TY 2024 Form 990

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(1) RODNEY PRUNTY...................................................................... PRES. & CEO	45.00 .................		X	287,752	42,988
(2) VALERIE INGRAM...................................................................... CIO	45.00 .................		X	114,183	16,387
(3) ABIGAIL BORDNER...................................................................... SANTA FE DIR	40.00 .................		X	97,193	12,120
(4) SUSAN ELLSWORTH...................................................................... DIRECTOR OF	40.00 .................		X	101,748	21,410
(5) PAMELA GALLEGOS-MUSSER...................................................................... COO	45.00 .................		X	131,517	7,292
(6) JODY MCKELVEY...................................................................... CHIEF FINANC	45.00 .................		X	90,503	11,432
(7) JAMES PEERY...................................................................... BOARD CHAIR	1.00 .................	X	X	0	0
(8) LORI WALDON...................................................................... IMMEDIATE PA	1.00 .................	X	X	0	0
(9) JANICE TORREZ...................................................................... BOARD CHAIR	1.00 .................	X	X	0	0
(10) KELCY FLANAGAN...................................................................... PUBLIC POLIC	1.00 .................	X	X	0	0
(11) GABRIEL J CASTRO...................................................................... COMM. INVEST	1.00 .................	X	X	0	0
(12) RAUL ANAYA CPA...................................................................... SECRETARY/ T	1.00 .................	X	X	0	0
(13) ROBIN DIVINE...................................................................... CAMPAIGN CO	1.00 .................	X	X	0	0
(14) PAUL MOYA...................................................................... STRATEGIC DE	1.00 .................	X	X	0	0
(15) H NOELLE CHAVEZ...................................................................... RURAL CTY. C	1.00 .................	X	X	0	0
(16) EMILY HOWARD...................................................................... MARKETING CH	1.00 .................	X	X	0	0
(17) TERESA SALAZAR...................................................................... RISETOGETHER	1.00 .................	X	X	0	0

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)
(18) GABRIELLA BLAKEY........................................................................ DIRECTOR	1.00 .......................	X
(19) TOM BRIONES........................................................................ DIRECTOR	1.00 .......................	X
(20) DAVID A BUCHANAN........................................................................ DIRECTOR	1.00 .......................	X
(21) LINDA COOPER........................................................................ DIRECTOR	1.00 .......................	X
(22) ELAINE DARNELL........................................................................ DIRECTOR	1.00 .......................	X
(23) BRIDGET DIXSON........................................................................ DIRECTOR	1.00 .......................	X
(24) JESSE DOMPREH........................................................................ DIRECTOR	1.00 .......................	X
(25) ISAIAH GARCIA........................................................................ DIRECTOR	1.00 .......................	X
(26) MONICA JOJOLA........................................................................ DIRECTOR	1.00 .......................	X
(27) BARBARA J JONES........................................................................ DIRECTOR	1.00 .......................	X
(28) MICHELLE KING VERING........................................................................ DIRECTOR	1.00 .......................	X
(29) YASHODA NAIDOO........................................................................ DIRECTOR	1.00 .......................	X
(30) SAL PERDOMO........................................................................ DIRECTOR	1.00 .......................	X
(31) RAQUEL REEDY........................................................................ DIRECTOR	1.00 .......................	X
(32) JULIE ROWEY........................................................................ DIRECTOR	1.00 .......................	X
(33) DR NIREATA SEALS........................................................................ DIRECTOR	1.00 .......................	X
(34) GARNETT STOKES........................................................................ DIRECTOR	1.00 .......................	X
(35) ANDY STREBE........................................................................ DIRECTOR	1.00 .......................	X
(36) JOHN VALENTINE........................................................................ DIRECTOR	1.00 .......................	X
(37) SHERMAN MCCORKLE........................................................................ MEMBER EMERI	1.00 .......................	X

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2024

Open to Public
Inspection

Name of the organization

UNITED WAY OF NORTH CENTRAL NEW
MEXICO

Employer identification number

85-0277138

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2024

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..	30,514,150	18,391,432	14,360,686	13,675,871	15,965,210	92,907,349
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3	30,514,150	18,391,432	14,360,686	13,675,871	15,965,210	92,907,349
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..						4,055,409
6	Public support. Subtract line 5 from line 4.						88,851,940

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
7	Amounts from line 4..	30,514,150	18,391,432	14,360,686	13,675,871	15,965,210	92,907,349
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...	45,738	96,509	289,998	63,240	371,201	866,686
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..		44,501	9,600	1,261,038	1,617	1,316,756
11	Total support. Add lines 7 through 10						95,090,791

Gross receipts from related activities, etc. (see instructions) ..................

779,315

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 6, column (f) divided by line 11, column (f)) .........

93.440 %

Public support percentage for 2023 Schedule A, Part II, line 14 ...............

96.800 %

16a

33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2024

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5	The value of services or facilities furnished by a governmental unit to the organization without charge
6	Total. Add lines 1 through 5
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c	Add lines 7a and 7b..
8	Public support. (Subtract line 7c from line 6.)

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2020	(b) 2021	(c) 2022	(d) 2023	(e) 2024	(f) Total
9	Amounts from line 6...
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c	Add lines 10a and 10b.
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..
13	Total support. (Add lines 9, 10c, 11, and 12.)..

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2024 (line 8, column (f) divided by line 13, column (f)) .........

Public support percentage from 2023 Schedule A, Part III, line 15 ...............

Section D. Computation of Investment Income Percentage

Investment income percentage for 2024 (line 10c, column (f) divided by line 13, column (f)) ......

Investment income percentage from 2023 Schedule A, Part III, line 17 .............

