FURP.ORG / PUBLIC DATA EXPLORER

UNITED WAY INC DBA UNITED WAY OF CENTRAL & NORTHEASTERN CT: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY INC DBA UNITED WAY OF CENTRAL & NORTHEASTERN CT (EIN 06-0646653)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-03-24
IRS object ID
202510839349300786
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-03-24T15:27:31-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN050409384PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KAHN LITWIN RENZA & CO LTDBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1951 NORTH MAIN STREETAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02904ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN060646653EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY INCBusinessNameLine1Txt
Business Name Line2UNITED WAY OF CENT & NE CONNECTICUTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone8604936800PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE STATE STREET 1710AddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonERIC HARRISONPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone8604936800PhoneNum
Signature2025-03-24SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPATRICK J MARTINPreparerPersonNm
PTINP00283486PTIN
Phone4012742001PhoneNum
Preparation2025-03-24PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY OF CENTRAL AND NORTHEASTERNBusinessNameLine1Txt
Business Name Line2CONNECTICUTBusinessNameLine2Txt
FieldValueIRS element (for citing)
Principal OfficerERIC HARRISONPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE STATE STREET 1710AddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06103ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$16,280,603GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UNITEDWAYINC.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1924FormationYr
Legal Domicile StateCTLegalDomicileStateCd
Activity Or MissionCREATING AN EQUITABLE COMMUNITY WHERE EVERYONE SUCCEEDS; WE ARE UNITED TO END POVERTY.ActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee43TotalEmployeeCnt
Total Volunteers8258TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$11,071,303PYContributionsGrantsAmt
CY Contributions Grants$10,309,944CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,173,472PYInvestmentIncomeAmt
CY Investment Income$2,462,606CYInvestmentIncomeAmt
PY Other Revenue$706,319PYOtherRevenueAmt
CY Other Revenue-$144,917CYOtherRevenueAmt
PY Total Revenue$12,951,094PYTotalRevenueAmt
CY Total Revenue$12,627,633CYTotalRevenueAmt
PY Grants And Similar Paid$3,247,715PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$3,690,308CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,558,186PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,716,796CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$2,373,559CYTotalFundraisingExpenseAmt
PY Other Expenses$4,002,989PYOtherExpensesAmt
CY Other Expenses$3,794,091CYOtherExpensesAmt
PY Total Expenses$10,808,890PYTotalExpensesAmt
CY Total Expenses$12,201,195CYTotalExpensesAmt
PY Revenues Less Expenses$2,142,204PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$426,438CYRevenuesLessExpensesAmt
Total Assets BOY$22,131,987TotalAssetsBOYAmt
Total Assets EOY$21,865,726TotalAssetsEOYAmt
Total Liabilities BOY$4,468,548TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,509,438TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$17,663,439NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$19,356,288NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionOUR MISSION IS TO CLOSE GAPS IN CHILD LITERACY, WAGES, HOUSING, AND LIFE EXPECTANCY TO ELIMINATE POVERTY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$3,690,308ExpenseAmt
Grant$3,690,308GrantAmt
DescCOMMUNITY IMPACT GRANT FUNDS:THESE FUNDS SUPPORT OUR COMMUNITY THROUGH GRANTS MADE TO LOCAL NON-PROFIT AGENCIES IN GREATER HARTFORD AND ARE AIMED TOWARDS ACCELERATING IMPROVEMENT IN THE FOLLOWING PROGRAMMATIC AREAS: READING; COMMUNITY IMPACT; BASIC NEEDS; RAPID RE-HOUSING AND ALICE. ADDITIONALLY, OUR UNITED WAY DISTRIBUTED $293,500 IN OPERATING GRANTS.$931,658 OF THESE EXPENSES ARE DONOR INVESTMENTS RAISED VIA THE UNITED WAY ANNUAL CAMPAIGN AND DISBURSED TO SPECIFIC 501C3 AGENCIES PER THE RECOMMENDATION OF EACH DONOR. PLEASE READ OUR ALICE REPORTS, AVAILABLE HERE: HTTPS://ALICE.CTUNITEDWAY.ORG/IN RESPONSE TO THE 13 PERCENT RISE IN PEOPLE IN OUR REGION EXPERIENCING HOMELESSNESS, UNITED WAY IS MOBILIZING PEOPLE AND RESOURCES THROUGH OURRAPID RESPONSE FUND. OUR GOAL IS TO KEEP PEOPLE SECURE OR TO STABILIZE HOUSING.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$4,490,066ExpenseAmt
