UNITED WAY OF TRI COUNTY INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF TRI COUNTY INC (EIN 04-2104231)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-02-07
- IRS object ID
- 201730389349300313
- Schema version
- 2015v3.0
- 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 | 2017-02-07T08:22:10-06:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 042571780 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALEXANDER ARONSON FINNING & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 21 EAST MAIN STREET | AddressLine1Txt |
| City | WESTBOROUGH | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01581 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104231 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF TRI COUNTY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5088723291 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46 PARK STREET | AddressLine1Txt |
| City | FRAMINGHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01702 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL MINA | PersonNm |
| Person Title | PRESIDENT AND CPO | PersonTitleTxt |
| Phone | 5088723291 | PhoneNum |
| Signature | 2017-02-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MATTHEW TROIANO CPA | PreparerPersonNm |
| PTIN | P01263939 | PTIN |
| Phone | 5083669100 | PhoneNum |
| Preparation | 2017-02-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAUL MINA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46 PARK STREET | AddressLine1Txt |
| City | FRAMINGHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,152,498 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | UWOTC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 75 | TotalEmployeeCnt |
| Total Volunteers | 2960 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,833,320 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,559,286 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,971,919 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,035,163 | CYProgramServiceRevenueAmt |
| PY Investment Income | $57,824 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,962 | CYInvestmentIncomeAmt |
| PY Other Revenue | $273,427 | PYOtherRevenueAmt |
| CY Other Revenue | -$256,937 | CYOtherRevenueAmt |
| PY Total Revenue | $8,136,490 | PYTotalRevenueAmt |
| CY Total Revenue | $8,342,474 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $788,726 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $549,886 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,696,767 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,977,899 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $567,109 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,620,627 | PYOtherExpensesAmt |
| CY Other Expenses | $5,278,609 | CYOtherExpensesAmt |
| PY Total Expenses | $8,106,120 | PYTotalExpensesAmt |
| CY Total Expenses | $8,806,394 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $30,370 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$463,920 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,666,776 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,146,023 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,713,055 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,697,159 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,953,721 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,448,864 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER BY RAISING FUNDS, CONNECTING VOLUNTEERS, STRENGTHENING AGENCIES AND TEACHING SOCIAL RESPONSIBILITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,651,026 | ExpenseAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,712,075 | ExpenseAmt |
| Grant | $549,886 | GrantAmt |
| Revenue | $301,636 | RevenueAmt |
| Desc | 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. ADDIONALLY 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,845,817 | ExpenseAmt |
| Revenue | $343,823 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,420,891 | ExpenseAmt |
| Revenue | $1,420,878 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,420,891 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,420,878 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $7,629,809 | 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 | 0 | 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 | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | Yes (1) | 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 | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 75 | 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 | 0 | QuidProQuoContributionsInd |
| 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 | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | 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 |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOE EDWARDS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5088723291 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 46 PARK STREET | AddressLine1Txt |
| City | FRAMINGHAM | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01702 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ROBERT LAMPREY | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| BONNIE BIOCCHI | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| BOB HALPIN | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| PAUL MURASKA | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN TRASK | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN MAKOVICH | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| JACK CAUFIELD | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| BETHANY DUMAS | ||||||||
