LOS ALAMOS NATIONAL LABORATORY FOUNDATION: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- LOS ALAMOS NATIONAL LABORATORY FOUNDATION (EIN 74-2853972)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-14
- IRS object ID
- 201823189349308372
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-14T14:58:08-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6565 AMERICAS PARKWAY NE STE 600 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742853972 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOS ALAMOS NATIONAL LABORATORY | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOSA | BusinessNameControlTxt |
| Phone | 5057538890 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1112 PLAZA DEL NORTE | AddressLine1Txt |
| City | ESPANOLA | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87532 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLARD BILL WADT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5057538890 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAMELA ALEXANDERSON | PreparerPersonNm |
| PTIN | P01218925 | PTIN |
| Phone | 5058787200 | PhoneNum |
| Preparation | 2018-11-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.7.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 10:13:13 | IPTm |
| IP Timezone | MS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3080F841D16728F1600149D9F473ACA5DC9A8F8B | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1DB225FFB1E6FCFD7E8183C65AE3D679C8B080BC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JENNIFER M PARKS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1112 PLAZA DEL NORTE | AddressLine1Txt |
| City | ESPANOLA | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87532 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $6,452,657 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LANLFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Activity Or Mission | OUR MISSION IS TO INSPIRE EXCELLENCE IN EDUCATION AND LEARNING IN NORTHERN NEW MEXICO. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 25 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | -$1,615 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,615 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $832,861 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,284,675 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $176,903 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,176 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,050,915 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,632,130 | CYInvestmentIncomeAmt |
| PY Other Revenue | $25,000 | PYOtherRevenueAmt |
| CY Other Revenue | -$1,662 | CYOtherRevenueAmt |
| PY Total Revenue | $3,085,679 | PYTotalRevenueAmt |
| CY Total Revenue | $4,927,319 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $684,740 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,450,751 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,405,206 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,740,419 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $157,026 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,050,975 | PYOtherExpensesAmt |
| CY Other Expenses | $775,430 | CYOtherExpensesAmt |
| PY Total Expenses | $4,140,921 | PYTotalExpensesAmt |
| CY Total Expenses | $3,966,600 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,055,242 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $960,719 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $78,577,658 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,203,994 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,205,362 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,348,192 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $77,372,296 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $85,855,802 | NetAssetsOrFundBalancesEOYAmt |
| Mission | OUR MISSION IS TO INSPIRE EXCELLENCE IN EDUCATION AND LEARNING IN NORTHERN NEW MEXICO THROUGH INNOVATIVE PROGRAMMING, COLLABORATION AND ADVOCACY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,470,137 | ExpenseAmt |
| Grant | $599,698 | GrantAmt |
| Revenue | $12,176 | RevenueAmt |
| Desc | INQUIRY SCIENCE EDUCATION CONSORTIUM (ISEC) - THE LANL FOUNDATION USED FUNDS TO SUPPORT PUBLIC SCHOOLS IN SEVEN COUNTIES IN NORTHERN NEW MEXICO: LOS ALAMOS, MORA, RIO ARRIBA, SANDOVAL, SAN MIGUEL, SANTA FE, AND TAOS. THROUGH ISEC WE PROVIDED K-6TH GRADE WORLD-CLASS SCIENCE CURRICULUM, MATERIALS AND QUALITY PROFESSIONAL DEVELOPMENT TO TEACHERS THROUGH THE INQUIRY SCIENCE EDUCATION CONSORTIUM, A STEM INITIATIVE THAT SERVED 8 SCHOOL DISTRICTS AND 2 PUEBLOS, 570 TEACHERS AND 11,000 STUDENTS. OUR K-12 PROGRAM AND GRANTS SUPPORTS TEACHERS AND PROGRAMS FOR THE SOCIAL AND EMOTIONAL WELL BEING OF OUR STUDENTS AND OTHER STEM RELATED AND COMMUNITY PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $547,167 | ExpenseAmt |
