2023-01-13T13:08:45-06:00 2022-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2021-07-01 061084194 UNITED WAY OF CONNECTICUT INC UNIT 8605717500 1344 SILAS DEANE HIGHWAY ROCKY HILL CT 06067 MITCH BEAUREGARD TREASURER 8605717554 2023-01-12 1 MITCH BEAUREGARD 999009999 PATRICIA MCGOWAN P00184514 9592007000 2022-12-29 3 AAL1 IAL1 2021 2023-03-07 01:45:13Z MITCH BEAUREGARD 1344 SILAS DEANE HIGHWAY ROCKY HILL CT 06067 38307240 0 X WWW.CTUNITEDWAY.ORG X 1974 CT THE MISSION OF UNITED WAY OF CONNECTICUT IS TO HELP MEET THE NEEDS OF CONNECTICUT AND ITS RESIDENTS BY PROVIDING INFORMATION, EDUCATION AND CONNECTION TO SERVICES. 20 19 345 0 0 0 26108203 37487536 547418 751895 0 0 52360 67809 26707981 38307240 0 0 0 0 15897648 20493508 0 0 0 10515459 17388915 26413107 37882423 294874 424817 9144461 9253569 6359903 6044194 2784558 3209375 X THE MISSION OF UNITED WAY OF CONNECTICUT (UWC) IS TO HELP MEET THE NEEDS OF CONNECTICUT AND ITS RESIDENTS BY PROVIDING INFORMATION, EDUCATION AND CONNECTION TO SERVICES. 1 0 12881750 751895 211, A PROGRAM OF UWC, IS A STATEWIDE 24 HOUR TELEPHONE AND INTERNET INFORMATION AND REFERRAL SERVICE THAT PROVIDES FREE HEALTH AND HUMAN SERVICES AND COMMUNITY REFERRALS, AS WELL AS CRISIS INTERVENTION TO ANYONE IN CONNECTICUT. FAMILIES SIMPLY DIAL 211 TO GET CONNECTED OR LOG ON TO WWW.211CT.ORG. IN ADDITION, UWC OPERATES SEVERAL SPECIALIZED CALL UNITS: 211 CHILD DEVELOPMENT, EMERGENCY MOBILE CRISIS INTERVENTION SERVICES, AND 211 HOUSING. IN FY 22, 211 HANDLED 3,063,252 CONTACTS OVER THE PHONE AND ONLINE. 211 MAINTAINS A COMPUTERIZED DATABASE OF 3,843 HEALTH AND HUMAN SERVICE AGENCIES OFFERING 24,554 SERVICES AND OVER 4,000 LICENSED CHILDCARE FACILITIES. 211 OPERATES 24 HOURS A DAY, 365 DAYS A YEAR, WITH MULTILINGUAL CALL SPECIALISTS AND TDD ACCESS AVAILABLE. 21642578 CARE 4 KIDS: CONNECTICUT'S CHILD CARE SUBSIDY PROGRAM HELPS LOW TO MODERATE INCOME WORKING FAMILIES PAY FOR CHILD CARE. UWC'S SCOPE OF RESPONSIBILITY INCLUDES CALL CENTER, INTAKE, ELIGIBILITY, INVOICE PROCESSING, MAILROOM, GRIEVANCE AND MEDIATION, AND PROGRAM OUTREACH. 26,691 CHILDREN ENROLLED IN CARE 4 KIDS RECEIVED 216,915 CALLS, AND PROCESSED 62,000 INVOICES.2-1-1 CHILDCARE: SERVES AS CONNECTICUT'S CHILD CARE RESOURCE AND REFERRAL SYSTEM. ASSISTS PARENTS AND CHILD CARE PROVIDERS IN LOCATING APPROPRIATE RESOURCES AND REFERRALS; EDUCATES PARENTS/PROVIDERS ON QUALITY INDICATORS OF EARLY CHILDHOOD PROGRAMS; MAINTAINS A DATABASE OF 5,000 LICENSED AND LICENSE-EXEMPT PROGRAMS IN CONNECTICUT; DELIVERS PROVIDER ORIENTATION TRAINING AND MATERIALS FOR IN-HOME PROVIDERS; PROVIDES INFORMATION TO HELP UNLICENSED PROVIDERS TO BECOME LICENSED; THROUGH 2-1-1 CHILDCARE, OFFERS TRAINING PROGRAMS, TECHNICAL ASSISTANCE AND PROFESSIONAL DEVELOPMENT OPPORTUNITIES TO EARLY CARE AND EDUCATION PROVIDERS, AND DIGITAL FINGERPRINT COLLECTION SERVICES. 