UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC (EIN 86-0098932)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-10
- IRS object ID
- 201311309349302631
- Schema version
- 2011v1.5
- 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 C
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-10T18:20:36-07:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DeVries CPAs of Arizona PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4349 East Fifth Street | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 857112025 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860098932 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Way of Tucson and Southern | BusinessNameLine1 |
| Business Name Line2 | Arizona Inc | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 5209039000 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O Box 86750 | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 85754 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Tony Penn | Name |
| Title | President/CEO | Title |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mike DeVries | Name |
| Phone | 5202986200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Neal Eckel | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 86750 | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 857546750 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 20528937 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.unitedwayoftucson.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1942 | YearFormation |
| State Legal Domicile | AZ | StateLegalDomicile |
| Activity Or Mission Description | United Way's mission is to build a better community with a vision toward an economically viable, strong, safe and healthy community where Southern Arizona residents can live and work. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 26 | NbrIndependentVotingMembers |
| Total Nbr Employees | 93 | TotalNbrEmployees |
| Total Nbr Volunteers | 3500 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 16718878 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 18794427 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 444470 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 441715 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 100208 | InvestmentIncomePriorYear |
| Investment Income Current Year | 14305 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 17263556 | TotalRevenuePriorYear |
| Total Revenue Current Year | 19250447 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 11905841 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 13378310 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 3306358 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 3303579 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 1241988 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1783612 | OtherExpensePriorYear |
| Other Expenses Current Year | 1940429 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 16995811 | TotalExpensesPriorYear |
| Total Expenses Current Year | 18622318 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 267745 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 628129 | RevenuesLessExpensesCY |
| Total Assets BOY | 7851746 | TotalAssetsBOY |
| Total Assets EOY | 9284834 | TotalAssetsEOY |
| Total Liabilities BOY | 3480693 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 4195053 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 4371053 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 5089781 | NetAssetsOrFundBalancesEOY |
| Mission Description | United Way's mission is to build a better community with a vision toward an economically viable, strong, safe and healthy community where Southern Arizona residents can live and work. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 12481653 | Expense |
| Grants | 9294493 | Grants |
| Revenue | 441715 | Revenue |
| Description | United Way of Tucson and Southern Arizona (UWTSA) works to advance the common good by focusing on education, income, and health-the building blocks of a good life. A quality education leads to a stable job, enough income to support a family through retirement, and good health. United Way works to ensure that all children enter Kindergarten eager to learn and ready to succeed; youth are ready by 21: ready for college, work and life; families are financially stable, and seniors are healthy and maintain maximum independence. UWTSA emphasizes measurable results and monitors program performance and results of community partners that receive UWTSA financial support. Key 2011 - 2012 results include: 43,295 families received age-appropriate books and learned tips for reading to their child 8,122 children are in early care and education programs actively engaged in quality improvement efforts 3,887 youth participated in quality, after-school programs 2,153 families received guidance for raising and nurturing their child either in the home or at community-based settings 1,761 individuals learned new developmentally appropriate early childhood education and systems building skills 8,558 low-income working families used no-fee tax preparation services at VITA sites to receive all appropriate tax credits and refunds 5,387 families and youth received services to become more financially stable 93% of households served indicated that services provided a positive impact on their financial stability 6,168 seniors became more active and independent through volunteering 187,271 hours to support other seniors and families meet their needs 3,655 caregivers are better able to serve their senior care recipients because of comprehensive training and support 1,402 children and youth participate in activities to improve their nutrition awareness and fitness | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4014183 | Expense |
