2021-03-09T09:44:12-06:00 2020-06-30 020327524 NATHAN WECHSLER & COMPANY PA 70 COMMERCIAL STREET 4TH FLOOR CONCORD NH 03301 990 2019-07-01 026006033 GRANITE UNITED WAY GRAN 6036256939 22 CONCORD STREET FLOOR 2 MANCHESTER NH 03101 PATRICK M TUFTS PRESIDENT & CEO 6036347500 2021-03-02 1 KELLI D'AMORE P01402985 6032245357 2021-03-02 2019 2022-09-23 18:48:47Z ANTHONY SPELLER 22 CONCORD STREET MANCHESTER NH 03101 9981054 0 X WWW.GRANITEUW.ORG X 1927 NH UNITED WAY ADVANCES THE COMMON GOOD BY CREATING OPPORTUNITIES FOR A BETTER LIFE FOR ALL. OUR FOCUS IS ON EDUCATION, INCOME AND HEALTH - THE BUILDING BLOCKS FOR A GOOD QUALITY OF LIFE. UNITED WAY RECRUITS PEOPLE AND ORGANIZATIONS WHO BRING THE PASSION, EXPERTISE AND RESOURCES NEEDED TO GET THINGS DONE. 29 29 82 4679 0 0 9029893 9738340 0 0 94176 101502 233250 141212 9357319 9981054 1959583 902555 0 0 3227245 4133568 0 0 1042899 4185893 3641723 9372721 8677846 -15402 1303208 6975087 7314698 3020358 2126383 3954729 5188315 X GRANITE UNITED WAY ENGAGES 20,000 DONORS, THOUSANDS OF VOLUNTEERS, AND HUNDREDS OF LOCAL DECISION MAKING VOLUNTEERS TO RAISE AND INVEST CRITICAL DOLLARS FOR OUR COMMUNITIES. WE ARE LEADING CHANGE AS IT RELATES TO CREATING MORE EFFICIENT AND COLLABORATIVE NOT FOR PROFITS SYSTEM. OUR FUNDING SUPPORTS NEARLY 680 LOCAL HEALTH AND HUMAN SERVICE PROGRAMS AS WELL AS LOCAL, REGIONAL AND STATEWIDE COLLABORATIVE PROBLEM SOLVING EFFORTS SUCH AS 2-1-1 NH AND VT, AND EITC VITA TAX ASSISTANCE SITES. OUR FUNDING AND VOLUNTEER EFFORTS CONTRIBUTE MILLIONS OF DOLLARS AND HOURS TO OUR LOCAL COMMUNITIES. 0 0 3366205 139758 5808887 GRANITE UNITED WAY UTILIZES A VOLUNTEER-DRIVEN PROCESS TO INVEST RESOURCES IN INITIATIVES AND PROGRAMS WHICH MAKE A DIFFERENCE IN 300,000 LIVES THROUGHOUT NH AND VT. BY TAPPING THE COMMUNITY'S EXPERTISE AND RESOURCES, WE EFFICIENTLY AND EFFECTIVELY REACH PEOPLE IN IMMEDIATE NEED AND SOLVE PROBLEMS FOR THE LONG TERM. WE TARGET ISSUES AT THE HEART OF A HEALTHY COMMUNITY AND OUR EFFORTS ARE FOCUSED ON THREE BROAD AREAS OF IMPACT: EDUCATION AND LIFELONG LEARNING, PHYSICAL AND MENTAL HEALTH, AND WELLNESS AND ECONOMIC STABILITY. 812508 832954 GRANITE UNITED WAY IS THE MANAGING MEMBER OF THE NH 2-1-1 PARTNERSHIP TO PROMOTE THE HEALTH AND WELL BEING OF ALL NEW HAMPSHIRE RESIDENTS BY SUPPORTING A COMPREHENSIVE STATEWIDE INFORMATION AND REFERRAL (I&R) SYSTEM THAT REMOVES BARRIERS TO ACCESS HEALTH AND HUMAN SERVICES. THIS STATEWIDE I&R SERVICE IS ACCESSIBLE BY PHONE BY DIALING 2-1-1, ANY TIME, ANY DAY, AND THROUGH A SEARCHABLE DATABASE (WWW.211NH.ORG) ON THE WEB GUARANTEEING UNIVERSAL ACCESSIBILITY. 