2023-11-13T12:36:38-06:00 2022-12-31 910189318 MOSS ADAMS LLP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2022-01-01 471284916 NUSENDA FOUNDATION NUSE 5058892528 PO BOX 8530 ALBUQUERQUE NM 87198 SARA KELLER CHAIR/EXECUTIVE DIRECTOR 5058892528 2023-11-09 1 SARA KELLER 999009999 1 PAMELA ALEXANDERSON P01218925 5058787200 2023-11-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SARA KELLER PO BOX 8530 ALBUQUERQUE NM 87198 2652041 0 X WWW.NUSENDAFOUNDATION.ORG X 2013 NM TO INCREASE THE IMPACT THAT NUSENDA FEDERAL CREDIT UNION HAS MADE IN THE COMMUNITY. 8 1 0 1 0 0 749418 495414 0 0 90476 36635 0 0 839894 532049 626523 845248 0 0 0 0 0 0 0 49222 42053 675745 887301 164149 -355252 2974689 2397539 56548 84877 2918141 2312662 X THE CORPORATION IS ORGANIZED EXCLUSIVELY FOR CHARITABLE PURPOSES DEFINED FOR QUALIFYING EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THESE CHARITABLE AND EDUCATIONAL ACTIVITIES SUPPORT OR CREATE PROGRAMS AIMED AT PROMOTING AND ENHANCING EFFECTIVE PHILANTROPIC PARTNERSHIPS FOCUSED ON FINANCIAL LITERACY, CAPABILITY AND IMPROVEMENT, ASSET BUILDING INITIATIVES, AND THE CREATION AND IMPLEMENTATION OF PRODUCTS AND SERVICES TO SUPPORT LOWER INCOME AND IMPOVERISHED INDIVIDUALS AND COMMUNITIES; AND TO DEVELOP CIVIC, CULTURAL, HEALTH, EDUCATION, ECONOMIC DEVELOPMENT AND DIVERSIFICATION INITIATIVES TO ENHANCE THE GENERAL WELL-BEING OF RESIDENTS IN NEW MEXICO. 0 1 845248 845248 0 THE FOUNDATION RECEIVES FUNDS GENERATED BY THE NUSENDA CREDIT UNION COMMUNITY REWARDS PROGRAM (COMMUNITY REWARDS), WHICH IS A CONTRIBUTION DRIVEN BY MEMBER DEBIT CARD TRANSACTIONS. MEMBERS HAVE THE OPPORTUNITY TO DIRECT THE CONTRIBUTIONS TOWARDS INVESTMENTS IN FIVE FOCUS AREAS WITH SPECIFIC COMMUNITIES: EDUCATION, HEALTHCARE, THE ARTS, WILDLIFE & ENVIRONMENT, AND COMMUNITY SERVICES & SUPPORT. THESE FUNDS ARE AWARDED TO ELIGIBLE CHARITABLE ENTITIES THROUGH THE FOUNDATION. THE FOUNDATION ALSO RECEIVES FUNDS GENERATED BY NUSENDA CREDIT UNION'S ESCHEATED PROPERTY PROCESS, WHICH IS DERIVED FROM ABANDONED FUNDS IN MEMBER ACCOUNTS. PER THE NUSENDA CREDIT UNION BY-LAWS, THESE FUNDS MAY BE DONATED TO THE NUSENDA FOUNDATION AND ARE TO BE AWARDED TO ELIGIBLE CHARITABLE ENTITIES THROUGH THE NUSENDA FOUNDATION. 845248 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NM X X DEBBIE HUMBLES 5058895164 4100 PAN AMERICAN FWY NE BLDG B ALBUQUERQUE NM 87107 CINDY DEES VICE CHAIR 1.00 40.00 X X 0 135816 10139 SARA KELLER EXECUTIVE DIRECTOR/CHAIR 1.00 40.00 X X 0 147523 16388 MICHAEL HOODLESS TREASURER (THROUGH MARCH 2022) 1.00 40.00 X X 0 53075 5913 SARAH LOPEZ SECRETARY 1.00 40.00 X X 0 122482 20090 DANIEL MEYER DIRECTOR 1.00 40.00 X 0 86725 5077 FRANK GUTIERREZ DIRECTOR 1.00 40.00 X 0 96125 7327 JUNE MANNING