Civic Intelligence

Valley of the Sun United Way

EIN 86-0104419 • 501(c)3 • Phoenix, AZ

Profile

Improves lives by mobilizing community, corporate and nonprofit partners to reach bold goals for maricopa county in the areas of health, housing and homelessness, education and workforce development.

3115 N 3rd Avenue G-130Phoenix, AZ 85013

www.vsuw.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

42nd percentile

0.20x

Higher debt load relative to assets than 42% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Liabilities / Revenue

38th percentile

0.28x

Higher debt load relative to revenue than 38% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Net Margin

20th percentile

-5.3%

Higher net margin than 20% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Top Officer Pay

35th percentile

$373,739

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

501(c)3 • $100M-$250M nonprofits • Source year 2025

Asset Growth

19th percentile

-1.3%

Faster asset growth than 19% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Revenue Growth

4th percentile

-38%

Faster revenue growth than 4% of similar nonprofits.

501(c)3 • $100M-$250M nonprofits • Annualized from 2024 to 2025

Assets

Down

$100,423,177

Down $1,313,239 (-1.3%) from 2024

Liabilities

Down

$20,296,061

Down $5,373,339 (-21%) from 2024

Net Assets

Up

$80,127,116

Up $4,060,100 (+5.3%) from 2024

Revenue

Down

$73,525,775

Down $45,970,740 (-38%) from 2024

Expenses

Down

$77,451,896

Down $41,650,461 (-35%) from 2024

Net Income

Down

-$3,926,121

Down $4,320,279 (-1096%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$150M$100M$50M$0Assets 2011: $75,586,504Liabilities 2011: $28,665,569Net Assets 2011: $46,920,9352011Assets 2012: $76,865,218Liabilities 2012: $31,571,255Net Assets 2012: $45,293,9632012Assets 2013: $87,022,914Liabilities 2013: $36,189,088Net Assets 2013: $50,833,8262013Assets 2014: $91,840,061Liabilities 2014: $28,915,086Net Assets 2014: $62,924,9752014Assets 2015: $90,731,946Liabilities 2015: $25,065,046Net Assets 2015: $65,666,9002015Assets 2016: $79,861,748Liabilities 2016: $19,659,508Net Assets 2016: $60,202,2402016Assets 2017: $76,252,617Liabilities 2017: $17,546,460Net Assets 2017: $58,706,1572017Assets 2018: $74,195,991Liabilities 2018: $18,089,954Net Assets 2018: $56,106,0372018Assets 2019: $69,570,189Liabilities 2019: $17,539,696Net Assets 2019: $52,030,4932019Assets 2020: $68,923,271Liabilities 2020: $16,579,262Net Assets 2020: $52,344,0092020Assets 2021: $109,732,254Liabilities 2021: $25,479,400Net Assets 2021: $84,252,8542021Assets 2022: $104,098,931Liabilities 2022: $35,727,291Net Assets 2022: $68,371,6402022Assets 2023: $108,533,886Liabilities 2023: $38,081,638Net Assets 2023: $70,452,2482023Assets 2024: $101,736,416Liabilities 2024: $25,669,400Net Assets 2024: $76,067,0162024Assets 2025: $100,423,177Liabilities 2025: $20,296,061Net Assets 2025: $80,127,1162025

Highlighted filing

2025

Assets$100,423,177
Liabilities$20,296,061
Net Assets$80,127,116

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$150M$100M$50M$0-$50MExpenses 2011: $70,187,8192011Expenses 2012: $82,678,6562012Revenue 2013: $106,090,132Expenses 2013: $103,822,966Net Income 2013: $2,267,1662013Revenue 2014: $116,142,839Expenses 2014: $109,539,372Net Income 2014: $6,603,4672014Revenue 2015: $126,444,892Expenses 2015: $121,220,469Net Income 2015: $5,224,4232015Revenue 2016: $95,761,565Expenses 2016: $96,843,901Net Income 2016: -$1,082,3362016Revenue 2017: $95,725,697Expenses 2017: $99,855,673Net Income 2017: -$4,129,9762017Revenue 2018: $96,118,692Expenses 2018: $99,954,674Net Income 2018: -$3,835,9822018Revenue 2019: $94,198,484Expenses 2019: $96,992,987Net Income 2019: -$2,794,5032019Revenue 2020: $100,632,911Expenses 2020: $97,807,786Net Income 2020: $2,825,1252020Revenue 2021: $109,884,545Expenses 2021: $90,513,487Net Income 2021: $19,371,0582021Revenue 2022: $79,942,536Expenses 2022: $80,597,059Net Income 2022: -$654,5232022Revenue 2023: $110,603,271Expenses 2023: $112,728,218Net Income 2023: -$2,124,9472023Revenue 2024: $119,496,515Expenses 2024: $119,102,357Net Income 2024: $394,1582024Revenue 2025: $73,525,775Expenses 2025: $77,451,896Net Income 2025: -$3,926,1212025

