2023-04-06T18:30:08+00:00 2022-06-30 346565596 ERNST & YOUNG US LLP 2323 VICTORY AVENUE SUITE 2000 DALLAS TX 75219 990 2021-07-01 860104419 VALLEY OF THE SUN UNITED WAY VALL 6026314800 3200 EAST CAMELBACK ROAD 375 PHOENIX AZ 85018 CARLA VARGAS JASA PRESIDENT AND CEO 2023-04-06 true TANYA M MUNIZ 999009999 Patrick Shields P01508556 2149698000 2021 2023-04-26 12:10:37Z CARLA VARGAS JASA 3200 EAST CAMELBACK ROAD 375 PHOENIX AZ 85018 94078110 false X WWW.VSUW.ORG X 1925 AZ IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. SEE SCHEDULE O FOR FURTHER DETAIL. 35 35 128 1459 0 0 106382144 75504856 641379 445064 2757734 3907252 103288 85364 109884545 79942536 77935564 67705619 0 0 8525556 8725143 0 0 3821198 4052367 4166297 90513487 80597059 19371058 -654523 109732254 104098931 25479400 35727291 84252854 68371640 IMPROVES LIVES BY MOBILIZING COMMUNITY, CORPORATE AND NONPROFIT PARTNERS TO REACH BOLD GOALS FOR MARICOPA COUNTY IN THE AREAS OF HEALTH, HOUSING AND HOMELESSNESS, EDUCATION AND WORKFORCE DEVELOPMENT. false false 61618315 61618315 0 GRANTS, ALLOCATIONS, AND DISTRIBUTIONS TO HEALTH AND HUMAN SERVICE PROGRAMS, VSUW COMMUNITY OBJECTIVES, AND EMERGENCY COVID-19 RELIEF. SEE SCHEDULE O FOR FURTHER DETAIL. 6087304 6087304 350264 DESIGNATIONS TO VARIOUS COMMUNITY NON-PROFIT ORGANIZATIONS. SEE SCHEDULE O FOR FURTHER DETAIL. 5537551 0 94800 PROGRAM ACTIVITIES SUPPORTING COMMUNITY INITIATIVES. SEE SCHEDULE O FOR FURTHER DETAIL. 73243170 true true false true false false false false true true false false false true true false true false false false false false false true false false true false true false false false false false false false false true false false false true false false false false true 233 0 true 128 true false false false false false true true false false false false false false X 35 35 false false false false false false false true true false false true true true true true true true false false AZ X X TANYA MUNIZ 6026314889 3200 EAST CAMELBACK ROAD STE 375 PHOENIX AZ 85018 BRADLEY SMITH DIRECTOR/SECRETARY 4.0 0.0 X X 0 0 0 JOHN GRAHAM DIRECTOR/BOARD CHAIR 4.0 0.0 X X 0 0 0 MARIA HARPER MARINICK PHD DIRECTOR/VICE CHAIR 4.0 0.0 X X 0 0 0 ROBYN ARNELL BRENDEN DIRECTOR/TREASURER 4.0 0.0 X X 0 0 0 ANTHONY SHARETT DIRECTOR 2.0 0.0 X 0 0 0 CHAD GESTSON EDD DIRECTOR 2.0 0.0 X 0 0 0 DANIEL WANI DIRECTOR 2.0 0.0 X 0 0 0 DAVID LONG DIRECTOR 2.0 0.0 X 0 0 0 DON SMITH JR DIRECTOR 2.0 0.0 X 0 0 0 DRENA KUSARI DIRECTOR 2.0 0.0 X 0 0 0 ELISSA KELLY DIRECTOR 2.0 0.0 X 0 0 0 GEOFFREY BURBRIDGE DIRECTOR 2.0 0.0 X 0 0 0 JEFFREY MESHEY DIRECTOR 2.0 0.0 X 0 0 0 JENNY HOLSMAN TETREAULT DIRECTOR 2.0 0.0 X 0 0 0 KENNETH LEVINE DIRECTOR 2.0 0.0 X 0 0 0 KEVIN COOPER DIRECTOR 2.0 0.0 X 0 0 0 LATASHA CAUSEY DIRECTOR 2.0 0.0 X 0 0 0 LAURA LO BIANCO DIRECTOR 2.0 0.0 X 0 0 0 LEE ANN BOHN DIRECTOR 2.0 0.0 X 0 0 0 LISA CAGNOLATTI DIRECTOR 2.0 0.0 X 0 0 0 LISA RILEY DIRECTOR 2.0 0.0 X 0 0 0 MATTHEW FEENEY DIRECTOR 2.0 0.0 X 0 0 0 MICHAEL TULLY DIRECTOR 2.0 0.0 X 0 0 0 MONICA VILLALOBOS DIRECTOR 2.0 0.0 X 0 0 0 MONICA WHITING DIRECTOR 2.0 0.0 X 0 0 0 NEIL GIULIANO DIRECTOR 2.0 0.0 X 0 0 0 NINA MULLINS DIRECTOR 2.0 0.0 X 0 0 0 PATRICK STRIECK DIRECTOR 2.0 0.0 X 0 0 0 PAULA BOCA-BOMMARITO DIRECTOR 2.0 0.0 X 0 0 0 ROBIN REED DIRECTOR 2.0 0.0 X 0 0 0 RUBEN ALVAREZ DIRECTOR 2.0 0.0 X 0 0 0 STEVE EVANS DIRECTOR 2.0 0.0 X 0 0 0 TODD SANDERS DIRECTOR 2.0 0.0 X 0 0 0 TRACY BAME DIRECTOR 2.0 X 0 0 0 VINCE ROIG DIRECTOR 2.0 X 0 0 0 CARLA VARGAS JASA PRESIDENT AND CEO 50.0 0.0 X 298182 0 17001 TANYA MUNIZ CHIEF FIN. & ADMIN OFFICER 50.0 0.0 X 213264 0 25454 COLLEEN GAUTAM SVP, GENERAL COUNSEL & ADMIN 50.0 0.0 X 125518 0 26700 LAURA KAISER CHIEF CORP RELATIONS & BRAND OFFICER 50.0 0.0 X 134799 0 13678 PENNY ALLEE TAYLOR CHIEF PUBLIC POLICY OFFICER 50.0 0.0 X 145802 0 22568 ROBERT PODLOGAR CHIEF COMM DEV & ENGAGEMENT OFFICER 50.0 0.0 X 177532 0 13416 SHELLEY GRIFFIN VP, INFORMATION TECHNOLOGY 50.0 0.0 X 127189 0 13976 1222286 0 132793 14 false true false The Lavidge Company 2777 E Camelback Rd Suite 300 Phoenix AZ 85016 Advertising and P.R. 435022 Seabrooks Too LLC 1100 E Campbell Rd Suite 246 Richardson TX 75081 Software Development 