2016-11-03T14:02:21-05:00 2016-06-30 041617630 MEYER REGAN & WILNER LLP 111 DURFEE STREET FALL RIVER MA 027202126 990 2015-07-01 042104264 UNITED WAY OF GREATER NEW BEDFORD INC UNIT 5089949625 128 UNION STREET SUITE 105 NEW BEDFORD MA 02740 MICHELLE N HANTMAN PRESIDENT 5089949625 2016-10-25 1 MELISSA B KENYON P01272045 5086796451 2016-10-19 2015 2017-02-10 21:41:12Z X BETH SYLVIA CALDWELL 128 UNION STREET SUITE 105 NEW BEDFORD MA 02740 3271629 0 X WWW.UNITEDWAYOFGNB.ORG X 1953 MA UNITED WAY OF GREATER NEW BEDFORD MOBILIZES PEOPLE, PARTNERSHIPS AND RESOURCES TO STRENGTHEN OUR GREATER NEW BEDFORD, MA COMMUNITY. 20 20 19 120 0 0 2187350 2465069 0 0 260411 81505 -2305 2358 2445456 2548932 750728 724497 0 0 643309 773263 0 0 148293 704006 996426 2098043 2494186 347413 54746 2479272 2643388 915839 1095866 1563433 1547522 X OUR MISSION IS TO MOBILIZE PEOPLE, PARTNERSHIPS AND RESOURCES TO STRENGTHEN OUR GREATER NEW BEDFORD, MA COMMUNITY. 0 0 699539 138665 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. 672974 585832 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. 802179 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. 2174692 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 15 0 1 19 1 0 0 0 0 0 1 1 0 0 X 20 20 0 1 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 MA X X X MATTHEW CRONIN 5089949625 128 UNION STREET SUITE 105 NEW BEDFORD MA 02740 ANN AUGER DIRECTOR 0.30 X 0 0 0 CHRISTOPHER CASSARA DIRECTOR 0.20 X 0 0 0 PAMELA CRUZ DIRECTOR 0.60 X 0 0 0 JENNIFER DOWNING DIRECTOR 0.80 X 0 0 0 KIM FERREIRA DIRECTOR 0.10 X 0 0 0 DEIRDRE FOUNTAIN DIRECTOR 0.30 X 0 0 0 DR ANTHONY GARRO DIRECTOR 0.60 X 0 0 0 MARIA REBELO DIRECTOR 0.70 X 0 0 0 JOSEPH LOPES DIRECTOR 0.40 X 0 0 0 ROBERT MANNY DIRECTOR 0.20 X 0 0 0 JENNA MCDONALD DIRECTOR 0.30 X 0 0 0 NANCY MCFADDEN DIRECTOR 0.10 X 0 0 0 SHERRIE NOBRE DIRECTOR 0.40 X 0 0 0 JOAN PILLING DIRECTOR 0.30 X 0 0 0 WARLEY WILLIAMS DIRECTOR 0.20 X 0 0 0 BETH SYLVIA CALDWELL CHAIR 0.60 X X 0 0 0 ROLAND GIROUX VICE CHAIR 0.30 X X 0 0 0 CHRISTOPHER HODGSON IMMEDIATE PAST CHAIR 0.80 X X 0 0 0 MICHELLE PRATT TREASURER/PAST DIRECTOR 0.40 X X 0 0 0 ROBERT PIELECH CLERK/TREASURER 0.60 X X 0 0 0 SCOTT DUBOIS DIRECTOR/CLERK 0.60 X X 0 0 0 MICHELLE N HANTMAN PRESIDENT 37.50 X 86512 0 18356 86512 0 18356 0 0 0 0 0 70161 72483 789093 1533332 416082 2465069 37265 37265 730436 686196 44240 44240 44240 35611 72483 36501 -890 -890 MISCELLANEOUS 900099 3248 3248 3248 2548932 3248 0 80615 724497 724497 111766 67060 22353 22353 535969 455334 16045 64590 13659 10124 635 2900 54824 41277 2448 11099 57045 46787 3028 7230 91300 30000 61300 11743 11743 152398 143648 2605 6145 8305 25 1131 7149 63008 40110 16462 6436 77079 65318 7461 4300 55235 51900 2973 362 9474 9474 932 932 9528 3646 4573 1309 PROGRAM SUPPORT 466893 466393 500 MEETINGS & PROGRAM EVEN 15303 14278 990 35 LICENSING FEES 11500 11500 SPECIAL EVENTS - INDIRE 11415 11415 12313 2795 6548 2970 2494186 2174692 171201 148293 258 117 380521 328415 502140 448559 160570 141294 20190 