TY 2024 Form 990EZ

Form990EZ

Department of the Treasury
Internal Revenue Service

Short Form
Return of Organization Exempt From Income Tax

Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)

Do not enter social security numbers on this form as it may be made public.

Go to www.irs.gov/Form990EZ for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public
Inspection

Check if applicable:

Address change

Name change

Initial return

Final return/terminated

Amended return

Application pending

C Name of organization
New Mexico Association of Educational
Retirees

Number and street (or P. O. box, if mail is not delivered to street address)3900 Juan Tabo NE Suite 7
Room/suite

City or town, state or province, country, and ZIP or foreign postal code Albuquerque, NM87111

D Employer identification number

51-0217377

E Telephone number

(505) 275-6427

F Group Exemption
Number bullet

Part ⅢStatement of Program Service Accomplishments (see the instructions for Part III) Check if the organization used Schedule O to respond to any question in this Part III . .	Expenses (Required for section 501(c)(3) and 501(c)(4) organizations; optional for others.)
What is the organization's primary exempt purpose? The Organization is dedicated to promoting successful retirement from education employment, influencing the legislative process as it affects issues relating to retirees, especially educational retirees.
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. In a clear and concise manner, describe the services provided, the number of persons benefited, and other relevant information for each program title.
28 During the fiscal year, New Mexico Association of Educational Retirees promoted successful retirement from education employment with the following program activities:1) Being able to communicate successfully with our membership using a Zoom platform and e-mail to a large number of members.2) Having a successful State Convention.3) Having a successful legislative campaign and advocating for the passage of bills pertaining to retiree benefits. (Grants $ ) If this amount includes foreign grants, check here ...			28a	142,849
29 (Grants $ ) If this amount includes foreign grants, check here ...			29a
30 (Grants $ ) If this amount includes foreign grants, check here ...			30a
31 Other program services (describe in Schedule O) ................ (Grants $ ) If this amount includes foreign grants, check here...	31a
32 Total program service expenses (add lines 28a through 31a)..........	32	142,849

(a) Name and title	(b) Average hours per week devoted to position	(c) Reportable compensation (Forms W-2/1099-MISC) (if not paid, enter -0-)
Dr Pauline Rindone President	3.60	0
Joelyn Pafford 1st Vice-Pres	1.80	0
Ray Vincent 2nd Vice-Pres	1.80	0
Cheryl Dotson 3rd Vice-Pres	1.80	0
Janice Sells Treasurer	15.00	12,875
Linda Carr Past President	1.80	0
Allen Templeton At Large Rep	1.80	0
Jim Conyer At Large Rep	1.80	0
Dr Tomas Salazar NMRHCA Rep	5.30	0
H Russell Goff Executive Dir.	16.70	35,748

Yes

Did the organization engage in lobbying activities or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II .......................

Is the organization a school as described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E ..

49a

Did the organization make any transfers to an exempt non-charitable related organization?......

49a

If "Yes," was the related organization a section 527 organization?................

49b

Complete this table for the organization's five highest compensated employees (other than officers, directors, trustees and key employees) who each received more than $100,000 of compensation from the organization. If there is none, enter "None."

(a) Name and title of each employee	(b) Average hours per week devoted to position	(c) Reportable compensation (Forms W-2/1099-MISC)	(d) Health benefits, contributions to employee benefit plans, and deferred compensation	(e) Estimated amount of other compensation
NONE

Total number of other employees paid over $100,000 ............. bullet

Complete this table for the organization's five highest compensated independent contractors who each received more than $100,000 of compensation from the organization. If there is none, enter "None."

