2024-04-03T15:23:03-05:00 2023-06-30 910189318 MOSS ADAMS LLP 6565 AMERICAS PARKWAY NE STE 600 ALBUQUERQUE NM 87110 990 2022-07-01 850459211 LOBO ENERGY INCORPORATED LOBO 5052727118 800 BRADBURY DR SE 216 ALBUQUERQUE NM 871064310 JASON STRAUSS PRESIDENT/CEO 5052727118 2024-04-03 1 JASON STRAUSS 999009999 1 STEVEN TALBOT P01695427 5058787200 2024-04-03 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JASON STRAUSS 800 BRADBURY DR SE 216 ALBUQUERQUE NM 871064310 1130808 0 X LEI.UNM.EDU X 1998 NM LOBO ENERGY, INC., IS ORGANIZED TO SUPPORT THE UNIVERSITY OF NEW MEXICO FOR THE PURPOSES OF GENERALLY PROVIDING CONTRACTUAL SERVICES, INCLUDING FINANCING, OPERATING, IMPROVING, AND EXPANDING THE UNIVERSITY'S UTILITIES SERVICES INFRASTRUCTURE, AND FOR ALL OTHER PURPOSES PERMITTED UNDER THE UNIVERSITY RESEARCH PARK AND ECONOMIC DEVELOPMENT ACT (CHAPTER 21, ARTICLE 28 NMSA 1978). THE PURPOSES STATED ARE LIMITED TO THOSE PURPOSES THAT COME WITHIN THE MEANING OF AND COMPLY WITH SECTION 501(C)(3) OF THE CODE OR WITH CORRESPONDING PROVISIONS OF ANY FUTURE UNITED STATES INTERNAL REVENUE CODE. X 9 4 7 4 0 0 0 0 2171065 1127989 5971 2819 0 0 2177036 1130808 0 0 0 0 785339 843049 0 0 0 725219 7525539 1510558 8368588 666478 -7237780 7881888 558200 164798 78890 7717090 479310 X LOBO ENERGY, INC. MAY PROVIDE ASSISTANCE TO THE UNIVERSITY, AS REQUESTED, FOR MANAGEMENT AND SUPERVISION OF THE PLANNING, DESIGN, ENGINEERING, CONTRACTING, ENERGY-CONSERVATION, AND COMMISSIONING SERVICES FOR ASSIGNED PROJECTS; PROCUREMENT OF EQUIPMENT AND SERVICES IN THE COURSE OF IMPLEMENTING THE PROJECTS; AND REVIEW OF REGULATORY ISSUES WHILE MONITORING LONG-TERM TECHNOLOGICAL INNOVATION AND SUSTAINABLE PRACTICES. 0 0 8107439 1127989 LOBO ENERGY, INC. WAS FORMED BY THE REGENTS OF THE UNIVERSITY OF NEW MEXICO IN 1998 TO MANAGE THE UPGRADE OF THE UTILITY INFRASTRUCTURE AND PROVIDE UTILITY MANAGEMENT SERVICES TO UNM. LOBO ENERGY HAS UPGRADED THE INFRASTRUCTURE AND HAS IMPLEMENTED AND IS OVERSEEING AN EXTENSIVE ENERGY CONSERVATION PROGRAM ON THE CAMPUS. 8107439 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 3 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 4 1 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X JULIE ALBERTI 5052727118 800 BRADBURY DR SE SUITE 216 ALBUQUERQUE NM 871064310 KATE BECKER DIRECTOR 1.00 40.00 X 0 773853 139863 GARNETT STOKES DIRECTOR 1.00 40.00 X 0 502498 159354 ROBERT GONZALEZ DIRECTOR 1.00 40.00 X 0 226256 36247 BRUNO E CARRARA DIRECTOR, VICE CHAIR 1.00 X 0 0 0 THOMAS J RUIZ DIRECTOR 1.00 X 0 0 0 JON WORD DIRECTOR 1.00 X 0 0 0 TERESA COSTANTINIDIS DIRECTOR/BOARD CHAIR 1.00 40.00 X 0 314348 120264 JASON STRAUSS PRESIDENT/CEO 40.00 X X 161232 0 44185 JACK FORTNER DIRECTOR 1.00 1.00 X 0 0 0 ALFRED SENA VICE PRESIDENT 5.00 40.00 X 0 139365 36618 MATTHEW CHERRIN VICE PRESIDENT 40.00 X 96905 0 35611 JULIE ALBERTI CFO 20.00 X 58237 0 9324 316374 1956320 581466 1 0 1 0 0 OTHER MANAGEMENT SERVI 221000 647989 647989 UTILITIES MANAGEMENT S 221000 480000 480000 1127989 2819 2819 1130808 1127989 0 2819 