UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC (EIN 86-0098932)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-03-06
- IRS object ID
- 202600659349300240
- Schema version
- 2024v5.5
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-06T12:00:53-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 860750225 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Keegan Linscott & Associates PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3443 N Campbell Avenue Suite 115 | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85719 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860098932 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Way of Tucson and Southern | BusinessNameLine1Txt |
| Business Name Line2 | Arizona Inc | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5209039000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 N Commerce Park Loop 200 | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85745 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Vanecia Kerr | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 5209039000 | PhoneNum |
| Signature | 2026-02-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carla J Keegan | PreparerPersonNm |
| PTIN | P00596839 | PTIN |
| Phone | 5208840176 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Vanecia Kerr | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 N Commerce Park Loop 200 | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85745 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $24,152,242 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | unitedwaytucson.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1942 | FormationYr |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Activity Or Mission | Building a thriving community by uniting people, ideas, and resources. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 96 | TotalEmployeeCnt |
| Total Volunteers | 4481 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,309,165 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,268,403 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $79,537 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $92,705 | CYProgramServiceRevenueAmt |
| PY Investment Income | $460,753 | PYInvestmentIncomeAmt |
| CY Investment Income | $449,352 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$57,287 | PYOtherRevenueAmt |
| CY Other Revenue | -$51,937 | CYOtherRevenueAmt |
| PY Total Revenue | $11,792,168 | PYTotalRevenueAmt |
| CY Total Revenue | $12,758,523 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,614,832 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,917,925 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,071,089 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,334,320 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,538,158 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,462,753 | PYOtherExpensesAmt |
| CY Other Expenses | $2,859,456 | CYOtherExpensesAmt |
| PY Total Expenses | $14,148,674 | PYTotalExpensesAmt |
| CY Total Expenses | $15,111,701 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,356,506 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,353,178 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $22,682,639 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,079,908 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,221,524 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,922,497 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $20,461,115 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $19,157,411 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Our vision is a community where every child receives a high-quality education from birth to career, every adult has the opportunity to thrive financailly and in the workplace, and every older person can retire and age with dignity and independence. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,022,539 | ExpenseAmt |
| Grant | $6,576,472 | GrantAmt |
| Revenue | $92,705 | RevenueAmt |
| Desc | United Way of Tucson and Southern Arizona is building a thriving community by uniting people, ideas, and resources, serving more than 250,000 individuals locally in 2024-2025. With more than a century of service in this region, United Way of Tucson remains committed to transforming lives and driving lasting change by focusing on key issues: educational success, financial wellness, healthy living, housing stability, and homelessness. As the premier community convener, United Way fosters strategic partnerships and mobilizes resources to design impactful, innovative solutions that support community members and strengthen the local economy. By utilizing measurable results, United Way ensures data-driven decision-making and monitors both internal and external partner programs to maximize outcomes.Key 2024-2025 Results Include: *1,947 children are in early education programs actively engaged in quality improvement efforts*Children received 252,625 age-appropriate books to build their personal home libraries*849 Families received guidance for raising and nurturing their child either in the home or at community-based settings and 5,489 adults received services from Family Resource Centers*436 Individuals learned new developmentally appropriate early childhood education and systems building skills*2,335 Opportunity youth were supported to sustain their engagement in connecting education and a career pathway through the re-engagement centers* 15,960 individuals were impacted through