UNITED WAY OF GREATER FALL RIVER INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF GREATER FALL RIVER INC (EIN 04-2104026)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-03-08
- IRS object ID
- 202300679349300500
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-08T04:14:35-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 221478099 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 FORBES ROAD SUITE 200 | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104026 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF GREATER FALL RIVER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5086788361 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 BEDFORD STREET PO BOX 2550 | AddressLine1Txt |
| City | FALL RIVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02722 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOAN MEDEIROS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5086788361 | PhoneNum |
| Signature | 2023-02-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOAN | PersonFirstNm |
| Person Last | MEDEIROS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOLANTA TUCK CPA | PreparerPersonNm |
| PTIN | P01340068 | PTIN |
| Phone | 7813803520 | PhoneNum |
| Preparation | 2023-02-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KIMBERLY SMITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 BEDFORD STREET PO BOX 2550 | AddressLine1Txt |
| City | FALL RIVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,504,335 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | UWGFR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | UNITED WAY OF GREATER FALL RIVER (UWGFR) IS A LEADER IN THE FIGHT FOR EQUITY AND STRIVES TO CREATE COMMUNITIES WHERE EVERYONE HAS THE RESOURCES, OPPORTUNITIES, AND SUPPORT THEY NEED TO THRIVE. UWGFR CHANGES LIVES BY MOBILIZING PEOPLE TO INVEST IN THE COMMUNITY WHERE THEIR RESOURCES ARE NEEDED MOST, AND TO FIGHT FOR THE HEALTH, EDUCATION, FINANCIAL STABILITY OF EVERY PERSON. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 4 | TotalEmployeeCnt |
| Total Volunteers | 207 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,720,098 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,173,465 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $351,594 | PYInvestmentIncomeAmt |
| CY Investment Income | $329,448 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,547 | PYOtherRevenueAmt |
| CY Other Revenue | $1,422 | CYOtherRevenueAmt |
| PY Total Revenue | $2,074,239 | PYTotalRevenueAmt |
| CY Total Revenue | $1,504,335 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,489,582 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,035,057 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $254,040 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $241,842 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $93,335 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $215,430 | PYOtherExpensesAmt |
| CY Other Expenses | $286,837 | CYOtherExpensesAmt |
| PY Total Expenses | $1,959,052 | PYTotalExpensesAmt |
