Civic Intelligence

Basalt Foundation Inc.

990PF • Fiscal year 2014 • EIN 72-1567897

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 09, 2015

Organization Profile
819 Stagecoach DriveSanta Fe, NM 87501

(505) 988-3093

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.00x

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

2014 filings • NTEE B82 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

81st percentile

0.00x

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

2014 filings • NTEE B82 • <$500k nonprofits • Source year 2014

Net Margin

94th percentile

85%

Higher net margin than 94% of similar nonprofits.

2014 filings • NTEE B82 • <$500k nonprofits • Source year 2014

Top Officer Pay

94th percentile

$0

Higher top officer pay than 94% of similar nonprofits.

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

2014 filings • NTEE B82 • <$500k nonprofits • Source year 2014

Asset Growth

64th percentile

8.2%

Faster asset growth than 64% of similar nonprofits.

2014 filings • NTEE B82 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

93rd percentile

243%

Faster revenue growth than 93% of similar nonprofits.

2014 filings • NTEE B82 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Up

$258,564

Up $19,646 (+8.2%) from 2013

Net Assets

$258,564

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $8,500 (-100%) from 2013

Revenue And Expenses
Liabilities / Revenue81st percentileNet Margin94th percentile

Revenue

Up

$47,288

Up $33,497 (+243%) from 2013

Expenses

Down

$7,274

Down $8,004 (-52%) from 2013

Net Income

Up

$40,014

Up $41,501 (+2791%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$400K$300K$200K$100K$0Assets 2011: $173,901Liabilities 2011: $6,3502011Assets 2012: $205,678Liabilities 2012: $10,0502012Assets 2013: $238,918Liabilities 2013: $8,5002013Assets 2014: $258,564Liabilities 2014: $0Net Assets 2014: $258,5642014Assets 2015: $234,512Liabilities 2015: $0Net Assets 2015: $234,5122015Assets 2016: $248,689Liabilities 2016: $7,500Net Assets 2016: $241,1892016Assets 2017: $256,194Liabilities 2017: $1,250Net Assets 2017: $254,9442017Assets 2018: $222,631Liabilities 2018: $6,250Net Assets 2018: $216,3812018Assets 2019: $258,752Liabilities 2019: $15,500Net Assets 2019: $243,2522019Assets 2020: $257,582Liabilities 2020: $0Net Assets 2020: $257,5822020Assets 2021: $347,321Liabilities 2021: $6,500Net Assets 2021: $340,8212021Assets 2022: $254,945Liabilities 2022: $0Net Assets 2022: $254,9452022Assets 2023: $290,834Liabilities 2023: $0Net Assets 2023: $290,8342023Assets 2024: $300,771Liabilities 2024: $0Net Assets 2024: $300,7712024

Highlighted filing

2014

Assets$258,564
Liabilities$0
Net Assets$258,564
Open 2014 Filing

Operations Trend

Revenue Growth93rd percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $26,319Expenses 2011: $10,323Net Income 2011: $15,9962011Revenue 2012: $1,017Expenses 2012: $17,247Net Income 2012: -$16,2302012Revenue 2013: $13,791Expenses 2013: $15,278Net Income 2013: -$1,4872013Revenue 2014: $47,288Expenses 2014: $7,274Net Income 2014: $40,0142014Revenue 2015: $20,650Expenses 2015: $20,618Net Income 2015: $322015Revenue 2016: $13,918Expenses 2016: $13,157Net Income 2016: $7612016Revenue 2017: $23,217Expenses 2017: $31,331Net Income 2017: -$8,1142017Revenue 2018: $17,390Expenses 2018: $22,671Net Income 2018: -$5,2812018Revenue 2019: $31,876Expenses 2019: $22,124Net Income 2019: $9,7522019Revenue 2020: $15,677Expenses 2020: $17,199Net Income 2020: -$1,5222020Revenue 2021: $29,223Expenses 2021: $22,564Net Income 2021: $6,6592021Revenue 2022: $15,353Expenses 2022: $24,645Net Income 2022: -$9,2922022Revenue 2023: $12,784Expenses 2023: $5,782Net Income 2023: $7,0022023Revenue 2024: $22,033Expenses 2024: $8,989Net Income 2024: $13,0442024

Highlighted filing

2014

Revenue$47,288
Expenses$7,274
Net Income$40,014
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 9, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay94th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAN DUGGANPresident-$0--
PETER REED DUGGANDirector-$0--
MATTHEW B DUGGANDirector-$0--
Filing and Contact Details

Filer

Filer Name
Basalt Foundation Inc
EIN
72-1567897
Phone
5059883093
Address
819 STAGECOACH DRIVE, SANTA FE, NM 87501

Signing Officer

Name
Jan Duggan
Title
President
Signed
2015-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Gordon and Hale CPAs
Address
PO Box 5162, Santa Fe, NM 87502
Preparer
Jack Gordon Jr
Phone
5059820083
Raw XML Appendix339 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/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0819 STAGECOACH DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SANTA FE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd087501
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NM
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0JAN DUGGAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum05059883093
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAN DUGGAN
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011187
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt05922
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01497
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt04425
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt05922
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05922
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt05265
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JAN DUGGAN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0819 STAGECOACH DRIVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0SANTA FE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NM
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd087501
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt025000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherDecreasesSchedule/OtherDecreasesDetail/Amt011868
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0DECREASE IN FAIR VALUE OF INV.
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt01057
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt12047
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01057
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt12047
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0WELLS FARGO INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1WELLS FARGO INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01057
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt12047
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt063
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt110
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt2104
TaxesSchedule/TaxesDetail/Amt063
TaxesSchedule/TaxesDetail/Amt110
TaxesSchedule/TaxesDetail/Amt2104
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID 2924
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX PAID 8351
TaxesSchedule/TaxesDetail/CategoryTxt2US TREASURY
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt063
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt110
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2104
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN DUGGAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BASALT FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0BASA
ReturnHeader/Filer/EIN0721567897
ReturnHeader/Filer/PhoneNum05059883093
ReturnHeader/Filer/USAddress/AddressLine1Txt0819 STAGECOACH DRIVE
ReturnHeader/Filer/USAddress/CityNm0SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087501
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gordon and Hale CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 5162
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Fe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087502
ReturnHeader/PreparerPersonGrp/PhoneNum05059820083
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JACK GORDON JR
ReturnHeader/ReturnTs02015-11-09T14:55:10-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$258,564
Liabilities
$0
Net assets
$258,564
Revenue
$47,288
Expenses
$7,274
Net income
$40,014
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.22$0.09$0.13
2023Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.13$0.06$0.07
2022Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.15$0.25$0.09
2021Detailed filing. Detailed filing data is available for this year.$3.47$0.07$3.41$0.29$0.23$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.16$0.17$0.02
2019Detailed filing. Detailed filing data is available for this year.$2.59$0.16$2.43$0.32$0.22$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.23$0.06$2.16$0.17$0.23$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.56$0.01$2.55$0.23$0.31$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.49$0.08$2.41$0.14$0.13$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.21$0.21$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.59$0.00$2.59$0.47$0.07$0.40
2013Summary only. Only limited summary data is available for this year.$2.39$0.09$0.14$0.15$0.01
2012Summary only. Only limited summary data is available for this year.$2.06$0.10$0.01$0.17$0.16
2011Summary only. Only limited summary data is available for this year.$1.74$0.06$0.26$0.10$0.16