2020-11-12T10:39:52-06:00 2020-06-30 263753134 CBIZ MHM LLC 500 Boylston Street Boston MA 02116 990 2019-07-01 046186012 Unitarian Universalist Service Committee Inc UNIT 6178686600 689 Massachusetts Avenue Cambridge MA 02139 Mack Davidson VP & CAO 6178686600 2020-11-10 1 Brenda L Booth P01342395 6177610600 2020-11-10 207.172.72.163 2020-11-10 09:28:00 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6EBF32EC077803D5773B28E578504B4367373832 2019 2021-01-29 14:40:06Z Mary Katherine Morn 689 Massachusetts Avenue Cambridge MA 02139 10495946 0 X www.uusc.org X 1948 MA See Schedule O 15 14 45 770 19387 7779 6959775 9377718 142533 79264 1585160 540564 61833 96441 8749301 10093987 1297344 1174127 0 0 4760251 4866057 180000 156540 711998 2842694 2522138 9080289 8718862 -330988 1375125 28764609 30153124 3940905 4098326 24823704 26054798 X UUSC advances human rights and social justice around the world, partnering with those who confront unjust power structures and mobilizing to challenge oppressive policies. 0 0 2852773 481296 20470 Human Rights Programs - I. Migrant Justice: See Schedule O. 2316779 390868 16228 Human Rights Programs - II. Climate Justice & Environmental Justice: See Schedule O. 1361752 301963 13949 Human Rights Programs - III. Crisis Response: See Schedule O 580925 79565 Human Rights Programs - IV. UU College of Social Justice: See Schedule O. 580925 79565 7112229 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 1 1 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 1 49 0 1 45 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CO CT DC FL GA HI IL IN KS KY LA ME MD MA MI MN NH NJ NM NY NC OH OK OR PA RI SC TN UT VA WA WV WI AL AK AR ND MS X X Carol Cahalane 6173014331 UUSC 689 Massachusetts Avenue Cambridge MA 02139 Rev Ned Wight Chair 1.00 X X 0 0 0 Brock Leach Vice-Chair 1.00 X X 0 0 0 Cynthia Totten Secretary 1.00 X X 0 0 0 Todd Hess Treasurer 1.00 X X 0 0 0 Rev Jacqueline Brett Board Member 1.00 X 0 0 0 Sarah K Dreier Board Member 1.00 X 0 0 0 Barbara Du Mond Board Member 1.00 X 0 0 0 Peter Fenn Board Member 1.00 X 0 0 0 Lyssa Jenkens Board Member 1.00 X 0 0 0 Lynn Miyamoto Board Member 1.00 X 0 0 0 Maria Pignataro Nielsen Board Member 1.00 X 0 0 0 April Nishimura Board Member 1.00 X 0 0 0 Joseph Parsons Board Member 1.00 X 0 0 0 Anthony Pinn Board Member 1.00 X 0 0 0 James Smith Board Member 1.00 X 0 0 0 Mary Katherine Morn President & CEO 40.00 X 247174 0 29493 Rachel Freed VP & CPO 35.00 X 162859 0 14674 Mack Davidson VP & CAO 35.00 X 165816 0 22230 Cassandra Ryan VP & CDO 35.00 X 160490 0 44857 Kathleen McTigue Director of AJE 35.00 X 145239 0 43237 Quang Nguyen Director of Human Resource 35.00 X 139193 0 23598 Danielle Fuller-Wimbush Director of Programs 35.00 X 114685 0 34993 Michael Kourabas Associate Director 35.00 X 109658 0 31888 Carol Cahalane Director of Finance 35.00 X 131444 0 14451 1376558 0 259421 9 1 1 0 IDM 1250 Connecticut Ave NW Suite 700 Washington DC 20036 Fundraising Consulting 156540 The Raben Group 1341 G St NW Fl5 Washington DC 20005 Strategic Communications 123800 iCorps 300 Trade Center Suite 6540 Woburn MA 01801 IT Services 101612 3 26244 9351474 505294 9377718 Participant Fees Learning Trips 624200 79264 79264 79264 233948 233948 483589 387148 96441 96441 50948 19387 26106 98740 222687 14811 0 83929 222687 306616 306616 10093987 130212 19387 566670 615887 615887 558240 558240 847592 607260 188370 51962 2748638 2367022 301071 80545 326161 269750 44393 12018 676877 559808 92127 24942 266789 220612 36339 9838 13550 4750 8800 58500 58500 156540 156540 540179 538673 1506 158405 130456 15563 12386 145095 102045 23629 19421 305086 289913 4075 11098 40707 21141 15921 3645 57583 41820 9069 6694 223948 150521 47628 25799 56466 38820 11446 6200 Printing & Publications 332710 285019 2 47689 Postage & Shipping 293530 249012 665 43853 Supplies 26518 12892 4925 8701 Telephone 23766 15526 5140 3100 246095 33062 26972 186061 8718862 7112229 894635 711998 X 601767 511502 0 90265 1303748 2509632 3582224 4796497 1490187 536297 391398 144010 124961 105570 169611 383524 9021427 3414444 5879839 5606983 10722536 10604285 5050546 5416448 49559 49878 28764609 30153124 694503 807408 2477894 2377255 125000 125000 643508 788663 3940905 4098326 X 15391134 16490318 9432570 9564480 24823704 26054798 28764609 30153124 