2025-07-14T17:13:32-05:00 2024-08-31 390859910 BAKER TILLY ADVISORY GROUP LP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2023-09-01 850431846 NATIONAL DANCE INSTITUTE NM INC NATI 5059837646 1140 ALTO STREET SANTA FE NM 87501 RUSSELL BAKER EXECUTIVE DIRECTOR 5059837646 2025-07-11 1 1 STEVEN TALBOT P01695427 5058787200 2025-07-11 2023 2025-03-06 01:10:19Z RUSSELL BAKER 1140 ALTO STREET SANTA FE NM 87501 16686915 0 X NDI-NM.ORG X 1995 NM HELP CHILDREN DEVELOP DISCIPLINE, A STANDARD OF EXCELLENCE, AND A BELIEF IN THEMSELVES THAT WILL CARRY OVER INTO ALL ASPECTS OF THEIR LIVES. 27 27 163 295 24941 0 2856409 3805253 2514842 3468205 1011900 2040351 -161409 -259212 6221742 9054597 432732 230840 0 0 5048110 5487834 0 0 1010649 1934008 2739698 7414850 8458372 -1193108 596225 52137965 55713593 627572 769039 51510393 54944554 X NATIONAL DANCE INSTITUTE OF NEW MEXICO IS FOUNDED WITH THE KNOWLEDGE THAT THE ARTS HAVE A UNIQUE POWER TO ENGAGE AND MOTIVATE CHILDREN. THE PURPOSE OF OUR DISTINCTIVE PROGRAMS IS TO HELP CHILDREN DEVELOP DISCIPLINE, A STANDARD OF EXCELLENCE, AND A BELIEF IN THEMSELVES THAT WILL CARRY OVER INTO ALL ASPECTS OF THEIR LIVES. 0 0 2334963 230840 1469009 OUTREACH PROGRAM - SERVING 3,093 INDIVIDUALS - NDI-NM PARTNERS WITH PUBLIC SCHOOLS TO PROVIDE ENERGETIC, ENGAGING DANCE CLASSES TO STUDENTS DURING THE REGULAR SCHOOL DAY AS WELL AS THROUGH VIRTUAL OR PRE-RECORDED CLASSES AND FOR MORE ADVANCED STUDENTS AFTER SCHOOL OR ON WEEKENDS. PROGRAMS ARE EITHER 15 OR 30 WEEKS LONG. A CERTIFIED INSTRUCTOR AND A PROFESSIONAL PIANIST TEACH EACH CLASS. AT THE END OF THE PROGRAM, STUDENTS CELEBRATE THEIR SUCCESSES THROUGH HIGH-QUALITY THEATRICAL PERFORMANCES OR ASSEMBLIES. PROGRAMS ARE FREE OF CHARGE TO STUDENTS AND SCHOOLS PAY LESS THAN 10% OF THE COST. OFFERED TO 53 SCHOOLS IN SANTA FE, NORTHERN NEW MEXICO, AND ALBUQUERQUE, THIS PROGRAM BUILDS CHARACTER IN STUDENTS, TEACHING THEM TO WORK HARD, DO THEIR BEST, NOT GIVE UP AND BE HEALTHY. EVALUATIONS CONFIRM IMPROVEMENT IN STUDENT HEALTH, SCHOOL ATTENDANCE AND RETENTION. 702872 442202 RESIDENCY - SERVING 3,060 INDIVIDUALS. PROGRAM IMPLEMENTED IN ONE- TO THREE-WEEK SESSIONS AS WELL AS THROUGH VIRTUAL OR PRE-RECORDED PROGRAMMING IN 44 SCHOOLS IN RURAL COMMUNITIES, NATIVE AMERICAN PUEBLOS AND RESERVATIONS. NDI-NM PARTNERS WITH PUBLIC SCHOOLS TO PROVIDE ENERGETIC, ENGAGING DANCE CLASSES TO STUDENTS DURING THE REGULAR SCHOOL DAY. A CERTIFIED INSTRUCTOR AND A PROFESSIONAL PIANIST TEACH EACH CLASS. AT THE END OF THE PROGRAM, STUDENTS CELEBRATE THEIR SUCCESSES THROUGH HIGH-QUALITY THEATRICAL PERFORMANCES OR ASSEMBLIES. ALL PROGRAMS ARE FREE OF CHARGE TO STUDENTS. SCHOOLS PAY A SMALL FEE. FOUR RESIDENCY PROGRAMS INCLUDE AN ADVANCED TRAINING COMPONENT FOR STUDENTS WISHING TO ADVANCE THEIR SKILLS AND EXPERIENCE. 