2022-05-16T18:51:43-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 20 EAST THOMAS ROAD SUITE 2300 PHOENIX AZ 85012 990 2020-07-01 860198599 MESA UNITED WAY INC MESA 4809698601 137 EAST UNIVERSITY DRIVE MESA AZ 852015929 MARK YOUNG PRESIDENT & CEO 4809698601 2022-05-16 1 MARK YOUNG 999009999 JACQUELINE ECKMAN P01300648 6022662248 2022-05-16 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARK YOUNG 137 EAST UNIVERSITY DRIVE MESA AZ 852015929 4999966 0 X WWW.MESAUNITEDWAY.ORG X 1966 AZ UNITING COMMUNITY. INSPIRING DONORS. IMPROVING LIVES. 26 26 69 523 0 0 4380954 4126840 0 0 77201 234800 -3008 0 4455147 4361640 1938439 2275480 0 0 1176500 1172528 0 0 368182 787066 805058 3902005 4253066 553142 108574 5619681 5099994 1727729 880333 3891952 4219661 X UNITING COMMUNITY. INSPIRING DONORS. IMPROVING LIVES. 0 0 3123066 2275480 0 AGENCY ALLOCATIONS - MESA UNITED WAY TYPICALLY PROVIDES GRANT FUNDING TO OTHER LOCAL NONPROFITS THROUGH A DISTRIBUTION OF UNDESIGNATED DOLLARS. THIS PROCESS USUALLY CONSISTS OF USING COMMUNITY SURVEYS AND RESEARCH TO IDENTIFY AREAS OF NEED AND ACCEPTING APPLICATIONS FROM LOCAL PARTNERS THAT ADDRESS THOSE NEEDS. IN THE 2020-21 FISCAL YEAR, THIS EFFORT FOCUSED ON ADDRESSING NEEDS RELATED TO COVID-19 RELIEF. THIS PROCESS IS CONTINGENT ON MESA UNITED WAY RECEIVING UNDESIGNATED DONATIONS THROUGH THE YEARLY WORKPLACE CAMPAIGN AND FUNDRAISING EFFORTS. 342014 0 0 COMMUNITY IMPACT - THE COMMUNITY IMPACT PROGRAM IS RESPONSIBLE FOR CARRYING 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), HELEN'S HOPE CHEST (CLOTHING FOR FOSTER AND KINSHIP FAMILIES), FOSTER360 (RESOURCE NAVIGATION AND HOMELESSNESS INTERVENTION FOR AGING-OUT FOSTER YOUTH), MESA VETERANS RESOURCE CENTER (RESOURCE NAVIGATION AND ESSENTIAL SERVICES PROVIDED TO VETERANS THROUGH A ONE-STOP-SHOP CENTER), AMERICORPS (A VOLUNTEER SERVICE PROGRAM PROVIDING SUPPORT FOR FOSTER CARE INITIATIVES AT MESA UNITED WAY AND HELENS HOPE CHEST), AND VITA (VOLUNTEER INCOME TAX ASSISTANCE PROGRAM PROVIDING FREE TAX RETURN PREPARATION TO LOW- TO MODERATE-INCOME FAMILIES AND INDIVIDUALS). 171452 0 0 MESA VETERANS RESOURCE CENTER - THE MESA VETERANS RESOURCE CENTER (MVRC) PROVIDES A CENTRALIZED LOCATION IN MESA OFFERING COMPREHENSIVE RESOURCES TO ACCESS SERVICES AND PERSONAL ASSISTANCE WITH EMPLOYMENT, SOFT SKILLS TRAINING, RESUME BUILDING, BENEFIT CLAIMS AND COUNSELING, HEALTHCARE, TRANSPORTATION, WORKSHOPS, HOMELESSNESS, AND MENTAL HEALTH. OUR GOAL IS TO WALK ALONGSIDE THESE VETERANS TO GET THEM THE RESOURCES AND TOOLS THEY NEED TO NOT ONLY GET BY, BUT TO SUCCEED. CURRENTLY, THE MESA VETERANS RESOURCE CENTER IS SERVING AROUND 200 VETERANS PER MONTH, UTILIZING VETERANS SERVICE