2024-05-14T20:28:44-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 20 EAST THOMAS ROAD SUITE 2300 PHOENIX AZ 85012 990 2022-07-01 860198599 MESA UNITED WAY INC MESA 4809698601 137 EAST UNIVERSITY DRIVE MESA AZ 852015929 MARK YOUNG PRESIDENT & CEO 4809698601 2024-05-13 1 MARK YOUNG 999009999 0 JACQUELINE ECKMAN P01300648 6022662248 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MARK YOUNG 137 EAST UNIVERSITY DRIVE MESA AZ 852015929 2424116 0 X WWW.MESAUNITEDWAY.ORG X 1966 AZ UNITING COMMUNITY. INSPIRING DONORS. IMPROVING LIVES. 21 21 20 632 0 0 2060313 1457006 199600 216020 123821 72605 560 19105 2384294 1764736 446951 194197 0 0 1040782 1079855 0 0 231141 647494 652697 2135227 1926749 249067 -162013 5991957 4465771 1898725 843248 4093232 3622523 X UNITING COMMUNITY. INSPIRING DONORS. IMPROVING LIVES. 0 0 550476 194197 352029 COMMUNITY IMPACT: THE COMMUNITY IMPACT PROGRAM CARRIES OUT MESA UNITED WAY'S MISSION. THIS PROGRAM BRINGS MESA UNITED WAY STAFF TOGETHER WITH VOLUNTEERS, AGENCIES, AND COMPANIES IN MESA TO HELP MEMBERS OF THE COMMUNITY LEAD BETTER, MORE SELF-SUFFICIENT LIVES. COMMUNITY IMPACT IS ACCOMPLISHED THROUGH FUNDING AGENCY AND GRANT PROGRAMS, DEVELOPING, AND EXECUTING INITIATIVES, AND BUILDING RELATIONSHIPS BETWEEN COMMUNITY MEMBERS. CURRENT INITIATIVES ARE: 12 BOOKS/MESA YOUTH UNITE PROGRAM (LITERACY AND HUNGER INTERVENTION FOR LOW-INCOME AND LOW-PERFORMING CHILDREN BETWEEN KINDERGARTEN AND THIRD GRADE), AMERICORPS (A VOLUNTEER SERVICE PROGRAM PROVIDING SUPPORT FOR FOSTER CARE INITIATIVES AT HELENS HOPE CHEST), MESA K-READY (A COLLABORATIVE PROGRAM OFFERING INNOVATIVE PRE-SCHOOL SOLUTIONS), MESA VETERANS RESOURCE CENTER (RESOURCE NAVIGATION AND ESSENTIAL SERVICES PROVIDED TO VETERANS THROUGH A ONE-STOP-SHOP CENTER), VITA (VOLUNTEER INCOME TAX ASSISTANCE PROGRAM PROVIDING FREE TAX RETURN PREPARATION TO LOW- TO MODERATE-INCOME FAMILIES AND INDIVIDUALS), HELEN'S HOPE CHEST (CLOTHING FOR FOSTER AND KINSHIP FAMILIES), AND FOSTER360 (RESOURCE NAVIGATION AND HOMELESSNESS INTERVENTION FOR AGING-OUT FOSTER YOUTH). 228705 228704 FOR MORE THAN 14 YEARS, THE MESA UNITED WAY VOLUNTEER INCOME TAX ASSISTANCE PROGRAM (VITA) HAS WORKED TO ENSURE LOW-AND-MODERATE INCOME FAMILIES RECEIVE TAX PREPARATION SERVICES, FREE OF CHARGE. TAX PREPARATION SERVICES ARE COSTLY, AND MANY HOUSEHOLDS CANNOT AFFORD TO FILE THEIR TAXES BY THE FEDERAL DEADLINE. TO ASSIST IN ADDRESSING THIS CHALLENGE, TRAINED VOLUNTEER TAX PREPARERS DEDICATE THEIR TIME TO ASSIST HOUSEHOLDS WITH FILING THEIR PERSONAL TAXES.-7,500 HOURS DONATED BY 140 VOLUNTEER TAX PREPARERS-4,813 TAX RETURNS COMPLETED-$5.9 MILLION DOLLARS IN REFUNDS SECURED FOR COMMUNITY MEMBERS-AVERAGE FEDERAL REFUND OF $1,600 161466 125054 12BOOKS STRIVES TO PREVENT POVERTY AND IMPROVE LIFE OUTCOMES FOR DISADVANTAGED CHILDREN IN ARIZONA BY PROVIDING LITERACY RESOURCES AND SUPPORT CRITICAL TO 4TH GRADE READING PROFICIENCY. LITERACY IS ESSENTIAL FOR SUCCESS IN SCHOOL AND LIFE, AND WE ARE COMMITTED TO SERVING VULNERABLE KIDS IN OUR COMMUNITIES WITH COMPASSIONATE SUPPORT. THIS