LOS ALAMOS NATIONAL LABORATORY FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- LOS ALAMOS NATIONAL LABORATORY FOUNDATION (EIN 74-2853972)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-11
- IRS object ID
- 202413169349306226
- Schema version
- 2023v5.1
- 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 C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-11T17:29:00-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6501 AMERICAS PARKWAY NE SUITE 500 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742853972 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOS ALAMOS NATIONAL LABORATORY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOSA | BusinessNameControlTxt |
| Phone | 5057538890 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1112 PLAZA DEL NORTE | AddressLine1Txt |
| City | ESPANOLA | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87532 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLARD R WADT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5057538890 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN LIVINGSTON | PreparerPersonNm |
| PTIN | P00317845 | PTIN |
| Phone | 5058428290 | PhoneNum |
| Preparation | 2024-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR GWEN PEREA WARNIMENT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1112 PLAZA DEL NORTE | AddressLine1Txt |
| City | ESPANOLA | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87532 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,531,597 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LANLFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Activity Or Mission | OUR MISSION IS TO INSPIRE EXCELLENCE IN EDUCATION AND LEARNING IN NORTHERN NEW MEXICO. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 42 | TotalEmployeeCnt |
| Total Volunteers | 90 | TotalVolunteersCnt |
| Total Gross UBI | -$5,115 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,621,705 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,167,986 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $10,958 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $33,829 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,641,064 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,395,479 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$16,160 | PYOtherRevenueAmt |
| CY Other Revenue | -$5,276 | CYOtherRevenueAmt |
| PY Total Revenue | $8,257,567 | PYTotalRevenueAmt |
| CY Total Revenue | $9,592,018 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,337,279 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,958,525 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,975,981 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,664,522 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $219,777 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,730,373 | PYOtherExpensesAmt |
| CY Other Expenses | $2,411,372 | CYOtherExpensesAmt |
| PY Total Expenses | $7,043,633 | PYTotalExpensesAmt |
| CY Total Expenses | $8,034,419 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,213,934 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,557,599 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $105,424,350 | TotalAssetsBOYAmt |
| Total Assets EOY | $112,868,750 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,050,097 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,947,787 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $103,374,253 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $110,920,963 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO INSPIRE EXCELLENCE IN EDUCATION AND LEARNING IN NORTHERN NEW MEXICO THROUGH INNOVATIVE PROGRAMMING, COLLABORATION AND ADVOCACY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,946,232 | ExpenseAmt |
| Grant | $1,170,500 | GrantAmt |
| Revenue | $33,829 | RevenueAmt |
| Desc | K12 PROGRAM - SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $960,633 | ExpenseAmt |
| Grant | $788,025 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SCHOLARSHIPS - A VARIETY OF ACADEMIC SCHOLARSHIPS ARE PROVIDED TO STUDENTS PURSUING UNDERGRADUATE DEGREES, CERTIFICATIONS, OR TRADES, AT AN ACCREDITED INSTITUTION. OUR SCHOLARSHIPS ARE MERIT BASED BUT ACCOUNT FOR STUDENT LEADERSHIP AND COMMUNITY SERVICE. EACH YEAR, THE FUNDING FOR THESE SCHOLARSHIPS IS RAISED PRIMARILY FROM LOS ALAMOS NATIONAL LABORATORY (LANL) EMPLOYEES, RETIREES AND CONTRACTORS. ALL OF THE SCHOLARSHIP RECIPIENTS RESIDE IN ONE OF SEVEN NORTHERN NEW MEXICO COUNTIES: LOS ALAMOS, MORA, RIO ARRIBA, SAN MIGUEL, SANDOVAL, SANTA FE, AND TAOS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $975,944 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | EARLY CHILDHOOD PROGRAM - THE PURPOSE IS TO ENHANCE AND STRENGTHEN THE PHYSICAL, MENTAL, SOCIAL AND EMOTIONAL WELL-BEING OF CHILDREN, FAMILIES AND COMMUNITIES THROUGH ADVOCACY, COLLABORATION AND EDUCATION WITH THE OVERARCHING LENS OF JUSTICE, EQUITY, INCLUSION, DIVERSITY AND BELONGING.BY BUILDING EARLY CHILDHOOD SYSTEMS IN NORTHERN NM THAT ARE SUSTAINABLE TO REDUCE THE NUMBER OF FAMILIES AND CHILDREN WHO ARE EXPERIENCING TRAUMA (TOXIC STRESS) AND ENSURE CHILDREN HAVE EQUITABLE ACCESS TO THE OPPORTUNITIES THEY NEED FOR HEALTHY WELL-BEING, EDUCATION, AND DEVELOPMENT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,882,809 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | 0 | 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 | 0 | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | 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 | 140 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 42 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIHAELA POPA-SIMIL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5057538890 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1112 PLAZA DEL NORTE | AddressLine1Txt |
