MESA UNITED WAY INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- MESA UNITED WAY INC (EIN 86-0198599)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202301359349314065
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T15:38:29-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 EAST THOMAS ROAD SUITE 2300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860198599 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MESA UNITED WAY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MESA | BusinessNameControlTxt |
| Phone | 4809698601 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 EAST UNIVERSITY DRIVE | AddressLine1Txt |
| City | MESA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852015929 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK YOUNG | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 4809698601 | PhoneNum |
| Signature | 2023-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MARK | PersonFirstNm |
| Person Last | YOUNG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACQUELINE ECKMAN | PreparerPersonNm |
| PTIN | P01300648 | PTIN |
| Phone | 6022662248 | PhoneNum |
| Preparation | 2023-05-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK YOUNG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 EAST UNIVERSITY DRIVE | AddressLine1Txt |
| City | MESA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852015929 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,698,066 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MESAUNITEDWAY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | UNITING COMMUNITY. INSPIRING DONORS. IMPROVING LIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 572 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,126,840 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,060,313 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $199,600 | CYProgramServiceRevenueAmt |
| PY Investment Income | $234,800 | PYInvestmentIncomeAmt |
| CY Investment Income | $123,821 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $560 | CYOtherRevenueAmt |
| PY Total Revenue | $4,361,640 | PYTotalRevenueAmt |
| CY Total Revenue | $2,384,294 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,275,480 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $446,951 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,172,528 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,040,782 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $289,657 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $805,058 | PYOtherExpensesAmt |
| CY Other Expenses | $647,494 | CYOtherExpensesAmt |
| PY Total Expenses | $4,253,066 | PYTotalExpensesAmt |
| CY Total Expenses | $2,135,227 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $108,574 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $249,067 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,099,994 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,991,957 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $880,333 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,898,725 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,219,661 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,093,232 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNITING COMMUNITY. INSPIRING DONORS. IMPROVING LIVES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $844,188 | ExpenseAmt |
| Grant | $446,951 | GrantAmt |
| Revenue | $199,600 | RevenueAmt |
| Desc | COMMUNITY IMPACT: THE COMMUNITY IMPACT PROGRAM CARRIES OUT MESA UNITED WAY'S MISSION. THIS PROGRAM BRINGS MESA UNITED WAY STAFF TOGETHER WITH VOLUNTEERS, AGENCIES, AND COMPANIES IN MESA TO HELP MEMBERS OF THE COMMUNITY LEAD BETTER, MORE SELF-SUFFICIENT LIVES. COMMUNITY IMPACT IS ACCOMPLISHED THROUGH FUNDING AGENCY AND GRANT PROGRAMS, DEVELOPING, AND EXECUTING INITIATIVES, AND BUILDING RELATIONSHIPS BETWEEN COMMUNITY MEMBERS. CURRENT INITIATIVES ARE: 12 BOOKS/MESA YOUTH UNITE PROGRAM (LITERACY AND HUNGER INTERVENTION FOR LOW-INCOME AND LOW-PERFORMING CHILDREN BETWEEN KINDERGARTEN AND THIRD GRADE), AMERICORPS (A VOLUNTEER SERVICE PROGRAM PROVIDING SUPPORT FOR FOSTER CARE INITIATIVES AT HELENS HOPE CHEST), MESA K-READY (A COLLABORATIVE PROGRAM OFFERING INNOVATIVE PRE-SCHOOL SOLUTIONS), MESA VETERANS RESOURCE CENTER (RESOURCE NAVIGATION AND ESSENTIAL SERVICES PROVIDED TO VETERANS THROUGH A ONE-STOP-SHOP CENTER), VITA (VOLUNTEER INCOME TAX ASSISTANCE PROGRAM PROVIDING FREE TAX RETURN PREPARATION TO LOW- TO MODERATE-INCOME FAMILIES AND INDIVIDUALS), HELEN'S HOPE CHEST (CLOTHING FOR FOSTER AND KINSHIP FAMILIES), AND FOSTER360 (RESOURCE NAVIGATION AND HOMELESSNESS INTERVENTION FOR AGING-OUT FOSTER YOUTH). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $411,069 | ExpenseAmt |