WORK IS COMPLETED THROUGH A VIRTUAL READING MENTORSHIP PROGRAM AND A BOOK DISTRIBUTION. -18,982 BOOKS DISTRIBUTED-3,136 CHILDREN IN TITLE I SCHOOLS OR FOSTER CARE WERE SERVED-266 VOLUNTEER HOURS DONATED TO PROGRAM-91% OF STUDENTS WHO PARTICIPATED IN THE VIRTUAL READING PROGRAM FOR AT LEAST 6 WEEKS MADE GROWTH IN AT LEAST ONE AREA (PHONICS SKILLS, READING ACCURACY, COMPREHENSION)-100% OF SURVEYED PARENTS SAW INCREASED READING MOTIVATION AND ENJOYMENT IN THEIR CHILDREN 114397 114397 MVRC. SERVING ALL WHO SERVED. ONE TEAM, ONE FIGHT. ON AVERAGE, 22 VETERANS TAKE THEIR OWN LIVES PER DAY. TO ENSURE VETERANS RECEIVE THE ASSISTANCE THEY NEED, MESA VETERANS RESOURCE CENTER PROVIDES A CENTRALIZED LOCATION OFFERING COMPREHENSIVE RESOURCES TO ACCESS SERVICES AND PERSONAL ASSISTANCE. THESE RESOURCES INCLUDE EMPLOYMENT, TRANSPORTATION, NAVIGATION FOR HOUSING AND RENTAL ASSISTANCE, AND VETERAN-FOCUSED SUPPORT GROUPS. THROUGH ITS INTENSIVE CASE MANAGEMENT SERVICES, VETERANS ARE ABLE TO RECEIVE THE ASSISTANCE THEY NEED TO FIND STABILITY AND THRIVE.-753 VETERANS RECEIVED SERVICES IN FY23-482 VETERANS RECEIVED ASSISTANCE WITH BENEFITS AND/OR CLAIMS-253 VETERANS RECEIVED ASSISTANCE WITH EMPLOYMENT 114397 114397 1055044 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 0 0 20 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 X X ALLISON JOHNSON 4809698601 137 E UNIVERSITY DR MESA AZ 85201 PAUL ANDERSON CHAIR 1.00 1.00 X X 0 0 0 KEISHA MCKINNOR VICE CHAIR 1.00 1.00 X X 0 0 0 THOMAS BROWN TREASURER 1.00 1.00 X X 0 0 0 SPENCER DICKSON SECRETARY 1.00 1.00 X X 0 0 0 AZZA ABUSEIF MEMBER (THRU 6/30) 1.00 X 0 0 0 RICHARD J ADAMS JR MEMBER (THRU 12/31) 1.00 X 0 0 0 CANDICE COPPLE MEMBER (THRU 6/30) 1.00 X 0 0 0 ANDRIA FOURLIS MEMBER (THRU 6/30) 1.00 X 0 0 0 PAULA J GIBSON MEMBER (THRU 6/30) 1.00 X 0 0 0 ADAM GUNDERSON MEMBER (THRU 6/30) 1.00 X 0 0 0 KINA HARDING MEMBER (THRU 6/30) 1.00 X 0 0 0 LISA HEGEMAN MEMBER (THRU 6/30) 1.00 X 0 0 0 FRANCISCO HEREDIA MEMBER (THRU 12/31) 1.00 X 0 0 0 CHRISTOPHER A JONES MEMBER (THRU 6/30) 1.00 X 0 0 0 VERONICA LEWIS MEMBER (THRU 6/30) 1.00 X 0 0 0 LORI M BERQUAM MEMBER (THRU 6/30) 1.00 X 0 0 0 SETH P MARTY JR MEMBER (THRU 6/30) 1.00 X 0 0 0 DEBERA MILLER MIDDLETON MEMBER (THRU 6/30) 1.00 X 0 0 0 JON MOTON MEMBER (THRU 6/30) 1.00 X 0 0 0 KEVIN R NIELSEN MEMBER (THRU 6/30) 1.00 X 0 0 0 GREGORY NISKA MEMBER (THRU 6/30) 1.00 X 0 0 0 JAKE PINHOLSTER MEMBER (THRU 6/30) 1.00 X 0 0 0 TAMMY ROBINSON MEMBER (THRU 6/30) 1.00 X 0 0 0 ANDREW C SARAT MEMBER (THRU 6/30) 1.00 X 0 0 0 MARK YOUNG PRESIDENT & CEO 20.00 20.00 X 98083 0 15344 ALLISON JOHNSON CHIEF FINANCIAL OFFICER 30.00 30.00 X 68558 0 13868 DANA HICKS CHIEF OPERATING OFFICER 30.00 30.00 X 0 0 0 166641 0 29212 0 0 0 0 0 551926 905080 25660 1457006 MANAGEMENT FEE REVENUE 561000 216020 216020 216020 69917 69917 662068 659380 2688 2688 2688 OTHER INCOME 561499 19105 19105 19105 1764736 0 0 307730 30000 30000 164197 164197 195852 28356 167496 681160 470894 91509 118757 46478 37141 3856 5481 97224 80063 5351 11810 59141 41399 11828 5914 6769 6769 77422 77422 19771 19771 50050 50050 122544 22597 83026 16921 78357 78357 117805 78697 39108 12606 222 2767 9617 16847 12916 3931 125907 75545 37771 12591 17256 5654 11602 EVENT EXPENSES 4587 4587 OTHER 2776 2776 1926749 1055044 640564 231141 956177 512009 22188 43406 717084 309449 9478 97522 3703 1454 2498798 1376323 1237205 1122475 2962437 2306410 83685 73046 5991957 4465771 79199 45186 333000 333000 1486526 465062 1898725 843248 X 2931312 3391146 1161920 231377 4093232 3622523 5991957 4465771 X -162013 149503 -458199 X X 0 1 X 1 0 X 4211474 4395161 4126840 1296838 905080 14935393 763475 551926 1315401 4211474 4395161 4126840 2060313 1457006 16250794 16250794 60313 58947 23661 26101 69917 238939 560 19105 19665 16509398 494677 0.98430 0.98690 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2021 AMOUNT: $ 560. 2022 AMOUNT: $ 19,105. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 671846 28174 700020 760579 -88733 671846 664123 102879 6423 760579 628229 35894 664123 639498 42991 48718 5542 628229 0 0 12475 12475 1522000 746455 775545 670569 347277 323292 286754 275591 11163 7000 7000 0 1122475 CASH HELD IN TRUST 43406 DONOR DESIGNATIONS PAYABLES 421656 465062 X PART V, LINE 4: TO PROVIDE AN INSTRUMENT FOR LONG TERM AND DEFERRED DONATIONS. EACH YEAR, 4% OF ENDOWMENT FUND BALANCE WILL BE ALLOCATED TO A QUALIFIED MEMBER AGENCY. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND, THEREFORE, HAVE NO PROVISION FOR FEDERAL INCOME TAXES. IN ADDITION, MESA UNITED WAY QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE IRC AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME (UBTI) WOULD BE TAXABLE. THE ORGANIZATION FOLLOWS THE ACCOUNTING STANDARD FOR UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S POLICY WITH RESPECT TO THE STANDARD PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PRINCIPLES FOR THE FINANCIAL STATEMENTS RECOGNITION AND MEASUREMENT OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN THAT ARE NOT CERTAIN TO BE REALIZED. THIS POLICY HAD NO IMPACT ON MESA UNITED WAY'S FINANCIAL STATEMENTS. MESA UNITED WAY FILES AS A TAX-EXEMPT ORGANIZATION. 1 FOSTERING HEROES FOUNDATION 21001 N TATUM BLVD STE 1630-476 PHOENIX AZ 85050 921538612 501(C)(3) 30000 0 COWBOY CAMP BOOKS & EDUCATIONAL MATERIALS 5404 34160 N/A N/A DIRECT ASSISTANCE - CLOTHING, FOOD, HOUSING AND OTHER LIVING COSTS 3765 104377 25660 FMV FOOD, LODGING, TRAVEL EXP, BASIC NECESSITIES, PART I, LINE 2: AN INDEPENDENT COMMITTEE REVIEWS APPLICATIONS FOR FUNDING FROM VARIOUS ORGANIZATIONS ON AN ANNUAL BASIS. FUNDING AMOUNTS ARE BASED ON THE OVERALL STRENGTH OF THE ORGANIZATIONS PROGRAM, THEIR OVERHEAD LEVEL, AND AUDIT RESULTS. ORGANIZATIONS SUBMIT A QUARTERLY REPORT ON THE STATUS OF THE PROGRAM BEING FUNDED. THE REPORTS ARE REVIEWED FOR ADEQUACY AND FUNDS, FOR THAT QUARTER, ARE SUBSEQUENTLY DISTRIBUTED. X 25660 IRS CHART 0 1 0 FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF THE OFFICERS OF THE BOARD, IMMEDIATE PASTCHAIR, CAMPAIGN CHAIR OR COCHAIRS, AND SUCH OTHER MEMBERS AS