2025-03-28T10:45:12-05:00 2024-06-30 860683059 BEACHFLEISCHMAN PLLC 1985 E RIVER ROAD SUITE 201 TUCSON AZ 85718 990 2023-07-01 860098932 UNITED WAY OF TUCSON AND SOUTHERN ARIZONA INC UNIT 5209039000 330 N COMMERCE PARK LOOP 200 TUCSON AZ 857452792 TONY PENN PRESIDENT & CEO 5209039000 2025-03-27 1 1 KELLY L MELTZER CPA P00633511 5203214600 2025-03-27 2023 2025-03-06 01:10:19Z TONY PENN 330 N COMMERCE PARK LOOP 200 TUCSON AZ 857452792 21649763 0 X UNITEDWAYTUCSON.ORG X 1942 AZ BUILDING A THRIVING COMMUNITY BY UNITING PEOPLE, IDEAS AND RESOURCES. 26 26 83 4077 0 0 12340113 11309165 76004 79537 364678 460753 -51212 -57287 12729583 11792168 6881894 6614832 0 0 4658452 5071089 0 0 1304119 2119984 2462753 13660330 14148674 -930747 -2356506 24228981 22682639 2122493 2221524 22106488 20461115 X OUR VISION IS A COMMUNITY WHERE EVERY CHILD RECEIVES A HIGH-QUALITY EDUCATION FROM BIRTH TO CAREER, EVERY ADULT HAS THE OPPORTUNITY TO THRIVE FINANCIALLY AND IN THE WORKPLACE, AND EVERY OLDER PERSON CAN RETIRE AND AGE WITH DIGNITY AND INDEPENDENCE. 1 0 10952613 6234824 79537 UNITED WAY OF TUCSON AND SOUTHERN ARIZONA SERVED 250,000 INDIVIDUALS LOCALLY IN 2023-2024. COMMITTED TO TRANSFORMING LIVES AND DRIVING LASTING SYSTEMIC CHANGE, UNITED WAY FOCUSES ON KEY UNDERLYING ISSUES: EDUCATIONAL SUCCESS, FINANCIAL WELLNESS, HEALTHY LIVING, HOUSING STABILITY, AND HOMELESSNESS. AS THE PREMIER COMMUNITY CONVENER, UNITED WAY OF TUCSON FOSTERS STRATEGIC PARTNERSHIPS AND MOBILIZES RESOURCES TO DESIGN IMPACTFUL, INNOVATIVE SOLUTIONS THAT SUPPORT COMMUNITY MEMBERS AND STRENGTHEN THE LOCAL ECONOMY. BY UTILIZING MEASURABLE RESULTS, UNITED WAY ENSURES DATA-DRIVEN DECISION-MAKING AND MONITORS BOTH INTERNAL AND EXTERNAL PARTNER PROGRAMS TO MAXIMIZE OUTCOMES. (CONTINUED ON SCHEDULE O.) KEY 2023 - 2024 RESULTS INCLUDE:*2,979 CHILDREN ARE IN EARLY EDUCATION PROGRAMS ACTIVELY ENGAGED IN QUALITY IMPROVEMENT EFFORTS*CHILDREN RECEIVED 226,093 AGE-APPROPRIATE BOOKS TO BUILD THEIR PERSONAL HOME LIBRARIES*849 FAMILIES RECEIVED GUIDANCE FOR RAISING AND NURTURING THEIR CHILD EITHER IN THE HOME OR AT COMMUNITY-BASED SETTINGS*440 INDIVIDUALS LEARNED NEW DEVELOPMENTALLY APPROPRIATE EARLY CHILDHOOD EDUCATION AND SYSTEMS BUILDING SKILLS*1,912 OPPORTUNITY YOUTH WERE SUPPORTED TO SUSTAIN THEIR ENGAGEMENT IN CONNECTING EDUCATION AND A CAREER PATHWAY THROUGH THE RE-ENGAGEMENT CENTERS* 3,725 INDIVIDUALS WERE IMPACTED THROUGH MATH CHANGE NETWORK COLLABORATIVE EFFORTS*14,159 LOW-INCOME WORKING FAMILIES USED NO-FEE TAX PREPARATION SERVICES AT VITA SITES TO RECEIVE ALL APPROPRIATE TAX CREDITS*479 INDIVIDUALS RECEIVED ASSISTANCE TO OBTAIN PUBLIC BENEFITS, FINANCIAL EDUCATION AND COACHING*3,683 SENIORS BECAME MORE ACTIVE AND INDEPENDENT THROUGH VOLUNTEERING 116,090 HOURS TO SUPPORT OTHER SENIORS AND FAMILIES TO MEET THEIR NEEDS*23,666 SENIORS WERE ABLE TO STAY AT HOME BECAUSE OF HELP AND SUPPORT