Civic Intelligence

United Way of Eddy County

EIN 85-6004416 • 501(c)3 • Carlsbad, NM

Profile

The United Way of Eddy Countys mission is to identify health and human service needs and responsibly apply resources to meet those needs. The organization strives to improve lives by serving as a resource and information portal, by distributing food and other vital resources, and by awarding grants to other nonprofits.

PO Box EECarlsbad, NM 88221

www.uweddyco.org

Siviq Scores

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

Liabilities / Assets

94th percentile

0.19x

Higher debt load relative to assets than 94% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

91st percentile

0.20x

Higher debt load relative to revenue than 91% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Source year 2025

Net Margin

69th percentile

44%

Higher net margin than 69% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

93rd percentile

$75,761

Higher top officer pay than 93% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

NTEE T • $1M-$5M nonprofits • Source year 2025

Asset Growth

93rd percentile

69%

Faster asset growth than 93% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

64th percentile

64%

Faster revenue growth than 64% of similar nonprofits.

NTEE T • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,205,411

Up $491,412 (+69%) from 2024

Liabilities

Up

$223,816

Up $5,975 (+2.7%) from 2024

Net Assets

Up

$981,595

Up $485,437 (+98%) from 2024

Revenue

Up

$1,113,104

Up $434,815 (+64%) from 2024

Expenses

Up

$628,262

Up $84,980 (+16%) from 2024

Net Income

Up

$484,842

Up $349,835 (+259%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2016: $1,189,963Liabilities 2016: $211,084Net Assets 2016: $978,8792016Assets 2017: $1,185,855Liabilities 2017: $228,584Net Assets 2017: $957,2712017Assets 2018: $1,181,316Liabilities 2018: $290,341Net Assets 2018: $890,9752018Assets 2020: $1,272,010Liabilities 2020: $352,401Net Assets 2020: $919,6092020Assets 2021: $1,266,733Liabilities 2021: $466,452Net Assets 2021: $800,2812021Assets 2022: $905,565Liabilities 2022: $218,336Net Assets 2022: $687,2292022Assets 2023: $625,084Liabilities 2023: $263,933Net Assets 2023: $361,1512023Assets 2024: $713,999Liabilities 2024: $217,841Net Assets 2024: $496,1582024Assets 2025: $1,205,411Liabilities 2025: $223,816Net Assets 2025: $981,5952025

Highlighted filing

2025

Assets$1,205,411
Liabilities$223,816
Net Assets$981,595

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2016: $645,529Expenses 2016: $817,835Net Income 2016: -$172,3062016Revenue 2017: $624,645Expenses 2017: $646,253Net Income 2017: -$21,6082017Revenue 2018: $607,774Expenses 2018: $674,070Net Income 2018: -$66,2962018Revenue 2020: $841,418Expenses 2020: $903,868Net Income 2020: -$62,4502020Revenue 2021: $690,435Expenses 2021: $809,763Net Income 2021: -$119,3282021Revenue 2022: $642,141Expenses 2022: $755,193Net Income 2022: -$113,0522022Revenue 2023: $565,606Expenses 2023: $891,684Net Income 2023: -$326,0782023Revenue 2024: $678,289Expenses 2024: $543,282Net Income 2024: $135,0072024Revenue 2025: $1,113,104Expenses 2025: $628,262Net Income 2025: $484,8422025

Highlighted filing

2025

Revenue$1,113,104
Expenses$628,262
Net Income$484,842

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Dec 11, 2025
Return Version
2024v5.2
Gross Receipts
$1,235,063
Mission and Program Overview

Mission

The raising of funds in carlsbad and south eddy county, new mexico, for agencies in said area carrying on charitable, benevolent, health, and welfare work; to improve people's lives by mobilizing the caring power of communities and to impact the community thereby; uniting as far as possible all the financial campaigns of non-profit charitable, benevolent, health, and welfare organizations; the distribution of the funds so raised among the participating non-profit organizations; protecting the citizens of the area against solicitors for unworthy, inefficient, or unnecessary charitable appeals; and to have and exercise all powers conforming to the laws of the state of new mexico upon non-profit corporations formed under the laws pursuant to and under which the corporation is formed as such laws are in effect or may at any time thereafter be amended.

