LOS ALAMOS NATIONAL LABORATORY FOUNDATION: Form 990, tax year 2011
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- Organization
- LOS ALAMOS NATIONAL LABORATORY FOUNDATION (EIN 74-2853972)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-11-06
- IRS object ID
- 201213119349300621
- Schema version
- 2011v1.2
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-11-06T09:47:04-06:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 410746749 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 742853972 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOS ALAMOS NATIONAL LABORATORY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOSA | NameControl |
| Phone | 5057538890 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CATHERINE MARTINEZ-BERRYHILL | Name |
| Title | TREASURER | Title |
| Phone | 5057538890 | Phone |
| Date Signed | 2012-10-31 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEPHEN E LIVINGSTON CPA | Name |
| PTIN | P00317845 | PTIN |
| Phone | 5058428290 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | SUSAN HERRERA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 6762161 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.LANLFOUNDATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1997 | YearFormation |
| State Legal Domicile | NM | StateLegalDomicile |
| Activity Or Mission Description | THE FOUNDATION'S MOST SIGNIFICANT ACTIVITIES ARE PROVIDING FUNDS FOR THE SUPPORT OF CHARITABLE AND EDUCATIONAL ACTIVITIES IN NORTHERN NEW MEXICO. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 17 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 24 | TotalNbrEmployees |
| Total Nbr Volunteers | 75 | TotalNbrVolunteers |
| Total Gross UBI | 41910 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -1678 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4182222 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4050056 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 85549 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1023624 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1489434 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -12375 | OtherRevenuePriorYear |
| Other Revenue Current Year | 41910 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5193471 | TotalRevenuePriorYear |
| Total Revenue Current Year | 5666949 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3412729 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 3078466 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 882509 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1022782 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 209873 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1449159 | OtherExpensePriorYear |
| Other Expenses Current Year | 3153091 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5744397 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7254339 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -550926 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1587390 | RevenuesLessExpensesCY |
| Total Assets BOY | 65078773 | TotalAssetsBOY |
| Total Assets EOY | 62934827 | TotalAssetsEOY |
| Total Liabilities BOY | 1960867 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3010178 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 63117906 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 59924649 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2400000 | Expense |
| Grants | 2400000 | Grants |
| Description | EDUCATIONAL ENRICHMENT GRANTS ARE GIVEN TO SCHOOL DISTRICTS IN THE SEVEN NORTHERN NEW MEXICO COUNTIES (EXCEPT LOS ALAMOS). | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1803343 | Expense |
| Description | INQUIRY SCIENCE EDUCATION CONSORTIUM (ISEC) IS A REGIONAL PROGRAM TO IMPROVE PERFORMANCE OF HIGH-NEED STUDENTS IN GRADES K-6 THROUGH THE SUPPORT OF INQUIRY SCIENCE. IT IS CURRENTLY WORKING WITH 400 TEACHERS IN 29 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: 21 PHASE 1 SCHOOLS (200 TEACHERS) AND 19 PHASE II SCHOOLS (160 TEACHERS). THE LANL FOUNDATION IS A PARTNER IN THIS LASER I3 INITIATIVE. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 353256 | Expense |
| Grants | 353256 | Grants |
| Description | 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. | Description |
Activity Other ActivityOther (6 entries)
| ExpenseExpense | DescriptionDescription | GrantsGrants | RevenueRevenue |
