EASTERN NEW MEXICO UNIVERSITY ROSWELL FOUNDATION: Form 990, tax year 2020
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- Organization
- EASTERN NEW MEXICO UNIVERSITY ROSWELL FOUNDATION (EIN 23-7035949)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-04
- IRS object ID
- 202231249349302383
- Schema version
- 2020v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-04T15:31:46-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 272067951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RITTER & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1836 | AddressLine1Txt |
| City | ROSWELL | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 882021836 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237035949 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EASTERN NEW MEXICO UNIVERSITY | BusinessNameLine1Txt |
| Business Name Line2 | ROSWELL FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EAST | BusinessNameControlTxt |
| Phone | 5753173180 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3017 | AddressLine1Txt |
| City | ROSWELL | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 88202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JON HITCHCOCK | PersonNm |
| Person Title | VP & TREAS/DIRECTOR | PersonTitleTxt |
| Phone | 5753173180 | PhoneNum |
| Signature | 2022-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JON | PersonFirstNm |
| Person Last | HITCHCOCK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN ROGERS MELTON | PreparerPersonNm |
| PTIN | P00729908 | PTIN |
| Phone | 5756228500 | PhoneNum |
| Preparation | 2022-05-02 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JON HITCHCOCK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2930 | AddressLine1Txt |
| City | ROSWELL | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 882023017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,206,585 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1969 | FormationYr |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Activity Or Mission | THE FOUNDATION PROMOTES EDUCATION AND ENCOURAGES SCIENTIFIC RESEARCH AT THE ROSWELL CAMPUS OF EASTERN NEW MEXICO UNIVERSITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $2,151 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $1,151 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $90,379 | PYContributionsGrantsAmt |
| CY Contributions Grants | $45,032 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $354,404 | PYInvestmentIncomeAmt |
| CY Investment Income | $307,551 | CYInvestmentIncomeAmt |
| PY Other Revenue | $322,739 | PYOtherRevenueAmt |
| CY Other Revenue | $460,337 | CYOtherRevenueAmt |
| PY Total Revenue | $767,522 | PYTotalRevenueAmt |
| CY Total Revenue | $812,920 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $145,383 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $128,940 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $137,049 | PYOtherExpensesAmt |
| CY Other Expenses | $127,426 | CYOtherExpensesAmt |
| PY Total Expenses | $282,432 | PYTotalExpensesAmt |
| CY Total Expenses | $256,366 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $485,090 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $556,554 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,191,620 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,254,330 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,370 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,169,250 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,254,330 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION PROMOTES EDUCATION AND ENCOURAGES SCIENTIFIC RESEARCH AT THE ROSWELL CAMPUS OF EASTERN NEW MEXICO UNIVERSITY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $128,940 | ExpenseAmt |
| Grant | $128,940 | GrantAmt |
| Desc | THE ENMU-R FOUNDATION PROVIDES FINANCIAL ASSISTANCE TO STUDENTS FOR ACADEMIC, VOCATIONAL, AND TECHNICAL TRAINING. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $30,898 | ExpenseAmt |
| Desc | ENMU-ROSWELL FOUNDATION PROVIDES ASSISTANCE THROUGH SCHOLARSHIPS TO THE GEAR UP PROGRAM AT ENMU-R IN AN EFFORT TO PROMOTE SECONDARY EDUCATION FOR LOW-INCOME STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $30,898 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $159,838 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | false | ConflictOfInterestPolicyInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ENMU-FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | ENMU-FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5753173180 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3017 | AddressLine1Txt |
| Address Line2 | PO BOX 3017 | AddressLine2Txt |
| City | ROSWELL | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 88202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|
| OSCAR ARMENDARIZ | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| JOSE CHAVEZ | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| LAURIE DUDEK | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| ALEJANDRA GARCIA | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| STEVE HENDERSON | |||||
| PRESIDENT/DI | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JON HITCHCOCK | |||||
| VP & TREAS/D | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JUSTIN MCCLELLAND | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| MIKE MCLEOD | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| ADRIANN RAGSDALE | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| KAY ROGERS | |||||
| SECRETARY/DI | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RICHARD TAYLOR | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| LANELLE WITT | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Fundraising | $33,932 | FundraisingAmt |
| All Other Contributions | $11,100 | AllOtherContributionsAmt |
| Total Contributions | $45,032 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $259,723 | TotalRevenueColumnAmt |
| Exclusion | $259,723 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $457,566 | TotalRevenueColumnAmt |
| Exclusion | $457,566 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,019 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,399 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $620 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $620 | TotalRevenueColumnAmt |
| Exclusion | $620 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $336,849 | SecuritiesAmt |
| Other | $88,112 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $323,526 | SecuritiesAmt |
| Other | $53,607 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,323 | SecuritiesAmt |
| Other | $34,505 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,828 | TotalRevenueColumnAmt |
| Exclusion | $47,828 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $8,133 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $33,932 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $8,133 | FundraisingDirectExpensesAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NMOC ORDINARY INCOME | Desc |
| Business | 211110 | BusinessCd |
| Total Revenue Column | $2,151 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,151 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,151 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $812,920 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,151 | UnrelatedBusinessRevenueAmt |
| Exclusion | $765,737 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,940 | TotalAmt |
| Program Services | $128,940 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,897 | TotalAmt |
| Management And General | $1,897 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,200 | TotalAmt |
| Management And General | $89,200 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,968 | TotalAmt |
| Management And General | $4,968 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215 | TotalAmt |
| Management And General | $215 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,898 | TotalAmt |
| Program Services | $30,898 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Total | $248 | TotalAmt |
