2018-11-15T16:41:21-06:00 2017-12-31 850219147 PULAKOS CPAS PC 5921 JEFFERSON STREET NE ALBUQUERQUE NM 87109 990 2017-01-01 850455682 COMMUNITY FOUNDATION OF SOUTHERN NEW MEXICO COMM 5755214794 2600 EL PASEO RD LAS CRUCES NM 88001 TERRA WINTER EXECUTIVE DIRECTOR 5755214794 2018-11-14 1 JAMES M HAYNES P00075331 5053381500 23.31.114.185 2018-11-14 14:06:37 MS P 96A8D68A065E396CE3ABE4E85476C6EA8F37D5E5 DE9658A2A69B1A15A09A25E1523F431366D94FDC 2017 2019-02-21 02:37:17Z TERRA WINTER 2600 EL PASEO RD LAS CRUCES NM 88001 12505723 0 X WWW.CFSNM.ORG X 1999 NM TO SERVE AS A RESOURCE LINKING DONORS WITH COMMUNITY NEEDS AND TO BUILD PERMANENT FUNDS - ENDOWMENTS - ESPECIALLY BENEFITTING FROM THE TRANSFER OF WEALTH FROM ONE GENERATION TO THE NEXT. 9 9 7 28 0 0 1388198 1307925 124232 139959 491301 842480 158717 5970 2162448 2296334 628583 1664576 0 0 319911 221126 0 0 -321 672037 425804 1620531 2311506 541917 -15172 15613094 14917838 868973 973217 14744121 13944621 TO SERVE AS A RESOURCE LINKING DONORS WITH COMMUNITY NEEDS AND TO BUILD PERMANENT FUNDS-ENDOWMENTS-ESPECIALLY BENEFITTING FROM THE TRANSFER OF WEALTH FROM ONE GENERATION TO THE NEXT. 0 0 2130298 1664576 139959 TO SUPPORT COMMUNITY PROJECTS AND ASSIST NON PROFIT ORGANIZATIONS OF SOUTHERN NEW MEXICO. 2130298 1 1 0 0 0 1 0 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 34 0 7 1 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 NM X COMMUNITY FOUNDATION OF SOUTHERN NEW MEXICO 5755214794 2600 EL PASEO RD LAS CRUCES NM 88001 KEN BINKLEY DIRECTOR 5.00 X 0 0 0 GEORGE VESCOVO DIRECTOR 5.00 X 0 0 0 MELLOW HONEK DIRECTOR TO MARCH 2017 5.00 X 0 0 0 ROD REYES DIRECTOR 5.00 X 0 0 0 SABRINA MARTIN DIRECTOR 5.00 X 0 0 0 RACHEL CORONA DIRECTOR 5.00 X 0 0 0 AMMU DEVASTHALI SECRETARY 5.00 X X 0 0 0 JEREMY SETTLES PAST PRESIDENT 5.00 X X 0 0 0 ABEL COVARRUBIAS VICE PRESIDENT 5.00 X X 0 0 0 RICHARD WILLIAMS PRESIDENT 5.00 X X 0 0 0 JEN CERVANTES EXECUTIVE DIRECTOR TO JUNE 2017 40.00 X 43506 0 0 TERRA WINTER EXECUTIVE DIRECTOR FROM JUNE 2017 40.00 X 61923 0 0 105429 0 0 0 0 0 0 0 71618 1236307 1307925 MANAGEMENT FEE INCOME 541610 139959 139959 139959 180116 180116 10816704 10154340 662364 662364 662364 44371 71618 55049 -10678 -10678 OTHER INCOME 900099 16648 16648 16648 2296334 139959 0 848450 1644127 1644127 20449 20449 105429 80126 15814 9489 97870 74381 14681 8808 17827 13549 2674 1604 7447 5660 1117 670 23299 17707 3495 2097 32093 32093 210498 108070 89630 12798 6831 5191 1025 615 24268 18441 3640 2187 18109 13763 2716 1630 30480 23165 4572 2743 615 468 92 55 15308 11634 2296 1378 1308 996 197 115 24333 18493 3650 2190 COMMUNITY EVENTS 64240 57816 0 6424 POSTAGE, PRINTING, AND 7560 5746 1134 680 RENTAL AND MAINTENANCE 6433 4889 965 579 TELEPHONE 4443 3377 666 400 -51461 2250 1072 -54783 2311506 2130298 