2024-03-02T11:50:53-06:00 2023-06-30 134260189 BOISSELLE MORTON & WOLKOWICZ LLP 48 BAY ROAD PO BOX 374 HADLEY MA 01035 990 2022-07-01 042104792 UNITED WAY OF THE FRANKLIN & HAMPSHIRE REGION UNIT 4135843962 71 KING STREET PO BOX 123 NORTHAMPTON MA 010610123 MOLLY KEEGAN TREASURER 4135843962 2024-02-28 1 MOLLY KEEGAN 999009999 0 JOSEPH P WOLKOWICZ CPA P00734754 4135870099 2024-02-28 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z GEOFFREY NAUNHEIM 71 KING STREET NORTHAMPTON MA 01060 2352162 0 X WWW.UW-FH.ORG X 1922 MA TO ADVANCE THE COMMON GOOD IN FRANKLIN AND HAMPSHIRE COUNTY. 20 20 8 26 0 0 1236998 1351904 58573 1534 151861 101105 0 100005 1447432 1554548 935258 841831 0 0 433973 423079 0 0 184905 336441 246840 1705672 1511750 -258240 42798 2252422 1904170 1306530 910849 945892 993321 X UNITED WAY OF THE FRANKLIN AND HAMPSHIRE REGION ENGAGES AND INSPIRES THE PEOPLE, EMPLOYERS, AND OTHER ORGANIZATIONS OF FRANKLIN AND HAMPSHIRE COUNTY TO GIVE, ADVOCATE, AND VOLUNTEER ON BEHALF OF OUR COMMUNITY. LIFTING TOGETHER, WE BUILD STRONG, VIBRANT, AND INCLUSIVE COMMUNITIES. 0 0 1008319 841831 1534 THROUGH ITS COMMUNITY INVESTMENT PROCESS, UNITED WAY OF THE FRANKLIN AND HAMPSHIRE REGION TOUCHES THE LIVES OF APPROXIMATELY ONE IN SIX FRANKLIN AND HAMPSHIRE COUNTY RESIDENTS, AND IN DOING SO BENEFITS THE ENTIRE COMMUNITY. ITS STRATEGY INCLUDES CAPACITY-BUILDING, CONVENING, PROBLEM-SOLVING, AND DIRECT INVESTMENT IN PROGRAMS AND INITIATIVES THAT CREATE LASTING POSITIVE CHANGE. THE "INCLUDING GRANTS" FIGURE ABOVE INCLUDES ALLOCATIONS TO PARTNER ORGANIZATIONS LESS ANY DONOR DESIGNATED FUNDS, AND AS SUCH DOES NOT FULLY REPRESENT ALLOCATIONS TO PARTNER ORGANIZATIONS. GRANTS OF $841,831 REPRESENT THE TOTAL EXPENSES RELATED TO PARTNER GRANTS, DONOR DESIGNATIONS AND OTHER PROGRAMS. 79846 UNITED WAY OF FRANKLIN AND HAMPSHIRE REGION'S IMPACT IS STRENGTHENED BY PROGRAM ACTIVITIES THAT FALL OUTSIDE ITS COMMUNITY INVESTMENT PROCESS DUE TO THEIR SCOPE, DURATION OR REGIONAL NATURE. THESE INCLUDE THE DIAPER BANK PROGRAM, SUPPER FOR SIX CAMPAIGN, AND READ LEARN SUCCEED CAMPAIGN. UNITED WAY OF FRANKLIN AND HAMPSHIRE REGION ADMINISTERS FUNDS FOR THE WELCOME HOME NORTHAMPTON INITIATIVE TO SUPPORT THE SUCCESSFUL INTEGRATION OF REFUGEE FAMILIES RESETTLED IN HAMPSHIRE COUNTY. FUNDS WILL BE USED FOR GRANTS TO MEET THE BASIC NEEDS OF RESETTLED FAMILIES FOCUSING PRIMARILY ON HOUSING AND DENTAL NEEDS. 