2016-01-15T13:48:54-06:00 2015-06-30 042571780 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2014-07-01 042104231 UNITED WAY OF TRI COUNTY INC UNIT 5088723291 46 PARK STREET FRAMINGHAM MA 01702 PAUL MINA PRESIDENT AND CPO 5088723291 2016-01-13 1 MATTHEW TROIANO CPA P01263939 5083669100 2016-01-13 2014 2016-04-25 22:37:26Z PAUL MINA 46 PARK STREET FRAMINGHAM MA 01702 8428990 0 X UWOTC.ORG X 1957 MA THE UNITED WAY OF TRI-COUNTY IS A COMMUNITY BUILDING ORGANIZATION THAT ASSESSES AND ADDRESSES DEMONSTRATED COMMUNITY NEED. WE DERIVE MOST OF OUR FINANCIAL RESOURCES FROM EMPLOYEE CAMPAIGNS CONDUCTED BY SUPPORTIVE COMPANIES THROUGHOUT THE REGION. ADDITIONAL FUNDS ARE RAISED THROUGH INDIVIDUAL AND CORPORATE GIVING. 18 18 72 2830 0 0 5348160 5833320 1724642 1971919 59930 57824 286048 273427 7418780 8136490 714080 788726 0 0 2662989 2696767 0 0 527136 4134573 4620627 7511642 8106120 -92862 30370 3813406 3666776 1877072 1713055 1936334 1953721 X TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER BY RAISING FUNDS, CONNECTING VOLUNTEERS, STRENGTHENING AGENCIES AND TEACHING SOCIAL RESPONSIBILITIES. 0 0 2173613 FOOD SECURITY: IT IS OUR MISSION TO PROVIDE HUNGER RELIEF, IMPROVE THE QUALITY OF LIFE, AND CONNECT FAMILIES AND NEIGHBORS IN NEED TO ESSENTIAL SERVICES IN OUR COMMUNITY. OUR GOAL IS TO REDUCE LEVELS OF FOOD INSECURITY, WHILE STRENGTHENING THE CONNECTIONS BETWEEN PEOPLE AND AVAILABLE RESOURCES. WITH FOOD PANTRY LOCATIONS IN FRAMINGHAM, MARLBOROUGH, AND CLINTON MASSACHUSETTS, THE UNITED WAY OF TRI-COUNTY'S FOOD SECURITY PROGRAM DISTRIBUTES OVER 1.5 MILLION POUNDS OF FOOD ANNUALLY. WE ALSO PROVIDE HOT MEALS TO NEEDY INDIVIDUALS AND FAMILIES IN FRAMINGHAM AND CLINTON. 1972806 788726 368083 THE UNITED WAY OF TRI-COUNTY IS A COMMUNITY BUILDING ORGANIZATION THAT INVESTS OUR DONORS' CONTRIBUTIONS IN PROGRAMS AND SERVICES THAT HAVE A PROVEN TRACK RECORD OF SUCCESS. OUR PRIMARY GOAL IS TO IMPROVE THEQUALITY OF LIFE FOR INDIVIDUALS AND FAMILIES BY PROVIDING THEM THE OPPORTUNITIES THEY NEED TO BECOME PRODUCTIVE, SELF-SUFFICIENT MEMBERS OF THE COMMUNITY. WE FUND COMMUNITY PARTNER AGENCIES THAT PROVIDECRITICAL PROGRAMS FOR CHILDREN, FAMILIES AND SINGLE ADULTS. ADDIONALLY WE PROVIDE DIRECT SERVICES TO THE COMMUNITY IN THE AREAS OF FOOD SECURITY, PRODUCT PHILANTHROPY, INFORMATION & REFERRAL, SUICIDE PREVENTION AND CHILDHOOD LITERACY. WE ARE A VOLUNTEER DRIVEN ORGANIZATION THAT ENGAGES THE HELP OF OVER 4000 VOLUNTEERS EACH YEAR.THE UNITED WAY OF TRI-COUNTY PROVIDES SERVICES TO THOUSANDS OF OUR NEIGHBORS AND FRIENDS IN 34 COMMUNITIES THROUGHOUT NORFOLK, MIDDLESEX, AND WORCESTER COUNTIES. 1652530 303262 PRODUCT PHILANTHROPY: OUR UNITED WAY DISTRIBUTION SERVICES PROGRAM TAKES SURPLUS GOODS, MANUFACTURER OVERSTOCK AND GENTLY USED ITEMS AND PROVIDES THEM TO NEEDY CLIENTS WHO ARE REFERRED TO US BY OUR TRUSTED COMMUNITY PARTNERS. 