About Us
We’ve been helping nonprofits succeed for over a decade.
Our team of CPAs and professionals take care of everything behind the scenes so nonprofits can spend their time and energy where it matters most: their missions.
The Big Idea
The Founders’ vision was to create a nonprofit CPA firm that would specialize in serving nonprofits. Our fees would be affordable because of our nonprofit status, efficiencies derived from specialization, cost-sharing with many clients, and partnerships with the funding community. We would make our expertise accessible, even to remote communities, through the use of technologies like web-based, MIP nonprofit accounting software and paperless processes.
The Really Big Idea
The Founders’ vision has been realized. 501(C)PA successfully implemented our remote financial management services model and is now serving over 30 nonprofits in multiple New Mexico counties. We also are able to deliver these services at fees that are generally well below private sector rates, thus reducing the financial barriers for many nonprofits. However, the really big impact for our clients is that the accounting, payroll and other administrative tasks that used to consume so many management and clerical hours can now be accomplished by our specialists in a fraction of that time, with professional quality and enhanced organizational reputation. This can amount to several hundred hours saved each year, and those hours can be refocused on strategic planning, programming, fundraising, and increasing mission impact. In the financial world, this is called leveraging, doing more with less, and it is the essence of our mission.
Mission
Our mission is to help nonprofits accomplish more through our team-based, professional financial management and administrative services.
By taking care of everything behind the scenes, 501(C)PA reduces risk and improves financial wellness so nonprofits can spend their time and energy where it matters most: their missions.


Staff and Board
Our Team:
Our Team:
Manager of Accounting Operations

Jela Basista

Jela earned her Bachelor of Science in Economics and Tourism Management from the Economic University of Bratislava in the Slovak Republic. She came to the United States in 1998. Once both of her daughters started school, Jela decided to restart her career and chose the accounting profession. She completed the necessary accounting coursework at CNM and became a licensed CPA in 2013. Since then, Jela has been working in public accounting, primarily as an auditor of governmental entities and non-profit organizations. 

Jela joined 501(C)PA in February 2021 to become a member of the country’s only nonprofit CPA firm, and to be part of a team of dedicated specialists helping our nonprofit clients achieve financial stability and increase mission impact.

Payroll Specialist

Holly Dilts

Specializing in nonprofit accounting and payroll for over fifteen years, Holly understands the needs and complexities of nonprofit organizations. She is focused and dedicated to her craft and takes special pleasure in helping nonprofit administrators navigate the challenges of transaction coding and payroll cost allocations among multiple programs, grants, and projects. Holly’s warmth and professionalism inevitably make clients feel that she is on their side and part of their team. Holly is community oriented and active in her Church, serving the homeless, teaching Bible classes, presenting workshops on healthy lifestyles, and volunteering as a “Helping Hands” to assist the elderly and others in need. Other activities include bird watching, hikes in nature, and biking.

Junior Accountant

Alyssa Dodson

Originally from the Garden State, Alyssa first moved to the Land of Enchantment in the 1990s.  Following a rewarding professional life that included work for social service agencies, law enforcement, and education, she decided to pursue a longstanding interest in Accounting.  After working in the for-profit world primarily doing taxes for a couple of years, Alyssa was thrilled to find a position at 501(C)PA and return to her not-for-profit roots.  In her spare time, she enjoys word, math, and logic puzzles; making mosaics; and hiking in the woods around her East Mountains home with her mom, husband and dogs.

 

Payroll Specialist

Ann Estrada

Ann is originally from Ruidoso, New Mexico. She moved to Albuquerque for college, where she earned an associate in business management at Central New Mexico Community College and a bachelor’s in accounting at DeVry University.  She has worked as an accountant and in payroll for about 20 years in diverse industries like construction, manufacturing, pharmaceutical and medical practices, and the hospitality and events industry. When asked why she chose to join 501(C)PA, she responded, “I knew transitioning into a non-profit CPA firm would be personally rewarding and professionally engaging, by helping the few so they may help the many.”

Ann has been happily married for over 20 years and has a wonderful son named “Slater”. Ann and family love exploring the great states in their RV, fishing, rock climbing, hiking, biking, surfing, and skiing, every chance they get!

Staff Accountant

Terri Main

Accounting is a second career for Terri. After earning a social science degree, she continued taking classes, eventually completing thirty credit hours in accounting, a finance internship with a Fortune 500 company, and graduating with an MBA degree the same year her daughter graduated from high school!  Relevant work experience has included accounting, payroll, and tax preparation while working for public accounting firms, small businesses, and individual bookkeeping and tax clients as a self-employed professional. Terri was drawn to 501(C)PA as an opportunity to blend her interests while serving the unique needs of nonprofit organizations.