|---|---|---|---|
| 332341 | 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. | ||
| 250210 | EDUCATIONAL OUTREACH GRANTS ARE MADE TO NONPROFIT ORGANIZATIONS THAT DO STEM WORK - SCIENCE, TECHNOLOGY, MATH, AND ENGINEERING. | 250210 | |
| 155126 | ANNUAL CONFERENCE PROVIDES ONGOING PROFESSIONAL DEVELOPMENT PRIMARILY FOR TEACHERS IN THE ISEC PROGRAM AND FOR ALL TEACHERS INTERESTED IN INQUIRY SCIENCE EDUCATION AS WELL. | 85549 | |
| 98021 | FOUNDATION DONATIONS SUPPORT THE MATH AND SCIENCE ACADEMY. | ||
| 75000 | COMMUNITY OUTREACH GRANTS WENT TO NONPROFITS IN NEED OF FUNDING TO COMPLETE PROJECTS WHICH MEET A CRITICAL NEED IN THE COMMUNITY. | 75000 | |
| 1112134 | 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 Of Other Program Service Exp | 2022832 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 325210 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 85549 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 6579431 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 1 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 34 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 24 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 17 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NM | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5057538890 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (20 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| LIDDIE MARTINEZ | ||||||
| PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| WILLARD WADT | ||||||
| VICE PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| RAYMOND CHAVEZ | ||||||
| SECRETARY | 2.00 | X | X | 0 | 0 | 0 |
| CATHERINE MARTINEZ BERRYHILL | ||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| SUSAN SEESTROM | ||||||
| PAST PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| CHARLES MCMILLAN | ||||||
| EX OFFICIO | 1.00 | X | 0 | 0 | 0 | |
| JULIE ABEYTA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| CATHERINE A ALLEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PAULA BARON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DON COBB | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JERRY ETHRIDGE | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JEFFREY HOWELL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WAYNE KENNEDY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RICH MARQUEZ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GINGER RICHARDSON | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROD SANCHEZ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARY LOUISE WILLIAMS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SUSAN HERRERA | ||||||
| CEO | 40.00 | X | 118746 | 0 | 22947 | |
| WENDY POMEROY | ||||||
| DEPUTY DIRECTOR | 40.00 | X | 81420 | 0 | 5778 | |
| MIHAELA POPA-SIMIL | ||||||
| CFO | 40.00 | X | 70712 | 0 | 17952 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 270878 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 46677 | TotalOtherCompensation |
| Number Individuals GT100 K | 1 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Government Grants | 2021225 | GovernmentGrants |
| All Other Contributions | 2028831 | AllOtherContributions |
| Total Contributions | 4050056 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ANNUAL CONF REG FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 85549 | TotalRevenueColumn |
| Related Or Exempt Function Income | 85549 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 85549 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1083484 | TotalRevenueColumn |
| Exclusion | $1,083,484 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 41910 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 41910 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 41910 | TotalRevenueColumn |
| Unrelated Business Revenue | 41910 | UnrelatedBusinessRevenue |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1501162 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1095212 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 405950 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 405950 | TotalRevenueColumn |
| Exclusion | $405,950 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5666949 | TotalRevenueColumn |
| Related Or Exempt Function Income | 85549 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 41910 | UnrelatedBusinessRevenue |
| Exclusion | $1,489,434 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2725210 | Total |
