COMMUNITY UNITED WAY OF PIONEER VALLEY INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- COMMUNITY UNITED WAY OF PIONEER VALLEY INC (EIN 04-2152680)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-02-04
- IRS object ID
- 201440359349300319
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2014-02-04T12:20:14-06:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042713795 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEYERS BROTHERS KALICKA PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 WHITNEY AVE SUITE 800 | AddressLine1 |
| City | HOLYOKE | City |
| State | MA | State |
| ZIP Code | 01040 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042152680 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF PIONEER VALLEY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 4137372691 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1441 MAIN STREET SUITE 147 | AddressLine1 |
| City | SPRINGFIELD | City |
| State | MA | State |
| ZIP Code | 01103 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN SMITH | Name |
| Title | TREASURER | Title |
| Phone | 4137372691 | Phone |
| Date Signed | 2014-01-22 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RUDY M D'AGOSTINO | Name |
| PTIN | P00962620 | PTIN |
| Phone | 4135368510 | Phone |
| Date Prepared | 2014-01-22 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BRIAN SMITH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1441 MAIN STREET SUITE 147 | AddressLine1 |
| City | SPRINGFIELD | City |
| State | MA | State |
| ZIP Code | 01103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 5217966 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UWPV.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1950 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | MOBILIZE PEOPLE AND RESOURCES TO STRENGTHEN COMMUNITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 29 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 29 | NbrIndependentVotingMembers |
| Total Nbr Employees | 24 | TotalNbrEmployees |
| Total Nbr Volunteers | 1683 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 4510493 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 4228508 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 414906 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 410263 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 69047 | InvestmentIncomePriorYear |
| Investment Income Current Year | 147588 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 111634 | OtherRevenuePriorYear |
| Other Revenue Current Year | 142509 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 5106080 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4928868 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3151263 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 2221366 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1355497 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1397722 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 452369 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 889580 | OtherExpensePriorYear |
| Other Expenses Current Year | 1157749 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 5396340 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4776837 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -290260 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 152031 | RevenuesLessExpensesCY |
| Total Assets BOY | 7589222 | TotalAssetsBOY |
| Total Assets EOY | 8072687 | TotalAssetsEOY |
| Total Liabilities BOY | 503822 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 826116 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7085400 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7246571 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE UNITED WAY OF PIONEER VALLEY MOBILIZES PEOPLE AND RESOURCES TO STRENGTHEN OUR COMMUNITIES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3355690 | Expense |
| Grants | 2221366 | Grants |
| Revenue | 243959 | Revenue |
| Description | FUNDS DISBURSED TO 501(C)(3) ORGANIZATIONS FOR COMMUNITY SERVICES AND INITIATIVES. ESTIMATED NUMBER OF PEOPLE SERVED IN THE COMMUNITY IS 175,000. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 54817 | Expense |
| Revenue | 75050 | Revenue |
| Description | REGIONAL ANTIRACISM - A COMMUNITY INITIATIVE DEVELOPED TO ACKNOWLEDGE AND REVERSE THE IMPACT OF RACISM IN OUR COMMUNITY. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 91559 | Expense |
| Revenue | 50000 | Revenue |
| Description | HOLYOKE EARLY LEARNING PROGRAM - A UNITED WAY SPONSORED INITIATIVE IN COLLABORATION WITH HOLYOKE PUBLIC SCHOOL'S FOCUSED ON ESTABLISHING A CITY-WIDE UNDERSTANDING OF THE IMPORTANCE OF LITERACY AND A COMMITMENT TO ENSURE ALL CHILDREN HAVE THIS CRITICAL FOUNDATIONAL SKILL. PROGRAM GOAL IS THAT 85% OF HOLYOKE PUBLIC SCHOOL THIRD GRADERS WILL BE READING AT GRADE PROFICIENT LEVEL BY 2014. | Description |