| VICE CHAIR FOR COMMUNITY IMPACT | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| MICHAEL TENAGLIA | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| JAVIER CEVALLOS | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT TREMBLAY | ||||||||
| FORMER BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| KEVIN FOLEY | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| GERARD T LEONE JR | ||||||||
| FORMER BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| MARK O'CONNELL | ||||||||
| TREASURER | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| GERALD GAW | ||||||||
| VICE CHAIR | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| JOHN STRICKLAND | ||||||||
| CHAIRPERSON | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ARIEL SULLIVAN | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| AARON LEGARS | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| REV DR J ANTHONY LLOYD | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| DR STACEY SCOTT | ||||||||
| BOARD MEMBER | 0.30 | Yes (X) | $0 | $0 | $0 | |||
| PAUL MINA | ||||||||
| PRESIDENT, CPO AND CLERK | 40.00 | $231,075 | $0 | $48,099 | Yes (X) | |||
| MOE EDWARDS | ||||||||
| CFO | 40.00 | $136,420 | $0 | $28,224 | Yes (X) | |||
| JENNIFER A MASEDA | ||||||||
| FORMER SENIOR VICE PRESIDENT | 40.00 | $176,019 | $0 | $19,042 | Yes (X) | |||
| GARY LEVER | ||||||||
| VICE PRESIDENT | 40.00 | $111,449 | $0 | $18,057 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $654,963 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $113,422 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | 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 |
| Membership Dues | $10,616 | MembershipDuesAmt |
| Fundraising | $479,094 | FundraisingAmt |
| All Other Contributions | $6,069,576 | AllOtherContributionsAmt |
| Noncash Contributions | $3,239,936 | NoncashContributionsAmt |
| Total Contributions | $6,559,286 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEES | 900099 | $1,420,878 | $1,420,878 |
| PORTAGE FEES | 900099 | $343,823 | $343,823 |
| SERVICE FEES | 900099 | $270,462 | $270,462 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,035,163 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,092 | TotalRevenueColumnAmt |
| Exclusion | $2,092 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $508,283 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $505,413 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,870 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,870 | TotalRevenueColumnAmt |
| Exclusion | $2,870 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $16,500 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $479,094 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $304,611 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$288,111 | TotalRevenueColumnAmt |
| Exclusion | -$288,111 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $31,174 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $31,174 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $31,174 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,342,474 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,066,337 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$283,149 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $549,886 | TotalAmt |
| Program Services | $549,886 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $669,833 | TotalAmt |
| Program Services | $457,755 | ProgramServicesAmt |
| Management And General | $88,280 | ManagementAndGeneralAmt |
| Fundraising | $123,798 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,832,880 | TotalAmt |
| Program Services | $1,593,448 | ProgramServicesAmt |
| Management And General | $24,842 | ManagementAndGeneralAmt |
| Fundraising | $214,590 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,320 | TotalAmt |
| Program Services | $69,466 | ProgramServicesAmt |
| Management And General | $2,548 | ManagementAndGeneralAmt |
| Fundraising | $16,306 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,974 | TotalAmt |
| Program Services | $129,056 | ProgramServicesAmt |
| Management And General | $10,531 | ManagementAndGeneralAmt |
| Fundraising | $16,387 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $230,892 | TotalAmt |
| Program Services | $194,564 | ProgramServicesAmt |
| Management And General | $9,509 | ManagementAndGeneralAmt |
| Fundraising | $26,819 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,974 | TotalAmt |
| Management And General | $25,974 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,100 | TotalAmt |
| Program Services | $15,743 | ProgramServicesAmt |
| Management And General | $59,357 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,790 | TotalAmt |
| Management And General | $4,790 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,408 | TotalAmt |
| Program Services | $9,243 | ProgramServicesAmt |
| Management And General | $22,165 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,620 | TotalAmt |
| Program Services | $1,575 | ProgramServicesAmt |
| Management And General | $45 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $318,775 | TotalAmt |
| Program Services | $244,186 | ProgramServicesAmt |
| Management And General | $61,936 | ManagementAndGeneralAmt |
| Fundraising | $12,653 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,228 | TotalAmt |
| Program Services | $137,107 | ProgramServicesAmt |
| Management And General | $25,318 | ManagementAndGeneralAmt |
| Fundraising | $9,803 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,648 | TotalAmt |
| Program Services | $365,135 | ProgramServicesAmt |
| Management And General | $22,686 | ManagementAndGeneralAmt |
| Fundraising | $41,827 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,641 | TotalAmt |