1088165 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 11 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X X X MOLLY KEEGAN TREASURER 4135843962 71 KING STREET NORTHAMPTON MA 01060 ANDREA SELL CHAIR 4.00 X X 0 0 0 MOLLY MEAD VICE CHAIR 4.00 X X 0 0 0 MOLLY KEEGAN TREASURER 4.00 X X 0 0 0 ROSEMARY BACHE DIRECTOR 2.00 X 0 0 0 LINDSAY BARRON LABONTE DIRECTOR 2.00 X 0 0 0 STUART BECKLEY DIRECTOR 2.00 X 0 0 0 BENNETT BISHOP DIRECTOR 2.00 X 0 0 0 KEVIN DAY DIRECTOR "PAST" 2.00 X 0 0 0 BRIANNA DROHEN DIRECTOR 2.00 X 0 0 0 MOLLY FEINSTEIN DIRECTOR "PAST" 2.00 X 0 0 0 MAX FRIPP DIRECTOR 2.00 X 0 0 0 MICHAEL GOVE DIRECTOR 2.00 X 0 0 0 TIMBERLY GROUT DIRECTOR 2.00 X 0 0 0 JEFF HARNESS DIRECTOR 2.00 X 0 0 0 CLARE HIGGINS DIRECTOR 2.00 X 0 0 0 JOHN HOWLAND DIRECTOR "PAST" 2.00 X 0 0 0 JANE LYONS DIRECTOR "PAST" 2.00 X 0 0 0 SAM MASINTER DIRECTOR 2.00 X 0 0 0 SHAWN PALMER DIRECTOR 2.00 X 0 0 0 LEAH PHILLIPS DIRECTOR 2.00 X 0 0 0 MELANIE RENERIS DIRECTOR 2.00 X 0 0 0 IRV RHODES DIRECTOR "PAST" 2.00 X 0 0 0 NATHANIEL TRIPP DIRECTOR 2.00 X 0 0 0 JESSICA WALES DIRECTOR 2.00 X 0 0 0 HEATHER WOOD DIRECTOR 2.00 X 0 0 0 ANTHONY WORDEN DIRECTOR "PAST" 2.00 X 0 0 0 JOHN BIDWELL EXECUTIVE DIRECTOR "PAST" 37.00 X 66419 0 2361 GEOFFREY NAUNHEIM EXECUTIVE DIRECTOR 37.00 X 76508 0 8299 142927 0 10660 0 0 0 0 0 1351904 41590 1351904 DONORS CHOICE ADMIN FE 561000 1534 1534 1534 46348 46348 852371 797614 54757 54757 54757 12931 0 12931 12931 EMPLOYEE RETENTION CRE 900099 87074 87074 87074 1554548 1534 0 201110 841831 841831 103559 68083 17738 17738 231276 47347 93956 89973 58280 20091 19441 18748 29964 10330 9995 9639 17200 17200 37525 29525 8000 20798 455 3653 16690 65878 14261 34025 17592 41282 37154 2064 2064 2777 280 329 2168 9655 9655 7590 6830 380 380 5091 4682 369 40 PROGRAM EXPENSES 36821 36821 CAMPAIGN EXPENSES 2223 350 1873 1511750 1088165 238680 184905 329757 201809 2127 38580 487310 437783 6602 9486 276847 239167 45270 37680 663009 509746 718347 669086 2252422 1904170 89636 30860 284245 29989 932649 850000 1306530 910849 X 530160 576889 415732 416432 945892 993321 2252422 1904170 42798 6282 -1651 0 X X 0 1 X 1 0 X 1008959 1097363 1039227 1236998 1351904 5734451 1008959 1097363 1039227 1236998 1351904 5734451 234140 5500311 19390 12112 10642 68125 46348 156617 5891068 60107 0.93370 0.93070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 718347 48451 96739 973 669086 793321 -48993 25127 854 718347 88342 24091 3400 792 108241 88743 3647 3300 748 88342 87649 5039 3200 745 88743 0.49000 0.51000 1 0 147487 111945 35542 18048 18048 0 111312 109174 2138 