2026-02-19T16:15:32-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 6501 AMERICAS PARKWAY NE SUITE 500 ALBUQUERQUE NM 87110 990 2024-07-01 850434438 ALBUQUERQUE PUBLIC SCHOOLS FOUNDATION ALBU 5058810841 PO BOX 25704 ALBUQUERQUE NM 871250704 SHANNON BARNHILL EXECUTIVE DIRECTOR 5058810841 2026-02-19 1 1 JESSICA LOCKER CPA P01367046 5058428290 2026-02-19 2024 2025-03-06 01:10:19Z SHANNON BARNHILL PO BOX 25704 ALBUQUERQUE NM 871250704 5996946 0 X WWW.APSEDUCATIONFOUNDATION.ORG X 1995 NM PARTNERS WITH THE COMMUNITY TO INVEST IN INNOVATIVE AND ENHANCED LEARNING OPPORTUNITIES TO HELP APS STUDENTS REACH THEIR FULL POTENTIAL. 29 29 0 159 0 0 2582166 3323872 26171 65702 165705 119701 -71416 -110331 2702626 3398944 1557254 2042458 0 0 322761 457307 0 0 101176 308354 199073 2188369 2698838 514257 700106 10816168 12450810 135912 139931 10680256 12310879 PARTNERS WITH THE COMMUNITY TO INVEST IN INNOVATIVE AND ENHANCED LEARNING OPPORTUNITIES TO HELP APS STUDENTS REACH THEIR FULL POTENTIAL. 0 0 2170022 2042458 65702 THE APS FOUNDATION ADMINISTERS OVER 100 AGENCY FUNDS, 27 SCHOLARSHIP ACCOUNTS, 1 CHARITABLE TRUST FOR THE MUSIC DEPARTMENT, AND 1 PERMANENT ENDOWMENT TO SUPPORT THE SCHOOL NURSES VISION CARE FUND FOR ALBUQUERQUE PUBLIC SCHOOLS STUDENTS. OVER $700,000 IN FUNDS WAS DISTRIBUTED TO PROGRAMS THROUGH AGENCY ACCOUNTS MAINTAINED BY THE FOUNDATION.THE FOUNDATION AWARDED OVER $700,000 IN 154 GRANTS TO VARIOUS SCHOOLS AND DEPARTMENTS, WHICH BENEFITTED 70,000 STUDENTS THROUGHOUT THE DISTRICT. GRANT PROGRAMS FOCUSED ON INNOVATIVE APPROACHES TO ACADEMIC FOCUS AREAS AS WELL AS SOCIAL EMOTIONAL LEARNING AND OUT OF SCHOOL TIME PROGRAMMING. 2170022 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 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 0 0 0 0 1 X 18 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 29 29 0 0 1 0 0 0 0 1 0 1 0 1 1 1 1 1 1 1 1 0 X X X SHANNON BARNHILL 5058810841 6400 UPTOWN BLVD NE STE 630E ALBUQUERQUE NM 87110 BRENDA BEGLEY PRESIDENT 1.00 X X 0 0 0 LUIS QUINONES VICE PRESIDENT 1.00 X X 0 0 0 JOSEPH F VARRO JR TREASURER 1.00 X X 0 0 0 MARLENE BACA DIRECTOR 1.00 X 0 0 0 MARK BURKHARD DIRECTOR 1.00 X 0 0 0 NICK CAINE DIRECTOR 1.00 X 0 0 0 EDWARD B CALABAZA DIRECTOR 1.00 X 0 0 0 ADRIAN CHAVEZ DIRECTOR 1.00 X 0 0 0 VICKI DEVIGNE DIRECTOR 1.00 X 0 0 0 SABRINA GREINEL DIRECTOR 1.00 X 0 0 0 ANJALI HARVILLE STUDENT DIRECTOR 1.00 X 0 0 0 MICHELLE HECKROTH DIRECTOR 1.00 X 0 0 0 HOWIE KAIBEL DIRECTOR 1.00 X 0 0 0 PAULA MAES DIRECTOR 1.00 X 0 0 0 DEBRA MENKE DIRECTOR 1.00 X 0 0 0 DIANA MONTOYA DIRECTOR 1.00 X 0 0 0 KEVIN MURPHY DIRECTOR 1.00 X 0 0 0 HENRY NEWCOMB STUDENT DIRECTOR 1.00 X 0 0 0 NICOLE NOTO DIRECTOR 1.00 X 0 0 0 IDA MARIE PEREA DIRECTOR 1.00 X 0 0 0 JULIANNE PHARES DIRECTOR 1.00 X 0 0 0 KODI PITTMAN STUDENT DIRECTOR 1.00 X 0 0 0 AMANDEEP PRASANKUMAR STUDENT DIRECTOR 1.00 X 0 0 0 RACHEL ROMERO DIRECTOR 1.00 X 0 0 0 KATIE SANDOVAL DIRECTOR 1.00 X 0 0 0 SHAUNA SHANNON DIRECTOR 1.00 X 0 0 0 ANTHONY SPRATLEY DIRECTOR 1.00 X 0 0 0 TY STACY DIRECTOR 1.00 X 0 0 0 