2020-03-11T17:08:44-05:00 2019-06-30 850232815 HINKLE LANDERS PC 2500 9TH ST NW ALBUQUERQUE NM 871021055 990 2018-07-01 850163601 UNITED WAY OF SANTA FE COUNTY UNIT 5052162985 440 CERRILLOS RD STE A SANTA FE NM 87501 KATHERINE FREEMAN CEO & PRESIDENT 5052162985 2020-01-08 true FARLEY VENER P00162894 5058838788 2020-03-11 173.12.205.65 2020-03-11 17:08:44 CD P C71D689D12F17E2CB78F3EF3D1A0E37BFCF5A93C C71D689D12F17E2CB78F3EF3D1A0E37BFCF5A93C 2018 2020-09-23 17:36:50Z KATHERINE FREEMAN 440 CERRILLOS RD STE A SANTA FE NM 87501 3758396 false X WWW.UWSFC.ORG X 1955 NM TO ENGAGE THE WHOLE COMMUNITY, BRINGING TOGETHER PEOPLE AND RESOURCES TO CREATE INCREASED OPPORTUNITIES FOR CHILDREN AND FAMILIES TO ACHIEVE THEIR DREAMS AND ASPIRATIONS. 21 20 77 45 0 3750255 3172732 0 90618 14275 132012 398802 3972885 3585809 15118 60176 0 1924127 2427736 56060 25391 353943 1419790 1651791 3415095 4165094 557790 -579285 5739376 4889839 797090 526868 4942286 4362971 X THE MISSION OF THE UNITED WAY OF SANTA FE COUNTY (UWSFC) IS TO ENGAGE THE WHOLE COMMUNITY, BRINGING TOGETHER PEOPLE AND RESOURCES TO CREATE INCREASED OPPORTUNITIES FOR CHILDREN AND FAMILIES TO ACHIEVE THEIR DREAMS AND ASPIRATIONS. false false 1236629 143851 THE PRE-K PROGRAM IS THE PRIMARY VEHICLE THROUGH WHICH UWSFC ACCOMPLISHES ITS GOAL OF KINDERGARTEN READINESS. UWSFC CURRENTLY HAS THREE EXTENDED DAY PRE-K CLASSES AT THE ASPEN COMMUNITY MAGNET SCHOOL AND ONE EARLY PRE-K CLASS AT RAMIREZ THOMAS ELEMENTARY SCHOOL (BOTH SCHOOLS ARE PART OF THE SANTA FE PUBLIC SCHOOLS SYSTEM) SERVING 52 FOUR-YEAR-OLDS AND 16 THREE- YEAR-OLDS. ALSO, UWSFC'S HIGH-QUALITY PRE-K OFFERS INTENSIVE FAMILY SUPPORT. 803783 93500 THE FIRST BORN PROGRAM (FBP), CREATED BY VICKI JOHNSON IN SILVER CITY, IS UWSFC'S PRIMARY INTERVENTION FOR CHILDREN AGES 0 TO 3. THE PROGRAM IS FOUNDED ON THE BELIEF THAT A RESILIENT FAMILY, BEGINNING WITH A HEALTHY LOW-RISK PREGNANCY, IS THE MOST EFFECTIVE AND EFFICIENT UNIT FOR BUILDING A HEALTHY AND COMPETENT SOCIETY. WEEKLY HOME VISITATION SERVICES MAY BEGIN ANY TIME DURING PREGNANCY OR RIGHT AFTER THE BIRTH OF A FAMILY'S FIRST CHILD AND CONTINUE UNTIL THE CHILD IS 3 YEARS OF AGE. THE COUNTY-WIDE IMPLEMENTATION OF THE FIRST BORN PROGRAM IN SANTA FE IS A JOINT UNDERTAKING OF UWSFC AND CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER. 735443 60176 85551 THE NEW MEXICO EARLY CHILDHOOD DEVELOPMENT PARTNERSHIP (NMECDP) PROGRAM WAS CREATED TO DEVELOP NEW AND EXPANDED PUBLIC FINANCING STRATEGIES FOR EARLY CHILDHOOD DEVELOPMENT IN THE UWSFC COMMUNITY. 