930752 1089672 GRANITE UNITED WAY IS THE FISCAL AGENT FOR THE CAPITAL AREA PUBLIC HEALTH NETWORK, CARROLL COUNTY COALITION FOR PUBLIC HEALTH, AND THE SOUTH CENTRAL PUBLIC HEALTH NETWORK. ALL THREE NETWORKS WORK TO PREVENT SUBSTANCE ABUSE AMONG YOUTH AND YOUNG ADULTS BY BRINGING TOGETHER INDIVIDUALS AND ORGANIZATIONS FROM A VARIETY OF SECTORS OF THE COMMUNITY TO CREATE A COMPREHENSIVE, DATA-DRIVEN, EVIDENCE-BASED ACTION PLAN TO ADDRESS THESE ISSUES. KEY STRATEGIES IMPLEMENTED BY THE COALITIONS INCLUDE BUILDING CAPACITY, DISSEMINATING INFORMATION, PROVIDING EDUCATION AND SUPPORT, OFFERING ALTERNATIVES, AND ENCOURAGING POSITIVE, HEALTHY COMMUNITY NORMS, LAWS AND POLICIES REGARDING ALCOHOL, TOBACCO AND OTHER DRUGS. RESEARCH HAS SHOWN THE EFFECTIVENESS OF COMMUNITY COALITIONS IN CREATING CHANGE AND CONTRIBUTING TO SIGNIFICANT REDUCTIONS IN DRUG AND ALCOHOL USE AMONG YOUTH AND YOUNG ADULTS ACROSS THE COUNTRY. THE PHN'S ALSO ENSURE COORDINATED AND COMPREHENSIVE DELIVERY OF ALL ESSENTIAL PUBLIC HEALTH SERVICES. 1800692 762797 1851004 SPECIFIC PROGRAMS - WHOLE VILLAGE FAMILY RESOURCE CENTER, VOLUNTEER INCOME TAX ASSISTANCE PROGRAM, WORK UNITED, MANCHESTER PROUD, COVID RELIEF FUNDS, AND LEADER IN ME. 1800692 762797 1851004 6910157 1 1 0 0 0 0 0 0 1 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 22 0 1 82 1 0 0 0 0 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NH X X X CINDY READ 6036256939 22 CONCORD ST FLOOR 2 MANCHESTER NH 03101 KATHLEEN BIZARRO-THUNBERG SECRETARY 2.00 X X 0 0 0 JOSEPH PURINGTON VICE CHAIR 2.00 X X 0 0 0 JOSEPH CARELLI DIRECTOR 1.00 X 0 0 0 HEATHER LAVOIE IMMEDIATE PAST CHAIR 1.00 X 0 0 0 JASON COLE DIRECTOR 1.00 X 0 0 0 MICHAEL DELAHANTY DIRECTOR 1.00 X 0 0 0 MARLENE HAMMOND DIRECTOR 1.00 X 0 0 0 CHARLA STEVENS DIRECTOR 1.00 X 0 0 0 ROBERT TOURIGNY DIRECTOR 1.00 X 0 0 0 CHARLES HEAD DIRECTOR 1.00 X 0 0 0 SALLY ANN KRAFT DIRECTOR 1.00 X 0 0 0 LAWRENCE MAJOR DIRECTOR 1.00 X 0 0 0 ANTHONY SPELLER CHAIR 2.00 X X 0 0 0 CASS WALKER DIRECTOR 1.00 X 0 0 0 JOSEPH KENNEY DIRECTOR 1.00 X 0 0 0 ANNA THOMAS DIRECTOR 1.00 X 0 0 0 LARISSA BAJA DIRECTOR 1.00 X 0 0 0 JOSEPH BATOR DIRECTOR 1.00 X 0 0 0 DOUG DELARA TREASURER 2.00 X X 0 0 0 PATRICIA DONAHUE DIRECTOR 1.00 X 0 0 0 CHRIS EMOND DIRECTOR 1.00 X 0 0 0 CHRISTINA LACHANCE DIRECTOR 1.00 X 0 0 0 CHUCK LLOYD DIRECTOR 1.00 X 0 0 0 CAROLYN MALONEY DIRECTOR 1.00 X 0 0 0 BETH RATTIGAN DIRECTOR 1.00 X 0 0 0 PETER RAYNO DIRECTOR 1.00 X 0 0 0 BETSEY RHYNHART DIRECTOR 1.00 X 0 0 0 EDWARD SHANSHALA DIRECTOR 1.00 X 0 0 0 MICHAEL WAGNER DIRECTOR 1.00 X 0 0 0 PATRICK TUFTS PRESIDENT & CEO 40.00 X 194195 0 17968 CINDY READ CFO 40.00 X 93393 0 19604 PAUL DEBASSIO CDO 40.00 X 108856 0 18761 WILLIAM SHERRY COO 40.00 X 100318 0 18613 496762 0 74946 3 0 1 0 0 1813304 7925036 5601 9738340 100845 100845 87170 0 87170 87170 87170 657 0 657 657 657 ADMINISTRATIVE FEES 900099 54042 54042 54042 9981054 54042 0 188672 X 902555 902555 255296 117666 