| City | ESPANOLA | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87532 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| KATHRYN HARRIS TIJERINA | |||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DENISE MONTOYA | |||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TANIA SANCHEZ | |||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WILLARD R WADT | |||||||
| TREASURER (TERM END 5/23) | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| WAYNE KENNEDY | |||||||
| TREAS BEG 5/23 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ELMER TORRES | |||||||
| IMMEDIATE PAST CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT COOMBE | |||||||
| MEMBER-AT-LARGE (TERM END 5/23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARTHA ACOSTA | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DENISE BALDERAS | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WILMER CHAVARRIA | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MADELINE NARANJO | |||||||
| MEMBER-AT-LARGE BEG 5/23 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NELLA DOMENICI | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARRY HERSKOWITZ | |||||||
| MEMBER-AT-LARGE (TERM END 5/23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS MASON | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE PHELAN | |||||||
| MEMBER-AT-LARGE BEG 5/23 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DENISE RAMONAS | |||||||
| MEMBER-AT-LARGE BEG 5/23 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NANCY RODRIGUEZ | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENDA ROMERO | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NAN SAUER | |||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANA TILTON | |||||||
| MEMBER-AT-LARGE BEG 5/23 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| YVETTE GULLATT | |||||||
| MEMBER-AT-LARGE BEG 5/23 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICIA TRUJILLO | |||||||
| MEMBER-AT-LARGE (TERM END 5/23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER PARKS | |||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $237,054 | $0 | $34,435 | ||
| MIHAELA POPA-SIMIL | |||||||
| VP OF FINANCE & OPERATIONS | 40.00 | Yes (X) | $159,054 | $0 | $51,730 | ||
| ANTHONY FOX | |||||||
| VP OF INST ADV & SCHOLARSHIP | 40.00 | $134,619 | $0 | $42,191 | Yes (X) | ||
| ANNA MARIE GARCIA | |||||||
| VP OF EARLY CHILDHOOD ED | 40.00 | $134,257 | $0 | $25,596 | Yes (X) | ||
| ALVIN WARREN | |||||||
| VP OF CAREER PATHWAYS | 40.00 | $148,004 | $0 | $51,063 | Yes (X) | ||
| MICHAEL DABRIEO | |||||||
| EDUCATION ENRICHMENT DIR | 40.00 | $103,991 | $0 | $27,333 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $916,979 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $232,348 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | 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 |
| Government Grants | $244,150 | GovernmentGrantsAmt |
| All Other Contributions | $3,923,836 | AllOtherContributionsAmt |
| Noncash Contributions | $31,620 | NoncashContributionsAmt |
| Total Contributions | $4,167,986 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATION FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $33,829 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,829 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $33,829 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,630,768 | TotalRevenueColumnAmt |
| Exclusion | $1,630,768 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $36,180 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $41,456 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$5,276 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,276 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$5,115 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$161 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,662,834 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,898,123 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,764,711 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,764,711 | TotalRevenueColumnAmt |
| Exclusion | $3,764,711 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,592,018 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $33,829 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$5,115 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,395,318 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,170,500 | TotalAmt |
| Program Services | $1,170,500 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $788,025 | TotalAmt |
| Program Services | $788,025 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $482,273 | TotalAmt |
| Program Services | $256,313 | ProgramServicesAmt |
| Management And General | $212,385 | ManagementAndGeneralAmt |
| Fundraising | $13,575 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,409,265 | TotalAmt |
| Program Services | $2,010,292 | ProgramServicesAmt |
