Civic Intelligence

The Dorothy Woodward Memorial

EIN 85-6061229 • 501(c)3 • Albuquerque, NM

Profile

Generate investment income and make grants to the regents of the university of new mexico for the benefit of the history department. Grants are to be used to support southwestern united states history research projects.

6211 San Mateo Blvd NE Ste 100Albuquerque, NM 87109

n/A

Siviq Scores

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

Liabilities / Assets

60th percentile

0.05x

Higher debt load relative to assets than 60% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

91st percentile

0.79x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

72nd percentile

19%

Higher net margin than 72% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

98th percentile

$347,154

Higher top officer pay than 98% of similar nonprofits.

Top officer pay equals 920.0% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

45th percentile

1.4%

Faster asset growth than 45% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

67th percentile

21%

Faster revenue growth than 67% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$656,386

Up $9,091 (+1.4%) from 2024

Liabilities

Down

$30,000

Down $24,500 (-45%) from 2024

Net Assets

Up

$626,386

Up $33,591 (+5.7%) from 2024

Operations
Liabilities / Revenue91st percentileNet Margin72nd percentile

Revenue

Up

$37,736

Up $6,529 (+21%) from 2024

Expenses

Down

$30,717

Down $24,501 (-44%) from 2024

Net Income

Up

$7,019

Up $31,030 (+129%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$800K$600K$400K$200K$0Assets 2011: $437,324Liabilities 2011: $15,000Net Assets 2011: $422,3242011Assets 2012: $394,495Liabilities 2012: $15,000Net Assets 2012: $379,4952012Assets 2013: $438,536Liabilities 2013: $15,000Net Assets 2013: $423,5362013Assets 2014: $490,235Liabilities 2014: $17,000Net Assets 2014: $473,2352014Assets 2015: $486,868Liabilities 2015: $17,000Net Assets 2015: $469,8682015Assets 2016: $470,027Liabilities 2016: $16,000Net Assets 2016: $454,0272016Assets 2017: $517,667Liabilities 2017: $16,700Net Assets 2017: $500,9672017Assets 2018: $546,908Liabilities 2018: $18,727Net Assets 2018: $528,1812018Assets 2019: $563,469Liabilities 2019: $18,455Net Assets 2019: $545,0142019Assets 2020: $595,019Liabilities 2020: $19,500Net Assets 2020: $575,5192020Assets 2021: $745,386Liabilities 2021: $24,000Net Assets 2021: $721,3862021Assets 2022: $595,488Liabilities 2022: $21,000Net Assets 2022: $574,4882022Assets 2023: $638,600Liabilities 2023: $54,500Net Assets 2023: $584,1002023Assets 2024: $647,295Liabilities 2024: $54,500Net Assets 2024: $592,7952024Assets 2025: $656,386Liabilities 2025: $30,000Net Assets 2025: $626,3862025

Highlighted filing

2025

Assets$656,386
Liabilities$30,000
Net Assets$626,386
Open 2025 Filing

Operations Trend

Revenue Growth67th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $18,680Expenses 2011: $23,052Net Income 2011: -$4,3722011Revenue 2012: $37,977Expenses 2012: $23,391Net Income 2012: $14,5862012Revenue 2013: $14,951Expenses 2013: $22,789Net Income 2013: -$7,8382013Revenue 2014: $127,523Expenses 2014: $24,911Net Income 2014: $102,6122014Revenue 2015: $19,194Expenses 2015: $19,616Net Income 2015: -$4222015Revenue 2016: $24,338Expenses 2016: $16,014Net Income 2016: $8,3242016Revenue 2017: $22,028Expenses 2017: $16,714Net Income 2017: $5,3142017Revenue 2018: $26,069Expenses 2018: $18,741Net Income 2018: $7,3282018Revenue 2019: $35,072Expenses 2019: $18,469Net Income 2019: $16,6032019Revenue 2020: $34,927Expenses 2020: $19,509Net Income 2020: $15,4182020Revenue 2021: $58,790Expenses 2021: $24,009Net Income 2021: $34,7812021Revenue 2022: $76,319Expenses 2022: $21,009Net Income 2022: $55,3102022Revenue 2023: $46,068Expenses 2023: $55,216Net Income 2023: -$9,1482023Revenue 2024: $31,207Expenses 2024: $55,218Net Income 2024: -$24,0112024Revenue 2025: $37,736Expenses 2025: $30,717Net Income 2025: $7,0192025

