2019-05-14T21:41:04-05:00 2018-06-30 410746749 CLIFTONLARSONALLEN LLP 20 E THOMAS RD STE 2300 PHOENIX AZ 85012 990 2017-07-01 860198599 MESA UNITED WAY INC MESA 4808342109 137 EAST UNIVERSITY DRIVE MESA AZ 852015929 MARK YOUNG PRESIDENT & CEO 4808342109 2019-05-14 1 JACQUELINE ECKMAN P01300648 6022662248 67.137.57.251 2019-05-14 09:28:41 US P 29E0587BA93A6A199F773AE5AB92E6D01B4A8886 66528650B4CFBDD6900F8FE16C7CFA4D2AF7FC52 2017 2020-01-14 16:20:31Z MARK YOUNG 137 EAST UNIVERSITY DRIVE MESA AZ 852015929 4947542 0 X WWW.MESAUNITEDWAY.ORG X 1966 AZ UNITING COMMUNITY. INSPIRING DONORS. IMPROVING LIVES. 43 43 108 450 0 0 3786127 3823941 0 0 117663 124043 4067 -4566 3907857 3943418 2555261 2158535 0 0 686452 776522 0 0 245062 787219 858303 4028932 3793360 -121075 150058 4947065 4838329 1514242 1245212 3432823 3593117 X UNITING COMMUNITY. INSPIRING DONORS. IMPROVING LIVES. 0 0 2084703 2084703 AGENCY ALLOCATIONS - SEE SCHEDULE O. 736101 64360 AMERICORPS "OPERATION SECOND WIND" - SEE SCHEDULE O. 243585 9472 COMMUNITY IMPACT - SEE SCHEDULE O. 173688 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. 105141 THE VOLUNTEER INCOME TAX ASSISTANCE (VITA):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 EIGHT YEARS HAS BEEN THE LEAD AGENCY FOR THE MESA PROGRAM. VOLUNTEERS ARE PROVIDED WITH TRAINING TO PREPARE TAX RETURNS AND THEN MUST PASS AN IRS CERTIFICATION TEST. DURING THE 2018 TAX SEASON, 82 MESA VITA VOLUNTEERS CONTRIBUTED OVER 5,000 HOURS OF THEIR TIME TO COMPLETE MORE THAN 6,200 TAX RETURNS. THIS FIGURE REPRESENTS AN INCREASE OF APPROXIMATELY 8% OVER THE 2017 TAX SEASON. DUE TO THEIR EFFORTS, OVER $4.5 MILLION TAX DOLLARS WERE RETURNED TO THE MEMBERS OF OUR COMMUNITY WHO NEED IT THE MOST. OVER 564 HOURS OF TAX PREPARATION SERVICES WERE PROVIDED AT SEVEN DIFFERENT SITES COVERING ALL AREAS OF MESA. THE FACILITIES FOR VITA SITES ARE PROVIDED BY NON-PROFIT MESA VITA COALITION PARTNERS. 278829 3343218 1 1 0 0 0 1 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 19 0 108 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 43 43 1 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AZ X X X THE ORGANIZATION 4809698601 137 EAST UNIVERSITY DRIVE MESA AZ 852015929 BRIAN ALLEN BOARD CHAIRMAN 1.00 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 1.00 X 0 0 0 BYRON F ALLEN BOARD MEMBER 1.00 1.00 X 0 0 0 BRYCE ARNETT BOARD MEMBER 1.00 X 0 0 0 DENNY BARNEY BOARD MEMBER 1.00 X 0 0 0 STEVE BECK BOARD MEMBER 1.00 X 0 0 0 CHRIS BRADY BOARD MEMBER 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 BETH COONS LEFT 0518 BOARD MEMBER 1.00 X 0 0 0 MICHAEL COWAN LEFT 0518 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 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 X 0 0 0 ANNE MCCAWLEY BOARD MEMBER 1.00 X 0 0 0 DEA MCDONALD BOARD MEMBER 1.00 X 0 0 0 TRAVIS MERRELL BOARD MEMBER 1.00 X 0 0 0 DEBBIE MIDDLETON BOARD MEMBER 1.00 X 0 0 0 LINDA MOESER BOARD MEMBER 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 1.00 X 0 0 0 JO WILSON BOARD MEMBER 1.00 1.00 X 0 0 0 JAN ZALE BOARD MEMBER 1.00 X 0 0 0 RYAN WINKLE LEFT 0717 BOARD MEMBER 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 MARK YOUNG PRESIDENT & CEO 40.00 2.00 X 85470 0 15041 W RICHARD JAMES V.P. OF BUSINESS & FINANCE 40.00 2.00 X 79280 0 14651 164750 0 29692 0 0 0 0 0 14500 3809441 108302 3823941 77339 77339 1044059 2203 999558 0 44501 2203 46704 46704 0 14500 4566 -4566 -4566 3943418 0 0 119477 X 2158535 2158535 194344 90511 93768 10065 420584 352230 68354 16065 13341 2724 90842 70892 4550 15400 54687 39412 6676 8599 21879 13541 1481 6857 25364 25364 409809 397252 12557 60260 17903 42357 60052 36256 4155 19641 103484 70921 8973 23590 19283 12819 4176 2288 15507 11370 1610 2527 93072 46536 23268 23268 11986 10750 1236 UNITED WAY OF AMERICA D 27567 27567 SPECIAL EVENTS 5382 5382 DUES AND SUBSCRIPTIONS 3749 949 2583 217 909 909 3793360 3343218 205080 245062 141307 79901 776619 730912 9737 0 21338 16240 2033982 832815 1291143 1201167 2436864 2546205 162872 163607 107185 100297 4947065 4838329 89564 104764 914418 632685 510260 507763 1514242 1245212 X 2602458 2720959 