2020-06-18T11:24:42-05:00 2019-06-30 KPMG LLP 1225 17TH STREET SUITE 800 DENVER CO 80202 990 2018-07-01 850170157 New Mexico State University Foundation Inc % Joseph McIntyre NEWM 5756461613 PO Box 3590 Las Cruces NM 880033590 DEREK DICTSON PRESIDENT 2020-06-12 true Holly K Moen P01800653 3033827856 2020-06-12 199.206.0.5 73017020201705000000 2020-06-18 P D62D24C6D336028470863B0825818D0C3237C4FC 294D3BF4461A8F92BA5927F13046861EC996F60A 2018 2021-01-29 14:40:06Z DEREK DICTSON PO Box 3590 Las Cruces NM 880033590 55213973 false X support.nmsu.edu X 1959 NM THE MISSION OF THE NEW MEXICO STATE UNIVERSITY FOUNDATION, INC. IS TO SECURE AND MANAGE PRIVATE GIFTS TO PROMOTE THE EDUCATIONAL PURPOSES OF NEW MEXICO STATE UNIVERSITY. 32 32 0 32 55102 23298 15489408 15826482 949734 914467 8184813 4646550 782246 887583 25406201 22275082 10559324 12367096 0 0 2111158 2217758 274109 98542 1979440 1023564 1038608 13968155 15722004 11438046 6553078 213881098 222277748 52616634 52918470 161264464 169359278 The mission of the New Mexico State University Foundation, Inc. is to secure and manage private gifts to promote the educational purposes of New Mexico State University. false false 12367096 12367096 914467 DIRECT GRANTS TO SUPPORT NEW MEXICO STATE UNIVERSITY BY PROVIDING FUNDS FOR NEW MEXICO STATE UNIVERSITY ACTIVITIES, SCHOLARSHIPS, AND FINANCIAL AID TO STUDENTS. THE FOUNDATION'S ACTIVITIES AFFECTED A TOTAL OF 1,917 GIFT ACCOUNT INCLUDING THOSE RELATED TO STUDENT AID AND RESEARCH AND APPROXIMATELY 3,904 SCHOLARSHIPS WERE FUNDED. 12367096 true true false true false false false true true true true true false true true false false true false false false false false true true false false true false true false false false false false false false false true true false false true false false false false true X 68 0 0 true true false false false true true true true false false false false false false false X 32 32 true false false false false false false true true false true true true true true true true true false false false NM X X Joseph McIntyre 5756461613 1305 North Horseshoe Drive Las Cruces NM 88003 X LARRY ALLEN MEMBER 1.0 0.0 X 0 0 0 RAQUEL BONE MEMBER 1.0 0.0 X 0 0 0 JAGDEV CHEEMA MEMBER 1.0 0.0 X 0 0 0 PHILIP COOK VICE CHAIRMAN 1.0 0.0 X X 0 0 0 JOHN CORDOVA MEMBER 1.0 0.0 X 0 0 0 MARYLOU DAVIS CHAIRMAN 1.0 0.0 X X 0 0 0 AARON DE LOS SANTOS MEMBER 1.0 0.0 X 0 0 0 CHRISTOPHER DULANY MEMBER 1.0 0.0 X 0 0 0 JACKIE EDWARDS MEMBER 1.0 0.0 X 0 0 0 DEL ESPARZA MEMBER 1.0 0.0 X 0 0 0 EDGAR FOREMAN MEMBER 1.0 0.0 X 0 0 0 HAROLD FOREMAN MEMBER 1.0 0.0 X 0 0 0 NICK FRANKLIN MEMBER 1.0 0.0 X 0 0 0 JOEL GRANGER MEMBER 1.0 0.0 X 0 0 0 CHRISTIAN HENDRICKSON MEMBER 1.0 0.0 X 0 0 0 MIKE JOHNSON MEMBER 1.0 