1957583 1231586 ADVANCED TRAINING PROGRAMS - SERVING 1,412 INDIVIDUALS. THESE PROGRAMS INCLUDE AFTER-SCHOOL AND SUMMER PROGRAMS IN WHICH CHILDREN ARE OFFERED THE CHANCE TO ATTEND TECHNIQUE DANCE, THEATER, AND VOICE CLASSES REGARDLESS OF THEIR ABILITY TO PAY. CLASSES ARE OFFERED IN BALLET, TAP, JAZZ, MODERN DANCE, HIP-HOP, VOICE AND ACTING. THEY ARE OPEN TO ALL CHILDREN IN THE COMMUNITY AND ARE OFFERED ON A SLIDING-SCALE TUITION BASIS. PROFESSIONAL EVALUATIONS SHOW THESE STUDENTS SCORE AN AVERAGE OF ONE LETTER GRADE HIGHER THAN THEIR PEERS ON MATH, READING AND SCIENCE EXAMS. 581623 325408 OTHER PROGRAMS - TRAIN THE TRAINER AND SNACK CURRICULUM ARE DELIVERED TO CLASSROOM TEACHERS THROUGH THE STATE TO SHARE OUR MATERIALS AND METHODOLOGY FOR INCORPORATING MOVEMENT, HEALTH, AND NUTRITION CONCEPTS INTO THE CLASSROOM. TEACHING EXCELLENCE WORKSHOPS EDUCATE INSTRUCTORS IN THE PROVEN EDUCATIONAL METHODOLOGY OF NDI-NM. OUR NEW EARLY CHILDHOOD OUTREACH PROGRAMS SERVE PRE-K AND KINDERGARTEN CLASSES WITH 4- TO 8-WEEK PROGRAMS, AS WELL AS WITH ADDITIONAL WORKSHOPS FOR PRE-K TEACHERS TO LEARN HOW TO INCORPORATE OUR EARLY CHILDHOOD CURRICULUM INTO THEIR CLASSROOMS. HIP TO BE FIT IS A PROGRAM THAT FOCUSES ONTHE HEALTH BENEFITS OF EXERCISE AND HEALTHY EATING AND IS WOVEN INTO THE EXPERIENCE OF OUR OUTREACH AND RESIDENCY CLASSES. IN ADDITION, EVALUATION EXPENSES ARE INCLUDED WITH EACH PROGRAM. (630 STUDENTS ARE SERVED THROUGH OTHER PROGRAMS) 581623 325408 5577041 1 1 0 1 0 0 0 1 0 1 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 1 89 0 1 163 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NM X X X THEODORE SUKEY 5055576048 1140 ALTO STREET SANTA FE NM 87501 KATE MOSS CHAIR 5.00 X X 0 0 0 OCEAN MUNDS-DRY VICE CHAIR 3.00 X X 0 0 0 JULIA BOWDICH SECRETARY 2.00 X X 0 0 0 JOHN BERNDT TREASURER 3.00 X X 0 0 0 CATHERINE OPPENHEIMER FOUNDING ARTISTIC DIRECTOR 1.00 X X 0 0 0 PAUL CASSIDY DIRECTOR AND FOUNDING CHAIR 1.00 X 0 0 0 VALERIE T DIKER DIRECTOR AND FOUNDING CHAIR 1.00 X 0 0 0 DEL ARCHULETA DIRECTOR 1.50 X 0 0 0 JAMAI BLIVIN DIRECTOR (THRU 5/20/24) 1.00 X 0 0 0 HILMA CHYNOWETH DIRECTOR 1.00 X 0 0 0 CAROL COCHRAN DIRECTOR 1.00 X 0 0 0 LINDA DIPAOLO LOVE DIRECTOR 1.00 X 0 0 0 DIANE DONIGER DIRECTOR 1.00 X 0 0 0 DIANE FISHER DIRECTOR 1.00 X 0 0 0 DAVID FOSTER DIRECTOR 1.00 X 0 0 0 ESTEVAN GONZALES DIRECTOR 1.00 X 0 0 0 ALEEM HASHAM DIRECTOR 1.00 X 0 0 0 PEGGY HUBBARD DIRECTOR 1.50 X 0 0 0 LEEAN KRAVITZ DIRECTOR 1.50 X 0 0 0 JESSE MARTINEZ DIRECTOR 1.00 X 0 0 0 BRIAN MCGRATH DIRECTOR 1.00 X 0 0 0 JOELLE MEVI DIRECTOR 1.00 X 0 0 0 MAYO MILLER KING DIRECTOR 1.50 X 0 0 0 LESLIE NATHANSON JURIS DIRECTOR 1.00 X 0 0 0 JAMES ORTIZ DIRECTOR 1.00 X 0 0 0 MICHAEL REID DIRECTOR 1.00 X 0 0 0 SANDY SELIGMAN DIRECTOR 1.00 X 0 0 0 DAVID VOGEL DIRECTOR 1.00 X 0 0 0 THEODORE SUKEY SR. FINANCE DIRECTOR (FROM 7/14/24) 40.00 X 0 0 0 RUSSELL BAKER EXECUTIVE DIRECTOR 40.00 X 197682 0 40296 ELIZABETH SALGANEK ARTISTIC DIRECTOR 40.00 X 130612 0 36796 MARY GULLEDGE DIR. OF ADVANCEMENT (THRU 8/19/24) 40.00 X 141669 0 29 JACKIE BURNS ASSOCIATE ARTISTIC DIRECTOR 40.00 X 102669 0 2667 CYNTHIA DELGADO GVMT AND CORP RELATIONS DIRECTOR 40.00 X 122619 0 40296 695251 0 120084 5 0 1 0 0 23540 1097748 264479 2419486 63814 3805253 SERVICE CONTRACTS 611600 2569387 2569387 TUITION AND FEES 611600 799756 799756 SALES - TICKETS/MERCHANDISE 711130 99062 99062 3468205 718183 718183 39770 13160 26610 26610 26610 8588303 7266135 1322168 1322168 11840 1310328 50100 1097748 353023 -302923 -302923 ADVERTISING REVENUE 711120 10000 6000 4000 PARTNERSHIP PASSTHROUGH INCOME 523000 7101 7101 17101 9054597 3468205 24941 1756198 X 230840 230840 256358 64089 98095 94174 3995521 3070750 416695 508076 112868 95407 6373 11088 791595 662538 48034 81023 331492 241989 46409 43094 3785 833 2536 416 77886 77886 53951 53951 907105 199563 607760 99782 88359 21206 67153 68238 29342 33437 5459 243022 131232 65616 46174 1013 547 274 192 253632 139498 106525 7609 249665 222202 19973 7490 21 9 10 2 359397 197668 150947 10782 87021 37419 42640 6962 DIRECT PRODUCTION EXPEN 150533 135480 4516 10537 REPAIRS AND MAINTENANCE 100991 55545 42416 3030 RECRUITMENT & HIRING EX 57186 24590 28021 4575 OTHER FEES AND CHARGES 11779 5065 5772 942 26114 11229 12796 2089 8458372 5577041 1870682 1010649 9689 8824 1358550 1829285 708632 641318 65451 14066 46996 85718 14545759 6823774 8009345 7721985 41872392 45344097 66910 68300 52137965 55713593 357900 468965 269672 300074 627572 769039 X 28907400 31261236 22602993 23683318 51510393 54944554 52137965 55713593 X 596225 2856877 -18941 X 0 1 X 1 0 X 3841192 8807617 5585769 2856409 3805253 24896240 3841192 8807617 5585769 2856409 3805253 24896240 7350218 17546022 132396 15257 14484 635015 757953 1555105 31087 59584 121478 28383 4000 244532 26695877 9639466 0.65730 0.65060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7447723 7447723 522386 130597 0 0 364105 402460 476014 522386 1764965 2647448 16426 16442 16505 49373 91026 100615 119004 130597 441242 661863 0 36000 X 0 40769738 1194098 4831437 2158671 44636602 40722756 2006861 1959879 40769738 42740454 