2012-03-02T16:19:27-06:00 2011-06-30 ALEXANDER ARONSON FINNING & CO PC 21 EAST MAIN STREET WESTBORO MA 01581 990 2010-07-01 042104280 UNITED SOUTH END SETTLEMENTS UNIT 6175368610 566 COLUMBUS AVENUE BOSTON MA 02118 KEVIN LEE HEPNER 6175368610 2012-03-01 1 JOHN FINNING CPA 5083669100 2012-03-01 2010 2016-02-24 21:20:13Z KEVIN LEE HEPNER 566 COLUMBUS AVENUE BOSTON MA 02118 5501108 0 X WWW.USES.ORG X 1959 MA THE MISSION OF UNITED SOUTH END SETTLEMENTS IS TO BUILD A STRONG COMMUNITY BY IMPROVING THE EDUCATION, HEALTH, SAFETY AND ECONOMIC SECURITY OF LOW-INCOME INDIVIDUALS AND FAMILIES IN BOSTON'S HISTORIC SOUTH END/LOWER ROXBURY AND TO SERVE AS A NATIONAL MODEL OF SUCCESSFUL NEIGHBORHOOD ENGAGEMENT. 20 20 91 300 0 0 1914388 2090899 724119 760955 -94364 255091 188593 288996 2732736 3395941 0 0 0 0 2116928 2116407 0 36000 286490 1548692 1668438 3665620 3820845 -932884 -424904 6666312 6930826 540279 579002 6126033 6351824 X THE MISSION OF UNITED SOUTH END SETTLEMENTS IS TO BUILD A STRONG COMMUNITY BY IMPROVING THE EDUCATION, HEALTH, SAFETY AND ECONOMIC SECURITY OF LOW-INCOME INDIVIDUALS AND FAMILIES IN BOSTON'S HISTORIC SOUTH END/LOWER ROXBURY AND TO SERVE AS A NATIONAL MODEL OF SUCCESSFUL NEIGHBORHOOD ENGAGEMENT. 0 0 811356 529712 EARLY CHILDHOOD DEVELOPMENT (CHILD DEVELOPMENT) PROGRAMS FOR INFANTS, TODDLERS AND PRESCHOOLERS ARE DESIGNED TO MEET THE INDIVIDUAL NEEDS OF EACH CHILD. LEARNING MATERIALS ARE CAREFULLY SELECTED SO THAT THE CHILDREN LEARN WHILE THEY PLAY AND EXPLORE THEIR ENVIRONMENT. EACH CLASSROOM HAS ITS OWN HANDS ON, DEVELOPMENTALLY APPROPRIATE CURRICULUM DESIGNED TO PREPARE CHILDREN FOR THE NEXT LEVEL OF LEARNING. WE OFFER INCOME-ELIGIBLE, VOUCHER, AND PRIVATE PAY SLOTS. 440564 THE COMMUNITY CENTER PROGRAM PROVIDES MEETING SPACE TO COMMUNITY GROUPS AND OTHER NONPROFIT ORGANIZATIONS. THE CIVIC ENGAGEMENT INITIATIVE BRINGS TOGETHER COMMUNITY ASSETS TO BUILD RELATIONSHIPS AND PARTNERSHIPS AMONG COMMUNITY PARTNERS IN THE SOUTH END AND LOWER ROXBURY. 386548 THE ADULT BASIC EDUCATION PROGRAM (EDUCATION AND TRAINING) PROVIDES BEGINNING LITERACY, PRE-GED, GED-PREPARATION, AND ADULT DIPLOMA CLASSES TO ADULTS. 1308952 231243 1308952 231243 2947420 1 1 0 0 0 0 0 1 1 1 1 0 0 1 1 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 35 0 1 91 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X KEVIN HEPNER 6175368610 566 COLUMBUS AVENUE BOSTON MA 02118 SABRINA M WILLIAMS 2.00 X 0 0 0 CLAUDIA SWAN 2.00 X X 0 0 0 WILLIAM G MESERVE 2.00 X X 0 0 0 CURTIS BLYDEN 2.00 X 0 0 0 CHRISTOPHER CATO 2.00 X 0 0 0 CARL DRAYTON LONG 2.00 X X 0 0 0 HARRIET FINKLESTEIN 2.00 X 0 0 0 AISHA FRANCIS 2.00 X X 0 0 0 SEAN ARMSTRONG 2.00 X 0 0 0 ROBERT C JOHNSON JR 2.00 X 0 0 0 KENNETH KRUCKEMEYER 2.00 X 0 0 0 LISA H STONE 2.00 X 0 0 0 JOAN TIFFANY 2.00 X 0 0 0 JAMES F WADE 2.00 X X 0 0 0 MAUREEN E KANE 2.00 X 0 0 0 CHRISTINE ALAIMO 2.00 X 0 0 0 SCOTLAND M WILLIS 2.00 X 0 0 0 ALETHEA PIETERS 2.00 X 0 0 0 FIDEL VASQUEZ 2.00 X 0 0 0 ROBYN GLOVER 2.00 X 0 0 0 KEVIN L HEPNER 45.00 X 121082 0 6931 121082 0 6931 1 0 0 0 0 109704 9355 1102888 868952 2090899 PROGRAM SERVICE FEES 900099 760955 760955 760955 64314 64314 220819 220819 220819 220819 2267834 2077057 190777 190777 190777 92190 9355 28110 64080 64080 MISCELLANEOUS 900099 4097 4097 4097 3395941 760955 0 544087 129931 129931 1656366 1422437 96514 137415 203198 185179 5790 12229 126912 102263 15316 9333 12250 12250 32284 32284 36000 36000 24381 24381 493507 311890 152431 29186 2870 1995 160 715 90266 43440 10952 35874 186528 186528 33212 32010 1163 39 14577 14577 315766 315766 69171 63260 5911 FOOD 149648 145701 3015 932 MAINTENANCE 68829 68829 DUES AND TRAINING 32962 23955 1895 7112 BANK FEES 19199 19199 EQUIPMENT/FURNISHINGS 