Math Change Network collaborative efforts*13,361 Low-income working families used no-fee tax preparation services at VITA sites to receive all appropriate tax credits*1,902 household members built financial skills related to budgets and credit, debt reduction, saving strategies, and received assistance to obtain public benefits, financial education and coaching*3,767 Older adults became more active and independent through volunteering 118,106 Hours to support 29,942 other older adults and families to meet their needs*32,132 Older adults were able to stay at home because of help and support from quality programs*1,734 individuals sought more information about becoming a Direct Care Worker*1,634 Days of Caring volunteers provided over 4,823 volunteer hours to complete 95 community improvement projects impacting 78,700 individuals*112,807 individuals were helped with emergency needs, such as rental and utility assistance, food, diapers, and health and safety needs * 849 families of young children were served with classes, workshops, parent-child interactions and family support coordination/case management | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $341,453 | ExpenseAmt |
| Grant | $341,453 | GrantAmt |
| Desc | Allocations - Through United Way's annual campaign, United Way raises funds to distribute to education and social services, and health and welfare programs administered by not-for-profit agencies. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,363,992 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | Yes (1) | 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 With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 66 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 96 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | 0 | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | 0 | LocalChaptersInd |
| 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 | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| 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 | Daniel Phillips Controller | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5209033938 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 N Commerce Park Loop 200 | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85745 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Allison Duffy | |||||||||
| Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Monica Vargas-Mahar | |||||||||
| Vice Chair | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Alicia White | |||||||||
| Treasurer | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Ty Brown | |||||||||
| Secretary | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Edmundo Gamillo | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Matthew Thrower | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Eliezer Asunsolo | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Tara Carthew | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mimi Coomler | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Deepa Dalvi | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mike Donoghue | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Marco Gardner | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Joseph Kroeger | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | |||
| Rose Lopez | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Trish Muir | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Roderick Prewitt | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Helena Rodrigues | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Joe Salkowski | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Calline Sanchez | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Brian Sinotte | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Carlos Smith | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Matt Smogor | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Courtney Heath | |||||||||
| Director | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Tony Penn | |||||||||
| President and CEO | 40.00 | Yes (X) | $392,033 | $0 | $19,036 | 1.00 | |||
| George Schlecht | |||||||||
| Vice President and CFO | 40.00 | Yes (X) | $75,756 | $0 | $5,565 | 1.00 | |||
| Sylvia Leyba | |||||||||
| Vice President and CFO | 40.00 | Yes (X) | $55,428 | $0 | $16,087 | 1.00 | |||
| Allison Titcomb | |||||||||
| Senior VP & Chief Impact Officer | 40.00 | $168,471 | $0 | $13,940 | Yes (X) | ||||
| Arika Wells | |||||||||
| Executive Vice President & COO | 40.00 | $159,108 | $0 | $14,518 | Yes (X) | ||||
| Melissa D'Auria | |||||||||
| Vice President & CAF | 40.00 | $148,808 | $0 | $11,410 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $999,604 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $80,556 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $67,513 | FundraisingAmt |
| Related Organizations | $200,000 | RelatedOrganizationsAmt |
| Government Grants | $6,920,042 | GovernmentGrantsAmt |
| All Other Contributions | $5,080,848 | AllOtherContributionsAmt |
| Noncash Contributions | $164,313 | NoncashContributionsAmt |
| Total Contributions | $12,268,403 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Service Fee Income | 900099 | $49,083 | $49,083 |
| Miscellaneous Income | 900099 | $43,622 | $43,622 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $92,705 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $465,911 | TotalRevenueColumnAmt |
