Civic Intelligence

Nor Lea Foundation Inc.

990 • Fiscal year 2017 • EIN 90-0914800

Jul 01, 2016 to Jun 30, 2017 • Filed on May 09, 2018

1600 N MainLovington, NM 88260

(575) 396-6611

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2017 filings • NTEE E • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

24th percentile

0.00x

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

2017 filings • NTEE E • $500k-$1M nonprofits • Source year 2017

Net Margin

96th percentile

67%

Higher net margin than 96% of similar nonprofits.

2017 filings • NTEE E • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

94th percentile

$292,538

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 282.6% of source-year revenue.

2017 filings • NTEE E • $500k-$1M nonprofits • Source year 2017

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2017 filings • NTEE E • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

27th percentile

-8.3%

Faster revenue growth than 27% of similar nonprofits.

2017 filings • NTEE E • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$730,833

Up $69,560 (+11%) from 2016

Net Assets

Up

$730,833

Up $69,560 (+11%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$103,502

Down $9,429 (-8.3%) from 2016

Expenses

Down

$33,942

Down $21,267 (-39%) from 2016

Net Income

Up

$69,560

Up $11,838 (+21%) from 2016

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2012: $277,128Liabilities 2012: $205,0052012Assets 2013: $462,390Liabilities 2013: $5,125Net Assets 2013: $457,2652013Assets 2014: $521,667Liabilities 2014: $0Net Assets 2014: $521,6672014Assets 2015: $603,551Liabilities 2015: $0Net Assets 2015: $603,5512015Assets 2016: $661,273Liabilities 2016: $0Net Assets 2016: $661,2732016Assets 2017: $730,833Liabilities 2017: $0Net Assets 2017: $730,8332017Assets 2018: $790,605Liabilities 2018: $0Net Assets 2018: $790,6052018Assets 2019: $865,570Liabilities 2019: $0Net Assets 2019: $865,5702019Assets 2020: $939,261Liabilities 2020: $0Net Assets 2020: $939,2612020Assets 2021: $1,005,621Liabilities 2021: $0Net Assets 2021: $1,005,6212021Assets 2022: $1,085,121Liabilities 2022: $0Net Assets 2022: $1,085,1212022Assets 2023: $1,247,183Liabilities 2023: $0Net Assets 2023: $1,247,1832023Assets 2024: $1,445,095Liabilities 2024: $0Net Assets 2024: $1,445,0952024Assets 2025: $1,607,003Liabilities 2025: $0Net Assets 2025: $1,607,0032025

Highlighted filing

2017

Assets$730,833
Liabilities$0
Net Assets$730,833

Operations Trend

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

$300K$200K$100K$0Revenue 2012: $88,149Expenses 2012: $16,026Net Income 2012: $72,1232012Revenue 2013: $90,016Expenses 2013: $13,112Net Income 2013: $76,9042013Revenue 2014: $75,997Expenses 2014: $11,595Net Income 2014: $64,4022014Revenue 2015: $93,599Expenses 2015: $11,715Net Income 2015: $81,8842015Revenue 2016: $112,931Expenses 2016: $55,209Net Income 2016: $57,7222016Revenue 2017: $103,502Expenses 2017: $33,942Net Income 2017: $69,5602017Revenue 2018: $124,391Expenses 2018: $64,619Net Income 2018: $59,7722018Revenue 2019: $112,179Expenses 2019: $37,214Net Income 2019: $74,9652019Revenue 2020: $105,301Expenses 2020: $31,931Net Income 2020: $73,3702020Revenue 2021: $124,792Expenses 2021: $58,432Net Income 2021: $66,3602021Revenue 2022: $120,462Expenses 2022: $40,962Net Income 2022: $79,5002022Revenue 2023: $210,930Expenses 2023: $48,868Net Income 2023: $162,0622023Revenue 2024: $239,350Expenses 2024: $41,438Net Income 2024: $197,9122024Revenue 2025: $256,355Expenses 2025: $94,447Net Income 2025: $161,9082025

Highlighted filing

2017

Revenue$103,502
Expenses$33,942
Net Income$69,560
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 9, 2018
Return Version
2016v3.0
Gross Receipts
$115,419
Mission and Program Overview

Mission

The nor-lea foundation's mission is to provide or generate funding and resources for distant future improvements of the district's facilities and to provide sustainability for the future of the nor-lea hospital district.