(a) Name and business address of each independent contractor	(b) Type of service	(c) Compensation
NONE

Return Reference	Explanation
Other Expenses.1002	Office Expenses $4105
Other Expenses.1003	Information Technology $466
Other Expenses.1005	Travel $656
Other Expenses.1012	Insurance $930
Other Expenses.2	Committee expenses $8268
Other Expenses.3	Convention expense $5899
Other Expenses.4	Equipment $3437
Other Expenses.5	Training $2665
Other Expenses.7	Miscellaneous expenses $1787
Other Expenses.8	Dues $14
Other Expenses.9	Bank and credit card fees $6
Other Assets.1011	Prepaid Expenses and Deferred Charges - Beginning $776 Prepaid Expenses and Deferred Charges - Ending $1552
Total Liabilities.1001	Accounts Payable and Accrued Expenses - Beginning $14764 Accounts Payable and Accrued Expenses - Ending $2268
Total Liabilities.1003	Deferred Revenue - Beginning $810 Deferred Revenue - Ending $0

Return Reference

Explanation

Other Expenses.1002

Office Expenses $4105

Other Expenses.1003

Information Technology $466

Other Expenses.1005

Travel $656

Other Expenses.1012

Insurance $930

Other Expenses.2

Committee expenses $8268

Other Expenses.3

Convention expense $5899

Other Expenses.4

Equipment $3437

Other Expenses.5

Training $2665

Other Expenses.7

Miscellaneous expenses $1787

Other Expenses.8

Dues $14

Other Expenses.9

Bank and credit card fees $6

Other Assets.1011

Prepaid Expenses and Deferred Charges - Beginning $776 Prepaid Expenses and Deferred Charges - Ending $1552

Total Liabilities.1001

Accounts Payable and Accrued Expenses - Beginning $14764 Accounts Payable and Accrued Expenses - Ending $2268

Total Liabilities.1003

Deferred Revenue - Beginning $810 Deferred Revenue - Ending $0

1	Contributions, gifts, grants, and similar amounts received ....................	1	15,775
2	Program service revenue including government fees and contracts ................	2
3	Membership dues and assessments .............................	3	136,354
4	Investment income ....................................	4	4,723
5a	Gross amount from sale of assets other than inventory .......	5a
b	Less: cost or other basis and sales expenses ............	5b	0
c	Gain or (loss) from sale of assets other than inventory (Subtract line 5b from line 5a) ......	5c
6	Gaming and fundraising events
a	Gross income from gaming (attach Schedule G if greater than $15,000)	6a
b	Gross income from fundraising events (not including $ of contributions from fundraising events reported on line 1) (attach Schedule G if the			sum of such gross income and contributions exceeds $15,000) ..	6b	0
c	Less: direct expenses from gaming and fundraising events ...	6c	0
d	Net income or (loss) from gaming and fundraising events (add lines 6a and 6b and subtract line 6c)	6d
7a	Gross sales of inventory, less returns and allowances ......	7a
b	Less: cost of goods sold .............	7b	0
c	Gross profit or (loss) from sales of inventory (Subtract line 7b from line 7a) .........	7c
8	Other revenue (describe in Schedule O) ....................	8
9	Total revenue. Add lines 1, 2, 3, 4, 5c, 6d, 7c, and 8 ..............	9	156,852

10	Grants and similar amounts paid (list in Schedule O) ................	10
11	Benefits paid to or for members ......................	11
12	Salaries, other compensation, and employee benefits ................	12	70,539
13	Professional fees and other payments to independent contractors ............	13	23,738
14	Occupancy, rent, utilities, and maintenance ...................	14	7,750
15	Printing, publications, postage, and shipping ...................	15	26,581
16	Other expenses (describe in Schedule O) ...................	16	28,233
17	Total expenses. Add lines 10 through 16 .................	17	156,841

18	Excess or (deficit) for the year (Subtract line 17 from line 9) ............	18	11
19	Net assets or fund balances at beginning of year (from line 27, column (A)) (must agree with
	end-of-year figure reported on prior year’s return) .................	19	294,385
20	Other changes in net assets or fund balances (explain in Schedule O) ...........	20	-70
21	Net assets or fund balances at end of year. Combine lines 18 through 20 ..........	21	294,326

Sign Here

	Signature of officer	Date

	Type or print name and title

Software ID:	24020490
Software Version:	2024v5.1