2019-03-30T11:01:22-05:00 2018-06-30 480573184 REGIER CARR & MONROE LLP 4801 E BROADWAY BLVD SUITE 501 TUCSON AZ 85711 990 2017-07-01 860098932 UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC UNIT 5209039000 330 N COMMERCE PARK LOOP 200 TUCSON AZ 85745 TONY PENN PRESIDENT & CEO 5209039000 2019-03-28 1 DAVID B BARBER CPACFECGMA P00348638 5206248229 2019-03-28 64.88.174.3 2019-03-28 14:19:14 US P 0A8E55678B7B83B4EC5760EDEE9C0368C65AAAD9 959851C9807580A44FF91E92F0DEDC7FD2DFCCFE 2017 2019-02-21 02:37:17Z TONY PENN 330 N COMMERCE PARK LOOP 200 TUCSON AZ 85745 13179104 0 X WWW.UNITEDWAYTUCSON.ORG X 1942 AZ BUILDING A THRIVING COMMUNITY BY UNITING PEOPLE, IDEAS AND RESOURCES. 26 26 60 4758 0 0 12949273 11820491 261812 128332 79356 153771 -19426 -14819 13271015 12087775 8207696 6774225 0 0 2744889 2954685 0 0 973077 1662903 1897048 12615488 11625958 655527 461817 12325344 12328916 2760416 2210246 9564928 10118670 X OUR VISION IS A COMMUNITY WHERE EVERY CHILD RECEIVES A HIGH-QUALITY EDUCATION FROM BIRTH TO CAREER, EVERY ADULT HAS THE OPPORTUNITY TO THRIVE FINANCIALLY AND IN THE WORKPLACE, AND EVERY OLDER PERSON CAN RETIRE AND AGE WITH DIGNITY AND INDEPENDENCE. 1 1 8946701 5893301 128332 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. 880924 880924 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. 9827625 1 1 0 1 0 1 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 1 31 0 1 60 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AZ X X X THE ORGANIZATION 5209039000 300 N COMMERCE PARK LOOP SUITE 200 TUCSON AZ 85745 LILIAN BRANTLEY-THOMPSON BOARD MEMBER 1.00 X 0 0 0 COLLETTE BROWN BOARD MEMBER 1.00 X 0 0 0 ROBERT CAMPBELL BOARD MEMBER 1.00 X 0 0 0 TOM DICKSON BOARD MEMBER 1.00 X 0 0 0 LINDA DRAKE BOARD MEMBER 1.00 X 0 0 0 ALLISON DUFFY BOARD MEMBER 1.00 X 0 0 0 NEAL ECKEL BOARD MEMBER 1.00 X 0 0 0 FRANK GRIJALVA BOARD MEMBER 1.00 X 0 0 0 DAVID HUTCHENS BOARD MEMBER 1.00 X 0 0 0 GEORGE KENNEDY BOARD MEMBER 1.00 X 0 0 0 LEE LAMBERT BOARD MEMBER 1.00 X 0 0 0 ADDIE LIENING BOARD MEMBER 1.00 X 0 0 0 JILL MALICK BOARD MEMBER 1.00 X 0 0 0 EDMUND MARQUEZ BOARD MEMBER 1.00 X 0 0 0 CATHERINE MERRILL BOARD MEMBER 1.00 X 0 0 0 JENNIFER PHILLIPS TREASURER 2.00 X X 0 0 0 ROBERT RAMIREZ CHAIR 2.00 X X 0 0 0 CATHERINE RIES BOARD MEMBER 1.00 X 0 0 0 ALLEN REID BOARD MEMBER 1.00 X 0 0 0 JOEL ROHLIK VICE-CHAIR 2.00 X X 0 0 0 ROBERT ROBBINS BOARD MEMBER 1.00 X 0 0 0 ADRIANA KONG ROMERO BOARD MEMBER 1.00 X 0 0 0 CALLINE SANCHEZ BOARD MEMBER 1.00 X 0 0 0 JEAN SAVAGE BOARD MEMBER 1.00 X 0 0 0 MARY SNIDER BOARD MEMBER 