168888 Ernst & Young 3712 Solutions Center Chicago IL 606773007 Audit and Tax 126598 3 619039 262753 52902740 21720324 357622 75504856 PROCESSING FEES 900099 350264 350264 LEARN UNITED REVENUE 900099 94800 94800 0 0 0 0 445064 3933535 0 0 3933535 0 0 0 0 0 0 0 0 14038657 14064940 -26283 0 -26283 -26283 24030 262753 70634 -46604 -46604 0 0 0 0 0 0 0 0 0 0 0 0 MISCELLANEOUS REVENUE 900099 131968 131968 0 0 0 0 131968 79942536 577032 0 3860648 67705619 67705619 511446 171897 222581 116968 6502816 2863383 1543630 2095803 226706 96367 45912 84427 942873 425076 224669 293128 541302 235898 132325 173079 18343 7272 9095 1976 166598 40000 110098 16500 72178 72178 351045 227443 78465 45137 474463 149490 193567 131406 303198 170410 60191 72597 553874 268169 168905 116800 938285 426992 216027 295266 1587 425 429 733 12347 4974 2388 4985 349230 117376 151985 79869 428187 194431 98745 135011 96269 40699 27902 27668 SPECIAL EVENTS 91674 19486 24501 47687 BANKING, PAYROLL, PERMITS 122293 19189 90251 12853 PRINTING AND PUBLICATIONS 77326 15873 13023 48430 ALL OTHER EXPENSES 109400 42701 45824 20875 0 0 0 0 80597059 73243170 3532691 3821198 0 0 12471868 17125624 10155892 9548779 0 0 0 0 0 0 0 0 0 0 536017 1324853 4210427 2661500 1042687 1548927 84351377 73725855 0 0 0 0 1174413 824893 109732254 104098931 11309778 22018974 13496415 11376855 0 0 0 0 0 0 0 0 0 0 0 2000000 673207 331462 25479400 35727291 X 67891831 50470494 16361023 17901146 0 0 0 0 0 0 84252854 68371640 109732254 104098931 -654523 -15226691 0 X false true X true true true X 93081891 89940521 97771905 106382144 75504856 462681317 0 0 93081891 89940521 97771905 106382144 75504856 462681317 0 462681317 1880828 2102864 1389948 1630133 3933535 10937308 0 0 0 0 0 0 0 473618625 3094848 0.9769 0.9815 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false true 10650 false false true 105540 true 16220 false 132410 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY SCH C, PART II-B, LINES 1B AND 1G VALLEY OF THE SUN UNITED WAY (VSUW) HAD VOLUNTEERS AND STAFF THAT MET WITH LEGISLATORS AND ADVOCATED ON BEHALF OF ISSUES THAT AFFECT THE LIVES IN MARICOPA COUNTY IN THE AREAS THAT DIRECTLY ALIGN WITH THE MISSION OF VSUW. SPECIFICALLY FOCUSING ON POLICIES IMPACTING: -211 ARIZONA STATEWIDE SYSTEM -CHARITABLE DEDUCTIONS FOR NON ITEMIZERS -COVID-19 PUBLIC HEALTH EMERGENCY SUPPORT -ARIZONA TOGETHER FUND FOR GRANTS TO ARIZONA NONPROFITS -CRISIS CONTINGENCY AND SAFETY NET FUND -BEHAVORIAL HEALTH FUNDING -FINANCIAL LITERACY AND PERSONAL FINANCE EDUCATION FOR DES CLIENTS -SUICIDE AWARENESS AND PREVENTION INSTRUCTION -CITY OF PHOENIX AFFORDABLE HOUSING PLAN -PHOENIX FOOD PROGRAM VSUW HAS A POSITION, CHIEF PUBLIC POLICY OFFICER, WHICH FOCUSES ON RESEARCHING AND ADVOCATING LEGISLATIVE ACTIVITIES THAT DIRECTLY ALIGN WITH THE MISSION OF VSUW. AN ESTIMATED 80% OF HER TIME, VALUED AT $132,410 WAS DIRECTLY RELATED TO ACTIVITIES THAT ADVANCE THE PUBLIC POLICY ISSUES APPROVED BY THE VSUW BOARD OF DIRECTORS. 58942436 1804410 -7999383 1951206 50796257 46642129 28326 14518489 2246508 58942436 49267254 80708 -575326 2130507 46642129 48643844 18326 2254344 1649260 49267254 46729379 176165 3337790 1599490 48643844 0.67 0.33 0.0 false false 1062717 250236 812481 2122322 1610317 512005 1025388 800947 224441 1548927 SEC. 457 (B) DEFERRED COMPENSATION 326475 OTHER LIABILITIES 4987 331462 X 58642481 -15226691 39514 46604 -15140573 73783054 72178 6087304 6159482 79942536 74523695 39514 46604 86118 74437577 72178 6087304 6159482 80597059 Schedule D, Part V, Line 4 Intended uses of endowment funds THE ENDOWMENT EARNINGS ARE TO BE USED TO SUPPORT VALLEY OF THE SUN UNITED WAY AS OUTLINED IN ITS ENDOWMENT POLICY. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote MANAGEMENT IS OF THE OPINION THAT SUBSTANTIALLY ALL OF THE ORGANIZATION'S ACTIVITIES ARE RELATED TO ITS TAX-EXEMPT PURPOSE, AND NO MATERIAL UNCERTAIN TAX POSITIONS HAVE BEEN IDENTIFIED OR RECORDED IN THE FINANCIAL STATEMENTS AT JUNE 30, 2022 AND 2021. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 SPECIAL EVENTS - 46604 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements DONOR DESIGNATIONS - 6087304 Schedule D, Part XII, Line 2(d) Other expenses in audited financial statements not in form 990 SPECIAL EVENTS - 46604 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements DONOR DESIGNATIONS - 6087304 Breakfast 286783 262753 24030 60077 10557 0 0 286783 262753 24030 60077 10557 70634 -46604 true A New Leaf Inc 868 E University Drive Mesa AZ 85203 860377821 501c3 740433 36194 FMV VARIOUS IN-KIND Program Support ACCEL 10251 North 35th Avenue Phoenix AZ 85051 953497070 501c3 60000 25194 FMV VARIOUS IN-KIND Program Support AZ Center for Afterschool Excellence 77 E Weldon Ave Suite 210 Phoenix AZ 85012 813774638 501c3 25440 0 Program Support Arizona Community Foundation 2201 E Camelback Rd 405B Phoenix AZ 85016 861009220 501c3 40000 0 Program Support Arizona Housing Inc 209 W Jackson St Ste 100 Phoenix AZ 85003 860133392 501c3 252528 25194 FMV VARIOUS IN-KIND Program Support Arizona Technology Council 1438 W Broadway Rd Tempe AZ 85282 860593601 501c3 25000 0 Program Support Arizona YWCA Metropolitan Phoenix 2999 N 44th St Ste 250 Phoenix AZ 85018 860348306 501c3 52500 0 Program Support Arizona's Children Association 711 E Missouri Ave Ste 200 Phoenix AZ 85014 860811431 501c3 68348 0 Program Support AROUET Foundation 4636 E University Dr 210 Phoenix AZ 85035 455318781 501c3 80000 0 Program Support Aster Aging Inc 45 W University Dr Ste A Mesa AZ 85201 851652516 501c3 75560 0 Program Support Avondale Elementary School District 295 W Western Ave Avondale AZ 85323 271271506 GOVERNMENT 11898 25194 FMV VARIOUS IN-KIND Program Support Arizona State University 300 E University Dr Tempe AZ 85281 861041394 GOVERNMENT 132500 0 Program Support AZCEND PO Box 591 Chandler AZ 85244 860428780 501c3 234501 12597 FMV VARIOUS IN-KIND Program Support Banner Health Foundation 2025 North 3rd Street Suite 250 Phoenix AZ 85004 866051042 501c3 84520 0 Program Support Banner Olive Branch Senior Center 11250 N 107th Avenue Sun City AZ 85351 860977732 501c3 53000 0 Program Support BE A LEADER FOUNDATION 1717 W Northern Ave Ste 116 Phoenix AZ 85021 860098936 501c3 100399 0 Program Support Big Brothers Big Sisters of Central Arizona 1615 E Osborn Rd Phoenix AZ 85016 860096772 501c3 112500 0 Program Support Boys & Girls Clubs of the Valley 4309 E Belleview St Bldg 14 Phoenix AZ 85008 453456191 501c3 446234 600 FMV VARIOUS IN-KIND Program Support Boys and Girls Clubs of Greater Scottsdale 10533 East Lakeview Drive Scottsdale AZ 85258 860332919 501c3 114914 0 Program Support Boys Hope Girls Hope of Arizona 3443 N Central Ave Arcade 7 Phoenix AZ 85012 942596075 501c3 35500 6574 FMV VARIOUS IN-KIND Program Support Cancer Support Community Arizona 360 East Palm Lane Phoenix AZ 85004 942545356 501c3 85601 25694 FMV VARIOUS IN-KIND Program Support Candelen 8222 S 48th St Ste 120 Phoenix AZ 85044 942745413 501c3 6104221 0 Program Support Catholic Charities Community Service 4747 N 7th Ave Phoenix AZ 85013 550850279 501c3 90000 12597 FMV VARIOUS IN-KIND Program Support Center for the Future of Arizona 541 E Van Buren Suite B-5 Phoenix AZ 85004 860205254 501c3 140000 0 Program Support Central Arizona Shelter Services 230 S 12th Avenue Phoenix AZ 85007 860550646 501c3 127699 25194 FMV VARIOUS IN-KIND Program Support Chicanos Por La Causa Inc 1112 East Buckeye Road Phoenix AZ 85034 860133718 501c3 779000 0 Program Support Child & Family Resources 2800 East Broadway Tucson AZ 85716 860630295 501c3 2300960 0 Program Support Children's Action Alliance 3030 N 3rd Street Suite 650 Phoenix AZ 85012 860897810 501c3 8424 0 Program Support Community Bridges Inc 1855 W Baseline Rd Ste 101 Mesa AZ 85202 866000517 501c3 78390 0 Program Support Corporation for Supportive Housing 61 Broadway Suite 2300 New York NY 10006 820538372 501c3 25000 0 Program Support Creighton Community Foundation Inc 3219 E Camelback Rd Ste 376 Phoenix AZ 85018 860500753 501c3 34674 25194 FMV VARIOUS IN-KIND Program Support Child Crisis Arizona PO Box 4114 Mesa AZ 85211 860428780 501c3 308565 25194 FMV VARIOUS IN-KIND Program Support Desert Mission Inc 9225 N 3rd St Ste 200 Phoenix AZ 85020 860227210 501c3 118292 0 Program Support Dress For Success Phoenix 1024 E Buckeye Rd Ste 165 