2018-11-14T14:58:08-06:00 2017-12-31 910189318 MOSS ADAMS LLP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2017-01-01 742853972 LOS ALAMOS NATIONAL LABORATORY FOUNDATION LOSA 5057538890 1112 PLAZA DEL NORTE ESPANOLA NM 87532 WILLARD BILL WADT TREASURER 5057538890 2018-11-14 1 PAMELA ALEXANDERSON P01218925 5058787200 2018-11-08 12.129.7.100 2018-11-14 10:13:13 MS P 3080F841D16728F1600149D9F473ACA5DC9A8F8B 1DB225FFB1E6FCFD7E8183C65AE3D679C8B080BC 2017 2019-02-21 02:37:17Z JENNIFER M PARKS 1112 PLAZA DEL NORTE ESPANOLA NM 87532 6452657 0 X WWW.LANLFOUNDATION.ORG X 1997 NM OUR MISSION IS TO INSPIRE EXCELLENCE IN EDUCATION AND LEARNING IN NORTHERN NEW MEXICO. 18 18 25 75 -1615 -1615 832861 1284675 176903 12176 2050915 3632130 25000 -1662 3085679 4927319 684740 1450751 0 0 1405206 1740419 0 0 157026 2050975 775430 4140921 3966600 -1055242 960719 78577658 87203994 1205362 1348192 77372296 85855802 OUR MISSION IS TO INSPIRE EXCELLENCE IN EDUCATION AND LEARNING IN NORTHERN NEW MEXICO THROUGH INNOVATIVE PROGRAMMING, COLLABORATION AND ADVOCACY. 0 0 2470137 599698 12176 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. 547167 547167 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. 303886 303886 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. 3321190 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 87 0 1 25 1 1 1 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NM X X MIHAELA POPA-SIMIL 5057538890 1112 PLAZA DEL NORTE ESPANOLA NM 87532 NAN SAUER PRESIDENT 2.00 X X 0 0 0 HERVEY JURIS VICE PRESIDENT 2.00 X X 0 0 0 KATHRYN HARRIS TIJERINA SECRETARY 2.00 X X 0 0 0 WILLARD BILL WADT TREASURER 2.00 X X 0 0 0 ELMER TORRES AT-LARGE 2.00 X X 0 0 0 CHARLES MCMILLAN EX OFFICIO 1.00 X 0 0 0 AMBROSE BAROS MEMBER-AT-LARGE 1.00 X 0 0 0 BILLIE BLAIR MEMBER-AT-LARGE 1.00 X 0 0 0 KIMBERLY BUDIL MEMBER-AT-LARGE 1.00 X 0 0 0 ROBERT D COOMBE MEMBER-AT-LARGE 1.00 X 0 0 0 JAN GOODWIN MEMBER-AT-LARGE 1.00 X 0 0 0 JOHN GULAS MEMBER-AT-LARGE 1.00 X 0 0 0 BARRY HERSKOWITZ MEMBER-AT-LARGE 1.00 X 0 0 0 JEANNIE OAKES MEMBER-AT-LARGE 1.00 X 0 0 0 JAMES OWEN MEMBER-AT-LARGE 1.00 X 0 0 0 ANDREA ROMERO MEMBER-AT-LARGE 1.00 X 0 0 0 DENISE THRONAS MEMBER-AT-LARGE 1.00 X 0 0 0 PATRICIA TRUJILLO MEMBER-AT-LARGE 1.00 X 0 0 0 JENNIFER M PARKS CEO 40.00 X 168317 0 23980 MIHAELA POPA-SIMIL VP FINANCE & OPERATIONS 40.00 X 96332 0 29756 264649 0 53736 1 0 1 0 1 1284675 8053 1284675 SCIENCE KIT REIMBURSEMENT 900099 12176 12176 12176 665391 665391 16700 18362 -1662 -1662 -1615 -47 4473715 1506976 2966739 2966739 2966739 4927319 12176 -1615 3632083 903584 903584 547167 547167 328046 144186 152941 30919 1069889 888665 127300 53924 39743 29847 7551 2345 198572 149127 37729 11716 104169 78231 19792 6146 4187 652 3535 38064 28586 7232 2246 206 206 203851 148254 43589 12008 9391 6656 2735 101454 80038 16201 5215 19702 15537 3003 1162 131938 99086 25068 7784 