2024-02-16T12:48:31-06:00 2023-06-30 850203431 REDW LLC 7425 Jefferson St NE Albuquerque NM 87109 990 2022-07-01 856010741 University of New Mexico Alumni Association UNIV 5052779083 UNM Hodgin Hall MSCOL-1160 Albuquerque NM 87131 Connie Beimer Executive Director 5052779083 2024-02-08 1 Connie Beimer 999009999 1 Jamie S Fridley CPA P00380605 5059983200 2024-01-22 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Connie Beimer UNM Hodgin Hall MSCOL-1160 Albuquerque NM 87131 4529864 0 X www.unmalumni.com X 1962 NM THE ALUMNI ASSOCIATION IS A VITAL PARTNER IN THE CONTINUED EXCELLENCE OF THE UNIVERSITY OF NEW MEXICO THROUGH THE SIGNIFICANT ENGAGEMENT OF ALUMNI. THE ALUMNI ASSOCIATION'S MISSION IS TO SERVE AS A BRIDGE BETWEEN ALUMNI AND THE UNIVERSITY TO ENSURE THE CONTINUED SUCCESS OF THE UNIVERSITY AND TO ENRICH THE LIVES OF ALUMNI 32 32 0 300 6882 5882 2604 8709 20183 8124 557598 257822 479355 541877 1059740 816532 0 0 0 0 0 0 0 0 0 798944 780638 798944 780638 260796 35894 9944307 10660033 18773 15890 9925534 10644143 X THE ALUMNI ASSOCIATION IS A VITAL PARTNER IN THE CONTINUED EXCELLENCE OF THE UNIVERSITY OF NEW MEXICO THROUGH THE SIGNIFICANT ENGAGEMENT OF ALUMNI. THE ALUMNI ASSOCIATION'S MISSION IS TO SERVE AS A BRIDGE BETWEEN ALUMNI AND THE UNIVERSITY TO ENSURE THE CONTINUED SUCCESS OF THE UNIVERSITY AND TO ENRICH THE LIVES OF ALUMNI 0 0 425105 1242 THE PROGRAMS OF THE ALUMNI ASSOCIATION STRENGTHEN THE COLLABORATION WITH OFF CAMPUS AND ON CAMPUS CONSTITUENTS TO MEET THE NEEDS OF THE UNIVERSITY. A PRIMARY OBJECTIVE OF THE ASSOCIATION IS TO FOSTER ENDURING INVOLVEMENT WITH PRIDE IN AND COMMITMENT TO UNM, ITS COLLEGES, SCHOOLS AND PROGRAMS. UNM ALUMNI ASSOCIATION'S CHAPTER PROGRAM, INCLUDING THE YOUNG ALUMNI CHAPTER, CATERS TO THE NEEDS OF UNM ALUMNI, MANY OF WHOM HAVE MOVED OUT OF STATE. THE CHAPTER PROGRAM STRIVES TO BROADEN THE UNIVERSITY'S AMBASSADORIAL "FOOTPRINT" OUTSIDE OF NEW MEXICO BY CONDUCTING REGIONAL, NATIONAL AND INTERNATIONAL ALUMNI EVENTS. THE YOUNG ALUMNI CHAPTER WAS RECENTLY ESTABLISHED TO DEVELOP CHAPTER-LEVEL WELCOME PROGRAMS TO HELP CONNECT RECENT GRADUATES NEW TO THEIR COMMUNITY OR STATE. THE ASSOCIATION'S STUDENT ACTIVITIES PROGRAM INTRODUCES STUDENTS TO THE ALUMNI ASSOCIATION, ITS SERVICES AND PROGRAMS AND THEIR FUTURE ROLE AS MEMBERS OF THE ALUMNI ASSOCIATION. THE AWARDS PROGRAM IS ALSO A VITAL PART OF THE ASSOCIATION'S MISSION, AS IT CONSISTENTLY RECOGNIZES OUTSTANDING ALUMNI, FACULTY AND STUDENTS FOR ACCOMPLISHMENTS AND CONTRIBUTIONS, UNDERSCORING THE VALUE OF THE UNM DEGREE. 425105 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 1 0 0 0 0 1 1 0 0 0 0 X 32 32 0 0 0 0 1 0 0 1 1 0 1 1 1 1 1 1 1 0 0 0 0 NM X Nicole Dopson 5052779083 1 University of New Mexico MSC Albuquerque NM 87131 Connie Beimer Executive Director/Secreta 25.00 25.00 X X 0 173443 54524 Mike Silva Past-President 2.00 X X 0 0 0 Amy Miller President 2.00 X X 0 0 0 Joe Ortiz Treasurer 2.00 X X 0 0 0 Dr Kenneth Armijo President Elect 2.00 X 0 0 0 Yasine Armstrong Member 2.00 X 0 0 0 Sandra Begay Member 2.00 X 0 0 0 Kyle Biederwolf