DescCOMMUNITY IMPACT PROGRAMMING:OUR COMMUNITY IMPACT PROGRAM EXPENSES ARE UTILIZED TOWARDS INITIATIVES THAT SUPPORT THE ELIMINATION OF POVERTY. -CHILD LITERACY- COMMUNITY INVESTMENT AND BASIC NEEDS -LIFE EXPECTANCY -WAGES -ALICE -WORKFORCE SOLUTIONSCHILD LITERACY OUR UNITED WAY CREATES OPPORTUNITIES FOR CHILDREN TO IMPROVE THEIR LITERACY SKILLS AND HELPS THEM ACHIEVE DEVELOPMENTAL AND ACADEMIC MILESTONES.WE INVEST IN PROGRAMS AND INITIATIVES THAT IDENTIFY AND ADDRESS DEVELOPMENTAL CHALLENGES AND CONNECT CHILDREN AND YOUTH WITH OPPORTUNITIES TO GAIN ACADEMIC SKILLS. WE ARE ALSO WORKING TO SUPPORT COMMUNITY-WIDE SYSTEMS FOR ACADEMIC DEVELOPMENT.UNITED WE READWE KNOW THAT READING IS AN ESSENTIAL TOOL FOR SUCCESS IN SCHOOL, WORK, AND LIFE. RESEARCH TELLS US THAT READING PROFICIENTLY BY THE START OF FOURTH GRADE IS AN IMPORTANT PREDICTOR OF HIGH SCHOOL GRADUATION AND CAREER SUCCESS. YET ONLY 40 PERCENT OF FOURTH GRADERS IN CONNECTICUT ARE MEETING THIS CRUCIAL MILESTONE. MOREOVER, STRUGGLING READERS ARE DISPROPORTIONATELY BLACK OR HISPANIC AND/OR FROM LOW-INCOME HOUSEHOLDS, AND SCORE ON AVERAGE THIRTY-FIVE POINTS BELOW WHITE OR HIGHER-INCOME PEERS ON STANDARDIZED READING TESTS THE LARGEST GAP IN THE NATION.DOLLY PARTON'S IMAGINATION LIBRARY DOLLY PARTON'S IMAGINATION LIBRARY IS A FREE SUBSCRIPTION PROGRAM THAT PROVIDES ONE BOOK PER MONTH TO HARTFORD CHILDREN FROM BIRTH TO AGE FIVE. THE BOOKS ARE DELIVERED DIRECTLY TO A CHILD'S HOME TO HELP BUILD THEIR HOME LIBRARIES. SINCE AUGUST 2020, THE PROGRAM HAS ENROLLED OVER 6,295 HARTFORD CHILDREN WHO HAVE COLLECTIVELY RECEIVED OVER 50,000 BOOKS. UNITED WAY READERSUNITED WAY READERS MATCHES A CARING VOLUNTEER WITH A STUDENT WHO IS BEHIND IN READING. WE UNDERSTAND THE IMPORTANCE OF INVESTING IN A STUDENT'S FUTURE; AS THE RELATIONSHIP DEVELOPS, WE SEE VOLUNTEERS STARTING TO READ MORE BOOKS CONNECTED TO THE INTERESTS OF STUDENTS AND STUDENTS COME TO SEE THAT READING IS A BIG PART OF ACCOMPLISHING THEIR HOPES AND DREAMS. READING ON GRADE-LEVEL IS A KEY INDICATOR FOR GRADUATING HIGH SCHOOL ON TIME PREPARED FOR COLLEGE OR CAREER.COMMUNITY INVESTMENT & BASIC NEEDSTHE UNITED WAY INVESTS IN BASIC NEED PROGRAMS AND INITIATIVES TO LINK COMMUNITY MEMBERS TO IMMEDIATE EMERGENCY SERVICES SUCH AS FOOD, SHELTER, DISASTER RELIEF AND SERVICES FOR SURVIVORS OF DOMESTIC VIOLENCE OR SEXUAL ASSAULT. 2-1-1 PROVIDES A ONE-STOP CONNECTION FOR EMERGENCY SERVICES AND SUPPORTS. 2-1-1 IS THERE 24 HOURS A DAY, 7 DAYS A WEEK AND 365 DAYS A YEAR TO HELP PEOPLE FIND WHAT THEY NEED (HTTPS://WWW.211CT.ORG/). EACH YEAR, THE UNITED WAY INVESTS MILLIONS OF DOLLARS TO ENSURE THAT PEOPLE IN CENTRAL AND NORTHEASTERN CONNECTICUT ACHIEVE FINANCIAL SECURITY AND SECURE BASIC NEEDS WHEN TIMES ARE TOUGH. THIS INVESTMENT SUPPORTS ~ 55 COMMUNITY PROGRAMS AT 38 NONPROFIT PARTNER AGENCIES ACROSS THE REGION. UNITED WAY IS DESIGNED TO BE NIMBLE SO WE CAN QUICKLY RESPOND TO COMMUNITY HARDSHIPS. LIFE EXPECTANCY IN 2017, WITH SEED FUNDING FROM TRINITY HEALTH OF NEW ENGLAND/SAINT FRANCIS HOSPITAL, THE NORTH HARTFORD TRIPLE AIM COLLABORATIVE (NHTAC) WAS LAUNCHED TO IMPROVE POPULATION HEALTH IN HARTFORD WITH A SPECIFIC FOCUS ON THE NORTH HARTFORD PROMISE ZONE. THE NHTAC BRINGS TOGETHER RESIDENTS AND PARTNERS FROM PHILANTHROPY, NONPROFIT, HEALTHCARE, AND GOVERNMENT SECTORS TO IMPROVE HEALTH USING A POLICY, SYSTEM, AND ENVIRONMENTAL APPROACH. THE NHTAC ALSO SERVES AS THE HEALTH AND WELLNESS WORKGROUP FOR THE NORTH HARTFORD PROMISE ZONE, THE LOCAL PREVENTION COUNCIL FOR THE CITY OF HARTFORD, THE REACH COLLABORATIVE FOR THE CITY OF HARTFORD AND THE HEALTH ENHANCEMENT COMMUNITY FOR THE CITY OF HARTFORD. THE NHTAC'S HEALTH IMPROVEMENT PORTFOLIO BRINGS PARTNERS TOGETHER TO WORK IN NEW AND DIVERSE WAYS TO IMPROVE THE HEALTH AND WELLBEING OF FAMILIES. EXAMPLES INCLUDE HELPING TO BRING A GROCERY STORE TO THE NORTH END OF HARTFORD, WORKING WITH STATEWIDE COMMUNITY HEALTH COLLABORATIVES TO DEVELOP POLICY RECOMMENDATIONS ON HOW TO BETTER ACCESS AND UTILIZE CLINICAL AND SOCIAL CARE DATA FOR MULTI-SECTOR HEALTH IMPROVEMENT INITIATIVES, AND SUPPORTING INNOVATIVE EDUCATION AND OUTREACH EFFORTS AROUND VACCINES INCLUDING THE COVID 19 VACCINE. VISION: AN EMPOWERED, EQUITABLE AND HEALTHY HARTFORD WHERE EVERYONE THRIVES. MISSION: TO CULTIVATE A HEALTHY HARTFORD BY ADVANCING RACIAL JUSTICE, EQUITABLE SYSTEMS, AND COMMUNITY CAPACITY.WAGES OUR UNITED WAY WORKS DILIGENTLY TO CLOSE GAPS BETWEEN WAGES AND THE BASIC COST OF LIVING AND HELPS PEOPLE ACHIEVE FINANCIAL SECURITY. WE INVEST IN INTEGRATED PROGRAMS AND INITIATIVES THAT PROVIDE EMPLOYMENT SERVICES, FINANCIAL COACHING AND CONNECTION TO INCOME SUPPORT WHICH HELP FAMILIES ON THEIR PATH TO FINANCIAL SECURITY. WE ALSO CONVENE MULTI-SECTOR PARTNERSHIPS FOCUSED ON BETTER CONNECTING SYSTEMS TO ADVANCE EMPLOYMENT OPPORTUNITIES FOR INDIVIDUALS IN OUR REGION.HARTFORD WORKING CITIESHARTFORD WORKING CITIES AIMS TO CREATE PATHWAYS AND OPPORTUNITIES THAT HELP YOUNG ADULTS EXPERIENCE ECONOMIC MOBILITY BY GAINING QUALITY AND STABLE EMPLOYMENT. WE COLLABORATE WITH QUALITY PROGRAMS AND RESOURCES THAT HELP YOUTH AND YOUNG ADULTS BECOME WELL-ROUNDED WORKERS AND LEADERS. HARTFORD WORKING CITIES WORKS TO REDUCE UNEMPLOYMENT AMONG 16-29-YEAR-OLD HARTFORD RESIDENTS IN EIGHT NEIGHBORHOODS (ASYLUM HILL, BARRY SQUARE, CLAY ARSENAL, FROG HOLLOW, NORTHEAST, SOUTH GREEN, AND UPPER ALBANY). OUR EFFORTS IN THESE NEIGHBORHOODS ARE PURSUED IN COLLABORATION WITH PLACE-BASED ORGANIZATIONS, INITIATIVES, AND COMMUNITY GROUPSNO-COST TAX PREPARATIONCOMMUNITY PARTICIPANTS HELP FROM AN IRS-CERTIFIED VOLUNTEER IF YOUR HOUSEHOLD INCOME IS UP TO $60,000. VOLUNTEER INCOME TAX ASSISTANCE (VITA) IS A PARTNERSHIP WITH UNITED WAY, THE IRS, THE VILLAGE FOR FAMILIES & CHILDREN, INC. AND HUMAN RESOURCES AGENCY OF NEW BRITAIN, INC. WHICH PROVIDES TAX PREPARATION SERVICES AT NO COST TO ELIGIBLE FAMILIES AT COMMUNITY LOCATIONS THROUGHOUT OUR REGION. IN ADDITION, ONLINE FILING IS ALSO