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Nonprofiteer
← UNITED WAY OF MASSACHUSETTS BAY INC

Form 990 for tax year 2023

Filed by UNITED WAY OF MASSACHUSETTS BAY INC.

Totals

Total revenue
$48,455,281
Total expenses
$54,913,932
Contributions and grants received
$43,117,628
Grants paid
$40,659,898
Program service revenue
$195,253
Investment income
$3,231,351
Other revenue
$1,911,049
Total assets, end of year
$65,771,354
Total liabilities, end of year
$12,133,502
Net assets or fund balances, end of year
$53,637,852
Program services expenses (Part IX)
$47,693,561
Management and general expenses
$1,360,417
Fundraising expenses
$5,859,954
Program service expenses (Part III)
$47,693,561

Program services were 86.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Alison Ginsberg

    CFO, Assistant Treasurer

    Total calculated
    $278,468
    From this org
    $200,404
    From related orgs
    $0
    Other
    $78,064
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $200,157
    Bonus
    $0
    Other
    $247
    Deferred
    $30,843
    Nontaxable benefits
    $47,221
    Filer's total
    $278,468

  • Ava Callender Concepcion Ava

    Chair, Public Affairs

    Total calculated
    $0
    Hours/week
    2

  • Bob Giannino

    President and CEO

    Total calculated
    $407,896
    From this org
    $339,849
    From related orgs
    $0
    Other
    $68,047
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $339,037
    Bonus
    $0
    Other
    $812
    Deferred
    $30,443
    Nontaxable benefits
    $37,604
    Filer's total
    $407,896

