2013-02-04T08:12:10-06:00 2012-06-30 042713795 MEYERS BROTHERS KALICKA PC 330 WHITNEY AVE SUITE 800 HOLYOKE MA 01040 990 2011-07-01 042152680 UNITED WAY OF PIONEER VALLEY INC UNIT 4137372691 1441 MAIN STREET SUITE 147 SPRINGFIELD MA 01103 BRIAN SMITH 4137372691 2013-01-29 1 RUDY M D'AGOSTINO P00962620 4135368510 2013-01-29 2011 2016-02-25 16:41:14Z BRIAN SMITH 1441 MAIN STREET SUITE 147 SPRINGFIELD MA 01103 5515047 0 X WWW.UWPV.ORG X 1950 MA MOBILIZE PEOPLE AND RESOURCES TO STRENGTHEN COMMUNITIES. 28 28 26 1389 0 0 4273914 4510493 618925 414906 123785 69047 99980 111634 5116604 5106080 2297444 3151263 0 0 1362512 1355497 0 0 522598 813372 889580 4473328 5396340 643276 -290260 8854926 7589222 986562 503822 7868364 7085400 X THE UNITED WAY OF PIONEER VALLEY MOBILIZES PEOPLE AND RESOURCES TO STRENGTHEN OUR COMMUNITIES. 0 1 4060713 3053982 393841 FUNDS DISBURSED TO 501(C)(3) ORGANIZATIONS FOR COMMUNITY SERVICES AND INITIATIVES. ESTIMATED NUMBER OF PEOPLE SERVED IN THE COMMUNITY IS 175,000. 123190 97281 21065 THE WESTERN MASSACHUSETTS NETWORK TO END HOMELESSNESS 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. 4183903 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 27 0 1 26 1 0 0 0 0 0 0 0 0 X 28 28 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X RAYMOND BERRY 4136930231 184 MILL 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 MYRA SMITH 2.00 X 0 0 0 KIMBERLYNN CARTELLI-LIQUORI 2.00 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 ALAN INGRAM 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 DORA ROBINSON 35.00 X 129829 0 10462 RAYMOND BERRY 35.00 X 91839 0 7902 SYLVIA DEHAAS-PHILLIPS 35.00 X 101575 0 17928 323243 0 36292 2 0 0 0 0 10821 4499672 13103 4510493 ADMINISTRATIVE FEES 900099 364974 364974 WESTERN MA NETWORK TO 900099 21065 21065 FINANCIAL LITERACY TRU 900099 20010 20010 HUMAN SERVICE FORUM 900099 8857 8857 414906 67008 67008 349392 347353 2039 2039 2039 173248 61614 111634 111634 5106080 414906 0 180681 3151263 3151263 246066 246066 873456 472265 112043 289148 61351 33059 8052 20240 63854 18466 22638 22750 110770 41435 40965 28370 9614 9614 33700 33700 10190 10190 55960 32066 15489 8405 164436 109571 33498 21367 98644 70733 11270 16641 81276 35650 22025 23601 11432 1837 2909 6686 87013 31965 43639 11409 63231 13138 26591 23502 63016 26739 17740 18537 15821 3475 6442 5904 MA 211 FEES 116683 116683 EQUIPMENT REPAIR & MAIN 36457 12953 11049 12455 MISCELLANEOUS 32262 10559 11779 9924 MEMBERSHIP FEES & DUES 9845 2046 4140 3659 5396340 4183903 689839 522598 52580 580 3198627 2445589 1159202 1028353 388247 34851 43691 47334 922844 472298 302255 450546 1908513 2017865 536611 372802 1265200 1191302 8854926 7589222 143715 96350 185098 