2281172 -1742054 2447596 109220 40722756 30374650 5901290 7019991 493600 61877 42740454 27848182 726098 3232202 1431832 30374650 0.49470 0.50530 1 0 12460240 4838987 7621253 1482588 1395586 87002 602931 589201 13730 7721985 PRIVATE EQUITY FUNDS 17754861 F REAL ESTATE FUNDS 2998057 F FIXED INCOME FUNDS 7730154 F DIVERSIFYING FUNDS 4535928 F CLOSED END FUNDS 12325097 F 45344097 X PART III, LINE 4: THE ORGANIZATION SOMETIMES RECEIVES DONATIONS OF ART. THE ART IS DISPLAYED THROUGHOUT THE BUILDINGS TO PROVIDE INSPIRATION TO THE STUDENTS, STAFF, AND PUBLIC. PART V, LINE 4: THE ENDOWMENT IS USED FOR ANNUAL SUPPORT FOR OPERATIONS AND SCHOLARSHIPS. PART X, LINE 2: NDI NEW MEXICO IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) EXCEPT TO THE EXTENT OF UNRELATED BUSINESS TAXABLE INCOME AS DEFINED UNDER IRC SECTIONS 511 THROUGH 515. NDI NEW MEXICO HAD NO UNRECOGNIZED TAX BENEFITS WHICH WOULD REQUIRE AN ADJUSTMENT AS OF AUGUST 31, 2024 OR 2023. NDI NEW MEXICO FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE STATE OF NEW MEXICO. GALA 1147848 1097748 50100 7142 120925 115111 9897 99948 1147848 1097748 50100 7142 120925 115111 9897 99948 353023 -302923 1 SLIDING SCALE TUITION ASSISTANCE 639 216600 FMV OF TUITION ADVANCED TRAINING SCHOLARSHIPS 4 14240 FMV OF TUITION PART I, LINE 2: INDIVIDUALS ARE EVALUATED BASED ON NEED, AND AMOUNTS ARE RECORDED AND TRACKED THROUGH THE ACCOUNTING SYSTEM (FOR ADVANCED TRAINING SCHOLARSHIPS) OR THROUGH THE CLASS/STUDENT DATABASE. X X X X 0 0 0 0 0 0 0 1 0 RUSSELL BAKER EXECUTIVE DIRECTOR 197682 0 0 0 0 0 19000 0 21296 0 237978 0 0 0 ELIZABETH SALGANEK ARTISTIC DIRECTOR 127112 0 3500 0 0 0 15500 0 21296 0 167408 0 0 0 CYNTHIA DELGADO GVMT AND CORP RELATIONS DIRECTOR 117619 0 5000 0 0 0 19000 0 21296 0 162915 0 0 0 PART I, LINE 7 THE ARTISTIC DIRECTOR'S BONUSES WERE PROVIDED FOR EXCELLENT PERFORMANCES AND REACHING FUNDRASING AND PROGRAMMATIC GOALS OVER A GIVEN TIME PERIOD. X 3000 FAIR MARKET VALUE X 1 51000 FAIR MARKET VALUE X 1 7956 FAIR MARKET VALUE X ELECTRONIC KEYBOARD 1 1000 FAIR MARKET VALUE X WIRELESS SCANNING SYSTEM 1 588 FAIR MARKET VALUE X COMPUTER MONITOR 1 270 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION B, LINE 11B STAFF PREPARES SCHEDULES FOR THE AUDIT FIRM TO PREPARE THE FORM 990. AFTER THE 990 IS COMPLETED BY THE AUDIT FIRM, NDI NEW MEXICO SENIOR STAFF REVIEWS THE FORM. AFTER ANY ADJUSTMENTS ARE MADE, THE AUDIT AND FINANCE COMMITTEES THEN REVIEW THE FORM 990. AFTER ANY ADDITIONAL ADJUSTMENTS ARE MADE, THE BOARD OF DIRECTORS RECEIVES A PUBLIC DISCLOSURE COPY OF THE FORM AND IS PROVIDED THE OPPORTUNITY TO REVIEW AND/OR SUGGEST