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 private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2014
Open to Public Inspection
A For the 2014 calendar year, or tax year beginning 07-01-2014 , and ending 06-30-2015
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)
3200 EAST CAMELBACK ROAD SUITE 375
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHOENIX, AZ85018
D Employer identification number

86-0104419
E Telephone number

G Gross receipts $ 126,934,892
F Name and address of principal officer:
MERL WASCHLER
3200 E CAMELBACK RD STE 375
PHOENIX,AZ85018
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.VSUW.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
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: IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. SEE SCHEDULE O FOR FURTHER DETAIL.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 43
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 43
5 Total number of individuals employed in calendar year 2014 (Part V, line 2a) ...... 5 162
6 Total number of volunteers (estimate if necessary) ............. 6 14,184
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) ......... 113,209,344 119,967,817
9 Program service revenue (Part VIII, line 2g) ......... 648,083 643,110
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 2,086,548 5,616,964
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 198,864 217,001
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 116,142,839 126,444,892
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 95,927,473 105,057,814
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) 8,906,132 10,568,205
16a Professional fundraising fees (Part IX, column (A), line 11e)..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet4,705,062    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 4,705,767 5,594,450
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 109,539,372 121,220,469
19 Revenue less expenses. Subtract line 18 from line 12....... 6,603,467 5,224,423
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 91,840,061 90,731,946
21 Total liabilities (Part X, line 26)............. 28,915,086 25,065,046
22 Net assets or fund balances. Subtract line 21 from line 20..... 62,924,975 65,666,900
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 Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2014)
Form 990 (2014)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line 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 organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations 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 $ 87,453,704 including grants of $ 87,453,704 ) (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 $ 17,604,110 including grants of $ 17,604,110 ) (Revenue $ 643,110 )
DESIGNATIONS TO VARIOUS COMMUNITY NON-PROFIT ORGANIZATIONS. SEE SCHEDULE O FOR FURTHER DETAIL.
4c (Code:   ) (Expenses $ 7,306,294 including grants of $ 0 ) (Revenue $ 0 )
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 expensesMediumBullet112,364,108
Form 990 (2014)
Form 990 (2014)
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 (see instructions)? 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 I..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II........
4
 
No
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 III............................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which 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 for escrow or custodial account liability; 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 temporarily restricted endowments, permanent endowments, 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, line 10?
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 VIIClick 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 VIIIClick 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 IXClick 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 XClick 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 XClick 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 and XII 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 and XII 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, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
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 (see instructions) ....
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
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2014)
Form 990 (2014)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government 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 or other assistance to or for domestic individuals 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, line 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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a................
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), 501(c)(4), and 501(c)(29) 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
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? 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 employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? 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 direct or indirect 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 M..Click 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...........................
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........
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1........................
34
 
No
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, 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...
35b
 
 
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.............
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 VI
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2014)
Form 990 (2014)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V ..............
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
1,234
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
162
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” to line 3b, 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, securities account, or other financial account)?..........................
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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 as charitable contributions?...
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.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?.........................
8
 
No
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
No
b
Did the sponsoring 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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 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 (2014)
Form 990 (2014)
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 or note to any line 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
43
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent ...................
1b
43
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
 
