FURP.ORG / PUBLIC DATA EXPLORER

UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC (EIN 86-0098932)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-03
IRS object ID
201101239349300320
Schema version
2009v1.7
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-03T10:11:28-07:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1DeVries CPAs of Arizona PCBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line14349 East Fifth StreetAddressLine1
CityTucsonCity
StateAZState
ZIP Code857112025ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN860098932EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1United Way of Tucson and SouthernBusinessNameLine1
Business Name Line2Arizona IncBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlUNITNameControl
Phone5209039000Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1P O Box 86750AddressLine1
CityTucsonCity
StateAZState
ZIP Code85754ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameChristine McNamaraName
TitleTreasurerTitle
Date Signed2011-05-02DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
NameMike DeVriesName
Phone5202986200Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonRonald SableNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1PO Box 86750AddressLine1
CityTucsonCity
StateAZState
ZIP Code857546750ZIPCode
FieldValueIRS element (for citing)
Gross Receipts22629228GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
All Affiliates IncludedfalseAllAffiliatesIncluded
Organization501cXOrganization501c
Web Sitewww.unitedwaytucson.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1942YearFormation
State Legal DomicileAZStateLegalDomicile
Activity Or Mission DescriptionUnited 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 Body30NbrVotingMembersGoverningBody
Nbr Independent Voting Members30NbrIndependentVotingMembers
Total Nbr Employees104TotalNbrEmployees
Total Nbr Volunteers3250TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Contributions Grants Prior Year11399788ContributionsGrantsPriorYear
Contributions Grants Current Year19234702ContributionsGrantsCurrentYear
Program Service Revenue Prior Year662979ProgramServiceRevenuePriorYear
Program Service Revenue CY532431ProgramServiceRevenueCY
Investment Income Prior Year-321385InvestmentIncomePriorYear
Investment Income Current Year357681InvestmentIncomeCurrentYear
Other Revenue Prior Year40OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year11741422TotalRevenuePriorYear
Total Revenue Current Year20124814TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year9315110GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY15236102GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year3109039SalariesEtcPriorYear
Salaries Etc Current Year3122280SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year1211130TotalFundrsngExpCurrentYear
Other Expense Prior Year2175037OtherExpensePriorYear
Other Expenses Current Year2221287OtherExpensesCurrentYear
Total Expenses Prior Year14599186TotalExpensesPriorYear
Total Expenses Current Year20579669TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-2857764RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-454855RevenuesLessExpensesCY
Total Assets BOY10693909TotalAssetsBOY
Total Assets EOY8059382TotalAssetsEOY
Total Liabilities BOY6267841TotalLiabilitiesBOY
Total Liabilities EOY4214322TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY4426068NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY3845060NetAssetsOrFundBalancesEOY
Mission DescriptionUnited 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 ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense14335230Expense
Grants6853732Grants
Revenue532431Revenue
DescriptionUnited 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 2009-2010 results include: 52,984 families received age-appropriate books and learned tips for reading to their child4,350 children benefit from high quality care in child care centers and family child care homes6,652 youth participated in quality, after-school programs1,250 families receive guidance for raising and nurturing their child either in the home or at community-based settings1,227 individuals learn new developmentally appropriate early childhood education and systems building skills7,781 low-income working families that used no-fee tax preparation services at VITA sites to receive all appropriate tax credits and refunds163 households establish or build savings559 households gain and/or sustain housing484 seniors become more active and independent through volunteering2,855 caregivers are better able to serve their senior care recipients because of comprehensive training and support1,385 children and youth participate in activities to improve their nutrition and fitnessDescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense3963127Expense
Grants3963127Grants
DescriptionAllocations - 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
FieldValueIRS element (for citing)
Total Program Service Expense18298357TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundstrueDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArtfalseCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Balance Sheet Amounts ReportedtrueBalanceSheetAmountsReported