AVAILABLE AT MYFREETAXES.COM.ALICE FAMILIES HAVE HOUSEHOLD INCOMES BELOW A BASIC COST-OF-LIVING THRESHOLD. THE CONNECTICUT UNITED WAYS REPORT IS A STUDY OF FINANCIAL HARDSHIPS IN OUR STATE. ALICE MAY DESCRIBE YOUR FAMILY, FRIENDS, NEIGHBORS, AND COLLEAGUES, AND REPRESENTS EVERY RACE, ETHNICITY, AND GENDER. PEOPLE LIVING BELOW THE ALICE THRESHOLD LIVE IN EVERY AREA OF OUR STATE. THE 2024 CONNECTICUT UNITED WAYS ALICE* REPORT REVEALED THAT 38% OF HOUSEHOLDS IN OUR STATE HAVE INCOME WHICH FALLS BELOW WHAT IS NEEDED TO PAY FOR NECESSITIES SUCH AS HOUSING, FOOD, CHILDCARE, HEALTH CARE, TECHNOLOGY, AND TRANSPORTATION. WE RAISE AWARENESS ABOUT ALICE AND THE NEED TO HELP ALICE BECOME AND STAY FINANCIALLY SECURE. WE INVEST IN PROGRAMS AND INITIATIVES THAT HELP STABILIZE ALICE FAMILIES NOW AND IN THE FUTURE. THIS INCLUDES CHILDCARE AND EARLY-LEARNING, FINANCIAL SECURITY, AND BASIC NEEDS PROGRAMS.WORKFORCE SOLUTIONS COLLABORATIVE OF METRO HARTFORDTHIS IS A FUNDERS COLLABORATIVE OF PRIVATE FOUNDATION THAT AIMS TO PROMOTE REGIONAL SECTOR PARTNERSHIPS OF EMPLOYERS BY SUPPORTING THEIR NEEDS OF FINDING AND RETAINING REGIONAL SECTOR PARTNERSHIPS OF EMPLOYERS BY SUPPORTING THEIR NEEDS OF FINDING AND RETAINING TALENT WHILE CREATING OPPORTUNITIES FOR JOB SEEKERS TO ENTER REWARDING AND MEANINGFUL EMPLOYMENT AND ACCOMPLISHING THEIR GOALS. WE ARE MOTIVATED TO HELP RESIDENTS IN OUR COMMUNITIES RISE ABOVE POVERTY TO ACHIEVE A HIGHER STANDARD OF LIVING.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$8,180,374TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document52IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee43EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local ChaptersYes (1)LocalChaptersInd
Policies Reference ChaptersYes (1)PoliciesReferenceChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonJENNIFER BENGSTONPersonNm
Phone8604931180PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE STATE STREET SUITE 1710AddressLine1Txt
CityHARTFORDCityNm
State AbbreviationCTStateAbbreviationCd
ZIP06103ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
ERIC HARRISON
PRESIDENT AND CEO52.00Yes (X)Yes (X)$203,037$0$35,111
VITTORIA PACE
IMMEDIATE PAST BOARD CHAIR (AS OF 2/24)1.00Yes (X)Yes (X)$0$0$0
PETE COLLINGS
CHAIR (AS OF 2/24)1.00Yes (X)Yes (X)$0$0$0
IRENE BASSOCK
VICE CHAIR (AS OF 1/24)1.00Yes (X)Yes (X)$0$0$0
PATRICK SAMPSON
VICE CHAIR (TO 1/24)0.50Yes (X)Yes (X)$0$0$0
RICHARD TAVOLIERI
TREASURER1.00Yes (X)Yes (X)$0$0$0
JENNIFER BENGTSON
CHIEF FINANCIAL OFFICER52.00Yes (X)Yes (X)$156,186$0$992
MICHAEL J AUSERE
BOARD MEMBER (TO 3/24)0.50Yes (X)$0$0$0
ERICA DEAN
BOARD MEMBER (TO 6/24)0.30Yes (X)$0$0$0
LEIGH NEWMAN
BOARD MEMBER0.30Yes (X)$0$0$0
HUMBERTO HORMAZA
BOARD MEMBER (TO 4/24)0.30Yes (X)$0$0$0
JILL VICHI
BOARD MEMBER0.30Yes (X)$0$0$0
MICHAEL GOLDBAS
BOARD MEMBER0.30Yes (X)$0$0$0
MONTEZ CARTER
BOARD MEMBER (AS OF 9/23)0.30Yes (X)$0$0$0
DONALD ALLAN
BOARD MEMBER (AS OF 2/24)0.30Yes (X)$0$0$0
DONNA L SODIPO
BOARD MEMBER (TO 5/23)0.30Yes (X)$0$0$0
CHARLES W BOGOIAN
BOARD MEMBER0.30Yes (X)$0$0$0
SHELLYE DAVIS
BOARD MEMBER0.30Yes (X)$0$0$0
RHONA FREE
BOARD MEMBER (AS OF 6/24)0.30Yes (X)$0$0$0
VI R SMALLEY ESQ
BOARD MEMBER (AS OF 2/24)0.30Yes (X)$0$0$0
JENNIFER L SHANLEY
BOARD MEMBER0.30Yes (X)$0$0$0
JAMES P O'MEARA
BOARD MEMBER0.30Yes (X)$0$0$0
STEVEN M LITCHFIELD
BOARD MEMBER0.30Yes (X)$0$0$0
ROSHAN N PATEL
BOARD MEMBER (TO 3/24)0.30Yes (X)$0$0$0
SHARON WILLIAMS
BOARD MEMBER0.30Yes (X)$0$0$0
BEATRIZ GUTIERREZ
SUCCESSOR VICE CHAIR (AS OF 2/24)0.30Yes (X)$0$0$0
VENTON B FORBES
BOARD MEMBER0.30Yes (X)$0$0$0
MACKENZIE MANNING
BOARD MEMBER (AS OF 9/23)0.30Yes (X)$0$0$0
SARA-BETH SIDLA
BOARD MEMBER0.30Yes (X)$0$0$0
ANTONIO SANTIAGO JR
COMMITTEE MEMBER (AS OF 4/24)0.30Yes (X)$0$0$0
JENNIFER GIFFORD
SR VP OF IMPACT & ENG52.00$143,737$0$36,867Yes (X)
MAURA COOK
SR VP OF MKTG & DEV52.00$142,054$0$19,559Yes (X)
HELEN BERGIN
DIRECTOR OF HUMAN RESOURCE40.00$125,624$0$23,018Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$770,638TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$115,547TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K5IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CAPITAL WORKFORCE PARTNERS
ONE UNION PLACE 3RD FLHARTFORDCT06103CONSULTANT$163,778
THE FLYY MOVEMENT LLC
141 SOUTH MAIN STREET UNIT FWEST HARTFORDCT06110CONSULTANT$150,000
SUDOR TAINO
220 BERLIN TURNPIKEBERLINCT06110CONSULTANT$150,000
THE ANGELL PENSION GROUP INC
88 BOYD AVENUEEAST PROVIDENCERI02914CONSULTANT$100,169
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt
Federated Campaigns$15,042FederatedCampaignsAmt
Fundraising$845,168FundraisingAmt
All Other Contributions$9,449,734AllOtherContributionsAmt
Total Contributions$10,309,944TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,164,833TotalRevenueColumnAmt
Exclusion$1,164,833ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$99,975RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$0RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$99,975RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$99,975TotalRevenueColumnAmt
Related Or Exempt Func Income$99,975RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$3,089,721SecuritiesAmt
Other$1,500,000OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$2,962,948SecuritiesAmt