| Management And General | $268,651 | ManagementAndGeneralAmt |
| Fundraising | $130,322 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,276 | TotalAmt |
| Program Services | $76,831 | ProgramServicesAmt |
| Management And General | $8,433 | ManagementAndGeneralAmt |
| Fundraising | $5,012 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $481,991 | TotalAmt |
| Program Services | $407,295 | ProgramServicesAmt |
| Management And General | $48,061 | ManagementAndGeneralAmt |
| Fundraising | $26,635 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200,717 | TotalAmt |
| Program Services | $159,397 | ProgramServicesAmt |
| Management And General | $31,148 | ManagementAndGeneralAmt |
| Fundraising | $10,172 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,222 | TotalAmt |
| Management And General | $22,222 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,506 | TotalAmt |
| Management And General | $57,506 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,104 | TotalAmt |
| Management And General | $6,104 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,123,181 | TotalAmt |
| Program Services | $1,057,311 | ProgramServicesAmt |
| Management And General | $61,002 | ManagementAndGeneralAmt |
| Fundraising | $4,868 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,236 | TotalAmt |
| Program Services | $164,734 | ProgramServicesAmt |
| Management And General | $72,393 | ManagementAndGeneralAmt |
| Fundraising | $8,109 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,103 | TotalAmt |
| Program Services | $198,139 | ProgramServicesAmt |
| Management And General | $123,958 | ManagementAndGeneralAmt |
| Fundraising | $19,006 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,593 | TotalAmt |
| Program Services | $104,963 | ProgramServicesAmt |
| Management And General | $11,552 | ManagementAndGeneralAmt |
| Fundraising | $2,078 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,533 | TotalAmt |
| Program Services | $7,659 | ProgramServicesAmt |
| Management And General | $49,874 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OPERATIONS | $432,547 | $432,547 | |
| STEM CHALLENGE | $48,803 | $48,803 | |
| RENT EXP TO PART VIII | -$41,456 | -$41,456 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,034,419 | TotalAmt |
| Program Services | $6,882,809 | ProgramServicesAmt |
| Management And General | $931,833 | ManagementAndGeneralAmt |
| Fundraising | $219,777 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,165,604 | BOYAmt |
| EOY | $317,939 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $933,224 | BOYAmt |
| EOY | $1,351,349 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,244,342 | BOYAmt |
| EOY | $1,396,784 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $20,135 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,711 | BOYAmt |
| EOY | $5,711 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,773,702 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,113,728 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,700,999 | BOYAmt |
| EOY | $1,659,974 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,311,470 | BOYAmt |
| EOY | $108,099,589 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,000 | BOYAmt |
| EOY | $17,269 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,424,350 | BOYAmt |
| EOY | $112,868,750 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $700,985 | BOYAmt |
| EOY | $755,166 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,500 | BOYAmt |
| EOY | $30,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,400 | BOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,242,212 | BOYAmt |
| EOY | $1,145,352 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,000 | BOYAmt |
| EOY | $17,269 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,050,097 | BOYAmt |
| EOY | $1,947,787 | 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 | $2,249,510 | BOYAmt |
| EOY | $3,493,911 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,124,743 | BOYAmt |
| EOY | $107,427,052 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,374,253 | BOYAmt |
| EOY | $110,920,963 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,424,350 | BOYAmt |
| EOY | $112,868,750 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,557,599 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $5,989,111 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,201,170 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,131,361 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,585,345 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,621,705 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,167,986 | CurrentTaxYearAmt |
| Total | $15,707,567 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,201,170 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,131,361 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,585,345 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,621,705 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,167,986 | CurrentTaxYearAmt |
| Total | $15,707,567 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,904,965 | SubstantialContributorsTotAmt |
| Public Support Total170 | $11,802,602 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $484,271 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $435,285 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $712,287 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $400,214 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,631,877 | CurrentTaxYearAmt |
