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Nonprofiteer
← UNITED WAY OF NORTH CENTRAL MASS INC

Form 990 for tax year 2023

Filed by UNITED WAY OF NORTH CENTRAL MASS INC.

Totals

Total revenue
$3,498,402
Total expenses
$3,916,666
Contributions and grants received
$3,353,813
Grants paid
$2,828,091
Program service revenue
$21,474
Investment income
$123,993
Other revenue
-$878
Total assets, end of year
$4,967,236
Total liabilities, end of year
$1,385,682
Net assets or fund balances, end of year
$3,581,554
Program services expenses (Part IX)
$3,187,927
Management and general expenses
$337,420
Fundraising expenses
$391,319
Program service expenses (Part III)
$3,187,927

Program services were 81.4% 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.

  • 1f · All other contributions, gifts and grants

    $3,353,813

  • 1g · Noncash contributions included above

    $85,348

  • 2a · Program service revenue: ADMIN FEES

    total $21,474 · related or exempt $21,474

  • 3 · Investment income

    total $123,993 · excluded $123,993

  • 8a · Fundraising events: gross income

    $23,300

  • 8b · Fundraising events: direct expenses

    $24,178

  • 8c · Net income from fundraising events

    total -$878 · excluded -$878

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,619,693 · program services $2,619,693

  • 2 · Grants to domestic individuals

    total $208,398 · program services $208,398

  • 5 · Compensation of officers, directors and key employees

    total $178,449 · program services $59,483 · management and general $59,483 · fundraising $59,483

  • 7 · Other salaries and wages

    total $443,197 · program services $185,719 · management and general $135,299 · fundraising $122,179

  • 8 · Pension plan contributions

    total $28,241 · program services $10,592 · management and general $8,806 · fundraising $8,843

  • 9 · Other employee benefits

    total $40,178 · program services $170 · management and general $10,679 · fundraising $29,329

  • 10 · Payroll taxes

    total $53,482 · program services $21,569 · management and general $17,421 · fundraising $14,492

  • 11b · Fees: legal

    total $350 · program services $115 · management and general $126 · fundraising $109

  • 11c · Fees: accounting

    total $86,468 · program services $18,912 · management and general $50,529 · fundraising $17,027

  • 11g · Fees: other

    total $84,348 · program services $1,053 · management and general $2,559 · fundraising $80,736

  • 13 · Office expenses

    total $7,522 · program services $1,329 · management and general $3,711 · fundraising $2,482

  • 14 · Information technology

    total $16,763 · program services $10,695 · management and general $3,003 · fundraising $3,065

  • 16 · Occupancy

    total $35,386 · program services $10,789 · management and general $12,522 · fundraising $12,075

  • 17 · Travel

    total $3,912 · program services $1,122 · management and general $133 · fundraising $2,657

  • 19 · Conferences, conventions and meetings

    total $370 · program services $55 · management and general $239 · fundraising $76

  • 21 · Payments to affiliates

    total $31,836 · program services $14,831 · management and general $9,095 · fundraising $7,910

  • 22 · Depreciation, depletion and amortization

    total $8,158 · program services $3,170 · management and general $2,696 · fundraising $2,292

  • 23 · Insurance

    total $6,801 · program services $1,305 · management and general $4,266 · fundraising $1,230

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $10,566 · program services $3,486 · management and general $3,761 · fundraising $3,319

  • 24b · Other expenses: EQUIPMENT LEASE

    total $9,752 · program services $2,709 · management and general $4,485 · fundraising $2,558

  • 24c · Other expenses: CAMPAIGN SUPPLIES AND P

    total $9,689 · program services $26 · management and general $29 · fundraising $9,634

  • 24d · Other expenses: MISCELLANEOUS EXPENSES

    total $9,125 · program services $366 · management and general $2,137 · fundraising $6,622

  • 24e · All other expenses

    total $23,982 · program services $12,340 · management and general $6,441 · fundraising $5,201

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,050,965 · end of year $228,294

