UNITED WAY OF GREATER NEW BEDFORD INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF GREATER NEW BEDFORD INC (EIN 04-2104264)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2016-11-03
- IRS object ID
- 201603089349301525
- Schema version
- 2015v2.1
- 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 | 2016-11-03T14:02:21-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104264 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF GREATER NEW BEDFORD INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 5089949625 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 128 UNION STREET SUITE 105 | AddressLine1Txt |
| City | NEW BEDFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02740 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE N HANTMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5089949625 | PhoneNum |
| Signature | 2016-10-25 | 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 |
| Preparation | 2016-10-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | BETH SYLVIA CALDWELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 128 UNION STREET SUITE 105 | AddressLine1Txt |
| City | NEW BEDFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,271,629 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDWAYOFGNB.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1953 | FormationYr |
| Legal Domicile State | MA | LegalDomicileStateCd |
| Activity Or Mission | UNITED WAY OF GREATER NEW BEDFORD MOBILIZES PEOPLE, PARTNERSHIPS AND RESOURCES TO STRENGTHEN OUR GREATER NEW BEDFORD, MA COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 19 | TotalEmployeeCnt |
| Total Volunteers | 120 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,187,350 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,465,069 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $260,411 | PYInvestmentIncomeAmt |
| CY Investment Income | $81,505 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$2,305 | PYOtherRevenueAmt |
| CY Other Revenue | $2,358 | CYOtherRevenueAmt |
| PY Total Revenue | $2,445,456 | PYTotalRevenueAmt |
| CY Total Revenue | $2,548,932 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $750,728 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $724,497 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $643,309 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $773,263 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $148,293 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $704,006 | PYOtherExpensesAmt |
| CY Other Expenses | $996,426 | CYOtherExpensesAmt |
| PY Total Expenses | $2,098,043 | PYTotalExpensesAmt |
| CY Total Expenses | $2,494,186 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $347,413 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $54,746 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,479,272 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,643,388 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $915,839 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,095,866 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,563,433 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,547,522 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO MOBILIZE PEOPLE, PARTNERSHIPS AND RESOURCES TO STRENGTHEN OUR GREATER NEW BEDFORD, MA COMMUNITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $699,539 | ExpenseAmt |
| Grant | $138,665 | GrantAmt |
| Desc | COMMUNITY SERVICES AND EDUCATION - PROVIDES VOLUNTEER PLACEMENT THROUGH ITS ONLINE VOLUNTEER MATCHING DATABASE, CONDUCTS EVENTS FOR INDIVIDUALS TO ENGAGE IN COMMUNITY SERVICE THROUGH ANNUAL DAYS OF CARING, DISTRIBUTES DONATED FOOD THROUGH THE HUNGER COMMISSION PROGRAM, WORKS WITH GRASSROOTS GROUPS THROUGH THE COMMUNITY BUILDING MINI-GRANTS PROGRAM, AND WORKS WITH LOCAL NON-PROFITS TO PROVIDE YOUTH THE OPPORTUNITY TO LEARN ABOUT FINANCIAL LITERACY AND JOB READINESS THROUGH SUMMER FUND AND LEARN & SERVE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $672,974 | ExpenseAmt |
| Grant | $585,832 | GrantAmt |
| Desc | COMMUNITY INVESTMENT - THROUGH ITS CITIZEN REVIEW PROCESS FUNDING IS ALLOCATED TO LOCAL HEALTH AND HUMAN SERVICE AGENCIES. THROUGH THE COMMUNITY BUILDING MINI-GRANTS PROGRAM, AWARDS SMALL GRANTS TO ALL VOLUNTEER, GRASSROOTS GROUPS. THROUGH SUMMER FUND, PROVIDES ORGANIZATIONS WITH GRANTS TO SUBSIDIZE SUMMER PROGRAMS FOR DESERVING CHILDREN, FUNDING TO CREATE EMPLOYMENT OPPORTUNITIES FOR YOUTH AND FUNDING TO EXPAND CULTURAL ENRICHMENT OPPORTUNITIES. ALL APPLICATIONS ARE REVIEWED FOR THEIR ARTICULATION OF THE IMPORTANCE OF THE CHALLENGE THEY ARE TARGETING IN THE COMMUNITY, THE APPROPRIATENESS AND CREDIBILITY OF THE PROPOSED STRATEGY TO ADDRESS THE CHALLENGE, THE CAPABILITY AND CAPACITY OF THEIR AGENCY OR GROUP TO CARRY OUT THE PROGRAM STRATEGY, AND THE MEASURABLE BENEFIT PER DOLLAR INVESTED. THROUGH SOUTH END ENGAGED, FUNDS ORGANIZATIONS THAT DEVELOP COLLABORATIVE PROGRAMS AND SERVICES TARGETING THE MOST PRESSING ISSUES IN THE SOUTH END OF NEW BEDFORD. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $802,179 | ExpenseAmt |