95321 67809 UNITED WAY OF CONNECTICUT IS THE STATE ASSOCIATION FOR CONNECTICUT'S 15 LOCAL UNITED WAYS AND SERVES AS THE BACKBONE FOR THE NETWORK'S COLLECTIVE EFFORTS TO IMPROVE THE LIVES OF RESIDENTS STRUGGLING TO MAKE ENDS MEET. IN ORDER TO BETTER DEFINE THE NUMBER OF RESIDENTS FACING ECONOMIC HARDSHIP, THE CONNECTICUT UNITED WAYS PARTNER WITH UNITED FOR ALICE TO PROVIDE RESEARCH ON A DEMOGRAPHIC THAT IS KNOWN AS ALICE; AN ACRONYM FOR ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED. UWC LEADS THE STATE'S NETWORK OF LOCAL UNITED WAYS IN RAISING AWARENESS OF THE 38% OF RESIDENTS THAT ARE NOT ABLE TO AFFORD BASIC NEEDS AND ADVOCATING FOR POLICIES THAT BUILD A BRIDGE TO STABILITY FOR CONNECTICUT FAMILIES AND ESSENTIAL WORKFORCE. 34619649 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 48 0 1 345 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X X SUNEETHA ADERU 8603724230 1344 SILAS DEANE HIGHWAY ROCKY HILL CT 06067 ABIGAIL JEWETT BOARD MEMBER 0.50 X 0 0 0 ALBERTO COTA BOARD MEMBER 0.50 X 0 0 0 BRIAN GOULD BOARD MEMBER 0.50 X 0 0 0 CHARLENE RUSSELL-TUCKER OUTGOING BOARD MEMBER 0.50 X 0 0 0 GREG BUTLER BOARD MEMBER 0.50 X 0 0 0 JASON JAKUBOWSKI BOARD MEMBER 1.00 X 0 0 0 JENNIFER HEATH BOARD MEMBER 1.00 X 0 0 0 JONATHAN BEAMON BOARD MEMBER 0.50 X 0 0 0 KEVIN WILHELM SECRETARY 1.50 X X 0 0 0 KRISTEN JACOBY BOARD MEMBER 1.00 X 0 0 0 LAUREN ST GERMAIN BOARD MEMBER 1.00 X 0 0 0 LEE ANN GOMES BOARD MEMBER 0.50 X 0 0 0 LISA TEPPER BATES PRESIDENT/CEO 40.00 X X 206588 0 17934 MARIA HARLOW SECRETARY 1.50 X X 0 0 0 MICHAEL DUNCAN BOARD MEMBER 1.00 X 0 0 0 ROBERT WIENNER BOARD MEMBER 1.50 X 0 0 0 STEVEN HERNANDEZ BOARD MEMBER 1.00 X 0 0 0 SULMA AVENANCIO IMMEDIATE PAST CHAIR 0.50 X X 0 0 0 TIFFANY DONELSON BOARD MEMBER 1.00 X 0 0 0 TRACY MICHAUD CHAIR 2.00 X X 0 0 0 YVETTE HIGHSMITH-FRANCIS VICE CHAIR 2.00 X X 0 0 0 MITCH BEAUREGARD TREASURER/SR VP BUS. OPS. 40.00 X 135891 0 28238 BARBARA RINALDI DIRECTOR OF HUMAN RESOURCES 40.00 X 104455 0 30643 CHERYL SUTERA SR. VP CHILD CARE 40.00 X 150170 0 23573 LEO PELLERIN CHIEF INFORMATION OFFICER 40.00 X 160531 0 32747 TANYA BARRETT SR. VP HEALTH & HUMAN SVCS 40.00 X 141126 0 38815 WENDY CARUSO SR DIRECTOR OF 211 CONTACT CENTER OPERATIONS 40.00 X 109833 0 8704 1008594 0 180654 12 0 1 0 EXPEVIA INTERACTION MARKETING GROUP 2840 WEST 21ST STREET ERIE PA 16506 CALL CENTER 1334625 A R MAZZOTTA 160 BROAD STREET MIDDLETOWN CT 06457 STAFFING AGENCY 257321 LANGUAGELINE DRAWER PO BOX 641138 DALLAS TX 75320 INTERPRETATION