Civic Intelligence

United Way of Greater Fall River Inc.

EIN 04-2104026 • 501(c)3 • Fall River, MA

Pub. 78 Eligible

Profile

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.

30 Bedford Street PO Box 2550Fall River, MA 02722

uwgfr.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

37th percentile

0.08x

Higher debt load relative to assets than 37% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

70th percentile

0.52x

Higher debt load relative to revenue than 70% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

76th percentile

23%

Higher net margin than 76% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

23rd percentile

$106,299

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

8th percentile

-33%

Faster revenue growth than 8% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Assets

Up

$12,566,419

Up $2,006,573 (+19%) from 2024

Liabilities

Down

$1,009,774

Down $83,412 (-7.6%) from 2024

Net Assets

Up

$11,556,645

Up $2,089,985 (+22%) from 2024

Revenue

Down

$1,950,406

Down $954,376 (-33%) from 2024

Expenses

Up

$1,496,344

Up $13,501 (+0.9%) from 2024

Net Income

Down

$454,062

Down $967,877 (-68%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $6,075,791Liabilities 2010: $296,076Net Assets 2010: $5,779,7152010Assets 2011: $6,258,501Liabilities 2011: $224,843Net Assets 2011: $6,033,6582011Assets 2012: $5,941,138Liabilities 2012: $628,632Net Assets 2012: $5,312,5062012Assets 2013: $6,120,558Liabilities 2013: $568,531Net Assets 2013: $5,552,0272013Assets 2014: $6,865,389Liabilities 2014: $583,132Net Assets 2014: $6,282,2572014Assets 2015: $6,778,310Liabilities 2015: $533,355Net Assets 2015: $6,244,9552015Assets 2016: $6,642,925Liabilities 2016: $548,526Net Assets 2016: $6,094,3992016Assets 2017: $6,932,454Liabilities 2017: $503,176Net Assets 2017: $6,429,2782017Assets 2018: $7,189,200Liabilities 2018: $550,057Net Assets 2018: $6,639,1432018Assets 2019: $7,210,245Liabilities 2019: $533,838Net Assets 2019: $6,676,4072019Assets 2020: $7,509,762Liabilities 2020: $632,866Net Assets 2020: $6,876,8962020Assets 2021: $9,244,439Liabilities 2021: $883,320Net Assets 2021: $8,361,1192021Assets 2022: $8,206,591Liabilities 2022: $909,001Net Assets 2022: $7,297,5902022Assets 2023: $9,097,414Liabilities 2023: $1,052,693Net Assets 2023: $8,044,7212023Assets 2024: $10,559,846Liabilities 2024: $1,093,186Net Assets 2024: $9,466,6602024Assets 2025: $12,566,419Liabilities 2025: $1,009,774Net Assets 2025: $11,556,6452025

Highlighted filing

2025

Assets$12,566,419
Liabilities$1,009,774
Net Assets$11,556,645

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MExpenses 2010: $1,564,4282010Expenses 2011: $1,554,1462011Revenue 2012: $264,322Expenses 2012: $1,310,417Net Income 2012: -$1,046,0952012Revenue 2013: $1,646,983Expenses 2013: $1,582,147Net Income 2013: $64,8362013Revenue 2014: $1,616,875Expenses 2014: $1,426,296Net Income 2014: $190,5792014Revenue 2015: $1,481,001Expenses 2015: $1,403,550Net Income 2015: $77,4512015Revenue 2016: $1,609,520Expenses 2016: $1,356,312Net Income 2016: $253,2082016Revenue 2017: $1,394,095Expenses 2017: $1,342,778Net Income 2017: $51,3172017Revenue 2018: $1,732,265Expenses 2018: $1,379,501Net Income 2018: $352,7642018Revenue 2019: $1,245,452Expenses 2019: $1,345,675Net Income 2019: -$100,2232019Revenue 2020: $1,750,992Expenses 2020: $1,377,098Net Income 2020: $373,8942020Revenue 2021: $2,074,239Expenses 2021: $1,959,052Net Income 2021: $115,1872021Revenue 2022: $1,504,335Expenses 2022: $1,563,736Net Income 2022: -$59,4012022Revenue 2023: $1,889,684Expenses 2023: $1,509,224Net Income 2023: $380,4602023Revenue 2024: $2,904,782Expenses 2024: $1,482,843Net Income 2024: $1,421,9392024Revenue 2025: $1,950,406Expenses 2025: $1,496,344Net Income 2025: $454,0622025

