2021-03-29T13:10:14-05:00 2020-06-30 860683059 BEACHFLEISCHMAN PC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2019-07-01 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 2021-03-25 1 KELLY L MELTZER CPA P00633511 5203214600 2021-03-25 2019 2022-09-23 18:48:47Z TONY PENN 330 NORTH COMMERCE PARK LOOP NO 200 TUCSON AZ 857452792 20024152 0 X UNITEDWAYTUCSON.ORG X 1942 AZ BUILDING A THRIVING COMMUNITY BY UNITING PEOPLE, IDEAS AND RESOURCES. 23 23 68 4516 0 0 12333588 14574558 126404 109077 181714 -51457 -24204 -14864 12617502 14617314 6680061 7102761 0 0 3605333 4111999 0 0 1205872 2062131 2059875 12347525 13274635 269977 1342679 12962032 14900334 2465253 2830563 10496779 12069771 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 10206476 6251616 109077 UNITED WAY OF TUCSON AND SOUTHERN ARIZONA SERVES MORE THAN 180,000 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. KEY 2019 - 2020 RESULTS INCLUDE:*1,565 CHILDREN ARE IN EARLY EDUCATION PROGRAMS ACTIVELY ENGAGED IN QUALITY IMPROVEMENT EFFORTS*CHILDREN RECEIVED 166,782 AGE-APPROPRIATE BOOKS TO BUILD THEIR PERSONAL HOME LIBRARIES*2,427 FAMILIES RECEIVED GUIDANCE FOR RAISING AND NURTURING THEIR CHILD EITHER IN THE HOME OR AT COMMUNITY-BASED SETTINGS*631 INDIVIDUALS LEARNED NEW DEVELOPMENTALLY APPROPRIATE EARLY CHILDHOOD EDUCATION AND SYSTEMS BUILDING SKILLS*735 OPPORTUNITY YOUTH WERE SUPPORTED TO SUSTAIN THEIR ENGAGEMENT IN CONNECTING EDUCATION AND A CAREER PATHWAY THROUGH THE RE-ENGAGEMENT CENTERS*14,180 LOW-INCOME WORKING FAMILIES USED NO-FEE TAX PREPARATION SERVICES AT VITA SITES TO RECEIVE ALL APPROPRIATE TAX CREDITS*821 FAMILIES AND YOUTH RECEIVED SERVICES TO BECOME MORE FINANCIALLY STABLE*4,527 SENIORS BECAME MORE ACTIVE AND INDEPENDENT THROUGH VOLUNTEERING*154,716 HOURS TO SUPPORT OTHER SENIORS AND FAMILIES TO MEET THEIR NEEDS*23,250 SENIORS WERE ABLE TO STAY AT HOME BECAUSE OF HELP AND SUPPORT FROM QUALITY PROGRAMS*3,832 DAYS OF CARING VOLUNTEERS PROVIDED 12,976 VOLUNTEER HOURS TO COMPLETE 150 COMMUNITY IMPROVEMENT PROJECTS*3,345 INDIVIDUALS LEARNED ABOUT HOW TO PLAN FOR THEIR END OF LIFE CHOICES THROUGH WORKSHOPS, COACHING SESSION, AND PROVIDER-SPECIFIC LEARNING OPPORTUNITIES*19,803 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 851145 851145 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. 11057621 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 52 0 1 68 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 23 23 0 0 1 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 X 335104 0 13983 LAVONNE DOUVILLE EXECUTIVE VICE PRESIDENT 40.00 X 151293 0 5204 CLAY BACON SENIOR VICE PRESIDENT & COO 40.00 X 131284 0 10786 GEORGE SCHLECHT VICE PRESIDENT & CFO 40.00 X 86029 0 9901 LILLIAN BRANTLEY-THOMPSON DIRECTOR 1.00 X 0 0 0 KEVIN CUTTER 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 