2023-03-31T10:40:44-05:00 2022-06-30 860683059 BEACHFLEISCHMAN PLLC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2021-07-01 860098932 UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC UNIT 5209039000 330 N COMMERCE PARK LOOP 200 TUCSON AZ 857452792 TONY PENN PRESIDENT & CEO 5209039000 2023-03-29 1 TONY PENN 999009999 KELLY L MELTZER CPA P00633511 5203214600 2023-03-29 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z TONY PENN 330 N COMMERCE PARK LOOP 200 TUCSON AZ 857452792 15275524 0 X UNITEDWAYTUCSON.ORG X 1942 AZ BUILDING A THRIVING COMMUNITY BY UNITING PEOPLE, IDEAS AND RESOURCES. 23 23 78 4111 0 0 23078317 14232879 104205 96452 195149 182222 -7400 -33298 23370271 14478255 7518081 7167461 0 0 4428203 4503497 0 0 1136459 1660183 1852937 13606467 13523895 9763804 954360 25194922 24809225 2501151 2176478 22693771 22632747 X OUR VISION IS A COMMUNITY WHERE EVERY CHILD RECEIVES A HIGH-QUALITY EDUCATION FROM BIRTH TO CAREER, EVERY ADULT HAS THE OPPORTUNITY TO THRIVE FINANCIALLY AND IN THE WORKPLACE, AND EVERY OLDER PERSON CAN RETIRE AND AGE WITH DIGNITY AND INDEPENDENCE. 1 1 10599884 6526391 96452 UNITED WAY OF TUCSON AND SOUTHERN ARIZONA SERVES MORE THAN 250,000 INDIVIDUALS LOCALLY, EACH YEAR. UNITED WAY TRANSFORMS LIVES AND BRINGS LONG-LASTING SYSTEMIC CHANGE TO OUR COMMUNITY BY FOCUSING ON THE KEY, UNDERLYING ISSUES; QUALITY EDUCATION, FINANCIAL WELLNESS, EQUALITY AND HEALTHY COMMUNITIES. UNITED WAY'S ROLE AS THE COMMUNITY CONVENER ENABLES THE FORMATION OF STRATEGIC PARTNERSHIPS AND THE MOBILIZATION OF RESOURCES TO FIND INNOVATIVE, EQUITABLE SOLUTIONS. UNITED WAY USES MEASURABLE RESULTS TO MONITOR THE PERFORMANCE OF INTERNAL AND EXTERNAL PARTNER PROGRAMS TO ENSURE DATA-DRIVEN DECISION MAKING AND OUTCOMES. (CONTINUED ON SCHEDULE O.) KEY 2021 - 2022 RESULTS INCLUDE:*2,315 CHILDREN ARE IN EARLY EDUCATION PROGRAMS ACTIVELY ENGAGED IN QUALITY IMPROVEMENT EFFORTS *CHILDREN RECEIVED 186,808 AGE-APPROPRIATE BOOKS TO BUILD THEIR PERSONAL HOME LIBRARIES*995 FAMILIES RECEIVED GUIDANCE FOR RAISING AND NURTURING THEIR CHILD EITHER IN THE HOME OR AT COMMUNITY-BASED SETTINGS*527 INDIVIDUALS LEARNED NEW DEVELOPMENTALLY APPROPRIATE EARLY CHILDHOOD EDUCATION AND SYSTEMS BUILDING SKILLS*1,372 OPPORTUNITY YOUTH WERE SUPPORTED TO SUSTAIN THEIR ENGAGEMENT IN CONNECTING EDUCATION AND A CAREER PATHWAY THROUGH THE RE-ENGAGEMENT CENTERS*11,770 LOW-INCOME WORKING FAMILIES USED NO-FEE TAX PREPARATION SERVICES AT VITA SITES TO RECEIVE ALL APPROPRIATE TAX CREDITS*193 INDIVIDUALS RECEIVED ASSISTANCE TO OBTAIN PUBLIC BENEFITS, FINANCIAL EDUCATION AND COACHING*3,962 SENIORS BECAME MORE ACTIVE AND INDEPENDENT THROUGH VOLUNTEERING 122,762 HOURS TO SUPPORT OTHER SENIORS AND FAMILIES TO MEET THEIR NEEDS*20,954 SENIORS WERE ABLE TO STAY AT HOME BECAUSE OF HELP AND SUPPORT FROM QUALITY PROGRAMS*3,750 INDIVIDUALS SOUGHT MORE INFORMATION ABOUT BECOMING A DIRECT CARE WORKER*2,080 DAYS OF CARING