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ib OMB No 1545-0047 Return of Organization Exempt From Income Tax Under section 501(c ), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) Form990 2013 form Department of the Treasury ► Do not enter Social Security numbers on this as it may be made public . Open to Public Internal Revenue Service Information about Form 990 and its instructions is at Inspection A For the 2013 calendar year, or tax year beginning and ending B Check ,f C Name of organization D Employer identification number applicable UNITED WAY OF NORTHERN NEW MEXICO [^.nange SERVING LOS ALAMOS & RIO ARRIBA COUNTIES channge Doing Business As 23-7138947 India) return Number and street (or P.O. box if mail is not delivered to street address ) Room/suite E Telephone number =Termin-ated (SERVING LOS ALAMOS) 505-662-0800 ^reurn City or town, state or province , country, and ZIP or foreign postal code G Gross receipts $ 3,261,935. =WpI"a- LOS ALAMOS, NM 8 7 5 4 4 H(a) Is this a group return pending F Name and address of principal officer-ROBERT TRAPP for subordinates? ElYes _No_1 SAME AS C ABOVE H(b) Are all subordinates included? =Yes =No I Tax-exem pt status- X 501(c )( 3) L_J 501(c ) ( )/ ( insert no. ) L_J 4947(a)(1) or 527 If "No,' attach a list. (see Instructions) UNITEDWAYNNM. ORG J Website: ► WWW. H(c) Group exemption number ► K Form of organization: LXJ Corporation Trust L_J Association Other ► L Year of formation: 19 5 4 M State of legal domicile. NM Part 1 Summary 1 Briefly describe the organization's mission or most significant activities. TO STIMULATE CITIZENS OF LOS ALAMOS AND RIO ARRIBA COUNTIES TO PARTICIPATE IN CHARITABLE, 2 Check this box ► if the organization discontinued its operations or disposed of more than 25% of its net assets. 0 3 Number of voting members of the governing body (Part VI, line 1 a) 3 11 4 Number of independent voting members of the governing body (Part VI, line 1 b) 4 11 5 Total number of individuals employed in calendar year 2013 (Part V, line 2a) 5 4 6 Total number of volunteers (estimate if necessary) - 6 0 Q 7 a Total unrelated business revenue from Part VIII, column (C), line 12 7a 0 b Net unrelated business taxable income from Form 990-T, line 34 7b 0 W Prior Year Current Year 8 Contributions and grants (Part VIII, line 1 h) 2,913,886. 3,249,834. 9 Program service revenue (Part VIII, line 2g) 0 • 0 m w 10 Investment Income (Part VIII, column (A), lines 3, 4, and 7d) 4, 473. 1,871. 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 1 Oc, and 11 e) 13,369. 10,230. 12 2,931,728. 3,26T, 935. m Total revenue - add lines 8 throug h 11 (must eq ual Part VIII, column (A) , line 12) 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3) 2 , 8 5 , 804. 2,902,644. 14 Benefits paid to or for members (Part IX, column (A), line 4) 0 . 0 . o 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10) 168 , 912. 1 5 ,13 6 . d 7- 16a Professional fundraising fees (Part IX, column (A), line 11e) 0 . 0 0 X b Total fundraising expenses (Part IX, column (D), line 25) 01 88,673. W 17 Other expenses (Part IX, column (A), lines 11 a-11 d, 11 f-24e) 157 ,991. 112, 625. 18 Total expenses Add lines 13-17 (must equal Part IX, column (A), line 25) 3,183,707. 3,180,405. 19 Revenue less expenses Subtract line 18 from line 12 -251 ,979. 8-1,530. pp Beginning of Current Year End of Year 20 Total assets (Part X, line 16) I D EC E v E D 3 , 346,459. 3,400,011. a_ 21 Total liabilities (Part X, line 26) 3,067,281. 3,034,027. 22 Net assets or fund balances Subtract li(0 1 fr`Q %ei2t ZD% ,^. 279,178. 