UNITED WAY OF GREATER FALL RIVER INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF GREATER FALL RIVER INC (EIN 04-2104026)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-03-09
- IRS object ID
- 202100689349300235
- Schema version
- 2019v5.2
- 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 | 2021-03-09T17:25:16-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 043097400 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KEVIN P MARTIN & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 NORTH MAIN 2 FL | AddressLine1Txt |
| City | FALL RIVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02720 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104026 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF GREATER FALL RIVER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5086788361 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 BEDFORD STREET PO BOX 2550 | AddressLine1Txt |
| City | FALL RIVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02722 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOAN MEDEIROS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5086788361 | PhoneNum |
| Signature | 2021-02-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA KENYON CPA | PreparerPersonNm |
| PTIN | P01272045 | PTIN |
| Phone | 7813803520 | PhoneNum |
| Preparation | 2021-02-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KIMBERLY SMITH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 BEDFORD STREET PO BOX 2550 | AddressLine1Txt |
| City | FALL RIVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,978,333 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | UWGFR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | UNITED WAY OF GREATER FALL RIVER IMPROVES LIVES BY MOBILIZING PEOPLE TO INVEST IN THE COMMUNITY WHERE THEIR RESOURCES ARE NEEDED MOST. TOGETHER WE FIGHT FOR THE HEALTH, EDUCATION, FINANCIAL STABILITY, AND BASIC NEEDS OF EVERY PERSON ON OUR COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Total Volunteers | 338 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $984,161 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,356,984 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $261,291 | PYInvestmentIncomeAmt |
| CY Investment Income | $394,008 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,245,452 | PYTotalRevenueAmt |
| CY Total Revenue | $1,750,992 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $834,385 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $978,954 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $369,310 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $246,543 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $191,824 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $141,980 | PYOtherExpensesAmt |
| CY Other Expenses | $151,601 | CYOtherExpensesAmt |
| PY Total Expenses | $1,345,675 | PYTotalExpensesAmt |
| CY Total Expenses | $1,377,098 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$100,223 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $373,894 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,210,245 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,509,762 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $533,838 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $632,866 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,676,407 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,876,896 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UNITED WAY OF GREATER FALL RIVER (UWGFR) UNITES ALL SEGMENTS OF THE COMMUNITY THROUGH A WELL-DEVELOPED COMMUNICATIONS AND FUNDRAISING CAMPAIGN THAT ENCOURAGES THE PRIVATE SECTOR, INDIVIDUALS, AND CORPORATIONS TO MAINTAIN A MAJOR ROLE IN THE FUNDING OF HEALTH, EDUCATION, FINANCIAL STABILITY, AND BASIC NEEDS INITIATIVES FOCUSED ON REMEDYING PROBLEMS THAT MOST ADVERSELY AFFECT THE LOCAL POPULATION. WE SUPPORT THE DELIVERY OF THESE SERVICES IN THE GREATER FALL RIVER AREA IN THE MOST EFFICIENT AND ECONOMICAL MANNER POSSIBLE BY COLLABORATING WITH PROVIDERS THAT AIM TO CREATE 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. UWGFR ALSO PROVIDES LOCAL DISASTER RELIEF, FOOD GRANTS, AND COMPETITIVE IMPACT GRANTS FOR NEW AND INNOVATIVE PROGRAMS. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $978,954 | ExpenseAmt |
| Grant | $978,954 | GrantAmt |
| Desc | DISTRIBUTED 82% OF NET CAMPAIGN TO MANY NON-PROFIT HEALTH AND HUMAN SERVICE AGENCY PARTNERS THAT PROVIDE VALUABLE PROGRAMS AND SUPPORT SERVICES TO OUR MOST VULNERABLE POPULATIONS WITHIN THE GREATER FALL RIVER AREA. PRIMARY FUNDING IS ALLOCATED TO 16 AGENCY PARTNERS FOLLOWING A COMPREHENSIVE PROGRAM AND FINANCIAL REVIEW. SECONDARY FUNDING IS PROVIDED TO LOCAL AGENCIES AND PROGRAMS AS DESIGNATED BY DONORS. ADDITIONAL FUNDING FROM DONOR RESTRICTED FUNDS IS PROVIDED THROUGH A COMPETITIVE GRANT PROCESS TO SUPPORT SPECIAL PROJECTS, PROGRAMS, AND INITIATIVES FACILITATED BY LOCAL NON-PROFIT PARTNERS THAT FOCUS ON HEALTH, EDUCATION, PREVENTION AND TRAINING, FINANCIAL STABILITY, ELDER CARE, SELF-SUFFICIENCY, AND FAMILY RESILIENCE | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $66,507 | ExpenseAmt |
| Desc | INFOLINE: UNITED WAY OF GREATER FALL RIVER (UWGFR) PROVIDES INFORMATION AND REFERRAL SERVICES TO CLIENTS VIA DIRECT CALLS AND WALK-INS TO OUR OFFICE, AS WELL AS BROCHURES, DIRECTORIES, AND UP TO THE MINUTE FLYERS DESIGNED TO EDUCATE AND INFORM THE COMMUNITY OF CURRENT RESOURCES AVAILABLE TO THOSE IN NEED. UWGFR ALSO FUNDS AND CO-SPONSORS MASS 2-1-1'S INFOLINE AND WEBSITE, WHICH PROVIDES REAL-TIME INFORMATION, RESOURCES, AND REFERRALS IN MULTIPLE LANGUAGES FOR NON-EMERGENCY CALLS 24/7. SINCE BEING DESIGNATED ON 3/13/2020 BY THE MA DPH AND MEMA AS THE OFFICIAL COVID-19 RESOURCE AND REFERRAL LINE FOR RESIDENTS ACROSS THE COMMONWEALTH, INQUIRIES TO MASS 2-1-1 HAVE CLIMBED TO AN AVERAGE OF 2000+ CALLS PER DAY (AS COMPARED TO A TOTAL OF 1,380 IN FISCAL YEAR 2019) FOR INFORMATION, RESOURCES, AND REFERRALS RELATED TO THE CRISIS, AS WELL AS EMOTIONAL AND MENTAL HEALTH SUPPORT FROM THE CALL2TALK SUICIDE PREVENTION LINE | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $1,045,461 | 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 | 0 | 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 | 0 | 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 | 0 | 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 | 6 | 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 | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | 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 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5086788361 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 BEDFORD STREET PO BOX 2550 | AddressLine1Txt |
| City | FALL RIVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02722 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| KIMBERLY SMITH | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $90,648 | $0 | $5,514 | |
| REBECCA COLLINS | ||||||
| DIRECTOR | 0.30 | $0 | $0 | $0 | Yes (X) | |
| JACKIE EINSTEIN | ||||||
| DIRECTOR | 0.10 | $0 | $0 | $0 | Yes (X) | |
| MICHELLE PELLETIER | ||||||
| DIRECTOR | 0.40 | $0 | $0 | $0 | Yes (X) | |
| GEORGE OLIVEIRA | ||||||
| DIRECTOR, RESIGNED | 0.10 | $0 | $0 | $0 | Yes (X) | |
| JAMES WALLACE | ||||||
| DIRECTOR | 0.40 | $0 | $0 | $0 | Yes (X) | |
| R CHRISTIAN LAFRANCE | ||||||
| DIRECTOR | 0.10 | $0 | $0 | $0 | Yes (X) | |
| JASON LEVINE | ||||||
| DIRECTOR | 0.40 | $0 | $0 | $0 | Yes (X) | |
