2025-05-15T20:31:57-05:00 2024-06-30 042713795 MEYERS BROTHERS KALICKA PC 330 WHITNEY AVE SUITE 800 HOLYOKE MA 01040 990 2023-07-01 042152680 UNITED WAY OF PIONEER VALLEY INC UNIT 4137372691 1441 MAIN STREET SUITE 147 SPRINGFIELD MA 01103 MEGAN L MOYNIHAN PRESIDENT & CEO 4136930220 2025-05-15 1 0 RUDY M D'AGOSTINO P00962620 4135368510 2025-05-15 2023 2025-03-06 01:10:19Z MEGAN MOYNIHAN 1441 MAIN STREET SUITE 147 SPRINGFIELD MA 01103 2490446 0 X WWW.UWPV.ORG X 1950 MA MOBILIZE PEOPLE AND RESOURCES TO STRENGTHEN COMMUNITIES. 12 12 14 2100 0 0 1511898 2062939 54845 86024 58999 88780 10450 7925 1636192 2245668 148372 907115 0 0 739698 741660 0 0 220361 859783 736918 1747853 2385693 -111661 -140025 5316205 5409199 974620 603192 4341585 4806007 X THE UNITED WAY OF PIONEER VALLEY MOBILIZES PEOPLE AND RESOURCES TO STRENGTHEN OUR COMMUNITIES. THE ORGANIZATION TARGETS THE COMMUNITY'S MOST PRESSING NEEDS AND FOCUSES RESOURCES, COMMUNITY PARTNERSHIPS, AND THE ENERGY OF VOLUNTEERS TO CREATE MEASURABLE RESULTS. 0 0 1540566 907115 85024 UNITED WAY OF PIONEER VALLEY PROVIDES ACCESS TO EMERGENCY SUPPORT SERVICES AND ASSISTANCE VIA ITS SERVICE CENTERS LOCATED IN CHICOPEE, HOLYOKE AND SPRINGFIELD, MA. IT PROVIDED APPROXIMATELY 18,000 HOUSEHOLDS WITH ACCESS TO BASIC NEEDS SERVICES INCLUDING REFERRAL SERVICES TO OTHER LOCAL AGENCY PARTNERS, AS WELL AS ACCESS TO EMERGENCY FOOD PANTRIES AT ALL THREE LOCATIONS. 164743 1000 THRIVE PROGRAM: GOAL IS TO STRENGTHEN THE FINANCIAL CAPACITY OF COMMUNITY COLLEGE STUDENTS AND AREA RESIDENTS BY PROMOTING, SUPPORTING, THROUGH COMMUNITY COLLABERATIVE EFFORTS, ACCESS TO A ONE-STOP CENTER OFFERING FINANCIAL LITERACY AND COACHING, WORKFORCE DEVELOPMENT SERVICES, AND PUBLIC BENEFIT SCREENING AND ENROLLMENT. FREE SERVICES ARE OFFERED THAT INCLUDE MONEY SKILLS CLASSES, WORKFORCE DEVELOPMENT TRAINING WORKSHOPS, FREE TAX PREPARATION, AND EFFECTIVE COMMUNITY RESOURCE REFERRALS. 96600 THE WESTERN MASS. NETWORK TO END HOMELESSNESS (WMNEH) IS A COLLABORATION THAT INCLUDES DOZENS OF SERVICE PROVIDERS, MUNICIPALITIES AND STATE AGENCIES IN THE FOUR COUNTIES OF WESTERN MASSACHUSETTS - HAMPDEN, HAMPSHIRE, FRANKLIN AND BERKSHIRE COUNTIES. THE NETWORK SEEKS TO MAXIMIZE COLLABORATION, RESOURCES AND BEST PRACTICES IN SERVING THE NEEDS OF PEOPLE WHO ARE HOMELESS. HOUSING FIRST FORMS THE BASIS FOR THE NEW APPROACH TO SOLVING HOMELESSNESS AND THE NETWORK IS SPEARHEADING ITS IMPLEMENTATION ACROSS THE REGION. THIS APPROACH SEEKS TO PRESERVE OR PROVIDE HOUSING FIRST, WITH THE APPROPRIATE SUPPORT SERVICES TO GO WITH IT, IN ORDER TO EFFECTIVELY REDUCE HOMELESSNESS. THE HOUSING FIRST APPROACH HAS A PROVEN TRACK RECORD OF SUCCESS ACROSS THE COUNTRY, INCLUDING