Civic Intelligence

New Mexico State Bar Foundation

EIN 85-0390079 • 501(c)3 • Albuquerque, NM

Profile

To provide high quality, affordable, professional training and education programs and services to the new mexico legal community. Additionally, the organization sponsors, promotes, and assists social welfare projects and programs for the benefit and well-being of persons in new mexico.

5121 Masthead Rd NEAlbuquerque, NM 87109

www.sbnm.org

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.43x

Higher debt load relative to assets than 82% of similar nonprofits.

NTEE Z • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.24x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

34th percentile

-1.8%

Higher net margin than 34% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

87th percentile

$184,244

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

NTEE Z • $1M-$5M nonprofits • Source year 2024

Asset Growth

31st percentile

-2.3%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

62nd percentile

16%

Faster revenue growth than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Down

$1,162,763

Down $27,352 (-2.3%) from 2023

Liabilities

Down

$496,398

Down $131,803 (-21%) from 2023

Net Assets

Up

$666,365

Up $104,451 (+19%) from 2023

Revenue

Up

$2,047,303

Up $276,706 (+16%) from 2023

Expenses

Up

$2,083,824

Up $519,333 (+33%) from 2023

Net Income

Down

-$36,521

Down $242,627 (-118%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $1,766,323Liabilities 2010: $497,346Net Assets 2010: $1,268,9772010Assets 2011: $2,447,169Liabilities 2011: $1,342,969Net Assets 2011: $1,104,2002011Assets 2012: $1,076,025Liabilities 2012: $231,413Net Assets 2012: $844,6122012Assets 2013: $1,132,950Liabilities 2013: $409,984Net Assets 2013: $722,9662013Assets 2014: $1,398,321Liabilities 2014: $1,123,021Net Assets 2014: $275,3002014Assets 2015: $1,117,252Liabilities 2015: $984,932Net Assets 2015: $132,3202015Assets 2016: $1,132,460Liabilities 2016: $1,173,650Net Assets 2016: -$41,1902016Assets 2017: $1,308,817Liabilities 2017: $1,506,705Net Assets 2017: -$197,8882017Assets 2018: $1,523,745Liabilities 2018: $1,678,936Net Assets 2018: -$155,1912018Assets 2019: $1,498,592Liabilities 2019: $1,660,763Net Assets 2019: -$162,1712019Assets 2020: $1,130,770Liabilities 2020: $1,175,595Net Assets 2020: -$44,8252020Assets 2021: $1,272,594Liabilities 2021: $1,043,720Net Assets 2021: $228,8742021Assets 2022: $1,051,990Liabilities 2022: $696,182Net Assets 2022: $355,8082022Assets 2023: $1,190,115Liabilities 2023: $628,201Net Assets 2023: $561,9142023Assets 2024: $1,162,763Liabilities 2024: $496,398Net Assets 2024: $666,3652024

Highlighted filing

2024

Assets$1,162,763
Liabilities$496,398
Net Assets$666,365

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,349,1382010Expenses 2011: $1,352,4662011Expenses 2012: $1,221,9882012Revenue 2013: $1,055,157Expenses 2013: $1,205,040Net Income 2013: -$149,8832013Revenue 2014: $1,142,797Expenses 2014: $1,301,700Net Income 2014: -$158,9032014Revenue 2015: $1,186,507Expenses 2015: $1,329,487Net Income 2015: -$142,9802015Revenue 2016: $1,374,198Expenses 2016: $1,547,708Net Income 2016: -$173,5102016Revenue 2017: $1,343,343Expenses 2017: $1,500,041Net Income 2017: -$156,6982017Revenue 2018: $1,424,454Expenses 2018: $1,381,757Net Income 2018: $42,6972018Revenue 2019: $1,320,837Expenses 2019: $1,327,819Net Income 2019: -$6,9822019Revenue 2020: $1,231,514Expenses 2020: $1,114,168Net Income 2020: $117,3462020Revenue 2021: $1,346,209Expenses 2021: $1,072,510Net Income 2021: $273,6992021Revenue 2022: $1,531,237Expenses 2022: $1,404,303Net Income 2022: $126,9342022Revenue 2023: $1,770,597Expenses 2023: $1,564,491Net Income 2023: $206,1062023Revenue 2024: $2,047,303Expenses 2024: $2,083,824Net Income 2024: -$36,5212024

