2019-01-26T15:40:07-06:00 2018-06-30 ERNST & YOUNG US LLP TWO N CENTRAL AVE STE 2300 PHOENIX AZ 85004 990 2017-07-01 860104419 VALLEY OF THE SUN UNITED WAY % TANYA M MUNIZ VALL 6026314800 3200 EAST CAMELBACK ROAD Suite 375 PHOENIX AZ 85018 TANYA M MUNIZ CFO 6026314800 2018-12-13 true PATRICK SHIELDS P01508556 6023223000 70.162.72.127 86597020190265000000 2019-01-26 P 2D16724BC455D93AA5EB47DEA7189B6F484097C8 1DEFEEA347AFF02CE3AF0741EDDCF1F60A18EC1E 2017 2019-02-21 02:37:17Z Merl Waschler 3200 EAST CAMELBACK ROAD PHOENIX AZ 85018 101879071 false X WWW.VSUW.ORG X 1925 AZ IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. SEE SCHEDULE O FOR FURTHER DETAIL. 34 34 159 4590 0 0 91328933 93081891 445196 480162 3994070 2626313 -42502 -69674 95725697 96118692 83482139 84248001 0 0 11028323 10764398 0 0 4738576 5345211 4942275 99855673 99954674 -4129976 -3835982 76252617 74195991 17546460 18089954 58706157 56106037 X IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. UNITED, WE FIGHT TO BREAK THE CYCLE OF POVERTY FOR EVERY CHILD, FAMILY, AND INDIVIDUAL IN MARICOPA COUNTY. false false 74612120 74612120 0 GRANTS, ALLOCATIONS, AND DISTRIBUTIONS TO HEALTH AND HUMAN SERVICE PROGRAMS AND VSUW COMMUNITY OBJECTIVES. SEE SCHEDULE O FOR FURTHER DETAIL. 9635881 9635881 442862 DESIGNATIONS TO VARIOUS COMMUNITY NON-PROFIT ORGANIZATIONS. SEE SCHEDULE O FOR FURTHER DETAIL. 6729008 0 37300 PROGRAM ACTIVITIES SUPPORTING COMMUNITY INITIATIVES. SEE SCHEDULE O FOR FURTHER DETAIL. 90977009 true true false true false true false false false true true false false false true true false true false false false false false false true false false true true true false false false false false false false false true false false false true false false false false true 244 0 true 159 true false false false false false true true false false false false false false false X 34 34 false false false false false false false true true false false true true true true true true true false false AZ X X TANYA M MUNIZ 6026314889 3200 EAST CAMELBACK ROAD PHOENIX AZ 85018 X MARK SCHIAVONI DIRECTOR/BOARD CHAIR 4.0 0.0 X X 0 0 0 STEVE EVANS DIRECTOR/SECRETARY 4.0 0.0 X X 0 0 0 ROBYN ARNELL BRENDEN DIRECTOR/TREASURER 4.0 0.0 X X 0 0 0 AVEIN SAATY-TAFOYA DIRECTOR 2.0 0.0 X 0 0 0 BERNARD NARINE DIRECTOR 2.0 0.0 X 0 0 0 CHAD GESTSON DIRECTOR 2.0 0.0 X 0 0 0 CHRIS CAMACHO DIRECTOR 2.0 0.0 X 0 0 0 DERRICK HALL DIRECTOR 2.0 0.0 X 0 0 0 ED ZUERCHER DIRECTOR 2.0 0.0 X 0 0 0 EILEEN KLEIN DIRECTOR 2.0 0.0 X 0 0 0 EMILY MEAD DIRECTOR 2.0 0.0 X 0 0 0 HOPE LEVIN DIRECTOR 2.0 0.0 X 0 0 0 GONZALO DE LA MELANA DIRECTOR 2.0 0.0 X 0 0 0 JENNIFER HOLSMAN TETREAULT DIRECTOR 2.0 0.0 X 0 0 0 JERRY FUENTES DIRECTOR 2.0 0.0 X 0 0 0 JOHN GIBSON DIRECTOR 2.0 0.0 X 0 0 0 JOHN GRAHAM DIRECTOR 2.0 0.0 X 0 0 0 JOY RICH DIRECTOR 2.0 0.0 X 0 0 0 KATHLEEN QUIRK DIRECTOR 2.0 0.0 X 0 0 0 KENNETH CHERRY DIRECTOR 2.0 0.0 X 0 0 0 KENNETH LEVINE DIRECTOR 2.0 0.0 X 0 0 0 LAURA LOBIANCO DIRECTOR 2.0 0.0 X 0 0 0 MARIA HARPER-MARINICK DIRECTOR 2.0 0.0 X 0 0 0 MARY ALEXANDER DIRECTOR 2.0 0.0 X 0 0 0 MICHAEL BIELECKI DIRECTOR 2.0 0.0 X 0 0 0 MICHAEL TULLY DIRECTOR 2.0 0.0 X 0 0 0 NEIL GIULIANO DIRECTOR 2.0 0.0 X 0 0 0 NINA MULLINS DIRECTOR 2.0 0.0 X 0 0 0 PHYLLIS BRUNER DIRECTOR 2.0 0.0 X 0 0 0 RUBEN ALVAREZ DIRECTOR 2.0 0.0 X 0 0 0 SUSAN FRANK DIRECTOR 2.0 0.0 X 0 0 0 THOMAS FRANZ DIRECTOR 2.0 0.0 X 0 0 0 TODD SANDERS DIRECTOR 2.0 0.0 X 0 0 0 VINCE ROIG DIRECTOR 2.0 0.0 X 0 0 0 MERL WASCHLER PRESIDENT AND CEO 60.0 0.0 X 431213 0 103316 TANYA MUNIZ CHIEF FINANCIAL OFFICER 60.0 0.0 X 168176 0 22989 BRIAN SPICKER CHIEF PROGRAM OFFICER 60.0 0.0 X 195242 0 16508 NANCY DEAN CHIEF STRATEGY OFFICER 60.0 0.0 X 188116 0 28139 KEN BROOKS CHIEF INFORMATION OFFICER 60.0 0.0 X 177188 0 7933 TAMERA SKROVAN CHIEF DONOR IMPACT OFFICER 60.0 0.0 X 173625 0 7765 CHRISTINE FRAZER CHIEF HUMAN RESOURCE OFFICER 60.0 0.0 X 170181 0 15447 1503741 0 202097 10 false true false Catalyst Media Design 4141 N Scottsdale Road Suite 155 Scottsdale AZ 85251 MEDIA RESEARCH 240288 