Civic Intelligence

Stanley H Mathis Foundation

990 • Fiscal year 2019 • EIN 85-0250922

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 03, 2020

Organization Profilewww.nmrealtor.com/stanley-h-math
549 S Guadalupe StSanta Fe, NM 87501

(505) 982-2442

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.00x

Higher debt load relative to assets than 52% of similar nonprofits.

2019 filings • NTEE S • <$500k nonprofits • Source year 2019

Liabilities / Revenue

57th percentile

0.01x

Higher debt load relative to revenue than 57% of similar nonprofits.

2019 filings • NTEE S • <$500k nonprofits • Source year 2019

Net Margin

97th percentile

80%

Higher net margin than 97% of similar nonprofits.

2019 filings • NTEE S • <$500k nonprofits • Source year 2019

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2019 filings • NTEE S • <$500k nonprofits • Source year 2019

Asset Growth

63rd percentile

9.1%

Faster asset growth than 63% of similar nonprofits.

2019 filings • NTEE S • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

99th percentile

513%

Faster revenue growth than 99% of similar nonprofits.

2019 filings • NTEE S • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$485,335

Up $40,329 (+9.1%) from 2018

Net Assets

Up

$484,760

Up $40,327 (+9.1%) from 2018

Liabilities

Up

$575

Up $2 (+0.3%) from 2018

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin97th percentile

Revenue

Up

$81,640

Up $68,332 (+513%) from 2018

Expenses

Up

$16,493

Up $8,922 (+118%) from 2018

Net Income

Up

$65,147

Up $59,410 (+1036%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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

$600K$400K$200K$0Assets 2011: $367,355Liabilities 2011: $286Net Assets 2011: $367,0692011Assets 2012: $382,383Liabilities 2012: $4,475Net Assets 2012: $377,9082012Assets 2013: $407,785Liabilities 2013: $4,277Net Assets 2013: $403,5082013Assets 2014: $418,937Liabilities 2014: $142Net Assets 2014: $418,7952014Assets 2015: $408,639Liabilities 2015: $316Net Assets 2015: $408,3232015Assets 2016: $427,395Liabilities 2016: $805Net Assets 2016: $426,5902016Assets 2017: $458,937Liabilities 2017: $557Net Assets 2017: $458,3802017Assets 2018: $445,006Liabilities 2018: $573Net Assets 2018: $444,4332018Assets 2019: $485,335Liabilities 2019: $575Net Assets 2019: $484,7602019Assets 2020: $529,203Liabilities 2020: $204Net Assets 2020: $528,9992020Assets 2021: $569,854Liabilities 2021: $593Net Assets 2021: $569,2612021Assets 2022: $507,229Liabilities 2022: $2,750Net Assets 2022: $504,4792022Assets 2023: $551,131Liabilities 2023: $766Net Assets 2023: $550,3652023Assets 2024: $562,356Liabilities 2024: $486Net Assets 2024: $561,8702024

Highlighted filing

2019

Assets$485,335
Liabilities$575
Net Assets$484,760
Open 2019 Filing

Operations Trend

Revenue Growth99th percentile

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

$100K$50K$0-$50KRevenue 2011: $4,474Expenses 2011: $6,642Net Income 2011: -$2,1682011Revenue 2012: $16,658Expenses 2012: $18,266Net Income 2012: -$1,6082012Revenue 2013: $13,560Expenses 2013: $7,720Net Income 2013: $5,8402013Revenue 2014: $17,739Expenses 2014: $5,173Net Income 2014: $12,5662014Revenue 2015: $16,864Expenses 2015: $7,637Net Income 2015: $9,2272015Revenue 2016: -$3,523Expenses 2016: $4,963Net Income 2016: -$8,4862016Revenue 2017: $14,105Expenses 2017: $8,100Net Income 2017: $6,0052017Revenue 2018: $13,308Expenses 2018: $7,571Net Income 2018: $5,7372018Revenue 2019: $81,640Expenses 2019: $16,493Net Income 2019: $65,1472019Revenue 2020: $18,603Expenses 2020: $12,494Net Income 2020: $6,1092020Revenue 2021: $40,293Expenses 2021: $8,135Net Income 2021: $32,1582021Revenue 2022: $28,425Expenses 2022: $13,068Net Income 2022: $15,3572022Revenue 2023: $18,032Expenses 2023: $11,043Net Income 2023: $6,9892023Revenue 2024: $27,855Expenses 2024: $35,065Net Income 2024: -$7,2102024

