2019-01-09T10:06:48-06:00 2018-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2017-07-01 042104231 UNITED WAY OF TRI COUNTY INC UNIT 5088723291 46 PARK STREET FRAMINGHAM MA 01702 PAUL MINA PRESIDENT AND CEO 5088723291 2019-01-09 1 MATTHEW TROIANO CPA P01263939 5083669100 2019-01-09 64.238.141.162 2019-01-09 10:55:59 ES P F4247996A0DFD92197EA51AEF4558D040C319DAA CB2B07AFD6767982BCB28B09646F6ACBACA35001 2017 2019-02-21 02:37:17Z PAUL MINA 46 PARK STREET FRAMINGHAM MA 01702 8641174 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. 18 18 69 2980 0 0 6973287 6180330 1778210 1936338 24608 38569 -83362 69959 8692743 8225196 550135 488535 0 0 2743219 2770537 0 0 541073 4685899 4987517 7979253 8246589 713490 -21393 5357438 4738531 3186946 2968724 2170492 1769807 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 2628809 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. 1378191 488535 362887 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 4000 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. 1821641 290547 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. 1379909 1375551 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, 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. 1379909 1375551 7208550 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 1 1 0 0 0 0 0 0 0 0 1 8 0 69 1 0 0 0 0 0 0 0 0 0 0 X 18 18 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 GERALD GAW CHAIRPERSON 0.30 X X 0 0 0 PAUL MURASKO 1ST VICE CHAIR 0.30 X X 0 0 0 SCOTT RICHARDSON 2ND VICE CHAIR 0.30 X X 0 0 0 MICHAEL TENAGLIA TREASURER 0.30 X X 0 0 0 BONNIE BIOCCHI BOARD MEMBER 0.30 X 0 0 0 JAVIER CEVALLOS BOARD MEMBER 0.30 X 0 0 0 KEVIN FOLEY BOARD MEMBER 0.30 X 0 0 0 BOB HALPIN BOARD MEMBER 0.30 X 0 0 0 ROBERT LAMPREY BOARD MEMBER 0.30 X 0 0 0 GERALD T LEONE JR BOARD MEMBER 0.30 X 0 0 0 JAMIE MANSFIELD BOARD MEMBER 0.30 X 0 0 0 LEE MCELROY BOARD MEMBER 0.30 X 0 0 0 KEVIN MCINTYRE BOARD MEMBER 0.30 X 0 0 0 MARK O'CONNELL BOARD MEMBER 0.30 X 0 0 0 DUANE SCHULLER BOARD MEMBER 0.30 X 0 0 0 ARIEL SULLIVAN 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 PAUL MINA PRESIDENT & CEO, CLERK 40.00 X 236127 0 49087 MAURICE EDWARDS CFO 40.00 X 148832 0 30514 GARY LEVER VICE PRESIDENT 40.00 X 113938 0 18859 JODI BREIDEL DIRECTOR 40.00 X 113686 0 13427 612583 0 111887 4 0 1 0 0 25120 383335 5771875 3265899 6180330 MANAGEMENT FEES 900099 1375551 1375551 PORTAGE FEES 900099 290547 290547 SERVICE FEES 900099 270240 270240 1936338 7253 7253 315664 284348 31316 31316 31316 108942 383335 131630 -22688 -22688 MISCELLANEOUS 900099 92647 92647 92647 8225196 2028985 0 15881 488535 488535 473742 259066 89414 125262 1846005 1619304 26439 200262 92568 73013 2582 16973 161959 127115 18842 16002 196263 167941 6851 21471 15000 15000 62461 62461 3608 3608 4710 4710 8613 713 1517 6383 292673 225450 52996 14227 97155 70074 20441 6640 278557 210788 62104 5665 83820 55594 26232 1994 87376 66212 12829 8335 44638 44638 125720 97313 17219 11188 47060 30850 14783 1427 FOOD 1991388 1987972 3395 21 GOODS DONATED TO THE CO 1115257 1115257 PROVISION FOR UNCOLLECT 332378 332378 HOLIDAY GIVING PROGRAM 226696 226696 170407 49569 15615 105223 8246589 7208550 496966 541073 231628 171014 1190 2047 1911993 1439368 353455 353206 30755 25760 15865 4905 3403674 1075911 2419830 2327763 383022 404768 9700 9700 5357438 4738531 152108 194857 952614 880596 193500 172000 26407 30003 1794352 1650328 67965 40940 3186946 2968724 X 1800180 1424183 254974 230286 115338 115338 2170492 1769807 5357438 4738531 X -21393 -13215 -367121 1044 X X 0 1 X 1 0 X 5348160 5833320 6559286 6973287 6180330 30894383 1724642 1971919 2035163 1778210 1936338 9446272 7072802 7805239 8594449 8751497 8116668 40340655 0 0 0 40340655 8484 5846 2092 8070 7253 31745 8484 5846 2092 8070 7253 31745 115269 93874 31174 108292 92647 441256 7196555 7904959 8627715 8867859 8216568 40813656 0.98840 0.98790 0.00080 0.00100 X 0 1 X 124617 6694 7091 124220 120221 11509 7113 124617 133974 -6890 6863 120221 139914 1708 7648 133974 127861 20040 7987 139914 0.92850 0.07150 0 0 215000 215000 2036593 99705 1936888 130639 89665 40974 765169 685849 79320 256273 200692 55581 2327763 CAPITAL LEASE OBLIGATION 40940 40940 X 7043412 -13215 150000 132674 269459 6773953 3608 1447635 1451243 8225196 7076976 150000 131630 281630 6795346 3608 1447635 1451243 8246589 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, 2018. THE ORGANIZATION'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 131,630. CHANGE IN VALUE OF CHARITABLE LEAD TRUST 1,044. PART XI, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES 332,378. COSTS OF GOODS DONATED TO THE COMMUNITY 1,115,257. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 131,630. PART XII, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES 332,378. COST OF GOODS DONATED TO THE COMMUNITY 1,115,257. GOLF TOURNAMENT 36820 7500 29320 20971 ROSES 62757 62757 27109 5 392700 313078 79622 17176 13538 52836 492277 383335 108942 17176 34509 79945 131630 -22688 1 BOYS AND GIRLS CLUB MW 169 PLEASANT STREET MARLBOROUGH MA 01752 042387225 70000 GENERAL OPERATIONS MASS 211 INC 46 PARK STREET FRAMINGHAM MA 01702 043514643 19817 GENERAL OPERATIONS SMOC 300 HOWARD STREET FRAMINGHAM MA 01702 042389659 25000 GENERAL OPERATIONS UNITED WAY OF GREATER PLYMOUTH COUNTY 934 WEST CHESTNUT STREET BROCKTON MA 02301 042103940 10996 GENERAL OPERATIONS UNITED WAY OF CENTRAL MASSACHUSETTS 484 MAIN ST 300 WORCESTER MA 01608 042104017 16793 GENERAL OPERATIONS UNITED WAY OF GREATER ATTLEBOROTAUNTON INC 247 MAPLE ST ATTLEBORO MA 02703 042104020 7240 GENERAL OPERATIONS UNITED WAY OF MASSACHUSETTS BAY AND 51 SLEEER STREET BOSTON MA 02210 042382233 134339 GENERAL OPERATIONS UNITED WAY OF RHODE ISLAND 50 VALLEY STREET PROVIDENCE RI 02909 050276059 23439 GENERAL OPERATIONS UNITED WAY (UWGPSNJ) 1709 BENJAMIN FRANKLIN PKWY PHILADELPHIA PA 19103 231556045 45039 GENERAL OPERATIONS UNITED WAY OF GREATER MILWAUKEE 225 WEST VINE STREET MILWAUKEE WI 53212 390806190 5084 GENERAL OPERATIONS UNITED WAY OF DELAWARE INC 625 NORTH ORANGE STREET WILMINGTON DE 19801 510073399 117285 GENERAL OPERATIONS 11 11 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 236127 0 0 0 0 0 22194 0 26893 0 285214 0 0 0 MAURICE EDWARDS CFO 148832 0 0 0 0 0 13901 0 16613 0 179346 0 0 0 FORM 990, PART VII, SECTION A, LINE 5 PAUL MINA SERVES AS THE PRESIDENT AND CEO OF THE UNITED WAY OF TRI-COUNTY AND THE EXECUTIVE DIRECTOR OF MASS211. HIS 2017 COMPENSATION IS $197,127 FOR BEING THE PRESIDENT AND CEO OF THE UNITED WAY OF TRI-COUNTY AND $39,000 FOR RUNNING MASS211 AS ITS EXECUTIVE DIRECTOR. HIS 2017 BENEFITS ARE $49,087. HIS 2017 TOTAL COMPENSATION INCLUDING BENEFITS IS $285,214. PAUL MINA MANAGEMENT SERVICES AGREEMENT BETWEEN UWTC AND MASS211, INC. 1375551 MASS211, INC. PAYS UWTC A MANAGEMENT FEE TO PROVIDE OPERATIONAL AND MANAGEMENT SERVICES. THE AMOUNT SHOWN IN SCHEDULE L, PART IV, COLUMN (C) OF $1,375,551 REPRESENTS THE TOTAL MANAGEMENT FEE PAID TO UWTC BY MASS211, INC. DURING THE FISCAL YEAR ENDED JUNE 30, 2018. AS PART OF THIS AGREEMENT, PAUL MINA SERVES AS THE EXECUTIVE DIRECTOR OF MASS211, INC. (IN ADDITION TO HIS POSITION AS PRESIDENT/CPO OF UWTC). HIS COMBINED SALARY AND BENEFIT AMOUNTS ARE REPORTED IN SCHEDULE J, PART III OF FORM 990. 0 ROBERT LAMPREY BOARD MEMBER AND PRESIDENT AT BANK UNITED WAY HOLDS A CHECKING ACCOUNT AT BANK. 0 MARK O'CONNELL BOARD MEMBER AND PRESIDENT AT BANK UNITED WAY HOLDS A SAVINGS ACCOUNT AT BANK AS WELL AS A NOTE PAYABLE. 0 X 2 1928941 FAIR VALUE X OFFICE FURNITURE AND OTHER 32 1110262 FAIR MARKET VALUE X TOYS 522 226696 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 FIVE YEARS AND WILL CONTINUE FOR ANOTHER TWO AT NO INCREASE AS APPROVED. A NEW THREE YEAR CONTRACT WAS APPROVED EFFECTIVE 7/1/2015. HE WAS 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 1,044. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S OVERSIGHT PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.