2024-11-15T11:25:59-06:00 2023-12-31 954083485 TURNER WARREN HWANG & CONRAD ACCTCY 100 NORTH FIRST ST STE 202 BURBANK CA 91502 990 2023-01-01 850435181 CREDIT UNION FOUNDATION OF NEW MEXICO FKA NM CU EDUCATION FOUNDATION CRED 5053384233 4200 WOLCOTT AVE NE ALBUQUERQUE NM 87109 MELIA HEIMBUCK PRESIDENT/CEO 5053384233 2024-11-14 1 1 VALENTINO CREUS CPA P01054153 8189549700 2023 2024-10-15 13:58:12Z MELIA HEIMBUCK 4200 WOLCOTT AVE NE ALBUQUERQUE NM 87109 506219 0 X N/A X 1993 NM STRENGTHENING CREDIT UNIONS IN NEW MEXICO THROUGH COLLABORATIVE OPPORTUNITIES. 7 7 0 7 0 0 429884 358296 0 9809 4552 125625 -1000 3767 433436 497497 138000 116034 0 0 0 0 0 0 0 107136 155141 245136 271175 188300 226322 3261544 3925247 769618 1206998 2491926 2718249 STRENGTHENING CREDIT UNIONS IN NEW MEXICO THROUGH COLLABORATIVE OPPORTUNITIES 0 0 237951 116034 135434 CUFNM'S PURPOSE IS TO AWARD SCHOLARSHIPS FOR HIGHER EDUCATION TO ACCREDITED UNIVERSITIES, COLLEGES, AND TRADE SCHOOLS WITHIN THE STATE OF NEW MEXICO FOR QUALIFYING STUDENTS LIVING IN NEW MEXICO. CUFNM'S PURPOSE HAS ALSO EXPANDED TO INCLUDE PROFESSIONAL DEVELOPMENT SCHOLARSHIPS TO CU STAFF & VOLUNTEERS. IN 2023, CUFNM AWARDED 96 SCHOLARSHIPS.THE FOUNDATION ALSO ALLOCATES CONSIDERABLE AMOUNT TOWARDS SUPPORTING NEW MEXICO'S CONNECTED ACADEMY. 237951 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 2 0 1 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 NM X X MELIA HEIMBUCK 5053384229 4200 WOLCOTT AVE NE ALBUQUERQUE NM 87109 KAREN GRIFFO CHAIRMAN 1.00 X X 0 0 0 JUDY CARRASCO VICE CHAIR 0.25 X X 0 0 0 DONALD SARICH BOARD SECRETARY/TREASURER 0.25 X X 0 0 0 RICK ANDERSON DIRECTOR 0.25 X 0 0 0 LILY CURRIN DIRECTOR 0.25 X 0 0 0 STUART JOHNSTON DIRECTOR 0.25 X 0 0 0 NELSON MEDINA DIRECTOR 0.25 X 0 0 0 REBECCA ISSACS MANAGING DIRECTOR 0.00 40.00 X 0 88542 12044 0 88542 12044 0 0 0 0 0 358296 358296 MEMBER PROGRAMS 611430 9809 9809 9809 125625 125625 12489 8722 3767 3767 497497 135434 0 3767 13027 13027 103007 103007 34224 17112 17112 12955 12955 2252 548 1704 2906 1453 1453 CONNECTED ACADEMY EXPEN 71785 71785 MEMBER PROGRAMS EXPENSE 30878 30878 DISASTER RELIEF EXPENSE 141 141 271175 237951 33224 0 3259217 1310520 0 2583330 1390 20000 937 11397 3261544 3925247 4726 5827 764892 1201171 769618 1206998 X 1850751 2063090 641175 655159 2491926 2718249 3261544 3925247 X 226322 1 X X 0 1 X 1 0 X 273980 327901 625183 429884 380594 2037542 273980 327901 625183 429884 380594 2037542 2037542 7353 5713 3570 4552 125625 146813 2184355 0.93280 0.98710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 OTHER LIABILITIES 1197785 DUE TO AFFILIATE 3386 1201171 X 514179 16682 16682 497497 0 497497 287856 16681 16681 271175 0 271175 PART X, LINE 2: THE FOUNDATION IS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE FOUNDATION HAS BEEN CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. THE FOUNDATION HAS ADOPTED US GAAP AS THEY RELATE TO UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2023 AND 2022 AND HAS EVALUATED ITS TAX POSITIONS TAKEN FOR ALL OPEN TAX YEARS. THE FOUNDATION IS NOT CURRENTLY UNDER AUDIT NOR HAS THE FOUNDATION BEEN CONTACTED BY THIS JURISDICTION. MANAGEMENT BELIEVES THAT THE ACTIVITIES OF THE FOUNDATION ARE WITHIN ITS TAX-EXEMPT PURPOSE AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATION OF DISASTER RELIEF FUND 7,960. RECLASSIFICATION OF GOLF FUNDRAISING EXPENSE 8,722. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATION OF DISASTER RELIEF FUND 7,960. RECLASSIFICATION OF GOLF FUNDRAISING EXPENSE 8,722. ROUNDING -1. 1 HAWAII CREDIT UNION LEAGUE 1654 S KING ST HONOLULU HI 96826 990039971 501(C)(6) 8000 0 FMV TO SUPPORT CREDIT UNION STAFF AND VOLUNTEERS WITH DISASTER RELIEF EFFORTS DUE TO MAJOR MAUI FIRE UNIVERSITY OF NEW MEXICO FOUNDATION INCORPORATED 700 LOMAS BLVD NE 108 ALBUQUERQUE NM 87102 850275408 501(C)(3) 5027 0 FMV TO SUPPORT THE CREATION OF POWERFUL ENGAGEMENTS AND PARTNERSHIPS THAT LEAD TO INCREASED PHILANTHROPY, INVESTMENT, INNOVATION, AND SUPPORT FOR THE UNIVERSITY OF NEW MEXICO. 1 1 HIGHER EDUCATION SCHOLARSHIPS 84 84000 PROFESSIONAL DEVELOPMENT SCHOLARSHIPS 12 23347 GRANTMAKER'S DESCRIPTION OF HOW GRANTS ARE USED: SCHOLARSHIP CYCLE OPENS MID NOVEMBER AND ENDS LAST THURSDAY OF FEBRUARY. QUALIFIED APPLICANTS ARE DISTRIBUTED TO BOARD AND SELECTION MEETING IS FIRST WEEK OF APRIL. WINNERS ARE NOTIFIED WITHIN IN 10 DAYS AND CHECKS ARE SENT TO BURSARS OFFICE AT THE STUDENTS UNIVERSITY IN MID JULY. THIS DOES NOT APPLY TO ALL FUNDING DECISIONS, ONLY TO THE HIGHER EDUCATION SCHOLARSHIPS. FORM 990, PART VI, SECTION B, LINE 11B THE IRS FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO FILING OF THE RETURN. FORM 990, PART VI, SECTION C, LINE 18 GOVERNING DOCUMENTS AND THE IRS FORM 990 ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST WITHIN THREE WORKING DAYS OF THE DATE THE REQUEST WAS MADE. THESE DOCUMENTS ARE ALSO AVAILABLE ON THE NM ATTORNEY GENERAL'S CHARITY SEARCH WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 DOCUMEMTS AVAILABLE UPON REQUEST ONCE THE FOUNDATION'S AUDITED FINANCIAL STATEMENTS HAVE BEEN ACCEPTED BY THE BOARD OF DIRECTORS, THEY ARE POSTED TO THE FOUNDATION'S WEBSITE AS WELL AS ON GUIDESTAR, A NONPROFIT DATABASE. ONCE THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE, A PUBLIC COPY OF THE COMPLETED FORM IS POSTED ON THE COMMUNITY FOUNDATION'S WEBSITE AND ALSO UPLOADED TO GUIDESTAR. THE CURRENT FORM, AS WELL AS PRIOR YEAR FORMS, ARE AVAILABLE AT THE FOUNDATION OFFICE, UPON REQUEST, AS IS THE FOUNDATION'S CONFLICT OF INTEREST POLICY. FORM 990, PART XI, LINE 9: ROUNDING 1. FORM 990,PART XII,LINE 2C THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. CREDIT UNION ASSOCIATION OF NEW MEXICO 4200 WOLCOTT AVE NE ALBUQUERQUE NM 87109 850132671 SHARES OFFICE SPACE,EMPLOYEES, EQUIP NM 501(C)(6) CREDIT UNION ASSOCIATION OF NM 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 CREDIT UNION ASSOCIATION OF NEW MEXICO N BELOW COST