Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 07-01-2010 and ending 06-30-2011
BCheck if applicable:
CName of organization
VALLEY OF THE SUN UNITED WAY
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1515 EAST OSBORN
 
Room/suite
City or town, state or country, and ZIP + 4
PHOENIX, AZ85014
D Employer identification number

86-0104419
E Telephone number

G Gross receipts $ 71,656,940
F Name and address of principal officer:
MERL WASCHLER
1515 EAST OSBORN ROAD
PHOENIX,AZ85014
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.VSUW.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1925
M State of legal domicile: AZ
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: 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.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 48
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 48
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 130
6 Total number of volunteers (estimate if necessary) .... 6 9,908
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b 0
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 72,526,554 69,993,209
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 721,016 1,086,090
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 101,366 259,755
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 73,348,936 71,339,054
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 62,038,332 59,870,628
14 Benefits paid to or for members (Part IX, column (A), line 4) .... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 6,913,259 6,906,360
16a Professional fundraising fees (Part IX, column (A), line 11e).... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet4,153,622    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 3,720,401 3,410,831
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 72,671,992 70,187,819
19 Revenue less expenses. Subtract line 18 from line 12...... 676,944 1,151,235
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 47,051,607 75,586,504
21 Total liabilities (Part X, line 26)............ 32,416,645 28,665,569
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 14,634,962 46,920,935
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 40,889,018 including grants of $ 40,889,018 ) (Revenue $ 0 )
GRANTS, ALLOCATIONS, AND DISTRIBUTIONS TO HEALTH AND HUMAN SERVICE PROGRAMS AND VSUW COMMUNITY OBJECTIVES. SEE SCHEDULE O FOR FURTHER DETAIL.
4b (Code:   ) (Expenses $ 18,981,610 including grants of $ 18,981,610 ) (Revenue $   )
DESIGNATIONS TO VARIOUS COMMUNITY NON-PROFIT ORGANIZATIONS. SEE SCHEDULE O FOR FURTHER DETAIL.
4c (Code:   ) (Expenses $ 3,665,987 including grants of $   ) (Revenue $   )
PROGRAM ACTIVITIES SUPPORTING COMMUNITY INITIATIVES. SEE SCHEDULE O FOR FURTHER DETAIL.
4d Other program services. (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 63,536,615
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part IIIClick to see attachment........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
Yes
 
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
Yes
 
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
 
No
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part I
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II..........
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III...................
19
 
No
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
Yes
 
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I......
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II...........................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III...............
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV .........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV...................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV..
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I........................... Click to see attachment
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
Yes
 
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
810
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
130
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
No
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
No
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
No
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
No
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
48
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
48
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
Yes
 
