2018-03-15T21:26:25-05:00 2017-06-30 ERNST & YOUNG US LLP TWO NORTH CENTRAL AVENUE STE 2300 PHOENIX AZ 85004 990 2016-07-01 860104419 Valley of the Sun United Way % TANYA M MUNIZ VALL 6026314800 3200 EAST CAMELBACK ROAD Suite 375 PHOENIX AZ 85018 TANYA M MUNIZ CFO 6026314800 2018-03-15 true PATRICK SHIELDS P01508556 6023223000 68.106.111.233 86597020180745000017 2018-03-15 P 75C5EDAB7EBB92AAB100D8D7E73F8E6643DC4F33 F25EC2EC7005B6853F35492CB9A63E6FB452E34F 2016 2021-01-29 14:40:06Z MERL WASCHLER 3200 E CAMELBACK RD STE 375 PHOENIX AZ 85018 104994053 false X WWW.VSUW.ORG X 1925 AZ IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. SEE SCHEDULE O FOR FURTHER DETAIL. 39 39 165 4948 0 92247301 91328933 689103 445196 2811051 3994070 14110 -42502 95761565 95725697 81281306 83482139 0 0 10545686 11028323 0 0 4681275 5016909 5345211 96843901 99855673 -1082336 -4129976 79861748 76252617 19659508 17546460 60202240 58706157 X IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. UNITED, WE FIGHT TO BREAK THE CYCLE OF POVERTY FOR EVERY CHILD, FAMILY, AND INDIVIDUAL IN MARICOPA COUNTY. true false 71283223 71283223 0 GRANTS, ALLOCATIONS, AND DISTRIBUTIONS TO HEALTH AND HUMAN SERVICE PROGRAMS AND VSUW COMMUNITY OBJECTIVES. SEE SCHEDULE O FOR FURTHER DETAIL. 12198916 12198916 387996 DESIGNATIONS TO VARIOUS COMMUNITY NON-PROFIT ORGANIZATIONS. SEE SCHEDULE O FOR FURTHER DETAIL. 7685954 0 57200 PROGRAM ACTIVITIES SUPPORTING COMMUNITY INITIATIVES. SEE SCHEDULE O FOR FURTHER DETAIL. 91168093 true true false true false true false false false true true false false false true true false true false false false false false false true false false true true true false false false false false false false false false true false false false true false false false false true 337 0 true 165 true false false false false false true true false false false false false false false X 39 39 false false false false false false false true true false false true true true true true true true false false AZ X X TANYA M MUNIZ 6026314889 3200 E CAMELBACK ROAD STE 375 PHOENIX AZ 85018 X DONALD SMITH JR DIRECTOR / BOARD CHAIR 4.0 0.0 X X 0 0 0 STEVE EVANS DIRECTOR / SECRETARY 4.0 0.0 X X 0 0 0 THOMAS FRANZ DIRECTOR / TREASURER 4.0 0.0 X X 0 0 0 AVEIN SAATY-TAFOYA DIRECTOR 2.0 0.0 X 0 0 0 BRAD SMITH DIRECTOR 2.0 0.0 X 0 0 0 BRIDGET OLESIEWICZ DIRECTOR 2.0 0.0 X 0 0 0 CARL LANDRUM DIRECTOR 2.0 0.0 X 0 0 0 CHAD GESTSON DIRECTOR 2.0 0.0 X 0 0 0 CHRIS CAMACHO DIRECTOR 2.0 0.0 X 0 0 0 CHRISTINE WILKINSON DIRECTOR 2.0 0.0 X 0 0 0 DERRICK HALL DIRECTOR 2.0 0.0 X 0 0 0 ED ZEURCHER DIRECTOR 2.0 0.0 X 0 0 0 EILEEN KLEIN DIRECTOR 2.0 0.0 X 0 0 0 FARZANA SCOFIELD DIRECTOR 2.0 0.0 X 0 0 0 GONZALO DE LA MELANA JR DIRECTOR 2.0 0.0 X 0 0 0 HOPE LEVIN DIRECTOR 2.0 0.0 X 0 0 0 JERRY FUENTES DIRECTOR 2.0 0.0 X 0 0 0 JOHN BOUMA DIRECTOR 2.0 0.0 X 0 0 0 JOHN GRAHAM DIRECTOR 2.0 0.0 X 0 0 0 KATHLEEN QUIRK DIRECTOR 2.0 0.0 X 0 0 0 KENNETH CHERRY DIRECTOR 2.0 0.0 X 0 0 0 LAURA LOBIANCO DIRECTOR 2.0 0.0 X 0 0 0 MARIA HARPER-MARINICK DIRECTOR 2.0 0.0 X 0 0 0 MARK SCHIAVONI DIRECTOR 2.0 0.0 X 0 0 0 MARY ALEXANDER DIRECTOR 2.0 0.0 X 0 0 0 MICHAEL BIELECKI DIRECTOR 2.0 0.0 X 0 0 0 NEIL GIULIANO DIRECTOR 2.0 0.0 X 0 0 0 PAMELA CONBOY DIRECTOR 2.0 0.0 X 0 0 0 PAT ROURKE DIRECTOR 2.0 0.0 X 0 0 0 PHIL VOSTREJS DIRECTOR 2.0 0.0 X 0 0 0 RICK NAIMARK DIRECTOR 2.0 0.0 X 0 0 0 ROBYN ARNELL DIRECTOR 2.0 0.0 X 0 0 0 RUBEN ALVAREZ DIRECTOR 2.0 0.0 X 0 0 0 SANDY GIBSON DIRECTOR 2.0 0.0 X 0 0 0 STEVE PURVES DIRECTOR 2.0 0.0 X 0 0 0 STEVE WHEELER DIRECTOR 2.0 0.0 X 0 0 0 SUSAN FRANK DIRECTOR 2.0 0.0 X 0 0 0 TODD SANDERS DIRECTOR 2.0 0.0 X 0 0 0 TOM SIMPLOT DIRECTOR 2.0 0.0 X 0 0 0 MERL WASCHLER PRESIDENT AND CEO 60.0 0.0 X 418773 0 29243 TANYA MUNIZ CHIEF FINANCIAL OFFICER 60.0 0.0 X 162144 0 16032 BRIAN SPICKER SENIOR VP OF COMMUNITY IMPACT 60.0 0.0 X 185838 0 17454 nancy dean CHIEF DONOR IMPACT OFFICER 60.0 0.0 X 177175 0 17416 KEN BROOKS CHIEF INFORMATION OFFICER 60.0 0.0 X 170515 0 7657 TAMERA SKROVAN CHIEF DONOR IMPACT OFFICER 60.0 0.0 X 163764 0 6756 CHRISTINE FRAZER CHIEF HUMAN RESOURCE OFFICER 60.0 0.0 X 160441 0 15290 1438650 0 109848 7 false true false Catalyst Media Design 4141 N Scottsdale Road Suite 155 Scottsdale AZ 85251 Media Rsrch&Planning 303706 Allegra Marketing and Print 3639 N Marshall Way Scottsdale AZ 85251 Marketing Dsgn&Print 164725 Cast Hue 740 S Mill Avenue Suite 210 Tempe AZ 85281 Digital Exprnce