Civic Intelligence

The Foundation for Monte Del Sol Charter School

990 • Fiscal year 2018 • EIN 85-0456767

Jul 01, 2017 to Jun 30, 2018 • Filed on Feb 07, 2018

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

87th percentile

0.84x

Higher debt load relative to assets than 87% of similar nonprofits.

2018 filings • NTEE B • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

99th percentile

19.23x

Higher debt load relative to revenue than 99% of similar nonprofits.

2018 filings • NTEE B • $1M-$5M nonprofits • Source year 2018

Net Margin

57th percentile

6.2%

Higher net margin than 57% of similar nonprofits.

2018 filings • NTEE B • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2018 filings • NTEE B • $1M-$5M nonprofits • Source year 2018

Asset Growth

29th percentile

-3.4%

Faster asset growth than 29% of similar nonprofits.

2018 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

59th percentile

9.0%

Faster revenue growth than 59% of similar nonprofits.

2018 filings • NTEE B • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$2,633,184

Down $92,768 (-3.4%) from 2017

Net Assets

Up

$423,368

Up $7,098 (+1.7%) from 2017

Liabilities

Down

$2,209,816

Down $99,866 (-4.3%) from 2017

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin57th percentile

Revenue

Up

$114,934

Up $9,487 (+9.0%) from 2017

Expenses

Up

$107,836

Up $33,371 (+45%) from 2017

Net Income

Down

$7,098

Down $23,884 (-77%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2018

Assets$2,633,184
Liabilities$2,209,816
Net Assets$423,368
Open 2018 Filing

Operations Trend

Revenue Growth59th 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

2018

Revenue$114,934
Expenses$107,836
Net Income$7,098
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Feb 7, 2018
Return Version
2017v2.2
Gross Receipts
$326,005
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$2,519,427$2,437,283▼ $82,144
Savings and Temporary Cash Investments$93,700$84,797▼ $8,903
Cash and Non-Interest-Bearing Accounts$65,370$65,393▲ $23
Intangible Assets$47,115$45,371▼ $1,744
Accounts Receivable$340$340→ $0
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$2,725,952$2,633,184▼ $92,768
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,285,255$2,194,114▼ $91,141
Grants Payable$18,702$15,702▼ $3,000
Accounts Payable and Accrued Expenses$5,725--
Total Liabilities$2,309,682$2,209,816▼ $99,866
Net Assets / Fund Balance
Temporarily Rstr Net Assets$416,270$423,368▲ $7,098
Total Net Assets Fund Balance$416,270$423,368▲ $7,098
Total Liabilities and Net Assets / Fund Balance$2,725,952$2,633,184▼ $92,768

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,012,283$1,191,474$3,203,757
Land$425,000-$425,000
Equipment-$1,829$1,829
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Geraldine GloverBoard Member
Jennifer SaizBoard Member
Renell RoybalBoard Member
Wayne RoybalBoard Member
Donicia HerreraSecretary
Darlene MaestasTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$72,144
Program Service Revenue
$0
Investment Income
$109
Other Revenue
$42,681
All Other Contributions
$23,164
Change in Net Assets
$7,098
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$107,836
Total Fundraising Expense$2,162
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-$9,805-$9,805
Insurance$1,281--$1,281
Other Expenses$21,283$240$2,147$240
All Other Expenses-$55$15$70
Total Functional Expenses$95,574$10,100$2,162$107,836
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$24,802
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Raffle$48,980-$394-
Total Events$48,980-$24,802$-24,802
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
Yes
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
2018-02-07
Discuss with paid preparer
Yes

Organization Details

Formed
2003
Legal Domicile
Nm
Voting Board Members
6
Independent Board Members
0
Employees
0

Preparer

Firm
Mark Germer CPA LLC
Address
1010 Marquez Place Unit A, Santa Fe, NM 87505
Preparer
Debra A Weissman
Phone
5059883771
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt031
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
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IRS990ScheduleA/PublicSupportPY170Pct00.73940
IRS990ScheduleA/PublicSupportTotal170Amt0200381
IRS990ScheduleA/SubstantialContributorsTotAmt023551
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt034972
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt019090
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt01829
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01829
IRS990ScheduleD/LandGrp/BookValueAmt0425000
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt048980
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt048980
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024802
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0RAFFLE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt048980
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IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-24802
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt022733
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt022733
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0394
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0394
IRS990ScheduleG/SpecialFundraisingEventsInd0X
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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/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/TotalFunctionalExpensesGrp/TotalAmt0107836
IRS990/TotalGrossUBIAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0114934
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02725952
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02633184
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN ROTONDO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-07
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
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087501
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814196408
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Mark Germer CPA LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01010 Marquez Place Unit A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Fe
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087505
ReturnHeader/PreparerPersonGrp/PhoneNum05059883771

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,633,184
Liabilities
$2,209,816
Net assets
$423,368
Revenue
$114,934
Expenses
$107,836
Net income
$7,098
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