1.00 X 0 0 0 PAUL STAPLETON-SMITH BOARD MEMBER 1.00 X 0 0 0 HOWARD STEWART BOARD MEMBER 1.00 X 0 0 0 PAUL TEES SECRETARY 2.00 X X 0 0 0 HEATH VESCOVI-CHIORDI BOARD MEMBER 1.00 X 0 0 0 FRED YAMASHITA BOARD MEMBER 1.00 X 0 0 0 TONY PENN PRESIDENT & CEO 40.00 X 238195 0 26944 MARY HUERSTEL COO 40.00 X 139749 0 9350 CLAY BACON CFO 40.00 X 0 0 0 LAVONNE DOUVILLE SR VICE PRESIDENT 40.00 X 119764 0 4891 497708 0 41185 3 0 1 0 0 51860 50000 5273543 6445088 84798 11820491 SERVICE FEE INCOME 900099 107248 107248 PROGRAM FEES 900099 21084 21084 128332 147120 147120 1062006 1055355 6651 6651 6651 21155 51860 35974 -14819 -14819 12087775 128332 0 138952 6759232 6759232 14993 14993 532560 313548 86879 132133 1911522 1125422 311834 474266 89334 54837 12646 21851 227303 140271 31538 55494 193966 118627 29213 46126 4409 4409 43514 43514 33543 33543 483087 388799 18428 75860 51412 34939 6899 9574 187320 124483 13839 48998 489468 369259 89973 30236 79682 67057 6212 6413 60053 38806 14918 6329 5878 5878 119909 69792 22166 27951 29961 29961 12430 501 11929 EVENTS AND PROMOTIONAL 99888 96938 1306 1644 EQUIPMENT 89280 59938 14782 14560 TELEPHONE 27079 18923 4664 3492 PROFESSIONAL DUES 23756 13192 7843 2721 56379 18068 22882 15429 11625958 9827625 825256 973077 447333 832027 3545125 1785367 3455358 3868098 89264 84322 31864 53685 247673 190976 86659 56697 4505416 5476282 40917 43771 123408 128667 12325344 12328916 459207 610602 786125 594978 2166 0 1512918 1004666 2760416 2210246 X 5155857 5456598 2795507 3048508 1613564 1613564 9564928 10118670 12325344 12328916 X 461817 86666 5259 X X 0 1 X 1 0 X 15413556 15761447 12478448 12949273 11820491 68423215 15413556 15761447 12478448 12949273 11820491 68423215 68423215 82941 70959 111808 88994 168275 522977 68946192 1575415 0.99240 0.99420 X 0 0 0 0 44 390645 633525 1463511 1 1 1826963 83238 73544 13045 1823612 1803543 103809 65831 14558 1826963 1833395 2301 48308 65766 14695 1803543 1881169 37043 70369 14448 1833395 1800181 172267 77314 13965 1881169 0.88000 0.12000 0 0 682 682 0 87439 64039 23400 159552 126255 33297 56697 ANNUITY PAYMENT OBLIGATIONS 82311 CUSTODIAL LIABILITIES 922355 1004666 X 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. BUSINESS BREAKFAST 73015 51860 21155 9429 14134 12411 73015 51860 21155 9429 14134 12411 35974 -14819 1 100 CLUB OF ARIZONA - PHOENIX 333 N 44TH STREET STE 100 PHOENIX AZ 85008 501(C)(3) 51054 GENERAL USE AMERICAN RED CROSS - SO AZ CHAPTER PO BOX 73857 CHICAGO IL 60673 501(C)(3) 12224 GENERAL USE AMERICAN RED CROSS-CFC PO BOX 73857 CHICAGO