Highlighted filing

2025

Revenue$73,525,775
Expenses$77,451,896
Net Income-$3,926,121

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$100$20.3$80.1$73.5$77.5$3.93
2024Detailed filing. Detailed filing data is available for this year.$102$25.7$76.1$119$119$0.39
2023Detailed filing. Detailed filing data is available for this year.$109$38.1$70.5$111$113$2.12
2022Detailed filing. Detailed filing data is available for this year.$104$35.7$68.4$79.9$80.6$0.65
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$110$25.5$84.3$110$90.5$19.4
2020Detailed filing. Detailed filing data is available for this year.$68.9$16.6$52.3$101$97.8$2.83
2019Detailed filing. Detailed filing data is available for this year.$69.6$17.5$52.0$94.2$97.0$2.79
2018Detailed filing. Detailed filing data is available for this year.$74.2$18.1$56.1$96.1$100.0$3.84
2017Detailed filing. Detailed filing data is available for this year.$76.3$17.5$58.7$95.7$99.9$4.13
2016Detailed filing. Detailed filing data is available for this year.$79.9$19.7$60.2$95.8$96.8$1.08
2015Detailed filing. Detailed filing data is available for this year.$90.7$25.1$65.7$126$121$5.22
2014Detailed filing. Detailed filing data is available for this year.$91.8$28.9$62.9$116$110$6.60
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$87.0$36.2$50.8$106$104$2.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$76.9$31.6$45.3$82.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$75.6$28.7$46.9$70.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 25, 2026
Return Version
2024v5.1
Gross Receipts
$89,446,431
Mission and Program Overview

Mission

Improves lives by mobilizing community, corporate and nonprofit partners to reach bold goals for maricopa county in the areas of health, housing and homelessness, education and workforce development.

Improve lives by mobilizing the caring power of our community. See schedule o for further detail.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$74,611,828$71,029,490▼ $3,582,338
Savings and Temporary Cash Investments$7,928,373$18,161,858▲ $10,233,485
Pledges and Grants Receivable$16,353,023$9,442,548▼ $6,910,475
Land, Buildings, and Equipment, Net$779,336$535,829▼ $243,507
Prepaid Expenses and Deferred Charges$462,266$469,848▲ $7,582
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0--
Investments Program Related$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$101,736,416$100,423,177▼ $1,313,239
Other Assets Total$1,601,590$783,604▼ $817,986
Liabilities
Grants Payable$10,286,453$10,430,892▲ $144,439
Accounts Payable and Accrued Expenses$13,816,983$9,378,691▼ $4,438,292
Other Liabilities$1,565,964$486,478▼ $1,079,486
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$25,669,400$20,296,061▼ $5,373,339
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$57,503,172$62,323,877▲ $4,820,705
Net Assets With Donor Restrictions$18,563,844$17,803,239▼ $760,605
Total Net Assets Fund Balance$76,067,016$80,127,116▲ $4,060,100
Total Liabilities and Net Assets / Fund Balance$101,736,416$100,423,177▼ $1,313,239

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$298,411$2,253,104$2,551,515
Buildings$154,831$1,061,788$1,216,619
Other Land Buildings$82,587$987,514$1,070,101

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$61,611,999$1,768,716▲ $8,235,210$2,669,613$68,946,312
2023$54,838,722$1,939,735▲ $7,178,866$2,345,324$61,611,999
2022$50,796,257$1,029,326▲ $5,219,603$2,206,464$54,838,722
2021$58,942,436$1,804,410▼ $7,999,383$1,951,206$50,796,257
2020$46,642,129$28,326▲ $14,518,489$2,246,508$58,942,436
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carla Vargas JasaPresident and CEOFT$352,703$21,036$373,739
Tanya MunizChief Fin. & Operating Officer (thru 9/2024)FT$233,272$17,763$251,035
Laura KaiserChief Corp Relations & Brand OfficerFT$182,916$25,242$208,158
Emma V Garcia-loeraChief Comm Dev & Engagement OfficerFT$174,164$26,615$200,779
Christine SullivanCONTR(thru 9/24)/CFO(at 9/24)FT$171,594$23,256$194,850
Colleen GautamSVP, General Counsel & AdminFT$144,960$39,722$184,682
Melissa BoydstonSVP, Comm Dev & EngagementFT$150,156$33,475$183,631
Shelley GriffinVP, Information TechnologyFT$153,502$18,311$171,813

