Civic Intelligence

Desert Academy at Santa Fe

EIN 85-0422089 • 501(c)3 • Santa Fe, NM

Profile

Education and college prep for students grades 6-12

7300 Old Santa Fe TrailSanta Fe, NM 87505

www.desertacademy.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2021

Net Margin

100th percentile

136%

Higher net margin than 100% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

1st percentile

-100%

Faster asset growth than 1% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2020 to 2021

Assets

Down

$29,238

Down $8,985,979 (-100%) from 2020

Liabilities

Down

$0

Down $7,887,523 (-100%) from 2020

Net Assets

Down

$29,238

Down $1,098,456 (-97%) from 2020

Revenue

Down

-$698,460

Down $3,898,728 (-122%) from 2020

Expenses

Down

$254,597

Down $2,773,679 (-92%) from 2020

Net Income

Down

-$953,057

Down $1,125,049 (-654%) from 2020

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0-$5.0MAssets 2011: $1,949,325Liabilities 2011: $2,038,454Net Assets 2011: -$89,1292011Assets 2012: $9,462,185Liabilities 2012: $8,980,836Net Assets 2012: $481,3492012Assets 2013: $10,290,346Liabilities 2013: $9,612,492Net Assets 2013: $677,8542013Assets 2014: $10,265,014Liabilities 2014: $9,711,652Net Assets 2014: $553,3622014Assets 2015: $10,013,533Liabilities 2015: $8,509,585Net Assets 2015: $1,503,9482015Assets 2016: $9,825,672Liabilities 2016: $8,478,666Net Assets 2016: $1,347,0062016Assets 2017: $9,477,310Liabilities 2017: $8,414,981Net Assets 2017: $1,062,3292017Assets 2018: $9,426,545Liabilities 2018: $8,026,336Net Assets 2018: $1,400,2092018Assets 2019: $8,781,693Liabilities 2019: $8,232,726Net Assets 2019: $548,9672019Assets 2020: $9,015,217Liabilities 2020: $7,887,523Net Assets 2020: $1,127,6942020Assets 2021: $29,238Liabilities 2021: $0Net Assets 2021: $29,2382021

Highlighted filing

2021

Assets$29,238
Liabilities$0
Net Assets$29,238

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $2,400,422Expenses 2011: $2,376,374Net Income 2011: $24,0482011Revenue 2012: $3,185,620Expenses 2012: $2,615,142Net Income 2012: $570,4782012Revenue 2013: $3,077,771Expenses 2013: $2,881,266Net Income 2013: $196,5052013Revenue 2014: $3,779,643Expenses 2014: $3,904,135Net Income 2014: -$124,4922014Revenue 2015: $4,986,728Expenses 2015: $4,036,142Net Income 2015: $950,5862015Revenue 2016: $3,721,050Expenses 2016: $3,877,992Net Income 2016: -$156,9422016Revenue 2017: $3,657,591Expenses 2017: $4,014,563Net Income 2017: -$356,9722017Revenue 2018: $3,531,289Expenses 2018: $3,488,401Net Income 2018: $42,8882018Revenue 2019: $3,497,563Expenses 2019: $3,578,127Net Income 2019: -$80,5642019Revenue 2020: $3,200,268Expenses 2020: $3,028,276Net Income 2020: $171,9922020Revenue 2021: -$698,460Expenses 2021: $254,597Net Income 2021: -$953,0572021

Highlighted filing

2021

Revenue-$698,460
Expenses$254,597
Net Income-$953,057

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.0
Gross Receipts
$7,819,644
Mission and Program Overview

Mission

Education and college prep for students grades 6-12

Provide education to a diverse student population grades 6-12

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,518,107--
Prepaid Expenses and Deferred Charges$117,800--
Accounts Receivable$113,058--
Cash and Non-Interest-Bearing Accounts$266,252$29,238▼ $237,014
Total Assets$9,015,217$29,238▼ $8,985,979
Liabilities
Unsecured Notes Loans Payable$7,193,924--
Other Liabilities$427,100--
Deferred Revenue$188,190--
Accounts Payable and Accrued Expenses$78,309--
Total Liabilities$7,887,523$0▼ $7,887,523
Net Assets / Fund Balance
Net Assets With Donor Restrictions$368,511--
Net Assets Without Donor Restrictions$759,183$29,238▼ $729,945
Total Net Assets Fund Balance$1,127,694$29,238▼ $1,098,456
Total Liabilities and Net Assets / Fund Balance$9,015,217$29,238▼ $8,985,979
Compensation and Service Providers

Board Members and Trustees

NameTitle
Trudy MoonPresident
Ben AlaimoTrustee
Lorissa LongfellowTrustee
Monica ScarboroughSecretary
Marquita RusselTreasurer
Tom ClarkVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$515,906
Program Service Revenue
$56,394
Investment Income
$-1,270,760
Other Revenue
$0
All Other Contributions
$188,806
Change in Net Assets
$-953,057
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$158,559
Other Expenses$96,038
Total Fundraising Expense$1,593
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$90,136$43,050$1,345$134,531
Fees for Services Other$43,880$443-$44,323
Fees for Services Accounting-$16,780-$16,780
Other Employee Benefits$8,875$4,238$132$13,245
Payroll Taxes$7,224$3,451$108$10,783
Occupancy$4,344$2,140-$6,484
Insurance$3,672$598-$4,270
All Other Expenses$1,458--$1,458
Other Expenses$785--$785
Fees for Services Legal-$515-$515
Interest$181$120-$301
Advertising$30-$8$38
Total Functional Expenses$181,669$71,335$1,593$254,597
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

From 990 and related attachments are reviewed by the finance committee and board of directors prior to filing.

