Civic Intelligence

New Mexico Foundation for Open Government Inc.

990 • Fiscal year 2017 • EIN 85-0379183

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 14, 2018

2333 Wisconsin St NEAlbuquerque, NM 87110

(505) 764-3750

Siviq Scores

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

Liabilities / Assets

58th percentile

0.02x

Higher debt load relative to assets than 58% of similar nonprofits.

2017 filings • NTEE I • <$500k nonprofits • Source year 2017

Liabilities / Revenue

64th percentile

0.03x

Higher debt load relative to revenue than 64% of similar nonprofits.

2017 filings • NTEE I • <$500k nonprofits • Source year 2017

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

2017 filings • NTEE I • <$500k nonprofits • Source year 2017

Top Officer Pay

66th percentile

$0

Higher top officer pay than 66% of similar nonprofits.

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

2017 filings • NTEE I • <$500k nonprofits • Source year 2017

Asset Growth

62nd percentile

13%

Faster asset growth than 62% of similar nonprofits.

2017 filings • NTEE I • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

36th percentile

-4.5%

Faster revenue growth than 36% of similar nonprofits.

2017 filings • NTEE I • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Up

$155,508

Up $18,080 (+13%) from 2016

Net Assets

Up

$152,434

Up $19,826 (+15%) from 2016

Liabilities

Down

$3,074

Down $1,746 (-36%) from 2016

Revenue

Down

$107,983

Down $5,106 (-4.5%) from 2016

Expenses

Down

$89,964

Down $31,414 (-26%) from 2016

Net Income

Up

$18,019

Up $26,308 (+317%) from 2016

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0-$200KAssets 2011: $64,162Liabilities 2011: $3,040Net Assets 2011: $61,1222011Assets 2012: $65,562Liabilities 2012: $3,095Net Assets 2012: $62,4672012Assets 2014: $106,048Liabilities 2014: -$322Net Assets 2014: $106,3702014Assets 2015: $141,979Liabilities 2015: $3,229Net Assets 2015: $138,7502015Assets 2016: $137,428Liabilities 2016: $4,820Net Assets 2016: $132,6082016Assets 2017: $155,508Liabilities 2017: $3,074Net Assets 2017: $152,4342017Assets 2018: $144,172Liabilities 2018: $2,090Net Assets 2018: $142,0822018Assets 2019: $159,416Liabilities 2019: $1,869Net Assets 2019: $157,5472019Assets 2020: $185,732Liabilities 2020: $1,685Net Assets 2020: $184,0472020Assets 2021: $359,600Liabilities 2021: $175,220Net Assets 2021: $184,3802021Assets 2022: $393,586Liabilities 2022: $225,123Net Assets 2022: $168,4632022Assets 2023: $416,568Liabilities 2023: $226,577Net Assets 2023: $189,9912023Assets 2024: $320,076Liabilities 2024: $97,542Net Assets 2024: $222,5342024

Highlighted filing

2017

Assets$155,508
Liabilities$3,074
Net Assets$152,434

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $72,196Expenses 2011: $73,464Net Income 2011: -$1,2682011Expenses 2012: $71,2382012Revenue 2014: $111,801Expenses 2014: $78,411Net Income 2014: $33,3902014Revenue 2015: $186,046Expenses 2015: $149,328Net Income 2015: $36,7182015Revenue 2016: $113,089Expenses 2016: $121,378Net Income 2016: -$8,2892016Revenue 2017: $107,983Expenses 2017: $89,964Net Income 2017: $18,0192017Revenue 2018: $85,600Expenses 2018: $90,497Net Income 2018: -$4,8972018Revenue 2019: $97,651Expenses 2019: $95,648Net Income 2019: $2,0032019Revenue 2020: $92,438Expenses 2020: $91,606Net Income 2020: $8322020Revenue 2021: $90,141Expenses 2021: $97,401Net Income 2021: -$7,2602021Revenue 2022: $97,399Expenses 2022: $91,495Net Income 2022: $5,9042022Revenue 2023: $95,463Expenses 2023: $87,450Net Income 2023: $8,0132023Revenue 2024: $243,823Expenses 2024: $223,422Net Income 2024: $20,4012024