| Grants | 4014183 | Grants |
| Description | Allocations - Through United Way's annual campaign, United Way raises funds to distribute to health and welfare programs and services administered by not-for-profit agencies. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 16495836 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 90 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 93 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 26 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | true | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | AZ | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | The organization | NamePerson |
| Telephone Number | 5209039000 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 N Commerce Park Loop Ste 200 | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 85745 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (28 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| Jake Wycoff | ||||||
| Member at Large | 1.00 | X | 0 | 0 | 0 | |
| Jean Tkachyk | ||||||
| Member at Large | 1.00 | X | 0 | 0 | 0 | |
| Misha Patel Terrazas | ||||||
| Member at Large | 1.00 | X | 0 | 0 | 0 | |
| Judy Rich | ||||||
| Member at Large | 1.00 | X | 0 | 0 | 0 | |
| Cindy Parseghian | ||||||
| Member at Large | 1.00 | X | 0 | 0 | 0 | |
| Jason Ott | ||||||
| Member at Large | 1.00 | X | 0 | 0 | 0 | |
| Charles E Monroe | ||||||
| Member at Large | 1.00 | X | 0 | 0 | 0 | |
| Alexandra Master-Judge | ||||||
| Secretary | 4.00 | X | 0 | 0 | 0 | X |
| Adaline Klemmedson | ||||||
| Member at Large | 1.00 | X | 0 | 0 | 0 | |
| Daisy Jenkins | ||||||
| Member at Large | 1.00 | X | 0 | 0 | 0 | |
| James Holmberg | ||||||
| Member at Large | 1.00 | X | 0 | 0 | 0 | |
| Linda Hatfield | ||||||
| Member at Large | 1.00 | X | 0 | 0 | 0 | |
| Martha Furnas | ||||||
| Member at Large | 1.00 | X | 0 | 0 | 0 | |
| Humberto Stevens | ||||||
| Member at Large | 1.00 | X | 0 | 0 | 0 | |
| Mary Snider | ||||||
| Member at Large | 1.00 | X | 0 | 0 | 0 | |
| Debe Campos-Fleenor | ||||||
| Member at Large | 1.00 | X | 0 | 0 | 0 | |
| Bennett Burke | ||||||
| Member at Large | 1.00 | X | 0 | 0 | 0 | |
| Michael Bianco-Splann | ||||||
| Member at Large | 1.00 | X | 0 | 0 | 0 | |
| Paul Bonavia | ||||||
| Vice Chair | 1.00 | X | 0 | 0 | 0 | X |
| Robert Paul Auman | ||||||
| Member at Large | 1.00 | X | 0 | 0 | 0 | |
| Steven Banzhaf | ||||||
| Member at Large | 1.00 | X | 0 | 0 | 0 | |
| Dr Louis Albert | ||||||
| Member at Large | 1.00 | X | 0 | 0 | 0 | |
| Ronald Sable | ||||||
| Past Chair | 1.00 | X | 0 | 0 | 0 | X |
| Neal Eckel | ||||||
| Chair | 8.00 | X | 0 | 0 | 0 | X |
| Norman Rebenstorf | ||||||
| Member at Large | 1.00 | X | 0 | 0 | 0 | |
| Christine McNamara | ||||||
| Treasurer | 4.00 | X | 0 | 0 | 0 | X |
| Mary Huerstel | ||||||
| VP Finance | 40.00 | 101905 | 0 | 9908 | X | |
| Tony Penn | ||||||
| President/CEO | 40.00 | 166905 | 0 | 12124 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 268810 | TotalReportableCompFromOrg |
| Total Other Compensation | 22032 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LeCroy & Milligan Associates Inc | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2020 N Forbes Blvd Ste 104 | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 85745 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | Program Evaluation | DescriptionOfServices |
| Compensation | 111546 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Government Grants | 9561224 | GovernmentGrants |
| All Other Contributions | 9233203 | AllOtherContributions |
| Noncash Contributions | 128645 | NoncashContributions |
| Total Contributions | 18794427 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| Service fee income | 215358 | 215358 |
| Program fees | 226357 | 226357 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 441715 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 58698 | TotalRevenueColumn |
| Exclusion | $58,698 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1234097 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1278490 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -44393 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -44393 | TotalRevenueColumn |
| Exclusion | -$44,393 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19250447 | TotalRevenueColumn |
| Related Or Exempt Function Income | 441715 | RelatedOrExemptFunctionIncome |
| Exclusion | $14,305 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13308676 | Total |
| Program Services | 13308676 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69634 | Total |
| Program Services | 69634 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 314200 | Total |
| Program Services | 171013 | ProgramServices |
| Management And General | 59887 | ManagementAndGeneral |
| Fundraising | 83300 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2472985 | Total |
| Program Services | 1345532 | ProgramServices |
| Management And General | 470772 | ManagementAndGeneral |
| Fundraising | 656681 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96312 | Total |
| Program Services | 52664 | ProgramServices |
| Management And General | 18655 | ManagementAndGeneral |
