2023-12-13T10:29:28-05:00 2023-06-30 850219147 PULAKOS CPAS PC 5921 JEFFERSON ST NE ALBUQUERQUE NM 87109 990 2022-07-01 850277138 UNITED WAY OF NORTH CENTRAL NEW MEXICO UNIT 5052473671 2340 ALAMO AVE SE 2ND FLOOR ALBUQUERQUE NM 87106 RAUL ANAYA CPA SECRETARY/ TREASURER 5052473671 2023-12-04 true RAUL ANAYA 999009999 false ROBERT A DEPASQUALE CPA P00446108 5053381500 2023-12-04 2022 2023-04-26 12:10:37Z RODNEY PRUNTY 2340 ALAMO AVE SE 2ND FLOOR ALBUQUERQUE NM 87106 14726403 false X WWW.UWCNM.ORG X 1979 NM UNITED WAY OF NORTH CENTRAL NEW MEXICO'S VISION IS TO CREATE EQUITABLE COMMUNITIES THAT PROVIDE EVERY INDIVIDUAL AND FAMILY IN OUR FIVE-COUNTY, 11,000 SQUARE MILE SERVICE AREA WITH THE SUPPORT THEY NEED TO DETERMINE THEIR OWN WELL-BEING AND SUCCESS. UNITED WAY SOLICITS AND RECEIVES DONATIONS FOR DISTRIBUTION TO UNITED WAY PROGRAMS AND OTHER DONOR-CHOSEN AGENCIES. DISTRIBUTIONS ARE MADE BASED UPON A DONOR'S DESIGNATION OF MONIES TO SPECIFIC AGENCIES, OR BY ALLOCATION BY THE BOARD OF DIRECTORS TO UNITED WAY AND OTHER PARTICIPATING AGENCIES. UWNCNM'S MISSION IS TO CONNECT PEOPLE TO OPPORTUNITIES AND SERVICES TO EQUITABLY IMPROVE LIVES AND STRENGTHEN COMMUNITIES. THAT IS DONE THROUGH DIRECT SERVICE PROGRAMS, COMMUNITY INVESTMENT (GRANT MAKING), COMMUNITY OUTREACH (CONVENING AND COLLABORATING) AND LEADING THE COMMUNITY IN ITS EFFORTS TO IMPROVE COLLEGE/CAREER READINESS FOR STUDENTS TO SUCCEED IN FINDING A MEANINGFUL PATH TO HIGHER EDUCATION AND/OR THE WORKFORCE. 34 33 74 543 0 18391432 14360686 89287 66119 103833 289998 44501 -38522 18629053 14678281 13113162 11893750 0 3638744 3853226 0 2015282 1977430 2138683 18729336 17885659 -100283 -3207378 25758904 23592519 3592111 4583201 22166793 19009318 X UNITED WAY OF NORTH CENTRAL NEW MEXICO'S VISION IS TO CREATE EQUITABLE COMMUNITIES THAT PROVIDE EVERY INDIVIDUAL AND FAMILY IN OUR FIVE-COUNTY, 11,000 SQUARE MILE SERVICE AREA WITH THE SUPPORT THEY NEED TO DETERMINE THEIR OWN WELL-BEING AND SUCCESS. UNITED WAY SOLICITS AND RECEIVES DONATIONS FOR DISTRIBUTION TO UNITED WAY PROGRAMS AND OTHER DONOR-CHOSEN AGENCIES. DISTRIBUTIONS ARE MADE BASED UPON A DONOR'S DESIGNATION OF MONIES TO SPECIFIC AGENCIES, OR BY ALLOCATION BY THE BOARD OF DIRECTORS TO UNITED WAY AND OTHER PARTICIPATING AGENCIES. UWNCNM'S MISSION IS TO CONNECT PEOPLE TO OPPORTUNITIES AND SERVICES TO EQUITABLY IMPROVE LIVES AND STRENGTHEN COMMUNITIES. THAT IS DONE THROUGH DIRECT SERVICE PROGRAMS, COMMUNITY INVESTMENT (GRANT MAKING), COMMUNITY OUTREACH (CONVENING AND COLLABORATING) AND LEADING THE COMMUNITY IN ITS EFFORTS TO IMPROVE COLLEGE/CAREER READINESS FOR STUDENTS TO SUCCEED IN FINDING A MEANINGFUL PATH TO HIGHER EDUCATION AND/OR THE WORKFORCE. false false 15143554 11893750 66119 RISING TOGETHER THE COMMUNITY IMPACT TEAM WORKS ON PROJECTS THAT DELIVER COLLECTIVE IMPACT TO ITS SERVICE AREA. WE CALL THIS BODY OF WORK RISING TOGETHER AND IT FOCUSES ON THE FOLLOWING TOPICS: HEALTHY BEGINNINGS AND SCHOOL READINESS, K-12 LEARNING, COLLEGE/CAREER READINESS, ADULTS IN EDUCATION AND FAMILY RESILIENCE. K-12 LEARNING: ATTENDANCE AND ENGAGEMENT UWNCNM'S ATTENDANCE TEAM SUPPORT GROUP ON A SERIES OF ONLINE PRESENTATIONS FOR ATTENDANCE TEAMS STATEWIDE TO OFFER RESOURCES AS THEY IMPLEMENT THE ATTENDANCE FOR SUCCESS ACT WHILE ALSO DEALING WITH ISSUES RELATED TO IN- PERSON/HYBRID/REMOTE LEARNING. THE EMPHASIS WAS TO EMPOWER EDUCATORS WITH THE EVOLVING TECHNIQUES FOR IMPROVING ATTENDANCE DURING THE COVID-19 PANDEMIC. IN TOTAL, 41 DISTRICTS AND 139 SCHOOLS PARTICIPATED IN ELEVEN WEBINARS, WORKSHOPS AND A CONFERENCE. SURVEY RESULTS INDICATED THAT AT LEAST 70% OF PARTICIPANTS LEARNED A TECHNIQUE TO IMMEDIATELY USE IN THEIR WORK. AN AVERAGE OF 93% OF ALL PARTICIPANTS REPORTED GAINING A BETTER UNDERSTANDING AS A RESULT OF ATTENDING THE PRESENTATIONS WITH THE HIGHEST LEARNING REPORTED ON