| Grant | $547,167 | GrantAmt |
| Desc | SCHOLARSHIPS - A VARIETY OF ACADEMIC SCHOLARSHIPS ARE PROVIDED TO STUDENTS PURSUING UNDERGRADUATE DEGREES OR CONTINUING THEIR EDUCATION AT REGIONAL COLLEGES TOWARD DEGREES OR CERTIFICATIONS. THIS IS THE LARGEST SCHOLARSHIP POOL IN NORTHERN NEW MEXICO, AND EACH YEAR, THE MONEY IS RAISED PRIMARILY FROM LOS ALAMOS NATIONAL LABORATORY (LANL) EMPLOYEES, RETIREES AND CONTRACTORS. ALL SCHOLARSHIP RECIPIENTS LIVE IN ONE OF THE SEVEN NORTHERN NEW MEXICO COUNTIES OF LOS ALAMOS, MORA, SANTA FE, RIO ARRIBA, SAN MIGUEL, SANDOVAL AND TAOS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $303,886 | ExpenseAmt |
| Grant | $303,886 | GrantAmt |
| Desc | EARLY CHILDHOOD - OUR FUNDS WERE ALSO INVESTED IN CHILDREN AND FAMILIES THROUGH HOME VISITING PROGRAMS THAT PROVIDE EARLY EDUCATION AND STRENGTHEN THE ROLE OF PARENTS AND CAREGIVERS AS THE CHILD'S FIRST TEACHERS. WE ALSO WORK WITH THE EIGHT NORTHERN INDIAN PUEBLO COUNCIL AND EIGHT NORTHERN PUEBLOS TO SUPPORT AND ASSESS FACULTY AND CHILD SUPPORT IN EACH PUEBLO. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,321,190 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 87 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 25 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIHAELA POPA-SIMIL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5057538890 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1112 PLAZA DEL NORTE | AddressLine1Txt |
| City | ESPANOLA | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87532 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| NAN SAUER | ||||||
| PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| HERVEY JURIS | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KATHRYN HARRIS TIJERINA | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLARD BILL WADT | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ELMER TORRES | ||||||
| AT-LARGE | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CHARLES MCMILLAN | ||||||
| EX OFFICIO | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMBROSE BAROS | ||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BILLIE BLAIR | ||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KIMBERLY BUDIL | ||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT D COOMBE | ||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAN GOODWIN | ||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN GULAS | ||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BARRY HERSKOWITZ | ||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEANNIE OAKES | ||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JAMES OWEN | ||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANDREA ROMERO | ||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DENISE THRONAS | ||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA TRUJILLO | ||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER M PARKS | ||||||
| CEO | 40.00 | Yes (X) | $168,317 | $0 | $23,980 | |
| MIHAELA POPA-SIMIL | ||||||
| VP FINANCE & OPERATIONS | 40.00 | Yes (X) | $96,332 | $0 | $29,756 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $264,649 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $53,736 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $1,284,675 | AllOtherContributionsAmt |
| Noncash Contributions | $8,053 | NoncashContributionsAmt |
| Total Contributions | $1,284,675 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SCIENCE KIT REIMBURSEMENT | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $12,176 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,176 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,176 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $665,391 | TotalRevenueColumnAmt |
| Exclusion | $665,391 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,700 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $18,362 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$1,662 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,662 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$1,615 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$47 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,473,715 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,506,976 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,966,739 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,966,739 | TotalRevenueColumnAmt |
