Civic Intelligence

Nm Foundation for Osteopathic Education and Professional

990EZ • Fiscal year 2016 • EIN 85-0402214

Jan 01, 2016 to Dec 31, 2016 • Filed on May 01, 2017

Organization ProfileN/A
3655 Research DriveLas Cruces, NM 88003

(575) 644-3858

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

2016 filings • NTEE B90 • <$500k nonprofits • Source year 2016

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

2016 filings • NTEE B90 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$76,038

Up $72,600 (+2112%) from 2011

Net Assets

$76,038

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin93rd percentile

Revenue

Up

$121,421

Up $88,031 (+264%) from 2011

Expenses

Down

$45,383

Down $18,370 (-29%) from 2011

Net Income

Up

$76,038

Up $106,401 (+350%) from 2011

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,438Liabilities 2011: $02011Assets 2016: $76,038Net Assets 2016: $76,0382016Assets 2017: $146,735Liabilities 2017: $0Net Assets 2017: $146,7352017Assets 2018: $226,025Liabilities 2018: $0Net Assets 2018: $226,0252018Assets 2019: $1,704,231Liabilities 2019: $0Net Assets 2019: $1,704,2312019Assets 2020: $1,109,146Liabilities 2020: $141Net Assets 2020: $1,109,0052020Assets 2021: $2,164,110Liabilities 2021: $0Net Assets 2021: $2,164,1102021Assets 2022: $4,511,003Liabilities 2022: $3,596,505Net Assets 2022: $914,4982022Assets 2023: $6,357,888Liabilities 2023: $2,424,110Net Assets 2023: $3,933,7782023Assets 2024: $6,544,388Liabilities 2024: $2,574,186Net Assets 2024: $3,970,2022024

Highlighted filing

2016

Assets$76,038
Liabilities-
Net Assets$76,038
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $33,390Expenses 2011: $63,753Net Income 2011: -$30,3632011Revenue 2016: $121,421Expenses 2016: $45,383Net Income 2016: $76,0382016Revenue 2017: $202,404Expenses 2017: $133,958Net Income 2017: $68,4462017Revenue 2018: $312,791Expenses 2018: $233,501Net Income 2018: $79,2902018Revenue 2019: $1,893,517Expenses 2019: $415,311Net Income 2019: $1,478,2062019Revenue 2020: $82,938Expenses 2020: $678,164Net Income 2020: -$595,2262020Revenue 2021: $2,033,710Expenses 2021: $978,605Net Income 2021: $1,055,1052021Revenue 2022: $455,255Expenses 2022: $1,704,867Net Income 2022: -$1,249,6122022Revenue 2023: $4,454,376Expenses 2023: $1,435,096Net Income 2023: $3,019,2802023Revenue 2024: $1,502,057Expenses 2024: $1,465,633Net Income 2024: $36,4242024

Highlighted filing

2016

Revenue$121,421
Expenses$45,383
Net Income$76,038
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 1, 2017
Return Version
2016v3.0
Gross Receipts
$121,421
Mission and Program Overview

Mission

To provide financial support to those students who attend the burrell college of osteopathic medicine and for medical and academic related research. The goal is to work together as a state and a region to increase and diversify our physician workforce, and care for the communities we call home.

Program Services

DescriptionGrantsExpenses
THE EARNINGS AND PRINCIPAL OF THE CORPORATION, AS DEEMED APPROPRIATE BY THE BOARD OF DIRECTORS, SHALL BE ADMINISTERED FOR SCHOLARSHIPS AND SUPPORT OF STUDENTS ATTENDING BURRELL COLLEGE OF OSTEOPATHIC MEDICINE IN LAS CRUCES, NEW MEXICO. ALSO, GRANTS WILL BE ADMINISTERED TO FURTHER MEDICAL RESEARCH RELATED TO OSTEOPATHIC MEDICINE CONDUCTED BY FACULTY MEMBERS OR OTHER EMPLOYEES OF BURRELL COLLEGE OF OSTEOPATHIC MEDICINE.$11,122$16,538
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WILLIAM BAKER DOPresident-$0--
RALPH MCCLISHSecretary/Tr-$0--
ORRIN MCLEOD DOPast Preside-$0--
JOHN L HUMMERBoard Member-$0--
GUILLERMO HERNANDEZ JR DOBoard Member-$0--
DON MARKETTO DOBoard Member-$0--
GEORGE MYCHASKIW II DOBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Sw Foundation for Osteopathic
EIN
85-0402214
Phone
5756443858
Address
3655 RESEARCH DRIVE, LAS CRUCES, NM 88003

Signing Officer

Name
William Baker Do
Title
President
Phone
5755286700
Signed
2017-05-01
Discuss with paid preparer
Yes

Preparer

Firm
Beasley Mitchell & Co Llp
Address
PO DRAWER 550, LAS CRUCES, NM 88004-0550
Preparer
Bradley M Beasley CPA
Phone
5755286700
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

“Bcom student tuition scholarship 12/12/2016 11,122 0 0”

Form 990-ez, Part I, Line 16

“Expenses travel & meetings 4,964 bank charges 111 credit card charges 366 taxes 20 seed pot project 3,000 translators 800 total 9,261”

Form 990-ez, Part III

“To provide financial support to those students who attend the burrell college of osteopathic medicine and for medical and academic related research. The goal is to work together as a state and a region to increase and diversify our physician workforce, and care for the communities we call home.”

Form 990-ez, Part III, Line 28

“The earnings and principal of the corporation, as deemed appropriate by the board of directors, shall be administered for scholarships and support of students attending burrell college of osteopathic medicine in las cruces, new mexico. Also, grants will be administered to further medical research related to osteopathic medicine conducted by faculty members or other employees of burrell college of osteopathic medicine.”

Raw XML Appendix140 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0BEASLEY MITCHELL CO LLP
IRS990EZ/BooksInCareOfDetail/PhoneNum05755286700
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LAS CRUCES
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd088004
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt076038
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0108225
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IRS990EZ/ExcessOrDeficitForYearAmt076038
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt025000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt00
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt011122
IRS990EZ/GrossReceiptsAmt0121421
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt076038
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt076038
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0WILLIAM BAKER DO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RALPH MCCLISH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ORRIN MCLEOD DO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOHN L HUMMER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4GUILLERMO HERNANDEZ JR DO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DON MARKETTO DO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6GEORGE MYCHASKIW II DO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY/TR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PAST PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt09261
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FINANCIAL SUPPORT TO THOSE STUDENTS WHO ATTEND THE BURRELL COLLEGE OF OSTEOPATHIC MEDICINE AND FOR MEDICAL AND ACADEMIC RELATED RESEARCH. THE GOAL IS TO WORK TOGETHER AS A STATE AND A REGION TO INCREASE AND DIVERSIFY OUR PHYSICIAN WORKFORCE, AND CARE FOR THE COMMUNITIES WE CALL HOME.
IRS990EZ/ProgramServiceRevenueAmt013196
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE EARNINGS AND PRINCIPAL OF THE CORPORATION, AS DEEMED APPROPRIATE BY THE BOARD OF DIRECTORS, SHALL BE ADMINISTERED FOR SCHOLARSHIPS AND SUPPORT OF STUDENTS ATTENDING BURRELL COLLEGE OF OSTEOPATHIC MEDICINE IN LAS CRUCES, NEW MEXICO. ALSO, GRANTS WILL BE ADMINISTERED TO FURTHER MEDICAL RESEARCH RELATED TO OSTEOPATHIC MEDICINE CONDUCTED BY FACULTY MEMBERS OR OTHER EMPLOYEES OF BURRELL COLLEGE OF OSTEOPATHIC MEDICINE.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt011122
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt016538
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt045383
IRS990EZ/TotalProgramServiceExpensesAmt016538
IRS990EZ/TotalRevenueAmt0121421
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0108225
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0108225
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt013196
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0108225
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0108225
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0108225
IRS990ScheduleA/TotalSupportAmt0108225
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BCOM STUDENT TUITION SCHOLARSHIP 12/12/2016 11,122 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES TRAVEL & MEETINGS 4,964 BANK CHARGES 111 CREDIT CARD CHARGES 366 TAXES 20 SEED POT PROJECT 3,000 TRANSLATORS 800 TOTAL 9,261
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE FINANCIAL SUPPORT TO THOSE STUDENTS WHO ATTEND THE BURRELL COLLEGE OF OSTEOPATHIC MEDICINE AND FOR MEDICAL AND ACADEMIC RELATED RESEARCH. THE GOAL IS TO WORK TOGETHER AS A STATE AND A REGION TO INCREASE AND DIVERSIFY OUR PHYSICIAN WORKFORCE, AND CARE FOR THE COMMUNITIES WE CALL HOME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EARNINGS AND PRINCIPAL OF THE CORPORATION, AS DEEMED APPROPRIATE BY THE BOARD OF DIRECTORS, SHALL BE ADMINISTERED FOR SCHOLARSHIPS AND SUPPORT OF STUDENTS ATTENDING BURRELL COLLEGE OF OSTEOPATHIC MEDICINE IN LAS CRUCES, NEW MEXICO. ALSO, GRANTS WILL BE ADMINISTERED TO FURTHER MEDICAL RESEARCH RELATED TO OSTEOPATHIC MEDICINE CONDUCTED BY FACULTY MEMBERS OR OTHER EMPLOYEES OF BURRELL COLLEGE OF OSTEOPATHIC MEDICINE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM BAKER DO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05755286700
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SW FOUNDATION FOR OSTEOPATHIC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EDUCATION AND RESEARCH
ReturnHeader/Filer/BusinessNameControlTxt0SWFO
ReturnHeader/Filer/EIN0850402214
ReturnHeader/Filer/PhoneNum05756443858
ReturnHeader/Filer/USAddress/AddressLine1Txt03655 RESEARCH DRIVE
ReturnHeader/Filer/USAddress/CityNm0LAS CRUCES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd088003
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0850366848
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO DRAWER 550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAS CRUCES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0880040550
ReturnHeader/PreparerPersonGrp/PhoneNum05755286700
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRADLEY M BEASLEY CPA
ReturnHeader/ReturnTs02017-05-03T10:26:58-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$76,038
Liabilities
-
Net assets
$76,038
Revenue
$121,421
Expenses
$45,383
Net income
$76,038
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.54$2.57$3.97$1.50$1.47$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.36$2.42$3.93$4.45$1.44$3.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.51$3.60$0.91$0.46$1.70$1.25
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.16$2.03$0.98$1.06
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.11$0.00$1.11$0.08$0.68$0.60
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$1.89$0.42$1.48
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.00$0.23$0.31$0.23$0.08
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$0.20$0.13$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.08$0.08$0.12$0.05$0.08
2011Summary only. Only limited summary data is available for this year.$0.00$0.00$0.03$0.06$0.03