UNIVERSITY OF NEW MEXICO FOUNDATION INCORPORATED: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY OF NEW MEXICO FOUNDATION INCORPORATED (EIN 85-0275408)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-04
- IRS object ID
- 202231249349301818
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-04T12:02:04-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6565 AMERICAS PARKWAY NE STE 600 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850275408 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF NEW MEXICO FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 5053137600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 LOMAS BLVD NE NO 108 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH STANSBURY | PersonNm |
| Person Title | CFO AND TREASURER | PersonTitleTxt |
| Phone | 5053137633 | PhoneNum |
| Signature | 2022-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KENNETH | PersonFirstNm |
| Person Last | STANSBURY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA ALEXANDERSON | PreparerPersonNm |
| PTIN | P01218925 | PTIN |
| Phone | 5058787200 | PhoneNum |
| Preparation | 2022-05-01 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFFREY TODD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 LOMAS BLVD NE NO 108 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $77,543,845 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNMFUND.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1979 | FormationYr |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 79 | TotalEmployeeCnt |
| Total Volunteers | 26 | TotalVolunteersCnt |
| Total Gross UBI | $153,927 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $36,333,277 | PYContributionsGrantsAmt |
| CY Contributions Grants | $39,421,081 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,971,146 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,851,392 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,455,876 | PYInvestmentIncomeAmt |
| CY Investment Income | $18,571,919 | CYInvestmentIncomeAmt |
| PY Other Revenue | $55,651 | PYOtherRevenueAmt |
| CY Other Revenue | $23,824 | CYOtherRevenueAmt |
| PY Total Revenue | $53,815,950 | PYTotalRevenueAmt |
| CY Total Revenue | $65,868,216 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $33,536,172 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $33,383,432 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,663,436 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,857,856 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $155,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $155,000 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,900,816 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,509,964 | PYOtherExpensesAmt |
| CY Other Expenses | $2,986,973 | CYOtherExpensesAmt |
| PY Total Expenses | $46,864,572 | PYTotalExpensesAmt |
| CY Total Expenses | $45,383,261 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $6,951,378 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $20,484,955 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $270,142,035 | TotalAssetsBOYAmt |
| Total Assets EOY | $344,313,898 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $38,038,009 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $38,350,947 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $232,104,026 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $305,962,951 | NetAssetsOrFundBalancesEOYAmt |
| Mission | CREATE POWERFUL ENGAGEMENTS AND PARTNERSHIPS THAT LEAD TO INCREASED PHILANTHROPY, INVESTMENT, INNOVATION, AND SUPPORT FOR THE UNIVERSITY OF NEW MEXICO. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $35,225,016 | ExpenseAmt |
| Grant | $33,383,432 | GrantAmt |
| Revenue | $7,851,392 | RevenueAmt |
| Desc | THE UNIVERSITY OF NEW MEXICO FOUNDATION, INC. ENHANCES THE EDUCATIONAL PURPOSES OF THE UNIVERSITY OF NEW MEXICO BY RAISING PRIVATE FUNDS FOR THE BENEFIT OF STUDENTS, FACULTY AND PROGRAMS; AND INVESTS ENDOWMENT FUNDS AND OTHER FUNDS NOT IMMEDIATELY REQUIRED TO PROVIDE FOR LONG-TERM SUPPORT OF THE UNIVERSITY. | Desc |
| Total Program Service Expenses | $35,225,016 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 56 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 79 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KENNETH STANSBURY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5053137633 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 LOMAS BLVD NE SUITE 108 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87102 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| RANDY VELARDE | ||||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RYAN MUMMERT | ||||||||
