Civic Intelligence

PTA New Mexico Congress New Mexico PTA

990EZ • Fiscal year 2015 • EIN 85-0121400

Jul 01, 2014 to Jun 30, 2015 • Filed on Oct 20, 2015

Organization Profilewww.newmexicopta.org
3315 Louisiana Blvd NEAlbuquerque, NM 87110

(505) 881-0712

Siviq Scores

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

Liabilities / Assets

68th percentile

0.00x

Higher debt load relative to assets than 68% of similar nonprofits.

2015 filings • NTEE B • <$500k nonprofits • Source year 2015

Liabilities / Revenue

67th percentile

0.00x

Higher debt load relative to revenue than 67% of similar nonprofits.

2015 filings • NTEE B • <$500k nonprofits • Source year 2015

Net Margin

33rd percentile

-3.2%

Higher net margin than 33% of similar nonprofits.

2015 filings • NTEE B • <$500k nonprofits • Source year 2015

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

2015 filings • NTEE B • <$500k nonprofits • Source year 2015

Asset Growth

31st percentile

-7.1%

Faster asset growth than 31% of similar nonprofits.

2015 filings • NTEE B • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

33rd percentile

-12%

Faster revenue growth than 33% of similar nonprofits.

2015 filings • NTEE B • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets68th percentile

Assets

Down

$41,024

Down $3,112 (-7.1%) from 2014

Net Assets

Down

$40,835

Down $3,073 (-7.0%) from 2014

Liabilities

Down

$189

Down $39 (-17%) from 2014

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin33rd percentile

Revenue

Down

$78,379

Down $10,944 (-12%) from 2014

Expenses

Up

$80,923

Up $684 (+0.9%) from 2014

Net Income

Down

-$2,544

Down $11,628 (-128%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$200K$150K$100K$50K$0Assets 2012: $34,942Liabilities 2012: $4012012Assets 2013: $34,824Liabilities 2013: $02013Assets 2014: $44,136Liabilities 2014: $228Net Assets 2014: $43,9082014Assets 2015: $41,024Liabilities 2015: $189Net Assets 2015: $40,8352015Assets 2016: $34,828Liabilities 2016: $187Net Assets 2016: $34,6412016Assets 2017: $36,877Liabilities 2017: $700Net Assets 2017: $36,1772017Assets 2019: $67,660Liabilities 2019: $23,6542019Assets 2021: $33,288Liabilities 2021: $13,4542021Assets 2022: $64,681Liabilities 2022: $25,825Net Assets 2022: $38,8562022Assets 2023: $64,930Liabilities 2023: $20,877Net Assets 2023: $44,0532023Assets 2024: $82,727Liabilities 2024: $20,087Net Assets 2024: $62,6402024Assets 2025: $189,420Liabilities 2025: $76,750Net Assets 2025: $112,6702025

Highlighted filing

2015

Assets$41,024
Liabilities$189
Net Assets$40,835
Open 2015 Filing

Operations Trend

Revenue Growth33rd percentile

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

$150K$100K$50K$0-$50KRevenue 2012: $60,103Expenses 2012: $59,129Net Income 2012: $9742012Revenue 2013: $59,954Expenses 2013: $59,671Net Income 2013: $2832013Revenue 2014: $89,323Expenses 2014: $80,239Net Income 2014: $9,0842014Revenue 2015: $78,379Expenses 2015: $80,923Net Income 2015: -$2,5442015Revenue 2016: $83,994Expenses 2016: $90,188Net Income 2016: -$6,1942016Revenue 2017: $84,355Expenses 2017: $82,819Net Income 2017: $1,5362017Revenue 2019: $89,718Expenses 2019: $82,662Net Income 2019: $7,0562019Revenue 2021: $36,283Expenses 2021: $60,455Net Income 2021: -$24,1722021Revenue 2022: $70,541Expenses 2022: $59,973Net Income 2022: $10,5682022Revenue 2023: $62,656Expenses 2023: $57,459Net Income 2023: $5,1972023Revenue 2024: $99,260Expenses 2024: $80,673Net Income 2024: $18,5872024Revenue 2025: $120,774Expenses 2025: $88,834Net Income 2025: $31,9402025

Highlighted filing

2015

Revenue$78,379
Expenses$80,923
Net Income-$2,544
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Oct 20, 2015
Return Version
2014v5.0
Gross Receipts
$78,379
Mission and Program Overview

Mission

PTA's mission is to make every child's potential a reality by engaging and empowering families and communities to advocate for all children.

Promote heatlh, safety, and welfare of NM children as well as advocate for family involvement within NM schools.

Program Services

DescriptionGrantsExpenses
NMPTA supports PTA units state-wide by providing year- round support and training and by sponsoring an annual state convention as well as education-related conferences.-$80,923
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KIM KERSCHENPresidentPT$0--
RENATA WITTEPresident-ElectPT$0--
WENDY LICONSecretaryPT$0--
TAMI BAKERVP ProgramsPT$0--
BECKY LEGERSKINorth Region DirectorPT$0--
GAYLA SKEENSouth Region DirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Pta New Mexico Congress
EIN
85-0121400
Phone
5058810712
Address
3315 LOUISIANA BLVD NE, ALBUQUERQUE, NM 87110

Signing Officer

Name
Renata Witte
Title
President-elect
Phone
5058810712
Signed
2015-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Integrity Accounting & Consulting LLC
Address
PO Box 27194, Albuquerque, NM 87125
Preparer
Erick Robinson
Phone
5057929108
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 16

“State convention expense 18639. Pta conferences 18199. Travel 2220. Outreach 976. Programs 299. Equipment lease 3724. Small equipment & supplies 747. Meeting expenses 657. Recognition 1035. National dues 13444. Advertising 504. Computers/software 552. Insurance 740. Bank fees 440. Dues, fees, & licenses 125. Membership expenses 466.”