| Exclusion | $465,911 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,303,650 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,320,209 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$16,559 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,559 | TotalRevenueColumnAmt |
| Exclusion | -$16,559 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $21,573 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $67,513 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $73,510 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$51,937 | TotalRevenueColumnAmt |
| Exclusion | -$51,937 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,758,523 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $92,705 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $397,415 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,917,925 | TotalAmt |
| Program Services | $6,917,925 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $919,942 | TotalAmt |
| Program Services | $510,497 | ProgramServicesAmt |
| Management And General | $223,020 | ManagementAndGeneralAmt |
| Fundraising | $186,425 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,651,755 | TotalAmt |
| Program Services | $2,010,761 | ProgramServicesAmt |
| Management And General | $906,322 | ManagementAndGeneralAmt |
| Fundraising | $734,672 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,360 | TotalAmt |
| Program Services | $34,163 | ProgramServicesAmt |
| Management And General | $9,720 | ManagementAndGeneralAmt |
| Fundraising | $12,477 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $373,365 | TotalAmt |
| Program Services | $226,318 | ProgramServicesAmt |
| Management And General | $64,390 | ManagementAndGeneralAmt |
| Fundraising | $82,657 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,898 | TotalAmt |
| Program Services | $189,241 | ProgramServicesAmt |
| Management And General | $72,122 | ManagementAndGeneralAmt |
| Fundraising | $71,535 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,872 | TotalAmt |
| Management And General | $2,872 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,800 | TotalAmt |
| Management And General | $64,800 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,651 | TotalAmt |
| Program Services | $3,651 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,767 | TotalAmt |
| Management And General | $62,767 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $722,300 | TotalAmt |
| Program Services | $485,709 | ProgramServicesAmt |
| Management And General | $183,929 | ManagementAndGeneralAmt |
| Fundraising | $52,662 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,141 | TotalAmt |
| Program Services | $93,368 | ProgramServicesAmt |
| Management And General | $43,755 | ManagementAndGeneralAmt |
| Fundraising | $124,018 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $395,764 | TotalAmt |
| Program Services | $302,502 | ProgramServicesAmt |
| Management And General | $47,901 | ManagementAndGeneralAmt |
| Fundraising | $45,361 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,235 | TotalAmt |
| Program Services | $128,942 | ProgramServicesAmt |
| Management And General | $20,495 | ManagementAndGeneralAmt |
| Fundraising | $73,798 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $624,637 | TotalAmt |
| Program Services | $203,621 | ProgramServicesAmt |
| Management And General | $368,176 | ManagementAndGeneralAmt |
| Fundraising | $52,840 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,864 | TotalAmt |
| Program Services | $58,028 | ProgramServicesAmt |
| Management And General | $1,306 | ManagementAndGeneralAmt |
| Fundraising | $8,530 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,466 | TotalAmt |
| Program Services | $68,323 | ProgramServicesAmt |
| Management And General | $30,963 | ManagementAndGeneralAmt |
| Fundraising | $34,180 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,189 | TotalAmt |
| Program Services | $14 | ProgramServicesAmt |
| Management And General | $1,175 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,686 | TotalAmt |
| Program Services | $76,393 | ProgramServicesAmt |
| Management And General | $19,008 | ManagementAndGeneralAmt |
| Fundraising | $30,285 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,114 | TotalAmt |
| Management And General | $30,114 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,634 | TotalAmt |
| Program Services | $565 | ProgramServicesAmt |
| Management And General | $27,069 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Equipment | $72,456 | $41,183 | $6,551 | $24,722 |
| Dues and Subscriptions | $39,880 | $12,788 | $23,096 | $3,996 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,111,701 | TotalAmt |
| Program Services | $11,363,992 | ProgramServicesAmt |
| Management And General | $2,209,551 | ManagementAndGeneralAmt |
| Fundraising | $1,538,158 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,152,008 | BOYAmt |
| EOY | $2,617,022 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,596,257 | BOYAmt |
| EOY | $1,702,814 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,287,946 | BOYAmt |
| EOY | $3,351,875 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,423 | BOYAmt |
| EOY | $55,010 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,182 | BOYAmt |
| EOY | $95,659 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $298,097 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $269,067 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,383 | BOYAmt |
| EOY | $29,030 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,053,972 | BOYAmt |
