2018-01-29T13:50:07-06:00 2017-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 50 WASHINGTON STREET WESTBOROUGH MA 01581 990 2016-07-01 042104231 UNITED WAY OF TRI COUNTY INC UNIT 5088723291 46 PARK STREET FRAMINGHAM MA 01702 PAUL MINA PRESIDENT AND CEO 5088723291 2018-01-26 1 MATTHEW TROIANO CPA P01263939 5083669100 2018-01-26 64.238.141.162 2018-01-26 14:23:00 ES P 3E440E6A185EDC2B926E5F70C0D5813905974454 DF907C3E490E2DE39094117C62C17E9C055F2C1A 2016 2021-01-29 14:40:06Z PAUL MINA 46 PARK STREET FRAMINGHAM MA 01702 9125191 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 71 2972 0 0 6559286 6973287 2035163 1778210 4962 24608 -256937 -83362 8342474 8692743 549886 550135 0 0 2977899 2743219 0 0 580921 5278609 4685899 8806394 7979253 -463920 713490 5146023 5357438 3697159 3186946 1448864 2170492 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 2486364 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. 1619324 550135 358047 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. 1589159 306569 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. 1221886 1221886 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. 1221886 1221886 6916733 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 9 0 71 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 JOHN STRICKLAND FORMER BOARD MEMBER 0.30 X 0 0 0 AARON LEGRAS FORMER BOARD MEMBER 0.30 X 0 0 0 SUSAN MAKOVICH FORMER BOARD MEMBER 0.30 X 0 0 0 PAUL MINA PRESIDENT & CEO, CLERK 40.00 X 238723 0 48103 MAURICE EDWARDS CFO 40.00 X 147489 0 43607 JENNIFER MASEDA FORMER SENIOR VICE PRESIDENT 40.00 X 151269 0 17153 GARY LEVER VICE PRESIDENT 40.00 X 111172 0 28409 JODI BREIDEL DIRECTOR 40.00 X 112560 0 23962 761213 0 161234 5 0 1 0 0 12415 468208 6492664 2917894 6973287 MANAGEMENT FEES 900099 1221886 1221886 SERVICE FEES 900099 292896 292896 PORTAGE FEES 900099 263428 263428 1778210 8070 8070 198991 182453 16538 16538 16538 58341 468208 249995 -191654 -191654 MISCELLANEOUS 900099 65151 65151 INSURANCE PROCEEDS 900099 43141 43141 108292 8692743 1886502 0 -167046 550135 550135 497109 273947 94665 128497 1795965 1561923 23889 210153 98819 78596 2342 17881 151582 130528 4404 16650 199744 174127 1361 24256 15000 15000 55735 55735 4136 4136 13846 13112 734 3957 2608 626 723 292068 207885 65941 18242 115300 69289 28054 17957 263521 192945 66571 4005 84354 62732 20463 1159 95415 61692 16563 17160 48994 48994 130742 96800 22589 11353 46814 39463 5522 1829 FOOD 1848530 1847478 914 138 GOODS DONATED TO THE CO 944780 944780 PROVISION FOR UNCOLLECT 402176 402176 HOLIDAY GIVING PROGRAM 177427 177427 143104 29090 3096 110918 7979253 6916733 481599 580921 76287 231628 247578 1190 1782601 1911993 264694 353455 30654 30755 14480 15865 3370021 950191 2174659 2419830 549570 383022 5500 9700 5146023 5357438 260541 152108 1200375 952614 215000 193500 6317 26407 1917937 1794352 96989 67965 3697159 3186946 X 1033556 1800180 299970 254974 115338 