0.0 X 0 0 0 GEORGE KOZELISKI MEMBER 1.0 0.0 X 0 0 0 KYLE LOUVAR TREASURER 1.0 0.0 X X 0 0 0 NICOLE LOUVAR MEMBER 1.0 0.0 X 0 0 0 ROSS MCCALLISTER MEMBER 1.0 0.0 X 0 0 0 BOBBY LUTZ MEMBER 1.0 0.0 X 0 0 0 DION MESSER MEMBER 1.0 0.0 X 0 0 0 SUSAN PLANTZ MEMBER 1.0 0.0 X 0 0 0 BRENDA PORTER MEMBER 1.0 0.0 X 0 0 0 ERIC POWELL MEMBER 1.0 0.0 X 0 0 0 RAUL PRIETO MEMBER 1.0 0.0 X 0 0 0 RANDY PUGH MEMBER 1.0 0.0 X 0 0 0 SMOKY TORGERSON SECRETARY 1.0 0.0 X X 0 0 0 Kyle Rhodes MEMBER 1.0 0.0 X 0 0 0 Jim Rhodes MEMBER 1.0 0.0 X 0 0 0 Joseph Salopek MEMBER 1.0 0.0 X 0 0 0 Frank Seidel MEMBER 1.0 0.0 X 0 0 0 Larry Lujan Member thru 10/18 1.0 0.0 X 0 0 0 ANDREA TAWNEY PAST PRESIDENT 20.0 20.0 X 146441 0 26118 TINA BYFORD INTERIM PRESIDENT & COO 20.0 20.0 X 175835 0 32677 322276 0 58795 2 false true false Ruffalo Noel Levitz PO Box 718 Des Moines IA 503030718 Fundraising Services 147250 Armstrong Pickett Associates 2125 Louisiana Blvd NE Ste 200 ALBUQUERQUE NM 87110 Investment Mgmt 252581 2 584499 279930 14962053 2873155 15826482 NMSU Management Fee 523920 818833 818833 MEMBERSHIP DUES 813410 95634 95634 914467 3398372 55102 3343270 0 166711 166711 467660 181594 286066 0 286066 286066 33921804 393 32674019 1247785 393 1248178 1248178 199659 279930 83278 116381 116381 2870 0 2870 2870 0 0 0 Non-Gift Revenue 813410 316961 316961 CSV Life Insurance 813211 -1435 -1435 Miscellaneous Income 813211 29 29 315555 22275082 914467 55102 5479031 12367096 12367096 0 0 0 0 0 2217758 711112 1506646 0 0 0 0 81030 81030 67639 67639 0 98542 98542 179830 179830 53757 53757 43025 81 42944 12628 9536 3092 175044 158430 16614 0 0 74770 510 74260 0 0 0 0 29763 29763 22985 22985 Printing and Duplicating 94794 6948 87846 Business Meals 58483 3792 54691 Postage and Shipping 26123 11956 14167 Professional Development 48231 4170 44061 70506 33929 36577 15722004 12367096 1375468 1979440 14989030 16994039 332068 362588 12640488 13289769 0 0 0 0 0 0 308557 321122 4 4 147525 226109 3800546 679188 2428171 3121358 0 0 134424876 138942867 0 0 0 0 48610379 49019892 213881098 222277748 191 0 0 0 414367 398379 0 0 34491 34491 0 0 0 0 0 0 52167585 52485600 52616634 52918470 X 4023358 5789707 57541225 54281879 99699881 109287692 161264464 169359278 213881098 222277748 6553078 1541736 X false true X true false X 12425368 15616643 14847911 15489408 15826482 74205812 0 188888 210534 207196 210319 166112 983049 12614256 15827177 15055107 15699727 15992594 75188861 418034 74770827 3604405 3179605 3476341 4789535 4032743 19082629 17725 55102 72827 33253 26908 -28967 254423 315555 601172 94945489 0.78751 0.78630 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 7251 false false false 7251 false SCHEDULE C, PART II-B, LINE 1 THE ORGANIZATION PROVIDES FUNDS TO NEW MEXICO STATE UNIVERSITY FOR THE PURPOSE OF CONDUCTING LOBBYING ACTIVITIES. 