Civic Intelligence

Help-New Mexico Inc.

990 • Fiscal year 2015 • EIN 85-0194018

Jul 01, 2014 to Jun 30, 2015 • Filed on Mar 13, 2016

5101 Copper NEAlbuquerque, NM 87108

(505) 265-3717

Siviq Scores

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

Liabilities / Assets

90th percentile

0.95x

Higher debt load relative to assets than 90% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

44th percentile

0.20x

Higher debt load relative to revenue than 44% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Net Margin

35th percentile

0.0%

Higher net margin than 35% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

24th percentile

$105,332

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2015

Asset Growth

24th percentile

-3.6%

Faster asset growth than 24% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

62nd percentile

7.9%

Faster revenue growth than 62% of similar nonprofits.

2015 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2014 to 2015

Assets

Down

$2,711,971

Down $101,626 (-3.6%) from 2014

Net Assets

Up

$131,511

Up $5,628 (+4.5%) from 2014

Liabilities

Down

$2,580,460

Down $107,254 (-4.0%) from 2014

Revenue

Up

$12,975,356

Up $951,844 (+7.9%) from 2014

Expenses

Up

$12,969,728

Up $900,265 (+7.5%) from 2014

Net Income

Up

$5,628

Up $51,579 (+112%) from 2014

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $3,318,165Liabilities 2010: $2,952,799Net Assets 2010: $365,3662010Assets 2011: $2,949,431Liabilities 2011: $2,719,339Net Assets 2011: $230,0922011Assets 2012: $3,100,012Liabilities 2012: $2,978,888Net Assets 2012: $121,1242012Assets 2013: $3,059,796Liabilities 2013: $2,887,962Net Assets 2013: $171,8342013Assets 2014: $2,813,597Liabilities 2014: $2,687,714Net Assets 2014: $125,8832014Assets 2015: $2,711,971Liabilities 2015: $2,580,460Net Assets 2015: $131,5112015Assets 2016: $2,697,456Liabilities 2016: $2,490,480Net Assets 2016: $206,9762016Assets 2017: $2,572,281Liabilities 2017: $2,452,238Net Assets 2017: $120,0432017Assets 2018: $2,319,377Liabilities 2018: $2,046,809Net Assets 2018: $272,5682018Assets 2019: $2,695,843Liabilities 2019: $2,169,493Net Assets 2019: $526,3502019Assets 2020: $3,016,755Liabilities 2020: $2,663,771Net Assets 2020: $352,9842020Assets 2021: $3,897,481Liabilities 2021: $2,891,542Net Assets 2021: $1,005,9392021Assets 2022: $7,036,500Liabilities 2022: $3,778,286Net Assets 2022: $3,258,2142022Assets 2023: $4,842,787Liabilities 2023: $2,138,737Net Assets 2023: $2,704,0502023Assets 2024: $7,327,425Liabilities 2024: $3,761,466Net Assets 2024: $3,565,9592024

Highlighted filing

2015

Assets$2,711,971
Liabilities$2,580,460
Net Assets$131,511

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $15,363,7082010Expenses 2011: $12,895,0192011Expenses 2012: $13,853,6662012Expenses 2013: $13,576,0912013Revenue 2014: $12,023,512Expenses 2014: $12,069,463Net Income 2014: -$45,9512014Revenue 2015: $12,975,356Expenses 2015: $12,969,728Net Income 2015: $5,6282015Revenue 2016: $13,014,627Expenses 2016: $12,939,162Net Income 2016: $75,4652016Revenue 2017: $13,349,805Expenses 2017: $13,436,738Net Income 2017: -$86,9332017Revenue 2018: $12,891,036Expenses 2018: $12,738,511Net Income 2018: $152,5252018Revenue 2019: $11,866,244Expenses 2019: $11,612,462Net Income 2019: $253,7822019Revenue 2020: $9,641,999Expenses 2020: $9,815,365Net Income 2020: -$173,3662020Revenue 2021: $13,740,956Expenses 2021: $13,088,001Net Income 2021: $652,9552021Revenue 2022: $17,037,040Expenses 2022: $14,784,765Net Income 2022: $2,252,2752022Revenue 2023: $13,467,505Expenses 2023: $14,021,669Net Income 2023: -$554,1642023Revenue 2024: $14,727,103Expenses 2024: $13,981,347Net Income 2024: $745,7562024

