Civic Intelligence

United Way of Chaves County Inc

990 • Fiscal year 2013 • EIN 85-0131322

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

400 N Pennsylvania88201

(575) 622-4150

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

89th percentile

0.01x

Higher debt load relative to assets than 89% of similar nonprofits.

2013 filings • NTEE T • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

87th percentile

0.02x

Higher debt load relative to revenue than 87% of similar nonprofits.

2013 filings • NTEE T • $500k-$1M nonprofits • Source year 2013

Net Margin

36th percentile

-17%

Higher net margin than 36% of similar nonprofits.

2013 filings • NTEE T • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

96th percentile

$53,040

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2013 filings • NTEE T • $500k-$1M nonprofits • Source year 2013

Asset Growth

15th percentile

-9.7%

Faster asset growth than 15% of similar nonprofits.

2013 filings • NTEE T • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Down

$803,585

Down $86,651 (-9.7%) from 2012

Net Assets

Down

$791,613

Down $93,362 (-11%) from 2012

Liabilities

Up

$11,972

Up $6,711 (+128%) from 2012

Revenue

$565,749

No earlier filing loaded for comparison.

Expenses

Up

$659,111

Up $188,959 (+40%) from 2012

Net Income

-$93,362

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2010: $687,520Liabilities 2010: $1,958Net Assets 2010: $685,5622010Assets 2011: $735,123Liabilities 2011: $2,248Net Assets 2011: $732,8752011Assets 2012: $890,236Liabilities 2012: $5,261Net Assets 2012: $884,9752012Assets 2013: $803,585Liabilities 2013: $11,972Net Assets 2013: $791,6132013Assets 2014: $851,814Liabilities 2014: $8,405Net Assets 2014: $843,4092014Assets 2015: $840,561Liabilities 2015: $6,584Net Assets 2015: $833,9772015Assets 2016: $867,293Liabilities 2016: $6,488Net Assets 2016: $860,8052016Assets 2017: $848,460Liabilities 2017: $2,607Net Assets 2017: $845,8532017Assets 2018: $817,916Liabilities 2018: $2,369Net Assets 2018: $815,5472018Assets 2019: $1,057,242Liabilities 2019: $349,065Net Assets 2019: $708,1772019Assets 2020: $851,316Liabilities 2020: $125,449Net Assets 2020: $725,8672020Assets 2021: $822,307Liabilities 2021: $153,477Net Assets 2021: $668,8302021Assets 2022: $653,296Liabilities 2022: $156,428Net Assets 2022: $496,8682022Assets 2023: $616,709Liabilities 2023: $111,811Net Assets 2023: $504,8982023Assets 2024: $434,869Liabilities 2024: $49,638Net Assets 2024: $385,2312024

Highlighted filing

2013

Assets$803,585
Liabilities$11,972
Net Assets$791,613

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2010: $503,9382010Expenses 2011: $476,9712011Expenses 2012: $470,1522012Revenue 2013: $565,749Expenses 2013: $659,111Net Income 2013: -$93,3622013Revenue 2014: $720,131Expenses 2014: $668,335Net Income 2014: $51,7962014Revenue 2015: $612,128Expenses 2015: $621,560Net Income 2015: -$9,4322015Revenue 2016: $484,553Expenses 2016: $477,288Net Income 2016: $7,2652016Revenue 2017: $437,327Expenses 2017: $494,589Net Income 2017: -$57,2622017Revenue 2018: $464,849Expenses 2018: $512,413Net Income 2018: -$47,5642018Revenue 2019: $276,502Expenses 2019: $357,051Net Income 2019: -$80,5492019Revenue 2020: $329,582Expenses 2020: $311,892Net Income 2020: $17,6902020Revenue 2021: $349,597Expenses 2021: $406,634Net Income 2021: -$57,0372021Revenue 2022: $403,925Expenses 2022: $575,887Net Income 2022: -$171,9622022Revenue 2023: $378,100Expenses 2023: $392,420Net Income 2023: -$14,3202023Revenue 2024: $141,197Expenses 2024: $326,279Net Income 2024: -$185,0822024

Highlighted filing

2013

Revenue$565,749
Expenses$659,111
Net Income-$93,362
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.1
Gross Receipts
$565,749
Mission and Program Overview

Mission

To increase the organized capacity of people in chaves county to care for each other.