FROM QUALITY PROGRAMS*1,387 INDIVIDUALS SOUGHT MORE INFORMATION ABOUT BECOMING A DIRECT CARE WORKER*2,190 DAYS OF CARING VOLUNTEERS PROVIDED OVER 7,000 VOLUNTEER HOURS TO COMPLETE 144 COMMUNITY IMPROVEMENT PROJECTS*12,414 INDIVIDUALS LEARNED ABOUT HOW TO PLAN FOR THEIR END-OF-LIFE CHOICES THROUGH WORKSHOPS, COACHING SESSION, AND PROVIDER-SPECIFIC LEARNING OPPORTUNITIES*11,946 INDIVIDUALS WERE HELPED WITH EMERGENCY NEEDS, SUCH AS RENTAL AND UTILITY ASSISTANCE, FOOD, DIAPERS, AND HEALTH AND SAFETY NEEDS. * 715 FAMILIES OF YOUNG CHILDREN WERE SERVED WITH CLASSES, WORKSHOPS, AND PARENT-CHILD INTERACTIONS AND 32 FAMILIES BENEFITTED FROM FAMILY SUPPORT COORDINATION/CASE MANAGEMENT. 380007 380007 ALLOCATIONS - THROUGH UNITED WAY'S ANNUAL CAMPAIGN, UNITED WAY RAISES FUNDS TO DISTRIBUTE TO HEALTH AND WELFARE PROGRAMS AND SERVICES ADMINISTERED BY NOT-FOR-PROFIT AGENCIES. 11332620 1 1 0 1 0 1 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 37 0 1 83 1 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 X 26 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X GEORGE SCHLECHT VP OF FINANCE CF 5209033902 330 N COMMERCE PARK LOOP 200 TUCSON AZ 857452792 TONY PENN PRESIDENT & CEO 40.00 1.00 X 378124 0 18580 ALLISON TITCOMB SENIOR VP & CHIEF IMPACT OFFICER 40.00 X 158950 0 13366 CLAY BACON SENIOR VICE PRESIDENT & COO 40.00 X 151902 0 9500 MELISSA D'AURIA VICE PRESIDENT & CAO 40.00 X 127292 0 10956 GEORGE SCHLECHT VICE PRESIDENT & CFO 40.00 1.00 X 57468 0 4542 SYLVIA LEYBA VICE PRESIDENT & CFO 40.00 1.00 X 53736 0 2793 JEFF ARTZI DIRECTOR 1.00 X 0 0 0 JESSICA BRACK-MERRILL DIRECTOR 1.00 X 0 0 0 TY BROWN DIRECTOR 1.00 X 0 0 0 MARC CAMERON DIRECTOR 1.00 X 0 0 0 TARA CARTHEW DIRECTOR 1.00 X 0 0 0 MIMI COOMLER DIRECTOR 1.00 X 0 0 0 DEEPA DALVI DIRECTOR 1.00 X 0 0 0 MIKE DONOGHUE DIRECTOR 1.00 X 0 0 0 NEAL ECKEL DIRECTOR 1.00 X 0 0 0 EDMUNDO GAMILLO DIRECTOR 1.00 X 0 0 0 MARCO GARDNER DIRECTOR 1.00 X 0 0 0 MISTY HOLMES DIRECTOR 1.00 X 0 0 0 JOSEPH KROEGER DIRECTOR 1.00 1.00 X 0 0 0 TRISH MUIR DIRECTOR 1.00 X 0 0 0 RODERICK PREWITT DIRECTOR 1.00 X 0 0 0 HELENA RODRIGUES DIRECTOR 1.00 X 0 0 0 MARY ROWLEY DIRECTOR 1.00 X 0 0 0 BRIAN SINOTTE DIRECTOR 1.00 X 0 0 0 CARLOS SMITH DIRECTOR 1.00 X 0 0 0 MATT SMOGOR DIRECTOR 1.00 X 0 0 0 MICHELLE TRINDADE DIRECTOR 1.00 X 0 0 0 MONICA VARGAS-MAHAR DIRECTOR 1.00 X 0 0 0 ALICIA WHITE DIRECTOR 1.00 X 0 0 0 CALLINE SANCHEZ CHAIR 2.00 X X 0 0 0 ALLISON DUFFY VICE CHAIR 2.00 X X 0 0 0 MATTHEW THROWER SECRETARY 2.00 X X 0 0 0 STEVEN MANKEE TREASURER 2.00 X X 0 0 0 927472 0 59737 4 0 1 0 0 76807 250000 6420920 4561438 270785 11309165 SERVICE FEE INCOME 900099 52619 52619 MISCELLANEOUS INCOME 900099 26918 26918 79537 461597 461597 9775754 9776598 -844 -844 -844 23710 76807 80997 -57287 -57287 11792168 79537 0 403466 6611165 6611165 3667 3667 530596 335978 86303 108315 3722737 2357268 605514 759955 127791 87109 