ANDREA TRYBUS DIRECTOR 1.00 X 0 0 0 SHANNON BARNHILL EXECUTIVE DIRECTOR 40.00 X 0 153339 0 0 153339 0 0 0 1 0 0 15297 310157 2998418 664279 3323872 ADMINISTRATIVE FEES 611710 65702 65702 65702 242502 242502 6640 6640 2271732 2394533 -122801 -122801 -122801 86498 310157 203469 -116971 -116971 3398944 65702 0 9370 2042458 2042458 153339 46201 78970 28168 303968 81363 190829 31776 21479 21479 31874 31874 17496 17496 24434 24434 49565 49565 5071 5071 OTHER FUNDRAISING 41232 41232 BOARD ACTIVITY 5682 5682 SUPPLIES 2240 2240 2698838 2170022 427640 101176 288709 246408 4653613 5324670 750000 41232 3534003 3825947 2298611 2303785 10816168 12450810 34862 64881 101050 75050 135912 139931 X 4146254 4397411 6534002 7913468 10680256 12310879 10816168 12450810 X 700106 444343 486174 X X 0 1 X 1 0 X 1777283 3404221 2205638 2582166 3323872 13293180 1777283 3404221 2205638 2582166 3323872 13293180 1838295 11454885 58101 92392 115253 263263 249142 778151 99 99 14071430 173163 0.81410 0.85430 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 99. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 BENEFICIAL INTEREST IN REMAINDER TRUST 2303785 2303785 3933558 444343 5174 449517 3484041 31874 -116971 -85097 3398944 2783935 116971 116971 2666964 31874 31874 2698838 PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 5,174. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXP DEDUCTED FROM REVENUES ON FORM 990 -116,971. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXP DEDUCTED FROM REVENUES ON FORM 990 116,971. SUPERINTENDENT'S CUP 201372 143439 57933 30573 4300 64428 GOLD BAR 175461 146896 28565 4819 39163 60186 1 19822 19822 396655 310157 86498 35392 43463 124614 203469 -116971 1 ALBUQUERQUE PUBLIC SCHOOLS 6400 UPTOWN ALBUQUERQUE NM 87110 856000101 115-GOVT 2042458 0 N/A N/A TO SUPPORT APS PROGRAMS AND SCHOOLS 1 0 PART I, LINE 2: THE APS FOUNDATION SERVES AS A FISCAL SPONSOR AND AGENT FOR ALBUQUERQUE PUBLIC SCHOOLS (APS). THE APS FOUNDATION PROVIDES GRANT WRITING AND SUBMISSION ASSISTANCE AND HAS POLICIES AND PROCEDURES IN PLACE FOR EACH DUE TO AGENCY ACCOUNT HOLDING GRANT FUNDING. THE APS FOUNDATION PROVIDES GRANT MONITORING AND MANAGEMENT. A FISCAL SPONSOR/AGENT AGREEMENT IS SIGNED TO ENSURE ADEQUATE CONTROLS ARE IN PLACE FOR THE GRANTEES TO BE COMPLIANT WITH REQUIREMENTS, BUDGET AND FUNDING ACCOUNTABILITY, AND PROGRESS AGAINST PROJECT GOALS, AND THE FUNDING IS MEETING THE CRITERIA OF THE GRANT AND PROVIDES THE REQUIRED EVALUATION AND END YEAR REPORT. THE FOUNDATION MAINTAINS RECORDS OF THE GRANT FINANCIAL TRANSACTIONS AND ENSURES FUNDING IS USED AS INTENDED. THE GRANTS HELD AT THE FOUNDATION ARE TYPICALLY FOR ONE YEAR. IF THEIR GRANT DONOR HAS REQUESTED A REPORT AS INDICATED IN THE GRANT AGREEMENT THOSE GUIDELINES MUST BE FOLLOWED. THE FINAL REPORTS VARY AND ARE RELIANT ON THE GRANT FUNDERS' PREFERENCES, THE FOUNDATION ENSURES THOSE FINAL REPORT REQUIREMENTS ARE MET BY PROVIDING ASSISTANCE WITH THE FINANCIAL ACCOUNTING REPORTS AND NARRATIVES. 