MIDDLESEX UNITED WAY INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- MIDDLESEX UNITED WAY INC (EIN 06-0665170)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-01-05
- IRS object ID
- 202220079349302012
- Schema version
- 2020v4.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-01-05T08:00:48-06:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061289571 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAHONEY SABOL & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 GLASTONBURY BLVD STE 400 | AddressLine1Txt |
| City | GLASTONBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 060334439 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060665170 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIDDLESEX UNITED WAY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIDD | BusinessNameControlTxt |
| Phone | 8603468695 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 RIVERVIEW CENTER SUITE 230 | AddressLine1Txt |
| City | MIDDLETOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06457 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN WILHELM | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8603468695 | PhoneNum |
| Signature | 2021-12-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KEVIN | PersonFirstNm |
| Person Last | WILHELM | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH A KRON CPA | PreparerPersonNm |
| PTIN | P00412073 | PTIN |
| Phone | 8605412000 | PhoneNum |
| Preparation | 2021-12-22 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT CARLSON | PrincipalOfficerNm |
| Gross Receipts | $1,242,927 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MIDDLESEXUNITEDWAY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1935 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | MIDDLESEX UNITED WAY ACTS AS A CATALYST TO ACHIEVE MEASURABLE, POSITIVE IMPACT IN EDUCATION, FINANCIAL STABILITY, HEALTH, HOUSING AND RACIAL EQUITY AND INCLUSION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 34 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 8 | TotalEmployeeCnt |
| Total Volunteers | 800 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,365,943 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,146,728 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $123,259 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $16,050 | CYProgramServiceRevenueAmt |
| PY Investment Income | $49,296 | PYInvestmentIncomeAmt |
| CY Investment Income | $65,303 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,538,498 | PYTotalRevenueAmt |
| CY Total Revenue | $1,228,081 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $787,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $715,984 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $541,360 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $512,683 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $108,494 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $176,240 | PYOtherExpensesAmt |
| CY Other Expenses | $127,552 | CYOtherExpensesAmt |
| PY Total Expenses | $1,504,600 | PYTotalExpensesAmt |
| CY Total Expenses | $1,356,219 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $33,898 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$128,138 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,507,645 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,725,842 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $821,395 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $755,968 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,686,250 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,969,874 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MIDDLESEX UNITED WAY ACTS AS A CATALYST TO ACHIEVE MEASURABLE, POSITIVE IMPACT IN EDUCATION, FINANCIAL STABILITY, HEALTH, HOUSING AND RACIAL EQUITY AND INCLUSION. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,064,501 | ExpenseAmt |
