2012-11-14T16:53:26-06:00 2012-06-30 ERNST & YOUNG US LLP TWO NORTH CENTRAL AVENUE STE 2300 PHOENIX AZ 85004 990 2011-07-01 860104419 VALLEY OF THE SUN UNITED WAY % KATHERINE CECALA VALL 6026314800 1515 EAST OSBORN PHOENIX AZ 85014 KATHERINE CECALA 2012-11-14 6023223000 2011 2016-02-24 21:20:13Z MERL WASCHLER 1515 EAST OSBORN ROAD PHOENIX AZ 85014 85485697 false X WWW.VSUW.ORG X 1925 AZ IMPROVING LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY BY FOCUSING ON ENSURING CHILDREN AND YOUTH SUCCEED, INCREASING FINANCIAL STABILITY OF INDIVIDUALS, AND ENDING HUNGER AND HOMELESSNESS. 44 44 129 11081 0 69993209 83146567 0 0 1086090 1355188 259755 138499 71339054 84640254 59870628 71016212 0 0 6906360 7745592 0 0 4565390 3410831 3916852 70187819 82678656 1151235 1961598 75586504 76865218 28665569 31571255 46920935 45293963 X IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. false false 51364810 51364810 0 GRANTS, ALLOCATIONS, AND DISTRIBUTIONS TO HEALTH AND HUMAN SERVICE PROGRAMS AND VSUW COMMUNITY OBJECTIVES. SEE SCHEDULE O FOR FURTHER DETAIL. 19651402 19651402 0 DESIGNATIONS TO VARIOUS COMMUNITY NON-PROFIT ORGANIZATIONS. SEE SCHEDULE O FOR FURTHER DETAIL. 4389533 0 0 PROGRAM ACTIVITIES SUPPORTING COMMUNITY INITIATIVES. SEE SCHEDULE O FOR FURTHER DETAIL. 75405745 true true false true false true false false false true true false false false true 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 false true 1123 0 true 129 true false false false false false false false false false false false false false X 44 44 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 X X 0 0 0 STEVE EVANS 4.0 X X 0 0 0 DIANE COSTANTINO 4.0 X X 0 0 0 BETTINA NAVA 2.0 X 0 0 0 BRAD SMITH 2.0 X 0 0 0 CARL LANDRUM 2.0 X 0 0 0 CARLOS GONZALEZ 2.0 X 0 0 0 CHRISTINE WILKINSON 2.0 X 0 0 0 DAVID SMITH 2.0 X 0 0 0 DAVID TEDESCO 2.0 X 0 0 0 DON ROBINSON 2.0 X 0 0 0 DONALD SMITH JR CPCU 2.0 X 0 0 0 DOUGLAS PARKER 2.0 X 0 0 0 ED OXFORD 2.0 X 0 0 0 EDWARD SMITH 2.0 X 0 0 0 ELLIOT GARBUS 2.0 X 0 0 0 HARRIET MARTIN 2.0 X 0 0 0 HOPE LEVIN 2.0 X 0 0 0 JEFF ENGLAND 2.0 X 0 0 0 JEFF KUNKEL 2.0 X 0 0 0 JOHN BOUMA 2.0 X 0 0 0 JOHN HOOPES 2.0 X 0 0 0 JON HELD 2.0 X 0 0 0 JUANITA NITA FRANCIS 2.0 X 0 0 0 KATHLEEN QUIRK 2.0 X 0 0 0 KATHY HANCOCK 2.0 X 0 0 0 KENT SCRIBNER 2.0 X 0 0 0 KEVIN MORAN 2.0 X 0 0 0 MARGIE EMMERMANN 2.0 X 0 0 0 MERNOY HARRISON 2.0 X 0 0 0 MICHAEL BENDER 2.0 X 0 0 0 MIKE MILLER 2.0 X 0 0 0 MIKE TULLY 2.0 X 0 0 0 PAMELA CONBOY 2.0 X 0 0 0 PETE GORRAIZ 2.0 X 0 0 0 RICK NAIMARK 2.0 X 0 0 0 STEPHEN JOHNSON 2.0 X 0 0 0 STEVE WHEELER 2.0 X 0 0 0 SUSAN FRANK 2.0 X 0 0 0 THOMAS FRANZ 2.0 X 0 0 0 VICTOR