2014-11-14T12:09:06-06:00 2014-06-30 041617630 MEYER REGAN & WILNER LLP PO BOX 831 FALL RIVER MA 027220831 990 2013-07-01 042104264 UNITED WAY OF GREATER NEW BEDFORD INC UNIT 5089949625 105 WILLIAM STREET 3RD FLOOR NEW BEDFORD MA 02740 MICHELLE N HANTMAN PRESIDENT 5089949625 2014-11-13 1 MELISSA B KENYON P01272045 5086796451 2014-11-13 2013 2015-11-30 17:44:51Z CHRISTOPHER HODGSON 105 WILLIAM STREET 3RD FLOOR NEW BEDFORD MA 02740 2634891 0 X WWW.UNITEDWAYOFGNB.ORG X 1953 MA OUR MISSION IS TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE CARING FOR ONE ANOTHER. 20 20 21 55 0 0 2266868 2160985 0 0 24716 90022 -19616 6963 2271968 2257970 762380 693877 0 0 800099 851901 0 0 153717 727137 736143 2289616 2281921 -17648 -23951 2139875 2237811 799922 827899 1339953 1409912 X OUR MISSION IS TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE CARING FOR ONE ANOTHER. THE UNITED WAY ENABLES EVERY MEMBER OF THE COMMUNITY TO PLAY AN ACTIVE ROLE IN LOCAL PHILANTHROPY BY BRINGING TOGETHER VOLUNTEERS, DONORS, COMMUNITY LEADERS, AND CORPORATE PARTNERS TO PROVIDE QUALITY PROGRAMS AND INITIATIVES THAT ACHIEVE POSITIVE RESULTS. 0 0 783587 134383 0 COMMUNITY SERVICES AND EDUCATION - PROVIDES VOLUNTEER PLACEMENT THROUGH ITS ONLINE VOLUNTEER MATCHING DATABASE, CONDUCTS EVENTS FOR INDIVIDUALS TO ENGAGE IN COMMUNITY SERVICE THROUGH ANNUAL DAYS OF CARING, DISTRIBUTES DONATED FOOD THROUGH THE HUNGER COMMISSION PROGRAM, WORKS WITH GRASSROOTS GROUPS THROUGH THE COMMUNITY BUILDING MINI-GRANTS PROGRAM, AND WORKS WITH LOCAL NON-PROFITS TO PROVIDE YOUTH THE OPPORTUNITY TO LEARN ABOUT FINANCIAL LITERACY AND JOB READINESS THROUGH SUMMER FUND. 615069 559494 0 COMMUNITY INVESTMENT - THROUGH ITS CITIZEN REVIEW PROCESS FUNDING IS ALLOCATED TO LOCAL HEALTH AND HUMAN SERVICE AGENCIES. THROUGH THE COMMUNITY BUILDING MINI-GRANTS PROGRAM, AWARDS SMALL GRANTS TO ALL VOLUNTEER, GRASSROOTS GROUPS. THROUGH SUMMER FUND, PROVIDES ORGANIZATIONS WITH GRANTS TO SUBSIDIZE SUMMER PROGRAMS FOR DESERVING CHILDREN, FUNDING TO CREATE EMPLOYMENT OPPORTUNITIES FOR YOUTH AND FUNDING TO EXPAND CULTURAL ENRICHMENT OPPORTUNITIES. ALL APPLICATIONS ARE REVIEWED FOR THEIR ARTICULATION OF THE IMPORTANCE OF THE CHALLENGE THEY ARE TARGETING IN THE COMMUNITY, THE APPROPRIATENESS AND CREDIBILITY OF THE PROPOSED STRATEGY TO ADDRESS THE CHALLENGE, THE CAPABILITY AND CAPACITY OF THEIR AGENCY OR GROUP TO CARRY OUT THE PROGRAM STRATEGY, AND THE MEASURABLE BENEFIT PER DOLLAR INVESTED. 