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Nonprofiteer
← CREDIT UNION ASSOCIATION OF NEW MEXICO INC

Form 990 for tax year 2023

Filed by CREDIT UNION ASSOCIATION OF NEW MEXICO INC.

Totals

Total revenue
$1,652,715
Total expenses
$1,832,240
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,525,146
Investment income
$90,084
Other revenue
$37,485
Total assets, end of year
$4,045,716
Total liabilities, end of year
$295,658
Net assets or fund balances, end of year
$3,750,058
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$1,832,240

Listed in Part VII

  • JUDY CARRASCO

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • KAREN GRIFFO

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • RON MOOREHEAD

    BOARD SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    2

  • ANDY RAMOS

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DWAYNE HERRERA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MATT SCHMIDT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RICK ANDERSON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MELIA HEIMBUCK

    PRESIDENT/CEO

    Total calculated
    $196,397
    From this org
    $173,977
    From related orgs
    $0
    Other
    $22,420
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,215
    Bonus
    $0
    Other
    $3,762
    Deferred
    $10,427
    Nontaxable benefits
    $11,993
    Filer's total
    $196,397

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • CREDIT UNION SERVICES LLC

    SERVING CUANM · NM · income $1,088,449 · assets $1,354,007

    Directly controlled by CREDIT UNION ASSOCIATION OF NEW MEXICO

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • LEVERAGE POINT INC

    C · LEGISLATIVE AFFAIRS · NM · 100% owned · controlled entity

    Directly controlled by CREDIT UNION ASSOCIATION OF NEW MEXICO

Provenance

Return type
form_990
Tax year
2023
Filed
22 October 2024
IRS schema version
2023v5.1
Source object
202402999349301490

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