COMMUNITY UNITED WAY OF PIONEER VALLEY INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY UNITED WAY OF PIONEER VALLEY INC (EIN 04-2152680)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-15
- IRS object ID
- 201801359349308535
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-15T14:18:56-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042713795 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEYERS BROTHERS KALICKA PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 WHITNEY AVE SUITE 800 | AddressLine1Txt |
| City | HOLYOKE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042152680 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF PIONEER | BusinessNameLine1Txt |
| Business Name Line2 | VALLEY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 4137372691 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1441 MAIN STREET SUITE 147 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES AYRES | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4137372691 | PhoneNum |
| Signature | 2018-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUDY M D'AGOSTINO | PreparerPersonNm |
| PTIN | P00962620 | PTIN |
| Phone | 4135368510 | PhoneNum |
| Preparation | 2018-05-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JAMES AYRES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1441 MAIN STREET SUITE 147 | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,736,118 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UWPV.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1950 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | MOBILIZE PEOPLE AND RESOURCES TO STRENGTHEN COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 1825 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,256,747 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,738,425 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $426,527 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $32,020 | CYProgramServiceRevenueAmt |
| PY Investment Income | $78,756 | PYInvestmentIncomeAmt |
| CY Investment Income | $301,294 | CYInvestmentIncomeAmt |
| PY Other Revenue | $58,975 | PYOtherRevenueAmt |
| CY Other Revenue | $44,371 | CYOtherRevenueAmt |
| PY Total Revenue | $3,821,005 | PYTotalRevenueAmt |
| CY Total Revenue | $3,116,110 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,241,883 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $999,557 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,577,228 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $992,479 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $381,906 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,062,171 | PYOtherExpensesAmt |
| CY Other Expenses | $1,229,180 | CYOtherExpensesAmt |
| PY Total Expenses | $4,881,282 | PYTotalExpensesAmt |
| CY Total Expenses | $3,221,216 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,060,277 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$105,106 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,593,030 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,339,254 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $216,286 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,388,937 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,376,744 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,950,317 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE UNITED WAY OF PIONEER VALLEY MOBILIZES PEOPLE AND RESOURCES TO STRENGTHEN OUR COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,670,570 | ExpenseAmt |
| Grant | $999,557 | GrantAmt |
| Revenue | $40,030 | RevenueAmt |
| Desc | FUNDS DISBURSED TO 501(C)(3) ORGANIZATIONS FOR COMMUNITY SERVICES AND INITIATIVES. ESTIMATED NUMBER OF PEOPLE SERVED IN THE COMMUNITY IS 175,000. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $160,795 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $177,019 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (5 entries)
| ExpenseExpenseAmt | GrantGrantAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|---|
| $54,443 | $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 |
| LITERACY TRUST: TARGET FUNDING FOR COMMUNITY IMPACT INITIATIVES AND PROGRAMS THAT ARE SPECIFIC TO IMPROVING FAMILY AND INDIVIDUAL FINANCIAL STABILITY IN OUR LOCAL COMMUNITIES. | |||
| $60,874 | 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 | ||
| $34,705 | "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. | ||
| $97,667 | OTHER MISCELLANEOUS PROGRAMS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $247,689 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,256,073 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 32 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 19 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASHLEY MAHONEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4136930221 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1441 MAIN STREET | AddressLine1Txt |
| City | SPRINGFIELD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 011081023 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| BRIAN SMITH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MANUEL ANDRADE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KATHRYN DUBE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| HELEN CAULTON-HARRIS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| RUSSELL DENVER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT SADOWSKY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL WEEKES | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| BENNETT MARKENS | ||||||
| CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SCOTT GRODSKY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN LOWELL | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW GEFFIN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE ARWADY | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICK LEARY | ||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SUSAN MCCOY | ||||||
| CLERK | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SHAUN DWYER | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER ENDICOTT | ||||||
| VICE CHAIR | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| DANIEL FINNEGAN | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| V VAN JOHNSON III | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| KATHLEEN PLANTE | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID SCRUGGS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| LORA WONDOLOWSKI | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DENIS GAGNON JR | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL MATHIS | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DORA ROBINSON | ||||||
| PRESIDENT & CEO THRU 6/30 | 35.00 | $151,125 | $0 | $8,856 | Yes (X) | |
| RAYMOND BERRY | ||||||
| SR VP FINANCE (THRU 12/31/17) | 35.00 | $103,190 | $0 | $10,996 | Yes (X) | |
| JAMES AYRES | ||||||
| PRESIDENT & CEO AS OF 6/12/17 | 35.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $254,315 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $19,852 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,738,425 | AllOtherContributionsAmt |
| Noncash Contributions | $35,195 | NoncashContributionsAmt |
| Total Contributions | $2,738,425 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMIN. FEES-FUNDRAIS. | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $32,020 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,020 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $32,020 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $45,515 | TotalRevenueColumnAmt |
| Exclusion | $45,515 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,838,054 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,582,275 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $255,779 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $255,779 | TotalRevenueColumnAmt |
| Exclusion | $255,779 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $42,135 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $37,733 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,402 | TotalRevenueColumnAmt |
| Exclusion | $4,402 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|
| OTHER | 900099 | $31,959 | $31,959 | |
| EXPENSE REIMBURSEMENT | 900099 | $8,010 | $8,010 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $39,969 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,116,110 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,030 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $337,655 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $999,557 | TotalAmt |
| Program Services | $999,557 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,066 | TotalAmt |
| Management And General | $145,066 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $647,909 | TotalAmt |
| Program Services | $334,335 | ProgramServicesAmt |
| Management And General | $87,185 | ManagementAndGeneralAmt |
| Fundraising | $226,389 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,721 | TotalAmt |
| Program Services | $21,961 | ProgramServicesAmt |
| Management And General | $17,063 | ManagementAndGeneralAmt |
| Fundraising | $17,697 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,128 | TotalAmt |
| Program Services | $25,367 | ProgramServicesAmt |
| Management And General | $17,063 | ManagementAndGeneralAmt |
| Fundraising | $17,698 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,655 | TotalAmt |
| Program Services | $30,425 | ProgramServicesAmt |
| Management And General | $29,919 | ManagementAndGeneralAmt |
| Fundraising | $22,311 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,900 | TotalAmt |
| Management And General | $29,900 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,248 | TotalAmt |
| Management And General | $17,248 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $315,442 | TotalAmt |
| Program Services | $152,871 | ProgramServicesAmt |
| Management And General | $148,835 | ManagementAndGeneralAmt |
| Fundraising | $13,736 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,719 | TotalAmt |
| Program Services | $44,114 | ProgramServicesAmt |
| Management And General | $7,238 | ManagementAndGeneralAmt |
| Fundraising | $19,367 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,372 | TotalAmt |
| Program Services | $34,325 | ProgramServicesAmt |
| Management And General | $15,529 | ManagementAndGeneralAmt |
| Fundraising | $9,518 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,855 | TotalAmt |
| Program Services | $48,522 | ProgramServicesAmt |
