Civic Intelligence

Albuquerque Community Foundation

990 • Fiscal year 2014 • EIN 85-0295444

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 12, 2015

Organization ProfileWWW.ALBUQUERQUEFOUNDATION.ORG

View Organization Page

PO Box 25266Albuquerque, NM 87125-5266

(505) 883-6240

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

40th percentile

0.22x

Higher debt load relative to assets than 40% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

85th percentile

2.39x

Higher debt load relative to revenue than 85% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Net Margin

85th percentile

36%

Higher net margin than 85% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

21st percentile

$188,159

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2014

Asset Growth

53rd percentile

5.7%

Faster asset growth than 53% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

85th percentile

34%

Faster revenue growth than 85% of similar nonprofits.

2014 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$67,673,713

Up $3,624,580 (+5.7%) from 2013

Net Assets

Up

$52,687,253

Up $3,191,184 (+6.4%) from 2013

Liabilities

Up

$14,986,460

Up $433,396 (+3.0%) from 2013

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin85th percentile

Revenue

Up

$6,261,463

Up $1,576,008 (+34%) from 2013

Expenses

Up

$3,985,293

Up $673,989 (+20%) from 2013

Net Income

Up

$2,276,170

Up $902,019 (+66%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth53rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200M$150M$100M$50M$0Assets 2010: $53,863,777Liabilities 2010: $14,244,658Net Assets 2010: $39,619,1192010Assets 2011: $53,405,526Liabilities 2011: $13,885,860Net Assets 2011: $39,519,6662011Assets 2012: $58,483,813Liabilities 2012: $12,253,261Net Assets 2012: $46,230,5522012Assets 2013: $64,049,133Liabilities 2013: $14,553,064Net Assets 2013: $49,496,0692013Assets 2014: $67,673,713Liabilities 2014: $14,986,460Net Assets 2014: $52,687,2532014Assets 2015: $66,361,520Liabilities 2015: $14,203,837Net Assets 2015: $52,157,6832015Assets 2016: $71,195,061Liabilities 2016: $15,186,082Net Assets 2016: $56,008,9792016Assets 2017: $91,275,246Liabilities 2017: $16,645,537Net Assets 2017: $74,629,7092017Assets 2018: $94,108,964Liabilities 2018: $16,565,967Net Assets 2018: $77,542,9972018Assets 2019: $108,567,607Liabilities 2019: $18,945,940Net Assets 2019: $89,621,6672019Assets 2020: $124,587,657Liabilities 2020: $22,300,494Net Assets 2020: $102,287,1632020Assets 2021: $148,115,428Liabilities 2021: $26,285,548Net Assets 2021: $121,829,8802021Assets 2022: $139,635,489Liabilities 2022: $24,080,574Net Assets 2022: $115,554,9152022Assets 2023: $150,483,938Liabilities 2023: $27,666,144Net Assets 2023: $122,817,7942023Assets 2024: $160,636,030Liabilities 2024: $31,943,284Net Assets 2024: $128,692,7462024

Highlighted filing

2014

Assets$67,673,713
Liabilities$14,986,460
Net Assets$52,687,253
Open 2014 Filing

Operations Trend

Revenue Growth85th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$30M$20M$10M$0Expenses 2010: $4,313,5372010Expenses 2011: $3,811,3372011Expenses 2012: $4,336,6102012Revenue 2013: $4,685,455Expenses 2013: $3,311,304Net Income 2013: $1,374,1512013Revenue 2014: $6,261,463Expenses 2014: $3,985,293Net Income 2014: $2,276,1702014Revenue 2015: $8,960,910Expenses 2015: $5,729,039Net Income 2015: $3,231,8712015Revenue 2016: $5,078,714Expenses 2016: $5,041,106Net Income 2016: $37,6082016Revenue 2017: $19,953,198Expenses 2017: $6,245,341Net Income 2017: $13,707,8572017Revenue 2018: $14,073,250Expenses 2018: $6,189,351Net Income 2018: $7,883,8992018Revenue 2019: $10,203,805Expenses 2019: $6,508,552Net Income 2019: $3,695,2532019Revenue 2020: $15,721,383Expenses 2020: $8,209,274Net Income 2020: $7,512,1092020Revenue 2021: $25,507,487Expenses 2021: $9,216,412Net Income 2021: $16,291,0752021Revenue 2022: $14,332,959Expenses 2022: $9,513,434Net Income 2022: $4,819,5252022Revenue 2023: $12,664,088Expenses 2023: $12,540,436Net Income 2023: $123,6522023Revenue 2024: $20,785,959Expenses 2024: $12,182,234Net Income 2024: $8,603,7252024