437621 260394 177227 298003 298003 36673 36673 14971 14971 55781 43958 11823 840 840 39006 39006 94635 77871 16764 16197 5952 10245 74176 71568 2608 9000 6573 2427 209 209 35400 35400 TRANSFER OF CO-GENERATI 6973745 6973745 INVESTMENT GRADE AUDIT 192481 192481 NMAREA - UTILITY REGULA 89850 89850 8368588 8107439 261149 0 414738 252376 415519 232271 9912 10944 32575 62609 665011 665011 7009144 0 7881888 558200 70084 78890 94714 0 164798 78890 X 7717090 479310 7717090 479310 7881888 558200 -7237780 0 X 0 1 X 1 0 X X 1 THE UNIVERSITY OF NEW MEXICO 856000642 6 1 0 8107439 1 0 8107439 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART I, LINE 12G, COL. (VI) OF THE $8,107,439 IN NON-MONETARY SUPPORT PROVIDED TO THE SUPPORTED ORGANIZATION, THE UNIVERSITY OF NEW MEXICO, $6,973,745 REPRESENTED THE TRANSFER OF A CO-GENERATION UNIT, GAS TURBINE GENERATION SYSTEM. THE REMAINING $1,133,694 REPRESENTS THE SERVICES THE ORGANIZATION PROVIDES TO THE UNIVERSITY OF NEW MEXICO FOR UTILITY INFRASTRUCTURE AND UTILITY MANAGEMENT SERVICES. PART IV- SUPPORTING ORGANIZATIONS, LINE 2 EXPLANATION THE ORGANIZATION SUPPORTS A STATE UNIVERSITY, WHICH IS NOT REQUIRED TO OBTAIN RECOGNITION OF ITS PUBLIC CHARITY STATUS. 665011 665011 0 0 1130808 0 1130808 0 1130808 8368588 0 8368588 0 8368588 X 1 1 X X 0 0 0 0 0 0 0 0 0 KATE BECKER DIRECTOR 0 772593 0 0 0 1260 0 129143 0 10720 0 913716 0 0 GARNETT STOKES DIRECTOR 0 502498 0 0 0 0 0 159066 0 288 0 661852 0 0 TERESA COSTANTINIDIS DIRECTOR/BOARD CHAIR 0 314348 0 0 0 0 0 111297 0 8967 0 434612 0 0 ROBERT GONZALEZ DIRECTOR 0 226162 0 0 0 94 0 31889 0 4358 0 262503 0 0 JASON STRAUSS PRESIDENT/CEO 151232 0 10000 0 0 0 18941 0 25244 0 205417 0 0 0 ALFRED SENA VICE PRESIDENT 0 139275 0 0 0 90 0 20894 0 15724 0 175983 0 0 PART I, LINE 1A LOBO ENERGY, INCORPORATED OFFERS A GYM MEMBERSHIP AS A TAXABLE BENEFIT TO ALL ITS EMPLOYEES. COGENERATION UNIT - GAS TURBINE GENERATION SYSTEM 2022-07-31 6973745 BOOK VALUE 856000642 UNIVERSITY OF NEW MEXICO 1 UNIVERSITY OF NEW MEXICO ALBUQUERQUE NM 87131 115 1 1 0 0 PART II, LINE 2E: PERSON(S) INVOLVED: JACK FORTNER, KATE BECKER, GARNETT STOKES, ROBERT GONZALEZ, TERESA COSTANTINIDIS, ALFRED SENA PART II, LINE 2E: EXPLANATION OF INVOLVEMENT: JACK FORTNER IS A REGENT OF THE UNIVERSITY OF NEW MEXICO. KATE BECKER IS AN EMPLOYEE OF THE UNIVERSITY OF NEW MEXICO HOSPITALS. GARNETT STOKES, ROBERT GONZALEZ, TERESA COSTANTINIDIS, AND ALFRED SENA ARE EMPLOYEES OF THE UNIVERSITY OF NEW MEXICO. FORM 990, PART VI, SECTION A, LINE 2 THE FILING ORGANIZATION IS A BLENDED COMPONENT UNIT OF THE UNIVERSITY OF NEW MEXICO (UNM). THE FOLLOWING OFFICERS AND DIRECTORS HAVE A BUSINESS RELATIONSHIP WITH ONE ANOTHER BY VIRTUE OF THEIR POSITIONS AS DIRECTORS OR EMPLOYEES OF RELATED ENTITIES WITHIN THE UNM SYSTEM: GARNETT S. STOKES, PRESIDENT OF UNM KATE BECKER, CEO OF UNIVERSITY OF NEW MEXICO HOSPITAL ROBERT GONZALEZ, DEAN, UNM SCHOOL OF ARCHITECTURE AND PLANNING TERESA COSTANTINIDIS, EXECUTIVE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION AT UNM ALFRED SENA, DIRECTOR