| Desc | NEW BEDFORD COMMUNITY CONNECTIONS COALITION- THIS PROGRAM IS FUNDED THROUGH COST-REIMBURSEMENT CONTRACTS AND AN ACCOMODATIONS RATE CONTRACT FROM THE COMMONWEALTH OF MASSACHUSETTS DEPARTMENT OF CHILDREN AND FAMILIES. THE MAIN FOCUS OF THE COALITION IS TO FACILITATE THE ORGANIZATION OF COMPREHENSIVE FAMILY SUPPORT SYSTEMS IN THE NEIGHBORHOODS OF THE CITY OF NEW BEDFORD WHILE PROMOTING A COMMUNITY CENTERED CHILD WELFARE BEST PRACTICES APPROACH. THROUGH ITS FAMILY RESOURCE AND DEVELOPMENT CENTER, DIRECT SERVICES SUCH AS CASE MANAGEMENT, FAMILY ADVOCACY, PARENT EDUCATION AND SUPPORT AND PARENT/CHILD ACTIVITIES ARE PROVIDED. ULTIMATELY, THE GOAL IS TO STRENGTHEN FAMILIES, PREVENT CHILD ABUSE & NEGLECT AND BUILD A HEALTHIER COMMUNITY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,174,692 | 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 | 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 | 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 | 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 | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 19 | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | 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 | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | 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 |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW CRONIN | PersonNm |
| Phone | 5089949625 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 128 UNION STREET SUITE 105 | AddressLine1Txt |
| City | NEW BEDFORD | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02740 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| ANN AUGER | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER CASSARA | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| PAMELA CRUZ | ||||||
| DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER DOWNING | ||||||
| DIRECTOR | 0.80 | Yes (X) | $0 | $0 | $0 | |
| KIM FERREIRA | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| DEIRDRE FOUNTAIN | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| DR ANTHONY GARRO | ||||||
| DIRECTOR | 0.60 | Yes (X) | $0 | $0 | $0 | |
| MARIA REBELO | ||||||
| DIRECTOR | 0.70 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH LOPES | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| ROBERT MANNY | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| JENNA MCDONALD | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| NANCY MCFADDEN | ||||||
| DIRECTOR | 0.10 | Yes (X) | $0 | $0 | $0 | |
| SHERRIE NOBRE | ||||||
| DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | |
| JOAN PILLING | ||||||
| DIRECTOR | 0.30 | Yes (X) | $0 | $0 | $0 | |
| WARLEY WILLIAMS | ||||||
| DIRECTOR | 0.20 | Yes (X) | $0 | $0 | $0 | |
| BETH SYLVIA CALDWELL | ||||||
| CHAIR | 0.60 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROLAND GIROUX | ||||||
| VICE CHAIR | 0.30 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| CHRISTOPHER HODGSON | ||||||
| IMMEDIATE PAST CHAIR | 0.80 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHELLE PRATT | ||||||
| TREASURER/PAST DIRECTOR | 0.40 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ROBERT PIELECH | ||||||
| CLERK/TREASURER | 0.60 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SCOTT DUBOIS | ||||||
| DIRECTOR/CLERK | 0.60 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MICHELLE N HANTMAN | ||||||
| PRESIDENT | 37.50 | $86,512 | $0 | $18,356 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $86,512 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $18,356 | 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 | $70,161 | FederatedCampaignsAmt |
| Fundraising | $72,483 | FundraisingAmt |
| Government Grants | $789,093 | GovernmentGrantsAmt |
| All Other Contributions | $1,533,332 | AllOtherContributionsAmt |
| Noncash Contributions | $416,082 | NoncashContributionsAmt |
| Total Contributions | $2,465,069 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,265 | TotalRevenueColumnAmt |
| Exclusion | $37,265 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $730,436 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $686,196 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $44,240 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,240 | TotalRevenueColumnAmt |
