2019-05-13T15:15:44-05:00 2018-06-30 KPMG LLP 210 Park Ave Suite 2650 Oklahoma City OK 73102 990 2017-07-01 850170157 New Mexico State University Foundation Inc % THE ORGANIZATION NEWM 5756461613 po box 3590 LAS CRUCES NM 880033590 TINA BYFORD CHIEF OP OFFICER 2019-05-13 true LORI A MCLAUGHLIN P01231707 4052396411 2019-05-13 167.68.102.5 73017020191335000000 2019-05-13 P 3BDC32D82005B4FB5A5B30B5BF6243933C14C3D8 3BDC32D82005B4FB5A5B30B5BF6243933C14C3D8 2017 2019-02-21 02:37:17Z TINA BYFORD po box 3590 LAS CRUCES NM 880033590 51272774 false X support.nmsu.edu 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. 33 33 0 33 17725 0 14847911 15489408 878375 949734 8153782 8184813 666939 782246 24547007 25406201 8895904 10559324 0 0 0 2111158 247204 274109 2075368 3300548 1023564 12443656 13968155 12103351 11438046 199407019 213881098 50187215 52616634 149219804 161264464 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 10559324 10559324 949734 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 1,841 GIFT ACCOUNTS INCLUDING THOSE RELATED TO STUDENT AID AND RESEARCH AND APPROXIMATELY 3,840 SCHOLARSHIPS WERE FUNDED. 10559324 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 true false false true true false true false true X 74 0 0 true true false false false true true true true false false false false false X 33 33 true false false false false false false true true false true true true true true true true true false false false NM X X THE ORGANIZATION 5756461613 1305 N HORSESHOE DRIVE LAS CRUCES NM 88003 LARRY ALLEN MEMBER 1.0 0.0 X 0 0 0 LEE ELLEN BANKS MEMBER 1.0 0.0 X 0 0 0 RAQUEL BONE MEMBER 1.0 0.0 X 0 0 0 JAGDEV CHEEMA MEMBER 1.0 0.0 X 0 0 0 PHILIP COOK VICE CHAIRMAN 1.0 0.0 X X 0 0 0 JOHN CORDOVA MEMBER 1.0 0.0 X 0 0 0 MARYLOU DAVIS CHAIRMAN 1.0 0.0 X X 0 0 0 AARON DE LOS SANTOS MEMBER 1.0 0.0 X 0 0 0 CHRISTOPHER DULANY MEMBER 1.0 0.0 X 0 0 0 JACKIE EDWARDS MEMBER 1.0 0.0 X 0 0 0 DEL ESPARZA MEMBER 1.0 0.0 X 0 0 0 EDGAR FOREMAN MEMBER 1.0 0.0 X 0 0 0 HAROLD FOREMAN MEMBER 1.0 0.0 X 0 0 0 NICK FRANKLIN PAST CHAIRMAN 1.0 0.0 X X 0 0 0 JOEL GRANGER MEMBER 1.0 0.0 X 0 0 0 CHRISTIAN HENDRICKSON MEMBER 1.0 0.0 X 0 0 0 MIKE JOHNSON MEMBER 1.0 0.0 X 0 0 0 GEORGE KOZELISKI MEMBER 1.0 0.0 X 0 0 0 PATRICIA LOPEZ MEMBER 1.0 0.0 X 0 0 0 KYLE LOUVAR TREASURER 1.0 0.0 X X 0 0 0 NICOLE LOUVAR MEMBER 1.0 0.0 X 0 0 0 LARRY LUJAN MEMBER 1.0 0.0 X 0 0 0 BOBBY LUTZ MEMBER 1.0 0.0 X 0 0 0 DION MESSER MEMBER 1.0 0.0 X 0 0 0 SUSAN PLANTZ MEMBER 1.0 0.0 X 0 0 0 BRENDA PORTER MEMBER 1.0 0.0 X 0 0 0 ERIC POWELL MEMBER 1.0 0.0 X 0 0 0 RAUL PRIETO MEMBER 1.0 0.0 X 0 0 0 RANDY PUGH MEMBER 1.0 0.0 X 0 0 0 JOSEPH SALOPEK MEMBER 1.0 0.0 X 0 0 0 FRANK SEIDEL MEMBER 1.0 0.0 X 0 0 0 BILL SHERIFF MEMBER 1.0 0.0 X 0 0 0 SMOKY TORGERSON SECRETARY 1.0 0.0 X X 0 0 0 ANDREA TAWNEY PRESIDENT 20.0 20.0 X 0 209094 40062 TINA BYFORD CHIEF OP OFFICER 20.0 20.0 X 0 160344 30537 LESLIE CERVANTES Assoc. V.P. ALUMNI ENGAGEMENT 20.0 20.0 X 0 106205 14769 Patrick Knapp int. assoc. v.p. development 20.0 20.0 X 0 81779 21386 0 557422 106754 0 false true false ARMSTRONG PICKETT ASSOCIATES 2125 LOUISIANA BLVD NE STE 200 ALBUQUERQUE NM 87110 INVESTMENT MGMT 244102 RUFFALO NOEL LEVITZ PO BOX 718 DES MOINES IA 503030718 FUNDRAISING 183558 2 