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
The Lavidge CompanyAdvertising and P.R.2777 E Camelback Rd, Suite 300, Phoenix, AZ 85016$206,882
Envoy Advisory LLCSocial Impact Advisement21 Butler Place 3E, Brooklyn, NY 11238$110,000
Revenue and Support

Revenue Composition

Contributions and Grants
$71,593,766
Program Service Revenue
$382,680
Investment Income
$1,371,605
Other Revenue
$177,724
All Other Contributions
$21,125,954
Change in Net Assets
$-3,926,121

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table401,453$349,818Market value
Other Non Cash Contri Table480$20,360Market value
Total Noncash Contributions401,933$370,178-

Audited Revenue Reconciliation

Revenue per Audited Statements
$66,711,659
Revenue Not Reported on Financial Statements
$6,814,116
Revenue Not Reported on Form 990
$8,030,242
Other Revenue Adjustments
$6,691,789
Total Revenue per Audited Statements
$74,741,901
Total Revenue per Form 990
$73,525,775
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$62,496,184
Salaries, Compensation, and Employee Benefits$10,555,469
Other Expenses$4,400,243
Total Fundraising Expense$4,089,932
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$62,496,184--$62,496,184
Other Salaries and Wages$3,554,793$2,032,911$2,203,211$7,790,915
Other Employee Benefits$502,298$285,598$326,663$1,114,559
Occupancy$389,502$190,704$254,709$834,915
Current Officers, Directors, Trustees, and Key Employees$232,539$325,842$159,332$717,713
Payroll Taxes$282,902$157,324$175,786$616,012
Information Technology$231,346$178,216$125,377$534,939
Depreciation Depletion$235,279$116,209$154,059$505,547
Advertising$130,749$169,205$101,831$401,785
Pension Plan Contributions$141,671$83,096$91,503$316,270
Office Expenses$175,610$48,433$60,971$285,014
Fees for Services Other$167,121$19,580$92,790$279,491
Payments to Affiliates$73,609$95,258$47,629$216,496
Fees for Services Accounting$59,000$128,100-$187,100
Insurance$53,079$35,925$35,146$124,150
Fees for Service Investment Mgmnt Fees-$122,327-$122,327
Other Expenses$60,554$25,214$15,917$101,685
Conferences and Meetings$11,289$10,299$19,080$40,668
Fees for Services Lobbying$31,500--$31,500
Travel$23,251$1,101$1,611$25,963
Fees for Services Legal$5,627$9,882$3,591$19,100
Total Functional Expenses$69,016,850$4,345,114$4,089,932$77,451,896

