UNITED WAY OF GREATER FALL RIVER INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF GREATER FALL RIVER INC (EIN 04-2104026)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-15
IRS object ID
202531359349316643
Schema version
2023v6.0
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

FieldValueIRS element (for citing)
Return2025-05-15T19:47:47-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN043257120PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HAGUE SAHADY & CO PC CPABusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1126 PRESIDENT AVEAddressLine1Txt
CityFALL RIVERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02720ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN042104026EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY OF GREATER FALL RIVER INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone5086788361PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 BEDFORD STREET PO BOX 2550AddressLine1Txt
CityFALL RIVERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02720ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonKIMBERLY SMITHPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone5086788361PhoneNum
Signature2025-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY L SAHADYPreparerPersonNm
PTINP01212841PTIN
Phone5086757889PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOAN M MEDEIROSPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 BEDFORD STREET PO BOX 2550AddressLine1Txt
CityFALL RIVERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02720ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,904,782GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressUWGFR.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1957FormationYr
Legal Domicile StateMALegalDomicileStateCd
Activity Or MissionUNITED 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.ActivityOrMissionDesc
Voting Members Governing Body25VotingMembersGoverningBodyCnt
Voting Members Independent25VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers220TotalVolunteersCnt
Total Gross UBI$2,365TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,398,845PYContributionsGrantsAmt
CY Contributions Grants$1,091,624CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$490,839PYInvestmentIncomeAmt
CY Investment Income$1,810,793CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$2,365CYOtherRevenueAmt
PY Total Revenue$1,889,684PYTotalRevenueAmt
CY Total Revenue$2,904,782CYTotalRevenueAmt
PY Grants And Similar Paid$1,020,101PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,033,477CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$257,654PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$273,476CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$115,698CYTotalFundraisingExpenseAmt
PY Other Expenses$231,469PYOtherExpensesAmt
CY Other Expenses$175,890CYOtherExpensesAmt
PY Total Expenses$1,509,224PYTotalExpensesAmt
CY Total Expenses$1,482,843CYTotalExpensesAmt
PY Revenues Less Expenses$380,460PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,421,939CYRevenuesLessExpensesAmt
Total Assets BOY$9,097,414TotalAssetsBOYAmt
Total Assets EOY$10,559,846TotalAssetsEOYAmt
Total Liabilities BOY$1,052,693TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,093,186TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$8,044,721NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,466,660NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionUNITED 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$1,033,475ExpenseAmt
Grant$1,033,475GrantAmt
