Civic Intelligence

Tara School

990EZ • Fiscal year 2016 • EIN 85-0405947

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 26, 2016

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

0.97x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

99th percentile

7.29x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

87th percentile

34%

Higher net margin than 87% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

52nd percentile

2.9%

Faster asset growth than 52% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

76th percentile

23%

Faster revenue growth than 76% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets94th percentile

Assets

Up

$414,616

Up $11,491 (+2.9%) from 2015

Net Assets

Up

$12,661

Up $18,756 (+308%) from 2015

Liabilities

Down

$401,955

Down $7,265 (-1.8%) from 2015

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin87th percentile

Revenue

Up

$55,146

Up $10,440 (+23%) from 2015

Expenses

Up

$36,390

Up $1,428 (+4.1%) from 2015

Net Income

Up

$18,756

Up $9,012 (+92%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2016

Assets$414,616
Liabilities$401,955
Net Assets$12,661
Open 2016 Filing

Operations Trend

Revenue Growth76th 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

2016

Revenue$55,146
Expenses$36,390
Net Income$18,756
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 26, 2016
Return Version
2015v2.0
Gross Receipts
$55,146
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.$36,390-
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

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

Filer

Filer Name
Tara School
EIN
85-0405947
Phone
5059301633
Address
1125 N PLATA CIRCLE, SANTA FE, NM 87501

Signing Officer

Name
Ann Lockhart
Title
President
Signed
2016-10-26
Discuss with paid preparer
Yes

Preparer

Firm
Weissman & Carlson CPAs PC
Address
1010 Marquez Place Unit A, Santa Fe, NM 87505
Preparer
Debra A Weissman
Phone
5059883771
Supplemental Narrative

Additional Explanations

Other Assets.1012

“Intangible Assets - Beginning $3689 Intangible Assets - Ending $3536”

Total Liabilities.1007

“Secured Mortgages and Notes Payable - Beginning $405220 Secured Mortgages and Notes Payable - Ending $397955”

Total Liabilities.1

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

Raw XML Appendix135 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/AddressLine1Txt01125 N PLATA CIRCLE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA FE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd087501
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt034400
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt058154
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018756
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0403125
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0414616
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt055146
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt055146
IRS990EZ/LandAndBuildingsGrp/BOYAmt0365036
IRS990EZ/LandAndBuildingsGrp/EOYAmt0352926
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-6095
IRS990EZ/NetAssetsOrFundBalancesEOYAmt012661
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-6095
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt012661
IRS990EZ/OccupancyRentUtltsAndMaintAmt036390
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/BOYAmt03689
IRS990EZ/OtherAssetsTotalDetail/EOYAmt03536
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/GrantsAndAllocationsAmt036390
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NM
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0409220
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0401955
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036390
IRS990EZ/TotalProgramServiceExpensesAmt036390
IRS990EZ/TotalRevenueAmt055146
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 $3689 Intangible Assets - Ending $3536
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Secured Mortgages and Notes Payable - Beginning $405220 Secured Mortgages and Notes Payable - Ending $397955
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN LOCKHART
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TARA SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0TARA
ReturnHeader/Filer/EIN0850405947
ReturnHeader/Filer/PhoneNum05059301633
ReturnHeader/Filer/USAddress/AddressLine1Txt01125 N PLATA CIRCLE
ReturnHeader/Filer/USAddress/CityNm0SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087501
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Weissman & Carlson CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01010 Marquez Place Unit A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Fe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087505
ReturnHeader/PreparerPersonGrp/PhoneNum05059883771
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Debra A Weissman
ReturnHeader/ReturnTs02016-10-26T10:41:45-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

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
$414,616
Liabilities
$401,955
Net assets
$12,661
Revenue
$55,146
Expenses
$36,390
Net income
$18,756
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