| Total | $3,663,934 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $19,371,501 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $78,957 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.60930 | PublicSupportCY170Pct |
| Public Support PY170 | 0.59700 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,104 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,104 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,876,705 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $6,882,809 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $494,140 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $123,535 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $421,821 | CurrentYearMinus3Amt |
| Current Year Minus2 | $496,299 | CurrentYearMinus2Amt |
| Current Year Minus1 | $492,070 | CurrentYearMinus1Amt |
| Current Year | $494,140 | CurrentYearAmt |
| Total | $1,904,330 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,856,495 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | $3,035 | CurrentYearMinus2Amt |
| Current Year Minus1 | $4,742 | CurrentYearMinus1Amt |
| Current Year | $6,104 | CurrentYearAmt |
| Total | $13,881 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $105,455 | CurrentYearMinus3Amt |
| Current Year Minus2 | $124,075 | CurrentYearMinus2Amt |
| Current Year Minus1 | $123,018 | CurrentYearMinus1Amt |
| Current Year | $123,535 | CurrentYearAmt |
| Total | $476,083 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $714,125 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $96,046,323 | BeginningYearBalanceAmt |
| Contributions | $561,901 | ContributionsAmt |
| Investment Earnings Or Losses | $8,237,791 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,934,252 | OtherExpendituresAmt |
| End Year Balance | $101,911,763 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $113,202,628 | BeginningYearBalanceAmt |
| Contributions | $375,592 | ContributionsAmt |
| Investment Earnings Or Losses | -$14,981,566 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,550,331 | OtherExpendituresAmt |
| End Year Balance | $96,046,323 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $96,324,738 | BeginningYearBalanceAmt |
| Contributions | $701,419 | ContributionsAmt |
| Investment Earnings Or Losses | $18,523,837 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,347,366 | OtherExpendituresAmt |
| End Year Balance | $113,202,628 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $87,548,869 | BeginningYearBalanceAmt |
| Contributions | $201,208 | ContributionsAmt |
| Investment Earnings Or Losses | $10,952,183 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,377,522 | OtherExpendituresAmt |
| End Year Balance | $96,324,738 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $77,630,122 | BeginningYearBalanceAmt |
| Contributions | $373,975 | ContributionsAmt |
| Investment Earnings Or Losses | $12,631,146 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,086,374 | OtherExpendituresAmt |
| End Year Balance | $87,548,869 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.45410 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.54590 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $250,711 | OtherCostOrOtherBasisAmt |
| Book Value | $250,711 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,807,242 | OtherCostOrOtherBasisAmt |
| Depreciation | $598,489 | DepreciationAmt |
| Book Value | $1,208,753 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $715,749 | OtherCostOrOtherBasisAmt |
| Depreciation | $515,239 | DepreciationAmt |
| Book Value | $200,510 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,659,974 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ENDOWMENT POOL MANAGED BY UNIV OF CALIFORNIA | Desc |
| Book Value | $108,099,589 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $108,099,589 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $17,269 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $17,269 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,622,585 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $5,989,111 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $5,989,111 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,633,474 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$41,456 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$41,456 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,592,018 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,075,875 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $41,456 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $41,456 | ExpensesNotReportedAmt |
| Expenses Subtotal | $8,034,419 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,034,419 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | EDUCATIONAL ENRICHMENT ENDOWMENT IS TO PROVIDE SUSTAINING EDUCATIONAL SUPPORT TO CHILDREN IN PUBLIC SCHOOLS IN THE SEVEN NM COUNTIES IN THE VICINITY OF LOS ALAMOS NATIONAL LABORATORY. THE REST OF THE ENDOWMENTS ALL PROVIDE COMPETITIVELY AWARDED SCHOLARSHIPS TO COLLEGE STUDENTS IN ONE - TO FOUR-YEAR COMMITMENTS. |
