2024-05-15T19:25:35-04:00 2023-06-30 843463346 LOFTIS & LOVATO GROUP 5501 EAGLE ROCK AVE NE SUITE C-5 ALBUQUERQUE NM 87113 990 2022-07-01 850165745 SANTA FE PREPARATORY SCHOOL SANT 5059821829 1101 CAMINO DE LA CRUZ BLANCA SANTA FE NM 87505 BRUCE SACHS DIRECTOR OF FINANCE 5059821829 2024-05-15 true BRUCE SACHS 999009999 true NICK LOFTIS P00546190 5052935009 2024-05-15 2022 2023-04-26 12:10:37Z AARON SCHUBACH 1101 CAMINO DE LA CRUZ BLANCA SANTA FE NM 87505 17867948 false X WWW.SFPREP.ORG X 1961 NM SANTA FE PREPARATORY SCHOOL IS AN INDEPENDENT CO-EDUCATIONAL COLLEGE PREPARATORY DAY SCHOOL, GRADES 7 THROUGH 12, DEDICATED TO EDUCATIONAL EXCELLENCE. 21 21 184 30 0 10517688 4827199 8412319 9253899 1766952 939691 3047 180041 20700006 15200830 11098280 8339436 0 7369087 7364350 96909 1114089 2780750 3912588 21248117 19713283 -548111 -4512453 76530803 73018999 23873879 23542018 52656924 49476981 SANTA FE PREPARATORY SCHOOL IS AN INDEPENDENT CO-EDUCATIONAL COLLEGE PREPARATORY DAY SCHOOL, GRADES 7 THROUGH 12, DEDICATED TO EDUCATIONAL EXCELLENCE. false false 8830831 1690519 9146551 THE SCHOOL PROVIDES A COLLEGE PREPARATORY EDUCATION TO APPROXIMATELY 330 STUDENTS IN GRADES 7 THROUGH 12. THE SCHOOL ALSO HOSTS THE EE FORD SUMMER TEACHERS COLLOQUIUM SERVING APPROXIMATELY 40 TEACHERS. 7188368 6648917 DAVIS NEW MEXICO SCHOLARS AND BREAKTHROUGH SANTA FE (BREAKTHROUGH): BREAKTHROUGH IS A PREP PROGRAM THAT ASSISTS STUDENTS IN GRADES 7 THROUGH 12 FROM UNDERSERVED PUBLIC SCHOOLS TO BECOME THE FIRST IN THEIR FAMILIES TO GO TO COLLEGE. STUDENTS COMMIT TO THE PROGRAM FOR 6 YEARS AND PARTICIPATE IN SUMMER PROGRAMING, SCHOOL YEAR SUPPORT, AND ONE-ON-ONE COLLEGE COUNSELING. BREAKTHROUGH SANTA FE ALSO PARTNERS WITH THE SHELBY CULLOM DAVIS CHARITABLE FUND, INC. TO ADMINISTER AND AWARD FULL-TUITION COLLEGE SCHOLARSHIPS TO STUDENTS PARTICIPATING IN THE DAVIS NEW MEXICO SCHOLARS PROGRAM (DAVIS NEW MEXICO). AS OF JUNE 30, 2023, APPROXIMATELY 137 DAVIS NEW MEXICO SCHOLARSHIP RECIPIENTS ARE ENROLLED IN COLLEGE. 16019199 true true false false false false true true false true true false false false false true true false true false false false false true true false false true true true false false false false false false false false false false false false false false false false false true 59 0 184 true false false false false false true true false false false false false false false false X 21 21 false false false false false false false true true false false true true true true true true true false false NM AK AL AR CA CT FL HI MA MD NE MN MS NC NH NJ NV NY SC OH OK OR TX WA UT VA X BRUCE SACHS 5059821829 1101 CAMINO DE LA CRUZ BLANCA SANTA FE NM 87505 ELICIA MONTOYA CHAIR 3.00 0.00 X X 0 0 0 JENNY KAUFMAN VICE CHAIR 3.00 0.00 X X 0 0 0 DAVID KOCON TREASURER 3.00 0.00 X X 0 0 0 LEAH SWANSON