Highlighted filing

2014

Revenue$6,261,463
Expenses$3,985,293
Net Income$2,276,170
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$16,608,943
Mission and Program Overview

Mission

To administer a permanent community endowment from which distributions are used to provide grants to non-profit organizations to address the social, cultural, educational, economic & workforce development needs of the albuquerque metro area & other global outreach organizations.

Promote the establishment of endowments and philanthropy. Manage investments to maximize returns consistent with the organizations investment and distribution policies. Administer endowments, philanthropic programs and grants pursuant to donors and board directives for distributions to nonprofit and qualified entities to address: social, cultural, educational and economic needs of our local and global constituents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$25,868,458$33,615,929▲ $7,747,471
Investments in Publicly Traded Securities$29,150,006$24,748,545▼ $4,401,461
Cash and Non-Interest-Bearing Accounts$2,336,706$2,892,482▲ $555,776
Land, Buildings, and Equipment, Net$2,069,331$1,946,861▼ $122,470
Pledges and Grants Receivable$446,288$1,069,268▲ $622,980
Prepaid Expenses and Deferred Charges$15,892$18,218▲ $2,326
Total Assets$64,049,133$67,673,713▲ $3,624,580
Other Assets Total$4,162,452$3,382,410▼ $780,042
Liabilities
Other Liabilities$14,488,846$14,422,589▼ $66,257
Grants Payable-$533,666-
Accounts Payable and Accrued Expenses$64,218$30,205▼ $34,013
Total Liabilities$14,553,064$14,986,460▲ $433,396
Net Assets / Fund Balance
Temporarily Rstr Net Assets$28,919,837$30,822,134▲ $1,902,297
Unrestricted Net Assets$20,032,232$21,321,119▲ $1,288,887
Permanently Rstr Net Assets$544,000$544,000→ $0
Total Net Assets Fund Balance$49,496,069$52,687,253▲ $3,191,184
Total Liabilities and Net Assets / Fund Balance$64,049,133$67,673,713▲ $3,624,580

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,873,799$219,640$2,093,439
Equipment$73,062$215,512$288,574
Other Land Buildings$0$25,095$25,095
Other Securities$1,784,218--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$44,582,175$2,743,065▲ $2,861,812$2,818,080$47,368,972
2013$40,368,795$2,390,218▲ $4,348,282$2,525,120$44,582,175
2012$35,393,197$4,434,696▲ $3,526,825$2,985,923$40,368,795
2011$35,579,280$2,391,249▼ $639,066$1,938,266$35,393,197
2010$33,336,719$908,729▲ $3,535,617$2,201,785$35,579,280
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
R Randall RoysterPresident & CEOFT$175,000$13,159$188,159

Board Members and Trustees

NameTitle
Kevin YearoutChair
Albert T JorgensenTrustee
Bev McmillanTrustee
Beverly BendicksenTrustee
Carl M AlongiTrustee
Deborah a PeacockTrustee
Diane Harrison OgawaTrustee
Jennifer S ThomasTrustee
Jerrald J RoehlTrustee
Julie B BowdichTrustee
Karen BardTrustee
Kathleen RaskobTrustee
Kenneth C LeachTrustee
Marcis MimsTrustee
Mark L GorhamTrustee
Pam Hurd-kniefTrustee
Peter ToucheTrustee
Ron J RiveraTrustee
Steve MaestasTrustee
Steven W KeeneTrustee
Terri Giron-gordonTrustee
William E EbelTrustee
William P LangTrustee
Wlater E SternTrustee
Glenn FellowsSecretary
Julie Weaks GutierrezTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,288,156
Program Service Revenue
$117,353
Investment Income
$1,890,299
Other Revenue
$-34,345
All Other Contributions
$4,004,551
Change in Net Assets
$2,276,170