| Management And General | $24,552 | ManagementAndGeneralAmt |
| Fundraising | $23,781 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,318 | TotalAmt |
| Program Services | $4,163 | ProgramServicesAmt |
| Management And General | $3,438 | ManagementAndGeneralAmt |
| Fundraising | $2,717 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,664 | TotalAmt |
| Program Services | $40,950 | ProgramServicesAmt |
| Management And General | $4,002 | ManagementAndGeneralAmt |
| Fundraising | $5,712 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,201 | TotalAmt |
| Program Services | $15,951 | ProgramServicesAmt |
| Management And General | $9,011 | ManagementAndGeneralAmt |
| Fundraising | $8,239 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,536 | TotalAmt |
| Program Services | $7,181 | ProgramServicesAmt |
| Management And General | $6,562 | ManagementAndGeneralAmt |
| Fundraising | $3,793 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| DESIGNATED FUNDS | $268,778 | $268,778 |
| MISCELLANEOUS | $115,355 | $115,355 |
| MA 211 FEES | $54,443 | $54,443 |
| USED EQUIP/MISC | $35,195 | $35,195 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,154 | TotalAmt |
| Program Services | $22,580 | ProgramServicesAmt |
| Management And General | $20,626 | ManagementAndGeneralAmt |
| Fundraising | $10,948 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,221,216 | TotalAmt |
| Program Services | $2,256,073 | ProgramServicesAmt |
| Management And General | $583,237 | ManagementAndGeneralAmt |
| Fundraising | $381,906 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,005,232 | BOYAmt |
| EOY | $876,889 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $223,429 | BOYAmt |
| EOY | $50,030 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $821,526 | BOYAmt |
| EOY | $768,213 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,626 | BOYAmt |
| EOY | $762 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,517 | BOYAmt |
| EOY | $13,205 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $544,823 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $432,332 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,243 | BOYAmt |
| EOY | $112,491 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,018,451 | BOYAmt |
| EOY | $3,156,916 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,255 | BOYAmt |
| EOY | $95,278 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,188,751 | BOYAmt |
| EOY | $1,265,470 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,593,030 | BOYAmt |
| EOY | $6,339,254 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,954 | BOYAmt |
| EOY | $29,708 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,012 | BOYAmt |
| EOY | $1,134,065 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,714 | BOYAmt |
| EOY | $28,965 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,209 | BOYAmt |
| EOY | $129,507 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,397 | BOYAmt |
| EOY | $66,692 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $216,286 | BOYAmt |
| EOY | $1,388,937 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,674,533 | BOYAmt |
| EOY | $3,037,696 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,430,591 | BOYAmt |
| EOY | $564,813 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,271,620 | BOYAmt |
| EOY | $1,347,808 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,376,744 | BOYAmt |
| EOY | $4,950,317 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,593,030 | BOYAmt |
| EOY | $6,339,254 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$105,106 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $63,097 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$1,115,598 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$268,820 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,072,581 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,601,840 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,771,717 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,092,723 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,393,417 | CurrentTaxYearAmt |
| Total | $20,932,278 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,072,581 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,601,840 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,771,717 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,092,723 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,393,417 | CurrentTaxYearAmt |
| Total | $20,932,278 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,043,301 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,888,977 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $88,500 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $39,347 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,765 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $51,466 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $45,515 | CurrentTaxYearAmt |
| Total | $268,593 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $142,509 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $128,511 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $141,881 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,712 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $36,361 | CurrentTaxYearAmt |