| EOY | $13,305,476 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,468 | BOYAmt |
| EOY | $923,022 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,682,639 | BOYAmt |
| EOY | $22,079,908 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $994,372 | BOYAmt |
| EOY | $1,042,179 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $623,795 | BOYAmt |
| EOY | $581,413 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,233 | BOYAmt |
| EOY | $22,500 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $294,083 | BOYAmt |
| EOY | $297,169 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $274,041 | BOYAmt |
| EOY | $979,236 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,221,524 | BOYAmt |
| EOY | $2,922,497 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,847,743 | BOYAmt |
| EOY | $11,838,277 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,613,372 | BOYAmt |
| EOY | $7,319,134 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,461,115 | BOYAmt |
| EOY | $19,157,411 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,682,639 | BOYAmt |
| EOY | $22,079,908 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,353,178 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $705,751 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $343,723 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | $23,078,317 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,232,879 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,340,113 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,309,165 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,268,403 | CurrentTaxYearAmt |
| Total | $73,228,877 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $23,078,317 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,232,879 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,340,113 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,309,165 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,268,403 | CurrentTaxYearAmt |
| Total | $73,228,877 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,364,668 | SubstantialContributorsTotAmt |
| Public Support Total170 | $71,864,209 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $174,419 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $180,721 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $361,577 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $461,597 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $465,911 | CurrentTaxYearAmt |
| Total | $1,644,225 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $74,873,102 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $448,903 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95980 | PublicSupportCY170Pct |
| Public Support PY170 | 0.96720 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,651 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,651 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $15,108,050 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $15,111,701 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $905,585 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $226,396 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $826,195 | CurrentYearMinus3Amt |
| Current Year Minus2 | $833,017 | CurrentYearMinus2Amt |
| Current Year Minus1 | $857,434 | CurrentYearMinus1Amt |
| Current Year | $905,585 | CurrentYearAmt |
| Total | $3,422,231 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $5,133,347 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,651 | CurrentYearAmt |
| Total | $3,651 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $206,549 | CurrentYearMinus3Amt |
| Current Year Minus2 | $208,254 | CurrentYearMinus2Amt |
| Current Year Minus1 | $214,359 | CurrentYearMinus1Amt |
| Current Year | $226,396 | CurrentYearAmt |
| Total | $855,558 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,283,337 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,651 | CurrentYearAmt |
| Total | $3,651 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 27 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $462,128 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $542,790 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $3,028,872 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,733,346 | BeginningYearBalanceAmt |
| Contributions | $51,243 | ContributionsAmt |
| Investment Earnings Or Losses | $343,802 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $20,078 | AdministrativeExpensesAmt |
| End Year Balance | $4,108,313 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,345,852 | BeginningYearBalanceAmt |
| Contributions | $62,572 | ContributionsAmt |
| Investment Earnings Or Losses | $346,673 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $21,751 | AdministrativeExpensesAmt |
| End Year Balance | $3,733,346 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,000,920 | BeginningYearBalanceAmt |
| Contributions | $150,640 | ContributionsAmt |
| Investment Earnings Or Losses | $211,759 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $17,467 | AdministrativeExpensesAmt |
| End Year Balance | $3,345,852 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,116,912 | BeginningYearBalanceAmt |
| Contributions | $1,141,865 | ContributionsAmt |
| Investment Earnings Or Losses | -$244,337 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $13,520 | AdministrativeExpensesAmt |
| End Year Balance | $3,000,920 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,834,714 | BeginningYearBalanceAmt |
