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CHARITY REVIEW
Issued: August 2024 Expires: August 2026

Valley of the Sun United Way

Accredited Charity
Accredited Charity

Meets Standards

3115 N 3rd Ave Ste G130
Phoenix, AZ, 85013

Standards For Charity Accountability

Governance

  1. Board Oversight
  2. Board Size
  3. Board Meetings
  4. Board Compensation
  5. Conflict of Interest

Measuring Effectiveness

  1. Effectiveness Policy
  2. Effectiveness Report

Finances

  1. Program Expenses
  2. Fundraising Expenses
  3. Accumulating Funds
  4. Audit Report
  5. Detailed Expense Breakdown
  6. Accurate Expense Reporting
  7. Budget Plan

Fundraising & Info

  1. Truthful Materials
  2. Annual Report
  3. Website Disclosures
  4. Donor Privacy
  5. Cause Marketing Disclosures
  6. Complaints

Valley of the Sun United Way meets the 20 Standards for Charity Accountability.

Stated Purpose:
Valley of the Sun United Way envisions a community where every child, family and individual is healthy, has a safe place to live, and has every opportunity to succeed in school, in life and in work.

Year, State Incorporated:
1931, AZ

Education, Housing and Homelessness, Health, Workforce Development

For the year ended June 30, 2023, Valley of the Sun United Way's program expenses were:

Program services $99,318,576
Total Program Expenses $99,318,576

Chief Executive
Carla Vargas Jasa, President/CEO

Chair of the Board
Latasha Causey

Chair's Profession / Business Affiliation
Phoenix Raceway

Board Size
42

Method(s) Used:
Direct mail appeals, Telephone appeals, Invitations to fund raising events, Print advertisements (newspapers, magazines, etc.), Television, Grant proposals, Internet, Planned giving arrangements, Cause-related marketing (affinity credit cards, consumer product sales, etc.), Membership appeals, Other

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.

The following information is based on Valley of the Sun United Way's audited financial statements - consolidated for the year ended June 30, 2023.

Source of Funds
Government contracts $86,592,161
Net campaign revenue (2022/2023) $10,324,547
Investment gains, net $6,620,916
Grants $2,233,000
Other net campaign results $1,741,938
Endowment contributions $1,029,326
Administrative fees $376,258
Gifts-in-kind and contributed services $364,119
Miscellaneous income $237,186
Designated from other United Ways $3,412
Total Income $109,522,863

Programs: 92% Fundraising: 4% Administrative: 3%

Total Income $109,522,863
Total expenses: $107,442,255
  Program expenses $99,318,576
  Fundraising expenses $4,412,444
  Administrative expenses $3,711,235
  Other expenses $0
Income in Excess of Expenses $2,080,608
Beginning Net Assets $68,371,640
Other Changes In Net Assets $0
Ending Net Assets $70,452,248
Total Liabilities $38,081,638
Total Assets $108,533,886

An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the International Association of Better Business Bureaus.

This report is not to be used for fundraising or promotional purposes.

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Report completed by:
Better Business Bureau Serving the Pacific Southwest