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
 
No
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
 
No
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
AZ
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
KATHERINE CECALA
1515 EAST OSBORN ROAD
PHOENIX,AZ85014
(602) 631-4800
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) DOUGLAS PARKER
BOARD CHAIRMAN
 4.0 X   X       0 0 0
(2) MICHAEL BIELECKI
SECRETARY
 4.0 X   X       0 0 0
(3) TOD SMITH
TREASURER
 4.0 X   X       0 0 0
(4) BETTINA NAVA
DIRECTOR
 2.0 X           0 0 0
(5) CARL LANDRUM
DIRECTOR
 2.0 X           0 0 0
(6) CARLOS GONZALES
DIRECTOR
 2.0 X           0 0 0
(7) DAVE HALL
DIRECTOR
 2.0 X           0 0 0
(8) DAVID SMITH
DIRECTOR
 2.0 X           0 0 0
(9) DEANNA SALAZAR
DIRECTOR
 2.0 X           0 0 0
(10) DERRICK HALL
DIRECTOR
 2.0 X           0 0 0
(11) DIANE COSTANTINO
DIRECTOR
 2.0 X           0 0 0
(12) DONALD SMITH JR CPCU
DIRECTOR
 2.0 X           0 0 0
(13) DOUG DAVIS
DIRECTOR
 2.0 X           0 0 0
(14) ED OXFORD
DIRECTOR
 2.0 X           0 0 0
(15) EDWARD SMITH
DIRECTOR
 2.0 X           0 0 0
(16) EILEEN WARD
DIRECTOR
 2.0 X           0 0 0
(17) GONZALO DE LA MELENA
DIRECTOR
 2.0 X           0 0 0
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) HOPE LEVIN
DIRECTOR
 2.0 X           0 0 0
(19) JANICE TODD
DIRECTOR
 2.0 X           0 0 0
(20) JEFF ENGLAND
DIRECTOR
 2.0 X           0 0 0
(21) JEFF KUNKEL
DIRECTOR
 2.0 X           0 0 0
(22) JIM CAMPBELL
DIRECTOR
 2.0 X           0 0 0
(23) JOHNNY BASHA
DIRECTOR
 2.0 X           0 0 0
(24) JON HELD
DIRECTOR
 2.0 X           0 0 0
(25) JUANITA NITA FRANCIS
DIRECTOR
 2.0 X           0 0 0
(26) KATHLEEN QUIRK
DIRECTOR
 2.0 X           0 0 0
(27) KATHY HANCOCK
DIRECTOR
 2.0 X           0 0 0
(28) KENT SCRIBNER
DIRECTOR
 2.0 X           0 0 0
(29) KEVIN MORAN
DIRECTOR
 2.0 X           0 0 0
(30) MARGIE EMMERMANN
DIRECTOR
 2.0 X           0 0 0
(31) MARY ALEXANDER
DIRECTOR
 2.0 X           0 0 0
(32) MERNOY HARRISON
DIRECTOR
 2.0 X           0 0 0
(33) MICHAEL BENDER
DIRECTOR
 2.0 X           0 0 0
(34) MIKE TULLY
DIRECTOR
 2.0 X           0 0 0
(35) PAMELA CONBOY
DIRECTOR
 2.0 X           0 0 0
(36) PETE GORRAIZ
DIRECTOR
 2.0 X           0 0 0
(37) PHIL FRANCIS
DIRECTOR
 2.0 X           0 0 0
(38) REED MITTELSTAEDT
DIRECTOR
 2.0 X           0 0 0
(39) RICK KUHLE
DIRECTOR
 2.0 X           0 0 0
(40) RUFUS GLASPER PHD
DIRECTOR
 2.0 X           0 0 0
(41) STEVE MOAK
DIRECTOR
 2.0 X           0 0 0
(42) STEVE WHEELER
DIRECTOR
 2.0 X           0 0 0
(43) SUSAN FRANK
DIRECTOR
 2.0 X           0 0 0
(44) THOMAS FRANZ
DIRECTOR
 2.0 X           0 0 0
(45) VICTOR FLORES
DIRECTOR
 2.0 X           0 0 0
(46) VINCE ROIG
DIRECTOR
 2.0 X           0 0 0
(47) WARREN WHITNEY
DIRECTOR
 2.0 X           0 0 0
(48) WILLIAM BILL PEPICELLOPHD
DIRECTOR
 2.0 X           0 0 0
(49) MERL WASCHLER
CEO/PRESIDENT
 60.0     X       297,512 0 60,113
(50) KATHERINE CECALA
CHIEF OPERATING OFFICER
 60.0     X       197,081 0 32,181
(51) JOHN HOGG
SENIOR VP MARKETING
 60.0         X   138,114 0 24,928
(52) TERI HAUSER
VP OF PRINCIPAL GIFTS
 50.0         X   100,410 0 19,947
(53) BRIAN SPICKER
SENIOR VP COMMUNITY IMPACT
 60.0         X   178,079 0 28,725
(54) KEN BROOKS
CHIEF INFORMATION OFFICER
 50.0         X   115,672 0 14,123
(55) NANCY DEAN
SENIOR VP RESOURCE DEVELOPMENT
 60.0         X   156,011 0 27,603
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 1,182,879 0 207,620
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet7
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
CHARLES SCHWAB TRUST COMPANY
4722 N 24TH ST STE 120
PHOENIX,AZ85016 		EMPLOYEE PENSIONS 424,270
OFF MADISON AVE
80 E RIO SALADO PARKWAY STE 711
TEMPE,AZ85281 		MARKETING SERVICES 292,023
MOUNTAIN STATES ADMINISTRATIVE SERV
7202 E ROSEWOOD 200
TUCSON,AZ85710 		HEALTH INSURANCE 284,454
AMERICAN EXPRESS COMPANY
BOX 0001
LOS ANGELES,CA900960001 		CREDIT CARD SERVICES 279,452
SCHOLASTIC INC
PO BOX 3720
JEFFERSON CITY,MO651023720 		PROGRAM SERVICES 244,500
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet5
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a 2,431,855
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e 20,046,109
f All other contributions, gifts, grants, and
similar amounts not included above1f 		47,515,245
g Noncash contributions included in lines 1a-1f:$ 2,429,706
h Total. Add lines 1a-1f.......MediumBullet 69,993,209
Program Service Revenue Business Code
2a
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 0
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 999,676     999,676
4 Income from investment of tax-exempt bond proceeds..MediumBullet 0      
5 Royalties............MediumBullet 0      
(i) Real (ii) Personal
6a Gross Rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 404,300  
b Less: cost or other basis and sales expenses 317,886  
c Gain or (loss) 86,414  
d Net gain or (loss)..........MediumBullet 86,414     86,414
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 0      
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Miscellaneous Revenue Business Code
11a MISCELLANEOUS REVENUE 900,099 259,755 259,755    
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 259,755
12 Total revenue. See Instructions....MediumBullet 71,339,054 259,755   1,086,090
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 58,806,828 58,806,828
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22 1,063,800 1,063,800
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16 0 0
4 Benefits paid to or for members 0 0
5 Compensation of current officers, directors, trustees, and key employees .... 494,594 183,401 162,830 148,363
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0 0 0 0
7 Other salaries and wages 4,544,313 1,599,491 1,007,041 1,937,781
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 508,950 181,782 118,619 208,549
9 Other employee benefits ....... 960,937 346,411 223,635 390,891
10 Payroll taxes ........... 397,566 141,657 92,188 163,721
11 Fees for services (non-employees):        
a Management ...... 0 0 0 0
b Legal ......... 789 211 316 262
c Accounting ........... 109,128 19,650 85,166 4,312
d Lobbying ........... 0 0 0 0
e Professional fundraising. See Part IV, line 17.. 0 0
f Investment management fees ...... 186,390 66,709 48,682 70,999
g Other .......... 0 0 0 0
12 Advertising and promotion .... 434,927 105,222 156,945 172,760
13 Office expenses ....... 246,782 92,664 54,547 99,571
14 Information technology ...... 309,217 159,269 90,836 59,112
15 Royalties .. 0 0 0 0
16 Occupancy ........... 195,969 70,874 40,042 85,053
17 Travel ............ 51,243 19,115 2,389 29,739
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0 0 0 0
19 Conferences, conventions, and meetings .... 87,245 29,274 25,993 31,978
20 Interest ........... 0 0 0 0
21 Payments to affiliates ....... 467,864 125,413 187,214 155,237
22 Depreciation, depletion, and amortization ..... 288,704 104,924 59,335 124,445
23 Insurance .............. 51,947 17,179 12,536 22,232
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a PRINTING AND PUBLICATIONS 613,659 349,809 25,762 238,088
b OTHER FEES - PAYROLL, BANK, CR 105,971 23,167 54,269 28,535
c SPECIAL EVENTS 170,417 10,100 7,613 152,704
d MISC 53,972 7,978 30,208 15,786
e STAFF DEVELOPMENT 36,607 11,687 11,416 13,504
f All other expenses        
25 Total functional expenses. Add lines 1 through 24f 70,187,819 63,536,615 2,497,582 4,153,622
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing ..........   1  
2 Savings and temporary cash investments ....... 8,370,151 2 6,191,102
3 Pledges and grants receivable, net ......... 17,332,611 3 20,399,326
4 Accounts receivable, net .........   4  
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net .............   7  
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ............ 220,506 9 601,458
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 5,117,236
b Less: accumulated depreciation. ..... 10b 3,927,172 1,292,640 10c 1,190,064
11 Investments—publicly traded securities .......... 19,835,699 11 46,123,384
12 Investments—other securities. See Part IV, line 11 ......   12  
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ........... 0 15 1,081,170
16 Total assets. Add lines 1 through 15 (must equal line 34)... 47,051,607 16 75,586,504
Liabilities 17 Accounts payable and accrued expenses . 5,220,883 17 3,049,256
18 Grants payable .......... 26,048,405 18 25,616,313
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 1,147,357 25 0
26 Total liabilities. Add lines 17 through 25..... 32,416,645 26 28,665,569
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 14,457,920 27 32,415,826
28 Temporarily restricted net assets ..... 177,042 28 402,113
29 Permanently restricted net assets ..... 0 29 14,102,996
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 14,634,962 33 46,920,935
34 Total liabilities and net assets/fund balances ..... 47,051,607 34 75,586,504
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
71,339,054
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
70,187,819
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
1,151,235
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
14,634,962
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
31,134,738
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
46,920,935
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
Yes
 
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
Yes
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
VALLEY OF THE SUN UNITED WAY
 
