2024-10-24T07:41:58-05:00 2024-06-30 872525370 CITRIN COOPERMAN ADVISORS LLC 500 EXCHANGE STREET SUITE 9-100 PROVIDENCE RI 02903 990 2023-07-01 042104264 UNITED WAY OF GREATER NEW BEDFORD INC UNIT 5089949625 128 UNION STREET 105 NEW BEDFORD MA 02740 MICHELLE N HANTMAN PRESIDENT/CEO 5089949625 2024-10-23 1 1 AMBER BICHUN P01718349 4014214800 2024-10-23 2023 2024-10-15 13:58:12Z MICHELLE N HANTMAN 128 UNION STREET 105 NEW BEDFORD MA 02740 3283423 0 X WWW.UNITEDWAYOFGNB.ORG X 1953 MA OUR MISSION IS TO MOBILIZE PEOPLE, PARTNERSHIPS AND RESOURCES TO CATALYZE CHANGE THAT STRENGTHENS THE COMMUNITIES SERVED. 20 20 30 829 0 0 2692293 2766982 0 0 113203 182390 55565 143970 2861061 3093342 420000 415000 0 0 1131459 1143561 0 0 353102 1287251 1356590 2838710 2915151 22351 178191 3578851 3686643 842693 620211 2736158 3066432 X OUR MISSION IS TO MOBILIZE PEOPLE, PARTNERSHIPS AND RESOURCES TO CATALYZE CHANGE THAT STRENGTHENS THE COMMUNITIES SERVED. 0 0 1002233 FAMILY SUPPORT PROGRAM:THIS PROGRAM IS FUNDED THROUGH TWO COST-REIMBURSEMENT CONTRACTS. ONE IS AN ACCOMMODATION RATE CONTRACT FROM THE COMMONWEALTH OF MASSACHUSETTS DEPARTMENT OF CHILDREN AND FAMILIES ("DCF"), AND THE OTHER IS A COST REIMBURSEMENT GRANT WITH THE MASSACHUSETTS SERVICE ALLIANCE ("MSA"). ULTIMATELY, THE GOAL OF THIS WORK IS TO STRENGTHEN FAMILIES, PREVENT CHILD ABUSE AND NEGLECT, AND BUILD A HEALTHIER COMMUNITY.FAMILY RESOURCE AND DEVELOPMENT CENTER ("FRC") - OFFERS AN ARRAY OF SERVICES FOR FAMILIES WHOSE CHILDREN RANGE FROM BIRTH TO 18 YEARS OF AGE. WITH BEHAVIORAL HEALTH PARTNER, CHILD AND FAMILY SERVICES, THE FRC PROVIDES A RANGE OF SERVICES AD SUPPORTS FOR FAMILIES IN NEED, INCLUDING ASSESSMENT SERVICES AND INFORMATION AND REFERRAL RESOURCES FOR SUCH THINGS AS HOUSING SERVICES, FOOD AND NUTRITION SERVICES, TRANSPORTATION AND EMPLOYMENT AND CHILD CARE. THE FRC ALSO PROVIDES PARENT EDUCATIONAL GROUPS, PARENTCHILD ACTIVITIES, EDUCATIONAL CLASSES AND WORKSHOPS FOR BOTH PARENTS AND TEENS. IN ADDITION, THE FRC PROVIDES SPECIFIC SERVICES FOR PARENTS AND CHILDREN WHO ARE DEALING WITH SERIOUS PROBLEMS AT HOME AND AT SCHOOL, KNOWS AS CHILDREN REQUIRING ASSISTANCE (CRA). THESE SERVICES INCLUDE ACCESS TO A RANGE OF VOLUNTARY MENTAL HEALTH SERVICES AND WRAP-AROUND SUPPORT SERVICES.NEW BEDFORD COMMUNITY CONNECTIONS COALITION (NBCCC) - THE MAIN FOCUS OF THE COALITION IS TO FACILITATE THE ORGANIZATION OF A COMPREHENSIVE FAMILY SUPPORT SYSTEM THROUGHOUT THE CITY OF NEW BEDFORD WHILE PROMOTING A COMMUNITY CENTERED CHILD WELFARE BEST