COMMUNITY UNITED WAY OF PIONEER VALLEY INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY UNITED WAY OF PIONEER VALLEY INC (EIN 04-2152680)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202201369349313965
- Schema version
- 2020v4.2
- 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 | 2022-05-16T16:16:07-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042713795 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEYERS BROTHERS KALICKA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 WHITNEY AVE SUITE 800 | AddressLine1Txt |
| City | HOLYOKE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042152680 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF PIONEER | BusinessNameLine1Txt |
| Business Name Line2 | VALLEY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 4137372691 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1441 MAIN STREET SUITE 147 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL MINA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4137372691 | PhoneNum |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | MINA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUDY M D'AGOSTINO | PreparerPersonNm |
| PTIN | P00962620 | PTIN |
| Phone | 4135368510 | PhoneNum |
| Preparation | 2022-05-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAUL MINA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1441 MAIN STREET SUITE 147 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,976,538 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UWPV.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | MOBILIZE PEOPLE AND RESOURCES TO STRENGTHEN COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 13 | TotalEmployeeCnt |
| Total Volunteers | 22 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,432,205 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,423,607 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $18,323 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,719 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,181 | PYInvestmentIncomeAmt |
| CY Investment Income | $207,245 | CYInvestmentIncomeAmt |
| PY Other Revenue | $90,715 | PYOtherRevenueAmt |
| CY Other Revenue | $962 | CYOtherRevenueAmt |
| PY Total Revenue | $1,554,424 | PYTotalRevenueAmt |
| CY Total Revenue | $1,636,533 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $538,044 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $484,168 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $750,143 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $515,803 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $182,747 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $753,942 | PYOtherExpensesAmt |
| CY Other Expenses | $642,202 | CYOtherExpensesAmt |
| PY Total Expenses | $2,042,129 | PYTotalExpensesAmt |
| CY Total Expenses | $1,642,173 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$487,705 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,640 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,230,130 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,947,423 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $628,164 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $693,967 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,601,966 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,253,456 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE UNITED WAY OF PIONEER VALLEY MOBILIZES PEOPLE AND RESOURCES TO STRENGTHEN OUR COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | Yes (1) | SignificantChangeInd |
| Expense | $764,693 | ExpenseAmt |
| Grant | $415,668 | GrantAmt |
| Revenue | $4,888 | RevenueAmt |
| Desc | FUNDS DISBURSED TO 501(C)(3) ORGANIZATIONS FOR COMMUNITY SERVICES AND INITIATIVES. ESTIMATED NUMBER OF PEOPLE SERVED IN THE COMMUNITY IS 175,000. UNITED WAY OF PIONEER VALLEY ALSO PROVIDES SCHOLARSHIP FUNDS TO UNDERPRIVILEGED WOMEN FOR FINANCIAL SUPPORT TO HELP THEM PURSUE AND ACHIEVE THEIR ACADEMIC GOALS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $221,426 | ExpenseAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $146,112 | ExpenseAmt |
| Desc | CHICOPEE CUPBOARD: OPERATED A FOOD PANTRY IN CHICOPEE, MA WHICH WAS OPEN TO EVERYONE IN THE PIONEER VALLEY WITH THE GOAL OF OFFERING FOOD TO THOSE IN NEED. ASSISTED 193 FAMILIES, TOTALING NEARLY 500 PEOPLE, ENROLLED AS CLIENTS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)
| ExpenseExpenseAmt | DescDesc | GrantGrantAmt |
|---|---|---|
| $27,384 | MASS 2-1-1 IS A 24-HOUR ACCESSIBLE PHONE AND WEB-BASED REFERRAL SERVICE THAT LINKS PEOPLE IN NEED OF ASSISTANCE TO RESOURCES THAT CAN PROVIDE HELP. 2-1-1 CONNECTS PEOPLE TO IMPORTANT COMMUNITY SERVICES SUCH AS FOOD, CLOTHING, SHELTER ASSISTANCE, COUNSELING, CHILD CARE INFORMATION, LEGAL AND FINANCIAL SERVICES. UWPV IS A SIGNIFICANT UNDERWRITER/FUNDER OF MASS 2-1-1, SERVES ON ITS BOARD OF DIRECTORS, AND IS ACTIVELY ENGAGED IN STRENGTHENING THIS VITAL SERVICE TO LOCAL RESIDENTS AND AGENCIES IN THE REGION | |
| $6,848 | "STAY IN SCHOOL" CAMPAIGN: THE SPRINGFIELD COLLABORATION FOR CHANGE (SCC) IS A FIVE-YEAR INITIATIVE FOCUSED ON RAISING THE ACADEMIC ACHIEVEMENT OF SPRINGFIELD PUBLIC SCHOOL STUDENTS THROUGH THE DEVELOPMENT OF A COLLABORATIVE AND INTEGRATED SYSTEM OF SUPPORT. IT IS A UNIQUE PARTNERSHIP BETWEEN THE SPRINGFIELD PUBLIC SCHOOLS, THE SPRINGFIELD EDUCATION ASSOCIATION, COMMUNITY-BASED ORGANIZATIONS, AND PARENTS - ALL FOCUSED ON CHANGING THE WAY STUDENT LEARNING IS APPROACHED AND SUPPORTED. | $1,000 |