| VICE CHAIR/CHAIR ELECT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| LAMECK LUKANGA | ||||||||
| NATIONAL VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GREG FOLTZ | ||||||||
| ASSISTANT TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| FELICIA FINSTON | ||||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ADAM HARRINGTON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEX ROMERO | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANTHONY PACHELLI | ||||||||
| TRUSTEE (THROUGH 6/30/21) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROL MAYO COCHRAN | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CAROLYN ABEITA | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| CHERYL FOSSUM-GRAHAM | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DON CLAMPITT | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| GARNETT STOKES | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JERRALD ROEHL | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JUDY ZANOTTI | ||||||||
| TRUSTEE (THROUGH 6/30/21) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LAURIE MOYE | ||||||||
| TRUSTEE (THROUGH 6/30/21) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA WARNING | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK PECENY | ||||||||
| TRUSTEE (THROUGH 6/30/21) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARTHA MCGREW | ||||||||
| TRUSTEE (THROUGH 6/30/21) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| NANCY RIDENOUR | ||||||||
| TRUSTEE (THROUGH 6/30/21) | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL CASSIDY | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT SCHWARTZ | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TODD SANDOVAL | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TOM DAULTON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| TOMMY ROBERTS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM P LANG | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY TODD | ||||||||
| PRESIDENT AND CEO | 40.00 | Yes (X) | $318,537 | $0 | $45,690 | |||
| WILLLIAM UHER | ||||||||
| VICE PRESIDENT | 40.00 | Yes (X) | $280,847 | $0 | $33,274 | |||
| LAWRENCE RYAN | ||||||||
| VICE PRESIDENT | 40.00 | Yes (X) | $278,029 | $0 | $40,503 | |||
| CURTIS HELSEL | ||||||||
| COO (THROUGH 6/30/21) | 40.00 | Yes (X) | $251,528 | $0 | $37,490 | |||
| PATRICK ALLEN | ||||||||
| GENERAL COUNSEL | 40.00 | Yes (X) | $220,370 | $0 | $29,795 | |||
| KENNETH STANSBURY | ||||||||
| CFO & TREASURER | 40.00 | Yes (X) | $199,952 | $0 | $32,413 | |||
| ANNETTE HAZEN | ||||||||
| SENIOR ASSOCIATE VICE PRESIDENT | 40.00 | Yes (X) | $140,761 | $0 | $22,205 | |||
| KRISTINE C MAZZEI | ||||||||
| SENIOR ASSOCIATE VICE PRESIDENT | 40.00 | Yes (X) | $129,112 | $0 | $13,296 | |||
| WENDY STIRES SENIOR ASSOCIATE | ||||||||
| VICE PRESIDENT (THROUGH 6/30/21) | 40.00 | $151,136 | $0 | $23,760 | Yes (X) | |||
| GRETCHEN DOYLE | ||||||||
| ASSOCIATE VICE PRESIDENT | 40.00 | $170,125 | $0 | $22,262 | Yes (X) | |||
| HENRY NEMCIK PRESIDENT AND | ||||||||
| CEO EMERITUS (THROUGH 1/1/20) | 40.00 | $137,224 | $0 | $5,764 | Yes (X) | |||
| CHRISTOPHER ALBRECHT | ||||||||
| DEVELOPMENT OFFICER | 40.00 | $127,950 | $0 | $20,769 | Yes (X) | |||
| ANNDEE WRIGHT BROWN | ||||||||
| DEVELOPMENT OFFICER | 40.00 | $126,408 | $0 | $12,820 | Yes (X) | |||
| JOSEPH WEISS | ||||||||
| DEVELOPMENT OFFICER | 40.00 | $119,307 | $0 | $13,662 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,651,286 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $353,703 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 25 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| GRENZEBACH GLIER AND ASSOCIATE | |||||
| PO BOX 775324 | CHICAGO | IL | 60677 | BENCHMARKING AND DATA CONSULTING | $196,119 |
| THE STOCKADE CONSULTING GROUP INC | |||||
| 650 FRANKLIN ST SUITE 201 | SCHNECTADY | NY | 12305 | PROFESSIONAL FUNDRAISER | $155,000 |
| AON HEWITT | |||||
| 39584 TREAS CENTER | CHICAGO | IL | 60694 | INVESTMENT CONSULTANTS | $138,140 |
| NORTHERN TRUST | |||||
| 333 S WABASH | CHICAGO | IL | 60604 | INVESTMENT CUSTODIANS | $105,121 |
| GO BONDS FOR HIGHER EDUCATION | |||||
