2018-05-15T14:18:56-05:00 2017-06-30 042713795 MEYERS BROTHERS KALICKA PC 330 WHITNEY AVE SUITE 800 HOLYOKE MA 01040 990 2016-07-01 042152680 UNITED WAY OF PIONEER VALLEY INC UNIT 4137372691 1441 MAIN STREET SUITE 147 SPRINGFIELD MA 01103 JAMES AYRES PRESIDENT 4137372691 2018-05-15 1 RUDY M D'AGOSTINO P00962620 4135368510 2018-05-15 2016 2022-09-23 18:48:47Z JAMES AYRES 1441 MAIN STREET SUITE 147 SPRINGFIELD MA 01103 4736118 0 X WWW.UWPV.ORG X 1950 MA MOBILIZE PEOPLE AND RESOURCES TO STRENGTHEN COMMUNITIES. 23 23 19 1825 0 0 3256747 2738425 426527 32020 78756 301294 58975 44371 3821005 3116110 2241883 999557 0 0 1577228 992479 0 0 381906 1062171 1229180 4881282 3221216 -1060277 -105106 6593030 6339254 216286 1388937 6376744 4950317 X THE UNITED WAY OF PIONEER VALLEY MOBILIZES PEOPLE AND RESOURCES TO STRENGTHEN OUR COMMUNITIES. 0 0 1670570 999557 40030 FUNDS DISBURSED TO 501(C)(3) ORGANIZATIONS FOR COMMUNITY SERVICES AND INITIATIVES. ESTIMATED NUMBER OF PEOPLE SERVED IN THE COMMUNITY IS 175,000. 160795 0 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. 177019 0 0 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. 54443 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. 60874 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 34705 "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. 97667 OTHER MISCELLANEOUS PROGRAMS 247689 0 0 2256073 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 1 32 0 1 19 1 0 0 0 0 0 1 1 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X ASHLEY MAHONEY 4136930221 1441 MAIN STREET SPRINGFIELD MA 011081023 BRIAN SMITH DIRECTOR 2.00 X 0 0 0 MANUEL ANDRADE DIRECTOR 2.00 X 0 0 0 KATHRYN DUBE DIRECTOR 2.00 X 0 0 0 HELEN CAULTON-HARRIS DIRECTOR 2.00 X 0 0 0 RUSSELL DENVER DIRECTOR 2.00 X 0 0 0 SCOTT SADOWSKY DIRECTOR 2.00 X 0 0 0 MICHAEL WEEKES DIRECTOR 2.00 X 0 0 0 BENNETT MARKENS CHAIR 2.00 X X 0 0 0 SCOTT GRODSKY DIRECTOR 2.00 X 0 0 0 STEVEN LOWELL DIRECTOR 2.00 X 0 0 0 MATTHEW GEFFIN DIRECTOR 2.00 X 0 0 0 GEORGE ARWADY DIRECTOR 2.00 X 0 0 0 PATRICK LEARY TREASURER 2.00 X X 0 0 0 SUSAN MCCOY CLERK 2.00 X X 0 0 0 SHAUN DWYER DIRECTOR 2.00 X 0 0 0 JENNIFER ENDICOTT VICE CHAIR 2.00 X X 0 0 0 DANIEL FINNEGAN DIRECTOR 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 DAVID SCRUGGS DIRECTOR 2.00 X 0 0 0 LORA WONDOLOWSKI DIRECTOR 2.00 X 0 0 0 DENIS GAGNON JR DIRECTOR 2.00 X 0 0 0 MICHAEL MATHIS DIRECTOR 2.00 X 0 0 0 DORA ROBINSON PRESIDENT & CEO THRU 6/30 35.00 X 151125 0 8856 RAYMOND BERRY SR VP FINANCE (THRU 12/31/17) 35.00 X 103190 0 10996 JAMES AYRES PRESIDENT & CEO AS OF 6/12/17 35.00 X 0 0 0 254315 0 19852 2 0 1 0 0 2738425 35195 2738425 ADMIN. FEES-FUNDRAIS. 