Civic Intelligence

State Bar of New Mexico

EIN 85-0242641 • 501(c)6 • Albuquerque, NM

Profile

The mission of the state bar of new mexico is to be a united and inclusive organization serving the legal profession and the public.

5121 Masthead Rd NEAlbuquerque, NM 87109

www.nmbar.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

92nd percentile

0.74x

Higher debt load relative to assets than 92% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

95th percentile

1.63x

Higher debt load relative to revenue than 95% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Net Margin

48th percentile

3.9%

Higher net margin than 48% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

27th percentile

$184,244

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

501(c)6 • $5M-$10M nonprofits • Source year 2024

Asset Growth

88th percentile

23%

Faster asset growth than 88% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

9.6%

Faster revenue growth than 64% of similar nonprofits.

501(c)6 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Up

$9,326,023

Up $1,751,439 (+23%) from 2023

Liabilities

Up

$6,873,341

Up $1,727,187 (+34%) from 2023

Net Assets

Up

$2,452,682

Up $24,252 (+1.0%) from 2023

Revenue

Up

$4,205,627

Up $368,648 (+9.6%) from 2023

Expenses

Down

$4,040,403

Down $119,243 (-2.9%) from 2023

Net Income

Up

$165,224

Up $487,891 (+151%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2010: $3,585,700Liabilities 2010: $1,967,841Net Assets 2010: $1,617,8592010Assets 2011: $4,312,524Liabilities 2011: $2,915,905Net Assets 2011: $1,396,6192011Assets 2012: $3,179,133Liabilities 2012: $2,238,546Net Assets 2012: $940,5872012Assets 2013: $3,721,780Liabilities 2013: $3,253,191Net Assets 2013: $468,5892013Assets 2014: $4,459,992Liabilities 2014: $3,391,351Net Assets 2014: $1,068,6412014Assets 2015: $4,585,021Liabilities 2015: $3,444,424Net Assets 2015: $1,140,5972015Assets 2016: $7,840,647Liabilities 2016: $6,603,640Net Assets 2016: $1,237,0072016Assets 2017: $6,764,692Liabilities 2017: $5,471,475Net Assets 2017: $1,293,2172017Assets 2018: $5,746,158Liabilities 2018: $3,854,483Net Assets 2018: $1,891,6752018Assets 2019: $5,954,144Liabilities 2019: $3,759,939Net Assets 2019: $2,194,2052019Assets 2020: $6,003,967Liabilities 2020: $3,685,629Net Assets 2020: $2,318,3382020Assets 2021: $6,272,489Liabilities 2021: $3,723,844Net Assets 2021: $2,548,6452021Assets 2022: $6,148,038Liabilities 2022: $3,396,941Net Assets 2022: $2,751,0972022Assets 2023: $7,574,584Liabilities 2023: $5,146,154Net Assets 2023: $2,428,4302023Assets 2024: $9,326,023Liabilities 2024: $6,873,341Net Assets 2024: $2,452,6822024

Highlighted filing

2024

Assets$9,326,023
Liabilities$6,873,341
Net Assets$2,452,682

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,813,3892010Expenses 2011: $2,931,7132011Expenses 2012: $3,187,1512012Revenue 2013: $2,619,093Expenses 2013: $3,091,091Net Income 2013: -$471,9982013Revenue 2014: $2,749,771Expenses 2014: $2,419,920Net Income 2014: $329,8512014Revenue 2015: $2,807,034Expenses 2015: $2,683,093Net Income 2015: $123,9412015Revenue 2016: $2,933,824Expenses 2016: $2,837,417Net Income 2016: $96,4072016Revenue 2017: $2,888,217Expenses 2017: $2,832,007Net Income 2017: $56,2102017Revenue 2018: $3,509,407Expenses 2018: $3,064,829Net Income 2018: $444,5782018Revenue 2019: $3,542,050Expenses 2019: $3,239,527Net Income 2019: $302,5232019Revenue 2020: $3,308,626Expenses 2020: $3,184,493Net Income 2020: $124,1332020Revenue 2021: $3,577,386Expenses 2021: $3,347,079Net Income 2021: $230,3072021Revenue 2022: $3,987,221Expenses 2022: $3,784,769Net Income 2022: $202,4522022Revenue 2023: $3,836,979Expenses 2023: $4,159,646Net Income 2023: -$322,6672023Revenue 2024: $4,205,627Expenses 2024: $4,040,403Net Income 2024: $165,2242024