110295 45788 37678 582370 223542 29591 35957 986562 503822 X 4871690 4642058 1653103 1171126 1343571 1272216 7868364 7085400 8854926 7589222 X -290260 -492704 X X 0 1 1 X 0 X 4813806 4416168 4395798 4273914 4236894 22136580 4813806 4416168 4395798 4273914 4236894 22136580 5042234 17094346 145449 109211 75213 68996 67008 465877 150491 117645 99980 106960 475076 23077533 2325659 0.74070 0.79860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 3756206 1225 -117778 50210 9259 3580184 3198893 999 567858 11544 3756206 2888194 65284 284387 26641 12331 3198893 3488330 12026 -603928 8234 2888194 0.62300 0.35530 0.02170 1 0 7740 7740 427144 278887 148257 147193 5755 141438 340767 187656 153111 450546 INTEREST AND DIVIDENDS RECEIVABLE 1785 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 1189517 1191302 ACCRUED VACATION 35927 ACCRUED OTHER 30 35957 5106080 5396340 -290260 -96980 -395724 -492704 -782964 4850545 -96980 64785 50259 18064 4832481 273599 273599 5106080 5633509 64785 172384 237169 5396340 0 5396340 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: 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, 2009. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -71,355. TRANSFER OF ASSETS TO HUMAN SERVICE FORUM, INC. -50,770. NET LOSSES FROM UNCOLLECTIBLE PLEDGES -273,599. TOTAL TO SCHEDULE D, PART XI, LINE 8: -395,724. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NET AGAINST INCOME 61,614. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -71,355. INTERFUND TRANSFER 60,000. PART XII, LINE 4B - OTHER ADJUSTMENTS: NET LOSSES FROM UNCOLLECTIBLE PLEDGES 273,599. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NET AGAINST INCOME 61,614. TRANSFER OF ASSETS TO HUMAN SERVICE FORUM 50,770. INTERFUND TRANSFER 60,000. GOLF TOURNAMENT 173248 173248 30000 31614 173248 173248 30000 31614 61614 111634 1 DUNBAR COMMUNITY CENTER 33 OAK ST SPRINGFIELD MA 01109 042313311 501(C)3 52255 COMMUNITY SERVICE YMCA OF GREATER SPRINGFIELD 275 CHESTNUT ST SPRINGFIELD MA 01104 041859893 501(C)3 98335 COMMUNITY SERVICE SPRINGFIELD DAY NURSERY 947 MAIN STREET SPRINGFIELD MA 01103 042103855 501(C)3 70312 COMMUNITY SERVICE MARTIN LUTHER KING JR COMM CENTER PO BOX 91026 SPRINGFIELD MA 01139 042647035 501(C)3 52473 COMMUNITY SERVICE BOYS & GIRLS CLUB OF GREATER HOLYOKE PO BOX 6256 SPRINGFIELD MA 01041 042103792 501(C)3 53446 COMMUNITY SERVICE SPFLD BOY CLUB & CAREW HILL GIRLS CLUB 481 CAREW STREET SPRINGFIELD MA 01104 041858620 501(C)3 76360 COMMUNITY SERVICE SPRINGFIELD GIRLS CLUB FAMILY CENTER 100 ACORN ST SPRINGFIELD MA 01109 042105940 501(C)3 21329 COMMUNITY SERVICE SOUTH END COMMUNITY CENTER 29 HOWARD ST SPRINGFIELD MA 01105 042103854 501(C)3 45964 COMMUNITY SERVICE GIRLS