Civic Intelligence

New Mexico Trial Lawyers Association Foundation

EIN 85-0375285 • 501(c)3 • Albuquerque, NM

Profile

Attorney Education

PO Box 35177Albuquerque, NM 87176-5177

www.nmtla.org

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.00x

Higher debt load relative to revenue than 38% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

64th percentile

12%

Higher net margin than 64% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

92nd percentile

$129,238

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 26.2% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

69th percentile

13%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

-5.7%

Faster revenue growth than 31% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$904,574

Up $102,537 (+13%) from 2023

Liabilities

Down

$844

Down $1,699 (-67%) from 2023

Net Assets

Up

$903,730

Up $104,236 (+13%) from 2023

Operations
Liabilities / Revenue38th percentileNet Margin64th percentile

Revenue

Down

$493,604

Down $30,086 (-5.7%) from 2023

Expenses

Down

$432,137

Down $12,525 (-2.8%) from 2023

Net Income

Down

$61,467

Down $17,561 (-22%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$1.0M$500K$0Assets 2011: $461,398Liabilities 2011: $0Net Assets 2011: $461,3982011Assets 2012: $469,079Liabilities 2012: $0Net Assets 2012: $469,0792012Assets 2013: $453,375Liabilities 2013: $0Net Assets 2013: $453,3752013Assets 2014: $487,739Liabilities 2014: $0Net Assets 2014: $487,7392014Assets 2015: $473,801Liabilities 2015: $0Net Assets 2015: $473,8012015Assets 2016: $463,068Liabilities 2016: $0Net Assets 2016: $463,0682016Assets 2017: $496,380Liabilities 2017: $0Net Assets 2017: $496,3802017Assets 2018: $535,507Liabilities 2018: $0Net Assets 2018: $535,5072018Assets 2019: $547,284Liabilities 2019: $0Net Assets 2019: $547,2842019Assets 2020: $552,003Liabilities 2020: $0Net Assets 2020: $552,0032020Assets 2021: $697,988Liabilities 2021: $0Net Assets 2021: $697,9882021Assets 2022: $706,450Liabilities 2022: $2,190Net Assets 2022: $704,2602022Assets 2023: $802,037Liabilities 2023: $2,543Net Assets 2023: $799,4942023Assets 2024: $904,574Liabilities 2024: $844Net Assets 2024: $903,7302024

Highlighted filing

2024

Assets$904,574
Liabilities$844
Net Assets$903,730
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $256,331Expenses 2011: $221,199Net Income 2011: $35,1322011Revenue 2012: $247,957Expenses 2012: $240,276Net Income 2012: $7,6812012Expenses 2013: $276,5762013Revenue 2014: $295,869Expenses 2014: $261,505Net Income 2014: $34,3642014Revenue 2015: $251,257Expenses 2015: $265,195Net Income 2015: -$13,9382015Revenue 2016: $306,557Expenses 2016: $317,290Net Income 2016: -$10,7332016Revenue 2017: $288,156Expenses 2017: $281,222Net Income 2017: $6,9342017Revenue 2018: $284,479Expenses 2018: $253,626Net Income 2018: $30,8532018Revenue 2019: $290,982Expenses 2019: $290,599Net Income 2019: $3832019Revenue 2020: $357,764Expenses 2020: $336,945Net Income 2020: $20,8192020Revenue 2021: $383,162Expenses 2021: $318,162Net Income 2021: $65,0002021Revenue 2022: $452,559Expenses 2022: $362,043Net Income 2022: $90,5162022Revenue 2023: $523,690Expenses 2023: $444,662Net Income 2023: $79,0282023Revenue 2024: $493,604Expenses 2024: $432,137Net Income 2024: $61,4672024

