2025-01-28T11:11:19-05:00 2024-06-30 850219147 PULAKOS CPAS PC 6753 ACADEMY RD NE ALBUQUERQUE NM 87109 990 2023-07-01 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 2024-12-12 true false ROBERT A DEPASQUALE CPA P00446108 5053381500 2025-01-28 2023 2025-03-06 01:10:19Z RODNEY PRUNTY 2340 ALAMO AVE SE 2ND FLOOR ALBUQUERQUE NM 87106 15564591 false X WWW.UWNCNM.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. 33 32 64 587 0 14360686 13675871 66119 224434 289998 75545 -38522 1261038 14678281 15236888 11893750 10556063 0 3853226 4473417 0 2180455 2138683 1648804 17885659 16678284 -3207378 -1441396 23592519 22530189 4583201 4532435 19009318 17997754 X 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 13716636 10556063 224434 K-12 LEARNING: ATTENDANCE AND ENGAGEMENT UWNCNM'S ATTENDANCE TEAM SUPPORT GROUP (A COLLECTIVE IMPACT TEAM MADE UP OF COMMUNITY PARTNERS, SCHOOL DISTRICTS AND THE NM PUBLIC EDUCATION DEPARTMENT) OFFERS IN-PERSON CONFERENCES TWICE YEARLY AND VIRTUAL WORKSHOPS FOR SCHOOL-BASED ATTENDANCE TEAMS STATEWIDE. THE TRAININGS OFFER TOOLS AND TECHNIQUES TEAMS CAN USE TO IMPLEMENT THE ATTENDANCE FOR SUCCESS ACT AND REDUCE CHRONIC ABSENTEEISM. IN FEBRUARY 2023, THE TEAM ORGANIZED AN ATTENDANCE CONFERENCE WITH 340 PARTICIPANTS FROM 25 NEW MEXICO SCHOOL DISTRICTS. AFTER THE EVENT, 85% OF PARTICIPANTS INDICATED THAT THEY FELT MORE PREPARED TO IMPLEMENT THEIR ATTENDANCE IMPROVEMENT PLAN AT THEIR SCHOOL. IN FALL 2023, THE TEAM HOSTED AN ATTENDANCE CONFERENCE WITH 401 IN-PERSON PARTICIPANTS AND 82 LIVESTREAM PARTICIPANTS FROM 28 SCHOOL DISTRICTS AROUND THE STATE. AFTER THE EVENT, 84% OF PARTICIPANTS SAID THAT THEY FELT BETTER ABOUT THE DIRECTION OF THEIR ATTENDANCE WORK AND 88% SAID THAT THEY HAVE A BETTER UNDERSTANDING OF WHAT THEY NEED TO DO FOR ATTENDANCE AT THEIR SCHOOL. 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 65,000 OR LESS. 190 VOLUNTEERS COMPLETED OVER 9,433 RETURNS IN 2023, SAVING NEW MEXICO FILERS MORE THAN 3.6 MILLION IN TAX PREPARATION FEES. THIS PROGRAM WAS RESPONSIBLE FOR RETURNING OVER 16.1 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/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 AM TO 4:30 PM, MONDAY TO FRIDAY. 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 FACILITY DRAMATICALLY REDUCES THE STRESS AND TRAUMA VICTIMS AND THEIR FAMILIES OFTEN ENDURE BY GIVING THEM ACCESS TO A WIDE RANGE OF SUPPORT SERVICES AT ONE LOCATION. SERVICES INCLUDE MEDICAL CARE, ADVOCACY, LEGAL AND FINANCIAL ASSISTANCE, AS WELL AS LAW ENFORCEMENT AND PROSECUTION. FAC EXPENSES ARE PRESENTED UNDER THE OTHER INITIATIVES HEADING IN THE STATEMENTS OF ACTIVITIES. DEI UNITED DEI UNITED IS A COLLABORATION BETWEEN UWNCNM AND ALBUQUERQUE COMMUNITY FOUNDATION (ACF). A STAFF-DRIVEN COMMITTEE FROM BOTH ORGANIZATIONS PARTNER ON INTERNAL AND EXTERNAL ACTIVITIES THAT ADVANCE DIVERSITY, EQUITY AND INCLUSION IN CENTRAL NEW MEXICO. WE ADDRESS THREE AREAS THROUGH DEI UNITED: COMMUNITY ENGAGEMENT; FUNDING FOR BIPOC-LED (BLACK, INDIGENOUS, PEOPLE OF COLOR-LED) AND LIVED-EXPERIENCE-LED, NONPROFIT ORGANIZATIONS ADDRESSING SYSTEMIC INEQUITIES; AND LEADERSHIP AND EQUITY DEVELOPMENT. DEI UNITED EXPENSES ARE PRESENTED UNDER THE OTHER INITIATIVES HEADING IN THE STATEMENTS OF ACTIVITIES. 