Totals
- Total revenue
- $10,393,809
- Total expenses
- $10,520,422
- Contributions and grants received
- $8,468,327
- Grants paid
- $188,003
- Program service revenue
- $1,752,805
- Investment income
- $21,647
- Other revenue
- $151,030
- Total assets, end of year
- $6,254,658
- Total liabilities, end of year
- $2,343,978
- Net assets or fund balances, end of year
- $3,910,680
- Program services expenses (Part IX)
- $9,564,221
- Management and general expenses
- $542,860
- Fundraising expenses
- $413,341
- Program service expenses (Part III)
- $9,564,221
Program services were 90.9% 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
$568,661
-
1f · All other contributions, gifts and grants
$7,899,666
-
1g · Noncash contributions included above
$5,450,936
-
2a · Program service revenue: MANAGEMENT FEES
total $1,395,708 · related or exempt $1,395,708
-
2b · Program service revenue: SERVICE FEES
total $242,774 · related or exempt $242,774
-
2c · Program service revenue: PORTAGE FEES
total $114,323 · related or exempt $114,323
-
3 · Investment income
total $21,773 · excluded $21,773
-
7a · Gross sales of assets other than inventory
securities $166,490
-
7b · Less cost or other basis and sales expenses
securities $166,616
-
7c · Gain or loss
securities -$126
-
7d · Net gain or loss
total -$126 · excluded -$126
-
8a · Fundraising events: gross income
$169,913
-
8a · Fundraising events: contributions included on line 1c
$568,661
-
8b · Fundraising events: direct expenses
$100,280
-
8c · Net income from fundraising events
total $69,633 · excluded $69,633
-
11a · Other revenue: MISCELLANEOUS
total $81,397 · related or exempt $81,397
-
11e · Other revenue, total
$81,397
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $188,003 · program services $188,003
-
5 · Compensation of officers, directors and key employees
total $523,080 · program services $289,340 · management and general $57,631 · fundraising $176,109
-
7 · Other salaries and wages
total $1,660,022 · program services $1,630,516 · management and general $4,427 · fundraising $25,079
-
8 · Pension plan contributions
total $108,289 · program services $96,846 · management and general $8,991 · fundraising $2,452
-
9 · Other employee benefits
total $254,950 · program services $218,762 · management and general $21,918 · fundraising $14,270
-
10 · Payroll taxes
total $179,883 · program services $162,548 · management and general $3,520 · fundraising $13,815
-
11b · Fees: legal
total $15,000 · management and general $15,000
-
11c · Fees: accounting
total $36,516 · management and general $36,516
-
11f · Fees: investment management
total $6,515 · management and general $6,515
-
11g · Fees: other
total $53,202 · program services $42,614 · fundraising $10,588
-
12 · Advertising and promotion
total $13,683 · program services $366 · management and general $3,381 · fundraising $9,936
-
13 · Office expenses
total $272,581 · program services $168,492 · management and general $72,836 · fundraising $31,253
-
14 · Information technology
total $109,438 · program services $54,038 · management and general $52,184 · fundraising $3,216
-
16 · Occupancy
total $545,742 · program services $430,209 · management and general $108,987 · fundraising $6,546
-
17 · Travel
total $198,999 · program services $162,318 · management and general $20,709 · fundraising $15,972
-
20 · Interest
total $54,172 · program services $7,650 · management and general $46,522
-
21 · Payments to affiliates
total $50,680 · management and general $50,680
-
22 · Depreciation, depletion and amortization
total $226,303 · program services $203,443 · management and general $12,168 · fundraising $10,692
-
23 · Insurance
total $128,414 · program services $115,733 · management and general $10,872 · fundraising $1,809
-
24a · Other expenses: FOOD
total $4,760,911 · program services $4,724,567 · management and general $402 · fundraising $35,942
-
24b · Other expenses: GOODS DONATED TO THE CO
total $753,487 · program services $753,487
-
24c · Other expenses: PROVISION FOR UNCOLLECT
total $250,317 · program services $250,317
-
24d · Other expenses: CAMPAIGN EXPENSES
total $54,651 · fundraising $54,651
-
24e · All other expenses
total $75,584 · program services $64,972 · management and general $9,601 · fundraising $1,011
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,182,754 · end of year $328,322
-
2 · Savings and temporary cash investments
beginning of year $75,911 · end of year $858,864
-
3 · Pledges and grants receivable
beginning of year $1,667,164 · end of year $1,287,373
-
4 · Accounts receivable
beginning of year $103,398 · end of year $4,258
-
8 · Inventories for sale or use
beginning of year $6,623 · end of year $7,595
-
9 · Prepaid expenses and deferred charges
beginning of year $19,726 · end of year $29,277
-
10a · Land, buildings and equipment: cost or other basis
$4,063,367
-
10b · Land, buildings and equipment: accumulated depreciation
$1,452,298
-
10c · Land, buildings and equipment, net
beginning of year $2,766,438 · end of year $2,611,069
-
11 · Investments: publicly traded securities
beginning of year $480,743 · end of year $506,088
-
15 · Other assets
beginning of year $12,115 · end of year $621,812
-
17 · Accounts payable and accrued expenses
beginning of year $152,801 · end of year $127,522
-
18 · Grants payable
beginning of year $1,123,606 · end of year $706,011
-
19 · Deferred revenue
beginning of year $86,000 · end of year $64,500
-
21 · Escrow or custodial account liability
beginning of year $6,317 · end of year $6,317
-
22 · Loans and payables to officers and key people
end of year $896,199
-
23 · Secured mortgages and notes payable
beginning of year $957,677
-
25 · Other liabilities
beginning of year $0 · end of year $543,429
-
27 · Net assets without donor restrictions
beginning of year $3,745,077 · end of year $3,679,323
-
28 · Net assets with donor restrictions
beginning of year $243,394 · end of year $231,357
Mission and programs · 2022
Mission
TO INCREASE THE ORGANIZED CAPACITY OF PEOPLE TO CARE FOR ONE ANOTHER BY RAISING FUNDS, CONNECTING VOLUNTEERS, STRENGTHENING AGENCIES AND TEACHING SOCIAL RESPONSIBILITIES.
