National Association of Social Workers - New Mexico Chapter

Nonprofit profile at a glance

EIN
510218330
IRS 990 coverage
2010–2014
Forms available
Form 990 2014
Location
Albuquerque, NM, USA
Phone
5052472336
Rating
78
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Labor Unions

Official website

Reported finances

Revenue
$363,505
Expenses
$317,003
Assets
$392,553
Liabilities
$45,126

Source: IRS Form 990. Selected filing: tax year 2014. Amounts in USD.

Leadership & pay

15 people listed

Executive titles in this filing

  • NANETTE CONCOTELLI-FISK (PRESIDENT)
  • SUSAN CASIAS (PRESIDENT EL)

Highest reported compensation

  • PATRICK TYRRELL (EXECUTIVE DI): $59,845 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2014. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Weaving the social work profession together to serve our culturally diverse populations by embracing social justice and inspiring social change.

What it reported doing in 2014

Educate social workers and students throughout New Mexico by hosting the New Mexico annual conference for social workers. During the year ended june 30, 2015, the (35th annual)conference "celebrating diversity, empowering community" included four days of workshops, continuing education, meetings, informational exhibits and activities for social workers. 766 attendees participated in these events.

Operating model

Revenue model
Earned-program. 94% of the money available for current operations came from fees and other program revenue.
Distribution model
Direct operator. The filing allocates 100% 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 - The filed numbers largely add up and a large share of available resources goes toward mission work. Some filing-based governance responses are negative or unanswered and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 61
  • Transparency & Controls: 92
  • Accountability: 90
  • Sustainability: 54
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 64.6%; rating input score 65
  • Program expense ratio: 75.4%; rating input score 75
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 6 of 8 controls in place; rating input score 75
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 12.8%; rating input score 71; 71st percentile among comparable filings
  • Total-asset coverage ratio: 1.24; rating input score 49; 49th percentile among comparable filings
  • Liabilities to assets ratio: 0.11; rating input score 34; 34th percentile among comparable filings
  • Officer compensation ratio: 18.9%; rating input score 22; 22nd percentile among comparable filings

Growth

  • Program expense growth: 1.2% per year; rating input score 100; 47th percentile among comparable filings
  • Revenue growth: 3.8% per year; rating input score 100; 54th percentile among comparable filings
  • Asset growth: 8.3% per year; rating input score 100; 67th percentile among comparable filings

Details

  • Where the money goes: 64.6% of revenue deployed · 75.4% of spending went to programs
  • Governance: 14 of 14 board members independent · 6 of 8 filing controls reported
  • Programs: 2 filed program accomplishments · $239K in reported program spending
  • Leadership: top reported pay $60K · 15 people listed
  • Consistency: 28 of 28 current checks pass
  • Schedules: 4 filed schedules · includes major donors
  • Filing history: 5 filing years from 2010 to 2014
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Related organizations: 1 filed related-organization link
  • 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 — Accountability: Governance controls: 2 of 8 not reported.
  • Moderate — Sustainability: Total-asset coverage ratio scored 49/100.
  • High — Sustainability: Officer compensation ratio scored 22/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 34/100.