2020-07-15T16:34:30-05:00 2019-06-30 410746749 CLIFTONLARSONALLEN LLP 20 EAST THOMAS ROAD SUITE 2300 PHOENIX AZ 85012 990 2018-07-01 860198599 MESA UNITED WAY INC MESA 4808342109 137 EAST UNIVERSITY DRIVE MESA AZ 852015929 MARK YOUNG PRESIDENT & CEO 4808342109 2020-07-15 1 JACQUELINE ECKMAN P01300648 6022662248 2020-07-14 67.137.57.251 2020-07-15 11:26:17 MS P 2E0D7D06F106C8D332254A4512B5BBA3400C4AD7 CE47648EE40F26390E3A92883D8228D026D9AAFB 2018 2020-09-23 17:36:50Z MARK YOUNG 137 EAST UNIVERSITY DRIVE MESA AZ 852015929 7201938 0 X WWW.MESAUNITEDWAY.ORG X 1966 AZ UNITING COMMUNITY. INSPIRING DONORS. IMPROVING LIVES. 36 36 128 450 0 0 3823941 4211474 0 0 124043 355505 -4566 -6473 3943418 4560506 2158535 2541249 0 0 776522 1071038 0 0 189742 858303 835818 3793360 4448105 150058 112401 4838329 4839718 1245212 1438966 3593117 3400752 X UNITING COMMUNITY. INSPIRING DONORS. IMPROVING LIVES. 0 0 2121286 2043226 AGENCY ALLOCATIONS - SEE SCHEDULE O. 429375 274769 THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM - SEE SCHEDULE O. 387097 60489 COMMUNITY IMPACT - SEE SCHEDULE O. 356330 AMERICORPS "MESA UNITED AGAINST HOMELESSNESS": AMERICORPS IS OFTEN REFERRED TO AS THE DOMESTIC PEACE CORPS. MESA UNITED WAY HAS TEAMED UP WITH AMERICORPS, A FEDERAL PROGRAM THAT ENCOURAGES NATIONAL AND COMMUNITY SERVICE WHILE PROVIDING VALUABLE JOB TRAINING. MESA UNITED AGAINST HOMELESSNESS PLACES MESA RESIDENTS, MOST OF WHOM ARE OVER 55 YEARS OF AGE, AS DIRECT SERVICE DELIVERY PROFESSIONALS WITHIN NONPROFIT AGENCIES THAT PROVIDE SERVICES TO THE NEEDY IN OUR COMMUNITY. ALL POSITIONS ARE PART TIME. DURING THIS PAST YEAR, 47 MESA UNITED AGAINST HOMELESSNESS MEMBERS SERVED OVER 31,800 HOURS AT 12 SEPARATE PROGRAMS OPERATED BY ELEVEN DIFFERENT NONPROFIT AGENCIES WITHIN MESA. THIS PROGRAM HAS BEEN RENEWED FOR A TENTH YEAR AND WITH 51 MEMBERS SERVING MEMBERS OF THE COMMUNITY. 290441 124845 MESA VETERANS RESOURCE CENTER "VETERANS BRIDGE TO EMPLOYMENT":A RECENT INITIATIVE OF MESA UNITED WAY, MESA VETERANS RESOURCE CENTER (MVRC) PROVIDES A CENTRALIZED LOCATION IN MESA OFFERING COMPREHENSIVE RESOURCES TO ACCESS SERVICES AND PERSONAL ASSISTANCE WITH EMPLOYMENT, SOFT SKILLS TRAINING, RESUME BUILDING, BENEFIT CLAIMS AND COUNSELING, HEALTHCARE, TRANSPORTATION, WORKSHOPS, HOMELESSNESS, AND MENTAL HEALTH. MESA UNITED WAY HAS PARTNERED WITH THE MESA CHAMBER OF COMMERCE AND MESA COMMUNITY COLLEGE TO CREATE THIS ONE-STOP RESOURCE CENTER. OUR GOAL IS TO WALK ALONGSIDE THESE VETERANS TO GET THEM THE RESOURCES AND TOOLS THEY NEED TO NOT ONLY GET BY, BUT TO SUCCEED.CURRENTLY, THE MESA VETERANS RESOURCE CENTER IS SERVING AROUND 200 VETS PER MONTH, UTILIZING TWO VETERANS SERVICE OFFICERS AND THREE NAVIGATORS. A