2019-05-15T15:17:08-05:00 2018-06-30 042713795 MEYERS BROTHERS KALICKA PC 330 WHITNEY AVE SUITE 800 HOLYOKE MA 01040 990 2017-07-01 042152680 UNITED WAY OF PIONEER VALLEY INC UNIT 4137372691 1441 MAIN STREET SUITE 147 SPRINGFIELD MA 01103 PAUL MINA PRESIDENT 4137372691 2019-05-15 1 RUDY M D'AGOSTINO P00962620 4135368510 2019-05-15 50.201.193.62 2019-05-15 12:35:05 ED P C6CC35AC4E2432ADF5195BD09D378E083022FF6C 5A9B31946DE11F1F68DF3A25C8ADA0442EF748AE 2017 2019-02-21 02:37:17Z PAUL MINA 1441 MAIN STREET SUITE 147 SPRINGFIELD MA 01103 4377162 0 X WWW.UWPV.ORG X 1950 MA MOBILIZE PEOPLE AND RESOURCES TO STRENGTHEN COMMUNITIES. 21 21 21 1825 0 7369 2738425 2352199 32020 34439 301294 224822 44371 89842 3116110 2701302 999557 700000 0 0 992479 941534 0 0 412655 1229180 868091 3221216 2509625 -105106 191677 6339254 6472370 1388937 1419737 4950317 5052633 X THE UNITED WAY OF PIONEER VALLEY MOBILIZES PEOPLE AND RESOURCES TO STRENGTHEN OUR COMMUNITIES. 0 0 1089415 540000 70391 FUNDS DISBURSED TO 501(C)(3) ORGANIZATIONS FOR COMMUNITY SERVICES AND INITIATIVES. ESTIMATED NUMBER OF PEOPLE SERVED IN THE COMMUNITY IS 175,000. 195802 75000 0 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. 202361 0 51960 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. 54000 0 0 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 45643 0 0 "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. 139108 85000 0 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 101071 0 0 OTHER MISCELLANEOUS PROGRAMS 339822 85000 0 1827400 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 0 0 0 0 1 8 0 1 21 1 1 1 0 0 0 0 0 0 0 0 0 X 21 21 0 0 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 BRIAN SMITH DIRECTOR 2.00 X 0 0 0 KATHRYN DUBE DIRECTOR - THRU DEC 2017 2.00 X 0 0 0 HELEN CAULTON-HARRIS DIRECTOR - THRU JUNE 2018 2.00 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 STEVEN LOWELL CHAIR 2.00 X X 0 0 0 GEORGE ARWADY DIRECTOR 2.00 X 0 0 0 DANIEL WARWICK DIRECTOR 2.00 X 0 0 0 SHAUN DWYER DIRECTOR 2.00 X 0 0 0 DANIEL FINNEGAN SECRETARY 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 DENIS GAGNON JR VICE CHAIR 2.00 X X 0 0 0 LAUREN SCRUGGS TREASURER 2.00 X X 0 0 0 ASHELY ALLEN DIRECTOR 2.00 X 0 0 0 ALEX DIXON 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 JASON NEWMARK DIRECTOR 2.00 X 0 0 0 JULIE DIALESSI-LAFLEY DIRECTOR 2.00 X 0 0 0 ASHLEY MAHONEY DIRECTOR OF FINANCE (THRU JULY 2018) 35.00 X 55144 0 360 JAMES AYRES PRESIDENT & CEO THRU 6/30/18 35.00 X 89767 0 4905 144911 0 5265 0 0 0 0 0 2352199 2352199 ADMIN. FEES-FUNDRAIS. 