2017-11-15T16:59:31-06:00 2016-12-31 850219147 PULAKOS CPAS PC 5921 JEFFERSON STREET NE ALBUQUERQUE NM 87109 990 2016-01-01 850455682 COMMUNITY FOUNDATION OF SOUTHERN NEW MEXICO COMM 5755214794 2600 EL PASEO RD LAS CRUCES NM 88001 TERRA WINTER EXECUTIVE DIRECTOR 5755214794 2017-11-15 1 JAMES M HAYNES P00075331 5053381500 23.31.114.185 2017-11-15 14:42:31 MS P E07634CBAEC5FBB1ADF0A4D2F3F881999389CAF8 EA48996E73B7D6114A3F2FE139463AEFBB9A7105 2016 2021-01-29 14:40:06Z TERRA WINTER 2600 EL PASEO RD LAS CRUCES NM 88001 3022863 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. 12 12 12 0 0 0 1521830 1388198 111730 124232 121064 491301 719 158717 1755343 2162448 807513 628583 0 0 584780 319911 0 0 47362 832521 672037 2224814 1620531 -469471 541917 15538440 15613094 996240 868973 14542200 14744121 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 1341497 628583 124232 TO SUPPORT COMMUNITY PROJECTS AND ASSIST NON PROFIT ORGANIZATIONS OF SOUTHERN NEW MEXICO. 1341497 1 1 0 0 0 1 0 1 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 43 0 12 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 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 DIANA SEWARD DIRECTOR 5.00 X 0 0 0 ABEL COVARRUBIAS DIRECTOR 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 BETH FANT TREASURER 5.00 X X 0 0 0 JEREMY SETTLES PAST PRESIDENT 5.00 X X 0 0 0 MELLOW HONEK VICE PRESIDENT 5.00 X X 0 0 0 RICHARD WILLIAMS PRESIDENT 5.00 X X 0 0 0 JEN CERVANTES EXECUTIVE DIRECTOR 40.00 X 114258 0 0 114258 0 0 1 0 0 0 0 54635 1333563 1388198 MANAGEMENT FEE INCOME 541610 124232 124232 124232 208112 208112 1106825 823636 283189 283189 283189 68627 54635 36779 31848 31848 OTHER INCOME 900099 126869 126869 126869 2162448 124232 0 650018 X 514753 514753 113830 113830 114258 86836 17139 10283 178328 135529 26749 16050 27325 20767 4099 2459 5234 3978 785 471 32365 24597 4855 2913 38034 38034 292436 177392 94037 21007 33457 25427 5019 3011 16493 12535 2474 1484 10035 7627 1505 903 2221 1388 833 32375 24605 4856 2914 7035 7035 16471 12518 2471 1482 92747 70488 13912 8347 34773 26427 5216 3130 COMMUNITY EVENTS 43132 38819 4313 MISCELLANEOUS 19182 14578 2876 1728 RENTAL AND MAINTENANCE 12802 9730 1920 1152 POSTAGE, PRINTING, AND 10445 7938 1567 940 -27200 6088 2770 -36058 1620531 1341497 231672 47362 569263 594514 576077 976516 66000 141500 136815 107450 4628210 1120794 3549768 3507416 10038468 9847627 602049 438071 15538440 15613094 60405 17469 296748 0 639087 851504 996240 868973 X 6988054 6737256 1088461 1673579 6465685 6333286 14542200 14744121 15538440 15613094 X 541917 64807 -270186 -134617 X X 0 1 X 1 0 X 1212351 1461428 1327673 1577057 1388198 6966707 1212351 1461428 1327673 1577057 1388198 6966707 1398243 5568464 395150 440651 402234 414062 208112 1860209 106304 147364 177229 166957 192859 790713 9617629 0.57900 0.56960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 202668 X X 0 0 1 X 8421035 128364 481396 465632 8565163 8679999 104575 -149991 213548 8421035 8331119 1071815 -119124 603811 8679999 7360975 191362 1224860 446078 8331119 4374647 2665476 894291 561090 12349 7360975 0.20230 0.73940 0.05830 0 0 1073000 1073000 3525767 1095380 2430387 25518 23029 2489 3925 2385 1540 3507416 ENDOWMENTS HELD FOR AGENCIES 851504 851504 X 2646095 64807 554712 -135872 483647 2162448 0 2162448 2173988 554712 36779 591491 1582497 38034 38034 1620531 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, 2016 AND 2015. 