2025-07-14T12:01:16-05:00 2024-08-31 994625061 CRI ADVISORS LLC 807 CAMINO DE MONTE REY SANTA FE NM 87505 990 2023-09-01 850114142 NATIONAL EDUCATION ASSOCIATION OF NEW MEXICO INC NATI 5059821916 2007 BOTULPH ROAD SANTA FE NM 87505 MARY PARR-SANCHEZ PRESIDENT 5059821916 2025-07-07 1 0 RHONDA G WILLIAMS P00527004 5059833387 2025-07-07 2023 2025-03-06 01:10:19Z MARY PARR-SANCHEZ 2007 BOTULPH ROAD SANTA FE NM 87505 4655015 0 X HTTPS://WWW.NEANM.ORG X 1936 NM TO ELEVATE THE PROFESSION OF TEACHING AND TO IMPROVE SCHOOLS. 15 14 17 1093 0 0 0 0 4033019 3953209 50159 82912 39198 22746 4122376 4058867 0 5655 0 0 2223728 2001457 0 0 0 1650816 1663273 3874544 3670385 247832 388482 5749586 5977905 1569835 1281332 4179751 4696573 TO ELEVATE THE PROFESSION OF TEACHING, TO SECURE EFFECTIVE COOPERATION OF ALL AGENCIES FOR IMPROVING SCHOOLS, AND TO PROMOTE THE ADVANCEMENT OF THE EDUCATOR PROFESSIONALLY, ECONOMICALLY, AND SOCIALLY. 0 0 SERVES APPROXIMATELY 5,873 MEMBERS IN THE STATE OF NEW MEXICO. MEMBERS CONSIST OF PROFESSIONAL AND SUPPORT EMPLOYEES OF NEW MEXICO PUBLIC SCHOOLS. THE ORGANIZATION EXISTS TO SERVE THESE MEMBERS AND IMPROVE PUBLIC EDUCATION. 0 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 66 0 17 1 0 0 0 0 0 0 0 0 X 15 14 1 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 9546320653 2007 BOTULPH ROAD SANTA FE NM 87505 MARY PARR-SANCHEZ PRESIDENT 40.00 4.00 X X 133029 0 59502 BETHANY JARRELL VICE PRESIDENT 15.00 2.00 X X 6700 0 0 MARY DANIEL-MONTOYA BOARD MEMBER 4.00 1.00 X 0 0 0 MELANIE HALLBECK BOARD MEMBER 4.00 1.00 X 0 0 0 EDUARDO HOLGUIN BOARD MEMBER 4.00 1.00 X 0 0 0 YAZMIN IZQUIERDO BOARD MEMBER 4.00 1.00 X 0 0 0 DIANA JACKSON BOARD MEMBER 4.00 1.00 X 0 0 0 KATHERINE MACDERMOTT BOARD MEMBER 4.00 1.00 X 0 0 0 GRACE MAYER BOARD MEMBER 4.00 1.00 X 0 0 0 CARMEN MERLANO-WHITLOCK BOARD MEMBER 4.00 1.00 X 0 0 0 MICHAEL MOSS BOARD MEMBER 4.00 1.00 X 0 0 0 DELPHINA PONCE BOARD MEMBER 4.00 1.00 X 0 0 0 DENISE SHEEHAN BOARD MEMBER 4.00 1.00 X 0 0 0 CAROL TEWELEIT BOARD MEMBER 4.00 1.00 X 0 0 0 JENNIFER TRUJILLO BOARD MEMBER 4.00 1.00 X 0 0 0 LORETTA ORTEGA EXECUTIVE DIRECTOR (ON LEAVE) 40.00 1.00 X 141201 0 59036 EDITH BRYCELEA DEPUTY EXECUTIVE DIRECTOR OF OPS 40.00 4.00 X 93056 0 58790 ANDREW MONTOYA EXEC DIR FOR CTR FOR COMM SCH 40.00 0.00 X 89201 0 56342 463187 0 233670 2 0 1 0 PONCE CONSTRUCTION & RESTORATION 3750 VALMORA ROAD SANTA FE NM 87505 ROOF & INTERIOR RESTORATION AT 2009 BOTU 120327 1 MEMBER DUES & ASSESSME 611710 2489663 2489663 NEA GRANTS & REIMBURSE 611710 1463546 1463546 3953209 31311 31311 10628 0 10628 10628 10628 647749 596148 51601 51601 51601 OTHER INCOME 611710 12118 12118 12118 4058867 4016928 0 41939 X 5655 768669 