900099 34439 34439 34439 70417 70417 1830265 1675860 154405 154405 154405 CONFERENCE/ TRAININGS 900099 51960 51960 EXPENSE REIMBURSEMENT 900099 35952 35952 OTHER 900099 1930 1930 89842 2701302 122351 0 226752 700000 700000 130094 130094 643035 472194 -56334 227175 22344 6379 3913 12052 59234 43268 3913 12053 86827 52987 8294 25546 34300 34300 18790 18790 101987 30591 46624 24772 65745 36535 29210 45569 -3238 26163 22644 91919 43586 24552 23781 8075 2969 120 4986 50097 40180 3500 6417 2421 2421 31457 16328 7723 7406 14983 7165 4191 3627 DESIGNATED FUNDS 268644 268644 MA 211 FEES 54000 54000 MISCELLANEOUS 26442 26442 DUES AND SUBSCRIPTIONS 24205 24205 29457 2744 13727 12986 2509625 1827400 269570 412655 876889 1032494 50030 5004 768213 614905 762 114857 13205 13205 554836 463787 112491 91049 3156916 3191196 95278 98043 1265470 1311617 6339254 6472370 29708 341322 1134065 951500 28965 9000 129507 73370 66692 44545 1388937 1419737 X 3037696 3183531 564813 475147 1347808 1393955 4950317 5052633 6339254 6472370 X 191677 31360 -120721 X X 0 1 X 1 0 X 5601840 5771717 3092723 2393417 2185331 19045028 5601840 5771717 3092723 2393417 2185331 19045028 2443597 16601431 39347 43765 51466 45515 70417 250510 128511 141881 11712 36361 53890 372355 19667893 1309154 0.84410 0.80990 X 0 1 X 4517303 302329 200000 19137 4600495 4294627 440579 200000 17903 4517303 4715232 4617 -102922 300000 22300 4294627 4399609 272537 62855 19769 4715232 3872928 200 543637 17156 4399609 0.67570 0.30300 0.02130 1 0 147193 93678 53515 407643 370109 37534 91049 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 1311256 INTEREST AND DIVIDENDS RECEIVABLE 361 1311617 ACCRUED VACATION 44545 44545 X 2558921 31360 111208 142568 2416353 284949 284949 2701302 2456605 111208 111208 2345397 164228 164228 2509625 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, 2015. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET LOSSES FROM UNCOLLECTIBLE PLEDGES 166,868. DONOR CHOICE CONTRIBUTIONS REPORTED AS REVENUE ON 990 164,228. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -46,147. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR CHOICE CONTRIBUTIONS PAID OUT AS GRANTS 164,228. 1 BETTER HOMES 5 NORTHAMPTON AVE SPRINGFIELD MA 011093330 046190467 501( C )(3) 15000 BASIC NEED GRANT PROGRAM BOYS & GIRLS CLUB FAMILY CENTER INC 100 ACORN STEERT SPRINGFIELD MA 011092430 042105940 501( C )(3) 35000 EDUCATION GRANT PROGRAM BOYS & GIRLS CLUB OF GREATER WESTFIELD 28 WEST SILVER STREET WESTFIELD MA 010860128 042464259 501( C )(3) 40000 EDUCATION GRANT PROGRAM BOYS & GIRLS CLUB OF GREATER HOLYOKE INC 70 NICK COSMOS WAY HOLYOKE MA 010405218 042103792 501( C )(3) 50000 EDUCATION GRANT PROGRAM LUDLOW BOYS & GIRLS CLUB INC 91 CLAUDIAS WAY LUDLOW MA 010563101 042089767 501( C )(3) 40000 EDUCATION GRANT PROGRAM BOYS & GIRLS CLUB OF SPRINGFIELD CAREW HILL 481 CAREW STREET SPRINGFIELD MA 011042362 041858620 501( C )(3) 50000 EDUCATION GRANT PROGRAM WEST SPRINGFIELD BOYS & GIRLS CLUB