SECRETARY 3.00 0.00 X X 0 0 0 SARA APRIL TRUSTEE 3.00 0.00 X 0 0 0 STEPHEN BADGER TRUSTEE 3.00 0.00 X 0 0 0 LIZ BREMNER TRUSTEE 3.00 0.00 X 0 0 0 ALEJANDRA CASTILLO TRUSTEE 3.00 0.00 X 0 0 0 JOSIAH CHILD TRUSTEE 3.00 0.00 X 0 0 0 RANDY DRY TRUSTEE 3.00 0.00 X 0 0 0 EDWARD GALE TRUSTEE 3.00 0.00 X 0 0 0 DOMINIC GARCIA TRUSTEE 3.00 0.00 X 0 0 0 ESTEVAN GONZALES TRUSTEE 3.00 0.00 X 0 0 0 MIQUELA SALAZAR KORTE TRUSTEE 3.00 0.00 X 0 0 0 CHRISTINE LEHMAN TRUSTEE 3.00 0.00 X 0 0 0 THAO MARQUEZ TRUSTEE 3.00 0.00 X 0 0 0 SUZANNE MOSS TRUSTEE 3.00 0.00 X 0 0 0 JOOHEE RAND TRUSTEE 3.00 0.00 X 0 0 0 CAROL ROMERO-WIRTH TRUSTEE 3.00 0.00 X 0 0 0 JENNA SCANLAN TRUSTEE 3.00 0.00 X 0 0 0 WARREN THOMPSON TRUSTEE 3.00 0.00 X 0 0 0 AARON SCHUBACH HEAD OF SCHO 40.00 0.00 X 284784 0 38237 284784 38237 4 false true false 103738 4723461 17868 4827199 TUITION AND FEES, NET 611600 9146551 9146551 LUNCH REVENUE 722514 107348 107348 9253899 528414 528414 21440 21440 21440 21440 2963064 2551787 411277 411277 411277 3378 103738 115331 -111953 ERC REVENUE 270554 270554 270554 15200830 9253899 1231685 360302 360302 7979134 7979134 693372 490195 175554 27623 5045254 3606012 1249153 190089 311505 220226 78869 12410 904652 639564 229048 36040 409567 289553 103698 16316 11045 7809 3236 32740 23149 9591 96909 96909 85553 60490 25063 93714 3849 88934 931 127208 79837 9367 38004 76539 54789 21750 151899 107388 38459 6052 294749 294505 244 50375 28511 10129 11735 549894 503153 41242 5499 110908 78409 28081 4418 UNCOLLECTIBLE PLEDGES 626362 626362 ATHLETICS & EVENTS 599784 184808 385633 29343 BOOKS & MATERIALS 501763 501763 REPAIRS & MAINTENANCE 226215 159927 57276 9012 373840 345826 24668 3346 19713283 16019199 2579995 1114089 81322 5525726 3205095 41489867 33887735 50871 415709 117898 91658 129703 197646 18163214 10158101 8271871 8005113 21142867 22088426 1650000 2490773 100947 94638 290362 221575 76530803 73018999 697819 704816 20658928 20194883 2470971 2642319 46161 23873879 23542018 X 22565893 14919489 30091031 34557492 52656924 49476981 76530803 73018999 X -4512453 1378866 -46356 X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 1 19.49 1 true 20.00 202120 X false 21774390 512939 2147982 -955980 23479331 26315291 276311 -3672873 -865890 -278449 21774390 21480355 33200 5772876 -971140 26315291 18584864 2789163 706226 -599898 21480355 18067836 361086 1040214 -884272 18584864 0.61710 0.38290 false false 133917 133917 14861694 8274652 6587042 1799058 779449 1019609 927736 773648 154088 440809 330352 110457 8005113 X 14842821 1378866 -1690519 -311653 15154474 46356 46356 15200830 18022764 -1690519 -1690519 19713283 19713283 SCHEDULE D, PAGE 1, PART II, LINE 5 THE ORGANIZATION HAS A WRITTEN POLICY REGARDING MONITORING, INSPECTING, AND ENFORCING THE VIOLATION OF EASEMENT AGREEMENTS. SCHEDULE