2026-05-15T14:01:06-05:00 2025-06-30 042713795 MEYERS BROTHERS KALICKA PC 330 WHITNEY AVE SUITE 800 HOLYOKE MA 01040 990 2024-07-01 042152680 UNITED WAY OF PIONEER VALLEY INC UNIT 4137372691 1441 MAIN STREET 137 SPRINGFIELD MA 01103 MEGAN L MOYNIHAN PRESIDENT & CEO 4136930220 2026-05-15 1 1 RUDY M D'AGOSTINO P00962620 4135368510 2026-05-15 2024 2025-03-06 01:10:19Z X MEGAN MOYNIHAN 1441 MAIN STREET 137 SPRINGFIELD MA 01103 2332556 0 X WWW.UWPV.ORG X 1950 MA MOBILIZE PEOPLE AND RESOURCES TO STRENGTHEN COMMUNITIES. 11 11 13 4003 0 0 2075078 2097564 86024 25257 88780 151414 7925 23375 2257807 2297610 907115 965700 0 0 741660 724989 0 0 185398 718232 703499 2367007 2394188 -109200 -96578 5409199 5331822 584506 483779 4824693 4848043 X THE UNITED WAY OF PIONEER VALLEY MOBILIZES PEOPLE AND RESOURCES TO STRENGTHEN OUR COMMUNITIES. THE ORGANIZATION TARGETS THE COMMUNITY'S MOST PRESSING NEEDS AND FOCUSES RESOURCES, COMMUNITY PARTNERSHIPS, AND THE ENERGY OF VOLUNTEERS TO CREATE MEASURABLE RESULTS. 1 0 1554589 965700 25257 UNITED WAY OF PIONEER VALLEY PROVIDES ACCESS TO EMERGENCY SUPPORT SERVICES AND ASSISTANCE VIA ITS SERVICE CENTERS LOCATED IN CHICOPEE, HOLYOKE AND SPRINGFIELD, MA. IT PROVIDED APPROXIMATELY 18,000 HOUSEHOLDS WITH ACCESS TO BASIC NEEDS SERVICES INCLUDING REFERRAL SERVICES TO OTHER LOCAL AGENCY PARTNERS, AS WELL AS ACCESS TO EMERGENCY FOOD PANTRIES AT ALL THREE LOCATIONS. 177816 VOLUNTEER CONNECT: UNITED WAY CONNECTS PEOPLE TO MEANINGFUL VOLUNTEER OPPORTUNITIES ACROSS WESTERN MASS. WE HELP PEOPLE WHO WANT TO MAKE A DIFFERENCE FIND MEANINGFUL WAYS TO GIVE THEIR TIME AND TALENTS. IT CONNECTS INDIVIDUALS, BUSINESSES, AND GROUPS WITH NONPROFITS AND ORGANIZATIONS THAT NEED VOLUNTEERS. UNITED WAY FACILITATED CLOSE TO 10,000 HOURS OF VOLUNTEER SERVICE IN 2025. 82380 THRIVE PROGRAM: GOAL IS TO STRENGTHEN THE FINANCIAL CAPACITY OF COMMUNITY COLLEGE STUDENTS AND AREA RESIDENTS BY PROMOTING, SUPPORTING, THROUGH COMMUNITY COLLABERATIVE EFFORTS, ACCESS TO A ONE-STOP CENTER OFFERING FINANCIAL LITERACY AND COACHING, WORKFORCE DEVELOPMENT SERVICES, AND PUBLIC BENEFIT SCREENING AND ENROLLMENT. FREE SERVICES ARE OFFERED THAT INCLUDE MONEY SKILLS CLASSES, WORKFORCE DEVELOPMENT TRAINING WORKSHOPS, FREE TAX PREPARATION, AND EFFECTIVE COMMUNITY RESOURCE REFERRALS. 73170 THE WESTERN MASS. NETWORK TO END HOMELESSNESS (WMNEH) 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. HOUSING FIRST FORMS THE BASIS FOR THE NEW APPROACH TO SOLVING HOMELESSNESS AND THE NETWORK IS SPEARHEADING ITS IMPLEMENTATION ACROSS THE REGION. THIS APPROACH SEEKS TO PRESERVE OR PROVIDE HOUSING FIRST, WITH THE APPROPRIATE SUPPORT SERVICES TO GO WITH IT, IN ORDER TO EFFECTIVELY REDUCE HOMELESSNESS. THE HOUSING FIRST APPROACH HAS A PROVEN TRACK RECORD OF SUCCESS ACROSS THE COUNTRY, INCLUDING RIGHT HERE IN WESTERN MASSACHUSETTS. UWPV PROVIDES FINANCIAL SUPPORT FOR THE NETWORK, IS ITS FISCAL SPONSOR, AND SERVES ON THE NETWORK'S LEADERSHIP COUNCIL. 6468 WOMEN'S LEADERSHIP COUNCIL - CONNECTS PROFESSIONAL WOMEN TO ISSUES THAT IMPACT YOUNG WOMEN, GENERATIONALLY. 