Ernst Young 3712 Solutions Center Chicago IL 60677 Audit and Tax 149957 Seabrooks Too LLC 1100 E Campbell Rd Suite 246 Richardson TX 75081 Software SERVICES 147470 Hackett Advertising Public Relation 4642 N 32nd Street Phoenix AZ 85018 Digital Marketing 145808 4 838256 437212 56208326 35598097 8478529 93081891 Processing Fees 900099 442862 442862 0 0 Learn United Revenue 900099 37300 37300 0 0 480162 1880828 1880828 0 0 0 0 0 6296348 5550863 745485 745485 745485 37080 437212 209516 -172436 -172436 0 0 0 0 0 0 Miscellaneous Revenue 900099 102762 102762 0 0 102762 96118692 582924 0 2453877 84248001 84248001 0 0 0 0 0 0 599388 198704 257070 143614 0 0 0 0 8041214 3414548 2059247 2567419 339970 132910 98802 108258 1166418 489570 309545 367303 617408 262339 158851 196218 0 0 0 0 13256 2043 10959 254 134707 30000 104707 0 0 0 0 0 0 0 53319 0 53319 0 377088 299490 44159 33439 565893 198057 217915 149921 468965 217905 108195 142865 493312 282246 138095 72971 0 0 0 0 954792 429224 217425 308143 54260 32650 3538 18072 0 0 0 0 125128 72073 23364 29691 0 0 0 0 373096 123122 160431 89543 505758 227210 115326 163222 77365 32300 22360 22705 Printing and Publications 429755 201962 9193 218600 Banking, Payroll, Permits 77474 14074 53226 10174 Special Events 146337 27158 33751 85428 All Other Expenses 91770 41423 39611 10736 99954674 90977009 4239089 4738576 0 0 0 6543255 5996153 12910216 12470662 0 0 0 0 0 0 0 0 0 0 617680 641272 4038136 2227912 2001478 1810224 53185596 52214927 0 0 0 0 0 0 994392 1062753 76252617 74195991 11430874 12208687 5605998 5268928 0 0 0 0 0 0 0 0 0 0 0 0 509588 612339 17546460 18089954 X 41732293 39644742 1222306 786770 15751558 15674525 58706157 56106037 76252617 74195991 -3835982 1235862 0 X false true X true true true X 113209344 119967817 92247301 91328933 93081891 509835286 0 0 113209344 119967817 92247301 91328933 93081891 509835286 0 509835286 1588683 2055499 1928188 1444408 1880828 8897606 0 0 518732892 3321519 0.98285 0.98398 X true true false 0 false 0 false 0 false 0 true 104000 false 0 false 0 104000 false SCHEDULE C, PART II-B, LINES 1B AND 1G VALLEY OF THE SUN UNITED WAY (VSUW) HAD VOLUNTEERS AND STAFF THAT MET WITH LEGISLATORS AND ADVOCATED ON BEHALF OF ISSUES THAT AFFECT THE LIVES IN MARICOPA COUNTY IN THE AREAS THAT DIRECTLY ALIGN WITH THE MISSION OF VSUW. SPECIFICALLY FOCUSING ON: H2037: SCHOOLS; STATEWIDE COLLEGE READINESS EXAMINATION - VSUW Worked with a coalition to pass the bill. H2127/1087: CHILDREN'S HEALTH INSURANCE PROGRAM Removes the trigger that automatically freezes KidsCare when federal funding drops below 100% and puts control back in the hands of the Arizona legislature. VSUW worked with a coalition to pass the bill. H2136: APPROPRIATION; DES; INFO; REFERRAL SERVICE and S1221: APPROPRIATION; DES; INFO; REFERRAL SERVICE - Helps support the 211 Arizona/Community Information and Referral Program statewide. VSUW led a coalition to pass the bill. H2435: ENGLISH LANGUAGE LEARNERS; INSTRUCTION; BUDGETING - Gives schools greater flexibility with the four hour English language learning block that is currently required for ELL students. VSUW worked with a coalition to pass the bill. H2449: CHILD CARE ASSISTANCE; TIERED REIMBURSEMENT VSUW worked with a coalition to pass the bill. H2477: HIGH SCHOOL MATHEMATICS; PROFICIENCY; NOTIFICATIONS VSUW worked with a coalition to pass the bill. H2520: SCHOOLS; READING REQUIREMENTS - Strengthens existing reading policies. VSUW worked with a coalition to pass the bill. S1165: CHILD CARE ASSISTANCE; RATES VSUW worked with a coalition to pass the bill. S1245: APPROPRIATION; SNAP; BENEFIT MATCH; PRODUCE - Helps SNAP families with access to affordable healthy fruits and vegetables. VSUW worked with a coalition to pass the bill. S1257: STATE LOTTERY DISTRIBUTIONS; FAMILY HOMELESSNESS - VSUW supported as a part of the Appropriations discussions and worked with a coalition to pass the bill. SCR 1005 S/E (initiatives; requiring expenditures; ten-year repeal). If passed, the measure would ask voters to approve the sun-set of all publically-funded voter initiatives after 10 years, or on their repeal date, whichever is first. VSUW, along with many partners signed in opposed to this legislation because of the negative impact it has on voter initiatives such as First Things First funding. VSUW HAS A POSITION, CHIEF PUBLIC POLICY OFFICER, WHICH FOCUSES ON RESEARCHING AND ADVOCATING LEGISLATIVE ACTIVITIES THAT DIRECTLY ALIGN WITH THE MISSION OF VSUW. AN ESTIMATED 80% OF HER TIME, VALUED AT $104,000 WAS DIRECTLY RELATED TO THE ACTIVITIES DESCRIBED ABOVE. 