Civic Intelligence

United South Broadway Corporation

990 • Fiscal year 2018 • EIN 85-0371937

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

PO Box 25242Albuquerque, NM 87102

(505) 764-8867

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.63x

Higher debt load relative to assets than 52% of similar nonprofits.

2018 filings • NTEE L • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

47th percentile

1.37x

Higher debt load relative to revenue than 47% of similar nonprofits.

2018 filings • NTEE L • $1M-$5M nonprofits • Source year 2018

Net Margin

13th percentile

-49%

Higher net margin than 13% of similar nonprofits.

2018 filings • NTEE L • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2018 filings • NTEE L • $1M-$5M nonprofits • Source year 2018

Asset Growth

93rd percentile

27%

Faster asset growth than 93% of similar nonprofits.

2018 filings • NTEE L • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

9th percentile

-24%

Faster revenue growth than 9% of similar nonprofits.

2018 filings • NTEE L • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$1,109,048

Up $236,141 (+27%) from 2017

Net Assets

Up

$405,656

Up $251,462 (+163%) from 2017

Liabilities

Down

$703,392

Down $15,321 (-2.1%) from 2017

Revenue

Down

$511,607

Down $158,387 (-24%) from 2017

Expenses

Up

$760,543

Up $45,745 (+6.4%) from 2017

Net Income

Down

-$248,936

Down $204,132 (-456%) from 2017

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $2,870,441Liabilities 2010: $2,579,431Net Assets 2010: $291,0102010Assets 2011: $2,612,772Liabilities 2011: $2,439,428Net Assets 2011: $173,3442011Assets 2012: $785,668Liabilities 2012: $698,101Net Assets 2012: $87,5672012Assets 2013: $844,612Liabilities 2013: $649,839Net Assets 2013: $194,7732013Assets 2014: $937,384Liabilities 2014: $662,375Net Assets 2014: $275,0092014Assets 2015: $891,172Liabilities 2015: $709,138Net Assets 2015: $182,0342015Assets 2016: $954,674Liabilities 2016: $755,676Net Assets 2016: $198,9982016Assets 2017: $872,907Liabilities 2017: $718,713Net Assets 2017: $154,1942017Assets 2018: $1,109,048Liabilities 2018: $703,392Net Assets 2018: $405,6562018Assets 2019: $999,589Liabilities 2019: $695,907Net Assets 2019: $303,6822019Assets 2020: $870,704Liabilities 2020: $824,684Net Assets 2020: $46,0202020Assets 2021: $880,290Liabilities 2021: $675,193Net Assets 2021: $205,0972021Assets 2022: $934,596Liabilities 2022: $1,084,349Net Assets 2022: -$149,7532022Assets 2023: $869,055Liabilities 2023: $1,018,268Net Assets 2023: -$149,2132023Assets 2024: $1,047,095Liabilities 2024: $919,535Net Assets 2024: $127,5602024

Highlighted filing

2018

Assets$1,109,048
Liabilities$703,392
Net Assets$405,656

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2010: $1,082,0762010Expenses 2011: $893,1022011Expenses 2012: $906,2402012Revenue 2013: $1,783,975Expenses 2013: $1,676,769Net Income 2013: $107,2062013Revenue 2014: $1,801,627Expenses 2014: $1,703,253Net Income 2014: $98,3742014Revenue 2015: $1,054,052Expenses 2015: $1,147,027Net Income 2015: -$92,9752015Revenue 2016: $743,776Expenses 2016: $726,812Net Income 2016: $16,9642016Revenue 2017: $669,994Expenses 2017: $714,798Net Income 2017: -$44,8042017Revenue 2018: $511,607Expenses 2018: $760,543Net Income 2018: -$248,9362018Revenue 2019: $640,063Expenses 2019: $762,571Net Income 2019: -$122,5082019Revenue 2020: $490,161Expenses 2020: $748,348Net Income 2020: -$258,1872020Revenue 2021: $964,154Expenses 2021: $805,077Net Income 2021: $159,0772021Revenue 2022: $611,829Expenses 2022: $966,679Net Income 2022: -$354,8502022Revenue 2023: $1,030,446Expenses 2023: $1,029,906Net Income 2023: $5402023Revenue 2024: $1,601,423Expenses 2024: $1,324,650Net Income 2024: $276,7732024