Highlighted filing

2025

Revenue$1,950,406
Expenses$1,496,344
Net Income$454,062

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.6$1.01$11.6$1.95$1.50$0.45
2024Detailed filing. Detailed filing data is available for this year.$10.6$1.09$9.47$2.90$1.48$1.42
2023Detailed filing. Detailed filing data is available for this year.$9.10$1.05$8.04$1.89$1.51$0.38
2022Detailed filing. Detailed filing data is available for this year.$8.21$0.91$7.30$1.50$1.56$0.06
2021Detailed filing. Detailed filing data is available for this year.$9.24$0.88$8.36$2.07$1.96$0.12
2020Detailed filing. Detailed filing data is available for this year.$7.51$0.63$6.88$1.75$1.38$0.37
2019Detailed filing. Detailed filing data is available for this year.$7.21$0.53$6.68$1.25$1.35$0.10
2018Detailed filing. Detailed filing data is available for this year.$7.19$0.55$6.64$1.73$1.38$0.35
2017Detailed filing. Detailed filing data is available for this year.$6.93$0.50$6.43$1.39$1.34$0.05
2016Detailed filing. Detailed filing data is available for this year.$6.64$0.55$6.09$1.61$1.36$0.25
2015Detailed filing. Detailed filing data is available for this year.$6.78$0.53$6.24$1.48$1.40$0.08
2014Detailed filing. Detailed filing data is available for this year.$6.87$0.58$6.28$1.62$1.43$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.12$0.57$5.55$1.65$1.58$0.06
2012Summary only. Only limited summary data is available for this year.$5.94$0.63$5.31$0.26$1.31$1.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.26$0.22$6.03$1.55
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.08$0.30$5.78$1.56
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Apr 22, 2026
Return Version
2024v5.5
Gross Receipts
$3,091,810
Mission and Program Overview

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.

Leads the fight for equity, uniting the community to ensure all have resources to thrive.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$8,259,696$8,752,834▲ $493,138
Cash and Non-Interest-Bearing Accounts$5,101$435,252▲ $430,151
Pledges and Grants Receivable$327,523$309,782▼ $17,741
Savings and Temporary Cash Investments$677,741$291,391▼ $386,350
Accounts Receivable$11,053$14,124▲ $3,071
Land, Buildings, and Equipment, Net$1,092$5,955▲ $4,863
Prepaid Expenses and Deferred Charges$8,819$5,813▼ $3,006
Total Assets$10,559,846$12,566,419▲ $2,006,573
Other Assets Total$1,268,821$2,751,268▲ $1,482,447
Liabilities
Other Liabilities$846,882$787,939▼ $58,943
Grants Payable$183,600$156,020▼ $27,580
Accounts Payable and Accrued Expenses$62,704$65,815▲ $3,111
Total Liabilities$1,093,186$1,009,774▼ $83,412
Net Assets / Fund Balance
Net Assets With Donor Restrictions$4,875,642$6,167,557▲ $1,291,915
Net Assets Without Donor Restrictions$4,591,018$5,389,088▲ $798,070
Total Net Assets Fund Balance$9,466,660$11,556,645▲ $2,089,985
Total Liabilities and Net Assets / Fund Balance$10,559,846$12,566,419▲ $2,006,573

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,955$30,759$36,714
Other Assets Org$2,699,639--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$4,988,609-▲ $387,545-$5,150,379
2023$6,647,687$73,000▼ $1,183,763-$4,988,609
2022$6,280,069$25,530▲ $342,088-$6,647,687
2021$6,796,024-▼ $480,515-$6,280,069
2020$5,365,034-▲ $1,461,681-$6,796,024
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kimberly SmithExecutive DirectorFT$96,478$9,821$106,299
Revenue and Support

