Civic Intelligence

Collaborative for Higher Education Shared Services

EIN 86-2790933 • 501(c)3 • Santa Fe, NM

Profile

The organization supports independently governed member colleges by sharing tools, talent, and best practices so that we are laser focused on providing a world-class student experience leading to success for all students.

6401 Richards AveSanta Fe, NM 87508

chess.edu

Siviq Scores

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

Liabilities / Assets

90th percentile

1.02x

Higher debt load relative to assets than 90% of similar nonprofits.

NTEE B • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

50th percentile

0.38x

Higher debt load relative to revenue than 50% of similar nonprofits.

NTEE B • $10M-$25M nonprofits • Source year 2024

Net Margin

35th percentile

-0.8%

Higher net margin than 35% of similar nonprofits.

NTEE B • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$163,600

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

NTEE B • $10M-$25M nonprofits • Source year 2024

Asset Growth

81st percentile

18%

Faster asset growth than 81% of similar nonprofits.

NTEE B • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

17%

Faster revenue growth than 71% of similar nonprofits.

NTEE B • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Up

$5,178,815

Up $803,065 (+18%) from 2023

Liabilities

Up

$5,288,198

Up $912,448 (+21%) from 2023

Net Assets

Down

-$109,383

Down $109,383 from 2023

Revenue

Up

$13,907,345

Up $2,063,014 (+17%) from 2023

Expenses

Up

$14,016,728

Up $2,172,397 (+18%) from 2023

Net Income

Down

-$109,383

Down $109,383 from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0-$2.0MAssets 2022: $5,626,965Liabilities 2022: $5,626,965Net Assets 2022: $02022Assets 2023: $4,375,750Liabilities 2023: $4,375,750Net Assets 2023: $02023Assets 2024: $5,178,815Liabilities 2024: $5,288,198Net Assets 2024: -$109,3832024

Highlighted filing

2024

Assets$5,178,815
Liabilities$5,288,198
Net Assets-$109,383

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2022: $4,974,371Expenses 2022: $4,974,371Net Income 2022: $02022Revenue 2023: $11,844,331Expenses 2023: $11,844,331Net Income 2023: $02023Revenue 2024: $13,907,345Expenses 2024: $14,016,728Net Income 2024: -$109,3832024

Highlighted filing

2024

Revenue$13,907,345
Expenses$14,016,728
Net Income-$109,383

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 29, 2025
Return Version
2023v6.0
Gross Receipts
$13,907,345
Mission and Program Overview

Mission

The organization supports independently governed member colleges by sharing tools, talent, and best practices so that we are laser focused on providing a world-class student experience leading to success for all students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$60,720$4,198,551▲ $4,137,831
Accounts Receivable$4,315,030$980,264▼ $3,334,766
Total Assets$4,375,750$5,178,815▲ $803,065
Liabilities
Deferred Revenue$1,766,795$4,076,825▲ $2,310,030
Accounts Payable and Accrued Expenses$2,559,566$1,209,701▼ $1,349,865
Other Liabilities$49,389$1,672▼ $47,717
Total Liabilities$4,375,750$5,288,198▲ $912,448
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$-109,383-
Total Net Assets Fund Balance$0$-109,383▼ $109,383
Total Liabilities and Net Assets / Fund Balance$4,375,750$5,178,815▲ $803,065
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Katherine L UlibarriCEOFT$163,600$163,600
Greg SaundersCOOFT$132,347$132,347
Adrienne GriegoCFOFT$10,096$10,096

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,276,840
Program Service Revenue
$12,630,505
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-109,383
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$12,299,828
Salaries, Compensation, and Employee Benefits$1,716,900
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,267,035$84,586-$1,351,621
Fees for Services Other$556,536--$556,536
Current Officers, Directors, Trustees, and Key Employees$240,193$125,086-$365,279
Other Expenses$305,794--$305,794
Information Technology$45,919$37,911-$83,830
Travel$37,660--$37,660
Fees for Services Lobbying$28,000--$28,000
Fees for Services Legal$19,611--$19,611
Office Expenses-$4,734-$4,734
Insurance-$3,369-$3,369
Fees for Services Accounting-$2,389-$2,389
Total Functional Expenses$13,758,653$258,075$0$14,016,728
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Sfcc$1,672
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
Yes
Other officer compensation reviewed
Yes
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, Section A, Line 6

Membership is open to any college or university. Membership is presented to the board of directors and will be confirmed upon the affirmative vote of 2/3 of the members of the board.

Form 990, Part VI, Section B, Line 11B

The form 990 is first reviewed by the cfo. After review, the form 990 is delivered to the board members via email for review. The board is given sufficient time to review and submit approval before filing.

Form 990, Part VI, Section B, Line 12C

All officers and board members are given a copy of the organization conflict of interest policy. Each officer and board member must sign a conflict of interest certification and disclosure form annually. If there is a conflict, the person with the conflict is not allowed to vote on any related matters.

Form 990, Part VI, Section B, Line 15

The board of directors reviewed comparability data of salary levels of various executive directors in similar organizations. Using this data, they determined a reasonable amount of compensation within the context of the job responsibilities. All decisions were approved and documented by the board of directors.

Form 990, Part VI, Section C, Line 18

All documents are available to the public upon request.

Form 990, Part VI, Section C, Line 19

All documents are available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Collaborative for Higher Education
EIN
86-2790933
Phone
5052214965
Address
6401 RICHARDS AVE, SANTA FE, NM 87508
Doing Business As
Chess

Signing Officer

Name
Katherine L Ulibarri
Title
Executive Director
Phone
5052214965
Signed
2025-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Katherine L Ulibarri
Formed
2021
Legal Domicile
Nm
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
7

Preparer

Firm
Cliftonlarsonallen Llp
Address
6501 AMERICAS PARKWAY NE SUITE 500, ALBUQUERQUE, NM 87110
Preparer
Wryan W Capps CPA
Phone
5058428290
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 2A

The organziation does not maintain payroll. Employees are paid through common paymasters that are reimbursed by the organization.

Form 990, Part XI, Line 3B

The organization is in the process of undergoing an audit as required. At the time of the filing of the 990, the required audit was in process but had not been completed. The audit will be available for review upon completion.

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IRS990ScheduleC/DirectContactLegislatorsInd00
IRS990ScheduleC/GrantsOtherOrganizationsInd00
IRS990ScheduleC/MailingsMembersInd00
IRS990ScheduleC/MediaAdvertisementsInd00
IRS990ScheduleC/NotDescribedSection501c3Ind00
IRS990ScheduleC/OtherActivitiesAmt028000
IRS990ScheduleC/OtherActivitiesInd01
IRS990ScheduleC/PaidStaffOrManagementInd00
IRS990ScheduleC/PublicationsOrBroadcastInd00
IRS990ScheduleC/RalliesDemonstrationsInd00
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION CONTRACTS WITH A FIRM THAT PROVIDES THE FOLLOWING SERVICES: 1. DEVELOP STRATEGIES AND DIRECTLY PROMOTE THE ADVANCEMENT OF CHESS SHARED SERVICES PROJECT WITH CONGRESS AND FEDERAL DEPARTMENTS AND AGENCIES 2. DRAFT FEDERAL LEGISLATION AND SHEPHERD IT THROUGH THE LEGISLATIVE PROCESS AS NECESSARY TO FURTHER CHESS'S INTERESTS. 3. MONITOR AND REPORT ON FEDERAL AUTHORIZATION, APPROPRIATIONS, AND GRANT OPPORTUNITIES RELEVANT TO CHESS. 4. PREPARE BACKGROUND MATERIALS 5. COORDINATE MEETINGS WITH THE NEW MEXICO CONGRESSIONAL DELEGATION AND/OR FEDERAL EXECUTIVE BRANCH AGENCIES AS NECESSARY.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II-B, LINE 1:
IRS990ScheduleC/TotalLobbyingExpendituresAmt028000
IRS990ScheduleC/VolunteersInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01672
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO SFCC
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt01672
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KATHERINE L ULIBARRI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0163600
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANZIATION DOES NOT MAINTAIN PAYROLL. EMPLOYEES ARE PAID THROUGH COMMON PAYMASTERS THAT ARE REIMBURSED BY THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERSHIP IS OPEN TO ANY COLLEGE OR UNIVERSITY. MEMBERSHIP IS PRESENTED TO THE BOARD OF DIRECTORS AND WILL BE CONFIRMED UPON THE AFFIRMATIVE VOTE OF 2/3 OF THE MEMBERS OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS FIRST REVIEWED BY THE CFO. AFTER REVIEW, THE FORM 990 IS DELIVERED TO THE BOARD MEMBERS VIA EMAIL FOR REVIEW. THE BOARD IS GIVEN SUFFICIENT TIME TO REVIEW AND SUBMIT APPROVAL BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL OFFICERS AND BOARD MEMBERS ARE GIVEN A COPY OF THE ORGANIZATION CONFLICT OF INTEREST POLICY. EACH OFFICER AND BOARD MEMBER MUST SIGN A CONFLICT OF INTEREST CERTIFICATION AND DISCLOSURE FORM ANNUALLY. IF THERE IS A CONFLICT, THE PERSON WITH THE CONFLICT IS NOT ALLOWED TO VOTE ON ANY RELATED MATTERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS REVIEWED COMPARABILITY DATA OF SALARY LEVELS OF VARIOUS EXECUTIVE DIRECTORS IN SIMILAR ORGANIZATIONS. USING THIS DATA, THEY DETERMINED A REASONABLE AMOUNT OF COMPENSATION WITHIN THE CONTEXT OF THE JOB RESPONSIBILITIES. ALL DECISIONS WERE APPROVED AND DOCUMENTED BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ALL DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION IS IN THE PROCESS OF UNDERGOING AN AUDIT AS REQUIRED. AT THE TIME OF THE FILING OF THE 990, THE REQUIRED AUDIT WAS IN PROCESS BUT HAD NOT BEEN COMPLETED. THE AUDIT WILL BE AVAILABLE FOR REVIEW UPON COMPLETION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 2A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PART XI, LINE 3B
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NM INDEPENDENT COMMUNITY COLLEGES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0832012268
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(4)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SUPPORT EDUCATIONAL INSTITUTIONS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt06401 S RICHARDS AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SANTA FE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd087508
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04375750
IRS990/TotalAssetsEOYAmt05178815
IRS990/TotalAssetsGrp/BOYAmt04375750
IRS990/TotalAssetsGrp/EOYAmt05178815
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt01276840
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0258075
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt013758653
IRS990/TotalFunctionalExpensesGrp/TotalAmt014016728
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04375750
IRS990/TotalLiabilitiesEOYAmt05288198
IRS990/TotalLiabilitiesGrp/BOYAmt04375750
IRS990/TotalLiabilitiesGrp/EOYAmt05288198
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-109383
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt013758653
IRS990/TotalProgramServiceRevenueAmt012630505
IRS990/TotalReportableCompFromOrgAmt0306043
IRS990/TotalRevenueGrp/ExclusionAmt00

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