181529 -321 594514 1223630 976516 68995 141500 741264 107450 101785 4903 2183 3507416 2720 9847627 9971791 438071 2807653 15613094 14917838 17469 30807 851504 942410 868973 973217 X 6737256 5671095 1673579 946522 6333286 7327004 14744121 13944621 15613094 14917838 X -15172 305027 7326 -1096681 X X 0 1 X 1 0 X 1461428 1327673 1577057 1388198 1307925 7062281 1461428 1327673 1577057 1388198 1307925 7062281 1722397 5339884 440651 402234 414062 208112 180116 1645175 147364 177229 166957 192859 184330 868739 9576195 0.55760 0.57900 X 41 129783 25532 942410 1 1 125838 X X 0 0 1 X 8565163 998968 -110413 231308 9222410 8421035 128364 481396 465632 8565163 8679999 104575 -149991 213548 8421035 8331119 1071815 -119124 603811 8679999 7360975 191362 1224860 446078 8331119 0.20200 0.00360 0.79440 0 0 4903 2183 2720 2720 CASH SURRENDER VALUE OF LIFE INSURANCE 53102 BENEFICIAL INTEREST IN REMAINDER TRUSTS 116970 FINE ART 125838 LAND HELD FOR SALE 62400 OTHER ASSETS 950 BUILDING HELD FOR SALE 2448393 2807653 ENDOWMENTS HELD FOR AGENCIES 942410 942410 X 1534962 305027 7326 -1041632 -729279 2264241 32093 32093 2296334 2334462 55049 55049 2279413 32093 32093 2311506 PART III, LINE 1A: DONATED FINE ART (PAINTING, PRINTS, PHOTOGRAPHS) RECEIVED ARE RECORDED AT FAIR MARKET VALUE AT TIME OF DONATION. THESE ASSETS ARE PRESENTED AS OTHER ASSETS AS THEY ARE NOT FOR SALE AT THE PRESENT TIME. PART IV, LINE 2B: CFSNM HOLDS FUNDS ON BEHALF OF VARIOUS NON-PROFIT ORGANIZATIONS IN ORDER TO MAXIMIZE THE RETURN ON THE INVESTMENT OF THE INDIVIDUAL ORGANIZATIONS. PART V, LINE 4: TO PRESERVE THE INVESTMENT AND USE THE INCOME TO ACHIEVE THE PURPOSE OF THE ORGANIZATION. PART X, LINE 2: THE FOUNDATION IS A NON-PROFIT CORPORATION AND QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. AS SUCH, ITS NORMAL ACTIVITIES DO NOT RESULT IN ANY INCOME TAX LIABILITY. THE FOUNDATION HAS ADOPTED ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA AS THEY RELATE TO UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2017 AND 2016. ANY INTEREST AND PENALTIES RECOGNIZED ASSOCIATED WITH A TAX POSITION WOULD BE CLASSIFIED AS CURRENT IN THE FOUNDATION'S FINANCIAL STATEMENTS. NO INTEREST OR PENALTIES WERE RECORDED IN 2017 OR 2016. CURRENTLY THE FOUNDATION'S 2014, 2015, AND 2016 TAX YEARS ARE OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND NEW MEXICO TAXATION AND REVENUE DEPARTMENT. HOWEVER, THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT, NOR HAS THE FOUNDATION BEEN CONTACTED BY ANY OF THESE JURISDICTIONS. BASED ON THE EVALUATION OF THE FOUNDATION'S TAX POSITIONS, MANAGEMENT BELIEVES ALL POSITIONS TAKEN WOULD BE UPHELD UNDER AN EXAMINATION. THEREFORE, NO PROVISION FOR THE EFFECTS OF UNCERTAIN INCOME TAXES HAS BEEN RECORDED FOR THE YEARS ENDED DECEMBER 31, 2017 AND 2016. PART XI, LINE 2D - OTHER ADJUSTMENTS: PRESENT VALUE ADJUSTMENT FOR BENEFICIAL INTEREST IN REMAINDER TRUSTS -112. PRESENT VALUE ADJUSTMENT FOR ASSETS HELD FOR SALE -1,066,010. PRESENT VALUE ADJUSTMENT FOR ARTWORK -36,756. PRESENT VALUE ADJUSTMENT FOR CRT OBLIGATION -3,284. PRESENT VALUE ADJUSTMENT LIFE INSURANCE 9,481. FUNDRAISING EXPENSES 55,049. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 55,049. GALA 91537 62618 28919 22050 900 13788 ESTATE PLANNING SEMINAR 24452 9000 15452 7255 490 6440 4126 115989 71618 44371 7255 22540 7340 17914 55049 -10678 1 BIG BROTHERS BIG SISTERS MOUNTAIN REGION 1229 S SAINT FRANCIS DR STE C SANTA FE NM 87505 850276498 501(C)(3) 7500 GENERAL SUPPORT BROKEN PROMISES SW PO BOX 13263 LAS CRUCES NM 88013 272787503 501(C)(3) 29113 GENERAL SUPPORT CASA DE PEREGRINOS INC 999 W AMADOR AVE LAS CRUCES NM 88005 850312057 501(C)(3) 9000 GENERAL SUPPORT CENTER FOR CIVIC POLICY PO BOX 27616 ALBUQUERQUE NM 87125 010869701 501(C)(3) 50000 GENERAL SUPPORT SANTA FE COMMUNITY FOUNDATION PO BOX SANTA FE NM 87504 850303044 501(C)(3) 25000 GENERAL SUPPORT CHILDREN'S READING ALLIANCE 3880 FOOTHILLS RD SUITE A LAS CRUCES NM 88011 274669924 501(C)(3) 19683 GENERAL SUPPORT COMBAT VETERANS MOTORCYCLE ASSOCIATION 11 EAST KANSAS STREET LIBERTY MO 64065 431426362 501(C)(3) 11085 GENERAL SUPPORT COMMUNITY ACTION AGENCY OF SOUTHERN NEW MEXICO 3880 FOOTHILLS RD SUITE A LAS CRUCES NM 88011 850196070 501(C)(3) 35284 GENERAL SUPPORT DONA ANA COMMUNITY COLLEGE 3400 ESPINA ST LAS CRUCES NM 88003 EDUCATION PROGRAM 96025 GENERAL SUPPORT DYSLEXIA INSTITUTE OF SOUTHERN NEW MEXICO 2376 CHEYENNE DR LAS CRUCES NM 88011 263295331 501(C)(3) 10000 GENERAL SUPPORT EL CENTRO DE IGUALDAD Y DERECHOS 714 4TH STREET SW ALBUQUERQUE NM 87102 264675255 501(C)(3) 25000 GENERAL SUPPORT GOLF FOUNDATION OF OTERO COUNTY INC 2531 HAMILTON ROAD ALAMAGORDO NM 88310 200370982 501(C)(3) 8000 GENERAL SUPPORT HEALTH ACTION NEW MEXICO 3700 OSUNA RD NE STE 504 ALBUQUERQUE NM 87109 850481860 501(C)(3) 5280 GENERAL SUPPORT HONOR FLIGHT OF SOUTHERN NEW MEXICO PO BOX 14017 LAS CRUCES NM 88013 474559150 501(C)(3) 10075 GENERAL SUPPORT IMAGINATION LIBRARY OF GRANT COUNTY INC 2529 CECELIA ST SILVER CITY NM 88061 452378178 501(C)(3) 10000 GENERAL SUPPORT JPAUL TAYLOR ACADEMY FOUNDATION INC 402 W COURT AVE BLDG 2 LAS CRUCES NM 88005 452668258 501(C)(3) 37944 GENERAL SUPPORT JARDIN DE LOS NINOS 1300-G EL PASEO PMB 272 LAS CRUCES NM 88001 850431095 501(C)(3) 7690 GENERAL SUPPORT KALEIDOSCOPE CREATES 710 S SAN PEDRO ST LAS CRUCES NM 88001 813402554 501(C)(3) 12705 GENERAL SUPPORT LAS CRUCES SYMPHONY SOCIETY PO BOX 1622 LAS CRUCES NM 88004 850242792 501(C)(3) 8000 GENERAL SUPPORT MESILLA VALLEY CASA INC 102 WYATT DR LAS CRUCES NM 88005 850414608 501(C)(3) 10900 GENERAL SUPPORT NEW MEXICO CENTER