Activity Other ActivityOther (4 entries)
| ExpenseExpense | RevenueRevenue | DescriptionDescription |
|---|---|---|
| 37646 | 0 | "STAY IN SCHOOL" CAMPAIGN: THE SPRINGFIELD COLLABORATION FOR CHANGE (SCC) IS A FIVE-YEAR INITIATIVE FOCUSED ON RAISING THE ACADEMIC ACHIEVEMENT OF SPRINGFIELD PUBLIC SCHOOL STUDENTS THROUGH THE DEVELOPMENT OF A COLLABORATIVE AND INTEGRATED SYSTEM OF SUPPORT. IT IS A UNIQUE PARTNERSHIP BETWEEN THE SPRINGFIELD PUBLIC SCHOOLS, THE SPRINGFIELD EDUCATION ASSOCIATION, COMMUNITY-BASED ORGANIZATIONS, AND PARENTS - ALL FOCUSED ON CHANGING THE WAY STUDENT LEARNING IS APPROACHED AND SUPPORTED. |
| 58124 | 41254 | THE WESTERN MASS. NETWORK TO END HOMELESSNESS (WMNEH) IS A COLLABORATION THAT INCLUDES DOZENS OF SERVICE PROVIDERS, MUNICIPALITIES AND STATE AGENCIES IN THE FOUR COUNTIES OF WESTERN MASSACHUSETTS - HAMPDEN, HAMPSHIRE, FRANKLIN AND BERKSHIRE COUNTIES. THE NETWORK SEEKS TO MAXIMIZE COLLABORATION, RESOURCES AND BEST PRACTICES IN SERVING THE NEEDS OF PEOPLE WHO ARE HOMELESS. HOUSING FIRST FORMS THE BASIS FOR THE NEW APPROACH TO SOLVING HOMELESSNESS AND THE NETWORK IS SPEARHEADING ITS IMPLEMENTATION ACROSS THE REGION. THIS APPROACH SEEKS TO PRESERVE OR PROVIDE HOUSING FIRST, WITH THE APPROPRIATE SUPPORT SERVICES TO GO WITH IT, IN ORDER TO EFFECTIVELY REDUCE HOMELESSNESS. THE HOUSING FIRST APPROACH HAS A PROVEN TRACK RECORD OF SUCCESS ACROSS THE COUNTRY, INCLUDING RIGHT HERE IN WESTERN MASSACHUSETTS. UWPV PROVIDES FINANCIAL SUPPORT FOR THE NETWORK, IS ITS FISCAL SPONSOR, AND SERVES ON THE NETWORKS LEADERSHIP COUNCIL |
| 90521 | MASS 2-1-1 IS A 24-HOUR ACCESSIBLE PHONE AND WEB-BASED REFERRAL SERVICE THAT LINKS PEOPLE IN NEED OF ASSISTANCE TO RESOURCES THAT CAN PROVIDE HELP. 2-1-1 CONNECTS PEOPLE TO IMPORTANT COMMUNITY SERVICES SUCH AS FOOD, CLOTHING, SHELTER ASSISTANCE, COUNSELING, CHILD CARE INFORMATION, LEGAL AND FINANCIAL SERVICES. UWPV IS A SIGNIFICANT UNDERWRITER/FUNDER OF MASS 2-1-1, SERVES ON ITS BOARD OF DIRECTORS, AND IS ACTIVELY ENGAGED IN STRENGTHENING THIS VITAL SERVICE TO LOCAL RESIDENTS AND AGENCIES IN THE REGION | |
| 26731 | LITERACY TRUST: TARGET FUNDING FOR COMMUNITY IMPACT INITIATIVES AND PROGRAMS THAT ARE SPECIFIC TO IMPROVING FAMILY AND INDIVIDUAL FINANCIAL STABILITY IN OUR LOCAL COMMUNITIES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 213022 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 41254 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 3715088 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 32 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 24 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 29 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 29 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RAYMOND BERRY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4136930231 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1441 MAIN STREET | AddressLine1 |
| City | SPRINGFIELD | City |
| State | MA | State |
| ZIP Code | 011081023 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (32 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| JEFFREY FIALKY | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| CAROL KATZ | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| BRIAN SMITH | |||||||
| TREASURER | 2.00 | X | 0 | 0 | 0 | X | |
| MANUEL ANDRADE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| MAURA GEARY | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DEBORAH BUCKLEY | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DR CALVIN J MCFADDEN SR | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| NICHOLAS FYNTRILAKIS | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| KATHRYN DUBE | |||||||
| CHAIR | 2.00 | X | 0 | 0 | 0 | X | |
| LOUIS ABBATE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| HELEN CAULTON-HARRIS | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| KEVIN MAYNARD | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| THOMAS CREED | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| ALPHONSE MORASSI JR | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JAY PRIMACK | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JEAN JACKSON | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| RUSSELL DENVER | |||||||
| CLERK | 2.00 | X | 0 | 0 | 0 | X | |
| SCOTT SADOWSKY | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DR WILLIAM MESSNER | |||||||
| VICE CHAIR | 2.00 | X | 0 | 0 | 0 | X | |
