Civic Intelligence

Aztec Museum Association

990 • Fiscal year 2018 • EIN 23-7262250

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

125 N Main AveAztec, NM 87410-1923

(505) 334-9829

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2018 filings • NTEE A • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

50th percentile

0.04x

Higher debt load relative to revenue than 50% of similar nonprofits.

2018 filings • NTEE A • $500k-$1M nonprofits • Source year 2018

Net Margin

7th percentile

-42%

Higher net margin than 7% of similar nonprofits.

2018 filings • NTEE A • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • NTEE A • $500k-$1M nonprofits • Source year 2018

Asset Growth

19th percentile

-8.7%

Faster asset growth than 19% of similar nonprofits.

2018 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

12th percentile

-30%

Faster revenue growth than 12% of similar nonprofits.

2018 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$611,288

Down $58,329 (-8.7%) from 2017

Net Assets

Down

$609,542

Down $59,307 (-8.9%) from 2017

Liabilities

Up

$1,746

Up $978 (+127%) from 2017

Revenue

Down

$41,975

Down $17,740 (-30%) from 2017

Expenses

Up

$59,709

Up $18,247 (+44%) from 2017

Net Income

Down

-$17,734

Down $35,987 (-197%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0-$500KAssets 2010: $506,061Liabilities 2010: $1,361Net Assets 2010: $504,7002010Assets 2011: $500,694Liabilities 2011: $1,001Net Assets 2011: $499,6932011Assets 2012: $396,776Liabilities 2012: $645Net Assets 2012: $396,1312012Assets 2013: $469,016Liabilities 2013: $687Net Assets 2013: $468,3292013Assets 2014: $650,608Liabilities 2014: $815Net Assets 2014: $649,7932014Assets 2015: $610,903Liabilities 2015: $570Net Assets 2015: $610,3332015Assets 2016: $635,249Liabilities 2016: $747Net Assets 2016: $634,5022016Assets 2017: $669,617Liabilities 2017: $768Net Assets 2017: $668,8492017Assets 2018: $611,288Liabilities 2018: $1,746Net Assets 2018: $609,5422018Assets 2019: $665,993Liabilities 2019: $795Net Assets 2019: $665,1982019Assets 2020: $671,501Liabilities 2020: $6,361Net Assets 2020: $665,1402020Assets 2021: $753,822Liabilities 2021: -$3,238Net Assets 2021: $757,0602021Assets 2022: $792,453Liabilities 2022: $1,326Net Assets 2022: $791,1272022Assets 2023: $809,807Liabilities 2023: $7,805Net Assets 2023: $802,0022023Assets 2024: $847,060Liabilities 2024: $1,307Net Assets 2024: $845,7532024

Highlighted filing

2018

Assets$611,288
Liabilities$1,746
Net Assets$609,542

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KExpenses 2010: $67,6922010Expenses 2011: $77,3062011Expenses 2012: $56,8792012Revenue 2013: $11,986Expenses 2013: $43,030Net Income 2013: -$31,0442013Revenue 2014: $259,552Expenses 2014: $59,439Net Income 2014: $200,1132014Revenue 2015: $34,055Expenses 2015: $41,840Net Income 2015: -$7,7852015Revenue 2016: $24,802Expenses 2016: $34,837Net Income 2016: -$10,0352016Revenue 2017: $59,715Expenses 2017: $41,462Net Income 2017: $18,2532017Revenue 2018: $41,975Expenses 2018: $59,709Net Income 2018: -$17,7342018Revenue 2019: $54,012Expenses 2019: $50,689Net Income 2019: $3,3232019Revenue 2020: $34,102Expenses 2020: $24,832Net Income 2020: $9,2702020Revenue 2021: $59,077Expenses 2021: $28,381Net Income 2021: $30,6962021Revenue 2022: $85,233Expenses 2022: $47,538Net Income 2022: $37,6952022Revenue 2023: $72,565Expenses 2023: $72,168Net Income 2023: $3972023Revenue 2024: $97,449Expenses 2024: $80,492Net Income 2024: $16,9572024

Highlighted filing

2018

Revenue$41,975
Expenses$59,709
Net Income-$17,734
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$55,059
Mission and Program Overview

Mission

The preservation of local history, the holding and showing of artifacts and public records, and the encouragement of and cooperation with worthy endevors outside of the museum that are historic, economic, agricultural, oil & gas, or natural resource related.

Preserve and display museum items

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$397,166$338,247▼ $58,919
Land, Buildings, and Equipment, Net$262,591$260,565▼ $2,026
Cash and Non-Interest-Bearing Accounts$9,860$12,345▲ $2,485
Total Assets$669,617$611,288▼ $58,329
Other Assets Total$0$131▲ $131
Liabilities
Accounts Payable and Accrued Expenses$768$1,746▲ $978
Total Liabilities$768$1,746▲ $978
Net Assets / Fund Balance
Unrestricted Net Assets$382,607$305,461▼ $77,146
Temporarily Rstr Net Assets$286,242$304,081▲ $17,839
Total Net Assets Fund Balance$668,849$609,542▼ $59,307
Total Liabilities and Net Assets / Fund Balance$669,617$611,288▼ $58,329

