Nonprofit · EIN 04-2104026
UNITED WAY OF GREATER FALL RIVER INC
Tax-exempt · FALL RIVER, MA 02720
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,950,406 | $1,496,344 | $454,062 | $12,566,419 | $1,009,774 | $11,556,645 |
| June 30, 2024 | 990 | $2,904,782 | $1,482,843 | $1,421,939 | $10,559,846 | $1,093,186 | $9,466,660 |
| June 30, 2023 | 990 | $1,889,684 | $1,509,224 | $380,460 | $9,097,414 | $1,052,693 | $8,044,721 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $1,106,002
- Program service revenue
- $0
- Investment income
- $858,394
- Net gain from sales of assets
- $532,829
- Net income from fundraising events
- -$24,760
- Other revenue
- -$13,990
Expenses
- Grants and similar amounts paid
- $973,148
- Compensation of officers, directors and key employees
- $103,604
- Other salaries and wages
- $147,288
- Salaries, compensation and benefits (total)
- $316,816
- Professional fundraising fees
- $0
- Accounting fees
- $16,785
- Occupancy
- $42,264
- Depreciation
- $1,227
- Program services (functional)
- $1,138,905
- Management and general (functional)
- $253,750
- Fundraising (functional)
- $103,689
Balance sheet and other
- Total assets, start of year
- $10,559,846
- Total assets, end of year
- $12,566,419
- Total liabilities, end of year
- $1,009,774
- Net assets, end of year
- $11,556,645
- Land, buildings and equipment
- $5,955
- Publicly traded securities
- $8,752,834
- Net assets without donor restrictions
- $5,389,088
- Net assets with donor restrictions
- $6,167,557
- Gross receipts
- $3,091,810
- Employees
- 4
- Volunteers
- 1,126
- Year formed
- 1957
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KIMBERLY SMITH | EXECUTIVE DIRECTOR Officer | 40 | $96,478 | $9,821 |
| SUSAN JENKINSON | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| FRANK SOUSA III | CHAIR-ELECT Trustee or director, Officer | 1 | $0 | $0 |
| JOAN MEDEIROS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MELISSA PANCHLEY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| DUGAN BECKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHAUN BRANCO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TARYN CABRAL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMES GREGORY CLARKIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| REBECCA COLLINS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BENJAMIN COOPER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LAURA DOUGLAS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BEN FEITELBERG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MONTE FERRIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTINA JOHNK | DIRECTOR Trustee or director | 1 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANNA LAFRANCE | DIRECTOR Trustee or director | 1 | $0 |
| JASON LEVINE | DIRECTOR Trustee or director | 1 | $0 |
| JOYCE LIVRAMENTO-YOUNG | DIRECTOR Trustee or director | 1 | $0 |
| MICHELLE MARCOS | DIRECTOR Trustee or director | 1 | $0 |
| MICHELLE PELLETIER | DIRECTOR Trustee or director | 1 | $0 |
| JEFFREY PINEAULT | DIRECTOR Trustee or director | 1 | $0 |
