2013-10-28T15:43:48-05:00 2013-06-30 ERNST & YOUNG US LLP TWO NORTH CENTRAL AVENUE STE 2300 PHOENIX AZ 85004 990 2012-07-01 860104419 VALLEY OF THE SUN UNITED WAY % KATHERINE CECALA VALL 6026314800 1515 EAST OSBORN Suite PHOENIX AZ 85014 Katherine Cecala 2013-10-25 6023223000 2012 2016-03-07 17:11:31Z MERL WASCHLER 1515 EAST OSBORN ROAD PHOENIX AZ 85014 117834966 false X WWW.VSUW.ORG X 1925 AZ IMPROVING LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY BY FOCUSING ON ENSURING CHILDREN AND YOUTH SUCCEED, INCREASING FINANCIAL STABILITY OF INDIVIDUALS, AND ENDING HUNGER & HOMELESSNESS. SEE SCH O 45 45 133 9908 0 0 83146567 102956190 0 0 1355188 3008580 138499 125362 84640254 106090132 71016212 91384057 0 0 7745592 8676463 0 0 4379555 3916852 3762446 82678656 103822966 1961598 2267166 76865218 87022914 31571255 36189088 45293963 50833826 X IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. false false 71317360 71317360 0 GRANTS, ALLOCATIONS, AND DISTRIBUTIONS TO HEALTH AND HUMAN SERVICE PROGRAMS AND VSUW COMMUNITY OBJECTIVES. SEE SCHEDULE O FOR FURTHER DETAIL. 20066697 20066697 0 DESIGNATIONS TO VARIOUS COMMUNITY NON-PROFIT ORGANIZATIONS. SEE SCHEDULE O FOR FURTHER DETAIL. 5248809 0 0 PROGRAM ACTIVITIES SUPPORTING COMMUNITY INITIATIVES. SEE SCHEDULE O FOR FURTHER DETAIL. 96632866 true true false true false true false false false true true false false false false true true false false false false false false false false false false true true true false false false false false false false false true false false false false false false false false true 1130 0 true 133 true false false false false false false false false false false false false false X 45 45 false false false false false false false true true false false true true true true true true true true false AZ X X KATHERINE CECALA 6026314800 1515 EAST OSBORN ROAD PHOENIX AZ 85014 X DERRICK HALL 4.0 0.0 X X 0 0 0 STEVE EVANS 4.0 0.0 X X 0 0 0 DIANE COSTANTINO 4.0 0.0 X X 0 0 0 PAMELA CONBOY 2.0 0.0 X X 0 0 0 BETTINA NAVA 2.0 0.0 X 0 0 0 BILLY LEIST 2.0 0.0 X 0 0 0 BRAD SMITH 2.0 0.0 X 0 0 0 CANDACE WIEST 2.0 0.0 X 0 0 0 CARL LANDRUM 2.0 0.0 X 0 0 0 CARLOS GONZALEZ 2.0 0.0 X 0 0 0 CHRISTINE WILKINSON 2.0 0.0 X 0 0 0 DAVID SMITH 2.0 0.0 X 0 0 0 DAVID TEDESCO 2.0 0.0 X 0 0 0 DONALD SMITH JR CPCU 2.0 0.0 X 0 0 0 DOUGLAS PARKER 2.0 0.0 X 0 0 0 ED OXFORD 2.0 0.0 X 0 0 0 EILEEN KLEIN 2.0 0.0 X 0 0 0 ELLIOT GARBUS 2.0 0.0 X 0 0 0 GONZALO DE LA MELENA JR 2.0 0.0 X 0 0 0 HOPE LEVIN 2.0 0.0 X 0 0 0 JEFF ENGLAND 2.0 0.0 X 0 0 0 JOHN BOUMA 2.0 0.0 X 0 0 0 JOHN GRAHAM 2.0 0.0 X 0 0 0 JOHN HOOPES 2.0 0.0 X 0 0 0 JUANITA NITA FRANCIS 2.0 0.0 X 0 0 0 KATHLEEN QUIRK 2.0 0.0 X 0 0 0 KENT SCRIBNER 2.0 0.0 X 0 0 0 MARGIE EMMERMANN 2.0 0.0 X 0 0 0 MATTHEW WANDOLOSKI 2.0 0.0 X 0 0 0 MICHAEL BENDER 2.0 0.0 X 0 0 0 MICHAEL BIELECKI 2.0 0.0 X 0 0 0 MIKE MILLER 2.0 0.0 X 0 0 0 MIKE TULLY 2.0 0.0 X 0 0 0 PETE GORRAIZ 2.0 0.0 X 0 0 0 RICK KUHLE 2.0 0.0 X 0 0 0 RICK NAIMARK 2.0 0.0 X 0 