OFFICERS AND COMMUNITY NAVIGATORS. A PARTNERSHIP WITH AZ@WORK HAS CREATED 250 NEW JOB OPPORTUNITIES FOR LOCAL VETERANS AT OUTSTANDING PER-HOUR PAY. 0 0 0 MESA K-READY - A COLLABORATION BETWEEN MESA UNITED WAY, THE CITY OF MESA, AND MESA PUBLIC SCHOOLS, MESA K-READY OFFERS INNOVATIVE PRE-SCHOOL SOLUTIONS FOR FAMILIES WHO CANNOT AFFORD MORE TRADITIONAL PRE-SCHOOL OR WHO CAN'T GET INTO THE CURRENT BRICK AND MORTAR PUBLIC PRE-SCHOOLS. CURRENTLY, MESA K-READY IS WORKING WITH 150 FAMILIES TO HELP PARENTS BECOME THEIR CHILD'S FIRST BEST TEACHER. 0 0 0 THE VOLUNTEER INCOME TAX ASSISTANCE (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 12 YEARS HAS BEEN THE LEAD AGENCY FOR THE MESA PROGRAM. VOLUNTEERS ARE PROVIDED WITH TRAINING TO PREPARE TAX RETURNS AND THEN MUST PASS AN INTERNAL REVENUE SERVICE (IRS) CERTIFICATION TEST. DURING THE 2020-2021 TAX YEAR, 75 MESA UNITED WAY VITA VOLUNTEERS CONTRIBUTED OVER 7000 HOURS OF THEIR TIME TO COMPLETE MORE THAN 4,800 TAX RETURNS. THEIR EFFORTS RETURNED OVER $6.1 MILLION IN TAX REFUNDS TO THE MEMBERS OF OUR COMMUNITY WHO NEED IT MOST. OVER 1,100 HOURS OF TAX PREPARATION SERVICES WERE PROVIDED AT 10 DIFFERENT SITES LOCATED IN MESA AND CHANDLER. THE FACILITIES FOR VITA SITES ARE PROVIDED BY MESA VITA COALITION PARTNERS. 0 0 0 AMERICORPS "HELEN'S HOPE CHEST" - THIS GRANT IS GEARED SPECIFICALLY TO PLACE MESA RESIDENTS AS DIRECT SERVICE DELIVERY PROFESSIONALS TO THE HELEN'S HOPE CHEST AND FOSTER 360 PROGRAMS. OVER 80% OF THE STAFF ARE AMERICORPS MEMBERS. THIS RESULTS IN LOWERED OVERHEAD COSTS AND ALLOWS A LARGER SHARE OF RESOURCES DEVOTED TO DIRECTLY IMPACTING THE CHILD AND HIS OR HER FOSTER FAMILY. LAST YEAR, 18 AMERICORPS MEMBERS SERVED FOR OVER 9,950 HOURS BETWEEN THE TWO PROGRAMS HOSTED BY A SINGLE NONPROFIT AGENCY. THIS PROGRAM IS IN ITS THIRD YEAR OF OPERATION, AND HAS BEEN APPROVED FOR A SUBSEQUENT YEAR. 0 0 0 12 BOOKS/MESA YOUTH UNITE - 12BOOKS IS DESIGNED TO PROVIDE FREE BOOKS TO CHILDREN IN 1ST-3RD GRADE IN MESA'S TITLE-I PUBLIC SCHOOLS. STUDIES SHOW THAT CHILDREN WITHOUT ACCESS TO AGE-APPROPRIATE READING MATERIAL EXPERIENCE SEVERE LOSS IN READING SKILLS OVER SUMMER VACATION AS WELL AS LEARNING CHALLENGES LATER ON IN LIFE. 12BOOKS DISTRIBUTIONS ARE MUCH LIKE ANY OTHER BOOK FAIR WHERE STUDENTS ARE ABLE TO MAKE THEIR OWN SELECTIONS TO BUILD THEIR AT-HOME LIBRARY. 