1393578 1394448 CALL CENTER: WE OPERATE MASS211, A STATE WIDE HOT LINE THAT PROVIDES FREE INFORMATION & REFERRAL SERVICES FOR THE CITIZENS OF THE COMMONWEALTH 24/7 365 DAYS A YEAR. MASS211 IS FOR NON-LIFE THREATENING CALLS. WE ARE THE OFFICIAL HOT LINE FOR THE MASSACHUSETTS EMERGENCY MANAGEMENT AGENCY, THE EXECUTIVE OFFICE FOR EARLY EDUCATION AND CARE, CHILDREN REQUIRING ASSISTANCE (CRA) AND THE MASSACHUSETTS RUNAWAY ASSISTANCE PROGRAM.THROUGH OUR CALL2TALK MENTAL HEALTH/SUICIDE PREVENTION LINE PEOPLE WHO ARE DEPRESSED AND OR DESPONDENT CAN SPEAK TO A FRIENDLY HIGHLY TRAINED LISTENER SO THEY CAN TALK OUT THIR STRESS AND ANXIETIES. THIS IS A FREE SERVICE. CALL2TALK IS PART OF THE NATIONAL LIFELINE SUICIDE PREVENTION NETWORK. 1393578 1394448 7192527 1 1 0 0 0 0 0 0 1 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 7 0 72 1 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X MOE EDWARDS 5088723291 46 PARK STREET FRAMINGHAM MA 01702 ROBERT LAMPREY BOARD MEMBER 0.30 X 0 0 0 ANN E GERKEN BOARD MEMBER 0.30 X 0 0 0 DR SUSANNE CONLEY PAST CHAIRPERSON 0.30 X 0 0 0 KEN FERGUSON BOARD MEMBER 0.30 X 0 0 0 SUSAN MATKOVICH BOARD MEMBER 0.30 X 0 0 0 REV DR J ANTHONY LLOYD BOARD MEMBER 0.30 X 0 0 0 BETHANY DUMAS VICE CHAIR FOR COMMUNITY I 0.30 X X 0 0 0 MICHAEL TENAGLIA CHAIRPERSON 0.30 X X 0 0 0 JACK CAULFIELD BOARD MEMBER 0.30 X 0 0 0 JOHN GAGNE BOARD MEMBER 0.30 X 0 0 0 AMY KATSIS BOARD MEMBER 0.30 X 0 0 0 GERARD T LEONE JR BOARD MEMBER 0.30 X 0 0 0 MARK O'CONNELL TREASURER 0.30 X X 0 0 0 JOHN STRICKLAND VICE CHAIR 0.30 X X 0 0 0 ARIEL SULLIVAN BOARD MEMBER 0.30 X 0 0 0 BROOKE JAMES BOARD MEMBER 0.30 X 0 0 0 KEVIN FOLEY BOARD MEMBER 0.30 X 0 0 0 GERALD GAW BOARD MEMBER 0.30 X 0 0 0 PAUL MINA PRESIDENT, CPO AND CLERK 40.00 X 241832 0 51548 MOE EDWARDS CFO 40.00 X 120280 0 27885 JENNIFER A MASEDA SENIOR VICE PRESIDENT 40.00 X 167769 0 18541 GARY LEVER VICE PRESIDENT 40.00 X 109673 0 17993 639554 0 115967 4 0 1 0 0 1025 2774 5829521 2736019 5833320 MANAGEMENT FEES 900099 1394448 1394448 PORTAGE FEES 900099 303262 303262 SERVICE FEES 900099 274209 274209 1971919 5846 5846 67593 15615 51978 51978 51978 456438 2774 276885 179553 179553 MISCELLANEOUS 900099 93874 93874 93874 8136490 2065793 0 237377 788726 788726 636574 431686 83240 121648 1624994 1427049 25783 172162 74501 59828 1691 12982 140478 113824 9927 16727 220220 187698 9410 23112 16429 16429 56242 16653 39589 5686 5686 1125 1125 2983 1357 1626 248031 180808 54401 12822 421408 362440 17302 41666 54186 38367 11513 4306 13741 6908 5217 1616 27497 8607 17536 1354 37749 37749 110663 91466 18537 660 39335 31230 6890 1215 GOODS DONATED TO THE CO 1384767 1384767 FOOD 1259932 1258373 1330 229 PROVISION FOR UNCOLLECT 440023 440023 COMPUTER HOSTING FEES 186638 164711 11226 10701 314192 196881 11375 105936 8106120 7192527 386457 527136 60780 66845 100313 121860 2117509 2095947 214226 153126 37515 31694 45674 2102 1286785 