UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC (EIN 86-0098932)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-03-30
- IRS object ID
- 201940899349300209
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-03-30T11:01:22-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 480573184 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REGIER CARR & MONROE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4801 E BROADWAY BLVD SUITE 501 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860098932 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF TUCSON AND SOUTHERN | BusinessNameLine1Txt |
| Business Name Line2 | ARIZONA INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5209039000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 N COMMERCE PARK LOOP 200 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85745 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONY PENN | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 5209039000 | PhoneNum |
| Signature | 2019-03-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID B BARBER CPACFECGMA | PreparerPersonNm |
| PTIN | P00348638 | PTIN |
| Phone | 5206248229 | PhoneNum |
| Preparation | 2019-03-28 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.88.174.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-03-28 | IPDt |
| IP Tm | 14:19:14 | IPTm |
| IP Timezone | US | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0A8E55678B7B83B4EC5760EDEE9C0368C65AAAD9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 959851C9807580A44FF91E92F0DEDC7FD2DFCCFE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | TONY PENN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 N COMMERCE PARK LOOP 200 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85745 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,179,104 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDWAYTUCSON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1942 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | BUILDING A THRIVING COMMUNITY BY UNITING PEOPLE, IDEAS AND RESOURCES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 26 | VotingMembersIndependentCnt |
| Total Employee | 60 | TotalEmployeeCnt |
| Total Volunteers | 4758 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $12,949,273 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,820,491 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $261,812 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $128,332 | CYProgramServiceRevenueAmt |
| PY Investment Income | $79,356 | PYInvestmentIncomeAmt |
| CY Investment Income | $153,771 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$19,426 | PYOtherRevenueAmt |
| CY Other Revenue | -$14,819 | CYOtherRevenueAmt |
| PY Total Revenue | $13,271,015 | PYTotalRevenueAmt |
| CY Total Revenue | $12,087,775 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $8,207,696 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,774,225 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,744,889 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,954,685 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $973,077 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,662,903 | PYOtherExpensesAmt |
| CY Other Expenses | $1,897,048 | CYOtherExpensesAmt |
| PY Total Expenses | $12,615,488 | PYTotalExpensesAmt |
| CY Total Expenses | $11,625,958 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $655,527 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $461,817 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $12,325,344 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,328,916 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,760,416 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,210,246 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,564,928 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,118,670 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR VISION IS A COMMUNITY WHERE EVERY CHILD RECEIVES A HIGH-QUALITY EDUCATION FROM BIRTH TO CAREER, EVERY ADULT HAS THE OPPORTUNITY TO THRIVE FINANCIALLY AND IN THE WORKPLACE, AND EVERY OLDER PERSON CAN RETIRE AND AGE WITH DIGNITY AND INDEPENDENCE. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $8,946,701 | ExpenseAmt |
| Grant | $5,893,301 | GrantAmt |
| Revenue | $128,332 | RevenueAmt |
| Desc | UNITED WAY OF TUCSON AND SOUTHERN ARIZONA (UWTSA) TRANSFORMS INDIVIDUAL LIVES AND BRINGS LONG-LASTING SYSTEMIC CHANGE TO OUR COMMUNITY BY FOCUSING ON THE KEY, UNDERLYING ISSUES. WE FIGHT FOR QUALITY EDUCATION, FINANCIAL STABILITY AND HEALTHY COMMUNITIES FOR EVERY PERSON IN TUCSON AND SOUTHERN ARIZONA. OUR ROLE AS COMMUNITY CONVENER ENABLES US TO FORM STRATEGIC PARTNERSHIPS, MOBILIZE THE BEST RESOURCES AND BE THE CATALYST FOR NEEDED, POSITIVE CHANGE. UWTSA EMPHASIZES MEASURABLE RESULTS AND MONITORS PROGRAM PERFORMANCE AND RESULTS OF COMMUNITY PARTNERS THAT RECEIVE UWTSA FINANCIAL SUPPORT.(SEE SCHEDULE O FOR ADDITIONAL DETAILS).KEY 2017 - 2018 RESULTS INCLUDE:CHILDREN RECEIVED 184,972 AGE-APPROPRIATE BOOKS TO BUILD THEIR PERSONAL HOME LIBRARIES 6,400 FAMILIES RECEIVED GUIDANCE FOR RAISING AND NURTURING THEIR CHILD EITHER IN THE HOME OR AT COMMUNITY-BASED SETTINGS550 INDIVIDUALS LEARNED NEW DEVELOPMENTALLY APPROPRIATE EARLY CHILDHOOD EDUCATION AND SYSTEMS BUILDING SKILLS255 OPPORTUNITY YOUTH WERE SUPPORTED TO SUSTAIN THEIR ENGAGEMENT IN CONNECTING EDUCATION AND CAREER PATHWAYS THROUGH THE RE-ENGAGEMENT CENTERS.16,875 LOW-INCOME WORKING FAMILIES USED NO-FEE TAX PREPARATION SERVICES AT VITA SITES TO RECEIVE ALL APPROPRIATE TAX CREDITS550 FAMILIES AND YOUTH RECEIVED SERVICES TO BECOME MORE FINANCIALLY STABLE6,073 SENIORS BECAME MORE ACTIVE AND INDEPENDENT THROUGH VOLUNTEERING 188,091 HOURS TO SUPPORT OTHER SENIORS AND FAMILIES TO MEET THEIR NEEDS17,833 SENIORS WERE ABLE TO STAY AT HOME BECAUSE OF HELP AND SUPPORT FROM QUALITY PROGRAMS5,139 INDIVIDUALS LEARNED ABOUT HOW TO PLAN FOR THEIR END OF LIFE CHOICES THROUGH WORKSHOPS, COACHING SESSIONS, AND PROVIDER-SPECIFIC LEARNING OPPORTUNITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $880,924 | ExpenseAmt |