652484 75900 GREAT START FAMILY SUPPORT HOME VISITING PROGRAM - THIS PROGRAM IS AN ORIGINAL CREATION OF UWSFC IN COLLABORATION WITH CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER. THE PROGRAM PROVIDES THREE HOME VISITS TO ALL INTERESTED PARENTS AND THEIR NEW BABIES WITHIN THE FIRST 30 DAYS POST BIRTH. THE VISITS FOCUS ON SUPPORTING SUCCESSFUL BREASTFEEDING, SCREENING FOR POSTPARTUM DEPRESSION, AND ENSURING CONNECTION WITH NECESSARY COMMUNITY RESOURCES. THE GOALS OF THE PROGRAM INCLUDE AN INCREASE IN BREASTFEEDING, INCREASE IN PARENT CONFIDENCE, AND REDUCTION OF INFANT READMISSION TO THE HOSPITAL WITHIN THE FIRST 30 DAYS POSTPARTUM. EXPENSES 166,434 INCLUDING GRANTS OF 0 REVENUE 19,360 THE FAMILY FRIENDS AND NEIGHBORS PROGRAM (FFN) - THIS PROGRAM SUPPORTS COMMUNITY MEMBERS PROVIDING INFORMAL DAY CARE IN THEIR HOMES WITH HOME VISITS AND GROUP ACTIVITIES TO IMPROVE THE QUALITY OF THEIR CARE. THROUGH FFN, UWSFC ALSO PROVIDE THE TRIPLE P POSITIVE PARENTING PROGRAM, A SERIES OF WORKSHOPS THAT PROVIDES SUPPORT FOR PARENTING ACROSS THE AGE SPECTRUM. EXPENSES 172,273 INCLUDING GRANTS OF 0 REVENUE 20,040 THE PRENATAL EDUCATION & OUTREACH PROGRAM WAS DESIGNED WITH TWO MAIN COMPONENTS. THE FIRST IS AN INTENSE, TARGETED OUTREACH EFFORT TO FIND AND SUPPORT WOMEN DURING THE EARLY MONTHS OF PREGNANCY. IT IS ESTIMATED THAT BETWEEN 300 AND 350 WOMEN IN SANTA FE COUNTY EACH YEAR DO NOT SEEK OUT OR RECEIVE ANY HEALTH SERVICES DURING THE FIRST THREE MONTHS OF PREGNANCY. THE SECOND COMPONENT IS A PRENATAL SUPPORT GROUP CALLED "PREPARING THE WAY". THE TOPICS ROTATE, INCLUDING: CHILDBIRTH PREPARATION, BREASTFEEDING, NEWBORN CARE, AND PLANNING FOR POSTPARTUM. THESE CLASSES ARE TAUGHT IN A BILINGUAL SETTING, WITH BOTH ENGLISH AND SPANISH SPEAKING PARTICIPANTS. EXPENSES 123,437 INCLUDING GRANTS OF 0 REVENUE 14,359 DOLLY PARTON IMAGINATION LIBRARY PROGRAM - THIS PROGRAM IS ADMINISTERED BY UWSFC AND IS FUNDED BY SANTA FE COUNTY. IT IS AN EARLY LITERACY PROGRAM THAT SENDS EACH ENROLLED CHILD AN AGE APPROPRIATE BOOK EVERY MONTH, FROM BIRTH TO AGE FIVE. UWSFC UTILIZES ADDITIONAL FUNDING SOURCES FOR SPANISH VERSIONS OF THESE BOOKS. EXPENSES 137,018 INCLUDING GRANTS OF 0 REVENUE 15,939 NAVIGATION SERVICES - FUNDED BY SANTA FE COUNTY AND ADMINISTERED BY UWSFC, THIS PROGRAM SERVES TO LINK AT-RISK SANTA FE COUNTY RESIDENTS TO HEALTH- RELATED SOCIAL NEEDS SUCH AS FOOD, HOUSING, UTILITY ASSISTANCE, TRANSPORTATION AND BEHAVIORAL HEALTH TREATMENT. IT ALSO PROVIDES EMERGENCY FLEXIBLE FUNDING FOR NAVIGATORS TO RESOLVE THE ABOVE LISTED IMMEDIATE HEALTH-RELATED SOCIAL NEEDS. EXPENSES 53,322 INCLUDING GRANTS OF 0 REVENUE 6,202 652484 75900 3428339 true true false true false false false false false true true false false false true true true false false false false false false true false false false true false true false false false false false false false false false false false false false true false false false true 28 0 true 77 true false false false false false false false false X 21 20 false false false false false false false true true false false true true true true true true true true false NM X X X MONA KAY 5052162985 440 CERRILLOS ROAD SUITE A SANTA FE NM 87501 MIRANDA VISCOLI CHAIR 2.00 X X 0 0 0 BARBARA RAND CHAIR ELECT 2.00 X X 0 0 0 BRIAN LEWIS TREASURER 2.00 X X 0 0 0 LYNDA SADLER GAVIOLI SECRETARY 2.00 X X 0 0 0 ALICIA BERTRAM MEMBER 2.00 X 0 0 0 KEITH BURKS