2013-02-11T10:48:54-06:00 2012-06-30 910189318 MOSS ADAMS LLP 6100 UPTOWN BLVD NE STE 400 ALBUQUERQUE NM 87110 990 2011-07-01 850163601 UNITED WAY OF SANTA FE COUNTY UNIT 5059822002 440 CERRILLOS RD SUITE A SANTA FE NM 87501 KATHERINE FREEMAN 5059822002 2013-02-11 1 PAMELA ALEXANDERSON P01218925 5058787200 2011 2016-03-07 17:11:31Z KATHERINE FREEMAN 440 CERRILLOS RD SUITE A SANTA FE NM 87501 3020022 0 X WWW.UWSFC.ORG X 1955 NM THE MISSION OF UNITED WAY OF SANTA FE COUNTY IS TO CREATE LASTING CHANGE IN CHRONIC COMMUNITY CONDITIONS. 18 16 63 95 0 0 3042078 2720341 0 17972 6975 3254 16537 759 3065590 2742326 96311 120930 0 0 1795565 1726848 0 0 203825 912712 791283 2804588 2639061 261002 103265 1798830 1632794 796116 674878 1002714 957916 X THE MISSION OF THE UNITED WAY OF SANTA FE COUNTY IS TO CREATE LASTING CHANGE IN CHRONIC COMMUNITY CONDITIONS. 0 0 657144 PREK - THE PREK PROGRAM IS THE PRIMARY VEHICLE THROUGH WHICH WE ACCOMPLISH OUR GOAL OF KINDERGARTEN READINESS. WE CURRENTLY HAVE SIX PREK CLASSES AT THE ASPEN COMMUNITY MAGNET SCHOOL, PART OF THE SANTA FE PUBLIC SCHOOL SYSTEMS, SERVING 96 FOUR-YEAR-OLDS. OUR HIGH-QUALITY PREK OFFERS INTENSIVE FAMILY SUPPORT. 662631 FIRST BORN PROGRAM - WE UTILIZE THE FIRST BORN PROGRAM (FBP), CREATED BY VICKI JOHNSON IN SILVER CITY, AS OUR PRIMARY INTERVENTION FOR CHILDREN 0-3. THE FOUNDATION OF THE FBP IS 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. BOOK CLUBS PROVIDE SUPPORT FOR EARLY LITERACY AND A SOCIAL SUPPORT NETWORK FOR FAMILIES. ADDITIONALLY, TRIPLE P - POSITIVE PARENTING PROGRAM - IS A SERIES OF WORKSHOPS AND SUPPORT FOR PARENTING ACROSS THE AGE SPECTRUM. THE COUNTY-WIDE IMPLEMENTATION OF THE FIRST BORN PROGRAM IN SANTA FE IS A JOINT UNDERTAKING OF UNITED WAY OF SANTA FE COUNTY AND CHRISTUS ST. VINCENT REGIONAL MEDICAL CENTER. 357733 17972 THE COMMUNITY SCHOOL PROGRAM (OUT-OF-SCHOOL TIME) OFFERS EDUCATION, ENRICHMENT ACTIVITIES, AND FAMILY SUPPORT TO STUDENTS AND PARENTS AT ASPEN COMMUNITY MAGNET SCHOOL. THE GOALS ARE TO IMPROVE THE ACADEMIC AND SOCIAL/EMOTIONAL SKILLS OF THE STUDENTS AND TO IMPROVE THE SKILLS AND ABILITIES OF PARENTS SO THEY CAN BETTER SUPPORT THEIR CHILDREN. WE PROVIDE AN AFTERSCHOOL PROGRAM FOR STUDENTS IN GRADES K-3 WITH AN EMPHASIS ON LITERACY (THE LET'S READ PROGRAM). WE PROVIDE CLASSES FOR ADULTS IN THE EVENINGS -- ESL, SPANISH, COMPUTERS, FINANCIAL LITERACY, PARENTING AND ZUMBA. WE PROVIDE ADDITIONAL INDIVIDUAL SUPPORT TO STUDENTS AND PARENTS AS NEEDED -- TUTORING AND REFERRALS TO OTHER AGENCIES FOR ASSISTANCE. 564199 120930 32970 MOBILIZATION FOR EDUCATION - UWSFC INVOLVES THE GREATER COMMUNITY IN DETERMINING WHAT IT WILL TAKE TO CREATE QUALITY EDUCATION FOR ALL CHILDREN. WE DEVOTE SUBSTANTIAL RESOURCES TO ENGAGE THE COMMUNITY IN UNDERSTANDING COMMUNITY ASPIRATIONS FOR EDUCATION, RECOGNIZING THE CRITICAL NEED FOR IMPROVING OUR SCHOOLS, COMMITTING OURSELVES TO ADDRESSING COMMUNITY CONDITIONS, AND IN IMPLEMENTING A REFORM STRATEGY.NEW MEXICO EARLY CHILDHOOD DEVELOPMENT PARTNERSHIP (NMECDP) - THE NMECDP WAS CREATED TO DEVELOP NEW AND EXPANDED PUBLIC FINANCING STRATEGIES FOR EARLY CHILDHOOD DEVELOPMENT IN