Mesa United Way Inc

Nonprofit profile at a glance

EIN
860198599
IRS 990 coverage
2011–2024
Forms available
Form 990 2024
Location
Mesa, AZ, USA
Phone
4809698601
Rating
74
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Federated Giving Programs

Reported finances

Revenue
$1,042,613
Expenses
$824,700
Assets
$2,223,102
Liabilities
$357,702

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

6 people listed

Executive titles in this filing

  • Mark Young (President & CEO)

Highest reported compensation

  • Mark Young (President & CEO): $126,644 total reported compensation
  • Allison Johnson (Chief Financial Officer): $101,770 total reported compensation
  • Dana Hicks (Chief Operating Officer): $83,293 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

United we fight for the health, education, and financial stability of every person in Mesa.

What it reported doing in 2024

Founded in 1966, Mesa United Way operates as a nonprofit philanthropic corporation under the State of Arizona laws. Historically a staunch supporter of addressing the poverty challenges faced by vulnerable populations, Mesa United Way continues to enhance community partnerships which align with this goal. In particular, Mesa United Way focuses on funding solutions related to the day-to-day needs of foster/kinship children, housing and self-sufficiency for youth aging out of foster care, free tax assistance and financial literacy for low- and moderate-income households, affordable housing for the chronically disabled and working poor, and the critically important work of improving childhood literacy. To do all this, Mesa United Way depends on individual and corporate contributions. Launched by Mesa United Way in 2009, the Helens Hope Chest program focused on the needs of foster and kinship children from infancy through early childhood. In 2014, Helens Hope Chest became a legal entity of its own but operated as a subsidiary under Mesa United Way. Never sitting on its laurels, Mesa United Way continued creating more programs that filled more gapsVITA, Foster360, 12Books and the Mesa Veterans Resource Center. In 2023, once it became evident that the community members served by these necessary programs had grown well beyond the geographic boundaries of the City of Mesa, Mesa United Way created a new nonprofit corporation, Azura Inc., and placed these direct-service programming beneath that umbrella. This included Helens Hope Chest and Foster360, now a legal entity as well. The purpose of these organizational changes furthered Mesa United Ways goal of launching sustainable programming that directly improves the lives of our community members while also allowing the new Azura family of solutions to flourish and grow without the limitations of the United Way structure that governs Mesa United Way. Whether through its traditional United Way workplace campaigns or finding the next gap in services that needs a solution, Mesa United Way remains committed to both supporting the work of its progeny while also remaining even more closely focused on its core mission of fighting for the health, education and financial stability of every person in Mesa.

Operating model

Revenue model
Donor-supported. 62% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 82% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - The filed numbers largely add up and a large share of total spending goes to programs. A relatively small share of available resources goes toward mission work and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 63
  • Transparency & Controls: 89
  • Accountability: 95
  • Sustainability: 68
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 55.9%; rating input score 56
  • Program expense ratio: 70.7%; rating input score 71
  • Fundraising efficiency: $36.93 raised per $1 spent on fundraising; rating input score 72; 72nd percentile among comparable filings

Transparency & Controls

  • Consistency checks: 94.1%; rating input score 94; 25th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 96.4%; rating input score 96; 43rd percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 20.9%; rating input score 77; 77th percentile among comparable filings
  • Total-asset coverage ratio: 2.7; rating input score 73; 73rd percentile among comparable filings
  • Liabilities to assets ratio: 0.16; rating input score 35; 35th percentile among comparable filings
  • Officer compensation ratio: 5.5%; rating input score 52; 52nd percentile among comparable filings

Growth

  • Program expense growth: -6.1% per year; rating input score 0; 7th percentile among comparable filings
  • Revenue growth: -5.8% per year; rating input score 0; 5th percentile among comparable filings
  • Asset growth: -1.9% per year; rating input score 0; 12th percentile among comparable filings

Details

  • Where the money goes: 55.9% of revenue deployed · 70.7% of spending went to programs
  • Governance: 3 of 3 board members independent · 8 of 9 filing controls reported
  • Programs: 1 filed program accomplishment · $583K in reported program spending
  • Leadership: top reported pay $127K · 6 people listed
  • Consistency: 31 of 32 current checks pass · 1 finding to review
  • Schedules: 7 filed schedules · includes major donors and grants
  • Filing history: 14 filing years from 2011 to 2024
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Related organizations: 6 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Mission deployment rate scored 56/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Moderate — Sustainability: Liabilities to assets ratio scored 35/100.
  • Review — Sustainability: Officer compensation ratio scored 52/100.