279183 320976 551182 551182 3432823 3593117 4947065 4838329 X 150058 17124 -6888 X X 0 1 X 1 0 X 3155530 3349956 3468686 3786127 3823941 17584240 3155530 3349956 3468686 3786127 3823941 17584240 17584240 36941 62769 75175 75690 77339 327914 4067 4067 17916221 105403 0.98150 0.98370 X 2 0 0 29936 1 1 605122 40784 6408 639498 590267 44785 23818 6112 605122 577022 43436 23686 6505 590267 590469 15680 23032 6095 577022 519689 31493 39287 590469 0.86190 0.13810 0 0 6745 6745 1745330 587904 1157426 274907 241061 33846 7000 3850 3150 1201167 CASH HELD IN TRUST 467875 CAPITAL LEASE OBLIGATIONS 39888 507763 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 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 CONSOLIDATED 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 CONSOLIDATED FINANCIAL STATEMENTS. MESA UNITED WAY FILES AS A TAX-EXEMPT ORGANIZATION. 2018 CAMPAIGN FINALE EVENT 7500 7500 1000 2017 COMMUNITY CELEBRATION 7000 7000 405 319 2420 422 14500 14500 1405 319 2420 422 4566 -4566 1 A NEW LEAF 868 E UNIVERSITY DR MESA AZ 85203 860256667 501C3 92875 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS AZ BRAINFOOD INC 2635 N RIDGE MESA AZ 85203 263946158 501C3 42983 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS BIG BROTHERS BIG SISTERS OF CENTRAL AZ 1010 E MCDOWELL STE 400 PHOENIX AZ 85006 860205254 501C3 8128 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS BOYS & GIRLS CLUB OF THE EAST VALLEY 1405 E GUADALUPE RD 4 TEMPE AZ 85283 860550646 501C3 21735 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS CHILD CRISIS CENTER PO BOX 4114 MESA AZ 85201 860407090 501C3 105812 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS COLLEGE BOUND 4222 E BROWN ROAD MESA AZ 85205 271997517 501C3 14547 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS COMMUNITY ALLIANCE AGAINST FAMILY ABUSE 879 N PLAZA DRIVE 101D APACHE JUNCTION AZ 85120 860912044 501C3 5050 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS COMMUNITY BRIDGES INC 1811 S ALMA SCHOOL ROAD 160 MESA AZ 85210 942880847 501C3 11250 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS COMMUNITY LEGAL SERVICES PO BOX 21538 PHOENIX AZ 85036 860166615 501C3 18614 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS EAST VALLEY ADULT RESOURCES 45 W UNIVERSITY DR A MESA AZ 852015831 942596075 501C3 41839 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS EAST VALLEY FIREFIGHTER CHARITIES FOUNDATION PO BOX 5954 MESA AZ 852115954 205187068 501C3 7053 DONOR DESIGNATIONS FOUNDATION FOR BLIND CHILDREN 1235 E HARMONT DR PHOENIX AZ 850203864 860129981 501C3 6363 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS GIRL SCOUTS ARIZONA CACTUS PINE COUNCIL PO BOX 21776 PHOENIX AZ 85036 860133397 501C3 10828 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS HACIENDA INC 1402 E SOUTH MOUNTAIN AVE PHOENIX AZ 85040 860253158 501C3 11289 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS HELEN'S HOPE CHEST 126 E UNIVERSITY DRIVE MESA AZ 85201 860198599 501C3 468293 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS HOUSE OF REFUGE 6935 E WILLIAMS FIELD RD MESA AZ 85212 860662244 501C3 25391 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS KIDS NEED TO READ 2450 W BROADWAY ROAD 110 MESA AZ 85202 262755631 501C3 6098 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST 5049 E BROADWAY BLVD 102 TUCSON AZ 857113646 860252302 501C3 13972 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS MARC COMMUNITY RESOURCES 924 N COUNTRY CLUB DR MESA AZ 85201 860137109 501C3 27673 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS MARICOPA COMMUNITY COLLEGES FOUNDATION 2419 W 14TH ST TEMPE AZ 85281 860327449 501C3 90145 DONOR DESIGNATIONS MESA COMMUNITY ACTION NETWORK 635 E BROADWAY RD MESA AZ 85204 860558407 501C3 5063 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS MESA FOUNDATION FOR EDUCATIONAL EXCELLENCE 549 N STAPLEY DR MESA AZ 85203 860550594 501C3 18005 DONOR DESIGNATIONS OAKWOOD CREATIVE CARE PO BOX 1213 MESA AZ 85211 860575242 501C3 25835 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS PAZ DE CRISTO COMMUNITY CENTER 424 W