2024-10-24T14:21:58-04:00 2023-12-31 843482539 SJT GROUP LLC 4811 HARDWARE DR NE SUITE E-4 ALBUQUERQUE NM 87109 990 2023-01-01 850242641 STATE BAR OF NEW MEXICO STAT 5057976000 5121 MASTHEAD RD NE ALBUQUERQUE NM 87109 RICHARD SPINELLO EXECUTIVE DIRECTOR 5057976000 2024-10-22 true false LONNIE JUAREZ P02021894 5053128702 2024-10-24 2023 2024-10-15 13:58:12Z RICHARD SPINELLO 5121 MASTHEAD RD NE ALBUQUERQUE NM 87109 3946683 false X WWW.SBNM.ORG X 1978 NM AIDS COURTS IN ADMINISTRATION OF JUSTICE AND PRESERVING THE RULE OF LAW TO FOSTER A HIGH STANDARD OF INTEGRITY AND COMPETENCE WITHIN THE LEGAL PROFESSION. ACTIVITIES INCLUDE COLLECTION OF DUES, PUBLICATIONS, DEVELOPMENT AND PROMOTION OF PROGRAMS FOR THE MEMBERSHIP AND THE PUBLIC SUCH AS THE ANNUAL MEETING, MEMBERSHIP PROGRAMS, PUBLIC LEGAL EDUCATION AND INFORMATION, LAWYER REFERRAL, AND TECHNOLOGY. 22 22 32 2500 247417 109027 300980 0 3683149 3826207 8113 19174 -5021 -8402 3987221 3836979 0 0 2045059 2212332 0 0 1739710 1947314 3784769 4159646 202452 -322667 6148038 7574584 3396941 5146154 2751097 2428430 X THE MISSION OF THE STATE BAR OF NEW MEXICO IS TO BE A UNITED AND INCLUSIVE ORGANIZATION SERVING THE LEGAL PROFESSION AND THE PUBLIC. false false 611131 MEMBER COMMUNICATIONS/PUBLICATIONS COMMUNICATION FUNCTIONS INCLUDE: BAR BULLETIN THE BAR BULLETIN IS A PUBLICATION CONTAINING ADVANCE OPINIONS OF THE NEW MEXICO SUPREME COURT AND THE COURT OF APPEALS, AS WELL AS RULES, NOTICES, FEATURED ARTICLES, ANNOUNCEMENTS, AND CLASSIFIED ADVERTISING. BENCH AND BAR DIRECTORY THE BENCH AND BAR DIRECTORY IS A MEMBERSHIP DIRECTORY THAT ALSO INCLUDES INFORMATION ON STATE BAR SECTIONS, COMMITTEES AND DIVISIONS, THE JUDICIARY, THE BOARD, STATE BAR PROGRAMS, GOVERNMENT OFFICES, LEGAL SERVICE PROVIDERS, AND TRIBAL COURTS. DIGITAL PRINT CENTER RESPONSIBLE FOR PRINTING THE BAR BULLETIN AND ITS INSERTS, BOOKLETS, LETTERHEAD, BROCHURES, NEWSLETTERS AND A VARIETY OF PUBLICATIONS FOR THE STATE BAR DEPARTMENTS, THE CENTER FOR LEGAL EDUCATION, SECTIONS, DIVISIONS, COMMITTEES, AND EXTERNAL CUSTOMERS. IN ADDITION, MAILING SERVICES ARE PERFORMED FOR THE BAR BULLETIN AND PUBLICATION FOR INTERNAL AND EXTERNAL ENTITIES. NEW MEXICO LAWYER THE NEW MEXICO LAWYER IS A SPECIAL QUARTERLY INSERT IN THE BAR BULLETIN. IT IS PRODUCED BY GROUPS WITHIN STATE BAR AND EDITED BY THE BOARD OF EDITORS. THE GOAL OF EACH ISSUE IS TO PRESENT ARTICLES AND ESSAYS WHICH EXPLORE A CURRENT TOPIC THAT IS OF INTEREST TO A BROAD SEGMENT OF THE LEGAL COMMUNITY. 