2025-11-17T13:47:49-06:00 2024-12-31 390859910 BAKER TILLY ADVISORY GROUP LP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2024-01-01 854395064 NEW MEXICO COMMUNITY TRUST NEWM 5058836240 624 TIJERAS AVE NW ALBUQUERQUE NM 87102 R RANDALL ROYSTER PRESIDENT & CEO 5058836240 2025-11-06 1 1 PAMELA ALEXANDERSON P01218925 5058787200 2025-11-06 2024 2025-03-06 01:10:19Z X R RANDALL ROYSTER 624 TIJERAS AVE NW ALBUQUERQUE NM 87102 5367063 0 X N/A X 2019 NM TO MANAGE AND ADMINISTER ENDOWMENT AND DONOR ADVISED FUNDS THAT WILL BENEFIT NEW MEXICO NONPROFITS AND NEW MEXICO COMMUNITIES. 7 7 0 7 0 0 15451419 4788975 475990 166130 102587 244912 0 0 16029996 5200017 8901142 5016981 0 0 194437 286928 0 0 53903 588128 461879 9683707 5765788 6346289 -565771 11221185 10626169 256932 549144 10964253 10077025 TO BUILD, INVEST AND MANAGE ENDOWMENT FUNDS TO ENHANCE THE QUALITY OF NEW MEXICO THROUGH INFORMED, STRATEGIC GRANTMAKING. 0 0 5372451 5016981 166130 TO BUILD, INVEST AND MANAGE ENDOWMENT FUNDS TO ENHANCE THE QUALITY OF NEW MEXICO THROUGH INFORMED, STRATEGIC GRANTMAKING. THE ORGANIZATION ALSO PROVIDES CONSULTING AND OTHER SERVICES TO VARIOUS STATE COMMUNITY FOUNDATIONS AS A WAY OF HELPING OTHER ORGANIZATIONS IN NEED. 5372451 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NM X X NICHOLAS WILLIAMS CPA 5058836240 624 TIJERAS AVE NW ALBUQUERQUE NM 87102 BRIAN COLON BOARD CHAIR 2.00 2.00 X X 0 0 0 WALTER STERN VICE CHAIR 2.00 0.00 X X 0 0 0 KENNETH LEACH TREASURER/SECRETARY 2.00 0.00 X X 0 0 0 CARL ALONGI TRUSTEE 2.00 0.00 X 0 0 0 BEVERLY BENDICKSEN TRUSTEE 2.00 0.00 X 0 0 0 WILLIAM LANG TRUSTEE 2.00 0.00 X 0 0 0 MARCUS MIMS TRUSTEE 2.00 3.00 X 0 0 0 R RANDALL ROYSTER PRESIDENT & CEO 8.00 42.00 X 0 239154 50937 NICHOLAS WILLIAMS CFO 8.00 42.00 X 0 132551 6978 MARISA MAGALLANEZ COO 8.00 42.00 X 0 140714 12490 0 512419 70405 0 0 1 0 0 3840724 948251 4788975 MANAGEMENT FEE INCOME 541900 166130 166130 166130 127093 127093 284865 167046 117819 117819 117819 5200017 166130 0 244912 5016981 5016981 286727 96543 150175 40009 201 53 117 31 160007 160007 1129 1129 49394 49394 11164 11164 50000 50000 31992 8328 20181 3483 20063 653 19028 382 64386 17586 36955 9845 1104 1104 FISCAL SPONSORSHIP EXPE 71807 71807 DONOR RELATIONS 583 427 42 114 MEMBERSHIP DUES AND FEE 250 66 145 39 5765788 5372451 339434 53903 4714107 3043770 1347070 1400627 10175 408426 1970554 2554334 3177457 3218765 1822 247 11221185 10626169 256932 549144 256932 549144 X 769154 6417 10195099 10070608 10964253 10077025 11221185 10626169 X -565771 163004 -484461 X 0 1 X 1 1 1 X 10428 10095553 15451419 4788975 30346375 10428 10095553 15451419 4788975 30346375 6218202 24128173 115765 76480 127093 319338 