2022-03-31T11:49:22-05:00 2021-06-30 860683059 BEACHFLEISCHMAN PLLC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2020-07-01 860098932 UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC UNIT 5209039000 330 NORTH COMMERCE PARK LOOP NO 2 TUCSON AZ 857452792 TONY PENN PRESIDENT & CEO 5209039000 2022-03-31 1 TONY PENN 999009999 KELLY L MELTZER CPA P00633511 5203214600 2022-03-31 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z TONY PENN 330 NORTH COMMERCE PARK LOOP NO 200 TUCSON AZ 857452792 24233196 0 X UNITEDWAYTUCSON.ORG X 1942 AZ BUILDING A THRIVING COMMUNITY BY UNITING PEOPLE, IDEAS AND RESOURCES. 30 30 74 3149 0 0 14574558 23078317 109077 104205 -51457 195149 -14864 -7400 14617314 23370271 7102761 7518081 0 0 4111999 4428203 0 0 1074493 2059875 1660183 13274635 13606467 1342679 9763804 14900334 25194922 2830563 2501151 12069771 22693771 X OUR VISION IS A COMMUNITY WHERE EVERY CHILD RECEIVES A HIGH-QUALITY EDUCATION FROM BIRTH TO CAREER, EVERY ADULT HAS THE OPPORTUNITY TO THRIVE FINANCIALLY AND IN THE WORKPLACE, AND EVERY OLDER PERSON CAN RETIRE AND AGE WITH DIGNITY AND INDEPENDENCE. 0 0 10818569 6830135 104205 UNITED WAY OF TUCSON AND SOUTHERN ARIZONA SERVES MORE THAN 200,000 INDIVIDUALS LOCALLY, EACH YEAR. UNITED WAY TRANSFORMS LIVES AND BRINGS LONG-LASTING SYSTEMIC CHANGE TO OUR COMMUNITY BY FOCUSING ON THE KEY, UNDERLYING ISSUES; QUALITY EDUCATION, FINANCIAL WELLNESS, EQUALITY AND HEALTHY COMMUNITIES. UNITED WAY'S ROLE AS THE COMMUNITY CONVENER ENABLES THE FORMATION OF STRATEGIC PARTNERSHIPS AND THE MOBILIZATION OF RESOURCES TO FIND INNOVATIVE, EQUITABLE SOLUTIONS. UNITED WAY USES MEASURABLE RESULTS TO MONITOR THE PERFORMANCE OF INTERNAL AND EXTERNAL PARTNER PROGRAMS TO ENSURE DATA-DRIVEN DECISION MAKING AND OUTCOMES. (CONTINUED ON SCHEDULE O.) KEY 2020 - 2021 RESULTS INCLUDE:*2,957 CHILDREN ARE IN EARLY EDUCATION PROGRAMS ACTIVELY ENGAGED IN QUALITY IMPROVEMENT EFFORTS*CHILDREN RECEIVED 169,335 AGE-APPROPRIATE BOOKS TO BUILD THEIR PERSONAL HOME LIBRARIES*999 FAMILIES RECEIVED GUIDANCE FOR RAISING AND NURTURING THEIR CHILD EITHER IN THE HOME OR AT COMMUNITY-BASED SETTINGS*567 INDIVIDUALS LEARNED NEW DEVELOPMENTALLY APPROPRIATE EARLY CHILDHOOD EDUCATION AND SYSTEMS BUILDING SKILLS*1,047 OPPORTUNITY YOUTH WERE SUPPORTED TO SUSTAIN THEIR ENGAGEMENT IN CONNECTING EDUCATION AND A CAREER PATHWAY THROUGH THE RE-ENGAGEMENT CENTERS*13,030 LOW-INCOME WORKING FAMILIES USED NO-FEE TAX PREPARATION SERVICES AT VITA SITES TO RECEIVE ALL APPROPRIATE TAX CREDITS*272 INDIVIDUALS RECEIVED ASSISTANCE TO OBTAIN PUBLIC BENEFITS, FINANCIAL EDUCATION AND COACHING*8,376 SENIORS BECAME MORE ACTIVE AND INDEPENDENT THROUGH VOLUNTEERING 116,515 HOURS TO SUPPORT OTHER SENIORS AND FAMILIES TO MEET THEIR NEEDS*30,121 SENIORS WERE ABLE TO STAY AT HOME BECAUSE OF HELP AND SUPPORT FROM QUALITY PROGRAMS*2,540 DAYS OF CARING VOLUNTEERS PROVIDED 7,600 VOLUNTEER HOURS TO COMPLETE 113 COMMUNITY IMPROVEMENT PROJECTS*2,236 INDIVIDUALS LEARNED ABOUT HOW TO PLAN FOR