| 5504 CROWN RIDGE NW | ALBUQUERQUE | NM | 87114 | LOBBYING | $104,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $1,852,392 | FederatedCampaignsAmt |
| All Other Contributions | $37,568,689 | AllOtherContributionsAmt |
| Noncash Contributions | $10,060,847 | NoncashContributionsAmt |
| Total Contributions | $39,421,081 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| UNM CONTRACT SERVICE REVENUE | 611710 | $4,866,050 | $4,866,050 |
| DEVELOPMENT FUNDING ALLOCATION | 523920 | $2,985,342 | $2,985,342 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,851,392 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,174,685 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $153,927 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,020,758 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $88,791 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $64,967 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $23,824 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,824 | TotalRevenueColumnAmt |
| Exclusion | $23,824 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $27,450,618 | SecuritiesAmt |
| Other | $557,278 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,250,397 | SecuritiesAmt |
| Other | $360,265 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,200,221 | SecuritiesAmt |
| Other | $197,013 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,397,234 | TotalRevenueColumnAmt |
| Exclusion | $16,397,234 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $65,868,216 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,851,392 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $153,927 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,441,816 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,383,432 | TotalAmt |
| Program Services | $33,383,432 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,275,392 | TotalAmt |
| Program Services | $182,428 | ProgramServicesAmt |
| Management And General | $1,061,519 | ManagementAndGeneralAmt |
| Fundraising | $1,031,445 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,908,147 | TotalAmt |
| Program Services | $693,709 | ProgramServicesAmt |
| Management And General | $1,273,563 | ManagementAndGeneralAmt |
| Fundraising | $2,940,875 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $512,912 | TotalAmt |
| Program Services | $74,422 | ProgramServicesAmt |
| Management And General | $151,914 | ManagementAndGeneralAmt |
| Fundraising | $286,576 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $702,455 | TotalAmt |
| Program Services | $94,296 | ProgramServicesAmt |
| Management And General | $168,370 | ManagementAndGeneralAmt |
| Fundraising | $439,789 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,950 | TotalAmt |
| Program Services | $57,897 | ProgramServicesAmt |
| Management And General | $134,946 | ManagementAndGeneralAmt |
| Fundraising | $266,107 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,235 | TotalAmt |
| Program Services | $1,522 | ProgramServicesAmt |
| Management And General | $13,713 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,077 | TotalAmt |
| Management And General | $67,077 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,000 | TotalAmt |
| Program Services | $104,000 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,000 | TotalAmt |
| Fundraising | $155,000 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,077 | TotalAmt |
| Management And General | $261,077 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $521,219 | TotalAmt |
| Program Services | $50,457 | ProgramServicesAmt |
| Management And General | $217,474 | ManagementAndGeneralAmt |
| Fundraising | $253,288 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,698 | TotalAmt |
| Program Services | $21,573 | ProgramServicesAmt |
| Management And General | $25,976 | ManagementAndGeneralAmt |
| Fundraising | $173,149 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,265 | TotalAmt |
| Program Services | $71,279 | ProgramServicesAmt |
| Management And General | $173,568 | ManagementAndGeneralAmt |
| Fundraising | $29,418 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $408,658 | TotalAmt |
| Program Services | $8,188 | ProgramServicesAmt |
| Management And General | $397,477 | ManagementAndGeneralAmt |
| Fundraising | $2,993 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,307 | TotalAmt |
| Program Services | $10,606 | ProgramServicesAmt |
