Civic Intelligence

Albuquerque Academy for Boys Trust 1

990 • Fiscal year 2025 • EIN 85-6008015

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 10, 2025

Organization ProfileN/A
PO Box 1532Pennington, NJ 08534-0691

(888) 866-3275

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

4th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

86th percentile

38%

Higher net margin than 86% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

34th percentile

$191,443

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 9.8% of source-year revenue.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

36th percentile

2.2%

Faster asset growth than 36% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

2nd percentile

-60%

Faster revenue growth than 2% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$34,676,161

Up $751,958 (+2.2%) from 2024

Net Assets

Up

$34,676,161

Up $751,958 (+2.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin86th percentile

Revenue

Down

$1,958,481

Down $2,977,667 (-60%) from 2024

Expenses

Down

$1,211,894

Down $462,233 (-28%) from 2024

Net Income

Down

$746,587

Down $2,515,434 (-77%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$40M$30M$20M$10M$0Assets 2011: $26,808,947Liabilities 2011: $0Net Assets 2011: $26,808,9472011Assets 2012: $26,662,787Liabilities 2012: $0Net Assets 2012: $26,662,7872012Assets 2013: $27,357,047Liabilities 2013: $0Net Assets 2013: $27,357,0472013Assets 2014: $29,901,322Liabilities 2014: $0Net Assets 2014: $29,901,3222014Assets 2015: $30,293,978Liabilities 2015: $0Net Assets 2015: $30,293,9782015Assets 2016: $29,990,000Liabilities 2016: $0Net Assets 2016: $29,990,0002016Assets 2017: $30,525,087Liabilities 2017: $0Net Assets 2017: $30,525,0872017Assets 2018: $31,981,047Liabilities 2018: $0Net Assets 2018: $31,981,0472018Assets 2019: $31,345,893Liabilities 2019: $0Net Assets 2019: $31,345,8932019Assets 2020: $31,714,040Liabilities 2020: $0Net Assets 2020: $31,714,0402020Assets 2021: $31,569,858Liabilities 2021: $0Net Assets 2021: $31,569,8582021Assets 2022: $31,597,273Liabilities 2022: $0Net Assets 2022: $31,597,2732022Assets 2023: $30,664,796Liabilities 2023: $0Net Assets 2023: $30,664,7962023Assets 2024: $33,924,203Liabilities 2024: $0Net Assets 2024: $33,924,2032024Assets 2025: $34,676,161Liabilities 2025: $0Net Assets 2025: $34,676,1612025

Highlighted filing

2025

Assets$34,676,161
Liabilities$0
Net Assets$34,676,161
Open 2025 Filing

Operations Trend

Revenue Growth2nd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,529,191Expenses 2011: $1,786,522Net Income 2011: -$257,3312011Revenue 2012: $1,652,068Expenses 2012: $1,798,228Net Income 2012: -$146,1602012Revenue 2013: $2,569,001Expenses 2013: $1,810,136Net Income 2013: $758,8652013Revenue 2014: $4,433,256Expenses 2014: $1,816,357Net Income 2014: $2,616,8992014Revenue 2015: $1,591,599Expenses 2015: $1,243,201Net Income 2015: $348,3982015Revenue 2016: $1,284,036Expenses 2016: $1,282,692Net Income 2016: $1,3442016Revenue 2017: $1,915,992Expenses 2017: $1,294,159Net Income 2017: $621,8332017Revenue 2018: $2,438,134Expenses 2018: $1,308,549Net Income 2018: $1,129,5852018Revenue 2019: $894,851Expenses 2019: $1,561,145Net Income 2019: -$666,2942019Revenue 2020: $1,807,615Expenses 2020: $1,449,229Net Income 2020: $358,3862020Revenue 2021: $1,381,622Expenses 2021: $1,499,149Net Income 2021: -$117,5272021Revenue 2022: $1,663,483Expenses 2022: $1,610,198Net Income 2022: $53,2852022Revenue 2023: $714,073Expenses 2023: $1,624,936Net Income 2023: -$910,8632023Revenue 2024: $4,936,148Expenses 2024: $1,674,127Net Income 2024: $3,262,0212024Revenue 2025: $1,958,481Expenses 2025: $1,211,894Net Income 2025: $746,5872025

Highlighted filing

2025

Revenue$1,958,481
Expenses$1,211,894
Net Income$746,587
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$2,845,891
Mission and Program Overview

