2023-05-15T12:09:24-04:00 2022-06-30 843463346 LOFTIS & LOVATO GROUP 5501 EAGLE ROCK AVE NE SUITE C-5 ALBUQUERQUE NM 87113 990 2021-07-01 850170157 NEW MEXICO STATE UNIV FDNINC NEWM 5756461613 PO BOX 3590 LAS CRUCES NM 880033590 DAVID H STRONG INTERIM PRESIDENT 5756461613 2023-05-12 true DAVID H STRONG 888008888 FRANK T LOVATO P01380083 5052935009 2023-05-15 2021 2023-04-26 12:10:37Z DAVID H STRONG PO BOX 3590 LAS CRUCES NM 88003 384394683 false X NMSUFOUNDATION.ORG X 1959 NM THE MISSION OF NEW MEXICO STATE UNIVERSITY FOUNDATION IS TO FOSTER LONG- TERM RELATIONSHIPS WITH OUR ALUMNI, SUPPORTERS, AND COMMUNITY IN ORDER TO SECURE, MANAGE, STEWARD, AND PROTECT A SUSTAINABLE SOURCE OF PRIVATE RESOURCES THAT WILL ENHANCE THE ABILITY OF NEW MEXICO STATE UNIVERSITY TO FULFILL ITS LAND GRANT MISSION. 32 32 0 15 590447 479068 93286084 25136627 894803 876682 17343186 63831764 -216382 4153351 111307691 93998424 11850826 13671125 0 2072884 3671110 92117 502083 3708369 1422387 1063622 15438214 18907940 95869477 75090484 355498587 352538517 59339955 51149338 296158632 301389179 X THE MISSION OF NEW MEXICO STATE UNIVERSITY FOUNDATION IS TO FOSTER LONG- TERM RELATIONSHIPS WITH OUR ALUMNI, SUPPORTERS, AND COMMUNITY IN ORDER TO SECURE, MANAGE, STEWARD, AND PROTECT A SUSTAINABLE SOURCE OF PRIVATE RESOURCES THAT WILL ENHANCE THE ABILITY OF NEW MEXICO STATE UNIVERSITY TO FULFILL ITS LAND GRANT MISSION. false false 13671125 13671125 876682 REPRESENTS DIRECT GRANTS TO NEW MEXICO STATE UNIVERSITY (NMSU) IN SUPPORT OF A WIDE VARIETY OF ACTIVITIES INCLUDING FUNDING FOR ALL NMSU COLLEGES AND UNITS, ATHLETICS AND RESEARCH INITIATIVES. A PORTION OF THIS AMOUNT PROVIDED FUNDING FOR SCHOLARSHIPS AWARDED TO OVER 3,400 STUDENTS DURING THE FISCAL YEAR. OVERALL FUNDING OF NMSU DURING THE FISCAL YEAR WAS PROVIDED BY THOUSANDS OF CURRENT USE GIFTS FROM GENEROUS DONORS AND ALUMNI AS WELL AS GRANTS FROM OVER 1,800 ENDOWMENT FUNDS. 13671125 true true false false false false false true true true true true false true true true false true false false false false false true true false false true false true false false false false false false false false true false false false true true false false false true X 30 0 true 0 true true false false false true true true true false false false false false false false false X 32 32 true false false false false false false true true false true true true true true true true true false false false X X DAVID H STRONG 5756464072 1305 NORTH HORSESHOE LAS CRUCES NM 88003 KYLE LOUVAR CHAIR 2.00 X X 0 0 0 CHRISTIAN HENDRICKSON VICE CHAIR 2.00 X X 0 0 0 BOBBY LUTZ FORMER CHAIR 1.00 X 0 0 0 AARON DE LOS SANTOS TREASURER 2.00 X X 0 0 0 RAQUEL BONE SECRETARY 2.00 X X 0 0 0 LARRY ALLEN MEMBER 1.00 X 0 0 0 JAGDEV CHEEMA MEMBER 1.00 X 0 0 0 JOHN CORDOVA MEMBER 1.00 X 0 0 0 SUE DINTELMAN MEMBER 1.00 X 0 0 0 BOB DINTELMAN MEMBER 1.00 X 0 0 0 CHRISTOPHER DULANY MEMBER 1.00 X 0 0 0 HOWARD FOREMAN MEMBER 1.00 X 0 0 0 SUE GERBER MEMBER 1.00 X 0 0 0 JOEL GRANGER MEMBER 1.00 X 0 0 0 AMY HUMMER MEMBER 1.00 X 0 0 0 KEVIN JAMESON MEMBER 1.00 X 0 0 0 JUDY JOHNSON MEMBER 1.00 X 0 0 0 GEORGE KOZELISKI