United Way of Acton-Boxborough Inc: Form 990EZ, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- United Way of Acton-Boxborough Inc (EIN 04-2740795)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-08
- IRS object ID
- 201300399349200700
- Schema version
- 2011v1.2
- 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 | 2013-02-08T08:33:51-06:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042578039 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | R A HALL & CO LLC CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 183 STATE STREET | AddressLine1 |
| City | BOSTON | City |
| State | MA | State |
| ZIP Code | 02109 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042740795 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF ACTON-BOXBOROUGH INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 9782631777 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 537 MASSACHUSETTS AVE NO 101 | AddressLine1 |
| City | ACTON | City |
| State | MA | State |
| ZIP Code | 01720 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RACHEL SAGAN | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9782631777 | Phone |
| Date Signed | 2013-01-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00303080 | PTIN |
| Phone | 6177233333 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Web Site | WWW.ABUW.ORG | WebSite |
| Organization501c3 | X | Organization501c3 |
| Gross Receipts | 195570 | GrossReceipts |
| Info In Schedule O Part I | X | InfoInScheduleOPartI |
| Contributions Gifts Grants Etc | 190824 | ContributionsGiftsGrantsEtc |
| Investment Income | 433 | InvestmentIncome |
| Fundraising Gross Income | 4313 | FundraisingGrossIncome |
| Special Events Direct Expenses | 4313 | SpecialEventsDirectExpenses |
| Special Events Net Income Loss | 0 | SpecialEventsNetIncomeLoss |
| Total Revenue | 191257 | TotalRevenue |
| Grants And Similar Amounts Paid | 117325 | GrantsAndSimilarAmountsPaid |
| Salaries Other Comp Empl Benefits | 34418 | SalariesOtherCompEmplBenefits |
| Fees And Oth Pymt To Ind Contractors | 10662 | FeesAndOthPymtToIndContractors |
| Occupancy Rent Utilities And Maint | 6750 | OccupancyRentUtilitiesAndMaint |
| Printing Publications Postage | 2002 | PrintingPublicationsPostage |
| Other Expenses Total | 24969 | OtherExpensesTotal |
| Total Expenses | 196126 | TotalExpenses |
| Excess Or Deficit For Year | -4869 | ExcessOrDeficitForYear |
| Net Assets Or Fund Balances BOY | 157613 | NetAssetsOrFundBalancesBOY |
| Other Changes In Net Assets | 0 | OtherChangesInNetAssets |
| Net Assets Or Fund Balances EOY | 152744 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part II | X | InfoInScheduleOPartII |
Cash Savings And Investments CashSavingsAndInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 139924 | BOY |
| EOY | 157387 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23839 | BOY |
| EOY | 2097 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 163763 | BOY |
| EOY | 159484 | EOY |
Sum Of Total Liabilities SumOfTotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6150 | BOY |
| EOY | 6740 | EOY |
Net Assets Or Fund Balances NetAssetsOrFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 157613 | BOY |
| EOY | 152744 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Primary Exempt Purpose | TO RAISE FUNDS AND DISTRIBUTE TO QUALIFIED AGENCIES | PrimaryExemptPurpose |
Program Service Accomplishment ProgramServiceAccomplishment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Program Service Accom | AS A UNITED WAY ORGANIZATION, WE RAISE FUNDS IN THE COMMUNITY TO MAKE GRANTS TO QUALIFYING SERVICE AGENCIES | DescriptionProgramServiceAccom |
| Grants And Allocations | 117325 | GrantsAndAllocations |
| Program Service Expenses | 143976 | ProgramServiceExpenses |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | 143976 | TotalProgramServiceExpenses |
| Info In Schedule O Part IV | X | InfoInScheduleOPartIV |
Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (12 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| RACHEL SAGAN | ||||||||
| 537 MASSACHUSETTS AVE SUITE 101 | ACTON | MA | 01720 | EXECUTIVE DIRECTOR | 25.00 | 34418 | 0 | 0 |
| PETER ASHTON | ||||||||
| 537 MASSACHUSETTS AVE SUITE 101 | ACTON | MA | 01720 | TREASURER | 6.00 | 0 | 0 | 0 |
| LIZ MARKIEWICZ | ||||||||
| 537 MASSACHUSETTS AVE SUITE 101 | ACTON | MA | 01720 | PRESIDENT | 6.00 | 0 | 0 | 0 |
| EBIT SPEERS | ||||||||
| 537 MASSACHUSETTS AVE SUITE 101 | ACTON | MA | 01720 | GRANT ALLOCATIONS CHAIR | 2.00 | 0 | 0 | 0 |
| CATHERINE LONGWELL | ||||||||
| 537 MASSACHUSETTS AVE SUITE 101 | ACTON | MA | 01720 | CAMPAIGN CHAIR | 2.00 | 0 | 0 | 0 |
| CATHY UTT | ||||||||
| 537 MASSACHUSETTS AVE SUITE 101 | ACTON | MA | 01720 | COMMUNICATIONS CHAIR | 2.00 | 0 | 0 | 0 |
| GAIL LYONS | ||||||||
| 537 MASSACHUSETTS AVE SUITE 101 | ACTON | MA | 01720 | COMMUNITY OUTREACH CHAIR | 2.00 | 0 | 0 | 0 |
| JAY BHATIA | ||||||||
| 537 MASSACHUSETTS AVE SUITE 101 | ACTON | MA | 01720 | SECRETARY | 2.00 | 0 | 0 | 0 |
| SUMAN AMUGOTHU | ||||||||
| 537 MASSACHUSETTS AVE SUITE 101 | ACTON | MA | 01720 | FINANCE AND GRANT ALLOCATIONS | 2.00 | 0 | 0 | 0 |
| ANN BUDNER | ||||||||
| 537 MASSACHUSETTS AVE SUITE 101 | ACTON | MA | 01720 | GOVERNANCE AND GRANT ALLOCATIONS | 2.00 | 0 | 0 | 0 |
| LINDSAY BUCKLE | ||||||||
| 537 MASSACHUSETTS AVE SUITE 101 | ACTON | MA | 01720 | CAMPAIGN CHAIR | 2.00 | 0 | 0 | 0 |
| DIANA COBB | ||||||||
| 537 MASSACHUSETTS AVE SUITE 101 | ACTON | MA | 01720 | GRANT ALLOCATIONS CHAIR | 2.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRpt |
| Made Changes To Orgnzng Etc Doc | 0 | MadeChangesToOrgnzngEtcDoc |
| Organization Had UBI | 0 | OrganizationHadUBI |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtc |
| Direct Indirect Political Expend | 0 | DirectIndirectPoliticalExpend |
| Made Loans To From Officers | 0 | MadeLoansToFromOfficers |
| Tax Imposed Under IRC4911 | 0 | TaxImposedUnderIRC4911 |
| Tax Imposed Under IRC4912 | 0 | TaxImposedUnderIRC4912 |
| Tax Imposed Under IRC4955 | 0 | TaxImposedUnderIRC4955 |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTrans |
| Amount Of Tax Imposed On Org Mgr | 0 | AmountOfTaxImposedOnOrgMgr |
| Amount Of Tax Reimbursed By Org | 0 | AmountOfTaxReimbursedByOrg |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | RACHEL SAGAN | NamePerson |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 537 MASSACHUSETTS AVE SUITE 101 | AddressLine1 |
| City | ACTON | City |
| State | MA | State |
| ZIP Code | 01720 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9782631777 | TelephoneNumber |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Foreign Office | 0 | ForeignOffice |
| Maintain Any Donor Advised Funds | 0 | MaintainAnyDonorAdvisedFunds |
| Does Org Have Hospital | 0 | DoesOrgHaveHospital |
| Tanning Services Provided | 0 | TanningServicesProvided |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Engage Political Cmpgn Activities | 0 | EngagePoliticalCmpgnActivities |
| Engage In Lobbying Activities | 0 | EngageInLobbyingActivities |
| Operating School | 0 | OperatingSchool |
| Trnsfrs Exempt Non Char Related Org | 0 | TrnsfrsExemptNonCharRelatedOrg |
| Part VI Of Comp Of Highest Paid Empl | NONE | PartVIOfCompOfHighestPaidEmpl |
| Part VIA Hghst Paid Cntrct Prof Ser | NONE | PartVIAHghstPaidCntrctProfSer |
| Tot Num Cntrct Pd Over100 K Prof Ser | 0 | TotNumCntrctPdOver100KProfSer |
| Filed Schedule A | 1 | FiledScheduleA |
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 | 188237 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 177414 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 182576 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 185241 | CurrentTaxYearMinus1Year |
| Current Tax Year | 190824 | CurrentTaxYear |