Employer identification number

86-0104419
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 51,947,742 55,833,793 58,042,367 72,526,554 69,993,209 308,343,665
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3.. 51,947,742 55,833,793 58,042,367 72,526,554 69,993,209 308,343,665
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..            
6 Public Support. Subtract line 5 from line 4.           308,343,665
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4.. 51,947,742 55,833,793 58,042,367 72,526,554 69,993,209 308,343,665
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 1,215,385 1,411,097 1,083,061 510,014 999,676 5,219,233
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets.. 94,414 0 111,058 101,366 259,755 566,593
11 Total support (Add lines 7 through 10).           314,129,491
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
98.158 %
15
15
98.157 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
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. ADDITIONALLY, A PORTION OF MISCELLANEOUS REVENUE INCLUDES CHECKS DEEMED "STALE" BY THE STATE OF ARIZONA THAT WERE PROVIDED TO AGENCIES FROM VSUW AS GRANTS FOR WHICH NO SERVICES OR GOODS WERE TRADED. VSUW FOLLOWS ALL STANDARDS AS PROVIDED BY THE STATE OF ARIZONA, INCLUDING ATTEMPTING TO CONTACT AGENCIES SEVERAL TIMES TO VERIFY THAT THE FUNDS ARE NOT DUE TO THE AGENCY. IF VSUW HAS ELECTRONIC DEPOSIT INFORMATION FROM AGENCIES THAT HAVE NOT CASHED CHECKS MADE PAYABLE TO THE AGENCY, VSUW WILL DEPOSIT THE FUNDS ELECTRONICALLY WITH NOTICE. IN MOST INSTANCES THAT CHECKS ARE DEEMED "STALE" AND ARE RECORDED AS MISCELLANEOUS REVENUE, THE ORGANIZATION HAS BEEN CLOSED AND IS NO LONGER ELIGIBLE TO RECEIVE FUNDS.
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
VALLEY OF THE SUN UNITED WAY
 
Employer identification number

86-0104419
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
VALLEY OF THE SUN UNITED WAY
  		Employer identification number

86-0104419
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
VALLEY OF THE SUN UNITED WAY
  		Employer identification number

86-0104419
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
VALLEY OF THE SUN UNITED WAY
  		Employer identification number

86-0104419
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
If the organization answered “Yes,” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes,” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes,” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35a (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
VALLEY OF THE SUN UNITED WAY
 
Employer identification number

86-0104419
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization's direct and indirect political campaign activities on behalf of or in opposition to candidates for public office in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt funtion activities ....................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2010

Schedule C (Form 990 or 990-EZ) 2010
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
Organization's
Totals 		(b) Affiliated Group
Totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......    
c Total lobbying expenditures (add lines 1a and 1b) ...................    
d Other exempt purpose expenditures ........................    
e Total exempt purpose expenditures (add lines 1c and 1d) ...............    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) .................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) Total
             
2a Lobbying non-taxable amount          
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		         
             
c Total lobbying expenditures          
             
d Grassroots non-taxable amount          
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		          
             
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2010


Schedule C (Form 990 or 990-EZ) 2010
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
Yes
 
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? If "Yes," describe in Part IV ..........................
 
No
 
j
Total. lines 1c through 1i ...................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
 
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
 
3
Did the organization agree to carryover lobbying and political expenditures from the prior year? ..........
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, lines 1 and 2 are answered “No” OR if Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; and Part ll-B, line 1i.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2010

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
VALLEY OF THE SUN UNITED WAY
 
Employer identification number

86-0104419
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....... 2  
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ... 12,500  
4 Aggregate value at end of year ....... 123,012  
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 0    
b Contributions ........ 32,745,830    
c Investment earnings or losses ... 475,837    
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		     
f Administrative expenses ....      
g End of year balance ...... 33,221,667    
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet57.550 %
b
Permanent endowment: SchDMd Bullet42.450 %
c
Term endowment: SchDMd Bullet  
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ................. 0 36,103 36,103
b Buildings ................ 0 1,669,459 1,308,881 360,578
c Leasehold improvements ............ 0 577,524 395,704 181,820
d Equipment ................ 0 1,466,291 1,146,368 319,923
e Other .................   1,367,859 1,076,219 291,640
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 1,190,064
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes 0








Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 0
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1 71,339,054
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2 70,187,819
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3 1,151,235
4 Net unrealized gains (losses) on investments .......................... 4 2,603,274
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8 3,891,003
9 Total adjustments (net). Add lines 4 - 8 ............................. 9 6,494,277
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10 7,645,512
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1 58,930,634
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a 2,603,271
b Donated services and use of facilities ......... 2b 43,913
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d -15,055,604
e Add lines 2a through 2d ..................... 2e -12,408,420
3 Subtract line 2e from line 1..................... 3 71,339,054
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5 71,339,054
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1 51,285,122
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 43,913
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d -18,946,610
e Add lines 2a through 2d...................... 2e -18,902,697
3 Subtract line 2e from line 1..................... 3 70,187,819
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5 70,187,819
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
ENDOWMENT BALANCES PART V, LINES 1B AND 1G THE ENDING BALANCE ON LINE 1G CONSISTS OF BOARD-DESIGNATED ENDOWMENTS ($19,118,671) AND PERMANENTLY RESTRICTED ENDOWMENT FUNDS (14,102,996).
INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS 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. AS OF MARCH 1, 2011 VALLEY OF THE SUN UNITED WAY AND ITS SUPPORTING ORGANIZTION (VALLEY OF THE SUN UNITED WAY FOUNDATION) WERE MERGED. THE CONTRIBUTIONS ON SCHEDULE D, PART V, LINE 1B INCLUDE THE TRANSFER MADE WHEN THE TWO WERE MERGED IN ADDITION TO CONTRIBUTIONS AND PLEDGE LOSS RECEIVED FOR THE ENDOWMENT FOR THE PERIOD OF MARCH JUNE AFTER THE MERGER.
ASC 740 (FIN48) FOOTNOTE PART X, LINE 2 IN JUNE 2006, THE FASB ISSUED GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENTS ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENTS OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION ADOPTED THIS GUIDANCE ON JULY 1, 2009. THE ADOPTION OF THIS GUIDANCE BY THE ORGANIZATION DID NOT RESULT IN AN ADJUSTMENT TO THE ORGANIZATION'S OPENING BALANCE OF NET ASSETS.
OTHER ADJUSTMENTS PART XI, LINE 8 $3,891,003 NET INCOME REPORTED ON SEPARATE FOUNDATION FORM 990
OTHER ADJUSTMENTS PART XII, LINE 2D ($3,926,006) - VSUW FOUNDATION WAS CONSIDERED A SUPPORTING ORANIZATION OF VSUW IN PAST YEARS. THE FOUNDATION FILED A SEPARATE 990, BUT COMBINED FINANCIAL STATEMENTS WERE ISSUED. THE BOARD APPROVED A MERGER OF THE TWO ORGANIZATIONS AND THIS TRANSFER OF NET ASSETS IS A RESULT OF THIS DECISION. THE AMOUNT REFERENCED INCLUDES REVENUE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS THAT WAS RECEIVED PRIOR TO THE MERGER AND IS THEREFORE REPORTED ON THE FOUNDATION FORM 990. $18,981,610 - DESIGNATIONS MADE TO OTHER AGENCIES THAT ARE NOT INCLUDED AS REVENUE ON THE FINANCIAL STATEMENTS BUT ARE RECOGNIZED ON THE 990.
OTHER ADJUSTMENTS PART XIII, LINE 2D ($35,000) - VSUW FOUNDATION WAS CONSIDERED A SUPPORTING ORGANIZATION OF VSUW IN PAST YEARS. THE FOUNDATION FILED A SEPARATE 990 BUT COMBINED FINANCIAL STATEMENTS WERE ISSUED. THE BOARD APPROVED A MERGER OF TWO ORGANIZATIONS AND THIS TRANSFER OF NET ASSETS IS A RESULT OF THIS DECISION. THE AMOUNT REFERENCED INCLUDES EXPENSE FROM THE FOUNDATION PRIOR TO THE MERGER WHICH IS THERFORE REPORTED ON THE FOUNDATION'S SEPARATE FORM 990. $18,981,610 - THE AMOUNT REFERENCED ALSO INCLUDES DESIGNATIONS MADE TO OTHER AGENCIES THAT ARE NOT INCLUDED AS EXPENSES ON THE FINANCIAL STATEMENTS BUT ARE RECOGNIZED ON THE 990.
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
VALLEY OF THE SUN UNITED WAY
 
