Civic Intelligence

New Mexico Association of Educational Retirees Incorporated

990EZ • Fiscal year 2017 • EIN 51-0217377

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 14, 2018

3900 Juan Tabo NE Suite 7Albuquerque, NM 87111

(505) 275-6427

Siviq Scores

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

Liabilities / Assets

69th percentile

0.03x

Higher debt load relative to assets than 69% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

69th percentile

0.03x

Higher debt load relative to revenue than 69% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Net Margin

61st percentile

8.0%

Higher net margin than 61% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

95th percentile

$34,898

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 19.7% of source-year revenue.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

51st percentile

0.0%

Faster revenue growth than 51% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$171,741

Up $16,482 (+11%) from 2016

Net Assets

Up

$166,433

Up $15,550 (+10%) from 2016

Liabilities

Up

$5,308

Up $932 (+21%) from 2016

Revenue

Up

$177,522

Up $15 (+0.0%) from 2016

Expenses

Down

$163,310

Down $2,269 (-1.4%) from 2016

Net Income

Up

$14,212

Up $2,284 (+19%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $102,234Liabilities 2010: $4,425Net Assets 2010: $97,8092010Assets 2011: $110,193Liabilities 2011: $6,500Net Assets 2011: $103,6932011Assets 2012: $126,356Liabilities 2012: $5,825Net Assets 2012: $120,5312012Assets 2013: $131,770Liabilities 2013: $7,045Net Assets 2013: $124,7252013Assets 2014: $131,095Liabilities 2014: $4,887Net Assets 2014: $126,2082014Assets 2015: $142,529Liabilities 2015: $3,995Net Assets 2015: $138,5342015Assets 2016: $155,259Liabilities 2016: $4,376Net Assets 2016: $150,8832016Assets 2017: $171,741Liabilities 2017: $5,308Net Assets 2017: $166,4332017Assets 2018: $183,971Liabilities 2018: $1,705Net Assets 2018: $182,2662018Assets 2019: $200,065Liabilities 2019: $8,591Net Assets 2019: $191,4742019Assets 2020: $242,545Liabilities 2020: $3,483Net Assets 2020: $239,0622020Assets 2021: $279,342Net Assets 2021: $279,3422021Assets 2022: $298,412Liabilities 2022: $7,693Net Assets 2022: $290,7192022Assets 2023: $309,959Liabilities 2023: $15,5742023

Highlighted filing

2017

Assets$171,741
Liabilities$5,308
Net Assets$166,433

Operations Trend

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

$200K$150K$100K$50K$0Revenue 2010: $158,144Expenses 2010: $157,628Net Income 2010: $5162010Revenue 2011: $156,449Expenses 2011: $150,566Net Income 2011: $5,8832011Revenue 2012: $173,390Expenses 2012: $156,551Net Income 2012: $16,8392012Revenue 2013: $164,402Expenses 2013: $160,208Net Income 2013: $4,1942013Revenue 2014: $157,113Expenses 2014: $156,421Net Income 2014: $6922014Revenue 2015: $181,578Expenses 2015: $168,060Net Income 2015: $13,5182015Revenue 2016: $177,507Expenses 2016: $165,579Net Income 2016: $11,9282016Revenue 2017: $177,522Expenses 2017: $163,310Net Income 2017: $14,2122017Revenue 2018: $174,520Expenses 2018: $158,687Net Income 2018: $15,8332018Revenue 2019: $170,013Expenses 2019: $162,284Net Income 2019: $7,7292019Revenue 2020: $178,235Expenses 2020: $130,647Net Income 2020: $47,5882020Revenue 2021: $168,614Expenses 2021: $128,334Net Income 2021: $40,2802021Revenue 2022: $156,628Expenses 2022: $142,346Net Income 2022: $14,2822022Revenue 2023: $170,001Expenses 2023: $165,093Net Income 2023: $4,9082023

Highlighted filing

2017

Revenue$177,522
Expenses$163,310
Net Income$14,212
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 14, 2018
Return Version
2017v2.3
Gross Receipts
$177,522
Mission and Program Overview

Mission

The Organization is dedicated to promoting successful retirement from education employment, influencing the legislative process as it affects issues relating to retirees, especially educational retirees.

