2024-11-15T16:28:02-08:00 2024-06-30 850474304 NUMBER CRUNCHERS K M GARRETT EA PO BOX 21974 ALBUQUERQUE NM 87154 990 2023-07-01 850331631 NEW MEXICO SOCIETY OF CPAS FDN FOR EDUCATION & RESEARCH 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 499133 false X www.nmscpa.org X 1985 NM THE ORGANIZATIONS PRIMARY EXEMPT PURPOSE IS TO PROVIDE QUALITY CONTINUING EDUCATION FOR MEMBERS OF THE PROFESSION. 28 27 0 47 43834 5736 175 10 403296 407218 0 27503 69184 430974 476412 0 0 156887 165993 0 0 426293 422067 583180 588060 -152206 -111648 2589766 2373477 1255175 1150534 1334591 1222943 THE ORGANIZATIONS PRIMARY EXEMPT PURPOSE IS TO PROVIDE QUALITY CONTINUING EDUCATION FOR MEMBERS OF THE PROFESSION. false false 457023 0 401720 CONTINUING PROFESSIONAL EDUCATION - PROVIDE INSTRUCTORS, TEXTS, MEALS AND SUPPLIES. THIS IS NECESSARY TO PRESENT QUALITY EDUCATIONAL COURSES AND RESOURCES FOR CPAs. ALSO PROVIDE RESOURCES FOR SELF STUDY AND RESEARCH. COMMUNICATE REGULARLY WITH MEMBERS TO KEEP THEM APPRISED OF CURRENT NEWS IN THE INDUSTRY. 457023 true false false false false false false false 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 false false false false false true false false true false true 0 0 true 0 true true false false false false false false false false false false false false false false X 28 27 true false false false false false false true true false false true true true true true true false false false NM X X JENNIFER GABALDON 5052461699 3400 MENAUL NE ALBUQUERQUE NM 87107 JEANETTE CONTRERAS PRESIDENT 40.00 X X 0 99318 0 STEPAHNIE MELTON CHAIRMAN OF THE BOARD 5.00 X X 0 0 0 ELIJAH ESQUIVEL TREASURER 4.00 X X 0 0 0 LAURA BELTRAN-SCHMITZ IMM PAST CHAIR 1.00 X X 0 0 0 JENNIFER GABALDON EXEC VICE PRES 40.00 X 0 71307 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 0 170625 0 false false false 10 10 SEMINARS & CONF 611430 401720 0 0 JOURNAL/WEB SITE 541800 5498 0 5498 407218 91905 22721 69184 69184 25350 43834 476412 427070 43834 5498 146194 124265 21929 0 2407 2046 361 0 6145 5223 922 0 11247 9560 1687 0 11317 9619 1698 0 3189 2475 714 0 29925 25436 4489 0 24016 5211 18805 0 2907 2907 0 0 226801 226719 82 0 27659 6002 21657 0 55943 12140 43803 0 9146 3505 5641 0 REPAIRS/MTC 24870 5397 19473 0 CREDIT CARD ACCEPTANCE FEES 11851 10073 1778 0 SECURITY 5412 1174 4238 0 TAXES 7454 1618 5836 0 -18423 3653 -22076 0 588060 457023 131037 0 405401 256853 23170 2362 2314 6531 3137353 1029622 2158881 2107731 2589766 2373477 438620 429683 34674 6288 781881 714563 1255175 1150534 X 1334591 1222943 1334591 1222943 2589766 2373477 -111648 X X false true X true false X 0 0 200 231 26128 175 10 26744 536979 337727 426026 395800 401720 2098252 0 0 537179 337958 452154 395975 401730 2124996 0 0 0 0 0 2124996 23376 23287 18805 72323 91905 229696 23376 23287 18805 72323 91905 229696 549 2829 6799 1642 3912 15731 2370423 0.89650 0.93170 0.09690 0.06370 X 0 847000 847000 2050949 790218 1260731 239404 239404 0 2107731 Pt XI, Line 2d ON THE 990 RENTAL EXPENSES ARE REPORTED WITH THE RENTAL INCOME IN PART VIII THUS REDUCING INCOME REPORTED. Pt XII, Line 2d ON THE 990 REPORTED EXPENSES ARE REDUCED BY RENTAL EXPENSES REPORTED IN PART VIII WITH RENTAL INCOME. 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 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 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 SCMITZ AND JESSICA LOCKER ARE EMPLOYED BY THE SAME FIRM. Pt VI, Line 19 THE 990, GOVERNING DOCUMENTS AND 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. Pt VI, Line 15a THE ORGANIZATION HAS NO PAID EMPLOYEES. Other PART IX LINES 7, 9, 10. THE ORGANIZATION HAS NO EMPLOYEES. IT DOES, HOWEVER, REIMBURSE A RELATED ORGANIZATION FOR THE ACTUAL COST OF EMPLOYEES WHO PERFORM SERVICES ON BEHALF OF THE ORGANIZATION. NM SOCIETY OF CPAS 3400 MENAUL NE ALBUQUERQUE NM 87107 850165208 PROFESSIONAL MEMBERSHIP ORG. 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