Civic Intelligence

North Shore United Way Inc

EIN 04-2257377 • 501(c)3 • Beverly, MA

View Organization Page

Profile

The mission of the united way system

248 Cabot StreetBeverly, MA 01915-4588
Siviq Scores

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

Liabilities / Assets

72nd percentile

0.26x

Higher debt load relative to assets than 72% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

81st percentile

0.48x

Higher debt load relative to revenue than 81% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

35th percentile

-1.5%

Higher net margin than 35% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

32nd percentile

-2.3%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

12th percentile

-26%

Faster revenue growth than 12% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Down

$2,288,074

Down $52,801 (-2.3%) from 2014

Liabilities

Down

$597,537

Down $17,263 (-2.8%) from 2014

Net Assets

Down

$1,690,537

Down $35,538 (-2.1%) from 2014

Operations
Liabilities / Revenue81st percentileNet Margin35th percentile

Revenue

Down

$1,234,904

Down $425,885 (-26%) from 2014

Expenses

Up

$1,253,931

Up $42,452 (+3.5%) from 2014

Net Income

Down

-$19,027

Down $468,337 (-104%) from 2014

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,976,896Liabilities 2011: $736,238Net Assets 2011: $1,240,6582011Assets 2012: $1,938,859Liabilities 2012: $730,842Net Assets 2012: $1,208,0172012Assets 2013: $2,070,914Liabilities 2013: $686,647Net Assets 2013: $1,384,2672013Assets 2014: $2,340,875Liabilities 2014: $614,800Net Assets 2014: $1,726,0752014Assets 2015: $2,288,074Liabilities 2015: $597,537Net Assets 2015: $1,690,5372015

Highlighted filing

2015

Assets$2,288,074
Liabilities$597,537
Net Assets$1,690,537
Open 2015 Filing

Operations Trend

Revenue Growth12th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2011: $1,189,4292011Expenses 2012: $1,251,5762012Revenue 2013: $1,338,263Expenses 2013: $1,232,324Net Income 2013: $105,9392013Revenue 2014: $1,660,789Expenses 2014: $1,211,479Net Income 2014: $449,3102014Revenue 2015: $1,234,904Expenses 2015: $1,253,931Net Income 2015: -$19,0272015

Highlighted filing

2015

Revenue$1,234,904
Expenses$1,253,931
Net Income-$19,027
Open 2015 Filing

Filings

Most recent year

2015 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$2,288,074
Liabilities
$597,537
Net assets
$1,690,537
Revenue
$1,234,904
Expenses
$1,253,931
Net income
-$19,027
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2015Summary only. Only limited summary data is available for this year.$2.29$0.60$1.69$1.23$1.25$0.02
2014Detailed filing. Detailed filing data is available for this year.$2.34$0.61$1.73$1.66$1.21$0.45
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.07$0.69$1.38$1.34$1.23$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.94$0.73$1.21$1.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.98$0.74$1.24$1.19
Latest Detailed Filing

The latest 2015 filing currently has summary financial data only. Showing the latest detailed filing from 2014 below.

Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 15, 2014
Return Version
2013v3.1
Gross Receipts
$3,482,103
Mission and Program Overview

Mission

The mission of the united way system

The mission of the united way system is to improve lives by mobilizing the caring power of the communities. The north shore united way is an independent local united way serving eight north shore communities. Volunteers meet current and emerging human service needs by reviewing and allocating resources to assist human service organizations based on their effectiveness in meeting identified need.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$897,254$1,121,421▲ $224,167
Savings and Temporary Cash Investments$872,694$746,379▼ $126,315
Pledges and Grants Receivable$297,900$465,821▲ $167,921
Land, Buildings, and Equipment, Net$989$5,177▲ $4,188
Prepaid Expenses and Deferred Charges$2,077$2,077→ $0
Total Assets$2,070,914$2,340,875▲ $269,961
Liabilities
Grants Payable$611,435$550,450▼ $60,985
Accounts Payable and Accrued Expenses$58,467$64,350▲ $5,883
Other Liabilities$16,745--
Total Liabilities$686,647$614,800▼ $71,847
Net Assets / Fund Balance
Unrestricted Net Assets$1,252,069$1,563,957▲ $311,888
Permanently Rstr Net Assets$82,000$82,000→ $0
Temporarily Rstr Net Assets$50,198$80,118▲ $29,920
Total Net Assets Fund Balance$1,384,267$1,726,075▲ $341,808
Total Liabilities and Net Assets / Fund Balance$2,070,914$2,340,875▲ $269,961