MEMBER 2.00 X 0 0 0 BARBARA DAMRON PHD RN FAAN MEMBER X 0 0 0 WILLIAM E GARCIA MEMBER 2.00 X 0 0 0 BUD HAMILTON MEMBER 2.00 X 0 0 0 SUSIE HARBURG MEMBER 2.00 X 0 0 0 ANNE W HONSTEIN MEMBER 2.00 X 0 0 0 CAROL JOHNSON MEMBER 2.00 X 0 0 0 NANCY KING MEMBER 2.00 X 0 0 0 MARGIE KINTZ MEMBER 2.00 X 0 0 0 CARL LUFF MEMBER 2.00 X 0 0 0 STACY QUINN MEMBER 2.00 X 0 0 0 ROSEMARY ROMERO MEMBER 2.00 X 0 0 0 MARIA ELENA SANCHEZ MEMBER 2.00 X 0 0 0 TRUDY SWINT MEMBER 2.00 X 0 0 0 WENDY TREVISANI MEMBER 2.00 X 0 0 0 KATHERINE FREEMAN CEO & PRESID 40.00 X X 141714 0 11718 MONA KAY VP OF FINANC 40.00 X 78030 0 9631 219744 21349 1 false true false 41445 1307114 1824173 19081 3172732 7436 7436 179426 172587 6839 6839 6839 OTHER INCOME 900099 398802 398802 398802 3585809 398802 14275 60176 60176 241093 194370 27773 18950 1930693 1556525 222416 151752 14095 11363 1624 1108 79172 63828 9121 6223 162683 131155 18741 12787 16331 16331 25391 25391 379163 301176 59639 18348 9495 8371 71 1053 213533 203239 1247 9047 38873 30348 1071 7454 175330 160511 8810 6009 68503 62127 2814 3562 27573 11939 126 15508 9440 9064 224 152 38436 38436 110462 109961 298 203 55527 44766 6397 4364 REPAIRS AND MAINTENANCE 155302 153568 1031 703 DISTRIBUTIONS 148262 119529 17080 11653 BAD DEBT EXPENSE 50150 50150 LICENSES AND FEES 42833 41013 1223 597 112578 88829 3106 20643 4165094 3428339 382812 353943 590982 219723 771574 83771 535250 729713 46 20947 38659 40869 3977037 317901 3532087 3659136 268338 133240 2440 2440 5739376 4889839 439619 169003 238 105396 105396 250000 250000 2075 2231 797090 526868 X 1989123 3174047 1317769 1062493 1635394 126431 4942286 4362971 5739376 4889839 -579285 -30 X false true X true false X 4448694 2819538 4113802 3750255 3172732 18305021 4448694 2819538 4113802 3750255 3172732 18305021 1503414 16801607 19776 26649 23260 16068 7436 93189 14000 14000 50822 74427 95149 2250 222648 18634858 543564 0.90160 0.89880 X PART II, LINE 10 OTHER INCOME 222,648 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30840 68 30908 4134186 4165094 358255 89564 313812 324597 320755 358255 1317419 1976129 60917 100 100 30908 92025 78453 81149 80189 89564 329355 494033 100 100 30840 31040 268338 6809 141907 133240 888408 29580 649650 268388 1612798 75666 800056 888408 1560020 98083 -45305 1612798 1170676 400000 -10656 1560020 1.00000 true false 3723142 85914 3637228 148056 131940 16116 105839 100047 5792 3659136 DESIGNATIONS PAYABLE 2155 FUNDS HELD FOR OTHER ENTITIES 76 2231 X 3639143 -30 113540 113510 3525633 60176 60176 3585809 4218458 113540 113540 4104918 60176 60176 4165094 SCHEDULE D, PAGE 2, PART V, LINE 4 THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO HOLD THEM IN PERPETUITY, USING THE INCOME FOR OPERATIONAL PURPOSES. SCHEDULE D, PAGE 3, PART X THE UWSFC IS A NON-PROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. THE UWSFC FILES ITS FEDERAL FORM 990 TAX RETURN IN THE U.S. FEDERAL JURISDICTION AND THE ONLINE CHARITABLE