2017-03-08T11:05:45-06:00 2016-06-30 ERNST & YOUNG US LLP TWO NORTH CENTRAL AVENUE STE 2300 PHOENIX AZ 85004 990 2015-07-01 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 2017-03-02 true BRENDA GRIESEMER P00264669 6023223000 2015 2021-01-29 14:40:06Z Merl Waschler 3200 E CAMELBACK RD STE 375 PHOENIX AZ 85018 96705922 false X WWW.VSUW.ORG X 1925 AZ IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. 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2.0 0.0 X 0 0 0 CARL LANDRUM 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 CURTIS REED DIRECTOR 2.0 0.0 X 0 0 0 DERRICK HALL DIRECTOR 2.0 0.0 X 0 0 0 EILEEN KLEIN DIRECTOR 2.0 0.0 X 0 0 0 ELEANOR MILLWOOD DIRECTOR 2.0 0.0 X 0 0 0 ELLIOT GARBUS 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 JOHN HOOPES DIRECTOR 2.0 0.0 X 0 0 0 KATHY HANCOCK DIRECTOR 2.0 0.0 X 0 0 0 KENNETH CHERRY DIRECTOR 2.0 0.0 X 0 0 0 KEVIN MORAN 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 MIKE MILLER DIRECTOR 2.0 0.0 X 0 0 0 MIKE TULLY DIRECTOR 2.0 0.0 X 0 0 0 PAT ROURKE DIRECTOR 2.0 0.0 X 0 0 0 PETE GORRAIZ DIRECTOR 2.0 0.0 X 0 0 0 RICK NAIMARK DIRECTOR 2.0 0.0 X 0 0 0 ROB 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Scottsdale AZ 85258 AUDIO/VIDEO CONSULT 199308 TLC Technical LLC PO Box 792 Gilbert AZ 85299 IT ConsultinG 142080 Ernst Young LLP 3712 Solutions Center Chicago IL 60677 Audit and Tax SVCS 118811 3 1794926 206130 48018504 42227741 7953264 92247301 DONOR DESIGNATED FUNDS PROCESSING FEES 900099 689103 689103 0 0 689103 1928188 1928188 0 0 0 0 0 1712947 830084 882863 882863 882863 33440 206130 114273 -80833 -80833 0 0 MISCELLANEOUS REVENUE 900099 94943 94943 0 0 94943 95761565 784046 0 2730218 80946436 80946436 334870 334870 0 0 0 0 605634 224149 238792 142693 212968 78821 83970 50177 7661187 3632902 1683697 2344588 285037 131092 67041 86904 1148460 528325 275520 344615 632400 295030 147516 189854 0 42290 16496 23377 2417 55586 0 55586 0 0 0 0 0 0 0 34389 0 34389 0 536449 326948 119306 90195 599449 238638 205435 155376 423506 210211 84910 128385 408056 152443 181307 74306 0 0 0 0 867031 435921 166690 264420 64305 37973 3096 23236 0 0 0 0 135624 82090 18229 35305 0 0 0 0 441958 163572 174257 104129 488446 253285 81665 153496 50956 23503 12869 14584 Printing and Publications 387219 232739 15101 139379 Banking, Payroll, Permits 219497 70948 103822 44727 Special Events 116714 20072 21296 75346 ALL OTHER EXPENSES 145434 55825 63942 25667 96843901 88492289 3861813 4489799 0 0 0 13304851 10501180 16698698 14027952 0 0 0 0 0 0 0 0 0 0 256413 416007 3322603 1364433 2202562 1958170 58269422 52491340 0 0 0 0 0 0 0 467099 90731946 79861748 11544827 12632435 13520219 7027073 0 0 0 0 0 0 0 0 0 0 0 0 0 0 25065046 19659508 X 48067543 42964725 2432012 1484981 15167345 15752534 65666900 60202240 90731946 79861748 -1082336 -4382324 0 0 0 X false true X true true true X 83146567 102956190 113209344 119967817 92247301 511527219 0 0 83146567 102956190 113209344 119967817 92247301 511527219 0 511527219 1263861 1445606 1588683 2055499 1928188 8281837 0 0 519809056 2660022 0.98407 0.98519 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false true 83831 false false 83831 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: - SB1216 AND SB1217 - MET WITH ELECTED AND APPOINTED OFFICIALS TO INCREASE AMOUNT OF THE CHARITABLE TAX CREDIT AND TO EXTEND THE DONATION DEADLINE FROM DECEMBER 31 TO APRIL 15. - HCR 2037/HCR 2044 EARLY CHILDHOOD LITERACY - MET WITH ELECTED AND APPOINTED OFFICIALS TO PREVENT LEGISLATION THAT WOULD PUT IN JEOPARDY THE FIRST THINGS FIRST PROGRAM THAT SUPPORTS EARLY CHILDHOOD DEVELOPMENT. - HB 2309 CHILDRENS HEALTH INSURANCE PROGRAM (CHIP) - MET WITH ELECTED AND APPOINTED OFFICIALS TO PROMOTE KIDSCARE, THE ARIZONA HEALTH INSURANCE PROGRAM FOR LOW INCOME CHILDREN. 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 $83,831 WAS DIRECTLY RELATED TO THE ACTIVITIES DESCRIBED ABOVE. 2 0 21137 12840 true true 44936498 733641 -1383914 1536040 42750185 45365202 1179646 -94161 1514189 44936498 39411852 300625 7071167 1418442 45365202 36334757 4609 4374510 1302024 39411852 37286105 74260 -143308 882300 36334757 0.63000 0.37000 false false 0 0 998164 45396 952768 0 1309629 657382 652247 1014810 661655 353155 1958170 0 0 X 78416571 -4382324 79671 114273 -4188380 82604951 34389 13122225 13156614 95761565 83881231 79671 114273 193944 83687287 34389 13122225 13156614 96843901 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, 2016 AND 2015. SCHEDULE D, PART XI, LINE 2D $114,273 - 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 $13,122,225 - 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 $114,273 - 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 $13,122,225 - 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 175286 141846 33440 41303 32000 31409 Scavenger hunt 64284 64284 2000 7561 0 239570 206130 33440 41303 34000 38970 114273 -80833 true A New Leaf Foundation 868 East University Drive MESA AZ 85203 860377821 501(c)(3) 823147 PROGRAM SUPPORT Aid To Adoption Of Special Kids 2320 North 20th Street Phoenix AZ 85006 860611935 501(c)(3) 150968 16125 FMV VARIOUS IN-KIND PROGRAM SUPPORT American Red Cross 6135 N Black Canyon Phoenix AZ 85015 530196605 501(C)(3) 100792 6150 FMV VARIOUS IN-KIND PROGRAM SUPPORT Applied Survey Research PO Box 1927 Watsonville CA 95077 942711764 501(C)(3) 50694 PROGRAM SUPPORT Arizona Career Pathways 108 N 40th St Phoenix AZ 85034 274590173 501(C)(3) 90000 PROGRAM SUPPORT Arizona Center for Afterschool Excellence 112 N Central Avenue Phoenix AZ 85004 861009220 501(C)(3) 41492 PROGRAM SUPPORT Arizona Children Association of Phoenix 2833 North Third Street Phoenix AZ 85004 860096772 501(C)(3) 37500 PROGRAM SUPPORT Arizona Coalition to End Homelessness 141 E Palm Lane Phoenix AZ 85004 860909029 501(C)(3) 11787 PROGRAM SUPPORT Arizona Community Foundation 2201 E Camelback Rd Phoenix AZ 85016 860348306 501(C)(3) 10000 PROGRAM SUPPORT Arizona Housing 230 South 12th Avenue Phoenix AZ 85007 860811431 501(C)(3) 359085 PROGRAM SUPPORT Arizona Literacy & Learning Center Inc 2833 North 3rd Street Phoenix AZ 85004 860615007 501(C)(3) 246900 PROGRAM SUPPORT Arizona State University 411 North Central Avenue Phoenix AZ 85004 866051042 501(C)(3) 15180 PROGRAM SUPPORT Association for Supportive Child Care 3910 South Rural Road Tempe AZ 85282 860332919 501(C)(3) 5247658 18824 FMV VARIOUS IN-KIND PROGRAM SUPPORT Association of Arizona Food Banks 2100 N