IL 60673 501(C)(3) 8322 GENERAL USE AMERICA'S CHARITIES PO BOX 75083 BALTIMORE MD 21275 501(C)(3) 15964 GENERAL USE AMERICA'S MOST COST-EFFECTIVE CHARITIES 1100 LARKSPUR LANDING CIRLCE STE 340 LARKSPUR CA 94939 501(C)(3) 8104 GENERAL USE AMPHITHEATER PUBLIC SCHOOL DISTRICT 701 W WETMORE ROAD TUCSON AZ 85705 501(C)(3) 126615 GENERAL USE ANIMAL CHARITIES OF AMERICA PO BOX 45754 SAN FRANCISCO CA 94145 501(C)(3) 27743 GENERAL USE ANIMAL CRUSADERS OF ARIZONA INC PO BOX 31586 TUCSON AZ 85751 501(C)(3) 5083 GENERAL USE ARIZONA CHILDREN ASSOCIATION 3716 E COLUMBIA STREET TUCSON AZ 85714 501(C)(3) 154080 GENERAL USE ARIZONA CITIZENS FOR THE ARTS 420 W ROOSEVELT ROAD STE 208 PHOENIX AZ 85003 501(C)(3) 5000 GENERAL USE ARIZONA GREYHOUND & ANIMAL RESCUE FUND 8987 E TANQUE VERDE ROAD 153 TUCSON AZ 85749 501(C)(3) 5183 GENERAL USE ARIZONA THEATRE COMPANY PO BOX 1631 TUCSON AZ 85702 501(C)(3) 10000 GENERAL USE BANNER HEALTH FOUNDATION 2901 N CENTRAL AVENUE STE 160 PHOENIX AZ 85012 501(C)(3) 22500 GENERAL USE BARRINGTON HISTORY MUSEUM 212 W MAIN STREET BARRINGTON IL 60010 501(C)(3) 5000 GENERAL USE BIG BROTHERS BIG SISTERS 160 E ALAMEDA STREET TUCSON AZ 85701 501(C)(3) 19844 GENERAL USE BORDER PATROL FOUNDATION PO BOX 15851 ARLINGTON VA 22115 501(C)(3) 33047 GENERAL USE BOY SCOUTS CATALINA COUNCIL 2250 E BROADWAY BLVD TUCSON AZ 85719 501(C)(3) 10763 GENERAL USE BOYS & GIRLS CLUBS OF TUCSON PO BOX 40217 TUCSON AZ 85717 501(C)(3) 19654 GENERAL USE BRANDY STATION FOUNDATION PO BOX 165 BRANDY STATION VA 22714 501(C)(3) 20000 GENERAL USE CANCER CURE OF AMERICA PO BOX 45754 SAN FRANCISCO CA 94145 501(C)(3) 17279 GENERAL USE CASA DE LOS NINOS 1120 N 5TH AVENUE TUCSON AZ 85705 501(C)(3) 632527 GENERAL USE CASA MARIA FREE KITCHEN 401 E 26TH STREET TUCSON AZ 85713 501(C)(3) 8145 GENERAL USE CATHOLIC COMMUNITY SERVICES 140 W SPEEDWAY BLDG130 TUCSON AZ 85705 501(C)(3) 94177 GENERAL USE CATHOLIC COMMUNITY SERVICES IN SOUTHERN ARIZONA 6049 E HIGHWAY 90 SIERRA VISTA AZ 85635 501(C)(3) 5072 GENERAL USE CATHOLIC FOUNDATION - DIOCESE OF TUCSON PO BOX 31 TUCSON AZ 85702 501(C)(3) 8212 GENERAL USE CATHOLIC SERVICE ORGANIZATIONS OF AMERICA PO BOX 45754 SAN FRANCISCO CA 94145 501(C)(3) 9406 GENERAL USE CHILD & FAMILY RESOURCES - TUCSON 2800 E BROADWAY BLVD TUCSON AZ 85716 501(C)(3) 852059 GENERAL USE CHILDREN FIRST- AMERICA'S CHARITIES PO BOX 75083 BALTIMORE MD 21275 501(C)(3) 11892 GENERAL USE CHILDREN'S CHARITIES OF AMERICA PO BOX 45754 SAN FRANCISCO CA 94145 501(C)(3) 10423 GENERAL USE CHILDREN'S MEDICAL CHARITIES OF AMERICA PO BOX 45754 SAN FRANCISCO CA 94145 501(C)(3) 12200 GENERAL USE CHRISTIAN CHARITIES USA PO BOX 45754 SAN FRANCISCO CA 94145 501(C)(3) 5029 GENERAL USE CHRISTIAN SERVICE CHARITIES 44330 PREMIER PLAZA 220 ASHBURN VA 20147 501(C)(3) 25995 GENERAL USE CITIZENS UNITED FOR RESEARCH IN EPILESPY 430 W ERIE STREET STE 210 CHICAGO IL 60654 501(C)(3) 20000 GENERAL USE CODAC BEHAVIORAL HEALTH SERVICES 1650 E FORT LOWELL ROAD 202 TUCSON AZ 85719 501(C)(3) 24711 GENERAL USE COMMUNITY FOOD BANK OF SOUTHERN ARIZONA PO BOX 551 TUCSON AZ 85702 501(C)(3) 87648 GENERAL USE COMMUNITY HEALTH CHARITIES 200 N GLEBE ROAD 801 ARLINGTON VA 22203 501(C)(3) 88316 GENERAL USE COMMUNITY HEALTH CHARITIES ()LOCAL PO BOX 758858 BALTIMORE MD 21275 501(C)(3) 9090 GENERAL USE COMMUNITY HEALTH CHARITIES OF ARIZONA PO BOX 758858 BALTIMORE MD 21275 501(C)(3) 5424 GENERAL USE CONSERVATION & PRESERVATION CHARITIES OF AMERICA PO BOX 45754 SAN FRANCISCO CA 94145 501(C)(3) 6567 GENERAL USE DIRECT CENTER FOR INDEPENDENCE 1001 N ALVERNON WAY STE 101 TUCSON AZ 85711 501(C)(3) 40107 GENERAL USE DIRECT RELIEF INTERNATIONAL (207789) 27 S LA PATERA LANE SANTA BARBARA CA 93117 501(C)(3) 15000 GENERAL USE EARLY CHILDHOOD DEVELOPMENT GROUP (ECDG) 3472 E FT LOWELL ROAD TUCSON AZ 85716 501(C)(3) 149000 GENERAL USE EARTHSHARE DEPT 4011 WASHINGTON DC 20042 501(C)(3) 12549 GENERAL USE EASTER SEALS BLAKE FOUNDATION 7750 E BROADWAY BLVD TUCSON AZ 85710 501(C)(3) 769703 GENERAL USE EMERGE 2545 E ADAMS STREET TUCSON AZ 85716 501(C)(3) 9498 GENERAL USE FOUNDATION FOR POTTSTOWN EDUCATION 230 BEECH STREET POTTSTOWN PA 19464 501(C)(3) 25000 GENERAL USE GIRL SCOUTS OF SOUTHERN ARIZONA 4300 E BROADWAY BLVD TUCSON AZ 85711 501(C)(3) 8680 GENERAL USE GLOBAL IMPACT PO BOX 409616 ATLANTA GA 30384 501(C)(3) 18852 GENERAL USE GOODWILL INDUSTRIES - TUCSON 1940 E SILVERLAKE 405 TUCSON AZ 85713 501(C)(3) 135546 GENERAL USE GOSPEL RESCUE MISSION OF TUCSON 707 W MIRACLE MILE ROAD TUCSON AZ 85705 501(C)(3) 40248 GENERAL USE HABITAT FOR HUMANITY TUCSON 3501 N MOUNTAIN AVENUE TUCSON AZ 85719 501(C)(3) 12780 GENERAL USE HANDS OF HOPE PO BOX 17070 TUCSON AZ 85731 501(C)(3) 14911 GENERAL USE HEALTH & MEDICAL RESEARCH CHARITIES OF AMERICA PO BOX 45754 SAN FRANCISCO CA 94145 501(C)(3) 29414 GENERAL USE HEALTH FIRST - AMERICA'S CHARITIES PO BOX 75083 BALTIMORE MD 21275 501(C)(3) 5635 GENERAL USE HERMITAGE NO-KILL CAT SHELTER PO BOX 13508 TUCSON AZ 85732 501(C)(3) 12126 GENERAL USE HUMAN CARE CHARITIES OF AMERICA 1100 LARKSPUR LANDING CIRLCE STE 340 LARKSPUR CA 94939 501(C)(3) 6081 GENERAL USE HUMANE SOCIETY OF