LOS ALAMOS NATIONAL LABORATORY FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LOS ALAMOS NATIONAL LABORATORY FOUNDATION (EIN 74-2853972)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-12
- IRS object ID
- 201433169349301778
- Schema version
- 2013v3.0
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-12T10:02:03-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 500 MARQUETTE NW SUITE 800 | AddressLine1 |
| City | ALBUQUERQUE | City |
| State | NM | State |
| ZIP Code | 87102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 FOUNDATION | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | ESPANOLA | City |
| State | NM | State |
| ZIP Code | 87532 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WAYNE KENNEDY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5057538890 | PhoneNum |
| Signature | 2014-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN E LIVINGSTON CPA | PreparerPersonNm |
| PTIN | P00317845 | PTIN |
| Phone | 5058428290 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSAN HERRERA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1112 PLAZA DEL NORTE | AddressLine1 |
| City | ESPANOLA | City |
| State | NM | State |
| ZIP Code | 87532 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,744,400 | 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 | THE FOUNDATION'S MOST SIGNIFICANT ACTIVITIES ARE PROVIDING FUNDS FOR THE SUPPORT OF CHARITABLE AND EDUCATIONAL ACTIVITIES IN NORTHERN NEW MEXICO. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 32 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $25,797 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$4,939 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,795,011 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,307,075 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $61,185 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $26,145 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,293,299 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,358,886 | CYInvestmentIncomeAmt |
| PY Other Revenue | $39,100 | PYOtherRevenueAmt |
| CY Other Revenue | $32,050 | CYOtherRevenueAmt |
| PY Total Revenue | $4,188,595 | PYTotalRevenueAmt |
| CY Total Revenue | $4,724,156 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,577,378 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,590,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,065,913 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,386,869 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $145,290 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,034,555 | PYOtherExpensesAmt |
| CY Other Expenses | $1,546,309 | CYOtherExpensesAmt |
| PY Total Expenses | $5,677,846 | PYTotalExpensesAmt |
| CY Total Expenses | $5,523,178 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,489,251 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$799,022 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $66,904,296 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,682,022 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,617,606 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,449,927 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $64,286,690 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $72,232,095 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE FOUNDATION WAS ORGANIZED FOR THE PURPOSE OF RECEIVING AND ADMINISTERING GIFTS AND GRANTS DEDICATED TO THE SUPPORT OF CHARITABLE AND EDUCATIONAL PUBLIC SERVICE ACTIVITIES IN NORTHERN NEW MEXICO. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,100,000 | ExpenseAmt |
| Grant | $2,100,000 | GrantAmt |
| Desc | EDUCATIONAL ENRICHMENT GRANTS ARE GIVEN TO SCHOOL DISTRICTS IN THE SEVEN NORTHERN NEW MEXICO COUNTIES (EXCEPT LOS ALAMOS). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $471,336 | ExpenseAmt |