15369 25313 386337 262032 47690 76615 303628 196902 47513 59213 273 273 48400 48400 58588 58588 700768 469784 196667 34317 150426 82671 21332 46423 454127 344893 37228 72006 248839 180916 30531 37392 277358 101386 160674 15298 68370 53900 7786 6684 220819 142543 56273 22003 3180 3180 119053 75951 18222 24880 19524 19524 24637 554 24083 DUES AND SUBSCRIPTIONS 68391 25901 26785 15705 14148674 11332620 1511935 1304119 3600249 1152008 2732985 2596257 4368943 4287946 116877 176423 146487 74182 289845 248462 60907 41383 12796475 14053972 406058 300468 24228981 22682639 762268 994372 535509 623795 5345 35233 395760 294083 423611 274041 2122493 2221524 X 15890853 13847743 6215635 6613372 22106488 20461115 24228981 22682639 X -2356506 703779 7354 X 0 1 X 1 1 1 X 14574558 23078317 14232879 12340113 11309165 75535032 14574558 23078317 14232879 12340113 11309165 75535032 1174009 74361023 168438 174419 180721 361577 461597 1346752 76881784 465275 0.96720 0.97320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 14148674 14148674 857434 214359 0 0 830323 826195 833017 857434 3346969 5020454 207581 206549 208254 214359 836743 1255115 28 452230 525670 3059403 1 1 0 1 X 3345852 62572 346673 21751 3733346 3000920 150640 211759 17467 3345852 2116912 1141865 -244337 13520 3000920 1834714 1000 394900 101384 12318 2116912 1873917 44231 69294 14140 1834714 0.00000 0.87000 0.13000 0 0 682 682 0 27771 27771 0 261392 220009 41383 41383 CASH SURRENDER VALUE OF LIFE INSURANCE 16751 OPERATING LEASE ASSETS 231017 DUE FROM AFFILIATE 52700 300468 ANNUITY OBLIGATIONS 41540 FINANCE LEASE OBLIGATIONS 1578 OPERATING LEASE OBLIGATIONS 230923 274041 X PART IV, LINE 2B: CUSTODIAL LIABILITIES REPRESENT THOSE FUNDS THAT UWTSA IS HOLDING AT THE DISCRETION OF AFFILIATED AND OTHER CHARITABLE ORGANIZATIONS. AGENCY LIABILITIES REPRESENT FUNDS THAT HAVE BEEN DESIGNATED TO AGENCIES THAT UWTSA HAS NOT REMITTED. PART V, LINE 4: UWTSA'S ENDOWMENTS CONSIST OF THREE FUNDS ESTABLISHED UNDER DONOR RESTRICTION FOR CHARITABLE PURPOSES. FUNDS ARE SUBJECT TO ENDOWMENT SPENDING POLICY AND APPROPRIATION, AND ARE RESTRICTED BY DONORS FOR GENERAL USE, EDUCATION, AND THE VOLUNTEER CENTER. PART X, LINE 2: ASC 740 FOOTNOTE FROM CONSOLIDATED FINANCIAL STATEMENTS: BOTH UWTSA AND UWCC ARE EXEMPT FROM INCOME TAXES UNDER BOTH FEDERAL (INTERNAL REVENUE CODE SECTION 501(C)(3)) AND ARIZONA INCOME TAX LAWS. THEY ARE BOTH CLASSIFIED AS OTHER THAN PRIVATE FOUNDATIONS UNDER INTERNAL REVENUE CODE SECTION 509(A). INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THEIR TAX-EXEMPT PURPOSE, HOWEVER, MAY BE SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME. FROM TIME TO TIME, UWTSA AND UWCC MAY BE SUBJET TO PENALTIES AND INTEREST ASSESSED BY VARIOUS TAXING AUTHORITIES, WHICH ARE CLASSIFIED AS MANAGEMENT AND GENERAL EXPENSES, IF THEY OCCUR. BUSINESS BREAKFAST 82197 64832 17365 14154 17280 28719 