Form 990 for tax year 2022
Filed by LIVING UNITED FOR CHANGE IN ARIZONA.
Totals
- Total revenue
- $7,616,445
- Total expenses
- $5,897,598
- Contributions and grants received
- $7,598,007
- Grants paid
- $221,700
- Program service revenue
- $18,438
- Investment income
- $0
- Other revenue
- $0
- Total assets, end of year
- $9,341,305
- Total liabilities, end of year
- $21,166
- Net assets or fund balances, end of year
- $9,320,139
- Program services expenses (Part IX)
- $5,286,326
- Management and general expenses
- $498,024
- Fundraising expenses
- $113,248
- Program service expenses (Part III)
- $5,286,326
Program services were 89.6% 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
$7,598,007
-
2a · Program service revenue: MEMBERSHIP DUES
total $16,089 · related or exempt $16,089
-
2b · Program service revenue: DACA APPLICATIONS
total $2,349 · related or exempt $2,349
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $200,600 · program services $200,600
-
2 · Grants to domestic individuals
total $21,100 · program services $21,100
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $226,985 · program services $186,128 · management and general $29,508 · fundraising $11,349
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $1,549,544 · program services $1,317,113 · management and general $154,954 · fundraising $77,477
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $14,901 · program services $12,609 · management and general $1,547 · fundraising $745
-
10 · Payroll taxes
total $159,303 · program services $134,797 · management and general $16,541 · fundraising $7,965
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $60,000 · management and general $60,000
-
11c · Fees: accounting
total $15,935 · management and general $15,935
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $111,214 · management and general $111,214
-
12 · Advertising and promotion
total $5,557 · fundraising $5,557
-
13 · Office expenses
total $91,938 · program services $77,795 · management and general $9,546 · fundraising $4,597
-
14 · Information technology
total $60,904 · program services $21,696 · management and general $39,208
-
15 · Royalties
total $0
-
16 · Occupancy
total $111,023 · program services $94,064 · management and general $11,401 · fundraising $5,558
-
17 · Travel
total $105,486 · program services $79,686 · management and general $25,800
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $268,365 · program services $268,365
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $4,000 · program services $2,000 · management and general $2,000
-
23 · Insurance
total $13,375 · management and general $13,375
-
24a · Other expenses: PROGRAM SUPPLIES AND MATERIALS
total $27,680 · program services $20,685 · management and general $6,995
-
24b · Other expenses: VOTERS REGISTRATION EXPENSES
total $2,849,688 · program services $2,849,688
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $6,056,292 · end of year $7,811,322
-
5 · Loans and receivables from officers and key people
beginning of year $1,388,715 · end of year $1,526,684
-
10a · Land, buildings and equipment: cost or other basis
$8,350
-
10b · Land, buildings and equipment: accumulated depreciation
$8,350
-
14 · Intangible assets
beginning of year $6,000 · end of year $2,000
-
15 · Other assets
beginning of year $151,398 · end of year $1,299
-
17 · Accounts payable and accrued expenses
end of year $15,461
-
25 · Other liabilities
beginning of year $1,090 · end of year $5,705
-
27 · Net assets without donor restrictions
beginning of year $7,338,115 · end of year $9,202,139
-
28 · Net assets with donor restrictions
beginning of year $263,200 · end of year $118,000
Mission and programs · 2022
Mission
THROUGH LEADERSHIP DEVELOPMENT, GRASSROOTS CAMPAIGNS, ADVOCACY, AND CIVIC ENGAGEMENT, WE SEEK TO CREATE AN ARIZONA IN WHICH EVERY PERSON ENJOYS EQUAL RIGHTS, OPPORTUNITIES, AND PROTECTIONS. USING OUR DYNAMIC, MEMBERSHIP LED, ORGANIZATION, WE WILL BUILD POWER WITH ARIZONAS WORKING FAMILIES TO ADVANCE SOCIAL, RACIAL, AND ECONOMIC JUSTICE FOR ALL.
Activities or mission (Part I)
THROUGH LEADERSHIP DEVELOPMENT, GRASS- ROOTS CAMPAIGNS, ADVOCACY, AND CIVIC ENGAGEMENT, WE SEEK TO CREATE AN ARIZONA IN WHICH EVERY PERSON ENJOYS EQUAL RIGHTS, OPPORTUNITIES, AND PROTECTIONS.
