2025-11-07T08:24:55-06:00 2025-06-30 872525370 CITRIN COOPERMAN ADVISORS LLC 500 EXCHANGE STREET SUITE 9-100 PROVIDENCE RI 02903 990 2024-07-01 042104264 UNITED WAY OF GREATER NEW BEDFORD INC UNIT 5089949625 128 UNION STREET 403 NEW BEDFORD MA 02740 MICHELLE N HANTMAN PRESIDENT & CEO 5089949625 2025-11-06 1 1 MONIKA YADAV P01473820 4014214800 2025-11-06 2024 2025-03-06 01:10:19Z MICHELLE N HANTMAN 128 UNION STREET 403 NEW BEDFORD MA 02740 3858455 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 25 769 0 0 2766982 2634228 0 65915 182390 239450 143970 155772 3093342 3095365 415000 388250 0 0 1143561 1320918 0 0 404085 1356590 1436735 2915151 3145903 178191 -50538 3686643 4042615 620211 1031721 3066432 3010894 X OUR MISSION IS TO MOBILIZE PEOPLE, PARTNERSHIPS AND RESOURCES TO CATALYZE CHANGE THAT STRENGTHENS THE COMMUNITIES SERVED. 0 0 992789 65915 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. 627489 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. 380000 380000 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' INITIATIVE SUPPORTS PROJECTS AND PROGRAMS FOCUSED ON EARLY CHILDHOOD SUCCESS, LITERACY, AND FINANCIAL LITERACY FOR WOMEN. DONOR DESIGNATED FUNDS ARE NET PROCEEDS FROM WOMEN UNITED MEMBERS AND DONATIONS.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.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. 2000278 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 15 0 1 25 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 403 NEW BEDFORD MA 02740 CHRISTOPHER FORTIER CHAIR 1.00 X X 0 0 0 JENNIFER ST PIERRE VICE-CHAIR 1.00 X X 0 0 0 JENNIFER OLIVIER TREASURER 1.00 X X 0 0 0 ROLAND GIROUX ESQ CLERK 1.00 X X 0 0 0 SHANNA HOWELL IMMEDIATE PAST CHAIR 0.50 X 0 0 0 NICOLE ALMEIDA DIRECTOR 0.50 X 0 0 0 STARLENE ALVES ESQ DIRECTOR 0.50 X 0 0 0 HEATHER M BONNET-HEBERT ESQ 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 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 JILL SIMOES DIRECTOR 0.50 X 0 0 0 JACQUELINE G SOMERVILLE DIRECTOR 0.50 X 0 0 0 RAY SURPRENANT DIRECTOR 0.50 X 0 0 0 NELSON TAVARES DIRECTOR 0.50 X 0 0 0 SARAH ROSE CHIEF IMPACT OFFICER 37.50 X 120506 0 6025 KATHERINE CRAWFORD CHIEF FINANCE & HR OFFICER 37.50 X 106198 0 2212 MICHELLE HANTMAN PRESIDENT & CEO 37.50 X 135690 0 28776 362394 0 37013 3 0 1 0 0 19518 1063311 1551399 497922 2634228 CORPORATE ENGAGEMENT SERVICES 900099 65915 65915 65915 76817 76817 860178 697545 162633 162633 162633 195563 19518 65545 130018 130018 GAIN ON DISPOSAL OF ASSETS 900099 2918 2918 22836 22836 25754 3095365 65915 0 395222 388250 388250 272737 162144 67895 42698 848224 504275 211156 132793 23525 13986 5856 3683 92870 55212 23119 14539 83562 49678 20802 13082 175 175 27969 27969 18038 18038 148648 131774 1716 15158 130 72 38 20 117345 65015 34710 17620 132393 73353 39161 19879 70791 39222 20940 10629 39663 21975 11732 5956 409 227 121 61 28957 22895 6062 31448 17424 9302 4722 DONATED FOOD 497921 275874 147283 74764 PROGRAM SUPPORT & SUPPL 203261 112617 60124 30520 DUES AND SUBSCRIPTIONS 55432 30712 16397 8323 BAD DEBT 36911 20451 10918 5542 27244 15122 8026 4096 3145903 2000278 741540 404085 72 0 766858 493854 230032 196270 239397 240484 19490 15032 286095 123539 4458 162556 2316906 2422035 109430 512384 3686643 4042615 50400 103096 441475 399287 17120 10000 111216 519338 620211 1031721 X 2557481 2711604 508951 299290 3066432 3010894 3686643 4042615 -50538 -5000 0 X 0 1 X 1 0 X 6050083 4336998 2692293 2766982 2634228 18480584 6050083 4336998 2692293 2766982 2634228 18480584 1207841 17272743 42046 40457 54523 73157 76817 287000 28255 124584 130018 282857 27310 19386 22836 69532 19119973 65915 0.90340 0.90270 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2022 AMOUNT: $ 27,310. 