MESA UNITED WAY INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- MESA UNITED WAY INC (EIN 86-0198599)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-01-31
- IRS object ID
- 201500319349300210
- Schema version
- 2013v4.0
- 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 | 2015-01-31T12:40:36-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 EAST THOMAS ROAD SUITE 2300 | AddressLine1 |
| City | PHOENIX | City |
| State | AZ | State |
| ZIP Code | 85012 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | MESA | City |
| State | AZ | State |
| ZIP Code | 852015929 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | T DAN WOLLAM | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 4808342109 | PhoneNum |
| Signature | 2015-01-21 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | T DAN WOLLAM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 EAST UNIVERSITY DRIVE | AddressLine1 |
| City | MESA | City |
| State | AZ | State |
| ZIP Code | 852015929 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,997,058 | 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 | TO INCREASE THE ABILITY OF PEOPLE IN OUR COMMUNITY TO CARE FOR ONE ANOTHER, AND TO ENSURE THAT CORE SERVICES FOR CHILDREN, THE DISABLED, THE ELDERLY, AND THE NEEDY ARE AVAILABLE IN OUR COMMUNITY. WE PURSUE OUR MISSION IN CONCERT WITH OUR SCHOOLS, CITY GOVERNMENT, BUSINESSES, FAITH ORGANIZATIONS, AND NON-GOVERNMENTAL AGENCIES TO CREATE THE FABRIC OF A HEALTHY AND LIVABLE COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 66 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 66 | VotingMembersIndependentCnt |
| Total Employee | 48 | TotalEmployeeCnt |
| Total Volunteers | 400 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,783,516 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,295,530 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $63,381 | PYInvestmentIncomeAmt |
| CY Investment Income | $79,194 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$21,550 | PYOtherRevenueAmt |
| CY Other Revenue | -$7,041 | CYOtherRevenueAmt |
| PY Total Revenue | $3,825,347 | PYTotalRevenueAmt |
| CY Total Revenue | $4,367,683 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,484,938 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,923,217 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $719,070 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $686,605 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $267,869 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $686,250 | PYOtherExpensesAmt |
| CY Other Expenses | $566,486 | CYOtherExpensesAmt |
| PY Total Expenses | $3,890,258 | PYTotalExpensesAmt |
| CY Total Expenses | $3,176,308 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$64,911 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,191,375 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,418,596 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,246,804 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,052,534 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,812,488 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,366,062 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,434,316 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO INCREASE THE ABILITY OF PEOPLE IN OUR COMMUNITY TO CARE FOR ONE ANOTHER, AND TO ENSURE THAT CORE SERVICES FOR CHILDREN, THE DISABLED, THE ELDERLY, AND THE NEEDY ARE AVAILABLE IN OUR COMMUNITY. WE PURSUE OUR MISSION IN CONCERT WITH OUR SCHOOLS, CITY GOVERNMENT, BUSINESSES, FAITH ORGANIZATIONS, AND NON-GOVERNMENTAL AGENCIES TO CREATE THE FABRIC OF A HEALTHY AND LIVABLE COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $1,857,769 | ExpenseAmt |
| Grant | $1,857,769 | GrantAmt |
| Desc | AGENCY ALLOCATIONSMESA 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 ALZHEIMERS OR OTHER FORMS OF DEMENTIA. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $321,381 | ExpenseAmt |
| Grant | $65,448 | GrantAmt |
| Desc | COMMUNITY IMAPCTTHE 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $65,784 | ExpenseAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $455,456 | ExpenseAmt |
| Desc | 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 AGROWTH 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $455,456 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $2,700,390 | 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 | Yes (1) | 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 | 0 | 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 | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 48 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 66 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 66 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | 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 | Yes (1) | 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 | T DAN WOLLAM | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4808342109 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 137 EAST UNIVERSITY DRIVE | AddressLine1 |
