Civic Intelligence

Eugene L Garcia Charitable Trust

EIN 74-6516415 • 501(c)3 • Saint Louis, MO

Profile

To provide financial support for new mexico organizations as designated

PO Box 505 Mac H0006-092Saint Louis, MO 63166

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

9th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

10th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$100,095

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 16.9% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

39th percentile

0.9%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

14th percentile

-21%

Faster revenue growth than 14% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets9th percentile

Assets

Up

$9,511,745

Up $87,845 (+0.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$9,511,745

Up $87,845 (+0.9%) from 2023

Operations
Liabilities / Revenue10th percentileNet Margin68th percentile

Revenue

Down

$592,939

Down $156,660 (-21%) from 2023

Expenses

Up

$507,549

Up $4,531 (+0.9%) from 2023

Net Income

Down

$85,390

Down $161,191 (-65%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $7,396,118Liabilities 2011: $0Net Assets 2011: $7,396,1182011Assets 2012: $7,401,810Liabilities 2012: $0Net Assets 2012: $7,401,8102012Assets 2013: $8,044,365Liabilities 2013: $0Net Assets 2013: $8,044,3652013Assets 2014: $8,227,604Liabilities 2014: $0Net Assets 2014: $8,227,6042014Assets 2015: $8,121,209Liabilities 2015: $0Net Assets 2015: $8,121,2092015Assets 2016: $8,058,120Liabilities 2016: $0Net Assets 2016: $8,058,1202016Assets 2017: $8,188,766Liabilities 2017: $0Net Assets 2017: $8,188,7662017Assets 2018: $8,185,884Liabilities 2018: $0Net Assets 2018: $8,185,8842018Assets 2019: $8,243,147Liabilities 2019: $0Net Assets 2019: $8,243,1472019Assets 2020: $8,551,155Liabilities 2020: $0Net Assets 2020: $8,551,1552020Assets 2021: $9,266,415Liabilities 2021: $0Net Assets 2021: $9,266,4152021Assets 2022: $9,178,949Liabilities 2022: $0Net Assets 2022: $9,178,9492022Assets 2023: $9,423,900Liabilities 2023: $0Net Assets 2023: $9,423,9002023Assets 2024: $9,511,745Liabilities 2024: $0Net Assets 2024: $9,511,7452024

Highlighted filing

2024

Assets$9,511,745
Liabilities$0
Net Assets$9,511,745
Open 2024 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.5M$1.0M$500K$0-$500KRevenue 2011: $430,842Expenses 2011: $293,750Net Income 2011: $137,0922011Revenue 2012: $325,919Expenses 2012: $299,431Net Income 2012: $26,4882012Revenue 2013: $893,068Expenses 2013: $272,754Net Income 2013: $620,3142013Revenue 2014: $439,537Expenses 2014: $280,595Net Income 2014: $158,9422014Revenue 2015: $121,674Expenses 2015: $276,140Net Income 2015: -$154,4662015Revenue 2016: $267,655Expenses 2016: $252,504Net Income 2016: $15,1512016Revenue 2017: $427,417Expenses 2017: $286,685Net Income 2017: $140,7322017Revenue 2018: $303,798Expenses 2018: $307,780Net Income 2018: -$3,9822018Revenue 2019: $368,154Expenses 2019: $313,049Net Income 2019: $55,1052019Revenue 2020: $578,841Expenses 2020: $267,331Net Income 2020: $311,5102020Revenue 2021: $1,246,888Expenses 2021: $528,149Net Income 2021: $718,7392021Revenue 2022: $439,655Expenses 2022: $511,947Net Income 2022: -$72,2922022Revenue 2023: $749,599Expenses 2023: $503,018Net Income 2023: $246,5812023Revenue 2024: $592,939Expenses 2024: $507,549Net Income 2024: $85,3902024

