2023-11-07T16:50:19-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 6501 AMERICAS PARKWAY NE SUITE 500 ALBUQUERQUE NM 87110 990 2022-01-01 850390079 NEW MEXICO STATE BAR FOUNDATION NEWM 5057976000 5121 MASTHEAD RD NE ALBUQUERQUE NM 87109 RICHARD SPINELLO EXECUTIVE DIRECTOR 5057976000 2023-11-07 1 RICHARD SPINELLO 999009999 0 STEPHEN LIVINGSTON P00317845 5058428290 2023-11-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RICHARD SPINELLO 5121 MASTHEAD RD NE ALBUQUERQUE NM 87109 1535928 0 X WWW.SBNM.ORG X 1991 NM THE PURPOSES OF THE NEW MEXICO STATE BAR FOUNDATION ARE TO PROVIDE HIGH QUALITY, AFFORDABLE PROFESSIONAL TRAINING AND EDUCATION PROGRAMS AND SERVICES PRIMARILY TO THE NEW MEXICO LEGAL COMMUNITY (CENTER FOR LEGAL EDUCATION). ADDITIONALLY, THE NEW MEXICO STATE BAR FOUNDATION SPONSORS, PROMOTES, AND ASSISTS SOCIAL WELFARE PROJECTS AND PROGRAMS FOR THE BENEFIT AND WELL-BEING OF PERSONS IN THE STATE OF NEW MEXICO, INCLUDING PROJECTS AND PROGRAMS FOR THE PUBLIC. THE NEW MEXICO STATE BAR FOUNDATION PROGRAMS RELATE TO LEGAL SERVICES FOR NEEDY AND ELDERLY PERSONS (LEGAL RESOURCES FOR THE ELDERLY PROGRAM) AND OTHER REFERRAL SERVICES (GENERAL REFERRAL PROGRAM). THE NEW MEXICO STATE BAR FOUNDATION'S EDUCATIONAL SERVICES INCLUDE PRODUCING AND PROVIDING QUALITY CONTINUING LEGAL EDUCATION PROGRAMS IN VARIOUS FORMATS TO MEMBERS STATEWIDE (CENTER FOR LEGAL EDUCATION). 9 9 18 1000 0 0 433115 498052 893732 1008078 860 863 18502 24244 1346209 1531237 0 0 0 0 741989 837577 0 0 0 330521 566726 1072510 1404303 273699 126934 1272594 1051990 1043720 696182 228874 355808 X SEE SCHEDULE O 1 0 432896 LEGAL SERVICES TO THE PUBLIC - SEE SCHEDULE O. 594868 1026463 CENTER FOR LEGAL EDUCATION (CLE) - PROVIDES HIGH QUALITY, AFFORDABLE, PROFESSIONAL TRAINING AND EDUCATION PROGRAMS AND SERVICES TO THE NEW MEXICO LEGAL COMMUNITY. CLE OFFERS A FULL RANGE OF EDUCATIONAL SERVICES INCLUDING LIVE SEMINAR PROGRAMS, LIVE LEGAL EDUCATION TELECONFERENCES, AUDIO AND VIDEO RECORDINGS, PUBLICATIONS AND OTHER PROFESSIONAL SERVICES TO MEET SPECIAL TRAINING NEEDS. 33016 BAR CENTER/PROFESSIONAL DEVELOPMENT CENTER (PDC) - THE BAR CENTER OFFERS USE OF ROOMS AS A SERVICE TO MEMBERS OF THE STATE BAR AT A DISCOUNTED RATE. THE ROOMS ARE ALSO AVAILABLE TO RENT TO OUTSIDE GROUPS, CONTINUING LEGAL EDUCATION PROVIDERS, AND LAW-RELATED ENTITIES. 5584 PRO BONO COMMITTEES - THE FOUNDATION ADMINISTERS FUNDING PROVIDED BY ATTORNEY CONTRIBUTIONS FOR USE BY THE PRO BONO COMMITTEES OF THE INDIVIDUAL JUDICIAL DISTRICTS THROUGHOUT NEW MEXICO. SERVICES PROVIDED TO NEW MEXICO RESIDENTS INCLUDE QUALITY LEGAL SERVICES TO LOW-INCOME CLIENTS AND THOSE WHO LIVE IN RURAL AREAS OF THE STATE.THE MODEST MEANS HELPLINE (MMH) IS A CIVIL LEGAL TELEPHONE HELPLINE AND PRO BONO REFERRAL SERVICE FOR NEW MEXICO RESIDENTS OF MODEST MEANS. MMH'S STAFF ATTORNEYS PROVIDE LEGAL ADVICE OVER THE PHONE AND, IF APPROPRIATE, MAY REFER THE CASE TO PRO BONO ATTORNEYS FOR LEGAL ADVICE UP TO LIMITED OR FULL REPRESENTATION. 