2026-02-06T14:05:12-08:00 2025-06-30 850474304 NUMBER CRUNCHERS K M GARRETT EA PO BOX 21974 ALBUQUERQUE NM 87154 990 2024-07-01 850165208 NEW MEXICO SOCIETY OF CPAS NEWM 5052461699 3400 MENAUL NE ALBUQUERQUE NM 871071818 JEANETTE CONTRERAS PRESIDENT 5052461699 2026-02-06 true true K M GARRETT EA P00010685 5052936595 2024 2025-03-06 01:10:19Z JEANETTE CONTRERAS 3400 MENAUL NE ALBUQUERQUE NM 87107 503116 false X www.nmscpa.org X 1930 NM THE ORGANIZATIONS PRIMARY PURPOSE IS TO ADVOCATE FOR MEMBERS AND THE PROFESSION THROUGH THE PROMOTION OF EXCELLENCE AND ETHICAL STANDARDS. 26 25 4 105 0 0 0 491273 497279 2037 5837 0 493310 503116 417198 0 307964 275081 0 0 141022 159873 448986 852152 44324 -349036 702269 309404 225605 181776 476664 127628 THE ORGANIZATIONS PRIMARY PURPOSE IS TO ADVOCATE FOR MEMBERS AND THE PROFESSION THROUGH THE PROMOTION OF EXCELLENCE AND ETHICAL STANDARDS. false false 503296 417198 305893 TO ADVANCE AND PROMOTE THE PROFESSION THROUGH SCHOLARSHIP, PUBLIC RELATIONS, AND SERVICES TO MEMBERS. TO SERVE AS A CLEARING HOUSE FOR INFORMATION PERTINENT TO MEMBERS AND THE COMMUNITY. 145098 161645 ANNUAL CONFERENCE, COMMITTEES, AND OTHER MEETINGS - EXPENSES ASSOCIATED WITH PROGRAMS AND ACCOMODATIONS FOR ANNUAL CONFERENCE AND COMMITTEE ACTIVITIES: PROVIDING OPPORTUNITIES FOR NETWORKING INFORMATION SHARING AND ADVOCACY, RECOGNIZING EXCELLENCE IN SERVICE TO THE PROFESSION AND THE COMMUNITY. MENTORING ACCOUNTING STUDENTS AND PROVIDING TRAINING AND NETWORKING OPPORTUNITIES. SUPPORTING NEW CPAS WITH A SWEARING IN CEREMONY AND RECEPTION. 21114 0 29741 MONITORING ACTIVITY AT THE STATE LEGISLATURE AND ADVOCATING FOR THE PROFESSION. COORDINATION WITH THE STATE BOARD OF ACCOUNTANCY AND THE STATE AUDITORS OFFICE TO SUPPORT THE PROFESSION. 669508 false false false true false false false false false true false false true false false false false false false false false false false false false false false true false false false false false false false false false false false false true false false false true 3 0 true 4 true false false false false false false false false false false X 26 25 true false false false true true false true false false true true true true true true true true true false false X JEANETTE CONTRERAS 5052461699 3400 MENAUL NE ALBUQUERQUE NM 87107 JEANETTE CONTRERAS PRESIDENT 40.00 X X 103305 0 0 CORRINE ZAJAC-CLARKSON CHAIRMAN OF THE BOARD 5.00 X X 0 0 0 STEPHANIE MELTON IMM PAST CHAIR 1.00 X X 0 0 0 ELIJAH ESQUIVEL TREASURER 4.00 X X 0 0 0 JENNIFER GABALDON EXEC VICE PRES 45.00 X 73440 0 0 TAMARA BEALL CHAIR ELECT 1.00 X X 0 0 0 MANDY FUNCHESS DIRECTOR 1.00 X 0 0 0 YASMEEN ABDELJALIL