Member 2.00 X 0 0 0 Xochitl Biggs Member 2.00 X 0 0 0 Doug Brown Member 2.00 X 0 0 0 Robert Calvani Member 2.00 X 0 0 0 Aprilyn Chavez Geissler Member 2.00 X 0 0 0 Sophia Collaros Member 2.00 X 0 0 0 Joe Dworak Member 2.00 X 0 0 0 Ryan Ferguson Member 2.00 X 0 0 0 Darrell Garcia Member 2.00 X 0 0 0 Sara Gold Member 2.00 X 0 0 0 Sydney Gunthorpe Member 2.00 X 0 0 0 Shammara Henderson Member 2.00 X 0 0 0 Jeffrey Hoehn Member 2.00 X 0 0 0 Jessica Hurtado Member 2.00 X 0 0 0 Erica Krause-Munoz Member 2.00 X 0 0 0 Chris Lujan Member 2.00 X 0 0 0 Holley Mariani Member 2.00 X 0 0 0 Rene Matison Member 2.00 X 0 0 0 Susan Moczygemba-McKinsey Member 2.00 X 0 0 0 Fred Mondragon Member 2.00 X 0 0 0 Abel Montez Member 2.00 X 0 0 0 Debbie Morris Member 2.00 X 0 0 0 Jim Novak Member 2.00 X 0 0 0 Roberta Ricci Member 2.00 X 0 0 0 Jaymie Roybal Member 2.00 X 0 0 0 Michele Ziegler Member 2.00 X 0 0 0 0 173443 54524 0 0 1 0 0 8709 8709 Alumni Tours 541900 4267 4267 Merchandise Sales 455000 2615 2615 Alumni Programs 611710 1242 1242 8124 266005 266005 533680 533680 3656620 3664803 -8183 -8183 -8183 56726 48529 8197 8197 816532 1242 6882 799699 X 35242 35242 61792 61792 30265 4766 25499 11381 11381 36674 34084 2590 28297 28297 2920 2920 Mirage Publication 150000 150000 University Support 104967 104967 Other Expenses 84925 3530 81395 Chapter Constituency Gr 62419 62419 171756 170306 1450 780638 425105 355533 0 365885 212952 459401 314225 39025 42981 36789 22824 7815659 8786004 1227548 1281047 9944307 10660033 18773 15890 18773 15890 X 9925534 10644143 9925534 10644143 9944307 10660033 35894 682715 0 X 0 1 X 1 0 X X 1 The University of New Mexico 856000642 6 1 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 X PART IV, SECTION D, LINE 2 SUPPLEMENTAL INFORMATION 1 THE UNIVERSITY OF NEW MEXICO ALUMNI ASSOCIATION (UNM ALUMNI ASSOCIATION) AND ALUMNI RELATIONS OFFICE KEEP THE UNIVERSITY OF NEW MEXICO (UNM) AND ITS ALUMNI COMMUNICATING AND CONNECTED. EVERYONE WHO GRADUATES FROM UNM IS AUTOMATICALLY A MEMBER OF THE ALUMNI ASSOCIATION. THE UNM ALUMNI ASSOCIATION IS COMMITTED TO BRINGING PEOPLE TOGETHER, MAKING CONNECTIONS AND CONTINUING THE TRADITIONS OF UNM. UNM IS DESIGNATED IN THE UNM ALUMNI ASSOCIATION'S ARTICLES OF INCORPORATION AS THE SOLE BENEFICIARY OF ITS SUPPORT. UNM ALUMNI ASSOCIATION USES ALL OF ITS INCOME TO SUPPORT ITS OWN PROGRAM RELATED ACTIVITIES FOR ALUMNI,FACULTY, AND STUDENTS OF UNM AND TO ENCOURAGE ALUMNI TO MAINTAIN A CLOSE RELATIONSHIP WITH THE UNIVERSITY AND TO MAKE CONTRIBUTIONS TO IT. UNM ALUMNI ASSOCIATION'S EXECUTIVE DIRECTOR AND BOARD SECRETARY ASSISTS IN MAINTAINING A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE UNIVERSITY BY SITTING ON THE UNM PRESIDENT'S SENIOR STAFF COUNCIL. UNM ALUMNI ASSOCIATION PAYS NO PART OF ITS FUNDS TO, OR FOR THE BENEFIT OF, ANY ORGANIZATION OTHER THAN UNM. UNDER THESE CIRCUMSTANCES, UNM ALUMNI ASSOCIATION IS CONSIDERED AS OPERATED EXCLUSIVELY TO PERFORM THE FUNCTIONS AND CARRY OUT THE PURPOSES OF UNM. FOR THIS REASON, THE ASSOCIATION IS CONSIDERED TO BE RESPONSIVE TO THE NEEDS AND DEMANDS