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UNITED WAY OF TUCSON AND SOUTHERN

TUCSON, AZ · EIN 860098932 · Form 990 · FY2021 · NTEE T70 · Philanthropy & Grantmaking · Large ($10M-$50M) · unitedwaytucson.org
revenue
$14.5M
expenses
$13.5M
net assets
$22.6M
employees
78
volunteers
4,111
program ratio
83%
mission · from form 990

BUILDING A THRIVING COMMUNITY BY UNITING PEOPLE, IDEAS AND RESOURCES.

profile · synthesized from sources

United Way of Tucson and Southern Arizona is an operational and infrastructure organization that works to improve community well-being in Southern Arizona. It focuses on education, financial wellness, and healthy communities by directly delivering programs, coordinating community partners, and advocating for policy changes. The organization aims to address the root causes of poverty through collaborative initiatives.

irs program accomplishments · form 990 part iii · fy2021

what they reported doing

Program narrative the organization filed with the IRS. Ordered by program spending.

  1. #1 primary $641K
    ALLOCATIONS - THROUGH UNITED WAY'S ANNUAL CAMPAIGN, UNITED WAY RAISES FUNDS TO DISTRIBUTE TO HEALTH AND WELFARE PROGRAMS AND SERVICES ADMINISTERED BY NOT-FOR-PROFIT AGENCIES.
named programs · 10 · from sources

what they call their work

Arizona End of Life Care Partnership (EOLCP)
Creates a comprehensive network of end-of-life care support in Southern Arizona
ELDER Alliance
Community collaboration of partners and residents aged 50+ advocating for solutions to improve quality of life for older adults
Family Support Alliance
Anchors home visiting programs that provide parenting education, community resources, and family assistance to families with young children
Financial Wellness Partnership
Brings together community organizations, nonprofits, funders, businesses, and government offices to improve financial well-being through coordinated services, policy influence, and resource sharing
Healthy Families
Provides free in-home assistance and education on parenting techniques to new parents.
Operation United
Supports local organizations serving veterans experiencing homelessness or financial hardship through partnerships with the Arizona Coalition for Military Families, Veterans Administration, and Davis-Monthan Air Force Base
The Arizona End of Life Care Partnership (EOLCP)
Dedicated to creating a comprehensive network of end-of-life care support in Southern Arizona.
United Youth Leadership Council (UYLC)
Youth-led partner organization working to improve employment, education, juvenile justice, and child welfare systems for opportunity youth aged 16-24
VITA Volunteer Income Tax Assistance
Provides free tax preparation services to individuals and families earning up to $79,000 annually, helping them access tax credits like the Earned Income Tax Credit and Child Tax Credit
Volunteer Income Tax Assistance (VITA)
Provides FREE tax preparation to individuals and families earning up to $79,000 annually, helping them access tax credits like the Child Tax Credit (CTC) and Earned Income Tax Credit (EITC).
activities · 8 groups

