Civic Intelligence

United Way of North Central New

EIN 85-0277138 • 501(c)3 • Albuquerque, NM

Profile

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.

2340 Alamo Ave SE 2nd FloorAlbuquerque, NM 87106

www.uwncnm.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

93rd percentile

0.20x

Higher debt load relative to assets than 93% of similar nonprofits.

NTEE T • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

90th percentile

0.30x

Higher debt load relative to revenue than 90% of similar nonprofits.

NTEE T • $10M-$25M nonprofits • Source year 2024

Net Margin

31st percentile

-9.5%

Higher net margin than 31% of similar nonprofits.

NTEE T • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

95th percentile

$308,555

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

NTEE T • $10M-$25M nonprofits • Source year 2024

Asset Growth

14th percentile

-4.5%

Faster asset growth than 14% of similar nonprofits.

NTEE T • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

38th percentile

3.8%

Faster revenue growth than 38% of similar nonprofits.

NTEE T • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$22,530,189

Down $1,062,330 (-4.5%) from 2023

Liabilities

Down

$4,532,435

Down $50,766 (-1.1%) from 2023

Net Assets

Down

$17,997,754

Down $1,011,564 (-5.3%) from 2023

Revenue

Up

$15,236,888

Up $558,607 (+3.8%) from 2023

Expenses

Down

$16,678,284

Down $1,207,375 (-6.8%) from 2023

Net Income

Up

-$1,441,396

Up $1,765,982 (+55%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $16,328,302Liabilities 2011: $8,820,487Net Assets 2011: $7,507,8152011Assets 2012: $17,679,858Liabilities 2012: $8,672,463Net Assets 2012: $9,007,3952012Assets 2013: $18,478,963Liabilities 2013: $8,808,996Net Assets 2013: $9,669,9672013Assets 2014: $18,115,874Liabilities 2014: $4,377,645Net Assets 2014: $13,738,2292014Assets 2015: $16,505,174Liabilities 2015: $9,125,807Net Assets 2015: $7,379,3672015Assets 2016: $16,282,796Liabilities 2016: $7,594,439Net Assets 2016: $8,688,3572016Assets 2017: $14,128,678Liabilities 2017: $5,481,000Net Assets 2017: $8,647,6782017Assets 2018: $14,204,884Liabilities 2018: $4,541,547Net Assets 2018: $9,663,3372018Assets 2019: $13,422,668Liabilities 2019: $4,106,232Net Assets 2019: $9,316,4362019Assets 2020: $12,102,414Liabilities 2020: $3,837,459Net Assets 2020: $8,264,9552020Assets 2021: $26,019,435Liabilities 2021: $3,380,978Net Assets 2021: $22,638,4572021Assets 2022: $25,758,904Liabilities 2022: $3,592,111Net Assets 2022: $22,166,7932022Assets 2023: $23,592,519Liabilities 2023: $4,583,201Net Assets 2023: $19,009,3182023Assets 2024: $22,530,189Liabilities 2024: $4,532,435Net Assets 2024: $17,997,7542024

Highlighted filing

2024

Assets$22,530,189
Liabilities$4,532,435
Net Assets$17,997,754

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0-$10MRevenue 2011: $26,414,549Expenses 2011: $26,216,031Net Income 2011: $198,5182011Revenue 2012: $27,361,276Expenses 2012: $25,802,278Net Income 2012: $1,558,9982012Revenue 2013: $28,078,071Expenses 2013: $27,539,614Net Income 2013: $538,4572013Revenue 2014: $28,347,528Expenses 2014: $30,744,411Net Income 2014: -$2,396,8832014Revenue 2015: $26,154,426Expenses 2015: $26,488,219Net Income 2015: -$333,7932015Revenue 2016: $24,958,388Expenses 2016: $23,649,398Net Income 2016: $1,308,9902016Revenue 2017: $22,064,847Expenses 2017: $22,275,678Net Income 2017: -$210,8312017Revenue 2018: $18,630,327Expenses 2018: $17,678,518Net Income 2018: $951,8092018Revenue 2019: $16,535,328Expenses 2019: $17,056,471Net Income 2019: -$521,1432019Revenue 2020: $17,934,651Expenses 2020: $17,212,465Net Income 2020: $722,1862020Revenue 2021: $30,582,672Expenses 2021: $16,499,632Net Income 2021: $14,083,0402021Revenue 2022: $18,629,053Expenses 2022: $18,729,336Net Income 2022: -$100,2832022Revenue 2023: $14,678,281Expenses 2023: $17,885,659Net Income 2023: -$3,207,3782023Revenue 2024: $15,236,888Expenses 2024: $16,678,284Net Income 2024: -$1,441,3962024

