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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, 2015 AND 2014. SCHEDULE D, PART XI, LINE 2D $(17,604,110) - 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 $(17,604,110) - 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. true 1n10 Inc 4121 N Seventh Ave Phoenix AZ 85013 860256667 501(C)(3) 18000 700 FMV VARIOUS IN-KIND PROGRAM SUPPORT A New Leaf Foundation 868 E University Dr Mesa AZ 85203 860470300 501(C)(3) 306844 10856 FMV VARIOUS IN-KIND PROGRAM SUPPORT Adelante Healthcare 16551 N Dysart Rd Surprise AZ 85374 860377821 501(C)(3) 10480 14972 FMV VARIOUS IN-KIND PROGRAM SUPPORT Aid To Adoption Of Special Kids 2320 N 20th St Phoenix AZ 85006 860611935 501(C)(3) 69000 38150 FMV VARIOUS IN-KIND PROGRAM SUPPORT Alzheimer's Association - AZ 1028 E McDowell Rd Phoenix AZ 85006 860402582 501(C)(3) 13021 PROGRAM SUPPORT American Cancer Society - AZ 4550 E Bell Rd Phoenix AZ 85032 841316555 501(C)(3) 61119 PROGRAM SUPPORT American Red Cross 6135 N Black Canyon Phoenix AZ 85015 530196605 501(C)(3) 440000 11850 FMV VARIOUS IN-KIND PROGRAM SUPPORT Arizona Bridge to Independent Living 5025 E Washington St Phoenix AZ 85034 860486447 501(C)(3) 0 22963 FMV VARIOUS IN-KIND PROGRAM SUPPORT Arizona Center for Afterschool Excellence 112 N Central Ave Phoenix AZ 85004 861009220 501(C)(3) 69429 PROGRAM SUPPORT Arizona Center for the Blind 3100 E Roosevelt St Phoenix AZ 85008 860133392 501(C)(3) 18475 PROGRAM SUPPORT Arizona Children Association of Phoenix 2833 N Third St Phoenix AZ 85004 860096772 501(C)(3) 39200 PROGRAM SUPPORT Arizona Community Foundation 2201 E Camelback Rd Phoenix AZ 85016 860348306 501(C)(3) 10417 PROGRAM SUPPORT Arizona Foundation for the Handicapped 3146 E Windsor Ave Phoenix AZ 85008 860180419 501(C)(3) 24900 4447 FMV VARIOUS IN-KIND PROGRAM SUPPORT Arizona Housing 230 S 12th Ave Phoenix AZ 85007 860811431 501(C)(3) 260000 PROGRAM SUPPORT Arizona Kids Think Too 2345 E Thomas Rd Phoenix AZ 85016 860104417 501(C)(3) 166653 24350 FMV VARIOUS IN-KIND PROGRAM SUPPORT Arizona Literacy & Learning 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1111 E McDowell Rd Phoenix AZ 85006 450233470 501(C)(3) 9068 4580 FMV VARIOUS IN-KIND PROGRAM SUPPORT Big Brothers Big Sisters of Central AZ 1010 E McDowell Rd Phoenix AZ 85006 860205254 501(C)(3) 410000 18210 FMV VARIOUS IN-KIND PROGRAM SUPPORT Boy Scouts of America Grand Canyon 2969 N Greenfield Rd Phoenix AZ 85016 861010295 501(C)(3) 229620 PROGRAM SUPPORT Boys and Girls Clubs of Metro 2645 N 24th St Phoenix AZ 85008 860107639 501(C)(3) 