CIRCLE OF EXCELLENCE 10512 8000 2512 9211 11088 7808 3975 3833 545 100517 76807 23710 14154 26491 40352 80997 -57287 1 AJO CENTER FOR SUSTAINABLE AGRICULTURE PO BOX 833 AJO AZ 85321 383909062 501(C)(3) 10000 0 GENERAL USE ALOHA TRI SPORTS PO BOX 2192 KAILUA KONA HI 96745 842191785 501(C)(3) 10500 0 GENERAL USE ALTAR VALLEY SCHOOL DISTRICT #51 10105 S SASABE RD TUCSON AZ 85736 860717667 PUBLIC SCHOOL 25304 0 GENERAL USE AMERICAN CANCER SOCIETY - TUCSON PO BOX 81409 PHOENIX AZ 85069 841316555 501(C)(3) 5511 0 GENERAL USE AMPHITHEATER PUBLIC SCHOOL DISTRICT 701 W WETMORE RD TUCSON AZ 85705 866000547 PUBLIC SCHOOL 119942 0 GENERAL USE AMPHITHEATER PUBLIC SCHOOLS FOUNDATION 701 W WETMORE RD TUCSON AZ 85705 860472926 501(C)(3) 16958 0 GENERAL USE ANGEL CHARITY FOR CHILDREN 3132 N SWAN RD TUCSON AZ 85712 860472794 501(C)(3) 7000 0 GENERAL USE ARIZONA THEATRE COMPANY PO BOX 1631 TUCSON AZ 85702 860211777 501(C)(3) 6500 0 GENERAL USE ASPEN TENNIS FOUNDATION 40 TWIN RIDGE DR ASPEN CO 81611 932494639 501(C)(3) 10000 0 GENERAL USE ASSISTANCE LEAGUE OF TUCSON 1307 N ALVERNON RD TUCSON AZ 85712 866057789 501(C)(3) 5106 0 GENERAL USE BOYS & GIRLS CLUBS OF TUCSON PO BOX 40217 TUCSON AZ 857170217 860172257 501(C)(3) 5997 0 GENERAL USE CAREGIVER TRAINING INSTITUTE 710 S KOLB RD 4 TUCSON AZ 857104941 860615999 501(C)(3) 8000 0 GENERAL USE CASA DE LOS NINOS 1120 N 5TH AVE TUCSON AZ 85705 860314595 501(C)(3) 1098771 0 GENERAL USE CASA MARIA FREE KITCHEN 401 E 26TH ST TUCSON AZ 85713 260560732 501(C)(3) 5813 0 GENERAL USE CATHOLIC COMMUNITY SERVICES - TUCSON 140 W SPEEDWAY 230 TUCSON AZ 85705 860100880 501(C)(3) 168384 0 GENERAL USE CATHOLIC COMMUNITY SERVICES FOUNDATION 140 W SPEEDWAY 230 TUCSON AZ 85705 204044791 501(C)(3) 10044 0 GENERAL USE CATLOW 1927 FOUNDATION 116 W MAIN ST BARRINGTON IL 60010 932436832 501(C)(3) 36005 0 GENERAL USE CHILD & FAMILY RESOURCES - TUCSON 2800 E BROADWAY BLVD TUCSON AZ 85716 860251984 501(C)(3) 622359 0 GENERAL USE CHILD PARENT CENTERS 602 E 22ND ST TUCSON AZ 85713 860204557 501(C)(3) 72269 0 GENERAL USE COMMUNITY FOOD BANK OF SOUTHERN ARIZONA 3003 S COUNTRY CLUB RD TUCSON AZ 85713 510192519 501(C)(3) 42101 0 GENERAL USE EARLY CHILDHOOD DEVELOPMENT GROUP 3472 E FT LOWELL RD TUCSON AZ 85716 262633177 501(C)(3) 30000 0 GENERAL USE EASTER SEALS BLAKE FOUNDATION 7750 E BROADWAY BLVD STE A200 TUCSON AZ 85710 860093224 501(C)(3) 1000971 0 GENERAL USE EDGE HIGH SCHOOL 2555 E 1ST ST TUCSON AZ 85716 860850116 501(C)(3) 7500 0 GENERAL USE EDUCATIONAL ENRICHMENT FOUNDATION 5049 E BROADWAY BLVD STE 107 TUCSON AZ 85711 742354578 501(C)(3) 5553 0 GENERAL USE EMERGE CENTER AGAINST DOMESTIC ABUSE 2545 E ADAMS ST TUCSON AZ 85716 860312162 501(C)(3) 9608 0 GENERAL USE FAMILY HOUSING RESOURCES 3505 N CAMPBELL AVE STE 501 TUCSON AZ 85719 860750139 501(C)(3) 57720 0 GENERAL USE FLOWING WELLS UNIFIED SCHOOL DISTRICT 1556 W PRINCE RD TUCSON