GROWING UP NEW MEXICO INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- GROWING UP NEW MEXICO INC (EIN 85-0163601)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-02-03
- IRS object ID
- 201630359349300508
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-02-03T11:36:20-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 205949532 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICCI & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6200 UPTOWN BLVD NE STE 400 | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 850163601 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF SANTA FE COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5059822002 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 CERRILLOS RD STE A | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87501 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE FREEMAN | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 5059822002 | PhoneNum |
| Signature | 2016-01-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN GRISHAM | PreparerPersonNm |
| PTIN | P00647648 | PTIN |
| Phone | 5053380800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KATHERINE FREEMAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 CERRILLOS RD STE A | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87501 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,311,258 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UWSFC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | NM | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE UNITED WAY OF SANTA FE COUNTY (UWSFC) IS TO CREATE LASTING CHANGE IN CHRONIC COMMUNITY CONDITIONS.THE SANTA FE CHILDREN'S PROJECT IS ITS VEHICLE FOR ACHIEVING THAT MISSION AND AS SUCH REPRESENTS ITS OVERALL STRATEGY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 43 | TotalEmployeeCnt |
| Total Volunteers | 70 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,304,001 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,848,694 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $24,546 | PYInvestmentIncomeAmt |
| CY Investment Income | -$15,444 | CYInvestmentIncomeAmt |
| PY Other Revenue | $51,526 | PYOtherRevenueAmt |
| CY Other Revenue | $64,322 | CYOtherRevenueAmt |
| PY Total Revenue | $3,380,073 | PYTotalRevenueAmt |
| CY Total Revenue | $4,897,572 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $183,877 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $145,733 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,526,433 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,769,144 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $392,219 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $905,433 | PYOtherExpensesAmt |
| CY Other Expenses | $1,059,202 | CYOtherExpensesAmt |
| PY Total Expenses | $2,615,743 | PYTotalExpensesAmt |
| CY Total Expenses | $2,974,079 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $764,330 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,923,493 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,346,405 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,173,300 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $363,795 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $285,098 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,982,610 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,888,202 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF THE UNITED WAY OF SANTA FE COUNTY (UWSFC) IS TO CREATE LASTING CHANGE IN CHRONIC COMMUNITY CONDITIONS BY ACTING AS A CHANGE AGENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $618,866 | ExpenseAmt |
| Desc | THE PRE-K PROGRAM IS THE PRIMARY VEHICLE THROUGH WHICH UWSFC ACCOMPLISHES ITS GOAL OF KINDERGARTEN READINESS. UWSFC CURRENTLY HAS FIVE PRE-K CLASSES AT THE ASPEN COMMUNITY MAGNET SCHOOL (PART OF THE SANTA FE PUBLIC SCHOOLS SYSTEM) AND SERVES APPROXIMATELY 80 FOUR-YEAR-OLDS. ALSO, UWSFC'S HIGH-QUALITY PRE-K OFFERS INTENSIVE FAMILY SUPPORT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $639,531 | ExpenseAmt |
| Desc | THE FIRST BORN PROGRAM (FBP), CREATED BY VICKI JOHNSON IN SILVER CITY, IS UWSF'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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $809,108 | ExpenseAmt |
| Grant | $145,733 | GrantAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | DescDesc |
|---|---|
| $249,464 | THE GREAT START FAMILY SUPPORT HOME VISITING PROGRAM IS THE ORGANIZATION'S ORIGINAL CREATION 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 RE-ADMISSION TO THE HOSPITAL WITHIN THE FIRST 30 DAYS POSTPARTUM. |
