2024-05-15T16:10:02-05:00 2023-06-30 042713795 MEYERS BROTHERS KALICKA PC 330 WHITNEY AVE SUITE 800 HOLYOKE MA 01040 990 2022-07-01 042152680 UNITED WAY OF PIONEER VALLEY INC UNIT 4137372691 1441 MAIN STREET SUITE 147 SPRINGFIELD MA 01103 MEGAN MOYNIHAN PRESIDENT & CEO 4136930220 2024-05-15 1 MEGAN MOYNIHAN 999009999 0 RUDY M D'AGOSTINO P00962620 4135368510 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z MEGAN MOYNIHAN 1441 MAIN STREET SUITE 147 SPRINGFIELD MA 01103 1838418 0 X WWW.UWPV.ORG X 1950 MA MOBILIZE PEOPLE AND RESOURCES TO STRENGTHEN COMMUNITIES. 16 16 12 1059 0 0 1235628 1511898 2044 54845 112934 58999 9360 10450 1359966 1636192 109727 148372 0 0 651854 739698 0 0 266742 923980 859783 1685561 1747853 -325595 -111661 4617133 5316205 399766 974620 4217367 4341585 X THE UNITED WAY OF PIONEER VALLEY MOBILIZES PEOPLE AND RESOURCES TO STRENGTHEN OUR COMMUNITIES. THE ORGANIZATION TARGETS THE COMMUNITY'S MOST PRESSING NEEDS AND FOCUSES RESOURCES, COMMUNITY PARTNERSHIPS, AND THE ENERGY OF VOLUNTEERS TO CREATE MEASURABLE RESULTS. 0 0 571197 68221 59845 RAN COMMUNITY SERVICE AND INITIATIVE ACTIVITIES. ESTIMATED NUMBER OF PEOPLE SERVED IN THE COMMUNITY IS 175,000. UNITED WAY OF PIONEER VALLEY ALSO PROVIDES ACCESS TO EMERGENCY SUPPORT SERVICES. SERVED 20,000 INDIVIDUALS AT UWPV RUN SERVICE CENTERS LOCATED IN CHICOPEE, HOLYOKE AND SPRINGFIELD. SERVING 400 HOUSEHOLDS WEEKLY WITH ACCESS TO BASIC NEEDS SERVICES WHICH INCLUDES REFERRAL SERVICES TO OTHER LOCAL AGENCIES PARTNERS AND AN EMERGENCY FOOD PANTRY AT ALL THREE LOCATIONS. 182948 THRIVE PROGRAM: GOAL IS TO STRENGTHEN THE FINANCIAL CAPACITY OF COMMUNITY COLLEGE STUDENTS AND AREA RESIDENTS BY PROMOTING, SUPPORTING, THROUGH COMMUNITY COLLABERATIVE EFFORTS, ACCESS TO A ONE-STOP CENTER OFFERING FINANCIAL LITERACY AND COACHING, WORKFORCE DEVELOPMENT SERVICES, AND PUBLIC BENEFIT SCREENING AND ENROLLMENT. FREE SERVICES ARE OFFERED THAT INCLUDE MONEY SKILLS CLASSES, WORKFORCE DEVELOPMENT TRAINING WORKSHOPS, FREE TAX PREPARATION, AND EFFECTIVE COMMUNITY RESOURCE REFERRALS. 319917 80151 CHICOPEE & SPRINGFIELD CUPBOARD: OPERATED A FOOD PANTRY IN CHICOPEE, MA & IN SPRINGFIELD, MA WITH THE GOAL OF CREATING FOOD SECURITY FOR THE RESIDENTS OF THESE CITIES AND THROUGHOUT WESTERN MASS. ASSISTED 193 FAMILIES IN FYE 6/30/23, TOTALING NEARLY 26,983 PEOPLE, ENROLLED AS CLIENTS. 27221 MASS 2-1-1 IS A 24-HOUR ACCESSIBLE PHONE AND WEB-BASED REFERRAL SERVICE THAT LINKS PEOPLE IN NEED OF ASSISTANCE TO RESOURCES THAT CAN PROVIDE HELP. 2-1-1 CONNECTS PEOPLE TO IMPORTANT COMMUNITY SERVICES SUCH AS FOOD, CLOTHING, SHELTER ASSISTANCE, COUNSELING, CHILD CARE INFORMATION, LEGAL AND FINANCIAL SERVICES. UWPV IS A SIGNIFICANT UNDERWRITER/FUNDER OF MASS 2-1-1, SERVES ON ITS BOARD OF DIRECTORS, AND IS ACTIVELY ENGAGED IN STRENGTHENING THIS VITAL SERVICE TO LOCAL RESIDENTS AND AGENCIES IN THE REGION 34912 "STAY IN SCHOOL" CAMPAIGN: THE SPRINGFIELD COLLABORATION FOR CHANGE (SCC) IS A FIVE-YEAR INITIATIVE FOCUSED ON RAISING THE ACADEMIC ACHIEVEMENT OF SPRINGFIELD PUBLIC SCHOOL STUDENTS THROUGH THE DEVELOPMENT OF A COLLABORATIVE AND INTEGRATED SYSTEM OF SUPPORT. IT IS A UNIQUE PARTNERSHIP BETWEEN THE SPRINGFIELD PUBLIC SCHOOLS, THE SPRINGFIELD EDUCATION ASSOCIATION, COMMUNITY-BASED ORGANIZATIONS, AND PARENTS - ALL FOCUSED ON CHANGING THE WAY STUDENT LEARNING IS APPROACHED AND SUPPORTED. 