UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC (EIN 86-0098932)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-03-30
- IRS object ID
- 202020909349300617
- Schema version
- 2018v3.1
- 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 C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-30T12:14:12-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860683059 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEACHFLEISCHMAN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1985 E RIVER ROAD SUITE 201 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860098932 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF TUCSON AND SOUTHERN | BusinessNameLine1Txt |
| Business Name Line2 | ARIZONA INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5209039000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 N COMMERCE PARK LOOP NO 200 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85745 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONY PENN | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 5209039000 | PhoneNum |
| Signature | 2020-03-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MONICA A VERA CPA | PreparerPersonNm |
| PTIN | P01456278 | PTIN |
| Phone | 5203214600 | PhoneNum |
| Preparation | 2020-03-27 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.128.200.66 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-03-27 | IPDt |
| IP Tm | 08:55:33 | IPTm |
| IP Timezone | US | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 100786DC4CA6AC734CEB2D953EA696EF9CD62243 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 30E46978D2C59AA32200D71C98AB2CF713052E80 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TONY PENN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 N COMMERCE PARK LOOP NO 200 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85745 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,069,435 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | UNITEDWAYTUCSON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1942 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | BUILDING A THRIVING COMMUNITY BY UNITING PEOPLE, IDEAS AND RESOURCES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 65 | TotalEmployeeCnt |
| Total Volunteers | 5397 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,820,491 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,333,588 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $128,332 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $126,404 | CYProgramServiceRevenueAmt |
| PY Investment Income | $153,771 | PYInvestmentIncomeAmt |
| CY Investment Income | $181,714 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$14,819 | PYOtherRevenueAmt |
| CY Other Revenue | -$24,204 | CYOtherRevenueAmt |
| PY Total Revenue | $12,087,775 | PYTotalRevenueAmt |
| CY Total Revenue | $12,617,502 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,774,225 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,680,061 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,954,685 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,605,333 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,175,942 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,897,048 | PYOtherExpensesAmt |
| CY Other Expenses | $2,062,131 | CYOtherExpensesAmt |
| PY Total Expenses | $11,625,958 | PYTotalExpensesAmt |
| CY Total Expenses | $12,347,525 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $461,817 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $269,977 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,328,916 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,397,851 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,210,246 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,901,072 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $10,118,670 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,496,779 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $9,412,081 | ExpenseAmt |
| Grant | $5,836,725 | GrantAmt |
| Revenue | $126,404 | RevenueAmt |
| Desc | UNITED WAY OF TUCSON AND SOUTHERN ARIZONA SERVES MORE THAN 150,000 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, 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 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 2018 - 2019 RESULTS INCLUDE:1,222 CHILDREN ARE IN EARLY EDUCATION PROGRAMS ACTIVELY ENGAGED IN QUALITY IMPROVEMENT EFFORTS*CHILDREN RECEIVED 236,980 AGE-APPROPRIATE BOOKS TO BUILD THEIR PERSONAL HOME LIBRARIES*2,259 FAMILIES RECEIVED GUIDANCE FOR RAISING AND NURTURING THEIR CHILD EITHER IN THE HOME OR AT COMMUNITY-BASED SETTINGS*682 INDIVIDUALS LEARNED NEW DEVELOPMENTALLY APPROPRIATE EARLY CHILDHOOD EDUCATION AND SYSTEMS BUILDING SKILLS*498 OPPORTUNITY YOUTH WERE SUPPORTED TO SUSTAIN THEIR ENGAGEMENT IN