Civic Intelligence

Santa Fe Chamber Opportunities Fund

EIN 85-0460648 • 501(c)3 • Santa Fe, NM

Profile

Provide resources and support programs that will have a direct impact on improving the quality of workforce development.

PO Box 1928Santa Fe, NM 87504-1928

none

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

28th percentile

-4.0%

Higher net margin than 28% of similar nonprofits.

NTEE B90 • <$500k nonprofits • Source year 2024

Top Officer Pay

94th percentile

$42,000

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 50.8% of source-year revenue.

NTEE B90 • <$500k nonprofits • Source year 2024

Asset Growth

38th percentile

-8.4%

Faster asset growth than 38% of similar nonprofits.

NTEE B90 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

-16%

Faster revenue growth than 34% of similar nonprofits.

NTEE B90 • <$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$61,467

Down $5,627 (-8.4%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

$61,467

No earlier filing loaded for comparison.

Revenue

Down

$82,695

Down $15,819 (-16%) from 2023

Expenses

Down

$86,023

Down $5,062 (-5.6%) from 2023

Net Income

Down

-$3,328

Down $10,757 (-145%) from 2023

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $4,959Liabilities 2010: $02010Assets 2011: $10,085Net Assets 2011: $10,0852011Assets 2012: $13,348Liabilities 2012: $02012Assets 2013: $37,665Net Assets 2013: $37,6652013Assets 2014: $43,726Liabilities 2014: $02014Assets 2015: $81,788Net Assets 2015: $81,7882015Assets 2016: $75,045Liabilities 2016: $0Net Assets 2016: $75,0452016Assets 2017: $110,014Liabilities 2017: $0Net Assets 2017: $110,0142017Assets 2018: $91,295Liabilities 2018: $0Net Assets 2018: $91,2952018Assets 2019: $75,086Net Assets 2019: $75,0862019Assets 2020: $66,465Net Assets 2020: $66,4652020Assets 2021: $60,774Liabilities 2021: $522Net Assets 2021: $60,2522021Assets 2022: $61,966Liabilities 2022: $2,300Net Assets 2022: $59,6662022Assets 2023: $67,094Liabilities 2023: $02023Assets 2024: $61,467Net Assets 2024: $61,4672024

Highlighted filing

2024

Assets$61,467
Liabilities-
Net Assets$61,467

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $47,543Expenses 2010: $49,007Net Income 2010: -$1,4642010Revenue 2011: $57,579Expenses 2011: $52,453Net Income 2011: $5,1262011Revenue 2012: $58,235Expenses 2012: $54,972Net Income 2012: $3,2632012Revenue 2013: $124,242Expenses 2013: $107,702Net Income 2013: $16,5402013Revenue 2014: $112,048Expenses 2014: $106,037Net Income 2014: $6,0112014Revenue 2015: $164,888Expenses 2015: $126,826Net Income 2015: $38,0622015Revenue 2016: $102,335Expenses 2016: $109,078Net Income 2016: -$6,7432016Revenue 2017: $548,090Expenses 2017: $513,121Net Income 2017: $34,9692017Revenue 2018: $347,880Expenses 2018: $366,599Net Income 2018: -$18,7192018Revenue 2019: $139,990Expenses 2019: $156,199Net Income 2019: -$16,2092019Revenue 2020: $100,710Expenses 2020: $109,330Net Income 2020: -$8,6202020Revenue 2021: $54,706Expenses 2021: $60,921Net Income 2021: -$6,2152021Revenue 2022: $51,990Expenses 2022: $52,577Net Income 2022: -$5872022Revenue 2023: $98,514Expenses 2023: $91,085Net Income 2023: $7,4292023Revenue 2024: $82,695Expenses 2024: $86,023Net Income 2024: -$3,3282024

Highlighted filing

2024

Revenue$82,695
Expenses$86,023
Net Income-$3,328

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.61$0.61$0.83$0.86$0.03
2023Summary only. Only limited summary data is available for this year.$0.67$0.00$0.99$0.91$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.62$0.02$0.60$0.52$0.53$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.61$0.01$0.60$0.55$0.61$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.66$0.66$1.01$1.09$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.75$0.75$1.40$1.56$0.16
2018Summary only. Only limited summary data is available for this year.$0.91$0.00$0.91$3.48$3.67$0.19
2017Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$5.48$5.13$0.35
2016Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$1.02$1.09$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.82$1.65$1.27$0.38
2014Summary only. Only limited summary data is available for this year.$0.44$0.00$1.12$1.06$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.38$0.38$1.24$1.08$0.17
2012Summary only. Only limited summary data is available for this year.$0.13$0.00$0.58$0.55$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.10$0.58$0.52$0.05
2010Summary only. Only limited summary data is available for this year.$0.05$0.00$0.48$0.49$0.01
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 9, 2023
Return Version
2021v4.0
Gross Receipts
$51,990
Mission and Program Overview

Mission

Provide resources and support programs that will have a direct impact on improving the quality of workforce development.

Education ~ provide resources and support programs that will have a direct impact on improving the quality of workforce development.

