Civic Intelligence

The Foundation for Monte Del Sol Charter School

990 • Fiscal year 2014 • EIN 85-0456767

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 17, 2014

Organization ProfileN/A
369 Montezuma Ave 189Santa Fe, NM 87501

(505) 660-5146

Siviq Scores

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

Liabilities / Assets

90th percentile

0.86x

Higher debt load relative to assets than 90% of similar nonprofits.

2014 filings • NTEE B • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

100th percentile

39.23x

Higher debt load relative to revenue than 100% of similar nonprofits.

2014 filings • NTEE B • $1M-$5M nonprofits • Source year 2014

Net Margin

4th percentile

-51%

Higher net margin than 4% of similar nonprofits.

2014 filings • NTEE B • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

31st percentile

$0

Higher top officer pay than 31% of similar nonprofits.

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

2014 filings • NTEE B • $1M-$5M nonprofits • Source year 2014

Asset Growth

22nd percentile

-3.2%

Faster asset growth than 22% of similar nonprofits.

2014 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

76th percentile

22%

Faster revenue growth than 76% of similar nonprofits.

2014 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$2,818,910

Down $93,750 (-3.2%) from 2013

Net Assets

Down

$404,639

Down $31,394 (-7.2%) from 2013

Liabilities

Down

$2,414,271

Down $62,356 (-2.5%) from 2013

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin4th percentile

Revenue

Up

$61,549

Up $11,103 (+22%) from 2013

Expenses

Up

$92,943

Up $22,336 (+32%) from 2013

Net Income

Down

-$31,394

Down $11,233 (-56%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth22nd percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,052,875Liabilities 2011: $2,591,582Net Assets 2011: $461,2932011Assets 2012: $2,978,729Liabilities 2012: $2,524,936Net Assets 2012: $453,7932012Assets 2013: $2,912,660Liabilities 2013: $2,476,627Net Assets 2013: $436,0332013Assets 2014: $2,818,910Liabilities 2014: $2,414,271Net Assets 2014: $404,6392014Assets 2015: $2,730,885Liabilities 2015: $2,336,008Net Assets 2015: $394,8772015Assets 2016: $2,649,943Liabilities 2016: $2,264,655Net Assets 2016: $385,2882016Assets 2017: $2,725,952Liabilities 2017: $2,309,682Net Assets 2017: $416,2702017Assets 2018: $2,633,184Liabilities 2018: $2,209,816Net Assets 2018: $423,3682018Assets 2019: $2,582,493Liabilities 2019: $2,128,114Net Assets 2019: $454,3792019Assets 2020: $2,475,925Liabilities 2020: $2,023,906Net Assets 2020: $452,0192020

Highlighted filing

2014

Assets$2,818,910
Liabilities$2,414,271
Net Assets$404,639
Open 2014 Filing

Operations Trend

Revenue Growth76th percentile

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

$400K$300K$200K$100K$0-$100KExpenses 2011: $88,7492011Expenses 2012: $68,4992012Revenue 2013: $50,446Expenses 2013: $70,607Net Income 2013: -$20,1612013Revenue 2014: $61,549Expenses 2014: $92,943Net Income 2014: -$31,3942014Revenue 2015: $78,267Expenses 2015: $96,029Net Income 2015: -$17,7622015Revenue 2016: $54,993Expenses 2016: $64,368Net Income 2016: -$9,3752016Revenue 2017: $105,447Expenses 2017: $74,465Net Income 2017: $30,9822017Revenue 2018: $114,934Expenses 2018: $107,836Net Income 2018: $7,0982018Revenue 2019: $290,614Expenses 2019: $259,603Net Income 2019: $31,0112019Revenue 2020: $321,419Expenses 2020: $323,779Net Income 2020: -$2,3602020

Highlighted filing

2014

Revenue$61,549
Expenses$92,943
Net Income-$31,394
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 17, 2014
Return Version
2013v3.1
Gross Receipts
$273,087
Mission and Program Overview

Mission

To provide funding to monte del sol charter school for educational activities and projects.

