2011-11-02T17:23:03-05:00 2011-06-30 ERNST & YOUNG US LLP TWO NORTH CENTRAL AVENUE STE 2300 PHOENIX AZ 85004 990 2010-07-01 860104419 VALLEY OF THE SUN UNITED WAY VALL 6026314800 1515 EAST OSBORN PHOENIX AZ 85014 KATHERINE CECALA 2011-11-02 6023223000 2010 2016-03-07 17:11:31Z MERL WASCHLER 1515 EAST OSBORN ROAD PHOENIX AZ 85014 71656940 false X WWW.VSUW.ORG X 1925 AZ IMPROVING LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY BY FOCUSING ON ENSURING CHILDREN AND YOUTH SUCCEED, INCREASING FINANCIAL STABILITY OF INDIVIDUALS, AND ENDING HUNGER AND HOMELESSNESS. 48 48 130 9908 0 0 72526554 69993209 0 0 721016 1086090 101366 259755 73348936 71339054 62038332 59870628 0 0 6913259 6906360 0 0 4153622 3720401 3410831 72671992 70187819 676944 1151235 47051607 75586504 32416645 28665569 14634962 46920935 X IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. false false 40889018 40889018 0 GRANTS, ALLOCATIONS, AND DISTRIBUTIONS TO HEALTH AND HUMAN SERVICE PROGRAMS AND VSUW COMMUNITY OBJECTIVES. SEE SCHEDULE O FOR FURTHER DETAIL. 18981610 18981610 DESIGNATIONS TO VARIOUS COMMUNITY NON-PROFIT ORGANIZATIONS. SEE SCHEDULE O FOR FURTHER DETAIL. 3665987 PROGRAM ACTIVITIES SUPPORTING COMMUNITY INITIATIVES. SEE SCHEDULE O FOR FURTHER DETAIL. 63536615 true true false true false true false false false true true false false false false true true false false false false false false false false false false true true true false false false false false false false false true false false false false true true true false false true 810 0 true 130 true false false false false false false false false false false false false false X 48 48 true false true false false false false true true false false true true true true true true true true false AZ X X KATHERINE CECALA 6026314800 1515 EAST OSBORN ROAD PHOENIX AZ 85014 X DOUGLAS PARKER 4.0 X X 0 0 0 MICHAEL BIELECKI 4.0 X X 0 0 0 TOD SMITH 4.0 X X 0 0 0 BETTINA NAVA 2.0 X 0 0 0 CARL LANDRUM 2.0 X 0 0 0 CARLOS GONZALES 2.0 X 0 0 0 DAVE HALL 2.0 X 0 0 0 DAVID SMITH 2.0 X 0 0 0 DEANNA SALAZAR 2.0 X 0 0 0 DERRICK HALL 2.0 X 0 0 0 DIANE COSTANTINO 2.0 X 0 0 0 DONALD SMITH JR CPCU 2.0 X 0 0 0 DOUG DAVIS 2.0 X 0 0 0 ED OXFORD 2.0 X 0 0 0 EDWARD SMITH 2.0 X 0 0 0 EILEEN WARD 2.0 X 0 0 0 GONZALO DE LA MELENA 2.0 X 0 0 0 HOPE LEVIN 2.0 X 0 0 0 JANICE TODD 2.0 X 0 0 0 JEFF ENGLAND 2.0 X 0 0 0 JEFF KUNKEL 2.0 X 0 0 0 JIM CAMPBELL 2.0 X 0 0 0 JOHNNY BASHA 2.0 X 0 0 0 JON HELD 2.0 X 0 0 0 JUANITA NITA FRANCIS 2.0 X 0 0 0 KATHLEEN QUIRK 2.0 X 0 0 0 KATHY HANCOCK 2.0 X 0 0 0 KENT SCRIBNER 2.0 X 0 0 0 KEVIN MORAN 2.0 X 0 0 0 MARGIE EMMERMANN 2.0 X 0 0 0 MARY ALEXANDER 2.0 X 0 0 0 MERNOY HARRISON 2.0 X 0 0 0 MICHAEL BENDER 2.0 X 0 0 0 MIKE TULLY 2.0 X 0 0 0 PAMELA CONBOY 2.0 X 0 0 0 PETE GORRAIZ 2.0 X 0 0 0 PHIL FRANCIS 2.0 X 0 0 0 REED MITTELSTAEDT 2.0 X 0 0 0 RICK KUHLE 2.0 X 0 0 0 RUFUS GLASPER PHD 2.0 X 0 0 0 STEVE MOAK 2.0 X 0 0 0 STEVE WHEELER 2.0 X 0 0 0 SUSAN FRANK 2.0 X 0 0 0 THOMAS FRANZ 2.0 X 0 0 0 VICTOR FLORES 2.0 X 0 0 0 VINCE ROIG 2.0 X 0 0 0 WARREN WHITNEY 2.0 X 0 0 0 WILLIAM BILL PEPICELLOPHD 2.0 X 0 0 0 MERL WASCHLER 60.0 X 297512 0 60113 KATHERINE CECALA 60.0 X 197081 0 32181 JOHN HOGG 60.0 X 138114 0 24928 TERI HAUSER 50.0 X 100410 0 19947 BRIAN SPICKER 60.0 X 178079 0 28725 KEN BROOKS 50.0 X 115672 0 14123 NANCY DEAN 60.0 X 156011 0 27603 1182879 0 207620 7 false true false CHARLES SCHWAB TRUST COMPANY 4722 N 24TH ST STE 120 PHOENIX AZ 85016 EMPLOYEE PENSIONS 424270 OFF MADISON AVE 80 E RIO SALADO PARKWAY STE 711 TEMPE AZ 85281 MARKETING SERVICES 292023 MOUNTAIN STATES ADMINISTRATIVE SERV 7202 E ROSEWOOD 200 TUCSON AZ 85710 HEALTH INSURANCE 284454 AMERICAN EXPRESS COMPANY BOX 0001 LOS ANGELES CA 900960001 CREDIT CARD SERVICES 279452 SCHOLASTIC INC PO BOX 3720 JEFFERSON CITY MO 651023720 PROGRAM SERVICES 244500 5 2431855 20046109 47515245 2429706 