| PART X, LINE 2: | THE FOUNDATION HAS ADOPTED THE PROVISIONS OF ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE FOUNDATION RECOGNIZES THE TAX (BENEFIT) EXPENSE FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. ANY SUCH TAX (BENEFIT) EXPENSE IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE FOUNDATION HAD NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2023 OR 2022. THE FOUNDATION FILES AN EXEMPT ORGANIZATION RETURN WITH THE INTERNAL REVENUE SERVICE (IRS). IT IS NOT A "PRIVATE FOUNDATION" FOR TAX PURPOSES. THE FOUNDATION HAD NO TAXABLE UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022. ACCORDINGLY, A PROVISION FOR INCOME TAXES HAS NOT BEEN ESTABLISHED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSE -41,456. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSE 41,456. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (44 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| THE GOLDEN APPLE FOUNDATION FOR EXCELLENCE IN TEACHING | ||||||||
| 901 W JACKSON BLVD SUITE 205 | CHICAGO | IL | 60607 | 363392992 | 501(C)(3) | $75,000 | $0 | ESTABLISH A PIPELINE OF EDUCATORS IN NEW MEXICO, INCLUDING NORTHERN NEW MEXICO. FUNDS TO SUPPORT GOLDEN APPLES INITIAL EFFORTS TO BUILD STRONG SUPPORT SYSTEMS FOR COLLEGE STUDENTS PURSUING A CAREER IN EDUCATION AND BEGINNING TEACHERS. |
| ASSISTANCE DOGS OF THE WEST | ||||||||
| PO BOX 31027 | SANTA FE | NM | 87594 | 850431646 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATIONS SUPPORT; ASSISTANCE DOGS OF THE WEST EMPLOYS PROFESSIONAL TRAINERS WHO WORK WITH STUDENTS OF ALL AGES AND ABILITY LEVELS TO TRAIN AND PLACE ASSISTANCE DOGS TO SERVE OTHER PEOPLE WITH DISABILITIES AS WELL AS PEOPLE EXPERIENCING TRAUMA, THROUGH SERVICE DOG, COURTHOUSE FACILITY, AND CRISIS RESPONSE CANINE PROGRAMS. |
| BRIDGES PROJECT FOR EDUCATION | ||||||||
| PO BOX 308 | TAOS | NM | 87571 | 850448942 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATIONS SUPPORT; PROGRAMMING TO SUPPORT THE NEEDS OF ALL STUDENTS OF ALL AGES, BACKGROUNDS, CIRCUMSTANCES AND ACHIEVEMENT IN THE PURSUIT OF POSTSECONDARY EDUCATION--FROM BACHELOR AND ASSOCIATE DEGREES TO TRADE AND VOCATIONAL CERTIFICATES--TO ENABLE THEM TO IMPROVE THEIR LIVES AND POSITIVELY IMPACT THE COMMUNITY. |
| CHAMA VALLEY ARTS | ||||||||
| PO BOX 95 | CHAMA | NM | 87520 | 881180381 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATIONS SUPPORT; CHAMA VALLEY ARTS PROVIDES ARTS PROGRAMS FOR COMMUNITY MEMBERS OF ALL AGES FROM THE CHAMA VALLEY, AS WELL AS PRODUCING THE CHAMA VALLEY ART FESTIVAL AND OTHER EVENTS FOR LOCAL ARTISTS TO SHOW AND SELL THEIR WORK. |
| CLIMATE ADVOCATES VOCES UNIDAS | ||||||||
| 518 OLD SANTA FE TRAIL STE 1-405 | SANTA FE | NM | 87505 | 203287015 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATIONS SUPPORT; CAVU'S EDUCATIONAL PROGRAMMING AND VISUAL STORYTELLING PROMOTES YOUTH-LED SOLUTIONS TO THE CLIMATE CRISIS. |
| COLLEGE AND CAREER PLAZA | ||||||||
| 5313 CIRCITA DEL SUR | SANTA FE | NM | 875074922 | 843961213 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATIONS SUPPORT; COLLEGE AND CAREER PLAZA OFFERS CULTURALLY AND LINGUISTICALLY RELEVANT COLLEGE ACCESS AND CAREER DEVELOPMENT MENTORING AND GUIDANCE TO ALL 9TH-12TH GRADERS ENROLLED AT SANTA FE HIGH SCHOOL, SANTA FE INDIAN SCHOOL, CAPITAL HIGH SCHOOL AND MONTE DEL SOL CHARTER SCHOOL. |
| GIRLS INC OF SANTA FE | ||||||||
| 301 HILLSIDE AVE | SANTA FE | NM | 87501 | 850129250 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATIONS SUPPORT; GIRLS INC. OF SANTA FE INSPIRES GIRLS TO BE STRONG, THROUGH LESSONS AND ACTIVITIES SUPPORTING MENTAL AND PHYSICAL HEALTH; SMART, THROUGH HANDS-ON ACTIVITIES INVOLVING STEM CONCEPTS, READING, AND COLLEGE PREPARATION; AND BOLD, THROUGH DISCUSSIONS AND ACTIVITIES THAT PROMOTE ECONOMIC AND MEDIA LITERACY AND ADVOCACY FOR SELF AND OTHERS. |
| KERES CHIDREN'S LEARNING CENTER | ||||||||
| PO BOX 113 | COCHITI PUEBLO | NM | 87072 | 454511408 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATIONS SUPPORT; KERES CHILDREN'S LEARNING CENTER (KCLC) STRIVES TO RECLAIM OUR CHILDREN'S EDUCATION AND HONOR OUR HERITAGE BY USING A COMPREHENSIVE CULTURAL AND ACADEMIC CURRICULUM TO ASSIST FAMILIES IN NURTURING KERES-SPEAKING, HOLISTICALLY HEALTHY, COMMUNITY MINDED, AND ACADEMICALLY STRONG STUDENTS. |
| MATHAMIGOS FISCAL SPONSOR PARTNERS IN EDUCATION FOUNDATION FOR THE SANTA | ||||||||
| PO BOX 23374 | SANTA FE | NM | 87506 | 850392417 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATIONS SUPPORT; MATHAMIGOS IS A NEW MEXICO REGISTERED NON-PROFIT OF VOLUNTEER MATHEMATICIANS AND EDUCATORS DEDICATED TO HELPING TEACHERS INSPIRE KIDS TO LOVE MATH - THROUGH WORKSHOPS, COACHING, AND FAMILY OUTREACH SINCE 2017. |
| MORA INDEPENDENT SCHOOLS | ||||||||
| PO BOX 179 | MORA | NM | 87732 | 856000233 | 115 | $25,000 | $0 | GENERAL OPERATIONS SUPPORT; FUNDING SUPPORTS TRANSPORTATION AND FEES FOR THE EDUCATIONAL EXPERIENCES FOR MORA INDEPENDENT SCHOOL DISTRICT STUDENTS. |
| MOVING ARTS ESPANOLA INC | ||||||||
| PO BOX 505 | VELARDE | NM | 87582 | 452459893 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATIONS SUPPORT; MOVING ARTS ESPANOLA (MAE) PROVIDES HIGH QUALITY, AFFORDABLE PERFORMING AND VISUAL ARTS EDUCATION AND FREE NUTRITIONAL AND ACADEMIC SUPPORT FOR CHILDREN AND YOUTH AGES 3-25, WITH THE MISSION OF BUILDING COMMUNITY AND CULTIVATING LEADERS THROUGH ARTS AND CULTURE, . |
| NATIONAL AUDUBON SOCIETY (AKA AUDUBON SOUTHWEST) | ||||||||