Highlighted filing

2019

Revenue$81,640
Expenses$16,493
Net Income$65,147
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 3, 2020
Return Version
2019v5.1
Gross Receipts
$344,542
Mission and Program Overview

Mission

Encourage& provide real estate education

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$444,433$484,760▲ $40,327
Investments in Publicly Traded Securities$283,677$322,908▲ $39,231
Intangible Assets$110,978$110,978→ $0
Cash and Non-Interest-Bearing Accounts$47,256$49,596▲ $2,340
Accounts Receivable$3,095$1,853▼ $1,242
Total Assets$445,006$485,335▲ $40,329
Liabilities
Accounts Payable and Accrued Expenses$573$575▲ $2
Total Liabilities$573$575▲ $2
Net Assets / Fund Balance
Total Net Assets Fund Balance$444,433$484,760▲ $40,327
Total Liabilities and Net Assets / Fund Balance$445,006$485,335▲ $40,329
Compensation and Service Providers
Top Officer Pay78th percentile

Board Members and Trustees

NameTitle
Sonya L RobertsPresident
Daniel ColemanVice President
Beth SmithTrustee
Cathy ColvinTrustee
Joshua V PriceTrustee
Judith JonesTrustee
Kara WoodTrustee
Marcia TidwellTrustee
Starla NunezTrustee
Teresa RamosTrustee
James E RussEx Officio
M Steven AnayaEx Officio
Kriston B RobertsTreasurersecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$5,204
Program Service Revenue
$0
Investment Income
$76,436
Other Revenue
$0
All Other Contributions
$2,356
Change in Net Assets
$65,147
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$11,500
Other Expenses$4,993
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$11,500--$11,500
Fees for Service Investment Mgmnt Fees-$4,108-$4,108
Fees for Services Accounting-$855-$855
Office Expenses-$30-$30
Total Functional Expenses$11,500$4,993$0$16,493
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Santa Fe Association of RealtorsSanta Fe, NM501c6Sf Designation Course Development$6,000
Greater Albuquerque Assn of RealtorAlbuquerque, NM501c6Cips Course$5,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The board regularly documents meetings with minutes and retains them for requested review.”

Governing documents etc available to public Part VI line 19

“All documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Stanley H Mathis Foundation
EIN
85-0250922
Address
549 S GUADALUPE ST, Santa Fe, NM 87501

Signing Officer

Name
Sonya L Roberts
Title
President
Phone
5059822442
Signed
2020-08-03
Discuss with paid preparer
No