19a

33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2024

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2024

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2024

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2024

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2024 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2024	(iii) Distributable Amount for 2024
1 Distributable amount for 2024 from Section C, line 6
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2024:
a From 2019.......
b From 2020.......
c From 2021.......
d From 2022.......
e From 2023.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2024 distributable amount
i Carryover from 2019 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2024 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2024 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2024, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2024. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2025. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2020.....
b Excess from 2021.....
c Excess from 2022.....
d Excess from 2023.....
e Excess from 2024.....

Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation
PART II, LINE 10	OTHER, FUNDRAISING, AND ERC 1,315,139

Schedule A (Form 990) 2024

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

Name of the organization

UNITED WAY OF NORTH CENTRAL NEW
MEXICO

Employer identification number

85-0277138

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025) Page 2

Name of organization UNITED WAY OF NORTH CENTRAL NEW MEXICO

Part I	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 3

Name of organization UNITED WAY OF NORTH CENTRAL NEW MEXICO		Employer identification number 85-0277138

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (Rev. 1-2025)

Schedule B (Form 990) (Rev. 1-2025)

Page 4


Name of organization UNITED WAY OF NORTH CENTRAL NEW MEXICO			Employer identification number 85-0277138
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

UNITED WAY OF NORTH CENTRAL NEW
MEXICO

Employer identification number

85-0277138

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds
1	Total number at end of year .........	84
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........	658,331

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) (Rev. 1-2025)

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....	5,446,078	5,127,988	4,420,413	4,479,065	3,076,982
b	Contributions ...	207,580	346,994	457,280	152,969	491,684
c	Net investment earnings, gains, and losses	586,865	410,023	283,556	-171,356	1,020,883
d	Grants or scholarships ...		420,058
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....		18,869	33,261	40,265	110,484
g	End of year balance ......	5,728,072	5,446,078	5,127,988	4,420,413	4,479,065

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

100.000 %

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

Yes

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....
b	Buildings ....
c	Leasehold improvements	437,758	401,214	36,544
d	Equipment ....	795,117	672,561	122,556
e	Other .....	294,179	286,239	7,940
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				167,040

Schedule D (Form 990) (Rev. 1-2025)

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3) Other (A) BANK OF AMERICA INVESTMENT	6,789,771	F
(B) INV. W/ ABQ COMMUNITY FOUNDATION	2,836,114	F
(C) MERILL LYNCH ENDOWMENT	2,236,672	F
(D) CERTIFICATES OF DEPOSIT	72,829	F
(E) LONG-TERM INVESTMENTS	19,724	F
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)	11,955,110

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value
(1)PLANNED GIVING ASSETS				3,930,933
(2)OPERATING LEASE ROU ASSET				876,834
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........				4,807,767

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes
DONOR OPTIONS PAYABLE	2,351,292
RIGHT OF USE OPERATING LEASE LIAB.	909,066
PLANNED GIVING PAYABLE	463,338
NON-CAMPAIGN DONOR OPTION PAYABLE	115,249





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	3,838,945
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) (Rev. 1-2025)

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......			1	11,343,609
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a	650,682
b	Donated services and use of facilities .........	2b	786,693
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d	72,045
e	Add lines 2a through 2d .....................			2e	1,509,420
3	Subtract line 2e from line 1..................			3	9,834,189
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a	20,303
b	Other (Describe in Part XIII.) ...........	4b	6,734,379
c	Add lines 4a and 4b....................			4c	6,754,682
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......			5	16,588,871

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........			1	10,835,803
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a	786,693
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d	72,045
e	Add lines 2a through 2d....................			2e	858,738
3	Subtract line 2e from line 1...................			3	9,977,065
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a	20,303
b	Other (Describe in Part XIII.) ...........	4b	6,734,379
c	Add lines 4a and 4b.....................			4c	6,754,682
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......			5	16,731,747

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation
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 GENERALLY ACCEPTED ACCOUNTING PRINCIPLES 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, 2025 AND 2024, RESPECTIVELY.
SCHEDULE D, PAGE 4, PART XI, LINE 2D	FUNDRAISING EXPENSES 72,045
SCHEDULE D, PAGE 4, PART XI, LINE 4B	AMOUNTS RAISED ON BEHALF OF OTHERS 6,734,379
SCHEDULE D, PAGE 4, PART XII, LINE 2D	FUNDRAISING EXPENSE 72,045
SCHEDULE D, PAGE 4, PART XII, LINE 4B	AMOUNTS RAISED ON BEHALF OF OTHERS 6,734,379

Schedule D (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE G (Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Supplemental Information Regarding
Fundraising or Gaming Activities

Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrow

Attach to Form 990 or Form 990-EZ.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization
UNITED WAY OF NORTH CENTRAL NEW
MEXICO

Employer identification number

85-0277138

Part I

Fundraising Activities.Complete if the organization answered "Yes" on Form 990, Part IV, line 17.

Form 990-EZ filers are not required to complete this part.

Indicate whether the organization raised funds through any of the following activities. Check all that apply.

a	Mail solicitations	e	Solicitation of non-government grants
b	Internet and email solicitations	f	Solicitation of government grants
c	Phone solicitations	g	Special fundraising events
d	In-person solicitations

Did the organization have a written or oral agreement with any individual (including officers, directors, trustees

or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?

YesNo

If "Yes," list the 10 highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.

(i) Name and address of individual or entity (fundraiser)	(iii) Did fundraiser have custody or control of contributions?
	Yes	No










Total . . . . . . . . . . . . . . . . . . . .

List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 50083H

Schedule G (Form 990) (Rev. 1-2025)

Page 2

Part II

Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.