| $103,648 | 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 | $67,500 |
| $39,994 | WOMEN'S LEADERSHIP COUNCIL - CONNECTS PROFESSIONAL WOMEN TO ISSUES THAT IMPACT YOUNG WOMEN, GENERATIONALLY | |
| $1,510 | BLACK LIVES MATTER: GOAL IS TO WORK ALONGSIDE INDIVIDUALS TO COMBAT SYSTEMIC RACISM AND DISMANTLE WHITE SUPREMACY IN ALL ITS FORMS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $179,384 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $68,500 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $1,311,615 | 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 | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 13 | 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | MEGAN MOYNIHAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4136930220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1441 MAIN STREET | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 011081023 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DENIS GAGNON JR | ||||||
| CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVEN LOWELL | ||||||
| IMMEDIATE PAST CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JASON NEWMARK | ||||||
| VICE CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIAN SMITH | ||||||
| TREASURER | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DANIEL FINNEGAN | ||||||
| SECRETARY | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MICHAEL WEEKES | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BENNETT MARKENS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT GRODSKY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE ARWADY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL WARWICK | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| V VAN JOHNSON III | ||||||
| DIRECTOR THRU 6/30/21 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN PLANTE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LORA WONDOLOWSKI | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID GRIFFIN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DR CHRISTINA ROYAL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GREGORY SCHMIDT | ||||||
| DIRECTOR THRU 6/30/21 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE DIALESSI-LAFLEY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN O'CONNOR | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MATT MAGUIRE | ||||||
| DIRECTOR - START 10/22/20 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MOYAH SMITH | ||||||
| DIRECTOR - START 10/22/20 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MEGAN MOYNIHAN | ||||||
| DIRECTOR OF FINANCE | 28.00 | Yes (X) | $82,789 | $0 | $1,278 | |
| PAUL MINA | ||||||
| PRESIDENT & CEO | 16.00 | Yes (X) | $0 | $0 | $0 | |
| MOE EDWARDS | ||||||
| CFO | 8.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $82,789 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,278 | 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 |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF TRI-COUNTY | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46 PARK ST 2 | AddressLine1Txt |
| City | FRAMINGHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | PURCHASED SERVICES | ServicesDesc |
| Compensation | $120,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $287,627 | GovernmentGrantsAmt |
| All Other Contributions | $1,135,980 | AllOtherContributionsAmt |
| Total Contributions | $1,423,607 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,719 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,719 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,719 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,894 | TotalRevenueColumnAmt |
| Exclusion | $74,894 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $472,356 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $340,005 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $132,351 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $132,351 | TotalRevenueColumnAmt |
| Exclusion | $132,351 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| OTHER | 900099 | $793 | $793 | |
| EXPENSE REIMBURSEMENT | 900099 | $169 | $169 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $962 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,636,533 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,888 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $208,038 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $484,168 | TotalAmt |
| Program Services | $484,168 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,215 | TotalAmt |
| Program Services | $23,595 | ProgramServicesAmt |
| Management And General | $34,025 | ManagementAndGeneralAmt |
| Fundraising | $23,595 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,940 | TotalAmt |
| Program Services | $278,291 | ProgramServicesAmt |
| Fundraising | $55,649 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,571 | TotalAmt |
| Program Services | $12,724 | ProgramServicesAmt |
| Fundraising | $1,847 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,163 | TotalAmt |