| CY Total Expenses | $1,563,736 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $115,187 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$59,401 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,244,439 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,206,591 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $883,320 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $909,001 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $8,361,119 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $7,297,590 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNITED WAY OF GREATER FALL RIVER (UWGFR) IS A LEADER IN THE FIGHT FOR EQUITY AND STRIVES TO CREATE COMMUNITIES WHERE EVERYONE HAS THE RESOURCES, OPPORTUNITIES, AND SUPPORT THEY NEED TO THRIVE. BY UNITING ALL SEGMENTS OF THE COMMUNITY THROUGH A WELL-DEVELOPED COMMUNICATIONS AND FUNDRAISING CAMPAIGN, UWGFR ENCOURAGES THE PRIVATE SECTOR, INDIVIDUALS, AND CORPORATIONS TO MAINTAIN A MAJOR ROLE IN SUPPORTING INITIATIVES FOCUSED ON REMEDYING PROBLEMS THAT MOST ADVERSELY AFFECT THE LOCAL POPULATION. WE SUPPORT THE DELIVERY OF SERVICES IN THE GREATER FALL RIVER AREA IN THE MOST EFFICIENT AND ECONOMICAL MANNER POSSIBLE BY COLLABORATING WITH PROVIDERS THAT AIM TO CREATE EQUITABLE, LASTING CHANGE THROUGH PREVENTION AND RESILIENCE. UWGFR PROMOTES HIGH GOALS AND PERFORMANCE STANDARDS IN ALL PARTNERS, EVALUATES PROGRAM EFFECTIVENESS INDIVIDUALLY AND COLLECTIVELY, AND PREVENTS WASTE AND DUPLICATION OF EFFORT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,035,057 | ExpenseAmt |
| Grant | $1,035,057 | GrantAmt |
| Desc | DISTRIBUTED 100% OF NET CAMPAIGN TO OVER 80 NON-PROFIT HEALTH AND HUMAN SERVICE AGENCY PARTNERS THAT PROVIDE VITAL PROGRAM AND SUPPORT SERVICES TO THE MOST VULNERABLE POPULATIONS WITHIN THE GREATER FALL RIVER AREA. FOLLOWING COMPLETION OF THE ANNUAL CAMPAIGN, PRIMARY FUNDING WAS ALLOCATED AMONGST 20 APPROVED PROGRAMS WHO UNDERWENT A COMPREHENSIVE PROGRAM AND FINANCIAL REVIEW; SECONDARY FUNDING WAS PROVIDED TO LOCAL AGENCIES AND PROGRAMS AS DESIGNATED BY DONORS. ADDITIONAL FUNDING FROM DONOR RESTRICTED FUNDS HELD IN OUR ENDOWMENT WAS DISTRIBUTED FOLLOWING A COMPETITIVE GRANT PROCESS TO SUPPORT SPECIAL PROJECTS, PROGRAMS, AND INITIATIVES FACILITATED BY LOCAL NON-PROFIT PARTNERS THAT FOCUS ON HEALTH, EDUCATION, PREVENTION AND TRAINING, FINANCIAL STABILITY, ELDER CARE, SELF-SUFFICIENCY, AND FAMILY RESILIENCE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $206,284 | ExpenseAmt |
| Desc | INFOLINE: UNITED WAY OF GREATER FALL RIVER (UWGFR) PROVIDES INFORMATION AND REFERRAL SERVICES TO CLIENTS WHO CALL-IN OR WALK-IN TO OUR OFFICE, OR INQUIRE ON OUR WEBSITE WITH FREQUENTLY UPDATED BROCHURES, DIRECTORIES, AND FLYERS DESIGNED TO EDUCATE AND INFORM THE COMMUNITY OF CURRENT RESOURCES AVAILABLE. UWGFR ALSO FUNDS AND CO-SPONSORS MASS 211, AN INFOLINE AND WEBSITE WHICH PROVIDES REAL-TIME INFORMATION AND RESOURCES IN 150 LANGUAGES FOR ESSENTIAL SERVICES, AS WELL AS REFERRALS FOR NON-EMERGENCY CALLS 24/7. SINCE BEING DESIGNATED BY THE MA DPH AND MEMA IN MARCH 2020 AS THE OFFICIAL COVID-19 RESOURCE AND REFERRAL LINE FOR RESIDENTS ACROSS THE COMMONWEALTH, INQUIRIES TO MASS 211 REMAIN AT A STEADY HIGH. DURING FISCAL YEAR 2022, MASS 211 FIELDED 414,575 PHONE CALLS FROM RESIDENTS LIVING IN MUNICIPALITIES ACROSS THE STATE; 15% OF CALLERS CONTINUE TO SEEK INFORMATION DIRECTLY RELATED TO COVID-19, AND 4% OF CALLS SOUGHT HELP FOR MENTAL HEALTH NEEDS, BOTH REPRESENT A DECLINE FROM PRIOR YEAR. IN THE GREATER FALL RIVER AREA, OVER 5,398 CALLS WERE FIELDED BY MASS 211; THE TOP THREE REQUESTS WERE FOR CHILDCARE EXPENSE ASSISTANCE, COVID-19, RENT PAYMENT ASSISTANCE. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,241,341 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 4 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIMBERLY SMITH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5086788361 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 BEDFORD STREET | AddressLine1Txt |