Mission

Provide distributions to the albuquerque academy for operation of a secondary educational college preparatory school

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$33,924,203$34,676,161▲ $751,958
Investments in Publicly Traded Securities$33,207,743$34,120,215▲ $912,472
Savings and Temporary Cash Investments$701,120$540,467▼ $160,653
Cash and Non-Interest-Bearing Accounts$15,340$15,479▲ $139
Total Assets$33,924,203$34,676,161▲ $751,958
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$33,924,203$34,676,161▲ $751,958
Total Liabilities and Net Assets / Fund Balance$33,924,203$34,676,161▲ $751,958
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleBaseTotal
-Co-trustee$191,443$191,443
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,958,481
Other Revenue
$0
Change in Net Assets
$746,587
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,013,547
Salaries, Compensation, and Employee Benefits$191,443
Other Expenses$6,904
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,013,547--$1,013,547
Current Officers, Directors, Trustees, and Key Employees$76,577$114,866-$191,443
All Other Expenses-$6,904-$6,904
Total Functional Expenses$1,090,124$121,770$0$1,211,894
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Albuequerque AcademyAlbuequerque, NM501(c)(3)Student Development$1,013,547
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
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 35% controlled entity
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, Page 6, Part VI, Line 11-description of Process for Review

“A copy of the form 990 is sent to the trustee for review”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“The organization regularly monitors and enforces compliance”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
SIMMS TR #1-DIMA-SPA-ALTH
EIN
85-6008015
Phone
8888663275
Address
PO BOX 1532, PENNINGTON, NJ 08534-0691

Signing Officer

Name
Bank of America N a
Title
Managing Director
Phone
8888663275
Signed
2025-11-10

Organization Details

Formed
2009
Legal Domicile
Nm
Voting Board Members
2
Independent Board Members
1
Employees
0
Supplemental Narrative

Additional Explanations

Form 990, Part IV, Section B, Line 12

“Bank of america, as corporate trustee for the albuquerque academy for boys trust #1, has written conflict of interest policy, whistleblower policy and document retention and destruction policy. Annual statements of compliance to the policy by all corporate trust employees are signed and documented”

Explanation for Form 990, Part XI, Line 9

“Class action proceeds $5380; rounding $-9”

Raw XML AppendixShowing 400 of 409 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS SENT TO THE TRUSTEE FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION REGULARLY MONITORS AND ENFORCES COMPLIANCE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4CLASS ACTION PROCEEDS $5380; ROUNDING $-9
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,676,161
Liabilities
$0
Net assets
$34,676,161
Revenue
$1,958,481
Expenses
$1,211,894
Net income
$746,587
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$34.7$0.00$34.7$1.96$1.21$0.75
2024Detailed filing. Detailed filing data is available for this year.$33.9$0.00$33.9$4.94$1.67$3.26
2023Detailed filing. Detailed filing data is available for this year.$30.7$0.00$30.7$0.71$1.62$0.91
2022Detailed filing. Detailed filing data is available for this year.$31.6$0.00$31.6$1.66$1.61$0.05
2021Detailed filing. Detailed filing data is available for this year.$31.6$0.00$31.6$1.38$1.50$0.12
2020Detailed filing. Detailed filing data is available for this year.$31.7$0.00$31.7$1.81$1.45$0.36
2019Summary only. Only limited summary data is available for this year.$31.3$0.00$31.3$0.89$1.56$0.67
2018Summary only. Only limited summary data is available for this year.$32.0$0.00$32.0$2.44$1.31$1.13
2017Summary only. Only limited summary data is available for this year.$30.5$0.00$30.5$1.92$1.29$0.62
2016Summary only. Only limited summary data is available for this year.$30.0$0.00$30.0$1.28$1.28$0.00
2015Summary only. Only limited summary data is available for this year.$30.3$0.00$30.3$1.59$1.24$0.35
2014Summary only. Only limited summary data is available for this year.$29.9$0.00$29.9$4.43$1.82$2.62
2013Summary only. Only limited summary data is available for this year.$27.4$0.00$27.4$2.57$1.81$0.76
2012Summary only. Only limited summary data is available for this year.$26.7$0.00$26.7$1.65$1.80$0.15
2011Summary only. Only limited summary data is available for this year.$26.8$0.00$26.8$1.53$1.79$0.26