No
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
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
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
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete 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 this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done.......................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did 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 15a or 15b, 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," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take 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 made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletTANYA MUNIZ
3200 E CAMELBACK ROAD SUITE 375
PHOENIX,AZ85018 (602) 631-4800
Form 990 (2014)
Form 990 (2014)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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 organization compensated any current officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) PAMELA CONBOY........................................................................
DIRECTOR / BOARD CHAIR
 4.0
.......................0.0 		X   X       0 0 0
(2) STEVE EVANS........................................................................
DIRECTOR / SECRETARY
 4.0
.......................0.0 		X   X       0 0 0
(3) THOMAS FRANZ........................................................................
DIRECTOR / TREASURER
 4.0
.......................0.0 		X   X       0 0 0
(4) ARMANDO ROMAN........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(5) BETTINA NAVA........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(6) BRAD SMITH........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(7) Bridget Olesiewicz........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(8) CANDACE WIEST........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(9) CARL LANDRUM........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(10) CARLOS GONZALEZ........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(11) CHRISTINE WILKINSON........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(12) DERRICK HALL........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(13) DONALD SMITH JR CPCU........................................................................
DIRECTOR / INCOMING CHAIR
 2.0
.......................0.0 		X           0 0 0
(14) ED OXFORD........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(15) EILEEN KLEIN........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(16) ELLIOT GARBUS........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(17) Farzana Scofield........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
Form 990 (2014)
Form 990 (2014)
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 (list any hours for related organizations below dotted line) 		(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee) 		(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; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) GONZALO DE LA MELENA JR........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(19) HOPE LEVIN........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(20) JEFF ENGLAND........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(21) JOHN BOUMA........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(22) JOHN GRAHAM........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(23) JOHN HOOPES........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(24) JUANITA NITA FRANCIS........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(25) KATHLEEN QUIRK........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(26) KATHY HANCOCK........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(27) KENT SCRIBNER........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(28) Kevin Moran........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(29) MARGIE EMMERMANN........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(30) MARK SCHIAVONI........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(31) MARY ALEXANDER........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(32) MATTHEW WANDOLOSKI........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(33) MICHAEL BIELECKI........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(34) MIKE MILLER........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(35) MIKE TULLY........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(36) PETE GORRAIZ........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(37) RICK KUHLE........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(38) RICK NAIMARK........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(39) Rob Schaffer........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(40) Ruben Alvarez........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(41) RUFUS GLASPER........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(42) STEVE Purves........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(43) STEVE WHEELER........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(44) SUSAN FRANK........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(45) Todd Sanders........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(46) TOM SIMPLOT........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(47) VINCE ROIG........................................................................
DIRECTOR
 2.0
.......................0.0 		X           0 0 0
(48) MERL WASCHLER........................................................................
PRESIDENT AND CEO
 60.0
.......................0.0 		    X       421,812 0 37,975
(49) KATHERINE CECALA........................................................................
CHIEF OPERATING OFFICER
 60.0
.......................0.0 		    X       233,831 0 28,184
(50) TANYA MUNIZ........................................................................
CHIEF FINANCIAL OFFICER
 60.0
.......................0.0 		    X       145,233 0 23,730
(51) BRIAN SPICKER........................................................................
SENIOR VP OF COMMUNITY IMPACT
 60.0
.......................0.0 		        X   203,447 0 27,775
(52) NANCY DEAN........................................................................
SENIOR VP RESOURCE DEVELOPMENT
 60.0
.......................0.0 		        X   195,649 0 33,802
(53) KEN BROOKS........................................................................
CHIEF INFORMATION OFFICER
 60.0
.......................0.0 		        X   167,243 0 7,670
(54) TAMERA SKROVAN........................................................................
SENIOR VP OF MARKETING
 60.0
.......................0.0 		        X   148,417 0 8,551
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 1,515,632 0 167,687
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of 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. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
Asylum-Pipeline,
9775 NORTH 93RD WAY STE 258
SCOTTSDALE,AZ85258 		MEDIA SERVICES 172,539
Ernst Young LLP,
3712 SOLUTIONS CENTER
CHICAGO,IL606773007 		AUDIT SERVICES 162,941
TLC Technical LLC,
PO BOX 792
GILBERT,AZ85299 		IT CONSULTING 134,640
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet3
Form 990 (2014)
Form 990 (2014)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 1,717,833
b Membership dues....1b  
c Fundraising events....1c 0
d Related organizations...1d  
e Government grants (contributions)1e 68,980,801
f All other contributions, gifts, grants, and
similar amounts not included above1f 		49,269,183
g Noncash contributions included in lines
1a-1f:$ 		6,667,464
h Total. Add lines 1a-1f.......MediumBullet 119,967,817
Program Service RevenueAmt Business Code
2a DONOR DESIGNATED FUNDS PROCESSING FEES 900099 643,110 643,110 0 0
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 643,110
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and other similar amounts).......MediumBullet 2,055,499     2,055,499
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) 0 0
d Net rental income or (loss).......MediumBullet 0      
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 991,465 3,060,000
b Less: cost or other basis and sales expenses   490,000
c Gain or (loss) 991,465 2,570,000
d Net gain or (loss)..........MediumBullet 3,561,465     3,561,465
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 Misc Revenue 900099 217,001 217,001 0 0
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 217,001
12 Total revenue. See Instructions......MediumBullet 126,444,892 860,111 0 5,616,964
Form 990 (2014)
Form 990 (2014)
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).Check if Schedule O contains a response or note to any line in this Part IX ...............
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 domestic organizations and domestic governments. See Part IV, line 21 .... 104,026,954 104,026,954
2 Grants and other assistance to domestic individuals. See Part IV, line 22 .... 1,030,860 1,030,860
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. 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 .... 753,258 210,334 396,994 145,930
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 .... 7,345,569 3,435,176 1,618,041 2,292,352
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 46,287 20,902 11,281 14,104
9 Other employee benefits ....... 1,839,845 832,850 459,919 547,076
10 Payroll taxes ........... 583,246 264,722 143,529 174,995
11 Fees for services (non-employees):        
a Management ...... 0 0 0 0
b Legal ......... 29,329 2,753 24,666 1,910
c Accounting ........... 147,941 0 147,941 0
d Lobbying ........... 0 0 0 0
e Professional fundraising services. See Part IV, line 17 0 0
f Investment management fees ...... 44,276 0 44,276 0
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) .... 349,968 235,516 43,494 70,958
12 Advertising and promotion .... 643,148 262,333 218,980 161,835
13 Office expenses ....... 508,906 242,828 106,693 159,385
14 Information technology ...... 439,291 239,397 130,086 69,808
15 Royalties .. 0 0 0 0
16 Occupancy ........... 983,537 473,820 199,497 310,220
17 Travel ............ 76,521 42,550 4,233 29,738
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ...... 0 0 0 0
19 Conferences, conventions, and meetings .... 204,758 127,051 34,779 42,928
20 Interest ........... 0 0 0 0
21 Payments to affiliates ....... 464,678 163,303 188,075 113,300
22 Depreciation, depletion, and amortization ..... 524,671 248,645 110,103 165,923
23 Insurance .............. 64,554 27,906 17,379 19,269
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a PRINTING AND PUBLICATIONS 462,128 293,201 24,777 144,150
b OTHER FEES-PAYROLL, BANK 270,757 86,450 124,543 59,764
c SPECIAL EVENTS 233,245 39,974 45,152 148,119
d ALL OTHER EXPENSES 146,742 56,583 56,861 33,298
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 121,220,469 112,364,108 4,151,299 4,705,062
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720). 0      
Form 990 (2014)
Form 990 (2014)
Page 11
Part X Balance Sheet Check if Schedule O contains a response or note to any line in this Part X ..............
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash–non-interest-bearing ............. 0 1 0
2 Savings and temporary cash investments ......... 11,274,486 2 13,304,851
3 Pledges and grants receivable, net ........... 18,985,349 3 16,698,698
4 Accounts receivable, net ............. 0 4 0
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..................
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net ............. 0 7 0
8 Inventories for sale or use .............. 0 8 0
9 Prepaid expenses and deferred charges .......... 1,113,247 9 256,413
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 3,072,792
b Less: accumulated depreciation ..... 10b 870,230 1,590,598 10c 2,202,562
11 Investments—publicly traded securities .......... 58,876,381 11 58,269,422
12 Investments—other securities. See Part IV, line 11 ..... 0 12 0
13 Investments—program-related. See Part IV, line 11 ..... 0 13 0
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 0 15 0
16 Total assets. Add lines 1 through 15 (must equal line 34)...... 91,840,061 16 90,731,946
Liabilities 17 Accounts payable and accrued expenses ......... 11,407,085 17 11,544,827
18 Grants payable ................. 17,508,001 18 13,520,219
19 Deferred revenue ................ 0 19 0
20 Tax-exempt bond liabilities ............. 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D.. 0 21 0
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.......... 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .... 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D.................... 0 25 0
26 Total liabilities. Add lines 17 through 25......... 28,915,086 26 25,065,046
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets .............. 47,703,213 27 48,067,543
28 Temporarily restricted net assets ........... 1,105,429 28 2,432,012
29 Permanently restricted net assets ........... 14,116,333 29 15,167,345
Organizations that do not follow SFAS 117 (ASC 958), 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 ........... 62,924,975 33 65,666,900
34 Total liabilities and net assets/fund balances ........ 91,840,061 34 90,731,946
Form 990 (2014)
Form 990 (2014)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
126,444,892
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
121,220,469
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
5,224,423
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
62,924,975
5
Net unrealized gains (losses) on investments ...............
5
-3,030,629
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
548,131
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
65,666,900
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
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
 
No
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
 
 
Form 990 (2014)
Form 990 (2014)
Page 13
Form 990, Special Condition Description:
Special Condition Description
Form 990 (2014)
Form 990 (2014)
Page 14
Additional Data


Software ID:  
Software Version:  
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 Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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
a
b
c
d
e
f
Enter the number of supported organizations .............................  
g
Provide the following information about the supported organization(s).
(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 listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total    

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 2
Part II
Support Schedule for Organizations Described in Sections 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) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 69,993,209 83,146,567 102,956,190 113,209,344 119,967,817 489,273,127
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......           0
3 The value of services or facilities furnished by a governmental unit to the organization without charge..           0
4 Total. Add lines 1 through 3 69,993,209 83,146,567 102,956,190 113,209,344 119,967,817 489,273,127
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).. 0
6 Public support. Subtract line 5 from line 4. 489,273,127
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (f) Total
7 Amounts from line 4.. 69,993,209 83,146,567 102,956,190 113,209,344 119,967,817 489,273,127
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... 999,676 1,263,861 1,445,606 1,588,683 2,055,499 7,353,325
9 Net income from unrelated business activities, whether or not the business is regularly carried on..           0
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..           0
11 Total support Add lines 7 through 10. 496,626,452
12
12
2,230,674
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
98.519 %
15
15
98.712 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 3
Part III
Support Schedule for Organizations Described in Section 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) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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) right arrow (a) 2010 (b) 2011 (c) 2012 (d) 2013 (e) 2014 (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 VI.) ..            
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) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations....
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed, (ii) the reasons for each such action, (iii) the authority under the organization's organizing document authorizing such action, and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (a) its supported organizations; (b) individuals that are part of the charitable class benefited by one or more of its supported organizations; or (c) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in IRC 4958(c)(3)(C)), a family member of a substantial contributor, or a 35-percent controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part II of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9(a)) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9(a)) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of IRC 4943 because of IRC 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 5
Part IV
Supporting Organizations (continued)

Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (1) a written notice describing the type and amount of support provided during the prior tax year, (2) a copy of the Form 990 that was most recently filed as of the date of notification, and (3) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 6
Part V – Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

1.   Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970. See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    

Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors (explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by .035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    

Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7   Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)
Schedule A (Form 990 or 990-EZ) 2014
Schedule A (Form 990 or 990-EZ) 2014
Page 7
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity		  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations  
4 Amounts paid to acquire exempt-use assets  
5 Qualified set-aside amounts (prior IRS approval required)  
6 Other distributions (describe in Part VI). See instructions  
7Total annual distributions. Add lines 1 through 6.  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI). See instructions		  
9 Distributable amount for 2014 from Section C, line 6  
10 Line 8 amount divided by Line 9 amount  