FLORES 2.0 X 0 0 0 VINCE ROIG 2.0 X 0 0 0 WARREN WHITNEY 2.0 X 0 0 0 WILLIAM BILL PEPICELLO PHD 2.0 X 0 0 0 MICHAEL BIELECKI 2.0 X 0 0 0 MERL WASCHLER 60.0 X 349714 0 49401 KATHERINE CECALA 60.0 X 200091 0 25587 KEN BROOKS 50.0 X 132161 0 9734 NANCY DEAN 60.0 X 162112 0 49149 TERI HAUSER 50.0 X 125827 0 18251 JOHN HOGG 60.0 X 125361 0 6908 BRIAN SPICKER 60.0 X 175200 0 32639 1270466 0 191669 8 false true false CHARLES SCHWAB TRUST COMPANY 4722 N 24TH ST STE 120 PHOENIX AZ 85016 EMPLOYEE PENSIONS 426052 AMERICAN EXPRESS COMPANY BOX 0001 LOS ANGELES CA 900960001 CREDIT CARD SERVICES 366545 MOUNTAIN STATES ADMINISTRATIVE SERV 7202 E ROSEWOOD 200 TUCSON AZ 85710 HEALTH INSURANCE 303193 IRONMAN POOL FENCE LLC 1256 S PASADENA MESA AZ 85210 POOL FENCE PROGRAM 220374 ASYLUM-PIPELINE 9775 NORTH 93RD WAY STE 258 SCOTTSDALE AZ 85258 MEDIA 144527 10 2322022 27996503 52828042 3518302 83146567 0 1263861 1263861 0 0 936770 845443 91327 91327 91327 0 0 0 MISCELLANEOUS REVENUE 900099 138499 138499 138499 84640254 138499 1355188 69479052 69479052 1537160 1537160 0 0 549806 159444 208926 181436 0 5431158 2140808 1113392 2176958 308633 112849 71472 124312 998080 387048 223044 387988 457915 174300 101168 182447 0 8317 2077 3871 2369 116204 15554 100475 175 0 0 0 379926 142012 111961 125953 419690 112414 147684 159592 293308 123692 55367 114249 392052 197146 113417 81489 0 203912 78170 38760 86982 71898 26904 2256 42738 0 138650 61391 31642 45617 0 462295 133817 175803 152675 288444 111176 55274 121994 50319 17789 12192 20338 PRINTING AND PUBLICATIONS 623866 299216 19501 305149 OTHER FEES-PAYROLL, BANK 157818 42058 73879 41881 SPECIAL EVENTS 189862 9900 6438 173524 MISCELLANEOUS 65200 15692 31743 17765 55091 26076 9256 19759 82678656 75405745 2707521 4565390 0 0 6191102 7195564 20399326 20913689 0 0 0 0 0 0 0 0 0 0 601458 417185 5518523 4177535 1190064 1340988 46123384 46997792 0 0 0 0 0 0 1081170 0 75586504 76865218 3049256 5069120 25616313 25752961 0 0 0 0 0 0 0 0 0 0 0 0 0 749174 28665569 31571255 X 32415826 30854250 402113 296997 14102996 14142716 46920935 45293963 75586504 76865218 X 1961598 -3588570 X false true true X true true X 55833793 58042367 72526554 69993209 83137560 339533483 55833793 58042367 72526554 69993209 83137560 339533483 339533483 1411097 1083061 510014 999676 1263861 5267709 0 111058 101366 259755 138499 610678 345411870 0.98298 0.98158 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 true 1932 false false 1932 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. THE AMOUNT SPENT ON THESE TYPES OF MEETINGS AND ADVOCACY WAS CONSIDERED DIMINIMUS FOR THIS TAX RETURN PERIOD. 