2024-09-03T10:33:50-05:00 2023-12-31 020449197 OSTER & WHEELER PC 265 WASHINGTON ST KEENE NH 03431 990 2023-01-01 020236885 MONADNOCK UNITED WAY INC MONA 6033524209 23 CENTER ST KEENE NH 03431 ALEX KAPILOFF TREASURER 6033524209 2024-09-03 1 0 CHRISTOPHER R WHEELER CPA P01436628 6033524500 2024-09-03 2023 2024-08-08 14:25:15Z 23 CENTER ST KEENE NH 03431 1505281 0 X WWW.MUW.ORG X 1969 NH MONADNOCK UNITED WAY IS DEDICATED TO IMPROVING LIVES BY MOBILIZING DIVERSE PARTNERS AND INVESTING IN PROGRAMS AND PEOPLE TO CREATE LONG-LASTING MEASURABLE CHANGE. 13 13 10 0 0 0 1492906 1476872 0 0 599 20990 10602 5438 1504107 1503300 727575 813786 0 0 473746 513338 0 0 211395 577677 459900 1778998 1787024 -274891 -283724 3251982 2971718 107633 77381 3144349 2894337 X MONADNOCK UNITED WAY IS DEDICATED TO IMPROVING LIVES BY MOBILIZING DIVERSE PARTNERS AND INVESTING IN PROGRAMS AND PEOPLE TO CREATE LONG-LASTING MEASURABLE CHANGE. 0 0 813786 813786 5438 COMMUNITY BUILDING:MONADNOCK UNITED WAY (MUW) WORKS COLLABORATIVELY TO ADDRESS OUR COMMUNITY'S NEEDS IN THREE FOCUS AREAS: CHILDREN, EDUCATION AND FINANCIAL STABILITY THROUGHOUT EVERY COMMUNITY IN OUR REGION. MUW USES A COLLECTIVE IMPACT MODEL TO BRING PEOPLE FROM ACROSS ALL SECTORS OF THE MONADNOCK REGION AND STATE OF NEW HAMPSHIRE TOGETHER TO SOLVE THESE ISSUES IN OUR COMMUNITY: ENSURING THAT CHILDREN LIVE IN SAFE, NURTURING, HEALTHY HOMES BECAUSE WE HAVE THE 3RD HIGHEST RATE OF CHILD ABUSE AND NEGLECT IN THE STATE. ENSURING THAT EVERYONE HAS THE FINANCIAL RESOURCES THEY NEED TO LIVE HEALTHY, HAPPY AND PRODUCTIVE LIVES, BECAUSE 1 IN 4 OF US ARE LOW INCOME, WHICH IS HIGHER THAN THE STATE AVERAGE OF 1 IN 5. AND ENSURING THAT EVERYONE IN OUR COMMUNITY RECEIVES AN EDUCATION THAT ENABLES THEM TO ACHIEVE THEIR FULLEST POTENTIAL BECAUSE OUR CHILDREN SCORE LOWER THAN THE REST OF THE STATE IN ENGLISH AND MATH. THESE PROBLEMS ARE COMPLEX AND NO SINGLE ORGANIZATION OR INDIVIDUAL ALONE CAN SOLVE THEM. BY BRINGING ALL SEGMENTS OF OUR COMMUNITY TOGETHER, WE CAN CREATE LONG-LASTING CHANGES AND ADDRESS THE UNDERLYING CAUSES OF THE PROBLEMS. MUW FUNDS OVER 30 COLLECTIVES AND INDIVIDUAL PROGRAMS, PROVIDING GUIDANCE AND TECHNICAL ASSISTANCE TO HELP FUNDED PROGRAMS ACHIEVE THEIR GOALS. MUW ALSO BRINGS SECTORS TOGETHER TO ADDRESS OUR REGION'S NEEDS. THIS INCLUDES THE BUSINESS SECTOR, EDUCATION SECTOR, GOVERNMENTAL SECTOR ON A LOCAL, REGIONAL AND STATEWIDE BASIS AND ORGANIZATIONS SUCH AS EARLY LEARNING NH, PARENT INFO CENTER, CONNECTED FAMILIES NH, HEALTHY MONADNOCK ALLIANCE, AND NH FUNDER'S FORUM. MONADNOCK UNITED WAY SERVES AS THE ADMINISTRATOR FOR THE FEDERAL EMERGENCY FOOD AND SHELTER PROGRAM FOR CHESHIRE COUNTY. 