12BOOKS ALSO PROVIDES BOOKS FOR MESA UNITED WAY'S SUMMER PROGRAM, MESA YOUTH UNITE, AN AMERICORPS PROGRAM THAT HIRES 20 STUDENTS TO WORK WITH LOW INCOME FAMILIES AND PROVIDE WEEKEND FOOD PACKS FOR CHILDREN IN SUMMER SCHOOL. IN THIS DISTRIBUTION YEAR, 12 BOOKS AND MESA YOUTH UNITE HAVE DISTRIBUTED MORE THAN 9,000 BOOKS AND 25,000 EQUIVALENT MEALS TO CHILDREN AND FAMILIES IN NEED. 0 0 0 3636532 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 8 0 69 1 0 0 0 0 0 0 0 0 0 0 0 0 X 26 26 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X ALLISON JOHNSON 4809698601 137 EAST UNIVERSITY DRIVE MESA AZ 852015929 MARK YOUNG PRESIDENT & CEO 32.00 8.00 X 77599 19400 15110 W RICHARD JAMES V.P. OF BUSINESS & FINANCE 34.00 6.00 X 66825 11793 14173 LYNN WESTERGARD CHAIR 1.00 1.00 X X 0 0 0 VERONICA LEWIS VICE CHAIR 1.00 1.00 X X 0 0 0 CHRISTOPHER JONES TREASURER 1.00 1.00 X X 0 0 0 SPENCER DICKSON SECRETARY 1.00 1.00 X X 0 0 0 JO WILSON ETHICS OFFICER 1.00 1.00 X X 0 0 0 RICHARD J ADAMS JR DIRECTOR 1.00 0.00 X 0 0 0 BYRON F ALLEN DIRECTOR 1.00 1.00 X 0 0 0 PAUL ANDERSON DIRECTOR 1.00 0.00 X 0 0 0 LORI M BERQUAM DIRECTOR 1.00 0.00 X 0 0 0 THOMAS BROWN DIRECTOR 1.00 0.00 X 0 0 0 SUSAN CARLAND DIRECTOR 1.00 0.00 X 0 0 0 ANDRIA L FOURLIS DIRECTOR 1.00 0.00 X 0 0 0 MARC GARCIA DIRECTOR 1.00 0.00 X 0 0 0 KINA HARDING DIRECTOR 1.00 0.00 X 0 0 0 SALLY HARRISON DIRECTOR 1.00 1.00 X 0 0 0 FRANCISCO HEREDIA DIRECTOR 1.00 0.00 X 0 0 0 SETH MARTY DIRECTOR 1.00 1.00 X 0 0 0 DEBBIE MIDDLETON DIRECTOR 1.00 0.00 X 0 0 0 KEISHA MCKINNOR DIRECTOR 1.00 0.00 X 0 0 0 KEVIN R NIELSEN DIRECTOR 1.00 0.00 X 0 0 0 ANNA PEREZ DIRECTOR 1.00 1.00 X 0 0 0 ANDREW C SARAT DIRECTOR 1.00 0.00 X 0 0 0 TOM SCHILDGEN DIRECTOR 1.00 0.00 X 0 0 0 JONATHAN SCHMITT DIRECTOR 1.00 1.00 X 0 0 0 LAURA SNOW DIRECTOR 1.00 0.00 X 0 0 0 DR RUTH TAN LIM DIRECTOR 1.00 0.00 X 0 0 0 144424 31193 29283 0 0 0 0 0 483296 3643544 87498 4126840 23661 23661 849465 638326 211139 211139 211139 4361640 0 0 234800 2275480 2275480 167502 86006 72557 8939 755187 530147 43810 181230 33879 22131 5317 6431 144948 105208 39740 71012 48961 7123 14928 318452 295657 9679 13116 3313 2552 612 149 133834 85431 7430 40973 122540 82427 17897 22216 11203 10536 194 473 2029 1630 399 127848 63924 31962 31962 10775 6989 1262 2524 UNITED WAY DUES 34628 34628 DUES AND SUBSCRIPTIONS 21768 19453 1890 425 OTHER 13592 13592 EVENT EXPENSES 5076 5076 4253066 3636532 248352 368182 979333 0 509463 718668 650487 3000 0 2700 2447 2486040 1146196 1461692 1339844 2372720 2513003 81568 84750 5619681 5099994 266662 284852 174222 222492 312048 312048 95267 0 879530 60941 1727729 880333 X 2582927 2820204 1309025 1399457 3891952 4219661 5619681 5099994 X 108574 301035 -81900 X 0 0 0 X 3786127 3823941 4211474 4395161 4126840 20343543 3786127 3823941 4211474 4395161 4126840 20343543 20343543 75690 77339 60313 58947 23661 295950 20639493 53344 0.98570 0.97990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 664123 102879 6423 760579 628229 35894 664123 639498 42991 48718 5542 628229 