2017-02-10T18:37:56-06:00 2016-06-30 410746749 CLIFTONLARSONALLEN LLP 20 EAST THOMAS ROAD SUITE 2300 PHOENIX AZ 85012 990 2015-07-01 860198599 MESA UNITED WAY INC MESA 4808342109 137 EAST UNIVERSITY DRIVE MESA AZ 852015929 MARK YOUNG PRESIDENT & CEO 4808342109 2017-01-31 1 JACQUELINE ECKMAN P01300648 6022662248 2015 2021-01-29 14:40:06Z MARK YOUNG 137 EAST UNIVERSITY DRIVE MESA AZ 852015929 4030338 0 X WWW.MESAUNITEDWAY.ORG X 1966 AZ UNITING COMMUNITY. INSPIRING DONORS. IMPROVING LIVES. 53 53 87 400 0 0 3349956 3468686 0 0 71714 97216 9066 -6112 3430736 3559790 2102285 2112244 0 0 706951 717596 0 0 248720 559202 742181 3368438 3572021 62298 -12231 5165964 5103112 1742478 1617341 3423486 3485771 X UNITING COMMUNITY. INSPIRING DONORS. IMPROVING LIVES. 0 0 2112244 2112244 AGENCY ALLOCATIONS - SEE SCHEDULE O. 288971 COMMUNITY IMPACT - SEE SCHEDULE O. 113763 COMMUNITY AWARENESS (COMMUNICATIONS) - SEE SCHEDULE O. 555426 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 2013 TAX SEASON, 76 MESA VITA VOLUNTEERS CONTRIBUTED OVER 4,071 HOURS OF THEIR TIME TO COMPLETE MORE THAN 4,450 TAX RETURNS. DUE TO THEIR EFFORTS, OVER $4.4 MILLION TAX DOLLARS WERE RETURNED TO THE MEMBERS OF OUR COMMUNITY WHO NEED IT THE MOST. THESE FIGURES EACH REPRESENT A GROWTH OF APPROXIMATELY 61% OVER THOSE FOR THE 2012 TAX SEASON. OVER 482 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, 42 OPERATION SECOND WIND MEMBERS SERVED OVER 29,500 HOURS AT 18 SEPARATE PROGRAMS OPERATED BY 9 DIFFERENT NON-PROFIT AGENCIES WITHIN MESA. THIS PROGRAM HAS BEEN RENEWED FOR A FIFTH YEAR AND WITH 42 MEMBERS SERVING MEMBERS OF THE COMMUNITY. 555426 3070404 1 1 0 0 0 1 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 12 0 1 87 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 53 53 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 AZ X X X THE ORGANIZATION 4808342109 137 EAST UNIVERSITY DRIVE MESA AZ 852015929 RICHARD J ADAMS JR BOARD MEMBER 1.00 X 0 0 0 STEVE ADAMS BOARD MEMBER 1.00 X 0 0 0 BRIAN ALLEN BOARD VICE-CHAIRMAN 1.00 1.00 X X 0 0 0 BYRON F ALLEN BOARD ETHICS OFFICER 1.00 1.00 X X 0 0 0 BRYCE ARNETT BOARD MEMBER 1.00 X 0 0 0 MARY BALDWIN BOARD MEMBER 1.00 X 0 0 0 DENNY BARNEY BOARD MEMBER 1.00 X 0 0 0 STEVE BECK BOARD SECRETARY 1.00 1.00 X X 0 0 0 CHRIS BRADY BOARD MEMBER 1.00 X 0 0 0 THOMAS BROWN BOARD MEMBER 1.00 X 0 0 0 DEE H BURTON BOARD MEMBER 1.00 X 0 0 0 SUSAN CARLAND BOARD MEMBER 1.00 X 0 0 0 JAMES E CHRISTENSEN BOARD TREASURER 1.00 1.00 X X 0 0 0 BETH COONS BOARD MEMBER 1.00 X 0 0 0 MICHAEL COWAN BOARD MEMBER 1.00 X 0 0 0 TIM COWLEY BOARD MEMBER 1.00 X 0 0 0 JIM CRUTCHER BOARD MEMBER 1.00 X 0 0 0 PATRICIA FIMBRES BOARD MEMBER 1.00 X 0 0 0 MARC GARCIA BOARD MEMBER 1.00 X 0 0 0 GARY FLEMING BOARD MEMBER 1.00 1.00 X 0 0 0 SHERRI FRIEND BOARD MEMBER 1.00 X 0 0 0 MAJOR JOHN C GILES BOARD MEMBER 1.00 X 0 0 0 RANDALL L GRAY BOARD MEMBER 