Dsgn 146989 Hackett Advertising Public Relation 4642 N 32nd Street Phoenix AZ 85018 Digital Marketing 145055 Evans Communications 5070 N40th Street Suite 210 Phoenix AZ 85018 Pblc Rltns&Event Pln 138326 5 1701468 350723 53338038 35938704 5030262 91328933 DONOR DESIGNATED FUNDS PROCESSING FEES 900099 387996 387996 0 0 LEARN UNITED REVENUE 900099 57200 57200 0 0 445196 1444408 1444408 0 0 0 0 0 11643964 9094302 2549662 2549662 2549662 38775 350723 174054 -135279 -135279 0 0 0 0 0 0 MISCELLANEOUS REVENUE 900099 92777 92777 0 0 92777 95725697 537973 0 3858791 83482139 83482139 0 0 0 0 0 0 580916 213717 230417 136782 0 0 0 0 8286191 3993288 1810043 2482860 442303 202987 103541 135775 1085382 511672 247650 326060 633531 301332 143626 188573 0 0 0 0 23258 7157 15843 258 134317 30000 104317 0 0 0 0 0 0 0 52980 0 52980 0 459834 335952 75335 48547 805526 320794 289062 195670 425056 211781 87692 125583 349771 164796 118573 66402 0 0 0 0 892383 440251 182854 269278 55908 30223 2640 23045 0 0 0 0 187220 121703 31371 34146 0 0 0 0 457019 168136 181273 107610 510987 251859 104760 154368 55835 25512 14371 15952 PRINTING AND PUBLICATIONS 422887 193779 14962 214146 BANKING, PAYROLL, PERMITS 177628 52396 91822 33410 SPECIAL EVENTS 149826 30018 28161 91647 ALL OTHER EXPENSES 184776 78601 75012 31163 99855673 91168093 4006305 4681275 0 0 0 10501180 6543255 14027952 12910216 0 0 0 0 0 0 0 0 0 0 416007 617680 3809334 1807856 1958170 2001478 52491340 53185596 0 0 0 0 0 0 467099 994392 79861748 76252617 12632435 11430874 7027073 5605998 0 0 0 0 0 0 0 0 0 0 0 0 0 509588 19659508 17546460 X 42964725 41732293 1484981 1222306 15752534 15751558 60202240 58706157 79861748 76252617 -4129976 2633893 0 X false true X true true true X 102956190 113209344 119967817 92247301 91328933 519709585 0 0 102956190 113209344 119967817 92247301 91328933 519709585 0 519709585 1445606 1588683 2055499 1928188 1444408 8462384 0 0 528171969 2966719 0.98398 0.98520 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false 0 false 0 false 0 false 0 true 85059 false 0 false 0 85059 false SCHEDULE C, PART II-B, LINES 1B AND 1G VALLEY OF THE SUN UNITED WAY (VSUW) HAD VOLUNTEERS AND STAFF THAT MET WITH LEGISLATORS AND ADVOCATED ON BEHALF OF ISSUES THAT AFFECT THE LIVES IN MARICOPA COUNTY IN THE AREAS THAT DIRECTLY ALIGN WITH THE MISSION OF VSUW. SPECIFICALLY FOCUSING ON: SB 1174 SCHOOLS; DESEGREGATION EXPENSES; SPECIAL OVERRIDE - This bill puts at risk over $200 million of education funding. VSUW worked with a coalition to ensure that the bill would not advance. HB 2496 Consumer Access Lines of Credit. VSUW worked with a consumer credit coalition to prevent this predatory style of lending to come to Arizona. SB 1051 AGGRESSIVE SOLICITATION; APPROACHING STOPPED VEHICLE. VSUW worked to educate the sponsor of the bill on the long term implications thus withdrawing the bill from consideration. HB 2372 Public Benefits - Met with legislators to promote this bill to restore two-year eligibility from one year. VSUW HAS A POSITION, CHIEF PUBLIC POLICY OFFICER, WHICH FOCUSES ON RESEARCHING AND ADVOCATING LEGISLATIVE ACTIVITIES THAT DIRECTLY ALIGN WITH THE MISSION OF VSUW. WE ESTIMATE THAT 80% OF HER TIME, VALUED AT $85,059 WAS DIRECTLY RELATED TO THE ACTIVITIES DESCRIBED ABOVE. 1 14433 true true 42750185 123574 5546950 1691330 46729379 44936498 733641 -1383914 1536040 42750185 45365202 1179646 -94161 1514189 44936498 39411852 300625 7071167 1418442 45365202 36334757 4609 4374510 1302024 39411852 0.66000 0.34000 false false 0 272291 73170 199121 2218387 911541 1306846 1318656 823145 495511 2001478 0 SEC. 457(B) DEFERRED COMPENSATION 509588 509588 X 86335962 2633893 54214 174054 2862161 83473801 52980 12198916 12251896 95725697 87832045 54214 174054 228268 87603777 52980 12198916 12251896 99855673 SCHEDULE D, PART V, LINE 4 THE ENDOWMENT EARNINGS ARE TO BE USED TO SUPPORT VALLEY OF THE SUN UNITED WAY AS OUTLINED IN ITS ENDOWMENT POLICY. SCHEDULE D, PART X, LINE 2 MANAGEMENT IS OF THE OPINION THAT SUBSTANTIALLY ALL OF THE ORGANIZATION'S ACTIVITIES ARE RELATED TO ITS TAX-EXEMPT PURPOSE, AND NO MATERIAL UNCERTAIN TAX POSITIONS HAVE BEEN IDENTIFIED OR RECORDED IN THE FINANCIAL STATEMENTS AT JUNE 30, 2017 AND 2016. SCHEDULE D, PART XI, LINE 2D $174,054 - FUNDRAISING EXPENSES THAT ARE INCLUDED AS EXPENSES ON THE FINANCIAL STATEMENTS, BUT ARE RECLASSED AND NETTED WITH FUNDRAISING INCOME ON THE 990. SCHEDULE D, PART