Civic Intelligence

Santa Fe Animal Shelter Inc Trust Co First

EIN 85-6008717 • 501(c)3 • Santa Fe, NM

Profile

The trust supports the Santa Fe Animal Shelter by assisting in the care of many different species of animals.

62 Lincoln Ave PO Box 609Santa Fe, NM 87501

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

1st percentile

-10264%

Higher net margin than 1% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

11th percentile

-98%

Faster asset growth than 11% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

74th percentile

24%

Faster revenue growth than 74% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$2,257

Down $92,372 (-98%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue62nd percentileNet Margin1st percentile

Revenue

Up

$900

Up $176 (+24%) from 2015

Expenses

Up

$93,272

Up $90,490 (+3253%) from 2015

Net Income

Down

-$92,372

Down $90,314 (-4388%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth11th percentile

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

$100K$50K$0Assets 2011: $87,734Liabilities 2011: $02011Assets 2012: $92,163Liabilities 2012: $02012Assets 2013: $91,934Liabilities 2013: $0Net Assets 2013: $91,9342013Assets 2014: $96,687Liabilities 2014: $0Net Assets 2014: $96,6872014Assets 2015: $94,629Liabilities 2015: $02015Assets 2016: $2,257Liabilities 2016: $02016

Highlighted filing

2016

Assets$2,257
Liabilities$0
Net Assets-
Open 2016 Filing

Operations Trend

Revenue Growth74th percentile

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

$100K$50K$0-$50K-$100KRevenue 2011: $3,710Expenses 2011: $2,297Net Income 2011: $1,4132011Revenue 2012: $7,748Expenses 2012: $2,994Net Income 2012: $4,7542012Revenue 2013: $2,372Expenses 2013: $2,945Net Income 2013: -$5732013Revenue 2014: $7,593Expenses 2014: $2,735Net Income 2014: $4,8582014Revenue 2015: $724Expenses 2015: $2,782Net Income 2015: -$2,0582015Revenue 2016: $900Expenses 2016: $93,272Net Income 2016: -$92,3722016

Highlighted filing

2016

Revenue$900
Expenses$93,272
Net Income-$92,372
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$2,257
Liabilities
$0
Net assets
-
Revenue
$900
Expenses
$93,272
Net income
-$92,372
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Summary only. Only limited summary data is available for this year.$2.26$0.00$0.90$93.3$92.4
2015Summary only. Only limited summary data is available for this year.$94.6$0.00$0.72$2.78$2.06
2014Detailed filing. Detailed filing data is available for this year.$96.7$0.00$96.7$7.59$2.74$4.86
2013Detailed filing. Detailed filing data is available for this year.$91.9$0.00$91.9$2.37$2.95$0.57
2012Summary only. Only limited summary data is available for this year.$92.2$0.00$7.75$2.99$4.75
2011Summary only. Only limited summary data is available for this year.$87.7$0.00$3.71$2.30$1.41
Latest Detailed Filing

The latest 2016 filing currently has summary financial data only. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 6, 2015
Return Version
2014v5.0
Gross Receipts
$128,307
Mission and Program Overview

Mission

The trust supports the Santa Fe Animal Shelter by assisting in the care of many different species of animals.

Program Services

DescriptionGrantsExpenses
Grants support the shelter by assisting in the care of many different species of animals--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST NATIONAL BANK OF SANTE FETrustee-$0--
Filing and Contact Details

Filer

Filer Name
Santa Fe Animal Shelter Inc Trust Co First
EIN
85-6008717
Phone
5059922401
Address
62 LINCOLN AVE PO BOX 609, SANTA FE, NM 87501

Signing Officer

Name
Ellen Tipton
Title
Trust Officer
Phone
5059922401
Signed
2015-08-06
Supplemental Narrative

Additional Explanations

Form 990-EZ, Page 1, Part I

“Santa Fe Animal Shelter Distributions Attn: Executive Director 100 Caja Del Rio Road Santa Fe, NM 87507 $0.00 Total in 2014”

Part IV - List of Officers, Directors, Trustees and Key Employees

“First National Bank of Santa Fe is the trustee of the trust. They are located at 62 Lincoln Ave., Santa Fe, NM 87501. In 2014, they received $2,163.80 in trustee fees for their trustee responsibilities.”

