2024-11-15T16:28:08-08:00 2024-06-30 850474304 NUMBER CRUNCHERS K M GARRETT EA PO BOX 21974 ALBUQUERQUE NM 87154 990 2023-07-01 850165208 NEW MEXICO SOCIETY OF CPAS NEWM 5052461699 3400 MENAUL NE ALBUQUERQUE NM 871071818 JEANETTE CONTRERAS PRESIDENT 5052461699 2024-11-15 true true K M GARRETT EA P00010685 5052936595 2023 2024-10-15 13:58:12Z JEANETTE CONTRERAS 3400 MENAUL NE ALBUQUERQUE NM 87107 493310 false X www.nmscpa.org X 1930 NM THE ORGANIZATIONS PRIMARY PURPOSE IS TO ADVOCATE FOR MEMBERS AND THE PROFESSION THROUGH THE PROMOTION OF EXCELLENCE AND ETHICAL STANDARDS. 28 27 4 51 0 0 0 501725 491273 2037 0 501725 493310 0 0 291072 307964 0 0 163772 141022 454844 448986 46881 44324 681654 702269 249314 225605 432340 476664 THE ORGANIZATIONS PRIMARY PURPOSE IS TO ADVOCATE FOR MEMBERS AND THE PROFESSION THROUGH THE PROMOTION OF EXCELLENCE AND ETHICAL STANDARDS. false false 183184 255006 TO ADVANCE AND PROMOTE THE PROFESSION THROUGH SCHOLARSHIP, PUBLIC RELATIONS, AND SERVICES TO MEMBERS. TO SERVE AS A CLEARING HOUSE FOR INFORMATION PERTINENT TO MEMBERS AND THE COMMUNITY. 25456 25066 ANNUAL CONFERENCE, COMMITTEES, AND OTHER MEETINGS - EXPENSES ASSOCIATED WITH PROGRAMS AND ACCOMODATIONS FOR ANNUAL CONFERENCE AND COMMITTEE ACTIVITIES: PROVIDING OPPORTUNITIES FOR NETWORKING INFORMATION SHARING AND ADVOCACY, RECOGNIZING EXCELLENCE IN SERVICE TO THE PROFESSION AND THE COMMUNITY. MENTORING ACCOUNTING STUDENTS AND PROVIDING TRAINING AND NETWORKING OPPORTUNITIES. SUPPORTING NEW CPAS WITH A SWEARING IN CEREMONY AND RECEPTION. 20508 0 30991 MONITORING ACTIVITY AT THE STATE LEGISLATURE AND ADVOCATING FOR THE PROFESSION. COORDINATION WITH THE STATE BOARD OF ACCOUNTANCY AND THE STATE AUDITORS OFFICE TO SUPPORT THE PROFESSION. 229148 false false false true false false false false false true false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false true false false false true 0 0 true 4 true false false false false false false false false false false X 28 27 true false false false true true false true false false true true true true true true true true true false false X JEANETTE CONTRERAS 5052461699 3400 MENAUL NE ALBUQUERQUE NM 87107 JEANETTE CONTRERAS PRESIDENT 40.00 X X 99318 0 0 STEPHANIE MELTON CHAIRMAN OF THE BOARD 5.00 X X 0 0 0 LAURA BELTRAN-SCHMITZ IMM PAST CHAIR 1.00 X X 0 0 0 ELIJAH ESQUIVEL TREASURER 4.00 X X 0 0 0 JENNIFER GABALDON EXEC VICE PRES 45.00 X 71307 0 0 CORRINE ZAJAC CLARKSON CHAIR ELECT 1.00 X