XII, LINE 4B $12,198,916 - DONOR DESIGNATIONS MADE ON BEHALF OF/TO OTHER AGENCIES THAT ARE NOT INCLUDED AS REVENUE ON THE FINANCIAL STATEMENTS BUT ARE RECOGNIZED ON THE 990. SCHEDULE D, PART XII, LINE 2D $174,054 - FUNDRAISING EXPENSES THAT ARE INCLUDED AS EXPENSES ON THE FINANCIAL STATEMENTS, BUT ARE RECLASSED AND NETTED WITH FUNDRAISING INCOME ON THE 990. SCHEDULE D, PART XII, LINE 4B $12,198,916 - DONOR DESIGNATIONS MADE ON BEHALF OF/TO OTHER AGENCIES THAT ARE NOT INCLUDED AS REVENUE ON THE FINANCIAL STATEMENTS BUT ARE RECOGNIZED ON THE 990. LUNCHEON 344060 305285 38775 81846 48500 27129 SCAVENGER HUNT 45438 45438 150 16429 0 389498 350723 38775 81846 48650 43558 174054 -135279 true 1N10 Inc 1101 N Central Ave Phoenix AZ 85004 860728990 501(C)3 20000 315 FMV VARIOUS IN-KIND PROGRAM SUPPORT A New Leaf Foundation 868 East University Drive Mesa AZ 85203 860377821 501(C)3 873080 PROGRAM SUPPORT AdvancePath Academics Inc 4125 Ironbound Road Ste 201 Williamsburg VA 23188 203189396 16989 PROGRAM SUPPORT Aid To Adoption Of Special Kids 2320 North 20th Street Phoenix AZ 85006 860611935 501(C)3 147840 PROGRAM SUPPORT Arizona Career Pathways 108 N 40th St SO Bldg Rm 1146 Phoenix AZ 85034 274590173 501(C)3 90026 420 FMV VARIOUS IN-KIND PROGRAM SUPPORT Arizona Ctr for Aftrschl Excllence (AzCASE) 112 N Central Avenue Ste 700 Phoenix AZ 85004 861009220 501(C)3 41225 PROGRAM SUPPORT Arizona Children Association of Phoenix 2833 North Third Street Phoenix AZ 85004 860096772 501(C)3 63750 PROGRAM SUPPORT Arizona Community Foundation 2201 E Camelback Rd Ste 405B Phoenix AZ 85016 860348306 501(C)3 10000 PROGRAM SUPPORT Arizona Housing 230 South 12th Avenue Phoenix AZ 85007 860811431 501(C)3 346016 PROGRAM SUPPORT Arizona Kids Think Too 3150 N 24th St Phoenix AZ 85016 455318781 501(C)3 121925 PROGRAM SUPPORT Arizona Learning Institute 3463 E Pasadena Ave Phoenix AZ 85018 271271506 501(C)3 116835 PROGRAM SUPPORT Arizona Literacy & Learning Center Inc 2833 North 3rd Street Phoenix AZ 85004 860615007 501(C)3 129130 PROGRAM SUPPORT Arizona State University 411 North Central Avenue Mail Code Phoenix AZ 85004 866051042 GOVERNMENT 11160 PROGRAM SUPPORT Arizona YWCA Metropolitan Phoenix 2999 N 44th St Ste 250 Phoenix AZ 85018 860098936 501(C)3 140266 PROGRAM SUPPORT Association for Supportive Child Care 3910 South Rural Road Suite E Tempe AZ 85282 860332919 501(C)3 5135025 546 FMV VARIOUS IN-KIND PROGRAM SUPPORT ASU Lodestar Center 411 N Central Avenue Phoenix AZ 85004 860196696 10000 PROGRAM SUPPORT Avondale School District 295 W Western Ave Avondale AZ 85323 866000500 GOVERNMENT 12000 PROGRAM SUPPORT Balsz School District 4825 E Roosevelt Street Phoenix AZ 85008 866000495 GOVERNMENT 7987 PROGRAM SUPPORT Banner Olive Branch Senior Center 11250 North 107th Avenue Sun City AZ 85351 942745413 501(C)3 88984 PROGRAM SUPPORT Be A Leader Foundation 1715 W Northern Avenue Phoenix AZ 85021 550850279 501(C)3 28100 PROGRAM SUPPORT Big Brothers Big Sisters of Central Arizona 4745 N 7th St Ste 210 Phoenix AZ 85014 860205254 501(C)3 300000 378 FMV VARIOUS IN-KIND PROGRAM SUPPORT Boy Scouts of America Grand Canyon Council 2969 N Greenfield Road Phoenix AZ 85016 860101295 501(C)3 206646 PROGRAM SUPPORT Boys and Girls Clubs of Metro Phoenix 4309 E Belleview St Bldg 14 Phoenix AZ 85008 580566123 501(C)3 716866 399 FMV VARIOUS IN-KIND PROGRAM SUPPORT Boys and Girls Clubs of Scottsdale 10533 East Lakeview Drive Scottsdale AZ 85258 860133718 501(C)3 152750 PROGRAM SUPPORT Boys and Girls Clubs of the East Valley 2602 W Baseline Rd Ste 25 Mesa AZ 85202 860550646 501(C)3 260000 398 FMV VARIOUS IN-KIND PROGRAM SUPPORT Center for Neighborhood Leadership 816 N 1st Ave Phoenix AZ 85003 462284158 501(C)3 8000 PROGRAM SUPPORT Center for the Future of Arizona 541 E Van Buren Phoenix AZ 85004 820538372 501(C)3 10000 PROGRAM SUPPORT Central Arizona Shelter Services 230 South 12th Avenue Phoenix AZ 85007 860500753 501(C)3 791750 PROGRAM SUPPORT Chandler Christian Community Center 230 South 12th Avenue Phoenix AZ 85007 860428780 501(C)3 397698 PROGRAM SUPPORT Chicanos Por La Causa - Phoenix 1112 East Buckeye Road Phoenix AZ 85034 860227210 501(C)3 98872 PROGRAM SUPPORT Child & Family Policy Center 505 5th Avenue Des Moines IA 50309 421378567 501(C)3 5100 PROGRAM SUPPORT Child & Family Resources 700 W Campbell Ave Phoenix AZ 85013 860251984 501(C)3 1920417 PROGRAM SUPPORT Child Crisis Arizona PO