Activities or mission (Part I)
THE UNITED WAY OF TRI-COUNTY IS A COMMUNITY BUILDING ORGANIZATION THAT ASSESSES AND ADDRESSES DEMONSTRATED COMMUNITY NEED. WE DERIVE MOST OF OUR FINANCIAL RESOURCES FROM EMPLOYEE CAMPAIGNS CONDUCTED BY SUPPORTIVE COMPANIES THROUGHOUT THE REGION. ADDITIONAL FUNDS ARE RAISED THROUGH INDIVIDUAL AND CORPORATE GIVING.
-
FOOD SECURITY: IT IS OUR MISSION TO PROVIDE HUNGER RELIEF, IMPROVE THE QUALITY OF LIFE, AND CONNECT FAMILIES AND NEIGHBORS IN NEED TO ESSENTIAL SERVICES IN OUR COMMUNITY. OUR GOAL IS TO REDUCE LEVELS OF FOOD INSECURITY, WHILE STRENGTHENING THE CONNECTIONS BETWEEN PEOPLE AND AVAILABLE RESOURCES. WITH FOOD PANTRY LOCATIONS IN FRAMINGHAM, MARLBOROUGH, AND CLINTON MASSACHUSETTS, THE UNITED WAY OF TRI-COUNTY'S FOOD SECURITY PROGRAM DISTRIBUTES OVER 4.5 MILLION POUNDS OF FOOD ANNUALLY. WE ALSO PROVIDE HOT MEALS TO NEEDY INDIVIDUALS AND FAMILIES IN FRAMINGHAM AND CLINTON.
Expenses $5,851,530
-
PRODUCT PHILANTHROPY: OUR UNITED WAY DISTRIBUTION SERVICES PROGRAM TAKES SURPLUS GOODS, MANUFACTURER OVERSTOCK AND GENTLY USED ITEMS AND PROVIDES THEM TO NEEDY CLIENTS WHO ARE REFERRED TO US BY OUR TRUSTED COMMUNITY PARTNERS.
Expenses $2,037,454 · Revenue $114,323
-
CALL CENTER: WE OPERATE MASS211, A STATE WIDE HOT LINE THAT PROVIDES FREE INFORMATION & REFERRAL SERVICES FOR THE CITIZENS OF THE COMMONWEALTH 24/7 365 DAYS A YEAR. MASS211 IS FOR NON-LIFE THREATENING CALLS. WE ARE THE OFFICIAL HOT LINE FOR THE MASSACHUSETTS EMERGENCY MANAGEMENT AGENCY, THE EXECUTIVE OFFICE FOR EARLY EDUCATION AND CARE, DEPARTMENT OF PUBLIC HEALTH, CHILDREN REQUIRING ASSISTANCE (CRA) AND THE MASSACHUSETTS RUNAWAY ASSISTANCE PROGRAM.THROUGH OUR CALL2TALK MENTAL HEALTH/SUICIDE PREVENTION LINE PEOPLE WHO ARE DEPRESSED AND OR DESPONDENT CAN SPEAK TO A FRIENDLY HIGHLY TRAINED LISTENER SO THEY CAN TALK OUT THIR STRESS AND ANXIETIES. THIS IS A FREE SERVICE. CALL2TALK IS PART OF THE NATIONAL LIFELINE SUICIDE PREVENTION NETWORK.