69993209 0 999676 999676 0 0 404300 317886 86414 86414 86414 0 0 0 MISCELLANEOUS REVENUE 900099 259755 259755 259755 71339054 259755 1086090 58806828 58806828 1063800 1063800 0 0 0 0 494594 183401 162830 148363 0 0 0 0 4544313 1599491 1007041 1937781 508950 181782 118619 208549 960937 346411 223635 390891 397566 141657 92188 163721 0 0 0 0 789 211 316 262 109128 19650 85166 4312 0 0 0 0 0 0 186390 66709 48682 70999 0 0 0 0 434927 105222 156945 172760 246782 92664 54547 99571 309217 159269 90836 59112 0 0 0 0 195969 70874 40042 85053 51243 19115 2389 29739 0 0 0 0 87245 29274 25993 31978 0 0 0 0 467864 125413 187214 155237 288704 104924 59335 124445 51947 17179 12536 22232 PRINTING AND PUBLICATIONS 613659 349809 25762 238088 OTHER FEES - PAYROLL, BANK, CR 105971 23167 54269 28535 SPECIAL EVENTS 170417 10100 7613 152704 MISC 53972 7978 30208 15786 STAFF DEVELOPMENT 36607 11687 11416 13504 70187819 63536615 2497582 4153622 8370151 6191102 17332611 20399326 220506 601458 5117236 3927172 1292640 1190064 19835699 46123384 0 1081170 47051607 75586504 5220883 3049256 26048405 25616313 1147357 0 32416645 28665569 X 14457920 32415826 177042 402113 0 14102996 14634962 46920935 47051607 75586504 X 1151235 31134738 X false true true X true true X 51947742 55833793 58042367 72526554 69993209 308343665 51947742 55833793 58042367 72526554 69993209 308343665 308343665 1215385 1411097 1083061 510014 999676 5219233 94414 0 111058 101366 259755 566593 314129491 0.98158 0.98157 X A LARGE PORTION OF MISCELLANEOUS REVENUE CONSISTS OF FUNDS PROVIDED TO VALLEY OF THE SUN UNITED WAY FROM ORGANIZATIONS TO SPONSOR LOANED EXECUTIVE SALARIES. LOANED EXECUTIVES ARE TEMPORARY STAFF HIRED DURING OUR PEAK CAMPAIGN SEASON TO ASSIST IN PRESENTATIONS AND FUNDRAISING. ADDITIONALLY, A PORTION OF MISCELLANEOUS REVENUE INCLUDES CHECKS DEEMED "STALE" BY THE STATE OF ARIZONA THAT WERE PROVIDED TO AGENCIES FROM VSUW AS GRANTS FOR WHICH NO SERVICES OR GOODS WERE TRADED. VSUW FOLLOWS ALL STANDARDS AS PROVIDED BY THE STATE OF ARIZONA, INCLUDING ATTEMPTING TO CONTACT AGENCIES SEVERAL TIMES TO VERIFY THAT THE FUNDS ARE NOT DUE TO THE AGENCY. IF VSUW HAS ELECTRONIC DEPOSIT INFORMATION FROM AGENCIES THAT HAVE NOT CASHED CHECKS MADE PAYABLE TO THE AGENCY, VSUW WILL DEPOSIT THE FUNDS ELECTRONICALLY WITH NOTICE. IN MOST INSTANCES THAT CHECKS ARE DEEMED "STALE" AND ARE RECORDED AS MISCELLANEOUS REVENUE, THE ORGANIZATION HAS BEEN CLOSED AND IS NO LONGER ELIGIBLE TO RECEIVE FUNDS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false false false false false 2 12500 123012 true true 0 32745830 475837 33221667 0.57550 0.42450 false false 0 36103 36103 0 1669459 1308881 360578 0 577524 395704 181820 0 1466291 1146368 319923 1367859 1076219 291640 1190064 0 0 71339054 70187819 1151235 2603274 3891003 6494277 7645512 58930634 2603271 43913 -15055604 -12408420 71339054 71339054 51285122 43913 -18946610 -18902697 70187819 70187819 ENDOWMENT BALANCES PART V, LINES 1B AND 1G THE ENDING BALANCE ON LINE 1G CONSISTS OF BOARD-DESIGNATED ENDOWMENTS ($19,118,671) AND PERMANENTLY RESTRICTED ENDOWMENT FUNDS (14,102,996). INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS PART V, LINE 4 THE ENDOWMENT EARNINGS ARE TO BE USED TO SUPPORT VALLEY OF THE SUN UNITED WAY AS OUTLINED IN ITS ENDOWMENT POLICY. AS OF MARCH 1, 2011 VALLEY OF THE SUN UNITED WAY AND ITS SUPPORTING ORGANIZTION (VALLEY OF THE SUN UNITED WAY FOUNDATION) WERE MERGED. THE CONTRIBUTIONS ON SCHEDULE D, PART V, LINE 1B INCLUDE THE TRANSFER MADE WHEN THE TWO WERE MERGED IN ADDITION TO CONTRIBUTIONS AND PLEDGE LOSS RECEIVED FOR THE ENDOWMENT FOR THE PERIOD OF MARCH JUNE AFTER THE MERGER. ASC 740 (FIN48) FOOTNOTE PART X, LINE 2 IN JUNE 2006, THE FASB ISSUED GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENTS ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENTS OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION ADOPTED THIS GUIDANCE ON JULY 1, 2009. THE ADOPTION OF THIS GUIDANCE BY THE ORGANIZATION DID NOT RESULT IN AN ADJUSTMENT TO THE ORGANIZATION'S OPENING BALANCE OF NET ASSETS. OTHER ADJUSTMENTS PART XI, LINE 8 $3,891,003 NET INCOME REPORTED ON SEPARATE FOUNDATION FORM 990 OTHER ADJUSTMENTS PART XII, LINE 2D ($3,926,006) - VSUW FOUNDATION WAS CONSIDERED A SUPPORTING ORANIZATION OF VSUW IN PAST YEARS. THE FOUNDATION FILED A SEPARATE 990, BUT COMBINED FINANCIAL STATEMENTS WERE ISSUED. THE BOARD APPROVED A MERGER OF THE TWO ORGANIZATIONS AND THIS TRANSFER OF NET ASSETS IS A RESULT OF THIS DECISION. THE AMOUNT REFERENCED INCLUDES REVENUE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS THAT WAS RECEIVED PRIOR TO THE MERGER AND IS THEREFORE REPORTED ON THE FOUNDATION FORM 990. $18,981,610 - DESIGNATIONS MADE TO OTHER AGENCIES THAT ARE NOT INCLUDED AS REVENUE ON THE FINANCIAL STATEMENTS BUT ARE RECOGNIZED ON THE 990. OTHER ADJUSTMENTS PART XIII, LINE 2D ($35,000) - VSUW FOUNDATION WAS CONSIDERED A SUPPORTING ORGANIZATION OF VSUW IN PAST YEARS. THE FOUNDATION FILED A SEPARATE 990 BUT COMBINED FINANCIAL STATEMENTS WERE ISSUED. THE BOARD APPROVED A MERGER OF TWO ORGANIZATIONS AND THIS TRANSFER OF NET ASSETS IS A RESULT OF THIS DECISION. THE AMOUNT REFERENCED INCLUDES EXPENSE FROM THE FOUNDATION PRIOR TO THE MERGER WHICH IS THERFORE REPORTED ON THE FOUNDATION'S SEPARATE FORM 990. $18,981,610 - THE AMOUNT REFERENCED ALSO INCLUDES DESIGNATIONS MADE TO OTHER AGENCIES THAT ARE NOT INCLUDED AS EXPENSES ON THE FINANCIAL STATEMENTS BUT ARE RECOGNIZED ON THE 990. true 1N10 INC 4121 NORTH SEVENTH AVE PHOENIX AZ 85013 860728990 501(C)(3) 48723 2800 FMV Program Support A NEW LEAF INC 868 EAST UNIVERSITY DR MESA AZ 85203 860256667 501(C)(3) 614100 10053 FMV PROGRAM SUPPORT ADELANTE HEALTHCARE INC 16551 NORTH DYSART RD SURPRISE AZ 85374 860377821 501(C)(3) 76839 13278 FMV PROGRAM SUPPORT AID TO ADOPTION OF SPECIAL KIDS 2320 NORTH 20TH ST PHOENIX AZ 85006 860611935 501(C)(3) 107552 7315 FMV PROGRAM SUPPORT ALZHEIMER'S ASSOC DESERT SW CHAPTER 1028 EAST MCDOWELL RD PHOENIX AZ 85006 860402582 501(C)(3) 169341 4800 FMV PROGRAM SUPPORT AMERICAN CANCER SOCIETY GREAT W DIVISION 4550 EAST BELL RD PHOENIX AZ 85032 841316555 501(C)(3) 673514 PROGRAM SUPPORT AMERICAN HEART ASSOCIATION 2929 SOUTH 48TH ST TEMPE AZ 85282 135613797 501(C)(3) 368532 PROGRAM SUPPORT AMERICAN RED CROSS GRAND CANYON CHAPTER 6135 N BLK CANYON HWY PHOENIX AZ 85015 860098906 501(C)(3) 852155 PROGRAM SUPPORT ARIZONA BRIDGE TO INDEPENDENT LIVING 5025 E WASHINGTON ST PHOENIX AZ 850342005 860486447 501(C)(3) 110539 4230 FMV PROGRAM SUPPORT ARIZONA CNTR FOR BLIND & VISUALLY IMPAIRED 3100 EAST ROOSEVELT ST PHOENIX AZ 85008 860133392 501(C)(3) 214034 PROGRAM SUPPORT ARIZONA FOUNDATION FOR THE HANDICAPPED 3146 EAST WINDSOR AVE PHOENIX AZ 85008 860180419 501(C)(3) 114167 1770 FMV PROGRAM SUPPORT ARIZONA HOUSING INC 230 SOUTH 12TH AVE PHOENIX AZ 85007 860811431 501(C)(3) 108708 PROGRAM SUPPORT ARIZONA LITERACY AND LEARNING CENTER INC 14001 NORTH SEVENTH ST PHOENIX AZ 85022 861032912 501(C)(3) 156374 1400 FMV PROGRAM SUPPORT ARIZONA QUEST FOR KIDS 1430 EAST MISSOURI AVE PHOENIX AZ 85014 860989377 501(C)(3) 30688 28875 FMV PROGRAM SUPPORT ARIZONA SAVES 6633 N BLK CANYON HWY PHOENIX AZ 85015 710946315 501(C)(3) 36500 PROGRAM SUPPORT ARIZONA WOMEN'S EDUCATION & EMPLOYMENT 640 NORTH 1ST AVE PHOENIX AZ 85003 860412509 501(C)(3) 268273 6406 FMV Program Support ARIZONA'S CHILDREN ASSOCIATION 2833 NORTH THIRD ST PHOENIX AZ 85004 860096772 501(C)(3) 298074 8175 FMV PROGRAM SUPPORT ASSOCIATION FOR SUPPORTIVE CHILD CARE 3910 SOUTH RURAL RD TEMPE AZ 85282 860332919 501(C)(3) 3051127 18688 FMV PROGRAM SUPPORT ASSOCIATION OF ARIZONA FOOD BANKS(AAFB) 2100 N CENTRAL AVE PHOENIX AZ 85004 860507679 501(C)(3) 283799 PROGRAM