2020-03-30T12:14:12-05:00 2019-06-30 860683059 BEACHFLEISCHMAN PC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2018-07-01 860098932 UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC UNIT 5209039000 330 N COMMERCE PARK LOOP NO 200 TUCSON AZ 85745 TONY PENN PRESIDENT & CEO 5209039000 2020-03-27 1 MONICA A VERA CPA P01456278 5203214600 2020-03-27 64.128.200.66 2020-03-27 08:55:33 US P 100786DC4CA6AC734CEB2D953EA696EF9CD62243 30E46978D2C59AA32200D71C98AB2CF713052E80 2018 2020-09-23 17:36:50Z TONY PENN 330 N COMMERCE PARK LOOP NO 200 TUCSON AZ 85745 14069435 0 X UNITEDWAYTUCSON.ORG X 1942 AZ BUILDING A THRIVING COMMUNITY BY UNITING PEOPLE, IDEAS AND RESOURCES. 28 28 65 5397 0 0 11820491 12333588 128332 126404 153771 181714 -14819 -24204 12087775 12617502 6774225 6680061 0 0 2954685 3605333 0 0 1175942 1897048 2062131 11625958 12347525 461817 269977 12328916 12397851 2210246 1901072 10118670 10496779 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 9412081 5836725 126404 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 843336 843336 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. 10255417 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 45 0 1 65 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X GEORGE SCHLECHT CPA 5209039000 330 N COMMERCE PARK LOOP NO 200 TUCSON AZ 85745 LILLIAN BRANTLEY-THOMPSON DIRECTOR 1.00 X 0 0 0 COLLETTE BROWN 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 LINDA DRAKE 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 FRANK GRIJALVA DIRECTOR 1.00 X 0 0 0 ERNEST JONES DIRECTOR 1.00 X 0 0 0 LEE LAMBERT DIRECTOR 1.00 X 0 0 0 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 ROBERT RAMIREZ DIRECTOR 1.00 X 0 0 0 ALLEN REID DIRECTOR 1.00 X 0 0 0 CATHERINE RIES DIRECTOR 1.00 X 0 0 0 ROBERT ROBBINS DIRECTOR 1.00 X 0 0 0 ADRIANA KONG ROMERO 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 MICHELLE TRINDADE DIRECTOR 1.00 X 0 0 0 HEATH VESCOVI-CHIORDI DIRECTOR 1.00 X 0 0 0 TEA WILLIAMS DIRECTOR 1.00 X 0 0 0 GEORGE KENNEDY SECRETARY 2.00 X X 0 0 0 ADDIE LIENING TREASURER 2.00 X X 0 0 0 JENNIFER PHILLIPS TREASURER 1.00 X X 0 0 0 JOEL ROHLIK CHAIR 2.00 X X 0 0 0 EDMUND MARQUEZ VICE CHAIR 2.00 X X 0 0 0 TONY PENN PRESIDENT & CEO 40.00 X 257762 0 36984 CLAY BACON CFO 40.00 X 106786 0 8037 LAVONNE DOUVILLE SR. VICE PRESIDENT 40.00 X 146351 0 4803 510899 0 49824 3 0 1 0 0 64979 250000 6120822 5897787 193732 12333588 SERVICE FEE INCOME 900099 121486 121486 PROGRAM FEES 900099 3181 3181 MISCELLANEOUS INCOME 900099 1737 1737 126404 196063 196063 1398170 1403975 8544 -5805 -8544 -14349 -14349 15210 64979 39414 -24204 -24204 12617502 126404 0 157510 6665048 6665048 15013 15013 423754 241209 70786 111759 2564500 1459764 428385 676351 89764 50961 17291 21512 319303 181530 59835 77938 208012 120855 34678 52479 35066 35066 34621 34621 574352 497147 41542 35663 80812 56446 7173 17193 278651 181009 34204 63438 166316 115165 22207 28944 286213 211948 27325 46940 121135 108609 5861 6665 