To provide a healing touch, generous hand, caring services and community wellness to Nor-Lea Hospital District and its patients, supporters and community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$600,000$600,000→ $0
Cash and Non-Interest-Bearing Accounts$61,063$130,623▲ $69,560
Total Assets$661,273$730,833▲ $69,560
Other Assets Total$210$210→ $0
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$451,075$488,035▲ $36,960
Temporarily Rstr Net Assets$210,198$242,798▲ $32,600
Total Net Assets Fund Balance$661,273$730,833▲ $69,560
Total Liabilities and Net Assets / Fund Balance$661,273$730,833▲ $69,560
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sam SpencerBoard Chair
Pam LackeyVice Chair
Connie CrowBoard Member
David ShawBoard Member
Marcia HilburnBoard Member
melissa belzBoard Member
Allyson RobertsSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$107,437
Program Service Revenue
$0
Investment Income
$3,645
Other Revenue
$-7,580
All Other Contributions
$78,464
Change in Net Assets
$69,560
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$21,121
Grants and Similar Amounts Paid$12,821
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$11,962--$11,962
Fees for Services Accounting-$4,839-$4,839
Grants to Domestic Individuals$859--$859
Other Expenses$596$309-$596
Total Functional Expenses$28,794$5,148$0$33,942
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nor-Lea Hospital DistrictLovington, NM501(c)(3)To purchase radiology, Patient Hearing Assistance and Operating Room Equip$11,962
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$11,917
Fundraising Gross Income$3,837
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tounament$28,380-$8,080-
Total Events$32,810$3,837$11,917$-8,080
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
Audit committee
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The 990 is prepared by an independent accounting firm and reviewed by the Board Members and the Secretary/Treasurer and is then presented at the next quarterly board meeting.

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

Conflict of interest statements are signed annually by the Board and reviewed by the Foundation Director. If a conflict arises during a vote, that member will not participate in the vote.

Form 990, Part VI, Section C, line 19

Governing documents are available through the Administration/Finance department of Nor-Lea Hospital District.

Filing and Contact Details

Filer

Filer Name
Nor-Lea Foundation Inc
EIN
90-0914800
Phone
5753966611
Address
1600 N Main, Lovington, NM 88260

Signing Officer

Name
Allyson Roberts
Title
Secretary-Treasurer
Phone
5753966611
Signed
2018-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Shaw
Formed
2012
Legal Domicile
Nm
Voting Board Members
7
Independent Board Members
5
Employees
0
Volunteers
8

Preparer

Firm
Moss Adams LLP
Address
6565 Americas Parkway NE Ste 600, Albuquerque, NM 87110
Preparer
Pamela Alexanderson
Phone
5058787200
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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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IRS990/Desc0Through the generosity and commitment of our supporters, the Nor-Lea Foundation is dedicated to providing vital support to Nor-Lea patients, the Nor-Lea Hospital District, and the communities we serve. It is the mission of the Nor-Lea Foundation to provide a healing touch, generous hand, caring service and community wellness to the Nor-Lea Hospital District and its patients, supporters, and community. The foundation will always exist to assist the Nor-Lea Hospital District in the provision of quality, compassionate health care in order to raise the standard of care and wellness in Lea County and surrounding communities.
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0To purchase radiology, Patient Hearing Assistance and Operating Room Equip
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Nor-Lea Hospital District
IRS990ScheduleI/RecipientTable/RecipientEIN0850278235
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01600 N Main
IRS990ScheduleI/RecipientTable/USAddress/CityNm0Lovington
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NM
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd088260
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0All uses of funds are presented to the Board of Directors at its quarterly meetings. They are reviewed by the Finance Department to ensure that the proper documentation and paperwork is obtained. Checks and receipts are given to administration for signatures before mailing.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0141047
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1255900
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt05981
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt114339
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt018860
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt122299
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Allyson Roberts
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1David Shaw
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Secretary/Treasurer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Board Member
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0165888
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1292538
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0Allyson Roberts and David Shaw are paid by the related organization. The related organization determines the amount of compensation, and the reporting organization does not compensate these individuals.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Schedule J, Part I, Line 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is prepared by an independent accounting firm and reviewed by the Board Members and the Secretary/Treasurer and is then presented at the next quarterly board meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conflict of interest statements are signed annually by the Board and reviewed by the Foundation Director. If a conflict arises during a vote, that member will not participate in the vote.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Governing documents are available through the Administration/Finance department of Nor-Lea Hospital District.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Nor-Lea Hospital District
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0850278235
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Hospital and Patient Services.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0Line 3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01600 N Main
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Lovington
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd088260
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NM
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0210198
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0242798
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0661273
IRS990/TotalAssetsEOYAmt0730833
IRS990/TotalAssetsGrp/BOYAmt0661273
IRS990/TotalAssetsGrp/EOYAmt0730833
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt0107437
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt05148
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt028794
IRS990/TotalFunctionalExpensesGrp/TotalAmt033942
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0661273
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0730833

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.26$0.09$0.16
2024Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.24$0.04$0.20
2023Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.21$0.05$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.12$0.04$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.12$0.06$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.11$0.03$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.11$0.04$0.07
2018Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.12$0.06$0.06
2017Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.10$0.03$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.11$0.06$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.09$0.01$0.08
2014Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$0.08$0.01$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.46$0.01$0.46$0.09$0.01$0.08
2012Summary only. Only limited summary data is available for this year.$0.28$0.21$0.09$0.02$0.07