900099 32020 32020 32020 45515 45515 1838054 1582275 255779 255779 255779 42135 37733 4402 4402 OTHER 900099 31959 31959 EXPENSE REIMBURSEMENT 900099 8010 8010 39969 3116110 40030 0 337655 999557 999557 145066 145066 647909 334335 87185 226389 56721 21961 17063 17697 60128 25367 17063 17698 82655 30425 29919 22311 29900 29900 17248 17248 315442 152871 148835 13736 70719 44114 7238 19367 59372 34325 15529 9518 96855 48522 24552 23781 10318 4163 3438 2717 50664 40950 4002 5712 33201 15951 9011 8239 17536 7181 6562 3793 DESIGNATED FUNDS 268778 268778 MISCELLANEOUS 115355 115355 MA 211 FEES 54443 54443 USED EQUIP/MISC 35195 35195 54154 22580 20626 10948 3221216 2256073 583237 381906 1005232 876889 223429 50030 821526 768213 81626 762 23517 13205 544823 432332 143243 112491 3018451 3156916 87255 95278 1188751 1265470 6593030 6339254 44954 29708 73012 1134065 31714 28965 26209 129507 40397 66692 216286 1388937 X 3674533 3037696 1430591 564813 1271620 1347808 6376744 4950317 6593030 6339254 X -105106 63097 -1115598 -268820 X X 0 1 X 1 0 X 4072581 5601840 5771717 3092723 2393417 20932278 4072581 5601840 5771717 3092723 2393417 20932278 3043301 17888977 88500 39347 43765 51466 45515 268593 142509 128511 141881 11712 36361 460974 21661845 1649026 0.82580 0.79650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 4294627 440579 200000 17903 4517303 4715232 4617 -102922 300000 22300 4294627 4399609 272537 62855 19769 4715232 3872928 200 543637 17156 4399609 3580184 873 304035 12164 3872928 0.68050 0.29840 0.02110 1 0 147193 78959 68234 397630 353373 44257 112491 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 1265470 1265470 ACCRUED VACATION 15343 ACCRUED OTHER -143 ACCRUED PAYROLL AND TAXES 51492 66692 X 2721055 63097 41713 37733 142543 2578512 537598 537598 3116110 3031884 41713 37733 79446 2952438 268778 268778 3221216 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. 95TH ANNIVERSARY EVENT 42135 42135 350 4414 800 32169 42135 42135 350 4414 800 32169 37733 4402 1 BOYS & GIRLS CLUB FAMILY CENTER INC 100 ACORN STEERT SPRINGFIELD MA 011092430 042105940 501( C )(3) 35000 EDUCATION GRANT BOYS & GIRLS CLUB OF GREATER HOLYOKE 70 NICK COSMOS WAY HOLYOKE MA 010405218 042103792 501( C )(3) 50000 EDUCATION GRANT BOYS & GIRLS CLUB OF GREATER WESTFIELD 28 WEST SILVER STREET WESTFIELD MA 010860128 042464259 501( C )(3) 40000 EDUCATION GRANT BOYS & GIRLS CLUB OF LUDLOW 91 CLAUDIAS WAY LUDLOW MA 010563101 042089767 501( C )(3) 40000 EDUCATION GRANT BOYS & GIRLS CLUB OF WEST SPRINGFIELD 615 MAIN STREET WEST SPRINGFIELD MA 01089 042105827 501( C )(3) 45000 EDUCATION GRANTEDUCATION GRANT CATHOLIC CHARITIES -DIOCESE OF SPRINGFIELD 65 ELLIOT STREET SPRINGFIELD MA 01105 861121553 501( C )(3) 27500 BASIC NEEDS/ SELF SUFFICIENCY GRANT FRIENDS OF THE HOMELESSINC 755 WORTHINGTON