| Desc | INQUIRY SCIENCE EDUCATION CONSORTIUM (ISEC) IS A REGIONAL PROGRAM TO IMPROVE PERFORMANCE OF HIGH-NEED STUDENTS IN GRADES K-8 THROUGH THE SUPPORT OF INQUIRY SCIENCE. IT IS CURRENTLY WORKING WITH 512 TEACHERS IN 37 SCHOOLS IN 7 NORTHERN NEW MEXICO SCHOOL DISTRICTS.ALSO INCLUDED IS THE LASER I3 PROGRAM THAT IS PRIMARILY FUNDED BY US DEPT OF EDUCATION FUNDS TO THE SMITHSONIAN TO DO A RANDOMIZED CONTROL TRIAL OF INQUIRY SCIENCE IN NORTHERN NEW MEXICO, HOUSTON AND NORTH CAROLINA. SIMILAR IN PROGRAM TO THE ISEC, IT WORKS IN SCHOOLS NOT IN ISEC WITH 7310 STUDENTS AND 257 TEACHERS. THE LANL FOUNDATION IS A PARTNER IN THIS LASER I3 INITIATIVE. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $390,000 | ExpenseAmt |
| Grant | $390,000 | GrantAmt |
| Desc | ACADEMIC SCHOLARSHIPS ARE PROVIDED TO STUDENTS PURSUING UNDERGRADUATE DEGREES IN SCIENCE, ENGINEERING, OR OTHER FIELDS THAT ARE CRUCIAL TO THE SUCCESS OF THE LABORATORY. ALL RECIPIENTS LIVE IN ONE OF THE SEVEN NORTHERN NEW MEXICO COUNTIES, INCLUDING LOS ALAMOS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | DescDesc | GrantGrantAmt | RevenueRevenueAmt |
|---|---|---|---|
| $136,255 | THE FIRST BORN PROGRAM PROVIDES EDUCATIONAL HOME VISITATIONS TO IMPROVE THE HEALTH AND WELLNESS OF FIRST-TIME FAMILIES AND BUILD FAMILY STRENGTHS AND COMPETENCIES THROUGH EFFECTIVE COMMUNITY RELATIONSHIPS. | ||
| $100,000 | EDUCATIONAL OUTREACH GRANTS ARE MADE TO NONPROFIT ORGANIZATIONS THAT DO STEM WORK - SCIENCE, TECHNOLOGY, MATH, AND ENGINEERING. | $100,000 | |
| $100,558 | ANNUAL CONFERENCE PROVIDES ONGOING PROFESSIONAL DEVELOPMENT PRIMARILY FOR TEACHERS IN THE ISEC PROGRAM AND FOR ALL TEACHERS INTERESTED IN INQUIRY SCIENCE EDUCATION AS WELL. | $26,145 | |
| $1,731,781 | PROGRAM OPERATING EXPENSES - THESE ARE EXPENSES THAT ARE ALLOCABLE TO ALL OF THE PROGRAMS CONDUCTED BY THE ORGANIZATION AS PREVIOUSLY DESCRIBED. THESE EXPENSES HAVE NOT BEEN ALLOCATED TO THE INDIVIDUAL PROGRAMS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,068,594 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $100,000 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $26,145 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $5,029,930 | 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 | Yes (1) | 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 | 35 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 32 | 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIHAELA POPA-SIMIL | PersonNm |
| Phone | 5057538890 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1112 PLAZA DEL NORTE | AddressLine1 |
| City | ESPANOLA | City |
| State | NM | State |
| ZIP Code | 87532 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| LIDDIE MARTINEZ | ||||||
| PAST PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM BILL WADT | ||||||
| PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CATHERINE MARTINEZ-BERRYHILL | ||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES MCMILLAN | ||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WALTER DASHENO | ||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JERRY LOPEZ | ||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GLENN MARA | ||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JERRY ETHRIDGE | ||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEFFREY HOWELL | ||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| WAYNE KENNEDY | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| RICH MARQUEZ | ||||||
| VICE-PRESIDENT | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| GINGER RICHARSON | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KATHRYN HARRIS TIJERINA | ||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NAN SAUER | ||||||
| MEMBER-AT-LARGE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN HERRERA | ||||||
| CEO | 40.00 | $130,813 | $0 | $23,793 | Yes (X) | |
| MIHAELA POPA-SIMIL | ||||||
| CFO | 40.00 | $80,938 | $0 | $23,236 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $211,751 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $47,029 | 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 |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EFINITY ENTERPRISES | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1349 | AddressLine1 |
| City | ESPANOLA | City |
| State | NM | State |
| ZIP Code | 87532 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PART OF ESPANOLA PUBLIC SCHOOLS GRANT | ServicesDesc |
| Compensation | $754,489 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,000,000 | GovernmentGrantsAmt |
| All Other Contributions | $2,307,075 | AllOtherContributionsAmt |
| Noncash Contributions | $25,018 | NoncashContributionsAmt |
| Total Contributions | $3,307,075 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUAL CONF REG FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $26,145 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,145 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $26,145 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $722,586 | TotalRevenueColumnAmt |
| Exclusion | $722,586 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $32,050 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $32,050 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,050 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $25,797 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,253 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,656,544 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,020,244 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $636,300 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $636,300 | TotalRevenueColumnAmt |
| Exclusion | $636,300 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,724,156 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $26,145 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $25,797 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,365,139 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,200,000 | TotalAmt |
| Program Services | $2,200,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,000 | TotalAmt |
| Program Services | $390,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,779 | TotalAmt |
| Program Services | $56,964 | ProgramServicesAmt |
| Management And General | $139,973 | ManagementAndGeneralAmt |
| Fundraising | $61,842 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $925,043 | TotalAmt |
| Program Services | $767,932 | ProgramServicesAmt |
| Management And General | $125,968 | ManagementAndGeneralAmt |
| Fundraising | $31,143 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,380 | TotalAmt |
| Program Services | $25,073 | ProgramServicesAmt |
| Management And General | $2,205 | ManagementAndGeneralAmt |
| Fundraising | $102 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,319 | TotalAmt |
| Program Services | $78,573 | ProgramServicesAmt |
| Management And General | $5,633 | ManagementAndGeneralAmt |
| Fundraising | $2,113 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,348 | TotalAmt |
| Program Services | $63,973 | ProgramServicesAmt |
| Management And General | $18,852 | ManagementAndGeneralAmt |
| Fundraising | $6,523 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,570 | TotalAmt |
| Program Services | $4,446 | ProgramServicesAmt |
| Management And General | $4,124 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,204 | TotalAmt |
| Program Services | $18,762 | ProgramServicesAmt |
| Management And General | $5,529 | ManagementAndGeneralAmt |
| Fundraising | $1,913 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,839 | TotalAmt |
| Program Services | $230,846 | ProgramServicesAmt |
| Management And General | $49,993 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,060 | TotalAmt |
| Program Services | $7,979 | ProgramServicesAmt |
| Fundraising | $12,081 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,331 | TotalAmt |
| Program Services | $57,173 | ProgramServicesAmt |
| Management And General | $5,209 | ManagementAndGeneralAmt |
| Fundraising | $1,949 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $379 | TotalAmt |
| Program Services | $270 | ProgramServicesAmt |
| Management And General | $109 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,311 | TotalAmt |
| Program Services | $37,548 | ProgramServicesAmt |
| Management And General | $5,768 | ManagementAndGeneralAmt |
| Fundraising | $1,995 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,156 | TotalAmt |
| Program Services | $79,932 | ProgramServicesAmt |
| Management And General | $2,395 | ManagementAndGeneralAmt |
| Fundraising | $829 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,382 | TotalAmt |
| Program Services | $33,774 | ProgramServicesAmt |