511242 0 COMMUNITY CONNECTIONS- THIS PROGRAM IS FUNDED THROUGH A COST-REIMBURSEMENT CONTRACT FROM THE COMMONWEALTH OF MASSACHUSETTS DEPARTMENT OF CHILDREN AND FAMILIES, AND THROUGH DONATIONS. THE MAIN FOCUS OF THE COALITION IS TO FACILITATE THE ORGANIZATION OF COMPREHENSIVE FAMILY SUPPORT SYSTEMS IN THE NEIGHBORHOODS OF THE CITY OF NEW BEDFORD WHILE PROMOTING A COMMUNITY CENTERED CHILD WELFARE BEST PRACTICES APPROACH. THROUGH ITS FAMILY RESOURCE AND DEVELOPMENT CENTER, DIRECT SERVICES SUCH AS CASE MANAGEMENT, FAMILY ADVOCACY, PARENT EDUCATION AND SUPPORT AND PARENT/CHILD ACTIVITIES ARE PROVIDED. ULTIMATELY, THE GOAL IS TO STRENGTHEN FAMILIES, PREVENT CHILD ABUSE & NEGLECT AND BUILD A HEALTHIER COMMUNITY. 1909898 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 5 0 21 1 0 0 0 0 0 1 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 MA X X X MATTHEW CRONIN 5089949625 105 WILLIAM STREET NEW BEDFORD MA 02740 ANDREW GUILBEAULT PAST DIRECTOR 0.10 X 0 0 0 ORREN ROBBINS PAST DIRECTOR 0.20 X 0 0 0 ANN AUGER DIRECTOR 0.10 X 0 0 0 CHAD BRUBAKER DIRECTOR 0.20 X 0 0 0 CHRISTOPHER CASSARA DIRECTOR 0.10 X 0 0 0 PAMELA CRUZ DIRECTOR 0.20 X 0 0 0 DEIRDRE FOUNTAIN DIRECTOR 0.10 X 0 0 0 ROLAND GIROUX DIRECTOR 0.20 X 0 0 0 ARTHUR KELLY DIRECTOR 0.20 X 0 0 0 VALARIE LACASSE DIRECTOR 0.10 X 0 0 0 JOSEPH LOPES DIRECTOR 0.10 X 0 0 0 ROBERT MANNY DIRECTOR 0.20 X 0 0 0 JENNA MCDONALD DIRECTOR 0.10 X 0 0 0 NANCY MCFADDEN DIRECTOR 0.10 X 0 0 0 MICHAEL MURRAY DIRECTOR 0.20 X 0 0 0 CHRISTOPHER HODGSON CHAIR 0.50 X X 0 0 0 BETH SYLVIA CALDWELL VICE CHAIR 0.40 X X 0 0 0 DENNIS GALVAM IMMEDIATE PAST CHAIR 0.30 X X 0 0 0 MICHELLE PRATT TREASURER 0.50 X X 0 0 0 ROBERT PIELECH CLERK 0.40 X X 0 0 0 MICHELLE N HANTMAN PRESIDENT 37.50 X 91656 0 10410 91656 0 10410 0 0 0 0 0 92625 58975 520455 1488930 414633 2160985 43261 43261 378264 331503 46761 46761 46761 50597 58975 45418 5179 5179 MISCELLANEOUS 900099 1784 1784 1784 2257970 1784 0 95201 693877 693877 103827 42569 30110 31148 588582 420312 93430 74840 20289 7966 12323 82890 71027 -2834 14697 56313 40539 6907 8867 17500 15000 2500 21750 21750 11365 11365 41241 18352 13042 9847 775 25 750 48363 33170 7152 8041 49980 46180 2789 1011 49656 47293 1528 835 8711 8711 5587 3438 2149 PROGRAM SUPPORT 449577 449577 MEETINGS & PROGRAM EVEN 10724 6738 2417 1569 LICENSING FEES 9750 9750 STAFF TRAINING 3885 2743 905 237 7279 1342 4062 1875 2281921 1909898 218306 153717 313 164 301613 338642 454633 472979 128502 23496 11874 5667 0 0 0 0 1242940 1396863 2139875 2237811 47524 119181 752398 708718 799922 827899 X 1259378 1370399 80575 39513 1339953 1409912 2139875 2237811 -23951 93910 0 X X 0 1 X 1 0 X 2050943 2405179 2410241 2266868 2160985 11294216 2050943 2405179 2410241 2266868 2160985 11294216 981564 10312652 134491 97347 40363 35456 43261 350918 4514 5339 9853 36911 5984 3719 -19616 6963 33961 11688948 0.88230 0.87900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1242940 8408 183290 26408 11367 1396863 1226632 8341 128040 109532 10541 1242940 1024242 194972 34815 18000 9397 1226632 