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← STATE BAR OF NEW MEXICO

Form 990 for tax year 2024

Filed by STATE BAR OF NEW MEXICO.

Totals

Total revenue
$4,205,627
Total expenses
$4,040,403
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$4,221,770
Investment income
$2,800
Other revenue
-$18,943
Total assets, end of year
$9,326,023
Total liabilities, end of year
$6,873,341
Net assets or fund balances, end of year
$2,452,682
Program services expenses (Part IX)
$3,076,041
Management and general expenses
$964,362
Fundraising expenses
$0
Program service expenses (Part III)
$3,076,041

Program services were 76.1% 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: MEMBERSHIP DUES

    total $2,357,946 · related or exempt $2,357,946

  • 2b · Program service revenue: MCLE

    total $448,001 · related or exempt $448,001

  • 2c · Program service revenue: ADMINISTRATIVE FEES

    total $319,742 · related or exempt $319,742

  • 2d · Program service revenue: JLAP

    total $293,962 · related or exempt $293,962

  • 2e · Program service revenue: CLIENT PROTECTION

    total $243,566 · related or exempt $243,566

  • 2f · All other program service revenue

    total $558,553 · related or exempt $468,242 · unrelated business $90,311

  • 6a · Gross rents

    real property $75,559

  • 6b · Less rental expenses

    real property $107,631

  • 6c · Rental income or loss

    real property -$32,072

  • 6d · Net rental income or loss

    total -$32,072 · unrelated business -$32,072

  • 7a · Gross sales of assets other than inventory

    securities $2,800

  • 7c · Gain or loss

    securities $2,800

  • 7d · Net gain or loss

    total $2,800 · related or exempt $2,800

  • 11a · Other revenue: MEALS AND REFRESHMENTS

    total $13,129 · unrelated business $13,129

  • 11e · Other revenue, total

    $13,129

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $184,244 · management and general $184,244

  • 7 · Other salaries and wages

    total $1,704,981 · program services $1,337,497 · management and general $367,484

  • 8 · Pension plan contributions

    total $251,282 · program services $185,928 · management and general $65,354

  • 9 · Other employee benefits

    total $62,083 · program services $54,008 · management and general $8,075

  • 10 · Payroll taxes

    total $164,348 · program services $117,701 · management and general $46,647

  • 11g · Fees: other

    total $17,320 · management and general $17,320

  • 12 · Advertising and promotion

    total $3,560 · program services $3,560

  • 13 · Office expenses

    total $21,281 · program services $6,947 · management and general $14,334

  • 14 · Information technology

    total $168,844 · program services $117,684 · management and general $51,160

  • 16 · Occupancy

    total $124,690 · program services $124,690

  • 19 · Conferences, conventions and meetings

    total $112,088 · program services $32,173 · management and general $79,915

  • 20 · Interest

    total $45,429 · program services $36,344 · management and general $9,085

  • 22 · Depreciation, depletion and amortization

    total $136,006 · program services $136,006

  • 23 · Insurance

    total $64,802 · program services $29,638 · management and general $35,164

  • 24a · Other expenses: SERVICE PROVIDED TO MEMB

    total $501,639 · program services $493,554 · management and general $8,085

  • 24b · Other expenses: SERVICE PROVIDED TO PUBLI

    total $253,627 · program services $253,627

  • 24c · Other expenses: TAXES AND FEES

    total $52,295 · program services $21,155 · management and general $31,140

  • 24d · Other expenses: COGS

    total $41,432 · program services $41,432

  • 24e · All other expenses

    total $130,452 · program services $84,097 · management and general $46,355

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,636,637 · end of year $2,759,870

  • 2 · Savings and temporary cash investments

    beginning of year $524,344 · end of year $538,522

  • 4 · Accounts receivable

    beginning of year $29,462 · end of year $39,423

  • 9 · Prepaid expenses and deferred charges

    beginning of year $55,829 · end of year $81,337

  • 10a · Land, buildings and equipment: cost or other basis

    $3,077,679

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,914,675

  • 10c · Land, buildings and equipment, net

    beginning of year $1,229,490 · end of year $1,163,004

  • 15 · Other assets

    beginning of year $3,098,822 · end of year $4,743,867

  • 17 · Accounts payable and accrued expenses

    beginning of year $283,592 · end of year $300,931

  • 19 · Deferred revenue

    beginning of year $701,148 · end of year $651,108

  • 23 · Secured mortgages and notes payable

    beginning of year $1,168,927 · end of year $1,092,536

  • 25 · Other liabilities

    beginning of year $2,992,487 · end of year $4,828,766

  • 27 · Net assets without donor restrictions

    beginning of year $1,071,584 · end of year $1,116,710

  • 28 · Net assets with donor restrictions

    beginning of year $1,356,846 · end of year $1,335,972

Mission and programs · 2024

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.

