2012-05-15T09:23:10-05:00 2011-06-30 GIBSON RUDDOCK PATTERSON LLC 600 SUNLAND PARK DR 6-300 EL PASO TX 79912 990 2010-07-01 850170157 NEW MEXICO STATE UNIVERSITY FOUNDATION INC NEWM 5756461613 P O BOX 3590 LAS CRUCES NM 880033590 TINA BYFORD 5756461613 2012-05-15 1 BRENDA YEAGER 9153563700 2010 2016-02-24 21:20:13Z DENNIS PRESCOTT P O BOX 3590 LAS CRUCES NM 880033590 16849379 0 X WWW.GIVING.NMSU.EDU X 1959 NM THE MISSION OF THE NEW MEXICO STATE UNIVERSITY FOUNDATION, INC. IS TO SECURE AND MANAGE PRIVATE GIFTS TO PROMOTE THE EDUCATIONAL PURPOSES OF NEW MEXICO STATE UNIVERSITY. 41 41 0 57 2547 0 6920258 9130462 531064 532401 3701210 5727545 614577 542768 11767109 15933176 5749079 8938143 0 0 0 0 0 14975 1835526 2542859 3751612 8291938 12704730 3475171 3228446 138279548 146893068 40106352 45102566 98173196 101790502 THE MISSION OF THE NEW MEXICO STATE UNIVERSITY FOUNDATION, INC. IS TO SECURE AND MANAGE PRIVATE GIFTS TO PROMOTE THE EDUCATIONAL PURPOSES OF NEW MEXICO STATE UNIVERSITY. 0 0 8938143 8938143 532401 DIRECT GRANTS TO SUPPORT NEW MEXICO STATE UNIVERSITY BY PROVIDING FUNDS FOR NEW MEXICO STATE UNIVERSITY ACTIVITIES, SCHOLARSHIPS, AND FINANCIAL AID TO STUDENTS. THE FOUNDATION'S ACTIVITIES AFFECTED A TOTAL OF 1,100 GIFT ACCOUNTS INCLUDING THOSE RELATED TO STUDENT AID AND RESEARCH, AND APPROXIMATELY 2,900 SCHOLARSHIPS WERE FUNDED. 8938143 1 1 0 1 0 0 0 1 0 1 1 1 0 1 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 1 76 0 0 1 1 0 0 0 0 1 1 0 0 0 0 X 41 41 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 0 0 0 NM X X X THE ORGANIZATION 5756461613 1305 N HORSESHOE DRIVE LAS CRUCES NM 88003 X HERMAN BACA 1.00 X 0 0 0 DINO CAMUNEZ 1.00 X 0 0 0 BRIAN CHARLTON 1.00 X 0 0 0 TIMOTHY CLIFFORD 1.00 X 0 0 0 JACK COOPER 1.00 X 0 0 0 JOHN CORDOVA 1.00 X 0 0 0 JACKIE MITCHELL EDWARDS 1.00 X 0 0 0 DEL ESPARZA 1.00 X 0 0 0 JAKE HILL 1.00 X 0 0 0 TERRY JOHNSON 1.00 X 0 0 0 PAT LAMB 1.00 X 0 0 0 JOHN LONG 1.00 X 0 0 0 E LARRY LUJAN JR 1.00 X 0 0 0 TOM MOBLEY JR 1.00 X 0 0 0 DR REYNALDO ORTIZ 1.00 X 0 0 0 JOHN PAPEN III 1.00 X 0 0 0 BRENDA PORTER 1.00 X 0 0 0 LIBBY PRUETT 1.00 X 0 0 0 PAUL QUEEN 1.00 X 0 0 0 DR BOBBY RANKIN 1.00 X 0 0 0 BEN SALOPEK 1.00 X 0 0 0 SCOTT SMITH 1.00 X 0 0 0 DAN SOCOLOFSKY 1.00 X 0 0 0 LONNIE TERRY 1.00 X 0 0 0 CHARLES THARP 1.00 X 0 0 0 MAYA THEUS 1.00 X 0 0 0 RALPH TORRES 1.00 X 0 0 0 JOSE URANGA 1.00 X 0 0 0 DR DANNY VILLANUEVA 1.00 X 0 0 0 SCOTT WILLIAMS 1.00 X 0 0 0 BROWNING YELVINGTON 1.00 X 0 0 0 DR DENNIS PRESCOTT 20.00 X X 0 0 0 DR MIKE JOHNSON 1.00 X X 0 0 0 DR JO RAABE-ASPREY 1.00 X X 0 0 0 LEE ELLEN BANKS 1.00 X X 0 0 0 MARYLOU DAVIS 1.00 X X 0 0 0 DR PATTY LOPEZ 1.00 X 0 0 0 SMOKY TORGERSON 1.00 X 0 0 0 TANA LUCY 1.00 X 0 0 0 SANDRA RICCI 1.00 X 0 0 0 NICK FRANKLIN 1.00 X 0 225456 0 TINA BYFORD 30.00 X 0 168628 0 DEBORAH WIDGER 