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationstrueGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondsfalseTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With1096243NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees104NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncomefalseUnrelatedBusinessIncome
Form990-T FiledfalseForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Form8886 T FiledfalseForm8886TFiled
Non Deductible ContributionsfalseNonDeductibleContributions
Non Deductible DisclosurefalseNonDeductibleDisclosure
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Number Of8282 Filed0NumberOf8282Filed
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Form8899 FiledfalseForm8899Filed
Form1098 C FiledfalseForm1098CFiled
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Filed Lieu1041falseFiledLieu1041
Nbr Voting Governing Body Members30NbrVotingGoverningBodyMembers
Number Independent Voting Members30NumberIndependentVotingMembers
Family Or Business RelationshiptrueFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Policies Reference ChaptersfalsePoliciesReferenceChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
Written Policy Or ProcedurefalseWrittenPolicyOrProcedure
States Where Copy Of Return Is FiledAZStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonThe organizationNamePerson
Telephone Number5209039000TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1300 N Commerce Park Loop Ste 200AddressLine1
CityTucsonCity
StateAZState
ZIP Code85745ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (31 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployee
W Mark Clark
Member at Large1.00X000
Steven Banzhaf
Secretary4.00X000X
Rosalva Bullock
Comm Dev Co Chr1.00X000
Ronald Sable
Chair4.00X000X
Richard Johnson
Member at Large1.00X000
Randy McDonald
Member at Large1.00X000
Paul Bonavia
Member at Large1.00X000
Patricia Raskob
Member at Large1.00X000
Norman Rebenstorf Jr
Member at Large1.00X000
Neal Eckel
Member at Large1.00X000
Mike Jameson
Resource Dev Ch1.00X000
Lou Albert
Member at Large1.00X000
Linda Hatfield
Member at Large1.00X000
Larry Finuf
Chair Elect4.00X000X
Ken Day
Member at Large1.00X000
Joe Coyle
Member at Large1.00X000
Jim Holmberg
Member at Large1.00X000
Jean Tkachyk
Member at Large1.00X000
Evan Mendelson
Educ IC Chair1.00X000
Edmund Parker
President/CEO40.00260004030845X
Dennis Elias
Member at Large1.00X000
Debe Campos-Fleenor
Member at Large1.00X000
David Jones
Member at Large1.00X000
Dan Vance
Member at Large1.00X000
Clarence Boykins
Member at Large1.00X000
Christine McNamara
Treasurer4.00X000X
Charles Monroe
Member at Large1.00X000
Bennett Burke
Comm Dev Co Chr1.00X000
Alexandra Master-Judge
Member at Large1.00X000
Adam Weinstein
Member at Large1.00X000
Adaline Klemmedson
Member at Large1.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org260004TotalReportableCompFromOrg
Total Other Compensation30845TotalOtherCompensation
Number Individuals GT100 K1NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Government Grants10250488GovernmentGrants
All Other Contributions8984214AllOtherContributions
Noncash Contributions36562NoncashContributions
Total Contributions19234702TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Service fee income267499267499
Program fees264932264932
FieldValueIRS element (for citing)
Total Program Service Revenue532431TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column74520TotalRevenueColumn
Exclusion$74,520ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities2766575Securities
Other21000Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities2488589Securities
Other15825Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities277986Securities
Other5175Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column283161TotalRevenueColumn
Exclusion$283,161ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Total Other Revenue0TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column20124814TotalRevenueColumn
Related Or Exempt Function Income532431RelatedOrExemptFunctionIncome
Exclusion$357,681ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total10816859Total
Program Services10816859ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total4419243Total
Program Services4419243ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total290849Total
Program Services151940ProgramServices
Management And General61631ManagementAndGeneral
Fundraising77278Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total2316295Total
Program Services1210033ProgramServices
Management And General490822ManagementAndGeneral
Fundraising615440Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total112477Total
Program Services58758ProgramServices
Management And General23834ManagementAndGeneral
Fundraising29885Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total186116Total
Program Services97226ProgramServices
Management And General39438ManagementAndGeneral
Fundraising49452Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total216543Total
Program Services113122ProgramServices
Management And General45885ManagementAndGeneral
Fundraising57536Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total0Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total0Total