| City | MESA | City |
| State | AZ | State |
| ZIP Code | 852015929 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (69 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| KIRK ADAMS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE ADAMS | |||||||
| BOARD TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | Yes (X) |
| BRIAN ALLEN | |||||||
| BOARD ETHICS OFFICER | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | Yes (X) |
| F ROCKNE 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 SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | Yes (X) |
| CHRIS BRADY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BYRON F ALLEN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| DEE H BURTON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN CARLAND | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES E CHRISTENSEN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARILYN COOPER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL COWAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM COWLEY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM CRUTCHER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SALLY DOWNEY PHD | |||||||
| BOARD CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | Yes (X) |
| MARC GARCIA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY FLEMING | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN FORD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN GILES | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SALLY HARRISON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TOMY HAM | |||||||
| BOARD MEMBER | 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 | ||
| MICHAEL HUGHES | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH JACOBUS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DOUG JOHNSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNE MCCAWLEY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HON DENNIS KAVANAUGH | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE LOPEZ | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID LUNA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANTHONY MARINELLO | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEA MCDONALD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE L MORRIS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CHRISTIAN MENDIVIL | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF MIRASOLA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MITZI MONTOYA | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVE PALMER | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SHOUAN PAN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT PERKINSON | |||||||
| BOARD VICE-CHAIRMAN | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | Yes (X) |
| CHARLES PETERSON MD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY PIERCE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JON NIELSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LAURA ROBERTSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL SANDERS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS SCHILDGEN | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN SOETHE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR RUTH TAN LIM | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEAN TAYLOR | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GRANT TAYLOR | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| WILFORD TAYLOR | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEANNA VILLANUEVA-SAUCEDO | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID WADE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RON WELLS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LYNN WESTERGARD | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| WALTER L PAGE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD WHITE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BEN WHITING DDS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JO WILSON | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |
| JANICE ZALE | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS H RHODES | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CK SATO | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHELLE TOMPKINS | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SEN BOB WORSLEY | |||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| T DAN WOLLAM | |||||||
| PRESIDENT & CEO | 40.00 | $96,736 | $0 | $19,818 | 2.00 | Yes (X) | |
| CLAUDIA R WALTERS | |||||||
| EXECUTIVE VICE-PRESIDENT | 40.00 | $62,410 | $0 | $3,790 | 2.00 | Yes (X) | |
| W RICHARD JAMES | |||||||
| V.P. OF BUSINESS & FINANCE | 40.00 | $74,892 | $0 | $11,390 | 2.00 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $234,038 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $34,998 | 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 |
| Fundraising | $18,800 | FundraisingAmt |
