2014-02-04T12:20:14-06:00 2013-06-30 042713795 MEYERS BROTHERS KALICKA PC 330 WHITNEY AVE SUITE 800 HOLYOKE MA 01040 990 2012-07-01 042152680 UNITED WAY OF PIONEER VALLEY INC UNIT 4137372691 1441 MAIN STREET SUITE 147 SPRINGFIELD MA 01103 BRIAN SMITH 4137372691 2014-01-22 1 RUDY M D'AGOSTINO P00962620 4135368510 2014-01-22 2012 2015-11-30 17:44:51Z BRIAN SMITH 1441 MAIN STREET SUITE 147 SPRINGFIELD MA 01103 5217966 0 X WWW.UWPV.ORG X 1950 MA MOBILIZE PEOPLE AND RESOURCES TO STRENGTHEN COMMUNITIES. 29 29 24 1683 0 0 4510493 4228508 414906 410263 69047 147588 111634 142509 5106080 4928868 3151263 2221366 0 0 1355497 1397722 0 0 452369 889580 1157749 5396340 4776837 -290260 152031 7589222 8072687 503822 826116 7085400 7246571 X THE UNITED WAY OF PIONEER VALLEY MOBILIZES PEOPLE AND RESOURCES TO STRENGTHEN OUR COMMUNITIES. 0 0 3355690 2221366 243959 FUNDS DISBURSED TO 501(C)(3) ORGANIZATIONS FOR COMMUNITY SERVICES AND INITIATIVES. ESTIMATED NUMBER OF PEOPLE SERVED IN THE COMMUNITY IS 175,000. 54817 75050 REGIONAL ANTIRACISM - A COMMUNITY INITIATIVE DEVELOPED TO ACKNOWLEDGE AND REVERSE THE IMPACT OF RACISM IN OUR COMMUNITY. 91559 50000 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. 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. 213022 41254 3715088 1 1 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 32 0 24 1 0 0 0 0 0 1 1 0 0 0 0 X 29 29 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X RAYMOND BERRY 4136930231 1441 MAIN STREET SPRINGFIELD MA 011081023 JEFFREY FIALKY 2.00 X 0 0 0 CAROL KATZ 2.00 X 0 0 0 BRIAN SMITH 2.00 X X 0 0 0 MANUEL ANDRADE 2.00 X 0 0 0 MAURA GEARY 2.00 X 0 0 0 DEBORAH BUCKLEY 2.00 X 0 0 0 DR CALVIN J MCFADDEN SR 2.00 X 0 0 0 NICHOLAS FYNTRILAKIS 2.00 X 0 0 0 KATHRYN DUBE 2.00 X X 0 0 0 LOUIS ABBATE 2.00 X 0 0 0 HELEN CAULTON-HARRIS 2.00 X 0 0 0 KEVIN MAYNARD 2.00 X 0 0 0 THOMAS CREED 2.00 X 0 0 0 ALPHONSE MORASSI JR 2.00 X 0 0 0 JAY PRIMACK 2.00 X 0 0 0 JEAN JACKSON 2.00 X 0 0 0 RUSSELL DENVER 2.00 X X 0 0 0 SCOTT SADOWSKY 2.00 X 0 0 0 DR WILLIAM MESSNER 2.00 X X 0 0 0 ARLENE PUTNAM 2.00 X 0 0 0 JOAN KAGAN 2.00 X 0 0 0 MATTHEW HAAS 2.00 X 0 0 0 JAMES W TROMPKE 2.00 X 0 0 0 MICHAEL WEEKES 2.00 X 0 0 0 BENNETT MARKENS 2.00 X 0 0 0 SCOTT GRODSKY 2.00 X 0 0 0 STEVEN LOWELL 2.00 X 0 0 0 DIANA VELEZ HARRIS 2.00 X 0 0 0 MATTHEW GEFFIN 2.00 X 0 0 0 DORA ROBINSON 35.00 X 140591 0 11141 RAYMOND BERRY 35.00 X 96381 0 8524 SYLVIA DEHAAS-PHILLIPS 35.00 X 102483 0 8954 339455 0 28619 2 0 1 0 0 4228508 4228508 ADMINISTRATIVE FEES 900099 243959 243959 ANTI-RACISM WORK GROUP 900099 75050 75050 HOLYOKE INITIATIVE 900099 50000 50000 WESTERN MA NETWORK TO 900099 41254 41254 410263 88706 88706 270357 211475 58882 58882 58882 220132 77623 142509 142509 4928868 410263 0 290097 2221366 2221366 268997 268997 889077 583804 51401 253872 62562 40866 3925 17771 61098 15247 26903 18948 115988 56391 30384 29213 5553 5553 33900 33900 12118 12118 373067 333723 24573 14771 157299 116083 15080 26136 71440 31934 22594 16912 131880 111141 15627 