1 12894 true true 46729379 176165 3337790 1599490 48643844 42750185 123574 5546950 1691330 46729379 44936498 733641 -1383914 1536040 42750185 45365202 1179646 -94161 1514189 44936498 39411852 300625 7071167 1418442 45365202 0.68000 0.32000 false false 0 0 278170 92616 185554 0 2349856 1186389 1163467 0 1410110 948907 461203 1810224 0 SEC. 457 (B) DEFERRED COMPENSATION 569367 LONG TERM ALLOCATION PAYABLE 42972 612339 X 87926838 1235862 89048 172436 1497346 86429492 53319 9635881 9689200 96118692 90526958 89048 172436 261484 90265474 53319 9635881 9689200 99954674 SCHEDULE D, PART V, LINE 4 THE ENDOWMENT EARNINGS ARE TO BE USED TO SUPPORT VALLEY OF THE SUN UNITED WAY AS OUTLINED IN ITS ENDOWMENT POLICY. SCHEDULE D, PART X, LINE 2 MANAGEMENT IS OF THE OPINION THAT SUBSTANTIALLY ALL OF THE ORGANIZATION'S ACTIVITIES ARE RELATED TO ITS TAX-EXEMPT PURPOSE, AND NO MATERIAL UNCERTAIN TAX POSITIONS HAVE BEEN IDENTIFIED OR RECORDED IN THE FINANCIAL STATEMENTS AT JUNE 30, 2018 AND 2017. SCHEDULE D, PART XI, LINE 2D $172,436 - FUNDRAISING EXPENSES THAT ARE INCLUDED AS EXPENSES ON THE FINANCIAL STATEMENTS, BUT ARE RECLASSED AND NETTED WITH FUNDRAISING INCOME ON THE 990. SCHEDULE D, PART XI, LINE 4B $9,635,881 - DONOR DESIGNATIONS MADE ON BEHALF OF/TO OTHER AGENCIES THAT ARE NOT INCLUDED AS REVENUE ON THE FINANCIAL STATEMENTS BUT ARE RECOGNIZED ON THE 990. SCHEDULE D, PART XII, LINE 2D $172,436 - FUNDRAISING EXPENSES THAT ARE INCLUDED AS EXPENSES ON THE FINANCIAL STATEMENTS, BUT ARE RECLASSED AND NETTED WITH FUNDRAISING INCOME ON THE 990. SCHEDULE D, PART XII, LINE 4B $9,635,881 - DONOR DESIGNATIONS MADE ON BEHALF OF/TO OTHER AGENCIES THAT ARE NOT INCLUDED AS REVENUE ON THE FINANCIAL STATEMENTS BUT ARE RECOGNIZED ON THE 990. Luncheon 383770 346690 37080 71105 94840 33247 Sun Devils Unit 90522 90522 10324 0 474292 437212 37080 71105 94840 43571 209516 -172436 true Easter Seals Black Foundation 401 E Jefferson Street Phoenix AZ 85004 860093224 501(C)3 1800052 PROGRAM SUPPORT Child & Family Resources 700 W Campbell Ave Ste 3 Phoenix AZ 85013 860251984 501(C)3 1854386 PROGRAM SUPPORT Association for Supportive Child Care 3910 South Rural Road Suite E Ste 201 Tempe AZ 85282 860332919 501(C)3 4808201 PROGRAM SUPPORT Southwest Human Development 2850 North 24th Street Phoenix AZ 85008 860407179 501(C)3 4058694 PROGRAM SUPPORT A New Leaf 868 East University Drive Mesa AZ 85203 860377821 501(C)3 1115901 PROGRAM SUPPORT Central Arizona Shelter Services 230 South 12th Avenue Phoenix AZ 85007 860500753 501(C)3 794485 PROGRAM SUPPORT Boys and Girls Clubs of Metro Phoenix 4309 E Belleview St Bldg 14 Phoenix AZ 85008 580566123 501(C)3 629336 PROGRAM SUPPORT UMOM New Day Centers 3320 East Van Buren Street Phoenix AZ 85008 860521062 501(C)3 502811 PROGRAM SUPPORT Lodestar Day Resource Center 1125 West Jackson Street Phoenix AZ 85007 260235106 501(C)3 401549 PROGRAM SUPPORT CHANDLER CHRISTIAN COMMUNITY CENTER 230 South 12th Avenue Phoenix AZ 85007 860428780 501(C)3 400127 PROGRAM SUPPORT Community Bridges Inc 1811 South Alma School Road Suite 1 Mesa AZ 85210 860823871 501(C)3 391361 PROGRAM SUPPORT Salvation Army 2707 East Van Buren Avenue Phoenix AZ 85008 941156347 501(C)3 390028 PROGRAM SUPPORT Arizona Housing Inc 230 South 12th Avenue Phoenix AZ 85007 860811431 501(C)3 338831 PROGRAM SUPPORT Friendly House Inc 802 South First Avenue Phoenix AZ 85003 860120506 501(C)3 282404 PROGRAM SUPPORT Tempe Community Action Agency 2150 