Section E - Distribution Allocations (see instructions) (i)
Excess Distributions 		(ii)
Underdistributions
Pre-2014 		(iii)
Distributable
Amount for 2014
1 Distributable amount for 2014 from Section C, line
6 		 
2 Underdistributions, if any, for years prior to 2014
(reasonable cause required--see instructions)		  
3 Excess distributions carryover, if any, to 2014:
a From 2009.......X
b From 2010.......X
c From 2011.......X
d From 2012.......X
e From 2013.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2014 distributable amount  
i Carryover from 2009 not applied (see
instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from 3f.  
4Distributions for 2014 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2014 distributable amount  
c Remainder. Subtract lines 4a and 4b from 4.  
5 Remaining underdistributions for years prior to
2014, if any. Subtract lines 3g and 4a from line 2
(if amount greater than zero, see instructions)		  
6 Remaining underdistributions for 2014. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)		  
7 Excess distributions carryover to 2015. Add lines
3j and 4c.		  
8 Breakdown of line 7:
a From 2010.......X
b From 2011.......X
c From 2012.......X
d From 2013.......  
e From 2014.......  
Schedule A (Form 990 or 990-EZ) (2014)
Schedule A (Form 990 or 990-EZ) 2014
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2014

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.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
Name of the 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 on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, 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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 2
Name of organization
Valley of the Sun United Way
  		Employer identification number

86-0104419
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 3
Name of organization
Valley of the Sun United Way
  		Employer identification number

86-0104419
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(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) (2014)

Schedule B (Form 990, 990-EZ, or 990-PF) (2014)
Page 4
Name of organization
Valley of the Sun United Way
  		Employer identification number

86-0104419
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10)
that total more than $1,000 for the year from any one contributor. 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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(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) (2014)

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, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ........ 36,303  
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 can 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 through 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, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax 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 section 170(h)(4)(B)(ii)? .......................................
9
In Part XIII, 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 (ASC 958), 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 XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), 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)
Revenue 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 (ASC 958) relating to these items:
a
Revenue included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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 XIII 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, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII .......
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current year (b)Prior year b (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 45,365,202 39,411,852 36,334,757 37,286,105 0
b Contributions ........ 1,179,646 300,625 4,609 74,260 33,452,605
c Net investment earnings, gains, and losses -94,161 7,071,167 4,374,510 -143,308 4,385,337
d Grants or scholarships .....          
e Other expenditures for facilities
and programs ........ 		1,514,189 1,418,442 1,302,024 882,300 551,837
f Administrative expenses ....          
g End of year balance ...... 44,936,498 45,365,202 39,411,852 36,334,757 37,286,105
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet66.250 %
b
Permanent endowment SchDMd Bullet33.750 %
c
Temporarily restricted endowment SchDMd Bullet  
The percentages in lines 2a, 2b, and 2c should equal 100%.
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 XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................   273,721 17,659 973,459
c Leasehold improvements ............        
d Equipment ................   1,199,309 367,203 832,106
e Other .................   1,599,762 485,368 396,997
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 2,202,562
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11b. 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) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' to Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
Federal income taxes 0








Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 0
2. Liability for uncertain tax positions. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2014

Schedule D (Form 990) 2014
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1 106,150,150
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a -3,030,629
b Donated services and use of facilities ......... 2b 384,273
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d -17,604,110
e Add lines 2a through 2d ..................... 2e -20,250,466
3 Subtract line 2e from line 1..................... 3 126,400,616
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 44,276
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b....................... 4c 44,276
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5 126,444,892
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' to Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1 103,956,356
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a 384,273
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d -17,604,110
e Add lines 2a through 2d...................... 2e -17,219,837
3 Subtract line 2e from line 1..................... 3 121,176,193
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 44,276
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b....................... 4c 44,276
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5 121,220,469
Part XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
SCHEDULE D, PART V, LINE 4 THE ENDOWMENT EARNINGS ARE TO BE USED TO SUPPORT VALLEY OF THE SUN UNITED WAY AS OUTLINED IN ITS ENDOWMENT POLICY.
SCHEDULE D, PART X, LINE 2 MANAGEMENT IS OF THE OPINION THAT SUBSTANTIALLY ALL OF THE ORGANIZATION'S ACTIVITIES ARE RELATED TO ITS TAX-EXEMPT PURPOSE, AND NO MATERIAL UNCERTAIN TAX POSITIONS HAVE BEEN IDENTIFIED OR RECORDED IN THE FINANCIAL STATEMENTS AT JUNE 30, 2015 AND 2014.
SCHEDULE D, PART XI, LINE 2D $(17,604,110) - DONOR DESIGNATIONS MADE ON BEHALF OF/TO OTHER AGENCIES THAT ARE NOT INCLUDED AS REVENUE ON THE FINANCIAL STATEMENTS BUT ARE RECOGNIZED ON THE 990.
SCHEDULE D, PART XII, LINE 2D $(17,604,110) - DONOR DESIGNATIONS MADE ON BEHALF OF/TO OTHER AGENCIES THAT ARE NOT INCLUDED AS REVENUE ON THE FINANCIAL STATEMENTS BUT ARE RECOGNIZED ON THE 990.
Schedule D (Form 990) 2014

