Civic Intelligence

Dreamspring

990 • Fiscal year 2014 • EIN 85-0417347

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 23, 2015

Organization ProfileWWW.ACCIONNM.ORG
2000 Zearing Avenue NWAlbuquerque, NM 87104

(505) 243-8844

Siviq Scores

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

Liabilities / Assets

80th percentile

0.68x

Higher debt load relative to assets than 80% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

91st percentile

3.49x

Higher debt load relative to revenue than 91% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

81st percentile

26%

Higher net margin than 81% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

36th percentile

$193,647

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

93rd percentile

36%

Faster asset growth than 93% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

86th percentile

34%

Faster revenue growth than 86% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets80th percentile

Assets

Up

$28,912,372

Up $7,710,161 (+36%) from 2013

Net Assets

Up

$9,340,558

Up $1,292,803 (+16%) from 2013

Liabilities

Up

$19,571,814

Up $6,417,358 (+49%) from 2013

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin81st percentile

Revenue

Up

$5,609,383

Up $1,435,301 (+34%) from 2013

Expenses

Up

$4,154,828

Up $944,404 (+29%) from 2013

Net Income

Up

$1,454,555

Up $490,897 (+51%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$300M$200M$100M$0Assets 2010: $15,731,671Liabilities 2010: $8,270,402Net Assets 2010: $7,461,2692010Assets 2011: $15,745,680Liabilities 2011: $8,178,864Net Assets 2011: $7,566,8162011Assets 2012: $17,398,525Liabilities 2012: $8,594,013Net Assets 2012: $8,804,5122012Assets 2013: $21,202,211Liabilities 2013: $13,154,456Net Assets 2013: $8,047,7552013Assets 2014: $28,912,372Liabilities 2014: $19,571,814Net Assets 2014: $9,340,5582014Assets 2015: $33,621,734Liabilities 2015: $22,490,714Net Assets 2015: $11,131,0202015Assets 2016: $45,026,211Liabilities 2016: $31,661,981Net Assets 2016: $13,364,2302016Assets 2017: $51,361,775Liabilities 2017: $37,757,084Net Assets 2017: $13,604,6912017Assets 2018: $56,147,046Liabilities 2018: $40,769,434Net Assets 2018: $15,377,6122018Assets 2019: $51,851,931Liabilities 2019: $38,669,968Net Assets 2019: $13,181,9632019Assets 2020: $92,025,236Liabilities 2020: $76,445,793Net Assets 2020: $15,579,4432020Assets 2021: $203,163,761Liabilities 2021: $171,176,439Net Assets 2021: $31,987,3222021Assets 2022: $95,789,629Liabilities 2022: $58,236,884Net Assets 2022: $37,552,7452022Assets 2023: $72,311,430Liabilities 2023: $47,631,443Net Assets 2023: $24,679,9872023Assets 2024: $69,204,204Liabilities 2024: $44,192,462Net Assets 2024: $25,011,7422024

Highlighted filing

2014

Assets$28,912,372
Liabilities$19,571,814
Net Assets$9,340,558
Open 2014 Filing

Operations Trend

Revenue Growth86th percentile

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

$30M$20M$10M$0-$10MRevenue 2010: $3,225,669Expenses 2010: $3,223,050Net Income 2010: $2,6192010Revenue 2011: $2,777,972Expenses 2011: $2,676,127Net Income 2011: $101,8452011Expenses 2012: $2,936,2732012Revenue 2013: $4,174,082Expenses 2013: $3,210,424Net Income 2013: $963,6582013Revenue 2014: $5,609,383Expenses 2014: $4,154,828Net Income 2014: $1,454,5552014Revenue 2015: $7,409,366Expenses 2015: $5,642,478Net Income 2015: $1,766,8882015Revenue 2016: $9,015,993Expenses 2016: $6,925,469Net Income 2016: $2,090,5242016Revenue 2017: $8,329,686Expenses 2017: $8,277,592Net Income 2017: $52,0942017Revenue 2018: $11,707,473Expenses 2018: $9,848,681Net Income 2018: $1,858,7922018Revenue 2019: $9,666,881Expenses 2019: $12,190,987Net Income 2019: -$2,524,1062019Revenue 2020: $17,695,562Expenses 2020: $15,515,956Net Income 2020: $2,179,6062020Revenue 2021: $25,298,598Expenses 2021: $9,091,537Net Income 2021: $16,207,0612021Revenue 2022: $25,867,927Expenses 2022: $20,150,364Net Income 2022: $5,717,5632022Revenue 2023: $14,674,824Expenses 2023: $23,123,632Net Income 2023: -$8,448,8082023Revenue 2024: $14,527,292Expenses 2024: $14,283,162Net Income 2024: $244,1302024