  • GENERAL OPERATIONS & MEMBER SERVICES THE STATE BAR CENTER - THE STATE BAR CENTER PROVIDES A MEETING SPACE FOR CONFERENCES, SEMINARS, TRAININGS, MEDIATION, AND OTHER NETWORKING AND SOCIAL GATHERINGS, AS A SERVICE TO MEMBERS OF THE STATE BAR. THE STATE BAR CENTER IS ALSO AVAILABLE FOR USE BY THE GENERAL PUBLIC. MEMBERS SERVICES - SERVICES AND EVENTS OFFERED BY THE STATE BAR TO ITS MEMBERS INCLUDE: ANNUAL MEETING - THE STATE BAR AND THE CENTER FOR LEGAL EDUCATION COLLABORATE ON PRESENTING THE ANNUAL MEETING IN ADDITION TO PROVIDING EDUCATIONAL PROGRAMS AT THIS EVENT. AWARDS TO RECOGNIZE THOSE WHO HAVE DISTINGUISHED THEMSELVES OR WHO HAVE MADE EXEMPLARY CONTRIBUTIONS TO THE STATE BAR ARE PRESENTED. COMMITTEES, DIVISIONS, AND SECTIONS - MEMBERS ARE PROVIDED OPPORTUNITIES TO SERVE ON OR JOIN VARIOUS STANDING COMMITTEES, DIVISIONS, WHICH PROMOTE THE SPECIAL INTERESTS OF SENIOR LAWYERS, AND PRACTICE AREA SECTIONS.

    Expenses $1,089,997

  • OFFICE OF GENERAL COUNSEL AND REGULATORY PROGRAMS THE OFFICE OF GENERAL COUNSEL IS A PROFESSIONAL OFFICE THAT ASSISTS THE 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 THE 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. IN ADDITION, THE OFFICE OF GENERAL COUNSEL OVERSEES THE ADMINISTRATION OF THE ACCESS TO JUSTICE FUND (ATJ) AND THE CLIENT PROTECTION FUND (CPF). THE STATE BAR'S ATJ FUND GRANT COMMISSION IS THE FINANCIAL STEWARD OF THE NEW MEXICO SUPREME COURT FUND FOR THE ATJ FUND, FOR WHICH THE STATE BAR IS THE FISCAL AGENT. THE ATJ FUND CONSISTS OF FUNDS GENERATED PURSUANT TO SUPREME COURT RULE, INCLUDING INTEREST ON LAWYER'S TRUST ACCOUNTS (IOLTA) AND PRO HAC VICE FEES, AS WELL AS DONATIONS. THE ATJ FUND PROVIDES GRANTS TO QUALIFIED CIVIL LEGAL SERVICE PROVIDERS SELECTED BY THE ATJ FUND GRANT COMMISSION. THE STATE BAR IS ALSO THE IOLTA PROGRAM ADMINISTRATOR FOR NEW MEXICO. AN IOLTA ACCOUNT IS A POOLED, INTEREST-BEARING DEMAND DEPOSIT ACCOUNT USED BY LAWYERS TO HOLD CLIENT FUNDS. THE CURRENT RULES REQUIRE THAT ALL NEW MEXICO ATTORNEYS WHO HOLD ELIGIBLE FUNDS TO PARTICIPATE IN IOLTA AND THAT THE FUNDS BE HELD AT ELIGIBLE FINANCIAL INSTITUTIONS. THE INTEREST GENERATED BY THE CLIENT FUNDS HELD IN A POOLED, INTEREST-BEARING TRUST ACCOUNT ARE REMITTED TO THE STATE BAR, WHICH HOLDS THE FUNDS IN THE ATJ FUND AND DISTRIBUTES THEM AT THE DISCRETION OF THE NEW MEXICO SUPREME COURT AND THE ATJ FUND GRANT COMMISSION. THE COMMISSION ON CLIENT PROTECTION IS A STATEWIDE BODY WHOSE PURPOSE IS TO PROMOTE PUBLIC CONFIDENCE IN THE ADMINISTRATION OF JUSTICE AND THE INTEGRITY OF THE LEGAL PROFESSION BY REIMBURSING LOSSES CAUSED BY THE DISHONEST CONDUCT OF LAWYERS ADMITTED AND LICENSED TO PRACTICE LAW IN THE COURTS OF NEW MEXICO. THE FUNDS IN THE CLIENT PROTECTION FUND ARE USED FOR REIMBURSING THESE LOSSES. THE OFFICE OF GENERAL COUNSEL AND REGULATORY PROGRAMS ALSO OVERSEES THE LICENSING OF NEW MEXICO ADMITTED ATTORNEYS AND NONADMITTED ATTORNEYS WISHING TO APPEAR BEFORE A NEW MEXICO COURT IN A CIVIL MATTER, WHO ARE CHARGED PRO HAC VICE FILING FEES.

