Form 990-ez, Page 1, Item B
“Balance sheets (specifically: cash, savings, and investments) were presented incorrectly on the initial 990-ez. This amended 990-ez provides the correct amount of cash/savings in the bank accounts of this entity.”
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Balance Sheet
Assets
$1,240
No earlier filing loaded for comparison.
Net Assets
$1,240
No earlier filing loaded for comparison.
Liabilities
-
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
$100
No earlier filing loaded for comparison.
Expenses
-
No earlier filing loaded for comparison.
Net Income
-
No earlier filing loaded for comparison.
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2022 to Dec 31, 2022
- Signed
- Jun 23, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $100
Mission and Program Overview
Mission
(a) the primary purpose of the organization is to acquire through lease or purchase property on which to build or renovate a chapter house or lodge for the new mexico alpha chapter ("local chapter") of phi delta theta ("national fraternity") on the campus of the university of new mexico ("unm") in albuquerque, new mexico. Once it is completed, the local chapter will occupy the lodge or chapter house. The organization will sublet the property to the local chapter; rental income will be enough to cover the operating costs. (b) the activity will commence with the signing of a purchase agreement or lease with unm for property located at 1705 mesa vista road ne, in albuquerque, new mexico. (c) the activity will be conducted by the organization's board of directors and the members of the local chapter under the general oversight of organization, unm, and the national fraternity.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| (A) THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO ACQUIRE THROUGH LEASE OR PURCHASE PROPERTY ON WHICH TO BUILD OR RENOVATE A CHAPTER HOUSE OR LODGE FOR THE NEW MEXICO ALPHA CHAPTER ("LOCAL CHAPTER") OF PHI DELTA THETA ("NATIONAL FRATERNITY") ON THE CAMPUS OF THE UNIVERSITY OF NEW MEXICO ("UNM") IN ALBUQUERQUE, NEW MEXICO. ONCE IT IS COMPLETED, THE LOCAL CHAPTER WILL OCCUPY THE LODGE OR CHAPTER HOUSE. THE ORGANIZATION WILL SUBLET THE PROPERTY TO THE LOCAL CHAPTER; RENTAL INCOME WILL BE ENOUGH TO COVER THE OPERATING COSTS. (B) THE ACTIVITY WILL COMMENCE WITH THE SIGNING OF A PURCHASE AGREEMENT OR LEASE WITH UNM FOR PROPERTY LOCATED AT 1705 MESA VISTA ROAD NE, IN ALBUQUERQUE, NEW MEXICO. (C) THE ACTIVITY WILL BE CONDUCTED BY THE ORGANIZATION'S BOARD OF DIRECTORS AND THE MEMBERS OF THE LOCAL CHAPTER UNDER THE GENERAL OVERSIGHT OF ORGANIZATION, UNM, AND THE NATIONAL FRATERNITY. | - | - |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| JOHN L JONES | President/Di | - | $0 | - | - |
| MICHAEL PADILLA | VP/Director | - | $0 | - | - |
| JOSEPH EDWARD | Secretary/Di | - | $0 | - | - |
| KIM MURPHY | Director | - | $0 | - | - |
| FRANK BARELA | Director | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- New Mexico Phi Education Inc
- EIN
- 85-0384057
- Phone
- 5056043456
- Address
- 7713 SIERRA AZUL AVE NE, ALBUQUERQUE, NM 87110
Signing Officer
- Name
- John L Jones
- Title
- President/director
- Phone
- 5056043456
- Signed
- 2023-06-23
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Baca & Howard Pc
- Address
- 2155 LOUISIANA NE SUITE 7000, ALBUQUERQUE, NM 87110-5484
- Preparer
- Carmen Zimmer CPA
- Phone
- 5052003800
Supplemental Narrative
Additional Explanations
Form 990-ez, Part III
“(a) the primary purpose of the organization is to acquire through lease or purchase property on which to build or renovate a chapter house or lodge for the new mexico alpha chapter ("local chapter") of phi delta theta ("national fraternity") on the campus of the university of new mexico ("unm") in albuquerque, new mexico. Once it is completed, the local chapter will occupy the lodge or chapter house. The organization will sublet the property to the local chapter; rental income will be enough to cover the operating costs. (b) the activity will commence with the signing of a purchase agreement or lease with unm for property located at 1705 mesa vista road ne, in albuquerque, new mexico. (c) the activity will be conducted by the organization's board of directors and the members of the local chapter under the general oversight of organization, unm, and the national fraternity.”