| Management And General | $13,783 | ManagementAndGeneralAmt |
| Fundraising | $5,825 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,107 | TotalAmt |
| Program Services | $51,778 | ProgramServicesAmt |
| Management And General | $14,361 | ManagementAndGeneralAmt |
| Fundraising | $4,968 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,573 | TotalAmt |
| Program Services | $111,833 | ProgramServicesAmt |
| Management And General | $13,180 | ManagementAndGeneralAmt |
| Fundraising | $4,560 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,946 | TotalAmt |
| Program Services | $13,530 | ProgramServicesAmt |
| Management And General | $3,281 | ManagementAndGeneralAmt |
| Fundraising | $1,135 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| INQUIRY SCIENCE EDUCATI | $471,336 | $471,336 | ||
| FIRST BORN | $136,255 | $136,255 | ||
| ANNUAL CONFERENCE | $100,558 | $100,558 | ||
| EQUIPMENT LEASE & REPAI | $29,578 | $23,552 | $4,478 | $1,548 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,724 | TotalAmt |
| Program Services | $67,843 | ProgramServicesAmt |
| Management And General | -$66,883 | ManagementAndGeneralAmt |
| Fundraising | $6,764 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,523,178 | TotalAmt |
| Program Services | $5,029,930 | ProgramServicesAmt |
| Management And General | $347,958 | ManagementAndGeneralAmt |
| Fundraising | $145,290 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,498 | BOYAmt |
| EOY | $87,904 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $464,638 | BOYAmt |
| EOY | $576,594 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $525,709 | BOYAmt |
| EOY | $468,089 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,339 | BOYAmt |
| EOY | $109,429 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,009 | BOYAmt |
| EOY | $10,444 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,096,016 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $738,049 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,470,906 | BOYAmt |
| EOY | $1,357,967 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,341,197 | BOYAmt |
| EOY | $72,071,595 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,904,296 | BOYAmt |
| EOY | $74,682,022 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,180 | BOYAmt |
| EOY | $112,958 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,404,380 | BOYAmt |
| EOY | $1,097,743 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,027 | BOYAmt |
| EOY | $197,490 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,054,449 | BOYAmt |
| EOY | $1,038,166 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,570 | BOYAmt |
| EOY | $3,570 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,617,606 | BOYAmt |
| EOY | $2,449,927 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $858,532 | BOYAmt |
| EOY | $802,591 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,173,132 | BOYAmt |
| EOY | $28,111,998 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,255,026 | BOYAmt |
| EOY | $43,317,506 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,286,690 | BOYAmt |
| EOY | $72,232,095 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,904,296 | BOYAmt |
| EOY | $74,682,022 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$799,022 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $8,744,427 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $4,206,078 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,182,222 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,050,056 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,795,011 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,307,075 | CurrentTaxYearAmt |
| Total | $18,540,442 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,206,078 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,182,222 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,050,056 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,795,011 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,307,075 | CurrentTaxYearAmt |
| Total | $18,540,442 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,892,467 | SubstantialContributorsTotAmt |