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 2016 OR 2015. CURRENTLY THE FOUNDATION'S 2013, 2014, AND 2015 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, 2016 AND 2015. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -38,034. PRESENT VALUE ADJUSTMENT FOR BENEFICIAL INTEREST IN REMAINDER TRUSTS -134,617. FUNDRAISING EXPENSES 36,779. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 36,779. GALA 103152 47635 55517 12400 500 3448 ESTATE PLANNING SEMINAR 20110 7000 13110 7007 9768 3656 123262 54635 68627 7007 12400 10268 7104 36779 31848 1 ROADRUNNER FOOD BANK 5840 OFFICE BLVD NE ALBUQUERQUE NM 87109 850278525 501(C)(3) 15000 GENERAL SUPPORT CASA DE PEREGRINOS INC 999 W AMADOR AVE LAS CRUCES NM 88005 850312057 501(C)(3) 7900 GENERAL SUPPORT NEW MEXICO LIONS CRANE READING PROGRAM 2961 N ROADRUNNER PKWAY LAS CRUCES NM 88011 300247822 501(C)(3) 11000 GENERAL SUPPORT IMAGINATION LIBRARY OF GRANT COUNTY INC 2529 CECELIA ST SILVER CITY NM 88061 452378178 501(C)(3) 10000 GENERAL SUPPORT NMSU SOAHEC 2041 GEOTHERMAL DR LAS CRUCES NM 88011 EDUCATION PROGRAM 10974 GENERAL SUPPORT MESILLA VALLEY CASA INC 102 WYATT DR LAS CRUCES NM 88005 850414608 501(C)(3) 15000 GENERAL SUPPORT NEW MEXICO SCHOOL FOR THE BLIND AND VISUALLY IMPAIRED FOUNDATION 1900 N WHITE SANDS BLVD ALAMAGORDO NM 88310 850298659 501(C)(3) 10000 GENERAL SUPPORT JARDIN DE LOS NINOS 1300-G EL PASEO PMB 272 LAS CRUCES NM 88001 850431095 501(C)(3) 6000 GENERAL SUPPORT NEW MEXICO IMMIGRATION LAW CENTER PO BOX 7040 ALBUQUERQUE NM 871947040 273303237 501(C)(3) 50000 GENERAL SUPPORT NEW MEXICO HEALTH EQUITY PARTNERSHIP 501 HALONA ST SANTA FE NM 87501 HEALTH PROGRAM 25000 GENERAL SUPPORT PBS 1700 LOMAS NE SUITE 2200 ALBUQUERQUE NM 871310001 EDUCATION PROGRAM 25000 GENERAL SUPPORT 8 3 COLLEGE SCHOLARSHIPS 35 113830 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. KAREN BAILEY BOARD MEMBER 31000 THE CFSNM RECEIVES IN KIND RENTAL OF OFFICE SPACE FROM US BANK FOR ITS ADMIN. US BANK EMPLOYS KAREN BAILEY, A MEMBER OF THE BOARD. ESTIMATED FAIR MARKET VALUE OF THE DONATED RENT IS $20,000. CFSNM ALSO HAS A LEASE WITH US BANK FOR ADDITIONAL OFFICE SPACE. THE AMOUNT PAID FOR THAT SPACE WAS APPROXIMATELY $11,000. 0 BETH FANT BOARD MEMBER 2274 THE CPA FIRM BEASLEY MITCHELL PROVIDES PAYROLL SERVICES, PAYROLL TAX RETURN FILING, AND W-2 PREPARATION FOR CFSNM. BOARD MEMBER BETH FANT IS THE MANAGING PARTNER OF BEASLEY MITCHELL. THEY WERE PAID $2,274. 0 KEN BINKLEY BOARD MEMBER 6963 MARKETING: KEN BINKLEY IS ONE OF THE OWNERS OF WILSON BINKLEY ADVERTISING. FOUNDATION CONTRACTS ADVERTISING SERVICES FOR A TOTAL ANNUAL AMOUNT OF $6,963. 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 EMAILING JEN@CFSNM.ORG OR BY CALLING 575-521-4794. FORM 990, PART IX, LINE 11G CONTRACT LABOR: PROGRAM SERVICE EXPENSES 105,164. MANAGEMENT AND GENERAL EXPENSES 79,781. FUNDRAISING EXPENSES 12,454. TOTAL EXPENSES 197,399. CONSULTANTS: PROGRAM SERVICE EXPENSES 34,918. MANAGEMENT AND GENERAL EXPENSES 6,892. FUNDRAISING EXPENSES 4,135. TOTAL EXPENSES 45,945. ADMINISTRATIVE: PROGRAM SERVICE EXPENSES 37,310. MANAGEMENT AND GENERAL EXPENSES 7,364. FUNDRAISING EXPENSES 4,418. TOTAL EXPENSES 49,092. FORM 990, PART XI, LINE 9: PRESENT VALUE ADJUSTMENT FOR BENEFICIAL INTEREST IN REMAINDER TRUSTS -134,617. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.