2013-05-10T17:14:53-05:00 2012-06-30 261159690 GIBSON RUDDOCK PATTERSON LLC 600 SUNLAND PARK DR 6-300 EL PASO TX 79912 990 2011-07-01 850170157 NEW MEXICO STATE UNIVERSITY FOUNDATION INC NEWM 5756461613 P O BOX 3590 LAS CRUCES NM 880033590 TINA BYFORD 5756461613 2013-04-26 1 BRENDA YEAGER P00146357 9153563700 2011 2016-02-24 21:20:13Z DENNIS PRESCOTT P O BOX 3590 LAS CRUCES NM 880033590 63998345 0 X WWW.GIVING.NMSU.EDU X 1959 NM PLEASE SEE PART III, LINE 1 FOR ORGANIZATION'S MISSION. 44 44 0 44 5440 0 9130462 8936999 532401 664459 5727545 2182966 542768 248799 15933176 12033223 8938143 6559754 0 0 0 0 14975 235558 1898044 3751612 3442849 12704730 10238161 3228446 1795062 146893068 148538728 45102566 45988196 101790502 102550532 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. 0 0 6559754 6559754 664459 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 1,522 GIFT ACCOUNTS INCLUDING THOSE RELATED TO STUDENT AID AND RESEARCH, AND APPROXIMATELY 2,900 SCHOLARSHIPS WERE FUNDED. 6559754 1 1 0 1 0 0 0 1 0 1 1 1 0 1 1 0 0 1 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 80 0 0 1 1 0 0 0 0 1 1 1 1 0 0 1 0 X 44 44 0 0 0 0 0 0 0 1 1 0 1 0 1 1 1 1 0 1 0 0 0 NM X X X THE ORGANIZATION 5756461613 1305 N HORSESHOE DRIVE LAS CRUCES NM 88003 LARRY ALLEN 1.00 X 0 0 0 DR NANCY ARCHULETA 1.00 X 0 0 0 HERMAN BACA 1.00 X 0 0 0 DINO CAMUNEZ 1.00 X 0 0 0 BRIAN CHARLTON 1.00 X 0 0 0 TIMOTHY CLIFFORD 1.00 X 0 0 0 PHILIP COOK 1.00 X 0 0 0 JACK COOPER 1.00 X 0 0 0 DEL ESPARZA 1.00 X 0 0 0 NICK FRANKLIN 1.00 X 0 8375 1052 DR BRAD GORDON 1.00 X 0 0 0 JAKE HILL 1.00 X 0 0 0 DR MIKE JOHNSON 1.00 X 0 0 0 TERRY JOHNSON 1.00 X 0 0 0 PAT LAMB 1.00 X 0 0 0 JOHN LONG 1.00 X 0 0 0 DR PATTY LOPEZ 1.00 X 0 0 0 TANA LUCY 1.00 X 0 0 0 E LARRY LUJAN JR 1.00 X 0 0 0 DION MESSER 1.00 X 0 0 0 JACKIE MITCHELL EDWARDS 1.00 X 0 0 0 TOM MOBLEY JR 1.00 X 0 0 0 DR REYNALDO ORTIZ 1.00 X 0 0 0 DR JOHN PAPEN III 1.00 X 0 0 0 BRENDA PORTER 1.00 X 0 0 0 LIBBY PRUETT 1.00 X 0 0 0 DR BOBBY RANKIN 1.00 X 0 0 0 SANDRA RICCI 1.00 X 0 0 0 BEN SALOPEK 1.00 X 0 0 0 WILLIE SHERIFF 1.00 X 0 0 0 DAN SOCOLOFSKY 1.00 X 0 0 0 LONNIE TERRY 1.00 X 0 0 0 CHARLES THARP 1.00 X 0 0 0 MAYA THEUS 1.00 X 0 0 0 DR SMOKY TORGERSON 1.00 X 0 0 0 JOSE URANGA 1.00 X 0 0 0 DR DANNY VILLANUEVA 1.00 X 0 0 0 SCOTT WILLIAMS 1.00 X 0 0 0 BROWNING YELVINGTON 1.00 X 0 0 0 SANDY ZANE 1.00 X 0 0 0 DR JO RAABE-ASPREY 1.00 X X 0 0 0 JOHN CORDOVA 1.00 X X 0 0 0 DR DENNIS PRESCOTT 20.00 X X X 0 227326 36667 MARYLOU DAVIS 1.00 X X 0 0 0 LEE ELLEN BANKS 1.00 X X 0 0 0 TINA BYFORD 30.00 X 0 143654 21160 CARLOS GONZALES 30.00 X 0 124478 28271 DEBORAH WIDGER 30.00 X 0 116763 24588 0 620596 111738 0 0 1 0 ARMSTRONG PRICKETT & ASSOCIATES 2125 LOUISIANA BLVD NE STE 200 ALBUQUERQUE NM 87110 INVESTMENT MANAGEMENT 323400 BLACKBAUD PO BOX 930256 ATLANTA GA 311930256 SOFTWARE & CONSULTANT 256381 2 335796 