MEMBER 1.00 X 0 0 0 NICOLE LOUVAR MEMBER 1.00 X 0 0 0 ROBERT MARTINEZ MEMBER 1.00 X 0 0 0 ROSS MCCALLISTER MEMBER 1.00 X 0 0 0 MANNY MORA MEMBER 1.00 X 0 0 0 SUSAN PLANTZ MEMBER 1.00 X 0 0 0 ERIC POWELL MEMBER 1.00 X 0 0 0 THOMAS PRICE MEMBER 1.00 X 0 0 0 KYLE RHODES MEMBER 1.00 X 0 0 0 JIM RHODES MEMBER 1.00 X 0 0 0 ANTONIA ROYBAL-MACK MEMBER 1.00 X 0 0 0 JOSEPH SALOPEK MEMBER 1.00 X 0 0 0 FRANK SEIDEL MEMBER 1.00 X 0 0 0 DEANZA VALENICA MEMBER 1.00 X 0 0 0 LOUIS VEGA MEMBER 1.00 X 0 0 0 DEREK DICTSON PRESIDENT 40.00 X 0 387010 0 387010 3 false true false ANGELES INVESTMENT ADVISORS LLC 429 SANTA MONICA BLVD SUITE 650 SANTA MONICA CA 90401 OCIO 552374 BLACKBAUD PO BOX 844827 BOSTON MA 022844827 SOFTWARE MAINT 157313 2 666447 159228 24310952 1613541 25136627 NMSU MANAGEMENT FEE 816074 816074 MEMBERSHIP DUES 60608 60608 876682 7534195 7534195 644905 268587 376318 376318 376318 346329641 290032072 56297569 56297569 56297569 103545 159228 95600 7945 OTHER REVENUE 3019330 3019330 INCOME FROM PARTNERSHIPS 525990 590447 590447 NON-GIFT REVENUE 105013 105013 54298 54298 3769088 93998424 60729210 590447 7534195 13671125 13671125 331252 75136 256116 3339858 757565 2582293 40236 40236 47627 47627 502083 502083 186816 186816 61859 574 61285 89373 87961 1412 408095 328425 79670 194 194 78505 7920 70585 4778 4778 41966 41966 OTHER EXPENSES 120274 11736 108538 OWH OTHER EXPENSES 80397 80397 DUES AND FEES 65396 42595 22801 CANDIDATE SEARCH 33864 12500 21364 -195758 -197980 2222 18907940 13671125 1528446 3708369 28290421 5509603 414516 322239 4940824 9510967 358683 271577 4 4 302943 198955 4290973 728602 3508809 3562371 259536309 284923398 58146078 48239403 355498587 352538517 357075 350413 34491 34491 58948389 50764434 59339955 51149338 X 15367582 18118686 280791050 283270493 296158632 301389179 355498587 352538517 75090484 -69859937 X false true true false X 15489408 15826482 14647987 93286084 25136627 164386588 210319 166112 198949 142689 356770 1074839 15699727 15992594 14846936 93428773 25493397 165461427 165461427 4789535 4032743 5852806 6964897 8179100 29819081 17725 55102 9708474 675096 8013263 18469660 254423 315555 353321 -558866 3769088 4133521 217883689 4803773 0.75940 0.68120 X PART II, LINE 10 4,133,521 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 191000 false false true X 160976117 15005384 -1726488 6231233 168023780 139218367 10212516 18017407 5383673 160976117 139218367 8390780 -4289852 5189428 138129867 134002049 9269047 3733128 4937253 2848604 139218367 124669746 4835379 9168222 4671298 134002049 0.02660 0.97340 false false 3535238 3535238 650542 643688 6854 105193 84914 20279 3562371 INVESTMENTS - SECURITIES 284923398 F 284923398 ASSETS HELD IN TRUST - NMSU 47155667 INSURANCE POLICIES 537384 OWH OTHER ASSETS 290028 WORKS OF ART 191000 OTHER RECEIVABLES 54054 RESERVES 10000 DEPOSITS 1270 48239403 ASSETS HELD IN TRUST - NMSU 47155667 DUE TO NMSU 2043855 GIFT ANNUITIES PAYABLE 1470196 OTHER LIABILITIES 94716 50764434 X SCHEDULE D, PAGE 2, PART III, LINE 4 THE ORIGINAL WORKS OF ART ARE ON DISPLAY AND SERVE TO ENCOURAGE DONORS TO CONTINUE CONTRIBUTING TO