Civic Intelligence

United Way of Chaves County Foundation Inc.

990 • Fiscal year 2013 • EIN 85-0339135

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

Organization ProfileN/A
PO Box 30188202-0301

(575) 622-4150

Siviq Scores

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

Liabilities / Assets

12th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

14th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M 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

Balance Sheet
Liabilities / Assets12th percentile

Assets

Up

$1,183,577

Up $186,915 (+19%) from 2012

Net Assets

Up

$1,183,577

Up $186,915 (+19%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin74th percentile

Revenue

$34,305

No earlier filing loaded for comparison.

Expenses

Up

$28,613

Up $3,221 (+13%) from 2012

Net Income

$5,692

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $707,068Liabilities 2010: $0Net Assets 2010: $707,0682010Assets 2011: $905,242Liabilities 2011: $0Net Assets 2011: $905,2422011Assets 2012: $996,662Liabilities 2012: $0Net Assets 2012: $996,6622012Assets 2013: $1,183,577Liabilities 2013: $0Net Assets 2013: $1,183,5772013Assets 2014: $1,234,692Liabilities 2014: $0Net Assets 2014: $1,234,6922014Assets 2015: $1,231,790Liabilities 2015: $31,882Net Assets 2015: $1,199,9082015Assets 2016: $1,274,369Liabilities 2016: $0Net Assets 2016: $1,274,3692016Assets 2017: $1,463,876Liabilities 2017: $0Net Assets 2017: $1,463,8762017Assets 2018: $1,359,951Liabilities 2018: $0Net Assets 2018: $1,359,9512018Assets 2019: $3,063,225Liabilities 2019: $38,766Net Assets 2019: $3,024,4592019Assets 2020: $3,203,273Liabilities 2020: $78,162Net Assets 2020: $3,125,1112020Assets 2021: $3,531,387Liabilities 2021: $0Net Assets 2021: $3,531,3872021Assets 2022: $3,263,741Liabilities 2022: $0Net Assets 2022: $3,263,7412022Assets 2023: $3,604,332Liabilities 2023: $0Net Assets 2023: $3,604,3322023Assets 2024: $3,950,624Liabilities 2024: $0Net Assets 2024: $3,950,6242024

Highlighted filing

2013

Assets$1,183,577
Liabilities$0
Net Assets$1,183,577
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $17,3482010Expenses 2011: $19,4862011Expenses 2012: $25,3922012Revenue 2013: $34,305Expenses 2013: $28,613Net Income 2013: $5,6922013Revenue 2014: $71,709Expenses 2014: $38,868Net Income 2014: $32,8412014Revenue 2015: $59,089Expenses 2015: $31,972Net Income 2015: $27,1172015Revenue 2016: $55,921Expenses 2016: $27,695Net Income 2016: $28,2262016Revenue 2017: $81,288Expenses 2017: $30,924Net Income 2017: $50,3642017Revenue 2018: $88,198Expenses 2018: $27,229Net Income 2018: $60,9692018Revenue 2019: $1,600,034Expenses 2019: $43,533Net Income 2019: $1,556,5012019Revenue 2020: $58,478Expenses 2020: $98,655Net Income 2020: -$40,1772020Revenue 2021: $192,692Expenses 2021: $11,757Net Income 2021: $180,9352021Revenue 2022: $273,075Expenses 2022: $94,532Net Income 2022: $178,5432022Revenue 2023: $121,374Expenses 2023: $11,741Net Income 2023: $109,6332023Revenue 2024: $610,684Expenses 2024: $59,102Net Income 2024: $551,5822024

Highlighted filing

2013

Revenue$34,305
Expenses$28,613
Net Income$5,692
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.1
Gross Receipts
$34,305
Mission and Program Overview

Mission

To create, maintain and administer an endowment fund for the benefit of the united way of chaves county and its agencies to be used for charitable purposes, and to promote generally the growth, welfare and maintenance of the united way.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$996,662$1,183,577▲ $186,915
Investments Other Securities$968,283$1,164,354▲ $196,071
Cash and Non-Interest-Bearing Accounts$23,322$13,709▼ $9,613
Total Assets$996,662$1,183,577▲ $186,915
Other Assets Total$5,057$5,514▲ $457
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$996,662$1,183,577▲ $186,915
Total Liabilities and Net Assets / Fund Balance$996,662$1,183,577▲ $186,915