PARTNERSHIP WITH AZ@WORK HAS CREATED 100 NEW JOB OPPORTUNITIES FOR LOCAL VETS AT OUTSTANDING PER HOUR PAY. 142459 11101 MESA K-READY:A COLLABORATION BETWEEN MESA UNITED WAY, THE CITY OF MESA, AND MESA PUBLIC SCHOOLS, MESA K-READY OFFERS INNOVATIVE PRE-SCHOOL SOLUTIONS FOR FAMILIES WHO CANNOT AFFORD MORE TRADITIONAL PRE-SCHOOL OR WHO CAN'T GET INTO THE CURRENT BRICK AND MORTAR PUBLIC PRE-SCHOOLS. CURRENTLY, MESA K READY IS WORKING WITH 150 FAMILIES TO HELP THE PARENTS BECOME THEIR CHILDREN'S FIRST BEST TEACHER WITH INNOVATIVE LESSONS FOR PARENTS AND CHILDREN IN A WELCOMING, CARING ENVIRONMENT. 136396 COMMUNITY AWARENESS:THE MARKETING AND COMMUNICATIONS PROGRAM IS RESPONSIBLE FOR DEVELOPING IDEAS AND CONCEPTS THAT WILL EDUCATE THE COMMUNITY ABOUT MESA UNITED WAY WITH THE INTENTION OF INSPIRING PEOPLE TO VOLUNTEER AND DONATE. THIS IS DONE THROUGH THE CREATION OF MARKETING MATERIALS THAT EXPLAIN MESA UNITED WAY'S VISION, MISSION, ACCOMPLISHMENTS, AND GOALS. 105564 AMERICORPS "HELEN'S HOPE CHEST":NEW FOR 2019 IS A SECOND AMERICORPS GRANT GEARED SPECIFICALLY TO PLACE MESA RESIDENTS AS DIRECT SERVICE DELIVERY PROFESSIONALS TO THE HELEN'S HOPE CHEST AND FOSTER 360 PROGRAMS. OVER 80% OF THE STAFF, FOR BOTH OF THESE PROGRAMS, ARE AMERICORPS MEMBERS. THIS RESULTS IN LOWERED OVERHEAD COSTS AND ALLOWS A LARGER SHARE OF RESOURCES DEVOTED TO DIRECTLY IMPACTING THE CHILD AND HIS OR HER FOSTER FAMILY. LAST YEAR, THE FIRST YEAR, 20 AMERICORPS MEMBERS SERVED FOR OVER 11,900 HOURS BETWEEN THE TWO PROGRAMS HOSTED BY NONPROFIT AGENCY. THIS PROGRAM IS IN ITS SECOND YEAR OF OPERATION, AND HAS BEEN APPROVED FOR A SUBSEQUENT TWO YEARS AFTER THIS ONE. 71548 26819 12 BOOKS:ANOTHER INITIATIVE OF MESA UNITED WAY, 12BOOKS IS DESIGNED TO PROVIDE FREE BOOKS TO CHILDREN IN 1ST-3RD GRADE IN MESA'S TITLE-I PUBLIC SCHOOLS. STUDIES SHOW THAT CHILDREN WITHOUT ACCESS TO AGE-APPROPRIATE READING MATERIAL EXPERIENCE SEVERE LOSS IN READING SKILLS OVER SUMMER VACATION AS WELL AS LEARNING CHALLENGES LATER ON IN LIFE. 12BOOKS DISTRIBUTIONS ARE MUCH LIKE ANY OTHER BOOK FAIR WHERE STUDENTS ARE ABLE TO MAKE THEIR OWN SELECTIONS TO BUILD THEIR AT-HOME LIBRARY. 12BOOKS ALSO PROVIDES BOOKS FOR MESA UNITED WAY'S SUMMER PROGRAM, MESA YOUTH UNITES, AN AMERICORPS PROGRAM THAT HIRES 20 STUDENTS TO WORK WITH LOW INCOME FAMILIES AND PROVIDE WEEKEND FOOD PACKS FOR CHILDREN IN SUMMER SCHOOL. 