2020-02-08T08:47:41-06:00 2019-06-30 043097400 KEVIN P MARTIN ASSOCIATES PC 10 N MAIN STREET FALL RIVER MA 02720 990 2018-07-01 042104026 UNITED WAY OF GREATER FALL RIVER INC UNIT 5086788361 30 BEDFORD STREET PO BOX 2550 FALL RIVER MA 02722 JAMES KAY TREASURER 5086788361 2020-02-04 1 MELISSA KENYON CPA P01272045 7813803520 2020-02-04 70.91.219.129 2020-02-04 10:20:03 ES P CB723D511B4361143C95584A8FE9F03509BC83C0 CB723D511B4361143C95584A8FE9F03509BC83C0 2018 2020-09-22 18:59:49Z ALISON BOUCHARD 30 BEDFORD STREET PO BOX 2550 FALL RIVER MA 02722 1658558 0 X UWGFR.ORG X 1957 MA THE PURPOSE OF THIS ORGANIZATION SHALL BE TO RAISE FUNDS; TO SOLICIT, RECEIVE AND HOLD MONEY AND OTHER PROPERTY, BOTH REAL AND PERSONAL, ACQUIRED BY GIFT, CONTRIBUTIONS, BEQUEST, DEVISE OR OTHERWISE; TO SELL AND CONVEY REAL PROPERTY SO ACQUIRED; TO DISBURSE AND DISTRIBUTE THE SAID FUNDS FOR THE FINANCIAL SUPPORT, IN WHOLE OR IN PART, OF LOCAL PROGRAMS CONDUCTED BY SOCIAL AGENCIES FOR CHARITABLE, HEALTH, WELFARE, RECREATIONAL AND ALLIED PURPOSES IN THE GREATER FALL RIVER AREA; TO PROVIDE THE PLANS, FACILITIES, MANPOWER AND COMMUNITY LEADERSHIP FOR AN ANNUAL UNIFIED FUND RAISING CAMPAIGN; TO EFFECTIVELY PLAN AND EXECUTE A BALANCED PROGRAM OF SOCIAL SERVICES. 27 27 7 291 0 0 1222700 984161 0 0 509565 261291 0 0 1732265 1245452 901577 834385 0 0 335194 369310 0 0 238317 142730 141980 1379501 1345675 352764 -100223 7189200 7210245 550057 533838 6639143 6676407 X THE PURPOSE OF THIS ORGANIZATION SHALL BE TO RAISE FUNDS; TO SOLICIT, RECEIVE AND HOLD MONEY AND OTHER PROPERTY, BOTH REAL AND PERSONAL, ACQUIRED BY GIFT, CONTRIBUTIONS, BEQUEST, DEVISE OR OTHERWISE; TO SELL AND CONVEY REAL PROPERTY SO ACQUIRED; TO DISBURSE AND DISTRIBUTE THE SAID FUNDS FOR THE FINANCIAL SUPPORT, IN WHOLE OR IN PART, OF LOCAL PROGRAMS CONDUCTED BY SOCIAL SERVICE AGENCIES FOR CHARITABLE, HEALTH, WELFARE, RECREATIONAL AND ALLIED PURPOSES IN THE GREATER FALL RIVER AREA; TO PROVIDE THE PLANS, FACILITIES, MANPOWER AND COMMUNITY LEADERSHIP FOR AN ANNUAL UNIFIED FUND RAISING CAMPAIGN; TO EFFECTIVELY PLAN AND EXECUTE A BALANCED PROGRAM OF SOCIAL SERVICES. 0 0 834385 834385 DISTRIBUTED 80% OF NET CAMPAIGN TO MANY HEALTH AND HUMAN SERVICE AGENCIES WHICH ASSIST A WIDE VARIETY OF PEOPLE IN GREATER FALL RIVER. THE PRIMARY FUNDING IS ALLOCATED TO 16 AGENCIES AND PROGRAMS FOLLOWING A COMPREHENSIVE PROGRAM AND FINANCIAL REVIEW PROCESS. SECONDARY FUNDING IS PROVIDED TO LOCAL AGENCIES AND PROGRAMS, AS DESIGNATED TO THE AGENCIES BY OUR DONORS. ADDITIONALLY, FUNDING IS PROVIDED THROUGH A COMPETITIVE GRANT PROCESS FOR SPECIAL PROJECTS OR PROGRAMS THAT BENEFIT THE COMMUNITY, SPECIFICALLY IN THE AREAS OF HEALTH, EDUCATION AND PREVENTION, ELDER CARE, FINANCIAL STABILITY AND INVESTING IN FAMILIES. 