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$77,451,896
Total Expenses per Audited Statements$70,681,801
Expenses per Audited Statements$70,637,780
Expenses Not Reported on Financial Statements$6,814,116
Other Expense Adjustments$6,691,789
Expenses Not Reported on Form 990$44,021
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
First Things First Quality First Scholarships to ProvidersPhoenix, AZ-Program Support$45,070,430
Direct Designations to Various AgenciesPhoenix, AZ-Program Support$5,026,755
Other Community Initiatives - Various PartnersPhoenix, AZ-Program Support$3,019,094
A New Leaf IncMesa, AZ501c3Program Support$762,435
Arizona Community Foundation DBA Read On ArizonaPhoenix, AZGovernmentProgram Support$734,400
Chicanos Por La Causa IncPhoenix, AZ501c3Program Support$642,895
Make Way for BooksTucson, AZ501c3Program Support$373,878
Boys & Girls Clubs of the ValleyPhoenix, AZ501c3Program Support$373,284
Community Bridges IncMesa, AZ501c3Program Support$331,358
St Mary's Food BankPhoenix, AZ501c3Program Support$228,144
School Readiness Kits - Various PartnersPhoenix, AZ-Program Support$224,973
UMOM New Day Centers IncPhoenix, AZ501c3Program Support$175,657
Southwest Human DevelopmentPhoenix, AZ501c3Program Support$154,077
Solari IncTempe, AZ501c3Program Support$150,000
Child Crisis ArizonaMesa, AZ501c3Program Support$147,652
Big Bros Big Sisters of Central AZPhoenix, AZ501c3Program Support$147,116
Neighborhood Ministries IncPhoenix, AZ501c3Program Support$143,212
United Food BankMesa, AZ501c3Program Support$143,093
A New Leaf (Homeward Bound)Phoenix, AZ501c3Program Support$131,758
Native American ConnectionsPhoenix, AZ501c3Program Support$124,678
Year UpBoston, MA501c3Program Support$124,200
Arizona Housing IncPhoenix, AZ501c3Program Support$122,620
Be a Leader FoundationPhoenix, AZ501c3Program Support$121,758
Valley of the Sun YMCAPhoenix, AZ501c3Program Support$111,641
Fresh Start Women's FoundationPhoenix, AZ501c3Program Support$107,671
AzcendChandler, AZ501c3Program Support$106,192
Stemmler & Associates LLC DBA FrameShift GroupPhoenix, AZ501c3Program Support$102,838
Jewish Family & Children's Service Inc (JFCS)Phoenix, AZ501c3Program Support$97,870
Keys to Change (Human Services Campus)Phoenix, AZ501c3Program Support$92,500
Homeless Youth Connection IncAvondale, AZ501c3Program Support$91,643
Catholic Charities Community Services IncPhoenix, AZ501c3Program Support$90,048
Mercy House Living CentersSanta Ana, CA501c3Program Support$89,200
Southwest Autism Research and Resource CenterPhoenix, AZ501c3Program Support$87,975
Central Arizona Shelter Services (CASS)Phoenix, AZ501c3Program Support$87,643
Phoenix Legal Action NetworkTempe, AZ501c3Program Support$87,400
Jobs for Arizona's GraduatesPhoenix, AZ501c3Program Support$86,977
Lutheran Social Services of the SouthwestPhoenix, AZ501c3Program Support$86,424
Tempe Community Action AgencyTempe, AZ501c3Program Support$84,379
Read Better Be BetterPhoenix, AZ501c3Program Support$83,250
Avondale School DistrictAvondale, AZ501c3Program Support$82,713
Boys & Girls Clubs of Greater ScottsdaleScottsdale, AZ501c3Program Support$80,896
The Salvation ArmyPhoenix, AZ501c3Program Support$80,818
New Pathways for Youth IncPhoenix, AZ501c3Program Support$80,000
Phoenix Childrens Hospital FoundationPhoenix, AZ501c3Program Support$80,000
Free Arts for Abused Children of ArizonaPhoenix, AZ501c3Program Support$78,729
Maggie's Place IncPhoenix, AZ501c3Program Support$75,712
Arouet FoundPhoenix, AZ501c3Program Support$74,538
Friendly HousePhoenix, AZ501c3Program Support$71,695