SOUTHERN ARIZONA 635 W ROGER ROAD TUCSON AZ 85705 501(C)(3) 74518 GENERAL USE INTERFAITH COMMUNITY SERVICES 2820 W INA ROAD TUCSON AZ 85741 501(C)(3) 65486 GENERAL USE JIMMY JET FOUNDATION 1500 E VALENCIA ROAD TUCSON AZ 85706 501(C)(3) 7512 GENERAL USE JUNIOR ACHIEVEMENT OF ARIZONA 6339 E SPEEDWAY BLVD STE 109 TUCSON AZ 85710 501(C)(3) 10000 GENERAL USE LA FRONTERA 504 W 29TH STREET TUCSON AZ 85713 501(C)(3) 7370 GENERAL USE LA POSADA AT PARK CENTRE INC 780 S PARK CENTRE AVENUE GREEN VALLEY AZ 85614 501(C)(3) 8000 GENERAL USE LAW ENFORCEMENT UNITED INC 1826 ROKEBY AVENUE CHESAPEAKE VA 23320 501(C)(3) 20000 GENERAL USE LITERACY CONNECTS RORSA 200 E YAVAPAI ROAD TUCSON AZ 85705 501(C)(3) 59457 GENERAL USE LUTHERAN SOCIAL SERVICES SW 6303 E TANQUE VERDE ROAD 101 TUCSON AZ 85715 501(C)(3) 11409 GENERAL USE MAKE WAY FOR BOOKS 700 N STONE AVENUE TUCSON AZ 85705 501(C)(3) 159079 GENERAL USE MAKE-A-WISH FOUNDATION ARIZONA 2901 N 78TH STREET SCOTTSDALE AZ 85251 501(C)(3) 5931 GENERAL USE MARANA UNIFIED SCHOOL DISTRICT 11279 W GRIER ROAD 115-A MARANA AZ 85653 501(C)(3) 79608 GENERAL USE MEDICAL RESEARCH CHARITIES 125 WASHINGTON STREET STE 201 SALEM MA 01970 501(C)(3) 6484 GENERAL USE MILITARY FAMILY AND VETERANS SERVICE ORGANIZATIONS PO BOX 45754 SAN FRANCISCO CA 94145 501(C)(3) 42113 GENERAL USE MILITARY SUPPORT GROUPS OF AMERICA PO BOX 45754 SAN FRANCISCO CA 94145 501(C)(3) 17836 GENERAL USE MOBILE MEALS OF TUCSON INC 4803 E 5TH STREET 209 TUCSON AZ 85711 501(C)(3) 5032 GENERAL USE NORTHEAST PROVINCE OF THE SOCIETY OF JESUS 39 E 83RD STREET NEW YORK NY 10028 501(C)(3) 5000 GENERAL USE OUR FAMILY SERVICES 2590 N ALVERNON WAY TUCSON AZ 85712 501(C)(3) 110394 GENERAL USE PARENT AID CHILD ABUSE PREVENTION CENTER 2580 E 22ND STREET TUCSON AZ 85713 501(C)(3) 213495 GENERAL USE PIMA COMMUNITY COLLEGE 4905-C E BROADWAY BLVD TUCSON AZ 85709 501(C)(3) 70727 GENERAL USE PIMA COUNCIL ON AGING 8467 E BROADWAY BLVD TUCSON AZ 85710 501(C)(3) 167886 GENERAL USE PIMA COUNTY ANIMAL CARE CENTER 4000 N SILVERBELL ROAD TUCSON AZ 85745 501(C)(3) 27622 GENERAL USE PIMA PREVENTION PARTNERSHIP 924 N ALVERNON WAY TUCSON AZ 85711 501(C)(3) 21641 GENERAL USE PIO DECIMO CENTER 848 S 7TH AVENUE TUCSON AZ 85701 501(C)(3) 64570 GENERAL USE PLANNED PARENTHOOD OF ARIZONA 4751 N 15TH STREET PHOENIX AZ 85014 501(C)(3) 31581 GENERAL USE POTTSTOWN PUBLIC LIBRARY 500 HIGH STREET POTTSTOWN PA 19464 501(C)(3) 10000 GENERAL USE PRIMAVERA FOUNDATION INC 151 W 40TH STREET TUCSON AZ 85711 501(C)(3) 5863 GENERAL USE READING IS FUNDAMENTAL INC 750 FIRST STREET