Form 990-ez, Part III, Line 28
“(a) the primary purpose of the organization is to acquire through lease or purchase property on which to build or renovate a chapter house or lodge for the new mexico alpha chapter ("local chapter") of phi delta theta ("national fraternity") on the campus of the university of new mexico ("unm") in albuquerque, new mexico. Once it is completed, the local chapter will occupy the lodge or chapter house. The organization will sublet the property to the local chapter; rental income will be enough to cover the operating costs. (b) the activity will commence with the signing of a purchase agreement or lease with unm for property located at 1705 mesa vista road ne, in albuquerque, new mexico. (c) the activity will be conducted by the organization's board of directors and the members of the local chapter under the general oversight of organization, unm, and the national fraternity.”
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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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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JOSEPH EDWARD |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | KIM MURPHY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | FRANK BARELA |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DIRECTOR |
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| IRS990EZ/PrimaryExemptPurposeTxt | 0 | (A) THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO ACQUIRE THROUGH LEASE OR PURCHASE PROPERTY ON WHICH TO BUILD OR RENOVATE A CHAPTER HOUSE OR LODGE FOR THE NEW MEXICO ALPHA CHAPTER ("LOCAL CHAPTER") OF PHI DELTA THETA ("NATIONAL FRATERNITY") ON THE CAMPUS OF THE UNIVERSITY OF NEW MEXICO ("UNM") IN ALBUQUERQUE, NEW MEXICO. ONCE IT IS COMPLETED, THE LOCAL CHAPTER WILL OCCUPY THE LODGE OR CHAPTER HOUSE. THE ORGANIZATION WILL SUBLET THE PROPERTY TO THE LOCAL CHAPTER; RENTAL INCOME WILL BE ENOUGH TO COVER THE OPERATING COSTS. (B) THE ACTIVITY WILL COMMENCE WITH THE SIGNING OF A PURCHASE AGREEMENT OR LEASE WITH UNM FOR PROPERTY LOCATED AT 1705 MESA VISTA ROAD NE, IN ALBUQUERQUE, NEW MEXICO. (C) THE ACTIVITY WILL BE CONDUCTED BY THE ORGANIZATION'S BOARD OF DIRECTORS AND THE MEMBERS OF THE LOCAL CHAPTER UNDER THE GENERAL OVERSIGHT OF ORGANIZATION, UNM, AND THE NATIONAL FRATERNITY. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | (A) THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO ACQUIRE THROUGH LEASE OR PURCHASE PROPERTY ON WHICH TO BUILD OR RENOVATE A CHAPTER HOUSE OR LODGE FOR THE NEW MEXICO ALPHA CHAPTER ("LOCAL CHAPTER") OF PHI DELTA THETA ("NATIONAL FRATERNITY") ON THE CAMPUS OF THE UNIVERSITY OF NEW MEXICO ("UNM") IN ALBUQUERQUE, NEW MEXICO. ONCE IT IS COMPLETED, THE LOCAL CHAPTER WILL OCCUPY THE LODGE OR CHAPTER HOUSE. THE ORGANIZATION WILL SUBLET THE PROPERTY TO THE LOCAL CHAPTER; RENTAL INCOME WILL BE ENOUGH TO COVER THE OPERATING COSTS. (B) THE ACTIVITY WILL COMMENCE WITH THE SIGNING OF A PURCHASE AGREEMENT OR LEASE WITH UNM FOR PROPERTY LOCATED AT 1705 MESA VISTA ROAD NE, IN ALBUQUERQUE, NEW MEXICO. (C) THE ACTIVITY WILL BE CONDUCTED BY THE ORGANIZATION'S BOARD OF DIRECTORS AND THE MEMBERS OF THE LOCAL CHAPTER UNDER THE GENERAL OVERSIGHT OF ORGANIZATION, UNM, AND THE NATIONAL FRATERNITY. |