597048 IMPACT AND INVESTMENT:THE MONADNOCK UNITED WAY HAS A UNIQUE INVESTMENT PROCESS, WHICH SUPPORTS AND ENCOURAGES COLLECTIVE AND COLLABORATIVE EFFORTS; FOCUSES ON BOTH PROGRAM-SPECIFIC AND COLLECTIVE ACHIEVEMENT OF OUTCOMES THAT ADDRESS OUR REGION'S UNDERLYING ISSUES FOR CHILDREN, EDUCATION AND FINANCIAL STABILITY; AND ENSURES FISCAL AND GOVERNANCE ACCOUNTABILITY. THE OBJECTIVE OF MUW'S IMPACT AND INVESTMENT COMMITTEE IS TO DEPLOY MONADNOCK UNITED WAY FINANCIAL AND BACKBONE SUPPORT TO MAXIMIZE THE RESOURCES AVAILABLE TO INITIATIVES THAT WORK TOWARD A COMMON AGENDA, SHARED MEASUREMENT, MUTUALLY REINFORCING ACTIVITIES, AND WHO ENGAGE IN CONTINUOUS COMMUNICATION. MUW'S VOLUNTEER INVESTMENT TEAM MEMBERS READ PROPOSALS, CONDUCT SITE VISITS, LISTEN TO PRESENTATIONS FROM AGENCIES REQUESTING FUNDING, AND MAKE FUNDING RECOMMENDATIONS. THESE VOLUNTEERS ALSO ASSIST STAFF IN REVIEWING REGULAR REPORTING THROUGHOUT THE MULTI-YEAR FUNDING CYCLE TO ENSURE THAT PROGRAMS ARE ON-TARGET, TO HIGHLIGHT AREAS OF CONCERN, AND TO PROVIDE SUPPORT AND ASSISTANCE SO PROGRAMS MAY ADDRESS THOSE CONCERNS AS EARLY AS POSSIBLE IN THEIR FUNDING CYCLE. THIS SYSTEM IS DESIGNED TO BE ACCOUNTABLE TO THE DONOR, RESPONSIVE TO OUR COMMUNITY'S NEEDS AND INCLUSIVE OF THE PROGRAMS TO WHICH THE GIVERS WISH TO CONTRIBUTE. 95775 IMPACT MONADNOCK:IMPACT MONADNOCK SEEKS TO IMPROVE OUTCOMES FOR ALL CHILDREN IN THE MONADNOCK REGION, FROM BIRTH TO AGE EIGHT, AND THEIR FAMILIES FOR FUTURE ACADEMIC, CAREER AND LIFE SUCCESS. IT WAS CREATED IN RESPONSE TO RESEARCH INDICATING THAT EARLY CHILDHOOD DEVELOPMENT IS ONE OF THE MOST CRITICAL FACTORS DETERMINING THE FUTURE OF ALL CITIZENS OF THE MONADNOCK REGION, BECAUSE WHAT HAPPENS TO OUR YOUNGEST RESIDENTS WILL HAVE A POWERFUL IMPACT ON OUR COMMUNITY'S FUTURE SUCCESS AND PROSPERITY. FOCUSING ON THE EDUCATIONAL ACHIEVEMENT AND WELFARE OF CHILDREN FROM BIRTH TO AGE EIGHT CREATES A STRONG FOUNDATION FOR THEIR FUTURE HEALTH, HAPPINESS AND ECONOMIC OPPORTUNITY. AND THIS IN TURN, LEADS TO MORE STABILITY AND PROSPERITY FOR THE COMMUNITIES WHERE THEY LIVE. IMPACT MONADNOCK'S MASTER PLAN IS BASED ON A COMPREHENSIVE ANALYSIS OF THE CHALLENGES FACING OUR REGION. IT ALIGNS WITH THE NEW HAMPSHIRE STRATEGIC PLAN FOR EARLY CHILDHOOD. 14522 THE MONADNOCK UNITED WAY COLLABORATES WITH OTHER MONADNOCK REGION AGENCIES ON VARIOUS PROJECTS. SOME OF THESE PROJECTS PROVIDE THAT THE MONADNOCK UNITED WAY WILL ACT AS FISCAL AGENT FOR SUCH COOPERATIVE EFFORTS. 14522 1521131 1 1 0 0 0 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NH X X X LIZ LAROSE 6033524209 23 CENTER ST KEENE NH 03431 ALEX KAPILOFF VICE TREASURER 1.00 X X 0 0 0 ANDREW CONNELL DIRECTOR 1.00 X 0 0 0 BARBARA TREMBLAY DIRECTOR 1.00 X 0 0 0 BEN WHEELER TREASURER 1.00 X X 0 0 0 ERIC GRAAGE DIRECTOR 1.00 X 0 0 0 KELLY SCARGILL DIRECTOR 1.00 X 0 0 0 LACY GILLOTTI DIRECTOR 1.00 X 0 0 0 MARCUS OWENS DIRECTOR 1.00 X 0 0 0 MICHAEL REMY DIRECTOR 1.00 X 0 0 0 MICHELLE DELLAVITA CHAIR 1.00 X X 0 0 0 MICHELLE WOOD DIRECTOR 1.00 X 0 0 0 MYRA REBILLARD VICE CHAIR 1.00 X X 0 0 0 TIM MURPHY DIRECTOR 1.00 X 0 0 0 LIZ LAROSE PRESIDENT 40.00 X 110000 0 7414 110000 0 7414 1 0 0 0 0 1476872 1476872 20977 20977 1994 1981 13 13 13 MISCELLANEOUS 900099 5438 5438 5438 1503300 5438 0 20990 813786 813786 117413 