Junior Accountant

Rachel Pippin

Rachel earned her Bachelor of Science in Biological Anthropology from UNM in 2010. She spent many years working in veterinary medicine before returning to school to study accounting. After completing her accounting coursework, she went on to pass both sections of the Certified Management Accountant (CMA) exam. As a proud New Mexican, Rachel loves to see local businesses making a difference in the community and is excited to work with so many amazing nonprofits. In her free time, Rachel loves spending time outside with her husband and two kids. Together, they enjoy hiking, camping, gardening, and fossil hunting.

Chief Financial Officer

Monica Stapleton

Monica grew up in New Mexico and, from an early age, was taught the value of community and what it meant to help each other.  Monica’s accounting career began in high school as a bookkeeper for a family business. She then became an accountant at the University of New Mexico while studying computer programming.  During her time as assistant controller at Mercy Hospital in Colorado, she earned a BS in Accounting with the University of Phoenix.  Monica then worked for the Southern Ute Tribe as a Senior accountant.  After relocating back to Albuquerque, Monica was employed as the Chief Financial Officer for the Notah Begay III Foundation and during this time, achieved certification as a Nonprofit Professional Accountant (CNPA). 

Monica’s extensive experience has included tribal entities, health care, real estate development, and petroleum companies, but those early lessons in community service maintained her passion for the nonprofit sector.  Monica’s desire to work for an organization where she could use her skills and knowledge to help many nonprofits succeed, and her years of nonprofit financial management experience, made 501(C)PA the perfect fit!   

Manager of Systems Design & Integration

Katrina Trujillo

Katrina earned her Bachelor of Science in Business Administration and Master of Accountancy from Colorado State University. She began her career in public accounting as an Assurance Associate at PricewaterhouseCoopers (PwC) in Denver, CO. After two and a half years with PwC, Katrina then made a career transition and became the Assistant Controller at Mi Casa Resource Center, a Denver nonprofit organization. With over five years of experience at Mi Casa, her career ultimately progressed into the role of Director of Finance. She earned her CPA license in Colorado and is an active member of the AICPA. She made the decision to move back to her home state of New Mexico at the end of 2018. Katrina is passionate about helping others understand financial information and enjoys seeing organizations thrive in their missions dedicated to serving the community. She loves spending time with her family and enjoys hiking and being outdoors.

Staff Accountant

Ben Pedneau

Ben earned his Masters of Accountancy at Colorado State University and they liked him so much they hired him to work as a benefits accountant in their human resources department! But, the desire to return to his home state of New Mexico was irresistible and in the summer of 2017 he relocated to Santa Fe and joined 501(C)PA shortly thereafter. Ben enjoys that his professional career is about helping nonprofits thrive and he takes special pleasure in assisting clients in understanding their financial reports. When at play, Ben enjoys photography, and he and his wife love to explore archaeology sites around New Mexico after doing a little research at the Archaeological Conservancy.

Staff Accountant

Becca Pott

Becca earned her Bachelors of Accountancy from New Mexico State University in 2014 and decided to stay in Las Cruces, where she worked for a small CPA firm for 3 1/2 years. Her primary focus was in auditing governments around New Mexico, but she gained valuable experience in almost all aspects of accounting and tax return preparation.  She then decided to dedicate herself full-time to studying for the CPA exams and also answered the call of her home town, Albuquerque. Becca successfully passed her final section of the CPA exams in 2019 and began work at 501(C)PA shortly thereafter. Becca is detail oriented, friendly, and hard working. She loves being able to use her gifts to help nonprofits stay organized and have the most accurate financial statements possible. It’s also a bonus that she gets to spend all day making spreadsheets (almost)!  When she isn’t working you can find her hanging out with her dog & cat, doing puzzles, and planning her next Disney vacation!

Chief Executive Officer

David Rivard

David began his career in Vancouver, Canada, where he earned CMA and CA degrees, the Canadian equivalent of American CMA and CPA certifications. He graduated with high honors, earning the CMA gold medal and the CA silver medal for British Columbia. After relocating to the USA in 2004 he received his CPA, and in 2014 earned his MSc. in Management while serving as Assistant Dean for Libraries at University of Maryland. David’s experience includes public accounting in both national and small firms, entrepreneurial leadership, higher education administration, and the past four years leading 501(C)PA. David is passionate about developing innovative organizations and creating challenging, supportive work environments for talented people who want to help others. Hiking with his wife Carol, enjoying the Desert Chorale, swimming laps and cycling are other activities that energize and refresh him in his spare time!

Payroll Technician

Beth Welt

Beth fancies her path to accountancy was a long, winding one with many side quests. She holds a BA in Anthropology, has extensively studied Theatre Production, and spent most of her career in the arts, disability advocacy, and education in NM nonprofits. Beth is pursuing her CPA academic requirements after discovering a talent for the work, and has been working in nonprofit accounting since early 2019. Beth joined 501(C)PA as an intern in February 2020 and is now a payroll and accounts payable specialist with the firm. In addition to her passion for assisting nonprofits with their books, Beth’s sundry delights include two adult children and stalwart husband, her crazy feline companions,, community theatre, advocating for people with disabilities, photography, cooking, and a daily ritual of reading novels.