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.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21, for any recipient that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government		 (b) EIN (c) IRC 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 Inc
4121 N Seventh Ave
Phoenix,AZ85013 		86-0256667 501(C)(3) 18,000 700 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(2) A New Leaf Foundation
868 E University Dr
Mesa,AZ85203 		86-0470300 501(C)(3) 306,844 10,856 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(3) Adelante Healthcare
16551 N Dysart Rd
Surprise,AZ85374 		86-0377821 501(C)(3) 10,480 14,972 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(4) Aid To Adoption Of Special Kids
2320 N 20th St
Phoenix,AZ85006 		86-0611935 501(C)(3) 69,000 38,150 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(5) Alzheimer's Association - AZ
1028 E McDowell Rd
Phoenix,AZ85006 		86-0402582 501(C)(3) 13,021       PROGRAM SUPPORT
(6) American Cancer Society - AZ
4550 E Bell Rd
Phoenix,AZ85032 		84-1316555 501(C)(3) 61,119       PROGRAM SUPPORT
(7) American Red Cross
6135 N Black Canyon
Phoenix,AZ85015 		53-0196605 501(C)(3) 440,000 11,850 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(8) Arizona Bridge to Independent Living
5025 E Washington St
Phoenix,AZ85034 		86-0486447 501(C)(3) 0 22,963 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(9) Arizona Center for Afterschool Excellence
112 N Central Ave
Phoenix,AZ85004 		86-1009220 501(C)(3) 69,429       PROGRAM SUPPORT
(10) Arizona Center for the Blind
3100 E Roosevelt St
Phoenix,AZ85008 		86-0133392 501(C)(3) 18,475       PROGRAM SUPPORT
(11) Arizona Children Association of Phoenix
2833 N Third St
Phoenix,AZ85004 		86-0096772 501(C)(3) 39,200       PROGRAM SUPPORT
(12) Arizona Community Foundation
2201 E Camelback Rd
Phoenix,AZ85016 		86-0348306 501(C)(3) 10,417       PROGRAM SUPPORT
(13) Arizona Foundation for the Handicapped
3146 E Windsor Ave
Phoenix,AZ85008 		86-0180419 501(C)(3) 24,900 4,447 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(14) Arizona Housing
230 S 12th Ave
Phoenix,AZ85007 		86-0811431 501(C)(3) 260,000       PROGRAM SUPPORT
(15) Arizona Kids Think Too
2345 E Thomas Rd
Phoenix,AZ85016 		86-0104417 501(C)(3) 166,653 24,350 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(16) Arizona Literacy & Learning Center Inc
2833 N 3rd St
Phoenix,AZ85004 		86-1032912 501(C)(3) 234,740       PROGRAM SUPPORT
(17) Arizona State University
411 N Central Ave
Phoenix,AZ85004 		86-6051042 501(C)(3) 30,740       PROGRAM SUPPORT
(18) Arizona State University Foundation
411 N Central Ave
Phoenix,AZ85004 		86-6051042 501(C)(3) 10,000       PROGRAM SUPPORT
(19) Arizona State University Prep Academy
411 N Central Ave
Phoenix,AZ85004 		86-6051042 501(C)(3) 0 10,440 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(20) Arizona Women's Education & Employment
640 N 1st Ave
Phoenix,AZ85003 		86-0412509 501(C)(3) 0 9,370 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(21) Association for Supportive Child Care
3910 S Rural Rd
Tempe,AZ85282 		86-0332919 501(C)(3) 4,825,958 37,311 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(22) Balsz School District
4825 E Roosevelt St
Phoenix,AZ85008 		86-6000495 501(C)(3) 60,091 1,181 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(23) Banner Olive Branch Senior Center
11250 N 107th Ave
Sun City,AZ85351 		94-2745413 501(C)(3) 4,200 9,333 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(24) Banner Poison Control Center
1111 E McDowell Rd
Phoenix,AZ85006 		45-0233470 501(C)(3) 9,068 4,580 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(25) Big Brothers Big Sisters of Central AZ
1010 E McDowell Rd
Phoenix,AZ85006 		86-0205254 501(C)(3) 410,000 18,210 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(26) Boy Scouts of America Grand Canyon
2969 N Greenfield Rd
Phoenix,AZ85016 		86-1010295 501(C)(3) 229,620       PROGRAM SUPPORT
(27) Boys and Girls Clubs of Metro
2645 N 24th St
Phoenix,AZ85008 		86-0107639 501(C)(3) 955,326 38,469 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(28) Boys and Girls Clubs of Scottsdale
10533 E Lakeview Dr
Scottsdale,AZ85258 		86-0133718 501(C)(3) 237,136       PROGRAM SUPPORT
(29) Boys and Girls Clubs of the East Valley
1405 E Guadalupe Rd
Tempe,AZ85283 		86-0550646 501(C)(3) 391,000 16,682 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(30) Catholic Charities Community Service
4747 N 7th Ave
Phoenix,AZ85013 		86-0239999 501(C)(3) 54,305 65,134 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(31) Central Arizona Shelter Services
230 S 12th Ave
Phoenix,AZ85007 		86-0500753 501(C)(3) 776,244 234 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(32) Chandler Christian Community
230 S 12th Ave
Phoenix,AZ85007 		86-0428780 501(C)(3) 181,401 7,368 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(33) ChandlerGilbert ARC
3250 N San Marcos Pl
Chandler,AZ85225 		86-0446774 501(C)(3) 16,085       PROGRAM SUPPORT
(34) Chicanos Por La Causa - Phoenix
1112 E Buckeye Rd
Phoenix,AZ85034 		86-0227210 501(C)(3) 130,751 30,417 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(35) Child Crisis Center East Valley
817 N Country Club Dr
Mesa,AZ85211 		86-0407090 501(C)(3) 116,150 8,000 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(36) Chrysalis Shelter for Victims of DV
1010 E McDowell Rd
Phoenix,AZ85006 		86-0447620 501(C)(3) 61,325 4,988 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(37) City of Phoenix
1802 W Encanto Blvd
Phoenix,AZ85007 		29-0018580 government 5,313 20,436 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(38) Community Bridges Inc
1811 S Alma School Rd
Mesa,AZ85210 		86-0823871 501(C)(3) 407,228       PROGRAM SUPPORT
(39) Community Information and Referral
2200 N Central Ave
Phoenix,AZ85004 		86-0374813 501(C)(3) 300 11,021 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(40) Community Legal Services Inc
305 S 2nd Ave
Phoenix,AZ85003 		86-0166615 501(C)(3) 168,000 12,689 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(41) Desert Mission Inc
9100 N 2nd St
Phoenix,AZ85020 		86-0096941 501(C)(3) 32,328 20,425 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(42) Dysart Community Center
14414 N El Mirage Rd
El Mirage,AZ85335 		86-6031134 501(C)(3) 87,620 832 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(43) East Valley Adult Resources
45 W University
Mesa,AZ85201 		94-2596075 501(C)(3) 21,193       PROGRAM SUPPORT
(44) East Valley Jewish Community Center
908 N Alma School
Chandler,AZ85224 		86-0618301 501(C)(3) 20,000 498 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(45) EMPACTSuicide Prevention Center
1232 E Broadway Rd
Tempe,AZ85282 		74-2562293 501(C)(3) 20,000       PROGRAM SUPPORT
(46) Family Service Agency
2400 N Central Ave
Phoenix,AZ85004 		86-0096792 501(C)(3) 38,507       PROGRAM SUPPORT
(47) Florence Crittenton Services
715 W Mariposa St
Phoenix,AZ85013 		86-0103282 501(C)(3) 80,000 3,624 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(48) Foundation For Blind Children
1235 E Harmont Dr
Phoenix,AZ85020 		86-0129981 501(C)(3) 288,161       PROGRAM SUPPORT
(49) Foundation for Senior Living
1201 E Thomas Rd
Phoenix,AZ85014 		86-0411904 501(C)(3) 0 15,695 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(50) Free Arts of Arizona