RIGHT HERE IN WESTERN MASSACHUSETTS. UWPV PROVIDES FINANCIAL SUPPORT FOR THE NETWORK, IS ITS FISCAL SPONSOR, AND SERVES ON THE NETWORK'S LEADERSHIP COUNCIL. THE WESTERN MASS. NETWORK TO END HOMELESSNESS (WMNEH) IS A COLLABORATION THAT INCLUDES DOZENS OF SERVICE PROVIDERS, MUNICIPALITIES AND STATE AGENCIES IN THE FOUR COUNTIES OF WESTERN MASSACHUSETTS - HAMPDEN, HAMPSHIRE, FRANKLIN AND BERKSHIRE COUNTIES. THE NETWORK SEEKS TO MAXIMIZE COLLABORATION, RESOURCES AND BEST PRACTICES IN SERVING THE NEEDS OF PEOPLE WHO ARE HOMELESS. HOUSING FIRST FORMS THE BASIS FOR THE NEW APPROACH TO SOLVING HOMELESSNESS AND THE NETWORK IS SPEARHEADING ITS IMPLEMENTATION ACROSS THE REGION. THIS APPROACH SEEKS TO PRESERVE OR PROVIDE HOUSING FIRST, WITH THE APPROPRIATE SUPPORT SERVICES TO GO WITH IT, IN ORDER TO EFFECTIVELY REDUCE HOMELESSNESS. THE HOUSING FIRST APPROACH HAS A PROVEN TRACK RECORD OF SUCCESS ACROSS THE COUNTRY, INCLUDING RIGHT HERE IN WESTERN MASSACHUSETTS. UWPV PROVIDES FINANCIAL SUPPORT FOR THE NETWORK, IS ITS FISCAL SPONSOR, AND SERVES ON THE NETWORK'S LEADERSHIP COUNCIL. 48851 WOMEN'S LEADERSHIP COUNCIL - CONNECTS PROFESSIONAL WOMEN TO ISSUES THAT IMPACT YOUNG WOMEN, GENERATIONALLY 48851 1850760 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 9 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MA X X MEGAN MOYNIHAN 4136930220 1441 MAIN STREET SPRINGFIELD MA 011081023 DENIS GAGNON JR DIRECTOR 2.00 X 0 0 0 JASON NEWMARK IMMEDIATED PAST CHAIR 2.00 X X 0 0 0 DANIEL FINNEGAN SECRETARY 2.00 X X 0 0 0 SCOTT GRODSKY CHAIRPERSON 2.00 X X 0 0 0 DAVID GRIFFIN DIRECTOR 2.00 X 0 0 0 SUSAN O'CONNOR DIRECTOR 2.00 X 0 0 0 MATTHEW MAGUIRE DIRECTOR 2.00 X X 0 0 0 MOYAH SMITH TREASURER 2.00 X 0 0 0 JOHN BAKER DIRECTOR 2.00 X 0 0 0 SARAH REECE DIRECTOR 2.00 X 0 0 0 RAUL MATTA DIRECTOR 2.00 X 0 0 0 LAURA MCLAUGHLIN DIRECTOR 2.00 X 0 0 0 MEGAN MOYNIHAN PRESIDENT & CEO 35.00 X 126638 0 7610 MOE EDWARDS CFO 4.00 X 0 0 0 126638 0 7610 1 0 0 0 0 155474 1907465 784115 2062939 ADMINISTRATIVE FEES 900099 47479 47479 MISC PROGRAM REVENUE 624200 33823 33823 MEMBERSHIP FEES 624200 4722 4722 86024 82997 82997 250000 244217 5783 5783 5783 5831 561 5270 5270 OTHER 900099 2655 2655 2655 2245668 86024 0 96705 123000 123000 784115 784115 123923 74354 30981 18588 491390 306813 65112 119465 26778 10866 14008 1904 31837 12389 17120 2328 67732 47209 5652 14871 42000 42000 20697 20697 168271 114171 47462 6638 21244 7628 4138 9478 119491 75078 15142 29271 194821 184307 2004 8510 12398 11141 798 459 45230 36768 2369 6093 15182 15182 5238 4776 132 330 18554 14230 3074 1250 FOOD SUPPLIES 29003 29003 MISC. EXPENSE 26851 7098 19753 EQUIPMENT REPAIR & MAIN 9911 6501 2894 516 MEMBERSHIP DUES 