2012-11-09T07:42:52-06:00 2012-06-30 041617630 MEYER REGAN & WILNER LLP PO BOX 831 FALL RIVER MA 027220831 990 2011-07-01 042104264 UNITED WAY OF GREATER NEW BEDFORD INC UNIT 5089949625 105 WILLIAM STREET NEW BEDFORD MA 02740 MICHELLE HANTMAN 5089949625 2012-10-25 1 MELISSA B KENYON P01272045 5086796451 2012-10-25 2011 2016-02-24 21:20:13Z DENNIS GALVAM 105 WILLIAM STREET NEW BEDFORD MA 02740 2549117 0 X WWW.UNITEDWAYOFGNB.ORG X 1953 MA OUR MISSION IS TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE CARING FOR ONE ANOTHER. 19 19 23 30 0 0 2405179 2410241 0 0 361937 27462 15692 3719 2782808 2441422 992665 864482 0 0 912254 906816 0 0 116407 570589 714473 2475508 2485771 307300 -44349 2264184 2075300 428996 276774 1835188 1798526 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 713194 44082 COMMUNITY SERVICES AND EDUCATION - PROVIDES VOLUNTEER PLACEMENT THROUGH ITS ONLINE VOLUNTEER MATCHING DATABASE, CONDUCTS EVENTS FOR INDIVIDUALS TO ENGAGE IN COMMUNITY SERVICE THROUGH ANNUAL DAY OF CARING EVENTS, DISTRIBUTES DONATED FOOD PRODUCTS THROUGH THE HUNGER COMMISSION OF SOUTHEASTERN MA, AND WORKS WITH GRASSROOTS ORGANIZATIONS THROUGH THE COMMUNITY BUILDING MINI-GRANTS PROGRAM. WORKS WITH LOCAL NON-PROFITS TO PROVIDE YOUTH THE OPPORTUNITY TO LEARN ABOUT FINANCIAL LITERACY AND JOB READINESS THROUGH SUMMER FUND. 873123 820400 COMMUNITY FUNDING - THE AGENCY, THROUGH ITS CITIZEN REVIEW PROCESS, DISTRIBUTES UNDESIGNATED AND DESIGNATED FUNDING TO LOCAL HEALTH AND HUMAN SERVICE AGENCIES. THROUGH ITS COMMUNITY BUILDING MINI-GRANTS PROGRAM, DISTRIBUTES SMALL GRANTS TO ALL VOLUNTEER, GRASS ROOTS GROUPS AND ORGANIZATIONS. THROUGH SUMMER FUND, THE AGENCY 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. 630328 COMMUNITY CONNECTIONS - THIS PROGRAM IS FUNDED THROUGH TWO COST-REIMBURSEMENT CONTRACTS FROM THE DEPARTMENT OF CHILD AND FAMILIES, COMMONWEALTH OF MASSACHUSETTS, AND THROUGH DONATIONS. THE MAIN FOCUS OF THE PROGRAM IS TO PROVIDE FISCAL OVERSIGHT AND EXPAND THE NEW BEDFORD COMMUNITY CONNECTIONS AND CAPE COD NEIGHBORHOOD SUPPORT COALITIONS. 2216645 1 1 0 0 0 0 0 0 0 1 1 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 0 1 6 0 23 1 0 0 0 0 0 1 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 1 1 1 1 0 MA X X X LISA CALVANO 5089949625 105 WILLIAM STREET NEW BEDFORD MA 02740 ROBERT MANNY 0.30 X X 0 0 0 ARTHUR KELLY 0.30 X X 0 0 0 DENNIS GALVAM 0.50 X X 0 0 0 ROBERT PIELECH 0.50 X X 0 0 0 ORREN ROBBINS 0.40 X X 0 0 0 CHAD BRUBAKER 0.10 X 0 0 0 BETH SYLVIA CALDWELL 0.20 X 0 0 0 PAMELA CRUZ 0.10 X 0 0 0 DAVID FORTIN 0.20 X 0 0 0 ROLAND GIROUX 0.10 X 0 0 0 AMANDA GLINSKI 0.10 X 0 0 0 ANDREW GUILBEAULT 0.10 X 0 0 0 CHRISTOPHER HODGSON 0.50 X X 0 0 0 MATHEW INSANA 0.10 X 0 0 0 VALARIE LACASSE 0.20 X 0 0 0 JENNA MCDONALD 0.10 X 0 0 0 NANCY MCFADDEN 0.10 X 0 0 0 MICHAEL MURRAY 0.20 X 0 0 0 MICHELLE PRATT 0.30 X 0 0 0 MICHAEL SHEA 0.10 X 0 0 0 EDWARD SWEENEY 0.10 X 0 0 0 BILL TOWERS 0.10 X 0 0 0 EMILY VIERA 0.10 X 0 0 0 MICHELLE HANTMAN 37.50 X 89443 0 6088 89443 0 6088 0 0 0 0 0 123536 45567 652747 1588391 433605 2410241 40363 40363 34658 200 47759 0 -13101 200 -12901 200 -13101 57258 45567 