2011-02-28T12:17:20-06:00 2010-06-30 Meyers Brothers Kalicka PC 330 Whitney Ave Suite 800 Holyoke MA 01040 990 2009-07-01 042152680 UNITED WAY OF PIONEER VALLEY INC UNIT 4137372691 184 MILL STREET SPRINGFIELD MA 01108 BRIAN SMITH 4137372691 2011-02-21 1 RUDY M D'AGOSTINO 4135368510 2011-02-21 2009 2016-02-24 21:20:13Z BRIAN SMITH 184 MILL STREET SPRINGFIELD MA 01108 5422409 0 X www.uwpv.org X 1950 MA RAISE RESOURCES, DISTRIBUTE FUNDS, AND PROVIDE SERVICES AIMED TO IMPROVE COMMUNITY CONDITIONS. 24 24 38 1780 0 0 4416168 4395798 442888 363224 65655 156578 150491 117645 5075202 5033245 2618882 2076917 0 1516776 1238951 0 539074 1005346 909930 5141004 4225798 -65802 807447 6063119 7112595 336822 351387 5726297 6761208 THE UNITED WAY OF PIONEER VALLEY IS A COMMUNITY BUILDING ORGANIZATION THAT EXISTS TO HELP DONORS ACHIEVE CHARITABLE GOALS AND TO FUND LOCAL HUMAN SERVICE AND COMMUNITY NEEDS. 0 0 2476100 1891234 209594 FUNDS DISBURSED TO 501(c)3 ORGANIZATIONS FOR COMMUNITY SERVICES AND ACTIVITIES. Estimated number of people served in the community is 175,000. 327745 185683 HASBRO SUMMER LEARNING INSTITUTE'S GOAL IS TO BUILD THE CAPACITY OF HAMPDEN COUNTY SUMMER PROGRAMS TO IMPLEMENT ACADEMICALLY RICH, THEMATICALLY LINKED CURRICULA IN ORDER TO PROVIDE MEANINGFUL LEARNING EXPERIENCES FOR APPROXIMATELY 2,500 CHILDREN ENROLLED IN SUMMER PROGRAMS 184758 153630 THE HUMAN SERVICE FORUM IS AN ASSOCIATION OF PRIVATE NON- PROFIT AGENCIES, PUBLIC AGENCIES AND INDIVIDUALS PROVIDING HUMAN SERVICES IN THE AREA. THE HUMAN SERVICE FORUM IS AN ASSOCIATION OF PRIVATE NON- PROFIT AGENCIES, PUBLIC AGENCIES AND INDIVIDUALS PROVIDING HUMAN SERVICES IN THE AREA. 2988603 1 1 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 63 0 1 38 1 0 0 0 0 0 0 0 0 0 24 24 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X Raymond Berry 4136930218 184 MILL STREET SPRINGFIELD MA 011081023 GEORGE EVANS JR 2.00 X 0 0 0 MICHAEL KATZ 2.00 X 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 MELINDA PHELPS 2.00 X X 0 0 0 ROBERT CASALE 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 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 0 0 0 SCOTT SADOWSKY 2.00 X 0 0 0 DR WILLIAM MESSNER 2.00 X 0 0 0 MYRA SMITH 2.00 X 0 0 0 KIMBERLYNN CARTELLI-LIQUORI 2.00 X 0 0 0 JOAN KAGAN 2.00 X 0 0 0 MATTHEW HAAS 2.00 X 0 0 0 EMURRIEL HOLLOWAY 2.00 X 0 0 0 ALAN INGRAM 2.00 X 0 0 0 MICHAEL WEEKES 2.00 X 0 0 0 OSCAR RAMOS 2.00 X 0 0 0 DORA ROBINSON 40.00 X 30000 0 750 RAYMOND BERRY 40.00 X 0 0 0 REV MARK FLOWERS 2.00 X 0 0 0 DANIEL BRIGHTWELL JR 2.00 X 0 0 0 BRIAN LONG 2.00 X 0 0 0 MICHAEL SERAFINO 2.00 X 0 0 0 JOHN FERRITER 2.00 X 0 0 0 RONALD COPES 40.00 X 160000 0 3000 JOSEPHINE SARNELLI 40.00 X 29864 0 0 190000 0 3750 1 1 1 0 0 4395798 4395798 ADMINISTRATIVE FEES 900099 198449 198449 HUMAN SERVICE FORUM 900099 153630 153630 HOMES WITHIN REACH 624200 11145 11145 363224 75213 75213 310263 100000 328898 -18635 100000 81365 81365 177911 60266 117645 117645 5033245 363224 0 274223 2076917 2076917 294477 280894 13583 753894 352438 100202 301254 36318 16565 4956 14797 48859 27579 11129 10151 105403 35666 38290 31447 9643 9643 35700 35700 12331 12331 242522 166031 55349 21142 97775 33682 27678 36415 55474 28233 9397 17844 31139 8130 12633 10376 14265 4275 5485 4505 80637 58444 12185 10008 55655 41566 7736 6353 31029 8102 12588 10339 21036 5724 8407 6905 membership fees & dues 124335 92860 17281 14194 equipment repair & main 71811 19664 28632 23515 MISCELLANEOUS 26578 12727 7605 6246 4225798 2988603 698121 539074 1480887 1981792 189608 402023 1158196 986524 52428 259500 20299 23510 676236 372347 249673 303889 1389282 1561373 499005 506652 1023741 1087332 6063119 7112595 67415 