2016-11-15T17:09:45-06:00 2015-12-31 850219147 PULAKOS CPAS PC 5921 JEFFERSON STREET NE ALBUQUERQUE NM 87109 990 2015-01-01 850455682 COMMUNITY FOUNDATION OF SOUTHERN NEW MEXICO COMM 5755214794 2600 EL PASEO RD LAS CRUCES NM 88001 JENNIFER CERVANTES EXECUTIVE DIRECTOR 5755214794 2016-11-15 1 JAMES M HAYNES P00075331 5053381500 2015 2017-02-10 21:41:12Z X JENNIFER CERVANTES 2600 EL PASEO RD LAS CRUCES NM 88001 4534503 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 20 0 0 0 2389629 1521830 110800 111730 586168 121064 19755 719 3106352 1755343 568376 807513 0 0 552883 584780 0 0 59581 532773 832521 1654032 2224814 1452320 -469471 16810428 15538440 1215575 996240 15594853 14542200 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 1942312 807513 111730 TO SUPPORT COMMUNITY PROJECTS AND ASSIST NON PROFIT ORGANIZATIONS OF SOUTHERN NEW MEXICO. 1942312 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 40 0 20 1 0 0 0 0 0 1 1 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 BARRETT BREWER DIRECTOR 5.00 X 0 0 0 ABEL COVARRUBIAS DIRECTOR 5.00 X 0 0 0 DENTON PARK DIRECTOR 5.00 X 0 0 0 ROD REYES DIRECTOR 5.00 X 0 0 0 GEORGE VESCOVO DIRECTOR 5.00 X 0 0 0 MELLOW HONEK DIRECTOR 5.00 X 0 0 0 JEN CERVANTES DIRECTOR - TO AUG 2015 5.00 X 0 0 0 KAREN BAILEY IMMEDIATE PAST PRESIDENT 5.00 X X 0 0 0 DIANA SEWARD SECRETARY 5.00 X X 0 0 0 BETH FANT TREASURER 5.00 X X 0 0 0 RICHARD WILLIAMS VICE PRESIDENT 5.00 X X 0 0 0 JEREMY SETTLES PRESIDENT 5.00 X X 0 0 0 LUAN WAGNER BURN EXECUTIVE DIRECTOR - TO AUG 2015 40.00 X 87686 0 0 JEN CERVANTES EXECUTIVE DIRECTOR - FROM AUG 2015 40.00 X 36960 0 0 124646 0 0 0 0 0 0 0 22488 260450 1238892 1521830 MANAGEMENT FEE INCOME 541610 111730 111730 111730 413148 413148 2432568 2686489 38163 -253921 -38163 -292084 -292084 55227 22488 54508 719 719 1755343 111730 0 121783 X 788461 788461 19052 19052 124646 94748 18686 11212 411597 312871 61704 37022 48537 36889 7280 4368 20326 16122 3003 1201 41910 41910 375680 363828 11852 27318 19060 5161 3097 45920 24806 17442 3672 36100 27633 5292 3175 39515 20724 3835 14956 30749 22447 5842 2460 44570 29891 6881 7798 119764 91021 17964 10779 22655 19052 2252 1351 MISCELLANEOUS 48002 40911 4502 2589 POSTAGE, PRINTING, AND 15713 2011 4352 9350 TELEPHONE 11941 9148 1746 1047 RENTAL AND MAINTENANCE 3480 2336 1132 12 -51122 1301 2085 -54508 2224814 1942312 222921 59581 1695556 569263 576077 82650 66000 139146 136815 8653 0 4577816 1028048 3707942 3549768 10507339 10038468 669142 602049 16810428 15538440 109141 60405 475070 296748 631364 639087 1215575 996240 X 7257244 6988054 1836612 1088461 6500997 6465685 15594853 14542200 16810428 15538440 X -469471 -581137 -2045 X X 0 1 X 1 0 X 742442 1212351 1461428 1327673 1577057 6320951 742442 1212351 1461428 1327673 1577057 6320951 1289139 5031812 220987 395150 440651 402234 414062 1873084 42705 106304 147364 177229 166957 640559 8834594 0.56960 0.62460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11 641338 811936 935835 1 1 202668 X X 0 0 1 X 8960048 104575 -139536 233866 8691221 8331119 1071815 160925 603811 8960048 7360975 191362 1224860 446078 8331119 4374647 2665476 894291 561090 12349 7360975 4790718 39103 -235979 171033 48162 4374647 0.20650 0.74390 0.04960 0 0 1073000 1073000 3427883 966815 2461068 52392 36692 15700 24541 24541 0 3549768 ENDOWMENTS HELD FOR AGENCIES 484888 DUE TO FIRST STEP 154199 639087 X 1609759 -581137 425000 10553 -145584 1755343 0 1755343 2662412 425000 54508 479508 2182904 41910 41910 2224814 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, 2015 AND 2014. 