2017-04-06T09:17:55-05:00 2016-06-30 043000523 O'CONNOR & DREW PC 25 BRAINTREE HILL OFC PK SUITE 102 BRAINTREE MA 02184 990 2015-07-01 042104280 UNITED SOUTH END SETTLEMENTS UNIT 6175368610 566 COLUMBUS AVE BOSTON MA 02118 MAICHARIA Z WEIR LYTLE PRESIDENT AND CEO 6175368610 2017-03-17 1 DAVID A DIIULIS P00303577 6174711120 2017-03-04 2015 2021-01-29 14:40:06Z MAICHARIA Z WEIR LYTLE 566 COLUMBUS AVE BOSTON MA 02118 4076284 0 X WWW.USES.ORG X 1959 MA TO BUILD A STRONG COMMUNITY BY IMPROVING THE LIVES OF LOW INCOME INDIVIDUALS IN BOSTON 15 15 132 513 0 0 2473899 2808805 840309 762326 337 96884 -83829 -84528 3230716 3583487 0 47500 0 0 2499470 2601829 0 0 158222 1439679 1400770 3939149 4050099 -708433 -466612 4226708 3731467 303192 434511 3923516 3296956 X TO BUILD A STRONG COMMUNITY BY IMPROVING THE EDUCATION, HEALTH, SAFETY AND ECONOMIC SECURITY OF LOW-INCOME INDIVIDUALS AND FAMILIES IN BOSTON'S HISTORIC SOUTH END/LOWER ROXBURY AND TO SERVE AS A NATIONAL MODEL OF SUCCESSFUL NEIGHBORHOOD ENGAGEMENT. 0 0 2129764 758942 USES'S YOUTH PROGRAMMING PROVIDES A "WHOLE CHILD" CONTINUUM OF PROGRAMMING FROM BIRTH TO AGE 17 THAT SERVES OVER 600 CHILDREN AND TEENS PER YEAR. WE OFFER FULL-DAY EARLY CHILDHOOD EDUCATION AS WELL AS AFTER SCHOOL AND FULL-DAY SUMMERTIME PROGRAMMING THAT FOCUSES ON ACADEMIC ACHIEVEMENT, EMOTIONAL DEVELOPMENT, AND CREATIVE EXPRESSION. CAMP HALE PROVIDES BOYS AND GIRLS WITH A SLEEPAWAY SUMMER CAMP EXPERIENCE WITH EXPANDING YEAR-ROUND LEADERSHIP ENGAGEMENT. BRINGING IT ALL TOGETHER, THE FAMILY ENGAGEMENT NETWORK ENSURES THAT PARENTS AND FAMILIES HAVE THE RESOURCES AND SKILLS NEEDED TO SUPPORT THEIR CHILDREN'S GROWTH AND DEVELOPMENT. 629389 0 WORKFORCE READINESS PROVIDES LOW-INCOME ADULTS WITH THE EDUCATION AND OPPORTUNITIES THEY NEED TO MOVE THEMSELVES AND THEIR FAMILIES TOWARDS ECONOMIC STABILITY. USES HAS A COMPREHENSIVE PROGRAM MODEL DESIGNED TO MEET ADULT LEARNERS WHERE THEY ARE AT, FROM THE LOWEST LEVELS OF LITERACY TO THEOSE WHO HAVE BEEN LAID OFF MID-CAREER. WE SERVE OVER 150 STUDENTS PER YEAR, SUPPLEMENTING ESOL AND ADULT BASIC EDUCATION CLASSROOM INSTRUCTION WITH TECHNOLOGY TRAINING, CAREER READINESS, AND PERSONAL COACHING. 325556 3385 USES'S SENIOR SERVICE PROGRAM HELPS SENIORS PRESERVE DIGNITY, MAINTAIN INDEPENDENCE AND PROMOTE LIFE SATISFACTION. IN ADDITION TO TANGIBLE BENEFITS SUCH AS A HOT MEAL, SAFETY REPAIRS FOR HOME OWNERS, HEALTH AND WELLNESS ASSESSMENTS, AND CLASSES TO PROMOTE EXERCISE AND LEARNING, OUR PROGRAM BUILDS COMMUNITY AS RESIDENTS CONNECT WITH AND LEARN FROM EACH OTHER. FOR MANY OF THE 200+ SENIORS WE SERVE PER YEAR, THEIR TIME AT USES IS THE ONLY TIME THEY WILL LEAVE THEIR HOUSE THAT WEEK. WHILE THEY ARE DRAWN BY THE ACTIVITIES OF OUR PROGRAMS, THEY BENEFIT FROM THE POSITIVE IMPACT OF SOCIAL INTERACTION. 211810 47500 8054 OTHER PROGRAMS CONSIST OF THE COMMUNITY CENTER AND ARTS AND CULTURE. 