Employer identification number
86-0104419
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) 1N10 INC4121 NORTH SEVENTH AVE
PHOENIX,AZ85013 		86-0728990 501(C)(3) 48,723 2,800 FMV   Program Support
(2) A NEW LEAF INC868 EAST UNIVERSITY DR
MESA,AZ85203 		86-0256667 501(C)(3) 614,100 10,053 FMV   PROGRAM SUPPORT
(3) ADELANTE HEALTHCARE INC16551 NORTH DYSART RD
SURPRISE,AZ85374 		86-0377821 501(C)(3) 76,839 13,278 FMV   PROGRAM SUPPORT
(4) AID TO ADOPTION OF SPECIAL KIDS2320 NORTH 20TH ST
PHOENIX,AZ85006 		86-0611935 501(C)(3) 107,552 7,315 FMV   PROGRAM SUPPORT
(5) ALZHEIMER'S ASSOC DESERT SW CHAPTER1028 EAST MCDOWELL RD
PHOENIX,AZ85006 		86-0402582 501(C)(3) 169,341 4,800 FMV   PROGRAM SUPPORT
(6) AMERICAN CANCER SOCIETY GREAT W DIVISION4550 EAST BELL RD
PHOENIX,AZ85032 		84-1316555 501(C)(3) 673,514       PROGRAM SUPPORT
(7) AMERICAN HEART ASSOCIATION2929 SOUTH 48TH ST
TEMPE,AZ85282 		13-5613797 501(C)(3) 368,532       PROGRAM SUPPORT
(8) AMERICAN RED CROSS GRAND CANYON CHAPTER6135 N BLK CANYON HWY
PHOENIX,AZ85015 		86-0098906 501(C)(3) 852,155       PROGRAM SUPPORT
(9) ARIZONA BRIDGE TO INDEPENDENT LIVING5025 E WASHINGTON ST
PHOENIX,AZ850342005 		86-0486447 501(C)(3) 110,539 4,230 FMV   PROGRAM SUPPORT
(10) ARIZONA CNTR FOR BLIND & VISUALLY IMPAIRED3100 EAST ROOSEVELT ST
PHOENIX,AZ85008 		86-0133392 501(C)(3) 214,034       PROGRAM SUPPORT
(11) ARIZONA FOUNDATION FOR THE HANDICAPPED3146 EAST WINDSOR AVE
PHOENIX,AZ85008 		86-0180419 501(C)(3) 114,167 1,770 FMV   PROGRAM SUPPORT
(12) ARIZONA HOUSING INC230 SOUTH 12TH AVE
PHOENIX,AZ85007 		86-0811431 501(C)(3) 108,708       PROGRAM SUPPORT
(13) ARIZONA LITERACY AND LEARNING CENTER INC14001 NORTH SEVENTH ST
PHOENIX,AZ85022 		86-1032912 501(C)(3) 156,374 1,400 FMV   PROGRAM SUPPORT
(14) ARIZONA QUEST FOR KIDS1430 EAST MISSOURI AVE
PHOENIX,AZ85014 		86-0989377 501(C)(3) 30,688 28,875 FMV   PROGRAM SUPPORT
(15) ARIZONA SAVES6633 N BLK CANYON HWY
PHOENIX,AZ85015 		71-0946315 501(C)(3) 36,500       PROGRAM SUPPORT
(16) ARIZONA WOMEN'S EDUCATION & EMPLOYMENT640 NORTH 1ST AVE
PHOENIX,AZ85003 		86-0412509 501(C)(3) 268,273 6,406 FMV   Program Support
(17) ARIZONA'S CHILDREN ASSOCIATION2833 NORTH THIRD ST
PHOENIX,AZ85004 		86-0096772 501(C)(3) 298,074 8,175 FMV   PROGRAM SUPPORT
(18) ASSOCIATION FOR SUPPORTIVE CHILD CARE3910 SOUTH RURAL RD
TEMPE,AZ85282 		86-0332919 501(C)(3) 3,051,127 18,688 FMV   PROGRAM SUPPORT
(19) ASSOCIATION OF ARIZONA FOOD BANKS(AAFB)2100 N CENTRAL AVE
PHOENIX,AZ85004 		86-0507679 501(C)(3) 283,799       PROGRAM SUPPORT
(20) ASU FOUNDATION300 EAST UNIVERSITY DR
PHOENIX,AZ85281 		86-6051042 501(C)(3) 54,601       PROGRAM SUPPORT
(21) BANNER OLIVE BRANCH SENIOR CENTER11250 NORTH 107TH AVE
SUN CITY,AZ85351 		45-0233470 501(C)(3) 122,504 3,650 FMV   PROGRAM SUPPORT
(22) BANNER POISON CONTROL CENTER1111 EAST MCDOWELL RD
PHOENIX,AZ85006 		45-0233470 501(C)(3) 85,943 378 FMV   PROGRAM SUPPORT
(23) BARNESS FAMILY JEWISH COMMUNITY CENTER908 NORTH ALMA SCHOOL
CHANDLER,AZ85224 		86-0618301 501(C)(3) 23,352       PROGRAM SUPPORT
(24) BIG BROTHERS BIG SISTERS OF CEN AZ1010 EAST MCDOWELL RD
PHOENIX,AZ85006 		86-0205254 501(C)(3) 456,078 1,390 FMV   PROGRAM SUPPORT
(25) BOY SCOUTS OF AMERICA GRAND CANYON2969 NORTH GREENFIELD RD
PHOENIX,AZ85016 		86-1010295 501(C)(3) 466,564 4,380 FMV   PROGRAM SUPPORT
(26) BOYS & GIRLS CLUBS OF GREATER SCOTTSDALE10515 EAST LAKEVIEW DR
SCOTTSDALE,AZ85258 		86-0133718 501(C)(3) 292,992 2,003 FMV   PROGRAM SUPPORT
(27) BOYS & GIRLS CLUBS OF METRO PHOENIX2645 NORTH 24TH ST
PHOENIX,AZ85008 		86-0107639 501(C)(3) 989,870 4,075 FMV   PROGRAM SUPPORT
(28) BOYS & GIRLS CLUBS OF THE EAST VALLEY1405 EAST GUADALUPE RD
TEMPE,AZ852833971 		86-0550646 501(C)(3) 450,187 378 FMV   PROGRAM SUPPORT
(29) CAMP FIRE USA GREATER ARIZONA COUNCIL2345 EAST THOMAS RD
PHOENIX,AZ850167862 		86-0104417 501(C)(3) 221,373 17,950 FMV   PROGRAM SUPPORT
(30) CATHOLIC CHARITIES COMMUNITY SERVICES4747 NORTH 7TH AVE
PHOENIX,AZ85013 		86-0239999 501(C)(3) 435,635 3,700 FMV   PROGRAM SUPPORT
(31) CENTRAL ARIZONA COLLEGE-QUALITY 1ST PROGRAM8470 N OVERFIELD RD
COOLIDGE,AZ85228 		86-0180838 501(C)(3) 642,990       PROGRAM SUPPORT
(32) CENTRAL ARIZONA SHELTER SERVICES (CASS)215 WEST LODGE DR
TEMPE,AZ852833652 		86-0500753 501(C)(3) 923,634 12,330 FMV   PROGRAM SUPPORT
(33) CHANDLER CHRISTIAN COMMUNITY CENTER230 SOUTH 12TH AVE
PHOENIX,AZ85007 		86-0428780 501(C)(3) 49,233 378 FMV   PROGRAM SUPPORT
(34) CHANDLERGILBERT ARC3250 N SAN MARCOS PL
CHANDLER,AZ85225 		86-0446774 501(C)(3) 76,765 2,766 FMV   PROGRAM SUPPORT
(35) CHICANOS POR LA CAUSA INC1112 EAST BUCKEYE RD
PHOENIX,AZ85034 		86-0227210 501(C)(3) 510,173 21,228 FMV   PROGRAM SUPPORT
(36) CHILD CRISIS CENTER604 WEST NINTH ST
MESA,AZ85201 		86-0407090 501(C)(3) 221,744 9,050 FMV   PROGRAM SUPPORT
(37) CHILDREN'S ACTION ALLIANCE4001 NORTH THIRD ST
PHOENIX,AZ85012 		86-0594785 501(C)(3) 8,163       PROGRAM SUPPORT
(38) CHRYSALIS1010 E MCDOWELL RD
PHOENIX,AZ85006 		86-0447620 501(C)(3) 149,559       PROGRAM SUPPORT