365,984. Part 11 Signature Block 11<11 I Under penalties of penury , I declare that I have examine dII this retyur^ Q cc nying s hedules and statements, and to the best of my knowledge and belief, it is true, correct, and compl Declaration of prepay other than oifice^based on:atl-lRferinatlIn of which preparer has any knowledge. Sign Signature o officer Here ' ROBERT TRAPP , TREASURER ype or print name an d title Print/Type preparer' s name Preparer's sign Paid K EVIN M . BRENNAN , CPA 1Zes-j=am Preparer Flrm'sname III, SWAIN & GRIECO, LLC Use Only Firm 's address ► 2050 BOTULPH ROAD, SUIT SANTA FE, NM 87505 May the IRS discuss this return with the preparer shown above (see Inst 332001 10-29-13 LI-IA For Paperwork Reduction Act Notice, see the se SEE SCHEDULE 0 FOR ORGANIZATION M UNITED WAY OF NORTHERN NEW MEXICO Form 990 2013 SERVING LOS ALAMOS & RIO ARRIBA COUNTIES 23-7138947 Pa e2 Part III Statement of Program Service Accomplishments Check If Schedule 0 contains a response or note to any line in this Part III IX 1 Briefly describe the organization's mission: TO ENGAGE HUMAN AND FINANCIAL RESOURCES TO IMPROVE THE QUALITY OF LIFE OF THE PEOPLE IN THE COMMUNITIES WE SERVE IN NORTHERN NEW MEXICO. 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ9 0 Yes No If "Yes,' describe these new services on Schedule 0 3 Did the organization cease conducting, or make significant changes in how it conducts, any program services? DYes ®No If 'Yes,' describe these changes on Schedule 0 4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. 4a (Code ) (Expenses $ 2, 9 2 0, 27 8. including grants of $ 2, 90 2 ,6 44 . ) (Revenue $ DISTRIBUTION TO VARIOUS CHARITABLE AND NONPROFIT ORGANIZATIONS OF CONTRIBUTIONS RECEIVED FROM ANNUAL PLEDGE CAMPAIGNS. 4b (Code ) (Expenses $ 5,0 00 . including grants of $ ) (Revenue $ THE 2-1-1 PROGRAM IS TO NON-EMERGENCY ASSISTANCE WHAT 911 IS TO EMERGENCY RESPONSE. 2-1-1 USES A COMPREHENSIVE COMPUTERIZED DATABASE OF MORE THAN 200 SERVICES FROM OVER 400 PUBLIC AND NON-PROFIT HEALTH AND HUMAN SERVICE ORGANIZATIONS IN NORTHERN NEW MEXICO RIO ARRIBA, TAOS, SANTA FE, AND LOS ALAMOS COUNTIES). MOST FREQUENT REQUESTS ARE FOR RENT, MORTGAGE AND UTILITIES, FOOD, HEALTHCARE AND TRANSITIONAL HOUSING FOR FAMILIES. 4c (Code ) (Expenses $ 10,0 00a including grants of $ ) (Revenue $ EMERGENCY FUND - AS A RESULT OF A SUDDEN STORM ON SEPTEMBER 22, 2013, SEVERE FLOODING DAMAGED RIO ARRIBA COUNTY. THE UNITED WAY'S EMERGENCY FUND WAS SETUP TO OFFER FUNDING ASSISTANCE TO COMMUNITY MEMBERS TO GET BACK IN THEIR HOMES. FUNDING INVESTMENTS WERE USED TO RE-ESTABLISH INFRASTRUCTURE, RE-CONNECT GAS SERVICES, ELECTRIC, PLUMBING AND ALL OTHER ESSENTIAL RESOURCES. 4d Other program services (Describe in Schedule 0.) (Expenses $ 11942. including grants of $ ) (Revenue $ 2,937,220. 4e Total program service expenses ► Form 990 (2013) 332002 10-29-13 16221028 135551 7071 .2013.04010 UNITED WAY OF NORTHERN NEW 7071 1 UNITED WAY OF NORTHERN NEW MEXICO Formi990(2013) SERVING LOS ALAMOS & RIO ARRIBA COUNTIES 23-7138947 Page3 es Yes No 1 Is the organization described in section 501 (c)(3) or 4947(a)(1) (other than a private foundation)'? If "Yes,' complete Schedule A 1 X 2 Is the organization required to complete Schedule B, Schedule of Contnbutor9 2 - X 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes,' complete Schedule C, Part I 3 X 4 Section 501 (c)(3) organizations. Did the organizat ion engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If 'Yes," complete Schedule C, Part /I 4 X 5 Is the organization a section 501 (c)(4), 501 (c)(5), or 501 (c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98.199 If "Yes, " complete Schedule C, Part 111 5 X 6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part 1 6 X 7 Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If "Yes, " complete Schedule D, Part 11 7 X 8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes, " complete Schedule D, Part /// 8 X 9 Did the organization report an amount in Part X, line 21, for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services If "Yes," complete Schedule D, Part IV 9 X 10 Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes, " complete Schedule D, Part V 10 X 11 If the organization's answer to any of the following questions is "Yes,', then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.

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