| Program Services | 2725210 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 353256 | Total |
| Program Services | 353256 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 432613 | Total |
| Program Services | 197545 | ProgramServices |
| Management And General | 158462 | ManagementAndGeneral |
| Fundraising | 76606 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 387954 | Total |
| Program Services | 256244 | ProgramServices |
| Management And General | 131710 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29873 | Total |
| Program Services | 16520 | ProgramServices |
| Management And General | 10575 | ManagementAndGeneral |
| Fundraising | 2778 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 98175 | Total |
| Program Services | 54291 | ProgramServices |
| Management And General | 34754 | ManagementAndGeneral |
| Fundraising | 9130 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74167 | Total |
| Program Services | 41014 | ProgramServices |
| Management And General | 26255 | ManagementAndGeneral |
| Fundraising | 6898 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6075 | Total |
| Program Services | 4447 | ProgramServices |
| Management And General | 1628 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35087 | Total |
| Program Services | 19403 | ProgramServices |
| Management And General | 12421 | ManagementAndGeneral |
| Fundraising | 3263 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210431 | Total |
| Program Services | 97355 | ProgramServices |
| Management And General | 34398 | ManagementAndGeneral |
| Fundraising | 78678 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30633 | Total |
| Program Services | 30322 | ProgramServices |
| Management And General | 311 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 66438 | Total |
| Program Services | 32721 | ProgramServices |
| Management And General | 30668 | ManagementAndGeneral |
| Fundraising | 3049 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8979 | Total |
| Program Services | 6859 | ProgramServices |
| Management And General | 2120 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204180 | Total |
| Program Services | 191343 | ProgramServices |
| Management And General | 10166 | ManagementAndGeneral |
| Fundraising | 2671 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32419 | Total |
| Program Services | 14748 | ProgramServices |
| Management And General | 17671 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16944 | Total |
| Program Services | 13586 | ProgramServices |
| Management And General | 3120 | ManagementAndGeneral |
| Fundraising | 238 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 93119 | Total |
| Program Services | 61811 | ProgramServices |
| Management And General | 24794 | ManagementAndGeneral |
| Fundraising | 6514 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 170185 | Total |
| Program Services | 139347 | ProgramServices |
| Management And General | 24422 | ManagementAndGeneral |
| Fundraising | 6416 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19655 | Total |
| Program Services | 11301 | ProgramServices |
| Management And General | 6616 | ManagementAndGeneral |
| Fundraising | 1738 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| LASER (I3) MATCH | 1443997 | 1443997 |
| FIRST BORN | 332341 | 332341 |
| SRC | 324179 | 324179 |
| MATH AND SCIENCE ACADEM | 98021 | 98021 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60408 | Total |
| Program Services | 113570 | ProgramServices |
| Management And General | -65056 | ManagementAndGeneral |
| Fundraising | 11894 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7254339 | Total |
| Program Services | 6579431 | ProgramServices |
| Management And General | 465035 | ManagementAndGeneral |
| Fundraising | 209873 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62982 | BOY |
| EOY | 94534 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 992805 | BOY |
| EOY | 873659 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 296805 | BOY |
| EOY | 773500 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7525 | BOY |
| EOY | 6396 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55384 | BOY |
| EOY | 19113 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2125851 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 476557 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1697314 | BOY |