| Public Support Total170 | $14,647,975 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,020,620 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,023,624 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,083,484 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $892,330 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $728,839 | CurrentTaxYearAmt |
| Total | $4,748,897 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $23,289,339 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,116,538 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.62900 | PublicSupportCY170Pct |
| Public Support PY170 | 0.63410 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,523,178 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $5,523,178 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $426,159 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $106,540 | 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 | $437,220 | CurrentYearMinus3Amt |
| Current Year Minus2 | $512,717 | CurrentYearMinus2Amt |
| Current Year Minus1 | $433,892 | CurrentYearMinus1Amt |
| Current Year | $426,159 | CurrentYearAmt |
| Total | $1,809,988 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,714,982 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $109,305 | CurrentYearMinus3Amt |
| Current Year Minus2 | $128,179 | CurrentYearMinus2Amt |
| Current Year Minus1 | $108,473 | CurrentYearMinus1Amt |
| Current Year | $106,540 | CurrentYearAmt |
| Total | $452,497 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $678,746 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| 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 |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,804,907 | BeginningYearBalanceAmt |
| Contributions | $71,416 | ContributionsAmt |
| Investment Earnings Or Losses | $6,184,834 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,576,346 | GrantsOrScholarshipsAmt |
| End Year Balance | $61,484,811 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $60,460,344 | BeginningYearBalanceAmt |
| Contributions | $87,176 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,081,282 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,661,331 | GrantsOrScholarshipsAmt |
| End Year Balance | $56,804,907 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,194,745 | BeginningYearBalanceAmt |
| Contributions | $65,418 | ContributionsAmt |
| Investment Earnings Or Losses | $5,911,469 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,711,288 | GrantsOrScholarshipsAmt |
| End Year Balance | $60,460,344 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,694,337 | BeginningYearBalanceAmt |
| Contributions | $75,123 | ContributionsAmt |
| Investment Earnings Or Losses | $7,919,893 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $38,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $56,651,353 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.62800 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.37200 | 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 | $193,416 | DepreciationAmt |
| Book Value | $1,115,397 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $401,251 | OtherCostOrOtherBasisAmt |
| Depreciation | $372,240 | DepreciationAmt |
| Book Value | $29,011 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $220,241 | OtherCostOrOtherBasisAmt |
| Depreciation | $172,393 | DepreciationAmt |
| Book Value | $47,848 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,357,967 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GENERAL ENDOWMENT POOL MANAGED BY THE U OF CALIFORNIA | Desc |
| Book Value | $72,071,595 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $72,071,595 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| Amt | $3,570 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $3,570 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $13,468,583 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $8,744,427 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $8,744,427 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,724,156 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,724,156 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,523,178 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,523,178 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,523,178 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 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 FOUR ENDOWMENTS ALL PROVIDE COMPETITIVELY AWARDED SCHOLARSHIPS TO COLLEGE STUDENTS IN ONE TO FOUR-YEAR COMMITMENTS. |