Central Avenue Phoenix AZ 85004 860507679 501(C)(3) 50630 PROGRAM SUPPORT Balsz School District 4825 E Roosevelt Street Phoenix AZ 85008 866000495 GOVERNMENT 96667 PROGRAM SUPPORT Banner Olive Branch Senior Center 11250 North 107th Avenue Sun City AZ 85351 942745413 501(C)(3) 88798 10410 fmv VARIOUS IN-KIND PROGRAM SUPPORT Catholic Charities Community Service 4747 North 7th Avenue Phoenix AZ 85013 860239999 501(C)(3) 219766 34332 FMV VARIOUS IN-KIND PROGRAM SUPPORT Central Arizona Shelter Services 230 South 12th Avenue Phoenix AZ 85007 860500753 501(C)(3) 798208 PROGRAM SUPPORT Chandler Christian Community CENTER 345 S California St CHANDLER AZ 85225 860428780 501(C)(3) 413698 PROGRAM SUPPORT Chicanos Por La Causa - Phoenix 1112 East Buckeye Road Phoenix AZ 85034 860227210 501(C)(3) 149982 21780 FMV VARIOUS IN-KIND PROGRAM SUPPORT Child & Family Resources 700 W Campbell Ave Phoenix AZ 85013 860251984 501(C)(3) 1890976 PROGRAM SUPPORT Child Crisis Center East Valley 817 North Country Club Drive Mesa AZ 85211 860407090 501(C)(3) 244214 PROGRAM SUPPORT Children's Action Alliance 4001 N 3rd Street Phoenix AZ 85012 860594785 501(C)(3) 15882 PROGRAM SUPPORT Chrysalis Shelter for Victims of DV 1010 East McDowell Road Phoenix AZ 85006 860447620 501(C)(3) 104497 3855 FMV VARIOUS IN-KIND PROGRAM SUPPORT Circle the City 333 W Indian School Rd Phoenix AZ 85013 262420730 501(C)(3) 77260 PROGRAM SUPPORT City of Phoenix 1802 West Encanto Blvd Phoenix AZ 85007 290018580 Government 6940 9900 FMV VARIOUS IN-KIND PROGRAM SUPPORT Community Bridges Inc 1811 S Alma School Road Mesa AZ 85210 860823871 501(C)(3) 458527 PROGRAM SUPPORT Community Information and REFERRAL 2200 North Central Ave Phoenix AZ 85004 860374813 501(C)(3) 246200 10254 FMV VARIOUS IN-KIND PROGRAM SUPPORT Community Legal Services Inc 305 South 2nd Avenue Phoenix AZ 85003 860166615 501(C)(3) 174911 12285 FMV VARIOUS IN-KIND PROGRAM SUPPORT Concerned Citizens For Community health 7700 East Roosevelt Scottsdale AZ 85251 953416943 501(C)(3) 38999 PROGRAM SUPPORT Daring Adventures 1945 W Moringside Dr Phoenix AZ 85023 860749240 501(C)(3) 22873 PROGRAM SUPPORT Desert Mission Inc 9100 N 2nd Street Phoenix AZ 85020 860096941 501(C)(3) 90792 1125 FMV VARIOUS IN-KIND PROGRAM SUPPORT Dysart Community Center 14414 N El Mirage Road El Mirage AZ 85335 866031134 501(C)(3) 44652 PROGRAM SUPPORT East Valley Adult Resources 45 W University Mesa AZ 85201 942596075 501(C)(3) 53006 PROGRAM SUPPORT East Valley JCC 908 E Alma School Road Chandler AZ 85224 860618301 501(C)(3) 107837 330 FMV VARIOUS IN-KIND PROGRAM SUPPORT Easter Seals Blake Foundation 401 E Jefferson Street Phoenix AZ 85004 860093224 501(C)(3) 1952555 PROGRAM SUPPORT EMPACTSuicide Prevention Center 1232 East Broadway Road Tempe AZ 85282 742562293 501(C)(3) 50322 PROGRAM SUPPORT Empower College Prep 5757 N Central Ave Phoenix AZ 85012 900717690 501(C)(3) 13000 PROGRAM SUPPORT Experience Matters Consortium Inc 360 E Coronado St Phoenix AZ 85004 453788542 501(C)(3) 15000 PROGRAM SUPPORT Family Service Agency 2400 North Central Avenue Phoenix AZ 85004 860096792 501(C)(3) 52087 PROGRAM SUPPORT Florence Crittenton Services 715 West Mariposa Street Phoenix AZ 85013 860103282 501(C)(3) 41370 