77360 INFOLINE: PROVIDES AN INFORMATION AND REFERRAL SERVICE THROUGH DIRECT CALLS TO OUR OFFICE (APPROXIMATELY 730 SUCH CALLS IN FISCAL YEAR 2019), OR THROUGH A REFERRAL TO THE STATE-WIDE I & R SERVICE - MASS 211 (OVER 1,380 LOCAL CALLS IN FISCAL YEAR 2019). WE ARE A FINANCIAL CONTRIBUTOR AND A CO-SPONSOR OF THE 211 SERVICE. ADDITIONALLY, WE PROVIDED ABOUT 8,000 BROCHURES AND DIRECTORIES TO THE COMMUNITY AS ADDITIONAL I & R, AND AS PART OF THE EDUCATIONAL PROCESS FOR THE COMMUNITY, BRINGING AWARENESS OF THE AVAILABILITY OF SOCIAL AND HEALTH AND HUMAN SERVICES FOR THOSE IN NEED9 911745 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 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 0 0 0 0 1 5 0 1 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 27 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X LAUREN NICHOLS FIN DIRECTOR 5086788361 30 BEDFORD ST PO BOX 2550 FALL RIVER MA 02722 REBECCA COLLINS DIRECTOR 0.10 X 0 0 0 JACKIE EINSTEIN DIRECTOR 0.10 X 0 0 0 SANDRA FITZSIMMONS DIRECTOR 0.10 X 0 0 0 MICHELLE PELLETIER DIRECTOR 0.30 X 0 0 0 GEORGE OLIVEIRA DIRECTOR 0.20 X 0 0 0 JAMES WALLACE DIRECTOR 0.20 X 0 0 0 ALICIA AMBROSE DIRECTOR 0.20 X 0 0 0 R CHRISTIAN LAFRANCE DIRECTOR 0.10 X 0 0 0 SONIA FASTINO DIRECTOR 0.10 X 0 0 0 GEORGE MERCIER DIRECTOR 0.20 X 0 0 0 GEORGE SHAKER JR DIRECTOR 0.10 X 0 0 0 ROGER BELIVEAU DIRECTOR 0.30 X 0 0 0 MELISSA PANCHLEY DIRECTOR 0.30 X 0 0 0 JOAN M MEDEIROS DIRECTOR 0.30 X 0 0 0 FRANK B SOUSA III DIRECTOR 0.10 X 0 0 0 ANN M RAMOS DESROSIERS DIRECTOR 0.30 X 0 0 0 DANIEL ABRAHAM DIRECTOR 0.40 X 0 0 0 JORGELINA MOREIRA DIRECTOR 0.30 X 0 0 0 THOMAS F AUBIN DIRECTOR 0.10 X 0 0 0 LAURA DOUGLAS PHD DIRECTOR 0.20 X 0 0 0 ROBIN HODKINSON DIRECTOR 0.40 X 0 0 0 ROBERT LUNQUEST DIRECTOR 0.20 X 0 0 0 ALISON BOUCHARD BOARD CHAIR 0.40 X X 0 0 0 SUSAN JENKINSON SECRETARY 0.10 X X 0 0 0 BARRY BIBEAU ASSISTANT SECRETARY 0.20 X X 0 0 0 JAMES H KAY TREASURER 0.20 X X 0 0 0 THOMAS DURKIN DIRECTOR 0.20 X X 0 0 0 RICHARD BEAULIEU DIRECTOR/ASST TREASURER 0.10 X X 0 0 0 ROBERT HORNE EXECUTIVE DIRECTOR 40.00 X 93775 0 12591 KIMBERLY SMITH EXECUTIVE DIRECTOR 40.00 X 21250 0 0 115025 0 12591 0 0 0 0 0 10818 973343 984161 190799 190799 483598 413106 70492 70492 70492 1245452 0 0 261291 834385 834385 171103 34220 63308 73575 138516 17468 47219 73829 16325 3173 5076 8076 14538 2772 3945 7821 28828 4058 10138 14632 14000 1680 3080 9240 27861 27861 42639 8204 14408 20027 41754 4150 14994 22610 12170 1217 4381 6572 1256 201 377 678 2300 217 826 1257 1345675 911745 195613 238317 91484 14506 165873 62197 521430 848496 15000 29741 23512 3015 6229 5253654 5442959 1153744 820858 7189200 7210245 1117 4716 140912 154500 408028 374622 550057 533838 X 3315411 3268870 2903 76586 3320829 3330951 6639143 6676407 7189200 7210245 X -100223 117160 -32998 53325 X X 0 1 X 1 0 X 1257974 1215999 1075573 1222700 984161 5756407 1257974 1215999 1075573 1222700 984161 5756407 1006174 4750233 179637 176971 179206 231254 190799 957867 6714274 0.70750 0.73150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5253654 