Civic Intelligence

Bosque School

990 • Fiscal year 2023 • EIN 85-0420092

Jul 01, 2022 to Jun 30, 2023 • Filed on May 06, 2024

Organization Profilewww.BosqueSchool.org

View Organization Page

4000 Bosque School Road NWAlbuquerque, NM 87120

(505) 898-6388

Siviq Scores

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

Liabilities / Assets

41st percentile

0.25x

Higher debt load relative to assets than 41% of similar nonprofits.

2023 filings • NTEE B • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

49th percentile

0.58x

Higher debt load relative to revenue than 49% of similar nonprofits.

2023 filings • NTEE B • $25M-$50M nonprofits • Source year 2023

Net Margin

62nd percentile

7.1%

Higher net margin than 62% of similar nonprofits.

2023 filings • NTEE B • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

56th percentile

$234,653

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2023 filings • NTEE B • $25M-$50M nonprofits • Source year 2023

Asset Growth

42nd percentile

2.5%

Faster asset growth than 42% of similar nonprofits.

2023 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

58th percentile

9.3%

Faster revenue growth than 58% of similar nonprofits.

2023 filings • NTEE B • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$34,545,480

Up $846,837 (+2.5%) from 2022

Net Assets

Up

$26,076,019

Up $1,315,987 (+5.3%) from 2022

Liabilities

Down

$8,469,461

Down $469,150 (-5.2%) from 2022

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin62nd percentile

Revenue

Up

$14,492,752

Up $1,234,195 (+9.3%) from 2022

Expenses

Up

$13,458,271

Up $714,584 (+5.6%) from 2022

Net Income

Up

$1,034,481

Up $519,611 (+101%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$40M$30M$20M$10M$0Assets 2011: $35,609,229Liabilities 2011: $13,182,960Net Assets 2011: $22,426,2692011Assets 2012: $36,229,241Liabilities 2012: $13,315,546Net Assets 2012: $22,913,6952012Assets 2013: $36,532,320Liabilities 2013: $12,922,643Net Assets 2013: $23,609,6772013Assets 2014: $30,804,933Liabilities 2014: $6,531,194Net Assets 2014: $24,273,7392014Assets 2015: $31,531,826Liabilities 2015: $6,916,126Net Assets 2015: $24,615,7002015Assets 2016: $30,354,151Liabilities 2016: $5,594,183Net Assets 2016: $24,759,9682016Assets 2017: $30,660,583Liabilities 2017: $5,293,428Net Assets 2017: $25,367,1552017Assets 2018: $30,459,177Liabilities 2018: $4,919,379Net Assets 2018: $25,539,7982018Assets 2019: $29,237,633Liabilities 2019: $3,739,226Net Assets 2019: $25,498,4072019Assets 2020: $29,064,478Liabilities 2020: $4,583,404Net Assets 2020: $24,481,0742020Assets 2021: $29,107,853Liabilities 2021: $3,373,875Net Assets 2021: $25,733,9782021Assets 2022: $33,698,643Liabilities 2022: $8,938,611Net Assets 2022: $24,760,0322022Assets 2023: $34,545,480Liabilities 2023: $8,469,461Net Assets 2023: $26,076,0192023Assets 2024: $33,849,046Liabilities 2024: $8,561,662Net Assets 2024: $25,287,3842024

Highlighted filing

2023

Assets$34,545,480
Liabilities$8,469,461
Net Assets$26,076,019
Open 2023 Filing

Operations Trend

Revenue Growth58th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $11,509,878Expenses 2011: $11,606,689Net Income 2011: -$96,8112011Revenue 2012: $12,266,069Expenses 2012: $11,701,259Net Income 2012: $564,8102012Expenses 2013: $12,173,1832013Revenue 2014: $12,865,370Expenses 2014: $12,545,796Net Income 2014: $319,5742014Revenue 2015: $13,377,544Expenses 2015: $12,941,426Net Income 2015: $436,1182015Revenue 2016: $13,372,207Expenses 2016: $13,232,228Net Income 2016: $139,9792016Revenue 2017: $13,504,592Expenses 2017: $13,158,925Net Income 2017: $345,6672017Revenue 2018: $13,315,361Expenses 2018: $13,227,608Net Income 2018: $87,7532018Revenue 2019: $13,948,363Expenses 2019: $14,136,452Net Income 2019: -$188,0892019Revenue 2020: $13,220,454Expenses 2020: $14,184,794Net Income 2020: -$964,3402020Revenue 2021: $13,804,163Expenses 2021: $13,593,102Net Income 2021: $211,0612021Revenue 2022: $13,258,557Expenses 2022: $12,743,687Net Income 2022: $514,8702022Revenue 2023: $14,492,752Expenses 2023: $13,458,271Net Income 2023: $1,034,4812023Revenue 2024: $13,044,706Expenses 2024: $14,247,935Net Income 2024: -$1,203,2292024

Highlighted filing

2023

Revenue$14,492,752
Expenses$13,458,271
Net Income$1,034,481
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 6, 2024
Return Version
2022v5.0
Gross Receipts
$15,258,690
Mission and Program Overview

Mission

To create transformative learning experiences that empower a diverse community of students to lead lives of intellectual curiosity, personal integrity, and compassionate contribution to a more just world.