| SONIA FASTINO | ||||||
| DIRECTOR, RESIGNED | 0.01 | $0 | $0 | $0 | Yes (X) | |
| CHRISTOPHER GAFFNEY | ||||||
| DIRECTOR, RESIGNED | 0.10 | $0 | $0 | $0 | Yes (X) | |
| SHELDON GANA | ||||||
| DIRECTOR | 0.20 | $0 | $0 | $0 | Yes (X) | |
| MICHELLE MARCOS | ||||||
| DIRECTOR | 0.20 | $0 | $0 | $0 | Yes (X) | |
| MARIA MATOS | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| GEORGE MERCIER | ||||||
| DIRECTOR | 0.20 | $0 | $0 | $0 | Yes (X) | |
| GEORGE SHAKER JR | ||||||
| DIRECTOR | 0.20 | $0 | $0 | $0 | Yes (X) | |
| ROGER BELIVEAU | ||||||
| DIRECTOR | 0.10 | $0 | $0 | $0 | Yes (X) | |
| MELISSA PANCHLEY | ||||||
| DIRECTOR | 0.50 | $0 | $0 | $0 | Yes (X) | |
| FRANK B SOUSA III | ||||||
| DIRECTOR | 0.30 | $0 | $0 | $0 | Yes (X) | |
| ANN M RAMOS DESROSIERS | ||||||
| DIRECTOR | 0.70 | $0 | $0 | $0 | Yes (X) | |
| DANIEL ABRAHAM | ||||||
| DIRECTOR | 0.40 | $0 | $0 | $0 | Yes (X) | |
| JORGELINA MOREIRA | ||||||
| DIRECTOR | 0.40 | $0 | $0 | $0 | Yes (X) | |
| THOMAS F AUBIN | ||||||
| DIRECTOR | 0.01 | $0 | $0 | $0 | Yes (X) | |
| LAURA DOUGLAS PHD | ||||||
| DIRECTOR | 0.20 | $0 | $0 | $0 | Yes (X) | |
| ROBIN HODKINSON | ||||||
| DIRECTOR | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ROBERT LUNQUEST | ||||||
| DIRECTOR | 0.20 | $0 | $0 | $0 | Yes (X) | |
| STEVEN RUSSO | ||||||
| DIRECTOR | 0.30 | $0 | $0 | $0 | Yes (X) | |
| ALISON BOUCHARD | ||||||
| DIRECTOR | 0.10 | $0 | $0 | $0 | Yes (X) | |
| SUSAN JENKINSON | ||||||
| SECRETARY | 0.40 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ALICIA AMBROSE | ||||||
| ASSISTANT SECRETARY | 0.20 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOAN M MEDEIROS | ||||||
| TREASURER | 0.40 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JEFFREY PINEAULT | ||||||
| ASSISTANT TREASURER | 0.40 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JAMES H KAY | ||||||
| BOARD CHAIR | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $90,648 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,514 | 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 |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $47,124 | FederatedCampaignsAmt |
| All Other Contributions | $1,309,860 | AllOtherContributionsAmt |
| Total Contributions | $1,356,984 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $199,842 | TotalRevenueColumnAmt |
| Exclusion | $199,842 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $421,507 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $227,341 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $194,166 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $194,166 | TotalRevenueColumnAmt |
| Exclusion | $194,166 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,750,992 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $394,008 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $978,954 | TotalAmt |
| Program Services | $978,954 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,848 | TotalAmt |
| Program Services | $16,512 | ProgramServicesAmt |
| Management And General | $34,711 | ManagementAndGeneralAmt |
| Fundraising | $47,625 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,694 | TotalAmt |
| Program Services | $18,825 | ProgramServicesAmt |
| Management And General | $39,573 | ManagementAndGeneralAmt |
| Fundraising | $54,296 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,035 | TotalAmt |
| Program Services | $674 | ProgramServicesAmt |
| Management And General | $1,417 | ManagementAndGeneralAmt |
| Fundraising | $1,944 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,355 | TotalAmt |
| Program Services | $2,231 | ProgramServicesAmt |
| Management And General | $4,690 | ManagementAndGeneralAmt |