136724 116107 20197 420 5136 5136 117891 70015 17422 30454 26631 26631 13749 407 13342 IN KIND EXPENSES 147363 147363 DUES AND SUBSCRIPTIONS 37471 16821 14464 6186 12347525 10255417 916166 1175942 832027 1964503 1785367 983128 3868098 3489004 84322 207984 53685 76622 233818 212295 56697 21523 5476282 5474308 43771 128667 180779 12328916 12397851 610602 681904 594978 482106 922355 661295 82311 75767 2210246 1901072 X 5456598 5529468 3048508 3279757 1613564 1687554 10118670 10496779 12328916 12397851 269977 108132 0 X 0 1 X 1 0 X 15761477 12478448 12949273 11820491 12333588 65343277 15761477 12478448 12949273 11820491 12333588 65343277 65343277 70959 111808 77154 147120 196063 603104 65946381 1347422 0.99090 0.99240 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 12347525 12347525 767376 191844 0 0 771773 780774 731298 767376 3051221 4576832 0 0 0 192943 195194 182824 191844 762805 1144208 0 0 0 42 405025 802460 1127319 1 1 0 1 X 1823612 60100 78841 74644 13992 1873917 1826963 83238 73544 13045 1823612 1803543 103809 65831 14558 1826963 1833395 2301 48308 65766 14695 1803543 1881169 37043 70369 14448 1833395 0.00000 0.90000 0.10000 0 0 682 682 0 87439 81267 6172 145697 130346 15351 21523 ANNUITY PAYMENT OBLIGATIONS 75767 75767 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. 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. BUSINESS BREAKFAST 80189 64979 15210 11010 17160 11244 80189 64979 15210 11010 17160 11244 39414 -24204 1 ALIVE CHRISTIAN FELLOWSHIP 9662 N LA CHOLLA BLVD TUCSON AZ 85742 860585270 501(C)(3) 5886 GENERAL USE AMERICAN CANCER SOCIETY 2015 W RIVER ROAD 245 TUCSON AZ 85704 841316555 501(C)(3) 11324 GENERAL USE AMERICAN HEART ASSOCIATION INC 2601 N CAMPBELL AVENUE SUITE 204 TUCSON AZ 85719 135613797 501(C)(3) 14273 GENERAL USE AMERIND FOUNDATION INC PO BOX 400 DRAGOON AZ 85609 860122680 501(C)(3) 5000 GENERAL USE AMPHITHEATER PUBLIC SCHOOL DISTRICT 701 W WETMORE ROAD TUCSON AZ 85705 866000547 AMPHITHEATER UNIFIED 145969 GENERAL USE AMERICAN NATIONAL RED CROSS SOUTHERN ARIZONA CHAPTER 2916 E BROADWAY BLVD TUCSON AZ 85719 860098908 501(C)(3) 7111 GENERAL USE AVIVA CHILDREN'S SERVICES 153 S PLUMER AVENUE TUCSON AZ 85719 860948932 501(C)(3) 5279 GENERAL USE ARIZONA GREYHOUND & ANIMAL RESCUE 8987 E TANQUE VERDE ROAD 153 TUCSON AZ 85749 860761748 501(C)(3) 6620 GENERAL USE ARIZONA THEATRE COMPANY PO BOX 1631 TUCSON AZ 85702 860211777 501(C)(3) 10550 GENERAL USE BIG BROTHERS BIG SISTERS OF SOUTHERN ARIZONA INC 160 E ALAMEDA STREET TUCSON AZ 85701 860188050 501(C)(3) 11619 GENERAL USE EASTER SEALS BLAKE FOUNDATION 7750 E BROADWAY BLVD SUITE A200 TUCSON AZ 85710 860093224 501(C)(3) 672449 GENERAL USE BOYS & GIRLS CLUBS OF TUCSON PO BOX 40217 TUCSON AZ 85717 860172257 501(C)(3) 24768 GENERAL USE CATALINA COUNCIL BOY SCOUTS OF AMERICA 2250 E BROADWAY BLVD TUCSON AZ 85719 860107516 501(C)(3) 5044 GENERAL USE BRANDY STATION FOUNDATION PO BOX 165 BRANDY STATION VA 22714 541491337 501(C)(3) 20000 GENERAL USE CASA MARIA SOUP