Civic Intelligence

Leadership New Mexico

990 • Fiscal year 2014 • EIN 85-0437219

Jul 01, 2013 to Jun 30, 2014 • Filed on Mar 09, 2015

PO Box 3569687176-5696

(505) 241-4800

Siviq Scores

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

Liabilities / Assets

49th percentile

0.05x

Higher debt load relative to assets than 49% of similar nonprofits.

2014 filings • NTEE A • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

47th percentile

0.05x

Higher debt load relative to revenue than 47% of similar nonprofits.

2014 filings • NTEE A • $500k-$1M nonprofits • Source year 2014

Net Margin

73rd percentile

13%

Higher net margin than 73% of similar nonprofits.

2014 filings • NTEE A • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

99th percentile

$195,248

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 23.0% of source-year revenue.

2014 filings • NTEE A • $500k-$1M nonprofits • Source year 2014

Asset Growth

76th percentile

20%

Faster asset growth than 76% of similar nonprofits.

2014 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

44th percentile

3.6%

Faster revenue growth than 44% of similar nonprofits.

2014 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2012 to 2014

Assets

Up

$775,036

Up $129,594 (+20%) from 2013

Net Assets

Up

$734,252

Up $129,014 (+21%) from 2013

Liabilities

Up

$40,784

Up $580 (+1.4%) from 2013

Revenue

$849,297

No earlier filing loaded for comparison.

Expenses

Up

$737,717

Up $18,750 (+2.6%) from 2013

Net Income

$111,580

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $508,382Liabilities 2011: $46,817Net Assets 2011: $461,5652011Assets 2012: $551,420Liabilities 2012: $31,164Net Assets 2012: $520,2562012Assets 2013: $645,442Liabilities 2013: $40,204Net Assets 2013: $605,2382013Assets 2014: $775,036Liabilities 2014: $40,784Net Assets 2014: $734,2522014Assets 2015: $931,285Liabilities 2015: $39,576Net Assets 2015: $891,7092015Assets 2016: $1,025,287Liabilities 2016: $65,139Net Assets 2016: $960,1482016Assets 2017: $1,066,876Liabilities 2017: $32,749Net Assets 2017: $1,034,1272017Assets 2018: $1,160,146Liabilities 2018: $55,209Net Assets 2018: $1,104,9372018Assets 2019: $1,267,387Liabilities 2019: $91,460Net Assets 2019: $1,175,9272019Assets 2020: $1,431,421Liabilities 2020: $168,431Net Assets 2020: $1,262,9902020Assets 2021: $1,646,812Liabilities 2021: $177,323Net Assets 2021: $1,469,4892021Assets 2022: $1,201,262Liabilities 2022: $85,797Net Assets 2022: $1,115,4652022Assets 2023: $1,298,598Liabilities 2023: $150,046Net Assets 2023: $1,148,5522023Assets 2024: $1,385,011Liabilities 2024: $153,839Net Assets 2024: $1,231,1722024

Highlighted filing

2014

Assets$775,036
Liabilities$40,784
Net Assets$734,252

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2011: $662,216Expenses 2011: $598,445Net Income 2011: $63,7712011Revenue 2012: $790,839Expenses 2012: $743,955Net Income 2012: $46,8842012Expenses 2013: $718,9672013Revenue 2014: $849,297Expenses 2014: $737,717Net Income 2014: $111,5802014Revenue 2015: $843,626Expenses 2015: $685,520Net Income 2015: $158,1062015Revenue 2016: $767,138Expenses 2016: $685,830Net Income 2016: $81,3082016Revenue 2017: $800,108Expenses 2017: $737,685Net Income 2017: $62,4232017Revenue 2018: $803,225Expenses 2018: $745,723Net Income 2018: $57,5022018Revenue 2019: $843,652Expenses 2019: $772,662Net Income 2019: $70,9902019Revenue 2020: $777,298Expenses 2020: $681,904Net Income 2020: $95,3942020Revenue 2021: $453,100Expenses 2021: $450,677Net Income 2021: $2,4232021Revenue 2022: $410,326Expenses 2022: $582,900Net Income 2022: -$172,5742022Revenue 2023: $641,110Expenses 2023: $660,469Net Income 2023: -$19,3592023Revenue 2024: $796,807Expenses 2024: $788,618Net Income 2024: $8,1892024

