2020-11-12T12:07:47-06:00 2020-06-30 042571780 AAFCPAS INC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2019-07-01 042104231 UNITED WAY OF TRI COUNTY INC UNIT 5088723291 46 PARK STREET FRAMINGHAM MA 01702 PAUL MINA PRESIDENT AND CEO 5088723291 2020-11-09 1 MATTHEW TROIANO CPA P01263939 5083669100 2020-11-09 40.70.31.102 2020-11-09 13:37:06 ES P 2A9010E3A6A0BB3B06F86C59D67A72AD6F64F0F5 2A9010E3A6A0BB3B06F86C59D67A72AD6F64F0F5 2019 2021-01-29 14:40:06Z PAUL MINA 46 PARK STREET FRAMINGHAM MA 01702 9934034 0 X UWOTC.ORG X 1957 MA THE UNITED WAY OF TRI-COUNTY IS A COMMUNITY BUILDING ORGANIZATION THAT ASSESSES AND ADDRESSES DEMONSTRATED COMMUNITY NEED. WE DERIVE MOST OF OUR FINANCIAL RESOURCES FROM EMPLOYEE CAMPAIGNS CONDUCTED BY SUPPORTIVE COMPANIES THROUGHOUT THE REGION. ADDITIONAL FUNDS ARE RAISED THROUGH INDIVIDUAL AND CORPORATE GIVING. 20 20 77 12450 0 0 5470104 7468438 2051103 2140100 27562 7226 168378 109294 7717147 9725058 387433 253540 0 0 2832197 2797427 0 0 507653 4583836 6257971 7803466 9308938 -86319 416120 4528457 5161293 2848659 3057343 1679798 2103950 X TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER BY RAISING FUNDS, CONNECTING VOLUNTEERS, STRENGTHENING AGENCIES AND TEACHING SOCIAL RESPONSIBILITIES. 0 0 3831834 FOOD SECURITY: IT IS OUR MISSION TO PROVIDE HUNGER RELIEF, IMPROVE THE QUALITY OF LIFE, AND CONNECT FAMILIES AND NEIGHBORS IN NEED TO ESSENTIAL SERVICES IN OUR COMMUNITY. OUR GOAL IS TO REDUCE LEVELS OF FOOD INSECURITY, WHILE STRENGTHENING THE CONNECTIONS BETWEEN PEOPLE AND AVAILABLE RESOURCES. WITH FOOD PANTRY LOCATIONS IN FRAMINGHAM, MARLBOROUGH, AND CLINTON MASSACHUSETTS, THE UNITED WAY OF TRI-COUNTY'S FOOD SECURITY PROGRAM DISTRIBUTES OVER 1.5 MILLION POUNDS OF FOOD ANNUALLY. WE ALSO PROVIDE HOT MEALS TO NEEDY INDIVIDUALS AND FAMILIES IN FRAMINGHAM AND CLINTON. 1918138 265164 PRODUCT PHILANTHROPY: OUR UNITED WAY DISTRIBUTION SERVICES PROGRAM TAKES SURPLUS GOODS, MANUFACTURER OVERSTOCK AND GENTLY USED ITEMS AND PROVIDES THEM TO NEEDY CLIENTS WHO ARE REFERRED TO US BY OUR TRUSTED COMMUNITY PARTNERS. 1439122 1438529 CALL CENTER: WE OPERATE MASS211, A STATE WIDE HOT LINE THAT PROVIDES FREE INFORMATION & REFERRAL SERVICES FOR THE CITIZENS OF THE COMMONWEALTH 24/7 365 DAYS A YEAR. MASS211 IS FOR NON-LIFE THREATENING CALLS. WE ARE THE OFFICIAL HOT LINE FOR THE MASSACHUSETTS EMERGENCY MANAGEMENT AGENCY, THE EXECUTIVE OFFICE FOR EARLY EDUCATION AND CARE, DEPARTMENT OF PUBLIC HEALTH, CHILDREN REQUIRING ASSISTANCE (CRA) AND THE MASSACHUSETTS RUNAWAY ASSISTANCE PROGRAM.THROUGH OUR CALL2TALK MENTAL HEALTH/SUICIDE PREVENTION LINE PEOPLE WHO ARE DEPRESSED AND OR DESPONDENT CAN SPEAK TO A FRIENDLY HIGHLY TRAINED LISTENER SO THEY CAN TALK OUT THIR STRESS AND ANXIETIES. THIS IS A FREE SERVICE. CALL2TALK IS PART OF THE NATIONAL LIFELINE SUICIDE PREVENTION NETWORK. 