| Exclusion | $44,240 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $35,611 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $72,483 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $36,501 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$890 | TotalRevenueColumnAmt |
| Exclusion | -$890 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,248 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,248 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,248 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,548,932 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,248 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $80,615 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $724,497 | TotalAmt |
| Program Services | $724,497 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,766 | TotalAmt |
| Program Services | $67,060 | ProgramServicesAmt |
| Management And General | $22,353 | ManagementAndGeneralAmt |
| Fundraising | $22,353 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $535,969 | TotalAmt |
| Program Services | $455,334 | ProgramServicesAmt |
| Management And General | $16,045 | ManagementAndGeneralAmt |
| Fundraising | $64,590 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,659 | TotalAmt |
| Program Services | $10,124 | ProgramServicesAmt |
| Management And General | $635 | ManagementAndGeneralAmt |
| Fundraising | $2,900 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,824 | TotalAmt |
| Program Services | $41,277 | ProgramServicesAmt |
| Management And General | $2,448 | ManagementAndGeneralAmt |
| Fundraising | $11,099 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,045 | TotalAmt |
| Program Services | $46,787 | ProgramServicesAmt |
| Management And General | $3,028 | ManagementAndGeneralAmt |
| Fundraising | $7,230 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,300 | TotalAmt |
| Program Services | $30,000 | ProgramServicesAmt |
| Management And General | $61,300 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,743 | TotalAmt |
| Management And General | $11,743 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $152,398 | TotalAmt |
| Program Services | $143,648 | ProgramServicesAmt |
| Management And General | $2,605 | ManagementAndGeneralAmt |
| Fundraising | $6,145 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,305 | TotalAmt |
| Program Services | $25 | ProgramServicesAmt |
| Management And General | $1,131 | ManagementAndGeneralAmt |
| Fundraising | $7,149 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,008 | TotalAmt |
| Program Services | $40,110 | ProgramServicesAmt |
| Management And General | $16,462 | ManagementAndGeneralAmt |
| Fundraising | $6,436 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,079 | TotalAmt |
| Program Services | $65,318 | ProgramServicesAmt |
| Management And General | $7,461 | ManagementAndGeneralAmt |
| Fundraising | $4,300 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,235 | TotalAmt |
| Program Services | $51,900 | ProgramServicesAmt |
| Management And General | $2,973 | ManagementAndGeneralAmt |
| Fundraising | $362 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,474 | TotalAmt |
| Management And General | $9,474 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $932 | TotalAmt |
| Management And General | $932 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,528 | TotalAmt |
| Program Services | $3,646 | ProgramServicesAmt |
| Management And General | $4,573 | ManagementAndGeneralAmt |
| Fundraising | $1,309 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM SUPPORT | $466,893 | $466,393 | $500 | |
| MEETINGS & PROGRAM EVEN | $15,303 | $14,278 | $990 | $35 |
| LICENSING FEES | $11,500 | $11,500 | ||
| SPECIAL EVENTS - INDIRE | $11,415 | $11,415 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,313 | TotalAmt |
| Program Services | $2,795 | ProgramServicesAmt |
| Management And General | $6,548 | ManagementAndGeneralAmt |
| Fundraising | $2,970 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,494,186 | TotalAmt |
| Program Services | $2,174,692 | ProgramServicesAmt |
| Management And General | $171,201 | ManagementAndGeneralAmt |
| Fundraising | $148,293 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $258 | BOYAmt |
| EOY | $117 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $380,521 | BOYAmt |
| EOY | $328,415 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $502,140 | BOYAmt |