Highlighted filing

2015

Revenue$12,975,356
Expenses$12,969,728
Net Income$5,628
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Mar 13, 2016
Return Version
2014v6.0
Gross Receipts
$12,975,356
Mission and Program Overview

Mission

Help-new mexico inc. Exists to create self-sufficiency and promote economic opportunities to strengthen families throughout new mexico. Activities in workforce development include implementing programs such as work experience, on -the-job training, classroom training, etc.

Help-new mexico inc. Exists to create self-sufficiency and promote economic opportunities to strengthen families throughout new mexico. Activities in workforce development include implementing programs such as work experience, on-the-job training, classroom training, etc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,349,970$1,380,553▲ $30,583
Pledges and Grants Receivable$987,648$1,272,628▲ $284,980
Prepaid Expenses and Deferred Charges$50,546$57,022▲ $6,476
Cash and Non-Interest-Bearing Accounts$425,433$1,768▼ $423,665
Total Assets$2,813,597$2,711,971▼ $101,626
Liabilities
Accounts Payable and Accrued Expenses$952,995$1,283,030▲ $330,035
Mortgage Notes Payable Secured by Investment Property$1,485,001$890,992▼ $594,009
Deferred Revenue$243,827$406,438▲ $162,611
Escrow Account Liability$5,891--
Total Liabilities$2,687,714$2,580,460▼ $107,254
Net Assets / Fund Balance
Unrestricted Net Assets$125,883$131,511▲ $5,628
Total Net Assets Fund Balance$125,883$131,511▲ $5,628
Total Liabilities and Net Assets / Fund Balance$2,813,597$2,711,971▼ $101,626

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$591,853$1,151,971$1,743,824
Buildings$668,700$207,341$876,041
Land$120,000-$120,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
John MartinezExecutive DiFT$93,070$12,262$105,332
John G MatchisonChief FinancFT$74,469$8,298$82,767

Board Members and Trustees

NameTitle
Roger GonzalesChairman
Joey HerreraVice Chairma
Alex DominguezBoard Member
Charlene LujanBoard Member
Dora BatistaBoard Member
Gilbert UlibarriBoard Member
Joseph GriegoBoard Member
Maria CabralBoard Member
Marlene WaukazooBoard Member
Michael GutierrezBoard Member
Nelson SandovalBoard Member
Sean MartinezBoard Member
Araceli OrtegaSecretary
John ChavezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$12,903,828
Program Service Revenue
$70,919
Investment Income
$609
Other Revenue
$0
All Other Contributions
$246,271
Change in Net Assets
$5,628

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,975,356
Revenue Not Reported on Form 990
$935,128
Total Revenue per Audited Statements
$13,910,484
Total Revenue per Form 990
$12,975,356
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,723,043
Salaries, Compensation, and Employee Benefits$6,246,685
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,562,220$303,399-$4,865,619
Occupancy$652,482$93,831-$746,313
Payroll Taxes$638,844$51,211-$690,055
All Other Expenses$362,658$60,574-$423,232
Other Employee Benefits$327,441$44,662-$372,103
Conferences and Meetings$262,603$61,476-$324,079
Office Expenses$243,915$26,174-$270,089
Travel$222,243$21,738-$243,981
Depreciation Depletion-$209,324-$209,324
Current Officers, Directors, Trustees, and Key Employees$18,083$169,756-$187,839
Other Expenses$172,782$4,107-$172,782
Pension Plan Contributions$115,337$15,732-$131,069
Insurance$79,226$12,749-$91,975
Interest-$74,874-$74,874
Fees for Services Other$47,017$10,463-$57,480
Fees for Services Accounting$28,271$6,290-$34,561
Advertising$10,526$2,714-$13,240
Total Functional Expenses$11,800,654$1,169,074$0$12,969,728