| City | FALL RIVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02720 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| KIMBERLY SMITH | ||||||
| EXECUTIVE DIRECTOR | 36.25 | Yes (X) | $92,628 | $0 | $8,427 | |
| MICHELLE PELLETIER-COLBERG | ||||||
| BOARD CHAIR | 0.47 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| REBECCA COLLINS | ||||||
| CHAIR-ELECT | 0.44 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOAN M MEDEIROS | ||||||
| TREASURER | 0.38 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SUSAN JENKINSON | ||||||
| SECRETARY | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JEFFREY PINEAULT | ||||||
| ASSISTANT TREASURER | 0.52 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DANIEL ABRAHAM | ||||||
| DIRECTOR | 0.25 | $0 | $0 | $0 | Yes (X) | |
| ALICIA AMBROSE | ||||||
| DIRECTOR | 0.12 | $0 | $0 | $0 | Yes (X) | |
| ROGER BELIVEAU | ||||||
| DIRECTOR | 0.06 | $0 | $0 | $0 | Yes (X) | |
| ALISON BOUCHARD | ||||||
| DIRECTOR (UNTIL 10/12) | 0.01 | $0 | $0 | $0 | Yes (X) | |
| LAURA DOUGLAS PHD | ||||||
| DIRECTOR | 0.12 | $0 | $0 | $0 | Yes (X) | |
| SHELDON GANA | ||||||
| DIRECTOR | 0.10 | $0 | $0 | $0 | Yes (X) | |
| R CHRISTIAN LAFRANCE | ||||||
| DIRECTOR | 0.02 | $0 | $0 | $0 | Yes (X) | |
| JASON LEVINE | ||||||
| DIRECTOR | 0.40 | $0 | $0 | $0 | Yes (X) | |
| JOYCE LIVRAMENTO YOUNG | ||||||
| DIRECTOR | 0.27 | $0 | $0 | $0 | Yes (X) | |
| ROBERT LUNQUEST | ||||||
| DIRECTOR | 0.08 | $0 | $0 | $0 | Yes (X) | |
| JAMES H KAY | ||||||
| DIRECTOR | 0.31 | $0 | $0 | $0 | Yes (X) | |
| MICHELLE MARCOS | ||||||
| DIRECTOR | 0.21 | $0 | $0 | $0 | Yes (X) | |
| MARIA MATOS | ||||||
| DIRECTOR | 0.30 | $0 | $0 | $0 | Yes (X) | |
| GEORGE MERCIER | ||||||
| DIRECTOR | 0.21 | $0 | $0 | $0 | Yes (X) | |
| JORGELINA MOREIRA | ||||||
| DIRECTOR | 0.23 | $0 | $0 | $0 | Yes (X) | |
| MELISSA PANCHLEY | ||||||
| DIRECTOR | 0.33 | $0 | $0 | $0 | Yes (X) | |
| ANN M RAMOS DESROSIERS | ||||||
| DIRECTOR | 0.23 | $0 | $0 | $0 | Yes (X) | |
| STEVEN RUSSO | ||||||
| DIRECTOR | 0.33 | $0 | $0 | $0 | Yes (X) | |
| MOISE SAINT LOUIS | ||||||
| DIRECTOR (AS OF 10/15) | 0.31 | $0 | $0 | $0 | Yes (X) | |
| GEORGE SHAKER JR | ||||||
| DIRECTOR | 0.22 | $0 | $0 | $0 | Yes (X) | |
| FRANK B SOUSA III | ||||||
| DIRECTOR | 0.29 | $0 | $0 | $0 | Yes (X) | |
| REV ANDREW STINSON | ||||||
| DIRECTOR | 0.23 | $0 | $0 | $0 | Yes (X) | |
| MARQUIS TAYLOR | ||||||
| DIRECTOR | 0.08 | $0 | $0 | $0 | Yes (X) | |
| JAMES WALLACE | ||||||
| DIRECTOR | 0.48 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $92,628 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $8,427 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $73,547 | GovernmentGrantsAmt |
| All Other Contributions | $1,099,918 | AllOtherContributionsAmt |
| Total Contributions | $1,173,465 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $184,152 | TotalRevenueColumnAmt |
| Exclusion | $184,152 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $145,296 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $145,296 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $145,296 | TotalRevenueColumnAmt |
| Exclusion | $145,296 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,422 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,422 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,422 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,504,335 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,422 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $329,448 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,035,057 | TotalAmt |