| ARLENE PUTNAM | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JOAN KAGAN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| MATTHEW HAAS | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| JAMES W TROMPKE | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| MICHAEL WEEKES | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| BENNETT MARKENS | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| SCOTT GRODSKY | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| STEVEN LOWELL | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DIANA VELEZ HARRIS | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| MATTHEW GEFFIN | |||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||
| DORA ROBINSON | |||||||
| PRESIDENT & CEO | 35.00 | 140591 | 0 | 11141 | X | ||
| RAYMOND BERRY | |||||||
| SR VP FINANCE | 35.00 | 96381 | 0 | 8524 | X | ||
| SYLVIA DEHAAS-PHILLIPS | |||||||
| SR VP COMMUNITY IMPACT | 35.00 | 102483 | 0 | 8954 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 339455 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 28619 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 4228508 | AllOtherContributions |
| Total Contributions | 4228508 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| ADMINISTRATIVE FEES | 900099 | 243959 | 243959 |
| ANTI-RACISM WORK GROUP | 900099 | 75050 | 75050 |
| HOLYOKE INITIATIVE | 900099 | 50000 | 50000 |
| WESTERN MA NETWORK TO | 900099 | 41254 | 41254 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 410263 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 88706 | TotalRevenueColumn |
| Exclusion | $88,706 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 270357 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 211475 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 58882 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 58882 | TotalRevenueColumn |
| Exclusion | $58,882 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 220132 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 77623 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 142509 | TotalRevenueColumn |
| Exclusion | $142,509 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4928868 | TotalRevenueColumn |
| Related Or Exempt Function Income | 410263 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $290,097 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2221366 | Total |
| Program Services | 2221366 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 268997 | Total |
| Management And General | 268997 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 889077 | Total |
| Program Services | 583804 | ProgramServices |
| Management And General | 51401 | ManagementAndGeneral |
| Fundraising | 253872 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62562 | Total |
| Program Services | 40866 | ProgramServices |
| Management And General | 3925 | ManagementAndGeneral |
| Fundraising | 17771 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 61098 | Total |
| Program Services | 15247 | ProgramServices |
| Management And General | 26903 | ManagementAndGeneral |
| Fundraising | 18948 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115988 | Total |
| Program Services | 56391 | ProgramServices |
| Management And General | 30384 | ManagementAndGeneral |
| Fundraising | 29213 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5553 | Total |
| Management And General | 5553 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33900 | Total |
| Management And General | 33900 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12118 | Total |
| Management And General | 12118 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 373067 | Total |
| Program Services | 333723 | ProgramServices |
| Management And General | 24573 | ManagementAndGeneral |
| Fundraising | 14771 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 157299 | Total |
| Program Services | 116083 | ProgramServices |
| Management And General | 15080 | ManagementAndGeneral |
| Fundraising | 26136 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71440 | Total |
| Program Services | 31934 | ProgramServices |
| Management And General | 22594 | ManagementAndGeneral |
| Fundraising | 16912 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 131880 | Total |
| Program Services | 111141 | ProgramServices |
| Management And General | 15627 | ManagementAndGeneral |
| Fundraising | 5112 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9577 | Total |
| Program Services | 3964 | ProgramServices |
| Management And General | 1771 | ManagementAndGeneral |
| Fundraising | 3842 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 65633 | Total |
| Program Services | 19958 | ProgramServices |
| Management And General | 30400 | ManagementAndGeneral |
| Fundraising | 15275 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63232 | Total |
| Program Services | 15019 | ProgramServices |
| Management And General | 28081 | ManagementAndGeneral |