Highlighted filing

2024

Revenue$2,047,303
Expenses$2,083,824
Net Income-$36,521

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.16$0.50$0.67$2.05$2.08$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.19$0.63$0.56$1.77$1.56$0.21
2022Detailed filing. Detailed filing data is available for this year.$1.05$0.70$0.36$1.53$1.40$0.13
2021Detailed filing. Detailed filing data is available for this year.$1.27$1.04$0.23$1.35$1.07$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.13$1.18$0.04$1.23$1.11$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.50$1.66$0.16$1.32$1.33$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.52$1.68$0.16$1.42$1.38$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.31$1.51$0.20$1.34$1.50$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.13$1.17$0.04$1.37$1.55$0.17
2015Detailed filing. Detailed filing data is available for this year.$1.12$0.98$0.13$1.19$1.33$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.40$1.12$0.28$1.14$1.30$0.16
2013Detailed filing. Detailed filing data is available for this year.$1.13$0.41$0.72$1.06$1.21$0.15
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.23$0.84$1.22
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.45$1.34$1.10$1.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.50$1.27$1.35
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
$2,047,303
Mission and Program Overview

Mission

To provide high quality, affordable, professional training and education programs and services to the new mexico legal community. Additionally, the organization sponsors, promotes, and assists social welfare projects and programs for the benefit and well-being of persons in new mexico.

The purposes of the new mexico state bar foundation are to provide high quality, affordable professional training and education programs and services primarily to the new mexico legal community (center for legal education). Additionally, the new mexico state bar foundation sponsors, promotes, and assists social welfare projects and programs for the benefit and well-being of persons in the state of new mexico, including projects and programs for the public. The new mexico state bar foundation programs relate to legal services for needy and elderly persons (modest means helpline and legal resources for the elderly program). The new mexico state bar foundation's educational services include producing and providing quality continuing legal education programs in various formats to members statwide (center for legal education).

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$571,299$553,294▼ $18,005
Cash and Non-Interest-Bearing Accounts$489,122$478,943▼ $10,179
Accounts Receivable$101,006$119,662▲ $18,656
Pledges and Grants Receivable$19,281--
Prepaid Expenses and Deferred Charges$9,407$10,864▲ $1,457
Total Assets$1,190,115$1,162,763▼ $27,352
Liabilities
Other Liabilities$520,112$362,697▼ $157,415
Accounts Payable and Accrued Expenses$108,089$133,701▲ $25,612
Total Liabilities$628,201$496,398▼ $131,803
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$545,882$644,171▲ $98,289
Net Assets With Donor Restrictions$16,032$22,194▲ $6,162
Total Net Assets Fund Balance$561,914$666,365▲ $104,451
Total Liabilities and Net Assets / Fund Balance$1,190,115$1,162,763▼ $27,352

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$277,653$745,508$1,023,161
Land$202,110-$202,110
Equipment$29,005$64,709$93,714
Leasehold Improvements$44,526$16,948$61,474
Compensation and Service Providers

Employees

NameTitleOtherTotal
Richard B SpinelloExecutive Di$184,244$184,244

Board Members and Trustees

NameTitle
Gerald DixonPresident
Stefanie DavisPresident-el
Allison Block-chavezBoard Member
Lucy SinkularBoard Member
Mitchell MenderBoard Member
Rosenda Chavez-laraBoard Member
Stephanie WagnerBoard Member
Richard B SpinelloExecutive Director
Hon Carl ButkusPast Preside
Elizabeth TravisSecretary-tr
Revenue and Support

Revenue Composition

Contributions and Grants
$1,127,943
Program Service Revenue
$898,795
Investment Income
$1,282
Other Revenue
$19,283
All Other Contributions
$202,956
Change in Net Assets
$-36,521

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,047,303
Revenue Not Reported on Form 990
$140,972
Total Revenue per Audited Statements
$2,188,275
Total Revenue per Form 990
$2,047,303
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,461,131
Other Expenses$622,693
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,267,516--$1,267,516
Information Technology$147,056--$147,056
Occupancy$113,432--$113,432
Payroll Taxes$89,509--$89,509
Other Employee Benefits$84,424--$84,424
Depreciation Depletion$43,582--$43,582
Office Expenses$22,502$3,969-$26,471
Fees for Services Other-$25,182-$25,182
Pension Plan Contributions$19,682--$19,682
Conferences and Meetings$2,863$6,126-$8,989
Other Expenses$4,016$7,662-$4,016
Insurance$3,174--$3,174
All Other Expenses$2,795$138-$2,933
Advertising$1,626--$1,626
Total Functional Expenses$2,040,747$43,077$0$2,083,824

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,083,824
Total Expenses per Audited Statements$2,083,824
Total Expenses per Form 990$2,083,824
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Richard SpinelloExec DirectorFood PurchasesNo$24,772
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Intercompany Payable$247,480
Pass Through Obligations$115,217
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 7A

The state bar of new mexico has the right to appoint all members of the entity's governing body.