The United Way of Eddy Countys mission is to identify health and human service needs and responsibly apply resources to meet those needs. The organization strives to improve lives by serving as a resource and information portal, by distributing food and other vital resources, and by awarding grants to other nonprofits

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$388,190$570,847▲ $182,657
Investments in Publicly Traded Securities$137,891$303,163▲ $165,272
Pledges and Grants Receivable$62,958$209,883▲ $146,925
Land, Buildings, and Equipment, Net$121,688$115,417▼ $6,271
Prepaid Expenses and Deferred Charges$3,272$6,101▲ $2,829
Savings and Temporary Cash Investments-$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-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$713,999$1,205,411▲ $491,412
Other Assets Total-$0-
Liabilities
Escrow Account Liability$115,523$135,116▲ $19,593
Grants Payable$91,103$78,007▼ $13,096
Accounts Payable and Accrued Expenses$11,215$10,693▼ $522
Total Liabilities$217,841$223,816▲ $5,975
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$474,754$981,595▲ $506,841
Net Assets With Donor Restrictions$21,404--
Total Net Assets Fund Balance$496,158$981,595▲ $485,437
Total Liabilities and Net Assets / Fund Balance$713,999$1,205,411▲ $491,412

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$68,341$36,799$105,140
Leasehold Improvements$33,020$23,496$56,516
Other Land Buildings$4,056$28,370$32,426
Land$10,000-$10,000
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kyle MarksteinerExecutive DirectorFT$66,736$9,025$75,761

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,174,392
Program Service Revenue
$0
Investment Income
$5,449
Other Revenue
$-66,737
All Other Contributions
$811,017
Change in Net Assets
$484,842

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,235,063
Revenue Not Reported on Financial Statements
$-121,959
Revenue Not Reported on Form 990
$595
Other Revenue Adjustments
$-121,959
Total Revenue per Audited Statements
$1,235,658
Total Revenue per Form 990
$1,113,104
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$238,898
Salaries, Compensation, and Employee Benefits$211,749
Other Expenses$177,615
Total Fundraising Expense$49,287
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$193,778--$193,778
Other Salaries and Wages$82,007$18,165$9,152$109,324
Current Officers, Directors, Trustees, and Key Employees$64,662$9,221$7,544$81,427
Fees for Services Accounting-$45,340-$45,340
Grants to Domestic Individuals$45,120--$45,120
All Other Expenses$21,663$608-$22,271
Payroll Taxes$14,731$1,983$1,622$18,336
Occupancy$11,761$1,402-$13,163
Office Expenses$6,932$530$324$7,786
Advertising$7,623$9$7$7,639
Other Expenses$6,190$844$29,622$7,034
Insurance$5,637$1,238-$6,875
Depreciation Depletion$6,271--$6,271
Pension Plan Contributions$404$1,080-$1,484
Other Employee Benefits-$162$1,016$1,178
Total Functional Expenses$475,812$103,163$49,287$628,262

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$750,221
Expenses per Audited Statements$628,262
Total Expenses per Form 990$628,262
Expenses Not Reported on Form 990$121,959
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Carlsbad Transitional HousingCarlsbad, NM501(c)(3)General Support$16,500
SENM Community ActionCarlsbad, NM501(c)(3)General Support$16,500
Boys & Girls Club of CarlsbadCarlsbad, NM501(c)(3)General Support$11,000
Carlsbad Community of HopeCarlsbad, NM501(c)(3)General Support$10,000
Carlsbad Lifehouse IncCarlsbad, NM501(c)(3)General Support$8,000
Caver City Child AdvocacyCarlsbad, NM501(c)(3)General Support$6,500
Permian Basin CounselingCarlsbad, NM501(c)(3)General Support$6,500
Eddy County CASACarlsbad, NM501(c)(3)General Support$6,250
Oasis Womens ServicesArtesia, NM501(c)(3)General Support$5,050
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$121,959
Fundraising Gross Income$9,700
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Eddy County Clay Shoot$218,464-$43,675-
Dancing with the Eddy County Stars$89,887$8,700$36,908$-28,208
Total Events$369,275$8,700$121,093$-112,393
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
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, Section B, Line 11B

The Executive Director reviews a draft of federal Form 990 and presents itto the Board of Directors at the next scheduled board meeting.

Form 990, Part VI, Section B, Line 12C

No member of United Way of Eddy County Board of Directors or staff shall derive any personal profit or gain, directly or indirectly, by reason of his or her participation with United Way of Eddy County. This shall also include the member's business or other nonprofit affiliations, family and/or significant other, employer, or close associates who may stand to receive a benefit or gain. Each individual shall disclose to the Board Chair any personal interests which he or she may have in any matter pending before the organization and shall refrain from participation in any discussion or decision on such matter. Any new member of the Board of Directors shall be given this policy at the time of their election onto the Board of Directors and the policy will be reviewed annually by the board at a regularly scheduled meeting. We understand that the purposes of this policy are to protect the integrity of United Way of Eddy County and the organization's decision-making process as well as to enable our constituencies to have confidence in the integrity, intentions and actions of the officers, staff, board members and volunteers. To that end, we understand that this policy is not meant to supplement good judgment and all constituents should respect its spirit as well as its wording. In additionaddition, any member of United Way of Eddy County's Board of Directors or Staff shall refrain from obtaining any list of clients or donors for personal or private solicitation purposes at any time during the term of their affiliation.