Highlighted filing

2024

Revenue$4,205,627
Expenses$4,040,403
Net Income$165,224

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.33$6.87$2.45$4.21$4.04$0.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.57$5.15$2.43$3.84$4.16$0.32
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.15$3.40$2.75$3.99$3.78$0.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.27$3.72$2.55$3.58$3.35$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.00$3.69$2.32$3.31$3.18$0.12
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.95$3.76$2.19$3.54$3.24$0.30
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.75$3.85$1.89$3.51$3.06$0.44
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.76$5.47$1.29$2.89$2.83$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.84$6.60$1.24$2.93$2.84$0.10
2015Detailed filing. Detailed filing data is available for this year.$4.59$3.44$1.14$2.81$2.68$0.12
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.46$3.39$1.07$2.75$2.42$0.33
2013XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.72$3.25$0.47$2.62$3.09$0.47
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.18$2.24$0.94$3.19
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.31$2.92$1.40$2.93
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.59$1.97$1.62$2.81
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.0
Gross Receipts
$4,313,258
Mission and Program Overview

Mission

The mission of the state bar of new mexico is to be a united and inclusive organization serving the legal profession and the public.

Aids courts in administration of justice and preserving the rule of law to foster a high standard of integrity and competence within the legal profession. Activities include collection of dues, publications, development and promotion of programs for the membership and the public such as the annual meeting, membership programs, public legal education and information, lawyer referral, and technology.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,636,637$2,759,870▲ $123,233
Land, Buildings, and Equipment, Net$1,229,490$1,163,004▼ $66,486
Savings and Temporary Cash Investments$524,344$538,522▲ $14,178
Prepaid Expenses and Deferred Charges$55,829$81,337▲ $25,508
Accounts Receivable$29,462$39,423▲ $9,961
Total Assets$7,574,584$9,326,023▲ $1,751,439
Other Assets Total$3,098,822$4,743,867▲ $1,645,045
Liabilities
Other Liabilities$2,992,487$4,828,766▲ $1,836,279
Mortgage Notes Payable Secured by Investment Property$1,168,927$1,092,536▼ $76,391
Deferred Revenue$701,148$651,108▼ $50,040
Accounts Payable and Accrued Expenses$283,592$300,931▲ $17,339
Total Liabilities$5,146,154$6,873,341▲ $1,727,187
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,356,846$1,335,972▼ $20,874
Net Assets Without Donor Restrictions$1,071,584$1,116,710▲ $45,126
Total Net Assets Fund Balance$2,428,430$2,452,682▲ $24,252
Total Liabilities and Net Assets / Fund Balance$7,574,584$9,326,023▲ $1,751,439

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$619,436$1,573,333$2,192,769
Equipment$199,436$341,342$540,778
Land$344,132-$344,132
Other Assets Org$247,480--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard SpinelloExecutive DiFT$162,583$21,661$184,244
Richard SpinelloExecutive Director-$146,340$37,904$184,244
Stormy RalstinGeneral CounFT$142,982$23,168$166,150
Stormy RalstinGeneral Counsel-$142,982$23,168$166,150
David R PowellDirector ofFT$132,173$17,597$149,770
Pamela O MooreDirector- PrFT$111,806$17,206$129,012

Board Members and Trustees

NameTitle
Erinna AtkinsPresident
Aja BrooksPresident- E
Andrea SalazarCommissioner
Brett PhelpsCommissioner
Connie FloresCommissioner
Dan BehlesCommissioner
David LutzCommissioner
Elizabeth TravisCommissioner
Jessica PerezCommissioner
Joe SawyerCommissioner
Lucy SinkularCommissioner
Meryl SuttonCommissioner
Mitchell MenderCommissioner
Olga SerafimovaCommissioner
Parker FolseCommissioner
Randy TaylorCommissioner
Rosenda Chavez-laraCommissioner
Sean FitzpatrickCommissioner
Simone SeilerCommissioner
Steve SchollCommissioner
Tomas GarciaCommissioner
Ben ShermanPast Preside
Allison Block-chavezSecretary-tr

Highest Paid Contractors

ContractorServicesLocationCompensation
Euclid Technology SolutionsMgmt Software540 DEVALL DR STE 301, Auburn, AL 36832$103,253
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,221,770
Investment Income
$2,800
Other Revenue
$-18,943
Change in Net Assets
$165,224