1139971 LAW PRACTICE MANAGEMENT AND ATTORNEY SERVICES OFFERED BY THE STATE BAR INCLUDE ETHICS/RISK MANAGEMENT ASSITANCE TO ATTORNEYS, FEE ARBITRATION PROGRAM, JUDGES AND LAWYERS ASSISTANCE PROGRAM, ATTORNEY BENEFITS PROGRAM, ONLINE LEGAL RESEARCH, PRACTICE AREA SECTIONS,AND PROFESSIONAL DEVELOPMENT PROGRAMS. 624683 THE OFFICE OF GENERAL COUNSEL IS A PROFESSIONAL OFFICE THAT ASSISTS STATE BAR AND THE FOUNDATION WITH POLICY AND REGULATORY FUNCTIONS OF AN INTEGRATED BAR. SPECIFICALLY, ITS FUNCTIONS ARE TO PROTECT THE LEGAL AND POLICY INTERESTS OF STATE BAR; ASSIST IN GOVERNANCE AND REGULATORY FUNCTIONS; PROVIDE A PROFESSIONAL LEGAL RESOURCE FOR LEADERSHIP, VOLUNTEERS,AND STAFF; ASSIST WITH OUTREACH TO THE JUDICIARY; AND ADVISE IN THE AREAS OF LEGISLATIVE, EXECUTIVE, AND JUDICIAL PROCESSES. 296559 BAR CENTER/PROFESSIONAL DEVELOPMENT CENTER (PDC) THE BAR CENTER OFFERS USE OF ROOMS AS A SERVICE TO MEMBERS OF STATE BAR AT A DISCOUNTED RATE. THE ROOMS ARE ALSO AVAILABLE TO RENT TO OUTSIDE GROUPS, CONTINUING LEGAL EDUCATION PROVIDERS, AND LAW-RELATED ENTITIES. 296559 2672344 false false false true false false false false false true false false true true true false true false false false false false false false false false true false true false false false true false false false false false false false true true true false true 26 0 true 32 true true true false false false true true false false false X 22 22 false false false false true true false true true false false true true true true true true true false false NM X RICHARD SPINELLO 5057976000 5121 MASTHEAD RD NE ALBUQUERQUE NM 87109 RICHARD SPINELLO EXECUTIVE DI 59.00 1.00 X 148772 0 18578 STORMY RALSTIN GENERAL COUN 50.00 X 134782 0 19813 DAVID R POWELL DIRECTOR OF 50.00 X 128945 0 15127 PAMELA O MOORE DIRECTOR- PR 40.00 X 105955 0 14252 ERINNA ATKINS PRESIDENT- E 1.00 X X 0 0 0 DAN BEHLES COMMISSIONER 1.00 X 0 0 0 ALLISON BLOCK-CHAVEZ COMMISSIONER 1.00 X 0 0 0 AJA BROOKS SECRETARY-TR 1.00 X X 0 0 0 ROSENDA CHAVEZ-LARA COMMISSIONER 1.00 X 0 0 0 SEAN FITZPATRICK COMMISSIONER 1.00 X 0 0 0 CONNIE FLORES COMMISSIONER 1.00 X 0 0 0 PARKER FOLSE COMMISSIONER 1.00 X 0 0 0 TOMAS GARCIA COMMISSIONER 1.00 X 0 0 0 DAMON HUDSON COMMISSIONER 1.00 X 0 0 0 DAVID LUTZ COMMISSIONER 1.00 X 0 0 0 MITCHELL MENDER COMMISSIONER 1.00 X 0 0 0 JESSICA PEREZ COMMISSIONER 1.00 X 0 0 0 BRETT PHELPS COMMISSIONER 1.00 X 0 0 0 LINDA SANDERS COMMISSIONER 1.00 X 0 0 0 JOE SAWYER COMMISSIONER 1.00 X 0 0 0 STEVE SCHOLL COMMISSIONER 1.00 X 0 0 0 SIMONE SEILER COMMISSIONER 1.00 X 0 0 0 OLGA SERAFIMOVA COMMISSIONER 1.00 X 0 0 0 BEN SHERMAN PRESIDENT 1.00 X X 0 0 0 LUCY SINKULAR COMMISSIONER 1.00 X 0 0 0 ELIZABETH TRAVIS COMMISSIONER 