OUR COMMUNITY.ALEXIS DE TOCQUEVILLE SOCIETY - THE UNITED WAY TOCQUEVILLE SOCIETY WAS FORMED IN MARCH OF 1984 TO DEEPEN INDIVIDUAL UNDERSTANDING OF, COMMITMENT TO, AND SUPPORT OF UNITED WAYS WORK: ADVANCING THE COMMON GOOD BY CREATING OPPORTUNITIES FOR A BETTER LIFE FOR ALL. THE TOCQUEVILLE SOCIETY RECOGNIZES LOCAL PHILANTHROPIC LEADERS AND VOLUNTEER CHAMPIONS AROUND THE WORLD WHO HAVE DEVOTED TIME, TALENT, AND FUNDS TO CREATE LONG-LASTING CHANGES BY TACKLING OUR COMMUNITIES MOST SERIOUS ISSUES. 564199 120930 32970 2241707 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 23 0 1 63 1 0 0 0 0 0 0 0 0 0 0 X 18 16 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NM X X KATHERINE FREEMAN 5059822002 440 CERRILLOS ROAD SANTA FE NM 87501 MAGGIE ANDERSSON 2.00 X 0 0 0 ALAN AUSTIN 2.00 X X 0 0 0 BOB BEST 2.00 X 0 0 0 MATT CALAVAN 2.00 X 0 0 0 SUZY ESKRIDGE 2.00 X 0 0 0 DENNIS HERNANDEZ 2.00 X 0 0 0 CARL LUFF 2.00 X 0 0 0 SHIRLEY LUJAN 2.00 X 0 0 0 DENNIS HERNANDEZ 2.00 X 0 0 0 JERRY KINKADE 2.00 X 15040 0 0 WILLIAM MOFFETT 2.00 X X 0 0 0 JAMES MEDINA 2.00 X 0 0 0 MARTE MURPHY 24.00 X X 0 0 0 DEBRA NORMANN 2.00 X 0 0 0 VALERIE PLAME-WILSON 2.00 X 0 0 0 STACY QUINN 2.00 X 0 0 0 RITA RIOS BACA 2.00 X 0 0 0 ALEX VALDEZ 2.00 X 0 0 0 BARBARA DAMRON 2.00 X 0 0 0 KATHERINE FREEMAN 2.00 X X 146084 0 8961 EVA RAMBO 2.00 X 60506 0 5768 ERIN TAYLOR 2.00 X 32971 0 4651 254601 0 19380 1 0 1 0 COOP CONSULTING PO BOX 22822 SANTA FE NM 87502 PROGRAM EVALUATION SERVICES 162075 1 987414 1100410 632517 600 2720341 AFTERSCHOOL PROGRAM 624410 17972 17972 17972 13226 13226 267724 277696 -9972 -9972 -9972 FISCAL AGENT FEE 541900 759 759 759 2742326 17972 0 4013 120930 120930 213072 137608 57143 18321 1292790 1124515 53259 115016 14632 12703 606 1323 85455 75177 2603 7675 120899 101631 8553 10715 1381 1161 98 122 21603 21603 1711 1711 349865 347582 275 2008 47234 29247 2208 15779 68662 55294 4499 8869 25612 21503 1668 2441 105702 80049 19987 5666 25879 24733 297 849 11134 11134 9240 9240 18821 5651 13170 20602 17319 1457 1826 TRANSPORTATION 37648 35651 1204 793 EQUIPMENT 28437 26550 838 1049 SPECIAL EVENTS EXPENSES 6633 6633 TRAINING 5937 5866 71 5182 770 2350 2062 2639061 2241707 193529 203825 756818 718215 425569 411149 45313 37647 125584 82257 398704 43327 169743 210315 2683 212141 1798830 1632794 149020 105930 365507 284315 203852 200737 77737 83896 796116 674878 X 152457 52897 328146 382908 522111 522111 1002714 957916 1798830 1632794 X 103265 -148063 X 0 1 1 X 1 1 X 1416347 2109337 2805160 3042078 2687371 12060293 1416347 2109337 2805160 3042078 2687371 12060293 1387790 10672503 11749 3955 9770 7426 13226 46126 78689 19648 17773 26724 759 143593 12250012 50942 0.87120 0.88020 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: 2007 2008 2009 2010 2011 FUNDRAISING INCOME 78,566 18,599 17,256 25,588 MISCELLANEOUS 123 FISCAL AGENT FEE 1,049 517 1,136 759 TOTAL OTHER INCOME 78,689 19,468 17,773 26,724 759 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50 1661 1711 2637350 2639061 281953 70488 0 0 219592 288834 290229 281953 1080608 1620912 22 12192 1661 13875 54898 72209 72557 70488 270152 405228 