THE TOPICS OF PRIORITIZING STUDENTS AND SUPPORTING IN-PERSON AND REMOTE LEARNING. YOUTH INTERNSHIPS UWNCNM HOSTED A 10-WEEK PAID INTERNSHIP WHERE 12 HIGH SCHOOL STUDENTS LEARNED ABOUT CAREERS IN THE NONPROFIT SECTOR. A PRIORITY WAS PLACED ON INTERNS DEVELOPING AUTONOMY, CONFIDENCE AND LEADERSHIP. INTERNS ALSO DEVELOPED RELATIONSHIP BUILDING, PROBLEM SOLVING AND COMMUNICATION SKILLS WHILE WORKING BOTH INDEPENDENTLY AND WITH TEAMS. COLLEGE/CAREER READINESS: VALENCIA COUNTY PARTNERSHIP FOR A WORK READY COMMUNITY SINCE 2017, UWNCNM'S VALENCIA COUNTY PARTNERSHIP FOR A WORK READY COMMUNITY HAS BEEN BUILDING A SHARED UNDERSTANDING OF EMPLOYERS' NEEDS SO STUDENTS CAN BE BETTER PREPARED FOR ALL POSSIBLE OPPORTUNITIES AFTER HIGH SCHOOL. THE PARTNERSHIP HAS WORKED WITH NEARLY 6,000 STUDENTS, 153 TEACHERS AND 93 BUSINESSES. PROJECTS INCLUDE RESUME WRITING WORKSHOPS, MOCK INTERVIEWS, EMPLOYER PRESENTATIONS, STUDENT VIDEOS OF CAREER EXPLORATIONS AND HIRING FAIRS AT LOS LUNAS, VALENCIA AND CENTURY HIGH SCHOOLS. IN THE ANNUAL SUMMER TEACHER ACADEMY, EMPLOYERS PRESENT TO TEACHERS ON THE SKILLS THEY LOOK FOR WHEN HIRING. PARTICIPANTS COME FROM BELEN, LOS LUNAS, SCHOOL OF DREAMS AND MORIARTY EDGEWOOD SCHOOLS. CONSISTENTLY, NEARLY 90% OF STUDENTS SAY THEY HAVE A BETTER UNDERSTANDING OF THE SKILLS NEEDED IN THE WORKPLACE AND 99% OF TEACHERS REPORT A BETTER UNDERSTANDING OF WHAT EMPLOYERS ARE LOOKING FOR. ADULTS IN EDUCATION ALMOST 300,000 ADULTS IN CENTRAL NEW MEXICO DO NOT HAVE A COLLEGE DEGREE OR CERTIFICATE. RESEARCH SHOWS THAT, IN ADDITION TO EARNING MORE, PEOPLE WITH A HIGHER EDUCATION CREDENTIAL ARE MORE ECONOMICALLY RESILIENT AND BETTER ABLE TO SURVIVE ECONOMIC DOWNTURNS. CHILDREN OF PARENTS WITH POST-HIGH SCHOOL EDUCATION ARE MORE LIKELY TO COMPLETE HIGH SCHOOL AND ATTAIN A CREDENTIAL THEMSELVES. UWNCNM WORKS WITH SCHOOLS, COMMUNITY ORGANIZATIONS, EMPLOYERS AND GOVERNMENT TO ADDRESS BARRIERS AND CREATE A SYSTEM OF SUPPORT FOR ADULTS WHO WANT TO COMPLETE AN EDUCATIONAL CREDENTIAL BUT NEED HELP TO DO IT. FINISH LINE FUND WHEN HIGHER EDUCATION INSTITUTIONS PLACE A HOLD ON STUDENT ACCOUNTS DUE TO AN UNPAID BALANCE, IT CAN DERAIL A STUDENT'S COURSE OF STUDY. A SMALL AMOUNT DUE MAY PREVENT THEM FROM RE-REGISTERING FOR THEIR NEXT SEMESTER. IN PARTNERSHIP WITH CNM, UWNCNM ESTABLISHED THE FINISH LINE FUND TO CLEAR BURSAR HOLDS ON ACCOUNTS WITH BALANCES OF 500 OR LESS, ALLOWING STUDENTS TO CONTINUE TO ENROLL IN CLASSES AND COMPLETE THEIR COURSE OF STUDY. FUNDS ARE PRIORITIZED FOR STUDENTS WHO ARE AT 75% OF COMPLETION OF A DEGREE OR CREDENTIAL. IN 2022, 5,158 WAS AWARDED TO 18 STUDENTS. HIGHER EDUCATION ACCESS & SUCCESS ECHO THIS VIRTUAL NETWORK INVITES COUNSELORS, EDUCATIONAL NAVIGATORS, ADVISORS, CASE MANAGERS, NONPROFIT STAFF AND WORKFORCE DEVELOPMENT TRAINERS TO GAIN KNOWLEDGE AND CONNECTIONS TO BETTER SUPPORT YOUTH AND ADULTS ON THEIR HIGHER EDUCATION JOURNEYS. ECHO USES SHORT PRESENTATIONS ON CASE STUDIES RELATED TO INDIVIDUAL OR SYSTEMS ISSUES, AND PEER-TO-PEER SUGGESTIONS AND SHARING. AN AVERAGE OF 34 PARTICIPANTS REPRESENTING EIGHT HIGHER EDUCATION INSTITUTIONS, SIX CITY/STATE AGENCIES, TWENTY NONPROFITS, EIGHT SECONDARY SCHOOLS AND THREE BUSINESSES ATTENDED MONTHLY SESSIONS. EDUCATION-FRIENDLY WORKPLACE INITIATIVE THE EDUCATION-FRIENDLY WORKPLACE INITIATIVE ENCOURAGES LOCAL BUSINESSES TO EXPAND SUPPORT FOR EMPLOYEE EDUCATIONAL PURSUITS. THESE MAY INCLUDE UPSKILLING THROUGH TRAINING AND CERTIFICATIONS, DEGREE ATTAINMENT, PROFESSIONAL DEVELOPMENT AND LITERACY COURSES. FAMILY RESILIENCE WHEN CHILDREN ARE HOMELESS, THE STRESS, TRAUMA AND ACADEMIC DISRUPTIONS THEY EXPERIENCE LEAD TO PROBLEMS IN SCHOOL - PROBLEMS THAT CAN CONTINUE THROUGHOUT LIFE. WHEN FAMILIES HAVE STABLE HOUSING, THEY ARE BETTER ABLE TO ACHIEVE THEIR EDUCATIONAL GOALS, LEADING TO BETTER EMPLOYMENT AND HEALTH OUTCOMES. UWNCNM