| Grant | $880,924 | GrantAmt |
| Desc | ALLOCATIONS - THROUGH UNITED WAY'S ANNUAL CAMPAIGN, UNITED WAY RAISES FUNDS TO DISTRIBUTE TO HEALTH AND WELFARE PROGRAMS AND SERVICES ADMINISTERED BY NOT-FOR-PROFIT AGENCIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $9,827,625 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 60 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 26 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5209039000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 N COMMERCE PARK LOOP SUITE 200 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85745 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| LILIAN BRANTLEY-THOMPSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| COLLETTE BROWN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT CAMPBELL | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM DICKSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LINDA DRAKE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALLISON DUFFY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| NEAL ECKEL | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRANK GRIJALVA | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID HUTCHENS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE KENNEDY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LEE LAMBERT | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ADDIE LIENING | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JILL MALICK | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EDMUND MARQUEZ | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CATHERINE MERRILL | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER PHILLIPS | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROBERT RAMIREZ | ||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CATHERINE RIES | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALLEN REID | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOEL ROHLIK | ||||||
| VICE-CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROBERT ROBBINS | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ADRIANA KONG ROMERO | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CALLINE SANCHEZ | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JEAN SAVAGE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARY SNIDER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL STAPLETON-SMITH | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HOWARD STEWART | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL TEES | ||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| HEATH VESCOVI-CHIORDI | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FRED YAMASHITA | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TONY PENN | ||||||
| PRESIDENT & CEO | 40.00 | $238,195 | $0 | $26,944 | Yes (X) | |
| MARY HUERSTEL | ||||||
| COO | 40.00 | $139,749 | $0 | $9,350 | Yes (X) | |
| CLAY BACON | ||||||
| CFO | 40.00 | $0 | $0 | $0 | Yes (X) | |
| LAVONNE DOUVILLE | ||||||
| SR VICE PRESIDENT | 40.00 | $119,764 | $0 | $4,891 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $497,708 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $41,185 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $51,860 | FundraisingAmt |
| Related Organizations | $50,000 | RelatedOrganizationsAmt |
| Government Grants | $5,273,543 | GovernmentGrantsAmt |
| All Other Contributions | $6,445,088 | AllOtherContributionsAmt |
| Noncash Contributions | $84,798 | NoncashContributionsAmt |
| Total Contributions | $11,820,491 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SERVICE FEE INCOME | 900099 | $107,248 | $107,248 |
| PROGRAM FEES | 900099 | $21,084 | $21,084 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $128,332 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $147,120 | TotalRevenueColumnAmt |
| Exclusion | $147,120 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,062,006 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,055,355 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,651 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,651 | TotalRevenueColumnAmt |
| Exclusion | $6,651 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $21,155 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $51,860 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $35,974 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$14,819 | TotalRevenueColumnAmt |
| Exclusion | -$14,819 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,087,775 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $128,332 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $138,952 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,759,232 | TotalAmt |
| Program Services | $6,759,232 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,993 | TotalAmt |
| Program Services | $14,993 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $532,560 | TotalAmt |
| Program Services | $313,548 | ProgramServicesAmt |
| Management And General | $86,879 | ManagementAndGeneralAmt |