Box 4114 Mesa AZ 85211 860324144 501(C)3 216328 PROGRAM SUPPORT Child Crisis Center East Valley 817 North Country Club Drive Mesa AZ 85211 860407090 501(C)3 25000 PROGRAM SUPPORT Children's Action Alliance 4001 N 3rd Street Phoenix AZ 85012 860594785 501(C)3 29999 PROGRAM SUPPORT College Success Arizona 4040 E Camelback Rd Phoenix AZ 85018 202366755 501(C)3 8525 PROGRAM SUPPORT Community Bridges Inc 1811 South Alma School Road Suite 1 Mesa AZ 85210 860823871 501(C)3 483977 PROGRAM SUPPORT COMMUNITY INFORMATION AND REFERRAL 2200 N CENTRAL AVE Phoenix AZ 85004 860374813 501(C)3 242965 168 FMV VARIOUS PROGRAM SUPPORT COMMUNITY LEGAL SERVICES INC 305 S 2ND AVE PHOENIX AZ 85003 860166615 501(C)3 84000 PROGRAM SUPPORT DESERT MISSION INC 9100 N 2ND ST PHOENIX AZ 85020 860096941 501(C)3 68000 PROGRAM SUPPORT Dysart Community Center 14414 North El Mirage Road El Mirage AZ 85335 866031134 501(c)3 133159 PROGRAM SUPPORT East Valley Adult Resources 45 W University Dr Mesa AZ 85201 942596075 501(C)3 51792 PROGRAM SUPPORT East Valley JCC 908 E Alma School Road Chandler AZ 85224 860618301 501(C)3 136126 PROGRAM SUPPORT Easter Seals Blake Foundation 401 E Jefferson Street Phoenix AZ 85004 860093224 501(C)3 1720638 PROGRAM SUPPORT EMPACTSuicide Prevention Center 1232 East Broadway Road Suite 120 Tempe AZ 85282 742562293 501(C)3 106499 PROGRAM SUPPORT Experience Matters Consortium Inc 360 E Coronado St Ste 170 Phoenix AZ 85004 453788542 501(C)3 15000 PROGRAM SUPPORT Florence Crittenton Services 715 West Mariposa Street Phoenix AZ 85013 860103282 501(C)3 78633 315 FMV VARIOUS IN-KIND PROGRAM SUPPORT Foundation For Blind Children 1235 East Harmont Drive Phoenix AZ 85020 860129981 501(C)3 260590 PROGRAM SUPPORT Free Arts for Abused Children of Arizona 352 E Camelback Rd Suite 101 Phoenix AZ 85012 860739613 501(C)3 143460 PROGRAM SUPPORT Friendly House Inc 802 South First Avenue Phoenix AZ 85003 860120506 501(C)3 528970 PROGRAM SUPPORT Future For Kids 1425 W Southern Ave Ste 10A Tempe AZ 85282 861011434 501(C)3 5078 PROGRAM SUPPORT Girl Scouts - AZ Cactus-Pine Council Inc 119 E Coronado Rd Phoenix AZ 85004 860133397 501(C)3 146521 PROGRAM SUPPORT Graduation Alliance Inc 310 South Main 12th FL Salt Lake City UT 84101 208610553 7700 PROGRAM SUPPORT Greater Phoenix Urban League 1402 South 7th Avenue Phoenix AZ 85007 860124189 501(C)3 88662 PROGRAM SUPPORT Helping Hands for Single Moms PO Box 7737 Goodyear AZ 85338 680489835 501(C)3 107021 PROGRAM SUPPORT HOM Inc 3829 N 3rd Street Phoenix AZ 85012 860767336 801004 PROGRAM SUPPORT Homeless ID Project 1125 W Jackson Street Phoenix AZ 85007 860664652 501(C)3 15648 PROGRAM SUPPORT Homeward Bound 2302 West Colter Street Phoenix AZ 85015 860660875 501(C)3 315911 PROGRAM SUPPORT Hunger Free America 50 Broad Street New York NY 10004 133471350 501(C)3 5435 PROGRAM SUPPORT Improving Chandler Area Neighborhoods 650 E Morelos St Chandler AZ 85225 860761030 501(C)3 60000 PROGRAM SUPPORT Intuitive Directions LLC 7751 N Dreamy Draw Drive Phoenix AZ 85020 264354103 77200 PROGRAM SUPPORT Jobs for Arizona Graduates PO Box 10937 Scottsdale AZ 85051 860669709 501(C)3 220534 PROGRAM SUPPORT Johns Hopkins University & Health System 12529 Collections Center Drive Chicago IL 60693 521465301 501(C)3 111300 PROGRAM SUPPORT Jumpstart for Young Children Inc 308 Congress Street Boston MA 02210 043262046 501(C)3 40000 PROGRAM SUPPORT Labors Community Service Agency 5818 North 7th Street Suite 100 Phoenix AZ 85014 860300832 501(C)3 215831 PROGRAM SUPPORT Lodestar Day Resource Center 1125 West Jackson Street Phoenix AZ 85007 260235106 501(C)3 469037 PROGRAM SUPPORT National Council On Alcohol 4201 N 16th Street Suite 140 Phoenix AZ 85016 860208873 501(C)3 65000 PROGRAM SUPPORT Native American Connections 4520 North Central Avenue Suite 60 Phoenix AZ 85012 860293585 501(C)3 461856 574 FMV VARIOUS IN-KIND PROGRAM SUPPORT Neighborhood Ministries 1918 West Van Buren Street Phoenix AZ 85009 860809052 501(C)3 133976 PROGRAM SUPPORT Neighbors Who Care 10450 E Riggs Road Sun Lakes AZ 85248 860966061 501(C)3 23000 PROGRAM SUPPORT New Pathways for Youth Inc 1001 E Pierce Street Phoenix AZ 85006 860615007 501(C)3 88750 PROGRAM SUPPORT Osborn School District #8 1226 W Osborn Rd Phoenix AZ 85013 866000486 GOVERNMENT 33800 PROGRAM SUPPORT Phoenix Day Child and Family Learning Cen 115 East Tonto Street Phoenix AZ 85004 860096782 501(C)3 517931 398 FMV VARIOUS