SUPPORT ASU FOUNDATION 300 EAST UNIVERSITY DR PHOENIX AZ 85281 866051042 501(C)(3) 54601 PROGRAM SUPPORT BANNER OLIVE BRANCH SENIOR CENTER 11250 NORTH 107TH AVE SUN CITY AZ 85351 450233470 501(C)(3) 122504 3650 FMV PROGRAM SUPPORT BANNER POISON CONTROL CENTER 1111 EAST MCDOWELL RD PHOENIX AZ 85006 450233470 501(C)(3) 85943 378 FMV PROGRAM SUPPORT BARNESS FAMILY JEWISH COMMUNITY CENTER 908 NORTH ALMA SCHOOL CHANDLER AZ 85224 860618301 501(C)(3) 23352 PROGRAM SUPPORT BIG BROTHERS BIG SISTERS OF CEN AZ 1010 EAST MCDOWELL RD PHOENIX AZ 85006 860205254 501(C)(3) 456078 1390 FMV PROGRAM SUPPORT BOY SCOUTS OF AMERICA GRAND CANYON 2969 NORTH GREENFIELD RD PHOENIX AZ 85016 861010295 501(C)(3) 466564 4380 FMV PROGRAM SUPPORT BOYS & GIRLS CLUBS OF GREATER SCOTTSDALE 10515 EAST LAKEVIEW DR SCOTTSDALE AZ 85258 860133718 501(C)(3) 292992 2003 FMV PROGRAM SUPPORT BOYS & GIRLS CLUBS OF METRO PHOENIX 2645 NORTH 24TH ST PHOENIX AZ 85008 860107639 501(C)(3) 989870 4075 FMV PROGRAM SUPPORT BOYS & GIRLS CLUBS OF THE EAST VALLEY 1405 EAST GUADALUPE RD TEMPE AZ 852833971 860550646 501(C)(3) 450187 378 FMV PROGRAM SUPPORT CAMP FIRE USA GREATER ARIZONA COUNCIL 2345 EAST THOMAS RD PHOENIX AZ 850167862 860104417 501(C)(3) 221373 17950 FMV PROGRAM SUPPORT CATHOLIC CHARITIES COMMUNITY SERVICES 4747 NORTH 7TH AVE PHOENIX AZ 85013 860239999 501(C)(3) 435635 3700 FMV PROGRAM SUPPORT CENTRAL ARIZONA COLLEGE-QUALITY 1ST PROGRAM 8470 N OVERFIELD RD 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SCHOOL RD MESA AZ 85210 860823871 501(C)(3) 82044 PROGRAM SUPPORT COMMUNITY INFORMATION & REFERRAL 2200 N CENTRAL AVE PHOENIX AZ 85004 860374813 501(C)(3) 295001 PROGRAM SUPPORT COMMUNITY LEGAL SERVICES INC 305 SOUTH 2ND AVE PHOENIX AZ 85003 860166615 501(C)(3) 211333 6725 FMV PROGRAM SUPPORT COMMUNITY SERVICES OF ARIZONA 650 NORTH ARIZONA AVE CHANDLER AZ 85225 237181540 501(C)(3) 380854 PROGRAM SUPPORT CONCERNED CITIZENS FOR COMMUNITY HEALTH 7700 EAST ROOSEVELT SCOTTSDALE AZ 85251 953416943 501(C)(3) 95485 2250 FMV PROGRAM SUPPORT CORPORATION FOR SUPPORTIVE HOUSING 50 BROADWAY 17TH FLOOR NEW YORK NY 10004 133600232 501(C)(3) 110866 PROGRAM SUPPORT CRISIS NURSERY INC 2334 EAST POLK ST PHOENIX AZ 85006 860324144 501(C)(3) 131138 7665 FMV PROGRAM SUPPORT DESERT MISSION 9201 NORTH 5TH ST PHOENIX AZ 85020 860096941 501(C)(3) 134717 1400 FMV PROGRAM SUPPORT DYSART COMMUNITY CENTER 14414 N EL MIRAGE RD EL MIRAGE AZ 85335 866031134 501(C)(3) 86576 360 FMV PROGRAM SUPPORT EAST VALLEY SENIOR SERVICES INC 45 W UNIVERSITY DR MESA AZ 85201 942596075 501(C)(3) 66133 PROGRAM SUPPORT EMPACT-SPC 1232 E BROADWAY RD TEMPE AZ 85282 742562293 501(C)(3) 129811 9000 FMV PROGRAM SUPPORT FAMILY SERVICE AGENCY 2400 N CENTRAL AVE PHOENIX AZ 85004 860096792 501(C)(3) 215079 PROGRAM SUPPORT FLORENCE CRITTENTON SERVICES OF ARIZONA 715 WEST MARIPOSA ST PHOENIX AZ 850132426 860103282 501(C)(3) 112511 2273 FMV PROGRAM SUPPORT FOUNDATION FOR BLIND CHILDREN 1235 EAST HARMONT DR PHOENIX AZ 850203864 860129981 501(C)(3) 431750 PROGRAM SUPPORT FREE ARTS OF ARIZONA 103 W HIGHLAND AVE PHOENIX AZ 85013 860739613 501(C)(3) 119226 PROGRAM SUPPORT FRIENDLY HOUSE 802 SOUTH FIRST AVE PHOENIX AZ 85003 860120506 501(C)(3) 972446 200 FMV PROGRAM SUPPORT FOUNDATION FOR SENIOR LIVING 1201 EAST THOMAS RD PHOENIX AZ 850145734 860411904 501(C)(3) 104089 PROGRAM SUPPORT GABRIEL'S ANGELS 1550 E MARYLAND AVE PHOENIX AZ 85014 860991198 501(C)(3) 78940 PROGRAM SUPPORT GIRL SCOUTS - ARIZONA CACTUS-PINE COUNCIL 119 E 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STARSSCOTTSDALE TRAINING 7507 E OSBORN RD SCOTTSDALE AZ 852516425 237395103 501(C)(3) 113319 PROGRAM SUPPORT SENIOR SERVICES OF FOUNTAIN HILLS AZ INC 7902 EAST WOOD DRIVE SCOTTSDALE AZ 85260 860720528 501(C)(3) 16836 PROGRAM SUPPORT SIRRINE ADULT DAY CARE OF MESA INC 247 NORTH MCDONALD ST MESA AZ 85201 860575242 