ALBUQUERQUE ACADEMY Charity Report

Public IRS 990 nonprofit record

ALBUQUERQUE ACADEMY

EIN 85-0129165 · Education (B250)

What they do

ALBUQUERQUE ACADEMY is A NON-DENOMINATIONAL, COEDUCATIONAL, INDEPENDENT DAY SCHOOL.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $87.20 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders31 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

85.36%of revenue went to mission work87.2% of expenses · Program services

2.32%of revenue went to fundraising2.4% of expenses

$97.95spent for every $100 of revenueRevenue covered expenses this year.

10.27%of revenue went to management and office costs10.5% of expenses

$3.63in assets for every $1 spent this yearSome assets cannot be spent right away.

8.2%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $423,591 for JULIANNE PUENTE (HEAD OF SCHOOL). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$45,528,625

Mission workProgram services$38,865,31385.36% of revenue87.2% of expenses

ManagementOffice and general costs$4,676,45210.27% of revenue10.5% of expenses

FundraisingAsking for donations$1,054,0272.32% of revenue2.4% of expenses

Revenue left after expensesReported annual surplus$932,8332.05% of revenueShown in gray on the chart

Total expenses$44,595,79297.95% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 87.2% mission · 10.5% management · 2.4% fundraisingTotal expenses: 97.95% of revenue

2023Expense mix: 84.0% mission · 13.7% management · 2.3% fundraisingTotal expenses: 99.39% of revenue

2022Expense mix: 83.8% mission · 14.2% management · 2.0% fundraisingTotal expenses: 108.05% of revenue

2021Expense mix: 84.8% mission · 13.8% management · 1.4% fundraisingTotal expenses: 98.19% of revenue

2020Expense mix: 83.1% mission · 14.9% management · 2.0% fundraisingTotal expenses: 94.26% of revenue

2019Expense mix: 85.2% mission · 13.0% management · 1.8% fundraisingTotal expenses: 100.78% of revenue

2018Expense mix: 84.2% mission · 13.8% management · 2.0% fundraisingTotal expenses: 85.96% of revenue

2017Expense mix: 76.2% mission · 21.4% management · 2.4% fundraisingTotal expenses: 106.29% of revenue

Money in and money out

Revenue$45,528,625

Expenses$44,595,792

Annual surplus $932,833 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$38,865,313 · 87.2% of expenses

Management and office costs$4,676,452 · 10.5% of expenses

Fundraising$1,054,027 · 2.4% of expenses

See all reported dollar amounts

Revenue$45,528,625

Expenses$44,595,792

Assets$161,806,665

Income$67,427,420

Contributions$3,746,482

Mission work (program services)$38,865,313

Fundraising$1,054,027

Grants given$23,375

Average grant$23,375

Management and general$4,676,452

Stocks and bonds$90,226,806

Accounting fees$164,591

Investing fees$413,558

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JULIANNE PUENTEHEAD OF SCHOOL · 40 hrs/week $423,591Base $367,203 · Other $56,388

SHAWN RICKETTSCHIEF FINANCIAL & OPERATIONS OFFICER · 40 hrs/week $232,968Base $197,930 · Other $35,038

CHRISTINE LENHARTASSOCIATE HEAD OF SCHOOL · 40 hrs/week $208,800Base $137,927 · Other $70,873

STEPHANIE LEVY-LIPKOWITZASSOCIATE HEAD OF SCHOOL · 40 hrs/week $178,646Base $141,717 · Other $36,929

JOSEPH WEISSDIRECTOR OF ADVANCEMENT · 40 hrs/week $162,671Base $135,248 · Other $27,423

TARYN BACHISATHLETICS DIRECTOR · 40 hrs/week $143,299Base $132,818 · Other $10,481

AMY EGLINTON KELLEREXTERNAL RELATIONS DIRECTOR · 40 hrs/week $129,173Base $122,065 · Other $7,108

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (31)

JULIANNE PUENTEHEAD OF SCHOOL

SHAWN RICKETTSCHIEF FINANCIAL & OPERATIONS OFFICER

CHRISTINE LENHARTASSOCIATE HEAD OF SCHOOL

STEPHANIE LEVY-LIPKOWITZASSOCIATE HEAD OF SCHOOL

JOSEPH WEISSDIRECTOR OF ADVANCEMENT

TARYN BACHISATHLETICS DIRECTOR

AMY EGLINTON KELLEREXTERNAL RELATIONS DIRECTOR

PATRICK APODACAGENERAL TRUSTEE

JENNIFER SCRIVNERGENERAL TRUSTEE

LIA ARMSTRONGGENERAL TRUSTEE

LISSA HINESGENERAL TRUSTEE

MOLLY CHEVESVICE CHAIR

NOTAH BEGAY IIIGENERAL TRUSTEE

ERIKA RIMSONGENERAL TRUSTEE

RONALD W MOYAGENERAL TRUSTEE

THOMAS SMIDT IIITREASURER

VALERIE ROMERO-LEGGOTTGENERAL TRUSTEE

FRANCINE JACOBSGENERAL TRUSTEE

ADAM HONEGGERGENERAL TRUSTEE

DIANNE TOHENGENERAL TRUSTEE

DIANE HARRISON OGAWACHAIR

CHRISTINA SHEEHANASSISTANT SECRETARY

CHRISTINA BACHICHAGENERAL TRUSTEE

CHRIS JILLSONGENERAL TRUSTEE

CHRIS BUTTNERSECRETARY

CHANDLER TODDGENERAL TRUSTEE

CHAMIZA PACHECO DE ALASGENERAL TRUSTEE

BARRETT YATES MACKGENERAL TRUSTEE

ALICIA KEYESGENERAL TRUSTEE

ALEJANDRO GRINEGENERAL TRUSTEE

ALAN SHETTLESWORTHGENERAL TRUSTEE

About this charity

Recognized since: January 1972
Location: 6400 WYOMING BLVD NE, ALBUQUERQUE, NM 87109-3843
County: Bernalillo
In care of: % BRENT WHEELIS
Primary officer: SHAWN RICKETTS, CFOO

How to reach them

WebsiteVisit the charity’s website Phone(505) 828-3200

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: CLIFTONLARSONALLEN LLP
NTEE classification: Education (B250)
Grant-giving organization: Yes

ALBUQUERQUE ACADEMY

ALBUQUERQUE ACADEMY

What they do

Should I give to this charity?

Basic facts we verified

Money made simple

Ask these three easy questions

Financial picture

How each $100 of revenue was used

Has the pattern changed?

Money in and money out

Reported spending amounts

Leadership and board

People reported as paid

About this charity

How to reach them

Filing and classification

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