2 0 20000 104308 true true 37286105 74259 -143870 882300 36334194 0 33452605 4385337 551837 37286105 0.61080 0.38920 0.00000 false false 36103 36103 1678506 1361243 317263 604923 412933 191990 1633726 1356623 277103 1565265 1046736 518529 1340988 0 PENSION FUNDING 749174 749174 84640254 82678656 1961598 -1457808 -1457808 503790 63588104 -1457808 57060 -19651402 -21052150 84640254 84640254 63084314 57060 -19651402 -19594342 82678656 82678656 ENDOWMENT BALANCES SCHEDULE D, PART V, LINE 1G THE ENDING BALANCE ON LINE 1G CONSISTS OF BOARD-DESIGNATED ENDOWMENTS ($22,192,041) AND PERMANENTLY RESTRICTED ENDOWMENT FUNDS ($14,142,715). 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, 2012 AND 2011. OTHER ADJUSTMENTS SCHEDULE D, PART XII, LINE 2D $(19,651,402) - 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 XIII, LINE 2D $(19,651,402) - 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 N SEVENTH AVE PHOENIX AZ 85013 860256667 501(C)(3) 54568 2679 FMV PROGRAM SUPPORT PROGRAM SUPPORT A NEW LEAF INC 868 E UNIVERSITY DR MESA AZ 85203 860377821 501(C)(3) 625105 8243 FMV PROGRAM SUPPORT PROGRAM SUPPORT ADELANTE HEALTHCARE INC 16551 N DYSART RD SURPRISE AZ 85374 860611935 501(C)(3) 77763 22478 FMV PROGRAM SUPPORT PROGRAM SUPPORT AID TO ADOPTION OF SPECIAL KIDS 2320 N 20TH ST PHOENIX AZ 85006 860611935 501(C)(3) 122861 6941 FMV PROGRAM SUPPORT PROGRAM SUPPORT ALZHEIMERS ASSOCIATION 1028 E MCDOWELL RD PHOENIX AZ 85006 860402582 501(C)(3) 176837 4149 FMV PROGRAM SUPPORT PROGRAM SUPPORT AMERICAN CANCER SOCIETY GREAT W DIVISION 4550 E BELL RD PHOENIX AZ 85032 841316555 501(C)(3) 698820 800 FMV PROGRAM SUPPORT PROGRAM SUPPORT AMERICAN HEART ASSOCIATION WESTERN STATES 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85541 860269033 501(C)(3) 1820 10200 FMV PROGRAM SUPPORT PROGRAM SUPPORT SOUTHWEST CENTER FOR HIVAIDS 1144 E MCDOWELL RD PHOENIX AZ 85006 860695862 501(C)(3) 149002 0 PROGRAM SUPPORT SOUTHWEST HUMAN DEVELOPMENT 2850 N 24TH ST PHOENIX AZ 85008 860407179 501(C)(3) 4041299 0 PROGRAM SUPPORT SOUTHWEST KEYS PROGRAM CHILDHELP 2613 W CAMPBELL AVE PHOENIX AZ 85017 952884608 501(C)(3) 0 16550 FMV PROGRAM SUPPORT PROGRAM SUPPORT ST JOSEPH THE WORKER 1125 W JACKSON ST PHOENIX AZ 85007 860600437 501(C)(3) 136512 0 PROGRAM SUPPORT ST MARY'S FOOD BANK ALLIANCE 2831 N 31ST AVE PHOENIX AZ 85009 237353532 501(C)(3) 828818 1058613 FMV PROGRAM SUPPORT PROGRAM SUPPORT STARDUST BUILDING SUPPLIES 1720 W BROADWAY RD MESA AZ 85202 860868376 501(C)(3) 80000 284375 FMV PROGRAM SUPPORT PROGRAM SUPPORT STARS SCOTTSDALE TRAINING & REHABILITATION 7507 E OSBORN RD SCOTTSDALE AZ 852516425 237395103 501(C)(3) 