| PART X, LINE 2: | THE INCOME TAX FOOTNOTE CONTAINS A DESCRIPTION OF THE REQUIREMENTS OF FIN 48 (ASC 740). IT THEN STATES: AS OF DECEMBER 31, 2013, THE FOUNDATION PERFORMED A REVIEW OF ITS MATERIAL TAX POSITIONS IN ACCORDANCE WITH RECOGNITION AND MEASUREMENT STANDARDS ESTABLISHED BY GAAP. AS A RESULT OF THIS REVIEW, THE FOUNDATION QUALIFIED AS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE IRC AND DID NOT IDENTIFY ANY ENTITY LEVEL TAX POSITIONS THAT WOULD NOT MEET THE MORE-LIKELY-THAN-NOT THRESHOLD. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| PENASCO INDEPENDENT SCHOOLS | |||||||
| PO BOX 520 | PENASCO | NM | 87553 | 856000427 | NM PUBLIC SCHOOLS | $29,217 | PROVIDE A HANDS-ON SCIENCE INSTRUCTION AND SUPPORT TO ELEMENTARY SCHOOL STUDENTS IN THEIR CLASSROOM. THIS PROJECT WILL CREATE AND ESTABLISH A BUSINESS/MARKETING/TECHNOLOGY/ENGINEERING PROGRAM THAT WILL HELP THE PENASCO SCHOOL DISTRICT ADDRESS CRITICAL PUBLIC EDUCATION NEEDS FOLLOWING THE STEM (SCIENCE TECHNOLOGY ENGINEERING MATH) GUIDELINES. THE PROGRAM WILL BE DESIGNED TO OFFER RELEVANT CLASS OFFERINGS IN THE CONTENT AREAS OF BUSINESS/MARKETING/TECHNOLOGY/ENGINEERING THAT WILL PROPERLY ADDRESS THE NEEDS FOR IMPLEMENTING THE STEM GUIDELINES. ALL STUDENTS (9TH, 10TH, 11TH AND 12TH GRADES) AT PENASCO HIGH SCHOOL WILL BE GIVEN THE OPPORTUNITY TO ENROLL IN THESE STEM BASED CONTENT AREA CLASSES THE COMING SCHOOL YEAR. IN OFFERING THESE STEM BASED COURSES, THE SCHOOL DISTRICT IS LOOKING INTO HIRING AN ADDITIONAL INSTRUCTOR THAT IS HIGHLY EFFECTIVE AND QUALIFIED TO IMPLEMENT AND PROVIDE THE NECESSARY INSTRUCTION TO HELP. |
| POJOAQUE VALLEY SCHOOLS | |||||||
| 1574 STATE ROAD 502 | SANTA FE | NM | 87506 | 850166355 | NM PUBLIC SCHOOLS | $235,565 | PVS WANTS TO CONTINUE TO EXPAND THE INQUIRY BASE SCIENCE PROGRAM INTO OUR MIDDLE SCHOOL CURRICULUM. FURTHERMORE, WE WANT TO EXPAND ON GETTING SMART PROJECTORS WITH MOBILE IPADS FOR ALL GRADE LEVELS 1-5. WE WOULD LIKE TWO TEACHERS TO BECOME SMART TECH CERTIFIED SO THAT OTHER TEACHERS CAN LEARN FROM THEM ON HOW TO INTEGRATE TECHNOLOGY WITH THE CURRICULUM. THE PROJECT IS 3 FOLD: FIRST WE WILL CONTRACT FOR DR. TIM KANOLD (FORMER SUPERINTENDENT AND DIRECTOR OF MATHEMATICS AT ADLAI E. STEVENSON HSD 125) OF SOLUTIONTREE TO WORK WITH SECONDARY MATH TEACHERS TO DEVELOP COMMON ASSESSMENTS LINKED TO THE COMMON CORE STATE STANDARDS AND PARCC ASSESSMENTS, CREATE PERFORMANCE TASKS, CHECKLISTS, AND RUBRICS AND USE FORMAL AND INFORMAL ASSESSMENT TOOLS TO IMPROVE INSTRUCTION AND EVALUATE MASTERY OF THE CCSS. |
| JEMEZ MOUNTAIN SCHOOLS | |||||||
| PO BOX 230 | GALINA | NM | 87017 | 850170973 | NM PUBLIC SCHOOLS | $21,913 | THE STUDENTS AT JEMEZ ARE ENTERING INTO A HIGH/TECH PROGRAM. THE DISTRICT IS GOING TEXTLESS. ALL CURRICULUM, LESSON PLANS, ASSIGNMENTS ETC. WILL BE ONLINE. STUDENTS WILL HAVE ACCESS TO A LAPTOP, WILL BE ABLE TO DOWNLOAD INFORMATION FROM THE CLOUD IN MATH, SCIENCE, LANGUAGE ARTS ETC. TEACHERS WILL BE ABLE TO USE RESOURCES THAT WOULD OTHERWISE BE UNAVAILABLE. |
| MESA VISTA CONSOLIDATED SCHOOLS | |||||||
| PO BOX 6 | EL RITO | NM | 87530 | 850198946 | NM PUBLIC SCHOOLS | $42,000 | MESA VISTA CONSOLIDATED SCHOOLS WILL BEGIN ITS FOURTH YEAR WITH THE ISEC INQUIRY BASED SCIENCE PROGRAM, WHICH UTILIZES SCIENCE KITS DESIGNED AROUND THEMATIC UNITS. THE PURPOSE OF THE KITS IS TO PROVIDE HANDS-ON LEARNING OPPORTUNITIES AND CURRICULUM CONCEPTS/SKILLS IN THE AREAS OF SCIENCE AND LITERACY. AS A DISTRICT, MESA VISTA HAS A VERY TIGHT BUDGET. THIS MAKES IT DIFFICULT TO PROVIDE SUPPLIES AND MATERIALS FOR HANDS-ON LEARNING, ESPECIALLY SCIENCE MATERIALS, WHICH CAN BE COSTLY. OUR STUDENTS NEED OPPORTUNITIES TO SEE HOW SCIENCE APPLIES TO "REAL WORLD" SITUATIONS, AND LITERACY IS CRITICAL TO THE ACADEMIC SUCCESS OF ALL STUDENTS. WE HOPE TO SEE IMPROVEMENTS IN OUR ACHIEVEMENT TESTS. THE KITS WILL BE TAUGHT BY ALL TEACHERS TO ALL K-8 STUDENTS AT OJO CALIENTE AND EL RITO ELEMENTARY AND MESA VISTA MIDDLE SCHOOL. WE ARE HOPING TO BE ABLE TO PROVIDE SOME ADDITIONAL ENRICHMENT EXPERIENCES IN 2013-2014. |
