New Mexico Society of Cpas
The organizations primary purpose is to advocate for members and the profession through the promotion of excellence and ethical standards.
New Mexico Society of Cpas at a glance
In short: New Mexico Society of Cpas gave $417K across 1 grant in 2025 (avg $417K), mostly in New Mexico. Source: 2025 IRS Form 990.
- Annual giving (2025)
- $417,198
- Grants made (2025)
- 1
- Average grant
- $417,198
- Median grant
- $417,198
- Total assets
- $309,404
- -55.9% vs 2024
- Primary geography
- New Mexico (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated September 2026.
Who New Mexico Society of Cpas funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was NMSCPA Foundation for Education & Research ($417K).
Grant Size Distribution
1 grant across all recorded years
The most common grant size was in the $250–500K range: 1 grant of 1 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
In 2025 it made 1 grant totaling $417K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| NMSCPA Foundation for Education & Research Albuquerque, NM | $417,198 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $309,404 | $503,116 | $852,152 | $417,198 | 1 | $5,837 |
| 2024 | $702,269 | $493,310 | $448,986 | — | — | $2,037 |
| 2023 | $681,654 | $501,725 | $454,844 | — | — | — |
| 2022 | $558,752 | $510,978 | $392,269 | — | — | — |
| 2021 | $440,325 | $442,257 | $367,656 | — | — | — |
| 2020 | $300,693 | $507,335 | $451,739 | — | — | — |
| 2019 | $252,203 | $485,362 | $471,982 | — | — | — |
About New Mexico Society of Cpas
Based on IRS filings
New Mexico Society of Cpas is a public charity focused on Education, based in Albuquerque, NM. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $309K in total assets. In 2025, it awarded 1 grant totaling $417K. Net investment income was $6K.
Focus Areas
Leadership & Key People
Officers and directors from IRS filings
New Mexico Society of Cpas is led by Jeanette Contreras, President since 2023 (on filings since 2022); 2 of 27 officers listed in 2025 are compensated.
Officers on the 2025 filing
Jeanette Contreras
President
President After → President, 2023
On filings since 2022
40 hrs/week
$44K (2022) → $103K (2025)
Corrine Zajac-Clarkson
Chairman of the Board
Treasurer → Chairman of the Board, 2025
On filings since 2021
5 hrs/week
No compensation reported
Christopher Salcido
Director
On filings since 2019
1 hr/week
No compensation reported
Darren Davis
Director
On filings since 2019
1 hr/week
No compensation reported
Howie Herbert III
Director
On filings since 2019
1 hr/week
No compensation reported
Joshua Edwards
Director
On filings since 2019
1 hr/week
No compensation reported
Mary Alice Walker-Lysak
Director
On filings since 2019
1 hr/week
No compensation reported
Misty Schuck
Director
On filings since 2019
1 hr/week
No compensation reported
David Lafferty
Director
On filings since 2020
1 hr/week
No compensation reported
Nicholas Williams
Director
On filings since 2020
1 hr/week
No compensation reported
Tracy Armijo
Director
On filings since 2020
1 hr/week
No compensation reported
Gwen Mansfield-Vogt
Director
On filings since 2021
1 hr/week
No compensation reported
Ryan Latimer
Director
On filings since 2021
1 hr/week
No compensation reported
Janet Pacheco Morton
Director
On filings since 2022
1 hr/week
No compensation reported
Yasmeen Abdeljalil
Director
On filings since 2022
1 hr/week
No compensation reported
Ben Balkcom
Director
On filings since 2023
1 hr/week
No compensation reported
Mandy Funchess
Director
On filings since 2023
1 hr/week
No compensation reported
Valerie Torrez
Director
On filings since 2023
1 hr/week
No compensation reported
Brandyn Jordan
Director
On filings since 2024
1 hr/week
No compensation reported
David Diller
Director
On filings since 2024
1 hr/week
No compensation reported
Lynette Sanders
Director
On filings since 2024
1 hr/week
No compensation reported
Caitlin Gutierrez
Director
New on the 2025 filing
1 hr/week
No compensation reported
Emily Wilson
Director
New on the 2025 filing
1 hr/week
No compensation reported
Jennifer Gabaldon
Executive Vice President
Executive Vice President After → Executive Vice President, 2023
On filings since 2022
45 hrs/week
$25K (2022) → $73K (2025)
Stephanie Melton
Imm Past Chair
Chair Elect → Chairman of the Board, 2024
Chairman of the Board → Imm Past Chair, 2025
On filings since 2019
1 hr/week
No compensation reported
Tamara Beall
Chair Elect
Director → Chair Elect, 2025
On filings since 2019
1 hr/week
No compensation reported
Elijah Esquivel
Treasurer
Director → Treasurer, 2024
On filings since 2021
4 hrs/week
No compensation reported
Former officers (31)
- Former: Laura Beltran-Schmitz (2019–2024) — Imm Past Chair
- Former: Jessica Locker (2021–2024) — Director
- Former: Stephany Flores (2023–2024) — Director
- Former: Corrine Zajac Clarkson (2024) — Chair Elect
- Former: Jamie Fridley (2019–2023) — Imm Past Chair
- Former: John Kennedy (2019–2023) — Director
- Former: Adam Baca (2020–2023) — Director
- Former: Lynette Kennard (2020–2023) — Director
- Former: Gwen Alston (2022–2023) — Director
- Former: Steve Oldfield (2022–2023) — Director
- Former: Daniel Trujillo (2019–2022) — Imm Past Chair
- Former: Heather Zundel (2019–2022) — Director
- Former: Javier Prada (2019–2022) — Director
- Former: Kelcy Flanagan (2019–2022) — President
- Former: Robert Cordova (2019–2022) — Director
- Former: Robert Wallace (2019–2022) — Executive Vice President
- Former: Steven Bower (2019–2022) — Director
- Former: Tabatha Coffey (2021–2022) — Director
- Former: Erik Buchanan (2019–2021) — Director
- Former: Janet Pacheco-Morton (2019–2021) — Director
- Former: Kari Juvera (2019–2021) — Imm Past Chair
- Former: Christopher Simons (2019–2020) — Director
- Former: Mary Jo Billiot (2019–2020) — Imm Past Chair
- Former: Brad Beasley (2019) — Director
- Former: Lisa Todd (2019) — Imm Past Chair
- Former: Loretta Sharp (2019) — Director
- Former: Norman Colter (2019) — Director
- Former: Raquel Barnes (2019) — Director
- Former: Rhonda Ledford (2019) — Director
- Former: Sarah Brack (2019) — Director
- Former: Shelley Olson (2019) — Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $103K, to Jeanette Contreras (President). 2 officers or directors reported compensation on that filing.
Frequently asked questions about New Mexico Society of Cpas
How much does New Mexico Society of Cpas give each year?
New Mexico Society of Cpas gave $417K across 1 grant in 2025, according to its 2025 IRS Form 990.
How large is New Mexico Society of Cpas?
New Mexico Society of Cpas reported $309K in total assets on its 2025 IRS Form 990. Its revenue that year was $503K.
What is New Mexico Society of Cpas?
New Mexico Society of Cpas is a public charity focused on Education, based in Albuquerque, NM. It holds $309K in total assets as of 2025.
Where does New Mexico Society of Cpas operate?
New Mexico Society of Cpas has awarded grants in New Mexico.
What is New Mexico Society of Cpas's EIN?
New Mexico Society of Cpas's EIN (Employer Identification Number) is 85-0165208. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2025 (received by the IRS February 6, 2026)
Live grants for the work New Mexico Society of Cpas funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in New Mexico Society of Cpas's focus areas in our free grants database
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