VALLEY OF THE SUN UNITED WAY: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: VALLEY OF THE SUN UNITED WAY (EIN 86-0104419)
Tax period: 2014-07-01 to 2015-06-30
Filed: 2015-10-28
IRS object ID: 201533019349300243
Schema version: 2014v5.0
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 D
Schedule I
Schedule J
Schedule M
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-10-28T16:39:32-05:00	ReturnTs
Tax Period End	2015-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ERNST & YOUNG US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	TWO NORTH CENTRAL AVENUE STE 2300	AddressLine1Txt
City	PHOENIX	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85004	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2014-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	860104419	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Valley of the Sun United Way	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% TANYA MUNIZ	InCareOfNm
Business Name Control	VALL	BusinessNameControlTxt
Phone	6026314800	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3200 EAST CAMELBACK ROAD SUITE 375	AddressLine1Txt
City	PHOENIX	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85018	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	TANYA MUNIZ	PersonNm
Person Title	CFO	PersonTitleTxt
Signature	2015-10-28	SignatureDt

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	BRENDA GRIESEMER	PreparerPersonNm
PTIN	P00264669	PTIN
Phone	6023223000	PhoneNum

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-04-25 22:37:26Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Address Change	Yes (X)	AddressChangeInd
Principal Officer	MERL WASCHLER	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3200 E CAMELBACK RD STE 375	AddressLine1Txt
City	PHOENIX	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85018	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$126,934,892	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.VSUW.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1925	FormationYr
Legal Domicile State	AZ	LegalDomicileStateCd
Activity Or Mission	IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. SEE SCHEDULE O FOR FURTHER DETAIL.	ActivityOrMissionDesc
Voting Members Governing Body	43	VotingMembersGoverningBodyCnt
Voting Members Independent	43	VotingMembersIndependentCnt
Total Employee	162	TotalEmployeeCnt
Total Volunteers	14184	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$113,209,344	PYContributionsGrantsAmt
CY Contributions Grants	$119,967,817	CYContributionsGrantsAmt
PY Program Service Revenue	$648,083	PYProgramServiceRevenueAmt
CY Program Service Revenue	$643,110	CYProgramServiceRevenueAmt
PY Investment Income	$2,086,548	PYInvestmentIncomeAmt
CY Investment Income	$5,616,964	CYInvestmentIncomeAmt
PY Other Revenue	$198,864	PYOtherRevenueAmt
CY Other Revenue	$217,001	CYOtherRevenueAmt
PY Total Revenue	$116,142,839	PYTotalRevenueAmt
CY Total Revenue	$126,444,892	CYTotalRevenueAmt
PY Grants And Similar Paid	$95,927,473	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$105,057,814	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$8,906,132	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$10,568,205	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$4,705,062	CYTotalFundraisingExpenseAmt
PY Other Expenses	$4,705,767	PYOtherExpensesAmt
CY Other Expenses	$5,594,450	CYOtherExpensesAmt
PY Total Expenses	$109,539,372	PYTotalExpensesAmt
CY Total Expenses	$121,220,469	CYTotalExpensesAmt
PY Revenues Less Expenses	$6,603,467	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$5,224,423	CYRevenuesLessExpensesAmt
Total Assets BOY	$91,840,061	TotalAssetsBOYAmt
Total Assets EOY	$90,731,946	TotalAssetsEOYAmt
Total Liabilities BOY	$28,915,086	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$25,065,046	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$62,924,975	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$65,666,900	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$87,453,704	ExpenseAmt
Grant	$87,453,704	GrantAmt
Revenue	$0	RevenueAmt
Desc	GRANTS, ALLOCATIONS, AND DISTRIBUTIONS TO HEALTH AND HUMAN SERVICE PROGRAMS AND VSUW COMMUNITY OBJECTIVES. SEE SCHEDULE O FOR FURTHER DETAIL.	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$17,604,110	ExpenseAmt
Grant	$17,604,110	GrantAmt
Revenue	$643,110	RevenueAmt
Desc	DESIGNATIONS TO VARIOUS COMMUNITY NON-PROFIT ORGANIZATIONS. SEE SCHEDULE O FOR FURTHER DETAIL.	Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

Field	Value	IRS element (for citing)
Expense	$7,306,294	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$0	RevenueAmt
Desc	PROGRAM ACTIVITIES SUPPORTING COMMUNITY INITIATIVES. SEE SCHEDULE O FOR FURTHER DETAIL.	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$112,364,108	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	Yes (true)	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Temp Or Permanent Endowments	Yes (true)	TempOrPermanentEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (true)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With Officer Ent	false	BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	1234	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	162	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings	false	DAFExcessBusinessHoldingsInd
Taxable Distributions	false	TaxableDistributionsInd
Distribution To Donor	false	DistributionToDonorInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	43	GoverningBodyVotingMembersCnt
Independent Voting Member	43	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	AZ	StatesWhereCopyOfReturnIsFldCd
Own Website	Yes (X)	OwnWebsiteInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	TANYA MUNIZ	PersonNm
Phone	6026314800	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3200 E CAMELBACK ROAD SUITE 375	AddressLine1Txt
City	PHOENIX	CityNm
State Abbreviation	AZ	StateAbbreviationCd
ZIP	85018	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (54 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
PAMELA CONBOY
DIRECTOR / BOARD CHAIR	4.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
STEVE EVANS
DIRECTOR / SECRETARY	4.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
THOMAS FRANZ
DIRECTOR / TREASURER	4.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
ARMANDO ROMAN
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
BETTINA NAVA
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
BRAD SMITH
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
Bridget Olesiewicz
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
CANDACE WIEST
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
CARL LANDRUM
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
CARLOS GONZALEZ
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
CHRISTINE WILKINSON
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
DERRICK HALL
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
DONALD SMITH JR CPCU
DIRECTOR / INCOMING CHAIR	2.0	0.0	Yes (X)		$0	$0	$0
ED OXFORD
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
EILEEN KLEIN
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
ELLIOT GARBUS
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
Farzana Scofield
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
GONZALO DE LA MELENA JR
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
HOPE LEVIN
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
JEFF ENGLAND
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
JOHN BOUMA
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
JOHN GRAHAM
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
JOHN HOOPES
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
JUANITA NITA FRANCIS
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
KATHLEEN QUIRK
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
