THE ROBERT O ANDERSON SCHOOL AND: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE ROBERT O ANDERSON SCHOOL AND (EIN 23-7126805)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-17
- IRS object ID
- 202141379349306749
- Schema version
- 2019v5.2
- 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 D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T14:46:12-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237126805 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT O ANDERSON SCHOOL AND | BusinessNameLine1Txt |
| Business Name Line2 | GRADUATE SCHOOL OF MANAGEMENT FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 5052774234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MSC05 3090 UNIVERSITY OF NEW MEXICO | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87131 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL MADRID | PersonNm |
| Person Title | CHAIR | PersonTitleTxt |
| Phone | 5052774234 | PhoneNum |
| Signature | 2021-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA ALEXANDERSON | PreparerPersonNm |
| PTIN | P01218925 | PTIN |
| Phone | 5058787200 | PhoneNum |
| Preparation | 2021-05-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAUL MADRID | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MSC05 3090 UNIVERSITY OF NEW MEXICO | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87131 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,824,819 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MGT.UNM.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Activity Or Mission | THE ANDERSON SCHOOL FOUNDATION SEEKS TO SUPPORT THE UNM ANDERSON SCHOOL WITH EXPERTISE, BUSINESS CONTACTS, AND WISE STEWARDSHIP OF FOUNDATION RESOURCES TO ADVANCE EDUCATIONAL ATTAINMENT, ECONOMIC DEVELOPMENT, AND QUALITY OF LIFE THROUGH BUSINESS EDUCATION IN NEW MEXICO. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 28 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $243,225 | PYContributionsGrantsAmt |
| CY Contributions Grants | $177,561 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,870,556 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,467,481 | CYProgramServiceRevenueAmt |
| PY Investment Income | $73,443 | PYInvestmentIncomeAmt |
| CY Investment Income | -$45,954 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$59,434 | PYOtherRevenueAmt |
| CY Other Revenue | $59,270 | CYOtherRevenueAmt |
| PY Total Revenue | $3,127,790 | PYTotalRevenueAmt |
| CY Total Revenue | $2,658,358 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $223,481 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $261,750 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,387,190 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,227,842 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $156,846 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,534,542 | PYOtherExpensesAmt |
| CY Other Expenses | $1,336,453 | CYOtherExpensesAmt |
| PY Total Expenses | $3,145,213 | PYTotalExpensesAmt |
| CY Total Expenses | $2,826,045 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$17,423 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$167,687 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,327,756 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,602,359 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,679,182 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $979,025 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,648,574 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,623,334 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ANDERSON SCHOOL FOUNDATION SEEKS TO SUPPORT THE UNM ANDERSON SCHOOL WITH EXPERTISE, BUSINESS CONTACTS, AND WISE STEWARDSHIP OF FOUNDATION RESOURCES TO ADVANCE EDUCATIONAL ATTAINMENT, ECONOMIC DEVELOPMENT, AND QUALITY OF LIFE THROUGH BUSINESS EDUCATION IN NEW MEXICO. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,754,723 | ExpenseAmt |
| Grant | $261,750 | GrantAmt |
| Revenue | $2,416,753 | RevenueAmt |
