UNITED WAY OF GREATER FALL RIVER INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF GREATER FALL RIVER INC (EIN 04-2104026)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-09-25
- IRS object ID
- 201742689349300409
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-25T08:40:34-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 041617630 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEYER REGAN & WILNER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 DURFEE STREET | AddressLine1Txt |
| City | FALL RIVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 027202126 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104026 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF GREATER FALL RIVER INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5086788361 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 BEDFORD STREET PO BOX 2550 | AddressLine1Txt |
| City | FALL RIVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02722 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES KAY | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5086788361 | PhoneNum |
| Signature | 2017-09-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MELISSA B KENYON | PreparerPersonNm |
| PTIN | P01272045 | PTIN |
| Phone | 5086796451 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.30.146.137 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-09-12 | IPDt |
| IP Tm | 09:16:33 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 2C2D5411FAC11C1BBD292D9285862215DD6ABFDA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CEF60B991AB6934E4B74DEAF67AFA2BC93FB21BE | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL MCDONALD | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 BEDFORD STREET PO BOX 2550 | AddressLine1Txt |
| City | FALL RIVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,092,730 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | UWGFR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | THE PURPOSE OF THIS ORGANIZATION SHALL BE TO RAISE FUNDS; TO SOLICIT, RECEIVE AND HOLD MONEY AND OTHER PROPERTY, BOTH REAL AND PERSONAL, ACQUIRED BY GIFT, CONTRIBUTIONS, BEQUEST, DEVISE OR OTHERWISE; TO SELL AND CONVEY REAL PROPERTY SO ACQUIRED; TO DISBURSE AND DISTRIBUTE THE SAID FUNDS FOR THE FINANCIAL SUPPORT, IN WHOLE OR IN PART, OF LOCAL PROGRAMS CONDUCTED BY SOCIAL AGENCIES FOR CHARITABLE, HEALTH, WELFARE, RECREATIONAL AND ALLIED PURPOSES IN THE GREATER FALL RIVER AREA; TO PROVIDE THE PLANS, FACILITIES, MANPOWER AND COMMUNITY LEADERSHIP FOR AN ANNUAL UNIFIED FUND RAISING CAMPAIGN; TO EFFECTIVELY PLAN AND EXECUTE A BALANCED PROGRAM OF SOCIAL SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 31 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 7 | TotalEmployeeCnt |
| Total Volunteers | 130 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,215,999 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,075,573 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $393,521 | PYInvestmentIncomeAmt |
| CY Investment Income | $318,522 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,609,520 | PYTotalRevenueAmt |
| CY Total Revenue | $1,394,095 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $874,920 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $872,812 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $319,808 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $314,562 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $200,223 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $161,584 | PYOtherExpensesAmt |
| CY Other Expenses | $155,404 | CYOtherExpensesAmt |
| PY Total Expenses | $1,356,312 | PYTotalExpensesAmt |