INC OF HOLYOKE PO BOX 6812 HOLYOKE MA 01041 042748244 501(C)3 35537 COMMUNITY SERVICE GREATER HOLYOKE YMCA 171 PINE ST HOLYOKE MA 01040 042192693 501(C)3 27545 COMMUNITY SERVICE GIRL SCOUTS OF CENTRAL & WESTERN MASS 81 GOLD STAR BOULEVARD WORCESTER MA 01606 042103856 501(C)3 30502 COMMUNITY SERVICE BHN LIBERTY STREET CLINIC 417 LIBERTY STREET SPRINGFIELD MA 01104 042103756 501(C)3 16805 COMMUNITY SERVICE FRIENDS OF THE HOMELESS 769 WORTHINGTON ST SPRINGFIELD MA 01105 222786732 501(C)3 27981 COMMUNITY SERVICE BETTER HOMES INC 5 NORTHAMPTON AVENUE SPRINGFIELD MA 01109 046190467 501(C)3 11055 COMMUNITY SERVICE SPFLD VIETNAMESE-AMERICAN CIVIC ASSOC 433 BELMONT AVE SPRINGFIELD MA 01108 043239763 501(C)3 20230 COMMUNITY SERVICE URBAN LEAGUE OF SPRINGFIELD 765 STATE ST SPRINGFIELD MA 01109 042133248 501(C)3 36619 COMMUNITY SERVICE AMERICAN RED CROSSPIONEER VALLEY CHAPTER 506 COTTAGE STREET SPRINGFIELD MA 01104 530196605 501(C)3 213354 COMMUNITY SERVICE AMERICAN RED CROSSWESTFIELD CHAPTER 48 BROAD STREET WESTFIELD MA 01085 530196605 501(C)3 14704 COMMUNITY SERVICE HOMEWORK HOUSE OF HOLYOKE 54 NORTH SUMMER STREET HOLYOKE MA 01040 522666698 501(C)3 10050 COMMUNITY SERVICE BIG BROTHERSBIG SISTERS OF HAMPDEN COUNTY 101 STATE STREET SUITE 601 SPRINGFIELD MA 01103 042800998 501(C)3 43162 COMMUNITY SERVICE BOYS & GIRLS CLUB OF GREATER WESTFIELD 28 W SILVER STREET P O BOX 128 WESTFIELD MA 01086 042464259 501(C)3 40760 COMMUNITY SERVICE CHICOPEE VISITING NURSE ASSOCIATION 2024 WESTOVER ROAD CHICOPEE MA 01022 042103986 501(C)3 6132 COMMUNITY SERVICE CENTER FOR HUMAN DEVELOPMENT 332 BIRNIE AVENUE SPRINGFIELD MA 01107 042503926 501(C)3 32516 COMMUNITY SERVICE RENNIE CENTER FOR EDUCATION RESEARCH & POLICY 131 MOUNT AUBURN STREET CAMBRIDGE MA 02138 510548106 501(C)3 41750 COMMUNITY SERVICE WESTERN MASSACHUSETTS COUNCILBOY SCOUTS OF AMERICA 249 EXCHANGE STREET CHICOPEE MA 01013 042104279 501(C)3 15439 COMMUNITY SERVICE PARTNERS FOR A HEALTHIER COMMUNITY P O BOX 4895 SPRINGFIELD MA 01101 043442182 501(C)3 30000 COMMUNITY SERVICE REGIONAL EMPLOYMENT BOARD OF HAMPDEN COUNTY INC 1441 MAIN STREET SPRINGFIELD MA 01103 222489896 501(C)3 307345 COMMUNITY SERVICE HOLYOKE DAY NURSERY 159 CHESTNUT STREET HOLYOKE MA 01040 042104313 501(C)3 16567 COMMUNITY SERVICE HOLYOKE VISITING NURSES ASSOCIATION INC 113 HAMPDEN STREET HOLYOKE MA 01040 042104310 501(C)3 11496 COMMUNITY SERVICE JEWISH COMMUNITY CENTER OF SPRINGFIELD 1160 DICKINSON STREET SPRINGFIELD MA 01108 042103802 501(C)3 38888 COMMUNITY SERVICE JEWISH FAMILY SERVICE OF WESTERN MASSACHUSETTS 15 LENOX STREET SPRINGFIELD MA 01108 042104352 501(C)3 74727 COMMUNITY SERVICE LUDLOW BOYS & GIRLS CLUB 91 CLAUDIAS WAY LUDLOW MA 01056 042089767 501(C)3 