858914 11395 162169 8236 1024242 773140 7452 85912 7590 858914 1.00000 0 0 0 DONOR DESIGNATIONS PAYABLE 54376 ALLOCATIONS PAYABLE 654342 708718 X 2394968 93910 17063 75242 186215 2208753 49217 49217 2257970 2325009 17063 75242 92305 2232704 49217 49217 2281921 PART V, LINE 4: THE PURPOSE OF THE INVESTMENT PORTFOLIO IS TO SOLICIT AND ACCEPT MONEY AND OTHER PROPERTY, BOTH REAL AND PERSONAL, TO ADD FINANCIAL STABILITY TO THE UNITED WAY OF GREATER NEW BEDFORD, INC. BY BROADENING ITS FUNDING BASE AND ENRICHING ITS ABILITY TO RESPOND TO CURRENT AND FUTURE NEEDS. PART X, LINE 2: THE AGENCY IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. UNRELATED BUSINESS INCOME, OF WHICH THE AGENCY HAS NONE, WOULD BE SUBJECT TO FEDERAL AND STATE INCOME TAXES. IN ADDITION, THE AGENCY QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION. THE AGENCY'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, ARE SUBJECT TO EXAMINATION BY THE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 75,242. PART XI, LINE 4B - OTHER ADJUSTMENTS: GRANTS & ALLOCATIONS DESIGNATED BY DONOR 49,217. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS 75,242. PART XII, LINE 4B - OTHER ADJUSTMENTS: GRANTS & ALLOCATIONS DESIGNATED BY DONOR 49,217. CLAMBAKE 92162 51135 41027 6031 31973 AWARDS DINNER 14015 7840 6175 500 6462 106177 58975 47202 6531 38435 44966 2236 1 ADVOCACY RESOURCE CENTER OF GR NEW BEDFORD 412 B COUNTY STREET NEW BEDFORD MA 02740 042278687 501(C)(3) 17000 PEOPLE WITH DISABILITIES BOY & GIRL'S CLUB OF GREATER NEW BEDFORD 166 JENNEY STREET NEW BEDFORD RI 02740 042104752 501(C)(3) 56000 CHILDREN AND YOUTH COMMUNITY NURSE & HOSPICE CARE INC 62 CENTER STREET FAIRHAVEN MA 02719 042104019 501(C)(3) 6000 HEALTH THE FAMILY PANTRY - DAMIEN'S PLACE CORP PO BOX 111 FAIRHAVEN MA 02719 223278832 501(C)(3) 28000 BASIC HUMAN NEEDS DENNISON MEMORIAL COMMUNITY CTR INC 755 SOUTH FIRST STREET NEW BEDFORD MA 02740 042103806 501(C)(3) 30657 CHILDREN AND YOUTH IMMIGRANTS ASSISTANCE CENTER INC 58 CRAPO STREET NEW BEDFORD MA 02740 042530908 501(C)(3) 13500 BASIC HUMAN NEEDS CEREBRAL PALSY COUNCIL OF GR NEW BEDFORD INC 1 POSA PLACE NO DARTMOUTH MA 02747 042296947 501(C)(3) 51000 PEOPLE WITH DISABILITIES THE NEMASKET GROUP INC 56 BRIDGE STREET FAIRHAVEN MA 02719 222563405 501(C)(3) 7000 PEOPLE WITH DISABILITIES CHILD & FAMILY SERVICES INC 1061 PLEASANT STREET NEW BEDFORD MA 02740 042104754 501(C)(3) 25000 CHILDREN AND YOUTH THE WOMEN'S CENTER 405 COUNTY STREET NEW BEDFORD MA 02740 042557022 501(C)(3) 18000 BASIC HUMAN NEEDS NORTHSTAR LEARNING CENTERS INC 53 LINDEN STREET NEW BEDFORD MA 02740 510200575 501(C)(3) 25000 CHILDREN AND YOUTH POSITIVE ACTION AGAINST CHEMICAL ADDICTION INC 360 COGGESHALL STREET NEW BEDFORD MA 02740 042791362 501(C)(3) 6000 