| Desc | VOLUNTEER INCOME TAX ASSITANCE (VITA) PROGRAM: THE VITA PROGRAM IS A FREE TAX PREPARATION SERVICE FOR LOW- AND MODERATE- INCOME PEOPLE IN THE COMMUNITY. MESA UNITED WAY HAS SUPPORTED VITA FOR MANY YEARS, BUT FOR THE LAST 13 YEARS HAS BEEN THE LEAD AGENCY FOR THE MESA PROGRAM. VOLUNTEERS ARE TRAINED TO PREPARE TAX RETURNS AND THEN MUST PASS AN INTERNAL REVENUE SERVICE (IRS) CERTIFICATION TEST. DURING THE 2021-2022 FISCAL YEAR, 110 MESA UNITED WAY VITA VOLUNTEERS CONTRIBUTED OVER 7300 HOURS OF THEIR TIME TO COMPLETE MORE THAN 4,800 TAX RETURNS. THEIR EFFORTS RETURNED OVER $6.9 MILLION IN TAX REFUNDS TO THE MEMBERS OF OUR COMMUNITY WHO NEED IT MOST. OVER 900 HOURS OF TAX PREPARATION SERVICES WERE PROVIDED AT 14 DIFFERENT SITES LOCATED IN MESA AND CHANDLER. MESA UNITED WAY'S VITA COALITION PARTNERS PROVIDED THE FACILITIES FOR THE VITA SITES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $253,171 | ExpenseAmt |
| Desc | MESA VETERANS RESOURCE CENTER: KNOWING HOW TO ACCESS AVAILABLE RESOURCES CAN BE DIFFICULT AND CONFUSING FOR VETERANS. THE MESA VETERANS RESOURCE CENTER (MVRC) HELPS HUNDREDS OF VETERANS RECEIVE THE AID THEY NEED, INCLUDING EMERGENCY SHELTER SERVICES, EMPLOYMENT TRAINING, TRANSPORTATION, MENTAL HEALTH AND SUBSTANCE ABUSE SUPPORT, FOOD ASSISTANCE, BASIC NEEDS AND MORE. OUR GOAL IS TO WALK ALONGSIDE THESE VETERANS TO GET THEM THE RESOURCES AND TOOLS THEY NEED TO NOT ONLY GET BY, BUT SUCCEED. IN THIS LAST YEAR, MVRC SERVED 1397 VETERANS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,508,428 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 7 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 20 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALLISON JOHNSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4809698601 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 EAST UNIVERSITY DRIVE | AddressLine1Txt |
| City | MESA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852015929 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| PAUL ANDERSON | |||||||
| CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| THOMAS BROWN | |||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KEISHA MCKINNOR | |||||||
| VICE CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SPENCER DICKSON | |||||||
| SECRETARY | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SETH MARTY | |||||||
| AUDIT COMMITTEE CHAIR | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| VERONICA LEWIS | |||||||
| PAST CHAIRPERSON | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNN WESTERGARD | |||||||
| PAST CHAIRPERSON | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD ADAMS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LORI M BERQUAM | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDRIA L FOURLIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KINA HARDING | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA HEGEMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANCISCO HEREDIA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBBIE MIDDLETON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN R NIELSEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW C SARAT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA SNOW | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN CARLAND | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTOPHER JONES | |||||||
| DIRECTOR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JONATHAN SCHMITT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOM RHODES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK YOUNG | |||||||
| PRESIDENT & CEO | 20.00 | 20.00 | Yes (X) | $75,122 | $18,780 | $15,642 | |
| ALLISON JOHNSON | |||||||
| V.P. OF FINANCE & DONOR MANAGEMENT | 34.00 | 6.00 | Yes (X) | $44,000 | $11,000 | $13,130 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $119,122 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $29,780 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $28,772 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $763,475 | GovernmentGrantsAmt |
| All Other Contributions | $1,296,838 | AllOtherContributionsAmt |
| Noncash Contributions | $282,205 | NoncashContributionsAmt |
| Total Contributions | $2,060,313 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEE REVENUE | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $199,600 | TotalRevenueColumnAmt |
| Exclusion | $199,600 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $199,600 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,101 | TotalRevenueColumnAmt |
| Exclusion | $26,101 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $411,492 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $313,772 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $97,720 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $97,720 | TotalRevenueColumnAmt |
| Exclusion | $97,720 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 561499 | BusinessCd |
| Total Revenue Column | $560 | TotalRevenueColumnAmt |
| Exclusion | $560 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $560 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,384,294 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $323,981 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $446,951 | TotalAmt |
