Civic Intelligence

Carlos Gilbert Ptk Inc

EIN 85-0471652 • 501(c)3 • Santa Fe, NM

Profile

Support Carlos Gilbert Elementary k-6

300 Griffin StreetSanta Fe, NM 87501
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

21st percentile

-16%

Higher net margin than 21% of similar nonprofits.

NTEE B94 • <$500k nonprofits • Source year 2024

Top Officer Pay

99th percentile

$0

Higher top officer pay than 99% of similar nonprofits.

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

NTEE B94 • <$500k nonprofits • Source year 2024

Asset Growth

29th percentile

-11%

Faster asset growth than 29% of similar nonprofits.

NTEE B94 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

20%

Faster revenue growth than 71% of similar nonprofits.

NTEE B94 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$84,727

Down $9,946 (-11%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$84,727

Down $9,945 (-11%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin21st percentile

Revenue

Up

$63,401

Up $10,688 (+20%) from 2023

Expenses

Up

$73,347

Up $25,852 (+54%) from 2023

Net Income

Down

-$9,946

Down $15,164 (-291%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth29th percentile

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

$150K$100K$50K$0Assets 2011: $93,107Liabilities 2011: $8232011Assets 2012: $75,789Liabilities 2012: $1,0392012Assets 2013: $87,858Liabilities 2013: $3,5742013Assets 2014: $76,380Liabilities 2014: $4,5272014Assets 2015: $89,767Liabilities 2015: $4,7632015Assets 2016: $102,662Liabilities 2016: $4,3322016Assets 2017: $89,738Liabilities 2017: $5,0462017Assets 2018: $89,343Liabilities 2018: $5,2762018Assets 2019: $89,229Liabilities 2019: $5,2762019Assets 2020: $75,318Liabilities 2020: $6002020Assets 2023: $94,673Net Assets 2023: $94,6722023Assets 2024: $84,727Net Assets 2024: $84,7272024

Highlighted filing

2024

Assets$84,727
Liabilities-
Net Assets$84,727
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

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

$100K$50K$0-$50KRevenue 2011: $48,320Expenses 2011: $43,917Net Income 2011: $4,4032011Revenue 2012: $42,352Expenses 2012: $59,886Net Income 2012: -$17,5342012Revenue 2013: $44,319Expenses 2013: $34,582Net Income 2013: $9,7372013Revenue 2014: $26,399Expenses 2014: $38,559Net Income 2014: -$12,1602014Revenue 2015: $53,177Expenses 2015: $39,690Net Income 2015: $13,4872015Revenue 2016: $57,382Expenses 2016: $44,174Net Income 2016: $13,2082016Revenue 2017: $42,660Expenses 2017: $56,297Net Income 2017: -$13,6372017Revenue 2018: $43,055Expenses 2018: $43,680Net Income 2018: -$6252018Revenue 2019: $44,697Expenses 2019: $44,811Net Income 2019: -$1142019Revenue 2020: $13,014Expenses 2020: $27,226Net Income 2020: -$14,2122020Revenue 2023: $52,713Expenses 2023: $47,495Net Income 2023: $5,2182023Revenue 2024: $63,401Expenses 2024: $73,347Net Income 2024: -$9,9462024

Highlighted filing

2024

Revenue$63,401
Expenses$73,347
Net Income-$9,946
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$84,727
Liabilities
-
Net assets
$84,727
Revenue
$63,401
Expenses
$73,347
Net income
-$9,946
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.85$0.85$0.63$0.73$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.95$0.95$0.53$0.47$0.05
2020Summary only. Only limited summary data is available for this year.$0.75$0.01$0.13$0.27$0.14
2019Summary only. Only limited summary data is available for this year.$0.89$0.05$0.45$0.45$0.00
2018Summary only. Only limited summary data is available for this year.$0.89$0.05$0.43$0.44$0.01
2017Summary only. Only limited summary data is available for this year.$0.90$0.05$0.43$0.56$0.14
2016Summary only. Only limited summary data is available for this year.$1.03$0.04$0.57$0.44$0.13
2015Summary only. Only limited summary data is available for this year.$0.90$0.05$0.53$0.40$0.13
2014Summary only. Only limited summary data is available for this year.$0.76$0.05$0.26$0.39$0.12
2013Summary only. Only limited summary data is available for this year.$0.88$0.04$0.44$0.35$0.10
2012Summary only. Only limited summary data is available for this year.$0.76$0.01$0.42$0.60$0.18
2011Summary only. Only limited summary data is available for this year.$0.93$0.01$0.48$0.44$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 19, 2025
Return Version
2024v5.0
Gross Receipts
$74,757
Mission and Program Overview