1.00 X 0 0 0 KRISSY HANSON BOARD MEMBER 1.00 X 0 0 0 SALLY HARRISON BOARD MEMBER 1.00 1.00 X 0 0 0 CRAIG HENRY BOARD MEMBER 1.00 X 0 0 0 ALAN HEYWOOD BOARD MEMBER 1.00 X 0 0 0 SANDRA HUDSON BOARD MEMBER 1.00 X 0 0 0 DOUG JOHNSON BOARD MEMBER 1.00 X 0 0 0 HON DENNIS KAVANAUGH BOARD MEMBER 1.00 X 0 0 0 ANNE MCCAWLEY BOARD MEMBER 1.00 X 0 0 0 DEA MCDONALD BOARD MEMBER 1.00 X 0 0 0 DEBBIE MIDDLETON BOARD MEMBER 1.00 X 0 0 0 JEFF MIRASOLA BOARD MEMBER 1.00 X 0 0 0 LINDA MOESER BOARD MEMBER 1.00 X 0 0 0 KEVIN R NIELSEN BOARD MEMBER 1.00 X 0 0 0 JON NIELSON BOARD MEMBER 1.00 X 0 0 0 SHOUAN PAN BOARD MEMBER 1.00 X 0 0 0 SCOTT PERKINSON BOARD CHAIRMAN 1.00 1.00 X X 0 0 0 GARY PIERCE BOARD MEMBER 1.00 X 0 0 0 THOMAS H RHODES BOARD MEMBER 1.00 X 0 0 0 LAURA ROBERTSON BOARD MEMBER 1.00 X 0 0 0 THOMAS SCHILDGEN BOARD MEMBER 1.00 X 0 0 0 DR RUTH TAN LIM BOARD MEMBER 1.00 X 0 0 0 DEAN TAYLOR BOARD MEMBER 1.00 X 0 0 0 JACKI TAYLOR BOARD MEMBER 1.00 X 0 0 0 WILFORD TAYLOR BOARD MEMBER 1.00 X 0 0 0 DEANNA VILLANUEVA-SAUCEDO BOARD MEMBER 1.00 X 0 0 0 DAVID WADE BOARD MEMBER 1.00 X 0 0 0 RON WELLS BOARD MEMBER 1.00 X 0 0 0 JO WILSON BOARD MEMBER 1.00 1.00 X 0 0 0 JASON WISEMAN BOARD MEMBER 1.00 X 0 0 0 LARRY J YOUNG BOARD MEMBER 1.00 X 0 0 0 T DAN WOLLAM PRESIDENT & CEO TO 12/2/15 40.00 2.00 X 110030 0 23459 CLAUDIA R WALTERS PRESIDENT & CEO AFTER 12/1/15 40.00 2.00 X 6083 0 0 MARK YOUNG EXECUTIVE VICE-PRESIDENT 40.00 2.00 X 57807 0 10837 W RICHARD JAMES V.P. OF BUSINESS & FINANCE 40.00 2.00 X 75265 0 11733 249185 0 46029 1 0 0 0 0 9409 3459277 81707 3468686 75175 75175 459517 437476 22041 22041 22041 26960 9409 33072 -6112 -6112 3559790 0 0 91104 X 2112244 2112244 302215 178167 82176 41872 322435 185673 47885 88877 11163 5463 2340 3360 37870 24019 3310 10541 43913 25457 9035 9421 25944 12047 7376 6521 26390 26390 283058 283058 11939 10227 1712 78188 22191 30165 25832 13290 6116 2514 4660 11868 8829 90 2949 16319 9374 4231 2714 92221 46635 22793 22793 11080 6939 1456 2685 AGENCY INITIATIVES 179652 179252 400 REPAIRS AND MAINTENANCE 53103 26707 12161 14235 PROCESSING FEES 12860 3201 487 9172 EQUIPMENT LEASE 2569 1105 488 976 -76300 -76300 3572021 3070404 252897 248720 110432 17800 266895 290747 795552 780367 19559 17707 2050433 699277 1414139 1351156 2234591 2312160 161413 162141 163383 171034 5165964 5103112 79321 23309 1213762 1104663 21113 29134 428282 460235 1742478 1617341 X 2699341 2722897 172963 211692 551182 551182 3423486 3485771 5165964 5103112 X -12231 80967 -6451 X X 0 1 X 1 0 X 3423545 3783516 3155530 3349956 3468686 17181233 3423545 3783516 3155530 3349956 3468686 17181233 17181233 23267 36818 36941 62769 75175 234970 17416203 190986 0.98650 0.98890 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2 0 6500 41694 1 1 577022 43436 23686 6505 590267 590469 15680 23032 6095 577022 519689 31493 39287 590469 0.93380 0.06620 