UNITED WAY OF GREATER FALL RIVER INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF GREATER FALL RIVER INC (EIN 04-2104026)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-04-17
- IRS object ID
- 201231109349300118
- 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 | 2012-04-17T13:24:39-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 041617630 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEYER REGAN & WILNER LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 831 | AddressLine1 |
| City | FALL RIVER | City |
| State | MA | State |
| ZIP Code | 027220831 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 042104026 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF GREATER FALL RIVER INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 5086788361 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 NORTH MAIN STREET PO BOX 2550 | AddressLine1 |
| City | FALL RIVER | City |
| State | MA | State |
| ZIP Code | 02722 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GERARD HAJDER | Name |
| Title | TREASURER | Title |
| Phone | 5086788361 | Phone |
| Date Signed | 2012-04-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MELISSA B KENYON | Name |
| PTIN | P01272045 | PTIN |
| Phone | 5086796451 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | GERARD HAJDER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 NORTH MAIN STREET PO BOX 2550 | AddressLine1 |
| City | FALL RIVER | City |
| State | MA | State |
| ZIP Code | 02722 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 3065397 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | UWGFR.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1957 | YearFormation |
| State Legal Domicile | MA | StateLegalDomicile |
| Activity Or Mission Description | THE PURPOSE OF THIS ORGANIZATION SHALL BE TO RAISE FUNDS; TO SOLICIT, RECEIVE AND HOLD MONEY AND OTHER PROPERTY, BOTH REAL AND PERSONAL, ACQUIRED BY GIFT, CONTRIBUTIONS, BEQUEST, DEVISE OR OTHERWISE; TO SELL AND CONVEY REAL PROPERTY SO ACQUIRED; TO DISBURSE AND DISTRIBUTE THE SAID FUNDS FOR THE FINANCIAL SUPPORT, IN WHOLE OR IN PART, OF LOCAL PROGRAMS CONDUCTED BY SOCIAL AGENCIES FOR CHARITABLE, HEALTH, WELFARE, RECREATIONAL AND ALLIED PURPOSES IN THE GREATER FALL RIVER AREA; TO PROVIDE THE PLANS, FACILITIES, MANPOWER AND COMMUNITY LEADERSHIP FOR AN ANNUAL UNIFIED FUND RAISING CAMPAIGN; TO EFFECTIVELY PLAN AND EXECUTE A BALANCED PROGRAM OF SOCIAL SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 34 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 34 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7 | TotalNbrEmployees |
| Total Nbr Volunteers | 60 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1405057 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1730049 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 49305 | InvestmentIncomePriorYear |
| Investment Income Current Year | 199254 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 1454362 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1929303 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1035946 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1045754 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 371751 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 366160 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 221778 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 156731 | OtherExpensePriorYear |
| Other Expenses Current Year | 142232 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 1564428 | TotalExpensesPriorYear |
| Total Expenses Current Year | 1554146 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -110066 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 375157 | RevenuesLessExpensesCY |