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$13,904,856
Expenses per Audited Statements$12,969,728
Total Expenses per Form 990$12,969,728
Expenses Not Reported on Form 990$935,128
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Gene OrtegaFormer EdOffice RentNo$138,408
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The executive director and vice president of finance will review the form 990 prior to it is issued. The board of directors will also receive and review a copy of the form 990 prior to issuance.

Form 990, Page 6, Part VI, Line 12C

All boards and commissions at help-nm have an annual review and signature confirmation of the agency's conflict of interest policy.

Form 990, Page 6, Part VI, Line 15A

Every three years, help-nm contracts for a comparative salary survey. This survey defines the ranges of salaries for specific job categories. Once the salary survey is completed, it is presented to the board of directors for their review and approval. Following its approval, it is implemented at our agency.

Form 990, Page 6, Part VI, Line 15B

Every three years, help-nm contracts for a comparative salary survey. This survey defines the ranges of salaries for specific job categories. Once the salary survey is completed, it is presented to the board of directors for their review and approval. Following its approval, it is implemented at our agency.

Form 990, Page 6, Part VI, Line 19

The financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Help-new Mexico Inc
EIN
85-0194018
Phone
5052653717
Address
5101 COPPER NE, ALBUQUERQUE, NM 87108

Signing Officer

Name
Michael I Gutierrez
Title
Chief Executive Officer
Phone
5052653717
Signed
2016-03-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael I Gutierrez
Formed
1965
Legal Domicile
Nm
Voting Board Members
14
Independent Board Members
14
Employees
586
Volunteers
549

Preparer

Firm
Loftis Group LLC
Address
6721 ACADEMY RD NE STE D, ALBUQUERQUE, NM 87109-3370
Preparer
Nick Loftis
Phone
5052935009
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Help-new mexico inc. Exists to create self-sufficiency and promote economic opportunities to strengthen families throughout new mexico. Activities in workforce development include implementing programs such as work experience, on-the-job training, classroom training, etc.

Financial Statement Notes

Schedule D, Page 3, Part X

Help-nm is exempt from income taxes under section 501(c)(3) of the internal revenue code, and has been classified by the internal revenue service as an organization that is not a private foundation. Help-nm regularly evaluates activities as it relates to its tax exempt status. If help-nm activities are determined to be outside of its tax exempt status the potential exists for tax liabilities on those unrelated activities. The organization would recognize interest accrued related to unrecognized tax benefits in interest expense and penalties in operating expenses. There was no such interest or penalties recorded for the years ended june 30, 2015 and 2014. The organization's income tax filings are subject to audit by various taxing authorities. The organization's open audit periods are for the years ending june 30, 2012 and forward. The organization adopted the provision of fasb asc 740-10 "accounting for uncertainty in income taxes." as a result of the implementation, the organization has not recognized any changes to the financial statements for uncertain tax positions.

