2021-05-17T18:03:33-05:00 2020-06-30 843463346 LOFTIS & LOVATO GROUP 5501 EAGLE ROCK AVE NE SUITE C-5 ALBUQUERQUE NM 87113 990 2019-07-01 850170157 NEW MEXICO STATE UNIV FDNINC NEWM 5756461613 PO BOX 3590 LAS CRUCES NM 880033590 DEREK DICTSON PRESIDENT 5756461613 2021-05-12 true FRANK T LOVATO P01380083 5052935009 2021-05-17 2019 2022-09-23 18:48:47Z DEREK DICTSON PO BOX 3590 LAS CRUCES NM 88003 108870567 false X SUPPORT.NMSU.ORG X 1959 NM THE MISSION OF THE NEW MEXICO STATE UNIVERSITY FOUNDATION, INC. IS TO SECURE AND MANAGE PRIVATE GIFTS TO PROMOTE THE EDUCATIONAL PURPOSES OF NEW MEXICO STATE UNIVERSITY. 28 28 0 50 4924423 4796077 15826482 14647987 914467 907187 4646550 1649942 887583 5652972 22275082 22858088 12367096 10420100 0 2217758 2019884 98542 153997 1659015 1038608 2536908 15722004 15130889 6553078 7727199 222277748 226596148 52918470 52255110 169359278 174341038 THE MISSION OF THE NEW MEXICO STATE UNIVERSITY FOUNDATION, INC. IS TO SECURE AND MANAGE PRIVATE GIFTS TO PROMOTE THE EDUCATIONAL PURPOSES OF NEW MEXICO STATE UNIVERSITY. false false 10732949 10420100 907187 DIRECT GRANTS TO SUPPORT NEW MEXICO STATE UNIVERSITY BY PROVIDING FUNDS FOR NEW MEXICO STATE UNIVERSITY ACTIVITIES, SCHOLARSHIPS, AND FINANCIAL AID TO STUDENTS. THE FOUNDATION'S ACTIVITIES AFFECTED A TOTAL OF 1,949 GIFT ACCOUNT INCLUDING THOSE RELATED TO STUDENT AID AND RESEARCH AND APPROXIMATELY 3,907 SCHOLARSHIPS WERE FUNDED. 10732949 true true false true false false false true true true true true false true true false 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 false false false false true X 57 0 true 0 true true false false false true true true true false false false false false false false false X 28 28 true false false false false false false true true false true true true true true true true true false false false X X LIDIA PAEZ 5756464072 1305 NORTH HORSESHOE LAS CRUCES NM 88003 PHILLIP COOK CHAIR 2.00 X X 0 0 0 ROBERT LUTZ VICE CHAIR 2.00 X X 0 0 0 JAGDEV CHEEMA TREASURER 2.00 X X 0 0 0 KYLE LOUVAR SECRETARY 2.00 X X 0 0 0 THOMAS PRICE MEMBER 1.00 X 0 0 0 SUSAN PLANTZ MEMBER 1.00 X 0 0 0 ROSS MCCALLISTER MEMBER 1.00 X 0 0 0 RAQUEL BONE MEMBER 1.00 X 0 0 0 JOHN PUGH MEMBER 1.00 X 0 0 0 NICOLE LOUVAR MEMBER 1.00 X 0 0 0 LOUIS VEGA MEMBER 1.00 X 0 0 0 KYLE RHODES 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 JOSEPH SALOPEK MEMBER 1.00 X 0 0 0 JOEL GRANGER MEMBER 1.00 X 0 0 0 JIM RHODES MEMBER 1.00 X 0 0 0 JACQUELYN MITCHELL EDWARDS MEMBER 1.00 X 0 0 0 HOWARD FOREMAN MEMBER 1.00 X 0 0 0 GEORGE KOZELISKI MEMBER 1.00 X 0 0 0 FRANK SEIDEL MEMBER 1.00 X 0 0 0 ERIC POWELL MEMBER 1.00 X 0 0 0 EDGAR FOREMAN JR MEMBER 1.00 X 0 0 0 DION MESSER MEMBER 1.00 X 0 0 0 CHRISTOPHER DULANY MEMBER 1.00 X 0 0 0 CHRISTIAN HENDRICKSON MEMBER 1.00 X 0 0 0 AARON DE LOS SANTOS MEMBER 1.00 X 0 0 0 LARRY ALLEN MEMBER 1.00 X 0 0 0 TINA BYFORD FORMER PRESI 40.00 X 218945 0 36521 218945 36521 1 false true false ARMSTRONG PICKETT ASSOCIATES 2125 LOUSIANA BLVD NE STE 200 ALBUQUERQUE NM 87110 INVESTMENT MGMT 241992 RUFFALO NOEL LEVITZ PO BOX 718 DES MOINES IA 50303 FUNDRAISING 147177 2 566810 132152 13949025 1996062 14647987 NMSU MANAGEMENT FEE 827435 827435 MEMBERSHIP DUES 79752 79752 907187 4912397 4912397 36255 36255 604256 339072 265184 265184 265184 82335766 85598221 -3262455 -3262455 -3262455 148975 132152 75186 73789 INCOME FROM PARTNERSHIPS 