Northern Area Local Workforce Development Board FY2022 filing

Tax-deductible

Santa Fe, NM501(c)(3)EmploymentEIN 85-0477634Revenue $6.3M in FY2022

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.
90¢ of each $1 spent went to programs.
$82K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2022 · 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
90%
of spending
Looks good: 90% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$82K
to officers and key staff · 1% of spending
Looks good: pay to officers and key staff is 1% 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
$184K
84% of total assets
Concern: liabilities are 84% of assets; over 80%.
Pt X · Ln 26
Independent board members
20
of 20 voting members
Looks good: 20 of 20 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.3M
+35% vs prior year
Spent
$6.3M
To programs
90%
Net assets
$36K
By yearFY2020–FY2024
Revenue
$6.3M
FY2022▲ +35%
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
$6.3M
FY2022▲ +35%
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
$36K
FY2022▼ -3%
Tap a bar for its year
Net assets by fiscal year
FY2020$38K
FY2021$37K
FY2022$36K
FY2023$38K
FY2024$50K

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 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

90 cents of each dollar spent went to programs.

Program services 90% · $5.7M Management & general 10% · $664K

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

22 people listed on the 990; $82K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Dir.
$78,000Pt VII · Sec A
$1,135Pt VII · Sec A
$1,040Pt VII · Sec A
Director
$540Pt VII · Sec A
Vice Chairman
$405Pt VII · Sec A
Director
$315Pt VII · Sec A
Director
$225Pt VII · Sec A
Director
$180Pt 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 · $5.7M · in their own filed words · FY2022
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.

$5.7Mprogram 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 FY2022 990, line by line.

1The main four
Money inPt VIII
$6.3M
Ln 12
Gifts and grantsLn 1h$6.3M
Money outPt IX
$6.3M
Ln 25
Programscol B$5.7M
Managementcol C$664K
Owns and owesPt X
$36K
net assets · Ln 32
Cash and savingsLn 1–2$4K
Total assetsLn 16$220K
LiabilitiesLn 26$184K
PeoplePt VI, VII
22
listed · VII A
PaidVII A12
Voting boardVI 1a20
IndependentVI 1b20
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6.3M
Government grantsLn 1e$6.3M
Gains on assetsLn 7$0
Total revenueLn 12$6.3M
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$69K
Total assetsLn 16$220K
LiabilitiesLn 26$184K
Net assetsLn 32$36K
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 FY22End FY22
Cash and savingsLn 1–2$262K$4K
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$0
Total assetsLn 16$314K$220K
LiabilitiesLn 26$277K$184K
Net assetsLn 32$37K$36K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$2.8M$2.8M
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$82K$82K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$231K$137K$94K
Pension plan contributionsLn 8$22K$7K$15K
Other employee benefitsLn 9$13K$8K$5K
Payroll taxesLn 10$39K$18K$21K
Management feesLn 11a$0
Legal feesLn 11b$4K$4K
Accounting feesLn 11c$190K$190K
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$31K$2K$29K
Advertising and promotionLn 12$701$126$575
Office expensesLn 13$5K$3K$2K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$83K$48K$35K
TravelLn 17$18K$18K
Travel and entertainment for public officialsLn 18$29K$29K
Conferences, conventions and meetingsLn 19$15K$15K
InterestLn 20$18$18
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$17K$10K$7K
Other expenses (24a–d)Ln 24$2.7M$2.6M$99K
All other expensesLn 24e$38K$21K$17K
Total functional expensesLn 25$6.3M$5.7M$664K$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 Viewing $6.3M$6.3M−$187$36K 990 PDF
FY2021 $4.7M$4.7M−$829$37K 990 PDF
FY2020 $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 FY2022 990 (6 parts)
Part I · Summary $6,344,668 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,682,823$6,344,668
I-9 Program service revenue$0
I-10 Investment income$0
I-11 Other revenue$0
I-12 Total revenuePrior year $4,682,823$6,344,668
I-13 Grants and similar amounts paidPrior year $1,711,130$2,842,283
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $378,884$386,902
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $2,593,638$3,115,670
I-18 Total expensesPrior year $4,683,652$6,344,855
I-19 Revenue less expensesPrior year −$829−$187
Part VI · Governance 20 of 20 board members independent, 1 to look at
VI-1a Voting members of the governing body20
VI-1b Independent voting members20
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 $6,344,668 across 8 lines filed
VIII-1e Government grants$6,344,668
VIII-1h Total contributions, gifts and grants$6,344,668
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$6,344,668
Part IX · Statement of functional expenses $6,344,855 across 31 lines filed
IX-1 Grants to domestic organizationsPrograms $2,842,283$2,842,283
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 $82,295$82,295
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $137,126 · Management $93,938$231,064
IX-8 Pension plan contributionsPrograms $6,847 · Management $15,425$22,272
IX-9 Other employee benefitsPrograms $7,517 · Management $5,003$12,520
IX-10 Payroll taxesPrograms $17,549 · Management $21,202$38,751
IX-11a Management fees$0
IX-11b Legal feesManagement $4,044$4,044
IX-11c Accounting feesManagement $189,836$189,836
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $2,492 · Management $28,690$31,182
IX-12 Advertising and promotionPrograms $126 · Management $575$701
IX-13 Office expensesPrograms $2,519 · Management $2,248$4,767
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $47,992 · Management $34,639$82,631
IX-17 TravelManagement $18,307$18,307
IX-18 Travel and entertainment for public officialsManagement $29,470$29,470
IX-19 Conferences, conventions and meetingsManagement $15,058$15,058
IX-20 InterestManagement $18$18
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 InsurancePrograms $10,071 · Management $7,369$17,440
IX-24 Other expenses (24a–d)Programs $2,585,154 · Management $99,021$2,684,175
IX-24e All other expensesPrograms $20,804 · Management $17,237$38,041
IX-25 Total functional expensesPrograms $5,680,480 · Management $664,375 · Fundraising $0$6,344,855
Part X · Balance sheet $220,258 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $262,176$4,241
X-2 Savings and temporary cash investments$0
X-3 Pledges and grants receivable$142,496
X-4 Accounts receivable$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred charges$4,414
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 $51,978$69,107
X-16 Total assetsStart of year $314,154$220,258
X-17 Accounts payable and accrued expensesStart of year $226,850$33,887
X-25 Other liabilitiesStart of year $46,998$150,223
X-26 Total liabilitiesStart of year $276,922$184,110
X-32 Total net assets or fund balancesStart of year $37,232$36,148
X-33 Total liabilities and net assetsStart of year $314,154$220,258
Part XI · Reconciliation of net assets $36,148 net assets at year end
XI-1 Total revenue$6,344,668
XI-2 Total expenses$6,344,855
XI-3 Revenue less expenses−$187
XI-4 Net assets at start of year$37,232
XI-9 Other changes in net assets−$897
XI-10 Net assets at end of year$36,148

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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