VOLUNTEERS PROVIDED 6,300 VOLUNTEER HOURS TO COMPLETE 123 COMMUNITY IMPROVEMENT PROJECTS*5,843 INDIVIDUALS LEARNED ABOUT HOW TO PLAN FOR THEIR END OF LIFE CHOICES THROUGH WORKSHOPS, COACHING SESSION, AND PROVIDER-SPECIFIC LEARNING OPPORTUNITIES*3,058 INDIVIDUALS WERE HELPED WITH EMERGENCY NEEDS, SUCH AS RENTAL AND UTILITY ASSISTANCE, FOOD, DIAPERS, AND HEALTH AND SAFETY NEEDS, AS THE RESULT OF THE PANDEMIC THROUGH THE UNITED FOR SOUTHERN ARIZONA EMERGENCY FUND 641070 641070 ALLOCATIONS - THROUGH UNITED WAY'S ANNUAL CAMPAIGN, UNITED WAY RAISES FUNDS TO DISTRIBUTE TO HEALTH AND WELFARE PROGRAMS AND SERVICES ADMINISTERED BY NOT-FOR-PROFIT AGENCIES. 11240954 1 1 0 1 0 1 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 43 0 1 78 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X GEORGE SCHLECHT VP CFO 5209039000 330 N COMMERCE PARK LOOP 200 TUCSON AZ 857452792 JEFF ARTZI DIRECTOR 1.00 X 0 0 0 JESSICA BRACK-MERRILL DIRECTOR 1.00 X 0 0 0 LILLIAN BRANTLEY-THOMPSON DIRECTOR 1.00 X 0 0 0 JOHN CALDWELL DIRECTOR 1.00 X 0 0 0 MARC CAMERON DIRECTOR 1.00 X 0 0 0 KEVIN CUTTER DIRECTOR 1.00 X 0 0 0 DEEPA DALVI DIRECTOR 1.00 X 0 0 0 STEVEN DASCH DIRECTOR 1.00 X 0 0 0 ALLISON DUFFY DIRECTOR 1.00 X 0 0 0 NEAL ECKEL DIRECTOR 1.00 1.00 X 0 0 0 LORI GARMUS DIRECTOR 1.00 X 0 0 0 ERNEST JONES DIRECTOR 1.00 X 0 0 0 JASON LUCKEY DIRECTOR 1.00 X 0 0 0 JILL MALICK DIRECTOR 1.00 X 0 0 0 EDMUND MARQUEZ DIRECTOR 1.00 X 0 0 0 TRISH MUIR DIRECTOR 1.00 X 0 0 0 ROBERT ROBBINS DIRECTOR 1.00 X 0 0 0 MARY ROWLEY DIRECTOR 1.00 X 0 0 0 CALLINE SANCHEZ DIRECTOR 1.00 X 0 0 0 PAUL TEES DIRECTOR 1.00 X 0 0 0 MONICA VARGAS-MAHAR DIRECTOR 1.00 X 0 0 0 CHAD WHELAN DIRECTOR 1.00 X 0 0 0 ALICIA WHITE DIRECTOR 1.00 X 0 0 0 STEVEN MANKEE TREASURER 2.00 X X 0 0 0 MATTHEW THROWER SECRETARY 2.00 X X 0 0 0 LEE LAMBERT CHAIR 2.00 X X 0 0 0 MICHELLE TRINDADE VICE CHAIR 2.00 X X 0 0 0 TONY PENN PRESIDENT & CEO 40.00 1.00 X 312217 0 14799 GEORGE SCHLECHT VICE PRESIDENT & CFO 40.00 1.00 X 108154 0 10649 CLAY BACON SENIOR VICE PRESIDENT & COO 40.00 X 142537 0 11521 ALLISON TITCOMB SENIOR VP & CHIEF IMPACT OFFICER 40.00 X 124409 0 11270 687317 0 48239 4 0 1 0 0 68961 375000 5845117 7943801 157513 14232879 SERVICE FEE INCOME 900099 86850 86850 MISCELLANEOUS INCOME 900099 9602 9602 96452 180721 180721 746013 744512 1501 1501 1501 19459 68961 52757 -33298 -33298 14478255 96452 0 148924 7138028 7138028 29433 29433 464599 290132 80569 93898 3271850 2043200 567392 661258 115136 73185 21455 20496 383847 243865 71169 68813 268065 171313 47264 49488 1518 1518 27000 27000 35703 35703 510502 398344 84993 27165 118015 77448 11370 29197 249178 179393 28396 41389 222964 156766 33847 32351 227174 172704 21399 33071 19158 17265 633 1260 89050 52266 22434 14350 4465 4465 265147 167871 40125 57151 19524 19524 18201 425 17776 DUES AND SUBSCRIPTIONS 28840 12818 9450 6572 IN KIND EXPENSES 16498 16498 13523895 11240954 1146482 1136459 4085649 