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. 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 13716636 true false false false false true false false false true true true false true true true true false false false false false false false false false false true false true false false false false false false false false false false false false false false false false false true 28 0 64 true false false false false false false false false false false false false false false false X 33 32 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 274902 0 33653 VALERIE INGRAM CIO 45.00 X 109930 0 22402 MELISSA DRACUP DIRECTOR-MAJ 45.00 X 99271 0 33650 JEANETTE BRAHL SPEC. PROJEC 45.00 X 112325 0 18367 PAMELA GALLEGOS-MUSSER COO FROM 07/ 45.00 X 60020 0 690 JAMES PEERY BOARD CHAIR 1.00 X X 0 0 0 LORI WALDON IMMEDIATE PA 1.00 X X 0 0 0 JANICE TORREZ BOARD CHAIR 1.00 X X 0 0 0 KELCY FLANAGAN PUBLIC POLIC 1.00 X X 0 0 0 GABRIEL J CASTRO COMM. INVEST 1.00 X X 0 0 0 RAUL ANAYA CPA SECRETARY/ T 1.00 X X 0 0 0 ROBIN DIVINE CAMPAIGN CO 1.00 X X 0 0 0 PAUL MOYA STRATEGIC DE 1.00 X X 0 0 0 H NOELLE CHAVEZ RURAL CNTS C 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 TOM BRIONES DIRECTOR 1.00 X 0 0 0 DAVID A BUCHANAN DIRECTOR 1.00 X 0 0 0 HILARIO 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 BRIDGET DIXSON DIRECTOR 1.00 X 0 0 0 JESSE DOMPREH DIRECTOR 1.00 X 0 0 0 ISAIAH GARCIA DIRECTOR 1.00 X 0 0 0 MONICA JOJOLA DIRECTOR 1.00 X 0 0 0 BARBARA J JONES DIRECTOR 1.00 X 0 0 0 MICHELLE KING VERING DIRECTOR 1.00 X 0 0 0 YASHODA NAIDOO DIRECTOR 1.00 X 0 0 0 SAL PERDOMO DIRECTOR 1.00 X 0 0 0 RAQUEL REEDY DIRECTOR 1.00 X 0 0 0 JULIE ROWEY DIRECTOR 1.00 X 0 0 0 DR NIREATA SEALS DIRECTOR 1.00 X 0 0 0 GARNETT STOKES DIRECTOR 1.00 X 0 0 0 ANDY STREBE DIRECTOR 1.00 X 0 0 0 JOHN VALENTINE DIRECTOR 1.00 X 0 0 0 SHERMAN MCCORKLE MEMBER EMERI 1.00 X 0 0 0 656448 108762 3 false true false 244753 13431118 13675871 AFFILIATED PROGRAMS & ACTIV. 900099 224434 224434 224434 63240 63240 340008 327703 12305 12305 12305 ERC 1260490 1260490 OTHER INCOME 548 548 1261038 15236888 224434 1336583 10554463 10554463 1600 1600 786091 380053 124891 281147 2960465 1429662 469413 1061390 157464 76743 25366 55355 322015 156940 51874 113201 247382 120566 39851 86965 10000 6695 283 3022 77556 51924 2197 23435 22997 15397 651 6949 307824 206090 8719 93015 93834 49832 4392 39610 32670 26560 611 5499 238411 159617 6753 72041 211880 126087 8579 77214 86255 50625 3252 32378 169256 84628 8463 76165 70256 8782 11416 50058 46412 23206 2321 20885 TELEPHONE 