East Orange Street Tempe AZ 85281 860254820 501(C)3 287290 PROGRAM SUPPORT Phoenix Day Child and Family Learning Ctr 115 East Tonto Street Phoenix AZ 85004 860096782 501(C)3 265032 160 FMV VARIOUS IN-KIND PROGRAM SUPPORT Native American Connections 4520 North Central Avenue Suite 60 Phoenix AZ 85012 860293585 501(C)3 281864 619 fmv VARIOUS IN-KIND PROGRAM SUPPORT Valley Of The Sun YMCA 350 North 1st Avenue Phoenix AZ 85003 860096799 501(C)3 272934 PROGRAM SUPPORT Big Brothers Big Sisters of Ctr Arizona 4745 N 7th St Ste 210 Phoenix AZ 85014 860205254 501(C)3 282228 184 fmv VARIOUS IN-KIND PROGRAM SUPPORT Boys and Girls Clubs of the East Valley 2602 W Baseline Rd Ste 25 Mesa AZ 85202 860550646 501(C)3 242441 2934 FMV VARIOUS IN-KIND PROGRAM SUPPORT Community Information and Referral 2200 North Central Ave Ste 601 Phoenix AZ 85004 860374813 501(C)3 222965 184 FMV VARIOUS IN-KIND PROGRAM SUPPORT Homeward Bound 2302 West Colter Street Phoenix AZ 85015 860660875 501(C)3 224585 PROGRAM SUPPORT Labors Community Service Agency 5818 North 7th Street Suite 100 Phoenix AZ 85014 860300832 501(C)3 173305 PROGRAM SUPPORT Arizona Learning Institute 3463 E Pasadena Ave Phoenix AZ 85018 271271506 501(C)3 161120 PROGRAM SUPPORT Save The Family Foundation of Arizona 450 West 4th Place Mesa AZ 85201 860665712 501(C)3 161181 PROGRAM SUPPORT Foundation For Blind Children 1235 East Harmont Drive Phoenix AZ 85020 860129981 501(C)3 172823 PROGRAM SUPPORT Jobs for Arizona Graduates PO Box 10937 Scottsdale AZ 85051 860669709 501(C)3 140958 PROGRAM SUPPORT East Valley JCC 908 E Alma School Road Chandler AZ 85224 860618301 501(C)3 140328 PROGRAM SUPPORT Boys and Girls Clubs of Scottsdale 10533 East Lakeview Drive Scottsdale AZ 85258 860133718 501(C)3 151111 PROGRAM SUPPORT United Food Bank 358 East Javelina Avenue Mesa AZ 85210 860505273 501(C)3 148760 PROGRAM SUPPORT Girl Scouts - AZ Cactus-Pine 119 E Coronado Rd Phoenix AZ 85004 860133397 501(C)3 131314 PROGRAM SUPPORT Read Better Be Better 1517 E Palm Lane Phoenix AZ 85006 474003520 501(C)3 112800 PROGRAM SUPPORT Stardust Building Supplies Inc 1720 West Broadway Road Suite 101 Mesa AZ 85202 860868376 501(C)3 110000 8388178 FMV VARIOUS IN-KIND PROGRAM SUPPORT Arizona YWCA Metropolitan Phoenix 2999 N 44th St Ste 250 Phoenix AZ 85018 860098936 501(C)3 111995 PROGRAM SUPPORT New Pathways for Youth Inc 2833 North 3rd Street Phoenix AZ 85004 860615007 501(C)3 125217 PROGRAM SUPPORT Boy Scouts of America Grand Canyon Council 2969 N Greenfield Road Phoenix AZ 85016 860101295 501(C)3 146787 PROGRAM SUPPORT Arizona Kids Think Too 3150 N 24th St Phoenix AZ 85016 455318781 501(C)3 91638 PROGRAM SUPPORT St Joseph The Worker 1125 West Jackson Street Phoenix AZ 85007 860600437 501(C)3 116745 PROGRAM SUPPORT Banner Olive Branch Senior Center 11250 North 107th Avenue Sun City AZ 85351 942745413 501(C)3 88481 PROGRAM SUPPORT Dysart Community Center 14414 North El Mirage Road El Mirage AZ 85335 866031134 501(C)3 87059 PROGRAM SUPPORT EMPACTSuicide Prevention Center 1232 East Broadway Road Suite 120 Tempe AZ 85282 742562293 501(C)3 94603 PROGRAM SUPPORT Child Crisis Arizona PO Box 4114 Mesa AZ 85211 860324144 501(C)3 214398 PROGRAM SUPPORT Upward for Children and Families 6306 North 7th Street Phoenix AZ 85014 860221195 501(C)3 90978 PROGRAM SUPPORT Free Arts for Abused Children of Arizona 352 E Camelback Rd Suite 101 Phoenix AZ 85012 860739613 501(C)3 125439 PROGRAM SUPPORT East Valley Adult Resources 45 W University Mesa AZ 85201 942596075 501(C)3 75894 PROGRAM SUPPORT Desert Mission Inc 9100 N 2nd Street Suite 301 Phoenix AZ 85020 860096941 501(C)3 65482 PROGRAM SUPPORT Wesley Community Center 1300 South 10th Street Phoenix AZ 85034 860133770 501(C)3 64987 PROGRAM SUPPORT Tempe Community Council 34 East 7th Street Building A Tempe AZ 85281 510189790 501(C)3 62085 PROGRAM SUPPORT Trellis 1405 E McDowell Rd Phoenix AZ 85006 510152395 501(C)3 62245 PROGRAM SUPPORT ICAN - Positive Programs for Youth 650 E Morelos St Chandler AZ 85225 860761030 