| Program Services | $47,976 | ProgramServicesAmt |
| Management And General | $15,070 | ManagementAndGeneralAmt |
| Fundraising | $4,595 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,629 | TotalAmt |
| Program Services | $6,936 | ProgramServicesAmt |
| Management And General | $12,642 | ManagementAndGeneralAmt |
| Fundraising | $1,051 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,620 | TotalAmt |
| Management And General | $50,620 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,222 | TotalAmt |
| Program Services | $96,122 | ProgramServicesAmt |
| Management And General | $13,439 | ManagementAndGeneralAmt |
| Fundraising | $661 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,618 | TotalAmt |
| Program Services | $31,164 | ProgramServicesAmt |
| Management And General | $5,072 | ManagementAndGeneralAmt |
| Fundraising | $1,382 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOOD | $1,748,717 | $1,745,625 | $2,770 | $322 |
| GOODS DONATED TO THE CO | $1,394,400 | $1,394,400 | ||
| PROVISION FOR UNCOLLECT | $380,139 | $380,139 | ||
| RELOCATION COSTS | $150,845 | $150,845 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,235 | TotalAmt |
| Program Services | $160,283 | ProgramServicesAmt |
| Management And General | $1,037 | ManagementAndGeneralAmt |
| Fundraising | $96,915 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,806,394 | TotalAmt |
| Program Services | $7,629,809 | ProgramServicesAmt |
| Management And General | $609,476 | ManagementAndGeneralAmt |
| Fundraising | $567,109 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,845 | BOYAmt |
| EOY | $76,287 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,860 | BOYAmt |
| EOY | $247,578 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,095,947 | BOYAmt |
| EOY | $1,782,601 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,126 | BOYAmt |
| EOY | $264,694 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,694 | BOYAmt |
| EOY | $30,654 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,102 | BOYAmt |
| EOY | $14,480 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,994,108 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $819,449 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $450,831 | BOYAmt |
| EOY | $2,174,659 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $617,664 | BOYAmt |
| EOY | $549,570 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,707 | BOYAmt |
| EOY | $5,500 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,666,776 | BOYAmt |
| EOY | $5,146,023 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,896 | BOYAmt |
| EOY | $260,541 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $957,407 | BOYAmt |
| EOY | $1,200,375 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $215,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,161 | BOYAmt |
| EOY | $6,317 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $402,473 | BOYAmt |
| EOY | $1,917,937 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,118 | BOYAmt |
| EOY | $96,989 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,713,055 | BOYAmt |
| EOY | $3,697,159 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,489,543 | BOYAmt |
| EOY | $1,033,556 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $348,840 | BOYAmt |
| EOY | $299,970 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,338 | BOYAmt |
| EOY | $115,338 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,953,721 | BOYAmt |
| EOY | $1,448,864 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,666,776 | BOYAmt |
| EOY | $5,146,023 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$463,920 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$33,185 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$7,752 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,127,157 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,783,144 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,348,160 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,833,320 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,559,286 | CurrentTaxYearAmt |
| Total | $29,651,067 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,233,356 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,604,622 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,724,642 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,971,919 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,035,163 | CurrentTaxYearAmt |
| Total | $8,569,702 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,360,513 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,387,766 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,072,802 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,805,239 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,594,449 | CurrentTaxYearAmt |
| Total | $38,220,769 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $38,220,769 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,598 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,575 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,484 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,846 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,092 | CurrentTaxYearAmt |
| Total | $47,595 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,598 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,575 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,484 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,846 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,092 | CurrentTaxYearAmt |
| Total | $47,595 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $28,403 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $97,981 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $115,269 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $93,874 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $31,174 | CurrentTaxYearAmt |