| Contributions | $1,000 | ContributionsAmt |
| Investment Earnings Or Losses | $394,900 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $101,384 | OtherExpendituresAmt |
| Administrative Expenses | $12,318 | AdministrativeExpensesAmt |
| End Year Balance | $2,116,912 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.82000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.18000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $682 | OtherCostOrOtherBasisAmt |
| Depreciation | $682 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,771 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,771 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $269,644 | OtherCostOrOtherBasisAmt |
| Depreciation | $240,614 | DepreciationAmt |
| Book Value | $29,030 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $29,030 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Annuity Obligations | $38,577 |
| Finance Lease Obligations | $24,400 |
| Operating Lease Obligations | $882,592 |
| Due to Affiliate | $33,667 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $979,236 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | Custodial liabilities represent those funds that UWTSA is holding at the discretion of affiliated and other charitable organizations. Agency liabilities represent funds that have been designated to agencies that UWTSA has not remitted. |
| Part V, Line 4: | UWTSA's endowments consist of three funds established under donor restriction for charitable purposes. Funds are subject to endowment spending policy and appropriation, and are restricted by donors for general use, education, and The Volunteer Center. |
| Part X, Line 2: | Both UWTSA and UWCC are exempt from income taxes under both Federal (Internal Revenue Code Section 501(c)(3)) and Arizona income tax laws. They are both classified as other than private foundations under Internal Revenue Code Section 509(a). Income from certain activities not directly related to their tax-exempt purpose, however, may be subject to taxation as unrelated business taxable income. Management has considered its tax positions in accordance with the accounting standard for uncertainty in income taxes and believes that all positions taken in its federal and state exempt organization tax returns are more likely than not to be sustained upon examination. In addition, Management is not aware of any matters which would cause the Organization to lose its tax-exempt status. The Organization's returns are subject to examination by federal and state taxing authorities, generally for three years and four years, respectively, after they are filed. Should the Organization ever be subject to interest and penalties related to unrecognized tax benefits, they would be classified in management and general expenses in its accompanying consolidated financial statements. During the years ended June 30, 2025 and 2024, the Organization did not recognize any interest and penalties. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Business Breakfast | Event1Nm |
| Gross Receipts Event1 | $80,154 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $59,413 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $20,741 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $12,283 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $21,280 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $18,189 | OtherDirectExpensesEvent1Amt |
| Event2 | Circle of Excellence | Event2Nm |
| Gross Receipts Event2 | $8,932 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $8,100 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $832 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $3,331 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $12,367 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $6,060 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $89,086 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $67,513 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $21,573 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $15,614 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $33,647 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $24,249 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $73,510 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$51,937 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (78 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| Altar Valley School District #51 | |||||||||
| 10105 S Sasabe Rd | Tucson | AZ | 85736 | 860717667 | Public School | $61,881 | $0 | General use | |
| Amphitheater Public School District | |||||||||
| 701 W Wetmore Road | Tucson | AZ | 85705 | 866000547 | Public School | $146,560 | $0 | General use | |
| Amphitheater Public Schools Foundation | |||||||||
| 701 W Wetmore Road | Tucson | AZ | 85705 | 860472926 | 501(c)(3) | $17,064 | $0 | General use | |
| Arizona Public Media | |||||||||
| 1423 E University | Tucson | AZ | 85721 | 866051042 | 501(c)(3) | $5,750 | $0 | General use | |
| Arizona Theatre Company | |||||||||
| PO Box 1631 | Tucson | AZ | 85702 | 860211777 | 501(c)(3) | $5,000 | $0 | General use | |
| Banner Health Foundation | |||||||||
| 1625 N Campbell Ave | Tucson | AZ | 85719 | 942545356 | 501(c)(3) | $8,044 | $0 | General use | |
| Boys & Girls Clubs of Tucson | |||||||||
| PO Box 40217 | Tucson | AZ | 857170217 | 860172257 | 501(c)(3) | $16,523 | $0 | General use | |
| Casa de los Ninos | |||||||||
| 1120 N 5th Avenue | Tucson | AZ | 85705 | 860314595 | 501(c)(3) | $1,235,856 | $0 | General use | |