		(a) Event #1 MOSAIC CELEBRAT (event type)	(b) Event #2 (event type)	(c) Other events (total number)	(d) Total events (add col. (a) through col. (c))
1	Gross receipts . . . . .	32,400			32,400
2	Less: Contributions . . . .	16,416			16,416
3	Gross income (line 1 minus line 2) . . . . . .	15,984			15,984

4	Cash prizes . . . . .
5	Noncash prizes . . . .	769	769
6	Rent/facility costs . . . .	8,249	8,249
7	Food and beverages . . .	22,778	22,778
8	Entertainment . . . .	4,376	4,376
9	Other direct expenses . . .	35,212	35,212
10	Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . .		71,384
11	Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . .		-55,400

Part III

Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.

		(a) Bingo	(b) Pull tabs/Instant bingo/progressive bingo	(c) Other gaming	(d) Total gaming (add col.(a) through col.(c))
1	Gross revenue . . . . .

2	Cash prizes . . . . .
3	Noncash prizes . . . .
4	Rent/facility costs . . . .
5	Other direct expenses . . .

Volunteer labor . . . .

	Yes %
	No

	Yes %
	No

	Yes %
	No

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

Enter the state(s) in which the organization conducts gaming activities:

Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .

YesNo

If "No," explain:

10a

Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .

YesNo

If "Yes," explain:

Schedule G (Form 990) (Rev. 1-2025)

Page 3

Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .

YesNo

Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity

formed to administer charitable gaming? . . . . . . . . . . . . . . . . .

YesNo

Indicate the percentage of gaming activity conducted in:

The organization's facility . . . . . . . . . . . . . . . . . .

13a

An outside facility . . . . . . . . . . . . . . . . . . . .

13b

Enter the name and address of the person who prepares the organization's gaming/special events books and records:

Name

Address

15a

Does the organization have a contract with a third party from whom the organization receives gaming

revenue? . . . . . . . . . . . . . . . . . . . . . . . .

YesNo

If "Yes," enter the amount of gaming revenue received by the organization right arrow

$ and the

amount of gaming revenue retained by the third party right arrow

$ .

If "Yes," enter name and address of the third party:

Name

Address

Gaming manager information:

Name

Gaming manager compensation right arrow

Description of services provided right arrow

Director/officer Employee Independent contractor

Mandatory distributions:

Is the organization required under state law to make charitable distributions from the gaming proceeds to

retain the state gaming license? . . . . . . . . . . . . . . . . . . .

YesNo

Enter the amount of distributions required under state law distributed to other exempt organizations or spent

in the organization's own exempt activities during the tax year right arrow

Part IV

Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also provide any additional information. See instructions.

Return Reference	Explanation

Schedule G (Form 990) (Rev. 1-2025)

Additional Data

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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Grants and Other Assistance to Organizations,
Governments and Individuals in the United States

Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet

Attach to Form 990.
lBullet

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization
UNITED WAY OF NORTH CENTRAL NEW
MEXICO

Employer identification number
85-0277138

Part I

General Information on Grants and Assistance

Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................

Yes No

Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.

Part II

Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient

that received more than $5,000. Part II can be duplicated if additional space is needed.

(a) Name and address of organization or government	(b) EIN	(c) IRC section (if applicable)	(d) Amount of cash grant	(e) Amount of non-cash assistance	(f) Method of valuation (book, FMV, appraisal, other)	(g) Description of noncash assistance	(h) Purpose of grant or assistance
(1) SEE ATTACHED SCHEDULES			4,837,325				SEE ATTACHED LIST

Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image

238

Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50055P

Schedule I (Form 990) Rev. 1-2025

Page 2

Part III

Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.

(a) Type of grant or assistance	(b) Number of recipients	(c) Amount of cash grant	(d) Amount of noncash assistance	(e) Method of valuation (book, FMV, appraisal, other)	(f) Description of noncash assistance

(1)
(2)
(3)
(4)
(5)
(6)
(7)

Part IV

Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.

Return Reference

Explanation

SCHEDULE I, PAGE 1, PART I, LINE 2

UNITED WAY OF NORTH CENTRAL NEW MEXICO FUNDS GRANTS THROUGH THEIR COMMUNITY FUND PROGRAM BY MEANS OF PRIORITY FOCUS AREA GRANTS, IN WHICH QUALIFYING NONPROFIT ORGANIZATIONS APPLY FOR AND GO THROUGH AN ANNUAL COMPETITIVE PROCESS. PROGRAMS ARE EXAMINED FOR NEED, EFFICIENCY, EFFECTIVENESS, AND FINANCIAL ACCOUNTABILITY BY OVER 300 COMMUNITY VOLUNTEERS. UNDER THE DONOR OPTION PROGRAM, DONORS HAVE THE OPTION TO DESIGNATE CONTRIBUTIONS TO ANY ORGANIZATIONS WHICH ARE TAX-EXEMPT UNDER IRC SECTION 501(C)(3). UWNCNM REMITS COLLECTED CONTRIBUTIONS ON A MONTHLY BASIS TO THE DESIGNATED ORGANIZATIONS.