835954 482181 450831 621630 617664 133578 126707 3813406 3666776 223919 220896 1023770 957407 32951 8161 483838 402473 112594 124118 1877072 1713055 X 1458807 1489543 362189 348840 115338 115338 1936334 1953721 3813406 3666776 X 30370 -44596 31613 X X 0 1 X 1 0 X 5641171 6127157 5783144 5348160 5833320 28732952 1315567 1233356 1604622 1724642 1971919 7850106 6956738 7360513 7387766 7072802 7805239 36583058 0 0 0 36583058 13092 15598 15575 8484 5846 58595 13092 15598 15575 8484 5846 58595 21139 28403 97981 115269 93874 356666 6990969 7404514 7501322 7196555 7904959 36998319 0.98880 0.98880 0.00160 0.00170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 139914 1708 7648 133974 127861 20040 7987 139914 121379 13781 7299 127861 136297 -7986 6932 121379 122250 21830 7783 136297 0.86090 0.13910 0 0 385425 163403 222022 681240 555515 125725 220120 117036 103084 450831 CAPITAL LEASE OBLIGATION 124118 124118 X 6724630 -44596 150000 313212 418616 6306014 5686 1824790 1830476 8136490 6707243 150000 4714 276885 431599 6275644 5686 1824790 1830476 8106120 PART IV, LINE 2B: THE ORGANIZATION ACTS AS A FISCAL AGENT FOR ONE LOCAL ASSOCIATION. AS THE ASSOCIATION'S FISCAL AGENT, THE ORGANIZATION RECEIVES AND DISBURSES FUNDS ON BEHALF OF THE ASSOCIATION. SINCE THE REVENUES AND EXPENSES ASSOCIATED WITH THIS ASSOCIATION ARE NOT PART OF THE ORGANIZATION'S OPERATIONS, THEY ARE EXCLUDED FROM REVENUES AND EXPENSES. PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAINTY IN INCOME TAXES IN ACCORDANCE WITH ASC TOPIC, INCOME TAXES. THIS STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT REGARDING A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS WHICH QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS AT JUNE 30, 2015. THE ORGANIZATION'S INFORMATION RETURNS ARE SUBJECT TO EXAMINATION BY THE FEDERAL AND STATE JURISDICTIONS AND GENERALLY REMAIN OPEN FOR THE MOST RECENT THREE YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE - 276,885 GAIN ON TERMINATION OF CAPITAL LEASE - 12,403 CHANGE IN VALUE OF CHARITABLE LEAD TRUST - 23,924 PART XI, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES - 440,023 COST OF GOODS DONATED TO THE COMMUNITY - 1,384,767 PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE - 276,885 PART XII, LINE 4B - OTHER ADJUSTMENTS: PROVISION FOR UNCOLLECTIBLE PLEDGES - 440,023 COST OF GOODS DONATED TO THE COMMUNITY - 1,384,767 GOLF TOURNAMENT 58019 2774 55245 9090 23283 2774 ROSES 136880 136880 65726 68552 6 264313 264313 28855 78605 459212 2774 456438 9090 117864 149931 276885 179553 1 UNITED WAY OF METROPOLITAN ATLANTA 100 EDGEWOOD AVE NE ATLANTA GA 30303 580566194 22497 GENERAL OPERATIONS UNITED WAY MA BAY&MERRIMACK VALLEY 51 SLEEER STREET BOSTON MA 02210 042382233 74793 GENERAL OPERATIONS UNITED WAY GREATER ST LOUIS INC 910 NORTH 11TH STREET SAINT LOUIS MO 63101 430714167 7923 GENERAL OPERATIONS UNITED WAY OF THE