Highlighted filing

2025

Revenue$37,736
Expenses$30,717
Net Income$7,019
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$656,386
Liabilities
$30,000
Net assets
$626,386
Revenue
$37,736
Expenses
$30,717
Net income
$7,019
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$6.56$0.30$6.26$0.38$0.31$0.07
2024Detailed filing. Detailed filing data is available for this year.$6.47$0.55$5.93$0.31$0.55$0.24
2023Detailed filing. Detailed filing data is available for this year.$6.39$0.55$5.84$0.46$0.55$0.09
2022Detailed filing. Detailed filing data is available for this year.$5.95$0.21$5.74$0.76$0.21$0.55
2021Detailed filing. Detailed filing data is available for this year.$7.45$0.24$7.21$0.59$0.24$0.35
2020Detailed filing. Detailed filing data is available for this year.$5.95$0.20$5.76$0.35$0.20$0.15
2019Detailed filing. Detailed filing data is available for this year.$5.63$0.18$5.45$0.35$0.18$0.17
2018Detailed filing. Detailed filing data is available for this year.$5.47$0.19$5.28$0.26$0.19$0.07
2017Detailed filing. Detailed filing data is available for this year.$5.18$0.17$5.01$0.22$0.17$0.05
2016Summary only. Only limited summary data is available for this year.$4.70$0.16$4.54$0.24$0.16$0.08
2015Detailed filing. Detailed filing data is available for this year.$4.87$0.17$4.70$0.19$0.20$0.00
2014Detailed filing. Detailed filing data is available for this year.$4.90$0.17$4.73$1.28$0.25$1.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.39$0.15$4.24$0.15$0.23$0.08
2012Summary only. Only limited summary data is available for this year.$3.94$0.15$3.79$0.38$0.23$0.15
2011Summary only. Only limited summary data is available for this year.$4.37$0.15$4.22$0.19$0.23$0.04
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 11, 2025
Return Version
2024v5.0
Gross Receipts
$87,403
Mission and Program Overview

Mission

Generate investment income and make grants to the regents of the university of new mexico for the benefit of the history department. Grants are to be used to support southwestern united states history research projects.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$644,959$653,915▲ $8,956
Cash and Non-Interest-Bearing Accounts$2,336$2,471▲ $135
Total Assets$647,295$656,386▲ $9,091
Liabilities
Grants Payable$54,500$30,000▼ $24,500
Total Liabilities$54,500$30,000▼ $24,500
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$592,795$626,386▲ $33,591
Total Net Assets Fund Balance$592,795$626,386▲ $33,591
Total Liabilities and Net Assets / Fund Balance$647,295$656,386▲ $9,091
Compensation and Service Providers
Top Officer Pay98th percentile

Employees

NameTitleOtherTotal
Riis GonzalesPresident &$347,154$347,154
Bernard E Brummell TrusteeVice Chairma$4,305$4,305
Carol Graebner TrusteeDirector$4,305$4,305
Christopher Pacheco TrusteeDirector$4,305$4,305
David Walker TrusteeDickinson Co$4,305$4,305
Doug Brown TrusteeDirector$4,305$4,305
Ed Garcia TrusteeDirector$4,305$4,305
Harold W Lavender Jr TrusteeSecretary$4,305$4,305
James B Lewis TrusteeDirector$4,305$4,305
James G Dobbie TrusteeDirector$4,305$4,305
Ken Marvel TrusteeDirector$4,305$4,305
Larry Lujan TrusteeDirector$4,305$4,305
Mark Benak TrusteeChair$4,305$4,305
Olivia Padilla-jackson TrusteeDirector$4,305$4,305
Cynthia Shultz TrusteeDirector$3,229$3,229
Kyle Lee TrusteeDirector$3,229$3,229
Kim Sanchez Rael TrusteeUnm Represen$2,153$2,153

Board Members and Trustees

NameTitle
Riis GonzalesPresident & CEO
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$37,736
Other Revenue
$0
Change in Net Assets
$7,019
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$30,000
Other Expenses$717
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$30,000--$30,000
Other Expenses$706$11-$717
Total Functional Expenses$30,706$11$0$30,717
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Regents of the University of NmAlbuquerque, NM501c3Education$30,000
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 11B

“The form 990 is reviewed in detail by the foundation's ceo/president and finance director. A copy of the form 990 is then given to each trustee for review, and the return is presented to the full board of trustees for acceptance prior to its filing.”