30665713 707681 0.78680 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: ONE-TIME DONATION EXCLUSIVELY TO BENEFIT HOBBS, NM CHARTER SCHO DATE: 12/15/21 AMOUNT: 5000000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 POOLED INVESTMENTS 3218765 F 3218765 ASSETS HELD FOR OTHERS 549144 549144 X PART X, LINE 2: UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC), THE FOUNDATION IS EXEMPT FROM TAXES ON INCOME OTHER THAN UNRELATED BUSINESS INCOME. THE FOUNDATION MAY GENERATE INCOME THROUGH CERTAIN ALTERNATIVE INVESTMENTS THAT MAY BE SUBJECT TO UNRELATED BUSINESS INCOME TAX. INCOME TAXES FROM SUCH ACTIVITIES ARE NOT SIGNIFICANT AND, ACCORDINGLY, NO PROVISION FOR INCOME TAX HAS BEEN INCLUDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. ACF HOLDING, LLC, AND HCGB ARE DISREGARDED ENTITIES FOR TAX PURPOSES; THEREFORE, NO PROVISION FOR INCOME TAXES ARE PROVIDED FOR IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE FOUNDATION UTILIZES THE ACCOUNTING REQUIREMENTS ASSOCIATED WITH UNCERTAINTY IN INCOME TAXES USING THE PROVISIONS OF FASB ASC 740, INCOME TAXES. USING THAT GUIDANCE, TAX POSITIONS INITIALLY NEED TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY THAN NOT THE POSITIONS WILL BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. IT ALSO PROVIDES GUIDANCE FOR DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE, AND TRANSITION. AS OF DECEMBER 31, 2024 AND 2023, THE FOUNDATION HAS NO UNCERTAIN TAX PROVISIONS THAT QUALIFY FOR RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. 1 AMPARO 1001 CHIRICAHUA CT SE ALBUQUERQUE NM 871235918 851075125 501(C)(3) 40000 0 HOUSING STABILITY CASA MILAGRO 49 CAMINO BAJO SANTA FE NM 87508 850443188 501(C)(3) 95535 0 HOUSING STABILITY CHAINBREAKER COLLECTIVE PO BOX 31666 SANTA FE NM 87594 800420443 501(C)(3) 10472 0 HOUSING STABILITY COMMUNITY ACTION AGENCY OF SOUTHERN NM 3880 FOOTHILLS RD STE A LAS CRUCES NM 88011 850196070 501(C)(3) 95984 0 HOUSING STABILITY COMPUTER SCIENCE ALLIANCE 137 E SANTA FE AVE SANTA FE NM 87505 832745227 501(C)(3) 110000 0 TECHNOLOGY EDUCATION CRISIS CENTER OF NORTHERN NEW MEXICO 577 EL LLANO RD ESPANOLA NM 875322911 850404752 501(C)(3) 10351 0 GENERAL SUPPORT CUIDANDO LOS NINOS PO BOX 12786 ALBUQUERQUE NM 87195 850366029 501(C)(3) 19212 0 HOUSING STABILITY CULTIVATING CODERS 4000 RUFFIN AVE SW ALBUQUERQUE NM 87105 811235375 501(C)(3) 150000 0 TECHNOLOGY EDUCATION DREAMTREE PROJECT - TAOS NEST 128 LA POSTA ROAD TAOS NM 87571 850462470 501(C)(3) 234986 0 HOUSING STABILITY EL CAMINO REAL HOUSING AUTHORITY 301 OTERO AVENUE SOCORRO NM 87801 GOVERNMENT 14398 0 GENERAL SUPPORT HELP NEW MEXICO INC 1112 E BUCKEYE ROAD PHOENIX AZ 85034 850194018 501(C)(3) 40000 