| STEVEN RUSSO | DIRECTOR Trustee or director | 1 | $0 |
| GEORGE SHAKER JR | DIRECTOR Trustee or director | 1 | $0 |
| ANDREW STINSON | DIRECTOR Trustee or director | 1 | $0 |
| MOISE ST LOUIS | DIRECTOR Trustee or director | 1 | $0 |
| JAMES WALLACE | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 26 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KIMBERLY SMITH | EXECUTIVE DIRECTOR Officer | 36.25 | $101,774 | $9,390 |
| REBECCA COLLINS | BOARD CHAIR Trustee or director, Officer | 0.47 | $0 | $0 |
| SUSAN JENKINSON | CHAIR-ELECT Trustee or director, Officer | 0.44 | $0 | $0 |
| JOAN M MEDEIROS | TREASURER Trustee or director, Officer | 0.38 | $0 | $0 |
| MELISSA PANCHLEY | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| JAMES WALLACE | FINANCE CHAIR Trustee or director, Officer | 0.52 | $0 | $0 |
| STEVEN RUSSO | ENDOWMENT CHAIR Trustee or director, Officer | 0.25 | $0 | $0 |
| JEFFREY PINEAULT | ALLOCATIONS CHAIR Trustee or director, Officer | 0.12 | $0 | $0 |
| MICHELLE PELLETIER | DIRECTOR Trustee or director, Officer | 0.3 | $0 | $0 |
| MICHELLE MARCOS | PERSONNEL CHAIR Trustee or director, Officer | 0.01 | $0 | $0 |
| MOISE SAINT LOUIS | RESEARCH AND PLANNING CHAIR Trustee or director, Officer | 0.12 | $0 | $0 |
| DUGAN BECKER | DIRECTOR Trustee or director | 0.1 | $0 | $0 |
| BEN COOPER | DIRECTOR Trustee or director | 0.02 | $0 | $0 |
| JASON LEVINE | DIRECTOR Trustee or director | 0.4 | $0 | $0 |
| JOYCE LIVRAMENTO YOUNG | DIRECTOR Trustee or director | 0.27 | $0 | $0 |
| ROBERT LUNQUEST | DIRECTOR Trustee or director | 0.08 | $0 | $0 |
| BEN FEITELBERG | DIRECTOR Trustee or director | 0.31 | $0 | $0 |
| LAURA DOUGLAS PHD | DIRECTOR Trustee or director | 0.21 | $0 | $0 |
| GEORGE MERCIER | DIRECTOR Trustee or director | 0.21 | $0 | $0 |
| CHRISTINA JOHNK | CAMPAIGN CHAIR Trustee or director | 0.33 | $0 | $0 |
| JANNA LAFRANCE | DIRECTOR Trustee or director | 0.33 | $0 | $0 |
| GEORGE SHAKER JR | DIRECTOR Trustee or director | 0.22 | $0 | $0 |
| FRANK B SOUSA III | DIRECTOR Trustee or director | 0.29 | $0 | $0 |
| REV ANDREW STINSON | DIRECTOR Trustee or director | 0.23 | $0 | $0 |
| SHAUN BRANCO | DIRECTOR Trustee or director | 0.33 | $0 | $0 |
| ROMMEL CORDOVA | DIRECTOR Trustee or director | 0.33 | $0 | $0 |
990 for the year ended June 30, 2023: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KIMBERLY SMITH | EXECUTIVE DIRECTOR Officer | 36.25 | $93,580 | $9,005 |
| REBECCA COLLINS | BOARD CHAIR Trustee or director, Officer | 0.56 | $0 | $0 |
| SUSAN JENKINSON | CHAIR-ELECT Trustee or director, Officer | 0.56 | $0 | $0 |
| JOAN M MEDEIROS | TREASURER Trustee or director, Officer | 0.38 | $0 | $0 |
| MELISSA PANCHLEY | SECRETARY Trustee or director, Officer | 0.35 | $0 | $0 |
| JAMES WALLACE | FINANCE CHAIR Trustee or director, Officer | 0.44 | $0 | $0 |
| STEVEN RUSSO | ENDOWMENT CHAIR Trustee or director, Officer | 0.46 | $0 | $0 |
| JEFFREY PINEAULT | ALLOCATIONS CHAIR Trustee or director, Officer | 0.63 | $0 | $0 |
| MARIA MATOS | IMPACT CHAIR Trustee or director, Officer | 0.1 | $0 | $0 |
