Nonprofit · EIN 85-0128634
HELENE WURLITZER FOUNDATION OF NEW MEXICO
Tax-exempt · TAOS, NM 87571
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990-PF | $172,383 | $246,541 | -$74,158 | $486,202 | $11,996 | $474,206 |
| March 31, 2024 | 990-PF | $105,008 | $255,454 | -$150,446 | $560,108 | $11,744 | $548,364 |
| March 31, 2023 | 990-PF | $242,226 | $233,846 | $8,380 | $685,150 | $31,567 | $653,583 |
Financial details: 990-PF for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $97,053
- Dividends
- $13,956
- Net gain from sales of assets
- $42,684
- Other income
- $18,690
Expenses
- Grants and similar amounts paid
- $4,300
- Compensation of officers, directors and key employees
- $69,309
- Salaries, compensation and benefits (total)
- $56,002
- Disbursements for charitable purposes
- $234,129
Balance sheet and other
- Total assets, start of year
- $560,108
- Total assets, end of year
- $486,202
- Total liabilities, end of year
- $11,996
- Net assets, end of year
- $474,206
- Fair market value of assets
- $3,557,978
- Qualifying distributions
- $234,129
- Net investment income
- $13,956
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NIC KNIGHT PO Box 1891, Taos, NM 87571 | Exec Director Highest-paid employee | 40 | $69,309 |
| Peggy Nelson PO Box 1891, Taos, NM 87571 | President | 2 | $0 |
| Harald Hahn PO Box 1891, Taos, NM 87571 | Secretary | 1 | $0 |
| Michael Knight PO Box 1891, Taos, NM 87571 | Treasurer | 2 | $0 |
| Joseph Caldwell PO Box 1891, Taos, NM 87571 | Vice president | 1 | $0 |
| Sylvia Rodriguez PO Box 1891, Taos, NM 87571 | Trustee | 1 | $0 |
| Patricia Michaels PO Box 1891, Taos, NM 87571 | Trustee | 1 | $0 |
990-PF for the year ended March 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Nic Knight PO Box 1891, Taos, NM 87571 | Exec Director Highest-paid employee | 40 | $68,917 |
| Peggy Nelson PO Box 1891, Taos, NM 87571 | President | 2 | $0 |
| William Ebie PO Box 1891, Taos, NM 87571 | Vice President | 1 | $0 |
| Harald Hahn PO Box 1891, Taos, NM 87571 | Secretary | 1 | $0 |
| Michael Knight PO Box 1891, Taos, NM 87571 | Treasurer | 2 | $0 |
| Joseph Caldwell PO Box 1891, Taos, NM 87571 | Trustee | 1 | $0 |
990-PF for the year ended March 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Peggy Nelson PO Box 1891, Taos, NM 87571 | President | 2 | $0 |
| William Ebie PO Box 1891, Taos, NM 87571 | Trustee | 1 | $0 |
| Harald Hahn PO Box 1891, Taos, NM 87571 | Secretary | 1 | $0 |
| Michael Knight PO Box 1891, Taos, NM 87571 | Treasurer | 2 | $0 |
| Joseph Caldwell PO Box 1891, Taos, NM 87571 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1891, TAOS, NM 87571-1891
- In care of
- % NIC KNIGHT
- Signed the 990-PF
- NIC KNIGHT, Executive Director
- Phone
- (575) 758-2413
- Website
- wurlitzerfoundation.org
- Return prepared by
- Respess and Respess PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 85-0128634
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation (exempt from paying excise taxes)
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 1958
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $486,202
- Income (IRS master file)
- $370,650
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2025 | $172,383 | $246,541 | $486,202 | XML |
| 990-PF | March 2024 | $105,008 | $255,454 | $560,108 | XML |
| 990-PF | March 2023 | $242,226 | $233,846 | $685,150 | XML |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 2020 | – | – | – | IRS |
| 990-PF | March 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 85-0128634).
Questions about HELENE WURLITZER FOUNDATION OF NEW MEXICO
- What is the EIN of HELENE WURLITZER FOUNDATION OF NEW MEXICO?
- The employer identification number (EIN) of HELENE WURLITZER FOUNDATION OF NEW MEXICO is 85-0128634.
- Is HELENE WURLITZER FOUNDATION OF NEW MEXICO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1958.
- Are donations to HELENE WURLITZER FOUNDATION OF NEW MEXICO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does HELENE WURLITZER FOUNDATION OF NEW MEXICO file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELENE WURLITZER FOUNDATION OF NEW MEXICO due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HELENE WURLITZER FOUNDATION OF NEW MEXICO last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2025.
- Who are the officers and directors of HELENE WURLITZER FOUNDATION OF NEW MEXICO?
- The 990-PF for the year ended March 31, 2025 lists 7 people; 1 received compensation from the organization, the highest $69,309 (NIC KNIGHT, Exec Director).
- How much revenue does HELENE WURLITZER FOUNDATION OF NEW MEXICO have?
- On its 990-PF for the year ended March 31, 2025 it reported revenue of $172,383, expenses of $246,541 and total assets of $486,202 at year end.
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