PRACTICES APPROACH.PATCH - CO-LOCATED IN THE FAMILY RESOURCE CENTER, ALONG WITH THE NBCCC STAFF, IS THE DCF PATCH UNIT. PATCH IS A TEAM OF DCF SOCIAL WORKERS WORKING CLOSELY WITH OUR NBCCC STAFF TO PROMOTE SHARED OWNERSHIP OF THE PROBLEM OF CHILD PROTECTION WITHIN OUR COMMUNITY. BEING CO-LOCATED WITH NBCCC ENABLES DCF SOCIAL WORKERS TO CONNECT FAMILIES INVOLVED WITH DCF TO COMMUNITY RESOURCES MORE QUICKLY, MINIMIZING THE NEED FOR LENGTHY DCF INTERVENTION, AND PROVIDES FAMILIES ACCESS TO AN ARRAY OF RESOURCES TO HELP PREVENT REPEAT CHILD MALTREATMENT.THE NEW BEDFORD STRENGTHENING FAMILIES (NBSF) AMERICORPS PROGRAM - AN AMERICORPS STATE PROGRAM LED BY UNITED WAY OF GREATER NEW BEDFORD. AMERICORPS IS A NATIONAL SERVICE PROGRAM WHERE MEMBERS PROVIDE SERVICE TO MAKE PEOPLE SAFER, STRONGER, AND HEALTHIER TO STRENGTHEN THEIR COMMUNITIES. AMERICORPS MEMBERS SERVING AT DIFFERENT HOST SITES IMPLEMENT EVIDENCE-BASED INTERVENTIONS THAT STRENGTHEN FAMILIES, WITH A FOCUS ON PREVENTING CHILD ABUSE AND NEGLECT. THE NBSF AMERICORPS PROGRAM IS BASED IN THE STRENGTHENING FAMILIES PROTECTIVE FACTORS FRAMEWORK THAT CENTERS ON FIVE INTERRELATED FAMILY PROTECTIVE FACTORS: KNOWLEDGE OF PARENTING AND CHILD DEVELOPMENT, CONCRETE SUPPORTS IN TIMES OF NEED, SOCIAL CONNECTIONS, SOCIAL AND EMOTIONAL COMPETENCE OF CHILDREN, AND PARENTAL RESILIENCE. 572185 COMMUNITY SERVICES PROGRAM - THE COMMUNITY SERVICES PROGRAM PROVIDES VOLUNTEER PLACEMENT THROUGHT ITS ONLINE VOLUNTEER MATCHING DATABASE, CONDUCTS EVENTS FOR INDIVIDUALS TO ENGAGE IN COMMUNITY SERVICE THROUGH VARIOUS SERVICE EVENTS, WORKS WITH GRASSROOTS GROUPS THROUGH THE COMMUNITY BUILDING MINI-GRANTS PROGRAM AND PROMOTES AWARENESS AND EDUCATION. ALSO, THROUGH IT'S HUNGER COMMISSION, IT PROVIDES FOOD AND LOGISTICAL SUPPORT FREE OF CHARGE TO ESTABLISHED PANTRIES, SHELTERS, SOUP KITCHENS AND COUNCILS ON AGING AND PROVIDE WORKING FAMILIES WITH FREE,FRESH PRODUCE THROUGH MOBILE MARKETS. 415000 415000 COMMUNITY INVESTMENT PROGRAM:THROUGH ITS 'COMMUNITY IMPACT GRANTS AND A 'CITIZENS REVIEW' PROCESS, UNDESIGNATED FUNDING IS GRANTED TO LOCAL AGENCIES AND PUBLIC ENTITIES DELIVERING SERVICES WITHIN UNITED WAY OF GREATER NEW BEDFORD STRATEGIC PRIORITY AREAS. THESE AREAS CONSIST OF HEALTH, EDUCATION, FINANCIAL STABILITY AND BASIC NEEDS.THROUGH THE 'CHANGEMAKER GRANTS PROGRAM', THE ORGANIZATION AWARDS SMALL GRANTS TO ALL VOLUNTEER GRASSROOTS GROUPS WHO PERFORM PROJECTS IN THE STRATEGIC PRIORITY AREAS.THE 'INNOVATION FUND', FUNDS HIGHER RISK, HIGHER REWARD PROJECTS