MESA UNITED WAY INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- MESA UNITED WAY INC (EIN 86-0198599)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-17
- IRS object ID
- 202101379349307025
- Schema version
- 2019v5.2
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-17T15:02:58-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | 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 | 2019-07-01 | 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 | 4808342109 | 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 | 4808342109 | PhoneNum |
| Signature | 2021-05-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACQUELINE ECKMAN | PreparerPersonNm |
| PTIN | P01300648 | PTIN |
| Phone | 6022662248 | PhoneNum |
| Preparation | 2021-05-17 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 | $5,233,361 | 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 | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 123 | TotalEmployeeCnt |
| Total Volunteers | 400 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,211,474 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,380,954 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $355,505 | PYInvestmentIncomeAmt |
| CY Investment Income | $77,201 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$6,473 | PYOtherRevenueAmt |
| CY Other Revenue | -$3,008 | CYOtherRevenueAmt |
| PY Total Revenue | $4,560,506 | PYTotalRevenueAmt |
| CY Total Revenue | $4,455,147 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,541,249 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,938,439 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,071,038 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,176,500 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $235,516 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $835,818 | PYOtherExpensesAmt |
| CY Other Expenses | $787,066 | CYOtherExpensesAmt |
| PY Total Expenses | $4,448,105 | PYTotalExpensesAmt |
| CY Total Expenses | $3,902,005 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $112,401 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $553,142 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,839,718 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,619,681 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,438,966 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,727,729 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,400,752 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,891,952 | 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 | $1,773,241 | ExpenseAmt |
| Grant | $1,773,241 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | AGENCY ALLOCATIONS - SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $366,634 | ExpenseAmt |
| Grant | $43,031 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | COMMUNITY IMPACT - SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $231,308 | ExpenseAmt |
| Grant | $104,887 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | MESA VETERANS RESOURCE CENTER "VETERANS BRIDGE TO EMPLOYMENT" - SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $164,527 | $700 | $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 THE PARENTS BECOME THEIR CHILDREN'S FIRST BEST TEACHER WITH INNOVATIVE LESSONS FOR PARENTS AND CHILDREN IN A WELCOMING, CARING ENVIRONMENT. |
| $149,793 | $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 ELEVEN 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 2019-2020, COVID-19 SHORTENED, TAX YEAR, 160 MESA VITA VOLUNTEERS CONTRIBUTED OVER 5,300 HOURS OF THEIR TIME TO COMPLETE MORE THAN 5,800 TAX RETURNS. DUE TO THEIR EFFORTS, OVER $6.5 MILLION IN TAX REFUNDS WERE RETURNED TO THE MEMBERS OF OUR COMMUNITY WHO NEED IT THE MOST. OVER 700 HOURS OF TAX PREPARATION SERVICES WERE PROVIDED AT SIXTEEN DIFFERENT SITES COVERING MESA, CHANDLER, AND GILBERT. THE FACILITIES FOR VITA SITES ARE PROVIDED BY NONPROFIT MESA VITA COALITION PARTNERS. |
| $91,502 | $12,031 | $0 | 12 BOOKS:ANOTHER INITIATIVE OF MESA UNITED WAY, 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 UNITES, AN AMERICORPS PROGRAM THAT HIRES 20 STUDENTS TO WORK WITH LOW INCOME FAMILIES AND PROVIDE WEEKEND FOOD PACKS FOR CHILDREN IN SUMMER SCHOOL. |
| $669,578 | $4,549 | $0 | OTHER PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,075,400 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $17,280 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $3,446,583 | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | 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 | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 17 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 123 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | W RICHARD JAMES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4808342109 | 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 (38 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 | |||||||
| PRESIDENT & CEO | 32.00 | 8.00 | Yes (X) | $59,165 | $38,377 | $15,748 | |
| W RICHARD JAMES | |||||||
| V.P. OF BUSINESS & FINANCE | 34.00 | 6.00 | Yes (X) | $51,678 | $30,414 | $14,804 | |
| LYNN WESTERGARD | |||||||
| CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| VERONICA LEWIS | |||||||