| Total Assets BOY | 6075791 | TotalAssetsBOY |
| Total Assets EOY | 6258501 | TotalAssetsEOY |
| Total Liabilities BOY | 296076 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 224843 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5779715 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 6033658 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE PURPOSE OF THIS ORGANIZATION SHALL BE TO RAISE FUNDS; TO SOLICIT, RECEIVE AND HOLD MONEY AND OTHER PROPERTY, BOTH REAL AND PERSONAL, ACQUIRED BY GIFT, CONTRIBUTIONS, BEQUEST, DEVISE OR OTHERWISE; TO SELL AND CONVEY REAL PROPERTY SO ACQUIRED; TO DISBURSE AND DISTRIBUTE THE SAID FUNDS FOR THE FINANCIAL SUPPORT, IN WHOLE OR IN PART, OF LOCAL PROGRAMS CONDUCTED BY SOCIAL SERVICE AGENCIES FOR CHARITABLE, HEALTH, WELFARE, RECREATIONAL AND ALLIED PURPOSES IN THE GREATER FALL RIVER AREA; TO PROVIDE THE PLANS, FACILITIES, MANPOWER AND COMMUNITY LEADERSHIP FOR AN ANNUAL UNIFIED FUND RAISING CAMPAIGN; TO EFFECTIVELY PLAN AND EXECUTE A BALANCED PROGRAM OF SOCIAL SERVICES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 1045024 | Expense |
| Grants | 1045024 | Grants |
| Description | DISTRIBUTED 71.3% OF PRIOR YEAR NET CAMPAIGN TO MANY HEALTH AND HUMAN SERVICE AGENCIES WHICH ASSIST A WIDE VARIETY OF PEOPLE IN GREATER FALL RIVER. THE PRIMARY FUNDING IS ALLOCATED TO 17 AGENCIES AND PROGRAMS FOLLOWING A COMPREHENSIVE PROGRAM AND FINANCIAL REVIEW PROCESS. SECONDARY FUNDING IS PROVIDED TO A GROUP OF 14 AGENCIES AND PROGRAMS, AS DESIGNATED TO THE AGENCIES BY OUR DONORS. ADDITIONALLY, FUNDING IS PROVIDED, THROUGH A COMPETITIVE GRANT PROCESS, FOR SPECIAL PROJECTS OR PROGRAMS THAT BENEFIT THE COMMUNITY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 80574 | Expense |
| Grants | 730 | Grants |
| Description | INFOLINE: PROVIDES AN INFORMATION AND REFERRAL SERVICE THROUGH DIRECT CALLS TO OUR OFFICE (APPROXIMATELY 98 SUCH CALLS IN 2011), OR THROUGH A REFERRAL TO THE STATE-WIDE I & R SERVICE - MASS 211(OVER 550 LOCAL CALLS IN 2011). WE ARE A FINANCIAL CONTRIBUTOR AND A CO-SPONSOR OF THE 211 SERVICE. ADDITIONALLY, WE PROVIDED ABOUT 9,500 BROCHURES AND DIRECTORIES TO THE COMMUNITY AS ADDITIONAL I & R, AND AS PART OF THE EDUCATIONAL PROCESS FOR THE COMMUNITY, BRINGING AWARENESS OF THE AVAILABILITY OF SOCIAL AND HEALTH AND HUMAN SERVICES FOR THOSE IN NEED. WE ALSO HAVE A VERY ACTIVE "TRAVELERS AID" PROGRAM THAT PROVIDES BUS VOUCHERS (45 IN 2011) FOR INDIVIDUALS AND FAMILIES WHO ARE STRANDED IN OUR COMMUNITY, WHO WISH TO RETURN HOME. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1125598 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 7 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 34 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 34 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | MA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PATRICIA BERNIER FIN DIRECTOR | NamePerson |
| Telephone Number | 5086788361 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 NO MAIN ST PO BOX 2550 | AddressLine1 |
| City | FALL RIVER | City |
| State | MA | State |
| ZIP Code | 02722 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (36 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| NICHOLAS M CHRIST | ||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | |
| REBECCA COLLINS | ||||||
| SECRETARY | 0.30 | X | 0 | 0 | 0 | X |
| RAYMOND DIONNE | ||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | |
| JACKIE EINSTEIN | ||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | |
| STEPHEN C WILLIAMS | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| REV DR ROBERT P LAWRENCE | ||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | |
| SANDRA FITZSIMMONS | ||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | |
| WANDA I GONZALEZ | ||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | |
| GERARD R HAJDER | ||||||
| TREASURER | 0.50 | X | 0 | 0 | 0 | X |
| MICHELLE PELLETIER | ||||||
| DIRECTOR | 0.40 | X | 0 | 0 | 0 | |
| GEORGE OLIVEIRA | ||||||
| DIRECTOR | 0.40 | X | 0 | 0 | 0 | |
| JO ANN BENTLEY | ||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | |
| RICHARD BEAULIEU | ||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | |
| DAVID DEJESUS | ||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | |
| LISA HERMENAU | ||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | |
| JAMES WALLACE | ||||||
| BOARD CHAIRMAN | 1.10 | X | 0 | 0 | 0 | X |
| MICHAEL MCDONALD | ||||||
| DIRECTOR | 0.70 | X | 0 | 0 | 0 | |
| JASON RUA | ||||||
| DIRECTOR | 0.40 | X | 0 | 0 | 0 | |
| LISA LUNDY-KUSINITZ | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| EVA CABRAL | ||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | |
| MARY-LOU MANCINI | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| STANLEY KOPPELMAN | ||||||
| VICE PRESIDENT/DIRECTOR | 0.20 | X | 0 | 0 | 0 | X |
| DR JOHN SBREGA | ||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | |
| CAROL VALCOURT | ||||||
| VICE PRESIDENT | 0.30 | X | 0 | 0 | 0 | X |
| BARRY BIBEAU | ||||||
| ASSISTANT SECRETARY | 0.30 | X | 0 | 0 | 0 | X |
| ROBERT W MICHAUD | ||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | |
| JAMES H KAY | ||||||
| ASSISTANT TREASURER | 0.30 | X | 0 | 0 | 0 | X |
| MONTE FERRIS | ||||||
| DIRECTOR | 0.10 | X | 0 | 0 | 0 | |
| GEORGE MERCIER | ||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | |
| JORGELINA MOREIRA | ||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | |
| GEORGE SHAKER | ||||||
| DIRECTOR | 0.30 | X | 0 | 0 | 0 | |
| DANIEL ABRAHAM | ||||||
| DIRECTOR | 0.80 | X | 0 | 0 | 0 | |
| ALISON BOUCHARD | ||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | |
| CHRIS LAFRANCE | ||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | |
| MARTA MONTLEON | ||||||
| DIRECTOR | 0.20 | X | 0 | 0 | 0 | |
| ROBERT HORNE | ||||||
| EXECUTIVE DIRECTOR | 40.00 | 89528 | 0 | 25551 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 89528 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 25551 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Federated Campaigns | 159029 | FederatedCampaigns |
| All Other Contributions | 1571020 | AllOtherContributions |
| Total Contributions | 1730049 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 124204 | TotalRevenueColumn |
| Exclusion | $124,204 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1211144 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1136094 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 75050 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 75050 | TotalRevenueColumn |
| Exclusion | $75,050 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1929303 | TotalRevenueColumn |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $199,254 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1045024 | Total |
| Program Services | 1045024 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 730 | Total |
| Program Services | 730 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120904 | Total |
| Program Services | 24181 | ProgramServices |
| Management And General | 72542 | ManagementAndGeneral |
| Fundraising | 24181 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173847 | Total |
| Program Services | 28032 | ProgramServices |
| Management And General | 48681 | ManagementAndGeneral |
| Fundraising | 97134 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19574 | Total |
| Program Services | 3308 | ProgramServices |
| Management And General | 3249 | ManagementAndGeneral |