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,164,354--
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Robert G ArmstrongPresident
Clarissa GonzalezDirector
Ed DavidDirector
Stacie L SexeSecretary/tr
Carolyn MitchellVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$300
Program Service Revenue
$0
Investment Income
$34,005
Other Revenue
$0
Change in Net Assets
$5,692
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$27,284
Other Expenses$1,329
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$27,284--$27,284
Fees for Services Accounting-$750-$750
Fees for Service Investment Mgmnt Fees-$300-$300
Insurance-$269-$269
Office Expenses-$10-$10
Total Functional Expenses$27,284$1,329$0$28,613
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
85-0131322-501(c)Support United Way$27,284
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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

“A draft copy of form 990 is sent via e-mail for all board members to review.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

EIN
85-0339135
Phone
5756224150

Signing Officer

Name
Robert G Armstrong
Title
President
Phone
5756224150
Signed
2014-05-15

Organization Details

Formed
1985
Legal Domicile
Nm
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Preparer
Francisco a Olvera
Phone
5756228500
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“To create, maintain and administer an endowment fund for the benefit of the united way of chaves county and its agencies to be used for charitable purposes, and to promote generally the growth, welfare and maintenance of the united way.”

Form 990, Part XI, Line 9

“Increase in csv of life insurance policy 393”

Raw XML Appendix280 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/LoanOutstandingInd0false
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IRS990ScheduleI/RecipientTable/RecipientEIN0850131322
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PART II, LINE 1, COLUMN (H)PURPOSE OF GRANT OR ASSISTANCE: PUBLICALLY TRADED SECURITIES ARE HELD WITH MERRILL LYNCH IN AN ENDOWMENT ACCOUNT MAINTAINED FOR THE BENEFIT OF THE UNITED WAY OF CHAVES COUNTY. CONTRIBUTIONS RECEIVED FROM DONORS ARE ADDED TO THE FUND AND GENERAL EXPENSES ARE PAID USING THE DIVIDENDS AND INTEREST EARNED ON THE SECURITIES. EXCESS DIVIDENDS AND INTEREST ARE PAID TO THE UNITED WAY OF CHAVES COUNTY.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO CREATE, MAINTAIN AND ADMINISTER AN ENDOWMENT FUND FOR THE BENEFIT OF THE UNITED WAY OF CHAVES COUNTY AND ITS AGENCIES TO BE USED FOR CHARITABLE PURPOSES, AND TO PROMOTE GENERALLY THE GROWTH, WELFARE AND MAINTENANCE OF THE UNITED WAY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT COPY OF FORM 990 IS SENT VIA E-MAIL FOR ALL BOARD MEMBERS TO REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INCREASE IN CSV OF LIFE INSURANCE POLICY 393
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT G ARMSTRONG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05756224150
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10UNITED WAY OF CHAVES COUNTY
ReturnHeader/Filer/BusinessName/BusinessNameLine20FOUNDATION INC
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ReturnHeader/Filer/EIN0850339135
ReturnHeader/Filer/PhoneNum05756224150
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ReturnHeader/Filer/USAddress/State0NM
ReturnHeader/Filer/USAddress/ZIPCode0882020301
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10RITTER & COMPANY LLC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0882021836
ReturnHeader/PreparerPersonGrp/PhoneNum05756228500
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANCISCO A OLVERA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-05-14T15:16:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,183,577
Liabilities
$0
Net assets
$1,183,577
Revenue
$34,305
Expenses
$28,613
Net income
$5,692
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.95$0.00$3.95$0.61$0.06$0.55
2023Summary only. Only limited summary data is available for this year.$3.60$0.00$3.60$0.12$0.01$0.11
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$0.00$3.26$0.27$0.09$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.53$0.00$3.53$0.19$0.01$0.18
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.20$0.08$3.13$0.06$0.10$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.06$0.04$3.02$1.60$0.04$1.56
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.36$0.00$1.36$0.09$0.03$0.06
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.46$0.00$1.46$0.08$0.03$0.05
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.00$1.27$0.06$0.03$0.03
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.03$1.20$0.06$0.03$0.03
2014Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.07$0.04$0.03
2013Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.03$0.03$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.00$0.00$1.00$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.00$0.91$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.71$0.00$0.71$0.02
Peer Organizations

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