Human Resources Manager

Geri White

Geri joined 501(CPA in the fall of 2021 as their Human Resources Manager and is delighted to
be working in a nonprofit setting. With more than 25 years of human resources experience in
both private and public sectors, she has a wealth of knowledge and experience to share with us
and with our many nonprofit clients.
Geri’s academic credentials include a BA in Journalism with a double minor in Business and
Economics from Marquette University, a MBA from University of Wisconsin, a PHR certification
and, just because she found it extremely interesting, a recently-obtained Masters of Science of
Law from University of New Mexico.
Geri loves to laugh and spend time with her husband, Mark, and their dog, Wile E. Coyote. She
also enjoys bicycling, reading, doing needlepoint, working out and kayaking.


Jela Basista

Jela Basista

Manager of Accounting Operations

Jela earned her Bachelor of Science in Economics and Tourism Management from the Economic University of Bratislava in the Slovak Republic. She came to the United States in 1998. Once both of her daughters started school, Jela decided to restart her career and chose the accounting profession. She completed the necessary accounting coursework at CNM and became a licensed CPA in 2013. Since then, Jela has been working in public accounting, primarily as an auditor of governmental entities and non-profit organizations. 

Jela joined 501(C)PA in February 2021 to become a member of the country’s only nonprofit CPA firm, and to be part of a team of dedicated specialists helping our nonprofit clients achieve financial stability and increase mission impact.

Holly Dilts

Holly Dilts

Payroll Specialist

Specializing in nonprofit accounting and payroll for over fifteen years, Holly understands the needs and complexities of nonprofit organizations. She is focused and dedicated to her craft and takes special pleasure in helping nonprofit administrators navigate the challenges of transaction coding and payroll cost allocations among multiple programs, grants, and projects. Holly’s warmth and professionalism inevitably make clients feel that she is on their side and part of their team. Holly is community oriented and active in her Church, serving the homeless, teaching Bible classes, presenting workshops on healthy lifestyles, and volunteering as a “Helping Hands” to assist the elderly and others in need. Other activities include bird watching, hikes in nature, and biking.

Alyssa Dodson

Alyssa Dodson

Junior Accountant

Originally from the Garden State, Alyssa first moved to the Land of Enchantment in the 1990s.  Following a rewarding professional life that included work for social service agencies, law enforcement, and education, she decided to pursue a longstanding interest in Accounting.  After working in the for-profit world primarily doing taxes for a couple of years, Alyssa was thrilled to find a position at 501(C)PA and return to her not-for-profit roots.  In her spare time, she enjoys word, math, and logic puzzles; making mosaics; and hiking in the woods around her East Mountains home with her mom, husband and dogs.

 

Ann Estrada

Ann Estrada

Payroll Specialist

Ann is originally from Ruidoso, New Mexico. She moved to Albuquerque for college, where she earned an associate in business management at Central New Mexico Community College and a bachelor’s in accounting at DeVry University.  She has worked as an accountant and in payroll for about 20 years in diverse industries like construction, manufacturing, pharmaceutical and medical practices, and the hospitality and events industry. When asked why she chose to join 501(C)PA, she responded, “I knew transitioning into a non-profit CPA firm would be personally rewarding and professionally engaging, by helping the few so they may help the many.”

Ann has been happily married for over 20 years and has a wonderful son named “Slater”. Ann and family love exploring the great states in their RV, fishing, rock climbing, hiking, biking, surfing, and skiing, every chance they get!

Terri Main

Terri Main

Staff Accountant

Accounting is a second career for Terri. After earning a social science degree, she continued taking classes, eventually completing thirty credit hours in accounting, a finance internship with a Fortune 500 company, and graduating with an MBA degree the same year her daughter graduated from high school!  Relevant work experience has included accounting, payroll, and tax preparation while working for public accounting firms, small businesses, and individual bookkeeping and tax clients as a self-employed professional. Terri was drawn to 501(C)PA as an opportunity to blend her interests while serving the unique needs of nonprofit organizations.

Rachel Pippin

Rachel Pippin

Junior Accountant

Rachel earned her Bachelor of Science in Biological Anthropology from UNM in 2010. She spent many years working in veterinary medicine before returning to school to study accounting. After completing her accounting coursework, she went on to pass both sections of the Certified Management Accountant (CMA) exam. As a proud New Mexican, Rachel loves to see local businesses making a difference in the community and is excited to work with so many amazing nonprofits. In her free time, Rachel loves spending time outside with her husband and two kids. Together, they enjoy hiking, camping, gardening, and fossil hunting.