Highlighted filing

2014

Revenue$5,609,383
Expenses$4,154,828
Net Income$1,454,555
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 23, 2015
Return Version
2014v5.0
Gross Receipts
$6,812,413
Mission and Program Overview

Mission

Dreamspring provides tools to help small businesses operate, grow or start their businesses. We increase access to business credit, make loans and provide training to help entrepreneurs thrive.

Accion new mexico provides tools to help small businesses operate, grow or start their businesses. We increase access to business credit, make loans and provide training to help entrepreneurs thrive.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$11,418,221$16,882,214▲ $5,463,993
Cash and Non-Interest-Bearing Accounts$2,977,248$5,697,975▲ $2,720,727
Land, Buildings, and Equipment, Net$3,266,015$3,309,711▲ $43,696
Pledges and Grants Receivable$1,655,785$1,193,185▼ $462,600
Investments in Publicly Traded Securities$1,447,722$954,198▼ $493,524
Savings and Temporary Cash Investments$71,675$523,473▲ $451,798
Accounts Receivable$57,231$102,347▲ $45,116
Prepaid Expenses and Deferred Charges$17,197$12,438▼ $4,759
Investments Other Securities$84,570$5,000▼ $79,570
Total Assets$21,202,211$28,912,372▲ $7,710,161
Other Assets Total$206,547$231,831▲ $25,284
Liabilities
Unsecured Notes Loans Payable$9,292,349$14,535,468▲ $5,243,119
Mortgage Notes Payable Secured by Investment Property$3,609,575$4,820,130▲ $1,210,555
Accounts Payable and Accrued Expenses$252,532$216,216▼ $36,316
Total Liabilities$13,154,456$19,571,814▲ $6,417,358
Net Assets / Fund Balance
Unrestricted Net Assets$5,754,657$7,120,276▲ $1,365,619
Permanently Rstr Net Assets$1,877,671$1,987,671▲ $110,000
Temporarily Rstr Net Assets$415,427$232,611▼ $182,816
Total Net Assets Fund Balance$8,047,755$9,340,558▲ $1,292,803
Total Liabilities and Net Assets / Fund Balance$21,202,211$28,912,372▲ $7,710,161

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,947,825$272,769$2,220,594
Land$1,003,216-$1,003,216
Equipment$358,670$273,780$632,450

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$1,377,671$110,000▲ $41,975$30,551$1,487,671
2013$1,376,341$1,330▲ $240,245$226,803$1,377,671
2012$1,294,069$28,680▲ $148,767$83,310$1,376,341
2011$1,150,110$6,397▲ $150,856-$1,294,069
2010$1,117,463$32,647▲ $82,170$71,791$1,150,110
Compensation and Service Providers
Top Officer Pay36th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Anne Haines YatskowitzPresident & CEOFT$193,647-$193,647
Lynn TrojahnVice Pres of AdvanceFT$140,917$6,352$147,269
Greg HendersonVice Pres of FinanceFT$76,563$6,352$82,915

Board Members and Trustees

NameTitle
Michelle CoonsChair
Lorna M WigginsImmediate Past Chair
Bob MurphyVice Chair
Bruce LeisingDirector
Carol Mayo CochranDirector
Earnest CalderonDirector
Jb HolstonDirector
John a CareyDirector
Lisa RileyDirector
Rick WadleyDirector
Vic JuryDirector
Yashoda NaidooDirector
Bill RidenourSecretary
Ray ZilercpaTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Closed Won INCSalesforce Consultant116 CENTRAL AVE SW, Albuquerque, NM 87102$193,766
Revenue and Support

Revenue Composition

Contributions and Grants
$2,948,430
Program Service Revenue
$2,335,496
Investment Income
$232,454
Other Revenue
$93,003
All Other Contributions
$1,321,134
Change in Net Assets
$1,454,555