| Fundraising | 24993 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 172862 | Total |
| Program Services | 94521 | ProgramServices |
| Management And General | 33483 | ManagementAndGeneral |
| Fundraising | 44858 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 247220 | Total |
| Program Services | 135179 | ProgramServices |
| Management And General | 47887 | ManagementAndGeneral |
| Fundraising | 64154 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22552 | Total |
| Fundraising | 22552 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 684815 | Total |
| Program Services | 586039 | ProgramServices |
| Management And General | 72418 | ManagementAndGeneral |
| Fundraising | 26358 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58384 | Total |
| Program Services | 19013 | ProgramServices |
| Management And General | 10972 | ManagementAndGeneral |
| Fundraising | 28399 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 104750 | Total |
| Program Services | 88789 | ProgramServices |
| Management And General | 8641 | ManagementAndGeneral |
| Fundraising | 7320 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 260240 | Total |
| Program Services | 206371 | ProgramServices |
| Management And General | 21463 | ManagementAndGeneral |
| Fundraising | 32406 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77233 | Total |
| Program Services | 55136 | ProgramServices |
| Management And General | 4019 | ManagementAndGeneral |
| Fundraising | 18078 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 88104 | Total |
| Program Services | 59897 | ProgramServices |
| Management And General | 18451 | ManagementAndGeneral |
| Fundraising | 9756 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9779 | Total |
| Program Services | 5346 | ProgramServices |
| Management And General | 1891 | ManagementAndGeneral |
| Fundraising | 2542 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70311 | Total |
| Management And General | 70311 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5187 | Total |
| Program Services | 2836 | ProgramServices |
| Management And General | 1005 | ManagementAndGeneral |
| Fundraising | 1346 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7615 | Total |
| Program Services | 3971 | ProgramServices |
| Management And General | 1194 | ManagementAndGeneral |
| Fundraising | 2450 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| Combined federal campaign | 75220 | 75220 | ||
| Equipment expenses | 131471 | 17572 | 84737 | 29162 |
| Event and promotional supplies | 136753 | 76061 | 57857 | 2835 |
| Printing and Publications | 173667 | 40629 | 131549 | 1489 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34348 | Total |
| Program Services | 17076 | ProgramServices |
| Management And General | 9959 | ManagementAndGeneral |
| Fundraising | 7313 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18622318 | Total |
| Program Services | 16495836 | ProgramServices |
| Management And General | 884494 | ManagementAndGeneral |
| Fundraising | 1241988 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1209325 | BOY |
| EOY | 858577 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 791427 | BOY |
| EOY | 1514746 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3317581 | BOY |
| EOY | 3705164 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94470 | BOY |
| EOY | 134673 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42771 | BOY |
| EOY | 15185 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 722856 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 682650 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45397 | BOY |
| EOY | 40206 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1755002 | BOY |
| EOY | 1981425 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 585020 | BOY |
| EOY | 1034858 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10753 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7851746 | BOY |
| EOY | 9284834 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 585254 | BOY |
| EOY | 474561 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 973479 | BOY |
| EOY | 1613306 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56641 | BOY |
| EOY | 86433 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1865319 | BOY |
| EOY | 2020753 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3480693 | BOY |
| EOY | 4195053 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1606272 | BOY |
| EOY | 2119947 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1178451 | BOY |
| EOY | 1383504 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1586330 | BOY |
| EOY | 1586330 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4371053 | BOY |
| EOY | 5089781 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7851746 | BOY |
| EOY | 9284834 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 628129 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 90599 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12013064 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11399788 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18682260 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16718878 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18794427 | CurrentTaxYear |
| Total | 77608417 | Total |
Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 12013064 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11399788 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 18682260 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 16718878 | CurrentTaxYearMinus1Year |