| MICHELLE MARCOS | PERSONNEL CHAIR Trustee or director, Officer | 0.25 | $0 | $0 |
| MOISE SAINT LOUIS | RESEARCH AND PLANNING CHAIR Trustee or director, Officer | 0.29 | $0 | $0 |
| ROGER BELIVEAU | DIRECTOR Trustee or director | 0.04 | $0 | $0 |
| BEN COOPER | DIRECTOR Trustee or director | 0.33 | $0 | $0 |
| JASON LEVINE | DIRECTOR Trustee or director | 0.33 | $0 | $0 |
| JOYCE LIVRAMENTO YOUNG | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| ROBERT LUNQUEST | DIRECTOR Trustee or director | 0.15 | $0 | $0 |
| BEN FEITELBERG | DIRECTOR Trustee or director | 0.21 | $0 | $0 |
| LAURA DOUGLAS PHD | DIRECTOR Trustee or director | 0.17 | $0 | $0 |
| SHELDON GANA | DIRECTOR Trustee or director | 0.12 | $0 | $0 |
| GEORGE MERCIER | DIRECTOR Trustee or director | 0.08 | $0 | $0 |
| JORGELINA MOREIRA | DIRECTOR Trustee or director | 0.35 | $0 | $0 |
| CHRISTINA JOHNK | DIRECTOR Trustee or director | 0.27 | $0 | $0 |
| MICHELLE PELLETIER | IMMEDIATE PAST CHAIR Trustee or director, Officer | 0.38 | $0 | $0 |
| JANNA LAFRANCE | DIRECTOR Trustee or director | 0.27 | $0 | $0 |
| GEORGE SHAKER JR | DIRECTOR Trustee or director | 0.17 | $0 | $0 |
| FRANK B SOUSA III | DIRECTOR Trustee or director | 0.27 | $0 | $0 |
| REV ANDREW STINSON | DIRECTOR Trustee or director | 0.29 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 30 BEDFORD ST, FALL RIVER, MA 02720-3002
- In care of
- % PAT BERNIER
- Principal officer (990 for 2024)
- JOAN M MEDEIROS, 30 BEDFORD STREET PO BOX 2550, FALL RIVER, MA 02722
- Signed the 990
- JOAN M MEDEIROS, TREASURER
- Phone
- (508) 678-8361
- Website
- UWGFR.ORG
- Return prepared by
- NASH CPAS LLC
Mission
UNITED WAY OF GREATER FALL RIVER (UWGFR) IS A LEADER IN THE FIGHT FOR EQUITY AND STRIVES TO CREATE COMMUNITIES WHERE EVERYONE HAS THE RESOURCES, OPPORTUNITIES, AND SUPPORT THEY NEED TO THRIVE. BY UNITING ALL SEGMENTS OF THE COMMUNITY THROUGH A WELL-DEVELOPED COMMUNICATIONS.
Program accomplishments
- DISTRIBUTED 100% OF NET CAMPAIGN TO OVER 75 NON-PROFIT HEALTH AND HUMAN SERVICE AGENCIES WHOSE PROGRAMS SUPPORT THE MOST VULNERABLE POPULATIONS WITHIN THE GREATER FALL RIVER AREA. FOLLOWING COMPLETION OF THE ANNUAL CAMPAIGN, PRIMARY FUNDING WAS ALLOCATED AMONGST 62 APPROVED PROGRAMS WHO UNDERWENT A COMPREHENSIVE PROGRAM AND FINANCIAL REVIEW; SECONDARY FUNDING WAS PROVIDED TO LOCAL AGENCIES AND PROGRAMS AS DESIGNATED BY DONORS. ADDITIONAL FUNDING FROM DONOR RESTRICTED FUNDS HELD IN OUR ENDOWMENT WAS DISTRIBUTED FOLLOWING A COMPETITIVE GRANT PROCESS TO SUPPORT SPECIAL PROJECTS, PROGRAMS, AND INITIATIVES FACILITATED BY LOCAL NON-PROFIT PARTNERS THAT FOCUS ON HEALTH, EDUCATION, PREVENTION AND TRAINING, FINANCIAL STABILITY, ELDERCARE, SELF-SUFFICIENCY, AND FAMILY RESILIENCE.Expenses $1,016,000 · grants $973,148