| Fundraising | $6,434 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,611 | TotalAmt |
| Program Services | $2,942 | ProgramServicesAmt |
| Management And General | $6,184 | ManagementAndGeneralAmt |
| Fundraising | $8,485 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,325 | TotalAmt |
| Program Services | $4,898 | ProgramServicesAmt |
| Management And General | $10,299 | ManagementAndGeneralAmt |
| Fundraising | $14,128 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,111 | TotalAmt |
| Program Services | $4,696 | ProgramServicesAmt |
| Management And General | $9,871 | ManagementAndGeneralAmt |
| Fundraising | $13,544 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,000 | TotalAmt |
| Program Services | $334 | ProgramServicesAmt |
| Management And General | $702 | ManagementAndGeneralAmt |
| Fundraising | $964 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,859 | TotalAmt |
| Program Services | $5,823 | ProgramServicesAmt |
| Management And General | $12,241 | ManagementAndGeneralAmt |
| Fundraising | $16,795 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,076 | TotalAmt |
| Program Services | $6,861 | ProgramServicesAmt |
| Management And General | $14,425 | ManagementAndGeneralAmt |
| Fundraising | $19,790 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,070 | TotalAmt |
| Program Services | $2,016 | ProgramServicesAmt |
| Management And General | $4,239 | ManagementAndGeneralAmt |
| Fundraising | $5,815 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,256 | TotalAmt |
| Program Services | $210 | ProgramServicesAmt |
| Management And General | $441 | ManagementAndGeneralAmt |
| Fundraising | $605 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,904 | TotalAmt |
| Program Services | $485 | ProgramServicesAmt |
| Management And General | $1,020 | ManagementAndGeneralAmt |
| Fundraising | $1,399 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,377,098 | TotalAmt |
| Program Services | $1,045,461 | ProgramServicesAmt |
| Management And General | $139,813 | ManagementAndGeneralAmt |
| Fundraising | $191,824 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,506 | BOYAmt |
| EOY | $30,849 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,197 | BOYAmt |
| EOY | $486,007 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $848,496 | BOYAmt |
| EOY | $822,159 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,000 | BOYAmt |
| EOY | $10,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $29,741 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $24,768 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,229 | BOYAmt |
| EOY | $4,973 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,442,959 | BOYAmt |
| EOY | $5,365,034 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $820,858 | BOYAmt |
| EOY | $790,740 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,210,245 | BOYAmt |
| EOY | $7,509,762 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,716 | BOYAmt |
| EOY | $75,485 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,500 | BOYAmt |
| EOY | $135,815 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $374,622 | BOYAmt |
| EOY | $421,566 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $533,838 | BOYAmt |
| EOY | $632,866 | 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 | $3,268,870 | BOYAmt |
| EOY | $3,241,208 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,407,537 | BOYAmt |
| EOY | $3,635,688 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,676,407 | BOYAmt |
| EOY | $6,876,896 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,210,245 | BOYAmt |