| Total | $460,974 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $21,661,845 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,649,026 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.82580 | PublicSupportCY170Pct |
| Public Support PY170 | 0.79650 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,294,627 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $440,579 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $200,000 | OtherExpendituresAmt |
| Administrative Expenses | $17,903 | AdministrativeExpensesAmt |
| End Year Balance | $4,517,303 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,715,232 | BeginningYearBalanceAmt |
| Contributions | $4,617 | ContributionsAmt |
| Investment Earnings Or Losses | -$102,922 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $300,000 | OtherExpendituresAmt |
| Administrative Expenses | $22,300 | AdministrativeExpensesAmt |
| End Year Balance | $4,294,627 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,399,609 | BeginningYearBalanceAmt |
| Contributions | $272,537 | ContributionsAmt |
| Investment Earnings Or Losses | $62,855 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $19,769 | AdministrativeExpensesAmt |
| End Year Balance | $4,715,232 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,872,928 | BeginningYearBalanceAmt |
| Contributions | $200 | ContributionsAmt |
| Investment Earnings Or Losses | $543,637 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $17,156 | AdministrativeExpensesAmt |
| End Year Balance | $4,399,609 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,580,184 | BeginningYearBalanceAmt |
| Contributions | $873 | ContributionsAmt |
| Investment Earnings Or Losses | $304,035 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $12,164 | AdministrativeExpensesAmt |
| End Year Balance | $3,872,928 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.68050 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.29840 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02110 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $147,193 | OtherCostOrOtherBasisAmt |
| Depreciation | $78,959 | DepreciationAmt |
| Book Value | $68,234 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $397,630 | OtherCostOrOtherBasisAmt |
| Depreciation | $353,373 | DepreciationAmt |
| Book Value | $44,257 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $112,491 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN PERPETUAL TRUSTS | Desc |
| Book Value | $1,265,470 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,265,470 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED VACATION | $15,343 |
| ACCRUED OTHER | -$143 |
| ACCRUED PAYROLL AND TAXES | $51,492 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $66,692 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,721,055 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $63,097 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $41,713 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $37,733 | OtherRevenueAmt |
| Revenue Not Reported | $142,543 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,578,512 | RevenueSubtotalAmt |
| Other Revenues Not Included | $537,598 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $537,598 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,116,110 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,031,884 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $41,713 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $37,733 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $79,446 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,952,438 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $268,778 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $268,778 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,221,216 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, 2014. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES NETTED WITH REVENUE ON THE 990 37,733. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | NET LOSSES FROM UNCOLLECTIBLE PLEDGES 345,008. DONOR CHOICE CONTRIBUTIONS REPORTED AS REVENUE ON 990 268,778. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT -76,188. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES NETTED WITH REVENUE ON THE 990 37,733. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DONOR CHOICE CONTRIBUTIONS PAID OUT AS GRANTS 268,778. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 95TH ANNIVERSARY EVENT | Event1Nm |
| Gross Receipts Event1 | $42,135 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $42,135 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $350 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $4,414 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $800 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $32,169 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $42,135 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $42,135 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $350 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $4,414 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $800 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $32,169 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $37,733 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $4,402 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (29 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB FAMILY CENTER INC | |||||||