| EOY | $448,559 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $160,570 | BOYAmt |
| EOY | $141,294 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,190 | BOYAmt |
| EOY | $23,155 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $88,340 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $71,287 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $17,053 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,415,593 | BOYAmt |
| EOY | $1,684,795 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,479,272 | BOYAmt |
| EOY | $2,643,388 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,318 | BOYAmt |
| EOY | $64,010 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $863,521 | BOYAmt |
| EOY | $1,031,856 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $915,839 | BOYAmt |
| EOY | $1,095,866 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,503,590 | BOYAmt |
| EOY | $1,481,042 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,843 | BOYAmt |
| EOY | $66,480 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,563,433 | BOYAmt |
| EOY | $1,547,522 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,479,272 | BOYAmt |
| EOY | $2,643,388 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $54,746 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$56,916 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$13,741 | 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 | $2,410,241 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,266,868 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,160,985 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,187,350 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,465,069 | CurrentTaxYearAmt |
| Total | $11,490,513 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,410,241 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,266,868 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,160,985 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,187,350 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,465,069 | CurrentTaxYearAmt |
| Total | $11,490,513 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,067,060 | SubstantialContributorsTotAmt |
| Public Support Total170 | $10,423,453 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $40,363 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $35,456 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,261 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $35,546 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $37,265 | CurrentTaxYearAmt |
| Total | $191,891 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,719 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | -$19,616 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,963 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | -$2,305 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,358 | CurrentTaxYearAmt |
| Total | -$8,881 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,673,523 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $17,000 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.89290 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88180 | 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 | $1,415,593 | BeginningYearBalanceAmt |
| Contributions | $317,727 | ContributionsAmt |
| Investment Earnings Or Losses | $23,563 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $60,367 | OtherExpendituresAmt |
| Administrative Expenses | $11,721 | AdministrativeExpensesAmt |
| End Year Balance | $1,684,795 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,396,863 | BeginningYearBalanceAmt |
| Contributions | $23,207 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,477 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,415,593 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,242,940 | BeginningYearBalanceAmt |
| Contributions | $8,408 | ContributionsAmt |
| Investment Earnings Or Losses | $183,290 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $26,408 | OtherExpendituresAmt |
| Administrative Expenses | $11,367 | AdministrativeExpensesAmt |
| End Year Balance | $1,396,863 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,226,632 | BeginningYearBalanceAmt |
| Contributions | $8,341 | ContributionsAmt |
| Investment Earnings Or Losses | $128,040 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $109,532 | OtherExpendituresAmt |
| Administrative Expenses | $10,541 | AdministrativeExpensesAmt |
| End Year Balance | $1,242,940 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,024,242 | BeginningYearBalanceAmt |
| Contributions | $194,972 | ContributionsAmt |