3735 FMV VARIOUS IN-KIND PROGRAM SUPPORT Foundation For Blind Children 1235 East Harmont Drive Phoenix AZ 85020 860129981 501(C)(3) 278737 PROGRAM SUPPORT Friendly House Inc 802 South First Avenue Phoenix AZ 85003 860120506 501(C)(3) 834987 85410 FMV VARIOUS IN-KIND PROGRAM SUPPORT Greater Phoenix Urban League 1402 South 7th Avenue Phoenix AZ 85007 860124189 501(C)(3) 91147 PROGRAM SUPPORT Helping Hands for Single Moms PO Box 7737 Goodyear AZ 85338 680489835 501(C)(3) 107471 1200 FMV VARIOUS IN-KIND PROGRAM SUPPORT Homeless ID Project 1125 W Jackson Street Phoenix AZ 85007 860664652 501(C)(3) 11246 PROGRAM SUPPORT Homeward Bound 2302 West Colter Street Phoenix AZ 85015 860660875 501(C)(3) 341597 PROGRAM SUPPORT House of Refuge 9835 N 7th Street Phoenix AZ 85020 861026266 501(C)(3) 39419 PROGRAM SUPPORT Jobs for Arizona Graduates PO Box 10937 Scottsdale AZ 852710937 860669709 501(C)(3) 640162 PROGRAM SUPPORT Johns Hopkins University & Health System 12529 Collections Center Chicago IL 60693 521465301 501(C)(3) 66053 PROGRAM SUPPORT Jumpstart for Young Children Inc 308 Congress Street Boston MA 02210 043262046 501(C)(3) 20000 PROGRAM SUPPORT Keogh Health Foundation 1750 East Glendale Avenue Phoenix AZ 85020 200251176 501(c)(3) 15638 PROGRAM SUPPORT Labors Community Service Agency 5818 North 7th Street Phoenix AZ 85014 860300832 501(c)(3) 278931 360 FMV VARIOUS IN-KIND PROGRAM SUPPORT Lodestar Day Resource Center 1125 West Jackson Street Phoenix AZ 85007 260235106 501(c)(3) 828615 PROGRAM SUPPORT National Council On Alcohol 4201 North 16th Street Phoenix AZ 85016 860208873 501(c)(3) 55996 PROGRAM SUPPORT Native American Connections 4520 North Central Avenue Phoenix AZ 85012 860293585 501(c)(3) 230386 21933 FMV VARIOUS IN-KIND PROGRAM SUPPORT Neighborhood Ministries 1918 W Van Buren Street Phoenix AZ 85009 860809052 501(c)(3) 67964 PROGRAM SUPPORT Neighbors Who Care 10450 East Riggs Road Chandler AZ 85248 860966061 501(c)(3) 24930 PROGRAM SUPPORT New Life Center PO Box 5005 Goodyear AZ 85338 860635950 501(C)(3) 88770 PROGRAM SUPPORT Phoenix Day Child and Family Learning Ctr 115 East Tonto Street Phoenix AZ 85004 860096782 501(c)(3) 529276 7823 FMV VARIOUS IN-KIND PROGRAM SUPPORT Phoenix Indian Center Inc 4520 N Central Avenue Phoenix AZ 85012 866006566 501(c)(3) 71253 6300 FMV VARIOUS IN-KIND PROGRAM SUPPORT Phoenix Rescue Mission 1801 S 35th Avenue Phoenix AZ 85009 866057771 501(c)(3) 74719 PROGRAM SUPPORT Phoenix Shanti Group 2345 West Glendale Avenue Phoenix AZ 85021 860592079 501(c)(3) 23542 2400 FMV VARIOUS IN-KIND PROGRAM SUPPORT Read Better Be Better 1517 E Palm Lane Phoenix AZ 85006 474003520 501(c)(3) 21500 PROGRAM SUPPORT Salvation Army 2707 E Van Buren Avenue Phoenix AZ 85008 941156347 501(c)(3) 454586 7500 FMV VARIOUS IN-KIND PROGRAM SUPPORT Save The Family Foundation of Arizona 450 West 4th Place Mesa AZ 85201 860665712 501(c)(3) 115538 900 FMV VARIOUS IN-KIND PROGRAM SUPPORT Society of St Vincent de Paul 420 West Watkins Road Phoenix AZ 85003 860096789 501(c)(3) 224704 12750 FMV VARIOUS IN-KIND PROGRAM SUPPORT Sojourner Center PO Box 20156 Phoenix AZ 85036 942465081 501(c)(3) 170610 PROGRAM SUPPORT Southwest Autism Research & Resource Ctr 