| Fundraising | 20132 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70306 | Total |
| Program Services | 49780 | ProgramServices |
| Management And General | 11595 | ManagementAndGeneral |
| Fundraising | 8931 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16456 | Total |
| Program Services | 3982 | ProgramServices |
| Management And General | 7337 | ManagementAndGeneral |
| Fundraising | 5137 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MA 211 FEES | 90521 | 90521 | ||
| MISCELLANEOUS | 25678 | 9613 | 6110 | 9955 |
| EQUIPMENT REPAIR & MAIN | 25043 | 10260 | 10346 | 4437 |
| MEMBERSHIP FEES & DUES | 6046 | 1436 | 2685 | 1925 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4776837 | Total |
| Program Services | 3715088 | ProgramServices |
| Management And General | 609380 | ManagementAndGeneral |
| Fundraising | 452369 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 580 | BOY |
| EOY | 580 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2445589 | BOY |
| EOY | 2644816 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1028353 | BOY |
| EOY | 1114862 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34851 | BOY |
| EOY | 13523 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 47334 | BOY |
| EOY | 30453 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 936344 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 542604 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 450546 | BOY |
| EOY | 393740 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2017865 | BOY |
| EOY | 2478726 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 372802 | BOY |
| EOY | 150246 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1191302 | BOY |
| EOY | 1245741 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7589222 | BOY |
| EOY | 8072687 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 96350 | BOY |
| EOY | 148986 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110295 | BOY |
| EOY | 182673 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37678 | BOY |
| EOY | 8178 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 223542 | BOY |
| EOY | 450474 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35957 | BOY |
| EOY | 35805 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 503822 | BOY |
| EOY | 826116 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4642058 | BOY |
| EOY | 4514447 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1171126 | BOY |
| EOY | 1405469 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1272216 | BOY |
| EOY | 1326655 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7085400 | BOY |
| EOY | 7246571 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7589222 | BOY |
| EOY | 8072687 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 152031 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 110628 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -101488 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4416168 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4395798 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4273914 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4236894 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4072581 | CurrentTaxYear |
| Total | 21395355 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4416168 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4395798 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4273914 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4236894 | CurrentTaxYearMinus1Year |
| Current Tax Year | 4072581 | CurrentTaxYear |
| Total | 21395355 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 4698544 | AmountsSubstContributorsTotal |
| Public Support Total170 | 16696811 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 109211 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 75213 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 68996 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 67008 | CurrentTaxYearMinus1Year |
| Current Tax Year | 88500 | CurrentTaxYear |
| Total | 408928 | Total |
Net UBI NetUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 150491 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 117645 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 99980 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 111634 | CurrentTaxYearMinus1Year |
| Current Tax Year | 177373 | CurrentTaxYear |
| Total | 657123 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 22461406 | TotalSupport |
| Gross Receipts From Admissions Etc | 2109390 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.74340 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.74070 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
| Explanation In Part XIII | X | ExplanationInPartXIII |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3580184 | BeginningOfYearBalance |