59936 -2678 -2678 MARKETING SVCS 541800 4013 4013 MISCELLANEOUS 900099 2384 2384 6397 2441422 6597 0 24584 864482 864482 97627 48813 29288 19526 612855 523613 38664 50578 21984 18688 1288 2008 111603 89267 10898 11438 62747 49350 7464 5933 12500 12500 9398 9398 29625 10030 7227 12368 525 325 200 71577 55883 7086 8608 1638 1638 27962 26942 547 473 10472 10472 6332 4700 1632 7344 4536 2808 UNRELATED BUSINESS INCO 955 955 PROGRAM SUPPORT 444973 443383 1590 FACILITY & PROGRAM EQT 56568 52935 1624 2009 BAD DEBT EXPENSE 12021 12021 22583 11677 7640 3266 2485771 2216645 152719 116407 524946 58669 119817 567259 563904 114618 87063 24474 16902 131449 129136 8645 2313 1024242 1226632 2264184 2075300 119984 29773 167990 148375 141022 98626 428996 276774 X 877182 894117 958006 904409 1835188 1798526 2264184 2075300 X -44349 7687 X X 0 1 1 X 0 X 2120514 1949040 2050943 2405179 2410241 10935917 2120514 1949040 2050943 2405179 2410241 10935917 515088 10420829 172081 159168 134491 97347 40363 603450 4514 5339 9853 5655 8447 17789 8396 6397 46684 11595904 0.89870 0.89040 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1024242 194972 34815 18000 9397 1226632 858914 11395 162169 8236 1024242 773140 7452 85912 7590 858914 803693 82198 -105899 6852 773140 1.00000 0 0 14086 11773 2313 117363 117363 0 2313 ALLOCATIONS & DESIGNATIONS PAYABLE 98626 98626 2441422 2485771 -44349 7687 7687 -36662 2470855 7687 14502 59936 82125 2388730 52692 52692 2441422 2507517 14502 59936 74438 2433079 52692 52692 2485771 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 59,936. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS OF CONTRIBUTIONS 52,692. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS 59,936. PART XIII, LINE 4B - OTHER ADJUSTMENTS: GRANTS & ALLOCATIONS DESIGNATED BY DONOR 52,692. PART X, LINE 2 FIN 48 FOOTNOTE: THE PRIMARY TAX POSITIONS MADE BY THE AGENCY ARE THE EXISTENCE OF UNREALIZED BUSINESS INCOME AND THE AGENCY'S STATUS AS A TAX EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE AGENCY'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 YEAR PRESENTED, THE AGENCY HAS NOT RECOGNIZED ANY TAX BENEFITS OR LOSS CONTINGENCIES FOR UNCERTAIN TAX POSITIONS BASED ON THIS EVALUATION. THE AGENCY'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS (FORM 990T) FOR 2009, 2010, AND 2011 ARE SUBJECT TO EXAMINATION BY THE IRS, GENERALLY FOR THREE YEARS AFTER THEY WERE FILED. CLAMBAKE 90219 37917 52302 5390 25565 1600 19000 AWARDS DINNER 12606 7650 4956 500 7881 102825 45567 57258 5890 33446 1600 19000 59936 -2678 1 ADVOCACY RESOURCE CENTER OF GR NEW BEDFORD 412 B COUNTY STREET NEW BEDFORD MA 02740 042278687 501(C)(3) 26233 PEOPLE WITH DISABILITIES AMERICAN RED CROSS OF MASSACHUSETTS BAY 995 ROCKDALE AVE NEW BEDFORD MA 02740 530196605 501(C)(3) 17953 BASIC HUMAN NEEDS BOY SCOUTS OF AMERICA NARRAGANSETT COUNCIL PO BOX 14777 E PROVIDENCE RI 02914 050308384 501(C)(3) 15234 CHILDREN AND YOUTH SEVEN HILLS FOUNDATION INC & AFFILIATES 589 SOUTH FIRST ST NEW BEDFORD MA 02740 911969322 501(C)(3) 7935 CHILDREN AND YOUTH COASTLINE ELDERLY SERVICES INC 1646 PURCHASE STREET NEW BEDFORD MA 02740 042622121 501(C)(3) 