30620 COMMUNITY SERVICE MAB-COMMUNITY SERVICES 267 HIGH STREET HOLYOKE MA 01040 042109859 501(C)3 17032 COMMUNITY SERVICE SPRINGFIELD PARTNERS FOR COMMUNITY ACTION 393 MAIN STREET GREENFIELD MA 01301 042384972 501(C)3 8040 COMMUNITY SERVICE THE MIDAS COLLABORATIVE 20 LINDEN STREET ALLSTON MA 02134 830485169 501(C)3 20500 COMMUNITY SERVICE NORTH END COMMUNITY CENTER 471 PLAINFIELD STREET SPRINGFIELD MA 01107 237371934 501(C)3 15219 COMMUNITY SERVICE PUERTO RICAN CULTURAL CENTER 38 SCHOOL STREET SPRINGFIELD MA 01105 042678310 501(C)3 6000 COMMUNITY SERVICE RIVER VALLEY COUNSELING CENTER 319 BEECH STREET HOLYOKE MA 01040 042174657 501(C)3 20900 COMMUNITY SERVICE SALVATION ARMY - HOLYOKE 271 APPLETON ST HOLYOKE MA 01041 135562351 501(C)3 30721 COMMUNITY SERVICE SALVATION ARMY - SPRINGFIELD AREA SERVICES 170 PEARL STREET SPRINGFIELD MA 01101 135562351 501(C)3 96401 COMMUNITY SERVICE THE CARE CENTER 247 CABOT STREET HOLYOKE MA 01040 042962882 501(C)3 30070 COMMUNITY SERVICE WEST SPRINGFIELD BOYS & GIRLS CLUB 615 MAIN STREET WEST SPRINGFIELD MA 01089 042105827 501(C)3 38932 COMMUNITY SERVICE WOMANSHELTERCOMPANERAS P O BOX 1099 HOLYOKE MA 01041 042716766 501(C)3 56258 COMMUNITY SERVICE YMCA OF GREATER WESTFIELD 67 COURT STREET WESTFIELD MA 01085 042126585 501(C)3 36254 COMMUNITY SERVICE YWCA OF WESTERN MASSACHUSETTS 1 CLOUGH STREET SPRINGFIELD MA 01118 042103858 501(C)3 133756 COMMUNITY SERVICE BLACK MEN OF GREATER SPRINGFIELD 166 TAMARACK DRIVE SPRINGFIELD MA 01129 043210338 501(C)3 5025 COMMUNITY SERVICE CATHOLIC CHARTIES 65 ELLIOT STREET SPRINGFIELD MA 01103 861121553 501(C)3 25000 COMMUNITY SERVICE CHICOPEE CHILD DEVELOPMENT CENTER 989 JAMES STREET CHICOPEE MA 01022 042456912 501(C)3 7771 COMMUNITY SERVICE CHILDREN'S INVESTMENT FUND INC 1 CENTER PLAZA SUITE 350 BOSTON MA 02108 043105358 501(C)3 7500 COMMUNITY SERVICE CHILDREN'S STUDY HOME 44 SHERMAN STREET SPRINGFIELD MA 01109 042105939 501(C)3 7500 COMMUNITY SERVICE COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS 1350 MAIN STREET SPRINGFIELD MA 01103 223089640 501(C)(3) 66666 COMMUNITY SERVICE COMMUNITY LEGAL AID INC 405 MAIN STREET WORCESTER MA 01608 042446242 501(C)(3) 16750 COMMUNITY SERVICE COUNCIL OF CHURCHES OF GREATER SPRINGFIELD 39 OAKLAND STREET SPRINGFIELD MA 01108 042109852 501(C)(3) 5000 COMMUNITY SERVICE CENTER FOR ASSESSMENT AND POLICY DEVELOPMENT 1622 RIVERSIDE DR TRENTON NJ 08618 232525512 501(C)(3) 20000 COMMUNITY SERVICE SPRINGFIELD PUBLIC SCHOOLS 1550 MAIN STREET SPRINGFIELD MA 01103 046001415 PUBLIC SCHOOL 136250 COMMUNITY SERVICE DEVELOP SPRINGFIELD CORPORATION 1182 MAIN STREET SPRINGFIELD MA 01103 263862976 501(C)(3) 20000 COMMUNITY SERVICE EN LACE DE FAMILIAS DE HOLYOKE 299 MAIN STREET