Highlighted filing

2024

Revenue$592,939
Expenses$507,549
Net Income$85,390
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,511,745
Liabilities
$0
Net assets
$9,511,745
Revenue
$592,939
Expenses
$507,549
Net income
$85,390
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.51$0.00$9.51$0.59$0.51$0.09
2023Detailed filing. Detailed filing data is available for this year.$9.42$0.00$9.42$0.75$0.50$0.25
2022Detailed filing. Detailed filing data is available for this year.$9.18$0.00$9.18$0.44$0.51$0.07
2021Detailed filing. Detailed filing data is available for this year.$9.27$0.00$9.27$1.25$0.53$0.72
2020Detailed filing. Detailed filing data is available for this year.$8.55$0.00$8.55$0.58$0.27$0.31
2019Detailed filing. Detailed filing data is available for this year.$8.24$0.00$8.24$0.37$0.31$0.06
2018Detailed filing. Detailed filing data is available for this year.$8.19$0.00$8.19$0.30$0.31$0.00
2017Summary only. Only limited summary data is available for this year.$8.19$0.00$8.19$0.43$0.29$0.14
2016Summary only. Only limited summary data is available for this year.$8.06$0.00$8.06$0.27$0.25$0.02
2015Summary only. Only limited summary data is available for this year.$8.12$0.00$8.12$0.12$0.28$0.15
2014Summary only. Only limited summary data is available for this year.$8.23$0.00$8.23$0.44$0.28$0.16
2013Summary only. Only limited summary data is available for this year.$8.04$0.00$8.04$0.89$0.27$0.62
2012Summary only. Only limited summary data is available for this year.$7.40$0.00$7.40$0.33$0.30$0.03
2011Summary only. Only limited summary data is available for this year.$7.40$0.00$7.40$0.43$0.29$0.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.1
Gross Receipts
$1,638,267
Mission and Program Overview

Mission

To provide financial support for new mexico organizations as designated

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$9,423,900$9,511,745▲ $87,845
Investments in Publicly Traded Securities$8,560,412$8,712,679▲ $152,267
Savings and Temporary Cash Investments$862,217$797,319▼ $64,898
Cash and Non-Interest-Bearing Accounts$1,271$1,747▲ $476
Total Assets$9,423,900$9,511,745▲ $87,845
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,423,900$9,511,745▲ $87,845
Total Liabilities and Net Assets / Fund Balance$9,423,900$9,511,745▲ $87,845
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleBaseTotal
-Trustee$100,095$100,095

Board Members and Trustees

NameTitle
-Co-trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$592,939
Other Revenue
$0
Change in Net Assets
$85,390
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$394,612
Salaries, Compensation, and Employee Benefits$100,095
Other Expenses$12,842
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$394,612--$394,612
Current Officers, Directors, Trustees, and Key Employees$25,024$75,071-$100,095
Fees for Service Investment Mgmnt Fees-$5,227-$5,227
Fees for Services Accounting$1,725--$1,725
Other Expenses-$20-$20
Total Functional Expenses$421,361$86,188$0$507,549
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nm Biopark SocietyAlbuquerque, NM501(c)(3)General Support Grant$98,653
Presbyterian Healthcare FdnAlbuquerque, NM501(c)(3)General Support Grant$98,653
St Joseph Community HealthAlbuquerque, NM501(c)(3)General Support Grant$98,653
Unm Foundation IncAlbuquerque, NM501(c)(3)General Support Grant$98,653
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The trustee receives and reviews the form 990”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Organization complies with the same policy and enforcement as its trustee”

Form 990, Page 6, Part VI, Line 19

“Documents available to the public upon written request”

Form 990, Page 7, Part VII, Section A

“Part VII, Section A: Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees: The compensation reported in column (d) is calculated based on periodic market values and/or the applicable fee agreement. It is not determined on an hourly basis and the reference to one hour per week is an estimate only. Corporate trustee services include, but are not limited to, administrative services such as fiduciary accounting, custody of assets, complying with tax filing requirements, complying with distribution provisions, and complying with federal and state laws applicable to private foundations, plus asset management services such as creating asset allocation strategies, investments reporting”

Form 990, Page 7, Part VII, Section A

“and reallocating and rebalancing of portfolios as necessary.”