37680 COMMUNITY FOUNDATION - ENDOWMENT 88023 F OTHER ENDOWMENTS 581063 F 669086 ALLOCATIONS PAYABLE 850000 850000 X 1645629 6282 86450 92732 1552897 1651 1651 1554548 1598200 86450 86450 1511750 0 1511750 PART V, LINE 4: THE INCOME GENERATED BY THIS FUND IS TO BE USED FOR GENERAL PROGRAMMATIC EXPENSES PART X, LINE 2: THE UNITED WAY IS A NONPROFIT CORPORATION EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT FOR NET INCOME DERIVED FROM UNRELATED BUSINESS ACTIVITIES. AT JUNE 30, 2023, THE UNITED WAY HAS DETERMINED THAT IT HAD NO SUCH UNRELATED BUSINESS ACTIVITIES; ACCORDINGLY, NO PROVISION FOR FEDERAL OR STATE INCOME TAXES HAS BEEN MADE. 1 AMHERST COMMUNITY CONNECTIONS 236 NORTH PLEASANT STREET AMHERST MA 01002 800478844 501(C)3 6000 0 N/A N/A PROGRAM BIG BROTHERS BIG SISTERS OF HAMPSHIRE COUNTY 332 BIRNIE AVENUE SPRINGFIELD MA 01107 042503926 501(C)3 17500 0 N/A N/A PROGRAM COLLABORATIVE FOR EDUCATIONAL SERVICES 97 HAWLEY STREET NORTHAMPTON MA 01060 042562893 501(C)3 10000 0 N/A N/A PROGRAM EASTHAMPTON COMMUNITY CENTER INC 12 CLARK STREET EASTHAMPTON MA 01027 042497523 501(C)3 15000 0 N/A N/A PROGRAM FRANKLIN COUNTY COMMUNITY MEALS PROGRAM INC 324 WELLS STREET GREENFIELD MA 01301 223027098 501(C)3 25000 0 N/A N/A PROGRAM HILLTOWN COMMUNITY HEALTH CENTERS 58 OLD NORTH ROAD WORTHINGTON MA 01098 042161484 501(C)3 18000 0 N/A N/A PROGRAM JUST ROOTS INC 34 GLENBROOK DRIVE APT 1B GREENFIELD MA 01301 371637062 501(C)3 8000 0 N/A N/A PROGRAM NORTHAMPTON PARENTS CENTER INC 297 MAIN STREET LOWER LEVEL NORTHAMPTON MA 01060 042993539 501(C)3 7500 0 N/A N/A PROGRAM STONE SOUP CAFE INC 399 MAIN STREET GREENFIELD MA 01301 843664286 501(C)3 10000 0 N/A N/A PROGRAM TAPESTRY 1985 MAIN STREET SUITE 202 SPRINGFIELD MA 01103 237303142 501(C)3 12000 0 N/A N/A PROGRAM TRANSHEALTH INC 10 MAIN STREET FLOOR 1 FLORENCE MA 01062 853541509 501(C)3 12500 0 N/A N/A PROGRAM WAY FINDERS INC 1780 MAIN STREET SPRINGFIELD MA 01103 042518368 501(C)3 10000 0 N/A N/A PROGRAM 18 DEGREES 480 WEST STREET PITTSFIELD MA 01201 042226238 501(C)3 25500 0 N/A N/A PROGRAM AMHERST SURVIVAL CENTER 138 SUNDERLAND ROAD NORTH AMHERST MA 01059 042698462 501(C)3 30000 0 N/A N/A PROGRAM BIG BROTHERS BIG SISTERS OF FRANKLIN COUNTY 16 COURT SQUARE GREENFIELD MA 01301 501(C)3 16400 0 N/A N/A PROGRAM BEHAVIORAL HEALTH NETWORK INC 417 LIBERTY STREET SPRINGFIELD MA 01104 042103756 501(C)3 20000 0 N/A N/A PROGRAM BRICK HOUSE COMMUNITY RESOURCE CENTER 24 THIRD STREET PO BOX 135 TURNERS FALLS MA 01376 223337776 501(C)3 