| CY Total Expenses | $1,342,778 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $253,208 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $51,317 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,642,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,932,454 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $548,526 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $503,176 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,094,399 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,429,278 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PURPOSE OF THIS ORGANIZATION SHALL BE TO RAISE FUNDS; TO SOLICIT, RECEIVE AND HOLD MONEY AND OTHER PROPERTY, BOTH REAL AND PERSONAL, ACQUIRED BY GIFT, CONTRIBUTIONS, BEQUEST, DEVISE OR OTHERWISE; TO SELL AND CONVEY REAL PROPERTY SO ACQUIRED; TO DISBURSE AND DISTRIBUTE THE SAID FUNDS FOR THE FINANCIAL SUPPORT, IN WHOLE OR IN PART, OF LOCAL PROGRAMS CONDUCTED BY SOCIAL SERVICE AGENCIES FOR CHARITABLE, HEALTH, WELFARE, RECREATIONAL AND ALLIED PURPOSES IN THE GREATER FALL RIVER AREA; TO PROVIDE THE PLANS, FACILITIES, MANPOWER AND COMMUNITY LEADERSHIP FOR AN ANNUAL UNIFIED FUND RAISING CAMPAIGN; TO EFFECTIVELY PLAN AND EXECUTE A BALANCED PROGRAM OF SOCIAL SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $872,617 | ExpenseAmt |
| Grant | $872,617 | GrantAmt |
| Desc | DISTRIBUTED 80% OF NET CAMPAIGN TO MANY HEALTH AND HUMAN SERVICE AGENCIES WHICH ASSIST A WIDE VARIETY OF PEOPLE IN GREATER FALL RIVER. THE PRIMARY FUNDING IS ALLOCATED TO 17 AGENCIES AND PROGRAMS FOLLOWING A COMPREHENSIVE PROGRAM AND FINANCIAL REVIEW PROCESS. SECONDARY FUNDING IS PROVIDED TO A GROUP OF 25 AGENCIES AND PROGRAMS, AS DESIGNATED TO THE AGENCIES BY OUR DONORS. ADDITIONALLY, FUNDING IS PROVIDED, THROUGH A COMPETITIVE GRANT PROCESS, FOR SPECIAL PROJECTS OR PROGRAMS THAT BENEFIT THE COMMUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $75,030 | ExpenseAmt |
| Grant | $195 | GrantAmt |
| Desc | INFOLINE: PROVIDES AN INFORMATION AND REFERRAL SERVICE THROUGH DIRECT CALLS TO OUR OFFICE (APPROXIMATELY 196 SUCH CALLS IN FISCAL YEAR 2017), OR THROUGH A REFERRAL TO THE STATE-WIDE I & R SERVICE - MASS 211 (OVER 515 LOCAL CALLS IN FISCAL YEAR 2017). WE ARE A FINANCIAL CONTRIBUTOR AND A CO-SPONSOR OF THE 211 SERVICE. ADDITIONALLY, WE PROVIDED ABOUT 8,600 BROCHURES AND DIRECTORIES TO THE COMMUNITY AS ADDITIONAL I & R, AND AS PART OF THE EDUCATIONAL PROCESS FOR THE COMMUNITY, BRINGING AWARENESS OF THE AVAILABILITY OF SOCIAL AND HEALTH AND HUMAN SERVICES FOR THOSE IN NEED. WE ALSO HAVE A TRAVELERS AID PROGRAM THAT PROVIDES BUS VOUCHERS FOR INDIVIDUALS WHO ARE STRANDED IN OUR COMMUNITY, WHO WISH TO RETURN HOME. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $947,647 | 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 | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | 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 | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | 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 | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 7 | 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 | 31 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA BERNIER FIN DIRECTOR | PersonNm |
| Phone | 5086788361 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 BEDFORD ST PO BOX 2550 | AddressLine1Txt |
| City | FALL RIVER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02722 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| REBECCA COLLINS | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| JACKIE EINSTEIN | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| REV DR ROBERT P LAWRENCE | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| SANDRA FITZSIMMONS | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MICHELLE PELLETIER | ||||||
| DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | |
| GEORGE OLIVEIRA | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| RICHARD BEAULIEU | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| DAVID DEJESUS | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| JAMES WALLACE | ||||||
| DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | |
| ALICE AMBROSE | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| EVA CABRAL | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| CHRIS LAFRANCE | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| SONIA FASTINO | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| MARY-LOU MANCINI | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| DR JOHN SBREGA | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| GEORGE MERCIER | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| GEORGE SHAKER JR | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| ALISON BOUCHARD | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MARTA MONTLEON | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| ROGER BELIVEAU | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| MELISSA PANCHLEY | ||||||
| DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | |
| JOAN M MEDEIROS | ||||||
| DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | |
| FRANK B SOUSA III | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| ANN M RAMOS DESROSIERS | ||||||
| DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | |
| WANDA GONZALEZ | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| CAROL VALCOURT | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| DANIEL ABRAHAM | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL MCDONALD | ||||||
| BOARD CHAIR | 0.80 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SUE JENKINSON | ||||||
| SECRETARY | 0.40 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| BARRY BIBEAU | ||||||
| ASSISTANT SECRETARY | 0.40 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JAMES H KAY | ||||||
| TREASURER | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JORGELINA MOREIRA | ||||||
| ASST TREASURER/DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| THOMAS DURKIN | ||||||
| DIRECTOR/ASST TREASURER | 0.20 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROBERT HORNE | ||||||
| EXECUTIVE DIRECTOR | 40.00 | $94,075 | $0 | $20,420 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $94,075 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $20,420 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $30,957 | FederatedCampaignsAmt |
| All Other Contributions | $1,044,616 | AllOtherContributionsAmt |
| Total Contributions | $1,075,573 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $179,206 | TotalRevenueColumnAmt |
| Exclusion | $179,206 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $837,951 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $698,635 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $139,316 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $139,316 | TotalRevenueColumnAmt |
| Exclusion | $139,316 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,394,095 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $318,522 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $872,617 | TotalAmt |
| Program Services | $872,617 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195 | TotalAmt |
| Program Services | $195 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,987 | TotalAmt |
| Program Services | $24,985 | ProgramServicesAmt |
| Management And General | $44,668 | ManagementAndGeneralAmt |
| Fundraising | $54,334 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,183 | TotalAmt |
| Program Services | $24,803 | ProgramServicesAmt |
| Management And General | $58,210 | ManagementAndGeneralAmt |
| Fundraising | $59,170 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,926 | TotalAmt |
| Program Services | $3,564 | ProgramServicesAmt |
| Management And General | $5,399 | ManagementAndGeneralAmt |
| Fundraising | $8,963 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,763 | TotalAmt |
| Program Services | $2,369 | ProgramServicesAmt |
| Management And General | $1,301 | ManagementAndGeneralAmt |
| Fundraising | $2,093 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,703 | TotalAmt |
| Program Services | $4,661 | ProgramServicesAmt |
| Management And General | $9,708 | ManagementAndGeneralAmt |
| Fundraising | $10,334 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,200 | TotalAmt |
| Management And General | $13,200 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,102 | TotalAmt |
| Management And General | $26,102 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,211 | TotalAmt |
| Program Services | $5,178 | ProgramServicesAmt |
| Management And General | $7 | ManagementAndGeneralAmt |
| Fundraising | $26 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,775 | TotalAmt |
| Program Services | $2,137 | ProgramServicesAmt |
| Management And General | $10,277 | ManagementAndGeneralAmt |
| Fundraising | $17,361 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,760 | TotalAmt |
| Program Services | $1,178 | ProgramServicesAmt |
| Management And General | $543 | ManagementAndGeneralAmt |
