Civic Intelligence

The Ark Foundation

990PF • Fiscal year 2017 • EIN 91-2125649

Jan 01, 2017 to Dec 31, 2017 • Filed on May 14, 2018

903 W Alameda Street No 101Santa Fe, NM 87501

(760) 895-4090

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$1,850,822

Up $86,504 (+4.9%) from 2016

Net Assets

Up

$1,850,822

Up $86,504 (+4.9%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses

Revenue

Up

$207,904

Up $99,053 (+91%) from 2016

Expenses

Down

$122,643

Down $12,438 (-9.2%) from 2016

Net Income

Up

$85,261

Up $111,491 (+425%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,806,178Liabilities 2010: $0Net Assets 2010: $1,806,1782010Assets 2011: $1,767,585Liabilities 2011: $0Net Assets 2011: $1,767,5852011Assets 2012: $1,715,113Liabilities 2012: $0Net Assets 2012: $1,715,1132012Assets 2013: $1,801,716Liabilities 2013: $0Net Assets 2013: $1,801,7162013Assets 2014: $1,856,881Liabilities 2014: $0Net Assets 2014: $1,856,8812014Assets 2015: $1,790,548Liabilities 2015: $0Net Assets 2015: $1,790,5482015Assets 2016: $1,764,318Liabilities 2016: $0Net Assets 2016: $1,764,3182016Assets 2017: $1,850,822Liabilities 2017: $0Net Assets 2017: $1,850,8222017Assets 2018: $1,871,718Liabilities 2018: $0Net Assets 2018: $1,871,7182018Assets 2019: $1,865,856Liabilities 2019: $0Net Assets 2019: $1,865,8562019Assets 2020: $1,811,531Liabilities 2020: $0Net Assets 2020: $1,811,5312020Assets 2021: $1,793,948Liabilities 2021: $0Net Assets 2021: $1,793,9482021Assets 2022: $1,764,843Liabilities 2022: $0Net Assets 2022: $1,764,8432022Assets 2023: $1,681,616Liabilities 2023: $0Net Assets 2023: $1,681,6162023Assets 2024: $2,112,029Liabilities 2024: $0Net Assets 2024: $2,112,0292024

Highlighted filing

2017

Assets$1,850,822
Liabilities$0
Net Assets$1,850,822

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $112,5042010Expenses 2011: $129,4592011Expenses 2012: $126,6422012Revenue 2013: $213,006Expenses 2013: $126,202Net Income 2013: $86,8042013Revenue 2014: $195,487Expenses 2014: $140,928Net Income 2014: $54,5592014Revenue 2015: $70,370Expenses 2015: $136,765Net Income 2015: -$66,3952015Revenue 2016: $108,851Expenses 2016: $135,081Net Income 2016: -$26,2302016Revenue 2017: $207,904Expenses 2017: $122,643Net Income 2017: $85,2612017Revenue 2018: $167,412Expenses 2018: $146,467Net Income 2018: $20,9452018Revenue 2019: $123,159Expenses 2019: $129,295Net Income 2019: -$6,1362019Revenue 2020: $81,721Expenses 2020: $138,159Net Income 2020: -$56,4382020Revenue 2021: $115,498Expenses 2021: $134,381Net Income 2021: -$18,8832021Revenue 2022: $99,016Expenses 2022: $128,747Net Income 2022: -$29,7312022Revenue 2023: $64,484Expenses 2023: $147,578Net Income 2023: -$83,0942023Revenue 2024: $569,760Expenses 2024: $139,063Net Income 2024: $430,6972024

Highlighted filing

2017

Revenue$207,904
Expenses$122,643
Net Income$85,261
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 14, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RICHARD DANTTrustee-$0--
REBECCA DANTTrustee-$0--
DEBORAH DANTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ark Foundation
EIN
91-2125649
Phone
7608954090
Address
903 W ALAMEDA STREET NO 101, SANTA FE, NM 87501

Signing Officer

Name
Rebecca Dant
Title
Trustee
Phone
7608954090
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Perkins & Company Pc
Address
1211 SW FIFTH AVE SUITE 1000, PORTLAND, OR 97204-3710
Preparer
Cynthia P Bartholomew
Phone
5032210336
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0207904
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01700
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01700
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt03400
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0153099
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0100350
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0100350
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt054805
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt054805
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt085261
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0828827
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0153099
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0187938
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt049
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt049
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0227
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt017680
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt017907
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0537
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0537
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0102677
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt019966
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0122643
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0207904
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0207904
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02327
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt019966
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt022293
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt0400
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0181705
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1494023
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-14136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1167235
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-14136
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1167235
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0167569
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1661258
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0153099
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt085261
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01243
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01850822
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01764318
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01850822
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0113111
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0113111
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0113111
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0116870
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03759
IRS990PF/DistributableAmountGrp/TotalTaxAmt03759
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01579
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03759
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03759
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03759
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt02180
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01579
IRS990PF/FMVAssetsEOYAmt02431283
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt073583
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt012247
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt012247
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0328457
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0304374
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0295227
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01042320
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01136556
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01728223
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01764318
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01850822
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02431283
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01764318
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01850822
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01764318
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01850822
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01764318
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt01850822
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0319958
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0397645
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0395586
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02372988
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt059042
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02313946
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt035595
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0116870
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02337393
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02372988
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0RICHARD DANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1REBECCA DANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DEBORAH DANT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0103-B CAMINO LOS ABUELOS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11008 CHARTER OAK AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2PO BOX 301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SANTA FE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ST HELENA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2TESUQUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd087508
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd194574
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd287574
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0117868
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0119747

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.57$0.14$0.43
2023Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.06$0.15$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.10$0.13$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.12$0.13$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.08$0.14$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.12$0.13$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.17$0.15$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.21$0.12$0.09
2016Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.11$0.14$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.07$0.14$0.07
2014Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.20$0.14$0.05
2013Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.21$0.13$0.09
2012Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.13
2011Detailed filing. Detailed filing data is available for this year.$1.77$0.00$1.77$0.13
2010Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.11