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,502,001
Revenue Not Reported on Financial Statements
$107,382
Revenue Not Reported on Form 990
$-19,421
Other Revenue Adjustments
$93,003
Total Revenue per Audited Statements
$5,482,580
Total Revenue per Form 990
$5,609,383
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,225,589
Salaries, Compensation, and Employee Benefits$1,929,239
Total Fundraising Expense$237,097
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,076,363$88,937$68,241$1,233,541
Interest$464,152--$464,152
Current Officers, Directors, Trustees, and Key Employees$297,666$37,039$89,126$423,831
Office Expenses$160,933$5,524$8,906$175,363
Advertising$151,911-$22,197$174,108
Other Employee Benefits$116,715$10,701$13,368$140,784
Payroll Taxes$108,672$9,964$12,447$131,083
Travel$120,099-$5,004$125,103
Depreciation Depletion$97,407$9,770$8,098$115,275
Other Expenses$55,938$19,977$3,996$79,911
Fees for Services Legal$50,245$7,011$1,168$58,424
Fees for Services Other$44,876$6,262$1,044$52,182
Occupancy$33,229$3,343$2,753$39,325
Conferences and Meetings$38,649--$38,649
Fees for Services Accounting$32,217$4,495$749$37,461
Insurance$13,622$4,541-$18,163
Total Functional Expenses$3,710,167$207,564$237,097$4,154,828

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,189,770
Total Expenses per Form 990$4,154,828
Expenses per Audited Statements$4,020,173
Expenses Not Reported on Form 990$169,597
Expenses Not Reported on Financial Statements$134,655
Other Expense Adjustments$134,655
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
-James Hinton - President & CEO of Presbyterian & Former Director of AccionHealth Insurance ProviderNo$109,739
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section B, Line 11

“Draft of 990 reviewed by audit committee, and when approved then a copy is furnished to the full board of directors.”

Form 990, Part VI, Section B, Line 12C

“An annual sign off is required of all board members and staff.”

Form 990, Part VI, Section B, Line 15

“Compensation process for top official: independent compensation study is performed. Executive committee written review. Compensation process for officers: independent compensation study is performed. Ceo reviews pay. Board approves budget.”

Form 990, Part VI, Section C, Line 19

“Audited financial statements are available on our website or upon request. Governing documents and conflict of interest policy are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Accion New Mexico
EIN
85-0417347
Phone
5052438844
Address
2000 ZEARING AVENUE NW, ALBUQUERQUE, NM 87104

Signing Officer

Name
Greg Henderson
Title
Vice President of Finance
Phone
5052438844
Signed
2015-07-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Henderson
Formed
1994
Legal Domicile
Nm
Voting Board Members
14
Independent Board Members
14
Employees
40
Volunteers
25

Preparer

Firm
Atkinson & Co Ltd
Address
PO BOX 25246, ALBUQUERQUE, NM 87125
Preparer
Marty E Mathisen CPA
Phone
5058436492
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Partnership income - accion nm 2012c -20. Partnership income - accion nm 2013d -25. Partnership income - accion nm 2014e -13. Management fee -92,945. Interest expense 134,655. Other -7.”

Form 990, Part XII, Line 2C

“The audit committee assumes responsibility for oversight of the audit of its financial statements and selection of an independent accountant. This process has not changed from the previous year.”

Financial Statement Notes

PART V, LINE 4:

“The endowment funds have three uses. First the loan portfolio with a balance of $796,493, is available if needed to be used to lend to accion's clients, any write-off amounts have to be reimbursed by our operating funds. As of 12/31/14 it was all cash equivalents. Second, land or building, with a balance of $500,000, was used to purchase the land our regional headquarters building sits on. Finally, operations, with a balance of $691,178 is a traditional endowment that has been invested.”

PART X, LINE 2:

“Accion has adopted the provisions of the financial accounting standards board (fasb) accounting standards codification (asc) 740, income taxes. There were no uncertain tax positions taken by accion for the years ended december 31, 2014 and 2013. Accion's policy is to classify income tax penalties and interest, when applicable, according to their natural classification.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Partnership income - accion nm 2012c llc 20. Partnership income - accion nm 2013d llc 25. Partnership income - accion nm 2014e llc 13. Management fee 92,945.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Interest expense 134,655.”

