Northern Area Local Workforce Development Board FY2020 filing

Tax-deductible

Santa Fe, NM501(c)(3)EmploymentEIN 85-0477634Revenue $4.7M in FY2020

On file with the IRSnorthernboard.org112 W San Francisco Street Suite 31, 87501-2112 · Santa Fe, NMTax-exempt since Feb 2002Publicly supported charity — 170(b)(1)(A)(vi)

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Provide workforce training and development to citizens of Northern New Mexico.

501(c)(3) charity; gifts are tax-deductible.
87¢ of each $1 spent went to programs.
$113K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $7K a year · under 1% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$113K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.0 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$25K
40% of total assets
Looks good: liabilities are 40% of assets; 50% or less.
Pt X · Ln 26
Independent board members
27
of 27 voting members
Looks good: 27 of 27 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$4.7M
Spent
$4.7M
To programs
87%
Net assets
$38K
By yearFY2020–FY2024
Revenue
$4.7M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$4.7M
FY2021$4.7M
FY2022$6.3M
FY2023$4.8M
FY2024$4.3M
Expenses
$4.7M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$4.7M
FY2021$4.7M
FY2022$6.3M
FY2023$4.8M
FY2024$4.3M
Net assets
$38K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$38K
FY2021$37K
FY2022$36K
FY2023$38K
FY2024$50K

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 2002.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $4.1M Management & general 13% · $596K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

26 people listed on the 990; $113K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Dir.
$51,070Pt VII · Sec A
$37,486Pt VII · Sec A
$5,225Pt VII · Sec A
Director
$3,135Pt VII · Sec A
$2,660Pt VII · Sec A
Director
$2,470Pt VII · Sec A
$2,090Pt VII · Sec A
$1,900Pt VII · Sec A

Lisa Ortiz’s $84K as Executive Dir. is at the 16th percentile of top reported officer pay among 1245 $1–10M employment nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Lisa Ortiz$84,240$79,704$78,000$81,000$51,070
Leanne Salazar-Montoya————$37,486
Joseph Weathers$1,655$2,275$1,135$1,960$5,225
Rudy Garcia$45—$180$650$3,135
Floyd Archuleta$835$2,225$1,040$930$2,660
Tomas Garcia———$570$2,470
Carlos Medina————$2,090
Jon Paul Romero$225$460$405$835$1,900

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Northern Area Local Workforce Development Board executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Trains and develops the workforce for Northern New Mexico residents.

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Provided by the organization

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1 program · $4.1M · in their own filed words · FY2020
01

Promote business and community partnerships for local economic development while providing vocational training and employment services to meet the demands of a changing workforce including adults, dislocated workers, and youth.

$4.1Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking
Grants paid · 6 grants · $12.2M · 2020–2024
Help-New Mexico INCNM · FY2024$2,990,062
Help-New Mexico INCNM · FY2023$1,434,804
Help-New Mexico INCNM · FY2022$2,842,283
Help-New Mexico INCNM · FY2021$1,711,130
Ser Jobs for Progress INCFY2020$2,573,090
HelpFY2020$624,514