565935 321619 698249 5442959 4913508 239017 396947 295268 550 5253654 4886078 569638 541030 1178 4913508 4970992 220000 32923 335985 1852 4886078 5050949 175000 206477 461434 4970992 0.61710 0.38290 1 0 29741 23512 6229 6229 C.S.V. LIFE INSURANCE 14336 BENEFICIAL INTEREST IN PERPETUAL TRUST 803192 PREPAID RENT 3330 820858 ALLOCATIONS AND DESIGNATIONS PAYABLE 360789 ANNUITY PAYMENT LIABILITY 13833 374622 1323535 117160 3120 42138 162418 1161117 27861 56474 84335 1245452 1253273 3120 3120 1250153 27861 67661 95522 1345675 PART V, LINE 4: THE UNITED WAY'S ENDOWMENT FUNDS ARE HANDLED IN TWO WAYS. A PORTION OF THE ENDOWMENT FUNDS ARE RESTRICTED BY THE DONORS TO BE USED FOR SPECIFIC SERVICES IN THE COMMUNITY. A PERCENTAGE OF THESE FUNDS (AS ANNUALLY DETERMINED BY THE BOARD OF DIRECTORS) ARE MADE AVAILABLE TO THE COMMUNITY THROUGH OUR COMMUNITY IMPACT GRANTS PROGRAM. THE AMOUNT AVAILABLE FOR USE IN THE YEAR ENDED JUNE 30, 2019 WAS $50,135. A GREATER PORTION OF THE ENDOWMENT FUND ($203,467) IS USED TO OFFSET OPERATING EXPENSES OF THE UNITED WAY, THEREBY ALLOWING MORE DONOR DOLLARS TO BE USED FOR FUNDING SERVICES AND PROGRAMS. THESE FUNDS ARE ALSO MADE AVAILABLE BY A PERCENTAGE OF THE ENDOWMENT FUNDS (AS ANNUALLY DETERMINED BY THE BOARD OF DIRECTORS). PART XI, LINE 2D - OTHER ADJUSTMENTS: REVALUATION ADJUSTMENT OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 6,723. CHANGE IN VALUES OF SPLIT-INTEREST AGREEMENTS 33,988. ACCRETION OF PRESENT VALUE DISCOUNT 1,427. PART XI, LINE 4B - OTHER ADJUSTMENTS: AMOUNT DESIGNATED BY DONORS 56,474. PART XII, LINE 4B - OTHER ADJUSTMENTS: AMOUNT DESIGNATED BY DONORS 67,661. 1 AMERICAN RED CROSS OF SE MA 286 SOUTH STREET HYANNIS MA 02601 530196605 501(C)(3) 35000 DISASTER SUPPORT THE ARC OF GREATER FALL RIVER PO BOX 1943 FALL RIVER MA 02722 042278687 501(C)(3) 56628 GENERAL SUPPORT GREATER FALL RIVER RE-CREATION 45 ROCK STREET FALL RIVER MA 02720 042491918 501(C)(3) 29577 COMPUTER LAB DIABETES ASSOCIATION 4 SOUTH MAIN STREET FALL RIVER MA 02721 042665107 501(C)(3) 60000 DIABETES/HEALTH FALL RIVER YMCA 199 NO MAIN STREET FALL RIVER MA 02720 042104749 501(C)(3) 19042 RECREATION FAMILY SERVICE ASSOCIATION 151 ROCK STREET FALL RIVER MA 02720 042104058 501(C)(3) 53064 MENTAL HEALTH KING PHILIP COMMUNITY HOUSE 334 TUTTLE STREET FALL RIVER MA 02724 042313397 501(C)(3) 10358 CHILD CARE NINTH STREET DAY NURSERY 533 HIGHLAND AVENUE FALL RIVER MA 02720 042223500 501(C)(3) 21680 CHILD CARE PEOPLE INC 4 SOUTH MAIN STREET FALL RIVER MA 02721 042447216 501(C)(3) 54426 GENERAL SUPPORT SERJOBS FOR PROGRESS 164 BEDFORD STREET FALL RIVER MA 02720 042664574 501(C)(3) 65697 JOB SUPPORT STANLEY STREET TREATMENT CENTER 386 STANLEY STREET FALL RIVER MA 02720 042604426 501(C)(3) 42830 HEALTH CLINIC STEPPINGSTONE INC 466 MAIN STREET FALL RIVER MA 02720 042505146 501(C)(3) 46323 SUBSTANCE ABUSE THE SAMARITANS PO BOX 9642 FALL RIVER MA 02720 222474826 