Schedule I (Form 990) Rev. 1-2025

Additional Data

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Schedule J
(Form 990)
(Rev. January 2025)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public Inspection

Name of the organization

UNITED WAY OF NORTH CENTRAL NEW
MEXICO

Employer identification number

85-0277138

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) (Rev. 1-2025)

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1RODNEY PRUNTY PRES. & CEO	(i) (ii)	262,752 -------------	25,000 -------------	-------------	34,541 -------------	8,447 -------------	330,740 -------------	-------------

Schedule J (Form 990) (Rev. 1-2025)

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference	Explanation

Schedule J (Form 990) (Rev. 1-2025)

Additional Data

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SCHEDULE O
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

Open to Public
Inspection

Name of the organization

UNITED WAY OF NORTH CENTRAL NEW
MEXICO

Employer identification number

85-0277138

Return Reference	Explanation
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	UNITED WAY ADMINISTERS THE FOLLOWING PROGRAMS: RISING TOGETHER THE COMMUNITY IMPACT TEAM WORKS ON PROJECTS THAT DELIVER COLLECTIVE IMPACT TO ITS SERVICE AREA. WE CALL THIS BODY OF WORK RISING TOGETHER AND IT FOCUSES ON THE FOLLOWING TOPICS: K-12 LEARNING, COLLEGE/CAREER READINESS, ADULTS IN EDUCATION AND FAMILY RESILIENCE. 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. NMPED IS TAKING ON A LARGER ROLE IN IMPLEMENTING THE CONFERENCES SO THAT THE ATTENDANCE SUPPORT GROUP CAN FOCUS ON CONTENT GOING FORWARD. UWNCNM ALSO PARTNERS WITH NMPED IN PRESENTING VIRTUAL WORKSHOPS TO ADDRESS THE NEEDS OF ATTENDANCE TEAMS IN-BETWEEN CONFERENCES. UWNCNM'S ATTENDANCE TEAM SUPPORT GROUP CONTINUES TO PARTNER WITH APS TO OFFER TWO ANNUAL APS SPECIFIC CONFERENCES THAT SUPPORT APS ATTENDANCE TEAMS AS THEY CREATE AND IMPLEMENT THEIR STATEWIDE ATTENDANCE IMPROVEMENT PLANS. A MAJOR ATTENDANCE TOPIC IN 2024 FOR ALL CONFERENCES WAS THE IMPORTANCE OF DEVELOPING RELATIONSHIPS WITH STUDENTS AND FAMILIES AS AN IMPORTANT FACTOR IN REDUCING BARRIERS TO ATTENDANCE. IN TOTAL, 56 DISTRICTS AND OVER 150 SCHOOLS PARTICIPATED. 93% OF SURVEY RESPONDENTS SAID THAT AFTER THE CONFERENCE, THEY FELT POSITIVE ABOUT THE DIRECTION OF THEIR ATTENDANCE WORK AND 97% OF SURVEY RESPONDENTS AGREED THAT, AFTER THE CONFERENCE, THEY FELT THEIR SCHOOL IS MORE PREPARED TO START THEIR ATTENDANCE STRATEGIES NEXT SCHOOL YEAR MORE QUICKLY. 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 OVER 7,600 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. 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 EDUCATIONAL PURSUITS. THESE MAY INCLUDE UPSKILLING THROUGH TRAINING AND CERTIFICATIONS, DEGREE ATTAINMENT, PROFESSIONAL DEVELOPMENT AND LITERACY COURSES. FAMILY RESILIENCE WHEN CHILDREN ARE HOMELESS, THE STRESS, TRAUMA AND ACADEMIC DISRUPTIONS THEY EXPERIENCE LEAD TO PROBLEMS IN SCHOOL - PROBLEMS THAT CAN CONTINUE THROUGHOUT LIFE. WHEN FAMILIES HAVE STABLE HOUSING, THEY ARE BETTER ABLE TO ACHIEVE THEIR EDUCATIONAL GOALS, LEADING TO BETTER EMPLOYMENT AND HEALTH OUTCOMES. UWNCNM WORKS TO PREVENT FAMILY HOMELESSNESS AND SCHOOL INSTABILITY IN PARTNERSHIP WITH THE SIEMER FAMILY FOUNDATION, VETERANS INTEGRATION CENTER AND UNITED SOUTH BROADWAY THROUGH A PREVENTATIVE PROGRAM FOR FAMILIES WHO ARE ONE PAYCHECK OR EMERGENCY AWAY FROM BECOMING HOMELESS. PROGRAM PARTICIPANTS ENHANCE VALUABLE SKILLS THAT CONTRIBUTE TO SELF-EFFICACY, SUCH AS FINANCIAL LITERACY AND RESOURCE ATTAINMENT. THIS LEADS FAMILIES TO EXPERIENCE STABILITY AND THRIVE, A KEY OUTCOME FOR RISING TOGETHER. COMMUNITY INVESTMENT FUND THE COMMUNITY INVESTMENT FUND PROVIDES GRANTS TO QUALIFYING HEALTH AND HUMAN SERVICES AGENCIES IN NORTH CENTRAL NEW MEXICO. THE COMMUNITY FUND ADVANCES THE COMMON GOOD AND WORKS TO CREATE A STRONGER COMMUNITY. WE PROVIDE GRANTS