Historical Society of New Mexico

Nonprofit profile at a glance

EIN
856011525
IRS 990-EZ coverage
2014–2025
Forms available
Form 990-EZ 2025, Form 990-N 2018
Location
Santa Fe, NM, USA
Phone
5059821986
Rating
73
Verdict
SUPPORTED
Rating confidence
Moderate

Official website

Reported finances

Revenue
$104,714
Expenses
$65,839
Assets
$177,630

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

18 people listed

Executive titles in this filing

  • JOSEPH BRITTON (PRESIDENT)

People named in this filing

  • JOSEPH BRITTON (PRESIDENT)
  • TROY AINSWORTH (VICE PRESIDE)
  • REBECCA ULLRICH (SECRETARY)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

To increase the knowledge of nm history disseminate info on and support education in nm history to encourage the preservation of historic objects and properties.

What it reported doing in 2025

A scholarly publication, la chronica de nuevo mexico, is published four times a year with reviewed articles on borderland and New Mexico history. It is distributed to approximately 500 individuals and libraries throughout the state.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 89% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

SUPPORTED - A large share of total spending goes to programs and the filed numbers largely add up. A relatively small share of available resources goes toward mission work and assets have declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 66
  • Transparency & Controls: 82
  • Sustainability: 73
  • Growth: 80

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 53.8%; rating input score 54
  • Program expense ratio: 84.6%; rating input score 85

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 37.1%; rating input score 86; 86th percentile among comparable filings
  • Total-asset coverage ratio: 2.7; rating input score 87; 87th percentile among comparable filings
  • Liabilities to assets ratio: Limited
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 2.7% per year; rating input score 100; 37th percentile among comparable filings
  • Revenue growth: 3.4% per year; rating input score 100; 36th percentile among comparable filings
  • Asset growth: -0.4% per year; rating input score 0; 25th percentile among comparable filings

Details

  • Where the money goes: 53.8% of revenue deployed · 84.6% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $56K in reported program spending
  • Leadership: top reported pay $0 · 18 people listed
  • Consistency: 8 of 8 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 9 filing years from 2014 to 2025
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 54/100.
  • High — Growth: Asset growth scored 0/100.