| Fundraising | $132,133 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,911,522 | TotalAmt |
| Program Services | $1,125,422 | ProgramServicesAmt |
| Management And General | $311,834 | ManagementAndGeneralAmt |
| Fundraising | $474,266 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,334 | TotalAmt |
| Program Services | $54,837 | ProgramServicesAmt |
| Management And General | $12,646 | ManagementAndGeneralAmt |
| Fundraising | $21,851 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,303 | TotalAmt |
| Program Services | $140,271 | ProgramServicesAmt |
| Management And General | $31,538 | ManagementAndGeneralAmt |
| Fundraising | $55,494 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,966 | TotalAmt |
| Program Services | $118,627 | ProgramServicesAmt |
| Management And General | $29,213 | ManagementAndGeneralAmt |
| Fundraising | $46,126 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,409 | TotalAmt |
| Management And General | $4,409 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,514 | TotalAmt |
| Management And General | $43,514 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,543 | TotalAmt |
| Management And General | $33,543 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $483,087 | TotalAmt |
| Program Services | $388,799 | ProgramServicesAmt |
| Management And General | $18,428 | ManagementAndGeneralAmt |
| Fundraising | $75,860 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,412 | TotalAmt |
| Program Services | $34,939 | ProgramServicesAmt |
| Management And General | $6,899 | ManagementAndGeneralAmt |
| Fundraising | $9,574 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $187,320 | TotalAmt |
| Program Services | $124,483 | ProgramServicesAmt |
| Management And General | $13,839 | ManagementAndGeneralAmt |
| Fundraising | $48,998 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $489,468 | TotalAmt |
| Program Services | $369,259 | ProgramServicesAmt |
| Management And General | $89,973 | ManagementAndGeneralAmt |
| Fundraising | $30,236 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,682 | TotalAmt |
| Program Services | $67,057 | ProgramServicesAmt |
| Management And General | $6,212 | ManagementAndGeneralAmt |
| Fundraising | $6,413 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,053 | TotalAmt |
| Program Services | $38,806 | ProgramServicesAmt |
| Management And General | $14,918 | ManagementAndGeneralAmt |
| Fundraising | $6,329 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,878 | TotalAmt |
| Management And General | $5,878 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,909 | TotalAmt |
| Program Services | $69,792 | ProgramServicesAmt |
| Management And General | $22,166 | ManagementAndGeneralAmt |
| Fundraising | $27,951 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,961 | TotalAmt |
| Management And General | $29,961 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,430 | TotalAmt |
| Program Services | $501 | ProgramServicesAmt |
| Management And General | $11,929 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| EVENTS AND PROMOTIONAL | $99,888 | $96,938 | $1,306 | $1,644 |
| EQUIPMENT | $89,280 | $59,938 | $14,782 | $14,560 |
| TELEPHONE | $27,079 | $18,923 | $4,664 | $3,492 |
| PROFESSIONAL DUES | $23,756 | $13,192 | $7,843 | $2,721 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,379 | TotalAmt |
| Program Services | $18,068 | ProgramServicesAmt |
| Management And General | $22,882 | ManagementAndGeneralAmt |
| Fundraising | $15,429 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,625,958 | TotalAmt |
| Program Services | $9,827,625 | ProgramServicesAmt |
| Management And General | $825,256 | ManagementAndGeneralAmt |
| Fundraising | $973,077 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $447,333 | BOYAmt |
| EOY | $832,027 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,545,125 | BOYAmt |
| EOY | $1,785,367 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,455,358 | BOYAmt |
| EOY | $3,868,098 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $89,264 | BOYAmt |
| EOY | $84,322 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,864 | BOYAmt |
| EOY | $53,685 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $247,673 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $190,976 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,659 | BOYAmt |
| EOY | $56,697 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,505,416 | BOYAmt |
| EOY | $5,476,282 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,917 | BOYAmt |
| EOY | $43,771 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,408 | BOYAmt |
| EOY | $128,667 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,325,344 | BOYAmt |
| EOY | $12,328,916 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $459,207 | BOYAmt |
| EOY | $610,602 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $786,125 | BOYAmt |
| EOY | $594,978 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,166 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,512,918 | BOYAmt |
| EOY | $1,004,666 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,760,416 | BOYAmt |
| EOY | $2,210,246 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,155,857 | BOYAmt |
| EOY | $5,456,598 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,795,507 | BOYAmt |
| EOY | $3,048,508 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,613,564 | BOYAmt |
| EOY | $1,613,564 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,564,928 | BOYAmt |
