2020-07-06T09:42:31-05:00 2019-06-30 043000523 O'CONNOR & DREW PC 25 BRAINTREE HILL OFC PK SUITE 102 BRAINTREE MA 02184 990 2018-07-01 042104280 UNITED SOUTH END SETTLEMENTS UNIT 6175368610 48 RUTLAND STREET BOSTON MA 02118 MAICHARIA Z WEIR LYTLE PRESIDENT AND CEO 6175368610 2020-07-02 1 DAVID A DIIULIS P00303577 6174711120 2020-07-02 108.7.66.186 2020-07-02 10:07:20 ED P 0FBC3B7BA0F5D3073980989AB29B22460209637D B87812306A3E04B13792C2CC05051CF9C2B26D67 2018 2021-01-29 14:40:06Z MAICHARIA Z WEIR LYTLE 48 RUTLAND ST BOSTON MA 02118 6454123 0 X WWW.USES.ORG X 1959 MA TO HARNESS THE POWER OF OUR DIVERSE COMMUNITY TO DISRUPT THE CYCLE OF POVERTY FOR CHILDREN AND THEIR FAMILIES. 20 20 120 250 0 0 2874035 4924839 768405 899860 134555 47427 352681 -82774 4129676 5789352 16758 0 0 0 2387142 2616671 0 0 456907 1558282 1697097 3962182 4313768 167494 1475584 4749944 8283148 1183617 3281315 3566327 5001833 THE MISSION OF UNITED SOUTH END SETTLEMENTS IS TO HARNESS THE POWER OF OUR DIVERSE COMMUNITY TO DISRUPT THE CYCLE OF POVERTY FOR CHILDREN AND THEIR FAMILIES. 0 0 2494747 904242 YOUTH PROGRAMMING (ECE, ASP, CH)- USES'S YOUTH PROGRAMMING PROVIDES A "WHOLE CHILD" CONTINUUM OF PROGRAMMING FROM BIRTH TO AGE 17 THAT SERVES OVER 300 CHILDREN AND TEENS PER YEAR. WE OFFER FULL-DAY EARLY CHILDHOOD EDUCATION AS WELL AS AFTER SCHOOL AND FULL-DAY SUMMERTIME PROGRAMMING THAT FOCUSES ON ACADEMIC ACHIEVEMENT, EMOTIONAL DEVELOPMENT, AND ARTS ENRICHMENT. CAMP HALE PROVIDES BOYS AND GIRLS WITH A SLEEPAWAY SUMMER CAMP EXPERIENCE AND EXPANDING YEAR-ROUND LEADERSHIP ENGAGEMENT. 323952 WORKFORCE READINESS - TRAINING FOR OFFICE JOBS (TOJ) PROGRAM, EQUIPS 36 PARTICIPANTS PER YEAR WITH WORKPLACE SKILLS MICROSOFT OFFICE, TYPING, AND EMAIL AND "SOFT" SKILLS FOR THE WORKPLACE SUCH AS ACCOUNTABILITY, GOAL SETTING, AND CUSTOMER SERVICE. THE TRAINING UTILIZES INTERACTIVE AND HANDS-ON LEARNING, GUEST SPEAKERS, NETWORKING, TEACHER EVALUATIONS, SELF-ASSESSMENTS, AND JOB READINESS AND JOB SEARCHING INSTRUCTION AND SUPPORT. 248727 COACHING- COACHING HELPS PARTICIPANTS SET THEIR OWN GOALS, IDENTIFY CONCRETE STEPS TOWARD MEETING THOSE GOALS, AND CHECKS IN AT REGULAR INTERVALS TO PROVIDE ACCOUNTABILITY. 50+ PARTICIPANTS FOCUS ON BUILDING SUCCESS IN FIVE AREAS: CAREER, FINANCES, FAMILY, EDUCATION/TRAINING, AND COMMUNITY CONNECTIONS. 3067426 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 43 0 1 120 1 0 0 0 0 0 1 1 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 0 0 MA X KEVIN D FONTANA 7813568050 2 SHARP ST UNIT B HINGHAM MA 02043 JULIA JOHANNSEN CHAIR 10.00 X X 0 0 0 LOUIS S MERCEDES VICE CHAIR 2.00 X X 0 0 0 RICHARD H STERN TREASURER 5.00 X X 0 0 0 AZRA KANJI CLERK THROUGH 6/30/19 2.00 X X 0 0 0 IMARI PARIS JEFFRIES BOARD MEMBER 2.00 X X 0 0 0 GARY BAILEY BOARD MEMBER 2.00 X 0 0 0 GRETCHEN COOK-ANDERSON BOARD MEMBER 2.00 X 0 0 0 