605122 40784 6408 639498 590267 44785 23818 6112 605122 0.00000 0.82990 0.17010 0 0 12475 12475 2177010 863266 1313744 289555 275930 13625 7000 7000 0 1339844 CASH HELD IN TRUST 52756 CAPITAL LEASE OBLIGATIONS 8185 60941 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 HELEN'S HOPE CHEST 137 E UNIVERSITY DRIVE MESA AZ 85201 464747933 501(C)(3) 681599 DONOR DESIGNATIONS ARIZONA BRAINFOOD INC PO BOX 242 MESA AZ 85211 263946158 501(C)(3) 67710 COVID-19 OPERATING SUPPORT AND DONOR DESIGNATIONS ASTER AGING INC (FKA EAST VALLEY ADULT RESOURCES INC) 45 W UNIVERSITY DR MESA AZ 85201 942596075 501(C)(3) 50000 COVID-19 OPERATING SUPPORT ST JOSEPH THE WORKER 1125 W JACKSON ST PHOENIX AZ 85007 860600437 501(C)(3) 50000 COVID-19 OPERATING SUPPORT COLLEGE BOUND 4222 E BROWN RD UNIT 33 MESA AZ 85205 271997517 501(C)(3) 8000 COVID-19 OPERATING SUPPORT COMMUNITY ALLIANCE AGAINST FAMILY ABUSE 879 N PLAZA DRIVE 101D APACHE JUNCTION AZ 85120 860912044 501(C)(3) 8000 COVID-19 OPERATING SUPPORT COMMUNITY LEGAL SERVICES 305 S 2ND AVE PHOENIX AZ 85003 860166615 501(C)(3) 8000 COVID-19 OPERATING SUPPORT DAV EAST VALLEY CHAPTER 8 655 N GILBERT RD MESA AZ 85203 860323183 501(C)(4) 8000 COVID-19 OPERATING SUPPORT HEAL THE HERO FOUNDATION 6501 E GREENWAY PKWY STE 103-121 SCOTTSDALE AZ 85254 474750390 501(C)(3) 8000 COVID-19 OPERATING SUPPORT KIDS NEED TO READ 2450 W BROADWAY RD STE 110 MESA AZ 85202 262755631 501(C)(3) 8000 COVID-19 OPERATING SUPPORT OAKWOOD CREATIVE CARE INC 247 N MACDONALD STE 102 MESA AZ 85201 860575242 501(C)(3) 8000 COVID-19 OPERATING SUPPORT PAZ DE CRISTO COMMUNITY CENTER 424 W BROADWAY ROAD MESA AZ 85210 261669496 501(C)(3) 8000 COVID-19 OPERATING SUPPORT RESURRECTION STREET MINISTRY INC 891 W BOXELDER PL CHANDLER AZ 85225 550799053 501(C)(3) 8000 COVID-19 OPERATING SUPPORT OPERATION UNDERGROUND RAILROAD INC 755 SOUTH MAIN STREET SUITE 194 CEDAR CITY UT 84720 463614979 501(C)(3) 8000 COVID-19 OPERATING SUPPORT MARICOPA COMMUNITY COLLEGES FOUNDATION 2419 W 14TH ST TEMPE AZ 85281 860327449 501(C)(3) 13999 DONOR DESIGNATIONS CHILD CRISIS ARIZONA 817 N COUNTRY CLUB DR MESA AZ 85201 860324144 501(C)(3) 10680 DONOR DESIGNATIONS A NEW LEAF 868 E UNIVERSITY DR MESA AZ 85203 860256667 501(C)(3) 6436 DONOR DESIGNATIONS HOUSE OF REFUGE 6935 E WILLIAMS FIELD RD MESA AZ 85212 860662244 501(C)(3) 6125 DONOR DESIGNATIONS LA MESA MINISTRIES 805 N COUNTRY CLUB DR MESA AZ 85201 823717093 501(C)(3) 5735 DONOR DESIGNATIONS ALTERED TAILS 7246 E MAIN ST 3 MESA AZ 85207 020710228 501(C)(3) 5522 DONOR DESIGNATIONS SUNSHINE ACRES 3405 N HIGLEY RD MESA AZ 85215 860196532 501(C)(3) 5132 DONOR DESIGNATIONS 21 1 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 