| Desc | THERE ARE TWO DEGREED PROGRAMS CURRENTLY OFFERED BY THE EXECUTIVE AND PROFESSIONAL EDUCATION CENTER (EPEC). (1) THE EXECUTIVE MBA (EMBA) PROGRAM IS A TWO-YEAR DEGREED PROGRAM OFFERED THROUGH THE ANDERSON FOUNDATION. WORKING STUDENTS, WITH BUSINESS EXPERIENCE, ATTEND SEVEN SEMESTERS AS A COHORT GROUP TO COMPLETE A MASTERS OF BUSINESS ADMINISTRATION DEGREE AT THE UNIVERSITY OF NEW MEXICO. PERSONS BENEFITTED: 160 STUDENTS. (2) THE MBA-ED LEADERSHIP PROGRAM BEGAN IN FALL 2015 AND IS FUNDED BY GRANTS FROM THE WOODROW WILSON FOUNDATION (WWF) AND THE DANIEL'S FUND. STUDENTS IN THE PROGRAM ARE K-12 SCHOOL SUPERINTENDENTS, PRINCIPALS OR TEACHERS WHO WANT TO EARN AN MBA AND/OR MOVE INTO AN ADMINISTRATIVE POSITION IN K-12. THE STUDENTS RECEIVE $32,000 FROM WWF FOR THE TWO-YEAR PROGRAM'S TUITION AND FEES. ADMINISTRATIVE FUNDING FROM THE WWF IS USED TO HIRE TWO STAFF MEMBERS AND FOR ADMINISTRATIVE AND START-UP COSTS. PERSONS BENEFITTED: 70 STUDENTS FOR THE FOUR COHORTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $340,106 | ExpenseAmt |
| Revenue | $44,653 | RevenueAmt |
| Desc | THE FACULTY SUPPORT PROGRAM ALLOCATES FUNDS EARNED FROM THE VARIOUS EPEC PROGRAMS TO THE UNM ANDERSON SCHOOL OF MANAGEMENT ACADEMIC DEPARTMENTS, TENURED, TENURE TRACK AND PERMANENT LECTURES. FUNDS ARE USED FOR VARIOUS PROFESSIONAL CONFERENCES AND DEVELOPMENT, AS WELL AS EQUIPMENT, COMPUTERS, SURVEYS, BOOKS AND SOFTWARE TO SUPPORT FACULTY TEACHING AND RESEARCH. $2,500 IS ALLOCATED TO STAFF FOR PROFESSIONAL DEVELOPMENT. FUNDS NOT SPENT IN ONE FISCAL YEAR ARE AVAILABLE TO SPEND IN THE NEXT YEAR. PERSONS BENEFITTED: 65 FACULTY MEMBERS AND 20 STAFF MEMBERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $89,955 | ExpenseAmt |
| Revenue | $2,095 | RevenueAmt |
| Desc | STUDENT SUPPORT PROGRAM ALLOCATES FUNDS EARNED FROM THE EPEC PROGRAMS AND FROM DONORS TO ENHANCE THE STUDENT EXPERIENCE AT THE ANDERSON SCHOOL. FUNDS ARE USED FOR TRAVEL COSTS AND TUITION AT WASHINGTON CAMPUS; COSTS OF STUDENT ORIENTATION, CAREER FAIRS AND STUDENT ORGANIZATION MEETINGS; AND TRAVEL TO REGIONAL OR NATIONAL STUDENT COMPETITIONS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $214,077 | ExpenseAmt |
| Revenue | $3,980 | RevenueAmt |
| Desc | EPEC COMMUNITY EDUCATION (NON-DEGREE) PROGRAMS: PROVIDE A NUMBER OF NONDEGREE CERTIFICATE PROGRAMS, GMAT AND GRE PREPARATORY CLASSES AND CUSTOMIZED TRAINING FOR CORPORATE AND BUSINESS GROUPS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $214,077 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $3,980 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,398,861 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | 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 | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | Yes (1) | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MITZI MONTOYA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5052774234 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1924 LAS LOMAS NE MSC05 3090 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87131 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| PAUL MADRID | ||||||||
| CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| EDDIE C PADILLA | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TRACY UTTERBACK | ||||||||
| IMMEDIATE PAST CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MELISSA NUNEZ | ||||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CLOVIS MARTIN | ||||||||
| SECRETARY, FINANCE COMMITTEE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL BUEHLER SECRETARY | ||||||||
| EPEC COMMITTEE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CONNOR R MARSHALL CHAIR | ||||||||
| ADVANCEMENT COMMITTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| EDDIE DUFFY CHAIR | ||||||||
| UNM ENTREPRENEUIAL CHALLENGE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN GRIEGO CHAIR | ||||||||