Phoenix AZ 85034 860251984 501c3 42690 0 Program Support Duet Partners In Health & Aging 10000 N 31st Ave Ste D200 Phoenix AZ 85051 860324144 501c3 40000 0 Program Support Dysart Unified Schools 089 15802 N Parkview Pl Surprise AZ 85374 860594785 GOVERNMENT 66710 2599 FMV VARIOUS IN-KIND Program Support East Valley JCC 908 N Alma School Road Chandler AZ 85224 271997517 501c3 89332 Program Support Easter Seals Blake Foundation 401 E Jefferson Street Phoenix AZ 85004 860823871 501c3 2081027 0 Program Support Educare Arizona 1300 N 48th St Phoenix AZ 85008 866000496 501c3 32468 0 Program Support Education Forward Arizona 4747 N 32nd St Ste 150 Phoenix AZ 85018 866000480 501c3 10000 0 Program Support Elaine 1075 W Jackson St Phoenix AZ 85007 462275877 501c3 69540 0 Program Support ELEVATE PHOENIX 3750 W Indian School Road Phoenix AZ 85019 860096941 501c3 40000 0 Program Support EMPACTSuicide Prevention Center 618 S Madison Drive Tempe AZ 85281 742370522 501c3 75000 0 Program Support Equality Health Foundation Ste 200 Phoenix AZ 85004 866031134 501c3 125000 0 Program Support Florence Crittenton Services of Arizona 715 W Mariposa St Phoenix AZ 85013 860618301 501c3 27380 0 Program Support FOSTER ARIZONA PO Box 20787 Mesa AZ 85277 860093224 501c3 46312 0 Program Support Foundation for Blind Children 1234 E Northern Ave Phoenix AZ 85020 261778287 501c3 135743 0 Program Support Free Arts for Abused Children of Arizona 352 E Camelback Rd Ste 101 Phoenix AZ 85012 900451740 501c3 126159 0 Program Support Fresh Start Women's Foundation 1130 E McDowell Rd Phoenix AZ 85006 742562293 501c3 73055 0 Program Support Friendly House Inc 113 W Sherman St Phoenix AZ 85003 237087997 501c3 335939 0 Program Support FRIENDS OF THE AVONDALE LIBRARIES 11465 W Civic Center Dr Suite 100 Avondale AZ 85323 453681012 501c3 7500 9595 FMV VARIOUS IN-KIND Program Support FUTURE FOR KIDS 1425 W Southern Ave Ste 10A Tempe AZ 85284 911846806 501c3 52785 0 Program Support Greater Phoenix Chamber of Commerce 201 N Central Ave Suite 2700 Phoenix AZ 85073 860103282 GOVERNMENT 62500 0 Program Support Helping Families In Need 3010 S 92nd Dr Tolleson AZ 85353 463920514 501c3 50000 0 Program Support Helping Hands for Single Moms 360 E Coronado Rd Ste 150 Phoenix AZ 85004 860129981 501c3 50671 0 Program Support Homeward Bound 2302 W Colter Street Phoenix AZ 85015 860739613 501c3 99401 0 Program Support Human Services Campus LLC 301 W Jefferson Street Suite 3200 Phoenix AZ 85003 860120506 501c3 282000 0 Program Support Hushabye Nursery 3003 E McDowell Rd Phoenix AZ 85008 900490683 501c3 35000 0 Program Support ICAN - Positive Programs for Youth 650 E Morelos St Chandler AZ 85225 861011434 501c3 52295 400 FMV VARIOUS IN-KIND Program Support Instituto Lab 221 E Indianola Ave Phoenix AZ 85012 261502209 501c3 50000 0 Program Support Jewish Family and Children's Services 4747 N 7th Street Ste 100 Phoenix AZ 85014 860133397 501c3 60000 0 Program Support Jobs for Arizona Graduates 3320 W Cheryl Dr Ste B220 Phoenix AZ 85051 800744034 501c3 135000 0 Program Support Junior Achievement of Arizona 636 West Southern Avenue Tempe AZ 85282 273182999 501c3 60500 0 Program Support Justa Center 1001 West Jefferson Phoenix AZ 85007 860660875 501c3 45387 0 Program Support Littleton Elementary School District PO BOX 280 0 Cashion AZ 85329 463333160 GOVERNMENT 86900 2699 FMV VARIOUS IN-KIND Program Support Live and Learn Program 326 E Coronado Rd Suite 201 Phoenix AZ 85004 822737849 501c3 65000 220 FMV VARIOUS IN-KIND Program Support Lutheran Social Services of the Southwest 2502 E University Dr Ste 125 Phoenix AZ 85034 860761030 501c3 81966 0 Program Support Maggie's Place Inc 4001 N 30th St Phoenix AZ 85016 135660870 501c3 112500 0 Program Support Native American Connections 4520 North Central Avenue 6th Floor Suite 600 Phoenix AZ 85012 860669709 501c3 167500 6750 FMV VARIOUS IN-KIND Program Support Neighborhood Ministries Inc 1918 West Van Buren Street Phoenix AZ 85009 860184349 501c3 256616 0 Program Support New Pathways for Youth Inc 1001 E Pierce Street Phoenix AZ 85006 472389424 501c3 108576 0 Program Support Not My Kid Inc 5230 E Shea Blvd Suite 100 Scottsdale