13069 IRS CHART X 74429 DONOR VALUE 0 0 1 0 PART I, COLUMN (B): COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART III, LINE 4A AGENCY ALLOCATIONS: MESA UNITED WAY TYPICALLY PROVIDES GRANT FUNDING TO OTHER LOCAL NONPROFITS THROUGH A DISTRIBUTION OF UNDESIGNATED DOLLARS. THIS PROCESS USUALLY CONSISTS OF USING COMMUNITY SURVEYS AND RESEARCH TO IDENTIFY AREAS OF NEED AND ACCEPTING APPLICATIONS FROM LOCAL PARTNERS THAT ADDRESS THOSE NEEDS. IN THE 2020-21 FISCAL YEAR, THIS EFFORT FOCUSED ON ADDRESSING NEEDS RELATED TO COVID-19 RELIEF. THIS PROCESS IS CONTINGENT ON MESA UNITED WAY RECEIVING UNDESIGNATED DONATIONS THROUGH THE YEARLY WORKPLACE CAMPAIGN AND FUNDRAISING EFFORTS. IN FISCAL YEAR 2021-22, THIS PROCESS WAS PLACED ON HOLD DUE TO LACK OF FUNDS RAISED IN THE PREVIOUS FUNDRAISING YEAR. MESA UNITED WAY ANTICIPATES BEING ABLE TO PROVIDE THIS COMMUNITY SERVICES AGAIN IN FISCAL YEAR 2022-23, AFTER A MORE SUCCESSFUL FUNDRAISING YEAR. FORM 990, PART III, LINE 4B COMMUNITY IMPACT: THE COMMUNITY IMPACT PROGRAM IS RESPONSIBLE FOR CARRYING 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 OUR 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: VOLUNTEER INCOME TAX ASSISTANCE (VITA), A PROGRAM DESIGNED TO ASSIST LOW-INCOME FAMILIES AND INDIVIDUALS WITH INCOME TAX RETURN PREPARATION; MESA UNITED AGAINST HOMELESSNESS, AN AMERICORPS PROGRAM DESIGNED TO INCREASE THE CAPACITY OF MEMBER AGENCIES TO PROVIDE DIRECT SERVICES TO THOSE IN NEED; HELEN'S HOPE CHEST AMERICORPS, AN AMERICORPS PROGRAM DESIGNED TO LOWER OVERHEAD COSTS AT HELEN'S HOPE CHEST AND ALLOW A LARGER SHARE OF RESOURCES TO DIRECTLY IMPACT THE CHILD AND HIS OR HER FOSTER FAMILY; VETERANS BRIDGE TO EMPLOYMENT AT THE MESA VETERAN'S RESOURCE CENTER, A RECENT INITIATIVE WHICH PROVIDES A CENTRALIZED LOCATION IN MESA OFFERING COMPREHENSIVE RESOURCES TO ACCESS SERVICES AND PERSONAL ASSISTANCE WITH EMPLOYMENT, SOFT SKILLS TRAINING, RESUME BUILDING, BENEFIT CLAIMS AND COUNSELING, HEALTHCARE, TRANSPORTATION, WORKSHOPS, HOMELESSNESS, AND MENTAL HEALTH; 12 BOOKS, A PROGRAM DESIGNED TO PUT BOOKS IN THE HANDS OF UNDERPRIVELIGED CHILDREN THROUGHOUT THE COMMUNITY; MESA K-READY, A COLLABORATION BETWEEN MESA UNITED WAY, THE CITY OF MESA, AND MESA PUBLIC SCHOOLS, MESA K-READY OFFERS INNOVATIVE PRE-SCHOOL SOLUTIONS FOR FAMILIES WHO CANNOT AFFORD MORE TRADITIONAL PRE-SCHOOL OR WHO CAN'T GET INTO THE CURRENT BRICK AND MORTAR PUBLIC PRE-SCHOOLS; MESA UNITES AGAINST HUNGER AND HOMELESSNESS, A PROGRAM DESIGNED TO REDUCE THE NUMBER OF HOMELESS ON THE STREETS OF MESA AND NEIGHBORING COMMUNITIES. FORM 990, PART III, LINE 4C MESA VETERANS RESOURCE CENTER "VETERANS BRIDGE TO EMPLOYMENT": A RECENT INITIATIVE OF