| Fundraising | 13017 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30662 | Total |
| Program Services | 5423 | ProgramServices |
| Management And General | 5834 | ManagementAndGeneral |
| Fundraising | 19405 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21173 | Total |
| Program Services | 3737 | ProgramServices |
| Management And General | 7849 | ManagementAndGeneral |
| Fundraising | 9587 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4751 | Total |
| Management And General | 4751 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11600 | Total |
| Management And General | 11600 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18766 | Total |
| Program Services | 74 | ProgramServices |
| Management And General | 18692 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7385 | Total |
| Program Services | 5498 | ProgramServices |
| Management And General | 236 | ManagementAndGeneral |
| Fundraising | 1651 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25897 | Total |
| Program Services | 2555 | ProgramServices |
| Management And General | 8253 | ManagementAndGeneral |
| Fundraising | 15089 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4385 | Total |
| Program Services | 509 | ProgramServices |
| Management And General | 1512 | ManagementAndGeneral |
| Fundraising | 2364 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41751 | Total |
| Program Services | 3964 | ProgramServices |
| Management And General | 15068 | ManagementAndGeneral |
| Fundraising | 22719 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1388 | Total |
| Program Services | 199 | ProgramServices |
| Management And General | 375 | ManagementAndGeneral |
| Fundraising | 814 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1200 | Total |
| Program Services | -35 | ProgramServices |
| Management And General | 478 | ManagementAndGeneral |
| Fundraising | 757 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15291 | Total |
| Program Services | 1781 | ProgramServices |
| Management And General | 5194 | ManagementAndGeneral |
| Fundraising | 8316 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3321 | Total |
| Fundraising | 3321 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2573 | Total |
| Program Services | 446 | ProgramServices |
| Management And General | 918 | ManagementAndGeneral |
| Fundraising | 1209 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| AWARDS & GIFTS TO CONTR | 1999 | 94 | 475 | 1430 |
| MISCELLANEOUS | 1009 | 78 | 682 | 249 |
| DUES | 916 | 381 | 535 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1554146 | Total |
| Program Services | 1125598 | ProgramServices |
| Management And General | 206770 | ManagementAndGeneral |
| Fundraising | 221778 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100 | BOY |
| EOY | 100 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1022218 | BOY |
| EOY | 931506 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 874690 | BOY |
| EOY | 815566 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 316 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 62121 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 50779 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4570 | BOY |
| EOY | 11342 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3222899 | BOY |
| EOY | 3528378 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 951314 | BOY |
| EOY | 971293 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6075791 | BOY |
| EOY | 6258501 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 728 | BOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52009 | BOY |
| EOY | 46583 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 243339 | BOY |
| EOY | 178260 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 296076 | BOY |