| 1800 UPPER CANYON ROAD | SANTA FE | NM | 87501 | 131624102 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATIONS SUPPORT; SUPPORTING THE SANTA FE OUTDOOR EDUCATION COLLABORATION IS A JOINT PROJECT BETWEEN AUDUBON, THE SANTA FE BOTANICAL GARDEN, AND THE SANTA FE WATERSHED ASSOCIATION TO PROVIDE STANDARDS-ALIGNED, HANDS-ON THIRD, FOURTH, AND FIFTH GRADE LIFE-SCIENCE PROGRAMMING BASED IN AND AROUND SANTA FE. |
| NEW MEXICO SUICIDE INTERVENTION (AKA THE SKY CENTERNEW MEXICO SUICIDE INTE | ||||||||
| PO BOX 6004 | SANTA FE | NM | 87502 | 850427990 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATIONS SUPPORT; THE SKY CENTER/NMSIP'S MISSION IS TO MEET THE CHALLENGE OF YOUTH SUICIDE IN SANTA FE AND NORTHERN NEW MEXICO THROUGH LASTING SOLUTIONS THAT ENCOURAGE RESILIENCY, COURAGE, CONNECTION AND HOPE. |
| PAJARITO ENVIRONMENTAL EDUCATION CENTER | ||||||||
| 2600 CANYON RD | LOS ALAMOS | NM | 87544 | 850478101 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATIONS SUPPORT; PEEC S K-12 ENVIRONMENTAL EDUCATION PROGRAMMING PROVIDES EQUITABLE, RELEVANT, PLACE-BASED LEARNING FOR STUDENTS ACROSS NORTH-CENTRAL NEW MEXICO. |
| PUEBLO OF JEMEZ | ||||||||
| 139- F BEAR CANYON ROAD | JEMEZ PUEBLO | NM | 87048 | 850213473 | 115 | $25,000 | $0 | GENERAL OPERATIONS SUPPORT; SUPPORTING K12 PROGRAMMING IN COLLEGE AND CAREER READINESS AND EDUCATIONAL SUPPORT PROGRAMS IN A LANGUAGE IMMERSION ENVIRONMENT. |
| PUEBLO OF POJOAQUE | ||||||||
| 2 PETROGLYPH CIRCLE | SANTA FE | NM | 87506 | 850219423 | 115 | $25,000 | $0 | GENERAL OPERATIONS SUPPORT; THE PUEBLO OF POJOAQUE TEWA LANGUAGE DEPARTMENT PROVIDES OPPORTUNITIES FOR COMMUNITY MEMBERS TO LEARN AND ENGAGE WITH THEIR HERITAGE LANGUAGE THROUGH IMMERSION-BASED, EXPERIENTIAL METHODS WITHIN THE CONTEXT OF TEWA WORLDVIEW. |
| PUEBLO OF SANTA ANA | ||||||||
| 02 DOVE RD | BERNALILLO | NM | 87004 | 850217024 | 115 | $25,000 | $0 | GENERAL OPERATIONS SUPPORT; SUPPORTING PROGRAMMING THAT INCORPORATES ADVOCATING, ASSISTING, PROMOTING, GUIDING, MOTIVATING, AND SUPPORTING THE WHOLE PERSON, ALONG WITH FAMILY NEEDS, THROUGH A POSITIVE AND SAFE ENVIRONMENT THAT PROMOTES AN INDIVIDUALISTIC APPROACH TO ENSURING A QUALITY EDUCATION AND LIVELIHOOD OF TAMAYAME IDENTITY FOR THEIR ENTIRE LIFE PATH. |
| PUEBLO OF TESUQUE | ||||||||
| 20 TP828 | SANTA FE | NM | 87506 | 850225120 | 115 | $25,000 | $0 | GENERAL OPERATIONS SUPPORT; THE PUEBLO OF TESUQUE WILL PROVIDE TEWA LANGUAGE CLASSES TO HIGH SCHOOL STUDENTS AT SANTA FE INDIAN SCHOOL BY A TRIBAL MEMBER FROM THE PUEBLO OF TESUQUE. |
| SANTA FE MOUNTAIN CENTER | ||||||||
| PO BOX 449 | TESUQUE | NM | 87574 | 850272388 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATIONS SUPPORT; THE MOUNTAIN CENTER (TMC) IS A NATIONALLY RECOGNIZED AND ACCREDITED 501(C)3 EDUCATIONAL AND THERAPEUTIC ORGANIZATION THAT, SINCE 1979, HAS BEEN DEDICATED TO PROMOTING PERSONAL DISCOVERY AND SOCIAL CHANGE AMONG YOUTH, ADULTS, FAMILIES, AND GROUPS THROUGH THE USE OF CREATIVE LEARNING EXPERIENCES IN WILDERNESS, COMMUNITY, AND CULTURAL ENVIRONMENTS. |
| SANTA FE PREPARATORY SCHOOL | ||||||||
| 1101 CAMINO CRUZ BLANCA | SANTA FE | NM | 87505 | 850165745 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATIONS SUPPORT; SPECIFICALLY FOR THE RURAL OPPORTUNITIES FOR COLLEGE ACCESS, OR ROCA, PROGRAM, WHICH BUILDS PATHWAYS TO CAREER AND COMMUNITY FOR STUDENTS WHO WILL BE FIRST IN THE FAMILIES TO EARN A COLLEGE DEGREE - FUNDING SPECIFICALLY SUPPORTS A COORDINATOR POSITION FOR COLLEGE COUNSELING. |
| SILVER BULLET PRODUCTIONS | ||||||||
| 38 CALLE VENTOSO W | SANTA FE | NM | 87506 | 300275618 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATIONS SUPPORT; SILVER BULLET PRODUCTIONS IS A NON PROFIT EDUCATIONAL FILM COMPANY THAT USES FILMMAKING AS THE VEHICLE FOR PRESERVING CULTURE; WE CREATE RELEVANT LEARNING BY TEACHING FILMMAKING TO TRIBAL STUDENTS AND TEACHERS TO SHARE THEIR OWN STORIES, AND BY PRODUCING QUALITY DOCUMENTARY FILMS ON THE NATIVE EXPERIENCE. |
| SOCIAL EMOTIONAL LEARNING ALLIANCE FOR NEW MEXICO | ||||||||
| 50 PAW A SUKI RD | EL PRADO | NM | 87529 | 873566334 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATIONS SUPPORT; SEL4NM IS AN ALLIANCE OF NEW MEXICANS CONNECTING, PROMOTING, SUPPORTING, AND ADVOCATING TO HELP EVERYONE IN THE STATE UNDERSTAND THE POWER, POTENTIAL AND PURPOSE OF SYSTEMATIC, INTENTIONAL, UNIVERSAL SOCIAL AND EMOTIONAL LIFE SKILLS DEVELOPMENT. |
| STEMARTS LAB | ||||||||
| PO BOX 298 | EL PRADO | NM | 87529 | 850798517 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATIONS SUPPORT; STEMARTS LAB EMPOWERS YOUTH THROUGH ART, SCIENCE AND TECHNOLOGY TO PREPARE THEM FOR THE 21ST CENTURY WORKPLACE, WITH A FOCUS ON RURAL AND UNDERSERVED COMMUNITIES. |
| THE FAMILY YMCA | ||||||||
| 1450 IRIS STREET | LOS ALAMOS | NM | 87544 | 850130054 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATIONS SUPPORT; SPECIFICALLY SUPPORTING OPERATIONS OF THE ESPANOLA YMCA TEEN CENTER, WITH THE MISSION OF THE ORGANIZATION TO BUILD INDIVIDUAL, FAMILY AND COMMUNITY STRENGTH BY FOCUSING ON YOUTH DEVELOPMENT, HEALTHY LIVING AND SOCIAL RESPONSIBILITY. |
| THE SANTA FE CENTER FOR TRANSFORMATIONAL SCHOOL LEADERSHIP FISCAL SPONSOR | ||||||||
| PO BOX 23374 | SANTA FE | NM | 87507 | 850392417 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATIONS SUPPORT; THE CENTER FOR TRANSFORMING EDUCATION BUILDS THE CAPACITY OF FACULTY AND ADMINISTRATORS TO TRANSFORM THEIR ORGANIZATIONS WITH NEW APPROACHES TO LEADERSHIP AND DEEPER LEARNING EXPERIENCES FOR ALL STUDENTS AND EDUCATORS. |