501(C)3 72237 PROGRAM SUPPORT Phoenix Indian Center Inc 4520 North Central Avenue Suite 250 Phoenix AZ 85012 866006566 501(C)3 60729 PROGRAM SUPPORT Arizona Center for Afterschool Excellence 112 N Central Avenue Ste 700 Phoenix AZ 85004 861009220 501(C)3 50000 PROGRAM SUPPORT Chicanos Por La Causa - Phoenix 1112 East Buckeye Road Phoenix AZ 85034 860227210 501(C)3 63310 PROGRAM SUPPORT WORLD HUNGER ECUMENICAL ARIZONA TASK FORCE 4000 North 7th Street Phoenix AZ 85014 742386488 501(C)3 42499 PROGRAM SUPPORT Jumpstart for Young Children Inc 308 Congress Street Boston MA 02210 043262046 501(C)3 40000 PROGRAM SUPPORT Aid To Adoption Of Special Kids 2320 North 20th Street Phoenix AZ 85006 860611935 501(C)3 100355 PROGRAM SUPPORT Southwest Autism Research & Resource Ctr 300 North 18th Street Phoenix AZ 85006 311496646 501(C)3 93138 PROGRAM SUPPORT Stand for Children Leadership Center 645 N 4th Avenue Phoenix AZ 85003 521957214 501(C)3 30000 PROGRAM SUPPORT Florence Crittenton Services 715 West Mariposa Street Phoenix AZ 85013 860103282 501(C)3 50756 184 FMV VARIOUS IN-KIND PROGRAM SUPPORT Helping Hands for Single Moms PO Box 7737 Goodyear AZ 85338 680489835 501(C)3 29986 PROGRAM SUPPORT Waste Not Inc 1700 North Granite Reef Road Scottsdale AZ 85257 860650514 501(C)3 49772 PROGRAM SUPPORT Arizona Career Pathways 108 N 40th St SO Bldg Rm 1146 Phoenix AZ 85034 274590173 501(C)3 22500 184 FMV VARIOUS IN-KIND PROGRAM SUPPORT Greater Phoenix Urban League 1402 South 7th Avenue Phoenix AZ 85007 860124189 501(C)3 25690 PROGRAM SUPPORT Children's Action Alliance 4001 N 3rd Street Ste 160 Phoenix AZ 85012 860594785 501(C)3 27681 PROGRAM SUPPORT National Council On Alcohol 4201 North 16th Street Suite 140 Phoenix AZ 85016 860208873 501(C)3 18991 PROGRAM SUPPORT Phoenix Shanti Group 2345 West Glendale Avenue Phoenix AZ 85021 860592079 501(C)3 24670 PROGRAM SUPPORT Neighbors Who Care 10450 E Riggs Road Ste 113 Sun Lakes AZ 85248 860966061 501(C)3 15986 PROGRAM SUPPORT Phoenix Rescue Mission 1801 S 35th Avenue Phoenix AZ 85009 866057771 501(C)3 41644 PROGRAM SUPPORT Neighborhood Ministries 1918 West Van Buren Street Phoenix AZ 85009 860809052 501(C)3 13741 PROGRAM SUPPORT Homeless ID Project 1125 W Jackson Street Phoenix AZ 85007 860664652 501(C)3 12024 PROGRAM SUPPORT Center for the Future of Arizona 541 E Van Buren Phoenix AZ 85004 820538372 501(C)3 10000 PROGRAM SUPPORT Arizona Children Association 2833 North Third Street Phoenix AZ 85004 860096772 501(C)3 18672 PROGRAM SUPPORT Society of St Vincent de Paul 420 West Watkins Road Phoenix AZ 85003 860096789 501(C)3 100653 PROGRAM SUPPORT YMCA of Southern Arizona 60 West Alameda Street Tucson AZ 85701 860101237 501(C)3 7569 PROGRAM SUPPORT Boys & Girls Club of Tucson Inc PO BOX 40217 Tucson AZ 85717 860172257 501(C)3 13000 PROGRAM SUPPORT St Vincent De Paul Society 420 West Watkins Street Phoenix AZ 85002 860570967 501(C)3 19284 PROGRAM SUPPORT Northbridge College Success Program 7000 E Shea Blvd Ste J-262 Scottsdale AZ 85254 471080353 501(C)3 7500 PROGRAM SUPPORT Local First Arizona Foundation 407 E Roosevelt Street Phoenix AZ 85004 261657951 501(C)3 25000 PROGRAM SUPPORT National Summer Learning Association Inc 575 South Charles Street Suite 310 Baltimore MD 21201 263356271 501(C)3 15000 PROGRAM SUPPORT Arizona State University PO Box 876011 Tempe AZ 85287 866051042 GOVERNMENT 53502 PROGRAM SUPPORT Osborn School District #8 1226 W Osborn Rd Phoenix AZ 85013 866000486 GOVERNMENT 14330 PROGRAM SUPPORT Intuitive Directions LLC 7751 N Dreamy Draw Drive Phoenix AZ 85020 264354103 65900 PROGRAM SUPPORT School Rise PO Box 802508 Chicago IL 60680 204434655 179845 PROGRAM SUPPORT HOM Inc 3829 N 3rd Street Phoenix AZ 85012 860767336 947651 PROGRAM SUPPORT The University of Arizona 1303 E University Tucson AZ 85719 742652689 GOVERNMENT 29696 PROGRAM SUPPORT Housing Authority of Maricopa County 8910 N 78th Avenue Bldg D Peoria AZ 85345 866000281 35900 PROGRAM SUPPORT Pascua Yaqui Tribe 7474 S Camino de Oeste Tucson AZ 85757 860203228 