APPROVED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE SHALL BE RESPONSIBLE FOR THE HIRING, OVERSIGHT AND REMOVAL OF THE PRESIDENT/CEO OF MUW. AN AFFIRMATIVE VOTE OF 3/4 THE TOTAL NUMBER OF EXECUTIVE COMMITTEE MEMBERS IS REQUIRED FOR EITHER HIRING OR REMOVAL OF THE PRESIDENT/CEO. THE EXECUTIVE COMMITTEE'S DUTIES ALSO INCLUDE SUPERVISING AND DIRECTING THE WORK AND ADMINISTRATION OF THE CEO, SUBJECT TO THE APPROVAL OF THE BOARD OF DIRECTORS. IN ANY EMERGENCY IT SHALL HAVE ALL OF THE POWERS OF THE BOARD, EXCEPT THAT IT SHALL NOT REVERSE ANY ACTION OF THE BOARD. ANY EMERGENCY ACTION TAKEN SHALL BE RATIFIED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS THE DRAFTS OF THE AUDITED FINANCIAL STATEMENTS AND FORM 990 SUBMITTED FROM THE INDEPENDENT ACCOUNTING FIRM. BASED ON THEIR REVIEW, THE AUDIT COMMITTEE RECOMMENDS ACCEPTANCE OR REJECTION OF THE FORM 990 TO THE EXECUTIVE COMMITTEE. A MOTION TO ACCEPT OR REJECT THE FORM 990 IS PUT TO THE GENERAL BOARD ALONG WITH THE AUDIT COMMITTEE'S RECOMMENDATIONS AND A COPY OF THE DRAFTED FORM 990 PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH FISCAL YEAR, ALL BOARD MEMBERS ARE REQUIRED TO SIGN AND DATE A NEW COPY OF THE CODE OF ETHICS. THE CODE OF ETHICS SPECIFICALLY REQUESTS THAT A BOARD MEMBER DIVULGE ANY AND ALL PERSONS OR ENTITIES WITH WHOM THEY HAVE A PERSONAL RELATIONSHIP THAT ALSO SHARES A RELATIONSHIP WITH THE ORGANIZATION. ALL STAFF MEMBERS MUST SIGN A NEW COPY OF THE ORGANIZATION'S PERSONNEL POLICIES AND PROCEDURES HANDBOOK EACH FISCAL YEAR. ALL TRANSACTION AND VENDOR NEGOTIATIONS ARE CONDUCTED AT ARM'S LENGTH. THREE COMPETING BIDS ARE REQUIRED FOR ANY POTENTIAL EXPENDITURE OVER $10,000. BOARD MEMBERS WHO ARE A RELATED PARTY TO ANY TRANSACTION ARE NOT ALLOWED TO VOTE ON THAT TRANSACTION. CONFLICTS ARE MONITORED AND ENFORCED CONTINUOUSLY AND BROUGHT TO THE ATTENTION OF MANAGEMENT AND THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS FORM A SEARCH COMMITTEE MADE UP OF BOARD MEMBERS AND NONMEMBERS. THIS SEARCH COMMITTEE REVIEWS DEMOGRAPHIC DATA FOR COMPENSATION LEVELS OF CEO'S IN SIMILAR SIZED ORGANIZATIONS AND SUBSEQUENTLY RECOMMENDS A COMPENSATION LEVEL TO THE EXECUTIVE COMMITTEE. ONCE APPROVED BY THE EXECUTIVE COMMITTEE, THE RECOMMENDATION IS MADE TO THE FULL BOARD OF DIRECTORS FOR A VOTE. THE LAST COMPENSATION REVIEW/UPDATE PROCESS WAS COMPLETED IN JUNE 2019. COMPENSATION FOR ALL OTHER POSITIONS IN THE ORGANIZATION IS DETERMINED BY THE CEO WHO REVIEWS COMPENSATION LEVELS FOR SIMILAR POSITIONS IN SIMILARLY SIZED ORGANIZATIONS. BOARD MEMBERS MAY BE CONSULTED, BUT BOARD APPROVAL IS NOT REQUIRED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF INTEREST IN CHARITABLE REMAINDER TRUSTS -10,639. PROVISION FOR UNCOLLECTIBLE PROMISES TO GIVE -60,911. CORRECTION OF AN ERROR -386,649. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. HELENS HOPE CHEST 137 E UNIVERSITY DR MESA AZ 85201 464747933 FOSTER CHILD SUPPORT AZ 501(C)(3) LINE 7 MESA UNITED WAY INC 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 HELENS HOPE CHEST Q 649046 CASH HELENS HOPE CHEST L 216020 CASH