| EOY | 224843 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1798486 | BOY |
| EOY | 1811473 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 953571 | BOY |
| EOY | 1174896 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3027658 | BOY |
| EOY | 3047289 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5779715 | BOY |
| EOY | 6033658 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6075791 | BOY |
| EOY | 6258501 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 375157 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -121214 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
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 | 1688353 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1773290 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1843882 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1405057 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1730049 | CurrentTaxYear |
| Total | 8440631 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1688353 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 1773290 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1843882 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1405057 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1730049 | CurrentTaxYear |
| Total | 8440631 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 563201 | AmountsSubstContributorsTotal |
| Public Support Total170 | 7877430 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 112371 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 128917 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 113491 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 106007 | CurrentTaxYearMinus1Year |
| Current Tax Year | 124204 | CurrentTaxYear |
| Total | 584990 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | -262 | CurrentTaxYearMinus2Years |
| Total | -262 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 9025359 | TotalSupport |
| Public Support Pertcentage170 | 0.87280 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.87700 | 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 D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3222899 | BeginningOfYearBalance |
| Contributions | 500000 | Contributions |
| Investment Earnings Or Losses | -23545 | InvestmentEarningsOrLosses |
| Other Expenditures | 170976 | OtherExpenditures |
| End Of Year Balance | 3528378 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2965726 | BeginningOfYearBalance |
| Contributions | 100000 | Contributions |
| Investment Earnings Or Losses | 325075 | InvestmentEarningsOrLosses |
| Other Expenditures | 167902 | OtherExpenditures |
| End Of Year Balance | 3222899 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 2555291 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 573715 | InvestmentEarningsOrLosses |
| Other Expenditures | 163280 | OtherExpenditures |
| End Of Year Balance | 2965726 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 3319808 | BeginningOfYearBalance |
| Contributions | 315000 | Contributions |
| Investment Earnings Or Losses | 896324 | InvestmentEarningsOrLosses |
| Other Expenditures | 182386 | OtherExpenditures |
| Administrative Expenses | 807 | AdministrativeExpenses |
| End Of Year Balance | 2555291 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.41330 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.58670 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.00000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 62121 | OtherCostOrOtherBasis |
| Depreciation | 50779 | Depreciation |
| Book Value | 11342 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 11342 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| C.S.V. LIFE INSURANCE | 11715 |