115338 1448864 2170492 5146023 5357438 X 713490 11971 -3833 X X 0 1 X 1 0 X 5783144 5348160 5833320 6559286 6973287 30497197 1604622 1724642 1971919 2035163 1778210 9114556 7387766 7072802 7805239 8594449 8751497 39611753 0 0 0 39611753 15575 8484 5846 2092 8070 40067 15575 8484 5846 2092 8070 40067 97981 115269 93874 31174 108292 446590 7501322 7196555 7904959 8627715 8867859 40098410 0.98790 0.98930 0.00100 0.00120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 120221 11509 7113 124617 133974 -6890 6863 120221 139914 1708 7648 133974 127861 20040 7987 139914 121379 13781 7299 127861 0.92550 0.07450 0 0 215000 215000 2036593 46890 1989703 130639 81196 49443 765169 645963 119206 222620 176142 46478 2419830 CAPITAL LEASE OBLIGATION 67965 67965 X 7749784 11971 150000 246162 408133 7341651 4136 1346956 1351092 8692743 7028156 150000 249995 399995 6628161 4136 1346956 1351092 7979253 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, 2017. THE ORGANIZATION'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 249,995. CHANGE IN VALUE OF CHARITABLE LEAD TRUST -3,833. PART XI, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES 402,176. COSTS OF GOODS DONATED TO THE COMMUNITY 944,780. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 249,995. PART XII, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES 402,176. COST OF GOODS DONATED TO THE COMMUNITY 944,780. GOLF TOURNAMENT 32947 23825 9122 13397 875 ROSES 154736 154736 77368 56533 5 338866 289647 49219 27558 18131 56133 526549 468208 58341 27558 108896 113541 249995 -191654 1 UNITED WAY OF NATIONAL CAPITAL AREA 100 EDGEWOOD AVE NE ATLANTA GA 30303 580566194 25018 GENERAL OPERATIONS UNITED WAY MA BAY&MERRIMACK VALLEY 51 SLEEER STREET BOSTON MA 02210 042382233 28865 GENERAL OPERATIONS UNITED WAY OF THE SUNCOAST 910 NORTH 11TH STREET SAINT LOUIS MO 63101 430714167 7739 GENERAL OPERATIONS UNITED WAY OF THE GREATER TRIANGLE 2400 PERIMETER PARK DRIVE STE 150 MORRISVILLE NC 27560 561949103 6787 GENERAL OPERATIONS UNITED WAY OF RHODE ISLAND 50 VALLEY STREET PROVIDENCE RI 02909 050276059 13023 GENERAL OPERATIONS ALZHEIMER'S DISEASE & RELATED DISORDERS 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 133039601 64870 GENERAL OPERATIONS AMERICAN RED CROSS DISASTER RELIEF FUND PO BOX 37243 WASHINGTON DC 20013 530196605 51556 GENERAL OPERATIONS FONDOS UNIDOS DE PUERTO RICO PO BOX 191914 SAN JUAN PR 009191914 660269222 20477 GENERAL OPERATIONS NATIONAL DOMESTIC VIOLENCE HOTLINE PO BOX 161810 AUSTIN TX 78716 751658287 21230 GENERAL OPERATIONS UNITED WAY OF GREATER LOS ANGELES 1150 S OLIVE ST SUITE T500 LOS ANGELES CA 90015 952274801 15375 GENERAL OPERATIONS UNITED WAY OF SOUTHWEST INDIANA 501 NW 4TH ST EVANSVILLE IN 47708 350868069 6672 GENERAL OPERATIONS UNITED WAY FOR SOUTHEASTERN MICHIGAN 660 WOODWARD AVE 300 DETROIT MI 48226 203099071 8390 GENERAL OPERATIONS UNITED WAY OF CENTRAL INDIANA 3901 N MERIDIAN STREET INDIANAPOLIS IN 