| EOY | $7,509,762 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $373,894 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$171,582 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,823 | 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 | $1,215,999 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,075,573 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,222,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $984,161 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,356,984 | CurrentTaxYearAmt |
| Total | $5,855,417 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,215,999 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,075,573 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,222,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $984,161 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,356,984 | CurrentTaxYearAmt |
| Total | $5,855,417 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,191,079 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,664,338 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $176,971 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $179,206 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $231,254 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $190,799 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $199,842 | CurrentTaxYearAmt |
| Total | $978,072 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,833,489 | TotalSupportAmt |
| Public Support CY170 | 0.68260 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70750 | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,442,959 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$59,199 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $18,726 | AdministrativeExpensesAmt |
| End Year Balance | $5,365,034 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,253,654 | BeginningYearBalanceAmt |
| Contributions | $565,935 | ContributionsAmt |
| Investment Earnings Or Losses | $321,619 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $698,249 | OtherExpendituresAmt |
| End Year Balance | $5,442,959 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,913,508 | BeginningYearBalanceAmt |
| Contributions | $239,017 | ContributionsAmt |
| Investment Earnings Or Losses | $396,947 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $295,268 | OtherExpendituresAmt |
| Administrative Expenses | $550 | AdministrativeExpensesAmt |
| End Year Balance | $5,253,654 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,886,078 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $569,638 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $541,030 | OtherExpendituresAmt |
| Administrative Expenses | $1,178 | AdministrativeExpensesAmt |
| End Year Balance | $4,913,508 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,970,992 | BeginningYearBalanceAmt |
| Contributions | $220,000 | ContributionsAmt |
| Investment Earnings Or Losses | $32,923 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $335,985 | OtherExpendituresAmt |
| Administrative Expenses | $1,852 | AdministrativeExpensesAmt |
| End Year Balance | $4,886,078 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.60200 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.39800 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,741 | OtherCostOrOtherBasisAmt |
| Depreciation | $24,768 | DepreciationAmt |
| Book Value | $4,973 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,973 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| C.S.V. LIFE INSURANCE | $14,998 |
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $772,412 |
| PREPAID RENT | $3,330 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $790,740 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ALLOCATIONS AND DESIGNATIONS PAYABLE | $351,486 |
| ANNUITY PAYMENT LIABILITY | $12,907 |
| PPP LOAN PAYABLE | $57,173 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $421,566 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,583,773 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$171,582 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $6,188 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$1,825 | OtherRevenueAmt |
| Revenue Not Reported | -$167,219 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,750,992 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,750,992 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,383,286 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $6,188 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $6,188 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,377,098 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,377,098 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE OBJECTIVE OF UNITED WAY OF GREATER FALL RIVER'S ENDOWMENT FUND IS TO GENERATE CURRENT INCOME AND LONG-TERM GROWTH. THE INCOME OF THE FUND SHALL BE USED AS DIRECTED: 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, 2020 WAS $50,385. 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, 2020 WAS $200,333 |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUES OF SPLIT-INTEREST AGREEMENTS -1,825. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (31 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS OF SE MA | |||||||
| 286 SOUTH STREET | HYANNIS | MA | 02601 | 530196605 | 501(C)(3) | $15,000 | DISASTER SUPPORT |
| THE ARC OF BRISTOL COUNTY | |||||||
| 182 NO MAIN STREET | FALL RIVER | MA | 02720 | 042281165 | 501(C)(3) | $60,309 | ADVOCACY FOR PEOPLE WITH DISABILITIES |
| GREATER FALL RIVER RE-CREATION | |||||||
| 45 ROCK STREET | FALL RIVER | MA | 02720 | 042491918 | 501(C)(3) | $29,577 | CONTINUING EDUCATION AND OUT OF SCHOOL ENRICHMENT |
| DIABETES ASSOCIATION | |||||||
| 4 SOUTH MAIN STREET | FALL RIVER | MA | 02721 | 042665107 | 501(C)(3) | $60,000 | DIABETES/HEALTH EDUCATION |
| FALL RIVER YMCA | |||||||
| 199 NO MAIN STREET | FALL RIVER | MA | 02720 | 042104749 | 501(C)(3) | $11,760 | OUT OF SCHOOL ENRICHMENT |
| FAMILY SERVICE ASSOCIATION | |||||||
| 101 ROCK STREET | FALL RIVER | MA | 02720 | 042104058 | 501(C)(3) | $66,892 | MENTAL HEALTH SERVICES; CHILD AND MATERNAL HEALTH; COVID RELIEF |
| NINTH STREET DAY NURSERY | |||||||
| 533 HIGHLAND AVENUE | FALL RIVER | MA | 02720 | 042223500 | 501(C)(3) | $23,089 | EARLY EDUCATION AND CHILD CARE |
| PEOPLE INC - COMMUNITY SUPPORTS | |||||||
| 4 SOUTH MAIN STREET | FALL RIVER | MA | 02721 | 042447216 | 501(C)(3) | $69,426 | WRAP AROUND SUPPORT; COVID RELIEF; FOOD GRANT |
| SER-JOBS FOR PROGRESS | |||||||
| 164 BEDFORD STREET | FALL RIVER | MA | 02720 | 042664574 | 501(C)(3) | $73,127 | JOB PLACEMENT; CONTINUING EDUCATION; COVID RELIEF |
| STANLEY STREET TREATMENT CENTER | |||||||
| 386 STANLEY STREET | FALL RIVER | MA | 02720 | 042604426 | 501(C)(3) | $42,381 | WOMEN AND FAMILY HEALTH CLINIC; DOMESTIC ABUSE CRISIS INTERVENTION; COVID RELIEF |
| STEPPINGSTONE INC | |||||||
| 466 NORTH MAIN STREET | FALL RIVER | MA | 02720 | 042505146 | 501(C)(3) | $41,862 | SUBSTANCE ABUSE EDUCATION, PREVENTION AND RESILIENCY |
| THE SAMARITANS OF FALL RIVERNEW BEDFORD | |||||||
| PO BOX 1333 | WESTPORT | MA | 02790 | 222474826 | 501(C)(3) | $37,000 | MENTAL AND BEHAVIORAL HEALTH SERVICES; COVID RELIEF |
| BOYS AND GIRLS CLUB | |||||||
| PO BOX 5155 | FALL RIVER | MA | 02722 | 042103923 | 501(C)(3) | $87,417 | OUT OF SCHOOL ENRICHMENT; COVID RELIEF |
| PEOPLE INC - UNITED PARTNERSHIPS | |||||||
| 4 SOUTH MAIN STREET | FALL RIVER | MA | 02721 | 042447216 | 501(C)(3) | $55,130 | DROP-OUT PREVENTION; EDUCATION/YOUTH DEVELOPMENT |
| TEACH FOR AMERICA | |||||||