KATHY HANCOCK
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
KENT SCRIBNER
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
Kevin Moran
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
MARGIE EMMERMANN
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
MARK SCHIAVONI
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
MARY ALEXANDER
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
MATTHEW WANDOLOSKI
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
MICHAEL BIELECKI
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
MIKE MILLER
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
MIKE TULLY
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
PETE GORRAIZ
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
RICK KUHLE
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
RICK NAIMARK
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
Rob Schaffer
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
Ruben Alvarez
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
RUFUS GLASPER
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
STEVE Purves
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
STEVE WHEELER
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
SUSAN FRANK
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
Todd Sanders
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
TOM SIMPLOT
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
VINCE ROIG
DIRECTOR	2.0	0.0	Yes (X)		$0	$0	$0
MERL WASCHLER
PRESIDENT AND CEO	60.0	0.0		Yes (X)	$421,812	$0	$37,975
KATHERINE CECALA
CHIEF OPERATING OFFICER	60.0	0.0		Yes (X)	$233,831	$0	$28,184
TANYA MUNIZ
CHIEF FINANCIAL OFFICER	60.0	0.0		Yes (X)	$145,233	$0	$23,730
BRIAN SPICKER
SENIOR VP OF COMMUNITY IMPACT	60.0	0.0			$203,447	$0	$27,775	Yes (X)
NANCY DEAN
SENIOR VP RESOURCE DEVELOPMENT	60.0	0.0			$195,649	$0	$33,802	Yes (X)
KEN BROOKS
CHIEF INFORMATION OFFICER	60.0	0.0			$167,243	$0	$7,670	Yes (X)
TAMERA SKROVAN
SENIOR VP OF MARKETING	60.0	0.0			$148,417	$0	$8,551	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,515,632	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$167,687	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	7	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
Asylum-Pipeline
9775 NORTH 93RD WAY STE 258	SCOTTSDALE	AZ	85258	MEDIA SERVICES	$172,539
Ernst Young LLP
3712 SOLUTIONS CENTER	CHICAGO	IL	606773007	AUDIT SERVICES	$162,941
TLC Technical LLC
PO BOX 792	GILBERT	AZ	85299	IT CONSULTING	$134,640

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	3	CntrctRcvdGreaterThan100KCnt
Federated Campaigns	$1,717,833	FederatedCampaignsAmt
Fundraising	$0	FundraisingAmt
Government Grants	$68,980,801	GovernmentGrantsAmt
All Other Contributions	$49,269,183	AllOtherContributionsAmt
Noncash Contributions	$6,667,464	NoncashContributionsAmt
Total Contributions	$119,967,817	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	DONOR DESIGNATED FUNDS PROCESSING FEES	Desc
Business	900099	BusinessCd
Total Revenue Column	$643,110	TotalRevenueColumnAmt
Related Or Exempt Func Income	$643,110	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$643,110	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,055,499	TotalRevenueColumnAmt
Exclusion	$2,055,499	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$991,465	SecuritiesAmt
Other	$3,060,000	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Other	$490,000	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$991,465	SecuritiesAmt
Other	$2,570,000	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,561,465	TotalRevenueColumnAmt
Exclusion	$3,561,465	ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	Misc Revenue	Desc
Business	900099	BusinessCd
Total Revenue Column	$217,001	TotalRevenueColumnAmt
Related Or Exempt Func Income	$217,001	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$217,001	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$126,444,892	TotalRevenueColumnAmt
Related Or Exempt Func Income	$860,111	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$5,616,964	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$104,026,954	TotalAmt
Program Services	$104,026,954	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$1,030,860	TotalAmt
Program Services	$1,030,860	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$753,258	TotalAmt
Program Services	$210,334	ProgramServicesAmt
Management And General	$396,994	ManagementAndGeneralAmt
Fundraising	$145,930	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$7,345,569	TotalAmt
Program Services	$3,435,176	ProgramServicesAmt
Management And General	$1,618,041	ManagementAndGeneralAmt
Fundraising	$2,292,352	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$46,287	TotalAmt
Program Services	$20,902	ProgramServicesAmt
Management And General	$11,281	ManagementAndGeneralAmt
Fundraising	$14,104	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$1,839,845	TotalAmt
Program Services	$832,850	ProgramServicesAmt
Management And General	$459,919	ManagementAndGeneralAmt
Fundraising	$547,076	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$583,246	TotalAmt
Program Services	$264,722	ProgramServicesAmt
Management And General	$143,529	ManagementAndGeneralAmt
Fundraising	$174,995	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$29,329	TotalAmt
Program Services	$2,753	ProgramServicesAmt
Management And General	$24,666	ManagementAndGeneralAmt
Fundraising	$1,910	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$147,941	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$147,941	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Fundraising	$0	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$44,276	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$44,276	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$349,968	TotalAmt
Program Services	$235,516	ProgramServicesAmt
Management And General	$43,494	ManagementAndGeneralAmt
Fundraising	$70,958	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$643,148	TotalAmt
Program Services	$262,333	ProgramServicesAmt
Management And General	$218,980	ManagementAndGeneralAmt
Fundraising	$161,835	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$508,906	TotalAmt
Program Services	$242,828	ProgramServicesAmt
Management And General	$106,693	ManagementAndGeneralAmt
Fundraising	$159,385	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$439,291	TotalAmt
Program Services	$239,397	ProgramServicesAmt
Management And General	$130,086	ManagementAndGeneralAmt
Fundraising	$69,808	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$983,537	TotalAmt
Program Services	$473,820	ProgramServicesAmt
Management And General	$199,497	ManagementAndGeneralAmt
Fundraising	$310,220	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$76,521	TotalAmt
Program Services	$42,550	ProgramServicesAmt
Management And General	$4,233	ManagementAndGeneralAmt
Fundraising	$29,738	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$204,758	TotalAmt
Program Services	$127,051	ProgramServicesAmt
Management And General	$34,779	ManagementAndGeneralAmt
Fundraising	$42,928	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$464,678	TotalAmt
Program Services	$163,303	ProgramServicesAmt
Management And General	$188,075	ManagementAndGeneralAmt
Fundraising	$113,300	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$524,671	TotalAmt
Program Services	$248,645	ProgramServicesAmt
Management And General	$110,103	ManagementAndGeneralAmt
Fundraising	$165,923	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$64,554	TotalAmt
Program Services	$27,906	ProgramServicesAmt
Management And General	$17,379	ManagementAndGeneralAmt
Fundraising	$19,269	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
PRINTING AND PUBLICATIONS	$462,128	$293,201	$24,777	$144,150
OTHER FEES-PAYROLL, BANK	$270,757	$86,450	$124,543	$59,764