79638 1894423 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 3 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MA X X MEGAN MOYNIHAN 4136930220 1441 MAIN STREET SPRINGFIELD MA 011081023 JASON NEWMARK IMMEDIATED PAST CHAIR 2.00 X X 0 0 0 DANIEL FINNEGAN SECRETARY 2.00 X X 0 0 0 SCOTT GRODSKY CHAIRPERSON 2.00 X X 0 0 0 DAVID GRIFFIN DIRECTOR 2.00 X 0 0 0 SUSAN O'CONNOR DIRECTOR 2.00 X 0 0 0 MATTHEW MAGUIRE 1ST VICE CHAIR 2.00 X X 0 0 0 MOYAH SMITH TREASURER 2.00 X 0 0 0 JOHN BAKER DIRECTOR 2.00 X 0 0 0 SARAH REECE DIRECTOR 2.00 X 0 0 0 LAURA MCLAUGHLIN DIRECTOR 2.00 X 0 0 0 LIZZY ORTIZ DIRECTOR - BEG 7/1/24 2.00 X 0 0 0 MEGAN MOYNIHAN PRESIDENT & CEO 35.00 X 132774 0 8825 MELYSSA BROWN-PORTER CFO 4.00 X 0 0 0 132774 0 8825 1 0 0 0 0 64530 2033034 955156 2097564 ADMINISTRATIVE FEES 900099 19257 19257 SUMMER STEP UP PROGRAM 624200 6000 6000 25257 84305 84305 23279 0 23279 23279 23279 100000 32891 67109 67109 67109 2151 2055 96 96 2297610 25257 0 174789 74262 74262 891438 891438 137084 82250 34271 20563 480971 364962 23018 92991 23193 13960 6951 2282 18068 6783 8495 2790 65673 48811 4997 11865 30000 30000 22443 22443 183104 97862 82842 2400 22711 16692 3212 2807 124132 64515 26682 32935 196966 147561 37007 12398 15709 12944 1601 1164 14196 9775 4399 22 11007 11007 2469 1984 60 425 17770 10261 5851 1658 FOOD SUPPLIES 29989 29989 MISC. EXPENSE 13661 7353 6308 EQUIPMENT REPAIR & MAIN 10031 7902 1183 946 MEMBERSHIP DUES 7043 2851 4040 152 2268 2268 2394188 1894423 314367 185398 302182 282262 6968 1911 436354 220967 14165 5516 110307 103449 15635 6858 2526448 2676461 130513 142103 1976934 1995744 5409199 5331822 54695 23840 529811 459939 584506 483779 X 3098069 2900341 1726624 1947702 4824693 4848043 5409199 5331822 X -96578 135632 -15704 X X 0 1 X 1 0 X 1423607 1057353 1511898 2075078 2097564 8165500 1423607 1057353 1511898 2075078 2097564 8165500 521021 7644479 74894 56232 61225 82997 107584 382932 793 2521 5450 5270 96 14130 8562562 184897 0.89280 0.91560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 4170373 381737 103000 22443 4426667 4047784 393286 250000 20697 4170373 3916261 351969 200000 20446 4047784 4774477 -739366 100000 18850 3916261 3832971 958199 16693 4774477 0.58590 0.38200 0.03210 1 0 110307 103449 6858 6858 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 1608103 RIGHT OF USE ASSET 387641 1995744 ACCRUED PAYROLL AND VACATION PAY 54476 LEASE LIABILITY 405463 459939 X 2490807 135632 93657 96746 326035 2164772 22443 110395 132838 2297610 2461149 93657 2055 95712 2365437 22443 6308 28751 2394188 PART X, LINE 2: A TAX POSITION IS DEEMED TO INCLUDE SUCH THINGS AS THE ORGANIZATION'S 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, 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENT 94,691. FUNDRAISING EXPENSES RECLASSIFIED AGAINST PART VIII REVENUE 2,055. PART XI, LINE 4B - OTHER ADJUSTMENTS: WRITE-OFF OF UNCOLLECTIBLE PLEDGES FROM EARLIER YEAR 110,395. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECLASSIFIED AGAINST PART VIII REVENUE 2,055. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL 6,308. 1 GANDARA MENTAL HEALTH CENTER INC (VALOR RECOVERY CENTER) 383 WORTHINGTON ST SPRINGFIELD MA 01103 042622756 501(C)(3) 0 6858 PRICE PER POUND FOOD FOOD ASSISTANCE FOR THE NEEDY CENTER FOR HUMAN DEVELOPMENT 332 BERNIE AVE SPRINGFIELD MA 01107 042503926 501(C)(3) 0 12236 PRICE PER POUND FOOD FOOD ASSISTANCE FOR THE NEEDY VALLEY OPPORTUNITY COUNCIL - CIES HOLYOKE 205 HIGH ST HOLYOKE MA 01040 042692763 501(C)(3) 0 6858 PRICE PER POUND FOOD FOOD ASSISTANCE FOR THE NEEDY HOLYOKE COMMUNITY COLLEGE 164 