1102738 162765 4040496 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 10 0 128 1 0 0 0 0 0 0 0 0 0 0 0 0 X 36 36 1 0 1 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X W RICHARD JAMES 4809698601 137 EAST UNIVERSITY DRIVE MESA AZ 852015929 BRIAN ALLEN BOARD CHAIRMAN 1.00 X X 0 0 0 LYNN WESTERGARD BOARD VICE-CHAIRMAN 1.00 1.00 X X 0 0 0 LARRY J YOUNG BOARD TREASURER 1.00 1.00 X X 0 0 0 JIM CRUTCHER BOARD SECRETARY 1.00 1.00 X X 0 0 0 PATRICIA FIMBRES BOARD ETHICS OFFICER 1.00 1.00 X X 0 0 0 RICHARD J ADAMS JR BOARD MEMBER 1.00 X 0 0 0 STEVE ADAMS BOARD MEMBER (LEFT FY 19) 1.00 X 0 0 0 BYRON F ALLEN BOARD MEMBER 1.00 1.00 X 0 0 0 BRYCE ARNETT BOARD MEMBER (LEFT FY 19) 1.00 X 0 0 0 DENNY BARNEY BOARD MEMBER (LEFT FY 19) 1.00 X 0 0 0 STEVE BECK BOARD MEMBER 1.00 X 0 0 0 CHRIS BRADY BOARD MEMBER (LEFT FY 19) 1.00 X 0 0 0 THOMAS BROWN BOARD MEMBER 1.00 X 0 0 0 SUSAN CARLAND BOARD MEMBER 1.00 X 0 0 0 SPENCER DICKSON BOARD MEMBER 1.00 X 0 0 0 MARC GARCIA BOARD MEMBER 1.00 X 0 0 0 GARY FLEMING BOARD MEMBER 1.00 1.00 X 0 0 0 SHERRI FRIEND BOARD MEMBER (LEFT FY 19) 1.00 X 0 0 0 SALLY HARRISON BOARD MEMBER 1.00 1.00 X 0 0 0 CRAIG HENRY BOARD MEMBER 1.00 X 0 0 0 ALAN HEYWOOD BOARD MEMBER 1.00 X 0 0 0 SANDRA HUDSON BOARD MEMBER 1.00 X 0 0 0 VERONICA LEWIS BOARD MEMBER 1.00 1.00 X 0 0 0 ANNE MCCAWLEY BOARD MEMBER 1.00 X 0 0 0 DEA MCDONALD BOARD MEMBER (LEFT FY 19) 1.00 X 0 0 0 TRAVIS MERRELL BOARD MEMBER (LEFT FY 19) 1.00 X 0 0 0 DEBBIE MIDDLETON BOARD MEMBER 1.00 X 0 0 0 LINDA MOESER BOARD MEMBER (LEFT FY 19) 1.00 X 0 0 0 KEVIN R NIELSEN BOARD MEMBER 1.00 X 0 0 0 DAVID NIELSON BOARD MEMBER 1.00 X 0 0 0 JON NIELSON BOARD MEMBER 1.00 X 0 0 0 THOMAS H RHODES BOARD MEMBER 1.00 X 0 0 0 LAURA ROBERTSON BOARD MEMBER 1.00 X 0 0 0 THOMAS SCHILDGEN BOARD MEMBER 1.00 X 0 0 0 DR RUTH TAN LIM BOARD MEMBER 1.00 X 0 0 0 JACKI TAYLOR BOARD MEMBER (LEFT FY 19) 1.00 X 0 0 0 JO WILSON BOARD MEMBER 1.00 1.00 X 0 0 0 JAN ZALE BOARD MEMBER (LEFT FY 19) 1.00 X 0 0 0 DR C EMBER CONLEY BOARD MEMBER 1.00 X 0 0 0 FRANCISCO HEREDIA BOARD MEMBER 1.00 X 0 0 0 ELIZABETH MORALES BOARD MEMBER 1.00 X 0 0 0 LT RUBEN QUESADA BOARD MEMBER 1.00 X 0 0 0 ANDREW C SARAT BOARD MEMBER 1.00 X 0 0 0 LISA HEGEMAN BOARD MEMBER 1.00 X 0 0 0 WAYNE MANSKE BOARD MEMBER 1.00 X 0 0 0 LAURA SNOW BOARD MEMBER 1.00 X 0 0 0 MARK YOUNG PRESIDENT & CEO 38.00 2.00 X 94387 0 15606 W RICHARD JAMES V.P. OF BUSINESS & FINANCE 38.00 2.00 X 78365 0 14641 172752 0 30247 0 0 0 0 0 28500 4182974 158289 4211474 60313 60313 2910287 2615095 295192 295192 295192 19864 28500 26337 -6473 -6473 4560506 0 0 349032 2541249 2541249 206846 107398 88112 11336 648674 564953 23094 60627 18564 16742 -891 2713 126659 105611 7513 13535 70295 55240 8058 6997 23719 16228 768 6723 19688 19688 388890 369097 -589 20382 1433 2946 -1513 117643 91104 9314 17225 116833 82835 12426 21572 17150 12952 1310 2888 20272 16847 1440 1985 89908 44954 22477 22477 10855 11215 -2862 2502 UNITED WAY OF AMERICA D 25748 25748 DUES AND SUBSCRIPTIONS 3679 1125 2261 293 4448105 4040496 217867 