Other$329,000OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$126,773SecuritiesAmt
Other$1,171,000OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,297,773TotalRevenueColumnAmt
Exclusion$1,297,773ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$162,341FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$845,168ContriRptFundraisingEventAmt
Fundraising Direct Expenses$361,022FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$198,681TotalRevenueColumnAmt
Exclusion-$198,681ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column-$46,211TotalRevenueColumnAmt
Related Or Exempt Func Income-$46,211RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total-$46,211OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,627,633TotalRevenueColumnAmt
Related Or Exempt Func Income$53,764RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,263,925ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$3,690,308TotalAmt
Program Services$3,690,308ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$423,048TotalAmt
Program Services$78,676ProgramServicesAmt
Management And General$254,083ManagementAndGeneralAmt
Fundraising$90,289FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,812,016TotalAmt
Program Services$1,345,502ProgramServicesAmt
Management And General$439,096ManagementAndGeneralAmt
Fundraising$1,027,418FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$607,999TotalAmt
Program Services$270,886ProgramServicesAmt
Management And General$126,049ManagementAndGeneralAmt
Fundraising$211,064FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$873,733TotalAmt
Program Services$393,173ProgramServicesAmt
Management And General$176,550ManagementAndGeneralAmt
Fundraising$304,010FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$38,321TotalAmt
Program Services$10,730ProgramServicesAmt
Management And General$11,113ManagementAndGeneralAmt
Fundraising$16,478FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$67,150TotalAmt
Management And General$67,150ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$25,000TotalAmt
Management And General$25,000ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$1,969,071TotalAmt
Program Services$1,667,450ProgramServicesAmt
Management And General$140,076ManagementAndGeneralAmt
Fundraising$161,545FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$112,791TotalAmt
Program Services$12,000ProgramServicesAmt
Management And General$10,178ManagementAndGeneralAmt
Fundraising$90,613FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$302,717TotalAmt
Program Services$145,304ProgramServicesAmt
Management And General$66,598ManagementAndGeneralAmt
Fundraising$90,815FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$253,725TotalAmt
Program Services$104,027ProgramServicesAmt
Management And General$78,655ManagementAndGeneralAmt
Fundraising$71,043FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$415,817TotalAmt
Program Services$201,252ProgramServicesAmt
Management And General$126,832ManagementAndGeneralAmt
Fundraising$87,733FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$74,818TotalAmt
Program Services$37,051ProgramServicesAmt
Management And General$20,847ManagementAndGeneralAmt
Fundraising$16,920FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$145,187TotalAmt
Program Services$81,186ProgramServicesAmt
Management And General$40,947ManagementAndGeneralAmt
Fundraising$23,054FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$97,467TotalAmt
Program Services$39,375ProgramServicesAmt
Management And General$28,067ManagementAndGeneralAmt
Fundraising$30,025FundraisingAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
DUES & UNITED WAY SUPPO$109,574$21,336$34,356$53,882
EVENT EXPENSES$96,912$96,912
MISCELLANEOUS$85,541$82,118$1,665$1,758

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$12,201,195TotalAmt
Program Services$8,180,374ProgramServicesAmt
Management And General$1,647,262ManagementAndGeneralAmt
Fundraising$2,373,559FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$98BOYAmt
EOY$90EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,947,292BOYAmt
EOY$2,812,165EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,745,160BOYAmt
EOY$1,931,005EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$1,174,523BOYAmt
EOY$406,694EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$172,340BOYAmt
EOY$281,743EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,041,757LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$879,780LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$590,932BOYAmt
EOY$161,977EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$16,496,742BOYAmt
EOY$16,267,152EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$4,900BOYAmt
EOY$4,900EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$22,131,987BOYAmt
EOY$21,865,726EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,169,551BOYAmt
EOY$622,371EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$432,776BOYAmt
EOY$357,471EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
EOY$1,073,021EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,866,221BOYAmt
EOY$456,575EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,468,548BOYAmt
EOY$2,509,438EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,794,280BOYAmt