310754 8290449 1275411 8936999 NMSU MANAGEMENT FEE 900099 596876 596876 MEMBERSHIP FEES 900099 67583 67583 664459 3389532 3389532 42835 42835 48000 2250 45750 45750 45750 50424742 51631308 -1206566 -1206566 -1206566 333929 310754 331564 2365 2365 5440 0 5440 5440 NON-GIFT REVENUE 900099 92463 92463 NON-GIFT ENDOWMENTS 900099 69230 69230 CSV-LIFE INSUR. (LOSS) 900099 -9284 -9284 152409 12033223 664459 5440 2426325 6559754 6559754 6233 6233 50420 50420 235558 235558 689200 689200 86743 86743 8508 8508 75765 43177 32588 -297242 -297511 269 111632 7268 104364 17056 12246 4810 52532 52532 8835 8835 REIMBURSEMENT TO NMSU 2195184 1017637 1177547 PRINTING AND PUBLICATIO 115350 16974 98376 OTHER & PROGRAM EXPENSE 78685 11635 67050 TAXES 1324 1324 242624 73650 168974 10238161 6559754 1780363 1898044 3105945 6749412 6130644 2256120 4974166 4343928 444023 23467 14508 43233 47089 1498115 355202 1882969 1142913 95427846 91900561 35304798 41640174 146893068 148538728 45102566 45988196 45102566 45988196 X 4470785 1214998 31762959 31978148 65556758 69357386 101790502 102550532 146893068 148538728 X 1795062 -1035032 X 0 1 1 X 0 X 8737416 7304726 6749488 9130462 8936999 40859091 186411 194704 207303 203749 203749 995916 8923827 7499430 6956791 9334211 9140748 41855007 110970 41744037 5480603 1968949 2055728 1984515 3480367 14970162 3353 754 937 2547 5440 13031 257082 65785 79736 59946 462549 57300749 5447104 0.72850 0.65020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 10056 0 0 0 10056 0 178000 14508 X 0 99686737 2003727 -6973429 3607103 91109932 81606907 7274809 15754958 4949937 99686737 70537054 9316268 6528392 4774807 81606907 84936326 6094840 -15823054 4671058 70537054 0.00500 0.76000 0.23500 0 0 278500 278500 439642 439642 620228 220241 399987 159745 134961 24784 1142913 INVESTMENTS-SECURITIES 91900561 F 91900561 ASSETS HELD IN TRUST - NMSU 39374961 ASSETS HELD IN TRUST UNDER SPLIT INTEREST AGREEMENTS 649908 INSURANCE POLICIES 541228 WORKS OF ART 178000 OTHER RECEIVABLES 894967 DEPOSITS 1110 41640174 SPLIT INTEREST AGREEMENTS PAYABLE 219534 GIFT ANNUITIES PAYABLE 3099186 DUE TO NEW MEXICO STATE UNIVERSITY 2397459 ASSETS HELD IN TRUST FOR NEW MEXICO STATE UNIVERSITY 39374961 OTHER LIABILITIES 897056 45988196 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE FOUNDATION'S ENDOWMENTS CONSIST OF APPROXIMATELY 1331 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 1 JEREMY BAYER 16517 LOUISVILLE PLACE WOODBRIDGE VA 22191 SOLICITATION 0 450000 27000 423000 JOSIAH CASTRO 2225 DESERT DRIVE LAS CRUCES NM 88001 DONOR PROSPECTING, CULTIVATION, SOLICITATION & STEWARDSHIP 0 103975 7500 96475 RUFFALOCODY PO BOX 3018 CEDAR RAPIDS IA 524063018 TELEMARKETING / PHONE-A-THON 0 93658 160197 -66539 KYLE MERHEGE 2336 DANTO DOMINGO LAS CRUCES NM 88011 DONOR PROSPECTING, CULTIVATION, SOLICITATION & STEWARDSHIP 0 52971 36172 16799 700604 