| EOY | $10,118,670 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,325,344 | BOYAmt |
| EOY | $12,328,916 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $461,817 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $86,666 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $5,259 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,413,556 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,761,447 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,478,448 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,949,273 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,820,491 | CurrentTaxYearAmt |
| Total | $68,423,215 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,413,556 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,761,447 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,478,448 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,949,273 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,820,491 | CurrentTaxYearAmt |
| Total | $68,423,215 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $68,423,215 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $82,941 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $70,959 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $111,808 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $88,994 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $168,275 | CurrentTaxYearAmt |
| Total | $522,977 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $68,946,192 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,575,415 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99240 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99420 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 44 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $390,645 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $633,525 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,463,511 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,826,963 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $83,238 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $73,544 | OtherExpendituresAmt |
| Administrative Expenses | $13,045 | AdministrativeExpensesAmt |
| End Year Balance | $1,823,612 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,803,543 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $103,809 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $65,831 | OtherExpendituresAmt |
| Administrative Expenses | $14,558 | AdministrativeExpensesAmt |
| End Year Balance | $1,826,963 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,833,395 | BeginningYearBalanceAmt |
| Contributions | $2,301 | ContributionsAmt |
| Investment Earnings Or Losses | $48,308 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $65,766 | OtherExpendituresAmt |
| Administrative Expenses | $14,695 | AdministrativeExpensesAmt |
| End Year Balance | $1,803,543 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,881,169 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $37,043 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $70,369 | OtherExpendituresAmt |
| Administrative Expenses | $14,448 | AdministrativeExpensesAmt |
| End Year Balance | $1,833,395 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,800,181 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $172,267 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $77,314 | OtherExpendituresAmt |
| Administrative Expenses | $13,965 | AdministrativeExpensesAmt |
| End Year Balance | $1,881,169 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.88000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $682 | OtherCostOrOtherBasisAmt |
| Depreciation | $682 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $87,439 | OtherCostOrOtherBasisAmt |
| Depreciation | $64,039 | DepreciationAmt |
| Book Value | $23,400 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $159,552 | OtherCostOrOtherBasisAmt |
| Depreciation | $126,255 | DepreciationAmt |
| Book Value | $33,297 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $56,697 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITY PAYMENT OBLIGATIONS | $82,311 |
| CUSTODIAL LIABILITIES | $922,355 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,004,666 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ORGANIZATION'S PERMANENTLY RESTRICTED ENDOWMENT FUNDS CONSIST OF TWO INDIVIDUAL FUNDS ESTABLISHED FOR CHILDREN'S PROGRAMS AND GENERAL OPERATIONS. |
| PART X, LINE 2: | BOTH UWTSA AND UWCC ARE EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THEIR TAX EXEMPT PURPOSE MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, CONTRIBUTIONS TO UWTSA AND UWCC QUALIFY FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A)(11) AND THEY ARE CLASSIFIED AS ORGANIZATIONS OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2) AND 509(A)(1), RESPECTIVELY. MANAGEMENT BELIEVES THAT, UWTSA AND UWCC HOLD NO UNCERTAIN TAX POSITIONS AND, THEREFORE, HAVE NO POLICY FOR EVALUATING THEM. UWTSA AND UWCC'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAXES AND ARIZONA FORMS 99, ARIZONA EXEMPT ORGANIZATION ANNUAL INFORMATION RETURN, ARE GENERALLY SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR THREE YEARS AND THE ARIZONA DEPARTMENT OF REVENUE FOR FOUR YEARS, RESPECTIVELY, AFTER THE DATE THE RETURNS WERE FILED. ALL PRIOR YEAR RETURNS HAVE BEEN TIMELY FILED. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | BUSINESS BREAKFAST | Event1Nm |