| Catholic Community Services - Tucson | |||||||||
| 140 W Speedway 230 | Tucson | AZ | 85705 | 860100880 | 501(c)(3) | $119,096 | $0 | General use | |
| Catlow 1927 Foundation | |||||||||
| 116 W Main St | Barrington | IL | 60010 | 932436832 | 501(c)(3) | $20,000 | $0 | General use | |
| Child & Family Resources | |||||||||
| 2800 E Broadway Boulevard | Tucson | AZ | 85716 | 860251984 | 501(c)(3) | $692,690 | $0 | General use | |
| Child Parent Centers | |||||||||
| 602 E 22nd Street | Tucson | AZ | 85713 | 860204557 | 501(c)(3) | $65,759 | $0 | General use | |
| Center for Recruitment & Retention Math Teachers U of A | |||||||||
| 617 N Santa Rita Ave | Tucson | AZ | 857210089 | 742652689 | State of Arizona | $136,827 | $0 | General use | |
| Community Food Bank of Southern Arizona | |||||||||
| 3003 S Country Club Road | Tucson | AZ | 85713 | 510192519 | 501(c)(3) | $38,627 | $0 | General use | |
| Early Childhood Development Group (ECDG) | |||||||||
| 3472 E Ft Lowell Road | Tucson | AZ | 85716 | 262633177 | 501(c)(3) | $7,500 | $0 | General use | |
| Easter Seals Blake Foundation | |||||||||
| 7750 E Broadway Boulevard Ste A200 | Tucson | AZ | 85710 | 860093224 | 501(c)(3) | $1,176,703 | $0 | General use | |
| Educational Enrichment Foundation | |||||||||
| 5049 E Broadway Boulevard Ste 107 | Tucson | AZ | 85711 | 742354578 | 501(c)(3) | $17,500 | $0 | General use | |
| Emerge Center Against Domestic Abuse | |||||||||
| 2545 E Adams Street | Tucson | AZ | 85716 | 860312162 | 501(c)(3) | $7,274 | $0 | General use | |
| Family Housing Resources | |||||||||
| 3505 N Campbell Avenue Suite 501 | Tucson | AZ | 85719 | 860750139 | 501(c)(3) | $102,950 | $0 | General use | |
| Flowing Wells Unified School District | |||||||||
| 1556 W Prince Road | Tucson | AZ | 85705 | 866003684 | Public School | $40,014 | $0 | General use | |
| Franciscan Friars of Atonement | |||||||||
| 40 Franciscan Way | Garrison | NY | 10524 | 141344809 | 501(c)(3) | $5,000 | $0 | General use | |
| Friends of Pima Animal Care Center | |||||||||
| PO Box 85370 | Tucson | AZ | 85745 | 474160770 | 501(c)(3) | $9,307 | $0 | General use | |
| Goodwill Industries - Tucson | |||||||||
| 1940 E Silverlake 405 | Tucson | AZ | 85713 | 860223401 | 501(c)(3) | $225,077 | $0 | General use | |
| Gospel Rescue Mission of Tucson | |||||||||
| PO Box 28813 | Tucson | AZ | 85726 | 866054088 | 501(c)(3) | $13,218 | $0 | General use | |
| Green Valley Assistance Services | |||||||||
| 3950 S Camino Del Heroe | Green Valley | AZ | 856145700 | 942783969 | 501(c)(3) | $43,966 | $0 | General use | |
| Habitat for Humanity Tucson | |||||||||
| 3501 N Mountain Avenue | Tucson | AZ | 85719 | 942725100 | 501(c)(3) | $7,250 | $0 | General use | |
| Hermitage No-Kill Cat Shelter | |||||||||
| PO Box 13508 | Tucson | AZ | 85732 | 860213263 | 501(c)(3) | $5,033 | $0 | General use | |
| Hesston College | |||||||||
| P O Box 3000 | Hesston | KS | 67062 | 480548361 | 501(c)(3) | $15,000 | $0 | General use | |
| Humane Society of Southern Arizona | |||||||||
| 635 W Roger Rd | Tucson | AZ | 85705 | 860112798 | 501(c)(3) | $7,307 | $0 | General use | |
| Integrative Touch for Kids | |||||||||
| 7493 N Oracle Rd Ste 123 | Tucson | AZ | 85704 | 743145036 | 501(c)(3) | $10,724 | $0 | General use | |
| Interfaith Community Services | |||||||||
| 2820 W Ina Road | Tucson | AZ | 857412502 | 860520997 | 501(c)(3) | $22,306 | $0 | General use | |
| International Sonoran Desert Alliance | |||||||||
| PO Box 687 | Ajo | AZ | 85321 | 860778917 | 501(c)(3) | $37,143 | $0 | General use | |
| JobPath | |||||||||
| 616 N Country Club Road Ste 110 | Tucson | AZ | 85716 | 651190309 | 501(c)(3) | $5,500 | $0 | General use | |
| La Posada at Park Centre Inc | |||||||||
| 780 S Park Centre Avenue | Green Valley | AZ | 85705 | 860828160 | 501(c)(3) | $13,000 | $0 | General use | |
| Literacy Connects | |||||||||
| 200 E Yavapai Road | Tucson | AZ | 85705 | 237047508 | 501(c)(3) | $146,178 | $0 | General use | |
| Lutheran Social Services of the Southwest | |||||||||
| 3364 E Grant Road | Tucson | AZ | 857412502 | 860252302 | 501(c)(3) | $15,000 | $0 | General use | |
| Make Way for Books | |||||||||
| 700 N Stone Avenue | Tucson | AZ | 85321 | 311583036 | 501(c)(3) | $206,091 | $0 | General use | |
| Montage Health Foundation | |||||||||
| 40 Ryan Court Ste 200 | Monterey | CA | 93940 | 942789696 | 501(c)(3) | $5,000 | $0 | General use | |
| Nogales Community Development | |||||||||
| PO Box 421 | Nogales | AZ | 85621 | 860878561 | 501(c)(3) | $13,471 | $0 | General use | |
| Office of the Pima County School Superintendent | |||||||||
| 200 N Stone Avenue | Tucson | AZ | 85701 | 866000545 | Pima County | $46,401 | $0 | General use | |
| Our Family Services | |||||||||
| 2590 N Alvernon Way | Tucson | AZ | 85712 | 942598560 | 501(c)(3) | $77,599 | $0 | General use | |
| Parent Aid Child Abuse Prevention Center | |||||||||
| 2580 E 22nd Street | Tucson | AZ | 85713 | 742591577 | 501(c)(3) | $82,727 | $0 | General use | |
| Pasadena Humane | |||||||||
| 361 S Raymond Ave | Pasadena | CA | 91105 | 951643344 | 501(c)(3) | $17,000 | $0 | General use | |
| Pima Community College Foundation | |||||||||
| 4905C East Broadway Blvd 246 | Tucson | AZ | 85709 | 860345089 | 501(c)(3) | $16,250 | $0 | General use | |
| Pima Council on Aging | |||||||||
| 8467 E Broadway Boulevard | Tucson | AZ | 85710 | 860251768 | 501(c)(3) | $103,110 | $0 | General use | |
| Pima County Animal Care Center | |||||||||
| 4000 N Silverbell Road | Tucson | AZ | 85745 | 866000543 | Pima County | $6,931 | $0 | General use | |
| Pio Decimo Center | |||||||||
| 848 South 7th Avenue | Tucson | AZ | 85701 | 530196617 | 501(c)(3) | $66,284 | $0 | General use | |
| Planned Parenthood Southern Arizona | |||||||||
| 4751 N 15th Street | Phoenix | AZ | 850143707 | 860146520 | 501(c)(3) | $12,913 | $0 | General use | |
| Prescott College Center for Nature & Place | |||||||||
| 220 Grove Avenue | Prescott | AZ | 86301 | 860294012 | 501(c)(3) | $31,065 | $0 | General use | |
| Primavera Foundation Inc | |||||||||
| 151 W 40th Street | Tucson | AZ | 85713 | 860733182 | 501(c)(3) | $60,858 | $0 | General use | |
| Reid Park Zoological Society | |||||||||
| 1030 S Randolph Way | Tucson | AZ | 85716 | 942379052 | 501(c)(3) | $20,448 | $0 | General use | |
| Sahuarita Food Bank | |||||||||
| 17750 S La Canada Drive | Sahuarita | AZ | 85629 | 471654162 | 501(c)(3) | $108,881 | $0 | General use | |
| Salpointe Catholic Education Foundation | |||||||||
| 1545 E Copper St | Tucson | AZ | 857193199 | 742382300 | 501(c)(3) | $5,000 | $0 | General use | |
| San Miguel High School | |||||||||
| 6601 S San Fernando Road | Tucson | AZ | 85756 | 770649648 | Public School | $14,380 | $0 | General use | |
| Southern Arizona Adaptive Sports | |||||||||
| 2610 E Croyden St | Tucson | AZ | 85716 | 821289116 | 501(c)(3) | $5,000 | $0 | General use | |
| Southern Arizona Association for the Education of Young Children | |||||||||
| PO BOX 68475 | Oro Valley | AZ | 85737 | 237095345 | 501(c)(3) | $94,206 | $0 | General use | |
| Spread The Faith Inc | |||||||||
| 2301 Westway Cir | Austin | TX | 78704 | 871233404 | 501(c)(3) | $5,000 | $0 | General use | |
| Step Up to Justice | |||||||||
| 320 N Commerce Park Loop Suite 100 | Tucson | AZ | 85745 | 813776452 | 501(c)(3) | $25,000 | $0 | General use | |
| Sunnyside Unified School District | |||||||||
| 2238 E Ginter Road | Tucson | AZ | 85706 | 860459085 | Public School | $648,037 | $0 | General use | |
| Tucson Medical Center Foundation | |||||||||
| 5301 E Grant Rd | Tucson | AZ | 85712 | 860504015 | 501(c)(3) | $19,312 | $0 | General use | |
| Tucson Community Tennis Program | |||||||||
| PO Box 65916 | Tucson | AZ | 857285916 | 860824137 | 501(c)(3) | $30,250 | $0 | General use | |
| Tucson Conquistadores Foundation | |||||||||
| 3320 N Campbell Ave Ste 200 | Tucson | AZ | 85719 | 201940513 | 501(c)(3) | $5,000 | $0 | General use | |
| Tucson Festival of Books | |||||||||
| PO Box 42466 | Tucson | AZ | 85733 | 262145432 | 501(c)(3) | $5,500 | $0 | General use | |
| Tucson Mountain Baptist Church | |||||||||
| 5757 West Ajo Way | Tucson | AZ | 85735 | 860564690 | 501(c)(3) | $5,237 | $0 | General use | |
| Tucson Museum of Art | |||||||||
| 140 N Main Avenue | Tucson | AZ | 85701 | 866006371 | 501(c)(3) | $8,900 | $0 | General use | |
| Tucson Symphony Society | |||||||||
| 2175 N 6th Avenue | Tucson | AZ | 85705 | 860107538 | 501(c)(3) | $5,000 | $0 | General use | |
| University of Arizona Foundation | |||||||||
| 1111 N Cherry Ave | Tucson | AZ | 85721 | 866050388 | 501(c)(3) | $201,398 | $0 | General use | |
| University of Arizona Foundation - Cooperative Extension | |||||||||
| PO Box 210109 | Tucson | AZ | 85721 | 866050388 | 501(c)(3) | $100,122 | $0 | General use | |
| University of Arizona Foundation - TREC | |||||||||
| PO Box 210109 | Tucson | AZ | 85721 | 866050388 | 501(c)(3) | $65,494 | $0 | General use | |
| University of San Francisco | |||||||||
| 2130 Fulton St | San Francisco | CA | 94117 | 941156628 | 501(c)(3) | $5,000 | $0 | General use | |
| US Province of the Religious of Jesus and Mary Inc | |||||||||
| 821 Varnum St NE Ste 225 | Washington | DC | 20017 | 261973277 | 501(c)(3) | $11,000 | $0 | General use | |
| Vail Unified School District | |||||||||
| PO Box 800 13801 East Benson | Vail | AZ | 85641 | 861004321 | Public School | $32,549 | $0 | General use | Highway |
| Veritas Academy of Tucson | |||||||||
| 2151 N Palo Verde Blvd | Tucson | AZ | 85716 | 262546349 | 501(c)(3) | $6,808 | $0 | General use | |
| Women in Need Initiative | |||||||||
| 115 W 31st St | New York | NY | 10001 | 133164477 | 501(c)(3) | $5,000 | $0 | General use | |
| World Central Kitchen Inc | |||||||||
| PO Box 96538 | Washington | DC | 20090 | 273521132 | 501(c)(3) | $5,075 | $0 | General use | |
| YMCA of Southern Arizona (Lohse Family YMCA) | |||||||||
| 60 W Alameda | Tucson | AZ | 85701 | 860101237 | 501(c)(3) | $21,075 | $0 | General use | |
| Youth On Their Own | |||||||||
| 1660 N Alvernon Way | Tucson | AZ | 85712 | 860644388 | 501(c)(3) | $15,679 | $0 | General use | |
| YWCA of Southern Arizona | |||||||||
| 525 N Bonita Avenue | Tucson | AZ | 85745 | 860098937 | 501(c)(3) | $43,671 | $0 | General use | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 76 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Each funded project reports service and financial information on-line. Project specialists monitor reports on a quarterly basis, 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Tony Penn | ||||||||||||||
| President and CEO | $318,147 | $0 | $73,886 | $0 | $0 | $0 | $8,675 | $0 | $10,361 | $0 | $411,069 | $0 | $0 | $0 |
| Allison Titcomb | ||||||||||||||
| Senior VP & Chief Impact Officer | $153,471 | $0 | $15,000 | $0 | $0 | $0 | $5,173 | $0 | $8,767 | $0 | $182,411 | $0 | $0 | $0 |
| Arika Wells | ||||||||||||||
| Executive Vice President & COO | $144,108 | $0 | $15,000 | $0 | $0 | $0 | $5,153 | $0 | $9,365 | $0 | $173,626 | $0 | $0 | $0 |
