EASTERN NEW MEXICO UNIVERSITY ROSWELL FOUNDATION: Form 990, tax year 2021
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- Organization
- EASTERN NEW MEXICO UNIVERSITY ROSWELL FOUNDATION (EIN 23-7035949)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-03
- IRS object ID
- 202223079349302202
- Schema version
- 2021v4.0
- 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 | 2022-11-03T13:11:53-04:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 2021-07-01 | 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 | 2022-11-01 | 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 | 2022-11-01 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $1,750,278 | 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 | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $111 | TotalGrossUBIAmt |
| PY Contributions Grants | $45,032 | PYContributionsGrantsAmt |
| CY Contributions Grants | $182,121 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $307,551 | PYInvestmentIncomeAmt |
| CY Investment Income | $455,097 | CYInvestmentIncomeAmt |
| PY Other Revenue | $460,337 | PYOtherRevenueAmt |
| CY Other Revenue | $618,236 | CYOtherRevenueAmt |
| PY Total Revenue | $812,920 | PYTotalRevenueAmt |
| CY Total Revenue | $1,255,454 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $128,940 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $76,380 | 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 | $127,426 | PYOtherExpensesAmt |
| CY Other Expenses | $181,448 | CYOtherExpensesAmt |
| PY Total Expenses | $256,366 | PYTotalExpensesAmt |
| CY Total Expenses | $257,828 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $556,554 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $997,626 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $15,254,330 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,032,314 | TotalAssetsEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,254,330 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $15,032,314 | 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 | $76,380 | ExpenseAmt |
| Grant | $76,380 | 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 | $73,086 | 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 | $73,086 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $149,466 | 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 | Yes (true) | 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 | false | UnrelatedBusIncmOverLimitInd |
| 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 | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 (11 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 | |
| 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 | |||||
| SECRETARY/DI | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DESIREE RATTAN | |||||
| DIRECTOR | Yes (X) | $0 | $0 | $0 | |
| 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 | $18,805 | FundraisingAmt |
| All Other Contributions | $163,316 | AllOtherContributionsAmt |
| Total Contributions | $182,121 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $267,271 | TotalRevenueColumnAmt |
| Exclusion | $267,271 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $618,125 | TotalRevenueColumnAmt |
| Exclusion | $618,125 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $576,301 | SecuritiesAmt |
| Other | $99,764 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $488,239 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $88,062 | SecuritiesAmt |
| Other | $99,764 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $187,826 | TotalRevenueColumnAmt |
| Exclusion | $187,826 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $6,585 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $18,805 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $6,585 | FundraisingDirectExpensesAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| NMOC ORDINARY INCOME | 211110 | $132 | $132 |
| NMOC 1231 LOSS | 211110 | -$21 | -$21 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $111 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,255,454 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $111 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,073,222 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,380 | TotalAmt |
| Program Services | $76,380 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,226 | TotalAmt |
| Management And General | $3,226 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,583 | TotalAmt |
| Management And General | $103,583 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134 | TotalAmt |
| Management And General | $134 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242 | TotalAmt |
| Management And General | $242 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,086 | TotalAmt |
| Program Services | $73,086 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMMUNITY FD MONIES P/O | Desc |
| Total | $1,177 | TotalAmt |
| Management And General | $1,177 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,828 | TotalAmt |
| Program Services | $149,466 | ProgramServicesAmt |
| Management And General | $108,362 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,917 | BOYAmt |
| EOY | $88,016 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,486 | BOYAmt |
| EOY | $115,471 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,499,488 | BOYAmt |
| EOY | $13,827,045 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $615,439 | BOYAmt |
| EOY | $1,001,782 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,254,330 | BOYAmt |
| EOY | $15,032,314 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | 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 | $15,254,330 | BOYAmt |
| EOY | $15,032,314 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,254,330 | BOYAmt |
| EOY | $15,032,314 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,254,330 | BOYAmt |
| EOY | $15,032,314 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $997,626 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,823,904 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $604,262 | 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 | $187,553 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,004 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $90,379 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,032 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $182,121 | CurrentTaxYearAmt |
| Total | $534,089 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $187,553 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,004 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $90,379 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $45,032 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $182,121 | CurrentTaxYearAmt |
| Total | $534,089 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $534,089 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $241,237 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $517,135 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $550,885 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $726,308 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $885,396 | CurrentTaxYearAmt |
| Total | $2,920,961 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $3,893 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,979 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,151 | CurrentTaxYearMinus1YearAmt |
| Total | $11,023 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,152 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,459 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,200 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,133 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,585 | CurrentTaxYearAmt |
| Total | $44,529 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,510,602 | TotalSupportAmt |
| Public Support CY170 | 0.15210 | PublicSupportCY170Pct |
| Public Support PY170 | 0.13090 | 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 37,944 |
| 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 | $8,375,546 | BeginningYearBalanceAmt |
| Contributions | $162,332 | ContributionsAmt |
| Investment Earnings Or Losses | -$842,078 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $67,356 | GrantsOrScholarshipsAmt |
| Other Expenditures | $55,065 | OtherExpendituresAmt |
| Administrative Expenses | $15,491 | AdministrativeExpensesAmt |
| End Year Balance | $7,557,888 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.02640 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.50930 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.46430 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $1,001,782 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,001,782 | TotalBookValueSecuritiesAmt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $19,840 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $15,837 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,003 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $1,200 | CashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $2,620 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $183 | OtherDirectExpensesEvent1Amt |
| Event2 | BANQUET | Event2Nm |
| Gross Receipts Event2 | $5,550 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $2,968 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $2,582 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $2,477 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $105 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $25,390 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $18,805 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $6,585 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $1,200 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,620 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $2,477 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $288 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $6,585 | DirectExpenseSummaryEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 74 | RecipientCnt |
| Cash Grant | $76,380 | 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 5,899 INCOME PER BOOKS > INCOME PER K-1 598,363 TOTAL 604,262 |
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 | $587,980 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $1,001,782 | 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 | $525,000 | InvolvedAmt |
| Method Of Amount Determination | DISTRIBUTIONS RECEIVED | MethodOfAmountDeterminationTxt |
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