| Gross Receipts Event1 | $73,015 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $51,860 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $21,155 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $9,429 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $14,134 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $12,411 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $73,015 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $51,860 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $21,155 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $9,429 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $14,134 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $12,411 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $35,974 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$14,819 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (122 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 100 CLUB OF ARIZONA - PHOENIX | |||||||
| 333 N 44TH STREET STE 100 | PHOENIX | AZ | 85008 | 501(C)(3) | $51,054 | GENERAL USE | |
| AMERICAN RED CROSS - SO AZ CHAPTER | |||||||
| PO BOX 73857 | CHICAGO | IL | 60673 | 501(C)(3) | $12,224 | GENERAL USE | |
| AMERICAN RED CROSS-CFC | |||||||
| PO BOX 73857 | CHICAGO | IL | 60673 | 501(C)(3) | $8,322 | GENERAL USE | |
| AMERICA'S CHARITIES | |||||||
| PO BOX 75083 | BALTIMORE | MD | 21275 | 501(C)(3) | $15,964 | GENERAL USE | |
| AMERICA'S MOST COST-EFFECTIVE CHARITIES | |||||||
| 1100 LARKSPUR LANDING CIRLCE STE | LARKSPUR | CA | 94939 | 501(C)(3) | $8,104 | GENERAL USE | 340 |
| AMPHITHEATER PUBLIC SCHOOL DISTRICT | |||||||
| 701 W WETMORE ROAD | TUCSON | AZ | 85705 | 501(C)(3) | $126,615 | GENERAL USE | |
| ANIMAL CHARITIES OF AMERICA | |||||||
| PO BOX 45754 | SAN FRANCISCO | CA | 94145 | 501(C)(3) | $27,743 | GENERAL USE | |
| ANIMAL CRUSADERS OF ARIZONA INC | |||||||
| PO BOX 31586 | TUCSON | AZ | 85751 | 501(C)(3) | $5,083 | GENERAL USE | |
| ARIZONA CHILDREN ASSOCIATION | |||||||
| 3716 E COLUMBIA STREET | TUCSON | AZ | 85714 | 501(C)(3) | $154,080 | GENERAL USE | |
| ARIZONA CITIZENS FOR THE ARTS | |||||||
| 420 W ROOSEVELT ROAD STE 208 | PHOENIX | AZ | 85003 | 501(C)(3) | $5,000 | GENERAL USE | |
| ARIZONA GREYHOUND & ANIMAL RESCUE FUND | |||||||
| 8987 E TANQUE VERDE ROAD 153 | TUCSON | AZ | 85749 | 501(C)(3) | $5,183 | GENERAL USE | |
| ARIZONA THEATRE COMPANY | |||||||
| PO BOX 1631 | TUCSON | AZ | 85702 | 501(C)(3) | $10,000 | GENERAL USE | |
| BANNER HEALTH FOUNDATION | |||||||
| 2901 N CENTRAL AVENUE STE 160 | PHOENIX | AZ | 85012 | 501(C)(3) | $22,500 | GENERAL USE | |
| BARRINGTON HISTORY MUSEUM | |||||||
| 212 W MAIN STREET | BARRINGTON | IL | 60010 | 501(C)(3) | $5,000 | GENERAL USE | |
| BIG BROTHERS BIG SISTERS | |||||||
| 160 E ALAMEDA STREET | TUCSON | AZ | 85701 | 501(C)(3) | $19,844 | GENERAL USE | |
| BORDER PATROL FOUNDATION | |||||||
| PO BOX 15851 | ARLINGTON | VA | 22115 | 501(C)(3) | $33,047 | GENERAL USE | |
| BOY SCOUTS CATALINA COUNCIL | |||||||
| 2250 E BROADWAY BLVD | TUCSON | AZ | 85719 | 501(C)(3) | $10,763 | GENERAL USE | |
| BOYS & GIRLS CLUBS OF TUCSON | |||||||
| PO BOX 40217 | TUCSON | AZ | 85717 | 501(C)(3) | $19,654 | GENERAL USE | |
| BRANDY STATION FOUNDATION | |||||||
| PO BOX 165 | BRANDY STATION | VA | 22714 | 501(C)(3) | $20,000 | GENERAL USE | |
| CANCER CURE OF AMERICA | |||||||
| PO BOX 45754 | SAN FRANCISCO | CA | 94145 | 501(C)(3) | $17,279 | GENERAL USE | |
| CASA DE LOS NINOS | |||||||
| 1120 N 5TH AVENUE | TUCSON | AZ | 85705 | 501(C)(3) | $632,527 | GENERAL USE | |
| CASA MARIA FREE KITCHEN | |||||||
| 401 E 26TH STREET | TUCSON | AZ | 85713 | 501(C)(3) | $8,145 | GENERAL USE | |
| CATHOLIC COMMUNITY SERVICES | |||||||
| 140 W SPEEDWAY BLDG130 | TUCSON | AZ | 85705 | 501(C)(3) | $94,177 | GENERAL USE | |
| CATHOLIC COMMUNITY SERVICES IN SOUTHERN ARIZONA | |||||||
| 6049 E HIGHWAY 90 | SIERRA VISTA | AZ | 85635 | 501(C)(3) | $5,072 | GENERAL USE | |
| CATHOLIC FOUNDATION - DIOCESE OF TUCSON | |||||||
| PO BOX 31 | TUCSON | AZ | 85702 | 501(C)(3) | $8,212 | GENERAL USE | |
| CATHOLIC SERVICE ORGANIZATIONS OF AMERICA | |||||||
| PO BOX 45754 | SAN FRANCISCO | CA | 94145 | 501(C)(3) | $9,406 | GENERAL USE | |
| CHILD & FAMILY RESOURCES - TUCSON | |||||||
| 2800 E BROADWAY BLVD | TUCSON | AZ | 85716 | 501(C)(3) | $852,059 | GENERAL USE | |
| CHILDREN FIRST- AMERICA'S CHARITIES | |||||||
| PO BOX 75083 | BALTIMORE | MD | 21275 | 501(C)(3) | $11,892 | GENERAL USE | |
| CHILDREN'S CHARITIES OF AMERICA | |||||||
| PO BOX 45754 | SAN FRANCISCO | CA | 94145 | 501(C)(3) | $10,423 | GENERAL USE | |
| CHILDREN'S MEDICAL CHARITIES OF AMERICA | |||||||
| PO BOX 45754 | SAN FRANCISCO | CA | 94145 | 501(C)(3) | $12,200 | GENERAL USE | |
| CHRISTIAN CHARITIES USA | |||||||
| PO BOX 45754 | SAN FRANCISCO | CA | 94145 | 501(C)(3) | $5,029 | GENERAL USE | |
| CHRISTIAN SERVICE CHARITIES | |||||||
| 44330 PREMIER PLAZA 220 | ASHBURN | VA | 20147 | 501(C)(3) | $25,995 | GENERAL USE | |
| CITIZENS UNITED FOR RESEARCH IN EPILESPY | |||||||
| 430 W ERIE STREET STE 210 | CHICAGO | IL | 60654 | 501(C)(3) | $20,000 | GENERAL USE | |
| CODAC BEHAVIORAL HEALTH SERVICES | |||||||
| 1650 E FORT LOWELL ROAD 202 | TUCSON | AZ | 85719 | 501(C)(3) | $24,711 | GENERAL USE | |
| COMMUNITY FOOD BANK OF SOUTHERN ARIZONA | |||||||
| PO BOX 551 | TUCSON | AZ | 85702 | 501(C)(3) | $87,648 | GENERAL USE | |
| COMMUNITY HEALTH CHARITIES | |||||||
| 200 N GLEBE ROAD 801 | ARLINGTON | VA | 22203 | 501(C)(3) | $88,316 | GENERAL USE | |
| COMMUNITY HEALTH CHARITIES ()LOCAL | |||||||
| PO BOX 758858 | BALTIMORE | MD | 21275 | 501(C)(3) | $9,090 | GENERAL USE | |
| COMMUNITY HEALTH CHARITIES OF ARIZONA | |||||||