| VICE CHAIR | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHRISTOPHER JONES | |||||||
| TREASURER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SPENCER DICKSON | |||||||
| SECRETARY | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JO WILSON | |||||||
| ETHICS OFFICER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| PATRICIA FIMBRES | |||||||
| ETHICS OFFICER (LEFT 2020) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LAURA ROBERTSON | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| THOMAS SCHILDGEN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| THOMAS H RHODES | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| THOMAS BROWN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SUSAN CARLAND | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| STEVE BECK | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SANDRA HUDSON | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SALLY HARRISON | |||||||
| DIRECTOR | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| RUBEN QUESADA | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| RICHARD J ADAMS JR | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| MARC GARCIA | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LISA HEGEMAN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LAURA SNOW | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KEVIN R NIELSEN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JON NIELSON | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| WAYNE MANSKE | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DAVID NIELSON | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ANDREW C SARAT | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ANNE MCCAWLEY | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| GARY FLEMING | |||||||
| DIRECTOR | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| FRANCISCO HEREDIA | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BRIAN ALLEN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DR RUTH TAN LIM | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| BYRON F ALLEN | |||||||
| DIRECTOR | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| CRAIG HENRY | |||||||
| DIRECTOR | 1.00 | 1.00 | $0 | $0 | $0 | Yes (X) | |
| DEBBIE MIDDLETON | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| SETH MARTY | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ALAN HEYWOOD | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DR C EMBER CONLEY | |||||||
| DIRECTOR (LEFT FY 2020) | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ELIZABETH MORALES | |||||||
| DIRECTOR (LEFT FY 2020) | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $110,843 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $68,791 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $30,552 | 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 |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TSG CONSTRUCTORS LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 71640 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85050 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CONSTRUCTION LABOR | ServicesDesc |
| Compensation | $385,496 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $9,204 | FundraisingAmt |
| Government Grants | $232,610 | GovernmentGrantsAmt |
| All Other Contributions | $4,139,140 | AllOtherContributionsAmt |
| Noncash Contributions | $124,870 | NoncashContributionsAmt |
| Total Contributions | $4,380,954 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $58,947 | TotalRevenueColumnAmt |
| Exclusion | $58,947 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $782,830 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $764,576 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,254 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,254 | TotalRevenueColumnAmt |
| Exclusion | $18,254 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $10,630 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $9,204 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $13,638 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,008 | TotalRevenueColumnAmt |
| Exclusion | -$3,008 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,455,147 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $74,193 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,938,439 | TotalAmt |
| Program Services | $1,938,439 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,228 | TotalAmt |
| Program Services | $93,681 | ProgramServicesAmt |
| Management And General | $84,169 | ManagementAndGeneralAmt |
| Fundraising | $9,378 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $756,184 | TotalAmt |
| Program Services | $618,629 | ProgramServicesAmt |
| Management And General | $30,174 | ManagementAndGeneralAmt |
| Fundraising | $107,381 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,906 | TotalAmt |
| Program Services | $26,388 | ProgramServicesAmt |
| Management And General | $4,702 | ManagementAndGeneralAmt |
| Fundraising | $3,816 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,842 | TotalAmt |
| Program Services | $97,442 | ProgramServicesAmt |