| Fundraising | $1,039 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,400 | TotalAmt |
| Program Services | $3,570 | ProgramServicesAmt |
| Management And General | $16,460 | ManagementAndGeneralAmt |
| Fundraising | $33,370 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $774 | TotalAmt |
| Program Services | $141 | ProgramServicesAmt |
| Management And General | $253 | ManagementAndGeneralAmt |
| Fundraising | $380 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,060 | TotalAmt |
| Program Services | -$159 | ProgramServicesAmt |
| Management And General | $447 | ManagementAndGeneralAmt |
| Fundraising | $772 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,530 | TotalAmt |
| Program Services | $1,319 | ProgramServicesAmt |
| Management And General | $4,748 | ManagementAndGeneralAmt |
| Fundraising | $7,463 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,168 | TotalAmt |
| Program Services | $507 | ProgramServicesAmt |
| Management And General | $950 | ManagementAndGeneralAmt |
| Fundraising | $1,711 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,347 | TotalAmt |
| Program Services | $530 | ProgramServicesAmt |
| Management And General | $1,125 | ManagementAndGeneralAmt |
| Fundraising | $1,692 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| AWARDS & GIFTS TO CONTR | $1,341 | $478 | $863 | |
| DUES | $916 | $396 | $520 | |
| ANNUAL FILING FEES | $550 | $550 | ||
| MISCELLANEOUS | $270 | $86 | $132 | $52 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,342,778 | TotalAmt |
| Program Services | $947,647 | ProgramServicesAmt |
| Management And General | $194,908 | ManagementAndGeneralAmt |
| Fundraising | $200,223 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,369 | BOYAmt |
| EOY | $55,732 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,081 | BOYAmt |
| EOY | $280,074 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $549,757 | BOYAmt |
| EOY | $550,159 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $25,270 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $21,205 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,833 | BOYAmt |
| EOY | $4,065 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,886,078 | BOYAmt |
| EOY | $4,913,508 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,091,807 | BOYAmt |
| EOY | $1,128,916 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,642,925 | BOYAmt |
| EOY | $6,932,454 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,272 | BOYAmt |
| EOY | $1,159 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,624 | BOYAmt |
| EOY | $112,985 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $418,630 | BOYAmt |
| EOY | $389,032 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $548,526 | BOYAmt |
| EOY | $503,176 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,828,027 | BOYAmt |
| EOY | $3,128,674 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,186 | BOYAmt |
| EOY | $796 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,254,186 | BOYAmt |
| EOY | $3,299,808 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,094,399 | BOYAmt |
| EOY | $6,429,278 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,642,925 | BOYAmt |
| EOY | $6,932,454 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $51,317 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $296,376 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$12,814 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,415,377 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,280,039 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,257,974 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,215,999 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,075,573 | CurrentTaxYearAmt |
| Total | $6,244,962 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,415,377 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,280,039 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,257,974 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,215,999 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,075,573 | CurrentTaxYearAmt |
| Total | $6,244,962 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $928,167 | SubstantialContributorsTotAmt |