12500 0 N/A N/A PROGRAM COMMUNITY ACTION PIONEER VALLEY INC 393 MAIN STREET GREENFIELD MA 01301 042384972 501(C)3 76500 0 N/A N/A PROGRAM CENTER FOR HUMAN DEVELOPMENT 401 MAIN STREET SUITE 12 AMHERST MA 01020 042053926 501(C)3 18000 0 N/A N/A PROGRAM CENTER FOR NEW AMERICANS 42 GOTHIC STREET NORTHAMPTON MA 01060 043224215 501(C)3 15000 0 N/A N/A PROGRAM COMMUNITY LEGAL AID 20 HAMPTON COURT SUITE 100 NORTHAMPTON MA 01060 042446242 501(C)3 30000 0 N/A N/A PROGRAM CRAIG'S DOORS 256 NORTH PLEASANT STREET SUITE 4A AMHERST MA 01002 452474862 501(C)3 25000 0 N/A N/A PROGRAM CUTCHINS CENTER 78 POMEROY TERRACE NORTHAMPTON MA 01060 042604427 501(C)3 20000 0 N/A N/A PROGRAM THE FOOD BANK OF WESTERN MASSACHUSETTS 97 N HATFIELD ROAD HATFIELD MA 01038 042751023 501(C)3 7500 0 N/A N/A PROGRAM FRIENDS OF CHILDREN INC 241 KING STREET SUITE 227 NORTHAMPTON MA 01060 222952288 501(C)3 30000 0 N/A N/A PROGRAM GIRLS CLUB OF GREENFIELD INC 35 PIERCE STREET GREENFIELD MA 01301 042104249 501(C)3 30000 0 N/A N/A PROGRAM GREENFIELD HEALTH CAMP INC 1 HEALTHCAMP ROAD GREENFIELD MA 01301 041400482 501(C)3 8000 0 N/A N/A PROGRAM HILLTOWN COMMUNITY DEVELOPMENT CORPORATION 387 MAIN ROAD CHESTERFIELD MA 01012 042741009 501(C)3 15000 0 N/A N/A PROGRAM HILLTOWN YOUTH PERFORMING ARTS PROGRAM INC 49 CONWAY STREET SHELBURNE FALLS MA 01070 842220127 501(C)3 12000 0 N/A N/A PROGRAM IT TAKES A VILLAGE 2 MAIN STREET CUMMINGTON MA 01026 471394720 501(C)3 29500 0 N/A N/A PROGRAM LIFE PATH INC 101 MUNSON STREET SUITE 201 GREENFIELD MA 01301 042542539 501(C)3 8000 0 N/A N/A PROGRAM THE LITERACY PROJECT INC 15 BANK ROW SUITE C GREENFIELD MA 01301 042907399 501(C)3 15000 0 N/A N/A PROGRAM MARY LYON FOUNDATION INC 26 ASHFIELD ROAD SHELBURNE FALLS MA 01370 223112593 501(C)3 12000 0 N/A N/A PROGRAM MONTAGUE CATHOLIC SOCIAL MINISTRIES INC 41-43 THIRD STREET TURNERS FALLS MA 01376 043274078 501(C)3 16000 0 N/A N/A PROGRAM NEW ENGLAND LEARNING CENTER FOR WOMEN IN TRANSITION INC 17 LONG AVE GREENFIELD MA 01301 042616922 501(C)3 20000 0 N/A N/A PROGRAM NORTHAMPTON SURVIVAL CENTER INC 265 PROSPECT STREET NORTHAMPTON MA 01060 042774166 501(C)3 30000 0 N/A N/A PROGRAM NORTH QUABBIN CITIZEN ADVOCACY PO BOX 362 ORANGE MA 01364 043218759 501(C)3 21000 0 N/A N/A PROGRAM SALVATION ARMY MASSACHUSETTS DIVISION 72 CHAPMAN STREET GREENFIELD MA 01301 501(C)3 27000 0 N/A N/A PROGRAM TREEHOUSE FOUNDATION 1 TREEHOUSE CIRCLE EASTHAMPTON MA 01027 223848537 501(C)3 20000 0 N/A N/A PROGRAM VALLEY COMMUNITY DEVELOPMENT CORPORATION 