0 HOUSING STABILITY HOPEWORKS PO BOX 27258 ALBUQUERQUE NM 87125 850338552 501(C)(3) 37988 0 HOUSING STABILITY LA CASA HEALING HOUSE FORMERLY LUNA COUNTY HEALING HOUSE PO BOX 1223 DEMING NM 88031 GOVERNMENT 24387 0 HOUSING STABILITY LAS CUMBRES 102 N CORONADO AVE ESPANOLA NM 87532 237144268 501(C)(3) 44104 0 HOUSING STABILITY LEVADO PO BOX 25722 ALBUQUERQUE NM 87125 872829582 501(C)(3) 105000 0 HOUSING STABILITY LOS ALAMOS NATIONAL LABORATORY FOUNDATION 1112 PLAZA DEL NORTE ESPANOLA NM 87532 742853972 501(C)(3) 10000 0 GENERAL SUPPORT MOVING ARTS ESPANOLA PO BOX 505 VELARDE NM 87582 452459893 501(C)(3) 51756 0 GENERAL SUPPORT NAEVA 7906 MENAUL BLVD NE ALBUQUERQUE NM 87110 271866733 501(C)(3) 294500 0 GENERAL SUPPORT NEW MEXICO ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN 1933 SAN MATEO BLVD NE 258 ALBUQUERQUE NM 87110 510137970 501(C)(3) 100000 0 GENERAL SUPPORT NEW MEXICO BLACK LEADERSHIP COUNCIL 1314 MADEIRA DRIVE SE ALBUQUERQUE NM 87108 463638418 501(C)(3) 138518 0 HOUSING STABILITY NEW MEXICO CENTER FOR HOUSING LAW 2104 ALTURA VERDE LN NE ALBUQUERQUE NM 87110 934012150 501(C)(3) 79000 0 HOUSING STABILITY NEW MEXICO IMMIGRANT LAW CENTER PO BOX 7040 ALBUQUERQUE NM 87194 273303237 501(C)(3) 218281 0 HOUSING STABILITY NEW MEXICO LEGAL AID PO BOX 25486 ALBUQUERQUE NM 871255486 850116950 501(C)(3) 777621 0 HOUSING STABILITY NEW MEXICO SOLUTIONS 707 BROADWAY BLVD NE 500 ALBUQUERQUE NM 87102 311563579 501(C)(3) 55000 0 HOUSING STABILITY NEW MEXICO WORKFORCE SOLUTIONS DEPT PO BOX 1928 ALBUQUERQUE NM 87103 GOVERNMENT 130125 0 GENERAL SUPPORT ONE GENERATION (FISCALLY SPONSORED BY TIDES CENTER) PO BOX 802 CORRALES NM 87048 943213100 501(C)(3) 100000 0 TECHNOLOGY EDUCATION RIO RANCHO PUBLIC SCHOOLS 500 LASER RD NE RIO RANCHO NM 87124 850414272 GOVERNMENT 39000 0 TECHNOLOGY EDUCATION SAN JUAN COMMUNITY PARTNERSHIP 1515 E 20TH ST STE B FARMINGTON NM 87401 850408661 501(C)(3) 55000 0 HOUSING STABILITY SELF HELP INC 2390 NORTH ROAD LOS ALAMOS NM 87544 850209449 501(C)(3) 26020 0 HOUSING STABILITY SILVER CONSOLIDATED SCHOOLS 2810 NORTH SWAN ST SILVER CITY NM 88061 GOVERNMENT 250000 0 TECHNOLOGY EDUCATION SITE SANTA FE 1606 PASEO DE PERALTA SANTA FE NM 87501 850413922 501(C)(3) 50000 0 GENERAL SUPPORT SOUTHWEST NATIVE ASSETS COALITION 2111 E BASELINE ROAD SUITE C2 TEMPE AZ 85283 270223310 501(C)(3) 75000 0 HOUSING STABILITY ST ELIZABETH SHELTER CORPORATION 804 ALARID ST SANTA FE NM 87505 850347650 501(C)(3) 148765 0 HOUSING STABILITY STEM IS CHILDS PLAY FOUNDATION 6411 AVALON RD NW ALBUQUERQUE NM 87105 843493579 501(C)(3) 75000 0 TECHNOLOGY EDUCATION SUPPORTIVE HOUSING COALITION OF NEW MEXICO PO BOX 27459 ALBUQUERQUE NM 87125 850439315 501(C)(3) 68576 