Bosque School is a coeducational college preparatory school creating transformative learning experiences that empower a diverse community of students to lead lives of intellectual curiosity, personal integrity, and compassionate contribution to a more just world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$17,877,115$17,322,389▼ $554,726
Accounts Receivable$5,804,903$7,674,780▲ $1,869,877
Investments in Publicly Traded Securities$4,613,932$4,815,697▲ $201,765
Savings and Temporary Cash Investments$4,691,708$4,076,122▼ $615,586
Prepaid Expenses and Deferred Charges$179,561$225,937▲ $46,376
Pledges and Grants Receivable$87,275$224,158▲ $136,883
Cash and Non-Interest-Bearing Accounts$331,550$86,838▼ $244,712
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$33,698,643$34,545,480▲ $846,837
Other Assets Total$112,599$119,559▲ $6,960
Liabilities
Deferred Revenue$7,550,652$7,317,661▼ $232,991
Tax Exempt Bond Liabilities$1,027,419$831,793▼ $195,626
Accounts Payable and Accrued Expenses$360,546$320,007▼ $40,539
Total Liabilities$8,938,617$8,469,461▼ $469,156
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$21,400,501$22,441,845▲ $1,041,344
Net Assets With Donor Restrictions$3,359,525$3,634,174▲ $274,649
Total Net Assets Fund Balance$24,760,026$26,076,019▲ $1,315,993
Total Liabilities and Net Assets / Fund Balance$33,698,643$34,545,480▲ $846,837

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$9,810,112$8,579,340$18,389,452
Land$5,984,522-$5,984,522
Leasehold Improvements$1,126,676$2,921,968$4,048,644
Other Land Buildings$200,223$1,625,071$1,825,294
Equipment$200,856$940,286$1,141,142

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$4,619,283$1,240▲ $398,602-$4,819,699
2021$5,427,235$2,740▼ $639,245-$4,619,283
2020$4,456,194$8,990▲ $1,126,480-$5,427,235
2019$4,398,932$107,191▲ $105,837-$4,456,194
2018$4,215,980$17,411▲ $314,308$28,164$4,398,932
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jessie BarrieHead of SchoolFT$233,759$894$234,653
Thomas MacDonaldHead Upper SchoolFT$101,070-$101,070
Mary StockavasPast CFOFT$76,210$5,020$81,230
Brent WhellisCFOFT$59,004$201$59,205

Board Members and Trustees

NameTitle
Santana FontanaChair
Mark FidelVice Chair
Cara ChavezTrustee
Jose ViramontesTrustee
Kelly SmyerTrustee
Kristin Salazar-CoffmanTrustee
Lisa KrugerTrustee
Patrick WilkinsTrustee
Peter SanchezTrustee
Rachel GuptonTrustee
Shawn BermanTrustee
Peggy FindlayTrustee-NonVote
Lee PatchellSecretary
Marisa BarreraTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$717,836
Program Service Revenue
$13,607,719
Investment Income
$168,120
Other Revenue
$-923
All Other Contributions
$701,336
Change in Net Assets
$1,034,481

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,492,752
Revenue Not Reported on Form 990
$-2,216,906
Total Revenue per Audited Statements
$12,275,846
Total Revenue per Form 990
$14,492,752
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,428,453
Other Expenses$3,716,308
Grants and Similar Amounts Paid$3,313,510
Total Fundraising Expense$349,066
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,672,618$1,159,015$182,167$5,013,800
Grants to Domestic Individuals$3,313,510--$3,313,510
Depreciation Depletion$749,424$42,798$4,413$796,635
Other Employee Benefits$300,570$113,935$16,089$430,594
All Other Expenses$195,444$163,333$32,326$391,103
Payroll Taxes$272,056$99,148$13,802$385,006
Current Officers, Directors, Trustees, and Key Employees-$308,987$62,679$371,666
Occupancy$303,221$27,339$1,744$332,304
Pension Plan Contributions$163,990$60,065$3,332$227,387
Fees for Services Accounting-$225,488-$225,488
Fees for Services Other$120,711$45,625$694$167,030
Advertising-$138,288$26,590$164,878
Other Expenses$100,819--$100,819
Insurance$78,241$17,886$450$96,577
Office Expenses$26,120$51,810$4,780$82,710
Interest-$39,285-$39,285
Fees for Service Investment Mgmnt Fees-$28,256-$28,256
Total Functional Expenses$10,587,947$2,521,258$349,066$13,458,271