80962 7290 29161 327823 227619 20041 80163 33720 20857 2572 10291 34382 21796 2517 10069 325 220 22 83 14084 9518 968 3598 4190 2831 289 1070 16113 10796 1128 4189 977 888 68 21 19055 12826 1334 4895 21675 14522 1517 5636 6281 4208 440 1633 5718 3831 400 1487 CONTRACTED SERVICES 192729 144601 10209 37919 COMMUNITY IMPACT EXPEND 95775 95775 PRINTING AND PUBLICATIO 44627 29907 3122 11598 SUPPLIES 22240 15293 1474 5473 16111 10895 1107 4109 1787024 1521131 54498 211395 2417473 1022318 1 241619 496923 577857 5573 2940 216779 187182 34074 29597 779088 0 0 297938 318299 3251982 2971718 69417 42126 38216 35255 107633 77381 X 1362279 1340538 1782070 1553799 3144349 2894337 3251982 2971718 -283724 33712 0 X 0 1 X 1 0 X 1685891 2038590 2283708 1492907 1476873 8977969 1685891 2038590 2283708 1492907 1476873 8977969 8977969 597 512 322 500 20977 22908 2023 28730 12752 10602 5438 59545 9060422 0.99090 0.99360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4430 4430 109500 98971 10529 102849 88211 14638 29597 BENEFICIAL INTEREST 318299 318299 X 1558202 21190 33712 54902 1503300 0 1503300 1808214 21190 21190 1787024 0 1787024 PART X, LINE 2: THE AGENCY QUALIFIES AS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE AGENCY HAS EVALUATED ITS SIGNIFICANT TAX POSITIONS, INCLUDING THEIR TAX EXEMPT STATUS, AND DETERMINED THAT THEY DO NOT NEED TO RECOGNIZE A LIABILITY FOR ANY UNCERTAIN TAX POSITIONS FOR INTEREST, PENALTIES OR POTENTIAL TAXES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES IS REQUIRED. THE AGENCY'S ANNUAL RETURN FILING (FORM 990) AND STATE FILING (FORM NHCT-12) REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS FOR THE STANDARD THREE-YEAR STATUTE OF LIMITATIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FMV OF BENEFICIAL INTEREST 33,712. 1 KEENE DAY CARE CENTER 86 WOOD STREET KEENE NH 03431 020301063 501(C)3 35360 0 COMMUNITY BUILDING MONADNOCK COMMUNITY EARLY LEARNING CENTER COMMUNITY LANE PETERBOROUGH NH 03458 020279045 501(C)3 29400 0 COMMUNITY BUILDING RISE - FOR BABY & FAMILY 147 WASHINGTON STREET KEENE NH 03431 020270147 501(C)3 228620 0 COMMUNITY BUILDING SOUTHERN NEW HAMPSHIRE SERVICES 40 PINE STREET MANCHESTER NH 03103 020268285 501(C)3 14250 0 COMMUNITY BUILDING SOUTHWESTERN COMMUNITY SERVICES 63 COMMUNITY WAY KEENE NH 03431 026013808 501(C)3 90559 0 COMMUNITY BUILDING STONEWALL FARM 242 CHESTERFIELD RD KEENE NH 03431 020474456 501(C)3 5968 0 COMMUNITY BUILDING SWEET BEGINNINGS DAY CARE LLC 5 TANNERY LANE WILMOT NH 03287 834328989 9590 0 COMMUNITY BUILDING THE COMMUNITY KITCHEN 35-37 MECHANIC STREET KEENE NH 03431 222473346 501(C)3 90000 0 COMMUNITY BUILDING WALPOLE VILLAGE SCHOOL 75 WESTMINSTER STREET WALPOLE NH 03608 020318776 501(C)3 5308 0 COMMUNITY BUILDING WILD ROOTS NATURE SCHOOL LLC 44 CHANDLER ROAD SPOFFORD NH 03462 820903001 8258 0 COMMUNITY BUILDING WINCHESTER LEARNING CENTER 5 MICHIGAN STREET WINCHESTER NH 03470 020513507 501(C)3 133975 0 COMMUNITY BUILDING STEPPING STONES 836 