Highlighted filing

2024

Revenue$15,236,888
Expenses$16,678,284
Net Income-$1,441,396

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.5$4.53$18.0$15.2$16.7$1.44
2023Detailed filing. Detailed filing data is available for this year.$23.6$4.58$19.0$14.7$17.9$3.21
2022Detailed filing. Detailed filing data is available for this year.$25.8$3.59$22.2$18.6$18.7$0.10
2021Detailed filing. Detailed filing data is available for this year.$26.0$3.38$22.6$30.6$16.5$14.1
2020Detailed filing. Detailed filing data is available for this year.$12.1$3.84$8.26$17.9$17.2$0.72
2019Detailed filing. Detailed filing data is available for this year.$13.4$4.11$9.32$16.5$17.1$0.52
2018Summary only. Only limited summary data is available for this year.$14.2$4.54$9.66$18.6$17.7$0.95
2017Summary only. Only limited summary data is available for this year.$14.1$5.48$8.65$22.1$22.3$0.21
2016Summary only. Only limited summary data is available for this year.$16.3$7.59$8.69$25.0$23.6$1.31
2015Summary only. Only limited summary data is available for this year.$16.5$9.13$7.38$26.2$26.5$0.33
2014Summary only. Only limited summary data is available for this year.$18.1$4.38$13.7$28.3$30.7$2.40
2013Summary only. Only limited summary data is available for this year.$18.5$8.81$9.67$28.1$27.5$0.54
2012Summary only. Only limited summary data is available for this year.$17.7$8.67$9.01$27.4$25.8$1.56
2011Summary only. Only limited summary data is available for this year.$16.3$8.82$7.51$26.4$26.2$0.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 12, 2024
Return Version
2023v6.0
Gross Receipts
$15,564,591
Mission and Program Overview

Mission

The united way is a voluntary health and welfare organization which solicits and receives donations for distribution to united way programs and other donor opted agencies. The vision is supportive communities where people live healthy and productive lives. The mission is to bring people and resources together to measurably improve lives and strengthen our communities. 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.

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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$10,761,154$9,503,249▼ $1,257,905
Pledges and Grants Receivable$5,531,638$4,380,043▼ $1,151,595
Cash and Non-Interest-Bearing Accounts$2,596,751$2,636,604▲ $39,853
Savings and Temporary Cash Investments-$1,027,403-
Prepaid Expenses and Deferred Charges$270,501$240,921▼ $29,580
Land, Buildings, and Equipment, Net$191,113$184,294▼ $6,819
Total Assets$23,592,519$22,530,189▼ $1,062,330
Other Assets Total$4,241,362$4,557,675▲ $316,313
Liabilities
Other Liabilities$4,187,963$4,091,277▼ $96,686
Accounts Payable and Accrued Expenses$395,238$441,158▲ $45,920
Total Liabilities$4,583,201$4,532,435▼ $50,766
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,503,457$9,617,153▼ $886,304
Net Assets With Donor Restrictions$8,505,861$8,380,601▼ $125,260
Total Net Assets Fund Balance$19,009,318$17,997,754▼ $1,011,564
Total Liabilities and Net Assets / Fund Balance$23,592,519$22,530,189▼ $1,062,330

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$153,105$621,611$774,716
Leasehold Improvements$22,119$395,448$417,567
Other Land Buildings$9,070$282,167$291,237
Other Assets Org$1,045,019--
Other Securities$22,453--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$5,127,988$346,994▲ $410,023-$5,446,078
2022$4,420,413$457,280▲ $283,556-$5,127,988
2021$4,479,065$152,969▼ $171,356-$4,420,413
2020$3,076,982$491,684▲ $1,020,883-$4,479,065
2019$3,168,879$60,860▲ $22,975-$3,076,982
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rodney PruntyPres. & CEOFT$249,902$58,653$308,555
Melissa DracupDirector-majFT$99,271$33,650$132,921
Valerie IngramCIOFT$109,930$22,402$132,332
Jeanette BrahlSpec. ProjecFT$112,325$18,367$130,692
Pamela Gallegos-musserCOO From 07/FT$60,020$690$60,710