0 0 RUFUS GLASPER 2.0 0.0 X 0 0 0 STEPHEN JOHNSON 2.0 0.0 X 0 0 0 STEVE WHEELER 2.0 0.0 X 0 0 0 SUSAN FRANK 2.0 0.0 X 0 0 0 THOMAS FRANZ 2.0 0.0 X 0 0 0 VICTOR FLORES 2.0 0.0 X 0 0 0 VINCE ROIG 2.0 0.0 X 0 0 0 WARREN WHITNEY 2.0 0.0 X 0 0 0 WILLIAM BILL PEPICELLO PHD 2.0 0.0 X 0 0 0 MERL WASCHLER 60.0 0.0 X 376331 0 53691 KATHERINE CECALA 60.0 0.0 X 215009 0 35858 TANYA MUNIZ 60.0 0.0 X 131096 0 16007 KEN BROOKS 50.0 0.0 X 153622 0 10299 NANCY DEAN 60.0 0.0 X 169219 0 32347 BRIAN SPICKER 60.0 0.0 X 183287 0 39917 TAMERA SKROVAN 60.0 0.0 X 138283 0 3406 1366847 0 191525 7 false true false ASYLUM-PIPELINE 9775 NORTH 93RD WAY STE 258 SCOTTSDALE AZ 85258 MEDIA 170717 TLC TECHNICAL LLC PO BOX 792 GILBERT AZ 85299 IT CONSULTING 144680 ERNST YOUNG 3712 SOLUTIONS CENTER CHICAGO IL 606773007 AUDIT 128465 LINDAUER ENTERPRISES 8540 W AVENIDA DEL SOL PEORIA AZ 85383 HVAC SERVICES 125000 ROCKET MEDIA LLC 1420 N GREENFIELD 100 GILBERT AZ 85234 IT CONSULTING 121261 5 2137492 50802880 50015818 3597786 102956190 0 1445606 1445606 0 0 0 0 0 13307809 11744834 1562975 1562974 1562974 0 0 0 MISCELLANEOUS REVENUE 900099 125362 125362 125362 106090132 0 0 3133942 90009822 90009822 1374235 1374235 0 0 563490 185952 208491 169047 0 6072819 2693646 1212366 2166807 532506 227226 117644 187636 1020271 436694 224381 359196 487377 208679 104753 173945 0 10331 2253 5987 2091 125270 15900 109370 0 0 0 0 220305 72459 50886 96960 340671 96639 108709 135323 445384 195156 80918 169310 460600 245991 121160 93449 0 227010 98597 39868 88545 67685 32349 2512 32824 0 150708 82736 33025 34947 0 462244 151399 170309 140536 338703 148432 60242 130029 58295 23232 12979 22084 PRINTING AND PUBLICATIONS 423687 231555 17561 174571 OTHER FEES-PAYROLL, BANK 146251 40993 64284 40974 SPECIAL EVENTS 137609 8871 9979 118759 MISCELLANEOUS 70319 17486 38211 14622 77374 32564 16910 27900 103822966 96632866 2810545 4379555 0 0 7195564 15907646 20913689 17120662 0 0 0 0 0 0 0 0 0 0 417185 427676 6165873 4521951 1340988 1643922 46997792 51533759 0 0 0 0 0 0 0 389249 76865218 87022914 5069120 12104671 25752961 24084417 0 0 0 0 0 0 0 0 0 0 0 0 749174 0 31571255 36189088 X 30854250 35773831 296997 940571 14142716 14119424 45293963 50833826 76865218 87022914 X 2267166 2163271 1109426 X false true X true true true X 58042367 72526554 69993209 83137560 103081551 386781241 0 0 58042367 72526554 69993209 83137560 103081551 386781241 0 386781241 1083061 510014 999676 1263861 1445606 5302218 0 111058 101366 259755 138499 125362 736040 392819499 0.98463 0.98298 X A LARGE PORTION OF MISCELLANEOUS REVENUE CONSISTS OF FUNDS PROVIDED TO VALLEY OF THE SUN UNITED WAY FROM ORGANIZATIONS TO SPONSOR LOANED EXECUTIVE SALARIES. LOANED EXECUTIVES ARE TEMPORARY STAFF HIRED DURING OUR PEAK CAMPAIGN SEASON TO ASSIST IN PRESENTATIONS AND FUNDRAISING. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false false false false false LOBBYING ACTIVITIES SCHEDULE C, PART II-B, LINE 1B VALLEY OF THE SUN UNITED WAY HAD VOLUNTEERS AND STAFF THAT MET WITH LEGISLATORS AND ADVOCATED ON BEHALF OF ISSUES THAT AFFECT THE LIVES IN MARICOPA COUNTY IN THE AREAS THAT DIRECTLY ALIGN WITH THE MISSION. 2 0 39963 74061 true true 36334757 4609 4374510 1302024 39411852 37286105 74259 -143870 882300 36334194 0 33452605 4385337 551837 37286105 0.64170 0.35830 false false 36103 36103 1678506 1413437 265069 604923 445153 159770 2128412 1473097 655315 1717929 1190264 527665 1643922 0 0 X 88318187 2163271 131481 -20066697 -17771945 106090132 106090132 83887750 131481 -20066697 -19935216 103822966 103822966 ENDOWMENT BALANCES SCHEDULE D, PART V, LINE 1G THE ENDING BALANCE ON LINE 1G CONSISTS OF BOARD-DESIGNATED ENDOWMENTS ($22,688,381) AND PERMANENTLY RESTRICTED ENDOWMENT FUNDS ($14,119,424). INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS 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. ASC 740 (FIN48) FOOTNOTE 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, 2013 AND 2012. OTHER ADJUSTMENTS SCHEDULE D, PART XI, LINE 2D $(20,066,697) - DESIGNATIONS MADE TO OTHER AGENCIES THAT ARE NOT INCLUDED AS REVENUE ON THE FINANCIAL STATEMENTS BUT ARE RECOGNIZED ON THE 990. OTHER ADJUSTMENTS SCHEDULE D, PART XII, LINE 2D $(20,066,697) - DESIGNATIONS MADE TO OTHER AGENCIES THAT ARE NOT INCLUDED AS EXPENSES ON THE FINANCIAL STATEMENTS BUT ARE RECOGNIZED ON THE 990. true 1N10 INC 4121 NORTH SEVENTH AVENUE PHOENIX AZ 85013 860256667 501(C)(3) 112140 1377 FMV VARIOUS IN KIND PROGRAM SUPPORT A NEW LEAF FOUNDATION 868 EAST UNIVERSITY DRIVE MESA AZ 85203 860377821 501(C)(3) 526555 16160 FMV VARIOUS IN KIND PROGRAM SUPPORT ADELANTE HEALTHCARE 16551 N DYSART RD SURPRISE AZ 85374 860611935 501(C)(3) 56922 9098 FMV VARIOUS IN KIND PROGRAM SUPPORT AID TO ADOPTION OF SPECIAL KIDS 2320 NORTH 20TH STREET PHOENIX AZ 85006 860611935 501(C)(3) 120047 18151 FMV VARIOUS IN KIND PROGRAM SUPPORT ALZHEIMER'S ASSOCIATION - AZ 1028 EAST MCDOWELL ROAD PHOENIX AZ 85006 860402582 501(C)(3) 160347 3836 FMV VARIOUS IN KIND PROGRAM SUPPORT AMERICAN CANCER SOCIETY - AZ 4550 E BELL RD STE 126 PHOENIX AZ 85032 841316555 501(C)(3) 419638 2880 FMV VARIOUS IN KIND PROGRAM SUPPORT AMERICAN 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FMV VARIOUS IN KIND PROGRAM SUPPORT PHOENIX SHANTI GROUP 2345 WEST GLENDALE AVENUE PHOENIX AZ 85021 860592079 501(C)(3) 67246 4496 FMV VARIOUS IN KIND PROGRAM SUPPORT PHOENIX UNION HIGH SCHOOL DISTRICT 4612 N 28TH STREET PHOENIX AZ 85016 866000534 GOVERNMENT 20000 0 PROGRAM SUPPORT RESPITE SHELTER FOR HOMELESS ME 7000 N CENTRAL PHOENIX AZ 85020 860714904 501(C)(3) 22562 0 PROGRAM SUPPORT RIVER OF DREAMS 2700 N 15TH AVE PHOENIX AZ 85007 860749240 501(C)(3) 28825 0 PROGRAM SUPPORT SALVATION ARMY 2707 E VAN BUREN PHOENIX AZ 85008 941156347 501(C)(3) 822948 12158 FMV VARIOUS IN KIND PROGRAM SUPPORT SAVE THE FAMILY FOUNDATION OF ARIZONA 450 WEST 4TH PLACE MESA AZ 85201 860665712 501(C)(3) 112036 0 PROGRAM SUPPORT SENIOR SERVICES OF FOUNTAIN