| Program Services | $1,035,057 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,297 | TotalAmt |
| Program Services | $37,129 | ProgramServicesAmt |
| Management And General | $52,073 | ManagementAndGeneralAmt |
| Fundraising | $16,095 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,474 | TotalAmt |
| Program Services | $38,625 | ProgramServicesAmt |
| Management And General | $54,124 | ManagementAndGeneralAmt |
| Fundraising | $16,725 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,966 | TotalAmt |
| Program Services | $3,139 | ProgramServicesAmt |
| Management And General | $4,448 | ManagementAndGeneralAmt |
| Fundraising | $1,379 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,951 | TotalAmt |
| Program Services | $683 | ProgramServicesAmt |
| Management And General | $968 | ManagementAndGeneralAmt |
| Fundraising | $300 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,154 | TotalAmt |
| Program Services | $5,753 | ProgramServicesAmt |
| Management And General | $7,912 | ManagementAndGeneralAmt |
| Fundraising | $2,489 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,115 | TotalAmt |
| Management And General | $39,115 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,440 | TotalAmt |
| Management And General | $35,440 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,126 | TotalAmt |
| Program Services | $88,561 | ProgramServicesAmt |
| Management And General | $2,565 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,535 | TotalAmt |
| Program Services | $13,083 | ProgramServicesAmt |
| Management And General | $12,156 | ManagementAndGeneralAmt |
| Fundraising | $30,296 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,754 | TotalAmt |
| Program Services | $19,311 | ProgramServicesAmt |
| Management And General | $14,986 | ManagementAndGeneralAmt |
| Fundraising | $7,457 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,085 | TotalAmt |
| Fundraising | $18,085 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,594 | TotalAmt |
| Management And General | $1,594 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,188 | TotalAmt |
| Management And General | $3,679 | ManagementAndGeneralAmt |
| Fundraising | $509 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,563,736 | TotalAmt |
| Program Services | $1,241,341 | ProgramServicesAmt |
| Management And General | $229,060 | ManagementAndGeneralAmt |
| Fundraising | $93,335 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,655 | BOYAmt |
| EOY | $25,908 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $673,014 | BOYAmt |
| EOY | $366,574 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $855,355 | BOYAmt |
| EOY | $338,057 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,000 | BOYAmt |
| EOY | $31,243 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,580 | BOYAmt |
| EOY | $3,330 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $29,427 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $27,771 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,250 | BOYAmt |
| EOY | $1,656 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,796,024 | BOYAmt |
| EOY | $6,645,522 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $901,561 | BOYAmt |
| EOY | $794,301 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,244,439 | BOYAmt |
| EOY | $8,206,591 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,924 | BOYAmt |
| EOY | $90,050 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,565 | BOYAmt |