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total588474Total
Program Services372865ProgramServices
Management And General191969ManagementAndGeneral
Fundraising23640Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total65540Total
Program Services32348ProgramServices
Management And General17343ManagementAndGeneral
Fundraising15849Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total70495Total
Program Services48840ProgramServices
Management And General8906ManagementAndGeneral
Fundraising12749Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total0Total

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total336949Total
Program Services284967ProgramServices
Management And General26112ManagementAndGeneral
Fundraising25870Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total67869Total
Program Services42210ProgramServices
Management And General9549ManagementAndGeneral
Fundraising16110Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total50420Total
Program Services40124ProgramServices
Management And General2679ManagementAndGeneral
Fundraising7617Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total21692Total
Program Services15439ProgramServices
Management And General5504ManagementAndGeneral
Fundraising749Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total82166Total
Management And General82166ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total15862Total
Program Services8559ProgramServices
Management And General3240ManagementAndGeneral
Fundraising4063Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total14893Total
Program Services6613ProgramServices
Management And General4917ManagementAndGeneral
Fundraising3363Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Temporary services163220102213423056777
Technical/direct assistance207742207742
Printing and Publications1579861262491008521652
Event and promotional supplies13018739586442186180
Equipment expenses85218596321464310943

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total162574Total
Program Services43789ProgramServices
Management And General22808ManagementAndGeneral
Fundraising95977Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total20579669Total
Program Services18298357ProgramServices
Management And General1070182ManagementAndGeneral
Fundraising1211130Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY19262BOY
EOY1990251EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY2953355BOY
EOY1040083EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY3209141BOY
EOY2823385EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY85105BOY
EOY108773EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY400000BOY
EOY200000EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY12688BOY
EOY8353EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis677612LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec673510LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY35789BOY
EOY4102EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY2661678BOY
EOY1585349EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY1246050BOY
EOY230873EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY70841BOY
EOY68213EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY10693909BOY
EOY8059382EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY1057108BOY
EOY535804EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY1008424BOY
EOY989577EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY1511504BOY
EOY643879EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
EOY250000EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY2690805BOY
EOY1795062EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY6267841BOY
EOY4214322EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY2277088BOY
EOY-414690EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY574505BOY
EOY2684123EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1574475BOY
EOY1575627EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY4426068BOY
EOY3845060EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY10693909BOY
EOY8059382EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years14146226CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years11351336CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years12013064CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year11399788CurrentTaxYearMinus1Year
Current Tax Year18682260CurrentTaxYear
Total67592674Total

Tax Rev Levied For Org Benefit170 TaxRevLeviedForOrgBenefit170

FieldValueIRS element (for citing)
Total0Total

Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt

FieldValueIRS element (for citing)
Total0Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years14146226CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years11351336CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years12013064CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year11399788CurrentTaxYearMinus1Year
Current Tax Year18682260CurrentTaxYear
Total67592674Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total697134AmountsSubstContributorsTotal
Public Support Total17066895540PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years226958CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years344651CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years296788CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year207688CurrentTaxYearMinus1Year
Current Tax Year74520CurrentTaxYear
Total1150605Total

Net UBI NetUBI

FieldValueIRS element (for citing)
Total0Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Total0Total
FieldValueIRS element (for citing)
Total Support68743279TotalSupport
Gross Receipts From Admissions Etc2719477GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.97310PublicSupportPertcentage170
Public Support Pertcent Prior Year0.96520PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Form4720 Filed4955 TaxfalseForm4720Filed4955Tax
Correction MadefalseCorrectionMade

Total Grassroots Lobbying TotalGrassrootsLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals30000FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals30000FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals19997227FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals20027227FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals1000000FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals250000FilingOrganizationsTotals
FieldValueIRS element (for citing)
Form4720 FiledfalseForm4720Filed

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus3771678CurrentYearMinus3
Current Year Minus2867258CurrentYearMinus2
Current Year Minus1899521CurrentYearMinus1
Current Year1000000CurrentYear
Total3538457Total
FieldValueIRS element (for citing)
Lobbying Ceiling$5,307,686LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

FieldValueIRS element (for citing)
Current Year Minus325417CurrentYearMinus3
Current Year Minus230000CurrentYearMinus2
Current Year Minus130000CurrentYearMinus1
Current Year30000CurrentYear
Total115417Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus3192920CurrentYearMinus3
Current Year Minus2216815CurrentYearMinus2
Current Year Minus1224880CurrentYearMinus1
Current Year250000CurrentYear
Total884615Total
FieldValueIRS element (for citing)
Grassroots Ceiling$1,326,923GrassrootsCeilingAmount

Grassroots Lobbying Expenditures GrassrootsLobbyingExpenditures

FieldValueIRS element (for citing)
Current Year30000CurrentYear
Total30000Total

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held130NumberDAFsHeld
Donor Advised Contributions1446939DonorAdvisedContributions
Grants Paid From Donor Funds2695327GrantsPaidFromDonorFunds
Aggregate DAF Value1597045AggregateDAFValue
Disclosed Orgs Legal ControltrueDisclosedOrgsLegalControl
Disclosed For Charitable PurposestrueDisclosedForCharitablePurposes

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance1534169BeginningOfYearBalance
Contributions1152Contributions
Investment Earnings Or Losses119671InvestmentEarningsOrLosses
Administrative Expenses12352AdministrativeExpenses
End Of Year Balance1642640EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance1663752BeginningOfYearBalance
Contributions36172Contributions
Investment Earnings Or Losses-165575InvestmentEarningsOrLosses
Administrative Expenses180AdministrativeExpenses
End Of Year Balance1534169EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.04100BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.95900PermanentEndowmentEOYBalance
Endowments Held By Unrelated OrgsfalseEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs
Are Related Orgs Listed Schedule RfalseAreRelatedOrgsListedScheduleR

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis682OtherCostOrOtherBasis
Depreciation626Depreciation
Book Value56BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis338192OtherCostOrOtherBasis
Depreciation336812Depreciation
Book Value1380BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis338738OtherCostOrOtherBasis
Depreciation336072Depreciation
Book Value2666BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings4102TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionPrivate equityDescription
Book Value5873BookValue
Method Of ValuationFMethodOfValuation