| 60 CANAL STREET 3RD 5TH FLOOR | BOSTON | MA | 02114 | 133541913 | 501(C)(3) | $20,000 | EDUCATION/YOUTH DEVELOPMENT |
| GREATER FALL RIVER FOOD PANTRY | |||||||
| 235 NASHUA STREET | FALL RIVER | MA | 02721 | 223128989 | 501(C)(3) | $9,500 | FOOD AND BASIC NEEDS; COVID RELIEF |
| WATUPPA ROWING CENTER | |||||||
| 994 JEFFERSON ST PO BOX 3293 | FALL RIVER | MA | 02722 | 045380974 | 501(C)(3) | $10,000 | OUT OF SCHOOL ENRICHMENT |
| COACHING 4 CHANGE | |||||||
| 427 WINTHROP STREET UNIT A | TAUNTON | MA | 02780 | 273708397 | 501(C)(3) | $5,815 | EDUCATION/YOUTH DEVELOPMENT |
| JRI CHILDRENS ADVOCACY CENTER | |||||||
| 58 ARCH STREET | FALL RIVER | MA | 02724 | 042526357 | 501(C)(3) | $7,000 | CHILD SEXUAL ABUSE PREVENTION AND EDUCATION |
| SE CENTER IND LIVING | |||||||
| 66 TROY STREET | FALL RIVER | MA | 02720 | 042939676 | 501(C)(3) | $8,000 | FINANCIAL STABILITY EDUCATION AND TRAINING, COVID RELIEF |
| CITIZENS FOR CITIZENS | |||||||
| 264 GRIFFIN STREET | FALL RIVER | MA | 02720 | 046134724 | 501(C)(3) | $39,000 | RENT AND UTILITY ASSISTANCE; CHILDCARE; FOOD AND BASIC NEEDS |
| KIDS ACADEMYFAMILY SERVICE | |||||||
| 101 ROCK STREET | FALL RIVER | MA | 02720 | 042104058 | 501(C)(3) | $26,000 | EARLY EDUCATION AND CHILDCARE |
| FALL RIVER DEACONESS HOME | |||||||
| 259 PROSPECT ST PO BOX 2118 | FALL RIVER | MA | 02722 | 042103766 | 501(C)(3) | $12,500 | YOUTH DEVELOPMENT; COVID RELIEF |
| VETERANS ASSOC OF BRISTOL COUNTY | |||||||
| 755 PINE STREET | FALL RIVER | MA | 02720 | 042977737 | 501(C)(3) | $10,072 | VETERANS SUPPORT; COVID RELIEF; FOOD AND BASIC NEEDS |
| ST MARY'S CATHEDRAL FOOD PANTRY | |||||||
| 327 SECOND STREET | FALL RIVER | MA | 02721 | 042106665 | 501(C)(3) | $10,000 | COVID RELIEF; FOOD AND BASIC NEEDS |
| THE FLY FOUNDATION | |||||||
| PO BOX 2528 | FALL RIVER | MA | 02722 | 274210837 | 501(C)(3) | $10,000 | COVID RELIEF |
| BRISTOL ELDER SERVICES | |||||||
| 1 FATHER DEVALLES BLVD | FALL RIVER | MA | 02723 | 042545767 | 501(C)(3) | $7,500 | DEMENTIA AND AGE-FRIENDLY COMMUNITY SUPPORTS; EMERGENCY MEALS |
| SOUTHEAST FAMILY SERVICES | |||||||
| 72 KILBURN STREET | NEW BEDFORD | MA | 02740 | 043718347 | 501(C)(3) | $7,000 | HOME SUPPORT PROGRAM |
| GNOME SURF | |||||||
| PO BOX 21 | TIVERTON | RI | 02878 | 832956059 | 501(C)(3) | $6,385 | SURF THERAPY FOR PEOPLE OF ALL ABILITIES |
| STOICOFIRSTFED YMCA | |||||||
| 271 SHARPS LOT ROAD | SWANSEA | MA | 02777 | 042104749 | 501(C)(3) | $6,000 | NUTRITION PROGRAM; COVID RELIEF |
| UNITED WAY OF GREATER NEW BEDFORD | |||||||
| 128 UNION STREET SUITE 105 | NEW BEDFORD | MA | 02740 | 042104264 | 501(C)(3) | $6,000 | FOOD GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 31 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | A THOROUGH REVIEW OF AGENCY PARTNERS IS COMPLETED ANNUALLY PRIOR TO ALLOCATION AND DISTRIBUTIONS OF FUNDS. DETAILED FINANCIAL REPORTS SUPPORTING PRIOR YEAR ALLOCATIONS ARE REVIEWED DURING THIS PROCESS, SUPPORTED BY RECEIPT OF AUDITED OR INDEPENDENTLY PREPARED FINANCIAL STATEMENTS, FOLLOWED BY AN IN DEPTH, IN-PERSON INTERVIEW WITH AGENCY LEADERSHIP. ANNUAL SERVICE REPORTS OUTLINING PROGRAM OUTCOMES ARE ALSO REQUIRED, ALONG WITH PERIODIC UPDATES DICTATED BY UNFORESEEN CHANGES IN HOW PROGRAMS ARE ADMINISTERED. COMPETITIVE IMPACT GRANTS AND GRANTS AWARDED TO FOOD DISTRIBUTION PARTNERS REQUIRE ANNUAL REPORTS OUTLINING METRICS AND OUTCOMES, AS WELL AS TOTAL FUND EXPENDITURES. ALL GRANT RECIPIENTS ARE VETTED BY A VOLUNTEER REVIEW COMMITTEE | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 2 | UNITED WAY OF GREATER FALL RIVER LAUNCHED A COVID-19 RELIEF FUND ON MARCH 13, 2020 TO PROVIDE IMMEDIATE CRISIS SUPPORT SUCH AS FOOD, SHELTER, UTILITIES AND BASIC NEED ITEMS