| $43,468 | THE FAMILY FRIENDS AND NEIGBORS PROGRAM (FFN) SUPPORTS COMMUNITY MEMBERS BY PROVIDING INFORMAL DAY CARE IN THEIR HOMES INCLUDING HOME VISITS AND GROUP ACTIVITIES TO IMPROVE THE QUALITY OF THEIR CARE. THROUGH FFN, THE ORGANIZATION ALSO PROVIDES THE TRIPLE P POSITIVE PARENTING PROGRAM, WHICH IS A SERIES OF WORKSHOPS THAT PROVIDE SUPPORT FOR PARENTING ACROSS THE AGE SPECTRUM. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $292,932 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $2,360,437 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 43 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE FREEMAN | PersonNm |
| Phone | 5059822002 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 CERRILLOS RD SUITE A | AddressLine1Txt |
| City | SANTA FE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87501 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ALAN AUSTIN | ||||||
| CHAIR | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STACY QUINN | ||||||
| VICE PRESIDENT | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CARL LUFF | ||||||
| TREASURER/SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ALICIA BERTRAM | ||||||
| MEMBER, BOARD OF DIRECTORS | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MIRANDA VISCOLI | ||||||
| MEMBER, BOARD OF DIRECTORS | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RENEE GOSHIN | ||||||
| MEMBER, BOARD OF DIRECTORS | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SUZY ESKRIDGE | ||||||
| MEMBER, BOARD OF DIRECTORS | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DENNIS HERNANDEZ | ||||||
| MEMBER, BOARD OF DIRECTORS | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CAROL JOHNSON | ||||||
| MEMBER, BOARD OF DIRECTORS | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA DAMRON PHD | ||||||
| MEMBER, BOARD OF DIRECTORS | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SHIRLEY LUJAN | ||||||
| MEMBER, BOARD OF DIRECTORS | 2.00 | Yes (X) | $0 | $0 | $0 | |
| EMILY GARCIA | ||||||
| MEMBER, BOARD OF DIRECTORS | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BARB RAND | ||||||
| MEMBER, BOARD OF DIRECTORS | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MARTE MURPHY | ||||||
| MEMBER, BOARD OF DIRECTORS | 4.00 | Yes (X) | $0 | $0 | $0 | |
| LEAH SAIDY STORM | ||||||
| MEMBER, BOARD OF DIRECTORS | 2.00 | Yes (X) | $0 | $0 | $0 | |
| VALERIE PLAME WILSON | ||||||
| MEMBER, BOARD OF DIRECTORS | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KATHERINE FREEMAN | ||||||
| CEO & PRESIDENT | 40.00 | Yes (X) | Yes (X) | $171,274 | $0 | $8,166 |
| MONA KAY | ||||||
| VP OF FINANCE | 40.00 | Yes (X) | $61,537 | $0 | $7,244 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $232,811 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $15,410 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $15,258 | FederatedCampaignsAmt |
| Government Grants | $807,388 | GovernmentGrantsAmt |
| All Other Contributions | $4,026,048 | AllOtherContributionsAmt |
| Total Contributions | $4,848,694 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,776 | TotalRevenueColumnAmt |
| Exclusion | $19,776 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $234,671 | SecuritiesAmt |
| Other | $143,795 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $227,426 | SecuritiesAmt |
| Other | $186,260 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,245 | SecuritiesAmt |
| Other | -$42,465 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$35,220 | TotalRevenueColumnAmt |
| Exclusion | -$35,220 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| FISCAL AGENT FEE | 541900 | $50,822 | $50,822 |
| DESIGNATION FEES INC | 541900 | $13,500 | $13,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $64,322 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,897,572 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $64,322 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$15,444 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,733 | TotalAmt |
| Program Services | $145,733 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,236 | TotalAmt |
| Program Services | $166,409 | ProgramServicesAmt |
| Management And General | $60,627 | ManagementAndGeneralAmt |
| Fundraising | $10,200 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,291,272 | TotalAmt |
| Program Services | $1,054,492 | ProgramServicesAmt |
| Management And General | $81,616 | ManagementAndGeneralAmt |
| Fundraising | $155,164 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,573 | TotalAmt |
| Program Services | $8,445 | ProgramServicesAmt |
| Management And General | $984 | ManagementAndGeneralAmt |
| Fundraising | $1,144 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,614 | TotalAmt |
| Program Services | $77,970 | ProgramServicesAmt |
| Management And General | $9,084 | ManagementAndGeneralAmt |
| Fundraising | $10,560 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,449 | TotalAmt |
| Program Services | $105,794 | ProgramServicesAmt |
| Management And General | $12,326 | ManagementAndGeneralAmt |
| Fundraising | $14,329 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,326 | TotalAmt |