- INFO LINE: UNITED WAY OF GREATER FALL RIVER (UWGFR) PROVIDES INFORMATION AND REFERRAL SERVICES TO CLIENTS WHO CALL-IN OR WALK-IN TO OUR OFFICE, OR INQUIRE ON OUR WEBSITE WITH FREQUENTLY UPDATED BROCHURES, DIRECTORIES, AND FLYERS DESIGNED TO EDUCATE AND INFORM THE COMMUNITY OF CURRENT RESOURCES AVAILABLE. UWGFR ALSO FUNDS AND CO-SPONSORS MASS211, AN INFOLINE AND WEBSITE WHICH PROVIDES REAL-TIME INFORMATION ANDRESOURCES IN 150 LANGUAGES FOR ESSENTIAL SERVICES, AS WELL AS REFERRALS FOR NON-EMERGENCY CALLS 24/7. SINCE BEING DESIGNATED BY THE MA DPH AND MEMA IN MARCH 2020 AS THE OFFICIAL COVID-19 RESOURCE AND REFERRAL LINE FOR RESIDENTS ACROSS THE COMMONWEALTH, INQUIRIES TO MASS 211 REMAIN AT A STEADY HIGH. DURING FISCAL YEAR 2025, MASS 211 FIELDED 9143 PHONECALLS FROM RESIDENTS IN GREATER FALL RIVER, WHICH WAS 23.4% OF ALL REFERRALS ACROSS THE COMMONWEALTH. THE TOP NEED CONTINUES TO BE HOUSING/SHELTER WITH RENTAL ASSISTANCE AS THE MOST REFFERRED CATEGORY.Expenses $122,905
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2104026
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1957
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $12,566,419
- Income (IRS master file)
- $3,091,810
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,950,406 | $1,496,344 | $12,566,419 | XML |
| 990 | June 2024 | $2,904,782 | $1,482,843 | $10,559,846 | IRS |
| 990 | June 2023 | $1,889,684 | $1,509,224 | $9,097,414 | XML |
| 990 | June 2022 | $1,504,335 | $1,563,736 | $8,206,591 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2104026).
Questions about UNITED WAY OF GREATER FALL RIVER INC
- What is the EIN of UNITED WAY OF GREATER FALL RIVER INC?
- The employer identification number (EIN) of UNITED WAY OF GREATER FALL RIVER INC is 04-2104026.
- Is UNITED WAY OF GREATER FALL RIVER INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
- Are donations to UNITED WAY OF GREATER FALL RIVER INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF GREATER FALL RIVER INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF GREATER FALL RIVER INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF GREATER FALL RIVER INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNITED WAY OF GREATER FALL RIVER INC?
- The 990 for the year ended June 30, 2025 names JOAN M MEDEIROS.
- Who are the officers and directors of UNITED WAY OF GREATER FALL RIVER INC?
- The 990 for the year ended June 30, 2025 lists 26 people; 1 received compensation from the organization, the highest $96,478 (KIMBERLY SMITH, EXECUTIVE DIRECTOR).
- How much revenue does UNITED WAY OF GREATER FALL RIVER INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,950,406, expenses of $1,496,344 and total assets of $12,566,419 at year end.
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- PEOPLE INCORPORATED EIN 04-2447216 · last filed 990 for 2025
- BRISTOL AGING & WELLNESS INC EIN 04-2545767 · last filed 990 for 2025
- ST ANNES CREDIT UNION OF FALL RIVER MASS EIN 04-2128094 · last filed 990 for 2024
- CITIZENS FOR CITIZENS INC EIN 04-6134724 · last filed 990 for 2025
- HAROLD D AND ANNETTE PRICE FAMILY FOUNDATION EIN 47-4119262 · last filed 990-PF for 2025
- STANLEY STREET TREATMENT AND RESOURCES EIN 04-2604426 · last filed 990 for 2025
- FAMILY SERVICE ASSOCIATION OF GREATER FALL RIVER INC EIN 04-2104058 · last filed 990 for 2025