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Community Development : United Ways (Grantmaking)

Valley of the Sun United Way

Live United

three stars

87.30

3200 East Camelback Road Suite 375
Phoenix, AZ 85014
tel: (602) 631-4800   Web Site
EIN: 86-0104419

Board Leadership
Mark Schiavoni
Board Chair

CEO
Merl Waschler
President, CEO

  Score
(out of 100)
Rating
Overall Score & Rating 87.30 three stars
  Financial 82.50 three stars
  Accountability & Transparency 96.00 four stars
This rating was published 11/01/2017 and includes data from FY2016, the most recent 990 received at that time.

Founded in 1925, Valley of the Sun United Way's mission is to improve lives by mobilizing the caring power of our community. Our vision is to build a caring community where all children and youth succeed, families are self-sufficient, and all people enjoy maximum health and independence.

Founded in 1925, Valley of the Sun United Way's mission is to improve lives by mobilizing the caring power of our community. Our vision is to build a caring community where all children and youth succeed, families are self-sufficient, and all people enjoy maximum health and independence.

Results Information

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Financial

three stars

82.50

Accountability & Transparency

four stars

96.00

This rating was published 11/01/2017 and includes data from FY2016, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
92.4%
  Administrative Expenses 3.4%
  Fundraising Expenses 4.1%
  Fundraising Efficiency $0.04
  Working Capital Ratio (years) 0.40
  Program Expenses Growth -2.9%
  Liabilities to Assets 24.6%
All data for Financial Performance Metrics calculations was provided by Valley of the Sun United Way on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by Valley of the Sun United Way on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
Valley of the Sun United Way (AZ) 87.30 three stars
United Way of Jackson County (MI) 86.84 three stars
United Way Blackhawk Region (WI) 94.00 four stars
United Way of Johnson and Washington Counties (IA) 90.87 four stars
United Way of St. Lucie County (FL) 85.76 three stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $42,227,741
   Federated Campaigns $1,794,926
   Membership Dues $0
   Fundraising Events $206,130
   Related Organizations $0
   Government Grants $48,018,504
Total Contributions $92,247,301
   Program Service Revenue $689,103
Total Primary Revenue $92,936,404
   Other Revenue $2,825,161
TOTAL REVENUE $95,761,565
   
EXPENSES  
   Program Expenses $88,492,289
   Administrative Expenses $3,861,813
   Fundraising Expenses $4,489,799
TOTAL FUNCTIONAL EXPENSES $96,843,901
   
Payments to Affiliates $441,958
Excess (or Deficit) for the year $-1,082,336
   
Net Assets $60,202,240

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Grants to Health and Human Service Programs $68,159,081 77.0%
Designation to Various Community Non-Profits $13,122,225 14.8%
Program Activities Supporting Community Initiatives $7,210,983 8.1%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2016-06 11/01/2017 87.30 three stars
2015-06 06/01/2016 93.98 four stars
 
CN 2.0
2014-06 10/01/2015 95.08 four stars
2013-06 06/01/2014 95.44 four stars
2012-06 07/01/2013 95.84 four stars
2011-06 05/01/2012 95.79 four stars
2010-06 09/20/2011 94.05 four stars
 
CN 1.0
2010-06 07/01/2011 91.59 four stars
2009-06 11/24/2010 86.15 three stars
2008-06 06/01/2009 86.06 three stars
2007-06 05/01/2008 86.60 three stars
2006-06 05/01/2007 84.27 three stars
2005-06 05/01/2006 77.18 two stars
2004-06 07/01/2005 78.93 two stars
2003-06 08/01/2004 80.49 three stars
2002-06 10/01/2003 87.54 three stars
2001-06 10/15/2002 89.45 three stars
2000-06 04/15/2002 94.14 four stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 86-0104419
Name in IRS Master File VALLEY OF THE SUN UNITED WAY
NTEE Code T70
NTEE Classification Fund Raising Organizations That Cross Categories
NTEE Type Philanthropy, Voluntarism and Grantmaking Foundations
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (927) Fundraising
Foundation Status Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date March, 1954
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2015
  • June, 2014
  • June, 2013
  • June, 2012
  • June, 2011

The data displayed in this profile is provided by the IRS for free in the form of Publication 78 and the Business Master File (BMF).

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Compensation % of Expenses Paid to Title
$444,676 0.45% Merl Waschler President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Valley of the Sun United Way (AZ) 87.30 three stars
United Way of Rockland County (NY) 87.13 three stars
United Way of Cascade County (MT) 86.47 three stars
Heartland United Way (NE) 90.98 four stars
United Way of Baldwin County (AL) 93.41 four stars

Compare These Charities (Highly Rated)

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Charity Contact Info

Valley of the Sun United Way
3200 East Camelback Road
Suite 375
Phoenix, AZ 85014
tel: (602) 631-4800
fax: (602) 631-4809
EIN: 86-0104419

Visit Web Site

Board Leadership

Mark Schiavoni
Board Chair

CEO

Merl Waschler
President, CEO

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