DescDISTRIBUTED 100% OF NET CAMPAIGN TO OVER 80 NON-PROFIT HEALTH AND HUMANTO THE MOST VULNERABLE POPULATIONS WITHIN THE GREATER FALL RIVER AREA.FOLLOWING COMPLETION OF THE ANNUAL CAMPAIGN, PRIMARY FUNDING WASALLOCATED AMONGST 68 APPROVED PROGRAMS WHO UNDERWENT A COMPREHENSIVEPROGRAM AND FINANCIAL REVIEW; SECONDARY FUNDING WAS PROVIDED TO LOCALAGENCIES AND PROGRAMS AS DESIGNATED BY DONORS. ADDITIONAL FUNDING FROMDONOR RESTRICTED FUNDS HELD IN OUR ENDOWMENT WAS DISTRIBUTED FOLLOWINGA COMPETITIVE GRANT PROCESS TO SUPPORT SPECIAL PROJECTS, PROGRAMS, ANDINITIATIVES FACILITATED BY LOCAL NON-PROFIT PARTNERS THAT FOCUS ONHEALTH, EDUCATION, PREVENTION AND TRAINING, FINANCIAL STABILITY, ELDERCARE, SELF-SUFFICIENCY, AND FAMILY RESILIENCE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$131,234ExpenseAmt
DescINFORLINE: 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 OFCURRENT RESOURCES AVAILABLE. UWGFR ALSO FUNDS AND CO-SPONSORS MASS211, AN INFOLINE AND WEBSITE WHICH PROVIDES REAL-TIME INFORMATION ANDRESOURCES IN 150 LANGUAGES FOR ESSENTIAL SERVICES, AS WELL AS REFERRALSFOR NON-EMERGENCY CALLS 24/7. SINCE BEING DESIGNATED BY THE MA DPH ANDMEMA IN MARCH 2020 AS THE OFFICIAL COVID-19 RESOURCE AND REFERRAL LINEFOR RESIDENTS ACROSS THE COMMONWEALTH, INQUIRIES TO MASS 211 REMAIN ATA STEADY HIGH. DURING FISCAL YEAR 2024, MASS 211 FIELDED 483,011 PHONECALLS FROM RESIDENTS LIVING IN MUNICIPALITIES ACROSS THE STATE;Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,164,709TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document8IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee6EmployeeCnt
Employment Tax Returns Filed0EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members25GoverningBodyVotingMembersCnt
Independent Voting Member25IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1KIMBERLY SMITH EXECUTIVE DIRECTORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone5086788361PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 BEDFORD STAddressLine1Txt
CityFALL RIVERCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02720ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
REBECCA COLLINS
BOARD CHAIR0.47Yes (X)Yes (X)$0$0$0
SUSAN JENKINSON
CHAIR-ELECT0.44Yes (X)Yes (X)$0$0$0
JOAN M MEDEIROS
TREASURER0.38Yes (X)Yes (X)$0$0$0
MELISSA PANCHLEY
SECRETARY0.50Yes (X)Yes (X)$0$0$0
JAMES WALLACE
FINANCE CHAIR0.52Yes (X)Yes (X)$0$0$0
STEVEN RUSSO
ENDOWMENT CHAIR0.25Yes (X)Yes (X)$0$0$0
JEFFREY PINEAULT
ALLOCATIONS CHAIR0.12Yes (X)Yes (X)$0$0$0
MICHELLE PELLETIER
DIRECTOR0.30Yes (X)Yes (X)$0$0$0
MICHELLE MARCOS
PERSONNEL CHAIR0.01Yes (X)Yes (X)$0$0$0
MOISE SAINT LOUIS
RESEARCH AND PLANNING CHAIR0.12Yes (X)Yes (X)$0$0$0
DUGAN BECKER
DIRECTOR0.10Yes (X)$0$0$0
BEN COOPER
DIRECTOR0.02Yes (X)$0$0$0
JASON LEVINE
DIRECTOR0.40Yes (X)$0$0$0
JOYCE LIVRAMENTO YOUNG
DIRECTOR0.27Yes (X)$0$0$0
ROBERT LUNQUEST
DIRECTOR0.08Yes (X)$0$0$0
BEN FEITELBERG
DIRECTOR0.31Yes (X)$0$0$0
LAURA DOUGLAS PHD
DIRECTOR0.21Yes (X)$0$0$0
GEORGE MERCIER
DIRECTOR0.21Yes (X)$0$0$0
CHRISTINA JOHNK
CAMPAIGN CHAIR0.33Yes (X)$0$0$0
JANNA LAFRANCE
DIRECTOR0.33Yes (X)$0$0$0
GEORGE SHAKER JR
DIRECTOR0.22Yes (X)$0$0$0
FRANK B SOUSA III
DIRECTOR0.29Yes (X)$0$0$0
REV ANDREW STINSON
DIRECTOR0.23Yes (X)$0$0$0
SHAUN BRANCO
DIRECTOR0.33Yes (X)$0$0$0
ROMMEL CORDOVA
DIRECTOR0.33Yes (X)$0$0$0
KIMBERLY SMITH
EXECUTIVE DIRECTOR36.25Yes (X)$101,774$0$9,390
FieldValueIRS element (for citing)
Total Reportable Comp From Org$101,774TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$9,390TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$1,091,624AllOtherContributionsAmt
Total Contributions$1,091,624TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$295,385TotalRevenueColumnAmt
Exclusion$295,385ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,515,408SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,515,408SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,515,408TotalRevenueColumnAmt