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,177$81,817$86,994

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$1,090,784$313,612▲ $176,832$104,069$1,452,159
2012$856,458$163,740▲ $101,950$31,364$1,090,784
2011$873,647-▲ $11,520$28,709$856,458
2010$761,241-▲ $139,858$27,452$873,647
2009$705,435$5,000▲ $77,261$26,455$761,241
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
William T Eaton1st Co-chair
Ann Noble KileyCo-chair
Lynnette C FallonCo-chair
Brandon M Ruggieri EsqDirector
Christine C CarsmanDirector
Christopher T Doktor AiaDirector
David Caruso CfpDirector
David LawsonDirector
Denis W GallagherDirector
Donald F SnellDirector
Elizabeth LoringDirector
Jon MarcusDirector
Kari GaleDirector
Lisa M McnamaraDirector
Peter C GourdeauDirector
Peter TarrDirector
Rev Bradford D ClarkDirector
Rosalia VelazquezDirector
Rosemary CostelloDirector
Scott KornuskyDirector
Seth Romans CPADirector
Susan Hanson PhilbrickDirector
Mark W JohnsonEx-officio
John MaihosSecretary
Stephen J Feron CPATreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,316,650
Program Service Revenue
$0
Investment Income
$295,130
Other Revenue
$49,009
All Other Contributions
$1,292,192
Change in Net Assets
$449,310

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,640,965
Revenue Not Reported on Financial Statements
$19,824
Revenue Not Reported on Form 990
$-107,502
Other Revenue Adjustments
$19,824
Total Revenue per Audited Statements
$1,533,463
Total Revenue per Form 990
$1,660,789
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$833,685
Salaries, Compensation, and Employee Benefits$274,879
Total Fundraising Expense$156,682
Other Expenses$102,915
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$833,685--$833,685
Other Salaries and Wages$72,051$17,397$59,176$148,624
Current Officers, Directors, Trustees, and Key Employees$39,117$8,693$39,117$86,927
Office Expenses$16,001$3,498$9,186$28,685
Payroll Taxes$9,059$2,126$8,009$19,194
Occupancy$3,780$2,936$5,877$12,593
Pension Plan Contributions$4,097$1,515$5,705$11,317
Advertising$812$0$9,104$9,916
Payments to Affiliates$3,714$1,856$3,714$9,284
Other Employee Benefits$4,000$907$3,910$8,817
Fees for Service Investment Mgmnt Fees$1,351$3,074$4,234$8,659
Fees for Services Accounting$0$7,800$0$7,800
Other Expenses$3,040$675$3,040$6,755
Fees for Services Other$736$3,312$736$4,784
Information Technology$1,194$796$1,989$3,979
Insurance$1,655$368$1,655$3,678
Travel$682$152$682$1,516
Conferences and Meetings$548$122$548$1,218
Depreciation Depletion$0$282$0$282
Total Functional Expenses$999,288$55,509$156,682$1,211,479

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,211,479
Expenses per Audited Statements$1,191,655
Total Expenses per Audited Statements$1,191,655
Expenses Not Reported on Financial Statements$19,824
Other Expense Adjustments$19,824
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
04-2400270-501(c)(3)Student Assistance Programs$115,000
04-2104913-501(c)(3)Low-income Scholarships/youth Innovation$102,000
22-2513482-501(c)(3)Open Door Meals Program$67,500
04-2534041-501(c)(3)Basic Needs$54,000
04-2232416-501(c)(3)Recreational/youth Innovation$49,615
04-3254507-501(c)(3)Outreach/eitc/mobile Market$43,500
04-2313571-501(c)(3)Affordable Hsg$38,000
04-2694002-501(c)(3)School Lunch Program$37,000
04-2104791-501(c)(3)Child/family Counseling Mentoring Program$35,000
04-2103624-501(c)(3)Emergency Assistance$35,000
04-2103825-501(c)(3)Care for the Underserved$35,000
23-7267243-501(c)(3)Happy, Healthy Kids Program$28,500
04-3022390-501(c)(3)Hiv/aids Case Management$28,000
04-2104826-501(c)(3)Emergency and Family Assistance$27,000
04-2655367-501(c)(3)Youth Outreach Program$25,000
04-2735048-501(c)(3)Adult Education$22,000
22-2978638-501(c)(3)Wellness Program$16,000
04-2703281-501(c)(3)Leadership Dev$15,265
04-2104826-501(c)(3)Emergency and Family Assistance$12,000
04-2686893-501(c)(3)Affordable Housing$10,000
74-3101523-501(c)(3)Food Program$8,500
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$77,824
Fundraising Direct Expenses$28,815
Professional Fundraising Fees$0
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
Ymca of the North ShoreNsuw Director Is Ymca DirectorCommunity Partner AllocationNo$77,000
Northeast ArcNsuw Director Is Ne Arc DirectorCommunity Partner Allocation and Other GrantNo$49,615
HawcNsuw Treasurer Is Hawc DirectorCommunity Partner AllocationNo$25,000
Change Is SimpleNsuw Director Is Employee of Change Is SimpleOther GrantNo$3,500
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Compensation Liability-
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 family members
No
Business relationship with organization members
No
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
Filing and Contact Details