Annual fundraising campaigns to generate contributions then allocated among local human service organizations within chaves county. Approximately over 9,000 unduplicated individuals are served.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$596,463$594,249▼ $2,214
Pledges and Grants Receivable$211,853$122,769▼ $89,084
Cash and Non-Interest-Bearing Accounts$72,112$72,216▲ $104
Land, Buildings, and Equipment, Net$8,646$13,189▲ $4,543
Prepaid Expenses and Deferred Charges$1,162$1,162→ $0
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$890,236$803,585▼ $86,651
Other Assets Total-$0-
Liabilities
Other Liabilities-$6,117-
Accounts Payable and Accrued Expenses$5,261$5,855▲ $594
Total Liabilities$5,261$11,972▲ $6,711
Net Assets / Fund Balance
Unrestricted Net Assets$606,836$513,495▼ $93,341
Temporarily Rstr Net Assets$278,139$278,118▼ $21
Total Net Assets Fund Balance$884,975$791,613▼ $93,362
Total Liabilities and Net Assets / Fund Balance$890,236$803,585▼ $86,651

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$13,189$35,651$48,840

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$996,663$300▲ $215,227$27,284$1,183,577
2012$905,242$652▲ $116,161$24,686$996,663
2011$707,069$212,693▲ $4,967$18,177$905,242
2010$653,157$634▲ $70,625$16,986$707,069
2009$281$133,315-$704$653,157
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Sherry MumfordExecutive DirectorFT$53,040$53,040

Board Members and Trustees

NameTitle
Clarissa Gonzalez-adamsPresident
Aaron LandrumVice President
Adam RoeDirector
Adriann RagsdaleDirector
Al PittsDirector
Anna Maria MatteucciDirector
Bernarr TreatDirector
Chad ColeDirector
Charles FischerDirector
David DuerDirector
David WhiteDirector
Desiree RogersDirector
Dr Steve ChambersDirector
Jerry GrizzleDirector
Kathleen WellsDirector
Michael TrujilloDirector
Mike WoodsDirector
Robert PereaDirector
Rod SchumacherDirector
Stacye HunterDirector
Stan RiggsDirector
Ed DavidSecretary
Stacie SexeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$555,110
Program Service Revenue
$9,167
Investment Income
$1,472
Other Revenue
$0
All Other Contributions
$555,110
Change in Net Assets
$-93,362

Audited Revenue Reconciliation

Revenue per Audited Statements
$538,465
Revenue Not Reported on Financial Statements
$27,284
Revenue Not Reported on Form 990
$215,527
Other Revenue Adjustments
$27,284
Total Revenue per Audited Statements
$753,992
Total Revenue per Form 990
$565,749
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$369,545
Other Expenses$195,424
Salaries, Compensation, and Employee Benefits$94,142
Total Fundraising Expense$84,373
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$369,545--$369,545
Current Officers, Directors, Trustees, and Key Employees$16,442$14,851$21,746$53,039
Other Salaries and Wages$8,123$7,337$10,744$26,204
All Other Expenses$2,156$5,878$13,184$21,218
Occupancy$4,571$4,129$6,045$14,745
Payroll Taxes$2,150$1,942$2,843$6,935
Other Expenses-$118,750$6,020$6,020
Fees for Services Accounting-$5,458-$5,458
Depreciation Depletion-$5,256-$5,256
Payments to Affiliates--$5,235$5,235
Other Employee Benefits$1,609$1,453$2,127$5,189
Pension Plan Contributions$860$777$1,138$2,775
Insurance-$1,969-$1,969
Office Expenses$581$525$769$1,875
Interest-$376-$376
Total Functional Expenses$406,037$168,701$84,373$659,111

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$660,440
Expenses per Audited Statements$659,111
Total Expenses per Form 990$659,111
Expenses Not Reported on Form 990$1,329
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
85-0375943--Agency Allocation$37,409
85-0300721--Agency Allocation$32,574
85-0337908--Agency Allocation$30,825
85-0259624--Agency Allocation$29,081
85-0403258--Agency Allocation$28,804
85-0195358--Agency Allocation$28,036
85-0347173--Agency Allocation$27,619
53-0196605--Agency Allocation$27,499
85-0102304--Agency Allocation$26,092
85-0107915--Agency Allocation$25,644
85-0304401--Agency Allocation$24,362
13-5562351--Agency Allocation$22,036
85-0467490--Agency Allocation$14,255
26-1434261--Agency Allocation$5,705
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Long-term Portion of Leases Payable$6,117
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

A copy is given to the treasurer and members of the executive board of the board of directors to review and to sign when approved by the executive board.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Conflict of interest statements are reviewed and signed annually by the employees and board of directors.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

The united way of chaves county, inc.'s governing documents, conflict of interest policy, financial statements, form 1023 and form 990 are available for public inspection upon request. Documents are held in office located at 400 n. Pennsylvania, suite 300, roswell, nm 88201.