| CONTRIBUTIONS RECEIVABLE FROM CHARITABLE REMAINDER TRUSTS | 241697 |
| BENEFICIAL INTEREST IN PERPETUAL TRUST | 715736 |
| SECURITY DEPOSIT | 2145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 971293 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DESIGNATIONS PAYABLE | $157,258 |
| ANNUITY PAYMENT LIABILITY | $21,002 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 178260 | TotalOfAmounts |
| Total Revenue | 1929303 | TotalRevenue |
| Total Expenses | 1554146 | TotalExpenses |
| Excess Or Deficit For Year | 375157 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -195389 | NetUnrealizedGLOnInvestments |
| Other | $74,175 | OtherAmount |
| Total Adjustments | -121214 | TotalAdjustments |
| Excess Or Deficit Per FS | 253943 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 1586792 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -195389 | NetUnrealizedGainsInvestments |
| Other Revenues | 18127 | OtherRevenues |
| Revenue Not Rptd F990 | -177262 | RevenueNotRptdF990 |
| Revenue Subtotal | 1764054 | RevenueSubtotal |
| Other Revenues Not Included | 165249 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 165249 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1929303 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 1332849 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 1332849 | ExpensesSubtotal |
| Other Expenses Not Included | 221297 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 221297 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 1554146 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE UNITED WAY'S ENDOWMENT FUNDS ARE HANDLED IN TWO WAYS. A PORTION OF THE ENDOWMENT FUNDS ARE RESTRICTED BY THE DONORS TO BE USED FOR SPECIFIC SERVICES IN THE COMMUNITY. A PERCENTAGE OF THESE FUNDS (AS ANNUALLY DETERMINED BY THE BOARD OF DIRECTORS) ARE MADE AVAILABLE TO THE COMMUNITY THROUGH OUR COMMUNITY IMPACT GRANTS PROGRAM. THE AMOUNT AVAILABLE FOR USE WAS $41,525 IN 2011. A GREATER PORTION OF THE ENDOWMENT FUND ($129,853) IS USED TO OFFSET OPERATING EXPENSES OF THE UNITED WAY, THEREBY ALLOWING MORE DONOR DOLLARS TO BE USED FOR FUNDING SERVICES AND PROGRAMS. THESE FUNDS ARE ALSO MADE AVAILABLE BY A PERCENTAGE OF THE ENDOWMENT FUNDS (AS ANNUALLY DETERMINED BY THE BOARD OF DIRECTORS). |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE PRIMARY TAX POSITIONS MADE BY THE ORGANIZATION ARE THE EXISTENCE OF UNREALIZED BUSINESS INCOME AND THE ORGANIZATION'S STATUS AS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION'S POLICY IS TO ANALYZE AND EVALUATE ITS TAX POSITIONS FOR ALL OPEN YEARS AND MAKE A DETERMINATION REGARDING THE LIKELIHOOD OF THOSE POSITIONS BEING HELD UNDER REVIEW. FOR THE YEARS PRESENTED, THE ORGANIZATION HAS NOT RECOGNIZED ANY TAX BENEFITS OR LOSS CONTINGENCIES FOR UNCERTAIN TAX POSITIONS BASED ON THIS EVALUATION. THE ORGANIZATION'S FORMS 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, FOR THE YEARS ENDING 2008, 2009, 2010 AND 2011 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR 3 YEARS AFTER THEY WERE FILED. |
| PART XI, LINE 8 - OTHER ADJUSTMENTS: | REVALUATION ADJUSTMENT OF BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 23,559. CHANGE IN VALUES OF SPLIT-INTEREST AGREEMENTS -5,432. TIMING DIFFERENCE - FASB 136 FOR DESIGNATIONS 56,048. TOTAL TO SCHEDULE D, PART XI, LINE 8: 74,175. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | REVALUATION ADJUSTMENT OF BENEFICIAL INTEREST IN PERPETUAL TRUSTS 23,559. CHANGE IN VALUES OF SPLIT-INTEREST AGREEMENTS -5,432. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | AMOUNT DESIGNATED BY DONORS 165,249. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | AMOUNT DESIGNATED BY DONORS 221,297. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (28 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 995 ROCKDALE AVENUE | NEW BEDFORD | MA | 02740 | 530196605 | 501(C)(3) | 19000 | DISASTER SUPPORT |