AZ 85705 866003684 PUBLIC SCHOOL 5100 0 GENERAL USE FRIENDS OF PIMA ANIMAL CARE CENTER PO BOX 85370 TUCSON AZ 85745 474160770 501(C)(3) 11323 0 GENERAL USE FUNERAL CONSUMERS ALLIANCE OF ARIZONA 4625 E BROADWAY BLVD TUCSON AZ 85711 866040471 501(C)(3) 7500 0 GENERAL USE GOODWILL INDUSTRIES - TUCSON 1940 E SILVERLAKE 405 TUCSON AZ 85713 860223401 501(C)(3) 225046 0 GENERAL USE GOSPEL RESCUE MISSION OF TUCSON PO BOX 28813 TUCSON AZ 85726 866054088 501(C)(3) 8293 0 GENERAL USE GREEN VALLEY ASSISTANCE SERVICES 3950 S CAMINO DEL HEROE GREEN VALLEY AZ 856145700 942783969 501(C)(3) 30000 0 GENERAL USE HERITAGE CENTER FOOD PANTRY PO BOX 281 ROSELAND VA 22967 883197557 501(C)(3) 16000 0 GENERAL USE HERMITAGE NO-KILL CAT SHELTER PO BOX 13508 TUCSON AZ 85732 860213263 501(C)(3) 8796 0 GENERAL USE HESSTON COLLEGE PO BOX 3000 HESSTON KS 67062 480548361 501(C)(3) 6000 0 GENERAL USE HIGHER GROUND A RESOURCE CENTER 101 W 44TH ST TUCSON AZ 857135925 273585869 501(C)(3) 6500 0 GENERAL USE HUMANE SOCIETY OF SOUTHERN ARIZONA 635 W ROGER RD TUCSON AZ 85705 860112798 501(C)(3) 11950 0 GENERAL USE TUCSON INDUSTRIAL DEVELOPMENT AUTHORITY 1830 E BROADWAY BLVD SUITE 124-175 TUCSON AZ 85719 861045487 STATE OF ARIZONA 20000 0 GENERAL USE INTERFAITH COMMUNITY SERVICES 2820 W INA RD TUCSON AZ 857412502 860520997 501(C)(3) 28151 0 GENERAL USE INTERNATIONAL SONORAN DESERT ALLIANCE PO BOX 687 AJO AZ 85321 860778917 501(C)(3) 25225 0 GENERAL USE LA POSADA AT PARK CENTRE INC 780 S PARK CENTRE AVE GREEN VALLEY AZ 85705 860828160 501(C)(3) 13200 0 GENERAL USE LAKESHORE LEARNING MATERIALS LLC 2695 E DOMINGUEZ ST CARSON CA 90895 872802658 501(C)(3) 12421 0 GENERAL USE LITERACY CONNECTS 200 E YAVAPAI RD TUCSON AZ 85705 237047508 501(C)(3) 299859 0 GENERAL USE LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST 3364 E GRANT RD TUCSON AZ 857412502 860252302 501(C)(3) 15000 0 GENERAL USE MAKE WAY FOR BOOKS 700 N STONE AVE TUCSON AZ 85321 311583036 501(C)(3) 110983 0 GENERAL USE MARANA UNIFIED SCHOOL DISTRICT 11279 W GRIER RD 115-A MARANA AZ 85653 866003545 PUBLIC SCHOOL 42000 0 GENERAL USE NOGALES COMMUNITY DEVELOPMENT PO BOX 421 NOGALES AZ 85621 860878561 501(C)(3) 11629 0 GENERAL USE OFFICE OF THE PIMA COUNTY SCHOOL SUPERINTENDENT 200 N STONE AVE TUCSON AZ 85701 866000545 PIMA COUNTY 40000 0 GENERAL USE OUR FAMILY SERVICES 2590 N ALVERNON WAY TUCSON AZ 85712 942598560 501(C)(3) 84996 0 GENERAL USE PARENT AID CHILD ABUSE PREVENTION CENTER 2580 E 22ND ST TUCSON AZ 85713 742591577 501(C)(3) 42262 0 GENERAL USE PIMA COUNCIL ON AGING 8467 E BROADWAY BLVD TUCSON AZ 85710 860251768 501(C)(3) 153043 0 GENERAL USE PIMA COUNTY ANIMAL CARE CENTER 4000 N SILVERBELL RD TUCSON AZ 85745 866000543 PIMA COUNTY 17543 0 GENERAL USE PLANNED PARENTHOOD SOUTHERN ARIZONA 4751 N 15TH ST PHOENIX AZ 850143707 860146520 501(C)(3) 17455 0 GENERAL USE PRESCOTT COLLEGE CENTER FOR NATURE & PLACE 