UNITED WAY OF MASSACHUSETTS BAY INC Charity Report

Public IRS 990 nonprofit record

UNITED WAY OF MASSACHUSETTS BAY INC

EIN 04-2382233 · Philanthropy, Voluntarism & Grantmaking Foundations (T700)

What they do

to Advance An Economically Just Region Where Prosperity is Shared Across Race and Ethnicity. United Way Exists to Build More Equitable Communities, Together. With 90 Years of Local Impact In Eastern Massachusetts, We Work With and for Our Communities to Build Economic Prosperity and Enable Everyone-across Races and Ethnicities-to Share In The Knowledge, Wealth and Resources Available. We Believe That The Key to Unlocking Opportunity is Uniting People, and We Bring Together Individuals, Community Leaders, Corporate Partners, Legislators and Organizations to Build A Powerful Engine of Change.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $87.20 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders54 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

97.70%of revenue went to mission work87.2% of expenses · Program services

11.60%of revenue went to fundraising10.4% of expenses

$112.04spent for every $100 of revenueSpending was higher than revenue this year.

2.74%of revenue went to management and office costs2.4% of expenses

$1.31in assets for every $1 spent this yearSome assets cannot be spent right away.

89.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $4,983,696 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $291,963 for DAPHNE PRINCIPE-GRIFFIN (CHIEF OF STAFF). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$41,381,335

Mission workProgram services$40,428,76097.70% of revenue87.2% of expenses

ManagementOffice and general costs$1,134,6642.74% of revenue2.4% of expenses

FundraisingAsking for donations$4,801,60711.60% of revenue10.4% of expenses

Total expenses$46,365,031112.04% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 87.2% mission · 2.4% management · 10.4% fundraisingTotal expenses: 112.04% of revenue

2023Expense mix: 86.9% mission · 2.5% management · 10.7% fundraisingTotal expenses: 113.33% of revenue

2022Expense mix: 87.5% mission · 3.3% management · 9.2% fundraisingTotal expenses: 109.73% of revenue

2021Expense mix: 89.0% mission · 4.1% management · 6.9% fundraisingTotal expenses: 100.29% of revenue

2020Expense mix: 88.3% mission · 4.0% management · 7.7% fundraisingTotal expenses: 92.50% of revenue

2019Expense mix: 85.2% mission · 5.6% management · 9.2% fundraisingTotal expenses: 99.98% of revenue

2018Expense mix: 82.0% mission · 5.6% management · 12.5% fundraisingTotal expenses: 104.82% of revenue

2017Expense mix: 83.7% mission · 5.2% management · 11.1% fundraisingTotal expenses: 98.93% of revenue

Money in and money out

Revenue$41,381,335

Expenses$46,365,031

Annual shortfall $4,983,696 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$40,428,760 · 87.2% of expenses

Management and office costs$1,134,664 · 2.4% of expenses

Fundraising$4,801,607 · 10.4% of expenses

See all reported dollar amounts

Revenue$41,381,335

Expenses$46,365,031

Assets$60,924,198

Income$63,999,183

Contributions$37,174,207

Mission work (program services)$40,428,760

Fundraising$4,801,607

Grants given$276,133,894

Average grant$65,019

Management and general$1,134,664

Stocks and bonds$23,779,693

Accounting fees$129,378

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

DAPHNE PRINCIPE-GRIFFINCHIEF OF STAFF · 38 hrs/week $291,963Base $259,268 · Other $32,695

ALISON GINSBERGCHIEF FINANCIAL OFFICER/ASSISTANT TREASURER · 38 hrs/week $263,874Base $213,045 · Other $50,829

KARLEY AUSIELLOCHIEF, COMMUNITY IMPACT · 38 hrs/week $237,078Base $189,718 · Other $47,360

BRIGID BOYDCHIEF, COMMUNICATIONS & PUBIC AFFAIRS · 38 hrs/week $231,222Base $183,398 · Other $47,824

ELLEN T DICKENSONSVP, RESEARCH ANALYTICS & PLANNING · 38 hrs/week $210,119Base $179,938 · Other $30,181

SHERRIE HOLDER-WATTSCHIEF, HUMAN RESOURCES & ETHICS · 38 hrs/week $208,003Base $191,574 · Other $16,429

MARVIN J ROCHASVP, STRATEGIC PARTNERSHIPS & FOUNDATION RELATIONS · 38 hrs/week $198,646Base $173,346 · Other $25,300

KAITLIN S BARNESVP OPERATIONS & LOGISTICS · 38 hrs/week $195,424Base $176,139 · Other $19,285

