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Nonprofiteer
← CREDIT UNION ASSOCIATION OF NEW MEXICO INC

Form 990 for tax year 2025

Filed by CREDIT UNION ASSOCIATION OF NEW MEXICO INC.

Totals

Total revenue
$1,756,379
Total expenses
$1,727,620
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Listed in Part VII

  • MATT SCHMIDT

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    2

  • JUDY CARRASCO

    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

  • PHILLIP FIFIELD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MATT RARDEN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MELIA HEIMBUCK

    PRESIDENT/CEO

    Total calculated
    $368,185
    From this org
    $275,563
    From related orgs
    $0
    Other
    $92,622
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $235,980
    Bonus
    $35,574
    Other
    $4,009
    Deferred
    $75,889
    Nontaxable benefits
    $16,733
    Filer's total
    $368,185

  • SARA ROCHELLE

    VP, PUBLIC AFFAIRS & ASSOC SERVICES

    Total calculated
    $123,148
    From this org
    $100,514
    From related orgs
    $0
    Other
    $22,634
    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 — 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

The filer's explanations (Part III)

PART I, LINE 4B
CUANM ESTABLISHED A DEFERRED COMPENSATION PLAN FOR ITS CHIEF EXECUTIVE OFFICER (CEO) IN 2024. CUANM ESTABLISHED A BENEFIT FUNDING ACCOUNT OF $600,000 AT A MAJOR INSURANCE COMPANY EARNING 5.05%. ACCOUNT EARNINGS FUND THE DEFERRED COMPENSATION OBLIGATION. CUANM'S COMMITMENT UNDER THE PLAN INCLUDES PAYMENTS OF 100% OF THE INVESTMENT EARNINGS CREDITED TO THE CEO'S BENEFIT ACCOUNT ON DECEMBER 31, 2026, 2029 AND 2032. AT DECEMBER 31, 2025 AND 2024 BENEFIT ACCOUNT EARNINGS WERE $55,904 AND $24,373, RESPECTIVELY. THE TOTAL BENEFIT FUNDING ACCOUNT VALUE WAS $655,904 AND $624,373 AT DECEMBER 31, 2025 AND 2024, RESPECTIVELY. THE ACCOUNT VALUES ARE INCLUDED IN ASSETS HELD FOR INVESTMENTS IN THE CONSOLIDATED STATEMENTS OF FINANCIAL POSITION.

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.

Provenance

Return type
form_990
Tax year
2025
Filed
29 June 2026
IRS schema version
2025v4.2
Source object
202612029349300636

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