HOLYOKE MA 01040 043470427 501(C)(3) 25000 COMMUNITY SERVICE EPISCOPAL DIOCESE OF WESTERN MASSACHUSETTS 37 CHESTNUT STREET SPRINGFIELD MA 01103 042104154 501(C)(3) 21008 COMMUNITY SERVICE FOOD BANK OF WESTERN MASSACHUSETTS P O BOX 160 HATFIELD MA 01038 042751023 501(C)(3) 16750 COMMUNITY SERVICE GASOLINE ALLEY FOUNDATION 250 ALBANY STREET SPRINGFIELD MA 01105 043497449 501(C)(3) 10050 COMMUNITY SERVICE GREATER SPRINGFIELD HABITAT FOR HUMANITY 104 MEMORIAL AVENUE WEST SPRINGFIELD MA 01089 042970982 501(C)(3) 10000 COMMUNITY SERVICE HAMPDEN COUNTY CAREER CENTER INC 850 HIGH STREET HOLYOKE MA 01040 043283306 501(C)(3) 16750 COMMUNITY SERVICE HOLYOKE COMMUNITY COLLEGE FOUNDATION 303 HOMESTEAD AVENUE HOLYOKE MA 01040 237181691 501(C)(3) 25125 COMMUNITY SERVICE HOLYOKE FOOD & FITNESS (HOLYOKE HEALTH CENTER INC) 230 MAPLE STREET HOLYOKE MA 01041 042492730 501(C)(3) 8375 COMMUNITY SERVICE HOLYOKE HEALTH CENTER INC 230 MAPLE STREET HOLYOKE MA 01041 042492730 501(C)(3) 8375 COMMUNITY SERVICE LINK TO LIBRARIES 45 ROCKINGHAM CIRCLE LONGMEADOW MA 01028 263155657 501(C)(3) 5000 COMMUNITY SERVICE MASS MENTORING PARTNERSHIP 105 CHAUNCY STREET SUITE 300 BOSTON MA 02111 223207958 501(C)(3) 22000 COMMUNITY SERVICE MASSACHUSETTS CAREER DEVELOPMENT INSTITUTE 140 WILBRAHAM AVENUE SPRINGFIELD MA 01109 042672603 501(C)(3) 21775 COMMUNITY SERVICE MONSON FREE LIBRARY 2 HIGH STREET MONSON MA 01057 042105892 501(C)(3) 9000 COMMUNITY SERVICE MONSON LONG TERM RECOVERY GROUP P O BOX 315 MONSON MA 01057 222502762 501(C)(3) 7105 COMMUNITY SERVICE NEW ENGLAND BUSINESS ASSOCIATES 66 INDUSTRY AVENUE - SUITE 11 SPRINGFIELD MA 01104 042790394 501(C)(3) 10720 COMMUNITY SERVICE NEW NORTH CITIZENS COUNCIL 2383 MAIN STREET SPRINGFIELD MA 01107 237371934 501(C)(3) 6700 COMMUNITY SERVICE OPEN PANTRY COMMUNITY SERVICES 174 BRUSH HILL AVENUE WEST SPRINGFIELD MA 01089 521084599 501(C)(3) 16750 COMMUNITY SERVICE PIONEER VALLEY COUNCILBOY SCOUTS OF AMERICA 1 ARCH ROAD SUITE 5 WESTFIELD MA 01085 042104279 501(C)(3) 8311 COMMUNITY SERVICE BHN LIBERTY STREET CLINIC (FORMERLY PIONEER VALLEY MENTAL HEALTH CLINIC) 417 LIBERTY STREET SPRINGFIELD MA 01105 042103756 501(C)(3) 49951 COMMUNITY SERVICE UNIVERSITY OF MASSACHUSETTS AMHERST RESEARCH ADMINISTRATION BUILDING 70 BUTTERFIELD TERRACE AMHERST MA 01003 542084125 501(C)(3) 16303 COMMUNITY SERVICE PIONEER VALLEY REGIONAL VENTURES CENTER 1441 MAIN STREET SUITE 111 SPRINGFIELD MA 01103 043560951 501(C)(3) 5000 COMMUNITY SERVICE WORLD IS OUR CLASSROOM 149 HIGH STREET SUITE 220 SPRINGFIELD MA 01040 050570393 501(C)(3) 10000 COMMUNITY SERVICE PRESCHOOL ENRICHMENT TEAM 101 PARK STREET CHELSEA MA 02150 042790929 501(C)(3) 5360 COMMUNITY SERVICE REBUILDING TOGETHER SPRINGFIELD INC 