4935446 9889643 656492 4156360 6136460 36214 44533 104656 68250 289845 209414 99955 80431 6805416 12869890 17029 17723 25194922 24809225 1070974 920622 560498 560646 244842 99233 544712 529358 80125 66619 2501151 2176478 X 17287617 16747581 5406154 5885166 22693771 22632747 25194922 24809225 954360 -1015384 0 X 0 1 X 1 0 X 11820491 12333588 14574558 23078317 14232879 76039833 11820491 12333588 14574558 23078317 14232879 76039833 865233 75174600 147120 196063 168438 174419 180721 866761 76906594 564470 0.97750 0.97320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 13523895 13523895 826195 206549 0 0 767376 813732 830323 826195 3237626 4856439 191844 203433 207581 206549 809407 1214111 35 1988977 534173 2556375 1 1 0 1 X 2116912 1141865 -244337 13520 3000920 1834714 1000 394900 101384 12318 2116912 1873917 44231 69294 14140 1834714 1823612 60100 78841 74644 13992 1873917 1826963 83238 73544 13045 1823612 0.00000 0.95000 0.05000 0 0 682 682 0 27771 27771 0 261392 180961 80431 80431 ANNUITY PAYMENT OBLIGATIONS 53569 CAPITAL LEASE OBLIGATIONS 13050 66619 X PART IV, LINE 2B: CUSTODIAL LIABILITIES REPRESENT THOSE FUNDS THAT UWTSA IS HOLDING AT THE DISCRETION OF AFFILIATED AND OTHER CHARITABLE ORGANIZATIONS. AGENCY LIABILITIES REPRESENT FUNDS THAT HAVE BEEN DESIGNATED TO AGENCIES THAT UWTSA HAS NOT REMITTED. PART V, LINE 4: UWTSA'S ENDOWMENTS CONSIST OF THREE FUNDS ESTABLISHED UNDER DONOR RESTRICTION FOR CHARITABLE PURPOSES. FUNDS ARE SUBJECT TO ENDOWMENT SPENDING POLICY AND APPROPRIATION, AND ARE RESTRICTED BY DONORS FOR GENERAL USE, EDUCATION, AND THE VOLUNTEER CENTER. PART X, LINE 2: ASC 740 FOOTNOTE FROM CONSOLIDATED FINANCIAL STATEMENTS: BOTH UWTSA AND UWCC ARE EXEMPT FROM INCOME TAXES UNDER BOTH FEDERAL (INTERNAL REVENUE CODE SECTION 501(C)(3)) AND ARIZONA INCOME TAX LAWS. THEY ARE BOTH CLASSIFIED AS OTHER THAN PRIVATE FOUNDATIONS UNDER INTERNAL REVENUE CODE SECTION 509(A). INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THEIR TAX-EXEMPT PURPOSE, HOWEVER, MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME. FROM TIME TO TIME, UWTSA AND UWCC MAY BE SUBJET TO PENALTIES AND INTEREST ASSESSED BY VARIOUS TAXING AUTHORITIES, WHICH ARE CLASSIFIED AS MANAGEMENT AND GENERAL EXPENSES, IF THEY OCCUR. BUSINESS BREAKFAST 78045 62461 15584 4098 12646 14372 CIRCLE OF EXCELLENCE 10375 6500 3875 15143 6498 88420 68961 19459 4098 27789 20870 52757 -33298 1 AMERICAN CANCER SOCIETY - TUCSON PO BOX 81409 PHOENIX AZ 85069 841316555 501(C)(3) 7495 0 GENERAL USE AMERICAN HEART ASSOCIATION - TUCSON 1910 W UNIVERSITY DR STE 205 TEMPE AZ 85281 135613797 501(C)(3) 9906 0 GENERAL USE AMERICANS IN WARTIME EXPERIENCE PO BOX 909 BRISTOW VA 20136 200008915 501(C)(3) 10000 0 GENERAL USE AMPHITHEATER PUBLIC SCHOOL DISTRICT 701 W WETMORE RD TUCSON AZ 85705 866000547 AMPHITHEATER USD 152631 0 GENERAL USE ARIZONA HUMANE SOCIETY 1521 W DOBBINS ROAD PHOENIX AZ 85041 860135567 501(C)(3) 5827 0 