(39) COMMUNITIES IN SCHOOLS OF ARIZONA333 E VIRGINIA AVE
PHOENIX,AZ85004 		86-0776545 501(C)(3) 119,908 15,525 FMV   PROGRAM SUPPORT
(40) COMMUNITY BRIDGES INC1811 S ALMA SCHOOL RD
MESA,AZ85210 		86-0823871 501(C)(3) 82,044       PROGRAM SUPPORT
(41) COMMUNITY INFORMATION & REFERRAL2200 N CENTRAL AVE
PHOENIX,AZ85004 		86-0374813 501(C)(3) 295,001       PROGRAM SUPPORT
(42) COMMUNITY LEGAL SERVICES INC305 SOUTH 2ND AVE
PHOENIX,AZ85003 		86-0166615 501(C)(3) 211,333 6,725 FMV   PROGRAM SUPPORT
(43) COMMUNITY SERVICES OF ARIZONA650 NORTH ARIZONA AVE
CHANDLER,AZ85225 		23-7181540 501(C)(3) 380,854       PROGRAM SUPPORT
(44) CONCERNED CITIZENS FOR COMMUNITY HEALTH7700 EAST ROOSEVELT
SCOTTSDALE,AZ85251 		95-3416943 501(C)(3) 95,485 2,250 FMV   PROGRAM SUPPORT
(45) CORPORATION FOR SUPPORTIVE HOUSING50 BROADWAY 17TH FLOOR
NEW YORK,NY10004 		13-3600232 501(C)(3) 110,866       PROGRAM SUPPORT
(46) CRISIS NURSERY INC2334 EAST POLK ST
PHOENIX,AZ85006 		86-0324144 501(C)(3) 131,138 7,665 FMV   PROGRAM SUPPORT
(47) DESERT MISSION9201 NORTH 5TH ST
PHOENIX,AZ85020 		86-0096941 501(C)(3) 134,717 1,400 FMV   PROGRAM SUPPORT
(48) DYSART COMMUNITY CENTER14414 N EL MIRAGE RD
EL MIRAGE,AZ85335 		86-6031134 501(C)(3) 86,576 360 FMV   PROGRAM SUPPORT
(49) EAST VALLEY SENIOR SERVICES INC45 W UNIVERSITY DR
MESA,AZ85201 		94-2596075 501(C)(3) 66,133       PROGRAM SUPPORT
(50) EMPACT-SPC1232 E BROADWAY RD
TEMPE,AZ85282 		74-2562293 501(C)(3) 129,811 9,000 FMV   PROGRAM SUPPORT
(51) FAMILY SERVICE AGENCY2400 N CENTRAL AVE
PHOENIX,AZ85004 		86-0096792 501(C)(3) 215,079       PROGRAM SUPPORT
(52) FLORENCE CRITTENTON SERVICES OF ARIZONA715 WEST MARIPOSA ST
PHOENIX,AZ850132426 		86-0103282 501(C)(3) 112,511 2,273 FMV   PROGRAM SUPPORT
(53) FOUNDATION FOR BLIND CHILDREN1235 EAST HARMONT DR
PHOENIX,AZ850203864 		86-0129981 501(C)(3) 431,750       PROGRAM SUPPORT
(54) FREE ARTS OF ARIZONA103 W HIGHLAND AVE
PHOENIX,AZ85013 		86-0739613 501(C)(3) 119,226       PROGRAM SUPPORT
(55) FRIENDLY HOUSE802 SOUTH FIRST AVE
PHOENIX,AZ85003 		86-0120506 501(C)(3) 972,446 200 FMV   PROGRAM SUPPORT
(56) FOUNDATION FOR SENIOR LIVING1201 EAST THOMAS RD
PHOENIX,AZ850145734 		86-0411904 501(C)(3) 104,089       PROGRAM SUPPORT
(57) GABRIEL'S ANGELS1550 E MARYLAND AVE
PHOENIX,AZ85014 		86-0991198 501(C)(3) 78,940       PROGRAM SUPPORT
(58) GIRL SCOUTS - ARIZONA CACTUS-PINE COUNCIL119 E CORONADO RD
PHOENIX,AZ85004 		86-0133397 501(C)(3) 294,610 4,100 FMV   PROGRAM SUPPORT
(59) GREATER PHOENIX URBAN LEAGUE1402 SOUTH 7TH AVE
PHOENIX,AZ850073902 		86-0124189 501(C)(3) 210,674 1,255 FMV   PROGRAM SUPPORT
(60) GREATER PHOENIX YOUTH AT RISK FOUNDATION1001 EAST PIERCE ST
PHOENIX,AZ85006 		86-0615007 501(C)(3) 93,087 9,010 FMV   PROGRAM SUPPORT
(61) HELPING HANDS FOR SINGLE MOMSPO BOX 7737
GOODYEAR,AZ85338 		68-0489835 501(C)(3) 107,990       PROGRAM SUPPORT
(62) HEMOPHILIA ASSOCIATION INC818 EAST OSBORN RD
PHOENIX,AZ85014 		86-0209257 501(C)(3) 103,780       PROGRAM SUPPORT
(63) HOMEWARD BOUND2302 WEST COLTER STREET
PHOENIX,AZ85015 		86-0660875 501(C)(3) 451,097 5,029 FMV   PROGRAM SUPPORT
(64) HOUSE OF REFUGE9835 N 7TH STREET
PHOENIX,AZ85020 		86-1026266 501(C)(3) 33,301       PROGRAM SUPPORT
(65) HUMAN SERVICES CAMPUS LLC230 WEST 12TH AVENUE
PHOENIX,AZ85007 		86-1050572 501(C)(3) 50,000       PROGRAM SUPPORT
(66) ICAN-IMPROVING CHANDLER AREA NEIGHBORHOODS201 SOUTH WASHINGTON ST
CHANDLER,AZ85225 		86-0761030 501(C)(3) 45,739 2,250 FMV   PROGRAM SUPPORT
(67) JEWISH FAMILY AND CHILDREN'S SERVICE (JFCS)4747 NORTH 7TH STREET
PHOENIX,AZ85014 		86-0096781 501(C)(3) 423,003       PROGRAM SUPPORT
(68) JOBS FOR ARIZONA'S GRADUATESPO BOX 10937
SCOTTSDALE,AZ852710937 		86-0669709 501(C)(3) 376,184 7,750 FMV   PROGRAM SUPPORT
(69) KEOGH HEALTH CONNECTIONS1750 EAST GLENDALE AVE
PHOENIX,AZ85020 		20-0251176 501(C)(3) 11,522       PROGRAM SUPPORT
(70) LABOR'S COMMUNITY SERVICE AGENCY5818 NORTH 7TH ST
PHOENIX,AZ85014 		86-0300832 501(C)(3) 330,481 8,856 FMV   PROGRAM SUPPORT
(71) LODESTAR DAY RESOURCE CENTER1125 WEST JACKSON ST
PHOENIX,AZ85007 		26-0235106 501(C)(3) 276,085 18,775 FMV   PROGRAM SUPPORT
(72) MERCY HOUSING SOUTHWEST401 W BASELINE RD
TEMPE,AZ85283 		47-0646706 501(C)(3) 33,560 7,075 FMV   PROGRAM SUPPORT
(73) NATL COUNCIL ALCOHOLISMDRUG DEPENDENCE4201 NORTH 16TH ST
PHOENIX,AZ85016 		86-0208873 501(C)(3) 96,954       PROGRAM SUPPORT
(74) NEIGHBORHOOD MINISTRIES INC1918 WEST VAN BUREN
PHOENIX,AZ85009 		86-0809052 501(C)(3) 67,354       PROGRAM SUPPORT
(75) NEIGHBORS WHO CARE10450 EAST RIGGS RD
CHANDLER,AZ85248 		86-0966061 501(C)(3) 21,242       PROGRAM SUPPORT
(76) NEW LIFE CENTERPO BOX 5005
GOODYEAR,AZ85338 		86-0635950 501(C)(3) 134,979 14,080 FMV   PROGRAM SUPPORT
(77) ONE STEP BEYOND INC9299 WEST OLIVE AVE
PEORIA,AZ85345 		86-1036448 501(C)(3) 30,463 2,175 FMV   PROGRAM SUPPORT
(78) PHOENIX DAY CHILD AND FAMILY LEARNING CTR115 EAST TONTO STREET
PHOENIX,AZ85004 		86-0096782 501(C)(3) 396,951       PROGRAM SUPPORT
(79) PHOENIX INDIAN CENTER4520 N CENTRAL AVE
PHOENIX,AZ85012 		86-6006566 501(C)(3) 120,687 9,600 FMV   PROGRAM SUPPORT