The organization provides advocacy for improved retirement benefits for all educational retirees and protecting the integrity of new mexico's educational retirement act funds and their management.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION IS DEDICATED TO PROMOTING SUCCESSFUL RETIREMENT FROM EDUCATION EMPLOYMENT, INFLUENCING THE LEGISLATIVE PROCESS AS IT AFFECTS ISSUES RELATING TO RETIREES, ESPECIALLY EDUCATIONAL RETIREES.$4,056$139,421
NEW MEXICO ASSOCIATION OF EDUCATIONAL RETIREES IS AN INCLUSIVE ORGANIZATION, WHICH PROMOTES THE PROFESSIONAL, ECONOMIC, INTELLECTUAL, SOCIAL, AND PHYSICAL WELL BEING OF ITS MEMBERS. THE ORGANIZATION ENCOURAGES VOLUNTEER OPPORTUNITIES IN THE COMMUNITY AND PROVIDES ADVOCACY FOR IMPROVED BENEFITS FOR ALL EDUCATIONAL RETIREES.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
H RUSSELL GOFFExecutive DiPT$34,898-$34,898
JANICE SELLSTreasurerPT$12,240-$12,240
DR ANNETTE JOHNSONPresident-$0--
JENNIE DIGREGORIOPast Preside-$0--
VICKI SMITH1st Vice Pre-$0--
MICHAEL TORREZ2nd Vice Pre-$0--
PAULINE RINDONE3rd Vice Pre-$0--
JOE MONTANONmrhca ReprePT$0--
ROGER GREERAt-Large Rep-$0--
DR THOMAS SALAZARSreal-Aarp R-$0--
RICHARD SCHRIVERAt-Large Rep-$0--
GAIL WILEYAt-Large Rep-$0--
Filing and Contact Details

Filer

Filer Name
New Mexico Association of
EIN
51-0217377
Phone
5052756427
Address
3900 JUAN TABO NE SUITE 7, ALBUQUERQUE, NM 87111

Signing Officer

Name
H Russell Goff
Title
Executive Director
Phone
5052756427
Signed
2018-06-14
Discuss with paid preparer
Yes

Preparer

Firm
Schlenker & Cantwell Pa
Address
8401 CONSTITUTION AVE NE STE 100, ALBUQUERQUE, NM 87110
Preparer
Kenyon R Schlenker
Phone
5052753915
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office expense 4,426 information technology 3,043 travel 3,222 committees 18,905 conferences, conventions & tr 9,007 insurance 948 association dues 250 newsletter 10,019 recruiting members 3,927 other expenses 685 total 54,432

Form 990-ez, Part I, Line 20

Net unrealized gain (loss) 1,338

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 775 775 total 775 775

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 810 deferred revenue 3,035 3,013 payroll liability 1,341 1,485

Form 990-ez, Part III

The organization provides advocacy for improved retirement benefits for all educational retirees and protecting the integrity of new mexico's educational retirement act funds and their management.

Form 990-ez, Part III, Line 31

New mexico association of educational retirees is an inclusive organization, which promotes the professional, economic, intellectual, social, and physical well being of its members. The organization encourages volunteer opportunities in the community and provides advocacy for improved benefits for all educational retirees.

Raw XML Appendix157 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE EXPENSE 4,426 INFORMATION TECHNOLOGY 3,043 TRAVEL 3,222 COMMITTEES 18,905 CONFERENCES, CONVENTIONS & TR 9,007 INSURANCE 948 ASSOCIATION DUES 250 NEWSLETTER 10,019 RECRUITING MEMBERS 3,927 OTHER EXPENSES 685 TOTAL 54,432
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NET UNREALIZED GAIN (LOSS) 1,338
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 775 775 TOTAL 775 775
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 810 DEFERRED REVENUE 3,035 3,013 PAYROLL LIABILITY 1,341 1,485
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION PROVIDES ADVOCACY FOR IMPROVED RETIREMENT BENEFITS FOR ALL EDUCATIONAL RETIREES AND PROTECTING THE INTEGRITY OF NEW MEXICO'S EDUCATIONAL RETIREMENT ACT FUNDS AND THEIR MANAGEMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NEW MEXICO ASSOCIATION OF EDUCATIONAL RETIREES IS AN INCLUSIVE ORGANIZATION, WHICH PROMOTES THE PROFESSIONAL, ECONOMIC, INTELLECTUAL, SOCIAL, AND PHYSICAL WELL BEING OF ITS MEMBERS. THE ORGANIZATION ENCOURAGES VOLUNTEER OPPORTUNITIES IN THE COMMUNITY AND PROVIDES ADVOCACY FOR IMPROVED BENEFITS FOR ALL EDUCATIONAL RETIREES.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 31
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$3.10$0.16$1.70$1.65$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.98$0.08$2.91$1.57$1.42$0.14
2021Detailed filing. Detailed filing data is available for this year.$2.79$2.79$1.69$1.28$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$0.03$2.39$1.78$1.31$0.48
2019Detailed filing. Detailed filing data is available for this year.$2.00$0.09$1.91$1.70$1.62$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.84$0.02$1.82$1.75$1.59$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.72$0.05$1.66$1.78$1.63$0.14
2016Detailed filing. Detailed filing data is available for this year.$1.55$0.04$1.51$1.78$1.66$0.12
2015Detailed filing. Detailed filing data is available for this year.$1.43$0.04$1.39$1.82$1.68$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.31$0.05$1.26$1.57$1.56$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.32$0.07$1.25$1.64$1.60$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.26$0.06$1.21$1.73$1.57$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.07$1.04$1.56$1.51$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.04$0.98$1.58$1.58$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2017 filings • 501(c)4 • <$500k nonprofits