Totals
- Total revenue
- $3,836,979
- Total expenses
- $4,159,646
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $3,826,207
- Investment income
- $19,174
- Other revenue
- -$8,402
- Total assets, end of year
- $7,574,584
- Total liabilities, end of year
- $5,146,154
- Net assets or fund balances, end of year
- $2,428,430
- Program services expenses (Part IX)
- $2,672,344
- Management and general expenses
- $1,487,302
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,672,344
Program services were 64.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: LICENSING FEES
total $2,326,415 · related or exempt $2,326,415
-
2b · Program service revenue: BAR BULLETIN
total $395,909 · related or exempt $148,713 · unrelated business $247,196
-
2c · Program service revenue: JLAP
total $354,658 · related or exempt $354,658
-
2d · Program service revenue: ADMINISTRATIVE FEES
total $272,113 · related or exempt $272,113
-
2e · Program service revenue: MCLE
total $263,006 · related or exempt $263,006
-
2f · All other program service revenue
total $214,106 · related or exempt $184,467 · unrelated business $29,639
-
3 · Investment income
total $19,174 · excluded $19,174
-
5 · Royalties
total $21,016 · excluded $21,016
-
6a · Gross rents
real property $69,960
-
6b · Less rental expenses
real property $109,704
-
6c · Rental income or loss
real property -$39,744
-
6d · Net rental income or loss
total -$39,744 · unrelated business -$39,744
-
11a · Other revenue: MEALS AND REFRESHMENTS
total $10,326 · unrelated business $10,326
-
11e · Other revenue, total
$10,326
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $167,350 · management and general $167,350
-
7 · Other salaries and wages
total $1,545,530 · program services $1,187,391 · management and general $358,139
-
8 · Pension plan contributions
total $73,350 · program services $45,149 · management and general $28,201
-
9 · Other employee benefits
total $277,513 · program services $175,565 · management and general $101,948
-
10 · Payroll taxes
total $148,589 · program services $100,843 · management and general $47,746
-
11g · Fees: other
total $35,660 · program services $1,200 · management and general $34,460
-
12 · Advertising and promotion
total $1,881 · program services $943 · management and general $938
-
13 · Office expenses
total $124,408 · program services $7,401 · management and general $117,007
-
14 · Information technology
total $241,341 · management and general $241,341
-
16 · Occupancy
total $158,800 · program services $144,088 · management and general $14,712
-
19 · Conferences, conventions and meetings
total $134,238 · program services $57,723 · management and general $76,515
-
20 · Interest
total $45,907 · program services $44,483 · management and general $1,424
-
22 · Depreciation, depletion and amortization
total $112,601 · program services $55,157 · management and general $57,444
-
23 · Insurance
total $83,283 · program services $5,223 · management and general $78,060
-
24a · Other expenses: SERVICES PROVIDED TO MEMB
total $325,254 · program services $232,069 · management and general $93,185
-
24b · Other expenses: SERVICES
total $264,593 · program services $264,593
-
24c · Other expenses: SERVICES PROVIDED TO PUBL
total $98,941 · program services $98,941
-
24d · Other expenses: COGS
total $72,296 · program services $72,296
-
24e · All other expenses
total $248,111 · program services $179,279 · management and general $68,832
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,100,309 · end of year $2,636,637
-
2 · Savings and temporary cash investments
beginning of year $513,952 · end of year $524,344
-
4 · Accounts receivable
beginning of year $28,861 · end of year $29,462
-
9 · Prepaid expenses and deferred charges
beginning of year $76,821 · end of year $55,829
-
10a · Land, buildings and equipment: cost or other basis
$3,219,464
-
10b · Land, buildings and equipment: accumulated depreciation
$1,989,974
-
10c · Land, buildings and equipment, net
beginning of year $1,265,622 · end of year $1,229,490
-
15 · Other assets
beginning of year $2,162,473 · end of year $3,098,822
-
17 · Accounts payable and accrued expenses
beginning of year $246,238 · end of year $283,592
-
19 · Deferred revenue
beginning of year $655,172 · end of year $701,148
-
23 · Secured mortgages and notes payable
beginning of year $1,247,335 · end of year $1,168,927
-
25 · Other liabilities
beginning of year $1,248,196 · end of year $2,992,487
-
27 · Net assets without donor restrictions
beginning of year $1,314,485 · end of year $1,071,584
-
28 · Net assets with donor restrictions
beginning of year $1,436,612 · end of year $1,356,846
Mission and programs · 2023
Mission
THE MISSION OF THE STATE BAR OF NEW MEXICO IS TO BE A UNITED AND INCLUSIVE ORGANIZATION SERVING THE LEGAL PROFESSION AND THE PUBLIC.