THEIR END OF LIFE CHOICES THROUGH WORKSHOPS, COACHING SESSION, AND PROVIDER-SPECIFIC LEARNING OPPORTUNITIES*56,485 INDIVIDUALS WERE HELPED WITH EMERGENCY NEEDS, SUCH AS RENTAL AND UTILITY ASSISTANCE, FOOD, DIAPERS, AND HEALTH AND SAFETY NEEDS, AS THE RESULT OF THE PANDEMIC THROUGH THE UNITED FOR SOUTHERN ARIZONA COVID-19 RELIEF FUND 687946 687946 ALLOCATIONS - THROUGH UNITED WAY'S ANNUAL CAMPAIGN, UNITED WAY RAISES FUNDS TO DISTRIBUTE TO HEALTH AND WELFARE PROGRAMS AND SERVICES ADMINISTERED BY NON-FOR-PROFIT AGENCIES. 11506515 1 1 0 1 0 1 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 50 0 1 74 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X GEORGE SCHLECHT VP CFO 5209039000 330 NORTH COMMERCE PARK LOOP NO 200 TUCSON AZ 857452792 TONY PENN PRESIDENT & CEO 40.00 1.00 X 278346 0 14967 LAVONNE DOUVILLE EXECUTIVE VICE PRESIDENT 40.00 X 192736 0 5485 CLAY BACON SENIOR VICE PRESIDENT & COO 40.00 X 137517 0 11230 GEORGE SCHLECHT VICE PRESIDENT & CFO 40.00 1.00 X 101469 0 10456 JEFF ARTZI DIRECTOR 1.00 X 0 0 0 JESSICA BRACK DIRECTOR 1.00 X 0 0 0 LILLIAN BRANTLEY-THOMPSON DIRECTOR 1.00 X 0 0 0 JOHN CALDWELL DIRECTOR 1.00 X 0 0 0 KEVIN CUTTER DIRECTOR 1.00 X 0 0 0 DEEPA DALVI DIRECTOR 1.00 X 0 0 0 STEVEN DASCH DIRECTOR 1.00 X 0 0 0 ALLISON DUFFY DIRECTOR 1.00 X 0 0 0 NEAL ECKEL DIRECTOR 1.00 1.00 X 0 0 0 LORI GARMUS DIRECTOR 1.00 X 0 0 0 ERNEST JONES DIRECTOR 1.00 X 0 0 0 LEE LAMBERT DIRECTOR 1.00 X 0 0 0 JASON LUCKEY DIRECTOR 1.00 X 0 0 0 JILL MALICK DIRECTOR 1.00 X 0 0 0 STEVEN MANKEE DIRECTOR 1.00 X 0 0 0 TRISH MUIR DIRECTOR 1.00 X 0 0 0 ROBERT ROBBINS DIRECTOR 1.00 X 0 0 0 JOEL ROHLIK DIRECTOR 1.00 X 0 0 0 MARY ROWLEY DIRECTOR 1.00 X 0 0 0 CALLINE SANCHEZ DIRECTOR 1.00 X 0 0 0 HOWARD STEWART DIRECTOR 1.00 X 0 0 0 PAUL TEES DIRECTOR 1.00 X 0 0 0 MATTHEW THROWER DIRECTOR 1.00 X 0 0 0 MICHELLE TRINDADE DIRECTOR 1.00 X 0 0 0 CHAD WHELAN DIRECTOR 1.00 X 0 0 0 ALICIA WHITE DIRECTOR 1.00 X 0 0 0 EDMUND MARQUEZ CHAIR 2.00 X X 0 0 0 ADRIANA KONG ROMERO VICE CHAIR 2.00 X X 0 0 0 LINDA DRAKE SECRETARY 2.00 X X 0 0 0 ADDIE LIENING TREASURER 2.00 X X 0 0 0 710068 0 42138 4 0 1 0 CDW DIRECT PO BOX 75723 CHICAGO IL 60675 IT SERVICES 131453 1 45750 375000 6495805 16161762 55816 23078317 SERVICE FEE INCOME 900099 100499 100499 MISCELLANEOUS INCOME 900099 3706 3706 104205 174419 174419 876105 855375 20730 20730 20730 150 45750 7550 -7400 -7400 23370271 104205 0 187749 7484830 7484830 33251 33251 554700 350524 93688 110488 3140840 1984747 530483 625610 107950 70500 17663 19787 368975 240611 60377 67987 255738 168459 40536 46743 595 595 26980 26980 33560 33560 574518 504973 47841 21704 114435 71987 9929 32519 235144 181551 28224 25369 150172 101299 23334 25539 185909 144354 17183 24372 4591 1802 1187 1602 56426 21322 10971 24133 5152 5152 195732 124280 29323 42129 23294 23294 15144 542 14602 DUES AND SUBSCRIPTIONS 34299 17251 10537 6511 IN KIND EXPENSES 4232 4232 13606467 11506515 1025459 1074493 2963764 4085649 1165099 9889643 4988813 4156360 23755 36214 86615 