| Investment Earnings Or Losses | $34,815 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $18,000 | OtherExpendituresAmt |
| Administrative Expenses | $9,397 | AdministrativeExpensesAmt |
| End Year Balance | $1,226,632 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $88,340 | OtherCostOrOtherBasisAmt |
| Depreciation | $71,287 | DepreciationAmt |
| Book Value | $17,053 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,053 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DONOR DESIGNATIONS PAYABLE | $38,381 |
| ALLOCATIONS PAYABLE | $993,475 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,031,856 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,496,578 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$56,916 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $20,401 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $36,501 | OtherRevenueAmt |
| Revenue Not Reported | -$14 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,496,592 | RevenueSubtotalAmt |
| Other Revenues Not Included | $52,340 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $52,340 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,548,932 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,512,489 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $20,401 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $50,242 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $70,643 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,441,846 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $52,340 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $52,340 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,494,186 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE PURPOSE OF THE INVESTMENT PORTFOLIO IS TO SOLICIT AND ACCEPT MONEY AND OTHER PROPERTY, BOTH REAL AND PERSONAL, TO ADD FINANCIAL STABILITY TO THE UNITED WAY OF GREATER NEW BEDFORD, INC. BY BROADENING ITS FUNDING BASE AND ENRICHING ITS ABILITY TO RESPOND TO CURRENT AND FUTURE NEEDS. |
| PART X, LINE 2: | THE AGENCY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. UNRELATED BUSINESS INCOME, OF WHICH THE AGENCY HAS NONE, WOULD BE SUBJECT TO FEDERAL AND STATE INCOME TAXES. CONSEQUENTLY, THE ACCOMPANYING FINANCIAL STATEMENTS DO NOT REFLECT ANY PROVISION FOR INCOME TAXES. IN ADDITION, THE AGENCY BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. THE AGENCY QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT SPECIAL EVENT EXPENSES NETTED WITH REVENUE 36,501. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | GRANTS & ALLOCATIONS DESIGNATED BY DONOR 52,340. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT SPECIAL EVENT EXPENSES NETTED WITH REVENUE 36,501. BAD DEBT EXPENSE 13,741. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS & ALLOCATIONS DESIGNATED BY DONOR 52,340. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | CLAMBAKE | Event1Nm |
| Gross Receipts Event1 | $91,829 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $61,793 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $30,036 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $160 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $3,794 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $24,424 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $600 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $450 | OtherDirectExpensesEvent1Amt |
| Event2 | AWARDS DINNER | Event2Nm |
| Gross Receipts Event2 | $12,435 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $8,625 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $3,810 | GrossRevenueEvent2Amt |
| Non Cash Prizes Event2 | $656 | NonCashPrizesEvent2Amt |
| Food And Beverage Event2 | $5,972 | FoodAndBeverageEvent2Amt |
| Gross Receipts Total | $104,264 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $70,418 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $33,846 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $816 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $3,794 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $30,396 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $600 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $450 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $36,056 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$2,210 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ADVOCACY RESOURCE CENTER OF GR NEW BEDFORD | |||||||
| 412 B COUNTY STREET | NEW BEDFORD | MA | 02740 | 042278687 | 501(C)(3) | $10,500 | PEOPLE WITH DISABILITIES |
| BOY & GIRL'S CLUB OF GREATER NEW BEDFORD | |||||||
| 166 JENNEY STREET | NEW BEDFORD | RI | 02740 | 042104752 | 501(C)(3) | $50,000 | CHILDREN AND YOUTH |