(80) PHOENIX RESCUE MISSION1801 SOUTH 35TH AVE
SUITE 105
PHOENIX,AZ85009 		86-6057771 501(C)(3) 90,446       PROGRAM SUPPORT
(81) PHOENIX SHANTI GROUP INC2345 WEST GLENDALE AVE
PHOENIX,AZ85021 		86-0592079 501(C)(3) 70,295 2,430 FMV   PROGRAM SUPPORT
(82) PHOENIX SUNS CHARITIES201 EAST JEFFERSON ST
PHOENIX,AZ85004 		86-0633919 501(C)(3) 38,500       PROGRAM SUPPORT
(83) RODEL6720 N SCOTTSDALE RD
PARADISE VLY,AZ85253 		86-0941890 501(C)(3) 50,700       PROGRAM SUPPORT
(84) SAVE THE FAMILY FOUNDATION OF AZ450 WEST 4TH PLACE
MESA,AZ85201 		86-0665712 501(C)(3) 119,590 4,425 FMV   PROGRAM SUPPORT
(85) STARSSCOTTSDALE TRAINING7507 E OSBORN RD
SCOTTSDALE,AZ852516425 		23-7395103 501(C)(3) 113,319       PROGRAM SUPPORT
(86) SENIOR SERVICES OF FOUNTAIN HILLS AZ INC7902 EAST WOOD DRIVE
SCOTTSDALE,AZ85260 		86-0720528 501(C)(3) 16,836       PROGRAM SUPPORT
(87) SIRRINE ADULT DAY CARE OF MESA INC247 NORTH MCDONALD ST
MESA,AZ85201 		86-0575242 501(C)(3) 19,062       PROGRAM SUPPORT
(88) SOJOURNER CENTERPO BOX 20156
PHOENIX,AZ85036 		94-2465081 501(C)(3) 216,016       PROGRAM SUPPORT
(89) SOUTHWEST AUTISM RESEARCH & RESOURCE CTR300 NORTH 18TH ST
PHOENIX,AZ85006 		31-1496646 501(C)(3) 113,510       PROGRAM SUPPORT
(90) SOUTHWEST CENTER FOR HIVAIDS1144 E MCDOWELL RD
PHOENIX,AZ85006 		86-0695862 501(C)(3) 153,339       PROGRAM SUPPORT
(91) SOUTHWEST HUMAN DEVELOPMENT2850 NORTH 24TH ST
PHOENIX,AZ85008 		86-0407179 501(C)(3) 2,687,561       PROGRAM SUPPORT
(92) ST JOSEPH THE WORKER1125 W JACKSON ST
PHOENIX,AZ85007 		86-0600437 501(C)(3) 117,315       PROGRAM SUPPORT
(93) ST MARY'S FOOD BANK ALLIANCE2831 NORTH 31ST AVE
PHOENIX,AZ85009 		23-7353532 501(C)(3) 761,843 680,683 FMV   PROGRAM SUPPORT
(94) TEMPE COMMUNITY ACTION AGENCY2150 EAST ORANGE ST
TEMPE,AZ85281 		86-0254820 501(C)(3) 253,089 850 FMV   PROGRAM SUPPORT
(95) TEMPE COMMUNITY COUNCIL34 EAST 7TH ST
TEMPE,AZ85281 		51-0189790 501(C)(3) 105,857 1,305 FMV   PROGRAM SUPPORT
(96) THE ARIZONA REPUBLIC CHARITIESPO BOX 1950
PHOENIX,AZ85001 		86-0348306 501(C)(3) 10,000       PROGRAM SUPPORT
(97) THE CENTERS FOR HABILITATIONTCH215 WEST LODGE DR
TEMPE,AZ85283 		86-0217033 501(C)(3) 76,668 4,290 FMV   PROGRAM SUPPORT
(98) THE RESPITE SHELTER FOR HOMELESS MEN INC7000 NORTH CENTRAL AVE
PHOENIX,AZ85020 		86-0714904 501(C)(3) 23,473       PROGRAM SUPPORT
(99) THE SALVATION ARMY2707 EAST VAN BUREN AVE
PHOENIX,AZ85008 		94-1156347 501(C)(3) 894,872 7,175 FMV   PROGRAM SUPPORT
(100) THE SOCIETY OF ST VINCENT DE PAUL420 WEST WATKINS RD
PHOENIX,AZ85003 		86-0096789 501(C)(3) 316,659       PROGRAM SUPPORT
(101) THE WELLNESS COMMUNITY (TWC)360 EAST PALM LN
PHOENIX,AZ85004 		86-0897810 501(C)(3) 48,114       PROGRAM SUPPORT
(102) TUMBLEWEED CENTER FOR YOUTH DEVELOPMENT1419 NORTH THIRD ST
PHOENIX,AZ85004 		23-7284153 501(C)(3) 246,617 9,675 FMV   PROGRAM SUPPORT
(103) UMOM NEW DAY CENTERS INC3320 EAST VAN BUREN ST
PHOENIX,AZ85008 		86-0521062 501(C)(3) 416,662 6,628 FMV   PROGRAM SUPPORT
(104) UNITED FOOD BANK358 EAST JAVELINA AVE
MESA,AZ85210 		86-0505273 501(C)(3) 179,409       PROGRAM SUPPORT
(105) UPWARD FOUNDATION6306 NORTH 7TH ST
PHOENIX,AZ85014 		86-0221195 501(C)(3) 369,893 2,970 FMV   PROGRAM SUPPORT
(106) VALLE DEL SOL INC3807 NORTH 7TH ST
PHOENIX,AZ85014 		86-0251255 501(C)(3) 270,846 4,770 FMV   PROGRAM SUPPORT
(107) VALLEY OF THE SUN JEWISH COMMUNITY CENTER12701 N SCOTTSDALE RD
SCOTTSDALE,AZ85254 		86-0622258 501(C)(3) 63,860       PROGRAM SUPPORT
(108) VALLEY OF THE SUN YMCA350 NORTH 1ST AVE
PHOENIX,AZ85003 		86-0096799 501(C)(3) 464,941       PROGRAM SUPPORT
(109) VALLEYLIFE1142 W HATCHER RD
PHOENIX,AZ85021 		86-0135640 501(C)(3) 289,041 4,230 FMV   PROGRAM SUPPORT
(110) WASTE NOT INC1700 N GRANITE REEF RD
SCOTTSDALE,AZ85257 		86-0650514 501(C)(3) 34,551       PROGRAM SUPPORT
(111) WESLEY COMMUNITY CENTER1300 SOUTH 10TH ST
PHOENIX,AZ85034 		86-0133770 501(C)(3) 136,330 2,000 FMV   PROGRAM SUPPORT
(112) WORLD HUNGER ECUMENICAL ARIZONA TASK FORCE4000 NORTH 7TH ST
PHOENIX,AZ85014 		74-2386488 501(C)(3) 35,000       PROGRAM SUPPORT
(113) YWCA OF MARICOPA COUNTY755 EAST WILLETTA ST
PHOENIX,AZ85006 		86-0098936 501(C)(3) 109,056       PROGRAM SUPPORT
(114) BRIDGING ARIZONA25 NORTH EXTENSION
MESA,AZ85201 		20-1207001 501(C)(3)   672,363 FMV   PROGRAM SUPPORT
(115) CMTY INITIATIVE FUNDING TO VARIOUS AGENCIESVARIOUS
VARIOUS,AZ85257 		  637,162 699,113 FMV   PROGRAM SUPPORT
(116) SCHOLARSHIPS TO VARIOUS CHILD CARE PROVIDERSVARIOUS
VARIOUS,AZ85034 		  10,518,938       PROGRAM SUPPORT
(117) STIPEND TO CHILD CARE PROVIDERS-FTF REWARDSVARIOUS
VARIOUS,AZ85311 		  124,145       PROGRAM SUPPORT
(118) DIRECT DESIGNATIONS TO VARIOUS AGENCIESVARIOUS
VARIOUS,AZ85008 		501(C)(3) 14,831,562       PROGRAM SUPPORT
2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
2560
3
Enter total number of other organizations ................................ . Bullet Image
1540
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance
(1) STIPEND TO CHILD CARE PROVIDERS-FTF REWARDS 1051 1,063,800      