WEST SWANZEY ROAD 6 SWANZEY NH 03446 8000 0 COMMUNITY BUILDING TRILLIUM CHRISTIAN NATURE PRESCHOOL 460 GILSUM MINE ROAD ALSTEAD NH 03602 8000 0 COMMUNITY BUILDING SAMANTHA'S PLACE 14 NEWMAN STREET KEENE NH 03431 8000 0 COMMUNITY BUILDING 9 5 PART I, LINE 2: ALLOCATIONS: "IMPACT AND INVESTMENT" THE MONADNOCK UNITED WAY HAS A UNIQUE INVESTMENT PROCESS, WHICH SUPPORTS AND ENCOURAGES COLLECTIVE AND COLLABORATIVE EFFORTS; FOCUSES ON BOTH PROGRAM-SPECIFIC AND COLLECTIVE ACHIEVEMENT OF OUTCOMES THAT ADDRESS OUR REGION'S UNDERLYING ISSUES FOR CHILDREN, EDUCATION AND FINANCIAL STABILITY; AND ENSURES FISCAL AND GOVERNANCE ACCOUNTABILITY. THE OBJECTIVE OF MUW'S IMPACT AND INVESTMENT COMMITTEE IS TO DEPLOY MONADNOCK UNITED WAY FINANCIAL AND BACKBONE SUPPORT TO MAXIMIZE THE RESOURCES AVAILABLE TO INITIATIVES THAT WORK TOWARD A COMMON AGENDA, SHARED MEASUREMENT, MUTUALLY REINFORCING ACTIVITIES, AND WHO ENGAGE IN CONTINUOUS COMMUNICATION. MUW'S VOLUNTEER INVESTMENT TEAM MEMBERS READ PROPOSALS, CONDUCT SITE VISITS, LISTEN TO PRESENTATIONS FROM AGENCIES REQUESTING FUNDING, AND MAKE FUNDING RECOMMENDATIONS. THESE VOLUNTEERS ALSO ASSIST STAFF IN REVIEWING REGULAR REPORTING THROUGHOUT THE MULTI-YEAR FUNDING CYCLE TO ENSURE THAT PROGRAMS ARE ON-TARGET, TO HIGHLIGHT AREAS OF CONCERN, AND TO PROVIDE SUPPORT AND ASSISTANCE SO PROGRAMS MAY ADDRESS THOSE CONCERNS AS EARLY AS POSSIBLE IN THEIR FUNDING CYCLE. THIS SYSTEM IS DESIGNED TO BE ACCOUNTABLE TO THE DONOR, RESPONSIVE TO OUR COMMUNITY'S NEEDS AND INCLUSIVE OF THE PROGRAMS TO WHICH THE GIVERS WISH TO CONTRIBUTE. LINE 6 OUR 43 VOLUNTEERS WORK ON THE ANNUAL CAMPAIGN, ALLOCATIONS, BOARD OF DIRECTORS AND COMMITTEES, AND OFFICE SUPPORT AND MAINTENANCE. THE TOTAL NUMBER OF HOURS THEY VOLUNTEER IS 2,754 BASED ON ACTUAL AND ESTIMATED NUMBERS. FORM 990, PART VI, SECTION B, LINE 11B LINE 11A EXPLANATION - THE 990 WAS REVIEWED BY THE FINANCE COMMITTEE WITH THE AUDITING FIRM. THE FINANCE COMMITTEE ACCEPTED THE 990. THE FINAL 990 WAS THEN SENT TO THE BOARD OF DIRECTORS AND REVIEW AND DISCUSSED AT THE NEXT REGULARLY SCHEDULED BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C EACH YEAR, AT THE ANNUAL MEETING, ALL MEMBERS OF THE BOARD OF DIRECTORS RECEIVE A COPY OF THE CONFLICT OF INTEREST POLICY AND A FORM FOR THEM TO COMPLETE AND SIGN DISCLOSING ANY POTENTIAL CONFLICTS OF INTEREST OR DECLARE THAT THEY HAVE NONE. OUR GOVERNANCE CHAIR FOLLOWS UP TO MAKE SURE THAT ALL ARE RECEIVED. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD CHAIR AND HUMAN RESOURCE COMMITTEE MEMBERS REVIEW NATIONAL, STATEWIDE AND LOCAL COMPENSATION DATA ANNUALLY TO SET A MINIMUM AND MAXIMUM COMPENSATION RANGE. THE COMMITTEE SETS PERFORMANCE CRITERIA FOR EACH LEVEL, BASED ON THE EXPERIENCE AND KNOWLEDGE OF THE EXECUTIVE. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF MONADNOCK UNITED WAY GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC. COPIES MAY BE OBTAINED BY REQUESTING THEM IN PERSON AT 23 CENTER STREET, KEENE, NH