Filing and Contact Details

Filer

EIN
85-0131322
Phone
5756224150

Signing Officer

Name
Aaron Landrum
Title
President
Signed
2014-11-17
Discuss with paid preparer
Yes

Organization Details

Formed
1957
Legal Domicile
Nm
Voting Board Members
23
Independent Board Members
23
Employees
2
Volunteers
125

Preparer

Preparer
Stacie L Sexe
Phone
5756259455
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

Other program services 4: esperanza house, a local human service organization within chaves county. Other program services 5: american red cross, a local human service organization within chaves county. Other program services 6: boys & girls club, a local human service organization within chaves county. Other program services 7: family resource & referral, inc, a local human service organization located within chaves county. Other program services 8: boy scouts conquistador council, b.s.a., a human service organization located within chaves county. Other program services 9: chaves county j.o.y centers, inc., a local human service organization within chaves county. Other program services 10: girl scouts of the desert southwest, a local human service organization located within chaves county. Other program services 11: roswell literacy council, a local human service organization located within chaves county. Other program services 12: salvation army, a local human service organization located within chaves county. Other program services 13: assistance league, a local human service organization within chaves county. Other program services 14: community kitchen, inc., a local human service organization within chaves county. Other program services 15: first tee of the pecos valley, a local human service organization within chaves county. Other program services 16: reflections & recovery, a local human service organization within chaves county. Other program services 17: all agencies receiving allocation - united way employee expense for consulting and assisting with operations. Other program services 18: all local human service organizations receiving less than $5000. Other program services 19: big brothers big sisters of senm. A local human service organization within chaves county. Other program services 20: wings for life. A local human service organization within chaves county.

Form 990, Part XII, Line 2: Change of Oversight or Selection Process

The board of directors of united way of chaves county, inc. Assume the responsibility for the oversight of the audited financial statements and selection of an independent accountant. This oversight process is consistent with prior years, and did not change during the tax year.

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

Affiliated organization revenue - uw fnd $34697 unrealized (loss) on investments $180830

Part XI, Line 4B: Other revenue amounts included on 990 but not included in F/S

Contributions released from restrictions $27284

Part XII, Line 2D: Other expenses and losses per audited F/S

Affilated organization expenses-uw found $1329

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2353040
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5President
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
IRS990/Form990PartVIISectionAGrp/TitleTxt17Director
IRS990/Form990PartVIISectionAGrp/TitleTxt18Director
IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
IRS990/Form990PartVIISectionAGrp/TitleTxt20Director
IRS990/Form990PartVIISectionAGrp/TitleTxt21Director
IRS990/Form990PartVIISectionAGrp/TitleTxt22Director
IRS990/Form990PartVIISectionAGrp/TitleTxt23Executive Dir.
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IRS990/FormationYr01957
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0369545
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0369545
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IRS990/GroupReturnForAffiliatesInd0false
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IRS990/InterestGrp/TotalAmt0376
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01472
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IRS990/LegalDomicileStateCd0NM
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE IN CHAVES COUNTY TO CARE FOR EACH OTHER.
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
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IRS990/OccupancyGrp/ProgramServicesAmt04571
IRS990/OccupancyGrp/TotalAmt014745
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IRS990/OfficeExpensesGrp/ProgramServicesAmt0581
IRS990/OfficeExpensesGrp/TotalAmt01875
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IRS990/OperateHospitalInd0false
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01453
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01609
IRS990/OtherEmployeeBenefitsGrp/TotalAmt05189
IRS990/OtherExpensesGrp/Desc0United Way of Chaves County
IRS990/OtherExpensesGrp/Desc1Food & Beverages
IRS990/OtherExpensesGrp/Desc2Campaign Marketing
IRS990/OtherExpensesGrp/Desc3Charity golf scramble
IRS990/OtherExpensesGrp/FundraisingAmt07885
IRS990/OtherExpensesGrp/FundraisingAmt16637
IRS990/OtherExpensesGrp/FundraisingAmt26020
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0118750
IRS990/OtherExpensesGrp/TotalAmt0118750
IRS990/OtherExpensesGrp/TotalAmt17885
IRS990/OtherExpensesGrp/TotalAmt26637
IRS990/OtherExpensesGrp/TotalAmt36020
IRS990/OtherLiabilitiesGrp/EOYAmt06117
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt010744
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt07337
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08123
IRS990/OtherSalariesAndWagesGrp/TotalAmt026204
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt05235
IRS990/PaymentsToAffiliatesGrp/TotalAmt05235
IRS990/PayPremiumsPrsnlBnftCntrctInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.43$0.05$0.39$0.14$0.33$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.62$0.11$0.50$0.38$0.39$0.01
2022Detailed filing. Detailed filing data is available for this year.$0.65$0.16$0.50$0.40$0.58$0.17
2021Detailed filing. Detailed filing data is available for this year.$0.82$0.15$0.67$0.35$0.41$0.06
2020Detailed filing. Detailed filing data is available for this year.$0.85$0.13$0.73$0.33$0.31$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.06$0.35$0.71$0.28$0.36$0.08
2018Summary only. Only limited summary data is available for this year.$0.82$0.00$0.82$0.46$0.51$0.05
2017Summary only. Only limited summary data is available for this year.$0.85$0.00$0.85$0.44$0.49$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.87$0.01$0.86$0.48$0.48$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.84$0.01$0.83$0.61$0.62$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.85$0.01$0.84$0.72$0.67$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.80$0.01$0.79$0.57$0.66$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.89$0.01$0.88$0.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.74$0.00$0.73$0.48
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.00$0.69$0.50