what they do

  • Community Impact Grantmaking 8 activities
    • Collaborate with community partners
      Collaborates with over 80 nonprofit agencies, three county municipalities, and numerous foundations, coalitions, businesses, and educational institutions to achieve large-scale community impact, serving over 180,000 people annually.
    • Collaborate with community partners
      Collaborates with over 80 nonprofit agencies, three county municipalities, and numerous foundations, coalitions, businesses, and educational institutions to achieve large-scale community impact, serving over 180,000 people annually.
    • Community Collaboration and Capacity Building
      Supports programs at over 80 partner agencies and collaborates with numerous foundations, coalitions, businesses, and educational institutions across three counties to achieve large-scale community impact and leverage additional funding and volunteer support.
    • Community Collaboration and Capacity Building
      Collaborates with over 80 nonprofit agencies, three county municipalities, and numerous other entities to achieve large-scale community impact, leveraging investments into additional grants and volunteer support to address poverty.
    • Community Impact Collaboration
      Collaborates with over 80 nonprofit agencies, three county municipalities, and numerous foundations, coalitions, businesses, and educational institutions to achieve large-scale community impact.
    • Coordinated Community Initiatives
      Serves over 180,000 people annually through coordinated community initiatives aimed at addressing various local needs.
    • Support partner agencies and leverage funding
      Supports programs at over 80 partner agencies and leverages each dollar invested into more than $5 in additional local, state, and federal grants and volunteer support to address poverty.
    • Support partner agencies and leverage funding
      Supports programs at over 80 partner agencies and leverages each dollar invested into more than $5 in additional local, state, and federal grants and volunteer support to address poverty.
  • Children's Book Distribution & Reading Spaces 6 activities
    • Dolly Parton’s Imagination Library Program
      Sends a free book every month to children from birth to age 5 in selected coverage areas as a local affiliate of the Dolly Parton’s Imagination Library program.
    • Dolly Parton’s Imagination Library Program
      Sends a free book every month to children from birth to age 5 in selected coverage areas as a local affiliate of the Dolly Parton’s Imagination Library program to support early literacy.
    • Early Literacy and Home-School Relationships
      Supports early literacy and home-school relationships for incoming kindergarten students in the Flowing Wells Unified School District through an eight-week two-generation program.
    • Kindergarten Readiness Program
      Supports early literacy and home-school relationships for incoming kindergarten students in the Flowing Wells Unified School District through an eight-week two-generation program.
    • Promote early literacy
      Sends a free book every month to children from birth to age 5 in selected coverage areas as a local affiliate of the Dolly Parton’s Imagination Library program, and supports early literacy and home-school relationships for incoming kindergarten students in the Flowing Wells Unified School District through an eight-week two-generation program.
    • Promote early literacy
      Sends a free book every month to children from birth to age 5 in selected coverage areas as a local affiliate of the Dolly Parton’s Imagination Library program, and supports early literacy and home-school relationships for incoming kindergarten students in the Flowing Wells Unified School District through an eight-week two-generation program.
  • Early Childhood Educator Training & Coaching 6 activities
    • Early Childhood Program Quality Improvement
      Provides coaching, technical support, small improvement grants, and program assessments to early childhood programs in Pima County to improve quality of care and education, and offers professional development for early care and education practitioners.
    • Early Childhood Program Support
      Provides coaching, technical support, small improvement grants, and program assessments to early childhood programs in Pima County to enhance the quality of care and education.
    • Early Childhood Program Support
      Provides coaching, technical support, small improvement grants, and program assessments to early childhood programs in Pima County to improve quality of care and education.
    • Improve early childhood care and education
      Provides coaching, technical support, small improvement grants, and program assessments to early childhood programs in Pima County to improve quality of care and education, and offers professional development for early care and education practitioners.
    • Improve early childhood care and education quality
      Provides coaching, technical support, small improvement grants, and program assessments to early childhood programs in Pima County to improve quality of care and education, and offers professional development for early care and education practitioners.
    • Professional Development for Early Care and Education Practitioners
      Offers professional development for early care and education practitioners serving children birth to five years in Pima County.
  • Free Tax Preparation Services 6 activities
    • Free Tax Preparation Services (VITA)
      Operates a Volunteer Income Tax Assistance (VITA) program, providing free tax preparation services to individuals and families earning up to $79,000 annually.
    • Provide free tax preparation services
      Operates a Volunteer Income Tax Assistance (VITA) program, providing free tax preparation services to individuals and families earning up to $79,000 annually.
    • Provide free tax preparation services
      Operates a Volunteer Income Tax Assistance (VITA) program, providing free tax preparation services to individuals and families earning up to $79,000 annually.
    • Tax Season Support
      Provides support to individuals navigating tax season through direct assistance programs, serving over 250,000 individuals locally each year.
    • Volunteer Income Tax Assistance (VITA) Program
      Operates a Volunteer Income Tax Assistance (VITA) program, providing free tax preparation services to individuals and families earning up to $79,000 annually.
    • Volunteer Income Tax Assistance (VITA) Program
      Operates a Volunteer Income Tax Assistance (VITA) program that provides free tax preparation services to individuals and families earning up to $79,000 annually.
  • Basic Needs Provision for Youth and Families 5 activities