| Exclusion | $2,966,739 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,927,319 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,176 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$1,615 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,632,083 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $903,584 | TotalAmt |
| Program Services | $903,584 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $547,167 | TotalAmt |
| Program Services | $547,167 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,046 | TotalAmt |
| Program Services | $144,186 | ProgramServicesAmt |
| Management And General | $152,941 | ManagementAndGeneralAmt |
| Fundraising | $30,919 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,069,889 | TotalAmt |
| Program Services | $888,665 | ProgramServicesAmt |
| Management And General | $127,300 | ManagementAndGeneralAmt |
| Fundraising | $53,924 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,743 | TotalAmt |
| Program Services | $29,847 | ProgramServicesAmt |
| Management And General | $7,551 | ManagementAndGeneralAmt |
| Fundraising | $2,345 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,572 | TotalAmt |
| Program Services | $149,127 | ProgramServicesAmt |
| Management And General | $37,729 | ManagementAndGeneralAmt |
| Fundraising | $11,716 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,169 | TotalAmt |
| Program Services | $78,231 | ProgramServicesAmt |
| Management And General | $19,792 | ManagementAndGeneralAmt |
| Fundraising | $6,146 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,187 | TotalAmt |
| Program Services | $652 | ProgramServicesAmt |
| Management And General | $3,535 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,064 | TotalAmt |
| Program Services | $28,586 | ProgramServicesAmt |
| Management And General | $7,232 | ManagementAndGeneralAmt |
| Fundraising | $2,246 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $206 | TotalAmt |
| Program Services | $206 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,851 | TotalAmt |
| Program Services | $148,254 | ProgramServicesAmt |
| Management And General | $43,589 | ManagementAndGeneralAmt |
| Fundraising | $12,008 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,391 | TotalAmt |
| Program Services | $6,656 | ProgramServicesAmt |
| Management And General | $2,735 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,454 | TotalAmt |
| Program Services | $80,038 | ProgramServicesAmt |
| Management And General | $16,201 | ManagementAndGeneralAmt |
| Fundraising | $5,215 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,702 | TotalAmt |
| Program Services | $15,537 | ProgramServicesAmt |
| Management And General | $3,003 | ManagementAndGeneralAmt |
| Fundraising | $1,162 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,938 | TotalAmt |
| Program Services | $99,086 | ProgramServicesAmt |
| Management And General | $25,068 | ManagementAndGeneralAmt |
| Fundraising | $7,784 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,813 | TotalAmt |
| Program Services | $84,468 | ProgramServicesAmt |
| Management And General | $4,545 | ManagementAndGeneralAmt |
| Fundraising | $7,800 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,229 | TotalAmt |
| Program Services | $32,220 | ProgramServicesAmt |
| Management And General | $11,697 | ManagementAndGeneralAmt |
| Fundraising | $312 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,578 | TotalAmt |
| Program Services | $40,237 | ProgramServicesAmt |
| Management And General | $3,161 | ManagementAndGeneralAmt |
| Fundraising | $10,180 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,341 | TotalAmt |
| Program Services | $27,292 | ProgramServicesAmt |
| Management And General | $6,905 | ManagementAndGeneralAmt |
| Fundraising | $2,144 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,150 | TotalAmt |
| Program Services | $3,117 | ProgramServicesAmt |
| Management And General | $245 | ManagementAndGeneralAmt |
| Fundraising | $788 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROFESSIONAL DEVELOPMEN | $12,290 | $5,608 | $5,634 | $1,048 |
| MEMBERSHIP DUES | $9,799 | $1,769 | $7,945 | $85 |
| SUBSCRIPTIONS | $5,243 | $3,507 | $1,329 | $407 |
| REPAIRS & MAINTENANCE | $4,194 | $3,150 | $247 | $797 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,966,600 | TotalAmt |
| Program Services | $3,321,190 | ProgramServicesAmt |
| Management And General | $488,384 | ManagementAndGeneralAmt |
| Fundraising | $157,026 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,064 | BOYAmt |
| EOY | $129,082 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,358,252 | BOYAmt |
| EOY | $4,552,076 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $188,997 | BOYAmt |