| UNM ENTREPRENEUIAL CHALLENGE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT AEILTS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EMILY ALLEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BEVERLY BENDICKSEN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NATHAN BALDWIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT C CZARNIAK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EARL E DEBRINE JR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVE ESSINGTON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL J FANNING | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LISA GOODMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE GORMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE LOFTIN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT LOPEZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ISAAC MONTOYA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOT W MOYE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEREK VALDO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARVIS VALLO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JANEEN VILVEN-DOGGETT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALEJANDRA ALE VELTMANN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DENISE E WILCOX | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SHAWN L BERMAN | ||||||||
| INTERIM DEAN | 5.00 | Yes (X) | $0 | $195,072 | $31,739 | 35.00 | ||
| CRAIG WHITE | ||||||||
| UNM FULL PROFESSOR | 5.00 | $0 | $241,292 | $46,341 | 35.00 | Yes (X) | ||
| JACQUELINE HOOD CHAIRPERSON | ||||||||
| PROFESSOR & NON-CREDIT INSTRUCTOR | 10.00 | $0 | $239,794 | $44,516 | 30.00 | Yes (X) | ||
| KATHRYN J JACOBSON ASSOCIATE | ||||||||
| DEAN & NON-CREDIT INSTRUCTOR | 5.00 | $0 | $225,088 | $46,093 | 35.00 | Yes (X) | ||
| RICHARD BRODY | ||||||||
| ASSOCIATE PROFESSOR | 5.00 | $0 | $193,012 | $39,795 | 35.00 | Yes (X) | ||
| STEVEN T WALSH | ||||||||
| PROFESSOR | 5.00 | $0 | $184,884 | $35,747 | 35.00 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,279,142 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $244,231 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $26,200 | FundraisingAmt |
| All Other Contributions | $151,361 | AllOtherContributionsAmt |
| Total Contributions | $177,561 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611600 | $2,422,828 | $2,422,828 |
| CONFERENCES/CONSULTING | 611710 | $44,653 | $44,653 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,467,481 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $102,178 | TotalRevenueColumnAmt |
| Exclusion | $102,178 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $998,614 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,146,746 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$148,132 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$148,132 | TotalRevenueColumnAmt |
| Exclusion | -$148,132 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $78,325 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $26,200 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $19,715 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,610 | TotalRevenueColumnAmt |
| Exclusion | $58,610 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $660 | TotalRevenueColumnAmt |
| Exclusion | $660 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $660 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,658,358 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,467,481 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,316 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,500 | TotalAmt |
| Program Services | $137,500 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,250 | TotalAmt |
| Program Services | $124,250 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,000,286 | TotalAmt |
| Program Services | $955,949 | ProgramServicesAmt |
| Management And General | $18,505 | ManagementAndGeneralAmt |
| Fundraising | $25,832 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,676 | TotalAmt |
| Program Services | $156,421 | ProgramServicesAmt |
| Management And General | $3,028 | ManagementAndGeneralAmt |
| Fundraising | $4,227 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,880 | TotalAmt |
| Program Services | $61,049 | ProgramServicesAmt |
| Management And General | $1,181 | ManagementAndGeneralAmt |
| Fundraising | $1,650 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,980 | TotalAmt |
| Management And General | $51,980 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,072 | TotalAmt |