GENERAL USE ARIZONA SONORA DESERT MUSEUM 2021 N KINNEY RD TUCSON AZ 857438918 860111675 501(C)(3) 5100 0 GENERAL USE ARIZONA THEATRE COMPANY PO BOX 1631 TUCSON AZ 85702 860211777 501(C)(3) 10000 0 GENERAL USE BIG BROTHERS BIG SISTERS 160 E ALAMEDA ST TUCSON AZ 85701 860188050 501(C)(3) 5248 0 GENERAL USE BOYS & GIRLS CLUBS OF TUCSON PO BOX 40217 TUCSON AZ 857170217 860172257 501(C)(3) 65184 0 GENERAL USE CALEBS ASSIST 899 W VUELTA GRANADINA SAHUARITA AZ 856299505 851360539 501(C)(3) 6012 0 GENERAL USE CASA DE LOS NINOS 1120 N 5TH AVE TUCSON AZ 85705 860314595 501(C)(3) 1696486 0 GENERAL USE CATHOLIC COMMUNITY SERVICES - TUCSON 140 W SPEEDWAY 230 TUCSON AZ 85705 860100880 501(C)(3) 149868 0 GENERAL USE CATHOLIC FOUNDATION - DIOCESE OF TUCSON PO BOX 31 TUCSON AZ 85702 860408580 501(C)(3) 6163 0 GENERAL USE CHILD & FAMILY RESOURCES - TUCSON 2800 E BROADWAY BLVD TUCSON AZ 85716 860251984 501(C)(3) 786770 0 GENERAL USE CHILD PARENT CENTERS 602 E 22ND ST TUCSON AZ 85713 860204557 501(C)(3) 58760 0 GENERAL USE COMMUNITY FOOD BANK 3003 S COUNTRY CLUB RD TUCSON AZ 85713 510192519 501(C)(3) 62757 0 GENERAL USE COMMUNITY INVESTMENT CORPORATION 2033 E GRANT RD 105 TUCSON AZ 85719 860837146 501(C)(3) 25000 0 GENERAL USE EARLY CHILDHOOD DEVELOPMENT GROUP 3472 E FT LOWELL ROAD TUCSON AZ 85716 262633177 501(C)(3) 145000 0 GENERAL USE EASTER SEALS BLAKE FOUNDATION 7750 E BROADWAY BLVD STE A200 TUCSON AZ 85710 860093224 501(C)(3) 663756 0 GENERAL USE EDGE HIGH SCHOOL 2555 E 1ST STREET TUCSON AZ 85716 860850116 501(C)(3) 7500 0 GENERAL USE EMERGE CENTER AGAINST DOMESTIC ABUSE 2545 E ADAMS STREET TUCSON AZ 85716 860312162 501(C)(3) 10892 0 GENERAL USE FAMILY HOUSING RESOURCES 3505 N CAMPBELL AVE SUITE 501 TUCSON AZ 85719 860750139 501(C)(3) 46000 0 GENERAL USE FLOWING WELLS UNIFIED SCHOOL DISTRICT 1556 W PRINCE RD TUCSON AZ 85705 866003684 FLOWING WELLS USD 10000 0 GENERAL USE FOX TUCSON THEATER FOUNDATION PO BOX 1008 TUCSON AZ 85702 860965120 501(C)(3) 7500 0 GENERAL USE FRIENDS OF PIMA ANIMAL CARE CENTER PO BOX 85370 TUCSON AZ 85745 474160770 501(C)(3) 6516 0 GENERAL USE GOODWILL INDUSTRIES - TUCSON 1940 E SILVERLAKE 405 TUCSON AZ 85713 860223401 501(C)(3) 135021 0 GENERAL USE GOSPEL RESCUE MISSION OF TUCSON PO BOX 28813 TUCSON AZ 85726 866054088 501(C)(3) 13781 0 GENERAL USE HANDS OF HOPE PO BOX 17070 TUCSON AZ 85731 942750922 501(C)(3) 5199 0 GENERAL USE HELEN HAYES HOSPITAL FOUNDATION 51-55 ROUTE 9W NORTH BLDG 14 WEST HAVERSTRAW NY 10993 133368850 501(C)(3) 5900 0 GENERAL USE HERENCIA GUADALUPANA LAB SCHOOLS PO BOX 11172 TUCSON AZ 85734 452473142 501(C)(3) 5671 0 GENERAL USE HERMITAGE NO-KILL CAT SHELTER PO BOX 13508 TUCSON AZ 85732 860213263 501(C)(3) 13763 0 GENERAL USE HUMANE SOCIETY OF SOUTHERN ARIZONA 635 W ROGER RD TUCSON AZ 85705 860112798 501(C)(3) 22950 0 GENERAL USE INTEGRATIVE TOUCH FOR KIDS 5675 N ORACLE RD STE 3201 TUCSON AZ 85704 743145036 501(C)(3) 10500 0 GENERAL USE