FOR INDIVIDUALS, FAMILIES AND OTHER VULNERABLE POPULATIONS WHO SUFFERED HARDSHIP AND INEQUITIES AS A DIRECT RESULT OF THE COVID-19 PANDEMIC. UWGFR AWARDED FLEXIBLE RESOURCE GRANTS TO LOCAL NON-PROFIT 501C3 ORGANIZATIONS WORKING WITH INDIVIDUALS DISPROPORTIONATELY IMPACTED BY THE ECONOMIC CONSEQUENCES OF THIS OUTBREAK. THESE GENERAL OPERATING GRANTS HAVE HELPED FRONTLINE HUMAN SERVICES ORGANIZATIONS THAT HAVE DEEP ROOTS IN THE COMMUNITY AND STRONG EXPERIENCE WORKING WITH VULNERABLE POPULATIONS ADDRESS GAPS IN SERVICES, INCREASE THEIR CAPACITY TO MOBILIZE RESOURCES, AND PROVIDE SUPPORT WHERE IT HAS BEEN NEEDED MOST. UNITED WE HELP FEED GREATER FALL RIVER WAS RAPIDLY CONCEIVED AND LAUNCHED IN APRIL 2020 TO MEET THE NUTRITIONAL NEEDS OF LOW-INCOME FAMILIES OF SCHOOL-AGED CHILDREN AND HOMELESS INDIVIDUALS WHO GRAPPLED WITH FOOD INSECURITY, WHILE HELPING LOCAL RESTAURANTS REMAIN IN BUSINESS. OVER THE COURSE OF 20 WEEKS AND NEARLY 800 VOLUNTEER SHIFTS, OVER 64,000 FAMILY-STYLE MEALS PURCHASED FROM LOCAL RESTAURANTS WERE PACKAGED AND DELIVERED OUT INTO THE COMMUNITY. UNITED WE FEED SERVED AN ESTIMATED 35,500+ INDIVIDUALS, OFTEN INCORPORATING FRESH FRUITS AND VEGETABLES, TOILETRIES AND BASIC NEEDS ITEMS AS ABLE. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PRESENTED TO THE FINANCE COMMITTEE BY A MEMBER OF THE ACCOUNTING FIRM. IT IS THEN REVIEWED BY THE ENTIRE BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY, CONSIDERED FOR ANY CHANGES OR AMENDMENTS, AND THEN IS DISTRIBUTED TO ALL STAFF AND DIRECTORS FOR THEIR REVIEW. THE CHIEF OPERATING OFFICER IS RESPONSIBLE FOR THE DAY-TO-DAY MONITORING OF CONFLICTS. WHERE THE CHIEF PROFESSIONAL OFFICER IS CONCERNED, RELATIVE TO CONFLICTS, THE CHIEF VOLUNTEER OFFICER IS RESPONSIBLE FOR MONITORING HIS/HER ACTIONS. ALL BOARD MEMBERS AND STAFF SIGN OFF ON THIS POLICY, EACH YEAR, DISCLOSING ANY POTENTIAL CONFLICTS, AND ACKNOWLEDGING THAT THEY HAVE REVIEWED THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | A POLICY HAS BEEN ESTABLISHED WHEREBY THE CHIEF PROFESSIONAL OFFICER WILL BE REVIEWED (AND COMPENSATION CONSIDERED) BY A COMPENSATION COMMITTEE, AS A SUB COMMITTEE OF THE BOARD OF DIRECTORS, CONSISTING OF THE CHAIR OF THE BOARD, THE FINANCE COMMITTEE CHAIR AND THE PERSONNEL COMMITTEE CHAIR. ALL AVAILABLE COMPARABLE COMPENSATION DATA - BOTH LOCAL AND REGIONAL - IS UTILIZED IN THE EVALUATION. ANY COMPENSATION, INCLUDING SALARY AND BENEFITS ARE APPROVED BY THE FULL BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 18 | ALL FORMS ARE AVAILABLE UPON REQUEST. FORM 990 IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND ALL OTHER POLICIES AVAILABLE TO THE PUBLIC IN THE UNITED WAY OFFICE DURING REGULAR BUSINESS HOURS. FINANCIAL STATEMENTS ARE ALSO AVAILABLE THROUGH GUIDESTAR.ORG AND THE COMMONWEALTH OF MASSACHUSETTS DIVISION OF PUBLIC CHARITIES. GOVERNING DOCUMENTS ARE ALSO AVAILABLE VIA THE SECRETARY FOR THE COMMONWEALTH OF MASSACHUSETTS CORPORATE DATABASE. IN ADDITION, THE ORGANIZATION'S BALANCE SHEET IS INCLUDED IN THE ANNUAL REPORT, WHICH IS WIDELY DISTRIBUTED IN THE COMMUNITY, AND THE FINANCIAL STATEMENTS AND FORM 990 ARE PUBLISHED ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -1,825. ROUNDING 2. |
| FORM 990, PART XI, LINE 2C | THE AUDIT COMMITTEE PROVIDES OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDIT FIRM. THE MEMBERS OF THIS COMMITTEE, ALL OF WHOM HAVE FINANCIAL BACKGROUNDS, CONSIST OF THE CHAIR OF THE BOARD, CHAIR OF THE FINANCE COMMITTEE AND THE TREASURER. THE AUDIT COMMITTEE MEETS INDEPENDENTLY WITH THE CPA FIRM PRIOR TO THE AUDIT BEING PRESENTED TO THE BOARD OF DIRECTORS. THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |
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