Exclusion$1,515,408ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescOTHER MISCELLANEOUS REVENUDesc
Total Revenue Column$2,365TotalRevenueColumnAmt
Unrelated Business Revenue$2,365UnrelatedBusinessRevenueAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,365OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,904,782TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,365UnrelatedBusinessRevenueAmt
Exclusion$1,810,793ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,033,477TotalAmt
Program Services$1,033,477ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$101,775TotalAmt
Program Services$35,061ProgramServicesAmt
Management And General$46,742ManagementAndGeneralAmt
Fundraising$19,972FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$131,701TotalAmt
Program Services$45,370ProgramServicesAmt
Management And General$60,486ManagementAndGeneralAmt
Fundraising$25,845FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$13,876TotalAmt
Program Services$4,778ProgramServicesAmt
Management And General$6,886ManagementAndGeneralAmt
Fundraising$2,212FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$7,661TotalAmt
Program Services$4,033ProgramServicesAmt
Management And General$3,535ManagementAndGeneralAmt
Fundraising$93FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$18,463TotalAmt
Program Services$6,422ProgramServicesAmt
Management And General$8,338ManagementAndGeneralAmt
Fundraising$3,703FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$37,745TotalAmt
Management And General$37,745ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$18,322TotalAmt
Program Services$6,040ProgramServicesAmt
Management And General$6,389ManagementAndGeneralAmt
Fundraising$5,893FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$42,264TotalAmt
Program Services$19,581ProgramServicesAmt
Management And General$15,153ManagementAndGeneralAmt
Fundraising$7,530FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$14,038TotalAmt
Program Services$1,500ProgramServicesAmt
Fundraising$12,538FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$1,154TotalAmt
Program Services$396ProgramServicesAmt
Management And General$758ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$5,022TotalAmt
Management And General$4,585ManagementAndGeneralAmt
Fundraising$437FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
EVENT EXPENSES$26,639$865$25,774
MISCELLANEOUS EXPENSES$13,902$4,025$1,061$8,816
PRINTING & PUBLICATIONS$8,664$1,043$7,414$207
TELEPHONE$5,121$1,954$928$2,239

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,019TotalAmt
Program Services$164ProgramServicesAmt
Management And General$557ManagementAndGeneralAmt
Fundraising$2,298FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,482,843TotalAmt
Program Services$1,164,709ProgramServicesAmt
Management And General$202,436ManagementAndGeneralAmt
Fundraising$115,698FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,494BOYAmt
EOY$5,101EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$666,218BOYAmt
EOY$677,741EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$334,421BOYAmt
EOY$327,523EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$11,053EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,657BOYAmt
EOY$8,819EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$31,410LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$30,318LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$132,715BOYAmt
EOY$1,092EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$7,164,216BOYAmt
EOY$8,259,696EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$91,617EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$786,693BOYAmt