320460 386416 14782532 993164 15489408 NMSU MANAGEMENT FEE 900099 803056 803056 MEMBERSHIP DUES 900099 146678 146678 949734 4302123 17725 4284398 0 157769 157769 438267 184256 254011 0 254011 254011 29458890 8098 25584298 3874592 8098 3882690 3882690 211209 386416 98019 113190 113190 0 0 0 0 2853 0 2853 2853 NON-GIFT REVENUE 900099 238848 238848 CSV LIFE INSURANCE 900099 14655 14655 MISCELLANEOUS INCOME 900099 920 920 254423 25406201 949734 17725 8949334 10559324 10559324 0 0 0 0 0 2111158 689442 1421716 0 0 0 0 27481 27481 44400 44400 0 274109 274109 181856 181856 55324 55324 42240 42240 53656 50606 3050 163587 149653 13934 0 0 91254 3637 87617 0 2811 2811 0 0 28882 28882 14031 14031 PRINTING AND DUPLICATING 89314 9387 79927 PROMOTIONAL EXPENSES 56452 12259 44193 POSTANGE/SHIPPING 43061 15935 27126 PROFESSIONAL DEVELOPMENT 38807 5113 33694 90408 42646 47762 13968155 10559324 1333463 2075368 11885784 14989030 385307 332068 11710419 12640488 0 0 0 0 0 0 355068 308557 4 4 115376 147525 3077773 649602 2060310 2428171 0 0 126262941 134424876 0 0 0 0 46631810 48610379 199407019 213881098 0 191 0 0 430356 414367 0 0 36391 34491 0 0 0 0 0 0 49720468 52167585 50187215 52616634 X 3093209 4023358 51720227 57541225 94406368 99699881 149219804 161264464 199407019 213881098 11438046 606614 X false true X true false X 11494922 12425368 15616643 14847911 15489408 69874252 0 186842 188888 210534 207196 210319 1003779 11681764 12614256 15827177 15055107 15699727 70878031 452258 70425773 3283141 3604405 3179605 3476341 4789535 18333027 17020 17725 34745 39083 33253 26908 -28967 254423 324700 89570503 0.78626 0.77490 X false false false false false true 5390 false false false 5390 false SCHEDULE C, PART II-B, LINE 1: THE ORGANIZATION PROVIDES FUNDS TO NEW MEXICO STATE UNIVERSITY FOR THE PURPOSE OF CONDUCTING LOBBYING ACTIVITIES. 191000 X false false true X 124669746 4835379 9168222 4671298 134002049 109754144 5836795 13518276 4439469 124669746 112649625 8892179 -7286961 4300699 109954144 113435926 2898666 465978 4150945 112649625 100319166 4513250 12488435 3884925 113435926 0.01810 0.74400 0.23790 false false 2322528 2322528 600521 521573 78948 154724 128029 26695 2428171 INVESTMENTS - SECURITIES 134424876 F 134424876 ASSETS HELD IN TRUST - NMSU 47337549 INSURANCE POLICIES 552573 ASSETS HELD IN TRUST-SPLIT INT 359055 WORKS OF ART 191000 OTHER RECEIVABLES 158932 DEPOSITS 1270 RESERVES 10000 48610379 0 ASSETS HELD IN TRUST FOR NMSU 47337549 GIFT ANNUITIES PAYABLE 2348892 DUE TO NEW MEXICO STATE UNIVERSITY 2250106 SPLIT INTEREST ARRANGEMENTS PAYABLE 140181 OTHER LIABILITIES 90857 52167585 SUPPLEMENTAL INFORMATION 1: EXPLANATION OF ORGANIZATION'S COLLECTION SCHEDULE D, 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. SUPPLEMENTAL INFORMATION 2: EXPLANATION OF ESCROW ARRANGEMENT SCHEDULE D, PART IV, LINE 2B: THE ORGANIZATION HOLDS SECURITY DEPOSITS OF TENANTS IN ITS REAL ESTATE INVESTMENT. SUPPLEMENTAL INFORMATION 3: INTENDED USES OF ENDOWMENT FUNDS SCHEDULE D, PART V, LINE 4: THE FOUNDATION'S ENDOWMENTS CONSIST OF APPROXIMATELY 1,649 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 503030718 SOLICITING false 118907 272796 -153889 118907 272796 -153889 All States PRESIDENTS GALA 101013 46034 54979 7548 16841 