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Residential2$1,026,933Fair Market Value (FMV)
Securities Publicly Traded9$266,176Fair Market Value (FMV)
Food Inventory1$10,400Fair Market Value (FMV)
Total Noncash Contributions12$1,303,509-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,261,463
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,058,669
Total Revenue per Audited Statements
$7,320,132
Total Revenue per Form 990
$6,261,463
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,649,425
Other Expenses$684,004
Salaries, Compensation, and Employee Benefits$651,864
Total Fundraising Expense$88,979
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,491,136--$2,491,136
Other Salaries and Wages$194,688$147,208$22,276$364,172
Current Officers, Directors, Trustees, and Key Employees$134,063$31,987$22,109$188,159
Grants to Domestic Individuals$141,789--$141,789
Depreciation Depletion$73,433$40,450$9,947$123,830
Fees for Service Investment Mgmnt Fees-$83,610-$83,610
Office Expenses$40,443$28,627$5,338$74,408
Other Employee Benefits$34,710$20,212$4,933$59,855
Occupancy$25,411$13,998$3,442$42,851
Payroll Taxes$23,208$13,395$3,075$39,678
Information Technology$23,011$12,676$3,117$38,804
Advertising$22,799$11,043$3,865$37,707
Insurance-$32,522-$32,522
Fees for Services Accounting-$26,375-$26,375
Fees for Services Other-$18,055-$18,055
Foreign Grants$16,500--$16,500
Travel$8,256$4,548$1,118$13,922
Other Expenses$3,317$1,827$449$5,593
Conferences and Meetings$68$2,970-$3,038
All Other Expenses$369--$369
Fees for Services Legal-$285-$285
Total Functional Expenses$3,379,820$516,494$88,979$3,985,293