| PO BOX 758858 | BALTIMORE | MD | 21275 | 501(C)(3) | $5,424 | GENERAL USE | |
| CONSERVATION & PRESERVATION CHARITIES OF AMERICA | |||||||
| PO BOX 45754 | SAN FRANCISCO | CA | 94145 | 501(C)(3) | $6,567 | GENERAL USE | |
| DIRECT CENTER FOR INDEPENDENCE | |||||||
| 1001 N ALVERNON WAY STE 101 | TUCSON | AZ | 85711 | 501(C)(3) | $40,107 | GENERAL USE | |
| DIRECT RELIEF INTERNATIONAL (207789) | |||||||
| 27 S LA PATERA LANE | SANTA BARBARA | CA | 93117 | 501(C)(3) | $15,000 | GENERAL USE | |
| EARLY CHILDHOOD DEVELOPMENT GROUP (ECDG) | |||||||
| 3472 E FT LOWELL ROAD | TUCSON | AZ | 85716 | 501(C)(3) | $149,000 | GENERAL USE | |
| EARTHSHARE | |||||||
| DEPT 4011 | WASHINGTON | DC | 20042 | 501(C)(3) | $12,549 | GENERAL USE | |
| EASTER SEALS BLAKE FOUNDATION | |||||||
| 7750 E BROADWAY BLVD | TUCSON | AZ | 85710 | 501(C)(3) | $769,703 | GENERAL USE | |
| EMERGE | |||||||
| 2545 E ADAMS STREET | TUCSON | AZ | 85716 | 501(C)(3) | $9,498 | GENERAL USE | |
| FOUNDATION FOR POTTSTOWN EDUCATION | |||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | 501(C)(3) | $25,000 | GENERAL USE | |
| GIRL SCOUTS OF SOUTHERN ARIZONA | |||||||
| 4300 E BROADWAY BLVD | TUCSON | AZ | 85711 | 501(C)(3) | $8,680 | GENERAL USE | |
| GLOBAL IMPACT | |||||||
| PO BOX 409616 | ATLANTA | GA | 30384 | 501(C)(3) | $18,852 | GENERAL USE | |
| GOODWILL INDUSTRIES - TUCSON | |||||||
| 1940 E SILVERLAKE 405 | TUCSON | AZ | 85713 | 501(C)(3) | $135,546 | GENERAL USE | |
| GOSPEL RESCUE MISSION OF TUCSON | |||||||
| 707 W MIRACLE MILE ROAD | TUCSON | AZ | 85705 | 501(C)(3) | $40,248 | GENERAL USE | |
| HABITAT FOR HUMANITY TUCSON | |||||||
| 3501 N MOUNTAIN AVENUE | TUCSON | AZ | 85719 | 501(C)(3) | $12,780 | GENERAL USE | |
| HANDS OF HOPE | |||||||
| PO BOX 17070 | TUCSON | AZ | 85731 | 501(C)(3) | $14,911 | GENERAL USE | |
| HEALTH & MEDICAL RESEARCH CHARITIES OF AMERICA | |||||||
| PO BOX 45754 | SAN FRANCISCO | CA | 94145 | 501(C)(3) | $29,414 | GENERAL USE | |
| HEALTH FIRST - AMERICA'S CHARITIES | |||||||
| PO BOX 75083 | BALTIMORE | MD | 21275 | 501(C)(3) | $5,635 | GENERAL USE | |
| HERMITAGE NO-KILL CAT SHELTER | |||||||
| PO BOX 13508 | TUCSON | AZ | 85732 | 501(C)(3) | $12,126 | GENERAL USE | |
| HUMAN CARE CHARITIES OF AMERICA | |||||||
| 1100 LARKSPUR LANDING CIRLCE STE | LARKSPUR | CA | 94939 | 501(C)(3) | $6,081 | GENERAL USE | 340 |
| HUMANE SOCIETY OF SOUTHERN ARIZONA | |||||||
| 635 W ROGER ROAD | TUCSON | AZ | 85705 | 501(C)(3) | $74,518 | GENERAL USE | |
| INTERFAITH COMMUNITY SERVICES | |||||||
| 2820 W INA ROAD | TUCSON | AZ | 85741 | 501(C)(3) | $65,486 | GENERAL USE | |
| JIMMY JET FOUNDATION | |||||||
| 1500 E VALENCIA ROAD | TUCSON | AZ | 85706 | 501(C)(3) | $7,512 | GENERAL USE | |
| JUNIOR ACHIEVEMENT OF ARIZONA | |||||||
| 6339 E SPEEDWAY BLVD STE 109 | TUCSON | AZ | 85710 | 501(C)(3) | $10,000 | GENERAL USE | |
| LA FRONTERA | |||||||
| 504 W 29TH STREET | TUCSON | AZ | 85713 | 501(C)(3) | $7,370 | GENERAL USE | |
| LA POSADA AT PARK CENTRE INC | |||||||
| 780 S PARK CENTRE AVENUE | GREEN VALLEY | AZ | 85614 | 501(C)(3) | $8,000 | GENERAL USE | |
| LAW ENFORCEMENT UNITED INC | |||||||
| 1826 ROKEBY AVENUE | CHESAPEAKE | VA | 23320 | 501(C)(3) | $20,000 | GENERAL USE | |
| LITERACY CONNECTS RORSA | |||||||
| 200 E YAVAPAI ROAD | TUCSON | AZ | 85705 | 501(C)(3) | $59,457 | GENERAL USE | |
| LUTHERAN SOCIAL SERVICES SW | |||||||
| 6303 E TANQUE VERDE ROAD 101 | TUCSON | AZ | 85715 | 501(C)(3) | $11,409 | GENERAL USE | |
| MAKE WAY FOR BOOKS | |||||||
| 700 N STONE AVENUE | TUCSON | AZ | 85705 | 501(C)(3) | $159,079 | GENERAL USE | |
| MAKE-A-WISH FOUNDATION ARIZONA | |||||||
| 2901 N 78TH STREET | SCOTTSDALE | AZ | 85251 | 501(C)(3) | $5,931 | GENERAL USE | |
| MARANA UNIFIED SCHOOL DISTRICT | |||||||
| 11279 W GRIER ROAD 115-A | MARANA | AZ | 85653 | 501(C)(3) | $79,608 | GENERAL USE | |
| MEDICAL RESEARCH CHARITIES | |||||||
| 125 WASHINGTON STREET STE 201 | SALEM | MA | 01970 | 501(C)(3) | $6,484 | GENERAL USE | |
| MILITARY FAMILY AND VETERANS SERVICE ORGANIZATIONS | |||||||
| PO BOX 45754 | SAN FRANCISCO | CA | 94145 | 501(C)(3) | $42,113 | GENERAL USE | |
| MILITARY SUPPORT GROUPS OF AMERICA | |||||||
| PO BOX 45754 | SAN FRANCISCO | CA | 94145 | 501(C)(3) | $17,836 | GENERAL USE | |
| MOBILE MEALS OF TUCSON INC | |||||||
| 4803 E 5TH STREET 209 | TUCSON | AZ | 85711 | 501(C)(3) | $5,032 | GENERAL USE | |
| NORTHEAST PROVINCE OF THE SOCIETY OF JESUS | |||||||
| 39 E 83RD STREET | NEW YORK | NY | 10028 | 501(C)(3) | $5,000 | GENERAL USE | |
| OUR FAMILY SERVICES | |||||||
| 2590 N ALVERNON WAY | TUCSON | AZ | 85712 | 501(C)(3) | $110,394 | GENERAL USE | |
| PARENT AID CHILD ABUSE PREVENTION CENTER | |||||||
| 2580 E 22ND STREET | TUCSON | AZ | 85713 | 501(C)(3) | $213,495 | GENERAL USE | |
| PIMA COMMUNITY COLLEGE | |||||||
| 4905-C E BROADWAY BLVD | TUCSON | AZ | 85709 | 501(C)(3) | $70,727 | GENERAL USE | |
| PIMA COUNCIL ON AGING | |||||||
| 8467 E BROADWAY BLVD | TUCSON | AZ | 85710 | 501(C)(3) | $167,886 | GENERAL USE | |
| PIMA COUNTY ANIMAL CARE CENTER | |||||||
| 4000 N SILVERBELL ROAD | TUCSON | AZ | 85745 | 501(C)(3) | $27,622 | GENERAL USE | |
| PIMA PREVENTION PARTNERSHIP | |||||||
| 924 N ALVERNON WAY | TUCSON | AZ | 85711 | 501(C)(3) | $21,641 | GENERAL USE | |
| PIO DECIMO CENTER | |||||||
| 848 S 7TH AVENUE | TUCSON | AZ | 85701 | 501(C)(3) | $64,570 | GENERAL USE | |
| PLANNED PARENTHOOD OF ARIZONA | |||||||
| 4751 N 15TH STREET | PHOENIX | AZ | 85014 | 501(C)(3) | $31,581 | GENERAL USE | |
| POTTSTOWN PUBLIC LIBRARY | |||||||
