2025-11-14T15:52:51-05:00 2024-12-31 843482539 SJT GROUP LLC 4811 HARDWARE DR NE SUITE E-4 ALBUQUERQUE NM 87109 990 2024-01-01 850390079 NEW MEXICO STATE BAR FOUNDATION NEWM 5057976000 5121 MASTHEAD RD NE ALBUQUERQUE NM 87109 RICHARD B SPINELLO EXECUTIVE DIRECTOR 5057976000 2025-11-13 false LONNIE JUAREZ P02021894 5053128702 2025-11-14 2024 2025-03-06 01:10:19Z RICHARD B SPINELLO 5121 MASTHEAD ST NE ALBUQUERQUE NM 87109 2047303 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 22 1000 0 795686 1127943 949890 898795 967 1282 24054 19283 1770597 2047303 0 0 1143513 1461131 0 0 420978 622693 1564491 2083824 206106 -36521 1190115 1162763 628201 496398 561914 666365 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 1380220 THE FOUNDATION PROVIDES LEGAL SERVICES TO THE ELDERLY THROUGH ITS LEGAL RESOURCES FOR THE ELDERLY PROGRAM (LREP). 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 IS FUNDED THROUGH A CONTRACT WITH THE STATE OF NEW MEXICO AGING AND LONG-TERM SERVICES DEPARTMENT. AS WITH MOST CONTRACTS AND GRANTS, FUNDING IS SUBJECT TO POSSIBLE FUTURE CUTBACKS. THE FOUNDATION ALSO OPERATES THE MODEST MEANS HELPLINE WHICH IS A CIVIL LEGAL TELEPHONE HELPLINE FOR NEW MEXICO RESIDENTS OF MODEST MEANS. THE HELPLINE WAS CREATED THROUGH THE EFFORTS OF THE ACCESS TO JUSTICE COMMISSION, THE STATE BAR OF NEW MEXICO, AND THE FOUNDATION, AND IS FUNDED THROUGH A CONTRACT WITH THE STATE OF NEW MEXICO ADMINISTRATIVE OFFICE OF THE COURTS. AS WITH MOST CONTRACTS AND GRANTS, FUNDING IS SUBJECT TO POSSIBLE FUTURE CUTBACKS. 491155 CLE IS A NEW MEXICO ACCREDITED CONTINUING LEGAL EDUCATION COURSE PROVIDER DEDICATED TO PROVIDING HIGH-QUALITY, AFFORDABLE, EDUCATIONAL PROGRAMS TO THE LEGAL COMMUNITY. CLE OFFERS A FULL RANGE OF EDUCATIONAL SERVICES, INCLUDING LIVE SEMINARS PROGRAMS, LIVE LEGAL EDUCATION TELECONFERENCES, AUDIO AND VIDEO RECORDINGS, PUBLICATIONS, AND OTHER PROFESSIONAL SERVICES TO MEET SPECIAL TRAINING NEEDS. 114212 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. 55160 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. 55160 2040747 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 8 0 true 22 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 HON CARL BUTKUS PAST PRESIDE 1.00 X X 0 0 0 GERALD DIXON PRESIDENT 1.00 X X 0 0 0 STEFANIE DAVIS PRESIDENT-EL 1.00 X X 0 0 0 ELIZABETH TRAVIS SECRETARY-TR 1.00 X 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 LUCY SINKULAR BOARD MEMBER 1.00 X 0 0 0 STEPHANIE WAGNER BOARD MEMBER 1.00 X 0 0 0 ROSENDA CHAVEZ-LARA BOARD MEMBER 1.00 X 0 0 0 RICHARD B SPINELLO EXECUTIVE DI 1.00 59.00 X 0 162583 21661 162583 21661 false true false 924987 202956 1127943 CONTINUING LEGAL EDUCATION 611430 893888 893888 JUDGES & LAWYERS ASSISTANCE 900099 4907 4907 898795 1282 1282 MISC REVENUE 19283 19283 19283 2047303 918078 1282 1267516 1267516 19682 19682 84424 84424 89509 89509 25182 25182 1626 1626 26471 22502 3969 147056 147056 113432 113432 8989 2863 6126 43582 43582 3174 3174 SVCS PROVIDED TO MEMBERS 180122 180122 FURNITURE AND EQUIPMENT 58448 58448 AWARD, HONOR, & RECOGN 7662 7662 SVCS PROVIDED TO PUBLIC 4016 4016 2933 2795 138 2083824 2040747 43077 0 489122 478943 19281 101006 119662 9407 10864 1380459 827165 571299 553294 1190115 1162763 108089 133701 520112 362697 628201 496398 X 545882 644171 16032 22194 561914 666365 1190115 1162763 X -36521 140972 X false true X true false X 298942 433115 498052 795686 1127943 3153738 298942 433115 498052 795686 1127943 3153738 3153738 1296 860 863 967 1282 5268 5859 6716 12575 3171581 1885306 0.99440 0.99140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 202110 202110 1023161 745508 277653 61474 16948 44526 93714 64709 29005 553294 INTERCOMPANY PAYABLE 247480 PASS THROUGH OBLIGATIONS 115217 362697 X 2188275 140972 140972 2047303 2047303 2083824 2083824 2083824 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 ORGANIZATION'S OPEN AUDIT PERIODS ARE FOR THE YEARS ENDING DECEMBER 31, 2021 AND AFTER. SCHEDULE D, PAGE 4, PART XI, LINE 4B FUNDRAISING EXPENSES 0 SCHEDULE D, PAGE 4, PART XII, LINE 4B FUNDRAISING EXPENSES 0 false false false false false false false false false RICHARD B SPINELLO EXECUTIVE DIRECTOR 146340 16243 21661 184244 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 24772 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 THE FOUNDATION PROVIDES LEGAL SERVICES TO THE ELDERLY THROUGH ITS LEGAL RESOURCES FOR THE ELDERLY PROGRAM (LREP). 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 IS FUNDED THROUGH A CONTRACT WITH THE STATE OF NEW MEXICO AGING AND LONG-TERM SERVICES DEPARTMENT. AS WITH MOST CONTRACTS AND GRANTS, FUNDING IS SUBJECT TO POSSIBLE FUTURE CUTBACKS. THE FOUNDATION ALSO OPERATES THE MODEST MEANS HELPLINE WHICH IS A CIVIL LEGAL TELEPHONE HELPLINE FOR NEW MEXICO RESIDENTS OF MODEST MEANS. THE HELPLINE WAS CREATED THROUGH THE EFFORTS OF THE ACCESS TO JUSTICE COMMISSION, THE STATE BAR OF NEW MEXICO, AND THE FOUNDATION, AND IS FUNDED THROUGH A CONTRACT WITH THE STATE OF NEW MEXICO ADMINISTRATIVE OFFICE OF THE COURTS. AS WITH MOST CONTRACTS AND GRANTS, FUNDING IS SUBJECT TO POSSIBLE FUTURE CUTBACKS. 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. 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 0 FUNDRAISING EXPENSES 0 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 188199 STATE BAR OF NEW MEXICO N 113854 STATE BAR OF NEW MEXICO O 236365