107291 30339 3197465 2107696 401278 688491 83341 56227 8302 18812 379662 250687 45789 83186 217804 140861 31263 45680 46979 46979 14516 9370 2234 2912 676536 674282 2126 128 329350 306088 5077 18185 257209 201373 24240 31596 217946 163685 21027 33234 29682 25032 1591 3059 46228 38902 2642 4684 18899 15393 1522 1984 86478 58484 10063 17931 80316 66418 5773 8125 34803 21363 5455 7985 DONOR DESIGNATIONS 1700353 1700353 PUBL.,PRINT, & CAMPAIGN 62454 18673 43781 CMMNTY IMPCT & EVENTS 25330 25330 DUES & SUBCRIPTIONS 14644 9719 2138 2787 8677846 6910157 724790 1042899 235709 1092691 224489 112612 2619072 2519281 22313 175136 30021 1775196 593128 1251641 1182068 695795 667572 1773245 1688140 6975087 7314698 284248 269372 2512045 877231 11236 7205 212829 200075 772500 3020358 2126383 X -582861 197245 4537590 4991070 3954729 5188315 6975087 7314698 X 1303208 2578 -72200 X X 0 1 X 1 1 1 X 8100383 8439269 9029893 9108046 9738340 44415931 8100383 8439269 9029893 9108046 9738340 44415931 44415931 173574 185365 181711 159774 188015 888439 45304370 54042 0.98040 0.98020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 215176 15923 231099 206405 8771 215176 155875 42255 8275 206405 147597 8278 155875 145864 1733 147597 0.05000 0.61720 0.33280 0 0 100000 100000 1325766 338837 986929 5061 3374 1687 344369 250917 93452 1182068 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 1681721 RENTS RECEIVABLE 6419 1688140 X 9453448 2578 36155 -551823 -513090 9966538 14516 14516 9981054 8685611 36155 1686479 1722634 6962977 14516 1700353 1714869 8677846 PART IV, LINE 2B: GRANITE UNITED WAY ACTS AS A FISCAL SPONSOR FOR VARIOUS PROJECTS. THE SPONSOR MUST MAINTAIN FISCAL AND PROGRAM CONTROL. PART V, LINE 4: ENDOWMENT FUNDS ARE INTENDED TO BE USED FOR GENERAL OPERATIONS, YOUTH PROGRAMS, AND GENERAL OPERATIONS OF WHOLE VILLAGE. PART X, LINE 2: THE UNITED WAY HAS ADOPTED THE PROVISIONS OF FASB ASC 740 ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. ACCORDINGLY, MANAGEMENT HAS EVALUATED THE UNITED WAY'S TAX POSITIONS AND CONCLUDED THE UNITED WAY HAD MAINTAINED ITS TAX-EXEMPT STATUS, DOES NOT HAVE ANY SIGNIFICANT UNRELATED BUSINESS INCOME AND HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT OR DISCLOSURE IN THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE UNITED WAY IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL OR STATE TAX AUTHORITIES FOR TAX YEARS BEFORE 2017. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTERESTS IN TRUSTS -72,200. DONOR DESIGNATIONS NETTED WITH REVENUE ON FINANCIAL STATEMENTS -1,700,353. SHORT YEAR 990 REVENUE 1,220,730. PART XII, LINE 2D - OTHER ADJUSTMENTS: SHORT YEAR 990 EXPENSES 1,686,479. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS NETTED WITH REVENUE ON FINANCIAL STATEMENTS 1,700,353. 