THE VARIOUS ART/PERFORMING ART PROGRAMS OF NEW MEXICO STATE UNIVERSITY. SCHEDULE D, PAGE 2, PART IV, LINE 2B THE ORGANIZATION HOLDS SECURITY DEPOSITS OF TENANTS IN ITS REAL ESTATE INVESTMENT. SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATION'S ENDOWMENTS CONSIST OF APPROXIMATELY 1,949 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES TO SUPPORT THE MISSION OF THE FOUNDATION TO SUPPORT NEW MEXICO STATE UNIVERSITY BY PROVIDING FUNDS FOR NEW MEXICO STATE UNIVERSITY ACTIVITIES, SCHOLARSHIPS, AND FINANCIAL AID TO STUDENTS. SCHEDULE D, PAGE 3, PART X THE FINANCIAL ACCOUNTING STANDARDS BOARD (FASB) ISSUED FASB ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH PROVIDES GUIDANCE ON HOW TO MEASURE AND ACCOUNT FOR VARIOUS TAX POSITIONS. NEW MEXICO STATE FOUNDATION UNIVERSITY FOUNDATION, INC. (THE "FOUNDATION") DETERMINED NO MATERIAL UNRECOGNIZED TAX BENEFITS OR LIABILITIES EXIST AS OF JUNE 30, 2022 AND 2021. AS OF JUNE 30, 2022 AND 2021, THE FOUNDATION HAD NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO UNRECOGNIZED INCOME TAX BENEFITS AND NO AMOUNTS RELATED TO ACCRUED INTEREST AND PENALTIES. THE FOUNDATION DOES NOT ANTICIPATE ANY SIGNIFICANT CHANGES RELATED TO UNRECOGNIZED TAX BENEFITS. X X X X X true ALPHA CAPITAL MANAGEMENT 3630 PEACHTREE ROAD NE ATLANTA GA 30326 SOLICITING false 55000 -55000 55000 -55000 All States TRUJILLO GOLF T 86500 71800 14700 8120 2613 20725 SIXTH MAN TIP O 61150 22370 38780 240 12863 855 665 2 115123 65058 50065 5270 23184 1150 19915 262773 159228 103545 13630 38660 2005 41305 95600 7945 false NEW MEXICO STATE UNIVERSITY PO BOX 30001 LAS CRUCES NM 88003 856000401 GOV 13671125 SUPPORT NMSU ACTIVIT SCHEDULE I, PAGE 1, PART I, LINE 2 THE FOUNDATION HOLDS AND INVESTS MONEY FOR NEW MEXICO STATE UNIVERSITY, ALL INVESTMENT GAINS AND LOSSES ARE RECORDED, AS ARE FUNDS TRANSFERRED TO THE UNIVERSTITY AS NEEDED AND REQUESTED. false false false false true false false false false DEREK DICTSON PRESIDENT 331252 55758 387010 SCHEDULE J, PAGE 1, PART I, LINE 5B HUMAN RESOURCES AT NEW MEXICO STATE UNIVERSITY (NMSU) REVIEWS AND APPROVES ALL SALARIES IN ACCORDANCE WITH THE SALARY RANGE OF THE INDIVIDUAL. THE HUMAN RESOURCES DEPARTMENTS AND THE CHANCELLOR OF NMSU MUST APPROVE THE SALARY FOR THE VICE PRESIDENT OF UNIVERSITY ADVANCEMENT, WHICH BY TITLE ALSO SERVES AS THE PRESIDENT OF THE NEW MEXICO STATE FOUNDATION (THE "FOUNDATION"). DIRECTION AND CONTROL OF THESE INDIVIDUALS IS MAINTAINED BY NMSU. AS SUCH, THESE INDIVIDUALS DO NOT MEET THE STATUS OF AN EMPLOYEE OF THE FOUNDATION UNDER THE COMMON LAW RULES APPLICABLE IN DETERMINING THE EMPLOYER/EMPLOYEE RELATIONSHIP. BASED UPON THE FORM 990 DEFINITIONS OF "RELATED ORGANIZATION" NMSU IS ALSO NOT CONSIDERED A RELATED ORGANIZATION TO THE FOUNDATION. THE OF BOARD OF DIRECTORS OF THE FOUNDATION IS NOT COMPROMISED OF A MAJORITY OF NMSUS BOARD OF TRUSTEES. NOR DOES THE FOUNDATION HAVE THE POWER TO REPLACE, APPOINT, ELECT, APPROVE/VETO THE APPOINTMENT OR ELECTION OF, A MAJORITY OF THE FOUNDATION'S DIRECTORS. X 46 1613541 FAIR MARKET VALUE false true true SCHEDULE M, PAGE 1, PART I, LINE 32B BROKERAGE