  • 2 · Savings and temporary cash investments

    beginning of year $1,788,180 · end of year $2,394,183

  • 3 · Pledges and grants receivable

    beginning of year $915,364 · end of year $838,368

  • 4 · Accounts receivable

    beginning of year $8,086 · end of year $1,009

  • 9 · Prepaid expenses and deferred charges

    beginning of year $21,816 · end of year $23,834

  • 10a · Land, buildings and equipment: cost or other basis

    $109,923

  • 10b · Land, buildings and equipment: accumulated depreciation

    $87,685

  • 10c · Land, buildings and equipment, net

    beginning of year $26,329 · end of year $22,238

  • 11 · Investments: publicly traded securities

    beginning of year $688,284 · end of year $729,201

  • 12 · Investments: other securities

    beginning of year $644,333 · end of year $627,114

  • 15 · Other assets

    beginning of year $92,098 · end of year $102,995

  • 17 · Accounts payable and accrued expenses

    beginning of year $113,271 · end of year $99,111

  • 18 · Grants payable

    beginning of year $1,026,406 · end of year $1,224,066

  • 19 · Deferred revenue

    beginning of year $57,192 · end of year $42,004

  • 25 · Other liabilities

    beginning of year $77,487 · end of year $20,501

  • 27 · Net assets without donor restrictions

    beginning of year $929,746 · end of year $1,079,805

  • 28 · Net assets with donor restrictions

    beginning of year $3,031,353 · end of year $2,501,749

Mission and programs · 2023

Mission

THE MISSION OF UWNCM IS TO CREATE OPPORTUNITIES FOR A BETTER LIFE THROUGH INNOVATIVE LEADERSHIP THAT IMPROVES THE HUMAN CONDITION BY MOBILIZING THE CARING POWER OF THE COMMUNITY. DURING FISCAL YEAR 2023, UWNCM FUNDED 37 PROGRAMS AND 29 AGENCIES DELIVERING FUNDING THROUGH OUR NETWORK OF NONPROFITS. THE GOAL OF THE GRANTS WE DISTRIBUTE AND THE WORK OF OUR VOLUNTEERS IS TO PROVIDE IMMEDIATE ASSISTANCE TO THOSE IN NEED, WHILING CREATING A COMMUNITY WHERE EVERYONE HAS THE OPPORTUNITY FOR A BETTER LIFE.

Activities or mission (Part I)

THE MISSION OF UWNCM IS TO CREATE OPPORTUNITIES FOR A BETTER LIFE THROUGH INNOVATIVE LEADERSHIP THAT IMPROVES THE HUMAN CONDITION BY MOBILIZING THE CARING POWER OF THE COMMUNITY.

  • UWNCM CREATES OPPORTUNITIES THROUGH ITS WORK IN THE AREAS OF - SUPPLEMENTAL BASIC NEEDS, EDUCATION AND YOUTH DEVELOPMENT AND ECONOMIC OPPORTUNITY/FINANCIAL LITERACY. THESE PRIORITIES HELP TO GUIDE OUR EFFORTS THROUGHOUT THE YEAR.

    Expenses $3,187,927 · Grants $2,828,091 · Revenue $3,498,402

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Keith D Boissoneau

    TREASURER

    Total calculated
    $0
    Hours/week
    2 + 1 related

  • Melissa Fetterhoff

    CLERK

    Total calculated
    $0
    Hours/week
    1

  • Gina Wilson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Megan Glidden

    ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Angele Goss

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Michelle Haggstrom

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Todd Jackson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • James Javaras

    TOCQUEVILLE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Amanda Northrop

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Bruce Platzman

    VICE-CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Jean Shaughnessy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Tim Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Shaun Suhoski

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • James Vander Hooven

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Leona Whetzel

    DIRECTOR, AGENCY REP EX. O

    Total calculated
    $0
    Hours/week
    1

  • Daniel J Zona

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kyle Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cheryl Serpe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Patricia Pistone

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kory Eng

    PRESIDENT & CEO

    Total calculated
    $181,365
    From this org
    $178,448
    From related orgs
    $0
    Other
    $2,917
    Hours/week
    37.5 + 1 related

    Schedule J breakdown matched by us

    Base
    $163,448
    Bonus
    $15,000
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $2,917
    Filer's total
    $181,365

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202423189349308122

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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