DIRECTOR 1.00 40.00 X 0 95628 15552 LEIGH ANNE CHAVEZ DIRECTOR 1.00 1.00 X 0 0 0 NIKKI BUNCH DIRECTOR 1.00 40.00 X 0 165945 25230 0 903319 105716 0 0 1 0 0 490984 4430 495414 51517 51517 2105110 2119992 -14882 -14882 -14882 532049 0 0 36635 845248 845248 7620 7620 24290 24290 4401 4401 552 552 ESCHEATED FUNDS 5190 5190 887301 845248 42053 0 398914 43185 57467 29687 2518308 2324667 2974689 2397539 16598 17429 33607 39950 33841 56548 84877 X 432365 137780 2485776 2174882 2918141 2312662 2974689 2397539 -355252 -250227 0 X 0 1 X 1 0 X 1031722 1804220 356754 749418 495414 4437528 1031722 1804220 356754 749418 495414 4437528 186470 4251058 48758 54907 44941 38833 51517 238956 4676484 0.90900 0.89510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 343713 -250227 69511 -180716 524429 7620 7620 532049 949192 69511 69511 879681 7620 7620 887301 PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT OF THE FOUNDATION BELIEVES THE ACTIVITIES OF THE FOUNDATION ARE WITHIN THEIR TAX-EXEMPT PURPOSE. THE FOUNDATION FOLLOWS CURRENT ACCOUNTING STANDARDS IN RELATION TO THE RECOGNITION, MEASUREMENT AND DISCLOSURE OF UNCERTAIN TAX POSITIONS IN ITS FINANCIAL STATEMENTS. MANAGEMENT DOES NOT BELIEVE THAT THE FOUNDATION HAS ANY UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021. UNDER THAT STATUTE OF LIMITATIONS, THE FOUNDATION'S TAX RETURNS ARE NO LONGER SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR THE YEARS PRIOR TO 2019. 1 ALBUQUERQUE MEALS ON WHEELS INC 5901 HARPER DR NE ALBUQUERQUE NM 87109 850307043 501(C)(3) 12410 0 LOW INCOME FOOD AND ENRICHMENT (LIFE) PROGRAM ANIMAL PROTECTION OF NEW MEXICO INC PO BOX 11395 ALBUQUERQUE NM 871920395 850283292 501(C)(3) 10000 0 THE ANIMAL CONNECTION ASSISTANCE DOGS OF THE WEST PO BOX 31027 SANTA FE NM 875941027 850431646 501(C)(3) 7470 0 ASSISTANCE DOGS OF THE WEST STUDENT TRAINER PROGRAMS BOSQUE ECOSYSTEM MONITORING PROGRAM 4000 BOSQUE SCHOOL RD NW ALBUQUERQUE NM 871202546 851272361 501(C)(3) 10000 0 CONTINUING TO INSPIRE STUDENT SCIENTISTS OF THE BOSQUE: PROTECTING OUR VITAL ECOSYSTEMS THROUGH PROJECT-BASED LEARNING IN THE BOSQUE VIA DIRECT OBSERVATION, DATA COLLECTION, & STEWARDSHIP CASA ESPERANZA INC 1005 YALE BLVD NE ALBUQUERQUE NM 87106 850356946 501(C)(3) 8500 0 CASA ESPERANZA'S FAMILY CARE TEAM PROGRAM CATHOLIC CHARITIES 2010 BRIDGE BLVD SW ALBUQUERQUE NM 87105 850110070 501(C)(3) 10000 0 CATHOLIC CHARITIES OPERATIONAL SUPPORT CATHOLIC CHARITIES OF SOUTHERN NEW MEXICO INC 125 W MOUNTAIN AVE LAS CRUCES NM 880051826 201144913 501(C)(3) 8000 0 EDUCATION PRIMARILY, BUT ALSO COMMUNITY SERVICES & SUPPORT AND HEALTHCARE CROSSROADS FOR WOMEN 239 ELM STREET NE ALBUQUERQUE NM 871023672 850448641 501(C)(3) 7500 0 CASA DE MARIPOSA CRUCES CREATIVES 205 E LOHMAN AVE LAS