Form 990, Part VI, Section B, Line 15A

The Board of Directors annually approves all compensation and merit based adjustments for all employees.

Form 990, Part VI, Section C, Line 19

A member of the public may request to inspect documents including tax returns, financial statements and board approved policies at the principal office of the organization. The organization will generally provide the information requested that same day. However, if the request places an 'unreasonable burden' on the organization, the staff will provide copies of the requested information no later than the next business day after the unreasonable circumstances cease to exist (limited to a maximum of five business days after the request). Written requests for documents received by fax, mail, email or overnight services, which include the requester's address, are generally provided to the requester within five business days.

Filing and Contact Details

Filer

Filer Name
United Way of Eddy County
EIN
85-6004416
Phone
5758873504
Address
PO Box EE, Carlsbad, NM 88221

Signing Officer

Name
Tammi Jensch
Title
Chair
Signed
2025-12-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tammi Jensch
Formed
1957
Legal Domicile
Nm
Voting Board Members
14
Independent Board Members
14
Employees
4
Volunteers
1,920

Preparer

Firm
Janice Moen CPA
Address
12 Vista Drive, Hooksett, NH 03106
Preparer
Janice Moen CPA
Phone
5052502231
Supplemental Narrative

Financial Statement Notes

Part IV, Line 2B: Explanation of escrow account liability

Eddy County Health Council works alongside other health and human service organizations to enhance the living conditions for those in Eddy County. The roll of the health council is to complete a community health profile,identify needs & resources, analyze issues and establish priorities. United Way of Eddy County serves as the fiscal agent.

Part X : FIN48 Footnote

The Organization is exempt from federal income tax under Section 50l(c)(3)of the Internal Revenue Code and, therefore, has no provision for federal income taxes. In addition, the Organization qualifies for the charitable contribution deduction under Section 170 of the Code and has been classified as an organization that is not a private foundation. Income determined to be unrelated business taxable income (UBTI) would be taxable.The Organization has concluded that there are no significant uncertain tax positions requiring disclosure, and there are no material amounts ofunrecognized tax benefits. When applicable, the Organization recognizesinterest and penalties related to unrecognized tax benefits as accruedexpenses in the accompanying financial statements. The Organization did not recognize any interest and penalties for the years ended August 31, 2025 and 2024. The Organization is not aware of any matters which would jeopardize its tax-exempt status. There are no federal or state examinations in progress.

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

Event expenses netted against event rev $121959

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IRS990/Desc0211 Services: 211 services significantly increased from the previous fiscal year and 211 calls now average approximately 70 calls a month. The United Way of Eddy County continues to facilitate programs to assist with electric, water and gas bills. The UWEC paid 83 electric bills during the 2024 calendar year. The United Way of Eddy County has recently added a program to assist families during a fire or other emergency. Food Distribution: The United Way of Eddy County continued to organize a monthly food distribution effort. The effort fed 225 families per month at the start of the fiscal year, but was feeding 275 families by the end of the fiscal year. Transit Service: The United Way of Eddy County reimburses Carlsbad Municipal Transit for certain rides to veterans and provides transit passes on an as-needed basis. Special Events: Through its Stuff the Bus program, the United Way of Eddy County raised approximately $38,000 in school supplies for local children. The organizations Day of Caring saw 200 volunteers assist with repairs at ten agencies. The United Way conducts small events throughout the year, such as facilitating a giveaway of bed frames and mattresses and multiple holiday food drives. Scholarships: The United Way of Eddy County provided four scholarships to Eddy County residents during this fiscal year, totaling $6,000. Participating Agencies:Distributions providing financial support to participating local 501(c)(3) organizations in Eddy County qualifying for funding under United Way's participating agency funding guidelines, requirements and obligations. During the fiscal year, the following activities were funded. Affirming Hearts Foundry Home provides residence for teenagers Artesia Literacy Council Artesias Haven of Hope Carlsbad Transitional Housing and Homeless Shelter Carlsbad Literacy Program Carlsbad Community Anti-drug / Gang Coalition Carlsbad and Artesia LifeHouse Carlsbad Community of Hope Center Carlsbad Battered Families Shelter Carlsbad Boys & Girls Club Eddy County CASA provides court appointed special advocates Grammys House is a domestic violence shelter Oasis Womens Center SENM Community Action Corporation- program providing meals to seniors. West Texas Counseling & Guidance Carlsbad Main Street Oasis Christian Fellowship Abundant Harvest Food Program
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