D, PAGE 1, PART II, LINE 9 THE SCHOOL INCLUDES THE CONSERVATION EASEMENT, VALUED AT 45,000, IN THE "PROPERTY AND EQUIPMENT" OF THE STATEMENT OF FINANCIAL POSITION. SCHEDULE D, PAGE 2, PART V, LINE 4 ENDOWMENT FUNDS ARE TO BE USED TO PRODUCE PRESENT AND FUTURE RETURNS TO BE EXPENDED OR ADDED TO PRINCIPAL. THE SCHOOL CURRENTLY HAS UNRESTRICTED AND DONOR-RESTRICTED ENDOWMENT FUNDS THAT BENEFIT THE SCHOOL AND ITS OPERATIONS, PROVIDE FUNDS FOR FACULTY DEVELOPMENT AND RECOGNITION, AND PROVIDE FUNDS FOR STUDENT FINANCIAL AID. SCHEDULE D, PAGE 3, PART X THE SCHOOL IS A NONPROFIT ORGANIZATION THAT IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CONSIDERED A PUBLIC CHARITY. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THESE FINANCIAL STATEMENTS. SCHEDULE D, PAGE 4, PART XI, LINE 2D STUDENT FINANCIAL ASSISTANCE -1,690,519 SCHEDULE D, PAGE 4, PART XII, LINE 2D STUDENT FINANCIAL ASSISTANCE -1,690,519 true true true true true true true false false false false false false false false false false true SCHEDULE E, LINE 3 ALL INFORMATION PACKAGES AND PROMOTIONAL ADVERTISING REFLECT A RACIALLY NONDISCRIMINATORY POLICY. false GALA 107116 103738 3378 68410 46921 107116 103738 3378 68410 46921 115331 -111953 true ACADEMY FOR TECHNOLOGY & CLASSICS 74 A VAN NU PO SANTA FE NM 87508 856000016 GOV 10000 COLLEGE READINESS SANTA FE PUBLIC SCHOOLS AVID PROGRA 1300 CAMINO SIERRA VISTA SANTA FE NM 87505 856000169 GOV 30000 COLLEGE READINESS BREAKTHROUGH SANTA FE 1101 CAMINO DE LA CRUZ BLANCA SANTA FE NM 87505 850165745 501C3 10000 COLLEGE READINESS COLLEGE HORIZONS PO BOX 1262 PENA BLANCA NM 87041 201730126 501C3 15000 COLLEGE READINESS MASTERS PROGRAM 6401 RICHARDS AVE SANTA FE NM 87508 800477817 GOV 29129 COLLEGE READINESS NACA INSPIRED SCHOOLS NETWORK 924 PARK AVE SW STE C ALBUQUERQUE NM 87102 472981893 501C3 30000 COLLEGE READINESS NAVAJO PREPARATORY SCHOOL 1220 W APACHE ST FARMINGTON NM 87401 850395073 501C3 30000 COLLEGE READINESS NEW MEXICO SCHOOL FOR THE ARTS 500 MONTEZUMA AVE SANTA FE NM 87501 264764395 501C3 25000 COLLEGE READINESS OCCIDENTAL COLLEGE 1600 CAMPUS RD LOS ANGELES CA 90041 951667177 GOV 5700 STUDENT ASSISTANCE POJOAQUE VALLEY SCHOOL 1574 STATE ROAD 502 WEST SANTA FE NM 87506 850166355 GOV 46979 COLLEGE READINESS SIMON SCHOLARS FOUNDATION 524 DON GASPAR AVENUE SANTA FE NM 87505 273309123 501C3 29294 COLLEGE READINESS SOUTH VALLEY ACADEMY 3426 BLAKE RD SW ALBUQUERQUE NM 87105 850467121 GOV 30000 COLLEGE READINESS SOUTHWESTERN UNIVERSITY 1414 GERONIMO DR EL PASO TX 79925 741233796 GOV 5900 STUDENT ASSISTANCE ST EDWARDS UNIVERSITY 3001 SOUTH CONGRESS AUSTIN TX 78704 741109641 GOV 7900 STUDENT ASSISTANCE UNIVERSITY OF DENVER 2199 S UNIVERSITY BLVD DENVER CO 80210 840404231 GOV 11400 STUDENT ASSISTANCE UNIVERSITY OF PORTLAND 5000 N WILLAMETTE