INC 615 MAIN STREET WEST SPRINGFIELD MA 01089 042105827 501( C )(3) 45000 EDUCATION GRANT PROGRAM CATHOLIC CHARITIES 65 ELLIOT STREET SPRINGFIELD MA 01105 861121553 501( C )(3) 25000 BASIC NEED GRANT PROGRAM COLLABORATIVE FOR EDUCATIONAL SERVICES INC 97 HAWLEY STREET NORTHAMPTON MA 01060 042562893 501( C )(3) 30000 EDUCATION GRANT PROGRAM FRIENDS OF THE HOMELESS INC 755 WORTHINGTON STREET SPRINGFIELD MA 01105 222786732 501( C )(3) 25000 BASIC NEED GRANT PROGRAM HABITAT FOR HUMANITY 268 COLD SPRING AVE WEST SPRINGFIELD MA 01089 042970982 501( C )(3) 10000 BASIC NEED GRANT PROGRAM HOMEWORK HOUSE INC 54 NORTH SUMMER STREET HOLYOKE MA 01040 562666698 501( C )(3) 30000 EDUCATION GRANT PROGRAM MARTIN LUTHER KING JR FAMILY SERVICES INC 106 WILBRAHAM RD SPRINGFIELD MA 01109 042647035 501( C )(3) 5000 BASIC NEED GRANT PROGRAM OPEN PANTRY COMMUNITY SERVICE INC 287 STATE STREET SPRINGFIELD MA 01105 521084599 501( C )(3) 10000 BASIC NEED GRANT PROGRAM OUR COMMUNITY FOOD PANTRY INC 220 COLLEGE HIGHWAY SOUTHWICK MA 01077 900635553 501( C )(3) 20000 BASIC NEED GRANT PROGRAM PROVIDENCE MINISTRIES 51 HAMILTON STREET PO BOX 6269 HOLYOKE MA 01040 042898893 501( C )(3) 15000 BASIC NEED GRANT PROGRAM REGIONAL EMPLOYMENT BOARD OF HAMPDEN COUNTY INC 1441MAIN STREET STE 111 SPRINGFIELD MA 011031406 222489896 501( C )(3) 30000 EDUCATION GRANT PROGRAM THE SALVATION ARMY 170 PEARL STREET SPRINGFIELD MA 01105 135562351 501( C )(3) 20000 BASIC NEED GRANT PROGRAM THE SALVATION ARMY 170 PEARL STREET SPRINGFIELD MA 01105 135562351 501( C )(3) 40000 EDUCATION GRANT PROGRAM THE SALVATION ARMY (HOLYOKE) 271 APPLETON ST HOLYOKE MA 01040 135562352 501( C )(3) 10000 BASIC NEED GRANT PROGRAM SPRINGFIELD RESCUE MISSION INC 10 MILL STREET PO BOX 9045 SPRINGFIELD MA 01108 521047790 501( C )(3) 20000 BASIC NEED GRANT PROGRAM SOUTH END COMMUNITY CENTER INC PO BOX 30192 SPRINGFIELD MA 011030192 042103854 501( C )(3) 45000 EDUCATION GRANT PROGRAM THE GRAY HOUSE 22 SHELDON STREET SPRINGFIELD MA 01107 042783515 501( C )(3) 10000 COMMUNITY SERVICE YMCA OF GREATER SPRINGFIELD 275 CHESTNUT ST SPRINGFIELD MA 01104 041859893 501( C )(3) 45000 EDUCATION GRANT PROGRAM YWCA OF WESTERN MASSACHUSETTS 1 CLOUGH STREET SPRINGFIELD MA 011182213 042103858 501( C )(3) 35000 BASIC NEED GRANT PROGRAM 25 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 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: UNITED WAY OF AMERICA GUIDELINES/COMPARABILITY DATA ARE USED BY THE FINANCE COMMITTEE FOR THE DETERMINATION OF FAIR COMPENSATION FOR THE CEO. THE LAST TIME A COMPENSATION STUDY WAS PERFORMED FOR THE CEO WAS MARCH 2013. 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 46,147. NET LOSSES FROM UNCOLLECTIBLE PLEDGES -166,868. 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.