189742 79901 533273 730912 684824 5171 16240 3303 2072228 922722 1201167 1149506 2546205 2205583 163607 163607 100297 94451 4838329 4839718 104764 92446 632685 642926 507763 703594 1245212 1438966 X 2720959 2272809 320976 576761 551182 551182 3593117 3400752 4838329 4839718 X 112401 -193364 -111402 X X 0 1 X 1 0 X 3349956 3468686 3786127 3823941 4211474 18640184 3349956 3468686 3786127 3823941 4211474 18640184 11978 18628206 62769 75175 75690 77339 60313 351286 18991470 99367 0.98090 0.98150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 639498 42991 48718 5542 628229 605122 40784 6408 639498 590267 44785 23818 6112 605122 577022 43436 23686 6505 590267 590469 15680 23032 6095 577022 0.00000 0.87730 0.12270 0 0 12475 12475 1745330 662993 1082337 284126 254479 29647 30297 5250 25047 1149506 CASH HELD IN TRUST 675831 CAPITAL LEASE OBLIGATIONS 27763 703594 X PART V, LINE 4: TO PROVIDE AN INSTRUMENT FOR LONG TERM AND DEFERRED DONATIONS. EACH YEAR, 4% OF ENDOWMENT FUND BALANCE WILL BE ALLOCATED TO A QUALIFIED MEMBER AGENCY. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, HAVE NO PROVISION FOR FEDERAL INCOME TAXES. IN ADDITION, MESA UNITED WAY QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME (UBTI) WOULD BE TAXABLE. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S POLICY WITH RESPECT TO THE STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE FINANCIAL STATEMENTS RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THIS POLICY HAD NO IMPACT ON MESA UNITED WAY'S FINANCIAL STATEMENTS. MESA UNITED WAY FILES AS A TAX-EXEMPT ORGANIZATION. ANNUAL AWARDS LUNCHEON 35430 28500 6930 274 2505 8609 50 638 LEISURE WORLD GOLF TOURNAMENT 12934 12934 2328 9499 1465 969 48364 28500 19864 2602 12004 10074 50 1607 26337 -6473 1 HELEN'S HOPE CHEST 126 E UNIVERSITY DRIVE MESA AZ 85201 860198599 501(C)(3) 685268 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS CHILD CRISIS CENTER PO BOX 4114 MESA AZ 85201 860407090 501(C)(3) 75605 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS A NEW LEAF 868 E UNIVERSITY DRIVE MESA AZ 85203 860256667 501(C)(3) 63715 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS AZ BRAINFOOD INC 2635 N RIDGE MESA AZ 85203 263946158 501(C)(3) 60269 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS SAVE THE FAMILY FOUNDATION OF AZ 450 W 4TH PLACE MESA AZ 85201 860665712 501(C)(3) 56110 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS EAST VALLEY ADULT RESOURCES 45 W UNIVERSITY DRIVE A MESA AZ 852015831 942596075 501(C)(3) 53783 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS UNITED FOOD BANK 245 S NINA DRIVE MESA AZ 85210 860505273 501(C)(3) 38051 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS HOUSE OF REFUGE 6935 E WILLIAMS FIELD ROAD MESA AZ 85212 860662244 501(C)(3) 24613 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS MARICOPA COMMUNITY COLLEGES FOUNDATION 2419 W 14TH STREET TEMPE AZ 85281 860327449 501(C)(3) 21406 DONOR DESIGNATIONS MESA FOUNDATION FOR EDUCATIONAL EXCELLENCE 549 N STAPLEY DRIVE MESA AZ 85203 860550594 501(C)(3) 19869 DONOR DESIGNATIONS LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST 5049 E BROADWAY BLVD 102 TUCSON AZ 857113646 860252302 501(C)(3) 15792 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS BIG BROTHERS BIG SISTERS OF CENTRAL AZ 1010 E MCDOWELL STE 400 PHOENIX AZ 85006 860205254 501(C)(3) 14486 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS OAKWOOD CREATIVE CARE PO BOX 1213 MESA AZ 85211 860575242 501(C)(3) 14308 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS CIRCLE THE CITY 300 W CLARENDON 200 PHOENIX AZ 85013 242420730 501(C)(3) 11361 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS MARC COMMUNITY RESOURCES 924 N COUNTRY CLUB DRIVE MESA AZ 85201 860137109 501(C)(3) 7548 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS BOYS & GIRLS CLUB OF THE EAST VALLEY 1405 E GUADALUPE RD 4 TEMPE AZ 85283 860550646 501(C)(3) 6814 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS SUNSHINE ACRES 3405 N HIGLEY ROAD MESA AZ 85215 860196532 501(C)(3) 6544 DONOR DESIGNATIONS PAZ DE CRISTO COMMUNITY CENTER 424 W BROADWAY ROAD MESA AZ 85210 261669496 501(C)(3) 6200 DONOR DESIGNATIONS KIDS NEED TO READ 2450 W BROADWAY ROAD 110 MESA AZ 85202 262755631 501(C)(3) 5293 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS 19 0 PART I, LINE 2: AN INDEPENDENT COMMITTEE REVIEWS APPLICATIONS FOR FUNDING FROM VARIOUS ORGANIZATIONS ON AN ANNUAL BASIS. FUNDING AMOUNTS ARE BASED ON THE OVERALL STRENGTH OF THE ORGANIZATIONS PROGRAM, THEIR OVERHEAD LEVEL, AND AUDIT RESULTS. ORGANIZATIONS SUBMIT A QUARTERLY REPORT ON THE STATUS OF THE PROGRAM BEING FUNDED. THE REPORTS ARE REVIEWED FOR ADEQUACY AND FUNDS, FOR THAT QUARTER, ARE SUBSEQUENTLY DISTRIBUTED. X 25175 IRS CHART X 50644 IRS CHART X 2 5433 X 4 15865 X FOOD FOR VARIOUS EVENTS 364 50101 RETAIL PRICE X GIFT CERTIFICATES AND PASSES 215 5707 FACE VALUE X ARIZONA DIAMONDBACKS TICKETS 266 5320 FACE VALUE X REUSABLE MOVING BOXES 10 44 RETAIL PRICE 0 0 1 0 PART I, COLUMN (B): COLUMN B INCLUDES NUMBER OF ITEMS RECEIVED. PART I, LINE 32B: SCHEDULE M, PART I, COLUMN (B): COLUMN B INCLUDES NUMBER OF ITEMS RECEIVED. FORM 990, PART III, LINE 4A AGENCY ALLOCATIONS: MESA UNITED WAY'S COMMUNITY INVESTMENT PROCESS EMPOWERS PEOPLE WHO LIVE OR WORK IN MESA TO HELP INVEST COMMUNITY CHEST CONTRIBUTIONS WHERE THEY MATTER MOST. VOLUNTEERS FROM MESA SCHOOLS, COMPANIES, CHURCHES, AND