2024-12-10T13:58:54-06:00 2024-06-30 134260189 BOISSELLE MORTON & WOLKOWICZ LLP 48 BAY ROAD PO BOX 374 HADLEY MA 01035 990 2023-07-01 042104792 UNITED WAY OF THE FRANKLIN & HAMPSHIRE REGION UNIT 4135843962 71 KING STREET PO BOX 123 NORTHAMPTON MA 010610123 MOLLY KEEGAN TREASURER 4135843962 2024-12-09 1 0 JOSEPH P WOLKOWICZ CPA P00734754 4135870099 2024-11-14 2023 2024-10-15 13:58:12Z GEOFFREY NAUNHEIM 71 KING STREET NORTHAMPTON MA 01060 2078637 0 X WWW.UW-FH.ORG X 1922 MA TO ADVANCE THE COMMON GOOD IN FRANKLIN AND HAMPSHIRE COUNTY. 19 19 7 38 0 0 1351904 1147938 1534 16442 101105 162508 100005 7867 1554548 1334755 841831 729423 0 0 423079 455875 0 0 183084 246840 228644 1511750 1413942 42798 -79187 1904170 1714014 910849 804084 993321 909930 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 904291 729423 1146 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 $729,423 REPRESENT THE TOTAL EXPENSES RELATED TO PARTNER GRANTS, DONOR DESIGNATIONS, AND OTHER PROGRAMS. 79455 15296 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. 983746 1 1 0 0 0 0 0 0 0 1 1 1 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 1 6 0 7 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 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 *PAST* 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 *PAST* 2.00 X 0 0 0 JESSYE DEAN DIRECTOR 2.00 X 0 0 0 BRIANNA DROHEN DIRECTOR 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 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 *PAST* 2.00 X 0 0 0 NATHANIEL TRIPP DIRECTOR 2.00 X 0 0 0 JANICE WARD 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 GEOFFREY NAUNHEIM EXECUTIVE DIRECTOR 37.00 X 92596 0 10244 92596 0 10244 0 0 0 0 0 13200 1134738 61461 1147938 OTHER PROGRAM INCOME 561000 15296 15296 DONORS CHOICE ADMIN FE 561000 1146 1146 16442 45899 45899 860491 743882 116609 116609 116609 7867 13200 0 7867 7867 1334755 16442 0 170375 729423 729423 95296 47648 19059 28589 266805 77182 101730 87893 17076 5887 5696 5493 39598 13651 13209 12738 37100 12790 12376 11934 17200 17200 10032 10032 9640 4900 4740 5177 1450 250 3477 40544 3362 22754 14428 38747 34873 1937 1937 2884 156 193 2535 20671 20671 6499 5849 325 325 3964 220 3704 40 PROGRAM EXPENSES 40139 40139 EQUIPMENT LEASE, REPAIR 19312 6216 13096 CAMPAIGN EXPENSES 13835 140 13695 1413942 983746 247112 183084 201809 116949 38580 7335 437783 332246 9486 11341 276847 245666 37680 31181 509746 569807 669086 645155 1904170 1714014 30860 33690 29989 20394 850000 750000 910849 804084 X 576889 485897 416432 424033 993321 909930 1904170 1714014 -79187 -4204 0 X X 0 1 X 1 0 X 1097363 1039227 1236998 1351904 1147938 5873430 1097363 1039227 1236998 1351904 1147938 5873430 172625 5700805 12112 10642 68125 46348 45899 183126 6056556 76549 0.94130 0.93370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 669086 85622 103800 5753 645155 718347 48451 96739 973 669086 793321 -48993 25127 854 718347 88342 24091 3400 792 108241 88743 3647 3300 748 88342 0.57160 0.42840 1 0 147487 116306 31181 18048 18048 0 111312 111312 0 31181 COMMUNITY FOUNDATION - ENDOWMENT 95624 F OTHER ENDOWMENTS 549531 F 645155 ALLOCATIONS PAYABLE 750000 750000 X 1397819 -4204 77300 73096 1324723 10032 10032 1334755 1481210 77300 77300 1403910 10032 10032 1413942 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, 2022, 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. SPECIAL EVENT 21067 13200 7867 21067 13200 7867 7867 1 COMMUNITY HEALTH CENTER OF FRANKLIN COUNTY INC 102 MAIN STREET GREENFIELD MA 01301 043312968 501(C)3 60000 0 N/A N/A PROGRAM COMMUNITY ACTION PIONEER VALLEY INC 393 MAIN STREET GREENFIELD MA 01301 042384972 501(C)3 43430 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 40000 0 N/A N/A PROGRAM CHILDRENS ADVOCACY CENTER OF HAMPSHIRE COUNTY 593 ELM STREET NORTHAMPTON MA 01301 043457848 501(C)3 40000 0 N/A N/A