IN THREE AREAS: 1) IMPACT GRANTS THAT FOCUS ON EDUCATIONAL ATTAINMENT, FAMILY/HOUSING STABILITY AND SAFETY/WELL BEING; 2) BASIC NEEDS GRANTS SUPPORT EMERGENT NEEDS, SUCH AS FOOD AND EMERGENCY SHELTER; AND 3) CAPACITY BUILDING GRANTS IMPROVE A NONPROFIT'S ABILITY TO FULFILL ITS MISSION. COMMUNITY INVESTMENT FUND EXPENSES ARE PRESENTED UNDER THE IMPACT GRANTS,BASIC NEEDS GRANTS AND CAPACITY BUILDING GRANTS HEADINGS IN THE STATEMENTS OF ACTIVITIES. TAX HELP NEW MEXICO TAX HELP NEW MEXICO PROVIDES FREE TAX PREPARATION TO NEW MEXICO HOUSEHOLDS WITH AN ANNUAL HOUSEHOLD INCOME 65,000 OR LESS. 190 VOLUNTEERS COMPLETED 9,843 RETURNS IN 2024, SAVING NEW MEXICO FILERS MORE THAN 3.6 MILLION IN TAX PREPARATION FEES. THIS PROGRAM WAS RESPONSIBLE FOR RETURNING 16.2 MILLION IN TAX REFUNDS/REBATES TO NEW MEXICANS WHICH ALLOWS FAMILIES TO BUILD THEIR FINANCIAL STABILITY AND IMPACTS NEW MEXICO'S ECONOMY. TAX HELP NEW MEXICO EXPENSES ARE PRESENTED UNDER THE OTHER INITIATIVES HEADING IN THE STATEMENTS OF ACTIVITIES. VOLUNTEERS COMPLETED 7,300 RETURNS IN 2022 AND 9,433 IN 2023. THE PROGRAM WAS RESPONSIBLE FOR RETURNING 15.9 MILLION AND 16.1 MILLION IN TAX REFUNDS/REBATES IN 2022 AND 2023 RESPECTIVELY. THOSE NUMBERS REFLECT A 29% INCREASE IN RETURNS PROCESSED AND A 1.25% INCREASE IN TAX REFUNDS/REBATES FROM 2022 TO 2023. 211 HELPLINE 211 IS AN INFORMATION AND REFERRAL HELPLINE THAT CONNECTS CALLERS WITH HUMAN SERVICES IN THE FIVE-COUNTY AREA UWNCNM SERVES AS WELL AS CATRON, CIBOLA, MCKINLEY AND SOCORRO COUNTIES. USAGE OF THIS SERVICE INCREASED TREMENDOUSLY IN THE LAST TWO YEARS, REFLECTING BOTH INCREASED NEEDS AND EFFORTS TO INFORM THE COMMUNITY ABOUT 211. THE HELPLINE ANSWERED 5,155 CALLS IN 2022, 10,713 IN 2023, AND 19,298 IN 2024: A 107% INCREASE FROM 2022 TO 2023 AND A 80% INCREASE FROM 2023 TO 2024. THE HELPLINE PROVIDED 9,648 REFERRALS IN 2022, 16,588 IN 2023, AND 21,396 IN 2024: A 72% INCREASE FROM 2022 TO 2023 AND A 29% INCREASE FROM 2023 TO 2024. 211 EXPENSES ARE PRESENTED UNDER THE OTHER INITIATIVES HEADING IN THE STATEMENTS OF ACTIVITIES. RIDE UNITED TRANSPORTATION TO MEDICAL APPOINTMENTS, JOB INTERVIEWS, OR OTHER NECESSARY APPOINTMENTS IS A CHALLENGE FOR MANY NEW MEXICANS. WHEN PEOPLE DON'T HAVE RELIABLE TRANSPORTATION TO ALLOW THEM TO TAKE CARE OF BASIC NEEDS, THE RESULTING COMPOUNDING PROBLEMS CAN TRAP FAMILIES IN THE CYCLE OF POVERTY. OPERATED THROUGH 211 HELPLINE, UWNCNM SPONSORS RIDE UNITED IN SANTA FE COUNTY TO PROVIDE COMPLIMENTARY LYFT RIDES FOR PEOPLE WHO HAVE NO OTHER OPTIONS FOR TRANSPORTATION TO CRITICAL APPOINTMENTS. IN 2023, RIDE UNITED PROVIDED 2,773 RIDES. THE TOP NEED PROVIDED WAS FOR HEALTH/MEDICAL REASONS WITH 83% OF RIDERS USING IT FOR THIS PURPOSE. 26% OF RIDERS WERE SENIORS. IN 2024, RIDE UNITED PROVIDED 2,798 RIDES. THE TOP NEED PROVIDED WAS 52% FOR HEALTH/MEDICAL REASONS AND 13% FOOD ACCESS. 33% OF RIDERS WERE SENIORS. FAMILY ADVOCACY CENTER ESTABLISHED IN 2007 TO CHANGE THE SYSTEM OF CARE FOR VICTIMS OF DOMESTIC AND INTERPERSONAL VIOLENCE, THE FAMILY ADVOCACY CENTER (FAC) IS A SERVICE FOR VICTIMS THAT OFFERS A SAFE, SECURE AND CARING ENVIRONMENT FOCUSED ON THE NEEDS OF VICTIMS OF INTERPERSONAL CRIME. THE FAC HOUSES MANY DIFFERENT AGENCIES WORKING TOGETHER UNDER ONE ROOF. THE UNIQUE DESIGN OF THE FACILITY DRAMATICALLY REDUCES THE STRESS AND TRAUMA VICTIMS AND THEIR FAMILIES OFTEN ENDURE BY GIVING THEM ACCESS TO A WIDE RANGE OF SUPPORT SERVICES AT ONE LOCATION. SERVICES INCLUDE MEDICAL CARE, ADVOCACY, LEGAL AND FINANCIAL ASSISTANCE, AS WELL AS LAW ENFORCEMENT AND PROSECUTION. MORE THAN 5,900 PEOPLE SOUGHT SERVICES AT THE FAC IN 2024. THE YOUNGEST VICTIM WAS TWO M
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.
FORM 990, PART XI, LINE 9	FUNDRAISING EXPENSES 72,045 AMOUNTS RAISED ON BEHALF OF OTHERS -6,734,379 FUNDRAISING EXPENSE -72,045 AMOUNTS RAISED ON BEHALF OF OTHERS 6,734,379

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) (Rev. 1-2025)