| All Other Contributions | $4,276,730 | AllOtherContributionsAmt |
| Noncash Contributions | $1,191,832 | NoncashContributionsAmt |
| Total Contributions | $4,295,530 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $36,941 | TotalRevenueColumnAmt |
| Exclusion | $36,941 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $615,837 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $573,584 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,253 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,253 | TotalRevenueColumnAmt |
| Exclusion | $42,253 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $48,750 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $18,800 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $55,791 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$7,041 | TotalRevenueColumnAmt |
| Exclusion | -$7,041 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,367,683 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $72,153 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,923,217 | TotalAmt |
| Program Services | $1,923,217 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $273,965 | TotalAmt |
| Program Services | $172,789 | ProgramServicesAmt |
| Management And General | $77,486 | ManagementAndGeneralAmt |
| Fundraising | $23,690 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,512 | TotalAmt |
| Program Services | $129,280 | ProgramServicesAmt |
| Management And General | $24,437 | ManagementAndGeneralAmt |
| Fundraising | $134,795 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,399 | TotalAmt |
| Program Services | $40,677 | ProgramServicesAmt |
| Management And General | $11,520 | ManagementAndGeneralAmt |
| Fundraising | $22,202 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,484 | TotalAmt |
| Program Services | $4,152 | ProgramServicesAmt |
| Fundraising | $332 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,245 | TotalAmt |
| Program Services | $23,878 | ProgramServicesAmt |
| Management And General | $7,520 | ManagementAndGeneralAmt |
| Fundraising | $13,847 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,332 | TotalAmt |
| Program Services | $6,797 | ProgramServicesAmt |
| Management And General | $13,122 | ManagementAndGeneralAmt |
| Fundraising | $413 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,154 | TotalAmt |
| Program Services | $276,984 | ProgramServicesAmt |
| Management And General | $170 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,890 | TotalAmt |
| Program Services | $8,960 | ProgramServicesAmt |
| Fundraising | $6,930 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,027 | TotalAmt |
| Program Services | $31,148 | ProgramServicesAmt |
| Management And General | $34,131 | ManagementAndGeneralAmt |
| Fundraising | $22,748 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,159 | TotalAmt |
| Program Services | $5,972 | ProgramServicesAmt |
| Management And General | $8,789 | ManagementAndGeneralAmt |
| Fundraising | $4,398 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,459 | TotalAmt |
| Program Services | $14,300 | ProgramServicesAmt |
| Management And General | $2,424 | ManagementAndGeneralAmt |
| Fundraising | $2,735 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,324 | TotalAmt |
| Program Services | $16,595 | ProgramServicesAmt |
| Management And General | $1,288 | ManagementAndGeneralAmt |
| Fundraising | $441 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,196 | TotalAmt |
| Program Services | $21,598 | ProgramServicesAmt |
| Management And General | $10,799 | ManagementAndGeneralAmt |
| Fundraising | $10,799 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,223 | TotalAmt |
| Program Services | $8,835 | ProgramServicesAmt |
| Management And General | $1,434 | ManagementAndGeneralAmt |
| Fundraising | $2,954 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| AGENCY INITIATIVES | $80,998 | $80,998 | ||
| REPAIRS AND MAINTENANCE | $40,045 | $16,563 | $11,803 | $11,679 |
| PROCESSING FEES | $23,103 | $12,383 | $2,309 | $8,411 |
| EQUIPMENT LEASE | $5,050 | $2,738 | $817 | $1,495 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$97,474 | TotalAmt |
| Program Services | -$97,474 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,176,308 | TotalAmt |
| Program Services | $2,700,390 | ProgramServicesAmt |
| Management And General | $208,049 | ManagementAndGeneralAmt |
| Fundraising | $267,869 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $306,448 | BOYAmt |
| EOY | $19,127 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $376,600 | BOYAmt |
| EOY | $276,773 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $822,073 | BOYAmt |
| EOY | $802,235 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,069 | BOYAmt |
| EOY | $18,861 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,160,045 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $544,877 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $625,046 | BOYAmt |
