2024-10-24T14:21:58-04:00 2023-12-31 843482539 SJT GROUP LLC 4811 HARDWARE DR NE SUITE E-4 ALBUQUERQUE NM 87109 990 2023-01-01 850390079 NEW MEXICO STATE BAR FOUNDATION NEWM 5057976000 5121 MASTHEAD RD NE ALBUQUERQUE NM 87109 RICHARD B SPINELLO EXECUTIVE DIRECTOR 5057976000 2024-10-22 false LONNIE JUAREZ P02021894 5053128702 2024-10-24 2023 2024-10-15 13:58:12Z RICHARD B SPINELLO 5121 MASTHEAD ST NE ALBUQUERQUE NM 87109 1771581 false 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 (MODEST MEANS HELPLINE AND LEGAL RESOURCES FOR THE ELDERLY PROGRAM). THE NEW MEXICO STATE BAR FOUNDATION'S EDUCATIONAL SERVICES INCLUDE PRODUCING AND PROVIDING QUALITY CONTINUING LEGAL EDUCATION PROGRAMS IN VARIOUS FORMATS TO MEMBERS STATWIDE (CENTER FOR LEGAL EDUCATION). 9 9 24 1000 0 498052 795686 1008078 949890 863 967 24244 24054 1531237 1770597 0 0 837577 1143513 0 0 566726 420978 1404303 1564491 126934 206106 1051990 1190115 696182 628201 355808 561914 X 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. false false 749626 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 SERVICE 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 CHANGES IN FUNDING PRIORITIES. 451109 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. 38577 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. 7355 PRO BONO COMMITTEES- THE FOUNDATION ADMINSITERS 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. EXPENSES 7,355. INCLUDING GRANTS OF 0. REVENUE 0. 7355 1246667 true true false false false false false false false false true false false false true true false true false false false false false false false false false false false true false false false false false true false false false false false false false true false true false true 9 0 true 24 true false false false false false false false false false false false false X 9 9 false false false false false true false true true false false true true true true true true true false false NM X X RICHARD B SPINELLO 5057976000 5121 MASTHEAD ST NE ALBUQUERQUE NM 87109 RICHARD B SPINELLO EXECUTIVE DI 1.00 59.00 X 0 148772 18578 ALLISON BLOCK-CHAVEZ BOARD MEMBER 1.00 X 0 0 0 AJA BROOKS PAST PRESIDE 1.00 X X 0 0 0 HON CARL BUTKUS PRESIDENT 1.00 X X 0 0 0 STEFANIE DAVIS SECRETARY-TR 1.00 X X 0 0 0 GERALD DIXON VICE PRESIDE 1.00 X X 0 0 0 MITCHELL MENDER BOARD MEMBER 1.00 X 0 0 0 LUCY SINKULAR BOARD MEMBER 1.00 X 0 0 0 ELIZABETH TRAVIS BOARD MEMBER 1.00 X 0 0 0 STEPHANIE WAGNER BOARD MEMBER 1.00 X 0 0 0 148772 18578 false true false 723355 72331 795686 PUBLICATIONS 541800 834272 834272 JUDGES & LAWYERS ASSISTANCE 900099 115618 115618 949890 967 967 3500 202 3298 3298 4200 782 3418 3418 MISC REVENUE 17338 17338 17338 1770597 967228 7683 998294 765825 232469 13683 13395 288 57089 56043 1046 74447 74447 38231 38231 3241 2603 638 100875 70054 30821 18342 4232 14110 38577 38577 2188 2188 SVCS PROVIDED TO MEMBERS 190571 190571 BANK FEES 15188 15118 70 SVCS PROVIDED TO PUBLIC 7986 7986 FURNITURE AND EQUIPMENT 3271 3271 2508 2357 151 1564491 1246667 317824 0 379102 489122 50965 19281 101006 27834 9407 1354882 783583 594089 571299 1051990 1190115 76948 108089 619234 520112 696182 628201 X 344933 545882 10875 16032 355808 561914 1051990 1190115 X 206106 X X false true X true false X 346206 298942 433115 498052 795686 2372001 346206 298942 433115 498052 795686 2372001 2372001 1654 1296 860 863 967 5640 2357 5859 6716 14932 2392573 