1169448 253540 506119 THE UNITED WAY OF TRI-COUNTY IS A COMMUNITY BUILDING ORGANIZATION THAT INVESTS OUR DONORS' CONTRIBUTIONS IN PROGRAMS AND SERVICES THAT HAVE A PROVEN TRACK RECORD OF SUCCESS. OUR PRIMARY GOAL IS TO IMPROVE THEQUALITY OF LIFE FOR INDIVIDUALS AND FAMILIES BY PROVIDING THEM THE OPPORTUNITIES THEY NEED TO BECOME PRODUCTIVE, SELF-SUFFICIENT MEMBERS OF THE COMMUNITY. WE FUND COMMUNITY PARTNER AGENCIES THAT PROVIDECRITICAL PROGRAMS FOR CHILDREN, FAMILIES AND SINGLE ADULTS. ADDITIONALLY WE PROVIDE DIRECT SERVICES TO THE COMMUNITY IN THE AREAS OF FOOD SECURITY, PRODUCT PHILANTHROPY, INFORMATION & REFERRAL, SUICIDE PREVENTION AND CHILDHOOD LITERACY. WE ARE A VOLUNTEER DRIVEN ORGANIZATION THAT ENGAGES THE HELP OF OVER 12,000 VOLUNTEERS EACH YEAR.THE UNITED WAY OF TRI-COUNTY PROVIDES SERVICES TO THOUSANDS OF OUR NEIGHBORS AND FRIENDS IN 34 COMMUNITIES THROUGHOUT NORFOLK, MIDDLESEX, AND WORCESTER COUNTIES. 1169448 253540 506119 8358542 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 7 0 77 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X MOE EDWARDS 5088723291 46 PARK STREET FRAMINGHAM MA 01702 PAUL MURASKO IMMEDIATE PAST CHAIR 0.30 X X 0 0 0 SCOTT RICHARDSON CHAIRPERSON 0.30 X X 0 0 0 DUANE SCHUELLER TREASURER 0.30 X X 0 0 0 JULIE O'NEILL 2ND VICE CHAIR 0.30 X X 0 0 0 JAVIER CEVALLOS BOARD MEMBER 0.30 X 0 0 0 KEVIN FOLEY BOARD MEMBER 0.30 X 0 0 0 MARIA ALMA NAVEDO BOARD MEMBER 0.30 X 0 0 0 NEHA MISRA BOARD MEMBER 0.30 X 0 0 0 ANDREW MILLER BOARD MEMBER 0.30 X 0 0 0 GERALD GAW BOARD MEMBER 0.30 X 0 0 0 KEVIN MCINTYRE BOARD MEMBER 0.30 X 0 0 0 ELLEN MCGOVERN 1ST VICE CHAIR 0.30 X X 0 0 0 GREG KENNEDY BOARD MEMBER 0.30 X 0 0 0 REV DR J ANTHONY LLOYD BOARD MEMBER 0.30 X 0 0 0 STEVE TRASK BOARD MEMBER 0.30 X 0 0 0 ROBERT TREMBLAY BOARD MEMBER 0.30 X 0 0 0 JOHN STRICKLAND BOARD MEMBER 0.30 X 0 0 0 LARISSA THURSTON BOARD MEMBER 0.30 X 0 0 0 ROBERT MORAN JR BOARD MEMBER 0.30 X 0 0 0 ALAA ABUSALAH BOARD MEMBER 0.30 X 0 0 0 PAUL MINA PRESIDENT & CEO, CLERK 40.00 X 246436 0 50951 MAURICE EDWARDS CFO 40.00 X 160275 0 32414 JODI BREIDEL DIRECTOR 40.00 X 118646 0 13902 EILEEN DAVIS SENIOR VICE PRESIDENT 40.00 X 116749 0 14414 642106 0 111681 4 0 1 0 0 602 257761 7210075 4333850 7468438 MANAGEMENT FEES 900099 1598529 1598529 SERVICE FEES 900099 276407 276407 PORTAGE FEES 900099 265164 265164 2140100 7969 7969 169393 170136 -743 -743 -743 78422 257761 38840 39582 39582 MISCELLANEOUS 900099 69712 69712 69712 9725058 2209812 0 46808 253540 253540 482507 