| Program Services | $26,189 | ProgramServicesAmt |
| Management And General | $3,034 | ManagementAndGeneralAmt |
| Fundraising | $5,940 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,914 | TotalAmt |
| Program Services | $33,040 | ProgramServicesAmt |
| Management And General | $4,804 | ManagementAndGeneralAmt |
| Fundraising | $13,070 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,000 | TotalAmt |
| Program Services | $120,000 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,600 | TotalAmt |
| Management And General | $41,600 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,351 | TotalAmt |
| Management And General | $21,351 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,606 | TotalAmt |
| Program Services | $14,955 | ProgramServicesAmt |
| Fundraising | $26,651 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,359 | TotalAmt |
| Program Services | $3,748 | ProgramServicesAmt |
| Management And General | $682 | ManagementAndGeneralAmt |
| Fundraising | $13,929 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,137 | TotalAmt |
| Program Services | $33,150 | ProgramServicesAmt |
| Management And General | $10,803 | ManagementAndGeneralAmt |
| Fundraising | $9,184 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $117,336 | TotalAmt |
| Program Services | $90,184 | ProgramServicesAmt |
| Management And General | $13,576 | ManagementAndGeneralAmt |
| Fundraising | $13,576 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $936 | TotalAmt |
| Program Services | $385 | ProgramServicesAmt |
| Management And General | $18 | ManagementAndGeneralAmt |
| Fundraising | $533 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,143 | TotalAmt |
| Program Services | $15,143 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,650 | TotalAmt |
| Program Services | $15,785 | ProgramServicesAmt |
| Management And General | $6,564 | ManagementAndGeneralAmt |
| Fundraising | $6,301 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,430 | TotalAmt |
| Program Services | $18,852 | ProgramServicesAmt |
| Management And General | $5,788 | ManagementAndGeneralAmt |
| Fundraising | $4,790 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DESIGNATED FUNDS | $93,277 | $93,277 | ||
| MA 211 FEES | $27,384 | $27,384 | ||
| DUES AND SUBSCRIPTIONS | $13,553 | $13,553 | ||
| EQUIP R&M | $7,496 | $1,134 | $6,362 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,944 | TotalAmt |
| Program Services | $7,192 | ProgramServicesAmt |
| Management And General | $4,432 | ManagementAndGeneralAmt |
| Fundraising | $1,320 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,642,173 | TotalAmt |
| Program Services | $1,311,615 | ProgramServicesAmt |
| Management And General | $147,811 | ManagementAndGeneralAmt |
| Fundraising | $182,747 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $889,072 | BOYAmt |
| EOY | $745,039 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,446 | BOYAmt |
| EOY | $18,972 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $368,317 | BOYAmt |
| EOY | $330,286 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,750 | BOYAmt |
| EOY | $6,125 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,243 | BOYAmt |
| EOY | $20,843 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $416,629 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $365,309 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,970 | BOYAmt |
| EOY | $51,320 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,431,091 | BOYAmt |
| EOY | $2,999,548 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,570 | BOYAmt |
| EOY | $128,109 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,300,671 | BOYAmt |
| EOY | $1,647,181 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,230,130 | BOYAmt |
| EOY | $5,947,423 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,704 | BOYAmt |
| EOY | $17,778 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $336,013 | BOYAmt |
| EOY | $350,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,201 | BOYAmt |
| EOY | $166,432 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,000 | BOYAmt |
| EOY | $116,665 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,246 | BOYAmt |
| EOY | $43,092 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $628,164 | BOYAmt |
| EOY | $693,967 | 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 | $2,994,511 | BOYAmt |
| EOY | $3,390,828 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,607,455 | BOYAmt |
| EOY | $1,862,628 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,601,966 | BOYAmt |
| EOY | $5,253,456 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,230,130 | BOYAmt |
| EOY | $5,947,423 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$5,640 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $409,103 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $248,027 | 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 | $2,393,417 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,185,331 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,126,728 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,432,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,423,607 | CurrentTaxYearAmt |