X 1375125 -121040 -22991 X 0 1 X 1 0 X 8141734 7674074 8042642 6959775 9351474 40169699 8141734 7674074 8042642 6959775 9351474 40169699 3967749 36201950 257222 303624 218406 320506 260054 1359812 18501 20116 14728 10291 19387 83023 41612534 1026030 0.87000 0.86790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 26409 20883 47292 7959572 8006864 550343 137586 0 0 587746 578943 567622 550343 2284654 3426981 91589 42585 24910 47292 206376 146937 144736 141906 137586 571165 856748 32684 30269 12819 26409 102181 15286851 1963288 366626 1137583 88840 16390342 14539232 668430 1452677 1292941 80547 15286851 12738655 2005427 1046381 1170730 80501 14539232 11970558 725857 1672031 1542957 86834 12738655 12188326 821152 286426 1252498 72848 11970558 0.56670 0.37080 0.06250 0 0 970001 970001 7016473 2586898 4429575 1034953 827546 207407 5606983 Government Issued Securities 2846807 F Corporate Bonds 2393694 F Assets Related to Pooled Funds 175947 F 5416448 Gift Annuities Payable 521522 Liabilities Under Trust Agreement 594 Pooled Income Deferred Revenue 59135 Paycheck Protection Program Advance 207412 788663 X 10337104 -121040 364157 243117 10093987 0 10093987 9106010 387148 387148 8718862 0 8718862 Part V, Line 4: UUSC'S endowment funds support programs with an annual spending rate of 5%. Part X, Line 2: UUSC accounts for the effect of any uncertain tax positions based on a "more likely than not" threshold to the recognition of the tax positions being sustained based on the technical merits of the position under scrutiny by the applicable taxing authority. If a tax position or positions are deemed to result in uncertainties of those positions, the unrecognized tax benefit is estimated based on a "cumulative probability assessment" that aggregates the estimated tax liability for all uncertain tax positions. UUSC has identified its tax status as a tax exempt entity and its determination of which income is related and unrelated as its only significant tax positions and has determined that such tax positions do not result in uncertainty requiring recognition. UUSC is not currently under examination by any taxing jurisdiction. UUSC's Federal and state income tax returns are generally open for examination for three years after the date of filing. Part XI, Line 2d - Other Adjustments: Rental expense 387,148. Change in value of split-interest gifts -22,991. Part XII, Line 2d - Other Adjustments: Rental expense 387,148. 1 Central America and the Caribbean 0 0 Grants to Recipients Located in the Region 159750 East Asia and the Pacific 0 0 Grants to Recipients Located in the Region 259757 Europe (Including Iceland & Greenland) 0 0 Grants to Recipients Located in the Region 65233 North America 0 0 Grants to Recipients Located in the Region 73500 0 0 0 0 0 0 558240 0 558240 Central America and the Caribbean Humanitarian Assistance 17000 Wire Transfer Central America and the Caribbean Humanitarian Assistance 10000 Wire Transfer Central America and the Caribbean Humanitarian Assistance 17750 Wire Transfer Central America and the Caribbean Humanitarian Assistance 45000 Wire Transfer Central America and the Caribbean Humanitarian Assistance 20000 Wire Transfer Central America and the Caribbean Humanitarian Assistance 20000 Wire Transfer Central America and the Caribbean Humanitarian Assistance 30000 Wire Transfer East Asia and the Pacific Humanitarian Assistance 25000 Wire Transfer East Asia and the Pacific Humanitarian Assistance 25000 Wire Transfer East Asia and the Pacific Humanitarian Assistance 22857 Wire Transfer East Asia and the Pacific Humanitarian Assistance 15000 Wire Transfer East Asia and the Pacific Humanitarian Assistance 27950 Wire Transfer East Asia and the Pacific Humanitarian Assistance 35010 Wire Transfer East Asia and the Pacific Humanitarian Assistance 25000 Wire Transfer East Asia and the Pacific Humanitarian Assistance 25000 Wire Transfer East Asia and the Pacific Humanitarian Assistance 20000 Wire Transfer East Asia and the Pacific Humanitarian Assistance 3500 Wire Transfer East Asia and the Pacific Humanitarian Assistance 25440 Wire Transfer East Asia and the Pacific Humanitarian Assistance 10000 Wire Transfer Europe (Including Iceland & Greenland) Humanitarian Assistance 25000 Wire Transfer Europe (Including Iceland & Greenland) Humanitarian