| Management And General | $24,072 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,405 | TotalAmt |
| Program Services | $47,405 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,600 | TotalAmt |
| Program Services | $35,341 | ProgramServicesAmt |
| Management And General | $7,259 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,356 | TotalAmt |
| Program Services | $242,202 | ProgramServicesAmt |
| Management And General | $99,747 | ManagementAndGeneralAmt |
| Fundraising | $95,407 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,343 | TotalAmt |
| Program Services | $49,131 | ProgramServicesAmt |
| Management And General | $4,328 | ManagementAndGeneralAmt |
| Fundraising | $1,884 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,663 | TotalAmt |
| Program Services | $138,544 | ProgramServicesAmt |
| Management And General | $24,029 | ManagementAndGeneralAmt |
| Fundraising | $2,090 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,980 | TotalAmt |
| Program Services | $93,422 | ProgramServicesAmt |
| Management And General | $17,141 | ManagementAndGeneralAmt |
| Fundraising | $19,417 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,509 | TotalAmt |
| Management And General | $5,509 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES AND MEMBERSHIP | $183,674 | $178,989 | $375 | $4,310 |
| STUDENT FEES | $119,982 | $119,982 | ||
| TRAINING AND DEVELOPMEN | $38,042 | $27,972 | $9,489 | $581 |
| EQUIPMENT | $25,883 | $20,740 | $3,695 | $1,448 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,964 | TotalAmt |
| Program Services | $9,964 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,826,045 | TotalAmt |
| Program Services | $2,398,861 | ProgramServicesAmt |
| Management And General | $270,338 | ManagementAndGeneralAmt |
| Fundraising | $156,846 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,831,606 | BOYAmt |
| EOY | $1,383,820 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $655,187 | BOYAmt |
| EOY | $380,510 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,434 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,452 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,534,410 | BOYAmt |
| EOY | $2,624,736 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $199,144 | BOYAmt |
| EOY | $158,326 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,523 | BOYAmt |
| EOY | $54,967 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,327,756 | BOYAmt |
| EOY | $4,602,359 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,522 | BOYAmt |
| EOY | $4,387 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $693,203 | BOYAmt |
| EOY | $668,845 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $974,457 | BOYAmt |
| EOY | $305,793 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,679,182 | BOYAmt |
| EOY | $979,025 | 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 | $3,184,092 | BOYAmt |
| EOY | $3,051,794 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $464,482 | BOYAmt |
| EOY | $571,540 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,648,574 | BOYAmt |
| EOY | $3,623,334 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,327,756 | BOYAmt |
| EOY | $4,602,359 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$167,687 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $142,447 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY OF NEW MEXICO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 856000642 | EIN |
| Organization Type | 6 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $261,750 | SupportAmt |
| Other Support | $2,137,111 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $261,750 | SupportSumAmt |
| Other Support Sum | $2,137,111 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | Yes (1) | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | 0 | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART VI, SECTION A, LINE 2 | THE ORGANIZATION SUPPORTS A STATE UNIVERSITY, WHICH IS NOT REQUIRED TO OBTAIN RECOGNITION OF ITS PUBLIC CHARITY STATUS. |
