Civic Intelligence

Tara School

990EZ • Fiscal year 2014 • EIN 85-0405947

Jul 01, 2013 to Jun 30, 2014 • Filed on May 13, 2015

Organization ProfileN/A

View Organization Page

1125 N Plata CircleSanta Fe, NM 87501

(505) 930-1633

Siviq Scores

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

Liabilities / Assets

94th percentile

1.04x

Higher debt load relative to assets than 94% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

99th percentile

9.88x

Higher debt load relative to revenue than 99% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

44th percentile

-0.3%

Faster asset growth than 44% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

38th percentile

-5.8%

Faster revenue growth than 38% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets94th percentile

Assets

Down

$399,700

Down $1,295 (-0.3%) from 2013

Net Assets

Up

-$15,839

Up $5,774 (+27%) from 2013

Liabilities

Down

$415,539

Down $7,069 (-1.7%) from 2013

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin70th percentile

Revenue

Down

$42,075

Down $2,586 (-5.8%) from 2013

Expenses

Down

$36,301

Down $1,947 (-5.1%) from 2013

Net Income

Down

$5,774

Down $639 (-10.0%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

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

$600K$400K$200K$0-$200KAssets 2011: $425,992Liabilities 2011: $449,080Net Assets 2011: -$23,0882011Assets 2012: $408,453Liabilities 2012: $436,479Net Assets 2012: -$28,0262012Assets 2013: $400,995Liabilities 2013: $422,608Net Assets 2013: -$21,6132013Assets 2014: $399,700Liabilities 2014: $415,539Net Assets 2014: -$15,8392014Assets 2015: $403,125Liabilities 2015: $409,220Net Assets 2015: -$6,0952015Assets 2016: $414,616Liabilities 2016: $401,955Net Assets 2016: $12,6612016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2014

Assets$399,700
Liabilities$415,539
Net Assets-$15,839
Open 2014 Filing

Operations Trend

Revenue Growth38th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $96,423Expenses 2011: $120,819Net Income 2011: -$24,3962011Revenue 2012: $43,260Expenses 2012: $48,198Net Income 2012: -$4,9382012Revenue 2013: $44,661Expenses 2013: $38,248Net Income 2013: $6,4132013Revenue 2014: $42,075Expenses 2014: $36,301Net Income 2014: $5,7742014Revenue 2015: $44,706Expenses 2015: $34,962Net Income 2015: $9,7442015Revenue 2016: $55,146Expenses 2016: $36,390Net Income 2016: $18,7562016Revenue 2017: $42,858Expenses 2017: $52,454Net Income 2017: -$9,5962017

Highlighted filing

2014

Revenue$42,075
Expenses$36,301
Net Income$5,774
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 13, 2015
Return Version
2013v4.0
Gross Receipts
$42,075
Mission and Program Overview

Mission

ELEMENTARY EDUCATION

Program Services

DescriptionGrantsExpenses
THE SCHOOL HAD INSTRUCTED CHILDREN IN KINDERGARTEN THROUGH THIRD GRADES IN THE ACADEMIC AREAS OF SCIENCE, MATHEMATICS, SOCIAL STUDIES, READING AND WRITING. APPROXIMATELY 13 STUDENTS BENEFITED BUT THE SCHOOL HAS NOW CLOSED AND THE SCHOOL BUILDING IS BEING LEASED UNTIL IT CAN BE SOLD.$36,301-
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANN LOCKHARTPresident-$0--
SHERI RAPHAELSONTreasurer-$0--
KEVIN JONESSecretary-$0--
Filing and Contact Details

Filer

EIN
85-0405947
Phone
5059301633

Signing Officer

Name
Ann Lockhart
Title
President
Signed
2015-05-13
Discuss with paid preparer
Yes

Preparer

Preparer
Debra A Weissman
Phone
5059883771
Supplemental Narrative

Additional Explanations

Other Assets.1012

“Intangible Assets - Beginning $3995 Intangible Assets - Ending $3842”

Total Liabilities.1007

“Secured Mortgages and Notes Payable - Beginning $418608 Secured Mortgages and Notes Payable - Ending $411539”

Total Liabilities.1

“SECURITY DEPOSITS - Beginning $4000 SECURITY DEPOSITS - Ending $4000”

Raw XML Appendix134 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/PersonNm0ANN LOCKHART
IRS990EZ/BooksInCareOfDetail/PhoneNum05059301633
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine101125 N PLATA CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/City0SANTA FE
IRS990EZ/BooksInCareOfDetail/USAddress/State0NM
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode087501
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07744
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt018712
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt05774
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0400995
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0399700
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt042075
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt042075
IRS990EZ/LandAndBuildingsGrp/BOYAmt0389256
IRS990EZ/LandAndBuildingsGrp/EOYAmt0377146
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-21613
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-15839
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-21613
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-15839
IRS990EZ/OccupancyRentUtltsAndMaintAmt036301
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANN LOCKHART
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SHERI RAPHAELSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KEVIN JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03995
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03842
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0ELEMENTARY EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE SCHOOL HAD INSTRUCTED CHILDREN IN KINDERGARTEN THROUGH THIRD GRADES IN THE ACADEMIC AREAS OF SCIENCE, MATHEMATICS, SOCIAL STUDIES, READING AND WRITING. APPROXIMATELY 13 STUDENTS BENEFITED BUT THE SCHOOL HAS NOW CLOSED AND THE SCHOOL BUILDING IS BEING LEASED UNTIL IT CAN BE SOLD.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt036301
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0422608
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0415539
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036301
IRS990EZ/TotalProgramServiceExpensesAmt036301
IRS990EZ/TotalRevenueAmt042075
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE SCHOOL PUBLICIZES ITS NON DISCRIMINATION POLICY IN ITS BROCHURES AND CATALOGS.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Intangible Assets - Beginning $3995 Intangible Assets - Ending $3842
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Secured Mortgages and Notes Payable - Beginning $418608 Secured Mortgages and Notes Payable - Ending $411539
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SECURITY DEPOSITS - Beginning $4000 SECURITY DEPOSITS - Ending $4000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Assets.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Total Liabilities.1007
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Total Liabilities.1
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN LOCKHART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10TARA SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0TARA
ReturnHeader/Filer/EIN0850405947
ReturnHeader/Filer/PhoneNum05059301633
ReturnHeader/Filer/USAddress/AddressLine101125 N PLATA CIRCLE
ReturnHeader/Filer/USAddress/City0SANTA FE
ReturnHeader/Filer/USAddress/State0NM
ReturnHeader/Filer/USAddress/ZIPCode087501
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Weissman & Carlson CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101010 Marquez Place Unit A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Santa Fe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode087505
ReturnHeader/PreparerPersonGrp/PhoneNum05059883771
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Debra A Weissman
ReturnHeader/ReturnTs02015-05-13T13:54:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$399,700
Liabilities
$415,539
Net assets
-$15,839
Revenue
$42,075
Expenses
$36,301
Net income
$5,774
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.43$0.52$0.10
2016Detailed filing. Detailed filing data is available for this year.$4.15$4.02$0.13$0.55$0.36$0.19
2015Detailed filing. Detailed filing data is available for this year.$4.03$4.09$0.06$0.45$0.35$0.10
2014Detailed filing. Detailed filing data is available for this year.$4.00$4.16$0.16$0.42$0.36$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.01$4.23$0.22$0.45$0.38$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.08$4.36$0.28$0.43$0.48$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.26$4.49$0.23$0.96$1.21$0.24