0 HOUSING STABILITY TENDERLOVE COMMUNITY CENTER PO BOX 65156 ALBUQUERQUE NM 87193 454766711 501(C)(3) 20000 0 HOUSING STABILITY THE LIFE LINK PO BOX 6094 SANTA FE NM 87502 850360455 501(C)(3) 75625 0 HOUSING STABILITY UNITED WAY OF LEA COUNTY PO BOX 1834 HOBBS NM 882411834 850196186 501(C)(3) 25396 0 HOUSING STABILITY UNM PATHWAYS - THE REGENTS OF THE UNIVERSITY OF NEW MEXICO MSC09 5225-1 UNM ALBUQUERQUE NM 874640001 856000642 GOVERNMENT 863005 0 HOUSING STABILITY VETERANS OFFGRID PO BOX 133 CARSON NM 87517 815331463 501(C)(3) 14860 0 HOUSING STABILITY VIZION SANKOFA 624 TIJERAS AVE NW ALBUQUERQUE NM 87102 850295444 501(C)(3) 85000 0 HOUSING STABILITY WOMEN IN LEADERSHIP 9711 PUCCINI TRL NW ALBUQUERQUE NM 87114 850402832 501(C)(3) 20000 0 HOUSING STABILITY YES HOUSING 901 PENNSYLVANIA AVE SW ALBUQUERQUE NM 87110 850388252 501(C)(3) 23870 0 HOUSING STABILITY YOUTH HEARTLINE PO BOX 1664 TAOS NM 87571 850397100 501(C)(3) 26424 0 HOUSING STABILITY 44 0 PART I, LINE 2: ALL NONPROFITS AND GOVERNMENT ENTITIES RECEIVING GRANTS THROUGH A COMPETITIVE PROCESS MUST PROVIDE REPORTS. FOUNDATION GRANTS ARE TYPICALLY FOR ONE YEAR. IF A DONOR HAS REQUESTED A NARRATIVE OR FINANCIAL REPORT AS INDICATED IN THE GRANT AGREEMENT OR BY LETTER, THOSE GUIDELINES MUST BE FOLLOWED. THE FINAL REPORT IS DUE NO LATER THAN 14 MONTHS FROM THE BEGINNING OF THE GRANT DATE. 0 0 0 0 0 0 0 0 0 R RANDALL ROYSTER PRESIDENT & CEO 0 208734 0 30420 0 0 0 35945 0 14992 0 290091 0 0 MARISA MAGALLANEZ COO 0 130460 0 10254 0 0 0 6703 0 5787 0 153204 0 0 SCHEDULE J, LINE 3 THE EXECUTIVE COMMITTEE OF THE RELATED ORGANIZATION, ALBUQUERQUE COMMUNITY FOUNDATION, DETERMINES THE SALARY OF THE PRESIDENT & CEO. THE EXECUTIVE COMMITTEE REVIEWS THE PERFORMANCE OF THE PRESIDENT & CEO AND COMPARES THAT TO THE ESSENTIAL RESPONSIBILITIES OF THE POSITION AS OUTLINED IN THE "PRESIDENT & CEO POSITION DESCRIPTION". THE EXECUTIVE COMMITTEE CONSIDERS PERFORMANCE, MARKET RATE AND COST OF LIVING ADJUSTMENTS IN DETERMINING ANY COMPENSATION ADJUSTMENTS. THE EXECUTIVE COMMITTEE REVIEWS INDUSTRY DATA SUCH AS THE COUNCIL ON FOUNDATIONS' ANNUAL SALARY SURVEY IN DETERMINING AN APPROPRIATE LEVEL OF COMPENSATION. THIS DECISION-MAKING PROCESS IS DOCUMENTED IN THE ALBUQUERQUE COMMUNITY FOUNDATION'S EXECUTIVE COMMITTEE MEETING MINUTES. FORM 990, PART VI, SECTION A, LINE 6 IN ITS NEW BY-LAWS, THE ORGANIZATION SHALL HAVE ONE OR MORE MEMBERS. THE INITIAL MEMBER IS THE ALBUQUERQUE COMMUNITY FOUNDATION. NEW MEMBERS CAN ONLY BE ADMITTED BY UNANIMOUS CONSENT OF THE EXISTING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS ELECT THE TRUSTEES AT THEIR ANNUAL MEETING. A TRUSTEE MAY BE REMOVED WITH OR WITHOUT CAUSE BY A VOTE OF