Mission

Supports Carlos Gilbert Elementary k-6

Program Services

DescriptionGrantsExpenses
Classroom Support$71,405$71,405
Compensation and Service Providers
Top Officer Pay99th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dana TapiaTreasurer-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Carnival$50,070$39,317-$39,317
Parking Fundraiser$5,464$5,281-$5,281
Total Events$55,534$44,598$0$44,598
Filing and Contact Details

Filer

Filer Name
Carlos Gilbert Ptk Inc
EIN
85-0471652
Phone
5054707244
Address
300 Griffin Street, Santa Fe, NM 87501

Signing Officer

Name
Dana Tapia
Title
Treasurer
Phone
5054707244
Signed
2025-05-19
Supplemental Narrative

Additional Explanations

Part I, Line 10

“Classroom Support, Administrative Expenses, Teacher Support, Website and POS costs, and end of year Donations”

Part I, Line 16

“Admin Costs, Printing signs”

Raw XML Appendix127 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/PersonNm0Dana Tapia
IRS990EZ/BooksInCareOfDetail/PhoneNum05054707244
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03 ABIERTO WAY 15LT
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Santa Fe
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd087506
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt094673
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt084727
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt010600
IRS990EZ/CostOfGoodsSoldAmt0603
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-9946
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt094673
IRS990EZ/Form990TotalAssetsGrp/EOYAmt084727
IRS990EZ/FundraisingGrossIncomeAmt055534
IRS990EZ/GrantsAndSimilarAmountsPaidAmt071405
IRS990EZ/GrossProfitLossSlsOfInvntryAmt07989
IRS990EZ/GrossReceiptsAmt074757
IRS990EZ/GrossSalesOfInventoryAmt08592
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt031
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt094673
IRS990EZ/NetAssetsOrFundBalancesEOYAmt084727
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt094673
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt084727
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Dana Tapia
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Treasurer
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt01942
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Supports Carlos Gilbert Elementary k-6
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Classroom Support
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt071405
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt071405
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt010753
IRS990EZ/SpecialEventsNetIncomeLossAmt044781
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt073347
IRS990EZ/TotalProgramServiceExpensesAmt071405
IRS990EZ/TotalRevenueAmt063401
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt010600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt09050
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt019650
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt019650
IRS990ScheduleA/SupportedOrganizationsCnt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt010600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt09050
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt019650
IRS990ScheduleA/TotalSupportAmt019650
IRS990ScheduleG/FundraisingEventInformationGrp/CashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt010936
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0183
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt010753
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Parking Fundraiser
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Carnival
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt05464
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt050070
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt055534
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt05281
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt039317
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt044598
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt044598
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Classroom Support, Administrative Expenses, Teacher Support, Website and POS costs, and end of year Donations
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Admin Costs, Printing signs
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 16
ReasonableCauseExplanation/ExplanationTxt0The school organization as not clear on if the treasurer was going to file or hire a company to file. It got lost in translation and a brand new treasurer is now trying to get it done!
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Dana Tapia
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05054707244
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARLOS GILBERT PTK INC
ReturnHeader/Filer/BusinessNameControlTxt0CARL
ReturnHeader/Filer/EIN0850471652
ReturnHeader/Filer/PhoneNum05054707244
ReturnHeader/Filer/USAddress/AddressLine1Txt0300 Griffin Street
ReturnHeader/Filer/USAddress/CityNm0Santa Fe
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087501
ReturnHeader/ReturnTs02025-05-19T20:03:12Z
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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