| Program Services | $446,951 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,475 | TotalAmt |
| Program Services | $44,942 | ProgramServicesAmt |
| Management And General | $76,571 | ManagementAndGeneralAmt |
| Fundraising | $26,962 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $663,196 | TotalAmt |
| Program Services | $459,536 | ProgramServicesAmt |
| Management And General | $91,840 | ManagementAndGeneralAmt |
| Fundraising | $111,820 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,079 | TotalAmt |
| Program Services | $19,666 | ProgramServicesAmt |
| Management And General | $2,761 | ManagementAndGeneralAmt |
| Fundraising | $5,652 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,129 | TotalAmt |
| Program Services | $91,795 | ProgramServicesAmt |
| Management And General | $7,054 | ManagementAndGeneralAmt |
| Fundraising | $35,280 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,903 | TotalAmt |
| Program Services | $42,499 | ProgramServicesAmt |
| Management And General | $12,745 | ManagementAndGeneralAmt |
| Fundraising | $11,659 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,110 | TotalAmt |
| Program Services | $4,110 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,558 | TotalAmt |
| Management And General | $19,558 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,291 | TotalAmt |
| Program Services | $51,475 | ProgramServicesAmt |
| Management And General | $1,400 | ManagementAndGeneralAmt |
| Fundraising | $10,416 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,428 | TotalAmt |
| Program Services | $11,334 | ProgramServicesAmt |
| Management And General | $94 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,959 | TotalAmt |
| Program Services | $74,997 | ProgramServicesAmt |
| Management And General | $11,062 | ManagementAndGeneralAmt |
| Fundraising | $19,900 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,510 | TotalAmt |
| Program Services | $32,935 | ProgramServicesAmt |
| Management And General | $1,181 | ManagementAndGeneralAmt |
| Fundraising | $2,394 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,403 | TotalAmt |
| Program Services | $7,858 | ProgramServicesAmt |
| Management And General | $620 | ManagementAndGeneralAmt |
| Fundraising | $925 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,212 | TotalAmt |
| Program Services | $1,763 | ProgramServicesAmt |
| Management And General | $2,209 | ManagementAndGeneralAmt |
| Fundraising | $240 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,535 | TotalAmt |
| Program Services | $62,998 | ProgramServicesAmt |
| Management And General | $31,038 | ManagementAndGeneralAmt |
| Fundraising | $31,499 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,810 | TotalAmt |
| Program Services | $6,896 | ProgramServicesAmt |
| Management And General | $1,301 | ManagementAndGeneralAmt |
| Fundraising | $2,613 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS AND MAINTENANCE | $86,257 | $29,485 | $27,050 | $29,722 |
| OTHER | $69,893 | $69,893 | ||
| UNITED WAY DUES | $49,567 | $49,567 | ||
| EVENT EXPENSES | $40,782 | $40,782 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,179 | TotalAmt |
| Program Services | $8,513 | ProgramServicesAmt |
| Management And General | $1,091 | ManagementAndGeneralAmt |
| Fundraising | $575 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,135,227 | TotalAmt |
| Program Services | $1,508,428 | ProgramServicesAmt |
| Management And General | $337,142 | ManagementAndGeneralAmt |
| Fundraising | $289,657 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $956,177 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $509,463 | BOYAmt |
| EOY | $22,188 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $650,487 | BOYAmt |
| EOY | $717,084 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $9,478 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,447 | BOYAmt |
| EOY | $3,703 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,508,935 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,271,730 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,339,844 | BOYAmt |
| EOY | $1,237,205 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,513,003 | BOYAmt |
| EOY | $2,962,437 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,750 | BOYAmt |
| EOY | $83,685 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,099,994 | BOYAmt |
| EOY | $5,991,957 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,852 | BOYAmt |
| EOY | $79,199 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,492 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $312,048 | BOYAmt |
| EOY | $333,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,941 | BOYAmt |
| EOY | $1,486,526 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $880,333 | BOYAmt |
| EOY | $1,898,725 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,820,204 | BOYAmt |
| EOY | $2,931,312 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,399,457 | BOYAmt |