| EOY | 1649294 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 61965958 | BOY |
| EOY | 59518331 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65078773 | BOY |
| EOY | 62934827 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72003 | BOY |
| EOY | 128226 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 736822 | BOY |
| EOY | 1760891 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 59166 | BOY |
| EOY | 47780 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1932 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1087374 | BOY |
| EOY | 1069711 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3570 | BOY |
| EOY | 3570 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1960867 | BOY |
| EOY | 3010178 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 691178 | BOY |
| EOY | 716261 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19330294 | BOY |
| EOY | 16024778 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 43096434 | BOY |
| EOY | 43183610 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63117906 | BOY |
| EOY | 59924649 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65078773 | BOY |
| EOY | 62934827 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1587390 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1605867 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4624031 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4709337 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4206078 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4182222 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4050056 | CurrentTaxYear |
| Total | 21771724 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4624031 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4709337 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4206078 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4182222 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4050056 | CurrentTaxYear |
| Total | 21771724 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3737045 | AmountsSubstContributorsTotal |
| Public Support Total170 | 18034679 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1631038 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1779433 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1020620 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1023624 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1083484 | CurrentTaxYear |
| Total | 6538199 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 28309923 | TotalSupport |
| Gross Receipts From Admissions Etc | 1029208 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.63700 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.58950 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Total Direct Lobbying TotalDirectLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 7254339 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 7254339 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 512717 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 128179 | FilingOrganizationsTotals |
Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 0 | FilingOrganizationsTotals |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 421258 | CurrentYearMinus3 |
| Current Year Minus2 | 421703 | CurrentYearMinus2 |
| Current Year Minus1 | 437220 | CurrentYearMinus1 |
| Current Year | 512717 | CurrentYear |
| Total | 1792898 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,689,347 | LobbyingCeilingAmount |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 105315 | CurrentYearMinus3 |
| Current Year Minus2 | 105426 | CurrentYearMinus2 |
| Current Year Minus1 | 109305 | CurrentYearMinus1 |
| Current Year | 128179 | CurrentYear |
| Total | 448225 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $672,338 | GrassrootsCeilingAmount |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 0 | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 60460344 | BeginningOfYearBalance |
| Contributions | 2203362 | Contributions |
| Investment Earnings Or Losses | -1713980 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 4144819 | GrantsOrScholarships |
| End Of Year Balance | 56804907 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 56194745 | BeginningOfYearBalance |
| Contributions | 65418 | Contributions |