| Melissa D'Auria | ||||||||||||||
| Vice President & CAF | $133,808 | $0 | $15,000 | $0 | $0 | $0 | $1,325 | $0 | $10,085 | $0 | $160,218 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 7 | FormAndLineReferenceDesc |
| Explanation | The President/CEO of UWTSA is entitled to receive performance based incentive compensation in an amount not to exceed 25% of the annualized base salary per year contingent upon the accomplishment of measurable performance standards to be established by mutual agreement between the President/CEO and the Board of UWTSA. The Senior Vice-Presidents, COO, CIO, CAO, and CFO are entitled to receive performance based incentive compensation based on the accomplishment of measurable performance standards as established by the President/CEO. | 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 | $2,875 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $131,382 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (5 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Food and Beverages | 541 | $15,654 | FMV |
| Yes (X) | Event Tickets | 170 | $6,120 | FMV |
| Yes (X) | Software | 2 | $5,184 | FMV |
| Yes (X) | First Aid Kits | 160 | $1,598 | FMV |
| Yes (X) | Promotional/Fundraising | 1 | $1,500 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part I, Line 6, Volunteers: | United Way of Tucson and Southern Arizona (UWTSA) engages with more than 4,000 volunteers annually who are a tremendous asset to the organization in furthering its mission. Volunteers are a key factor to the success of the organization. UWTSA relies on the leadership, expertise, and guidance of key volunteers to approve budgets and distributions to the community. UWTSA utilizes the investment and support of volunteers in many different capacities including board and committee service, campaign, public policy, endowment, community impact, and events. |
| Form 990, Part VI, Section B, line 11b | After the audit committee has reviewed and approved the draft 990, it is provided to each member of the board for their review prior to filing the return. |
| Form 990, Part VI, Section B, line 12c | The conflict of interest policy covers directors, officers, and employees. Each director, principal officer, and member of a committee with board delegated powers annually sign a statement which affirms that the covered person received the policy, understands the policy, and agrees to comply with the policy. A covered individual may have financial interest idirectly or indirectrly through business, investment, or family. The interested person must disclose the existance of the financial interest and disclose the material facts. The audit committee is responsible for monitoring compliance with the conflict of interest policy and reporting to the board of directors. Periodic reviews ensure that UWTSA operates in a manner consistent with its charitable purposes. The periodic reviews include whether compensation arrangements and benefits are reasonable and are the result of arms-length bargaining, whether thid-party transactions result in inurement or impermissible private benefit, and whether partnerships and joint ventures conform to written policies, are properly recorded, reflect reasonable payments for goods and services, further UWTSA's charitable purposes and do not result in inurement or impermissible private benefit. Aftger disclosure, the board members shall decide if a conflict of interest exists. The unconflicted members will determine if entering into the transaction is in the best interest of the organization. Annually, each covered person shall be provided a copy of the conflict of interst policy and shall complete a disclosure form identifying any relationships, positions or circumstances that could contribute to a conflict of interest. |
| Form 990, Part VI, Section B, line 15a | The Executive Committee reviewed prior compensation market analyses and current performance results. The Executive Committee then presented its compensation recommendation for the President/CEO to the Board of Directors. Compensation is formalized in an employment agreement with the President/CEO. The last agreement was executed July 1, 2022. |
| Form 990, Part VI, Section C, line 19 | Form 990, audit reports, and other documents are posted on our website. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Way Capital Corporation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 N Commerce Park Loop 200 | AddressLine1Txt |
| City | Tucson | CityNm |
| State Abbreviation | AZ | StateAbbreviationCd |
| ZIP | 85745 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 860984771 | EIN |
| Primary Activities | Lease facilities to nonprofits at below market rates | PrimaryActivitiesTxt |
| Legal Domicile State | AZ | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 12a, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | United Way of Tucson and Southern Arizona Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | 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 (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| United Way Capital Corporation | ||
| C | $200,000 | Cash received |
| United Way Capital Corporation | ||
| E | $33,667 | Balance at year-end |
| United Way Capital Corporation | ||
| K | $244,192 | Cash paid |
| United Way Capital Corporation | ||
| K | $334,863 | FMV in excess of cash paid |
| United Way Capital Corporation | ||
| O | $563,905 | Compensation paid by UWTSA |