CHRISTI STAPLESVP, POLICY & GOVERNMENT RELATIONS · 38 hrs/week $180,482Base $167,010 · Other $13,472

GISELLE FERRO PUIGBOCHIEF DEVELOPMENT OFFICER · 38 hrs/week $175,988Base $173,829 · Other $2,159

ROSE MARTEL-FOLEYCHIEF OPERATING OFFICER · 38 hrs/week $169,926Base $158,422 · Other $11,504

ROBERT GIANNINOPRESIDENT AND CEO · 38 hrs/week $146,872Base $141,142 · Other $5,730

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (54)

DAPHNE PRINCIPE-GRIFFINCHIEF OF STAFF

ALISON GINSBERGCHIEF FINANCIAL OFFICER/ASSISTANT TREASURER

KARLEY AUSIELLOCHIEF, COMMUNITY IMPACT

BRIGID BOYDCHIEF, COMMUNICATIONS & PUBIC AFFAIRS

ELLEN T DICKENSONSVP, RESEARCH ANALYTICS & PLANNING

SHERRIE HOLDER-WATTSCHIEF, HUMAN RESOURCES & ETHICS

MARVIN J ROCHASVP, STRATEGIC PARTNERSHIPS & FOUNDATION RELATIONS

KAITLIN S BARNESVP OPERATIONS & LOGISTICS

CHRISTI STAPLESVP, POLICY & GOVERNMENT RELATIONS

GISELLE FERRO PUIGBOCHIEF DEVELOPMENT OFFICER

ROSE MARTEL-FOLEYCHIEF OPERATING OFFICER

ROBERT GIANNINOPRESIDENT AND CEO

MARIA ALEJANDREA-DECORDOVADIRECTOR

MARK S CUDDYDIRECTOR

MAGNOLIA CONTRERASCHAIR, DEVELOPMENT COMMITTEE

KYLE GRIMESBOARD VICE CHAIR

PAMELA HERBSTDIRECTOR

MARTY MARTINEZPRESIDENT AND CEO

JON SWANDIRECTOR

MICHAEL BROOKSDIRECTOR

NANCY KAPLANDIRECTOR

JAY A SHUMANDIRECTOR

PATRICK GILLIGANDIRECTOR

RICH MOCHEIMMEDIATE PAST CHAIR OF THE BOARD/CHAIR, GOVERNANC

RITA LARADIRECTOR

ROBERT FERNANDEZTREASURER/CHAIR ADMINISTRATION & FINANCE

SUJATA YADAVTREASURER

TAMMI WORTHAMBOARD CHAIR

THOMAS SAMOLUKDIRECTOR

YADAV SUJATACHAIR, PUBLIC AFFAIRS COMMITTEE

DR LORENNA BUCKCHAIR, COMMUNITY IMPACT

AVA CALLENDER CONCEPCIONDIRECTOR

BILL ROSENWEIGDIRECTOR

BRENDA CAMPBELL-WARNERCHAIR, AUDIT COMMITTEE

CAROLYN MURPHYCHAIR, TALENT COMMITTEE

CAROLYN M JONESDIRECTOR

CHARLES TILLENDIRECTOR

CHRISTIAN J WESTRADIRECTOR

COREAN REYNOLDSDIRECTOR

DAN GILBANEDIRECTOR

DANANAI MORGANDIRECTOR

DANIEL GRIGGSDIRECTOR

JOHN MADONDOSECRETARY

DR TARA PARKERDIRECTOR

ELAINE WARDDIRECTOR

ELIZABETH CHENGDIRECTOR

ELLEN GRIGGSCHAIR, INVESTMENT COMMITTEE

GREG LAUZEDIRECTOR

GREGORY JANEYDIRECTOR

JACKIE PALLADINODIRECTOR

JAIMIE MCNEILDIRECTOR

JANE STEINMETZDIRECTOR

JEFF FUHRERDIRECTOR

JEFFREY BRAYDIRECTOR

About this charity

Recognized since: January 1965
Location: 9 CHANNEL CTR ST STE 500, BOSTON, MA 02210-3429
County: Suffolk
In care of: % UNITED WAY OF MASSACHUSETTS BAY I
Primary officer: Alison Ginsberg, Chief Financial Officer

How to reach them

WebsiteVisit the charity’s website Phone(617) 624-8000 Officer phone(617) 624-8142

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
NTEE classification: Philanthropy, Voluntarism & Grantmaking Foundations (T700)
Grant-giving organization: Yes