725085 9472 404671 93560 93731 26469 13600 477374 76642 64348 44373 236969 168790 112198 89014 TRAINING 252737 MEMBERSHIP PROMOTIONS 7028 3670385 1279493 1483453 1343668 1224178 2107 39215 68755 51286 3412533 1760336 1718711 1652197 1313152 1526076 23700 1500 5749586 5977905 316420 275502 1014990 865592 238425 140238 1569835 1281332 X 4179751 4696573 4179751 4696573 5749586 5977905 388482 128340 0 X 0 1 X 1 0 1130 NEA-NEW MEXICO ADVOCACY FUND FOR PUBLIC EDUCATION 2007 BOTULPH ROAD SANTA FE NM 87505 1130 1 1 0 PART I-A, LINE 1: IN FISCAL YEAR 2010, THE ASSOCIATION ELECTED TO CREATE A "SEPARATE SEGREGATED FUND" (DESCRIBED IN IRC SECTION 527(F)(3)), ENTITLED NEA-NEW MEXICO ADVOCACY FUND FOR PUBLIC EDUCATION (AFPE), FOR THE PURPOSE OF MAKING INDIRECT CONTRIBUTIONS TO CANDIDATES VYING FOR NEW MEXICO STATE ELECTORAL OFFICES. TO DATE A TOTAL OF $0 HAS BEEN DEPOSITED INTO THE AFPE, WITH ALL MONIES FROM DUES OF MEMBERS OF THE ASSOCIATION. THE AFPE IS A POLITICAL ORGANIZATION UNDER IRC SECTION 527(E)(1) AND ALL REPORTING REQUIREMENTS FOR THE AFPE WERE MET. TOTAL EXPENDITURES OF $0 AND $0 WERE MADE FOR THE FISCAL YEARS ENDED AUGUST 31, 2024 AND 2023, RESPECTIVELY. THE BALANCES OF $10,058 AND $9,397, NET OF AMOUNTS TRANSFERRED BACK TO OPERATIONS, ARE IN RESTRICTED CASH AND CASH EQUIVALENTS AND ARE INCLUDED IN BOARD DESIGNATED NET ASSETS WITHOUT DONOR RESTRICTIONS FOR THE YEARS ENDED AUGUST 31, 2024 AND 2023, RESPECTIVELY. THE AFPE WAS NOT CREATED AS A STAND-ALONE ENTITY. THEREFORE, FOR FINANCIAL REPORTING PURPOSES, THE ACTIVITY OF THE AFPE IS INCLUDED WITH THE REGULAR OPERATIONS OF THE ASSOCIATION. 3157553 1552246 1605307 208090 208090 0 46890 46890 1652197 LIABILITY FOR COMPENSATED ABSENCES 93796 LEASE LIABILITY 46442 140238 X 4187207 128340 128340 4058867 0 4058867 3670385 0 3670385 0 3670385 PART X, LINE 2: INCOME TAXES UNDER SECTION 501(C)(6) OF THE INTERNAL REVENUE CODE, THE ASSOCIATION IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. HOWEVER, TAXES ON UNRELATED BUSINESS INCOME, IF ANY, ARE REPORTED WHEN PAID. THE ASSOCIATION DID NOT INCUR TAXES ON UNRELATED BUSINESS INCOME IN 2024 OR 2023. THE ASSOCIATION UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE FINANCIAL STATEMENTS WHEN IT IS MORE-LIKELY-THAN-NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALITES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF AUGUST 31, 2024 AND 2023, THE ASSOCIATION HAS NO UNCERTAIN TAX PROVISIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X 1 1 X X X 0 0 0 MARY PARR-SANCHEZ PRESIDENT 133029 0 0 0 0 0 32850 0 26652 0 192531 0 0 0 LORETTA ORTEGA EXECUTIVE DIRECTOR (ON LEAVE) 141201 0 0 0 0 0 44898 0 14138 0 200237 0 0 0 EDITH BRYCELEA