| EOY | $225,020 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,684 | BOYAmt |
| EOY | $700 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,249 | BOYAmt |
| EOY | $10,955 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,115,587 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $953,299 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,196,951 | BOYAmt |
| EOY | $1,162,288 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,730,461 | BOYAmt |
| EOY | $81,123,873 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,577,658 | BOYAmt |
| EOY | $87,203,994 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $198,592 | BOYAmt |
| EOY | $344,465 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,957 | BOYAmt |
| EOY | $15,957 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,767 | BOYAmt |
| EOY | $25,700 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $982,476 | BOYAmt |
| EOY | $961,372 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,570 | BOYAmt |
| EOY | $698 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,205,362 | BOYAmt |
| EOY | $1,348,192 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,196,714 | BOYAmt |
| EOY | $1,544,496 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,507,449 | BOYAmt |
| EOY | $40,425,027 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,668,133 | BOYAmt |
| EOY | $43,886,279 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,372,296 | BOYAmt |
| EOY | $85,855,802 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,577,658 | BOYAmt |
| EOY | $87,203,994 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $960,719 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,522,787 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,307,075 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,296,603 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,065,284 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $832,861 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,284,675 | CurrentTaxYearAmt |
| Total | $8,786,498 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,307,075 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,296,603 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,065,284 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $832,861 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,284,675 | CurrentTaxYearAmt |
| Total | $8,786,498 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,362,856 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,423,642 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $728,839 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $762,717 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $647,743 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $663,976 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $665,853 | CurrentTaxYearAmt |
| Total | $3,469,128 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $12,255,626 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $421,998 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.44250 | PublicSupportCY170Pct |
| Public Support PY170 | 0.49730 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $206 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $206 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,864,550 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,864,756 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $343,238 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $85,810 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $371,724 | CurrentYearMinus3Amt |
| Current Year Minus2 | $321,694 | CurrentYearMinus2Amt |
| Current Year Minus1 | $357,046 | CurrentYearMinus1Amt |
| Current Year | $343,238 | CurrentYearAmt |
| Total | $1,393,702 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,090,553 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $206 | CurrentYearAmt |
| Total | $206 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $92,931 | CurrentYearMinus3Amt |
| Current Year Minus2 | $80,424 | CurrentYearMinus2Amt |
| Current Year Minus1 | $89,262 | CurrentYearMinus1Amt |
| Current Year | $85,810 | CurrentYearAmt |
| Total | $348,427 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $522,641 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $73,426,298 | BeginningYearBalanceAmt |
| Contributions | $218,146 | ContributionsAmt |
| Investment Earnings Or Losses | $11,142,213 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,471,215 | GrantsOrScholarshipsAmt |
| End Year Balance | $81,315,442 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $72,299,136 | BeginningYearBalanceAmt |
| Contributions | $104,124 | ContributionsAmt |