| PART I, LINE 12G, COL. (VI) | THE $2,137,111 REPRESENTS THE SERVICES PROVIDED BY THE ROBERT O. ANDERSON SCHOOL AND GRADUATE SCHOOL OF MANAGEMENT FOUNDATION TO ITS SUPPORTED ORGANIZATION, THE UNIVERSITY OF NEW MEXICO. |
| PART VI, SECTION A, LINE 6 | THE UNIVERSITY OF NEW MEXICO ROBERT O. ANDERSON SCHOOL FOUNDATION TRANSFERRED $137,500 TO THE UNIVERSITY OF NEW MEXICO FOUNDATION TO FUND AN ENDOWMENT MANAGED BY THE UNM FOUNDATION TO BENEFIT ANDERSON SCHOOL SCHOLARSHIPS. ALTHOUGH THE UNM FOUNDATION IS NOT A SUPPORTING ORGANIZATION OF THE UNIVERSITY OF NEW MEXICO, ITS MISSION IS TO RAISE, MANAGE, AND INVEST PRIVATE GIFTS IN SUPPORT OF THE UNIVERSITY OF NEW MEXICO. |
| PART VI, SECTION C, LINE 1 | ALL SUPPORTING ORGANIZATIONS OF THE UNIVERSITY OF NEW MEXICO AND ITS COLLEGES ARE CONTROLLED BY THE UNM BOARD OF REGENTS. |
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 D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO THE UNIVERSITY OF NEW MEXICO | Desc |
| Amt | $305,793 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $305,793 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,796,448 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $142,447 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $19,715 | OtherRevenueAmt |
| Revenue Not Reported | $162,162 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,634,286 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $24,072 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $24,072 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,658,358 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,821,688 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $19,715 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $19,715 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,801,973 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $24,072 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $24,072 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,826,045 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ANDERSON FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A) OF THE INTERNAL REVENUE CODE (THE CODE) AS AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN MADE. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 19,715. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 19,715. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HALL OF FAME | Event1Nm |
| Gross Receipts Event1 | $104,525 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $26,200 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $78,325 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $3,347 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $9,294 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $1,504 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $5,570 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $104,525 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $26,200 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $78,325 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $3,347 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $9,294 | RentFcltyCostsTotalEventsAmt |
| Entertainment Total Events | $1,504 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $5,570 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $19,715 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $58,610 | NetIncomeSummaryAmt |
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 FOUNDATION | BusinessNameLine1Txt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 850275408 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $137,500 | CashGrantAmt |
| Purpose Of Grant | TO FUND ENDOWMENT MANAGED BY UNM FOUNDATION TO BENEFIT THE ANDERSON HALL OF FAME SCHOLARSHIPS FOR ANDERSON STUDENTS ($72,969). TO FUND ENDOWMENT MANAGED BY UNM FOUNDATION FOR PHASE 2 OF THE NEW BUILDING FOR THE ANDERSON SCHOOL. PAYMENTS ARE SET AT $137,500 FOR FOUR YEARS. TOTAL $550,000 ($137,500). | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| BUSINESS PLAN COMPETITION AWARDS | 16 | $81,000 |
| SCHOLARSHIP FELLOWSHIPS | 1 | $1,850 |