CRUCES NM 88001 815340614 501(C)(3) 6000 0 SEEDING REGENERATIVE AGRICULTURE PROJECT ETHOS LITERACY 400 GOLD AVE SW 210 ALBUQUERQUE NM 87102 412235848 501(C)(3) 10000 0 OPERATIONAL FUNDING FOR ADULT LITERACY PROGRAMS EXPLORA SCIENCE CENTER & CHILDREN'S MUSEUM OF ALBUQUERQUE 1701 MOUNTAIN RD NW ALBUQUERQUE NM 871041396 850442062 501(C)(3) 8000 0 CAREER PATHWAYS INTERNSHIP (CPI) PROGRAM. FOOD IS FREE ALBUQUERQUE CHAPTER PO BOX 51641 ALBUQUERQUE NM 87181 812936310 501(C)(3) 7500 0 GLEANING FRIENDS OF VALLE DE ORO NWR 7851 2ND ST SW ALBUQUERQUE NM 871057495 462102958 501(C)(3) 6000 0 STAFF & OPERATIONS GIRL SCOUTS OF NEW MEXICO TRAILS INC 4000 JEFFERSON PLZ NE ALBUQUERQUE NM 871093404 856011246 501(C)(3) 12000 0 EVERY GIRL INITIATIVE HABITAT FOR HUMANITY TAOS PO BOX 1888 TAOS NEW MEXICO NM 87571 850405105 501(C)(3) 5970 0 HABITAT FOR HUMANITY TAOS - IT FUNDING HERO'S PATH PALLIATIVE CARE INC PO BOX 2860 TIJERAS NM 87059 842906214 501(C)(3) 9000 0 FAMILY SUPPORT GROUPS AND 1:1 THERAPY SESSIONS HOLY CROSS MEDICAL CENTER 413 SIPAPU TAOS NM 87571 850289839 501(C)(3) 7500 0 TAOS CANCER SUPPORT SERVICES HOMEWISE INC 1301 SILER RD BLDG D SANTA FE NM 875073540 850346325 501(C)(3) 9000 0 FINANCIAL LITERACY EDUCATION AND HOMEBUYER COACHING HOPEWORKS PO BOX 27258 ALBUQUERQUE NM 871257258 850338552 501(C)(3) 7410 0 HOPEWORKS GENERAL OPERATING SUPPORT HORIZONS STUDENT OPPORTUNITIES AND RESULTS FOR NEW MEXICO INC 4000 BOSQUE SCHOOL RD NW ALBUQUERQUE NM 871202546 812915448 501(C)(3) 14000 0 HORIZONS SUMMER PROGRAM SUPPORT JARDIN DE LOS NINOS INCORPORATED 1300 EL PASEO RD STE G PMB 272 LAS CRUCES NM 880016039 850431095 501(C)(3) 7470 0 JARDIN DE LOS NIOS ANTI-HUNGER AND WELLNESS PROGRAM JUNIOR ACHIEVEMENT OF NEW MEXICO INC 4700 LINCOLN RD NE STE 108 ALBUQUERQUE NM 871092323 850416889 501(C)(3) 8000 0 JA IN A DAY AT SONOMA ELEMENTARY IN LAS CRUCES, NM KESHET DANCE COMPANY KESHET CENTER FOR THE ARTS 4121 CUTLER AVE NE ALBUQUERQUE NM 87110 850436623 501(C)(3) 7777 0 GENERAL OPERATING FUNDS LSG AND ASSOCIATES INC 600 CAMINO ESPANOL NW ALBUQUERQUE NM 871075817 822600836 501(C)(3) 9000 0 UNTAPPED IS A PROGRAM WITHIN LSG & ASSOCIATES THAT DEVELOPS THE UNTAPPED POTENTIAL IN INDIVIDUALS WITH DIVERSE ABILITIES SEEKING GAINFUL EMPLOYMENT. NATIONAL DANCE INSTITUTE NEW MEXICO INC 1140 ALTO ST SANTA FE NM 875012596 850431846 501(C)(3) 7500 0 DANCING TO EXCELLENCE IN NEW MEXICO: NDI NEW MEXICOS IN-SCHOOL PROGRAM NATIONAL HISPANIC CULTURAL CENTER FOUNDATION 1701 4TH STREET NW ALBUQUERQUE NM 871020000 850335056 501(C)(3) 7500 0 NUESTRO ARTE NATIONAL INVENTORS HALL OF FAME INC 3701 HIGHLAND PARK NW NORTH CANTON OH 44720 341580038 501(C)(3) 9000 0 CAMP INVENTION STEM SUMMER PROGRAMS IN NEW MEXICO COMMUNITIES NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVE SUITE 100 ARLINGTON VA 222031606 530242652 501(C)(3) 7000 0 HARVEY JONES BIOSWALE PHASE II NEW MEXICO CENTER FOR THERAPEUTIC RIDING HIPICO 100 S POLO DR SANTA FE NM 875070000 465184226 501(C)(3) 5107 0 SCHOOL OUTREACH PROGRAM NEW MEXICO CHILD ADVOCACY NETWORKS 625 SILVER AVE SW SUITE 345 ALBUQUERQUE NM 87102 850385103 501(C)(3) 7000 0 OPPORTUNITY PASSPORT NEW MEXICO DREAM CENTER 1219 PITT STREET NE ALBUQUERQUE NM 87112 812479184 501(C)(3) 6489 0 OUTREACH PROGRAM NEW MEXICO ENVIRONMENTAL LAW CENTER 1405 LUISA ST STE 5 SANTA FE NM 875054074 850360664 501(C)(3) 8179 0 ADVANCING ENVIRONMENTAL JUSTICE IN NEW MEXICO NEW MEXICO STATE UNIVERSITY FOUNDATION INC PO BOX 3590 LAS CRUCES NM 880033590 850170157 501(C)(3) 8000 0 HAPPY SMILES CLINIC, LYNN MIDDLE SCHOOL OFFCENTER COMMUNITY ARTS PROJECT 808 PARK AVE SW ALBUQUERQUE NM 871023017 850480889 501(C)(3) 7500 0 OPERATIONAL FUNDING (FOR OPEN STUDIO, CLASSES & WORKSHOPS, PRINT SHOP, MARKETING AND COMMUNICATIONS) OPEN SKIES HEALTHCARE INC 2700 N CENTRAL AVE STE 1050 PHOENIX AZ 850041217 463192208 501(C)(3) 8545 0 COMMUNITY BASED PROGRAMS- RESPITE, COMPREHENSIVE COMMUNITY SUPPORT SERVICES, TREATMENT FOSTER CARE, BEHAVIORAL MANAGEMENT SERVICES PEGASUS LEGAL SERVICES FOR CHILDREN 505 MARQUETTE AVE NW SUITE 1350 3201 FOURTH STREET NW ALBUQUERQUE NM 87102 460509986 501(C)(3) 7000 0 LEGAL SERVICES FOR CHILDREN (GENERAL OPERATING) PRESBYTERIAN EAR INSTITUTE 415 CEDAR STREET SE ALBUQUERQUE NM 871063927 850373591 501(C)(3) 6300 0 PRESBYTERIAN EAR INSTITUTE SCHOOL FOR ORAL DEAF EDUCATION LITERACY PROGRAM R4CREATING 6391 ROADRUNNER LOOP 6391 ROADRUNNER LOOP RIO RANCHO NM 87144 811547684 501(C)(3) 9000 0 CAREER TECH TRAINING CENTER (CTTC) RIO GRANDE COMMUNITY FARMS 1701 MONTANO RD NW ALBUQUERQUE NM 871073238 742833329 501(C)(3) 6000 0 OPERATIONAL CAPACITY BUILDING ROADRUNNER FOOD BANK INC 5840 OFFICE BLVD NE 5840 OFFICE BLVD ALBUQUERQUE NM 87109 850278525 501(C)(3) 6190 0 GENERAL OPERATING SUPPORT ROCKY MOUNTAIN YOUTH CORPS 1203 KING DR UNIT 3 TAOS NM 875718221 850404817 501(C)(3) 6000 0 YOUTH DEVELOPMENT AND CONSERVATION PROGRAM (PROGRAM) SANTA FE PUBLIC SCHOOLS 610 ALTA VISTA SANTA FE NM 87505 856000169 115 6480 0 SANTA FE PUBLIC SCHOOLS EQUITY, DIVERSITY AND ENGAGEMENT DEPARTMENT SANTA FE WATERSHED ASSOCIATION 1413 2ND ST STE 3 SANTA FE NM 875053435 860996109 501(C)(3) 10000 0 SANTA FE COMMUNITREE NETWORK, ADOPT-THE-RIVER SOUTHWEST CREATIONS COLLABORATIVE 1308 4TH ST NW ALBUQUERQUE NM 871021417 850440047 501(C)(3) 7500 0 HACIA: TOWARD THE UNIVERSITY TALKING TALONS YOUTH LEADERSHIP PO BOX 8 CEDAR CREST NM 870080008 850384305 501(C)(3) 8179 0 NEW PROGRAM DEVELOPMENT EXPENSES THE BIRTHING TREE FUND 7224 VUELTA DE LA LUZ SANTA FE NM 87505 861916416 