NE STE 920 WASHINGTON DC 20002 501(C)(3) 10000 GENERAL USE RETIRED PAWS 528 W CAMINO CURVITAS SAHUARITA AZ 85629 501(C)(3) 13381 GENERAL USE RIALTO THEATER FOUNDATION 318 E CONGRESS STREET TUCSON AZ 85702 501(C)(3) 5277 GENERAL USE RONALD MCDONALD HOUSE TUCSON 2155 E ALLEN ROAD TUCSON AZ 85719 501(C)(3) 11266 GENERAL USE SALPOINTE CATHOLIC EDUCATION FOUNDATION 1545 E COPPER STREET TUCSON AZ 85719 501(C)(3) 5500 GENERAL USE SALVATION ARMY - TUCSON 1002 N MAIN AVENUE TUCSON AZ 85705 501(C)(3) 5528 GENERAL USE SAVING ANIMALS FROM EUTHANASIA 3661 N CAMPBELL AVENUE PMB220 TUCSON AZ 85719 501(C)(3) 6294 GENERAL USE SOUTHERN ARIZONA AIDS FOUNDATION 375 S EUCLID AVENUE TUCSON AZ 85719 501(C)(3) 5076 GENERAL USE SO ARIZONA ASSOCEDUCATION OF YOUNG CHILDREN PO BOX 68475 ORO VALLEY AZ 85737 501(C)(3) 97373 GENERAL USE SOUTHERN ARIZONA RESEARCH SCIENCE & ENGINEERING FAIR 4574 E BROADWAY BLVD TUCSON AZ 85711 501(C)(3) 6320 GENERAL USE SPOTSYLVANIA EDUCATIONAL FOUNDATION 8020 RIVER STONE DRIVE FREDERICKSBURG VA 22407 501(C)(3) 14000 GENERAL USE ST ANDREW'S PRESBYTERIAN CHURCH 7650 N PASEO DEL NORTE TUCSON AZ 85704 501(C)(3) 6000 GENERAL USE ST ELIZABETH'S HEALTH CENTER INC 140 W SPEEDWAY BLVD 100 TUCSON AZ 85705 501(C)(3) 5351 GENERAL USE ST VINCENT DE PAUL SOCIETY 601 E FT LOWELL ROAD TUCSON AZ 85705 501(C)(3) 11828 GENERAL USE SUNNYSIDE UNIFIED SCHOOL DISTRICT 2238 E GINTER ROAD TUCSON AZ 85706 501(C)(3) 411937 GENERAL USE THE AMERIND FOUNDATION INC PO BOX 400 DRAGOON AZ 85609 501(C)(3) 5000 GENERAL USE TEEN CHALLENGE OF ARIZONA INC PO BOX 5966 TUCSON AZ 85703 501(C)(3) 8787 GENERAL USE TMC FOUNDATION 5301 E GRANT ROAD PATIO BLDG TUCSON AZ 85712 501(C)(3) 10303 GENERAL USE TOHONO O'ODHAM COMMUNITY COLLEGE PO BOX 3129 SELLS AZ 85634 501(C)(3) 100000 GENERAL USE TUCSON FESTIVAL OF BOOKS 1209 E UNIVERSITY BLVD ROOM 104 TUCSON AZ 85721 501(C)(3) 5000 GENERAL USE TUCSON MUSEUM OF ART 140 N MAIN AVENUE TUCSON AZ 85701 501(C)(3) 10500 GENERAL USE TUCSON SYMPHONY ORCHESTRA SOCIETY 2175 N 6TH AVENUE TUCSON AZ 85705 501(C)(3) 26575 GENERAL USE TUCSON URBAN LEAGUE 2305 S PARK AVENUE TUCSON AZ 85713 501(C)(3) 18536 GENERAL USE TUCSON YOUTH DEVELOPMENT INC 1901 N STONE AVENUE TUCSON AZ 85705 501(C)(3) 13420 GENERAL USE US FUND FOR UNICEF 125 MAIDEN LANE 10TH FLOOR NEW YORK NY 10038 501(C)(3) 10126 GENERAL USE UNITED WAY OF ETOWAH COUNTY ALABAMA INC 605 S 4TH STREET GADSDEN AL 35901 501(C)(3) 8335 GENERAL USE UNITED WAY OF NORTHERN ARIZONA 1515 E CEDAR AVENUE STE D-1 FLAGSTAFF AZ 86004 501(C)(3) 32086 GENERAL USE UNITED WAY OF PINAL