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,128,948
Expenses per Audited Statements$3,985,293
Total Expenses per Form 990$3,985,293
Expenses Not Reported on Form 990$143,655
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Farm to Table IncSanta Fe, NM501(c)(3)Public Policy$150,000
Doctors Without Borders USANew York, NY501(c)(3)Health/general/rehab$106,700
New Mexico Philharmonic IncAlbuquerque, NM501(c)(3)Arts/culture$98,295
United Way of Central New MexicoAlbuquerque, NM501(c)(3)Human Services$75,500
Animal Humane New MexicoAlbuquerque, NM501(c)(3)Animal/wildlife$54,891
516 ArtsAlbuquerque, NM501(c)(3)Arts/culture$52,000
Aps Title I Homeless ProjectsAlbuquerque, NM501(c)(3)Education$50,400
A New Day Youth & Family ServicesAlbuquerque, NM501(c)(3)Human Services$50,300
Aps Education Foundation - Running Start for CareersAlbuquerque, NM501(c)(3)Education$50,000
Albuquerque Youth Symphony ProgramAlbuquerque, NM501(c)(3)Arts/culture$48,000
Barrett FoundationAlbuquerque, NM501(c)(3)Housing/shelter$45,200
Albuquerque Health Care for the HomelessAlbuquerque, NM501(c)(3)Health/general/rehab$41,346
Opera SouthwestAlbuquerque, NM501(c)(3)Arts/culture$39,250
New Mexico Wildlife AssociationEdgewood, NM501(c)(3)Animal/wildlife$37,400
Albuquerque Museum FoundationAlbuquerque, NM501(c)(3)Single Org Support$36,280
Unm FoundationAlbuquerque, NM501(c)(3)Education$35,214
New Mexico Biopark SocietyAlbuquerque, NM501(c)(3)Animal/wildlife$34,786
Albuquerque Museum FoundationAlbuquerque, NM501(c)(3)Garcia Advised Grant$34,000
National Dance Institute of New MexicoSanta Fe, NM501(c)(3)Arts/culture$32,639
Boy Scouts of AmericaAlbuquerque, NM501(c)(3)Youth Development$30,060
New Mexico Military Institute Foundation IncRoswell, NM501(c)(3)Education$27,711
New Mexico Jazz WorkshopAlbuquerque, NM501(c)(3)Arts/culture$27,700
Unm Foundation for Unm School of LawAlbuquerque, NM501(c)(3)Education$27,500
Heading HomeAlbuquerque, NM501(c)(3)Housing/shelter$27,250
Unm Foundation for Unm College of Fine ArtsAlbuquerque, NMPublic EdEducation$26,000
Arca IncAlbuquerque, NM501(c)(3)Human Services$25,928
Working Classroom IncAlbuquerque, NM501(c)(3)Education$25,000
Armand Hammer United World CollegeMontezuma, NM501(c)(3)Education$22,000
Enlace ComunitarioAlbuquerque, NM501(c)(3)Human Services$22,000
The Storehouse New MexicoAlbuquerque, NM501(c)(3)Food/nutrition/agriculture$21,000
Escuela Del Sol Montessori SchoolAlbuquerque, NM501(c)(3)Education$20,000
National Christian Foundation New MexicoAlbuquerque, NM501(c)(3)Religion$20,000
Unm Foundation for Unm Center for the ArtsAlbuquerque, NM501(c)(3)Education$20,000
Christina Kent Early Childhood CenterAlbuquerque, NM501(c)(3)Youth Development$19,302
New Mexico Dental Association FoundationAlbuquerque, NM501(c)(3)Health/general/rehab$19,000
All FaithsAlbuquerque, NM501(c)(3)Human Services$18,950
Saranam LLCAlbuquerque, NM501(c)(3)Health/general/rehab$18,700
ExploraAlbuquerque, NM501(c)(3)Education$18,550
CHILDREN'S GRIEF CENTER OF NEW MEXICOAlbuquerque, NM501(c)(3)Education$18,500
Assistance League of AlbuquerqueAlbuquerque, NM501(c)(3)Philanthropy/service Org$17,000
Santa Fe Community FoundationSanta Fe, NM501(c)(3)Education$17,000
New Mexico Museum of Natural History FoundationAlbuquerque, NM501(c)(3)Arts/culture$16,968
United Way of Santa FeSanta Fe, NM501(c)(3)Human Services$16,000
Abrazos Family Support ServicesBernalillo, NM501(c)(3)Disease/disorders$15,694
Big Brothers Big Sisters of Central New MexicoAlbuquerque, NM501(c)(3)Youth Development$15,650
Planned Parenthood of the Rocky Mountains IncAlbuquerque, NM501(c)(3)Health/general/rehab$15,500
Albuquerque Hispano Chamber of Commerce FoundationAlbuquerque, NM501(c)(3)Arts/culture$15,000
Littleglobe IncSanta Fe, NM501(c)(3)Arts/culture$15,000
Unm Foundation for Harwood Museum of ArtTaos, NMPublic EdArts/culture$15,000
Global Opportunities Unlimited IncAlbuquerque, NM501(c)(3)Human Services$14,040
Pb&j Family Services IncAlbuquerque, NM501(c)(3)Human Services$14,000
Unm Foundation for Unm School of EngineeringAlbuquerque, NM501(c)(3)Education$14,000
Catholic CharitiesAlbuquerque, NM501(c)(3)Human Services$13,929
Albuquerque Meals on WheelsAlbuquerque, NM501(c)(3)Food/nutrition/agriculture$13,810
Bosque SchoolAlbuquerque, NM501(c)(3)Education$13,680
Menaul SchoolAlbuquerque, NM501(c)(3)Education$13,032
New Mexico Child Advocacy NetworksAlbuquerque, NM501(c)(3)Youth Development$12,500
Offcenter Community Arts ProjectAlbuquerque, NM501(c)(3)Arts/culture$12,500
Pegasus Legal Services for ChildrenAlbuquerque, NM501(c)(3)Crime/legal Related$12,500