PROGRAM HILLTOWN YOUTH PERFORMING ARTS PROGRAM INC 49 CONWAY STREET SHELBURNE FALLS MA 01070 842220127 501(C)3 40000 0 N/A N/A PROGRAM WESTERN MASSACHUSETTS TRAINING CONSORTIUM INC 187 HIGH STREET NO 202 HOLYOKE MA 01040 237450656 501(C)3 33282 0 N/A N/A PROGRAM IT TAKES A VILLAGE 2 MAIN STREET CUMMINGTON MA 01026 471394720 501(C)3 29780 0 N/A N/A PROGRAM AMHERST SURVIVAL CENTER 138 SUNDERLAND ROAD NORTH AMHERST MA 01059 042698462 501(C)3 25800 0 N/A N/A PROGRAM COMMUNITY LEGAL AID 20 HAMPTON COURT SUITE 100 NORTHAMPTON MA 01060 042446242 501(C)3 25800 0 N/A N/A PROGRAM NORTHAMPTON SURVIVAL CENTER INC 265 PROSPECT STREET NORTHAMPTON MA 01060 042774166 501(C)3 25800 0 N/A N/A PROGRAM THE SALVATION ARMY 25 SHAWMUT ROAD CANTON MA 02021 135562351 501(C)3 23220 0 N/A N/A PROGRAM 18 DEGREES 480 WEST STREET PITTSFIELD MA 01201 042226238 501(C)3 21930 0 N/A N/A PROGRAM CRAIG'S DOORS 256 NORTH PLEASANT STREET SUITE 4A AMHERST MA 01002 452474862 501(C)3 21500 0 N/A N/A PROGRAM FRANKLIN COUNTY COMMUNITY MEALS PROGRAM INC 324 WELLS STREET GREENFIELD MA 01301 223027098 501(C)3 21500 0 N/A N/A PROGRAM NORTH QUABBIN CITIZEN ADVOCACY PO BOX 362 ORANGE MA 01364 043218759 501(C)3 18060 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 17200 0 N/A N/A PROGRAM CENTER FOR HUMAN DEVELOPMENT 401 MAIN STREET SUITE 12 AMHERST MA 01020 042053926 501(C)3 15480 0 N/A N/A PROGRAM HILLTOWN COMMUNITY HEALTH CENTERS 58 OLD NORTH ROAD WORTHINGTON MA 01098 042161484 501(C)3 15480 0 N/A N/A PROGRAM MONTAGUE CATHOLIC SOCIAL MINISTRIES INC 41-43 THIRD STREET TURNERS FALLS MA 01376 043274078 501(C)3 13760 0 N/A N/A PROGRAM CENTER FOR NEW AMERICANS 42 GOTHIC STREET NORTHAMPTON MA 01060 043224215 501(C)3 12900 0 N/A N/A PROGRAM EASTHAMPTON COMMUNITY CENTER INC 12 CLARK STREET EASTHAMPTON MA 01027 042497523 501(C)3 12900 0 N/A N/A PROGRAM HILLTOWN COMMUNITY DEVELOPMENT CORPORATION 387 MAIN ROAD CHESTERFIELD MA 01012 042741009 501(C)3 12900 0 N/A N/A PROGRAM THE LITERACY PROJECT INC 15 BANK ROW SUITE C GREENFIELD MA 01301 042907399 501(C)3 12900 0 N/A N/A PROGRAM TAPESTRY 1985 MAIN STREET SUITE 202 SPRINGFIELD MA 01103 237303142 501(C)3 10320 0 N/A N/A PROGRAM BIG BROTHERS BIG SISTERS OF HAMPSHIRE COUNTY 332 BIRNIE AVENUE SPRINGFIELD MA 01107 042503926 501(C)3 10000 0 N/A N/A PROGRAM CHILDRENS ADVOCACY CENTER OF FRANKLIN AND NORTH QUABBIN INC 56 WISDOM WAY GREENFIELD MA 01301 474386987 501(C)3 10000 0 N/A N/A PROGRAM CUTCHINS CENTER 78 POMEROY TERRACE NORTHAMPTON MA 01060 042604427 501(C)3 10000 0 N/A N/A PROGRAM FRIENDS OF CHILDREN INC 241 KING STREET SUITE 227 NORTHAMPTON MA 01060 222952288 501(C)3 10000 0 N/A N/A PROGRAM JUST ROOTS INC 34 GLENBROOK DRIVE APT 1B GREENFIELD MA 01301 371637062 501(C)3 10000 0 N/A N/A PROGRAM MARY LYON FOUNDATION INC 26 ASHFIELD ROAD SHELBURNE FALLS MA 01370 223112593 501(C)3 10000 0 N/A N/A PROGRAM NORTHAMPTON PARENTS CENTER INC 297 MAIN STREET LOWER LEVEL NORTHAMPTON MA 01060 042993539 501(C)3 10000 0 N/A N/A PROGRAM PATHLIGHT INC 220 BROOKDALE DRIVE SPRINGFIELD MA 01104 042210685 501(C)3 10000 0 N/A N/A PROGRAM COLLABORATIVE FOR EDUCATIONAL SERVICES 97 HAWLEY STREET NORTHAMPTON MA 01060 042562893 501(C)3 8600 0 N/A N/A PROGRAM STONE SOUP CAFE INC 399 MAIN STREET GREENFIELD MA 01301 843664286 501(C)3 8600 0 N/A N/A PROGRAM WAY FINDERS INC 1780 MAIN STREET SPRINGFIELD MA 01103 042518368 501(C)3 8600 0 N/A N/A PROGRAM LIFE PATH INC 101 MUNSON STREET SUITE 201 GREENFIELD MA 01301 042542539 501(C)3 6880 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 6880 0 N/A N/A PROGRAM THE FOOD BANK OF WESTERN MASSACHUSETTS 97 N HATFIELD ROAD HATFIELD MA 01038 042751023 501(C)3 6450 0 N/A N/A PROGRAM AMHERST COMMUNITY CONNECTIONS 236 NORTH PLEASANT STREET AMHERST MA 01002 800478844 501(C)3 5160 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 61461 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.