Additional Data

Software ID:
Software Version:

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	13,675,871	15,965,210
9	Program service revenue (Part VIII, line 2g) .........	224,434	303,125
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	75,545	371,201
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	1,261,038	-50,665
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	15,236,888	16,588,871
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	10,556,063	10,451,268
14	Benefits paid to or for members (Part IX, column (A), line 4).....		0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	4,473,417	4,620,950
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....		0
b	Total fundraising expenses (Part IX, column (D), line 25) 2,185,496
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	1,648,804	1,659,529
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	16,678,284	16,731,747
19	Revenue less expenses. Subtract line 18 from line 12.......	-1,441,396	-142,876
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	22,530,189	24,225,316
21	Total liabilities (Part X, line 26).............	4,532,435	5,719,756
22	Net assets or fund balances. Subtract line 21 from line 20.....	17,997,754	18,505,560

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 13,665,567 including grants of $ 10,451,268 ) (Revenue $ 303,125 )
	UNITED WAY ADMINISTERS THE FOLLOWING PROGRAMS: RISING TOGETHER THE COMMUNITY IMPACT TEAM WORKS ON PROJECTS THAT DELIVER COLLECTIVE IMPACT TO ITS SERVICE AREA. WE CALL THIS BODY OF WORK RISING TOGETHER AND IT FOCUSES ON THE FOLLOWING TOPICS: K-12 LEARNING, COLLEGE/CAREER READINESS, ADULTS IN EDUCATION AND FAMILY RESILIENCE. 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. NMPED IS TAKING ON A LARGER ROLE IN IMPLEMENTING THE CONFERENCES SO THAT THE ATTENDANCE SUPPORT GROUP CAN FOCUS ON CONTENT GOING FORWARD. UWNCNM ALSO PARTNERS WITH NMPED IN PRESENTING VIRTUAL WORKSHOPS TO ADDRESS THE NEEDS OF ATTENDANCE TEAMS IN-BETWEEN CONFERENCES. UWNCNM'S ATTENDANCE TEAM SUPPORT GROUP CONTINUES TO PARTNER WITH APS TO OFFER TWO ANNUAL APS SPECIFIC CONFERENCES THAT SUPPORT APS ATTENDANCE TEAMS AS THEY CREATE AND IMPLEMENT THEIR STATEWIDE ATTENDANCE IMPROVEMENT PLANS. A MAJOR ATTENDANCE TOPIC IN 2024 FOR ALL CONFERENCES WAS THE IMPORTANCE OF DEVELOPING RELATIONSHIPS WITH STUDENTS AND FAMILIES AS AN IMPORTANT FACTOR IN REDUCING BARRIERS TO ATTENDANCE. IN TOTAL, 56 DISTRICTS AND OVER 150 SCHOOLS PARTICIPATED. 93% OF SURVEY RESPONDENTS SAID THAT AFTER THE CONFERENCE, THEY FELT POSITIVE ABOUT THE DIRECTION OF THEIR ATTENDANCE WORK AND 97% OF SURVEY RESPONDENTS AGREED THAT, AFTER THE CONFERENCE, THEY FELT THEIR SCHOOL IS MORE PREPARED TO START THEIR ATTENDANCE STRATEGIES NEXT SCHOOL YEAR MORE QUICKLY. 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 OVER 7,600 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. 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 EDUCATIONAL PURSUITS. THESE MAY INCLUDE UPSKILLING THROUGH TRAINING AND CERTIFICATIONS, DEGREE ATTAINMENT, PROFESSIONAL DEVELOPMENT AND LITERACY COURSES. FAMILY RESILIENCE WHEN CHILDREN ARE HOMELESS, THE STRESS, TRAUMA AND ACADEMIC DISRUPTIONS THEY EXPERIENCE LEAD TO PROBLEMS IN SCHOOL - PROBLEMS THAT CAN CONTINUE THROUGHOUT LIFE. WHEN FAMILIES HAVE STABLE HOUSING, THEY ARE BETTER ABLE TO ACHIEVE THEIR EDUCATIONAL GOALS, LEADING TO BETTER EMPLOYMENT AND HEALTH OUTCOMES. UWNCNM WORKS TO PREVENT FAMILY HOMELESSNESS AND SCHOOL INSTABILITY IN PARTNERSHIP WITH THE SIEMER FAMILY FOUNDATION, VETERANS INTEGRATION CENTER AND UNITED SOUTH BROADWAY THROUGH A PREVENTATIVE PROGRAM FOR FAMILIES WHO ARE ONE PAYCHECK OR EMERGENCY AWAY FROM BECOMING HOMELESS. PROGRAM PARTICIPANTS ENHANCE VALUABLE SKILLS THAT CONTRIBUTE TO SELF-EFFICACY, SUCH AS FINANCIAL LITERACY AND RESOURCE ATTAINMENT. THIS LEADS FAMILIES TO EXPERIENCE STABILITY AND THRIVE, A KEY OUTCOME FOR RISING