| EOY | $155,123 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $599,831 | BOYAmt |
| EOY | $663,828 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $883,320 | BOYAmt |
| EOY | $909,001 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,261,249 | BOYAmt |
| EOY | $3,869,710 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,099,870 | BOYAmt |
| EOY | $3,427,880 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,361,119 | BOYAmt |
| EOY | $7,297,590 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,244,439 | BOYAmt |
| EOY | $8,206,591 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$59,401 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,004,128 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,222,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $984,161 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,356,984 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,720,098 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,173,465 | CurrentTaxYearAmt |
| Total | $6,457,408 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,222,700 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $984,161 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,356,984 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,720,098 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,173,465 | CurrentTaxYearAmt |
| Total | $6,457,408 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,394,372 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,063,036 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $231,254 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $190,799 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $199,842 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $190,325 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $184,152 | CurrentTaxYearAmt |
| Total | $996,372 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $2,547 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,422 | CurrentTaxYearAmt |
| Total | $3,969 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,457,749 | TotalSupportAmt |
| Public Support CY170 | 0.67890 | PublicSupportCY170Pct |
| Public Support PY170 | 0.69460 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2020 AMOUNT: $ 2,547. 2021 AMOUNT: $ 1,422. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,796,024 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$480,515 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $35,440 | AdministrativeExpensesAmt |
| End Year Balance | $6,280,069 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,365,034 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,461,681 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $30,691 | AdministrativeExpensesAmt |
| End Year Balance | $6,796,024 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,442,959 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$59,199 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $18,726 | AdministrativeExpensesAmt |
| End Year Balance | $5,365,034 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,253,654 | BeginningYearBalanceAmt |
| Contributions | $565,935 | ContributionsAmt |
| Investment Earnings Or Losses | $321,619 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $698,249 | OtherExpendituresAmt |
| End Year Balance | $5,442,959 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,913,508 | BeginningYearBalanceAmt |
| Contributions | $239,017 | ContributionsAmt |
| Investment Earnings Or Losses | $396,947 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $295,268 | OtherExpendituresAmt |