9319 8749 470 100 113669 35418 60696 17555 3820845 2947420 586935 286490 216370 205616 139122 450216 1364 11650 123210 209748 1558 4228 96058 155234 8204769 5876887 2487805 2327882 2670281 3161102 930544 405150 6666312 6930826 129846 78155 350000 400000 60433 100847 540279 579002 X 5916248 6022638 133424 252825 76361 76361 6126033 6351824 6666312 6930826 X -424904 650695 X X 0 1 1 X 1 1 X 2782391 2669294 2258097 1914388 2090899 11715069 418980 490226 609343 709271 760955 2988775 3201371 3159520 2867440 2623659 2851854 14703844 0 0 0 14703844 750968 491150 256359 106980 64314 1669771 750968 491150 256359 106980 64314 1669771 18892 782 4798 2097 4097 30666 3971231 3651452 3128597 2732736 2920265 16404281 0.89630 0.87300 0.10180 0.12540 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 29747 14330 17927 26150 0 2664861 0 604661 0 607012 0 2662510 3725472 192068 1252679 2664861 4768116 -1286348 -243704 3725472 0.98450 0.01550 0 0 111960 111960 2046661 1789338 257323 5228789 3414252 1814537 666066 526322 139744 151293 146975 4318 2327882 MUTUAL FUNDS 405150 F 405150 FISCAL AGENT FUNDS 26150 DEFERRED COMPENSATION 20995 LONG TERM DEBT 53702 100847 3395941 3820845 -424904 650695 650695 225791 4052183 650695 1818 652513 3399670 24381 -28110 -3729 3395941 3826392 1818 28110 29928 3796464 24381 24381 3820845 PART IV, LINE 1B: THE ORGANIZATION ACTS AS A LEAD FISCAL AGENT AND HOLDS FUNDS ON BEHALF OF THREE ORGANIZATIONS IN BOSTON. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS REPRESENT PERMANENTLY RESTRICTED CONTRIBUTIONS FOR WHICH THE PRINCIPAL MUST BE HELD AS A PERMANENT SOURCE OF INCOME FOR THE CHILDREN'S ART CENTER. THE REMAINING PORTION OF THE ENDOWMENT FUNDS REPRESENTS A BOARD DESIGNATED ENDOWMENT TO BE INVESTED IN A LONG-TERM INVESTMENT PORTFOLIO. THE ORGANIZATION HAS A SPENDING POLICY UNDER WHICH 5% OF THE AVERAGE FAIR MARKET VALUE OF THE BOARD DESIGNATED ENDOWMENT FOR THE PREVIOUS THREE YEARS CAN BE USED TO SUPPORT OPERATIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: USES FOLLOWS THE U.S. GAAP STANDARDS FOR ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES WHICH REQUIRES USES TO REPORT UNCERTAIN TAX POSITIONS, RELATED INTEREST AND PENALTIES, AND TO ADJUST ITS UNRECOGNIZED TAX BENEFITS AND ACCRUED INTEREST AND PENALTIES ACCORDINGLY. AS OF JUNE 30, 2011, USES DETERMINED THAT THERE ARE NO MATERIAL UNRECOGNIZED TAX BENEFITS TO REPORT. USES FILES INFORMATION RETURNS IN THE UNITED STATES FEDERAL AND MASSACHUSETTS STATE JURISDICTIONS. THESE RETURNS ARE GENERALLY SUBJECT TO EXAMINATION BY TAX AUTHORITIES FOR THE LAST THREE YEARS. PART XII, LINE 4B AND PART XIII LINE 2D: THIS REPRESENTS FUNDRAISING EVENT EXPENSES THAT ARE NETTED WITH REVENUE ON THE 990, AND ARE INCLUDED IN EXPENSES ON THE FINANCIAL STATEMENTS. X X X X X 1 CHRISTINE PAUL 566 COLUMBUS AVENUE BOSTON MA 02118 DIRECTOR OF DEVELOPMENT 0 167235 36000 131235 167235 36000 131235 MA BREWERS NIGHT 9330 5130 4200 2686 STEP ON BOARD 92215 4225 87990 25424 101545 9355 92190 28110 28110 64080 FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS REVIEWED BY THE FINANCE DIRECTOR, PRESIDENT/CEO, FINANCE/AUDIT COMMITTEE, AND THE CHAIRMAN OF THE BOARD BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE FINANCE DIRECTOR, THE PRESIDENT/CEO, AND THE BOARD OF DIRECTORS REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS DETERMINES AND APPROVES THE COMPENSATION FOR THE ORGANIZATION'S PRESIDENT/CEO AND OTHER TOP MANAGEMENT OFFICIALS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST OR THROUGH THE GUIDESTAR WEBSITE. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 650,695. OVERSIGHT OF AUDIT FORM990, PART XII, LINE 2C: PROCESS DID NOT CHANGE FROM PRIOR YEAR.