INTERFAITH COMMUNITY SERVICES 2820 W INA ROAD TUCSON AZ 857412502 860520997 501(C)(3) 61948 0 GENERAL USE INTERNATIONAL RESCUE COMMITTEE INC PO BOX 6068 ALBERT LEA MN 56007 135660870 501(C)(3) 25000 0 GENERAL USE LA POSADA AT PARK CENTRE INC 780 S PARK CENTRE AVE GREEN VALLEY AZ 85614 860828160 501(C)(3) 13000 0 GENERAL USE LITERACY CONNECTS 200 E YAVAPAI RD TUCSON AZ 85705 237047508 501(C)(3) 70884 0 GENERAL USE LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST 3364 E GRANT RD TUCSON AZ 85716 860252302 501(C)(3) 30000 0 GENERAL USE MAKE WAY FOR BOOKS 700 N STONE AVE TUCSON AZ 85705 311583036 501(C)(3) 135319 0 GENERAL USE MAKE-A-WISH FOUNDATION ARIZONA 2901 N 78TH ST SCOTTSDALE AZ 85251 860409636 501(C)(3) 5924 0 GENERAL USE MARANA UNIFIED SCHOOL DISTRICT 11279 W GRIER RD 115-A MARANA AZ 85653 866003545 MARANA USD 26500 0 GENERAL USE OFFICE OF THE PIMA COUNTY SCHOOL SUPERINTENDENT 200 N STONE AVE TUCSON AZ 85701 866000545 PIMA COUNTY 44400 0 GENERAL USE OPERATION SMILE INC 3641 FACULTY BLVD VIRGINIA BEACH VA 23453 541460147 501(C)(3) 7500 0 GENERAL USE OUR FAMILY SERVICES 2590 N ALVERNON WAY TUCSON AZ 85712 942598560 501(C)(3) 115224 0 GENERAL USE PARENT AID CHILD ABUSE PREVENTION CENTER 2580 E 22ND ST TUCSON AZ 85713 742591577 501(C)(3) 23332 0 GENERAL USE PIMA COMMUNITY COLLEGE FOUNDATION 4905-C E BROADWAY BLVD 252 TUCSON AZ 857091320 860345089 501(C)(3) 14139 0 GENERAL USE PIMA COUNCIL ON AGING 8467 E BROADWAY BLVD TUCSON AZ 85710 860251768 501(C)(3) 104553 0 GENERAL USE PIMA COUNTY ANIMAL CARE CENTER 4000 N SILVERBELL RD TUCSON AZ 85745 866000543 PIMA COUNTY 25559 0 GENERAL USE PIMA COUNTY COMMUNITY COLLEGE DISTRICT 4905 EAST BROADWAY BLVD TUCSON AZ 857091225 860208787 501(C)(3) 50000 0 GENERAL USE PIMA JTED FOUNDATION 2855 W MASTER PIECES DR TUCSON AZ 85741 825252038 501(C)(3) 9000 0 GENERAL USE PIO DECIMO CENTER 848 SOUTH 7TH AVE TUCSON AZ 857012627 530196617 501(C)(3) 25975 0 GENERAL USE PLANNED PARENTHOOD SOUTHERN ARIZONA 4751 N 15TH ST PHOENIX AZ 850143707 860146520 501(C)(3) 17900 0 GENERAL USE PRESCOTT COLLEGE CENTER FOR NATURE & PLACE 220 GROVE AVE PRESCOTT AZ 86301 860294012 501(C)(3) 10000 0 GENERAL USE PRIMAVERA FOUNDATION INC 151 W 40TH ST TUCSON AZ 85713 860733182 501(C)(3) 128495 0 GENERAL USE RONALD MCDONALD HOUSE TUCSON 2155 E ALLEN RD TUCSON AZ 85719 953526934 501(C)(3) 5439 0 GENERAL USE SAHUARITA FOOD BANK 17750 S LA CANADA DRIVE SAHUARITA AZ 85629 471654162 501(C)(3) 12500 0 GENERAL USE SAN MIGUEL HIGH SCHOOL 6601 S SAN FERNANDO RD TUCSON AZ 85756 770649648 501(C)(3) 14598 0 GENERAL USE SCHOLARSHIPS A-Z 225 E 26TH ST STE 6 TUCSON AZ 85713 454458497 501(C)(3) 15000 0 GENERAL USE SOUTHERN ARIZONA ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN PO BOX 68475 ORO VALLEY AZ 85737 237095345 501(C)(3) 84996 0 GENERAL USE SPCA OF FREDERICKSBURG 10819 N COURTHOUSE RD FREDERICKSBURG VA 22408 540648185 501(C)(3) 20000 0 GENERAL USE ST JUDE'S