Expenses $956,566 · Revenue $1,342,708
-
THE UNITED WAY OF TRI-COUNTY IS A COMMUNITY BUILDING ORGANIZATION THAT INVESTS OUR DONORS' CONTRIBUTIONS IN PROGRAMS AND SERVICES THAT HAVE A PROVEN TRACK RECORD OF SUCCESS. OUR PRIMARY GOAL IS TO IMPROVE THEQUALITY OF LIFE FOR INDIVIDUALS AND FAMILIES BY PROVIDING THEM THE OPPORTUNITIES THEY NEED TO BECOME PRODUCTIVE, SELF-SUFFICIENT MEMBERS OF THE COMMUNITY. WE FUND COMMUNITY PARTNER AGENCIES THAT PROVIDECRITICAL PROGRAMS FOR CHILDREN, FAMILIES AND SINGLE ADULTS. ADDITIONALLY WE PROVIDE DIRECT SERVICES TO THE COMMUNITY IN THE AREAS OF FOOD SECURITY, PRODUCT PHILANTHROPY, INFORMATION & REFERRAL, SUICIDE PREVENTION AND CHILDHOOD LITERACY. WE ARE A VOLUNTEER DRIVEN ORGANIZATION THAT ENGAGES THE HELP OF OVER 12,000 VOLUNTEERS EACH YEAR.THE UNITED WAY OF TRI-COUNTY PROVIDES SERVICES TO THOUSANDS OF OUR NEIGHBORS AND FRIENDS IN 34 COMMUNITIES THROUGHOUT NORFOLK, MIDDLESEX, AND WORCESTER COUNTIES.
Expenses $718,671 · Grants $188,003 · Revenue $377,171
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Ellen McGovernELLEN MCGOVERN
CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 0.3
-
Larissa ThurstonLARISSA THURSTON
1ST VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.3
-
Robert Moran JrROBERT MORAN JR
2ND VICE CHAIR
- Total calculated
- $0
- Hours/week
- 0.3
-
Julie O'NeillJULIE O'NEILL
IMMEDIATE PAST CHAIRPERSON
- Total calculated
- $0
- Hours/week
- 0.3
-
Neha MisraNEHA MISRA
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Andrew MillerANDREW MILLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Robert TremblayROBERT TREMBLAY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
John StricklandJOHN STRICKLAND
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Maria Alma NavedoMARIA ALMA NAVEDO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Karsys HernandezKARSYS HERNANDEZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Albert MuratALBERT MURAT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Rev Dr J Anthony LloydREV DR J ANTHONY LLOYD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Roger ChallenROGER CHALLEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Joseph CorazziniJOSEPH CORAZZINI
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Nancy S Niemi PhDNANCY S NIEMI PHD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Kristen PopeKRISTEN POPE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Michael ScardignoMICHAEL SCARDIGNO
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Scott RichardsonSCOTT RICHARDSON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.3
-
Paul MinaPAUL MINA
PRESIDENT AND CEO, CLERK
- Total calculated
- $290,042
- From this org
- $236,361
- From related orgs
- $0
- Other
- $53,681
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $236,361
- Bonus
- $0
- Other
- $0
- Deferred
- $22,359
- Nontaxable benefits
- $31,322
- Filer's total
- $290,042
-
Maurice EdwardsMAURICE EDWARDS
CFO
- Total calculated
- $205,069
- From this org
- $167,185
- From related orgs
- $0
- Other
- $37,884
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $167,185
- Bonus
- $0
- Other
- $0
- Deferred
- $15,816
- Nontaxable benefits
- $22,068
- Filer's total
- $205,069
-
Joe MinaJOE MINA
DIRECTOR OF TRANSPORTATION
- Total calculated
- $169,231
- From this org
- $133,366
- From related orgs
- $0
- Other
- $35,865
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $133,366
- Bonus
- $0
- Other
- $0
- Deferred
- $12,616
- Nontaxable benefits
- $23,249
- Filer's total
- $169,231
-
Jodi BreidelJODI BREIDEL
PROGRAM DIRECTOR
- Total calculated
- $155,227
- From this org
- $137,010
- From related orgs
- $0
- Other
- $18,217
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $137,010
- Bonus
- $0
- Other
- $0
- Deferred
- $12,961
- Nontaxable benefits
- $5,256
- Filer's total
- $155,227
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 · Written employment contract
- 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)
- FORM 990, PART VII, SECTION A, LINE 5:
- PAUL MINA'S TOTAL COMPENSATION IS FOR THE MANAGEMENT AND OVERSIGHT OF THREE NON PROFIT ORGANIZATIONS: THE UNITED WAY OF TRI-COUNTY, MASS211, INC. AND THE UNITED WAY OF PIONEER VALLEY.
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
-
$60,000
GENERAL OPERATIONS
-
$25,000
GENERAL OPERATIONS
-
GENERAL OPERATIONS
-
$21,620
GENERAL OPERATIONS
-
UNITED WAY OF NORTHEAST GEORGIA
$20,624
GENERAL OPERATIONS
-
$19,817
GENERAL OPERATIONS
-
GENERAL OPERATIONS
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 5 March 2024
- IRS schema version
- 2022v5.0
- Source object
- 202430669349300303
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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