NEIGHBORHOODS WORK IN TEAMS, VISITING EACH AGENCY IN THEIR AREA OF INTEREST TO SEE FIRST-HAND HOW LIVES ARE BEING CHANGED. THEY ASK IN-DEPTH QUESTIONS ABOUT THE ORGANIZATION TO DETERMINE ITS FINANCIAL HEALTH, CLIENT OUTCOMES AND AREAS IN NEED OF IMPROVEMENT. ONCE THE VISITS HAVE BEEN COMPLETED, THE TEAMS MAKE RECOMMENDATIONS FOR FUNDING TO MESA UNITED WAY'S BOARD OF DIRECTORS. IN MANY CASES, FUNDING IS INCREASED OVER THE PREVIOUS YEAR TO HELP THE AGENCY BETTER SERVE THE NEEDS OF THE COMMUNITY. SOMETIMES, HOWEVER, THE VOLUNTEERS DETERMINE THAT THE MONEY WOULD BE BETTER SPENT IN A DIFFERENT PROGRAM OR AGENCY, AND RECOMMEND REDUCING OR ELIMINATING FUNDING. THE RESULT IS AN ASSURANCE THAT DONOR CONTRIBUTIONS ARE SPENT WISELY, AND IN A MANNER THAT HAS MAXIMUM POSITIVE IMPACT ON THE PEOPLE OF MESA. WITH THE COMMUNITY CARE DOLLARS, 21 SOCIAL SERVICE AGENCIES PROVIDE 27 PROGRAMS TO DELIVER SERVICES THAT ENABLE CHILDREN TO LIVE IN A SAFE ENVIRONMENT, SUCCEED IN SCHOOL AND BECOME RESPONSIBLE, CONTRIBUTING ADULTS; PROGRAMS THAT PROVIDE SAFE SHELTER, FOOD AND OTHER SERVICES TO MESA RESIDENTS FACING UNFORESEEN HARDSHIPS; PROGRAMS THAT ENABLE PEOPLE WITH SPECIAL NEEDS AND DISABILITIES TO LIVE UP TO THEIR FULLEST POTENTIAL; PROGRAMS THAT HELP FRAIL ELDERLY PEOPLE AND THOSE SUFFERING ALZHEIMER'S OR OTHER FORMS OF DEMENTIA. FORM 990, PART III, LINE 4B THE VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM: THE VITA PROGRAM IS A FREE TAX PREPARATION SERVICE FOR LOW AND MODERATE INCOME PEOPLE IN THE COMMUNITY. MESA UNITED WAY HAS SUPPORTED VITA FOR MANY YEARS, BUT FOR THE LAST TEN YEARS HAS BEEN THE LEAD AGENCY FOR THE MESA PROGRAM. VOLUNTEERS ARE PROVIDED WITH TRAINING TO PREPARE TAX RETURNS AND THEN MUST PASS AN INTERNAL REVENUE SERVICE (IRS) CERTIFICATION TEST. DURING THE 2019 TAX SEASON, 165 MESA VITA VOLUNTEERS CONTRIBUTED OVER 8,800 HOURS OF THEIR TIME TO COMPLETE MORE THAN 7,800 TAX RETURNS. THIS FIGURE REPRESENTS AN INCREASE OF APPROXIMATELY 26% OVER THE 2018 TAX YEAR. DUE TO THEIR EFFORTS, OVER $8.7 MILLION IN TAX REFUNDS WERE RETURNED TO THE MEMBERS OF OUR COMMUNITY WHO NEED IT THE MOST. OVER 1,000 HOURS OF TAX PREPARATION SERVICES WERE PROVIDED AT SIXTEEN DIFFERENT SITES COVERING MESA, CHANDLER, AND GILBERT. THE FACILITIES FOR VITA SITES ARE PROVIDED BY NONPROFIT MESA VITA COALITION PARTNERS. FORM 990, PART III, LINE 4C COMMUNITY IMPACT: THE COMMUNITY IMPACT PROGRAM IS RESPONSIBLE FOR CARRYING OUT MESA UNITED WAY'S MISSION. THIS PROGRAM BRINGS MESA UNITED WAY STAFF TOGETHER WITH VOLUNTEERS, AGENCIES, AND COMPANIES IN MESA TO HELP MEMBERS OF OUR COMMUNITY LEAD BETTER, MORE SELF-SUFFICIENT LIVES. COMMUNITY IMPACT IS ACCOMPLISHED THROUGH FUNDING AGENCY