2022-05-16T16:16:07-05:00 2021-06-30 042713795 MEYERS BROTHERS KALICKA PC 330 WHITNEY AVE SUITE 800 HOLYOKE MA 01040 990 2020-07-01 042152680 UNITED WAY OF PIONEER VALLEY INC UNIT 4137372691 1441 MAIN STREET SUITE 147 SPRINGFIELD MA 01103 PAUL MINA PRESIDENT 4137372691 2022-05-16 1 PAUL MINA 999009999 RUDY M D'AGOSTINO P00962620 4135368510 2022-05-16 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z PAUL MINA 1441 MAIN STREET SUITE 147 SPRINGFIELD MA 01103 1976538 0 X WWW.UWPV.ORG X 1950 MA MOBILIZE PEOPLE AND RESOURCES TO STRENGTHEN COMMUNITIES. 18 18 13 22 0 0 1432205 1423607 18323 4719 13181 207245 90715 962 1554424 1636533 538044 484168 0 0 750143 515803 0 0 182747 753942 642202 2042129 1642173 -487705 -5640 5230130 5947423 628164 693967 4601966 5253456 X THE UNITED WAY OF PIONEER VALLEY MOBILIZES PEOPLE AND RESOURCES TO STRENGTHEN OUR COMMUNITIES. 1 1 764693 415668 4888 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. 221426 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. 146112 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. 27384 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 6848 1000 "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. 103648 67500 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 39994 WOMEN'S LEADERSHIP COUNCIL - CONNECTS PROFESSIONAL WOMEN TO ISSUES THAT IMPACT YOUNG WOMEN, GENERATIONALLY 1510 BLACK LIVES MATTER: GOAL IS TO WORK ALONGSIDE INDIVIDUALS TO COMBAT SYSTEMIC RACISM AND DISMANTLE WHITE SUPREMACY IN ALL ITS FORMS. 179384 68500 1311615 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 2 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X MEGAN MOYNIHAN 4136930220 1441 MAIN STREET SPRINGFIELD MA 011081023 DENIS GAGNON JR CHAIR 2.00 X X 0 0 0 STEVEN LOWELL IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 JASON NEWMARK VICE CHAIR 2.00 X X 0 0 0 BRIAN SMITH TREASURER 2.00 X X 0 0 0 DANIEL FINNEGAN SECRETARY 2.00 X X 0 0 0 MICHAEL WEEKES DIRECTOR 2.00 X 0 0 0 BENNETT MARKENS DIRECTOR 2.00 X 0 0 0 SCOTT GRODSKY DIRECTOR 2.00 X 0 0 0 GEORGE ARWADY DIRECTOR 2.00 X 0 0 0 DANIEL WARWICK DIRECTOR 2.00 X 0 0 0 V VAN JOHNSON III DIRECTOR THRU 6/30/21 2.00 X 0 0 0 KATHLEEN PLANTE DIRECTOR 2.00 X 0 0 0 LORA WONDOLOWSKI DIRECTOR 2.00 X 0 0 0 DAVID GRIFFIN DIRECTOR 2.00 X 0 0 0 DR CHRISTINA ROYAL DIRECTOR 2.00 X 0 0 0 GREGORY SCHMIDT DIRECTOR THRU 6/30/21 2.00 X 0 0 0 JULIE DIALESSI-LAFLEY DIRECTOR 2.00 X 0 0 0 SUSAN O'CONNOR DIRECTOR 2.00 X 0 0 0 MATT MAGUIRE DIRECTOR - START 10/22/20 2.00 X 0 0 0 MOYAH SMITH DIRECTOR - START 10/22/20 2.00 X 0 0 0 MEGAN MOYNIHAN DIRECTOR OF FINANCE 28.00 X 82789 0 1278 PAUL MINA PRESIDENT & CEO 16.00 X 0 0 0 MOE EDWARDS CFO 8.00 X 0 0 0 82789 0 1278 0 0 0 0 UNITED WAY OF TRI-COUNTY 46 PARK ST 2 FRAMINGHAM MA 01702 PURCHASED SERVICES 120000 1 287627 1135980 1423607 ADMINISTRATIVE FEES 900099 4719 4719 4719 74894 74894 472356 340005 132351 132351 132351 OTHER 900099 793 