WORKS TO PREVENT FAMILY HOMELESSNESS AND SCHOOL INSTABILITY IN PARTNERSHIP WITH THE SIEMER FAMILY FOUNDATION, ABC COMMUNITY SCHOOL PARTNERSHIP AND EAST CENTRAL MINISTRIES THROUGH A PREVENTATIVE PROGRAM FOR FAMILIES WHO ARE ONE PAYCHECK OR EMERGENCY AWAY FROM BECOMING HOMELESS. PROGRAM PARTICIPANTS ENHANCE VALUABLE SKILLS THAT CONTRIBUTE TO SELF- EFFICACY, SUCH AS FINANCIAL LITERACY AND RESOURCE ATTAINMENT. THIS LEADS FAMILIES TO EXPERIENCE STABILITY AND THRIVE, A KEY OUTCOME FOR RISING TOGETHER. COMMUNITY INVESTMENT FUND THE COMMUNITY INVESTMENT FUND PROVIDES GRANTS TO QUALIFYING HEALTH AND HUMAN SERVICES AGENCIES IN NORTH CENTRAL NEW MEXICO. THE COMMUNITY FUND ADVANCES THE COMMON GOOD AND WORKS TO CREATE A STRONGER COMMUNITY. WE PROVIDE GRANTS IN THREE AREAS: 1) IMPACT GRANTS THAT FOCUS ON EDUCATIONAL ATTAINMENT, FAMILY/HOUSING STABILITY AND SAFETY/WELL BEING; 2) BASIC NEEDS GRANTS SUPPORT EMERGENT NEEDS, SUCH AS FOOD AND EMERGENCY SHELTER; AND 3) CAPACITY BUILDING GRANTS IMPROVE A NONPROFIT'S ABILITY TO FULFILL ITS MISSION. COMMUNITY INVESTMENT FUND EXPENSES ARE PRESENTED UNDER THE IMPACT GRANTS, BASIC NEEDS GRANTS AND CAPACITY BUILDING GRANTS HEADINGS IN THE STATEMENTS OF ACTIVITIES. TAX HELP NEW MEXICO TAX HELP NEW MEXICO PROVIDES FREE TAX PREPARATION TO NEW MEXICO HOUSEHOLDS WITH AN ANNUAL HOUSEHOLD INCOME 60,000 OR LESS. 190 VOLUNTEERS COMPLETED OVER 8,400 RETURNS IN 2022, SAVING NEW MEXICO FILERS MORE THAN 3.6 MILLION IN TAX PREPARATION FEES. THIS PROGRAM WAS RESPONSIBLE FOR RETURNING OVER 16 MILLION IN TAX REFUNDS/REBATES TO NEW MEXICANS WHICH ALLOWS FAMILIES TO BUILD THEIR FINANCIAL STABILITY AND IMPACTS NEW MEXICO'S ECONOMY. TAX HELP NEW MEXICO EXPENSES ARE PRESENTED UNDER THE OTHER INITIATIVES HEADING IN THE STATEMENTS OF ACTIVITIES. 2-1-1 2-1-1 IS THE NATIONAL ABBREVIATED DIALING CODE FOR FREE ACCESS TO HEALTH AND HUMAN SERVICES INFORMATION AND REFERRAL. UNITED WAY OF NORTH CENTRAL NEW MEXICO'S 2-1-1 IS A COMPREHENSIVE SOURCE OF INFORMATION ABOUT HEALTH AND HUMAN SERVICES, GOVERNMENT AGENCIES AND COMMUNITY-BASED ORGANIZATIONS. UWCNM'S 2-1-1 SERVICE, WHICH INCLUDES OUR PHONE SERVICE AND WEBPAGE, RECEIVES MORE THAN 10,000 CONTACTS ANNUALLY. 2-1-1 (OR 505-245-1735) IS STAFFED BY LIVE AGENTS BETWEEN 8:30 A.M. AND 4:30 P.M. MT MONDAY THROUGH FRIDAY; AN AUTOMATED SYSTEM FIELDS CALLS AFTER HOURS AND ON WEEKENDS AND HOLIDAYS. CALLERS WHOSE NEEDS ARE NOT MET BY THE AUTOMATED SYSTEM CAN LEAVE VOICEMAIL MESSAGES WHICH ARE RESPONDED TO THE NEXT BUSINESS DAY. 2-1-1 EXPENSES ARE PRESENTED UNDER THE OTHER INITIATIVES HEADING IN THE STATEMENTS OF ACTIVITIES. 2-1-1/CONNECT UWNCNM'S 211 AND THE CONNECT NETWORK OF THE CITY OF SANTA FE AND SANTA FE COUNTY PARTNER TO STRENGTHEN THE CONNECTIONS BETWEEN THE COMMUNITY AND LOCAL RESOURCES. CONNECT IS A NETWORK OF NAVIGATORS AT CLINICS, COMMUNITY ORGANIZATIONS AND CITY AND COUNTY PROGRAMS THAT LINKS LOCAL CITIZENS WITH NONPROFITS TO ADDRESS SOCIAL NEEDS. IN SANTA FE, 211 PARTNERS WITH THE CONNECT PROGRAM TO SUPPORT CALLERS THROUGHOUT THE COUNTY TO FIND NEEDED RESOURCES. THE HELPLINE IS AVAILABLE IN ENGLISH AND SPANISH FROM 8:30 A.M. TO 4:30 P.M., MONDAY THROUGH FRIDAY. RIDE UNITED TRANSPORTATION TO MEDICAL APPOINTMENTS, JOB INTERVIEWS, OR OTHER NECESSARY APPOINTMENTS IS A CHALLENGE FOR MANY NEW MEXICANS. WHEN PEOPLE DON'T HAVE RELIABLE TRANSPORTATION TO ALLOW THEM TO TAKE CARE OF BASIC NEEDS, THE RESULTING COMPOUNDING PROBLEMS CAN TRAP FAMILIES IN THE CYCLE OF POVERTY. OPERATED THROUGH THE 2-1-1 PROGRAM, UW SPONSORS RIDE UNITED IN SANTA FE COUNTY TO PROVIDE COMPLIMENTARY LYFT RIDES FOR PEOPLE WHO HAVE NO OTHER OPTIONS FOR TRANSPORTATION TO CRITICAL APPOINTMENTS. FAMILY ADVOCACY CENTER ESTABLISHED IN 2007 TO CHANGE THE SYSTEM OF CARE FOR VICTIMS OF DOMESTIC AND INTERPERSONAL VIOLENCE, THE FAMILY ADVOCACY CENTER (FAC) IS A SERVICE