DEPUTY EXECUTIVE DIRECTOR OF OPS 93056 0 0 0 0 0 30294 0 28496 0 151846 0 0 0 PART I, LINE 1A NEA GAVE THE PRESIDENT A SMALL ALLOWANCE TO HELP DEFRAY THE COSTS OF TRAVELING TO AND STAYING IN SANTA FE. THAT PAYMENT WAS INCLUDED IN HER TAXABLE WAGES. FORM 990, PART VI, SECTION A, LINE 2 MARY PARR-SANCHEZ AND LORI ORTEGA HAVE A SPOUSAL RELATION. FORM 990, PART VI, SECTION A, LINE 6 ANYONE WHO WORKS AS AN EMPLOYEE FOR A PUBLIC SCHOOL DISTRICT, A COLLEGE OR UNIVERSITY, OR ANY OTHER PUBLIC INSTITUTION DEVOTED PRIMARILY TO EDUCATION IS ELIGIBLE TO JOIN NEA-NM. NEA-NM ALSO HAS SPECIAL MEMBERSHIP CATEGORIES FOR RETIRED EDUCATORS AND COLLEGE STUDENTS STUDYING TO BECOME TEACHERS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ELECT THE BOARD OF DIRECTORS FROM REGIONS AROUND THE STATE. FORM 990, PART VI, SECTION A, LINE 7B DECISIONS RELATED TO ADOPTING LEGISLATIVE PLATFORMS FOR THE STATE ORGANIZATION AS A WHOLE AND APPROVING AMENDMENTS TO THE ORGANIZATIONS BY-LAWS MUST BE APPROVED AT AN ANNUAL MEETING OF THE DELEGATE COUNCIL, WHOSE MEMBERS ARE ELECTED BY THEIR RESPECTIVE LOCALS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS EMAILED TO THE EXECUTIVE COMMITTEE FOR REVIEW, AND RECOMMENDATION IS MADE FOR APPROVAL. THE 990 IS THEN PRESENTED TO THE BUDGET COMMITTEE, WHICH MAKES A MOTION FOR BOARD APPROVAL. THE BOARD OF DIRECTORS VOTES ON FINAL APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE AND SIGN A CONFLICT OF INTEREST STATEMENT IN JULY OF EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS HAS A PERSONNEL COMMITTEE THAT SETS PERFORMANCE STANDARDS/GOALS FOR THE EXECUTIVE DIRECTOR. THE COMMITTEE REGULARLY MONITORS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR. AT SPECIFIED BOARD MEETINGS, THE PERSONNEL COMMITTEE REVIEWS THE PROGRESS WITH THE EXECUTIVE DIRECTOR. AT THE END OF EACH FISCAL YEAR, THE COMMITTEE MAKES A RECOMMENDATION TO THE ENTIRE BOARD AS TO THE CONTINUATION OF THE EXECUTIVE DIRECTOR'S CONTRACT AND APPLICABLE PAY ADJUSTMENT, IF ANY. THE PAY FOR THE OFFICE MANAGER COINCIDES WITH THE NM-NSO (NATIONAL STAFF ORGANIZATION) PROFESSIONAL PAY SCHEDULE, PER AGREEMENT BY THE BOARD. THE PAY FOR ALL NSO STAFF IS BARGAINED FOR VIA COLLECTIVE BARGAINING AND THE BOARD GIVES FINAL RATIFICATION. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACT SERVICES 477,374. NEA-NEW MEXICO EDUCATION PAC 2007 BOTULPH RD SANTA FE NM 87505 860999603 SUPPORT CANDIDATES FOR PUBLIC OFFICE NM 527 NATIONAL EDUCATION ASS'N OF NEW MEXICO 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 NATIONAL EDUCATION ASSOCIATION-NEW MEXICO EDUCATION PAC J 13250 FAIR MARKET VALUE NATIONAL EDUCATION ASSOCIATION-NEW MEXICO EDUCATION PAC Q 12000 ACTUAL COST