Form 990 for tax year 2023
Filed by NEW MEXICO TRIAL LAWYERS ASSOCIATION FOUNDATION.
Totals
- Total revenue
- $493,604
- Total expenses
- $432,137
- Contributions and grants received
- $35,000
- Grants paid
- $0
- Program service revenue
- $440,637
- Investment income
- $17,967
- Other revenue
- $0
- Total assets, end of year
- $904,574
- Total liabilities, end of year
- $844
- Net assets or fund balances, end of year
- $903,730
- Program services expenses (Part IX)
- $403,977
- Management and general expenses
- $28,160
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $403,977
Program services were 93.5% 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.
-
1f · All other contributions, gifts and grants
$35,000
-
2a · Program service revenue: Seminar Income
total $213,546 · unrelated business $0 · excluded $0
-
2b · Program service revenue: Educational Material
total $40,438 · unrelated business $0 · excluded $0
-
2c · Program service revenue: Amicus Curiae Pledges
total $20,800 · unrelated business $0 · excluded $0
-
2d · Program service revenue: Toy Drive
total $51,118 · unrelated business $0 · excluded $0
-
2e · Program service revenue: Sponsorships
total $111,735 · unrelated business $0 · excluded $0
-
2f · All other program service revenue
total $3,000 · unrelated business $0 · excluded $0
-
3 · Investment income
total $17,428 · unrelated business $0 · excluded $17,428
-
7a · Gross sales of assets other than inventory
securities $161,666
-
7b · Less cost or other basis and sales expenses
securities $161,127
-
7c · Gain or loss
securities $539
-
7d · Net gain or loss
total $539 · related or exempt $0 · unrelated business $0 · excluded $539
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $38,749 · program services $38,749 · management and general $0 · fundraising $0
-
7 · Other salaries and wages
total $60,322 · program services $54,291 · management and general $6,031 · fundraising $0
-
9 · Other employee benefits
total $5,377 · program services $4,839 · management and general $538 · fundraising $0
-
10 · Payroll taxes
total $4,847 · program services $4,362 · management and general $485 · fundraising $0
-
11c · Fees: accounting
total $1,765 · program services $0 · management and general $1,765 · fundraising $0
-
11f · Fees: investment management
total $2,864 · program services $0 · management and general $2,864 · fundraising $0
-
11g · Fees: other
total $30,151 · program services $30,151 · management and general $0 · fundraising $0
-
13 · Office expenses
total $1,984 · program services $1,783 · management and general $201 · fundraising $0
-
14 · Information technology
total $7,683 · program services $6,915 · management and general $768 · fundraising $0
-
16 · Occupancy
total $13,271 · program services $11,945 · management and general $1,326 · fundraising $0
-
17 · Travel
total $3,662 · program services $0 · management and general $3,662 · fundraising $0
-
19 · Conferences, conventions and meetings
total $55,862 · program services $50,276 · management and general $5,586 · fundraising $0
-
22 · Depreciation, depletion and amortization
total $0 · program services $0 · management and general $0 · fundraising $0
-
24a · Other expenses: Toy/Food Drive
total $61,501 · program services $61,501 · management and general $0 · fundraising $0
-
24b · Other expenses: Amicus Briefs
total $7,543 · program services $7,543 · management and general $0 · fundraising $0
-
24c · Other expenses: Journal expenses
total $16,625 · program services $16,625 · management and general $0 · fundraising $0
-
24d · Other expenses: Dues and Fees
total $43,583 · program services $39,225 · management and general $4,358 · fundraising $0
-
24e · All other expenses
total $76,348 · program services $75,772 · management and general $576 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $296,957 · end of year $367,393
-
9 · Prepaid expenses and deferred charges
beginning of year $54 · end of year $100
-
10a · Land, buildings and equipment: cost or other basis
$9,909
-
10b · Land, buildings and equipment: accumulated depreciation
$9,909
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $505,026 · end of year $537,081
-
25 · Other liabilities
beginning of year $2,543 · end of year $844
-
31 · Retained earnings, endowment or other funds
beginning of year $799,494 · end of year $903,730
Mission and programs · 2023
Mission
Works to provide education to attorneys and preserve their clients rights to trial by jury.
-
The organization conducted seminars and teleseminars on legal topics for judges, lawyers and their support staff. Webinars are also available through the organizations website.
Expenses $304,301 · Revenue $328,281
-
NMTL Journal: a bimonthly legal publication giving a comprehensive overview of New Mexico and federal court decisions. Educational materials are also available for sale.
Expenses $16,625 · Revenue $40,438
-
Amicus Fund submits briefs to the Supreme Court and Court of Appeals which set forth positions of plaintiffs on issues.