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
DESCRIPTION OF ORGANIZATION'S PROCEDURES FOR MONITORING THE USE OF GRANTS 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 2011, 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. VALLEY OF THE SUN UNITED WAY AWARDS SCHOLARSHIPS TO PROVIDE CHILD CARE RESOURCES TO FAMILIES IN NEED. VSUW RECEIVED SPECIFIC GRANT FUNDING FROM FIRST THINGS FIRST TO AWARD THESE SCHOLARSHIPS. FIRST THINGS FIRST IS A QUASI-STATE AGENCY IN ARIZONA THAT FOCUSES ON EARLY CHILDHOOD DEVELOPMENT. THE SCHOLARSHIPS ARE AWARDED USING SPECIFIC CRITERIA AS PROVIDED BY FIRST THINGS FIRST. THESE FUNDS ASSIST FAMILIES IN ACCESSING QUALITY AND AFFORDABLE CHILDCARE. FAMILIES MUST BE AT OR BELOW 200% OF THE NATIONAL POVERTY LEVEL IN ADDITION TO OTHER ELIGIBILITY REQUIREMENTS. IN FISCAL YEAR 2011, WE AWARDED SCHOLARSHIPS TO 351 CHILD CARE PROVIDERS.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
VALLEY OF THE SUN UNITED WAY
 
