Civic Intelligence

Stanley H Mathis Foundation

990 • Fiscal year 2023 • EIN 85-0250922

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 15, 2024

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

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

2023 filings • NTEE S • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

46th percentile

0.04x

Higher debt load relative to revenue than 46% of similar nonprofits.

2023 filings • NTEE S • $500k-$1M nonprofits • Source year 2023

Net Margin

86th percentile

39%

Higher net margin than 86% of similar nonprofits.

2023 filings • NTEE S • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2023 filings • NTEE S • $500k-$1M nonprofits • Source year 2023

Asset Growth

58th percentile

8.7%

Faster asset growth than 58% of similar nonprofits.

2023 filings • NTEE S • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-37%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • NTEE S • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$551,131

Up $43,902 (+8.7%) from 2022

Net Assets

Up

$550,365

Up $45,886 (+9.1%) from 2022

Liabilities

Down

$766

Down $1,984 (-72%) from 2022

Revenue And Expenses
Liabilities / Revenue46th percentileNet Margin86th percentile

Revenue

Down

$18,032

Down $10,393 (-37%) from 2022

Expenses

Down

$11,043

Down $2,025 (-15%) from 2022

Net Income

Down

$6,989

Down $8,368 (-54%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2023

Assets$551,131
Liabilities$766
Net Assets$550,365
Open 2023 Filing

Operations Trend

Revenue Growth8th 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

2023

Revenue$18,032
Expenses$11,043
Net Income$6,989
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 15, 2024
Return Version
2023v5.1
Gross Receipts
$110,211
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$504,479$550,365▲ $45,886
Investments in Publicly Traded Securities$338,037$381,681▲ $43,644
Intangible Assets$110,978$110,978→ $0
Savings and Temporary Cash Investments$31,515$31,540▲ $25
Cash and Non-Interest-Bearing Accounts$21,619$26,932▲ $5,313
Accounts Receivable$5,080--
Total Assets$507,229$551,131▲ $43,902
Liabilities
Accounts Payable and Accrued Expenses$2,750$766▼ $1,984
Total Liabilities$2,750$766▼ $1,984
Net Assets / Fund Balance
Total Net Assets Fund Balance$504,479$550,365▲ $45,886
Total Liabilities and Net Assets / Fund Balance$507,229$551,131▲ $43,902
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Cathy ColvinPresident
Nathan BrooksVice President
Dan ColemanTrustee
Deena TurnerTrustee
Gavin BiggerTrustee
Kriston B RobertsTrustee
Marcia TidwellTrustee
Coleen DearingExofficio
Joshua V PriceSecretarytreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,537
Program Service Revenue
$0
Investment Income
$10,495
Other Revenue
$0
All Other Contributions
$424
Change in Net Assets
$6,989
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,543
Grants and Similar Amounts Paid$3,500
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$4,684--$4,684
Grants to Domestic Orgs$3,500--$3,500
Fees for Services Legal$1,399--$1,399
Office Expenses-$857-$857
Fees for Services Accounting-$491-$491
Advertising$102--$102
All Other Expenses-$10-$10
Total Functional Expenses$9,685$1,358$0$11,043
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
Joshua Price
Title
Secretarytreas
Phone
5055501310
Signed
2024-07-15
Discuss with paid preparer
No

Organization Details

Principal Officer
Joshua V Price
Formed
1976
Legal Domicile
Nm
Voting Board Members
9
Independent Board Members
9
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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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Adriene I Simpson-Riddle
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ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$551,131
Liabilities
$766
Net assets
$550,365
Revenue
$18,032
Expenses
$11,043
Net income
$6,989
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