FOR VICTIMS THAT OFFERS A SAFE, SECURE AND CARING ENVIRONMENT FOCUSED ON THE NEEDS OF VICTIMS OF INTERPERSONAL CRIME. THE FAC HOUSES MANY DIFFERENT AGENCIES WORKING TOGETHER UNDER ONE ROOF. THE UNIQUE DESIGN OF THE 15143554 true true false false false true false false false true true true false true true true true false false false false false false false true false false true false true false false false false false false false false false false false false false false false false false true 19 0 74 true false false false false false false false false false false false false false false false false false X 34 33 false false false false false false false true true false false true true true true true true true true false NM X X RODNEY PRUNTY 5052473671 2340 ALAMO AVE SE 2ND FLOOR ALBUQUERQUE NM 87106 RODNEY PRUNTY PRES. & CEO 45.00 X 243990 0 30197 JEANETTE BRAHL CMO 45.00 X 110624 0 17383 MELISSA DRACUP CCRO 45.00 X 99112 0 25938 VALERIE INGRAM CIO 45.00 X 39756 0 1024 SHIRLEY MITCHELL INTERIM CFO 45.00 X 14423 0 0 LORI WALDON BOARD CHAIR 1.00 X X 0 0 0 JAMES PEERY BOARD CHAIR 1.00 X X 0 0 0 RICHARD BERRY PUBLIC POLIC 1.00 X X 0 0 0 GABRIEL J CASTRO COMM. IMPACT 1.00 X X 0 0 0 RAUL ANAYA CPA SECRETARY/ T 1.00 X X 0 0 0 JANICE TORREZ CAMPAIGN CHA 1.00 X X 0 0 0 PAUL MOYA STRATEGIC DE 1.00 X X 0 0 0 ANDY STREBE RURAL COUNTI 1.00 X X 0 0 0 EMILY HOWARD MARKETING CH 1.00 X X 0 0 0 TERESA SALAZAR RISETOGETHER 1.00 X X 0 0 0 GABRIELLA BLAKEY DIRECTOR 1.00 X 0 0 0 DAVID A BUCHANAN DIRECTOR 1.00 X 0 0 0 JOHN CAREY DIRECTOR 1.00 X 0 0 0 H NOELLE CHAVEZ DIRECTOR 1.00 X 0 0 0 LINDA COOPER DIRECTOR 1.00 X 0 0 0 ELAINE DARNELL DIRECTOR 1.00 X 0 0 0 DR NIZHONI DENIPAH DIRECTOR 1.00 X 0 0 0 KELCY FLANAGAN DIRECTOR 1.00 X 0 0 0 KRISTEN GAMBOA DIRECTOR 1.00 X 0 0 0 ISAIAH GARCIA DIRECTOR 1.00 X 0 0 0 JULIAN GARZA DIRECTOR 1.00 X 0 0 0 TONY HERNANDEZ DIRECTOR 1.00 X 0 0 0 BARBARA J JONES DIRECTOR 1.00 X 0 0 0 MICHELLE KING DIRECTOR 1.00 X 0 0 0 KELLIE MIXON DIRECTOR 1.00 X 0 0 0 KAREN MOSES DIRECTOR 1.00 X 0 0 0 YASHODA NAIDOO DIRECTOR 1.00 X 0 0 0 RAQUEL REEDY DIRECTOR 1.00 X 0 0 0 JULIE ROWLEY DIRECTOR 1.00 X 0 0 0 GARNETT STOKES DIRECTOR 1.00 X 0 0 0 JOHN VALENTINE DIRECTOR 1.00 X 0 0 0 DEREK VALDO DIRECTOR 1.00 X 0 0 0 SUSAN J WILSON DIRECTOR 1.00 X 0 0 0 SHERMAN MCCORKLE MEMBER EMERI 1.00 X 0 0 0 507905 74542 2 false true false EXCEL STAFFING SERVICES 2100 OSUNA RD NE ALBUQUERQUE NM 87113 TEMP STAFFING 108882 1 31875 146463 14182348 14360686 AFFILIATED PROGRAMS & ACTIV. 900099 66119 66119 66119 289998 289998 9450 31875 48122 -38672 -38672 OTHER INCOME 150 150 150 14678281 66119 251476 11893750 11893750 813161 566612 88137 158412 2463158 846289 489559 1127310 119316 87567 8438 23311 245001 179807 17327 47867 212590 155909 15024 41657 10901 8000 771 2130 120608 88515 8529 23564 14990 11001 1060 2929 437955 321289 30960 85706 158336 87402 6030 64904 66192 53980 1180 11032 164134 124328 6709 33097 212818 111914 8101 92803 114101 84338 2718 27045 231499 124854 12970 93675 61978 13468 9009 39501 40569 20285 2028 18256 MISC. EXPENSES 142261 132279 1353 8629 TELEPHONE 91442 64814 2522 24106 CO BRANDED EXPENSES 68775 50474 4864 13437 VOLUNTEER/STAFF RECOG. 62325 31163 3116 28046 139799 85516 6418 47865 17885659 15143554 726823 2015282 1824845 2596751 8093093 5531638 271114 270501 1420083 1228970 163123 191113 12826525 10761154 2580204 4241362 25758904 23592519 307311 395238 3284800 4187963 3592111 4583201 X 10962807 10503457 11203986 8505861 22166793 19009318 25758904 23592519 X -3207378 49903 X X false true X true false X 15812220 17916209 30514150 18391432 14360686 96994697 15812220 17916209 30514150 18391432 14360686 96994697 1206627 95788070 34262 39976 45738 96509 289998 506483 2765 2310 44501 9600 59176 97560356 849070 0.98180 0.98550 X PART II, LINE 10 OTHER INCOME & FUNDRAISING