CHANGES. A MEETING OF THE BOARD IS HELD TO APPROVE THE 990. IF ADDITIONAL CHANGES ARE REQUESTED, THE FINANCE AND AUDIT COMMITTEES ARE AUTHORIZED TO CONDUCT A FINAL REVIEW TO ENSURE THAT THE DOCUMENT IS COMPLETE AND ACCURATE. ONLY AFTER THIS IS THE FORM FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD HAS A BOARD GOVERNANCE COMMITTEE. IN THE ABSENCE OF A CONFLICTS COMMITTEE, THE GOVERNANCE COMMITTEE ACTS AS A CONFLICTS COMMITTEE. MEMBERS ARE ASKED ANNUALLY TO DISCLOSE ANY CONFLICTS. THE GOVERNANCE COMMITTEE EVALUATES ANY CONFLICTS AND DETERMINES WHETHER THEY ARE MATERIAL. IF THE GOVERNANCE COMMITTEE CONCLUDES THAT A FINANCIAL INTEREST CONSTITUTES A MATERIAL CONFLICT OF INTEREST, THE BOARD OF DIRECTORS SHALL DETERMINE BY VOTE OF THE DISINTERESTED DIRECTORS IN ACCORDANCE WITH THE BY-LAWS WHETHER THE TRANSACTION, CONTRACT OR ARRANGEMENT IS IN NDI-NEW MEXICO'S (NDI-NM'S) BEST INTEREST AND FOR ITS OWN BENEFIT AND WHETHER IT IS FAIR AND REASONABLE TO NDI-NM (CONSIDERING KNOWN FACTORS, INCLUDING WHETHER OR NOT A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT IS REASONABLY POSSIBLE UNDER CIRCUMSTANCES NOT PRODUCING A CONFLICT OF INTEREST), AND SHALL MAKE ITS DECISION AS TO WHETHER TO ENTER INTO THE TRANSACTION, CONTRACT OR ARRANGEMENT IN CONFORMITY WITH SUCH DETERMINATION. THE INTERESTED DIRECTOR SHALL ABSTAIN FROM THE VOTE AND DELIBERATIONS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE DIRECTOR'S SALARY IS REVIEWED AND APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE OF THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE REVIEWS COMPARABLE DATA IN DETERMINING COMPENSATION AND SEEKS APPROVAL FROM THE BOARD OF DIRECTORS. THIS PROCESS IS DOCUMENTED AND WAS LAST DONE IN AUGUST 2024. THE EXECUTIVE DIRECTOR SETS SALARIES FOR OFFICERS AND KEY EMPLOYEES AS PART OF THE ANNUAL BUDGET PROCESS. COMPARABLE DATA FROM SIMILAR-SIZED ORGANIZATIONS IS USED TO HELP DETERMINE THESE SALARIES. THE BUDGET IS THEN REVIEWED BY THE FINANCE COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. THIS PROCESS IS DOCUMENTED AND WAS LAST DONE IN AUGUST 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST - TYPICALLY TO GRANT-MAKING AND GOVERNMENT FUNDING SOURCES. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 199,563. MANAGEMENT AND GENERAL EXPENSES 607,760. FUNDRAISING EXPENSES 99,782. TOTAL EXPENSES 907,105. FORM 990, PART XI, LINE 9: PARTNERSHIP PASSTHROUGH INCOME NOT REPORTED IN FINANCIAL STATEMENTS -18,941. 307 CAMINO ALIRE LLC 1140 ALTO STREET SANTA FE NM 87501 813972451 TO SUPPORT AND MAKE DISTRIBUTIONS TO NDI-NM INC. NM -16068 596980 NATIONAL DANCE INSTITUTE - NEW MEXICO INC