Highlighted filing

2018

Revenue$511,607
Expenses$760,543
Net Income-$248,936
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$530,403
Mission and Program Overview

Mission

To improve the social, physical, and economic conditions of the neighborhoods located within the albuquerque pocket of poverty.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$539,903$513,656▼ $26,247
Pledges and Grants Receivable$161,130$431,214▲ $270,084
Cash and Non-Interest-Bearing Accounts$98,777$90,395▼ $8,382
Prepaid Expenses and Deferred Charges$9,572$10,258▲ $686
Total Assets$872,907$1,109,048▲ $236,141
Other Assets Total$63,525$63,525→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$664,619$653,416▼ $11,203
Accounts Payable and Accrued Expenses$50,248$45,462▼ $4,786
Other Liabilities$3,846$4,514▲ $668
Total Liabilities$718,713$703,392▼ $15,321
Net Assets / Fund Balance
Unrestricted Net Assets$79,465$330,927▲ $251,462
Temporarily Rstr Net Assets$74,729$74,729→ $0
Total Net Assets Fund Balance$154,194$405,656▲ $251,462
Total Liabilities and Net Assets / Fund Balance$872,907$1,109,048▲ $236,141

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$462,919$181,662$644,581
Other Land Buildings$27,238$127,678$154,916
Equipment-$13,968$13,968
Land$23,499--
Other Assets Org$63,525--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Rick BurtonPresident
Alma OlivasDirector
Lory SmithDirector
Diana Dorn-jonesExecutive Di
Fred WolfelSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$486,778
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$24,829
All Other Contributions
$14,100
Change in Net Assets
$-248,936

Audited Revenue Reconciliation

Revenue per Audited Statements
$511,607
Total Revenue per Audited Statements
$511,607
Total Revenue per Form 990
$511,607
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$591,922
Other Expenses$168,621
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$418,175$68,075-$486,250
Other Employee Benefits$45,535$7,413-$52,948
Payroll Taxes$45,343$7,381-$52,724
Occupancy$35,374$3,930-$39,304
Insurance$20,909$3,404-$24,313
Fees for Services Other$1,157$20,792-$21,949
Interest-$14,029-$14,029
Travel$12,154--$12,154
Information Technology$8,003$1,303-$9,306
Depreciation Depletion$7,451--$7,451
Office Expenses$4,209--$4,209
Other Expenses$9,446$3,927-$3,927
All Other Expenses$309$3,475-$3,784
Conferences and Meetings$1,772--$1,772
Advertising$525--$525
Total Functional Expenses$610,362$150,181$0$760,543

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$760,543
Total Expenses per Audited Statements$760,543
Total Expenses per Form 990$760,543
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
Due to Other Agencies$2,339
Due to Wwjdc Pto$925
Other$650
Client Trust Account$600
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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, Page 6, Part VI, Line 11B

The form 990 is provided to management and members of the board for review and acceptance prior to submission to the irs.

Form 990, Page 6, Part VI, Line 12C

Members of the board and management are required to report and mitigate any potential conflits of interest as they occur.

Form 990, Page 6, Part VI, Line 19

Documents are made available upon written request.

Filing and Contact Details

Filer

Filer Name
United South Broadway
EIN
85-0371937
Phone
5057648867
Address
PO BOX 25242, ALBUQUERQUE, NM 87102

Signing Officer

Name
Diana Dorn-jones
Title
Executive Director
Phone
5057648867
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Diana Dorn-jones
Formed
1978
Legal Domicile
Nm
Voting Board Members
4
Independent Board Members
4
Employees
11

Preparer

Firm
Moye Waters and Associates
Address
3311 CANDELARIA NE SUITE J, ALBUQUERQUE, NM 87107-1952
Preparer
Ollie D Waters
Phone
5052600616
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Client adjustment 500,398 this is a preliminary estimate of activity to meet filing deadline. An amended return will be filed upon completion of audit.

