2021-07-12T15:12:08-05:00 2020-12-31 410746749 CLIFTONLARSONALLEN LLP 6501 AMERICAS PARKWAY NE SUITE 500 ALBUQUERQUE NM 87110 990 2020-01-01 201798654 NEW MEXICO COMMUNITY CAPITAL NEWM 5059242820 301 GOLD AVE SW NO 102 ALBUQUERQUE NM 87102 THAD PORCH CPA CFO 5059242820 2021-07-12 1 THAD PORCH CPA 999009999 STEPHEN LIVINGSTON P00317845 5058428290 2021-07-12 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X LIZ GAMBOA 301 GOLD AVE SW NO 102 ALBUQUERQUE NM 87102 1454963 0 X WWW.NMCCAP.ORG X 2004 NM TO PROMOTE SOCIAL WELFARE, ALLEVIATE POVERTY AND LESSEN THE BURDENS OF GOVERNMENT THROUGH FINANCIAL ASSISTANCE, EQUITY INVESTMENTS, LOANS, AND OTHER AID DESIGNED TO IMPROVE THE ECONOMIC WELL BEING OF NEW MEXICO RESIDENTS PARTICULARLY FOR LOW-INCOME INDIVIDUALS IN ECONOMICALLY UNDERSERVED AREAS OF NEW MEXICO. 7 7 4 7 0 0 1006213 1214323 21087 206859 11355 5536 960 26357 1039615 1453075 0 0 0 0 509906 451958 0 0 23857 1115995 1010305 1625901 1462263 -586286 -9188 569080 1008720 97394 546222 471686 462498 X SEE SCHEDULE O 1 0 494983 0 FINANCIAL BUSINESS BASICS (KELLOGG) - OUR FBB PROGRAM IS DESIGNED TO BUILD A SOLID FOUNDATION TO FORM AND GROW BUSINESS IDEAS WITH A PERSONAL FINANCIAL PLAN FOR SUCCESS. PARTICIPANTS LEARN TOOLS TO EFFECTIVELY CONCEPTUALIZE, PLAN AND IMPLEMENT THEIR FINANCIAL GOALS AND BUSINESS IDEAS THROUGH HANDS-ON LEARNING EXPERIENCES WITH A COMMUNITY OF PEERS AND MENTORS.THIS PROGRAM IS FINANCED THROUGH GRANTS AND CONTRIBUTIONS. 162580 0 USDA - THE GOALS OF THE NATIVE AGRIBUSINESS AND FOOD SECURITY INITIATIVE (NAFSI) ARE TO SUPPORT AT LEAST 25 NATIVE FARMERS IN WESTERN PUEBLO COMMUNITIES DEVELOP AND GROW THEIR FARM BUSINESSES TO AGGREGATE FOR 10 NEW WHOLESALE MARKETS, AND TO DEVELOP 12 NEW FOOD ACCESS POINTS THAT SERVE TRIBAL COMMUNITY MEMBERS. ACCESS POINTS WILL BE PROVIDED THROUGH MOGRO'S HEALTHY FOOD DELIVERY PROGRAM AT NATIVE COMMUNITY HEALTH AND WELLNESS CENTERS, AS WELL AS THROUGH FARM STANDS AND MARKETS. NAFSI WILL INCREASE LOCAL FOOD SALES BY 50% (TO $127,500 ANNUALLY) BY THE END OF THE PROJECT AND PROVIDE 24 TRAININGS TO NATIVE FARMERS WITH FSMA-COMPLIANT CURRICULA AND BUSINESS TECHNICAL SERVICES.THIS PROGRAM IS FINANCED THROUGH GRANTS AND CONTRIBUTIONS. 140000 0 ALL TOGETHER NM FUND - THIS IS A PROGRAM DEVELOPED BY THE NEW MEXICO COALITION OF COMMUNITY FOUNDATIONS TO PROVIDE $5,000 MICRO-GRANTS TO BUSINESSES AFFECTED BY THE COVID-19. NEW MEXICO COMMUNITY CAPITAL WAS ONE THE FOUR ENTREPRENEURIAL SUPPORT ORGANIZATIONS WHO HELPED DISTRIBUTE THE FUNDS TO THE BUSINESSES IN NEED.THIS PROGRAM IS FINANCED THROUGH GRANTS AND CONTRIBUTIONS. 526 0 NATIVE FARMERS IN RESIDENCE (NATIVE AMERICAN AGRICULTURE FUND) - THE NATIVE FARMERS IN RESIDENCE (NEIR) PROGRAM PROVIDES A CULTURALLY APPROPRIATE, SUPPORTIVE PLACE FOR NATIVE AMERICAN FARMERS TO GAIN CONFIDENCE, GROW, AND BECOME SUCCESSFUL.THIS PROGRAM IS FINANCED THROUGH GRANTS AND CONTRIBUTIONS. 0 232249 BUSINESS SERVICES - PROVIDING MANAGEMENT RESOURCES TO QUALIFYING BUSINESS, PARTICULARLY IN UNDER-INVESTED AREAS. 967 INDIGIEXCHANGE - AN ONLINE MARKETPLACE FOR NATIVE ENTREPRENEURS CONNECTED TO OUR PROGRAMS.THE INDIGIEXCHANGE MARKETPLACE GIVES RISE TO FBB PARTICIPANTS BY SUPPORTING ENTREPRENEURS WITH SELLING, PRICING, NEGOTIATING, AND DIGITAL MARKETING. WE NEGOTIATE CONTRACTS TO PAY PARTICIPANTS UP FRONT AND WORK WITH THEM TO DETERMINE A FAIR PRICE AND PROFIT MARGIN. ALL SALES ARE REINVESTED INTO BUYING MORE PRODUCTS WITH A PERCENTAGE USED TO FUND A SMALL NATIVE ENTREPRENEUR FUND TO SUPPORT MAKERS WITH MICRO GRANTS THAT HELP SUPPORT THEIR BUSINESS. WITH YOUR PURCHASE, YOU CAN SUPPORT WORK THAT ALLOWS US TO COLLECTIVELY BUY, SELL, BARTER AND TRADE WHICH MULTIPLIES VALUE AND REVITALIZES OUR INDIGENOUS ECONOMIES. 526 233216 798089 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 40 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NM X X X THAD E PORCH CPA 5059342452 10612 ROYAL BIRKDALE NE ALBUQUERQUE NM 87111 STUART ROSE TREASURER 2.00 X X 0 0 0 M GAYLE WATSON SECRETARY 2.00 X X 0 0 0 RICHARD SCHNEIDER DIRECTOR 2.00 X 0 0 0 KIP RITCHIE CHAIR 2.00 X X 0 0 0 DAVID CASTILLO DIRECTOR 2.00 X 0 0 0 ANNETTE HAMILTON DIRECTOR 2.00 X 0 0 0 CHRIS JAMES DIRECTOR 2.00 X 0 0 0 THAD PORCH CFO 5.00 X 32363 0 0 J MICHAEL SCHAFER FUND MANAGING DIRECTOR 40.00 X 103936 0 23925 LIZ GAMBOA MANAGING DIRECTOR 40.00 X 90709 0 20016 227008 0 43941 1 0 0 0 0 510417 703906 1214323 BUSINESS SERVICES 523920 171859 171859 GP PARTNER FEE 523920 35000 35000 206859 5536 5536 2855 1888 967 967 MISCELLANEOUS INCOME 900099 25390 25390 25390 1453075 233216 0 5536 X 270947 134459 112631 23857 126039 17528 108511 28763 2155 26608 26209 9489 16720 10724 10724 62409 62409 506617 340123 166494 9282 4956 4326 106022 36452 69570 3124 1508 1616 11580 9240 2340 18960 12162 6798 21599 21599 SUBGRANTS 165000 140000 25000 NEIR PARTICIPANT 90017 90017 STAFF DEVELOPMENT 4971 4971 1462263 798089 640317 23857 45980 684970 402958 204424 7535 77736 67129 4254 10544 11164 37312 22807 20373 14505 7511 7511 3978 7228 569080 1008720 97394 546222 97394 546222 X 471686 222882 239616 471686 462498 569080 1008720 -9188 0 X X 0 1 X 1 0 X 1148995 711950 409188 1006213 1214323 4490669 256677 90474 277985 21361 235104 881601 1405672 802424 687173 1027574 1449427 5372270 0 242423 81183 152971 20450 497027 242423 81183 152971 20450 497027 4875243 19684 26693 27026 12041 5536 90980 19684 26693 27026 12041 5536 90980 1425356 829117 714199 1039615 1454963 5463250 0.89240 0.82120 0.01670 0.01810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 37312 22807 14505 14505 X PART X, LINE 2: NMCC HAS ADOPTED ASC 740-10, RELATING TO UNCERTAIN TAX POSITIONS. ASC 740-10 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNITION, INTEREST, PENALTIES, AND DISCLOSURES REQUIRED. NMCC DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. FORM 990, PART III, LINE 1 NEW MEXICO COMMUNITY CAPITAL'S MISSION IS TO GIVE RISE TO A MORE EQUITABLE FUTURE BY PROVIDING CULTURALLY APPROPRIATE TOOLS FOR SUCCESS TO EMERGING NATIVE AMERICAN-OWNED BUSINESSES, NATIVE FAMILIES, AND TRIBAL ENTERPRISES. WE PROVIDE CLASSES AND PROGRAMS THAT ARE TAUGHT USING SUPPORTIVE MENTORSHIP, PEER LEARNING, AND CULTURALLY RELEVANT CURRICULUM. WE SUPPORT TRIBAL AGENCIES AND ORGANIZATIONS WITH SPECIALIZED TECHNICAL ASSISTANCE AND BUSINESS SERVICES. FORM 990, PART III, LINE 2 THE ALL TOGETHER NM FUND AS MORE FULLY DESCRIBED UNDER PROGRAM 4C. THE INDIGIEXCHANGE PROGRAM MORE FULL DESCRIBED IN SCHEDULE O UNDER OTHER PROGRAMS ITEM 4D. BOTH OF THESE NEW PROGRAMS CONTRIBUTE IMPORTANTLY TO THE ORGANIZATION'S ABILITY TO FURTHER ITS EXEMPT PURPOSES. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE RETURN IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM, THE CFO REVIEWS A COPY OF THE DRAFT AND FINAL FORM 990 FOR COMPLETENESS AND ACCURACY. THE FORM 990 IS THEN PRESENTED TO THE BOARD OF DIRECTORS. THE GOVERNING BOARD REVIEWS, THEN APPROVES, THE FINAL COPY AND THE RETURN IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS AND KEY EMPLOYEES ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST AGREEMENT AND CONFIRM THEY ARE IN COMPLIANCE ANNUALLY. THEY ARE REQUIRED TO DISCLOSE CONFLICTS AT EACH BOARD MEETING OR AS APPROPRIATE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION COMMITTEE IS A PART OF THE BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE REVIEWS AND DETERMINES THE COMPENSATION OF THE MANAGING DIRECTOR AND OTHER OFFICERS THROUGH AN INTERNAL REVIEW PROCESS. THIS PROCESS INCLUDES THE USE OF COMPARABILITY DATA FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. ALL DELIBERATIONS AND DECISIONS ARE DOCUMENTED. THE MANAGING DIRECTOR REVIEWS AND RECOMMENDS TO THE BOARD THE COMPENSATION OF OTHER KEY EMPLOYEES THROUGH AN INTERNAL REVIEW PROCESS. THIS PROCESS INCLUDES THE USE OF COMPARABILITY DATA FOR SIMILARLY QUALIFIED PERSONS IN COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS. THE BOARD DELIBERATES THE MANAGING DIRECTOR'S RECOMMENDATIONS BEFORE APPROVING RAISES. ALL DELIBERATIONS AND DECISIONS ARE DOCUMENTED. THE COMPENSATION PROCESSES DESCRIBED ABOVE WERE LAST COMPLETED IN 2019. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S OFFICES AND UPON REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 98,275. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 98,275. CONSULTANT: PROGRAM SERVICE EXPENSES 241,848. MANAGEMENT AND GENERAL EXPENSES 166,494. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 408,342. FORM 990, PART XII, LINE 2C THE SELECTION PROCESS AND/OR THE OVERSIGHT PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. NEW MEXICO COMMUNITY CAPITAL MANAGEMENT LLC PO BOX 1302 BERNALILLO NM 870041302 202825575 MANAGING INVESTMENT LIMITED PARTNERSHIPS NM 0 0 NEW MEXICO COMMUNITY CAPITAL NEW MEXICO COMMUNITY CAPITAL FUND 1 LP PO BOX 1302 BERNALILLO NM 870041302 202825662 INVESTMENT IN DEBT AND EQUITY SECURITIES NM NEW MEXICO COMMUNITY CAPITAL MANAGEMENT LLC INVSTMT-EXCLUDED -4770 15439 0 1 0.00680 0 0 0 1 0 0 0 0 0 0 0 1 0 1 1 0 1 1 1 NEW MEXICO COMMUNITY CAPITAL FUND 1 LP L 35000 BOOK AMOUNT