MESA UNITED WAY INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MESA UNITED WAY INC (EIN 86-0198599)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-02-02
- IRS object ID
- 201820339349301357
- Schema version
- 2016v3.0
- 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 D
- Schedule G
- Schedule I
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-02T16:26:27-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 E THOMAS RD STE 2300 | AddressLine1Txt |
| City | PHOENIX | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85012 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860198599 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MESA UNITED WAY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MESA | BusinessNameControlTxt |
| Phone | 4808342109 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 EAST UNIVERSITY DRIVE | AddressLine1Txt |
| City | MESA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852015929 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK YOUNG | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 4808342109 | PhoneNum |
| Signature | 2018-01-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JACQUELINE ECKMAN | PreparerPersonNm |
| PTIN | P01300648 | PTIN |
| Phone | 6022662248 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-01-30 | IPDt |
| IP Tm | 09:42:35 | IPTm |
| IP Timezone | US | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F3A14C438702A0C9498AEC3B87BF809E4C87BB46 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 93789DDB8E8B0D9D13A35AEEB38B58FD83F5E7E6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARK YOUNG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 EAST UNIVERSITY DRIVE | AddressLine1Txt |
| City | MESA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852015929 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,607,539 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MESAUNITEDWAY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | UNITING COMMUNITY. INSPIRING DONORS. IMPROVING LIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 51 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 51 | VotingMembersIndependentCnt |
| Total Employee | 83 | TotalEmployeeCnt |
| Total Volunteers | 430 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,468,686 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,786,127 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $97,216 | PYInvestmentIncomeAmt |
| CY Investment Income | $117,663 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$6,112 | PYOtherRevenueAmt |
| CY Other Revenue | $4,067 | CYOtherRevenueAmt |
| PY Total Revenue | $3,559,790 | PYTotalRevenueAmt |
| CY Total Revenue | $3,907,857 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,112,244 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,555,261 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $717,596 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $686,452 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $253,991 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $742,181 | PYOtherExpensesAmt |
| CY Other Expenses | $787,219 | CYOtherExpensesAmt |
| PY Total Expenses | $3,572,021 | PYTotalExpensesAmt |
| CY Total Expenses | $4,028,932 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$12,231 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$121,075 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,103,112 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,947,065 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,617,341 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,514,242 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,485,771 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,432,823 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNITING COMMUNITY. INSPIRING DONORS. IMPROVING LIVES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,386,557 | ExpenseAmt |
| Grant | $2,555,261 | GrantAmt |
| Desc | AGENCY ALLOCATIONS - SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $308,646 | ExpenseAmt |
| Desc | COMMUNITY IMPACT - SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $151,698 | ExpenseAmt |
| Desc | COMMUNITY AWARENESS (COMMUNICATIONS) - SEE SCHEDULE O. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $717,251 | ExpenseAmt |