220 GROVE AVE PRESCOTT AZ 86301 860294012 501(C)(3) 10000 0 GENERAL USE PRIMAVERA FOUNDATION INC 151 W 40TH ST TUCSON AZ 85713 860733182 501(C)(3) 87313 0 GENERAL USE REID PARK ZOOLOGICAL SOCIETY 1030 S RANDOLPH WAY TUCSON AZ 85716 942379052 501(C)(3) 15864 0 GENERAL USE RIGHTFOOTED FOUNDATION PO BOX 69628 ORO VALLEY AZ 85737 821902815 501(C)(3) 6300 0 GENERAL USE SAHUARITA FOOD BANK 17750 S LA CANADA DR SAHUARITA AZ 85629 471654162 501(C)(3) 76312 0 GENERAL USE SAN MIGUEL HIGH SCHOOL 6601 S SAN FERNANDO RD TUCSON AZ 85756 770649648 PUBLIC SCHOOL 13466 0 GENERAL USE SOUTHERN ARIZONA ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN PO BOX 68475 ORO VALLEY AZ 85737 237095345 501(C)(3) 79678 0 GENERAL USE SPOTSYLVANIA EDUCATIONAL FOUNDATION 8020 RIVER STONE DR FREDERICKSBURG VA 22407 541663109 501(C)(3) 9995 0 GENERAL USE ST JUDE'S CHILDREN RESEARCH 501 ST JUDE PL MEMPHIS TN 381051942 620646012 501(C)(3) 8086 0 GENERAL USE STEP UP TO JUSTICE 320 N COMMERCE PARK LOOP STE 100 TUCSON AZ 85745 813776452 501(C)(3) 50210 0 GENERAL USE SUNNYSIDE UNIFIED SCHOOL DISTRICT 2238 E GINTER RD TUCSON AZ 85706 860459085 PUBLIC SCHOOL 540724 0 GENERAL USE TEEN CHALLENGE OF ARIZONA INC PO BOX 5966 TUCSON AZ 857035966 860869349 501(C)(3) 6505 0 GENERAL USE THE FOX THEATRE PO BOX 1008 TUCSON AZ 85702 860965120 501(C)(3) 5500 0 GENERAL USE THE PRINCIPIA COLLEGE 13201 CLAYTON RD ST LOUIS MO 63131 430652667 501(C)(3) 6000 0 GENERAL USE THE WOMEN'S FOUNDATION FOR THE STATE OF ARIZONA 7090 N ORACLE RD STE 178 PMB 2024 TUCSON AZ 85704 311660702 501(C)(3) 6000 0 GENERAL USE TU NIDITO CHILDREN AND FAMILY SERVICES 3922 N MOUNTAIN AVE TUCSON AZ 85719 860769031 501(C)(3) 5208 0 GENERAL USE TUCSON COMMUNITY SCHOOL 2109 E HEDRICK DR TUCSON AZ 85719 860135781 501(C)(3) 15000 0 GENERAL USE TUCSON COMMUNITY TENNIS PROGRAM PO BOX 65916 TUCSON AZ 857285916 860824137 501(C)(3) 7500 0 GENERAL USE TUCSON MOUNTAIN BAPTIST CHURCH 5757 WEST AJO WAY TUCSON AZ 85735 860564690 501(C)(3) 5925 0 GENERAL USE TUCSON MUSEUM OF ART 140 N MAIN AVE TUCSON AZ 85701 866006371 501(C)(3) 7900 0 GENERAL USE UNIVERSITY OF ARIZONA FOUNDATION - COOPERATIVE EXTENSION PO BOX 210109 TUCSON AZ 85721 866050388 501(C)(3) 34296 0 GENERAL USE CENTER FOR RECRUITMENT & RETENTION MATH TEACHERS U OF A 617 N SANTA RITA AVE MATHEMATICS DEPARTMENT TUCSON AZ 857210089 742652689 STATE OF ARIZONA 94802 0 GENERAL USE UNIVERSITY OF ARIZONA FOUNDATION 1111 N CHERRY AVE TUCSON AZ 85721 866050388 501(C)(3) 129106 0 GENERAL USE UNIVERSITY OF ARIZONA FOUNDATION - TREC PO BOX 210109 TUCSON AZ 85721 866050388 501(C)(3) 32868 0 GENERAL USE VAIL UNIFIED SCHOOL DISTRICT PO BOX 800 VAIL AZ 85641 861004321 PUBLIC SCHOOL 30942 0 GENERAL USE YMCA OF SOUTHERN ARIZONA (LOHSE FAMILY YMCA) 60 W ALAMEDA TUCSON AZ 85701 860101237 501(C)(3) 15000 0 GENERAL USE YOUTH ON THEIR OWN 1660 N ALVERNON WAY TUCSON AZ 85712 860644388 