| Contributions | 873 | Contributions |
| Investment Earnings Or Losses | 304035 | InvestmentEarningsOrLosses |
| Administrative Expenses | 12164 | AdministrativeExpenses |
| End Of Year Balance | 3872928 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3756206 | BeginningOfYearBalance |
| Contributions | 1225 | Contributions |
| Investment Earnings Or Losses | -117778 | InvestmentEarningsOrLosses |
| Other Expenditures | 50210 | OtherExpenditures |
| Administrative Expenses | 9259 | AdministrativeExpenses |
| End Of Year Balance | 3580184 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3198893 | BeginningOfYearBalance |
| Contributions | 999 | Contributions |
| Investment Earnings Or Losses | 567858 | InvestmentEarningsOrLosses |
| Administrative Expenses | 11544 | AdministrativeExpenses |
| End Of Year Balance | 3756206 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2888194 | BeginningOfYearBalance |
| Contributions | 65284 | Contributions |
| Investment Earnings Or Losses | 284387 | InvestmentEarningsOrLosses |
| Other Expenditures | 26641 | OtherExpenditures |
| Administrative Expenses | 12331 | AdministrativeExpenses |
| End Of Year Balance | 3198893 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3488330 | BeginningOfYearBalance |
| Contributions | 12026 | Contributions |
| Investment Earnings Or Losses | -603928 | InvestmentEarningsOrLosses |
| Administrative Expenses | 8234 | AdministrativeExpenses |
| End Of Year Balance | 2888194 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.63580 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.34250 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.02170 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 7740 | OtherCostOrOtherBasis |
| Book Value | 7740 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 427144 | OtherCostOrOtherBasis |
| Depreciation | 278887 | Depreciation |
| Book Value | 148257 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 147193 | OtherCostOrOtherBasis |
| Depreciation | 20474 | Depreciation |
| Book Value | 126719 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 354267 | OtherCostOrOtherBasis |
| Depreciation | 243243 | Depreciation |
| Book Value | 111024 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 393740 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| INTEREST AND DIVIDENDS RECEIVABLE | 1785 |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | 1243956 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1245741 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACCRUED VACATION | $35,775 |
| ACCRUED OTHER | $30 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 35805 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 5242326 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 110628 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 126695 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | 232062 | OtherRevenues |
| Revenue Not Rptd F990 | 469385 | RevenueNotRptdF990 |
| Revenue Subtotal | 4772941 | RevenueSubtotal |
| Other Revenues Not Included | 155927 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 155927 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 4928868 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5081155 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 126695 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 177623 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 304318 | ExpensesNotRptdF990 |
| Expenses Subtotal | 4776837 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 4776837 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART IV, LINE 2B: | THE UNITED WAY RECEIVES FUNDS THAT ARE SPECIFICALLY DESIGNATED BY DONORS TO GO TO OTHER ORGANIZATIONS. THESE FUNDS, LESS AN ADMINISTRATIVE FEE, ARE NOT RECORDED AS REVENUE BY THE UNITED WAY BUT RATHER AS A LIABILITY. | |
| PART X, LINE 2: | A TAX POSITION IS DEEMED TO INCLUDE SUCH THINGS AS THE ORGANIZATIONS TAX EXEMPT STATUS, UNRELATED BUSINESS INCOME AND THE METHODOLOGIES FOR ALLOCATING EXPENSES TO UNRELATED BUSINESS INCOME STREAMS. MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION. THE UNITED WAY'S TAX RETURNS ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR ALL YEARS ENDING ON OR AFTER JUNE 30, 2010. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| SPECIAL EVENT EXPENSES NET AGAINST INCOME 77,623. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 54,439. INTERFUND TRANSFER 100,000. | PART XI, LINE 2D - OTHER ADJUSTMENTS: | |
| NET LOSSES FROM UNCOLLECTIBLE PLEDGES 155,927. | PART XI, LINE 4B - OTHER ADJUSTMENTS: | |