SPECIAL EVENTS	$233,245	$39,974	$45,152	$148,119
ALL OTHER EXPENSES	$146,742	$56,583	$56,861	$33,298

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$121,220,469	TotalAmt
Program Services	$112,364,108	ProgramServicesAmt
Management And General	$4,151,299	ManagementAndGeneralAmt
Fundraising	$4,705,062	FundraisingAmt

Total Joint Costs TotalJointCostsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$11,274,486	BOYAmt
EOY	$13,304,851	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$18,985,349	BOYAmt
EOY	$16,698,698	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$1,113,247	BOYAmt
EOY	$256,413	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$3,072,792	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$870,230	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$1,590,598	BOYAmt
EOY	$2,202,562	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$58,876,381	BOYAmt
EOY	$58,269,422	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$91,840,061	BOYAmt
EOY	$90,731,946	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$11,407,085	BOYAmt
EOY	$11,544,827	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$17,508,001	BOYAmt
EOY	$13,520,219	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$28,915,086	BOYAmt
EOY	$25,065,046	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$47,703,213	BOYAmt
EOY	$48,067,543	EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,105,429	BOYAmt
EOY	$2,432,012	EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$14,116,333	BOYAmt
EOY	$15,167,345	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$62,924,975	BOYAmt
EOY	$65,666,900	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$91,840,061	BOYAmt
EOY	$90,731,946	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$5,224,423	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$3,030,629	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$548,131	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	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	$69,993,209	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$83,146,567	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$102,956,190	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$113,209,344	CurrentTaxYearMinus1YearAmt
Current Tax Year	$119,967,817	CurrentTaxYearAmt
Total	$489,273,127	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$69,993,209	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$83,146,567	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$102,956,190	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$113,209,344	CurrentTaxYearMinus1YearAmt
Current Tax Year	$119,967,817	CurrentTaxYearAmt
Total	$489,273,127	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$0	SubstantialContributorsTotAmt
Public Support Total170	$489,273,127	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$999,676	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,263,861	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,445,606	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,588,683	CurrentTaxYearMinus1YearAmt
Current Tax Year	$2,055,499	CurrentTaxYearAmt
Total	$7,353,325	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$496,626,452	TotalSupportAmt
Gross Receipts Rltd Activities	$2,230,674	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.98519	PublicSupportCY170Pct
Public Support PY170	0.98712	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 D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	2	DonorAdvisedFundsHeldCnt
Donor Advised Funds Vl EOY	$36,303	DonorAdvisedFundsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (true)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (true)	DisclosedForCharitablePrpsInd
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$45,365,202	BeginningYearBalanceAmt
Contributions	$1,179,646	ContributionsAmt
Investment Earnings Or Losses	-$94,161	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,514,189	OtherExpendituresAmt
End Year Balance	$44,936,498	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$39,411,852	BeginningYearBalanceAmt
Contributions	$300,625	ContributionsAmt
Investment Earnings Or Losses	$7,071,167	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,418,442	OtherExpendituresAmt
End Year Balance	$45,365,202	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$36,334,757	BeginningYearBalanceAmt
Contributions	$4,609	ContributionsAmt
Investment Earnings Or Losses	$4,374,510	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,302,024	OtherExpendituresAmt
End Year Balance	$39,411,852	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$37,286,105	BeginningYearBalanceAmt
Contributions	$74,260	ContributionsAmt
Investment Earnings Or Losses	-$143,308	InvestmentEarningsOrLossesAmt
Other Expenditures	$882,300	OtherExpendituresAmt
End Year Balance	$36,334,757	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$0	BeginningYearBalanceAmt
Contributions	$33,452,605	ContributionsAmt
Investment Earnings Or Losses	$4,385,337	InvestmentEarningsOrLossesAmt
Other Expenditures	$551,837	OtherExpendituresAmt
End Year Balance	$37,286,105	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.66250	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.33750	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd
Land		LandGrp

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$273,721	OtherCostOrOtherBasisAmt
Depreciation	$17,659	DepreciationAmt
Book Value	$973,459	BookValueAmt

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovementsGrp

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,199,309	OtherCostOrOtherBasisAmt
Depreciation	$367,203	DepreciationAmt
Book Value	$832,106	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$1,599,762	OtherCostOrOtherBasisAmt
Depreciation	$485,368	DepreciationAmt
Book Value	$396,997	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$2,202,562	TotalBookValueLandBuildingsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt
Total Liability	$0	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$106,150,150	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	-$3,030,629	NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts	$384,273	DonatedServicesAndUseFcltsAmt
Other Revenue	-$17,604,110	OtherRevenueAmt
Revenue Not Reported	-$20,250,466	RevenueNotReportedAmt
Revenue Subtotal	$126,400,616	RevenueSubtotalAmt
Investment Expenses Not Incld	$44,276	InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt	$44,276	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$126,444,892	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$103,956,356	TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts	$384,273	DonatedServicesUseFcltsAmt
Other Expenses Included	-$17,604,110	OtherExpensesIncludedAmt
Expenses Not Reported	-$17,219,837	ExpensesNotReportedAmt
Expenses Subtotal	$121,176,193	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$44,276	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$44,276	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$121,220,469	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, 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.
SCHEDULE D, PART X, LINE 2	MANAGEMENT IS OF THE OPINION THAT SUBSTANTIALLY ALL OF THE ORGANIZATION'S ACTIVITIES ARE RELATED TO ITS TAX-EXEMPT PURPOSE, AND NO MATERIAL UNCERTAIN TAX POSITIONS HAVE BEEN IDENTIFIED OR RECORDED IN THE FINANCIAL STATEMENTS AT JUNE 30, 2015 AND 2014.
SCHEDULE D, PART XI, LINE 2D	$(17,604,110) - DONOR DESIGNATIONS MADE ON BEHALF OF/TO OTHER AGENCIES THAT ARE NOT INCLUDED AS REVENUE ON THE FINANCIAL STATEMENTS BUT ARE RECOGNIZED ON THE 990.
SCHEDULE D, PART XII, LINE 2D	$(17,604,110) - DONOR DESIGNATIONS MADE ON BEHALF OF/TO OTHER AGENCIES THAT ARE NOT INCLUDED AS REVENUE ON THE FINANCIAL STATEMENTS BUT ARE RECOGNIZED ON THE 990.