Employer identification number

86-0104419
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
 
No
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) MERL WASCHLER (i)
(ii)		 267,279
0 		0
0 		30,233
0 		35,791
0 		24,322
0 		357,625
0 		0
0
(2) KATHERINE CECALA (i)
(ii)		 190,632
0 		0
0 		6,449
0 		23,501
0 		8,680
0 		229,262
0 		0
0
(3) JOHN HOGG (i)
(ii)		 137,617
0 		0
0 		497
0 		16,925
0 		8,003
0 		163,042
0 		0
0
(4) BRIAN SPICKER (i)
(ii)		 171,640
0 		0
0 		6,439
0 		21,171
0 		7,554
0 		206,804
0 		0
0
(5) NANCY DEAN (i)
(ii)		 155,526
0 		0
0 		485
0 		18,890
0 		8,713
0 		183,614
0 		0
0











Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
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
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
VALLEY OF THE SUN UNITED WAY
 
Employer identification number

86-0104419
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		X 891,750 cost/selling price
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded .        
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ... X   670,898 cost/selling price
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( OFFICE EQUIPMENT ) X 0 114,109 COST/SELLING PRICE
26 Other Right pointing arrow large image ( TICKETS/GIFT CERTIFICATES ) X 0 752,950 COST/SELLING PRICE
27 Other Right pointing arrow large image( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
0
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
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 THAT VSUW INCURS THE FULL EXPENSE OF THE MEMBERSHIP.
Schedule M (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
VALLEY OF THE SUN UNITED WAY
 
Employer identification number

86-0104419
Identifier Return Reference Explanation
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, LINE 4a-c 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 TO CREATE LONG-TERM COMMUNITY RESULTS. 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 - PROVIDE CHILDREN AND YOUTH WITH THE SKILLS TO SUCCEED IN SCHOOL AND LEAD PRODUCTIVE LIVES - INCREASE FINANCIAL STABILITY - HELP FAMILIES BREAK THE CYCLE OF POVERTY - END HUNGER AND HOMELESSNESS - PROVIDE FOOD AND SHELTER FOR FAMILIES AND INDIVIDUALS OUR RESULTS IN 2010, CONTRIBUTIONS FROM DONORS HELPED VALLEY OF THE SUN UNITED WAY: - PROVIDE MORE THAN 300,000 HOURS OF YOUTH MENTORING - GIVE DEVELOPMENTAL ASSESSMENTS TO NEARLY 3,300 PRESCHOOL CHILDREN - PROVIDE NEARLY 156,000 YOUTH ACCESS TO QUALITY AFTER-SCHOOL PROGRAMS - CONNECT OVER 35,000 INDIVIDUALS TO NEW BENEFITS THEY MAY NOT HAVE OTHERWISE RECEIVED - PROVIDE MORE THAN 3,800 PEOPLE ACCESS TO JOB TRAINING PROGRAMS - FIND JOBS FOR NEARLY 3,300 PEOPLE - PROVIDE FINANCIAL EDUCATION TO MORE THAN 1,300 ADULTS - PROVIDE MORE THAN 710,000 NIGHTS OF EMERGENCY AND TRANSITIONAL SHELTER - SUPPORT THE DISTRIBUTION OF OVER 93 MILLION POUNDS OF FOOD AND OVER 230,000 MEALS TO VULNERABLE SENIORS - CONNECT NEARLY 2,900 INDIVIDUALS AND FAMILIES EXPERIENCING HOMELESSNESS TO RESOURCES THROUGH MONTHLY PROJECT CONNECT EVENTS
DESCRIPTION OF RELATIONSHIPS FORM 990, PART VI, QUESTION 2 PHIL AND NITA FRANCIS, VSUW BOARD MEMBERS, HAVE A FAMILY RELATIONSHIP. BOTH HAVE A VESTED INTEREST IN VSUW AS A PART OF THE COMMUNITY AND ARE VALUABLE VOLUNTEERS.
SIGNIFICANT CHANGES TO ORGANIZATION'S GOVERNING DOCUMENTS FORM 990, PART VI, QUESTION 4 THE VALLEY OF THE SUN UNITED WAY FOUNDATION WAS MERGED WITH VSUW DURING THE YEAR. ARTICLES OF MERGER EFFECTIVE 3/1/11 WERE ADOPTED.
PROCESS USED BY MANAGEMENT AND OR GOVERNING BODY TO REVIEW 990 FORM 990, PART VI, QUESTION 11A AFTER REVIEW BY THE CHIEF OPERATING OFFICER, THE DRAFT 990 IS PRESENTED TO THE VSUW FINANCE COMMITTEE TO REVIEW AND APPROVE. A FINAL DRAFT 990 IS PRESENTED TO THE ENTIRE BOARD AT THE BOARD MEETING THAT PRECEDES THE FINAL SUBMISSION OF THE 990. THE ACCOUNTING FIRM THAT PREPARES THE 990 IS PRESENT TO ASSIST WITH ANSWERING QUESTIONS. THE 990 IS POSTED AS AN AGENDA ITEM TO DISCUSS AND REVIEW. 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, QUESTION 15A & B 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 FOUNDATION 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 KEY EMPLOYEE COMPENSATION REVIEW PROCESS 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 FOUNDATION 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 AND EX-OFFICIO 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: STEVE EVANS EX-OFFICIO MEMBER JOHN BOUMA HONORARY MEMBER EUGENE GARCIA HONORARY MEMBER DON HENNINGER HONORARY MEMBER MIKE MILLER HONORARY MEMBER RICK NAIMARK HONORARY MEMBER
OTHER CHANGES IN FUND BALANCE FORM 990, PART XI, LINE 5 INCREASE IN NET ASSETS INCLUDES A TRANSFER OF NET ASSETS FROM THE VSUW FOUNDATION. VSUW FOUNDATION WAS CONSIDERED A SUPPORTING ORANIZATION OF VSUW IN PAST YEARS, FILED A SEPARATE 990, AND COMBINED FINANCIAL STATEMENTS WERE ISSUED. THE BOARD APPROVED A MERGER OF THE TWO ORGANIZATIONS AND THIS TRANSFER OF NET ASSETS IS A RESULT OF THIS DECISION. $26,367,732 NET ASSETS TRANSFERRED FROM FOUNDATION 2/28/11 2,603,271 UNREALIZED GAINS 2,163,735 CHANGES IN UNRECOGNIZED BENEFIT PLAN COSTS ----------- $31,134,738 TOTAL OTHER CHANGES ===========
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
VALLEY OF THE SUN UNITED WAY
 
Employer identification number

86-0104419
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity

















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) Valley of the Sun United Way Fdn

1515 East Osborn Rd

Phoenix,AZ85014
86-1002212 		FUNDRAISING AZ 501(C)(3) 11(a)  
Yes
 












For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No












Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership












Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
 
No
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
 
No
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
Yes
 
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
Yes
 
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
 
No
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) VALLEY OF THE SUN UNITED WAY FOUNDATION

 C 26,367,732  
(1)
(2)
(3)
(4)
(5)
(6)
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Are all
partners
section
501(c)(3)
organizations? 		(e)
Share of
end-of-year
assets 		(f)
Disproprtionate allocations? 		(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
Additional Data


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