| Program Services | $2,397 | ProgramServicesAmt |
| Fundraising | $7,929 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,050 | TotalAmt |
| Management And General | $16,050 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,764 | TotalAmt |
| Program Services | $71,764 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,324 | TotalAmt |
| Program Services | $253,568 | ProgramServicesAmt |
| Management And General | $3,549 | ManagementAndGeneralAmt |
| Fundraising | $88,207 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,681 | TotalAmt |
| Program Services | $54,356 | ProgramServicesAmt |
| Management And General | $2,281 | ManagementAndGeneralAmt |
| Fundraising | $43,044 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,723 | TotalAmt |
| Program Services | $135,126 | ProgramServicesAmt |
| Management And General | $7,854 | ManagementAndGeneralAmt |
| Fundraising | $11,743 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,390 | TotalAmt |
| Program Services | $29,400 | ProgramServicesAmt |
| Management And General | $2,770 | ManagementAndGeneralAmt |
| Fundraising | $3,220 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,329 | TotalAmt |
| Program Services | $104,292 | ProgramServicesAmt |
| Management And General | $15,410 | ManagementAndGeneralAmt |
| Fundraising | $7,627 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,947 | TotalAmt |
| Program Services | $36,237 | ProgramServicesAmt |
| Management And General | $2 | ManagementAndGeneralAmt |
| Fundraising | $1,708 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,311 | TotalAmt |
| Program Services | $29,575 | ProgramServicesAmt |
| Management And General | $886 | ManagementAndGeneralAmt |
| Fundraising | $2,850 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,748 | TotalAmt |
| Fundraising | $9,748 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,664 | TotalAmt |
| Program Services | $11,615 | ProgramServicesAmt |
| Management And General | $485 | ManagementAndGeneralAmt |
| Fundraising | $564 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,926 | TotalAmt |
| Program Services | $18,313 | ProgramServicesAmt |
| Management And General | $2,133 | ManagementAndGeneralAmt |
| Fundraising | $2,480 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| INITIATIVES & TECH ASSI | $50,791 | $40,569 | $4,727 | $5,495 |
| DUES & SUBSCRIPTIONS | $15,979 | $584 | $68 | $15,327 |
| TRAINING | $12,089 | $11,274 | $277 | $538 |
| MISCELLANEOUS | $3,160 | $2,524 | $294 | $342 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,974,079 | TotalAmt |
| Program Services | $2,360,437 | ProgramServicesAmt |
| Management And General | $221,423 | ManagementAndGeneralAmt |
| Fundraising | $392,219 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $837,429 | BOYAmt |
| EOY | $1,229,911 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $376,316 | BOYAmt |
| EOY | $1,816,226 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,822 | BOYAmt |
| EOY | $42,145 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $181,928 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $115,470 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,033 | BOYAmt |
| EOY | $66,458 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $875,448 | BOYAmt |
| EOY | $1,018,560 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $184,357 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,346,405 | BOYAmt |
| EOY | $4,173,300 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,935 | BOYAmt |
| EOY | $94,619 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $193,969 | BOYAmt |
| EOY | $100,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,891 | BOYAmt |
| EOY | $90,479 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $363,795 | BOYAmt |
| EOY | $285,098 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,638 | BOYAmt |
| EOY | -$176,283 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $583,661 | BOYAmt |
| EOY | $2,527,174 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,137,311 | BOYAmt |
| EOY | $1,537,311 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,982,610 | BOYAmt |
| EOY | $3,888,202 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,346,405 | BOYAmt |
| EOY | $4,173,300 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,923,493 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$17,901 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,042,078 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,687,371 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,599,368 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,704,001 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,448,694 | CurrentTaxYearAmt |
| Total | $15,481,512 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,042,078 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,687,371 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,599,368 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,704,001 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,448,694 | CurrentTaxYearAmt |