955326 38469 FMV VARIOUS IN-KIND PROGRAM SUPPORT Boys and Girls Clubs of Scottsdale 10533 E Lakeview Dr Scottsdale AZ 85258 860133718 501(C)(3) 237136 PROGRAM SUPPORT Boys and Girls Clubs of the East Valley 1405 E Guadalupe Rd Tempe AZ 85283 860550646 501(C)(3) 391000 16682 FMV VARIOUS IN-KIND PROGRAM SUPPORT Catholic Charities Community Service 4747 N 7th Ave Phoenix AZ 85013 860239999 501(C)(3) 54305 65134 FMV VARIOUS IN-KIND PROGRAM SUPPORT Central Arizona Shelter Services 230 S 12th Ave Phoenix AZ 85007 860500753 501(C)(3) 776244 234 FMV VARIOUS IN-KIND PROGRAM SUPPORT Chandler Christian Community 230 S 12th Ave Phoenix AZ 85007 860428780 501(C)(3) 181401 7368 FMV VARIOUS IN-KIND PROGRAM SUPPORT ChandlerGilbert ARC 3250 N San Marcos Pl Chandler AZ 85225 860446774 501(C)(3) 16085 PROGRAM SUPPORT Chicanos Por La Causa - Phoenix 1112 E Buckeye Rd Phoenix AZ 85034 860227210 501(C)(3) 130751 30417 FMV VARIOUS IN-KIND PROGRAM SUPPORT Child Crisis Center East Valley 817 N Country Club Dr Mesa AZ 85211 860407090 501(C)(3) 116150 8000 FMV VARIOUS IN-KIND PROGRAM SUPPORT Chrysalis Shelter for Victims of DV 1010 E McDowell Rd Phoenix AZ 85006 860447620 501(C)(3) 61325 4988 FMV VARIOUS IN-KIND PROGRAM SUPPORT City of Phoenix 1802 W Encanto Blvd Phoenix AZ 85007 290018580 government 5313 20436 FMV VARIOUS IN-KIND PROGRAM SUPPORT Community Bridges Inc 1811 S Alma School Rd Mesa AZ 85210 860823871 501(C)(3) 407228 PROGRAM SUPPORT Community Information and Referral 2200 N Central Ave Phoenix AZ 85004 860374813 501(C)(3) 300 11021 FMV VARIOUS IN-KIND PROGRAM SUPPORT Community Legal Services Inc 305 S 2nd Ave Phoenix AZ 85003 860166615 501(C)(3) 168000 12689 FMV VARIOUS IN-KIND PROGRAM SUPPORT Desert Mission Inc 9100 N 2nd St Phoenix AZ 85020 860096941 501(C)(3) 32328 20425 FMV VARIOUS IN-KIND PROGRAM SUPPORT Dysart Community Center 14414 N El Mirage Rd El Mirage AZ 85335 866031134 501(C)(3) 87620 832 FMV VARIOUS IN-KIND PROGRAM SUPPORT East Valley Adult Resources 45 W University Mesa AZ 85201 942596075 501(C)(3) 21193 PROGRAM SUPPORT East Valley Jewish Community Center 908 N Alma School Chandler AZ 85224 860618301 501(C)(3) 20000 498 FMV VARIOUS IN-KIND PROGRAM SUPPORT EMPACTSuicide Prevention Center 1232 E Broadway Rd Tempe AZ 85282 742562293 501(C)(3) 20000 PROGRAM SUPPORT Family Service Agency 2400 N Central Ave Phoenix AZ 85004 860096792 501(C)(3) 38507 PROGRAM SUPPORT Florence Crittenton Services 715 W Mariposa St Phoenix AZ 85013 860103282 501(C)(3) 80000 3624 FMV VARIOUS IN-KIND PROGRAM SUPPORT Foundation For Blind Children 1235 E Harmont Dr Phoenix AZ 85020 