Nonprofit · EIN 85-0331631
NEW MEXICO SOCIETY OF C P A S FDN FOR EDUCATION & RESEARCH
Tax-exempt · ALBUQUERQUE, NM 87107
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $815,817 | $524,768 | $291,049 | $2,279,421 | $766,485 | $1,512,936 |
| June 30, 2024 | 990 | $476,412 | $588,060 | -$111,648 | $2,373,477 | $1,150,534 | $1,222,943 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $418,408
- Program service revenue
- $322,075
- Investment income
- $3,950
- Net rental income
- $71,384
- Other revenue
- $71,384
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $148,184
- Salaries, compensation and benefits (total)
- $168,128
- Professional fundraising fees
- $0
- Accounting fees
- $12,759
- Occupancy
- $17,599
- Travel
- $323
- Depreciation
- $56,340
- Program services (functional)
- $396,388
- Management and general (functional)
- $128,380
Balance sheet and other
- Total assets, start of year
- $2,373,477
- Total assets, end of year
- $2,279,421
- Total liabilities, end of year
- $766,485
- Net assets, end of year
- $1,512,936
- Land, buildings and equipment
- $2,052,665
- Net assets without donor restrictions
- $1,512,936
- Gross unrelated business income
- $9,035
- Gross receipts
- $836,616
- Employees
- 0
- Volunteers
- 47
- Year formed
- 1985
- State of legal domicile
- NM
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| JEANETTE CONTRERAS | PRESIDENT Trustee or director, Officer | 40 | $0 | $103,305 |
| JENNIFER GABALDON | EXEC VICE PRES Officer | 40 | $0 | $73,440 |
| CORRINE ZAJAC-CLARKSON | CHAIRMAN OF THE BOARD Trustee or director, Officer | 5 | $0 | $0 |
| ELIJAH ESQUIVEL | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| STEPHANIE MELTON | IMM PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| TAMARA BEALL | CHAIR ELECT Trustee or director, Officer | 1 | $0 | $0 |
| MANDY FUNCHESS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| YASMEEN ABDELJALIL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TRACY ARMIJO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BEN BALKCOM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DARREN DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID DILLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSHUA EDWARDS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CAITLIN GUTIERREZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HOWIE HERBERT III | DIRECTOR Trustee or director | 1 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRANDYN JORDAN | DIRECTOR Trustee or director | 1 | $0 |
| LYNETTE SANDERS | DIRECTOR Trustee or director | 1 | $0 |
| DAVID LAFFERTY | DIRECTOR Trustee or director | 1 | $0 |
| RYAN LATIMER | DIRECTOR Trustee or director | 1 | $0 |
| JESSICA LOCKER | DIRECTOR Trustee or director | 1 | $0 |
| GWEN MANSFIELD-VOGT | DIRECTOR Trustee or director | 1 | $0 |
| JANET PACHECO-MORTON | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTOPHER SALCIDO | DIRECTOR Trustee or director | 1 | $0 |
| MISTY SCHUCK | DIRECTOR Trustee or director | 1 | $0 |
| VALERIE TORREZ | DIRECTOR Trustee or director | 1 | $0 |
| MARY ALICE WALKER-LYSAK | DIRECTOR Trustee or director | 1 | $0 |
| NICHOLAS WILLIAMS | DIRECTOR Trustee or director | 1 | $0 |
| EMILY WATESON | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 28 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| JEANETTE CONTRERAS | PRESIDENT Trustee or director, Officer | 40 | $0 | $99,318 |
| JENNIFER GABALDON | EXEC VICE PRES Officer | 40 | $0 | $71,307 |
| STEPAHNIE MELTON | CHAIRMAN OF THE BOARD Trustee or director, Officer | 5 | $0 | $0 |
| ELIJAH ESQUIVEL | TREASURER Trustee or director, Officer | 4 | $0 | $0 |
| LAURA BELTRAN-SCHMITZ | IMM PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| CORRINE ZAJAC-CLARKSON | CHAIR ELECT Trustee or director, Officer | 1 | $0 | $0 |
| MANDY FUNCHESS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| YASMEEN ABDELJALIL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TRACY ARMIJO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BEN BALKCOM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TAMARA BEALL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DARREN DAVIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID DILLER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSHUA EDWARDS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEPHANY FLORES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| HOWIE HERBERT III | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRANDYN JORDAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LYNETTE SANDERS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID LAFFERTY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RYAN LATIMER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JESSICA LOCKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GWEN MANSFIELD-VOGT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JANET PACHECO-MORTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER SALCIDO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MISTY SCHUCK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VALERIE TORREZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY ALICE WALKER-LYSAK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NICHOLAS WILLIAMS | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3400 MENAUL BLVD NE, ALBUQUERQUE, NM 87107-1818
- Principal officer (990 for 2024)
- JEANETTE CONTRERAS, 3400 MENAUL NE, ALBUQUERQUE, NM 87107
- Signed the 990
- JEANETTE CONTRERAS, PRESIDENT
- Phone
- (505) 246-1699
- Website
- www.nmscpa.org
- Return prepared by
- NUMBER CRUNCHERS K M GARRETT EA
Mission
THE ORGANIZATIONS PRIMARY EXEMPT PURPOSE IS TO PROVIDE QUALITY CONTINUING EDUCATION FOR MEMBERS OF THE PROFESSION.
Program accomplishments
- 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.Expenses $396,388 · revenue $384,424
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 85-0331631
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,279,421
- Income (IRS master file)
- $836,616
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $815,817 | $524,768 | $2,279,421 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $476,412 | $588,060 | $2,373,477 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $430,974 | $583,180 | $2,589,766 | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $461,352 | $567,429 | $2,500,448 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 85-0331631).
Questions about NEW MEXICO SOCIETY OF C P A S FDN FOR EDUCATION & RESEARCH
- What is the EIN of NEW MEXICO SOCIETY OF C P A S FDN FOR EDUCATION & RESEARCH?
- The employer identification number (EIN) of NEW MEXICO SOCIETY OF C P A S FDN FOR EDUCATION & RESEARCH is 85-0331631.
- Is NEW MEXICO SOCIETY OF C P A S FDN FOR EDUCATION & RESEARCH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to NEW MEXICO SOCIETY OF C P A S FDN FOR EDUCATION & RESEARCH tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NEW MEXICO SOCIETY OF C P A S FDN FOR EDUCATION & RESEARCH file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NEW MEXICO SOCIETY OF C P A S FDN FOR EDUCATION & RESEARCH due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEW MEXICO SOCIETY OF C P A S FDN FOR EDUCATION & RESEARCH last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of NEW MEXICO SOCIETY OF C P A S FDN FOR EDUCATION & RESEARCH?
- The 990 for the year ended June 30, 2025 names JEANETTE CONTRERAS.
- Who are the officers and directors of NEW MEXICO SOCIETY OF C P A S FDN FOR EDUCATION & RESEARCH?
- The 990 for the year ended June 30, 2025 lists 28 people; 0 received compensation from the organization.
- How much revenue does NEW MEXICO SOCIETY OF C P A S FDN FOR EDUCATION & RESEARCH have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $815,817, expenses of $524,768 and total assets of $2,279,421 at year end.
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