230869 469735 ALUMNI LICENSE PLATES 161175 161175 5934 FUNDRAISER DINNER 45496 25781 19715 7500 20 398770 263991 134779 11245 20264 825 250321 605441 289772 315669 11245 27764 825 256255 296089 19580 1 NEW MEXICO STATE UNIVERSITY MSC 3AA P O BOX 30001 LAS CRUCES NM 88003 856000401 NEW MEXICO ST UNIV 6559754 UNIVERSITY ACTIVITIES, SCHOLARSHIPS, AND FINANCIAL AID TO STUDENTS. PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. X 1 1 0 0 0 0 0 0 0 0 0 DR DENNIS PRESCOTT 0 227326 0 0 0 0 0 22535 0 14132 0 263993 0 0 TINA BYFORD 0 143654 0 0 0 0 0 19160 0 2000 0 164814 0 0 CARLOS GONZALES 0 124478 0 0 0 0 0 12817 0 15454 0 152749 0 0 X 1 3605 FAIR MARKET VALUE X 18 1272524 FAIR MARKET VALUE 0 1 1 THIRD PARTY USE: PART I, LINE 32B: BROKERAGE FIRMS ARE USED TO SELL DONATED SECURITIES. FORM 990, PART VI, SECTION B, LINE 10B VOLUNTEER ALUMNI LEADERS OF NMSU ALUMNI ASSOCIATION ALUMNI CHAPTERS AND INTEREST/AFFINITY GROUPS SERVE ON THE INTERNATIONAL BOARD OF DIRECTORS (IBD). THE IBD MEETS AT LEAST ONCE A YEAR TO DEVELOP, REVIEW AND ADVANCE THE ASSOCIATIONS SUPPORT OF NMSU GOALS. EACH CHAPTER LEADER IS PROVIDED WITH SUPPORT FROM A SENIOR ALUMNI OFFICER REGARDING CORRESPONDENCE TO ALUMNI, MANAGING ALUMNI EVENTS, AND THE USE OF CHAPTER RESOURCES. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF THE ORGANIZATION'S FORM 990 IS E-MAILED TO THE FOUNDATION'S CONTROLLER/CFO 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. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO COMPLETE CONFLICT OF INTEREST FORMS ANNUALLY. THIS IS MONITORED BY THE NMSU FOUNDATION AUDIT COMMITTEE AND REPORTED TO THE FULL BOARD OF DIRECTORS. HUMAN RESOURCES AT NEW MEXICO STATE UNIVERSITY REVIEWS AND APPROVES ALL SALARIES; THE PRESIDENT OF NMSU MUST APPROVE THE SALARY FOR THE PRESIDENT OF THE FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 THE NEW MEXICO STATE UNIVERSITY FOUNDATION 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 FOUNDATION INC AND SUBSIDIARIES AVAILABLE TO THE PUBLIC UPON REQUEST, I.E. BY CONTACTING THE FOUNDATION'S CONTROLLER/CFO. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -7,020,780. PRIOR PERIOD ADJUSTMENT FOR ACCUMULATED NET UNREALIZED GAINS 5,952,422. TRANSFER FROM RELATED ORGANIZATION DUE TO DISSOLUTION 33,326. TOTAL TO FORM 990, PART XI, LINE 5: -1,035,032. NMSU SPORTS ENTERPRISES INC P O BOX 3590 LAS CRUCES NM 88003 850266261 TO PROVIDE SUPPORT FOR NMSU ATHLETIC ENDEAVORS NM 501(C)(3) 170(B)(1) (A)(IV) N/A 0 NMSU SPACE DEVELOPMENT FOUNDATION P O BOX 3590 LAS CRUCES NM 88003 205952679 TO PROVIDE SUPPORT FOR NMSU AND SPACE DEVELOPMENT ACTIVITIES NM 501(C)(3) 170(B)(1) (A)(IV) N/A 0 NEW MEXICO STATE UNIVERSITY MSC 3AA P O BOX 30001 LAS CRUCES NM 88003 856000401 EDUCATION NM 0 0 1 0 1 0 0 0 0 0 1 1 0 1 1 1 1 0 1 NEW MEXICO STATE UNIVERSITY B 6559754 FMV NEW MEXICO STATE UNIVERSITY J 203749 FMV