Monica Stapleton

Monica Stapleton

Chief Financial Officer

Monica grew up in New Mexico and, from an early age, was taught the value of community and what it meant to help each other.  Monica’s accounting career began in high school as a bookkeeper for a family business. She then became an accountant at the University of New Mexico while studying computer programming.  During her time as assistant controller at Mercy Hospital in Colorado, she earned a BS in Accounting with the University of Phoenix.  Monica then worked for the Southern Ute Tribe as a Senior accountant.  After relocating back to Albuquerque, Monica was employed as the Chief Financial Officer for the Notah Begay III Foundation and during this time, achieved certification as a Nonprofit Professional Accountant (CNPA). 

Monica’s extensive experience has included tribal entities, health care, real estate development, and petroleum companies, but those early lessons in community service maintained her passion for the nonprofit sector.  Monica’s desire to work for an organization where she could use her skills and knowledge to help many nonprofits succeed, and her years of nonprofit financial management experience, made 501(C)PA the perfect fit!   

Katrina Trujillo

Katrina Trujillo

Manager of Systems Design & Integration

Katrina earned her Bachelor of Science in Business Administration and Master of Accountancy from Colorado State University. She began her career in public accounting as an Assurance Associate at PricewaterhouseCoopers (PwC) in Denver, CO. After two and a half years with PwC, Katrina then made a career transition and became the Assistant Controller at Mi Casa Resource Center, a Denver nonprofit organization. With over five years of experience at Mi Casa, her career ultimately progressed into the role of Director of Finance. She earned her CPA license in Colorado and is an active member of the AICPA. She made the decision to move back to her home state of New Mexico at the end of 2018. Katrina is passionate about helping others understand financial information and enjoys seeing organizations thrive in their missions dedicated to serving the community. She loves spending time with her family and enjoys hiking and being outdoors.

Ben Pedneau

Ben Pedneau

Staff Accountant

Ben earned his Masters of Accountancy at Colorado State University and they liked him so much they hired him to work as a benefits accountant in their human resources department! But, the desire to return to his home state of New Mexico was irresistible and in the summer of 2017 he relocated to Santa Fe and joined 501(C)PA shortly thereafter. Ben enjoys that his professional career is about helping nonprofits thrive and he takes special pleasure in assisting clients in understanding their financial reports. When at play, Ben enjoys photography, and he and his wife love to explore archaeology sites around New Mexico after doing a little research at the Archaeological Conservancy.

David Rivard

David Rivard

Chief Executive Officer

David began his career in Vancouver, Canada, where he earned CMA and CA degrees, the Canadian equivalent of American CMA and CPA certifications. He graduated with high honors, earning the CMA gold medal and the CA silver medal for British Columbia. After relocating to the USA in 2004 he received his CPA, and in 2014 earned his MSc. in Management while serving as Assistant Dean for Libraries at University of Maryland. David’s experience includes public accounting in both national and small firms, entrepreneurial leadership, higher education administration, and the past four years leading 501(C)PA. David is passionate about developing innovative organizations and creating challenging, supportive work environments for talented people who want to help others. Hiking with his wife Carol, enjoying the Desert Chorale, swimming laps and cycling are other activities that energize and refresh him in his spare time!

Becca Pott

Becca Pott

Staff Accountant

Becca earned her Bachelors of Accountancy from New Mexico State University in 2014 and decided to stay in Las Cruces, where she worked for a small CPA firm for 3 1/2 years. Her primary focus was in auditing governments around New Mexico, but she gained valuable experience in almost all aspects of accounting and tax return preparation.  She then decided to dedicate herself full-time to studying for the CPA exams and also answered the call of her home town, Albuquerque. Becca successfully passed her final section of the CPA exams in 2019 and began work at 501(C)PA shortly thereafter. Becca is detail oriented, friendly, and hard working. She loves being able to use her gifts to help nonprofits stay organized and have the most accurate financial statements possible. It’s also a bonus that she gets to spend all day making spreadsheets (almost)!  When she isn’t working you can find her hanging out with her dog & cat, doing puzzles, and planning her next Disney vacation!

Beth Welt

Beth Welt

Payroll Technician

Beth fancies her path to accountancy was a long, winding one with many side quests. She holds a BA in Anthropology, has extensively studied Theatre Production, and spent most of her career in the arts, disability advocacy, and education in NM nonprofits. Beth is pursuing her CPA academic requirements after discovering a talent for the work, and has been working in nonprofit accounting since early 2019. Beth joined 501(C)PA as an intern in February 2020 and is now a payroll and accounts payable specialist with the firm. In addition to her passion for assisting nonprofits with their books, Beth’s sundry delights include two adult children and stalwart husband, her crazy feline companions,, community theatre, advocating for people with disabilities, photography, cooking, and a daily ritual of reading novels.