IN-KIND PROGRAM SUPPORT Phoenix Indian Center Inc 4520 North Central Avenue Suite 250 Phoenix AZ 85012 866006566 501(C)3 51277 PROGRAM SUPPORT Phoenix Rescue Mission 1801 S 35th Avenue Phoenix AZ 85009 866057771 501(C)3 91537 PROGRAM SUPPORT Phoenix Shanti Group 2345 West Glendale Avenue Phoenix AZ 85021 860592079 501(C)3 15000 PROGRAM SUPPORT Read Better Be Better 1517 E Palm Lane Phoenix AZ 85006 474003520 501(C)3 53039 PROGRAM SUPPORT Salvation Army 2707 East Van Buren Avenue Phoenix AZ 85008 941156347 501(C)3 408535 PROGRAM SUPPORT Save The Family Foundation of Arizona 450 West 4th Place Mesa AZ 85201 860665712 501(C)3 115685 PROGRAM SUPPORT School Rise PO Box 802508 Chicago IL 60680 204434655 164865 PROGRAM SUPPORT Society of St Vincent de Paul 420 West Watkins Road Phoenix AZ 85003 860096789 501(C)3 148737 PROGRAM SUPPORT Society of St Vincent de Paul 420 West Watkins Road Phoenix AZ 85003 860096789 501(C)3 139966 PROGRAM SUPPORT Southwest Autism Research & Resource Center 300 North 18th Street Phoenix AZ 85006 311496646 501(C)3 35000 PROGRAM SUPPORT Southwest Human Development 2850 North 24th Street Phoenix AZ 85008 860407179 501(C)3 4185864 PROGRAM SUPPORT St Agnes Roman Catholic Parish Phoenix 2311 East Palm Lane Phoenix AZ 85006 300514530 16000 PROGRAM SUPPORT St Joseph The Worker 1125 West Jackson Street Phoenix AZ 85007 860600437 501(C)3 122602 PROGRAM SUPPORT Stand for Children Leadership Center 645 N 4th Avenue Phoenix AZ 85003 521957214 501(C)3 30000 PROGRAM SUPPORT Stardust Building Supplies Inc 1720 West Broadway Road Suite 101 Mesa AZ 85202 860868376 501(C)3 95000 5007137 FMV VARIOUS IN-KIND PROGRAM SUPPORT TCI Solutions 12349 N 71st Drive Peoria AZ 85381 330805880 107291 PROGRAM SUPPORT Tempe Community Action Agency 2150 East Orange Street Tempe AZ 85281 860254820 501(C)3 267300 PROGRAM SUPPORT Tempe Community Council 34 East 7th Street Building A Tempe AZ 85281 510189790 501(C)3 112832 PROGRAM SUPPORT The Phoenix Philanthropy Group 3301 E Glenrosa Ave Phoenix AZ 85018 201619865 11375 PROGRAM SUPPORT The University of Arizona Cooperative 1303 E University Tucson AZ 85719 742652689 GOVERNMENT 34965 PROGRAM SUPPORT Trellis 1405 E McDowell Rd Phoenix AZ 85006 510152395 501(C)3 61535 PROGRAM SUPPORT Tumbleweed Center for Youth Development 1419 North Third Street Suite 102 Phoenix AZ 85004 237284153 501(C)3 146264 PROGRAM SUPPORT UMOM New Day Centers 3320 East Van Buren Street Phoenix AZ 85008 860521062 501(C)3 1143902 PROGRAM SUPPORT United Food Bank 358 East Javelina Avenue Mesa AZ 85210 860505273 501(C)3 249684 PROGRAM SUPPORT Upward Foundation 6306 North 7th Street Phoenix AZ 85014 860221195 501(C)3 133420 PROGRAM SUPPORT Valley Of The Sun YMCA 350 North 1st Avenue Phoenix AZ 85003 860096799 501(C)3 323714 PROGRAM SUPPORT Waste Not Inc 1700 North Granite Reef Road Scottsdale AZ 85257 860650514 501(C)3 49123 PROGRAM SUPPORT Wesley Community Center 1300 South 10th Street Phoenix AZ 85034 860133770 501(C)3 67144 PROGRAM SUPPORT World Hunger Ecumenical Arizona Task Force dba WHE 4000 North 7th Street Phoenix AZ 85014 742386488 501(C)3 85000 PROGRAM SUPPORT CMTY INITIATIVE FUNDING TO VARIOUS AGENCIES 1515 E OSBORN RD PHOENIX AZ 85014 501(C)3 291178 19215 FMV VARIOUS IN-KIND PROGRAM SUPPORT FTF QUALITY FIRST SCHOLARSHIPS TO PROVIDERS 1515 E OSBORN PHOENIX AZ 85014 37947527 PROGRAM SUPPORT DIRECT DESIGNATIONS TO VARIOUS AGENCIES 1515 E OSBORN PHOENIX AZ 85014 501(C)3 11123224 PROGRAM SUPPORT 1685 618 SCHEDULE I, PART I, LINE 2 VALLEY OF THE SUN UNITED WAY (VSUW) MONITORS THE USE OF GRANTS IN SEVERAL WAYS. AGENCIES MUST PROVIDE TO VSUW PROJECTED AND ACTUAL FINANCIAL INFORMATION, CLIENT BENEFICIARY DATA AND SERVICE STATISTICS INCLUDING SPECIFIED PERIODIC OUTCOME MEASUREMENT DATA IN VSUW'S REQUIRED FORMAT FOR ALL VSUW-FUNDED PROGRAMS UPON REQUEST. IN SOME SITUATIONS, PROVIDING OUTCOME DATA WILL INCLUDE COOPERATION AND COLLABORATION WITH AN OUTSIDE EVALUATOR APPOINTED BY VSUW. ON-GOING FUNDING LEVELS MAY BE IMPACTED BY THE PROGRAM(S) ABILITY TO DEMONSTRATE APPROPRIATE OUTCOME ACHIEVEMENT. VSUW ALSO CONDUCTS ON-SITE VISITS FOR BOTH FISCAL AND PROGRAMMATIC MONITORING AND ENSURES ALL AGENCIES RECEIVING FUNDS ARE IN COMPLIANCE WITH THE U.S. PATRIOT ACT. VALLEY OF THE SUN UNITED WAY PROCESSES A VARIETY OF DONOR DESIGNATIONS. WE DIRECT THESE FUNDS TO THE ORGANIZATIONS AS REQUESTED BY THE DONOR AFTER VERIFYING THEY ARE LEGITIMATE 