| Management And General | $199,701 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,135 | TotalAmt |
| Program Services | $1,602 | ProgramServicesAmt |
| Management And General | $122 | ManagementAndGeneralAmt |
| Fundraising | $10,411 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,107 | TotalAmt |
| Management And General | $8,107 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,639 | TotalAmt |
| Program Services | $85,102 | ProgramServicesAmt |
| Management And General | $54,537 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DONOR RELATIONS | $341,965 | $93,603 | $2,857 | $245,505 |
| PAYMENTS TO ANNUITANTS | $274,143 | $274,143 | ||
| DUES AND SUBSCRIPTIONS | $96,542 | $13,499 | $21,302 | $61,741 |
| PROFESSIONAL DEVELOPMEN | $31,906 | $3,258 | $24,129 | $4,519 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,383,261 | TotalAmt |
| Program Services | $35,225,016 | ProgramServicesAmt |
| Management And General | $4,257,429 | ManagementAndGeneralAmt |
| Fundraising | $5,900,816 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,509,735 | BOYAmt |
| EOY | $48,756,282 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,827,368 | BOYAmt |
| EOY | $2,445,553 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,642 | BOYAmt |
| EOY | $224,524 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $716,313 | BOYAmt |
| EOY | $624,446 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,229 | BOYAmt |
| EOY | $240,357 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,543,832 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $180,128 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,424,533 | BOYAmt |
| EOY | $1,363,704 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,491,835 | BOYAmt |
| EOY | $22,838,670 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,141,882 | BOYAmt |
| EOY | $243,096,035 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $143,500 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,574,498 | BOYAmt |
| EOY | $24,580,827 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,142,035 | BOYAmt |
| EOY | $344,313,898 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,010,724 | BOYAmt |
| EOY | $1,444,529 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,929 | BOYAmt |
| EOY | $757,772 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,303,787 | BOYAmt |
| EOY | $1,316,825 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,361,569 | BOYAmt |
| EOY | $34,831,821 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,038,009 | BOYAmt |
| EOY | $38,350,947 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,965,568 | BOYAmt |
| EOY | $5,624,432 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $228,138,458 | BOYAmt |
| EOY | $300,338,519 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $232,104,026 | BOYAmt |
| EOY | $305,962,951 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,142,035 | BOYAmt |
| EOY | $344,313,898 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $20,484,955 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $53,147,689 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $226,281 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,544,435 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,862,947 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,894,746 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,333,277 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,421,081 | CurrentTaxYearAmt |
| Total | $180,056,486 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,544,435 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $38,862,947 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $28,894,746 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,333,277 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $39,421,081 | CurrentTaxYearAmt |
| Total | $180,056,486 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $12,202,065 | SubstantialContributorsTotAmt |
| Public Support Total170 | $167,854,421 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $902,310 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,026,358 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,477,606 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,465,944 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,109,549 | CurrentTaxYearAmt |