| SPECIAL EVENT EXPENSES NET AGAINST INCOME 77,623. INTERFUND TRANSFER 100,000. | PART XII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 220132 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 220132 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 41472 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 36151 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 220132 | GrossReceiptsTotal |
| Gross Revenue Total Events | 220132 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 41472 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 36151 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 77623 | DirectExpenseSummaryEvents |
| Net Income Summary | 142509 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (75 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| DUNBAR COMMUNITY CENTER | ||||||||
| 33 OAK ST | SPRINGFIELD | MA | 01109 | 042313311 | 501(C)3 | 23270 | COMMUNITY SERVICE | |
| YMCA OF GREATER SPRINGFIELD | ||||||||
| 275 CHESTNUT ST | SPRINGFIELD | MA | 01104 | 041859893 | 501(C)3 | 83250 | COMMUNITY SERVICE | |
| SPRINGFIELD DAY NURSERY | ||||||||
| 947 MAIN STREET | SPRINGFIELD | MA | 01103 | 042103855 | 501(C)3 | 33250 | COMMUNITY SERVICE | |
| MARTIN LUTHER KING JR COMM CENTER | ||||||||
| PO BOX 91026 | SPRINGFIELD | MA | 01139 | 042647035 | 501(C)3 | 26450 | COMMUNITY SERVICE | |
| BOYS & GIRLS CLUB OF GREATER HOLYOKE | ||||||||
| PO BOX 6256 | SPRINGFIELD | MA | 01041 | 042103792 | 501(C)3 | 49875 | COMMUNITY SERVICE | |
| SPFLD BOY CLUB & CAREW HILL GIRLS CLUB | ||||||||
| 481 CAREW STREET | SPRINGFIELD | MA | 01104 | 041858620 | 501(C)3 | 33250 | COMMUNITY SERVICE | |
| (no name) | ||||||||
| COMMUNITY SERVICE | ||||||||
| SOUTH END COMMUNITY CENTER | ||||||||
| 29 HOWARD ST | SPRINGFIELD | MA | 01105 | 042103854 | 501(C)3 | 33250 | COMMUNITY SERVICE | |
| GIRLS INC OF HOLYOKE | ||||||||
| PO BOX 6812 | HOLYOKE | MA | 01041 | 042748244 | 501(C)3 | 46550 | COMMUNITY SERVICE | |
| GREATER HOLYOKE YMCA | ||||||||
| 171 PINE ST | HOLYOKE | MA | 01040 | 042192693 | 501(C)3 | 23275 | COMMUNITY SERVICE | |
| (no name) | ||||||||
| COMMUNITY SERVICE | ||||||||
| (no name) | ||||||||
| COMMUNITY SERVICE | ||||||||
| FRIENDS OF THE HOMELESS | ||||||||
| 769 WORTHINGTON ST | SPRINGFIELD | MA | 01105 | 222786732 | 501(C)3 | 61327 | COMMUNITY SERVICE | |
| BETTER HOMES INC | ||||||||
| 5 NORTHAMPTON AVENUE | SPRINGFIELD | MA | 01109 | 046190467 | 501(C)3 | 21945 | COMMUNITY SERVICE | |
| SPRINGFIELD VACA INC | ||||||||
| 433 BELMONT AVENUE | SPRINGFIELD | MA | 01108 | 043239763 | 501(C)3 | 19950 | COMMUNITY SERVICE | |
| (no name) | ||||||||
| COMMUNITY SERVICE | ||||||||
| AMERICAN RED CROSSPIONEER VALLEY CHAPTER | ||||||||
| 506 COTTAGE STREET | SPRINGFIELD | MA | 01104 | 530196605 | 501(C)3 | 157417 | COMMUNITY SERVICE | |
| AMERICAN RED CROSSWESTFIELD CHAPTER | ||||||||
| 48 BROAD STREET | WESTFIELD | MA | 01085 | 530196605 | 501(C)3 | 15112 | COMMUNITY SERVICE | |
| HOMEWORK HOUSE OF HOLYOKE | ||||||||
| 54 NORTH SUMMER STREET | HOLYOKE | MA | 01040 | 522666698 | 501(C)3 | 19950 | COMMUNITY SERVICE | |
| BIG BROTHERSBIG SISTERS OF HAMPDEN COUNTY | ||||||||
| 101 STATE STREET SUITE 601 | SPRINGFIELD | MA | 01103 | 042800998 | 501(C)3 | 33250 | COMMUNITY SERVICE | |
| BOYS & GIRLS CLUB OF GREATER WESTFIELD | ||||||||
| 28 W SILVER STREET P O BOX 128 | WESTFIELD | MA | 01086 | 042464259 | 501(C)3 | 33250 | COMMUNITY SERVICE | |
| (no name) | ||||||||
| COMMUNITY SERVICE | ||||||||
| WESTERN MASS BOY SCOUTS | ||||||||
| 1 ARCH ROAD SUITE 5 | WESTFIELD | MA | 01085 | 042104279 | 501(C)3 | 15000 | COMMUNITY SERVICE | |
| (no name) | ||||||||
| COMMUNITY SERVICE | ||||||||
| GREATER WESTFIELD EMERGENCY FOOD PANTRY | ||||||||
| 101 MEADOW STREET | WESTFIELD | MA | 01085 | 043049616 | 501(C)3 | 14650 | COMMUNITY SERVICE | |
| NEW NORTH CITIZEN'S COUNCIL - INCOME PROGRAM | ||||||||
| 2383 MAIN STREET | SPRINGFIELD | MA | 01107 | 237371934 | 501(C)3 | 13300 | COMMUNITY SERVICE | |
| (no name) | ||||||||
| COMMUNITY SERVICE | ||||||||
| HOLYOKE DAY NURSERY | ||||||||
| 159 CHESTNUT STREET | HOLYOKE | MA | 01040 | 042104313 | 501(C)3 | 17955 | COMMUNITY SERVICE | |
| SPRINGFIELD TECHNICAL COMMUNITY COLLEGE FOUNDATION | ||||||||
| ONE ARMORY SQUARE SUITE 1 | SPRINGFIELD | MA | 01109 | 222612044 | 501(C)3 | 13300 | COMMUNITY SERVICE | |
| JEWISH COMMUNITY CENTER OF SPRINGFIELD | ||||||||
| 1160 DICKINSON STREET | SPRINGFIELD | MA | 01108 | 042103802 | 501(C)3 | 33250 | COMMUNITY SERVICE | |
| JEWISH FAMILY SERVICE OF WESTERN MASSACHUSETTS | ||||||||
| 15 LENOX STREET | SPRINGFIELD | MA | 01108 | 042104352 | 501(C)3 | 33250 | COMMUNITY SERVICE | |
| LUDLOW BOYS & GIRLS CLUB | ||||||||
| 91 CLAUDIAS WAY | LUDLOW | MA | 01056 | 042089767 | 501(C)3 | 33250 | COMMUNITY SERVICE | |
| (no name) | ||||||||
| COMMUNITY SERVICE | ||||||||
| SPRINGFIELD PARTNERS FOR COMMUNITY ACTION | ||||||||