92563 36500 75000 15315 65330 200312 99228 17280 19266 336822 351387 X 3160443 4043994 1468174 1553857 1097680 1163357 5726297 6761208 6063119 7112595 X 0 0 0 X 4609079 5049373 4813806 4416168 4395798 23284224 4609079 5049373 4813806 4416168 4395798 23284224 2939291 20344933 87568 121754 145449 109211 75213 539195 150491 117645 268136 24091555 2960919 0.84450 0.83290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 1873213 65284 218710 26641 12331 2118235 2180629 12026 -311208 8234 1873213 0.90000 0.04000 0.06000 1 0 7740 7740 427144 264865 162279 156107 107482 48625 85245 85245 303889 TIME DEPOSITS 506652 F 506652 INTEREST AND DIVIDENDS RECEIVABLE 6674 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 1080658 1087332 ACCRUED VACATION 10608 ACCRUED PAYROLL 8628 ACCRUED OTHER 30 19266 5033245 4225798 807447 161787 65677 227464 1034911 5320975 161787 125943 287730 5033245 0 5033245 4286064 60266 60266 4225798 0 4225798 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. Part XI, Line 8 - Other Adjustments: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS: 65677. Part XII, Line 2d - Other Adjustments: SPECIAL EVENT EXPENSES NET AGAINST INCOME: 60266. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS: 65677. Part XIII, Line 2d - Other Adjustments: SPECIAL EVENT EXPENSES NET AGAINST INCOME: 60266. Golf tournament 177911 177911 800 10004 26678 22784 177911 177911 800 10004 26678 22784 60266 117645 1 DUNBAR COMMUNITY CENTER 33 oak st Springfield MA 01109 042313311 501(c)3 79100 Community service YMCA OF GREATER SPRINGFIELD 275 CHESTNUT ST SPRINGFIELD MA 01104 041859893 501(c)3 64499 Community service springfield day nursery 947 MAIN STREET springfield MA 01103 042103855 501(c)3 68469 Community service MARTIN LUTHER KING JR COMM CENTER PO BOX 91026 SPRINGFIELD MA 01139 042647035 501(c)3 31846 Community service BOYS & GIRLS CLUB OF GREATER HOLYOKE PO BOX 6256 SPRINGFIELD MA 01041 042103792 501(c)3 51764 Community service SPFLD BOY CLUB & CAREW HILL GIRLS CLUB 481 CAREW STREET SPRINGFIELD MA 01104 041858620 501(c)3 75200 Community service sPRINGFIELD GIRLS CLUB FAMILY CENTER 100 ACORN ST SPRINGFIELD MA 01109 042105940 501(c)3 41035 Community service SOUTH END COMMUNITY CENTER 29 HOWARD ST SPRIngfield MA 01105 042103854 501(c)3 34407 Community service GIRLS INC OF HOLYOKE PO BOX 6812 HOLYOKE MA 01041 042748244 501(c)3 22000 Community service GREATER HOLYOKE YMCA 171 PINE ST HOLYOKE MA 01040 042192693 501(c)3 29463 Community service GIRL SCOUTS OF CENTRAL & WESTERN MASS 81 GOLD STAR BOULEVARD WORCESTER MA 01606 042103856 501(c)3 20240 Community service BHN LIBERTY STREET CLINIC 417 LIBERTY STREET SPRINgfield MA 01104 042103756 501(c)3 79792 Community service FRIENDS OF THE HOMELESS 769 WORTHINGTON ST SPRINGFIELD MA 01105 222786732 501(c)3 16085 Community service YSET - YOUTH SOCIAL EMOTIONAL TRAINING PROGRAM YOUTH WITH A PURPOSE po box 6044 SPRINGFIELD MA 01101 753216049 501(c)3 59500 Community service SPFLD VIETNAMESE-AMERICAN CIVIC ASSOC 433 BELMONT AVE SPRINGFIELD MA 01108 043239763 501(c)3 20360 Community service URBAN LEAGUE OF SPRINGFIELD 765 STATE ST SPRINGFIELD MA 01109 042133248 501(c)3 23178 Community service American Red CrossPioneer Valley Chapter 506 Cottage Street Springfield MA 01104 530196605 501(c)3 185546 Community service American Red CrossWestfield Chapter 48 Broad Street Westfield MA 01085 530196605 501(c)3 17139 Community service Association for Community Living Inc one carando drive springfield MA 01104 042210685 501(c)3 5000 Community service Big BrothersBig Sisters of Hampden County 101 State Street Suite 601 Springfield MA 01103 042800998 501(c)3 46640 Community service Boys & Girls Club