108473 0 PROGRAM SUPPORT TEMPE COMMUNITY ACTION AGENCY 2150 E ORANGE ST TEMPE AZ 85281 860254820 501(C)(3) 256455 0 PROGRAM SUPPORT TEMPE COMMUNITY COUNCIL 34 E 7TH ST TEMPE AZ 85281 510189790 501(C)(3) 112912 3504 FMV PROGRAM SUPPORT PROGRAM SUPPORT TEMPE FIRST UNITED METHODIST CHURCH 215 E UNIVERSITY DR TEMPE AZ 85281 860171181 501(C)(3) 87197 570 FMV PROGRAM SUPPORT PROGRAM SUPPORT THE BARNESS FAMILY EAST VALLEY JEWISH 908 N ALMA SCHOOL CHANDLER AZ 85224 860618301 501(C)(3) 20000 0 PROGRAM SUPPORT THE CENTERS FOR HABILITATION 215 W LODGE DR TEMPE AZ 85283 860217033 501(C)(3) 63147 3264 FMV PROGRAM SUPPORT PROGRAM SUPPORT THE RESPITE SHELTER FOR HOMELESS MEN 7000 N CENTRAL AVE PHOENIX AZ 85020 860714904 501(C)(3) 23222 320 FMV PROGRAM SUPPORT PROGRAM SUPPORT THE RODEL CHARITABLE FOUNDATION OF AZ 6720 N SCOTTSDALE PARADISE VALLEY AZ 85253 860941890 501(C)(3) 50000 0 PROGRAM SUPPORT THE SALVATION ARMY 2707 E VAN BUREN AVE PHOENIX AZ 85008 941156347 501(C)(3) 860268 2100 FMV PROGRAM SUPPORT PROGRAM SUPPORT THE SOCIETY OF ST VINCENT DE PAUL 420 W WATKINS RD PHOENIX AZ 85003 860096789 501(C)(3) 362563 8960 FMV PROGRAM SUPPORT PROGRAM SUPPORT THE WELLNESS COMMUNITY 360 E PALM LN PHOENIX AZ 85004 860897810 501(C)(3) 82977 0 PROGRAM SUPPORT TUMBLEWEED 1419 N THIRD ST PHOENIX AZ 85004 237284153 501(C)(3) 211906 25074 FMV PROGRAM SUPPORT PROGRAM SUPPORT UMOM 3320 E VAN BUREN ST PHOENIX AZ 85008 860521062 501(C)(3) 422664 14912 FMV PROGRAM SUPPORT PROGRAM SUPPORT UNITED FOOD BANK 358 E JAVELINA AVE MESA AZ 85210 860505273 501(C)(3) 180545 0 PROGRAM SUPPORT UPWARD FOUNDATION 6306 N 7TH ST PHOENIX AZ 85014 860221195 501(C)(3) 339688 15138 FMV PROGRAM SUPPORT PROGRAM SUPPORT VALLE DEL SOL 3807 N 7TH ST PHOENIX AZ 85014 860251255 501(C)(3) 226310 11688 FMV PROGRAM SUPPORT PROGRAM SUPPORT VALLEY OF THE SUN JEWISH COMMUNITY CENTER 12701 N SCOTTSDALE RD SCOTTSDALE AZ 85254 860622258 501(C)(3) 70913 0 PROGRAM SUPPORT VALLEY OF THE SUN YMCA 350 N 1ST AVE PHOENIX AZ 85003 860096799 501(C)(3) 438832 0 PROGRAM SUPPORT VALLEYLIFE 1142 W HATCHER RD PHOENIX AZ 85021 860135640 501(C)(3) 245569 12396 FMV PROGRAM SUPPORT PROGRAM SUPPORT WASTE NOT INC 1700 N GRANITE REEF RD SCOTTSDALE AZ 85257 860650514 501(C)(3) 42226 0 PROGRAM SUPPORT WESLEY COMMUNITY CENTER 1300 S 10TH ST PHOENIX AZ 85034 860133770 501(C)(3) 121847 1312 FMV PROGRAM SUPPORT PROGRAM SUPPORT WORLD HUNGER ECUMENICAL ARIZONA 4000 N 7TH ST PHOENIX AZ 85014 742386488 501(C)(3) 35000 0 PROGRAM SUPPORT YES 100 N 15TH AVE PHOENIX AZ 85007 861023426 501(C)(3) 0 47460 FMV PROGRAM SUPPORT PROGRAM SUPPORT YWCA OF MARICOPA COUNTY 755 E WILLETTA ST