| 393 MAIN STREET | GREENFIELD | MA | 01301 | 042384972 | 501(C)3 | 46294 | COMMUNITY SERVICE | |
| PROVIDENCE MINISTRIES FOR THE NEEDY | ||||||||
| 51 HAMILTON STREET | HOLYOKE | MA | 01041 | 042898893 | 501(C)3 | 10000 | COMMUNITY SERVICE | |
| STAND FOR CHILDREN | ||||||||
| 38 CHAUCY STREET SUITE 700 | BOSTON | MA | 02111 | 521957214 | 501(C)3 | 10000 | COMMUNITY SERVICE | |
| HAP INC | ||||||||
| 322 MAIN STREET | SPRINGFIELD | MA | 01105 | 042518368 | 501(C)3 | 8334 | COMMUNITY SERVICE | |
| RIVER VALLEY COUNSELING CENTER | ||||||||
| 319 BEECH STREET | HOLYOKE | MA | 01040 | 042174657 | 501(C)3 | 26600 | COMMUNITY SERVICE | |
| SALVATION ARMY - HOLYOKE | ||||||||
| 271 APPLETON ST | HOLYOKE | MA | 01041 | 135562351 | 501(C)3 | 19239 | COMMUNITY SERVICE | |
| SALVATION ARMY - SPRINGFIELD AREA SERVICES | ||||||||
| 170 PEARL STREET | SPRINGFIELD | MA | 01101 | 135562351 | 501(C)3 | 54742 | COMMUNITY SERVICE | |
| THE CARE CENTER | ||||||||
| 247 CABOT STREET | HOLYOKE | MA | 01040 | 042962882 | 501(C)3 | 39900 | COMMUNITY SERVICE | |
| SPRINGFIELD RESCUE MISSION | ||||||||
| 19 BLISS STREET | SPRINGFIELD | MA | 01103 | 521047790 | 501(C)3 | 8334 | COMMUNITY SERVICE | |
| WOMANSHELTERCOMPANERAS | ||||||||
| P O BOX 1099 | HOLYOKE | MA | 01041 | 042716766 | 501(C)3 | 48046 | COMMUNITY SERVICE | |
| YMCA OF GREATER WESTFIELD | ||||||||
| 67 COURT STREET | WESTFIELD | MA | 01085 | 042126585 | 501(C)3 | 33250 | COMMUNITY SERVICE | |
| YWCA OF WESTERN MASSACHUSETTS | ||||||||
| 1 CLOUGH STREET | SPRINGFIELD | MA | 01118 | 042103858 | 501(C)3 | 112381 | COMMUNITY SERVICE | |
| BLACK MEN OF GREATER SPRINGFIELD | ||||||||
| 166 TAMARACK DRIVE | SPRINGFIELD | MA | 01129 | 043210338 | 501(C)3 | 9975 | COMMUNITY SERVICE | |
| CATHOLIC CHARTIES | ||||||||
| 65 ELLIOT STREET | SPRINGFIELD | MA | 01103 | 861121553 | 501(C)3 | 8334 | COMMUNITY SERVICE | |
| CHICOPEE CHILD DEVELOPMENT CENTER | ||||||||
| 989 JAMES STREET | CHICOPEE | MA | 01022 | 042456912 | 501(C)3 | 9975 | COMMUNITY SERVICE | |
| HOLYOKE CHICOPEE SPRINGFIELD HEADSTART | ||||||||
| 30 MADISON AVENUE | SPRINGFIELD | MA | 01105 | 042466767 | 501(C)3 | 7500 | COMMUNITY SERVICE | |
| REBUILDING TOGETHER | ||||||||
| PO BOX 301209 | JAMAICA PLAIN | MA | 02130 | 043172737 | 501(C)3 | 7500 | COMMUNITY SERVICE | |
| COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS | ||||||||
| 1350 MAIN STREET | SPRINGFIELD | MA | 01103 | 223089640 | 501(C)(3) | 33334 | COMMUNITY SERVICE | |
| COMMUNITY LEGAL AID INC | ||||||||
| 405 MAIN STREET | WORCESTER | MA | 01608 | 042446242 | 501(C)(3) | 33250 | COMMUNITY SERVICE | |
| COGIC FAMILY SERVICES | ||||||||
| 35 ALDEN STREET | SPRINGFIELD | MA | 01109 | 450605136 | 501(C)(3) | 6650 | COMMUNITY SERVICE | |
| CENTER FOR ASSESSMENT AND POLICY DEVELOPMENT | ||||||||
| 1622 RIVERSIDE DR | TRENTON | NJ | 08618 | 232525512 | 501(C)(3) | 10000 | COMMUNITY SERVICE | |
| SPRINGFIELD PUBLIC SCHOOLS | ||||||||
| 1550 MAIN STREET | SPRINGFIELD | MA | 01103 | 046001415 | PUBLIC SCHOOL | 208462 | COMMUNITY SERVICE | |
| CHILDREN'S CHORUS OF SPRINGFIELD | ||||||||
| 35 WASHINGTON ROAD | SPRINGFIELD | MA | 01108 | 261149740 | 501(C)(3) | 6500 | COMMUNITY SERVICE | |
| THE FOODBANK OF WESTERN MASS | ||||||||
| P O BOX 160 | HATFIELD | MA | 01038 | 042751023 | 501(C)(3) | 41583 | COMMUNITY SERVICE | |
| GASOLINE ALLEY FOUNDATION | ||||||||
| 250 ALBANY STREET | SPRINGFIELD | MA | 01105 | 043497449 | 501(C)(3) | 19950 | COMMUNITY SERVICE | |
| HAMPDEN COUNTY CAREER CENTER INC | ||||||||
| 850 HIGH STREET | HOLYOKE | MA | 01040 | 043283306 | 501(C)(3) | 33250 | COMMUNITY SERVICE | |
| HOLYOKE COMMUNITY COLLEGE FOUNDATION | ||||||||
| 303 HOMESTEAD AVENUE | HOLYOKE | MA | 01040 | 237181691 | 501(C)(3) | 49875 | COMMUNITY SERVICE | |
| HOLYOKE FOOD & FITNESS (HOLYOKE HEALTH CENTER INC) | ||||||||
| 230 MAPLE STREET | HOLYOKE | MA | 01041 | 042492730 | 501(C)(3) | 33250 | COMMUNITY SERVICE | |
| MASSACHUSETTS CAREER DEVELOPMENT INSTITUTE | ||||||||
| 140 WILBRAHAM AVENUE | SPRINGFIELD | MA | 01109 | 042672603 | 501(C)(3) | 43225 | COMMUNITY SERVICE | |
| NEW ENGLAND BUSINESS ASSOCIATES | ||||||||
| 66 INDUSTRY AVENUE - SUITE 11 | SPRINGFIELD | MA | 01104 | 042790394 | 501(C)(3) | 21280 | COMMUNITY SERVICE | |
| OPEN PANTRY COMMUNITY SERVICES | ||||||||
| 174 BRUSH HILL AVENUE | WEST SPRINGFIELD | MA | 01089 | 521084599 | 501(C)(3) | 41584 | COMMUNITY SERVICE | |
| BHN LIBERTY STREET CLINIC (FORMERLY PIONEER VALLEY MENTAL HEALTH CLINIC) | ||||||||
| 417 LIBERTY STREET | SPRINGFIELD | MA | 01105 | 042103756 | 501(C)(3) | 33250 | COMMUNITY SERVICE | |
| UNIVERSITY OF MASSACHUSETTS AMHERST | ||||||||
| RESEARCH ADMINISTRATION BUILDING 70 | AMHERST | MA | 01003 | 542084125 | 501(C)(3) | COMMUNITY SERVICE | BUTTERFIELD TERRACE | |