CONNECTING EDUCATION AND A CAREER PATHWAY THROUGH THE RE-ENGAGEMENT CENTERS*16,200 LOW-INCOME WORKING FAMILIES USED NO-FEE TAX PREPARATION SERVICES AT VITA SITES TO RECEIVE ALL APPROPRIATE TAX CREDITS*573 FAMILIES AND YOUTH RECEIVED SERVICES TO BECOME MORE FINANCIALLY STABLE*3,566 SENIORS BECAME MORE ACTIVE AND INDEPENDENT THROUGH VOLUNTEERING*162,235 HOURS TO SUPPORT OTHER SENIORS AND FAMILIES TO MEET THEIR NEEDS*20,432 SENIORS WERE ABLE TO STAY AT HOME BECAUSE OF HELP AND SUPPORT FROM QUALITY PROGRAMS*4,295 DAYS OF CARING VOLUNTEERS PROVIDED 15,707 VOLUNTEER HOURS TO COMPLETE 135 COMMUNITY IMPROVEMENT PROJECTS*3,963 INDIVIDUALS LEARNED ABOUT HOW TO PLAN FOR THEIR END OF LIFE CHOICES THROUGH WORKSHOPS, COACHING SESSION, AND PROVIDER-SPECIFIC LEARNING OPPORTUNITIES | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $843,336 | ExpenseAmt |
| Grant | $843,336 | GrantAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $10,255,417 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 45 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 65 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| 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 | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | 0 | LocalChaptersInd |
| 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE SCHLECHT CPA | PersonNm |
| Phone | 5209039000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 N COMMERCE PARK LOOP NO 200 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85745 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| LILLIAN BRANTLEY-THOMPSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| COLLETTE BROWN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN CUTTER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN DASCH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LINDA DRAKE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALLISON DUFFY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NEAL ECKEL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||
| FRANK GRIJALVA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ERNEST JONES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LEE LAMBERT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JILL MALICK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN MANKEE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE MERRILL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT RAMIREZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALLEN REID | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE RIES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT ROBBINS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ADRIANA KONG ROMERO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARY ROWLEY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CALLINE SANCHEZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JEAN SAVAGE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL STAPLETON-SMITH | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HOWARD STEWART | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHELLE TRINDADE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HEATH VESCOVI-CHIORDI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TEA WILLIAMS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GEORGE KENNEDY | ||||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ADDIE LIENING | ||||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JENNIFER PHILLIPS | ||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JOEL ROHLIK | ||||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| EDMUND MARQUEZ | ||||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| TONY PENN | ||||||||
| PRESIDENT & CEO | 40.00 | $257,762 | $0 | $36,984 | Yes (X) | |||
| CLAY BACON | ||||||||
| CFO | 40.00 | $106,786 | $0 | $8,037 | Yes (X) | |||
| LAVONNE DOUVILLE | ||||||||
| SR. VICE PRESIDENT | 40.00 | $146,351 | $0 | $4,803 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $510,899 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $49,824 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $64,979 | FundraisingAmt |
| Related Organizations | $250,000 | RelatedOrganizationsAmt |
| Government Grants | $6,120,822 | GovernmentGrantsAmt |
| All Other Contributions | $5,897,787 | AllOtherContributionsAmt |
| Noncash Contributions | $193,732 | NoncashContributionsAmt |
| Total Contributions | $12,333,588 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SERVICE FEE INCOME | 900099 | $121,486 | $121,486 |
| PROGRAM FEES | 900099 | $3,181 | $3,181 |
| MISCELLANEOUS INCOME | 900099 | $1,737 | $1,737 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $126,404 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $196,063 | TotalRevenueColumnAmt |
| Exclusion | $196,063 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,398,170 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,403,975 | SecuritiesAmt |