DIRECTOR 1.00 X 0 0 0 TRACY ARMIJO DIRECTOR 1.00 X 0 0 0 BEN BALKCOM DIRECTOR 1.00 X 0 0 0 DARREN DAVIS DIRECTOR 1.00 X 0 0 0 DAVID DILLER DIRECTOR 1.00 X 0 0 0 JOSHUA EDWARDS DIRECTOR 1.00 X 0 0 0 CAITLIN GUTIERREZ DIRECTOR 1.00 X 0 0 0 HOWIE HERBERT III DIRECTOR 1.00 X 0 0 0 BRANDYN JORDAN DIRECTOR 1.00 X 0 0 0 LYNETTE SANDERS DIRECTOR 1.00 X 0 0 0 DAVID LAFFERTY DIRECTOR 1.00 X 0 0 0 RYAN LATIMER DIRECTOR 1.00 X 0 0 0 GWEN MANSFIELD-VOGT DIRECTOR 1.00 X 0 0 0 JANET PACHECO MORTON DIRECTOR 1.00 X 0 0 0 CHRISTOPHER SALCIDO DIRECTOR 1.00 X 0 0 0 MISTY SCHUCK DIRECTOR 1.00 X 0 0 0 VALERIE TORREZ DIRECTOR 1.00 X 0 0 0 MARY ALICE WALKER-LYSAK DIRECTOR 1.00 X 0 0 0 NICHOLAS WILLIAMS DIRECTOR 1.00 X 0 0 0 EMILY WILSON DIRECTOR 1.00 X 0 0 0 176745 0 0 1 false false false DUES 541990 270373 0 0 ANNUAL CONFERENCE 561990 24465 0 0 OTHER MEETINGS/STUDENT PIPELINE 561900 7180 0 0 CONTRIBUTIONS/PROGRAM SUPPORT 561900 3921 0 0 OVERHEAD ALLOCATION FROM RELATED ENTITY 541990 191340 0 0 497279 5837 0 5837 0 0 0 0 0 0 0 503116 497279 0 5837 417198 0 180347 0 0 0 63054 0 0 0 4802 0 0 0 7727 0 0 0 19151 0 0 0 20848 0 0 0 21114 0 0 0 3330 0 0 0 15923 0 0 0 21900 0 0 0 19239 0 0 0 35844 0 0 0 274 0 0 0 11539 0 0 0 4588 0 0 0 DUES AND SUBSCRIPTIONS 1860 0 0 0 CREDIT CARD ACCEPT FEE 1949 0 0 0 EQUIP RENT & MTC 1125 0 0 0 TAXES 340 0 0 0 852152 0 0 0 204119 174150 102037 102874 5394 2808 217960 188388 25218 29572 365501 0 702269 309404 32494 35247 193111 146529 225605 181776 X 476664 127628 476664 127628 702269 309404 -349036 X X false false false false false false 270373 21114 21114 29741 0 0 0 217960 188388 29572 29572 ACCOUNTS RECEIVABLE FROM RELATED ORGANIZATION 0 0 true NMSCPA FOUNDATION FOR EDUCATION & RESEARCH 3400 MENAUL NE ALBUQUERQUE NM 87107 850331631 501(C)3 417198 FMV SEE SCHED O Pt I Line 2 THIS GRANT WAS FORGIVENESS OF A BALANCE DUE ON EXPENSE SHARING OVER THE LAST SEVERAL YEARS. THERE IS NO MONITORING GOING FORWARD. Other THE TAXPAYER ELECTS TO MAKE THE SAFE HARBOR ELECTION UNDER REGULATION 1.263(a)-3(h)WITH RESPECT TO EQUIPMENT. Pt VI, Line 2 TAMARA BEALL AND CAITLIN GUTIERREZ WORK FOR THE SAME FIRM. YASMEEN ADDELJALIL AND EMILY WILSON WORK FOR THE SAME FIRM. Pt VI, Line 6 THE ORGANIZATION HAS DUES PAYING MEMBERS. Pt VI, Line 7a THE DUES PAYING MEMBERS OF THE ORGANIZATION ELECT THE BOARD MEMBERS AND OFFICERS. Pt VI, Line 8b NO COMMITTEES ARE EMPOWERED TO ACT ON BEHALF OF THE GOVERNING BODY. COMMITTEES REPORT TO THE GOVERNING BODY AND MAKE RECOMMENDATIONS BUT FINAL AUTHORITY RESTS ONLY WITH THE BOARD OF DIRECTORS. Pt VI, Line 10b CHAPTERS ARE REQUIRED TO ADOPT BYLAWS CONSISTENT WITH AND APPROVED