JENNIFER COPLON BOARD MEMBER 2.00 X 0 0 0 JAMES DEMAGGIO BOARD MEMBER (THROUGH 6/30/19) 2.00 X 0 0 0 JACQUELINE FANTUZZI BOARD MEMBER 2.00 X 0 0 0 PETER FORKNER BOARD MEMBER 2.00 X 0 0 0 HON ARTHUR GAJARSA BOARD MEMBER 2.00 X 0 0 0 KEVIN KOSLOSKY BOARD MEMBER 2.00 X 0 0 0 KENNETH KRUCKEMEYER BOARD MEMBER 2.00 X 0 0 0 BANDITA JOARDER BOARD MEMBER 2.00 X 0 0 0 JOYCE LEE BOARD MEMBER 2.00 X 0 0 0 AARON MILLER BOARD MEMBER 2.00 X 0 0 0 PATRICK PLANETA BOARD MEMBER 2.00 X 0 0 0 CAMILLE PRESTON BOARD MEMBER 2.00 X 0 0 0 JOAN TIFFANY BOARD MEMBER (THROUGH 6/30/19) 2.00 X 0 0 0 MAICHARIA Z WEIR LYTLE PRESIDENT AND CEO 50.00 X 142666 0 606 142666 0 606 1 0 0 0 HAYCON INC 784 TREMONT STREET BOSTON MA 02116 CONSTRUCTION CONTRACTOR 882335 CONNESTON CONSTRUCTION INC PO BOX 7546 GILFORD NH 03247 CONSTRUCTION CONTRACTOR 850058 ECRATCHIT INC 2 SHARP STREET UNIT B HINGHAM MA 02043 ACCOUNTING/CFO SERVICES 158480 3 35898 387291 532057 3969593 66415 4924839 PROGRAM SERVICE FEES 900099 899860 899860 899860 17046 17046 320579 398834 -78255 -78255 -78255 78737 100000 32384 115972 46353 -15972 30381 30381 8680 387291 117581 -108901 -108901 INSURANCE PROCEEDS 900099 100000 100000 MISCELLANEOUS 900099 4382 4382 104382 5789352 904242 0 -39729 X 161018 48305 40255 72458 2093024 1730536 180487 182001 168414 113930 41205 13279 194215 139451 34570 20194 730 730 27360 4000 23360 813128 398819 320743 93566 157598 71942 49295 36361 146671 128073 15815 2783 59291 46251 1564 11476 35105 2 35103 145927 121289 20664 3974 83963 68193 7382 8388 MEALS 159384 132857 15372 11155 PROGRAM SUPPLIES 56104 56104 TRAINING 11836 7674 2890 1272 4313768 3067426 789435 456907 1976 2963 215515 319695 1496072 1512058 278093 100522 123805 165172 11541554 6305593 1746145 5235961 744904 831077 143434 115700 4749944 8283148 613865 427058 147190 96741 416953 2753770 5609 3746 1183617 3281315 X 1827924 3467781 1662042 1457691 76361 76361 3566327 5001833 4749944 8283148 1475584 -40078 0 X X 0 1 X 1 0 X 2473899 2808805 3678534 2874035 4924839 16760112 840309 762326 758864 768405 899860 4029764 3314208 3571131 4437398 3642440 5824699 20789876 120223 313064 1208458 458915 115081 2215741 0 120223 313064 1208458 458915 115081 2215741 18574135 61 20760 4410 46740 17046 89017 61 20760 4410 46740 17046 89017 53151 8055 21304 559880 104382 746772 3367420 3599946 4463112 4249060 5946127 21625665 0.85890 0.84440 0.00410 0.00420 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2014 AMOUNT: $ 53,151. 2015 AMOUNT: $ 8,055. 2016 AMOUNT: $ 21,304. 2017 AMOUNT: $ 10,507. 2018 AMOUNT: $ 4,382. INSURANCE PROCEEDS - 2014 AMOUNT: $ 0. 2015 AMOUNT: $ 0. 2016 AMOUNT: $ 0. 2017 AMOUNT: $ 549,373. 2018 AMOUNT: $ 100,000. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 889429 22639 0 912068 1263697 85905 460173 889429 1710892 147032 594227 1263697 2054144 -66384 276868 1710892 3163598 -32320 1077134 2054144 0.91600 0.08400 1 0 111960 111960 4693630 2047924 2645706 5271603 3481217 1790386 801759 668477 133282 662602 107975 554627 5235961 DEFERRED COMPENSATION 3746 3746 X 6282410 -40078 18330 -21748 6304158 -514806 -514806 5789352 4846904 18330 514806 533136 4313768 0 4313768 PART V, LINE 4: ENDOWMENT FUNDS REPRESENT PERMANENTLY RESTRICTED CONTRIBUTIONS FOR WHICH THE PRINCIPAL MUST BE HELD AS A PERMANENT SOURCE OF INCOME FOR THE CHILDREN'S ART CENTER. THE REMAINING PORTION OF THE ENDOWMENT FUNDS REPRESENTS A BOARD DESIGNATED ENDOWMENT TO BE INVESTED IN A LONG-TERM INVESTMENT PORTFOLIO. THE ORGANIZATION HAS A SPENDING POLICY UNDER WHICH 5% OF THE AVERAGE FAIR MARKET VALUE OF THE BOARD DESIGNATED ENDOWMENT FOR THE PREVIOUS THREE YEARS, ADJUSTED FOR EXTRAORDINARY DEPOSITS AND WITHDRAWALS, CAN BE USED TO SUPPORT OPERATIONS. PART X, LINE 2: USES HAS BEEN NOTIFIED BY THE INTERNAL REVENUE SERVICE THAT IT MEETS THE QUALIFICATIONS TO BE CLASSIFIED AS A TAX EXEMPT ENTITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. USES HAS ALSO BEEN CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF 509(A) AND QUALIFIES FOR DEDUCTIBLE CONTRIBUTIONS AS PROVIDED IN SECTION 170 (B) (1) (A) (VI). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES REQUIRE AN ENTITY TO ASSESS THE PROBABILITY THAT A TAX POSITION HAS A "MORE LIKELY THAN NOT" (MLTN) SUSTAINABILITY AFTER REVIEW BY TAX AUTHORITIES. IF A TAX POSITION IS DEEMED NOT TO MEET THIS THRESHOLD, ANY UNRECOGNIZED TAX BENEFITS AND COSTS ARE ESTIMATED AND RECOGNIZED. TAX RETURNS ARE ROUTINELY OPEN FOR REVIEW BY THE TAX AUTHORITIES FOR THREE YEARS FROM THEIR DUE DATE. IN CERTAIN CIRCUMSTANCES THE STATUTE OF LIMITATIONS MAY REMAIN OPEN INDEFINITELY. AS A NOT-FOR-PROFIT ENTITY EXEMPT FROM INCOME TAXES, USES MAY, HOWEVER, BE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -398,834. BUILDING SALE EXPENSE -115,972. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 398,834. BUILDING SALE EXPENSE 115,972. GALA 395971 387291 8680 34320 7471 34148 41642 395971 387291 8680 34320 7471 34148 41642 117581 -108901 X 7 49526 FMV X SUPPLIES 230 12485 X CATERING/FOOD 3 4401 0 0 0 PART I, COLUMN (B): THE AMOUNTS REPORTED IN PART 1, COLUMN B REPRESENT THE NUMBER OF INDIVIDUAL CONTRIBUTIONS FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE PRESIDENT/CEO, COO, OUTSOURCED ACCOUNTING FIRM, FINANCE/AUDIT COMMITTEE, AND THE CHAIRMAN OF THE BOARD BEFORE IT IS FILED. IN ADDITION, A COPY OF THE FINAL FORM 990 IS PROVIDED TO ALL BOARD MEMBERS BEFORE IT IS FILED FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS HAS A WRITTEN CONFLICT OF INTEREST POLICY. PURSUANT TO THE POLICY, DIRECTORS WHO BELIEVE A POTENTIAL TRANSACTION WITH USES MAY INVOLVE A CONFLICT MUST REPORT THAT TRANSACTION AND ALL MATERIAL FACTS IN WRITING TO THE EXECUTIVE