Form 990-EZ, Part I, Line 16

“Foreign Taxes on Qualified Foreign 6 Foreign Taxes on Nonqualified Forei 1”

Form 990-EZ, Part I, Line 20

“Accrued inc in 2013 rec'd in 2014 148”

Form 990-EZ, Part II, Line 24

“Blackrock funds strategic income fidelity secs fund advisor pimco total return fund vanguard short-term invt grade fund putnam funds tr absolute ishares trust russell 1000 value vanguard growth etf vanguard large cap etf dodge & cox int'l stock fund eaton vance global macro absolute federated instl tr high yield bond fidelity advisor high income fund jp morgan strategic income opptys pimco fund unconstrained bond fund scout fund core bond golman sachs tr rising dividend gro 3735 mfs ser tr ix for future issue see 3281 mfs ser tr x intl value fund class 7152 mfs ser tr vi utils fund class a 6641 federated total return sersinc totl 14384 mfs ser tr ix for future see 55274k 19127 metropolitan west funds total retur 11536 templeton income tr global bd fund 6765 wright managed income tr current 21902”

Raw XML Appendix148 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/Form990ScheduleAPartVIGrp/ExplanationTxt0The trust has met the alternative integral part test requirement set forth in Regulations section 1.509(a)-4(i)(9).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1The trust was created before November 20, 1970 for the sole purpose of supporting the Santa Fe Animal Shelter.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The trust is required by the governing instrument to distribute all of its net income currently to the Santa Fe Animal Shelter.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3The trustee, National Bank of Santa Fe, does not have discretion to vary either the beneficiary supported organization or the amounts payable thereto.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt4None of the trustees are disqualified persons within the meaning Code Sec. 4946(a).
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART V
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART V
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART V
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Santa Fe Animal Shelter Distributions Attn: Executive Director 100 Caja Del Rio Road Santa Fe, NM 87507 $0.00 Total in 2014
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1First National Bank of Santa Fe is the trustee of the trust. They are located at 62 Lincoln Ave., Santa Fe, NM 87501. In 2014, they received $2,163.80 in trustee fees for their trustee responsibilities.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Foreign Taxes on Qualified Foreign 6 Foreign Taxes on Nonqualified Forei 1
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCRUED INC IN 2013 REC'D IN 2014 148
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BLACKROCK FUNDS STRATEGIC INCOME FIDELITY SECS FUND ADVISOR PIMCO TOTAL RETURN FUND VANGUARD SHORT-TERM INVT GRADE FUND PUTNAM FUNDS TR ABSOLUTE ISHARES TRUST RUSSELL 1000 VALUE VANGUARD GROWTH ETF VANGUARD LARGE CAP ETF DODGE & COX INT'L STOCK FUND EATON VANCE GLOBAL MACRO ABSOLUTE FEDERATED INSTL TR HIGH YIELD BOND FIDELITY ADVISOR HIGH INCOME FUND JP MORGAN STRATEGIC INCOME OPPTYS PIMCO FUND UNCONSTRAINED BOND FUND SCOUT FUND CORE BOND GOLMAN SACHS TR RISING DIVIDEND GRO 3735 MFS SER TR IX FOR FUTURE ISSUE SEE 3281 MFS SER TR X INTL VALUE FUND CLASS 7152 MFS SER TR VI UTILS FUND CLASS A 6641 FEDERATED TOTAL RETURN SERSINC TOTL 14384 MFS SER TR IX FOR FUTURE SEE 55274K 19127 METROPOLITAN WEST FUNDS TOTAL RETUR 11536 TEMPLETON INCOME TR GLOBAL BD FUND 6765 WRIGHT MANAGED INCOME TR CURRENT 21902
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Page 1, Part I
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part IV - List of Officers, Directors, Trustees and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990-EZ, Part II, Line 24
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ELLEN TIPTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum05059922401
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SANTA FE ANIMAL SHELTER INC TRUST CO FIRST
ReturnHeader/Filer/BusinessNameControlTxt0SANT
ReturnHeader/Filer/EIN0856008717
ReturnHeader/Filer/PhoneNum05059922401
ReturnHeader/Filer/USAddress/AddressLine1Txt062 LINCOLN AVE PO BOX 609
ReturnHeader/Filer/USAddress/CityNm0SANTA FE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087501
ReturnHeader/ReturnTs02015-08-10T15:00:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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