Assistance 25000 Wire Transfer Europe (Including Iceland & Greenland) Humanitarian Assistance 13500 Wire Transfer Europe (Including Iceland & Greenland) Humanitarian Assistance 1733 Wire Transfer North America Humanitarian Assistance 20000 Wire Transfer North America Humanitarian Assistance 27000 Wire Transfer North America Humanitarian Assistance 16500 Wire Transfer North America Humanitarian Assistance 10000 Wire Transfer 27 0 0 0 0 0 0 0 Part I, Line 2: Activities for each grant are outlined in the proposal form and are mutually agreed upon by UUSC and the partner organization. The goals of the project must be in line with UUSC's mission and vision and the partner organization must comply with Department of Treasury regulations. Once the grant is awarded, the progress of goals and activities is monitored using a results based monitoring and evaluation system that includes the following methods: metrics systems, whole measure rating scale, complex adaptive systems, systems thinking, observation and ethnographic story lines. These methods are implemented through a variety of ways such as site visits, regular phone calls, focus group meetings, written reports, and financial reports. A written midterm report is requested as well as a financial report. Upon completion of the project, a final written narrative and financial report is requested that analyzes the success and challenges of the project based on the goals and activities outlined in the proposal. Part III Accounting Method: Schedule F, Part II, Line 2: The number of grantees listed on Part II, Line 2 represents the number of recipient organizations, not the number of grants made. X X X X X 1 Integrated Direct Marketing 1250 Connecticut Ave NW Ste 200 Washington DC 20036 Donor Marketing 0 0 156540 0 156540 MN RI HI OK FL CO WI DC AK AR AL UT WV MA PA SC CA IN NC NH NY OH OR VA WA CT ME GA IL KS KY MD MI NJ NM TN MS LA MO ND AZ 1 Allied Media Projects 4126 Third St Detriot MI 48201 010559608 501(c)(3) 10000 Support final participatory research Muslim Anti-Racism Coll Center for Transformative Action 119 Anabel Taylor Hall Ithaca NY 14853 160990318 501(c)(3) 22000 Provide Leadership for Transgender Women Immigrants Texas Unitarian Universalist Justice Ministry PO Box 1621 Austin TX 78768 463560205 501(c)(3) 20000 Support with emergency migrant services in Nuevo Laredo, MX Alaska Institute for Justice 431 West 7th Ave Suite 208 Anchorage AK 99501 562533062 501(c)(3) 129720 Support Peoples Convening on Climate-Forced Displacement Georgia Latino Alliance For Human Rights 7 Dunwoody Park Suite 110 Atlanta GA 30338 760809155 501(c)(3) 15000 Support ongoing civic engagement, rights awareness, and orga Justice in Motion 789 Washington Ave Brooklyn NY 11238 721597864 501(c)(3) 10000 Transnational support to migrnat through legal action West Street Recovery 1707 West St Houston TX 77026 822708194 501(c)(3) 12457 Amend.Grant Relief & Recovery need from Hurricane Harvey Unitarian Universalist Church of Tucson 4831 E 22nd St Tucson AZ 85711 866006433 501(c)(3) 33500 FY20 Amendment to No More Deaths_Help support Migrant AZ Living Hope Wheelchair Association 9500 Westview Suite 104 Houston TX 77055 611491319 501(c)(3) 17500 Sponsor conference to advance LHWA work on Disaster Justice Activate Labs 12412 Groveview St D Garden Grove CA 92840 822271990 501(c)(3) 20000 Produce & disseminate information video made by migrants Muslim Justice League 75 Atlantic Ave Boston MA 02111 474049679 501(c)(3) 25500 Research Criminalization Case Studies Within Muslim Communities Lowlander Center Inc 106 Sandalwood Dr Gray CA 70359 464993987 501(c)(3) 59210 Support African American Communities in NO & Indian Tribe .. Central American Resources Center of California 2845 W 7th St Los Angeles CA 90005 953867724 501(c)(3) 15000 To strengthen the Alianza Nacional TPS through education Center for Labor Education and Research Inc 375 Center St Boston MA 02130 222604923 501(c)(3) 8000 Carry Criminalization Case Studies" Project to Complition Al Otro Lado Inc 511 E San Ysidro Blvd 333 San Ysidro CA 92173 472910078 501(c)(3) 6000 Provide technological and infrastructural support to Al Otro Carrizo Comecrudo Tribe of Texas 1250 Roemer Ln Floresville TX 78114 752830923 501(c)(3) 10000 General support in defending Sacred Land