    • Food and Diaper Assistance
      Provides direct assistance to individuals through food and diaper banks.
    • Food and Diaper Bank Assistance
      Provides direct assistance to individuals through food and diaper banks.
    • Food and Diaper Bank Assistance
      Provided assistance to individuals through food and diaper banks to support families in need.
    • Provide assistance through food and diaper banks
      Provided assistance to individuals through food and diaper banks.
    • Provide food and diaper assistance
      Provides assistance to individuals through food and diaper banks.
  • Job Readiness Training 4 activities
    • Essential Skills Workshop
      Hosted an Essential Skills Workshop titled “You’re Hired!” for youth aged 16–18 to bridge the gap between education and employment.
    • Host essential skills workshops for youth
      Hosted an Essential Skills Workshop titled “You’re Hired!” for youth aged 16–18 to bridge the gap between education and employment.
    • Host essential skills workshops for youth
      Hosted an Essential Skills Workshop titled “You’re Hired!” for youth aged 16–18 to bridge the gap between education and employment.
    • Youth Employment Workshops
      Hosts essential skills workshops for youth aged 16–18 to bridge the gap between education and employment, such as the "You’re Hired!" workshop.
  • End-of-Life Education & Literacy Programs 1 activity
    • Support for Older Adults
      Provides education and resources to improve the quality of living and dying for older adults and their families.
  • Uncategorized 22 activities
    • Advocate for public policy
      Provides background information on education, financial, and health issues to policymakers and stakeholders, and engages community members in public policy advocacy by encouraging them to share personal stories and communicate with elected officials.
    • Advocate for public policy
      Provides background information on education, financial, and health issues to policymakers and stakeholders, and engages community members in public policy advocacy by encouraging them to share personal stories and communicate with elected officials.
    • Affordable Housing and Homelessness Prevention
      Increases access to affordable housing and supportive services to prevent and reduce homelessness.
    • Education and Youth Development Programs
      Advances equity and excellence in education for children, youth, and young adults, including supporting early literacy through the Dolly Parton’s Imagination Library, implementing a summer literacy program, and hosting workshops to bridge the gap between education and employment for youth.
    • Educational and Life Outcomes Improvement
      Advances equity and excellence in education to improve educational and life outcomes for children, youth, and young adults.
    • Employment and Financial Wellness Support
      Improves employment and financial wellness outcomes for adults and families to support lifelong well-being.
    • Financial Coaching and Support
      Provides financial coaching and support to households to improve financial wellness.
    • Financial Coaching and Support
      Provided financial coaching and support to households to enhance their financial stability.
    • Financial Wellness and Employment Support
      Improves employment and financial wellness outcomes for adults and families, including providing financial coaching and support to households.
    • Implement summer literacy programs
      Implements a summer literacy program targeting children in low-income, high-need communities in Pima County and southern Arizona to improve reading proficiency and mitigate summer reading loss.
    • Implement summer literacy programs
      Implements a summer literacy program targeting children in low-income, high-need communities in Pima County and southern Arizona to improve reading proficiency and mitigate summer reading loss.
    • Improve educational outcomes
      Advances equity and excellence in education to improve educational and life outcomes for children, youth, and young adults.
    • Improve educational outcomes
      Advances equity and excellence in education to improve educational and life outcomes for children, youth, and young adults.
    • Improve employment and financial wellness
      Improves employment and financial wellness outcomes for adults and families to support lifelong well-being, including providing financial coaching and support to households.
    • Improve employment and financial wellness
      Improves employment and financial wellness outcomes for adults and families to support lifelong well-being, including providing financial coaching and support to households.
    • Improve quality of living and dying for older adults
      Provides education and resources to improve the quality of living and dying for older adults and their families.
    • Improve quality of living and dying for older adults
      Provides education and resources to improve the quality of living and dying for older adults and their families.
    • Increase access to affordable housing and reduce homelessness
      Increases access to affordable housing and supportive services to prevent and reduce homelessness.
    • Increase access to affordable housing and reduce homelessness
      Increases access to affordable housing and supportive services to prevent and reduce homelessness.
    • Public Policy Advocacy
      Engages community members in public policy advocacy by encouraging them to share personal stories and communicate with elected officials, while providing background information on education, financial, and health issues to policymakers and stakeholders.
    • Public Policy Advocacy
      Provides background information on education, financial, and health issues to policymakers and stakeholders, and engages community members in public policy advocacy by encouraging them to share personal stories and communicate with elected officials.
    • Summer Literacy Program
      Implements a summer literacy program targeting children in low-income, high-need communities in Pima County and southern Arizona to improve reading proficiency and mitigate summer reading loss.
financials · form 990 · fy2021
revenue
Total revenue$14.48M
Contributions & grants$14.23M98%
Program service revenue$96K1%
Investment income$182K1%
Other revenue$-33K
expenses
Total expenses$13.52M
Program expenses83%
Admin / overhead8%
Fundraising8%
Salaries & benefits$4.50M
Grants paid out$7.17M
Largest expense lineCompensation
balance sheet
Total assets$24.81M
Cash$5.59M
Investments$12.87M
Liabilities$2.18M
Net assets$22.63M
Liquid reserves16.4 mo
3 years on record · 2019–2021 · YoY revenue -38.0%
leadership · form 990 part vii · fy2021

