UNITED WAY OF GREATER FALL RIVER INC

EIN: 042104026 501(c)(3)

FALL RIVER, MA

Total Revenue
$1,950,406
Total Expenses
$1,496,344
Total Assets
$12,566,419
Net Assets
$11,556,645
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Financial Trends

Organization Details

Formation Year
1957
Legal Domicile
MA
Principal Officer
JOAN M MEDEIROS
Phone
5086788361
Tax Period
2024-07-01 to 2025-06-30

UNITED WAY OF GREATER FALL RIVER INC, founded in 1957, is a community nonprofit that reported $2.0M in total revenue in fiscal year 2024. Revenue fell 33% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $454K, a strong 23% operating margin.

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.

Program Service Accomplishments

Program 1
Expenses: $1,016,000

DISTRIBUTED 100% OF NET CAMPAIGN TO OVER 75 NON-PROFIT HEALTH AND HUMAN SERVICE AGENCIES WHOSE PROGRAMS SUPPORT THE MOST VULNERABLE POPULATIONS WITHIN THE GREATER FALL RIVER AREA. FOLLOWING...

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DISTRIBUTED 100% OF NET CAMPAIGN TO OVER 75 NON-PROFIT HEALTH AND HUMAN SERVICE AGENCIES WHOSE PROGRAMS SUPPORT THE MOST VULNERABLE POPULATIONS WITHIN THE GREATER FALL RIVER AREA. FOLLOWING COMPLETION OF THE ANNUAL CAMPAIGN, PRIMARY FUNDING WAS ALLOCATED AMONGST 62 APPROVED PROGRAMS WHO UNDERWENT A COMPREHENSIVE PROGRAM AND FINANCIAL REVIEW; SECONDARY FUNDING WAS PROVIDED TO LOCAL AGENCIES AND PROGRAMS AS DESIGNATED BY DONORS. ADDITIONAL FUNDING FROM DONOR RESTRICTED FUNDS HELD IN OUR ENDOWMENT WAS DISTRIBUTED FOLLOWING A COMPETITIVE GRANT PROCESS TO SUPPORT SPECIAL PROJECTS, PROGRAMS, AND INITIATIVES FACILITATED BY LOCAL NON-PROFIT PARTNERS THAT FOCUS ON HEALTH, EDUCATION, PREVENTION AND TRAINING, FINANCIAL STABILITY, ELDERCARE, SELF-SUFFICIENCY, AND FAMILY RESILIENCE.

Program 2
Expenses: $122,905

INFO LINE: UNITED WAY OF GREATER FALL RIVER (UWGFR) PROVIDES INFORMATION AND REFERRAL SERVICES TO CLIENTS WHO CALL-IN OR WALK-IN TO OUR OFFICE, OR INQUIRE ON OUR WEBSITE WITH FREQUENTLY UPDATED...

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INFO LINE: UNITED WAY OF GREATER FALL RIVER (UWGFR) PROVIDES INFORMATION AND REFERRAL SERVICES TO CLIENTS WHO CALL-IN OR WALK-IN TO OUR OFFICE, OR INQUIRE ON OUR WEBSITE WITH FREQUENTLY UPDATED BROCHURES, DIRECTORIES, AND FLYERS DESIGNED TO EDUCATE AND INFORM THE COMMUNITY OF CURRENT RESOURCES AVAILABLE. UWGFR ALSO FUNDS AND CO-SPONSORS MASS211, AN INFOLINE AND WEBSITE WHICH PROVIDES REAL-TIME INFORMATION ANDRESOURCES IN 150 LANGUAGES FOR ESSENTIAL SERVICES, AS WELL AS REFERRALS FOR NON-EMERGENCY CALLS 24/7. SINCE BEING DESIGNATED BY THE MA DPH AND MEMA IN MARCH 2020 AS THE OFFICIAL COVID-19 RESOURCE AND REFERRAL LINE FOR RESIDENTS ACROSS THE COMMONWEALTH, INQUIRIES TO MASS 211 REMAIN AT A STEADY HIGH. DURING FISCAL YEAR 2025, MASS 211 FIELDED 9143 PHONECALLS FROM RESIDENTS IN GREATER FALL RIVER, WHICH WAS 23.4% OF ALL REFERRALS ACROSS THE COMMONWEALTH. THE TOP NEED CONTINUES TO BE HOUSING/SHELTER WITH RENTAL ASSISTANCE AS THE MOST REFFERRED CATEGORY.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $1,106,002
Program Service Revenue $0
Investment Income $858,394
Other Revenue $-13,990
TOTAL REVENUE $1,950,406