8027 1313 6054 660 2385693 1850760 314572 220361 277212 302182 293 6968 400720 436354 0 0 31145 14165 348413 332778 20873 15635 2544895 2526448 118649 130513 1922418 1976934 5316205 5409199 39496 73381 144668 0 188604 0 601852 529811 974620 603192 X 2755997 3079383 1585588 1726624 4341585 4806007 5316205 5409199 X -140025 175336 429111 X X 0 1 X 1 0 X 1432205 1423607 1167748 1511898 2062939 7598397 1432205 1423607 1167748 1511898 2062939 7598397 324269 7274128 54159 74894 56232 61225 82997 329507 1914 793 2521 5450 5831 16509 7944413 266761 0.91560 0.91100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 4047784 393286 250000 20697 4170373 3916261 351969 200000 20446 4047784 4774477 -739366 100000 18850 3916261 3832971 958199 16693 4774477 4119681 28994 300000 15704 3832971 0.61000 0.36000 0.03000 1 0 156238 150508 5730 192175 182270 9905 15635 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 1513412 RIGHT OF USE ASSET 463522 1976934 ACCRUED PAYROLL AND VACATION PAY 45644 LEASE LIABILITY 484167 529811 X 3219949 175336 389970 429672 994978 2224971 20697 20697 2245668 2755527 389970 561 390531 2364996 20697 20697 2385693 PART X, LINE 2: A TAX POSITION IS DEEMED TO INCLUDE SUCH THINGS AS THE ORGANIZATION'S TAX EXEMPT STATUS, UNRELATED BUSINESS INCOME AND THE METHODOLOGIES FOR ALLOCATING EXPENSES TO UNRELATED BUSINESS INCOME STREAMS. MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION. THE UNITED WAY'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR ALL YEARS ENDING ON OR AFTER JUNE 30, 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 129,172. GRANTS PAYABLE WRITE OFF 299,939. FUNDRAISING EXPENSES 561. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 561. 1 SPRINGFIELD 5A BULLDOGS INC 55 CHRISTOPHER LANE FEEDING HILLS MA 01030 465624916 501(C)(3) 25000 0 SUPPORT THE VITAL WORK OF NONPROFIT SERVICE AGENCIES IN THE CITY OF SPRINGFIELDFINANCIAL ASSISTANCE COLLECTIVELY RECOGNIZING EMPOWERMENT (CREW) 203 WRENTHAM ROAD SPRINGFIELD MA 01119 811318939 501(C)(3) 10000 0 SUPPORT THE VITAL WORK OF NONPROFIT SERVICE AGENCIES IN THE CITY OF SPRINGFIELD COMMONWEALTH MURAL COLLABORATIVE 59 GRANBY HEIGHTS GRANBY MA 01033 832022617 501(C)(3) 20000 0 SUPPORT THE VITAL WORK OF NONPROFIT SERVICE AGENCIES IN THE CITY OF SPRINGFIELD URBAN LEAGUE OF SPRINGFIELD 1 FEDERAL STREET BLDG 111-3 SPRINGFIELD MA 01105 042133248 501(C)(3) 10000 0 SUPPORT THE VITAL WORK OF NONPROFIT SERVICE AGENCIES IN THE CITY OF SPRINGFIELD URBAN IMPACT INITIATIVE MA 187 WESTMINSTER STREET SPRINGFIELD MA 01109 882475699 501(C)(3) 20000 0 SUPPORT THE VITAL WORK OF NONPROFIT SERVICE AGENCIES IN THE CITY OF SPRINGFIELD COMMUNITY ACTION OF PIONEER VALLEY 393 MAIN STREET