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (100 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Non Cash AssistanceNonCashAssistanceAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc	Purpose Of GrantPurposeOfGrantTxt
1n10 Inc
4121 N Seventh Ave	Phoenix	AZ	85013	860256667	501(C)(3)	$18,000	$700	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
A New Leaf Foundation
868 E University Dr	Mesa	AZ	85203	860470300	501(C)(3)	$306,844	$10,856	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Adelante Healthcare
16551 N Dysart Rd	Surprise	AZ	85374	860377821	501(C)(3)	$10,480	$14,972	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Aid To Adoption Of Special Kids
2320 N 20th St	Phoenix	AZ	85006	860611935	501(C)(3)	$69,000	$38,150	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Alzheimer's Association - AZ
1028 E McDowell Rd	Phoenix	AZ	85006	860402582	501(C)(3)	$13,021				PROGRAM SUPPORT
American Cancer Society - AZ
4550 E Bell Rd	Phoenix	AZ	85032	841316555	501(C)(3)	$61,119				PROGRAM SUPPORT
American Red Cross
6135 N Black Canyon	Phoenix	AZ	85015	530196605	501(C)(3)	$440,000	$11,850	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Arizona Bridge to Independent Living
5025 E Washington St	Phoenix	AZ	85034	860486447	501(C)(3)	$0	$22,963	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Arizona Center for Afterschool Excellence
112 N Central Ave	Phoenix	AZ	85004	861009220	501(C)(3)	$69,429				PROGRAM SUPPORT
Arizona Center for the Blind
3100 E Roosevelt St	Phoenix	AZ	85008	860133392	501(C)(3)	$18,475				PROGRAM SUPPORT
Arizona Children Association of Phoenix
2833 N Third St	Phoenix	AZ	85004	860096772	501(C)(3)	$39,200				PROGRAM SUPPORT
Arizona Community Foundation
2201 E Camelback Rd	Phoenix	AZ	85016	860348306	501(C)(3)	$10,417				PROGRAM SUPPORT
Arizona Foundation for the Handicapped
3146 E Windsor Ave	Phoenix	AZ	85008	860180419	501(C)(3)	$24,900	$4,447	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Arizona Housing
230 S 12th Ave	Phoenix	AZ	85007	860811431	501(C)(3)	$260,000				PROGRAM SUPPORT
Arizona Kids Think Too
2345 E Thomas Rd	Phoenix	AZ	85016	860104417	501(C)(3)	$166,653	$24,350	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Arizona Literacy & Learning Center Inc
2833 N 3rd St	Phoenix	AZ	85004	861032912	501(C)(3)	$234,740				PROGRAM SUPPORT
Arizona State University
411 N Central Ave	Phoenix	AZ	85004	866051042	501(C)(3)	$30,740				PROGRAM SUPPORT
Arizona State University Foundation
411 N Central Ave	Phoenix	AZ	85004	866051042	501(C)(3)	$10,000				PROGRAM SUPPORT
Arizona State University Prep Academy
411 N Central Ave	Phoenix	AZ	85004	866051042	501(C)(3)	$0	$10,440	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Arizona Women's Education & Employment
640 N 1st Ave	Phoenix	AZ	85003	860412509	501(C)(3)	$0	$9,370	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Association for Supportive Child Care
3910 S Rural Rd	Tempe	AZ	85282	860332919	501(C)(3)	$4,825,958	$37,311	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Balsz School District
4825 E Roosevelt St	Phoenix	AZ	85008	866000495	501(C)(3)	$60,091	$1,181	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Banner Olive Branch Senior Center
11250 N 107th Ave	Sun City	AZ	85351	942745413	501(C)(3)	$4,200	$9,333	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Banner Poison Control Center
1111 E McDowell Rd	Phoenix	AZ	85006	450233470	501(C)(3)	$9,068	$4,580	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Big Brothers Big Sisters of Central AZ
1010 E McDowell Rd	Phoenix	AZ	85006	860205254	501(C)(3)	$410,000	$18,210	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Boy Scouts of America Grand Canyon
2969 N Greenfield Rd	Phoenix	AZ	85016	861010295	501(C)(3)	$229,620				PROGRAM SUPPORT
Boys and Girls Clubs of Metro
2645 N 24th St	Phoenix	AZ	85008	860107639	501(C)(3)	$955,326	$38,469	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Boys and Girls Clubs of Scottsdale
10533 E Lakeview Dr	Scottsdale	AZ	85258	860133718	501(C)(3)	$237,136				PROGRAM SUPPORT
Boys and Girls Clubs of the East Valley
1405 E Guadalupe Rd	Tempe	AZ	85283	860550646	501(C)(3)	$391,000	$16,682	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Catholic Charities Community Service
4747 N 7th Ave	Phoenix	AZ	85013	860239999	501(C)(3)	$54,305	$65,134	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Central Arizona Shelter Services
230 S 12th Ave	Phoenix	AZ	85007	860500753	501(C)(3)	$776,244	$234	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Chandler Christian Community
230 S 12th Ave	Phoenix	AZ	85007	860428780	501(C)(3)	$181,401	$7,368	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
ChandlerGilbert ARC
3250 N San Marcos Pl	Chandler	AZ	85225	860446774	501(C)(3)	$16,085				PROGRAM SUPPORT
Chicanos Por La Causa - Phoenix
1112 E Buckeye Rd	Phoenix	AZ	85034	860227210	501(C)(3)	$130,751	$30,417	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Child Crisis Center East Valley
817 N Country Club Dr	Mesa	AZ	85211	860407090	501(C)(3)	$116,150	$8,000	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Chrysalis Shelter for Victims of DV
1010 E McDowell Rd	Phoenix	AZ	85006	860447620	501(C)(3)	$61,325	$4,988	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
City of Phoenix
1802 W Encanto Blvd	Phoenix	AZ	85007	290018580	government	$5,313	$20,436	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Community Bridges Inc
1811 S Alma School Rd	Mesa	AZ	85210	860823871	501(C)(3)	$407,228				PROGRAM SUPPORT
Community Information and Referral
2200 N Central Ave	Phoenix	AZ	85004	860374813	501(C)(3)	$300	$11,021	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Community Legal Services Inc