New Mexico Conference of ChurchesBernalillo, NM501(c)(3)Religion$12,456
Accion New Mexico Arizona ColoradoAlbuquerque, NM501(c)(3)Jobs/employment$12,300
Crossroads for WomenAlbuquerque, NM501(c)(3)Human Services$12,100
Cln KidsAlbuquerque, NM501(c)(3)Human Services$12,000
Community HomeworksKalamazoo, MI501(c)(3)Human Services$12,000
Santa Rosa LibrarySanta Rosa, NM501(c)(3)Education$12,000
Unm Foundation for Unm Cancer Research & Treatment CenterAlbuquerque, NM501(c)(3)Education$11,957
Cnm FoundationAlbuquerque, NM501(c)(3)Education$11,800
Roadrunner Food BankAlbuquerque, NM501(c)(3)Food/nutrition/agriculture$11,292
Morris Animal FoundationDenver, CO501(c)(3)Animal/wildlife$11,000
ST MARTIN'S HOSPITALITY CENTERAlbuquerque, NM501(c)(3)Housing/shelter$10,726
Albuquerque Economic Development Foundation IncAlbuquerque, NM501(c)(4)Community Improvement$10,525
Wings MinistryAlbuquerque, NM501(c)(3)Religion$10,225
Casa AngelicaAlbuquerque, NM501(c)(3)Health/general/rehab$10,200
Angel Flight West IncSanta Monica, CA501(c)(3)Health/general/rehab$10,000
La Familia Medical CenterSanta Fe, NM501(c)(3)Health/general/rehab$10,000
Missionaries of the Poor USA IncAtlanta, GA501(c)(3)Human Services$10,000
New Mexico Center on Law and Poverty IncAlbuquerque, NM501(c)(3)Public Policy$10,000
New Mexico Legal Aid SocietyAlbuquerque, NM501(c)(3)Civil Rights/advocacy$10,000
Project Share IncAlbuquerque, NM501(c)(3)Food/nutrition/agriculture$10,000
Rio Grande Community FarmLos Ranchos, NM501(c)(3)Food/nutrition/agriculture$10,000
South Valley Academy Charter SchoolAlbuquerque, NMPublic EdEducation$10,000
Supportive Housing Coalition of New MexicoAlbuquerque, NM501(c)(3)Human Services$10,000
The Vortex TheatreAlbuquerque, NM501(c)(3)Arts/culture$10,000
Wesst CorpAlbuquerque, NM501(c)(3)Education$10,000
Good Shepherd Center IncAlbuquerque, NM501(c)(3)Human Services$9,981
Greater Albuquerque Habitat for HumanityAlbuquerque, NM501(c)(3)Housing/shelter$8,834
Hawks AloftAlbuquerque, NM501(c)(3)Animal/wildlife$8,447
Reading Works IncAlbuquerque, NM501(c)(3)Education$8,400
First Nations Community HealthsourceAlbuquerque, NM501(c)(3)Mental Health/intervention$7,800
Art in the School IncAlbuquerque, NM501(c)(3)Arts/culture$7,793
Keshet Dance CompanyAlbuquerque, NM501(c)(3)Arts/culture$7,700
Rio Grande Food ProjectAlbuquerque, NM501(c)(3)Food/nutrition/agriculture$7,500
School for Advanced Research on the Human ExperienceSanta Fe, NM501(c)(3)Education$7,500
Aps Education FoundationAlbuquerque, NM501(c)(3)Education$7,189
Boys & Girls Clubs of Central New MexicoAlbuquerque, NM501(c)(3)Youth Development$7,000
Sandia Preparatory SchoolAlbuquerque, NM501(c)(3)Education$7,000
Talking Talons Youth LeadershipTijeras, NM501(c)(3)Youth Development$6,853
Chabad Jewish CenterSanta Fe, NM501(c)(3)Religion$6,800
Danforth Museum of ArtFramingham, MA501(c)(3)Arts/culture$6,500
The Rock at Noon DayAlbuquerque, NM501(c)(3)Youth Development$6,000
Friends of Jewish Community Housing for the ElderlyBrighton, MA501(c)(3)Housing/shelter$5,800
Mana De AlbuquerqueAlbuquerque, NM501(c)(3)Education$5,261
Albuquerque AcademyAlbuquerque, NM501(c)(3)Education$5,250
Silver Horizons New Mexico IncAlbuquerque, NM501(c)(3)Human Services$5,182
Adoption Exchange New Mexico ChapterAlbuquerque, NM501(c)(3)Children/youth$5,000
Albuquerque Chamber Soloists IncAlbuquerque, NM501(c)(3)Arts/culture$5,000
Albuquerque Philharmonic OrchestraAlbuquerque, NM501(c)(3)Arts/culture$5,000
Basement Films IncAlbuquerque, NM501(c)(3)Arts/culture$5,000
Carrie Tingley Hospital FoundationAlbuquerque, NM501(c)(3)Youth Development$5,000
Cathedral Church of St JohnAlbuquerque, NMReligiousReligion$5,000
Healing the ChildrenAlbuquerque, NM501(c)(3)Health/general/rehab$5,000
Job Path IncNew York, NY501(c)(3)Jobs/employment$5,000
National Jewish HealthDenver, CO501(c)(3)Health/general/rehab$5,000
New Mexico Environmental Law CenterSanta Fe, NM501(c)(3)Environment Gardens$5,000
New Mexico Wilderness AllianceAlbuquerque, NM501(c)(3)Environment Gardens$5,000
SENIOR CITIZENS' LAW OFFICEAlbuquerque, NM501(c)(3)Civil Rights/advocacy$5,000
Santa Fe Preparatory SchoolSanta Fe, NM501(c)(3)Education$5,000
Wolf Conservation CenterSouth Salem, NY501(c)(3)Animal/wildlife$5,000
Yai Young Adult InstituteNew York, NY501(c)(3)Youth Development$5,000
Albuquerque Metropolitan Crime Stoppers IncAlbuquerque, NM501(c)(3)Crime/legal Related$4,917
Adelante Development CenterAlbuquerque, NM501(c)(3)Human Services$4,786
Samaritan Counseling CenterAlbuquerque, NM501(c)(3)Human Services$3,000