| EOY | $1,161,920 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,219,661 | BOYAmt |
| EOY | $4,093,232 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,099,994 | BOYAmt |
| EOY | $5,991,957 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $249,067 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$450,653 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $2,588 | DonatedServicesAndUseFcltsAmt |
| Prior Period Adjustments | $73,634 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$1,065 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,823,941 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,211,474 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,395,161 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,126,840 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,296,838 | CurrentTaxYearAmt |
| Total | $17,854,254 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $763,475 | CurrentTaxYearAmt |
| Total | $763,475 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,823,941 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,211,474 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,395,161 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,126,840 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,060,313 | CurrentTaxYearAmt |
| Total | $18,617,729 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $18,617,729 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $77,339 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,313 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $58,947 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,661 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,101 | CurrentTaxYearAmt |
| Total | $246,361 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $560 | CurrentTaxYearAmt |
| Total | $560 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $18,864,650 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $278,657 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98690 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98570 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $760,579 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$88,733 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $671,846 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $664,123 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $102,879 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $6,423 | AdministrativeExpensesAmt |
| End Year Balance | $760,579 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $628,229 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $35,894 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $664,123 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $639,498 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $42,991 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $48,718 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $5,542 | AdministrativeExpensesAmt |
| End Year Balance | $628,229 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $605,122 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $40,784 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $6,408 | AdministrativeExpensesAmt |
| End Year Balance | $639,498 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,475 | OtherCostOrOtherBasisAmt |
| Book Value | $6,475 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $556,601 | OtherCostOrOtherBasisAmt |
| Depreciation | $124,357 | DepreciationAmt |
| Book Value | $432,244 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,648,904 | OtherCostOrOtherBasisAmt |
| Depreciation | $856,187 | DepreciationAmt |
| Book Value | $792,717 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $289,555 | OtherCostOrOtherBasisAmt |
| Depreciation | $284,186 | DepreciationAmt |
| Book Value | $5,369 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,400 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,000 | DepreciationAmt |
| Book Value | $400 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,237,205 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CASH HELD IN TRUST | $1,405,997 |
| CAPITAL LEASE OBLIGATIONS | $563 |
| DONOR DESIGNATIONS PAYABLES | $79,966 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,486,526 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO PROVIDE AN INSTRUMENT FOR LONG TERM AND DEFERRED DONATIONS. EACH YEAR, 4% OF ENDOWMENT FUND BALANCE WILL BE ALLOCATED TO A QUALIFIED MEMBER AGENCY. |
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, HAVE NO PROVISION FOR FEDERAL INCOME TAXES. IN ADDITION, MESA UNITED WAY QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE IRC AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME (UBTI) WOULD BE TAXABLE. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S POLICY WITH RESPECT TO THE STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE FINANCIAL STATEMENTS RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THIS POLICY HAD NO IMPACT ON MESA UNITED WAY'S FINANCIAL STATEMENTS. MESA UNITED WAY FILES AS A TAX-EXEMPT ORGANIZATION. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|---|
| BOOKS AND EDUCATION MATERIALS | 4272 | $21,902 | N/A | N/A | |
| DIRECT ASSISTANCE - CLOTHING, FOOD, HOUSING, AND OTHER LIVING COSTS | 5467 | $141,996 | IRS CHART | CLOTHING, SUPPLIES, AND OTHER ITEMS | $283,053 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AN INDEPENDENT COMMITTEE REVIEWS APPLICATIONS FOR FUNDING FROM VARIOUS ORGANIZATIONS ON AN ANNUAL BASIS. FUNDING AMOUNTS ARE BASED ON THE OVERALL STRENGTH OF THE ORGANIZATIONS PROGRAM, THEIR OVERHEAD LEVEL, AND AUDIT RESULTS. ORGANIZATIONS SUBMIT A QUARTERLY REPORT ON THE STATUS OF THE PROGRAM BEING FUNDED. THE REPORTS ARE REVIEWED FOR ADEQUACY AND FUNDS, FOR THAT QUARTER, ARE SUBSEQUENTLY DISTRIBUTED. | ExplanationTxt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $282,205 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | IRS CHART | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE BOARD, IMMEDIATE PASTCHAIR, CAMPAIGN CHAIR OR COCHAIRS, AND SUCH OTHER MEMBERS AS APPROVED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL BE RESPONSIBLE FOR THE HIRING, OVERSIGHT AND REMOVAL OF THE PRESIDENT/CEO OF MUW. AN AFFIRMATIVE VOTE OF 3/4 THE TOTAL NUMBER OF EXECUTIVE COMMITTEE MEMBERS IS REQUIRED FOR EITHER HIRING OR REMOVAL OF THE PRESIDENT/CEO. THE EXECUTIVE COMMITTEE'S DUTIES ALSO INCLUDE SUPERVISING AND DIRECTING THE WORK AND ADMINISTRATION OF THE CEO, SUBJECT TO THE APPROVAL OF THE BOARD OF DIRECTORS. IN ANY EMERGENCY IT SHALL HAVE ALL OF THE POWERS OF THE BOARD, EXCEPT THAT IT SHALL NOT REVERSE ANY ACTION OF THE BOARD. ANY EMERGENCY ACTION TAKEN SHALL BE RATIFIED BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE REVIEWS THE DRAFTS OF THE AUDITED FINANCIAL STATEMENTS AND FORM 990 SUBMITTED FROM THE INDEPENDENT ACCOUNTING FIRM. BASED ON THEIR REVIEW, THE AUDIT COMMITTEE RECOMMENDS ACCEPTANCE OR REJECTION OF THE FORM 990 TO THE EXECUTIVE COMMITTEE. A MOTION TO ACCEPT OR REJECT THE FORM 990 IS PUT TO THE GENERAL BOARD ALONG WITH THE AUDIT COMMITTEE'S RECOMMENDATIONS AND A COPY OF THE DRAFTED FORM 990 PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH FISCAL YEAR, ALL BOARD MEMBERS ARE REQUIRED TO SIGN AND DATE A NEW COPY OF THE CODE OF ETHICS. THE CODE OF ETHICS SPECIFICALLY REQUESTS THAT A BOARD MEMBER DIVULGE ANY AND ALL PERSONS OR ENTITIES WITH WHOM THEY HAVE A PERSONAL RELATIONSHIP THAT ALSO SHARES A RELATIONSHIP WITH THE ORGANIZATION. ALL STAFF MEMBERS MUST SIGN A NEW COPY OF THE ORGANIZATION'S PERSONNEL POLICIES AND PROCEDURES HANDBOOK EACH FISCAL YEAR. ALL TRANSACTION AND VENDOR NEGOTIATIONS ARE CONDUCTED AT ARM'S LENGTH. THREE COMPETING BIDS ARE REQUIRED FOR ANY POTENTIAL EXPENDITURE OVER $10,000. BOARD MEMBERS WHO ARE A RELATED PARTY TO ANY TRANSACTION ARE NOT ALLOWED TO VOTE ON THAT TRANSACTION. CONFLICTS ARE MONITORED AND ENFORCED CONTINUOUSLY AND BROUGHT TO THE ATTENTION OF MANAGEMENT AND THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15A | DURING THE 2020 FISCAL YEAR, HELEN'S HOPE CHEST ACQUIRED MOST OF THE MESA UNITED WAY STAFF, FOR REPORTING PURPOSES ONLY. THE REASON FOR THIS WAS TO ENABLE THE ORGANIZATION TO USE STATE OF THE ART HUMAN RESOURCE SOFTWARE FOR SOME STAFF MEMBERS, BUT NOT ALL. THE GOAL WAS TO ENJOY THE BENEFITS OF THE NEW HR SOFTWARE WITHOUT HAVING TO PAY THE ADMIN FEE FOR STAFF MEMBERS THAT HAD NO USE FOR ITS FEATURES. STAFF MEMBERS WHO DO NOT NEED THE NEW HR FEATURES REMAINED UNDER MESA UNITED WAY'S EIN FOR REPORTING PURPOSES. THE BOARD OF DIRECTORS FORM A SEARCH COMMITTEE MADE UP OF BOARD MEMBERS AND NONMEMBERS. THIS SEARCH COMMITTEE REVIEWS DEMOGRAPHIC DATA FOR COMPENSATION LEVELS OF CEO'S IN SIMILAR SIZED ORGANIZATIONS AND SUBSEQUENTLY RECOMMENDS A COMPENSATION LEVEL TO THE EXECUTIVE COMMITTEE. ONCE APPROVED BY THE EXECUTIVE COMMITTEE, THE RECOMMENDATION IS MADE TO THE FULL BOARD OF DIRECTORS FOR A VOTE. THE LAST COMPENSATION REVIEW/UPDATE PROCESS WAS COMPLETED IN JUNE 2019. COMPENSATION FOR ALL OTHER POSITIONS IN THE ORGANIZATION IS DETERMINED BY THE CEO WHO REVIEWS COMPENSATION LEVELS FOR SIMILAR POSITIONS IN SIMILARLY SIZED ORGANIZATIONS. BOARD MEMBERS MAY BE CONSULTED, BUT BOARD APPROVAL IS NOT REQUIRED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF INTEREST IN CHARITABLE REMAINDER TRUSTS -1,065. PROVISION FOR UNCOLLECTIBLE PROMISES TO GIVE |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELENS HOPE CHEST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 E UNIVERSITY | AddressLine1Txt |
| City | MESA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464747933 | EIN |
| Primary Activities | FOSTER CHILD SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MESA UNITED WAY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HELENS HOPE CHEST | ||
| Q | $968,202 | CASH |
| HELENS HOPE CHEST | ||
| L | $199,600 | CASH |
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