INCOME 49,576 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 90 156296 true true 4420413 457280 283556 33261 5127988 4479065 152969 -171356 40265 4420413 3076982 491684 1020883 110484 4479065 3168879 60860 22975 175732 3076982 3110617 42089 44042 27869 3168879 1.00000 true false 395073 395073 733773 555366 178407 291237 278531 12706 191113 BANK OF AMERICA INVESTMENT 6447530 F INV. W/ ABQ COMMUNITY FOUNDATION 2919093 F MERILL LYNCH ENDOWMENT 1300833 F CERTIFICATES OF DEPOSIT 71793 F LONG-TERM INVESTMENTS 21905 F 10761154 PLANNED GIVING ASSETS 3118341 OPERATING LEASE ROU ASSET 1123021 4241362 DONOR OPTIONS PAYABLE 2443963 RIGHT OF USE OPERATING LEASE LIAB. 1142911 PLANNED GIVING PAYABLE 429175 NON-CAMPAIGN DONOR OPTION PAYABLE 171914 4187963 X 7898197 49903 702182 752085 7146112 14990 7517179 7532169 14678281 11055672 702182 702182 10353490 14990 7517179 7532169 17885659 SCHEDULE D, PAGE 2, PART V, LINE 4 UWCNM TRANSFERS CERTAIN ENDOWMENT GIFTS FROM DONORS TO THE ALBUQUERQUE COMMUNITY FOUNDATION (ACF). UNDER THE TERMS OF AN AGREEMENT BETWEEN UWCNM AND ACF, ACF HOLDS VARIANCE POWER OVER THESE ASSETS. ACF KEEPS SEPARATE RECORDS OF THE ACTIVITY AND PERFORMANCE OF EACH OF THESE ASSETS WITHIN UWCNM'S ENDOWMENT TOTAL. ANNUALLY, UWCNM REQUESTS DISTRIBUTIONS OF THESE ASSETS FROM ACF ACCORDING TO THE ENDOWMENT AGREEMENT BETWEEN UWCNM AND THE INITIAL DONOR OF THE ENDOWMENT. SCHEDULE D, PAGE 3, PART X UWNCNM IS A NONPROFIT ORGANIZATION AND IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS NOT CLASSIFIED BY THE INTERNAL REVENUE SERVICE AS A PRIVATE FOUNDATION. UWNCNM HAS ADOPTED ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, AS THEY RELATE TO UNCERTAIN TAX POSITIONS, AND HAS EVALUATED ITS TAX POSITIONS TAKEN FOR OPEN TAX YEARS. MANAGEMENT BELIEVES THAT ALL ACTIVITIES OF UWNCNM ARE WITHIN THEIR TAX EXEMPT PURPOSE AND THAT THERE ARE NO UNCERTAIN TAX POSITIONS. ANY INTEREST AND PENALTIES RECOGNIZED ASSOCIATED WITH A TAX POSITION ARE CLASSIFIED AS CURRENT IN UWNCNM'S FINANCIAL STATEMENTS. THERE WERE NO INTEREST OR PENALTIES RECORDED AS OF JUNE 30, 2023 AND 2022, RESPECTIVELY. SCHEDULE D, PAGE 4, PART XI, LINE 4B AMOUNTS RAISED ON BEHALF OF OTHERS 7,517,179 SCHEDULE D, PAGE 4, PART XII, LINE 4B AMOUNTS RAISED ON BEHALF OF OTHERS 7,517,179 CAMPAIGN CELEBR 41325 31875 9450 1786 11423 34913 41325 31875 9450 1786 11423 34913 48122 -38672 true SEE ATTACHED SCHEDULES 9823730 SEE ATTACHED LIST 328 1 SCHEDULE I, PAGE 1, PART I, LINE 2 UNITED WAY OF CENTRAL NEW MEXICO FUNDS GRANTS THROUGH THEIR COMMUNITY FUND PROGRAM BY MEANS OF PRIORITY FOCUS AREA GRANTS, IN WHICH QUALIFYING NONPROFIT ORGANIZATIONS APPLY FOR AND GO THROUGH AN ANNUAL COMPETITIVE PROCESS. PROGRAMS ARE EXAMINED FOR NEED, EFFICIENCY, EFFECTIVENESS, AND FINANCIAL ACCOUNTABILITY BY OVER 300 COMMUNITY VOLUNTEERS. UNDER THE DONOR OPTION PROGRAM, DONORS HAVE THE OPTION TO DESIGNATE CONTRIBUTIONS TO ANY ORGANIZATIONS WHICH ARE TAX-EXEMPT UNDER IRC SECTION 501(C)(3). UWCNM REMITS COLLECTED CONTRIBUTIONS ON A MONTHLY BASIS TO THE DESIGNATED ORGANIZATIONS. X X false false false false false false false false false RODNEY PRUNTY PRES. & CEO 223865 20125 22050 8147 274187 FORM 990 - ORGANIZATION'S MISSION UNITED WAY OF NORTH CENTRAL NEW MEXICO'S VISION IS TO CREATE EQUITABLE COMMUNITIES THAT PROVIDE EVERY INDIVIDUAL AND FAMILY IN OUR FIVE-COUNTY, 11,000 SQUARE MILE SERVICE AREA WITH THE SUPPORT THEY NEED TO DETERMINE THEIR OWN WELL-BEING AND SUCCESS. UNITED WAY SOLICITS AND RECEIVES DONATIONS FOR DISTRIBUTION TO UNITED WAY PROGRAMS AND OTHER DONOR-CHOSEN AGENCIES. DISTRIBUTIONS ARE MADE BASED UPON A DONOR'S DESIGNATION OF MONIES TO SPECIFIC AGENCIES, OR BY ALLOCATION BY THE BOARD OF DIRECTORS TO UNITED WAY AND OTHER PARTICIPATING AGENCIES. UWNCNM'S MISSION IS TO CONNECT PEOPLE TO OPPORTUNITIES AND SERVICES TO EQUITABLY