501(C)(3) 19062 PROGRAM SUPPORT SOJOURNER CENTER PO BOX 20156 PHOENIX AZ 85036 942465081 501(C)(3) 216016 PROGRAM SUPPORT SOUTHWEST AUTISM RESEARCH & RESOURCE CTR 300 NORTH 18TH ST PHOENIX AZ 85006 311496646 501(C)(3) 113510 PROGRAM SUPPORT SOUTHWEST CENTER FOR HIVAIDS 1144 E MCDOWELL RD PHOENIX AZ 85006 860695862 501(C)(3) 153339 PROGRAM SUPPORT SOUTHWEST HUMAN DEVELOPMENT 2850 NORTH 24TH ST PHOENIX AZ 85008 860407179 501(C)(3) 2687561 PROGRAM SUPPORT ST JOSEPH THE WORKER 1125 W JACKSON ST PHOENIX AZ 85007 860600437 501(C)(3) 117315 PROGRAM SUPPORT ST MARY'S FOOD BANK ALLIANCE 2831 NORTH 31ST AVE PHOENIX AZ 85009 237353532 501(C)(3) 761843 680683 FMV PROGRAM SUPPORT TEMPE COMMUNITY ACTION AGENCY 2150 EAST ORANGE ST TEMPE AZ 85281 860254820 501(C)(3) 253089 850 FMV PROGRAM SUPPORT TEMPE COMMUNITY COUNCIL 34 EAST 7TH ST TEMPE AZ 85281 510189790 501(C)(3) 105857 1305 FMV PROGRAM SUPPORT THE ARIZONA REPUBLIC CHARITIES PO BOX 1950 PHOENIX AZ 85001 860348306 501(C)(3) 10000 PROGRAM SUPPORT THE CENTERS FOR HABILITATIONTCH 215 WEST LODGE DR TEMPE AZ 85283 860217033 501(C)(3) 76668 4290 FMV PROGRAM SUPPORT THE RESPITE SHELTER FOR HOMELESS MEN INC 7000 NORTH CENTRAL AVE PHOENIX AZ 85020 860714904 501(C)(3) 23473 PROGRAM SUPPORT THE SALVATION ARMY 2707 EAST VAN BUREN AVE PHOENIX AZ 85008 941156347 501(C)(3) 894872 7175 FMV PROGRAM SUPPORT THE SOCIETY OF ST VINCENT DE PAUL 420 WEST WATKINS RD PHOENIX AZ 85003 860096789 501(C)(3) 316659 PROGRAM SUPPORT THE WELLNESS COMMUNITY (TWC) 360 EAST PALM LN PHOENIX AZ 85004 860897810 501(C)(3) 48114 PROGRAM SUPPORT TUMBLEWEED CENTER FOR YOUTH DEVELOPMENT 1419 NORTH THIRD ST PHOENIX AZ 85004 237284153 501(C)(3) 246617 9675 FMV PROGRAM SUPPORT UMOM NEW DAY CENTERS INC 3320 EAST VAN BUREN ST PHOENIX AZ 85008 860521062 501(C)(3) 416662 6628 FMV PROGRAM SUPPORT UNITED FOOD BANK 358 EAST JAVELINA AVE MESA AZ 85210 860505273 501(C)(3) 179409 PROGRAM SUPPORT UPWARD FOUNDATION 6306 NORTH 7TH ST PHOENIX AZ 85014 860221195 501(C)(3) 369893 2970 FMV PROGRAM SUPPORT VALLE DEL SOL INC 3807 NORTH 7TH ST PHOENIX AZ 85014 860251255 501(C)(3) 270846 4770 FMV PROGRAM SUPPORT VALLEY OF THE SUN JEWISH COMMUNITY CENTER 12701 N SCOTTSDALE RD SCOTTSDALE AZ 85254 860622258 501(C)(3) 63860 PROGRAM SUPPORT VALLEY OF THE SUN YMCA 350 NORTH 1ST AVE PHOENIX AZ 85003 860096799 501(C)(3) 464941 PROGRAM SUPPORT VALLEYLIFE 1142 W HATCHER RD PHOENIX AZ 85021 860135640 501(C)(3) 289041 4230 FMV PROGRAM SUPPORT WASTE NOT INC 1700 N GRANITE REEF RD SCOTTSDALE AZ 85257 860650514 501(C)(3) 34551 PROGRAM SUPPORT WESLEY COMMUNITY CENTER 1300 SOUTH 10TH ST PHOENIX AZ 85034 860133770 501(C)(3) 136330 2000 FMV PROGRAM SUPPORT WORLD HUNGER ECUMENICAL ARIZONA TASK FORCE 4000 NORTH 7TH ST PHOENIX AZ 85014 742386488 501(C)(3) 35000 PROGRAM SUPPORT YWCA OF MARICOPA COUNTY 755 EAST WILLETTA ST PHOENIX AZ 85006 860098936 501(C)(3) 109056 PROGRAM SUPPORT BRIDGING ARIZONA 25 NORTH EXTENSION MESA AZ 85201 201207001 501(C)(3) 672363 FMV PROGRAM SUPPORT CMTY INITIATIVE FUNDING TO VARIOUS AGENCIES VARIOUS VARIOUS AZ 85257 637162 699113 FMV PROGRAM SUPPORT SCHOLARSHIPS TO VARIOUS CHILD CARE PROVIDERS VARIOUS VARIOUS AZ 85034 10518938 PROGRAM SUPPORT STIPEND TO CHILD CARE PROVIDERS-FTF REWARDS VARIOUS VARIOUS AZ 85311 124145 PROGRAM SUPPORT DIRECT DESIGNATIONS TO VARIOUS AGENCIES VARIOUS VARIOUS AZ 85008 501(C)(3) 14831562 PROGRAM SUPPORT 2560 1540 STIPEND TO CHILD CARE PROVIDERS-FTF REWARDS 1051 1063800 DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS PART I, LINE 2 VALLEY OF THE SUN UNITED WAY MONITORS THE USE OF GRANTS IN SEVERAL WAYS. AGENCIES MUST PROVIDE TO VSUW PROJECTED AND ACTUAL FINANCIAL INFORMATION, CLIENT BENEFICIARY DATA AND SERVICE STATISTICS INCLUDING SPECIFIED PERIODIC OUTCOME MEASUREMENT DATA IN VSUW'S REQUIRED FORMAT FOR ALL VSUW-FUNDED PROGRAMS UPON REQUEST. IN SOME SITUATIONS, PROVIDING