267237 80672 134598 1861083 1649845 28547 182691 73142 54722 6044 12376 158807 152032 573 6202 221888 193333 7987 20568 15000 15000 67469 29972 37497 3735 3735 8049 8049 6486 325 1831 4330 317673 236222 57098 24353 157279 123311 30596 3372 339016 289761 44320 4935 87756 64988 13179 9589 74293 65970 194 8129 67373 67373 99654 72068 16894 10692 65237 39949 23410 1878 FOOD 3093835 3089942 3832 61 GOODS DONATED TO THE CO 1116155 1116155 PROVISION FOR UNCOLLECT 421384 421384 HOLIDAY GIVING PROGRAM 171992 171992 145585 57745 3961 83879 9308938 8358542 442743 507653 126242 1178038 2934 4954 1319508 1276863 365312 18457 24484 12723 12652 13831 3108939 910697 2238446 2198242 426764 446070 12115 12115 4528457 5161293 265806 186879 829309 796691 150500 129000 29269 33830 1546727 1420638 477752 27048 12553 2848659 3057343 X 1361939 1783697 317859 320253 1679798 2103950 4528457 5161293 X 416120 12425 -4393 X X 0 1 X 1 0 X 6559286 6973287 6180330 5470104 7468438 32651445 2035163 1778210 1936338 2051103 2140100 9940914 8594449 8751497 8116668 7521207 9608538 42592359 0 0 0 42592359 2092 8070 7253 10517 7969 35901 2092 8070 7253 10517 7969 35901 31174 108292 92647 110850 69712 412675 8627715 8867859 8216568 7642574 9686219 43040935 0.98960 0.98860 0.00080 0.00080 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 123823 7648 3610 127861 124220 7063 7460 123823 124617 6694 7091 124220 120221 11509 7113 124617 133974 -6890 6863 120221 0.90210 0.09790 0 0 215000 215000 2036593 205338 1831255 149705 103348 46357 452980 389544 63436 254661 212467 42194 2198242 CAPITAL LEASE OBLIGATION 12553 12553 X 8380656 12425 150000 34447 196872 8183784 3735 1537539 1541274 9725058 7956504 150000 38840 188840 7767664 3735 1537539 1541274 9308938 PART IV, LINE 2B: THE ORGANIZATION ACTS AS A FISCAL AGENT FOR TWO LOCAL ASSOCIATIONS. AS THE ASSOCIATIONS' FISCAL AGENT, THE ORGANIZATION RECEIVES AND DISBURSES FUNDS ON BEHALF OF THE ASSOCIATIONS. SINCE THE REVENUES AND EXPENSES ASSOCIATED WITH THIS ASSOCIATIONS ARE NOT PART OF THE ORGANIZATION'S OPERATIONS, THEY ARE EXCLUDED FROM REVENUES AND EXPENSES. PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2020. THE ORGANIZATION'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 38,840. CHANGE IN VALUE OF CHARITABLE LEAD TRUST -4,393. PART XI, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES 421,384. COSTS OF GOODS DONATED TO THE COMMUNITY 1,116,155. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 38,840. PART XII, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES 421,384. COST OF GOODS DONATED TO THE COMMUNITY 1,116,155. FEED A FAMILY 257761 257761 21432 ALTERNATIVE FUND 60452 60452 17408 2 17970 17970 336183 257761 78422 17408 21432 38840 39582 1 BOYS AND GIRLS CLUB MW 169 PLEASANT STREET MARLBOROUGH MA 01752 042387225 60000 GENERAL OPERATIONS MASS 211 INC 46 PARK STREET FRAMINGHAM MA 01702 043514643 19817 GENERAL OPERATIONS UNITED WAY OF MASSACHUSETTS BAY AND 51 SLEEER STREET BOSTON MA 02210 042382233 14964 GENERAL OPERATIONS ALZHEIMER'S DISEASE & RELATED DISORDERS 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 133039601 72337 GENERAL OPERATIONS AMERICAN RED CROSS DISASTER RELIEF FUND PO BOX 37243 WASHINGTON DC 20013 530196605 58113 GENERAL OPERATIONS FONDOS UNIDOS DE PUERTO RICO PO BOX 191914 SAN JUAN PR 00919 660269222 17919 GENERAL OPERATIONS UNITED WAY OF NORTHEAST GEORGIA 1 HUNTINGTON ROAD ATHENS GA 30606 042864675 10390 GENERAL OPERATIONS 7 7 PART I, LINE 2: DESIGNATIONS - UNITED WAY OF TRI-COUNTY DOES NOT MONITOR THE USE OF DESIGNATIONS. THE ORGANIZATION HONORS A DONOR'S WISH TO GIVE THEIR MONEY TO A CERTAIN 501(C)(3) ORGANIZATION AND DOES NOT HAVE THE AUTHORITY TO FOLLOW UP. ALLOCATIONS - THESE ARE COMMUNITY CARE DOLLARS DISBURSED BASED ON A CITIZEN'S REVIEW PROCESS. THE PARTNER AGENCIES ARE TO FOLLOW A MEMORANDUM OF UNDERSTANDING TO USE THE FUNDS SPECIFIED. THEY ARE GIVING AN AWARD LETTER THAT OUTLINES HOW THE MONEY IS TO BE USED. UNITED WAY OF TRI COUNTY RESERVES THE RIGHT FOR SITE VISITS AND REQUESTS SUCCESS STORIES. THE UNITED WAY RESERVES THE RIGHT TO EXERCISE VARIANCE AUTHORITY OVER ALL GIFTS AND GRANTS. X X 0 0 0 0 0 0 0 0 0 PAUL MINA PRESIDENT & CEO, CLERK 246436 0 0 0 0 0 23042 0 27909 0 297387 0 0 0 MAURICE EDWARDS CFO 160275 0 0 0 0 0 14986 0 17428 0 192689 0 0 0 FORM 990, PART VII, SECTION A, LINE 5 PAUL MINA'S TOTAL COMPENSATION IS FOR THE MANAGEMENT AND OVERSIGHT OF THREE NON PROFIT ORGANIZATIONS: THE UNITED WAY OF TRI-COUNTY, MASS211, INC. AND THE UNITED WAY OF PIONEER VALLEY. X 2 3057464 FAIR VALUE X OFFICE FURNITURE AND OTHER 28 1104394 FAIR MARKET VALUE X TOYS 461 171992 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S FINANCE COMMITTEE AND BOARD OF DIRECTORS FOR APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS INCLUDED WITHIN THE EMPLOYEE HANDBOOK, WHICH IS SIGNED BY ALL EMPLOYEES WHEN THEY ARE HIRED. THE ORGANIZATION MONITORS AND ENSURES IT IS IN COMPLIANCE AS SITUATIONS ARISE. ALL BOARD MEMBERS SIGN A RELATED PARTY QUESTIONNAIRE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION. THE PRESIDENT HAS BEEN ON A CONTRACT FOR THE PAST NINE YEARS. HE IS GIVEN A VERBAL REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE LEAD TRUST -4,393. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S OVERSIGHT PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.