103 W Highland Ave
Phoenix,AZ85013 		86-0739613 501(C)(3) 107,500 500 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(51) Fresh Start Community Services
1008 E Buckeye Rd
Phoenix,AZ85034 		33-1093789 501(C)(3) 0 20,545 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(52) Friendly House Inc
802 S First Ave
Phoenix,AZ85003 		86-0120506 501(C)(3) 494,103 180,350 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(53) Gabriel's Angels
1550 E Maryland Ave
Phoenix,AZ85014 		86-0991198 501(C)(3) 27,500       PROGRAM SUPPORT
(54) Girl Scouts - AZ Cactus-Pine
119 E Coronado Rd
Phoenix,AZ85004 		86-0133397 501(C)(3) 234,581 1,640 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(55) Greater Phoenix Urban League
1402 S 7th Ave
Phoenix,AZ85007 		86-0124189 501(C)(3) 42,385       PROGRAM SUPPORT
(56) Hemophilia Association Inc
818 E Osborn Rd
Phoenix,AZ85014 		86-0209257 501(C)(3) 10,000 9,790 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(57) Homeward Bound
2302 W Colter St
Phoenix,AZ85015 		86-0660875 501(C)(3) 207,000       PROGRAM SUPPORT
(58) Improving Chandler Area Neighborhoods
201 S Washington St
Chandler,AZ85225 		86-0761030 501(C)(3) 51,000 1,480 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(59) Jewish Family and Children's Services
4747 N 7th St
Phoenix,AZ85014 		86-0096781 501(C)(3) 0 25,712 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(60) Jobs for Arizona Graduates
PO Box 10937
Scottsdale,AZ85271 		86-0669709 501(C)(3) 842,215 26,460 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(61) Labors Community Service Agency
5818 N 7th St
Phoenix,AZ85014 		86-0300832 501(C)(3) 205,601 612 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(62) Lodestar Day Resource Center
1125 W Jackson St
Phoenix,AZ85007 		26-0235106 501(C)(3) 366,703       PROGRAM SUPPORT
(63) Maricopa County Youth Genesis
234 N Central Ave
Phoenix,AZ85004 		86-6000472 501(C)(3) 0 6,800 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(64) My Sister My Friend
1325 W Pima St
Phoenix,AZ85007 		20-8488475 501(C)(3) 0 54,810 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(65) National Council On Alcohol
4201 N 16th St
Phoenix,AZ85016 		86-0208873 501(C)(3) 24,178       PROGRAM SUPPORT
(66) Native American Connections
4520 N Central Ave
Phoenix,AZ85012 		86-0293585 501(C)(3) 241,835 28,247 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(67) New Life Center
PO Box 5005
Goodyear,AZ85338 		86-0635950 501(C)(3) 52,000 1,120 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(68) New Pathways For Youth Inc
1001 E Pierce St
Phoenix,AZ85006 		86-0615007 501(C)(3) 100,000 1,080 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(69) One Step Beyond Inc
9299 W Olive Ave
Peoria,AZ85345 		86-1036448 501(C)(3) 10,000 840 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(70) Phoenix Cursillo Catholic Diocese
4633 N 54th St
Phoenix,AZ85018 		86-0849341 501(C)(3) 0 10,030 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(71) Phoenix Day Child and Family Learning Ctr
115 E Tonto St
Phoenix,AZ85004 		86-0096782 501(C)(3) 352,910 11,344 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(72) Phoenix Indian Center Inc
4520 N Central Ave
Phoenix,AZ85012 		86-6006566 501(C)(3) 75,693 3,890 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(73) Phoenix Shanti Group
2345 W Glendale Ave
Phoenix,AZ85021 		86-0592079 501(C)(3) 26,638 8,920 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(74) River of Dreams
2700 N 15th Ave
Phoenix,AZ85007 		86-0749240 501(C)(3) 117,525       PROGRAM SUPPORT
(75) Salvation Army
2707 E Van Buren Ave
Phoenix,AZ85008 		94-1156347 501(C)(3) 399,940 13,251 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(76) Save The Family Foundation of Arizona
450 W 4th Pl
Mesa,AZ85201 		86-0665712 501(C)(3) 100,000 1,710 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(77) Society of St Vincent de Paul
420 W Watkins Rd
Phoenix,AZ85003 		86-0096789 501(C)(3) 57,000 34,400 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(78) Sojourner Center
PO Box 20156
Phoenix,AZ85036 		94-2465081 501(C)(3) 104,000       PROGRAM SUPPORT
(79) Southwest Autism Research & Resource Ctr
300 N 18th St
Phoenix,AZ85006 		31-1496646 501(C)(3) 35,000 13,200 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(80) Southwest Center For HIVAIDS
1144 E McDowell Rd
Phoenix,AZ85006 		86-0695862 501(C)(3) 10,000 3,330 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(81) Southwest Human Development
2850 N 24th St
Phoenix,AZ85008 		86-0407179 501(C)(3) 3,456,125       PROGRAM SUPPORT
(82) Southwest Keys Program
2613 W Campbell Ave
Phoenix,AZ85017 		95-2884608 501(C)(3) 0 135,928 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(83) Stardust Building Supplies Inc
1720 W Broadway Rd
Mesa,AZ85202 		86-0868376 501(C)(3) 15,000 4,720,673 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(84) STARS Scottsdale Training & Rehab
7507 East Osborn Rd
Scottsdale,AZ85251 		23-7395103 501(C)(3) 22,098       PROGRAM SUPPORT
(85) Step One Foundation Inc
6719 E 2ND St
Prescott,AZ86314 		58-2675854 501(C)(3) 0 126,584 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(86) Tempe Community Action Agency
2150 E Orange St
Tempe,AZ85281 		86-0254820 501(C)(3) 95,000       PROGRAM SUPPORT
(87) Tempe Community Council
34 E 7th St
Tempe,AZ85281 		51-0189790 501(C)(3) 78,034 12,588 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(88) The Centers for Habilitation
215 W Lodge Dr
Tempe,AZ85283 		86-0217033 501(C)(3) 14,424       PROGRAM SUPPORT
(89) Tumbleweed Center for Youth Development
1419 N Third St
Phoenix,AZ85004 		23-7284153 501(C)(3) 188,407 6,790 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(90) UMOM New Day Centers
3320 E Van Buren St
Phoenix,AZ85008 		86-0521062 501(C)(3) 347,265       PROGRAM SUPPORT
(91) United Food Bank
358 E Javelina Ave
Mesa,AZ85210 		86-0505273 501(C)(3) 103,145       PROGRAM SUPPORT
(92) United Way of Tucson and Southern Arizona
PO Box 86750
Tucson,AZ85754 		86-0098932 501(C)(3) 2,932,320       PROGRAM SUPPORT
(93) Upward Foundation
6306 N 7th St
Phoenix,AZ85014 		86-0221195 501(C)(3) 183,713 50 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(94) Valle Del Sol Inc
3807 N 7th St
Phoenix,AZ85014 		86-0251255 501(C)(3) 17,843       PROGRAM SUPPORT
(95) Valley Of The Sun YMCA
350 N 1st Ave
Phoenix,AZ85003 		86-0096799 501(C)(3) 359,867 185,100 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(96) VALLEYLIFE
1142 W Hatcher Rd
Phoenix,AZ85021 		86-0135640 501(C)(3) 63,957 23,870 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(97) Wesley Community Center
1300 S 10th St
Phoenix,AZ85034 		86-0133770 501(C)(3) 159,660 7,300 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(98) CMTY INITIATIVE FUNDING TO VARIOUS AGENCIES
1515 E OSBORN
Phoenix,AZ85014 		  747,724 494,741 FMV VARIOUS IN-KIND PROGRAM SUPPORT
(99) FTF Quality First Scholarships to Providers
1515 E OSBORN
Phoenix,AZ85014 		  55,402,799       PROGRAM SUPPORT
(100) Direct Designations to Various Agencies
1515 E OSBORN
Phoenix,AZ85014 		501(C)(3) 17,604,110       PROGRAM SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................ Bullet Image
2934
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
787
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2014

