2024-07-15T15:33:35-05:00 2023-08-31 721396621 CARR RIGGS & INGRAM LLC 807 CAMINO DE MONTE REY SANTA FE NM 87505 990 2022-09-01 850114142 NATIONAL EDUCATION ASSOCIATION OF NEW MEXICO INC NATI 5059821916 2007 BOTULPH ROAD SANTA FE NM 87505 MARY PARR-SANCHEZ PRESIDENT 5059821916 2024-07-12 1 MARY PARR-SANCHEZ 999009999 0 RHONDA G WILLIAMS P00527004 5059833387 2024-07-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARY PARR-SANCHEZ 2007 BOTULPH ROAD SANTA FE NM 87505 4870749 0 X HTTPS://NEA-NM.ORG X 1936 NM TO ELEVATE THE PROFESSION OF TEACHING AND TO IMPROVE SCHOOLS. 16 14 21 1086 0 0 0 0 3431281 4033019 146659 50159 100608 39198 3678548 4122376 0 0 0 0 2210325 2223728 0 0 0 1297498 1650816 3507823 3874544 170725 247832 5817263 5749586 1867763 1569835 3949500 4179751 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 5,686 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 38 0 1 21 1 0 0 0 0 0 0 0 0 X 16 14 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X LINDA MOODY 9546320653 2007 BOTULPH ROAD SANTA FE NM 87505 MARY PARR-SANCHEZ PRESIDENT 40.00 4.00 X X 126738 0 61142 BETHANY JARRELL VICE PRESIDENT 15.00 2.00 X X 4200 0 0 MARY DANIEL-MONTOYA BOARD MEMBER 4.00 1.00 X 0 0 0 SHANNON FACKA 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 DIRECTOR-NW REGION 4.00 1.00 X 0 0 0 DELPHINA PONCE BOARD MEMBER 4.00 1.00 X 0 0 0 CAROLYN SERAFIN-ABEYTA BOARD MEMBER 4.00 1.00 X 0 0 0 DENISE SHEEHAN BOARD MEMBER 4.00 1.00 X 0 0 0 JENNIFER TRUJILLO BOARD MEMBER 4.00 1.00 X 0 0 0 CAROL TEWELEIT BOARD MEMBER 4.00 1.00 X 0 0 0 TAMMIE YAZZIE BOARD MEMBER 4.00 1.00 X 0 0 0 LORETTA ORTEGA EXECUTIVE DIRECTOR (FROM 11/12/22) 40.00 1.00 X 16304 0 764 EDITH BRYCELEA DEPUTY EXECUTIVE DIRECTOR 40.00 4.00 X 90938 0 52213 ANDREW MONTOYA DIR/CTR FOR COM SCHS (FROM 9/15/22) 40.00 0.00 X 24719 0 6903 262899 0 121022 1 0 1 0 0 MEMBER DUES & ASSESSME 611710 2110656 2110656 NEA GRANTS & REIMBURSE 611710 1922363 1922363 4033019 48488 48488 26297 0 26297 26297 26297 750044 748373 1671 1671 1671 OTHER INCOME 611710 12901 12901 12901 4122376 4047591 0 74785 X 613454 877599 13658 622603 96414 115294 24366 14214 412608 68121 57472 41999 170259 192893 67098 2939 82388 TRAINING 369275 MEMBERSHIP PROMOTIONS 29420 MISCELLANEOUS EXPENSE 2470 3874544 622768 1279493 2143240 1343668 66675 2107 46950 68755 3390033 1671322 1665866 1718711 1255557 1313152 16207 23700 5817263 5749586 265806 316420 1431552 1014990 170405 238425 1867763 1569835 X 3949500 4179751 3949500 4179751 5817263 5749586 247832 -17581 0 X 0 1 X 1 0 1791 NEA-NEW MEXICO ADVOCACY FUND FOR PUBLIC EDUCATION 2007 BOTULPH ROAD SANTA FE NM 87505 1791 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 $516 WERE MADE FOR THE FISCAL YEARS ENDED AUGUST 31, 2023 AND 2022, RESPECTIVELY. THE BALANCES OF $9,397 AND $11,188, 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, 2023 AND 2022, 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. 3130961 1463232 1667729 208090 208090 0 50982 50982 1718711 LIABILITIES FOR COMPENSATED ABSENCES 187176 LEASE LIABILITY 51249 238425 X 4104795 -17581 -17581 4122376 0 4122376 3874544 0 3874544 0 3874544 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 2023 OR 2022. 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, 2023 AND 2022, 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 126738 0 0 0 0 0 30968 0 30174 0 187880 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 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 412,608. NEA-NEW MEXICO EDUCATION PAC 2007 BOTULPH RD SANTA FE NM 87505 860999603 SUPPORT CANDIDATES FOR PUBLIC OFFICE NM 527 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