1 MANCHESTER'S NEIGHBORHOOD HEALTH IMPROVEMENT STRATEGY-YOUTH ENRICHMENT PART 999999999 501(C)3 148462 COMMUNITY IMPACT AFFORDABLE HOUSING EDUCATION AND DEVELOPMENT INC (AHEAD) 161 MAIN STREET LITTLETON NH 03561 023159643 501(C)3 49768 COMMUNITY IMPACT - COVID RELIEF AMOSKEAG HEALTH CENTER 145 HOLLIS STREET MANCHESTER NH 03101 020458174 501(C)3 49167 COMMUNITY IMPACT - COVID REFLIEF CHILDREN UNLIMITED INC PO BOX 986 CONWAY NH 03818 020399161 501(C)3 10000 COMMUNITY IMPACT - COVID RELIEF GOT LUNCH 18 VETERANS SQUARE LACONIA NH 03246 473815882 501(C)3 25000 COMMUNITY IMPACT - COVID RELIEF GREATER DERRY COMMUNITY HEALTH 14 TSIENNETO ROAD DERRY NH 03038 020433799 501(C)3 25000 COMMUNITY IMPACT - COVID RELIEF LAKES REGION COMMUNITY SERVICES 719 NORTH MAIN ST LACONIA NH 03247 020329795 501(C)3 70000 COMMUNITY IMPACT - COVID RELIEF NEIGHBORWORKS SOUTHERN NH 801 ELM ST MANCHESTER NH 03101 020455301 501(C)3 61067 $46,667 - COMMUNITY IMPACT - COVID RELIEF AND $14,400 - COMMUNITY IMPACT - HOUSING ACTION NH SPONSORSHIP NH LODGING & RESTAURANT ASSOCIATION 14 DIXON AVE CONCORD NH 03302 020216783 501(C)6 10000 COMMUNITY IMPACT - COVID REFLIEF SOUTHERN NEW HAMPSHIRE SERVICES 40 PINE STREET MANCHESTER NH 03104 020268285 501(C)3 6719 COMMUNITY IMPACT - COVID RELIEF UPPER VALLEY HAVEN 713 HARTFORF AVE WHITE RIVER JUNCTION VT 05001 030277908 501(C)3 97500 COMMUNITY IMPACT - COVID RELIEF WAYPOINT 464 CHESTNUT STEET MANCHESTER NH 03105 200222164 501(C)3 82753 $65,000 - COMMUNITY IMPACT - COVID RELIEF AND $17,753 - COMMUNITY IMPACT - SAFER TOGETHER PROGRAM IN LITTLETON, NH PART I, LINE 2: FACILITATING THE PROVISION OF HIGH QUALITY, HUMAN SERVICE PROGRAMS THROUGH AND WITH COMMUNITY PARTNERS IS THE PRIMARY MEANS THROUGH WHICH THE UNITED WAY SYSTEM ACHIEVES MEANINGFUL AND MEASURABLE IMPACT IN OUR THREE AREAS OF CRITICAL COMMUNITY NEED (EDUCATION, HEALTH AND ECONOMIC STABILITY). UNITED WAY RECOGNIZES THAT NON-PROFIT AGENCIES NEED TO BE WELL-MANAGED AND EFFECTIVELY GOVERNED IN ORDER TO APPROPRIATELY RESPOND TO CRITICAL COMMUNITY NEEDS AND TO IMPROVE THE QUALITY OF LIFE IN OUR SERVICE AREAS. PROGRAMS RECEIVING FUNDING FROM UNITED WAY UNDERGO INTENSIVE STAFF AND VOLUNTEER PRE-SCREENING BEFORE BEING AWARDED FUNDING. SUCH SCREENING INCLUDES, BUT IS NOT LIMITED TO: - AN APPLICATION PROCESS THAT INCLUDES EXPLANATION OF THE PROPOSED USE AND PROJECTED RESULTS FROM UTILIZATION OF THE FUNDING IN SUPPORT OF THE SPECIFIC TARGETED COMMUNITY OBJECTIVE; - REVIEW OF THE ORGANIZATION TO GAIN A LEVEL OF ASSURANCE THAT THE ORGANIZATION FOLLOWS SOUND GOVERNANCE, OPERATIONAL AND FISCAL POLICIES; - VERIFICATION OF COMPLIANCE WITH THE PROVISIONS OF THE PATRIOT ACT; - VERIFICATION OF CURRENT STATUS AS AN IRS CODE SECTION 501(C)(3) NONPROFIT ORGANIZATION. PROGRAMS