| Total | $9,561,288 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,393,417 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,185,331 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,126,728 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,432,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,423,607 | CurrentTaxYearAmt |
| Total | $9,561,288 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $391,483 | SubstantialContributorsTotAmt |
| Public Support Total170 | $9,169,805 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $45,515 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $70,417 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $78,631 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $54,159 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $74,894 | CurrentTaxYearAmt |
| Total | $323,616 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,361 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,890 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,497 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,914 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $793 | CurrentTaxYearAmt |
| Total | $96,455 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,981,359 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $314,263 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.91870 | PublicSupportCY170Pct |
| Public Support PY170 | 0.92150 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,832,971 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $958,199 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $16,693 | AdministrativeExpensesAmt |
| End Year Balance | $4,774,477 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,119,681 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $28,994 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $300,000 | OtherExpendituresAmt |
| Administrative Expenses | $15,704 | AdministrativeExpensesAmt |
| End Year Balance | $3,832,971 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,600,495 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $142,145 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $600,000 | OtherExpendituresAmt |
| Administrative Expenses | $22,959 | AdministrativeExpensesAmt |
| End Year Balance | $4,119,681 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,517,303 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $302,329 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $200,000 | OtherExpendituresAmt |
| Administrative Expenses | $19,137 | AdministrativeExpensesAmt |
| End Year Balance | $4,600,495 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,294,627 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $440,579 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $200,000 | OtherExpendituresAmt |
| Administrative Expenses | $17,903 | AdministrativeExpensesAmt |
| End Year Balance | $4,517,303 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.61090 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.36230 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02680 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $156,238 | OtherCostOrOtherBasisAmt |
| Depreciation | $134,585 | DepreciationAmt |
| Book Value | $21,653 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $260,391 | OtherCostOrOtherBasisAmt |
| Depreciation | $230,724 | DepreciationAmt |
| Book Value | $29,667 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $51,320 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | $1,646,820 |
| INTEREST AND DIVIDENDS RECEIVABLE | $361 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,647,181 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED VACATION | Desc |
| Amt | $43,092 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $43,092 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,229,902 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $409,103 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $36,880 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $346,510 | OtherRevenueAmt |
| Revenue Not Reported | $792,493 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,437,409 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $21,351 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $177,773 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $199,124 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,636,533 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,345,449 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $36,880 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $13,987 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $50,867 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,294,582 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $21,351 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $326,240 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $347,591 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,642,173 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE UNITED WAY RECEIVES FUNDS THAT ARE SPECIFICALLY DESIGNATED BY DONORS TO GO TO OTHER ORGANIZATIONS. THESE FUNDS, LESS AN ADMINISTRATIVE FEE, ARE NOT RECORDED AS GAAP REVENUE BY THE UNITED WAY BUT RATHER AS A LIABILITY. |