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,313,258
Revenue Not Reported on Financial Statements
$-107,631
Other Revenue Adjustments
$-107,631
Total Revenue per Audited Statements
$4,313,258
Total Revenue per Form 990
$4,205,627
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,366,938
Other Expenses$1,673,465
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,337,497$367,484-$1,704,981
Pension Plan Contributions$185,928$65,354-$251,282
Current Officers, Directors, Trustees, and Key Employees-$184,244-$184,244
Information Technology$117,684$51,160-$168,844
Payroll Taxes$117,701$46,647-$164,348
Depreciation Depletion$136,006--$136,006
All Other Expenses$84,097$46,355-$130,452
Occupancy$124,690--$124,690
Conferences and Meetings$32,173$79,915-$112,088
Insurance$29,638$35,164-$64,802
Other Employee Benefits$54,008$8,075-$62,083
Interest$36,344$9,085-$45,429
Other Expenses$41,432$31,140-$41,432
Office Expenses$6,947$14,334-$21,281
Fees for Services Other-$17,320-$17,320
Advertising$3,560--$3,560
Total Functional Expenses$3,076,041$964,362$0$4,040,403

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,289,006
Expenses per Audited Statements$4,040,403
Total Expenses per Form 990$4,040,403
Expenses Not Reported on Form 990$248,603
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nm Center on Law and PovertyAlbuquerque, NM501c3General Support$347,362
Nm Legal AidAlbuquerque, NM501c3General Support$294,661
Nm Immigrant Law CenterAlbuquerque, NM501c3General Support$198,891
Disability Rights New MexicoAlbuquerque, NM501c3General Support$111,209
Pegasus Legal Services for ChildrenAlbuquerque, NM501c3General Support$104,289
Enlace ComunitarioAlbuquerque, NM501c3General Support$85,000
(de)serving LifeAlbuquerque, NM501c3General Support$59,000
Las Americas Immigrant Advocacy CtrEl Paso, TX501c3General Support$52,500
DNA PEOPLE'S LEGAL SERVICESWindow Rock, AZ501c3General Support$37,500
Native American Disability Law CtrFarmington, NM501c3General Support$35,000
Santa Fe Dreamers ProjectSanta Fe, NM501c3General Support$22,500
Nm Environmental Law CenterAlbuquerque, NM501c3General Support$20,000
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
In-house lobbying only
Yes
Subject to proxy tax
Yes
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Richard SpinelloExec DirectorRichard SpinelloNo$24,772
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Pass Through Obligations$4,828,766
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 35% controlled entity
No
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

Members are comprised of licensed attorneys who practice law in new mexico

Form 990, Page 6, Part VI, Line 7A

State bar is divided into districts where participating lawyers elect members to the governing body.

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

It is reviewed by the executive director and executive committee of the board and the full board is notified of its availability prior to filing.

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

During our board annual orientation, we inform new board members of our conflict policy and compliance. We have not had a conflict filed.

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

The board of bar commissioners determine the executive director's compensation based on compensation data reported by the american bar association for other executive director's at state bar associations of a similar size. Discussions regarding the executive director's compensation arrangement are documented in meeting notes from the board of bar commissioner's executive director review committee. The executive director determines the compensation of the key employees.

Form 990, Page 6, Part VI, Line 19

The organization makes its governing documents and audited financial statements available to the public upon request. It also makes its audited financial statements available on its website. It does not make its conflict of interest policy available to the public.

Filing and Contact Details

Filer

Filer Name
State Bar of New Mexico
EIN
85-0242641
Phone
5057976000
Address
5121 MASTHEAD RD NE, ALBUQUERQUE, NM 87109

Signing Officer

Name
Richard Spinello
Title
Executive Director
Phone
5057976000
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Richard Spinello
Formed
1978
Legal Domicile
Nm
Voting Board Members
22
Independent Board Members
22
Employees
33
Volunteers
2,500

Preparer

Firm
Sjt Group LLC
Address
4811 HARDWARE DR NE SUITE E-4, ALBUQUERQUE, NM 87109
Preparer
Lonnie Juarez
Phone
5053128702
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

General operations & member services the state bar center - the state bar center provides a meeting space for conferences, seminars, trainings, mediation, and other networking and social gatherings, as a service to members of the state bar. The state bar center is also available for use by the general public. Members services - services and events offered by the state bar to its members include: annual meeting - the state bar and the center for legal education collaborate on presenting the annual meeting in addition to providing educational programs at this event. Awards to recognize those who have distinguished themselves or who have made exemplary contributions to the state bar are presented. Committees, divisions, and sections - members are provided opportunities to serve on or join various standing committees, divisions, which promote the special interests of senior lawyers, and practice area sections.