| Current Tax Year | 18794427 | CurrentTaxYear |
| Total | 77608417 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 0 | AmountsSubstContributorsTotal |
| Public Support Total170 | 77608417 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 296788 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 207688 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 74520 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 59814 | CurrentTaxYearMinus1Year |
| Current Tax Year | 58698 | CurrentTaxYear |
| Total | 697508 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 78305925 | TotalSupport |
| Gross Receipts From Admissions Etc | 2707351 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.99110 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.97710 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed4955 Tax | false | Form4720Filed4955Tax |
| Correction Made | false | CorrectionMade |
Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 18622318 | FilingOrganizationsTotals |
Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 18622318 | FilingOrganizationsTotals |
Lobbying Nontaxable LobbyingNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 1000000 | FilingOrganizationsTotals |
Grassroots Nontaxable GrassrootsNontaxableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Totals | 250000 | FilingOrganizationsTotals |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form4720 Filed | false | Form4720Filed |
Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 899521 | CurrentYearMinus3 |
| Current Year Minus2 | 1000000 | CurrentYearMinus2 |
| Current Year Minus1 | 999791 | CurrentYearMinus1 |
| Current Year | 1000000 | CurrentYear |
| Total | 3899312 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,848,968 | LobbyingCeilingAmount |
Total Lobbying Expenditures2 TotalLobbyingExpenditures2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 30000 | CurrentYearMinus3 |
| Current Year Minus2 | 30000 | CurrentYearMinus2 |
| Total | 60000 | Total |
Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | 224880 | CurrentYearMinus3 |
| Current Year Minus2 | 250000 | CurrentYearMinus2 |
| Current Year Minus1 | 249948 | CurrentYearMinus1 |
| Current Year | 250000 | CurrentYear |
| Total | 974828 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,462,242 | GrassrootsCeilingAmount |
Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus2 | 30000 | CurrentYearMinus2 |
| Total | 30000 | Total |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 91 | NumberDAFsHeld |
| Donor Advised Contributions | 914258 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 983192 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 1387730 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1769168 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 56651 | InvestmentEarningsOrLosses |
| Other Expenditures | 84972 | OtherExpenditures |
| Administrative Expenses | 15546 | AdministrativeExpenses |
| End Of Year Balance | 1725301 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1642640 | BeginningOfYearBalance |
| Contributions | 10703 | Contributions |
| Investment Earnings Or Losses | 218651 | InvestmentEarningsOrLosses |
| Other Expenditures | 86847 | OtherExpenditures |
| Administrative Expenses | 15979 | AdministrativeExpenses |
| End Of Year Balance | 1769168 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1534169 | BeginningOfYearBalance |
| Contributions | 1152 | Contributions |
| Investment Earnings Or Losses | 119671 | InvestmentEarningsOrLosses |
| Administrative Expenses | 12352 | AdministrativeExpenses |
| End Of Year Balance | 1642640 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.91900 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08100 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 682 | OtherCostOrOtherBasis |
| Depreciation | 682 | Depreciation |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 338192 | OtherCostOrOtherBasis |
| Depreciation | 337956 | Depreciation |
| Book Value | 236 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 383982 | OtherCostOrOtherBasis |
| Depreciation | 344012 | Depreciation |
| Book Value | 39970 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 40206 | TotalOfBookValueLandBuildings |
| Total Of Book Value Securities | 1034858 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Due to affiliate | $2,404 |
| Custodial liabilities | $1,906,138 |
| Annuity payment obligations | $112,211 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 2020753 | TotalOfAmounts |
| Total Revenue | 19250447 | TotalRevenue |
| Total Expenses | 18622318 | TotalExpenses |
| Excess Or Deficit For Year | 628129 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 90599 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 90599 | TotalAdjustments |
| Excess Or Deficit Per FS | 718728 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 15451855 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 90599 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 146634 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -3348617 | OtherRevenues |
| Revenue Not Rptd F990 | -3111384 | RevenueNotRptdF990 |
| Revenue Subtotal | 18563239 | RevenueSubtotal |
| Other Revenues Not Included | 687208 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 687208 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 19250447 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 14569354 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 146634 | DonatedServicesUseOfFacilities |
