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Nonprofiteer
← UNITED WAY OF NORTHERN ARIZONA

Form 990 for tax year 2023

Filed by UNITED WAY OF NORTHERN ARIZONA.

Totals

Total revenue
$2,097,324
Total expenses
$1,938,608
Contributions and grants received
$1,867,698
Grants paid
$1,162,773
Program service revenue
$0
Investment income
$103,150
Other revenue
$126,476
Total assets, end of year
$3,317,634
Total liabilities, end of year
$1,010,849
Net assets or fund balances, end of year
$2,306,785
Program services expenses (Part IX)
$1,707,483
Management and general expenses
$83,042
Fundraising expenses
$148,083
Program service expenses (Part III)
$1,707,483

Program services were 88.1% 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.

  • 1e · Government grants (contributions)

    $458,986

  • 1f · All other contributions, gifts and grants

    $1,408,712

  • 3 · Investment income

    total $103,150 · related or exempt $103,150

  • 6a · Gross rents

    real property $25,200

  • 6c · Rental income or loss

    real property $25,200

  • 6d · Net rental income or loss

    total $25,200 · related or exempt $25,200

  • 11a · Other revenue: COST RECOVERY FEE - DES

    total $36,848 · related or exempt $36,848

  • 11b · Other revenue: COST RECOVER FEE - GOV

    total $64,428 · related or exempt $64,428

  • 11e · Other revenue, total

    $101,276

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,162,773 · program services $1,162,773

  • 5 · Compensation of officers, directors and key employees

    total $199,532 · program services $141,440 · management and general $24,953 · fundraising $33,139

  • 7 · Other salaries and wages

    total $64,415 · program services $45,662 · management and general $8,055 · fundraising $10,698

  • 9 · Other employee benefits

    total $42,180 · program services $29,898 · management and general $4,875 · fundraising $7,407

  • 10 · Payroll taxes

    total $18,311 · program services $14,191 · management and general $791 · fundraising $3,329

  • 11a · Fees: management

    total $55,693 · program services $39,169 · management and general $8,585 · fundraising $7,939

  • 11g · Fees: other

    total $79,513 · program services $66,920 · management and general $5,116 · fundraising $7,477

  • 12 · Advertising and promotion

    total $63,672 · program services $37,254 · management and general $5,532 · fundraising $20,886

  • 13 · Office expenses

    total $1,183 · program services $876 · management and general $130 · fundraising $177

  • 14 · Information technology

    total $47,896 · program services $35,443 · management and general $5,269 · fundraising $7,184

  • 16 · Occupancy

    total $33,868 · program services $25,061 · management and general $3,726 · fundraising $5,081

  • 17 · Travel

    total $3,674 · program services $2,826 · management and general $197 · fundraising $651

  • 19 · Conferences, conventions and meetings

    total $3,540 · program services $2,740 · management and general $174 · fundraising $626

  • 21 · Payments to affiliates

    total $16,126 · program services $11,933 · management and general $1,774 · fundraising $2,419

  • 22 · Depreciation, depletion and amortization

    total $16,546 · program services $10,590 · management and general $2,978 · fundraising $2,978

  • 23 · Insurance

    total $15,624 · program services $11,561 · management and general $1,719 · fundraising $2,344

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $25,335 · program services $19,548 · management and general $2,067 · fundraising $3,720

  • 24b · Other expenses: SUPPLIES

    total $56,667 · program services $47,958 · management and general $6,857 · fundraising $1,852

  • 24c · Other expenses: CAMPAIGN EXPENSES

    total $32,060 · program services $1,640 · management and general $244 · fundraising $30,176

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,287,619 · end of year $1,509,357