| ASSOC FOR RETARDED CITIZENS | |||||||
| PO BOX 1943 | FALL RIVER | MA | 02722 | 042278687 | 501(C)(3) | 50575 | GENERAL SUPPORT |
| BIG FRIENDS LITTLE FRIENDS | |||||||
| 229 FLINT STREET | FALL RIVER | MA | 02723 | 042104058 | 501(C)(3) | 57364 | MENTORING |
| COMMUNITY DEVELOPMENT & RECREATION | |||||||
| 72 BANK STREET | FALL RIVER | MA | 02720 | 042491918 | 501(C)(3) | 25207 | COMPUTER LAB |
| DIABETES ASSOC OF GREATER FALL RIVER | |||||||
| 170 PLEASANT STREET | FALL RIVER | MA | 02720 | 042665107 | 501(C)(3) | 70900 | DIABETES/HEALTH |
| FALL RIVER YMCA | |||||||
| 199 NO MAIN STREET | FALL RIVER | MA | 02720 | 042104749 | 501(C)(3) | 14375 | RECREATION |
| FAMILY SERVICE ASSOCIATION | |||||||
| 151 ROCK STREET | FALL RIVER | MA | 02720 | 042104058 | 501(C)(3) | 67215 | MENTAL HEALTH |
| KING PHILIPS COMMUNITY HOUSE | |||||||
| 334 TUTTLE STREET | FALL RIVER | MA | 02724 | 042313397 | 501(C)(3) | 24848 | CHILD CARE |
| NINTH STREET DAY NURSERY | |||||||
| 533 HIGHLAND AVENUE | FALL RIVER | MA | 02720 | 042223500 | 501(C)(3) | 20820 | CHILD CARE |
| PEOPLE INC | |||||||
| 1040 EASTERN AVENUE | FALL RIVER | MA | 02723 | 042447216 | 501(C)(3) | 73529 | GENERAL SUPPORT |
| SERJOBS FOR PROGRESS | |||||||
| 164 BEDFORD STREET | FALL RIVER | MA | 02720 | 042664574 | 501(C)(3) | 60644 | JOB SUPPORT |
| SOUTHEAST REGIONAL NETWORK | |||||||
| 100 NORTH FRONT STREET | NEW BEDFORD | MA | 02740 | 042718347 | 501(C)(3) | 10000 | SHELTER SERVICES |
| STANLEY STREET TREATMENT CENTER | |||||||
| 386 STANLEY STREET | FALL RIVER | MA | 02720 | 042604426 | 501(C)(3) | 50581 | HEALTH CLINIC |
| STEPPINGSTONE INC | |||||||
| 466 MAIN STREET | FALL RIVER | MA | 02720 | 042505146 | 501(C)(3) | 33172 | SUBSTANCE ABUSE |
| THE SAMARITANS | |||||||
| PO BOX 9642 | FALL RIVER | MA | 02720 | 222474826 | 501(C)(3) | 31986 | GENERAL SUPPORT |
| THOMAS CHEW BOYS & GIRLS CLUB | |||||||
| PO BOX 5155 | FALL RIVER | MA | 02722 | 042103923 | 501(C)(3) | 105170 | RECREATION |
| UNITED PARTNERSHIPS | |||||||
| 1040 EASTERN AVENUE | FALL RIVER | MA | 02723 | 042447216 | 501(C)(3) | 62300 | EDUCATION/YOUTH |
| WORD INC | |||||||
| 951 SLADE STREET | FALL RIVER | MA | 02724 | 042679578 | 501(C)(3) | 39185 | CHILD CARE |
| KATIE BROWN EDUCATIONAL PROGRAM | |||||||
| 139 SOUTH MAIN STREET | FALL RIVER | MA | 02721 | 450480658 | 501(C)(3) | 8854 | YOUTH VIOLENCE |
| GFR COMMUNITY FOOD PANTRY | |||||||
| 78 BRAMBLE WAY | TIVERTON | RI | 02878 | 223128989 | 501(C)(3) | 23650 | FOOD GRANT |
| VETERANS ASSOCIATION OF BRISTOL COUNTY | |||||||
| 755 PINE STREET | FALL RIVER | MA | 02722 | 042977737 | 501(C)(3) | 13925 | DIRECT DESIGNATIONS |
| A WISH COME TRUE | |||||||
| 1010 WARWICK AVE | WARWICK | RI | 02888 | 050398808 | 501(C)(3) | 15477 | DIRECT DESIGNATIONS |
| HOSPICE OUTREACH | |||||||
| 200 MILL ROAD SUITE 120 | FAIRHAVEN | MA | 02719 | 042105745 | 501(C)(3) | 7988 | DIRECT DESIGNATIONS |
| FALL RIVER COMMUNITY SOUP KITCHEN | |||||||
| 44 IRISH STREET | FALL RIVER | MA | 02720 | 042790780 | 501(C)(3) | 9000 | FOOD ASSISTANCE |
| BIG BROTHERSBIG SISTERS NEW BEDFORD | |||||||
| 800 PURCHASE STREET | NEW BEDFORD | MA | 02740 | 042104754 | 501(C)(3) | 5000 | DIRECT DESIGNATIONS |
| SOUTHCOAST VISITING NURSE ASSN | |||||||
| 1822 NORTH MAIN STREET | FALL RIVER | MA | 02720 | 042105745 | 501(C)(3) | 9522 | DIRECT DESIGNATIONS |
| FELLOWSHIP HEALTH RESOURCES | |||||||
| 480 STANLEY STREET | FALL RIVER | MA | 02720 | 050373414 | 501(C)(3) | 5150 | HEALTH INITIATIVE |
| FIRST STEP INN | |||||||