Schedule I (Form 990) 2014
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Part III can be duplicated 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) FTF PROFESSIONAL REWARDS 1186 1,030,860      












Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
SCHEDULE I, PART I, LINE 2 VALLEY OF THE SUN UNITED WAY (VSUW) 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 2015, WE DIRECTED THESE FUNDS TO OVER 3,000 AGENCIES. VALLEY OF THE SUN UNITED WAY DOES NOT HAVE DISCRETION TO AWARD THESE DESIGNATIONS, BUT MUST FOLLOW THE REQUEST OF THE DONOR. IF THE DESIGNEE DOES NOT QUALIFY UNDER THE 501(C)(3) OR PATRIOT ACT REQUIREMENTS THE DONOR IS CONTACTED TO REDIRECT THE DONATION.
SCHEDULE I, PART II FIRST THINGS FIRST - QUALITY FIRST SCHOLARSHIPS TO ELIGIBLE PROVIDERS: MANY WORKING, LOW-INCOME FAMILIES STRUGGLE TO PAY FOR QUALITY CHILD CARE. SOME MUST CHOOSE BETWEEN A JOB OR LEAVING THEIR CHILDREN IN CARE THAT IS NOT THEIR FIRST CHOICE. EARLY CARE AND EDUCATION PROVIDERS ENROLLED IN QUALITY FIRST MAY BE ELIGIBLE TO OFFER QUALITY FIRST SCHOLARSHIPS, WHICH HELP LOW-INCOME FAMILIES WITH CHILDREN BIRTH TO AGE 5 AFFORD QUALITY CHILD CARE. QUALITY FIRST SCHOLARSHIPS HELP EARLY CARE AND EDUCATION PROVIDERS FILL PAID SLOTS IN THEIR PROGRAM AND REIMBURSE THEM FOR SOME OF THE EXPENSES OF PROVIDING QUALITY (HIGHER WAGES FOR MORE EXPERIENCED AND EDUCATED PROFESSIONALS, LOW STAFF-TO-CHILD RATIOS AND SMALL GROUP SIZES, ETC.). THE NUMBER OF SCHOLARSHIPS ASSIGNED TO EACH SITE AND THE REIMBURSEMENT RATE ARE BASED ON THE SIZE OF THE PROGRAM AND ITS QUALITY FIRST STAR RATING. PROGRAMS WITH STAR RATINGS IN THE QUALITY LEVELS RECEIVE MORE SCHOLARSHIPS AND HIGHER REIMBURSEMENTS FOR EACH SCHOLARSHIP.
SCHEDULE I, PART III FIRST THINGS FIRST - PROFESSIONAL REWARD$: YOUNG CHILDREN BENEFIT FROM CONSISTENT, LONG-TERM RELATIONSHIPS WITH TEACHERS AND CAREGIVERS WHO ARE EDUCATED TO WORK WITH INFANTS, TODDLERS AND PRESCHOOLERS. TO HELP PROGRAMS RETAIN WELL-QUALIFIED STAFF, FIRST THINGS FIRST'S PROFESSIONAL REWARD$ OFFERS SPECIAL FINANCIAL INCENTIVES TO TEACHERS AND CAREGIVERS IN QUALITY FIRST PROGRAMS FOR STAYING IN THEIR CURRENT JOB FOR AT LEAST ONE YEAR AND FOR TAKING AT LEAST SIX HOURS OF COLLEGE COURSEWORK IN EARLY CHILDHOOD. AWARDS RANGE FROM $300 TO $2,000. OTHER ELIGIBILITY RESTRICTIONS APPLY, AND FUNDING IS NOT AVAILABLE IN ALL AREAS. FOR FULL INFORMATION ON ELIGIBILITY REQUIREMENTS, THE APPLICATION PROCESS AND MORE, PLEASE VISIT HTTP://WWW.AZFTFREWARDS.ORG/.
Schedule I (Form 990) 2014


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, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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 or provision of all of 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
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
Yes
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
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
Yes
 
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), 501(c)(4), and 501(c)(29) organizations 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
Yes
 
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 Regulations 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 Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is 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) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (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 in column(B) reported as deferred in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1MERL WASCHLERPRESIDENT AND CEO (i)
(ii)		 316,055
...............................
0 		79,108
...............................
0 		26,649
...............................
0 		11,700
...............................
0 		26,275
...............................
0 		459,787
...............................
0 		0
...............................
0
2KATHERINE CECALACHIEF OPERATING OFFICER (i)
(ii)		 212,223
...............................
0 		355
...............................
0 		21,253
...............................
0 		8,414
...............................
0 		19,770
...............................
0 		262,015
...............................
0 		0
...............................
0
3TANYA MUNIZCHIEF FINANCIAL OFFICER (i)
(ii)		 142,039
...............................
0 		355
...............................
0 		2,839
...............................
0 		6,390
...............................
0 		17,340
...............................
0 		168,963
...............................
0 		0
...............................
0
4BRIAN SPICKERSENIOR VP OF COMMUNITY IMPACT (i)
(ii)		 182,486
...............................
0 		355
...............................
0 		20,606
...............................
0 		7,778
...............................
0 		19,997
...............................
0 		231,222
...............................
0 		0
...............................
0
5NANCY DEANSENIOR VP RESOURCE DEVELOPMENT (i)
(ii)		 178,762
...............................
0 		355
...............................
0 		16,532
...............................
0 		8,677
...............................
0 		25,125
...............................
0 		229,451
...............................
0 		0
...............................
0
6KEN BROOKSCHIEF INFORMATION OFFICER (i)
(ii)		 163,395
...............................
0 		355
...............................
0 		3,493
...............................
0 		7,070
...............................
0 		600
...............................
0 		174,913
...............................
0 		0
...............................
0
7TAMERA SKROVANSENIOR VP OF MARKETING (i)
(ii)		 147,441
...............................
0 		355
...............................
0 		621
...............................
0 		6,391
...............................
0 		2,160
...............................
0 		156,968
...............................
0 		0
...............................
0
Schedule J (Form 990) 2014

Schedule J (Form 990) 2014
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II.
Also complete this part for any additional information.
Return Reference Explanation
SCHEDULE J, PART I, LINE 1A VALLEY OF THE SUN UNITED WAY (VSUW) OFFERS HEALTH CLUB MEMBERSHIPS AT A REDUCED RATE, TO THE YMCA AND JCC, TO ALL EMPLOYEES. VSUW EMPLOYEES THAT CHOOSE TO TAKE ADVANTAGE OF THIS BENEFIT ARE REQUIRED TO PAY A PORTION OF THE MONTHLY DUES WHICH ARE DEDUCTED DIRECTLY FROM THEIR PAYROLL. VSUW PAYS THE REMAINING PORTION OF THE DUES.
SCHEDULE J, PART I, LINE 4B THE COMPENSATION COMMITTEE IDENTIFIED CERTAIN SENIOR LEVEL EMPLOYEES WHOSE SKILLS AND SERVICES WERE DEEMED CRITICALLY IMPORTANT TO THE FUTURE SUCCESS OF THE ORGANIZATION. A COMPENSATION PLAN WAS ESTABLISHED BY THE COMPENSATION COMMITTEE FOR CERTAIN EMPLOYEES TO HELP ENSURE THE ORGANIZATION ACHIEVES ITS CURRENT STRATEGIC PRIORITIES. PARTICIPANTS IN THE PLAN RECEIVE $10,000, PLUS A GROSS-UP FOR TAXES, TO BE INVESTED BY THE PARTICIPANT IN A RETIREMENT SAVINGS VEHICLE. THE AMOUNTS ARE TAXABLE IN THE CURRENT YEAR AND, AS SUCH, ARE INCLUDED IN REPORTABLE COMPENSATION IN PART VII AND SCHEDULE J, PART II. THE IDENTIFIED EMPLOYEES AND THEIR CURRENT YEAR PARTICIPATION ARE AS FOLLOWS: MERL WASCHLER - $10,000 CONTRIBUTION, PLUS $7,423 TAX GROSS-UP KATHERINE CECALA - $10,000 CONTRIBUTION, PLUS $5,911 TAX GROSS-UP NANCY DEAN - $10,000 CONTRIBUTION, PLUS A $5,911 TAX GROSS UP BRIAN SPICKER - $10,000 CONTRIBUTION, PLUS $5,911 TAX GROSS-UP
SCHEDULE J, PART I, LINE 7 THE CEO IS ELIGIBLE TO RECEIVE AN ANNUAL BONUS AS DETERMINED BY A REVIEW OF HIS PERFORMANCE AGAINST ESTABLISHED GOALS BY THE BOARD CHAIR AND COMPENSATION COMMITTEE. THE BONUS IS DETERMINED ANNUALLY WITH AN AMOUNT RANGING FROM 0% - 30%. A "REBUTTABLE PRESUMPTION CHECKLIST" IS COMPLETED BY THE COMPENSATION COMMITTEE WITH REGARD TO THE CEO, COO AND CFO COMPENSATION PACKAGES. THE CHECKLIST DETERMINES THE AMOUNT BASED ON THE PERFORMANCE AND THE PAYMENT RANGE, ALONG WITH A COMPENSATION STUDY. THE COMPENSATION STUDY INCLUDES COMPENSATION DATA FROM EXTERNAL SALARY CONSULTANTS THAT COMPARE OTHER SIMILAR ORGANIZATIONS AND UNITED WAYS IN SIMILAR COMMUNITIES.
Schedule J (Form 990) 2014