STREET SPRINGFIELD MA 01105 222786732 501( C )(3) 25000 BASIC NEEDS GRANT MARTIN LUTHER KING JR FAMILY SERVICES 106 WILBRAHAM RD SPRINGFIELD MA 01109 042647035 501( C )(3) 5000 BASIC NEEDS GRANT SELF SUFFICIENCY GRANT OPEN PANTRY COMMUNITY SERVICES INC 287 STATE STREET SPRINGFIELD MA 01105 521084599 501( C )(3) 10000 BASIC NEEDS GRANT OUR COMMUNITY FOOD PANTRY 220 COLLEGE HIGHWAY SOUTHWICK MA 01077 900635553 501( C )(3) 20000 BASIC NEEDS GRANT PROVIDENCE MINISTRIES FOR THE NEEDY INC 51 HAMILTON STREET PO BOX 6269 HOLYOKE MA 01041 042898893 501( C )(3) 15000 BASIC NEEDS GRANT REGIONAL EMPLOYMENT BOARD OF HAMPDEN COUNTYINC 1441 MAIN STREET STE 111 SPRINGFIELD MA 011031406 222489896 501( C )(3) 30000 COMMUNITY SERVICE SALVATION ARMY-SPRINGFIELD AREA SERVICES 170 PEARL STREET SPRINGFIELD MA 01105 135562351 501( C )(3) 60000 BASIC NEEDS GRANT/ EDUCATION GRANT SOUTH END COMMUNITY CENTER PO BOX 30192 SPRINGFIELD MA 011030192 042103854 501( C )(3) 45000 EDUCATION GRANT SPRINGFIELD RESCUE MISSION 10 MILL STREET SPRINGFIELD MA 01108 521047790 501( C )(3) 20000 BASIC NEEDS THE GRAY HOUSE 22 SHELDON STREET SPRINGFIELD MA 01107 042783515 501( C )(3) 10000 BASIC NEEDS YWCA OF WESTERN MASS 1 CLOUGH STREET SPRINGFIELD MA 011182213 042103858 501( C )(3) 35000 BASIC NEEDS/ SELF SUFFICIENCY GRANT YMCA OF GREATER SPRINGFIELD 275 CHESTNUT STREET SPRINGFIELD MA 01104 041859893 501( C )(3) 45000 EDUCATIONAL GRANT HOME CITY HOUSING 5 NORTHAMPTON AVE SPRINGFIELD MA 01109 046190467 501( C )(3) 15000 EDUCATIONAL GRANT BOYS & GIRLS CLUB OF SPRINGFIELD 481 CAREW STREET SPRINGFIELD MA 01104 041858620 501( C )(3) 50000 EDUCATIONAL GRANT COLLABRATIVE FOR EDUCATIONAL SERVICES INC 97 HAWLEY STREET NORTHAMPTON MA 01060 042562893 501( C )(3) 30000 EDUCATIONAL GRANT HABITAT FOR HUMANITY 268 COLD SPRING AVE WEST SPRINGFIELD MA 01089 042970982 501( C )(3) 10000 BASIC NEEDS GRANT HOMEWORK HOUSE INC 54 NORTH SUMMER STREET HOLYOKE MA 01040 562666698 501( C )(3) 30000 EDUCATIONAL GRANT THE SALVATION ARMY (HOLYOKE) 271 APPLETON STREET HOLYOKE MA 01040 135562352 501( C )(3) 10000 BASIC NEEDS GRANT COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS 33 BRIDGE STREET SPRINGFIELD MA 01139 223089640 501( C )(3) 33000 EDUCATIONAL GRANT STCC FOUNDATION ONE ARMORY SQUARE SPRINGFIELD MA 01102 222612044 501( C )(3) 50000 EDUCATIONAL GRANT EDUCATIONAL GRANT EDUCATIONAL GRANT 28 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. 1 X X 0 0 0 0 0 0 0 0 0 DORA ROBINSON PRESIDENT & CEO THRU 6/30 151125 0 0 0 0 0 8856 0 0 0 159981 0 0 0 RAYMOND BERRY FORMER CFO 55900 THE FORMER CFO WORKS FOR A MANAGEMENT COMPANY THAT WAS PAID FEES 0 X THEME PARK TICKETS 550 35195 FACE VALUE 0 0 0 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.