Activities or mission (Part I)
AIDS COURTS IN ADMINISTRATION OF JUSTICE AND PRESERVING THE RULE OF LAW TO FOSTER A HIGH STANDARD OF INTEGRITY AND COMPETENCE WITHIN THE LEGAL PROFESSION. ACTIVITIES INCLUDE COLLECTION OF DUES, PUBLICATIONS, DEVELOPMENT AND PROMOTION OF PROGRAMS FOR THE MEMBERSHIP AND THE PUBLIC SUCH AS THE ANNUAL MEETING, MEMBERSHIP PROGRAMS, PUBLIC LEGAL EDUCATION AND INFORMATION, LAWYER REFERRAL, AND TECHNOLOGY.
-
MEMBER COMMUNICATIONS/PUBLICATIONS COMMUNICATION FUNCTIONS INCLUDE: BAR BULLETIN THE BAR BULLETIN IS A PUBLICATION CONTAINING ADVANCE OPINIONS OF THE NEW MEXICO SUPREME COURT AND THE COURT OF APPEALS, AS WELL AS RULES, NOTICES, FEATURED ARTICLES, ANNOUNCEMENTS, AND CLASSIFIED ADVERTISING. BENCH AND BAR DIRECTORY THE BENCH AND BAR DIRECTORY IS A MEMBERSHIP DIRECTORY THAT ALSO INCLUDES INFORMATION ON STATE BAR SECTIONS, COMMITTEES AND DIVISIONS, THE JUDICIARY, THE BOARD, STATE BAR PROGRAMS, GOVERNMENT OFFICES, LEGAL SERVICE PROVIDERS, AND TRIBAL COURTS. DIGITAL PRINT CENTER RESPONSIBLE FOR PRINTING THE BAR BULLETIN AND ITS INSERTS, BOOKLETS, LETTERHEAD, BROCHURES, NEWSLETTERS AND A VARIETY OF PUBLICATIONS FOR THE STATE BAR DEPARTMENTS, THE CENTER FOR LEGAL EDUCATION, SECTIONS, DIVISIONS, COMMITTEES, AND EXTERNAL CUSTOMERS. IN ADDITION, MAILING SERVICES ARE PERFORMED FOR THE BAR BULLETIN AND PUBLICATION FOR INTERNAL AND EXTERNAL ENTITIES. NEW MEXICO LAWYER THE NEW MEXICO LAWYER IS A SPECIAL QUARTERLY INSERT IN THE BAR BULLETIN. IT IS PRODUCED BY GROUPS WITHIN STATE BAR AND EDITED BY THE BOARD OF EDITORS. THE GOAL OF EACH ISSUE IS TO PRESENT ARTICLES AND ESSAYS WHICH EXPLORE A CURRENT TOPIC THAT IS OF INTEREST TO A BROAD SEGMENT OF THE LEGAL COMMUNITY.
Expenses $611,131
-
LAW PRACTICE MANAGEMENT AND ATTORNEY SERVICES OFFERED BY THE STATE BAR INCLUDE ETHICS/RISK MANAGEMENT ASSITANCE TO ATTORNEYS, FEE ARBITRATION PROGRAM, JUDGES AND LAWYERS ASSISTANCE PROGRAM, ATTORNEY BENEFITS PROGRAM, ONLINE LEGAL RESEARCH, PRACTICE AREA SECTIONS,AND PROFESSIONAL DEVELOPMENT PROGRAMS.
Expenses $1,139,971
-
THE OFFICE OF GENERAL COUNSEL IS A PROFESSIONAL OFFICE THAT ASSISTS STATE BAR AND THE FOUNDATION WITH POLICY AND REGULATORY FUNCTIONS OF AN INTEGRATED BAR. SPECIFICALLY, ITS FUNCTIONS ARE TO PROTECT THE LEGAL AND POLICY INTERESTS OF STATE BAR; ASSIST IN GOVERNANCE AND REGULATORY FUNCTIONS; PROVIDE A PROFESSIONAL LEGAL RESOURCE FOR LEADERSHIP, VOLUNTEERS,AND STAFF; ASSIST WITH OUTREACH TO THE JUDICIARY; AND ADVISE IN THE AREAS OF LEGISLATIVE, EXECUTIVE, AND JUDICIAL PROCESSES.
Expenses $624,683
-
BAR CENTER/PROFESSIONAL DEVELOPMENT CENTER (PDC) THE BAR CENTER OFFERS USE OF ROOMS AS A SERVICE TO MEMBERS OF STATE BAR AT A DISCOUNTED RATE. THE ROOMS ARE ALSO AVAILABLE TO RENT TO OUTSIDE GROUPS, CONTINUING LEGAL EDUCATION PROVIDERS, AND LAW-RELATED ENTITIES.