Form 990, Page 6, Part VI, Line 12C

Conflicts of interest and related party transactions are disclosed by trustees on an annual basis, and reviewed during the annual independent audit.

Form 990, Page 6, Part VI, Line 15A

The board's compensation committee reviews and approves the compensation package of all employees, executive director included, using applicable compensation surveys, studies, and other data.

Form 990, Page 6, Part VI, Line 15B

The board's compensation committee reviews and approves the compensation package of all employees, executive director included, using applicable compensation surveys, studies, and other data.

Form 990, Page 6, Part VI, Line 19

Desert academy governing documents are available upon written request. Complated 990 returns are also available on www.guidestar.org

Filing and Contact Details

Filer

Filer Name
Desert Academy at Santa Fe
EIN
85-0422089
Phone
5059928284
Address
7300 OLD SANTA FE TRAIL, SANTA FE, NM 87505

Signing Officer

Name
Trudy Moon
Title
President
Phone
5059928284
Signed
2022-05-16

Organization Details

Principal Officer
Trudy Moon
Formed
1994
Legal Domicile
Nm
Voting Board Members
6
Independent Board Members
6
Employees
41

Preparer

Firm
Eun K Hong CPA
Address
228 S ST FRANCIS DR BLDG C-1, SANTA FE, NM 87505
Preparer
Eun K Hong
Phone
5059922906
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Education contract services 43,880 443 0

Form 990, Part XI, Line 9

Tuition receivable -145,399 bank balance 0 total -145,399 14540

Raw XML AppendixShowing 400 of 406 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.

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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt2CAVU CO
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02021-07-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt12021-07-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt22021-07-31
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0911864667
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN1911864667
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN2911864667
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt04194068
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt1516803
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt23776220
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0CORP.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt1CORP.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt2CORP.
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0BOOK VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt1BOOK VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt2BOOK VALUE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0525 N 132ND STREET
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt1525 N 132ND STREET
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt2525 N 132ND STREET
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0OMAHA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm1OMAHA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm2OMAHA
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0NE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd1NE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd2NE
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd068154
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd168154
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd268154
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0DESERT ACADEMY AT SANTA FE TRANSFERRED ALL REAL PROPERTY IT HELD TO CAVU CORPORATION CO IN EXCHANGE OF RELEASING THE SCHOOL OF ALL LONG-TERM MORTGAGE.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE N
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FROM 990 AND RELATED ATTACHMENTS ARE REVIEWED BY THE FINANCE COMMITTEE AND BOARD OF DIRECTORS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICTS OF INTEREST AND RELATED PARTY TRANSACTIONS ARE DISCLOSED BY TRUSTEES ON AN ANNUAL BASIS, AND REVIEWED DURING THE ANNUAL INDEPENDENT AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD'S COMPENSATION COMMITTEE REVIEWS AND APPROVES THE COMPENSATION PACKAGE OF ALL EMPLOYEES, EXECUTIVE DIRECTOR INCLUDED, USING APPLICABLE COMPENSATION SURVEYS, STUDIES, AND OTHER DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD'S COMPENSATION COMMITTEE REVIEWS AND APPROVES THE COMPENSATION PACKAGE OF ALL EMPLOYEES, EXECUTIVE DIRECTOR INCLUDED, USING APPLICABLE COMPENSATION SURVEYS, STUDIES, AND OTHER DATA.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESERT ACADEMY GOVERNING DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST. COMPLATED 990 RETURNS ARE ALSO AVAILABLE ON WWW.GUIDESTAR.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EDUCATION CONTRACT SERVICES 43,880 443 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TUITION RECEIVABLE -145,399 BANK BALANCE 0 TOTAL -145,399 14540
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NM
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0true
IRS990/TotalAssetsBOYAmt09015217
IRS990/TotalAssetsEOYAmt029238
IRS990/TotalAssetsGrp/BOYAmt09015217
IRS990/TotalAssetsGrp/EOYAmt029238
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0515906
IRS990/TotalEmployeeCnt041
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01593
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt071335
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0181669
IRS990/TotalFunctionalExpensesGrp/TotalAmt0254597
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07887523
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt07887523
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01127694
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt029238
IRS990/TotalProgramServiceExpensesAmt0181669
IRS990/TotalProgramServiceRevenueAmt056394
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-1214366
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-698460
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09015217
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt029238
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt07193924
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01106 OAK AVE
IRS990/USAddress/CityNm0SANTA FE
IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd087501
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.DESERTACADEMY.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUDY MOON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05059928284
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DESERT ACADEMY AT SANTA FE
ReturnHeader/Filer/BusinessNameControlTxt0DESE
ReturnHeader/Filer/EIN0850422089
ReturnHeader/Filer/PhoneNum05059928284
ReturnHeader/Filer/USAddress/AddressLine1Txt07300 OLD SANTA FE TRAIL
ReturnHeader/Filer/USAddress/CityNm0SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087505
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461752869
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EUN K HONG CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0228 S ST FRANCIS DR BLDG C-1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA FE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087505
ReturnHeader/PreparerPersonGrp/PhoneNum05059922906
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EUN K HONG
ReturnHeader/ReturnTs02022-05-16T23:53:27-05:00

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