AND GRANT PROGRAMS, DEVELOPING AND EXECUTING INITIATIVES AND BUILDING RELATIONSHIPS BETWEEN COMMUNITY MEMBERS. CURRENT INITIATIVES ARE: VOLUNTEER INCOME TAX ASSISTANCE (VITA), A PROGRAM DESIGNED TO ASSIST LOW-INCOME FAMILIES AND INDIVIDUALS WITH INCOME TAX RETURN PREPARATION; MESA UNITED AGAINST HOMELESSNESS, AN AMERICORPS PROGRAM DESIGNED TO INCREASE THE CAPACITY OF MEMBER AGENCIES TO PROVIDE DIRECT SERVICES TO THOSE IN NEED; HELEN'S HOPE CHEST AMERICORPS, AN AMERICORPS PROGRAM DESIGNED TO LOWER OVERHEAD COSTS AT HELEN'S HOPE CHEST AND ALLOW A LARGER SHARE OF RESOURCES TO DIRECTLY IMPACT THE CHILD AND HIS OR HER FOSTER FAMILY; VETERANS BRIDGE TO EMPLOYMENT AT THE MESA VETERAN'S RESOURCE CENTER, A RECENT INITIATIVE WHICH PROVIDES A CENTRALIZED LOCATION IN MESA OFFERING COMPREHENSIVE RESOURCES TO ACCESS SERVICES AND PERSONAL ASSISTANCE WITH EMPLOYMENT, SOFT SKILLS TRAINING, RESUME BUILDING, BENEFIT CLAIMS AND COUNSELING, HEALTHCARE, TRANSPORTATION, WORKSHOPS, HOMELESSNESS, AND MENTAL HEALTH; 12 BOOKS, A PROGRAM DESIGNED TO PUT BOOKS IN THE HANDS OF UNDERPRIVELIGED CHILDREN THROUGHOUT THE COMMUNITY; MESA K-READY, A COLLABORATION BETWEEN MESA UNITED WAY, THE CITY OF MESA, AND MESA PUBLIC SCHOOLS, MESA K-READY OFFERS INNOVATIVE PRE-SCHOOL SOLUTIONS FOR FAMILIES WHO CANNOT AFFORD MORE TRADITIONAL PRE-SCHOOL OR WHO CAN'T GET INTO THE CURRENT BRICK AND MORTAR PUBLIC PRE-SCHOOLS; MESA UNITES AGAINST HUNGER AND HOMELESSNESS, A PROGRAM DESIGNED TO REDUCE THE NUMBER OF HOMELESS ON THE STREETS OF MESA AND NEIGHBORING COMMUNITIES. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE BOARD, IMMEDIATE PAST- CHAIR, COMMUNITY ALLOCATION PROGRAM CHAIR, CAMPAIGN CHAIR OR CO-CHAIRS, AND SUCH OTHER MEMBERS AS APPROVED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL BE RESPONSIBLE FOR THE HIRING, OVERSIGHT AND REMOVAL OF THE PRESIDENT/CEO OF MUW. AN AFFIRMATIVE VOTE OF 3/4 THE TOTAL NUMBER OF EXECUTIVE COMMITTEE MEMBERS IS REQUIRED FOR EITHER HIRING OR REMOVAL OF THE PRESIDENT/CEO. THE EXECUTIVE COMMITTEE'S DUTIES ALSO INCLUDE SUPERVISING AND DIRECTING THE WORK AND ADMINISTRATION OF THE CEO, SUBJECT TO THE APPROVAL OF THE BOARD OF DIRECTORS. IN ANY EMERGENCY IT SHALL HAVE ALL OF THE POWERS OF THE BOARD, EXCEPT THAT IT SHALL NOT REVERSE ANY ACTION OF THE BOARD. ANY EMERGENCY ACTION TAKEN SHALL BE RATIFIED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 2 JON NIELSON AND DAVID NIELSON HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 4 THE ORGANIZATION'S BYLAWS WERE AMENDED DURING FISCAL 2019. THE SIGNIFICANT CHANGES INCLUDED THE FOLLOWING - 1. THE NUMBER OF BOARD MEMBERS WERE CHANGED TO CONSIST OF 20 TO 50 MEMBERS COMPARED TO IT BEING 35 TO 80 MEMBERS PREVIOUSLY. 