AZ 85253 812833038 501c3 50000 550 FMV VARIOUS IN-KIND Program Support Phoenix Community Toolbank 3531 E Corona Ave Phoenix AZ 85040 465004833 501c3 5468 0 Program Support Phoenix Indian Center Inc 4520 North Central Avenue Suite 250 Phoenix AZ 85012 866000508 501c3 20000 5250 FMV VARIOUS IN-KIND Program Support Phoenix Public Library Foundation PO Box 3735 Phoenix AZ 85030 472086218 501c3 14842 0 Program Support Raising Special Kids 5025 East Washington Street Suite 204 Phoenix AZ 85034 860972675 501c3 50000 0 Program Support Read Better Be Better 715 E Montecito Ave Phoenix AZ 85014 866000486 501c3 56795 0 Program Support ResilientMe Inc 2875 W Ray Rd Ste 6310 Chandler AZ 85224 330315864 501c3 24000 0 Program Support Save The Family Foundation of Arizona 125 E University Dr Mesa AZ 85201 866000491 501c3 150000 0 Program Support Sojourner Center PO Box 20156 Phoenix AZ 85036 860809052 501c3 25655 1100 FMV VARIOUS IN-KIND Program Support Solari Inc 1275 W Washington St Ste 210 Tempe AZ 85281 860615007 501c3 150000 0 Program Support SOUNDS ACADEMY PO Box 44497 Phoenix AZ 85064 860988329 501c3 18928 0 Program Support Southwest Autism Research and Resource Center 300 N 18th Street Phoenix AZ 85006 263207544 501c3 30340 0 Program Support Southwest Human Development 2850 N 24th Street Phoenix AZ 85008 462561905 501c3 5424611 0 Program Support St Joseph the Worker PO Box 13503 Phoenix AZ 85002 866006566 501c3 160670 0 Program Support Stand for Children Arizona 645 N 4th Avenue Suite A Phoenix AZ 85003 860835463 501c3 80000 0 Program Support Stardust Building Supplies Inc 1720 W Broadway Suite 101 Mesa AZ 85202 860517082 501c3 100000 0 Program Support Teach For America Arizona 4747 N 32nd St Ste 130 Phoenix AZ 85018 474003520 501c3 10500 0 Program Support Tempe Community Action Agency 2146 E Apache Blvd Tempe AZ 85281 462674538 501c3 159490 0 Program Support The Salvation Army PO Box 52177 Phoenix AZ 85072 860665712 501c3 34818 26569 FMV VARIOUS IN-KIND Program Support The Zion Institute 5644 S 16th St Phoenix AZ 85040 823762263 501c3 48000 0 Program Support TIGERMOUNTAIN FOUNDATION 3146 E Wier Ave Ste 31 Phoenix AZ 85040 860096789 501c3 37456 0 Program Support US VETS - Phoenix 3507 N Central Ave Ste 200 Phoenix AZ 85012 942465081 501c3 50750 0 Program Support UMOM New Day Centers Inc 3307 NE Van Buren St Phoenix AZ 85008 260446321 501c3 300000 0 Program Support Union Elementary School District 3834 S 91st Ave Tolleson AZ 85353 463932746 GOVERNMENT 86247 0 Program Support United Food Bank 245 S Nina Dr Mesa AZ 85210 311496646 501c3 125000 0 Program Support Unlimited Potential 3146 E Wier Avenue Phoenix AZ 85040 860407179 501c3 18750 716 FMV VARIOUS IN-KIND Program Support UPWARD for children and families 6306 N 7th Street Phoenix AZ 85014 860600437 501c3 71516 6299 FMV VARIOUS IN-KIND Program Support Valley of the Sun Jewish Community Center 12701 N Scottsdale Road Suite 203 Scottsdale AZ 85254 521957214 501c3 55194 Program Support Valley of the Sun YMCA Executive Offices 350 N 1st Ave Phoenix AZ 85003 860868376 501c3 110000 1100 FMV VARIOUS IN-KIND Program Support Vitalyst Health Foundation 2929 N Central Ave Ste 1550 Phoenix AZ 85012 860975231 501c3 20000 0 Program Support Waste Not Inc 1700 N Granite Reef Scottsdale AZ 85257 860254820 501c3 62805 0 Program Support Wesley Community Center 1300 South 10th Street Phoenix AZ 85034 831160123 501c3 122991 0 Program Support World Hunger Ecumenical Arizona Task Force dba WHEAT 4000 N 7th Street Suite 118 Phoenix AZ 85014 941156347 501c3 57750 550 FMV VARIOUS IN-KIND Program Support Year Up Arizona 45 Milk St 9th Floor Boston MA 02109 830370609 501c3 50000 0 Program Support FTF Quality First Scholarships to Providers 3200 E Camelback Rd Suite 375 Phoenix AZ 85018 33626337 Program Support Direct Designations to Various Agencies 3200 E Camelback Rd Suite 375 Phoenix AZ 85018 501c3 5685583 Program Support Maricopa Cnty Burial Support-Various Ptnrs 3200 E Camelback Rd Suite 375 Phoenix AZ 85018 845870 Program Support Senior Connect Meals-Various Partners 3200 E Camelback Rd Suite 375 Phoenix AZ 85018 891878 Program Support Comprehensive Literacy-Various