SERVICES 218862 ALLEGIS GROUP HOLDINGS DBA ASTON CARTER 3689 COLLECTIONS CHICAGO IL 60693 STAFFING AGENCY 144362 RANDSTAD PO BOX 7247-6655 PHILADELPHIA PA 19170 STAFFING AGENCY 106669 5 375523 7750 37104263 37487536 OTHER CONTRACTS 900099 751895 751895 751895 OTHER 900099 67809 67809 67809 38307240 819704 0 0 X 370669 370669 15611742 14161959 1449783 817825 712059 105766 2521533 2238927 282606 1171739 1047361 124378 57311 57311 64342 64342 39167 39167 13926326 13557293 369033 31259 31259 805619 727310 78309 985789 853506 132283 52173 51690 483 25735 22849 2886 76832 76832 PROGRAM MATERIAL 926788 800052 126736 STAFF TRAINING AND DEVE 143510 113281 30229 PROVIDER TRAINING 85875 85875 CTCSP PASS THRU 72000 72000 96189 47750 48439 37882423 34619649 3262774 0 7402981 8687946 1499786 321294 74414 91218 436646 283535 167280 153111 9144461 9253569 1951586 2125523 4408317 3918671 6359903 6044194 X 2784558 3209375 2784558 3209375 9144461 9253569 424817 0 X X 0 1 X 1 1 1 X 17520902 18151190 19462331 26108203 37487536 118730162 17520902 18151190 19462331 26108203 37487536 118730162 118730162 52171 32364 53462 52360 67809 258166 118988328 2857505 0.99780 0.99810 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2017 AMOUNT: $ 52,171. 2018 AMOUNT: $ 32,364. 2019 AMOUNT: $ 53,462. 2020 AMOUNT: $ 52,360. 2021 AMOUNT: $ 67,809. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 39167 39167 0 436646 283535 153111 153111 X PART X, LINE 2: THE ORGANIZATION HAS NO UNRECOGNIZED TAX BENEFITS OR LIABILITIES AT JUNE 30, 2022 AND 2021. THE ORGANIZATION'S FEDERAL AND STATE INCOME TAX RETURNS PRIOR TO FISCAL YEAR 2019 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF THE ORGANIZATION HAS UNRELATED BUSINESS INCOME TAXES, IT WILL RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH ANY TAX MATTERS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE CONSOLIDATED STATEMENT OF FINANCIAL POSITION. THE ORGANIZATION HAS NO UNRELATED BUSINESS INCOME TAXES FOR 2022 AND 2021. X X X X 0 0 0 0 0 0 0 1 0 LISA TEPPER BATES PRESIDENT/CEO 199437 0 6792 0 359 0 13071 0 4863 0 224522 0 0 0 LEO PELLERIN CHIEF INFORMATION OFFICER 148827 0 11033 0 671 0 13140 0 19607 0 193278 0 0 0 TANYA BARRETT SR. VP HEALTH & HUMAN SVCS 130887 0 10005 0 234 0 11940 0 26875 0 179941 0 0 0 CHERYL SUTERA SR. VP CHILD CARE 138901 0 10598 0 671 0 12135 0 11438 0 173743 0 0 0 MITCH BEAUREGARD TREASURER/SR VP BUS. OPS. 125519 0 9342 0 1030 0 11166 0 17072 0 164129 0 0 0 PART I, LINE 7 THE EXECUTIVE TEAM RECEIVED A BOARD APPROVED CALENDAR YEAR INCENTIVE COMPENSATION PAYMENT IN THEIR 2021 W2. FORM 990, PART III, LINE 2 UWC SUCCESSFULLY IMPLEMENTED THE NEW 3 DIGIT DIALING CODE 9-8-8 FOR SUICIDE