0 0 6475 6475 1740040 440156 1299884 296918 258071 38847 7000 1050 5950 1351156 CASH HELD IN TRUST 460235 460235 X PART V, LINE 4: TO PROVIDE AN INSTRUMENT FOR LONG TERM AND DEFERRED DONATIONS. EACH YEAR, 4% OF ENDOWMENT FUND BALANCE WILL BE ALLOCATED TO A QUALIFIED MEMBER AGENCY. PART X, LINE 2: THE ORGANIZATION 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 FINANCIAL STATEMENT 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 THE ORGANIZATION'S FINANCIAL STATEMENTS. 2015 CAMPAIGN FINALE EVENT 24360 24360 13761 4164 2015 LEISURE WORLD GOLF TOURNAMENT 12009 9409 2600 9409 701 25 1 4000 1012 36369 9409 26960 9409 4000 14462 5176 25 33072 -6112 1 A NEW LEAF 868 E UNIVERSITY DR MESA AZ 85203 860256667 501C3 178584 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS ALZHEIMER'S ASSOCIATION 1028 E MCDOWELL RD PHOENIX AZ 85006 860402582 501C3 9141 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS AMERICAN RED CROSS - GRAND CANYON CHAPTER 6135 N BLACK CANYON HIGHWAY PHOENIX AZ 85015 530196605 501C3 6754 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS AZ BRAINFOOD INC 2635 N RIDGE MESA AZ 85203 263946158 501C3 23924 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS BIG BROTHERS BIG SISTERS OF CENTRAL AZ 1010 E MCDOWELL STE 400 PHOENIX AZ 85006 860205254 501C3 6408 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS BOY SCOUTS OF AMERICA GRAND CANYON COUNCIL 2969 N GREENFIELD RD PHOENIX AZ 850167715 860101295 501C3 24664 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS BOYS & GIRLS CLUB OF THE EAST VALLEY 1405 E GUADALUPE RD 4 TEMPE AZ 85283 860550646 501C3 14135 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS CHILD CRISIS CENTER PO BOX 4114 MESA AZ 85201 860407090 501C3 84341 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS 50 E NORTH TEMPLE ROOM 1521 SALT LAKE CITY UT 84150 237300405 501C3 8580 DONOR DESIGNATIONS COLLEGE BOUND MESA 137 E UNIVERSITY DRIVE MESA AZ 85201 860198599 501C3 18010 DONOR DESIGNATIONS COMMUNITY BRIDGES INC 1811 S ALMA SCHOOL RD 160 MESA AZ 85210 942880847 501C3 13737 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATION COMMUNITY LEGAL SERVICES PO BOX 21538 PHOENIX AZ 85036 860166615 501C3 12000 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS COX CHARITIES 1550 W DEER VALLEY RD PHOENIX AZ 85027 860348306 501C3 16436 DONOR DESIGNATIONS EAST VALLEY ADULT RESOURCES 45 W UNIVERSITY DR A MESA AZ 852015831 942596075 501C3 33598 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS EAST VALLEY FIREFIGHTER CHARITIES FOUNDATION PO BOX 5954 MESA AZ 852115954 205187068 501C3 6222 DONOR DESIGNATIONS FOUNDATION FOR BLIND CHILDREN 1235 E HARMONT DR PHOENIX AZ 850203864 860129981 501C3 11951 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS GIRL SCOUTS ARIZONA CACTUS PINE COUNCIL PO BOX 21776 PHOENIX AZ 85036 860133397 501C3 16208 