IMPROVE LIVES AND STRENGTHEN COMMUNITIES. THAT IS DONE THROUGH DIRECT SERVICE PROGRAMS, COMMUNITY INVESTMENT (GRANT MAKING), COMMUNITY OUTREACH (CONVENING AND COLLABORATING) AND LEADING THE COMMUNITY IN ITS EFFORTS TO IMPROVE COLLEGE/CAREER READINESS FOR STUDENTS TO SUCCEED IN FINDING A MEANINGFUL PATH TO HIGHER EDUCATION AND/OR THE WORKFORCE. FORM 990, PAGE 2, PART III, LINE 4A RISING TOGETHER THE COMMUNITY IMPACT TEAM WORKS ON PROJECTS THAT DELIVER COLLECTIVE IMPACT TO ITS SERVICE AREA. WE CALL THIS BODY OF WORK RISING TOGETHER AND IT FOCUSES ON THE FOLLOWING TOPICS: HEALTHY BEGINNINGS AND SCHOOL READINESS, K-12 LEARNING, COLLEGE/CAREER READINESS, ADULTS IN EDUCATION AND FAMILY RESILIENCE. K-12 LEARNING: ATTENDANCE AND ENGAGEMENT UWNCNM'S ATTENDANCE TEAM SUPPORT GROUP ON A SERIES OF ONLINE PRESENTATIONS FOR ATTENDANCE TEAMS STATEWIDE TO OFFER RESOURCES AS THEY IMPLEMENT THE ATTENDANCE FOR SUCCESS ACT WHILE ALSO DEALING WITH ISSUES RELATED TO IN- PERSON/HYBRID/REMOTE LEARNING. THE EMPHASIS WAS TO EMPOWER EDUCATORS WITH THE EVOLVING TECHNIQUES FOR IMPROVING ATTENDANCE DURING THE COVID-19 PANDEMIC. IN TOTAL, 41 DISTRICTS AND 139 SCHOOLS PARTICIPATED IN ELEVEN WEBINARS, WORKSHOPS AND A CONFERENCE. SURVEY RESULTS INDICATED THAT AT LEAST 70% OF PARTICIPANTS LEARNED A TECHNIQUE TO IMMEDIATELY USE IN THEIR WORK. AN AVERAGE OF 93% OF ALL PARTICIPANTS REPORTED GAINING A BETTER UNDERSTANDING AS A RESULT OF ATTENDING THE PRESENTATIONS WITH THE HIGHEST LEARNING REPORTED ON THE TOPICS OF PRIORITIZING STUDENTS AND SUPPORTING IN-PERSON AND REMOTE LEARNING. YOUTH INTERNSHIPS UWNCNM HOSTED A 10-WEEK PAID INTERNSHIP WHERE 12 HIGH SCHOOL STUDENTS LEARNED ABOUT CAREERS IN THE NONPROFIT SECTOR. A PRIORITY WAS PLACED ON INTERNS DEVELOPING AUTONOMY, CONFIDENCE AND LEADERSHIP. INTERNS ALSO DEVELOPED RELATIONSHIP BUILDING, PROBLEM SOLVING AND COMMUNICATION SKILLS WHILE WORKING BOTH INDEPENDENTLY AND WITH TEAMS. COLLEGE/CAREER READINESS: VALENCIA COUNTY PARTNERSHIP FOR A WORK READY COMMUNITY SINCE 2017, UWNCNM'S VALENCIA COUNTY PARTNERSHIP FOR A WORK READY COMMUNITY HAS BEEN BUILDING A SHARED UNDERSTANDING OF EMPLOYERS' NEEDS SO STUDENTS CAN BE BETTER PREPARED FOR ALL POSSIBLE OPPORTUNITIES AFTER HIGH SCHOOL. THE PARTNERSHIP HAS WORKED WITH NEARLY 6,000 STUDENTS, 153 TEACHERS AND 93 BUSINESSES. PROJECTS INCLUDE RESUME WRITING WORKSHOPS, MOCK INTERVIEWS, EMPLOYER PRESENTATIONS, STUDENT VIDEOS OF CAREER EXPLORATIONS AND HIRING FAIRS AT LOS LUNAS, VALENCIA AND CENTURY HIGH SCHOOLS. IN THE ANNUAL SUMMER TEACHER ACADEMY, EMPLOYERS PRESENT TO TEACHERS ON THE SKILLS THEY LOOK FOR WHEN HIRING. PARTICIPANTS COME FROM BELEN, LOS LUNAS, SCHOOL OF DREAMS AND MORIARTY EDGEWOOD SCHOOLS. CONSISTENTLY, NEARLY 90% OF STUDENTS SAY THEY HAVE A BETTER UNDERSTANDING OF THE SKILLS NEEDED IN THE WORKPLACE AND 99% OF TEACHERS REPORT A BETTER UNDERSTANDING OF WHAT EMPLOYERS ARE LOOKING FOR. ADULTS IN EDUCATION ALMOST 300,000 ADULTS IN CENTRAL NEW MEXICO DO NOT HAVE A COLLEGE DEGREE OR CERTIFICATE. RESEARCH SHOWS THAT, IN ADDITION TO EARNING MORE, PEOPLE WITH A HIGHER EDUCATION CREDENTIAL ARE MORE ECONOMICALLY RESILIENT AND BETTER ABLE TO SURVIVE ECONOMIC DOWNTURNS. CHILDREN OF PARENTS WITH POST-HIGH SCHOOL EDUCATION ARE MORE LIKELY TO COMPLETE HIGH SCHOOL AND ATTAIN A CREDENTIAL THEMSELVES. UWNCNM WORKS WITH SCHOOLS, COMMUNITY ORGANIZATIONS, EMPLOYERS AND GOVERNMENT TO ADDRESS BARRIERS AND CREATE A SYSTEM OF SUPPORT FOR ADULTS WHO WANT TO COMPLETE AN EDUCATIONAL CREDENTIAL BUT NEED HELP TO DO IT. FINISH LINE FUND WHEN HIGHER EDUCATION INSTITUTIONS PLACE A HOLD ON STUDENT ACCOUNTS DUE TO AN UNPAID BALANCE, IT CAN DERAIL A STUDENT'S COURSE OF STUDY. A SMALL AMOUNT DUE MAY PREVENT THEM FROM RE-REGISTERING FOR THEIR NEXT SEMESTER. IN PARTNERSHIP WITH CNM, UWNCNM ESTABLISHED THE FINISH LINE FUND TO CLEAR BURSAR HOLDS ON