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$4.7M
Ln 12
Gifts and grantsLn 1h$4.7M
Money outPt IX
$4.7M
Ln 25
Programscol B$4.1M
Managementcol C$596K
Owns and owesPt X
$38K
net assets · Ln 32
Cash and savingsLn 1–2$4K
Total assetsLn 16$63K
LiabilitiesLn 26$25K
PeoplePt VI, VII
26
listed · VII A
PaidVII A14
Voting boardVI 1a27
IndependentVI 1b27
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$4.7M
Government grantsLn 1e$4.7M
Gains on assetsLn 7$0
Total revenueLn 12$4.7M
Assets in detailPt X, end of year
CashLn 1$4K
SavingsLn 2$0
Cash and savings togetherLn 1–2$4K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Other assetsLn 15$40K
Total assetsLn 16$63K
LiabilitiesLn 26$25K
Net assetsLn 32$38K
OperationsPt I, VI
EmployeesI 5269
VolunteersI 617
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$472$4K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$318K$63K
LiabilitiesLn 26$302K$25K
Net assetsLn 32$16K$38K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$3.2M$3.2M
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$113K$113K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$255K$156K$99K
Pension plan contributionsLn 8$13K$8K$5K
Other employee benefitsLn 9$8K$7K$1K
Payroll taxesLn 10$34K$14K$20K
Management feesLn 11a$0
Legal feesLn 11b$10K$10K
Accounting feesLn 11c$152K$152K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$89K$19K$69K
Advertising and promotionLn 12$1K$1K
Office expensesLn 13$28K$26K$2K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$106K$63K$43K
TravelLn 17$8K$71$8K
Travel and entertainment for public officialsLn 18$12K$12K
Conferences, conventions and meetingsLn 19$2K$2K
InterestLn 20$167$167
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$12K$7K$6K
Other expenses (24a–d)Ln 24$621K$594K$27K
All other expensesLn 24e$62K$37K$25K
Total functional expensesLn 25$4.7M$4.1M$596K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $4.3M$4.3M$12K$50K 990 PDF
FY2023 $4.8M$4.8M$2K$38K 990 PDF
FY2022 $6.3M$6.3M−$187$36K 990 PDF
FY2021 $4.7M$4.7M−$829$37K 990 PDF
FY2020 Viewing $4.7M$4.7M$22K$38K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $4,747,345 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,458,964$4,747,345
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenuePrior year $4,458,964$4,747,345
I-13 Grants and similar amounts paidPrior year $3,426,735$3,197,604
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $413,140$422,613
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $609,854$1,104,871
I-18 Total expensesPrior year $4,449,729$4,725,088
I-19 Revenue less expensesPrior year $9,235$22,257
Part VI · Governance 27 of 27 board members independent, 1 to look at
VI-1a Voting members of the governing body27
VI-1b Independent voting members27
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $4,747,345 across 8 lines filed
VIII-1e Government grants$4,747,345
VIII-1h Total contributions, gifts and grants$4,747,345
VIII-3 Investment income$0
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$0
VIII-12 Total revenue$4,747,345
Part IX · Statement of functional expenses $4,725,088 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $3,197,604$3,197,604
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffManagement $113,066$113,066
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $156,261 · Management $99,040$255,301
IX-8 Pension plan contributionsPrograms $7,888 · Management $4,812$12,700
IX-9 Other employee benefitsPrograms $6,757 · Management $1,200$7,957
IX-10 Payroll taxesPrograms $13,942 · Management $19,647$33,589
IX-11a Management fees$0
IX-11b Legal feesManagement $10,353$10,353
IX-11c Accounting feesManagement $152,392$152,392
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $19,410 · Management $69,110$88,520
IX-12 Advertising and promotionManagement $1,306$1,306
IX-13 Office expensesPrograms $25,844 · Management $2,319$28,163
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $63,366 · Management $42,949$106,315
IX-17 TravelPrograms $71 · Management $7,957$8,028
IX-18 Travel and entertainment for public officialsManagement $12,208$12,208
IX-19 Conferences, conventions and meetingsManagement $2,011$2,011
IX-20 InterestManagement $167$167
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsurancePrograms $6,559 · Management $5,938$12,497
IX-24 Other expenses (24a–d)Programs $594,146 · Management $26,659$620,805
IX-24e All other expensesPrograms $36,789 · Management $25,317$62,106
IX-25 Total functional expensesPrograms $4,128,637 · Management $596,451 · Fundraising $0$4,725,088
Part X · Balance sheet $63,154 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $472$4,016
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivableStart of year $304,348$18,246
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$901
X-10c Land, buildings and equipment, net$0
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $12,909$39,991
X-16 Total assetsStart of year $317,729$63,154
X-25 Other liabilitiesStart of year $25,468$25,093
X-26 Total liabilitiesStart of year $301,925$25,093
X-32 Total net assets or fund balancesStart of year $15,804$38,061
X-33 Total liabilities and net assetsStart of year $317,729$63,154
Part XI · Reconciliation of net assets $38,061 net assets at year end
XI-1 Total revenue$4,747,345
XI-2 Total expenses$4,725,088
XI-3 Revenue less expenses$22,257
XI-4 Net assets at start of year$15,804
XI-10 Net assets at end of year$38,061

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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