Civic Intelligence

The Cfa Society of New Mexico

EIN 85-0454738 • 501(c)6 • Albuquerque, NM

Profile

To lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

PO Box 36947Albuquerque, NM 87176

www.cfasociety.org/NEWMEXICO

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

50th percentile

5.2%

Higher net margin than 50% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Source year 2025

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

NTEE S41 • <$500k nonprofits • Source year 2025

Asset Growth

49th percentile

2.3%

Faster asset growth than 49% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

65th percentile

13%

Faster revenue growth than 65% of similar nonprofits.

NTEE S41 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$129,499

Up $2,870 (+2.3%) from 2024

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$129,499

Up $2,870 (+2.3%) from 2024

Operations
Liabilities / RevenueScore unavailableNet Margin50th percentile

Revenue

Up

$55,499

Up $6,178 (+13%) from 2024

Expenses

Up

$52,629

Up $7,963 (+18%) from 2024

Net Income

Down

$2,870

Down $1,785 (-38%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$150K$100K$50K$0Assets 2019: $70,940Net Assets 2019: $70,9402019Assets 2020: $78,165Net Assets 2020: $78,1652020Assets 2021: $95,426Net Assets 2021: $95,4262021Assets 2022: $118,060Net Assets 2022: $118,0602022Assets 2023: $121,974Net Assets 2023: $121,9742023Assets 2024: $126,629Net Assets 2024: $126,6292024Assets 2025: $129,499Net Assets 2025: $129,4992025

Highlighted filing

2025

Assets$129,499
Liabilities-
Net Assets$129,499
Open 2025 Filing

Operations Trend

Revenue Growth65th percentile

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

$100K$50K$0Revenue 2019: $86,347Expenses 2019: $80,919Net Income 2019: $5,4282019Revenue 2020: $86,038Expenses 2020: $78,814Net Income 2020: $7,2242020Revenue 2021: $41,756Expenses 2021: $24,495Net Income 2021: $17,2612021Revenue 2022: $44,862Expenses 2022: $22,229Net Income 2022: $22,6332022Revenue 2023: $60,367Expenses 2023: $56,453Net Income 2023: $3,9142023Revenue 2024: $49,321Expenses 2024: $44,666Net Income 2024: $4,6552024Revenue 2025: $55,499Expenses 2025: $52,629Net Income 2025: $2,8702025

Highlighted filing

2025

Revenue$55,499
Expenses$52,629
Net Income$2,870
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$129,499
Liabilities
-
Net assets
$129,499
Revenue
$55,499
Expenses
$52,629
Net income
$2,870
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.29$1.29$0.55$0.53$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.27$1.27$0.49$0.45$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.22$1.22$0.60$0.56$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.18$1.18$0.45$0.22$0.23
2021Detailed filing. Detailed filing data is available for this year.$0.95$0.95$0.42$0.24$0.17
2020Detailed filing. Detailed filing data is available for this year.$0.78$0.78$0.86$0.79$0.07
2019Detailed filing. Detailed filing data is available for this year.$0.71$0.71$0.86$0.81$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 4, 2025
Return Version
2024v5.0
Gross Receipts
$55,499
Mission and Program Overview

Mission

To lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Program Services

DescriptionGrantsExpenses
DELIVER MEMBER VALUE THROUGH ENGAGING EDUCATIONAL, NETWORKING AND SOCIAL OPPORTUNITIES THROUGHOUT THE YEAR.-$34,951
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ANDREW HOCKEYPresidentPT$0--
DI ZHOUSecretaryPT$0--
JULIAN SERAFINITreasurerPT$0--
JJ MILDERDirectorPT$0--
PAUL ARIANODirectorPT$0--
MICHAEL SHACKELFORDDirectorPT$0--
BEN CHANGDirector(Ex-PT$0--
Filing and Contact Details

Filer

Filer Name
The Cfa Society of New Mexico
EIN
85-0454738
Address
PO BOX 36947, ALBUQUERQUE, NM 87176

Signing Officer

Name
Michael Shackelford
Title
Director
Signed
2025-11-04
Discuss with paid preparer
Yes

Preparer

Firm
Beasley Mitchell & Co Llp
Address
PO DRAWER 550, LAS CRUCES, NM 88004-0550
Preparer
Andrew J Claussen CPA
Phone
5755286700
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Sponsorships 34,173 total 34,173”

Form 990-ez, Part I, Line 16

“Expenses office 1,635 board member travel 104 travel slcs 1,046 food and facilities 31,323 member travel & lodging 2,131 speakers 500 printing and promotional 754 other 243 total 37,736”

Form 990-ez, Part III

“To lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.”

Raw XML Appendix120 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MICHAEL SHACKELFORD
IRS990EZ/BooksInCareOfDetail/PhoneNum06465730246
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 36947
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALBUQUERQUE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NM
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd087176
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0126629
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0129499
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012000
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02870
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt014625
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0126629
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0129499
IRS990EZ/GrossReceiptsAmt055499
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt08047
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0126629
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0129499
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0126629
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0129499
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt65.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ANDREW HOCKEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DI ZHOU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JULIAN SERAFINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JJ MILDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4PAUL ARIANO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHAEL SHACKELFORD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6BEN CHANG
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR(EX-
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt037736
IRS990EZ/OtherRevenueTotalAmt034173
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO LEAD THE INVESTMENT PROFESSION GLOBALLY BY PROMOTING THE HIGHEST STANDARDS OF ETHICS, EDUCATION, AND PROFESSIONAL EXCELLENCE FOR THE ULTIMATE BENEFIT OF SOCIETY.
IRS990EZ/PrintingPublicationsPostageAmt0268
IRS990EZ/ProgramServiceRevenueAmt01279
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0DELIVER MEMBER VALUE THROUGH ENGAGING EDUCATIONAL, NETWORKING AND SOCIAL OPPORTUNITIES THROUGHOUT THE YEAR.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt034951
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt052629
IRS990EZ/TotalProgramServiceExpensesAmt034951
IRS990EZ/TotalRevenueAmt055499
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.CFASOCIETY.ORG/NEWMEXICO
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SPONSORSHIPS 34,173 TOTAL 34,173
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 1,635 BOARD MEMBER TRAVEL 104 TRAVEL SLCS 1,046 FOOD AND FACILITIES 31,323 MEMBER TRAVEL & LODGING 2,131 SPEAKERS 500 PRINTING AND PROMOTIONAL 754 OTHER 243 TOTAL 37,736
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO LEAD THE INVESTMENT PROFESSION GLOBALLY BY PROMOTING THE HIGHEST STANDARDS OF ETHICS, EDUCATION, AND PROFESSIONAL EXCELLENCE FOR THE ULTIMATE BENEFIT OF SOCIETY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL SHACKELFORD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CFA SOCIETY OF NEW MEXICO
ReturnHeader/Filer/BusinessNameControlTxt0CFAS
ReturnHeader/Filer/EIN0850454738
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 36947
ReturnHeader/Filer/USAddress/CityNm0ALBUQUERQUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087176
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0850366848
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BEASLEY MITCHELL & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO DRAWER 550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAS CRUCES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0880040550
ReturnHeader/PreparerPersonGrp/PhoneNum05755286700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW J CLAUSSEN CPA
ReturnHeader/ReturnTs02025-11-11T12:08:08-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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