5112 9577 3964 1771 3842 65633 19958 30400 15275 63232 15019 28081 20132 70306 49780 11595 8931 16456 3982 7337 5137 MA 211 FEES 90521 90521 MISCELLANEOUS 25678 9613 6110 9955 EQUIPMENT REPAIR & MAIN 25043 10260 10346 4437 MEMBERSHIP FEES & DUES 6046 1436 2685 1925 4776837 3715088 609380 452369 580 580 2445589 2644816 1028353 1114862 34851 13523 47334 30453 936344 542604 450546 393740 2017865 2478726 372802 150246 1191302 1245741 7589222 8072687 96350 148986 110295 182673 37678 8178 223542 450474 35957 35805 503822 826116 X 4642058 4514447 1171126 1405469 1272216 1326655 7085400 7246571 7589222 8072687 X 152031 110628 -101488 X X 0 1 X 1 0 X 4416168 4395798 4273914 4236894 4072581 21395355 4416168 4395798 4273914 4236894 4072581 21395355 4698544 16696811 109211 75213 68996 67008 88500 408928 150491 117645 99980 111634 177373 657123 22461406 2109390 0.74340 0.74070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 3580184 873 304035 12164 3872928 3756206 1225 -117778 50210 9259 3580184 3198893 999 567858 11544 3756206 2888194 65284 284387 26641 12331 3198893 3488330 12026 -603928 8234 2888194 0.63580 0.34250 0.02170 1 0 7740 7740 427144 278887 148257 147193 20474 126719 354267 243243 111024 393740 INTEREST AND DIVIDENDS RECEIVABLE 1785 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 1243956 1245741 ACCRUED VACATION 35775 ACCRUED OTHER 30 35805 X 5242326 110628 126695 232062 469385 4772941 155927 155927 4928868 5081155 126695 177623 304318 4776837 0 4776837 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NET AGAINST INCOME 77,623. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 54,439. INTERFUND TRANSFER 100,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET LOSSES FROM UNCOLLECTIBLE PLEDGES 155,927. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NET AGAINST INCOME 77,623. INTERFUND TRANSFER 100,000. GOLF TOURNAMENT 220132 220132 41472 36151 220132 220132 41472 36151 77623 142509 1 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 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 COMMUNITY SERVICE 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 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 COMMUNITY SERVICE WESTERN MASS BOY SCOUTS 1 ARCH ROAD SUITE 5 WESTFIELD MA 01085 042104279 501(C)3 15000 COMMUNITY SERVICE 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 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 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 BUTTERFIELD TERRACE AMHERST MA 01003 542084125 501(C)(3) COMMUNITY SERVICE 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 67 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: 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. X X X 0 0 0 0 0 0 0 0 0 DORA ROBINSON 140591 0 0 0 0 0 9730 0 1411 0 151732 0 0 0 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 CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 54,439. NET LOSSES FROM UNCOLLECTIBLE PLEDGES -155,927. 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.