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 organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2014
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)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
noncash 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 2,546,941 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 1,924 16,506 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 furrniture, equip. ) X 103,641 2,112,443 COST/SELLING PRICE
26 Other Right pointing arrow large image ( Misc tickets/gift cert. ) X 0 1,991,574 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
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 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 noncash
contributions? ..........................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2014)
Schedule M (Form 990) (2014)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b,
32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
SCHEDULE M, PART I, COLUMN (B) THE ORGANIZATION REPORTS, IN SCHEDULE M, PART I, COLUMN (B), THE NUMBER OF ITEMS RECEIVED, NOT THE NUMBER OF CONTRIBUTIONS.
Schedule M (Form 990) (2014)
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 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2014
Open to Public
Inspection
Name of the organization
Valley of the Sun United Way
 
Employer identification number

86-0104419
Return Reference Explanation
FORM 990, PART I, LINE 6 VALLEY OF THE SUN UNITED WAY (VSUW) HAS OVER 14,000 VOLUNTEERS WHO ASSIST THE ORGANIZATION IN A VARIETY OF CAPACITIES. VSUW'S VOLUNTEERS ARE A KEY COMPONENT TO THE SUCCESS OF THE ORGANIZATION. VSUW RELIES HEAVILY ON THE GUIDANCE OF KEY VOLUNTEERS TO APPROVE BUDGETS AND DISTRIBUTIONS TO THE COMMUNITY. VSUW HAS VOLUNTEERS IN SEVERAL POSITIONS TO INCLUDE BOARD/POLICY MAKING, CAMPAIGN, COMMUNITY IMPACT, ENDOWMENT, PUBLIC POLICY, AND A VARIETY OF DIRECT SERVICES.
FORM 990, PART I, LINE 1 AND PART III, LINES 4A-4C VALLEY OF THE SUN UNITED WAY (VSUW) DEVELOPS AND SUPPORTS HUNDREDS OF HEALTH AND HUMAN SERVICES PROGRAMS AND VARIOUS INITIATIVES THAT ADDRESS OUR COMMUNITY'S MOST PRESSING NEEDS. WITH OUR COMMUNITY'S SUPPORT, WE WILL ACHIEVE OUR THREE KEY COMMUNITY OBJECTIVES TO 1) ENSURE CHILDREN AND YOUTH SUCCEED; 2) END HUNGER AND HOMELESSNESS; AND 3) INCREASE FINANCIAL STABILITY OF FAMILIES AND INDIVIDUALS. VSUW PARTNERS WITH MARICOPA COUNTY LEADERS, BUSINESS SUPPORTERS, NON-PROFIT ORGANIZATIONS, SCHOOLS, VOLUNTEERS AND DONORS TO DEVELOP INNOVATIVE SOLUTIONS THAT ADDRESS SHORT-TERM INDIVIDUAL NEEDS AND CREATE LONG-TERM COMMUNITY SOLUTIONS. BY COMING TOGETHER AROUND THESE COMMON OBJECTIVES, WE CREATE LASTING, SYSTEMIC CHANGE THAT TRANSFORMS INDIVIDUAL LIVES AND BUILDS A STRONGER COMMUNITY FOR US ALL TO LIVE, WORK AND RAISE OUR FAMILIES. MISSION: IMPROVE LIVES BY MOBILIZING THE CARING POWER OF OUR COMMUNITY. VISION: BUILD A CARING COMMUNITY WHERE ALL CHILDREN AND YOUTH SUCCEED, FAMILIES ARE SELF-SUFFICIENT AND ALL PEOPLE ENJOY MAXIMUM HEALTH AND INDEPENDENCE. VALLEY OF THE SUN UNITED WAY COMMUNITY OBJECTIVES: ENSURE CHILDREN AND YOUTH SUCCEED TOGETHER WITH OUR PARTNERS, WE DEVELOP PARTNERSHIPS AND SUPPORT PROGRAMS THAT FOCUS ON KEY TRANSITIONS WHICH INFLUENCE A CHILD'S SUCCESS IN SCHOOL AND LIFE: READY FOR KINDERGARTEN, READ AT GRADE LEVEL BY END OF THIRD GRADE, GRADUATION FROM HIGH SCHOOL, AND PREPARED FOR COLLEGE AND CAREER. INCREASE FINANCIAL STABILITY WE EMPOWER COMMUNITY MEMBERS TO BREAK THE CYCLE OF POVERTY FOR THEMSELVES AND THEIR FAMILIES. UNITED WAY AND OUR PARTNERS EDUCATE INDIVIDUALS AND FAMILIES ON MANAGING THEIR PERSONAL FINANCES AND PROVIDE WORKFORCE PREPARATION FOR LOW-INCOME ADULTS TO HELP ACHIEVE FINANCIAL INDEPENDENCE. END HUNGER AND HOMELESSNESS UNITED WAY WORKS WITH PARTNERS TO ACHIEVE LONG-TERM, SYSTEMIC CHANGE THAT WILL END BOTH CHRONIC HUNGER AND CHRONIC HOMELESSNESS IN MARICOPA COUNTY. ON ANY GIVEN DAY, 82,000 HOUSEHOLDS IN MARICOPA COUNTY EXPERIENCE CHRONIC HUNGER, WHICH IMPACTS FAMILIES WITH CHILDREN AND SENIOR CITIZENS WHO STRUGGLE TO PUT FOOD ON THE TABLE. ON ANY GIVEN DAY, THOUSANDS OF INDIVIDUALS EXPERIENCE HOMELESSNESS, SOME FOR THE FIRST TIME AFTER A JOB LOSS, FORECLOSURE OR MEDICAL CRISIS - OTHERS FOR DECADES. OUR RESULTS IN FY 2015, DONATIONS FROM VALLEY OF THE SUN UNITED WAY'S GENEROUS DONORS: - TRAINED 3,500 PARENTS AND PROVIDED 8,233 SCHOOL READINESS KITS TO PREPARE CHILDREN FOR KINDERGARTEN. - PROVIDED TOOLS FOR SUCCESS IN HIGH SCHOOL TO MORE THAN 2,500 STUDENTS THROUGH DESTINATION GRADUATION. - ASSISTED 4,000 INDIVIDUALS IN COMPLETING JOB TRAINING AND OBTAINING EMPLOYMENT. - PROVIDED FINANCIAL LITERACY EDUCATION TO OVER 1,600 ADULTS. - HELPED 1,340 HARDWORKING TAXPAYERS TO CLAIM NEARLY $2 MILLION TAX REFUNDS AND RECEIVE TAX CREDITS THEY EARNED. - DEVELOPED COMMUNITY PARTNERSHIPS TO CREATE 1,200 UNITS OF PERMANENT SUPPORTIVE HOUSING TO HELP END HOMELESSNESS FOR MANY. - CONNECTED THOUSANDS OF PEOPLE TO LIFE CHANGING SERVICES FROM SHELTER, FOOD, CLOTHING, EMPLOYMENT AND WELLNESS CHECKS AT PROJECT CONNECT. - DISTRIBUTED 15,000 WEEKEND HUNGER BACKPACKS FOR STUDENTS AT EIGHT LOCAL SCHOOLS WHICH PROVIDED YOUTH REGULAR MEALS ON THE WEEKEND SO THEY ARE READY TO LEARN ON MONDAY. - INTRODUCED BREAKFAST IN THE CLASSROOM IN 14 SCHOOLS, PROVIDING MEALS FOR 9,815 CHILDREN.