| Total | $6,981,767 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $187,038,253 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $39,839,215 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.89740 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90040 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | 0 | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | Yes (1) | OtherActivitiesInd |
| Other Activities | $104,000 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $104,000 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | THE ACTIVITIES INCLUDE PAYMENTS TO GO BOND FOR EDUCATION TO SUPPORT THE 2020 GENERAL OBLIGATION BOND VOTE. | ExplanationTxt |
Schedule D IRS990ScheduleD
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $1,589,915 | AssetsIncludedAmt |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | SUPPORT UNM ART PROGRAMS | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | Yes (1) | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $228,138,458 | BeginningYearBalanceAmt |
| Contributions | $17,001,713 | ContributionsAmt |
| Investment Earnings Or Losses | $70,153,193 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,491,811 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $4,102,175 | AdministrativeExpensesAmt |
| End Year Balance | $299,699,378 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $231,981,429 | BeginningYearBalanceAmt |
| Contributions | $11,970,513 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,104,920 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $10,842,497 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,866,067 | AdministrativeExpensesAmt |
| End Year Balance | $228,138,458 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $225,868,438 | BeginningYearBalanceAmt |
| Contributions | $8,939,647 | ContributionsAmt |
| Investment Earnings Or Losses | $9,263,129 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,368,670 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,721,115 | AdministrativeExpensesAmt |
| End Year Balance | $231,981,429 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $207,766,891 | BeginningYearBalanceAmt |
| Contributions | $18,092,638 | ContributionsAmt |
| Investment Earnings Or Losses | $14,674,007 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $11,055,743 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,609,355 | AdministrativeExpensesAmt |
| End Year Balance | $225,868,438 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $191,121,892 | BeginningYearBalanceAmt |
| Contributions | $10,944,702 | ContributionsAmt |
| Investment Earnings Or Losses | $21,422,839 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $12,267,432 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,455,110 | AdministrativeExpensesAmt |
| End Year Balance | $207,766,891 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.08270 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.91550 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00180 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $146,730 | InvestmentCostOrOtherBasisAmt |
| Book Value | $146,730 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,027,000 | InvestmentCostOrOtherBasisAmt |
| Book Value | $1,027,000 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,210 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,210 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $172,918 | OtherCostOrOtherBasisAmt |
| Depreciation | $172,918 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $189,974 | OtherCostOrOtherBasisAmt |
| Book Value | $189,974 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,363,704 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CIF - ILLIQUID REAL ASSETS | $4,592,802 | F |
| CIF - MARKETABLE ALTERNATIVE | $49,541,569 | F |
| CIF - PRIVATE EQUITY | $55,495,449 | F |
| CIF - REAL ESTATE FUNDS | $4,899,156 | F |
| CIF - MUTUAL FUND, FIXED | $300 | F |
| CIF - MUTUAL FUND, EQUITY | $128,566,759 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $243,096,035 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ARTWORK | $1,589,915 |
| BENEFICIAL INTEREST - SPLIT INTEREST AGREEMENT | $22,990,912 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $24,580,827 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO CONSOLIDATED INVESTMENT FUND | $556,810 |
| DUE TO UNIVERSITY OF NEW MEXICO | $8,469,157 |
| DEFERRED ANNUITIES PAYABLE | $2,510,816 |