96813 84468 4545 7800 44229 32220 11697 312 53578 40237 3161 10180 36341 27292 6905 2144 4150 3117 245 788 PROFESSIONAL DEVELOPMEN 12290 5608 5634 1048 MEMBERSHIP DUES 9799 1769 7945 85 SUBSCRIPTIONS 5243 3507 1329 407 REPAIRS & MAINTENANCE 4194 3150 247 797 3966600 3321190 488384 157026 99064 129082 1358252 4552076 188997 225020 2684 700 1249 10955 2115587 953299 1196951 1162288 75730461 81123873 78577658 87203994 198592 344465 14957 15957 5767 25700 982476 961372 3570 698 1205362 1348192 X 1196714 1544496 32507449 40425027 43668133 43886279 77372296 85855802 78577658 87203994 960719 7522787 0 X 0 1 X 1 0 X 3307075 2296603 1065284 832861 1284675 8786498 3307075 2296603 1065284 832861 1284675 8786498 3362856 5423642 728839 762717 647743 663976 665853 3469128 12255626 421998 0.44250 0.49730 X 206 206 3864550 3864756 343238 85810 0 0 371724 321694 357046 343238 1393702 2090553 206 206 92931 80424 89262 85810 348427 522641 73426298 218146 11142213 3471215 81315442 72299136 104124 4289901 3266863 73426298 72943733 90742 1715147 2450486 72299136 68976175 155761 5600598 1788801 72943733 61484811 62480 9241984 1813100 68976175 0.54000 0.46000 1 0 165711 165711 1308813 354233 954580 641063 599066 41997 1162288 ENDOWMENT POOL MANAGED BY UNIV OF CALIFORNIA 80843873 F TCC STOCK 280000 F 81123873 SECURITY DEPOSIT 698 698 X 12468470 7522789 7522789 4945681 -18362 -18362 4927319 3984962 0 3984962 -18362 -18362 3966600 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. 1 SANTA FE COMMUNITY FOUNDATION 501 HALONA ST SANTA FE NM 87505 850303044 501(C)(3) 5000 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) 20000 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) 10000 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) 5000 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) 58482 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) 20000 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 LOMAS NE STE 2200 MSC 01 1247 1 UNI ALBUQUERQUE NM 87131 856000642 18000 SUPPORT WORK WITH TRIBAL COMMUNITIES AND INDIGENOUS EDUCATION ENTITIES IN NORTHERN NEW MEXICO. COMMUNITY LEARNING NETWORK PO BOX 33423 SANTA FE NM 87594 472654167 501(C)(3) 10000 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) 6132 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) 14250 TO ACCRUE EXPENSES FOR 10 ESPANOLA PUBLIC SCHOOL TEACHERS FOR NATIONAL BOARD CERTIFCATION. 10 0 SCHOLARSHIPS 349 547167 PART I, LINE 2: 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. X X X 0 0 0 0 0 0 0 1 0 JENNIFER M PARKS CEO 166678 0 1639 0 0 0 8618 0 15362 0 192297 0 0 0 PART I, LINE 7 THE ORGANIZATION AWARDS BONUSES FOR MEETING COMPANY GOALS. 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. BUILDING EQUITY LLC 1112 PLAZA DEL NORTE ESPANOLA NM 87532 208699677 OPERATE BUILDING OCCUPIED BY FOUNDATION & ONE OTHER TENANT NM 109320 1159544 LANL FOUNDATION