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Nonprofiteer
← MESA UNITED WAY INC

Form 990 for tax year 2023

Filed by MESA UNITED WAY INC.

Totals

Total revenue
$1,138,321
Total expenses
$3,247,551
Contributions and grants received
$1,023,212
Grants paid
$2,659,626
Program service revenue
$0
Investment income
$113,633
Other revenue
$1,476
Total assets, end of year
$2,337,097
Total liabilities, end of year
$689,610
Net assets or fund balances, end of year
$1,647,487
Program services expenses (Part IX)
$2,843,855
Management and general expenses
$341,131
Fundraising expenses
$62,565
Program service expenses (Part III)
$2,843,855

Program services were 87.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $1,023,212

  • 3 · Investment income

    total $54,223 · excluded $54,223

  • 7a · Gross sales of assets other than inventory

    securities $633,412

  • 7b · Less cost or other basis and sales expenses

    securities $574,002

  • 7c · Gain or loss

    securities $59,410

  • 7d · Net gain or loss

    total $59,410 · excluded $59,410

  • 11a · Other revenue: OTHER MISCELLANEOUS

    total $1,476 · related or exempt $1,476

  • 11e · Other revenue, total

    $1,476

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,659,626 · program services $2,659,626

  • 7 · Other salaries and wages

    total $5,686 · fundraising $5,686

  • 8 · Pension plan contributions

    total $2,887 · management and general $2,715 · fundraising $172

  • 9 · Other employee benefits

    total $1,495 · program services $1,495

  • 10 · Payroll taxes

    total $3,223 · fundraising $3,223

  • 11a · Fees: management

    total $420,471 · program services $102,801 · management and general $281,133 · fundraising $36,537

  • 11b · Fees: legal

    total $958 · program services $958

  • 11f · Fees: investment management

    total $35,371 · management and general $35,371

  • 12 · Advertising and promotion

    total $9,407 · fundraising $9,407

  • 13 · Office expenses

    total $39,120 · program services $26,882 · management and general $11,362 · fundraising $876

  • 14 · Information technology

    total $4,660 · management and general $1,682 · fundraising $2,978

  • 17 · Travel

    total $1,058 · program services $741 · management and general $174 · fundraising $143

  • 22 · Depreciation, depletion and amortization

    total $62,579 · program services $50,608 · management and general $8,428 · fundraising $3,543

  • 23 · Insurance

    total $1,010 · program services $744 · management and general $266

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $512,009 · end of year $411,480

  • 2 · Savings and temporary cash investments

    beginning of year $43,406

  • 3 · Pledges and grants receivable

    beginning of year $309,449 · end of year $91,575

  • 4 · Accounts receivable

    beginning of year $97,522 · end of year $266,516

  • 7 · Other notes and loans receivable

    end of year $350,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,454

  • 10a · Land, buildings and equipment: cost or other basis

    $2,498,798

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,438,901

  • 10c · Land, buildings and equipment, net

    beginning of year $1,122,475 · end of year $1,059,897

  • 11 · Investments: publicly traded securities

    beginning of year $2,306,410

  • 15 · Other assets

    beginning of year $73,046 · end of year $157,629

  • 17 · Accounts payable and accrued expenses

    beginning of year $45,186 · end of year $356,610

  • 23 · Secured mortgages and notes payable

    beginning of year $333,000 · end of year $333,000

  • 25 · Other liabilities

    beginning of year $465,062

  • 27 · Net assets without donor restrictions

    beginning of year $3,391,146 · end of year $469,603

  • 28 · Net assets with donor restrictions

    beginning of year $231,377 · end of year $1,177,884

Mission and programs · 2023

Mission

United we fight for the health, education, and financial stability of every person in Mesa.

  • Founded in 1966, Mesa United Way operates as a nonprofit philanthropic corporation under the State of Arizona laws. Mesa United Way focuses on addressing poverty challenges related to foster/kinship children, youth aging out of the foster care system, child literacy, veterans, and tax assistance to low- and moderate-income households. Through community partnerships Mesa United Way provides resources to these populations. Mesa United Way depends upon undesignated contributions from individuals and corporate donations to support its mission. These contributions often vary, based on current economic conditions. In addition, some donors will request their gifts be earmarked to agencies that do not share Mesa United Ways mission, resulting in decreased funding for Mesa United Ways priorities. Helens Hope Chest was launched by Mesa United Way in 2009 and became a separate legal entity in 2014. Helens Hope Chest is focused on addressing the needs of foster/kinship children from infancy through early adulthood. In July 2023, Mesa United Way created two new nonprofit corporations: Azura Inc. and Foster360 (which had previously operated as a program of Helens Hope Chest). Additionally, Helens Hope Chests affiliation with Mesa United Way was eliminated and reorganized as an independent nonprofit corporation. The purpose of these structural changes furthered Mesa United Ways goal of launching sustainable programming that directly improves the lives of our community members. This community has grown beyond the geographic boundaries of the City of Mesa. The newly incorporated programs that previously operated under the Mesa United Way organization, as well as the Mesa United Way initiatives of 12Books/Mesa Youth Unite, Mesa Veterans Resource Center, and VITA, were placed under the umbrella of Azura Inc. Not only has Mesa United Way succeeded in its goal, the programs and initiatives themselves were now able to flourish and grow without the limitations of the United Way structure. Whether through its traditional United Way workplace campaigns or finding the next gap in services that needs a solution, Mesa United Way remains committed to both supporting the work of its progeny while also remaining even more closely focused on its core mission of fighting for the health, education and financial stability of every person in Mesa.

    Expenses $2,843,855 · Grants $2,659,626

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mark Young

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $111,143
    From this org
    $96,993
    From related orgs
    $0
    Other
    $14,150
    Hours/week
    10 + 30 related
  • Allison Johnson

    CHIEF FINANCIAL OFFICER

    Total calculated
    $86,183
    From this org
    $73,106
    From related orgs
    $0
    Other
    $13,077
    Hours/week
    10 + 30 related
  • Dana Hicks

    CHIEF OPERATING OFFICER

    Total calculated
    $73,635
    From this org
    $64,335
    From related orgs
    $0
    Other
    $9,300
    Hours/week
    10 + 30 related
  • Ron Schmidt

    MEMBER

    Total calculated
    $0
    Hours/week
    2 + 2 related
  • Cathy Grosso

    SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 2 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

1 distribution to a recipient named as a person, $2,659,626. Counted where the filer named the recipient as a person, as filed. Who received them, and what, are not published.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202511359349316876

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