5584 1066364 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 1 15 0 1 18 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NM X X RICHARD SPINELLO 5057976000 5121 MASTHEAD ST NE ALBUQUERQUE NM 87109 AJA BROOKS BOARD MEMBER 1.00 X 0 0 0 HON CARL BUTKUS PRESIDENT 1.00 X X 0 0 0 STEFANIE DAVIS SECRETARY-TREASURER 1.00 X X 0 0 0 GERALD DIXON VICE PRESIDENT 1.00 X X 0 0 0 LUCY SINKULAR BOARD MEMBER 1.00 X 0 0 0 STEPHANIE WAGNER BOARD MEMBER 1.00 X 0 0 0 ALLISON BLOCK-CHAVEZ BOARD MEMBER 1.00 X 0 0 0 MITCHELL MENDER BOARD MEMBER 1.00 X 0 0 0 ELIZABETH TRAVIS BOARD MEMBER 1.00 X 0 0 0 RICHARD SPINELLO EXECUTIVE DIRECTOR 1.00 59.00 X 0 137269 15936 0 137269 15936 0 0 1 0 0 481851 16201 3234 498052 PROGRAM SEMINAR FEES 900099 936928 936928 ANNUAL MEETING 900099 71150 71150 1008078 863 863 2750 1860 890 890 7800 2831 4969 4969 MISC REVENUE 900099 18385 18385 18385 1531237 1026463 0 6722 X 748789 495952 252837 10372 10372 37240 37240 41176 41176 15575 15575 1448 1448 435 435 95419 69136 26283 27219 27219 8481 1992 6489 33016 33016 1724 1724 MEMBER SERVICES 343703 334453 9250 BANK FEES 19151 19073 78 FURNITURE AND EQUIPMENT 11271 11271 PUBLIC SERVICES 6602 6602 2682 2474 208 1404303 1066364 337939 0 617364 379102 28854 50965 27493 27834 1510945 916856 598883 594089 1272594 1051990 60777 76948 105105 877838 619234 1043720 696182 X 218886 344933 9988 10875 228874 355808 1272594 1051990 126934 0 X X 0 1 X 1 0 X 333936 346206 298942 433115 498052 1910251 333936 346206 298942 433115 498052 1910251 1910251 762 1654 1296 860 863 5435 170 2357 5859 8386 1924072 4954007 0.99280 0.99470 X SCHEDULE A, PART II, SECTION B, LINES 8, 9 AND 12: THE NET INCOME FROM THE ORGANIZATION'S FUNDRAISING AND GAMING ACTIVITIES ARE REPORTED ON LINE 9 IN ACCORDANCE WITH THE IRS SCHEDULE A INSTRUCTIONS EVEN THOUGH THESE ACTIVITIES ARE NOT CONSIDERED REGULARILY CARRIED ON PURSUANT TO IRC SECS. 512 AND 513. THE PRIOR YEARS LINE 9 AMOUNTS REPORTED HAVE ALSO BEEN RESTATED TO REPORT THE NET INCOME FROM THESE ACTIVITIES, IF ANY, AS REPORTED IN THE PART VIII STATEMENT OF REVENUES FOR THESE YEARS. THIS RESTATEMENT HAS NOT MATERIALLY CHANGED THE PUBLIC SUPPORT PERCENTAGE AS REPORTED ON LINE 14 OF SCHEDULE A. SINCE THESE ACTIVITIES ARE NOT REGULARILY CARRIED ON, THEY ARE NOT SUBJECT TO THE UNRELATED BUSINESS INCOME TAX. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 202110 202110 1062851 700467 362384 245984 216389 29595 594089 DUE TO NM SUPREME COURT 31916 CHILDREN LAW SECTION ART PROJECT 6341 INDIAN LAW SECTION SCHOLARSHIPS 5865 INTERCOMPANY PAYABLE 523990 DUE TO ATJ COMMISSION 43568 SARAH SINGLETON MEMORIAL FUND 7554 619234 X 1535928 0 1535928 -4691 -4691 1531237 1408994 0 1408994 -4691 -4691 1404303 PART X, LINE 2: THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -4,691. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES -4,691. 0 0 0 0 0 0 0 0 0 RICHARD SPINELLO EXECUTIVE DIRECTOR 0 137269 0 0 0 0 0 7368 0 8568 0 153205 0 0 PART I, LINE 3 STATE BAR OF NEW MEXICO, THE RELATED ORGANIZATION, CHECKS THE FOLLOWING BOXES: - COMNPENSATION COMMITTEE - WRITTEN EMPLOYMENT AGREEMENT - COMPENSATION SURVEY OR STUDY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE THE STATE BAR OF NM ALSO PROVIDED THE FOLLOWING EXPLANATION FOR 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 EXECUTIVE DIRECTORS AT STATE BAR ASSOCIATIONS OF A SIMILAR SIZE. RICHARD SPINELLO EXECUTIVE DIRECTOR 5859 RICHARD SPINELLO, EXECUTIVE DIRECTOR FOR THE NEW MEXICO STATE BAR FOUNDATION OWNS A FINANCIAL INTEREST IN TWO VENDORS, JUP ENTERPRISES D/B/A THE DAILY GRIND, AND CARUSOS, WHICH PROVIDE CATERING SERVICES FOR SOME OF THE CONTINUING LEGAL EDUCATION COURSES AND VARIOUS OTHER MEETINGS. 0 FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION TO PROVIDE HIGH QUALITY, AFFORDABLE, PROFESSIONAL TRAINING AND EDUCATION PROGRAMS AND SERVICES TO THE NEW MEXICO LEGAL COMMUNITY. ADDITIONALLY, THE ORGANIZATION SPONSORS, PROMOTES, AND ASSISTS SOCIAL WELFARE PROJECTS AND PROGRAMS FOR THE BENEFIT AND WELL-BEING OF PERSONS IN NEW MEXICO. FORM 990, PART III, LINE 2 THE MODEST MEANS HELPLINE (MMH) IS A CIVIL LEGAL TELEPHONE HELPLINE AND PRO BONO REFERRAL SERVICE FOR NEW MEXICO RESIDENTS OF MODEST MEANS. MMH'S STAFF ATTORNEYS PROVIDE LEGAL ADVICE OVER THE PHONE AND, IF APPROPRIATE, MAY REFER THE CASE TO PRO BONO ATTORNEYS FOR LEGAL ADVICE UP TO LIMITED OR FULL REPRESENTATION. FORM 990, PART III, LINE 4A LEGAL SERVICES TO THE PUBLIC - PROVIDES PROGRAMS, ACTIVITIES AND OPPORTUNITIES FOR BOTH MEMBERS OF THE BAR AND THE PUBLIC. PROGRAMS INCLUDE: - LEGAL RESOURCES FOR THE ELDERLY PROGRAM (LREP) - LREP IS A LEGAL SERVICES PROVIDER PROGRAM FOR THE ELDERLY. LREP ASSISTS INDIVIDUALS 55 YEARS OF AGE AND OLDER IN FINDING LEGAL REPRESENTATION FOR CIVIL LEGAL ISSUES BY REFERRING CASES TO VOLUNTEER ATTORNEYS THROUGHOUT NEW MEXICO. LREP PROVIDES PROGRAM PARTICIPANTS WITH LEGAL ADVICE AND INFORMATION AND CONDUCTS WORKSHOPS AND CLINICS TO PROVIDE LEGAL INFORMATION TO SENIOR CITIZENS. LREP IS FUNDED BY THE STATE OF NEW MEXICO AGING AND LONG-TERM SERVICES DEPARTMENT. THE FUNDS RECEIVED FROM AGENCIES AND PRIVATE FOUNDATIONS ARE RESTRICTED FOR USE BY LREP AND ARE SUBJECT TO POSSIBLE FUTURE CUTBACKS DUE TO CHANGE IN FUNDING PRIORITIES. FORM 990, PART III, LINE 2, SIGNIFICANT PROGRAM SERVICE CHANGES THE FOUNDATION ADDED THE FOLLOWING TO THE FOURTH PROGRAM SERVICE ACCOMPLISHMENT: THE MODEST MEANS HELPLINE (MMH) IS A CIVIL LEGAL TELEPHONE HELPLINE AND PRO BONO REFERRAL SERVICE FOR NEW MEXICO RESIDENTS OF MODEST MEANS. MMH'S STAFF ATTORNEYS PROVIDE LEGAL ADVICE OVER THE PHONE AND, IF APPROPRIATE, MAY REFER THE CASE TO PRO BONO ATTORNEYS FOR LEGAL ADVICE UP TO LIMITED OR FULL REPRESENTATION. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS COMPOSED OF THE OFFICERS OF THE NEW MEXICO STATE BAR FOUNDATION BOARD AND THE CURRENT PRESIDENT OF THE STATE BAR OF NEW MEXICO, WHO IS A NON-VOTING EX-OFFICIO MEMBER. THE EXECUTIVE COMMITTEE MAY BE AUTHORIZED TO PERFORM ALL OF THE DUTIES OF THE BOARD IN THE INTERIM BETWEEN SCHEDULED BOARD MEETINGS. FORM 990, PART VI, SECTION A, LINE 7A THE STATE BAR OF NEW MEXICO HAS THE RIGHT TO APPOINT ALL MEMBERS OF THE ENTITY'S GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 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, PART VI, SECTION B, LINE 12C THE FOUNDATION BOARD CONSISTS OF 5 MEMBERS THAT SERVE ON THE NM STATE BAR BOARD OF BAR COMMISSIONERS (BBC), THREE ACTIVE ATTORNEYS THAT ARE NOT BBC MEMBERS, AND ONE MEMBER OF THE PUBLIC WHO IS NOT AN ATTORNEY. ANY NEW FOUNDATION BOARD MEMBERS WILL LEARN ABOUT THE CONFLICT OF INTEREST POLICY DURING THEIR BOARD ORIENTATION. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR IS COMPENSATED BY THE STATE BAR OF NM, A RELATED TAX-EXEMPT ORGANIZATION. BELOW IS THE STATE BAR PROCEDURE FOR DETERMINING HIS COMPENSATION: 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 COMMISSIONERS' EXECUTIVE DIRECTOR REVIEW COMMITTEE. THE EXECUTIVE DIRECTOR DETERMINES COMPENSATION OF THE KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILIABLE 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, PART IX, LINE 24E DUES AND SUBSCRIPTIONS: PROGRAM SERVICE EXPENSES 1,430. MANAGEMENT AND GENERAL EXPENSES 180. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,610. POSTAGE AND DELIVERY: PROGRAM SERVICE EXPENSES 894. MANAGEMENT AND GENERAL EXPENSES 15. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 909. OUTREACH: PROGRAM SERVICE EXPENSES 150. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 150. TAXES AND FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 13. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13. FORM 990, PART XII, LINE 2C EXPLANATION THE FINANCE COMMITTEE AND THE EXECUTIVE DIRECTOR, IN CONJUNCTION 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. STATE BAR OF NEW MEXICO 5121 MASTHEAD RD NE ALBUQUERQUE NM 87109 850242641 AIDS THE COURTS OF NM IN ADMINISTRATION OF JUSTICE NM 501(C)(6) N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1 0 0 0 STATE BAR OF NEW MEXICO L 138234 STATE BAR OF NEW MEXICO N 100692 STATE BAR OF NEW MEXICO O 222210 STATE BAR OF NEW MEXICO P