Form 990EZ, Part I, Line 20

“Transitioned land of enchantment pta to it's own set of books. -529. Assets/liabilities had been part of nmpta previously.”

Form 990EZ, Part II, Line 26

“Payroll liabilities 228. 189.”

Raw XML Appendix164 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Integrity Accounting & Consulting LLC
IRS990EZ/BooksInCareOfDetail/PhoneNum05056883124
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO Box 27194
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Albuquerque
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd087125
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt044136
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt041024
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0532
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2544
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02240
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt044136
IRS990EZ/Form990TotalAssetsGrp/EOYAmt041024
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt078379
IRS990EZ/GroupExemptionNum02161
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0128
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt032777
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043908
IRS990EZ/NetAssetsOrFundBalancesEOYAmt040835
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043908
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt040835
IRS990EZ/OccupancyRentUtltsAndMaintAmt02517
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt510.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KIM KERSCHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RENATA WITTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2WENDY LICON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TAMI BAKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4BECKY LEGERSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5GAYLA SKEEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1President-Elect
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3VP Programs
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4North Region Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5South Region Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherChangesInNetAssetsAmt0-529
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt062767
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Promote heatlh, safety, and welfare of NM children as well as advocate for family involvement within NM schools.
IRS990EZ/PrintingPublicationsPostageAmt0130
IRS990EZ/ProgramServiceRevenueAmt044942
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NMPTA supports PTA units state-wide by providing year- round support and training and by sponsoring an annual state convention as well as education-related conferences.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt080923
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt013269
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0228
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0189
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt080923
IRS990EZ/TotalProgramServiceExpensesAmt080923
IRS990EZ/TotalRevenueAmt078379
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.newmexicopta.org
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt033309
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt038562
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt019558
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt020160
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt024053
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0135642
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0128
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0128
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt044942
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt050761
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt040396
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt039367
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt051685
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0227151
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0128
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0128
IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.99960
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt0362793
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt078251
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt089323
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt059954
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt059527
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt075738
IRS990ScheduleA/Total509Grp/TotalAmt0362793
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0362921
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STATE CONVENTION EXPENSE 18639. PTA CONFERENCES 18199. TRAVEL 2220. OUTREACH 976. PROGRAMS 299. EQUIPMENT LEASE 3724. SMALL EQUIPMENT & SUPPLIES 747. MEETING EXPENSES 657. RECOGNITION 1035. NATIONAL DUES 13444. ADVERTISING 504. COMPUTERS/SOFTWARE 552. INSURANCE 740. BANK FEES 440. DUES, FEES, & LICENSES 125. MEMBERSHIP EXPENSES 466.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRANSITIONED LAND OF ENCHANTMENT PTA TO IT'S OWN SET OF BOOKS. -529. ASSETS/LIABILITIES HAD BEEN PART OF NMPTA PREVIOUSLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PAYROLL LIABILITIES 228. 189.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RENATA WITTE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT-ELECT
ReturnHeader/BusinessOfficerGrp/PhoneNum05058810712
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA NEW MEXICO CONGRESS
ReturnHeader/Filer/BusinessNameControlTxt0PTAN
ReturnHeader/Filer/EIN0850121400
ReturnHeader/Filer/PhoneNum05058810712
ReturnHeader/Filer/USAddress/AddressLine1Txt03315 LOUISIANA BLVD NE
ReturnHeader/Filer/USAddress/CityNm0ALBUQUERQUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087110
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Integrity Accounting & Consulting LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 27194
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Albuquerque
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd087125
ReturnHeader/PreparerPersonGrp/PhoneNum05057929108
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERICK ROBINSON
ReturnHeader/ReturnTs02015-10-25T14:39:40-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$41,024
Liabilities
$189
Net assets
$40,835
Revenue
$78,379
Expenses
$80,923
Net income
-$2,544
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.89$0.77$1.13$1.21$0.89$0.32
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.20$0.63$0.99$0.81$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.65$0.21$0.44$0.63$0.57$0.05
2022Detailed filing. Detailed filing data is available for this year.$0.65$0.26$0.39$0.71$0.60$0.11
2021Summary only. Only limited summary data is available for this year.$0.33$0.13$0.36$0.60$0.24
2019Summary only. Only limited summary data is available for this year.$0.68$0.24$0.90$0.83$0.07
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.01$0.36$0.84$0.83$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.00$0.35$0.84$0.90$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.78$0.81$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.89$0.80$0.09
2013Summary only. Only limited summary data is available for this year.$0.35$0.00$0.60$0.60$0.00
2012Summary only. Only limited summary data is available for this year.$0.35$0.00$0.60$0.59$0.01