104656 289845 189890 123249 99955 5364141 6805416 184898 17029 14900334 25194922 699640 1070974 572628 560498 804856 244842 660494 544712 92945 80125 2830563 2501151 X 6113839 17287617 5955932 5406154 12069771 22693771 14900334 25194922 9763804 860196 0 X 0 1 X 1 0 X 12949273 11820491 12333588 14574558 23078317 74756227 12949273 11820491 12333588 14574558 23078317 74756227 1257038 73499189 77154 147120 196063 168438 174419 763194 75519421 729830 0.97320 0.96690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 13606467 13606467 830323 207581 0 0 731298 767376 813732 830323 3142729 4714094 182824 191844 203433 207581 785682 1178523 40 497782 583481 1257285 1 1 0 1 X 1834714 1000 394900 101384 12318 2116912 1873917 44231 69294 14140 1834714 1823612 60100 78841 74644 13992 1873917 1826963 83238 73544 13045 1823612 1803543 103809 65831 14558 1826963 0.00000 0.90000 0.10000 0 0 682 682 0 27771 27771 0 261392 161437 99955 99955 ANNUITY PAYMENT OBLIGATIONS 61422 CAPITAL LEASE OBLIGATIONS 18703 80125 X PART IV, LINE 2B: CUSTODIAL LIABILITIES REPRESENT THOSE FUNDS THAT UWTSA IS HOLDING AT THE DISCRETION OF AFFILIATED AND OTHER CHARITABLE ORGANIZATIONS. AGENCY LIABILITIES REPRESENT FUNDS THAT HAVE BEEN DESIGNATED TO AGENCIES THAT UWTSA HAS NOT REMITTED. PART V, LINE 4: UWTSA'S ENDOWMENTS CONSIST OF THREE FUNDS ESTABLISHED UNDER DONOR RESTRICTION FOR CHARITABLE PURPOSES. FUNDS ARE SUBJECT TO ENDOWMENT SPENDING POLICY AND APPROPRIATION, AND ARE RESTRICTED BY DONORS FOR GENERAL USE, EDUCATION, AND THE VOLUNTEER CENTER. PART X, LINE 2: ASC 740 FOOTNOTE FROM CONSOLIDATED FINANCIAL STATEMENTS: BOTH UWTSA AND UWCC ARE EXEMPT FROM INCOME TAXES UNDER BOTH FEDERAL (INTERNAL REVENUE CODE SECTION 501(C)(3)) AND ARIZONA INCOME TAX LAWS. THEY ARE BOTH CLASSIFIED AS OTHER THAN PRIVATE FOUNDATIONS UNDER INTERNAL REVENUE CODE SECTION 509(A). INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THEIR TAX-EXEMPT PURPOSE, HOWEVER, MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME. 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AZ 85705 311583036 501(C)(3) 141500 GENERAL USE MAKE-A-WISH FOUNDATION ARIZONA 2901 N 78TH STREET SCOTTSDALE AZ 85251 860409636 501(C)(3) 7689 GENERAL USE MARANA UNIFIED SCHOOL DISTRICT 7651 N OLDFATHER DRIVE MARANA AZ 85741 866003545 MARANA USD 41832 GENERAL USE MAYO CLINIC PO BOX 790127 ST LOUIS MO 63179 390806374 501(C)(3) 10000 GENERAL USE OFFICE OF THE PIMA COUNTY SCHOOL SUPERINTENDENT 200 N STONE AVENUE TUCSON AZ 85701 866000545 PIMA COUNTY 44400 GENERAL USE OLD PUEBLO COMMUNITY SERVICES 4501 E 5TH STREET 1 TUCSON AZ 85711 860836556 501(C)(3) 27453 GENERAL USE OUR FAMILY SERVICES 2590 N ALVERNON WAY TUCSON AZ 85712 942598560 501(C)(3) 108668 GENERAL USE PARENT AID CHILD ABUSE PREVENTION CENTER 2580 E 22ND STREET TUCSON AZ 85713 742591577 501(C)(3) 19388 GENERAL USE PASCUA YAQUI TRIBE CHARITABLE ORG 7473 S TAA VOOO TUCSON AZ 85757 832106041 501(C)(3) 27500 GENERAL USE PHILIPPINE JESUIT FOUNDATION PO BOX 312 NEW YORK NY 10028 