2018-01-24T13:33:05-07:00 2017-06-30 850232815 HINKLE LANDERS PC 2500 9TH ST NW ALBUQUERQUE NM 871021055 990 2016-07-01 850163601 UNITED WAY OF SANTA FE COUNTY UNIT 5052162985 440 CERRILLOS RD STE A SANTA FE NM 87501 KATHERINE FREEMAN CEO & PRESIDENT 5052162985 2018-01-23 true FARLEY VENER P00162894 5058838788 2018-01-23 F568730183B0C4E00A3988643C5B77D372E0B0A8 F568730183B0C4E00A3988643C5B77D372E0B0A8 2016 2021-01-29 14:40:06Z KATHERINE FREEMAN 440 CERRILLOS RD STE A SANTA FE NM 87501 4640997 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. 17 16 64 35 0 2917621 4113802 0 35567 14151 87927 110149 3041115 4238102 146552 13766 0 1993928 2140629 52016 438320 1135762 1285533 3276242 3491944 -235127 746158 6103446 6020933 2504912 1591467 3598534 4429466 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 812010 27496 THE PRE-K PROGRAM IS THE PRIMARY VEHICLE THROUGH WHICH UWSFC ACCOMPLISHES ITS GOAL OF KINDERGARTEN READINESS. UWSFC CURRENTLY HAS TWO EXTENDED DAY AND TWO HALF-DAY PRE-K CLASSES AT THE ASPEN COMMUNITY MAGNET SCHOOL (PART OF THE SANTA FE PUBLIC SCHOOLS SYSTEM) SERVING 68 FOUR-YEAR-OLDS. ALSO, UWSFC'S HIGH-QUALITY PRE-K OFFERS INTENSIVE FAMILY SUPPORT. 760948 25767 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. 598566 13766 19802 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. 652169 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 248,416 INCLUDING GRANTS OF 0 REVENUE 8,412 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 169,468 INCLUDING GRANTS OF 0 REVENUE 5,738 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 234,284 INCLUDING GRANTS OF 0 REVENUE 7,933 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 0 INCLUDING GRANTS OF 0 REVENUE 0 652169 2823693 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 false false true false false false false false false false false true false false false false false false false false true 22 0 true 64 true false false false false false false X 17 16 false false false false false false false true true false false true true true true true true true true false NM X X X THE ORGANIZATION 5052162985 440 CERRILLOS RD STE A SANTA FE NM 87501 STACY QUINN CHAIR 8.00 X X 0 0 0 KEITH BURKS MEMBER 2.00 X 0 0 0 CHERYL D CABBIL MEMBER 2.00 X 0 0 0 BARBARA DAMRON PHD RN FAAN MEMBER 2.00 X 0 0 0 SUZY ESKRIDGE MEMBER 2.00 X 0 0 0 AILEEN GARCIA MEMBER 2.00 X 0 0 0 WILLIAM E GARCIA MEMBER 2.00 X 0 0 0 LYNDA SADLER GAVIOLI 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 BRIAN LEWIS MEMBER 2.00 X 0 0 0 CARL LUFF TREASURER 2.00 X X 0 0 0 DARRYL MCCALL MEMBER 2.00 X 0 0 0 VALERIE PLAME MEMBER 2.00 X 0 0 0 BARBARA RAND MEMBER 2.00 X 0 0 0 MIRANDA VISCOLI CHAIR-ELECT/ 2.00 X X 0 0 0 KATHERINE FREEMAN CEO & PRESID 40.00 X 171715 0 12547 MONA KAY VP OF FINANC 40.00 X 69101 0 10045 240816 22592 1 false true false 33543 1076781 3003478 438826 4113802 23260 23260 393786 402895 -9109 -9109 -9109 OTHER INCOME 900099 95149 95149 FEE REVENUE FROM PLEDGES 541900 15000 15000 110149 4238102 95149 29151 13766 13766 263408 215336 21520 26552 1603055 1310498 130970 161587 18383 15028 1502 1853 110874 90640 9058 11176 144909 118463 11839 14607 4792 3057 384 1351 100 100 52016 52016 247306 190907 24006 32393 17153 12844 161 4148 180008 158182 820 21006 79294 45014 1042 33238 236356 221726 6523 8107 60305 52447 5126 2732 18592 13996 653 3943 111102 109436 744 922 21478 21478 30996 30379 276 341 54347 44429 4440 5478 DISTRIBUTIONS 125745 108631 7658 9456 TRAINING AND RECOGNITION 37354 28120 1311 7923 LICENSES AND FEES 28732 21630 1008 6094 EQUIPMENT 18863 17046 813 1004 13010 2018 77 10915 3491944 2823693 229931 438320 41176 647878 329215 23404 1289904 1142250 16685 11250 50030 44748 3440718 177723 3176423 3262995 1200013 888408 6103446 6020933 81558 211044 2081178 1127173 250000 250000 92176 3250 2504912 1591467 X 268453 1327636 1694687 1466436 1635394 1635394 3598534 4429466 6103446 6020933 746158 84774 X false true X true false X 2599368 2704001 4448694 2819538 4113802 16685403 2599368 2704001 4448694 2819538 4113802 16685403 2284848 14400555 10370 12238 19776 26649 23260 92293 14000 14000 3821 36526 50822 74427 95149 260745 17052441 15000 0.84450 0.83750 X PART II, LINE 10 260,745 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100 100 3491844 3491944 324597 81149 280787 298704 313812 324597 1217900 1826850 46010 71764 60917 100 178791 70197 74676 78453 81149 304475 456713 75 50 100 225 1612798 75666 800056 888408 1560020 98083 -45305 1612798 1170676 400000 -10656 1560020 522596 600000 48080 1170676 494833 15200 12563 522596 1.00000 true false 3193661 3193661 148057 83221 64836 99000 94502 4498 3262995 DESIGNATIONS PAYABLE 3174 FUNDS HELD FOR OTHER ENTITIES 76 3250 X 4412750 84774 103640 188414 4224336 13766 13766 4238102 3581818 103640 103640 3478178 13766 13766 3491944 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 ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. THE ORGANIZATION IS GENERALLY NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS BEFORE 2015. THE ORGANIZATION WOULD RECORD A LIABILITY FOR UNCERTAIN TAX POSITIONS WHEN IT BECAME PROBABLE THAT A LOSS HAS BEEN INCURRED AND THE AMOUNT CAN BE REASONABLE ESTIMATED. INTEREST WOULD BE RECOGNIZED AND ACCRUED RELATED TO UNRECOGNIZED TAX BENEFITS IN INTEREST EXPENSE AND PENALTIES IN OPERATING EXPENSES. EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS ARE CONTINUALLY EVALUATED. AS OF JUNE 30, 2017 AND 2016, NO LIABILITIES FOR UNCERTAIN TAX POSITIONS HAVE BEEN RECORDED. THE ORGANIZATION'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE FISCAL YEARS ENDING 2014, 2015, AND 2016 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. SCHEDULE D, PAGE 4, PART XI, LINE 4B AMOUNTS RAISED ON BEHALF OF OTHERS 13,766 SCHEDULE D, PAGE 4, PART XII, LINE 4B AMOUNTS RAISED ON BEHALF OF OTHERS 13,766 true STRATEGIES 360 INC 317 COMMERCIAL STREET ALBUQUERQUE NM 87102 CAPITAL CA false 1083458 52016 1031442 1083458 52016 1031442 NM X X X false false false false false false false false false KATHERINE FREEMAN CEO & PRESIDENT 171715 12547 184262 X 7 438826 FMV false false true SCHEDULE M, PAGE 1, PART I, LINE 32B ALL DONATED STOCKS THE ORGANIZATION RECEIVES ARE PLACED INTO AN INVESTMENT ACCOUNT AT MORGAN STANLEY. THESE DONATED STOCKS ARE SUBSEQUENTLY SOLD AND THE PROCEEDS USED BY THE ORGANIZATION FOR ITS CAPITAL AND ANNUAL CAMPAIGN. 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 248,416 INCLUDING GRANTS OF 0 REVENUE 8,412 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 169,468 INCLUDING GRANTS OF 0 REVENUE 5,738 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 234,284 INCLUDING GRANTS OF 0 REVENUE 7,933 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 0 INCLUDING GRANTS OF 0 REVENUE 0 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 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. FORM 990, PART XI, LINE 9 AMOUNTS RAISED ON BEHALF OF OTHERS -13,766 AMOUNTS RAISED ON BEHALF OF OTHERS 13,766