305 S 2nd Ave	Phoenix	AZ	85003	860166615	501(C)(3)	$168,000	$12,689	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Desert Mission Inc
9100 N 2nd St	Phoenix	AZ	85020	860096941	501(C)(3)	$32,328	$20,425	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Dysart Community Center
14414 N El Mirage Rd	El Mirage	AZ	85335	866031134	501(C)(3)	$87,620	$832	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
East Valley Adult Resources
45 W University	Mesa	AZ	85201	942596075	501(C)(3)	$21,193				PROGRAM SUPPORT
East Valley Jewish Community Center
908 N Alma School	Chandler	AZ	85224	860618301	501(C)(3)	$20,000	$498	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
EMPACTSuicide Prevention Center
1232 E Broadway Rd	Tempe	AZ	85282	742562293	501(C)(3)	$20,000				PROGRAM SUPPORT
Family Service Agency
2400 N Central Ave	Phoenix	AZ	85004	860096792	501(C)(3)	$38,507				PROGRAM SUPPORT
Florence Crittenton Services
715 W Mariposa St	Phoenix	AZ	85013	860103282	501(C)(3)	$80,000	$3,624	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Foundation For Blind Children
1235 E Harmont Dr	Phoenix	AZ	85020	860129981	501(C)(3)	$288,161				PROGRAM SUPPORT
Foundation for Senior Living
1201 E Thomas Rd	Phoenix	AZ	85014	860411904	501(C)(3)	$0	$15,695	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Free Arts of Arizona
103 W Highland Ave	Phoenix	AZ	85013	860739613	501(C)(3)	$107,500	$500	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Fresh Start Community Services
1008 E Buckeye Rd	Phoenix	AZ	85034	331093789	501(C)(3)	$0	$20,545	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Friendly House Inc
802 S First Ave	Phoenix	AZ	85003	860120506	501(C)(3)	$494,103	$180,350	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Gabriel's Angels
1550 E Maryland Ave	Phoenix	AZ	85014	860991198	501(C)(3)	$27,500				PROGRAM SUPPORT
Girl Scouts - AZ Cactus-Pine
119 E Coronado Rd	Phoenix	AZ	85004	860133397	501(C)(3)	$234,581	$1,640	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Greater Phoenix Urban League
1402 S 7th Ave	Phoenix	AZ	85007	860124189	501(C)(3)	$42,385				PROGRAM SUPPORT
Hemophilia Association Inc
818 E Osborn Rd	Phoenix	AZ	85014	860209257	501(C)(3)	$10,000	$9,790	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Homeward Bound
2302 W Colter St	Phoenix	AZ	85015	860660875	501(C)(3)	$207,000				PROGRAM SUPPORT
Improving Chandler Area Neighborhoods
201 S Washington St	Chandler	AZ	85225	860761030	501(C)(3)	$51,000	$1,480	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Jewish Family and Children's Services
4747 N 7th St	Phoenix	AZ	85014	860096781	501(C)(3)	$0	$25,712	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Jobs for Arizona Graduates
PO Box 10937	Scottsdale	AZ	85271	860669709	501(C)(3)	$842,215	$26,460	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Labors Community Service Agency
5818 N 7th St	Phoenix	AZ	85014	860300832	501(C)(3)	$205,601	$612	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Lodestar Day Resource Center
1125 W Jackson St	Phoenix	AZ	85007	260235106	501(C)(3)	$366,703				PROGRAM SUPPORT
Maricopa County Youth Genesis
234 N Central Ave	Phoenix	AZ	85004	866000472	501(C)(3)	$0	$6,800	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
My Sister My Friend
1325 W Pima St	Phoenix	AZ	85007	208488475	501(C)(3)	$0	$54,810	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
National Council On Alcohol
4201 N 16th St	Phoenix	AZ	85016	860208873	501(C)(3)	$24,178				PROGRAM SUPPORT
Native American Connections
4520 N Central Ave	Phoenix	AZ	85012	860293585	501(C)(3)	$241,835	$28,247	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
New Life Center
PO Box 5005	Goodyear	AZ	85338	860635950	501(C)(3)	$52,000	$1,120	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
New Pathways For Youth Inc
1001 E Pierce St	Phoenix	AZ	85006	860615007	501(C)(3)	$100,000	$1,080	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
One Step Beyond Inc
9299 W Olive Ave	Peoria	AZ	85345	861036448	501(C)(3)	$10,000	$840	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Phoenix Cursillo Catholic Diocese
4633 N 54th St	Phoenix	AZ	85018	860849341	501(C)(3)	$0	$10,030	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Phoenix Day Child and Family Learning Ctr
115 E Tonto St	Phoenix	AZ	85004	860096782	501(C)(3)	$352,910	$11,344	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Phoenix Indian Center Inc
4520 N Central Ave	Phoenix	AZ	85012	866006566	501(C)(3)	$75,693	$3,890	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Phoenix Shanti Group
2345 W Glendale Ave	Phoenix	AZ	85021	860592079	501(C)(3)	$26,638	$8,920	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
River of Dreams
2700 N 15th Ave	Phoenix	AZ	85007	860749240	501(C)(3)	$117,525				PROGRAM SUPPORT
Salvation Army
2707 E Van Buren Ave	Phoenix	AZ	85008	941156347	501(C)(3)	$399,940	$13,251	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Save The Family Foundation of Arizona
450 W 4th Pl	Mesa	AZ	85201	860665712	501(C)(3)	$100,000	$1,710	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Society of St Vincent de Paul
420 W Watkins Rd	Phoenix	AZ	85003	860096789	501(C)(3)	$57,000	$34,400	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Sojourner Center
PO Box 20156	Phoenix	AZ	85036	942465081	501(C)(3)	$104,000				PROGRAM SUPPORT
Southwest Autism Research & Resource Ctr
300 N 18th St	Phoenix	AZ	85006	311496646	501(C)(3)	$35,000	$13,200	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Southwest Center For HIVAIDS
1144 E McDowell Rd	Phoenix	AZ	85006	860695862	501(C)(3)	$10,000	$3,330	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Southwest Human Development
2850 N 24th St	Phoenix	AZ	85008	860407179	501(C)(3)	$3,456,125				PROGRAM SUPPORT
Southwest Keys Program
2613 W Campbell Ave	Phoenix	AZ	85017	952884608	501(C)(3)	$0	$135,928	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Stardust Building Supplies Inc
1720 W Broadway Rd	Mesa	AZ	85202	860868376	501(C)(3)	$15,000	$4,720,673	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
STARS Scottsdale Training & Rehab
7507 East Osborn Rd	Scottsdale	AZ	85251	237395103	501(C)(3)	$22,098				PROGRAM SUPPORT
Step One Foundation Inc
6719 E 2ND St	Prescott	AZ	86314	582675854	501(C)(3)	$0	$126,584	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Tempe Community Action Agency
2150 E Orange St	Tempe	AZ	85281	860254820	501(C)(3)	$95,000				PROGRAM SUPPORT
Tempe Community Council
34 E 7th St	Tempe	AZ	85281	510189790	501(C)(3)	$78,034	$12,588	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
The Centers for Habilitation
215 W Lodge Dr	Tempe	AZ	85283	860217033	501(C)(3)	$14,424				PROGRAM SUPPORT
Tumbleweed Center for Youth Development
1419 N Third St	Phoenix	AZ	85004	237284153	501(C)(3)	$188,407	$6,790	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
UMOM New Day Centers
3320 E Van Buren St	Phoenix	AZ	85008	860521062	501(C)(3)	$347,265				PROGRAM SUPPORT
United Food Bank
358 E Javelina Ave	Mesa	AZ	85210	860505273	501(C)(3)	$103,145				PROGRAM SUPPORT
United Way of Tucson and Southern Arizona
PO Box 86750	Tucson	AZ	85754	860098932	501(C)(3)	$2,932,320				PROGRAM SUPPORT
Upward Foundation
6306 N 7th St	Phoenix	AZ	85014	860221195	501(C)(3)	$183,713	$50	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Valle Del Sol Inc
3807 N 7th St	Phoenix	AZ	85014	860251255	501(C)(3)	$17,843				PROGRAM SUPPORT
Valley Of The Sun YMCA
350 N 1st Ave	Phoenix	AZ	85003	860096799	501(C)(3)	$359,867	$185,100	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
VALLEYLIFE
1142 W Hatcher Rd	Phoenix	AZ	85021	860135640	501(C)(3)	$63,957	$23,870	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
Wesley Community Center
1300 S 10th St	Phoenix	AZ	85034	860133770	501(C)(3)	$159,660	$7,300	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
CMTY INITIATIVE FUNDING TO VARIOUS AGENCIES
1515 E OSBORN	Phoenix	AZ	85014			$747,724	$494,741	FMV	VARIOUS IN-KIND	PROGRAM SUPPORT
FTF Quality First Scholarships to Providers
1515 E OSBORN	Phoenix	AZ	85014			$55,402,799				PROGRAM SUPPORT
Direct Designations to Various Agencies
1515 E OSBORN	Phoenix	AZ	85014		501(C)(3)	$17,604,110				PROGRAM SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	2934	Total501c3OrgCnt
Total Other Org	787	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	FTF PROFESSIONAL REWARDS	GrantTypeTxt
Recipient	1186	RecipientCnt
Cash Grant	$1,030,860	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE I, PART I, LINE 2	VALLEY OF THE SUN UNITED WAY (VSUW) 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 2015, 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.
SCHEDULE I, PART II	FIRST THINGS FIRST - QUALITY FIRST SCHOLARSHIPS TO ELIGIBLE PROVIDERS: MANY WORKING, LOW-INCOME FAMILIES STRUGGLE TO PAY FOR QUALITY CHILD CARE. SOME MUST CHOOSE BETWEEN A JOB OR LEAVING THEIR CHILDREN IN CARE THAT IS NOT THEIR FIRST CHOICE. EARLY CARE AND EDUCATION PROVIDERS ENROLLED IN QUALITY FIRST MAY BE ELIGIBLE TO OFFER QUALITY FIRST SCHOLARSHIPS, WHICH HELP LOW-INCOME FAMILIES WITH CHILDREN BIRTH TO AGE 5 AFFORD QUALITY CHILD CARE. QUALITY FIRST SCHOLARSHIPS HELP EARLY CARE AND EDUCATION PROVIDERS FILL PAID SLOTS IN THEIR PROGRAM AND REIMBURSE THEM FOR SOME OF THE EXPENSES OF PROVIDING QUALITY (HIGHER WAGES FOR MORE EXPERIENCED AND EDUCATED PROFESSIONALS, LOW STAFF-TO-CHILD RATIOS AND SMALL GROUP SIZES, ETC.). THE NUMBER OF SCHOLARSHIPS ASSIGNED TO EACH SITE AND THE REIMBURSEMENT RATE ARE BASED ON THE SIZE OF THE PROGRAM AND ITS QUALITY FIRST STAR RATING. PROGRAMS WITH STAR RATINGS IN THE QUALITY LEVELS RECEIVE MORE SCHOLARSHIPS AND HIGHER REIMBURSEMENTS FOR EACH SCHOLARSHIP.
SCHEDULE I, PART III	FIRST THINGS FIRST - PROFESSIONAL REWARD$: YOUNG CHILDREN BENEFIT FROM CONSISTENT, LONG-TERM RELATIONSHIPS WITH TEACHERS AND CAREGIVERS WHO ARE EDUCATED TO WORK WITH INFANTS, TODDLERS AND PRESCHOOLERS. TO HELP PROGRAMS RETAIN WELL-QUALIFIED STAFF, FIRST THINGS FIRST'S PROFESSIONAL REWARD$ OFFERS SPECIAL FINANCIAL INCENTIVES TO TEACHERS AND CAREGIVERS IN QUALITY FIRST PROGRAMS FOR STAYING IN THEIR CURRENT JOB FOR AT LEAST ONE YEAR AND FOR TAKING AT LEAST SIX HOURS OF COLLEGE COURSEWORK IN EARLY CHILDHOOD. AWARDS RANGE FROM $300 TO $2,000. OTHER ELIGIBILITY RESTRICTIONS APPLY, AND FUNDING IS NOT AVAILABLE IN ALL AREAS. FOR FULL INFORMATION ON ELIGIBILITY REQUIREMENTS, THE APPLICATION PROCESS AND MORE, PLEASE VISIT HTTP://WWW.AZFTFREWARDS.ORG/.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Form990 Of Other Organizations	Yes (X)	Form990OfOtherOrganizationsInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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
MERL WASCHLER
PRESIDENT AND CEO	$316,055	$0	$79,108	$0	$26,649	$0	$11,700	$0	$26,275	$0	$459,787	$0	$0	$0
KATHERINE CECALA
CHIEF OPERATING OFFICER	$212,223	$0	$355	$0	$21,253	$0	$8,414	$0	$19,770	$0	$262,015	$0	$0	$0
TANYA MUNIZ
CHIEF FINANCIAL OFFICER	$142,039	$0	$355	$0	$2,839	$0	$6,390	$0	$17,340	$0	$168,963	$0	$0	$0
BRIAN SPICKER
SENIOR VP OF COMMUNITY IMPACT	$182,486	$0	$355	$0	$20,606	$0	$7,778	$0	$19,997	$0	$231,222	$0	$0	$0
NANCY DEAN
SENIOR VP RESOURCE DEVELOPMENT	$178,762	$0	$355	$0	$16,532	$0	$8,677	$0	$25,125	$0	$229,451	$0	$0	$0
KEN BROOKS
CHIEF INFORMATION OFFICER	$163,395	$0	$355	$0	$3,493	$0	$7,070	$0	$600	$0	$174,913	$0	$0	$0
TAMERA SKROVAN
SENIOR VP OF MARKETING	$147,441	$0	$355	$0	$621	$0	$6,391	$0	$2,160	$0	$156,968	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1A	VALLEY OF THE SUN UNITED WAY (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.
SCHEDULE J, PART I, LINE 4B	THE COMPENSATION COMMITTEE IDENTIFIED CERTAIN 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 CERTAIN 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 AND SCHEDULE J, PART II. 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 NANCY DEAN - $10,000 CONTRIBUTION, PLUS A $5,911 TAX GROSS UP BRIAN SPICKER - $10,000 CONTRIBUTION, PLUS $5,911 TAX GROSS-UP
SCHEDULE J, PART I, LINE 7	THE CEO IS ELIGIBLE TO RECEIVE AN ANNUAL BONUS AS DETERMINED BY A REVIEW OF HIS PERFORMANCE AGAINST ESTABLISHED GOALS BY THE BOARD CHAIR AND COMPENSATION COMMITTEE. THE BONUS IS DETERMINED ANNUALLY WITH AN AMOUNT RANGING FROM 0% - 30%. A "REBUTTABLE PRESUMPTION CHECKLIST" IS COMPLETED BY THE COMPENSATION COMMITTEE WITH REGARD TO THE CEO, COO AND CFO COMPENSATION PACKAGES. THE CHECKLIST DETERMINES THE AMOUNT BASED ON THE PERFORMANCE AND THE PAYMENT RANGE, ALONG WITH A COMPENSATION STUDY. THE COMPENSATION STUDY INCLUDES COMPENSATION DATA FROM EXTERNAL SALARY CONSULTANTS THAT COMPARE OTHER SIMILAR ORGANIZATIONS AND UNITED WAYS IN SIMILAR COMMUNITIES.

Schedule M IRS990ScheduleM

Field	Value	IRS element (for citing)
Works Of Art		WorksOfArtGrp
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$2,546,941	NoncashContributionsRptF990Amt
Method Of Determining Revenues	COST/SELLING PRICE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp
Securities Publicly Traded		SecuritiesPubliclyTradedGrp
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp

Food Inventory FoodInventoryGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1924	ContributionCnt
Noncash Contributions Rpt F990	$16,506	NoncashContributionsRptF990Amt
Method Of Determining Revenues	COST/SELLING PRICE	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	office furrniture, equip.	103641	$2,112,443	COST/SELLING PRICE
Yes (X)	Misc tickets/gift cert.	0	$1,991,574	COST/SELLING PRICE

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE M, PART I, COLUMN (B)	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION REPORTS, IN SCHEDULE M, PART I, COLUMN (B), THE NUMBER OF ITEMS RECEIVED, NOT THE NUMBER OF CONTRIBUTIONS.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART I, LINE 6	VALLEY OF THE SUN UNITED WAY (VSUW) HAS OVER 14,000 VOLUNTEERS WHO 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 VOLUNTEERS IN SEVERAL POSITIONS TO INCLUDE BOARD/POLICY MAKING, CAMPAIGN, COMMUNITY IMPACT, ENDOWMENT, PUBLIC POLICY, AND A VARIETY OF DIRECT SERVICES.
FORM 990, PART I, LINE 1 AND PART III, LINES 4A-4C	VALLEY OF THE SUN UNITED WAY (VSUW) DEVELOPS AND SUPPORTS HUNDREDS OF HEALTH AND HUMAN SERVICES PROGRAMS AND VARIOUS INITIATIVES THAT ADDRESS OUR COMMUNITY'S MOST PRESSING NEEDS. WITH OUR COMMUNITY'S SUPPORT, WE WILL ACHIEVE OUR THREE KEY COMMUNITY OBJECTIVES TO 1) ENSURE CHILDREN AND YOUTH SUCCEED; 2) END HUNGER AND HOMELESSNESS; AND 3) INCREASE FINANCIAL STABILITY OF FAMILIES AND INDIVIDUALS. VSUW PARTNERS WITH MARICOPA COUNTY LEADERS, BUSINESS SUPPORTERS, NON-PROFIT ORGANIZATIONS, SCHOOLS, VOLUNTEERS AND DONORS TO DEVELOP INNOVATIVE SOLUTIONS THAT ADDRESS SHORT-TERM INDIVIDUAL NEEDS AND CREATE LONG-TERM COMMUNITY SOLUTIONS. BY COMING TOGETHER AROUND THESE COMMON OBJECTIVES, WE CREATE LASTING, SYSTEMIC CHANGE THAT TRANSFORMS INDIVIDUAL LIVES AND BUILDS A STRONGER COMMUNITY FOR US ALL TO LIVE, WORK AND RAISE OUR FAMILIES. MISSION: IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. VISION: 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 TOGETHER WITH OUR PARTNERS, WE DEVELOP PARTNERSHIPS AND SUPPORT PROGRAMS THAT FOCUS ON KEY TRANSITIONS WHICH INFLUENCE A CHILD'S SUCCESS IN SCHOOL AND LIFE: READY FOR KINDERGARTEN, READ AT GRADE LEVEL BY END OF THIRD GRADE, GRADUATION FROM HIGH SCHOOL, AND PREPARED FOR COLLEGE AND CAREER. INCREASE FINANCIAL STABILITY WE EMPOWER COMMUNITY MEMBERS TO BREAK THE CYCLE OF POVERTY FOR THEMSELVES AND THEIR FAMILIES. UNITED WAY AND OUR PARTNERS EDUCATE INDIVIDUALS AND FAMILIES ON MANAGING THEIR PERSONAL FINANCES AND PROVIDE WORKFORCE PREPARATION FOR LOW-INCOME ADULTS TO HELP ACHIEVE FINANCIAL INDEPENDENCE. END HUNGER AND HOMELESSNESS UNITED WAY WORKS WITH PARTNERS TO ACHIEVE LONG-TERM, SYSTEMIC CHANGE THAT WILL END BOTH CHRONIC HUNGER AND CHRONIC HOMELESSNESS IN MARICOPA COUNTY. ON ANY GIVEN DAY, 82,000 HOUSEHOLDS IN MARICOPA COUNTY EXPERIENCE CHRONIC HUNGER, WHICH IMPACTS FAMILIES WITH CHILDREN AND SENIOR CITIZENS WHO STRUGGLE TO PUT FOOD ON THE TABLE. ON ANY GIVEN DAY, THOUSANDS OF INDIVIDUALS EXPERIENCE HOMELESSNESS, SOME FOR THE FIRST TIME AFTER A JOB LOSS, FORECLOSURE OR MEDICAL CRISIS - OTHERS FOR DECADES. OUR RESULTS IN FY 2015, DONATIONS FROM VALLEY OF THE SUN UNITED WAY'S GENEROUS DONORS: - TRAINED 3,500 PARENTS AND PROVIDED 8,233 SCHOOL READINESS KITS TO PREPARE CHILDREN FOR KINDERGARTEN. - PROVIDED TOOLS FOR SUCCESS IN HIGH SCHOOL TO MORE THAN 2,500 STUDENTS THROUGH DESTINATION GRADUATION. - ASSISTED 4,000 INDIVIDUALS IN COMPLETING JOB TRAINING AND OBTAINING EMPLOYMENT. - PROVIDED FINANCIAL LITERACY EDUCATION TO OVER 1,600 ADULTS. - HELPED 1,340 HARDWORKING TAXPAYERS TO CLAIM NEARLY $2 MILLION TAX REFUNDS AND RECEIVE TAX CREDITS THEY EARNED. - DEVELOPED COMMUNITY PARTNERSHIPS TO CREATE 1,200 UNITS OF PERMANENT SUPPORTIVE HOUSING TO HELP END HOMELESSNESS FOR MANY. - CONNECTED THOUSANDS OF PEOPLE TO LIFE CHANGING SERVICES FROM SHELTER, FOOD, CLOTHING, EMPLOYMENT AND WELLNESS CHECKS AT PROJECT CONNECT. - DISTRIBUTED 15,000 WEEKEND HUNGER BACKPACKS FOR STUDENTS AT EIGHT LOCAL SCHOOLS WHICH PROVIDED YOUTH REGULAR MEALS ON THE WEEKEND SO THEY ARE READY TO LEARN ON MONDAY. - INTRODUCED BREAKFAST IN THE CLASSROOM IN 14 SCHOOLS, PROVIDING MEALS FOR 9,815 CHILDREN.
FORM 990, PART VI, LINE 1A	PURSUANT TO THE BYLAWS, VALLEY OF THE SUN UNITED WAY'S EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE CORPORATION, THE CHAIRPERSONS OF THE STANDING COMMITTEES AND SUCH ADDITIONAL PERSONS, WHO ARE THEN SERVING ON THE BOARD, AS MAY BE APPOINTED BY THE CHAIRPERSON. IN AN EMERGENCY, THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE ALL THE POWERS OF THE BOARD, EXCEPT AS LIMITED BY LAW OR BOARD RESOLUTION. ANY EMERGENCY ACTION TAKEN SHALL BE SUBMITTED TO THE BOARD FOR RATIFICATION. FORM 990, PART VI, LINE 11B THE FORM IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE CONTROLLER. AFTER REVIEW BY THE CHIEF FINANCIAL OFFICER, THE DRAFT 990 IS PRESENTED TO THE VSUW FINANCE COMMITTEE TO REVIEW AND APPROVE. THE 990 IS POSTED AS AN AGENDA ITEM TO DISCUSS AND REVIEW. THE ACCOUNTING FIRM THAT PREPARES THE 990 IS PRESENT TO ASSIST WITH ANSWERING QUESTIONS AT THE FINANCE COMMITTEE MEETING. A FINAL DRAFT 990 IS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO THE FINAL SUBMISSION OF THE FORM 990. THE BOARD RECEIVES COPIES OF THE 990 AFTER THE FINANCE COMMITTEE HAS REVIEWED AND APPROVED IT. UPON REVIEW, THE 990 IS SIGNED AND SUBMITTED TO THE IRS.
FORM 990, PART VI, LINE 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 THE 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.
FORM 990, PART VI, LINES 15A & 15B	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 COMPLETES A REBUTTABLE PRESUMPTION CHECKLIST WITH REGARD TO DETERMINING CEO COMPENSATION. THE COMPENSATION COMMITTEE CONSISTS OF THE VSUW 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 & CFO THE CEO RECOMMENDS COMPENSATION AFTER ANNUAL REVIEW TO THE COMPENSATION COMMITTEE FOR THE CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER. THE COMPENSATION COMMITTEE, A SUBCOMMITTEE OF THE VSUW BOARD OF DIRECTORS, DETERMINES THE COMPENSATION OF THE CHIEF OPERATING OFFICER AND CHIEF FINANCIAL 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 COMPLETES A REBUTTABLE PRESUMPTION CHECKLIST WITH REGARD TO DETERMINING CEO COMPENSATION. THE COMPENSATION COMMITTEE CONSISTS OF THE VSUW 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.
FORM 990, PART VI, LINE 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.
FORM 990, PART VII	IN ADDITION TO VOTING DIRECTORS WE INCLUDE HONORARY 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: PHIL FRANCIS - HONORARY BOARD MEMBER SUSAN FRANK - HONORAY BOARD MEMBER CARLOS GONZALEZ - HONORARY BOARD MEMBER MERNOY HARRISON - HONORARY BOARD MEMBER HOPE LEVIN - HONORARY BOARD MEMBER STEVE WHEELER - HONORARY BOARD MEMBER
FORM 990, PART XI, LINE 9	CHANGE IN UNRECOGNIZED BENEFIT PLAN COSTS: $548,131