| THRIVE COMMUNITY SCHOOL FOUNDATION | ||||||||
| 7300 OLD SANTA FE TRAIL | SANTA FE | NM | 87505 | 882759623 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATIONS SUPPORT; THRIVE COMMUNITY SCHOOL IS A DIVERSE AND AFFIRMING K-8 LEARNING COMMUNITY THAT EMBRACES SOCIAL AND EMOTIONAL LEARNING PRACTICES AND UTILIZES EVIDENCE-BASED TEACHING TO ADVANCE EDUCATIONAL EQUITY. |
| TRUE KIDS 1 | ||||||||
| PO BOX 2940 | TAOS | NM | 87571 | 271939161 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATIONS SUPPORT; TK1'S MISSION IS TO INSPIRE K-12 STUDENTS TO CREATE, COMMUNICATE, AND COLLABORATE IN THE DIGITAL AGE. |
| TWIRL INC | ||||||||
| 225 CAMINO DE LA PLACITA | TAOS | NM | 87571 | 472505890 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATIONS SUPPORT; TWIRL PROVIDES OPPORTUNITIES FOR PLAY-BASED STEAM LEARNING FOR CHILDREN AND FAMILIES IN TAOS COUNTY. |
| YOUTHWORKS INC | ||||||||
| 1000 CORDOVA PLACE 415 | SANTA FE | NM | 875051884 | 850480524 | 501(C)(3) | $25,000 | $0 | GENERAL OPERATIONS SUPPORT; YOUTHWORKS PROGRAMS ARE STRUCTURED TO AID OPPORTUNITY YOUTH IN THE DEVELOPMENT OF PERSONAL, SOCIAL AND LEADERSHIP SKILLS WHILE BUILDING THEIR EDUCATIONAL AND JOB SKILLS THROUGH PAID WORK-BASED LEARNING AND THROUGH EMPOWERING YOUTH TO REACH THEIR GOALS WHILE LEVERAGING OPPORTUNITIES AND PATHWAYS TO EMPLOYMENT, HIGHER EDUCATION AND COMMUNITY CONNECTION. |
| NEW MEXICO MESA INC | ||||||||
| PO BOX 21477 | ALBUQUERQUE | NM | 87154 | 850371954 | 501(C)3 | $25,000 | $0 | GENERAL OPERATIONS SUPPORT; SUPPORTING K12 STEM PROGRAMMING IN NOTHERN NEW MEXICO. |
| UNIVERSITY OF NEW MEXICO | ||||||||
| 1157 CO RD 110 | RANCHOS DE TAOS | NM | 87557 | 856000642 | 115 | $25,000 | $0 | HIRING A WORK BASED LEARNING COORDINATOR, SARAH HOLTZCLAW OF CLAW CONSULTING, TO SUPPORT THE DEVELOPMENT OF A WORK-BASED LEARNING ECOSYSTEM IN NORTHERN NEW MEXICO. |
| WEST LAS VEGAS PUBLIC SCHOOLS | ||||||||
| 179 BRIDGE STREET | LAS VEGAS | NM | 877013495 | 856000076 | 115 | $25,000 | $0 | GENERAL OPERATIONS SUPPORT TO STRENGTHEN WEST LAS VEGAS HIGH SCHOOL'S TECHNOLOGY CLASSROOM CAPACITY THROUGH ROBOTICS AND CODING PROGRAMMING. |
| LAS VEGAS CITY SCHOOLS | ||||||||
| 901 DOUGLAS AVENUE | LAS VEGAS | NM | 87701 | 856000150 | 115 | $15,000 | $0 | FIRE RELIEF & RECOVERY GRANT - SOCIAL EMOTIONAL LEARNING SUPPORT FOR STUDENTS AND EDUCATORS. |
| LAS VEGAS CITY SCHOOLS | ||||||||
| 901 DOUGLAS AVENUE | LAS VEGAS | NM | 87701 | 856000150 | 115 | $15,000 | $0 | FIRE RELIEF & RECOVERY GRANT - SOCIAL EMOTIONAL LEARNING SUPPORT FOR STUDENTS AND EDUCATORS. |
| MORA INDEPENDENT SCHOOL DISTRICT | ||||||||
| 10 RANGER ROAD PO BOX 179 | MORA | NM | 87732 | 856000233 | 115 | $15,000 | $0 | FIRE RELIEF & RECOVERY GRANT - SOCIAL EMOTIONAL LEARNING SUPPORT FOR STUDENTS AND EDUCATORS. |
| PEASCO INDEPENDENT SCHOOL DISTRICT | ||||||||
| PO BOX 520 13 SCHOOL ROAD | PENASCO | NM | 87553 | 856000425 | 115 | $15,000 | $0 | FIRE RELIEF & RECOVERY GRANT - SOCIAL EMOTIONAL LEARNING SUPPORT FOR STUDENTS AND EDUCATORS. |
| PUEBLO OF JEMEZ | ||||||||
| 139-F BEAR CANYON ROAD | JEMEZ PUEBLO | NM | 87024 | 850213473 | 115 | $15,000 | $0 | FIRE RELIEF & RECOVERY GRANT - SOCIAL EMOTIONAL LEARNING SUPPORT FOR STUDENTS AND EDUCATORS. |
| WEST LAS VEGAS PUBLIC SCHOOLS | ||||||||
| 179 BRIDGE STREET | LAS VEGAS | NM | 87701 | 856000076 | 115 | $15,000 | $0 | FIRE RELIEF & RECOVERY GRANT - SOCIAL EMOTIONAL LEARNING SUPPORT FOR STUDENTS AND EDUCATORS. |
| BERNALILLO PUBLIC SCHOOLS | ||||||||
| 560 S CAMINO DEL PUEBLO | BERNALILLO | NM | 87004 | 835604893 | 115 | $10,000 | $0 | SPARTAN LEARNING ACADEMY: BPS IS CREATING A FAB LAB SPACE. LEARNING FOCUS: INTRODUCE STUDENTS TO NEW COLLAR CAREERS TO SUPPORT STEM EDUCATION THROUGH A CREATIVE, ENGAGING LEARNING ENVIRONMENT. |
| COOKING WITH KIDS INC | ||||||||
| PO BOX 6113 | SANTA FE | NM | 87502 | 204396207 | 501(C)3 | $10,000 | $0 | SUPPORT FOR RURAL EXPANSION IN PROGRAMMING, SPECIFICALLY IN SAN MIGUEL AND POJOAQUE. |
| MESA VISTA CONSOLIDATED SCHOOLS | ||||||||
| PO BOX 309 | OJO CALIENTE | NM | 87549 | 850198946 | 115 | $10,000 | $0 | SUPPORT FOR ON-SITE PROGRAMMING AND FIELD TRIPS FOR STEM LEARNING OPPORTUNITIES, INCLUDING OUTDOOR AND PLACED-BASED LEARNING, AND DEVELOPING THE ENVIRATHON TEAM. |
| NMC INC | ||||||||
| 4200 W JEMEZ RD STE 301 | LOS ALAMOS | NM | 87544 | 260370262 | 501(C)3 | $10,000 | $0 | SUPPORT FOR THE LANL-MSA MATH TEACHER LEADER NETWORK NEXT GENERATION. |
| WORKFORCE MATTERS FISCAL SPONSOR FUNDERS TOGETHER TO END HOMELESNESS INC | ||||||||
| 89 SOUTH STREET | BOSTON | MA | 02110 | 273033048 | 501(C)3 | $10,000 | $0 | WORKFORCE GRANTMAKING IN NATIVE NATIONS AND COMMUNITIES: INITIATIVE TO INCREASE FUNDING AND OTHER SUPPORT FOR CAREER PATHWAYS AND WORKFORCE DEVELOPMENT EFFORTS AND POLICIES LED BY OR FOCUSED ON NATIVE NATIONS AND COMMUNITIES. |
| TUCUMCARI PUBLIC SCHOOLS | ||||||||
| 1001 SOUTH 7TH STREET | TUCUMCARI | NM | 88401 | 856000609 | 115 | $8,000 | $0 | TRAVEL AND LODGING FOR TUCUMCARI HIGH SCHOOL STUDENTS ATTENDING OUT-OF-STATE COMPETITION. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 44 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 154 | RecipientCnt |