118180 THE WESTERN MASS. NETWORK TO END HOMELESSNESS (WMNEH) IS A COLLABORATION THAT INCLUDES DOZENS OF SERVICE PROVIDERS, MUNICIPALITIES AND STATE AGENCIES IN THE FOUR COUNTIES OF WESTERN MASSACHUSETTS - HAMPDEN, HAMPSHIRE, FRANKLIN AND BERKSHIRE COUNTIES. THE NETWORK SEEKS TO MAXIMIZE COLLABORATION, RESOURCES AND BEST PRACTICES IN SERVING THE NEEDS OF PEOPLE WHO ARE HOMELESS. HOUSING FIRST FORMS THE BASIS FOR THE NEW APPROACH TO SOLVING HOMELESSNESS AND THE NETWORK IS SPEARHEADING ITS IMPLEMENTATION ACROSS THE REGION. THIS APPROACH SEEKS TO PRESERVE OR PROVIDE HOUSING FIRST, WITH THE APPROPRIATE SUPPORT SERVICES TO GO WITH IT, IN ORDER TO EFFECTIVELY REDUCE HOMELESSNESS. THE HOUSING FIRST APPROACH HAS A PROVEN TRACK RECORD OF SUCCESS ACROSS THE COUNTRY, INCLUDING RIGHT HERE IN WESTERN MASSACHUSETTS. UWPV PROVIDES FINANCIAL SUPPORT FOR THE NETWORK, IS ITS FISCAL SPONSOR, AND SERVES ON THE NETWORK'S LEADERSHIP COUNCIL 38716 WOMEN'S LEADERSHIP COUNCIL - CONNECTS PROFESSIONAL WOMEN TO ISSUES THAT IMPACT YOUNG WOMEN, GENERATIONALLY 219029 1293091 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 6 0 1 12 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X MEGAN MOYNIHAN 4136930220 1441 MAIN STREET SPRINGFIELD MA 011081023 DENIS GAGNON JR IMMED. PAST CHAIR 2.00 X X 0 0 0 JASON NEWMARK CHAIR 2.00 X X 0 0 0 DANIEL FINNEGAN SECRETARY 2.00 X X 0 0 0 MICHAEL WEEKES DIRECTOR 2.00 X 0 0 0 SCOTT GRODSKY 1ST VICE CHAIR 2.00 X X 0 0 0 DANIEL WARWICK DIRECTOR 2.00 X 0 0 0 KATHLEEN PLANTE DIRECTOR 2.00 X 0 0 0 LORA WONDOLOWSKI DIRECTOR 2.00 X 0 0 0 DAVID GRIFFIN DIRECTOR 2.00 X 0 0 0 JULIE DIALESSI-LAFLEY DIRECTOR 2.00 X 0 0 0 SUSAN O'CONNOR DIRECTOR 2.00 X 0 0 0 MATTHEW MAGUIRE TREASURER 2.00 X 0 0 0 MOYAH SMITH DIRECTOR 2.00 X 0 0 0 MARY BETH A COOPER DIRECTOR 2.00 X 0 0 0 JOHN BAKER DIRECTOR 2.00 X 0 0 0 SARAH REECE DIRECTOR (START 9/2022) 2.00 X 0 0 0 MEGAN MOYNIHAN COO THRU 3/2023 THEN INTERM PRES & CEO 35.00 X 103789 0 6996 PAUL MINA PRES & CEO (END 3/2023); CLERK 16.00 X 0 0 0 MOE EDWARDS CFO 4.00 X 0 0 0 103789 0 6996 1 0 0 0 0 380497 1131401 80151 1511898 ADMINISTRATIVE FEES 900099 50845 50845 MEMBERSHIP FEES 900099 4000 4000 54845 61225 61225 200000 202226 -2226 -2226 -2226 3033 0 3033 3033 EXPENSE REIMBURSEMENT 900099 5000 5000 OTHER 900099 2417 2417 7417 1636192 59845 0 64449 68221 68221 80151 80151 133475 89828 14683 28964 480597 323371 47423 109803 28572 24252 555 3765 40167 32971 1323 5873 56887 45223 4618 7046 53000 53000 37039 2222 14275 20542 31600 31600 20446 20446 108163 88316 19847 70427 67792 714 1921 69225 24846 23790 20589 244808 212638 5630 26540 16998 16849 94 55 7449 2939 1152 3358 11122 11122 7250 5619 873 758 26595 17990 2705 5900 DESIGNATED FUNDS 