| EOY | $615,168 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,559,025 | BOYAmt |
| EOY | $2,246,893 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $663,335 | BOYAmt |
| EOY | $1,267,747 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,418,596 | BOYAmt |
| EOY | $5,246,804 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,234 | BOYAmt |
| EOY | $74,123 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,591,701 | BOYAmt |
| EOY | $1,272,300 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,999 | BOYAmt |
| EOY | $28,604 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $376,600 | BOYAmt |
| EOY | $437,461 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,052,534 | BOYAmt |
| EOY | $1,812,488 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,505,543 | BOYAmt |
| EOY | $1,583,844 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,830 | BOYAmt |
| EOY | $1,299,290 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $519,689 | BOYAmt |
| EOY | $551,182 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,366,062 | BOYAmt |
| EOY | $3,434,316 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,418,596 | BOYAmt |
| EOY | $5,246,804 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,191,375 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $78,292 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$201,413 | 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 | $2,802,987 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,044,850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,423,545 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,783,516 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,155,530 | CurrentTaxYearAmt |
| Total | $16,210,428 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,802,987 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,044,850 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,423,545 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,783,516 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,155,530 | CurrentTaxYearAmt |
| Total | $16,210,428 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $125,864 | SubstantialContributorsTotAmt |
| Public Support Total170 | $16,084,564 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $24,697 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,310 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,267 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $36,818 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,941 | CurrentTaxYearAmt |
| Total | $142,033 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $16,352,461 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $215,396 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98360 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98200 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART IV, LIST OF UNUSUAL GRANTS: | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION: BUILDING AND IMPROVEMENTS DATE: 06/01/14 AMOUNT: 1140000. | ExplanationTxt |
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 | 3 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $18,590 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $56,402 | 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 | $519,689 | BeginningYearBalanceAmt |
| Contributions | $31,493 | ContributionsAmt |
| Investment Earnings Or Losses | $39,287 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $590,469 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $830,273 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $73,396 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $903,669 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.93350 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.06650 | 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 | $312,455 | OtherCostOrOtherBasisAmt |
| Book Value | $312,455 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $577,721 | OtherCostOrOtherBasisAmt |
| Depreciation | $318,682 | DepreciationAmt |
| Book Value | $259,039 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $269,869 | OtherCostOrOtherBasisAmt |
| Depreciation | $226,195 | DepreciationAmt |
| Book Value | $43,674 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $615,168 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTEREST IN CHARITABLE REMAINDER TRUSTS | $105,207 |
| GRANT RECEIVABLE | $22,540 |
| BUILDING RECEIVABLE | $1,140,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,267,747 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH HELD IN TRUST | Desc |
| Amt | $437,461 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $437,461 | 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 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. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | 2013 KICK-OFF | NameOfEvent1Amt |