30 MARKET STREET NORTHAMPTON MA 01060 222906466 501(C)3 15000 0 N/A N/A PROGRAM WESTERN MASSACHUSETTS TRAINING CONSORTIUM INC 187 HIGH STREET NO 202 HOLYOKE MA 01040 237450656 501(C)3 38700 0 N/A N/A PROGRAM THE COMMUNITY YOUNG MENS CHRISTIAN ASSOCIATION OF GREENFIELD MASS 451 MAIN STREET GREENFIELD MA 01301 042149363 501(C)3 27000 0 N/A N/A PROGRAM PART I, LINE 2: USE OF GRANT FUNDS ARE MONITORED BY REVIEW OF STATED USE OF FUNDS BY THE ORGANIZATION AND SITE VISITS TO ORGANIZATIONS RECEIVING FUNDS. X 7 41590 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 THE UNITED WAY OF THE FRANKLIN & HAMPSHIRE REGION'S GOVERNING BOARD IS MADE UP OF BUSINESS AND CIVIC LEADERS FROM THROUGHOUT FRANKLIN & HAMPSHIRE COUNTY. AS SUCH, IT IS NOT UNCOMMON FOR THEM OT HAVE, OR HAVE HAD, BUSINESS RELATIONSHIPS UNRELATED TO THEIR RESPONSIBILITIES AS GOVERNING BOARD MEMBERS OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE UNITED WAY OF THE FRANKLIN & HAMPSHIRE REGION PROVIDES A COPY OF THE FORM 990 TO ALL GOVERNING BOARD MEMBERS NO LESS THAN FIVE DAYS PRIOR TO A REGULARLY SCHEDULE BOARD MEETING. THE FORM 990 IS DISCUSSED AT THE BOARD MEETING AND THEN FORMALLY ACCEPTED BY A VOTE OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C ALL ASPECTS OF THE UNITED WAY OF THE FRANKLIN & HAMPSHIRE REGION'S CODE OF ETHICS/CONFLICT OF INTEREST POLICY ARE REVIEWED ANNUALLY AT THE JANUARY MEETING OF THE GOVERNING BOARD, AT WHICH POINT BOARD MEMBERS ARE REQUIRED TO DECLARE ANY CONFLICTS AND SIGN THE DECLARATION. THE DOCUMENT IS REVISITED WITH ANY NEW BOARD MEMBERS, AS WELL AS ANY MEMBER WHO EXPERIENCES A CHANGE IN EMPLOYMENT OR AFFILIATION. FORM 990, PART VI, SECTION B, LINE 15A THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE EXECUTIVE DIRECTOR'S COMPENSATION WITH COMPARABLE COMPENSATION DATA AVAILABLE THROUGH THE UNITED WAY SYSTEMS. FORM 990, PART VI, SECTION C, LINE 19 IN ADDITION TO THOSE DOCUMENTS AVAILABLE ONLINE THROUGH GUIDESTAR, UNITED WAY OF THE FRANKLIN & HAMPSHIRE REGION MAKES ITS GOVERNING DOCUMENTS, CODE OF ETHICS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. INTERESTED PARTIES MAY CONTACT UNITED WAY OF THE FRANKLIN & HAMPSHIRE REGION BY E-MAIL, PHONE OR BY MAIL, AT WHICH POINT COPIES OF SUCH DOCUMENTS WILL BE SENT ELECTRONICALLY OR IN A HARD COPY. A COPY OF THE FORM 990 IS POSTED ON THE ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTON OF AN INDEPENDENT ACCOUNTANT. THESE OVERSIGHT AND SELECTION PROCESSES HAVE NOT CHANGED DURING THE TAX YEAR.