Form 990 for tax year 2023
Filed by THE COMMUNITY FOUNDATION OF SOUTHERN NEW MEXICO.
Totals
- Total revenue
- $14,161,520
- Total expenses
- $4,181,639
- Contributions and grants received
- $12,592,211
- Grants paid
- $3,182,904
- Program service revenue
- $476,242
- Investment income
- $1,100,094
- Other revenue
- -$7,027
- Total assets, end of year
- $48,816,884
- Total liabilities, end of year
- $6,692,512
- Net assets or fund balances, end of year
- $42,124,372
- Program services expenses (Part IX)
- $3,893,167
- Management and general expenses
- $195,642
- Fundraising expenses
- $92,830
- Program service expenses (Part III)
- $3,893,167
Program services were 93.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$113,621
-
1f · All other contributions, gifts and grants
$12,478,590
-
1g · Noncash contributions included above
$31,952
-
2a · Program service revenue: Management Fee Income
total $356,124 · related or exempt $356,124
-
2b · Program service revenue: Other program revenue
total $120,118 · related or exempt $120,118
-
3 · Investment income
total $489,752 · excluded $489,752
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6a · Gross rents
real property $31,914
-
6c · Rental income or loss
real property $31,914
-
6d · Net rental income or loss
total $31,914 · excluded $31,914
-
7a · Gross sales of assets other than inventory
securities $15,748,516
-
7b · Less cost or other basis and sales expenses
securities $15,138,174
-
7c · Gain or loss
securities $610,342
-
7d · Net gain or loss
total $610,342 · excluded $610,342
-
8a · Fundraising events: gross income
$19,466
-
8a · Fundraising events: contributions included on line 1c
$113,621
-
8b · Fundraising events: direct expenses
$65,135
-
8c · Net income from fundraising events
total -$45,669 · excluded -$45,669
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: Other Income
total $6,728 · related or exempt $6,728
-
11e · Other revenue, total
$6,728
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $3,028,300 · program services $3,028,300
-
2 · Grants to domestic individuals
total $154,604 · program services $154,604
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $131,010 · program services $99,568 · management and general $19,651 · fundraising $11,791
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $141,715 · program services $107,703 · management and general $21,257 · fundraising $12,755
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $21,246 · program services $16,147 · management and general $3,187 · fundraising $1,912
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $1,072 · management and general $1,072
-
11c · Fees: accounting
total $33,382 · management and general $33,382
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $41,971 · management and general $41,971
-
11g · Fees: other
total $365,100 · program services $291,313 · management and general $39,496 · fundraising $34,291
-
12 · Advertising and promotion
total $31,124 · program services $23,654 · management and general $4,670 · fundraising $2,800
-
13 · Office expenses
total $33,153 · program services $25,196 · management and general $4,973 · fundraising $2,984
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $13,343 · program services $10,140 · management and general $2,002 · fundraising $1,201
-
17 · Travel
total $1,633 · program services $1,241 · management and general $245 · fundraising $147
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $2,509 · program services $1,907 · management and general $376 · fundraising $226
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $55,498 · program services $42,134 · management and general $8,353 · fundraising $5,011
-
23 · Insurance
total $41,333 · program services $31,414 · management and general $6,200 · fundraising $3,719
-
24a · Other expenses: Rental and maintenance
total $25,262 · program services $19,199 · management and general $3,789 · fundraising $2,274
-
24b · Other expenses: Inkind
total $15,233 · program services $15,233
-
24c · Other expenses: Donor development
total $10,710 · fundraising $10,710
-
24d · Other expenses: Education and development
total $10,031 · program services $7,623 · management and general $1,506 · fundraising $902
-
24e · All other expenses
total $23,410 · program services $17,791 · management and general $3,512 · fundraising $2,107
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,766,949 · end of year $193,997
-
2 · Savings and temporary cash investments
beginning of year $2,815,771 · end of year $3,569,531
-
3 · Pledges and grants receivable
beginning of year $17,071,720 · end of year $16,120,531
-
4 · Accounts receivable
beginning of year $103,078 · end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $15,208 · end of year $11,833
-
10a · Land, buildings and equipment: cost or other basis
$1,854,937
-
10b · Land, buildings and equipment: accumulated depreciation
$92,202
-
10c · Land, buildings and equipment, net
beginning of year $1,764,738 · end of year $1,762,735
-
11 · Investments: publicly traded securities
beginning of year $14,424,961 · end of year $27,009,106
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $142,423 · end of year $149,151
-
17 · Accounts payable and accrued expenses
beginning of year $52,395 · end of year $129,617
-
25 · Other liabilities
beginning of year $6,750,167 · end of year $6,562,895
-
27 · Net assets without donor restrictions
beginning of year $9,463,917 · end of year $9,472,579
-
28 · Net assets with donor restrictions
beginning of year $21,838,369 · end of year $32,651,793
Mission and programs · 2023
Mission
The Community Foundation of Southern New Mexico serves as a community resource, connects donors to needs, and supports charitable organizations in their work.
-
To support community projects and assist nonprofit organizations of Southern New Mexico.
Expenses $3,893,167 · Grants $3,182,904 · Revenue $476,242
As filed on the 2023 return.
Listed in Part VII
-
Terra Winter
President & CEO
- Total calculated
- $131,010
- From this org
- $131,010
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Preston Mitchell
Chair
- Total calculated
- $0
- Hours/week
- 5
-
Katy Brack Morrow
Vice Chair
- Total calculated
- $0
- Hours/week
- 5
-
Melissa Diaz
Secretary
- Total calculated
- $0
- Hours/week
- 5
-
Gary Bruner
Treasurer
- Total calculated
- $0
- Hours/week
- 5
-
Celeste McGuire
Past Chair
- Total calculated
- $0
- Hours/week
- 5
-
Dr Dolores Gomez
Director
- Total calculated
- $0
- Hours/week
- 5
-
Chris Mitchell
Director
- Total calculated
- $0
- Hours/week
- 5
-
Dr Loui Reyes
Director
- Total calculated
- $0
- Hours/week
- 5
-
Michael Smith
Director
- Total calculated
- $0
- Hours/week
- 5
-
Christopher Salcido
Director
- Total calculated
- $0
- Hours/week
- 5
-
Christine Salazar
Director
- Total calculated
- $0
- Hours/week
- 5
-
Ricardo Rico Gonzales
Director
- Total calculated
- $0
- Hours/week
- 5
-
Alexander Alex Hummer
Director
- Total calculated
- $0
- Hours/week
- 5
-
Craig Buchanan
Director
- Total calculated
- $0
- Hours/week
- 5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$292,500
General Operations
-
$253,834
General Operations
-
$192,500
General Operations
-
$140,000
General Operations
-
$125,000
General Operations
-
$89,216
General Operations
-
$75,000
General Operations
-
$69,354
General Operations
-
$69,354
General Operations
-
$69,354
General Operations
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 29 July 2024
- IRS schema version
- 2023v5.1
- Source object
- 202432119349301228
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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