PHOENIX AZ 85006 860098936 501(C)(3) 110124 0 PROGRAM SUPPORT CMTY INITIATIVE FUNDING TO VARIOUS AGENCIES VARIOUS VARIOUS AZ 85257 773007 351850 FMV PROGRAM SUPPORT PROGRAM SUPPORT SCHOLARSHIPS TO VARIOUS CHILD CARE CENTERS VARIOUS VARIOUS AZ 85034 18416411 0 PROGRAM SUPPORT DIRECT DESIGNATIONS TO VARIOUS AGENCIES VARIOUS VARIOUS AZ 85008 501(C)(3) 14906141 23822 FMV PROGRAM SUPPORT PROGRAM SUPPORT 4263 472 STIPEND TO CHILD CARE PROVIDERS-FTF REWARD 1910 1537160 0 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 2012, 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 261979 0 55000 0 32735 0 22497 0 26904 0 399115 0 0 0 KATHERINE CECALA 193681 0 0 0 6410 0 14139 0 11448 0 225678 0 0 0 NANCY DEAN 161579 0 0 0 533 0 11151 0 37998 0 211261 0 0 0 BRIAN SPICKER 162756 0 0 0 12444 0 17446 0 15193 0 207839 0 0 0 HEALTH CLUB DUES SCHEDULE J, PART I, LINE 1A VSUW OFFERS HEALTH CLUB MEMBERSHIPS AT A REDUCED RATE TO THE YMCA AND JCC TO ALL EMPLOYEES. VSUW EMPLOYEES THAT CHOOSE TO TAKE ADVANTAGE OF THIS BENEFIT ARE REQUIRED TO PAY A PORTION OF THE MONTHLY DUES WHICH ARE DEDUCTED DIRECTLY FROM THEIR PAYROLL. VSUW PAYS THE REMAINING PORTION OF THE DUES. NONQUALIFIED RETIREMENT PLAN SCHEDULE J, PART I, LINE 4B THE COMPENSATION COMMITTEE IDENTIFIED KEY SENIOR LEVEL EMPLOYEES WHOSE SKILLS AND SERVICES WERE DEEMED CRITICALLY IMPORTANT TO THE FUTURE SUCCESS OF THE ORGANIZATION. A COMPENSATION PLAN WAS ESTABLISHED BY THE COMPENSATION COMMITTEE FOR THOSE KEY EMPLOYEES TO HELP ENSURE THE ORGANIZATION ACHIEVES ITS CURRENT STRATEGIC PRIORITIES. PARTICIPANTS IN THE PLAN RECEIVE $10,000, PLUS A GROSS-UP FOR TAXES, TO BE INVESTED BY THE PARTICIPANT IN A RETIREMENT SAVINGS VEHICLE. THE AMOUNTS ARE TAXABLE IN THE CURRENT YEAR AND, AS SUCH, ARE INCLUDED IN REPORTABLE COMPENSATION IN PART VII. THE IDENTIFIED EMPLOYEES AND THEIR CURRENT YEAR PARTICIPATION ARE AS FOLLOWS: MERL WASCHLER - $10,000 CONTRIBUTION, PLUS $7,423 TAX GROSS-UP KATHERINE CECALA - $10,000 CONTRIBUTION, PLUS $5,911 TAX GROSS-UP BRIAN SPICKER - $10,000 CONTRIBUTION, PLUS $5,911 TAX GROSS-UP 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%. IF IT IS DETERMINED THAT THE CEO IS ELIGIBLE TO RECEIVE A BONUS A "REBUTTABLE PRESUMPTION CHECKLIST" IS COMPLETED BY THE COMPENSATION COMMITTEE. 