EOY$17,458,168EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,869,159BOYAmt
EOY$1,898,120EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$17,663,439BOYAmt
EOY$19,356,288EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,131,987BOYAmt
EOY$21,865,726EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$426,438ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$613,988NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$652,423OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,561,883CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,847,156CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,939,135CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,071,303CurrentTaxYearMinus1YearAmt
Current Tax Year$10,309,944CurrentTaxYearAmt
Total$62,729,421TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$15,561,883CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$13,847,156CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,939,135CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,071,303CurrentTaxYearMinus1YearAmt
Current Tax Year$10,309,944CurrentTaxYearAmt
Total$62,729,421TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$1,267,707SubstantialContributorsTotAmt
Public Support Total170$61,461,714PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$978,989CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,056,033CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$635,125CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,046,380CurrentTaxYearMinus1YearAmt
Current Tax Year$1,264,808CurrentTaxYearAmt
Total$4,981,335TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years$5,706CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$37,640CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$941,993CurrentTaxYearMinus1YearAmt
Current Tax Year$116,130CurrentTaxYearAmt
Total$1,101,469TotalAmt
FieldValueIRS element (for citing)
Total Support$68,812,225TotalSupportAmt
Public Support CY1700.89320PublicSupportCY170Pct
Public Support PY1700.88450PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$12,108,891BeginningYearBalanceAmt
Investment Earnings Or Losses$1,147,847InvestmentEarningsOrLossesAmt
Other Expenditures$842,000OtherExpendituresAmt
End Year Balance$12,414,738EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,865,339BeginningYearBalanceAmt
Investment Earnings Or Losses$942,684InvestmentEarningsOrLossesAmt
Other Expenditures$947,690OtherExpendituresAmt
Administrative Expenses$3,751,442AdministrativeExpensesAmt
End Year Balance$12,108,891EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,221,118BeginningYearBalanceAmt
Investment Earnings Or Losses-$1,755,779InvestmentEarningsOrLossesAmt
Other Expenditures$600,000OtherExpendituresAmt
End Year Balance$15,865,339EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,649,777BeginningYearBalanceAmt
Investment Earnings Or Losses$2,571,341InvestmentEarningsOrLossesAmt
Other Expenditures$1,000,000OtherExpendituresAmt
End Year Balance$18,221,118EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,887,062BeginningYearBalanceAmt
Investment Earnings Or Losses$362,715InvestmentEarningsOrLossesAmt
Other Expenditures$600,000OtherExpendituresAmt
End Year Balance$16,649,777EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.86354BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.09942PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.03704TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,041,757OtherCostOrOtherBasisAmt
Depreciation$879,780DepreciationAmt
Book Value$161,977BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$161,977TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
AGENCY PROGRAM SUPPORT PAYABLE$202,243
CAMPAIGN DESIGNATIONS PAYABLE$254,332
FieldValueIRS element (for citing)
Total Liability$456,575TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$12,840,474TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$613,988NetUnrealizedGainsInvstAmt
Other Revenue$652,423OtherRevenueAmt
Revenue Not Reported$1,266,411RevenueNotReportedAmt
Revenue Subtotal$11,574,063RevenueSubtotalAmt
Investment Expenses Not Incld$25,000InvestmentExpensesNotIncldAmt
Other Revenues Not Included$1,028,570OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$1,053,570RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$12,627,633TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$11,147,625TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$11,147,625ExpensesSubtotalAmt
Investment Expenses Not Incld2$25,000InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$1,028,570OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$1,053,570ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$12,201,195TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE ENDOWMENT IS DESIGNED TO PRESERVE THE REAL VALUE OF THE UNRESTRICTED INVESTMENT RESERVES OVER TIME WHILE PROVIDING A MODEST LEVEL OF INCOME FOR CURRENT OPERATING NEEDS.
PART X, LINE 2:THE ORGANIZATION IS EXEMPT FROM INCOME TAXES AS A PUBLIC CHARITY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. MANAGEMENT BELIEVES THAT THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS TAX-EXEMPT STATUS AT BOTH THE STATE AND FEDERAL LEVELS. THE ORGANIZATION ANNUALLY FILES IRS FORM 990 - RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, REPORTING VARIOUS INFORMATION THAT THE IRS USES TO MONITOR THE ACTIVITIES OF TAX-EXEMPT ENTITIES. THESE TAX RETURNS ARE SUBJECT TO REVIEW BY THE TAXING AUTHORITIES GENERALLY FOR A PERIOD OF THREE YEARS AFTER THEY WERE FILED. THE ORGANIZATION CURRENTLY HAS NO TAX EXAMINATIONS IN PROGRESS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:PENSION RELATED CHANGES 652,423.