ACCOUNTS WITH BALANCES OF 500 OR LESS, ALLOWING STUDENTS TO CONTINUE TO ENROLL IN CLASSES AND COMPLETE THEIR COURSE OF STUDY. FUNDS ARE PRIORITIZED FOR STUDENTS WHO ARE AT 75% OF COMPLETION OF A DEGREE OR CREDENTIAL. IN 2022, 5,158 WAS AWARDED TO 18 STUDENTS. HIGHER EDUCATION ACCESS & SUCCESS ECHO THIS VIRTUAL NETWORK INVITES COUNSELORS, EDUCATIONAL NAVIGATORS, ADVISORS, CASE MANAGERS, NONPROFIT STAFF AND WORKFORCE DEVELOPMENT TRAINERS TO GAIN KNOWLEDGE AND CONNECTIONS TO BETTER SUPPORT YOUTH AND ADULTS ON THEIR HIGHER EDUCATION JOURNEYS. ECHO USES SHORT PRESENTATIONS ON CASE STUDIES RELATED TO INDIVIDUAL OR SYSTEMS ISSUES, AND PEER-TO-PEER SUGGESTIONS AND SHARING. AN AVERAGE OF 34 PARTICIPANTS REPRESENTING EIGHT HIGHER EDUCATION INSTITUTIONS, SIX CITY/STATE AGENCIES, TWENTY NONPROFITS, EIGHT SECONDARY SCHOOLS AND THREE BUSINESSES ATTENDED MONTHLY SESSIONS. EDUCATION-FRIENDLY WORKPLACE INITIATIVE THE EDUCATION-FRIENDLY WORKPLACE INITIATIVE ENCOURAGES LOCAL BUSINESSES TO EXPAND SUPPORT FOR EMPLOYEE EDUCATIONAL PURSUITS. THESE MAY INCLUDE UPSKILLING THROUGH TRAINING AND CERTIFICATIONS, DEGREE ATTAINMENT, PROFESSIONAL DEVELOPMENT AND LITERACY COURSES. FAMILY RESILIENCE WHEN CHILDREN ARE HOMELESS, THE STRESS, TRAUMA AND ACADEMIC DISRUPTIONS THEY EXPERIENCE LEAD TO PROBLEMS IN SCHOOL - PROBLEMS THAT CAN CONTINUE THROUGHOUT LIFE. WHEN FAMILIES HAVE STABLE HOUSING, THEY ARE BETTER ABLE TO ACHIEVE THEIR EDUCATIONAL GOALS, LEADING TO BETTER EMPLOYMENT AND HEALTH OUTCOMES. UWNCNM WORKS TO PREVENT FAMILY HOMELESSNESS AND SCHOOL INSTABILITY IN PARTNERSHIP WITH THE SIEMER FAMILY FOUNDATION, ABC COMMUNITY SCHOOL PARTNERSHIP AND EAST CENTRAL MINISTRIES THROUGH A PREVENTATIVE PROGRAM FOR FAMILIES WHO ARE ONE PAYCHECK OR EMERGENCY AWAY FROM BECOMING HOMELESS. PROGRAM PARTICIPANTS ENHANCE VALUABLE SKILLS THAT CONTRIBUTE TO SELF- EFFICACY, SUCH AS FINANCIAL LITERACY AND RESOURCE ATTAINMENT. THIS LEADS FAMILIES TO EXPERIENCE STABILITY AND THRIVE, A KEY OUTCOME FOR RISING TOGETHER. COMMUNITY INVESTMENT FUND THE COMMUNITY INVESTMENT FUND PROVIDES GRANTS TO QUALIFYING HEALTH AND HUMAN SERVICES AGENCIES IN NORTH CENTRAL NEW MEXICO. THE COMMUNITY FUND ADVANCES THE COMMON GOOD AND WORKS TO CREATE A STRONGER COMMUNITY. WE PROVIDE GRANTS IN THREE AREAS: 1) IMPACT GRANTS THAT FOCUS ON EDUCATIONAL ATTAINMENT, FAMILY/HOUSING STABILITY AND SAFETY/WELL BEING; 2) BASIC NEEDS GRANTS SUPPORT EMERGENT NEEDS, SUCH AS FOOD AND EMERGENCY SHELTER; AND 3) CAPACITY BUILDING GRANTS IMPROVE A NONPROFIT'S ABILITY TO FULFILL ITS MISSION. COMMUNITY INVESTMENT FUND EXPENSES ARE PRESENTED UNDER THE IMPACT GRANTS, BASIC NEEDS GRANTS AND CAPACITY BUILDING GRANTS HEADINGS IN THE STATEMENTS OF ACTIVITIES. TAX HELP NEW MEXICO TAX HELP NEW MEXICO PROVIDES FREE TAX PREPARATION TO NEW MEXICO HOUSEHOLDS WITH AN ANNUAL HOUSEHOLD INCOME 60,000 OR LESS. 190 VOLUNTEERS COMPLETED OVER 8,400 RETURNS IN 2022, SAVING NEW MEXICO FILERS MORE THAN 3.6 MILLION IN TAX PREPARATION FEES. THIS PROGRAM WAS RESPONSIBLE FOR RETURNING OVER 16 MILLION IN TAX REFUNDS/REBATES TO NEW MEXICANS WHICH ALLOWS FAMILIES TO BUILD THEIR FINANCIAL STABILITY AND IMPACTS NEW MEXICO'S ECONOMY. TAX HELP NEW MEXICO EXPENSES ARE PRESENTED UNDER THE OTHER INITIATIVES HEADING IN THE STATEMENTS OF ACTIVITIES. 2-1-1 2-1-1 IS THE NATIONAL ABBREVIATED DIALING CODE FOR FREE ACCESS TO HEALTH AND HUMAN SERVICES INFORMATION AND REFERRAL. UNITED WAY OF NORTH CENTRAL NEW MEXICO'S 2-1-1 IS A COMPREHENSIVE SOURCE OF INFORMATION ABOUT HEALTH AND HUMAN SERVICES, GOVERNMENT AGENCIES AND COMMUNITY-BASED ORGANIZATIONS. UWCNM'S 2-1-1 SERVICE, WHICH INCLUDES OUR PHONE SERVICE AND WEBPAGE, RECEIVES MORE THAN 10,000 CONTACTS ANNUALLY. 