| Gross Receipts Event1 | $23,040 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $5,000 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $18,040 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $14,003 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,793 | EntertainmentEvent1Amt |
| Name Of Event2 | 2013 FINALE | NameOfEvent2Amt |
| Gross Receipts Event2 | $35,710 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $5,000 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $30,710 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $15,038 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $13,307 | EntertainmentEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $8,800 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $8,800 | CharitableContriOtherEventsAmt |
| Rent Fclty Costs Other Events | $8,800 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $1,849 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $67,550 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $18,800 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $48,750 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $8,800 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $29,041 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $16,100 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $1,849 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $55,790 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$7,040 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (36 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| A NEW LEAF | |||||||
| 868 E UNIVERSITY DR | MESA | AZ | 85203 | 860256667 | 501C3 | $217,605 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| ALZHEIMER'S ASSOCIATION | |||||||
| 1028 E MCDOWELL RD | PHOENIX | AZ | 85006 | 860402582 | 501C3 | $10,436 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| AMERICAN CANCER SOCIETY | |||||||
| 8400 SILVER CROSSING | OKLAHOMA CITY | OK | 73132 | 131788491 | 501C3 | $6,204 | DONOR DESIGNATIONS |
| AMERICAN RED CROSS - GRAND CANYON CHAPTER | |||||||
| 6135 N BLACK CANYON HIGHWAY | PHOENIX | AZ | 85015 | 530196605 | 501C3 | $12,540 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| ARIZONA BRAINFOOD INC | |||||||
| 2635 N RIDGE | MESA | AZ | 85203 | 263946158 | 501C3 | $55,056 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| ARIZONA HUMANE SOCIETY | |||||||
| 1521 W DOBBINS RD | PHOENIX | AZ | 85041 | 530225390 | 501C3 | $6,073 | DONOR DESIGNATIONS |
| BOY SCOUTS OF AMERICA GRAND CANYON COUNCIL | |||||||
| 2969 N GREENFIELD RD | PHOENIX | AZ | 850167715 | 860101295 | 501C3 | $40,092 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| BOYS & GIRLS CLUB OF THE EAST VALLEY | |||||||
| 1405 E GUADALUPE RD 4 | TEMPE | AZ | 85283 | 860550646 | 501C3 | $16,447 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| CHILD CRISIS CENTER | |||||||
| PO BOX 4114 | MESA | AZ | 85201 | 860407090 | 501C3 | $79,447 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| COLLEGE BOUND MESA | |||||||
| 137 E UNIVERSITY DRIVE | MESA | AZ | 85201 | 860198599 | 501C3 | $23,971 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| COMMUNITY BRIDGES INC | |||||||
| 1811 S ALMA SCHOOL RD 160 | MESA | AZ | 85210 | 942880847 | 501C3 | $25,537 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| COMMUNITY LEGAL SERVICES | |||||||
| PO BOX 21538 | PHOENIX | AZ | 85036 | 860166615 | 501C3 | $15,016 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| EAST VALLEY ADULT RESOURCES | |||||||
| 45 W UNIVERSITY DR A | MESA | AZ | 852015831 | 942596075 | 501C3 | $45,898 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| EAST VALLEY FIREFIGHTER CHARITIES FOUNDATION | |||||||
| PO BOX 5954 | MESA | AZ | 852115954 | 205187068 | 501C3 | $10,013 | DONOR DESIGNATIONS |
| FOUNDATION FOR BLIND CHILDREN | |||||||
| 1235 E HARMONT DR | PHOENIX | AZ | 850203864 | 860129981 | 501C3 | $20,685 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| GIRL SCOUTS ARIZONA CACTUS PINE COUNCIL | |||||||
| PO BOX 21776 | PHOENIX | AZ | 85036 | 860133397 | 501C3 | $26,622 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| HELEN'S HOPE CHEST | |||||||
| 546 N STAPLEY | MESA | AZ | 85203 | 860198599 | 501C3 | $173,606 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| HOSPICE OF THE VALLEY | |||||||
| 1510 E FLOWER ST | PHOENIX | AZ | 85014 | 860338886 | 501C3 | $7,234 | DONOR DESIGNATIONS |
| HOUSE OF REFUGE | |||||||
| 6935 E WILLIAMS FIELD RD | MESA | AZ | 85212 | 860662244 | 501C3 | $17,369 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST | |||||||
| 5049 E BROADWAY BLVD 102 | TUCSON | AZ | 857113646 | 860252302 | 501C3 | $22,950 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| MARC CENTER OF MESA INC | |||||||
| 924 N COUNTRY CLUB DR | MESA | AZ | 85201 | 860137109 | 501C3 | $75,261 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| MARICOPA COMMUNITY COLLEGES FOUNDATION | |||||||
| 2419 W 14TH ST | TEMPE | AZ | 85281 | 860327449 | 501C3 | $14,457 | DONOR DESIGNATIONS |
| MESA COMMUNITY ACTION NETWORK | |||||||