BLVD PORTLAND OR 97203 930401259 GOV 9000 STUDENT ASSISTANCE UPWARD BOUND ESPANOLA 921 N PASEO DE ONATE ESPANOLA NM 87532 856000545 501C3 30000 COLLEGE READINESS 18 COLLEGE TUITION 137 6288615 FINANCIAL AID 111 1690519 SCHEDULE I, PAGE 1, PART I, LINE 2 THE SCHOOL AWARDS SCHOLARSHIPS BASED ON NEED. PARENTS COMPLETE APPLICATIONS WITH AN OUTSIDE VENDOR WHO THEN PROVIDES A LISTING TO THE SCHOOL OF THE FAMILIES' NEED TO ATTEND SCHOOL. THE SCHOOL THEN USES THAT FIGURE AS A STARTING POINT TO AWARD GRANTS. THE SCHOOL DOES NOT ISSUE MERIT AID. SCHEDULE I, PAGE 4, PART IV SCHEDULE I, PART II, GRANTS AND ASSISTANCE TO DOMESTIC ORGANIZATION: THE FINANCIAL STATEMENTS INCLUDE A CHARGE OF 360,302 FOR GRANTS TO ASSIST 13 SCHOOLS IN NEW MEXICO AS WELL AS TO 5 COLLEGES IN THE NATION. THE PURPOSE OF THIS ASSISTANCE IS TO PROMOTE COLLEGE READINESS OF HIGH SCHOOL STUDENTS AS WELL AS STUDENT ASSISTANCE FOR COLLEGE STUDENTS. SCHEDULE I, PART III, GRANTS AND ASSISTANCE TO DOMESTIC INDIVIDUALS: THE FINANCIAL STATEMENTS INCLUDE A CHARGE OF 6,288,615 FOR COLLEGE TUITION SCHOLARSHIP AND RELATED SUPPORTING EXPENSES WHICH INCLUDES AN ACCRUAL FOR 4 YEARS OF COLLEGE EXPENSES FOR THE STUDENTS ENTERING THE NEW MEXICO DAVIS SCHOLARS PROGRAM AS OF JUNE 30, 2023. TOTAL OUTSTANDING PLEDGES FOR THE NEW MEXICO DAVIS SCHOLARS PROGRAM AS OF JUNE 30, 2023 IS 20,194,883. X true true X X X false false false false false false false false false AARON SCHUBACH HEAD OF SCHOOL 284784 17779 20458 323021 FORM 990, PAGE 1, PART I, LINE 6 VOLUNTEERS PROVIDED ASSISTANCE PRIMARILY WITH SOLICITATION OF DONATIONS. BOARD MEMBERS ALSO SERVED ON A VOLUNTEER BASIS. FORM 990, PAGE 6, PART VI, LINE 11B ONCE THE FORM 990 IS REVIEWED BY MANAGEMENT AND THE AUDIT COMMITTEE OF THE BOARD, THE SCHOOL E-MAILS THE PUBLIC DISCLOSURE COPY TO EACH BOARD MEMBER FOR THEIR REVIEW. AT THE NEXT BOARD MEETING, THE BOARD MEMBERS DISCUSS ANY ISSUES THEY MAY HAVE. FORM 990, PAGE 6, PART VI, LINE 12C SANTA FE PREPARATORY SCHOOL MONITORS CONFLICTS OF INTEREST ANNUALLY. THE CONTRACTS THAT THE FACULTY AND STAFF SIGN EVERY YEAR HAVE A CLAUSE THAT PROHIBITS CONFLICTS OF INTEREST, AND IF ANY EMPLOYEE SEEKS OUTSIDE ADDITIONAL EMPLOYMENT OR WORK, THE HEAD OF SCHOOL MUST APPROVE. FORM 990, PAGE 6, PART VI, LINE 15A THE SCHOOL HAS A SALARY SCALE AND LOOKS AT BENCHMARKS FROM OTHER ISAS AND NAIS SCHOOLS IN DETERMINING COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 17 NORTH CAROLINA, NEW HAMPSHIRE, NEW JERSEY, NEVADA, NEW YORK, SOUTH CAROLINA, OHIO, OKLAHOMA, OREGON, TEXAS, WASHINGTON, UTAH, VIRGINIA FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE MAINTAINED AT OFFICES OF SANTA FE PREPATORY SCHOOL AND ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 STUDENT FINANCIAL ASSISTANCE -1,690,519 STUDENT FINANCIAL ASSISTANCE 1,690,519