| Total | $366,701 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,404,514 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,501,322 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,196,555 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,904,959 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,627,715 | CurrentTaxYearAmt |
| Total | $38,635,065 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98930 | PublicSupportCY509Pct |
| Public Support PY509 | 0.98880 | PublicSupportPY509Pct |
| Investment Income CY | 0.00120 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00160 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 | $133,974 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$6,890 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,863 | OtherExpendituresAmt |
| End Year Balance | $120,221 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $139,914 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,708 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,648 | OtherExpendituresAmt |
| End Year Balance | $133,974 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $127,861 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $20,040 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,987 | OtherExpendituresAmt |
| End Year Balance | $139,914 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $121,379 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $13,781 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $7,299 | OtherExpendituresAmt |
| End Year Balance | $127,861 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $136,297 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$7,986 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,932 | OtherExpendituresAmt |
| End Year Balance | $121,379 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.95940 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04060 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $215,000 | OtherCostOrOtherBasisAmt |
| Book Value | $215,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,710,784 | OtherCostOrOtherBasisAmt |
| Book Value | $1,710,784 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $130,639 | OtherCostOrOtherBasisAmt |
| Depreciation | $72,579 | DepreciationAmt |
| Book Value | $58,060 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $717,565 | OtherCostOrOtherBasisAmt |
| Depreciation | $598,505 | DepreciationAmt |
| Book Value | $119,060 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $220,120 | OtherCostOrOtherBasisAmt |
| Depreciation | $148,365 | DepreciationAmt |
| Book Value | $71,755 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,174,659 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASE OBLIGATION | Desc |
| Amt | $96,989 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $96,989 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $6,976,819 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$33,185 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $150,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $296,859 | OtherRevenueAmt |
| Revenue Not Reported | $413,674 | RevenueNotReportedAmt |
| Revenue Subtotal | $6,563,145 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $4,790 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,774,539 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,779,329 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $8,342,474 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,481,676 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $150,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $304,611 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $454,611 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,027,065 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $4,790 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $1,774,539 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,779,329 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,806,394 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE ORGANIZATION ACTS AS A FISCAL AGENT FOR ONE LOCAL ASSOCIATION. AS THE ASSOCIATION'S FISCAL AGENT, THE ORGANIZATION RECEIVES AND DISBURSES FUNDS ON BEHALF OF THE ASSOCIATION. SINCE THE REVENUES AND EXPENSES ASSOCIATED WITH THIS ASSOCIATION 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, 2016. THE ORGANIZATION'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE 304,611. CHANGE IN VALUE OF CHARITABLE LEAD TRUST -7,752. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | PROVISION FOR UNCOLLECTIBLE PLEDGES 380,139. COSTS OF GOODS DONATED TO THE COMMUNITY 1,394,400. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE 304,611. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | PROVISION FOR UNCOLLECTIBLE PLEDGES 380,139. COST OF GOODS DONATED TO THE COMMUNITY 1,394,400. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $56,556 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $56,556 | CharitableContriEvent1Amt |
| Rent Facility Costs Event1 | $18,321 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $2,381 | OtherDirectExpensesEvent1Amt |
| Event2 | ROSES | Event2Nm |
| Gross Receipts Event2 | $130,402 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $130,402 | CharitableContriEvent2Amt |