Highlighted filing

2024

Revenue$493,604
Expenses$432,137
Net Income$61,467
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$904,574
Liabilities
$844
Net assets
$903,730
Revenue
$493,604
Expenses
$432,137
Net income
$61,467
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.05$0.01$9.04$4.94$4.32$0.61
2023Detailed filing. Detailed filing data is available for this year.$8.02$0.03$7.99$5.24$4.45$0.79
2022Detailed filing. Detailed filing data is available for this year.$7.06$0.02$7.04$4.53$3.62$0.91
2021Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$3.83$3.18$0.65
2020Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$3.58$3.37$0.21
2019Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$2.91$2.91$0.00
2018Detailed filing. Detailed filing data is available for this year.$5.36$0.00$5.36$2.84$2.54$0.31
2017Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$2.88$2.81$0.07
2016Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$3.07$3.17$0.11
2015Detailed filing. Detailed filing data is available for this year.$4.74$0.00$4.74$2.51$2.65$0.14
2014Detailed filing. Detailed filing data is available for this year.$4.88$0.00$4.88$2.96$2.62$0.34
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.53$0.00$4.53$2.77
2012Summary only. Only limited summary data is available for this year.$4.69$0.00$4.69$2.48$2.40$0.08
2011Summary only. Only limited summary data is available for this year.$4.61$0.00$4.61$2.56$2.21$0.35
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Jan 23, 2025
Return Version
2023v6.0
Gross Receipts
$654,731
Mission and Program Overview

Mission

Works to provide education to attorneys and preserve their client's rights to trial by jury.

Works to provide education to attorneys and preserve their clients rights to trial by jury.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$799,494$903,730▲ $104,236
Investments in Publicly Traded Securities$505,026$537,081▲ $32,055
Cash and Non-Interest-Bearing Accounts$296,957$367,393▲ $70,436
Prepaid Expenses and Deferred Charges$54$100▲ $46
Land, Buildings, and Equipment, Net$0$0→ $0
Total Assets$802,037$904,574▲ $102,537
Liabilities
Other Liabilities$2,543$844▼ $1,699
Total Liabilities$2,543$844▼ $1,699
Net Assets / Fund Balance
Total Net Assets Fund Balance$799,494$903,730▲ $104,236
Total Liabilities and Net Assets / Fund Balance$802,037$904,574▲ $102,537

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$9,909$9,909
Compensation and Service Providers
Top Officer Pay92nd percentile

Employees

NameTitleBaseOtherTotal
Julianna KoobExecutive Director$77,543$51,695$129,238
David StoutDirector$8,620-$8,620

Board Members and Trustees

NameTitle
Maria TouchetImmediate Past President
Tyler AtkinsPresident
A Elicia MontoyaDirector
Adam FloresDirector
Adrian VegaDirector
Allegra CarpenterDirector
Andre ArchuletaDirector
Andrea HarrisDirector
Andrew SchollDirector
Brian EgolfDirector
Bruce ThompsonDirector
Bryan WilliamsDirector
Cherie LaCourDirector
Christopher PapaleoDirector
Cid D LopezDirector
Connie FloresDirector
Corbin HildebrandtDirector
David DuhiggDirector
David MartinezDirector
Denise TorresDirector
Dusti HarveyDirector
Erika AndersonDirector
F Michael HartDirector
Gabrielle ValdezDirector
Geoffrey RomeroDirector
James TawneyDirector
Jamison BarkleyDirector
Joel NewtonDirector
Joleen YoungersDirector
Julio RomeroDirector
Justin KaufmanDirector
Katherine FerlicDirector
Katie CurryDirector
Katie MarionDirector
Komal StiverDirector
Kristina MartinezDirector
Lee HuntDirector
Lori BencoeDirector
Margaret BranchDirector
Matthew VanceDirector
Michael DoyleDirector
Michael DuranDirector
Michael SieversDirector
Mixcoatl Miera-RoseteDirector
Mollie C McGrawDirector
Nancy CroninDirector
Nikko HaradaDirector
Paul AbramsDirector
Peter WhiteDirector
Pia SalazarDirector
Rachel HigginsDirector
Randi McGinnDirector
Ray VargasDirector
Richard BarreraDirector
Richard J Parmley JrDirector
Richard ValleDirector
Rob TreinenDirector
Rosalind BienvenuDirector
Samuel WalkerDirector
Sean FitzpatrickDirector
Stephen MarshallDirector
Theresa HacsiDirector
Victor PoulosDirector
Victor TitusDirector
Vincent J WardDirector
William KeelerDirector
Zackeree KelinDirector
Nicholas MattisonSecretary
Feliz RaelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$35,000
Program Service Revenue
$440,637
Investment Income
$17,967
Other Revenue
$0
All Other Contributions
$35,000
Change in Net Assets
$61,467
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$322,842
Salaries, Compensation, and Employee Benefits$109,295
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$75,772$576$0$76,348
Other Salaries and Wages$54,291$6,031$0$60,322
Conferences and Meetings$50,276$5,586$0$55,862
Other Expenses$39,225$4,358$0$43,583
Current Officers, Directors, Trustees, and Key Employees$38,749$0$0$38,749
Fees for Services Other$30,151$0$0$30,151
Occupancy$11,945$1,326$0$13,271
Information Technology$6,915$768$0$7,683
Other Employee Benefits$4,839$538$0$5,377
Payroll Taxes$4,362$485$0$4,847
Travel$0$3,662$0$3,662
Fees for Service Investment Mgmnt Fees$0$2,864$0$2,864
Office Expenses$1,783$201$0$1,984
Fees for Services Accounting$0$1,765$0$1,765
Total Functional Expenses$403,977$28,160$0$432,137
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$844
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
New Mexico Trial Lawyers Association Foundation
EIN
85-0375285
Phone
5052436003
Address
PO Box 35177, Albuquerque, NM 87176-5177