| Desc | OTHER PROGRAM SERVICES - GRANT PROGRAMS:THE VOLUNTEER INCOME TAX ASSISTANCE (VITA):THE VITA PROGRAM IS A FREE TAX PREPARATION SERVICE FOR LOW AND MODERATE INCOME PEOPLE IN THE COMMUNITY. MESA UNITED WAY HAS SUPPORTED VITA FOR MANY YEARS, BUT FOR THE LAST FIVE YEARS HAS BEEN THE LEAD AGENCY FOR THE MESA PROGRAM. VOLUNTEERS ARE PROVIDED WITH TRAINING TO PREPARE TAX RETURNS AND THEN MUST PASS AN IRS CERTIFICATION TEST. DURING THE 2017 TAX SEASON, 82 MESA VITA VOLUNTEERS CONTRIBUTED OVER 4,990 HOURS OF THEIR TIME TO COMPLETE MORE THAN 5,700 TAX RETURNS. DUE TO THEIR EFFORTS, OVER $6.2 MILLION TAX DOLLARS WERE RETURNED TO THE MEMBERS OF OUR COMMUNITY WHO NEED IT THE MOST. THESE FIGURES EACH REPRESENT A SLIGHT DECREASE OF APPROXIMATELY 6% FROM THOSE FOR THE 2016 TAX SEASON. OVER 770 HOURS OF TAX PREPARATION SERVICES WERE PROVIDED AT SEVEN DIFFERENT SITES COVERING ALL AREAS OF MESA. THE FACILITIES FOR VITA SITES ARE PROVIDED BY NON-PROFIT MESA VITA COALITION PARTNERS.AMERICORPS "OPERATION SECOND WIND":AMERICORPS IS OFTEN REFERRED TO AS THE DOMESTIC PEACE CORPS. MESA UNITED WAY HAS TEAMED UP WITH AMERICORPS, A FEDERAL PROGRAM THAT ENCOURAGES NATIONAL AND COMMUNITY SERVICE WHILE PROVIDING VALUABLE JOB TRAINING. OPERATION SECOND WIND PLACES MESA RESIDENTS, MOST OF WHOM ARE OVER 55 YEARS OF AGE, AS DIRECT SERVICE DELIVERY PROFESSIONALS WITHIN NON-PROFIT AGENCIES THAT PROVIDE SERVICES TO THE NEEDY IN OUR COMMUNITY. ALL POSITIONS ARE PART-TIME. DURING THIS PAST YEAR, 73 OPERATION SECOND WIND MEMBERS SERVED OVER 45,000 HOURS AT 16 SEPARATE PROGRAMS OPERATED BY 9 DIFFERENT NON-PROFIT AGENCIES WITHIN MESA. THIS PROGRAM HAS BEEN RENEWED FOR AN EIGHTH YEAR AND WITH 74 MEMBERS SERVING MEMBERS OF THE COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $717,251 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $3,564,152 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | 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 | 0 | 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 | 0 | 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 | 13 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 83 | 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 | 0 | QuidProQuoContributionsInd |
| 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 | 51 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 51 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 | 4809698601 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 EAST UNIVERSITY DRIVE | AddressLine1Txt |
| City | MESA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 852015929 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (55 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| BRIAN ALLEN | |||||||
| BOARD CHAIRMAN | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LYNN WESTERGARD | |||||||
| BOARD VICE-CHAIRMAN | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JAMES E CHRISTENSEN | |||||||
| BOARD TREASURER (LEFT 11/16) | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LARRY J YOUNG | |||||||
| BOARD TREASURER (AS OF 12/16) | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JIM CRUTCHER | |||||||
| BOARD SECRETARY | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PATRICIA FIMBRES | |||||||
| BOARD ETHICS OFFICER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RICHARD J ADAMS JR | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE ADAMS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BYRON F ALLEN | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRYCE ARNETT | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY BALDWIN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DENNY BARNEY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE BECK | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS BRADY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS BROWN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEE H BURTON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN CARLAND | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BETH COONS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL COWAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SPENCER DICKSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARC GARCIA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY FLEMING | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SHERRI FRIEND | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MAYOR JOHN C GILES | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RANDALL L GRAY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SALLY HARRISON | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CRAIG HENRY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALAN HEYWOOD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDRA HUDSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HON DENNIS KAVANAUGH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| VERONICA LEWIS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY MARINELLO | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE MCCAWLEY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEA MCDONALD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TRAVIS MERRELL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBBIE MIDDLETON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA MOESER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KEVIN R NIELSEN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID NIELSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JON NIELSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT PERKINSON | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS H RHODES | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA ROBERTSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS SCHILDGEN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR RUTH TAN LIM | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JACKI TAYLOR | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEANNA VILLANUEVA-SAUCEDO | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JO WILSON | |||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RYAN WINKLE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JASON WISEMAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAN ZALE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVE ZIEGLER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CLAUDIA R WALTERS | |||||||
| PRESIDENT & CEO (LEFT 10/16) | 40.00 | 2.00 | Yes (X) | $54,750 | $0 | $0 | |
| MARK YOUNG | |||||||
| PRESIDENT & CEO (BEG 11/16) | 40.00 | 2.00 | Yes (X) | $71,174 | $0 | $14,136 | |
| W RICHARD JAMES | |||||||
| V.P. OF BUSINESS & FINANCE | 40.00 | 2.00 | Yes (X) | $83,137 | $0 | $14,831 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $209,061 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $28,967 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,786,127 | AllOtherContributionsAmt |
| Noncash Contributions | $108,010 | NoncashContributionsAmt |
| Total Contributions | $3,786,127 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,690 | TotalRevenueColumnAmt |
| Exclusion | $75,690 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $722,872 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $680,899 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $41,973 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,973 | TotalRevenueColumnAmt |
| Exclusion | $41,973 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $22,850 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $18,783 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,067 | TotalRevenueColumnAmt |
| Exclusion | $4,067 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,907,857 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $121,730 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,511,147 | TotalAmt |
| Program Services | $2,511,147 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,114 | TotalAmt |
| Program Services | $44,114 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $207,679 | TotalAmt |
| Program Services | $122,135 | ProgramServicesAmt |
| Management And General | $69,963 | ManagementAndGeneralAmt |
| Fundraising | $15,581 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $344,452 | TotalAmt |
| Program Services | $235,595 | ProgramServicesAmt |
| Management And General | $27,610 | ManagementAndGeneralAmt |
| Fundraising | $81,247 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,171 | TotalAmt |
| Program Services | $7,335 | ProgramServicesAmt |
| Management And General | $1,784 | ManagementAndGeneralAmt |
| Fundraising | $4,052 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,152 | TotalAmt |
| Program Services | $48,407 | ProgramServicesAmt |
| Management And General | $7,182 | ManagementAndGeneralAmt |
| Fundraising | $18,563 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,998 | TotalAmt |
| Program Services | $30,320 | ProgramServicesAmt |
| Management And General | $7,735 | ManagementAndGeneralAmt |
| Fundraising | $8,943 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,540 | TotalAmt |
| Program Services | $8,151 | ProgramServicesAmt |
| Management And General | $4,852 | ManagementAndGeneralAmt |
| Fundraising | $5,537 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,304 | TotalAmt |
| Management And General | $24,304 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,776 | TotalAmt |
| Program Services | $355,700 | ProgramServicesAmt |