| Rent Facility Costs Event2 | $72,092 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $56,440 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 6 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $308,636 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $292,136 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $16,500 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $22,840 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $132,537 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $495,594 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $479,094 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $16,500 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $113,253 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $191,358 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $304,611 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$288,111 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| UNITED WAY OF NATIONAL CAPITAL AREA | ||||||
| 100 EDGEWOOD AVE NE | ATLANTA | GA | 30303 | 580566194 | $13,081 | GENERAL OPERATIONS |
| UNITED WAY MA BAY&MERRIMACK VALLEY | ||||||
| 51 SLEEER STREET | BOSTON | MA | 02210 | 042382233 | $27,723 | GENERAL OPERATIONS |
| UNITED WAY OF THE SUNCOAST | ||||||
| 910 NORTH 11TH STREET | SAINT LOUIS | MO | 63101 | 430714167 | $5,665 | GENERAL OPERATIONS |
| UNITED WAY OF THE GREATER TRIANGLE | ||||||
| 2400 PERIMETER PARK DRIVE STE 150 | MORRISVILLE | NC | 27560 | 561949103 | $6,787 | GENERAL OPERATIONS |
| UNITED WAY OF RHODE ISLAND | ||||||
| 50 VALLEY STREET | PROVIDENCE | RI | 02909 | 050276059 | $7,109 | GENERAL OPERATIONS |
| ALZHEIMER'S DISEASE & RELATED DISORDERS | ||||||
| 225 N MICHIGAN AVE FLOOR 17 | CHICAGO | IL | 60601 | 133039601 | $63,430 | GENERAL OPERATIONS |
| AMERICAN HEART ASSOC-TX | ||||||
| 7272 GREENVILLE | DALLAS | TX | 75231 | 135613797 | $6,308 | GENERAL OPERATIONS |
| AMERICAN RED CROSS DISASTER RELIEF FUND | ||||||
| PO BOX 37243 | WASHINGTON | DC | 20013 | 530196605 | $51,622 | GENERAL OPERATIONS |
| COMMUNITY HEALTH CHARITIES OF AMERICA | ||||||
| 1240 N PITT ST | ALEXANDRIA | VA | 22314 | 133349872 | $11,586 | GENERAL OPERATIONS |
| FONDOS UNIDOS DE PUERTO RICO | ||||||
| PO BOX 191914 | SAN JUAN | PR | 009191914 | 660269222 | $23,228 | GENERAL OPERATIONS |
| NATIONAL DOMESTIC VIOLENCE HOTLINE | ||||||
| PO BOX 161810 | AUSTIN | TX | 78716 | 751658287 | $21,536 | GENERAL OPERATIONS |
| UNITED WAY OF GREATER LOS ANGELES | ||||||
| 1150 S OLIVE ST SUITE T500 | LOS ANGELES | CA | 90015 | 952274801 | $13,547 | GENERAL OPERATIONS |
| UNITED WAY OF SOUTHWEST INDIANA | ||||||
| 501 NW 4TH ST | EVANSVILLE | IN | 47708 | 350868069 | $8,316 | GENERAL OPERATIONS |
| CATHOLIC SCHOOL FUND-IN CTY SCH FUND | ||||||
| 67 BATTERYMARCH STREET 6TH FLOOR | BOSTON | MA | 02110 | 222485502 | $10,000 | GENERAL OPERATIONS |
| THE BOSTON PROJECT MINISTRIES | ||||||
| 15 ELMHURST ST | DORCHESTER | MA | 02124 | 043395307 | $22,697 | GENERAL OPERATIONS |
| UNITED WAY FOR SOUTHEASTERN MICHIGAN | ||||||
| 660 WOODWARD AVE 300 | DETROIT | MI | 48226 | 203099071 | $13,541 | GENERAL OPERATIONS |
| UNITED WAY OF CENTRAL INDIANA | ||||||
| 3901 N MERIDIAN STREET | INDIANAPOLIS | IN | 462080409 | 351007590 | $28,060 | GENERAL OPERATIONS |
| BOYS AND GIRLS CLUB MW | ||||||
| 169 PLEASANT STREET | MARLBOROUGH | MA | 01752 | 042387225 | $120,000 | GENERAL OPERATIONS |
| MASS 211 INC | ||||||
| 46 PARK STREET | FRAMINGHAM | MA | 01702 | 043514643 | $19,817 | GENERAL OPERATIONS |
| SMOC | ||||||
| 300 HOWARD STREET | FRAMINGHAM | MA | 01702 | 042389659 | $75,833 | GENERAL OPERATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 20 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAUL MINA | ||||||||||||||
| PRESIDENT, CPO AND CLERK | $231,075 | $0 | $0 | $0 | $0 | $0 | $21,605 | $0 | $26,494 | $0 | $279,174 | $0 | $0 | $0 |
| MOE EDWARDS | ||||||||||||||
| CFO | $136,420 | $0 | $0 | $0 | $0 | $0 | $12,755 | $0 | $15,469 | $0 | $164,644 | $0 | $0 | $0 |
| JENNIFER A MASEDA | ||||||||||||||
| FORMER SENIOR VICE PRESIDENT | $176,019 | $0 | $0 | $0 | $0 | $0 | $16,457 | $0 | $2,585 | $0 | $195,061 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, PART VII, SECTION A, LINE 5 | FormAndLineReferenceDesc |
| Explanation | PAUL MINA SERVES AS THE PRESIDENT AND CPO OF THE UNITED WAY OF TRI-COUNTY AND THE EXECUTIVE DIRECTOR OF MASS211. HIS 2015 COMPENSATION IS $192,075 FOR BEING THE PRESIDENT AND CPO OF THE UNITED WAY OF TRI-COUNTY AND $39,000 FOR RUNNING MASS211 AS ITS EXECUTIVE DIRECTOR. HIS 2015 BENEFITS ARE $48,099. HIS 2015 TOTAL COMPENSATION INCLUDING BENEFITS IS $279,174. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| PAUL MINA | |||
| MANAGEMENT SERVICES AGREEMENT BETWEEN UWTC AND MASS211, INC. | $1,420,878 | MASS211, INC. PAYS UWTC A MANAGEMENT FEE TO PROVIDE OPERATIONAL AND MANAGEMENT SERVICES. THE AMOUNT SHOWN IN SCHEDULE L, PART IV, COLUMN (C) OF $1,420,878 REPRESENTS THE TOTAL MANAGEMENT FEE PAID TO UWTC BY MASS211, INC. DURING THE FISCAL YEAR ENDED JUNE 30, 2016. 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 | $0 | UNITED WAY HOLDS A CHECKING ACCOUNT AT BANK. | 0 |
| MICHAEL TENAGLIA | |||
| BOARD MEMBER AND SENIOR VICE PRESIDENT AT BANK | $0 | UNITED WAY HOLDS 3 BANK ACCOUNTS AT BANK AS WELL AS A NOTE PAYABLE. | 0 |
| MARK O'CONNELL | |||
| TREASURER AND PRESIDENT AT BANK | $0 | UNITED WAY HOLDS A SAVINGS ACCOUNT AT BANK. | 0 |
Schedule M IRS990ScheduleM
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,702,003 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | OFFICE FURNITURE AND OTHER | 23 | $1,393,360 | FAIR MARKET VALUE |
| Yes (X) | TOYS | 531 | $144,573 | FAIR MARKET VALUE |
| 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 (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 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 -7,752. |
| FORM 990, PART XII, LINE 2C | THE ORGANIZATION'S OVERSIGHT PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |