Civic Intelligence

The Foundation for Monte Del Sol Charter School

990 • Fiscal year 2016 • EIN 85-0456767

Jul 01, 2015 to Jun 30, 2016 • Filed on Aug 19, 2016

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

0.85x

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

2016 filings • NTEE B • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

100th percentile

41.18x

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

2016 filings • NTEE B • $1M-$5M nonprofits • Source year 2016

Net Margin

11th percentile

-17%

Higher net margin than 11% of similar nonprofits.

2016 filings • NTEE B • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2016 filings • NTEE B • $1M-$5M nonprofits • Source year 2016

Asset Growth

27th percentile

-3.0%

Faster asset growth than 27% of similar nonprofits.

2016 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-30%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$2,649,943

Down $80,942 (-3.0%) from 2015

Net Assets

Down

$385,288

Down $9,589 (-2.4%) from 2015

Liabilities

Down

$2,264,655

Down $71,353 (-3.1%) from 2015

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin11th percentile

Revenue

Down

$54,993

Down $23,274 (-30%) from 2015

Expenses

Down

$64,368

Down $31,661 (-33%) from 2015

Net Income

Up

-$9,375

Up $8,387 (+47%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth27th 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

2016

Assets$2,649,943
Liabilities$2,264,655
Net Assets$385,288
Open 2016 Filing

Operations Trend

Revenue Growth9th 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

2016

Revenue$54,993
Expenses$64,368
Net Income-$9,375
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Aug 19, 2016
Return Version
2015v2.0
Gross Receipts
$263,661
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$2,683,715$2,601,571▼ $82,144
Savings and Temporary Cash Investments$20,597$20,616▲ $19
Intangible Assets$16,032$15,374▼ $658
Cash and Non-Interest-Bearing Accounts$10,541$12,042▲ $1,501
Accounts Receivable-$340-
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$2,730,885$2,649,943▼ $80,942
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,321,306$2,248,953▼ $72,353
Grants Payable$14,702$15,702▲ $1,000
Total Liabilities$2,336,008$2,264,655▼ $71,353
Net Assets / Fund Balance
Temporarily Rstr Net Assets$394,877$385,288▼ $9,589
Total Net Assets Fund Balance$394,877$385,288▼ $9,589
Total Liabilities and Net Assets / Fund Balance$2,730,885$2,649,943▼ $80,942

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,176,571$1,027,186$3,203,757
Land$425,000-$425,000
Equipment-$1,829$1,829
Compensation and Service Providers
Top Officer Pay32nd percentile

Board Members and Trustees

NameTitle
Dr Lori BrownPast President
Angela AdamsPresident
Daniel CookeVice President
Darlene MaestasBoard Member
Donicia HerreraBoard Member
Lynne EinlegerBoard Member
Galya BalatskySecretary
Jan RotondoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$9,896
Program Service Revenue
$0
Investment Income
$13
Other Revenue
$45,084
All Other Contributions
$9,896
Change in Net Assets
$-9,375
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$64,368
Total Fundraising Expense$1,479
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Accounting-$16,207-$16,207
Insurance-$1,837-$1,837
Other Expenses$44,065$234$1,479$234
Fees for Services Management-$150-$150
All Other Expenses-$142-$142
Office Expenses-$14-$14
Total Functional Expenses$44,065$18,824$1,479$64,368
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

Filer Name
The Foundation for Monte Del Sol
EIN
85-0456767
Phone
5056605146
Address
369 MONTEZUMA AVE 189, SANTA FE, NM 87501

Signing Officer

Name
Jan Rotondo
Title
Treasurer
Signed
2016-08-19
Discuss with paid preparer
Yes

Organization Details

Formed
2003
Legal Domicile
Nm
Voting Board Members
8
Independent Board Members
0
Employees
0

Preparer

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

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Decreases

“Prior year adjustment for incorrect accounts receivable = -$214”

Raw XML AppendixShowing 400 of 412 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt019090
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt016306
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt035284
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0115548
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt021
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt031
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt039
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt033
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0137
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/PublicSupportPY170Pct00.88780
IRS990ScheduleA/PublicSupportTotal170Amt081868
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt016306
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt035284
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0115548
IRS990ScheduleA/TotalSupportAmt0115685
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt02176571
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01027186
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt03203757
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01829
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01829
IRS990ScheduleD/LandGrp/BookValueAmt0425000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0425000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02601571
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION'S BOARD TREASURER AND/OR CHAIRPERSON REVIEWS FORM 990 BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1INFORMATION IS AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR YEAR ADJUSTMENT FOR INCORRECT ACCOUNTS RECEIVABLE = -$214
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Changes In Net Assets Or Fund Balances - Other Decreases
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IRS990/SignificantChangeInd0false
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018824
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt044065
IRS990/TotalFunctionalExpensesGrp/TotalAmt064368
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02336008
IRS990/TotalLiabilitiesEOYAmt02264655
IRS990/TotalLiabilitiesGrp/BOYAmt02336008
IRS990/TotalLiabilitiesGrp/EOYAmt02264655
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0394877
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0385288
IRS990/TotalProgramServiceExpensesAmt044065
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt045097
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt054993
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02730885
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02649943
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-12-15 16:53:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN ROTONDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-08-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FOUNDATION FOR MONTE DEL SOL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARTER SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0FOUN
ReturnHeader/Filer/EIN0850456767
ReturnHeader/Filer/PhoneNum05056605146
ReturnHeader/Filer/USAddress/AddressLine1Txt0369 MONTEZUMA AVE 189
ReturnHeader/Filer/USAddress/CityNm0SANTA FE
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ReturnHeader/Filer/USAddress/ZIPCd087501

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,649,943
Liabilities
$2,264,655
Net assets
$385,288
Revenue
$54,993
Expenses
$64,368
Net income
-$9,375
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