Highlighted filing

2014

Revenue$849,297
Expenses$737,717
Net Income$111,580
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Mar 9, 2015
Return Version
2013v4.0
Gross Receipts
$849,297
Mission and Program Overview

Mission

To identify current and emerging leaders throughout new mexico, enhance their leadership skills, and deepen their knowledge of the challenges and opportunities facing new mexico.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$270,847$320,033▲ $49,186
Savings and Temporary Cash Investments$176,288$294,650▲ $118,362
Accounts Receivable$126,507$95,898▼ $30,609
Pledges and Grants Receivable$40,742$50,026▲ $9,284
Cash and Non-Interest-Bearing Accounts$29,558$12,878▼ $16,680
Prepaid Expenses and Deferred Charges$1,500$1,551▲ $51
Total Assets$645,442$775,036▲ $129,594
Liabilities
Accounts Payable and Accrued Expenses$40,204$40,784▲ $580
Total Liabilities$40,204$40,784▲ $580
Net Assets / Fund Balance
Unrestricted Net Assets$266,162$354,464▲ $88,302
Permanently Rstr Net Assets$278,550$326,228▲ $47,678
Temporarily Rstr Net Assets$60,526$53,560▼ $6,966
Total Net Assets Fund Balance$605,238$734,252▲ $129,014
Total Liabilities and Net Assets / Fund Balance$645,442$775,036▲ $129,594

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$23,906$23,906
Other Land Buildings-$10,020$10,020

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$270,847$38,394▲ $18,722-$320,033
2012$226,347$32,445▲ $13,394-$270,847
2011$190,756$40,500▼ $3,692-$226,347
2010$174,550$16,206--$190,756
2009$128,850$45,700--$174,550
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patty KomkoPresidentFT$171,545$23,703$195,248

Board Members and Trustees

NameTitle
Barbara CrockettChairman
John BrownChairman Ele
Wayne DavenportPast Chairma
Betty Read YoungDirector
Craig BuchananDirector
Doug SmithDirector
George AndersonDirector
Jerry SmithDirector
Jim HaynesDirector
Joe LujanDirector
John RussellDirector
Kathy HoopmanDirector
MATT O'BRIENDirector
Marianne HillDirector
Matt WhiteDirector
Mike StanfordDirector
Paul DipaolaDirector
Richard HaasDirector
Roger WatermanDirector
Russell AllenDirector
Scott EcksteinDirector
Scott StaffordDirector
Shelly HerbstDirector
Steve GriegoDirector
Trudy HealyDirector
Wayne TorpyDirector
Brent MooreSecretary
Jimmy TrujilloTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$586,159
Program Service Revenue
$198,000
Investment Income
$2,145
Other Revenue
$62,993
All Other Contributions
$398,252
Change in Net Assets
$111,580

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table3$41,790
Cars and Other Vehicles2$19,992
Other Non Cash Contri Table3$12,216
Other Non Cash Contri Table1$10,000
Food Inventory3$8,820
Other Non Cash Contri Table2$1,098
Total Noncash Contributions14$93,916

Audited Revenue Reconciliation

Revenue per Audited Statements
$849,297
Revenue Not Reported on Form 990
$55,407
Total Revenue per Audited Statements
$904,704
Total Revenue per Form 990
$849,297
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$387,081
Salaries, Compensation, and Employee Benefits$350,636
Total Fundraising Expense$182,563
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$113,359$37,786$37,786$188,931
All Other Expenses$51,264$7,004$73,659$131,927
Other Salaries and Wages$90,290$7,407$16,427$114,124
Travel$24,688$4,230$5,074$33,992
Office Expenses$13,816$2,945$5,628$22,389
Occupancy$14,875$3,301$3,959$22,135
Payroll Taxes$13,891$3,083$3,698$20,672
Other Expenses$20,140$18$29,228$20,140
Pension Plan Contributions$11,437$1,724$4,234$17,395
Advertising$8,525$1,892$2,269$12,686
Other Employee Benefits$6,647$2,288$579$9,514
Total Functional Expenses$483,476$71,678$182,563$737,717