Duet Partners in AgingPhoenix, AZ501c3Program Support$71,324
IcanChandler, AZ501c3Program Support$69,619
EMPACT-Suicide Prevention Center (EMPACT-SPC)Tempe, AZ501c3Program Support$66,805
Sojourner CenterPhoenix, AZ501c3Program Support$65,752
Live and Learn ProgramPhoenix, AZ501c3Program Support$64,202
Innovation for Justice at the University of Arizona James E Rogers CollegeTucson, AZ501c3Program Support$60,000
St Joseph the WorkerPhoenix, AZ501c3Program Support$58,572
Helping Hands for Single MomsPhoenix, AZ501c3Program Support$58,486
Waste Not IncScottsdale, AZ501c3Program Support$58,457
Unlimited PotentialPhoenix, AZ501c3Program Support$56,000
Televerde FoundationPhoenix, AZ501c3Program Support$55,500
Human Services Campus LLCPhoenix, AZGovernmentProgram Support$55,301
Justa CenterPhoenix, AZ501c3Program Support$55,276
Easterseals Blake FoundationTucson, AZ501c3Program Support$51,550
Wesley Community CenterPhoenix, AZ501c3Program Support$51,411
City of TempeTempe, AZ-Program Support$49,878
Creighton Community Foundation IncPhoenix, AZ501c3Program Support$48,096
notMYkid IncScottsdale, AZ501c3Program Support$46,811
New Life CenterGoodyear, AZ501c3Program Support$46,111
Greater Phoenix Chamber of CommercePhoenix, AZ501c3Program Support$45,000
Aster Aging IncMesa, AZ501c3Program Support$42,523
Hushabye NurseryPhoenix, AZ501c3Program Support$42,310
gervonni cares incTolleson, AZ501c3Program Support$35,000
Sounds AcademyPhoenix, AZGovernmentProgram Support$34,268
Union Elementary School DistrictTolleson, AZGovernmentProgram Support$33,539
Desert MissionPhoenix, AZ501c3Program Support$32,177
World Hunger Ecumenical Arizona Task Force dba WHEATPhoenix, AZ501c3Program Support$32,000
AZ Tech Council FdnTempe, AZ501c3Program Support$31,500
Unite for LiteracyFort Collins, CO501c3Program Support$31,200
DCG Enterprises LLCScottsdale, AZ501c3Program Support$30,600
AZ Career PathwaysPhoenix, AZ501c3Program Support$30,207
Banner Olive Br Senior CtrSun City, AZ501c3Program Support$29,499
Vitalyst Health FoundationPhoenix, AZ501c3Program Support$25,000
Elevate PhoenixPhoenix, AZ501c3Program Support$24,000
Per ScholasBronx, NY501c3Program Support$22,500
CandelenPhoenix, AZ501c3Program Support$21,175
Junior Achievement of ArizonaTempe, AZ501c3Program Support$20,366
YWCA Metropolitan PhoenixPhoenix, AZ501c3Program Support$20,117
College Bound AZMesa, AZ501c3Program Support$19,344
Helping Families In NeedTolleson, AZ501c3Program Support$16,517
Dysart Community CenterEl Mirage, AZ501c3Program Support$15,491
Camp Catanese FoundationPhoenix, AZ501c3Program Support$15,000
MentorKids USAScottsdale, AZ501c3Program Support$14,800
Boys Hope Girls Hope of ArizonaPhoenix, AZ501c3Program Support$14,000
West Valley Health EquityPhoenix, AZ501c3Program Support$14,000
Center for the Future of ArizonaPhoenix, AZ501c3Program Support$10,013
ElainePhoenix, AZ501c3Program Support$10,000
Partnership for Economic InnovationTempe, AZ501c3Program Support$9,777
Cartwright School DistrictPhoenix, AZGovernmentProgram Support$7,895
Destination Home SVSan Jose, CA501c3Program Support$5,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$59,922
Fundraising Gross Income$15,901
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Luncheon$276,469$15,901$29,000$-13,099
Event 2-$0-$0
Total Events$276,469$15,901$59,922$-44,021
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
LT Retirement Liability$402,238
Federal Income Taxes$84,240
Operating lease liability, current-
Operating lease liability, less current portion-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 1A VOTING MEMBERS