| Other Expenses Included | -3489838 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | -3343204 | ExpensesNotRptdF990 |
| Expenses Subtotal | 17912558 | ExpensesSubtotal |
| Other Expenses Not Included | 709760 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 709760 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 18622318 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X | Part X : FIN48 Footnote | In accordance with Financial Accounting Standards Board (FASB) Accounting Standards Codification No. 740-10 (ASC 740-10), UWTSA and UWCC hold no uncertain tax positions and, therefore, have no policy for evaluating them. UWTSA and UWCC's Forms 990, Return of Organization Exempt from Income Taxes and Arizona Forms 99, Arizona Exempt Organization Annual Information Return, are generally subject to examination by the Internal Revenue Service for three years and the Arizona Department of Revenue for four years, respectively, after the date the returns were filed. |
| Part XIII, Line 4b | Part XIII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Third Party Designated Agency $687208 Investment fees $22552 |
| Part XII, Line 4b | Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Third Party Designated Agency $687208 |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | The organization's permanently restricted endowment funds consist of two individual funds established for children's programs and general operations. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Schedule Attached | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 86750 | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 85754 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRC Section | 501(c)(3) | IRCSection |
| Amount Of Cash Grant | 13180031 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 128645 | AmountOfNonCashAssistance |
| Method Of Valuation | Market value | MethodOfValuation |
| Description Of Non Cash Assistance | In kind allocations and grants | DescriptionOfNonCashAssistance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 0 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 1 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| Work/vocational | 62 | 4575 |
| Safety training and educ | 500 | 22832 |
| Health and nutrition | 500 | 27364 |
| Emergency assistance | 51 | 14863 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Grantmaker's Description of How Grants are Used | Identifier |
| Explanation | Each funded project reports service and financial information on-line and project specialists monitor reports on a quarterly basis and visit sites and review annual reports, audits and other agency information on a regular basis to ensure compliance. Agency audits and annual reports are maintained in a central file. Invoices are processed by the specialist and are approved and processed through the UWTSA financial management system that tracks expenditures using specified project codes. All expenditures are monitored closely to ensure they are used for the intended purposes | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Tony Penn | NamePerson |
| Base Compensation Filing Org | 177309 | BaseCompensationFilingOrg |
| Other Compensation Filing Org | 7200 | OtherCompensationFilingOrg |
| Deferred Comp Filing Org | 7080 | DeferredCompFilingOrg |
| Nontaxable Benefits Filing Org | 5044 | NontaxableBenefitsFilingOrg |
| Total Compensation Filing Org | 196633 | TotalCompensationFilingOrg |
Schedule M IRS990ScheduleM
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Furniture | 3 | 1727 | FMV |
| X | Equip/Supplies | 15 | 126918 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGifts |
| Third Parties Used | false | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | Form 990, audit reports and other documents are posted on our website. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | Oficers and Directors are required to disclose potential conflicts annually. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | Draft 990 Form is emailed to each member of the Board for their review. The draft is voted for approval during a subsequent Board meeting. |
| Form 990, Part VI, Line 4 | Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents | The Bylaws were amended to require the approval of the Executive Committee and Board for salaries of disqualified persons as defined in the Internal Revenue Code. |
| Form 990, Part VI, Line 2 | Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et | Director Jean Tkachyk is the aunt of Director Christine McNamara's husband. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Way Capital Corporation | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO Box 86750 | AddressLine1 |
| City | Tucson | City |
| State | AZ | State |
| ZIP Code | 857546750 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860984771 | EIN |
| Primary Activities | Charitable | PrimaryActivities |
| Legal Domicile State | AZ | LegalDomicileState |
| Exempt Code Section | 501(c)(3) | ExemptCodeSection |
| Public Charity Status | 11 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | false | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | true | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| United Way Capital Corporation | |
| l | 83813 |
| United Way Capital Corporation | |
| j | 233280 |
| United Way Capital Corporation | |
| d | 2319915 |
Comments