| Other | $8,544 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$5,805 | SecuritiesAmt |
| Other | -$8,544 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$14,349 | TotalRevenueColumnAmt |
| Exclusion | -$14,349 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $15,210 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $64,979 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $39,414 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$24,204 | TotalRevenueColumnAmt |
| Exclusion | -$24,204 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,617,502 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $126,404 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $157,510 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,665,048 | TotalAmt |
| Program Services | $6,665,048 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,013 | TotalAmt |
| Program Services | $15,013 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,754 | TotalAmt |
| Program Services | $241,209 | ProgramServicesAmt |
| Management And General | $70,786 | ManagementAndGeneralAmt |
| Fundraising | $111,759 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,564,500 | TotalAmt |
| Program Services | $1,459,764 | ProgramServicesAmt |
| Management And General | $428,385 | ManagementAndGeneralAmt |
| Fundraising | $676,351 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,764 | TotalAmt |
| Program Services | $50,961 | ProgramServicesAmt |
| Management And General | $17,291 | ManagementAndGeneralAmt |
| Fundraising | $21,512 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $319,303 | TotalAmt |
| Program Services | $181,530 | ProgramServicesAmt |
| Management And General | $59,835 | ManagementAndGeneralAmt |
| Fundraising | $77,938 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,012 | TotalAmt |
| Program Services | $120,855 | ProgramServicesAmt |
| Management And General | $34,678 | ManagementAndGeneralAmt |
| Fundraising | $52,479 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,066 | TotalAmt |
| Management And General | $35,066 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,621 | TotalAmt |
| Management And General | $34,621 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574,352 | TotalAmt |
| Program Services | $497,147 | ProgramServicesAmt |
| Management And General | $41,542 | ManagementAndGeneralAmt |
| Fundraising | $35,663 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,812 | TotalAmt |
| Program Services | $56,446 | ProgramServicesAmt |
| Management And General | $7,173 | ManagementAndGeneralAmt |
| Fundraising | $17,193 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,651 | TotalAmt |
| Program Services | $181,009 | ProgramServicesAmt |
| Management And General | $34,204 | ManagementAndGeneralAmt |
| Fundraising | $63,438 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,316 | TotalAmt |
| Program Services | $115,165 | ProgramServicesAmt |
| Management And General | $22,207 | ManagementAndGeneralAmt |
| Fundraising | $28,944 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,213 | TotalAmt |
| Program Services | $211,948 | ProgramServicesAmt |
| Management And General | $27,325 | ManagementAndGeneralAmt |
| Fundraising | $46,940 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,135 | TotalAmt |
| Program Services | $108,609 | ProgramServicesAmt |
| Management And General | $5,861 | ManagementAndGeneralAmt |
| Fundraising | $6,665 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,724 | TotalAmt |
| Program Services | $116,107 | ProgramServicesAmt |
| Management And General | $20,197 | ManagementAndGeneralAmt |
| Fundraising | $420 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,136 | TotalAmt |
| Management And General | $5,136 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,891 | TotalAmt |
| Program Services | $70,015 | ProgramServicesAmt |
| Management And General | $17,422 | ManagementAndGeneralAmt |
| Fundraising | $30,454 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,631 | TotalAmt |
| Management And General | $26,631 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,749 | TotalAmt |
| Program Services | $407 | ProgramServicesAmt |
| Management And General | $13,342 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| IN KIND EXPENSES | $147,363 | $147,363 | ||
| DUES AND SUBSCRIPTIONS | $37,471 | $16,821 | $14,464 | $6,186 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,347,525 | TotalAmt |
| Program Services | $10,255,417 | ProgramServicesAmt |
| Management And General | $916,166 | ManagementAndGeneralAmt |
| Fundraising | $1,175,942 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $832,027 | BOYAmt |