| 500 HIGH STREET | POTTSTOWN | PA | 19464 | 501(C)(3) | $10,000 | GENERAL USE | |
| PRIMAVERA FOUNDATION INC | |||||||
| 151 W 40TH STREET | TUCSON | AZ | 85711 | 501(C)(3) | $5,863 | GENERAL USE | |
| READING IS FUNDAMENTAL INC | |||||||
| 750 FIRST STREET NE STE 920 | WASHINGTON | DC | 20002 | 501(C)(3) | $10,000 | GENERAL USE | |
| RETIRED PAWS | |||||||
| 528 W CAMINO CURVITAS | SAHUARITA | AZ | 85629 | 501(C)(3) | $13,381 | GENERAL USE | |
| RIALTO THEATER FOUNDATION | |||||||
| 318 E CONGRESS STREET | TUCSON | AZ | 85702 | 501(C)(3) | $5,277 | GENERAL USE | |
| RONALD MCDONALD HOUSE TUCSON | |||||||
| 2155 E ALLEN ROAD | TUCSON | AZ | 85719 | 501(C)(3) | $11,266 | GENERAL USE | |
| SALPOINTE CATHOLIC EDUCATION FOUNDATION | |||||||
| 1545 E COPPER STREET | TUCSON | AZ | 85719 | 501(C)(3) | $5,500 | GENERAL USE | |
| SALVATION ARMY - TUCSON | |||||||
| 1002 N MAIN AVENUE | TUCSON | AZ | 85705 | 501(C)(3) | $5,528 | GENERAL USE | |
| SAVING ANIMALS FROM EUTHANASIA | |||||||
| 3661 N CAMPBELL AVENUE PMB220 | TUCSON | AZ | 85719 | 501(C)(3) | $6,294 | GENERAL USE | |
| SOUTHERN ARIZONA AIDS FOUNDATION | |||||||
| 375 S EUCLID AVENUE | TUCSON | AZ | 85719 | 501(C)(3) | $5,076 | GENERAL USE | |
| SO ARIZONA ASSOCEDUCATION OF YOUNG CHILDREN | |||||||
| PO BOX 68475 | ORO VALLEY | AZ | 85737 | 501(C)(3) | $97,373 | GENERAL USE | |
| SOUTHERN ARIZONA RESEARCH SCIENCE & ENGINEERING FAIR | |||||||
| 4574 E BROADWAY BLVD | TUCSON | AZ | 85711 | 501(C)(3) | $6,320 | GENERAL USE | |
| SPOTSYLVANIA EDUCATIONAL FOUNDATION | |||||||
| 8020 RIVER STONE DRIVE | FREDERICKSBURG | VA | 22407 | 501(C)(3) | $14,000 | GENERAL USE | |
| ST ANDREW'S PRESBYTERIAN CHURCH | |||||||
| 7650 N PASEO DEL NORTE | TUCSON | AZ | 85704 | 501(C)(3) | $6,000 | GENERAL USE | |
| ST ELIZABETH'S HEALTH CENTER INC | |||||||
| 140 W SPEEDWAY BLVD 100 | TUCSON | AZ | 85705 | 501(C)(3) | $5,351 | GENERAL USE | |
| ST VINCENT DE PAUL SOCIETY | |||||||
| 601 E FT LOWELL ROAD | TUCSON | AZ | 85705 | 501(C)(3) | $11,828 | GENERAL USE | |
| SUNNYSIDE UNIFIED SCHOOL DISTRICT | |||||||
| 2238 E GINTER ROAD | TUCSON | AZ | 85706 | 501(C)(3) | $411,937 | GENERAL USE | |
| THE AMERIND FOUNDATION INC | |||||||
| PO BOX 400 | DRAGOON | AZ | 85609 | 501(C)(3) | $5,000 | GENERAL USE | |
| TEEN CHALLENGE OF ARIZONA INC | |||||||
| PO BOX 5966 | TUCSON | AZ | 85703 | 501(C)(3) | $8,787 | GENERAL USE | |
| TMC FOUNDATION | |||||||
| 5301 E GRANT ROAD PATIO BLDG | TUCSON | AZ | 85712 | 501(C)(3) | $10,303 | GENERAL USE | |
| TOHONO O'ODHAM COMMUNITY COLLEGE | |||||||
| PO BOX 3129 | SELLS | AZ | 85634 | 501(C)(3) | $100,000 | GENERAL USE | |
| TUCSON FESTIVAL OF BOOKS | |||||||
| 1209 E UNIVERSITY BLVD ROOM 104 | TUCSON | AZ | 85721 | 501(C)(3) | $5,000 | GENERAL USE | |
| TUCSON MUSEUM OF ART | |||||||
| 140 N MAIN AVENUE | TUCSON | AZ | 85701 | 501(C)(3) | $10,500 | GENERAL USE | |
| TUCSON SYMPHONY ORCHESTRA SOCIETY | |||||||
| 2175 N 6TH AVENUE | TUCSON | AZ | 85705 | 501(C)(3) | $26,575 | GENERAL USE | |
| TUCSON URBAN LEAGUE | |||||||
| 2305 S PARK AVENUE | TUCSON | AZ | 85713 | 501(C)(3) | $18,536 | GENERAL USE | |
| TUCSON YOUTH DEVELOPMENT INC | |||||||
| 1901 N STONE AVENUE | TUCSON | AZ | 85705 | 501(C)(3) | $13,420 | GENERAL USE | |
| US FUND FOR UNICEF | |||||||
| 125 MAIDEN LANE 10TH FLOOR | NEW YORK | NY | 10038 | 501(C)(3) | $10,126 | GENERAL USE | |
| UNITED WAY OF ETOWAH COUNTY ALABAMA INC | |||||||
| 605 S 4TH STREET | GADSDEN | AL | 35901 | 501(C)(3) | $8,335 | GENERAL USE | |
| UNITED WAY OF NORTHERN ARIZONA | |||||||
| 1515 E CEDAR AVENUE STE D-1 | FLAGSTAFF | AZ | 86004 | 501(C)(3) | $32,086 | GENERAL USE | |
| UNITED WAY OF PINAL COUNTY | |||||||
| PO BOX 10541 | CASA GRANDE | AZ | 85222 | 501(C)(3) | $24,242 | GENERAL USE | |
| UNIVERSITY OF ARIZONA | |||||||
| PO BOX 210109 | TUCSON | AZ | 85719 | 501(C)(3) | $105,809 | GENERAL USE | |
| UNIVERSITY OF ARIZONA - COOPERATIVE EXTENSION | |||||||
| PO BOX 210109 | TUCSON | AZ | 85719 | 501(C)(3) | $87,184 | GENERAL USE | |
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||
| PO BOX 210416 RM 210 | TUCSON | AZ | 85719 | 501(C)(3) | $66,183 | GENERAL USE | |
| VAIL UNIFIED SCHOOL DISTRICT | |||||||
| PO BOX 800 | VAIL | AZ | 85641 | 501(C)(3) | $45,950 | GENERAL USE | |
| VERITAS ACADEMY OF TUCSON | |||||||
| PO BOX 35263 | TUCSON | AZ | 85740 | 501(C)(3) | $10,000 | GENERAL USE | |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 BELFORT ROAD STE 300 | JACKSONVILLE | FL | 32256 | 501(C)(3) | $24,302 | GENERAL USE | |
| XAVIER UNIVERSITY OF LOUISIANA | |||||||
| 1 DREXEL DRIVE BOX 66 | NEW ORLEANS | LA | 70125 | 501(C)(3) | $5,000 | GENERAL USE | |
| YMCA OF SOUTHERN ARIZONA | |||||||
| PO BOX 1111 | TUCSON | AZ | 85702 | 501(C)(3) | $8,925 | GENERAL USE | |
| YWCA OF SOUTHERN ARIZONA | |||||||
| 525 N BONITA AVENUE | TUCSON | AZ | 85745 | 501(C)(3) | $12,622 | GENERAL USE | |
| YOUTH ON THEIR OWN | |||||||
| 1660 N ALVERNON WAY | TUCSON | AZ | 85712 | 501(C)(3) | $28,031 | GENERAL USE | |
| UNITED WAY CAPITAL CORPORATION | |||||||
| PO BOX 86750 | TUCSON | AZ | 85754 | 501(C)(3) | $747,367 | GENERAL USE | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 122 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| EMERGENCY ASSISTANCE | 28 | $12,251 |
