Civic Intelligence

Stanley H Mathis Foundation

990 • Fiscal year 2021 • EIN 85-0250922

Jan 01, 2021 to Dec 31, 2021 • Filed on Jun 17, 2022

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

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

2021 filings • NTEE S • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

31st percentile

0.01x

Higher debt load relative to revenue than 31% of similar nonprofits.

2021 filings • NTEE S • $500k-$1M nonprofits • Source year 2021

Net Margin

97th percentile

80%

Higher net margin than 97% of similar nonprofits.

2021 filings • NTEE S • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2021 filings • NTEE S • $500k-$1M nonprofits • Source year 2021

Asset Growth

49th percentile

7.7%

Faster asset growth than 49% of similar nonprofits.

2021 filings • NTEE S • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

91st percentile

117%

Faster revenue growth than 91% of similar nonprofits.

2021 filings • NTEE S • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$569,854

Up $40,651 (+7.7%) from 2020

Net Assets

Up

$569,261

Up $40,262 (+7.6%) from 2020

Liabilities

Up

$593

Up $389 (+191%) from 2020

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin97th percentile

Revenue

Up

$40,293

Up $21,690 (+117%) from 2020

Expenses

Down

$8,135

Down $4,359 (-35%) from 2020

Net Income

Up

$32,158

Up $26,049 (+426%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2021

Assets$569,854
Liabilities$593
Net Assets$569,261
Open 2021 Filing

Operations Trend

Revenue Growth91st 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

2021

Revenue$40,293
Expenses$8,135
Net Income$32,158
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jun 17, 2022
Return Version
2021v4.2
Gross Receipts
$97,675
Mission and Program Overview

Mission

Encourage& provide real estate education

Encourage & provide real estate education

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$528,999$569,261▲ $40,262
Investments in Publicly Traded Securities$366,895$406,034▲ $39,139
Intangible Assets$110,978$110,978→ $0
Savings and Temporary Cash Investments$46,997$42,051▼ $4,946
Cash and Non-Interest-Bearing Accounts$4,333$6,170▲ $1,837
Accounts Receivable-$4,621-
Total Assets$529,203$569,854▲ $40,651
Liabilities
Accounts Payable and Accrued Expenses$204$593▲ $389
Total Liabilities$204$593▲ $389
Net Assets / Fund Balance
Total Net Assets Fund Balance$528,999$569,261▲ $40,262
Total Liabilities and Net Assets / Fund Balance$529,203$569,854▲ $40,651
Compensation and Service Providers
Top Officer Pay47th percentile

Board Members and Trustees

NameTitle
Daniel ColemanImmediate Past President
Kriston B RobertsPresident
Joshua V PriceVice President
Cathy ColvinTrustee
Damon MaddoxTrustee
Judith JonesTrustee
Linda MichaudTrustee
Teresa RamosTrustee
M Steven AnayaEx Officio
Marcia TidwellTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,966
Program Service Revenue
$0
Investment Income
$31,327
Other Revenue
$0
All Other Contributions
$4,345
Change in Net Assets
$32,158
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,135
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$5,219-$5,219
Fees for Services Legal-$971-$971
Advertising-$806-$806
Fees for Services Accounting-$754-$754
Conferences and Meetings-$355-$355
Office Expenses-$30-$30
Total Functional Expenses$0$8,135$0$8,135
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
Kriston Roberts
Title
President
Phone
5754379927
Signed
2022-06-17
Discuss with paid preparer
No

Organization Details

Principal Officer
Kriston B 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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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
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ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$569,854
Liabilities
$593
Net assets
$569,261
Revenue
$40,293
Expenses
$8,135
Net income
$32,158
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