| RIO RANCHO PUBLIC SCHOOLS | |||||||
| 500 LASER ROAD NE | RIO RANCHO | NM | 87124 | 850414272 | NM PUBLIC SCHOOLS | $60,261 | THIS PROJECT ADDRESSES THREE SPECIFIC DISTRICT NEEDS. FIRST, THE SCIENCE RESEARCH EXPO WHICH IS FOUNDED ON RESEARCH AND INQUIRY ARE CRITICAL TO THE SUCCESS TO OF THE SCIENCE PROGRAMS AT RRPS. THIS PROJECT SEEKS TO PROVIDE EDUCATIONAL MATERIALS, CALSSROOM RESOURCES, STUDENT RECOGNITION AWARDS, AND STIPENDS FOR TEACHER SUPPORT OF EXPO, AND TRANSPORTATION AND LODGING COSTS FOR STUDENTS COMPETING. SECONDLY, THE IMPLEMENTATION OF COMMON CORE STATE STANDARDS PROVIDES US WITH AN OPPORTUNITY AND A CHALLANCE. TEACHERS NEED TRAINING IN DESIGNING ASSESSMENTS THAT MEASURE TH ENEW STANDARDS. PROFESSIONAL DEVELOPMENT WIL GREATLY IMPROVE THE SUCESS OF THE IMPLMENTATION. FINALLY, MIDDLE SCHOOL SCIENCE PROGRAM HAVE RECURRING MATERIAL AND SUPPLIES COST THAT NEED SUPPORT AND THE NEW CCSS DEMAND STUDENTS UNDERSTAND HOW TO USE GRAPHING CALCULATORS. WE DO NOT HAVE ENOUGH CALCULATORS FOR REGULAR USE BY HIGH SCHOOL MATH CLASSES. |
| CHAMA VALLEY INDEPENDENT SCHOOLS | |||||||
| PO DRAWER 10 | TIERRA AMARILLA | NM | 87575 | 850194573 | NM PUBLIC SCHOOLS | $6,391 | CHAMA VALLEY SCHOOLS REQUESTS $6,391.00 TO PROVIDE IDEAL NEW MEXICO ONLINE COURSES TO EXPAND EDUCATIONAL OPPORTUNITIES, CLOSE ACHIEVEMENT GAPS, SUPPORT COLLEGE AND CAREER GOALS, PREPARE STUDENTS FOR A GLOBAL ECONOMY, AND INCREASE DIGITAL LITERACY THROUGH ONLINE CLASSES. DUE TO THE RURAL ASPECT OF THE SCHOOL DISTRICT AND THE LIMITED ENROLLMENT, THE DISTRICT DOES NOT HAVE THE NECESSARY STAFFING AND RESOURCES TO PROVIDE ALL THE COURSE WORK TO PREPARE STUDENTS FOR POST-SECONDARY EDUCATION AND CAREERS. |
| BERNALILLO PUBLIC SCHOOLS | |||||||
| 224 N CAMINO DEL PUEBLO | BERNALILLO | NM | 87004 | 856000791 | NM PUBLIC SCHOOLS | $15,522 | THE LANL FOUNDATION HAS BEEN INSTRUMENTAL IN THE DEVELOPMENT OF OUR STEM SISTERS PROGRAM. SEVERAL STUDIES HAVE REVEALED THAT FEMALE MINORITY STUDENTS ARE CHOOSING NOT TO TAKE STEM COURSES AND PURSUE STEM CAREERS. OUR PROGRAM TARGETS 7TH AND 8TH GRADE FEMALE STUDENTS TRANSITIONING TO OUR LOCAL HIGH SCHOOL. THIS YEAR, WE EXPANDED THE PROGRAM TO INCLUDE PREVIOUS STEM SISTER PARTICIPANTS WHO ARE NOW IN 9TH AND 10TH GRADE. THESE HIGH SCHOOL STEM SISTERS RECEIVE ACADEMIC COUNSELING AND SERVE AS MENTORS TO OUR CURRENT 8TH GRADE COHORT. ONE OF THE GOALS OF STEM SISTERS IS TO BUILD KEY PRE-REQUISITE MATH AND SCIENCE SKILLS NECESSARY TO BE SUCCESSFUL IN STEM BASED COURSES. PARTICIPANTS ALSO BUILD A LEARNING COMMUNITY TO SUPPORT THEIR TRANSITION TO HIGH SCHOOL AND BEYOND. FEMALE HIGH SCHOOL TEACHERS SERVE AS ROLE MODELS, WHICH HELP BUILD STUDENT CONFIDENCE AND EXPOSE STEM SISTERS TO ACTIVITIES THAT PREPARE THEM FOR THE FUTURE. |
| SANTA FE PUBLIC SCHOOLS | |||||||
| 610 ALTA VISTA | SANTA FE | NM | 87505 | 856000169 | NM PUBLIC SCHOOLS | $666,522 | THE ISEC HANDS-ON SCIENCE BASED INQUIRY INITIATIVE WILL ENTER ITS FOURTH YEAR WITH COHORT IV SCHOOLS. SFPS WOULD LIKE TO ADD: RAMIREZ THOMAS, EL DORADO, CAPSHAW MIDDLE SCHOOL, ORTIZ MIDDLE SCHOOL, AND DE VARGAS MIDDLE SCHOOL. FUNDS WILL SUPPORT AN SLC AT THE ADDITIONAL ELEMENTARY SCHOOLS ALONG WITH TRAINING AND PROFESSIONAL DEVELOPMENT. THIS WILL BRING THE TOTAL NUMBER OF STUDENTS SERVED BY THIS INITIATIVE TO APPROXIMATELY 5,200 AND SUPPORT ABOUT 130 TEACHERS. THE DESIRED OUTCOME IS TO INCREASE STUDENT ACHIEVEMENT IN SCIENCE, MATH, LITERACY AND WRITING. |
| JEMEZ VALLEY PUBLIC SCHOOLS | |||||||
| 8501 HIGHWAY 4 | JEMEZ PUEBLO | NM | 87024 | 856003713 | NM PUBLIC SCHOOLS | $84,913 | JEMEZ VALLEY PUBLIC SCHOOLS REQUESTS $84,913 TO FUND A PARTIAL FTE FOR A SYSTEMS MANAGER TO OVERSEE THE USE OF TECHNOLOGY FOR INSTRUCTION AND ASSESSMENT K-12, EMPLOYEE TRAINING, AND SUPPLIES/MATERIALS TO SUPPORT MATH, SCIENCE AND TECHNOLOGY PROGRAMS. FUNDING WOULD BENEFIT 350 STUDENTS AND PROFESSIONAL DEVELOPMENT FOR 34 TEACHERS AND 4 ADMINISTRATORS. |
| ESPANOLA PUBLIC SCHOOLS | |||||||