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
Custodial liabilities$1,624,672
Annuity payment obligations$170,390
FieldValueIRS element (for citing)
Total Of Amounts1795062TotalOfAmounts
Total Revenue20124814TotalRevenue
Total Expenses20579669TotalExpenses
Excess Or Deficit For Year-454855ExcessOrDeficitForYear
Net Unrealized GL On Investments37188NetUnrealizedGLOnInvestments
Donated Services And Facilities100908DonatedServicesAndFacilities
Prior Period Adjustments-281345PriorPeriodAdjustments
Other$17,096OtherAmount
Total Adjustments-126153TotalAdjustments
Excess Or Deficit Per FS-581008ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt16647994TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments37188NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities254338DonatedSrvcAndUseOfFacilities
Other Revenues-3215904OtherRevenues
Revenue Not Rptd F990-2924378RevenueNotRptdF990
Revenue Subtotal19572372RevenueSubtotal
Other Revenues Not Included552442OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt552442RevenueNotRptdOnFinStmt
Total Revenue Per Form99020124814TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt16841993TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities153430DonatedServicesUseOfFacilities
Other Expenses Included-3338664OtherExpensesIncluded
Expenses Not Rptd F990-3185234ExpensesNotRptdF990
Expenses Subtotal20027227ExpensesSubtotal
Other Expenses Not Included552442OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt552442ExpensesNotRptdOnFinStmt
Total Expenses Per Form99020579669TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Part XIII, Line 4bPart XIII, Line 4b: Other revenue amounts included on 990 but not included in F/SThird Party Designated Agency $552442
Part XII, Line 4bPart XII, Line 4b: Other revenue amounts included on 990 but not included in F/SThird Party Designated Agency $552442
Part XI, Line 8Part XI, Line 8: Other Changes in Net Assets or Fund BalancesDonor Designations Disbursed $3963127 Donor Designations Received $ -3946031
Part V, Line 4Part 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

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Recipient Table RecipientTable

Recipient Name Business RecipientNameBusiness

FieldValueIRS element (for citing)
Business Name Line1See Schedule AttachedBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO Box 86750AddressLine1
CityTucsonCity
StateAZState
ZIP Code85754ZIPCode
FieldValueIRS element (for citing)
Amount Of Cash Grant8669244AmountOfCashGrant
Amount Of Non Cash Assistance0AmountOfNonCashAssistance
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants0TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations1TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
Scholarship assistance41350
Emergency assistance7425740
Early childhood scholarship assistance77694392153

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierGrantmaker's Description of How Grants are UsedIdentifier
ExplanationEach 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 purposesExplanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymenttrueSeverancePayment
Supplemental Nonqual Retire PlantrueSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException
Rebuttable Presumption ProcedurefalseRebuttablePresumptionProcedure

Form990 Schedule J Part II Form990ScheduleJPartII

FieldValueIRS element (for citing)
Name PersonEdmund ParkerNamePerson
Base Compensation Filing Org260004BaseCompensationFilingOrg
Deferred Comp Filing Org20455DeferredCompFilingOrg
Nontaxable Benefits Filing Org10390NontaxableBenefitsFilingOrg
Total Compensation Filing Org290849TotalCompensationFilingOrg
Comp Report Prior990 Filing Org239373CompReportPrior990FilingOrg

Schedule M IRS990ScheduleM

Other Non Cash Contributions Table OtherNonCashContributionsTable

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
DescriptionEquip/SuppliesDescription
Number Of Contributions39NumberOfContributions
Noncash Contribs Rptd F99036562NoncashContribsRptdF990
Method Of Determining RevenuesFair Mkt ValueMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedfalseThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Form 990, Part VI, Line 19Form 990, Part VI, Line 19: Other Organization Documents Publicly Available990, audit reports and other documents are posted on our website.
Form 990, Part VI, Line 12cForm 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of ConflictsOficers and Directors are required to disclose potential conflicts annually.
Form 990, Part VI, Line 11Form 990, Part VI, Line 11: Form 990 Review ProcessForm is e-mailed to each board member and reviewed and voted to approve during a board meeting.
Form 990, Part VI, Line 2Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, EtDirector 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

FieldValueIRS element (for citing)
Business Name Line1United Way Capital CorporationBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO Box 86750AddressLine1
CityTucsonCity
StateAZState
ZIP Code857546750ZIPCode
FieldValueIRS element (for citing)
EIN860984771EIN
Primary ActivitiesCharitablePrimaryActivities
Legal Domicile StateAZLegalDomicileState
Exempt Code Section501(c)(3)ExemptCodeSection
Public Charity Status11PublicCharityStatus
Direct Controlling Entity NAN/ADirectControllingEntityNA
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgtrueLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgstrueRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgstruePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (3 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
United Way Capital Corporation
l210120
United Way Capital Corporation
j100908
United Way Capital Corporation
d2733288