8665 7734 AGGIE AUCTION 69392 66023 3369 16 427221 274359 152862 11601 24028 21603 597626 386416 211210 19149 40869 8665 29337 98020 113190 false NEW MEXICO STATE UNIVERSITY MSC 3AA PO BOX 30001 LAS CRUCES NM 880038001 856000401 GOV 10559324 SUPPORT NMSU ACTIVITY 1 SCHEDULE I, 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 UNIVERSITY AS NEEDED AND REQUESTED. SCHEDULE I, PART II, LINE 1, COLUMN (H): PURPOSE OF GRANT OR ASSISTANCE: UNIVERSITY ACTIVITIES, SCHOLARSHIPS, AND FINANCIAL AID TO STUDENTS false false false false false false false false false ANDREA TAWNEY PRESIDENT 0 209094 0 0 0 0 0 29663 0 10399 0 249156 0 0 TINA BYFORD CHIEF OP OFFICER 0 160344 0 0 0 0 0 23157 0 7380 0 190881 0 0 SCHEDULE J, PART I, LINE 3: Human Resources at New Mexico State University reviews and approves all salaries in accordance with the salary range of the individual. The Human Resources department 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 NMSU Foundation. X 39 993164 FMV 0 false true true SUPPLEMENTAL INFORMATION 1: USE OF THIRD PARTIES SCHEDULE M, PART I, LINE 32B: BROKERAGE FIRMS ARE USED TO SELL DONATED SECURITIES. SUPPLEMENTAL INFORMATION 2: NUMBER OF CONTRIBUTIONS SCHEDULE M, PART I, COLUMN B: THE ORGANIZATION IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. GENERAL STATEMENT 1 PART V: STATEMENTS REGARDING OTHER IRS FILINGS AND TAX COMPLIANCE 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. GENERAL STATEMENT 2 PART VI, SECTION A. GOVERNING BODY AND MANAGEMENT QUESTION 2 - THE FOLLOWING DIRECTORS OF THE FILING ORGANIZATION HAVE A FAMILY RELATIONSHIP WITH ONE ANOTHER: - EDGAR FOREMAN AND HAROLD FOREMAN - KYLE LOUVAR AND NICOLE LOUVAR GENERAL STATEMENT 3 PART VI, SECTION B. POLICIES QUESTION 11B - A DRAFT OF THE ORGANIZATION'S FORM 990 IS EMAILED TO THE FOUNDATION'S CONTROLLER AND THEN TO THE COO FOR REVIEW. 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. PART VI, SECTION B. POLICIES QUESTION 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 CHIEF OPERATING OFFICER AND REPORTED TO AND REVIEWED BY THE FOUNDATION AUDIT COMMITTEE WHO HAS FINAL APPROVAL FOR ALL ACTIONS DEEMED NECESSARY. PART IV, 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. GENERAL STATEMENT 4 PART VI, SECTION C. DISCLOSURE 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 GUILDLINES, MATERIALS, AND POLICIES FOR LOCAL VOLUNTEER CHAPTER GROUP LEADERS TO BE SUCCESSFUL. QUESTION 19 - THE NEW MEXICO STATE UNIVERSITY FOUNDATION, INC. MAKES ITS GOVERNING DOCUMENTS INCLUDING ITS ARTICLES OF INCORPORATION, ANNUAL REPORT, AND BYLAWS, AND 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/COO. REAL ESTATE HOLDINGS OF NMSU FNDN 1305 N HORSESHOE DR LAS CRUCES NM 88003 REAL ESTATE NM 297466 2700000 NMSU FNDN OUR WAY HOLDINGS LLC 1305 N HORSESHOE DR LAS CRUCES NM 88003 INVESTING CO NM 0 0 NMSU FNDN NEW MEXICO STATE UNIVERSITY MSC 3AA PO BOX 30001 LAS CRUCES NM 88003 856000401 EDUCATION NM NA false false true false false false false false false false false true true false true true true true false true NEW MEXICO STATE UNIVERSITY B 10559324 FMV NEW MEXICO STATE UNIVERSITY K 210319 FMV NEW MEXICO STATE UNIVERSITY L 803056 FMV NEW MEXICO STATE UNIVERSITY O 2111158 FMV NEW MEXICO STATE UNIVERSITY S 2520191 FMV