COMMITTEE. NO INVOLVED DIRECTOR MAY BE PRESENT FOR THE DISCUSSION OR VOTE, NOR MAY SUCH DIRECTOR INFLUENCE OR MAKE RECOMMENDATIONS WITH RESPECT TO SUCH VOTE. A DISINTERESTED MAJORITY OF THE EXECUTIVE COMMITTEE (OR A DISINTERESTED MAJORITY OF THE BOARD, IF A MAJORITY OF THE EXECUTIVE COMMITTEE IS DISQUALIFIED FROM ACTING) WILL VOTE ON THE TRANSACTION. APPROVAL SHALL BE BASED ON A FINDING THAT THE TRANSACTION IS FAIR TO USES AND IN THE BEST INTERESTS OF THE ORGANIZATION, THAT IT APPEARS THAT USES CANNOT OBTAIN A MORE ADVANTAGEOUS ARRANGEMENT WITH REASONABLE EFFORT AND THAT THE TRANSACTION WILL NOT CONSTITUTE AN EXCESS BENEFIT UNDER SECTION 4958 TO THE INTERNAL REVENUE CODE. ANNUALLY, EACH BOARD MEMBER WILL SIGN A STATEMENT PROVIDED BY USES TO THE EFFECT THAT HE/SHE HAS READ AND UNDERSTANDS THIS POLICY AND AGREES TO COMPLY WITH IT. THE DIRECTOR WILL ALSO DISCLOSE ON THAT STATEMENT INFORMATION RELATING TO POTENTIAL CONFLICTS OF INTEREST. IN ADDITION, THE ORGANIZATION HAS A SEPARATE CONFLICT OF INTEREST POLICY THAT IS APPLICABLE TO ALL EMPLOYEES (INCLUDING OFFICERS AND KEY EMPLOYEES) WHICH REQUIRES DISCLOSURE OF POTENTIAL CONFLICTS TO IMMEDIATE MANAGERS AND/OR HR. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR. IN FY15, THE ORGANIZATION ENGAGED AN INDEPENDENT SEARCH FIRM TO SEARCH FOR PROSPECTIVE CANDIDATES AND TO ASSIST WITH DETERMINING AN APPROPRIATE COMPENSATION PACKAGE FOR A NEW CEO. IN ORDER TO DETERMINE THE COMPENSATION PACKAGE, THE SEARCH FIRM PROVIDED SALARY INFORMATION FOR COMPARABLE POSITIONS IN BOSTON, CONSIDERED THE COMPENSATION PAID TO THE PREVIOUS CEO, AND SURVEYED THE FINAL FIVE CANDIDATES FOR WHAT THEY WERE SEEKING IN COMPENSATION. IN ADDITION, PRIOR TO ENGAGING THE SEARCH FIRM, SEVERAL OTHER CONSULTANTS WERE INTERVIEWED, AND THEY EACH PROVIDED WHAT THEY FELT WAS AN APPROPRIATE RANGE FOR THE CEO'S COMPENSATION. THE FINAL COMPENSATION AMOUNT WAS APPROVED BY THE BOARD IN DECEMBER 2014. THE DELIBERATIONS AND DECISION WERE CONTEMPORANEOUSLY DOCUMENTED. AT THE END OF FY 18, THE BOARD APPROVED A MODEST INCREASE IN THE CEO'S COMPENSATION FOR FY19. THIS INCREASE WAS BASED ON A REVIEW OF COMPARABLE DATE AND WAS DONE AFTER A FORMAL EVALUATION PROCESS CONDUCTED BY THE EXECUTIVE COMMITTEE. THE DECISIONS AND DELIBERATIONS WERE DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 15B THE ORGANIZATION DID NOT COMPENSATE ANY OTHER EMPLOYEES MEETING THE IRS DEFINITIONS OF OFFICERS OR KEY EMPLOYEES. 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 IX, LINE 11G DIRECT CARE CONSULTANTS: PROGRAM SERVICE EXPENSES 5,289. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,289. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 393,530. MANAGEMENT AND GENERAL EXPENSES 320,743. FUNDRAISING EXPENSES 93,566. TOTAL EXPENSES 807,839. FORM 990, PART XII, LINE 2C: PROCESS DID NOT CHANGE FROM PRIOR YEAR.