Signing Officer

Name
Julianna Koob
Title
Executive Director
Phone
5052436003
Signed
2025-01-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Julianna Koob
Formed
1988
Legal Domicile
Nm
Voting Board Members
71
Independent Board Members
70
Employees
0
Volunteers
69

Preparer

Firm
Christina Kitsos CPA
Address
7912 Menaul Blvd NE, Albuquerque, NM 87110
Preparer
Christina Kitsos CPA
Phone
5055038438
Supplemental Narrative

Additional Explanations

Pt VI, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Pt VI, Line 6

“The Organization has members.”

Pt VI, Line 7A

“Members have the power to elect governing board members.”

Pt VI, Line 7B

“The president has discretion between Board Meetings to make governance decisions.”

Pt VI, Line 8B

“The organization does not have committees.”

Pt VI, Line 11B

“No review was conducted.”

Form 990, Part III, Line 4D

“Toy and Food Drive 61501. 0. 51118.”

Form 990, Part IX, Line 24E

“Educational Materials 45906. 45906. 0. 0.”

Form 990, Part IX, Line 24E

“Repairs & Services 854. 769. 85. 0.”

Form 990, Part IX, Line 24E

“Telephone 2827. 2544. 283. 0.”

Form 990, Part IX, Line 24E

“Amicus Gala 26553. 26553. 0. 0.”

Form 990, Part IX, Line 24E

“Professional Development 208. 0. 208. 0.”