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

The form 990 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

The foundation board consists of 5 members that serve on the nm state bar board of bar commissioners (bbc), three active attorneys that are not bbc members, and one member of the public who is not an attorney. Any new foundation board members will learn about the conflict of interest policy during their board orientation.

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

The executive director is compensated by the state bar of nm, a related tax exempt organization. Below is the state bar procedure for determining his compensation: 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 association of a similar size. Discussions regarding the executive director's compensation arrangement are documented in meeting notes from the board of bar commissioners' executive director review committee. The executive director determines compensation of the key employees.

Form 990, Page 6, Part VI, Line 19

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

Filing and Contact Details

Filer

Filer Name
New Mexico State Bar Foundation
EIN
85-0390079
Phone
5057976000
Address
5121 MASTHEAD RD NE, ALBUQUERQUE, NM 87109

Signing Officer

Name
Richard B Spinello
Title
Executive Director
Phone
5057976000
Signed
2025-11-13

Organization Details

Principal Officer
Richard B Spinello
Formed
1991
Legal Domicile
Nm
Voting Board Members
9
Independent Board Members
9
Employees
22
Volunteers
1,000

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 - ORGANIZATION'S MISSION

To provide high quality, affordable, professional training and education programs and services to the new mexico legal community. Additionally, the organization sponsors, promotes, and assists social welfare projects and programs for the benefit and well-being of persons in new mexico.

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

The foundation provides legal services to the elderly through its legal resources for the elderly program (lrep). Lrep assists individuals 55 years of age and older in finding legal representation for civil legal issues by referring cases to volunteer attorneys throughout new mexico. Lrep is funded through a contract with the state of new mexico aging and long-term services department. As with most contracts and grants, funding is subject to possible future cutbacks. The foundation also operates the modest means helpline which is a civil legal telephone helpline for new mexico residents of modest means. The helpline was created through the efforts of the access to justice commission, the state bar of new mexico, and the foundation, and is funded through a contract with the state of new mexico administrative office of the courts. As with most contracts and grants, funding is subject to possible future cutbacks.

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

Pro bono committees- the foundation adminsiters funding provided by attorney contributions for use by the pro bono committees of the individual judicial districts throughout new mexico. Services provided to new mexico residents include quality legal services to low-income clients and those who live in rural areas of the state. The modest means helpline (mmh) is a civil legal telephone helpline and pro bono referral service for new mexico residents of modest means. Mmh's staff attorneys provide legal advice over the phone and, if appropriate, may refer the case to pro bono attorneys for legal advice up to limited or full representation.

Form 990, Part XI, Line 9

Fundraising expenses 0 fundraising expenses 0

Financial Statement Notes

Schedule D, Page 3, Part X

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 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

