Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| Other Expenses.1003 | Information Technology $3529 |
| Other Expenses.1012 | Insurance $1702 |
| Other Expenses.1 | CONVENTION $37465 |
| Other Expenses.2 | TELEPHONE/CONFERENCE $2751 |
| Other Expenses.3 | EDUCATION $2192 |
| Other Expenses.4 | MEETINGS $1325 |
| Other Expenses.5 | BANK SERVICE CHARGES $984 |
| Other Expenses.6 | OFFICER & COMMITEE $720 |
| Other Expenses.7 | BAD DEBTS $600 |
| Other Expenses.8 | POSTAGE $495 |
| Other Expenses.9 | SUPPLIES & EQUIPMENT $235 |
| Other Expenses.10 | MISC/LATE FEES $163 |
| Other Expenses.11 | CREDIT CARD FEES $146 |
| Other Expenses.12 | LICENSE & PERMITS $101 |
| Other Expenses.13 | FILING FEE $20 |
| Other Assets.1 | PREPAID EXPENSES & DEFERRED CHARGES - Beginning $9232 PREPAID EXPENSES & DEFERRED CHARGES - Ending $0 |
| Other Assets.2 | RESTRICTED CASH HELD FOR RELATED PARTIES - Beginning $33607 RESTRICTED CASH HELD FOR RELATED PARTIES - Ending $35427 |
| Total Liabilities.1001 | Accounts Payable and Accrued Expenses - Beginning $0 Accounts Payable and Accrued Expenses - Ending $44197 |
| Total Liabilities.1 | TOTAL DUE TO RELATED ENTITIES - Beginning $33603 TOTAL DUE TO RELATED ENTITIES - Ending $35427 |
| Total Liabilities.2 | PAC CONTRIBUTION PAYABLE - Beginning $-30 PAC CONTRIBUTION PAYABLE - Ending $0 |
| Total Liabilities.3 | DEFERRED INCOME - Beginning $800 DEFERRED INCOME - Ending $0 |
| EXPLANATION REGARDING EXECUTIVE DIRECTOR | INDEPENDENT INSURANCE AGENTS OF NEW MEXICO (IIANM) WAS ENGAGED TO MANAGE THE ORGANIZATION FOR 2019. THE OUTGOING EXECUTIVE DIRECTOR, THOM TURBETT, WORKED FOR IIANM AND MANAGED NMLTA UNTIL SEPTEMBER 30, 2018. THE CURRENT EXECUTIVE DIRECTOR, PATTY PADON, ALSO WORKED FOR IIANM AND TOOK OVER MANAGEMENT EFFECTIVE OCTOBER 1, 2018. |
| INFORMATION REGARDING PERSONAL BENEFIT CONTRACTS: | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| Software ID: | 19009920 |
| Software Version: | 2019v5.0 |