CHILDREN RESEARCH 501 ST JUDE PLACE MEMPHIS TN 381051942 620646012 501(C)(3) 12972 0 GENERAL USE ST VINCENT DE PAUL SOCIETY 829 S 6TH AVE TUCSON AZ 85701 860104418 501(C)(3) 6882 0 GENERAL USE SUNNYSIDE UNIFIED SCHOOL DISTRICT 2238 E GINTER ROAD TUCSON AZ 85706 860459085 SUNNYSIDE USD 522011 0 GENERAL USE TEEN CHALLENGE OF ARIZONA INC PO BOX 3129 SELLS AZ 85634 860931108 501(C)(3) 9121 0 GENERAL USE TOHONO O'ODHAM COMMUNITY COLLEGE PO BOX 3129 SELLS AZ 85634 860931108 501(C)(3) 100048 0 GENERAL USE TU NIDITO CHILDREN AND FAMILY SERVICES 3922 N MOUNTAIN AVE TUCSON AZ 85719 860769031 501(C)(3) 26172 0 GENERAL USE TUCSON COMMUNITY TENNIS PROGRAM PO BOX 65916 TUCSON AZ 857285916 860824137 501(C)(3) 5500 0 GENERAL USE TUCSON MUSEUM OF ART 140 N MAIN AVE TUCSON AZ 85701 866006371 501(C)(3) 8500 0 GENERAL USE TUCSON SYMPHONY ORCHESTRA SOCIETY 2175 N 6TH AVE TUCSON AZ 85705 860107538 501(C)(3) 12500 0 GENERAL USE TUCSON UNIFIED SCHOOL DISTRICT 1010 E 10TH ST TUCSON AZ 85719 866000551 TUCSON USD 18458 0 GENERAL USE UNIVERSITY OF ARIZONA - COOPERATIVE EXTENSION PO BOX 210109 TUCSON AZ 857210109 866050388 STATE OF ARIZONA 39900 0 GENERAL USE UNIVERSITY OF ARIZONA - SPONSORED PROJECTS PO BOX 210109 TUCSON AZ 857210109 866050388 STATE OF ARIZONA 49782 0 GENERAL USE UNIVERSITY OF ARIZONA FOUNDATION PO BOX 210109 TUCSON AZ 857210109 866050388 501(C)(3) 63107 0 GENERAL USE US FUND FOR UNICEF 125 MAIDEN LANE 10TH FLR NEW YORK NY 100384912 131760110 501(C)(3) 7500 0 GENERAL USE VAIL UNIFIED SCHOOL DISTRICT PO BOX 800 VAIL AZ 85641 860617696 VAIL USD 47942 0 GENERAL USE VERITAS ACADEMY OF TUCSON PO BOX 35263 TUCSON AZ 85740 262546349 501(C)(3) 10791 0 GENERAL USE YMCA OF SOUTHERN ARIZONA PO BOX 1111 TUCSON AZ 85702 860101237 501(C)(3) 94218 0 GENERAL USE YOUTH ON THEIR OWN 1660 N ALVERNON WAY TUCSON AZ 85712 860644388 501(C)(3) 20588 0 GENERAL USE YWCA OF SOUTHERN ARIZONA 525 N BONITA AVENUE TUCSON AZ 85745 860098937 501(C)(3) 76555 0 GENERAL USE UNITED WAY CAPITAL CORPORATION 330 N COMMERCE PARK LOOP 200 TUCSON AZ 85745 860984771 501(C)(3) 200000 0 GENERAL USE 87 EMERGENCY ASSISTANCE 122 29433 PART I, LINE 2: EACH FUNDED PROJECT REPORTS SERVICE AND FINANCIAL INFORMATION ON-LINE. PROJECT SPECIALISTS MONITOR REPORTS ON A QUARTERLY BASIS, VISIT SITES, AND REVIEW ANNUAL REPORTS, AUDITS AND OTHER AGENCY INFORMATION ON A REGULAR BASIS TO ENSURE COMPLIANCE. AGENCY AUDITS AND ANNUAL REPORTS ARE MAINTAINED IN A CENTRAL FILE. INVOICES ARE PROCESSED BY THE SPECIALIST AND ARE APPROVED AND PROCESSED THROUGH THE UWTSA FINANCIAL MANAGEMENT SYSTEM THAT TRACKS EXPENDITURES USING SPECIFIED PROJECT CODES. ALL EXPENDITURES ARE MONITORED CLOSELY TO ENSURE THEY ARE USED FOR THE INTENDED PURPOSES. X X X X X X 0 0 0 0 0 0 0 1 0 TONY PENN PRESIDENT & CEO 244308 0 67909 0 0 0 6842 0 7957 0 327016 0 0 0 CLAY BACON SENIOR VICE PRESIDENT & COO 127537 0 15000 0 0 0 4178 0 7343 0 154058 0 0 0 PART I, LINE 7 THE PRESIDENT/CEO