Filing and Contact Details

Filer

Filer Name
Eugene L Garcia Charitable Trust
EIN
74-6516415
Phone
8003523705
Address
PO BOX 505 MAC H0006-092, SAINT LOUIS, MO 63166

Signing Officer

Name
-
Title
Trustee
Phone
8003523705
Signed
2025-05-01
Discuss with paid preparer
Yes

Organization Details

Formed
2002
Legal Domicile
Nm
Voting Board Members
5
Independent Board Members
4
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Changes in net assets includes: tax lot adjustment ($144), py return of capital adjustment ($890), return of capital on cy sales ($51), py pending sales ($7), cy pending sales $7, py poai $989, poai ($2591), mutual fund timing adjustment $5157, and rounding ($15)”

Raw XML AppendixShowing 400 of 451 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE FINANCIAL SUPPORT FOR NEW MEXICO ORGANIZATIONS AS DESIGNATED
IRS990/AddressChangeInd0X
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WELLS FARGO BANK NA
IRS990/BooksInCareOfDetail/PhoneNum08003523705
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 N MAIN ST FL 5 D4001-052
IRS990/BooksInCareOfDetail/USAddress/CityNm0WINSTON SALEM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd027101
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt09423900
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt09511745
IRS990/CashNonInterestBearingGrp/BOYAmt01271
IRS990/CashNonInterestBearingGrp/EOYAmt01747
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt075071
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt025024
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0100095
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0394612
IRS990/CYInvestmentIncomeAmt0592939
IRS990/CYOtherExpensesAmt012842
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt085390
IRS990/CYSalariesCompEmpBnftPaidAmt0100095
IRS990/CYTotalExpensesAmt0507549
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0592939
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0TO PROVIDE FINANCIAL SUPPORT FOR NEW MEXICO ORGANIZATIONS AS DESIGNATED
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt0421361
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01725
IRS990/FeesForServicesAccountingGrp/TotalAmt01725
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt05227
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05227
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0WELLS FARGO BANK NA
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt1UNIVERSITY OF NEW MEXICO FDN
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt2NEW MEXICO ZOOLOGICAL SOCIETY
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt3ST JOSEPH COMMUNITY HEALTH
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt4PRESBYTERIAN HEALTHCARE FDN
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd1X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd2X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd3X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0100095
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CO-TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4CO-TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0274862
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt0394612
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0394612
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0394612
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01320190
IRS990/GrossReceiptsAmt01638267
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0318077
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0318077
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt08560412
IRS990/InvestmentsPubTradedSecGrp/EOYAmt08712679
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NM
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01045328
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE FINANCIAL SUPPORT FOR NEW MEXICO ORGANIZATIONS AS DESIGNATED
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt09423900
IRS990/NetAssetsOrFundBalancesEOYAmt09511745
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0274862
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0274862
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt02455
IRS990/OtherExpensesGrp/Desc0ADR FEES
IRS990/OtherExpensesGrp/Desc1FOREIGN TAX PAID
IRS990/OtherExpensesGrp/Desc2INVESTMENT EXPENSE-INTEREST
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0259
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15611
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt220
IRS990/OtherExpensesGrp/TotalAmt0259
IRS990/OtherExpensesGrp/TotalAmt15611
IRS990/OtherExpensesGrp/TotalAmt220
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0WELLS FARGO BANK NA
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0394903
IRS990/PYInvestmentIncomeAmt0749599
IRS990/PYOtherExpensesAmt012587
IRS990/PYRevenuesLessExpensesAmt0246581
IRS990/PYSalariesCompEmpBnftPaidAmt095528
IRS990/PYTotalExpensesAmt0503018
IRS990/PYTotalRevenueAmt0749599
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt085390
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0862217
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0797319
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt00
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt00
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt00
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt00
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt04
IRS990ScheduleA/SupportedOrganizationsTotalCnt04
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0850275408
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1237087964
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2710897107
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3856016041
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd3true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd110
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd23
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd37
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt098653
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt198653
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt298653