2-1-1 (OR 505-245-1735) IS STAFFED BY LIVE AGENTS BETWEEN 8:30 A.M. AND 4:30 P.M. MT MONDAY THROUGH FRIDAY; AN AUTOMATED SYSTEM FIELDS CALLS AFTER HOURS AND ON WEEKENDS AND HOLIDAYS. CALLERS WHOSE NEEDS ARE NOT MET BY THE AUTOMATED SYSTEM CAN LEAVE VOICEMAIL MESSAGES WHICH ARE RESPONDED TO THE NEXT BUSINESS DAY. 2-1-1 EXPENSES ARE PRESENTED UNDER THE OTHER INITIATIVES HEADING IN THE STATEMENTS OF ACTIVITIES. 2-1-1/CONNECT UWNCNM'S 211 AND THE CONNECT NETWORK OF THE CITY OF SANTA FE AND SANTA FE COUNTY PARTNER TO STRENGTHEN THE CONNECTIONS BETWEEN THE COMMUNITY AND LOCAL RESOURCES. CONNECT IS A NETWORK OF NAVIGATORS AT CLINICS, COMMUNITY ORGANIZATIONS AND CITY AND COUNTY PROGRAMS THAT LINKS LOCAL CITIZENS WITH NONPROFITS TO ADDRESS SOCIAL NEEDS. IN SANTA FE, 211 PARTNERS WITH THE CONNECT PROGRAM TO SUPPORT CALLERS THROUGHOUT THE COUNTY TO FIND NEEDED RESOURCES. THE HELPLINE IS AVAILABLE IN ENGLISH AND SPANISH FROM 8:30 A.M. TO 4:30 P.M., MONDAY THROUGH FRIDAY. RIDE UNITED TRANSPORTATION TO MEDICAL APPOINTMENTS, JOB INTERVIEWS, OR OTHER NECESSARY APPOINTMENTS IS A CHALLENGE FOR MANY NEW MEXICANS. WHEN PEOPLE DON'T HAVE RELIABLE TRANSPORTATION TO ALLOW THEM TO TAKE CARE OF BASIC NEEDS, THE RESULTING COMPOUNDING PROBLEMS CAN TRAP FAMILIES IN THE CYCLE OF POVERTY. OPERATED THROUGH THE 2-1-1 PROGRAM, UW SPONSORS RIDE UNITED IN SANTA FE COUNTY TO PROVIDE COMPLIMENTARY LYFT RIDES FOR PEOPLE WHO HAVE NO OTHER OPTIONS FOR TRANSPORTATION TO CRITICAL APPOINTMENTS. FAMILY ADVOCACY CENTER ESTABLISHED IN 2007 TO CHANGE THE SYSTEM OF CARE FOR VICTIMS OF DOMESTIC AND INTERPERSONAL VIOLENCE, THE FAMILY ADVOCACY CENTER (FAC) IS A SERVICE FOR VICTIMS THAT OFFERS A SAFE, SECURE AND CARING ENVIRONMENT FOCUSED ON THE NEEDS OF VICTIMS OF INTERPERSONAL CRIME. THE FAC HOUSES MANY DIFFERENT AGENCIES WORKING TOGETHER UNDER ONE ROOF. THE UNIQUE DESIGN OF THE FORM 990, PAGE 6, PART VI, LINE 11B BEFORE THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE, IT IS REVIEWED BY THE CFO AND OTHER SENIOR MANAGEMENT OF THE ORGANIZATION. AFTER THEIR REVIEW, IT IS SENT TO THE FINANCE COMMITTEE FOR REVIEW. THEN, IT IS PROVIDED TO BOARD MEMBERS FOR REVIEW AND A SHORT PRESENTATION IS GIVEN AT THE NEXT MEETING OF THE EXECUTIVE COMMITTEE OR BOARD. FORM 990, PAGE 6, PART VI, LINE 12C THE ORGANIZATION REQUIRES THAT EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF GOVERNING BOARD SIGN A STATEMENT THAT CONFIRMS THAT THEY HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, READ AND UNDERSTAND THE POLICY AND AGREES TO COMPLY WITH THE POLICY. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE COMPENSATION FOR THE PRESIDENT OF THE UNITED WAY OF CENTRAL NEW MEXICO IS DETERMINED BY USING REGIONAL SALARY SURVEY DATA AND UNITED WAY WORLDWIDE SALARY SURVEYS AND STAFFING PATTERN DATA, WHICH IS SPECIFIC TO LOCAL UNITED WAY SIZE (DOLLARS RAISED) AND GEOGRAPHICAL REGION. INCREASES IN COMPENSATION ARE CONSIDERED ANNUALLY BY A COMPENSATION COMMITTEE. COMPENSATION INCREASES ARE BASED ON MEETING ESTABLISHED ANNUAL PERFORMANCE GOALS, AND THE INCREASE AMOUNT IS DETERMINED THROUGH BOARD APPROVED BUDGETED AMOUNTS. FORM 990, PAGE 6, PART VI, LINE 15B COMPENSATION FOR OFFICERS AND KEY EMPLOYEES IS DETERMINED BY USING REGIONAL SALARY SURVEY DATA AND UNITED WAY WORLDWIDE SALARY SURVEYS AND STAFFING PATTERN DATA, WHICH IS SPECIFIC TO LOCAL UNITED WAY SIZE (DOLLARS RAISED) AND GEOGRAPHICAL REGION. INCREASES IN COMPENSATION ARE CONSIDERED ANNUALLY BY A COMPENSATION COMMITTEE. COMPENSATION INCREASES ARE BASED ON MEETING ESTABLISHED ANNUAL PERFORMANCE GOALS, AND THE INCREASE AMOUNT IS DETERMINED THROUGH BOARD APPROVED BUDGETED AMOUNTS. FORM 990, PAGE 6, PART VI, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC BY REQUEST TO THE CHIEF FINANCIAL OFFICER. FORM 990, PART XI, LINE 9 AMOUNTS RAISED ON BEHALF OF OTHERS -7,517,179 AMOUNTS RAISED ON BEHALF OF OTHERS 7,517,179 FORM 990, PAGE 12, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS AUDIT COMMITTEE OVERSIGHT OR SELECTION.