FUNDRAISING EXPENSES 0

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

FUNDRAISING EXPENSES 0

Raw XML AppendixShowing 400 of 517 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/ActivityOrMissionDesc0THE PURPOSES OF THE NEW MEXICO STATE BAR FOUNDATION ARE TO PROVIDE HIGH QUALITY, AFFORDABLE PROFESSIONAL TRAINING AND EDUCATION PROGRAMS AND SERVICES PRIMARILY TO THE NEW MEXICO LEGAL COMMUNITY (CENTER FOR LEGAL EDUCATION). ADDITIONALLY, THE NEW MEXICO STATE BAR FOUNDATION SPONSORS, PROMOTES, AND ASSISTS SOCIAL WELFARE PROJECTS AND PROGRAMS FOR THE BENEFIT AND WELL-BEING OF PERSONS IN THE STATE OF NEW MEXICO, INCLUDING PROJECTS AND PROGRAMS FOR THE PUBLIC. THE NEW MEXICO STATE BAR FOUNDATION PROGRAMS RELATE TO LEGAL SERVICES FOR NEEDY AND ELDERLY PERSONS (MODEST MEANS HELPLINE AND LEGAL RESOURCES FOR THE ELDERLY PROGRAM). THE NEW MEXICO STATE BAR FOUNDATION'S EDUCATIONAL SERVICES INCLUDE PRODUCING AND PROVIDING QUALITY CONTINUING LEGAL EDUCATION PROGRAMS IN VARIOUS FORMATS TO MEMBERS STATWIDE (CENTER FOR LEGAL EDUCATION).
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IRS990/ProgSrvcAccomActy2Grp/Desc0CLE IS A NEW MEXICO ACCREDITED CONTINUING LEGAL EDUCATION COURSE PROVIDER DEDICATED TO PROVIDING HIGH-QUALITY, AFFORDABLE, EDUCATIONAL PROGRAMS TO THE LEGAL COMMUNITY. CLE OFFERS A FULL RANGE OF EDUCATIONAL SERVICES, INCLUDING LIVE SEMINARS PROGRAMS, LIVE LEGAL EDUCATION TELECONFERENCES, AUDIO AND VIDEO RECORDINGS, PUBLICATIONS, AND OTHER PROFESSIONAL SERVICES TO MEET SPECIAL TRAINING NEEDS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0BAR CENTER/PROFESSIONAL DEVELOPMENT CENTER (PDC)- THE BAR CENTER OFFERS USE OF ROOMS AS A SERVICE TO MEMBERS OF THE STATE BAR AT A DISCOUNTED RATE. THE ROOMS ARE ALSO AVAILABLE TO RENT TO OUTSIDE GROUPS, CONTINUING LEGAL EDUCATION PROVIDERS, AND LAW-RELATED ENTITIES.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0PRO BONO COMMITTEES- THE FOUNDATION ADMINSITERS FUNDING PROVIDED BY ATTORNEY CONTRIBUTIONS FOR USE BY THE PRO BONO COMMITTEES OF THE INDIVIDUAL JUDICIAL DISTRICTS THROUGHOUT NEW MEXICO. SERVICES PROVIDED TO NEW MEXICO RESIDENTS INCLUDE QUALITY LEGAL SERVICES TO LOW-INCOME CLIENTS AND THOSE WHO LIVE IN RURAL AREAS OF THE STATE. THE MODEST MEANS HELPLINE (MMH) IS A CIVIL LEGAL TELEPHONE HELPLINE AND PRO BONO REFERRAL SERVICE FOR NEW MEXICO RESIDENTS OF MODEST MEANS. MMH'S STAFF ATTORNEYS PROVIDE LEGAL ADVICE OVER THE PHONE AND, IF APPROPRIATE, MAY REFER THE CASE TO PRO BONO ATTORNEYS FOR LEGAL ADVICE UP TO LIMITED OR FULL REPRESENTATION.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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 AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S OPEN AUDIT PERIODS ARE FOR THE YEARS ENDING DECEMBER 31, 2021 AND AFTER.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1FUNDRAISING EXPENSES 0
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2FUNDRAISING EXPENSES 0
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 4B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 4, PART XII, LINE 4B
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RICHARD B SPINELLO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
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IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE STATE BAR OF NEW MEXICO, THE RELATED ORGANIZATION, CHECKS THE FOLLOWING BOXES: - COMPENSATION COMMITTEE - WRITTEN EMPLOYMENT AGREEMENT - COMPENSATION SURVEY OR SURVEY - APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE THE STATE BAR OF NM ALSO PROVIDED THE FOLLOWING EXPLANATION FOR LINE 3: THE BOARD OF BAR COMMISSIONERS DETERMINE THE EXECUTIVE DIRECTOR'S COMPENSATION BASED ON COMPENSATION DATA REPORTED BY THE AMERICAN BAR ASSOCIATION FOR OTHER EXECUTIVE DIRECTORS AT STATE BAR ASSOCIATIONS OF A SIMILAR SIZE.
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0RICHARD SPINELLO
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0EXEC DIRECTOR