Expense Breakdown

Grants Paid $973,148
Salaries & Benefits $316,816
Fundraising Expenses $103,689
Program Expenses $1,138,905
Other Expenses $206,380
TOTAL EXPENSES $1,496,344

Year-over-Year Comparison

2024 2023 Change
Revenue $1,950,406 $2,904,782 -0.3%
Expenses $1,496,344 $1,482,843 +0.0%
Net Income $454,062 $1,421,939 -0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
25
Independent Members
25
Employees
4
Volunteers
1126

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$106,299
Total Directors
25
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KIMBERLY SMITH EXECUTIVE DIRECTOR 40.00
Officer
$96,478 $9,821 $106,299
SUSAN JENKINSON CHAIR 1.00
Officer Director
$0 $0 $0
FRANK SOUSA III CHAIR-ELECT 1.00
Officer Director
$0 $0 $0
JOAN MEDEIROS TREASURER 1.00
Officer Director
$0 $0 $0
MELISSA PANCHLEY SECRETARY 1.00
Officer Director
$0 $0 $0
DUGAN BECKER DIRECTOR 1.00
Director
$0 $0 $0
SHAUN BRANCO DIRECTOR 1.00
Director
$0 $0 $0
TARYN CABRAL DIRECTOR 1.00
Director
$0 $0 $0
JAMES GREGORY CLARKIN DIRECTOR 1.00
Director
$0 $0 $0
REBECCA COLLINS DIRECTOR 1.00
Director
$0 $0 $0
BENJAMIN COOPER DIRECTOR 1.00
Director
$0 $0 $0
LAURA DOUGLAS DIRECTOR 1.00
Director
$0 $0 $0
BEN FEITELBERG DIRECTOR 1.00
Director
$0 $0 $0
MONTE FERRIS DIRECTOR 1.00
Director
$0 $0 $0
CHRISTINA JOHNK DIRECTOR 1.00
Director
$0 $0 $0
JANNA LAFRANCE DIRECTOR 1.00
Director
$0 $0 $0
JASON LEVINE DIRECTOR 1.00
Director
$0 $0 $0
JOYCE LIVRAMENTO-YOUNG DIRECTOR 1.00
Director
$0 $0 $0
MICHELLE MARCOS DIRECTOR 1.00
Director
$0 $0 $0
MICHELLE PELLETIER DIRECTOR 1.00
Director
$0 $0 $0
JEFFREY PINEAULT DIRECTOR 1.00
Director
$0 $0 $0
STEVEN RUSSO DIRECTOR 1.00
Director
$0 $0 $0
GEORGE SHAKER JR DIRECTOR 1.00
Director
$0 $0 $0
ANDREW STINSON DIRECTOR 1.00
Director
$0 $0 $0
MOISE ST LOUIS DIRECTOR 1.00
Director
$0 $0 $0
JAMES WALLACE DIRECTOR 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $1,950,406 $1,496,344 $12,566,419 $454,062
2024 No data No data No data No data
2023 $1,889,684 $1,509,224 $9,097,414 $380,460
2022 $1,504,335 $1,563,736 $8,206,591 $-59,401
2021 $2,074,239 $1,959,052 $9,244,439 $115,187
2020 $1,750,992 $1,377,098 $7,509,762 $373,894
2019 $1,245,452 $1,345,675 $7,210,245 $-100,223
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