11813 BASIC HUMAN NEEDS COMMUNITY NURSE & HOSPICE CARE INC 62 CENTER STREET FAIRHAVEN MA 02719 042104019 501(C)(3) 21162 HEALTH THE FAMILY PANTRY - DAMIEN'S PLACE CORP PO BOX 111 FAIRHAVEN MA 02719 223278832 501(C)(3) 38936 BASIC HUMAN NEEDS DENNISON MEMORIAL COMMUNITY CTR INC 755 SOUTH FIRST STREET NEW BEDFORD MA 02740 042103806 501(C)(3) 47545 CHILDREN AND YOUTH DIABETES ASSOCIATION INC PO BOX 1525 FALL RIVER MA 02722 042665107 501(C)(3) 10925 HEALTH BOYS & GIRLS CLUB OF GR NEW BEDFORD INC PO BOX 1506 NEW BEDFORD MA 02740 042104752 501(C)(3) 79434 CHILDREN AND YOUTH IMMIGRANTS ASSISTANCE CENTER INC 58 CRAPO STREET NEW BEDFORD MA 02740 042530908 501(C)(3) 31192 BASIC HUMAN NEEDS CEREBRAL PALSY COUNCIL OF GR NEW BEDFORD INC 1 POSA PLACE NO DARTMOUTH MA 02747 042296947 501(C)(3) 66966 PEOPLE WITH DISABILITIES THE NEMASKET GROUP INC 56 BRIDGE STREET FAIRHAVEN MA 02719 222563405 501(C)(3) 14085 PEOPLE WITH DISABILITIES CHILD & FAMILY SERVICES INC 1061 PLEASANT STREET NEW BEDFORD MA 02740 042104754 501(C)(3) 48474 CHILDREN AND YOUTH THE WOMEN'S CENTER 405 COUNTY STREET NEW BEDFORD MA 02740 042557022 501(C)(3) 20901 BASIC HUMAN NEEDS NORTHSTAR LEARNING CENTERS INC 53 LINDEN STREET NEW BEDFORD MA 02740 510200575 501(C)(3) 39226 CHILDREN AND YOUTH POSITIVE ACTION AGAINST CHEMICAL ADDICTION INC 360 COGGESHALL STREET NEW BEDFORD MA 02740 042791362 501(C)(3) 17462 HEALTH PEOPLE ACTING IN COMMUNITY ENDEAVORS INC 166 WILLIAM STREET NEW BEDFORD MA 02740 042777810 501(C)(3) 17264 CHILDREN AND YOUTH SALVATION ARMY 619 PURCHASE ST NEW BEDFORD MA 02740 135562351 501(C)(3) 58119 BASIC HUMAN NEEDS SAMARITANS OF FALL RIVER-NEW BEDFORD INC 627 STATE ROAD WESTPORT MA 02790 222474826 501(C)(3) 13470 HEALTH WAREHAM EARLY CHILDHOOD EDUCATION & DEVELOPMENT 21 SANDWICH ROAD WAREHAM MA 02571 042716621 501(C)(3) 5704 CHILDREN AND YOUTH YMCA SOUTHCOAST INC 25 SOUTH WATER STREET NEW BEDFORD MA 02740 042104749 501(C)(3) 60457 CHILDREN AND YOUTH YWCA OF SOUTHEASTERN MA INC 20 SOUTH SIXTH STREET NEW BEDFORD MA 02740 042104747 501(C)(3) 69704 CHILDREN AND YOUTH SOUTHEASTERN MA COUNCIL ON ADDICTION 100 NO FRONT ST NEW BEDFORD MA 02740 237161463 501(C)(3) 29977 HEALTH NEW BEDFORD FESTIVAL THEATRE 684 PURCHASE STREET NEW BEDFORD MA 02740 043086443 501(C)(3) 5819 0 SUMMER FUND TEMPLE LANDING 370 MIDDLE STREET NEW BEDFORD MA 02740 311616634 501(C)(3) 5675 SUMMER FUND 26 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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. -QUARTERLY FINANCIAL REPORTS ARE PREPARED BY FISCAL STAFF TO BE REVIEWED BY PROGRAM STAFF. PRESIDENT IS INVOLVED IN THE PROCESS. X 2 8140 FAIR MARKET VALUE X ITEMS FOR SILENT AUCTION 19000 FAIR MARKET VALUE X FOOD 404675 FAIR MARKET VALUE X POSTERS, FLYERS AND SUPPLIES 1790 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THE COMMITTEES HAVE NO AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD. 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, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 7,687. COMMITTEE OVERSEEING AUDIT AND AUDITOR SELECTION FORM 990, PART XI, LINE 2C THERE HAVE BEEN NO CHANGES TO THIS POLICY IN THE CURRENT YEAR.