860129981 501(C)(3) 288161 PROGRAM SUPPORT Foundation for Senior Living 1201 E Thomas Rd Phoenix AZ 85014 860411904 501(C)(3) 0 15695 FMV VARIOUS IN-KIND PROGRAM SUPPORT Free Arts of Arizona 103 W Highland Ave Phoenix AZ 85013 860739613 501(C)(3) 107500 500 FMV VARIOUS IN-KIND PROGRAM SUPPORT Fresh Start Community Services 1008 E Buckeye Rd Phoenix AZ 85034 331093789 501(C)(3) 0 20545 FMV VARIOUS IN-KIND PROGRAM SUPPORT Friendly House Inc 802 S First Ave Phoenix AZ 85003 860120506 501(C)(3) 494103 180350 FMV VARIOUS IN-KIND PROGRAM SUPPORT Gabriel's Angels 1550 E Maryland Ave Phoenix AZ 85014 860991198 501(C)(3) 27500 PROGRAM SUPPORT Girl Scouts - AZ Cactus-Pine 119 E Coronado Rd Phoenix AZ 85004 860133397 501(C)(3) 234581 1640 FMV VARIOUS IN-KIND PROGRAM SUPPORT Greater Phoenix Urban League 1402 S 7th Ave Phoenix AZ 85007 860124189 501(C)(3) 42385 PROGRAM SUPPORT Hemophilia Association Inc 818 E Osborn Rd Phoenix AZ 85014 860209257 501(C)(3) 10000 9790 FMV VARIOUS IN-KIND PROGRAM SUPPORT Homeward Bound 2302 W Colter St Phoenix AZ 85015 860660875 501(C)(3) 207000 PROGRAM SUPPORT Improving Chandler Area Neighborhoods 201 S Washington St Chandler AZ 85225 860761030 501(C)(3) 51000 1480 FMV VARIOUS IN-KIND PROGRAM SUPPORT Jewish Family and Children's Services 4747 N 7th St Phoenix AZ 85014 860096781 501(C)(3) 0 25712 FMV VARIOUS IN-KIND PROGRAM SUPPORT Jobs for Arizona Graduates PO Box 10937 Scottsdale AZ 85271 860669709 501(C)(3) 842215 26460 FMV VARIOUS IN-KIND PROGRAM SUPPORT Labors Community Service Agency 5818 N 7th St Phoenix AZ 85014 860300832 501(C)(3) 205601 612 FMV VARIOUS IN-KIND PROGRAM SUPPORT Lodestar Day Resource Center 1125 W Jackson St Phoenix AZ 85007 260235106 501(C)(3) 366703 PROGRAM SUPPORT Maricopa County Youth Genesis 234 N Central Ave Phoenix AZ 85004 866000472 501(C)(3) 0 6800 FMV VARIOUS IN-KIND PROGRAM SUPPORT My Sister My Friend 1325 W Pima St Phoenix AZ 85007 208488475 501(C)(3) 0 54810 FMV VARIOUS IN-KIND PROGRAM SUPPORT National Council On Alcohol 4201 N 16th St Phoenix AZ 85016 860208873 501(C)(3) 24178 PROGRAM SUPPORT Native American Connections 4520 N Central Ave Phoenix AZ 85012 860293585 501(C)(3) 241835 28247 FMV VARIOUS IN-KIND PROGRAM SUPPORT New Life Center PO Box 5005 Goodyear AZ 85338 860635950 501(C)(3) 52000 1120 FMV VARIOUS IN-KIND PROGRAM SUPPORT New Pathways For Youth Inc 1001 E Pierce St Phoenix AZ 85006 860615007 501(C)(3) 100000 1080 FMV VARIOUS IN-KIND PROGRAM SUPPORT One Step Beyond Inc 9299 W Olive Ave Peoria AZ 85345 861036448 501(C)(3) 10000 840 FMV VARIOUS IN-KIND PROGRAM SUPPORT Phoenix Cursillo Catholic Diocese 4633 N 54th St Phoenix AZ 85018 860849341 501(C)(3) 0 10030 FMV VARIOUS IN-KIND PROGRAM SUPPORT Phoenix Day Child and Family Learning Ctr 115 E Tonto St Phoenix AZ 85004 860096782 501(C)(3) 352910 11344 FMV VARIOUS IN-KIND PROGRAM SUPPORT Phoenix Indian Center Inc 4520 N Central Ave Phoenix AZ 85012 866006566 501(C)(3) 75693 3890 FMV VARIOUS IN-KIND PROGRAM SUPPORT Phoenix Shanti Group 2345 W Glendale Ave Phoenix AZ 85021 860592079 501(C)(3) 26638 8920 FMV VARIOUS IN-KIND PROGRAM SUPPORT River of Dreams 2700 N 15th Ave Phoenix AZ 85007 860749240 501(C)(3) 117525 PROGRAM SUPPORT Salvation Army 2707 E Van Buren Ave Phoenix AZ 85008 941156347 501(C)(3) 399940 13251 FMV VARIOUS IN-KIND PROGRAM SUPPORT Save The Family Foundation of Arizona 450 W 4th Pl Mesa AZ 85201 860665712 501(C)(3) 100000 1710 FMV VARIOUS IN-KIND PROGRAM SUPPORT Society of St Vincent de Paul 420 W Watkins Rd Phoenix AZ 85003 860096789 501(C)(3) 57000 34400 FMV VARIOUS IN-KIND PROGRAM SUPPORT Sojourner Center PO Box 20156 Phoenix AZ 85036 942465081 501(C)(3) 104000 PROGRAM SUPPORT Southwest Autism Research & Resource Ctr 300 N 18th St Phoenix AZ 85006 311496646 501(C)(3) 35000 13200 FMV VARIOUS IN-KIND PROGRAM SUPPORT Southwest Center For HIVAIDS 1144 E McDowell Rd Phoenix AZ 85006 860695862 501(C)(3) 10000 3330 FMV VARIOUS IN-KIND PROGRAM SUPPORT Southwest Human Development 2850 N 24th St Phoenix AZ 85008 860407179 501(C)(3) 3456125 PROGRAM SUPPORT Southwest Keys Program 2613 W Campbell Ave Phoenix AZ 85017 952884608 501(C)(3) 0 135928 FMV VARIOUS IN-KIND PROGRAM SUPPORT Stardust Building Supplies Inc 1720 W Broadway Rd Mesa AZ 85202 860868376 501(C)(3) 15000 4720673 FMV VARIOUS IN-KIND PROGRAM SUPPORT STARS Scottsdale Training & Rehab 7507 East Osborn Rd Scottsdale AZ 85251 237395103 501(C)(3) 22098 PROGRAM SUPPORT Step One Foundation Inc 6719 E 2ND St Prescott AZ 86314 582675854 501(C)(3) 0 126584 FMV VARIOUS IN-KIND PROGRAM SUPPORT Tempe Community Action Agency 2150 E Orange St Tempe AZ 85281 860254820 501(C)(3) 95000 PROGRAM SUPPORT Tempe Community Council 34 E 7th St Tempe AZ 85281 510189790 501(C)(3) 78034 12588 FMV VARIOUS IN-KIND PROGRAM SUPPORT The Centers for Habilitation 215 W Lodge Dr Tempe AZ 85283 860217033 501(C)(3) 14424 PROGRAM SUPPORT Tumbleweed Center for Youth Development 1419 N Third St Phoenix AZ 85004 237284153 501(C)(3) 188407 6790 FMV VARIOUS IN-KIND PROGRAM SUPPORT UMOM New Day Centers 3320 E Van Buren St Phoenix AZ 85008 860521062 501(C)(3) 347265 PROGRAM SUPPORT United Food Bank 358 E Javelina Ave Mesa AZ 85210 860505273 501(C)(3) 103145 PROGRAM SUPPORT