who runs it

paid leadership · 4
NameTitleHours/wkCompensation
TONY PENN PRESIDENT & CEO 40 $327K
CLAY BACON SENIOR VICE PRESIDENT & COO 40 $154K
ALLISON TITCOMB SENIOR VP & CHIEF IMPACT OFFICER 40 $136K
GEORGE SCHLECHT VICE PRESIDENT & CFO 40 $119K
board members · 21
  • ALICIA WHITE — DIRECTOR
  • ALLISON DUFFY — DIRECTOR
  • CALLINE SANCHEZ — DIRECTOR
  • CHAD WHELAN — DIRECTOR
  • DEEPA DALVI — DIRECTOR
  • EDMUND MARQUEZ — DIRECTOR
  • ERNEST JONES — DIRECTOR
  • JASON LUCKEY — DIRECTOR
  • JEFF ARTZI — DIRECTOR
  • JESSICA BRACK-MERRILL — DIRECTOR
  • JILL MALICK — DIRECTOR
  • JOHN CALDWELL — DIRECTOR
  • KEVIN CUTTER — DIRECTOR
  • LEE LAMBERT — CHAIR
  • LILLIAN BRANTLEY-THOMPSON — DIRECTOR
  • LORI GARMUS — DIRECTOR
  • MARC CAMERON — DIRECTOR
  • MARY ROWLEY — DIRECTOR
  • MATTHEW THROWER — SECRETARY
  • MICHELLE TRINDADE — VICE CHAIR
  • MONICA VARGAS-MAHAR — DIRECTOR
relationships · 51

who they work with

  • Carondelet Health Network Partner — Board member serves as Market Chief Executive Officer
  • Casa de los Niños Partner — Implements the Family Resource Center in partnership with United Way of Tucson and Southern Arizona.
  • Caterpillar, Inc. Partner — Board member serves as Vice President
  • Chase Partner — Board member serves as Executive Director, Commercial Banking
  • City of Tucson Parks and Recreation Partner — Co-leads the Pima County Connecting Children to Nature initiative with United Way of Tucson and Southern Arizona.
  • Cradle to Career Pima Partner — Partnership supporting the Cradle to Career initiative to improve educational outcomes in Pima County.
  • Davis-Monthan Air Force Base Partner — Partner in Operation United, supporting veterans in the Tucson area.
  • Easterseals Blake Foundation Partner — Implements the Family Resource Center in partnership with United Way of Tucson and Southern Arizona.
  • First Things First Government — Funds the Family Resource Center with United Way of Tucson and Southern Arizona serving as the lead grantee.
  • Flowing Wells Unified School District Partner — Implements Project READy with United Way of Tucson and Southern Arizona to support early literacy for incoming kindergarten students.
  • Freeport McMoRan Partner — Collaborates with United Way of Tucson and Southern Arizona to support the Dolly Parton’s Imagination Library program.
  • Freeport-McMoRan Partner — Board member serves as Social Performance Manager
  • GEICO Insurance Partner — Board member serves as Vice President of Operations
  • Helping The Working Poor Fund Government — Qualifying charitable organization for Arizona state tax credit; United Way administers contributions to this fund.
  • Intermountain Centers for Human Development Partner — Board member serves as President & CEO
  • JP Morgan Private Bank Partner — Board member serves as Executive Director
  • La Frontera Partner — Board member serves as Senior Audit Manager
  • Make Way for Books Partner — Implements the Family Resource Center in partnership with United Way of Tucson and Southern Arizona.
  • Northern Trust Partner — Board member serves as Vice President and Senior Banking Advisor
  • Northwest Medical Center Houghton Partner — Board member serves as CEO
  • NüPOINT Marketing Partner — Board member serves as CEO/Managing Partner
  • Paragon Space Development Corporation Partner — Board member serves as Chief Financial Officer
  • Parent Aid Partner — Implements the Family Resource Center in partnership with United Way of Tucson and Southern Arizona.
  • Pima County Conservation Lands and Resources Partner — Co-leads the Pima County Connecting Children to Nature initiative with United Way of Tucson and Southern Arizona.
  • Raytheon Missiles & Defense Partner — Board member serves as Senior Program Director
  • Roche Partner — Board member serves as Project Leader in Companion Diagnostics
  • Roche Diagnostics Solutions Partner — Board member serves as Senior Manager
  • Silverado Technologies Partner — Board member serves as President
  • Singleton Foundation Partner — Partner on the Tucson Community Commitment program to expand financial literacy resources.
  • Teamsters Local 104 Partner — Board member affiliated with organization
+ 21 more