Highlighted filing

2017

Revenue$107,983
Expenses$89,964
Net Income$18,019
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 14, 2018
Return Version
2017v2.3
Gross Receipts
$119,729
Mission and Program Overview

Mission

To ensure that government is accountable to the voters and taxpayers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$73,002$88,668▲ $15,666
Investments Other Securities$54,252$66,840▲ $12,588
Savings and Temporary Cash Investments$10,000--
Land, Buildings, and Equipment, Net$174$0▼ $174
Total Assets$137,428$155,508▲ $18,080
Liabilities
Accounts Payable and Accrued Expenses$4,820$3,074▼ $1,746
Total Liabilities$4,820$3,074▼ $1,746
Net Assets / Fund Balance
Unrestricted Net Assets$132,375$152,434▲ $20,059
Temporarily Rstr Net Assets$233$0▼ $233
Total Net Assets Fund Balance$132,608$152,434▲ $19,826
Total Liabilities and Net Assets / Fund Balance$137,428$155,508▲ $18,080

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$3,026$3,026
Other Securities$66,840--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Greg WilliamsImmediate Past President
Karen MosesPresident
Susan BoeVice President
Chuck PeiferDirector
Dede FeldmanDirector
Fred NathanDirector
Hal StrattonDirector
Henry LopezDirector
Jeri ClausingDirector
Joseph ZebasDirector
Kathi BeardenDirector
Mary Lynn RoperDirector
Paula MaesDirector
Robert T TrappDirector
Rory McclannahanDirector
Steve MckeeDirector
Tom JohnsonDirector
Viki HarrisonDirector
Melanie MajorsExecutive Director
Charles Kip PurcellMember-at-large
Daniel YohalemMember-at-large
Michael MelodySecretary
Carl BaldwinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$73,598
Program Service Revenue
$11,119
Investment Income
$1,490
Other Revenue
$21,776
All Other Contributions
$33,588
Change in Net Assets
$18,019
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$64,944
Other Expenses$25,020
Total Fundraising Expense$2,113
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$60,000--$60,000
Payroll Taxes$4,944--$4,944
Fees for Services Accounting$4,535--$4,535
Fees for Services Other$4,500--$4,500
Advertising$2,113-$2,113$4,226
Office Expenses$1,182$1,182-$2,364
Insurance-$1,501-$1,501
Travel$1,000--$1,000
Fees for Service Investment Mgmnt Fees-$710-$710
All Other Expenses$650--$650
Other Expenses$345--$345
Depreciation Depletion-$174-$174
Total Functional Expenses$84,284$3,567$2,113$89,964
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$33,522
Fundraising Direct Expenses$11,746
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The 990 is distributed to members of the board for review prior to filing.

Form 990, Part VI, Section C, Line 19

Available upon request and on the new mexico attorney general's public charitable registrar database.

Filing and Contact Details

Filer

Filer Name
New Mexico Foundation
EIN
85-0379183
Phone
5057643750
Address
2333 WISCONSIN ST NE, ALBUQUERQUE, NM 87110

Signing Officer

Name
Melanie J Majors
Title
Executive Director
Phone
5058233803
Signed
2018-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Karen Moses
Formed
1989
Legal Domicile
Nm
Voting Board Members
22
Independent Board Members
22
Employees
0
Volunteers
0

Preparer

Firm
Swain & Grieco LLC
Address
2050 BOTULPH ROAD SUITE A, SANTA FE, NM 87505
Preparer
Michael D Swain CPA
Phone
5059883770
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18IMMEDIATE PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt20PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt21SECRETARY
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IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01989
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt011746
IRS990/FundraisingGrossIncomeAmt033522
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0119729
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt01501
IRS990/InsuranceGrp/TotalAmt01501
IRS990/InvestmentIncomeGrp/ExclusionAmt01490
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01490
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt054252
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt066840
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03026
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0174
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt03026
IRS990/LegalDomicileStateCd0NM
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembershipDuesAmt040010
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO ENSURE THAT GOVERNMENT IS ACCOUNTABLE TO THE VOTERS AND TAXPAYERS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0132608
IRS990/NetAssetsOrFundBalancesEOYAmt0152434
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt021776
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt021776
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01807
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01182
IRS990/OfficeExpensesGrp/ProgramServicesAmt01182
IRS990/OfficeExpensesGrp/TotalAmt02364
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CLE EXPENSES
IRS990/OtherExpensesGrp/Desc1LEGISLATIVE SESSION EXP
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3POSTAGE AND DELIVERY
IRS990/OtherExpensesGrp/ProgramServicesAmt03441
IRS990/OtherExpensesGrp/ProgramServicesAmt11149
IRS990/OtherExpensesGrp/ProgramServicesAmt2425
IRS990/OtherExpensesGrp/ProgramServicesAmt3345
IRS990/OtherExpensesGrp/TotalAmt03441
IRS990/OtherExpensesGrp/TotalAmt11149
IRS990/OtherExpensesGrp/TotalAmt2425
IRS990/OtherExpensesGrp/TotalAmt3345
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt04944
IRS990/PayrollTaxesGrp/TotalAmt04944
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0KAREN MOSES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611430
IRS990/ProgramServiceRevenueGrp/Desc011119
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011119
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011119
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt080622
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02423
IRS990/PYOtherExpensesAmt017671
IRS990/PYOtherRevenueAmt019938
IRS990/PYProgramServiceRevenueAmt010106
IRS990/PYRevenuesLessExpensesAmt0-8289
IRS990/PYSalariesCompEmpBnftPaidAmt0103707
IRS990/PYTotalExpensesAmt0121378
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0113089
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt018019
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt011119
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt073598
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt080622
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0143982
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt077775
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt094531
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0470508
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0470508
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt073598
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt080622
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0143982
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt077775
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt094531
IRS990ScheduleA/Total509Grp/TotalAmt0470508
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt073598
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt080622
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0143982
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt077775
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt094531
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0470508
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearAmt03984
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus1Amt05593
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus2Amt06954
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus3Amt03923
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt020454
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearAmt015935
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus1Amt022373
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus2Amt027815
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus3Amt015693
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt081816
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearAmt01149
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus1Amt0151
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus2Amt01141
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus3Amt053
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt02494
IRS990ScheduleC/GrassrootsCeilingAmt030681
IRS990ScheduleC/GrassrootsNontaxableGrp/FilingOrganizationsTotalAmt03984
IRS990ScheduleC/LobbyingCeilingAmt0122724
IRS990ScheduleC/LobbyingNontaxableAmountGrp/FilingOrganizationsTotalAmt015935
IRS990ScheduleC/OtherExemptPurposeExpendGrp/FilingOrganizationsTotalAmt078527
IRS990ScheduleC/TotalDirectLobbyingGrp/FilingOrganizationsTotalAmt01149
IRS990ScheduleC/TotalExemptPurposeExpendGrp/FilingOrganizationsTotalAmt079676
IRS990ScheduleC/TotalLobbyingExpendGrp/FilingOrganizationsTotalAmt01149

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.20$0.98$2.23$2.44$2.23$0.20
2023Detailed filing. Detailed filing data is available for this year.$4.17$2.27$1.90$0.95$0.87$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.94$2.25$1.68$0.97$0.91$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.60$1.75$1.84$0.90$0.97$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.86$0.02$1.84$0.92$0.92$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.59$0.02$1.58$0.98$0.96$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.44$0.02$1.42$0.86$0.90$0.05
2017Detailed filing. Detailed filing data is available for this year.$1.56$0.03$1.52$1.08$0.90$0.18
2016Detailed filing. Detailed filing data is available for this year.$1.37$0.05$1.33$1.13$1.21$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.42$0.03$1.39$1.86$1.49$0.37
2014Summary only. Only limited summary data is available for this year.$1.06$0.00$1.06$1.12$0.78$0.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.03$0.62$0.71
2011Summary only. Only limited summary data is available for this year.$0.64$0.03$0.61$0.72$0.73$0.01