2023-05-15T15:38:29-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 20 EAST THOMAS ROAD SUITE 2300 PHOENIX AZ 85012 990 2021-07-01 860198599 MESA UNITED WAY INC MESA 4809698601 137 EAST UNIVERSITY DRIVE MESA AZ 852015929 MARK YOUNG PRESIDENT & CEO 4809698601 2023-05-15 1 MARK YOUNG 999009999 JACQUELINE ECKMAN P01300648 6022662248 2023-05-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z MARK YOUNG 137 EAST UNIVERSITY DRIVE MESA AZ 852015929 2698066 0 X WWW.MESAUNITEDWAY.ORG X 1966 AZ UNITING COMMUNITY. INSPIRING DONORS. IMPROVING LIVES. 21 21 20 572 0 0 4126840 2060313 0 199600 234800 123821 0 560 4361640 2384294 2275480 446951 0 0 1172528 1040782 0 0 289657 805058 647494 4253066 2135227 108574 249067 5099994 5991957 880333 1898725 4219661 4093232 X UNITING COMMUNITY. INSPIRING DONORS. IMPROVING LIVES. 0 0 844188 446951 199600 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). 411069 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. 253171 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. 1508428 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 7 0 20 1 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X X ALLISON JOHNSON 4809698601 137 EAST UNIVERSITY DRIVE MESA AZ 852015929 PAUL ANDERSON CHAIR 1.00 1.00 X X 0 0 0 THOMAS BROWN TREASURER 1.00 1.00 X X 0 0 0 KEISHA MCKINNOR VICE CHAIR 1.00 1.00 X X 0 0 0 SPENCER DICKSON SECRETARY 1.00 1.00 X X 0 0 0 SETH MARTY AUDIT COMMITTEE CHAIR 1.00 1.00 X X 0 0 0 VERONICA LEWIS PAST CHAIRPERSON 1.00 X 0 0 0 LYNN WESTERGARD PAST CHAIRPERSON 1.00 1.00 X 0 0 0 RICHARD ADAMS DIRECTOR 1.00 X 0 0 0 LORI M BERQUAM DIRECTOR 1.00 X 0 0 0 ANDRIA L FOURLIS DIRECTOR 1.00 X 0 0 0 KINA HARDING DIRECTOR 1.00 X 0 0 0 LISA HEGEMAN DIRECTOR 1.00 X 0 0 0 FRANCISCO HEREDIA DIRECTOR 1.00 X 0 0 0 DEBBIE MIDDLETON DIRECTOR 1.00 X 0 0 0 KEVIN R NIELSEN DIRECTOR 1.00 X 0 0 0 ANDREW C SARAT DIRECTOR 1.00 X 0 0 0 LAURA SNOW DIRECTOR 1.00 X 0 0 0 SUSAN CARLAND DIRECTOR 1.00 X 0 0 0 CHRISTOPHER JONES DIRECTOR 1.00 1.00 X 0 0 0 JONATHAN SCHMITT DIRECTOR 1.00 X 0 0 0 TOM RHODES DIRECTOR 1.00 X 0 0 0 MARK YOUNG PRESIDENT & CEO 20.00 20.00 X 75122 18780 15642 ALLISON JOHNSON V.P. OF FINANCE & DONOR MANAGEMENT 34.00 6.00 X 44000 11000 13130 119122 29780 28772 0 0 0 0 0 763475 1296838 282205 2060313 MANAGEMENT FEE REVENUE 561000 199600 199600 199600 26101 26101 411492 313772 97720 97720 97720 OTHER INCOME 561499 560 560 560 2384294 0 0 323981 446951 446951 148475 44942 76571 26962 663196 459536 91840 111820 28079 19666 2761 5652 134129 91795 7054 35280 66903 42499 12745 11659 4110 4110 19558 19558 63291 51475 1400 10416 11428 11334 94 105959 74997 11062 19900 36510 32935 1181 2394 9403 7858 620 925 4212 1763 2209 240 125535 62998 31038 31499 10810 6896 1301 2613 REPAIRS AND MAINTENANCE 86257 29485 27050 29722 OTHER 69893 69893 UNITED WAY DUES 49567 49567 EVENT EXPENSES 40782 40782 10179 8513 1091 575 2135227 1508428 337142 289657 956177 509463 22188 650487 717084 9478 2447 3703 2508935 1271730 1339844 1237205 2513003 2962437 84750 83685 5099994 5991957 284852 79199 222492 0 312048 333000 60941 1486526 880333 1898725 X 2820204 2931312 1399457 1161920 4219661 4093232 5099994 5991957 X 249067 -450653 2588 73634 -1065 X 0 1 X 1 0 X 3823941 4211474 4395161 4126840 1296838 17854254 763475 763475 3823941 4211474 4395161 4126840 2060313 18617729 18617729 77339 60313 58947 23661 26101 246361 560 560 18864650 278657 0.98690 0.98570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 760579 -88733 671846 664123 102879 6423 760579 628229 35894 664123 639498 42991 48718 5542 628229 605122 40784 6408 639498 0 0 6475 6475 556601 124357 432244 1648904 856187 792717 289555 284186 5369 7400 7000 400 1237205 CASH HELD IN TRUST 1405997 CAPITAL LEASE OBLIGATIONS 563 DONOR DESIGNATIONS PAYABLES 79966 1486526 X 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. 1 BOOKS AND EDUCATION MATERIALS 4272 21902 N/A N/A DIRECT ASSISTANCE - CLOTHING, FOOD, HOUSING, AND OTHER LIVING COSTS 5467 141996 283053 IRS CHART CLOTHING, SUPPLIES, AND OTHER ITEMS PART I, LINE 2: 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. X 282205 IRS CHART 0 1 0 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 HELENS HOPE CHEST 126 E UNIVERSITY MESA AZ 85201 464747933 FOSTER CHILD SUPPORT AZ 501(C)(3) LINE 7 MESA UNITED WAY INC 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 HELENS HOPE CHEST Q 968202 CASH HELENS HOPE CHEST L 199600 CASH