Civic Intelligence

Banner Foundation

990PF • Fiscal year 2019 • EIN 85-0446587

Jul 01, 2018 to Jun 30, 2019 • Filed on May 15, 2020

6844 Rio Grande Blvd NWLos Ranchos, NM 87107-6300

(505) 878-7200

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.00x

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

2019 filings • NTEE T • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

73rd percentile

0.00x

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

2019 filings • NTEE T • $500k-$1M nonprofits • Source year 2019

Net Margin

78th percentile

47%

Higher net margin than 78% of similar nonprofits.

2019 filings • NTEE T • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2019 filings • NTEE T • $500k-$1M nonprofits • Source year 2019

Asset Growth

59th percentile

2.4%

Faster asset growth than 59% of similar nonprofits.

2019 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

34th percentile

-21%

Faster revenue growth than 34% of similar nonprofits.

2019 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$689,849

Up $16,295 (+2.4%) from 2018

Net Assets

Up

$689,849

Up $16,295 (+2.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$35,002

Down $9,285 (-21%) from 2018

Expenses

Down

$18,707

Down $93,072 (-83%) from 2018

Net Income

Up

$16,295

Up $83,787 (+124%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2012: $764,628Liabilities 2012: $02012Assets 2013: $763,812Liabilities 2013: $0Net Assets 2013: $763,8122013Assets 2014: $826,784Liabilities 2014: $0Net Assets 2014: $826,7842014Assets 2015: $797,444Liabilities 2015: $0Net Assets 2015: $797,4442015Assets 2016: $755,112Liabilities 2016: $0Net Assets 2016: $755,1122016Assets 2017: $741,055Liabilities 2017: $0Net Assets 2017: $741,0552017Assets 2018: $673,554Liabilities 2018: $0Net Assets 2018: $673,5542018Assets 2019: $689,849Liabilities 2019: $0Net Assets 2019: $689,8492019Assets 2020: $705,118Liabilities 2020: $0Net Assets 2020: $705,1182020Assets 2021: $707,780Liabilities 2021: $0Net Assets 2021: $707,7802021Assets 2022: $678,758Liabilities 2022: $0Net Assets 2022: $678,7582022Assets 2023: $662,620Liabilities 2023: $12023

Highlighted filing

2019

Assets$689,849
Liabilities$0
Net Assets$689,849

Operations Trend

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

$150K$100K$50K$0-$50K-$100KRevenue 2012: $30,136Expenses 2012: $21,717Net Income 2012: $8,4192012Expenses 2013: $64,1862013Revenue 2014: $127,765Expenses 2014: $64,793Net Income 2014: $62,9722014Revenue 2015: $41,049Expenses 2015: $70,389Net Income 2015: -$29,3402015Revenue 2016: $45,765Expenses 2016: $88,097Net Income 2016: -$42,3322016Revenue 2017: $43,322Expenses 2017: $57,379Net Income 2017: -$14,0572017Revenue 2018: $44,287Expenses 2018: $111,779Net Income 2018: -$67,4922018Revenue 2019: $35,002Expenses 2019: $18,707Net Income 2019: $16,2952019Revenue 2020: $55,490Expenses 2020: $40,221Net Income 2020: $15,2692020Revenue 2021: $18,362Expenses 2021: $15,700Net Income 2021: $2,6622021Revenue 2022: $34,275Expenses 2022: $63,297Net Income 2022: -$29,0222022Revenue 2023: $19,612Expenses 2023: $35,750Net Income 2023: -$16,1382023

Highlighted filing

2019

Revenue$35,002
Expenses$18,707
Net Income$16,295
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 15, 2020
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CYRENE INMANPresident-$0--
MARY ZOUHARSecretary-$0--
RAYMOND ZOUHARDirector-$0--
Filing and Contact Details

Filer

Filer Name
Banner Foundation
EIN
85-0446587
Phone
5058787200
Address
6844 RIO GRANDE BLVD NW, LOS RANCHOS, NM 87107-6300

Signing Officer

Name
Cyrene Inman
Title
President
Phone
5058787200
Signed
2020-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams Llp
Address
6565 AMERICAS PARKWAY NE STE 600, ALBUQUERQUE, NM 87110
Preparer
Thomas C Broderick
Phone
5058787200
Raw XML Appendix379 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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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.061306
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051973
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0242
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0769780
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0779988
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0783772
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0798186
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0875751
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0910888
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt07896
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.382433
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt07896
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt07896
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt07896
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MOSS ADAMS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06565 AMERICAS PARKWAY NE SUITE 600
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ALBUQUERQUE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd087110
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0NM
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05058787200
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt05000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALBUQUERQUE HEADING HOME
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0215 THIRD STREET SW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ALBUQUERQUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd087102
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt05000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07896
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt038005
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt030109
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt056833
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt04472
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt029250
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05185
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt030109
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt065631
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt056833
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt04472
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt04326
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07896
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt065631
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt095740
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0343
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0343
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt09503
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt09503
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CYRENE INMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05058787200
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BANNER FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BANN
ReturnHeader/Filer/EIN0850446587
ReturnHeader/Filer/PhoneNum05058787200
ReturnHeader/Filer/USAddress/AddressLine1Txt06844 RIO GRANDE BLVD NW
ReturnHeader/Filer/USAddress/CityNm0LOS RANCHOS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd0871076300
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId096BCAAE376D6D30A5DB09319FE485F6C7FDBADA3
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.26.106.144
ReturnHeader/FilingSecurityInformation/IPDt02020-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0MD
ReturnHeader/FilingSecurityInformation/IPTm017:09:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOSS ADAMS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06565 AMERICAS PARKWAY NE STE 600
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBUQUERQUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087110
ReturnHeader/PreparerPersonGrp/PhoneNum05058787200
ReturnHeader/PreparerPersonGrp/PreparationDt02020-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS C BRODERICK
ReturnHeader/ReturnTs02020-06-05T19:03:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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