Form 990, Page 6, Part VI, Line 12C

“Sandia foundation is the trustee for the dorothy woodward memorial and the foundation's staff performs administrative activities for the trust. The board and staff of sandia foundation are required to read and sign a conflict of interest statement annually. They must identify any potential conflicts of interest of which they are aware of at that time and acknowledge that they are responsible to immediately identify any conflict that arises subsesquent to that.”

Form 990, Page 6, Part VI, Line 19

“Sandia foundation is the trustee for the dorothy woodward memorial and its employees handle the activities for the trust. The employees follow the policies of sandia foundation and those policies are available upon request from the foundation. Governing documents for the dorothy woodward memorial are available upon request.”

Form 990, Part VII

“Officers and compensation sandia foundation is the trustee for the dorothy woodward memorial trust. The two organizations share the same board and the employees of the foundation oversee the trust and perform the necessary management functions. The time spent by the board and sandia employees on trust business is minimal so there is no charge to the trust to reimburse sandia foundation for their time.”

Filing and Contact Details

Filer

Filer Name
The Dorothy Woodward Memorial
EIN
85-6061229
Phone
5052422684
Address
6211 SAN MATEO BLVD NE STE 100, ALBUQUERQUE, NM 87109

Signing Officer

Name
Riis Gonzales
Title
President & CEO
Phone
5052422684
Signed
2025-12-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Riis Gonzales
Formed
1969
Legal Domicile
Nm
Voting Board Members
15
Independent Board Members
14
Employees
0

Preparer

Firm
Loftis & Lovato Group
Address
5501 EAGLE ROCK AVE NE SUITE C-5, ALBUQUERQUE, NM 87113
Preparer
Nick Loftis
Phone
5052935009
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DICKINSON CO
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14UNM REPRESEN
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16PRESIDENT &
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IRS990/MissionDesc0GENERATE INVESTMENT INCOME AND MAKE GRANTS TO THE REGENTS OF THE UNIVERSITY OF NEW MEXICO FOR THE BENEFIT OF THE HISTORY DEPARTMENT. GRANTS ARE TO BE USED TO SUPPORT SOUTHWESTERN UNITED STATES HISTORY RESEARCH PROJECTS.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE SUPPORTED ORGANIZATION, UNIVERSITY OF NEW MEXICO, MAINTAINS AN ADEQUATE RELATIONSHIP WITH SANDIA FOUNDATION AS THE BYLAWS OF SANDIA FOUNDATION DICTATE THAT OF THE AT LEAST 14 BOARD MEMBERS OF SANDIA FOUNDATION, ONE MEMBER SHALL BE A REPRESENTATIVE OF THE UNIVERSITY OF NEW MEXICO. THESE BOARD MEMBERS HOLD OFFICE FOR TERMS OF FIVE YEARS, HOWEVER THE TERM ENDS CONTEMPORANEOUSLY WITH THE DATE ON WHICH THAT DIRECTOR NO LONGER SERVES AS AN OFFICER OR MEMBER OF THE GOVERNING BOARD OF HIS OR HER EDUCATIONAL INSTITUTION EVEN THOUGH THE TERM, AS A RESULT, MAY BE LESS THAN FIVE YEARS IN LENGTH. HAVING REPRESENTATION ON THE BOARD OF SANDIA FOUNDATION GIVES THEM SIGNIFICANT VOICE IN SANDIA'S INVESTMENT POLICIES AND OTHER USE OF INCOME AND ASSETS. ANNUAL DISTRIBUTIONS ARE DETERMINED BY THE BOARD AND DOCUMENTED IN THE BOARD MINUTES. THE SELECTION OF GRANT RECIPIENTS IS DRIVEN BY THE ARTICLES OF INCORPORATION. THE UNIVERSITY OF NEW MEXICO IS A DESIGNATED GRANT RECIPIENT IN THE ARTICLES OF INCORPORATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 3
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0UNIVERSITY OF NEW MEXICO-HISTORY DEPT
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IRS990ScheduleI/RecipientTable/RecipientEIN0850275408
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0700 LOMAS NE TWO WOODWARD CENTER

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