| 100 ACORN STEERT | SPRINGFIELD | MA | 011092430 | 042105940 | 501( C )(3) | $35,000 | EDUCATION GRANT |
| BOYS & GIRLS CLUB OF GREATER HOLYOKE | |||||||
| 70 NICK COSMOS WAY | HOLYOKE | MA | 010405218 | 042103792 | 501( C )(3) | $50,000 | EDUCATION GRANT |
| BOYS & GIRLS CLUB OF GREATER WESTFIELD | |||||||
| 28 WEST SILVER STREET | WESTFIELD | MA | 010860128 | 042464259 | 501( C )(3) | $40,000 | EDUCATION GRANT |
| BOYS & GIRLS CLUB OF LUDLOW | |||||||
| 91 CLAUDIAS WAY | LUDLOW | MA | 010563101 | 042089767 | 501( C )(3) | $40,000 | EDUCATION GRANT |
| BOYS & GIRLS CLUB OF WEST SPRINGFIELD | |||||||
| 615 MAIN STREET | WEST SPRINGFIELD | MA | 01089 | 042105827 | 501( C )(3) | $45,000 | EDUCATION GRANTEDUCATION GRANT |
| CATHOLIC CHARITIES -DIOCESE OF SPRINGFIELD | |||||||
| 65 ELLIOT STREET | SPRINGFIELD | MA | 01105 | 861121553 | 501( C )(3) | $27,500 | BASIC NEEDS/ SELF SUFFICIENCY GRANT |
| FRIENDS OF THE HOMELESSINC | |||||||
| 755 WORTHINGTON STREET | SPRINGFIELD | MA | 01105 | 222786732 | 501( C )(3) | $25,000 | BASIC NEEDS GRANT |
| MARTIN LUTHER KING JR FAMILY SERVICES | |||||||
| 106 WILBRAHAM RD | SPRINGFIELD | MA | 01109 | 042647035 | 501( C )(3) | $5,000 | BASIC NEEDS GRANT |
| (no name) | |||||||
| SELF SUFFICIENCY GRANT | |||||||
| OPEN PANTRY COMMUNITY SERVICES INC | |||||||
| 287 STATE STREET | SPRINGFIELD | MA | 01105 | 521084599 | 501( C )(3) | $10,000 | BASIC NEEDS GRANT |
| OUR COMMUNITY FOOD PANTRY | |||||||
| 220 COLLEGE HIGHWAY | SOUTHWICK | MA | 01077 | 900635553 | 501( C )(3) | $20,000 | BASIC NEEDS GRANT |
| PROVIDENCE MINISTRIES FOR THE NEEDY INC | |||||||
| 51 HAMILTON STREET PO BOX 6269 | HOLYOKE | MA | 01041 | 042898893 | 501( C )(3) | $15,000 | BASIC NEEDS GRANT |
| REGIONAL EMPLOYMENT BOARD OF HAMPDEN COUNTYINC | |||||||
| 1441 MAIN STREET STE 111 | SPRINGFIELD | MA | 011031406 | 222489896 | 501( C )(3) | $30,000 | COMMUNITY SERVICE |
| SALVATION ARMY-SPRINGFIELD AREA SERVICES | |||||||
| 170 PEARL STREET | SPRINGFIELD | MA | 01105 | 135562351 | 501( C )(3) | $60,000 | BASIC NEEDS GRANT/ EDUCATION GRANT |
| SOUTH END COMMUNITY CENTER | |||||||
| PO BOX 30192 | SPRINGFIELD | MA | 011030192 | 042103854 | 501( C )(3) | $45,000 | EDUCATION GRANT |
| SPRINGFIELD RESCUE MISSION | |||||||
| 10 MILL STREET | SPRINGFIELD | MA | 01108 | 521047790 | 501( C )(3) | $20,000 | BASIC NEEDS |
| THE GRAY HOUSE | |||||||
| 22 SHELDON STREET | SPRINGFIELD | MA | 01107 | 042783515 | 501( C )(3) | $10,000 | BASIC NEEDS |
| YWCA OF WESTERN MASS | |||||||
| 1 CLOUGH STREET | SPRINGFIELD | MA | 011182213 | 042103858 | 501( C )(3) | $35,000 | BASIC NEEDS/ SELF SUFFICIENCY GRANT |
| YMCA OF GREATER SPRINGFIELD | |||||||
| 275 CHESTNUT STREET | SPRINGFIELD | MA | 01104 | 041859893 | 501( C )(3) | $45,000 | EDUCATIONAL GRANT |
| HOME CITY HOUSING | |||||||
| 5 NORTHAMPTON AVE | SPRINGFIELD | MA | 01109 | 046190467 | 501( C )(3) | $15,000 | EDUCATIONAL GRANT |
| BOYS & GIRLS CLUB OF SPRINGFIELD | |||||||
| 481 CAREW STREET | SPRINGFIELD | MA | 01104 | 041858620 | 501( C )(3) | $50,000 | EDUCATIONAL GRANT |
| COLLABRATIVE FOR EDUCATIONAL SERVICES INC | |||||||
| 97 HAWLEY STREET | NORTHAMPTON | MA | 01060 | 042562893 | 501( C )(3) | $30,000 | EDUCATIONAL GRANT |
| HABITAT FOR HUMANITY | |||||||
| 268 COLD SPRING AVE | WEST SPRINGFIELD | MA | 01089 | 042970982 | 501( C )(3) | $10,000 | BASIC NEEDS GRANT |
| HOMEWORK HOUSE INC | |||||||
| 54 NORTH SUMMER STREET | HOLYOKE | MA | 01040 | 562666698 | 501( C )(3) | $30,000 | EDUCATIONAL GRANT |
| THE SALVATION ARMY (HOLYOKE) | |||||||
| 271 APPLETON STREET | HOLYOKE | MA | 01040 | 135562352 | 501( C )(3) | $10,000 | BASIC NEEDS GRANT |
| COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS | |||||||
| 33 BRIDGE STREET | SPRINGFIELD | MA | 01139 | 223089640 | 501( C )(3) | $33,000 | EDUCATIONAL GRANT |
| STCC FOUNDATION | |||||||
| ONE ARMORY SQUARE | SPRINGFIELD | MA | 01102 | 222612044 | 501( C )(3) | $50,000 | EDUCATIONAL GRANT |
| (no name) | |||||||
| EDUCATIONAL GRANT | |||||||
| (no name) | |||||||
| EDUCATIONAL GRANT | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 28 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DORA ROBINSON | PersonNm |
| Title | PRESIDENT & CEO THRU 6/30 | TitleTxt |
| Base Compensation Filing Org | $151,125 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $8,856 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $159,981 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RAYMOND BERRY | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FORMER CFO | RelationshipDescriptionTxt |
| Transaction | $55,900 | TransactionAmt |
| Transaction | THE FORMER CFO WORKS FOR A MANAGEMENT COMPANY THAT WAS PAID FEES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | THEME PARK TICKETS | Desc |
| Contribution | 550 | ContributionCnt |
| Noncash Contributions Rpt F990 | $35,195 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FACE VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 76,188. NET LOSSES FROM UNCOLLECTIBLE PLEDGES -345,008. |
| 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. |