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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 2014, 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/. X X true true X X X X X false true false false false false false true false MERL WASCHLER PRESIDENT AND CEO 311840 0 75000 0 8158 0 34116 0 17255 0 446369 0 0 0 KATHERINE CECALA CHIEF OPERATING OFFICER 213916 0 0 0 8605 0 8822 0 17135 0 248478 0 0 0 TANYA MUNIZ CHIEF FINANCIAL OFFICER 129245 0 0 0 2245 0 5939 0 22480 0 159909 0 0 0 NANCY DEAN SENIOR VP RESOURCE DEVELOPMENT 184895 0 0 0 6488 0 8013 0 23035 0 222431 0 0 0 BRIAN SPICKER SENIOR VP OF COMMUNITY IMPACT 185585 0 0 0 6490 0 18004 0 12933 0 223012 0 0 0 KEN BROOKS CHIEF INFORMATION OFFICER 158435 0 0 0 3538 0 7113 0 0 0 169086 0 0 0 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 AND COO COMPENSATION PACKAGES (INCLUDING THE CFO IN 2014). 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. X 16485 COST/SELLING PRICE X 7859 28934 COST/SELLING PRICE X OFFICE EQUIPMENT 125000 3604458 COST/SELLING PRICE X TICKETS/GIFT CERTIFICATES 47795 862386 COST/SELLING PRICE false true false SCHEDULE M, PART I, COLUMN (B) THE ORGANIZATION REPORTS, IN SCHEDULE M, PART I, COLUMN (B), THE NUMBER OF ITEMS RECEIVED, NOT THE NUMBER OF CONTRIBUTIONS. FORM 990, PART I, LINE 6 VALLEY OF THE SUN UNITED WAY (VSUW) HAS OVER 7,000 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 III, LINES 4A-C VALLEY OF THE SUN UNITED WAY (VSUW) DEVELOPS AND SUPPORTS HUNDREDS OF HEALTH AND HUMAN SERVICES PROGRAMS THAT ADDRESS OUR COMMUNITY'S MOST PRESSING NEEDS. 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, 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 LIVES AND BUILDS A STRONG COMMUNITY FOR US ALL TO LIVE, WORK AND RAISE OUR FAMILIES. 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 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 OR CAREER. INCREASE FINANCIAL STABILITY WE EMPOWER COMMUNITY MEMBERS TO BREAK THE CYCLE OF POVERTY FOR THEMSELVES AND THEIR FAMILIES. UNITED WAY AND OUR PARTNERS FOCUS ON JOB TRAINING AND WORKFORCE PREPARATION, FINANCIAL LITERACY EDUCATION AND CONNECTING PEOPLE TO RESOURCES THAT WILL HELP THEM ACHIEVE FINANCIAL INDEPENDENCE. END HUNGER AND HOMELESSNESS UNITED WAY WORKS WITH PARTNERS TO ACHIEVE SYSTEMIC IMPROVEMENTS 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 MEANS FAMILIES WITH CHILDREN, SENIOR CITIZENS AND PREGNANT MOTHERS STRUGGLE TO PUT FOOD ON THE TABLE. EACH 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 2014, DONATIONS FROM VALLEY OF THE SUN UNITED WAY'S GENEROUS DONORS: - PROVIDED ACADEMIC ASSISTANCE TO 90,000 STUDENTS - DISTRIBUTED MORE THAN 7,000 SCHOOL READINESS KITS IN MARICOPA COUNTY TO PARENTS AND CAREGIVERS WITH TOOLS TO PREPARE THEIR YOUNG CHILDREN TO SUCCEED IN KINDERGARTEN - DISTRIBUTED 74 MILLION MEALS TO FAMILIES, CHILDREN AND SENIOR CITIZENS - ASSISTED 4,000 INDIVIDUALS TO COMPLETE JOB TRAINING AND OBTAIN EMPLOYMENT, AND PROVIDE FINANCIAL EDUCATION TO OVER 1,600 ADULTS. - HELPED 1,340 HARDWORKING TAXPAYERS TO CLAIM NEARLY $2 MILLION TAX REFUNDS INCLUDING RECEIVING TAX CREDITS THEY EARNED TO GET FINANCIALLY AHEAD - DEVELOPED COMMUNITY PARTNERSHIPS TO CREATE 1,000 UNITS OF PERMANENT SUPPORTING HOUSING BY 2015 AND WE HAVE REACHED THE THREE-QUARTER MARK TOWARDS ACHIEVING THIS GOAL - SUPPORTED HOMELESSNESS PREVENTION AND INTERVENTION WITH ONE MILLION NIGHTS OF EMERGENCY SHELTER 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. 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 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 MERNOY HARRISON - HONORARY BOARD MEMBER KATHY HANCOCK - HONORARY BOARD MEMBER KEVIN MORAN - HONORARY BOARD MEMBER FORM 990, PART XI, LINE 9 CHANGE IN UNRECOGNIZED BENEFIT PLAN COSTS: $(872,549)