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$260,565$18,368$278,933

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$286,242-▲ $17,839-$304,081
2017$286,242---$286,242
2016$286,242---$286,242
2015$286,242---$286,242
2014$286,242---$286,242
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dale AndersonPresident
Jack ScottVice President
Bryan HegartyDirector
Dana ReedDirector
Jacob ChavezDirector
John AustonDirector
Katrina BarberDirector
Larry HollandDirector
Sarah RubowDirector
Sue Ellen LoomisDirector
Angela WatkinsSecretary
Michelle LindsayTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$26,079
Program Service Revenue
$7,254
Investment Income
$3,437
Other Revenue
$5,205
All Other Contributions
$5,904
Change in Net Assets
$-17,734
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$31,097
Other Expenses$28,612
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$28,746--$28,746
Fees for Services Accounting-$7,275-$7,275
Occupancy$4,836--$4,836
Advertising$3,650--$3,650
Payroll Taxes$2,351--$2,351
Insurance$2,291--$2,291
Depreciation Depletion$2,026--$2,026
Office Expenses-$1,892-$1,892
Fees for Service Investment Mgmnt Fees-$774-$774
All Other Expenses$70--$70
Other Expenses$51--$51
Total Functional Expenses$49,768$9,941$0$59,709
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8B

There are no committees formed at the museum, the governing body makes all decisions on any actions taken.

Form 990, Part VI, Section B, Line 11B

A copy of the form 990 is presented to one of the directors to sign and review.

Form 990, Part VI, Section C, Line 19

Copies of form 990 are availabe on the museum's website for public viewing.

Filing and Contact Details

Filer

Filer Name
Aztec Museum Association
EIN
23-7262250
Phone
5053349829
Address
125 N MAIN AVE, AZTEC, NM 87410-1923

Signing Officer

Name
Jack Scott
Title
President
Phone
5053349829
Signed
2019-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jack Scott
Formed
1975
Legal Domicile
Nm
Voting Board Members
12
Independent Board Members
12
Employees
4
Volunteers
0

Preparer

Firm
R Shane Chance CPA Pc
Address
PO BOX 341, AZTEC, NM 87410-0341
Preparer
R Shane Chance
Phone
5053344375
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in temporary restricted assets 17,839.

Financial Statement Notes

PART III, LINE 4:

The organization maintains items considered to be works of art or of historical value, for public display and preservation consistent with museum activities and purposes.

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IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt032229
IRS990/PYOtherExpensesAmt024053
IRS990/PYOtherRevenueAmt04329
IRS990/PYProgramServiceRevenueAmt04184
IRS990/PYRevenuesLessExpensesAmt018253
IRS990/PYSalariesCompEmpBnftPaidAmt017409
IRS990/PYTotalExpensesAmt041462
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt059715
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-17734
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt07468
IRS990/RoyaltiesRevenueGrp/ExclusionAmt04991
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt04991
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt026079
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt018973
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt017363
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt030714
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0242810
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0335939
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08428
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt036003
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02447
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0-67
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt015870
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt062681
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt018925
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.84280
IRS990ScheduleA/PublicSupportPY170Pct00.87110
IRS990ScheduleA/PublicSupportTotal170Amt0335939
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt026079
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt018973
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt017363
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt030714
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0242810
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0335939
IRS990ScheduleA/TotalSupportAmt0398620
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CollectionUsedPreservationInd0X
IRS990ScheduleD/CollectionUsedPubExhibitionInd0X
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0286242
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0304081
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt017839
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0286242
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0286242
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0286242
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0286242
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0286242
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0286242
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0286242
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0286242
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0260565
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt018368
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0278933
IRS990ScheduleD/SolicitedAssetsSaleInd00
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MAINTAINS ITEMS CONSIDERED TO BE WORKS OF ART OR OF HISTORICAL VALUE, FOR PUBLIC DISPLAY AND PRESERVATION CONSISTENT WITH MUSEUM ACTIVITIES AND PURPOSES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART III, LINE 4:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0260565
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THERE ARE NO COMMITTEES FORMED AT THE MUSEUM, THE GOVERNING BODY MAKES ALL DECISIONS ON ANY ACTIONS TAKEN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE FORM 990 IS PRESENTED TO ONE OF THE DIRECTORS TO SIGN AND REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES OF FORM 990 ARE AVAILABE ON THE MUSEUM'S WEBSITE FOR PUBLIC VIEWING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CHANGE IN TEMPORARY RESTRICTED ASSETS 17,839.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NM
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0286242
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt0304081
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0669617
IRS990/TotalAssetsEOYAmt0611288
IRS990/TotalAssetsGrp/BOYAmt0669617
IRS990/TotalAssetsGrp/EOYAmt0611288
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt026079
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09941
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt049768
IRS990/TotalFunctionalExpensesGrp/TotalAmt059709
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0768
IRS990/TotalLiabilitiesEOYAmt01746
IRS990/TotalLiabilitiesGrp/BOYAmt0768
IRS990/TotalLiabilitiesGrp/EOYAmt01746
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0668849
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0609542
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt049768
IRS990/TotalProgramServiceRevenueAmt07254
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt08428
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07468
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt041975
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0669617
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0611288
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0382607
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0305461
IRS990/UponRequestInd0X

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.47$0.01$8.46$0.97$0.80$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.10$0.08$8.02$0.73$0.72$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.92$0.01$7.91$0.85$0.48$0.38
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.54$0.03$7.57$0.59$0.28$0.31
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.72$0.06$6.65$0.34$0.25$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.66$0.01$6.65$0.54$0.51$0.03
2018Detailed filing. Detailed filing data is available for this year.$6.11$0.02$6.10$0.42$0.60$0.18
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.70$0.01$6.69$0.60$0.41$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.35$0.01$6.35$0.25$0.35$0.10
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.11$0.01$6.10$0.34$0.42$0.08
2014Detailed filing. Detailed filing data is available for this year.$6.51$0.01$6.50$2.60$0.59$2.00
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.69$0.01$4.68$0.12$0.43$0.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.97$0.01$3.96$0.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.01$0.01$5.00$0.77
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.06$0.01$5.05$0.68