GREATER TRIANGLE 2400 PERIMETER PARK DRIVE STE 150 MORRISVILLE NC 27560 561949103 8388 GENERAL OPERATIONS UNITED WAY OF RHODE ISLAND 50 VALLEY STREET PROVIDENCE RI 02909 050276059 8683 GENERAL OPERATIONS ALZHEIMER'S DISEASE & RELATED DISORDERS 225 N MICHIGAN AVE FLOOR 17 CHICAGO IL 60601 133039601 55632 GENERAL OPERATIONS AMERICAN HEART ASSOC-TX 7272 GREENVILLE DALLAS TX 75231 135613797 6107 GENERAL OPERATIONS AMERICAN RED CROSS DISASTER RELIEF FUND PO BOX 37243 WASHINGTON DC 20013 530196605 75602 GENERAL OPERATIONS COMMUNITY HEALTH CHARITIES OF AMERICA 1240 N PITT ST ALEXANDRIA VA 22314 133349872 19518 GENERAL OPERATIONS FONDOS UNIDOS DE PUERTO RICO PO BOX 191914 SAN JUAN PR 009191914 660269222 19841 GENERAL OPERATIONS GRACE BAPTIST CHURCH 353 RIVER ROAD HUDSON MA 01749 045681152 11208 GENERAL OPERATIONS HOLY TRINITY ORTHODOX CATHEDRAL - MA 165 PARK DRIVE BOSTON MA 02215 046053825 10000 GENERAL OPERATIONS NATIONAL DOMESTIC VIOLENCE HOTLINE PO BOX 161810 AUSTIN TX 78716 751658287 22758 GENERAL OPERATIONS UNITED WAY OF GREATER LOS ANGELES 1150 S OLIVE ST SUITE T500 LOS ANGELES CA 90015 952274801 15735 GENERAL OPERATIONS UNITED WAY OF SOUTHWEST INDIANA 501 NW 4TH ST EVANSVILLE IN 47708 350868069 13489 GENERAL OPERATIONS CATHOLIC SCHOOL FUND-IN CTY SCH FUND 67 BATTERYMARCH STREET 6TH FLOOR BOSTON MA 02110 222485502 20000 GENERAL OPERATIONS THE BOSTON PROJECT MINISTRIES 15 ELMHURST ST DORCHESTER MA 02124 043395307 15000 GENERAL OPERATIONS UNITED WAY FOR SOUTHEASTERN MICHIGAN 660 WOODWARD AVE 300 DETROIT MI 48226 203099071 14455 GENERAL OPERATIONS UNITED WAY OF CENTRAL INDIANA 3901 N MERIDIAN STREET INDIANAPOLIS IN 462080409 351007590 28605 GENERAL OPERATIONS VALLEY OF THE SUN UNITED WAY 3200 E CAMELBACK RD 375 PHOENIX AZ 85018 860104419 10243 GENERAL OPERATIONS BOYS AND GIRLS CLUB MW 169 PLEASANT STREET MARLBOROUGH MA 01752 042387225 120250 GENERAL OPERATIONS BOYS AND GIRLS CLUB ASSABET VALLEY 212 GREAT ROAD MAYNARD MA 01754 043143185 5000 GENERAL OPERATIONS MASS 211 INC 46 PARK STREET FRAMINGHAM MA 01702 043514643 21874 GENERAL OPERATIONS MILFORD YOUTH CENTER TOWN OF MILFORD 52 MAIN STREET MILFORD MA 01757 046001224 5000 GENERAL OPERATIONS SMOC 300 HOWARD STREET FRAMINGHAM MA 01702 042389659 166125 GENERAL OPERATIONS CHAPS 78 MAIN STREET HUDSON MA 01749 042104826 5000 GENERAL OPERATIONS YWCA CENTRAL MASS ONE SALEM SQUARE WORCESTER MA 01608 042105873 5000 GENERAL OPERATIONS 27 PART I, LINE 2: DESIGNATIONS - UNITED WAY OF TRI-COUNTY DOES NOT MONITOR THE USE OF DESIGNATIONS. THE ORGANIZATION HONORS A DONOR'S WISH TO GIVE THEIR MONEY TO A CERTAIN 501(C)(3) ORGANIZATION AND DOES NOT HAVE THE AUTHORITY TO FOLLOW UP. ALLOCATIONS - THESE ARE COMMUNITY CARE DOLLARS DISBURSED BASED ON A CITIZEN'S REVIEW PROCESS. THE PARTNER AGENCIES ARE TO FOLLOW A MEMORANDUM OF UNDERSTANDING TO USE THE FUNDS SPECIFIED. THEY ARE GIVING AN AWARD LETTER THAT OUTLINES