Raw XML AppendixShowing 400 of 723 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/ActivityOrMissionDesc0ACCION NEW MEXICO PROVIDES TOOLS TO HELP SMALL BUSINESSES OPERATE, GROW OR START THEIR BUSINESSES. WE INCREASE ACCESS TO BUSINESS CREDIT, MAKE LOANS AND PROVIDE TRAINING TO HELP ENTREPRENEURS THRIVE.
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IRS990/Form990PartVIISectionAGrp/PersonNm6JB HOLSTON
IRS990/Form990PartVIISectionAGrp/PersonNm7JOHN A CAREY
IRS990/Form990PartVIISectionAGrp/PersonNm8LISA RILEY
IRS990/Form990PartVIISectionAGrp/PersonNm9LORNA M WIGGINS
IRS990/Form990PartVIISectionAGrp/PersonNm10RAY ZILERCPA
IRS990/Form990PartVIISectionAGrp/PersonNm11RICK WADLEY
IRS990/Form990PartVIISectionAGrp/PersonNm12VIC JURY
IRS990/Form990PartVIISectionAGrp/PersonNm13YASHODA NAIDOO
IRS990/Form990PartVIISectionAGrp/PersonNm14LYNN TROJAHN
IRS990/Form990PartVIISectionAGrp/PersonNm15ANNE HAINES YATSKOWITZ
IRS990/Form990PartVIISectionAGrp/PersonNm16GREG HENDERSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14140917
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15193647
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1676563
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9IMMEDIATE PAST CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRES OF ADVANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt15PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt16VICE PRES OF FINANCE
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IRS990/FormationYr01994
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0199596
IRS990/GamingActivitiesInd00
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IRS990/GovernmentGrantsAmt01627296
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01402626
IRS990/GrossReceiptsAmt06812413
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt04541
IRS990/InsuranceGrp/ProgramServicesAmt013622
IRS990/InsuranceGrp/TotalAmt018163
IRS990/InterestGrp/ProgramServicesAmt0464152
IRS990/InterestGrp/TotalAmt0464152
IRS990/InvestmentExpenseAmt0-14379
IRS990/InvestmentIncomeGrp/ExclusionAmt032858
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt032858
IRS990/InvestmentInJointVentureInd01
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt084570
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05000
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01447722
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0954198
IRS990/IRPDocumentCnt029
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0546549
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03266015
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03309711
IRS990/LandBldgEquipCostOrOtherBssAmt03856260
IRS990/LegalDomicileStateCd0NM
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01203030
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt013
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt013
IRS990/MissionDesc0ACCION NEW MEXICO PROVIDES TOOLS TO HELP SMALL BUSINESSES OPERATE, GROW OR START THEIR BUSINESSES. WE INCREASE ACCESS TO BUSINESS CREDIT, MAKE LOANS AND PROVIDE TRAINING TO HELP ENTREPRENEURS THRIVE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03609575
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt04820130
IRS990/NetAssetsOrFundBalancesBOYAmt08047755
IRS990/NetAssetsOrFundBalancesEOYAmt09340558
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0199596
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0199596
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-189018
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02753
IRS990/OccupancyGrp/ManagementAndGeneralAmt03343
IRS990/OccupancyGrp/ProgramServicesAmt033229
IRS990/OccupancyGrp/TotalAmt039325
IRS990/OfficeExpensesGrp/FundraisingAmt08906
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05524
IRS990/OfficeExpensesGrp/ProgramServicesAmt0160933
IRS990/OfficeExpensesGrp/TotalAmt0175363
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0206547
IRS990/OtherAssetsTotalGrp/EOYAmt0231831
IRS990/OtherChangesInNetAssetsAmt041645
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt013368
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt010701
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0116715
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0140784
IRS990/OtherExpensesGrp/Desc0LOAN LOSS PROVISION
IRS990/OtherExpensesGrp/Desc1LOAN SERVICING EXPENSE
IRS990/OtherExpensesGrp/Desc2TEMPORARY SERVICES
IRS990/OtherExpensesGrp/FundraisingAmt03996
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt019977
IRS990/OtherExpensesGrp/ProgramServicesAmt0737741
IRS990/OtherExpensesGrp/ProgramServicesAmt1109732
IRS990/OtherExpensesGrp/ProgramServicesAmt255938
IRS990/OtherExpensesGrp/TotalAmt0737741
IRS990/OtherExpensesGrp/TotalAmt1109732
IRS990/OtherExpensesGrp/TotalAmt279911
IRS990/OtherRevenueMiscGrp/BusinessCd0522000
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0MANAGEMENT FEES
IRS990/OtherRevenueMiscGrp/Desc1PTNRSHP INC-ACCION NM 2013D LLC
IRS990/OtherRevenueMiscGrp/Desc2PTNRSHP INC-ACCION NM 2012C LLC
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt092945
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt125
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt220
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt092945
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt125
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt220
IRS990/OtherRevenueTotalAmt093003
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt068241
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt088937
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01076363
IRS990/OtherSalariesAndWagesGrp/TotalAmt01233541
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt011418221
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt016882214
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt012447
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09964
IRS990/PayrollTaxesGrp/ProgramServicesAmt0108672
IRS990/PayrollTaxesGrp/TotalAmt0131083
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01877671
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt01987671
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01655785
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01193185
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt017197
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt012438
IRS990/PrincipalOfficerNm0GREG HENDERSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0522200
IRS990/ProgramServiceRevenueGrp/BusinessCd1522200
IRS990/ProgramServiceRevenueGrp/BusinessCd2522300
IRS990/ProgramServiceRevenueGrp/Desc0LOAN INTEREST AND FEES
IRS990/ProgramServiceRevenueGrp/Desc1SECURED DEBT
IRS990/ProgramServiceRevenueGrp/Desc2WORKSHOPS/OTHER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02280327
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt154225
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2944
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02280327
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt154225
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2944
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02258821
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0227169
IRS990/PYOtherExpensesAmt01482601
IRS990/PYOtherRevenueAmt073661
IRS990/PYProgramServiceRevenueAmt01614431
IRS990/PYRevenuesLessExpensesAmt0963658
IRS990/PYSalariesCompEmpBnftPaidAmt01727823
IRS990/PYTotalExpensesAmt03210424
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04174082
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01454555
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02428499
IRS990/SavingsAndTempCashInvstGrp/BOYAmt071675
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0523473
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02948430
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02258821
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02784774
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01700702
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01921294
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011614021
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt032858