BROADWAY RD MESA AZ 85210 261669496 501C3 14752 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS SAVE THE FAMILY FOUNDATION OF AZ 450 W 4TH PLACE MESA AZ 85201 860665712 501C3 64042 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS ST JOSEPH THE WORKER PO BOX 13503 PHOENIX AZ 85002 860600437 501C3 10572 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS SUNSHINE ACRES 3405 N HIGLEY RD MESA AZ 85215 860196532 501C3 22969 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS THE SALVATION ARMY PO BOX 1120 MESA AZ 852111120 860096791 501C3 6178 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS UNITED FOOD BANK 245 S NINA DR MESA AZ 85210 860505273 501C3 55040 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS VALLEY OF THE SUN YMCA 350 N 1ST AVE PHOENIX AZ 85003 860096799 501C3 6138 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS 30 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 17179 IRS CHART X 9974 IRS CHART X 1 5200 FMV X 2 6000 FMV X 4 13350 FMV X ARIZONA DIAMONDBACKS TICKETS 500 55000 FACE VALUE X USA SKATELAND PASSES 50 630 FACE VALUE X GIFT CERTIFICATES AND PASSES 20 568 FACE VALUE X FOOD FOR VARIOUS EVENTS 2 401 RETAIL PRICE 0 1 0 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 MIXIMUM POSITIVE IMPACT ON THE PEOPLE OF MESA. WITH THE COMMUNITY CARE DOLLARS, 29 SOCIAL SERVICE AGENCIES PROVIDE 42 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 AMERICORPS "OPERATION SECOND WIND": 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. OPERATION SECOND WIND PLACES MESA RESIDENTS, MOST OF WHOM ARE OVER 55 YEARS OF AGE, AS DIRECT SERVICE DELIVERY PROFESSIONALS WITHIN NON-PROFIT AGENCIES THAT PROVIDE SERVICES TO THE NEEDY IN OUR COMMUNITY. ALL POSITIONS ARE PART-TIME. DURING THIS PAST YEAR, 73 OPERATION SECOND WIND MEMBERS SERVED OVER 42,000 HOURS AT 16 SEPARATE PROGRAMS OPERATED BY 9 DIFFERENT NON-PROFIT AGENCIES WITHIN MESA. THIS PROGRAM HAS BEEN RENEWED FOR AN EIGHTH YEAR AND WITH 74 MEMBERS SERVING MEMBERS OF THE COMMUNITY. 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, A PROGRAM DESIGNED TO ASSIST LOW-INCOME FAMILIES AND INDIVIDUALS WITH INCOME TAX RETURN PREPARATION; OPERATION SECOND WIND, AN AMERICORPS PROGRAM DESIGNED TO INCREASE THE CAPACITY OF MEMBER AGENCIES TO PROVIDE DIRECT SERVICES TO THOSE IN NEED; MORE FOR MESA, AN AMERICORPS VISTA PROGRAM DESIGNED TO LINK WILLING, SKILLED, ADULTS WITH CITY, SCHOOL, AND NON-PROFIT NEEDS AT A COMPENSATION LEVEL THAT IS WELL-BELOW MARKET RATE; READ ON MESA, A PROGRAM DESIGNED TO PUT BOOKS IN THE HANDS OF UNDERPRIVELIGED CHILDREN THROUGHOUT THE COMMUNITY; KIDS IN PHILANTHROPY, A PROGRAM WHICH INTRODUCES FIFTH AND SIXTH GRADE CHILDREN TO THE IMPORTANCE OF CHARITABLE GIVING AND THE IMPORTANT WORK BEING PERFORMED BY OUR PARTNER AGENCIES; VETERANS BRIDGE TO EMPLOYMENT, A PROGRAM DESIGNED TO CONSOLIDATE ALL VETERANS SERVICES UNDER ONE ROOF, THUS MAXIMIZING JOB PLACEMENT POTENTIAL FOR THE VETERAN; 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 2 JON NIELSON AND DAVID NIELSON HAVE A FAMILY RELATIONSHIP. 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. FORM 990, PART VI, SECTION B, LINE 12C 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. 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 2018. 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 AUDITED FINANCIAL STATEMENTS AND 990 ARE POSTED ON THE WEBSITE. KEY FINANCIAL DATA IS PUBLISHED IN ANNUAL REPORT TO THE PUBLIC. CONFLICT OF INTEREST POLICY AND LIST OF BOARD OF DIRECTORS ARE ALSO PUBLISHED ON THE ORGANIZATIONS WEBSITE. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 30,855. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,855. AMERICORPS PERSONNEL: PROGRAM SERVICE EXPENSES 360,753. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 360,753. PARYOLL AND CREDIT CARD PROCESSING FEES: PROGRAM SERVICE EXPENSES 5,644. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 12,557. TOTAL EXPENSES 18,201. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST IN CHARITABLE REMAINDER TRUSTS -6,888. 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 468293 FMV