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 CATHERINE MERRILL DIRECTOR 1.00 X 0 0 0 ALLEN REID DIRECTOR 1.00 X 0 0 0 JOEL ROHLIK DIRECTOR 1.00 X 0 0 0 ROBERT ROBBINS 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 JEAN SAVAGE DIRECTOR 1.00 X 0 0 0 PAUL STAPLETON-SMITH 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 MICHELLE TRINDADE DIRECTOR 1.00 X 0 0 0 HEATH VESCOVI-CHIORDI DIRECTOR 1.00 X 0 0 0 CHAD WHELAN DIRECTOR 1.00 X 0 0 0 TEA WILLIAMS DIRECTOR 0.50 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 703710 0 39874 3 0 1 0 0 57061 328667 6558073 7630757 111112 14574558 SERVICE FEE INCOME 900099 104572 104572 MISCELLANEOUS INCOME 900099 4505 4505 109077 168438 168438 5148684 150 5368729 0 -220045 150 -219895 -219895 23245 57061 38109 -14864 -14864 14617314 109077 0 -66321 7089240 7089240 13521 13521 771947 463213 132671 176063 2682878 1609883 461094 611901 96305 57103 18339 20863 319069 189659 59901 69509 241800 147075 41709 53016 2111 2111 30025 30025 34292 34292 710315 613570 42463 54282 92041 64604 7166 20271 279674 193567 35799 50308 213658 147694 26619 39345 283990 215781 26153 42056 73930 64911 3946 5073 108915 73045 10653 25217 5608 5608 142411 88068 20780 33563 26710 26710 14335 545 13790 DUES AND SUBSCRIPTIONS 33871 18153 11313 4405 IN KIND EXPENSES 7989 7989 13274635 11057621 1011142 1205872 1964503 2963764 983128 1165099 4053185 4988813 207984 23755 76622 86615 349514 226265 21523 123249 5474308 5364141 180779 184898 12962032 14900334 681904 699640 482106 572628 564181 804856 661295 660494 75767 92945 2465253 2830563 X 5529468 6113839 4967311 5955932 10496779 12069771 12962032 14900334 1342679 230313 0 X 0 1 X 1 0 X 12478448 12949273 11820491 12333588 14574558 64156358 12478448 12949273 11820491 12333588 14574558 64156358 1444712 62711646 111808 77154 147120 196063 168438 700583 64856941 984816 0.96690 0.99090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 13274635 13274635 813732 203433 0 0 780774 731298 767376 813732 3093180 4639770 195194 182824 191844 203433 773295 1159943 39 431792 467476 1076257 1 1 0 1 X 1873917 44231 69294 14140 1834714 1823612 60100 78841 74644 13992 1873917 1826963 83238 73544 13045 1823612 1803543 103809 65831 14558 1826963 1833395 2301 48308 65766 14695 1803543 0.00000 0.92000 0.08000 0 0 682 682 0 87439 87439 0 261393 138144 123249 123249 ANNUITY PAYMENT OBLIGATIONS 68812 CAPITAL LEASE OBLIGATIONS 24133 92945 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: STATEMENT ASC 740 (FIN 48) 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. BUSINESS BREAKFAST 80306 57061 23245 9276 18414 10419 80306 57061 23245 9276 18414 10419 38109 -14864 1 AJO CENTER FOR SUSTAINABLE AGRICULTURE 901 W MORONDO AVENUE AJO AZ 85321 383909062 501(C)(3) 10000 GENERAL USE ALIVE CHRISTIAN CHURCH FELLOWSHIP 9662 N LA CHOLLA