| Administrative Expenses | $550 | AdministrativeExpensesAmt |
| End Year Balance | $5,253,654 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.65500 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.22500 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.12000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,427 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,771 | DepreciationAmt |
| Book Value | $1,656 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,656 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| C.S.V. LIFE INSURANCE | $15,961 |
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $778,340 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $794,301 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ALLOCATIONS AND DESIGNATIONS PAYABLE | $657,683 |
| ANNUITY PAYMENT LIABILITY | $6,145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $663,828 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $467,153 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$1,004,128 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $2,386 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$1,001,742 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,468,895 | RevenueSubtotalAmt |
| Other Revenues Not Included | $35,440 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $35,440 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,504,335 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,530,682 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $2,386 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $2,386 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,528,296 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $35,440 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $35,440 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,563,736 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE OBJECTIVE OF UNITED WAY OF GREATER FALL RIVER'S ENDOWMENT FUND IS TO GENERATE CURRENT INCOME AND LONG-TERM GROWTH. THE INCOME OF THE FUND SHALL BE USED AS DIRECTED: 1. DONOR RESTRICTED FUNDS PROVIDE REVENUE FOR SPECIFIC PROGRAMS OR SERVICES. A PERCENTAGE OF THESE FUNDS, AS ANNUALLY DETERMINED BY THE BOARD OF DIRECTORS, IS MADE AVAILABLE TO THE COMMUNITY THROUGH A COMPETITIVE IMPACT GRANT PROCESS. THE AMOUNT RELEASED FOR YEAR ENDED JUNE 30, 2022 WAS $80,686. 2. UNDESIGNATED FUNDS PROVIDE REVENUE TO OFFSET GENERAL AND ADMINISTRATIVE EXPENSES, THUS ALLOWING MORE DONOR DOLLARS TO BE USED FOR PROGRAMS AND SERVICES; OR PROVIDE SUPPORT FOR THE ANNUAL CAMPAIGN TO ENABLE THE GOAL TO BE REALIZED IN TIMES OF ECONOMIC UPHEAVAL. A PERCENTAGE OF THESE FUNDS AS DETERMINED BY THE BOARD OF DIRECTORS IS MADE AVAILABLE ANNUALLY. THE AMOUNT RELEASED FOR YEAR ENDED JUNE 30, 2022 WAS $83,510. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES RECLASSED TO EXPENSES 35,440. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT EXPENSES RECLASSED TO EXPENSES 35,440. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (25 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS OF SE MA | ||||||||
| 286 SOUTH STREET | HYANNIS | MA | 02601 | 530196605 | 501(C)(3) | $20,000 | $0 | DISASTER SUPPORT |
| BALANCED LEARNING CENTER | ||||||||
| 421 CURRENT RD | FALL RIVER | MA | 02720 | 833501633 | 501(C)(3) | $26,467 | $0 | WRAP AROUND SUPPORTS FOR LGBTQ COMMUNITY; DEI EDUCATION |
| CHILDREN'S ADVOCACY CENTER OF BRISTOL COUNTY | ||||||||
| 58 ARCH ST | FALL RIVER | MA | 02724 | 043135548 | 501(C)(3) | $5,621 | $0 | EDUCATION AND PREVENTION OF CHILD ABUSE |