| Management And General | -$84 | ManagementAndGeneralAmt |
| Fundraising | $13,160 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,556 | TotalAmt |
| Program Services | $34,774 | ProgramServicesAmt |
| Fundraising | $33,782 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,980 | TotalAmt |
| Program Services | $31,697 | ProgramServicesAmt |
| Management And General | $4,557 | ManagementAndGeneralAmt |
| Fundraising | $18,726 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,278 | TotalAmt |
| Program Services | $49,493 | ProgramServicesAmt |
| Management And General | $10,549 | ManagementAndGeneralAmt |
| Fundraising | $26,236 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,621 | TotalAmt |
| Program Services | $10,146 | ProgramServicesAmt |
| Management And General | $1,077 | ManagementAndGeneralAmt |
| Fundraising | $398 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,209 | TotalAmt |
| Program Services | $12,605 | ProgramServicesAmt |
| Management And General | $1,326 | ManagementAndGeneralAmt |
| Fundraising | $1,278 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,908 | TotalAmt |
| Program Services | $46,454 | ProgramServicesAmt |
| Management And General | $23,227 | ManagementAndGeneralAmt |
| Fundraising | $23,227 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,115 | TotalAmt |
| Program Services | $10,331 | ProgramServicesAmt |
| Management And General | -$1,875 | ManagementAndGeneralAmt |
| Fundraising | $2,659 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| UNITED WAY OF AMERICA D | $27,820 | $27,735 | $85 | |
| MISCELLANEOUS EVENT EXP | $5,567 | $5,567 | ||
| DUES AND SUBSCRIPTIONS | $1,545 | $847 | $517 | $181 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,028,932 | TotalAmt |
| Program Services | $3,564,152 | ProgramServicesAmt |
| Management And General | $210,789 | ManagementAndGeneralAmt |
| Fundraising | $253,991 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,547 | BOYAmt |
| EOY | $141,307 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $860,154 | BOYAmt |
| EOY | $776,619 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $9,737 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,707 | BOYAmt |
| EOY | $21,338 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,050,999 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $759,856 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,351,156 | BOYAmt |
| EOY | $1,291,143 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,312,160 | BOYAmt |
| EOY | $2,436,864 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,141 | BOYAmt |
| EOY | $162,872 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,247 | BOYAmt |
| EOY | $107,185 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,103,112 | BOYAmt |
| EOY | $4,947,065 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,309 | BOYAmt |
| EOY | $89,564 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,104,663 | BOYAmt |
| EOY | $914,418 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $489,369 | BOYAmt |
| EOY | $510,260 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,617,341 | BOYAmt |
| EOY | $1,514,242 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,722,897 | BOYAmt |
| EOY | $2,602,458 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,692 | BOYAmt |
| EOY | $279,183 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $551,182 | BOYAmt |
| EOY | $551,182 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,485,771 | BOYAmt |
| EOY | $3,432,823 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,103,112 | BOYAmt |
| EOY | $4,947,065 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$121,075 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $52,189 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $15,938 | 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 | $3,783,516 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,155,530 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,349,956 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,468,686 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,786,127 | CurrentTaxYearAmt |
| Total | $17,543,815 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,783,516 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,155,530 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,349,956 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,468,686 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,786,127 | CurrentTaxYearAmt |