OUTCOME DATA WILL INCLUDE COOPERATION AND COLLABORATION WITH AN OUTSIDE EVALUATOR APPOINTED BY VSUW. ON-GOING FUNDING LEVELS MAY BE IMPACTED BY THE PROGRAM(S) ABILITY TO DEMONSTRATE APPROPRIATE OUTCOME ACHIEVEMENT. VSUW ALSO CONDUCTS ON-SITE VISITS FOR BOTH FISCAL AND PROGRAMMATIC MONITORING AND ENSURES ALL AGENCIES RECEIVING FUNDS ARE IN COMPLIANCE WITH THE U.S. PATRIOT ACT. VALLEY OF THE SUN UNITED WAY PROCESSES A VARIETY OF DONOR DESIGNATIONS. WE DIRECT THESE FUNDS TO THE ORGANIZATIONS AS REQUESTED BY THE DONOR AFTER VERIFYING THEY ARE LEGITIMATE 501(C)(3) ORGANIZATIONS AND THEY COMPLY WITH THE PATRIOT ACT. IN FISCAL YEAR 2011, WE DIRECTED THESE FUNDS TO OVER 3,000 AGENCIES. VALLEY OF THE SUN UNITED WAY DOES NOT HAVE DISCRETION TO AWARD THESE DESIGNATIONS, BUT MUST FOLLOW THE REQUEST OF THE DONOR. IF THE DESIGNEE DOES NOT QUALIFY UNDER THE 501(C)(3) OR PATRIOT ACT REQUIREMENTS THE DONOR IS CONTACTED TO REDIRECT THE DONATION. VALLEY OF THE SUN UNITED WAY AWARDS SCHOLARSHIPS TO PROVIDE CHILD CARE RESOURCES TO FAMILIES IN NEED. VSUW RECEIVED SPECIFIC GRANT FUNDING FROM FIRST THINGS FIRST TO AWARD THESE SCHOLARSHIPS. FIRST THINGS FIRST IS A QUASI-STATE AGENCY IN ARIZONA THAT FOCUSES ON EARLY CHILDHOOD DEVELOPMENT. THE SCHOLARSHIPS ARE AWARDED USING SPECIFIC CRITERIA AS PROVIDED BY FIRST THINGS FIRST. THESE FUNDS ASSIST FAMILIES IN ACCESSING QUALITY AND AFFORDABLE CHILDCARE. FAMILIES MUST BE AT OR BELOW 200% OF THE NATIONAL POVERTY LEVEL IN ADDITION TO OTHER ELIGIBILITY REQUIREMENTS. IN FISCAL YEAR 2011, WE AWARDED SCHOLARSHIPS TO 351 CHILD CARE PROVIDERS. X X true true X X X X X false false false false false false false false false MERL WASCHLER 267279 0 0 0 30233 0 35791 0 24322 0 357625 0 0 0 KATHERINE CECALA 190632 0 0 0 6449 0 23501 0 8680 0 229262 0 0 0 JOHN HOGG 137617 0 0 0 497 0 16925 0 8003 0 163042 0 0 0 BRIAN SPICKER 171640 0 0 0 6439 0 21171 0 7554 0 206804 0 0 0 NANCY DEAN 155526 0 0 0 485 0 18890 0 8713 0 183614 0 0 0 HEALTH CLUB DUES SCHEDULE J, PART I, LINE 1A VSUW OFFERS HEALTH CLUB MEMBERSHIPS AT A REDUCED RATE, TO THE YMCA AND JCC, TO ALL EMPLOYEES. VSUW EMPLOYEES THAT CHOOSE TO TAKE ADVANTAGE OF THIS BENEFIT ARE REQUIRED TO PAY A PORTION OF THE MONTHLY DUES WHICH ARE DEDUCTED DIRECTLY FROM THEIR PAYROLL. VSUW PAYS THE REMAINING PORTION OF THE DUES. NONQUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B THE COMPENSATION COMMITTEE IDENTIFIED KEY SENIOR LEVEL EMPLOYEES WHOSE SKILLS AND SERVICES WERE DEEMED CRITICALLY IMPORTANT TO THE FUTURE SUCCESS OF THE ORGANIZATION. A COMPENSATION PLAN WAS ESTABLISHED BY THE COMPENSATION COMMITTEE FOR THOSE KEY EMPLOYEES TO HELP ENSURE THE ORGANIZATION ACHIEVES ITS CURRENT STRATEGIC PRIORITIES. PARTICIPANTS IN THE PLAN RECEIVE $10,000, PLUS A GROSS-UP FOR TAXES, TO BE INVESTED BY THE PARTICIPANT IN A RETIREMENT SAVINGS VEHICLE. THE AMOUNTS ARE TAXABLE IN THE CURRENT YEAR AND, AS SUCH, ARE INCLUDED IN REPORTABLE COMPENSATION IN PART VII. THE IDENTIFIED EMPLOYEES AND THEIR CURRENT YEAR PARTICIPATION ARE AS FOLLOWS: MERL WASCHLER - $10,000 CONTRIBUTION, PLUS $7,423 TAX GROSS-UP KATHERINE CECALA - $10,000 CONTRIBUTION, PLUS $5,911 TAX GROSS-UP BRIAN SPICKER - $10,000 CONTRIBUTION, PLUS $5,911 TAX GROSS-UP X 891750 cost/selling price X 670898 cost/selling price X OFFICE EQUIPMENT 0 114109 COST/SELLING PRICE X TICKETS/GIFT CERTIFICATES 0 752950 COST/SELLING PRICE 0 false true true GIFTS IN KIND PARTNERSHIP SCHEDULE M, PART I, LINE 32B VALLEY OF THE SUN UNITED WAY HAS A PARTNERSHIP WITH ST. MARY'S FOOD BANK, A LOCAL ORGANIZATION, TO SOLICIT AND DISTRIBUTE FOOD AND FURNITURE THROUGH A GIFT-IN-KIND INTERNATIONAL PROGRAM THAT VSUW INCURS THE FULL EXPENSE OF THE MEMBERSHIP. VOLUNTEERS FORM 990, PART I, LINE 6 VALLEY OF THE SUN UNITED WAY (VSUW) HAS VOLUNTEERS THAT ASSIST THE ORGANIZATION IN A VARIETY OF CAPACITIES. VSUW'S