Partners 3200 E Camelback Rd Suite 375 Phoenix AZ 85018 95233 Program Support Cmty Initiative Funding-Various Partners 3200 E Camelback Rd Suite 375 Phoenix AZ 85018 501c3 59989 47804 FMV VARIOUS IN-KIND Program Support Pantry Packs-Various Partners 3200 E Camelback Rd Suite 375 Phoenix AZ 85018 42479 1601 460 Schedule I, Part II SCHEDULE I, PART II FIRST THINGS FIRST - QUALITY FIRST SCHOLARSHIPS TO ELIGIBLE PROVIDERS: MANY WORKING, LOW-INCOME FAMILIES STRUGGLE TO PAY FOR QUALITY CHILD CARE. SOME MUST CHOOSE BETWEEN A JOB OR LEAVING THEIR CHILDREN IN CARE THAT IS NOT THEIR FIRST CHOICE. EARLY CARE AND EDUCATION PROVIDERS ENROLLED IN QUALITY FIRST MAY BE ELIGIBLE TO OFFER QUALITY FIRST SCHOLARSHIPS, WHICH HELP LOW-INCOME FAMILIES WITH CHILDREN BIRTH TO AGE 5 AFFORD QUALITY CHILD CARE. QUALITY FIRST SCHOLARSHIPS HELP EARLY CARE AND EDUCATION PROVIDERS FILL PAID SLOTS IN THEIR PROGRAM AND REIMBURSE THEM FOR SOME OF THE EXPENSES OF PROVIDING QUALITY (HIGHER WAGES FOR MORE EXPERIENCED AND EDUCATED PROFESSIONALS, LOW STAFF-TO-CHILD RATIOS AND SMALL GROUP SIZES, ETC.). THE NUMBER OF SCHOLARSHIPS ASSIGNED TO EACH SITE AND THE REIMBURSEMENT RATE ARE BASED ON THE SIZE OF THE PROGRAM AND ITS QUALITY FIRST STAR RATING. PROGRAMS WITH STAR RATINGS IN THE QUALITY LEVELS RECEIVE MORE SCHOLARSHIPS AND HIGHER REIMBURSEMENTS FOR EACH SCHOLARSHIP. MARICOPA COUNTY'S BURIAL SUPPORT PROGRAM: MARICOPA COUNTY PARTNERED WITH THE VALLEY OF THE SUN UNITED WAY (VSUW) AND CONTRACTED FOR ADMINISTRATIVE SERVICES RELATED TO MARICOPA COUNTY'S BURIAL SUPPORT PROGRAM. THROUGH THIS PROGRAM, MARICOPA COUNTY RESIDENTS MAY ACCESS FINANCIAL ASSISTANCE FOR BURIAL OR CREMATION SERVICES AT A PARTICIPATING LICENSED FUNERAL HOME, DUE TO COVID-19 RELATED FINANCIAL HARDSHIP. Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. VALLEY OF THE SUN UNITED WAY (VSUW) MONITORS THE USE OF GRANTS IN SEVERAL WAYS. AGENCIES MUST PROVIDE TO VSUW PROJECTED AND ACTUAL FINANCIAL INFORMATION, CLIENT BENEFICIARY DATA AND SERVICE STATISTICS INCLUDING SPECIFIED PERIODIC OUTCOME MEASUREMENT DATA IN VSUW'S REQUIRED FORMAT FOR ALL VSUW-FUNDED PROGRAMS UPON REQUEST. IN SOME SITUATIONS, PROVIDING OUTCOME DATA WILL INCLUDE COOPERATION AND COLLABORATION WITH AN OUTSIDE EVALUATOR APPOINTED BY VSUW. ON-GOING FUNDING LEVELS MAY BE IMPACTED BY THE PROGRAM(S) ABILITY TO DEMONSTRATE APPROPRIATE OUTCOME ACHIEVEMENT. VSUW ENSURES ALL AGENCIES RECEIVING FUNDS ARE IN COMPLIANCE WITH THE U.S. PATRIOT ACT. VALLEY OF THE SUN UNITED WAY PROCESSES A VARIETY OF DONOR DESIGNATIONS. FUNDS ARE DIRECTED TO THE ORGANIZATIONS AS REQUESTED BY THE DONOR AFTER VERIFYING THEY ARE LEGITIMATE 501(C)(3) ORGANIZATIONS AND THEY COMPLY WITH THE PATRIOT ACT. IN FISCAL YEAR 2022, VSUW DIRECTED THESE FUNDS TO NEARLY 1,500 AGENCIES. VALLEY OF THE SUN UNITED WAY DOES NOT HAVE DISCRETION TO AWARD THESE DESIGNATIONS, BUT MUST FOLLOW THE REQUEST OF THE DONOR. IF THE DESIGNEE DOES NOT QUALIFY UNDER THE 501(C)(3) OR PATRIOT ACT REQUIREMENTS THE DONOR IS CONTACTED TO REDIRECT THE DONATION. X true true X X X X X false false false false false false false false false CARLA VARGAS JASA PRESIDENT AND CEO 296438 0 1024 0 720 0 8817 0 8184 0 315183 0 0 0 TANYA MUNIZ CHIEF FIN. & ADMIN OFFICER 211558 0 1123 0 583 0 8801 0 16653 0 238718 0 0 0 ROBERT PODLOGAR CHIEF COMM DEV & ENGAGEMENT OFFICER 174917 0 1015 0 1600 0 1558 0 11858 0 190948 0 0 0 PENNY ALLEE TAYLOR CHIEF PUBLIC POLICY OFFICER 142942 0 1083 0 1777 0 5848 0 16720 0 168370 0 0 0 COLLEEN GAUTAM SVP, GENERAL COUNSEL & ADMIN 124179 0 1110 0 229 0 5891 0 20809 0 152218 0 0 0 Schedule J, Part I, Line 1a Tax indemnification and gross-up payments A NOMINAL HOLIDAY BONUS PLUS A GROSS UP FOR TAXES IS PAID TO EMPLOYEES. THE AMOUNTS ARE TAXABLE IN THE CURRENT YEAR AND, AS SUCH, ARE INCLUDED IN REPORTABLE COMPENSATION IN PART VII AND SCHEDULE J, PART II. X 57404 Other X PPE 15400 300218 Other - FMV 1 false true false Schedule M, Part I Explanations of reporting method for number of contributions Other - PPE THE ORGANIZATION REPORTS, IN SCHEDULE M, PART I, COLUMN (B), THE NUMBER OF ITEMS RECIEVED, NOT THE NUMBER OF CONTRIBUTIONS. Form 990, Part I, Line 6 VOLUNTEERS VALLEY