International Summary

Offices
0
Employees
0
Spending
$0

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$123,505
Fundraising Gross Income$89,160
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Concours Du Soleil$311,409$74,460$43,382$31,078
Annual Meeting$61,356$14,700$10,776$3,924
Total Events$372,765$89,160$123,505$-34,345
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Liability for Assets Held for Community Organizations$11,654,570
Remainder Trusts$2,768,019
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The form 990 is posted to the foundation's website on the board page which requires a password. Then an e-mail is sent to all board members notifying them the form 990 is available for review. The form 990 is voted on at the board meeting. The finance director, president & ceo, and finance committee all review the form 990 prior to it being posted on the website. If there are any changes or amendments to the form 990, the revised form 990 will be resubmitted to the board either at a board meeting or via e-mail for board approval.”

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 finance director, president & ceo and finance committee chair on an annual basis.”

Form 990, Part VI, Section B, Line 15A

“The executive committee of the 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 executive committee meeting minutes.”

Form 990, Part VI, Section C, Line 19

“The financial statements and form 990 for the last 3 years are posted on the foundation's website which is available to the public. Requests for governing documents must be made in writing to the finance director and the president & ceo. Contact information for all employees is located on the foundation's website.”

Filing and Contact Details

Filer

Filer Name
Albuquerque Community Foundation
EIN
85-0295444
Phone
5058836240
Address
PO BOX 25266, ALBUQUERQUE, NM 87125-5266

Signing Officer

Name
R Randall Royster
Title
President & CEO
Phone
5058836240
Signed
2015-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
R Randall Royster
Formed
1981
Legal Domicile
Nm
Voting Board Members
26
Independent Board Members
26
Employees
9
Volunteers
75

Preparer

Firm
Atkinson & Co Ltd
Address
PO BOX 25246, ALBUQUERQUE, NM 87125
Preparer
Stephanie J Catasca CPA
Phone
5058436492
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4

“In 2014, the foundation began an economic and workforce development initiative. However it was not a program service until 2015.”

FORM 990, PART XI, LINE 9:

“Change in value of charitable remainder trusts -50,582.”

Form 990, Part XII, Line 2C

“The finance committee assumes responsibility for the oversight of the audit of its financial statements and selection of an independent accountant. The process has not changed from previous years.”

Financial Statement Notes

PART V, LINE 4:

“The endowment funds provide for investment in the community over time, distributions and grants are made to address community needs.”