HILLS 7902 EAST WOOD DRIVE SCOTTSDALE AZ 85260 860720528 501(C)(3) 16398 0 PROGRAM SUPPORT SOCIETY OF ST VINCENT DE PAUL 420 WEST WATKINS ROAD PHOENIX AZ 85003 860096789 501(C)(3) 308468 29074 FMV VARIOUS IN KIND PROGRAM SUPPORT SOJOURNER CENTER PO BOX 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STARDUST BUILDING SUPPLIES INC 1720 W BROADWAY MESA AZ 85202 860868376 501(C)(3) 50000 2379233 FMV VARIOUS IN KIND PROGRAM SUPPORT STARS SCOTTSDALE TRAINING & REHAB 7507 E OSBORN SCOTTSDALE AZ 852516425 237395103 501(C)(3) 94708 240 FMV VARIOUS IN KIND PROGRAM SUPPORT TEMPE COMMUNITY ACTION AGENCY 2150 EAST ORANGE STREET TEMPE AZ 85281 860254820 501(C)(3) 264068 340 FMV VARIOUS IN KIND PROGRAM SUPPORT TEMPE COMMUNITY COUNCIL 34 E 7TH ST TEMPE AZ 85281 510189790 501(C)(3) 121314 8400 FMV VARIOUS IN KIND PROGRAM SUPPORT TEMPE FIRST UNITED METHODIST CHURCH 215 E UNIV DR TEMPE AZ 85281 860171181 501(C)(3) 70000 0 PROGRAM SUPPORT EAST VALLEY JEWISH COMMUNITY CENTER 908 NORTH ALMA SCHOOL CHANDLER AZ 85224 860618301 501(C)(3) 21950 0 PROGRAM SUPPORT THE CENTERS FOR HABILITATION 215 WEST LODGE DRIVE TEMPE AZ 85283 860217033 501(C)(3) 55572 0 PROGRAM SUPPORT TUMBLEWEED CENTER FOR YOUTH DEVELOPMENT 1419 N THIRD ST PHOENIX AZ 85004 237284153 501(C)(3) 205097 44488 FMV VARIOUS IN KIND PROGRAM SUPPORT UMOM NEW DAY CENTERS 3320 E VAN BUREN PHOENIX AZ 85008 860521062 501(C)(3) 419320 6964 FMV VARIOUS IN KIND PROGRAM SUPPORT UNITED FOOD BANK 358 EAST JAVELINA AVENUE MESA AZ 85210 860505273 501(C)(3) 209498 800 FMV VARIOUS IN KIND PROGRAM SUPPORT UNITED PHOENIX FIREFIGHTERS ASSOCIATION 61 E COLUMBUS AVE PHOENIX AZ 85012 866053047 501(C)(3) 12000 0 PROGRAM SUPPORT UPWARD FOUNDATION 6306 NORTH 7TH STREET PHOENIX AZ 85014 860221195 501(C)(3) 307677 7648 FMV VARIOUS IN KIND PROGRAM SUPPORT VALLE DEL SOL INC 3807 NORTH 7TH STREET PHOENIX AZ 85014 860251255 501(C)(3) 159883 8060 FMV VARIOUS IN KIND PROGRAM SUPPORT VALLEY OF THE SUN JEWISH CC 12701 N SCOTTSDALE RD SCOTTSDALE AZ 85254 860622258 501(C)(3) 59590 0 PROGRAM SUPPORT VALLEY OF THE SUN YMCA 350 NORTH 1ST AVENUE PHOENIX AZ 85003 860096799 501(C)(3) 397367 2170 FMV VARIOUS IN KIND PROGRAM SUPPORT VALLEYLIFE 1142 WEST HATCHER ROAD PHOENIX AZ 85021 860135640 501(C)(3) 206100 9910 FMV VARIOUS IN KIND PROGRAM SUPPORT WASTE NOT INC 1700 N GRANITE REEF SCOTTSDALE AZ 85257 860650514 501(C)(3) 43733 0 PROGRAM SUPPORT WESLEY COMMUNITY CENTER 1300 SOUTH 10TH STREET PHOENIX AZ 85034 860133770 501(C)(3) 112511 3052 FMV VARIOUS IN KIND PROGRAM SUPPORT WHOLONOMY CONSULTING LLC PO BOX 42035 TUCSON AZ 85733 208495092 501(C)(3) 6500 0 PROGRAM SUPPORT WORLD HUNGER ECUMENICAL AZ TASK FORCE 4000 NORTH 7TH STREET PHOENIX AZ 85014 742386488 501(C)(3) 45000 0 PROGRAM SUPPORT YWCA OF MARICOPA COUNTY 755 EAST WILLETTA STREET PHOENIX AZ 85006 860098936 501(C)(3) 111947 1360 FMV VARIOUS IN KIND PROGRAM SUPPORT CMTY INITIATIVE FUNDING TO VARIOUS AGENCIES VARIOUS VARIOUS AZ 85257 563232 341391 FMV VARIOUS IN KIND