| CITIZENS FOR CITIZENS | ||||||||
| 264 GRIFFIN STREET | FALL RIVER | MA | 02720 | 046134724 | 501(C)(3) | $12,500 | $0 | VITA (VOLUNTEER INCOME TAX ASSISTANCE); FOOD AND BASIC NEEDS |
| COACHING 4 CHANGE | ||||||||
| 427 WINTHROP STREET UNIT A | TAUNTON | MA | 02780 | 273708397 | 501(C)(3) | $10,000 | $0 | EDUCATION/YOUTH DEVELOPMENT |
| DIABETES ASSOCIATION | ||||||||
| 4 SOUTH MAIN STREET | FALL RIVER | MA | 02721 | 042665107 | 501(C)(3) | $55,000 | $0 | DIABETES/HEALTH EDUCATION |
| FALL RIVER YMCA | ||||||||
| 199 NO MAIN STREET | FALL RIVER | MA | 02720 | 042104749 | 501(C)(3) | $17,000 | $0 | EARLY EDUCATION AND CHILDCARE; OUT OF SCHOOL ENRICHMENT |
| FAMILY SERVICE ASSOCIATION | ||||||||
| 151 ROCK STREET | FALL RIVER | MA | 02720 | 042104058 | 501(C)(3) | $49,514 | $0 | MENTAL HEALTH SERVICES; CHILD AND MATERNAL HEALTH |
| GREATER FALL RIVER RE-CREATION | ||||||||
| 45 ROCK STREET | FALL RIVER | MA | 02720 | 042491918 | 501(C)(3) | $33,100 | $0 | CONTINUING EDUCATION AND OUT OF SCHOOL ENRICHMENT |
| KIDS ACADEMYFAMILY SERVICE | ||||||||
| 101 ROCK STREET | FALL RIVER | MA | 02720 | 042104058 | 501(C)(3) | $26,000 | $0 | EARLY EDUCATION AND CHILDCARE |
| NINTH STREET DAY NURSERY | ||||||||
| 533 HIGHLAND AVENUE | FALL RIVER | MA | 02720 | 042223500 | 501(C)(3) | $24,000 | $0 | EARLY EDUCATION AND CHILD CARE |
| PEOPLE INCORPORATED | ||||||||
| 4 SOUTH MAIN STREET | FALL RIVER | MA | 02721 | 042447216 | 501(C)(3) | $107,926 | $0 | PRESCHOOL BEHAVIORAL SUPPORT; COMMUNITY WRAP AROUND SUPPORT; FOOD GRANT |
| SE CENTER IND LIVING | ||||||||
| 66 TROY STREET | FALL RIVER | MA | 02720 | 042939676 | 501(C)(3) | $7,000 | $0 | FINANCIAL STABILITY EDUCATION AND TRAINING |
| SAMARITANS | ||||||||
| PO BOX 13333 | WESTPORT | MA | 02790 | 222474826 | 501(C)(3) | $35,150 | $0 | MENTAL AND BEHAVIORAL HEALTH SERVICES |
| SER-JOBS FOR PROGRESS | ||||||||
| 164 BEDFORD STREET | FALL RIVER | MA | 02720 | 042664574 | 501(C)(3) | $82,000 | $0 | RENT AND UTILITY ASSISTANCE; JOB PLACEMENT; CONTINUING EDUCATION |
| STANLEY STREET TREATMENT CENTER | ||||||||
| 386 STANLEY STREET | FALL RIVER | MA | 02720 | 042604426 | 501(C)(3) | $33,911 | $0 | WOMEN AND FAMILY HEALTH CLINIC; DOMESTIC ABUSE CRISIS INTERVENTION |
| STEPPINGSTONE INC | ||||||||
| 466 MAIN STREET | FALL RIVER | MA | 02720 | 042505146 | 501(C)(3) | $50,012 | $0 | SUBSTANCE ABUSE EDUCATION, PREVENTION AND RESILIENCY |
| TEACH FOR AMERICA | ||||||||
| 60 CANAL STREET 3RD 5TH FLOOR | BOSTON | MA | 02114 | 133541913 | 501(C)(3) | $25,000 | $0 | EDUCATION/YOUTH DEVELOPMENT |
| THE ARC OF BRISTOL COUNTY | ||||||||
| 141 PARK STREET | ATTLEBORO | MA | 02703 | 042281165 | 501(C)(3) | $58,000 | $0 | ADVOCACY FOR PEOPLE WITH DISABILITIES |
| THOMAS CHEW MEMORIAL BOYS & GIRLS CLUB | ||||||||
| PO BOX 5155 | FALL RIVER | MA | 02722 | 042103923 | 501(C)(3) | $82,000 | $0 | OUT OF SCHOOL ENRICHMENT |
| WATUPPA ROWING CENTER | ||||||||
| PO BOX 3293 | FALL RIVER | MA | 02722 | 045380974 | 501(C)(3) | $10,000 | $0 | OUT OF SCHOOL ENRICHMENT |
| GREATER FALL RIVER PARTNER FOR A HEALTHIER COMMUNITY | ||||||||
| PO BOX 1228 | FALL RIVER | MA | 02722 | 043409125 | 501(C)(3) | $5,183 | $0 | MENTAL HEALTH RESOURCES |
| RIVER TO RECOVERY INC | ||||||||
| PO BOX 4111 | FALL RIVER | MA | 02723 | 472798667 | 501(C)(3) | $9,500 | $0 | SELF-HELP BOOKS |
| UNITED NEIGHBORS OF FALL RIVER | ||||||||
| 209 BEDFORD STREET STE 401 | FALL RIVER | MA | 02720 | 042491918 | 501(C)(3) | $10,500 | $0 | MENTAL AND BEHAVIORAL HEALTH SERVICES |
| FIREFIGHTER'S WIVES ASSOCATION | ||||||||