| DEFERRED INFLOWS OF BENEFICIAL INTEREST | $23,295,038 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $34,831,821 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $119,046,076 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $53,147,689 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $291,248 | OtherRevenueAmt |
| Revenue Not Reported | $53,438,937 | RevenueNotReportedAmt |
| Revenue Subtotal | $65,607,139 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $261,077 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $261,077 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $65,868,216 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $45,187,151 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $64,967 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $64,967 | ExpensesNotReportedAmt |
| Expenses Subtotal | $45,122,184 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $261,077 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $261,077 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $45,383,261 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE DONATED ART HELD FOR SALE WILL BE SOLD, AND THE NET PROCEEDS WILL SUPPORT ART PROGRAMS, COLLECTIONS, MUSEUMS AND OTHER PROGRAMS AT THE UNIVERSITY OF NEW MEXICO. |
| PART V, LINE 4: | THE PURPOSE OF EACH ENDOWMENT FUND IS SPECIFIED IN A WRITTEN AGREEMENT WITH A DONOR(S) AND SUPPORTS THE MISSION OF THE UNIVERSITY OF NEW MEXICO, INCLUDING SCHOLARSHIPS, FACULTY SUPPORT, LIBRARIES, RESEARCH BUILDINGS, AND EQUIPMENT. |
| PART X, LINE 2: | THE FOUNDATION IS AN ORGANIZATION DESCRIBED IN INTERNAL REVENUE CODE (IRC) SECTION 501(C)(3) AND AS SUCH IS EXEMPT FROM FEDERAL AND STATE INCOME TAX ON ITS RELATED INCOME UNDER SECTION 501(A) OF THE IRC. FURTHERMORE, AS A PUBLICLY SUPPORTED ORGANIZATION IT IS CLASSIFIED AS A PUBLIC CHARITY AND NOT A PRIVATE FOUNDATION UNDER IRC SECTION 509(A)(1). THE FOUNDATION HAD NO MATERIAL UNRELATED BUSINESS INCOME; THEREFORE, NO PROVISION FOR INCOME TAXES IS INCLUDED IN THE FINANCIAL STATEMENTS. AS OF JUNE 30, 2020, THE MOST RECENT FILING DATE, THE FOUNDATION HAD A NET OPERATING LOSS CARRYFORWARD OF APPROXIMATELY $2.4 MILLION, AS A RESULT OF CUMULATIVE LOSSES FROM UNDERLYING PARTNERSHIP INVESTMENTS WITHIN THE CIF. THE DEFERRED TAX ASSET ASSOCIATED WITH THIS LOSS CARRYFORWARD OF APPROXIMATELY $508,000 IS NOT RECOGNIZED ON THE ACCOMPANYING STATEMENTS OF NET POSITION DUE TO THE UNCERTAINTY OF FUTURE INCOME THAT WOULD BE NECESSARY TO REALIZE THE BENEFIT. THE FOUNDATION ESTIMATES THAT THE CHANGE IN THE DEFERRED TAX ASSET FOR THE YEAR ENDED JUNE 30, 2021 IS NOT MATERIAL. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | ANNUITIES PAYABLE ADJUSTMENT 226,281. RENTAL EXPENSES 64,967. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 64,967. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | INVESTMENTS | $43,396,801 | |
| EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM | INVESTMENTS | $6,140,872 | |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR, | PROGRAM SERVICES | $3,000 | CONSULTING SERVICES TO ESTABLISH A PROJECT ECHO HUB IN URUGUAY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $49,540,673 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $49,540,673 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3: | METHOD OF ACCOUNTING: ACCRUAL |
| PART III ACCOUNTING METHOD: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE STOCKADE CONSULTING GROUP INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 650 FRANKLIN ST SUITE 201 | AddressLine1Txt |
| City | SCHENECTADY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | TELEPHONE, E-MAIL, DIRECT MAIL SOLICITATIONS | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $260,085 | GrossReceiptsAmt |
| Retained By Contractor | $155,000 | RetainedByContractorAmt |
| Net To Organization | $105,085 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $260,085 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $155,000 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $105,085 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF NEW MEXICO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 UNIVERSITY OF NEW MEXICO | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 856000642 | RecipientEIN |
| IRC Section | 115 | IRCSectionDesc |
| Cash Grant | $33,342,632 | CashGrantAmt |
| Non Cash Assistance | $40,800 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | MASKS | NonCashAssistanceDesc |