| Management And General | $248 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,366 | TotalAmt |
| Program Services | $159,838 | ProgramServicesAmt |
| Management And General | $96,528 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,999 | BOYAmt |
| EOY | $24,917 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,663 | BOYAmt |
| EOY | $114,486 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,231 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,514,270 | BOYAmt |
| EOY | $14,499,488 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $568,898 | BOYAmt |
| EOY | $615,439 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $559 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,191,620 | BOYAmt |
| EOY | $15,254,330 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,800 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,570 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,370 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,169,250 | BOYAmt |
| EOY | $15,254,330 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,169,250 | BOYAmt |
| EOY | $15,254,330 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,191,620 | BOYAmt |
| EOY | $15,254,330 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $556,554 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,409,321 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $1,467 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $117,738 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 | false | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,476 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $187,553 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,004 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $90,379 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,032 | CurrentTaxYearAmt |
| Total | $392,444 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,476 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $187,553 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $29,004 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $90,379 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,032 | CurrentTaxYearAmt |
| Total | $392,444 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $392,444 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $517,930 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $241,237 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $517,135 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $550,885 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $726,308 | CurrentTaxYearAmt |
| Total | $2,553,495 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $3,893 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,979 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,151 | CurrentTaxYearAmt |
| Total | $11,023 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,248 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,152 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,459 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,200 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,133 | CurrentTaxYearAmt |
| Total | $42,192 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $2,999,154 | TotalSupportAmt |
| Public Support CY170 | 0.13090 | PublicSupportCY170Pct |
| Public Support PY170 | 0.14370 | PublicSupportPY170Pct |
| Ten Pct Facts Crcmstncs Test CY | Yes (X) | TenPctFactsCrcmstncsTestCYInd |
| Facts And Circumstances Test | SEE ATTACHED STATEMENT | FactsAndCircumstancesTestTxt |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART II, LINE 10 | GOLF TOURNAMENT & ANN BANQUET 34,059 |
| PART II, LINE 17A | SEE ATTACHED STATEMENT |
| PART II, LINE 17B | SEE ATTACHED STATEMENT |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,773,150 | BeginningYearBalanceAmt |
| Contributions | $11,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,677,415 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $68,172 | GrantsOrScholarshipsAmt |
| Other Expenditures | $17,847 | OtherExpendituresAmt |
| End Year Balance | $8,375,546 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,462,480 | BeginningYearBalanceAmt |
| Contributions | $89,999 | ContributionsAmt |
| Investment Earnings Or Losses | $337,659 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $82,103 | GrantsOrScholarshipsAmt |
| Other Expenditures | $34,885 | OtherExpendituresAmt |
| End Year Balance | $6,773,150 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,027,959 | BeginningYearBalanceAmt |
| Contributions | $9,406 | ContributionsAmt |
| Investment Earnings Or Losses | $496,645 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $57,116 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,414 | OtherExpendituresAmt |
| End Year Balance | $6,462,480 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,468,315 | BeginningYearBalanceAmt |
| Contributions | $172,265 | ContributionsAmt |
| Investment Earnings Or Losses | $494,769 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $83,095 | GrantsOrScholarshipsAmt |
| Other Expenditures | $24,295 | OtherExpendituresAmt |
| End Year Balance | $6,027,959 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,000,068 | BeginningYearBalanceAmt |
| Contributions | $28,670 | ContributionsAmt |
| Investment Earnings Or Losses | $543,525 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $80,596 | GrantsOrScholarshipsAmt |
| Other Expenditures | $23,352 | OtherExpendituresAmt |
| End Year Balance | $5,468,315 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02770 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.51120 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.46110 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $42,065 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $33,932 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $8,133 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $2,000 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $5,440 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $693 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $42,065 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $33,932 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $8,133 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $2,000 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $5,440 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $693 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $8,133 | DirectExpenseSummaryEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 71 | RecipientCnt |
| Cash Grant | $128,940 | CashGrantAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4D | ENMU-ROSWELL FOUNDATION PROVIDES ASSISTANCE THROUGH SCHOLARSHIPS TO THE GEAR UP PROGRAM AT ENMU-R IN AN EFFORT TO PROMOTE SECONDARY EDUCATION FOR LOW-INCOME STUDENTS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | A DRAFT COPY OF FORM 990 IS SENT VIA EMAIL TO BOARD MEMBERS FOR REVIEW. |
| FORM 990, PAGE 6, PART VI, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. THE ORGANIZATION PROVIDES PERTINANT INFORMATION ABOUT THE ORGANIZATION VIA ITS WEBSITE AT WWW.ROSWELL.ENMU.EDU/FOUNDATION. |
| FORM 990, PART XI, LINE 9 | % DEPLETION NETTED WITH ROYALTY INCOME 1,176 INCOME PER BOOKS > INCOME PER K-1 117,838 FEDERAL TAXES PAID -1,276 TOTAL 117,738 |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW MEXICO OIL CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1714 | AddressLine1Txt |
| City | ROSWELL | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 88202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850170001 | EIN |
| Primary Activities | O&G INVEST | PrimaryActivitiesTxt |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | S CORP | EntityTypeTxt |
| Share Of Total Income | $555,907 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $425,828 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEW MEXICO OIL CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | S | TransactionTypeTxt |
| Involved | $375,000 | InvolvedAmt |
| Method Of Amount Determination | DISTRIBUTIONS RECEIVED | MethodOfAmountDeterminationTxt |
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