| Public Support Total170 | $5,316,795 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $171,838 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $178,770 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $179,637 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $176,971 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $179,206 | CurrentTaxYearAmt |
| Total | $886,422 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,131,384 | TotalSupportAmt |
| Public Support CY170 | 0.74550 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78050 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,886,078 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | $569,638 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $541,030 | OtherExpendituresAmt |
| Administrative Expenses | $1,178 | AdministrativeExpensesAmt |
| End Year Balance | $4,913,508 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,970,992 | BeginningYearBalanceAmt |
| Contributions | $220,000 | ContributionsAmt |
| Investment Earnings Or Losses | $32,923 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $335,985 | OtherExpendituresAmt |
| Administrative Expenses | $1,852 | AdministrativeExpensesAmt |
| End Year Balance | $4,886,078 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,050,949 | BeginningYearBalanceAmt |
| Contributions | $175,000 | ContributionsAmt |
| Investment Earnings Or Losses | $206,477 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $461,434 | OtherExpendituresAmt |
| End Year Balance | $4,970,992 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,362,809 | BeginningYearBalanceAmt |
| Contributions | $377,271 | ContributionsAmt |
| Investment Earnings Or Losses | $817,847 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $506,978 | OtherExpendituresAmt |
| End Year Balance | $5,050,949 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,904,906 | BeginningYearBalanceAmt |
| Contributions | $221,091 | ContributionsAmt |
| Investment Earnings Or Losses | $472,244 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $235,432 | OtherExpendituresAmt |
| End Year Balance | $4,362,809 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.57700 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.42300 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,270 | OtherCostOrOtherBasisAmt |
| Depreciation | $21,205 | DepreciationAmt |
| Book Value | $4,065 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,065 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| C.S.V. LIFE INSURANCE | $13,553 |
| CONTRIBUTIONS RECEIVABLE FROM CHARITABLE REMAINDER TRUSTS | $316,007 |
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $794,445 |
| SECURITY DEPOSIT AND PREPAID RENT | $3,330 |
| OTHER RECEIVABLE | $1,581 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,128,916 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ALLOCATIONS AND DESIGNATIONS PAYABLE | $373,051 |
| ANNUITY PAYMENT LIABILITY | $15,981 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $389,032 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,641,866 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $296,376 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $3,120 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $44,005 | OtherRevenueAmt |
| Revenue Not Reported | $343,501 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,298,365 | RevenueSubtotalAmt |
| Other Revenues Not Included | $95,730 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $95,730 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,394,095 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,306,987 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $3,120 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $3,120 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,303,867 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $38,911 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $38,911 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,342,778 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE UNITED WAY'S ENDOWMENT FUNDS ARE HANDLED IN TWO WAYS. A PORTION OF THE ENDOWMENT FUNDS ARE RESTRICTED BY THE DONORS TO BE USED FOR SPECIFIC SERVICES IN THE COMMUNITY. A PERCENTAGE OF THESE FUNDS (AS ANNUALLY DETERMINED BY THE BOARD OF DIRECTORS) ARE MADE AVAILABLE TO THE COMMUNITY THROUGH OUR COMMUNITY IMPACT GRANTS PROGRAM. THE AMOUNT AVAILABLE FOR USE IN THE YEAR ENDED JUNE 30, 2017 WAS $49,985. A GREATER PORTION OF THE ENDOWMENT FUND ($191,195) IS USED TO OFFSET OPERATING EXPENSES OF THE UNITED WAY, THEREBY ALLOWING MORE DONOR DOLLARS TO BE USED FOR FUNDING SERVICES AND PROGRAMS. THESE FUNDS ARE ALSO MADE AVAILABLE BY A PERCENTAGE OF THE ENDOWMENT FUNDS (AS ANNUALLY DETERMINED BY THE BOARD OF DIRECTORS). |