To provide funding to monte del sol charter school for educational activities and projects

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,848,003$2,765,859▼ $82,144
Savings and Temporary Cash Investments$20,576$20,587▲ $11
Intangible Assets$17,348$16,690▼ $658
Cash and Non-Interest-Bearing Accounts$26,733$13,728▼ $13,005
Accounts Receivable-$2,046-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,912,660$2,818,910▼ $93,750
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,454,627$2,389,794▼ $64,833
Grants Payable$22,000$24,477▲ $2,477
Total Liabilities$2,476,627$2,414,271▼ $62,356
Net Assets / Fund Balance
Temporarily Rstr Net Assets$436,033$404,639▼ $31,394
Total Net Assets Fund Balance$436,033$404,639▼ $31,394
Total Liabilities and Net Assets / Fund Balance$2,912,660$2,818,910▼ $93,750

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,340,859$862,898$3,203,757
Land$425,000-$425,000
Equipment-$1,829$1,829
Compensation and Service Providers
Top Officer Pay31st percentile

Board Members and Trustees

NameTitle
Dr Lori BrownPresident
Daniel CookeVice President
Dr Jamees LedyardEx Oficio
Galya BalatskyMember
Angela AdamsSecretary
Kenneth JosephTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$19,090
Program Service Revenue
$0
Investment Income
$31
Other Revenue
$42,428
All Other Contributions
$19,090
Change in Net Assets
$-31,394
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$92,943
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Insurance-$1,635-$1,635
Fees for Services Accounting-$1,460-$1,460
Other Expenses$89,363$170-$170
Fees for Services Legal-$20-$20
Total Functional Expenses$89,363$3,580$0$92,943
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
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
Backup withholding compliance
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
No
Other officer compensation reviewed
No
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, Part VI, Line 11B: Form 990 Review Process

“The foundation's board treasurer and/or chairperson reviews form 990 before filing.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“Information is available upon request”

Filing and Contact Details

Filer

EIN
85-0456767
Phone
5056605146

Signing Officer

Name
Paul Biderman
Title
President
Signed
2014-10-17
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
4
Independent Board Members
0
Employees
0

Preparer

Preparer
Lesley E Carlson
Phone
5059883771
Raw XML Appendix383 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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IRS990ScheduleD/BuildingsGrp/DepreciationAmt0862898
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03203757
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01829
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01829
IRS990ScheduleD/LandGrp/BookValueAmt0425000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0425000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02765859
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S BOARD TREASURER AND/OR CHAIRPERSON REVIEWS FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INFORMATION IS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt092943
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IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL BIDERMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE FOUNDATION FOR MONTE DEL SOL
ReturnHeader/Filer/BusinessName/BusinessNameLine20CHARTER SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0850456767
ReturnHeader/Filer/PhoneNum05056605146
ReturnHeader/Filer/USAddress/AddressLine10369 MONTEZUMA AVE 189
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/PreparerPersonNm0LESLEY E CARLSON
ReturnHeader/ReturnTs02014-10-27T11:43:15-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,818,910
Liabilities
$2,414,271
Net assets
$404,639
Revenue
$61,549
Expenses
$92,943
Net income
-$31,394
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$2.48$2.02$0.45$0.32$0.32$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.58$2.13$0.45$0.29$0.26$0.03
2018Detailed filing. Detailed filing data is available for this year.$2.63$2.21$0.42$0.11$0.11$0.01
2017Detailed filing. Detailed filing data is available for this year.$2.73$2.31$0.42$0.11$0.07$0.03
2016Detailed filing. Detailed filing data is available for this year.$2.65$2.26$0.39$0.05$0.06$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.73$2.34$0.39$0.08$0.10$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.82$2.41$0.40$0.06$0.09$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.91$2.48$0.44$0.05$0.07$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.98$2.52$0.45$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.05$2.59$0.46$0.09