23155 88340 71287 0 17053 1415593 1684795 2479272 2643388 52318 64010 863521 1031856 915839 1095866 X 1503590 1481042 59843 66480 1563433 1547522 2479272 2643388 X 54746 -56916 -13741 X X 0 1 X 1 0 X 2410241 2266868 2160985 2187350 2465069 11490513 2410241 2266868 2160985 2187350 2465069 11490513 1067060 10423453 40363 35456 43261 35546 37265 191891 3719 -19616 6963 -2305 2358 -8881 11673523 17000 0.89290 0.88180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1415593 317727 23563 60367 11721 1684795 1396863 23207 -4477 1415593 1242940 8408 183290 26408 11367 1396863 1226632 8341 128040 109532 10541 1242940 1024242 194972 34815 18000 9397 1226632 1.00000 0 0 88340 71287 17053 17053 DONOR DESIGNATIONS PAYABLE 38381 ALLOCATIONS PAYABLE 993475 1031856 X 2496578 -56916 20401 36501 -14 2496592 52340 52340 2548932 2512489 20401 50242 70643 2441846 52340 52340 2494186 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. CLAMBAKE 91829 61793 30036 160 3794 24424 600 450 AWARDS DINNER 12435 8625 3810 656 5972 104264 70418 33846 816 3794 30396 600 450 36056 -2210 1 ADVOCACY RESOURCE CENTER OF GR NEW BEDFORD 412 B COUNTY STREET NEW BEDFORD MA 02740 042278687 501(C)(3) 10500 PEOPLE WITH DISABILITIES BOY & GIRL'S CLUB OF GREATER NEW BEDFORD 166 JENNEY STREET NEW BEDFORD RI 02740 042104752 501(C)(3) 50000 CHILDREN AND YOUTH THE FAMILY PANTRY - DAMIEN'S PLACE CORP PO BOX 111 FAIRHAVEN MA 02719 223278832 501(C)(3) 20000 BASIC HUMAN NEEDS DENNISON MEMORIAL COMMUNITY CTR INC 755 SOUTH FIRST STREET NEW BEDFORD MA 02740 042103806 501(C)(3) 28078 CHILDREN AND YOUTH IMMIGRANTS ASSISTANCE CENTER INC 58 CRAPO STREET NEW BEDFORD MA 02740 042530908 501(C)(3) 14160 BASIC HUMAN NEEDS CHILD & FAMILY SERVICES INC 1061 PLEASANT STREET NEW BEDFORD MA 02740 042104754 501(C)(3) 18000 CHILDREN AND YOUTH THE WOMEN'S CENTER 405 COUNTY STREET NEW BEDFORD MA 02740 042557022 501(C)(3) 19000 BASIC HUMAN NEEDS NORTHSTAR LEARNING CENTERS INC 53 LINDEN STREET NEW BEDFORD MA 02740 510200575 501(C)(3) 25000 CHILDREN AND YOUTH PEOPLE ACTING IN COMMUNITY ENDEAVORS INC 166 WILLIAM STREET NEW BEDFORD MA 02740 042777810 501(C)(3) 6000 CHILDREN AND YOUTH SALVATION ARMY 619 PURCHASE ST NEW BEDFORD MA 02740 135562351 501(C)(3) 22000 BASIC HUMAN NEEDS SAMARITANS OF FALL RIVER-NEW BEDFORD INC 627 STATE ROAD WESTPORT MA 02790 222474826 501(C)(3) 9000 HEALTH YMCA SOUTHCOAST INC 25 SOUTH WATER STREET NEW BEDFORD MA 02740 042104749 501(C)(3) 25000 CHILDREN AND YOUTH YWCA OF SOUTHEASTERN MA INC 20 SOUTH SIXTH STREET NEW BEDFORD MA 02740 042104747 501(C)(3) 50000 CHILDREN AND YOUTH SOUTHEASTERN MA COUNCIL ON ADDICTION 100 NO FRONT ST NEW BEDFORD MA 02740 237161463 501(C)(3) 17000 HEALTH CEREBRAL PALSY COUNCIL OF GREATER NEW BEDFORDINC 1 POSA PLACE DARTMOUTH MA 02747 042296947 501(C)(3) 40000 PEOPLE WITH DISABILITIES 15 0 PART I, LINE 2: 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. X 3 9217 FAIR MARKET VALUE X FOOD, SUPPLIES 0 406865 FAIR MARKET VALUE 0 0 0 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.