Civic Intelligence

United Bank Foundation Massachusetts Inc

EIN 20-3128745 • Springfield, MA

333 Bridge StreetSpringfield, MA 01103
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2020

Liabilities / Revenue

44th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$500k-$1M nonprofits • Source year 2020

Net Margin

2nd percentile

-355%

Higher net margin than 2% of similar nonprofits.

$500k-$1M nonprofits • Source year 2020

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2020

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

99th percentile

1522%

Faster revenue growth than 99% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$0

Down $4,800,256 (-100%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$0

Down $4,800,256 (-100%) from 2019

Revenue

Up

$862,444

Up $809,270 (+1522%) from 2019

Expenses

Up

$3,922,666

Up $3,536,650 (+916%) from 2019

Net Income

Down

-$3,060,222

Down $2,727,380 (-819%) from 2019

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,812,720Liabilities 2011: $1,071,5152011Assets 2012: $5,662,580Liabilities 2012: $1,225,1072012Assets 2013: $6,793,500Liabilities 2013: $1,452,1072013Assets 2014: $6,977,231Liabilities 2014: $1,704,7482014Assets 2015: $6,250,022Liabilities 2015: $1,859,7982015Assets 2017: $6,225,050Liabilities 2017: $155,000Net Assets 2017: $6,070,0502017Assets 2018: $5,165,711Liabilities 2018: $104,963Net Assets 2018: $5,060,7482018Assets 2019: $4,800,256Liabilities 2019: $0Net Assets 2019: $4,800,2562019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2020

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $121,773Expenses 2011: $300,507Net Income 2011: -$178,7342011Revenue 2012: $136,099Expenses 2012: $307,314Net Income 2012: -$171,2152012Revenue 2013: $154,040Expenses 2013: $385,475Net Income 2013: -$231,4352013Revenue 2014: $184,160Expenses 2014: $417,427Net Income 2014: -$233,2672014Revenue 2015: $222,453Expenses 2015: $395,552Net Income 2015: -$173,0992015Revenue 2017: $2,223,086Expenses 2017: $322,579Net Income 2017: $1,900,5072017Revenue 2018: $314,321Expenses 2018: $289,869Net Income 2018: $24,4522018Revenue 2019: $53,174Expenses 2019: $386,016Net Income 2019: -$332,8422019Revenue 2020: $862,444Expenses 2020: $3,922,666Net Income 2020: -$3,060,2222020

Highlighted filing

2020

Revenue$862,444
Expenses$3,922,666
Net Income-$3,060,222

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 3, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL FLYNNPresident-$0--
ERIC NEWELLTreasurer-$0--
CAROL MOORE CUTTINGChair-$0--
CAROL LEARYDirector-$0--
ROBERT A STEWART JRDirector-$0--
PAULA AIELLODirector-$0--
KEVIN ROSSDirector-$0--
Filing and Contact Details

Filer

Filer Name
United Bank Foundation Massachusetts
EIN
20-3128745
Phone
4137322858
Address
333 BRIDGE STREET, SPRINGFIELD, MA 01103

Signing Officer

Name
Jeffrey Roberts
Title
Attorney
Phone
4137322858
Signed
2021-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Whittlesey Pc
Address
280 TRUMBULL ST 24TH FL, HARTFORD, CT 06103
Preparer
Lisa Wills
Phone
8605223111
Raw XML Appendix334 raw XML fields

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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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006103
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd01
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum04138781201
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0HTTPS://COMMUNITYFOUNDATION.ORG/
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0APPLICATION AVAILABLE ON WEBSITE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ERIC NEWELL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum04137871201
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0225 ASYLUM STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0HARTFORD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd006103
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0MARKET SERVED BY UNITED BANK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0SEE APPLICATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt03914199
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TRANSFER OF FOUNDATION ASSETS DUE TO TERMINATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0333 BRIDGE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SPRINGFIELD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd001103
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt03914199
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01909350
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01909350
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0246768
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt077982
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt046320
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt076927
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt081453
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt081453
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02452846
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02004849
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0246768
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt077982
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt046320
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt076927
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt03914199
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02004849
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02534299
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0529450
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LiquidationExplanationStmt/ExplanationTxt0THE FOUNDATION WAS DISSOLVED AS OF 7/21/2020. LIQUIDATION OF UNITED BANK FOUNDATION MASSACHUSETTS ASSETS TO COMMUNITY FOUNDATION OF WESTERN MASSACHUESETTS WAS EFFECTIVE 11/19/2020.
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01740034
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0UNREALIZED LOSS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08467
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08467
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFFREY ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ATTORNEY
ReturnHeader/BusinessOfficerGrp/PhoneNum04137322858
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITED BANK FOUNDATION MASSACHUSETTS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0INC
ReturnHeader/Filer/BusinessNameControlTxt0UNIT
ReturnHeader/Filer/EIN0203128745
ReturnHeader/Filer/PhoneNum04137322858
ReturnHeader/Filer/USAddress/AddressLine1Txt0333 BRIDGE STREET
ReturnHeader/Filer/USAddress/CityNm0SPRINGFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001103
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0060903326
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WHITTLESEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0280 TRUMBULL ST 24TH FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARTFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006103
ReturnHeader/PreparerPersonGrp/PhoneNum08605223111
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA WILLS
ReturnHeader/ReturnTs02021-11-03T15:14:56-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEFFREY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ROBERTS
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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