2021-05-14T11:40:45-05:00 2020-06-30 042713795 MEYERS BROTHERS KALICKA PC 330 WHITNEY AVE SUITE 800 HOLYOKE MA 01040 990 2019-07-01 042152680 UNITED WAY OF PIONEER VALLEY INC UNIT 4137372691 1441 MAIN STREET SUITE 147 SPRINGFIELD MA 01103 MOE EDWARDS CFO 4137372691 2021-05-14 1 RUDY M D'AGOSTINO P00962620 4135368510 2021-05-14 2019 2022-09-23 18:48:47Z PAUL MINA 1441 MAIN STREET SUITE 147 SPRINGFIELD MA 01103 1895402 0 X WWW.UWPV.ORG X 1950 MA MOBILIZE PEOPLE AND RESOURCES TO STRENGTHEN COMMUNITIES. 18 18 15 1065 0 0 2126728 1432205 25651 18323 161285 13181 69679 90715 2383343 1554424 790248 538044 0 0 759428 750143 0 0 293091 887963 753942 2437639 2042129 -54296 -487705 5851239 5230130 984410 628164 4866829 4601966 X THE UNITED WAY OF PIONEER VALLEY MOBILIZES PEOPLE AND RESOURCES TO STRENGTHEN OUR COMMUNITIES. 0 0 898037 484930 19217 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. 281938 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. 146904 87904 HEALING RACISM INSTITUTE OF PIONEER VALLEY - A COMMUNITY INITIATIVE DEVELOPED TO ACKNOWLEDGE AND REVERSE THE IMPACT OF RACISM IN OUR COMMUNITY. THROUGH THE UNITED WAY'S PARTNERSHIP WITH OTHER ORGANIZATIONS, SEMINARS ARE OFFERED THAT PROVIDE A SAFE ENVIRONMENT TO LEARN ABOUT THE IMPACT OF RACISM ON OUR NATION AND COMMUNITY. 42500 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 11274 "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. 92923 51114 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 45447 2000 WOMEN'S LEADERSHIP COUNCIL - CONNECTS PROFESSIONAL WOMEN TO ISSUES THAT IMPACT YOUNG WOMEN, GENERATIONALLY 192144 53114 1519023 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 4 0 1 15 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 WALEKSA LUGO-DEJESUS DIRECTOR OF HRIPV 35.00 X 107566 0 0 MEGAN MOYNIHAN DIRECTOR OF FINANCE 35.00 X 73490 0 1269 PAUL MINA PRESIDENT & CEO 16.00 X 0 0 0 MOE EDWARDS CFO 8.00 X 0 0 0 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 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 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 181056 0 1269 1 0 0 0 UNITED WAY OF TRI-COUNTY 46 PARK ST 2 FRAMINGHAM MA 01702 PURCHASED SERVICES 172000 1 75000 1357205 1432205 ADMIN. FEES-FUNDRAIS. 900099 18323 18323 18323 54159 54159 300000 340978 -40978 -40978 -40978 CONFERENCE/ TRAININGS 900099 87904 87904 OTHER 900099 1917 1917 EXPENSE REIMBURSEMENT 900099 894 894 90715 1554424 107121 0 15098 538044 538044 86613 20295 46023 20295 525185 424891 100294 25468 20558 921 3989 38331 19795 6570 11966 74546 50005 4921 19620 135831 83650 52181 27000 27000 15704 15704 161454 161454 46216 30648 998 14570 52580 22873 6994 22713 100724 67762 8779 24183 5408 4065 152 1191 25462 21468 1448 2546 28858 15891 6616 6351 23356 5977 15392 1987 DESIGNATED FUNDS 50020 50020 MA 211 FEES 42500 42500 DUES AND SUBSCRIPTIONS 12611 12611 EQUIPMENT REPAIR & MAIN 10166 10166 16052 4847 11205 2042129 1519023 230015 293091 791137 889072 13656 13446 766731 368317 69273 27750 9243 18243 416629 336659 81157 79970 2713190 2431091 100343 101570 1306509 1300671 5851239 5230130 75261 35704 642014 336013 234224 55201 159000 32911 42246 984410 628164 X 3164084 2994511 1702745 1607455 4866829 4601966 5851239 5230130 X -487705 21651 201191 X X 0 1 X 1 0 X 3092723 2393417 2185331 2126728 1432205 11230404 3092723 2393417 2185331 2126728 1432205 11230404 505755 10724649 51466 45515 70417 78631 54159 300188 11712 36361 53890 3497 1914 107374 11637966 783165 0.92150 0.87350 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 4119681 28994 300000 15704 3832971 4600495 142145 600000 22959 4119681 4517303 302329 200000 19137 4600495 4294627 440579 200000 17903 4517303 4715232 4617 -102922 300000 22300 4294627 0.61270 0.36080 0.02650 1 0 156238 119565 36673 260391 217094 43297 79970 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 1300310 INTEREST AND DIVIDENDS RECEIVABLE 361 1300671 ACCRUED VACATION 42246 42246 X 1505048 21651 99507 121158 1383890 15704 154830 170534 1554424 1769911 99507 99507 1670404 15704 356021 371725 2042129 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, 2017. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET LOSSES FROM UNCOLLECTIBLE PLEDGES 98,972. DONOR CHOICE CONTRIBUTIONS REPORTED AS REVENUE ON 990 50,020. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 5,838. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR CHOICE CONTRIBUTIONS PAID OUT AS GRANTS 50,020. CHANGE IN ACCRUED GRANTS PAYABLE 306,001. 1 BOYS & GIRLS CLUB OF HOLYOKE 70 NICK COSMOS WAY HOLYOKE MA 010405218 042103792 501( C )(3) 30000 COMMUNITY SERVICE BOYS & GIRLS CLUB OF GREATER WESTFIELD 28 WEST SILVER STREET WESTFIELD MA 010860128 042464259 501( C )(3) 30000 COMMUNITY SERVICE BOYS & GIRLS CLUB OF LUDLOW 91 CLAUDIAS WAY LUDLOW MA 010563101 042089767 501( C )(3) 25000 COMMUNITY SERVICE BOYS & GIRLS CLUB OF SPRINGFIELD CAREW HILL 481 CAREW STREET SPRINGFIELD MA 011042362 041858620 501( C )(3) 33750 COMMUNITY SERVICE COLLABRATIVE FOR EDUCATIONAL SERVICES INC 97 HAWLEY STREET NORTHAMPTON MA 01060 042562893 501( C )(3) 22500 COMMUNITY SERVICE ELIOT COMMUNITY HUMAN SERVICES 125 HARTWELL AVE LEXINGTON MA 02421 042316924 501( C )(3) 8000 COMMUNITY SERVICE FRIENDS OF THE HOMELESSINC 755 WORTHINGTON STREET SPRINGFIELD MA 01105 222786732 501( C )(3) 16669 COMMUNITY SERVICE HOME CITY DEVELOPMENT 261 OAK GROVE AVE SPRINGFIELD MA 01109 046190467 501( C )(3) 15000 COMMUNITY SERVICE HOMEWORK HOUSE 54 N SUMMER STREET HOLYOKE MA 01040 562666698 501( C )(3) 22500 COMMUNITY SERVICE NEIGHBORS HELPING NEIGHBORS 30 CAREW STREET SOUTH HADLEY MA 01075 454928566 501( C )(3) 8333 COMMUNITY SERVICE OPEN PANTRY COMMUNITY SERVICES INC 287 STATE STREET SPRINGFIELD MA 01105 521084599 501( C )(3) 12500 COMMUNITY SERVICE OUR COMMUNITY FOOD PANTRY 220 COLLEGE HIGHWAY SOUTHWICK MA 01077 900635553 501( C )(3) 10000 COMMUNITY SERVICE PROVIDENCE MINISTRIES FOR THE NEEDY INC 51 HAMILTON STREET PO BOX 6269 HOLYOKE MA 01041 042898893 501( C )(3) 15000 COMMUNITY SERVICE MASSHIRE HAMPDEN COUNTY WORKFORCE BOARD INC 1441MAIN STREET STE 111 SPRINGFIELD MA 011031406 222489896 501( C )(3) 22500 COMMUNITY SERVICE SALVATION ARMY-HOLYOKE 271 APPLETON STREET HOLYOKE MA 01040 135562351 501( C )(3) 10523 COMMUNITY SERVICE SALVATION ARMY-SPRINGFIELD 170 PEARL STREET SPRINGFIELD MA 01105 135562351 501( C )(3) 43772 COMMUNITY SERVICE SPRINGFIELD RESCUE MISSION 19 BLISS STREET SPRINGFIELD MA 01102 521047790 501( C )(3) 17500 COMMUNITY SERVICE THE GRAY HOUSE 22 SHELDON STREET SPRINGFIELD MA 01107 042783515 501( C )(3) 8333 COMMUNITY SERVICE VALLEY OPPORTUNITY COUNCIL 35 MT CARMEL AVE CHICOPEE MA 01013 042692763 501( C )(3) 8333 COMMUNITY SERVICE WOMANSHELTERCOMPANERAS PO BOX 1099 HOLYOKE MA 010411099 042716766 501( C )(3) 17500 COMMUNITY SERVICE YMCA OF GREATER SPRINGFIELD 275 CHESTNUT STREET SPRINGFIELD MA 011043562 041859893 501( C )(3) 33750 COMMUNITY SERVICE YWCA OF WESTERN MASS 1 CLOUGH STREET SPRINGFIELD MA 011182213 042103858 501( C )(3) 17500 COMMUNITY SERVICE 22 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 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 -5,838. NET LOSSES FROM UNCOLLECTIBLE PLEDGES -98,972. CHANGE IN ACCRUED GRANTS PAYABLE-SCHEDULE I PRESENTED ON CASH BASIS 306,001. 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 28321 324824 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 13826 478429 0.80000 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0