| Management And General | $3,335 | ManagementAndGeneralAmt |
| Fundraising | $22,065 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,340 | TotalAmt |
| Program Services | $58,611 | ProgramServicesAmt |
| Management And General | $7,948 | ManagementAndGeneralAmt |
| Fundraising | $8,781 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,200 | TotalAmt |
| Program Services | $8,640 | ProgramServicesAmt |
| Management And General | $784 | ManagementAndGeneralAmt |
| Fundraising | $5,776 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,288 | TotalAmt |
| Management And General | $20,288 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $357,072 | TotalAmt |
| Program Services | $342,662 | ProgramServicesAmt |
| Management And General | $181 | ManagementAndGeneralAmt |
| Fundraising | $14,229 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,398 | TotalAmt |
| Program Services | $4,122 | ProgramServicesAmt |
| Fundraising | -$1,724 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,581 | TotalAmt |
| Program Services | $73,237 | ProgramServicesAmt |
| Management And General | $2,890 | ManagementAndGeneralAmt |
| Fundraising | $15,454 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,255 | TotalAmt |
| Program Services | $78,564 | ProgramServicesAmt |
| Management And General | $11,692 | ManagementAndGeneralAmt |
| Fundraising | $18,999 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,813 | TotalAmt |
| Program Services | $17,248 | ProgramServicesAmt |
| Management And General | $1,460 | ManagementAndGeneralAmt |
| Fundraising | $2,105 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,085 | TotalAmt |
| Program Services | $12,440 | ProgramServicesAmt |
| Management And General | $943 | ManagementAndGeneralAmt |
| Fundraising | $2,702 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,624 | TotalAmt |
| Program Services | $47,812 | ProgramServicesAmt |
| Management And General | $23,906 | ManagementAndGeneralAmt |
| Fundraising | $23,906 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,874 | TotalAmt |
| Program Services | $11,545 | ProgramServicesAmt |
| Management And General | -$3,100 | ManagementAndGeneralAmt |
| Fundraising | $2,429 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UNITED WAY OF AMERICA D | $28,249 | $28,249 | ||
| DUES AND SUBSCRIPTIONS | $19,627 | $2,285 | $17,123 | $219 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,902,005 | TotalAmt |
| Program Services | $3,446,583 | ProgramServicesAmt |
| Management And General | $219,906 | ManagementAndGeneralAmt |
| Fundraising | $235,516 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $533,273 | BOYAmt |
| EOY | $979,333 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $684,824 | BOYAmt |
| EOY | $718,668 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,171 | BOYAmt |
| EOY | $3,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,303 | BOYAmt |
| EOY | $2,700 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,480,040 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,018,348 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,149,506 | BOYAmt |
| EOY | $1,461,692 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,205,583 | BOYAmt |
| EOY | $2,372,720 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,607 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,451 | BOYAmt |
| EOY | $81,568 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,839,718 | BOYAmt |
| EOY | $5,619,681 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $92,446 | BOYAmt |
| EOY | $266,662 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $642,926 | BOYAmt |
| EOY | $174,222 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $312,048 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $95,267 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $703,594 | BOYAmt |
| EOY | $879,530 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,438,966 | BOYAmt |
| EOY | $1,727,729 | 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 | $2,272,809 | BOYAmt |
| EOY | $2,582,927 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,127,943 | BOYAmt |
| EOY | $1,309,025 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,400,752 | BOYAmt |
| EOY | $3,891,952 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,839,718 | BOYAmt |
| EOY | $5,619,681 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $553,142 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $70,217 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$132,159 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $3,468,686 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,786,127 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,823,941 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,211,474 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,395,161 | CurrentTaxYearAmt |
| Total | $19,685,389 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,468,686 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,786,127 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,823,941 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,211,474 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,395,161 | CurrentTaxYearAmt |