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$775,690
Expenses per Audited Statements$737,717
Total Expenses per Form 990$737,717
Expenses Not Reported on Form 990$37,973
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$60,331
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$105,331$45,761-$45,761
Event 2$70,023$14,570-$14,570
Total Events$175,354$60,331-$60,331
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The 990 will be reviewed by the executive committee and the finance committee before it is filed.

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

The compensation of the executive director is reviewed and approved by the executive committee.

Form 990, Page 6, Part VI, Line 19

Governing documents of the organization are available through the attorney general's office and upon request.

Filing and Contact Details

Filer

EIN
85-0437219
Phone
5052414800

Signing Officer

Name
Patty Komko
Title
President
Phone
5052414800
Signed
2015-03-09

Organization Details

Principal Officer
Patty Komko
Formed
1995
Legal Domicile
Nm
Voting Board Members
29
Independent Board Members
29
Employees
7
Volunteers
200

Preparer

Preparer
Dacia K Card
Phone
5052551040
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Video 0 0 19,308 telephone 12,541 2,783 3,339 professional fees 13,939 1,766 2,119 awards 9,723 0 2,412 golf expense 0 0 10,093 golf bags 0 0 6,487 supplies 3,513 743 1,720 golf shirts 0 0 5,600 meals, entertain, awards 0 0 5,324 program events 3,450 0 1,332 av equipment 0 0 4,492 printing 0 0 4,162 insurance 2,172 482 578 website 1,707 379 454 miscellaneous 1,444 235 283 meals & receptions 0 0 1,737 dues & subscrpitions 723 446 535 food & bevarage 0 0 1,400 bank fees 766 170 204 dues & subscriptions 643 0 0 dus & subscriptions 643 0 0 photography 0 0 594 room rental 0 0 500 supplies 0 0 406 other 0 0 383 prizes 0 0 129 supplies 0 0 42 printing 0 0 26

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

Lnm's endowment funds are a certificate of deposit and savings account held at a bank plus assets held by the albuquerque community foundation and santa fe community foundation as a part of their pooled investments. Variance power has been granted to the albuquerque community foundation and santa fe community foundation. These assets will be returned to lnm if the albuquerque community foundation or the santa fe community foundation ceases to be a charitable organization. These investments are stated at fair market value. Annual distributions can be made pursuant to current albuquerque community foundation and santa fe community foundation policies. Current policy states that annual distributions will be based on 4% to 5% of the average permanently restricted account balance. Upon written request by the board of directors of lnm and approval of the board of directors of the albuquerque community foundation or the santa fe community foundation, additional distributions in excess of the respective foundation's annual distribution policies may be requested under specific conditions. There were no distributions in 2014 and 2013.

Schedule D, Page 3, Part X

Lnm's income tax filings are subject to audit by various taxing authorities. Lnm's open audit periods are 2011 to 2013. Lnm believes it has appropriate support for any tax positions taken and, as such, has not recognized any changes to the financial statements for uncertain tax positions.