| THE FAMILY PANTRY - DAMIEN'S PLACE CORP | |||||||
| PO BOX 111 | FAIRHAVEN | MA | 02719 | 223278832 | 501(C)(3) | $20,000 | BASIC HUMAN NEEDS |
| DENNISON MEMORIAL COMMUNITY CTR INC | |||||||
| 755 SOUTH FIRST STREET | NEW BEDFORD | MA | 02740 | 042103806 | 501(C)(3) | $28,078 | CHILDREN AND YOUTH |
| IMMIGRANTS ASSISTANCE CENTER INC | |||||||
| 58 CRAPO STREET | NEW BEDFORD | MA | 02740 | 042530908 | 501(C)(3) | $14,160 | BASIC HUMAN NEEDS |
| CHILD & FAMILY SERVICES INC | |||||||
| 1061 PLEASANT STREET | NEW BEDFORD | MA | 02740 | 042104754 | 501(C)(3) | $18,000 | CHILDREN AND YOUTH |
| THE WOMEN'S CENTER | |||||||
| 405 COUNTY STREET | NEW BEDFORD | MA | 02740 | 042557022 | 501(C)(3) | $19,000 | BASIC HUMAN NEEDS |
| NORTHSTAR LEARNING CENTERS INC | |||||||
| 53 LINDEN STREET | NEW BEDFORD | MA | 02740 | 510200575 | 501(C)(3) | $25,000 | CHILDREN AND YOUTH |
| PEOPLE ACTING IN COMMUNITY ENDEAVORS INC | |||||||
| 166 WILLIAM STREET | NEW BEDFORD | MA | 02740 | 042777810 | 501(C)(3) | $6,000 | CHILDREN AND YOUTH |
| SALVATION ARMY | |||||||
| 619 PURCHASE ST | NEW BEDFORD | MA | 02740 | 135562351 | 501(C)(3) | $22,000 | BASIC HUMAN NEEDS |
| SAMARITANS OF FALL RIVER-NEW BEDFORD INC | |||||||
| 627 STATE ROAD | WESTPORT | MA | 02790 | 222474826 | 501(C)(3) | $9,000 | HEALTH |
| YMCA SOUTHCOAST INC | |||||||
| 25 SOUTH WATER STREET | NEW BEDFORD | MA | 02740 | 042104749 | 501(C)(3) | $25,000 | CHILDREN AND YOUTH |
| YWCA OF SOUTHEASTERN MA INC | |||||||
| 20 SOUTH SIXTH STREET | NEW BEDFORD | MA | 02740 | 042104747 | 501(C)(3) | $50,000 | CHILDREN AND YOUTH |
| SOUTHEASTERN MA COUNCIL ON ADDICTION | |||||||
| 100 NO FRONT ST | NEW BEDFORD | MA | 02740 | 237161463 | 501(C)(3) | $17,000 | HEALTH |
| CEREBRAL PALSY COUNCIL OF GREATER NEW BEDFORDINC | |||||||
| 1 POSA PLACE | DARTMOUTH | MA | 02747 | 042296947 | 501(C)(3) | $40,000 | PEOPLE WITH DISABILITIES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 15 | 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 | PROGRAM MANAGERS ARE RESPONSIBLE FOR ENSURING FULL PROGRAMMATIC AND FISCAL COMPLIANCE FOR ALL GRANTS RECEIVED. THEY ACCOMPLISH THIS THROUGH THE FOLLOWING: -FILES FOR EACH GRANT ARE MAINTAINED WHICH INCLUDE GRANT APPLICATION, GRANT AWARD NOTIFICATIONS, CORRESPONDENCE, REPORTS (FISCAL, PERFORMANCE, MONITORING, ETC.). -TERMS AND CONDITIONS ARE REVIEWED AND COMPLIED WITH THROUGHOUT THE FISCAL YEAR. -RECORDS ARE MAINTAINED THAT DOCUMENT GRANT EXPENDITURES. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $9,217 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | FOOD, SUPPLIES | Desc |
| Contribution | 0 | ContributionCnt |
| Noncash Contributions Rpt F990 | $406,865 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| 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 (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE ORGANIZATION HAS OUTSOURCED FINANCIAL OPERATIONS TO BOARDWALK BUSINESS GROUP. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE EXECUTIVE COMMITTEE FUNCTIONS IN PLACE OF THE BOARD OF DIRECTORS (BOD)IN BETWEEN MEETINGS IF NECESSARY. AT ITS NEXT REGULAR MEETING, THE BOD SHALL REVIEW AND RATIFY ALL ACTIONS AND DECISIONS OF THE EXECUTIVE COMMITTEE, WHICH ARE DOCUMENTED IN THE BOD MINUTES. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS PROVIDED TO THE FINANCE AND EXECUTIVE COMMITTEE AND FILED WITH THE IRS AFTER FINAL APPROVAL BY THE TREASURER OF THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL BOARD MEMBERS AND KEY EMPLOYEES ON AN ANNUAL BASIS. THE PRESIDENT MONITORS AND ENFORCES COMPLIANCE WITH THIS POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | UPON HIRE OF PRESIDENT AND OTHER KEY EMPLOYEES, THE FOLLOWING FACTORS ARE TAKEN INTO CONSIDERATION: EXPERIENCE OF CANDIDATE, SALARIES OF SIMILAR POSITIONS IN THE AREA AND UNITED WAY WORLDWIDE HUMAN CAPITAL STUDY/ STAFF SALARY REPORT WHICH DETAILS SALARIES BY UW SIZE, REGION AND POSITION. COMPENSATION IS DISCUSSED BY THE EXECUTIVE COMMITTEE OF THE BOARD AND APPROVED BY THE FINANCE COMMITTEE. SUBSEQUENTLY, THE COMPENSATION IS INCLUDED IN THE ORGANIZATION'S BUDGET WHICH IS APPROVED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE ONLINE VIA THE SECRETARY FOR THE COMMONWEALTH OF MASSACHUSETTS CORPORATE DATABASE AND UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE THROUGH WWW.GUIDESTAR.ORG AND THE COMMONWEALTH OF MASSACHUSETTS DIVISION OF PUBLIC CHARITIES, OR UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | BAD DEBT EXPENSE -13,741. |
| FORM 990, PART XI, LINE 2C | THERE HAVE BEEN NO CHANGES TO THIS POLICY IN THE CURRENT YEAR. |