| EOY | $1,964,503 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,785,367 | BOYAmt |
| EOY | $983,128 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,868,098 | BOYAmt |
| EOY | $3,489,004 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,322 | BOYAmt |
| EOY | $207,984 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,685 | BOYAmt |
| EOY | $76,622 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $233,818 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $212,295 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,697 | BOYAmt |
| EOY | $21,523 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,476,282 | BOYAmt |
| EOY | $5,474,308 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,771 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,667 | BOYAmt |
| EOY | $180,779 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,328,916 | BOYAmt |
| EOY | $12,397,851 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $610,602 | BOYAmt |
| EOY | $681,904 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $594,978 | BOYAmt |
| EOY | $482,106 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $922,355 | BOYAmt |
| EOY | $661,295 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,311 | BOYAmt |
| EOY | $75,767 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,210,246 | BOYAmt |
| EOY | $1,901,072 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,456,598 | BOYAmt |
| EOY | $5,529,468 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,048,508 | BOYAmt |
| EOY | $3,279,757 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,613,564 | BOYAmt |
| EOY | $1,687,554 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,118,670 | BOYAmt |
| EOY | $10,496,779 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,328,916 | BOYAmt |
| EOY | $12,397,851 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $269,977 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $108,132 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | $15,761,477 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,478,448 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,949,273 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,820,491 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,333,588 | CurrentTaxYearAmt |
| Total | $65,343,277 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,761,477 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,478,448 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,949,273 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,820,491 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,333,588 | CurrentTaxYearAmt |
| Total | $65,343,277 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $65,343,277 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $70,959 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $111,808 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $77,154 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $147,120 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $196,063 | CurrentTaxYearAmt |
| Total | $603,104 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $65,946,381 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,347,422 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99090 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99240 | 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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,347,525 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $12,347,525 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $767,376 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $191,844 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $771,773 | CurrentYearMinus3Amt |
| Current Year Minus2 | $780,774 | CurrentYearMinus2Amt |
| Current Year Minus1 | $731,298 | CurrentYearMinus1Amt |
| Current Year | $767,376 | CurrentYearAmt |
| Total | $3,051,221 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $4,576,832 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $192,943 | CurrentYearMinus3Amt |
| Current Year Minus2 | $195,194 | CurrentYearMinus2Amt |
| Current Year Minus1 | $182,824 | CurrentYearMinus1Amt |
| Current Year | $191,844 | CurrentYearAmt |
| Total | $762,805 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,144,208 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 42 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $405,025 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $802,460 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,127,319 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,823,612 | BeginningYearBalanceAmt |
| Contributions | $60,100 | ContributionsAmt |
| Investment Earnings Or Losses | $78,841 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $74,644 | OtherExpendituresAmt |
| Administrative Expenses | $13,992 | AdministrativeExpensesAmt |
