Nonprofit · EIN 32-0419302
UNIVERSITY OF NEW MEXICO RETIREE WELFARE BENEFIT TR
Tax-exempt · ALBUQUERQUE, NM 87131
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,171,389 | $103,443 | $6,067,946 | $87,223,723 | $0 | $87,223,723 |
| June 30, 2024 | 990 | $12,792,813 | $95,981 | $12,696,832 | $72,877,436 | $302,000 | $72,575,436 |
| June 30, 2023 | 990 | $5,510,069 | $88,871 | $5,421,198 | $61,442,719 | $0 | $61,442,719 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,768,302
- Investment income
- $2,403,087
- Net gain from sales of assets
- $442,662
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $96,124
- Salaries, compensation and benefits (total)
- $96,124
- Professional fundraising fees
- $0
- Accounting fees
- $7,319
Balance sheet and other
- Total assets, start of year
- $72,877,436
- Total assets, end of year
- $87,223,723
- Total liabilities, end of year
- $0
- Net assets, end of year
- $87,223,723
- Publicly traded securities
- $86,124,657
- Gross receipts
- $16,524,097
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2013
- State of legal domicile
- NM
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF ALBUQUERQUE (BOKF) | INSTITUTIONAL TRUSTEE Institutional trustee | 1 | $99,611 |
990 for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF ALBUQUERQUE (BOKF) | INSTITUTIONAL TRUSTEE Institutional trustee | 1 | $84,969 |
990 for the year ended June 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF ALBUQUERQUE (BOKF) | INSTITUTIONAL TRUSTEE Institutional trustee | 1 | $84,375 |
Address and contacts
- Address (IRS master file)
- UNIV OF NEW MEXICO SCHOLES HALL 2, ALBUQUERQUE, NM 87131-0001
- In care of
- % ELIZABETH METZGER CONTROLLE
- Principal officer (990 for 2024)
- KENNY STANSBURY, 1 UNM MSC01 1300, ALBUQUERQUE, NM 871310001
- Signed the 990
- GEORGE C WALLS CPA, ASSISTANT VICE PRESIDENT
- Phone
- (505) 277-0531
- Website
- WWW.UNM.EDU
- Return prepared by
- KPMG LLP
Mission
NONE
Program accomplishments
- THE PURPOSE OF THE PLAN IS TO CONSOLIDATE IN ONE PLAN DOCUMENT CERTAIN PROVISIONS OF WELFARE BENEFITS SPONSORED BY THE UNIVERSITY OF NEW MEXICO (UNM), TO PROVIDE UNIFORM ADMINISTRATION OF SUCH WELFARE BENEFITS AND, IN CONJUNCTION WITH THE UNIVERSITY OF NEW MEXICO RETIREE WELFARE BENEFITS TRUST, TO PAY A PORTION OF THE PREMIUMS FOR RETIREES' COVERAGE UNDER THE COMPONENT BENEFITS. NO BENEFITS WERE PAID OUT OF THE TRUST IN THE FISCAL YEAR END JUNE 30, 2025.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 32-0419302
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $87,223,723
- Income (IRS master file)
- $16,524,097
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $6,171,389 | $103,443 | $87,223,723 | IRS |
| 990 | June 2024 | $12,792,813 | $95,981 | $72,877,436 | XML |
| 990 | June 2023 | $5,510,069 | $88,871 | $61,442,719 | XML |
| 990 | June 2022 | $6,414,325 | $92,266 | $52,206,573 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 32-0419302).
Questions about UNIVERSITY OF NEW MEXICO RETIREE WELFARE BENEFIT TR
- What is the EIN of UNIVERSITY OF NEW MEXICO RETIREE WELFARE BENEFIT TR?
- The employer identification number (EIN) of UNIVERSITY OF NEW MEXICO RETIREE WELFARE BENEFIT TR is 32-0419302.
- Is UNIVERSITY OF NEW MEXICO RETIREE WELFARE BENEFIT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2014.
- Are donations to UNIVERSITY OF NEW MEXICO RETIREE WELFARE BENEFIT TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNIVERSITY OF NEW MEXICO RETIREE WELFARE BENEFIT TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNIVERSITY OF NEW MEXICO RETIREE WELFARE BENEFIT TR due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNIVERSITY OF NEW MEXICO RETIREE WELFARE BENEFIT TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNIVERSITY OF NEW MEXICO RETIREE WELFARE BENEFIT TR?
- The 990 for the year ended June 30, 2025 names KENNY STANSBURY.
- Who are the officers and directors of UNIVERSITY OF NEW MEXICO RETIREE WELFARE BENEFIT TR?
- The 990 for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $99,611 (BANK OF ALBUQUERQUE (BOKF), INSTITUTIONAL TRUSTEE).
- How much revenue does UNIVERSITY OF NEW MEXICO RETIREE WELFARE BENEFIT TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,171,389, expenses of $103,443 and total assets of $87,223,723 at year end.
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