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0FOOD PURCHASES
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0RICHARD SPINELLO, EXECUTIVE DIRECTOR FOR THE NEW MEXICO STATE BAR FOUNDATION OWNS A FINANCIAL INTEREST IN TWO VENDORS, JUP D/B/A THE DAILY GRIND, AND CARUSOS, WHICH PROVIDE CATERING SERVICES FOR SOME OF THE CONTINUING LEGAL EDUCATION COURSES AND VARIOUS OTHER MEETINGS.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE HIGH QUALITY, AFFORDABLE, PROFESSIONAL TRAINING AND EDUCATION PROGRAMS AND SERVICES TO THE NEW MEXICO LEGAL COMMUNITY. ADDITIONALLY, THE ORGANIZATION SPONSORS, PROMOTES, AND ASSISTS SOCIAL WELFARE PROJECTS AND PROGRAMS FOR THE BENEFIT AND WELL-BEING OF PERSONS IN NEW MEXICO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION PROVIDES LEGAL SERVICES TO THE ELDERLY THROUGH ITS LEGAL RESOURCES FOR THE ELDERLY PROGRAM (LREP). LREP ASSISTS INDIVIDUALS 55 YEARS OF AGE AND OLDER IN FINDING LEGAL REPRESENTATION FOR CIVIL LEGAL ISSUES BY REFERRING CASES TO VOLUNTEER ATTORNEYS THROUGHOUT NEW MEXICO. LREP IS FUNDED THROUGH A CONTRACT WITH THE STATE OF NEW MEXICO AGING AND LONG-TERM SERVICES DEPARTMENT. AS WITH MOST CONTRACTS AND GRANTS, FUNDING IS SUBJECT TO POSSIBLE FUTURE CUTBACKS. THE FOUNDATION ALSO OPERATES THE MODEST MEANS HELPLINE WHICH IS A CIVIL LEGAL TELEPHONE HELPLINE FOR NEW MEXICO RESIDENTS OF MODEST MEANS. THE HELPLINE WAS CREATED THROUGH THE EFFORTS OF THE ACCESS TO JUSTICE COMMISSION, THE STATE BAR OF NEW MEXICO, AND THE FOUNDATION, AND IS FUNDED THROUGH A CONTRACT WITH THE STATE OF NEW MEXICO ADMINISTRATIVE OFFICE OF THE COURTS. AS WITH MOST CONTRACTS AND GRANTS, FUNDING IS SUBJECT TO POSSIBLE FUTURE CUTBACKS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRO BONO COMMITTEES- THE FOUNDATION ADMINSITERS FUNDING PROVIDED BY ATTORNEY CONTRIBUTIONS FOR USE BY THE PRO BONO COMMITTEES OF THE INDIVIDUAL JUDICIAL DISTRICTS THROUGHOUT NEW MEXICO. SERVICES PROVIDED TO NEW MEXICO RESIDENTS INCLUDE QUALITY LEGAL SERVICES TO LOW-INCOME CLIENTS AND THOSE WHO LIVE IN RURAL AREAS OF THE STATE. THE MODEST MEANS HELPLINE (MMH) IS A CIVIL LEGAL TELEPHONE HELPLINE AND PRO BONO REFERRAL SERVICE FOR NEW MEXICO RESIDENTS OF MODEST MEANS. MMH'S STAFF ATTORNEYS PROVIDE LEGAL ADVICE OVER THE PHONE AND, IF APPROPRIATE, MAY REFER THE CASE TO PRO BONO ATTORNEYS FOR LEGAL ADVICE UP TO LIMITED OR FULL REPRESENTATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE STATE BAR OF NEW MEXICO HAS THE RIGHT TO APPOINT ALL MEMBERS OF THE ENTITY'S GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND EXECUTIVE COMMITTEE OF THE BOARD, AND THE FULL BOARD IS NOTIFIED OF ITS AVAILABILITY PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE FOUNDATION BOARD CONSISTS OF 5 MEMBERS THAT SERVE ON THE NM STATE BAR BOARD OF BAR COMMISSIONERS (BBC), THREE ACTIVE ATTORNEYS THAT ARE NOT BBC MEMBERS, AND ONE MEMBER OF THE PUBLIC WHO IS NOT AN ATTORNEY. ANY NEW FOUNDATION BOARD MEMBERS WILL LEARN ABOUT THE CONFLICT OF INTEREST POLICY DURING THEIR BOARD ORIENTATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE EXECUTIVE DIRECTOR IS COMPENSATED BY THE STATE BAR OF NM, A RELATED TAX EXEMPT ORGANIZATION. BELOW IS THE STATE BAR PROCEDURE FOR DETERMINING HIS COMPENSATION: 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 ASSOCIATION OF A SIMILAR SIZE. DISCUSSIONS REGARDING THE EXECUTIVE DIRECTOR'S COMPENSATION ARRANGEMENT ARE DOCUMENTED IN MEETING NOTES FROM THE BOARD OF BAR COMMISSIONERS' EXECUTIVE DIRECTOR REVIEW COMMITTEE. THE EXECUTIVE DIRECTOR DETERMINES COMPENSATION OF THE KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IT ALSO MAKES ITS AUDITED FINANCIAL STATEMENTS AVAILABLE ON ITS WEBSITE. IT DOES NOT MAKE ITS CONFLICT OF INEREST POLICY AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8FUNDRAISING EXPENSES 0 FUNDRAISING EXPENSES 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990, PART XI, LINE 9
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