THE MAJORITY OF THE MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS APPROVED BY THE FINANCE COMMITTEE OF THE RELATED ORGANIZATION, THE ALBUQUERQUE COMMUNITY FOUNDATION. ONCE THE ALBUQUERQUE COMMUNITY FOUNDATION'S FINANCE COMMITTEE APPROVES THE FORM 990, IT IS EMAILED TO ALL BOARD MEMBERS NOTIFYING THEM THE FORM 990 IS AVAILABLE FOR REVIEW. ONCE EMAILED TO THE BOARD MEMBERS THE 990 IS SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR ALL TRUSTEES, COMMITTEE MEMBERS AND EMPLOYEES MUST REVIEW THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY CONFLICTS OF INTEREST. THE CONFLICTS OF INTEREST ARE REVIEWED BY THE CFO, PRESIDENT/CEO, AND RISK MANAGEMENT COMMITTEE CHAIR ON AN ANNUAL BASIS. IF A POTENTIAL CONFLICT ARISES, THE PERSON WITH THE POTENTIAL CONFLICT ABSTAINS FROM DISCUSSION AND/OR VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE RELATED ORGANIZATION, ALBUQUERQUE COMMUNITY FOUNDATION, DETERMINES THE SALARY OF THE PRESIDENT & CEO. THE EXECUTIVE COMMITTEE REVIEWS THE PERFORMANCE OF THE PRESIDENT & CEO AND COMPARES THAT TO THE ESSENTIAL RESPONSIBILITIES OF THE POSITION AS OUTLINED IN THE "PRESIDENT & CEO POSITION DESCRIPTION". THE EXECUTIVE COMMITTEE CONSIDERS PERFORMANCE, MARKET RATE AND COST OF LIVING ADJUSTMENTS IN DETERMING ANY COMPENSATION ADJUSTMENTS. THE EXECUTIVE COMMITTEE REVIEWS INDUSTRY DATA SUCH AS THE COUNCIL ON FOUNDATIONS' ANNUAL SALARY SURVEY IN DETERMINING AN APPROPRIATE LEVEL OF COMPENSATION. THIS DECISION-MAKING PROCESS IS DOCUMENTED IN THE ALBUQUERQUE COMMUNITY FOUNDATION'S EXECUTIVE COMMITTEE MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15B: THE ORGANIZATION HAS SELECTED NO TO PART VI, LINE 15B. THE RELATED ORGANIZATION'S PROCESS FOR DETERMINING OFFICER OR KEY EMPLOYEE COMPENSATION DOES NOT INCLUDE AN APPROVAL BY INDEPENDENT PERSONS. WHILE THE BOARD OF DIRECTORS REVIEW OFFICER AND KEY EMPLOYEE COMPENSATION, COMPENSATION FOR THESE INDIVIDUALS IS SET BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS, FORM 990, AND GOVERNING DOCUMENTS ARE AVAILABLE UPON WRITTEN REQUEST TO THE CFO AND THE PRESIDENT/CEO. FORM 990, PART XI, LINE 9: INTERFUND ACTIVITY ELIMINATED AT CONSOLIDATED LEVEL -243,234. AGENCY FUND ACTIVITY -241,227. FORM 990, PART IX, LINE 7 ALTHOUGH THE FILING ORGANIZATION DOES NOT ISSUE FORMS W-2, IT DOES REPORT ALLOCATED SALARIES AND WAGES ON FORM 990, PART IX, STATEMENT OF FUNCTIONAL EXPENSES. SALARIES AND WAGES ARE PAID BY A RELATED ORGANIZATION. ALBUQUERQUE COMMUNITY FOUNDATION 624 TIJERAS AVE NW ALBUQUERQUE NM 87102 850295444 TO ADMINISTER A PERMANENT COMMUNITY ENDOWMENT PROVIDING GRANTS TO NONPROFITS NM 501(C)(3) LINE 8 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0