30.00 X 0 136777 0 0 530861 0 0 0 1 0 THE ARMSTRONG GROUP PRIVATE WEALTH MANAG 2125 LOUISIANA BLVD NE STE 200 ALBUQUERQUE NM 87110 INVESTMENT MANAGEMENT 230873 1 271716 8858746 1062569 9130462 NMSU MANAGEMENT FEE 900099 532401 532401 532401 2744524 2744524 23206 23206 61000 7325 53675 53675 53675 3556434 266475 556340 283548 3000094 -17073 2983021 2983021 513392 271716 68990 444402 444402 2547 2547 2547 NON-GIFT REVENUE 900099 21275 21275 MISC (LOSS) 900099 -2337 -2337 18938 15933176 532401 2547 6267766 8938143 8938143 2470 2470 29750 29750 14975 14975 783215 783215 112279 70405 41874 10927 10927 41279 18520 22759 295397 295397 40063 5027 35036 46794 46794 16397 16397 REIMBURSEMENT TO NMSU 1925922 604132 1321790 OTHER & PROGRAM EXPENSE 188307 19173 169134 CANDIDATE SEARCH/INTERV 71803 71803 PROMOTIONAL RECEPTIONS/ 68530 19558 48972 PRINTING AND PUBLICATIO 62084 3238 58846 56395 16985 39410 12704730 8938143 1931061 1835526 663742 3105945 8071482 6130644 6646404 4974166 23193 23467 30880 43233 2185639 302670 2092932 1882969 76899635 95427846 43851280 35304798 138279548 146893068 40106352 45102566 40106352 45102566 X 12154435 4470785 20621848 31762959 65396913 65556758 98173196 101790502 138279548 146893068 X 3228446 388860 X 0 1 1 X 0 X 11228216 8737416 7304726 6749488 9130462 43150308 162289 186411 194704 207303 203749 954456 11390505 8923827 7499430 6956791 9334211 44104764 2417689 41687075 8104312 5480603 1968949 2055728 1984515 19594107 3353 754 937 2547 7591 6499 257082 65785 79736 409102 64115564 4913236 0.65020 0.59350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 1 10649 0 0 0 10649 0 237000 14467 X 0 81606907 7274809 15754958 4949937 99686737 70537054 9316268 6528392 4774807 81606907 84936326 6094840 -15823054 4671058 70537054 0.04000 0.66000 0.30000 0 0 407365 407365 1291429 1291429 337664 176786 160878 149181 125884 23297 1882969 INVESTMENTS-SECURITIES 95427846 F 95427846 ASSETS HELD IN TRUST - NMSU 39685438 ASSETS HELD IN TRUST UNDER SPLIT INTEREST AGREEMENTS 623467 INSURANCE POLICIES 550512 WORKS OF ART 237000 OTHER RECEIVABLES 218693 DEPOSITS 1110 UNREALIZED (GAINS) LOSSES IN INVESTMENTS -6534626 CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 523204 35304798 SPLIT INTEREST AGREEMENTS PAYABLE 220114 GIFT ANNUITIES PAYABLE 2648838 DUE TO NEW MEXICO STATE UNIVERSITY 1512843 ASSETS HELD IN TRUST FOR NEW MEXICO STATE UNIVERSITY 39685438 OTHER LIABILITIES 1035333 45102566 PART III, LINE 4: THE ORIGINAL WORKS OF ART ARE ON DISPLAY AND SERVE TO ENCOURAGE DONORS TO CONTINUE CONTRIBUTING TO THE VARIOUS ART/PERFORMING ART PROGRAMS OF NEW MEXICO STATE UNIVERSITY. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE FOUNDATION'S ENDOWMENTS CONSIST OF APPROXIMATELY 1317 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES TO SUPPORT THE MISSION OF THE FOUNDATION TO SUPPORT NEW MEXICO STATE UNIVERSITY BY PROVIDING FUNDS FOR NEW MEXICO STATE UNIVERSITY ACTIVITIES, SCHOLARSHIPS, AND FINANCIAL AID TO STUDENTS. ALUMNI LICENSE PLATES 130325 0 130325 FUNDRAISER DINNER 78411 32340 46071 300 28 496189 228839 267350 65684 704925 261179 443746 65984 65984 377762 1 NEW MEXICO STATE UNIVERSITY MSC 3AA P O BOX 30001 LAS CRUCES NM 88003 856000401 NEW MEXICO ST UNIV 8938143 UNIVERSITY ACTIVITIES, SCHOLARSHIPS, AND FINANCIAL AID TO STUDENTS. PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE FOUNDATION HOLDS AND INVESTS MONEY FOR NEW MEXICO STATE UNIVERSITY; ALL INVESTMENT GAINS AND LOSSES ARE RECORDED, AS ARE FUNDS TRANSFERRED TO THE UNIVERSITY AS NEEDED AND REQUESTED. X 1 1 0 0 0 0 0 0 0 0 0 NICK FRANKLIN 0 203722 0 0 0 21734 0 0 0 0 0 225456 0 0 TINA BYFORD 0 153014 0 0 0 15614 0 0 0 0 0 168628 0 0 X 17 FAIR MARKET VALUE 0 1 1 THIRD PARTY USE: PART I, LINE 32B: BROKERAGE FIRMS ARE USED TO SELL DONATED SECURITIES. FORM 990, PART VI, SECTION B, LINE 11 A DRAFT OF THE ORGANIZATION'S FORM 990 IS E-MAILED TO THE FOUNDATION'S CONTROLLER/CFO FOR REVIEW. AFTER REVIEW, THE RETURN IS FORWARDED TO THE AUDIT COMMITTEE FOR FURTHER REVIEW BEFORE FORWARDING IT TO THE BOARD MEMBERS FOR THEIR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO COMPLETE CONFLICT OF INTEREST FORMS ANNUALLY. THIS IS MONITORED BY THE NMSU FOUNDATION AUDIT COMMITTEE AND REPORTED TO THE FULL BOARD OF DIRECTORS. HUMAN RESOURCES AT NEW MEXICO STATE UNIVERSITY REVIEWS AND APPROVES ALL SALARIES; THE PRESIDENT OF NMSU MUST APPROVE THE SALARY FOR THE PRESIDENT OF THE FOUNDATION. FORM 990, PART VI, SECTION C, LINE 19 THE NEW MEXICO STATE UNIVERSITY FOUNDATION MAKES ITS GOVERNING DOCUMENTS, INCLUDING ITS ARTICLES OF INCORPORATION, ANNUAL REPORT, AND BYLAWS, AND ITS CODE OF CONDUCT POLICY, AND THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR THE NEW MEXICO FOUNDATION INC AND SUBSIDIARIES AVAILABLE TO THE PUBLIC UPON REQUEST, I.E. BY CONTACTING THE FOUNDATION'S CONTROLLER/CFO. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: PRIOR PERIOD ADJUSTMENTS: 388,860. PRIOR PERIOD ADJUSTMENT OF $388,860 FOR REVENUE ORIGINALLY REPORTED IN RELATED 501(C)(3) ORGANIZATION (NMSU SPACE DEVELOPMENT FOUNDATION EIN 20-5952679). NMSU SPORTS ENTERPRISES INC P O BOX 3590 LAS CRUCES NM 88003 850266261 TO PROVIDE SUPPORT FOR NMSU ATHLETIC ENDEAVORS NM 501(C)(3) 170(B)(1) (A)(IV) N/A 0 NMSU SPACE DEVELOPMENT FOUNDATION P O BOX 3590 LAS CRUCES NM 88003 205952679 TO PROVIDE SUPPORT FOR NMSU AND SPACE DEVELOPMENT ACTIVITIES NM 501(C)(3) 170(B)(1) (A)(IV) N/A 0 NEW MEXICO STATE UNIVERSITY MSC 3AA P O BOX 30001 LAS CRUCES NM 88003 856000401 EDUCATION NM 0 0 1 0 0 0 0 0 0 0 1 1 0 1 1 1 1 0 0 NEW MEXICO STATE UNIVERSITY B 8938143 FMV NEW MEXICO STATE UNIVERSITY J 203749 FMV