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 959832 cost/selling price X 1051833 cost/selling price X OFFICE EQUIPMENT 0 251530 COST/SELLING PRICE X TICKETS/GIFT CERTIFICATES 0 1255107 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 THAT ASSIST THE ORGANIZATION IN A VARIETY OF CAPACITIES. VSUW'S VOLUNTEERS ARE A KEY COMPONENT TO THE SUCCESS OF THE ORGANIZATION. VSUW RELIES HEAVILY ON THE GUIDANCE OF KEY VOLUNTEERS TO APPROVE BUDGETS AND DISTRIBUTIONS TO THE COMMUNITY. VSUW HAS ALMOST 10,000 VOLUNTEERS IN SEVERAL POSITIONS TO INCLUDE BOARD/POLICY MAKING, CAMPAIGN, COMMUNITY IMPACT, ENDOWMENT, PUBLIC POLICY, AND A VARIETY OF DIRECT SERVICES. PROGRAM SERVICE ACCOMPLISHMENTS FORM 990, PART III, LINES 4A-C VALLEY OF THE SUN UNITED WAY (VSUW) DEVELOPS AND SUPPORTS HUNDREDS OF HEALTH AND HUMAN SERVICE PROGRAMS THAT ADDRESS OUR COMMUNITY'S MOST PRESSING NEEDS. FOCUSING IN THE AREAS OF EDUCATION, INCOME AND HEALTH, VSUW PARTNERS WITH VALLEY LEADERS, VOLUNTEERS, DONORS AND OTHER NONPROFIT ORGANIZATIONS TO FIND INNOVATIVE SOLUTIONS TO ADDRESS SHORT-TERM INDIVIDUAL NEEDS AND CREATE LONG-TERM COMMUNITY RESULTS. BY COMING TOGETHER AROUND THESE COMMON GOALS, WE CREATE LASTING, SYSTEMIC SOLUTIONS THAT TRANSFORM LIVES AND BUILD 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: ENSURING CHILDREN AND YOUTH SUCCEED TOGETHER WITH OUR PARTNERS WE FOCUS ON IMPROVING THE QUALITY OF EARLY CARE PROGRAMS, PROVIDING BETTER ACCESS TO THOSE PROGRAMS (ESPECIALLY FOR LOW-INCOME FAMILIES), EDUCATING AND ENGAGING PARENTS AND THE COMMUNITY, AND PROVIDING TEACHER TRAINING AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES. INCREASING FINANCIAL STABILITY WE ARE HELPING PEOPLE BREAK THE CYCLE OF POVERTY FOR THEMSELVES AND THEIR FAMILIES. UNITED WAY AND OUR PARTNERS ARE FOCUSED ON JOB TRAINING AND WORKFORCE PREPARATION, FINANCIAL LITERACY EDUCATION, AND CONNECTING PEOPLE TO BENEFITS THEY MIGHT NOT OTHERWISE KNOW ABOUT. ENDING HUNGER AND HOMELESSNESS ABOUT 82,000 HOUSEHOLDS IN MARICOPA COUNTY STRUGGLE TO PUT FOOD ON THE TABLE FOR THEIR FAMILIES EVERY DAY. THE GOOD NEWS IS THAT ENDING HUNGER IS POSSIBLE. OUR RESULTS IN FY2012, CONTRIBUTIONS FROM DONORS HELPED VALLEY OF THE SUN UNITED WAY: - PROVIDE PROFESSIONAL COACHING AND INCENTIVES TO THE STAFF OF 775 CHILDCARE FACILITIES IN ARIZONA TO IMPROVE THE QUALITY OF CARE AND ENHANCE SCHOOL PREPAREDNESS FOR CHILDREN. - DISTRIBUTE MORE THAN 97,000 SCHOOL READINESS KITS IN MARICOPA COUNTY AND 101,000 STATEWIDE TO PARENTS AND CAREGIVERS OF YOUNG CHILDREN PROVIDING THE TOOLS THEY NEED TO PREPARE CHILDREN TO ENTER KINDERGARTEN READY TO LEARN AND SUCCEED. - PROVIDE MORE THAN 400,000 MENTOR HOURS TO MARICOPA COUNTY YOUTH. THESE PROGRAMS ENABLE MORE THAN 200,000 YOUTH TO ACCESS QUALITY AFTERSCHOOL PROGRAMS. - ASSIST 830 INDIVIDUALS IN ACCESSING STATE AND LOCAL BENEFITS OR TAX CREDITS THEY MAY NOT HAVE OTHERWISE RECEIVE, CLAIMING MORE THAN $1 MILLION IN TAX REFUNDS. - ASSIST 3,200 INDIVIDUALS IN OBTAINING