| Investment Earnings Or Losses | $4,289,901 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,266,863 | GrantsOrScholarshipsAmt |
| End Year Balance | $73,426,298 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $72,943,733 | BeginningYearBalanceAmt |
| Contributions | $90,742 | ContributionsAmt |
| Investment Earnings Or Losses | $1,715,147 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,450,486 | GrantsOrScholarshipsAmt |
| End Year Balance | $72,299,136 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $68,976,175 | BeginningYearBalanceAmt |
| Contributions | $155,761 | ContributionsAmt |
| Investment Earnings Or Losses | $5,600,598 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,788,801 | GrantsOrScholarshipsAmt |
| End Year Balance | $72,943,733 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $61,484,811 | BeginningYearBalanceAmt |
| Contributions | $62,480 | ContributionsAmt |
| Investment Earnings Or Losses | $9,241,984 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,813,100 | GrantsOrScholarshipsAmt |
| End Year Balance | $68,976,175 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.54000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.46000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $165,711 | OtherCostOrOtherBasisAmt |
| Book Value | $165,711 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,308,813 | OtherCostOrOtherBasisAmt |
| Depreciation | $354,233 | DepreciationAmt |
| Book Value | $954,580 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $641,063 | OtherCostOrOtherBasisAmt |
| Depreciation | $599,066 | DepreciationAmt |
| Book Value | $41,997 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,162,288 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ENDOWMENT POOL MANAGED BY UNIV OF CALIFORNIA | $80,843,873 | F |
| TCC STOCK | $280,000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $81,123,873 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| Amt | $698 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $698 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,468,470 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,522,789 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $7,522,789 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,945,681 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$18,362 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$18,362 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,927,319 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,984,962 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,984,962 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$18,362 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$18,362 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,966,600 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | EDUCATIONAL ENRICHMENT ENDOWMENT IS TO PROVIDE SUSTAINING EDUCATIONAL SUPPORT IN THE NM COUNTIES IN THE VICINITY OF LOS ALAMOS NATIONAL LABORATORY. THE OTHER FIVE ENDOWMENTS ALL PROVIDE COMPETITIVELY AWARDED SCHOLARSHIPS TO COLLEGE STUDENTS IN ONE- TO FOUR-YEAR COMMITMENTS. |
| PART X, LINE 2: | THE FOUNDATION HAS ADOPTED THE PROVISIONS OF ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE FOUNDATION RECOGNIZES THE TAX (BENEFIT) EXPENSE FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITIONS WILL BE SUSTAINED ON EXAMINATION BY THE TAX AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. ANY SUCH TAX (BENEFIT) EXPENSE IS MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE FOUNDATION HAD NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2017 OR 2016. THE FOUNDATION FILES AN EXEMPT ORGANIZATION RETURN WITH THE INTERNAL REVENUE SERVICE (IRS). IT IS NOT A "PRIVATE FOUNDATION" FOR TAX PURPOSES. THE FOUNDATION HAD NO TAXABLE UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2017 AND 2016. ACCORDINGLY, A PROVISION FOR INCOME TAXES HAS NOT BEEN ESTABLISHED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -18,362. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -18,362. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| SANTA FE COMMUNITY FOUNDATION | ||||||||
| 501 HALONA ST | SANTA FE | NM | 87505 | 850303044 | 501(C)(3) | $5,000 | NMECFG SUPPORT ADVOCACY GRANTMAKING AND FUNDING EARLY CHILDHOOD BUSINESS PLAN FOR NM. | |
| MOVING ARTS ESPANOLA | ||||||||
| 68 NM-291 | ESPAOLA | NM | 87532 | 452459893 | 501(C)(3) | $20,000 | OPERATIONAL SUPPORT FOR KEY STAFFING TO SUSTAIN AND EXPAND K-12 EDUCATIONAL PROGRAMS (2 OF 3). | |
| THINK NEW MEXICO | ||||||||
| 1227 PASEO DE PERALTA | SANTA FE | NM | 87501 | 311611995 | 501(C)(3) | $10,000 | IMPROVING NEW MEXICO STATE EDUCATION BY REALLOCATING DOLLARS FROM ADMINISTRATION TO THE CLASSROOM | |