| Investment Earnings Or Losses | 5911469 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 1711288 | GrantsOrScholarships |
| End Of Year Balance | 60460344 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 48694337 | BeginningOfYearBalance |
| Contributions | 75123 | Contributions |
| Investment Earnings Or Losses | 7919893 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 38000 | GrantsOrScholarships |
| End Of Year Balance | 56651353 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 65664796 | BeginningOfYearBalance |
| Contributions | 56729 | Contributions |
| Investment Earnings Or Losses | -16784534 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 242654 | GrantsOrScholarships |
| End Of Year Balance | 48694337 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.76000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.24000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 165711 | OtherCostOrOtherBasis |
| Book Value | 165711 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1306140 | OtherCostOrOtherBasis |
| Depreciation | 121386 | Depreciation |
| Book Value | 1184754 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 439528 | OtherCostOrOtherBasis |
| Depreciation | 234370 | Depreciation |
| Book Value | 205158 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 214472 | OtherCostOrOtherBasis |
| Depreciation | 120801 | Depreciation |
| Book Value | 93671 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1649294 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SECURITY DEPOSIT | Description |
| Amount | $3,570 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3570 | TotalOfAmounts |
| Total Revenue | 5666949 | TotalRevenue |
| Total Expenses | 7254339 | TotalExpenses |
| Excess Or Deficit For Year | -1587390 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -1605867 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -1605867 | TotalAdjustments |
| Excess Or Deficit Per FS | -3193257 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 4064456 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1605867 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 3374 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | -1602493 | RevenueNotRptdF990 |
| Revenue Subtotal | 5666949 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 5666949 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7257713 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 3374 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 3374 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7254339 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7254339 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | ENDOWMENT FUNDS ARE RESTRICTED TO USE FOR EDUCATIONAL ENRICHMENT AND SCHOLARSHIPS. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | AS OF DECEMBER 31, 2011, 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) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (34 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|
| ENIPC INC | ||||||
| 19 INDUSTRIAL PARK ROAD 3 | SANTA FE | NM | 87506 | 850196692 | 15000 | TO EXPAND THE "BRIDGE TO COLLEGE" PROGRAM, AN ON-GOING INITIATIVE THAT ASSISTS NORTHERN NEW MEXICO MIDDLE AND HIGH SCHOOL STUDENTS WITH EDUCATIONAL SERVICES. |
| PUEBLO DE SAN ILDEFONSO EDUCATION AND YOUTH DEPARTMENT | ||||||
| ROUTE 5 BOX 315A | SANTA FE | NM | 87506 | 850257748 | 15000 | TO ESTABLISH AN ORGANIC GARDEN AND YOUTH PRESENTATION SERIES UNDER A THREE-YEAR CURRICULUM THAT PRESENTS STEM CONCEPTS THROUGH A CULTURAL LENS. |
| RIVER SOURCE | ||||||
| 4000 LEARNING ROAD NW | ALBUQUERQUE | NM | 87120 | 850420092 | 15000 | TO ENGAGE SCHOOLS IN WATERSHED STEWARDSHIP AND MONITORING, PROVIDE TEACHER TRAINING, AND CONNECT STUDENTS AND COMMUNITIES WITH WATERSHED RESTORATION PROJECTS AND TECHNOLOGY FOR SHARING DATA ON WATERSHED HEALTH. |
| SANTA FE COMMUNITY COLLEGE SCHOOL OF EDUCATION | ||||||
| 6401 RICHARDS AVENUE | SANTA FE | NM | 87508 | 850311615 | 15000 | TO SUPPORT TEACHER EFFICACY IN SCIENCE THROUGH PROJECT-BASED LEARNING IN A LAB SCHOOL ENVIRONMENT. |
| SANTA FE INDIAN SCHOOL | ||||||
| PO BOX 5340 | SANTA FE | NM | 87502 | 850346497 | 15000 | TO SUPPORT THE CENAC SCIENCE FAIR AND SCHOOL REFORM RALLY. |
| BIG SKY LEARNING | ||||||
| 1114 HICKOX STREET UNIT G | SANTA FE | NM | 87505 | 850392417 | 15000 | FOR THE DEVELOPMENT OF INTERNET-ASSISTED, PROJECT-BASED SCIENCE CURRICULA FOR USE AT SUMMER SCIENCE PROGRAMS AND PUBLIC SCHOOLS. |