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IRS990/Form990PartVIISectionAGrp/PersonNm27JIMMY TRUJILLO
IRS990/Form990PartVIISectionAGrp/PersonNm28PATTY KOMKO
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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23CHAIRMAN ELE
IRS990/Form990PartVIISectionAGrp/TitleTxt24CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt25PAST CHAIRMA
IRS990/Form990PartVIISectionAGrp/TitleTxt26SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt27TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt28PRESIDENT
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IRS990/LegalDomicileStateCd0NM
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IRS990/LocalChaptersInd0false
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IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0true
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IRS990/MissionDesc0TO IDENTIFY CURRENT AND EMERGING LEADERS THROUGHOUT NEW MEXICO, ENHANCE THEIR LEADERSHIP SKILLS, AND DEEPEN THEIR KNOWLEDGE OF THE CHALLENGES AND OPPORTUNITIES FACING NEW MEXICO.
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IRS990/OtherExpensesGrp/Desc0ENTERTAINMENT & MEALS
IRS990/OtherExpensesGrp/Desc1MEALS & RECEPTIONS
IRS990/OtherExpensesGrp/Desc2PROGRAM LOCATION RENTALS
IRS990/OtherExpensesGrp/Desc3SPEAKER FEES
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IRS990/PrincipalOfficerNm0PATTY KOMKO
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IRS990/ProgramServiceRevenueGrp/Desc0CORE-TUITION
IRS990/ProgramServiceRevenueGrp/Desc1LOCAL GOVT TUITION
IRS990/ProgramServiceRevenueGrp/Desc2CONNECT NM TUITION
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt142750
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt211750
IRS990/ProgSrvcAccomActy2Grp/Desc0LOCAL GOVERNMENT LEADERSHIP PROGRAM: THIS IS AN EDUCATIONAL PARTNERSHIP BETWEEN THE NEW MEXICO ASSOCIATION OF COUNTIES, THE NEW MEXICO MUNICIPAL LEAGUE, AND LEADERSHIP NEW MEXICO. TOGETHER THEY PROVIDE A UNIQUE EDUCATIONAL EXPERIENCE TO MUNICIPAL AND COUNTY OFFICIALS. THE GOAL OF THE PROGRAM IS TO DEVELOP AND ENHANCE LEADERSHIP CAPACITIES OF OFFICIALS WHILE FOSTERING A HIGHER LEVEL OF CIVIC AND COMMUNITY CONCERN AND PARTICIPATION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0154713
IRS990/ProgSrvcAccomActy3Grp/Desc0CONNECT NEW MEXICO: THIS PROGRAM OFFERS YOUNG PROFESSIONALS THE OPPORTUNITY TO DEVELOP PERSONAL LEADERSHIP SKILLS, LEARN HOW NEW MEXICO SYSTEMS AND SRUCTURES WORK, AND EXPLORE THE CRITICAL ISSUES FACING NEW MEXICO. THE CURRICULUM HAS SOME ELEMENTS OF THE CORE PROGRAM AND LOCAL GOVERNMENT LEADERSHIP PROGRAM, AND IT FOCUSES ON LEADERSHIP SKILL DEVELOPMENT. IN ADDITION, PROGRAM PARTICIPANTS LEARN ABOUT THE STATEWIDE OPERATIONS OF A VARIETY OF SYSTEMS AND STRUCTURES IN THE STATE OF NEW MEXICO.

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.39$0.15$1.23$0.80$0.79$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.30$0.15$1.15$0.64$0.66$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.20$0.09$1.12$0.41$0.58$0.17
2021Detailed filing. Detailed filing data is available for this year.$1.65$0.18$1.47$0.45$0.45$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.43$0.17$1.26$0.78$0.68$0.10
2019Detailed filing. Detailed filing data is available for this year.$1.27$0.09$1.18$0.84$0.77$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.16$0.06$1.10$0.80$0.75$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.07$0.03$1.03$0.80$0.74$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.03$0.07$0.96$0.77$0.69$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.93$0.04$0.89$0.84$0.69$0.16
2014Detailed filing. Detailed filing data is available for this year.$0.78$0.04$0.73$0.85$0.74$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.04$0.61$0.72
2012Summary only. Only limited summary data is available for this year.$0.55$0.03$0.52$0.79$0.74$0.05
2011Summary only. Only limited summary data is available for this year.$0.51$0.05$0.46$0.66$0.60$0.06