2023-03-08T04:14:35-06:00 2022-06-30 221478099 COHNREZNICK LLP 10 FORBES ROAD SUITE 200 BRAINTREE MA 02184 990 2021-07-01 042104026 UNITED WAY OF GREATER FALL RIVER INC UNIT 5086788361 30 BEDFORD STREET PO BOX 2550 FALL RIVER MA 02722 JOAN MEDEIROS TREASURER 5086788361 2023-02-15 1 JOAN MEDEIROS 999009999 JOLANTA TUCK CPA P01340068 7813803520 2023-02-15 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z KIMBERLY SMITH 30 BEDFORD STREET PO BOX 2550 FALL RIVER MA 02722 1504335 0 X UWGFR.ORG X 1957 MA 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. 28 28 4 207 0 0 1720098 1173465 0 0 351594 329448 2547 1422 2074239 1504335 1489582 1035057 0 0 254040 241842 0 0 93335 215430 286837 1959052 1563736 115187 -59401 9244439 8206591 883320 909001 8361119 7297590 X 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. 0 0 1035057 1035057 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. 206284 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. 1241341 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X KIMBERLY SMITH 5086788361 30 BEDFORD STREET FALL RIVER MA 02720 KIMBERLY SMITH EXECUTIVE DIRECTOR 36.25 X 92628 0 8427 MICHELLE PELLETIER-COLBERG BOARD CHAIR 0.47 X X 0 0 0 REBECCA COLLINS CHAIR-ELECT 0.44 X X 0 0 0 JOAN M MEDEIROS TREASURER 0.38 X X 0 0 0 SUSAN JENKINSON SECRETARY 0.50 X X 0 0 0 JEFFREY PINEAULT ASSISTANT TREASURER 0.52 X X 0 0 0 DANIEL ABRAHAM DIRECTOR 0.25 X 0 0 0 ALICIA AMBROSE DIRECTOR 0.12 X 0 0 0 ROGER BELIVEAU DIRECTOR 0.06 X 0 0 0 ALISON BOUCHARD DIRECTOR (UNTIL 10/12) 0.01 X 0 0 0 LAURA DOUGLAS PHD DIRECTOR 0.12 X 0 0 0 SHELDON GANA DIRECTOR 0.10 X 0 0 0 R CHRISTIAN LAFRANCE DIRECTOR 0.02 X 0 0 0 JASON LEVINE DIRECTOR 0.40 X 0 0 0 JOYCE LIVRAMENTO YOUNG DIRECTOR 0.27 X 0 0 0 ROBERT LUNQUEST DIRECTOR 0.08 X 0 0 0 JAMES H KAY DIRECTOR 0.31 X 0 0 0 MICHELLE MARCOS DIRECTOR 0.21 X 0 0 0 MARIA MATOS DIRECTOR 0.30 X 0 0 0 GEORGE MERCIER DIRECTOR 0.21 X 0 0 0 JORGELINA MOREIRA DIRECTOR 0.23 X 0 0 0 MELISSA PANCHLEY DIRECTOR 0.33 X 0 0 0 ANN M RAMOS DESROSIERS DIRECTOR 0.23 X 0 0 0 STEVEN RUSSO DIRECTOR 0.33 X 0 0 0 MOISE SAINT LOUIS DIRECTOR (AS OF 10/15) 0.31 X 0 0 0 GEORGE SHAKER JR DIRECTOR 0.22 X 0 0 0 FRANK B SOUSA III DIRECTOR 0.29 X 0 0 0 REV ANDREW STINSON DIRECTOR 0.23 X 0 0 0 MARQUIS TAYLOR DIRECTOR 0.08 X 0 0 0 JAMES WALLACE DIRECTOR 0.48 X 0 0 0 92628 0 8427 0 0 0 0 0 73547 1099918 1173465 184152 184152 145296 0 145296 145296 145296 1422 1422 1422 1504335 1422 0 329448 1035057 1035057 105297 37129 52073 16095 109474 38625 54124 16725 8966 3139 4448 1379 1951 683 968 300 16154 5753 7912 2489 39115 39115 35440 35440 91126 88561 2565 55535 13083 12156 30296 41754 19311 14986 7457 18085 18085 1594 1594 4188 3679 509 1563736 1241341 229060 93335 6655 25908 673014 366574 855355 338057 5000 31243 3580 3330 29427 27771 3250 1656 6796024 6645522 901561 794301 9244439 8206591 134924 90050 148565 155123 599831 663828 883320 909001 X 4261249 3869710 4099870 3427880 8361119 7297590 9244439 8206591 -59401 -1004128 0 X X 0 1 X 1 0 X 1222700 984161 1356984 1720098 1173465 6457408 1222700 984161 1356984 1720098 1173465 6457408 1394372 5063036 231254 190799 199842 190325 184152 996372 2547 1422 3969 7457749 0.67890 0.69460 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 2,547. 2021 AMOUNT: $ 1,422. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 6796024 -480515 35440 6280069 5365034 1461681 30691 6796024 5442959 -59199 18726 5365034 5253654 565935 321619 698249 5442959 4913508 239017 396947 295268 550 5253654 0.65500 0.22500 0.12000 1 0 29427 27771 1656 1656 C.S.V. LIFE INSURANCE 15961 BENEFICIAL INTEREST IN PERPETUAL TRUST 778340 794301 ALLOCATIONS AND DESIGNATIONS PAYABLE 657683 ANNUITY PAYMENT LIABILITY 6145 663828 467153 -1004128 2386 -1001742 1468895 35440 35440 1504335 1530682 2386 2386 1528296 35440 35440 1563736 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. 1 AMERICAN RED CROSS OF SE MA 286 SOUTH STREET HYANNIS MA 02601 530196605 501(C)(3) 20000 0 DISASTER SUPPORT BALANCED LEARNING CENTER 421 CURRENT RD FALL RIVER MA 02720 833501633 501(C)(3) 26467 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) 5621 0 EDUCATION AND PREVENTION OF CHILD ABUSE CITIZENS FOR CITIZENS 264 GRIFFIN STREET FALL RIVER MA 02720 046134724 501(C)(3) 12500 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) 10000 0 EDUCATION/YOUTH DEVELOPMENT DIABETES ASSOCIATION 4 SOUTH MAIN STREET FALL RIVER MA 02721 042665107 501(C)(3) 55000 0 DIABETES/HEALTH EDUCATION FALL RIVER YMCA 199 NO MAIN STREET FALL RIVER MA 02720 042104749 501(C)(3) 17000 0 EARLY EDUCATION AND CHILDCARE; OUT OF SCHOOL ENRICHMENT FAMILY SERVICE ASSOCIATION 151 ROCK STREET FALL RIVER MA 02720 042104058 501(C)(3) 49514 0 MENTAL HEALTH SERVICES; CHILD AND MATERNAL HEALTH GREATER FALL RIVER RE-CREATION 45 ROCK STREET FALL RIVER MA 02720 042491918 501(C)(3) 33100 0 CONTINUING EDUCATION AND OUT OF SCHOOL ENRICHMENT KIDS ACADEMYFAMILY SERVICE 101 ROCK STREET FALL RIVER MA 02720 042104058 501(C)(3) 26000 0 EARLY EDUCATION AND CHILDCARE NINTH STREET DAY NURSERY 533 HIGHLAND AVENUE FALL RIVER MA 02720 042223500 501(C)(3) 24000 0 EARLY EDUCATION AND CHILD CARE PEOPLE INCORPORATED 4 SOUTH MAIN STREET FALL RIVER MA 02721 042447216 501(C)(3) 107926 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) 7000 0 FINANCIAL STABILITY EDUCATION AND TRAINING SAMARITANS PO BOX 13333 WESTPORT MA 02790 222474826 501(C)(3) 35150 0 MENTAL AND BEHAVIORAL HEALTH SERVICES SER-JOBS FOR PROGRESS 164 BEDFORD STREET FALL RIVER MA 02720 042664574 501(C)(3) 82000 0 RENT AND UTILITY ASSISTANCE; JOB PLACEMENT; CONTINUING EDUCATION STANLEY STREET TREATMENT CENTER 386 STANLEY STREET FALL RIVER MA 02720 042604426 501(C)(3) 33911 0 WOMEN AND FAMILY HEALTH CLINIC; DOMESTIC ABUSE CRISIS INTERVENTION STEPPINGSTONE INC 466 MAIN STREET FALL RIVER MA 02720 042505146 501(C)(3) 50012 0 SUBSTANCE ABUSE EDUCATION, PREVENTION AND RESILIENCY TEACH FOR AMERICA 60 CANAL STREET 3RD 5TH FLOOR BOSTON MA 02114 133541913 501(C)(3) 25000 0 EDUCATION/YOUTH DEVELOPMENT THE ARC OF BRISTOL COUNTY 141 PARK STREET ATTLEBORO MA 02703 042281165 501(C)(3) 58000 0 ADVOCACY FOR PEOPLE WITH DISABILITIES THOMAS CHEW MEMORIAL BOYS & GIRLS CLUB PO BOX 5155 FALL RIVER MA 02722 042103923 501(C)(3) 82000 0 OUT OF SCHOOL ENRICHMENT WATUPPA ROWING CENTER PO BOX 3293 FALL RIVER MA 02722 045380974 501(C)(3) 10000 0 OUT OF SCHOOL ENRICHMENT GREATER FALL RIVER PARTNER FOR A HEALTHIER COMMUNITY PO BOX 1228 FALL RIVER MA 02722 043409125 501(C)(3) 5183 0 MENTAL HEALTH RESOURCES RIVER TO RECOVERY INC PO BOX 4111 FALL RIVER MA 02723 472798667 501(C)(3) 9500 0 SELF-HELP BOOKS UNITED NEIGHBORS OF FALL RIVER 209 BEDFORD STREET STE 401 FALL RIVER MA 02720 042491918 501(C)(3) 10500 0 MENTAL AND BEHAVIORAL HEALTH SERVICES FIREFIGHTER'S WIVES ASSOCATION PO BOX 423 SOMERSET MA 02726 454599553 501(C)(3) 6000 0 DISASTER RELIEF 25 PART I, LINE 2: 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. 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.