Skip to content

New Mexico · Nonprofit

NEW MEXICO SOCIETY OF CPAS FDN FOR EDUCATION & RESEARCH

NEW MEXICO SOCIETY OF CPAS FDN FOR EDUCATION & RESEARCH (New Mexico) receives grants from 1 organization whose IRS filings report $417,198 to it, the largest being NEW MEXICO SOCIETY OF CPAS ($417,198). 0 of them have funded it in more than one year.

Revenue FY2025
$816k
Funders on record
1
Grants received
$417k
Net assets
$1.5M
0/1 repeat funderspeak grant-dependency 51%
01The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended.

100 = 20172017 Revenue 100 ($600k) Expenses 100 ($633k) Net assets 100 ($1.8M)2018 Revenue 108 ($651k) Expenses 108 ($685k) Net assets 98 ($1.8M)2019 Revenue 107 ($644k) Expenses 104 ($658k) Net assets 97 ($1.8M)2020 Revenue 89 ($532k) Expenses 94 ($592k) Net assets 94 ($1.7M)2021 Revenue 57 ($340k) Expenses 71 ($447k) Net assets 88 ($1.6M)2022 Revenue 77 ($461k) Expenses 90 ($567k) Net assets 82 ($1.5M)2023 Revenue 72 ($431k) Expenses 92 ($583k) Net assets 74 ($1.3M)2024 Revenue 79 ($476k) Expenses 93 ($588k) Net assets 68 ($1.2M)2025 Revenue 136 ($816k) Expenses 83 ($525k) Net assets 84 ($1.5M)
'17'18'19'20'21'22'23'24'25
Revenue (136)Expenses (83)Net assets (84)

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 8 of the last 9 reported years ran a deficit.

−$33k
’17
−$35k
’18
−$14k
’19
−$60k
’20
−$107k
’21
−$106k
’22
−$152k
’23
−$112k
’24
$291k
’25
4.9
months of
reserve
02Who funds it

Who funds it, year by year

Grant support over time, funder by funder — shade shows the grant size each year.

Funder
'25*
total
funders
1

From the IRS filings of NEW MEXICO SOCIETY OF CPAS FDN FOR EDUCATION & RESEARCH’s funders (the co-funder graph). Association, not causation.

Where its funders are

100% of NEW MEXICO SOCIETY OF CPAS FDN FOR EDUCATION & RESEARCH's grant income comes from New Mexico funders.

NM

Funder states come from each funder’s own filing.

03Its place in the field

Organizations like NEW MEXICO SOCIETY OF CPAS FDN FOR EDUCATION & RESEARCH

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In New Mexico

Nationally

04Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

76% of spending goes to programs.

Program 76%Management 24%Fundraising 0%

Governance

26
board members
96%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990–Audited financials

Public support

85%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

NM

Part of a family of 2 related entities

  • Nm Society of Cpas · exempt
  • Nm Society of Cpas Education Fund · exempt

Screen this organization

A dated, signed PDF of the compliance screen for NEW MEXICO SOCIETY OF CPAS FDN FOR EDUCATION & RESEARCH: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds NEW MEXICO SOCIETY OF CPAS FDN FOR EDUCATION & RESEARCH?
NEW MEXICO SOCIETY OF CPAS FDN FOR EDUCATION & RESEARCH (New Mexico) receives grants from 1 organization whose IRS filings report $417,198 to it, the largest being NEW MEXICO SOCIETY OF CPAS ($417,198). 0 of them have funded it in more than one year.
How many funders does NEW MEXICO SOCIETY OF CPAS FDN FOR EDUCATION & RESEARCH have?
IRS filings report 1 organization giving $417,198 in grants to NEW MEXICO SOCIETY OF CPAS FDN FOR EDUCATION & RESEARCH.
Who is the largest funder of NEW MEXICO SOCIETY OF CPAS FDN FOR EDUCATION & RESEARCH?
NEW MEXICO SOCIETY OF CPAS is the largest funder on record, with $417,198 in grants. The full list of funders is on this page.
How can an organization like NEW MEXICO SOCIETY OF CPAS FDN FOR EDUCATION & RESEARCH find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in New Mexico. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 1 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. What this page cannot tell you · view filing