FORM 990, PART VI, LINE 1A PURSUANT TO THE BYLAWS, VALLEY OF THE SUN UNITED WAY'S EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE CORPORATION, THE CHAIRPERSONS OF THE STANDING COMMITTEES AND SUCH ADDITIONAL PERSONS, WHO ARE THEN SERVING ON THE BOARD, AS MAY BE APPOINTED BY THE CHAIRPERSON. IN AN EMERGENCY, THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE ALL THE POWERS OF THE BOARD, EXCEPT AS LIMITED BY LAW OR BOARD RESOLUTION. ANY EMERGENCY ACTION TAKEN SHALL BE SUBMITTED TO THE BOARD FOR RATIFICATION. FORM 990, PART VI, LINE 11B THE FORM IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE CONTROLLER. AFTER REVIEW BY THE CHIEF FINANCIAL OFFICER, THE DRAFT 990 IS PRESENTED TO THE VSUW FINANCE COMMITTEE TO REVIEW AND APPROVE. THE 990 IS POSTED AS AN AGENDA ITEM TO DISCUSS AND REVIEW. THE ACCOUNTING FIRM THAT PREPARES THE 990 IS PRESENT TO ASSIST WITH ANSWERING QUESTIONS AT THE FINANCE COMMITTEE MEETING. A FINAL DRAFT 990 IS PROVIDED TO THE ENTIRE BOARD OF DIRECTORS PRIOR TO THE FINAL SUBMISSION OF THE FORM 990. THE BOARD RECEIVES COPIES OF THE 990 AFTER THE FINANCE COMMITTEE HAS REVIEWED AND APPROVED IT. UPON REVIEW, THE 990 IS SIGNED AND SUBMITTED TO THE IRS.
FORM 990, PART VI, LINE 12C VSUW SENDS THE CONFLICT OF INTEREST POLICY STATEMENT AND SURVEY TO THE BOARD OF DIRECTORS ON A REGULAR BASIS. A WEB-BASED SURVEY AND THE POLICY ARE SENT TO THE INTERESTED PARTIES VIA EMAIL. THE EXECUTIVE OFFICE MONITORS AND MAKES THE EFFORT TO ENSURE ALL INTERESTED PARTIES COMPLETE THE SURVEY AND ACKNOWLEDGE THE CONFLICT OF INTEREST POLICY. VSUW STAFF IS ALSO TRAINED AND EDUCATED ANNUALLY ON THE CONFLICT OF INTEREST POLICY. THE STAFF IS ALSO REQUIRED TO ANNUALLY SIGN A CONFLICT OF INTEREST POLICY.
FORM 990, PART VI, LINES 15A & 15B OFFICER COMPENSATION - CEO THE COMPENSATION COMMITTEE, A SUBCOMMITTEE OF THE VSUW BOARD OF DIRECTORS, REVIEWS AND DETERMINES THE COMPENSATION OF THE PRESIDENT/CEO ON AN ANNUAL BASIS. THE COMPENSATION REVIEW CONSIDERS COMPENSATION DATA FROM AN INDEPENDENT COMPENSATION CONSULTANT AND RELEVANT COMPENSATION SURVEYS OR STUDIES, INCLUDING COMPARISON OF IRS FORM 990 COMPENSATION INFORMATION FROM SIMILAR AREA ORGANIZATIONS. THE COMPENSATION COMMITTEE COMPLETES A REBUTTABLE PRESUMPTION CHECKLIST WITH REGARD TO DETERMINING CEO COMPENSATION. THE COMPENSATION COMMITTEE CONSISTS OF THE VSUW BOARD CHAIR, THE VSUW FINANCE & AUDIT COMMITTEE CHAIR, AND TWO OTHER MEMBERS APPOINTED BY THE VSUW BOARD CHAIR. IF A MEMBER OF THE COMPENSATION COMMITTEE RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM VSUW FOR SERVICES, THEN THAT MEMBER IS PRECLUDED FROM PARTICIPATING IN DISCUSSIONS OR VOTES PERTAINING TO THAT MEMBER'S COMPENSATION. OFFICER COMPENSATION - COO & CFO THE CEO RECOMMENDS COMPENSATION AFTER ANNUAL REVIEW TO THE COMPENSATION COMMITTEE FOR THE CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER. THE COMPENSATION COMMITTEE, A SUBCOMMITTEE OF THE VSUW BOARD OF DIRECTORS, DETERMINES THE COMPENSATION OF THE CHIEF OPERATING OFFICER AND CHIEF FINANCIAL OFFICER ON AN ANNUAL BASIS. THE COMPENSATION REVIEW CONSIDERS COMPENSATION DATA FROM AN INDEPENDENT COMPENSATION CONSULTANT AND RELEVANT COMPENSATION SURVEYS OR STUDIES, INCLUDING COMPARISON OF IRS FORM 990 COMPENSATION INFORMATION FROM SIMILAR AREA ORGANIZATIONS. THE COMPENSATION COMMITTEE COMPLETES A REBUTTABLE PRESUMPTION CHECKLIST WITH REGARD TO DETERMINING CEO COMPENSATION. THE COMPENSATION COMMITTEE CONSISTS OF THE VSUW BOARD CHAIR, THE VSUW FINANCE & AUDIT COMMITTEE CHAIR, AND TWO OTHER MEMBERS APPOINTED BY THE VSUW BOARD CHAIR. IF A MEMBER OF THE COMPENSATION COMMITTEE RECEIVES COMPENSATION, DIRECTLY OR INDIRECTLY, FROM VSUW FOR SERVICES, THEN THAT MEMBER IS PRECLUDED FROM PARTICIPATING IN DISCUSSIONS OR VOTES PERTAINING TO THAT MEMBER'S COMPENSATION.
FORM 990, PART VI, LINE 19 THE ORGANIZATION'S FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE READILY AVAILABLE ON THE VSUW WEBSITE AT WWW.VSUW.ORG. THE FORM 990 IS ALSO AVAILABLE ON GUIDESTAR, AN EXTERNAL WEBSITE. OTHER DOCUMENTS SUCH AS IRS DETERMINATION LETTER, CONFLICT OF INTEREST POLICY, GOVERNING DOCUMENTS, AND OTHER POLICIES ARE POSTED ON THE VSUW INTRANET AND ARE SUPPLIED TO EXTERNAL PARTIES UPON REQUEST.
FORM 990, PART VII IN ADDITION TO VOTING DIRECTORS WE INCLUDE HONORARY MEMBERS ON THE VALLEY OF THE SUN UNITED WAY BOARD OF DIRECTORS TO HELP GUIDE THE BOARD DECISIONS AND PROVIDE VALUABLE ADVICE AND OPINIONS. IN ACCORDANCE WITH THE FORM 990 INSTRUCTIONS, THEY ARE NOT LISTED ON THE PART VII OF THE 990 BECAUSE THEY ARE NONVOTING; HOWEVER, THEY ARE RECOGNIZED AS VALLEY OF THE SUN UNITED WAY BOARD MEMBERS. THE INDIVIDUALS INCLUDED ARE: PHIL FRANCIS - HONORARY BOARD MEMBER SUSAN FRANK - HONORAY BOARD MEMBER CARLOS GONZALEZ - HONORARY BOARD MEMBER MERNOY HARRISON - HONORARY BOARD MEMBER HOPE LEVIN - HONORARY BOARD MEMBER STEVE WHEELER - HONORARY BOARD MEMBER
FORM 990, PART XI, LINE 9 CHANGE IN UNRECOGNIZED BENEFIT PLAN COSTS: $548,131
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2014

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