Filer

EIN
04-2257377
Phone
9789223966

Signing Officer

Name
Margo Casey
Title
Executive Director
Phone
9789223966
Signed
2014-09-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Margo Casey
Formed
1942
Legal Domicile
Ma
Voting Board Members
26
Independent Board Members
26
Employees
6
Volunteers
100

Preparer

Preparer
Timothy F Hagan CPA
Phone
9788872220
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Prior to filing, the completed form 990 is reviewed by the audit committee via a”

Pt VI, Line 11B

“Presentation by the organization's independent audit firm representative”

Pt VI, Line 11B

“And is made available to the full governing board prior to filing.”

Pt VI, Line 12C

“On an annual basis, each board member and key employee completes, signs and”

Pt VI, Line 12C

“Delivers to the board president a conflict of interest disclosure statement”

Pt VI, Line 12C

“Naming any affiliation with competing/collaborating organizations, vendors and board members.”

Pt VI, Line 12C

“All responses are reviewed by the board president and any responses raising concern are brought”

Pt VI, Line 12C

“To the attention of the full board to be addressed and resolved.”

Pt VI, Line 15A

“The organization's board of directors or the compensation committee considers information such as”

Pt VI, Line 15A

“How other similarly situated organizations currently compensate executives and key employees in similar positions.”

Pt VI, Line 15A

“The board may review comparability data as part of the annual salary review process if the board has reason to believe”

Pt VI, Line 15A

“The compensation is not reasonably comparable to those in similarly situated organizations.”

Pt XII, Line 2C

“The audit committee is responsible for engaging and retaining the organization's”

Pt XII, Line 2C

“Independent audit firm. The audit committee is also charged with the responsibility”

Pt XII, Line 2C

“Of review and approval of the annual audited financial statements.”

Pt VI, Line 19

“The organization makes its governing instruments and policies available to the public upon written request.”

Pt VI, Line 19

“The organization's financial statements are available on the organization's web site and can be”

Pt VI, Line 19

“Obtained directly from the massachusetts division of public charities web site.”

Pt XI

“Unrealized loss on investments was $107,502.”

Form 990EZ, Part II, Line 24

“Pledges receivable - net prepaids investments interest & dividends receivable”

Form 990EZ, Part II, Line 26

“Accounts payable & accrued expenses grants payable”

Financial Statement Notes

Pt XII Line 4B

“Donor designations and special event expenses”

Pt XI Line 4B

“Donor designations and special event expenses”

Pt V Line 4

“The endowment funds are established to support the general operations of the united way, the discretionary grant program and a youth innovation grant program.”

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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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IRS990/Desc0COMMUNITY PARTNER SUPPORT - THE NORTH SHORE UNITED WAY PROVIDES ASSISTANCE TO 26 MEMBER HUMAN SERVICE AND COMMUNITY DEVELOPMENT ORGANIZATIONS IN (8) NORTH SHORE COMMUNITIES OF NORTHERN ESSEX COUNTY; STRENGTHENING THEM BY PROVIDING VITAL RESOURCES TO FAMILIES AND CHILDREN. THESE 26 AGENCIES ADMINISTER (35) PROGRAMS FUNDED BY NSUW. FOCUS AREAS ARE YOUTH AND CHILD DEVELOPMENT, FINANCIAL STABILITY AND HEALTH.
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