OF UNM FACILITIES MANAGEMENT JACK FORTNER, UNM REGENT FORM 990, PART VI, SECTION A, LINE 6 THE BOARD OF REGENTS OF THE UNIVERSITY OF NEW MEXICO, A NEW MEXICO PUBLIC CORPORATION, IS THE ONLY MEMBER OF LOBO ENERGY, INC. (LEI). FORM 990, PART VI, SECTION A, LINE 7A THERE ARE AT LEAST 2 PUBLIC MEMBERS OF THE BOARD OF DIRECTORS OF LOBO ENERGY, INC. (LEI). THE PUBLIC MEMBERS SHALL BE APPOINTED BY THE BOARD OF REGENTS OF THE UNIVERSITY OF NEW MEXICO, THE SOLE MEMBER OF LOBO ENERGY INC. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF REGENTS OF THE UNIVERSITY OF NEW MEXICO MAY REVIEW AND/OR APPROVE SOME DECISIONS MADE BY THE BOARD OF DIRECTORS OF LOBO ENERGY, INC. THE REGENTS OF THE UNIVERSITY OF NEW MEXICO ARE APPOINTED POSITIONS, AND THEY HAVE FIDUCIARY RESPONSIBILITY FOR THE ASSETS AND PROGRAMS OF THE UNIVERSITY. FORM 990, PART VI, SECTION B, LINE 11B THE SECRETARY/TREASURER REVIEWS THE INFORMATION ON THE TAX RETURN FOR COMPLETENESS AND ACCURACY. THEN, A DRAFT COPY OF THE 990 WILL BE GIVEN TO THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IF A POTENTIAL OR ACTUAL CONFLICT ARISES DURING ANY YEAR, BOARD MEMBERS ARE TO REPORT THE CONFLICT TO THE BOARD AT THE TIME IT OCCURS. THE PARTICULAR DIRECTOR DOES NOT ENGAGE IN DISCUSSION OR VOTE CONCERNING BUSINESS RELATED TO THAT CONFLICT. DIRECTORS AND OFFICERS ARE ASKED TO SIGN AFFIRMATIONS ON AN ANNUAL BASIS TO AFFIRM TO THE BOARD THAT THEY HAVE NO CONFLICT OF INTEREST OR TO DISCLOSE A POTENTIAL CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 A PRESIDENTIAL COMPENSATION COMMITTEE DELIBERATES ON AND APPROVES THE COMPENSATION FOR THE PRESIDENT/CEO OF LOBO ENERGY, INC. THE COMMITTEE CONSISTS OF THE BOARD CHAIR, VICE CHAIR, THE UNIVERSITY OF NEW MEXICO (UNM) EXECUTIVE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION, AND A BOARD MEMBER NOT EMPLOYED BY UNM OR LOBO ENERGY. THE PRESIDENT/CEO DETERMINES THE COMPENSATION FOR OTHER OFFICERS AND KEY EMPLOYEES. COMPENSATION IS IN LINE WITH SIMILAR POSITIONS AT UNM. FORM 990, PART VI, SECTION C, LINE 19 INTERESTED PARTIES MAY REQUEST COPIES OF THE GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY FROM THE ORGANIZATION'S OFFICE. UNIVERSITY OF NEW MEXICO 1 UNIVERSITY OF NEW MEXICO ALBUQUERQUE NM 87131 856000642 HIGHER EDUCATION NM 115 UNIVERSITY OF NEW MEXICO BOARD OF REGENTS 0 LOBO DEVELOPMENT CORPORATION 801 UNIVERSITY BLVD ALBUQUERQUE NM 87106 421759020 REAL ESTATE NM 501(C)(3) LINE 12A, I UNIVERSITY OF NEW MEXICO BOARD OF REGENTS 0 UNIVERSITY OF NEW MEXICO MEDICAL GROUP 933 BRADBURY DRIVE SE ALBUQUERQUE NM 87106 208488778 HEALTHCARE NM 501(C)(3) LINE 10 UNIVERSITY OF NEW MEXICO BOARD OF REGENTS 0 UNM SANDOVAL REGIONAL MEDICAL CENTER INC 934 BRADBURY DRIVE SE ALBUQUERQUE NM 87106 271368727 HEALTHCARE NM 501(C)(3) LINE 10 UNIVERSITY OF NEW MEXICO BOARD OF REGENTS 0 UNM RAINFOREST INNOVATIONS 101 BROADWAY BLVD NE SUITE 1100 ALBUQUERQUE NM 87102 850413634 RESEARCH NM 501(C)(3) LINE 12A, I UNIVERSITY OF NEW MEXICO BOARD OF REGENTS 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0