from Oil Development Center for Social Sustainable Systems 211 10th St SW Albuquerque NM 87102 453163638 501(c)(3) 7500 Amendment to WSR @ Center for Social Sustainable Systems Columbia Presbyterian Church 711 Columbia Dr Decatur GA 30030 580685034 501(c)(3) 18000 Support Sanctuary Movement as part of Love Resists Campaign Freedom For Immigrants PO Box 40677 San Fransisco CA 94140 800875881 501(c)(3) 10000 Support FFI ongoing migrant justice work Hometown Organizing Project 395 Crestview Circle Montevallo AL 35115 843699927 501(c)(3) 8000 Support Alabama's Right to Ressist Campaign & Env Justice M Make The Road New York 301 Grove St Brooklyn NY 11237 113344389 501(c)(3) 20000 To support Make the Road PA's migrant justice work Minnesota Unitarian Universalist Socila Justice Alliance 900 Mt Curve Ave Minneapolis MN 55403 421734371 501(c)(3) 10000 Support Native and Indigenous groups MN Unitarian Universalist congregation of Hillsborough PO BOX 275 Hillsborough NC 27279 561866748 501(c)(3) 20000 Support the APOYO for their Love Resists Organizing work NC Unitarian Universalist Justice Arizona Network 10400 E Camino Quince Tucson AZ 85748 464229880 501(c)(3) 20000 Support UUJAZs Immigration justice and racial justice work Unitarian Universalist Justice Florida PO Box 18954 Sarasota FL 32476 462876652 501(c)(3) 8000 Support creation of a storybanking project Hurricane Maria United States Campaign for Burma PO Box 34126 Washington DC 20043 270843682 501(c)(3) 11000 Education support to Rohingya refugees refugee camp schools New Stories 924 East Ninth Ave Spokane WA 99202 912038316 501(c)(3) 35000 New Stories Facilit First Peoples Convening Climate-Forced Black Lives Unity Church Unitarian 732 Holly Ave Saint Paul MN 55413 832287537 501(c)(3) 25000 Donation to Black Lives UU 28 0 Part I, Line 2: Each grant has a term limit. At the end of the term, a full narrative and financial report is requested that documents how the funds were used. Monitoring and evaluation of the project is ongoing throughout the term of the grant. X X X X X 0 0 0 0 0 0 0 1 0 Mary Katherine Morn President & CEO 225274 0 21900 0 0 0 12075 0 17418 0 276667 0 0 0 Rachel Freed VP & CPO 158040 0 4819 0 0 0 14674 0 0 0 177533 0 0 0 Mack Davidson VP & CAO 160997 0 4819 0 0 0 14674 0 7556 0 188046 0 0 0 Cassandra Ryan VP & CDO 155671 0 4819 0 0 0 17934 0 26923 0 205347 0 0 0 Kathleen McTigue Director of AJE 138239 0 7000 0 0 0 16314 0 26923 0 188476 0 0 0 Quang Nguyen Director of Human Resource 136406 0 2787 0 0 0 15329 0 8269 0 162791 0 0 0 Carol Cahalane Director of Finance 128855 0 2589 0 0 0 14451 0 0 0 145895 0 0 0 Part I, Line 7 Bonuses were paid to all qualified staff members based upon their annual performance review. A Mass Development Finance Agency 043431814 000000000 2007-05-17 3500000 Purchase of Office Building 0 0 0 A 3500000 47000 3453000 2009 0 0 1 1 A 0 1 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 0 0 0 0 0 A 1 Family member of Board Member Family member of Board Member 78606 Employment 0 X 39 505294 Mean Value on Gift Date 0 0 1 0 Part I, Column (b): The number shown in column B represents the total number of gifts of securities. Form 990, Part I, Line 1, Description of Organization Mission: Guided by UU principles and the Universal Declaration of Human Rights, UUSC strives to advance human rights, dismantle systems of oppression, and uplift and affirm the inherent worth and dignity of all people. We center the voices and experiences of those most affected and strengthen those grassroots groups and movements who are organizing themselves to advance these goals. In order to accomplish this, we offer justice education and leadership development; engagement and mobilization for advocacy; partner support; and grant funding. UUSC aims to leverage our particular strategic assets and strengths to disrupt criminalization and systemic oppression of people based on their identities; support self-determination and defend the rights of people who are or may be forced to leave the places they call home due to climate, conflict, or economic hardship, and address the root causes of forced displacement; and respond to humanitarian crises as partners with people whose access to aid is most limited, by helping them to rebuild their lives and by addressing the human rights