$27.9$0.03$27.9$2.22
2011Detailed filing. Detailed filing data is available for this year.$26.5$0.05$26.5$2.50
2010Detailed filing. Detailed filing data is available for this year.$29.2$0.02$29.2$2.59