501(C)(3) 31797 0 GENERAL USE YWCA OF SOUTHERN ARIZONA 525 N BONITA AVE TUCSON AZ 85745 860098937 501(C)(3) 45192 0 GENERAL USE 81 PART I, LINE 2: EACH FUNDED PROJECT REPORTS SERVICE AND FINANCIAL INFORMATION ON-LINE. PROJECT SPECIALISTS MONITOR REPORTS ON A QUARTERLY BASIS, VISIT SITES, AND REVIEW ANNUAL REPORTS, AUDITS AND OTHER AGENCY INFORMATION ON A REGULAR BASIS TO ENSURE COMPLIANCE. AGENCY AUDITS AND ANNUAL REPORTS ARE MAINTAINED IN A CENTRAL FILE. INVOICES ARE PROCESSED BY THE SPECIALIST AND ARE APPROVED AND PROCESSED THROUGH THE UWTSA FINANCIAL MANAGEMENT SYSTEM THAT TRACKS EXPENDITURES USING SPECIFIED PROJECT CODES. ALL EXPENDITURES ARE MONITORED CLOSELY TO ENSURE THEY ARE USED FOR THE INTENDED PURPOSES. X X X X X 0 0 0 0 0 0 0 1 0 TONY PENN PRESIDENT & CEO 292059 0 86065 0 0 0 8599 0 9981 0 396704 0 0 0 ALLISON TITCOMB SENIOR VP & CHIEF IMPACT OFFICER 148950 0 10000 0 0 0 4937 0 8429 0 172316 0 0 0 CLAY BACON SENIOR VICE PRESIDENT & COO 129402 0 22500 0 0 0 4750 0 4750 0 161402 0 0 0 PART I, LINE 7 THE PRESIDENT/CEO OF UWTSA IS ENTITLED TO RECEIVE PERFORMANCE BASED INCENTIVE COMPENSATION IN AN AMOUNT NOT TO EXCEED 25% OF THE ANNUALIZED BASE SALARY PER YEAR CONTINGENT UPON THE ACCOMPLISHMENT OF MEASURABLE PERFORMANCE STANDARDS TO BE ESTABLISHED BY MUTUAL AGREEMENT BETWEEN THE PRESIDENT/CEO AND THE BOARD OF UWTSA. THE SR. VICE-PRESIDENTS, COO, CIO, CAO, AND CFO ARE ENTITLED TO RECEIVE PERFORMANCE BASED INCENTIVE COMPENSATION BASED ON THE ACCOMPLISHMENT OF MEASURABLE PERFORMANCE STANDARDS AS ESTABLISHED BY THE PRESIDENT/CEO. X 31633 FMV X 6 164625 NYSE X AUCTION ITEMS 26 43373 FMV X FURN & EQUIP 3 23394 FMV X EVENT TICKETS 1 7760 FMV 0 1 0 PART I, COLUMN (B): THE AMOUNT REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART I, LINE 6, VOLUNTEERS: UNITED WAY OF TUCSON AND SOUTHERN ARIZONA (UWTSA) ENGAGES WITH MORE THAN 4,000 VOLUNTEERS ANNUALLY WHO ARE A TREMENDOUS ASSET TO THE ORGANIZATION IN FURTHERING ITS MISSION. VOLUNTEERS ARE A KEY FACTOR TO THE SUCCESS OF THE ORGANIZATION. UWTSA RELIES ON THE LEADERSHIP, EXPERTISE, AND GUIDANCE OF KEY VOLUNTEERS TO APPROVE BUDGETS AND DISTRIBUTIONS TO THE COMMUNITY. UWTSA UTILIZES THE INVESTMENT AND SUPPORT OF VOLUNTEERS IN MANY DIFFERENT CAPACITIES INCLUDING BOARD AND COMMITTEE SERVICE, CAMPAIGN, PUBLIC POLICY, ENDOWMENT, COMMUNITY IMPACT AND EVENTS. FORM 990, PART III, LINE 2 FAMILY RESOURCE CENTERS SUPPORT FAMILIES OF CHILDREN BIRTH THROUGH AGE 5 IN DEVELOPING ENHANCED PARENTING SKILLS, PROVIDE RESOURCES TO SUPPORT OPTIMAL OUTCOMES FOR CHILDREN, AND ALLOW FOR PARENTS TO BUILD THEIR SOCIAL NETWORKS. THE FAMILY RESOURCE CENTERS PROVIDE A LOCATION FOR PARENTING ACTIVITIES. FAMILY SUPPORT COORDINATION, A STRAND OF THE FAMILY RESOURCE CENTERS' PROGRAMMING, PROVIDES INTENSIVE, SHORT-TERM SUPPORT FOR FAMILIES WITH URGENT NEEDS. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE AUDIT COMMITTEE HAS REVIEWED AND APPROVED THE DRAFT 990, IT IS PROVIDED TO EACH MEMBER OF THE BOARD FOR THEIR REVIEW PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY COVERS DIRECTORS, OFFICERS, AND EMPLOYEES. EACH DIRECTOR, PRINCIPAL OFFICER, AND MEMBER OF A COMMITTEE WITH BOARD DELEGATED POWERS ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT THE COVERED PERSON RECEIVED THE POLICY, UNDERSTANDS THE POLICY, AND AGREES TO COMPLY WITH THE POLICY. A COVERED INDIVIDUAL MAY HAVE A FINANCIAL INTEREST DIRECTLY OR INDIRECTLY THROUGH BUSINESS, INVESTMENT, OR FAMILY. THE INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND DISCLOSE THE MATERIAL FACTS. THE AUDIT COMMITTEE IS RESPONSIBLE FOR MONITORING COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY AND REPORTING TO THE BOARD OF DIRECTORS. PERIODIC REVIEWS ENSURE THAT UWTSA OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES. THE PERIODIC REVIEWS INCLUDE WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE AND ARE THE RESULT OF ARMS-LENGTH BARGAINING, WHETHER THIRD-PARTY TRANSACTIONS RESULT IN INUREMENT OR IMPERMISSIBLE PRIVATE BENEFIT, AND WHETHER PARTNERSHIPS AND JOINT VENTURES CONFORM TO WRITTEN POLICIES, ARE PROPERLY RECORDED, REFLECT REASONABLE PAYMENTS FOR GOODS AND SERVICES, FURTHER UWTSA'S CHARITABLE PURPOSES AND DO NOT RESULT IN INUREMENT OR IMPERMISSIBLE PRIVATE BENEFIT. AFTER DISCLOSURE, THE BOARD MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. THE UNCONFLICTED MEMBERS WILL DETERMINE IF ENTERING INTO THE TRANSACTION IS IN THE BEST INTEREST OF THE ORGANIZATION. ANNUALLY, EACH COVERED PERSON SHALL BE PROVIDED A COPY OF THE CONFLICT OF INTEREST POLICY AND SHALL COMPLETE A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS OR CIRCUMSTANCES THAT COULD CONTRIBUTE TO A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE REVIEWED PRIOR COMPENSATION MARKET ANALYSES AND CURRENT PERFORMANCE RESULTS. THE EXECUTIVE COMMITTEE THEN PRESENTED ITS COMPENSATION RECOMMENDATION FOR THE PRESIDENT/CEO TO THE BOARD OF DIRECTORS. COMPENSATION IS FORMALIZED IN AN EMPLOYMENT AGREEMENT WITH THE PRESIDENT/CEO. THE LAST AGREEMENT WAS EXECUTED JULY 1, 2022. FORM 990, PART VI, SECTION C, LINE 19 FORM 990, AUDIT REPORTS AND OTHER DOCUMENTS ARE POSTED ON OUR WEBSITE. FORM 990, PART XI, LINE 9: BOOK/TAX DIFFERENCE - OPERATING LEASE 7,354. UNITED WAY CAPITAL CORPORATION 330 N COMMERCE PARK LOOP 200 TUCSON AZ 85745 860984771 LEASE FACILITIES TO NONPROFITS AT BELOW MARKET RATES AZ 501(C)(3) LINE 12A, I UNITED WAY OF TUCSON AND SOUTHERN ARIZONA 1 0 0 1 1 0 0 0 0 0 0 1 1 0 1 1 0 0 0 0 UNITED WAY CAPITAL CORPORATION C 250000 CASH RECEIVED UNITED WAY CAPITAL CORPORATION K 214920 CASH PAID UNITED WAY CAPITAL CORPORATION K 315191 FMV IN EXCESS OF CASH PAID UNITED WAY CAPITAL CORPORATION L 15000 MANAGEMENT FEE CHARGED UNITED WAY CAPITAL CORPORATION D 177700 BALANCE AT YEAREND