issues or violations that make them more vulnerable. In all of our work, UUSC and our partners work with the communities most affected by injustice, including: In Burma, all of our partners are focused on protecting the rights of the Rohingya Muslim minority, currently facing a crisis of displacement and a military campaign of genocide. In Mexico and Central America, UUSC's partners work with people who have been displaced from their home countries by state-sanctioned violence, are at risk of being displaced, or who have been repatriated and are in continued danger. In the U.S., our partners work with criminalized populations, including undocumented people, those at risk of deportation, and humanitarian aid workers seeking to assist those making the dangerous journey from Mexico to the U.S. border. In Alaska and the Pacific, UUSC's partners are advancing and protecting the rights of populations at risk of climate-forced displacement, and upholding the "right to resist" extractive development projects that threaten to displace their communities and destroy their ancestral lands. In the Bahamas, UUSC is supporting grassroots partners working with the communities most impacted by Hurricane Dorian, including Haitian immigrants who are subjected to ongoing discrimination and completely ignored by the mainstream response to the hurricane. In the past fiscal year, UUSC made 100 grants and amendments worth approximately $1.15M to grassroots organizations working in countries around the world. What Is Our Impact What does it mean to have a human rights "impact"? For UUSC, it means building movements for systemic change. Impact is amplifying the power of the grassroots and following the leadership of communities directly affected by injustice. It is addressing immediate harms and their root causes, in order to dismantle oppressive systems. In short, it is the steps we must take on the way to building a more just, equitable, and regenerative world. These are ambitious goals to be sure. Achieving them will take time, and the work that will make them possible is not always quantifiable or readymade for public consumption. The themes, stories, and outcomes we choose to highlight, therefore, are chosen because they help us understand whether or not we are headed toward those long-term, systemic impacts, as we strive to make progress on our human rights goals. We are proud that many of our highlights showcase UUSC's approach: consulting with our grassroots partners, frontline communities, and other allies and then leveraging whatever resources we have to make a collective impact on our shared struggle for justice and human rights. In every case, we aim to put our grassroots partners at the center, showing the power of social change when it is led by communities confronting oppression and injustice. Form 990, Part III, Line 4a: Migrant Justice Expenses $2,852,773 including grants of $481,296. Revenue: $20,470 This year, UUSC helped strengthen grassroots movements, addressed immediate harms while working toward systemic solutions, and centered the experiences and wisdom of the communities most impacted by injustice. Below are just a few of the highlights of how we did this, including by: - Supporting a feminist collective to address immediate forms of political violence and pursuing systemic alternatives to the capitalist models of food production that contribute to widespread displacement of peasant farmers in Nicaragua. - Helping our grassroots partner in Guatemala build a network to accompany and reintegrate Indigenous Mayan youth who have been separated from their families and returned to Guatemala, and how UUSC has supporting ongoing advocacy in Washington, D.C. - Continuing to combat the Trump administration's racist family separation policies, through advocacy, partner support, and justice education, while working alongside our partners to strengthen an inclusive movement for permanent protections for undocumented immigrants. - With our partners, allies, and members, contributing to a grassroots movement to expand sanctuary and resist criminalization in the American South. - Partnering with a grassroots, women-led group in Honduras to strengthen women's organizations from the Afro-Indigenous Garifuna community who are seeking to combat high levels of