| MONTE DEL SOL CHARTER SCHOOL | ||||||
| 105 E MARCY STREET SUITE 114 | SANTA FE | NM | 87501 | 850456767 | 10000 | TO SUPPORT "CONNECT: A BRIDGE TO HIGH SCHOOL," A PROGRAM FOR 8TH-GRADE STUDENTS NEEDING REMEDIAL ASSISTANCE IN MATH. |
| NORTHERN NEW MEXICO COLLEGE MATH CENTER | ||||||
| 921 NORTH PASEO DE ONATE | ESPANOLA | NM | 87532 | 846000545 | 15000 | FOR THE DESIGNING AND IMPLEMENTATION OF SUPPORT-MODULES FOR 100 TO 400 LEVEL MATH/SCIENCE COURSES. |
| SANTA FE CHILDREN'S MUSEUM | ||||||
| 1050 OLD PECOS TRAIL | SANTA FE | NM | 87505 | 850335070 | 15000 | TO SUPPORT ITS FREE AND LOW-COST SCIENCE OUTREACH PROGRAMS TO CHILDREN FROM PRE-K TO 8TH GRADE CLASSROOMS IN NORTHERN NEW MEXICO WHO CANNOT COME TO THE MUSEUM AND HANDS-ON, MATERIALS-RICH SCIENCE PROGRAM ACTIVITIES ON THE MUSEUM CAMPUS. |
| CAMINO DE PAZ SCHOOL AND FARM | ||||||
| 03A CAMINO DE PAZ PO BOX 669 | SANTA CRUZ | NM | 87567 | 043762309 | 12500 | TO SUPPORT INTEGRATED, HANDS-ON STEM INSTRUCTION BASED ON THE OPERATION OF A CERTIFIED GOAT DAIRY, CONCEIVED, DESIGNED, AND BUILT (IN PART) BY MIDDLE-SCHOOL STUDENTS. |
| VECINOS DEL RIO | ||||||
| PO BOX 407 | VELARDE | NM | 87582 | 850464041 | 12000 | FOR PETROGLYPH PRESERVATION, ACCOMPLISHED THROUGH THE EDUCATION AND TRAINING OF YOUTH AND CHILDREN. |
| THE FOREST GUILD | ||||||
| PO BOX 519 | SANTA FE | NM | 87504 | 850446866 | 10000 | TO IMPLEMENT NATURAL RESOURCE SCIENCE AND MATH-BASED CURRICULA IN OUR YOUTH CONSERVATION CORPS ON-THE-GROUND EDUCATION AND TRAINING PROGRAM FOR NORTHERN NM YOUTH FROM FOREST-BASED COMMUNITIES IN SAN MIGUEL, TAOS, AND SANDOVAL COUNTIES. |
| CANONES EARLY CHILDHOOD CENTER | ||||||
| PO BOX 55 | CANONES | NM | 87516 | 850367878 | 10000 | TO PLAN, TRAIN STAFF, AND IMPLEMENT A DEVELOPMENTALLY-APPROPRIATE COMPUTER LITERACY / MATH LITERACY OUTREACH PROJECT FOR PRESCHOOL CHILDREN LIVING IN ISOLATED, ECONOMICALLY IMPOVERISHED COMMUNITIES IN NORTHERN NEW MEXICO. |
| NM MESA INC | ||||||
| 2808 CENTRAL SE STE 122 | ALBUQUERQUE | NM | 87106 | 850371954 | 10000 | FOR CORE OPERATING SUPPORT FOR: 1)EDUCATIONAL OUTREACH IN SCIENCE, TECHNOLOGY, ENGINEERING AND MATH (STEM) TO MIDDLE/HIGH SCHOOL STUDENTS FROM DIVERSE ETHNIC GROUPS, INCLUDING STUDENT SUPPORT ACTIVITIES; 2) STUDENT TECHNOLOGY LITERACY IN RESEARCH, DATA ANALYSIS/INTERPRETATION; 3) TRAINING IN STEM DISCIPLINES FOR TEACHERS IN 11 SCHOOL DISTRICTS. |
| ST VINCENT HOSPITAL FOUNDATION | ||||||
| 455 MICHAELS DRIVE | SANTA FE | NM | 87505 | 850282847 | 10000 | FOR THE CHRISTUS ST. VINCENT 2011 HEALTHCARE EXPLORATION PROGRAM (HEP) TO PROVIDE STEM EDUCATION FOR 25 HIGH-SCHOOL STUDENTS AS THEY EXPLORE A WIDE RANGE OF HEALTHCARE CAREERS. |
| THE MASTERS PROGRAM (LEA) | ||||||
| 6401 RUCHARDS AVE SFCC ROOM LL320 | SANTA FE | NM | 87508 | 800477817 | 10000 | FOR SAMPLE PREPARATION LABORATORY EQUIPMENT ASSOCIATED WITH THIS LABORATORY AS PART OF TMP'S "HANDS-ON" STEM PROGRAM AND PROVIDE FUNDS FOR PROFESSIONAL DEVELOPMENT OF TMP STAFF. |
| ROCKY MOUNTAIN YOUTH CORPS | ||||||
| PO BOX 1960 | RANCHOS DE TAOS | NM | 87557 | 850404817 | 8500 | TO SUPPORT EDUCATION AND TRAINING FOR SUMMER YOUTH CONSERVATION CORPS CREWS USING SERVICE LEARNING PRINCIPLES. |
| HISPANICS IN PHILANTHROPY | ||||||
| 55 SECOND STREET STE 1500 | SAN FRANCISCO | CA | 94105 | 943040607 | 6000 | TO SUPPORT HIP NM'S NETWORK OF GRANTMAKERS COMMITTED TO STRENGTHENING LATINO COMMUNITIES. |
| AUDUBON NEW MEXICO | ||||||
| 1800 UPPER CANYON ROAD | SANTA FE | NM | 87501 | 131624102 | 5900 | TO ENGAGE STUDENTS FROM THE SANTA FE SCHOOLS PARTICIPATING IN THE NORTHERN NEW MEXICO INQUIRY SCIENCE EDUCATION CONSORTIUM (ISEC) IN INQUIRY AND SCIENCE-BASED NATURE EDUCATION PROGRAMS. |
| INVENT NOW INC | ||||||
| 3701 HIGHLAND PARK NW | NORTH CANTON | OH | 44702 | 341580038 | 5100 | TO PROVIDE THEIR PROGRAMS TO UNDERSERVED CHILDREN IN RIO ARRIBA, LOS ALAMOS, SANTA FE, AND SANDOVAL COUNTIES. |
| EMBUDO VALLEY LIBRARY AND COMMUNITY CENTER | ||||||
| PO BOX 310 | DIXON | NM | 87527 | 850314391 | 5000 | TO SURVEY THE AMOUNT AND NATURE OF SCIENCE PROGRAMMING FOR YOUTH CURRENTLY OFFERED BY LIBRARIES IN NEW MEXICO, TO CREATE AND TEST SCIENCE MODULES THAT INCORPORATE RESEARCH AND INQUIRY-BASED LEARNING, AND TO SHARE THE RESULTING CURRICULUM WITH RURAL LIBRARIES ACROSS THE STATE AND NATION. |
| YOUTH SHELTERS | ||||||