Program Services

DescriptionGrantsExpenses
LEADERSHIP SANTA FE ~ TO SUPPORT PROGRAMS THAT HELP EDUCATE AND PROMOTE THE BUSINESS COMMUNITY.-$48,205
GENERAL PROGRAM ~ PROVIDE RESOURCES AND SUPPORT OF THE LOCAL BUSINESS--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID MARKWARDTProgram Dire-$39,000-$39,000
RIKKE LEE CHAVEZVice Chair-$0--
ANNE KAINVice Chair-$0--
MATTHEW JARAMILLOVice Chair-$0--
STEVE JOHNSONTreasurer-$0--
STEPHEN RESNICKChair-$0--
STEPHANIE GRAHAMVice Chair-$0--
BRIDGET DIXSONPresident An-$0--
Filing and Contact Details

Filer

Filer Name
Santa Fe Chamber Opportunities Fund
EIN
85-0460648
Phone
5059883279
Address
PO BOX 1928, SANTA FE, NM 87504-1928

Signing Officer

Name
Bridget Dixson
Title
President and CEO
Phone
5059883279
Signed
2023-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Carolyn H Gonzales CPA
Address
2213 BROTHERS RD 200, SANTA FE, NM 87505-6994
Preparer
Carolyn H Gonzales
Phone
5054249444
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses advertising 189 supplies 1,391 telephone 499 bank charges 585 website 789 events 893 insurance 1,137 total 5,483

Form 990-ez, Part II, Line 24

Equipment 32,054 32,054 less accumulated depreciation 32,054 32,054 total 0 0

Form 990-ez, Part II, Line 26

Deferred revenue 522 2,300

Form 990-ez, Part III

Education ~ provide resources and support programs that will have a direct impact on improving the quality of workforce development.

Raw XML Appendix165 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ORGANIZATION
IRS990EZ/BooksInCareOfDetail/PhoneNum05059883279
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 1928
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SANTA FE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd087504
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt060775
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt061966
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt032977
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-587
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06000
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt060775
IRS990EZ/Form990TotalAssetsGrp/EOYAmt061966
IRS990EZ/GrossReceiptsAmt051990
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt031
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt060253
IRS990EZ/NetAssetsOrFundBalancesEOYAmt059666
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt060253
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt059666
IRS990EZ/OccupancyRentUtltsAndMaintAmt02060
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt739000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0RIKKE LEE CHAVEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANNE KAIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MATTHEW JARAMILLO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3STEVE JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4STEPHEN RESNICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5STEPHANIE GRAHAM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BRIDGET DIXSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DAVID MARKWARDT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT AN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7PROGRAM DIRE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt05483
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0EDUCATION ~ PROVIDE RESOURCES AND SUPPORT PROGRAMS THAT WILL HAVE A DIRECT IMPACT ON IMPROVING THE QUALITY OF WORKFORCE DEVELOPMENT.
IRS990EZ/PrintingPublicationsPostageAmt034
IRS990EZ/ProgramServiceRevenueAmt018982
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0LEADERSHIP SANTA FE ~ TO SUPPORT PROGRAMS THAT HELP EDUCATE AND PROMOTE THE BUSINESS COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GENERAL PROGRAM ~ PROVIDE RESOURCES AND SUPPORT OF THE LOCAL BUSINESS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt048205
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt039000
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NM
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0522
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt02300
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052577
IRS990EZ/TotalProgramServiceExpensesAmt048205
IRS990EZ/TotalRevenueAmt051990
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 840
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt032977
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt043050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt075995
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0118855
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0319361
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0590238
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0105038
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0840
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0840
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.82730
IRS990ScheduleA/PublicSupportPY170Pct00.92410
IRS990ScheduleA/PublicSupportTotal170Amt0489014
IRS990ScheduleA/SubstantialContributorsTotAmt0101224
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt032977
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt043050
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt075995
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0118855
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0319361
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0590238
IRS990ScheduleA/TotalSupportAmt0591078
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES ADVERTISING 189 SUPPLIES 1,391 TELEPHONE 499 BANK CHARGES 585 WEBSITE 789 EVENTS 893 INSURANCE 1,137 TOTAL 5,483
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EQUIPMENT 32,054 32,054 LESS ACCUMULATED DEPRECIATION 32,054 32,054 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DEFERRED REVENUE 522 2,300
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EDUCATION ~ PROVIDE RESOURCES AND SUPPORT PROGRAMS THAT WILL HAVE A DIRECT IMPACT ON IMPROVING THE QUALITY OF WORKFORCE DEVELOPMENT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIDGET DIXSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT AND CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum05059883279
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA FE CHAMBER OPPORTUNITIES FUND
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0850460648
ReturnHeader/Filer/PhoneNum05059883279
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1928
ReturnHeader/Filer/USAddress/CityNm0SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd0875041928
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAROLYN H GONZALES CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02213 BROTHERS RD 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SANTA FE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0875056994
ReturnHeader/PreparerPersonGrp/PhoneNum05054249444
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROLYN H GONZALES
ReturnHeader/ReturnTs02023-05-10T13:23:35-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0BRIDGET
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DIXSON
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

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