violence against women and human rights violations resulting from mega tourism projects in the area. - Providing legal support for the ongoing defense of the defenders of the Guapinol river, who were wrongfully placed in pre-trial imprisonment since September 2019. Form 990, Part III, Line 4b: Climate Justice & Environmental Justice Expenses $2,316,779 including grants of $390,868. Revenue: $16,628 - Launching a campaign to defend the "right to resist," including by supporting the Carrizo Comecrudo/Esto'k Gna Tribe of Texas' continued resistance to planned oil and gas pipelines, and the Tribe's ongoing advocacy and litigation against the U.S. government. - Supporting an alternative" Conference of the Parties ("COP") one by and for Indigenous leaders held alongside the official site of COP 25. - Partnering with First and Indigenous communities on path-breaking work to create an alternative narrative of the climate crisis, including the submission of a complaint to the United Nations Special Rapporteur for the Human Rights of Internally Displaced Persons. - Sponsoring two of our partners from the Pacific to attend COP 25 and contribute their valuable first-hand experience of relocation and the plight of Small Island States to the discussions and to support the Indigenous Peoples Platform, a formal platform for Indigenous peoples to engage with the United Nations Framework. Form 990, Part III, Line 4c: Crisis Response Expenses $1,361,752 including grants of $301,963. Revenue: $13,949 - Bolstering a youth-led campaign in Florida to tell the story about living in the aftermath of Hurricane Michael, using photography, video, and stories of their own experiences. - Cultivating and mobilizing a justice and accountability movement in Burma, including by supporting a burgeoning youth-led movement among members of the large Rohingya diaspora community. - Convening our seven partners in the Balkans region for the purposes of understanding the impact of our response to the Syrian refugee crisis; offering our partners another chance to connect (we convened these same groups once before, in 2017), strategize, and learn from each other; and, at the request of our partners, providing a day-long fundraising training by UUSC's Chief Development Officer. Form 990, Part III, Line 4d: UU College of Social Justice The UU College of Social Justice (UUCSJ) is structured as a program unit of the UUSC, jointly governed by the UUA and UUSC for the benefit of both organizations under the terms of a joint operating agreement. UUCSJ's mission is to inspire and sustain faith-based activism for justice, on issues of local, national and global importance. We accomplish this through a variety of experiential learning programs, and through workshops and resources designed for use in our UU congregations. Through early March of fiscal year 2020, we offered immersion learning journeys to the Arizona/Mexico border with BorderLinks and No More Deaths; to El Salvador with Cristosal; and to West Virginia with the Southern Appalachian Labor School (SALS). A majority of these programs were designed for high school youth or for multi-generational groups. Each of our programs utilized our adult or youth Study Guides for preparation and follow-up. As of early March, with the beginning of the pandemic and mandatory closings across the country, UUCSJ suspended all of our in-person programs and workshops, and began the process of developing new forms of online learning to continue fulfilling our mission. We continued our annual collaboration with the UUA on the UU-UNO Spring Seminar, adapting our workshops to an online format. We continued to expand our capacity for congregational trainings and workshops this year, and these too have now been adapted to an online format, as has our work with the UU State Action Networks (SANs). Building on last year's work with Freedom for Immigrants, in the fall we launched a new initiative, the Congregational Accompaniment Program for Asylum Seekers (CAPAS), working with over 25 congregations interested in directly sponsoring a refugee who is in process toward asylum. One of our most important programs in recent years has been our capacity to recruit, screen, and deploy skilled volunteers, especially Spanish speakers, to border regions. These scores of volunteers