| Total | $15,481,512 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,228,803 | SubstantialContributorsTotAmt |
| Public Support Total170 | $13,252,709 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,426 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,226 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,370 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,238 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,776 | CurrentTaxYearAmt |
| Total | $63,036 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,724 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $759 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,821 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,526 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $64,322 | CurrentTaxYearAmt |
| Total | $147,152 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $15,691,700 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $77,440 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.84460 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88530 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION: BEQUEST MADE TO UWSFC'S PERMANENT ENDOWMENT FUND DATE: 06/30/15 AMOUNT: 400000. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $50 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $71,714 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $71,764 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,902,315 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $2,974,079 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $298,704 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $74,676 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $281,953 | CurrentYearMinus3Amt |
| Current Year Minus2 | $271,318 | CurrentYearMinus2Amt |
| Current Year Minus1 | $280,787 | CurrentYearMinus1Amt |
| Current Year | $298,704 | CurrentYearAmt |
| Total | $1,132,762 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,699,143 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,661 | CurrentYearMinus3Amt |
| Current Year Minus2 | $12,179 | CurrentYearMinus2Amt |
| Current Year Minus1 | $46,010 | CurrentYearMinus1Amt |
| Current Year | $71,764 | CurrentYearAmt |
| Total | $131,614 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $70,488 | CurrentYearMinus3Amt |
| Current Year Minus2 | $67,830 | CurrentYearMinus2Amt |
| Current Year Minus1 | $70,197 | CurrentYearMinus1Amt |
| Current Year | $74,676 | CurrentYearAmt |
| Total | $283,191 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $424,787 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $50 | CurrentYearMinus3Amt |
| Current Year Minus2 | $50 | CurrentYearMinus2Amt |
| Current Year Minus1 | $75 | CurrentYearMinus1Amt |
| Current Year | $50 | CurrentYearAmt |
| Total | $225 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-A DESCRIPTION OF CURRENT YEAR LOBBYING ACTIVITY: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION LOBBIED THE NM STATE LEGISLATURE DURING ITS 2015 SESSION FOR CAPITAL APPROPRIATIONS IN ORDER TO DESIGN THE FUTURE UWSFC SANTA FE EARLY LEARNING CENTER TO BE BUILT ON THE SANTA FE PUBLIC SCHOOLS AGUA FRIA CAMPUS. THE ORGANIZATION ALSO LOBBIED TO ADVOCATE FOR HOME VISITING FUNDING FROM THE STATE OF NM. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,170,676 | BeginningYearBalanceAmt |
| Contributions | $400,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$10,656 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,560,020 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $522,596 | BeginningYearBalanceAmt |
| Contributions | $600,000 | ContributionsAmt |
| Investment Earnings Or Losses | $48,080 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,170,676 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $494,833 | BeginningYearBalanceAmt |
| Contributions | $15,200 | ContributionsAmt |
| Investment Earnings Or Losses | $12,563 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $522,596 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $518,253 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$23,420 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $494,833 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $527,938 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$3,858 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,827 | OtherExpendituresAmt |
| End Year Balance | $518,253 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $181,928 | OtherCostOrOtherBasisAmt |
| Depreciation | $115,470 | DepreciationAmt |
| Book Value | $66,458 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $66,458 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DESIGNATIONS PAYABLE | $90,403 |
| FUNDS HELD FOR OTHER ENTITIES | $76 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $90,479 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,857,304 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$17,901 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $123,366 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $105,465 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,751,839 | RevenueSubtotalAmt |
| Other Revenues Not Included | $145,733 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $145,733 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,897,572 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,951,712 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $123,366 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $123,366 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,828,346 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $145,733 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $145,733 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,974,079 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| PART X, LINE 2: | EXPLANATION FOR UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 2013. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | AMOUNTS RAISED ON BEHALF OF OTHERS 145,733. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | AMOUNTS PAID ON BEHALF OF OTHERS 145,733. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRATEGIES 360 INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3602 CAMPUS BLVD NE | AddressLine1Txt |
| City | ALBUQUERQUE | CityNm |
| State Abbreviation | NM | StateAbbreviationCd |
| ZIP | 87106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | FUNDRAISING FOR UWSFC'S FYE 2015 CAPITAL CAMPAIGN | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $545,240 | GrossReceiptsAmt |
| Retained By Contractor | $75,970 | RetainedByContractorAmt |
| Net To Organization | $469,270 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $545,240 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $75,970 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $469,270 | TotalNetToOrganizationAmt |
| Licensed States | NM | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART I, LINE 2B, COLUMN (V) | FormAndLineReferenceDesc |
| Explanation | UWSFC ENTERED INTO AN AGREEMENT WITH STRATEGIES 360, INC TO OBTAIN FUNDRAISING ASSISTANCE WITH ITS FISCAL YEAR 2015 CAPITAL CAMPAIGN. CONTRIBUTIONS AND PLEDGES HAVE BEEN INCLUDED HEREIN. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CHRIST CHURCH SANTA FE | |||||||
| 1213 DON GASPAR AVE | SANTA FE | NM | 87505 | 710876280 | 501(C)(3) | $8,193 | GENERAL SUPPORT |
| HOLY FAMILY EPISCOPAL CHURCH | |||||||
| 10 A BISBEE COURT | SANTA FE | NM | 87508 | 850415388 | 501(C)(3) | $5,699 | GENERAL SUPPORT |
| FOOD DEPOT | |||||||
| 1222 SILER RD | SANTA FE | NM | 87507 | 850416803 | 501(C)(3) | $15,919 | GENERAL SUPPORT |
| PATHFINDER INTERNATIONAL | |||||||
| 9 GALEN ST 217 | WATERTOWN | MA | 02472 | 530235320 | 501(C)(3) | $7,124 | GENERAL SUPPORT |
| ST ELIZABETH SHELTER | |||||||
| 804 ALARID ST | SANTA FE | NM | 87505 | 850347650 | 501(C)(3) | $8,230 | GENERAL SUPPORT |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | EXPLANATION OF ASSISTANCE PAYMENTS MADE: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION NO LONGER MAKES GRANTS, RATHER IT DISTRIBUTES FUNDS BASED ON THE DONOR'S DESIGNATION. UWSFC ONLY DISTRIBUTES FUNDS TO 501(C)(3) ORGANIZATIONS THAT ANNUALLY CERTIFY THEY STILL RETAIN THEIR EXEMPT STATUS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHERINE FREEMAN | PersonNm |
| Title | CEO & PRESIDENT | TitleTxt |
| Base Compensation Filing Org | $171,274 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $8,166 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $179,440 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE BOARD OF DIRECTORS MAY DESIGNATE INDIVIDUALS OR ORGANIZATIONS AS NORMAL MEMBERS TO REFLECT CLOSE AFFILIATION, BUT THE DESIGNATION DOES NOT CONFER RIGHTS WITH RESPECT TO THE AFFAIRS OF THE ORGANIZATION. MEMBERS WHO ARE NOT BOARD MEMBERS WILL NOT BE VESTED WITH ANY POWERS OF GOVERNANCE OR VOTING. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS AND IS MADE AVAILABLE TO THE FULL BOARD FOR REVIEW BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, 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 THE 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, PART VI, SECTION B, LINE 15 | 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, PART VI, SECTION C, 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 IX, LINE 11G | OTHER FEES FOR SERVICES (NONEMPLOYEES): PROGRAM SERVICE EXPENSES 253,568. MANAGEMENT AND GENERAL EXPENSES 3,549. FUNDRAISING EXPENSES 88,207. TOTAL EXPENSES 345,324. |
| FORM 990, PART XII, LINE 2C: | THERE HAS BEEN NO CHANGE TO THE AUDIT OVERSIGHT OR AUDITOR SELECTION PROCESS. |
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