Geri White

Geri White

Human Resources Manager

Geri joined 501(CPA in the fall of 2021 as their Human Resources Manager and is delighted to
be working in a nonprofit setting. With more than 25 years of human resources experience in
both private and public sectors, she has a wealth of knowledge and experience to share with us
and with our many nonprofit clients.
Geri’s academic credentials include a BA in Journalism with a double minor in Business and
Economics from Marquette University, a MBA from University of Wisconsin, a PHR certification
and, just because she found it extremely interesting, a recently-obtained Masters of Science of
Law from University of New Mexico.
Geri loves to laugh and spend time with her husband, Mark, and their dog, Wile E. Coyote. She
also enjoys bicycling, reading, doing needlepoint, working out and kayaking.


Our Board:
Our Board:

Martin Epstein, MBA, CPA, Treasurer

Martin Epstein, MBA, CPA, Treasurer

Member

Martin recently retired from the accounting faculty at Central New Mexico Community College where he taught for 20 years. He earned his MBA from the College of Santa Fe and worked in a number of industries before entering academia including banking, manufacturing, and not-for-profit. Marty currently serves on the Boards of 501(C)PA, the Vortex Theatre (28 years!), and the Asian Technology Information Program, a scientific research organization. Outside of his accounting profession, his primary interest is in the diverse theater work he has done in Albuquerque. Over the past 30 years his endeavors have included acting, directing and doing anything necessary to put quality productions on stage!

Janet Garcia, MS

Janet Garcia, MS

Janet recently retired from a 40-year career as a passionate advocate and counselor for disabled children and adults. She managed, directed, and worked as a vocational counselor, medical case manager, wrongful termination consultant, and life care planner while employed by public-sector and for-profit companies, including owning her own consulting business.  She received a master’s degree from UNM in Rehabilitation Counseling, completed post-graduate work in Life Care Planning, was a Licensed Mental Health Counselor, and a Certified Case Manager. Janet was attracted to serving on 501(C)PA’s board because it allows her to continue to help NPO’s in ways that empowers them to help themselves.

Mark Joiner, CPA, Chair

Mark Joiner, CPA, Chair

Board Chair

Mark has been a CPA in New Mexico for about 40 years and is an independent consultant providing volunteer assistance to not-for-profit organizations. In addition to 501(C)PA, he currently serves on the boards of the Museum of New Mexico Foundation, Outpost Productions, and Ensemble Music New Mexico. He is a past board member of Sandia Preparatory School and the New Mexico Repertory Theatre.

Lilia Ruiz, CPA

Lilia Ruiz, CPA

Lilia holds CPA certificates in both Nevada and New Mexico and now spends her time volunteering with the non-profit organizations, 501(C)PA, Musical Theatre Southwest, Oasis Intergenerational Tutoring and the Animal Humane Society of New Mexico. For most of Lilia’s professional career she was a Special Agent with the Internal Revenue Service, either conducting or overseeing financial investigations in Nevada, Arizona, New Mexico and Colorado.  The latter part of her distinguished public service career was dedicated to leading the Tax Fraud Division of the New Mexico Taxation Department. Lilia enjoys learning tap dancing, walking 10K races, hiking, yoga, reading and taking UNM continuing education classes.

Jabeen Vagh, CPA

Jabeen Vagh, CPA

Jabeen joined the accounting profession in 1997 after graduating from UNM and worked primarily as a non-profit auditor for almost 20 years.  She ended her public accounting career as an Audit Manager with BPWC, CPAs in Albuquerque, after deciding she wanted to serve from within the non-profit sector.  Since 2017 Jabeen has been with the Lannan Foundation as their Financial Controller.

In working with many critically important non-profits, Jabeen observed that they often lacked access to strategic financial administration resources from accountants specializing in this very complex area.  It was also evident that this absence usually reduced mission productivity and financial stability.  Her desire to see more of these vital organizations and their missions benefitting from services provided by non-profit accounting professionals made her a perfect fit for 501(C)PA’s Board!

Mike Wilson, CPA, Secretary

Mike Wilson, CPA, Secretary

Member

After graduating from Texas Tech University and obtaining his CPA designation, Mr. Wilson decided to work as a forensic accountant. His experience includes thirty-five years with Travelers Insurance and over ten years as Director of Risk Management for the State of New Mexico and Albuquerque Public Schools. Tax season finds him working at a large national tax preparation company helping individuals with their tax returns. His belief is that the most important area of our life should be helping people, and that doing so makes our world a better place. Mr. Wilson enjoys being on our board because it allows him to assist a nonprofit whose mission is all about helping other nonprofits achieve their goals.

Kim Wong, JD, MBA, MS

Kim Wong, JD, MBA, MS

Kim holds a JD from Boston College Law School, an MBA from the Carroll School of Management at Boston College and a MS from the Massachusetts Institute of Technology. Kim has a passion for education.  He is currently a full-time faculty member in the College of Business Information & Technology at Central New Community College, where he has served for over 27 years.  In addition to teaching, Kim is very active in school administration, student organizations, and community outreach.  Kim currently serves on the Boards of 501(C)PA, New Mexico First, and the Vortex Theater, and his many interests include travel, cooking, downhill skiing, and public policy.

