Civic Intelligence

New Mexico Association of Educational Retirees Incorporated

990EZ • Fiscal year 2019 • EIN 51-0217377

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 03, 2020

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

71st percentile

0.04x

Higher debt load relative to assets than 71% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

73rd percentile

0.05x

Higher debt load relative to revenue than 73% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Net Margin

54th percentile

4.5%

Higher net margin than 54% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Top Officer Pay

95th percentile

$35,198

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 20.7% of source-year revenue.

2019 filings • 501(c)4 • <$500k nonprofits • Source year 2019

Asset Growth

67th percentile

8.7%

Faster asset growth than 67% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

44th percentile

-2.6%

Faster revenue growth than 44% of similar nonprofits.

2019 filings • 501(c)4 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$200,065

Up $16,094 (+8.7%) from 2018

Net Assets

Up

$191,474

Up $9,208 (+5.1%) from 2018

Liabilities

Up

$8,591

Up $6,886 (+404%) from 2018

Revenue

Down

$170,013

Down $4,507 (-2.6%) from 2018

Expenses

Up

$162,284

Up $3,597 (+2.3%) from 2018

Net Income

Down

$7,729

Down $8,104 (-51%) from 2018

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

2019

Assets$200,065
Liabilities$8,591
Net Assets$191,474

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

2019

Revenue$170,013
Expenses$162,284
Net Income$7,729
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 3, 2020
Return Version
2019v5.0
Gross Receipts
$170,013
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.$3,464$142,054
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$35,198-$35,198
JANICE SELLSTreasurerPT$12,485-$12,485
VICKI SMITHPresident-$0--
DR ANNETTE JOHNSONPast Preside-$0--
MICHAEL TORREZ1st Vice Pre-$0--
LINDA CARR2nd Vice Pre-$0--
TERRY GREER3rd Vice Pre-$0--
JOE MONTANONmrhca ReprePT$0--
PAULINE RINDONEAt-Large Rep-$0--
JOELYN R PAFFORDAt-Large Rep-$0--
RAYMOND VINCENTAt-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
2020-08-03
Discuss with paid preparer
Yes

Preparer

Firm
Schlenker & Cantwell Pa
Address
PO BOX 92318, ALBUQUERQUE, NM 87199-2318
Preparer
Kenyon R Schlenker
Phone
5052753915
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses office expenses 10,961 information technology 862 travel 2,423 meetings 9,509 committees:executive 12,773 insurance 979 other 20,665 total 58,172

Form 990-ez, Part I, Line 20

Unrealized gain 1,686 other tax adjustment -207

Form 990-ez, Part II, Line 24

Accounts receivable 200 0 prepaid expenses and deferred charges 1,350 775 total 1,550 775

Form 990-ez, Part II, Line 26

Accounts payable and accrued expenses 0 1,155 deferred revenue 0 5,700 payroll liabilities 1,705 1,736

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 Appendix161 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 EXPENSES 10,961 INFORMATION TECHNOLOGY 862 TRAVEL 2,423 MEETINGS 9,509 COMMITTEES:EXECUTIVE 12,773 INSURANCE 979 OTHER 20,665 TOTAL 58,172
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN 1,686 OTHER TAX ADJUSTMENT -207
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACCOUNTS RECEIVABLE 200 0 PREPAID EXPENSES AND DEFERRED CHARGES 1,350 775 TOTAL 1,550 775
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 1,155 DEFERRED REVENUE 0 5,700 PAYROLL LIABILITIES 1,705 1,736
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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ReturnHeader/ReturnTs02020-08-17T08:56:19-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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. 2019 filings • 501(c)4 • <$500k nonprofits