| PIONEER VALLEY REGIONAL VENTURES CENTER | ||||||||
| 1441 MAIN STREET SUITE 111 | SPRINGFIELD | MA | 01103 | 043560951 | 501(C)(3) | 7500 | COMMUNITY SERVICE | |
| PRESCHOOL ENRICHMENT TEAM | ||||||||
| 101 PARK STREET | CHELSEA | MA | 02150 | 042790929 | 501(C)(3) | 10640 | COMMUNITY SERVICE | |
| REBUILDING TOGETHER SPRINGFIELD INC | ||||||||
| 1 FEDERAL STREET BUILDING 101 | SPRINGFIELD | MA | 01105 | 043172737 | 501(C)(3) | 7500 | COMMUNITY SERVICE | |
| ROCA | ||||||||
| 204 BOSTON ROAD | SPRINGFIELD | MA | 01109 | 223223641 | 501(C)(3) | 33250 | COMMUNITY SERVICE | |
| SPRINGFIELD CITY LIBRARY | ||||||||
| 1550 MAIN STREET | SPRINGFIELD | MA | 01103 | 201207636 | 501(C)(3) | 33250 | COMMUNITY SERVICE | |
| SPRINGFIELD NEIGHBORHOOD HOUSING SERVICES | ||||||||
| 721 STATE STREET | SPRINGFIELD | MA | 01109 | 042658190 | 501(C)(3) | 33250 | COMMUNITY SERVICE | |
| SPRINGFIELD SCHOOL VOLUNTEERS INC | ||||||||
| PO BOX 9000 | SPRINGFIELD | MA | 01102 | 042643527 | 501(C)(3) | 51205 | COMMUNITY SERVICE | |
| THE GRAY HOUSE | ||||||||
| 300 HIGH STREET | HOLYOKE | MA | 01040 | 042783515 | 501(C)(3) | 18965 | COMMUNITY SERVICE | |
| VALLEY OPPORTUNITY COUNCIL | ||||||||
| PO BOX 5127 | SPRINGFIELD | MA | 01101 | 042692763 | 501(C)(3) | 20955 | COMMUNITY SERVICE | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 67 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: A COMMITTEE IS FORMED THAT REVIEWS ALL GRANT APPLICATIONS FOR AGENCY ALLOCATIONS. GRANTS ARE ONLY MADE TO PUBLIC CHARITIES THAT HAVE BEEN APPROVED BY THE IRS AS 501(C)(3) ORGANIZATIONS AND/OR PUBLIC SCHOOLS OR STATE COLLEGES. IN ADDITION, THE GRANTEE ORGANIZATION MUST PROVIDE AUDITED FINANCIAL STATEMENTS TO THE UNITED WAY. ANY ORGANIZATION THAT RECEIVES GRANT FUNDS OR ASSISTANCE FROM THE UNITED WAY MUST SIGN A MEMORANDUM OF UNDERSTANDING AND PROVIDE THE UNITED WAY WITH A COPY OF THE BOARD OF DIRECTORS' MINUTES APPROVING THE CONDITIONS OF THE MOU. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DORA ROBINSON | NamePerson |
| Title | PRESIDENT & CEO | Title |
| Base Compensation Filing Org | 140591 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 9730 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 1411 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 151732 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | THERE WAS A BUSINESS RELATIONSHIP BETWEEN TWO BOARD MEMBERS. | |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION MADE SIGNIFICANT CHANGES TO ITS BYLAWS: (1) BYLAWS NOW CLARIFY THAT THE PRESIDENT HAS THE GENERAL CHARGE AND SUPERVISION OF THE DAY TO DAY AFFAIRS OF THE CORPORATION. (2) THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR RECOMMENDING TO THE BOARD EXECUTIVE BENEFITS AND COMPENSATION FOR THE PRESIDENT. (3)THE NOMINATING/GOVERNANCE COMMITTEE SHALL HAVE NO LESS THAN THREE MEMBERS SERVING. (4) THE AUDIT COMMITTEE IS TO MAKE RECOMMENDATIONS TO THE FULL BOARD ABOUT ACCEPTING THE ANNUAL AUDIT AND ABOUT CHANGES TO ACCOUNTING POLICIES AND INTERNAL CONTROLS. AT LEAST ONE MEMBER OF THE AUDIT COMMITTEE MUST BE FINANCIALLY LITERATE WITH AT LEAST ONE MEMBER CONSIDERED A FINANCIAL EXPERT, AND (5) ALTHOUGH THE ORGANIZATION ALREADY HAS IN PLACE VARIOUS WRITTEN GOVERNANCE POLICIES, THE BYLAWS NOW FORMALLY REQUIRE THAT THESE POLICIES BE IN PLACE AND MONITORED REGULARLY. | |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCE COMMITTEE WILL REVIEW AND APPROVE THE 990 FOR FILING WHILE A COPY OF THE 990 WILL BE PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL DIRECTORS AND OFFICERS ARE REQUIRED TO DISCLOSE ANNUALLY AND UPON ELECTION ALL CONFLICTS. ANY OFFICER WITH A POTENTIAL CONFLICT OF INTEREST MUST DISCLOSE THE MATERIAL FACTS TO THE EXECUTIVE DIRECTOR OR THE CHAIR OF EXECUTIVE COMMITTEE AND RECUSE HIMSELF/HERSELF FROM THE BOARD MEETING WHILE THE TRANSACTION IS BEING DISCUSSED AND VOTED UPON. | |
| FORM 990, PART VI, SECTION B, LINE 15 | 15A. UNITED WAY OF AMERICA GUIDELINES/COMPARABILITY DATA ARE USED BY THE FINANCE COMMITTEE FOR THE DETERMINATION OF FAIR COMPENSATION FOR THE CEO. FORM 990, PART VI, SECTION B, LINE 15: 15B. THE ORGANIZATION UTILIZED A THIRD PARTY TO CONDUCT AN EXECUTIVE COMPENSATION STUDY. THE RESULTS WERE SHARED WITH THE HUMAN RESOURCE AND EXECUTIVE COMMITTEES FOR ACTION. | |
| FORM 990, PART VI, SECTION C, LINE 18 | THE ORGANIZATION'S 990 AND 1023 ARE ALSO AVAILABLE UPON REQUEST. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST | |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 54,439. NET LOSSES FROM UNCOLLECTIBLE PLEDGES -155,927. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| PART XIII, LINE 2C: | THE ORGANIZATION HAS NOT CHANGED FROM THE PRIOR YEAR, ITS OVERSIGHT PROCESS OR SELECTION PROCESS FOR THE AUDIT OF ITS FINANCIAL STATEMENTS. |