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IRS990/ProgSrvcAccomActy2Grp/Desc0WORKFORCE DEVELOPMENT PROGRAMS THE WORKFORCE DEVELOPMENT DIVISION'S CONTRACTS PROVIDE FOR JOB TRAINING, JOB PLACEMENTS, EDUCATION, SUPPORTIVE AND EMERGENCY SERVICES, AND GENERAL SUPPORT IN THE PURCHASE OF PERSONAL ASSETS TO UNEMPLOYED AND UNDEREMPLOYED INDIVIDUALS, YOUTH, SENIORS, THE HOMELESS AND MIGRANT AND SEASONAL FARMWORKERS THROUGHOUT THE STATE OF NEW MEXICO. THE WORK READINESS PROGRAMS, ALONG WITH THE SUPPORTIVE SERVICES WE PROVIDE, HAVE THE ULTIMATE GOAL OF HELPING LOW INCOME NEW MEXICANS ACHIEVE A HIGHER LEVEL OF SELF- SUFFICIENCY AND AID IN THE DEVELOPMENT OF A TRAINED AND SKILLED WORKFORCE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04192511
IRS990/ProgSrvcAccomActy3Grp/Desc0CHILD DEVELOPMENT PROGRAMS PROGRAM PROVIDES COMPREHENSIVE SERVICES (EDUCATION, HEALTH, MENTAL HEALTH, DISABILITY, NUTRITION AND FAMILY SUPPORT SERVICES) TO CHILDREN FROM 3 TO 5 YEARS OF AGE. HELP-NM CURRENTLY OFFERS REGIONAL HEAD START SERVICES IN ANIMAS, ALAMOGORDO, CHAPARRAL, COLUMBUS, DEMING, LA LUZ, LORDSBURG, T OR C AND TULAROSA, NEW MEXICO. THE ORGANIZATION ALSO HAS EARLY HEAD START. THIS PROGRAM PROVIDES PRENATAL SERVICES TO MOTHERS AND SERVICES TO CHILDREN AGED NEWBORN TO 3 YEARS.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 13,406
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0HELP-NM IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, AND HAS BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. HELP-NM REGULARLY EVALUATES ACTIVITIES AS IT RELATES TO ITS TAX EXEMPT STATUS. IF HELP-NM ACTIVITIES ARE DETERMINED TO BE OUTSIDE OF ITS TAX EXEMPT STATUS THE POTENTIAL EXISTS FOR TAX LIABILITIES ON THOSE UNRELATED ACTIVITIES. THE ORGANIZATION WOULD RECOGNIZE INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. THERE WAS NO SUCH INTEREST OR PENALTIES RECORDED FOR THE YEARS ENDED JUNE 30, 2015 AND 2014. THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE ORGANIZATION'S OPEN AUDIT PERIODS ARE FOR THE YEARS ENDING JUNE 30, 2012 AND FORWARD. THE ORGANIZATION ADOPTED THE PROVISION OF FASB ASC 740-10 "ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES." AS A RESULT OF THE IMPLEMENTATION, THE ORGANIZATION HAS NOT RECOGNIZED ANY CHANGES TO THE FINANCIAL STATEMENTS FOR UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HELP-NEW MEXICO INC. EXISTS TO CREATE SELF-SUFFICIENCY AND PROMOTE ECONOMIC OPPORTUNITIES TO STRENGTHEN FAMILIES THROUGHOUT NEW MEXICO. ACTIVITIES IN WORKFORCE DEVELOPMENT INCLUDE IMPLEMENTING PROGRAMS SUCH AS WORK EXPERIENCE, ON-THE-JOB TRAINING, CLASSROOM TRAINING, ETC.

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.33$3.76$3.57$14.7$14.0$0.75
2023Summary only. Only limited summary data is available for this year.$4.84$2.14$2.70$13.5$14.0$0.55
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.04$3.78$3.26$17.0$14.8$2.25
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.90$2.89$1.01$13.7$13.1$0.65
2020Summary only. Only limited summary data is available for this year.$3.02$2.66$0.35$9.64$9.82$0.17
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.70$2.17$0.53$11.9$11.6$0.25
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.32$2.05$0.27$12.9$12.7$0.15
2017Summary only. Only limited summary data is available for this year.$2.57$2.45$0.12$13.3$13.4$0.09
2016Detailed filing. Detailed filing data is available for this year.$2.70$2.49$0.21$13.0$12.9$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.71$2.58$0.13$13.0$13.0$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.81$2.69$0.13$12.0$12.1$0.05
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.06$2.89$0.17$13.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.10$2.98$0.12$13.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$2.72$0.23$12.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.32$2.95$0.37$15.4
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $10M-$25M nonprofits