191000 X false false true X 134002049 9269047 3733128 4937253 2848604 139218367 124669746 4835379 9168222 4671298 134002049 109754144 5836795 13518276 4439469 124669746 112649625 8892179 -7286961 4300699 109954144 113435926 2898666 465978 4150945 112649625 0.02410 0.00000 0.97590 false false 3044811 3044811 650542 622921 27621 105193 56267 48926 3121358 INVESTMENTS - SECURITIES 138942867 F 138942867 ASSETS HELD IN TRUST - NMSU 47717538 INSURANCE POLICIES 544559 ASSETS HELD IN TRUST - SPLIT 365497 WORKS OF ART 191000 OTHER RECEIVABLES 190028 DEPOSITS 1270 RESERVES 10000 49019892 0 ASSETS HELD IN TRUST - NMSU 47717538 GIFT ANNUITIES PAYABLE 2216253 DUE TO NMSU 2339416 SPLIT INTEREST PAYABLE 141786 OTHER LIABILITIES 70607 52485600 Supplemental Information 1: Explanation of Organization's Collection SCHEDULE D, PAGE 2, PART III, LINE 4 THE ORIGINAL WORKS OF ART ARE ON DISPLAY AND SERVE TO ENCOURAGE DONORS TO CONTINUE CONTRIBUTING TO THE VARIOUS ART/PERFORMING ART PROGRAMS OF NEW MEXICO STATE UNIVERSITY. Supplemental Information 2: Explanation of Escrow Arrangement SCHEDULE D, PAGE 2 PART IV, LINE 2B THE ORGANIZATION HOLDS SECURITY DEPOSITS OF TENANTS IN ITS REAL ESTATE INVESTMENT. Supplemental Information 3: Intended Uses of Endowment Funds SCHEDULE D, PAGE 2, PART V, LINE 4 THE FOUNDATION'S ENDOWMENTS CONSIST OF APPROXIMATELY 1,917 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES TO SUPPORT THE MISSION OF THE FOUNDATION TO SUPPORT NEW MEXICO STATE UNIVERSITY BY PROVIDING FUNDS FOR NEW MEXICO STATE UNIVERSITY ACTIVITIES, SCHOLARSHIPS, AND FINANCIAL AID TO STUDENTS. 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SCHEDULE I, PART II, LINE 1, COLUMN (H): PURPOSE OF GRANT OR ASSISTANCE: UNIVERSITY ACTIVITIES, SCHOLARSHIPS, AND FINANCIAL AID TO STUDENTS. false false false false false false false false false ANDREA TAWNEY PAST PRESIDENT 146441 0 0 0 19081 0 7037 0 172559 0 0 0 TINA BYFORD INTERIM PRESIDENT & COO 175835 0 0 0 25112 0 7565 0 208512 0 0 0 Form Sch J Part I Line 3 HUMAN RESOURCES AT NEW MEXICO STATE UNIVERSITY REVIEWS AND APPROVES ALL SALARIES IN ACCORDANCE WITH THE SALARY RANGE OF THE INDIVIDUAL. THE HUMAN RESOURCES DEPARTMENT AND THE CHANCELLOR OF NMSU MUST APPROVE THE SALARY FOR THE VICE PRESIDENT OF UNIVERSITY ADVANCEMENT, WHICH BY TITLE ALSO SERVES AS THE PRESIDENT OF THE NMSU FOUNDATION. DIRECTION AND CONTROL OF THESE INDIVIDUALS IS MAINTAINED BY NMSU. AS SUCH, THESE INDIVIDUALS DO NOT MEET THE STATUS OF AN EMPLOYEE OF NMSUF UNDER THE COMMON LAW RULES APPLICABLE IN DETERMINING THE EMPLOYER/EMPLOYEE RELATIONSHIP. BASED UPON THE FORM 990 DEFINITIONS OF "RELATED ORGANIZATION" NMSU IS ALSO NOT CONSIDERED A RELATED ORGANIZATION TO NMSUF. THE BOARD OF DIRECTORS OF NMSUF IS NOT COMPRISED OF A MAJORITY OF NMSUS BOARD OF TRUSTEES. NOR DOES NMSU HAVE THE POWER TO REPLACE, APPOINT, ELECT, APPROVE/VETO THE APPOINTMENT OR ELECTION OF, A MAJORITY OF NMSUF'S DIRECTORS. X 46 2871428 FMV X Tickets 1 1727 0 false true true Supplemental Information 1: use of third parties Schedule M, Part I, Line 32B: Brokerage firms are used to sell donated securities. Supplemental Information 2: Number of Contributions Schedule M, Part I, Column B: The organization is reporting the number of contributions received. PART V: STATEMENTS REGARDING OTHER IRS FILINGS AND TAX COMPLIANCE PART V: QUESTION 2A - THE NUMBER OF EMPLOYEES REPORTED IN PART V, LINE 2A IS NONE. THE SALARIES REFLECTED ON FORM 990, PART IX, LINE 7 WERE ALLOCATED TO THE FOUNDATION BY NEW MEXICO STATE UNIVERSITY AND THEY ARE REPORTED ON THE FORM W-3, TRANSMITTAL OF WAGE AND TAX STATEMENTS, OF NEW MEXICO STATE UNIVERSITY. THE FOUNDATION REIMBURSED THE UNIVERSITY FOR THE SALARIES INCURRED ON BEHALF OF THE FOUNDATION. DIRECTION AND CONTROL OF THESE INDIVIDUALS IS MAINTAINED BY NMSU. AS SUCH, THESE INDIVIDUALS DO NOT MEET THE STATUS OF AN EMPLOYEE OF NMSUF UNDER THE COMMON LAW RULES APPLICABLE IN DETERMINING THE EMPLOYER/EMPLOYEE RELATIONSHIP. PART VI, SECTION A. GOVERNING BODY AND MANAGEMENT QUESTION 2 - THE FOLLOWING DIRECTORS OF THE FILING ORGANIZATION HAVE A FAMILY RELATIONSHIP WITH ONE ANOTHER: - EDGAR FOREMAN AND HAROLD FOREMAN - KYLE LOUVAR AND NICOLE LOUVAR - JIM RHODES AND KYLE RHODES PART VI, SECTION B. POLICIES QUESTION 11B - A DRAFT OF THE ORGANIZATION'S FORM 990 IS EMAILED TO THE FOUNDATION'S CONTROLLER AND THEN TO THE COO FOR REVIEW. AFTER REVIEW, THE RETURN IS FORWARDED TO THE AUDIT COMMITTEE FOR FURTHER REVIEW BEFORE FORWARDING IT TO THE BOARD MEMBERS FOR THEIR REVIEW AND APPROVAL. PART VI, SECTION B. POLICIES QUESTION 12C - ALL BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ON AN ANNUAL BASIS. THIS PROCESS IS ACTIVELY MONITORED BY THE FOUNDATION CHIEF OPERATING OFFICER AND REPORTED TO AND REVIEWED BY THE FOUNDATION AUDIT COMMITTEE WHO HAS FINAL APPROVAL FOR ALL ACTIONS DEEMED NECESSARY. PART IV, SECTION B. POLICIES QUESTION 15 - AN AGREEMENT IS IN PLACE WITH NEW MEXICO STATE UNIVERSITY TO PROVIDE EMPLOYEE STAFF SUPPORT TO THE FOUNDATION. THE STAFFING LEVEL, COMPENSATION AND BENEFITS OF EMPLOYEES AND OTHER PERSONNEL MATTERS IS DECIDED BY THE UNIVERSITY. PART VI, SECTION C. DISCLOSURE QUESTION 10 - THE NEW MEXICO STATE UNIVERSITY FOUNDATION, INC. HAS LOCAL ALUMNI CHAPTERS TO ENHANCE ALUMNI ENGAGEMENT AND INCREASE ANNUAL GIVING. 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