GREENFIELD MA 01301 042384972 501(C)(3) 18000 0 SUPPORT THE VITAL WORK OF NONPROFIT SERVICE AGENCIES IN THE CITY OF SPRINGFIELD AFRICAN DISPORA MENTAL HEALTH ASSOCIATION 605 STATE STREET SPRINGFIELD MA 01109 455355477 501(C)(3) 20000 0 SUPPORT THE VITAL WORK OF NONPROFIT SERVICE AGENCIES IN THE CITY OF SPRINGFIELD 7 FOOD ASSISTANCE VIA FOOD PANTRY 14000 784115 ESTIMATED COST OF FOOD FOOD GRANT FOR NEEDY PART I, LINE 2: A COMMITTEE IS FORMED THAT REVIEWS ALL GRANT APPLICATIONS FOR AGENCY ALLOCATIONS. GRANTS ARE ONLY MADE TO PUBLIC CHARITIES THAT HAVE BEEN APPROVED BY THE IRS AS 501(C)(3) ORGANIZATIONS AND/OR PUBLIC SCHOOLS OR STATE COLLEGES. IN ADDITION, THE GRANTEE ORGANIZATION MUST PROVIDE AUDITED FINANCIAL STATEMENTS TO THE UNITED WAY. ANY ORGANIZATION THAT RECEIVES GRANT FUNDS OR ASSISTANCE FROM THE UNITED WAY MUST SIGN A MEMORANDUM OF UNDERSTANDING AND PROVIDE THE UNITED WAY WITH A COPY OF THE BOARD OF DIRECTORS' MINUTES APPROVING THE CONDITIONS OF THE MOU. X 1 784115 ESTIMATED COST OF FOOD 0 0 0 0 PART I, COLUMN (B): FOOD WAS DONATED BY THE FOOD BANK OF WESTERN MASSACHUSETTS, WHICH IS A 501(C)(3) ORGANIZATION. PART II; LINE 19 VALUATION UWPV RECEIVED 563,377 POUNDS OF FOOD VALUED AT $0.72 PER POUND FORM 990, PART VI, SECTION B, LINE 11B THE CFO AND CEO WILL REVIEW THE 990 PRIOR TO FILING; A COPY OF THE 990 WILL BE PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL DIRECTORS AND OFFICERS ARE REQUIRED TO DISCLOSE ANNUALLY AND UPON ELECTION ALL CONFLICTS. ANY OFFICER WITH A POTENTIAL CONFLICT OF INTEREST MUST DISCLOSE THE MATERIAL FACTS TO THE EXECUTIVE DIRECTOR OR THE CHAIR OF EXECUTIVE COMMITTEE AND RECUSE HIMSELF/HERSELF FROM THE BOARD MEETING WHILE THE TRANSACTION IS BEING DISCUSSED AND VOTED UPON. FORM 990, PART VI, SECTION B, LINE 15 LINE 15A: THE COMPENSATION OF THE CEO AND EXECUTIVE DIRECTOR IS DETERMINED BY INDEPENDENT PERSONS BY USING COMPARABLE DATA IN ORDER TO MAKE A DECISION IN THIS MATTER. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S 990 AND 1023 ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 129,172. PRIOR PERIOD ADJUSTMENT OF AGENCY AND COMMUNITY DESIGNATIONS PAYABLE 299,939. PART XIII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED FROM THE PRIOR YEAR, ITS OVERSIGHT PROCESS OR SELECTION PROCESS FOR THE AUDIT OF ITS FINANCIAL STATEMENTS. MARY E SPOONER TUW CO BANK OF AMERICA 1414 MAIN STREET SPRINGFIELD MA 01144 CHARITABLE TRUST MA UNITED WAY OF PIONEER VALLEY T 17395 378522 1.00000 0 TUW FRANK E WHEELER FB COMMUNITY CO BANK OF AMERICA 1414 MAIN STREET SPRINGFIELD MA 01144 CHARITABLE TRUST MA UNITED WAY OF PIONEER VALLEY T 18308 682958 0.80000 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0