| PO BOX 423 | SOMERSET | MA | 02726 | 454599553 | 501(C)(3) | $6,000 | $0 | DISASTER RELIEF |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 25 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | AGENCY PARTNERS ELECTED TO RECEIVE ALLOCATION FUNDING FOLLOWING COMPLETION OF THE ANNUAL CAMPAIGN UNDERGO A THOROUGH PROGRAM AND BUDGET REVIEW WITH A VOLUNTEER CITIZEN REVIEW PANEL PRIOR TO ALLOCATION AND DISTRIBUTION OF FUNDING TO DISCUSS PROGRAMMING AND PRESENT FINANCIAL NEED. DETAILED FINANCIAL REPORTS (WHICH INCLUDE AUDITED OR INDEPENDENTLY PREPARED FINANCIAL STATEMENTS) SUPPORTING PRIOR YEAR ALLOCATIONS ARE REVIEWED DURING THIS PROCESS, FOLLOWED BY AN IN DEPTH, IN-PERSON INTERVIEW WITH AGENCY LEADERSHIP. BI-ANNUAL SERVICE REPORTS OUTLINING PROGRAM OUTCOMES ARE ALSO REQUIRED, ALONG WITH PERIODIC UPDATES DICTATED BY UNFORESEEN CHANGES IN HOW PROGRAMS ARE ADMINISTERED. COMPETITIVE FUNDING FOR IMPACT AND FOOD GRANTS REQUIRE BUDGET REVIEW, AND ANNUAL REPORTS OUTLINING PROGRAM METRICS AND OUTCOMES, AS WELL AS TOTAL FUND EXPENDITURES. ALL GRANT RECIPIENTS ARE VETTED BY VOLUNTEER REVIEW COMMITTEES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE BY A MEMBER OF THE ACCOUNTING FIRM. IT IS THEN REVIEWED BY THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY, CONSIDERED FOR ANY CHANGES OR AMENDMENTS, AND THEN IS DISTRIBUTED TO ALL STAFF AND DIRECTORS FOR THEIR REVIEW. THE CHIEF OPERATING OFFICER IS RESPONSIBLE FOR THE DAY-TO-DAY MONITORING OF CONFLICTS. WHERE THE CHIEF PROFESSIONAL OFFICER IS CONCERNED, RELATIVE TO CONFLICTS, THE CHIEF VOLUNTEER OFFICER IS RESPONSIBLE FOR MONITORING HIS/HER ACTIONS. ALL BOARD MEMBERS AND STAFF SIGN OFF ON THIS POLICY, EACH YEAR, DISCLOSING ANY POTENTIAL CONFLICTS, AND ACKNOWLEDGING THAT THEY HAVE REVIEWED THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | A POLICY HAS BEEN ESTABLISHED WHEREBY THE CHIEF PROFESSIONAL OFFICER WILL BE REVIEWED (AND COMPENSATION CONSIDERED) BY A COMPENSATION COMMITTEE, AS A SUB COMMITTEE OF THE BOARD OF DIRECTORS, CONSISTING OF THE CHAIR OF THE BOARD, THE FINANCE COMMITTEE CHAIR AND THE PERSONNEL COMMITTEE CHAIR. ALL AVAILABLE COMPARABLE COMPENSATION DATA - BOTH LOCAL AND REGIONAL - IS UTILIZED IN THE EVALUATION. ANY COMPENSATION, INCLUDING SALARY AND BENEFITS ARE APPROVED BY THE FULL BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 18 | ALL FORMS ARE AVAILABLE UPON REQUEST. FORM 990 IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND ALL OTHER POLICIES AVAILABLE TO THE PUBLIC IN THE UNITED WAY OFFICE DURING REGULAR BUSINESS HOURS. FINANCIAL STATEMENTS ARE ALSO AVAILABLE THROUGH GUIDESTAR.ORG AND THE COMMONWEALTH OF MASSACHUSETTS DIVISION OF PUBLIC CHARITIES. GOVERNING DOCUMENTS ARE ALSO AVAILABLE VIA THE SECRETARY FOR THE COMMONWEALTH OF MASSACHUSETTS CORPORATE DATABASE. IN ADDITION, THE ORGANIZATION'S BALANCE SHEET IS INCLUDED IN THE ANNUAL REPORT, WHICH IS WIDELY DISTRIBUTED IN THE COMMUNITY, AND THE FINANCIAL STATEMENTS AND FORM 990 ARE PUBLISHED ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XI, LINE 2C | THE AUDIT COMMITTEE PROVIDES OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDIT FIRM. THE MEMBERS OF THIS COMMITTEE, ALL OF WHOM HAVE FINANCIAL BACKGROUNDS, CONSIST OF THE CHAIR OF THE BOARD, CHAIR OF THE FINANCE COMMITTEE AND THE TREASURER. THE AUDIT COMMITTEE MEETS INDEPENDENTLY WITH THE CPA FIRM PRIOR TO THE AUDIT BEING PRESENTED TO THE BOARD OF DIRECTORS. THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |
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