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS HACIENDA INC 1402 E SOUTH MOUNTAIN AVE PHOENIX AZ 85040 860253158 501C3 15394 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS HELEN'S HOPE CHEST 126 E UNIVERSITY DRIVE MESA AZ 85201 860198599 501C3 288437 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS HOUSE OF REFUGE 6935 E WILLIAMS FIELD RD MESA AZ 85212 860662244 501C3 10000 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST 5049 E BROADWAY BLVD 102 TUCSON AZ 857113646 860252302 501C3 20850 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS MARC CENTER OF MESA INC 924 N COUNTRY CLUB DR MESA AZ 85201 860137109 501C3 31875 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS MARICOPA COMMUNITY COLLEGES FOUNDATION 2419 W 14TH ST TEMPE AZ 85281 860327449 501C3 14492 DONOR DESIGNATIONS MESA COMMUNITY ACTION NETWORK 635 E BROADWAY RD MESA AZ 85204 860558407 501C3 26548 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS MESA FOUNDATION FOR EDUCATIONAL EXCELLENCE 549 N STAPLEY DR MESA AZ 85203 860550594 501C3 19874 DONOR DESIGNATIONS MESA UNITED WAY 137 E UNIVERSITY DRIVE MESA AZ 85201 860198599 501C3 103680 DONOR DESIGNATIONS MPS SERVICE LEARNING 63 E MAINT ST MESA AZ 85201 860550594 501C3 5177 DONOR DESIGNATIONS OAKWOOD CREATIVE CARE PO BOX 1213 MESA AZ 85211 860575242 501C3 27645 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS PAZ DE CRISTO COMMUNITY CENTER 424 W BROADWAY RD MESA AZ 85210 261669496 501C3 19642 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS SAVE THE FAMILY FOUNDATION OF AZ 450 W 4TH PLACE MESA AZ 85201 860665712 501C3 55695 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS ST JOSEPH THE WORKER PO BOX 13503 PHOENIX AZ 85002 860600437 501C3 10408 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS SUNSHINE ACRES 3405 N HIGLEY RD MESA AZ 85215 860196532 501C3 57610 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS THE PHOENIX ZOO 455 N GALVIN PKWY PHOENIX AZ 85008 201917394 501C3 7500 DONOR DESIGNATIONS THE SALVATION ARMY PO BOX 1120 MESA AZ 852111120 860096791 501C3 15536 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS UNITED FOOD BANK 245 S NINA DR MESA AZ 85210 860505273 501C3 95434 MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS USC NORRIS COMPREHENSIVE CANCER CENTER 1441 EASTLAKE AVE LOS ANGELES CA 90033 951642394 501C3 32774 DONOR DESIGNATIONS VALLEY OF THE SUN UNITED WAY PO BOX 10748 PHOENIX AZ 85064 860104419 501C3 25251 DONOR DESIGNATIONS 37 0 PART I, LINE 2: AN INDEPENDENT COMMITTEE REVIEWS APPLICATIONS FOR FUNDING FROM VARIOUS ORGANIZATIONS ON AN ANNUAL BASIS. FUNDING AMOUNTS ARE BASED ON THE OVERALL STRENGTH OF THE ORGANIZATIONS PROGRAM, THEIR OVERHEAD LEVEL, AND AUDIT RESULTS. ORGANIZATIONS SUBMIT A QUARTERLY REPORT ON THE STATUS OF THE PROGRAM BEING FUNDED. THE REPORTS ARE REVIEWED FOR ADEQUACY AND FUNDS, FOR THAT QUARTER, ARE