THAT AIM TO BE BREAKTHROUGHS IN THE AREAS OF HEALTH, EDUCATION, FINANCIAL STABILITY AND BASIC NEEDS. THE CRITERIA FOR THESE PROJECTS MUST REIMAGINE THE DESIGN OF A PROGRAM, USE TECHNOLOGY IN A NEW WAY, OR TEST NEW COMMUNICATION TOOLS.'WOMEN UNITED FUND', SUPPORT PROJECTS AND PROGRAMS FOCUSED ON EARLY CHILDHOOD DEVELOPMENT AND LITERACY. IT STRIVES TO PROVIDE FAMILIES ACCESS TO THE NECESSARY TOOLS, RESOURCES, AND OPPORTUNITIES TO ENGAGE IN QUALITY EARLY LEARNING EXPERIENCES.THE 'EMERGING NEEDS & OPPORTUNITIES FUND' ALLOWS THE ORGANIZATION TO FUND PROJECTS THAT FALL OUTSIDE OF THE SCOPE AND TIMING OF OTHER FUNDING STREAMS. THIS INCLUDES PROJECTS THAT ARISE DUE TO EMERGENCIES OR CRISES THAT PRESENT THEMSELVES AS TIME SENSITIVE OPPORTUNITIES THAT HAVE THE POTENTIAL FOR GREAT IMPACT.THE 'HOLIDAY UNITED FUND' OFFERS SMALL GRANTS TO HELP LOCAL NON-PROFIT ORGANIZATIONS BRIGHTEN THE HOLIDAYS FOR INDIVIDUALS AND FAMILIES WHO ARE IN NEED.THE 'TOGETHER, UNITED FUND' WILL SUPPORT LOCAL NONPROFITS TO STRENGTHEN OR DEVELOP THEIR OWN "DEI" AGENDA. THE FUND WILL OFFER GRANTS TO AID ORGANIZATIONS IN DEVELOPING A SPECIFIC EQUITY LENS IN GOVERNANCE AND OPERATIONAL PRACTICES.ALL APPLICATIONS AND PROPOSALS ARE REVIEWED FOR THEIR ARTICULATION OF THE FOLLOWING:1. THE IMPORTANCE OF THE CHALLENGE THEY ARE TARGETING IN THE COMMUNITY.2. THE APPROPRIATENESS AND CREDIBILITY OF THE PROPOSED STRATEGY TO ADDRESS THE CHALLENGE.3. THE COMPATIBILITY AND CAPACITY OF THEIR ORGANIZATION OR GROUP TO CARRY OUT THE PROGRAM STRATEGY.4. THE MEASURABLE BENEFIT PER DOLLAR INVESTED. 1989418 1 1 0 0 0 0 0 0 0 0 1 0 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 15 0 1 30 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 MA X KATHERINE CRAWFORD 5089949625 128 UNION STREET SUITE 105 NEW BEDFORD MA 02740 NELSON TAVARES DIRECTOR 0.50 X 0 0 0 SHANNA HOWELL CHAIR 1.00 X X 0 0 0 CHRISTOPHER FORTIER VICE-CHAIR 1.00 X X 0 0 0 JENNIFER OLIVIER TREASURER 1.00 X X 0 0 0 JENNIFER ST PIERRE CLERK 1.00 X X 0 0 0 ROLAND A GIROUX IMMEDIATE PAST CHAIR 0.50 X 0 0 0 NICOLE ALMEIDA DIRECTOR 0.50 X 0 0 0 STARLENE ALVES DIRECTOR 0.50 X 0 0 0 HEATHER BONNET-HEBERT DIRECTOR 0.50 X 0 0 0 MORGAN DIAZ DIRECTOR 0.50 X 0 0 0 JENNIFER DOWNING DIRECTOR 0.50 X 0 0 0 FRANCINE FERGUSON DIRECTOR 0.50 X 0 0 0 MONTE FERRIS JR DIRECTOR 0.50 X 0 0 0 DAVID GOMES DIRECTOR 0.50 X 0 0 0 DONALD HARTLEY DIRECTOR 0.50 X 0 0 0 ROSEMARIE LOPES DIRECTOR 0.50 X 0 0 0 MICHELLE LORANGER DIRECTOR 0.50 X 0 0 0 MATTHEW PAYETTE DIRECTOR 0.50 X 0 0 0 JACQUELINE SOMERVILLE DIRECTOR 0.50 X 0 0 0 RAY SURPRENANT DIRECTOR 0.50 X 0 0 0 MICHELLE HANTMAN PRESIDENT & CEO 37.50 X 122091 0 26173 KATHERINE CRAWFORD CHIEF FINANCE & HR OFFICER 37.50 X 98000 0 0 SARAH ROSE CHIEF IMPACT OFFICER 37.50 X 107462 0 5373 327553 0 31546 2 0 0 0 CHILD & FAMILY SERVICES INC 1268 EDDY STREET PROVIDENCE RI 02905 LICENSED CLINICAL SRVCS & CASE MANAGER 138079 1 2950 1113085 1650947 354910 2766982 73157 73157 243555 134322 109233 109233 109233 180343 2950 55759 124584 124584 OTHER REVENUE 900099 19386 19386 19386 3093342 0 0 326360 415000 415000 273413 152795 74742 45876 706488 394815 193132 118541 13235 7396 3618 2221 66903 37388 18289 11226 83522 46676 22832 14014 2975 2975 27695 27695 16337 16337 270602 218058 52544 5799 1782 3738 279 74791 51016 15793 7982 106846 69230 37616 51190 48247 809 2134 36631 32357 3795 479 387 387 1529 1529 27968 5807 22161 DONATED FOOD 349097 220437 128660 PROGRAM SUPPORT 292773 287773 5000 0 DUES AND SUBSCRIPTIONS 48032 500 37246 10286 BAD DEBT 28934 28934 15004 141 3459 11404 2915151 1989418 572631 353102 72 72 869389 766858 234799 230032 277016 239397 28304 19490 99040 94582 5987 4458 1997483 2316906 165801 109430 3578851 3686643 122593 50400 512217 441475 39649 17120 168234 111216 842693 620211 X 2480452 2557481 255706 508951 2736158 3066432 3578851 3686643 178191 152083 0 X X 0 1 X 1 0 X 3759620 6050083 4336998 2691493 2766982 19605176 3759620 6050083 4336998 2691493 2766982 19605176 1236692 18368484 45351 42046 40457 54523 73157 255534 19060 16676 19137 232043 199729 486645 20347355 0.90270 0.91690 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS FUNDRAISING INCOME - 2019 AMOUNT: $ 19,060. 2020 AMOUNT: $ 16,676. 2021 AMOUNT: $ 19,137. 2022 AMOUNT: $ 232,043. 2023 AMOUNT: $ 180,343. OTHER INCOME - 2023 AMOUNT: $ 19,386. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 99040 94582 4458 4458 ROU LIABILITY - OPERATING 103778 ROU LIABILITY - FINANCING 7438 111216 X 3229088 152083 152083 3077005 16337 16337 3093342 2898814 0 2898814 16337 16337 2915151 PART X, LINE 2: THE ORGANIZATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. IN ADDITION, THE ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO NO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. AS A NOT-FOR-PROFIT CORPORATION, THE ORGANIZATION IS SUBJECT TO UNRELATED BUSINESS INCOME TAX ("UBIT"), IF APPLICABLE. IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, THE ORGANIZATION APPLIES THE "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION AND DERECOGNITION OF TAX POSITIONS FOR ITS FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE ORGANIZATION'S TAX POSITIONS AND HAS CONCLUDED THAT THERE WERE NO UNCERTAIN TAX POSITIONS THAT QUALIFIED FOR EITHER RECOGNITION OR DISCLOSURE. POWER OF THE PURSE 151078 2450 148628 190 10202 19846 2972 6746 AUTUMN SOIREE 32215 500 31715 4519 7076 1525 2683 183293 2950 180343 190 14721 26922 4497 9429 55759 124584 1 THE FAMILY PANTRY DAMIEN'S PLACE CORP PO BOX 111 FAIRHAVEN MA 02719 223278832 501(C)(3) 15000 0 BASIC NEEDS CARITAS COMMUNITIES 25 BRAINTREE HILL OFFICE PARK SUITE 206 BRAINTREE MA 02184 042875899 501(C)(3) 25000 0 BASIC NEEDS COALITION FOR HEALTH EQUITY AND EARLY DEVELOPMENT THE MARION INSTITUTE 202 SPRING STREET MARION MA 02738 043206583 501(C)(3) 10000 0 HEALTH WAREHAM AREA COMMITTEE FOR THE HOMELESS INCTURNING POINT 6 ROGERS AVE WAREHAM MA 02571 412079668 501(C)(3) 20000 0 BASIC NEEDS THE HERREN PROJECT PO BOX 131 PORTSMOUTH RI 02871 800748314 501(C)(3) 25000 0 HEALTH COACHING4CHANGE 427 WINTHROP STREET UNIT A TAUNTON MA 02780 273708397 501(C)(3) 10000 0 EDUCATION DENNISON MEMORIAL COMMUNITY CENTER 755 SOUTH FIRST STREET NEW BEDFORD MA 02740 042103806 501(C)(3) 20000 0 EDUCATION YOUTH OPPORTUNITIES UNLIMITED INC 224 BROCK AVENUE NEW BEDFORD MA 02744 562438443 501(C)(3) 22000 0 EDUCATION PEOPLE ACTING IN COMMUNITY ENDEAVORS INC 166 WILLIAM STREET NEW BEDFORD NEW BEDFORD MA 02740 042777810 501(C)(3) 25000 0 EDUCATION AND FINANCIAL STABILITY DISCOVERY LANGUAGE ACADEMY 128 UNION STREET NEW BEDFORD MA 02740 042725417 501(C)(3) 20000 0 EDUCATION NATIVITY PREPARATORY SCHOOL 66 SPRING STREET NEW BEDFORD MA 02740 043501206 501(C)(3) 20000 0 EDUCATION YWCA OF SOUTHEASTERN MA INC 20 SOUTH SIXTH STREET NEW BEDFORD MA 02740 042104747 501(C)(3) 25000 0 EDUCATION COMMUNITY ECONOMIC DEVELOPMENT CENTER OF SOUTHEASTER MA 1285 ACUSHNET AVE NEW BEDFORD MA 02740 043371170 501(C)(3) 35000 0 FINANCIAL STABILITY CHILD & FAMILY SERVICES INC 1061 PLEASANT STREET NEW BEDFORD MA 02740 042104754 501(C)(3) 18000 0 HEALTH CHILDRENS ADVOCACY CENTER 58 ARCH STREET FALLRIVER MA 02724 043135548 501(C)(3) 25000 0 HEALTH HEALTH IMPERATIVES 651 ORCHARD STREET SUITE 100 NEW BEDFORD MA 02744 042609177 501(C)(3) 25000 0 HEALTH MEETING STREET MASSACHUSETTS 1 POSA PLACE DARTMOUTH MA 02747 042296947 501(C)(3) 10000 0 HEALTH OUR SISTERS SCHOOL 145 BROWNELL AVENUE NEW BEDFORD MA 02740 260367118 501(C)(3) 20000 0 HEALTH STEPPINGSTONE INCORPORATED 522 NORTH MAIN STREET FALLRIVER MA 02720 042505146 501(C)(3) 