462080409 351007590 26262 GENERAL OPERATIONS BOYS AND GIRLS CLUB MW 169 PLEASANT STREET MARLBOROUGH MA 01752 042387225 120000 GENERAL OPERATIONS MASS 211 INC 46 PARK STREET FRAMINGHAM MA 01702 043514643 19817 GENERAL OPERATIONS UNITED WAY OF NORTHEAST GEORGIA 1 HUNTINGTON ROAD ATHENS GA 30606 042864675 23672 GENERAL OPERATIONS GREATER TWIN CITIES UNITED WAY 404 S 8TH STREET MINNEAPOLIS MN 55404 411973442 10553 GENERAL OPERATIONS VALLEY OF THE SUN UNITED WAY 3200 E CAMELBACK RD 375 PHOENIX AZ 85018 860104419 16379 GENERAL OPERATIONS UNITED WAY OF THE CENTRAL CAROLINAS 301 S BREVARD STREET CHARLOTTE NC 28202 560529948 8883 GENERAL OPERATIONS UNITED WAY OF GREATER HOUSTON 50 WAUGH DRIVE HOUSTON TX 77007 741167964 6917 GENERAL OPERATIONS 16230F UNITED WAY OF SW INDIANA INC 501 NW 4TH ST EVANSVILLE IN 47708 350868069 6672 GENERAL OPERATIONS UNITED WAY OF MIAMI-DADE 3250 SW 3RD AVE MIAMI FL 33129 590830840 6662 GENERAL OPERATIONS ORANGE COUNTY UNITED WAY 18012 MITCHELL S IRVINE CA 92614 330047994 6401 GENERAL OPERATIONS UNITED WAY (UWGPSNJ) 1709 BENJAMIN FRANKLIN PKWY PHILADELPHIA PA 19103 561949103 6105 GENERAL OPERATIONS HEART OF FLORIDA UNITED WAY 1940 TRAYLOR BLVD ORLANDO FL 32804 590808854 5970 GENERAL OPERATIONS UNITED WAY OF THE GREATER SEACOAST 112 CORPORATE DR 3 PORTSMOUTH NH 03801 020271825 5534 GENERAL OPERATIONS UNITED WAY OF PALM BEACH COUNTY 477 S ROSEMARY AVE 230 WEST PALM BEACH FL 33401 590683258 5216 GENERAL OPERATIONS UNITED WAY OF SOUTHERN NEVADACOLORADO R 5830 W FLAMINGO RD LAS VEGAS NV 89103 880071328 5090 GENERAL OPERATIONS 28 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 238723 0 0 0 0 0 22434 0 25669 0 286826 0 0 0 MAURICE EDWARDS CFO 147489 0 0 0 0 0 14236 0 29371 0 191096 0 0 0 JENNIFER MASEDA FORMER SENIOR VICE PRESIDENT 151269 0 0 0 0 0 7924 0 9229 0 168422 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 2016 COMPENSATION IS $199,723 FOR BEING THE PRESIDENT AND CEO OF THE UNITED WAY OF TRI-COUNTY AND $39,000 FOR RUNNING MASS211 AS ITS EXECUTIVE DIRECTOR. HIS 2016 BENEFITS ARE $48,103. HIS 2016 TOTAL COMPENSATION INCLUDING BENEFITS IS $286,826. PAUL MINA MANAGEMENT SERVICES AGREEMENT BETWEEN UWTC AND MASS211, INC. 1221886 MASS211, INC. PAYS UWTC A MANAGEMENT FEE TO PROVIDE OPERATIONAL AND MANAGEMENT SERVICES. THE AMOUNT SHOWN IN SCHEDULE L, PART IV, COLUMN (C) OF $1,221,886 REPRESENTS THE TOTAL MANAGEMENT FEE PAID TO UWTC BY MASS211, INC. DURING THE FISCAL YEAR ENDED JUNE 30, 2017. 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 MICHAEL TENAGLIA TREASURER AND SENIOR VICE PRESIDENT AT BANK UNITED WAY HOLDS 2 BANK ACCOUNTS 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 1795586 FAIR VALUE X OFFICE FURNITURE AND OTHER 26 944881 FAIR MARKET VALUE X TOYS 538 177427 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 -3,833. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S OVERSIGHT PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.