| Purpose Of Grant | ENABLE UNIVERSITY TO ENGAGE IN COMPREHENSIVE EDUCATIONAL, RESEARCH AND SERVICE PROGRAMS. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION MAINTAINS RECORDS SUBSTANTIATING THE AMOUNT OF GRANTS. GRANTS ARE MONITORED THROUGH THE UNIVERSITY OF NEW MEXICO'S ACCOUNTING DEPARTMENT AND ITS BOARD OF REGENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (9 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JEFFREY TODD | ||||||||||||||
| PRESIDENT AND CEO | $297,152 | $0 | $21,385 | $0 | $0 | $0 | $28,500 | $0 | $17,190 | $0 | $364,227 | $0 | $0 | $0 |
| LAWRENCE RYAN | ||||||||||||||
| VICE PRESIDENT | $255,829 | $0 | $22,200 | $0 | $0 | $0 | $25,467 | $0 | $15,036 | $0 | $318,532 | $0 | $0 | $0 |
| WILLLIAM UHER | ||||||||||||||
| VICE PRESIDENT | $258,647 | $0 | $22,200 | $0 | $0 | $0 | $25,500 | $0 | $7,774 | $0 | $314,121 | $0 | $0 | $0 |
| CURTIS HELSEL | ||||||||||||||
| COO (THROUGH 6/30/21) | $231,248 | $0 | $20,280 | $0 | $0 | $0 | $23,867 | $0 | $13,623 | $0 | $289,018 | $0 | $0 | $0 |
| PATRICK ALLEN | ||||||||||||||
| GENERAL COUNSEL | $201,370 | $0 | $19,000 | $0 | $0 | $0 | $22,340 | $0 | $7,455 | $0 | $250,165 | $0 | $0 | $0 |
| KENNETH STANSBURY | ||||||||||||||
| CFO & TREASURER | $178,983 | $0 | $15,200 | $0 | $5,769 | $0 | $19,312 | $0 | $13,101 | $0 | $232,365 | $0 | $0 | $0 |
| GRETCHEN DOYLE | ||||||||||||||
| ASSOCIATE VICE PRESIDENT | $152,310 | $0 | $13,200 | $0 | $4,615 | $0 | $15,492 | $0 | $6,770 | $0 | $192,387 | $0 | $0 | $0 |
| WENDY STIRES SENIOR ASSOCIATE | ||||||||||||||
| VICE PRESIDENT (THROUGH 6/30/21) | $138,901 | $0 | $12,235 | $0 | $0 | $0 | $16,028 | $0 | $7,732 | $0 | $174,896 | $0 | $0 | $0 |
| ANNETTE HAZEN | ||||||||||||||
| SENIOR ASSOCIATE VICE PRESIDENT | $124,449 | $0 | $11,016 | $0 | $5,296 | $0 | $14,431 | $0 | $7,774 | $0 | $162,966 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | DISCRETION IS USED IN DETERMINING THE NON-FIXED COMPENSATION, WHICH IS BASED ON COMPLETION OF ORGANIZATION-WIDE GOALS AND IS CALCULATED USING A UNIFORM PERCENTAGE FOR THE ENTIRE ORGANIZATION. THIS COMPENSATION IS APPROVED BY THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. | ExplanationTxt |
Schedule M IRS990ScheduleM
Intellectual Property IntellectualPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $143,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 52 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,710,217 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $100,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $66,330 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $40,800 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 32B: | A BROKER IS USED TO SELL GIFTS OF SECURITIES, AND REAL ESTATE AGENCIES ARE USED TO LIST AND SELL GIFTS OF REAL ESTATE. |
| PART I, LINE 33: | N/A |
| SCHEDULE M, LINE 8 | THE INTELLECTUAL PROPERTY SHOWN ON LINE 8 IS NOT QUALIFIED INTELLECTUAL PROPERTY. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | CREATE POWERFUL ENGAGEMENTS AND PARTNERSHIPS THAT LEAD TO INCREASED PHILANTHROPY, INVESTMENT, INNOVATION, AND SUPPORT FOR THE UNIVERSITY OF NEW MEXICO. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE BOARD OF REGENTS OF THE UNIVERSITY OF NEW MEXICO MAY APPOINT ONE MEMBER TO THE UNM FOUNDATION'S BOARD OF TRUSTEES. THE BOARD OF REGENTS IS THE CONSTITUTIONALLY DESCRIBED GOVERNING BODY OF THE UNIVERSITY, HAVING FIDUCIARY RESPONSIBILITY FOR THE ASSETS AND PROGRAMS OF THE UNIVERSITY. THE BOARD OF TRUSTEES IS THE ELECTED GOVERNING BOARD OF THE UNM FOUNDATION, HAVING FIDUCIARY RESPONSIBILITY FOR THE ASSETS AND PROGRAMS OF THE UNM FOUNDATION. THE PRESIDENT OF THE UNIVERSITY OF NEW MEXICO SERVES ON THE UNM FOUNDATION BOARD OF TRUSTEES AND MAY APPOINT UP TO TWO UNM DEANS TO SERVE ON THE UNM FOUNDATION BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE CONSOLIDATED INVESTMENT FUND INCLUDES ASSETS OWNED BY THE UNIVERSITY OF NEW MEXICO AND ASSETS OWNED BY THE UNM FOUNDATION. THE BOARD OF REGENTS OF THE UNIVERSITY AND THE BOARD OF TRUSTEES OF THE UNM FOUNDATION JOINTLY APPROVE THE INVESTMENT POLICY AND THE INVESTMENT CONSULTANT FOR THE CONSOLIDATED INVESTMENT FUND. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY THE AUDIT COMMITTEE AND THE EXECUTIVE COMMITTEE. THE AUDIT COMMITTEE APPROVES THE FORM 990, A PUBLIC DISCLOSURE COPY OF THE 990 IS PROVIDED TO EACH MEMBER OF THE BOARD OF TRUSTEES PRIOR TO FILING. THE UNREDACTED SCHEDULE B TO THE FORM 990 IS NOT REVIEWED BY THE FULL BOARD DUE TO THE CONFIDENTIAL AND PRIVATE NATURE OF ITS DONOR LIST. THE FORM 990 IS THEN FILED WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL OFFICERS, TRUSTEES AND KEY EMPLOYEES ATTEST TO THEIR INDEPENDENCE UPON APPOINTMENT OR HIRE AND REAFFIRM THEIR INDEPENDENCE ANNUALLY. A TRUSTEE WITH A CONFLICT IS NOT PERMITTED TO VOTE ON ANY ACTION PERTAINING TO THAT MATTER. THERE WERE NO CONFLICTS OF INTEREST IN THE CURRENT YEAR. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO'S COMPENSATION IS DETERMINED BY THE UNM FOUNDATION BOARD OF TRUSTEES' EXECUTIVE COMMITTEE. THE COMPENSATION FOR ALL OTHER FOUNDATION EMPLOYEES IS DETERMINED BY THE CEO WITHIN RANGES CONSISTENT WITH PEER ORGANIZATIONS. TO ASSURE THE REASONABLENESS OF THE COMPENSATION ARRANGEMENT FOR THE CEO AND ALL OTHER FOUNDATION EMPLOYEES WHO MAY BE CONSIDERED A "DISQUALIFIED PERSON," ON AT LEAST AN ANNUAL BASIS THE FOUNDATION BOARD OF TRUSTEES' COMPENSATION COMMITTEE CONDUCTS A COMPREHENSIVE COMPENSATION ANALYSIS. THE COMPENSATION COMMITTEE'S COMPENSATION ANALYSIS IS PERFORMED BY TRUSTEES WHO ARE INDEPENDENT AND HAVE NO CONFLICT OF INTEREST, AND THE ANALYSIS ASSURES THAT THE COMPENSATION ARRANGEMENT FOR EACH POTENTIALLY DISQUALIFIED PERSON IS REASONABLE BASED ON A COMPARISON TO COMPENSATION DATA FROM LOCAL SOURCES AND BENCHMARKING OF REGIONAL AND NATIONAL PEERS. IN ADDITION, EVERY FIVE YEARS, THE FOUNDATION CONDUCTS AN INDIVIDUALIZED BENCHMARKING STUDY OF THE COMPENSATION FOR ALL POTENTIALLY DISQUALIFIED PERSONS. THE COMPENSATION COMMITTEE DOCUMENTS ALL OF ITS ANALYSES IN WRITTEN MINUTES AND REPORTS. THE COMPENSATION COMMITTEE LAST CONDUCTED AND DOCUMENTED ITS COMPENSATION ANALYSIS IN FY 2020/2021. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE UNM FOUNDATION'S FORM 1023, 990, AND 990-T ARE AVAILABLE UPON REQUEST FROM THE OFFICE OF MARKETING AND COMMUNICATIONS AND ON ITS WEBSITE AT WWW.UNMFUND.ORG. FORM 990 IS ALSO AVAILABLE TO THE PUBLIC THROUGH GUIDESTAR'S WEBSITE AT WWW.GUIDESTAR.ORG. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS ARE FILED WITH THE NEW MEXICO SECRETARY OF STATE. INTERESTED PARTIES MAY REQUEST COPIES OF THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS FROM THE UNM FOUNDATION'S OFFICE OF MARKETING AND COMMUNICATIONS. THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE POSTED ON ITS WEBSITE: WWW.UNMFUND.ORG. |
| FORM 990, PART XI, LINE 9: | ANNUITY CHANGE IN ACTUARIAL LIABILITY 226,281. |
| FORM 990, PART VIII, LINE 2B | THE DEVELOPMENT FUNDING ALLOCATION IS A FEE ASSESSED AGAINST THE CONSOLIDATED INVESTMENT FUND, WHICH HOLDS AND INVESTS ENDOWMENT ASSETS ON BEHALF OF THE UNIVERSITY AND THE UNM FOUNDATION. THE AMOUNT REPORTED ON LINE 2B ($2,985,342) AS REVENUE IS THE ASSESSMENT AGAINST THE ENDOWMENT ASSETS OWNED BY THE UNIVERSITY. THE AMOUNT ASSESSED AGAINST ENDOWMENT ASSETS OWNED BY THE UNM FOUNDATION ($4,099,882) IS NOT REFLECTED AS REVENUE BUT AS A TRANSFER OF ASSETS FROM RESTRICTED TO UNRESTRICTED FUNDS. |
| FORM 990, PART IX, LINE 11F | INVESTMENT MANAGEMENT FEES REPORTED ARE PRORATED BASED ON THE PERCENTAGE OF THE ENDOWMENT OWNED BY THE UNIVERSITY AND THE PERCENTAGE OWNED BY THE UNM FOUNDATION. |
| FORM 990, PART IX, LINE 25, COLUMN D | THE FUNDRAISING EXPENSES REPORTED REFLECT ALL THE EXPENSES INCURRED BY THE FOUNDATION TO SECURE PRIVATE CONTRIBUTIONS IN SUPPORT OF THE UNIVERSITY OF NEW MEXICO. HOWEVER, THE CONTRIBUTIONS REPORTED IN PART I, LINE 8, AND PART VIII, LINE 1H, INCLUDE ONLY CONTRIBUTIONS THAT ARE PROCESSED THROUGH THE FOUNDATION'S FINANCIAL RECORDS. FOR INSTANCE, GIFTS OF ARTWORK, REAL ESTATE, AND EQUIPMENT FOR USE BY THE UNIVERSITY ARE PROCESSED THROUGH THE UNIVERSITY'S FINANCIAL RECORDS AND ARE NOT INCLUDED IN PART I, LINE 8, AND PART VIII, LINE 1H. SIMILARLY, PLEDGES TO ENDOWMENT FUNDS ARE NOT INCLUDED AND ONLY REALIZED BEQUESTS ARE INCLUDED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES. THEREFORE, FORM 990 SHOULD NOT BE USED TO DETERMINE THE FOUNDATION'S COST-TO-RAISE-A-DOLLAR, GIVEN THE EXCLUSIONS/LIMITATIONS NOTED ABOVE. |
| FORM 990, PART X, LINES 2, 11 AND 12 | ENDOWMENT ASSETS OF BOTH THE UNIVERSITY AND THE UNM FOUNDATION ARE HELD IN THE CONSOLIDATED INVESTMENT FUND. ENDOWMENT ASSETS OWNED BY THE UNIVERSITY ($277,822,579) ARE NOT REPORTED ON THE UNM FOUNDATION'S FORM 990. ENDOWMENT ASSETS OWNED BY THE UNM FOUNDATION ($302,474,883) ARE REPORTED ON THE UNM FOUNDATION'S FORM 990, PART X, LINES 2, 11 AND 12 WITH ADDITIONAL DETAIL ON SCHEDULE D, PART VII. |