EOY$1,177,204EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$9,097,414BOYAmt
EOY$10,559,846EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$52,657BOYAmt
EOY$62,704EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$152,350BOYAmt
EOY$183,600EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$847,686BOYAmt
EOY$846,882EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,052,693BOYAmt
EOY$1,093,186EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,193,985BOYAmt
EOY$4,591,018EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,850,736BOYAmt
EOY$4,875,642EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$8,044,721BOYAmt
EOY$9,466,660EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,097,414BOYAmt
EOY$10,559,846EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,421,939ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,356,984CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,720,098CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,173,465CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,398,345CurrentTaxYearMinus1YearAmt
Current Tax Year$1,091,624CurrentTaxYearAmt
Total$6,740,516TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,356,984CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,720,098CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,173,465CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,398,345CurrentTaxYearMinus1YearAmt
Current Tax Year$1,091,624CurrentTaxYearAmt
Total$6,740,516TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,220,856SubstantialContributorsTotAmt
Public Support Total170$5,519,660PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$199,842CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$190,325CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$184,152CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$221,280CurrentTaxYearMinus1YearAmt
Current Tax Year$1,810,793CurrentTaxYearAmt
Total$2,606,392TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$2,547CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,422CurrentTaxYearMinus2YearsAmt
Current Tax Year$2,365CurrentTaxYearAmt
Total$6,334TotalAmt
FieldValueIRS element (for citing)
Total Support$9,353,242TotalSupportAmt
Public Support CY1700.59010PublicSupportCY170Pct
Public Support PY1700.69680PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationOTHER INCOME - 2020 AMOUNT: $ 2,547. 2021 AMOUNT: $ 1,422. 2022 AMOUNT: $ 0. 2023 AMOUNT: $ 2,365.ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,647,687BeginningYearBalanceAmt
Contributions$73,000ContributionsAmt
Investment Earnings Or Losses$944,106InvestmentEarningsOrLossesAmt
Administrative Expenses$548,315AdministrativeExpensesAmt
End Year Balance$7,116,478EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,280,069BeginningYearBalanceAmt
Contributions$25,530ContributionsAmt
Investment Earnings Or Losses$342,088InvestmentEarningsOrLossesAmt
End Year Balance$6,647,687EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$6,796,024BeginningYearBalanceAmt
Investment Earnings Or Losses-$480,515InvestmentEarningsOrLossesAmt
Administrative Expenses$35,440AdministrativeExpensesAmt
End Year Balance$6,280,069EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,365,034BeginningYearBalanceAmt
Investment Earnings Or Losses$1,461,681InvestmentEarningsOrLossesAmt
Administrative Expenses$30,691AdministrativeExpensesAmt
End Year Balance$6,796,024EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,442,959BeginningYearBalanceAmt
Investment Earnings Or Losses-$59,199InvestmentEarningsOrLossesAmt
Administrative Expenses$18,726AdministrativeExpensesAmt
End Year Balance$5,365,034EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$31,410OtherCostOrOtherBasisAmt
Depreciation$30,318DepreciationAmt
Book Value$1,092BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,092TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp (2 entries)

DescDescBook ValueBookValueAmt
C.S.V LIFE INSURANCE$16,941
BENEFICIAL INTEREST IN PERPETUAL TRUST$1,160,263
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,177,204TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
PAYABLE$750,938
ANNUITY PAYMENT LIABILITY$4,327
CAPITAL LEASE, RIGHT TO USE$91,617
FieldValueIRS element (for citing)
Total Liability$846,882TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$2,904,782TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$2,904,782RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,904,782TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,482,843TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$1,482,843ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,482,843TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4THE 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, 2024 WAS $99,006. 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, 2024 WAS $224,912.
PART XI, LINE 4B - OTHER ADJUSTEMENTSINVESTMENT EXPENSES RECLASSED TO EXPENSES $0
PART XII, LINE 4B - OTHER ADJUSTEMENTSINVESTMENT EXPENSES RECLASSED TO EXPENSES $0

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (33 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
AMERICAN RED CROSS
286 SOUTH STHYANNISMA02601530196605501 (C)3$35,000$0DISASTER SUPPORT
ARGOSY COLLEGIATE CHARTER SCHOOL
240 DOVER STFALL RIVERMA02721463211143501 (C)3$7,500$0EDUCATION/YOUTH DEVELOPMENT
BALANCED LEARNING CENTER
421 CURRENT RDFALL RIVERMA02720833501633501 (C)3$25,000$0EDUCATION/YOUTH DEVELOPMENT
CHILDREN'S ADVOCACY CENTER OF BRISTOL COUNTY
58 ARCH STFALL RIVERMA02724043135548501 (C)3$8,500$0EDUCATION AND PREVENTION OF CHILD ABUSE
CITIZENS FOR CITIZENS
264 GRIFFIN STFALL RIVERMA02720046134724501 (C)3$16,000$0VITA (VOLUNTEER INCOME TAX ASSISTANCE); FOOD AND BASIC NEEDS
COACHING 4 CHANGE
427 WINTHROP ST UNIT ATAUNTONMA02780273708397501 (C)3$35,000$0EDUCATION/YOUTH DEVELOPMENT
DIABETES ASSOCIATION
4 SOUTH MAIN STFALL RIVERMA02721042665107501 (C)3$53,500$0DIABETES/HEALTH EDUCATION
FALL RIVER DEACONESS HOME
309 FRENCH STFALL RIVERMA02722042104749501 (C)3$7,500$0COMMUNITY IMPACT
FALL RIVER YMCA TOTAL
119 NORTH MAIN STFALL RIVERMA02720042104749501 (C)3$13,500$0EARLY EDUCATION AND CHILDCARE ; OUT OF SCHOOL ENRICHMENT
FAMILY SERVICE ASSOCIATION
151 ROCK STFALL RIVERMA02720042104058501 (C)3$45,000$0MENTAL HEALTH SERVICES; CHILD AND MATERNAL HEALTH
GFR RE-CREATION
45 ROCK STFALL RIVERMA02720042491918501 (C)3$50,895$0CONTINUING EDUCATION AND OUT OF SCHOOL ENRICHMENT
GNOME SURF
PO BOX 21TIVERTONRI02878082956059501 (C)3$8,500$0COMMUNITY IMPACT
GREATER FALL RIVER COMMUNITY FOOD PANTRY
235 NASHUA STFALL RIVERMA02721135563018501 (C)3$7,500$0FOOD GRANT
POPE FRANCIS OUTREACH CENTER
$6,000$0HEALTH SUPPORT AND SERVICES
KIDS ACADEMY
101 ROCK STFALL RIVERMA02720042104058501 (C)3$37,000$0EARLY EDUCATION AND CHILDCARE
MEDICINE HORSE
1600 EAGLEVILLE RDTIVERTONRI02878844555784501 (C)3$6,000$0MENTAL HEALTH SERVICES
NINTH ST DAY NURSERY
533 HIGHLAND AVEFALL RIVERMA02720042223500501 (C)3$22,000$0EARLY EDUCATION AND CHILD CARE
PEOPLE INC (COMMUNITY SUPPORTS)
4 SOUTH MAIN STFALL RIVERMA02721042447216501 (C)3$122,500$0PRESCHOOL BEHAVIORAL SUPPORT; COMMUNITY WRAP AROUND SUPPORT; FOOD GRANT
SAMARITANS
PO BOX 13333WESTPORTMA02790222474826501 (C)3$35,150$0MENTAL AND BEHAVIORAL HEALTH SERVICES
SER-JOBS FOR PROGRESS
164 BEDFORD STFALL RIVERMA02720042664574501 (C)3$70,000$0RENT AND UTILITY ASSISTANCE; JOB PLACEMENT; CONTINUE EDUCATION
SOURCE HUB
357 SOUTH MAIN STFALL RIVERMA02721872011134501 (C)3$26,500$0EARLY CHILDHOOD DEVELOPMENT
SOUTHEAST CENTER FOR INDEPENDENT LIVING
66 TROY STFALL RIVERMA02720042939676501 (C)3$8,600$0FINANCIAL STABILITY AND EDUCATION AND TRAINING
SCHOOL ON WHEELS
$10,000$0FOOD GRANT
STEPPING STONE
466 MAIN STFALL RIVERMA02720042505514501 (C)3$56,500$0SUBSTANCE ABUSE EDUCATION, PREVENTION AND RESILIENCY
THE ARC OF BRISTOL COUNTY
141 PARK STATTLEBOROMA02703042281165501 (C)3$60,000$0ADVOCACY FOR PEOPLE WITH DISABILITIES
THOMAS CHEW BOYS & GIRLS CLUB
PO BOX 5155FALL RIVERMA02722042103923501 (C)3$82,000$0OUT OF SCHOOL ENRICHMENT
WATUPPA ROWING CENTER
PO BOX 3293FALL RIVERMA02722045380974501 (C)3$8,500$0OUT OF SCHOOL ENRICHMENT
YWCA SOUTHEASTERN MASS
20 S 6TH STNEW BEDFORDMA02740042104747501 (C)3$7,500$0FAMILY EDUCATION AND CHILDCARE; OUT OF SCHOOL ENRICHMENT
EAST BAY COMMUNITY ACTION
19 BROADWAYNEWPORTRI02840050310024501 (C)3$7,500$0COMMUNITY IMPACT
KATIE BROWN EDUCATIONAL PROGRAM
209 BEDFORD ST STE 302FALL RIVERMA02720450480658501 (C)3$8,000$0COMMUNITY IMPACT
TEACH FOR AMERICA
PO BOX 411359BOSTONMA02241133541913501 (C)3$50,000$0EDUCATION / YOUTH DEVELOPMENT
UASPIRE
31 MILK STBOSTONMA02109461314848501 (C)3$9,000$0COMMUNITY IMPACT
VETERANS ASSOC OF BRISTOL COUNTY
755 PINE STFALL RIVERMA02720042491918501 (C)3$12,000$0COMMUNITY IMPACT

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (14 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PRESENTED TO THE FINANCE COMITTEE BY A MEMBER OF THE ACCOUNTING FIRM. IT IS THEN REVIEWED BY THE ENTIRE BOARD OF DIRECTOS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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 15A 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 18ALL FORMS ARE AVAILABLE UPON REQUEST. FORM 990 IS ALSO AVAILABLE AT UNITED WAY OF GREATER FALL RIVER, INC'S WEBSITE WWW.UWGFR.ORG AND ON WWW.GUIDESTAR.ORG
FORM 990, PART VI, SECTION C, LINE 19RHW ORGANIZATION MAKES ITS FINANCIALS 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 STATEMETNS ARE ALSO AVAILABLE THROUGH GUIDESTAR.ORG AND THE COMMONWEALTH OF MASSACHUSETTSS DIVISION OF PUBLIC CHARITIES. GOVERNING DOCUMENTS ARE ALSO AVAILABLE VIA THE SECRETARY FOR THE COMMONWEALTH OF MASSACHUSETTS COPORATE 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 2CTHE AUDIT COMMITTEE PROVIDES OVERSIGHT OF THE AUDIT OF ITS FINANIAL 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.
FORM 990, PART 1, LINE 1DESCRIPTION OF ORGANIZATION 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 AND SUPPORT THEY NEED TO THRIVE. WE BELIEVE EVERYONE DESERVES OPPORTUNITIES FOR A GOOD LIFE: A QUALITY EDUCATION THAT LEADS TO SUSTAINING JOB OPPORTUNITIES, ENOUGH INCOME TO SUPPORT A FAMILY, AND A GOOD HEALTHY LIFESTYLE THAT INCREASES LIFE EXPECTANCY. WE FIGHT TO IMPROVE THE HEALTH, EDUCATION, AND ECONOMIC MOBILITY OF OUR CONSTITUENTS BY MOBILIZING THE POWER OF PEOPLE AND PARTNERSHIPS IN THE COMMUNITIES WE SERVE TO ADVANCE THE COMMON GOOD.
FORM 990, PART III, LINE 1DESCRIPTION OF ORGANIZATION MISSION: 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.
FORM 990, PART III, LINE 4BPROGRAM SERVICE ACCOMPLISHMENTS: IN THE GREATER FALL RIVER AREA, OVER 6,769 CALLS WERE FIELDED BY MASS 211. THE TOP THREE REQUESTS WERE FOR HOUSING/RENTAL ASSISTANCE, UTILITY ASSISTANCE, AND INCOME SUPPORT.
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 15A 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 18ALL FORMS ARE AVAILABLE UPON REQUEST. FORM 990 IS ALSO AVAILABLE AT UNITED WAY OF GREATER FALL RIVER, INC'S WEBSITE WWW.UWGFR.ORG AND ON WWW.GUIDESTAR.ORG.
FORM 990, PART VI, SECTION C, LINE 19THE 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.

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