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt398653
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF NEW MEXICO FDN
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1NEW MEXICO BIOPARK SOCIETY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2ST JOSEPH COMMUNITY HEALTH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3PRESBYTERIAN HEALTHCARE FDN
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0394612
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt098653
IRS990ScheduleI/RecipientTable/CashGrantAmt198653
IRS990ScheduleI/RecipientTable/CashGrantAmt298653
IRS990ScheduleI/RecipientTable/CashGrantAmt398653
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT GRANT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT GRANT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NM BIOPARK SOCIETY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1ST JOSEPH COMMUNITY HEALTH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2UNM FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3PRESBYTERIAN HEALTHCARE FDN
IRS990ScheduleI/RecipientTable/RecipientEIN0237087964
IRS990ScheduleI/RecipientTable/RecipientEIN1710897107
IRS990ScheduleI/RecipientTable/RecipientEIN2850275408
IRS990ScheduleI/RecipientTable/RecipientEIN3856016041
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01320 IRON AVE SW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11516 5TH ST NW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2700 LOMAS BLVD NE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt31100 CENTRAL AVE SE ATTN JOE RIZZA
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ALBUQUERQUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1ALBUQUERQUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2ALBUQUERQUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm3ALBUQUERQUE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0NM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1NM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2NM
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3NM
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd087102
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd187102
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd287102
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd387125
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION CONTRIBUTED TO PRESELECTED ORGANIZATIONS
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUSTEE RECEIVES AND REVIEWS THE FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ORGANIZATION COMPLIES WITH THE SAME POLICY AND ENFORCEMENT AS ITS TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Part VII, Section A: Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees: The compensation reported in column (d) is calculated based on periodic market values and/or the applicable fee agreement. It is not determined on an hourly basis and the reference to one hour per week is an estimate only. Corporate trustee services include, but are not limited to, administrative services such as fiduciary accounting, custody of assets, complying with tax filing requirements, complying with distribution provisions, and complying with federal and state laws applicable to private foundations, plus asset management services such as creating asset allocation strategies, investments reporting
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4and reallocating and rebalancing of portfolios as necessary.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CHANGES IN NET ASSETS INCLUDES: TAX LOT ADJUSTMENT ($144), PY RETURN OF CAPITAL ADJUSTMENT ($890), RETURN OF CAPITAL ON CY SALES ($51), PY PENDING SALES ($7), CY PENDING SALES $7, PY POAI $989, POAI ($2591), MUTUAL FUND TIMING ADJUSTMENT $5157, AND ROUNDING ($15)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NM BIOPARK SOCIETY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1UNIV OF NEW MEXICO FDN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2ST JOSEPH COMMUNITY HEALTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3PRESBYTERIAN HEALTHCARE FDN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237087964
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1850275408
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2710897107
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3856016041
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3NM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2HEALTHCARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3HEALTHCARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt12
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt23
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt37
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01320 IRON AVE SW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1700 LOMAS BLVD NE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt21516 5TH STREET NW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt31100 CENTRAL AVE SE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ALBUQUERQUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1ALBUQUERQUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2ABUQUERQUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3ALBUQUERQUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2NM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3NM
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd087102
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd187102
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd287102
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd387102
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NM
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt09423900
IRS990/TotalAssetsEOYAmt09511745
IRS990/TotalAssetsGrp/BOYAmt09423900
IRS990/TotalAssetsGrp/EOYAmt09511745
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt086188
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0421361
IRS990/TotalFunctionalExpensesGrp/TotalAmt0507549
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09423900

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • $5M-$10M nonprofits