X 0 0 0 MANDY FUNCHESS DIRECTOR 1.00 X 0 0 0 YASMEEN ABDELJALIL DIRECTOR 1.00 X 0 0 0 TRACY ARMIJO DIRECTOR 1.00 X 0 0 0 BEN BALKCOM DIRECTOR 1.00 X 0 0 0 TAMARA BEALL DIRECTOR 1.00 X 0 0 0 DARREN DAVIS DIRECTOR 1.00 X 0 0 0 DAVID DILLER DIRECTOR 1.00 X 0 0 0 JOSHUA EDWARDS DIRECTOR 1.00 X 0 0 0 STEPHANY FLORES DIRECTOR 1.00 X 0 0 0 HOWIE HERBERT III DIRECTOR 1.00 X 0 0 0 BRANDYN JORDAN DIRECTOR 1.00 X 0 0 0 LYNETTE SANDERS DIRECTOR 1.00 X 0 0 0 DAVID LAFFERTY DIRECTOR 1.00 X 0 0 0 RYAN LATIMER DIRECTOR 1.00 X 0 0 0 JESSICA LOCKER DIRECTOR 1.00 X 0 0 0 GWEN MANSFIELD-VOGT DIRECTOR 1.00 X 0 0 0 JANET PACHECO MORTON DIRECTOR 1.00 X 0 0 0 CHRISTOPHER SALCIDO DIRECTOR 1.00 X 0 0 0 MISTY SCHUCK DIRECTOR 1.00 X 0 0 0 VALERIE TORREZ DIRECTOR 1.00 X 0 0 0 MARY ALICE WALKER-LYSAK DIRECTOR 1.00 X 0 0 0 NICHOLAS WILLIAMS DIRECTOR 1.00 X 0 0 0 170625 0 0 false false false DUES 541990 281735 0 0 ANNUAL CONFERENCE 561990 17916 0 0 OTHER MEETINGS/STUDENT PIPELINE 561900 7150 0 0 CONTRIBUTIONS/PROGRAM SUPPORT 561900 4262 0 0 OVERHEAD ALLOCATION FROM RELATED ENTITY 541990 180210 0 0 491273 2037 0 2037 493310 491273 0 2037 170625 0 0 0 100608 0 0 0 4465 0 0 0 11401 0 0 0 20865 0 0 0 19515 0 0 0 20508 0 0 0 328 0 0 0 3142 0 0 0 13388 0 0 0 21900 0 0 0 16143 0 0 0 26994 0 0 0 454 0 0 0 4390 0 0 0 5901 0 0 0 DUES AND SUBSCRIPTIONS 3020 0 0 0 CREDIT CARD ACCEPT FEE 3632 0 0 0 EQUIP RENT & MTC 1378 0 0 0 TAXES 329 0 0 0 448986 0 0 0 235958 204119 102037 7060 5394 202067 176849 15885 25218 422751 365501 681654 702269 33211 32494 216103 193111 249314 225605 X 432340 476664 432340 476664 681654 702269 44324 X X false false false false false false 281735 20508 20508 30991 0 0 0 202067 176849 25218 25218 ACCOUNTS RECEIVABLE FROM RELATED ORGANIZATION 365501 365501 Other THE TAXPAYER ELECTS TO MAKE THE SAFE HARBOR ELECTION UNDER REGULATION 1.263(a)-3(h)WITH RESPECT TO EQUIPMENT. Pt VI, Line 2 BOARD MEMBERS LAURA BELTRAN SCHMITZ AND JESSICA LOCKER ARE EMPLOYED BY THE SAME FIRM. Pt VI, Line 6 THE ORGANIZATION HAS DUES PAYING MEMBERS. Pt VI, Line 7a THE DUES PAYING MEMBERS OF THE ORGANIZATION ELECT THE BOARD MEMBERS AND OFFICERS. Pt VI, Line 8b NO COMMITTEES ARE EMPOWERED TO ACT ON BEHALF OF THE GOVERNING BODY. COMMITTEES REPORT TO THE GOVERNING BODY AND MAKE RECOMMENDATIONS BUT FINAL AUTHORITY RESTS ONLY WITH THE BOARD OF DIRECTORS. Pt VI, Line 10b CHAPTERS ARE REQUIRED TO ADOPT BYLAWS CONSISTENT WITH AND APPROVED BY THE ORGANIZATION. CHAPTERS