FIRMS ARE USED TO SELL DONATED SECURITIES. SCHEDULE M, PAGE 2, PART II SCHEDULE M, PART I, COLUMN B: THE FOUNDATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990 - ORGANIZATION'S MISSION THE MISSION OF NEW MEXICO STATE UNIVERSITY FOUNDATION IS TO FOSTER LONG- TERM RELATIONSHIPS WITH OUR ALUMNI, SUPPORTERS, AND COMMUNITY IN ORDER TO SECURE, MANAGE, STEWARD, AND PROTECT A SUSTAINABLE SOURCE OF PRIVATE RESOURCES THAT WILL ENHANCE THE ABILITY OF NEW MEXICO STATE UNIVERSITY TO FULFILL ITS LAND GRANT MISSION. FORM 990, PART V QUESTION 2A- THE NUMBER OF EMPLOYEES REPORTED IN PART V, LINE 2A IS NONE. THE SALARIES REFLECTED ON FORM 990, PART IX, LINE 7 WERE ALLOCATED TO THE FOUNDATION BY NEW MEXICO STATE UNIVERSITY AND THEY ARE REPORTED ON THE FORM W-3, TRANSMITTAL OF WAGE AND TAX STATEMENTS, OF NEW MEXICO STATE UNIVERSITY. THE FOUNDATION REIMBURSED THE UNIVERSITY FOR THE SALARIES INCURRED ON BEHALF OF THE FOUNDATION. DIRECTION OF AN EMPLOYEE OF NMSUF UNDER THE COMMON LAW RULES APPLICABLE IN DETERMINING THE EMPLOYER/EMPLOYEE RELATIONSHIP. FORM 990, PART VI SECTION B. POLICIES QUESTION 15- AN AGREEMENT IS IN PLACE WITH NEW MEXICO STATE UNIVERSITY TO PROVIDE EMPLOYEE STAFF SUPPORT TO THE FOUNDATION. THE STAFFING LEVEL, COMPENSATION AND BENEFITS OF EMPLOYEES AND OTHER PERSONNEL MATTERS IS DECIDED BY THE UNIVERSITY. SECTION B. POLICIES QUESTION 10-THE NEW MEXICO STATE UNIVERSITY FOUNDATION, INC. HAS LOCAL ALUMNI CHAPTERS TO ENHANCE ALUMNI ENGAGEMENT AND INCREASE ANNUAL GIVING. THE FOUNDATION PROVIDES EACH ALUMNI CHAPTER AND GROUP A HANDBOOK OF GUIDELINES, MATERIALS, AND POLICIES FOR LOCAL VOLUNTEER CHAPTER GROUP LEADERS TO BE SUCCESSFUL. FORM 990, PAGE 6, PART VI, LINE 2 BOB DINTELMAN SUE DINTELMAN DIRECTOR DIRECTOR FAMILY KYLE LOUVAR NICOLE LOUVAR CHAIR DIRECTOR FAMILY JIM RHODES KYLE RHODES DIRECTOR DIRECTOR FAMILY FORM 990, PAGE 6, PART VI, LINE 11B A DRAFT OF THE ORGANIZATION'S FORM 990 IS EMAILED TO THE FOUNDATION'S CONTROLLER. AFTER REVIEW, THE RETURN IS FORWARDED TO THE AUDIT COMMITTEE FOR FURTHER REVIEW BEFORE FORWARDING IT TO THE BOARD MEMBERS FOR THEIR REVIEW AND APPROVAL. FORM 990, PAGE 6, PART VI, LINE 12C ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ON AN ANNUAL BASIS. THIS PROCESS IS ACTIVELY MONITORED BY THE FOUNDATION SENIOR VICE PRESIDENT ADVANCEMENT AND REPORTED TO AND REVIEWED BY THE FOUNDATION AUDIT COMMITTEE WHO HAS FINAL APPROVAL FOR ALL ACTIONS DEEMED NECESSARY. FORM 990, PAGE 6, PART VI, LINE 19 THE NEW MEXICO STATE UNIVERSITY FOUNDATION, INC. MAKES ITS GOVERNING DOCUMENTS INCLUDING ITS ARTICLES OF INCORPORATION, ANNUAL REPORT, BYLAWS, ITS CODE OF CONDUCT POLICY, AND THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR THE NEW MEXICO STATE UNIVERSITY FOUNDATION, INC. AND SUBSIDIARIES AVAILABLE TO THE PUBLIC UPON REQUEST, I.E., BY CONTACTING THE FOUNDATION'S CONTROLLER. REAL ESTATE HOLDINGS OF NMSU FOUND 1305 N HORSESHOE DR LAS CRUCES NM 88003 REAL ESTAT NM 3535238 NMSUF OUR WAY HOLDINGS I LLC 1305 N HORSESHOE DR LAS CRUCES NM 88003 INVESTING NM NMSUF OUR WAY HOLDINGS II LLC 1305 N HORSESHOE DR LAS CRUCES NM 88003 INVESTING NM 477073 NMSUF