Board Members and Trustees

NameTitle
James PeeryBoard Chair
Janice TorrezBoard Chair
Andy StrebeDirector
Barbara J JonesDirector
Bridget DixsonDirector
David a BuchananDirector
Dr Nireata SealsDirector
Elaine DarnellDirector
Gabriella BlakeyDirector
Garnett StokesDirector
Hilario ChavezDirector
Isaiah GarciaDirector
Jesse DomprehDirector
John ValentineDirector
Julie RoweyDirector
Linda CooperDirector
Michelle King VeringDirector
Monica JojolaDirector
Raquel ReedyDirector
Sal PerdomoDirector
Tom BrionesDirector
Yashoda NaidooDirector
Robin DivineCampaign Co
Gabriel J CastroComm. Invest
Lori WaldonImmediate Pa
Emily HowardMarketing Ch
Sherman MccorkleMember Emeri
Kelcy FlanaganPublic Polic
Teresa SalazarRisetogether
H Noelle ChavezRural Cnts C
Raul Anaya CPASecretary/ T
Paul MoyaStrategic De
Revenue and Support

Revenue Composition

Contributions and Grants
$13,675,871
Program Service Revenue
$224,434
Investment Income
$75,545
Other Revenue
$1,261,038
All Other Contributions
$13,431,118
Change in Net Assets
$-1,441,396

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,327,962
Revenue Not Reported on Financial Statements
$6,908,926
Revenue Not Reported on Form 990
$1,079,987
Other Revenue Adjustments
$6,885,929
Total Revenue per Audited Statements
$9,407,949
Total Revenue per Form 990
$15,236,888
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$10,556,063
Salaries, Compensation, and Employee Benefits$4,473,417
Total Fundraising Expense$2,180,455
Other Expenses$1,648,804
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$10,554,463--$10,554,463
Other Salaries and Wages$1,429,662$469,413$1,061,390$2,960,465
Current Officers, Directors, Trustees, and Key Employees$380,053$124,891$281,147$786,091
Other Employee Benefits$156,940$51,874$113,201$322,015
Fees for Services Other$206,090$8,719$93,015$307,824
Payroll Taxes$120,566$39,851$86,965$247,382
Information Technology$159,617$6,753$72,041$238,411
Occupancy$126,087$8,579$77,214$211,880
Payments to Affiliates$84,628$8,463$76,165$169,256
Pension Plan Contributions$76,743$25,366$55,355$157,464
Advertising$49,832$4,392$39,610$93,834
Travel$50,625$3,252$32,378$86,255
Fees for Services Accounting$51,924$2,197$23,435$77,556
All Other Expenses$42,885$6,067$25,509$74,461
Depreciation Depletion$8,782$11,416$50,058$70,256
Insurance$23,206$2,321$20,885$46,412
Office Expenses$26,560$611$5,499$32,670
Other Expenses$15,705$1,570$14,134$31,409
Fees for Service Investment Mgmnt Fees$15,397$651$6,949$22,997
Fees for Services Legal$6,695$283$3,022$10,000
Grants to Domestic Individuals$1,600--$1,600
Total Functional Expenses$13,716,636$781,193$2,180,455$16,678,284

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$16,678,284
Total Expenses per Audited Statements$10,419,513
Expenses per Audited Statements$9,769,358
Expenses Not Reported on Financial Statements$6,908,926
Other Expense Adjustments$6,885,929
Expenses Not Reported on Form 990$650,155
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
See Attached Schedules--See Attached List$5,048,618
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Donor Options Payable$2,407,533
Right of Use Operating Lease Liab.$1,072,162
Planned Giving Payable$447,005
Non-campaign Donor Option Payable$164,577
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
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
Yes
Other officer compensation reviewed
Yes
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, 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.

Filing and Contact Details

Filer

Filer Name
United Way of North Central New
EIN
85-0277138
Phone
5052473671
Address
2340 ALAMO AVE SE 2ND FLOOR, ALBUQUERQUE, NM 87106

Signing Officer

Name
Raul Anaya CPA
Title
Secretary/ Treasurer
Phone
5052473671
Signed
2024-12-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rodney Prunty
Formed
1979
Legal Domicile
Nm
Voting Board Members
33
Independent Board Members
32
Employees
64
Volunteers
587

Preparer

Firm
Pulakos Cpas Pc
Address
6753 ACADEMY RD NE, ALBUQUERQUE, NM 87109
Preparer
Robert a Depasquale CPA
Phone
5053381500
Supplemental Narrative

Additional Explanations

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

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.

Financial Statement Notes

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

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