BY THE ORGANIZATION. CHAPTERS ARE REQUIRED TO ANNUALLY REPORT THEIR FINANCIAL INFORMATION TO THE ORGANIZATION. CHAPTER REPRESENTATIVES SIT ON THE BOARD OF DIRECTORS AND REGULARLY REPORT THEIR ACTIVITIES TO THE ORGANIZATION. Pt VI, Line 11b THE 990 IS REVIEWED BY THE MEMBERS OF THE FINANCE COMMITTEE. COPIES OF THE 990 ARE PROVIDED TO THE BOARD MEMBERS PRIOR TO FILING. Pt VI, Line 12c ALL DIRECTORS ARE REQUIRED TO FILE AN ANNUAL REPORT DISCLOSING ANY POTENTIAL CONFLICTS OF INTEREST. STAFF MONITORS ACTIVITY DURING THE YEAR AND REMINDS THE BOARD WHEN A POTENTIAL CONFLICT MAY EXIST. Pt VI, Line 15a THE COMPENSATION OF THE PRESIDENT IS BASED ON MARKET EVALUATION AND THE PARAMATERS OF THE ORGANIZATIONS BUDGET. PERFORMANCE WAS REVIEWED AT LEAST TWICE DURING THE YEAR BY THE CHAIRMAN OF THE BOARD. THE PRESIDENT SETS THE SALARY FOR THE EXECUTIVE VICE PRESIDENT WITH THE ADVICE OF THE EXECUTIVE COMMITTEE. THE SALARY IS BASED ON MARKET EVALUATION AND THE BUDGET OF THE ORGANIZATION. Pt VI, Line 15b THE SALARIES OF REMAINING STAFF ARE DETERMINED BY THE PRESIDENT WITHIN THE PARAMETERS OF THE BUDGET WHICH IS APPROVED BY THE BOARD OF DIRECTORS. Pt VI, Line 19 THE 990S, THE GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE AT THE OFFICE OF THE ORGANIZATION TO ANYONE WHO REQUESTS THEM. THE COPIES ARE PREPARED BY THE OFFICE MANAGER AS SOON AS THE INFORMATION IS REQUESTED. Pt XII, Line 2c THE FINANCE COMMITTEE MEETS MONTHLY TO REVIEW THE FINANCIAL STATEMENTS AND SUPPORTING DOCUMENTATION. THE COMMITTEE ADVISES ON THE PREPARATION OF THE BUDGET. THE COMMITTEE ALSO REVIEWS THE 990 AS WELL AS ANY POLICIES IMPACTING THE FINANCES OF THE ORGANIZATION. Other PART XII, LINE 2A THE ORGANIZATIONS FINANCIAL STATEMENTS ARE PREPARED BY AN INDEPENDENT CONTRACT BOOKKEEPER. Other SCHED I, PART II, LINE 1(h) RECIEVABLE FROM RELATED ORGANIZATION FOR SHARED SALARIES AND ADMINISTRATIVE EXPENSES WAS FORMALLY FORGIVEN TO RESOLVE THE OUTSTANDING INTERCOMPANY BALANCE. NEW MEXICO SOCIETY OF CPAS FOUNDATION FOR EDUCATION & RESEARCH 3400 MENAUL NE ALBUQUERQUE NM 87107 850331631 CONTINUING PROFESSIONAL EDUCATION NM 501(c)(3) 509(a)0(2) NA true NMSCPA EDUCATIONAL FUND 3400 MENAUL NE ALBUQUERQUE NM 87107 856013871 SCHOLARSHIP GRANTING ORG NM 501(c)(3) 170(b)(1)(A)(vi) NA true false true false false false false false false false false true true true true true true true false false NM SOCIETY OF CPAS FOUNDATION FOR EDUCATION AND RESEARCH k 21900 FMV NM SOCIETY OF CPAS FOUNDATION FOR EDUCATION AND RESEARCH l n o 191340 COST NM SOCIETY OF CPAS EDUCATION FUNDS m n 35520 COST NM SOCIETY OF CPAS FOUNDATION FOR EDUCATION AND RESEARCH B 418408 COST