RACE ST HOLYOKE MA 01040 042719849 501(C)(3) 0 10668 PRICE PER POUND FOOD FOOD ASSISTANCE FOR STUDENTS BILINGUAL VETERANS OUTREACH CENTER 281 FRANKLIN ST SPRINGFIELD MA 01104 222781572 501(C)(3) 0 6858 PRICE PER POUND FOOD FOOD ASSISTANCE FOR THE NEEDY MISSION DE CARIDAD 77 CATHERINE ST SPRINGFIELD MA 01109 842046045 501(C)(3) 0 5486 PRICE PER POUND FOOD FOOD ASSISTANCE FOR THE NEEDY 6 0 FOOD ASSISTANCE TO INDIVIDUALS THROUGH UNITED WAY SPRINGFIELD & HOLYOKE MA CUPBOARDS 14000 0 888438 ESTIMATED COST OF FOOD FOOD ASSISTANCE PART I, LINE 2: PART III: THE UNITED WAY OF PIONEER VALLEY OPERATES FOOD PANTRY SERVICES WHERE INDIVIDUALS AND FAMILIES CAN RECEIVE NON-PERISHABLE GROCERIES, FRESH PRODUCE & MEAT. THE PANTRIES RECEIVE FOOD FROM THE FOODBANK OF WESTERN MA. USDA SOURCED FOODS HAVE NEED-BASED GUIDELINES/APPLICATIONS THAT MUST BE FOLLOWED IN ORDER TO DETERMINE INDIVIDUALS THAT ARE ELIGIBLE FOR THIS ASSISTANCE. PART II: THROUGH ITS OUTREACH PROGRAM, THE UWPV IDENTIFIES AND WORKS WITH OTHER EXEMPT ORGANIZATIONS THAT ARE IN NEED OF FOOD FOR THEIR PROGRAMS. THIS INCLUDES CHURCHES AND SCHOOLS THAT OFFER FOOD ASSISTANCE TO MEMBERS AND STUDENTS IN NEED. X 1 955156 ESTIMATED COST OF FOOD 0 0 0 PART II; LINE 19 VALUATION UWPV RECEIVED 750,375 POUNDS OF FOOD VALUED AT $1.2729 PER POUND AS DETERMINED BY GOVERNMENT FEEDING AMERICA REPORTS RELEASED ANNUALLY. FORM 990, PART III, LINE 2 VOLUNTEER CONNECT: UNITED WAY CONNECTS PEOPLE TO MEANINGFUL VOLUNTEER OPPORTUNITIES ACROSS WESTERN MASS. WE HELP PEOPLE WHO WANT TO MAKE A DIFFERENCE FIND MEANINGFUL WAYS TO GIVE THEIR TIME AND TALENTS. IT CONNECTS INDIVIDUALS, BUSINESSES, AND GROUPS WITH NONPROFITS AND ORGANIZATIONS THAT NEED VOLUNTEERS. UNITED WAY FACILITATED CLOSE TO 10,000 HOURS OF VOLUNTEER SERVICE IN 2025. PART III: LINE 2: NEW PROGRAMS IN FYE 6/30/25 UNITED WAY OF PIONEER VALLEY BEGAN A NEW PROGRAM, "VOLUNTEER CONNECT", IN FYE 6/30/25. AS A MEANS OF FURTHERING ITS MISSION TO MOBILIZE PEOPLE AND RESOURCES TO STRENGTHEN THE COMMUNITY, UWPV ORGANIZED A FORMAL PROGRAM TO MATCH VOLUNTEERS BASED ON TIME AND TALENT WITH NONPROFIT ORGANIZATIONS NEEDING ASSISTANCE. FORM 990, PART VI, SECTION B, LINE 11B THE CFO AND CEO WILL REVIEW THE 990 PRIOR TO FILING; 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 LINE 15A: THE COMPENSATION OF THE CEO AND EXECUTIVE DIRECTOR IS DETERMINED BY INDEPENDENT PERSONS BY USING COMPARABLE DATA IN ORDER TO MAKE A DECISION IN THIS MATTER. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S 990 IS AVAILABLE ON THE UNITED WAY OF PIONEER VALLEY WEBSITE. THE ORGANIZATION'S FORM 1023 IS AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON THE UNITED WAY OF PIONEER VALLEY WEBSITE. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 94,691. WRITE-OFF OF UNCOLLECTIBLE PLEDGES FROM PRIOR PERIOD -110,395. PART XIII, LINE 2C: THE ORGANIZATION HAS NOT CHANGED FROM THE PRIOR YEAR, ITS OVERSIGHT PROCESS OR SELECTION PROCESS FOR THE AUDIT OF ITS FINANCIAL STATEMENTS. MARY E SPOONER TUW CO BANK OF AMERICA 1414 MAIN STREET SPRINGFIELD MA 01144 CHARITABLE TRUST MA UNITED WAY OF PIONEER VALLEY T 403976 1.00000 0 TUW FRANK E WHEELER FB COMMUNITY CO BANK OF AMERICA 1414 MAIN STREET SPRINGFIELD MA 01144 CHARITABLE TRUST MA UNITED WAY OF PIONEER VALLEY T 18952 583339 0.80000 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0