88909 64622 2267 22020 DUES AND SUBSCRIPTIONS 49556 26836 2257 20463 CO BRANDED EXPENSES 37118 37118 CREDIT CARD CHARGES 31409 15705 1570 14134 74461 42885 6067 25509 16678284 13716636 781193 2180455 2596751 2636604 1027403 5531638 4380043 270501 240921 1483520 1299226 191113 184294 10761154 9503249 4241362 4557675 23592519 22530189 395238 441158 4187963 4091277 4583201 4532435 X 10503457 9617153 8505861 8380601 19009318 17997754 23592519 22530189 X -1441396 429832 X X false true X true false X 17916209 30514150 18391432 14360686 13675871 94858348 17916209 30514150 18391432 14360686 13675871 94858348 1240591 93617757 39976 45738 96509 289998 63240 535461 2310 44501 9600 1261038 1317449 96711258 487166 0.96800 0.98180 X PART II, LINE 10 OTHER, FUNDRAISING, AND ERC 1,317,449 91 728165 true true 5127988 346994 410023 420058 18869 5446078 4420413 457280 283556 33261 5127988 4479065 152969 -171356 40265 4420413 3076982 491684 1020883 110484 4479065 3168879 60860 22975 175732 3076982 1.00000 true false 417567 395448 22119 774716 621611 153105 291237 282167 9070 184294 BANK OF AMERICA INVESTMENT 4790366 F INV. W/ ABQ COMMUNITY FOUNDATION 2881224 F MERILL LYNCH ENDOWMENT 1737316 F CERTIFICATES OF DEPOSIT 71890 F LONG-TERM INVESTMENTS 22453 F 9503249 PLANNED GIVING ASSETS 3512656 OPERATING LEASE ROU ASSET 1045019 4557675 DONOR OPTIONS PAYABLE 2407533 RIGHT OF USE OPERATING LEASE LIAB. 1072162 PLANNED GIVING PAYABLE 447005 NON-CAMPAIGN DONOR OPTION PAYABLE 164577 4091277 X 9407949 429832 650155 1079987 8327962 22997 6885929 6908926 15236888 10419513 650155 650155 9769358 22997 6885929 6908926 16678284 SCHEDULE D, PAGE 2, PART V, LINE 4 UWNCNM TRANSFERS CERTAIN ENDOWMENT GIFTS FROM DONORS TO THE ALBUQUERQUE COMMUNITY FOUNDATION (ACF). UNDER THE TERMS OF AN AGREEMENT BETWEEN UWNCNM AND ACF, ACF HOLDS VARIANCE POWER OVER THESE ASSETS. ACF KEEPS SEPARATE RECORDS OF THE ACTIVITY AND PERFORMANCE OF EACH OF THESE ASSETS WITHIN UWNCNM'S ENDOWMENT TOTAL. ANNUALLY, UWNCNM REQUESTS DISTRIBUTIONS OF THESE ASSETS FROM ACF ACCORDING TO THE ENDOWMENT AGREEMENT BETWEEN UWNCNM 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, 2024 AND 2023, RESPECTIVELY. SCHEDULE D, PAGE 4, PART XI, LINE 4B AMOUNTS RAISED ON BEHALF OF OTHERS 6,885,929 SCHEDULE D, PAGE 4, PART XII, LINE 4B AMOUNTS RAISED ON BEHALF OF OTHERS 6,885,929 true SEE ATTACHED SCHEDULES 5048618 SEE ATTACHED LIST 262 SCHEDULE I, PAGE 1, PART I, LINE 2 UNITED WAY OF NORTH 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). UWNCNM 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 249902 25000 25904 7749 308555 FORM 990 - ORGANIZATION'S MISSION 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 K-12 LEARNING: ATTENDANCE AND ENGAGEMENT UWNCNM'S ATTENDANCE TEAM SUPPORT GROUP (A COLLECTIVE IMPACT TEAM MADE UP OF COMMUNITY PARTNERS, SCHOOL DISTRICTS AND THE NM PUBLIC EDUCATION DEPARTMENT) OFFERS IN-PERSON