United Way of Tucson and Southern Arizona PO Box 86750 Tucson AZ 85754 860098932 501(C)(3) 2932320 PROGRAM SUPPORT Upward Foundation 6306 N 7th St Phoenix AZ 85014 860221195 501(C)(3) 183713 50 FMV VARIOUS IN-KIND PROGRAM SUPPORT Valle Del Sol Inc 3807 N 7th St Phoenix AZ 85014 860251255 501(C)(3) 17843 PROGRAM SUPPORT Valley Of The Sun YMCA 350 N 1st Ave Phoenix AZ 85003 860096799 501(C)(3) 359867 185100 FMV VARIOUS IN-KIND PROGRAM SUPPORT VALLEYLIFE 1142 W Hatcher Rd Phoenix AZ 85021 860135640 501(C)(3) 63957 23870 FMV VARIOUS IN-KIND PROGRAM SUPPORT Wesley Community Center 1300 S 10th St Phoenix AZ 85034 860133770 501(C)(3) 159660 7300 FMV VARIOUS IN-KIND PROGRAM SUPPORT CMTY INITIATIVE FUNDING TO VARIOUS AGENCIES 1515 E OSBORN Phoenix AZ 85014 747724 494741 FMV VARIOUS IN-KIND PROGRAM SUPPORT FTF Quality First Scholarships to Providers 1515 E OSBORN Phoenix AZ 85014 55402799 PROGRAM SUPPORT Direct Designations to Various Agencies 1515 E OSBORN Phoenix AZ 85014 501(C)(3) 17604110 PROGRAM SUPPORT 2934 787 FTF PROFESSIONAL REWARDS 1186 1030860 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 2015, WE DIRECTED THESE FUNDS TO OVER 3,000 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 - PROFESSIONAL REWARD$: YOUNG CHILDREN BENEFIT FROM CONSISTENT, LONG-TERM RELATIONSHIPS WITH TEACHERS AND CAREGIVERS WHO ARE EDUCATED TO WORK WITH INFANTS, TODDLERS AND PRESCHOOLERS. TO HELP PROGRAMS RETAIN WELL-QUALIFIED STAFF, FIRST THINGS FIRST'S PROFESSIONAL REWARD$ OFFERS SPECIAL FINANCIAL INCENTIVES TO TEACHERS AND CAREGIVERS IN QUALITY FIRST PROGRAMS FOR STAYING IN THEIR CURRENT JOB FOR AT LEAST ONE YEAR AND FOR TAKING AT LEAST SIX HOURS OF COLLEGE COURSEWORK IN EARLY CHILDHOOD. AWARDS RANGE FROM $300 TO $2,000. OTHER ELIGIBILITY RESTRICTIONS APPLY, AND FUNDING IS NOT AVAILABLE IN ALL AREAS. FOR FULL INFORMATION ON ELIGIBILITY REQUIREMENTS, THE APPLICATION PROCESS AND MORE, PLEASE VISIT HTTP://WWW.AZFTFREWARDS.ORG/. X X true true X X X X X false true false false false false false true false MERL WASCHLER PRESIDENT AND CEO 316055 0 79108 0 26649 0 11700 0 26275 0 459787 0 0 0 KATHERINE CECALA CHIEF OPERATING OFFICER 212223 0 355 0 21253 0 8414 0 19770 0 262015 0 0 0 TANYA MUNIZ CHIEF FINANCIAL OFFICER 142039 0 355 0 2839 0 6390 0 17340 0 168963 0 0 0 BRIAN SPICKER SENIOR VP OF COMMUNITY IMPACT 182486 0 355 0 20606 0 7778 0 19997 0 231222 0 0 0 NANCY DEAN SENIOR VP RESOURCE DEVELOPMENT 178762 0 355 0 16532 0 8677 0 25125 0 229451 0 0 0 KEN BROOKS CHIEF INFORMATION OFFICER 163395 0 355 0 3493 0 7070 0 600 0 174913 0 0 0 TAMERA SKROVAN SENIOR VP OF MARKETING 147441 0 355 0 621 0 6391 0 2160 0 156968 0 0 0 SCHEDULE J, PART I, LINE 1A VALLEY OF THE SUN UNITED WAY (VSUW) OFFERS HEALTH CLUB MEMBERSHIPS AT A REDUCED RATE, TO THE YMCA AND JCC, TO ALL EMPLOYEES. VSUW EMPLOYEES THAT CHOOSE TO TAKE ADVANTAGE OF THIS BENEFIT 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. 