1.00 X 0 0 0 CAROLYN WOLF PAST PRESIDE 1.00 X X 0 0 0 518454 67770 4 false true false WALSWORTH PUBLISHING COMPANY PO BOX 850287 MINNEAPOLIS MN 55485 PRINTING SERV 136137 EUCLID TECHNOLOGY SOLUTIONS 540 DEVALL DR STE 301 AUBURN AL 36832 MGMT SOFTWARE 114862 LIGHTHOUSE BUSINESS INFORMATION SOLUTIONS (DBA IRONEDGE0 8100-M4 WYOMING BLVD NE STE 230 ALBUQUERQUE NM 87113 IT SERVICES 104984 3 LICENSING FEES 900099 2326415 2326415 BAR BULLETIN 900099 395909 148713 247196 JLAP 541800 354658 354658 ADMINISTRATIVE FEES 541800 272113 272113 MCLE 900099 263006 263006 214106 184467 29639 3826207 19174 19174 21016 21016 69960 109704 -39744 -39744 -39744 MEALS AND REFRESHMENTS 611430 10326 10326 10326 3836979 3549372 247417 40190 167350 167350 1545530 1187391 358139 73350 45149 28201 277513 175565 101948 148589 100843 47746 35660 1200 34460 1881 943 938 124408 7401 117007 241341 241341 158800 144088 14712 134238 57723 76515 45907 44483 1424 112601 55157 57444 83283 5223 78060 SERVICES PROVIDED TO MEMB 325254 232069 93185 SERVICES 264593 264593 SERVICES PROVIDED TO PUBL 98941 98941 COGS 72296 72296 248111 179279 68832 4159646 2672344 1487302 0 2100309 2636637 513952 524344 28861 29462 76821 55829 3219464 1989974 1265622 1229490 2162473 3098822 6148038 7574584 246238 283592 655172 701148 1247335 1168927 1248196 2992487 3396941 5146154 X 1314485 1071584 1436612 1356846 2751097 2428430 6148038 7574584 -322667 X X false true X true false false true false 344132 344132 2157177 1513122 644055 718155 476852 241303 1229490 PASS THROUGH OBLICATIONS 2665467 INTERCOMPANY RECEIVABLES 433355 3098822 PASS THROUGH OBLIGATIONS 2992487 2992487 X 3946683 3946683 -109704 -109704 3836979 4269350 109704 109704 4159646 4159646 SCHEDULE D, PAGE 3, PART X THE STATE BAR IS A NONPROFIT ORGANIZATION AND QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(6) OF THE IRC. THE ORGANIZATION REGULARLY EVALUATES ACTIVITIES AS IT RELATES TO ITS TAX-EXEMPT STATUS. IF ORGANIZATION ACTIVITIES ARE DETERMINED TO BE OUTSIDE OF ITS TAX-EXEMPT STATUS THE POTENTIAL EXISTS FOR TAX LIABILITIES ON THOSE UNRELATED ACTIVITIES. ACTIVITIES UNRELATED TO THE ORGANIZATIONS EXEMPT PURPOSE ARE TAXABLE. THE INTERNAL REVENUE SERVICE CONSIDERS NET INCOME RECEIVED FROM FOOD SERVICES PROVIDED FOR THE BENEFIT OF THE PROFESSIONAL DEVELOPMENT CENTER, AS WELL AS ADVERTISING, SUBSCRIPTIONS, AND PUBLISHING INCOME AS UNRELATED BUSINESS TAXABLE INCOME. AT DECEMBER 31, 2023 AND 2022, THE INCOME TAX LIABILITY WAS 0. DURING THE YEARS ENDED DECEMBER 31, 2023 AND 2022, THE PROVISION FOR INCOME TAXES WAS 28,356 AND 33,153, RESPECTIVELY. THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE IRC. AS SUCH, ITS NORMAL ACTIVITIES DO NOT RESULT IN ANY INCOME TAX LIABILITY. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) (1). THE ORGANIZATION ADOPTED ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA AS THEY RELATE TO UNCERTAIN TAX POSITIONS. MANAGEMENT BELIEVES THAT THE ACTIVITIES OF THE ORGANIZATION ARE WITHIN THEIR TAX-EXEMPT PURPOSE WITH THE EXCEPTIONS NOTED ABOVE, AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS. THE ORGANIZATIONS OPEN AUDIT PERIODS ARE FOR THE YEARS ENDING DECEMBER 31, 2020 AND AFTER. SCHEDULE D, PAGE 4, PART XI, LINE 2D RENTAL EXPENSES DEDUCTED FROM REVENUE ON FORM 990 0 SCHEDULE D, PAGE 4, PART XI, LINE 4B -109,704 SCHEDULE D, PAGE 4, PART XII, LINE 2D RENTAL EXPENSES DEDUCTED FROM REVENUE ON FORM 990 109,704 true DISABILITY RIGHTS NEW MEXICO 3916 JUAN TABO BLVD NE ALBUQUERQUE NM 87111 860276496 501C3 86009 GENERAL SUPPORT ENLACE COMUNITARIO 2425 ALAMO AVE SE ALBUQUERQUE NM 87106 850473384 501C3 78000 GENERAL SUPPORT LAS AMERICAS IMMIGRANT ADVOCACY CTR 1500 YANDELL DR EL PASO TX 79902 742472774 501C3 20000 GENERAL SUPPORT NATIVE AMERICAN DISABILITY LAW CTR 905 W APACHE ST FARMINGTON NM 87401 352238666 501C3 17500 GENERAL SUPPORT NM CENTER ON LAW AND POVERTY 924 PARK AVE SW ALBUQUERQUE NM 87102 850437960 501C3 305564 GENERAL SUPPORT NM ENVIRONMENTAL LAW CENTER 722 ISLETA BLVD SW ALBUQUERQUE NM 87105 850360664 501C3 10000 GENERAL SUPPORT NM IMMIGRANT LAW CENTER 625 SILVER AVE SW ALBUQUERQUE NM 87102 273303237 501C3 133391 GENERAL SUPPORT NM LEGAL AID 301 GOLD AVE SW 101 ALBUQUERQUE NM 87102 850116950 501C3 267314 GENERAL SUPPORT PEGASUS LEGAL SERVICES FOR CHILDREN 3201 4TH ST NW ALBUQUERQUE NM 87107 460509986 501C3 73289 GENERAL SUPPORT DNA PEOPLE'S LEGAL SERVICES PO BOX 306 WINDOW ROCK AZ 86515 860207220 501C3 25000 GENERAL SUPPORT SANTA FE DREAMERS PROJECT 1533 S ST FRANCIS DR SANTA FE NM 87505 820839645 501C3 7595 GENERAL SUPPORT 11 SCHEDULE I, PAGE 1, PART I, LINE 2 FULL REPORTING IS DONE FOR ALL FUNDERS AS PER CRITERIA OF EACH INDIVIDUAL GRANT. STAFF ATTENDS MEETINGS AS NEEDED WITH FUNDERS, AND MAINTAINS ONGOING CONTACT WITH EACH FUNDER REGARDING GRANTS AND GRANT COMPLIANCE. SCHEDULE I, PAGE 4, PART IV THE STATE BAR HAS BEEN APPOINTED THE AGENT OF THE ATJ FUND GRANT COMMISSION TO COLLECT FUNDS FROM PRO HAC VICE FEES AND IOLTA INTEREST AND TO HOLD THESE FUNDS ON THE ATJ FUND GRANT COMMISSION'S BEHALF PENDING DISBURSEMENT AS ORDERED BY THE ATJ FUND GRANT COMMISSION. THESE FUNDS ARE ACCOUNTED FOR AS PASS-THROUGH OBLIGATIONS AND THE