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$13,458,271
Total Expenses per Audited Statements$10,790,348
Expenses per Audited Statements$10,154,883
Expenses Not Reported on Financial Statements$3,303,388
Other Expense Adjustments$3,303,388
Expenses Not Reported on Form 990$635,465
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$38,378
Fundraising Gross Income$6,426
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Festival$22,926$6,426$16,560$-10,134
Total Events$22,926$6,426$38,378$-31,952
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The Form 990 is reviewed by the CFO, the Board Treasurer, the Head of School, the Finance Committee and the Chair of the Board of Trustees before filing. The Finance Committee makes a recommendation to the Board to accept the Form 990. The Form 990 is emailed to the full Board prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Bosque School follows the procedures of its Conflict of Interest Policy which details procedures for handling potential or actual conflicts. Officers, directors, trustees and key employees are required to annually complete a statement detailing any conflicts of interest. Any areas of concern are reviewed by the Board Chair and the Board Treasurer.”

Form 990, Part VI, Section B, Line 15A

“The Executive Committee of the Board of Trustees evaluates the Head of School's performance and determines any changes to compensation and contract. The compensation is set by review of statistical national and regional surveys of compensation for Heads of School at similar schools, as well as review of local conditions and performance. The National Association of Independent Schools and our accrediting organization, the Independent Schools Association of the Southwest both publish comparability data that is used in the determination.”

Form 990, Part VI, Section B, Line 15B

“The process for review and compensation analysis of other officers and key employees is the same as that described for the CEO, Executive Director and top management officials.”

Form 990, Part VI, Section C, Line 19

“All governing documents, policies and financial statements are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Bosque School
EIN
85-0420092
Phone
5058986388
Address
4000 Bosque School Road NW, Albuquerque, NM 87120

Signing Officer

Name
Mark Fidel
Title
Current Chair
Signed
2024-05-06
Discuss with paid preparer
Yes

Organization Details

Formed
1994
Legal Domicile
Nm
Voting Board Members
15
Independent Board Members
15
Employees
252
Volunteers
68

Preparer

Firm
Janice Moen CPA
Address
12 Vista Drive, Hooksett, NH 03106
Preparer
Janice Moen CPA
Phone
5052502231
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The School is a not-for-profit organization and qualifies as an organization described in Section 501(c)(3) of the Internal Revenue Code. As such, the School is exempt from federal income taxes under Section 501(a) except on net income derived from unrelated business activities. The School does not have a material unrelated business income tax liability for the years ended June 30, 2023 and June 30,2022. The School believes that it has taken no significant uncertain tax position.”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Related organization with separate 990 $616069”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“Financial Aid netted against revenue $3313510 Event expenses netted against revenue $-38378 Investment fees netted against revenue $28256”

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IRS990/Form990PartVIISectionAGrp/PersonNm2Mary Stockavas
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IRS990/Form990PartVIISectionAGrp/PersonNm6Lee Patchell
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IRS990/Form990PartVIISectionAGrp/PersonNm8Shawn Berman
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IRS990/Form990PartVIISectionAGrp/PersonNm13Peter Sanchez
IRS990/Form990PartVIISectionAGrp/PersonNm14Kelly Smyer
IRS990/Form990PartVIISectionAGrp/PersonNm15Jose Viramontes
IRS990/Form990PartVIISectionAGrp/PersonNm16Patrick Wilkins
IRS990/Form990PartVIISectionAGrp/PersonNm17Peggy Findlay
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt5Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt7Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0To create transformative learning experiences that empower a diverse community of students to lead lives of intellectual curiosity, personal integrity, and compassionate contribution to a more just world.
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt138386

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$34,545,480
Liabilities
$8,469,461
Net assets
$26,076,019
Revenue
$14,492,752
Expenses
$13,458,271
Net income
$1,034,481
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$33.8$8.56$25.3$13.0$14.2$1.20
2023Detailed filing. Detailed filing data is available for this year.$34.5$8.47$26.1$14.5$13.5$1.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.7$8.94$24.8$13.3$12.7$0.51
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.1$3.37$25.7$13.8$13.6$0.21
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.1$4.58$24.5$13.2$14.2$0.96
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.2$3.74$25.5$13.9$14.1$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.5$4.92$25.5$13.3$13.2$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.7$5.29$25.4$13.5$13.2$0.35
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.4$5.59$24.8$13.4$13.2$0.14
2015Detailed filing. Detailed filing data is available for this year.$31.5$6.92$24.6$13.4$12.9$0.44
2014Detailed filing. Detailed filing data is available for this year.$30.8$6.53$24.3$12.9$12.5$0.32
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.5$12.9$23.6$12.2
2012Summary only. Only limited summary data is available for this year.$36.2$13.3$22.9$12.3$11.7$0.56
2011Summary only. Only limited summary data is available for this year.$35.6$13.2$22.4$11.5$11.6$0.10