PART XI, LINE 4B - OTHER ADJUSTMENTS:AMOUNT DESIGNATED BY OTHERS 931,658. EVENT EXPENSES 96,912.
PART XII, LINE 4B - OTHER ADJUSTMENTS:AMOUNT DESIGNATED BY OTHERS 931,658. EVENT EXPENSES 96,912.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1POWER OF THE PURSEEvent1Nm
Gross Receipts Event1$307,872GrossReceiptsEvent1Amt
Charitable Contri Event1$235,968CharitableContriEvent1Amt
Gross Revenue Event1$71,904GrossRevenueEvent1Amt
Food And Beverage Event1$71,904FoodAndBeverageEvent1Amt
Entertainment Event1$35,032EntertainmentEvent1Amt
Other Direct Expenses Event1$75,686OtherDirectExpensesEvent1Amt
Event2REAL ESTATE BREAKFASTEvent2Nm
Gross Receipts Event2$590,553GrossReceiptsEvent2Amt
Charitable Contri Event2$531,707CharitableContriEvent2Amt
Gross Revenue Event2$58,846GrossRevenueEvent2Amt
Food And Beverage Event2$58,846FoodAndBeverageEvent2Amt
Other Direct Expenses Event2$35,510OtherDirectExpensesEvent2Amt
Other Events Total3OtherEventsTotalCnt
Gross Receipts Other Events$109,084GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$77,493CharitableContriOtherEventsAmt
Gross Revenue Other Events$31,591GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$6,500RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$30,340FoodAndBeverageOtherEventsAmt
Entertainment Other Events$250EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$46,954OthDirectExpnssOtherEventsAmt
Gross Receipts Total$1,007,509GrossReceiptsTotalAmt
Charitable Contributions Tot$845,168CharitableContributionsTotAmt
Gross Revenue Total Events$162,341GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$6,500RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$161,090FoodAndBeverageTotalEventsAmt
Entertainment Total Events$35,282EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$158,150OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$361,022DirectExpenseSummaryEventsAmt
Net Income Summary-$198,681NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (51 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
AMERICAN RED CROSS
PO BOX 37839BOONEIA50037530196605501 (C)3$40,000$0TRANSITIONAL FUND PAYMENTS; OPERATING; BASIC NEEDS
BIG BROTHERS BIG SISTERS OF CONNECTICUT
30 LAUREL STREETHARTFORDCT06106060850379501 (C)3$27,500$0TRANSITIONAL FUND PAYMENTS; OPERATING; UNITED WE READ
BOYS & GIRLS CLUBS OF HARTFORD INC
170 SIGOURNEY STREETHARTFORDCT06105066026005501 (C)3$61,500$0TRANSITIONAL FUND PAYMENTS; OPERATING; UNITED WE READ
CAMP COURANT
96 BATTERSON PARK RDFARMINGTONCT06032061018155501 (C)3$50,000$0TRANSITIONAL FUND PAYMENTS; OPERATING; UNITED WE READ
CATHOLIC CHARITIES & FAMILY SERVICES DIOCESE OF NORWICH INC
331 MAIN STREETNORWICHCT06360060646609501 (C)3$14,000$0TRANSITIONAL FUND PAYMENTS; OPERATING; BASIC NEEDS
CATHOLIC CHARITIES INC - ARCHDIOCESE OF HARTFORD
COVID 1-19 OUTREACH PROJECT 839-841HARTFORDCT06105060667607501 (C)3$163,750$0COMMUNITY IMPACT; ALICE; UNITED WE READ; BASIC NEEDSASYLUM AVENUE
CCARC INC
950 SLATER ROADNEW BRITAINCT06053066011543501 (C)3$7,500$0TRANSITIONAL FUND PAYMENTS; OPERATING; BASIC NEEDS
CENTER FOR CHILDREN'S ADVOCACY
65 ELIZABETH STREETHARTFORDCT06105061489575501 (C)3$51,400$0COMMUNITY IMPACT; ALICE
COMMUNITY FIRST SCHOOL
50 LOVE LANEHARTFORDCT06120815385904501 (C)3$60,000$0COMMUNITY IMPACT; UNITED WE READ
COMPASS YOUTH COLLABORATIVE INC
55 AIRPORT ROAD SUITE 201HARTFORDCT06114311768549501 (C)3$17,500$0ALICE
CONNECTICUT COALITION TO END HOMELESSNESS
257 LAWRENCE STREETHARTFORDCT06106061126880501 (C)3$75,000$0BASIC NEEDS
CONNECTICUT FOODSHARE INC
2 RESEARCH PKWYWALLINGFORDCT06492222474771501 (C)3$97,250$0COMMUNITY IMPACT; BASIC NEEDS; ALICE
CONNECTIKIDS
814 ASYLUM AVEHARTFORDCT06105061035985501 (C)3$70,500$0TRANSITIONAL FUND PAYMENTS; OPERATING; UNITED WE READ
CONSOLIDATED SCHOOL DISTRICT OF NEW BRITAIN
PO BOX 1960NEW BRITAINCT06051222486319501 (C)3$60,000$0COMMUNITY IMPACT; UNITED WE READ
EAST HARTFORD PUBLIC SCHOOLS
1110 MAIN STREETEAST HARTFORDCT06108066001989501 (C)3$14,000$0ALICE
EDUCATIONAL RESOURCES FOR CHILDREN INC
174 SOUTH ROAD SUITE 200ENFIELDCT06082030399205501 (C)3$57,500$0TRANSITIONAL FUND PAYMENTS; OPERATING; UNITED WE READ
GREATER HARTFORD LEGAL AID INC
999 ASYLUM AVE 3RD FLOORHARTFORDCT06105060730611501 (C)3$30,000$0COMMUNITY IMPACT; BASIC NEEDS
GREATER NEW BRITAIN TEEN PREGNANCY PREVENTION INC
43 VIETS STREETNEW BRITAINCT06053061401224501 (C)3$10,000$0TRANSITIONAL FUND PAYMENTS; OPERATING
HARC INC
900 ASYLUM AVEHARTFORDCT06105060710289501 (C)3$45,800$0TRANSITIONAL FUND PAYMENTS; OPERATING; BASIC NEEDS
HARTFORD HEALTHCARE AT HOME
1290 SILAS DEANE HIGHWAY STE 4BWETHERSFIELDCT06109060646938501 (C)3$22,500$0TRANSITIONAL FUND PAYMENTS; OPERATING; BASIC NEEDS
HARTFORD INTERVAL HOUSE INC
PO BOX 340207HARTFORDCT06134060960005501 (C)3$66,000$0BASIC NEEDS
HISPANIC HEALTH COUNCIL INC
175 MAIN STREETHARTFORDCT06106061018979501 (C)3$77,500$0BASIC NEEDS; UNITED WE READ
HOCKANUM VALLEY COMMUNITY COUNCIL