Image
Martin Epstein, MBA, CPA, Treasurer

Martin Epstein, MBA, CPA, Treasurer

Member

Martin recently retired from the accounting faculty at Central New Mexico Community College where he taught for 20 years. He earned his MBA from the College of Santa Fe and worked in a number of industries before entering academia including banking, manufacturing, and not-for-profit. Marty currently serves on the Boards of 501(C)PA, the Vortex Theatre (28 years!), and the Asian Technology Information Program, a scientific research organization. Outside of his accounting profession, his primary interest is in the diverse theater work he has done in Albuquerque. Over the past 30 years his endeavors have included acting, directing and doing anything necessary to put quality productions on stage!

Janet Garcia, MS

Janet Garcia, MS

Janet recently retired from a 40-year career as a passionate advocate and counselor for disabled children and adults. She managed, directed, and worked as a vocational counselor, medical case manager, wrongful termination consultant, and life care planner while employed by public-sector and for-profit companies, including owning her own consulting business.  She received a master’s degree from UNM in Rehabilitation Counseling, completed post-graduate work in Life Care Planning, was a Licensed Mental Health Counselor, and a Certified Case Manager. Janet was attracted to serving on 501(C)PA’s board because it allows her to continue to help NPO’s in ways that empowers them to help themselves.

Mark Joiner, CPA, Chair

Mark Joiner, CPA, Chair

Board Chair

Mark has been a CPA in New Mexico for about 40 years and is an independent consultant providing volunteer assistance to not-for-profit organizations. In addition to 501(C)PA, he currently serves on the boards of the Museum of New Mexico Foundation, Outpost Productions, and Ensemble Music New Mexico. He is a past board member of Sandia Preparatory School and the New Mexico Repertory Theatre.

Lilia Ruiz, CPA

Lilia Ruiz, CPA

Lilia holds CPA certificates in both Nevada and New Mexico and now spends her time volunteering with the non-profit organizations, 501(C)PA, Musical Theatre Southwest, Oasis Intergenerational Tutoring and the Animal Humane Society of New Mexico. For most of Lilia’s professional career she was a Special Agent with the Internal Revenue Service, either conducting or overseeing financial investigations in Nevada, Arizona, New Mexico and Colorado.  The latter part of her distinguished public service career was dedicated to leading the Tax Fraud Division of the New Mexico Taxation Department. Lilia enjoys learning tap dancing, walking 10K races, hiking, yoga, reading and taking UNM continuing education classes.

Jabeen Vagh, CPA

Jabeen Vagh, CPA

Jabeen joined the accounting profession in 1997 after graduating from UNM and worked primarily as a non-profit auditor for almost 20 years.  She ended her public accounting career as an Audit Manager with BPWC, CPAs in Albuquerque, after deciding she wanted to serve from within the non-profit sector.  Since 2017 Jabeen has been with the Lannan Foundation as their Financial Controller.

In working with many critically important non-profits, Jabeen observed that they often lacked access to strategic financial administration resources from accountants specializing in this very complex area.  It was also evident that this absence usually reduced mission productivity and financial stability.  Her desire to see more of these vital organizations and their missions benefitting from services provided by non-profit accounting professionals made her a perfect fit for 501(C)PA’s Board!

Mike Wilson, CPA, Secretary

Mike Wilson, CPA, Secretary

Member

After graduating from Texas Tech University and obtaining his CPA designation, Mr. Wilson decided to work as a forensic accountant. His experience includes thirty-five years with Travelers Insurance and over ten years as Director of Risk Management for the State of New Mexico and Albuquerque Public Schools. Tax season finds him working at a large national tax preparation company helping individuals with their tax returns. His belief is that the most important area of our life should be helping people, and that doing so makes our world a better place. Mr. Wilson enjoys being on our board because it allows him to assist a nonprofit whose mission is all about helping other nonprofits achieve their goals.

Kim Wong, JD, MBA, MS

Kim Wong, JD, MBA, MS

Kim holds a JD from Boston College Law School, an MBA from the Carroll School of Management at Boston College and a MS from the Massachusetts Institute of Technology. Kim has a passion for education.  He is currently a full-time faculty member in the College of Business Information & Technology at Central New Community College, where he has served for over 27 years.  In addition to teaching, Kim is very active in school administration, student organizations, and community outreach.  Kim currently serves on the Boards of 501(C)PA, New Mexico First, and the Vortex Theater, and his many interests include travel, cooking, downhill skiing, and public policy.