8195 PROGRAM SUPPORT Peoria Unified School District 11 6330 W Thunderbird Road Glendale AZ 85306 866000488 GOVERNMENT 56000 PROGRAM SUPPORT Isaac Elementary School District #5 4135 W Thomas Road Business Center Phoenix AZ 85019 866000483 GOVERNMENT 152527 PROGRAM SUPPORT Alhambra Elementary School District No 68 4510 N 37th Avenue Phoenix AZ 85019 866000510 GOVERNMENT 48000 PROGRAM SUPPORT Liberty Elementary School District #25 19871 W Fremont Road Buckeye AZ 85326 866000493 GOVERNMENT 8000 PROGRAM SUPPORT County of Maricopa Tempe School District 3 3205 South Rural Rd Tempe AZ 85282 866000480 GOVERNMENT 8000 PROGRAM SUPPORT FTF QUALITY FIRST SCHOLARSHIPS TO PROVIDERS 1515 E OSBORN Phoenix AZ 85014 41110598 PROGRAM SUPPORT Direct Designations to Various Agencies 1515 E OSBORN Phoenix AZ 85014 501(C)3 8481950 PROGRAM SUPPORT CMTY INITIATIVE FUNDING TO VARIOUS AGENCIES 1515 E OSBORN Phoenix AZ 85014 501(C)3 391751 85902 fmv VARIOUS IN-KIND PROGRAM SUPPORT 1579 643 SCHEDULE I, PART I, LINE 2 VALLEY OF THE SUN UNITED WAY (VSUW) MONITORS THE USE OF GRANTS IN SEVERAL WAYS. AGENCIES MUST PROVIDE TO VSUW PROJECTED AND ACTUAL FINANCIAL INFORMATION, CLIENT BENEFICIARY DATA AND SERVICE STATISTICS INCLUDING SPECIFIED PERIODIC OUTCOME MEASUREMENT DATA IN VSUW'S REQUIRED FORMAT FOR ALL VSUW-FUNDED PROGRAMS UPON REQUEST. IN SOME SITUATIONS, PROVIDING OUTCOME DATA WILL INCLUDE COOPERATION AND COLLABORATION WITH AN OUTSIDE EVALUATOR APPOINTED BY VSUW. ON-GOING FUNDING LEVELS MAY BE IMPACTED BY THE PROGRAM(S) ABILITY TO DEMONSTRATE APPROPRIATE OUTCOME ACHIEVEMENT. VSUW ALSO CONDUCTS ON-SITE VISITS FOR BOTH FISCAL AND PROGRAMMATIC MONITORING AND ENSURES ALL AGENCIES RECEIVING FUNDS ARE IN COMPLIANCE WITH THE U.S. PATRIOT ACT. VALLEY OF THE SUN UNITED WAY PROCESSES A VARIETY OF DONOR DESIGNATIONS. FUNDS ARE DIRECTED TO THE ORGANIZATIONS AS REQUESTED BY THE DONOR AFTER VERIFYING THEY ARE LEGITIMATE 501(C(3) ORGANIZATIONS AND THEY COMPLY WITH THE PATRIOT ACT. IN FISCAL YEAR 2018, VSUW DIRECTED THESE FUNDS TO NEARLY 2,000 AGENCIES. VALLEY OF THE SUN UNITED WAY DOES NOT HAVE DISCRETION TO AWARD THESE DESIGNATIONS, BUT MUST FOLLOW THE REQUEST OF THE DONOR. IF THE DESIGNEE DOES NOT QUALIFY UNDER THE 501(C(3) OR PATRIOT ACT REQUIREMENTS THE DONOR IS CONTACTED TO REDIRECT THE DONATION. SCHEDULE I, PART II FIRST THINGS FIRST - QUALITY FIRST SCHOLARSHIPS TO ELIGIBLE PROVIDERS: MANY WORKING, LOW-INCOME FAMILIES STRUGGLE TO PAY FOR QUALITY CHILD CARE. SOME MUST CHOOSE BETWEEN A JOB OR LEAVING THEIR CHILDREN IN CARE THAT IS NOT THEIR FIRST CHOICE. EARLY CARE AND EDUCATION PROVIDERS ENROLLED IN QUALITY FIRST MAY BE ELIGIBLE TO OFFER QUALITY FIRST SCHOLARSHIPS, WHICH HELP LOW-INCOME FAMILIES WITH CHILDREN BIRTH TO AGE 5 AFFORD QUALITY CHILD CARE. QUALITY FIRST SCHOLARSHIPS HELP EARLY CARE AND EDUCATION PROVIDERS FILL PAID SLOTS IN THEIR PROGRAM AND REIMBURSE THEM FOR SOME OF THE EXPENSES OF PROVIDING QUALITY (HIGHER WAGES FOR MORE EXPERIENCED AND EDUCATED PROFESSIONALS, LOW STAFF-TO-CHILD RATIOS AND SMALL GROUP SIZES, ETC.). THE NUMBER OF SCHOLARSHIPS ASSIGNED TO EACH SITE AND THE REIMBURSEMENT RATE ARE BASED ON THE SIZE OF THE PROGRAM AND ITS QUALITY FIRST STAR RATING. PROGRAMS WITH STAR RATINGS IN THE QUALITY LEVELS RECEIVE MORE SCHOLARSHIPS AND HIGHER REIMBURSEMENTS FOR EACH SCHOLARSHIP. X true true X X X X X false false false false false false false true false MERL WASCHLER PRESIDENT AND CEO 317125 0 85834 0 28254 0 88233 0 15083 0 534529 0 0 0 TANYA MUNIZ CHIEF FINANCIAL OFFICER 167466 0 355 0 355 0 7773 0 15216 0 191165 0 0 0 BRIAN SPICKER CHIEF PROGRAM OFFICER 174076 0 462 0 20704 0 8823 0 7685 0 211750 0 0 0 NANCY DEAN CHIEF STRATEGY OFFICER 186022 0 355 0 1739 0 8697 0 19442 0 216255 0 0 0 KEN BROOKS CHIEF INFORMATION OFFICER 172187 0 355 0 4646 0 7933 0 0 0 185121 0 0 0 TAMERA SKROVAN CHIEF DONOR IMPACT OFFICER 172456 0 355 0 814 0 7765 0 0 0 181390 0 0 0 CHRISTINE FRAZER CHIEF HUMAN RESOURCE OFFICER 169012 0 355 0 814 0 7762 0 7685 0 185628 0 0 0 SCHEDULE J, PART I, LINE 