2023 AMOUNT: $ 19,386. 2024 AMOUNT: $ 22,836. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25204 3152 22052 37900 27137 10763 222991 93250 129741 162556 OPERATING LEASE RIGHT OF USE ASSET 502192 FINANCE LEASE RIGHT OF USE ASSET 10192 512384 OPERATING LEASE LIABILITY 508816 FINANCE LEASE LIABILITY 10522 519338 X 3072327 -5000 -5000 3077327 18038 18038 3095365 3127865 0 3127865 18038 18038 3145903 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 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 166805 18318 148487 3100 12859 18812 12826 AUTUMN SOIREE 38736 1100 37636 970 4284 5473 525 3635 1 9540 100 9440 1597 1464 215081 19518 195563 4070 18740 24285 525 17925 65545 130018 1 CARITAS COMMUNITIES 25 BRAINTREE HILL OFFICE PARK 206 BRAINTREE MA 02184 042875899 501(C)(3) 25000 0 HEALTHY COMMUNITY PEOPLE ACTING IN COMMUNITY ENDEAVORS INC 166 WILLIAM STREET NEW BEDFORD MA 02740 042777810 501(C)(3) 25000 0 FINANCIAL SECURITY YWCA OF SOUTHEASTERN MA INC 20 SOUTH SIXTH STREET NEW BEDFORD MA 02740 042104747 501(C)(3) 25000 0 YOUTH OPPORTUNITY COMMUNITY ECONOMIC DEVELOPMENT CENTER OF SOUTHEASTER MA 1285 ACUSHNET AVENUE NEW BEDFORD MA 02740 043371170 501(C)(3) 25000 0 FINANCIAL SECURITY CHILDRENS ADVOCACY CENTER 58 ARCH STREET FALLRIVER MA 02724 043135548 501(C)(3) 25000 0 YOUTH OPPORTUNITY COASTLINE ELDERLY SERVICES 863 BELLEVILLE AVENUE NEW BEDFORD MA 02745 042622121 501(C)(3) 25000 0 FINANCIAL SECURITY THE HERREN PROJECT PO BOX 131 PORTSMOUTH RI 02871 800748314 501(C)(3) 20000 0 HEALTHY COMMUNITY CHILD & FAMILY SERVICES INC 1061 PLEASANT STREET NEW BEDFORD MA 02740 042104754 501(C)(3) 20000 0 HEALTHY COMMUNITY HEALTH IMPERATIVES 651 ORCHARD STREET SUITE 100 NEW BEDFORD MA 02744 042609177 501(C)(3) 20000 0 HEALTHY COMMUNITY SOUTHCOAST LGBTQ NETWORK PO BOX 8473 NEW BEDFORD MA 02740 001286207 501(C)(3) 20000 0 YOUTH OPPORTUNITY IMMIGRANTS ASSISTANCE CENTER 58 CRAPO STREET NEW BEDFORD MA 02740 042530908 501(C)(3) 20000 0 HEALTHY COMMUNITY WAREHAM AREA COMMITTEE FOR THE HOMELESS INCTURNING POINT 6 ROGERS AVE WAREHAM MA 02571 412079668 501(C)(3) 15000 0 FINANCIAL SECURITY NATIVITY PREPARATORY SCHOOL 66 SPRING STREET NEW BEDFORD MA 02740 043501206 501(C)(3) 15000 0 HEALTHY COMMUNITY OUR SISTERS SCHOOL 145 BROWNELL AVENUE NEW BEDFORD MA 02740 260367118 501(C)(3) 15000 0 HEALTHY COMMUNITY STEPPINGSTONE INCORPORATED 522 NORTH MAIN STREET FALLRIVER MA 02720 042505146 501(C)(3) 15000 0 HEALTHY COMMUNITY COACHING4CHANGE 427 WINTHROP STREET UNIT A TAUNTON MA 02780 273708397 501(C)(3) 10000 0 YOUTH OPPORTUNITY DENNISON MEMORIAL COMMUNITY CENTER 755 SOUTH FIRST STREET NEW BEDFORD MA 02740 042103806 501(C)(3) 10000 0 YOUTH OPPORTUNITY YOUTH OPPORTUNITIES UNLIMITED INC 224 BROCK AVENUE NEW BEDFORD MA 02744 562438443 501(C)(3) 10000 0 YOUTH OPPORTUNITY MEETING STREET MASSACHUSETTS 1 POSA PLACE DARTMOUTH MA 02747 042296947 501(C)(3) 10000 0 YOUTH OPPORTUNITY BOYS & GIRLS CLUB OF GREATER NEW BEDFORD 166 JENNY STREET NEW BEDFORD MA 02740 042104754 501(C)(3) 10000 0 YOUTH OPPORTUNITY SCHOOL ON WHEELS 100 LAUREL STREET SUITE 121 EAST BRIDGEWATER MA 02333 201020880 501(C)(3) 10000 0 YOUTH OPPORTUNITY SOUTHCOAST HEALTH 101 PAGE STREET NEW BEDFORD MA 02740 042794625 501(C)(3) 10000 0 HEALTHY COMMUNITY 22 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 0 0 0 0 0 0 0 0 0 MICHELLE HANTMAN PRESIDENT & CEO 135690 0 0 0 0 0 6784 0 21992 0 164466 0 0 0 X FOOD 15 275390 FAIR MARKET VALUE X SUPPLIES 137 222532 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): PART I, COLUMN B REPRESENTS NUMBER 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.