  • Brenda Campbell-Warner

    Chair, Audit Committee

    Total calculated
    $0
    Hours/week
    2

  • Carolyn Murphy

    Chair, Talent Committee

    Total calculated
    $0
    Hours/week
    2

  • Dr Lorenna Buck

    Chair, Community Impact

    Total calculated
    $0
    Hours/week
    2

  • Ellen Griggs

    Chair, Investment Committee

    Total calculated
    $0
    Hours/week
    2

  • Kyle Grimes

    Board Vice Chair

    Total calculated
    $0
    Hours/week
    2

  • Magnolia Contreras

    Chair, Development Committee

    Total calculated
    $0
    Hours/week
    2

  • Pamela Herbst

    Chair, Administrative and Finance Committee

    Total calculated
    $0
    Hours/week
    2

  • Rich Moche

    Chair, Governance and Nominating Committee

    Total calculated
    $0
    Hours/week
    2

  • Robert Fernandez

    Board Secretary

    Total calculated
    $0
    Hours/week
    2

  • Sujata Yadav

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Tammi Wortham

    Board Chair

    Total calculated
    $0
    Hours/week
    2

  • Bill Rosenweig

    Director

    Total calculated
    $0
    Hours/week
    2

  • Carolyn M Jones

    Director

    Total calculated
    $0
    Hours/week
    2

  • Charles Tillen

    Director

    Total calculated
    $0
    Hours/week
    2

  • Christian J Westra

    Director

    Total calculated
    $0
    Hours/week
    2

  • Dan Gilbane

    Director

    Total calculated
    $0
    Hours/week
    2

  • Dananai Morgan

    Director

    Total calculated
    $0
    Hours/week
    2

  • Daniel Griggs

    Director

    Total calculated
    $0
    Hours/week
    2

  • Deborah Lawrence

    Director

    Total calculated
    $0
    Hours/week
    2

  • Dr Tara Parker

    Director

    Total calculated
    $0
    Hours/week
    2

  • Elizabeth Cheng

    Director

    Total calculated
    $0
    Hours/week
    2

  • Greg Lauze

    Director

    Total calculated
    $0
    Hours/week
    2

  • Gregory Janey

    Director

    Total calculated
    $0
    Hours/week
    2

  • Jackie Palladino

    Director

    Total calculated
    $0
    Hours/week
    2

  • Jaimie McNeil

    Director

    Total calculated
    $0
    Hours/week
    2

  • Jane Steinmetz

    Director

    Total calculated
    $0
    Hours/week
    2

  • Jay A Shuman

    Director

    Total calculated
    $0
    Hours/week
    2

  • Jeffrey Bray

    Director

    Total calculated
    $0
    Hours/week
    2

  • Jeffrey Holland

    Director

    Total calculated
    $0
    Hours/week
    2

  • John Madondo

    Director

    Total calculated
    $0
    Hours/week
    2

  • Jon Swan

    Director

    Total calculated
    $0
    Hours/week
    2

  • Kristina Davis

    Director

    Total calculated
    $0
    Hours/week
    2

  • Lara Rita

    Director

    Total calculated
    $0
    Hours/week
    2

  • Mark S Cuddy

    Director

    Total calculated
    $0
    Hours/week
    2

  • Michael Brooks

    Director

    Total calculated
    $0
    Hours/week
    2

  • Patricia Kraft

    Director

    Total calculated
    $0
    Hours/week
    2

  • Patrick Gilligan

    Director

    Total calculated
    $0
    Hours/week
    2

  • Patrick J Murray

    Director

    Total calculated
    $0
    Hours/week
    2

  • Patrick Tutwiler

    Director

    Total calculated
    $0
    Hours/week
    2

  • Penni McLean-Conner

    Immediate Past Chair

    Total calculated
    $0
    Hours/week
    2

  • Rick Dravenstott

    Director

    Total calculated
    $0
    Hours/week
    2

  • Rodney Sinclair

    Director

    Total calculated
    $0
    Hours/week
    2

  • Ron Mayorga

    Director

    Total calculated
    $0
    Hours/week
    2

  • Thomas Samoluk

    Director

    Total calculated
    $0
    Hours/week
    2

  • Brigid Boyd

    Chief, Communications & Pubic Affairs

    Total calculated
    $242,030
    From this org
    $181,245
    From related orgs
    $0
    Other
    $60,785
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $180,873
    Bonus
    $0
    Other
    $372
    Deferred
    $15,404
    Nontaxable benefits
    $45,381
    Filer's total
    $242,030

  • Daphne Principe-Griffin

    Interim President and CEO

    Total calculated
    $261,637
    From this org
    $230,561
    From related orgs
    $0
    Other
    $31,076
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $230,037
    Bonus
    $0
    Other
    $524
    Deferred
    $0
    Nontaxable benefits
    $31,076
    Filer's total
    $261,637

  • Giselle Ferro Puigbo

    Chief Development Officer

    Total calculated
    $275,809
    From this org
    $243,533
    From related orgs
    $0
    Other
    $32,276
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $243,287
    Bonus
    $0
    Other
    $246
    Deferred
    $0
    Nontaxable benefits
    $32,276
    Filer's total
    $275,809

  • Karley Ausiello

    SVP Community Impact

    Total calculated
    $261,750
    From this org
    $190,300
    From related orgs
    $0
    Other
    $71,450
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $189,886
    Bonus
    $0
    Other
    $414
    Deferred
    $26,031
    Nontaxable benefits
    $45,419
    Filer's total
    $261,750

  • Sherrie Holder-Watts

    Chief, Human resources & Ethics

    Total calculated
    $229,523
    From this org
    $189,455
    From related orgs
    $0
    Other
    $40,068
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $187,444
    Bonus
    $0
    Other
    $2,011
    Deferred
    $26,326
    Nontaxable benefits
    $13,742
    Filer's total
    $229,523

  • Alicia C Adamson

    VP Operations & Logistics

    Total calculated
    $233,510
    From this org
    $170,043
    From related orgs
    $0
    Other
    $63,467
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $169,878
    Bonus
    $0
    Other
    $165
    Deferred
    $18,778
    Nontaxable benefits
    $44,689
    Filer's total
    $233,510

  • Christi Staples

    VP, Policy & Government Relations

    Total calculated
    $185,444
    From this org
    $159,853
    From related orgs
    $0
    Other
    $25,591
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $159,853
    Bonus
    $0
    Other
    $0
    Deferred
    $15,965
    Nontaxable benefits
    $9,626
    Filer's total
    $185,444

  • Marvin J Rocha

    SVP, Strategic Partnerships & Foundation Relations

    Total calculated
    $203,831
    From this org
    $154,748
    From related orgs
    $0
    Other
    $49,083
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $154,617
    Bonus
    $0
    Other
    $131
    Deferred
    $28,853
    Nontaxable benefits
    $20,230
    Filer's total
    $203,831

  • Sarah M Link

    SVP, Research Analytics & Planning

    Total calculated
    $224,880
    From this org
    $153,776
    From related orgs
    $0
    Other
    $71,104
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $153,643
    Bonus
    $0
    Other
    $133
    Deferred
    $28,972
    Nontaxable benefits
    $42,132
    Filer's total
    $224,880

  • Ty T Nguyen

    Senior Vice President of Development

    Total calculated
    $200,080
    From this org
    $163,403
    From related orgs
    $0
    Other
    $36,677
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $163,074
    Bonus
    $0
    Other
    $329
    Deferred
    $16,596
    Nontaxable benefits
    $20,081
    Filer's total
    $200,080

  • Patricia Latimore

    Chief Operating Officer

    Total calculated
    $144,414
    From this org
    $144,414
    From related orgs
    $0
    Other
    $0
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $144,414
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $144,414

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 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 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

The filer's explanations (Part III)

Schedule J, Part I LINE 3
UWMB'S Executive Committee of the Board of Directors reviews and approves all Executive Compensation, as recommended by UWMB's Compensation Committee.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202521339349303417

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

The source document this was parsed from is served over the API, which is where bulk and document access live.