PART X, LINE 2:

“The foundation is a nonprofit organization that is exempt from income taxes under section 501(c)(3) of the internal revenue code, and has been classified as an entity that is not a private foundation. Management of the foundation believes that the activities of the foundation are within their tax-exempt purpose. Acf holdings, llc and the historic champion grocery building, llc are disregarded entities for tax purposes, therefore, no provision for income taxes is provided for in the accompanying consolidated financial statements. The foundation does not have any uncertain tax positions for the years ended december 31, 2014 and 2013. Any interest and penalties associated with a tax position, when applicable, are classified according to their natural classification in the foundation's financial statements.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Special event expense 123,505. Change in value of charitable remainder trusts -50,582.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special event expense 123,505.”

Raw XML AppendixShowing 400 of 1,973 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.

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IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd01
IRS990/NetAssetsOrFundBalancesBOYAmt049496069
IRS990/NetAssetsOrFundBalancesEOYAmt052687253
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01084583
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01084583
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-34345
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-34345
IRS990/NetUnrelatedBusTxblIncmAmt0-75139
IRS990/NetUnrlzdGainsLossesInvstAmt0965596
IRS990/NoncashContributionsAmt01303509
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03442
IRS990/OccupancyGrp/ManagementAndGeneralAmt013998
IRS990/OccupancyGrp/ProgramServicesAmt025411
IRS990/OccupancyGrp/TotalAmt042851
IRS990/OfficeExpensesGrp/FundraisingAmt05338
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt028627
IRS990/OfficeExpensesGrp/ProgramServicesAmt040443
IRS990/OfficeExpensesGrp/TotalAmt074408
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04162452
IRS990/OtherAssetsTotalGrp/EOYAmt03382410
IRS990/OtherChangesInNetAssetsAmt0-50582
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt04933
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt020212
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt034710
IRS990/OtherEmployeeBenefitsGrp/TotalAmt059855
IRS990/OtherExpensesGrp/Desc0DONOR RELATIONS
IRS990/OtherExpensesGrp/Desc1MERGER/CONSOLIDATION
IRS990/OtherExpensesGrp/Desc2BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/Desc3TRAINING/DEVELOPMENT
IRS990/OtherExpensesGrp/FundraisingAmt09310
IRS990/OtherExpensesGrp/FundraisingAmt1449
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt026706
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11827
IRS990/OtherExpensesGrp/ProgramServicesAmt0140693
IRS990/OtherExpensesGrp/ProgramServicesAmt15926
IRS990/OtherExpensesGrp/ProgramServicesAmt23317
IRS990/OtherExpensesGrp/TotalAmt0150003
IRS990/OtherExpensesGrp/TotalAmt126706
IRS990/OtherExpensesGrp/TotalAmt25926
IRS990/OtherExpensesGrp/TotalAmt35593
IRS990/OtherLiabilitiesGrp/BOYAmt014488846
IRS990/OtherLiabilitiesGrp/EOYAmt014422589
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt022276
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0147208
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0194688
IRS990/OtherSalariesAndWagesGrp/TotalAmt0364172

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$67,673,713
Liabilities
$14,986,460
Net assets
$52,687,253
Revenue
$6,261,463
Expenses
$3,985,293
Net income
$2,276,170
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$161$31.9$129$20.8$12.2$8.60
2023Summary only. Only limited summary data is available for this year.$150$27.7$123$12.7$12.5$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$140$24.1$116$14.3$9.51$4.82
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$148$26.3$122$25.5$9.22$16.3
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$125$22.3$102$15.7$8.21$7.51
2019Summary only. Only limited summary data is available for this year.$109$18.9$89.6$10.2$6.51$3.70
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$94.1$16.6$77.5$14.1$6.19$7.88
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$91.3$16.6$74.6$20.0$6.25$13.7
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$71.2$15.2$56.0$5.08$5.04$0.04
2015Detailed filing. Detailed filing data is available for this year.$66.4$14.2$52.2$8.96$5.73$3.23
2014Detailed filing. Detailed filing data is available for this year.$67.7$15.0$52.7$6.26$3.99$2.28
2013Detailed filing. Detailed filing data is available for this year.$64.0$14.6$49.5$4.69$3.31$1.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$58.5$12.3$46.2$4.34
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.4$13.9$39.5$3.81
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$53.9$14.2$39.6$4.31
Peer Organizations

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