OF UNM AND IS CONSIDERED TO DIRECTLY FURTHER THE EXEMPT PURPOSES OF UNM THROUGH SUBSTANTIALLY ALL OF ITS ACTIVITIES. ALTHOUGH IT DOES NOT PAY OVER ANY OF ITS FUNDS TO UNM,IT CARRIES ON A PROGRAM WHICH BOTH SUPPORTS AND BENEFITS THE UNIVERSITY. BUT FOR THE EXISTENCE OF UNM ALUMNI ASSOCIATION, UNM WOULD NORMALLY BE ENGAGED IN THE ACTIVITIES CARRIED ON BY THE ASSOCIATION. PART IV, SECTION A, LINE 2 THE SUPPORTED ORGANIZATION, THE UNIVERSITY OF NEW MEXICO, WAS DETERMINED TO BE DESCRIBED UNDER SECTION 509(a)(1) AS IT IS AN EDUCATIONAL ORGANIZATION FUNCTIONING AS PROVIDED BY SECTION 170(b)(1)(A)(ii). PART IV, SECTION E, LINE 1c SEE STATEMENT FOR PART IV, SECTION D, LINE 2. 10895137 940537 39126 61790 11734758 12395279 -1387229 38017 74896 10895137 10578843 1920403 35326 68641 12395279 10402900 275191 32836 66412 10578843 9767414 733185 32445 65254 10402900 1.00000 1 0 0 Alternative Investments 1281047 F 1281047 X 1547776 682715 48529 731244 816532 0 816532 829167 48529 48529 780638 0 780638 Part V, Line 4: FUNDS ARE EARMARKED FOR FUTURE OPERATING AND PROGRAM EXPENSES OF THE ASSOCIATION. Part X, Line 2: The Association is a not-for-profit organization as described in Internal Revenue Code (IRC) Section 501(c)(3) and as such is not subject to tax on income from activities related to its exempt purpose under IRC Section 501(a). Furthermore, the Association has been determined not to be a private foundation under IRC Section 509(a). The Association does conduct some activities that are unrelated to its exempt purpose and are subject to federal and state excise tax. Accordingly, a provision for income taxes has been included in the financial statements and is reported as an operating expense in the statement of revenues, expenses, and changes in net position. Part XI, Line 2d - Other Adjustments: Fundraising Part XII, Line 2d - Other Adjustments: Fundraising expenses Part V, Line 1B, Column(b) DURING FISCAL YEAR 2015, THE BOARD OF DIRECTORS OF THE ASSOCIATION APPROVED AN INTERNAL ENDOWMENT POLICY FOR MANAGEMENT OF A PORTION OF THE ASSOCIATION'S INVESTMENTS. PART V, LINE 1B, COLUMN (B) HAS BEEN ADJUSTED TO REFLECT THE ESTABLISHMENT OF THIS QUASI-ENDOWMENT, WHICH IS EARMARKED FOR FUTURE OPERATING AND PROGRAM EXPENSES OF THE ASSOCIATION. REALLOCATION OF BALANCES BETWEEN THE QUASI-ENDOWMENT AND OTHER NET POSITION BALANCES MAY BE AT THE DISCRETION OF THE ASSOCIATION BOARD OF DIRECTORS. THE ASSOCIATION BOARD-DESIGNATED ENDOWMENT IS ACCOUNTED FOR AND INCLUDED UNDER UNRESTRICTED NET POSITION. Green Chile Roast by Post 56726 56726 48529 56726 56726 48529 48529 8197 0 0 0 0 0 0 0 0 0 Connie Beimer Executive Director/Secreta 0 173443 0 0 0 54524 0 0 0 0 0 227967 0 0 Form 990, Part VI, Section A, line 6 As provided for in the bylaws of the organization, all individuals who have previously been enrolled for credit at the University of New Mexico, but who are not currently enrolled in undergraduate programs, and who have complied with any regulations for membership shall be eligible for membership in the association. Form 990, Part VI, Section B, line 