KITCHEN 401 E 26TH STREET TUCSON AZ 85713 260560732 501(C)(3) 6885 GENERAL USE CASA DE LOS NINOS INC 1120 N 5TH AVENUE TUCSON AZ 85705 860314595 501(C)(3) 1501809 GENERAL USE CATHOLIC COMMUNITY SERVICES OF SOUTHERN ARIZONA INC 140 W SPEEDWAY BLVD 230 TUCSON AZ 85705 860100880 501(C)(3) 83965 GENERAL USE PRESBYTERIAN CHURCH IN AMERICA 2150 E ORANGE GROVE ROAD TUCSON AZ 85718 237366967 501(C)(3) 5000 GENERAL USE CATHOLIC FOUNDATION FOR THE DIOCESE OF TUCSON PO BOX 31 TUCSON AZ 85702 860408580 501(C)(3) 13678 GENERAL USE THE CHICAGO COMMUNITY TRUST 50 S LA SALLE STREET CHICAGO IL 60603 362167000 501(C)(3) 97658 GENERAL USE CHILD & FAMILY RESOURCES INC 2800 E BROADWAY BLVD TUCSON AZ 85716 860251984 501(C)(3) 779567 GENERAL USE CHILD PARENT CENTERS INC 602 E 22ND STREET TUCSON AZ 85713 860204557 501(C)(3) 30350 GENERAL USE COMMUNITY FOOD BANK OF SOUTHERN ARIZONA PO BOX 551 TUCSON AZ 85702 510192519 501(C)(3) 54046 GENERAL USE HANDS OF HOPE TUCSON PO BOX 17070 TUCSON AZ 85731 942750922 501(C)(3) 9918 GENERAL USE DIRECT CENTER FOR INDEPENDENCE INC 1001 N ALVERNON WAY SUITE 101 TUCSON AZ 85711 860780046 501(C)(3) 40017 GENERAL USE DOCTORS WITHOUT BORDERS USA INC PO BOX 5030 HAGERSTOWN MD 21741 133433452 501(C)(3) 7020 GENERAL USE EARLY CHILDHOOD DEVELOPMENT GROUP 3472 E FT LOWELL ROAD TUCSON AZ 85716 262633177 501(C)(3) 145204 GENERAL USE EMERGE CENTER AGAINST DOMESTIC ABUSE 2545 E ADAMS STREET TUCSON AZ 85716 860312162 501(C)(3) 10908 GENERAL USE EQUIPPING PEOPLE - CHANGING LIVES INC 8040 W COTTONWOOD WASH WAY TUCSON AZ 85743 208529328 501(C)(3) 5000 GENERAL USE PIMA PAWS FOR LIFE 2555 W ZINNIA AVENUE TUCSON AZ 85705 463039870 501(C)(3) 5762 GENERAL USE FOUNDATION FOR VANCOUVER PUBLIC SCHOOLS PO BOX 6039 VANCOUVER WA 98668 910971800 501(C)(3) 12600 GENERAL USE FOUNDATION FOR POTTSTOWN EDUCATION 230 BEECH STREET POTTSTOWN PA 19464 222630432 501(C)(3) 20000 GENERAL USE GIRL SCOUTS OF SOUTHERN ARIZONA 4300 E BROADWAY BLVD TUCSON AZ 85711 860098917 501(C)(3) 9053 GENERAL USE GOODWILL INDUSTRIES OF SOUTHERN ARIZONA 1940 E SILVERLAKE ROAD 405 TUCSON AZ 85713 860223401 501(C)(3) 150091 GENERAL USE GOSPEL RESCUE MISSION INC 707 W MIRACLE MILE ROAD TUCSON AZ 85705 866054088 501(C)(3) 27978 GENERAL USE TUCSON HABITAT FOR HUMANITY 3501 N MOUNTAIN AVENUE TUCSON AZ 85719 942725100 501(C)(3) 9973 GENERAL USE HERMITAGE NO-KILL CAT SHELTER PO BOX 13508 TUCSON AZ 85732 860213263 501(C)(3) 16834 GENERAL USE HUMANE SOCIETY OF SOUTHERN ARIZONA 635 W ROGER ROAD TUCSON AZ 85705 860112798 501(C)(3) 42787 GENERAL USE INTERFAITH COMMUNITY SERVICES 2820 W INA ROAD TUCSON AZ 85741 860520997 501(C)(3) 62202 GENERAL USE LAW ENFORCEMENT UNITED INC 1826 ROKEBY AVENUE CHESAPEAKE VA 23320 270743821 501(C)(3) 15000 GENERAL USE LIFE AFTER HATE 917 W WASHINGTON BLVD SUITE 212 CHICAGO IL 60607 453039640 501(C)(3) 5000 GENERAL USE LITERACY CONNECTS 200 E YAVAPAI ROAD TUCSON AZ 85705 237047508 501(C)(3) 55262 GENERAL USE LONG GROVE HISTORICAL SOCIETY 4436 HEARTHMOOR COURT LONG