421588688 501(C)(3) 5000 GENERAL USE PIMA COMMUNITY 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501(C)(3) 12000 GENERAL USE SAVING ANIMALS FROM EUTHANASIA 3661 N CAMPBELL AVENUE PMB220 TUCSON AZ 85719 010662899 501(C)(3) 6217 GENERAL USE SHANTI BHAVAN CHILDREN'S PROJECT 141 HAWKINS PLACE PMB 192 BOONTOWN NJ 07005 264188445 501(C)(3) 10000 GENERAL USE SISTER JOSE WOMEN'S CENTER PO BOX 1028 TUCSON AZ 85702 461290517 501(C)(3) 22000 GENERAL USE SOUTH EASTERN VIRGINIA GOLDEN RETRIEVER RESCUE PO BOX 8014 YORKTOWN VA 23693 541705550 501(C)(3) 5000 GENERAL USE SOUTHERN ARIZONA AIDS FOUNDATION 375 S EUCLID AVENUE TUCSON AZ 85719 860864100 501(C)(3) 30697 GENERAL USE SOUTHERN ARIZONA ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN PO BOX 68475 ORO VALLEY AZ 85737 237095345 501(C)(3) 84999 GENERAL USE SOUTHERN ARIZONA LEGAL AID INC 2343 E BROADWAY BLVD SUITE 200 TUCSON AZ 85719 860143449 501(C)(3) 5534 GENERAL USE SOUTHWEST VIRGINIA WILDLIFE CENTER OF ROANOKE 5985 COLEMAN ROAD ROANOKE VA 24018 300882382 501(C)(3) 15000 GENERAL USE SPOTSYLVANIA EDUCATIONAL FOUNDATION 8020 RIVER STONE DRIVE 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PROJECT SPECIALISTS MONITOR REPORTS ON A QUARTERLY BASIS, VISIT SITES, AND REVIEW ANNUAL REPORTS, AUDITS AND OTHER AGENCY INFORMATION ON A REGULAR BASIS TO ENSURE COMPLIANCE. AGENCY AUDITS AND ANNUAL REPORTS ARE MAINTAINED IN A CENTRAL FILE. INVOICES ARE PROCESSED BY THE SPECIALIST AND ARE APPROVED AND PROCESSED THROUGH THE UWTSA FINANCIAL MANAGEMENT SYSTEM THAT TRACKS EXPENDITURES USING SPECIFIED PROJECT CODES. ALL EXPENDITURES ARE MONITORED CLOSELY TO ENSURE THEY ARE USED FOR THE INTENDED PURPOSES. X X X X X X 0 0 0 0 0 0 0 1 0 TONY PENN PRESIDENT & CEO 243346 0 35000 0 0 0 6895 0 8072 0 293313 0 0 0 LAVONNE DOUVILLE EXECUTIVE VICE PRESIDENT 166736 0 26000 0 0 0 4632 0 853 0 198221 0 0 0 PART I, LINE 7 THE PRESIDENT/CEO OF UWTSA IS ENTITLED TO RECEIVE PERFORMANCE BASED INCENTIVE COMPENSATION IN AN AMOUNT NOT TO EXCEED 20% OF THE ANNUALIZED BASE SALARY PER YEAR CONTINGENT UPON THE ACCOMPLISHMENT OF MEASURABLE PERFORMANCE STANDARDS TO BE ESTABLISHED BY MUTUAL AGREEMENT BETWEEN THE PRESIDENT/CEO AND THE BOARD OF UWTSA. THE EXECUTIVE VICE-PRESIDENT, SR. VICE-PRESIDENT, AND CFO ARE ENTITLED TO RECEIVE PERFORMANCE BASED INCENTIVE COMPENSATION BASED ON THE ACCOMPLISHMENT OF MEASURABLE PERFORMANCE STANDARDS AS ESTABLISHED BY THE PRESIDENT/CEO. X 3322 FMV X 7 51584 NYSE X MASKS 1 910 FMV 0 1 0 PART I, COLUMN (B): THE AMOUNT REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART I, LINE 6, VOLUNTEERS: UNITED WAY OF TUCSON AND SOUTHERN ARIZONA (UWTSA) ENGAGES WITH MORE THAN 3,000 VOLUNTEERS ANNUALLY WHO ARE A TREMENDOUS ASSET TO THE ORGANIZATION IN FURTHERING ITS MISSION. VOLUNTEERS ARE A KEY FACTOR TO THE SUCCESS OF THE ORGANIZATION. UWTSA RELIES ON THE LEADERSHIP, EXPERTISE, AND GUIDANCE OF KEY VOLUNTEERS TO APPROVE BUDGETS AND DISTRIBUTIONS TO THE COMMUNITY. UWTSA UTILIZES THE INVESTMENT AND SUPPORT OF VOLUNTEERS IN MANY DIFFERENT CAPACITIES INCLUDING BOARD AND COMMITTEE SERVICE, CAMPAIGN, PUBLIC POLICY, ENDOWMENT, COMMUNITY IMPACT AND EVENTS. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE AUDIT COMMITTEE HAS REVIEWED AND APPROVED THE DRAFT 990, IT IS PROVIDED TO EACH MEMBER OF THE BOARD FOR THEIR REVIEW PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS DIRECTORS, OFFICERS AND EMPLOYEES. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT THE COVERED PERSON RECEIVED THE POLICY, UNDERSTANDS THE POLICY, AND AGREES TO COMPLY WITH THE POLICY. A COVERED INDIVIDUAL MAY HAVE A FINANCIAL INTEREST DIRECTLY OR INDIRECTLY THROUGH BUSINESS, INVESTMENT OR FAMILY. THE INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND DISCLOSE THE MATERIAL FACTS. THE AUDIT COMMITTEE IS RESPONSIBLE FOR MONITORING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AND REPORTING TO THE BOARD OF DIRECTORS. PERIODIC REVIEWS ENSURE THAT UWTSA OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES. THE PERIODIC REVIEWS INCLUDE WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE AND ARE THE RESULT OF ARMS-LENGTH BARGAINING, WHETHER THIRD-PARTY TRANSACTIONS RESULT IN INUREMENT OR IMPERMISSIBLE PRIVATE BENEFIT, AND WHETHER PARTNERSHIPS AND JOINT VENTURES CONFORM TO WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE PAYMENTS FOR GOODS AND SERVICES, FURTHER UWTSA'S CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT OR IMPERMISSIBLE PRIVATE BENEFIT. AFTER DISCLOSURE, THE BOARD MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE UNCONFLICTED MEMBERS WILL DETERMINE IF ENTERING INTO THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. ANNUALLY, EACH COVERED PERSON SHALL BE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY AND SHALL COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES THAT COULD CONTRIBUTE TO A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION COMMISSIONED AN INDEPENDENT EXECUTIVE COMPENSATION MARKET ANALYSIS, AND REVIEWED THE RESULTS OF THE PRESIDENT/CEO'S PERFORMANCE MEASURES. BASED ON THE COMPENSATION MARKET ANALYSIS AND PERFORMANCE RESULTS, THE EXECUTIVE COMMITTEE PRESENTED ITS COMPENSATION RECOMMENDATION FOR THE PRESIDENT/CEO TO THE BOARD OF DIRECTORS. COMPENSATION IS FORMALIZED IN AN EMPLOYMENT AGREEMENT WITH THE PRESIDENT/CEO. THE LAST AGREEMENT WAS EXECUTED JULY 1, 2018 WITH AN ADDENDUM EXECUTED SEPTEMBER 13, 2019. FORM 990, PART VI, SECTION C, LINE 19 FORM 990, AUDIT REPORTS AND OTHER DOCUMENTS ARE POSTED ON OUR WEBSITE. UNITED WAY CAPITAL CORPORATION 330 N COMMERCE PARK LOOP 200 TUCSON AZ 85745 860984771 LEASE FACILITIES TO NONPROFITS AT BELOW MARKET RATES AZ 501(C)(3) LINE 12A, I UNITED WAY OF TUCSON AND SOUTHERN ARIZONA 1 0 0 1 0 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 UNITED WAY CAPITAL CORPORATION C 375000 CASH RECEIVED UNITED WAY CAPITAL CORPORATION K 157402 CASH PAID UNITED WAY CAPITAL CORPORATION K 257830 FMV IN EXCESS OF CASH PAID UNITED WAY CAPITAL CORPORATION L 15000 MANAGEMENT FEE CHARGED