501(C)(3) 10214 0 OPERATIONAL FUNDING- PART TIME DIRECTOR/GRANT MANAGEMENT UNIVERSITY OF NEW MEXICO FOUNDATION INC 700 LOMAS BLVD NE BLDG 2 TWO WOODWARD CENTER ALBUQUERQUE NM 871022568 850275408 501(C)(3) 25000 0 THE UNIVERSITY OF NEW MEXICO-VALENCIA CAMPUS PASOS RESOURCE CENTER, $8,000; UNM CANCER CENTER PATIENT CARE FUND, $8,000; THE UNM TAOS HUNGER-FREE CAMPUS INITIATIVE, $9,000 WOMENS ECONOMIC SELF-SUFFICIENCY TEAM CORP 609 BROADWAY BLVD NE ALBUQUERQUE NM 871022334 850367809 501(C)(3) 6190 0 GENERAL OPERATING SUPPORT 48 0 PART I, LINE 2: NUSENDA FOUNDATION REQUIRES THAT ORGANIZATIONS REQUESTING SUPPORT SUBMIT AN APPLICATION. AT THE TIME OF SUBMISSION, THEY ARE REQUIRED TO SIGN A PATRIOT ACT COMPLIANCE FORM. ORGANIZATIONS SUBMIT A PROGRAM RECIPIENT QUESTIONNAIRE AT THE END OF THE GRANT PERIOD, REAFFIRMING THAT GRANTS WERE USED AS ORIGINALLY INTENDED IN THE APPLICATION FOR SUPPORT. 0 0 0 0 0 0 0 0 0 NIKKI BUNCH DIRECTOR 0 137075 0 28870 0 0 0 17768 0 7462 0 191175 0 0 SARA KELLER EXECUTIVE DIRECTOR/CHAIR 0 125812 0 21711 0 0 0 16388 0 0 0 163911 0 0 FORM 990, PART III, LINE 3 THE FOUNDATION HAS CEASED THREE PROGRAM SERVICES IT HAD PREVIOUSLY LISTED ON ITS FORM 990. THOSE PROGRAMS ARE: - FUNDING FROM A FOUNDATION TO SUPPORT THE GROWTH OF CO-OP CAPITAL, WHICH IS A COMMUNITY-BASED MICROLOAN PROGRAM - ACTING AS A CROSS-SECTOR PARTNER IN A MULTI-YEAR INITIATIVE WITH LIVING CITIES INC. TO IMPROVE THE WELL-BEING OF ALBUQUERQUE'S LOW-INCOME COMMUNITIES THROUGH THE ALBUQUERQUE INTEGRATION INITIATIVE. - THE RECEIVING OF FUNDS FROM SEVERAL PHILANTHROPIC ORGANIZATIONS TO SUPPORT A VARIETY OF EDUCATIONAL AND INNOVATIVE PROGRAMS. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE FORM 990 IS PREPARED, THERE IS AN INTERNAL REVIEW BY THE ORGANIZATION, AND ONCE FINALIZED, THE FORM 990 IS MADE AVAILABLE TO THE ENTIRE BOARD FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IN THE COURSE OF BOARD OR COMMITTEE MEETINGS OR ACTIVITIES, EACH MEMBER IS RESPONSIBLE FOR DISCLOSING ANY POSSIBLE CONFLICT OF INTEREST REGARDING A DECISION OR ACTIVITY IN QUESTION. UPON DISCLOSURE OF POSSIBLE CONFLICTS OF INTEREST, ANY INTERESTED PARTIES SHALL REMOVE THEMSELVES FROM BOTH THE DISCUSSION AND ANY RELATED VOTE. THE BOARD OR COMMITTEE MEETING MINUTES SHALL RECORD THE DISCLOSED CONFLICT OF INTEREST AND REMOVAL OF THE INTERESTED PARTIES FROM THE DECISION-MAKING PROCESS. THE CONFLICT OF INTEREST POLICY IS REVIEWED BY DIRECTORS ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST STATEMENT ARE AVAILABLE UPON REQUEST. NUSENDA FEDERAL CREDIT UNION 4100 PAN AMERICAN FREEWAY NE ALBUQUERQUE NM 87101 850105773 FINANCIAL INSTITUTION NM 501(C)(1) N/A N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 NUSENDA CREDIT UNION 490984