| Total | $19,685,389 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $54,545 | SubstantialContributorsTotAmt |
| Public Support Total170 | $19,630,844 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $75,175 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $75,690 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $77,339 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,313 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,947 | CurrentTaxYearAmt |
| Total | $347,464 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $20,032,853 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $80,304 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.97990 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98090 | 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 | $628,229 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $35,894 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $664,123 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $590,267 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $44,785 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $23,818 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $6,112 | AdministrativeExpensesAmt |
| End Year Balance | $605,122 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $577,022 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $43,436 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $23,686 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $6,505 | AdministrativeExpensesAmt |
| End Year Balance | $590,267 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.82990 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.17010 | TermEndowmentBalanceEOYPct |
| 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 | $12,475 | OtherCostOrOtherBasisAmt |
| Book Value | $12,475 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,171,010 | OtherCostOrOtherBasisAmt |
| Depreciation | $745,178 | DepreciationAmt |
| Book Value | $1,425,832 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $289,555 | OtherCostOrOtherBasisAmt |
| Depreciation | $266,520 | DepreciationAmt |
| Book Value | $23,035 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,650 | DepreciationAmt |
| Book Value | $350 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,461,692 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CASH HELD IN TRUST | $863,103 |
| CAPITAL LEASE OBLIGATIONS | $16,427 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $879,530 | 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 G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $19,834 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $9,204 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $10,630 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $9,608 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $4,030 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $19,834 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $9,204 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $10,630 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $9,608 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $4,030 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $13,638 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$3,008 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| A NEW LEAF | |||||||
| 868 E UNIVERSITY DRIVE | MESA | AZ | 85203 | 860256667 | 501(C)(3) | $69,151 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| ARIZONA BRAINFOOD INC | |||||||
| 2635 N RIDGE | MESA | AZ | 85203 | 263946158 | 501(C)(3) | $65,549 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| ARIZONA REFUGEE EMERGENCY FUND | |||||||
| 1805 S ASHLAND AVE | CHICAGO | IL | 60608 | 453419142 | 501(C)(3) | $25,238 | DONOR DESIGNATIONS |
| ASTER AGING INC | |||||||
| 45 W UNIVERSITY DR A | MESA | AZ | 85201 | 942596075 | 501(C)(3) | $49,543 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| BIG BROTHERS BIG SISTERS OF CENTRAL AZ | |||||||
| 1010 E MCDOWELL STE 400 | PHOENIX | AZ | 85006 | 860205254 | 501(C)(3) | $13,337 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| BOYS & GIRLS CLUB OF THE EAST VALLEY | |||||||
| 1405 E GUADALUPE RD 4 | TEMPE | AZ | 85283 | 860550646 | 501(C)(3) | $11,016 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| CHILD CRISIS CENTER | |||||||
| PO BOX 4114 | MESA | AZ | 85201 | 860407090 | 501(C)(3) | $63,061 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| CIRCLE THE CITY | |||||||
| 300 W CLARENDON 200 | PHOENIX | AZ | 85013 | 242420730 | 501(C)(3) | $10,313 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| EAST VALLEY FIREFIGHTERS CHARITIES FOUNDATION | |||||||
| 31215 E SAN ANGELO AVE | GILBERT | AZ | 85234 | 205187068 | 501(C)(3) | $6,424 | DONOR DESIGNATIONS |
| HELEN'S HOPE CHEST | |||||||
| 126 E UNIVERSITY DRIVE | MESA | AZ | 85201 | 860198599 | 501(C)(3) | $662,388 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| HOUSE OF REFUGE | |||||||
| 6935 E WILLIAMS FIELD ROAD | MESA | AZ | 85212 | 860662244 | 501(C)(3) | $21,179 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| KIDS NEED TO READ | |||||||