1A A NOMINAL HOLIDAY BONUS PLUS A GROSS UP FOR TAXES IS PAID TO EMPLOYEES WITH AT LEAST ONE YEAR OF SERVICE. THE AMOUNTS ARE TAXABLE IN THE CURRENT YEAR AND, AS SUCH, ARE INCLUDED IN REPORTABLE COMPENSATION IN PART VII AND SCHEDULE J, PART II. SCHEDULE J, PART I, LINE 7 THE CEO IS ELIGIBLE TO RECEIVE AN ANNUAL BONUS AS DETERMINED BY A REVIEW OF HIS PERFORMANCE AGAINST ESTABLISHED GOALS BY THE BOARD CHAIR AND COMPENSATION COMMITTEE. THE BONUS IS DETERMINED ANNUALLY WITH AN AMOUNT RANGING FROM 0% - 30%. A "REBUTTABLE PRESUMPTION CHECKLIST" IS COMPLETED BY THE COMPENSATION COMMITTEE WITH REGARD TO THE CEO COMPENSATION PACKAGE. THE CHECKLIST DETERMINES THE AMOUNT BASED ON THE PERFORMANCE AND THE PAYMENT RANGE, ALONG WITH A COMPENSATION STUDY. THE COMPENSATION STUDY INCLUDES COMPENSATION DATA FROM EXTERNAL SALARY CONSULTANTS THAT COMPARE OTHER SIMILAR ORGANIZATIONS AND UNITED WAYS IN SIMILAR COMMUNITIES. SCHEDULE J, PART II MERL WASCHLER IS A PARTICIPANT IN A RETENTION AGREEMENT. IN 2017, $72,500 WAS DEFERRED UNDER THIS AGREEMENT. THIS AMOUNT IS INCLUDED IN THE REPORTED DEFERRED COMPENSATION FOR MR. WASCHLER. X 8388816 COST/SELLING PRICE X 948 5334 COST/SELLING PRICE X Classroom Equipment 129 24710 COST/SELLING PRICE X Tickets 2621 59669 COST/SELLING PRICE false true true SCHEDULE M, PART I, COLUMN (B) THE ORGANIZATION REPORTS, IN SCHEDULE M, PART I, COLUMN (B), THE NUMBER OF ITEMS RECEIVED, NOT THE NUMBER OF CONTRIBUTIONS. SCHEDULE M, PART I, LINE 32B VSUW CONTRACTS WITH A THIRD PARTY TO SOLICIT, PROCESS AND DISTRIBUTE NONCASH CONTRIBUTIONS. THE CONTRACTED ORGANIZATION ACCEPTS IN-KIND, DONATED PRODUCTS AND DISTRIBUTES ITEMS TO NONPROFITS AND THEIR CLIENTS TO BENEFIT THE COMMUNITY, PER CONTRACTUAL REQUIREMENTS. FORM 990, PART I, LINE 6 VALLEY OF THE SUN UNITED WAY (VSUW) HAS NEARLY 5,000 VOLUNTEERS WHO ASSIST THE ORGANIZATION IN A VARIETY OF CAPACITIES. VSUW'S VOLUNTEERS ARE A KEY COMPONENT TO THE SUCCESS OF THE ORGANIZATION. VSUW RELIES HEAVILY ON THE GUIDANCE OF KEY VOLUNTEERS TO APPROVE BUDGETS AND DISTRIBUTIONS TO THE COMMUNITY. VSUW HAS VOLUNTEERS IN SEVERAL POSITIONS TO INCLUDE BOARD/POLICY MAKING, CAMPAIGN, COMMUNITY IMPACT, ENDOWMENT, PUBLIC POLICY, AND A VARIETY OF DIRECT SERVICES. FORM 990, PART I, LINE 1 AND PART III, LINES 4A-4C VALLEY OF THE SUN UNITED WAY IS AN ARIZONA NON-PROFIT ORGANIZATION WHOSE MISSION IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF ITS COMMUNITY. THE ORGANIZATION WAS FORMED IN 1925 AND HAS ADDRESSED MARICOPA COUNTYS MOST IMPORTANT HEALTH AND HUMAN CARE NEEDS FOR MORE THAN 90 YEARS. VALLEY OF THE SUN UNITED WAY DEVELOPS AND SUPPORTS PROGRAMS AND INITIATIVES TO BREAK THE CYCLE OF POVERTY IN MARICOPA COUNTY. BREAKING THE CYCLE OF POVERTY IS NOT EASY, AND NO SINGLE ORGANIZATION CAN DO IT ALONE. THATS WHY UNITED WAY WORKS WITH SCHOOLS, NON-PROFITS, BUSINESSES, GOVERNMENT AND FAITH-BASED ORGANIZATIONS TO END THE CYCLE OF HOMELESSNESS AND HUNGER; ENSURE KIDS SUCCEED IN SCHOOL AND BEYOND; AND INCREASE FINANCIAL STABILITY. UNITED WAY IS BUILDING A STRONGER COMMUNITY FOR ALL TO LIVE, WORK AND RAISE OUR FAMILIES. VISION: BUILD A CARING COMMUNITY WHERE ALL KIDS SUCCEED, FAMILIES ARE SELF-SUFFICIENT AND ALL PEOPLE ENJOY MAXIMUM HEALTH AND INDEPENDENCE. UNITED WAY HELPS FAMILIES THRIVE TOGETHER WITH COMMUNITY PARTNERS, VSUW DEVELOPS AND SUPPORTS INITIATIVES AND PROGRAMS TO ENSURE EVERY PERSON HAS THE OPPORTUNITY TO ACHIEVE THE ASPIRATIONS SHARED BY ALL: A GOOD EDUCATION FOR OUR CHILDREN, FOOD ON THE TABLE, A PERMANENT PLACE TO CALL HOME, AND FINANCIAL STABILITY. ENSURE KIDS SUCCEED VSUW FIGHTS FOR KIDS TO SUCCEED IN SCHOOL BY ASSISTING WITH KINDERGARTEN READINESS, 4TH GRADE READING PROFICIENCY, AND INCREASED ACCESS TO QUALITY AFTER-SCHOOL AND SUMMER PROGRAMS. INCREASE FINANCIAL STABILITY VSUW INCREASES FINANCIAL STABILITY BY EDUCATING INDIVIDUALS ABOUT MANAGING THEIR PERSONAL FINANCES AND PROVIDING WORKFORCE PREPARATION SERVICES TO YOUTH AND ADULTS THAT LIVE IN POVERTY. END HUNGER AND HOMELESSNESS VSUW WORKS TO END CHRONIC