Revenue Composition

Contributions and Grants
$1,106,002
Program Service Revenue
$0
Investment Income
$858,394
Other Revenue
$-13,990
All Other Contributions
$988,949
Change in Net Assets
$454,062

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,909,419
Revenue Not Reported on Financial Statements
$40,987
Revenue Not Reported on Form 990
$266,105
Total Revenue per Audited Statements
$2,175,524
Total Revenue per Form 990
$1,950,406
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$973,148
Salaries, Compensation, and Employee Benefits$316,816
Other Expenses$206,380
Total Fundraising Expense$103,689
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$973,148--$973,148
Other Salaries and Wages$56,663$61,843$28,782$147,288
Current Officers, Directors, Trustees, and Key Employees$39,857$43,501$20,246$103,604
Other Expenses$18,335$9,394$21,069$48,798
Occupancy$19,559$15,188$7,517$42,264
Fees for Service Investment Mgmnt Fees-$40,987-$40,987
Office Expenses$6,071$11,330$13,047$30,448
Other Employee Benefits$10,166$13,000$5,413$28,579
Fees for Services Other-$25,871-$25,871
Payroll Taxes$7,624$7,914$3,916$19,454
Pension Plan Contributions$6,883$7,512$3,496$17,891
Fees for Services Accounting-$16,785-$16,785
Depreciation Depletion$599$425$203$1,227
Total Functional Expenses$1,138,905$253,750$103,689$1,496,344

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,496,344
Expenses per Audited Statements$1,455,357
Total Expenses per Audited Statements$1,455,357
Expenses Not Reported on Financial Statements$40,987
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
People Inc (community Supports)Fall River, MA501 (c)3Alloation and Food Grant$120,000
Thomas Chew Boys & Girls ClubFall River, MA501 (c)3Allocation and Community Impact Grant$82,000
Ser-jobs for ProgressFall River, MA501 (c)3Allocation and Community Impact Grant$65,000
The Arc of Bristol CountyAttleboro, MA501 (c)3Allocation$60,000
Diabetes AssociationFall River, MA501 (c)3Allocation$53,500
SteppingstoneFall River, MA501 (c)3Allocation and Food Grant$51,500
Gfr Re-creationFall River, MA501 (c)3Allocation and Community Impact Grant$50,382
Teach for AmericaBoston, MA501 (c)3Allocation$50,000
Family Service AssociationFall River, MA501 (c)3Allocation$45,000
Kids AcademyFall River, MA501 (c)3Allocation$42,500
Coaching 4 ChangeTaunton, MA501 (c)3Allocation$40,000
Balanced Learning CenterFall River, MA501 (c)3Allocation and Community Impact Grant$35,000
SamaritansWestport, MA501 (c)3Allocation$32,650
American Red CrossHyannis, MA501 (c)3Allocation$27,321
Citizens for CitizensFall River, MA501 (c)3Community Impact Grant & Food Grant$16,000
Fall River Ymca TotalFall River, MA501 (c)3Community Impact Grant & Food Grant$14,750
Veterans Assoc of Bristol CountyFall River, MA501 (c)3Community Impact and Food Grant$13,000
Fall River Deaconess HomeFall River, MA501 (c)3Community Impact Grant & Food Grant$12,500
Healthfirst Family Care Center IncFall River, MA501 (c)3Community Impact Grant$12,000
CHILDREN'S MUSEUM OF FALL RIVERFall River, MA501 (c)3Community Impact Grant$10,000
School on WheelsE Bridgewater, MA501 (c)3Community Impact Grant$10,000
First Baptist Church of Fall RiverFall River, MA501 (c)3Community Impact Grant & Food Grant$9,000
UaspireBoston, MA501 (c)3Community Impact Grant$8,600
Katie Brown Educational ProgramFall River, MA501 (c)3Community Impact Grant$8,000
Southeast Center for Independent LivingFall River, MA501 (c)3Community Impact Grant$7,750
Community Connections IncFall River, MA501 (c)3Community Impact Grant$7,570
Source HubFall River, MA501 (c)3Community Impact Grant$6,100
Medicine HorseTiverton, RI501 (c)3Community Impact Grant$6,000
Pope Francis Outreach CenterFall River, MA501 (c)3Food Grant$6,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$24,760
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Awards Dinner$76,334---
United We Move$40,719---
Total Events$117,053-$24,760$-24,760
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Board MemberInvestment ManagementNo$40,987
-Board MemberEvent PlanningNo$13,850
-Board MemberInsuranceNo$1,429
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Allocations and Designations Payable$736,310
Operating Lease$51,629
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 1A