11b The Form 990 is reviewed by the President of the Alumni Association and the Executive Director before it is filed. A copy of the completed Form 990 is provided to the Board prior to filing. Form 990, Part VI, Section B, line 12c Ex-Officio members of the board, including the Executive Director, may not vote, however they do participate in meetings. Form 990, Part VI, Section C, line 18 The organization makes its Form 1023 and 990 available to the public through specific requests by individuals or organizations. The Form 990 is also available to the public via Guidestar at www.guidestar.org. Form 990, Part VI, Section C, line 19 The organization makes its governing documents, conflict of interest policy, and financial statements available to the public based upon specific requests by individuals or organizations. Form 990, Part IX, line 24e Legislative Relations: Program service expenses 37,760. Management and general expenses 0. Fundraising expenses 0. Total expenses 37,760. Sports Related Activities: Program service expenses 37,605. Management and general expenses 0. Fundraising expenses 0. Total expenses 37,605. Homecoming: Program service expenses 32,745. Management and general expenses 0. Fundraising expenses 0. Total expenses 32,745. Community Outreach: Program service expenses 32,457. Management and general expenses 0. Fundraising expenses 0. Total expenses 32,457. Awards: Program service expenses 19,974. Management and general expenses 0. Fundraising expenses 0. Total expenses 19,974. Student Activities: Program service expenses 9,765. Management and general expenses 0. Fundraising expenses 0. Total expenses 9,765. UBI Tax: Program service expenses 0. Management and general expenses 1,450. Fundraising expenses 0. Total expenses 1,450. University of New Mexico 1 University of New Mexico Albuquerque NM 87131 856000642 Education NM N/A 0 Lobo Energy Incorporated 800 Bradbury Drive SE Ste 216 Albuquerque NM 87105 850459211 Contract Services NM 501(c)(3) Line 12b, II UNM 0 Lobo Development Corporation 801 University Blvd SE Albuquerque NM 87106 421759020 Real Estate NM 501(c)(3) Line 12b, II UNM 0 STC UNM 801 University Blvd SE Albuquerque NM 87106 850413634 Research NM 501(c)(3) Line 12b, II UNM 0 UNM Lobo Club 1 University of New Mexico Albuquerque NM 87131 856018840 Fundraising NM 501(c)(3) Line 7 UNM 0 University of New Mexico Medical Group 933 Bradbury Drive SE Albuquerque NM 87106 208488778 Healthcare NM 501(c)(3) UNM 0 UNM Sandoval Regional Medical Center Inc 934 Bradbury Drive SE Albuquerque NM 87106 271368727 Healthcare NM 501(c)(3) UNM 0 UNM Robert O Anderson Sch of Bus Fdn 1 University of New Mexico Albuquerque NM 87131 237126805 Education NM 501(c)(3) Line 12b, II UNM 0 Innovate ABQ Inc 801 University Blvd SE Albuquerque NM 87106 472386705 Construction NM 501(c)(3) Line 12b, II UNM 0 UNM Welfare Benefit Trust 1 UNM MSC01 1300 Albuquerque NM 87131 320419302 Retirement NM 501(c)(9) UNM 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 University of New Mexico N 21646 FMV University of New Mexico O 852322 FMV