REGISTRATION IN THE OFFICE OF THE ATTORNEY GENERAL FOR THE STATE OF NEW MEXICO. THE UWSFC IS GENERALLY NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND THE NEW MEXICO TAXATION AND REVENUE DEPARTMENT FOR FISCAL YEARS BEFORE 2016. THE UWSFC IS NOT CURRENTLY UNDER AUDIT NOR HAS THE UWSFC BEEN CONTACTED BY ANY OF THESE JURISDICTIONS. MANAGEMENT BELIEVES THAT THEY ARE OPERATING WITHIN THEIR TAX-EXEMPT PURPOSE. SCHEDULE D, PAGE 4, PART XI, LINE 4B AMOUNTS RAISED ON BEHALF OF OTHERS 60,176 SCHEDULE D, PAGE 4, PART XII, LINE 4B AMOUNTS RAISED ON BEHALF OF OTHERS 60,176 X X X X true STRATEGIES 360 INC 317 COMMERCIAL STREET ALBUQUERQUE NM 87102 CAMPAIGNS false 71600 25391 46209 71600 25391 46209 NM false KIDS KITCHEN LLC 440 CERRILLOS RD STE A SANTA FE NM 87501 831826778 501C3 50000 LOW COST MEALS 1 SCHEDULE I, PAGE 1, PART I, LINE 2 THE UNITED WAY OF SANTA FE COUNTY (UWSFC)IS THE FISCAL AGENT FOR KIDS KITCHEN, LLC. KIDS KITCHEN IS MANAGED JOINTLY BY UWSFC AND THE FOOD DEPOT AND ALL KIDS KITCHEN EMPLOYEES ARE ON UWSFC'S PAYROLL. X X X false false false false false false false false false KATHERINE FREEMAN CEO & PRESIDENT 140000 1714 11718 153432 FORM 990 - ORGANIZATION'S MISSION THE MISSION OF THE UNITED WAY OF SANTA FE COUNTY (UWSFC) IS TO ENGAGE THE WHOLE COMMUNITY, BRINGING TOGETHER PEOPLE AND RESOURCES TO CREATE INCREASED OPPORTUNITIES FOR CHILDREN AND FAMILIES TO ACHIEVE THEIR DREAMS AND ASPIRATIONS. FORM 990, PAGE 2, PART III, LINE 4D GREAT START FAMILY SUPPORT HOME VISITING PROGRAM - THIS PROGRAM IS AN ORIGINAL CREATION OF UWSFC IN COLLABORATION WITH CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER. THE PROGRAM PROVIDES THREE HOME VISITS TO ALL INTERESTED PARENTS AND THEIR NEW BABIES WITHIN THE FIRST 30 DAYS POST BIRTH. THE VISITS FOCUS ON SUPPORTING SUCCESSFUL BREASTFEEDING, SCREENING FOR POSTPARTUM DEPRESSION, AND ENSURING CONNECTION WITH NECESSARY COMMUNITY RESOURCES. THE GOALS OF THE PROGRAM INCLUDE AN INCREASE IN BREASTFEEDING, INCREASE IN PARENT CONFIDENCE, AND REDUCTION OF INFANT READMISSION TO THE HOSPITAL WITHIN THE FIRST 30 DAYS POSTPARTUM. EXPENSES 166,434 INCLUDING GRANTS OF 0 REVENUE 19,360 THE FAMILY FRIENDS AND NEIGHBORS PROGRAM (FFN) - THIS PROGRAM SUPPORTS COMMUNITY MEMBERS PROVIDING INFORMAL DAY CARE IN THEIR HOMES WITH HOME VISITS AND GROUP ACTIVITIES TO IMPROVE THE QUALITY OF THEIR CARE. THROUGH FFN, UWSFC ALSO PROVIDE THE TRIPLE P POSITIVE PARENTING PROGRAM, A SERIES OF WORKSHOPS THAT PROVIDES SUPPORT FOR PARENTING ACROSS THE AGE SPECTRUM. EXPENSES 172,273 INCLUDING GRANTS OF 0 REVENUE 20,040 THE PRENATAL EDUCATION & OUTREACH PROGRAM WAS DESIGNED WITH TWO MAIN COMPONENTS. THE FIRST IS AN INTENSE, TARGETED OUTREACH EFFORT TO FIND AND SUPPORT WOMEN DURING THE EARLY MONTHS OF PREGNANCY. IT IS ESTIMATED THAT BETWEEN 300 AND 350 WOMEN IN SANTA FE COUNTY EACH YEAR DO NOT SEEK OUT OR RECEIVE ANY HEALTH SERVICES DURING THE FIRST THREE MONTHS OF PREGNANCY. THE SECOND COMPONENT IS A PRENATAL SUPPORT