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND CHAPTER 180 OF THE GENERAL LAWS OF THE COMMONWEALTH OF MASSACHUSETTS. ACCORDINGLY, NO PROVISIONS HAVE BEEN MADE FOR FEDERAL AND STATE INCOME TAXES IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE ORGANIZATION BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSIITONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | REVALUATION ADJUSTMENT OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 15,654. CHANGE IN VALUES OF SPLIT-INTEREST AGREEMENTS 28,351. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | AMOUNT DESIGNATED BY DONORS 95,730. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | AMOUNT DESIGNATED BY DONORS 38,911. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (26 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 995 ROCKDALE AVENUE | NEW BEDFORD | MA | 02740 | 530196605 | 501(C)(3) | $37,246 | DISASTER SUPPORT |
| THE ARC OF GREATER FALL RIVER | |||||||
| PO BOX 1943 | FALL RIVER | MA | 02722 | 042278687 | 501(C)(3) | $53,368 | GENERAL SUPPORT |
| BIG FRIENDS LITTLE FRIENDS | |||||||
| 229 FLINT STREET | FALL RIVER | MA | 02723 | 042104058 | 501(C)(3) | $49,307 | MENTORING |
| COMMUNITY DEVELOPMENT & RECREATION | |||||||
| 72 BANK STREET | FALL RIVER | MA | 02720 | 042491918 | 501(C)(3) | $26,145 | COMPUTER LAB |
| DIABETES ASSOC OF GREATER FALL RIVER | |||||||
| 170 PLEASANT STREET | FALL RIVER | MA | 02720 | 042665107 | 501(C)(3) | $60,996 | DIABETES/HEALTH |
| FALL RIVER YMCA | |||||||
| 199 NO MAIN STREET | FALL RIVER | MA | 02720 | 042104749 | 501(C)(3) | $13,114 | RECREATION |
| FAMILY SERVICE ASSOCIATION | |||||||
| 151 ROCK STREET | FALL RIVER | MA | 02720 | 042104058 | 501(C)(3) | $50,395 | MENTAL HEALTH |
| KING PHILIP COMMUNITY HOUSE | |||||||
| 334 TUTTLE STREET | FALL RIVER | MA | 02724 | 042313397 | 501(C)(3) | $20,124 | CHILD CARE |
| NINTH STREET DAY NURSERY | |||||||
| 533 HIGHLAND AVENUE | FALL RIVER | MA | 02720 | 042223500 | 501(C)(3) | $19,140 | CHILD CARE |
| PEOPLE INC | |||||||
| 1040 EASTERN AVENUE | FALL RIVER | MA | 02723 | 042447216 | 501(C)(3) | $65,875 | GENERAL SUPPORT |
| SERJOBS FOR PROGRESS | |||||||
| 164 BEDFORD STREET | FALL RIVER | MA | 02720 | 042664574 | 501(C)(3) | $60,369 | JOB SUPPORT |
| STANLEY STREET TREATMENT CENTER | |||||||
| 386 STANLEY STREET | FALL RIVER | MA | 02720 | 042604426 | 501(C)(3) | $42,830 | HEALTH CLINIC |
| STEPPINGSTONE INC | |||||||
| 466 MAIN STREET | FALL RIVER | MA | 02720 | 042505146 | 501(C)(3) | $42,846 | SUBSTANCE ABUSE |
| THE SAMARITANS | |||||||
| PO BOX 9642 | FALL RIVER | MA | 02720 | 222474826 | 501(C)(3) | $32,500 | GENERAL SUPPORT |
| BOYS AND GIRLS CLUB | |||||||
| PO BOX 5155 | FALL RIVER | MA | 02722 | 042103923 | 501(C)(3) | $88,417 | RECREATION |
| UNITED PARTNERSHIPS | |||||||
| 1040 EASTERN AVENUE | FALL RIVER | MA | 02723 | 042447216 | 501(C)(3) | $53,152 | EDUCATION/YOUTH |
| WORD INC | |||||||
| 951 SLADE STREET | FALL RIVER | MA | 02724 | 042679578 | 501(C)(3) | $29,484 | CHILD CARE SERVICES |
| TEACH FOR AMERICA | |||||||
| 60 CANAL STREET 3RD 5TH FLOOR | BOSTON | MA | 02114 | 133541913 | 501(C)(3) | $25,000 | GRANT PROJECT |
| VETERAN'S ASSOCIATION | |||||||
| 755 PINE STREET | FALL RIVER | MA | 02720 | 042977737 | 501(C)(3) | $6,400 | GENERAL SUPPORT |
| GREATER FALL RIVER COMMUNITY FOOD PANTRY | |||||||
| 228 NORTH MAIN STREET | FALL RIVER | MA | 02720 | 223128989 | 501(C)(3) | $6,500 | FOOD GRANT |
| GREATER FALL RIVER COMMUNITY SOUP KITCHEN | |||||||
| 160 ROCK STREET | FALL RIVER | MA | 02720 | 042790780 | 501(C)(3) | $5,300 | FOOD GRANT |
| KATIE BROWN EDUCATIONAL PROGRAM | |||||||
| 209 BEDFORD ST SUITE 302 | FALL RIVER | MA | 02720 | 450480658 | 501(C)(3) | $8,000 | YOUTH GRANT |