2. THE CHAIR OF THE BOARD DEVELOPMENT COMMITTEE WILL BE APPOINTED BY THE EXECUTIVE COMMITTEE COMPARED TO THE VICE CHAIR WILL BE APPOINTED AS CHAIR. 3. THE FINANCE COMMITTEE AND PERSONNEL COMMITTEE SHALL BE APPOINTED BY THE EXECUTIVE COMMITTEE COMPARED TO THE CHAIR OF THE BOARD WITH THE APPROVAL OF THE BOARD FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS THE DRAFTS OF THE AUDITED FINANCIAL STATEMENTS AND FORM 990 SUBMITTED FROM THE INDEPENDENT ACCOUNTING FIRM. BASED ON THEIR REVIEW, THE AUDIT COMMITTEE RECOMMENDS ACCEPTANCE OR REJECTION OF THE FORM 990 TO THE EXECUTIVE COMMITTEE. A MOTION TO ACCEPT OR REJECT THE FORM 990 IS PUT TO THE GENERAL BOARD ALONG WITH THE AUDIT COMMITTEES RECOMMENDATIONS AND A COPY OF THE DRAFTED FORM 990 PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH FISCAL YEAR, ALL BOARD AND STAFF MEMBERS ARE REQUIRED TO SIGN AND DATE A NEW COPY OF THE CODE OF ETHICS. THE CODE OF ETHICS SPECIFICALLY REQUESTS THAT A BOARD OR STAFF MEMBER DIVULGE ANY AND ALL PERSONS OR ENTITIES THAT THEY HAVE A PERSONAL RELATIONSHIP WITH THAT MAY ALSO SHARE A RELATIONSHIP WITH THE ORGANIZATION. ALL STAFF MEMBERS MUST SIGN A NEW COPY OF THE ORGANIZATION'S PERSONNEL POLICIES AND PROCEDURES HANDBOOK EACH FISCAL YEAR. ALL TRANSACTION AND VENDOR NEGOTIATIONS ARE CONDUCTED AT ARMS LENGTH. THREE COMPETING BIDS ARE REQUIRED FOR ANY POTENTIAL EXPENDITURE OVER $3,000. BOARD MEMBERS THAT ARE RELATED PARTIES TO ANY TRANSACTION ARE NOT ALLOWED TO VOTE ON THAT TRANSACTION. CONFLICTS ARE MONITORED AND ENFORCED CONTINUOUSLY AND BROUGHT TO THE ATTENTION OF MANAGEMENT AND THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A BOARD OF DIRECTORS FORMS A SEARCH COMMITTEE MADE UP OF BOARD MEMBERS AND NON-MEMBERS. THE SEARCH COMMITTEE REVIEWS DEMOGRAPHIC DATA FOR COMPENSATION LEVELS OF CEO'S IN SIMILAR SIZED ORGANIZATIONS. THE SEARCH COMMITTEE RECOMMENDS A COMPENSATION LEVEL TO THE EXECUTIVE COMMITTEE, WHO THEN APPROVES AND SUBMITS TO THE ENTIRE BOARD FOR A VOTE. THE LAST COMPENSATION REVIEW/UPDATE PROCESS WAS COMPLETED IN JUNE 2019. FOR COMPENSATION FOR ALL OTHER POSITIONS IN THE ORGANIZATION, CEO REVIEWS DEMOGRAPHIC DATA FOR COMPENSATION LEVELS FOR SIMILAR POSITIONS IN SIMILARLY SIZED ORGANIZATIONS. BOARD MEMBERS MAY BE CONSULTED, BUT BOARD APPROVAL IS NOT REQUIRED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST IN CHARITABLE REMAINDER TRUSTS -5,846. PROVISION FOR UNCOLLECTIBLE PROMISES TO GIVE -105,556. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. HELENS HOPE CHEST 126 E UNIVERSITY MESA AZ 85201 464747933 FOSTER CHILD SUPPORT AZ 501(C)(3) LINE 7 MESA UNITED WAY INC 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 HELENS HOPE CHEST B 685268 CASH