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) 3917005 PROGRAM SUPPORT St Joseph The Worker 1125 W Jackson Street Phoenix AZ 85007 860600437 501(c)(3) 132966 60 FMV VARIOUS IN-KIND PROGRAM SUPPORT Stand for Children Leadership Center 645 N 4th Avenue Phoenix AZ 85003 521957214 501(c)(3) 60000 PROGRAM SUPPORT Stardust Building Supplies Inc 1720 W Broadway Road Mesa AZ 85202 860868376 501(c)(3) 110000 6785939 FMV VARIOUS IN-KIND PROGRAM SUPPORT Tempe Community Action Agency 2150 East Orange Street Tempe AZ 85281 860254820 501(c)(3) 214637 PROGRAM SUPPORT Tempe Community Council 34 East 7th Street Tempe AZ 85281 510189790 501(c)(3) 76552 4140 FMV VARIOUS IN-KIND PROGRAM SUPPORT Tumbleweed Center for Youth Development 1419 North Third Street Phoenix AZ 85004 237284153 501(c)(3) 189409 1800 FMV VARIOUS IN-KIND PROGRAM SUPPORT UMOM New Day Centers 3320 E Van Buren Street Phoenix AZ 85008 860521062 501(c)(3) 969405 600 FMV VARIOUS IN-KIND PROGRAM SUPPORT United Food Bank 358 East Javelina Avenue Mesa AZ 85210 860505273 501(c)(3) 271528 PROGRAM SUPPORT Upward Foundation 6306 North 7th Street Phoenix AZ 85014 860221195 501(c)(3) 229419 PROGRAM SUPPORT Valley Of The Sun YMCA 350 North 1st Avenue Phoenix AZ 85003 860096799 501(c)(3) 95488 120600 FMV VARIOUS IN-KIND PROGRAM SUPPORT Waste Not Inc 1700 N Granite Reef Rd Scottsdale AZ 85257 860650514 501(c)(3) 51395 420 FMV VARIOUS IN-KIND PROGRAM SUPPORT Wesley Community Center 1300 South 10th Street Phoenix AZ 85034 860133770 501(c)(3) 76843 PROGRAM SUPPORT World Hunger Ecumenical AZ Task Force 4000 North 7th Street Phoenix AZ 85014 742386488 501(c)(3) 81492 PROGRAM SUPPORT YWCA Of Maricopa County 755 East Willetta Street Phoenix AZ 85006 860098936 501(c)(3) 136758 PROGRAM SUPPORT AdvancePath Academics Inc 4125 Ironbound Road Williamsburg VA 23188 203189396 20250 PROGRAM SUPPORT Arizona Partsmaster Inc PO Box 23169 Phoenix AZ 85063 860634323 10884 PROGRAM SUPPORT HOM Inc 3829 N 3rd Street Phoenix AZ 85012 274665797 719026 PROGRAM SUPPORT Intuitive Directions LLC 7751 N Dreamy Draw Drive Phoenix AZ 85020 264354103 55400 PROGRAM SUPPORT Isaac Elementary School District #5 4135 W Thomas Road Phoenix AZ 85019 866000483 government 154564 PROGRAM SUPPORT School Rise PO Box 802508 Chicago IL 60680 204434655 214386 PROGRAM SUPPORT Osborn School District #8 1226 W Osborn Rd Phoenix AZ 85013 866000486 government 19416 PROGRAM SUPPORT TCI Solutions 12349 N 71st Drive Peoria AZ 85381 330805880 206765 PROGRAM SUPPORT CMTY INITIATIVE FUNDING TO VARIOUS AGENCIES 1515 E OSBORN PHOENIX AZ 85014 501(c)(3) 342991 744024 FMV VARIOUS IN-KIND PROGRAM SUPPORT FTF Quality First Scholarships to Providers 1515 E OSBORN Phoenix AZ 85014 32589124 PROGRAM SUPPORT Direct Designations to Various Agencies 1515 E OSBORN Phoenix AZ 85014 501(C)(3) 11599840 PROGRAM SUPPORT 2313 594 FTF PROFESSIONAL REWARDS 360 334870 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 2016, WE DIRECTED THESE FUNDS TO OVER 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. SCHEDULE I, PART III FIRST THINGS FIRST - QUALITY FIRST REWARD$ STIPENDS ARE PROVIDED TO ELIGIBLE INDIVIUDAL CHILDCARE PROFFESIONALS. CHILDREN 5 AND YOUNGER LEARN DIFFERENTLY THAN SCHOOL-AGE STUDENTS AND REQUIRE THE ATTENTION