Organization Details

Principal Officer
Sonya L Roberts
Formed
1976
Legal Domicile
Nm
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Adriene I Simpson CPA Ret
Address
15 Las Caballeras, Santa Fe, NM 87508
Preparer
Adriene I Simpson-Riddle
Phone
5054714687
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The reporting organization, Stanley H Mathis Foundation, has an agreement with the New Mexico Assn of Realtors (formerly the Realtors Assn of New Mexico)to provide facilities and adminstrative personnel free of charge. The estimated fair market value of these services is $5000.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The only organization is the New Mexico Assn of Realtors which is a 501(c)(6).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2Accounting measures have been supplied that ensure contributions are used solely for charitable purposes.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Type of supporting organization Part I Lines 12a - 12d
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Organization qualified under 501c4 5 or 6Part IV 3b
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Organization used exclusively for section 170c2b Part IV 3c
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt05000
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0856011477
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt05000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NEW MEXICO ASSN OF REALTORS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt05500
IRS990ScheduleI/RecipientTable/CashGrantAmt16000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C6
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C6
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0CIPS COURSE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SF DESIGNATION COURSE DEVELOPMENT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0GREATER ALBUQUERQUE ASSN OF REALTOR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SANTA FE ASSOCIATION OF REALTORS
IRS990ScheduleI/RecipientTable/RecipientEIN0850108246
IRS990ScheduleI/RecipientTable/RecipientEIN1850268909
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01635 UNIVERSITY BLVD NE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1510 N GUADALUPE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Albuquerque
IRS990ScheduleI/RecipientTable/USAddress/CityNm1Santa Fe
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NM
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd087102
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd187501
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0All grant request are review by the Board and documented in the minutes of the meeting. Amounts awarded are recorded in the general ledger for the organization.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Monitoring procedures (Part I, line 2)
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD REGULARLY DOCUMENTS MEETINGS WITH MINUTES AND RETAINS THEM FOR REQUESTED REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NM
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0445006
IRS990/TotalAssetsEOYAmt0485335
IRS990/TotalAssetsGrp/BOYAmt0445006
IRS990/TotalAssetsGrp/EOYAmt0485335
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05204
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04993
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt011500
IRS990/TotalFunctionalExpensesGrp/TotalAmt016493
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0573
IRS990/TotalLiabilitiesEOYAmt0575
IRS990/TotalLiabilitiesGrp/BOYAmt0573
IRS990/TotalLiabilitiesGrp/EOYAmt0575
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0444433
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0484760
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt011500
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt076436
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt081640
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0445006
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0485335
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0918 E 10th St
IRS990/USAddress/CityNm0ALAMOGORDO
IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd088310
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0https://www.nmrealtor.com/stanley-h-math
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0SONYA L ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05059822442
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STANLEY H MATHIS FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0STAN
ReturnHeader/Filer/EIN0850250922
ReturnHeader/Filer/USAddress/AddressLine1Txt0549 S GUADALUPE ST
ReturnHeader/Filer/USAddress/CityNm0Santa Fe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087501
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0640F6DA159C8F1B70EF3A848C01FDBDA0C0CF5D9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0640F6DA159C8F1B70EF3A848C01FDBDA0C0CF5D9
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId08525992020223d3ptzmr
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-08-10
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt067.0.212.154
ReturnHeader/FilingSecurityInformation/IPDt02020-08-10
ReturnHeader/FilingSecurityInformation/IPTm016:08:47
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Adriene I Simpson CPA Ret
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015 Las Caballeras
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Fe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087508
ReturnHeader/PreparerPersonGrp/PhoneNum05054714687
ReturnHeader/PreparerPersonGrp/PreparationDt02020-08-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Adriene I Simpson-Riddle
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$485,335
Liabilities
$575
Net assets
$484,760
Revenue
$81,640
Expenses
$16,493
Net income
$65,147
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.28$0.35$0.07
2023Detailed filing. Detailed filing data is available for this year.$5.51$0.01$5.50$0.18$0.11$0.07
2022Detailed filing. Detailed filing data is available for this year.$5.07$0.03$5.04$0.28$0.13$0.15
2021Detailed filing. Detailed filing data is available for this year.$5.70$0.01$5.69$0.40$0.08$0.32
2020Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.19$0.12$0.06
2019Detailed filing. Detailed filing data is available for this year.$4.85$0.01$4.85$0.82$0.16$0.65
2018Detailed filing. Detailed filing data is available for this year.$4.45$0.01$4.44$0.13$0.08$0.06
2017Detailed filing. Detailed filing data is available for this year.$4.59$0.01$4.58$0.14$0.08$0.06
2016Detailed filing. Detailed filing data is available for this year.$4.27$0.01$4.27$0.04$0.05$0.08
2015Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.08$0.17$0.08$0.09
2014Detailed filing. Detailed filing data is available for this year.$4.19$0.00$4.19$0.18$0.05$0.13
2013Detailed filing. Detailed filing data is available for this year.$4.08$0.04$4.04$0.14$0.08$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.82$0.04$3.78$0.17$0.18$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.67$0.00$3.67$0.04$0.07$0.02