| Total | $17,543,815 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $17,543,815 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,818 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $36,941 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,769 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,175 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $75,690 | CurrentTaxYearAmt |
| Total | $287,393 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $4,067 | CurrentTaxYearAmt |
| Total | $4,067 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $17,835,275 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $148,763 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98370 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98650 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 2 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $11,758 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $29,936 | 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 | $590,267 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $44,785 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $23,818 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $6,112 | AdministrativeExpensesAmt |
| End Year Balance | $605,122 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $577,022 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $43,436 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $23,686 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $6,505 | AdministrativeExpensesAmt |
| End Year Balance | $590,267 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $590,469 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $15,680 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $23,032 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $6,095 | AdministrativeExpensesAmt |
| End Year Balance | $577,022 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $519,689 | BeginningYearBalanceAmt |
| Contributions | $31,493 | ContributionsAmt |
| Investment Earnings Or Losses | $39,287 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $590,469 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.91090 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.08910 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,475 | OtherCostOrOtherBasisAmt |
| Book Value | $6,475 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,744,293 | OtherCostOrOtherBasisAmt |
| Depreciation | $514,961 | DepreciationAmt |
| Book Value | $1,229,332 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $293,231 | OtherCostOrOtherBasisAmt |
| Depreciation | $242,445 | DepreciationAmt |
| Book Value | $50,786 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,450 | DepreciationAmt |
| Book Value | $4,550 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,291,143 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CASH HELD IN TRUST | $454,180 |
| CAPITAL LEASE OBLIGATIONS | $56,080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $510,260 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO PROVIDE AN INSTRUMENT FOR LONG TERM AND DEFERRED DONATIONS. EACH YEAR, 4% OF ENDOWMENT FUND BALANCE WILL BE ALLOCATED TO A QUALIFIED MEMBER AGENCY. |
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, HAVE NO PROVISION FOR FEDERAL INCOME TAXES. IN ADDITION, MESA UNITED WAY QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE CODE AND HAS BEEN CLASSIFIED AS ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME (UBTI) WOULD BE TAXABLE. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S POLICY WITH RESPECT TO THE STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE CONSOLIDATED FINANCIAL STATEMENTS RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THIS POLICY HAD NO IMPACT ON MESA UNITED WAY'S CONSOLIDATED FINANCIAL STATEMENTS. MESA UNITED WAY FILES AS TAX-EXEMPT ORGANIZATION. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 2016 CAMPAIGN FINALE EVENT | Event1Nm |
| Gross Receipts Event1 | $22,850 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $22,850 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $12,966 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $5,609 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $208 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $22,850 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $22,850 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $12,966 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $5,609 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $208 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $18,783 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $4,067 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (36 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| A NEW LEAF | |||||||
