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Nonprofiteer
← VALLEY OF THE SUN UNITED WAY

Form 990 for tax year 2022

Filed by VALLEY OF THE SUN UNITED WAY.

Totals

Total revenue
$110,603,271
Total expenses
$112,728,218
Contributions and grants received
$107,477,699
Grants paid
$98,574,660
Program service revenue
$376,258
Investment income
$2,546,883
Other revenue
$202,431
Total assets, end of year
$108,533,886
Total liabilities, end of year
$38,081,638
Net assets or fund balances, end of year
$70,452,248
Program services expenses (Part IX)
$104,547,525
Management and general expenses
$3,808,002
Fundraising expenses
$4,372,691
Program service expenses (Part III)
$104,547,525

Program services were 92.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • BRADLEY SMITH

    DIRECTOR/SECRETARY

    Total calculated
    $0
    Hours/week
    4

  • DAVID LONG

    DIRECTOR/TREASURER

    Total calculated
    $0
    Hours/week
    4

  • JOHN GRAHAM

    DIRECTOR/BOARD CHAIR

    Total calculated
    $0
    Hours/week
    4

  • AMANDA MUIR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ANTHONY SHARETT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • AVEIN SAATY-TAFOYA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • BETH GINZINGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • CHRIS CAMACHO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • CHRISTINE WILKINSON PHD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DANIEL WANI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DON SMITH JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DRENA KUSARI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ELISSA KELLY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • GEOFFREY BURBRIDGE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • GREG GEIST

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • HOPE LEVIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JEFF BARTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JENNY HOLSMAN TETREAULT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JIM MACDONALD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KENNETH LEVINE

    DIRECTOR (PART YEAR)

    Total calculated
    $0
    Hours/week
    2

  • KEVIN COOPER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • KIMBERLY THOMPSON HEINL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • LATASHA CAUSEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • LEE ANN BOHN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • LISA CAGNOLATTI

    DIRECTOR (PART YEAR)

    Total calculated
    $0
    Hours/week
    2

  • LISA RILEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • LIZ MONTANO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MATT BYRNES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MATTHEW FEENEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MICHAEL TULLY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MONICA VILLALOBOS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MONICA WHITING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • NINA MULLINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • PAT EDWARDS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • PATRICK STRIECK

    DIRECTOR (PART YEAR)

    Total calculated
    $0
    Hours/week
    2

  • PAULA BOCA-BOMMARITO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • RAY SCHEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ROBIN REED

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • RUBEN ALVAREZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SABRINA FREIBERG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • STEVE EVANS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • TODD SANDERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • TRACY BAME

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • VINCE ROIG

    DIRECTOR (PART YEAR)

    Total calculated
    $0
    Hours/week
    2

  • CARLA VARGAS JASA

    PRESIDENT AND CEO

    Total calculated
    $340,213
    From this org
    $322,676
    From related orgs
    $0
    Other
    $17,537
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $321,188
    Bonus
    $768
    Other
    $720
    Deferred
    $9,389
    Nontaxable benefits
    $8,148
    Filer's total
    $340,213

  • TANYA MUNIZ

    CHIEF FIN. & OPERATING OFFICER

    Total calculated
    $250,041
    From this org
    $224,136
    From related orgs
    $0
    Other
    $25,905
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $222,652
    Bonus
    $768
    Other
    $716
    Deferred
    $9,252
    Nontaxable benefits
    $16,653
    Filer's total
    $250,041

  • COLLEEN GAUTAM

    SVP, GENERAL COUNSEL & ADMIN

    Total calculated
    $155,664
    From this org
    $128,825
    From related orgs
    $0
    Other
    $26,839
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $127,771
    Bonus
    $812
    Other
    $242
    Deferred
    $6,030
    Nontaxable benefits
    $20,809
    Filer's total
    $155,664

  • LAURA KAISER

    CHIEF CORP RELATIONS & BRAND OFFICER

    Total calculated
    $181,092
    From this org
    $167,120
    From related orgs
    $0
    Other
    $13,972
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $166,011
    Bonus
    $761
    Other
    $348
    Deferred
    $5,590
    Nontaxable benefits
    $8,382
    Filer's total
    $181,092

  • MELISSA BOYDSTON

    SVP, COMM DEV & ENGAGEMENT

    Total calculated
    $142,540
    From this org
    $121,731
    From related orgs
    $0
    Other
    $20,809
    Hours/week
    50

  • ROBERT PODLOGAR

    CHIEF COMM DEV & ENGAGEMENT OFFICER

    Total calculated
    $209,383
    From this org
    $192,451
    From related orgs
    $0
    Other
    $16,932
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $185,011
    Bonus
    $5,761
    Other
    $1,679
    Deferred
    $8,550
    Nontaxable benefits
    $8,382
    Filer's total
    $209,383

  • SHELLEY GRIFFIN

    VP, INFORMATION TECHNOLOGY

    Total calculated
    $148,904
    From this org
    $134,636
    From related orgs
    $0
    Other
    $14,268
    Hours/week
    50

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

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
A NOMINAL HOLIDAY BONUS PLUS A GROSS UP FOR TAXES IS PAID TO EMPLOYEES. THE AMOUNTS ARE TAXABLE IN THE CURRENT YEAR AND, AS SUCH, ARE INCLUDED IN REPORTABLE COMPENSATION IN PART VII AND SCHEDULE J, PART II.

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

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

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • LEARN UNITED LLC

    VIRTUAL TOUR · DE · income $0 · assets $0

    Directly controlled by VSUW

Provenance

Return type
form_990
Tax year
2022
Filed
29 March 2024
IRS schema version
2022v5.0
Source object
202430899349301653

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

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