HOW THE MONEY IS TO BE USED. UNITED WAY OF TRI COUNTY RESERVES THE RIGHT FOR SITE VISITS AND REQUESTS SUCCESS STORIES. THE UNITED WAY RESERVES THE RIGHT TO EXERCISE VARIANCE AUTHORITY OVER ALL GIFTS AND GRANTS. X X 0 0 0 0 0 0 0 0 0 PAUL MINA PRESIDENT, CPO AND CLERK 241832 0 0 0 0 0 22100 0 29448 0 293380 0 0 0 JENNIFER A MASEDA SENIOR VICE PRESIDENT 167769 0 0 0 0 0 16086 0 2455 0 186310 0 0 0 FORM 990, PART VII, SECTION A, LINE 5 PAUL MINA SERVES AS THE PRESIDENT AND CPO OF THE UNITED WAY OF TRI-COUNTY AND THE EXECUTIVE DIRECTOR OF MASS211. HIS 2014 COMPENSATION IS $202,832 FOR BEING THE PRESIDENT AND CPO OF THE UNITED WAY OF TRI-COUNTY AND $39,000 FOR RUNNING MASS211 AS ITS EXECUTIVE DIRECTOR. HIS 2014 BENEFITS ARE $51,548. HIS 2014 TOTAL COMPENSATION INCLUDING BENEFITS IS $293,380. PAUL MINA MANAGEMENT SERVICES AGREEMENT BETWEEN UWTC AND MASS211, INC. 1394448 MASS211, INC. PAYS UWTC A MANAGEMENT FEE TO PROVIDE OPERATIONAL AND MANAGEMENT SERVICES. THE AMOUNT SHOWN IN SCHEDULE L, PART IV, COLUMN (C) OF $1,394,448 REPRESENTS THE TOTAL MANAGEMENT FEE PAID TO UWTC BY MASS211, INC. DURING THE FISCAL YEAR ENDED JUNE 30, 2015. AS PART OF THIS AGREEMENT, PAUL MINA SERVES AS THE EXECUTIVE DIRECTOR OF MASS211, INC. (IN ADDITION TO HIS POSITION AS PRESIDENT/CPO OF UWTC). HIS COMBINED SALARY AND BENEFIT AMOUNTS ARE REPORTED IN SCHEDULE J, PART III OF FORM 990. 0 TIMOTHY FAHEY ADVISORY BOARD MEMBER AND SENIOR VICE PRESIDENT AT BANK UNITED WAY HOLDS 2 SAVINGS ACCOUNTS AT BANK AS WELL AS A NOTE PAYABLE. 0 ROBERT LAMPREY BOARD MEMBER AND PRESIDENT AT BANK UNITED WAY HOLDS A CHECKING ACCOUNT AT BANK. 0 MICHAEL TENAGLIA CHAIRPERSON AND SENIOR VICE PRESIDENT AT BANK UNITED WAY HOLDS 3 BANK ACCOUNTS AT BANK AS WELL AS A NOTE PAYABLE. 0 MARK O'CONNELL TREASURER AND PRESIDENT AT BANK UNITED WAY HOLDS A SAVINGS ACCOUNT AT BANK. 0 X 2 1214661 FAIR VALUE X OFFICE FURNITURE AND OTHER 25 1378946 FAIR VALUE X TOYS 556 142412 FAIR VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S FINANCE COMMITTEE AND BOARD OF DIRECTORS FOR APPROVAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS INCLUDED WITHIN THE EMPLOYEE HANDBOOK, WHICH IS SIGNED BY ALL EMPLOYEES WHEN THEY ARE HIRED. THE ORGANIZATION MONITORS AND ENSURES IT IS IN COMPLIANCE AS SITUATIONS ARISE. ALL BOARD MEMBERS SIGN A RELATED PARTY QUESTIONNAIRE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE DETERMINES THE COMPENSATION. THE PRESIDENT HAS BEEN ON A CONTRACT FOR THE PAST FIVE YEARS AND WILL CONTINUE FOR ANOTHER TWO AT NO INCREASE AS APPROVED. A NEW THREE YEAR CONTRACT WAS APPROVED EFFECTIVE 7/1/2015. HE WAS GIVEN A VERBAL REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF CHARITABLE LEAD TRUST 23,924. GAIN ON TERMINATION OF CAPITAL LEASE 12,403. LOSS ON IMPAIRMENT -4,714. FORM 990, PART XII, LINE 2C THE ORGANIZATION'S OVERSIGHT PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.