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 KATHERINE CECALA - $10,000 CONTRIBUTION, PLUS $5,911 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 2546941 COST/SELLING PRICE X 1924 16506 COST/SELLING PRICE X office furrniture, equip. 103641 2112443 COST/SELLING PRICE X Misc tickets/gift cert. 0 1991574 COST/SELLING PRICE false true false SCHEDULE M, PART I, COLUMN (B) THE ORGANIZATION REPORTS, IN SCHEDULE M, PART I, COLUMN (B), THE NUMBER OF ITEMS RECEIVED, NOT THE NUMBER OF CONTRIBUTIONS. FORM 990, PART I, LINE 6 VALLEY OF THE SUN UNITED WAY (VSUW) HAS 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 (VSUW) DEVELOPS AND SUPPORTS HUNDREDS OF HEALTH AND HUMAN SERVICES PROGRAMS AND VARIOUS INITIATIVES THAT ADDRESS OUR COMMUNITY'S MOST PRESSING NEEDS. WITH OUR COMMUNITY'S SUPPORT, WE WILL ACHIEVE OUR THREE KEY COMMUNITY OBJECTIVES TO 1) ENSURE CHILDREN AND YOUTH SUCCEED; 2) END HUNGER AND HOMELESSNESS; AND 3) INCREASE FINANCIAL STABILITY OF FAMILIES AND INDIVIDUALS. VSUW PARTNERS WITH MARICOPA COUNTY LEADERS, BUSINESS SUPPORTERS, NON-PROFIT ORGANIZATIONS, SCHOOLS, VOLUNTEERS AND DONORS TO DEVELOP INNOVATIVE SOLUTIONS THAT ADDRESS SHORT-TERM INDIVIDUAL NEEDS AND CREATE LONG-TERM COMMUNITY SOLUTIONS. BY COMING TOGETHER AROUND THESE COMMON OBJECTIVES, WE CREATE LASTING, SYSTEMIC CHANGE THAT TRANSFORMS INDIVIDUAL LIVES AND BUILDS A STRONGER COMMUNITY FOR US ALL TO LIVE, WORK AND RAISE OUR FAMILIES. MISSION: IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. VISION: BUILD A CARING COMMUNITY WHERE ALL CHILDREN AND YOUTH SUCCEED, FAMILIES ARE SELF-SUFFICIENT AND ALL PEOPLE ENJOY MAXIMUM HEALTH AND INDEPENDENCE. VALLEY OF THE SUN UNITED WAY COMMUNITY OBJECTIVES: ENSURE CHILDREN AND YOUTH SUCCEED TOGETHER WITH OUR PARTNERS, WE DEVELOP PARTNERSHIPS AND SUPPORT PROGRAMS THAT FOCUS ON KEY TRANSITIONS WHICH INFLUENCE A CHILD'S SUCCESS IN SCHOOL AND LIFE: READY FOR KINDERGARTEN, READ AT GRADE LEVEL BY END OF THIRD GRADE, GRADUATION FROM HIGH SCHOOL, AND PREPARED FOR COLLEGE AND CAREER. INCREASE FINANCIAL STABILITY WE EMPOWER COMMUNITY MEMBERS TO BREAK THE CYCLE OF POVERTY FOR THEMSELVES AND THEIR FAMILIES. UNITED WAY AND OUR PARTNERS EDUCATE INDIVIDUALS AND FAMILIES ON MANAGING THEIR PERSONAL FINANCES AND PROVIDE WORKFORCE PREPARATION FOR