2024-06-13T14:30:59-05:00 2023-08-31 910189318 MOSS ADAMS LLP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2022-09-01 850431846 NATIONAL DANCE INSTITUTE NM INC NATI 5059837646 1140 ALTO STREET SANTA FE NM 87501 RUSSELL BAKER EXECUTIVE DIRECTOR 5059837646 2024-06-11 1 RUSSELL BAKER 999009999 1 STEVEN TALBOT P01695427 5058787200 2024-06-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z RUSSELL BAKER 1140 ALTO STREET SANTA FE NM 87501 15008557 0 X HTTP://WWW.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. 26 26 160 280 34265 521 5585769 2856409 1256548 2514842 1317914 1011900 -3409 -161409 8156822 6221742 208429 432732 0 0 4443164 5048110 0 0 895057 1799670 1934008 6451263 7414850 1705559 -1193108 52050315 52137965 491637 627572 51558678 51510393 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 1952242 424599 1007525 OUTREACH PROGRAM - SERVING 3,393 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 47 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. 626816 323491 RESIDENCY - SERVING 3,558 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. 1862427 8133 961172 ADVANCED TRAINING PROGRAMS - SERVING 718 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. 849650 222654 OTHER PROGRAMS - TRAIN THE TRAINER AND TEACHING EXCELLENCE EDUCATE INSTRUCTORS AND SCHOOL TEACHERS IN THE PROVEN EDUCATIONAL METHODOLOGY OF NDI-NM. SUMMER INSTITUTES ALLOW STUDENTS TO CONTINUE CLASSES IN THE NDI-NM METHODOLOGY IN A CAMP FORMAT DURING THE SUMMER. THE SNACK CURRICULUM FOCUSES ON HEALTH AND NUTRITION EDUCATION. HIP TO BE FIT IS A PROGRAM THAT FOCUSES ON THE HEALTH BENEFITS OF EXERCISE AND HEALTHY EATING. YOUNG CHILDREN'S AND BREAKING CLASSES ARE OFFERED BY OUR ADVANCED TRAINING STAFF TO LOCAL SCHOOLS TO EXPOSE YOUNG CHILDREN TO DANCE AND ENGAGE OLDER CHILDREN THROUGH BREAK DANCING. IN ADDITION, EVALUATION EXPENSES ARE INCLUDED. (469 STUDENTS SERVED THROUGH OTHER PROGRAMS) 849650 222654 5291135 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 90 0 1 160 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NM X X X CHARLES ROUNTREE 5055576032 1140 ALTO STREET SANTA FE NM 87501 PAUL CASSIDY CHAIRMAN 5.00 X X 0 0 0 KATE MOSS VICE-CHAIRMAN 3.00 X X 0 0 0 JOHN BERNDT TREASURER 3.00 X X 0 0 0 JULIA BOWDICH SECRETARY 2.00 X X 0 0 0 CATHERINE OPPENHEIMER FOUNDING ARTISTIC DIRECTOR 1.00 X X 0 0 0 VALERIE T DIKER DIRECTOR AND FOUNDING CHAIR 1.00 X 0 0 0 DEL ARCHULETA DIRECTOR 1.00 X 0 0 0 JAMAI BLIVIN 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 KELCY FLANAGAN DIRECTOR 1.00 X 0 0 0 DAVID FOSTER DIRECTOR 1.00 X 0 0 0 MARIA GALE DIRECTOR 1.00 X 0 0 0 ALEEM HASHAM DIRECTOR 1.00 X 0 0 0 PEGGY HUBBARD DIRECTOR 1.00 X 0 0 0 LEEAN KRAVITZ DIRECTOR 1.00 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 1.00 X 0 0 0 OCEAN MUNDS-DRY DIRECTOR 1.00 X 0 0 0 LESLIE NATHANSON JURIS 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 KATIE THOMPSON DIRECTOR (THRU APRIL 2023) 1.00 X 0 0 0 RUSSELL BAKER EXECUTIVE DIRECTOR 40.00 X 186737 0 17292 MARY GULLEDGE DIRECTOR OF ADVANCEMENT 40.00 X 136993 0 2768 ELIZABETH SALGANEK ARTISTIC DIRECTOR 40.00 X 120029 0 16074 MARIA FLORES DIRECTOR OF FINANCE & ADMIN 40.00 X 32673 0 660 476432 0 36794 3 0 1 0 0 34140 782850 25000 2014419 121810 2856409 SERVICE CONTRACTS 611600 1398132 1398132 TUITION AND FEES 611600 1016196 1016196 SALES - TICKETS/MERCHANDISE 711130 100514 100514 2514842 610561 610561 24454 10810 13644 13644 13644 8920863 8519524 401339 401339 401339 19301 782850 256481 -237180 -237180 PARTNERSHIP PASSTHROUGH INCOME 523000 22165 22165 ADVERTISING