MESA UNITED WAY, MESA VETERANS RESOURCE CENTER (MVRC) PROVIDES A CENTRALIZED LOCATION IN MESA OFFERING COMPREHENSIVE RESOURCES TO ACCESS SERVICES AND PERSONAL ASSISTANCE WITH EMPLOYMENT, SOFT SKILLS TRAINING, RESUME BUILDING, BENEFIT CLAIMS AND COUNSELING, HEALTHCARE, TRANSPORTATION, WORKSHOPS, HOMELESSNESS, AND MENTAL HEALTH. MESA UNITED WAY HAS PARTNERED WITH THE MESA CHAMBER OF COMMERCE AND MESA COMMUNITY COLLEGE TO CREATE THIS ONE-STOP RESOURCE CENTER. OUR GOAL IS TO WALK ALONGSIDE THESE VETERANS TO GET THEM THE RESOURCES AND TOOLS THEY NEED TO NOT ONLY GET BY, BUT TO SUCCEED.CURRENTLY, THE MESA VETERANS RESOURCE CENTER IS SERVING AROUND 200 VETS PER MONTH, UTILIZING TWO VETERANS SERVICE OFFICERS AND THREE NAVIGATORS. A PARTNERSHIP WITH AZ@WORK HAS CREATED 300 NEW JOB OPPORTUNITIES FOR LOCAL VETS AT OUTSTANDING PER HOUR PAY. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE BOARD, IMMEDIATE PAST- CHAIR, COMMUNITY ALLOCATION PROGRAM CHAIR, CAMPAIGN CHAIR OR CO-CHAIRS, 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 A, LINE 2 JON NIELSON AND DAVID NIELSON HAVE A FAMILY RELATIONSHIP. 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 COMMITTEES 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 AND STAFF MEMBERS ARE REQUIRED TO SIGN AND DATE A NEW COPY OF THE CODE OF ETHICS. THE CODE OF ETHICS SPECIFICALLY REQUESTS THAT A BOARD OR STAFF MEMBER DIVULGE ANY AND ALL PERSONS OR ENTITIES THAT THEY HAVE A PERSONAL RELATIONSHIP WITH THAT MAY ALSO SHARE 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 ARMS LENGTH. THREE COMPETING BIDS ARE REQUIRED FOR ANY POTENTIAL EXPENDITURE OVER $3,000. BOARD MEMBERS THAT ARE RELATED PARTIES 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 IT'S FEATURES. STAFF MEMBERS WHO DO NOT NEED THE NEW HR FEATURES REMAINED UNDER MESA UNITED WAY'S EIN FOR REPORTING PURPOSES. THE FOLLOWING IS THE COMPENSATION PROCESS: BOARD OF DIRECTORS FORMS A SEARCH COMMITTEE MADE UP OF BOARD MEMBERS AND NON-MEMBERS. THE SEARCH COMMITTEE REVIEWS DEMOGRAPHIC DATA FOR COMPENSATION LEVELS OF CEO'S IN SIMILAR SIZED ORGANIZATIONS. THE SEARCH COMMITTEE RECOMMENDS A COMPENSATION LEVEL TO THE EXECUTIVE COMMITTEE, WHO THEN APPROVES AND SUBMITS TO THE ENTIRE BOARD FOR A VOTE. THE LAST COMPENSATION REVIEW/UPDATE PROCESS WAS COMPLETED IN JUNE 2019. FOR COMPENSATION FOR ALL OTHER POSITIONS IN THE ORGANIZATION, CEO REVIEWS DEMOGRAPHIC DATA FOR 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 3,182. PROVISION FOR UNCOLLECTIBLE PROMISES TO GIVE -85,082. 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 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 HELENS HOPE CHEST B 681599 CASH HELENS HOPE CHEST O 248450 CASH