501(C(3) ORGANIZATIONS AND THEY COMPLY WITH THE PATRIOT ACT. IN FISCAL YEAR 2017, WE DIRECTED THESE FUNDS TO NEARLY 2,000 AGENCIES. VALLEY OF THE SUN UNITED WAY DOES NOT HAVE DISCRETION TO AWARD THESE DESIGNATIONS, BUT MUST FOLLOW THE REQUEST OF THE DONOR. IF THE DESIGNEE DOES NOT QUALIFY UNDER THE 501(C(3) OR PATRIOT ACT REQUIREMENTS THE DONOR IS CONTACTED TO REDIRECT THE DONATION. SCHEDULE I, PART II FIRST THINGS FIRST - QUALITY FIRST SCHOLARSHIPS TO ELIGIBLE PROVIDERS: MANY WORKING, LOW-INCOME FAMILIES STRUGGLE TO PAY FOR QUALITY CHILD CARE. SOME MUST CHOOSE BETWEEN A JOB OR LEAVING THEIR CHILDREN IN CARE THAT IS NOT THEIR FIRST CHOICE. EARLY CARE AND EDUCATION PROVIDERS ENROLLED IN QUALITY FIRST MAY BE ELIGIBLE TO OFFER QUALITY FIRST SCHOLARSHIPS, WHICH HELP LOW-INCOME FAMILIES WITH CHILDREN BIRTH TO AGE 5 AFFORD QUALITY CHILD CARE. QUALITY FIRST SCHOLARSHIPS HELP EARLY CARE AND EDUCATION PROVIDERS FILL PAID SLOTS IN THEIR PROGRAM AND REIMBURSE THEM FOR SOME OF THE EXPENSES OF PROVIDING QUALITY (HIGHER WAGES FOR MORE EXPERIENCED AND EDUCATED PROFESSIONALS, LOW STAFF-TO-CHILD RATIOS AND SMALL GROUP SIZES, ETC.). THE NUMBER OF SCHOLARSHIPS ASSIGNED TO EACH SITE AND THE REIMBURSEMENT RATE ARE BASED ON THE SIZE OF THE PROGRAM AND ITS QUALITY FIRST STAR RATING. PROGRAMS WITH STAR RATINGS IN THE QUALITY LEVELS RECEIVE MORE SCHOLARSHIPS AND HIGHER REIMBURSEMENTS FOR EACH SCHOLARSHIP. X X true true X X X X X false false false false false false false true false MERL WASCHLER PRESIDENT AND CEO 297218 0 83046 0 38509 0 11925 0 17318 0 448016 0 0 0 TANYA MUNIZ CHIEF FINANCIAL OFFICER 158108 496 3540 7489 0 8543 0 178176 0 0 0 BRIAN SPICKER SENIOR VP OF COMMUNITY IMPACT 163820 355 21663 8433 0 9021 0 203292 0 0 0 nancy dean CHIEF DONOR IMPACT OFFICER 175186 355 1634 8273 0 9143 0 194591 0 0 0 KEN BROOKS CHIEF INFORMATION OFFICER 162350 355 7810 7657 0 0 0 178172 0 0 0 TAMERA SKROVAN CHIEF DONOR IMPACT OFFICER 162610 390 764 6756 0 0 0 170520 0 0 0 CHRISTINE FRAZER CHIEF HUMAN RESOURCE OFFICER 159322 355 764 7347 0 7943 0 175731 0 0 0 SCHEDULE J, PART I, LINE 1A VALLEY OF THE SUN UNITED WAY (VSUW) HISTORICALLY OFFERED HEALTH CLUB MEMBERSHIPS AT A REDUCED RATE, TO THE YMCA AND JCC, TO ALL EMPLOYEES. VSUW EMPLOYEES THAT HISTORICALLY CHOSE TO TAKE ADVANTAGE OF THIS BENEFIT ARE STILL ELIGBLE TO RECEIVE THOSE BENEFITS. THESE EMPLOYEES ARE REQUIRED TO PAY A PORTION OF THE MONTHLY DUES WHICH ARE DEDUCTED DIRECTLY FROM THEIR PAYROLL. VSUW PAYS THE REMAINING PORTION OF THE DUES. THIS IS NO LONGER AN OFFERED BENEFIT TO EMPLOYEES WHO ARE NOT CURRENTLY ENROLLED. SCHEDULE J, PART I, LINE 7 THE CEO IS ELIGIBLE TO RECEIVE AN ANNUAL BONUS AS DETERMINED BY A REVIEW OF HIS PERFORMANCE AGAINST ESTABLISHED GOALS BY THE BOARD CHAIR AND COMPENSATION COMMITTEE. THE BONUS IS DETERMINED ANNUALLY WITH AN AMOUNT RANGING FROM 0% - 30%. A "REBUTTABLE PRESUMPTION CHECKLIST" IS COMPLETED BY THE COMPENSATION COMMITTEE WITH REGARD TO THE CEO COMPENSATION PACKAGE. THE CHECKLIST DETERMINES THE AMOUNT BASED ON THE PERFORMANCE AND THE PAYMENT RANGE, ALONG WITH A COMPENSATION STUDY. THE COMPENSATION STUDY INCLUDES COMPENSATION DATA FROM EXTERNAL SALARY CONSULTANTS THAT COMPARE OTHER SIMILAR ORGANIZATIONS AND UNITED WAYS IN SIMILAR COMMUNITIES. X 5016137 COST/SELLING PRICE X 1320 1607 COST/SELLING PRICE X TICKETS 544 12518 COST/SELLING PRICE false true false SCHEDULE M, PART I, COLUMN (B) THE ORGANIZATION REPORTS, IN SCHEDULE M, PART I, COLUMN (B), THE NUMBER OF ITEMS RECEIVED, NOT THE NUMBER OF CONTRIBUTIONS. FORM 990, PART I, LINE 6 VALLEY OF THE SUN UNITED WAY (VSUW) HAS NEARLY 5,000 VOLUNTEERS WHO ASSIST THE ORGANIZATION IN A VARIETY OF CAPACITIES. VSUW'S VOLUNTEERS ARE A KEY COMPONENT TO THE SUCCESS OF THE ORGANIZATION. VSUW RELIES HEAVILY ON THE GUIDANCE OF KEY VOLUNTEERS TO APPROVE BUDGETS AND DISTRIBUTIONS TO THE COMMUNITY. VSUW HAS VOLUNTEERS IN SEVERAL POSITIONS TO INCLUDE BOARD/POLICY MAKING, CAMPAIGN, COMMUNITY IMPACT, ENDOWMENT, PUBLIC POLICY, AND A VARIETY OF DIRECT SERVICES. FORM 990, PART III LINE 2 THE ORGANIZATION ORGANIZED LEARN UNITED LLC, A DELAWARE LIMITED LIABILITY COMPANY, ON JULY 1, 2016. AS AN INITIAL CONTRIBUTION TO THE CAPITAL OF LEARN UNITED, THE ORGANIZATION MADE A $5,000 CASH INVESTMENT IN LEARN UNITED. BECAUSE LEARN UNITED IS A SINGLE MEMBER LLC WHOSE SOLE OWNER IS THE ORGANIZATION, LEARN UNITED BENEFITS FROM THE RIGHTS AND PRIVILEGES ASSOCIATED WITH THE ORGANIZATIONS