UNDISBURSED FUNDS ARE REPORTED AS A LIABILITY OF THE STATE BAR ON ITS BALANCE SHEET. SINCE THESE ARE PASS- THROUGH FUNDS OF THE ATJ FUND GRANT COMMISSION, NEITHER THE RECEIPTS NOR THE DISBURSEMENT ARE REFLECTED ON THE STATE BAR'S STATEMENT OF REVENUES OR FUNCTIONAL EXPENSES. THEREFORE, THE AMOUNTS REPORTED ON SCHEDULE I ARE NOT REFLECTED ON LINE 1 IN PART IX OF THE FORM 990. CONSISTENT WITH PRIOR YEAR RETURNS, THE STATE BAR HAS ELECTED TO REPORT THE GRANT DISBURSEMENTS ORDERED BY THE ATJ FUND GRANT COMMISSION ON THEIR SCHEDULE I TO PROVIDE A RECORD OF THE GRANTEES RECEIVING THE ATJ FUND GRANT COMMISSION FUNDS AWARDED DURING THE CURRENT TAX YEAR. X X X X false false false RICHARD SPINELLO EXECUTIVE DIRECTOR 148772 7722 10856 167350 STORMY RALSTIN GENERAL COUNSEL 134782 6565 13248 154595 SCHEDULE J, PAGE 1, PART I, LINE 3 THE BOARD OF BAR COMMISSIONERS DETERMINE THE EXECUTIVE DIRECTOR'S COMPENSATION BASED ON COMPENSATION DATA REPORTED BY THE AMERICAN BAR ASSOCIATION FOR OTHER EXECUTVE DIRECTORS AT STATE BAR ASSOCIATIONS OF A SIMILAR SIZE. RICHARD SPINELLO EXEC DIRECTOR 13177 RICHARD SPINELLO false SCHEDULE L, PART V RICHARD SPINELLO, EXECUTIVE DIRECTOR FOR THE STATE BAR OF NEW MEXICO OWNS INTEREST IN TWO VENDORS, JUP ENTERPRISES D/B/A THE DAILY GRIND, AND CARUSOS, WHICH PROVIDE CATERING SERVICES FOR VARIOUS MEETINGS. FORM 990, PAGE 2, PART III, LINE 4A MEMBER COMMUNICATIONS/PUBLICATIONS COMMUNICATION FUNCTIONS INCLUDE: BAR BULLETIN THE BAR BULLETIN IS A PUBLICATION CONTAINING ADVANCE OPINIONS OF THE NEW MEXICO SUPREME COURT AND THE COURT OF APPEALS, AS WELL AS RULES, NOTICES, FEATURED ARTICLES, ANNOUNCEMENTS, AND CLASSIFIED ADVERTISING. BENCH AND BAR DIRECTORY THE BENCH AND BAR DIRECTORY IS A MEMBERSHIP DIRECTORY THAT ALSO INCLUDES INFORMATION ON STATE BAR SECTIONS, COMMITTEES AND DIVISIONS, THE JUDICIARY, THE BOARD, STATE BAR PROGRAMS, GOVERNMENT OFFICES, LEGAL SERVICE PROVIDERS, AND TRIBAL COURTS. DIGITAL PRINT CENTER RESPONSIBLE FOR PRINTING THE BAR BULLETIN AND ITS INSERTS, BOOKLETS, LETTERHEAD, BROCHURES, NEWSLETTERS AND A VARIETY OF PUBLICATIONS FOR THE STATE BAR DEPARTMENTS, THE CENTER FOR LEGAL EDUCATION, SECTIONS, DIVISIONS, COMMITTEES, AND EXTERNAL CUSTOMERS. IN ADDITION, MAILING SERVICES ARE PERFORMED FOR THE BAR BULLETIN AND PUBLICATION FOR INTERNAL AND EXTERNAL ENTITIES. NEW MEXICO LAWYER THE NEW MEXICO LAWYER IS A SPECIAL QUARTERLY INSERT IN THE BAR BULLETIN. IT IS PRODUCED BY GROUPS WITHIN STATE BAR AND EDITED BY THE BOARD OF EDITORS. THE GOAL OF EACH ISSUE IS TO PRESENT ARTICLES AND ESSAYS WHICH EXPLORE A CURRENT TOPIC THAT IS OF