| End Year Balance | $1,873,917 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,826,963 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $83,238 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $73,544 | OtherExpendituresAmt |
| Administrative Expenses | $13,045 | AdministrativeExpensesAmt |
| End Year Balance | $1,823,612 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,803,543 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $103,809 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $65,831 | OtherExpendituresAmt |
| Administrative Expenses | $14,558 | AdministrativeExpensesAmt |
| End Year Balance | $1,826,963 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,833,395 | BeginningYearBalanceAmt |
| Contributions | $2,301 | ContributionsAmt |
| Investment Earnings Or Losses | $48,308 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $65,766 | OtherExpendituresAmt |
| Administrative Expenses | $14,695 | AdministrativeExpensesAmt |
| End Year Balance | $1,803,543 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,881,169 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $37,043 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $70,369 | OtherExpendituresAmt |
| Administrative Expenses | $14,448 | AdministrativeExpensesAmt |
| End Year Balance | $1,833,395 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.90000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $682 | OtherCostOrOtherBasisAmt |
| Depreciation | $682 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $87,439 | OtherCostOrOtherBasisAmt |
| Depreciation | $81,267 | DepreciationAmt |
| Book Value | $6,172 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $145,697 | OtherCostOrOtherBasisAmt |
| Depreciation | $130,346 | DepreciationAmt |
| Book Value | $15,351 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $21,523 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY PAYMENT OBLIGATIONS | Desc |
| Amt | $75,767 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $75,767 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. UWTSA IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION UNDER INTERNAL REVENUE CODE SECTION 509(A)(1). UWCC IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION UNDER INTERNAL REVENUE CODE SECTION 509(A)(3), TYPE I. INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THEIR TAX-EXEMPT PURPOSE, HOWEVER, MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME (UBTI). UWTSA AND UWCC ARE REQUIRED TO FILE INFORMATIONAL RETURNS FOR FEDERAL AND STATE PURPOSES AND, IF THEY HAVE UBTI, FEDERAL AND STATE INCOME TAX RETURNS. MANAGEMENT HAS PERFORMED ITS EVALUATION OF TAX POSITIONS TAKEN ON ALL OPEN TAX YEARS AND HAS DETERMINED THAT THERE WERE NO POSITIONS TAKEN THAT DO NOT MEET THE "MORE LIKELY THAN NOT" STANDARD. FROM TIME TO TIME, UWTSA AND UWCC MAY BE SUBJECT TO PENALTIES AND INTEREST ASSESSED BY VARIOUS TAXING AUTHORITIES, WHICH ARE CLASSIFIED AS MANAGEMENT AND GENERAL EXPENSES, IF THEY OCCUR. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BUSINESS BREAKFAST | Event1Nm |
| Gross Receipts Event1 | $80,189 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $64,979 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $15,210 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $11,010 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $17,160 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $11,244 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $80,189 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $64,979 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $15,210 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $11,010 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $17,160 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,244 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $39,414 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$24,204 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (89 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ALIVE CHRISTIAN FELLOWSHIP | |||||||
| 9662 N LA CHOLLA BLVD | TUCSON | AZ | 85742 | 860585270 | 501(C)(3) | $5,886 | GENERAL USE |
| AMERICAN CANCER SOCIETY | |||||||
| 2015 W RIVER ROAD 245 | TUCSON | AZ | 85704 | 841316555 | 501(C)(3) | $11,324 | GENERAL USE |
| AMERICAN HEART ASSOCIATION INC | |||||||
| 2601 N CAMPBELL AVENUE SUITE 204 | TUCSON | AZ | 85719 | 135613797 | 501(C)(3) | $14,273 | GENERAL USE |
| AMERIND FOUNDATION INC | |||||||
| PO BOX 400 | DRAGOON | AZ | 85609 | 860122680 | 501(C)(3) | $5,000 | GENERAL USE |
| AMPHITHEATER PUBLIC SCHOOL DISTRICT | |||||||
| 701 W WETMORE ROAD | TUCSON | AZ | 85705 | 866000547 | AMPHITHEATER UNIFIED | $145,969 | GENERAL USE |
| AMERICAN NATIONAL RED CROSS SOUTHERN ARIZONA CHAPTER | |||||||