HEALTH PEOPLE ACTING IN COMMUNITY ENDEAVORS INC 166 WILLIAM STREET NEW BEDFORD MA 02740 042777810 501(C)(3) 6000 CHILDREN AND YOUTH SALVATION ARMY 619 PURCHASE ST NEW BEDFORD MA 02740 135562351 501(C)(3) 30000 BASIC HUMAN NEEDS SAMARITANS OF FALL RIVER-NEW BEDFORD INC 627 STATE ROAD WESTPORT MA 02790 222474826 501(C)(3) 10000 HEALTH YMCA SOUTHCOAST INC 25 SOUTH WATER STREET NEW BEDFORD MA 02740 042104749 501(C)(3) 30000 CHILDREN AND YOUTH YWCA OF SOUTHEASTERN MA INC 20 SOUTH SIXTH STREET NEW BEDFORD MA 02740 042104747 501(C)(3) 55250 CHILDREN AND YOUTH SOUTHEASTERN MA COUNCIL ON ADDICTION 100 NO FRONT ST NEW BEDFORD MA 02740 237161463 501(C)(3) 20000 HEALTH 18 0 PART I, LINE 2: PROGRAM MANAGERS ARE RESPONSIBLE FOR ENSURING FULL PROGRAMMATIC AND FISCAL COMPLIANCE FOR ALL GRANTS RECEIVED. THEY ACCOMPLISH THIS THROUGH THE FOLLOWING: -FILES FOR EACH GRANT ARE MAINTAINED WHICH INCLUDE GRANT APPLICATION, GRANT AWARD NOTIFICATIONS, CORRESPONDENCE, REPORTS (FISCAL, PERFORMANCE, MONITORING, ETC.). -TERMS AND CONDITIONS ARE REVIEWED AND COMPLIED WITH THROUGHOUT THE FISCAL YEAR. -RECORDS ARE MAINTAINED THAT DOCUMENT GRANT EXPENDITURES. X 2 8408 FAIR MARKET VALUE X FOOD, SUPPLIE 0 406225 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE EXECUTIVE COMMITTEE FUNCTIONS IN PLACE OF THE BOARD OF DIRECTORS (BOD)IN BETWEEN MEETINGS IF NECESSARY. AT ITS NEXT REGULAR MEETING, THE BOD SHALL REVIEW AND RATIFY ALL ACTIONS AND DECISIONS OF THE EXECUTIVE COMMITTEE, WHICH ARE DOCUMENTED IN THE BOD MINUTES. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PROVIDED TO THE FINANCE AND EXECUTIVE COMMITTEE AND FILED WITH THE IRS AFTER FINAL APPROVAL BY THE TREASURER OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL BOARD MEMBERS AND KEY EMPLOYEES ON AN ANNUAL BASIS. THE PRESIDENT MONITORS AND ENFORCES COMPLIANCE WITH THIS POLICY. FORM 990, PART VI, SECTION B, LINE 15 UPON HIRE OF PRESIDENT AND OTHER KEY EMPLOYEES, THE FOLLOWING FACTORS ARE TAKEN INTO CONSIDERATION: EXPERIENCE OF CANDIDATE, SALARIES OF SIMILAR POSITIONS IN THE AREA AND UNITED WAY WORLDWIDE HUMAN CAPITAL STUDY/ STAFF SALARY REPORT WHICH DETAILS SALARIES BY UW SIZE, REGION AND POSITION. COMPENSATION IS DISCUSSED BY THE EXECUTIVE COMMITTEE OF THE BOARD AND APPROVED BY THE FINANCE COMMITTEE. SUBSEQUENTLY, THE COMPENSATION IS INCLUDED IN THE ORGANIZATION'S BUDGET WHICH IS APPROVED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE ONLINE VIA THE SECRETARY FOR THE COMMONWEALTH OF MASSACHUSETTS CORPORATE DATABASE AND UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE THROUGH WWW.GUIDESTAR.ORG AND THE COMMONWEALTH OF MASSACHUSETTS DIVISION OF PUBLIC CHARITIES, OR UPON REQUEST. FORM 990, PART XI, LINE 2C THERE HAVE BEEN NO CHANGES TO THIS POLICY IN THE CURRENT YEAR.