2012-03-22T18:55:42-05:00 2011-06-30 MOSS ADAMS LLP 6100 UPTOWN BLVD NE STE 400 ALBUQUERQUE NM 87110 990 2010-07-01 850163601 UNITED WAY OF SANTA FE COUNTY UNIT 5059822002 440 CERRILLOS RD SUITE A SANTA FE NM 87501 KATHERINE FREEMAN 5059822002 2012-03-20 1 PAMELA ALEXANDERSON 5058787200 2010 2016-02-24 21:20:13Z KATHERINE FREEMAN 440 CERRILLOS RD SUITE A SANTA FE NM 87501 3283774 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. 19 18 61 74 0 0 2805160 3042078 0 0 11295 6975 6917 16537 2823372 3065590 104383 96311 0 0 1811027 1795565 0 0 277336 861278 912712 2776688 2804588 46684 261002 1221196 1798830 475175 796116 746021 1002714 X THE MISSION OF THE UNITED WAY OF SANTA FE COUNTY IS TO CREATE LASTING CHANGE IN CHRONIC COMMUNITY CONDITIONS. 0 0 609045 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. 678731 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. 424427 OUT-OF-SCHOOL TIME - THE PRIMARY INTERVENTION FOR ELEMENTARY SCHOOL CHILDREN AGES 5-12 YEARS IS A ROBUST COMMUNITY SCHOOL MODEL PROVIDING SUPPORT AND ENRICHMENT DURING THE HOURS THAT THE SCHOOL IS NOT TYPICALLY OPERATING. THE COMMUNITY SCHOOL MODEL THAT UWSFC IS INVOLVED IN IS CURRENTLY AT ASPEN COMMUNITY MAGNET SCHOOL. WE ARE WORKING WITH A NUMBER OF COMMUNITY ORGANIZATIONS TO DEVELOP A DYNAMIC AFTERSCHOOL PROGRAM THAT SUPPORTS AND COMPLEMENTS THE FORMAL IN-SCHOOL-DAY CURRICULUM. 597521 96311 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.PASS-THROUGH DESIGNATIONS TO OTHER ORGANIZATIONS 597521 96311 2309724 1 1 0 1 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 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 61 1 0 0 0 0 0 0 0 0 0 0 X 19 18 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NM X KATHERINE FREEMAN 5059822002 440 CERRILLOS ROAD SANTA FE NM 87501 MAGGIE ANDERSSON 2.00 X 0 0 0 ALAN AUSTIN 2.00 X 0 0 0 BOB BEST 2.00 X 0 0 0 TANA BIDWELL 2.00 X 0 0 0 MATT CALAVAN 2.00 X 0 0 0 BARBARA DAMRON 2.00 X X 0 0 0 SUZY ESKRIDGE 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 7200 0 0 WILLIAM MOFFETT 2.00 X X 0 0 0 CARL LUFF 2.00 X X 0 0 0 JAMES MEDINA 2.00 X 0 0 0 MARTE MURPHY 24.00 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 KATHERINE FREEMAN 40.00 X X 145000 0 10677 EVA RAMBO 40.00 X 65938 0 6414 218138 0 17091 1 0 1 0 COOP CONSULTING PO BOX 22822 SANTA FE NM 87502 PROGRAM EVALUATION SERVICES 161400 1 1667680 1356509 17889 17889 3042078 7426 7426 207546 207997 -451 -451 -451 25588 10187 15401 15401 FISCAL AGENT FEE 541900 1136 1136 1136 3065590 0 0 23512 96311 96311 228146 143732 66162 18252 1343104 1139168 59909 144027 109084 92507 4901 11676 115231 94320 8982 11929 4557 3730 355 472 21175 21175 12192 12192 394367 389495 533 4339 57972 31885 6377 19710 70783 54006 2681 14096 32212 26935 2266 3011 104069 77653 20462 5954 39791 35870 954 2967 12566 12566 9420 9420 18168 5428 12740 19344 15833 1508 2003 TRANSPORTATION 39393 36461 2520 412 OTHER 37640 9605 2483 25552 EQUIPMENT 26917 24208 1164 1545 TRAINING 8684 5821 1475 1388 DUES AND SUBSCRIPTIONS 2212 748 881 583 1250 1250 2804588 2309724 217528 277336 314958 756818 251521 425569 39098 45313 490801 92097 405475 398704 205576 169743 4568 2683 1221196 1798830 111910 149020 67445 365507 206802 203852 89018 77737 475175 796116 X 40183 152457 177900 328146 527938 522111 746021 1002714 1221196 1798830 X 261002 -4309 X 0 1 1 X 1 1 X 2030301 1416347 2109337 2805160 3042078 11403223 2030301 1416347 2109337 2805160 3042078 11403223 1111681 10291542 10722 11749 3955 9770 7426 43622 102979 78689 19648 17773 26724 245813 11692658 0.88020 0.92940 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: 2006 2007 2008 2009 2010 FUNDRAISING INCOME 96,808 78,566 18,599 17,256 25,588 MISCELLANEOUS 6,171 123 FISCAL AGENT FEE 1,049 517 1,136 TOTAL OTHER INCOME 102,979 78,689 19,468 17,773 26,724 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 50 12142 12192 2792396 2804588 290229 72557 0 0 187964 219592 288834 290229 986619 1479929 22 12192 12214 46991 54898 72209 72557 246655 369983 22 50 72 527938 -3858 1969 522111 527938 5474 5474 527938 329938 198000 2898 2898 527938 1.00000 1 0 194309 194309 179361 22356 157005 44320 18029 26291 72811 51712 21099 398704 OTHER LIABILITIES 63700 FUNDS HELD FOR OTHER ORGANIZATIONS 14037 77737 3065590 2804588 261002 -4309 -4309 256693 3029581 -4309 64611 60302 2969279 96311 96311 3065590 2772888 64611 64611 2708277 96311 96311 2804588 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE INTENDED USE OF THE ORGANIZATIONS 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. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. THE ORGANIZATION HAD NO UNRECOGNIZED TAX BENEFITS AT JULY 1, 2009 AND AS OF JUNE 30, 2011. PART XII, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS RAISED ON BEHALF OF OTHERS 96,311. PART XIII, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS PAID ON BEHALF OF OTHERS 96,311. PANCAKES ON THE PLAZA 25588 25588 10187 25588 25588 10187 10187 15401 1 FOOD DEPOT 1222 SILER RD SANTA FE NM 87507 850416803 501(C)(3) 9444 GENERAL SUPPORT KOL BERAMAH TORAH LEARNING COOP 551 W CORDOVA SUITE F SANTA FE NM 87505 261542161 501(C)(3) 11628 GENERAL SUPPORT ST ELIZABETH'S SHELTER 804 ALARID ST SANTA FE NM 87505 850347650 501(C)(3) 8228 GENERAL SUPPORT GENERAL SUPPORT 3 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 145000 0 0 0 0 0 0 0 10677 0 155677 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 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 THROUGH GUIDESTAR AT WWW.GUIDESTAR.ORG. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS 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 ORGANIZATIONS OFFICE. 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: -4,309.