OF THE SUN UNITED WAY (VSUW) HAS OVER 1,500 VOLUNTEERS WHO ASSIST THE ORGANIZATION IN A VARIETY OF CAPACITIES. VSUW'S VOLUNTEERS ARE A KEY COMPONENT TO THE SUCCESS OF THE ORGANIZATION. VSUW RELIES HEAVILY ON THE GUIDANCE OF KEY VOLUNTEERS TO APPROVE BUDGETS AND DISTRIBUTIONS TO THE COMMUNITY. VSUW HAS VOLUNTEERS IN SEVERAL POSITIONS TO INCLUDE BOARD/POLICY MAKING, CAMPAIGN, COMMUNITY IMPACT, ENDOWMENT, PUBLIC POLICY, AND A VARIETY OF DIRECT SERVICES. Form 990, Part III, Line 4 PROGRAM SERVICE DESCRIPTION VALLEY OF THE SUN UNITED WAY IS AN ARIZONA NONPROFIT ORGANIZATION WHOSE MISSION IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF ITS COMMUNITY. VALLEY OF THE SUN UNITED WAY HAS ADDRESSED MARICOPA COUNTY'S MOST IMPORTANT HEALTH AND HUMAN CARE NEEDS FOR 95 YEARS. SINCE 1925, VALLEY OF THE SUN UNITED WAY HAS UNIFIED DIVERSE PARTNERS, DONORS, BUSINESSES, NONPROFITS, GOVERNMENT, AND FAITH-BASED COMMUNITIES TO BUILD A STRONGER VALLEY FOR US ALL. VALLEY OF THE SUN UNITED WAY AND OUR PARTNERS ENVISION A COMMUNITY WHERE EVERY CHILD, FAMILY AND INDIVIDUAL IS HEALTHY, HAS A SAFE PLACE TO LIVE AND HAS EVERY OPPORTUNITY TO SUCCEED IN SCHOOL, LIFE AND WORK. WE BELONG TO OUR COMMUNITY, SO WE SEEK COMMUNITY INPUT ON THE MOST PRESSING ISSUES. THEN, WE BRING PEOPLE, ORGANIZATIONS AND COMPANIES TOGETHER TO PROACTIVELY SOLVE THEM. IN MARCH OF 2021, WE ANNOUNCED MIGHTY CHANGE 2026 (MC2026), OUR NEW FIVE-YEAR COMMUNITY PLAN DESIGNED TO ADDRESS THE MOST URGENT NEEDS OF THE COMMUNITY. IN IT, WE UNVEILED BOLD GOALS IN THE AREAS OF HEALTH, HOUSING AND HOMELESSNESS, EDUCATION AND WORKFORCE DEVELOPMENT. BY 2026, TOGETHER WITH NONPROFIT, COMMUNITY, REGIONAL AND CORPORATE PARTNERS, WE WILL WORK TO: * DECREASE FOOD INSECURITY BY 50% * INCREASE THE NUMBER OF INDIVIDUALS WITH ACCESS TO AFFORDABLE HEALTHCARE BY 100,000 * REDUCE HOMELESSNESS BY 50% * INCREASE THIRD GRADE READING PROFICIENCY BY 25% * INCREASE YOUTH AGE 16-24 ENGAGED IN EDUCATION AND EMPLOYMENT OPPORTUNITIES BY 38% * INCREASE PREPARATION OF INDIVIDUALS FOR A LIVING WAGE JOB BY 33% * INCREASE ACHIEVEMENT OF HIGHER PAYING EMPLOYMENT BY 20% IN FISCAL YEAR 2021, THE ORGANIZATION RECEIVED A $25,000,000 UNRESTRICTED GRANT FROM PHILANTHROPIST, AUTHOR, AND AMAZON CO-FOUNDER MACKENZIE SCOTT (NATIONAL PHILANTHROPIC TRUST). THE TRANSFORMATIONAL GIFT IS BEING DEPLOYED DIRECTLY INTO THE COMMUNITY OVER THE FIVE YEARS BEGINNING FISCAL YEAR 2021. THE FUNDS ARE BEING USED TO EXECUTE ITS MC2026 PLAN AND WILL PROVIDE MULTIYEAR SUPPORT TO HELP STABILIZE FOUNDATIONAL COMMUNITY PROGRAMS. THE GRANT WILL ALSO ALLOW THE ORGANIZATION TO CREATE CAPACITY TO BUILD DEEPER ENGAGEMENT OPPORTUNITIES AROUND KEY ISSUES TO INVOLVE MEMBERS OF THE COMMUNITY LIKE NEVER BEFORE, AND TO INVEST IN EXPANDING EFFORTS TO MAKE DIVERSITY, EQUITY, ACCESS, AND INCLUSION FOUNDATIONAL TO ALL ITS WORK. AS A RESULT OF THIS GIFT, THE CONSOLIDATED FINANCIAL STATEMENTS AT JUNE 30, 2021 SHOWED A SUBSTANTIAL INCREASE TO NET ASSETS. THE ORGANIZATION'S FIVE-YEAR EXPENDITURE PLAN FOR THIS GIFT RESULTED IN A PLANNED DECREASE IN NET ASSETS, EXCLUDING INVESTMENT LOSS, OF $5,773,000 FOR THE YEAR ENDED JUNE 30, 2022. Form 990, Part VI, Line 1a VOTING MEMBERS PURSUANT TO THE BYLAWS, VALLEY OF THE SUN UNITED WAY'S EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE CORPORATION AND SUCH ADDITIONAL PERSONS WHO ARE THEN SERVING ON THE BOARD, AS MAY BE APPOINTED BY THE CHAIR OF THE BOARD. IN AN EMERGENCY, AS DETERMINED BY THE PRESIDENT, THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE ALL THE POWERS OF THE BOARD, EXCEPT AS LIMITED BY LAW OR BOARD RESOLUTION. ANY EMERGENCY ACTION TAKEN SHALL BE SUBMITTED TO THE BOARD FOR RATIFICATION. Form 990, Part VI, Line 11b Review of form 990 by governing body THE FORM IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE CONTROLLER. AFTER REVIEW BY THE CHIEF FINANCIAL AND OPERATING OFFICER, THE DRAFT 990 IS PRESENTED TO THE VSUW FINANCE COMMITTEE TO REVIEW AND APPROVE. THE 990 IS POSTED AS AN AGENDA ITEM TO DISCUSS AND REVIEW. A FINAL DRAFT 990 IS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO THE FINAL SUBMISSION OF THE FORM 990. THE BOARD RECEIVES COPIES OF THE 990 