| 175 NORTH MAIN STREET | FALL RIVER | MA | 02720 | 042505146 | 501(C)(3) | 7000 | FOOD GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 28 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: PROCEDURES ARE IN PLACE TO MONITOR GRANTS AND ALLOCATIONS, BUT IN DIFFERENT WAYS. THE UNITED WAY UNDERTAKES A COMPREHENSIVE REVIEW PROCESS OF ITS MEMBER AGENCIES, PRIOR TO APPROVAL AND DISTRIBUTION OF FUNDS. DETAILED FINANCIAL REPORTS SUPPORTING PRIOR YEAR ALLOCATIONS ARE REVIEWED IN THIS PROCESS, SUPPORTED BY RECEIPT OF AUDITED FINANCIAL STATEMENTS (OR A LEVEL OF INDEPENDENTLY PREPARED FINANCIAL STATEMENTS DEPENDING ON THE LEVEL OF FUNDING PROVIDED TO THE AGENCY). WITH THE EXCEPTION OF A SMALL AMOUNT OF GRANTS TO LOCAL FOOD PANTRIES AND SOUP KITCHENS (WHICH REQUIRE NO SUPPORTING FINANCIAL REPORTS, AND ARE NOT AFFILIATED WITH UNITED WAY), ALL GRANT RECIPIENTS UNDER OUR COMMUNITY IMPACT PROGRAM ARE REQUIRED TO SUBMIT QUARTERLY REPORTS, TO BE REVIEWED BY STAFF AND/OR VOLUNTEERS PRIOR TO THE DISBURSEMENT OF QUARTERLY CHECKS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE PROCEDURE FOR THE FORM 990'S REVIEW BY THE GOVERNING BODY IS TO FIRST HAVE THE 990 REVIEWED BY THE FINANCE COMMITTEE (10 MEMBERS OF THE BOARD SERVING AS A FINANCE AND ADVISORY SUB-COMMITTEE) AND THEN PRESENTED TO THE FULL BOARD OF DIRECTORS BY A MEMBER OF THE ACCOUNTING FIRM. | |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS REVIEWED ANNUALLY, CONSIDERED FOR ANY CHANGES OR AMENDMENTS, AND THEN IS DISTRIBUTED TO ALL STAFF AND DIRECTORS FOR THEIR REVIEW. THE CHIEF OPERATING OFFICER IS RESPONSIBLE FOR THE DAY-TO-DAY MONITORING OF CONFLICTS. WHERE THE CHIEF PROFESSIONAL OFFICER IS CONCERNED, RELATIVE TO CONFLICTS, THE CHIEF VOLUNTEER OFFICER IS RESPONSIBLE FOR MONITORING HIS/HER ACTIONS. ALL BOARD MEMBERS AND STAFF SIGN OFF ON THIS POLICY, EACH YEAR, DISCLOSING ANY POTENTIAL CONFLICTS, AND ACKNOWLEDGING THAT THEY HAVE REVIEWED THE POLICY. | |
| FORM 990, PART VI, SECTION B, LINE 15 | A POLICY HAS BEEN ESTABLISHED WHEREBY THE CHIEF PROFESSIONAL OFFICER WILL BE REVIEWED (AND COMPENSATION CONSIDERED - ALTHOUGH NO INCREASE IN SALARY WAS CONSIDERED THIS YEAR) BY A COMPENSATION COMMITTEE, AS A SUB COMMITTEE OF THE BOARD OF DIRECTORS, CONSISTING OF THE CHAIR OF THE BOARD, THE FINANCE COMMITTEE CHAIR AND THE PERSONNEL COMMITTEE CHAIR. ALL AVAILABLE COMPARABLE COMPENSATION DATA - BOTH LOCAL AND REGIONAL - IS UTILIZED IN THE EVALUATION. ANY COMPENSATION, INCLUDING SALARY AND BENEFITS ARE APPROVED BY THE FULL BOARD OF DIRECTORS. | |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND ALL OTHER POLICIES AVAILABLE TO THE PUBLIC IN THE UNITED WAY OFFICE DURING REGULAR BUSINESS HOURS. IN ADDITION, THE ORGANIZATION'S BALANCE SHEET IS INCLUDED IN THE ANNUAL REPORT, WHICH IS WIDELY DISTRIBUTED IN THE COMMUNITY. PLANS ARE IN PLACE TO PUBLISH THE FINANCIAL STATEMENTS AND THE FORM 990 ON OUR WEBSITE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -195,389. REVALUATION ADJUSTMENT OF BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 23,559. CHANGE IN VALUES OF SPLIT-INTEREST AGREEMENTS -5,432. TIMING DIFFERENCE - FASB 136 FOR DESIGNATIONS 56,048. TOTAL TO FORM 990, PART XI, LINE 5: -121,214. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C | THE AUDIT COMMITTEE PROVIDES OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDIT FIRM. THE MEMBERS OF THIS COMMITTEE, ALL OF WHOM HAVE FINANCIAL BACKGROUNDS, CONSIST OF THE CHAIR OF THE BOARD, CHAIR OF THE FINANCE COMMITTEE AND THE TREASURER. THE AUDIT COMMITTEE MEETS INDEPENDENTLY WITH THE CPA FIRM PRIOR TO THE AUDIT BEING PRESENTED TO THE BOARD OF DIRECTORS. THIS PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. | COMMITTEE OVERSEEING AUDIT AND AUDITOR SELECTION |
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