| PO BOX 28279 | SANTA FE | NM | 87592 | 850324625 | 5000 | TO FUND ITS WORKFORCE AND EDUCATION INITIATIVE TO ASSIST RUNAWAY, HOMELESS, AND IN-CRISIS YOUTH IMPROVE BASIC COMPETENCY IN MATH AND SCIENCE SKILLS, AND ULTIMATELY ATTAIN THEIR GENERAL EQUIVALENCY DEGREE (GED) OR HIGH SCHOOL DIPLOMA. |
| ESPANOLA PUBLIC SCHOOLS | ||||||
| 714 DON DIEGO | ESPANOLA | NM | 87532 | 856000289 | 990170 | TO SUPPORT THREE STEM INITIATIVES: 1) EDUCATIONAL TECHNOLOGY THROUGH SUSTAINING INFRASTRUCTURE, NETWORK AND INTERNET COMMUNICATIONS FOR THE DISTRICTS EDUCATIONAL TECHNOLOGY INITIATIVES TO DEVELOP 21ST CENTURY LEARNING ENVIRONMENTS. 2) PURCHASE INQUIRY SCIENCE KITS FOR DISTRICT-WIDE K-6 INQUIRY SCIENCE INSTRUCTION. 3) TEACHER PROFESSIONAL DEVELOPMENT FOR STEM. |
| SANTA FE PUBLIC SCHOOLS | ||||||
| 610 ALTA VISTA | SANTA FE | NM | 87505 | 856000169 | 821448 | TO SUPPORT THE SANTA FE PUBLIC SCHOOLS LANL SCIENCE INITIATIVE TO ENHANCE TEACHING AND LEARNING WITHIN HANDS-ON SCIENCE-BASED INQUIRY INSTRUCTION. |
| POJOAQUE VALLEY SCHOOLS | ||||||
| 1574 STATE ROAD 502 | SANTA FE | NM | 87506 | 850166355 | 205000 | FOR A TRUE-MOBILE NETWORK AND TO BEGIN FIRST ROUND OF 1:1 INITIATIVE AT OUR HIGH SCHOOL. |
| JEMEZ VALLEY PUBLIC SCHOOLS | ||||||
| 8501 HIGHWAY 4 | JEMEZ PUEBLO | NM | 87024 | 856003713 | 92940 | TO FUND A PARTIAL FTE, SITE LICENSES AND SOFTWARE SUBSCRIPTIONS, EMPLOYEE TRAINING, AND SUPPLIES/MATERIALS TO SUPPORT MATH, SCIENCE, AND TECHNOLOGY EDUCATION. |
| RIO RANCHO PUBLIC SCHOOLS | ||||||
| 500 LASER RD NE | RIO RANCHO | NM | 87124 | 850414272 | 75067 | TO PROVIDE HANDS ON INQUIRY BASED MIDDLE SCHOOL SCIENCE EDUCATION AND TO SUPPORT THE HIGH SCHOOL SCIENCE RESEARCH EXPO IN AN EFFORT TO INCREASE STUDENTS' PARTICIPATION IN THE REGIONAL AND NATIONAL JUNIOR SCIENCE AND RESEARCH SYMPOSIA, AND THE INTEL INTERNATIONAL SCIENCE AND ENGINEERING FAIR. |
| POJOAQUE VALLEY SCHOOLS | ||||||
| 1574 STATE ROAD 502 | SANTA FE | NM | 87506 | 850166355 | 56662 | FOR THE DISTRICT TO PARTICIPATE IN THE LANL FOUNDATION INQUIRY SCIENCE EDUCATION CONSORTIUM FOR THE PURCHASE OF SCIENCE KITS FOR GRADES 4 - 6. |
| MESA VISTA CONSOLIDATED SCHOOLS | ||||||
| PO BOX 6 1253A HIGHWAY 554 | EL RITO | NM | 87530 | 850198946 | 41466 | TO CONTINUE THE IMPLEMENTATION OF THE INQUIRY BASED SCIENCE PROGRAM AT OUR TWO ELEMENTARY SCHOOLS. |
| JEMEZ MOUNTAIN SCHOOLS | ||||||
| PO BOX 230 | GALLINA | NM | 87017 | 850170973 | 25737 | TO PURCHASE SCIENCE AND MATH SHORT CYCLE ASSESSMENTS IN ORDER TO MEASURE STUDENT ACADEMIC GROWTH AND PROVIDE AFTERSCHOOL STEM RELATED LEARNING ACTIVITIES. |
| PENASCO INDEPENDENT SCHOOLS | ||||||
| PO BOX 520 | PENSASCO | NM | 87553 | 856000427 | 25022 | TO CONTINUE IMPLEMENTING AND EXPANDING THE EXPEDITIONARY SERVICE LEARNING PROGRAM. |
| TAOS MUNICIPAL SCHOOLS | ||||||
| 213 PASEO DEL CANON | TAOS | NM | 87571 | 856000179 | 24307 | TO CONTINUE PROVIDING STEM BASED CURRICULUM THAT ENABLES STUDENTS TO BE PREPARED TO SUCCEED IN THE 21ST CENTURY. |
| BERNALILLO PUBLIC SCHOOLS | ||||||
| 224 N CAMINO DEL PUEBLO | BERNALILLO | NM | 87004 | 856000791 | 17353 | TO SUPPORT THE STEM SISTERS ENRICHMENT PROGRAM FOR 8TH GRADE FEMALE STUDENTS. |
| CHAMA VALLEY INDEPENDENT SCHOOLS | ||||||
| PO BOX 10 | TIERRA AMARILLA | NM | 87575 | 850194573 | 7050 | TO SUPPORT TECHNOLOGY ACROSS THE CURRICULUM FOR BOTH STAFF AND STUDENTS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 34 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SCHOLARSHIPS WERE AWARDED TO NORTHERN NEW MEXICO HIGH SCHOOL STUDENTS TO ATTEND THE COLLEGE OF THEIR CHOICE. MOST AWARDS ARE MULTI-YEAR AWARDS. | TypeOfGrant |
| Number Of Recipients | 204 | NumberOfRecipients |
| Amount Of Cash Grant | 353256 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 0 | AmountOfNonCashAssistance |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILIABLE ON THE ORGANIZATION'S WEBSITE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -1,605,867. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINCE 2C: | THE PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED. | SELECTION OF INDEPENDENT ACCOUNTANT |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUILDING EQUITY LLC | BusinessNameLine1 |
Address US AddressUS
| 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 | PrimaryActivities |
| Legal Domicile State | NM | LegalDomicileState |
| Total Income | 134530 | TotalIncome |
| EOY Assets | 1375931 | EOYAssets |
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