AFTER THE FINANCE COMMITTEE HAS REVIEWED AND APPROVED IT. UPON REVIEW, THE 990 IS SIGNED AND SUBMITTED TO THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy VSUW SENDS THE CONFLICT OF INTEREST POLICY STATEMENT AND SURVEY TO THE BOARD OF DIRECTORS ON A REGULAR BASIS. A WEB-BASED SURVEY AND THE POLICY ARE SENT TO THE INTERESTED PARTIES VIA EMAIL. THE EXECUTIVE OFFICE MONITORS AND MAKES THE EFFORT TO ENSURE ALL INTERESTED PARTIES COMPLETE THE SURVEY AND ACKNOWLEDGE THE CONFLICT OF INTEREST POLICY. VSUW STAFF IS ALSO TRAINED AND EDUCATED ANNUALLY ON THE CONFLICT OF INTEREST POLICY, AND ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM DURING THE ONBOARDING PROCESS AND AT LEAST ONE TIME PER YEAR AFTER THAT. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE COMPENSATION COMMITTEE, A SUBCOMMITTEE OF THE VSUW BOARD OF DIRECTORS, REVIEWS AND DETERMINES THE COMPENSATION OF THE PRESIDENT/CEO ON AN ANNUAL BASIS AND REVIEWS AND DETERMINES THE COMPENSATION OF THE CFOO EVERY THREE YEARS. THE COMPENSATION REVIEW CONSIDERS COMPENSATION DATA FROM AN INDEPENDENT COMPENSATION CONSULTANT AND RELEVANT COMPENSATION SURVEYS OR STUDIES, INCLUDING COMPARISON OF IRS FORM 990 COMPENSATION INFORMATION FROM SIMILAR AREA ORGANIZATIONS. THE COMPENSATION COMMITTEE COMPLETES A REBUTTABLE PRESUMPTION CHECKLIST WITH REGARD TO DETERMINING CEO AND CFOO COMPENSATION. THE COMPENSATION COMMITTEE CONSISTS OF THE EXECUTIVE COMMITTEE OF THE BOARD. IF A MEMBER OF THE COMPENSATION COMMITTEE RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM VSUW FOR SERVICES, THEN THAT MEMBER IS PRECLUDED FROM PARTICIPATING IN DISCUSSIONS OR VOTES PERTAINING TO THAT MEMBER'S COMPENSATION. Form 990, Part VI, Line 19 Required documents available to the public THE ORGANIZATION'S FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE READILY AVAILABLE ON THE VSUW WEBSITE AT WWW.VSUW.ORG. OTHER DOCUMENTS SUCH AS IRS DETERMINATION LETTER, CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND OTHER POLICIES ARE POSTED ON THE VSUW INTRANET AND ARE SUPPLIED TO EXTERNAL PARTIES UPON REQUEST. Form 990, Part VII, Section A BOARD OF DIRECTORS IN ADDITION TO VOTING DIRECTORS, HONORARY MEMBERS ARE INCLUDED ON THE VALLEY OF THE SUN UNITED WAY BOARD OF DIRECTORS TO HELP GUIDE THE BOARD DECISIONS AND PROVIDE VALUABLE ADVICE AND OPINIONS. IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS, THEY ARE NOT LISTED ON THE PART VII OF THE 990 BECAUSE THEY ARE NONVOTING; HOWEVER, THEY ARE RECOGNIZED AS VALLEY OF THE SUN UNITED WAY BOARD MEMBERS. THE INDIVIDUALS INCLUDED ARE: JEFF BARTON CHRIS CAMACHO SUSAN FRANK SABRINA FREIBERG HOPE LEVIN JIM MACDONALD LIZ MONTANO AVEIN SAATY-TAFOYA CHRISTINE WILKINSON, PH.D. Form 990, Part VIII, Line 1e GOVERNMENT GRANTS THE FIRST THINGS FIRST (FTF) CONTRACTS FOR SERVICE ORIGINATES FROM A 2006 VOTER-BACKED INITIATIVE IN WHICH ARIZONA VOTERS IMPOSED AN 80-CENT PER PACK TAX INCREASE ON TOBACCO PRODUCTS. THE SUCCESSFUL PASSAGE OF THAT INITIATIVE REULTSED IN IN ARIZONA LEGISLATION CREATING THE FIRST THINGS FIRST STATE AGENCY AND ITS PROGRAMS TO PROMOTE A FAMILY-CENTERED, COMPREHENSIVE, COLLABORATIVE, AND HIGH-QUALITY EARLY CHILDHOOD SYSTEM THAT SUPPORTS THE DEVELOPMENT, HEALTH, AND EARLY EDUCATION OF ALL ARIZONA'S CHILDREN BIRTH THROUGH AGE FIVE. REVENUES FROM FTF ARE STATUTORILY DESIGNATED DOLLARS EARMARKED TO BENEFIT ARIZONA CHILDREN. USING THIS REVENUE, FTF HAS CONTRACTED WITH VSUW FOR OVER 10 YEARS TO LEVERAGE VSUW'S TECHNOLOGY AND RESOURCES TO ADMINISTER CERTAIN STATEWIDE PROGRAMS ON WHICH AGENCIES AND COMMUNITY STAKEHOLDERS IN ALL ARIZONA REGIONS RELY. MANAGEMENT OF THIS REVENUE IS A UNIQUE AND IMPORTANT OPPORTUNITY FOR VSUW TO COLLABORATE WITH STATE GOVERNMENT, WHICH THEN BENEFITS OTHER NONPROFITS, CHILDCARE PROVIDERS, FAMILIES, AND CHILDREN LOCATED THROUGHOUT THE STATE OF ARIZONA. THIS COLLABORATION ENABLES FTF TO FULFILL ITS VISION THAT ALL ARIZONA'S CHILDREN ARE READY TO SUCCEED IN SCHOOL AND IN LIFE. CONTRACTS FOR SERVICE WITH FTF TOTALED $51,768,957 IN FY22 AND ARE REPORTED ON LINE E - GOVERNMENT GRANTS. LEARN UNITED LLC 3200 EAST CAMELBACK ROAD STE PHOENIX AZ 85018 814030025 VIRTUAL TOUR DE 17701 -479478 VSUW