COUNTY PO BOX 10541 CASA GRANDE AZ 85222 501(C)(3) 24242 GENERAL USE UNIVERSITY OF ARIZONA PO BOX 210109 TUCSON AZ 85719 501(C)(3) 105809 GENERAL USE UNIVERSITY OF ARIZONA - COOPERATIVE EXTENSION PO BOX 210109 TUCSON AZ 85719 501(C)(3) 87184 GENERAL USE UNIVERSITY OF ARIZONA FOUNDATION PO BOX 210416 RM 210 TUCSON AZ 85719 501(C)(3) 66183 GENERAL USE VAIL UNIFIED SCHOOL DISTRICT PO BOX 800 VAIL AZ 85641 501(C)(3) 45950 GENERAL USE VERITAS ACADEMY OF TUCSON PO BOX 35263 TUCSON AZ 85740 501(C)(3) 10000 GENERAL USE WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD STE 300 JACKSONVILLE FL 32256 501(C)(3) 24302 GENERAL USE XAVIER UNIVERSITY OF LOUISIANA 1 DREXEL DRIVE BOX 66 NEW ORLEANS LA 70125 501(C)(3) 5000 GENERAL USE YMCA OF SOUTHERN ARIZONA PO BOX 1111 TUCSON AZ 85702 501(C)(3) 8925 GENERAL USE YWCA OF SOUTHERN ARIZONA 525 N BONITA AVENUE TUCSON AZ 85745 501(C)(3) 12622 GENERAL USE YOUTH ON THEIR OWN 1660 N ALVERNON WAY TUCSON AZ 85712 501(C)(3) 28031 GENERAL USE UNITED WAY CAPITAL CORPORATION PO BOX 86750 TUCSON AZ 85754 501(C)(3) 747367 GENERAL USE 122 EMERGENCY ASSISTANCE 28 12251 HEALTH AND NUTRITION 3 2742 PART I, LINE 2: EACH FUNDED PROJECT REPORTS SERVICE AND FINANCIAL INFORMATION ON-LINE. PROJECT SPECIALISTS MONITOR REPORTS ON A QUARTERLY BASIS, VISIT SITES, AND REVIEW ANNUAL REPORTS, AUDITS AND OTHER AGENCY INFORMATION ON A REGULAR BASIS TO ENSURE COMPLIANCE. AGENCY AUDITS AND ANNUAL REPORTS ARE MAINTAINED IN A CENTRAL FILE. INVOICES ARE PROCESSED BY THE SPECIALIST AND ARE APPROVED AND PROCESSED THROUGH THE UWTSA FINANCIAL MANAGEMENT SYSTEM THAT TRACKS EXPENDITURES USING SPECIFIED PROJECT CODES. ALL EXPENDITURES ARE MONITORED CLOSELY TO ENSURE THEY ARE USED FOR THE INTENDED PURPOSES. X X X X X X 0 1 0 0 0 0 0 1 0 TONY PENN PRESIDENT & CEO 208195 0 30000 0 0 0 13507 0 13437 0 265139 0 0 0 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. PAUL TEES SECRETARY OF THE BOARD 27055 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. 0 X 7 75948 FMV X BOOKS 2950 8850 FMV 0 1 0 PART I, COLUMN (B): 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. 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. UNITED WAY CAPITAL CORPORATION PO BOX 86750 TUCSON AZ 857546750 860984771 CHARITABLE AZ 501(C)(3) LINE 12B, II N/A 0 0 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 UNITED WAY CAPITAL CORPORATION K 254420 ACTUAL PAYMENT UNITED WAY CAPITAL CORPORATION M 113008 FAIR MARKET VALUE UNITED WAY CAPITAL CORPORATION B 747367 ACTUAL PAYMENT UNITED WAY CAPITAL CORPORATION C 50000 ACTUAL PAYMENT