Form 990, Page 2, Part III, Line 4B

Office of general counsel and regulatory programs the office of general counsel is a professional office that assists the state bar and the foundation with policy and regulatory functions of an integrated bar. Specifically, its functions are to protect the legal and policy interests of the state bar; assist in governance and regulatory functions; provide a professional legal resource for leadership, volunteers, and staff; assist with outreach to the judiciary; and advise in the areas of legislative, executive, and judicial processes. In addition, the office of general counsel oversees the administration of the access to justice fund (atj) and the client protection fund (cpf). The state bar's atj fund grant commission is the financial steward of the new mexico supreme court fund for the atj fund, for which the state bar is the fiscal agent. The atj fund consists of funds generated pursuant to supreme court rule, including interest on lawyer's trust accounts (iolta) and pro hac vice fees, as well as donations. The atj fund provides grants to qualified civil legal service providers selected by the atj fund grant commission. The state bar is also the iolta program administrator for new mexico. An iolta account is a pooled, interest-bearing demand deposit account used by lawyers to hold client funds. The current rules require that all new mexico attorneys who hold eligible funds to participate in iolta and that the funds be held at eligible financial institutions. The interest generated by the client funds held in a pooled, interest-bearing trust account are remitted to the state bar, which holds the funds in the atj fund and distributes them at the discretion of the new mexico supreme court and the atj fund grant commission. The commission on client protection is a statewide body whose purpose is to promote public confidence in the administration of justice and the integrity of the legal profession by reimbursing losses caused by the dishonest conduct of lawyers admitted and licensed to practice law in the courts of new mexico. The funds in the client protection fund are used for reimbursing these losses. The office of general counsel and regulatory programs also oversees the licensing of new mexico admitted attorneys and nonadmitted attorneys wishing to appear before a new mexico court in a civil matter, who are charged pro hac vice filing fees.

Form 990, Page 2, Part III, Line 4D

Member communications/publications member communications/publications include print and digital communications provided to membership which include official state bar of new mexico publications, such as the bar bulletin and resource deskbook. In addition, these activities include in-house branding for both the state bar and the foundation, website edits, managing social media platforms, and serving as media liaison. The state bar operated a digital print center that ceased operations in april 2024. The print center provided the majority of internal printing needs for the state bar and the foundation, as well as mailing services. These services were also available to outside parties.

Financial Statement Notes

Schedule D, Page 3, Part X

The state bar is a nonprofit organization and qualifies as a tax-exempt organization under section 501(c)(6) of the irc. The organization regularly evaluates activities as it relates to its tax-exempt status. If organization activities are determined to be outside of its tax-exempt status the potential exists for tax liabilities on those unrelated activities. Activities unrelated to the organization's exempt purpose are taxable. The internal revenue service considers net income received from food services provided for the benefit of the professional development center, as well as advertising, subscriptions, and publishing income as unrelated business taxable income. At december 31, 2024 and 2023, the income tax liability was 0. During the years ended december 31, 2024 and 2023, the provision for income taxes was 31,140 and 28,356, respectively. The foundation is exempt from federal income tax under section 501(c)(3) of the irc. As such, its normal activities do not result in any income tax liability. In addition, the foundation qualifies for the charitable contribution deduction under section 170(b)(1)(a) and has been classified as an organization that is not a private foundation under section 509(a) (1). The organization adopted accounting principles generally accepted in the united states of america as they relate to uncertain tax positions. Management believes that the activities of the organization are within their tax-exempt purpose with the exceptions noted above, and that there are no uncertain tax positions. The organization's open audit periods are for the years ending december 31, 2021 and after.

Schedule D, Page 4, Part XI, Line 4B

Rental expenses deducted from revenue on form 990 -107,631

Schedule D, Page 4, Part XII, Line 2D

Rental expenses deducted from revenue on form 990 107,631

Raw XML AppendixShowing 400 of 768 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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