GROUP CALLED "PREPARING THE WAY". THE TOPICS ROTATE, INCLUDING: CHILDBIRTH PREPARATION, BREASTFEEDING, NEWBORN CARE, AND PLANNING FOR POSTPARTUM. THESE CLASSES ARE TAUGHT IN A BILINGUAL SETTING, WITH BOTH ENGLISH AND SPANISH SPEAKING PARTICIPANTS. EXPENSES 123,437 INCLUDING GRANTS OF 0 REVENUE 14,359 DOLLY PARTON IMAGINATION LIBRARY PROGRAM - THIS PROGRAM IS ADMINISTERED BY UWSFC AND IS FUNDED BY SANTA FE COUNTY. IT IS AN EARLY LITERACY PROGRAM THAT SENDS EACH ENROLLED CHILD AN AGE APPROPRIATE BOOK EVERY MONTH, FROM BIRTH TO AGE FIVE. UWSFC UTILIZES ADDITIONAL FUNDING SOURCES FOR SPANISH VERSIONS OF THESE BOOKS. EXPENSES 137,018 INCLUDING GRANTS OF 0 REVENUE 15,939 NAVIGATION SERVICES - FUNDED BY SANTA FE COUNTY AND ADMINISTERED BY UWSFC, THIS PROGRAM SERVES TO LINK AT-RISK SANTA FE COUNTY RESIDENTS TO HEALTH- RELATED SOCIAL NEEDS SUCH AS FOOD, HOUSING, UTILITY ASSISTANCE, TRANSPORTATION AND BEHAVIORAL HEALTH TREATMENT. IT ALSO PROVIDES EMERGENCY FLEXIBLE FUNDING FOR NAVIGATORS TO RESOLVE THE ABOVE LISTED IMMEDIATE HEALTH-RELATED SOCIAL NEEDS. EXPENSES 53,322 INCLUDING GRANTS OF 0 REVENUE 6,202 FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS AND IS MADE AVAILABLE TO THE FULL BOARD FOR REVIEW BEFORE IT IS FILED. FORM 990, PAGE 6, PART VI, LINE 12C EMPLOYEES, MANAGEMENT, AND BOARD MEMBERS ARE SUBJECT TO THE CONFLICT OF INTEREST POLICY. EMPLOYEES AND MANAGEMENT ATTEST TO THEIR INDEPENDENCE WHEN HIRED AND ARE REQUIRED TO INFORM THE ORGANIZATION SHOULD THEIR SITUATION CHANGE. BOARD MEMBERS RECEIVE CONFLICT OF INTEREST POLICY UPON APPOINTMENT AND ARE REQUIRED TO ATTEST TO THEIR INDEPENDENCE ANNUALLY. IF A CONFLICT ARISES DURING A BOARD MEETING, SUCH MEMBER WITH A CONFLICT DOES NOT VOTE ON THE TRANSACTION AND IS EXCUSED FROM THE MEETING DURING THE VOTING PROCESS. FORM 990, PAGE 6, PART VI, LINE 15A THE PRESIDENT, OFFICERS, AND KEY EMPLOYEE COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. A SALARY COMPARISON STUDY IS COMPLETED AND EVALUATED AGAINST CURRENT SALARIES. THE PROCESS IS DOCUMENTED. FORM 990, PAGE 6, PART VI, LINE 15B THE PRESIDENT, OFFICERS, AND KEY EMPLOYEE COMPENSATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. A SALARY COMPARISON STUDY IS COMPLETED AND EVALUATED AGAINST CURRENT SALARIES. THE PROCESS IS DOCUMENTED. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION'S CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, TAX RETURNS, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AND ARE ALSO AVAILABLE TO THE PUBLIC AT THE NEW MEXICO ATTORNEY GENERAL'S WEBSITE. INTERESTED PARTIES MAY REQUEST COPIES OF THESE DOCUMENTS FROM THE ORGANIZATION'S OFFICE. KIDS KITCHEN LLC 440 CERRILLOS RD STE A SANTA FE NM 87501 831826778 MEAL PREP NM 501C3 12B N/A false false true false false false false false false false false false false false true true false true false false KIDS KITCHEN LLC B 50000 CASH KIDS KITCHEN LLC J 12000 FMV KIDS KITCHEN LLC O 88603 COST KIDS KITCHEN LLC Q 10703 COST