OF SKILLED PROFFESSIONALS. THE QUALITY OF EARLY LEARNING DEPENDS ON THE EDUCATION AND SKILLS OF THE TEACHER. STIPENDS ARE PROVIDED TO INDIVIDUAL CHILDCARE PROFFESSIONALS, BASED ON THEIR EDUCATION LEVELS AND LENGTH OF SERVICE, TO INCENTIVISE RETENTION AND ONGOING PROFEESIONAL EDUCATION AND DEVELOPMENT. X X true true X X X X X true true false false false false false true false MERL WASCHLER PRESIDENT AND CEO 305450 0 108761 0 30465 0 11925 0 9885 0 466486 0 0 0 TANYA MUNIZ CHIEF FINANCIAL OFFICER 157394 0 350 0 3214 0 7236 0 7531 0 175725 0 0 0 BRIAN SPICKER SENIOR VP OF COMMUNITY IMPACT 167252 0 24561 0 23346 0 10033 0 9885 0 235077 0 0 0 NANCY DEAN SENIOR VP RESOURCE DEVELOPMENT 180999 0 24561 0 626 0 9512 0 9885 0 225583 0 0 0 KEN BROOKS CHIEF INFORMATION OFFICER 166205 0 1350 0 3712 0 7646 0 0 0 178913 0 0 0 TAMERA SKROVAN CHIEF OPERATING OFFICER 158225 0 350 0 626 0 6835 0 0 0 166036 0 0 0 CHRISTINE FRAZER CHIEF HUMAN RESOURCE OFFICER 157758 0 350 0 554 0 6360 0 8131 0 173153 0 0 0 KATHERINE CECALA FORMER CHIEF OPERATING OFFICER 139924 0 16911 0 167472 0 7847 0 8181 0 340335 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 4A KATHERINE CECALA RECEIVED SEVERANCE PAYMENTS TOTALING $152,084 DURING 2015. THIS AMOUNT IS TAXABLE AND IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III). SCHEDULE J, PART I, LINE 4B THE COMPENSATION COMMITTEE IDENTIFIED CERTAIN SENIOR LEVEL EMPLOYEES WHOSE SKILLS AND SERVICES WERE DEEMED CRITICALLY IMPORTANT TO THE FUTURE SUCCESS OF THE ORGANIZATION. A COMPENSATION PLAN WAS ESTABLISHED BY THE COMPENSATION COMMITTEE FOR CERTAIN EMPLOYEES TO HELP ENSURE THE ORGANIZATION ACHIEVES ITS CURRENT STRATEGIC PRIORITIES. PARTICIPANTS IN THE PLAN RECEIVE $10,000, PLUS A GROSS-UP FOR TAXES, TO BE INVESTED BY THE PARTICIPANT IN A RETIREMENT SAVINGS VEHICLE. THE AMOUNTS ARE TAXABLE IN THE CURRENT YEAR AND, AS SUCH, ARE INCLUDED IN REPORTABLE COMPENSATION IN PART VII AND SCHEDULE J, PART II. THE IDENTIFIED EMPLOYEES AND THEIR CURRENT YEAR PARTICIPATION ARE AS FOLLOWS: MERL WASCHLER - $10,000 CONTRIBUTION, PLUS $7,423 TAX GROSS-UP NANCY DEAN - $10,000 CONTRIBUTION, PLUS A $5,911 TAX GROSS UP BRIAN SPICKER - $10,000 CONTRIBUTION, PLUS $5,911 TAX GROSS-UP 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, COO AND CFO COMPENSATION PACKAGES. 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 4192578 COST/SELLING PRICE X 9700 19463 COST/SELLING PRICE X Furniture/Supplies 118500 2608171 COST/SELLING PRICE X Tickets/Gift Cards 70137 1133052 COST/SELLING PRICE 1 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 OVER 14,000 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 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 CHILDREN AND YOUTH SUCCEED WE PREPARE YOUNG CHILDREN FOR SUCCESS IN KINDERGARTEN, 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 AT 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 CONTROLLER. 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: MICHAEL BIELECKI - HONORARY BOARD MEMBER PAMELA CONBOY - HONORAY BOARD MEMBER JEFF ENGLAND - HONORARY BOARD MEMBER KATHLEEN QUIRK - HONORARY BOARD MEMBER STEVE WHEELER - HONORARY BOARD MEMBER PHIL FRANCIS - HONORARY BOARD MEMBER MERNOY HARRISON - HONORARY BOARD MEMBER