PROGRAM SUPPORT SCHOLARSHIPS GO VARIOUS CHILD CARE CENTERS VARIOUS VARIOUS AZ 85004 39259480 0 PROGRAM SUPPORT DIRECT DESIGNATIONS TO VAR AGENCIES VARIOUS VARIOUS AZ 85004 501(C)(3) 16314945 25125 FMV VARIOUS IN KIND PROGRAM SUPPORT STIPEND T0 CHILD CARE PROVIDERS-FTF REWARD 1374235 PROGRAM SUPPORT 4328 800 DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS SCHEDULE I, PART I, LINE 2 VALLEY OF THE SUN UNITED WAY MONITORS THE USE OF GRANTS IN SEVERAL WAYS. AGENCIES MUST PROVIDE TO VSUW PROJECTED AND ACTUAL FINANCIAL INFORMATION, CLIENT BENEFICIARY DATA AND SERVICE STATISTICS INCLUDING SPECIFIED PERIODIC OUTCOME MEASUREMENT DATA IN VSUW'S REQUIRED FORMAT FOR ALL VSUW-FUNDED PROGRAMS UPON REQUEST. IN SOME SITUATIONS, PROVIDING OUTCOME DATA WILL INCLUDE COOPERATION AND COLLABORATION WITH AN OUTSIDE EVALUATOR APPOINTED BY VSUW. ON-GOING FUNDING LEVELS MAY BE IMPACTED BY THE PROGRAM(S) ABILITY TO DEMONSTRATE APPROPRIATE OUTCOME ACHIEVEMENT. VSUW ALSO CONDUCTS ON-SITE VISITS FOR BOTH FISCAL AND PROGRAMMATIC MONITORING AND ENSURES ALL AGENCIES RECEIVING FUNDS ARE IN COMPLIANCE WITH THE U.S. PATRIOT ACT. VALLEY OF THE SUN UNITED WAY PROCESSES A VARIETY OF DONOR DESIGNATIONS. WE DIRECT THESE FUNDS TO THE ORGANIZATIONS AS REQUESTED BY THE DONOR AFTER VERIFYING THEY ARE LEGITIMATE 501(C)(3) ORGANIZATIONS AND THEY COMPLY WITH THE PATRIOT ACT. IN FISCAL YEAR 2013, 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. X X true true X X X X X false true false false false false false true false MERL WASCHLER 273652 0 71250 0 31429 0 33085 0 20606 0 430022 0 0 0 KATHERINE CECALA 206590 0 0 0 8419 0 15539 0 20319 0 250867 0 0 0 KEN BROOKS 150205 0 0 0 3417 0 10299 0 0 0 163921 0 0 0 NANCY DEAN 168686 0 0 0 533 0 12014 0 20333 0 201566 0 0 0 BRIAN SPICKER 171143 0 0 0 12144 0 12592 0 27325 0 223204 0 0 0 HEALTH CLUB DUES SCHEDULE J, PART I, LINE 1A VSUW OFFERS HEALTH CLUB MEMBERSHIPS AT A REDUCED RATE, TO THE YMCA AND JCC, TO ALL EMPLOYEES. VSUW EMPLOYEES THAT CHOOSE TO TAKE ADVANTAGE OF THIS BENEFIT ARE REQUIRED TO PAY A PORTION OF THE MONTHLY DUES WHICH ARE DEDUCTED DIRECTLY FROM THEIR PAYROLL. VSUW PAYS THE REMAINING PORTION OF THE DUES. NONQUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B THE COMPENSATION COMMITTEE IDENTIFIED 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. 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 BRIAN SPICKER - $10,000 CONTRIBUTION, PLUS $5,911 TAX GROSS-UP NON-FIXED PAYMENTS 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% AND A TARGET PAYOUT OF 20%. A "REBUTTABLE PRESUMPTION CHECKLIST" IS COMPLETED BY THE COMPENSATION COMMITTEE WITH REGARD TO THE CEO AND COO 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. X 23802 cost/selling price X 10318 46811 cost/selling price X OFFICE EQUIPMENT 0 2390686 COST/SELLING PRICE X TICKETS/GIFT CERTIFICATES 106358 1136487 COST/SELLING PRICE false true true GIFTS IN KIND PARTNERSHIP SCHEDULE M, PART I, LINE 32B VALLEY OF THE SUN UNITED WAY HAS A PARTNERSHIP WITH ST. MARY'S FOOD BANK, A LOCAL ORGANIZATION, TO SOLICIT AND DISTRIBUTE FOOD AND FURNITURE THROUGH A GIFT-IN-KIND INTERNATIONAL PROGRAM. VSUW INCURS THE FULL EXPENSE OF THE MEMBERSHIP. VOLUNTEERS FORM 990, PART I, LINE 6 VALLEY OF THE SUN UNITED WAY (vsuw) HAS 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 ALMOST 10,000 VOLUNTEERS IN SEVERAL POSITIONS TO INCLUDE BOARD/POLICY MAKING, CAMPAIGN, COMMUNITY IMPACT, ENDOWMENT, PUBLIC POLICY, AND A VARIETY OF DIRECT SERVICES. PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, 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 FY2013, DONATIONS FROM VALLEY OF THE SUN UNITED WAY'S GENEROUS DONORS: - PROVIDED ACADEMIC ENRICHMENT PROGRAMS TO MORE THAN 100,000 YOUTH - DISTRIBUTED MORE THAN 17,000 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 5,000 INDIVIDUALS TO COMPLETE JOB TRAINING AND OBTAIN EMPLOYMENT, AND PROVIDE FINANCIAL EDUCATION TO 1,400 ADULTS. - HELPED 1,340 HARDWORKING TAXPAYERS TO CLAIM $1.8 MILLION IN TAX REFUNDS INCLUDING RECEIVING TAX CREDITS THEY EARNED TO GET FINANCIALLY AHEAD - CREATED 375 ADDITIONAL PERMANENT SUPPORTIVE HOUSING UNITS TO END CHRONIC HOMELESSNESS - HOSTED 12 PROJECT CONNECT EVENTS THAT SERVED MORE THAN 4,800 ADULTS AND PROVIDED THOUSANDS OF CONNECTIONS TO LIFE-TRANSFORMING SERVICES TO END OR PREVENT HOMELESSNESS - CONTRIBUTED TO 900,000 NIGHTS OF EMERGENCY SHELTER PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW 990 FORM 990, PART VI, QUESTION 11B THE FORM IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE ASSISTANT 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 IS MADE AWARE THAT THE FINANCE COMMITTEE HAS REVIEWED AND APPROVED THE 990. UPON REVIEW, THE 990 IS SIGNED AND SUBMITTED TO THE IRS. DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST FORM 990, PART VI, QUESTION 12C VSUW SENDS THE CONFLICT OF INTEREST POLICY STATEMENT AND SURVEY TO THE BOARD OF DIRECTORS ON A REGULAR BASIS. A WEB-BASED SURVEY AND THE POLICY ARE SENT TO 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. PROCESS FOR DETERMINING COMPENSATION FORM 990, PART VI, QUESTIONS 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 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. AVAILABILITY OF CERTAIN DOCUMENTS TO THE GENERAL PUBLIC FORM 990, PART VI, QUESTION 19 THE ORGANIZATION'S FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE READILY AVAILABLE ON THE VSUW WEBSITE AT WWW.VSUW.ORG. THE FORM 990 IS ALSO AVAILABLE ON GUIDESTAR, AN EXTERNAL WEBSITE. OTHER DOCUMENTS SUCH AS IRS DETERMINATION LETTER, CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND OTHER POLICIES ARE POSTED ON THE VSUW INTRANET AND ARE SUPPLIED TO EXTERNAL PARTIES UPON REQUEST. HONORARY DIRECTORS FORM 990, PART VII IN ADDITION TO VOTING DIRECTORS WE INCLUDE HONORARY 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 OTHER CHANGES IN FUND BALANCE FORM 990, PART XI, LINE 9 $1,109,426 CHANGE IN UNRECOGNIZED BENEFIT PLAN COSTS