Raw XML Appendix383 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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IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt043800
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt039434
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0179450
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0462919
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0181662
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0644581
IRS990ScheduleD/EquipmentGrp/DepreciationAmt013968
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt013968
IRS990ScheduleD/ExpensesSubtotalAmt0760543
IRS990ScheduleD/LandGrp/BookValueAmt023499
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt023499
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt063525
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RENT RECEIVABLE
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt027238
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0127678
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0154916
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02339
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1925
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2650
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt3600
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO OTHER AGENCIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO WWJDC PTO
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2OTHER
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc3CLIENT TRUST ACCOUNT
IRS990ScheduleD/RevenueSubtotalAmt0511607
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0513656
IRS990ScheduleD/TotalBookValueOtherAssetsAmt063525
IRS990ScheduleD/TotalExpensesPerForm990Amt0760543
IRS990ScheduleD/TotalLiabilityAmt04514
IRS990ScheduleD/TotalRevenuePerForm990Amt0511607
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0511607
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0760543
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PROVIDED TO MANAGEMENT AND MEMBERS OF THE BOARD FOR REVIEW AND ACCEPTANCE PRIOR TO SUBMISSION TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS OF THE BOARD AND MANAGEMENT ARE REQUIRED TO REPORT AND MITIGATE ANY POTENTIAL CONFLITS OF INTEREST AS THEY OCCUR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CLIENT ADJUSTMENT 500,398 THIS IS A PRELIMINARY ESTIMATE OF ACTIVITY TO MEET FILING DEADLINE. AN AMENDED RETURN WILL BE FILED UPON COMPLETION OF AUDIT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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IRS990/SignificantChangeInd0false
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IRS990/StatesWhereCopyOfReturnIsFldCd0NM
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt074729
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt074729
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0872907
IRS990/TotalAssetsEOYAmt01109048
IRS990/TotalAssetsGrp/BOYAmt0872907
IRS990/TotalAssetsGrp/EOYAmt01109048
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0486778
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0150181
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0610362
IRS990/TotalFunctionalExpensesGrp/TotalAmt0760543
IRS990/TotalGrossUBIAmt024829
IRS990/TotalLiabilitiesBOYAmt0718713
IRS990/TotalLiabilitiesEOYAmt0703392
IRS990/TotalLiabilitiesGrp/BOYAmt0718713
IRS990/TotalLiabilitiesGrp/EOYAmt0703392
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0154194
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0405656
IRS990/TotalProgramServiceExpensesAmt0610362
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0511607
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt024829
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0872907
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01109048
IRS990/TravelGrp/ProgramServicesAmt012154
IRS990/TravelGrp/TotalAmt012154
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnrestrictedNetAssetsGrp/BOYAmt079465
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0330927
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 25242
IRS990/USAddress/CityNm0ALBUQUERQUE
IRS990/USAddress/StateAbbreviationCd0NM
IRS990/USAddress/ZIPCd087102
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.UNITEDSOUTHBROADWAY.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANA DORN-JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05057648867
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITED SOUTH BROADWAY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CORPORATION INC
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0850371937
ReturnHeader/Filer/PhoneNum05057648867
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 25242
ReturnHeader/Filer/USAddress/CityNm0ALBUQUERQUE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NM
ReturnHeader/Filer/USAddress/ZIPCd087102
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C4F4301BCA08B0DA86AB5E5E1BC737D06AE3FF09
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D66BD3CC8366E3365D854C2F224190509AC2AA47
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.68.16.49
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:32:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205855985
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOYE WATERS AND ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03311 CANDELARIA NE SUITE J
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALBUQUERQUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0871071952
ReturnHeader/PreparerPersonGrp/PhoneNum05052600616
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0OLLIE D WATERS
ReturnHeader/ReturnTs02019-11-15T10:32:30-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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.$1.05$0.92$0.13$1.60$1.32$0.28
2023Detailed filing. Detailed filing data is available for this year.$0.87$1.02$0.15$1.03$1.03$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.93$1.08$0.15$0.61$0.97$0.35
2021Detailed filing. Detailed filing data is available for this year.$0.88$0.68$0.21$0.96$0.81$0.16
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.82$0.05$0.49$0.75$0.26
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.70$0.30$0.64$0.76$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.11$0.70$0.41$0.51$0.76$0.25
2017Detailed filing. Detailed filing data is available for this year.$0.87$0.72$0.15$0.67$0.71$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.76$0.20$0.74$0.73$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.89$0.71$0.18$1.05$1.15$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.94$0.66$0.28$1.80$1.70$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.84$0.65$0.19$1.78$1.68$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.79$0.70$0.09$0.91
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.61$2.44$0.17$0.89
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.87$2.58$0.29$1.08