| 2916 E BROADWAY BLVD | TUCSON | AZ | 85719 | 860098908 | 501(C)(3) | $7,111 | GENERAL USE |
| AVIVA CHILDREN'S SERVICES | |||||||
| 153 S PLUMER AVENUE | TUCSON | AZ | 85719 | 860948932 | 501(C)(3) | $5,279 | GENERAL USE |
| ARIZONA GREYHOUND & ANIMAL RESCUE | |||||||
| 8987 E TANQUE VERDE ROAD 153 | TUCSON | AZ | 85749 | 860761748 | 501(C)(3) | $6,620 | GENERAL USE |
| ARIZONA THEATRE COMPANY | |||||||
| PO BOX 1631 | TUCSON | AZ | 85702 | 860211777 | 501(C)(3) | $10,550 | GENERAL USE |
| BIG BROTHERS BIG SISTERS OF SOUTHERN ARIZONA INC | |||||||
| 160 E ALAMEDA STREET | TUCSON | AZ | 85701 | 860188050 | 501(C)(3) | $11,619 | GENERAL USE |
| EASTER SEALS BLAKE FOUNDATION | |||||||
| 7750 E BROADWAY BLVD SUITE A200 | TUCSON | AZ | 85710 | 860093224 | 501(C)(3) | $672,449 | GENERAL USE |
| BOYS & GIRLS CLUBS OF TUCSON | |||||||
| PO BOX 40217 | TUCSON | AZ | 85717 | 860172257 | 501(C)(3) | $24,768 | GENERAL USE |
| CATALINA COUNCIL BOY SCOUTS OF AMERICA | |||||||
| 2250 E BROADWAY BLVD | TUCSON | AZ | 85719 | 860107516 | 501(C)(3) | $5,044 | GENERAL USE |
| BRANDY STATION FOUNDATION | |||||||
| PO BOX 165 | BRANDY STATION | VA | 22714 | 541491337 | 501(C)(3) | $20,000 | GENERAL USE |
| CASA MARIA SOUP KITCHEN | |||||||
| 401 E 26TH STREET | TUCSON | AZ | 85713 | 260560732 | 501(C)(3) | $6,885 | GENERAL USE |
| CASA DE LOS NINOS INC | |||||||
| 1120 N 5TH AVENUE | TUCSON | AZ | 85705 | 860314595 | 501(C)(3) | $1,501,809 | GENERAL USE |
| CATHOLIC COMMUNITY SERVICES OF SOUTHERN ARIZONA INC | |||||||
| 140 W SPEEDWAY BLVD 230 | TUCSON | AZ | 85705 | 860100880 | 501(C)(3) | $83,965 | GENERAL USE |
| PRESBYTERIAN CHURCH IN AMERICA | |||||||
| 2150 E ORANGE GROVE ROAD | TUCSON | AZ | 85718 | 237366967 | 501(C)(3) | $5,000 | GENERAL USE |
| CATHOLIC FOUNDATION FOR THE DIOCESE OF TUCSON | |||||||
| PO BOX 31 | TUCSON | AZ | 85702 | 860408580 | 501(C)(3) | $13,678 | GENERAL USE |
| THE CHICAGO COMMUNITY TRUST | |||||||
| 50 S LA SALLE STREET | CHICAGO | IL | 60603 | 362167000 | 501(C)(3) | $97,658 | GENERAL USE |
| CHILD & FAMILY RESOURCES INC | |||||||
| 2800 E BROADWAY BLVD | TUCSON | AZ | 85716 | 860251984 | 501(C)(3) | $779,567 | GENERAL USE |
| CHILD PARENT CENTERS INC | |||||||
| 602 E 22ND STREET | TUCSON | AZ | 85713 | 860204557 | 501(C)(3) | $30,350 | GENERAL USE |
| COMMUNITY FOOD BANK OF SOUTHERN ARIZONA | |||||||
| PO BOX 551 | TUCSON | AZ | 85702 | 510192519 | 501(C)(3) | $54,046 | GENERAL USE |
| HANDS OF HOPE TUCSON | |||||||
| PO BOX 17070 | TUCSON | AZ | 85731 | 942750922 | 501(C)(3) | $9,918 | GENERAL USE |
| DIRECT CENTER FOR INDEPENDENCE INC | |||||||
| 1001 N ALVERNON WAY SUITE 101 | TUCSON | AZ | 85711 | 860780046 | 501(C)(3) | $40,017 | GENERAL USE |
| DOCTORS WITHOUT BORDERS USA INC | |||||||
| PO BOX 5030 | HAGERSTOWN | MD | 21741 | 133433452 | 501(C)(3) | $7,020 | GENERAL USE |
| EARLY CHILDHOOD DEVELOPMENT GROUP | |||||||
| 3472 E FT LOWELL ROAD | TUCSON | AZ | 85716 | 262633177 | 501(C)(3) | $145,204 | GENERAL USE |
| EMERGE CENTER AGAINST DOMESTIC ABUSE | |||||||
| 2545 E ADAMS STREET | TUCSON | AZ | 85716 | 860312162 | 501(C)(3) | $10,908 | GENERAL USE |
| EQUIPPING PEOPLE - CHANGING LIVES INC | |||||||
| 8040 W COTTONWOOD WASH WAY | TUCSON | AZ | 85743 | 208529328 | 501(C)(3) | $5,000 | GENERAL USE |
| PIMA PAWS FOR LIFE | |||||||
| 2555 W ZINNIA AVENUE | TUCSON | AZ | 85705 | 463039870 | 501(C)(3) | $5,762 | GENERAL USE |
| FOUNDATION FOR VANCOUVER PUBLIC SCHOOLS | |||||||
| PO BOX 6039 | VANCOUVER | WA | 98668 | 910971800 | 501(C)(3) | $12,600 | GENERAL USE |
| FOUNDATION FOR POTTSTOWN EDUCATION | |||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | 222630432 | 501(C)(3) | $20,000 | GENERAL USE |
| GIRL SCOUTS OF SOUTHERN ARIZONA | |||||||
| 4300 E BROADWAY BLVD | TUCSON | AZ | 85711 | 860098917 | 501(C)(3) | $9,053 | GENERAL USE |
| GOODWILL INDUSTRIES OF SOUTHERN ARIZONA | |||||||
| 1940 E SILVERLAKE ROAD 405 | TUCSON | AZ | 85713 | 860223401 | 501(C)(3) | $150,091 | GENERAL USE |
| GOSPEL RESCUE MISSION INC | |||||||
| 707 W MIRACLE MILE ROAD | TUCSON | AZ | 85705 | 866054088 | 501(C)(3) | $27,978 | GENERAL USE |
| TUCSON HABITAT FOR HUMANITY | |||||||
| 3501 N MOUNTAIN AVENUE | TUCSON | AZ | 85719 | 942725100 | 501(C)(3) | $9,973 | GENERAL USE |
| HERMITAGE NO-KILL CAT SHELTER | |||||||
| PO BOX 13508 | TUCSON | AZ | 85732 | 860213263 | 501(C)(3) | $16,834 | GENERAL USE |
| HUMANE SOCIETY OF SOUTHERN ARIZONA | |||||||
| 635 W ROGER ROAD | TUCSON | AZ | 85705 | 860112798 | 501(C)(3) | $42,787 | GENERAL USE |
| INTERFAITH COMMUNITY SERVICES | |||||||
| 2820 W INA ROAD | TUCSON | AZ | 85741 | 860520997 | 501(C)(3) | $62,202 | GENERAL USE |
| LAW ENFORCEMENT UNITED INC | |||||||
| 1826 ROKEBY AVENUE | CHESAPEAKE | VA | 23320 | 270743821 | 501(C)(3) | $15,000 | GENERAL USE |
| LIFE AFTER HATE | |||||||