| 2450 W BROADWAY ROAD 110 | MESA | AZ | 85202 | 262755631 | 501(C)(3) | $5,625 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| LA MESA MINISTRIES | |||||||
| 425 N GREENFIELD RD | GILBERT | AZ | 85234 | 824386260 | 501(C)(3) | $9,500 | DONOR DESIGNATIONS |
| LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST | |||||||
| 5049 E BROADWAY BLVD 102 | TUCSON | AZ | 857113646 | 860252302 | 501(C)(3) | $15,085 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| MARC COMMUNITY RESOURCES | |||||||
| 924 N COUNTRY CLUB DRIVE | MESA | AZ | 85201 | 860137109 | 501(C)(3) | $7,709 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| MESA COMMUNITY ACTION NETWORK | |||||||
| 635 E BROADWAY RD | MESA | AZ | 85204 | 860558407 | 501(C)(3) | $10,608 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| MESA FOUNDATION FOR EDUCATIONAL EXCELLENCE | |||||||
| 549 N STAPLEY DRIVE | MESA | AZ | 85203 | 860550594 | 501(C)(3) | $15,888 | DONOR DESIGNATIONS |
| MESA PUBLIC SCHOOLS FOUNDATION | |||||||
| 63 E MAIN STREET STE 101 | MESA | AZ | 85201 | 860550594 | 501(C)(3) | $21,164 | DONOR DESIGNATIONS |
| OAKWOOD CREATIVE CARE | |||||||
| PO BOX 1213 | MESA | AZ | 85211 | 860575242 | 501(C)(3) | $13,795 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| PAZ DE CRISTO COMMUNITY CENTER | |||||||
| 424 W BROADWAY ROAD | MESA | AZ | 85210 | 261669496 | 501(C)(3) | $7,370 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| SAVE THE FAMILY FOUNDATION OF AZ | |||||||
| 450 W 4TH PLACE | MESA | AZ | 85201 | 860665712 | 501(C)(3) | $53,466 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| SUNSHINE ACRES | |||||||
| 3405 N HIGLEY ROAD | MESA | AZ | 85215 | 860196532 | 501(C)(3) | $9,980 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| VALLEY OF THE SUN UNITED WAY | |||||||
| 3200 E CAMELBACK RD 375 | PHOENIX | AZ | 85018 | 860104419 | 501(C)(3) | $8,352 | DONOR DESIGNATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 23 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
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
Art Fractional Interest ArtFractionalInterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,327 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | IRS CHART | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $11,937 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | IRS CHART | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $57,071 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR VALUE | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $28,700 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR VALUE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 45 | ContributionCnt |
| Noncash Contributions Rpt F990 | $21,793 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR VALUE | MethodOfDeterminingRevenuesTxt |
Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $300 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | OTHER | 2 | $1,592 | FAIR VALUE |
| Yes (X) | TICKETS | 5 | $1,150 | FACE VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | COLUMN B INCLUDES THE NUMBER OF CONTRIBUTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | AGENCY ALLOCATIONS: MESA UNITED WAY'S COMMUNITY INVESTMENT PROCESS EMPOWERS PEOPLE WHO LIVE OR WORK IN MESA TO HELP INVEST COMMUNITY CHEST CONTRIBUTIONS WHERE THEY MATTER MOST. VOLUNTEERS FROM MESA SCHOOLS, COMPANIES, CHURCHES, AND NEIGHBORHOODS WORK IN TEAMS, VISITING EACH AGENCY IN THEIR AREA OF INTEREST TO SEE FIRST-HAND HOW LIVES ARE BEING CHANGED. THEY ASK IN-DEPTH QUESTIONS ABOUT THE ORGANIZATION TO DETERMINE ITS FINANCIAL HEALTH, CLIENT OUTCOMES AND AREAS IN NEED OF IMPROVEMENT. ONCE THE VISITS HAVE BEEN COMPLETED, THE TEAMS MAKE RECOMMENDATIONS FOR FUNDING TO MESA UNITED WAY'S BOARD OF DIRECTORS. IN MANY CASES, FUNDING IS INCREASED OVER THE PREVIOUS YEAR TO HELP THE AGENCY BETTER SERVE THE NEEDS OF THE COMMUNITY. SOMETIMES, HOWEVER, THE VOLUNTEERS DETERMINE THAT THE MONEY WOULD BE BETTER SPENT IN A DIFFERENT PROGRAM OR AGENCY AND RECOMMEND REDUCING OR ELIMINATING FUNDING. THE RESULT IS AN ASSURANCE THAT DONOR CONTRIBUTIONS ARE SPENT WISELY, AND IN A MANNER THAT HAS MIXIMUM POSITIVE IMPACT ON THE PEOPLE OF MESA. WITH THE COMMUNITY CARE DOLLARS, 21 SOCIAL SERVICE AGENCIES PROVIDE 27 PROGRAMS TO DELIVER SERVICES THAT ENABLE CHILDREN TO LIVE IN A SAFE ENVIRONMENT, SUCCEED IN SCHOOL AND BECOME RESPONSIBLE, CONTRIBUTING ADULTS; PROGRAMS THAT PROVIDE SAFE SHELTER, FOOD AND OTHER SERVICES TO MESA RESIDENTS FACING UNFORESEEN HARDSHIPS; PROGRAMS THAT ENABLE PEOPLE WITH SPECIAL NEEDS AND DISABILITIES TO LIVE UP TO THEIR FULLEST POTENTIAL; PROGRAMS THAT HELP FRAIL ELDERLY PEOPLE AND THOSE SUFFERING ALZHEIMER'S OR OTHER FORMS OF DEMENTIA. |
| 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 | 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 -12,883. PROVISION FOR UNCOLLECTIBLE PROMISES TO GIVE -119,276. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
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 | Yes (1) | 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 | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELENS HOPE CHEST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $662,388 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Comments