ON LAW AND POVERTY 924 PARK AVE SW SUITE C ALBUQUERQUE NM 87102 850437960 501(C)(3) 25000 GENERAL SUPPORT NEW MEXICO IMMIGRANT LAW CENTER PO BOX 7040 ALBUQUERQUE NM 871947040 273303237 501(C)(3) 50000 GENERAL SUPPORT NEW MEXICO SCHOOL FOR THE BLIND AND VISUALLY IMPAIRED FOUNDATION 1900 N WHITE SANDS BLVD ALAMAGORDO NM 88310 850298659 501(C)(3) 10425 GENERAL SUPPORT NEW MEXICO STATE UNIVERSITY 1780 E UNIVERSITY AVE LAS CRUCES NM 88003 EDUCATION PROGRAM 880293 GENERAL SUPPORT PARTNERSHIP FOR COMMUNITY ACTION 722 ISLETA BLVD SW ALBUQUERQUE NM 87105 311815692 501(C)(3) 25000 GENERAL SUPPORT SAM HOUSTON STATE UNIVERSITY 1905 UNIVERSITY AVE HUNTSVILLE TX 77340 EDUCATION PROGRAM 6060 GENERAL SUPPORT SOUTHWEST ENVIRONMENTAL CENTER 275 NORTH MAIN ST LAS CRUCES NM 88001 850403860 501(C)(3) 11481 GENERAL SUPPORT UNIVERSITY OF NEW MEXICO 1 UNIVERSITY OF NEW MEXICO ALBUQUERQUE NM 87131 EDUCATION PROGRAM 25000 GENERAL SUPPORT 24 4 COLLEGE SCHOLARSHIPS 18 20449 PART I, LINE 2: THE CFSNM PERFORMS DUE DILIGENCE TO ENSURE THAT GRANTS WILL BE USED FOR CHARITABLE PURPOSES AND FOR THE PURPOSE INTENDED. RECIPIENT ORGANIZATIONS ARE REQUIRED TO PROVIDE DOCUMENTATION CONFIRMING THAT GRANT FUNDS WERE USED FOR THE PURPOSE INTENDED. KEN BINKLEY BOARD MEMBER 6818 MARKETING: KEN BINKLEY IS ONE OF THE OWNERS OF WILSON BINKLEY ADVERTISING. FOUNDATION CONTRACTS ADVERTISING SERVICES FOR A TOTAL ANNUAL AMOUNT OF $6,818. 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE AUDITED FINANCIAL STATEMENTS ARE REVIEWED AND APPROVED BY THE BOARD. DUE TO TIMING CONSTRAINTS, A COPY OF THE 990 WILL BE DISTRIBUTED TO THE BOARD AFTER FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS REQUIRED TO REVIEW THE POLICY AND REPORT ANY CONFLICTS. ANNUALLY, EACH BOARD MEMBER IS REQUIRED TO SIGN A STATEMENT INDICATING THE POLICY HAS BEEN REVIEWED. ANY CONFLICTS ARE REPORTED. THIS IS NORMALLY DONE AT THE MEETING CLOSEST TO JANUARY 1 OF EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15 THE COMMUNITY FOUNDATION HAS A POLICY/PROCESS FOR DETERMINING COMPENSATION THAT STATES: "THE PROCESS INCLUDES ALL THREE ELEMENTS: 1) REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS; 2) USE OF DATA AS TO COMPARABLE COMPENSATION; AND 3) CONTEMPORANEOUS DOCUMENTATION AND RECORD KEEPING" FORM 990, PART VI, SECTION C, LINE 19 A COPY OF THE GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, AND 990 CAN BE REQUESTED BY CONTACTING THE ORGANIZATION. FORM 990, PART XI, LINE 9: PRESENT VALUE ADJUSTMENT FOR BENEFICIAL INTEREST IN REMAINDER TRUSTS -112. PRESENT VALUE ADJUSTMENT FOR ASSETS HELD FOR SALE -1,066,010. PRESENT VALUE ADJUSTMENT FOR ARTWORK -36,756. PRESENT VALUE ADJUSTMENT FOR CRT OBLIGATION -3,284. CHANGE IN VALUE OF LIFE INSURANCE 9,481. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.