BLVD TUCSON AZ 85742 860585270 501(C)(3) 6650 GENERAL USE AMERICAN CANCER SOCIETY - TUCSON 2015 W RIVER ROAD 245 TUCSON AZ 85704 841316555 501(C)(3) 8472 GENERAL USE THE AMERIND FOUNDATION INC PO BOX 400 DRAGOON AZ 85609 860122680 501(C)(3) 5000 GENERAL USE AMERICAN RED CROSS - GUAM CHAPTER PO BOX 37839 BOONE IA 500370839 530196605 501(C)(3) 6000 GENERAL USE AMPHITHEATER PUBLIC SCHOOL DISTRICT 701 W WETMORE ROAD TUCSON AZ 85705 866000547 AMPHITHEATRE USD 156484 GENERAL USE ASU FOUNDATION PO BOX 2260 TEMPE AZ 852802260 866051042 501(C)(3) 5000 GENERAL USE AVIVA 153 S PLUMER AVENUE TUCSON AZ 85719 860948932 501(C)(3) 7851 GENERAL USE ARIZONA THEATRE COMPANY PO BOX 1631 TUCSON AZ 85702 860211777 501(C)(3) 11250 GENERAL USE BIG 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501(C)(3) 6333 GENERAL USE COMMUNITY FOOD BANK PO BOX 551 TUCSON AZ 85702 510192519 501(C)(3) 71258 GENERAL USE HANDS OF HOPE PO BOX 17070 TUCSON AZ 85731 942750922 501(C)(3) 9768 GENERAL USE DIRECT CENTER FOR INDEPENDENCE 1001 N ALVERNON WAY STUITE 101 TUCSON AZ 85711 860780046 501(C)(3) 20325 GENERAL USE DOCTORS WITHOUT BORDERS USA PO BOX 5030 HAGERSTOWN MD 21741 133433452 501(C)(3) 7535 GENERAL USE EARLY CHILDHOOD DEVELOPMENT GROUP (ECDG) 3472 E FT LOWELL ROAD TUCSON AZ 85716 262633177 501(C)(3) 145052 GENERAL USE EMERGE CENTER AGAINST DOMESTIC ABUSE 2545 E ADAMS STREET TUCSON AZ 85716 860312162 501(C)(3) 23843 GENERAL USE FRIEDREICH'S ATAXIA RESEARCH ALLIANCE (FARA) 533 W UWCHLAN AVENUE DOWNINGTOWN PA 19335 522122720 501(C)(3) 5000 GENERAL USE FEED THE CHILDREN INC 333 N MERIDIAN OKLAHOMA CITY OK 73107 736108657 501(C)(3) 10000 GENERAL USE FEEDING AMERICA PO BOX 96749 WASHINGTON DC 200906749 363673599 501(C)(3) 5000 GENERAL USE FLOWING WELLS UNIFIED SCHOOL DISTRICT 1556 W PRINCE 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STUITE 212 CHICAGO IL 60607 453039640 501(C)(3) 8000 GENERAL USE LITERACY CONNECTS 200 E YAVAPAI ROAD TUCSON AZ 85705 237047508 501(C)(3) 71649 GENERAL USE LUTHERAN SOCIAL SERVICES SW 6303 E TANQUE VERDE ROAD 101 TUCSON AZ 85715 860252302 501(C)(3) 15000 GENERAL USE MAKE WAY FOR BOOKS 700 N STONE AVENUE TUCSON AZ 85705 311583036 501(C)(3) 140749 GENERAL USE MAKE-A-WISH FOUNDATION ARIZONA 2901 N 78TH STREET SCOTTSDALE AZ 85251 860409636 501(C)(3) 6167 GENERAL USE MARANA UNIFIED SCHOOL DISTRICT 11279 W GRIER ROAD 115A MARANA AZ 85753 866003545 MARANA USD 81671 GENERAL USE OFFICE OF THE PIMA COUNTY SCHOOL SUPERINTENDENT 200 N STONE AVENUE TUCSON AZ 85701 866000545 PIMA COUNTY SUPERINT 44360 GENERAL USE OLD PUEBLO COMMUNITY SERVICES 4501 E 5TH STREET 1 TUCSON AZ 85711 860836556 501(C)(3) 9390 GENERAL USE OUR FAMILY SERVICES 2590 N ALVERNON WAY TUCSON AZ 85712 942598560 501(C)(3) 138788 GENERAL USE PARENT AID CHILD ABUSE PREVENTION CENTER 2580 E 22ND STREET TUCSON AZ 85713 