VOLUNTEERS ARE A KEY COMPONENT TO THE SUCCESS OF THE ORGANIZATION. VSUW RELIES HEAVILY ON THE GUIDANCE OF KEY VOLUNTEERS TO APPROVE BUDGETS AND DISTRIBUTIONS TO THE COMMUNITY. VSUW HAS ALMOST 10,000 VOLUNTEERS IN SEVERAL POSITIONS TO INCLUDE BOARD/POLICY MAKING, CAMPAIGN, COMMUNITY IMPACT, ENDOWMENT, PUBLIC POLICY, AND A VARIETY OF DIRECT SERVICES. PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINE 4a-c VSUW DEVELOPS AND SUPPORTS HUNDREDS OF HEALTH AND HUMAN SERVICE PROGRAMS THAT ADDRESS OUR COMMUNITY'S MOST PRESSING NEEDS. FOCUSING IN THE AREAS OF EDUCATION, INCOME AND HEALTH, VSUW PARTNERS WITH VALLEY LEADERS, VOLUNTEERS, DONORS AND OTHER NONPROFIT ORGANIZATIONS TO FIND INNOVATIVE SOLUTIONS TO ADDRESS SHORT-TERM INDIVIDUAL NEEDS AND TO CREATE LONG-TERM COMMUNITY RESULTS. MISSION: TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF THE COMMUNITY. VISION: TO BUILD A CARING COMMUNITY WHERE ALL CHILDREN AND YOUTH SUCCEED, FAMILIES ARE SELF-SUFFICIENT AND ALL PEOPLE ENJOY MAXIMUM HEALTH AND INDEPENDENCE. VALLEY OF THE SUN UNITED WAY COMMUNITY OBJECTIVES: - ENSURE CHILDREN AND YOUTH SUCCEED - PROVIDE CHILDREN AND YOUTH WITH THE SKILLS TO SUCCEED IN SCHOOL AND LEAD PRODUCTIVE LIVES - INCREASE FINANCIAL STABILITY - HELP FAMILIES BREAK THE CYCLE OF POVERTY - END HUNGER AND HOMELESSNESS - PROVIDE FOOD AND SHELTER FOR FAMILIES AND INDIVIDUALS OUR RESULTS IN 2010, CONTRIBUTIONS FROM DONORS HELPED VALLEY OF THE SUN UNITED WAY: - PROVIDE MORE THAN 300,000 HOURS OF YOUTH MENTORING - GIVE DEVELOPMENTAL ASSESSMENTS TO NEARLY 3,300 PRESCHOOL CHILDREN - PROVIDE NEARLY 156,000 YOUTH ACCESS TO QUALITY AFTER-SCHOOL PROGRAMS - CONNECT OVER 35,000 INDIVIDUALS TO NEW BENEFITS THEY MAY NOT HAVE OTHERWISE RECEIVED - PROVIDE MORE THAN 3,800 PEOPLE ACCESS TO JOB TRAINING PROGRAMS - FIND JOBS FOR NEARLY 3,300 PEOPLE - PROVIDE FINANCIAL EDUCATION TO MORE THAN 1,300 ADULTS - PROVIDE MORE THAN 710,000 NIGHTS OF EMERGENCY AND TRANSITIONAL SHELTER - SUPPORT THE DISTRIBUTION OF OVER 93 MILLION POUNDS OF FOOD AND OVER 230,000 MEALS TO VULNERABLE SENIORS - CONNECT NEARLY 2,900 INDIVIDUALS AND FAMILIES EXPERIENCING HOMELESSNESS TO RESOURCES THROUGH MONTHLY PROJECT CONNECT EVENTS DESCRIPTION OF RELATIONSHIPS FORM 990, PART VI, QUESTION 2 PHIL AND NITA FRANCIS, VSUW BOARD MEMBERS, HAVE A FAMILY RELATIONSHIP. BOTH HAVE A VESTED INTEREST IN VSUW AS A PART OF THE COMMUNITY AND ARE VALUABLE VOLUNTEERS. SIGNIFICANT CHANGES TO ORGANIZATION'S GOVERNING DOCUMENTS FORM 990, PART VI, QUESTION 4 THE VALLEY OF THE SUN UNITED WAY FOUNDATION WAS MERGED WITH VSUW DURING THE YEAR. ARTICLES OF MERGER EFFECTIVE 3/1/11 WERE ADOPTED. PROCESS USED BY MANAGEMENT AND OR GOVERNING BODY TO REVIEW 990 FORM 990, PART VI, QUESTION 11A AFTER REVIEW BY THE CHIEF OPERATING OFFICER, THE DRAFT 990 IS PRESENTED TO THE VSUW FINANCE COMMITTEE TO REVIEW AND APPROVE. A FINAL DRAFT 990 IS PRESENTED TO THE ENTIRE BOARD AT THE BOARD MEETING THAT PRECEDES THE FINAL SUBMISSION OF THE 990. THE ACCOUNTING FIRM THAT PREPARES THE 990 IS PRESENT TO ASSIST WITH ANSWERING QUESTIONS. THE 990 IS POSTED AS AN AGENDA ITEM TO DISCUSS AND REVIEW. UPON REVIEW AND APPROVAL, THE 990 IS SIGNED AND SUBMITTED TO THE IRS. DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST FORM 990, PART VI, QUESTION 12C VSUW SENDS THE CONFLICT OF INTEREST POLICY STATEMENT AND SURVEY TO THE BOARD OF DIRECTORS ON A REGULAR BASIS. A WEB-BASED SURVEY AND THE POLICY ARE SENT TO INTERESTED PARTIES VIA EMAIL. THE EXECUTIVE OFFICE MONITORS AND MAKES THE EFFORT TO ENSURE ALL INTERESTED PARTIES COMPLETE THE SURVEY AND ACKNOWLEDGE THE CONFLICT OF INTEREST POLICY. VSUW STAFF IS ALSO TRAINED AND EDUCATED ANNUALLY ON THE CONFLICT OF INTEREST POLICY. THE STAFF IS ALSO REQUIRED TO ANNUALLY SIGN A CONFLICT OF INTEREST POLICY. PROCESS FOR DETERMINING COMPENSATION FORM 990, PART VI, QUESTION 15A & B