29 NAEK ROAD SUITE 5AVERNONCT06066060864311501 (C)3$16,500$0TRANSITIONAL FUND PAYMENTS; OPERATING; ALICE
HUMAN RESOURCES AGENCY OF NEW BRITAIN INC
180 CLINTON STREETNEW BRITAINCT06053060954802501 (C)3$161,750$0BASIC NEEDS; ALICE; UNITED WE READ
JOURNEY HOME
255 MAIN STREET 2ND FLOOR PO BOXHARTFORDCT06106800143570501 (C)3$70,000$0BASIC NEEDS260727
KNOX INC
75 LAUREL STREETHARTFORDCT06106060985421501 (C)3$16,800$0TRANSITIONAL FUND PAYMENTS; OPERATING; ALICE
LITERACY VOLUNTEERS OF CENTRAL CONNECTICUT
20 HIGH STREETNEW BRITAINCT06051222527030501 (C)3$14,000$0TRANSITIONAL FUND PAYMENTS; OPERATING; ALICE
LITERACY VOLUNTEERS OF GREATER HARTFORD
30 ARBOR STREET 101 SOUTH BUILDINGHARTFORDCT06106237237570501 (C)3$21,250$0TRANSITIONAL FUND PAYMENTS; OPERATING; ALICE
LOCAL INITIATIVES SUPPORT CORPORATION
75 CHARTER OAK AVENUE SUITE 2-250HARTFORDCT06106133030229501 (C)3$18,000$0ALICE
NETWORK AGAINST DOMESTIC ABUSE OF NORTH CENTRAL CT
139 HAZARD AVE BUILDING3ENFIELDCT06082222670688501 (C)3$50,000$0BASIC NEEDS; ALICE
OPPORTUNITIES INDUSTRIALIZATION CENTER OF NEW BRITAIN INC (OIC)
114 NORTH STREETNEW BRITAINCT06051060876897501 (C)3$40,000$0COMMUNITY IMPACT; ALICE
OUR PIECE OF THE PIE (OPP)
20-28 SARGEANT STREETHARTFORDCT06105060939659501 (C)3$94,500$0ALICE
PATHWAYSSENDEROS
43 VIETS STREETNEW BRITAINCT06053061401224501 (C)3$8,000$0ALICE
PRUDENCE CRANDALL CENTER INC
PO BOX 895NEW BRITAINCT06050060968557501 (C)3$46,000$0BASIC NEEDS
SERVICES FOR THE ELDERLY OF FARMINGTON
321 NEW BRITAIN AVEUNIONVILLECT06085060860153501 (C)3$10,000$0TRANSITIONAL FUND PAYMENTS; OPERATING; BASIC NEEDS
SEXUAL ASSAULT CRISIS CENTER OF EASTERN CONNECTICUT INC
PO BOX 24WILLIMANTICCT06226061033609501 (C)3$9,000$0TRANSITIONAL FUND PAYMENTS; OPERATING; BASIC NEEDS
SOUTH PARK INN INC
75 MAIN STREETHARTFORDCT06106061083735501 (C)3$93,000$0BASIC NEEDS
THE ARC OF THE FARMINGTON VALLEY INC (FAVARH)
225 COMMERCE DRIVECANTONCT06019066011136501 (C)3$11,000$0TRANSITIONAL FUND PAYMENTS; OPERATING; BASIC NEEDS
THE SALVATION ARMY SOUTHERN NEW ENGLAND DIVISION
855 ASYUM AVEHARTFORDCT06105135562351501 (C)3$127,000$0BASIC NEEDS; UNITED WE READ
THE VILLAGE FOR FAMILIES & CHILDREN INC
1680 ALBANY AVENUEHARTFORDCT06105060668594501 (C)3$275,000$0ALICE
UNITED WAY OF CENTRAL & NORTHEASTERN CONNECTICUT INC
1 STATE STREETHARTFORDCT06105060646653501 (C)3$100,000$0BASIC NEEDS; RAPID RESPONSE FUND
UNITED WAY OF CONNECTICUT INC
1344 SILAS DEANE HIGHWAYROCKY HILLCT06067061084194501 (C)3$60,000$0BASIC NEEDS
URBAN LEAGUE OF GREATER HARTFORD
140 WOODLAND STREETHARTFORDCT06105066066491501 (C)3$45,000$0ALICE
URISE VENTURES INC
1229 ALBANY AVENUEHARTFORDCT06112822053282501 (C)3$20,000$0TRANSITIONAL FUND PAYMENTS; OPERATING; ALICE
WATKINSON SCHOOL
180 BLOOMFIELD AVEHARTFORDCT06105060655136501 (C)3$7,000$0TRANSITIONAL FUND PAYMENTS; OPERATING; UNITED WE READ
WINDHAM AREA INTERFAITH MINISTRY (WAIM)
866 MAIN STREET PO BOX 221WILLIMANTICCT06226061122323501 (C)3$15,000$0COMMUNITY IMPACT; BASIC NEEDS
WINDHAM PUBLIC SCHOOLS
322 PROSPECT STREETWILLIMANTICCT06226066002135501 (C)3$20,000$0TRANSITIONAL FUND PAYMENTS; OPERATING
YMCA OF METROPOLITAN HARTFORD INC
50 STATE HOUSE SQUARE 2ND FLOORHARTFORDCT06103060881325501 (C)3$39,600$0TRANSITIONAL FUND PAYMENTS; OPERATING; UNITED WE READ
YMCA OF NEW BRITAIN - BERLIN
50 HIGH STREETNEW BRITAINCT06051060646977501 (C)3$58,000$0COMMUNITY IMPACT; UNITED WE READ
YWCA HARTFORD REGION
135 BROAD STREETHARTFORDCT06105060646993501 (C)3$52,000$0BASIC NEEDS; ALICE
YWCA OF NEW BRITAIN INC
19 FRANKLIN SQUARENEW BRITAINCT06051060598620501 (C)3$137,000$0BASIC NEEDS; COMMUNITY IMPACT; ALICE
FieldValueIRS element (for citing)
Total501c3 Org52Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationGRANTS AND DESIGNATIONS TOTALING $3,690,308 WERE DISBURSED TO 501C3 AGENCIES IN THE UNITED STATES. UNITED WAY AWARDS COMMUNITY IMPACT GRANTS TO ELIGIBLE NONPROFIT PARTNERS OR MUNICIPAL DEPARTMENTS THAT ADDRESS COMMUNITY NEEDS FOCUSED ON THE AREAS OF EDUCATION, ECONOMIC MOBILITY, AND HEALTH. ALL GRANT PROPOSALS GO THROUGH A REVIEW PROCESS AND ALL GRANT AWARDS ARE APPROVED BY THE BOARD OF DIRECTORS. GRANTEES ARE REQUIRED TO SUBMIT A FINAL REPORT TO UNITED WAY THAT SHOW OUTCOMES ACHIEVED AND VERIFY THAT ALL FUNDS HAVE BEEN USED FOR THE INTENDED PURPOSE. THROUGH THE UWCNCT COMMUNITY CAMPAIGN, DONORS CAN DIRECT THEIR GIFTS TO ANY QUALIFIED 501C3 ORGANIZATION IN THE UNITED STATES OVER WHICH UWCNCT EXERCISES AND RETAINS NO DISCRETION AS TO USE DUE TO DONOR RESTRICTION. IN ORDER TO QUALIFY, AN ORGANIZATION MUST MEET THE FOLLOWING THREE CRITERIA: (1) BE FULLY TAX EXEMPT; (2) ENSURE DONATIONS ARE 100% TAX DEDUCTIBLE; AND (3) BE IN FULL COMPLIANCE WITH THE FEDERAL PATRIOT ACT LAW.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ERIC HARRISON
PRESIDENT AND CEO$203,037$0$0$0$0$0$4,250$0$30,861$0$238,148$0$0$0
JENNIFER GIFFORD
SR VP OF IMPACT & ENG$143,737$0$0$0$0$0$3,900$0$32,967$0$180,604$0$0$0
MAURA COOK
SR VP OF MKTG & DEV$142,054$0$0$0$0$0$7,952$0$11,607$0$161,613$0$0$0
JENNIFER BENGTSON
CHIEF FINANCIAL OFFICER$156,186$0$0$0$0$0$244$0$748$0$157,178$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6BY LAWS, ARTICLE VI "MEMBERS" 1. - THE CORPORATION SHALL HAVE ONE CLASS OF MEMBERS CONSISTING OF EACH INDIVIDUAL AND CORPORATE CONTRIBUTOR TO THE UNITED WAY'S ANNUAL CAMPAIGN IN THE PRECEDING CALENDAR YEAR.