| HEALTH AND NUTRITION | 3 | $2,742 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EACH FUNDED PROJECT REPORTS SERVICE AND FINANCIAL INFORMATION ON-LINE. PROJECT SPECIALISTS MONITOR REPORTS ON A QUARTERLY BASIS, VISIT SITES, AND REVIEW ANNUAL REPORTS, AUDITS AND OTHER AGENCY INFORMATION ON A REGULAR BASIS TO ENSURE COMPLIANCE. AGENCY AUDITS AND ANNUAL REPORTS ARE MAINTAINED IN A CENTRAL FILE. INVOICES ARE PROCESSED BY THE SPECIALIST AND ARE APPROVED AND PROCESSED THROUGH THE UWTSA FINANCIAL MANAGEMENT SYSTEM THAT TRACKS EXPENDITURES USING SPECIFIED PROJECT CODES. ALL EXPENDITURES ARE MONITORED CLOSELY TO ENSURE THEY ARE USED FOR THE INTENDED PURPOSES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TONY PENN | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $208,195 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $30,000 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $13,507 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $13,437 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $265,139 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | TONY PENN, CEO, PARTICIPATES IN A SUPPLEMENTAL DEFERRED COMPENSATION PLAN. COMPENSATION FOR THE YEAR WAS $8,000. |
| PART I, LINE 7 | THE PRESIDENT/CEO OF UWTSA IS ENTITLED TO RECEIVE PERFORMANCE BASED INCENTIVE COMPENSATION IN AN AMOUNT NOT TO EXCEED 20% OF THE ANNUALIZED BASE SALARY PER YEAR CONTINGENT UPON THE ACCOMPLISHMENT OF MEASURABLE PERFORMANCE STANDARDS TO BE ESTABLISHED BY MUTUAL AGREEMNENT BETWEEN THE PRESIDENT/CEO AND THE BOARD OF UWTSA. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL TEES | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | SECRETARY OF THE BOARD | RelationshipDescriptionTxt |
| Transaction | $27,055 | TransactionAmt |
| Transaction | THE SECRETARY OF OUR BOARD, PAUL TEES, IS THE MANAGING DIRECTOR AT BMO WEALTH MANAGEMENT, AND BMO CURRENTLY MANAGES MOST OF OUR INVESTMENT ACCOUNTS. WE PAID BMO $27,055 IN INVESTMENT MANAGEMENT FEES DURING FY 18. MR. TEES RECUSES HIMSELF FROM PARTICIPATING IN VOTING MATTERS INVOLVING THE RELATED TRANSACTIONS. | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $75,948 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | BOOKS | Desc |
| Contribution | 2950 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,850 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION REPORTED THE NUMBER OF CONTRIBUTORS IN RESPECT TO DONATIONS OF SECURITIES AND REPORTED THE NUMBER OF ITEMS WITH RESPECT TO THE BOOKS DONATED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | THE ARIZONA END OF LIFE CARE PARTNERSHIP, NEWLY FUNDED IN 2017-18, LEADS A LARGE NETWORK OF ORGANIZATIONS AND INDIVIDUALS COMMITTED TO FUNDAMENTALLY CHANGE THE WAY WE TALK ABOUT DEATH. THROUGH CENTRALIZED COMMUNITY END-OF-LIFE CARE DATA, RESEARCH, AND RESOURCES, WE GUIDE ORGANIZATIONS AND INDIVIDUALS IN IMPORTANT DECISIONS RELATED TO QUALITY CARE AND CHOICES. THE PARTNERSHIP BRINGS PEOPLE TOGETHER TO CREATE A GLOBAL MODEL FOR END OF LIFE CARE FOCUSED ON WORK ACROSS SIX PILLARS: COMMUNITY-BASED EDUCATION; COMMUNITY OUTREACH; HEALTHCARE PROVIDER EDUCATION; WORKFORCE DEVELOPMENT; FACILITY-BASED INITIATIVES; AND POLICY AND ADVOCACY. OUR VISION IS TO BE THE COMMUNITY VOICE IN LIVING AND ENDING WELL, FOCUSED ON CORE VALUES OF PERSON- AND FAMILY-CENTERED CARE, CLEAR AND COMPASSIONATE COMMUNICATION, AND COLLABORATION. THE QUALITY FIRST REDESIGN PILOT PROJECT WAS FUNDED IN 2017-18 TO PILOT A REVISED QUALITY FIRST IMPROVEMENT AND RATING PROCESS FOR SUPPORTING CHILD CARE CENTERS AND FAMILY CHILD CARE HOMES TO IMPROVE THE QUALITY OF CARE FOR YOUNG CHILDREN AND THEIR FAMILIES AND TO PREPARE CHILDREN FOR SUCCESS IN SCHOOL. THE PROGRAM WORKS WITH 40 CENTERS OR HOMES WITH COACHING AND TECHNICAL ASSISTANCE TO IMPROVE QUALITY. |
| FORM 990, PART III, LINE 3 | UNTIL JANUARY 15, 2017, UWTSA SERVED AS THE PRINCIPAL COMBINED FUND ORGANIZATION ("PCFO") FOR THE ARIZONA COMBINED FEDERAL CAMPAIGN, WHICH IS A CAMPAIGN SEPARATE FROM UWTSA'S CAMPAIGN AS IT TARGETS FEDERAL EMPLOYEES AND IS REGULATED BY THE FEDERAL OFFICE OF PERSONNEL MANAGEMENT ("OPM"). THE PRIMARY ROLE OF THE PCFO IS TO ADMINISTER THE LOCAL CAMPAIGN UNDER THE DIRECT CONTROL OF THE LOCAL FEDERAL COORDINATING COMMITTEE ("LFCC") AND OPM. AS THE PCFO, UWTSA HONORED DESIGNATIONS MADE TO EACH MEMBER ORGANIZATION BY DISTRIBUTING A PROPORTIONATE SHARE OF RECEIPTS BASED ON DONOR DESIGNATIONS TO EACH AGENCY. |
| FORM 990, PART VI, SECTION B, LINE 11B | AFTER THE AUDIT COMMITTEE HAS REVIEWED THE DRAFT 990, IT IS EMAILED TO EACH MEMBER OF THE BOARD FOR THEIR REVIEW. THE DRAFT 990 IS THEN VOTED ON FOR APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS ANNUALLY. |
| 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 TO THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | FORM 990, AUDIT REPORTS AND OTHER DOCUMENTS ARE POSTED ON OUR WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF REMAINDER INTEREST IN IRREVOCABLE TRUST 5,259. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION'S OVERSIGHT AND REVIEW PROCESS DID NOT CHANGE DURING THE CURRENT YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY CAPITAL CORPORATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 86750 | AddressLine1Txt |
| City | TUCSON | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 857546750 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860984771 | EIN |
| Primary Activities | CHARITABLE | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 12B, II | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| UNITED WAY CAPITAL CORPORATION | ||
| K | $254,420 | ACTUAL PAYMENT |
| UNITED WAY CAPITAL CORPORATION | ||
| M | $113,008 | FAIR MARKET VALUE |
| UNITED WAY CAPITAL CORPORATION | ||
| B | $747,367 | ACTUAL PAYMENT |
| UNITED WAY CAPITAL CORPORATION | ||
| C | $50,000 | ACTUAL PAYMENT |