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| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalRevenueAmt | 0 | 100 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | BALANCE SHEETS (SPECIFICALLY: CASH, SAVINGS, AND INVESTMENTS) WERE PRESENTED INCORRECTLY ON THE INITIAL 990-EZ. THIS AMENDED 990-EZ PROVIDES THE CORRECT AMOUNT OF CASH/SAVINGS IN THE BANK ACCOUNTS OF THIS ENTITY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | (A) THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO ACQUIRE THROUGH LEASE OR PURCHASE PROPERTY ON WHICH TO BUILD OR RENOVATE A CHAPTER HOUSE OR LODGE FOR THE NEW MEXICO ALPHA CHAPTER ("LOCAL CHAPTER") OF PHI DELTA THETA ("NATIONAL FRATERNITY") ON THE CAMPUS OF THE UNIVERSITY OF NEW MEXICO ("UNM") IN ALBUQUERQUE, NEW MEXICO. ONCE IT IS COMPLETED, THE LOCAL CHAPTER WILL OCCUPY THE LODGE OR CHAPTER HOUSE. THE ORGANIZATION WILL SUBLET THE PROPERTY TO THE LOCAL CHAPTER; RENTAL INCOME WILL BE ENOUGH TO COVER THE OPERATING COSTS. (B) THE ACTIVITY WILL COMMENCE WITH THE SIGNING OF A PURCHASE AGREEMENT OR LEASE WITH UNM FOR PROPERTY LOCATED AT 1705 MESA VISTA ROAD NE, IN ALBUQUERQUE, NEW MEXICO. (C) THE ACTIVITY WILL BE CONDUCTED BY THE ORGANIZATION'S BOARD OF DIRECTORS AND THE MEMBERS OF THE LOCAL CHAPTER UNDER THE GENERAL OVERSIGHT OF ORGANIZATION, UNM, AND THE NATIONAL FRATERNITY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | (A) THE PRIMARY PURPOSE OF THE ORGANIZATION IS TO ACQUIRE THROUGH LEASE OR PURCHASE PROPERTY ON WHICH TO BUILD OR RENOVATE A CHAPTER HOUSE OR LODGE FOR THE NEW MEXICO ALPHA CHAPTER ("LOCAL CHAPTER") OF PHI DELTA THETA ("NATIONAL FRATERNITY") ON THE CAMPUS OF THE UNIVERSITY OF NEW MEXICO ("UNM") IN ALBUQUERQUE, NEW MEXICO. ONCE IT IS COMPLETED, THE LOCAL CHAPTER WILL OCCUPY THE LODGE OR CHAPTER HOUSE. THE ORGANIZATION WILL SUBLET THE PROPERTY TO THE LOCAL CHAPTER; RENTAL INCOME WILL BE ENOUGH TO COVER THE OPERATING COSTS. (B) THE ACTIVITY WILL COMMENCE WITH THE SIGNING OF A PURCHASE AGREEMENT OR LEASE WITH UNM FOR PROPERTY LOCATED AT 1705 MESA VISTA ROAD NE, IN ALBUQUERQUE, NEW MEXICO. (C) THE ACTIVITY WILL BE CONDUCTED BY THE ORGANIZATION'S BOARD OF DIRECTORS AND THE MEMBERS OF THE LOCAL CHAPTER UNDER THE GENERAL OVERSIGHT OF ORGANIZATION, UNM, AND THE NATIONAL FRATERNITY. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PAGE 1, ITEM B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III, LINE 28 |
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| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2023-06-23 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | CARMEN ZIMMER CPA |
| ReturnHeader/ReturnTs | 0 | 2023-06-26T11:59:04-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | JOHN |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | JONES |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $1,240
- Liabilities
- -
- Net assets
- $1,240
- Revenue
- $100
- Expenses
- -
- Net income
- -
| Balance Sheet | Operations | |||||
|---|---|---|---|---|---|---|
| Year | Assets | Liabilities | Net Assets | Revenue | Expenses | Net Income |
| 2023Detailed filing. Detailed filing data is available for this year. | $3.88 | $0.00 | $3.88 | $3.87 | $0.00 | $3.87 |
| 2022Detailed filing. Detailed filing data is available for this year. | $0.06 | $0.06 | $0.00 | |||
| 2022Detailed filing. Detailed filing data is available for this year. | $0.01 | $0.01 | $0.00 | |||