| UNITED WAY OF ATTLEBOROTAUNTON | |||||||
| 247 MAPLE STREET | ATTLEBORO | MA | 02703 | 042104020 | 501(C)(3) | $10,000 | HOMELESS PROGRAM |
| BRISTOL ELDER SERVICES | |||||||
| 1 FATHER DEVALLES BLVD SUITE 101 | FALL RIVER | MA | 02723 | 042545767 | 501(C)(3) | $6,250 | ELDER PROGRAM |
| SALVATION ARMY | |||||||
| 290 BEDFORD STREET | FALL RIVER | MA | 02720 | 042103624 | 501(C)(3) | $6,000 | FOOD GRANT |
| SE CENTER FOR INDEPENDENT LIVING | |||||||
| 66 TROY STREET | FALL RIVER | MA | 02721 | 042939676 | 501(C)(3) | $6,000 | FOOD GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 26 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PROCEDURES ARE IN PLACE TO MONITOR GRANTS AND ALLOCATIONS, BUT IN DIFFERENT WAYS. THE UNITED WAY UNDERTAKES A COMPREHENSIVE REVIEW PROCESS OF ITS MEMBER AGENCIES, PRIOR TO APPROVAL AND DISTRIBUTION OF FUNDS. DETAILED FINANCIAL REPORTS SUPPORTING PRIOR YEAR ALLOCATIONS ARE REVIEWED IN THIS PROCESS, SUPPORTED BY RECEIPT OF AUDITED FINANCIAL STATEMENTS (OR A LEVEL OF INDEPENDENTLY PREPARED FINANCIAL STATEMENTS DEPENDING ON THE LEVEL OF FUNDING PROVIDED TO THE AGENCY). WITH THE EXCEPTION OF A SMALL AMOUNT OF GRANTS TO LOCAL FOOD PANTRIES AND SOUP KITCHENS (WHICH REQUIRE NO SUPPORTING FINANCIAL REPORTS, AND ARE NOT AFFILIATED WITH UNITED WAY), ALL GRANT RECIPIENTS UNDER OUR COMMUNITY IMPACT PROGRAM ARE REQUIRED TO SUBMIT QUARTERLY REPORTS, TO BE REVIEWED BY STAFF AND/OR VOLUNTEERS PRIOR TO THE DISBURSEMENT OF QUARTERLY CHECKS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE (10 MEMBERS OF THE BOARD SERVING AS A FINANCE AND ADVISORY SUB-COMMITTEE) AND THEN PRESENTED TO THE FULL BOARD OF DIRECTORS BY A MEMBER OF THE ACCOUNTING FIRM. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY, CONSIDERED FOR ANY CHANGES OR AMENDMENTS, AND THEN IS DISTRIBUTED TO ALL STAFF AND DIRECTORS FOR THEIR REVIEW. THE CHIEF OPERATING OFFICER IS RESPONSIBLE FOR THE DAY-TO-DAY MONITORING OF CONFLICTS. WHERE THE CHIEF PROFESSIONAL OFFICER IS CONCERNED, RELATIVE TO CONFLICTS, THE CHIEF VOLUNTEER OFFICER IS RESPONSIBLE FOR MONITORING HIS/HER ACTIONS. ALL BOARD MEMBERS AND STAFF SIGN OFF ON THIS POLICY, EACH YEAR, DISCLOSING ANY POTENTIAL CONFLICTS, AND ACKNOWLEDGING THAT THEY HAVE REVIEWED THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | A POLICY HAS BEEN ESTABLISHED WHEREBY THE CHIEF PROFESSIONAL OFFICER WILL BE REVIEWED (AND COMPENSATION CONSIDERED) BY A COMPENSATION COMMITTEE, AS A SUB COMMITTEE OF THE BOARD OF DIRECTORS, CONSISTING OF THE CHAIR OF THE BOARD, THE FINANCE COMMITTEE CHAIR AND THE PERSONNEL COMMITTEE CHAIR. ALL AVAILABLE COMPARABLE COMPENSATION DATA - BOTH LOCAL AND REGIONAL - IS UTILIZED IN THE EVALUATION. ANY COMPENSATION, INCLUDING SALARY AND BENEFITS ARE APPROVED BY THE FULL BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 18 | ALL FORMS ARE AVAILABLE UPON REQUEST. FORM 990 IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND ALL OTHER POLICIES AVAILABLE TO THE PUBLIC IN THE UNITED WAY OFFICE DURING REGULAR BUSINESS HOURS. FINANCIAL STATEMENTS ARE ALSO AVAILABLE THROUGH GUIDESTAR.ORG AND THE COMMONWEALTH OF MASSACHUSETTS DIVISION OF PUBLIC CHARITIES. GOVERNING DOCUMENTS ARE ALSO AVAILABLE VIA THE SECRETARY FOR THE COMMONWEALTH OF MASSACHUSETTS CORPORATE DATABASE. IN ADDITION, THE ORGANIZATION'S BALANCE SHEET IS INCLUDED IN THE ANNUAL REPORT, WHICH IS WIDELY DISTRIBUTED IN THE COMMUNITY. PLANS ARE IN PLACE TO PUBLISH THE FINANCIAL STATEMENTS AND THE FORM 990 ON THE ORGANIZATION'S WEBSITE. |
| FORM 990, PART XI, LINE 9: | REVALUATION ADJUSTMENT OF BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 15,654. CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 28,351. TIMING DIFFERENCE - FASB 136 FOR DESIGNATIONS -56,819. |
| FORM 990, PART XI, LINE 2C | THE AUDIT COMMITTEE PROVIDES OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDIT FIRM. THE MEMBERS OF THIS COMMITTEE, ALL OF WHOM HAVE FINANCIAL BACKGROUNDS, CONSIST OF THE CHAIR OF THE BOARD, CHAIR OF THE FINANCE COMMITTEE AND THE TREASURER. THE AUDIT COMMITTEE MEETS INDEPENDENTLY WITH THE CPA FIRM PRIOR TO THE AUDIT BEING PRESENTED TO THE BOARD OF DIRECTORS. THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |
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