EMPLOYMENT AND PROVIDE FINANCIAL EDUCATION TO NEARLY 1,400 ADULTS. - CREATE OVER 500 UNITS OF PERMANENT SUPPORTIVE HOUSING TO END HOMELESSNESS FOR THOSE HARDEST TO SERVE. - HOST MORE THAN 44 PROJECT CONNECT EVENTS OVER THE PAST FOUR YEARS - SERVING MORE THAN 10,000 PEOPLE AND PROVIDING TENS OF THOUSANDS OF CONNECTIONS TO LIFE-CHANGING SERVICES. - CONNECT 15,000 FAMILIES WITH CHILDREN AND SENIORS TO RELIABLE FOOD SOURCES. - PROVIDE 17,000 CHILDREN AND YOUTH WITH MEALS DURING OR AFTER SCHOOL, OR IN THE SUMMER. DESCRIPTION OF RELATIONSHIPS FORM 990, PART VI, QUESTION 2 PHIL AND NITA FRANCIS HAVE A FAMILY RELATIONSHIP. WE DO NOT CONSIDER THIS A DISCLOSABLE FAMILY RELATIONSHIP THIS YEAR BECAUSE PHIL IS CONSIDERED AN HONORARY MEMBER THIS FISCAL YEAR AND WAS NOT CONSIDERED A VOTING MEMBER OF THE BOARD (AND THEREFORE ISN'T REPORTED IN PART VII). BOTH HAVE A VESTED INTEREST IN VSUW AS A PART OF THE COMMUNITY AND ARE VALUABLE VOLUNTEERS. PROCESS USED BY MANAGEMENT AND/OR GOVERNING BODY TO REVIEW 990 FORM 990, PART VI, QUESTION 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE VP/CONTROLLER. AFTER REVIEW BY THE CHIEF OPERATING 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 AND APPROVAL, THE 990 IS SIGNED AND SUBMITTED TO THE IRS. DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST FORM 990, PART VI, QUESTION 12C VSUW SENDS THE CONFLICT OF INTEREST POLICY STATEMENT AND SURVEY TO THE BOARD OF DIRECTORS ON A REGULAR BASIS. A WEB-BASED SURVEY AND THE POLICY ARE SENT TO INTERESTED PARTIES VIA EMAIL. THE EXECUTIVE OFFICE MONITORS AND MAKES THE EFFORT TO ENSURE ALL INTERESTED PARTIES COMPLETE THE SURVEY AND ACKNOWLEDGE THE CONFLICT OF INTEREST POLICY. VSUW STAFF IS ALSO TRAINED AND EDUCATED ANNUALLY ON THE CONFLICT OF INTEREST POLICY. THE STAFF IS ALSO REQUIRED TO ANNUALLY SIGN A CONFLICT OF INTEREST POLICY. PROCESS FOR DETERMINING COMPENSATION FORM 990, PART VI, 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 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 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 PART VII OF THE FORM 990 BECAUSE THEY ARE NONVOTING; HOWEVER, THEY ARE RECOGNIZED AS VALLEY OF THE SUN UNITED WAY BOARD MEMBERS. THE INDIVIDUALS INCLUDED ARE: RICK KUHLE- HONORARY MEMBER RUFUS GLASPER, PH.D. - HONORARY MEMBER GONZALO DE LA MELENA - HONORARY MEMBER PHIL FRANCIS - HONORARY MEMBER JOHNNY BASHA - HONORARY MEMBER DIANE COSTANTINO - HONORARY MEMBER AND TREASURER OTHER CHANGES IN FUND BALANCE FORM 990, PART XI, LINE 5 $(1,457,808) UNREALIZED LOSSES (2,130,762) CHANGES IN UNRECOGNIZED BENEFIT PLAN COSTS ----------- $(3,588,570) TOTAL OTHER CHANGES ===========