OFFICER COMPENSATION CEO THE COMPENSATION COMMITTEE, A SUBCOMMITTEE OF THE VSUW BOARD OF DIRECTORS, REVIEWS AND DETERMINES THE COMPENSATION OF THE PRESIDENT/CEO ON AN ANNUAL BASIS. THE COMPENSATION REVIEW CONSIDERS COMPENSATION DATA FROM AN INDEPENDENT COMPENSATION CONSULTANT AND RELEVANT COMPENSATION SURVEYS OR STUDIES, INCLUDING COMPARISON OF IRS FORM 990 COMPENSATION INFORMATION FROM SIMILAR AREA ORGANIZATIONS. THE COMPENSATION COMMITTEE CONSISTS OF THE VSUW BOARD CHAIR, THE VSUW FOUNDATION BOARD CHAIR, THE VSUW FINANCE & AUDIT COMMITTEE CHAIR, AND TWO OTHER MEMBERS APPOINTED BY THE VSUW BOARD CHAIR. IF A MEMBER OF THE COMPENSATION COMMITTEE RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM VSUW FOR SERVICES, THEN THAT MEMBER IS PRECLUDED FROM PARTICIPATING IN DISCUSSIONS OR VOTES PERTAINING TO THAT MEMBER'S COMPENSATION. OFFICER COMPENSATION COO KEY EMPLOYEE COMPENSATION REVIEW PROCESS THE CEO RECOMMENDS COMPENSATION AFTER ANNUAL REVIEW TO THE COMPENSATION COMMITTEE FOR THE CHIEF OPERATING OFFICER. THE COMPENSATION COMMITTEE, A SUBCOMMITTEE OF THE VSUW BOARD OF DIRECTORS, DETERMINES THE COMPENSATION OF THE CHIEF OPERATING OFFICER ON AN ANNUAL BASIS. THE COMPENSATION REVIEW CONSIDERS COMPENSATION DATA FROM AN INDEPENDENT COMPENSATION CONSULTANT AND RELEVANT COMPENSATION SURVEYS OR STUDIES, INCLUDING COMPARISON OF IRS FORM 990 COMPENSATION INFORMATION FROM SIMILAR AREA ORGANIZATIONS. THE COMPENSATION COMMITTEE CONSISTS OF THE VSUW BOARD CHAIR, THE VSUW FOUNDATION BOARD CHAIR, THE VSUW FINANCE & AUDIT COMMITTEE CHAIR, AND TWO OTHER MEMBERS APPOINTED BY THE VSUW BOARD CHAIR. IF A MEMBER OF THE COMPENSATION COMMITTEE RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM VSUW FOR SERVICES, THEN THAT MEMBER IS PRECLUDED FROM PARTICIPATING IN DISCUSSIONS OR VOTES PERTAINING TO THAT MEMBER'S COMPENSATION. AVAILABILITY OF CERTAIN DOCUMENTS TO THE GENERAL PUBLIC FORM 990, PART VI, QUESTION 19 THE ORGANIZATION'S FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE READILY AVAILABLE ON THE VSUW WEBSITE AT WWW.VSUW.ORG. THE FORM 990 IS ALSO AVAILABLE ON GUIDESTAR, AN EXTERNAL WEBSITE. OTHER DOCUMENTS SUCH AS IRS DETERMINATION LETTER, CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND OTHER POLICIES ARE POSTED ON THE VSUW INTRANET AND ARE SUPPLIED TO EXTERNAL PARTIES UPON REQUEST. HONORARY DIRECTORS FORM 990, PART VII IN ADDITION TO VOTING DIRECTORS WE INCLUDE HONORARY AND EX-OFFICIO MEMBERS ON THE VALLEY OF THE SUN UNITED WAY BOARD OF DIRECTORS TO HELP GUIDE THE BOARD DECISIONS AND PROVIDE VALUABLE ADVICE AND OPINIONS. IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS, THEY ARE NOT LISTED ON THE PART VII OF THE 990 BECAUSE THEY ARE NONVOTING; HOWEVER, THEY ARE RECOGNIZED AS VALLEY OF THE SUN UNITED WAY BOARD MEMBERS. THE INDIVIDUALS INCLUDED ARE: STEVE EVANS EX-OFFICIO MEMBER JOHN BOUMA HONORARY MEMBER EUGENE GARCIA HONORARY MEMBER DON HENNINGER HONORARY MEMBER MIKE MILLER HONORARY MEMBER RICK NAIMARK HONORARY MEMBER OTHER CHANGES IN FUND BALANCE FORM 990, PART XI, LINE 5 INCREASE IN NET ASSETS INCLUDES A TRANSFER OF NET ASSETS FROM THE VSUW FOUNDATION. VSUW FOUNDATION WAS CONSIDERED A SUPPORTING ORANIZATION OF VSUW IN PAST YEARS, FILED A SEPARATE 990, AND COMBINED FINANCIAL STATEMENTS WERE ISSUED. THE BOARD APPROVED A MERGER OF THE TWO ORGANIZATIONS AND THIS TRANSFER OF NET ASSETS IS A RESULT OF THIS DECISION. $26,367,732 NET ASSETS TRANSFERRED FROM FOUNDATION 2/28/11 2,603,271 UNREALIZED GAINS 2,163,735 CHANGES IN UNRECOGNIZED BENEFIT PLAN COSTS ----------- $31,134,738 TOTAL OTHER CHANGES =========== Valley of the Sun United Way Fdn 1515 East Osborn Rd Phoenix AZ 85014 861002212 FUNDRAISING AZ 501(C)(3) 11(a) true false false true false false false false false false false false false true true false false false false VALLEY OF THE SUN UNITED WAY FOUNDATION C 26367732