ARE REQUIRED TO ANNUALLY REPORT THEIR FINANCIAL INFORMATION TO THE ORGANIZATION. CHAPTER REPRESENTATIVES SIT ON THE BOARD OF DIRECTORS AND REGULARLY REPORT THEIR ACTIVITIES TO THE ORGANIZATION. Pt VI, Line 11b THE 990 IS REVIEWED BY THE MEMBERS OF THE FINANCE COMMITTEE. COPIES OF THE 990 ARE PROVIDED TO THE BOARD MEMBERS PRIOR TO FILING. Pt VI, Line 12c ALL DIRECTORS ARE REQUIRED TO FILE AN ANNUAL REPORT DISCLOSING ANY POTENTIAL CONFLICTS OF INTEREST. STAFF MONITORS ACTIVITY DURING THE YEAR AND REMINDS THE BOARD WHEN A POTENTIAL CONFLICT MAY EXIST. BOARD MEMBERS LAURA BELTRAN-SCHMITZ AND JESSICA LOCKER ARE EMPLOYED BY THE SAME FIRM. Pt VI, Line 15a THE COMPENSATION OF THE PRESIDENT IS MARKET BASED UPON WHATEVER SOURCES THE EXECUTIVE COMMITTEE COULD IDENTIFY AS VALID. PERFORMANCE WAS REVIEWED AT LEAST TWICE DURING THE YEAR BY THE CHAIRMAN OF THE BOARD. THE PRESIDENT SETS THE SALARY FOR THE EXECUTIVE VICE PRESIDENT WITH THE ADVICE OF THE EXECUTIVE COMMITTEE. THE SALARY IS BASED ON MARKET EVALUATION AND THE BUDGET OF THE ORGANIZATION. Pt VI, Line 15b THE SALARIES OF REMAINING STAFF ARE DETERMINED BY THE PRESIDENT WITHIN THE PARAMETERS OF THE BUDGET WHICH IS APPROVED BY THE BOARD OF DIRECTORS. Pt VI, Line 19 THE 990S, THE GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE AVAILABLE AT THE OFFICE OF THE ORGANIZATION TO ANYONE WHO REQUESTS THEM. THE COPIES ARE PREPARED BY THE OFFICE MANAGER AS SOON AS THE INFORMATION IS REQUESTED. Pt XII, Line 2c THE FINANCE COMMITTEE MEETS MONTHLY TO REVIEW THE FINANCIAL STATEMENTS AND SUPPORTING DOCUMENTATION. THE COMMITTEE ADVISES ON THE PREPARATION OF THE BUDGET. THE COMMITTEE ALSO REVIEWS THE 990 AS WELL AS ANY POLICIES IMPACTING THE FINANCES OF THE ORGANIZATION. Other PART XII, LINE 2A THE ORGANIZATIONS FINANCIAL STATEMENTS ARE PREPARED BY AN INDEPENDENT CONTRACT BOOKKEEPER. NEW MEXICO SOCIETY OF CPAS FOUNDATION FOR EDUCATION & RESEARCH 3400 MENAUL NE ALBUQUERQUE NM 87107 850331631 CONTINUING PROFESSIONAL EDUCATION NM 501(c)(3) 509(a)0(2) NA true NMSCPA EDUCATIONAL FUND 3400 MENAUL NE ALBUQUERQUE NM 87107 856013871 SCHOLARSHIP GRANTING ORG NM 501(c)(3) 170(b)(1)(A)(vi) NA true false false false false false false false false false false true true true true true true true false false NM SOCIETY OF CPAS FOUNDATION FOR EDUCATION AND RESEARCH k 21900 FMV NM SOCIETY OF CPAS FOUNDATION FOR EDUCATION AND RESEARCH l n o 180210 COST NM SOCIETY OF CPAS EDUCATION FUNDS m n COST