    Expenses $817,788

  • PROFESSIONAL PROGRAMS GROUP PROVIDES EDUCATION, ASSISTANCE, RESOURCES AND SUPPORT FOR NEW MEXICO ATTORNEYS IN ALL AREAS AND STAGES OF THE PRACTICE OF LAW. THE GROUP IS MADE UP OF LAW OFFICE MANAGEMENT RESOURCES, BEST PRACTICES, ETHICS ASSISTANCE AND HELPLINE, HEALTHY STANDARDS FOR PRACTICING LAW AND PROFESSIONAL ASSISTANCE WITH VARIOUS ADDICTIONS THROUGH THE LAWYERS ASSISTANCE PROGRAM.

    Expenses $647,473

  • MEMBER COMMUNICATIONS/PUBLICATIONS MEMBER COMMUNICATIONS/PUBLICATIONS INCLUDE PRINT AND DIGITAL COMMUNICATIONS PROVIDED TO MEMBERSHIP WHICH INCLUDE OFFICIAL STATE BAR OF NEW MEXICO PUBLICATIONS, SUCH AS THE BAR BULLETIN AND RESOURCE DESKBOOK. IN ADDITION, THESE ACTIVITIES INCLUDE IN-HOUSE BRANDING FOR BOTH THE STATE BAR AND THE FOUNDATION, WEBSITE EDITS, MANAGING SOCIAL MEDIA PLATFORMS, AND SERVING AS MEDIA LIAISON. THE STATE BAR OPERATED A DIGITAL PRINT CENTER THAT CEASED OPERATIONS IN APRIL 2024. THE PRINT CENTER PROVIDED THE MAJORITY OF INTERNAL PRINTING NEEDS FOR THE STATE BAR AND THE FOUNDATION, AS WELL AS MAILING SERVICES. THESE SERVICES WERE ALSO AVAILABLE TO OUTSIDE PARTIES.

    Expenses $520,783

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Ben Sherman

    PAST PRESIDE

    Total calculated
    $0
    Hours/week
    1
  • Erinna Atkins

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Aja Brooks

    PRESIDENT- E

    Total calculated
    $0
    Hours/week
    1
  • Allison Block-Chavez

    SECRETARY-TR

    Total calculated
    $0
    Hours/week
    1
  • Dan Behles

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1
  • Rosenda Chavez-Lara

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1
  • Sean Fitzpatrick

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1
  • Connie Flores

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1
  • Parker Folse

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1
  • Tomas Garcia

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1
  • David Lutz

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1
  • Mitchell Mender

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1
  • Jessica Perez

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1
  • Brett Phelps

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1
  • Andrea Salazar

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1
  • Joe Sawyer

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1
  • Steve Scholl

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1
  • Simone Seiler

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1
  • Olga Serafimova

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1
  • Lucy Sinkular

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1
  • Elizabeth Travis

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1
  • Randy Taylor

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1
  • Meryl Sutton

    COMMISSIONER

    Total calculated
    $0
    Hours/week
    1
  • Richard Spinello

    EXECUTIVE DI

    Total calculated
    $184,244
    From this org
    $162,583
    From related orgs
    $0
    Other
    $21,661
    Hours/week
    59 + 1 related

    Schedule J breakdown matched by us

    Base
    $146,340
    Bonus
    $16,243
    Other
    not reported
    Deferred
    $21,661
    Nontaxable benefits
    not reported
    Filer's total
    $184,244
  • Stormy Ralstin

    GENERAL COUN

    Total calculated
    $166,150
    From this org
    $142,982
    From related orgs
    $0
    Other
    $23,168
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $142,982
    Bonus
    not reported
    Other
    not reported
    Deferred
    $23,168
    Nontaxable benefits
    not reported
    Filer's total
    $166,150
  • David R Powell

    DIRECTOR OF

    Total calculated
    $149,770
    From this org
    $132,173
    From related orgs
    $0
    Other
    $17,597
    Hours/week
    50
  • Pamela O Moore

    DIRECTOR- PR

    Total calculated
    $129,012
    From this org
    $111,806
    From related orgs
    $0
    Other
    $17,206
    Hours/week
    40

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

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.

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.0
Source object
202503189349311830

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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