742591577 501(C)(3) 20546 GENERAL USE PIMA COUNCIL ON AGING 8467 E BROADWAY BLVD TUCSON AZ 85710 860251768 501(C)(3) 187477 GENERAL USE PIMA COUNTY ANIMAL CARE CENTER 4000 N SILVERBELL ROAD TUCSON AZ 85745 866000543 PIMA COUNTY 33359 GENERAL USE PIMA COUNTY PUBLIC LIBRARY 101 N STONE AVENUE TUCSON AZ 85701 866000543 PIMA COUNTY 15000 GENERAL USE PIO DECIMO CENTER 848 S 7TH AVENUE TUCSON AZ 85701 530196617 501(C)(3) 27096 GENERAL USE PLANNED PARENTHOOD SOUTHERN ARIZONA 4751 N 15TH STREET PHOENIX AZ 85014 860146520 501(C)(3) 22678 GENERAL USE POTTSTOWN PUBLIC LIBRARY 500 HIGH STREET POTTSTOWN PA 19464 230985220 POTTSTOWN PA 12500 GENERAL USE PRIMAVERA FOUNDATION INC 151 W 40TH STREET TUCSON AZ 85711 860733182 501(C)(3) 91861 GENERAL USE RONALD MCDONALD HOUSE TUCSON 2155 E ALLEN ROAD TUCSON AZ 85719 953526934 501(C)(3) 9574 GENERAL USE SOUTHERN ARIZONA AIDS FOUNDATION 375 S EUCLID AVENUE TUCSON AZ 85719 860864100 501(C)(3) 20373 GENERAL USE SOUTHERN ARIZONA ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN PO BOX 68475 ORO VALLEY AZ 85737 237095345 501(C)(3) 85171 GENERAL USE SAHUARITA FOOD BANK 17750 S LA CANADA DRIVE SAHUARITA AZ 85629 471654162 501(C)(3) 10000 GENERAL USE SAHUARITA UNIFIED SCHOOL DISTRICT #30 350 W SAHUARITA ROAD SAHUARITA AZ 85629 432007205 SAHUARITA USD 30 5000 GENERAL USE SALPOINTE CATHOLIC HIGH SCHOOL 1545 E COPPER STREET TUCSON AZ 85719 860705131 501(C)(3) 8453 GENERAL USE SAN MIGUEL CORPORATE INTERNSHIP 6601 S SAN FERNANDO ROAD TUCSON AZ 85756 770649648 501(C)(3) 12000 GENERAL USE SAVING ANIMALS FROM EUTHANASIA 3661 N CAMPBELL AVENUE PMB220 TUCSON AZ 85719 010662899 501(C)(3) 6274 GENERAL USE SOUTHERN ARIZONA LEGAL AID INC 2343 E BROADWAY BLVD SUITE 200 TUCSON AZ 85719 860143449 501(C)(3) 5612 GENERAL USE DIAPER BANK OF SOUTHERN ARIZONA 1050 S PLUMER AVENUE TUCSON AZ 85719 431990345 501(C)(3) 10355 GENERAL USE ST JUDE'S CHILDREN RESEARCH 501 ST JUDE PLACE MEMPHIS TN 381051942 620646012 501(C)(3) 7497 GENERAL USE ST VINCENT DE PAUL SOCIETY 829 S 6TH AVENUE TUCSON AZ 85701 860104418 501(C)(3) 7660 GENERAL USE ST ANDREW'S PRESBYTERIAN CHURCH 7650 N PASEO DEL NORTE TUCSON AZ 85704 860364537 501(C)(3) 8000 GENERAL USE STANFORD UNIVERSITY LAW SCHOOL PO BOX 20466 STANFORD CA 943090466 941156365 501(C)(3) 7500 GENERAL USE SUNNYSIDE FOUNDATION INC 2238 E GINTER ROAD TUCSON AZ 85706 860459085 501(C)(3) 7500 GENERAL USE SUNNYSIDE UNIFIED SCHOOL DISTRICT 2238 E GINTER ROAD TUCSON AZ 85706 866000792 SUNNYSIDE USD 535059 GENERAL USE TEEN CHALLENGE OF ARIZONA INC PO BOX 5966 TUCSON AZ 85703 860869349 501(C)(3) 5498 GENERAL USE TMC FOUNDATION 5301 E GRANT ROAD PATIO BLDG TUCSON AZ 85712 521627574 501(C)(3) 6334 GENERAL USE TOHONO O'ODHAM COMMUNITY COLLEGE PO BOX 3129 SELLS AZ 85634 860931108 501(C)(3) 103240 GENERAL USE TUCSON MUSEUM OF ART 140 N MAIN AVENUE TUCSON AZ 85701 866006371 501(C)(3) 9000 GENERAL USE TUCSON SYMPHONY ORCHESTRA SOCIETY 2175 N 6TH AVENUE TUCSON AZ 85705 860107538 501(C)(3) 17500 GENERAL USE TUCSON CONQUISTADORES FOUNDATION 6450 E BROADWAY BLVD TUCSON AZ 85710 201940513 501(C)(3) 5500 GENERAL USE UNITED WAY OF NORTHERN ARIZONA 1515 E CEDAR AVENUE SUITE D1 FLAGSTAFF AZ 86004 860211666 501(C)(3) 32744 GENERAL USE UNIVERSITY OF ARIZONA FOUNDATION PO BOX 210109 TUCSON AZ 857210109 866050388 501(C)(3) 31483 GENERAL USE UNIVERSITY OF ARIZONA - COOPERATIVE EXTENSION PO BOX 210109 TUCSON AZ 85719 866050388 STATE OF ARIZONA 39691 GENERAL USE UNIVERSITY OF ARIZONA PO BOX 210109 TUCSON AZ 85719 866050388 STATE OF ARIZONA 49995 GENERAL USE VAIL UNIFIED SCHOOL DISTRICT PO BOX 800 VAIL AZ 85641 860617696 VAIL USD 48246 GENERAL USE VERITAS ACADEMY OF TUCSON PO BOX 35263 TUCSON AZ 85740 262546349 501(C)(3) 10804 GENERAL USE WORLD CENTRAL KITCHEN INC 1342 FLORIDA AVENUE NW WASHINGTON DC 20009 273521132 501(C)(3) 5000 GENERAL USE YMCA OF SOUTHERN ARIZONA PO BOX 1111 TUCSON AZ 85702 860101237 501(C)(3) 7590 GENERAL USE YOUTH ON THEIR OWN 1660 N ALVERNON WAY TUCSON AZ 85712 860644388 501(C)(3) 29451 GENERAL USE YWCA OF SOUTHERN ARIZONA 525 N BONITA AVENUE TUCSON AZ 85745 860098937 501(C)(3) 51246 GENERAL USE 97 EMERGENCY ASSISTANCE 23 13521 PART I, LINE 2: EACH FUNDED PROJECT REPORTS SERVICE AND FINANCIAL INFORMATION ON-LINE. 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 1 0 0 0 0 0 1 0 TONY PENN PRESIDENT & CEO 235313 0 30419 0 69372 0 6458 0 7525 0 349087 0 32350 0 LAVONNE DOUVILLE EXECUTIVE VICE PRESIDENT 135293 0 16000 0 0 0 4379 0 825 0 156497 0 0 0 PART I, LINE 4B TONY PENN, PRESIDENT & CEO, PARTICIPATED IN A DEFERRED COMPENSATION PLAN UNDER SECTION 457(F). IN 2019, MR. PENN RECEIVED A TOTAL DISTRIBUTION OF $69,372 AND THE PLAN TERMINATED. 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 265 FMV X 7 103123 NYSE X RENAISSANCE FESTIVAL TICKETS 1 7724 FMV 0 1 0 PART I, COLUMN (B): THE AMOUNT REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED ON MARCH 25, 2020. PREVIOUSLY A BOARD SEAT HAD BEEN RESERVED FOR THE CURRENT PIMA AREA LABOR FEDERATION CHAIR OR DESIGNATED ALTERNATE. PER THE AMENDED BYLAWS, A BOARD SEAT MAY BE FILLED BY THE CURRENT PIMA AREA LABOR FEDERATION CHAIR OR DESIGNATED ALTERNATE, SUBJECT TO THE APPROVAL OF THE BOARD OF DIRECTORS AND SUBJECT TO THE TERM LIMITS IMPOSED ON ALL OTHER MEMBERS OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE AUDIT COMMITTEE HAS REVIEWED AND APPROVED THE DRAFT 990, IT IS EMAILED 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 0 0 0 0 0 1 0 0 UNITED WAY CAPITAL CORPORATION C 328667 CASH RECEIVED UNITED WAY CAPITAL CORPORATION K 254705 CASH PAID UNITED WAY CAPITAL CORPORATION K 188006 FMV IN EXCESS OF CASH PAID UNITED WAY CAPITAL CORPORATION Q 15008 CASH RECEIVED