967228 0.99140 0.99470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 202110 202110 1023161 719273 303888 53020 11983 41037 76591 52327 24264 571299 INTERCOMPANY PAYABLE 433355 DUE TO ATJ COMMISSION 43421 DUE TO NM SUPREME COURT 20181 SARAH SINGLETON MEMORIAL FUND 11804 CHILDREN LAW SECTION ART PROJECT 6441 INDIAN LAW SECTION SCHOLARSHIP 4910 520112 X 1899864 128283 128283 1771581 -984 -984 1770597 1693758 128283 128283 1565475 -984 -984 1564491 SCHEDULE D, PAGE 3, PART X THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE IRC. AS SUCH, ITS NORMAL ACTIVITIES DO NOT RESULT IN ANY INCOME TAX LIABILITY. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). THE ORGANIZATION ADOPTED ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA AS THEY RELATE TO UNCERTAIN TAX POSITIONS. MANAGEMENT BELIEVES THAT THE ACTIVITIES OF THE ORGANIZATION ARE WITHIN THEIR TAX-EXEMPT PURPOSE AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS. THE ORGANIZATIONS OPEN AUDIT PERIODS ARE FOR THE YEARS ENDING DECEMBER 31, 2020 AND AFTER. SCHEDULE D, PAGE 4, PART XI, LINE 4B FUNDRAISING EXPENSES -984 SCHEDULE D, PAGE 4, PART XII, LINE 4B FUNDRAISING EXPENSES -984 false false false false false false false false false RICHARD B SPINELLO EXECUTIVE DIRECTOR 148772 7722 10856 167350 SCHEDULE J, PAGE 1, PART I, LINE 3 THE STATE BAR OF NEW MEXICO, THE RELATED ORGANIZATION, CHECKS THE FOLLOWING BOXES: - COMPENSATION COMMITTEE - WRITTEN EMPLOYMENT AGREEMENT - COMPENSATION SURVEY OR SURVEY - 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 EXEC DIRECTOR 15631 FOOD PURCHASES false SCHEDULE L, PART V RICHARD SPINELLO, EXECUTIVE DIRECTOR FOR THE NEW MEXICO STATE BAR FOUNDATION OWNS A FINANCIAL INTEREST IN TWO VENDORS, JUP D/B/A THE DAILY GRIND, AND CARUSOS, WHICH PROVIDE CATERING SERVICES FOR SOME OF THE CONTINUING LEGAL EDUCATION COURSES AND VARIOUS OTHER MEETINGS. FORM 990 - ORGANIZATION'S 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, PAGE 2, 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 SERVICE 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 CHANGES IN FUNDING PRIORITIES. FORM 990, PAGE 2, PART III, LINE 4D PRO BONO COMMITTEES- THE FOUNDATION ADMINSITERS 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. EXPENSES 7,355. INCLUDING GRANTS OF 0. REVENUE 0. FORM 990, PAGE 6, PART VI, 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, PAGE 6, PART VI, LINE 7A THE STATE BAR OF NEW MEXICO HAS THE RIGHT TO APPOINT ALL MEMBERS OF THE ENTITY'S GOVERNING BODY. FORM 990, PAGE 6, PART VI, 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, PAGE 6, PART VI, 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, PAGE 6, PART VI, 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 ASSOCIATION 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, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IT ALSO MAKES ITS AUDITED FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE. IT DOES NOT MAKE ITS CONFLICT OF INEREST POLICY AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9 FUNDRAISING EXPENSES 984 FUNDRAISING EXPENSES -984 FORM 990, PAGE 12, PART XII, LINE 2C 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-COURT NM 501C6 NA false false false false false false false false false false false false true false true true false false false false STATE BAR OF NEW MEXICO L 174438 STATE BAR OF NEW MEXICO N 113330 STATE BAR OF NEW MEXICO O 219491