| NORTHERN NEW MEXICO COMMUNITY COLLEGE FOUNDATION | ||||||||
| 921 PASEO DE ONATE | ESPAOLA | NM | 87532 | 742835828 | 501(C)(3) | $5,000 | PROVIDE GALA FUNDING FOR NF COMMUNITY FUND WHICH PROVIDES CRITICAL SUPPORT FOR SSUPPORT FOR STUDENT SCHOLARSHIPS AND NNMC FACULTY, ESPECIALLY IN EDUCATION. | |
| CULTIVATING CODERS INC | ||||||||
| 219 CENTRAL AVE NW STE 200 | ALBUQUERQUE | NM | 87102 | 811235375 | 501(C)(3) | $58,482 | DELIVER AN 8-WEEK "FULL STACK" CODING CAMP FOR UP TO 12 STUDENTS IN COLLABORATION WITH ESPANOLA VALLEY HIGH SCHOOL AND OTHER PARTNERS. | |
| COMMUNITIES IN SCHOOLS NM AT SANTA FE | ||||||||
| PO BOX 367 | SANTA FE | NM | 87504 | 850481104 | 501(C)(3) | $20,000 | SUPPORT RIGOROUS, COMPREHENSIVE WRAP-AROUND SERVICES DESIGNED TO REMOVE SOCIO-ECONOMIC AND SOCIAL/EMOTIONAL BARRIERS AND OBSTACLES FOR 5,000 STUDENTS AGE 4-21. | |
| UNIVERSITY OF NEW MEXICO COE TEELP | ||||||||
| OFFICE OF SPONSORED PROJECTS 1700 | ALBUQUERQUE | NM | 87131 | 856000642 | $18,000 | SUPPORT WORK WITH TRIBAL COMMUNITIES AND INDIGENOUS EDUCATION ENTITIES IN NORTHERN NEW MEXICO. | LOMAS NE STE 2200 MSC 01 1247 1 UNI | |
| COMMUNITY LEARNING NETWORK | ||||||||
| PO BOX 33423 | SANTA FE | NM | 87594 | 472654167 | 501(C)(3) | $10,000 | FUND TECHHIRE DEVELOPER CATALYST PROGRAM TO SUPPORT TECH TRAINING AND CAREER AWARENESS STUDENTS IN FOUR REGIONAL HIGH SCHOOLS. | |
| ESPANOLA TECHHUB | ||||||||
| PO BOX 977 | ESPAOLA | NM | 87532 | 814637286 | 501(C)(3) | $6,132 | SUPPLEMENT MATH CIRCLE ACTIVITIES FOR TEACHERS AND STUDENTS IN NORTHERN NEW MEXICO. | |
| NATIONAL BOARD FOR PROFESSIONAL TEACHING | ||||||||
| 1525 WILSON BLVD NO 700 | ARLINGTON | VA | 22209 | 521512323 | 501(C)(3) | $14,250 | TO ACCRUE EXPENSES FOR 10 ESPANOLA PUBLIC SCHOOL TEACHERS FOR NATIONAL BOARD CERTIFCATION. | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 349 | RecipientCnt |
| Cash Grant | $547,167 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANTS AWARDED TO INDIVIDUALS ARE SCHOLARSHIPS THROUGH THE SCHOLARSHIP PROGRAM. THE CHECK IS WRITTEN ON THE UNIVERSITY/COLLEGE NAME WITH INFORMATION ON THE MEMO SO THEY CAN IDENTIFY THE STUDENT AND IT IS AWARDED TO COVER TUITION. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER M PARKS | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $166,678 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $1,639 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $8,618 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $15,362 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $192,297 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION AWARDS BONUSES FOR MEETING COMPANY GOALS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A DRAFT IS SENT BY EMAIL TO ALL BOARD MEMBERS FOR THEIR INFORMATION AND REVIEW. BASED ON RECOMMENDATIONS FROM THE FINANCE COMMITTEE AND ANY INPUT FROM OTHER BOARD MEMBERS, THE BOARD APPROVES THE FORM 990 PRIOR TO FILING AND THE TREASURER IS AUTHORIZED TO SIGN IT ON BEHALF OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | AN ANNUAL REVIEW IS MADE BY THE BOARD OF THE CONFLICT OF INTEREST POLICY, AND MEMBERS ARE REQUIRED TO DISCLOSE ANY CONFLICTS OF INTEREST IF THEY ARISE DURING THE YEAR. A MEMBER WITH A CONFLICT WILL RECUSE HIM/HERSELF FROM VOTING. |
| FORM 990, PART VI, SECTION B, LINE 15 | IN CONSULTATION WITH THE CEO, THE EXECUTIVE COMMITTEE WILL ESTABLISH ANNUAL PERFORMANCE GOALS FOR THE CEO. THE EXECUTIVE COMMITTEE WILL EVALUATE THE ANNUAL PERFORMANCE OF THE CEO. THE EXECUTIVE COMMITTEE WILL REVIEW THE CEO'S PERFORMANCE SELF-ASSESSMENT AND PROVIDE INPUT TO THE PRESIDENT, WHO WILL DEVELOP THE ANNUAL PERFORMANCE EVALUATION. RESULTS OF THE PERFORMANCE EVALUATION WILL BE USED BY THE EXECUTIVE COMMITTEE TO SET ANNUAL COMPENSATION, INCLUDING SALARY AND BONUS CONSIDERATIONS. THE EXECUTIVE COMMITTEE WILL REVIEW OUTSIDE DATA FOR COMPARABLE SALARY AND COMPENSATION IN THE FIELD AND REGION WHEN CONSIDERING SALARY RAISES AND/OR BONUSES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUILDING EQUITY LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1112 PLAZA DEL NORTE | AddressLine1Txt |
| City | ESPANOLA | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87532 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208699677 | EIN |
| Primary Activities | OPERATE BUILDING OCCUPIED BY FOUNDATION & ONE OTHER TENANT | PrimaryActivitiesTxt |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Total Income | $109,320 | TotalIncomeAmt |
| End Of Year Assets | $1,159,544 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANL FOUNDATION | BusinessNameLine1Txt |
Comments