CONFERENCES TWICE YEARLY AND VIRTUAL WORKSHOPS FOR SCHOOL-BASED ATTENDANCE TEAMS STATEWIDE. THE TRAININGS OFFER TOOLS AND TECHNIQUES TEAMS CAN USE TO IMPLEMENT THE ATTENDANCE FOR SUCCESS ACT AND REDUCE CHRONIC ABSENTEEISM. IN FEBRUARY 2023, THE TEAM ORGANIZED AN ATTENDANCE CONFERENCE WITH 340 PARTICIPANTS FROM 25 NEW MEXICO SCHOOL DISTRICTS. AFTER THE EVENT, 85% OF PARTICIPANTS INDICATED THAT THEY FELT MORE PREPARED TO IMPLEMENT THEIR ATTENDANCE IMPROVEMENT PLAN AT THEIR SCHOOL. IN FALL 2023, THE TEAM HOSTED AN ATTENDANCE CONFERENCE WITH 401 IN-PERSON PARTICIPANTS AND 82 LIVESTREAM PARTICIPANTS FROM 28 SCHOOL DISTRICTS AROUND THE STATE. AFTER THE EVENT, 84% OF PARTICIPANTS SAID THAT THEY FELT BETTER ABOUT THE DIRECTION OF THEIR ATTENDANCE WORK AND 88% SAID THAT THEY HAVE A BETTER UNDERSTANDING OF WHAT THEY NEED TO DO FOR ATTENDANCE AT THEIR SCHOOL. 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 65,000 OR LESS. 190 VOLUNTEERS COMPLETED OVER 9,433 RETURNS IN 2023, SAVING NEW MEXICO FILERS MORE THAN 3.6 MILLION IN TAX PREPARATION FEES. THIS PROGRAM WAS RESPONSIBLE FOR RETURNING OVER 16.1 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/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 AM TO 4:30 PM, MONDAY TO FRIDAY. 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 FACILITY DRAMATICALLY REDUCES THE STRESS AND TRAUMA VICTIMS AND THEIR FAMILIES OFTEN ENDURE BY GIVING THEM ACCESS TO A WIDE RANGE OF SUPPORT SERVICES AT ONE LOCATION. SERVICES INCLUDE MEDICAL CARE, ADVOCACY, LEGAL AND FINANCIAL ASSISTANCE, AS WELL AS LAW ENFORCEMENT AND PROSECUTION. FAC EXPENSES ARE PRESENTED UNDER THE OTHER INITIATIVES HEADING IN THE STATEMENTS OF ACTIVITIES. DEI UNITED DEI UNITED IS A COLLABORATION BETWEEN UWNCNM AND ALBUQUERQUE COMMUNITY FOUNDATION (ACF). A STAFF-DRIVEN COMMITTEE FROM BOTH ORGANIZATIONS PARTNER ON INTERNAL AND EXTERNAL ACTIVITIES THAT ADVANCE DIVERSITY, EQUITY AND INCLUSION IN CENTRAL NEW MEXICO. WE ADDRESS THREE AREAS THROUGH DEI UNITED: COMMUNITY ENGAGEMENT; FUNDING FOR BIPOC-LED (BLACK, INDIGENOUS, PEOPLE OF COLOR-LED) AND LIVED-EXPERIENCE-LED, NONPROFIT ORGANIZATIONS ADDRESSING SYSTEMIC INEQUITIES; AND LEADERSHIP AND EQUITY DEVELOPMENT. DEI UNITED EXPENSES ARE PRESENTED UNDER THE OTHER INITIATIVES HEADING IN THE STATEMENTS OF ACTIVITIES. 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. 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 FORM 990, PAGE 6, PART VI, LINE 11B BEFORE THE FORM 990 IS FILED WITH THE INTERNAL REVENUE SERVICE, IT IS REVIEWED BY THE CFHRO 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 NORTH 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 AND HUMAN RESOURCES OFFICER. FORM 990, PART XI, LINE 9 AMOUNTS RAISED ON BEHALF OF OTHERS -6,885,929 AMOUNTS RAISED ON BEHALF OF OTHERS 6,885,929 FORM 990, PAGE 12, PART XII, LINE 2C THE ORGANIZATION HAS NOT CHANGED ITS AUDIT COMMITTEE OVERSIGHT OR SELECTION.