20000 0 HEALTH COASTLINE ELDERLY SERVICES 863 BELLEVILLE AVENUE NEW BEDFORD MA 02745 042622121 501(C)(3) 25000 0 HEALTH 20 0 PART I, LINE 2: PROGRAM MANAGERS ARE RESPONSIBLE FOR ENSURING FULL PROGRAMMATIC AND FISCAL COMPLIANCE FOR ALL GRANTS RECEIVED. THEY ACCOMPLISH THIS THROUGH THE FOLLOWING: - FILES FOR EACH GRANT ARE MAINTAINED WHICH INCLUDE GRANT APPLICATION, GRANT AWARD NOTIFICATIONS, CORRESPONDENCE, REPORTS (FISCAL, PERFORMANCE, MONITORING, ETC.) - TERMS AND CONDITIONS ARE REVIEWED AND COMPLIED WITH THROUGHOUT THE FISCAL YEAR. - RECORDS ARE MAINTAINED THAT DOCUMENT GRANT EXPENDITURES. X FOOD 12 220437 FAIR MARKET VALUE X SUPPLIES 96 134473 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): PART I, COLUMN B REPRESENTS NO OF DIFFERENT DONORS WHO HAVE CONTRIBUTED THE ITEMS LISTED ABOVE. FORM 990, PART VI, SECTION A, LINE 8B THE EXECUTIVE COMMITTEE FUNCTIONS IN PLACE OF THE BOARD OF DIRECTORS (BOD) IN BETWEEN MEETINGS IF NECESSARY. AT ITS NEXT REGULAR MEETING, THE BOD SHALL REVIEW AND RATIFY ALL ACTIONS AND DECISIONS OF THE EXECUTIVE, COMMITTEE, WHICH ARE DOCUMENTED IN THE BOD MINUTES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE FINANCE AND EXECUTIVE COMMITTEE AND FILED WITH THE IRS AFTER FINAL APPROVAL BY THE BOARD TREASURER. THE FORM 990 IS ALSO DISTRIBUTED TO THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS PROVIDED TO ALL BOARD MEMBERS AND KEY EMPLOYEES ON AN ANNUAL BASIS. THE PRESIDENT MONITORS AND ENFORCES COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 UPON HIRE OF THE PRESIDENT AND OTHER KEY EMPLOYEES, THE FOLLOWING FACTORS ARE TAKEN INTO CONSIDERATION: EXPERIENCE OF CANDIDATE, SALARIES OF SIMILAR POSITIONS IN THE AREA AND UNITED WAY WORLDWIDE HUMAN CAPITAL STUDY/STAFF SALARY REPORT, WHICH DETAILS SALARIES BY UW SIZE, REGION, AND POSITION. COMPENSATION IS DISCUSSED BY THE EXECUTIVE COMMITTEE OF THE BOARD AND APPROVED BY THE FINANCE COMMITTEE. SUBSEQUENTLY, THE COMPENSATION IS INCLUDED IN THE ORGANIZATION'S BUDGET WHICH IS APPROVED BY THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE VIA THE SECRETARY OF THE COMMONWEALTH OF MASSACHUSETTS CORPORATE DATABASE AND UPON REQUEST. THE CONFLICT OF INTEREST POLICY IS AVAILABLE UPON REQUEST. FINANCIAL STATEMENTS ARE AVAILABLE THROUGH THE COMMONWEALTH OF MA DIVISION OF PUBLIC CHARITIES, OR UPON REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION UNDERWENT A FORMAL RFP PROCESS DURING THE FISCAL YEAR, IN WHICH A NEW ACCOUNTING FIRM WAS AWARDED THE BID ON THE AUDIT AND TAX SERVICES.