INTEREST TO A BROAD SEGMENT OF THE LEGAL COMMUNITY. FORM 990, PAGE 2, PART III, LINE 4D BAR CENTER/PROFESSIONAL DEVELOPMENT CENTER (PDC) THE BAR CENTER OFFERS USE OF ROOMS AS A SERVICE TO MEMBERS OF STATE BAR AT A DISCOUNTED RATE. THE ROOMS ARE ALSO AVAILABLE TO RENT TO OUTSIDE GROUPS, CONTINUING LEGAL EDUCATION PROVIDERS, AND LAW-RELATED ENTITIES. FORM 990, PAGE 6, PART VI THE COMMITTEE CONSISTS OF THE BOARD OF BAR COMMISSIONERS (BBC) OFFICERS (4) AND TWO ADDITIONAL BBC MEMBERS APPOINTED BY THE BBC PRESIDENT. THE COMMITTEE HAS THE POWER TO ACT ON ANY MATTER DELEGATED TO IT BY THE BAR FOUNDATION OR MATTERS THAT MUST BE DECIDED PRIOR TO THE NEXT REGULATORY SCHEDULED BAR FOUNDATION MEETING. FORM 990, PAGE 6, PART VI, LINE 6 MEMBERS ARE COMPRISED OF LICENSED ATTORNEYS WHO PRACTICE LAW IN NEW MEXICO FORM 990, PAGE 6, PART VI, LINE 7A STATE BAR IS DIVIDED INTO DISTRICTS WHERE PARTICIPATING LAWYERS ELECT MEMBERS TO THE GOVERNING BODY. FORM 990, PAGE 6, PART VI, LINE 11B IT IS REVIEWED BY THE EXECUTIVE DIRECTOR AND EXECUTIVE COMMITTEE OF THE BOARD AND THE FULL BOARD IS NOTIFIED OF ITS AVAILABILITY PRIOR TO FILING. FORM 990, PAGE 6, PART VI, LINE 12C DURING OUR BOARD ANNUAL ORIENTATION, WE INFORM NEW BOARD MEMBERS OF OUR CONFLICT POLICY AND COMPLIANCE. WE HAVE NOT HAD A CONFLICT FILED. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF BAR COMMISSIONERS DETERMINE THE EXECUTIVE DIRECTOR'S COMPENSATION BASED ON COMPENSATION DATA REPORTED BY THE AMERICAN BAR ASSOCIATION FOR OTHER EXECUTIVE DIRECTOR'S AT STATE BAR ASSOCIATIONS OF A SIMILAR SIZE. DISCUSSIONS REGARDING THE EXECUTIVE DIRECTOR'S COMPENSATION ARRANGEMENT ARE DOCUMENTED IN MEETING NOTES FROM THE BOARD OF BAR COMMISSIONER'S EXECUTIVE DIRECTOR REVIEW COMMITTEE. THE EXECUTIVE DIRECTOR DETERMINES THE COMPENSATION OF THE KEY EMPLOYEES. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IT ALSO MAKES ITS AUDITED FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE. IT DOES NOT MAKE ITS CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. FORM 990, PAGE 12, PART XII, LINE 2C THE FINANCE COMMITTEE AND THE EXECUTIVE DIRECTOR, IN CONJUCTION WITH THE BOARD OF BAR COMMISSIONERS, OVERSEE THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. NEW MEXICO STATE BAR FOUNDATION 5121 MASTHEAD ST NE ALBUQUERQUE NM 87109 850390079 TRAINING NM 501C3 7 STATE BAR OF NEW MEXICO true false false false false false false false false false false false false true true true false true false false NEW MEXICO STATE BAR FOUNDATION M 174438 NEW MEXICO STATE BAR FOUNDATION N 113330 NEW MEXICO STATE BAR FOUNDATION O 219491