John Williams Ph.D., Board Chair

Dr. Williams has been a Human Resources executive for 31 years working at fortune 500 companies. He earned a Ph.D. from the University of Nebraska-Lincoln and is co-author of two books on human relations. Through his leadership, Mosaic Potash in Carlsbad, NM received the New Mexico State Corporation of the Year award in philanthropy. He has retired from corporate business and is doing social purpose work.

Cheryl Silcox, CPA, CITP, Treasurer

Ms. Silcox is an audit and accounting department manager with Burt & Company CPAs. She has 24 years of experience in public accounting. Many of her clients are nonprofit organizations and she has an AICPA certificate in nonprofit accounting. She has been a technical speaker for the Nonprofit Center for Excellence related to various nonprofit accounting issues. In addition to being a Certified Public Accountant, she is a Certified Information Technology Professional and has received additional training in areas of emerging trends, security and privacy, business solutions, IT assurance and risk. She is a technical speaker related to internal control and accounting best practices.

Mark Joiner, CPA, Member

Mark has been a CPA in New Mexico for thirty-eight years and is an independent consultant providing volunteer assistance to not-for-profit organizations. In addition to 501(C)PA, he currently serves on the boards of the Museum of New Mexico Foundation, Outpost Productions, and Ensemble Music New Mexico. He is a past board member of Sandia Preparatory School and the New Mexico Repertory Theatre.

Elena Seaberg, Vice-Chair

Ms. Seaberg is the Director of Finance & Administration for the National Museum of Nuclear Science & History. She has over 20 years' experience in non-profit accounting. She received her Bachelor of General Business from New Mexico State University.

Patrick Wilkins, CPA, Member

Mr. Wilkins is a CPA and the leader of the audit practice for a local CPA firm. Prior to that, he was the CFO of The United Way of Central New Mexico and also served as an assurance partner of a national CPA firm. Mr. Wilkins has specialized in the audits of nonprofit organizations for over 18 years. He has also served in various capacities on other nonprofit boards, including as board chair and treasurer.

Mike Wilson, CPA, Member

After graduating from Texas Tech University and obtaining his CPA designation, Mr. Wilson decided to work as a forensic accountant. His experience includes thirty-five years with Travelers Insurance and over ten years as Director of Risk Management for the State of New Mexico and Albuquerque Public Schools. Tax season finds him working at a large national tax preparation company helping individuals with their tax returns. His belief is that the most important area of our life should be helping people, and that doing so makes our world a better place. Mr. Wilson enjoys being on our board because it allows him to assist a nonprofit whose mission is all about helping other nonprofits achieve their goals.

Albert N. Thiel, Jr, Member

Albert has been a trial attorney for over 40 years and has worked with Will Ferguson & Associates, a plaintiff’s personal injury firm, for almost 20 years. He moved to New Mexico in 1973 after serving in the US Army. He earned his Masters in Business Administration with a concentration in Finance from the Robert O. Anderson School of Management at UNM in 1983 while heading up the Prosecution and Public Safety Divisions of the City of Albuquerque Legal Department. He previously served on the Board of A Child’s Garden and has been a founder, director and officer of the nonprofit New Mexico Karate Association, Inc. and is a founder and advisor to the Japan Karate Association/World Federation America, Inc., the non-profit 501(c) 3 corporation that oversees karate training and testing and co-ordinates with JKA headquarters in Tokyo, Japan.

Leslie Oakes, Ph.D., Ex-Officio Member

Dr. Oakes is the Accounting Chair and professor at the UNM Anderson School of Management. Dr. Oakes has worked with nonprofit organizations for over thirty years. She has published research on museums, healthcare organizations and other charities. She serves on the board of several nonprofits and has taught financial management for nonprofit organizations across New Mexico and around the world.

Craig White, Ph.D., Ex-Officio Member

Dr. White is the Dean of the UNM Anderson School of Management. Dr. White has worked with a variety of nonprofits. He currently serves on the Board of Directors of the New Mexico Society of CPAs, on the Board and as Treasurer of the New Mexico Business Leadership Network, as Financial Secretary of Grace Lutheran Church, and on the Audit Committee of New Mexico Voices for Children.
 

Funders & Supporters
501(C)PA thanks our Foundation and service partners, who believed in our vision and mission, who helped us in our early years of development, and who are now helping us to build capacity so we can expand our services to many more nonprofits throughout New Mexico.
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Careers

STAFF ACCOUNTANT

JOB SUMMARY

As a Staff Accountant at 501(C)PA you will be assigned primary responsibility for the monthly accounting work for several clients. Working with MIP nonprofit accounting software (we train you) you will download and import bank transactions, process AR & AP at summary or detail levels as needed, do bank and other account reconciliations, create adjusting entries, and prepare financial statements. There will be frequent client dialogue, both written and verbal, to clarify account coding, collect information on new grants, or question unusual changes.

To be successful in this role, you should have a minimum of one to three years of accounting experience, preferably with at least one year in a nonprofit organization or a CPA firm.