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 2015 OR 2014. CURRENTLY THE FOUNDATION'S 2012, 2013, AND 2014 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, 2015 AND 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -41,910. DECREASE IN CASH SURRENDER LIFE INSURANCE -2,045. FUNDRAISING EXPENSES 54,508. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 54,508. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 41,910. GALA 53498 20188 33310 19768 400 9112 ESTATE PLANNING SEMINAR 24217 2300 21917 8445 12546 4237 77715 22488 55227 28213 12946 13349 54508 719 1 SANTA FE COMMUNITY FOUNDATION 501 HALONA ST SANTA FE NM 87505 850303044 501(C)(3) 25000 SEEKING SUPPORT TO OFFSET COSTS ASSOCIATED WITH THE EXPLORATION OF STRATEGIC RESTRUCTURING AMONG THREE COMMUNITY FOUNDATIONS - A COLLABORATION WHICH WILL RESULT IN A ROBUST PHILANTHROPIC MODEL FOR OUR ORGANIZATIONS AND GREATER CAPACITY TO BETTER SERVE OUR VULNERABLE CHILDREN AND FAMILIES ACROSS THE STATE OF NEW MEXICO. NEW MEXICO BREAST FEEDING TASK FORCE 1618 HARVARD DR NE ALBUQUERQUE NM 87106 850404814 501(C)(3) 25000 THE OVERALL GOAL OF THIS PROJECT IS TO INCREASE BREASTFEEDING RATES FOR OPTIMAL DEVELOPMENT FOR ALL NEW MEXICAN CHILDREN, WITH A SPECIAL FOCUS ON REDUCING BREASTFEEDING DISPARITIES AMONGST NATIVE, LATINO AND RURAL COMMUNITIES NEW MEXICO CENTER ON LAW AND POVERTY 924 PARK AVE SW ALBUQUERQUE NM 87102 850437960 501(C)(3) 25000 THE NM CENTER ON LAW AND POVERTY, PARTNERSHIP FOR COMMUNITY ACTION, AND JAZZ FOR HEALTH ARE REQUESTING FUNDING TO ADVANCE A NEW PHASE OF THE PROJECT "CLOSING THE HEALTHCARE GAP FOR BERNALILLO COUNTY FAMILIES." WE WILL PROTECT AND STRENGTHEN THE HEALTHCARE SAFETY NET FOR LOW-INCOME CHILDREN AND FAMILIES IN BERNALILLO COUNTY. PROSPERITY WORKS 909 COPPER AVE NW ALBUQUERQUE NM 87102 850466059 501(C)(3) 25000 TO CREATE PARTNERSHIPS BETWEEN FINANCIAL INSTITUTIONS, LOCAL EMPLOYERS, LOCAL GOVERNMENTS AND COMMUNITY ORGANIZATIONS TO INCREASE AVAILABILITY AND PUBLIC AWARENESS OF AFFORDABLE FINANCING ALTERNATIVES TO LOW INCOME NEW MEXICANS IN DONA ANA AND BERNALILLO COUNTIES, AND AMONG NATIVE NATIONS. SOUTHWEST CREATIONS COLLABORATIVE 1308 4TH ST NW ALBUQUERQUE NM 87102 850440047 501(C)(3) 15000 IMPROVE STUDENT OUTCOMES AND FAMILY ECONOMIC SECURITY IN ALBUQUERQUE'S SOUTH VALLEY BY: LINKING SUCCESSFUL EARLY CHILDHOOD AND COLLEGE READINESS STRATEGIES, CREATING A PRE-K THROUGH COLLEGE FAMILY ENGAGEMENT AND LEADERSHIP DEVELOPMENT CONTINUUM ALIGNING EDUCATIONAL SYSTEMS WITH SOCIAL ENTERPRISE TO DEVELOP YOUNG ENTREPRENEURS, INCREASING RATES OF HIGH SCHOOL GRADUATION AND COLLEGE ATTENDANCE 5 COLLEGE SCHOLARSHIPS 25 19052 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 36000 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 IS $20,000. CFSNM ALSO HAS A LEASE WITH US BANK FOR ADDITIONAL OFFICE SPACE. THE AMOUNT PAID FOR THAT SPACE WAS APPROXIMATELY $16,000. 0 BETH FANT BOARD MEMBER 3163 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 $3,163. 0 KEN BINKLEY BOARD MEMBER 13365 MARKETING: KEN BINKLEY IS ONE OF THE OWNERS OF WILSON BINKLEY ADVERTISING. FOUNDATION CONTRACTS ADVERTISING SERVICES FOR A TOTAL ANNUAL AMOUNT OF $13,365. 0 FORM 990, PART VI, SECTION B, LINE 11 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 363,828. MANAGEMENT AND GENERAL EXPENSES 11,852. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 375,680. FORM 990, PART XI, LINE 9: DECREASE IN CASH SURRENDER VALUE OF LIFE INSURANCE POLICIES -2,045. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.