| 868 E UNIVERSITY DR | MESA | AZ | 85203 | 860256667 | 501C3 | $219,275 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| AID TO ADOPTION OF SPECIAL KIDS | |||||||
| 2320 N 20TH STREET | PHOENIX | AZ | 85006 | 860611935 | 501C3 | $29,875 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| ALZHEIMER'S ASSOCIATION | |||||||
| 1028 E MCDOWELL RD | PHOENIX | AZ | 85006 | 860402582 | 501C3 | $9,237 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| AMERICAN RED CROSS - GRAND CANYON CHAPTER | |||||||
| 6135 N BLACK CANYON HIGHWAY | PHOENIX | AZ | 85015 | 530196605 | 501C3 | $7,452 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| AZ BRAINFOOD INC | |||||||
| 2635 N RIDGE | MESA | AZ | 85203 | 263946158 | 501C3 | $30,758 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| BIG BROTHERS BIG SISTERS OF CENTRAL AZ | |||||||
| 1010 E MCDOWELL STE 400 | PHOENIX | AZ | 85006 | 860205254 | 501C3 | $6,133 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| BOY SCOUTS OF AMERICA GRAND CANYON COUNCIL | |||||||
| 2969 N GREENFIELD RD | PHOENIX | AZ | 850167715 | 860101295 | 501C3 | $28,265 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| BOYS & GIRLS CLUB OF THE EAST VALLEY | |||||||
| 1405 E GUADALUPE RD 4 | TEMPE | AZ | 85283 | 860550646 | 501C3 | $18,399 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| CATHOLIC CHARITIES COMMUNITY SERVICES | |||||||
| 4747 N 7TH AVENUE | PHOENIX | AZ | 85013 | 860223999 | 501C3 | $5,537 | DONOR DESIGNATIONS |
| CHILD CRISIS CENTER | |||||||
| PO BOX 4114 | MESA | AZ | 85201 | 860407090 | 501C3 | $114,405 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| COMMUNITY BRIDGES INC | |||||||
| 1811 S ALMA SCHOOL RD 160 | MESA | AZ | 85210 | 942880847 | 501C3 | $15,850 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATION |
| COMMUNITY FOUNDATION OF THE OZARKS | |||||||
| PO BOX 8960 | SPRINGFIELD | MO | 658018960 | 237290968 | 501C3 | $164,882 | DONOR DESIGNATIONS |
| COMMUNITY LEGAL SERVICES | |||||||
| PO BOX 21538 | PHOENIX | AZ | 85036 | 860166615 | 501C3 | $14,929 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| EAST VALLEY ADULT RESOURCES | |||||||
| 45 W UNIVERSITY DR A | MESA | AZ | 852015831 | 942596075 | 501C3 | $46,811 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| EAST VALLEY FIREFIGHTER CHARITIES FOUNDATION | |||||||
| PO BOX 5954 | MESA | AZ | 852115954 | 205187068 | 501C3 | $6,727 | DONOR DESIGNATIONS |
| FOUNDATION FOR BLIND CHILDREN | |||||||
| 1235 E HARMONT DR | PHOENIX | AZ | 850203864 | 860129981 | 501C3 | $14,496 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| GIRL SCOUTS ARIZONA CACTUS PINE COUNCIL | |||||||
| PO BOX 21776 | PHOENIX | AZ | 85036 | 860133397 | 501C3 | $19,495 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| HACIENDA INC | |||||||
| 1402 E SOUTH MOUNTAIN AVE | PHOENIX | AZ | 85040 | 860253158 | 501C3 | $14,175 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| HEAL THE HERO FOUNDATION | |||||||
| 8010 E MCDOWELL RD 114-115 | SCOTTSDALE | AZ | 85257 | 474750390 | 501C3 | $5,000 | DONOR DESIGNATIONS |
| HELEN'S HOPE CHEST | |||||||
| 126 E UNIVERSITY DRIVE | MESA | AZ | 85201 | 860198599 | 501C3 | $491,082 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| HOUSE OF REFUGE | |||||||
| 6935 E WILLIAMS FIELD RD | MESA | AZ | 85212 | 860662244 | 501C3 | $18,313 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST | |||||||
| 5049 E BROADWAY BLVD 102 | TUCSON | AZ | 857113646 | 860252302 | 501C3 | $24,319 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| MARC CENTER OF MESA INC | |||||||
| 924 N COUNTRY CLUB DR | MESA | AZ | 85201 | 860137109 | 501C3 | $43,194 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| MARICOPA COMMUNITY COLLEGES FOUNDATION | |||||||
| 2419 W 14TH ST | TEMPE | AZ | 85281 | 860327449 | 501C3 | $21,065 | DONOR DESIGNATIONS |
| MESA COMMUNITY ACTION NETWORK | |||||||
| 635 E BROADWAY RD | MESA | AZ | 85204 | 860558407 | 501C3 | $44,608 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| MESA FOUNDATION FOR EDUCATIONAL EXCELLENCE | |||||||
| 549 N STAPLEY DR | MESA | AZ | 85203 | 860550594 | 501C3 | $13,567 | DONOR DESIGNATIONS |
| MESA PUBLIC SCHOOLS | |||||||
| 63 E MAINT ST 101 | MESA | AZ | 852017422 | 860195597 | 501C3 | $9,049 | DONOR DESIGNATIONS |
| MPS SERVICE LEARNING | |||||||
| 63 E MAINT ST | MESA | AZ | 85201 | 860550594 | 501C3 | $6,021 | DONOR DESIGNATIONS |