  • 2 · Savings and temporary cash investments

    beginning of year $688,854 · end of year $748,142

  • 3 · Pledges and grants receivable

    beginning of year $673,256 · end of year $757,075

  • 4 · Accounts receivable

    beginning of year $9,075

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,000 · end of year $7,000

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

    $793,256

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

    $497,196

  • 10c · Land, buildings and equipment, net

    beginning of year $309,095 · end of year $296,060

  • 17 · Accounts payable and accrued expenses

    beginning of year $143,754 · end of year $249,571

  • 18 · Grants payable

    beginning of year $101,240 · end of year $184,248

  • 19 · Deferred revenue

    beginning of year $344,881 · end of year $346,504

  • 25 · Other liabilities

    beginning of year $236,955 · end of year $230,526

  • 27 · Net assets without donor restrictions

    beginning of year $1,474,813 · end of year $1,549,710

  • 28 · Net assets with donor restrictions

    beginning of year $673,256 · end of year $757,075

Mission and programs · 2023

Mission

IMPROVING LIVES BY MOBILIZING COMMUNITIES TO CREATE LASTING CHANGES IN COMMUNITY CONDITIONS. WE BELIEVE IN THE POWER AND POTENTIAL OF SUCCESSFUL, RESILIENT YOUTH TO CREATE THRIVING COMMUNITIES.

  • UWNA FOCUSES ON THREE COMMUNITY-INSPIRED INITIATIVES ESSENTIAL TO ACHIEVING POSITIVE SOCIAL CHANGE AND SUSTAINABLE IMPACT FOR OUR YOUTH AND COMMUNITY: EARLY CHILDHOOD DEVELOPMENT,POSITIVE YOUTH DEVELOPMENT,SAFETY AND SECURITY (MEETING BASIC NEEDS).THROUGH COLLABORATION WITH PARTNERS WE COMBINE RESOURCES AND LEVERAGE OUR TALENTS TO DRIVE BROADER SOCIAL AND SYSTEMIC CHANGE.COLLECTIVELY, WE MAKE A GREATER IMPACT ON CREATING AN EDUCATED AND THRIVING COMMUNITY, RESULTING IN A COMMUNITY THAT ENSURES LASTING CHANGE. THE COMMUNITY INVESTMENT FUND IS ALLOCATED THROUGH A RIGOROUS APPLICATION PROCESS REVIEWED BY VOLUNTEERS. VOLUNTEERS ALSO CONDUCT SITE VISITS TO UWNA-FUNDED PROGRAMS AND, BASED ON THEIR EXHAUSTIVE ASSESSMENT, RECOMMENDATIONS ARE SUBMITTED TO THE UWNA FINANCE COMMITTEE FOR REVIEW. FINAL ALLOCATION DECISIONS ON THE COMMUNITY INVESTMENT FUND IS MADE BY THE UWNA BOARD OF DIRECTORS.

    Expenses $1,404,944 · Grants $1,162,773 · Revenue $1,404,944

  • DONOR DESIGNATIONS: UNITED WAY OF NORTHERN ARIZONA HONORS DONOR REQUESTED DESIGNATIONS TO VARIOUS VERIFIED NOT FOR PROFIT 501(C)3 AGENCIES AS A COURTESY TO DONORS. SCHEDULE I REPORTS THESE AMOUNTS AS WELL AS THE UNITED WAY FUNDS.

    Expenses $302,539 · Grants $302,539 · Revenue $302,539

As filed on the 2023 return.

Listed in Part VII

  • ELIZABETH ARCHULETA

    PRESIDENTCEO

    Total calculated
    $101,905
    From this org
    $101,905
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • MARK COX

    AGENCY REP

    Total calculated
    $0
    Hours/week
    1

  • KYLA GARRISON

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • ERIC HEISER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SANDI ERNST-PEREZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANDY BERTELSEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RAMON MARTINEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ARMANDO RUIZ

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MIKE PENCA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOSHUA MAHER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SCOTT PETTITT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TODD PARKER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GABRIELLA SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRIS REED

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MIKE KELLY

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
12 December 2024
IRS schema version
2023v6.0
Source object
202500349349300025

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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