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Community Development : United Ways (Grantmaking/Grants Payable)

Valley of the Sun United Way

Live United

four stars

91.99

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

Board Leadership
Jennifer Holsman Tetreault
Board Chair

CEO
Carla Vargas Jasa
President, CEO

  Score
(out of 100)
Rating
Overall Score & Rating 91.99 four stars
  Financial 89.41 three stars
  Accountability & Transparency 96.00 four stars
This rating was published 12/23/2020 and includes data from FY2019, 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.

Financial

three stars

89.41

Accountability & Transparency

four stars

96.00

This rating was published 12/23/2020 and includes data from FY2019, 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)
91.1%
  Administrative Expenses 4.1%
  Fundraising Expenses 4.7%
  Fundraising Efficiency $0.05
  Working Capital Ratio (years) 0.36
  Program Expenses Growth -0.1%
  Liabilities to Assets 25.2%
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) 91.99 four stars
United Way of Southwest Michigan (MI) 92.41 four stars
United Way of York County, South Carolina (SC) 88.91 three stars
United Way of Palm Beach County (FL) 89.22 three stars
United Way of Denton County (TX) 88.19 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $31,177,297
   Federated Campaigns $803,906
   Membership Dues $0
   Fundraising Events $422,138
   Related Organizations $0
   Government Grants $57,537,180
Total Contributions $89,940,521
   Program Service Revenue $578,240
Total Primary Revenue $90,518,761
   Other Revenue $3,679,723
TOTAL REVENUE $94,198,484
   
EXPENSES  
   Program Expenses $88,257,221
   Administrative Expenses $4,147,452
   Fundraising Expenses $4,588,314
TOTAL FUNCTIONAL EXPENSES $96,992,987
   
Payments to Affiliates $353,426
Excess (or Deficit) for the year $-2,794,503
   
Net Assets $52,030,493

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 $71,195,219 80.7%
Designation to Various Community Non-Profits $9,908,681 11.2%
Program Activities Supporting Community Initiatives $7,153,321 8.1%

Ratings History
Valley of the Sun United Way has received 3 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2019-06 12/23/2020 91.99 four stars
2018-06 09/03/2019 95.12 four stars
2017-06 12/01/2018 93.38 four stars
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

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, 2018
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
Compensation % of Expenses Paid to Title
Not compensated -- Carla Vargas Jasa President, CEO
Other Salaries of Note
$537,122 0.55% Merl Waschler Former President, CEO

Highly Rated

Charity Name & State Overall Score Overall Rating
Valley of the Sun United Way (AZ) 91.99 four stars
Metro United Way (KY) 91.80 four stars
United Way Worldwide (VA) 94.69 four stars
United Way of Bucks County (PA) 91.44 four stars
United Way of Southeast Missouri (MO) 90.29 four stars

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This charity has an official representative registered with Charity Navigator.

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

Jennifer Holsman Tetreault
Board Chair

CEO

Carla Vargas Jasa
President, CEO

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