| OAKWOOD CREATIVE CARE | |||||||
| PO BOX 1213 | MESA | AZ | 85211 | 860575242 | 501C3 | $26,897 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| PAZ DE CRISTO COMMUNITY CENTER | |||||||
| 424 W BROADWAY RD | MESA | AZ | 85210 | 261669496 | 501C3 | $51,955 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| SAVE THE FAMILY FOUNDATION OF AZ | |||||||
| 450 W 4TH PLACE | MESA | AZ | 85201 | 860665712 | 501C3 | $66,987 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| ST JOSEPH THE WORKER | |||||||
| PO BOX 13503 | PHOENIX | AZ | 85002 | 860600437 | 501C3 | $12,434 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| SUNSHINE ACRES | |||||||
| 3405 N HIGLEY RD | MESA | AZ | 85215 | 860196532 | 501C3 | $53,137 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| THE PHOENIX ZOO | |||||||
| 455 N GALVIN PKWY | PHOENIX | AZ | 85008 | 201917394 | 501C3 | $7,500 | DONOR DESIGNATIONS |
| THE SALVATION ARMY | |||||||
| PO BOX 1120 | MESA | AZ | 852111120 | 860096791 | 501C3 | $22,955 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| UNITED FOOD BANK | |||||||
| 245 S NINA DR | MESA | AZ | 85210 | 860505273 | 501C3 | $105,771 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 36 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | BOOKS TO GRADE SCHOOL STUDENTS | GrantTypeTxt |
| Recipient | 1200 | RecipientCnt |
| Cash Grant | $0 | CashGrantAmt |
| Non Cash Assistance | $44,114 | NonCashAssistanceAmt |
| Valuation Method Used | BOOK VALUE | ValuationMethodUsedDesc |
| Non Cash Assistance | BOOKS TO GRADE SCHOOL STUDENTS | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AN INDEPENDENT COMMITTEE REVIEWS APPLICATIONS FOR FUNDING FROM VARIOUS ORGANIZATIONS ON AN ANNUAL BASIS. FUNDING AMOUNTS ARE BASED ON THE OVERALL STRENGTH OF THE ORGANIZATIONS PROGRAM, THEIR OVERHEAD LEVEL, AND AUDIT RESULTS. ORGANIZATIONS SUBMIT A QUARTERLY REPORT ON THE STATUS OF THE PROGRAM BEING FUNDED. THE REPORTS ARE REVIEWED FOR ADEQUACY AND FUNDS, FOR THAT QUARTER, ARE SUBSEQUENTLY DISTRIBUTED. | ExplanationTxt |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $15,583 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | IRS CHART | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $460 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | IRS CHART | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | ARIZONA DIAMONDBACKS TICKETS | 2676 | $66,900 | FACE VALUE |
| Yes (X) | TAX PREP | 1 | $22,781 | IRS CHART |
| Yes (X) | GIFT CERTIFICATES AND PASSES | 101 | $1,580 | FACE VALUE |
| Yes (X) | FOOD FOR VARIOUS EVENTS | 2 | $706 | RETAIL PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| 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 | COLUMN B INCLUDES NUMBER OF ITEMS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | AGENCY ALLOCATIONS: MESA UNITED WAY'S COMMUNITY INVESTMENT PROCESS EMPOWERS PEOPLE WHO LIVE OR WORK IN MESA TO HELP INVEST COMMUNITY CHEST CONTRIBUTIONS WHERE THEY MATTER MOST. VOLUNTEERS FROM MESA SCHOOLS, COMPANIES, CHURCHES, AND NEIGHBORHOODS WORK IN TEAMS, VISITING EACH AGENCY IN THEIR AREA OF INTEREST TO SEE FIRST-HAND HOW LIVES ARE BEING CHANGED. THEY ASK IN-DEPTH QUESTIONS ABOUT THE ORGANIZATION TO DETERMINE ITS FINANCIAL HEALTH, CLIENT OUTCOMES AND AREAS IN NEED OF IMPROVEMENT. ONCE THE VISITS HAVE BEEN COMPLETED, THE TEAMS MAKE RECOMMENDATIONS FOR FUNDING TO MESA UNITED WAY'S BOARD OF DIRECTORS. IN MANY CASES, FUNDING IS INCREASED OVER THE PREVIOUS YEAR TO HELP THE AGENCY BETTER SERVE THE NEEDS OF THE COMMUNITY. SOMETIMES, HOWEVER, THE VOLUNTEERS DETERMINE THAT THE MONEY WOULD BE BETTER SPENT IN A DIFFERENT PROGRAM OR AGENCY, AND RECOMMEND REDUCING OR ELIMINATING FUNDING. THE RESULT IS AN ASSURANCE THAT DONOR CONTRIBUTIONS ARE SPENT WISELY, AND IN A MANNER THAT HAS MIXIMUM POSITIVE IMPACT ON THE PEOPLE OF MESA. WITH THE COMMUNITY CHEST DOLLARS, 28 SOCIAL SERVICE AGENCIES PROVIDE 37 PROGRAMS TO DELIVER SERVICES THAT ENABLE CHILDREN TO LIVE IN A SAFE ENVIRONMENT, SUCCEED IN SCHOOL AND BECOME RESPONSIBLE, CONTRIBUTING ADULTS; PROGRAMS THAT PROVIDE SAFE SHELTER, FOOD AND OTHER SERVICES TO MESA RESIDENTS FACING UNFORESEEN HARDSHIPS; PROGRAMS THAT ENABLE PEOPLE WITH SPECIAL NEEDS AND DISABILITIES TO LIVE UP TO THEIR FULLEST POTENTIAL; PROGRAMS THAT HELP FRAIL ELDERLY PEOPLE AND THOSE SUFFERING ALZHEIMER'S OR OTHER FORMS OF DEMENTIA. |