501(C)(3) 34000 GENERAL SUPPORT BOYS AND GIRLS CLUB PO BOX 5155 FALL RIVER MA 02722 042103923 501(C)(3) 90417 RECREATION UNITED PARTNERSHIPS 4 SOUTH MAIN STREET FALL RIVER MA 02721 042447216 501(C)(3) 52130 EDUCATION/YOUTH WORD INC 951 SLADE STREET FALL RIVER MA 02724 042679578 501(C)(3) 30087 CHILD CARE SERVICES TEACH FOR AMERICA 60 CANAL STREET 3RD 5TH FLOOR BOSTON MA 02114 133541913 501(C)(3) 25000 GRANT PROJECT GREATER FALL RIVER COMMUNITY FOOD PANTRY 235 NASHUA STREET FALL RIVER MA 02721 223128989 501(C)(3) 7000 FOOD GRANT KATIE BROWN EDUCATIONAL PROGRAM 209 BEDFORD ST SUITE 302 FALL RIVER MA 02720 450480658 501(C)(3) 5500 YOUTH GRANT ONSTAGE THEATRICAL PRODUCTIONS 3770 NORTH MAIN STREET FALL RIVER MA 02720 043435309 501(C)(3) 5500 COMMUNITY IMPACT GRANT BAY COAST ROWING CENTER 994 JEFFERSON ST FALL RIVER MA 02721 045380974 501(C)(3) 10000 COMMUNITY IMPACT GRANT COACHING 4 CHANGE 427 WINTHROP STREET UNIT A TAUNTON MA 02780 273708397 501(C)(3) 10000 COMMUNITY IMPACT GRANT GFR PARTNERS HEALTHY COMMUNITY PO BOX 1228 FALL RIVER MA 02722 043409125 501(C)(3) 10000 COMMUNITY IMPACT GRANT RIVER TO RECOVERY 1507 PLEASANT STREET FALL RIVER MA 02723 472798667 501(C)(3) 8000 COMMUNITY IMPACT GRANT JRI CHILDRENS ADVOCACY 58 ARCH STREET FALL RIVER MA 02724 042526357 501(C)(3) 6000 COMMUNITY IMPACT GRANT SE CENTER IND LIVING 66 TROY STREET FALL RIVER MA 02720 042939676 501(C)(3) 5500 COMMUNITY IMPACT GRANT 26 0 PART I, LINE 2: PROCEDURES ARE IN PLACE TO MONITOR GRANTS AND ALLOCATIONS, BUT IN DIFFERENT WAYS. THE UNITED WAY UNDERTAKES A COMPREHENSIVE REVIEW PROCESS OF ITS MEMBER AGENCIES, PRIOR TO APPROVAL AND DISTRIBUTION OF FUNDS. DETAILED FINANCIAL REPORTS SUPPORTING PRIOR YEAR ALLOCATIONS ARE REVIEWED IN THIS PROCESS, SUPPORTED BY RECEIPT OF AUDITED FINANCIAL STATEMENTS (OR A LEVEL OF INDEPENDENTLY PREPARED FINANCIAL STATEMENTS DEPENDING ON THE LEVEL OF FUNDING PROVIDED TO THE AGENCY). WITH THE EXCEPTION OF A SMALL AMOUNT OF GRANTS TO LOCAL FOOD PANTRIES AND SOUP KITCHENS (WHICH REQUIRE NO SUPPORTING FINANCIAL REPORTS, AND ARE NOT AFFILIATED WITH UNITED WAY), ALL GRANT RECIPIENTS UNDER OUR COMMUNITY IMPACT PROGRAM ARE REQUIRED TO SUBMIT QUARTERLY REPORTS, TO BE REVIEWED BY STAFF AND/OR VOLUNTEERS PRIOR TO THE DISBURSEMENT OF QUARTERLY CHECKS. 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: REVALUATION ADJUSTMENT OF BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 6,723. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 33,988. TIMING DIFFERENCE - FASB 136 FOR DESIGNATIONS 11,187. ACCRETION OF PRESENT VALUE DISCOUNT 1,427. 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. PART XI, RECONCILIATION OF NET ASSETS THE BEGINNING NET ASSETS WITH DONOR RESTRICTIONS BALANCE HAS BEEN RESTATED TO PROPERLY REFLECT DISCOUNTS ON PROMISES TO GIVE. NET ASSETS WERE REDUCED BY 32,998. THE CORRECTION OF THE ERROR HAD NO IMPACT ON CURRENT YEAR PROFIT AND LOSS.