Civic Intelligence

Jack Beaty Educational Scholarship Foundation

EIN 87-3768410 • Santa Fe, NM

NTEE B82
Santa Fe, NM
Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

NTEE B • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

9th percentile

0.00x

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

NTEE B • $5M-$10M nonprofits • Source year 2024

Net Margin

2nd percentile

-121%

Higher net margin than 2% of similar nonprofits.

NTEE B • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

28th percentile

$8,000

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

NTEE B • $5M-$10M nonprofits • Source year 2024

Asset Growth

23rd percentile

-5.3%

Faster asset growth than 23% of similar nonprofits.

NTEE B • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

139%

Faster revenue growth than 93% of similar nonprofits.

NTEE B • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Down

$6,712,052

Down $375,310 (-5.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$6,712,052

Down $375,310 (-5.3%) from 2023

Operations
Liabilities / Revenue9th percentileNet Margin2nd percentile

Revenue

Up

$310,026

Up $180,051 (+139%) from 2023

Expenses

Up

$685,336

Up $373,854 (+120%) from 2023

Net Income

Down

-$375,310

Down $193,803 (-107%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth23rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2022: $7,268,869Liabilities 2022: $0Net Assets 2022: $7,268,8692022Assets 2023: $7,087,362Liabilities 2023: $0Net Assets 2023: $7,087,3622023Assets 2024: $6,712,052Liabilities 2024: $0Net Assets 2024: $6,712,0522024

Highlighted filing

2024

Assets$6,712,052
Liabilities$0
Net Assets$6,712,052
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

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

$10M$5.0M$0-$5.0MRevenue 2022: $7,654,743Expenses 2022: $86,095Net Income 2022: $7,568,6482022Revenue 2023: $129,975Expenses 2023: $311,482Net Income 2023: -$181,5072023Revenue 2024: $310,026Expenses 2024: $685,336Net Income 2024: -$375,3102024

Highlighted filing

2024

Revenue$310,026
Expenses$685,336
Net Income-$375,310
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$6,712,052
Liabilities
$0
Net assets
$6,712,052
Revenue
$310,026
Expenses
$685,336
Net income
-$375,310
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.71$0.00$6.71$0.31$0.69$0.38
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.09$0.00$7.09$0.13$0.31$0.18
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.27$0.00$7.27$7.65$0.09$7.57
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 7, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KURT SOMMERTrusteePT$8,000-$8,000
CHERYL SOMMERTrusteePT$8,000-$8,000
Filing and Contact Details

Filer

Filer Name
Jack Beaty Educational Scholarship
EIN
87-3768410
Phone
5059824676
Address
PO BOX 1984, SANTA FE, NM 87504

Signing Officer

Name
Kurt Sommer
Title
Trustee
Phone
5059824676
Signed
2025-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Carolyn H Gonzales CPA
Address
1919 FIFTH ST SUITE G, SANTA FE, NM 87505
Preparer
Carolyn H Gonzales
Phone
5054249444
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