-
LIVING UNITED FOR CHANGE IN ARIZONA LUCHA ORGANIZES LOW- AND MODERATE-INCOME AND MINORITY FAMILIES TO TAKE ACTION ON THE ISSUES MOST IMPORTANT TO THEM AND ADVANCE THE CAUSE OF SOCIAL AND ECONOMIC JUSTICE FOR ALL. WORKING IN COLLABORATION WITH STATEWIDE VOICES, LUCHA INCORPORATES LEADERSHIP DEVELOPMENT WITH GRASSROOTS ISSUE-BASED CAMPAIGNS, ADVOCACY AND CIVIC ENGAGEMENT, TO CREATE AN ARIZONA IN WHICH EVERY RESIDENT HAS AN EQUAL VOICE IN DETERMINING THE POLICIES AND SHAPING THE DECISION-MAKING BODIES THAT WILL GOVERN OUR COMMUNAL LIFE. LUCHAS ORGANIZING PROGRAMS HAVE TRANSFORMED ARIZONAS POLITICAL LANDSCAPE, THROUGH MORE THAN A DECADE OF BUILDING POLITICAL POWER. LUCHA BLUE ELECTED PROGRESSIVES IN THE HIGHEST OFFICES IN THE STATE, WON CRUCIAL LEGISLATIVE RACES, AND HELPED PASS LIFE-CHANGING BALLOT INITIATIVES FOR ARIZONA COMMUNITIES. LUCHA IS PRIMED FOR LIMITLESS POTENTIAL, WITH A FRIENDLY GOVERNOR AND THE GOP HANGING ON TO A RAZOR-THIN MAJORITY THAT PANDERS ONLY TO THE EXTREME THERE IS MORE COMMUNITY SUPPORT THAN EVER FOR PROGRESSIVE POLICIES AND SHIFTS IN POWER.
Expenses $5,286,326 · Grants $221,700 · Revenue $18,438
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Tomas RoblesTOMAS ROBLES
CO-EXECUTIVE DIRECTOR THRU 10/14/2022
- Total calculated
- $190,497
- From this org
- $178,647
- From related orgs
- $0
- Other
- $11,850
- Hours/week
- 30 + 10 related
Schedule J breakdown matched by us
- Base
- $91,701 + $23,077 related
- Bonus
- not reported
- Other
- $86,946
- Deferred
- not reported
- Nontaxable benefits
- $11,850
- Filer's total
- $190,497 + $23,077 related
-
Alejandra GomezALEJANDRA GOMEZ
CO-EXECUTIVE DIRECTOR
- Total calculated
- $156,074
- From this org
- $29,795
- From related orgs
- $110,485
- Other
- $15,794
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $29,795 + $110,485 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- $6,693 + $9,101 related
- Filer's total
- $36,488 + $119,586 related
-
Alicia RussellALICIA RUSSELL
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2 + 2 related
-
Martin HernandezMARTIN HERNANDEZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
-
Raquel TeranRAQUEL TERAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 2
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Approval by the board or compensation committee
- 4a · Severance or change-of-control payment
- 7 · Other non-fixed payments
Answered no
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Part I Line 4a
- TOMAS ROBLES RECEIVED A SEVERANCE PAYMENT UPON TERMINATION OF EMPLOYMENT IN THE AMOUNT OF 75,000 PLUS COVERAGE FOR COBRA OF 3,292. THIS AMOUNT WAS DETERMINED AND APPROVED BY THE BOARD.
- Part I Line 7
- IN ACCORDANCE WITH THE ORGANIZATIONS ACCRUING POLICY, ALL EMPLOYEES CASH OUT ANY UNUSED VACATION UPON DEPARTURE. THEREFORE, TOMAS ROBLES RECEIVED PAYMENT OF ACCRUED PTO UPON TERMINATION OF EMPLOYMENT IN THE AMOUNT OF 8,654.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
$200,000
VOTER REGISTRATION
-
OTHERS UNDER THRESHOLD
$600
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.
-
Arizona Center for Empowerment
501c3 · Voter registration and engagement · AZ
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 21 December 2023
- IRS schema version
- 2022v5.0
- Source object
- 202440169349304584
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