2025-09-04T15:11:45-05:00 2024-12-31 994625061 CRI ADVISORS LLC 2424 LOUISIANA BLVD NE STE 300 ALBUQUERQUE NM 87110 990 2024-01-01 856012113 MECHANICAL CONTRACTORS ASSOCIATION OF NEW MEXICO INC MECH 5053419033 4901 CHAPPELL DR NE ALBUQUERQUE NM 87107 RONDA GILLILAND-LOPEZ EXECUTIVE DIRECTOR 5053419033 2025-08-26 1 0 TIMOTHY REYNOLDS P00535985 5058832727 2025-08-26 2024 2025-03-06 01:10:19Z RONDA GILLILAND-LOPEZ 4901 CHAPPELL DR NE ALBUQUERQUE NM 87107 789449 0 X WWW.MCAOFNM.ORG X 1963 NM INSTITUTIONAL ADVERTISING, PUBLIC RELATIONS, PROMOTIONAL ACTVITIES FOR THE GOOD OF THE PUBLIC AND THE PLUMBING, HEATING, PIPING, AND RELATED INDUSTRIES 7 7 4 7 0 0 0 0 715902 742189 20151 39634 374 412 736427 782235 0 0 0 0 307514 338745 0 0 0 234717 291701 542231 630446 194196 151789 724904 914739 52536 90755 672368 823984 TO BUILD PARTNERSHIPS WITHIN THE MECHANICAL INDUSTRY, TO ASSIST IN EDUCATING WITHIN THE INDUSTRY RELATING TO PLUMBING, HEATING, PIPING, REFRIGERATION, VENTILATING , AIR CONDITIONING, PROCESS PIPING AND RELATED WORK. 0 0 SPONSORSHIP OF MORE MODERN, ADEQUATE AND SAFE PLUMBING, HEATING, PIPING AND RELATED WORK; THE EDUCATION OF THE PUBLIC FOR SAFE MECHANICAL WORK; AND TO PROMOTE TRAINING STANDARDS AND ACTIVITIES. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 5 0 1 4 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 0 1 1 0 1 1 1 0 0 0 1 0 0 X X RONDA GILLILAND-LOPEZ 5053419033 4901 CHAPPELL DRIVE NE ALBUQUERQUE NM 87107 SHASTA ERICKSON DIRECTOR 0.20 X X 0 0 0 GABRIEL MARTINEZ PRESIDENT 0.20 X X 0 0 0 JIM LIDDELL VICE PRESIDENT 0.20 X X 0 0 0 PAUL HANNA DIRECTOR 0.20 X 0 0 0 CLINTON BEALL SECRETARY/TREASURER 0.20 X 0 0 0 PHIL CAMPAGNA DIRECTOR 0.20 X 0 0 0 ANDREW KNIGHT DIRECTOR 0.20 X 0 0 0 RONDA GILLILAND-LOPEZ EXECUTIVE DIRECTOR 30.00 X 154740 0 14101 154740 0 14101 1 0 1 0 0 CONTRACT ADMIN FUND 561499 718070 718070 MEMBERSHIP DUES 561499 23000 23000 OTHER PROGRAM REVENUE 561499 1119 1119 742189 39040 39040 7808 7214 594 594 594 INDUSTRY SUPPORT 561499 300 300 WCGF DIVIDENDS 561499 112 112 412 782235 742601 0 39634 168841 120854 28202 20848 1368 68527 13873 59561 28693 42519 129917 14451 347448 1144 2123 19404 MCAA & OTHER DUES 141247 TAXES - PROXY CY 2834 SHARED EXPENSE REIMBURS -581408 630446 125906 395041 96122 94735 3510 1387 426652 486556 168836 31755 724904 914739 52536 90755 52536 90755 X 672368 823984 672368 823984 724904 914739 151789 -173 0 X X 1 X 0 1 0 0 0 0 742189 13496 13496 13496 FORM 990-T, PART III, LINE 37: THE RATIO METHOD, PER REG 1.162-28(E)(1), WAS USED TO CALCULATE COSTS ALLOCATED TO LOBBYING ACTIVITIES: 80 LOBBYING HOURS DIVIDED BY 7000 TOTAL LABOR HOURS = 1.14% LOBBYING % OF TOTAL HOURS X $621,215 = TOTAL EXPENSES WITHOUT PROXY TAX = $7,100 LOBBYING PERCENT OF TOTAL EXPENSES. + $6,397 OUTSIDE CONSULTANT LOBBYING EXPENSES = $13,497 TOTAL LOBBYING EXPENSES PROXY TAX @ 21% OF EXPENSES ALLOCATED = $2,834 3588 3588 0 86151 84764 1387 6383 6383 0 1387 AMOUNTS DUE ON RESTRICTED ASSETS 5720 PROXY TAXES DUE 2834 CREDIT CARDS PAYABLE 76590 LEASE LIABILITY 5611 90755 X PART X, LINE 2: THE ASSOCIATION RECORDS A LIABILITY FOR UNCERTAIN TAX POSITIONS WHEN IT IS PROBABLE THAT A LOSS HAS BEEN INCURRED AND THE AMOUNT CAN BE REASONABLY ESTIMATED. THE ASSOCIATION RECOGNIZES INTEREST ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW, AND NEW AUTHORITATIVE RULINGS. X 0 0 0 RONDA GILLILAND-LOPEZ EXECUTIVE DIRECTOR 154740 0 0 0 0 0 0 0 14101 0 168841 0 0 0 PART I, LINE 3 ANNUAL REVIEW PROCESS OF EXECUTIVE DIRECTOR BY COMPENSATION COMMITTEE AND APPROVED BY BOARD FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION HAS MEMBERS WHO ELECT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY A CPA FIRM BASED UPON REVIEWED FINANCIAL STATEMENTS. IT IS PROVIDED TO THE EXECUTIVE DIRECTOR AND BOARD MEMBERS FOR REVIEW BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE BOARD OF DIRECTORS. IT IS BASED ON AN ANNUAL PERFORMANCE REVIEW AND REVIEW OF COMPENSATION FOR SIMILAR POSITIONS IN THE SAME INDUSTRY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND TAX RETURNS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 2C: THE PROCESS FOR OVERSIGHT OF THE REVIEWED FINANCIAL STATEMENTS HAS NOT CHANGED. FORM 990, SCHEDULE R, CHANGE IN RELATED PARTIES EXPLANATION: SHEET METAL AND AIR CONDITIONING CONTRACTOR'S ASSOCIATION, MECHANICAL CONTRACTORS ASSOCIATION OF NEW MEXICO, INC. (MCA), MECHANICAL CONTRACTORS ASSOCIATION OF NEW MEXICO WORKERS' COMPENSATION GROUP FUND, INC., AND NEW MEXICO SUB CONTRACTORS BID DEPOSITORY SYSTEM, INC. ARE SEPARATE ENTITIES OPERATING INDEPENDENTLY AT THE SAME LOCATION USING A COMMON ADMINISTRATOR. MCA PAYS ALL SALARY, OFFICE AND OTHER ADMINISTRATIVE BUDGETED EXPENSES WHICH ARE SHARED AMONG THE FOUR ENTITIES. NONE OF THESE ENTITIES SHARE A BOARD OR POSSESS ANY TYPE OF CONTROL OVER GOVERNANCE OR FINANCIAL MATTERS IN EACH OTHER.