Raw XML AppendixShowing 400 of 983 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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IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt340
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt350
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt360
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt480
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt490
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt500
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt510
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt530
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt540
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt550
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt580
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt610
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt630
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt640
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt650
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt660
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt670
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt680
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt690
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt700
IRS990/Form990PartVIISectionAGrp/PersonNm0Julianna Koob
IRS990/Form990PartVIISectionAGrp/PersonNm1Paul Abrams
IRS990/Form990PartVIISectionAGrp/PersonNm2Erika Anderson
IRS990/Form990PartVIISectionAGrp/PersonNm3Andre Archuleta
IRS990/Form990PartVIISectionAGrp/PersonNm4Tyler Atkins
IRS990/Form990PartVIISectionAGrp/PersonNm5Jamison Barkley
IRS990/Form990PartVIISectionAGrp/PersonNm6Richard Barrera
IRS990/Form990PartVIISectionAGrp/PersonNm7Lori Bencoe
IRS990/Form990PartVIISectionAGrp/PersonNm8Rosalind Bienvenu
IRS990/Form990PartVIISectionAGrp/PersonNm9Margaret Branch
IRS990/Form990PartVIISectionAGrp/PersonNm10Allegra Carpenter
IRS990/Form990PartVIISectionAGrp/PersonNm11Nancy Cronin
IRS990/Form990PartVIISectionAGrp/PersonNm12Katie Curry
IRS990/Form990PartVIISectionAGrp/PersonNm13Michael Doyle
IRS990/Form990PartVIISectionAGrp/PersonNm14David Duhigg
IRS990/Form990PartVIISectionAGrp/PersonNm15Michael Duran
IRS990/Form990PartVIISectionAGrp/PersonNm16Brian Egolf
IRS990/Form990PartVIISectionAGrp/PersonNm17Katherine Ferlic
IRS990/Form990PartVIISectionAGrp/PersonNm18Sean Fitzpatrick
IRS990/Form990PartVIISectionAGrp/PersonNm19Connie Flores
IRS990/Form990PartVIISectionAGrp/PersonNm20Adam Flores
IRS990/Form990PartVIISectionAGrp/PersonNm21Theresa Hacsi
IRS990/Form990PartVIISectionAGrp/PersonNm22Nikko Harada
IRS990/Form990PartVIISectionAGrp/PersonNm23Andrea Harris
IRS990/Form990PartVIISectionAGrp/PersonNm24F Michael Hart
IRS990/Form990PartVIISectionAGrp/PersonNm25Dusti Harvey
IRS990/Form990PartVIISectionAGrp/PersonNm26Rachel Higgins
IRS990/Form990PartVIISectionAGrp/PersonNm27Corbin Hildebrandt
IRS990/Form990PartVIISectionAGrp/PersonNm28Lee Hunt
IRS990/Form990PartVIISectionAGrp/PersonNm29Justin Kaufman
IRS990/Form990PartVIISectionAGrp/PersonNm30William Keeler
IRS990/Form990PartVIISectionAGrp/PersonNm31Zackeree Kelin
IRS990/Form990PartVIISectionAGrp/PersonNm32Cherie LaCour
IRS990/Form990PartVIISectionAGrp/PersonNm33Cid D Lopez
IRS990/Form990PartVIISectionAGrp/PersonNm34Katie Marion
IRS990/Form990PartVIISectionAGrp/PersonNm35Stephen Marshall
IRS990/Form990PartVIISectionAGrp/PersonNm36David Martinez
IRS990/Form990PartVIISectionAGrp/PersonNm37Kristina Martinez
IRS990/Form990PartVIISectionAGrp/PersonNm38Nicholas Mattison
IRS990/Form990PartVIISectionAGrp/PersonNm39Randi McGinn
IRS990/Form990PartVIISectionAGrp/PersonNm40Mollie C McGraw
IRS990/Form990PartVIISectionAGrp/PersonNm41Mixcoatl Miera-Rosete
IRS990/Form990PartVIISectionAGrp/PersonNm42A Elicia Montoya
IRS990/Form990PartVIISectionAGrp/PersonNm43Joel Newton
IRS990/Form990PartVIISectionAGrp/PersonNm44Christopher Papaleo
IRS990/Form990PartVIISectionAGrp/PersonNm45Richard J Parmley Jr
IRS990/Form990PartVIISectionAGrp/PersonNm46Victor Poulos
IRS990/Form990PartVIISectionAGrp/PersonNm47Feliz Rael
IRS990/Form990PartVIISectionAGrp/PersonNm48Geoffrey Romero
IRS990/Form990PartVIISectionAGrp/PersonNm49Julio Romero
IRS990/Form990PartVIISectionAGrp/PersonNm50Pia Salazar
IRS990/Form990PartVIISectionAGrp/PersonNm51Andrew Scholl
IRS990/Form990PartVIISectionAGrp/PersonNm52Michael Sievers
IRS990/Form990PartVIISectionAGrp/PersonNm53Komal Stiver
IRS990/Form990PartVIISectionAGrp/PersonNm54David Stout
IRS990/Form990PartVIISectionAGrp/PersonNm55James Tawney
IRS990/Form990PartVIISectionAGrp/PersonNm56Bruce Thompson
IRS990/Form990PartVIISectionAGrp/PersonNm57Victor Titus
IRS990/Form990PartVIISectionAGrp/PersonNm58Denise Torres
IRS990/Form990PartVIISectionAGrp/PersonNm59Maria Touchet
IRS990/Form990PartVIISectionAGrp/PersonNm60Rob Treinen
IRS990/Form990PartVIISectionAGrp/PersonNm61Gabrielle Valdez
IRS990/Form990PartVIISectionAGrp/PersonNm62Richard Valle
IRS990/Form990PartVIISectionAGrp/PersonNm63Matthew Vance
IRS990/Form990PartVIISectionAGrp/PersonNm64Ray Vargas
IRS990/Form990PartVIISectionAGrp/PersonNm65Adrian Vega
IRS990/Form990PartVIISectionAGrp/PersonNm66Samuel Walker
IRS990/Form990PartVIISectionAGrp/PersonNm67Vincent J Ward
IRS990/Form990PartVIISectionAGrp/PersonNm68Peter White
IRS990/Form990PartVIISectionAGrp/PersonNm69Bryan Williams
IRS990/Form990PartVIISectionAGrp/PersonNm70Joleen Youngers
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt077543
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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