REVENUE 711120 14300 11500 2800 STAFFING REVENUE 711120 600 600 25062 25062 62127 6221742 2514842 34265 816226 432732 432732 619036 226425 159128 233483 3420289 2618914 367421 433954 59716 49307 7902 2507 643474 487320 97004 59150 305595 218300 36984 50311 2685 204 1698 783 44167 44167 16505 16505 57316 57316 358035 260066 93240 4729 94077 40352 5598 48127 87245 55369 18840 13036 133560 84762 28842 19956 941 597 203 141 232304 166290 58430 7584 234279 220295 11256 2728 784 187 592 5 352913 252625 88767 11521 64012 15248 48316 448 DIRECT PRODUCTION EXPEN 106364 85780 17227 3357 REPAIRS AND MAINTENANCE 85657 61316 21545 2796 RECRUITMENT & HIRING EX 21054 5015 15892 147 OTHER FEES AND CHARGES 14914 3553 11257 104 27196 6478 20528 190 7414850 5291135 1228658 895057 9431 9689 982006 1358550 1571957 708632 108791 65451 3949 46996 14473722 6464377 8290459 8009345 41017942 41872392 65780 66910 52050315 52137965 192926 357900 298711 269672 491637 627572 X 28810445 28907400 22748233 22602993 51558678 51510393 52050315 52137965 X -1193108 1166988 -22165 X 0 1 X 1 0 X 2875742 3841192 8807617 5585769 2856409 23966729 2875742 3841192 8807617 5585769 2856409 23966729 7431256 16535473 375692 132396 15257 14484 635015 1172844 36168 31087 59584 121478 28383 276700 25416273 8060324 0.65060 0.61860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16505 16505 6503781 6520286 476014 119004 0 0 395009 364105 402460 476014 1637588 2456382 16484 16426 16442 16505 65857 98752 91026 100615 119004 409397 614096 0 36000 X 0 40722756 2006861 1959879 40769738 42740454 2281172 -1742054 2447596 109220 40722756 30374650 5901290 7019991 493600 61877 42740454 27848182 726098 3232202 1431832 30374650 28495802 140180 551375 1283906 55269 27848182 0.47610 0.52390 1 0 12460240 4516879 7943361 1410551 1361198 49353 602931 586300 16631 8009345 PRIVATE EQUITY FUNDS 16408713 F REAL ESTATE FUNDS 3384219 F FIXED INCOME FUNDS 4943054 F DIVERSIFYING FUNDS 4190331 F CLOSED END FUNDS 12946075 F 41872392 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: 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, 2023 OR AUGUST 31, 2022. NDI NEW MEXICO FILES AN EXEMPT ORGANIZATION RETURN IN THE U.S. FEDERAL JURISDICTION AND WITH THE STATE OF NEW MEXICO. GALA 802151 782850 19301 2380 70165 104695 19398 59843 802151 782850 19301 2380 70165 104695 19398 59843 256481 -237180 1 SLIDING SCALE TUITION ASSISTANCE 1451 424599 FMV OF TUITION ADVANCED TRAINING SCHOLARSHIPS 5 8133 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 180737 0 6000 0 0 0 3619 0 13673 0 204029 0 0 0 PART I, LINE 7 THE EXECUTIVE DIRECTOR'S BONUS WAS APPROVED BY THE BOARD DUE TO THE OVERALL PERFORMANCE FOR THE FISCAL YEAR AND HIS MANAGEMENT OF THE OVERALL AGENCY AND HIS CREATIVE SOLUTIONS PROVIDED TO CONTINUE THE MISSION OF NDI. THE DIRECTOR OF ADVANCEMENT AND THE ARTISTIC DIRECTOR'S BONUSES WERE PROVIDED AS INCENTIVES FOR EXCELLENT PERFORMANCE FOR REACHING THEIR FUNDRAISING GOALS AND PROGRAMMATIC GOALS OVER A GIVEN TIME PERIOD. X 5640 FAIR MARKET VALUE X 3 107440 FAIR MARKET VALUE X 2 6120 FAIR MARKET VALUE X GIFTS 3 2610 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 2023. 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 2023. 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 XI, LINE 9: PARTNERSHIP PASSTHROUGH INCOME NOT REPORTED IN FINANCIAL STATEMENTS -22,165. 307 CAMINO ALIRE LLC 1140 ALTO STREET SANTA FE NM 87501 813972451 TO SUPPORT AND MAKE DISTRIBUTIONS TO NATIONAL DANCE INSTITUTE - NEW MEXICO NM -25437 636498 NATIONAL DANCE INSTITUTE - NEW MEXICO INC