Expenses $296,559
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Richard SpinelloRICHARD SPINELLO
EXECUTIVE DI
- Total calculated
- $167,350
- From this org
- $148,772
- From related orgs
- $0
- Other
- $18,578
- Hours/week
- 59 + 1 related
Schedule J breakdown matched by us
- Base
- $148,772
- Bonus
- not reported
- Other
- not reported
- Deferred
- $7,722
- Nontaxable benefits
- $10,856
- Filer's total
- $167,350
-
Stormy RalstinSTORMY RALSTIN
GENERAL COUN
- Total calculated
- $154,595
- From this org
- $134,782
- From related orgs
- $0
- Other
- $19,813
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $134,782
- Bonus
- not reported
- Other
- not reported
- Deferred
- $6,565
- Nontaxable benefits
- $13,248
- Filer's total
- $154,595
-
David R PowellDAVID R POWELL
DIRECTOR OF
- Total calculated
- $144,072
- From this org
- $128,945
- From related orgs
- $0
- Other
- $15,127
- Hours/week
- 50
-
Pamela O MoorePAMELA O MOORE
DIRECTOR- PR
- Total calculated
- $120,207
- From this org
- $105,955
- From related orgs
- $0
- Other
- $14,252
- Hours/week
- 40
-
Erinna AtkinsERINNA ATKINS
PRESIDENT- E
- Total calculated
- $0
- Hours/week
- 1
-
Dan BehlesDAN BEHLES
COMMISSIONER
- Total calculated
- $0
- Hours/week
- 1
-
Allison Block-ChavezALLISON BLOCK-CHAVEZ
COMMISSIONER
- Total calculated
- $0
- Hours/week
- 1
-
Aja BrooksAJA BROOKS
SECRETARY-TR
- Total calculated
- $0
- Hours/week
- 1
-
Rosenda Chavez-LaraROSENDA CHAVEZ-LARA
COMMISSIONER
- Total calculated
- $0
- Hours/week
- 1
-
Sean FitzpatrickSEAN FITZPATRICK
COMMISSIONER
- Total calculated
- $0
- Hours/week
- 1
-
Connie FloresCONNIE FLORES
COMMISSIONER
- Total calculated
- $0
- Hours/week
- 1
-
Parker FolsePARKER FOLSE
COMMISSIONER
- Total calculated
- $0
- Hours/week
- 1
-
Tomas GarciaTOMAS GARCIA
COMMISSIONER
- Total calculated
- $0
- Hours/week
- 1
-
Damon HudsonDAMON HUDSON
COMMISSIONER
- Total calculated
- $0
- Hours/week
- 1
-
David LutzDAVID LUTZ
COMMISSIONER
- Total calculated
- $0
- Hours/week
- 1
-
Mitchell MenderMITCHELL MENDER
COMMISSIONER
- Total calculated
- $0
- Hours/week
- 1
-
Jessica PerezJESSICA PEREZ
COMMISSIONER
- Total calculated
- $0
- Hours/week
- 1
-
Brett PhelpsBRETT PHELPS
COMMISSIONER
- Total calculated
- $0
- Hours/week
- 1
-
Linda SandersLINDA SANDERS
COMMISSIONER
- Total calculated
- $0
- Hours/week
- 1
-
Joe SawyerJOE SAWYER
COMMISSIONER
- Total calculated
- $0
- Hours/week
- 1
-
Steve SchollSTEVE SCHOLL
COMMISSIONER
- Total calculated
- $0
- Hours/week
- 1
-
Simone SeilerSIMONE SEILER
COMMISSIONER
- Total calculated
- $0
- Hours/week
- 1
-
Olga SerafimovaOLGA SERAFIMOVA
COMMISSIONER
- Total calculated
- $0
- Hours/week
- 1
-
Ben ShermanBEN SHERMAN
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Lucy SinkularLUCY SINKULAR
COMMISSIONER
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth TravisELIZABETH TRAVIS
COMMISSIONER
- Total calculated
- $0
- Hours/week
- 1
-
Carolyn WolfCAROLYN WOLF
PAST PRESIDE
- Total calculated
- $0
- Hours/week
- 1
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 · Compensation committee
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
The filer's explanations (Part III)
- SCHEDULE J, PAGE 1, PART I, LINE 3
- THE BOARD OF BAR COMMISSIONERS DETERMINE THE EXECUTIVE DIRECTOR'S COMPENSATION BASED ON COMPENSATION DATA REPORTED BY THE AMERICAN BAR ASSOCIATION FOR OTHER EXECUTVE DIRECTORS AT STATE BAR ASSOCIATIONS OF A SIMILAR SIZE.
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
-
$305,564
GENERAL SUPPORT
-
$267,314
GENERAL SUPPORT
-
$133,391
GENERAL SUPPORT
-
DISABILITY RIGHTS NEW MEXICO
$86,009
GENERAL SUPPORT
-
$78,000
GENERAL SUPPORT
-
GENERAL SUPPORT
-
$25,000
GENERAL SUPPORT
-
GENERAL SUPPORT
-
GENERAL SUPPORT
-
$10,000
GENERAL SUPPORT
The 10 largest by cash amount. The API serves every itemized grant.
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.
-
NEW MEXICO STATE BAR FOUNDATION
501C3 · TRAINING · NM · controlled entity
Directly controlled by STATE BAR OF NEW MEXICO
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 22 October 2024
- IRS schema version
- 2023v5.0
- Source object
- 202402989349301040
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.