AND CRISIS LIFELINE IN CONNECTICUT ON JULY 16TH. DMHAS PROVIDED ADDITIONAL FUNDING TO SUPPORT THE EXPANSION AND INCREASED VOLUME. AS A RESULT, UWW RANKS IN THE TOP THREE 988 CRISIS CENTERS IN THE NATION FOR CALL RESPONSIVENESS AND IS THE 2022 WINNER OF THE AMERICAN ASSOCIATION OF SUICIDOLOGY CRISIS CENTER EXCELLENCE AWARD FOR THE NATION. IN PARTNERSHIP WITH DSS, UWC IMPLEMENTED AN ELECTRONIC VISIT VERIFICATION CONTACT CENTER TO ASSIST HOMECARE WORKERS IN TRANSFERRING TO THIS NEW METHOD OF SUBMITTING AND VERIFYING TIMESHEETS FOR PAYMENT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S FINANCE COMMITTEE. UPON RECOMMENDATION BY THE FINANCE COMMITTEE, THE FORM 990 IS DISSEMINATED TO AND APPROVED AT A MEETING OF THE BOARD OF DIRECTORS. ONCE APPROVED, THE FORM 990 IS SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE PRESIDENT IS RESPONSIBLE FOR COLLECTING AND REVIEWING THE CONFLICT OF INTEREST FORMS. IF A CONFLICT IS IDENTIFIED, THE PRESIDENT WILL CONSULT WITH THE COVERED PERSON TO OBTAIN INFORMATION NECESSARY TO MAKE A JUDGMENT TO PROVIDE GUIDANCE AS TO THE APPROPRIATE COURSE OF ACTION. THE PRESIDENT WILL REPORT THE RESULTS OF SUCH REVIEW TO THE CHAIR OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS DETERMINES REASONABLE COMPENSATION BASED ON SURVEYS AND OTHER RESEARCH ON EXECUTIVE COMPENSATION IN COMPARABLE ORGANIZATIONS. THE BOARD EVALUATES THE PRESIDENT'S PERFORMANCE ANNUALLY, ADJUSTS THE PRESIDENT'S COMPENSATION AND BENEFITS AS APPROPRIATE, AND DOCUMENTS THE ENTIRE PROCESS. REASONABLE COMPENSATION FOR KEY EMPLOYEES IS DETERMINED BASED UPON MERIT REVIEWS AND BY COMPARISON TO INDUSTRY STANDARDS DOCUMENTED IN AN INDEPENDENT COMPENSATION ANALYSIS. GUIDELINES HAVE BEEN DEVELOPED FOR ALL STAFF POSITIONS AND ARE REVIEWED ANNUALLY BY SENIOR MANAGEMENT AND ADJUSTED ACCORDINGLY. FORM 990, PART VI, SECTION C, LINE 19 UNITED WAY OF CONNECTICUT'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS AND FORM 990S ARE AVAILABLE ON OUR WEBSITE WWW.CTUNITEDWAY.ORG. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 3,184,158. MANAGEMENT AND GENERAL EXPENSES 369,033. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,553,191. EMERGENCY LODGING: PROGRAM SERVICE EXPENSES 10,373,135. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,373,135. FORM 990 XII LINE 2C EXPLANATION THE ORGANIZATION HAS A COMMITTEE RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT AS WELL AS THE SELECTION OF THE INDEPENDENT ACCOUNTANT. CONNECTICUT POLICY AND ECONOMIC COUNCIL 1344 SILAS DEANE HIGHWAY ROCKY HILL CT 06067 222708727 INCREASE PUBLIC AWARENESS CT 501(C)(3) 7 UNITED WAY OF CONNECTICUT INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0