Expenses $21,550 · Revenue $20,800
-
Toy and Food Drive
Expenses $61,501 · Revenue $51,118
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Julianna Koob
Executive Director
- Total calculated
- $129,238
- From this org
- $77,543
- From related orgs
- $51,695
- Other
- $0
- Hours/week
- 0
-
Paul Abrams
Director
- Total calculated
- $0
- Hours/week
- 1
-
Erika Anderson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Andre Archuleta
Director
- Total calculated
- $0
- Hours/week
- 1
-
Tyler Atkins
President
- Total calculated
- $0
- Hours/week
- 1
-
Jamison Barkley
Director
- Total calculated
- $0
- Hours/week
- 1
-
Richard Barrera
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lori Bencoe
Director
- Total calculated
- $0
- Hours/week
- 1
-
Rosalind Bienvenu
Director
- Total calculated
- $0
- Hours/week
- 1
-
Margaret Branch
Director
- Total calculated
- $0
- Hours/week
- 1
-
Allegra Carpenter
Director
- Total calculated
- $0
- Hours/week
- 1
-
Nancy Cronin
Director
- Total calculated
- $0
- Hours/week
- 1
-
Katie Curry
Director
- Total calculated
- $0
- Hours/week
- 1
-
Michael Doyle
Director
- Total calculated
- $0
- Hours/week
- 1
-
David Duhigg
Director
- Total calculated
- $0
- Hours/week
- 1
-
Michael Duran
Director
- Total calculated
- $0
- Hours/week
- 1
-
Brian Egolf
Director
- Total calculated
- $0
- Hours/week
- 1
-
Katherine Ferlic
Director
- Total calculated
- $0
- Hours/week
- 1
-
Sean Fitzpatrick
Director
- Total calculated
- $0
- Hours/week
- 1
-
Connie Flores
Director
- Total calculated
- $0
- Hours/week
- 1
-
Adam Flores
Director
- Total calculated
- $0
- Hours/week
- 1
-
Theresa Hacsi
Director
- Total calculated
- $0
- Hours/week
- 1
-
Nikko Harada
Director
- Total calculated
- $0
- Hours/week
- 1
-
Andrea Harris
Director
- Total calculated
- $0
- Hours/week
- 1
-
F Michael Hart
Director
- Total calculated
- $0
- Hours/week
- 1
-
Dusti Harvey
Director
- Total calculated
- $0
- Hours/week
- 1
-
Rachel Higgins
Director
- Total calculated
- $0
- Hours/week
- 1
-
Corbin Hildebrandt
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lee Hunt
Director
- Total calculated
- $0
- Hours/week
- 1
-
Justin Kaufman
Director
- Total calculated
- $0
- Hours/week
- 1
-
William Keeler
Director
- Total calculated
- $0
- Hours/week
- 1
-
Zackeree Kelin
Director
- Total calculated
- $0
- Hours/week
- 1
-
Cherie LaCour
Director
- Total calculated
- $0
- Hours/week
- 1
-
Cid D Lopez
Director
- Total calculated
- $0
- Hours/week
- 1
-
Katie Marion
Director
- Total calculated
- $0
- Hours/week
- 1
-
Stephen Marshall
Director
- Total calculated
- $0
- Hours/week
- 1
-
David Martinez
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kristina Martinez
Director
- Total calculated
- $0
- Hours/week
- 1
-
Nicholas Mattison
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Randi McGinn
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mollie C McGraw
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mixcoatl Miera-Rosete
Director
- Total calculated
- $0
- Hours/week
- 1
-
A Elicia Montoya
Director
- Total calculated
- $0
- Hours/week
- 1
-
Joel Newton
Director
- Total calculated
- $0
- Hours/week
- 1
-
Christopher Papaleo
Director
- Total calculated
- $0
- Hours/week
- 1
-
Richard J Parmley Jr
Director
- Total calculated
- $0
- Hours/week
- 1
-
Victor Poulos
Director
- Total calculated
- $0
- Hours/week
- 1
-
Feliz Rael
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Geoffrey Romero
Director
- Total calculated
- $0
- Hours/week
- 1
-
Julio Romero
Director
- Total calculated
- $0
- Hours/week
- 1
-
Pia Salazar
Director
- Total calculated
- $0
- Hours/week
- 1
-
Andrew Scholl
Director
- Total calculated
- $0
- Hours/week
- 1
-
Michael Sievers
Director
- Total calculated
- $0
- Hours/week
- 1
-
Komal Stiver
Director
- Total calculated
- $0
- Hours/week
- 1
-
David Stout
Director
- Total calculated
- $8,620
- From this org
- $8,620
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
James Tawney
Director
- Total calculated
- $0
- Hours/week
- 1
-
Bruce Thompson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Victor Titus
Director
- Total calculated
- $0
- Hours/week
- 1
-
Denise Torres
Director
- Total calculated
- $0
- Hours/week
- 1
-
Maria Touchet
Immediate Past President
- Total calculated
- $0
- Hours/week
- 1
-
Rob Treinen
Director
- Total calculated
- $0
- Hours/week
- 1
-
Gabrielle Valdez
Director
- Total calculated
- $0
- Hours/week
- 1
-
Richard Valle
Director
- Total calculated
- $0
- Hours/week
- 1
-
Matthew Vance
Director
- Total calculated
- $0
- Hours/week
- 1
-
Ray Vargas
Director
- Total calculated
- $0
- Hours/week
- 1
-
Adrian Vega
Director
- Total calculated
- $0
- Hours/week
- 1
-
Samuel Walker
Director
- Total calculated
- $0
- Hours/week
- 1
-
Vincent J Ward
Director
- Total calculated
- $0
- Hours/week
- 1
-
Peter White
Director
- Total calculated
- $0
- Hours/week
- 1
-
Bryan Williams
Director
- Total calculated
- $0
- Hours/week
- 1
-
Joleen Youngers
Director
- 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.
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.
-
New Mexico Trial Lawyers Association Inc
501(c)(6) · NM
Directly controlled by na
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 23 January 2025
- IRS schema version
- 2023v6.0
- Source object
- 202500239349301425
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