77076 77076 FOOD SUPPLIES 47691 46187 358 1146 EQUIPMENT REPAIR & MAIN 22547 10525 2422 9600 MEMBERSHIP DUES 7614 3045 3534 1035 733 30 703 1747853 1293091 188020 266742 262821 277212 29818 293 348965 400720 31145 31145 416629 395756 28123 20873 2478411 2544895 110461 118649 1327389 1922418 4617133 5316205 24983 39496 212889 144668 125648 188604 36246 601852 399766 974620 X 2696818 2755997 1520549 1585588 4217367 4341585 4617133 5316205 X -111661 235538 341 X X 0 1 X 1 0 X 2126728 1432205 1423607 1167748 1511898 7662186 2126728 1432205 1423607 1167748 1511898 7662186 372957 7289229 78631 54159 74894 56232 61225 325141 3497 1914 793 2521 5450 14175 8001502 272570 0.91100 0.91770 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 3916261 351969 200000 20446 4047784 4774477 -739366 100000 18850 3916261 3832971 958199 16693 4774477 4119681 28994 300000 15704 3832971 4600495 142145 600000 22959 4119681 0.60830 0.36240 0.02930 1 0 156238 149603 6635 260391 246153 14238 20873 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 1384240 RIGHT OF USE ASSET 538178 1922418 ACCRUED VACATION 42189 LEASE LIABILITY 559663 601852 X 1722197 235538 15869 -67880 183527 1538670 20446 77076 97522 1636192 1597979 15869 15869 1582110 20446 145297 165743 1747853 PART IV, LINE 2B: THE UNITED WAY RECEIVES FUNDS THAT ARE SPECIFICALLY DESIGNATED BY DONORS TO GO TO OTHER ORGANIZATIONS. THESE FUNDS, LESS AN ADMINISTRATIVE FEE, ARE NOT RECORDED AS GAAP REVENUE BY THE UNITED WAY BUT RATHER AS A LIABILITY. PART X, LINE 2: A TAX POSITION IS DEEMED TO INCLUDE SUCH THINGS AS THE ORGANIZATION'S TAX EXEMPT STATUS, UNRELATED BUSINESS INCOME AND THE METHODOLOGIES FOR ALLOCATING EXPENSES TO UNRELATED BUSINESS INCOME STREAMS. MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION. THE UNITED WAY'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR ALL YEARS ENDING ON OR AFTER JUNE 30, 2020. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT UNCOLLECTIBLE PLEDGE EXPENSE -67,880. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR CHOICE CONTRIBUTIONS REPORTED AS REVENUE ON 990 77,076. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR CHOICE CONTRIBUTIONS PAID OUT AS GRANTS 77,076. CHANGE IN ACCRUED GRANTS PAYABLE 68,221. 1 THE FOOD BANK OF WESTERN MASSACHUSETTS 25 CAREW STREET CHICOPEE MA 01020 042751023 501(C)(3) 35000 0 CAPITAL CAMPAIGN FOR NEW BUILDING UNITED WAY OF TRI COUNTY 46 PARK ST 2 FRAMINGHAM MA 01702 042104231 501(C)(3) 27221 0 TO HELP FUND MA 211 PROGRAM 2 FOOD ASSISTANCE VIA FOOD PANTRY 13000 80151 ESTIMATED COST OF FOOD FOOD GRANT FOR NEEDY PART I, LINE 2: A COMMITTEE IS FORMED THAT REVIEWS ALL GRANT APPLICATIONS FOR AGENCY ALLOCATIONS. GRANTS ARE ONLY MADE TO PUBLIC CHARITIES THAT HAVE BEEN APPROVED BY THE IRS AS 501(C)(3) ORGANIZATIONS AND/OR PUBLIC SCHOOLS OR STATE COLLEGES. IN ADDITION, THE GRANTEE ORGANIZATION MUST PROVIDE AUDITED FINANCIAL STATEMENTS TO THE UNITED WAY. ANY ORGANIZATION THAT RECEIVES GRANT FUNDS OR ASSISTANCE FROM THE UNITED WAY MUST SIGN A MEMORANDUM OF UNDERSTANDING AND