TOGETHER. COMMUNITY INVESTMENT FUND THE COMMUNITY INVESTMENT FUND PROVIDES GRANTS TO QUALIFYING HEALTH AND HUMAN SERVICES AGENCIES IN NORTH CENTRAL NEW MEXICO. THE COMMUNITY FUND ADVANCES THE COMMON GOOD AND WORKS TO CREATE A STRONGER COMMUNITY. WE PROVIDE GRANTS IN THREE AREAS: 1) IMPACT GRANTS THAT FOCUS ON EDUCATIONAL ATTAINMENT, FAMILY/HOUSING STABILITY AND SAFETY/WELL BEING; 2) BASIC NEEDS GRANTS SUPPORT EMERGENT NEEDS, SUCH AS FOOD AND EMERGENCY SHELTER; AND 3) CAPACITY BUILDING GRANTS IMPROVE A NONPROFIT'S ABILITY TO FULFILL ITS MISSION. COMMUNITY INVESTMENT FUND EXPENSES ARE PRESENTED UNDER THE IMPACT GRANTS,BASIC NEEDS GRANTS AND CAPACITY BUILDING GRANTS HEADINGS IN THE STATEMENTS OF ACTIVITIES. TAX HELP NEW MEXICO TAX HELP NEW MEXICO PROVIDES FREE TAX PREPARATION TO NEW MEXICO HOUSEHOLDS WITH AN ANNUAL HOUSEHOLD INCOME 65,000 OR LESS. 190 VOLUNTEERS COMPLETED 9,843 RETURNS IN 2024, SAVING NEW MEXICO FILERS MORE THAN 3.6 MILLION IN TAX PREPARATION FEES. THIS PROGRAM WAS RESPONSIBLE FOR RETURNING 16.2 MILLION IN TAX REFUNDS/REBATES TO NEW MEXICANS WHICH ALLOWS FAMILIES TO BUILD THEIR FINANCIAL STABILITY AND IMPACTS NEW MEXICO'S ECONOMY. TAX HELP NEW MEXICO EXPENSES ARE PRESENTED UNDER THE OTHER INITIATIVES HEADING IN THE STATEMENTS OF ACTIVITIES. VOLUNTEERS COMPLETED 7,300 RETURNS IN 2022 AND 9,433 IN 2023. THE PROGRAM WAS RESPONSIBLE FOR RETURNING 15.9 MILLION AND 16.1 MILLION IN TAX REFUNDS/REBATES IN 2022 AND 2023 RESPECTIVELY. THOSE NUMBERS REFLECT A 29% INCREASE IN RETURNS PROCESSED AND A 1.25% INCREASE IN TAX REFUNDS/REBATES FROM 2022 TO 2023. 211 HELPLINE 211 IS AN INFORMATION AND REFERRAL HELPLINE THAT CONNECTS CALLERS WITH HUMAN SERVICES IN THE FIVE-COUNTY AREA UWNCNM SERVES AS WELL AS CATRON, CIBOLA, MCKINLEY AND SOCORRO COUNTIES. USAGE OF THIS SERVICE INCREASED TREMENDOUSLY IN THE LAST TWO YEARS, REFLECTING BOTH INCREASED NEEDS AND EFFORTS TO INFORM THE COMMUNITY ABOUT 211. THE HELPLINE ANSWERED 5,155 CALLS IN 2022, 10,713 IN 2023, AND 19,298 IN 2024: A 107% INCREASE FROM 2022 TO 2023 AND A 80% INCREASE FROM 2023 TO 2024. THE HELPLINE PROVIDED 9,648 REFERRALS IN 2022, 16,588 IN 2023, AND 21,396 IN 2024: A 72% INCREASE FROM 2022 TO 2023 AND A 29% INCREASE FROM 2023 TO 2024. 211 EXPENSES ARE PRESENTED UNDER THE OTHER INITIATIVES HEADING IN THE STATEMENTS OF ACTIVITIES. RIDE UNITED TRANSPORTATION TO MEDICAL APPOINTMENTS, JOB INTERVIEWS, OR OTHER NECESSARY APPOINTMENTS IS A CHALLENGE FOR MANY NEW MEXICANS. WHEN PEOPLE DON'T HAVE RELIABLE TRANSPORTATION TO ALLOW THEM TO TAKE CARE OF BASIC NEEDS, THE RESULTING COMPOUNDING PROBLEMS CAN TRAP FAMILIES IN THE CYCLE OF POVERTY. OPERATED THROUGH 211 HELPLINE, UWNCNM SPONSORS RIDE UNITED IN SANTA FE COUNTY TO PROVIDE COMPLIMENTARY LYFT RIDES FOR PEOPLE WHO HAVE NO OTHER OPTIONS FOR TRANSPORTATION TO CRITICAL APPOINTMENTS. IN 2023, RIDE UNITED PROVIDED 2,773 RIDES. THE TOP NEED PROVIDED WAS FOR HEALTH/MEDICAL REASONS WITH 83% OF RIDERS USING IT FOR THIS PURPOSE. 26% OF RIDERS WERE SENIORS. IN 2024, RIDE UNITED PROVIDED 2,798 RIDES. THE TOP NEED PROVIDED WAS 52% FOR HEALTH/MEDICAL REASONS AND 13% FOOD ACCESS. 33% OF RIDERS WERE SENIORS. FAMILY ADVOCACY CENTER ESTABLISHED IN 2007 TO CHANGE THE SYSTEM OF CARE FOR VICTIMS OF DOMESTIC AND INTERPERSONAL VIOLENCE, THE FAMILY ADVOCACY CENTER (FAC) IS A SERVICE FOR VICTIMS THAT OFFERS A SAFE, SECURE AND CARING ENVIRONMENT FOCUSED ON THE NEEDS OF VICTIMS OF INTERPERSONAL CRIME. THE FAC HOUSES MANY DIFFERENT AGENCIES WORKING TOGETHER UNDER ONE ROOF. THE UNIQUE DESIGN OF THE FACILITY DRAMATICALLY REDUCES THE STRESS AND TRAUMA VICTIMS AND THEIR FAMILIES OFTEN ENDURE BY GIVING THEM ACCESS TO A WIDE RANGE OF SUPPORT SERVICES AT ONE LOCATION. SERVICES INCLUDE MEDICAL CARE, ADVOCACY, LEGAL AND FINANCIAL ASSISTANCE, AS WELL AS LAW ENFORCEMENT AND PROSECUTION. MORE THAN 5,900 PEOPLE SOUGHT SERVICES AT THE FAC IN 2024. THE YOUNGEST VICTIM WAS TWO M

