Civic Intelligence

Leadership New Mexico

990 • Fiscal year 2015 • EIN 85-0437219

Jul 01, 2014 to Jun 30, 2015 • Filed on Jan 22, 2016

PO Box 35696Albuquerque, NM 87176-5696

(505) 241-4800

Siviq Scores

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

Liabilities / Assets

48th percentile

0.04x

Higher debt load relative to assets than 48% of similar nonprofits.

2015 filings • NTEE A • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

48th percentile

0.05x

Higher debt load relative to revenue than 48% of similar nonprofits.

2015 filings • NTEE A • $500k-$1M nonprofits • Source year 2015

Net Margin

76th percentile

19%

Higher net margin than 76% of similar nonprofits.

2015 filings • NTEE A • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

99th percentile

$189,956

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 22.5% of source-year revenue.

2015 filings • NTEE A • $500k-$1M nonprofits • Source year 2015

Asset Growth

79th percentile

20%

Faster asset growth than 79% of similar nonprofits.

2015 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

40th percentile

-0.7%

Faster revenue growth than 40% of similar nonprofits.

2015 filings • NTEE A • $500k-$1M nonprofits • Annualized from 2014 to 2015

Assets

Up

$931,285

Up $156,249 (+20%) from 2014

Net Assets

Up

$891,709

Up $157,457 (+21%) from 2014

Liabilities

Down

$39,576

Down $1,208 (-3.0%) from 2014

Revenue

Down

$843,626

Down $5,671 (-0.7%) from 2014

Expenses

Down

$685,520

Down $52,197 (-7.1%) from 2014

Net Income

Up

$158,106

Up $46,526 (+42%) from 2014

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

2015

Assets$931,285
Liabilities$39,576
Net Assets$891,709

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

2015

Revenue$843,626
Expenses$685,520
Net Income$158,106
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Jan 22, 2016
Return Version
2014v6.0
Gross Receipts
$843,626
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
Savings and Temporary Cash Investments$294,650$380,612▲ $85,962
Investments in Publicly Traded Securities$320,033$355,828▲ $35,795
Accounts Receivable$95,898$130,937▲ $35,039
Pledges and Grants Receivable$50,026$49,243▼ $783
Cash and Non-Interest-Bearing Accounts$12,878$14,665▲ $1,787
Prepaid Expenses and Deferred Charges$1,551--
Total Assets$775,036$931,285▲ $156,249
Liabilities
Accounts Payable and Accrued Expenses$40,784$39,576▼ $1,208
Total Liabilities$40,784$39,576▼ $1,208
Net Assets / Fund Balance
Unrestricted Net Assets$354,464$455,536▲ $101,072
Permanently Rstr Net Assets$326,228$366,228▲ $40,000
Temporarily Rstr Net Assets$53,560$69,945▲ $16,385
Total Net Assets Fund Balance$734,252$891,709▲ $157,457
Total Liabilities and Net Assets / Fund Balance$775,036$931,285▲ $156,249

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$33,926$33,926

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$320,033$40,783▲ $2,447-$355,828
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patty KomkoPresidentFT$161,250$28,706$189,956

Board Members and Trustees

NameTitle
Paul DipaolaChairman
Jim HaynesChairman Ele
John BrownPast Chairma
Amanda PierceDirector
Betty Read YoungDirector
Chris MccallDirector
Deann EatonDirector
Debra HicksDirector
Doug SmithDirector
George AndersonDirector
Jerry SmithDirector
Joe LujanDirector
John RussellDirector
Kendal GilesDirector
Liz ShipleyDirector
Marianne HillDirector
Mayor Matt WhiteDirector
Mike StanfordDirector
Paul MondragonDirector
Russell AllenDirector
Russell WilliamsDirector
Shad JamesDirector
Shelly HerbstDirector
Steve GriegoDirector
Trudy HealyDirector
Brent MooreSecretary
Jimmy TrujilloTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$566,001
Program Service Revenue
$203,800
Investment Income
$2,614
Other Revenue
$71,211
All Other Contributions
$379,080
Change in Net Assets
$158,106

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 Table2$26,790
Cars and Other Vehicles2$19,732
Other Non Cash Contri Table3$13,106
Food Inventory3$10,291
Other Non Cash Contri Table1$1,250
Total Noncash Contributions11$71,169

