2025-11-13T16:17:11-06:00 2024-12-31 954083485 TURNER WARREN HWANG & CONRAD ACCTCY 100 NORTH FIRST ST STE 202 BURBANK CA 91502 990 2024-01-01 850435181 CREDIT UNION FOUNDATION OF NEW MEXICO FKA NM CU EDUCATION FOUNDATION CRED 5053384233 4200 WOLCOTT AVE NE ALBUQUERQUE NM 87109 MELIA HEIMBUCK PRESIDENT/CEO 5053384233 2025-11-11 1 1 NATALIE HULL CPA P00089332 8189549700 2024 2025-03-06 01:10:19Z MELIA HEIMBUCK 4200 WOLCOTT AVE NE ALBUQUERQUE NM 87109 889741 0 X N/A X 1993 NM STRENGTHENING CREDIT UNIONS IN NEW MEXICO THROUGH COLLABORATIVE OPPORTUNITIES. 7 7 0 7 0 0 358296 750479 9809 17659 125625 112006 3767 291 497497 880435 116034 236896 0 0 0 0 0 0 0 155141 101514 271175 338410 226322 542025 3925247 4711674 1206998 1564129 2718249 3147545 STRENGTHENING CREDIT UNIONS IN NEW MEXICO THROUGH COLLABORATIVE OPPORTUNITIES. 0 0 302693 255045 112006 CUFNM'S PURPOSE IS TO STRENGTHEN THE CREDIT UNION MOVEMENT WHICH SERVES PEOPLE OF MODEST MEANS LIVING IN NEW MEXICO AND IT DOES SO WITH PROFESSIONAL DEVELOPMENT TO CREDIT UNION STAFF AND VOLUNTEERS, HIGHER EDUCATION SCHOLARSHIPS, YOUTH EDUCATION PRIMARILY THROUGH CONNECTED ACADEMY, AND STATE-WIDE FINANCIAL LITERACY INITIATIVES. 302693 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X X X MELIA HEIMBUCK 5053384229 4200 WOLCOTT AVE NE ALBUQUERQUE NM 87109 KAREN GRIFFO CHAIRMAN 1.00 X X 0 0 0 JUDY CARRASCO VICE CHAIR 0.25 X X 0 0 0 DONALD SARICH BOARD SECRETARY/TREASURER 0.25 X X 0 0 0 RICK ANDERSON DIRECTOR 0.25 X 0 0 0 LILY CURRIN DIRECTOR 0.25 X 0 0 0 STUART JOHNSTON DIRECTOR 0.25 X 0 0 0 NELSON MEDINA DIRECTOR 0.25 X 0 0 0 MELIA D HEIMBUCK PRESIDENT/CEO 1.00 39.00 X 0 265136 33784 REBECCA ISSACS FORMER MANAGING DIRECTOR 1.00 39.00 X 0 50560 0 0 315696 33784 0 0 1 0 0 750479 750479 MEMBER PROGRAMS 611430 17659 17659 17659 112006 112006 9597 9306 291 291 880435 129665 0 291 154580 154580 82316 82316 35244 17622 17622 16480 16480 3230 1615 1615 MEMBER PROGRAMS EXPENSE 45982 45982 DISASTER RELIEF EXPENSE 578 578 338410 302693 35717 0 1310520 3321544 2583330 1383332 20000 3799 11397 2999 3925247 4711674 5827 1201171 1564129 1206998 1564129 X 2063090 2582945 655159 564600 2718249 3147545 3925247 4711674 X 542025 -112729 X X 0 1 X 1 0 X 327901 625183 429884 380594 788343 2551905 327901 625183 429884 380594 788343 2551905 2551905 5713 3570 4552 125625 112006 251466 2803371 0.91030 0.93280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 OTHER LIABILITIES 1388430 DUE TO AFFILIATE 2970 CONTRIBUTION PAYABLE 172729 1564129 X 900349 19914 19914 880435 0 880435 471053 132643 132643 338410 0 338410 PART X, LINE 2: THE FOUNDATION IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FOUNDATION HAS BEEN CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. THE FOUNDATION HAS ADOPTED US GAAP AS THEY RELATE TO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2024 AND 2023 AND HAS EVALUATED ITS TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE FOUNDATION BEEN CONTACTED BY THIS JURISDICTION. MANAGEMENT BELIEVES THAT THE ACTIVITIES OF THE FOUNDATION ARE WITHIN ITS TAX-EXEMPT PURPOSE AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATION OF GOLF FUNDRAISING EXPENSE 9,306. RECLASSIFICATION FROM REVENUE TO EXPENSE 10,608. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATION OF GOLF FUNDRAISING EXPENSE 9,306. RECLASSIFICATION FROM REVENUE TO EXPENSE 10,608. RECLASSIFICATION OF CONTRIBUTION PLEDGE PV 112,729. 1 UNIVERSITY OF NEW MEXICO FOUNDATION INCORPORATED 700 LOMAS BLVD NE 108 ALBUQUERQUE NM 87102 850275408 501(C)(3) 94580 0 FMV TO SUPPORT THE CREATION OF POWERFUL ENGAGEMENTS AND PARTNERSHIPS THAT LEAD TO INCREASED PHILANTHROPY, INVESTMENT, INNOVATION, AND SUPPORT FOR THE UNIVERSITY OF NEW MEXICO. UNITED WAY OF NORTH CENTRAL NEW MEXICO 2340 ALAMO AVE SE 2ND FL ALBUQUERQUE NM 87106 850277138 501(C)(3) 60000 0 FMV TO PROMOTE FINANCIAL STABILITY THROUGH THEIR ALICE HOUSEHOLD PROGRAM. 2 0 COLLEGE SCHOLARSHIPS 32 32000 PROFESSIONAL DEVELOPMENT SCHOLARSHIPS 37 45990 GRANTMAKER'S DESCRIPTION OF HOW GRANTS ARE USED: SCHOLARSHIP CYCLE OPENS MID NOVEMBER AND ENDS LAST THURSDAY OF FEBRUARY. QUALIFIED APPLICANTS ARE DISTRIBUTED TO BOARD AND SELECTION MEETING IS FIRST WEEK OF APRIL. WINNERS ARE NOTIFIED WITHIN IN 10 DAYS AND CHECKS ARE SENT TO BURSARS OFFICE AT THE STUDENTS UNIVERSITY IN MID JULY. THIS DOES NOT APPLY TO ALL FUNDING DECISIONS, ONLY TO THE HIGHER EDUCATION SCHOLARSHIPS. X X X X 0 1 0 0 0 0 0 0 0 MELIA D HEIMBUCK PRESIDENT/CEO 0 218699 0 46437 0 0 0 20919 0 12865 0 298920 0 0 PART I, LINE 4B CUANM ESTABLISHED A DEFERRED COMPENSATION PLAN FOR ITS CHIEF EXECUTIVE OFFICER (CEO) IN 2024. CUANM ESTABLISHED A BENEFIT FUNDING ACCOUNT OF $600,000 AT A MAJOR INSURANCE COMPANY EARNING 5.05%. ACCOUNT EARNINGS FUND THE DEFERRED COMPENSATION OBLIGATION. CUANM'S COMMITMENT UNDER THE PLAN INCLUDES PAYMENTS OF 100% OF THE INVESTMENT EARNINGS CREDITED TO THE CEO'S BENEFIT ACCOUNT ON DECEMBER 31, 2026, 2029 AND 2032. AT DECEMBER 31, 2024, BENEFIT ACCOUNT EARNINGS WERE $24,373 FOR A TOTAL BENEFIT FUNDING ACCOUNT VALUE OF 624,373 AT OTHER INVESTMENTS IN THE CONSOLIDATED STATEMENTS OF NET POSITION. THE ORGANIZATION RETAINS TITLE AND BENEFICIAL OWNERSHIP OF THE ACCOUNT. STUART JOHNSTON DIRECTOR 1164 SCHOLARSHIP EDUCATION FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING OF THE RETURN. FORM 990, PART VI, SECTION C, LINE 18 GOVERNING DOCUMENTS AND THE IRS FORM 990 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST WITHIN THREE WORKING DAYS OF THE DATE THE REQUEST WAS MADE. THESE DOCUMENTS ARE ALSO AVAILABLE ON THE NM ATTORNEY GENERAL'S CHARITY SEARCH WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMEMTS AVAILABLE UPON REQUEST ONCE THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS HAVE BEEN ACCEPTED BY THE BOARD OF DIRECTORS, THEY ARE POSTED TO THE FOUNDATION'S WEBSITE AS WELL AS ON CANDID, A NONPROFIT DATABASE. ONCE THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE, A PUBLIC COPY OF THE COMPLETED FORM IS POSTED ON THE COMMUNITY FOUNDATION'S WEBSITE AND ALSO UPLOADED TO CANDID. THE CURRENT FORM, AS WELL AS PRIOR YEAR FORMS, ARE AVAILABLE AT THE FOUNDATION OFFICE, UPON REQUEST, AS IS THE FOUNDATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART XI, LINE 9: CONTRIBUTION PLEDGE PRESENT VALUE -112,729. FORM 990,PART XII,LINE 2C THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. CREDIT UNION ASSOCIATION OF NEW MEXICO 4200 WOLCOTT AVE NE ALBUQUERQUE NM 87109 850132671 SHARES OFFICE SPACE,EMPLOYEES, EQUIP NM 501(C)(6) CREDIT UNION ASSOCIATION OF NM 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 CREDIT UNION ASSOCIATION OF NEW MEXICO N BELOW COST