501(C)PA offers medical, dental, vision, retirement match, cellphone allowance, continuing education benefits, a friendly, mutually supportive workplace, and inspirational nonprofit clients.

Salary range: $46,000 to $60,000

RESPONSIBILITIES
• Manage all accounting transactions
• Prepare accurate financial statements on a timely basis
• Handle monthly, quarterly and annual closings
• Reconcile accounts and prepare journal entries
• Ensure supporting documents are prepared and filed according to our work standards
• Assist clients with annual budget preparation
• Prepare and e-file 1099s for contractors
• Assist client auditors by providing reconciliations and internal financial reports
• Ensure clients are well-informed of work progress/challenges, and maintain friendly and professional client relations
• Comply with financial policies and regulations
• Continuing professional education

QUALIFICATIONS

Required:

  • Minimum of Bachelor's degree in Accounting, Business Administration or similar
  • Minimum of 1 to 3 years of relevant accounting experience

Preferred:

  • Master's degree in Accounting or Business Administration, or a CPA or CMA designation

SKILLS

  • Strong interpersonal communication skills and customer-focused service attitude
  • Solid knowledge of Generally Accepted Accounting Principles (GAAP)
  • Experience in nonprofit accounting or public accounting is highly desirable
  • Hands-on experience with accounting software
  • Highly proficient to advanced MS Excel skills, including V-lookups and pivot tables
  • Strong attention to detail and analytical skills

COVID-19 precautions
Staff have been working remotely since March 2020. New staff will work on-site during orientation week. We intend to resume hybrid in-office/at-home operations when safe. New employees are required to show proof of CDC-recommended Covid-19 vaccination.

HOW TO APPLY

Qualified candidates should place "STAFF ACCOUNTANT SEARCH" on the subject line and email their cover letter and resume to: StaffSearch@501cpa.org or apply to our job ad on Indeed: https://www.indeed.com/viewjob?t=staff+accountant&jk=de800163901ee364&_ga=2.150493425.695656141.1640635179-1995734785.1625166715https://www.indeed.com/cmp/501(c)pa-1/jobs

SENIOR PUBLIC ACCOUNTANT (CPA)

JOB SUMMARY
As a SENIOR PUBLIC ACCOUNTANT at 501(C)PA you will be assigned primary responsibility for the monthly accounting work & financial statement preparation for our larger/more complex nonprofit clients. Working with MIP nonprofit accounting software in a virtual environment (training provided) you will download and import bank transactions, work with our junior accountants to ensure accuracy of coding for AR & AP, and bank reconciliations. You will also be responsible for creating adjusting entries, preparing financial statements & supporting working papers, financial analysis, advising & reviewing with clients. There will be frequent client dialogue, both written and verbal, to clarify account coding, collect information on new grants or contracts, etc.

Salary is $60,000.00 - $75,000.00 per year.

REQUIRED QUALIFICATIONS
CPA (active license) & Bachelor's degree in accounting, business administration or similar
Four years of progressively responsible accounting experience
Two years of review/assurance work at a CPA firm, or two years of senior accounting experience within a nonprofit organization, or a combination of these two types of experience
Excellent interpersonal verbal & written communication skills
A customer-focused service attitude
Solid knowledge of Generally Accepted Accounting Principles (GAAP)
Highly proficient MS Excel skills including V-lookups & pivot tables

RESPONSIBILITIES
Maintain excellent communications and relationships with clients and colleagues
Prepare and communicate accurate, high quality financial statements, analysis & advice to nonprofit leadership on a timely basis
Ensure supporting documents are prepared and filed according to our work standards
Assist clients with annual budget preparation & cash forecasts
Assist client auditors by providing reconciliations, internal financial reports, & mediating if needed
Comply with financial policies and regulations
Assist our Operations Supervisor, Manager of Systems Design & Integration, & our CFO as may be requested on special projects, staff training or other assignments as may be requested

TO APPLY:

Qualified candidates should place "SENIOR PUBLIC ACCOUNTANT (CPA) SEARCH" on the subject line and email their cover letter and resume to: StaffSearch@501cpa.org or apply to our job ad on Indeed under Senior Public Accountant (CPA).

https://www.indeed.com/cmp/501(c)pa-1/jobs?jk=7640a51fcf8a3a74&start=0

COVID-19 PRECAUTIONS
Staff have been working remotely since March 2020. New staff will work on-site during orientation week. We intend to resume hybrid in-office/at-home operations when safe. New employees are required to show proof of CDC-recommended Covid-19 vaccination.


We are a nonprofit, too!
501(C)PA depends on your generosity to provide the professional financial management and administrative services that help our fellow nonprofits accomplish their missions.
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“Every $25,000 donated can fund the hiring and training of another nonprofit accountant. Every new accountant allows us to support an additional 7 or 8 nonprofits!”