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 YoungMARK 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 JohnsonALLISON 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 HicksDANA 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 SchmidtRON SCHMIDT
MEMBER
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Cathy GrossoCATHY 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
-
$2,659,626
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.
-
C3 · PROGRAM ACTIVITIES TO BREAK THE CYCLE OF POVERTY · AZ
-
C3 · EQUIPS FOSTER CARE INDIVIDUALS · AZ
-
C3 · PROGRAM ACT TO ASSIST FORMER FOSTER CARE · AZ
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
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.