2011-04-08T18:15:23-05:00 2010-06-30 Moss Adams LLP 6100 Uptown Blvd NE Ste 400 Albuquerque NM 87110 990 2009-07-01 850163601 UNITED WAY OF SANTA FE COUNTY UNIT 5059822002 440 CERRILLOS RD SUITE A SANTA FE NM 87501 KATHERINE FREEMAN 5059822002 2011-03-30 1 Marla Castner 5058787200 2009 2016-02-24 21:20:13Z KATHERINE FREEMAN 440 CERRILLOS RD SUITE A SANTA FE NM 87501 2917137 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 BY ACTING AS A CHANGE AGENT. 21 20 57 30 0 0 2109337 2805160 0 3877 11295 7640 6917 2120854 2823372 90046 104383 0 1132194 1811027 0 268343 554798 861278 1777038 2776688 343816 46684 1473830 1221196 778442 475175 695388 746021 THE MISSION OF THE UNITED WAY OF SANTA FE COUNTY IS TO CREATE LASTING CHANGE IN CHRONIC COMMUNITY CONDITIONS BY ACTING AS A CHANGE AGENT. THE SANTA FE CHILDREN'S PROJECT IS OUR VEHICHLE FOR ACHIEVING THAT MISSION AND AS SUCH REPRESENTS OUR OVERALL STRATEGY. 1 0 517950 PreK - The PreK program is the primary vehicle through which we accomplish our goal of kindergarten readiness. We currently have five PreK classes, three at the Agua Fria Elementary School serving 48 four-year-olds, two at Kaune Elementary serving 32, and two at Cesar Chavez serving 32. Our high-quality PreK offers intensive family support. By invitation by the Santa Fe Public Schools, the SFCP PreK footprint continues to grow. 537788 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. 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. 798448 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 is currently being pioneered and developed at Kaune Elementary. 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. 393490 104383 Economic Development - This portion of the SFCP focuses primarily on building strength in families through support for the parents and the community - rather than explicitly for the children. Elements being developed are focused on home ownership as a path to asset building, and basic financial literacy training for families.Civic Engagement - Civic Engagement is bringing people, all segments of the community, into public life around our kids. United Way of Santa Fe County is advocating about the economic impact of investing in Early Education and Intervention. We encourage engagement in our children's success starting at a grassroots level with young parents becoming active in what happens to their children.New Mexico Early Childhood Development Partnership (NMECDP) 393490 104383 2247676 1 1 0 1 0 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 1 0 0 0 0 0 0 0 0 1 15 0 1 57 1 0 0 0 0 0 1 1 0 0 0 21 20 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 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 0 0 0 Suzy Eskridge 2.00 X 0 0 0 Angela Evans 2.00 X 0 0 0 Dennis Hernandez 2.00 X 0 0 0 Jerry Kinkade 2.00 X 0 0 0 Jason Luckey 2.00 X 0 0 0 Carl Luff 2.00 X X 0 0 0 James Medina 2.00 X 0 0 0 William Moffett 2.00 X X 0 0 0 Marte Murphy 40.00 X 0 0 0 Lucy Peterson 2.00 X X 0 0 0 Stacy Quinn 2.00 X 0 0 0 Ron Sanchez 2.00 X 0 0 0 Alex Valdez 2.00 X 0 0 0 Terry Williams-Keffer 2.00 X 0 0 0 Katherine Freeman 40.00 X 145000 0 10590 Eva Rambo 40.00 X 64965 0 6727 209965 0 17317 1 0 1 0 COOP CONSULTING PO BOX 22822 SANTA FE NM 87502 PROGRAM EVALUATION SERVICES 169400 1 1442286 11167 1311945 39762 39762 2805160 9770 9770 84434 82909 1525 1525 1525 17256 11167 10856 6400 6400 FISCAL AGENT FEE 541900 517 517 517 2823372 0 0 18212 104383 104383 227282 181320 23465 22497 1336131 1065935 137944 132252 8739 6972 902 865 115204 91907 11894 11403 123671 98662 12768 12241 