| Cash Grant | $788,025 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANTS AWARDED TO INDIVIDUALS INCLUDE SCHOLARSHIPS THROUGH THE SCHOLARSHIP PROGRAM AS WELL AS AWARDS TO TEACHERS. THE SCHOLARSHIP CHECK IS WRITTEN ON THE UNIVERSITY/COLLEGE NAME WITH INFORMATION ON THE MEMO SO THEY CAN IDENTIFY THE STUDENT AND IT COVERS TUITION. THE TEACHER AWARD CHECK IS WRITTEN ON TEACHERS' NAME, AND THEY ALSO RECEIVE FORM 1099 FOR THE FISCAL YEAR WHEN THEY RECEIVE THE CHECK. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JENNIFER PARKS | ||||||||||||||
| PRESIDENT & CEO | $233,982 | $0 | $3,072 | $0 | $0 | $0 | $12,154 | $0 | $22,281 | $0 | $271,489 | $0 | $0 | $0 |
| MIHAELA POPA-SIMIL | ||||||||||||||
| VP OF FINANCE & OPERATIONS | $155,805 | $0 | $3,249 | $0 | $0 | $0 | $8,459 | $0 | $43,271 | $0 | $210,784 | $0 | $0 | $0 |
| ALVIN WARREN | ||||||||||||||
| VP OF CAREER PATHWAYS | $144,755 | $0 | $3,249 | $0 | $0 | $0 | $7,896 | $0 | $43,167 | $0 | $199,067 | $0 | $0 | $0 |
| ANTHONY FOX | ||||||||||||||
| VP OF INST ADV & SCHOLARSHIP | $131,044 | $0 | $3,575 | $0 | $0 | $0 | $7,139 | $0 | $35,052 | $0 | $176,810 | $0 | $0 | $0 |
| ANNA MARIE GARCIA | ||||||||||||||
| VP OF EARLY CHILDHOOD ED | $130,489 | $0 | $3,768 | $0 | $0 | $0 | $6,911 | $0 | $18,685 | $0 | $159,853 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION AWARDS BONUSES FOR MEETING COMPANY GOALS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $11,485 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | INVENTORY | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $20,135 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF DONORS ARE LISTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | K12 PROGRAM- OUR K-12 PROGRAM IS SUPPORTED BY AN ENDOWMENT THAT SUPPORTS PUBLIC SCHOOL CHILDREN IN THE VICINITY SURROUNDING LOS ALAMOS NATIONAL LABORATORY (LOS ALAMOS, MORA, RIO ARRIBA SAN MIGUEL, SANDOVAL, SANTA FE, AND TAOS, COUNTIES). THE K-12 PROGRAM FOCUSES ON FOUR PRIMARY AREAS: GROWING AND SUPPORTING TEACHERS; WHOLE CHILD DEVELOPMENT (THE SOCIAL AND EMOTIONAL WELL BEING OF OUR STUDENTS); ADVOCACY AND STEAM EDUCATION. WITHIN STEAM EDUCATION, THE FOUNDATION RUNS AND ADMINISTERS THE INQUIRY SCIENCE EDUCATION CONSORTIUM (ISEC). THROUGH ISEC WE PROVIDE K-6TH GRADE WORLD-CLASS NEXT GENERATION SCIENCE STANDARD SCIENCE CURRICULUM, MATERIALS AND QUALITY PROFESSIONAL DEVELOPMENT. IN 2023, THE ISEC PROGRAM HAD PARTNERSHIPS WITH 46 ELEMENTARY SCHOOLS ACROSS 6 SCHOOL DISTRICTS AND 4 NORTHERN PUEBLOS, AND SERVED 600 TEACHERS AND 11,000 STUDENTS. ADDITIONALLY, THE LANL FOUNDATION AWARDED A TOTAL OF $1,073,000 THROUGH 76 GRANTS TO NON-PROFITS, SCHOOLS, AND TRIBAL COMMUNITIES IN OUR REGION. THE TOTAL OF $265,000 WAS AWARDED IN 17 GRANTS TOWARDS COLLEGE, CAREER AND COMMUNITY PATHWAYS AND 15 GRANTS TOTALING $226,000 WERE AWARDED TO SUPPORT WHOLE CHILD DEVELOPMENT. ADDITIONALLY, 11 GRANTS TOTALING $135,000 WERE AWARDED TOWARDS CARING & CAPABLE ADULTS PROJECTS AND 33 GRANTS TOTALING $447,000 WERE AWARDED TOWARDS VIBRANT LEARNING OPPORTUNITIES. |
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE CAN MAKE DECISIONS ON BEHALF OF THE FULL BOARD. THESE DECISIONS ARE RATIFIED BY THE FULL BOARD AT ITS MEETING FOLLOWING THE MEETING WHEN THE EXECUTIVE COMMITTEE ORIGINALLY DECIDED. |
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT IS SENT BY EMAIL TO ALL BOARD MEMBERS FOR THEIR INFORMATION AND REVIEW. BASED ON RECOMMENDATIONS FROM THE FINANCE COMMITTEE AND ANY INPUT FROM OTHER BOARD MEMBERS, THE BOARD APPROVES THE FORM 990 PRIOR TO FILING AND THE TREASURER IS AUTHORIZED TO SIGN IT ON BEHALF OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | AN ANNUAL REVIEW IS MADE BY THE BOARD OF THE CONFLICT OF INTEREST POLICY, AND MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST IF THEY ARISE DURING THE YEAR. A MEMBER WITH A CONFLICT WILL RECUSE HIM/HERSELF FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15A | IN CONSULTATION WITH THE PRESIDENT & CEO, THE EXECUTIVE COMMITTEE WILL ESTABLISH ANNUAL PERFORMANCE GOALS FOR THE PRESIDENT & CEO. THE EXECUTIVE COMMITTEE WILL EVALUATE THE ANNUAL PERFORMANCE OF THE PRESIDENT & CEO. THE EXECUTIVE COMMITTEE WILL REVIEW THE PRESIDENT & CEO'S PERFORMANCE SELF-ASSESSMENT AND PROVIDE INPUT TO THE CHAIR, WHO WILL DEVELOP THE ANNUAL PERFORMANCE EVALUATION. RESULTS OF THE PERFORMANCE EVALUATION WILL BE USED BY THE EXECUTIVE COMMITTEE TO SET ANNUAL COMPENSATION, INCLUDING SALARY AND BONUS CONSIDERATIONS. THE EXECUTIVE COMMITTEE WILL REVIEW OUTSIDE DATA FOR COMPARABLE SALARY AND COMPENSATION IN THE FIELD AND REGION WHEN CONSIDERING SALARY RAISES AND/OR BONUSES. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | OTHER PROFESSIONAL SERVICES FEES: PROGRAM SERVICE EXPENSES 1,057,311. MANAGEMENT AND GENERAL EXPENSES 61,002. FUNDRAISING EXPENSES 4,868. TOTAL EXPENSES 1,123,181. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUILDING EQUITY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1112 PLAZA DEL NORTE | AddressLine1Txt |
| City | ESPANOLA | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87532 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208699677 | EIN |
| Primary Activities | OPERATE BUILDINGS OCCUPIED BY FOUNDATION | PrimaryActivitiesTxt |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Total Income | $153,552 | TotalIncomeAmt |
| End Of Year Assets | $1,635,930 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANL FOUNDATION | BusinessNameLine1Txt |
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