| 714 DON DIEGO | ESPANOLA | NM | 87532 | 856000289 | NM PUBLIC SCHOOLS | $905,739 | ESPANOLA PUBLIC SCHOOLS IS APPLYING FOR A LANL FOUNDATION EDUCATIONAL ENRICHMENT GRANT IN THE AMOUNT OF $905,735 TO SUPPORT FOUR STEM EDUCATION INITIATIVES THAT ADDRESS NEEDS OF OUR STUDENTS, TEACHERS AND THE COMMUNITY: 1) PROVIDE TECHNOLOGY TO SUPPORT CLASSROOM INSTRUCTION DISTRICT-WIDE INCLUDING INFRASTRUCTURE AND SERVICES. IN 2013-14 THE DISTRICT WILL TRANSITION TO A TECHNOLOGY SERVICE DELIVERY MODEL THAT COMBINES THE DEVELOPMENT OF HIGH QUALITY IN-HOUSE TECHNOLOGY SUPPORT SERVICES AND WORKING WITH EXTERNAL CONTRACTORS FOR SPECIALIZED PROJECTS 2) DEVELOP RESOURCES AND TRAIN TEACHERS TO USE TECHNOLOGY-SUPPORTED CURRICULUM FOR INSTRUCTION STUDENTS. 3) CONTINUE DISTRICT-WIDE HANDS-ON INQUIRY SCIENCE EDUCATION IN PARTNERSHIP WITH THE LANL FOUNDATION ISEC PROGRAM 4) PROVIDE SUPPORT FOR PROFESSIONAL LEARNING COMMUNITY MODELS. |
| 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 WERE AWARDED TO NORTHERN NEW MEXICO HIGH SCHOOL STUDENTS TO ATTEND THE COLLEGE OF THEIR CHOICE. MOST AWARDS ARE MULTI-YEAR AWARDS. | GrantTypeTxt |
| Recipient | 263 | RecipientCnt |
| Cash Grant | $390,000 | 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 UNIVERSIY/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) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN HERRERA | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $129,798 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $1,015 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $6,751 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $17,042 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $154,606 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $25,018 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER OF CONTRIBUTORS IS LISTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | WITH FUNDING FROM W.K. KELLOGG FOUNDATION, LANL FOUNDATION STARTED NORTHWEST NEW MEXICO FIRST BORN PROGRAM IN SAN JUAN AND MCKINLEY COUNTIES WITH OFFICES IN FARMINGTON, GALLUP AND ZUNI PUEBLO. THE PROGRAM IS A HOME-VISITING PROGRAM THAT OFFERS EDUCATION FOR FIRST-TIME FAMILIES. |
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT IS SENT BY EMAIL TO ALL BOARD MEMBERS FOR THEIR INFORMATION AND OPTIONAL REVIEW. BASED ON RECOMMENDATIONS FROM THE FINANCE COMMITTEE AND ANY INPUT FROM OTHER BOARD MEMBERS, THE BOARD APPROVES THE FORM 990 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. |
| 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. IN A GIVEN YEAR, WHEN THE BOARD APPROVES A CEO INCENTIVE BONUS POOL, IT WILL BE PERFORMANCE BASED. THE ORGANIZATION COMPLETES AN ANNUAL SURVEY OF REGIONAL FOUNDATIONS' STAFF SALARIES AND COMPARES IT WITH COF ANNUAL SURVEY ON COMPENSATION, WHEN DETERMINING STAFF'S COMPENSATION. EXECUTIVE COMMITTEE MEMBERS ALL REVIEWED AND DETERMINED COMPENSATION OF OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION. DATA WAS DRAWN FROM COMPARABLE ORGANIZATIONS. |
| 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. |
| FORM 990, PART VI, SECTION A, 1A | DELEGATION OF BROAD AUTHORITY: THERE ARE A NUMBER OF COMMITTEES THAT ARE GIVEN BROAD AUTHORITY UNDER THE FOUNDATION'S BYLAWS. THE EXECUTIVE COMMITTEE INCLUDES ALL OFFICERS - PRESIDENT, VICE-PRESIDENT, TREASURER, SECRETARY AND PAST-PRESIDENT. OTHER COMMITTEES PROVIDED ARE THE FINANCE COMMITTEE, THE AUDIT COMMITTEE AND THE NOMINATION COMMITTEE. ALL MEMBERS OF THESE COMMITTEES ARE VOTING BOARD MEMBERS EXCEPT FOR THE FINANCE COMMITTEE THAT HAS A VOTING MEMBER THAT IS NOT A BOARD MEMBER. |
| FORM 990, PART XII, LINE 2C: | SELECTION OF INDEPENDENT ACCOUNTANT: THE PROCESS FOR SELECTION AND OVERSIGHT OF THE INDEPENDENT ACCOUNTANT HAS NOT CHANGED DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUILDING EQUITY LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1112 PLAZA DEL NORTE | AddressLine1 |
| City | ESPANOLA | City |
| State | NM | State |
| ZIP Code | 87532 | ZIPCode |
| 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 | $124,669 | TotalIncomeAmt |
| End Of Year Assets | $1,290,687 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LANL FOUNDATION | BusinessNameLine1 |
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