LOW-INCOME ADULTS TO HELP ACHIEVE FINANCIAL INDEPENDENCE. END HUNGER AND HOMELESSNESS UNITED WAY WORKS WITH PARTNERS TO ACHIEVE LONG-TERM, SYSTEMIC CHANGE THAT WILL END BOTH CHRONIC HUNGER AND CHRONIC HOMELESSNESS IN MARICOPA COUNTY. ON ANY GIVEN DAY, 82,000 HOUSEHOLDS IN MARICOPA COUNTY EXPERIENCE CHRONIC HUNGER, WHICH IMPACTS FAMILIES WITH CHILDREN AND SENIOR CITIZENS WHO STRUGGLE TO PUT FOOD ON THE TABLE. ON ANY GIVEN DAY, THOUSANDS OF INDIVIDUALS EXPERIENCE HOMELESSNESS, SOME FOR THE FIRST TIME AFTER A JOB LOSS, FORECLOSURE OR MEDICAL CRISIS - OTHERS FOR DECADES. OUR RESULTS IN FY 2015, DONATIONS FROM VALLEY OF THE SUN UNITED WAY'S GENEROUS DONORS: - TRAINED 3,500 PARENTS AND PROVIDED 8,233 SCHOOL READINESS KITS TO PREPARE CHILDREN FOR KINDERGARTEN. - PROVIDED TOOLS FOR SUCCESS IN HIGH SCHOOL TO MORE THAN 2,500 STUDENTS THROUGH DESTINATION GRADUATION. - ASSISTED 4,000 INDIVIDUALS IN COMPLETING JOB TRAINING AND OBTAINING EMPLOYMENT. - PROVIDED FINANCIAL LITERACY EDUCATION TO OVER 1,600 ADULTS. - HELPED 1,340 HARDWORKING TAXPAYERS TO CLAIM NEARLY $2 MILLION TAX REFUNDS AND RECEIVE TAX CREDITS THEY EARNED. - DEVELOPED COMMUNITY PARTNERSHIPS TO CREATE 1,200 UNITS OF PERMANENT SUPPORTIVE HOUSING TO HELP END HOMELESSNESS FOR MANY. - CONNECTED THOUSANDS OF PEOPLE TO LIFE CHANGING SERVICES FROM SHELTER, FOOD, CLOTHING, EMPLOYMENT AND WELLNESS CHECKS AT PROJECT CONNECT. - DISTRIBUTED 15,000 WEEKEND HUNGER BACKPACKS FOR STUDENTS AT EIGHT LOCAL SCHOOLS WHICH PROVIDED YOUTH REGULAR MEALS ON THE WEEKEND SO THEY ARE READY TO LEARN ON MONDAY. - INTRODUCED BREAKFAST IN THE CLASSROOM IN 14 SCHOOLS, PROVIDING MEALS FOR 9,815 CHILDREN. 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, LINES 15A & 15B 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. OFFICER COMPENSATION - COO & CFO THE CEO RECOMMENDS COMPENSATION AFTER ANNUAL REVIEW TO THE COMPENSATION COMMITTEE FOR THE CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER. THE COMPENSATION COMMITTEE, A SUBCOMMITTEE OF THE VSUW BOARD OF DIRECTORS, DETERMINES THE COMPENSATION OF THE CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER 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. THE FORM 990 IS ALSO AVAILABLE ON GUIDESTAR, AN EXTERNAL WEBSITE. 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: PHIL FRANCIS - HONORARY BOARD MEMBER SUSAN FRANK - HONORAY BOARD MEMBER CARLOS GONZALEZ - HONORARY BOARD MEMBER MERNOY HARRISON - HONORARY BOARD MEMBER HOPE LEVIN - HONORARY BOARD MEMBER STEVE WHEELER - HONORARY BOARD MEMBER FORM 990, PART XI, LINE 9 CHANGE IN UNRECOGNIZED BENEFIT PLAN COSTS: $548,131