brought a much-needed infusion of human capital to Annunciation House (El Paso, TX), RAICES (San Antonio, TX), Al Otro Lado (San Diego, CA and Tijuana, Mexico) and Casa Alitas (Tucson, AZ). To support these volunteers before and after their immersion at the border we created a new Volunteer Handbook and continued our monthly support calls for returned volunteers. Over the first part of the year, the volume of refugees permitted to access their right to asylum and safety began to shrink dramatically due to government policies hostile to all forms of immigration. When the pandemic struck, no volunteers were able to travel; and thus far, only Al Otro Lado has been able to make consistent use of online volunteers. Our internships for college age young adults placed 9 interns with justice organizations in the US; our interns are supported with small stipends and frequent check-ins from CSJ Program Leaders serving as internship liaisons as well as by our staff (these continued despite the pandemic shut-downs). Beginning almost immediately with the pandemic, UUCSJ staff and Program Leaders began experimenting with entirely new online offerings (in addition to adapting in-person versions to an online platform). We have now developed and offered a wide range of Community Action Circles to UU constituents and donors, ministers and religious educators, and organizers/activists with accompaniment networks, among others. We have developed Centering Circles for religious leaders seeking to adapt their own pastoral skills to the needs of online ministry, and are in the early stages of new curricula that will advance organizing and activism on the key priority issues of both UUSC and the UUA. All of our programs are supported by the UUCSJ Study Guide for Cross-Cultural Engagement and by adaptations to the Guide for different age groups. They are led by staff and by our Program Leaders, who we support with an annual retreat. Our current cadre of 20 Program Leaders includes 13 ministers, seminarians or Directors of Religious Education; 11 are people of color and 8 are fluent Spanish speakers. Form 990, Part VI, Section B, line 11b The draft of the Form 990 is discussed and reviewed with the audit committee of the Board of Trustees for their comments, input and approval. All the members of the governing body receive either a hard copy or an electronic copy of the Form 990 before it is filed. Form 990, Part VI, Section B, line 12c UUSC regularly and consistently monitors and enforces compliance with the conflict of interest policy which covers all staff and the board of trustees. In doing so, all decisions (financial or non-financial) are scrutinized to ensure that they are not self-serving with respect to UUSC personnel or members of the board of trustees. Human Resources decides if a conflict of interest exists for UUSC personnel and elevates the matter to the President/CEO or the President of the board of trustees as appropriate. The board completes a conflict of interest form annually which is then shared with the full board. Any conflicted individual is prohibited from voting or making any decisions related to the matter. Form 990, Part VI, Section B, line 15 The compensation of the President/CEO is determined by the executive committee of the board of trustees, all of whom are independent of the President/CEO. The compensation is determined by reference to comparability data. The President/CEO's compensation is reviewed and potentially adjusted annually upon board approval. The organization maintains contemporaneous documentation of the deliberation and decision. Compensation for other officers is determined by the President/CEO. Such compensation is similarly determined by reference to comparability data. Form 990, Part VI, Section C, line 19 UUSC makes its governing documents, conflict of interest policy and financial statements available to the public by publishing them on its website. Additionally, the Form 990 and financial statements are available through the Massachusetts Attorney General's website. Form 990, Part XI, line 9: Change in Value of Split-interest Gifts -22,991. Charitable Annuity Trusts (4) Charitable Annuity Trust MA UUSC T 1 Pooled Income Fund (1) Pooled Income Fund MA UUSC T 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0