SUBSEQUENTLY DISTRIBUTED. X 29118 IRS CHART X 1 7000 FMV X TAX PREP EQ 1 23766 FMV X GOLF FR ITEMS 8 9409 RETAIL PRICE X DIAMONDBACK TICKETS 300 7600 FACE VALUE X EVENT PASSES 54 1942 RETAIL PRICE X GIFT CERTIFICATES 8 1610 FACE VALUE X MISC ITEMS 3 1262 FMV 0 0 1 0 PART I, COLUMN (B): NUMBER OF ITEMS RECEIVED. FORM 990, PART III, LINE 4A AGENCY ALLOCATIONS: MESA UNITED WAY'S COMMUNITY INVESTMENT PROCESS EMPOWERS PEOPLE WHO LIVE OR WORK IN MESA TO HELP INVEST COMMUNITY CHEST CONTRIBUTIONS WHERE THEY MATTER MOST. VOLUNTEERS FROM MESA SCHOOLS, COMPANIES, CHURCHES, AND NEIGHBORHOODS WORK IN TEAMS, VISITING EACH AGENCY IN THEIR AREA OF INTEREST TO SEE FIRST-HAND HOW LIVES ARE BEING CHANGED. THEY ASK IN-DEPTH QUESTIONS ABOUT THE ORGANIZATION TO DETERMINE ITS FINANCIAL HEALTH, CLIENT OUTCOMES AND AREAS IN NEED OF IMPROVEMENT. ONCE THE VISITS HAVE BEEN COMPLETED, THE TEAMS MAKE RECOMMENDATIONS FOR FUNDING TO MESA UNITED WAY'S BOARD OF DIRECTORS. IN MANY CASES, FUNDING IS INCREASED OVER THE PREVIOUS YEAR TO HELP THE AGENCY BETTER SERVE THE NEEDS OF THE COMMUNITY. SOMETIMES, HOWEVER, THE VOLUNTEERS DETERMINE THAT THE MONEY WOULD BE BETTER SPENT IN A DIFFERENT PROGRAM OR AGENCY, AND RECOMMEND REDUCING OR ELIMINATING FUNDING. THE RESULT IS AN ASSURANCE THAT DONOR CONTRIBUTIONS ARE SPENT WISELY, AND IN A MANNER THAT HAS MIXIMUM POSITIVE IMPACT ON THE PEOPLE OF MESA. WITH THE COMMUNITY CHEST DOLLARS, OVER 35 SOCIAL SERVICE AGENCIES PROVIDE 60 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. 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 B, LINE 11 THE AUDIT COMMITTEE REVIEWS THE FORM 990 WHICH IS PREPARED BY 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 THEN MADE TO THE GENERAL BOARD ALONG WITH AUDIT COMMITTEES RECOMMENDATIONS. A COPY OF THE FORM 990 IS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING. ONCE ACCEPTED, THE TAX PREPARER IS NOTIFIED TO FINALIZE AND FILE THE 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 2015. 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 COMPENSATION REVIEW PROCESS WAS LAST UNDERTAKEN IN 2015. FORM 990, PART VI, SECTION C, LINE 19 AUDITED FINANCIAL STATEMENTS AND 990 ARE POSTED ON THE WEBSITE. KEY FINANCIAL DATA IS PUBLISHED IN ANNUAL REPORT TO THE PUBLIC. CONFLICT OF INTEREST POLICY AND LIST OF BOARD OF DIRECTORS ARE ALSO PUBLISHED ON THE ORGANIZATIONS WEBSITE. FORM 990, PART IX, LINE 24E VITA DONATED SERVICES ADJUSTMENT: PROGRAM SERVICE EXPENSES -76,300. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -76,300. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST IN CHARITABLE REMAINDER TRUSTS -6,451. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. HELENS HOPE CHEST 126 E UNIVERSITY MESA AZ 85201 464747933 FOSTER CHILD SUPPORT AZ 501(C)(3) LINE 7 MESA UNITED WAY INC 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 HELENS HOPE CHEST B 288437 FMV