| 917 W WASHINGTON BLVD SUITE 212 | CHICAGO | IL | 60607 | 453039640 | 501(C)(3) | $5,000 | GENERAL USE |
| LITERACY CONNECTS | |||||||
| 200 E YAVAPAI ROAD | TUCSON | AZ | 85705 | 237047508 | 501(C)(3) | $55,262 | GENERAL USE |
| LONG GROVE HISTORICAL SOCIETY | |||||||
| 4436 HEARTHMOOR COURT | LONG GROVE | IL | 60047 | 237392978 | 501(C)(3) | $25,000 | GENERAL USE |
| LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST | |||||||
| 6303 E TANQUE VERDE ROAD 101 | TUCSON | AZ | 85715 | 860252302 | 501(C)(3) | $10,000 | GENERAL USE |
| MAKE WAY FOR BOOKS | |||||||
| 700 N STONE AVENUE | TUCSON | AZ | 85705 | 311583036 | 501(C)(3) | $140,835 | GENERAL USE |
| MAKE A WISH FOUNDATION OF ARIZONA INC | |||||||
| 2901 N 78TH STREET | SCOTTSDALE | AZ | 85251 | 860409636 | 501(C)(3) | $5,988 | GENERAL USE |
| MARANA UNIFIED SCHOOL DISTRICT | |||||||
| 11279 W GRIER ROAD 115-A | MARANA | AZ | 85653 | 866053462 | MARANA USD | $91,938 | GENERAL USE |
| USA NORTHEAST PROVINCE OF THE SOCIETY OF JESUS | |||||||
| 39 E 83RD STREET | NEW YORK | NY | 10028 | 472184310 | 501(C)(3) | $5,000 | GENERAL USE |
| OFFICE OF THE PIMA COUNTY SCHOOL SUPERINTENDENT | |||||||
| 200 N STONE AVENUE | TUCSON | AZ | 85701 | 866000545 | PIMA COUNTY SUPERINT | $35,765 | GENERAL USE |
| OUR FAMILY SERVICES INC | |||||||
| 2590 N ALVERNON WAY | TUCSON | AZ | 85712 | 942598560 | 501(C)(3) | $89,537 | GENERAL USE |
| PARENT AID CHILD ABUSE PREVENTION CENTER INC | |||||||
| 2580 E 22ND STREET | TUCSON | AZ | 85713 | 742591577 | 501(C)(3) | $15,696 | GENERAL USE |
| PIMA COUNCIL ON AGING INC | |||||||
| 8467 E BROADWAY BLVD | TUCSON | AZ | 85710 | 860251768 | 501(C)(3) | $171,727 | GENERAL USE |
| PIMA COUNTY ANIMAL CARE CENTER | |||||||
| 4000 N SILVERBELL ROAD | TUCSON | AZ | 85745 | 866000543 | PIMA COUNTY | $30,667 | GENERAL USE |
| PIMA COMMUNITY COLLEGE FOUNDATION INC | |||||||
| 4905-C E BROADWAY BLVD | TUCSON | AZ | 85709 | 860345089 | 501(C)(3) | $6,362 | GENERAL USE |
| PIO DECIMO CENTER | |||||||
| 848 S 7TH AVENUE | TUCSON | AZ | 85701 | 530196617 | 501(C)(3) | $60,471 | GENERAL USE |
| PLANNED PARENTHOOD OF ARIZONA INC | |||||||
| 4751 N 15TH STREET | PHOENIX | AZ | 85014 | 860146520 | 501(C)(3) | $24,974 | GENERAL USE |
| POTTSTOWN REGIONAL PUBLIC LIBRARY | |||||||
| 500 HIGH STREET | POTTSTOWN | PA | 19464 | 230985220 | 501(C)(3) | $10,000 | GENERAL USE |
| THE PRIMAVERA FOUNDATION INC | |||||||
| 151 W 40TH STREET | TUCSON | AZ | 85711 | 860733182 | 501(C)(3) | $31,644 | GENERAL USE |
| SOUTHERN ARIZONA AIDS FOUNDATION | |||||||
| 375 S EUCLID AVENUE | TUCSON | AZ | 85719 | 860864100 | 501(C)(3) | $6,036 | GENERAL USE |
| SOUTHERN ARIZONA ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN | |||||||
| PO BOX 68475 | ORO VALLEY | AZ | 85737 | 237095345 | 501(C)(3) | $85,000 | GENERAL USE |
| SAHUARITA UNIFIED SCHOOL DISTRICT #30 | |||||||
| 350 W SAHUARITA ROAD | SAHUARITA | AZ | 85629 | 432007205 | SAHUARITA USD 30 | $8,061 | GENERAL USE |
| SALPOINTE CATHOLIC HIGH SCHOOL | |||||||
| 1545 E COPPER STREET | TUCSON | AZ | 85719 | 860705131 | 501(C)(3) | $6,554 | GENERAL USE |
| SAN MIGUEL CORPORATE INTERNSHIP | |||||||
| 6601 S SAN FERNANDO ROAD | TUCSON | AZ | 85756 | 770649648 | 501(C)(3) | $11,500 | GENERAL USE |
| SAVING ANIMALS FROM EUTHANASIA | |||||||
| 3661 N CAMPBELL AVENUE PMB 220 | TUCSON | AZ | 85719 | 010662899 | 501(C)(3) | $6,255 | GENERAL USE |
| DIAPER BANK OF SOUTHERN ARIZONA | |||||||
| 1050 S PLUMER AVENUE | TUCSON | AZ | 85719 | 431990345 | 501(C)(3) | $5,300 | GENERAL USE |
| SOCIETY FOR SCIENCE & THE PUBLIC | |||||||
| 1719 N STREET NW | WASHINGTON | DC | 20036 | 530196483 | 501(C)(3) | $25,000 | GENERAL USE |
| ST ELIZABETH'S HEALTH CENTER INC | |||||||
| 140 W SPEEDWAY BLVD 100 | TUCSON | AZ | 85705 | 464151173 | 501(C)(3) | $5,724 | GENERAL USE |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | 620646012 | 501(C)(3) | $5,603 | GENERAL USE |
| ST LUKES IN THE DESERT INC | |||||||
| 615 E ADAMS STREET | TUCSON | AZ | 85705 | 860098924 | 501(C)(3) | $5,097 | GENERAL USE |
| SOCIETY OF ST VINCENT DE PAUL TUCSON DIOCESAN COUNCIL | |||||||
| 829 S 6TH AVENUE | TUCSON | AZ | 85701 | 860104418 | 501(C)(3) | $9,357 | GENERAL USE |
| ST ANDREWS PRESBYTERIAN CHURCH | |||||||
| 7650 N PASEO DEL NORTE | TUCSON | AZ | 85704 | 860364537 | 501(C)(3) | $8,000 | GENERAL USE |
| SUNNYSIDE UNIFIED SCHOOL DISTRICT | |||||||
| 2238 E GINTER ROAD | TUCSON | AZ | 85706 | 866000792 | SUNNYSIDE USD | $505,966 | GENERAL USE |
| TEEN OUTREACH ACADEMY | |||||||
| PO BOX 5966 | TUCSON | AZ | 85703 | 860869349 | 501(C)(3) | $7,356 | GENERAL USE |
| TUCSON MEDICAL CENTER FOUNDATION | |||||||
| 5301 E GRANT ROAD PATIO BLDG | TUCSON | AZ | 85712 | 860504015 | 501(C)(3) | $6,026 | GENERAL USE |
| TOHONO O'ODHAM COMMUNITY COLLEGE | |||||||