525990 4924423 4924423 NON-GIFT REVENUE 370284 370284 OTHER REVENUE -3836 -3836 -13127 -13127 5277744 22858088 -1700508 4924423 4912397 10420100 10420100 2019884 692622 1327262 13536 13536 111710 111710 153997 153997 222609 222609 5708 2708 3000 57584 22625 2498 32461 117758 13860 33134 70764 222380 209724 12656 3248 91 2608 549 50859 37653 616 12590 995 995 28705 28705 21444 1308 20136 OWH TAXES 1300000 1300000 BAD DEBT 206351 206351 BANK FEES 55110 55110 DUES AND FEES 34797 5435 761 28601 84114 22818 42156 19140 15130889 10732949 2738925 1659015 16994039 27680279 362588 300965 13289769 13341767 321122 398876 4 4 226109 78949 4045069 706150 3121358 3338919 138942867 134468239 49019892 46988150 222277748 226596148 398379 464575 34491 34491 52485600 51756044 52918470 52255110 X 5789707 11842003 163569571 162499035 169359278 174341038 222277748 226596148 7727199 -2745439 X false true X true false X 15616643 14847911 15489408 15826482 14647987 76428431 210534 207196 210319 166112 198949 993110 15827177 15055107 15699727 15992594 14846936 77421541 77421541 3179605 3476341 4789535 4032743 5852806 21331030 17725 55102 9708474 9781301 26908 -28967 254423 315555 353321 921240 109455112 0.70730 0.78750 X PART II, LINE 10 921,240 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 6946 false false false 6946 false SCHEDULE C, PART II-B, LINE 1 THE FOUNDATION PROVIDES FUNDS TO NEW MEXICO STATE UNIVERSITY FOR THE PURPOSE OF CONDUCTING LOBBYING ACTIVITIES. 191000 X false false true X 139218367 8390780 -4289852 5189428 138129867 134002049 9269047 3733128 4937253 2848604 139218367 124669746 4835379 9168222 4671298 134002049 109754144 5836795 13518276 4439469 124669746 112649625 8892179 -7286961 4300699 109954144 0.02280 0.97720 false false 3289334 3289334 650542 632393 18149 105193 73757 31436 3338919 INVESTMENTS - SECURITIES 134468239 F 134468239 ASSETS HELD IN TRUST - NMSU 45700813 INSURANCE POLICIES 531432 OWH OTHER ASSETS 310992 OTHER RECEIVABLES 239730 WORKS OF ART 191000 RESERVES 10000 OTHER 2913 DEPOSITS 1270 46988150 ASSETS HELD IN TRUST - NMSU 45700813 GIFT ANNUITIES PAYABLE 2508835 DUE TO NMSU 1669395 OTHER LIABILITIES 1350775 PPP LOAN 385375 SPLIT INTEREST PAYABLE 140851 51756044 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. X X X X X true RUFFALO NOEL LEVITZ PO BOX 718 DES MOINES IA 50303 SOLICITING false 26513 147177 -120664 26513 147177 -120664 All States AAC AGGIES IN P 72525 22955 49570 500 24875 5086 SIXTH MAN TIP O 67457 29697 37760 728 1128 1417 7 141145 79500 61645 7984 11079 2250 20139 281127 132152 148975 9212 37082 2250 26642 75186 73789 false NEW MEXICO STATE UNIVERSITY PO BOX 30001 LAS CRUCES NM 88003 856000401 GOV 10420100 SUPPORT NMSU ACTIVIT 1 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 false false false false false TINA BYFORD FORMER PRESIDENT 218945 28615 7906 255466 SCHEDULE J, PAGE 1, PART I, LINE 3 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 COMPRISED 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 63 1992462 X TICKETS 2 3600 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, 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 EDGAR FORMAN HAROLD FORMAN DIRECTOR DIRECTOR FAMILY KYLE LOUVAR NICOLE LOUVAR DIRECTOR 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 940211 3289334 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 6100000 6100706 NMSUF