of Greater Westfield 28 W Silver Street P O Box 128 Westfield MA 01086 042464259 501(c)3 43334 Community service Chicopee Visiting Nurse Association 2024 Westover Road Chicopee MA 01022 042103986 501(c)3 8980 Community service CENTER FOR HUMAN DEVELOPMENT 332 BIRNIE AVENUE SPRINGfield MA 01107 042503926 501(c)3 64500 Community service RENNIE CENTER FOR EDUCATION RESEARCH & POLICY 131 MOUNT AUBURN STREET CAMBRIDGE MA 02138 510548106 501(c)3 15000 Community service WESTERN MASSACHUSETTS COUNCILBOY SCOUTS OF AMERICA 249 EXCHANGE STREET CHICOPEE MA 01013 042104279 501(c)3 13016 Community service Goodwill Industries of HartfordSpringfield 285 Dorset Street springfield MA 01138 042131758 501(c)3 18000 Community service REGIONAL EMPLOYMENT BOARD OF HAMPDEN COUNTY INC 1441 MAIN STREET SPRINGfield MA 01103 222489896 501(c)3 226027 Community service Holyoke Day Nursery 159 Chestnut Street hoLYOKE MA 01040 042104313 501(c)3 15043 Community service Holyoke Visiting Nurses Association Inc 113 Hampden Street hoLYOKE MA 01040 042104310 501(c)3 22970 Community service Jewish Community Center of Springfield 1160 Dickinson Street springfield MA 01108 042103802 501(c)3 44276 Community service Jewish Family Service of Western Massachusetts 15 Lenox Street springfield MA 01108 042104352 501(c)3 83764 Community service Ludlow Boys & Girls Club 91 Claudias Way ludlow MA 01056 042089767 501(c)3 21395 Community service MAB-Community Services 267 High Street hoLYOKE MA 01040 042109859 501(c)3 30000 Community service Massachusetts Society for the Prevention 235 Chestnut Street springfield MA 01103 042103596 501(c)3 8000 Community service New North Citizens Council 2383 Main Street springfield MA 01107 237371934 501(c)3 10500 Community service North End Community Center 471 Plainfield Street springfield MA 01107 237371934 501(c)3 19938 Community service Puerto Rican Cultural Center 38 School Street springfield MA 01105 042678310 501(c)3 12000 Community service River Valley Counseling Center 319 Beech Street hoLYOKE MA 01040 042174657 501(c)3 15000 Community service Salvation Army - Holyoke 271 Appleton St hoLYOKE MA 01041 135562351 501(c)3 38633 Community service Salvation Army - Springfield Area Services 170 Pearl Street springfield MA 01101 135562351 501(c)3 84651 Community service The Care Center 247 Cabot Street hoLYOKE MA 01040 042962882 501(c)3 18000 Community service West Springfield Boys & Girls Club 615 Main Street west springfield MA 01089 042105827 501(c)3 13200 Community service WomanshelterCompaneras P O Box 1099 hoLYOKE MA 01041 042716766 501(c)3 26210 Community service YMCA of Greater Westfield 67 Court Street westfield MA 01085 042126585 501(c)3 38970 Community service YWCA of Western Massachusetts 1 Clough Street springfield MA 01118 042103858 501(c)3 111730 Community service Agawam Counseling Center PO Box 2738 Springfield MA 01101 042103756 501(c)3 20000 Community service 50 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. X 1 1 X 0 0 0 0 0 0 0 0 0 RONALD COPES 160000 0 0 0 0 0 0 0 8648 0 168648 0 0 0 Part I, Line 1a THE INTERIM CEO AND CURRENT PRESIDENT/CEO RECEIVED MONTHLY AUTOMOBILE ALLOWANCES. THE TOTAL ANNUAL ALLOWANCES WERE $3,000 AND $750, RESPECTIVELY; AND WERE TREATED AS TAXABLE COMPENSATION TO EACH EMPLOYEE. Form 990, Part VI, Section B, line 11 THE AUDIT OR 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 ABSENT HIMSELF/HERSELF FROM THE BOARD MEETING WHILE THE TRANSACTION IS BEING DISCUSSED AND VOTED UPON. Form 990, Part VI, Section B, line 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 C, line 18 THE ORGANIZATION'S 990 IS AVAILABLE ON GUIDESTAR.ORG. 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