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Nonprofit · EIN 45-2848527

501CPA

Also known as NONPROFIT BACK OFFICE RESOURCES

Tax-exempt · ALBUQUERQUE, NM 87109

Financials

$1.2M$1.3M2022$1.4M$1.3M2023$1.6M$1.4M2024
Revenue Expenses · by fiscal year end
Financials of 501CPA by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,583,891$1,438,765$145,126$784,054$86,375$697,679
June 30, 2024990$1,420,776$1,319,960$100,816$618,629$67,001$551,628
June 30, 2023990$1,207,013$1,283,643-$76,630$516,561$66,622$449,939
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$305,000
Program service revenue
$1,269,015
Investment income
$9,876
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$138,464
Other salaries and wages
$957,444
Salaries, compensation and benefits (total)
$1,251,522
Professional fundraising fees
$0
Accounting fees
$23,925
Occupancy
$7,200
Travel
$640
Depreciation
$7,490
Program services (functional)
$1,325,097
Management and general (functional)
$100,529
Fundraising (functional)
$13,139

Balance sheet and other

Total assets, start of year
$618,629
Total assets, end of year
$784,054
Total liabilities, end of year
$86,375
Net assets, end of year
$697,679
Land, buildings and equipment
$3,985
Publicly traded securities
$302,879
Net assets without donor restrictions
$627,679
Net assets with donor restrictions
$70,000
Gross receipts
$1,583,891
Employees
27
Volunteers
8
Year formed
2011
State of legal domicile
NM

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
MONICA STAPLETONCEO
Officer
40$120,865$13,630
ROSHELLE OVERTONCO CHAIR
Trustee or director, Officer
1$0$0
JABEEN VAGHTREASURER
Trustee or director, Officer
1$0$0
KATIE THOMPSONDIRECTOR
Trustee or director
1$0$0
KIM WONGSECRETARY
Trustee or director, Officer
1$0$0
LILIA RUIZCHAIR
Trustee or director, Officer
1$0$0
NATALIE PASCOEDIRECTOR
Trustee or director
1$0$0
MATT GOGELDIRECTOR
Trustee or director
1$0$0
MARK JOINEREX OFFICIO M
Trustee or director
–$0$0
990 for the year ended June 30, 2024: 9 people
NameTitleHours / weekCompensationOther / benefits
MONICA STAPLETONCEO
Officer
40$105,150$10,177
ROSHELLE OVERTONDIRECTOR
Trustee or director
1$0$0
R MIKE WILSONDIRECTOR
Trustee or director
1$0$0
JANET GARCIADIRECTOR
Trustee or director
1$0$0
JABEEN VAGHDIRECTOR
Trustee or director
1$0$0
KATIE THOMPSONDIRECTOR
Trustee or director
1$0$0
MARK JOINERCHAIR
Trustee or director, Officer
2$0$0
KIM WONGSECRETARY
Trustee or director, Officer
2$0$0
LILIA RUIZCHAIR-ELECT
Trustee or director, Officer
2$0$0
990 for the year ended June 30, 2023: 9 people
NameTitleHours / weekCompensationOther / benefits
MONICA STAPLETONCEO
Officer
40$104,653$5,443
ROSHELLE OVERTONDIRECTOR
Trustee or director
1$0$0
R MIKE WILSONDIRECTOR
Trustee or director
1$0$0
JANET GARCIADIRECTOR
Trustee or director
1$0$0
JABEEN VAGHDIRECTOR
Trustee or director
1$0$0
KATIE THOMPSONDIRECTOR
Trustee or director
1$0$0
MARK JOINERCHAIR
Trustee or director, Officer
2$0$0
KIM WONGSECRETARY
Trustee or director, Officer
2$0$0
LILIA RUIZTREASURER
Trustee or director, Officer
2$0$0

Address and contacts

Address (IRS master file)
3900 OSUNA RD NE STE 260, ALBUQUERQUE, NM 87109-4459
In care of
% DAVID RIVARD
Principal officer (990 for 2024)
MONICA STAPLETON, 3600 OSUNA RD NE STE 260, ALBUQUERQUE, NM 87109
Signed the 990
LILIA RUIZ, CHAIR
Phone
(505) 433-1350
Return prepared by
501(C)PA

Mission

OUR MISSION: TO HELP NONPROFITS ACCOMPLISH MORE THROUGH OUR TEAM- BASED, PROFESSIONAL FINANCIAL MANAGEMENT AND ADMINISTRATIVE SERVICES.

990 for the year ended June 30, 2025

Program accomplishments

  • 501(C)PA PROVIDED ACCOUNTING, PAYROLL, BUDGETING, GRANT REPORTING, AUDIT ASSISTANCE,AND CFO SERVICES TO OVER 50 NONPROFIT ORGANIZATIONS DURING THIS FISCAL YEAR. BY TAKING CARE OF THEIR STRATEGIC FINANCIAL MANAGEMENT AND COMPLIANCE DUTIES, 501(C)PA PROVIDES NONPROFITS WITH BETTER DECISION-SUPPORT INFORMATION, REDUCED EMPLOYEE STRESS, IMPROVED AUDIT RESULTS, AND MORE TIME TO FOCUS ON THEIR MISSIONS. INCREASED SOCIAL PRODUCTIVITY MEANS MORE SERVICES DELIVERED TO COMMUNITIES AND INCREASED ECONOMIC BENEFITS FOR THOSE COMMUNITIES AND FOR NEW MEXICO.
    Expenses $1,325,097 · revenue $1,269,015

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
45-2848527
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2012
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$784,054
Income (IRS master file)
$1,583,891

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$1,583,891$1,438,765$784,054XML
990June 2024$1,420,776$1,319,960$618,629XML
990June 2023$1,207,013$1,283,643$516,561XML
990June 2022–––IRS
990June 2021–––IRS
990June 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 45-2848527).

Questions about 501CPA

What is the EIN of 501CPA?
The employer identification number (EIN) of 501CPA is 45-2848527.
Is 501CPA tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
Are donations to 501CPA tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does 501CPA file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of 501CPA due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did 501CPA last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of 501CPA?
The 990 for the year ended June 30, 2025 names MONICA STAPLETON.
Who are the officers and directors of 501CPA?
The 990 for the year ended June 30, 2025 lists 9 people; 1 received compensation from the organization, the highest $120,865 (MONICA STAPLETON, CEO).
How much revenue does 501CPA have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,583,891, expenses of $1,438,765 and total assets of $784,054 at year end.

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