793 EXPENSE REIMBURSEMENT 900099 169 169 962 1636533 4888 0 208038 484168 484168 81215 23595 34025 23595 333940 278291 55649 14571 12724 1847 35163 26189 3034 5940 50914 33040 4804 13070 120000 120000 41600 41600 21351 21351 41606 14955 26651 18359 3748 682 13929 53137 33150 10803 9184 117336 90184 13576 13576 936 385 18 533 15143 15143 28650 15785 6564 6301 29430 18852 5788 4790 DESIGNATED FUNDS 93277 93277 MA 211 FEES 27384 27384 DUES AND SUBSCRIPTIONS 13553 13553 EQUIP R&M 7496 1134 6362 12944 7192 4432 1320 1642173 1311615 147811 182747 889072 745039 13446 18972 368317 330286 27750 6125 18243 20843 416629 365309 79970 51320 2431091 2999548 101570 128109 1300671 1647181 5230130 5947423 35704 17778 336013 350000 55201 166432 159000 116665 42246 43092 628164 693967 X 2994511 3390828 1607455 1862628 4601966 5253456 5230130 5947423 X -5640 409103 248027 X X 0 1 X 1 0 X 2393417 2185331 2126728 1432205 1423607 9561288 2393417 2185331 2126728 1432205 1423607 9561288 391483 9169805 45515 70417 78631 54159 74894 323616 36361 53890 3497 1914 793 96455 9981359 314263 0.91870 0.92150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 3832971 958199 0 16693 4774477 4119681 28994 300000 15704 3832971 4600495 142145 600000 22959 4119681 4517303 302329 200000 19137 4600495 4294627 440579 200000 17903 4517303 0.61090 0.36230 0.02680 1 0 156238 134585 21653 260391 230724 29667 51320 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 1646820 INTEREST AND DIVIDENDS RECEIVABLE 361 1647181 ACCRUED VACATION 43092 43092 X 2229902 409103 36880 346510 792493 1437409 21351 177773 199124 1636533 1345449 36880 13987 50867 1294582 21351 326240 347591 1642173 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. 1 BOYS & GIRLS CLUB OF SPRINGFIELD CAREW HILL 481 CAREW STREET SPRINGFIELD MA 011042362 041858620 501( C )(3) 11295 COMMUNITY SERVICE YMCA OF GREATER SPRINGFIELD 275 CHESTNUT STREET SPRINGFIELD MA 011043562 041859893 501( C )(3) 10387 COMMUNITY SERVICE HEALING RACISM INSTITUTE OF PIONEER VALLEY ONE MONARCH PLACE SUITE 1300 SPRINGFIELD MA 011441300 501( C )(3) 232963 COMMUNITY SERVICE SPRINGFIELD DAY NURSERY CORPORATION 1095 MAIN STREET SPRINGFIELD MA 01103 042103855 501( C )(3) 11001 COMMUNITY SERVICE SOUTH END COMMUNITY CENTER 64 MORRIS STREET SPRINGFIELD MA 01103 042103854 501( C )(3) 17000 COMMUNITY SERVICE MLK FAMILY SERVICES 106 WILBRAHAM ROAD SPRINGFIELD MA 01109 042647035 501( C )(3) 16948 COMMUNITY SERVICE BOYS & GIRLS CLUB FAMILY CENTER 100 ACORN STREET SPRINGFIELD MA 01109 042105940 501( C )(3) 8588 COMMUNITY SERVICE 7 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. 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. MARY E SPOONER TUW CO BANK OF AMERICA 1414 MAIN STREET SPRINGFIELD MA 01144 CHARITABLE TRUST MA UNITED WAY OF PIONEER VALLEY T 407784 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 604487 0.80000 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0