0 0 0 0 0 0 0 0 0 SHANNON BARNHILL EXECUTIVE DIRECTOR 0 153339 0 0 0 0 0 0 0 0 0 153339 0 0 PART I, LINE 3 THE SALARY OF THE EXECUTIVE DIRECTOR IS DETERMINED BY ALBUQUERQUE PUBLIC SCHOOL'S (APS) DISTRICT COMPENSATION COMMITTEE UNDER THE GUIDELINES FOR APS EMPLOYEES SINCE THEY ARE EMPLOYED BY APS. THIS PROCESS INCLUDES THE REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA AND THE USE OF A SALARY GRADE SYSTEM, AND CONTEMPORANEOUS SUBSTANTIATION OF THE SALARY DECISION. X APS FUNDING 1 493822 FMV X GOLD BAR 110 66807 FMV X SUPERCUP 4250 52359 FMV X GOODWILL VOUCHERS 1 51291 FMV 0 0 1 0 FORM 990, PART V, LINE 2A THE APS FOUNDATION STAFF ARE EMPLOYEES OF ALBUQUERQUE PUBLIC SCHOOLS (APS). APS ISSUES AND FILES THE W-2'S AND OTHER PAYROLL TAX REPORTS AS REQUIRED. THE APS FOUNDATION DOES NOT HAVE ANY EMPLOYEES AND, THEREFORE, IS NOT REQUIRED TO FILE, AND DOES NOT FILE, ANY W-2'S OR OTHER PAYROLL TAX REPORTS. SINCE THE APS FOUNDATION, THROUGH ITS MEMORANDUM OF UNDERSTANDING WITH APS, EFFECTIVELY REIMBURSES THE COMPENSATION OF APS EMPLOYEES FOR TIME SPENT WORKING ON FOUNDATION BUSINESS, THIS COMPENSATION EXPENSE HAS BEEN REPORTED ON LINES 5 THOUGH 7 IN THE PART IX STATEMENT OF FUNCTIONAL EXPENSES. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATIONS BYLAWS WERE UPDATED TO REFLECT THE FOLLOWING CHANGES: - DIRECTORS ELECTED TO SERVE ON THE BOARD OF DIRECTORS SHALL SERVE A THREE YEAR TERM WITH THE OPTION TO RENEW IN THREE YEAR INCREMENTS. - THE BOARD OF DIRECTORS MAY INCLUDE AS MANY AS FOUR APS HIGH SCHOOL AGED STUDENTS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 DRAFT IS REVIEWED AND VOTED ON BY THE FINANCE COMMITTEE OF THE ALBUQUERQUE PUBLIC SCHOOLS EDUCATION FOUNDATION. FOLLOWING APPROVAL BY THE FINANCE COMMITTEE, THE DRAFT IS PRESENTED TO THE FULL BOARD FOR REVIEW AND A VOTE AT THE SUBSEQUENT QUARTERLY MEETING. FORM 990, PART VI, SECTION B, LINE 12C EMPLOYEES, OFFICERS, AND BOARD MEMBERS ARE SUBJECT TO THE CONFLICT INTEREST POLICY. EMPLOYEES AND OFFICERS ATTEST TO THEIR INDEPENDENCE WHEN HIRED AND ARE REQUIRED TO INFORM THE ORGANIZATION SHOULD THEIR SITUATION CHANGE. BOARD MEMBERS RECEIVE THE CONFLICT OF INTEREST POLICY UPON APPOINTMENT AND ARE REQUIRED TO ATTEST TO THEIR INDEPENDENCE ANNUALLY. IF A CONFLICT ARISES, IT IS REVIEWED BY INDEPENDENT MEMBERS OF THE BOARD. A PERSON WITH A CONFLICT OF INTEREST IS NOT ALLOWED TO VOTE ON THE TRANSACTION ON WHICH THE CONFLICT EXISTS. FORM 990, PART VI, SECTION B, LINE 15 THE SALARY OF THE EXECUTIVE DIRECTOR AND ANY OTHER KEY EMPLOYEES ARE DETERMINED BY ALBUQUERQUE PUBLIC SCHOOL'S (APS) DISTRICT COMPENSATION COMMITTEE UNDER THE GUIDELINES FOR APS EMPLOYEES SINCE THEY ARE EMPLOYED BY APS. THIS PROCESS INCLUDES THE REVIEW AND APPROVAL BY INDEPENDENT PERSONS, COMPARABILITY DATA AND THE USE OF A SALARY GRADE SYSTEM, AND CONTEMPORANEOUS SUBSTANTIATION OF THE SALARY DECISION. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN TRUST 5,174. NET ASSET RESTATEMENT 481,000. FORM 990, PART XII, LINE 2C: THERE WAS NO CHANGE IN THE OVERSIGHT OR SELECTION PROCESS DURING THE TAX YEAR.