22 50 50 122 518253 -23420 494833 527938 -3858 5827 518253 527938 5474 5474 527938 329938 198000 2898 2898 527938 1.00000 1 0 125584 82257 43327 43327 CHARITABLE REMAINDER TRUST RECEIVABLE 1746 ASSET HELD FOR SALE 210395 212141 OTHER LIABILITIES 74043 FUNDS HELD FOR OTHER ORGANIZATIONS 9853 83896 2742326 2639061 103265 -148063 -148063 -44798 2541147 -148063 74447 -73616 2614763 127563 127563 2742326 2585945 74447 74447 2511498 127563 127563 2639061 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATION'S ENDOWMENT FUNDS IS TO HOLD IN PERPETUITY USING THE INCOME FOR OPERATIONAL PURPOSES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX 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 FILES FORM 990 IN THE U.S FEDERAL JURISDICTION AND THE STATE OF NEW MEXICO. THE ORGANIZATION IS GENERALLY NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVEUE SERVICE FOR YEARS BEFORE 2010. PART XII, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS RAISED ON BEHALF OF OTHERS 120,930. EDUCATION SUMMIT EXPENSE RECLASSIFICATION 6,633. PART XIII, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS PAID ON BEHALF OF OTHERS 120,930. EDUCATION SUMMIT EXPENSE RECLASSIFICATION 6,633. PART V: THE PRIOR YEAR BALANCE OF ENDOWMENT FUNDS HAS BEEN REDUCED TO ACCURATELY REFLECT THE APPROPRIATION OF ENDOWMENT ASSETS FOR EXPENDITURE AND OTHER. 1 CALVARY METRO SANTA FE 1295 CLARK ROAD SANTA FE NM 87507 850305870 501(C)(3) 5370 GENERAL SUPPORT FOOD DEPOT 1222 SILER ROAD SANTA FE NM 87507 850416803 501(C)(3) 10066 GENERAL SUPPORT LAS CUMBRES LEARNING SERVICES OF NEW MEXICO 805 EARLY STREET SANTA FE NM 87505 237144268 501(C)(3) 10000 GENERAL SUPPORT ST ELIZABETH SHELTER 804 ALARID STREET SANTA FE NM 87505 850347650 501(C)(3) 7555 GENERAL SUPPORT KOL BERAMAH TORAH LEARNING COOP 551 W CORDOVA RD 336 SANTA FE NM 87505 261542161 501(C)(3) 9846 GENERAL SUPPORT 5 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION NO LONGER MAKES GRANTS TO ORGANIZATIONS, BUT DISTRIBUTES FUNDS BASED UPON THE DONOR'S DESIGNATION. UNITED WAY OF SANTA FE COUNTY ONLY DISTRIBUTES FUNDS TO 501(C)(3) ORGANIZATIONS THAT ANNUALLY CERTIFY THEY STILL RETAIN THEIR EXEMPT STATUS. X X X 0 0 0 0 0 0 0 0 0 KATHERINE FREEMAN 146084 0 0 0 0 0 0 0 8961 0 155045 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE BOARD OF DIRECTORS MAY DESIGNATE INDIVIDUALS OR ORGANIZATIONS AS NOMINAL 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 BE NOT VESTED WITH ANY POWERS OF GOVERNANCE OR VOTING. FORM 990, PART VI, SECTION B, LINE 11 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, 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 18 UNITED WAY OF SANTA FE COUNTY'S FORM 1023 AND 990 ARE AVAILABLE UPON REQUEST. THE FORM 990 IS ALSO AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE FILED WITH THE NEW MEXICO ATTORNEY GENERAL'S OFFICE. INTERESTED PARTIES MAY REQUEST COPIES OF THESE DOCUMENTS FROM THE ORGANIZATION'S OFFICE. AUDITED FINANCIAL STATEMENTS ARE ALSO POSTED ON THE ORGANIZATION'S WEBSITE. THE ORGANIZATION'S CONFLICT OF INTEREST POLICY MAY BE OBTAINED BY REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -148,063.