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$28,912,372
Liabilities
$19,571,814
Net assets
$9,340,558
Revenue
$5,609,383
Expenses
$4,154,828
Net income
$1,454,555
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$69.2$44.2$25.0$14.5$14.3$0.24
2023Detailed filing. Detailed filing data is available for this year.$72.3$47.6$24.7$14.7$23.1$8.45
2022Detailed filing. Detailed filing data is available for this year.$95.8$58.2$37.6$25.9$20.2$5.72
2021Detailed filing. Detailed filing data is available for this year.$203$171$32.0$25.3$9.09$16.2
2020Detailed filing. Detailed filing data is available for this year.$92.0$76.4$15.6$17.7$15.5$2.18
2019Detailed filing. Detailed filing data is available for this year.$51.9$38.7$13.2$9.67$12.2$2.52
2018Summary only. Only limited summary data is available for this year.$56.1$40.8$15.4$11.7$9.85$1.86
2017Detailed filing. Detailed filing data is available for this year.$51.4$37.8$13.6$8.33$8.28$0.05
2016Summary only. Only limited summary data is available for this year.$45.0$31.7$13.4$9.02$6.93$2.09
2015Detailed filing. Detailed filing data is available for this year.$33.6$22.5$11.1$7.41$5.64$1.77
2014Detailed filing. Detailed filing data is available for this year.$28.9$19.6$9.34$5.61$4.15$1.45
2013Detailed filing. Detailed filing data is available for this year.$21.2$13.2$8.05$4.17$3.21$0.96
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.4$8.59$8.80$2.94
2011Summary only. Only limited summary data is available for this year.$15.7$8.18$7.57$2.78$2.68$0.10
2010Summary only. Only limited summary data is available for this year.$15.7$8.27$7.46$3.23$3.22$0.00