| FORM 990, PART III, LINE 4B | COMMUNITY IMPACT: THE COMMUNITY IMPACT PROGRAM IS RESPONSIBLE FOR CARRYING OUT MESA UNITED WAY'S MISSION. THIS PROGRAM BRINGS MESA UNITED WAY STAFF TOGETHER WITH VOLUNTEERS, AGENCIES, AND COMPANIES IN MESA TO HELP MEMBERS OF OUR COMMUNITY LEAD BETTER, MORE SELF-SUFFICIENT LIVES. COMMUNITY IMPACT IS ACCOMPLISHED THROUGH FUNDING AGENCY AND GRANT PROGRAMS, DEVELOPING AND EXECUTING INITIATIVES AND BUILDING RELATIONSHIPS BETWEEN COMMUNITY MEMBERS. CURRENT INITIATIVES ARE: VOLUNTEER INCOME TAX ASSISTANCE, A PROGRAM DESIGNED TO ASSIST LOW-INCOME FAMILIES AND INDIVIDUALS WITH INCOME TAX RETURN PREPARATION; OPERATION SECOND WIND, AN AMERICORPS PROGRAM DESIGNED TO INCREASE THE CAPACITY OF MEMBER AGENCIES TO PROVIDE DIRECT SERVICES TO THOSE IN NEED; MORE FOR MESA, AN AMERICORPS VISTA PROGRAM DESIGNED TO LINK WILLING, SKILLED, ADULTS WITH CITY, SCHOOL, AND NON-PROFIT NEEDS AT A COMPENSATION LEVEL THAT IS WELL-BELOW MARKET RATE; READ ON MESA, A PROGRAM DESIGNED TO PUT BOOKS IN THE HANDS OF UNDERPRIVELIGED CHILDREN THROUGHOUT THE COMMUNITY; KIDS IN PHILANTHROPY, A PROGRAM WHICH INTRODUCES FIFTH AND SIXTH GRADE CHILDREN TO THE IMPORTANCE OF CHARITABLE GIVING AND THE IMPORTANT WORK BEING PERFORMED BY OUR PARTNER AGENCIES; VETERANS BRIDGE TO EMPLOYMENT, A PROGRAM DESIGNED TO CONSOLIDATE ALL VETERANS SERVICES UNDER ONE ROOF, THUS MAXIMIZING JOB PLACEMENT POTENTIAL FOR THE VETERAN; MESA UNITES AGAINST HUNGER AND HOMELESSNESS, A PROGRAM DESIGNED TO REDUCE THE NUMBER OF HOMELESS ON THE STREETS OF MESA AND NEIGHBORING COMMUNITIES. |
| FORM 990, PART III, LINE 4C | COMMUNITY AWARENESS (COMMUNICATIONS): THE MARKETING AND COMMUNICATIONS PROGRAM IS RESPONSIBLE FOR DEVELOPING IDEAS AND CONCEPTS THAT WILL EDUCATE THE COMMUNITY ABOUT MESA UNITED WAY WITH THE INTENTION OF INSPIRING PEOPLE TO VOLUNTEER AND DONATE. THIS IS DONE THROUGH THE CREATION OF MARKETING MATERIALS THAT EXPLAIN MESA UNITED WAY'S VISION, MISSION, ACCOMPLISHMENTS, AND GOALS. |
| FORM 990, PART VI, SECTION A, LINE 2 | JON NIELSON AND DAVID NIELSON HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE REVIEWS THE DRAFTS OF THE AUDITED FINANCIAL STATEMENTS AND FORM 990 SUBMITTED FROM THE INDEPENDENT ACCOUNTING FIRM. BASED ON THEIR REVIEW, THE AUDIT COMMITTEE RECOMMENDS ACCEPTANCE OR REJECTION OF THE FORM 990 TO THE EXECUTIVE COMMITTEE. A MOTION TO ACCEPT OR REJECT THE FORM 990 IS PUT TO THE GENERAL BOARD ALONG WITH THE AUDIT COMMITTEES RECOMMENDATIONS AND A COPY OF THE DRAFTED FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL TRANSACTION AND VENDOR NEGOTIATIONS ARE CONDUCTED AT ARMS LENGTH. THREE COMPETING BIDS ARE REQUIRED FOR ANY POTENTIAL EXPENDITURE OVER $3,000. BOARD MEMBERS THAT ARE RELATED PARTIES TO ANY TRANSACTION ARE NOT ALLOWED TO VOTE ON THAT TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15A | BOARD OF DIRECTORS FORMS A SEARCH COMMITTEE MADE UP OF BOARD MEMBERS AND NON-MEMBERS. THE SEARCH COMMITTEE REVIEWS DEMOGRAPHIC DATA FOR COMPENSATION LEVELS OF CEO'S IN SIMILAR SIZED ORGANIZATIONS. THE SEARCH COMMITTEE RECOMMENDS A COMPENSATION LEVEL TO THE EXECUTIVE COMMITTEE, WHO THEN APPROVES AND SUBMITS TO THE ENTIRE BOARD FOR A VOTE. THE LAST COMPENSATION REVIEW/UPDATE PROCESS WAS COMPLETED IN 2016. FOR COMPENSATION FOR ALL OTHER POSITIONS IN THE ORGANIZATION, CEO REVIEWS DEMOGRAPHIC DATA FOR COMPENSATION LEVELS FOR SIMILAR POSITIONS IN SIMILARLY SIZED ORGANIZATIONS. BOARD MEMBERS MAY BE CONSULTED, BUT BOARD APPROVAL IS NOT REQUIRED. THE LAST COMPENSATION REVIEW/UPDATE PROCESS WAS COMPLETED IN 2016. |
| FORM 990, PART VI, SECTION C, LINE 19 | AUDITED FINANCIAL STATEMENTS AND 990 ARE POSTED ON THE WEBSITE. KEY FINANCIAL DATA IS PUBLISHED IN ANNUAL REPORT TO THE PUBLIC. CONFLICT OF INTEREST POLICY AND LIST OF BOARD OF DIRECTORS ARE ALSO PUBLISHED ON THE ORGANIZATIONS WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF INTEREST IN CHARITABLE REMAINDER TRUSTS 15,938. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELENS HOPE CHEST | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 E UNIVERSITY | AddressLine1Txt |
| City | MESA | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464747933 | EIN |
| Primary Activities | FOSTER CHILD SUPPORT | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MESA UNITED WAY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | 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 | 0 | 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 | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | 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
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HELENS HOPE CHEST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $491,082 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments