Civic Intelligence

Santa Fe Community Foundation

990T • Fiscal year 2022 • EIN 85-0303044

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

PO Box 1827Santa Fe, NM 87504

(505) 988-9715

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2010: $33,696,554Liabilities 2010: $2,194,589Net Assets 2010: $31,501,9652010Assets 2011: $36,780,545Liabilities 2011: $2,072,175Net Assets 2011: $34,708,3702011Assets 2012: $57,212,049Liabilities 2012: $2,150,482Net Assets 2012: $55,061,5672012Assets 2013: $68,258,083Liabilities 2013: $3,171,212Net Assets 2013: $65,086,8712013Assets 2014: $69,726,081Liabilities 2014: $3,780,838Net Assets 2014: $65,945,2432014Assets 2015: $69,679,196Liabilities 2015: $4,016,470Net Assets 2015: $65,662,7262015Assets 2016: $75,864,672Liabilities 2016: $3,967,315Net Assets 2016: $71,897,3572016Assets 2017: $83,766,860Liabilities 2017: $4,416,493Net Assets 2017: $79,350,3672017Assets 2018: $78,053,484Liabilities 2018: $3,769,393Net Assets 2018: $74,284,0912018Assets 2019: $97,826,011Liabilities 2019: $4,363,463Net Assets 2019: $93,462,5482019Assets 2020: $107,508,749Liabilities 2020: $4,963,588Net Assets 2020: $102,545,1612020Assets 2021: $119,118,247Liabilities 2021: $5,465,919Net Assets 2021: $113,652,3282021Assets 2022: $115,131,135Liabilities 2022: $5,046,052Net Assets 2022: $110,085,0832022Assets 2023: $130,388,327Liabilities 2023: $5,322,887Net Assets 2023: $125,065,4402023Assets 2024: $144,071,491Liabilities 2024: $5,276,117Net Assets 2024: $138,795,3742024

Latest loaded filing

2024

Assets$144,071,491
Liabilities$5,276,117
Net Assets$138,795,374

Operations Trend

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

$40M$30M$20M$10M$0Expenses 2010: $4,061,6422010Expenses 2011: $3,919,6152011Expenses 2012: $6,325,1232012Revenue 2013: $13,004,828Expenses 2013: $8,158,192Net Income 2013: $4,846,6362013Revenue 2014: $10,544,540Expenses 2014: $9,476,111Net Income 2014: $1,068,4292014Revenue 2015: $12,204,415Expenses 2015: $10,323,430Net Income 2015: $1,880,9852015Revenue 2016: $15,915,387Expenses 2016: $11,758,693Net Income 2016: $4,156,6942016Revenue 2017: $13,889,526Expenses 2017: $11,643,728Net Income 2017: $2,245,7982017Revenue 2018: $28,295,436Expenses 2018: $15,197,420Net Income 2018: $13,098,0162018Revenue 2019: $23,168,047Expenses 2019: $14,243,380Net Income 2019: $8,924,6672019Revenue 2020: $26,179,829Expenses 2020: $21,695,846Net Income 2020: $4,483,9832020Revenue 2021: $28,194,388Expenses 2021: $15,991,902Net Income 2021: $12,202,4862021Revenue 2022: $32,102,537Expenses 2022: $20,558,435Net Income 2022: $11,544,1022022Revenue 2023: $19,867,800Expenses 2023: $15,739,004Net Income 2023: $4,128,7962023Revenue 2024: $26,165,999Expenses 2024: $19,988,481Net Income 2024: $6,177,5182024

Latest loaded filing

2024

Revenue$26,165,999
Expenses$19,988,481
Net Income$6,177,518
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v7.0
Mission and Program Overview

Mission

We improve the quality of life for people in santa fe and northern new mexico, now and for future generations, by:1) building and managing endowment funds in order to award grants2) helping nonprofits operate more effectively3) convening area residents to discuss issues of critical importance to the community 4) providing leadership for key community initiatives

Filing and Contact Details

Filer

Filer Name
Santa Fe Community Foundation
EIN
85-0303044
Phone
5059889715
Address
PO BOX 1827, SANTA FE, NM 87504

Signing Officer

Name
Rick Herrman
Title
Treasurer
Phone
5059889715
Signed
2023-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
6565 AMERICAS PARKWAY NE STE 600, ALBUQUERQUE, NM 87110
Preparer
Steven Talbot
Phone
5058787200
Raw XML Appendix61 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.

Path#Value
IRS990T/BooksInCareOfDetail/PersonNm0LESLIE SABIN
IRS990T/BooksInCareOfDetail/PhoneNum05059889715
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0501 HALONA STREET
IRS990T/BooksInCareOfDetail/USAddress/CityNm0SANTA FE
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd087505
IRS990T/BookValueAssetsEOYAmt0115131116
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE UNRELATED BUSINESS TAXABLE INCOME. IT FILES FORM 990-T TO ATTACH THE FORMS 926 THAT IT IS REQUIRED TO FILE.
IRS990T/ItmzdSupplementalInfoGrp/LineNum0LINE 1
IRS990T/ItmzdSupplementalInfoGrp/PartNum0PART I
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/PaidTaxLiabilityAmt00
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RICK HERRMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05059889715
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA FE COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0850303044
ReturnHeader/Filer/PhoneNum05059889715
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1827
ReturnHeader/Filer/USAddress/CityNm0SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087504
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSS ADAMS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06565 AMERICAS PARKWAY NE STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBUQUERQUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087110
ReturnHeader/PreparerPersonGrp/PhoneNum05058787200
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN TALBOT
ReturnHeader/ReturnTs02023-11-15T09:18:43-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RICK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HERRMAN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$144$5.28$139$26.2$20.0$6.18
2023Summary only. Only limited summary data is available for this year.$130$5.32$125$19.9$15.7$4.13
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$115$5.05$110$32.1$20.6$11.5
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$119$5.47$114$28.2$16.0$12.2
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$108$4.96$103$26.2$21.7$4.48
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$97.8$4.36$93.5$23.2$14.2$8.92
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$78.1$3.77$74.3$28.3$15.2$13.1
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$83.8$4.42$79.4$13.9$11.6$2.25
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.9$3.97$71.9$15.9$11.8$4.16
2015Detailed filing. Detailed filing data is available for this year.$69.7$4.02$65.7$12.2$10.3$1.88
2014Detailed filing. Detailed filing data is available for this year.$69.7$3.78$65.9$10.5$9.48$1.07
2013Summary only. Only limited summary data is available for this year.$68.3$3.17$65.1$13.0$8.16$4.85
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$57.2$2.15$55.1$6.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.8$2.07$34.7$3.92
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.7$2.19$31.5$4.06