| PO BOX 3129 | SELLS | AZ | 85634 | 860931108 | 501(C)(3) | $84,050 | GENERAL USE |
| TUCSON MUSEUM OF ART AND HISTORIC BLOCK | |||||||
| 140 N MAIN AVENUE | TUCSON | AZ | 85701 | 866006371 | 501(C)(3) | $7,500 | GENERAL USE |
| TUCSON SYMPHONY SOCIETY | |||||||
| 2175 N 6TH AVENUE | TUCSON | AZ | 85705 | 860107538 | 501(C)(3) | $17,500 | GENERAL USE |
| TUCSON FIREFIGHTERS BENEVOLENT ASSOCIATION INC | |||||||
| 2264 E BENSON HIGHWAY | TUCSON | AZ | 85714 | 810550959 | 501(C)(3) | $5,358 | GENERAL USE |
| TUCSON URBAN LEAGUE INC | |||||||
| 2305 S PARK AVENUE | TUCSON | AZ | 85713 | 237063141 | 501(C)(3) | $9,972 | GENERAL USE |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||
| PO BOX 210109 | TUCSON | AZ | 85721 | 866050388 | 501(C)(3) | $86,078 | GENERAL USE |
| UNIVERSITY OF ARIZONA COOPERATIVE EXTENSION | |||||||
| PO BOX 210109 | TUCSON | AZ | 85719 | 866050388 | STATE OF ARIZONA | $39,823 | GENERAL USE |
| UNIVERSITY OF ARIZONA | |||||||
| PO BOX 210109 | TUCSON | AZ | 85719 | 866050388 | STATE OF ARIZONA | $45,675 | GENERAL USE |
| UNITED WAY OF NORTHERN ARIZONA | |||||||
| 1515 E CEDAR AVENUE SUITE D-1 | FLAGSTAFF | AZ | 86004 | 860211666 | 501(C)(3) | $31,693 | GENERAL USE |
| VAIL UNIFIED SCHOOL DISTRICT | |||||||
| PO BOX 800 | VAIL | AZ | 85641 | 860617696 | VAIL USD | $48,360 | GENERAL USE |
| VERITAS ACADEMY OF TUCSON | |||||||
| PO BOX 35263 | TUCSON | AZ | 85740 | 262546349 | 501(C)(3) | $10,000 | GENERAL USE |
| YMCA OF SOUTHERN ARIZONA | |||||||
| PO BOX 1111 | TUCSON | AZ | 85702 | 860101237 | 501(C)(3) | $8,001 | GENERAL USE |
| YOUTH ON THEIR OWN | |||||||
| 1660 N ALVERNON WAY | TUCSON | AZ | 85712 | 860644388 | 501(C)(3) | $23,193 | GENERAL USE |
| YWCA OF SOUTHERN ARIZONA | |||||||
| 525 N BONITA AVENUE | TUCSON | AZ | 85745 | 860098937 | 501(C)(3) | $13,080 | GENERAL USE |
| INTEGRATIVE TOUCH FOR KIDS | |||||||
| 8340 N THORNYDALE 100-153 | TUCSON | AZ | 85741 | 743145036 | 501(C)(3) | $23,000 | GENERAL USE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 82 | Total501c3OrgCnt |
| Total Other Org | 7 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EMERGENCY ASSISTANCE | GrantTypeTxt |
| Recipient | 25 | RecipientCnt |
| Cash Grant | $15,013 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TONY PENN | ||||||||||||||
| PRESIDENT & CEO | $228,595 | $0 | $29,167 | $0 | $0 | $0 | $22,857 | $0 | $14,127 | $0 | $294,746 | $0 | $0 | $0 |
| LAVONNE DOUVILLE | ||||||||||||||
| SR. VICE PRESIDENT | $131,351 | $0 | $15,000 | $0 | $0 | $0 | $4,311 | $0 | $492 | $0 | $151,154 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | TONY PENN, PRESIDENT & CEO, PARTICIPATES IN A SUPPLEMENTAL DEFERRED COMPENSATION PLAN. COMPENSATION FOR THE YEAR WAS $16,350. |
| PART I, LINE 7 | THE SR. VICE-PRESIDENT IS ENTITLED TO RECEIVE PERFORMANCE BASED INCENTIVE COMPENSATION BASED ON THE ACCOMPLISHMENT OF MEASURABLE PERFORMANCE STANDARDS AS ESTABLISHED BY THE PRESIDENT/CEO. |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2,504 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $46,369 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 19454 | ContributionCnt |
| Noncash Contributions Rpt F990 | $30,543 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | $1.57 PER LB | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | HYGIENE BOXES | 15388 | $94,636 | $6.15 PER LB |
| Yes (X) | CREDIT FOR BOOKS | 1 | $15,000 | FMV |
| Yes (X) | PROMOTIONAL INSERTS | 1 | $3,000 | FMV |
| Yes (X) | BACKPACKS | 2500 | $1,680 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | THE ORGANIZATION REPORTED THE POUNDS WITH RESPECT TO FOOD AND HYGIENE ITEMS DONATED. THE NUMBER OF DONATIONS IS REPORTED FOR ALL OTHER ITEMS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 REPORT 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. |
| FORM 990, PART VI, SECTION C, LINE 19 | FORM 990, AUDIT REPORTS AND OTHER DOCUMENTS ARE POSTED ON OUR WEBSITE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY CAPITAL CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 86750 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85754 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860984771 | EIN |
| Primary Activities | LEASE FACILITIES TO NONPROFITS AT BELOW MARKET RATES | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12A, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF TUCSON AND SOUTHERN ARIZONA | 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 | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNITED WAY CAPITAL CORPORATION | ||
| C | $250,000 | CASH RECEIVED |
| UNITED WAY CAPITAL CORPORATION | ||
| K | $255,829 | CASH PAID |
| UNITED WAY CAPITAL CORPORATION | ||
| K | $127,750 | FMV IN EXCESS OF CASH PAID |
| UNITED WAY CAPITAL CORPORATION | ||
| Q | $15,000 | CASH RECEIVED |