OF UWTSA IS ENTITLED TO RECEIVE PERFORMANCE BASED INCENTIVE COMPENSATION IN AN AMOUNT NOT TO EXCEED 20% OF THE ANNUALIZED BASE SALARY PER YEAR CONTINGENT UPON THE ACCOMPLISHMENT OF MEASURABLE PERFORMANCE STANDARDS TO BE ESTABLISHED BY MUTUAL AGREEMENT BETWEEN THE PRESIDENT/CEO AND THE BOARD OF UWTSA. THE SR. VICE-PRESIDENTS, AND CFO ARE ENTITLED TO RECEIVE PERFORMANCE BASED INCENTIVE COMPENSATION BASED ON THE ACCOMPLISHMENT OF MEASURABLE PERFORMANCE STANDARDS AS ESTABLISHED BY THE PRESIDENT/CEO. X 2689 FMV X 6 135513 NYSE X CRYPTOCURRENCY 2 10506 GEMINI CRYPTO EXCHAN X TICKETS 1 6900 FMV X FOOD & OTHER ITEMS 1 1905 FMV 0 1 1 PART I, COLUMN (B): THE AMOUNT REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: IN FISCAL YEAR 2022, UWTSA CONTRACTED WITH A THIRD-PARTY VENDOR TO PROCESS NON-CASH DONATIONS OF CRYPTOCURRENCY. THIS VENDOR RECEIVES CRYPTOCURRENCY DONATIONS ON BEHALF OF CLIENTS LIKE UWTSA AND THEN THEY INSTANTLY CONVERT THE ASSET TO US DOLLARS. THE CASH LESS A SMALL FEE IS THEN SENT TO UWTSA. FORM 990, PART I, LINE 6, VOLUNTEERS: UNITED WAY OF TUCSON AND SOUTHERN ARIZONA (UWTSA) ENGAGES WITH MORE THAN 4,000 VOLUNTEERS ANNUALLY WHO ARE A TREMENDOUS ASSET TO THE ORGANIZATION IN FURTHERING ITS MISSION. VOLUNTEERS ARE A KEY FACTOR TO THE SUCCESS OF THE ORGANIZATION. UWTSA RELIES ON THE LEADERSHIP, EXPERTISE, AND GUIDANCE OF KEY VOLUNTEERS TO APPROVE BUDGETS AND DISTRIBUTIONS TO THE COMMUNITY. UWTSA UTILIZES THE INVESTMENT AND SUPPORT OF VOLUNTEERS IN MANY DIFFERENT CAPACITIES INCLUDING BOARD AND COMMITTEE SERVICE, CAMPAIGN, PUBLIC POLICY, ENDOWMENT, COMMUNITY IMPACT AND EVENTS. FORM 990, PART III, LINE 2 UNITED WAY OF TUCSON AND SOUTHERN ARIZONA THROUGH ITS ACCELERATE QUALITY PILOT PROGRAM HAS BEEN EXPLORING THE SPECIFIC NEEDS AND CAPACITY OF THE LOCAL EARLY CHILDHOOD COMMUNITY TO MEET THE DEMAND FOR MORE HIGH-QUALITY PRESCHOOL SLOTS AND TO FIND THE RESOURCES TO SUPPORT LOW-INCOME FAMILIES AND CHILDREN TO SUCCEED AND THRIVE. THIS PROGRAM WAS SPECIFICALLY DESIGNED TO HELP THE EARLY CARE AND EDUCATION PROGRAMS IN PIMA COUNTY ACCESS NEW PRESCHOOL SCHOLARSHIPS FUNDED BY THE COUNTY AND AMPLIFIES THE IMPACT OF THE NEW COUNTY FUNDING. ACCELERATE QUALITY POSITIVELY IMPACTED 2,315 YOUNG CHILDREN IN 2021-2022. UNITED WAY OF TUCSON AND SOUTHERN ARIZONA IS HELPING INDIVIDUALS INTERESTED IN BEING A DIRECT CARE PROFESSIONAL SUCCEED IN TRAINING, JOB PLACEMENT, AND JOB LONGEVITY. DIRECT CARE WORKERS PROVIDE ESSENTIAL, NON-MEDICAL SUPPORT WITH DAILY LIVING ACTIVITIES FOR CLIENTS WHO WANT TO BE CARED FOR IN THEIR OWN HOMES AND AGE IN PLACE. IN 2021-2022, 3,750 INDIVIDUALS SOUGHT INFORMATION FROM UNITED WAY ON DIRECT CARE AND HOW TO BECOME A DIRECT CARE PROFESSIONAL. FORM 990, PART III, LINE 3 UNITED WAY OF TUCSON AND SOUTHERN ARIZONA PARTICIPATED IN THE QUALITY FIRST REDESIGN PILOT PROGRAM WHICH PROVIDED COACHING AND TECHNICAL ASSISTANCE TO OVER 40 CHILDCARE CENTERS OR HOMES TO IMPROVE THEIR QUALITY. THIS PROGRAM ENDED IN JULY 2021. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE AUDIT COMMITTEE HAS REVIEWED AND APPROVED THE DRAFT 990, IT IS PROVIDED TO EACH MEMBER OF THE BOARD FOR THEIR REVIEW PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS DIRECTORS, OFFICERS AND EMPLOYEES. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT THE COVERED PERSON RECEIVED THE POLICY, UNDERSTANDS THE POLICY, AND AGREES TO COMPLY WITH THE POLICY. A COVERED INDIVIDUAL MAY HAVE A FINANCIAL INTEREST DIRECTLY OR INDIRECTLY THROUGH BUSINESS, INVESTMENT OR FAMILY. THE INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND DISCLOSE THE MATERIAL FACTS. THE AUDIT COMMITTEE IS RESPONSIBLE FOR MONITORING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AND REPORTING TO THE BOARD OF DIRECTORS. PERIODIC REVIEWS ENSURE THAT UWTSA OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES. THE PERIODIC REVIEWS INCLUDE WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE AND ARE THE RESULT OF ARMS-LENGTH BARGAINING, WHETHER THIRD-PARTY TRANSACTIONS RESULT IN INUREMENT OR IMPERMISSIBLE PRIVATE BENEFIT, AND WHETHER PARTNERSHIPS AND JOINT VENTURES CONFORM TO WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE PAYMENTS FOR GOODS AND SERVICES, FURTHER UWTSA'S CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT OR IMPERMISSIBLE PRIVATE BENEFIT. AFTER DISCLOSURE, THE BOARD MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE UNCONFLICTED MEMBERS WILL DETERMINE IF ENTERING INTO THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. ANNUALLY, EACH COVERED PERSON SHALL BE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY AND SHALL COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES THAT COULD CONTRIBUTE TO A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION COMMISSIONED AN INDEPENDENT EXECUTIVE COMPENSATION MARKET ANALYSIS, AND REVIEWED THE RESULTS OF THE PRESIDENT/CEO'S PERFORMANCE MEASURES. BASED ON THE COMPENSATION MARKET ANALYSIS AND PERFORMANCE RESULTS, THE EXECUTIVE COMMITTEE PRESENTED ITS COMPENSATION RECOMMENDATION FOR THE PRESIDENT/CEO TO THE BOARD OF DIRECTORS. COMPENSATION IS FORMALIZED IN AN EMPLOYMENT AGREEMENT WITH THE PRESIDENT/CEO. THE LAST AGREEMENT WAS EXECUTED JULY 1, 2022. FORM 990, PART VI, SECTION C, LINE 19 FORM 990, AUDIT REPORTS AND OTHER DOCUMENTS ARE POSTED ON OUR WEBSITE. UNITED WAY CAPITAL CORPORATION 330 N COMMERCE PARK LOOP 200 TUCSON AZ 85745 860984771 LEASE FACILITIES TO NONPROFITS AT BELOW MARKET RATES AZ 501(C)(3) LINE 12A, I UNITED WAY OF TUCSON AND SOUTHERN ARIZONA 1 0 1 1 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 UNITED WAY CAPITAL CORPORATION C 375000 CASH RECEIVED UNITED WAY CAPITAL CORPORATION K 199059 CASH PAID UNITED WAY CAPITAL CORPORATION K 289033 FMV IN EXCESS OF CASH PAID UNITED WAY CAPITAL CORPORATION B 200000 CASH PAID UNITED WAY CAPITAL CORPORATION L 15000 MANAGEMENT FEE CHARGED