Audited Revenue Reconciliation

Revenue per Audited Statements
$843,626
Revenue Not Reported on Form 990
$69,649
Total Revenue per Audited Statements
$913,275
Total Revenue per Form 990
$843,626
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$349,527
Salaries, Compensation, and Employee Benefits$335,993
Total Fundraising Expense$169,491
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$127,984$29,520$32,452$189,956
Other Salaries and Wages$83,113$19,170$21,075$123,358
All Other Expenses$61,726$3,390$48,584$113,700
Travel$27,590$5,162$5,674$38,426
Payroll Taxes$13,656$3,150$3,462$20,268
Office Expenses$12,450$2,736$5,024$20,210
Other Expenses$14,096$1,867$2,052$18,015
Occupancy$6,400$1,476$1,623$9,499
Advertising$5,172$1,193$1,311$7,676
Pension Plan Contributions$1,624$375$412$2,411
Total Functional Expenses$447,967$68,062$169,491$685,520

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$755,818
Expenses per Audited Statements$685,520
Total Expenses per Form 990$685,520
Expenses Not Reported on Form 990$70,298
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$68,215
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Alumni Annual M$115,213$52,635-$52,635
Golf Tournament$73,123$15,580-$15,580
Total Events$188,336$68,215-$68,215
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

Filer Name
Leadership New Mexico
EIN
85-0437219
Phone
5052414800
Address
PO BOX 35696, ALBUQUERQUE, NM 87176-5696

Signing Officer

Name
Patty Komko
Title
President
Phone
5052414800
Signed
2016-01-22

Organization Details

Principal Officer
Patty Komko
Formed
1995
Legal Domicile
Nm
Voting Board Members
28
Independent Board Members
28
Employees
6
Volunteers
90

Preparer

Firm
Bpwc LLC
Address
8220 SAN PEDRO NE SUITE 400, ALBUQUERQUE, NM 87113
Preparer
Dacia K Card
Phone
5052551040
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 24E

Speaker fees 15,553 0 0 awards 11,431 0 3,271 program events 13,257 0 0 golf expense 0 0 9,951 supplies 5,075 964 1,550 golf bags 0 0 7,227 meals, entertain, awards 0 0 6,308 golf shirts 0 0 5,750 program location rentals 5,113 0 0 av equipment 0 0 5,107 insurance 2,909 671 738 telephone 2,766 638 702 miscellaneous 2,024 287 100 website 1,459 336 370 printing 0 0 2,003 food & bevarage 0 0 1,450 meals & receptions 0 0 1,350 dues & subscrpitions 564 362 398 bank fees 571 132 145 dues & subscriptions 502 0 0 dus & subscriptions 502 0 0 room rental 0 0 500 other 0 0 490 water 0 0 437 supplies 0 0 406 prizes 0 0 129 printing 0 0 109 photography 0 0 93

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. Distributions from endowment funds were 5,970 and 6,473 in 2015 and 2014, respectively.

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 2012 to 2015. 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/TitleTxt0DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
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/TitleTxt22PAST CHAIRMA
IRS990/Form990PartVIISectionAGrp/TitleTxt23CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt24CHAIRMAN ELE
IRS990/Form990PartVIISectionAGrp/TitleTxt25SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt26TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt27PRESIDENT
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IRS990/GrantsToOrganizationsInd0false
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IRS990/IncludeFIN48FootnoteInd0true
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0355828
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipCostOrOtherBssAmt033926
IRS990/LegalDomicileStateCd0NM
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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/Desc2VIDEO
IRS990/OtherExpensesGrp/Desc3PROFESSIONAL FEES
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IRS990/OtherExpensesGrp/FundraisingAmt128608
IRS990/OtherExpensesGrp/FundraisingAmt219188
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IRS990/ProgramServiceRevenueGrp/Desc0CORE-TUITION
IRS990/ProgramServiceRevenueGrp/Desc1CONNECT NM TUITION
IRS990/ProgramServiceRevenueGrp/Desc2LOCAL GOVT TUITION
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt146500
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt146500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt212500
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/ExpenseAmt0143349
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.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0143349
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IRS990/PYContributionsGrantsAmt0586159
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt02145
IRS990/PYOtherExpensesAmt0387081
IRS990/PYOtherRevenueAmt062993
IRS990/PYProgramServiceRevenueAmt0198000
IRS990/PYRevenuesLessExpensesAmt0111580
IRS990/PYSalariesCompEmpBnftPaidAmt0350636

Document Assets

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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