Pursuant to the bylaws, the executive committee shall consist of the officers of the corporation and such additional persons who are then serving on the board, as may be appointed by the chair of the board. The executive committee shall supervise and direct the routine work and administration of the corporation. The executive committee shall have and exercise all the powers of the board between regularly scheduled meetings subject to such limitations as the laws of the state of arizona or resolutions the board may impose. In the case the executive committee takes action in this manner between regularly scheduled meetings, a written summary of actions taken will be provided to the board prior to the next board meeting.

Form 990, Part VI, Line 11B Review of form 990 by governing body

The form is prepared by an outside accounting firm based on information provided by the chief financial officer. After review by the chief executive 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 board receives copies of the 990 after the finance committee has reviewed and approved it. A final draft 990 is provided to the entire board of directors prior to the final submission of the form 990. Upon review, the 990 is signed and submitted to the irs.

Form 990, Part VI, Line 12C Conflict of interest policy

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, and are required to complete a conflict of interest disclosure form during the onboarding process and at least one time per year after that.

Form 990, Part VI, Line 15A Process to establish compensation of top management official

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 executive committee of the board. 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 Required documents available to the public

The organization's form 990 and audited financial statements are readily available on the vsuw website at www.vsuw.org. 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, Section A BOARD OF DIRECTORS

In addition to voting directors, honorary members are included 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: jenny holsman tetreault steve evans don smith brad smith

Form 990, Part VIII, Line 1E GOVERNMENT GRANTS

The first things first (ftf) contracts for service originate from a 2006 voter-backed initiative in which arizona voters imposed an 80-cent per pack tax increase on tobacco products. The successful passage of that initiative resulted in in arizona legislation creating the first things first state agency and its programs to promote a family-centered, comprehensive, collaborative, and high-quality early childhood system that supports the development, health, and early education of all arizona's children birth through age five. Revenues from ftf are statutorily designated dollars earmarked to benefit arizona children. Using this revenue, ftf has contracted with vsuw for over 10 years to leverage vsuw's technology and resources to administer certain statewide programs on which agencies and community stakeholders in all arizona regions rely. Management of this revenue is a unique and important opportunity for vsuw to collaborate with state government, which then benefits other nonprofits, childcare providers, families, and children located throughout the state of arizona. This collaboration enables ftf to fulfill its vision that all arizona's children are ready to succeed in school and in life. Contracts for service with ftf totaled $47,354,302 in fy25 and are reported on line e - government grants.

Filing and Contact Details

Filer

Filer Name
Valley of the Sun United Way
EIN
86-0104419
Phone
6026314800
Address
3115 N 3rd Avenue G-130, PHOENIX, AZ 85013

Signing Officer

Name
Carla Vargas Jasa
Title
President and CEO
Signed
2026-03-25
Discuss with paid preparer
Yes

Organization Details

Formed
1925
Legal Domicile
Az
Voting Board Members
41
Independent Board Members
41
Employees
106
Volunteers
1,374

Preparer

Firm
Ernst & Young US Llp
Address
101 E WASHINGTON ST, PHOENIX, AZ 85004
Preparer
Steven T Rutti
Phone
6023223000
Supplemental Narrative

Additional Explanations

Form 990, Part I, Line 6 VOLUNTEERS

Valley of the sun united way (vsuw) has over 2,000 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 III, Line 4 PROGRAM SERVICE DESCRIPTION

Valley of the sun united way is an arizona nonprofit organization whose mission is to improve lives by mobilizing the caring power of its community. Valley of the sun united way has addressed maricopa county's most important health and human care needs for 100 years. Since 1925, valley of the sun united way has unified diverse partners, donors, businesses, nonprofits, government, and faith-based communities to build a stronger valley for us all. Valley of the sun united way and our partners envision a community where every child, family and individual is healthy, has a safe place to live and has every opportunity to succeed in school, life and work. We belong to our community, so we seek community input on the most pressing issues. Then we bring people, organizations and companies together to proactively solve them. In 2021, we announced mighty change 2026 (mc2026), our new five-year community plan designed to address the most urgent needs of the community. In it, we unveiled bold goals in the areas of health, housing and homelessness, education and workforce development. By 2026, together with nonprofit, community, regional and corporate partners, we will work to: * decrease food insecurity by 50% * increase the number of individuals with access to affordable healthcare by 100,000 * reduce homelessness by 50% * increase third grade reading proficiency by 25% * increase youth age 16-24 engaged in education and employment opportunities by 38% * increase preparation of individuals for a living wage job by 33% * increase achievement of higher paying employment by 20% in fiscal year 2021, the organization received a $25,000,000 unrestricted grant from philanthropist, author, and amazon co-founder mackenzie scott (national philanthropic trust). The transformational gift was deployed directly into the community over the five years beginning fiscal year 2021. The funds were used to execute its mc2026 plan and to help stabilize foundational community programs. The grant also allowed the organization to create capacity to build deeper engagement opportunities around key issues to involve members of the community like never before, and to invest in expanding efforts to make diversity, equity, access, and inclusion foundational to all its work. The organization completed the five-year expenditure plan for this $35 million gift, with $1,338,000 in expenditures for the year ended june 30, 2025.

Financial Statement Notes

Schedule D, Part V, Line 4 Intended uses of endowment funds

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 FIN 48 (ASC 740) footnote

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, 2025 and 2024.

Schedule D, Part XI, Line 2(D) Other revenues in audited financial statements not in form 990

SPECIAL EVENT - 44021

Schedule D, Part XI, Line 4(B) Other revenues in form 990 not in audited financial statements

Donor designations - 6691789

Schedule D, Part XII, Line 2(D) Other expenses in audited financial statements not in form 990

SPECIAL EVENT - 44021

Schedule D, Part XII, Line 4(B) Other expenses in form 990 not in audited financial statements

Donor designations - 6691789

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