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Community Development : United Ways (Grantmaking)

United Way of Santa Fe County

Live united

four stars

91.97

440 Cerrillos Road Suite A
Santa Fe, NM 87501
tel: (505) 982-2002   Web Site
EIN: 85-0163601

Board Leadership
Miranda Viscoli
Board Chair

CEO
Katherine Freeman
President, CEO

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 91.97 four stars
  Financial 88.65 three stars
  Accountability & Transparency 100.00 four stars
This rating was published 08/01/2018 and includes data from FY2017, the most recent 990 received at that time.

In 2001, United Way of Santa Fe County (UWSFC) adopted "creating lasting change in chronic community conditions" as its mission. After an extensive needs assessment, UWSFC launched the Santa Fe Children's Project (SFCP). The SFCP is an innovative community development initiative that seeks to strengthen families, and the whole community, though a sequential pipeline of early intervention, education, and development opportunities. In its full implementation, families with young children will participate in a wide array of opportunities: social, educational, economic, and community development programs that, taken together, can change the academic, social, and economic conditions of the whole community leading to greatly increased community assets, family strengths, and, ultimately, greater success in children.

In 2001, United Way of Santa Fe County (UWSFC) adopted "creating lasting change in chronic community conditions" as its mission. After an extensive needs assessment, UWSFC launched the Santa Fe Children's Project (SFCP). The SFCP is an innovative community development initiative that seeks to strengthen families, and the whole community, though a sequential pipeline of early intervention, education, and development opportunities. In its full implementation, families with young children will participate in a wide array of opportunities: social, educational, economic, and community development programs that, taken together, can change the academic, social, and economic conditions of the whole community leading to greatly increased community assets, family strengths, and, ultimately, greater success in children.

Financial

three stars

88.65

Accountability & Transparency

four stars

100.00

This rating was published 08/01/2018 and includes data from FY2017, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
80.3%
  Administrative Expenses 6.9%
  Fundraising Expenses 12.6%
  Fundraising Efficiency $0.10
  Working Capital Ratio (years) 0.86
  Program Expenses Growth 10.7%
  Liabilities to Assets 26.4%
All data for Financial Performance Metrics calculations was provided by United Way of Santa Fe County on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by United Way of Santa Fe County on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Santa Fe County (NM) 91.97 four stars
United Way Worldwide (VA) 92.92 four stars
Plymouth Community United Way (MI) 89.48 three stars
United Way of Greater Houston (TX) 87.62 three stars
United Way of Central Oklahoma (OK) 90.91 four stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $3,003,478
   Federated Campaigns $33,543
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $1,076,781
Total Contributions $4,113,802
   Program Service Revenue $0
Total Primary Revenue $4,113,802
   Other Revenue $124,300
TOTAL REVENUE $4,238,102
   
EXPENSES  
   Program Expenses $2,823,693
   Administrative Expenses $229,931
   Fundraising Expenses $438,320
TOTAL FUNCTIONAL EXPENSES $3,491,944
   
Payments to Affiliates $21,478
Excess (or Deficit) for the year $746,158
   
Net Assets $4,429,466

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
The Pre-K Program $812,010 28.7%
First Born Program (FBP) $760,948 26.9%
Home Visiting Program $652,169 23.1%
New Mexico Early Childhood Development Partnership $598,566 21.2%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-06 08/01/2018 91.97 four stars
2016-06 12/22/2017 89.26 three stars
2015-06 05/01/2017 88.03 three stars
2015-06 09/01/2016 87.70 three stars
2014-06 06/01/2016 85.02 three stars
 
CN 2.0
2014-06 11/01/2015 81.86 three stars
2013-06 12/01/2014 82.69 three stars
2012-06 09/01/2013 93.02 four stars
2011-06 08/01/2012 91.20 four stars
2011-06 07/01/2012 88.60 three stars
2010-06 11/01/2011 90.23 four stars
2009-06 09/20/2011 81.74 three stars
 
CN 1.0
2009-06 12/22/2010 80.85 three stars
2008-06 10/01/2009 74.92 two stars
2007-06 09/01/2008 82.26 three stars
2006-06 06/01/2007 68.79 one star
2005-06 09/01/2006 80.01 three stars
2004-06 09/01/2005 74.40 two stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 85-0163601
Name in IRS Master File UNITED WAY OF SANTA FE COUNTY INC
NTEE Code T70
NTEE Classification Fund Raising Organizations That Cross Categories
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (602) Gifts, grants, or loans to other organizations
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date August, 1971
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

Compensation % of Expenses Paid to Title
$171,715 4.91% Katherine Freeman President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
United Way of Santa Fe County (NM) 91.97 four stars
United Way of Blount County (TN) 94.13 four stars
United Way of Olmsted County (MN) 88.98 three stars
United Way of Buffalo & Erie County (NY) 95.25 four stars
United Way of Greater Cincinnati (OH) 89.28 three stars

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Charity Contact Info

United Way of Santa Fe County
440 Cerrillos Road
Suite A
Santa Fe, NM 87501
tel: (505) 982-2002
fax: (505) 983-7586
EIN: 85-0163601

Visit Web Site

Board Leadership

Miranda Viscoli
Board Chair

CEO

Katherine Freeman
President, CEO

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