Nonprofit · EIN 85-0333197
NEW MEXICO SOCIETY OF ENROLLED AGENTS
Tax-exempt · ALBUQUERQUE, NM 87154
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2026 | 990 | $36,187 | $35,873 | $314 | $40,194 | $0 | $40,194 |
| February 28, 2025 | 990 | $23,173 | $27,724 | -$4,551 | $41,323 | $1,443 | $39,880 |
| February 29, 2024 | 990 | $46,376 | $45,735 | $641 | $44,476 | $45 | $44,431 |
Financial details: 990 for the year ended February 28, 2026
Revenue
- Contributions, gifts and grants
- $8,589
- Membership dues
- $6,670
- Program service revenue
- $27,598
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $35,534
- Management and general (functional)
- $339
Balance sheet and other
- Total assets, start of year
- $41,323
- Total assets, end of year
- $40,194
- Total liabilities, end of year
- $0
- Net assets, end of year
- $40,194
- Gross receipts
- $36,187
- Employees
- 0
- Volunteers
- 20
- 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 February 28, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KERI CARDONA | DIRECTOR AT LARGE Trustee or director | 10 | $0 |
| TERESE FRANCIS | TREASURER Officer | 10 | $0 |
| PETER WANCO | PAST PRESIDENT Officer | 10 | $0 |
| LAURENCE BERNHART | VICE PRESIDENT Officer | 10 | $0 |
| SANDRA S WEIDNER | PRESIDENT Officer | 20 | $0 |
| PAM FERGUSON | SECRETARY Officer | 15 | $0 |
990 for the year ended February 28, 2025: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KERI CARDONA | DIRECTOR AT LARGE Trustee or director | 10 | $0 |
| JOHN NIEMI | DIRECTOR AT LARGE Trustee or director | 10 | $0 |
| TERESE FRANCIS | TREASURER Officer | 10 | $0 |
| PETER WANCO | PAST PRESIDENT Officer | 10 | $0 |
| LYNN SHUPP | VICE PRESIDENT Officer | 10 | $0 |
| SANDRA S WEIDNER | PRESIDENT Officer | 20 | $0 |
| PAM FERGUSON | SECRETARY Officer | 15 | $0 |
990 for the year ended February 29, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN NEIMI | DIRECTOR AT LARGE Trustee or director | 10 | $0 |
| KERI CARDONA | DIRECTOR AT LARGE Trustee or director | 10 | $0 |
| ANDREW ROGERS | DIRECTOR AT LARGE Trustee or director | 10 | $0 |
| PAM FERGUSON | SECRETARY Officer | 15 | $0 |
| SANDRA S WEIDNER | PRESIDENT Officer | 20 | $0 |
| TERESE FRANCIS | TREASURER Officer | 10 | $0 |
| PETER WANCO | PAST PRESIDENT Officer | 10 | $0 |
| LYNN SHUPP | VICE PRESIDENT Officer | 10 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 20422, ALBUQUERQUE, NM 87154-0422
- In care of
- % SHELLEY BARKER
- Signed the 990
- SHELLEY BARKER, PAST PRESIDENT
- Return prepared by
- SS ENTERPRISES LLC
Mission
EDUCATION AND SUPPORT FOR ENROLLED AGENTS.
Program accomplishments
- CONDUCT SEMINARS, MEETINGS AND WORKSHOPS IN ORDER TO EDUCATE ATTENDEES AND ENHANCE THE ENROLLED AGENT DESIGNATION. ALL EVENTS ARE OPEN TO MEMBERS AND THE PUBLIC.Expenses $29,960
- PROVIDE PUBLICATIONS AND A WEBSITE FOR MEMBERS AND OTHERS IN ORDER TO PRESERVE AND ENHANCE THE ENROLLED AGENT DESIGNATION. FACILITATE ORDERING AND DISTRIBUTION OF QUICKFINDER PUBLICATIONS FOR MEMBERS AND OTHERS.Expenses $4,227
- OFFER AND PARTICIPATE IN COMMUNITY SERVICE EVENTS AND OTHER PROGRAMS TO SUPPORT THE MISSION OF RECOGNITION OF THE ENROLLED AGENT DESIGNATION.Expenses $1,347
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | 990 on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990 on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990 on file |
IRS record
- EIN
- 85-0333197
- Tax-exempt status
- 501(c)(6): Business league or chamber of commerce
- Exempt since
- 1989
- Accounting year ends
- February
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $40,194
- Income (IRS master file)
- $36,187
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | February 2026 | $36,187 | $35,873 | $40,194 | IRS |
| 990 | February 2025 | $23,173 | $27,724 | $41,323 | XML |
| 990 | February 2024 | $46,376 | $45,735 | $44,476 | XML |
| 990 | February 2023 | $37,064 | $35,408 | $52,562 | IRS |
| 990 | February 2022 | – | – | – | IRS |
| 990 | February 2021 | – | – | – | IRS |
| 990 | February 2020 | – | – | – | IRS |
| 990 | February 2019 | – | – | – | 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 85-0333197).
Questions about NEW MEXICO SOCIETY OF ENROLLED AGENTS
- What is the EIN of NEW MEXICO SOCIETY OF ENROLLED AGENTS?
- The employer identification number (EIN) of NEW MEXICO SOCIETY OF ENROLLED AGENTS is 85-0333197.
- Is NEW MEXICO SOCIETY OF ENROLLED AGENTS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(6) since 1989.
- Which annual return does NEW MEXICO SOCIETY OF ENROLLED AGENTS file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of NEW MEXICO SOCIETY OF ENROLLED AGENTS due?
- The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEW MEXICO SOCIETY OF ENROLLED AGENTS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended February 2026.
- Who are the officers and directors of NEW MEXICO SOCIETY OF ENROLLED AGENTS?
- The 990 for the year ended February 28, 2026 lists 6 people; 0 received compensation from the organization.
- How much revenue does NEW MEXICO SOCIETY OF ENROLLED AGENTS have?
- On its 990 for the year ended February 28, 2026 it reported revenue of $36,187, expenses of $35,873 and total assets of $40,194 at year end.
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