HUNGER AND HOMELESSNESS FOR INDIVIDUALS AND FAMILIES. BY PROVIDING PERMANENT HOUSING FOR PEOPLE THAT SUFFERED HOMELESSNESS FOR YEARS, VSUW GIVES THEM A HAND UP TO END THEIR HOMELESSNESS. IN HUNGER, VSUW WORKS WITH LOW-INCOME SCHOOLS TO PROVIDE THE BREAKFAST IN THE CLASSROOM PROGRAM FOR ELEMENTARY-AGE KIDS AND PROVIDE WEEKEND MEALS FOR STUDENTS AT PARTNER SCHOOLS. FORM 990, PART VI, LINE 1A PURSUANT TO THE BYLAWS, VALLEY OF THE SUN UNITED WAY'S EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE CORPORATION, THE CHAIRPERSONS OF THE STANDING COMMITTEES AND SUCH ADDITIONAL PERSONS, WHO ARE THEN SERVING ON THE BOARD, AS MAY BE APPOINTED BY THE CHAIRPERSON. IN AN EMERGENCY, THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE ALL THE POWERS OF THE BOARD, EXCEPT AS LIMITED BY LAW OR BOARD RESOLUTION. ANY EMERGENCY ACTION TAKEN SHALL BE SUBMITTED TO THE BOARD FOR RATIFICATION. FORM 990, PART VI, LINE 11B THE FORM IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE FINANCE DIRECTOR. AFTER REVIEW BY THE CHIEF FINANCIAL OFFICER, THE DRAFT 990 IS PRESENTED TO THE VSUW FINANCE COMMITTEE TO REVIEW AND APPROVE. THE 990 IS POSTED AS AN AGENDA ITEM TO DISCUSS AND REVIEW. THE ACCOUNTING FIRM THAT PREPARES THE 990 IS PRESENT TO ASSIST WITH ANSWERING QUESTIONS AT THE FINANCE COMMITTEE MEETING. A FINAL DRAFT 990 IS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO THE FINAL SUBMISSION OF THE FORM 990. THE BOARD RECEIVES COPIES OF THE 990 AFTER THE FINANCE COMMITTEE HAS REVIEWED AND APPROVED IT. UPON REVIEW, THE 990 IS SIGNED AND SUBMITTED TO THE IRS. FORM 990, PART VI, LINE 12C VSUW SENDS THE CONFLICT OF INTEREST POLICY STATEMENT AND SURVEY TO THE BOARD OF DIRECTORS ON A REGULAR BASIS. A WEB-BASED SURVEY AND THE POLICY ARE SENT TO THE INTERESTED PARTIES VIA EMAIL. THE EXECUTIVE OFFICE MONITORS AND MAKES THE EFFORT TO ENSURE ALL INTERESTED PARTIES COMPLETE THE SURVEY AND ACKNOWLEDGE THE CONFLICT OF INTEREST POLICY. VSUW STAFF IS ALSO TRAINED AND EDUCATED ANNUALLY ON THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, LINE 15A OFFICER COMPENSATION - CEO THE COMPENSATION COMMITTEE, A SUBCOMMITTEE OF THE VSUW BOARD OF DIRECTORS, REVIEWS AND DETERMINES THE COMPENSATION OF THE PRESIDENT/CEO ON AN ANNUAL BASIS. THE COMPENSATION REVIEW CONSIDERS COMPENSATION DATA FROM AN INDEPENDENT COMPENSATION CONSULTANT AND RELEVANT COMPENSATION SURVEYS OR STUDIES, INCLUDING COMPARISON OF IRS FORM 990 COMPENSATION INFORMATION FROM SIMILAR AREA ORGANIZATIONS. THE COMPENSATION COMMITTEE COMPLETES A REBUTTABLE PRESUMPTION CHECKLIST WITH REGARD TO DETERMINING CEO COMPENSATION.THE COMPENSATION COMMITTEE CONSISTS OF THE VSUW BOARD CHAIR, THE VSUW FINANCE & AUDIT COMMITTEE CHAIR, AND TWO OTHER MEMBERS APPOINTED BY THE VSUW BOARD CHAIR. IF A MEMBER OF THE COMPENSATION COMMITTEE RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM VSUW FOR SERVICES, THEN THAT MEMBER IS PRECLUDED FROM PARTICIPATING IN DISCUSSIONS OR VOTES PERTAINING TO THAT MEMBER'S COMPENSATION. FORM 990, PART VI, LINE 19 THE ORGANIZATION'S FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE READILY AVAILABLE ON THE VSUW WEBSITE AT WWW.VSUW.ORG. OTHER DOCUMENTS SUCH AS IRS DETERMINATION LETTER, CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND OTHER POLICIES ARE POSTED ON THE VSUW INTRANET AND ARE SUPPLIED TO EXTERNAL PARTIES UPON REQUEST. FORM 990, PART VII IN ADDITION TO VOTING DIRECTORS, HONORARY MEMBERS ARE INCLUDED ON THE VALLEY OF THE SUN UNITED WAY BOARD OF DIRECTORS TO HELP GUIDE THE BOARD DECISIONS AND PROVIDE VALUABLE ADVICE AND OPINIONS. IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS, THEY ARE NOT LISTED ON THE PART VII OF THE 990 BECAUSE THEY ARE NONVOTING; HOWEVER, THEY ARE RECOGNIZED AS VALLEY OF THE SUN UNITED WAY BOARD MEMBERS. THE INDIVIDUALS INCLUDED ARE: BRAD SMITH CHRISTINE WILKINSON DON SMITH, JR. JOHN BOUMA LEARN UNITED LLC 3200 E CAMELBACK ROAD STE 375 PHOENIX AZ 85018 814030025 VIRTUAL TUTOR DE -156000 -294000 VSUW VALLEY OF THE SUN UNITED WAY FOUNDATION C BOOK VALUE