TAX-EXEMPT (NON-PROFIT) STATUS. LEARN UNITEDS PURPOSE IS TO CONDUCT THE BUSINESS ACTIVITY OF THE VELLO PROGRAM, WHICH INCLUDES BUILDING COLLABORATIVE AGREEMENTS WITH LOCAL UNITED WAYS AND VENDORS TO RUN THE VELLO PROGRAM, AND TO CREATE A STREAMLINED PROCESS FOR MULTI-STATE PARTNERSHIPS AND TO OPERATE ACROSS THE UNITED WAY SYSTEM. THE VELLO PROGRAM AND ITS COMPONENTS ARE CONSISTENT WITH THE ORGANIZATIONS CHARITABLE MISSION. LEARN UNITEDS VISION IS THAT EVERY K3RD GRADE STUDENT HAS A TEAM OF UNITED WAY VOLUNTEERS AND A COMMUNITY OF SUPPORTERS INVESTED IN HIS OR HER SUCCESS. THE VELLO PROGRAM MAKES IT POSSIBLE FOR VOLUNTEERS THROUGHOUT THE COUNTRY TO CONNECT WITH STUDENTS THROUGH THE USE OF SIMPLE SCREEN SHARING AND AUDIO. LEARN UNITED LEVERAGES TECHNOLOGY TO BREAK DOWN THE MOST COMMON BARRIERS TO VOLUNTEERISM AND INCREASE STUDENT ACCESS TO 21ST CENTURY LEARNING ENVIRONMENTS. TWICE EACH WEEK, STRATEGICALLY SELECTED STUDENTS RECEIVE THE BENEFIT OF A 1-1 READING TUTOR THROUGH VELLO; STUDENTS ACCESS STANDARDS-BASED TEXTS AND READING ACTIVITIES THROUGH A CUSTOM VELLO TECH STATION IN THEIR CLASSROOM AND VOLUNTEERS JUMP INTO A VELLO SESSION THROUGH SCREEN SHARING AND AUDIO, GUIDING STUDENTS AS THEY READ. WITH A GLOBAL NETWORK OF LOCAL LEADERSHIP AND DEEP RELATIONSHIPS WITH BOTH BUSINESSES AND SCHOOLS, UNITED WAYS ARE UNIQUELY POSITIONED TO BRING VELLO INTO COMMUNITIES ACROSS THE NATION. LEARN UNITED AND ITS UNITED WAY COLLABORATORS CONSIDER THE VELLO PROGRAM AN OPPORTUNITY TO CONNECT THOUSANDS OF VOLUNTEERS AND COMMUNITY SPONSORS TO LOCAL STUDENTS TO SUPPORT LITERACY. THE COMPONENTS OF THE VELLO PROGRAM THAT LEARN UNITED HAS BROKERED INCLUDE AN E-LIBRARY WITH LEVELING AND BENCHMARK CAPABILITIES THAT WILL ALLOW STUDENTS TO READ BOOKS AT THEIR INSTRUCTIONAL LEVELS; SCREEN SHARING TECHNOLOGY THAT ALLOWS VOLUNTEERS TO CONNECT WITH STUDENTS JUST LIKE A COLLABORATIVE WEBINAR (NO VIDEO); AND THE NECESSARY COMPUTER HARDWARE TO FACILITATE VELLO IN A HIGH-SPEED AND SECURE PLACE IN THE CLASSROOM. LEARN UNITED USES A DIGITAL ADMINISTRATIVE SUPPORT PLATFORM FOR UNITED WAY PROGRAM FACILITATORS, TEACHERS, AND VOLUNTEERS TO USE FOR VELLO PROGRAM PURPOSES (SUCH AS TRAINING AND SCHEDULING). LEARN UNITED LLC MAINTAINS ITS OWN BOOKS AND RECORDS, FINANCIAL STATEMENTS, BANK ACCOUNTS, ETC., AND ENTERS INTO CONTRACTS IN ITS OWN LEGAL NAME - BUT ITS ASSETS AND RESULTS OF OPERATIONS ARE CONSOLIDATED INTO THE ORGANIZATIONS AUDITED FINANCIAL STATEMENTS AS A RESULT OF THE ORGANIZATIONS OWNERSHIP INTEREST IN LEARN UNITED. ALL SIGNIFICANT INTERCOMPANY TRANSACTIONS ARE ELIMINATED. IN THE 12 MONTH PERIOD ENDING JUNE 30, 2017, LEARN UNITED RECEIVED $57,200 IN REVENUE, $5,000 IN INVESTMENTS, AND HAD EXPENSES TOTALING $199,900 RESULTING IN A NET LOSS OF $138,000. LEARN UNITED HAS A FIVE YEAR BUSINESS PLAN THAT EXTENDS THE VELLO PROGRAM TO CLASSROOMS NATIONWIDE AND ANTICIPATES A BREAKEVEN MODEL BY 2020. FORM 990, PART I, LINE 1 AND PART III, LINES 4A-4C VALLEY OF THE SUN UNITED WAY IS AN ARIZONA NON-PROFIT ORGANIZATION WHOSE MISSION IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF ITS COMMUNITY. THE ORGANIZATION WAS FORMED IN 1925 AND HAS ADDRESSED MARICOPA COUNTYS MOST IMPORTANT HEALTH AND HUMAN CARE NEEDS FOR MORE THAN 90 YEARS. VALLEY OF THE SUN UNITED WAY DEVELOPS AND SUPPORTS PROGRAMS AND INITIATIVES TO BREAK THE CYCLE OF POVERTY IN MARICOPA COUNTY. BREAKING THE CYCLE OF POVERTY IS NOT EASY, AND NO SINGLE ORGANIZATION CAN DO IT ALONE. THATS WHY UNITED WAY WORKS WITH SCHOOLS, NON-PROFITS, BUSINESSES, GOVERNMENT AND FAITH-BASED ORGANIZATIONS TO END THE CYCLE OF HOMELESSNESS AND HUNGER; ENSURE CHILDREN AND YOUTH SUCCEED IN SCHOOL AND BEYOND; AND INCREASE FINANCIAL STABILITY. UNITED WAY IS BUILDING A STRONGER COMMUNITY FOR ALL TO LIVE, WORK AND RAISE OUR FAMILIES. VISION: BUILD A CARING COMMUNITY WHERE ALL CHILDREN AND YOUTH SUCCEED, FAMILIES ARE SELF-SUFFICIENT AND ALL PEOPLE ENJOY MAXIMUM HEALTH AND INDEPENDENCE. UNITED WAY HELPS FAMILIES THRIVE TOGETHER WITH OUR PARTNERS, WE DEVELOP AND SUPPORT INITIATIVES AND PROGRAMS TO ENSURE EVERY PERSON HAS THE OPPORTUNITY TO ACHIEVE THE ASPIRATIONS WE ALL SHARE: A GOOD EDUCATION FOR OUR CHILDREN, FOOD ON THE TABLE, A PERMANENT PLACE TO CALL HOME, AND FINANCIAL STABILITY. ENSURE KIDS SUCCEED WE PREPARE YOUNG CHILDREN FOR SUCCESS IN KINDERGARTEN, AND TO READ AT GRADE LEVEL BY THE END OF THIRD GRADE, GRADUATE FROM HIGH SCHOOL AND