GROVE IL 60047 237392978 501(C)(3) 25000 GENERAL USE LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST 6303 E TANQUE VERDE ROAD 101 TUCSON AZ 85715 860252302 501(C)(3) 10000 GENERAL USE MAKE WAY FOR BOOKS 700 N STONE AVENUE TUCSON AZ 85705 311583036 501(C)(3) 140835 GENERAL USE MAKE A WISH FOUNDATION OF ARIZONA INC 2901 N 78TH STREET SCOTTSDALE AZ 85251 860409636 501(C)(3) 5988 GENERAL USE MARANA UNIFIED SCHOOL DISTRICT 11279 W GRIER ROAD 115-A MARANA AZ 85653 866053462 MARANA USD 91938 GENERAL USE USA NORTHEAST PROVINCE OF THE SOCIETY OF JESUS 39 E 83RD STREET NEW YORK NY 10028 472184310 501(C)(3) 5000 GENERAL USE OFFICE OF THE PIMA COUNTY SCHOOL SUPERINTENDENT 200 N STONE AVENUE TUCSON AZ 85701 866000545 PIMA COUNTY SUPERINT 35765 GENERAL USE OUR FAMILY SERVICES INC 2590 N ALVERNON WAY TUCSON AZ 85712 942598560 501(C)(3) 89537 GENERAL USE PARENT AID CHILD ABUSE PREVENTION CENTER INC 2580 E 22ND STREET TUCSON AZ 85713 742591577 501(C)(3) 15696 GENERAL USE PIMA COUNCIL ON AGING INC 8467 E BROADWAY BLVD TUCSON AZ 85710 860251768 501(C)(3) 171727 GENERAL USE PIMA COUNTY ANIMAL CARE CENTER 4000 N SILVERBELL ROAD TUCSON AZ 85745 866000543 PIMA COUNTY 30667 GENERAL USE PIMA COMMUNITY COLLEGE FOUNDATION INC 4905-C E BROADWAY BLVD TUCSON AZ 85709 860345089 501(C)(3) 6362 GENERAL USE PIO DECIMO CENTER 848 S 7TH AVENUE TUCSON AZ 85701 530196617 501(C)(3) 60471 GENERAL USE PLANNED PARENTHOOD OF ARIZONA INC 4751 N 15TH STREET PHOENIX AZ 85014 860146520 501(C)(3) 24974 GENERAL USE POTTSTOWN REGIONAL PUBLIC LIBRARY 500 HIGH STREET POTTSTOWN PA 19464 230985220 501(C)(3) 10000 GENERAL USE THE PRIMAVERA FOUNDATION INC 151 W 40TH STREET TUCSON AZ 85711 860733182 501(C)(3) 31644 GENERAL USE SOUTHERN ARIZONA AIDS FOUNDATION 375 S EUCLID AVENUE TUCSON AZ 85719 860864100 501(C)(3) 6036 GENERAL USE SOUTHERN ARIZONA ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN PO BOX 68475 ORO VALLEY AZ 85737 237095345 501(C)(3) 85000 GENERAL USE SAHUARITA UNIFIED SCHOOL DISTRICT #30 350 W SAHUARITA ROAD SAHUARITA AZ 85629 432007205 SAHUARITA USD 30 8061 GENERAL USE SALPOINTE CATHOLIC HIGH SCHOOL 1545 E COPPER STREET TUCSON AZ 85719 860705131 501(C)(3) 6554 GENERAL USE SAN MIGUEL CORPORATE INTERNSHIP 6601 S SAN FERNANDO ROAD TUCSON AZ 85756 770649648 501(C)(3) 11500 GENERAL USE SAVING ANIMALS FROM EUTHANASIA 3661 N CAMPBELL AVENUE PMB 220 TUCSON AZ 85719 010662899 501(C)(3) 6255 GENERAL USE DIAPER BANK OF SOUTHERN ARIZONA 1050 S PLUMER AVENUE TUCSON AZ 85719 431990345 501(C)(3) 5300 GENERAL USE SOCIETY FOR SCIENCE & THE PUBLIC 1719 N STREET NW WASHINGTON DC 20036 530196483 501(C)(3) 25000 GENERAL USE ST ELIZABETH'S HEALTH CENTER INC 140 W SPEEDWAY BLVD 100 TUCSON AZ 85705 464151173 501(C)(3) 5724 GENERAL USE ST JUDE CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 5603 GENERAL USE ST LUKES IN THE DESERT INC 615 E ADAMS STREET TUCSON AZ 85705 860098924 501(C)(3) 5097 GENERAL USE SOCIETY OF ST VINCENT DE PAUL TUCSON DIOCESAN COUNCIL 829 S 6TH AVENUE TUCSON