PROVIDE THE UNITED WAY WITH A COPY OF THE BOARD OF DIRECTORS' MINUTES APPROVING THE CONDITIONS OF THE MOU. X 1 80151 ESTIMATED COST OF FOOD 0 0 0 PART I, COLUMN (B): FOOD WAS DONATED BY THE FOOD BANK OF WESTERN MASSACHUSETTS, WHICH IS A 501(C)(3) ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 3 ON OCTOBER 1, 2018, THE ORGANIZATION SIGNED A MANAGEMENT AND OPERATIONS AGREEMENT (THE "AGREEMENT") WITH THE UNITED WAY OF TRI-COUNTY, INC. ("UWTC"). UNDER THE AGREEMENT, THE ORGANIZATION ENGAGED THE UWTC TO MANAGE CERTAIN OF ITS OPERATIONS, INCLUDING PROVIDING CEO AND CFO SERVICES. THE COST FOR THE COMPREHENSIVE SERVICES PROVIDED IS 10% OF GROSS REVENUE, PAYABLE MONTHLY. EITHER PARTY CAN TERMINATE THIS AGREEMENT WITHOUT CAUSE WITH 120 DAYS PRIOR WRITTEN NOTICE OF TERMINATION TO THE OTHER PARTY. AS OF FEB 1, 2023, THE CEO SERVICES WERE NO LONGER OBTAINED THROUGH THIS AGREEMENT. FORM 990, PART VI, SECTION B, LINE 11B THE CFO AND CEO WILL REVIEW THE 990 PRIOR TO FILING; A COPY OF THE 990 WILL BE PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS AND OFFICERS ARE REQUIRED TO DISCLOSE ANNUALLY AND UPON ELECTION ALL CONFLICTS. ANY OFFICER WITH A POTENTIAL CONFLICT OF INTEREST MUST DISCLOSE THE MATERIAL FACTS TO THE EXECUTIVE DIRECTOR OR THE CHAIR OF EXECUTIVE COMMITTEE AND RECUSE HIMSELF/HERSELF FROM THE BOARD MEETING WHILE THE TRANSACTION IS BEING DISCUSSED AND VOTED UPON. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A: ON OCTOBER 1, 2018, THE ORGANIZATION SIGNED A MANAGEMENT AND OPERATIONS AGREEMENT (THE "AGREEMENT") WITH THE UNITED WAY OF TRI-COUNTY, INC. ("UWTC"). UNDER THE AGREEMENT, THE ORGANIZATION ENGAGED THE UWTC TO MANAGE CERTAIN OF ITS OPERATIONS, INCLUDING PROVIDING CEO AND CFO SERVICES. THE COST FOR THE COMPREHENSIVE SERVICES PROVIDED IS 10% OF GROSS REVENUE, PAYABLE MONTHLY. EITHER PARTY CAN TERMINATE THIS AGREEMENT WITHOUT CAUSE WITH 120 DAYS PRIOR WRITTEN NOTICE OF TERMINATION TO THE OTHER PARTY. LINE 15B: THE ORGANIZATION UTILIZED A THIRD PARTY TO CONDUCT AN EXECUTIVE COMPENSATION STUDY. THE RESULTS WERE SHARED WITH THE HUMAN RESOURCE AND EXECUTIVE COMMITTEES FOR ACTION. IN JANUARY 2023 THERE WAS A CEO TRANSITION. THE BOARD OF DIRECTORS REEVALUATED CEO COMPENSATION WHEN BRINGING ON THE INTERIM CEO IN FEB 2023. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S 990 AND 1023 ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS CHANGE IN ACCRUED GRANTS PAYABLE-SCHEDULE I PRESENTED ON CASH BASIS 68,221. ACTUAL BAD DEBT WRITE-OFFS -67,880. PART XIII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED FROM THE PRIOR YEAR, ITS OVERSIGHT PROCESS OR SELECTION PROCESS FOR THE AUDIT OF ITS FINANCIAL STATEMENTS. MARY E SPOONER TUW CO BANK OF AMERICA 1414 MAIN STREET SPRINGFIELD MA 01144 CHARITABLE TRUST MA UNITED WAY OF PIONEER VALLEY T 17000 339352 1.00000 0 TUW FRANK E WHEELER FB COMMUNITY CO BANK OF AMERICA 1414 MAIN STREET SPRINGFIELD MA 01144 CHARITABLE TRUST MA UNITED WAY OF PIONEER VALLEY T 27146 630859 0.80000 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0