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses13,665,567

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	822,896	111,629

(A) Name and business address	(B) Description of services	(C) Compensation





2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization

1	Briefly describe the organization’s mission or most significant activities: 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.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	32
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	31
5	Total number of individuals employed in calendar year 2024 (Part V, line 2a) ......	5	63
6	Total number of volunteers (estimate if necessary) .............	6	965
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c	16,416
d	Related organizations		1d
e	Government grants (contributions)		1e	126,950

f	All other contributions, gifts, grants, and similar amounts not included above		1f	15,821,844

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		15,965,210

		Business Code
2a	AFFILIATED PROGRAMS & ACTIV.	900099	303,125	303,125
b
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		303,125

3 Investment income (including dividends, interest, and othersimilar amounts) ......			371,201			371,201
4 Income from investment of tax-exempt bond proceeds
5 Royalties...........
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c
d	Net rental income or (loss).......
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a	250,000
b	Less: cost or other basis and sales expenses	7b	250,000
c	Gain or (loss)	7c
d	Net gain or (loss).........
8a	Gross income from fundraising events (not including $ 16,416of contributions reported on line 1c). See Part IV, line 18 ....
			8a	15,984
b	Less: direct expenses ...		8b	71,384
c	Net income or (loss) from fundraising events..			-55,400			-55,400
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a	3,779
b	Less: direct expenses ...		9b	661
c	Net income or (loss) from gaming activities..			3,118			3,118
10a	Gross sales of inventory, less returns and allowances ..
			10a
b	Less: cost of goods sold ..		10b
c	Net income or (loss) from sales of inventory..

Business Code
11a	OTHER INCOME			1,617			1,617
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			1,617
12	Total revenue. See instructions.....			16,588,871	303,125		320,536

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	10,451,268	10,451,268
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............
4	Benefits paid to or for members .......
5	Compensation of current officers, directors, trustees, and key employees ...........	1,049,007	474,131	180,415	394,461
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........
7	Other salaries and wages........	2,856,890	1,304,350	492,656	1,059,884
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	166,296	69,561	28,039	68,696
9	Other employee benefits .......	266,359	111,417	44,911	110,031
10	Payroll taxes ...........	282,398	118,126	47,615	116,657
11	Fees for services (non-employees):
a	Management ......
b	Legal .........
c	Accounting ...........	40,521	31,710	1,092	7,719
d	Lobbying ...........
e	Professional fundraising services. See Part IV, line 17
f	Investment management fees ......	20,303		20,303
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	42,915	33,583	1,157	8,175
12	Advertising and promotion ....	166,882	85,895	8,045	72,942
13	Office expenses .......	37,598	35,009	259	2,330
14	Information technology ......	394,629	308,818	10,636	75,175
15	Royalties ..
16	Occupancy ...........	137,859	118,134	9,686	10,039
17	Travel ............	157,567	104,908	6,160	46,499
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .
19	Conferences, conventions, and meetings ....
20	Interest ...........
21	Payments to affiliates .......	144,914	72,457	7,246	65,211
22	Depreciation, depletion, and amortization ..	60,787	7,598	9,878	43,311
23	Insurance ...	31,304	15,652	1,565	14,087
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	DUES AND SUBSCRIPTIONS	101,286	85,480	1,581	14,225
b	TELEPHONE	99,157	74,833	2,267	22,057
c	MISC. EXPENSES	64,496	56,484	2,045	5,967
d	CO BRANDED EXPENSES	36,783	36,783
e	All other expenses	122,528	69,370	5,128	48,030
25	Total functional expenses. Add lines 1 through 24e	16,731,747	13,665,567	880,684	2,185,496
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			2,636,604	1	439,604
2	Savings and temporary cash investments .........			1,027,403	2	780,241
3	Pledges and grants receivable, net ......			4,380,043	3	5,883,126
4	Accounts receivable, net .............				4
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
					5
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
					6
7	Notes and loans receivable, net ...........				7
8	Inventories for sale or use ............				8
9	Prepaid expenses and deferred charges ......			240,921	9	192,428
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	1,527,054
b	Less: accumulated depreciation	10b	1,360,014	184,294	10c	167,040
11	Investments—publicly traded securities .				11
12	Investments—other securities. See Part IV, line 11 .....			9,503,249	12	11,955,110
13	Investments—program-related. See Part IV, line 11 ..				13
14	Intangible assets ...............				14
15	Other assets. See Part IV, line 11 ...........			4,557,675	15	4,807,767
16	Total assets. Add lines 1 through 15 (must equal line 33)...			22,530,189	16	24,225,316

17	Accounts payable and accrued expenses .....	441,158	17	1,880,811
18	Grants payable ...		18
19	Deferred revenue .........		19
20	Tax-exempt bond liabilities .........		20
21	Escrow or custodial account liability. Complete Part IV of Schedule D		21
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
			22
23	Secured mortgages and notes payable to unrelated third parties ..		23
24	Unsecured notes and loans payable to unrelated third parties ..		24
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	4,091,277	25	3,838,945
26	Total liabilities. Add lines 17 through 25..	4,532,435	26	5,719,756

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	9,617,153	27	10,310,003
28	Net assets with donor restrictions ...........	8,380,601	28	8,195,557
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	17,997,754	32	18,505,560
33	Total liabilities and net assets/fund balances ........	22,530,189	33	24,225,316