The executive committee shall exercise such powers as the board of directors shall delegate and shall, in general, exercise the powers of the board of directors between meetings thereof, and shall keep regular minutes of its proceedings, and report the same to the next meeting of the board of directors.

Form 990, Part VI, Section B, Line 11B

The form 990 is presented to the finance committee by a member of the accounting firm. It is then reviewed by the entire board of directors prior to filing.

Form 990, Part VI, Section B, Line 12C

The conflict of interest policy is reviewed annually, considered for any changes or amendments, and then is distributed to all staff and directors for their review. The chief operating officer is responsible for the day-to-day monitoring of conflicts. Where the chief professional officer is concerned, relative to conflicts, the chief volunteer officer is responsible for monitoring his/her actions. All board members and staff sign off on this policy, each year, disclosing any potential conflicts, and acknowledging that they have reviewed the policy.

Form 990, Part VI, Section B, Line 15A

A policy has been established whereby the chief professional officer will be reviewed (and compensation considered) by a compensation committee, as a sub committee of the board of directors, consisting of the chair of the board, the finance committee chair and the personnel committee chair. All available comparable compensation data - both local and regional - is utilized in the evaluation. Any compensation, including salary and benefits are approved by the full board of directors.

Form 990, Part VI, Section C, Line 19

The organization makes its financial statements, governing documents, conflict of interest policy, and all other policies available to the public in the united way office during regular business hours. Financial statements are also available through guidestar.org and the commonwealth of massachusetts division of public charities. Governing documents are also available via the secretary for the commonwealth of massachusetts corporate database. In addition, the organization's balance sheet is included in the annual report, which is widely distributed in the community, and the financial statements and form 990 are published on the organization's website.

Filing and Contact Details

Filer

Filer Name
United Way of Greater Fall River Inc
EIN
04-2104026
Phone
5086788361
Address
30 BEDFORD STREET PO BOX 2550, FALL RIVER, MA 02722

Signing Officer

Name
Joan M Medeiros
Title
Treasurer
Phone
5086788361
Signed
2026-04-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joan M Medeiros
Formed
1957
Legal Domicile
Ma
Voting Board Members
25
Independent Board Members
25
Employees
4
Volunteers
1,126

Preparer

Firm
Nash Cpas LLC
Address
501 PROVIDENCE HWY, NORWOOD, MA 02062
Preparer
Raechel Grady
Phone
7812861320
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

The objective of united way of greater fall river's endowment fund is to generate current income and long-term growth. The income of the fund shall be used as directed: 1. Donor restricted funds provide revenue for specific programs or services. A percentage of these funds, as annually determined by the board of directors, is made available to the community through a competitive impact grant process.

PART X, LINE 2:

The organization qualifies as an organization formed for charitable purposes under section 501(c)(3) of the internal revenue code (irc) and is generally not subject to income tax. However, income from certain activities not directly related to the organization's tax-exempt purpose is subject to taxation as unrelated business income. In addition, the organization is not a private foundation under section 509(a)(1) of the irc. Management has analyzed the tax positions taken by the organization and has concluded that, as of june 30, 2025, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. Accordingly, these financial statements do not reflect a provision for income taxes and the organization has no other tax provisions which must be considered for disclosure.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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