Santa Fe Educational Services FY2023 filing

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Educational Services

501(c)(3) charity; gifts are tax-deductible.
100¢ of each $1 spent went to programs.
$78K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $109K a year · 15% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$78K
to officers and key staff · 12% of spending
Looks good: pay to officers and key staff is 12% of spending; 15% or less.
Pt VII · Sec A
11 mo
of spending, in cash
Looks good: 11.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $35K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$3K
0.5% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
2
of 3 voting members
Looks good: 2 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$774K
+20% vs prior year
Spent
$665K
To programs
100%
Net assets
$721K
By yearFY2020–FY2024
Revenue
$774K
FY2023▲ +20%
Tap a bar for its year
Revenue by fiscal year
FY2020$493K
FY2021$792K
FY2022$646K
FY2023$774K
FY2024$806K
Expenses
$665K
FY2023▲ +7%
Tap a bar for its year
Expenses by fiscal year
FY2020$431K
FY2021$530K
FY2022$622K
FY2023$665K
FY2024$719K
Net assets
$721K
FY2023▲ +19%
Tap a bar for its year
Net assets by fiscal year
FY2020$295K
FY2021$583K
FY2022$605K
FY2023$721K
FY2024$800K

From the FY2023 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Oct 2014.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $665K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990; $78K paid to officers and key staff.

Part VII, Section A · reportable compensation
Director
$78,250Pt VII · Sec A

Beth Clayton’s $78K as Director is at the 70th percentile of top reported officer pay among 1613 $100K–1M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2023FY2022
Beth Clayton$78,250$151,132

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Santa Fe Educational Services executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Santa Fe Educational Services is an education nonprofit based in Santa Fe, NM.

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1 program · $665K · in their own filed words · FY2023
01

Educational Services Using the Montessori System

$665Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 2 funders$35K
Grants paid · 2 grants · $11K · 2023–2023
Unitemized GrantFY2023$10,567
Unitemized GrantFY2023$100

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$774K
Ln 12
Fees for servicesLn 2g$765K
Gifts and grantsLn 1h$9K
Investment incomeLn 3$47
Money outPt IX
$665K
Ln 25
Programscol B$665K
Owns and owesPt X
$721K
net assets · Ln 32
Cash and savingsLn 1–2$621K
Total assetsLn 16$724K
LiabilitiesLn 26$3K
PeoplePt VI, VII
1
listed · VII A
PaidVII A1
Voting boardVI 1a3
IndependentVI 1b2
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$9K
Fees for servicesLn 2g$765K
Investment incomeLn 3$47
Gains on assetsLn 7$0
Total revenueLn 12$774K
Assets in detailPt X, end of year
CashLn 1$589K
SavingsLn 2$32K
Cash and savings togetherLn 1–2$621K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$101K
Total assetsLn 16$724K
LiabilitiesLn 26$3K
Net assetsLn 32$721K
OperationsPt I, VI
EmployeesI 510
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$506K$621K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$612K$724K
LiabilitiesLn 26$7K$3K
Net assetsLn 32$605K$721K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$11K$11K
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$78K$78K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$277K$277K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$2K$2K
Payroll taxesLn 10$30K$30K
Management feesLn 11a$35K$35K
Legal feesLn 11b$59$59
Accounting feesLn 11c$2K$2K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$951$951
Office expensesLn 13$16K$16K
Information technologyLn 14$7K$7K
RoyaltiesLn 15$0
OccupancyLn 16$151K$151K
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$4K$4K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$0
Other expenses (24a–d)Ln 24$52K$52K
All other expensesLn 24e$635$635
Total functional expensesLn 25$665K$665K$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Sep 7, 2025 $806K$719K$87K$800K 990 PDF
FY2023 ViewingFiled with the IRS Nov 25, 2024 $774K$665K$109K$721K 990 PDF
FY2022Filed with the IRS Nov 15, 2023 $646K$622K$24K$605K 990 PDF
FY2021Filed with the IRS Nov 15, 2022 $792K$530K$262K$583K 990 PDF
FY2020Filed with the IRS Nov 15, 2021 $493K$431K$63K$295K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $774,047 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $41,302$9,313
I-9 Program service revenuePrior year $604,142$764,687
I-10 Investment incomePrior year $62$47
I-11 Other revenue$0
I-12 Total revenuePrior year $645,506$774,047
I-13 Grants and similar amounts paid$10,667
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $354,444$386,643
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $267,433$267,969
I-18 Total expensesPrior year $621,877$665,279
I-19 Revenue less expensesPrior year $23,629$108,768
Part VI · Governance 2 of 3 board members independent, 4 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members2
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $774,047 across 9 lines filed
VIII-1f All other contributions, gifts and grants$9,313
VIII-1h Total contributions, gifts and grants$9,313
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $764,687$764,687
VIII-3 Investment incomeRelated to mission $47$47
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $764,734$774,047
Part IX · Statement of functional expenses $665,279 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individualsPrograms $10,667$10,667
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $78,250$78,250
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $276,651$276,651
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $1,668$1,668
IX-10 Payroll taxesPrograms $30,074$30,074
IX-11a Management feesPrograms $35,479$35,479
IX-11b Legal feesPrograms $59$59
IX-11c Accounting feesPrograms $1,516$1,516
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-12 Advertising and promotionPrograms $951$951
IX-13 Office expensesPrograms $15,760$15,760
IX-14 Information technologyPrograms $7,064$7,064
IX-15 Royalties$0
IX-16 OccupancyPrograms $150,530$150,530
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $3,637$3,637
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 Insurance$0
IX-24 Other expenses (24a–d)Programs $52,338$52,338
IX-24e All other expensesPrograms $635$635
IX-25 Total functional expensesPrograms $665,279 · Management $0 · Fundraising $0$665,279
Part X · Balance sheet $724,222 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $474,147$589,254
X-2 Savings and temporary cash investmentsStart of year $31,579$31,627
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assetsStart of year $5,187$2,091
X-15 Other assetsStart of year $101,250$101,250
X-16 Total assetsStart of year $612,163$724,222
X-24 Unsecured notes and loans payable$345
X-25 Other liabilitiesStart of year $6,667$3,062
X-26 Total liabilitiesStart of year $6,667$3,407
X-32 Total net assets or fund balancesStart of year $605,496$720,815
X-33 Total liabilities and net assetsStart of year $612,163$724,222
Part XI · Reconciliation of net assets $720,815 net assets at year end
XI-1 Total revenue$774,047
XI-2 Total expenses$665,279
XI-3 Revenue less expenses$108,768
XI-4 Net assets at start of year$605,496
XI-7 Investment expenses$6,551
XI-10 Net assets at end of year$720,815

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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