Form 990 for tax year 2024
Filed by UNITED WAY OF GREATER FALL RIVER INC.
Totals
- Total revenue
- $1,950,406
- Total expenses
- $1,496,344
- Contributions and grants received
- $1,106,002
- Grants paid
- $973,148
- Program service revenue
- $0
- Investment income
- $858,394
- Other revenue
- -$13,990
- Total assets, end of year
- $12,566,419
- Total liabilities, end of year
- $1,009,774
- Net assets or fund balances, end of year
- $11,556,645
- Program services expenses (Part IX)
- $1,138,905
- Management and general expenses
- $253,750
- Fundraising expenses
- $103,689
- Program service expenses (Part III)
- $1,138,905
Program services were 76.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$117,053
-
1f · All other contributions, gifts and grants
$988,949
-
3 · Investment income
total $325,565 · excluded $325,565
-
7a · Gross sales of assets other than inventory
securities $1,649,473
-
7b · Less cost or other basis and sales expenses
securities $1,116,644
-
7c · Gain or loss
securities $532,829
-
7d · Net gain or loss
total $532,829 · excluded $532,829
-
8a · Fundraising events: gross income
$0
-
8a · Fundraising events: contributions included on line 1c
$117,053
-
8b · Fundraising events: direct expenses
$24,760
-
8c · Net income from fundraising events
total -$24,760 · excluded -$24,760
-
11a · Other revenue: OTHER INCOME
total $10,770 · excluded $10,770
-
11e · Other revenue, total
$10,770
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $973,148 · program services $973,148
-
5 · Compensation of officers, directors and key employees
total $103,604 · program services $39,857 · management and general $43,501 · fundraising $20,246
-
7 · Other salaries and wages
total $147,288 · program services $56,663 · management and general $61,843 · fundraising $28,782
-
8 · Pension plan contributions
total $17,891 · program services $6,883 · management and general $7,512 · fundraising $3,496
-
9 · Other employee benefits
total $28,579 · program services $10,166 · management and general $13,000 · fundraising $5,413
-
10 · Payroll taxes
total $19,454 · program services $7,624 · management and general $7,914 · fundraising $3,916
-
11c · Fees: accounting
total $16,785 · management and general $16,785
-
11f · Fees: investment management
total $40,987 · management and general $40,987
-
11g · Fees: other
total $25,871 · management and general $25,871
-
13 · Office expenses
total $30,448 · program services $6,071 · management and general $11,330 · fundraising $13,047
-
16 · Occupancy
total $42,264 · program services $19,559 · management and general $15,188 · fundraising $7,517
-
22 · Depreciation, depletion and amortization
total $1,227 · program services $599 · management and general $425 · fundraising $203
-
24a · Other expenses: MISCELLANEOUS
total $48,798 · program services $18,335 · management and general $9,394 · fundraising $21,069
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $5,101 · end of year $435,252
-
2 · Savings and temporary cash investments
beginning of year $677,741 · end of year $291,391
-
3 · Pledges and grants receivable
beginning of year $327,523 · end of year $309,782
-
4 · Accounts receivable
beginning of year $11,053 · end of year $14,124
-
9 · Prepaid expenses and deferred charges
beginning of year $8,819 · end of year $5,813
-
10a · Land, buildings and equipment: cost or other basis
$36,714
-
10b · Land, buildings and equipment: accumulated depreciation
$30,759
-
10c · Land, buildings and equipment, net
beginning of year $1,092 · end of year $5,955
-
11 · Investments: publicly traded securities
beginning of year $8,259,696 · end of year $8,752,834
-
15 · Other assets
beginning of year $1,268,821 · end of year $2,751,268
-
17 · Accounts payable and accrued expenses
beginning of year $62,704 · end of year $65,815
-
18 · Grants payable
beginning of year $183,600 · end of year $156,020
-
25 · Other liabilities
beginning of year $846,882 · end of year $787,939
-
27 · Net assets without donor restrictions
beginning of year $4,591,018 · end of year $5,389,088
-
28 · Net assets with donor restrictions
beginning of year $4,875,642 · end of year $6,167,557
Mission and programs · 2024
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.
Activities or mission (Part I)
LEADS THE FIGHT FOR EQUITY, UNITING THE COMMUNITY TO ENSURE ALL HAVE RESOURCES TO THRIVE.
-
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
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
KIMBERLY SMITH
EXECUTIVE DIRECTOR
- Total calculated
- $106,299
- From this org
- $96,478
- From related orgs
- $0
- Other
- $9,821
- Hours/week
- 40
-
SUSAN JENKINSON
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
FRANK SOUSA III
CHAIR-ELECT
- Total calculated
- $0
- Hours/week
- 1
-
JOAN MEDEIROS
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
MELISSA PANCHLEY
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
DUGAN BECKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SHAUN BRANCO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TARYN CABRAL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JAMES GREGORY CLARKIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
REBECCA COLLINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BENJAMIN COOPER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LAURA DOUGLAS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BEN FEITELBERG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MONTE FERRIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CHRISTINA JOHNK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JANNA LAFRANCE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JASON LEVINE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JOYCE LIVRAMENTO-YOUNG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MICHELLE MARCOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MICHELLE PELLETIER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JEFFREY PINEAULT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
STEVEN RUSSO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
GEORGE SHAKER JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANDREW STINSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MOISE ST LOUIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JAMES WALLACE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
PEOPLE INC (COMMUNITY SUPPORTS)
$120,000
ALLOATION AND FOOD GRANT
-
$82,000
ALLOCATION AND COMMUNITY IMPACT GRANT
-
$65,000
ALLOCATION AND COMMUNITY IMPACT GRANT
-
$60,000
ALLOCATION
-
$53,500
ALLOCATION
-
$51,500
ALLOCATION AND FOOD GRANT
-
$50,382
ALLOCATION AND COMMUNITY IMPACT GRANT
-
$50,000
ALLOCATION
-
$45,000
ALLOCATION
-
$42,500
ALLOCATION
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 22 April 2026
- IRS schema version
- 2024v5.5
- Source object
- 202601129349300715
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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