AZ 85701 860104418 501(C)(3) 9357 GENERAL USE ST ANDREWS PRESBYTERIAN CHURCH 7650 N PASEO DEL NORTE TUCSON AZ 85704 860364537 501(C)(3) 8000 GENERAL USE SUNNYSIDE UNIFIED SCHOOL DISTRICT 2238 E GINTER ROAD TUCSON AZ 85706 866000792 SUNNYSIDE USD 505966 GENERAL USE TEEN OUTREACH ACADEMY PO BOX 5966 TUCSON AZ 85703 860869349 501(C)(3) 7356 GENERAL USE TUCSON MEDICAL CENTER FOUNDATION 5301 E GRANT ROAD PATIO BLDG TUCSON AZ 85712 860504015 501(C)(3) 6026 GENERAL USE TOHONO O'ODHAM COMMUNITY COLLEGE PO BOX 3129 SELLS AZ 85634 860931108 501(C)(3) 84050 GENERAL USE TUCSON MUSEUM OF ART AND HISTORIC BLOCK 140 N MAIN AVENUE TUCSON AZ 85701 866006371 501(C)(3) 7500 GENERAL USE TUCSON SYMPHONY SOCIETY 2175 N 6TH AVENUE TUCSON AZ 85705 860107538 501(C)(3) 17500 GENERAL USE TUCSON FIREFIGHTERS BENEVOLENT ASSOCIATION INC 2264 E BENSON HIGHWAY TUCSON AZ 85714 810550959 501(C)(3) 5358 GENERAL USE TUCSON URBAN LEAGUE INC 2305 S PARK AVENUE TUCSON AZ 85713 237063141 501(C)(3) 9972 GENERAL USE UNIVERSITY OF ARIZONA FOUNDATION PO BOX 210109 TUCSON AZ 85721 866050388 501(C)(3) 86078 GENERAL USE UNIVERSITY OF ARIZONA COOPERATIVE EXTENSION PO BOX 210109 TUCSON AZ 85719 866050388 STATE OF ARIZONA 39823 GENERAL USE UNIVERSITY OF ARIZONA PO BOX 210109 TUCSON AZ 85719 866050388 STATE OF ARIZONA 45675 GENERAL USE UNITED WAY OF NORTHERN ARIZONA 1515 E CEDAR AVENUE SUITE D-1 FLAGSTAFF AZ 86004 860211666 501(C)(3) 31693 GENERAL USE VAIL UNIFIED SCHOOL DISTRICT PO BOX 800 VAIL AZ 85641 860617696 VAIL USD 48360 GENERAL USE VERITAS ACADEMY OF TUCSON PO BOX 35263 TUCSON AZ 85740 262546349 501(C)(3) 10000 GENERAL USE YMCA OF SOUTHERN ARIZONA PO BOX 1111 TUCSON AZ 85702 860101237 501(C)(3) 8001 GENERAL USE YOUTH ON THEIR OWN 1660 N ALVERNON WAY TUCSON AZ 85712 860644388 501(C)(3) 23193 GENERAL USE YWCA OF SOUTHERN ARIZONA 525 N BONITA AVENUE TUCSON AZ 85745 860098937 501(C)(3) 13080 GENERAL USE INTEGRATIVE TOUCH FOR KIDS 8340 N THORNYDALE 100-153 TUCSON AZ 85741 743145036 501(C)(3) 23000 GENERAL USE 82 7 EMERGENCY ASSISTANCE 25 15013 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 228595 0 29167 0 0 0 22857 0 14127 0 294746 0 0 0 LAVONNE DOUVILLE SR. VICE PRESIDENT 131351 0 15000 0 0 0 4311 0 492 0 151154 0 0 0 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. X 2504 FMV X 7 46369 NYSE X 19454 30543 $1.57 PER LB X HYGIENE BOXES 15388 94636 $6.15 PER LB X CREDIT FOR BOOKS 1 15000 FMV X PROMOTIONAL INSERTS 1 3000 FMV X BACKPACKS 2500 1680 FMV 0 1 0 PART I, COLUMN (B): THE ORGANIZATION REPORTED THE POUNDS WITH RESPECT TO FOOD AND HYGIENE ITEMS DONATED. THE NUMBER OF DONATIONS IS REPORTED FOR ALL OTHER ITEMS. 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. UNITED WAY CAPITAL CORPORATION PO BOX 86750 TUCSON AZ 85754 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 250000 CASH RECEIVED UNITED WAY CAPITAL CORPORATION K 255829 CASH PAID UNITED WAY CAPITAL CORPORATION K 127750 FMV IN EXCESS OF CASH PAID UNITED WAY CAPITAL CORPORATION Q 15000 CASH RECEIVED