| 635 E BROADWAY RD | MESA | AZ | 85204 | 860558407 | 501C3 | $77,788 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| MESA FOUNDATION FOR EDUCATIONAL EXCELLENCE | |||||||
| 549 N STAPLEY DR | MESA | AZ | 85203 | 860550594 | 501C3 | $48,551 | DONOR DESIGNATIONS |
| MESA SERVICE LEARNING | |||||||
| 63 E MAIN ST 101 | MESA | AZ | 85201 | 860550594 | 501C3 | $5,609 | DONOR DESIGNATIONS |
| PAZ DE CRISTO COMMUNITY CENTER | |||||||
| 424 W BROADWAY RD | MESA | AZ | 85210 | 261669496 | 501C3 | $31,872 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| SAVE THE FAMILY FOUNDATION OF AZ | |||||||
| 450 W 4TH PLACE | MESA | AZ | 85201 | 860665712 | 501C3 | $70,977 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| OAKWOOD CREATIVE CARE | |||||||
| PO BOX 1213 | MESA | AZ | 85211 | 860575242 | 501C3 | $37,392 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| SUNSHINE ACRES | |||||||
| 3405 N HIGLEY RD | MESA | AZ | 85215 | 860196532 | 501C3 | $67,527 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| THE 100 CLUB | |||||||
| 5033 N 19TH AVE 123 | PHOENIX | AZ | 85015 | 237172077 | 501C3 | $5,209 | DONOR DESIGNATIONS |
| THE PHOENIX ZOO | |||||||
| 455 N GALVIN PKWY | PHOENIX | AZ | 85008 | 201917394 | 501C3 | $7,600 | DONOR DESIGNATIONS |
| THE SALVATION ARMY | |||||||
| PO BOX 1120 | MESA | AZ | 852111120 | 860096791 | 501C3 | $43,290 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| UNITED FOOD BANK | |||||||
| 245 S NINA DR | MESA | AZ | 85210 | 860505273 | 501C3 | $116,944 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| VALLEY OF THE SUN UNITED WAY | |||||||
| PO BOX 10748 | PHOENIX | AZ | 85064 | 860104419 | 501C3 | $22,625 | DONOR DESIGNATIONS |
| VALLEY OF THE SUN YOUNG MEN'S CHRISTIAN ASSOC | |||||||
| 207 N MESA DR | MESA | AZ | 85201 | 860096799 | 501C3 | $5,635 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| WOMEN OF POWER INTERNATIONAL MINISTRIES | |||||||
| 460 S COUNTRY CLUB 101 | MESA | AZ | 85210 | 582669235 | 501C3 | $8,215 | MUW STRATEGIC PLAN AGENCY AND DONOR DESIGNATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 36 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
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
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $3,269 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | IRS CHART | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (9 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | BUILDING & IM | 1 | $1,140,000 | EST CONSTRUCTION COS |
| Yes (X) | 3 AC UNITS FR | 3 | $13,000 | RETAIL PRICE |
| Yes (X) | 800 DIAMONDBA | 800 | $11,550 | TICKET PRICE |
| Yes (X) | AUDIO/VISUAL | 1 | $10,000 | INV. DISCOUNTS |
| Yes (X) | FOOD, PRIZES, | 8 | $8,800 | RETAIL PRICE |
| Yes (X) | XMAS DECORATI | 1 | $600 | RETAIL PRICE |
| Yes (X) | GIFT CARDS FR | 30 | $475 | CARD VALUE |
| Yes (X) | COBBLESTONE C | 7 | $84 | RETAIL PRICE |
| Yes (X) | 3 OIL CHANGE | 3 | $54 | RETAIL PRICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | THE NUMBER OF CONTRIBUTIONS IS LISTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 3 | HELEN'S HOPE CHEST, FORMERLY A PROGRAM OF MESA UNITED WAY, IS NOW A FULLY CONTROLLED SUBSIDIARY ORGANIZATION OF MESA UNITED WAY REPORTING ITS ACTIVITIES ON A SEPARATE FORM 990. |
| FORM 990, PART VI, SECTION B, LINE 11 | 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 AUDIT COMMITTEE'S RECOMMENDATIONS AND A COPY OF THE DRAFT FORM 990. 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 15 | 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 FOR THE EXECUTIVE DIRECTOR, T. DAN WOLLAM, WAS COMPLETED IN 2012. FOR COMPENSATION FOR ALL OTHER POSITIONS IN THE ORGANIZATION, CEO REVIEWS DEMOGRAPHIC DATE 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 FOR THE DIRECTOR OF FINANCE AND VICE- PRESIDENT OF OPERATIONS WAS IN 2012. |
| FORM 990, PART VI, SECTION C, LINE 19 | AUDITED FINANCIAL STATEMENTS AND FORM 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 IS ALSO PUBLISHED ON THE ORGANIZATIONS WEBSITE. |
| FORM 990, PART IX, LINE 24E | OFFSITE STORAGE LEASE: PROGRAM SERVICE EXPENSES 1,032. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,032. VITA DONATED SERVICES ADJUSTMENT: PROGRAM SERVICE EXPENSES -98,506. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES -98,506. |
| FORM 990, PART XI, LINE 9: | VALUE OF HELEN'S HOPE CHEST - SPLIT OFF -198,968. CHANGE IN VALUE-SPLIT INT.AGREEMNT -2,445. |
| 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 | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 546 N STAPLEY | AddressLine1 |
| City | MESA | City |
| State | AZ | State |
| ZIP Code | 85203 | ZIPCode |
| 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | 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 | 0 | 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | B | TransactionTypeTxt |
| Involved | $173,606 | InvolvedAmt |
| Method Of Amount Determination | CASH | MethodOfAmountDeterminationTxt |
Comments