14805 11489 3161 155 14420 14420 367413 349071 371 17971 71299 43493 2852 24954 87075 74049 3153 9873 25821 20991 2466 2364 109903 74258 30484 5161 40547 33018 257 7272 8307 8307 17124 8239 8438 447 18702 14920 1931 1851 Transportation 42588 36469 232 5887 OTHER 18199 11976 3425 2798 EQUIPMENT 15174 12691 1268 1215 TRAINING 7502 6231 1189 82 DUES AND SUBSCRIPTIONS 2399 1602 49 748 2776688 2247676 260669 268343 480360 314958 276638 251521 26393 39098 479402 73927 408175 405475 277550 205576 4714 4568 1473830 1221196 113770 111910 371602 67445 208674 206802 84396 89018 778442 475175 X 91832 40183 75618 177900 527938 527938 695388 746021 1473830 1221196 X 0 1 1 X 1 1 X 1425300 2030301 1416347 2109337 2805160 9786445 1425300 2030301 1416347 2109337 2805160 9786445 354235 9432210 37007 10722 11749 3955 9770 73203 69568 102979 78689 19648 17773 288657 10148305 0.92940 0.97780 X Schedule A, Part IV, Supplemental Information: 2005 2006 2007 2008 2009 Fundraising Income 55,167 96,808 78,566 18,599 17,256 Miscellaneous 14,401 6,171 123 Fiscal Agent Fee 1,049 517 Total Other Income 69,568 102,979 78,689 19,468 17,773 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22 0 22 2776666 2776688 288834 72209 0 0 228462 187964 219592 288834 924852 1387278 22 22 57116 46991 54898 72209 231214 346821 22 22 527938 5474 5474 527938 329938 198000 2898 2898 527938 1.00000 1 0 194309 194309 179361 17871 161490 44320 12530 31790 61412 43526 17886 405475 OTHER LIABILITIES 78098 FUNDS HELD FOR OTHER ORGANIZATIONS 10920 89018 2823372 2776688 46684 3949 3949 50633 2752938 3949 30000 33949 2718989 104383 104383 2823372 2702305 30000 30000 2672305 104383 104383 2776688 Part V, Line 4: Description of Intended Use of Endowment Funds: THE INTENDED USE OF THE ORGANIZATIONS ENDOWMENT FUNDS IS TO HOLD IN PERPETUITY USING THE INCOME FOR OPERATIONAL PURPOSES. Part X: Description of Uncertain Tax Positions Under FIN 48: 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 ADOPTED THE PROVISIONS OF ASC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ON JULY 1, 2009. THE ORGANIZATION HAD NO UNRECOGNIZED TAX BENEFITS WHICH WOULD REQUIRE AN ADJUSTMENT TO THE JULY 1, 2009 BEGINNING BALANCE OF NET ASSETS. THE ORGANIZATION HAD NO UNRECOGNIZED TAX BENEFITS AT JULY 1, 2009 AND AS OF JUNE 30, 2010. Part XII, Line 4b - Other Adjustments: AMOUNTS RAISED ON BEHALF OF OTHERS: 104383. Part XIII, Line 4b - Other Adjustments: AMOUNTS PAID ON BEHALF OF OTHERS: 104383. PANCAKES ON THE PLAZA 28423 11167 17256 10856 28423 11167 17256 10856 10856 6400 1 SANTA FE COMMUNITY FOUNDATION PO BOX 1827 SANTA FE NM 87504 850303044 501(c)(3) 5100 GENERAL SUPPORT KOL BERAMAH TORAH LEARNING COOP 551 W CORDOVA SUITE F SANTA FE NM 87504 261542161 501(c)(3) 8671 GENERAL SUPPORT NATIONAL DANCE INSTITUTE 1140 ALTO STREET SANTA FE NM 87501 850431846 501(c)(3) 5000 GENERAL SUPPORT SANTA FE CHAMBER MUSIC FESTIVAL ENDOWMENT FOUNDATION PO BOX 2227 SANTA FE NM 87504 850395451 501(c)(3) 7000 GENERAL SUPPORT 1 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 10590 0 155590 0 0 0 X 4 39762 FAIR MARKET VALUE 0 0 1 0 Form 990, Part III, line 2 New Program Services UNITED WAY OF SANTA FE COUNTY ACTED AS A FISCAL AGENT FOR THE NEW MEXICO EARLY CHILDHOOD DEVELOPMENT PARTNERSHIP (NMECDP), A PUBLIC/PRIVATE PARTNERSHIP INTENDED TO DEVELOP NEW AND EXPANDED PUBLIC FINANCING STRATEGIES FOR EARLY CHILDHOOD DEVELOPMENT IN NEW MEXICO. 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 AND AT THE ORGANIZATIONS WEBSITE AT WWW.UWSFC.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.