ARE REQUIRED TO PROVIDE UNITED WAY WITH REGULAR PROGRESS REPORTS THAT SHOW HOW THE FUNDING HAS BEEN UTILIZED TO DATE AND THE RESULTS ACHIEVED. X X 0 0 0 0 0 0 0 0 0 PATRICK TUFTS PRESIDENT & CEO 194195 0 0 0 0 0 17968 0 0 0 212163 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 GRANITE UNITED WAY'S BYLAWS STATE THE FOLLOWING: "THE BOARD OF DIRECTORS SHALL BE THE MEMBERS OF THE CORPORATION". GRANITE UNITED WAY'S BOARD ARE ALL LOCAL VOLUNTEERS WHO BRING PASSION AND EXPERTISE TO THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF GRANITE UNITED WAY MAY ELECT MEMBERS OF THE GOVERNING BOARD TO LOCAL COMMITTEES THAT MAKE ALL LOCAL FUNDING DECISIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS REVIEWED BY THE AUDIT COMMITTEE IN DETAIL PRIOR TO FILING. QUESTIONS WERE ADDRESSED TO THE PREPARER AND RESOLVED TIMELY. A FINAL DRAFT VERSION OF THE RETURN WAS PROVIDED TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING. THE AUDIT WAS PRESENTED BY THE AUDITING FIRM, NATHAN WECHSLER & CO., TO THE FULL AUDIT COMMITTEE PRIOR TO THE FILING OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS AND STAFF ANNUALLY SIGN THE CODE OF ETHICS AND CONFLICT OF INTEREST POLICIES. THE ETHICS CODE STATES "STAFF, BOARD MEMBERS AND VOLUNTEERS ARE OBLIGATED TO DISCLOSE ANY VIOLATIONS OR PERCEIVED BREACHES OF THE CODE OF ETHICS OF WHICH THEY ARE AWARE. DISCLOSURE SHOULD BE MADE TO THE PRESIDENT AND TO THE BOARD CHAIR. ANY REPORTED BREACHES WILL BE INVESTIGATED AND APPROPRIATE ACTION, IF NEEDED, WILL BE TAKEN. GRANITE UNITED WAY ENCOURAGES ALL STAFF AND VOLUNTEERS TO BE PROMPT, OPEN AND FORTHRIGHT IN REPORTING PERCEIVED BREACHES OF THE CODE OF ETHICS." THE PRESIDENT AND CEO AND BOARD CHAIR HAVE INFORMED THE BOARD THAT NO BREACHES HAVE BEEN REPORTED. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS MEETS TO REVIEW THE STAFF SALARIES, INCLUDING THAT OF THE PRESIDENT AND CEO. THE COMMITTEE REVIEWS COMPARABLE COMPENSATION DATA FROM NH AND FROM UNITED WAYS NATION-WIDE. THE COMMITTEE RECOMMENDS ANY CHANGES NECESSARY TO THE COMPENSATION SCHEDULE. THE BOARD OF DIRECTORS THEN ACTS ON ANY ADJUSTMENTS. THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE STAFF SALARIES AND BENEFITS AND REPORTS TO THE BOARD IF ANY CHANGES ARE NECESSARY. THE BOARD ADOPTS THE SALARIES AND BENEFITS AS PART OF THE ANNUAL BUDGET. THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE PERFORMANCE OF THE PRESIDENT AND CEO AND ADOPTS ANY SALARY ADJUSTMENTS NEEDED. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 674,282. MANAGEMENT AND GENERAL EXPENSES 2,126. FUNDRAISING EXPENSES 128. TOTAL EXPENSES 676,536. FORM 990, PART XI, LINE 9: CHANGE IN THE VALUE OF BENEFICIAL INTEREST IN TRUSTS -72,200. FORM 990, PART XII, LINE 2C: NO CHANGE FROM PRIOR YEARS.