| PART X, LINE 2: | A TAX POSITION IS DEEMED TO INCLUDE SUCH THINGS AS THE ORGANIZATION'S TAX EXEMPT STATUS, UNRELATED BUSINESS INCOME AND THE METHODOLOGIES FOR ALLOCATING EXPENSES TO UNRELATED BUSINESS INCOME STREAMS. MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION. THE UNITED WAY'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR ALL YEARS ENDING ON OR AFTER JUNE 30, 2018. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 346,510. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | NET LOSSES FROM UNCOLLECTIBLE PLEDGES 84,496. DONOR CHOICE CONTRIBUTIONS REPORTED AS REVENUE ON 990 93,277. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN ACCRUED GRANTS PAYABLE 13,987. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DONOR CHOICE CONTRIBUTIONS PAID OUT AS GRANTS 93,277. AMOUNTS PAID OUT TO HEALING RASCISM INSTITUTE SHOWN AS GRANT EXPENSE ON 990 232,963. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF SPRINGFIELD CAREW HILL | |||||||
| 481 CAREW STREET | SPRINGFIELD | MA | 011042362 | 041858620 | 501( C )(3) | $11,295 | COMMUNITY SERVICE |
| YMCA OF GREATER SPRINGFIELD | |||||||
| 275 CHESTNUT STREET | SPRINGFIELD | MA | 011043562 | 041859893 | 501( C )(3) | $10,387 | COMMUNITY SERVICE |
| HEALING RACISM INSTITUTE OF PIONEER VALLEY | |||||||
| ONE MONARCH PLACE SUITE 1300 | SPRINGFIELD | MA | 011441300 | 501( C )(3) | $232,963 | COMMUNITY SERVICE | |
| SPRINGFIELD DAY NURSERY CORPORATION | |||||||
| 1095 MAIN STREET | SPRINGFIELD | MA | 01103 | 042103855 | 501( C )(3) | $11,001 | COMMUNITY SERVICE |
| SOUTH END COMMUNITY CENTER | |||||||
| 64 MORRIS STREET | SPRINGFIELD | MA | 01103 | 042103854 | 501( C )(3) | $17,000 | COMMUNITY SERVICE |
| MLK FAMILY SERVICES | |||||||
| 106 WILBRAHAM ROAD | SPRINGFIELD | MA | 01109 | 042647035 | 501( C )(3) | $16,948 | COMMUNITY SERVICE |
| BOYS & GIRLS CLUB FAMILY CENTER | |||||||
| 100 ACORN STREET | SPRINGFIELD | MA | 01109 | 042105940 | 501( C )(3) | $8,588 | COMMUNITY SERVICE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | TWO NEW PROGRAMS WERE STARTED IN THIS FISCAL YEAR. A FOOD PANTRY AND BLACK LIVES MATTER PROGRAM. THE FOOD PROGRAM WAS STARTED WITH THE GOAL OF PROVIDING FOOD RESOURCES TO THE COMMUNITY FOR THOSE IN NEED. |
| FORM 990, PART III, LINE 3 | THE HEALING RACISM INSTITUTE OF PIONEER VALLEY (THE INSTITUTE) WAS FORMERLY A PROGRAM ADMINISTERED BY THE UNITED WAY. IN PREVIOUS YEARS, THE RESULTS OF THE INSTITUTE'S OPERATIONS HAD BEEN REFLECTED IN THE UNITED WAY'S FINANCIAL STATEMENTS. IN 2020, THE INSTITUTE'S BOARD OF DIRECTORS ANNOUNCED THEIR INTENTION TO FILE FOR 501(C)3 STATUS AND BECOME A SEPARATE NON-PROFIT ORGANIZATION. ON JULY 1, 2020, THE INSTITUTE SEPARATED FROM THE UNITED WAY. UPON SEPARATION, THE UNITED WAY TRANSFERRED NET ASSETS RELATED TO THE INSTITUTE TO THIS ORGANIZATION AND IN FISCAL YEAR 2021, THE FINANCIAL RESULTS OF THE HEALING RACISM INSTITUTE OF PIONEER VALLEY ARE NO LONGER REFLECTED IN THE UNITED'S FINANCIAL STATEMENTS. THE ORGANIZATION'S OPERATIONS ARE NO LONGER AFFILIATED. |
| FORM 990, PART VI, SECTION A, LINE 3 | ON OCTOBER 1, 2018, THE ORGANIZATION SIGNED A MANAGEMENT AND OPERATIONS AGREEMENT (THE "AGREEMENT") WITH THE UNITED WAY OF TRI-COUNTY, INC. ("UWTC"). UNDER THE AGREEMENT, THE ORGANIZATION ENGAGED THE UWTC TO MANAGE CERTAIN OF ITS OPERATIONS, INCLUDING PROVIDING CEO AND CFO SERVICES. THE COST FOR THE COMPREHENSIVE SERVICES PROVIDED IS 10% OF GROSS REVENUE, PAYABLE MONTHLY. EITHER PARTY CAN TERMINATE THIS AGREEMENT WITHOUT CAUSE WITH 120 DAYS PRIOR WRITTEN NOTICE OF TERMINATION TO THE OTHER PARTY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE DIRECTOR OF FINANCE AND CEO WILL REVIEW THE 990 PRIOR TO FILING; A COPY OF THE 990 WILL BE PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL DIRECTORS AND OFFICERS ARE REQUIRED TO DISCLOSE ANNUALLY AND UPON ELECTION ALL CONFLICTS. ANY OFFICER WITH A POTENTIAL CONFLICT OF INTEREST MUST DISCLOSE THE MATERIAL FACTS TO THE EXECUTIVE DIRECTOR OR THE CHAIR OF EXECUTIVE COMMITTEE AND RECUSE HIMSELF/HERSELF FROM THE BOARD MEETING WHILE THE TRANSACTION IS BEING DISCUSSED AND VOTED UPON. |
| FORM 990, PART VI, SECTION B, LINE 15 | LINE 15A: ON OCTOBER 1, 2018, THE ORGANIZATION SIGNED A MANAGEMENT AND OPERATIONS AGREEMENT (THE "AGREEMENT") WITH THE UNITED WAY OF TRI-COUNTY, INC. ("UWTC"). UNDER THE AGREEMENT, THE ORGANIZATION ENGAGED THE UWTC TO MANAGE CERTAIN OF ITS OPERATIONS, INCLUDING PROVIDING CEO AND CFO SERVICES. THE COST FOR THE COMPREHENSIVE SERVICES PROVIDED IS 10% OF GROSS REVENUE, PAYABLE MONTHLY. EITHER PARTY CAN TERMINATE THIS AGREEMENT WITHOUT CAUSE WITH 120 DAYS PRIOR WRITTEN NOTICE OF TERMINATION TO THE OTHER PARTY. LINE 15B: THE ORGANIZATION UTILIZED A THIRD PARTY TO CONDUCT AN EXECUTIVE COMPENSATION STUDY. THE RESULTS WERE SHARED WITH THE HUMAN RESOURCE AND EXECUTIVE COMMITTEES FOR ACTION. |
| 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 346,510. NET LOSSES FROM UNCOLLECTIBLE PLEDGES -84,496. CHANGE IN ACCRUED GRANTS PAYABLE-SCHEDULE I PRESENTED ON CASH BASIS -13,987. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MARY E SPOONER TUW CO BANK OF AMERICA | ||||||||||
| 1414 MAIN STREET | SPRINGFIELD | MA | 01144 | CHARITABLE TRUST | MA | UNITED WAY OF PIONEER VALLEY | T | $407,784 | 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 | $604,487 | 0.80000 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |