Civic Intelligence

New Mexico Foundation for Open Government Inc.

990 • Fiscal year 2023 • EIN 85-0379183

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

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

90th percentile

0.54x

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

2023 filings • NTEE I • <$500k nonprofits • Source year 2023

Liabilities / Revenue

98th percentile

2.37x

Higher debt load relative to revenue than 98% of similar nonprofits.

2023 filings • NTEE I • <$500k nonprofits • Source year 2023

Net Margin

54th percentile

8.4%

Higher net margin than 54% of similar nonprofits.

2023 filings • NTEE I • <$500k nonprofits • Source year 2023

Top Officer Pay

93rd percentile

$65,000

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 68.1% of source-year revenue.

2023 filings • NTEE I • <$500k nonprofits • Source year 2023

Asset Growth

53rd percentile

5.8%

Faster asset growth than 53% of similar nonprofits.

2023 filings • NTEE I • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

43rd percentile

-2.0%

Faster revenue growth than 43% of similar nonprofits.

2023 filings • NTEE I • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$416,568

Up $22,982 (+5.8%) from 2022

Net Assets

Up

$189,991

Up $21,528 (+13%) from 2022

Liabilities

Up

$226,577

Up $1,454 (+0.6%) from 2022

Revenue

Down

$95,463

Down $1,936 (-2.0%) from 2022

Expenses

Down

$87,450

Down $4,045 (-4.4%) from 2022

Net Income

Up

$8,013

Up $2,109 (+36%) from 2022

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

2023

Assets$416,568
Liabilities$226,577
Net Assets$189,991

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

2023

Revenue$95,463
Expenses$87,450
Net Income$8,013
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Gross Receipts
$113,461
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$340,614$358,468▲ $17,854
Cash and Non-Interest-Bearing Accounts$52,972$55,100▲ $2,128
Prepaid Expenses and Deferred Charges-$3,000-
Total Assets$393,586$416,568▲ $22,982
Liabilities
Other Liabilities$223,512$223,512→ $0
Accounts Payable and Accrued Expenses$1,611$3,065▲ $1,454
Total Liabilities$225,123$226,577▲ $1,454
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$168,463$189,991▲ $21,528
Total Net Assets Fund Balance$168,463$189,991▲ $21,528
Total Liabilities and Net Assets / Fund Balance$393,586$416,568▲ $22,982

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$358,468--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Melanie MajorsExecutive DirectorFT$65,000$65,000

Board Members and Trustees

NameTitle
Karen MosesImmediate Part President
Jessica OnsurezPresident
Lucas PeermanVice President
Barbara VigilDirector
Charles PeiferDirector
Chris KellerDirector
Daniel RussellDirector
Gregory WilliamsDirector
Kristelle SiarzaDirector
Nate GentryDirector
Paula MaesDirector
Rebecca ValdezDirector
Wende SchwingendorfDirector
Davina SullivanBookkeeper
Jason EspinozaLobbyist
Daniel YohalemMember-at-large
Mary Lynn RoperMember-at-large
Rashad MahmoodSecretary
Sammy LopezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$76,242
Program Service Revenue
$0
Investment Income
$4,339
Other Revenue
$14,882
All Other Contributions
$76,242
Change in Net Assets
$8,013
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$70,072
Other Expenses$17,378
Total Fundraising Expense$3,250
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$65,000--$65,000
Fees for Services Lobbying$5,316--$5,316
Payroll Taxes$5,072--$5,072
Insurance-$1,772-$1,772
Conferences and Meetings$603--$603
Advertising$256--$256
Other Expenses$241-$3,250$241
All Other Expenses$124$85-$209
Office Expenses$185--$185
Total Functional Expenses$82,343$1,857$3,250$87,450
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$32,720
Fundraising Direct Expenses$17,998
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Legal Initiative$223,512
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
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 Majors
Title
Executive Director
Phone
5057643750
Signed
2024-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melanie Majors
Formed
1989
Legal Domicile
Nm
Voting Board Members
18
Independent Board Members
18
Employees
1
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/TitleTxt1VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
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IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
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/NetAssetsOrFundBalancesBOYAmt0168463
IRS990/NetAssetsOrFundBalancesEOYAmt0189991
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt014722
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt014722
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt013514
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0168463
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0189991
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0185
IRS990/OfficeExpensesGrp/TotalAmt0185
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CONTRACTORS
IRS990/OtherExpensesGrp/Desc1FUNDRAISING
IRS990/OtherExpensesGrp/Desc2WEBSITE
IRS990/OtherExpensesGrp/Desc3TELEPHONE
IRS990/OtherExpensesGrp/FundraisingAmt03250
IRS990/OtherExpensesGrp/ProgramServicesAmt04863
IRS990/OtherExpensesGrp/ProgramServicesAmt1683
IRS990/OtherExpensesGrp/ProgramServicesAmt2241
IRS990/OtherExpensesGrp/TotalAmt04863
IRS990/OtherExpensesGrp/TotalAmt13250
IRS990/OtherExpensesGrp/TotalAmt2683
IRS990/OtherExpensesGrp/TotalAmt3241
IRS990/OtherLiabilitiesGrp/BOYAmt0223512
IRS990/OtherLiabilitiesGrp/EOYAmt0223512
IRS990/OtherRevenueMiscGrp/BusinessCd0455000
IRS990/OtherRevenueMiscGrp/Desc0MERCHANDISE SALES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0160
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0160
IRS990/OtherRevenueTotalAmt0160
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt05072
IRS990/PayrollTaxesGrp/TotalAmt05072
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03000
IRS990/PrincipalOfficerNm0MELANIE MAJORS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt074693
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02848
IRS990/PYOtherExpensesAmt040236
IRS990/PYOtherRevenueAmt019858
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt05904
IRS990/PYSalariesCompEmpBnftPaidAmt051259
IRS990/PYTotalExpensesAmt091495
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt097399
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt08013
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt076242
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt074693
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt057610
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt073926
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt070851
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0353322
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0353322
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt076242
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt074693
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt057610
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt073926
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt070851
IRS990ScheduleA/Total509Grp/TotalAmt0353322
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt076242
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt074693
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt057610
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt073926
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt070851
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0353322
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus1Amt05100
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus2Amt04870
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/CurrentYearMinus3Amt04580
IRS990ScheduleC/AvgGrassrootsNontaxableGrp/TotalAmt014550
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus1Amt020400
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus2Amt019480
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/CurrentYearMinus3Amt018321
IRS990ScheduleC/AvgLobbyingNontaxableAmountGrp/TotalAmt058201
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus1Amt05322
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus2Amt06144
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/CurrentYearMinus3Amt07394
IRS990ScheduleC/AvgTotalLobbyingExpendGrp/TotalAmt018860
IRS990ScheduleC/GrassrootsCeilingAmt021825
IRS990ScheduleC/LobbyingCeilingAmt087302
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0223512
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LEGAL INITIATIVE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0358468
IRS990ScheduleD/OtherSecuritiesGrp/Desc0INVESTMENTS - STOCKS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0358468
IRS990ScheduleD/TotalLiabilityAmt0223512
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS DISTRIBUTED TO MEMBERS OF THE BOARD FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST AND ON THE NEW MEXICO ATTORNEY GENERAL'S PUBLIC CHARITABLE REGISTRAR DATABASE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NM
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00

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.$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