LOS ALAMOS INSTITUTES: Form 990EZ, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
LOS ALAMOS INSTITUTES (EIN 20-8369162)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-15
IRS object ID
201901359349203975
Schema version
2017v2.3
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

FieldValueIRS element (for citing)
Return2019-05-15T13:10:45-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN850211867PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ATKINSON & CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 25246AddressLine1Txt
CityALBUQUERQUECityNm
State AbbreviationNMStateAbbreviationCd
ZIP87125ZIPCd
FieldValueIRS element (for citing)
Return Type990EZReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN208369162EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LOS ALAMOS INSTITUTESBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLOSABusinessNameControlTxt
Phone5056620001PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 515AddressLine1Txt
CityLOS ALAMOSCityNm
State AbbreviationNMStateAbbreviationCd
ZIP87544ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID JOLLYPersonNm
Person TitleIMMEDIATE PAST PRESIDENTPersonTitleTxt
Phone5056620001PhoneNum
Signature2019-05-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJESSICA LOCKER CPAPreparerPersonNm
PTINP01367046PTIN
Phone5058436492PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address216.161.41.2IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-14IPDt
IP Tm13:10:59IPTm
IP TimezoneMDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id714821E492939ACD032A2B92F6D5EA373520158FAtSubmissionCreationDeviceId
At Submission Filing Device Id161824BD97F98EE73410C7633A087A8D3DC2E91AAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting CashYes (X)MethodOfAccountingCashInd
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Website AddressN/AWebsiteAddressTxt
Organization501c3Yes (X)Organization501c3Ind
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Gross Receipts$3GrossReceiptsAmt
Info In Schedule O Part IYes (X)InfoInScheduleOPartIInd
Investment Income$3InvestmentIncomeAmt
Total Revenue$3TotalRevenueAmt
Fees And Other Pymt To Ind Cntrct$2,217FeesAndOtherPymtToIndCntrctAmt
Other Expenses Total$660OtherExpensesTotalAmt
Total Expenses$2,877TotalExpensesAmt
Excess Or Deficit For Year-$2,874ExcessOrDeficitForYearAmt
Net Assets Or Fund Balances BOY-$60,805NetAssetsOrFundBalancesBOYAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Net Assets Or Fund Balances EOY-$63,679NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIYes (X)InfoInScheduleOPartIIInd

Cash Savings And Investments CashSavingsAndInvestmentsGrp

FieldValueIRS element (for citing)
BOY$40,804BOYAmt
EOY$40,747EOYAmt

Form990 Total Assets Form990TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$40,804BOYAmt
EOY$40,747EOYAmt

Sum Of Total Liabilities SumOfTotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$101,609BOYAmt
EOY$104,426EOYAmt

Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp

FieldValueIRS element (for citing)
BOY-$60,805BOYAmt
EOY-$63,679EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
Primary Exempt PurposeTO LESSEN THE BURDENS OF GOVERNMENT BY PROVIDING FOR ECONOMIC DEVELOPMENT THROUGH THE DEVELOPMENT OF TECHNOLOGIES WHICH WILL PROVIDE EMPLOYMENT OPPORTUNITIES FOR THE UNEMPLOYED AND THE UNDER-EMPLOYED; TO SUPPORT THE ECONOMIC DEVELOPMENT MISSION OF THE LACDC AND TO ENGAGE IN EDUCATION AND RESEARCH PROJECTS CONSISTENT WITH THE PURPOSES OF THE LACDC.PrimaryExemptPurposeTxt

Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp

FieldValueIRS element (for citing)
Description Program Srvc AccomTO LESSEN THE BURDENS OF GOVERNMENT BY PROVIDING FOR ECONOMIC DEVELOPMENT THROUGH THE DEVELOPMENT OF TECHNOLOGIES WHICH WILL PROVIDE EMPLOYMENT OPPORTUNITIES FOR THE UNEMPLOYED AND THE UNDER-EMPLOYED; TO SUPPORT THE ECONOMIC DEVELOPMENT MISSION OF THE LACDC AND TO ENGAGE IN EDUCATION AND RESEARCH PROJECTS CONSISTENT WITH THE PURPOSES OF THE LACDC.DescriptionProgramSrvcAccomTxt
Grants And Allocations$0GrantsAndAllocationsAmt
Program Service Expenses$0ProgramServiceExpensesAmt
FieldValueIRS element (for citing)
Total Program Service Expenses$0TotalProgramServiceExpensesAmt
Info In Schedule O Part IVYes (X)InfoInScheduleOPartIVInd

Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (12 entries)

TitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
HARRY BURGESS
DIRECTOR2.00$0$0$0
STEVE BUELOW
DIRECTOR2.00$0$0$0
CAROL CLARK
DIRECTOR2.00$0$0$0
MICHELINE DEVAURS
DIRECTOR2.00$0$0$0
STEPHANIE GARCIA RICHARD
DIRECTOR2.00$0$0$0
JOHN GULAS
CHAIR2.00$0$0$0
JIM HALL
VICE CHAIR2.00$0$0$0
LAURA HAMILTON
DIRECTOR2.00$0$0$0
DAVID HORPEDAHL
DIRECTOR2.00$0$0$0
DAVID JOLLY
PAST CHAIR2.00$0$0$0
LIDDIE MARTINEZ
DIRECTOR2.00$0$0$0
HEATHER MCCLEAHAN
SECRETARY2.00$0$0$0
FieldValueIRS element (for citing)
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Chg Made To Orgnzng Doc Not Rpt0ChgMadeToOrgnzngDocNotRptInd
Organization Had UBI0OrganizationHadUBIInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Direct Indirect Pltcl Expend$0DirectIndirectPltclExpendAmt
Made Loans To From Officers0MadeLoansToFromOfficersInd
Tax Imposed Under IRC4911$0TaxImposedUnderIRC4911Amt
Tax Imposed Under IRC4912$0TaxImposedUnderIRC4912Amt
Tax Imposed Under IRC4955$0TaxImposedUnderIRC4955Amt
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
Tax Imposed On Organization Mgr$0TaxImposedOnOrganizationMgrAmt
Tax Reimbursed By Organization$0TaxReimbursedByOrganizationAmt
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JOHN GULASBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1190 CENTRAL PARK SQUAREAddressLine1Txt
CityLOS ALAMOSCityNm
State AbbreviationNMStateAbbreviationCd
ZIP87544ZIPCd
FieldValueIRS element (for citing)
Phone5056620001PhoneNum
FieldValueIRS element (for citing)
Foreign Financial Account0ForeignFinancialAccountInd
Foreign Office0ForeignOfficeInd
Donor Advised Fnds0DonorAdvisedFndsInd
Operate Hospital0OperateHospitalInd
Tanning Services Provided0TanningServicesProvidedInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
School Operating0SchoolOperatingInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Part VI Of Comp Of Hghst Pd EmplNONEPartVIOfCompOfHghstPdEmplTxt
Part VI Hghst Pd Cntrct Prof SrvcNONEPartVIHghstPdCntrctProfSrvcTxt
Filed Schedule AYes (1)FiledScheduleAInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type1Yes (X)SupportingOrgType1Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1LOS ALAMOS COMMERCE & DEVELOMENT CORPBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN850309387EIN
Organization Type10OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$0SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$0SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C456Yes (1)SupportedOrgSectionC456Ind
Supported Org QualifiedYes (1)SupportedOrgQualifiedInd
Suprt Exclusively Sec170c2 BYes (1)SuprtExclusivelySec170c2BInd
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

FieldValueIRS element (for citing)
Power Appoint Majority Dir TrstYes (1)PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org0OperateBenefitNonSuprtOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, SECTION A, LINE 3B:LA INSTITUTES REVIEWED LOS ALAMOS COMMERCE & DEVELOPMENT CORPORATION'S (LACDC) DETERMINATION LETTER AND THE PRO FORMA SCHEDULE A, PART III. THE DETERMATION LETTER CLEARLY STATES LACDC IS A SECTION 501(C)(6) ORGANIZATION. LACDC'S PRO FORMA SCHEDULE A, PART III CALCULATES THE SUPPORT PERCENTAGE AS 99.88%.
PART IV, SECTION A, LINE 3C:LACDC'S MISSION IS TO PROMOTE AND DEVELOPE COMMERCIAL BUSINESS WITHIN THE LOS ALAMOS COUNTY AREA. THIS IS ACCOMPPLISHED BY OPERATING SMALL BUSINESS CENTERS, CHAMBER OF COMMERCE, EDUCATIONAL PROGRAMS AND TOURISM PROMOTIONS.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOMEDESCRIPTION: INTEREST INCOME. AMOUNT: 3.
FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSESDESCRIPTION: OFFICE. AMOUNT: 60. DESCRIPTION: TAXES. AMOUNT: 600. TOTAL TO FORM 990-EZ, LINE 16: 660.
FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIESDESCRIPTION: INTERCOMPANY. BEG. OF YEAR AMOUNT: 92,040. END OF YEAR AMOUNT: 94,857. DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 9,569. END OF YEAR AMOUNT: 9,569.

Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl

FieldValueIRS element (for citing)
DeclarationTHE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.DeclarationDesc

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