211810 47500 8054 3296519 1 1 0 0 0 0 0 0 1 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 22 0 1 132 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X KEVIN D FONTANA 7813568050 625 GROVE STREET BRAINTREE MA 02184 JULIA JOHANNSEN CHAIR 4.00 X X 0 0 0 RICHARD STERN TREASURER 2.00 X X 0 0 0 LOUIS S MERCEDES CLERK 2.00 X X 0 0 0 WILLIAM G MESERVE BOARD MEMBER 2.00 X 0 0 0 CHRISTOPHER CATO BOARD MEMBER 2.00 X 0 0 0 AZRA KANJI BOARD MEMBER 2.00 X 0 0 0 KENNETH KRUCKEMEYER BOARD MEMBER 2.00 X 0 0 0 LISA H STONE BOARD MEMBER 2.00 X 0 0 0 JOAN TIFFANY BOARD MEMBER 3.00 X 0 0 0 YALEM AYALEW ALEMU BOARD MEMBER 2.00 X 0 0 0 JAMES M DE MAGGIO BOARD MEMBER 2.00 X 0 0 0 JENNIFER COPLON BOARD MEMBER 2.00 X 0 0 0 JOYCE LEE BOARD MEMBER 2.00 X 0 0 0 CAMILLE PRESTON BOARD MEMBER 2.00 X 0 0 0 BANDITA JOARDER BOARD MEMBER 2.00 X 0 0 0 FRED DOW BOARD MEMBER (THRU 11/15) 2.00 X 0 0 0 CARL LONG BOARD CHAIR (THRU 1/16) 2.00 X X 0 0 0 MAICHARIA Z WEIR LYTLE PRESIDENT & CEO 50.00 X 128633 0 738 128633 0 738 1 0 0 0 ECRATCHIT INC 625 GROVE STREET BRAINTREE MA 02184 ACCOUNTING/CFO SERVICES 118630 1 69791 295520 1201215 1242279 26497 2808805 PROGRAM SERVICE FEES 900099 762326 762326 762326 20760 20760 216844 269967 -53123 -53123 -53123 257069 180945 76124 76124 76124 2425 295520 41885 -39460 -39460 MISCELLANEOUS 900099 8055 8055 8055 3583487 770381 0 4301 47500 47500 141407 59391 35352 46664 2081956 1909045 120978 51933 170079 153279 13948 2852 208387 173725 26404 8258 5370 5370 153636 153636 393441 262800 117696 12945 153224 84039 57961 11224 43876 4928 31441 7507 30472 26042 4231 199 670 670 284981 260893 12054 12034 76946 69488 4493 2965 MEALS 157186 148259 7766 1161 PROGRAM SUPPLIES 91414 91414 TRAINING 9492 5654 3358 480 EVENT 62 62 4050099 3296519 595358 158222 26115 205 505659 297584 6600 255605 196142 245140 141095 162089 8539440 7465327 1313473 1074113 1670006 1487180 367618 209551 4226708 3731467 183254 321271 83552 52506 24565 50000 11821 10734 303192 434511 X 3790819 2839023 56336 381572 76361 76361 3923516 3296956 4226708 3731467 -466612 -159948 0 X X 0 1 X 1 0 X 2206114 2432989 2162239 2473899 2808805 12084046 739130 877464 876226 840309 762326 4095455 2945244 3310453 3038465 3314208 3571131 16179501 77974 91143 88253 120223 313064 690657 0 77974 91143 88253 120223 313064 690657 15488844 45243 5384 6309 61 20760 77757 45243 5384 6309 61 20760 77757 4355 81 4622 53151 8055 70264 2994842 3315918 3049396 3367420 3599946 16327522 0.94860 0.95950 0.00480 0.00780 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 2054144 -66384 276868 1710892 3163598 -32320 1077134 2054144 3084755 347995 269152 3163598 3193987 305340 414572 3084755 4006766 61843 874622 3193987 0.95540 0.04460 1 0 111960 111960 2046661 2038018 8643 5440977 4541907 899070 788549 734496 54053 151293 150906 387 1074113 PRIVATE INVESTMENT FUNDS 209551 F 209551 DEFERRED COMPENSATION 10734 10734 X 3735391 -159948 -159948 3895339 -311852 -311852 3583487 4361951 311852 311852 4050099 0 4050099 PART IV, LINE 2B: THE ORGANIZATION ACTS AS A LEAD FISCAL AGENT AND HOLDS FUNDS ON BEHALF OF ONE ORGANIZATION IN BOSTON. PART V, LINE 4: ENDOWMENT FUNDS REPRESENT PERMANENTLY RESTRICTED CONTRIBUTIONS FOR WHICH THE PRINCIPAL MUST BE HELD AS A PERMANENT SOURCE OF INCOME FOR THE CHILDREN'S ART CENTER. THE REMAINING PORTION OF THE ENDOWMENT FUNDS REPRESENTS A BOARD DESIGNATED ENDOWMENT TO BE INVESTED IN A LONG-TERM INVESTMENT PORTFOLIO. THE ORGANIZATION HAS A SPENDING POLICY UNDER WHICH 5% OF THE AVERAGE FAIR MARKET VALUE OF THE BOARD DESIGNATED ENDOWMENT FOR THE PREVIOUS THREE YEARS, ADJUSTED FOR EXTRAORDINARY DEPOSITS AND WITHDRAWALS, CAN BE USED TO SUPPORT OPERATIONS. PART X, LINE 2: USES HAS BEEN NOTIFIED BY THE INTERNAL REVENUE SERVICE THAT IT MEETS THE QUALIFICATIONS TO BE CLASSIFIED AS A TAX EXEMPT ENTITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. USES HAS ALSO BEEN CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF 509(A) AND QUALIFIES FOR DEDUCTIBLE CONTRIBUTIONS AS PROVIDED IN SECTION 170 (B) (1) (A) (VI). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES REQUIRE AN ENTITY TO ASSESS THE PROBABILITY THAT A TAX POSITION HAS A "MORE LIKELY THAN NOT" (MLTN) SUSTAINABILITY AFTER REVIEW BY TAX AUTHORITIES. IF A TAX POSITION IS DEEMED NOT TO MEET THIS THRESHOLD, ANY UNRECOGNIZED TAX BENEFITS AND COSTS ARE ESTIMATED AND RECOGNIZED. TAX RETURNS ARE ROUTINELY OPEN FOR REVIEW BY THE TAX AUTHORITIES FOR THREE YEARS FROM THEIR DUE DATE. IN CERTAIN CIRCUMSTANCES THE STATUTE OF LIMITATIONS MAY REMAIN OPEN INDEFINITELY. AS A NOT-FOR-PROFIT ENTITY EXEMPT FROM INCOME TAXES, USES MAY, HOWEVER, BE SUBJECT TO TAX ON UNRELATED BUSINESS INCOME. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE -41,885. RENTAL EXPENSE -269,967. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 41,885. RENTAL EXPENSE 269,967. TNG NEIGHBORHOOD GALA 297945 295520 2425 12276 900 28709 297945 295520 2425 12276 900 28709 41885 -39460 1 DUDLEY VISION SKYLAB 23 ROBINHOOD STREET DORCHESTER MA 02125 473224993 47500 GENERAL SUPPORT OF PROGRAMS, WHICH INCLUDE PROVIDING SKILLS TO YOUNG PEOPLE AND OTHER RESIDENTS OF THE COMMUNITY. LINE 1, SKYLAB USES' MANAGEMENT HAS ENTERED INTO A FISCAL SPONSORSHIP ARRANGEMENT WITH DUDLEY VISION SKYLAB. IN ACCORDANCE WITH THE AGREEMENT, USES WILL RECEIVE AND DISTRIBUTE FUNDS INTENDED FOR USE BY SKYLAB TO CONDUCT ITS PROGRAMS, DURING THE PERIOD OF TIME THAT SKYLAB IS APPLYING FOR EXEMPT STATUS UNDER IRC SECTION 501(C)(3). DURING THAT TIME, USES'S MANAGEMENT WILL OBTAIN A BUDGET AND LISTING OF EXPENSES, AS WELL AS A REPORT DETAILING THE NATURE OF THE ACTIVITIES CONDUCTED BY SKYLAB IN ORDER TO ENSURE FUNDS ARE BEING SPENT IN ACCORDANCE WITH THEIR INTENDED CHARITABLE PURPOSE. X 1 2458 FMV X MISCELLANEOUS 26 14104 FMV X PLAYGROUND EQUIPMENT 1 9935 FMV 0 0 0 PART I, COLUMN (B): THE AMOUNTS NOTED IN COLUMN B OF PART I REPRESENT THE NUMBER OF INDIVIDUAL CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE PRESIDENT/CEO, VP OF OPERATIONS, OUTSOURCED ACCOUNTING FIRM, FINANCE/AUDIT COMMITTEE, AND THE CHAIRMAN OF THE BOARD BEFORE IT IS FILED. IN ADDITION, A COPY OF THE FINAL FORM 990 IS PROVIDED TO ALL BOARD MEMBERS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS HAS A WRITTEN CONFLICT OF INTEREST POLICY. PURSUANT TO THE POLICY, DIRECTORS WHO BELIEVE A POTENTIAL TRANSACTION WITH USES MAY INVOLVE A CONFLICT MUST REPORT THAT TRANSACTION AND ALL MATERIAL FACTS IN WRITING TO THE EXECUTIVE COMMITTEE. NO INVOLVED DIRECTOR MAY BE PRESENT FOR THE DISCUSSION OR VOTE, NOR MAY SUCH DIRECTOR INFLUENCE OR MAKE RECOMMENDATIONS WITH RESPECT TO SUCH VOTE. A DISINTERESTED MAJORITY OF THE EXECUTIVE COMMITTEE (OR A DISINTERESTED MAJORITY OF THE BOARD, IF A MAJORITY OF THE EXECUTIVE COMMITTEE IS DISQUALIFIED FROM ACTING) WILL VOTE ON THE TRANSACTION. APPROVAL SHALL BE BASED ON A FINDING THAT THE TRANSACTION IS FAIR TO USES AND IN THE BEST INTERESTS OF THE ORGANIZATION, THAT IT APPEARS THAT USES CANNOT OBTAIN A MORE ADVANTAGEOUS ARRANGEMENT WITH REASONABLE EFFORT AND THAT THE TRANSACTION WILL NOT CONSTITUTE AN EXCESS BENEFIT UNDER SECTION 4958 TO THE INTERNAL REVENUE CODE. ANNUALLY, EACH BOARD MEMBER WILL SIGN A STATEMENT PROVIDED BY USES TO THE EFFECT THAT HE/SHE HAS READ AND UNDERSTANDS THIS POLICY AND AGREES TO COMPLY WITH IT. THE DIRECTOR WILL ALSO DISCLOSE ON THAT STATEMENT INFORMATION RELATING TO POTENTIAL CONFLICTS OF INTEREST. IN ADDITION, THE ORGANIZATION HAS A SEPARATE CONFLICT OF INTEREST POLICY THAT IS APPLICABLE TO ALL EMPLOYEES (INCLUDING OFFICERS AND KEY EMPLOYEES) WHICH REQUIRES DISCLOSURE OF POTENTIAL CONFLICTS TO IMMEDIATE MANAGERS AND/OR HR. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE COMPENSATION OF THE EXECUTIVE DIRECTOR. IN FY15, THE ORGANIZATION ENGAGED AN INDEPENDENT SEARCH FIRM TO SEARCH FOR PROSPECTIVE CANDIDATES AND TO ASSIST WITH DETERMINING AN APPROPRIATE COMPENSATION PACKAGE FOR A NEW CEO. IN ORDER TO DETERMINE THE COMPENSATION PACKAGE, THE SEARCH FIRM PROVIDED SALARY INFORMATION FOR COMPARABLE POSITIONS IN BOSTON, CONSIDERED THE COMPENSATION PAID TO THE PREVIOUS CEO, AND SURVEYED THE FINAL FIVE CANDIDATES FOR WHAT THEY WERE SEEKING IN COMPENSATION. IN ADDITION, PRIOR TO ENGAGING THE SEARCH FIRM, SEVERAL OTHER CONSULTANTS WERE INTERVIEWED, AND THEY EACH PROVIDED WHAT THEY FELT WAS AN APPROPRIATE RANGE FOR THE CEO'S COMPENSATION. THE FINAL COMPENSATION AMOUNT WAS APPROVED BY THE BOARD IN DECEMBER 2014. THE DELIBERATIONS AND DECISION WERE CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION B, LINE 15B THE ORGANIZATION DID NOT COMPENSATE ANY OTHER EMPLOYEES MEETING THE IRS DEFINITIONS OF OFFICERS OR KEY EMPLOYEES. 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 XII, LINE 2C: PROCESS DID NOT CHANGE FROM PRIOR YEAR.