1 FEDERAL STREET BUILDING 101 SPRINGFIELD MA 01105 043172737 501(C)(3) 10000 COMMUNITY SERVICE ROCA 204 BOSTON ROAD SPRINGFIELD MA 01109 223223641 501(C)(3) 16750 COMMUNITY SERVICE SPRINGFIELD CITY LIBRARY 1550 MAIN STREET SPRINGFIELD MA 01103 201207636 501(C)(3) 16750 COMMUNITY SERVICE MASSACHUSETTS TEACHERS ASSOCIATION (SPRINGFIELD EDUCATION ASSOCIATION) 1OOO WILBRAHAM ROAD SPRINGFIELD MA 01109 042935195 501(C)(3) 25000 COMMUNITY SERVICE SPRINGFIELD NEIGHBORHOOD HOUSING SERVICES 721 STATE STREET SPRINGFIELD MA 01109 042658190 501(C)(3) 16750 COMMUNITY SERVICE SPRINGFIELD SCHOOL VOLUNTEERS INC PO BOX 9000 SPRINGFIELD MA 01102 042643527 501(C)(3) 40795 COMMUNITY SERVICE TECHNICAL DEVELOPMENT CORPORATION 31 MILK STREET SUITE 310 BOSTON MA 02109 042441030 501(C)(3) 9060 COMMUNITY SERVICE THE GRAY HOUSE 300 HIGH STREET HOLYOKE MA 01040 042783515 501(C)(3) 7035 COMMUNITY SERVICE UNITED WAY TRICOUNTY 46 PARK STREET FRAMINGHAM MA 01701 042104231 501(C)(3) 12000 COMMUNITY SERVICE VALLEY OPPORTUNITY COUNCIL PO BOX 5127 SPRINGFIELD MA 01101 042692763 501(C)(3) 11545 COMMUNITY SERVICE WEST SIDE NEIGHBOOR REHAB INC 29 CENTRAL STREET SPRINGFIELD MA 01089 060427667 501(C)(3) 22060 COMMUNITY SERVICE WINGS OF LOVE P O BOX 717 WILBRAHAM MA 01095 060979270 501(C)(3) 12587 COMMUNITY SERVICE 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. CHANGES IN PROGRAM SERVICES FORM 990, PART III, LINE 3 THE UNITED WAY OF PIONEER VALLEY HAD PREVIOUSLY HELP RUN A PROGRAM WHERE IT JOINED WITH OTHER NON-PROFIT AGENCIES AND PUBLIC AGENCIES AND INDIVIDUALS TO PROVIDE HUMAN SERVICES IN THE PIONEER VALLEY. THE UNITED WAY WILL NO LONGER BE INVOLVED WITH THE HUMAN SERVICE FORUM AND HAS TRANSFERRED ANY ASSETS ASSOCIATED WITH THIS PROGRAM TO THE HUMAN SERVICE FORUM,INC, FEIN# 00-1060823($50,770 OF ASSETS WERE TRANSFERRED DURING FYE 6/30/12.) 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'S BYLAWS WERE AMENDED ON JUNE 20, 2012 TO: (1) ESTABLISH A RESOURCE DEVELOPMENT COMMITTEE AS A STANDING COMMITTEE OF THE UNITED WAY OF PIONEER VALLEY'S BOARD OF DIRECTORS OF AT LEAST 5 MEMBERS TO OVERSEE RESOURCE DEVELOPMENT STRATEGIES, AND (2) REVISE AND UPDATE THE COMMITTEE DESCRIPTION FOR THE PUBLIC POLICY AND ADVOCACY COMMITTEE TO REFLECT GREATER CLARIFICATION OF THE ROLE OF THE COMMITTEE AND ITS LIMITATIONS AND AUTHORITY. 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 5: NET UNREALIZED LOSSES ON INVESTMENTS: -96,980. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -71,355. TRANSFER OF ASSETS TO HUMAN SERVICE FORUM, INC. -50,770. NET LOSSES FROM UNCOLLECTIBLE PLEDGES -273,599. TOTAL TO FORM 990, PART XI, LINE 5: -492,704. PART XII, LINE 2C: PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.