| STUDENT AWARDS | 40 | $41,400 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE TECHNOLOGY BUSINESS PLAN AND ENTREPRENUERIAL CHALLENGE COMPETITION AWARD CHECKS ARE WRITTEN BY THE UNIVERSITY OF NEW MEXICO (UNM) TO THE COMPETITION WINNERS, USING DONATIONS DEPOSITED IN AN ACCOUNT AT UNM FOR THE ANDERSON FOUNDATION. ALL OTHER AWARDS ARE MADE BY A SELECTION COMMITTEE TO STUDENTS BASED UPON THE APPLICATION PROCESS. |
| PART III. COLUMN (B) | AN ESTIMATE OF NUMBER OF RECIPIENTS IS BEING PROVIDED, AS THE ACTUAL NUMBER COULD NOT BE DETERMINED. THE ESTIMATE IS BASED ON NUMBERS OF RECIPIENTS IN PREVIOUS YEARS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SHAWN L BERMAN | ||||||||||||||
| INTERIM DEAN | $0 | $194,964 | $0 | $0 | $0 | $108 | $0 | $27,792 | $0 | $3,947 | $0 | $226,811 | $0 | $0 |
| CRAIG WHITE | ||||||||||||||
| UNM FULL PROFESSOR | $0 | $241,184 | $0 | $0 | $0 | $108 | $0 | $34,245 | $0 | $12,096 | $0 | $287,633 | $0 | $0 |
| JACQUELINE HOOD CHAIRPERSON | ||||||||||||||
| PROFESSOR & NON-CREDIT INSTRUCTOR | $0 | $239,686 | $0 | $0 | $0 | $108 | $0 | $34,279 | $0 | $10,237 | $0 | $284,310 | $0 | $0 |
| KATHRYN J JACOBSON ASSOCIATE | ||||||||||||||
| DEAN & NON-CREDIT INSTRUCTOR | $0 | $224,980 | $0 | $0 | $0 | $108 | $0 | $31,445 | $0 | $14,648 | $0 | $271,181 | $0 | $0 |
| RICHARD BRODY | ||||||||||||||
| ASSOCIATE PROFESSOR | $0 | $192,904 | $0 | $0 | $0 | $108 | $0 | $28,062 | $0 | $11,733 | $0 | $232,807 | $0 | $0 |
| STEVEN T WALSH | ||||||||||||||
| PROFESSOR | $0 | $184,780 | $0 | $0 | $0 | $104 | $0 | $26,742 | $0 | $9,005 | $0 | $220,631 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, PART VII, COMPENSATION | FormAndLineReferenceDesc |
| Explanation | THE ANDERSON FOUNDATION DOES NOT HAVE EMPLOYEES. ALL PAID STAFF AND FACULTY ARE EMPLOYED THROUGH THE UNIVERSITY OF NEW MEXICO (UNM). SALARIES AND BENEFITS ARE REIMBURSED BY THE ANDERSON FOUNDATION. UNM EMPLOYMENT POLICIES AND PROCEDURES ARE USED TO DETERMINE ALL COMPENSATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED AND APPROVED BY THE FINANCE COMMITTEE AND THE EXECUTIVE COMMITTEE. THEN, ELECTRONIC COPIES ARE MADE AVAILABLE TO ALL BOARD MEMBERS BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO SIGN WHEN THEY JOIN THE BOARD AND THEN ANNUALLY. EACH INDIVIDUAL ON THE BOARD HAS AN OBLIGATION TO DISCLOSE ANY CHANGE TO HIS OR HER SITUATION THAT MIGHT RESULT IN A CONFLICT OF INTEREST. SHOULD A CONFLICT ARISE, THE INDIVIDUAL WITH SUCH CONFLICT WILL NOT VOTE OR PARTICIPATE IN DECISIONS CONCERNING THE TRANSACTION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE ANDERSON SCHOOL OF MANAGEMENT FOUNDATION FOLLOWS THE UNIVERSITY OF NEW MEXICO POLICIES REGARDING INSPECTION OF PUBLIC RECORDS AND DISCLOSURES OF DIRECT AND INDIRECT FINANCIAL INTEREST. INSTRUCTIONS ARE AVAILABLE ON THE UNM WEBSITE HTTP://WWW.UNM.EDU. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY OF NEW MEXICO | ||||||||||
| 1 UNIVERSITY OF NEW MEXICO | ALBUQUERQUE | NM | 87131 | 856000642 | HIGHER EDUCATION | NM | 115 | UNIVERSITY OF NEW MEXICO REGENTS | 0 | |
| LOBO DEVELOPMENT CORPORATION | ||||||||||
| 801 UNIVERSITY BLVD | ALBUQUERQUE | NM | 87106 | 421759020 | REAL ESTATE | NM | 501(C)(3) | UNIVERSITY OF NEW MEXICO REGENTS | 0 | LINE 12A, I |
| STCUNM | ||||||||||
| 801 UNIVERSITY BLVD | ALBUQUERQUE | NM | 87106 | 850413634 | RESEARCH | NM | 501(C)(3) | UNIVERSITY OF NEW MEXICO REGENTS | 0 | LINE 12A, I |
| UNIVERSITY OF NEW MEXICO MEDICAL GROUP | ||||||||||
| 933 BRADBURY DRIVE SE | ALBUQUERQUE | NM | 87106 | 208488778 | HEALTH CARE | NM | 501(C)(3) | UNIVERSITY OF NEW MEXICO REGENTS | 0 | LINE 12A, I |
| UNM SANDOVAL REGIONAL MEDICAL CENTER INC | ||||||||||
| 934 BRADBURY DRIVE SE | ALBUQUERQUE | NM | 87106 | 271368727 | HEALTH CARE | NM | 501(C)(3) | UNIVERSITY OF NEW MEXICO REGENTS | 0 | LINE 12A, I |
| LOBO ENERGY INCORPORATED | ||||||||||
| 800 BRADBURY DRIVE SE SUITE 216 | ALBUQUERQUE | NM | 87106 | 850459211 | UTILITY MANAGEMENT | NM | 501(C)(3) | UNIVERSITY OF NEW MEXICO REGENTS | 0 | LINE 12A, I |
| INNOVATE ABQ INC | ||||||||||
| 801 UNIVERSITY BLVD SE STE 207 | ALBUQUERQUE | NM | 87106 | 472386705 | INNOVATE ECONOMIC DEVELOPMENT | NM | 501(C)(3) | UNIVERSITY OF NEW MEXICO REGENTS | 0 | LINE 12A, I |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |