MESA UNITED WAY INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- MESA UNITED WAY INC (EIN 86-0198599)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202511359349316876
- Schema version
- 2023v6.0
- 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 | 2025-05-15T19:36:13-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNYDER & BROWN CPAS PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3933 S MCCLINTOCK DRIVE SUITE 505 | AddressLine1Txt |
| City | Tempe | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85282 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | 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 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 EAST UNIVERSITY DRIVE | AddressLine1Txt |
| City | Mesa | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK YOUNG | PersonNm |
| Person Title | CHIEF EXECUTIVE | PersonTitleTxt |
| Phone | 4809698601 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT SNYDER | PreparerPersonNm |
| PTIN | P01230612 | PTIN |
| Phone | 4803397114 | PhoneNum |
| Preparation | 2025-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK YOUNG | PrincipalOfficerNm |
| Gross Receipts | $1,712,323 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | United we fight for the health, education, and financial stability of every person in Mesa. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 2 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 2 | VotingMembersIndependentCnt |
| Total Employee | 58 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,457,006 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,023,212 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $216,020 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $72,605 | PYInvestmentIncomeAmt |
| CY Investment Income | $113,633 | CYInvestmentIncomeAmt |
| PY Other Revenue | $19,105 | PYOtherRevenueAmt |
| CY Other Revenue | $1,476 | CYOtherRevenueAmt |
| PY Total Revenue | $1,764,736 | PYTotalRevenueAmt |
| CY Total Revenue | $1,138,321 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $194,197 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,659,626 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,079,855 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $13,291 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $62,565 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $652,697 | PYOtherExpensesAmt |
| CY Other Expenses | $574,634 | CYOtherExpensesAmt |
| PY Total Expenses | $1,926,749 | PYTotalExpensesAmt |
| CY Total Expenses | $3,247,551 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$162,013 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,109,230 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,465,771 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,337,097 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $843,248 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $689,610 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,622,523 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,647,487 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | United we fight for the health, education, and financial stability of every person in Mesa. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | Yes (true) | SignificantChangeInd |
| Expense | $2,843,855 | ExpenseAmt |
| Grant | $2,659,626 | GrantAmt |
| Desc | Founded in 1966, Mesa United Way operates as a nonprofit philanthropic corporation under the State of Arizona laws. Mesa United Way focuses on addressing poverty challenges related to foster/kinship children, youth aging out of the foster care system, child literacy, veterans, and tax assistance to low- and moderate-income households. Through community partnerships Mesa United Way provides resources to these populations. Mesa United Way depends upon undesignated contributions from individuals and corporate donations to support its mission. These contributions often vary, based on current economic conditions. In addition, some donors will request their gifts be earmarked to agencies that do not share Mesa United Ways mission, resulting in decreased funding for Mesa United Ways priorities. Helens Hope Chest was launched by Mesa United Way in 2009 and became a separate legal entity in 2014. Helens Hope Chest is focused on addressing the needs of foster/kinship children from infancy through early adulthood. In July 2023, Mesa United Way created two new nonprofit corporations: Azura Inc. and Foster360 (which had previously operated as a program of Helens Hope Chest). Additionally, Helens Hope Chests affiliation with Mesa United Way was eliminated and reorganized as an independent nonprofit corporation. The purpose of these structural changes furthered Mesa United Ways goal of launching sustainable programming that directly improves the lives of our community members. This community has grown beyond the geographic boundaries of the City of Mesa. The newly incorporated programs that previously operated under the Mesa United Way organization, as well as the Mesa United Way initiatives of 12Books/Mesa Youth Unite, Mesa Veterans Resource Center, and VITA, were placed under the umbrella of Azura Inc. Not only has Mesa United Way succeeded in its goal, the programs and initiatives themselves were now able to flourish and grow without the limitations of the United Way structure. Whether through its traditional United Way workplace campaigns or finding the next gap in services that needs a solution, Mesa United Way remains committed to both supporting the work of its progeny while also remaining even more closely focused on its core mission of fighting for the health, education and financial stability of every person in Mesa. | Desc |
| Total Program Service Expenses | $2,843,855 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | Yes (true) | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 58 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 2 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 2 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLISON JOHNSON | PersonNm |
| 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 | 85201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| MARK YOUNG | |||||||
| CHIEF EXECUTIVE OFFICER | 10.00 | 30.00 | Yes (X) | $96,993 | $0 | $14,150 | |
| ALLISON JOHNSON | |||||||
| CHIEF FINANCIAL OFFICER | 10.00 | 30.00 | Yes (X) | $73,106 | $0 | $13,077 | |
| DANA HICKS | |||||||
| CHIEF OPERATING OFFICER | 10.00 | 30.00 | Yes (X) | $64,335 | $0 | $9,300 | |
| RON SCHMIDT | |||||||
| MEMBER | 2.00 | 2.00 | $0 | $0 | $0 | Yes (X) | |
| CATHY GROSSO | |||||||
| SECRETARY | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $234,434 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $36,527 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $1,023,212 | AllOtherContributionsAmt |
| Total Contributions | $1,023,212 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,223 | TotalRevenueColumnAmt |
| Exclusion | $54,223 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $633,412 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $574,002 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $59,410 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,410 | TotalRevenueColumnAmt |
| Exclusion | $59,410 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER MISCELLANEOUS | Desc |
| Business | 561499 | BusinessCd |
| Total Revenue Column | $1,476 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,476 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,476 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,138,321 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,476 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $113,633 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,659,626 | TotalAmt |
| Program Services | $2,659,626 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,686 | TotalAmt |
| Fundraising | $5,686 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,887 | TotalAmt |
| Management And General | $2,715 | ManagementAndGeneralAmt |
| Fundraising | $172 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,495 | TotalAmt |
| Program Services | $1,495 | ProgramServicesAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,223 | TotalAmt |
| Fundraising | $3,223 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $420,471 | TotalAmt |
| Program Services | $102,801 | ProgramServicesAmt |
| Management And General | $281,133 | ManagementAndGeneralAmt |
| Fundraising | $36,537 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $958 | TotalAmt |
| Program Services | $958 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,371 | TotalAmt |
| Management And General | $35,371 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,407 | TotalAmt |
| Fundraising | $9,407 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,120 | TotalAmt |
| Program Services | $26,882 | ProgramServicesAmt |
| Management And General | $11,362 | ManagementAndGeneralAmt |
| Fundraising | $876 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,660 | TotalAmt |
| Management And General | $1,682 | ManagementAndGeneralAmt |
| Fundraising | $2,978 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,058 | TotalAmt |
| Program Services | $741 | ProgramServicesAmt |
| Management And General | $174 | ManagementAndGeneralAmt |
| Fundraising | $143 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,579 | TotalAmt |
| Program Services | $50,608 | ProgramServicesAmt |
| Management And General | $8,428 | ManagementAndGeneralAmt |
| Fundraising | $3,543 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,010 | TotalAmt |
| Program Services | $744 | ProgramServicesAmt |
| Management And General | $266 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,247,551 | TotalAmt |
| Program Services | $2,843,855 | ProgramServicesAmt |
| Management And General | $341,131 | ManagementAndGeneralAmt |
| Fundraising | $62,565 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $512,009 | BOYAmt |
| EOY | $411,480 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,406 | BOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $309,449 | BOYAmt |
| EOY | $91,575 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,522 | BOYAmt |
| EOY | $266,516 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $350,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,454 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,498,798 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,438,901 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,122,475 | BOYAmt |
| EOY | $1,059,897 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,306,410 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,046 | BOYAmt |
| EOY | $157,629 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,465,771 | BOYAmt |
| EOY | $2,337,097 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,186 | BOYAmt |
| EOY | $356,610 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $333,000 | BOYAmt |
| EOY | $333,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $465,062 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $843,248 | BOYAmt |
| EOY | $689,610 | 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 | $3,391,146 | BOYAmt |
| EOY | $469,603 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $231,377 | BOYAmt |
| EOY | $1,177,884 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,622,523 | BOYAmt |
| EOY | $1,647,487 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,465,771 | BOYAmt |
| EOY | $2,337,097 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,109,230 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $134,194 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | 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 | $4,395,161 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,126,840 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,296,838 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $905,080 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,023,212 | CurrentTaxYearAmt |
| Total | $11,747,131 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $763,475 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $551,926 | CurrentTaxYearMinus1YearAmt |
| Total | $1,315,401 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,395,161 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,126,840 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,060,313 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,457,006 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,023,212 | CurrentTaxYearAmt |
| Total | $13,062,532 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $13,062,532 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $58,947 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,661 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,101 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $69,917 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,223 | CurrentTaxYearAmt |
| Total | $232,849 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $13,295,381 | TotalSupportAmt |
| Public Support CY170 | 0.98250 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98430 | 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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,475 | OtherCostOrOtherBasisAmt |
| Book Value | $12,475 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,522,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $756,005 | DepreciationAmt |
| Book Value | $765,995 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $670,569 | OtherCostOrOtherBasisAmt |
| Depreciation | $397,990 | DepreciationAmt |
| Book Value | $272,579 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $293,754 | OtherCostOrOtherBasisAmt |
| Depreciation | $284,906 | DepreciationAmt |
| Book Value | $8,848 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,059,897 | TotalBookValueLandBuildingsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AZURA INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 EAST UNIVERSITY DRIVE | AddressLine1Txt |
| City | Mesa | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 932097814 | RecipientEIN |
| IRC Section | 501C3 | IRCSectionDesc |
| Cash Grant | $2,659,626 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Monitoring procedures (Part I, line 2) | FormAndLineReferenceDesc |
| Explanation | DISTRIBUTIONS TO TAX EXEMPT ORG WAS TO A RELATED ENTITY ESTABLISHED TO CARRY OUT PROGRAMS PREVIOUSLY UNDER THE MESA UNITED WAY UMBRELLA | ExplanationTxt |
Schedule N IRS990ScheduleN
Disposition Of Assets Detail DispositionOfAssetsDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Distri Or Expnss Paid | ESTABLISHMENT OF SEPARATE NONPROFIT-AZURA INC | AssetsDistriOrExpnssPaidDesc |
| Distribution | 2023-07-01 | DistributionDt |
| Fair Market Value Of Asset | $2,659,626 | FairMarketValueOfAssetAmt |
| Method Of FMV Determination | ACTUAL FMV | MethodOfFMVDeterminationTxt |
| EIN | 932097814 | EIN |
| Person | AZURA INC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 EAST UNIVERISTY DRIVE | AddressLine1Txt |
| City | Mesa | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | C3 | IRCSectionTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Organizational document changes Part VI line 4 | IN JULY 2023, MESA UNITED WAY CREATED TWO NEW NONPROFIT CORPORATIONS: AZURA INC. AND FOSTER360 (WHICH HAD PREVIOUSLY OPERATED AS A PROGRAM OF HELENS HOPE CHEST). ADDITIONALLY, HELENS HOPE CHESTS AFFILIATION WITH MESA UNITED WAY WAS ELIMINATED AND REORGANIZED AS AN INDEPENDENT NONPROFIT CORPORATION. THE PURPOSE OF THESE STRUCTURAL CHANGES FURTHERED MESA UNITED WAYS GOAL OF LAUNCHING SUSTAINABLE PROGRAMMING THAT DIRECTLY IMPROVES THE LIVES OF OUR COMMUNITY MEMBERS. |
| Form 990 governing body review Part VI line 11 | 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 COMMITTEES RECOMMENDATIONS AND A COPY OF THE DRAFTED FORM 990 PRIOR TO FILING WITH THE IRS. |
| Conflict of interest policy compliance Part VI 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 ORGANIZATIONS PERSONNEL POLICIES AND PROCEDURES HANDBOOK EACH FISCAL YEAR. ALL TRANSACTION AND VENDOR NEGOTIATIONS ARE CONDUCTED AT ARMS 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. |
| CEO executive director top management comp Part VI line 15a | 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 CEOS 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 INSIMILARLY SIZED ORGANIZATIONS. BOARD MEMBERS MAY BE CONSULTED, BUT BOARD APPROVAL IS NOT REQUIRED. |
| Governing documents etc available to public Part VI line 19 | THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| Audited by an independent accountant Part XII line 2b | 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 COMMITTEES RECOMMENDATIONS AND A COPY OF THE DRAFTED FORM 990 PRIOR TO FILING WITH THE IRS. |
| Cessation of or significant change to any program service Part III line 3 | IN JULY 2023, MESA UNITED WAY CREATED TWO NEW NONPROFIT CORPORATIONS: AZURA INC. AND FOSTER360 (WHICH HAD PREVIOUSLY OPERATED AS A PROGRAM OF HELENS HOPE CHEST). ADDITIONALLY, HELENS HOPE CHESTS AFFILIATION WITH MESA UNITED WAY WAS ELIMINATED AND REORGANIZED AS AN INDEPENDENT NONPROFIT CORPORATION. THE PURPOSE OF THESE STRUCTURAL CHANGES FURTHERED MESA UNITED WAYS GOAL OF LAUNCHING SUSTAINABLE PROGRAMMING THAT DIRECTLY IMPROVES THE LIVES OF OUR COMMUNITY MEMBERS. THE NEWLY INCORPORATED PROGRAMS THAT PREVIOUSLY OPERATED UNDER THE MESA UNITED WAY ORGANIZATION, AS WELL AS THE MESA UNITED WAY INITIATIVES OF 12BOOKS/MESA YOUTH UNITE, MESA VETERANS RESOURCE CENTER, AND VITA, WERE PLACED UNDER THE UMBRELLA OF AZURA INC. NOT ONLY HAS MESA UNITED WAY SUCCEEDED IN ITS GOAL, THE PROGRAMS AND INITIATIVES THEMSELVES WERE NOW ABLE TO FLOURISH AND GROW WITHOUT THE LIMITATIONS OF THE UNITED WAY STRUCTURE. WHETHER THROUGH ITS TRADITIONAL UNITED WAY WORKPLACE CAMPAIGNS OR FINDING THE NEXT GAP IN SERVICES THAT NEEDS A SOLUTION, MESA UNITED WAY REMAINS COMMITTED TO BOTH SUPPORTING THE WORK OF ITS PROGENY WHILE ALSO REMAINING EVEN MORE CLOSELY FOCUSED ON ITS CORE MISSION OF FIGHTING FOR THE HEALTH, EDUCATION AND FINANCIAL STABILITY OF EVERY PERSON IN MESA. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| AZURA INC | ||||||||||
| 137 EAST UNIVERSITY DRIVE | Mesa | AZ | 85201 | 932097814 | PROGRAM ACTIVITIES TO BREAK THE CYCLE OF POVERTY | AZ | C3 | 7 | N/A | false |
| HELENS HOPE CHEST | ||||||||||
| 137 EAST UNIVERSITTY DRIVE | Mesa | AZ | 85201 | 464747933 | EQUIPS FOSTER CARE INDIVIDUALS | AZ | C3 | 7 | N/A | false |
| FOSTER 360 | ||||||||||
| 137 EAST UNIVERISTY DRIVE | Mesa | AZ | 85201 | 932314888 | PROGRAM ACT TO ASSIST FORMER FOSTER CARE | AZ | C3 | 7 | N/A | false |
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