| Total | 924292 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 188237 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 177414 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 182576 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 185241 | CurrentTaxYearMinus1Year |
| Current Tax Year | 190824 | CurrentTaxYear |
| Total | 924292 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 924292 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4263 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2477 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1095 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 636 | CurrentTaxYearMinus1Year |
| Current Tax Year | 433 | CurrentTaxYear |
| Total | 8904 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 933196 | TotalSupport |
| Public Support Pertcentage170 | 0.99050 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.97980 | 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 O IRS990ScheduleO
General Explanation GeneralExplanation (13 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| OTHER INVESTMENT INCOME | FORM 990-EZ, PART I, LINE 4 | INTEREST INCOME 433.. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: ALLOCATION. GRANTEE NAME: GRANTS LESS THAN $5,000. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 31,825. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: ALLOCATION. GRANTEE NAME: METROWEST LEGAL SERVICES, INC. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 6,000. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: ALLOCATION. GRANTEE NAME: ACTON HOUSING AUTHORITY. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 5,000. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: ALLOCATION. GRANTEE NAME: COOPERATIVE ELDER SERVICES, INC. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 10,000. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: ALLOCATION. GRANTEE NAME: DOMESTIC VIOLENCE SERVICES OF CENTRAL MIDDLESEX. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 15,000. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: ALLOCATION. GRANTEE NAME: ELIOT CLINIC. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 15,000. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: ALLOCATION. GRANTEE NAME: MINUTEMAN ARC FOR HUMAN SERVICES. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 14,500. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: ALLOCATION. GRANTEE NAME: MINUTEMAN SENIOR SERVICES. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 10,000. |
| GRANTS AND SIMILAR AMOUNTS PAID | FORM 990-EZ, PART I, LINE 10 | ACTIVITY CLASSIFICATION: ALLOCATION. GRANTEE NAME: ACTON COMMUNITY SUPPER-YIP. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 10,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 117,325. |
| OTHER EXPENSES | FORM 990-EZ, PART I, LINE 16 | DESCRIPTION: CAMPAIGN EXPENSES. AMOUNT: 8,131. DESCRIPTION: CREDIT CARD AND BANK PROCESSING FEES. AMOUNT: 1,925. DESCRIPTION: MISCELLANEOUS. AMOUNT: 1,221. DESCRIPTION: DUES, SUBCRIPTIONS AND ADMINISTRATIVE FEES. AMOUNT: 5,826. DESCRIPTION: WEBSITE DEVELOPMENT / MAINTENANCE. AMOUNT: 2,131. DESCRIPTION: TELEPHONE / UTILITIES. AMOUNT: 1,885. DESCRIPTION: INSURANCE. AMOUNT: 1,050. DESCRIPTION: PAYROLL TAXES. AMOUNT: 2,800. TOTAL TO FORM 990-EZ, LINE 16: 24,969. |
| OTHER ASSETS | FORM 990-EZ, PART II, LINE 24 | DESCRIPTION: SECURITY DEPOSITS. BEG. OF YEAR AMOUNT: 300. END OF YEAR AMOUNT: 1,250. DESCRIPTION: PLEDGES RECEIVABLE. BEG. OF YEAR AMOUNT: 23,033. END OF YEAR AMOUNT: 0. DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 506. END OF YEAR AMOUNT: 847. |
| OTHER LIABILITIES | FORM 990-EZ, PART II, LINE 26 | DESCRIPTION: ACCOUNTS PAYABLE AND ACCRUED EXPENSES. BEG. OF YEAR AMOUNT: 6,150. END OF YEAR AMOUNT: 6,740. |
Transfer Prsnl Bnft Contracts Decl TransferPrsnlBnftContractsDecl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Declaration | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. | Declaration |
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