ARE PREPARED FOR COLLEGE AND CAREER. INCREASE FINANCIAL STABILITY WE INCREASE FINANCIAL STABILITY BY EDUCATING INDIVIDUALS ABOUT MANAGING THEIR PERSONAL FINANCES AND PROVIDE WORK WORKFORCE PREPARATION SERVICES TO YOUTH AND ADULTS THAT LIVE IN POVERTY. END HUNGER AND HOMELESSNESS WE WORK TO END CHRONIC HUNGER AND HOMELESSNESS FOR INDIVIDUALS AND FAMILIES. BY PROVIDING PERMANENT HOUSING FOR PEOPLE THAT SUFFERED HOMELESSNESS FOR YEARS, WE GIVE THEM A HAND UP TO END THEIR HOMELESSNESS. IN HUNGER, WE WORK WITH LOW-INCOME SCHOOLS TO PROVIDE THE BREAKFAST IN THE CLASSROOM PROGRAM FOR ELEMENTARY-AGE KIDS AND PROVIDE WEEKEND MEALS FOR STUDENTS AT PARTNER SCHOOLS. FORM 990, PART VI, LINE 1A PURSUANT TO THE BYLAWS, VALLEY OF THE SUN UNITED WAY'S EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE CORPORATION, THE CHAIRPERSONS OF THE STANDING COMMITTEES AND SUCH ADDITIONAL PERSONS, WHO ARE THEN SERVING ON THE BOARD, AS MAY BE APPOINTED BY THE CHAIRPERSON. IN AN EMERGENCY, THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE ALL THE POWERS OF THE BOARD, EXCEPT AS LIMITED BY LAW OR BOARD RESOLUTION. ANY EMERGENCY ACTION TAKEN SHALL BE SUBMITTED TO THE BOARD FOR RATIFICATION. FORM 990, PART VI, LINE 11B THE FORM IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE FINANCE DIRECTOR. AFTER REVIEW BY THE CHIEF FINANCIAL OFFICER, THE DRAFT 990 IS PRESENTED TO THE VSUW FINANCE COMMITTEE TO REVIEW AND APPROVE. THE 990 IS POSTED AS AN AGENDA ITEM TO DISCUSS AND REVIEW. THE ACCOUNTING FIRM THAT PREPARES THE 990 IS PRESENT TO ASSIST WITH ANSWERING QUESTIONS AT THE FINANCE COMMITTEE MEETING. A FINAL DRAFT 990 IS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO THE FINAL SUBMISSION OF THE FORM 990. THE BOARD RECEIVES COPIES OF THE 990 AFTER THE FINANCE COMMITTEE HAS REVIEWED AND APPROVED IT. UPON REVIEW, THE 990 IS SIGNED AND SUBMITTED TO THE IRS. FORM 990, PART VI, LINE 12C VSUW SENDS THE CONFLICT OF INTEREST POLICY STATEMENT AND SURVEY TO THE BOARD OF DIRECTORS ON A REGULAR BASIS. A WEB-BASED SURVEY AND THE POLICY ARE SENT TO THE INTERESTED PARTIES VIA EMAIL. THE EXECUTIVE OFFICE MONITORS AND MAKES THE EFFORT TO ENSURE ALL INTERESTED PARTIES COMPLETE THE SURVEY AND ACKNOWLEDGE THE CONFLICT OF INTEREST POLICY. VSUW STAFF IS ALSO TRAINED AND EDUCATED ANNUALLY ON THE CONFLICT OF INTEREST POLICY. THE STAFF IS ALSO REQUIRED TO ANNUALLY SIGN A CONFLICT OF INTEREST POLICY. FORM 990, PART VI, LINE 15A OFFICER COMPENSATION - CEO THE COMPENSATION COMMITTEE, A SUBCOMMITTEE OF THE VSUW BOARD OF DIRECTORS, REVIEWS AND DETERMINES THE COMPENSATION OF THE PRESIDENT/CEO ON AN ANNUAL BASIS. THE COMPENSATION REVIEW CONSIDERS COMPENSATION DATA FROM AN INDEPENDENT COMPENSATION CONSULTANT AND RELEVANT COMPENSATION SURVEYS OR STUDIES, INCLUDING COMPARISON OF IRS FORM 990 COMPENSATION INFORMATION FROM SIMILAR AREA ORGANIZATIONS. THE COMPENSATION COMMITTEE COMPLETES A REBUTTABLE PRESUMPTION CHECKLIST WITH REGARD TO DETERMINING CEO COMPENSATION.THE COMPENSATION COMMITTEE CONSISTS OF THE VSUW BOARD CHAIR, THE VSUW FINANCE & AUDIT COMMITTEE CHAIR, AND TWO OTHER MEMBERS APPOINTED BY THE VSUW BOARD CHAIR. IF A MEMBER OF THE COMPENSATION COMMITTEE RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM VSUW FOR SERVICES, THEN THAT MEMBER IS PRECLUDED FROM PARTICIPATING IN DISCUSSIONS OR VOTES PERTAINING TO THAT MEMBER'S COMPENSATION. FORM 990, PART VI, LINE 19 THE ORGANIZATION'S FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE READILY AVAILABLE ON THE VSUW WEBSITE AT WWW.VSUW.ORG. OTHER DOCUMENTS SUCH AS IRS DETERMINATION LETTER, CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND OTHER POLICIES ARE POSTED ON THE VSUW INTRANET AND ARE SUPPLIED TO EXTERNAL PARTIES UPON REQUEST. FORM 990, PART VII IN ADDITION TO VOTING DIRECTORS WE INCLUDE HONORARY MEMBERS ON THE VALLEY OF THE SUN UNITED WAY BOARD OF DIRECTORS TO HELP GUIDE THE BOARD DECISIONS AND PROVIDE VALUABLE ADVICE AND OPINIONS. IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS, THEY ARE NOT LISTED ON THE PART VII OF THE 990 BECAUSE THEY ARE NONVOTING; HOWEVER, THEY ARE RECOGNIZED AS VALLEY OF THE SUN UNITED WAY BOARD MEMBERS. THE INDIVIDUALS INCLUDED ARE: ELLIOT GARBUS RUFUS GLASPER PETE GORRAIZ JOHN HOOPES MIKE MILLER CURTIS REED ROBERT SCHAFFER Learn United LLC 3200 E CAMELBACK ROAD STE 375 PHOENIX AZ 85018 814030025 VIRTUAL TUTOR DE 57200 -138000 VSUW VALLEY OF THE SUN UNITED WAY FOUNDATION C BOOK VALUE