FORM 990, PART VI, SECTION A, LINE 7ABY LAWS, ARTICLE VI "MEMBERS" 2. - AN ANNUAL MEETING OF THE MEMBERS OF THE UNITED WAY SHALL BE HELD EACH YEAR ON SUCH DATE AND AT SUCH TIME AND PLACE AS THE BOARD CHAIR SHALL FIX, FOR THE PURPOSE OF ELECTING DIRECTORS AND OTHER BUSINESS AS MAY PROPERLY COME BEFORE THE MEETING.
FORM 990, PART VI, SECTION B, LINE 11BUWCNCTS AUDIT COMMITTEE REVIEWS AND RECOMMENDS THE 990 TO BE APPROVED BY THE BOARD OF DIRECTORS. THE 990 IS THEN PROVIDED TO EACH BOARD MEMBER SEVERAL DAYS PRIOR TO THE BOARD MEETING AT WHICH TIME IT IS PRESENTED FOR ACCEPTANCE BY THE FULL BOARD. THE AUDIT COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE ANNUAL AUDIT PROCESS AS WELL AS THE SELECTION OF AN INDEPENDENT ACCOUNTANT/FIRM. EVERY MEMBER OF THE BOARD IS REQUIRED TO COMPLETE A CONFLICT-OF-INTEREST STATEMENT ANNUALLY. THESE STATEMENTS ARE REVIEWED BY THE AUDIT COMMITTEE CHAIR. FURTHERMORE, CONFLICT-OF-INTEREST STATEMENTS ARE COMPLETED BY ALL STAFF AND REVIEWED BY THE HR DIRECTOR AND/OR PRESIDENT AND CHIEF EXECUTIVE OFFICER.
FORM 990, PART VI, SECTION B, LINE 12CANNUALLY EACH MEMBER OF THE BOARD IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST STATEMENT. EACH BOARD MEMBER STATEMENT IS REVIEWED BY THE AUDIT COMMITTEE CHAIR. CONFLICT OF INTEREST STATEMENTS ARE COMPLETED BY ALL STAFF AND REVIEWED BY THE PRESIDENT & CEO.
FORM 990, PART VI, SECTION B, LINE 15SENIOR EXECUTIVE COMPENSATION POLICY: THE BENEFITS AND COMPENSATION COMMITTEE IS COMPRISED OF (1) A COMMITTEE CHAIR; (2) A MEMBER OF THE BOARD; AND (3) A MEMBER OF THE COMMUNITY AND/OR STAFF, EXCLUDING THE PRESIDENT AND CHIEF EXECUTIVE OFFICER, WHO POSSESSES EXPERIENCE AND EXPERTISE IN HUMAN RESOURCES AND BENEFITS. THE COMMITTEE WILL PARTICIPATE ON THE REVIEW OF THE SENIOR EXECUTIVE COMPENSATION ANNUALLY, DEFINED AS ANY POSITION VICE PRESIDENT AND ABOVE, AND DOCUMENT VIA MINUTES AND VOTE ON THEIR REVIEW OF THE OVERSIGHT OF THE COMPENSATION PROCESS AND RELATED DATA. THE COMMITTEE WILL DEVELOP A REPORT, ANNUALLY, THAT WILL INCLUDE MEETING MINUTES AND SUPPORTING MATERIALS THAT WILL DOCUMENT THE COMPENSATION DECISIONS TO BE APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE REPORT WILL INCLUDE COMPARABLE MARKET DATA, FINANCIAL CIRCUMSTANCES OF THE ORGANIZATION, AND PERFORMANCE. NO SENIOR EXECUTIVE MAY PARTICIPATE IN THE DELIBERATION OR RECOMMENDATION PROCESS. IN ORDER TO REMAIN COMPETITIVE FOR STAFFING PURPOSES, IT IS OUR GOAL TO COMPARE POSITIONS TO THE MIDPOINT AND ABOVE AS REFLECTED BY THE MARKETPLACE. THE MID-POINT RANGE IS UTILIZED AS A GUIDELINE, NOT AN EXACT MEASURE, AND CONSIDERATION IS ALSO GIVEN TO PERFORMANCE, ACCOMPLISHMENTS, EXPERIENCE, ETC. THE MARKET IS DEFINED AS A COMPARABLY SIXED CHARITABLE ORGANIZATION, WITH SIMILAR MISSION, LOCATED IN THE NORTHEAST REGIO OF THE UNITED STATES. UWCNCT INTERMITTENTLY PROCURES COMPENSATION SURVEYS TO PROVIDE ADDITIONAL SUPPORTING DATA AND TRENDS, TO ENSURE WE REMAIN COMPETITIVE IN THE MARKETPLACE AND ARE ABLE TO RETAIN KEY TALENT. MERIT BASED COMPENSATION EMPLOYEE PERFORMANCE WILL BE REVIEWED ANNUALLY, PRIOR TO JULY 1ST, WHICH IS THE START OF A NEW FISCAL YEAR. UWCNCT WILL RECOGNIZE PERFORMANCE WITH INCREASES TO BASE SALARY FOR EMPLOYEES. SALARY INCREASES ARE NOT AUTOMATIC EACH YEAR BUT ARE BASED ON PERFORMANCE; FINANCIAL CIRCUMSTANCES OF THE ORGANIZATION; AND ARE AT THE DISCRETION OF MANAGEMENT AND THE BOARD. SALARY RANGES FOR ESTABLISHED POSITIONS ARE REVIEWED PERIODICALLY TO REFLECT MARKET AND INDUSTRY TRENDS. PRESIDENT AND CHIEF EXECUTIVE OFFICER EXPENSE REPORT REVIEW PROCESS: A STAFF PERSON IS DESIGNATED THE RESPONSIBILITY FOR GATHERING AND COMPILING MONTHLY EXPENSE REPORTS FOR THE PRESIDENT AND CHIEF EXECUTIVE OFFICER. THESE ARE THEN PROVIDED TO THE BOAD CHAIR FOR REVIEW AND APPROVAL.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION USES GUIDESTAR.ORG AND THEIR OWN WEBSITE TO MAKE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
FORM 990, PART IX, LINE 11GOTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 1,667,450. MANAGEMENT AND GENERAL EXPENSES 140,076. FUNDRAISING EXPENSES 161,545. TOTAL EXPENSES 1,969,071.
FORM 990, PART XI, LINE 9:PENSION RELATED CHANGES 652,423.
FORM 990 PART XII LINE 2CTHE ORGANIZATION HAS A COMMITTEE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AS WELL AS THE SELECTION OF THE INDEPENDENT ACCOUNTANT.