| Grant | $715,984 | GrantAmt |
| Revenue | $16,050 | RevenueAmt |
| Desc | MIDDLESEX UNITED WAY ACTS AS A CATALYST TO ACHIEVE MEASURABLE, POSITIVE IMPACT IN EDUCATION, FINANCIAL STABILITY, HEALTH, HOUSING AND RACIAL EQUITY AND INCLUSION. EDUCATION: OUR VISION: STUDENTS SUCCEED ACADEMICALLY. LOCAL INVESTMENT: MIDDLESEX UNITED WAY FOCUSES ON SCHOOL READINESS, PARENT EDUCATION, AND FAMILY LITERACY. MIDDLESEX UNITED WAY'S SCHOOL READINESS INITIATIVE WORKS WITH SCHOOLS, EARLY CHILDCARE PROVIDERS, PARENTS, AND COMMUNITY MEMBERS THROUGHOUT MIDDLESEX COUNTY TO ENSURE YOUNG CHILDREN ARE SCHOOL READY AND HAVE ACCESS TO RESOURCES THAT SUPPORT SOCIAL AND EMOTIONAL DEVELOPMENT. IN ADDITION, MIDDLESEX UNITED WAY SUPPORTS FAMILY AND ADULT LITERACY PROGRAMS. FINANCIAL STABILITY: OUR VISION: INDIVIDUALS AND FAMILIES ARE ECONOMICALLY STABLE. LOCAL INVESTMENT: MIDDLESEX UNITED WAY FOCUSES ON JOB TRAINING AND EMPLOYMENT SUPPORTS, BASIC NEEDS, AND TAX PREPARATION ASSISTANCE. MIDDLESEX UNITED WAY SUPPORTS PROGRAMS THAT PROVIDE BASIC NEEDS FOR THE COMMUNITY, LIKE NUTRITIOUS FOOD AND EMPLOYMENT SERVICES. MIDDLESEX UNITED WAY ALSO PROVIDES LEADERSHIP AND SUPPORT TO THE MIDDLESEX VITA (VOLUNTEER INCOME TAX ASSISTANCE) COALITION. VITA PROVIDES FREE INCOME TAX PREPARATION SERVICES TO LOW- AND MODERATE-INCOME FAMILIES AND INCREASES THE NUMBER OF HOUSEHOLDS THAT ACCESS THE TAX CREDITS THEY HAVE EARNED. HEALTH: OUR VISION: YOUTH AND ADULTS AVOID RISKY BEHAVIORS, AND INDIVIDUALS AND FAMILIES ARE HEALTHY AND SAFE. LOCAL INVESTMENT: MIDDLESEX UNITED WAY FOCUSES ON POSITIVE YOUTH DEVELOPMENT, SUBSTANCE ABUSE PREVENTION AND TREATMENT, AND MENTAL HEALTH SERVICES. MIDDLESEX UNITED WAY PARTNERS WITH YOUTH SERVICE BUREAUS IN MIDDLESEX COUNTY TO IMPLEMENT THE HEALTHY COMMUNITIES HEALTHY YOUTH INITIATIVE, AN APPROACH TO INCREASE YOUTH PARTICIPATION IN LOCAL COMMUNITIES THAT RESULTS IN REDUCED HIGH-RISK BEHAVIORS, ESPECIALLY THE USE OF DRUGS AND ALCOHOL. IN ADDITION TO THE HCHY INITIATIVE, MIDDLESEX UNITED WAY SUPPORTS ENRICHMENT AND LEADERSHIP DEVELOPMENT PROGRAMS. MIDDLESEX UNITED WAY ALSO SUPPORTS HEALTH AND WELLNESS SERVICES IN THE COMMUNITY, INCLUDING MENTAL HEALTH SERVICES, COUNSELING, SUBSTANCE ABUSE SERVICES, SEXUAL ASSAULT CRISIS SERVICES, AND PROGRAMS THAT HELP ADULTS WITH DISABILITIES THRIVE. HOUSING: OUR VISION: EVERYONE HAS SAFE AND AFFORDABLE HOUSING. LOCAL INVESTMENT: MIDDLESEX UNITED WAY FOCUSES ON HOMELESSNESS PREVENTION, EMERGENCY SHELTER, SUPPORTIVE HOUSING, AND AFFORDABLE HOUSING. MIDDLESEX UNITED WAY SUPPORTS PROGRAMS THROUGHOUT THE COUNTY THAT PROVIDE SAFE EMERGENCY HOUSING AS WELL AS SERVICES AND SUPPORTS TO ENSURE INDIVIDUALS AND FAMILIES CAN REMAIN SAFELY AND STABLY HOUSED. MIDDLESEX UNITED WAY IS A LEADER IN THE MIDDLESEX COUNTY COALITION ON HOUSING & HOMELESSNESS, WHICH WORKS TO END AND PREVENT HOMELESSNESS. RACIAL EQUITY & INCLUSION: OUR VISION: INDIVIDUALS AND FAMILIES LIVE IN AN ANTI-RACIST, EQUITABLE, AND INCLUSIVE COMMUNITY. LOCAL INVESTMENT: MIDDLESEX UNITED WAY IS FUNDING ITS FIRST SET OF GRANTS DEDICATED TO RACIAL EQUITY AND INCLUSION IN FY2021-22. FAMILYWIZE PRESCRIPTION DRUG DISCOUNT PROGRAM: MIDDLESEX UNITED WAY PARTNERS WITH THE NATIONAL FAMILYWIZE PRESCRIPTION DRUG DISCOUNT PROGRAM TO HELP INDIVIDUALS AND FAMILIES REDUCE THE COST OF PRESCRIPTION MEDICINE. THE CARD IS FREE AND AVAILABLE TO ANYONE. 2-1-1 INFORMATION AND REFERRAL: MIDDLESEX UNITED WAY SUPPORTS CONNECTICUT'S UNITED WAY 2-1-1 SYSTEM, AN INFORMATION AND REFERRAL SERVICE THAT IS AVAILABLE 24 HOURS, 7 DAYS A WEEK BY DIALING 2-1-1. UNITED WAY 2-1-1 HANDLED 365,000 CALLS IN 2020 AND OVER 2.7 MILLION WEB REQUESTS, INCLUDING OVER 16,000 CALLS FROM MIDDLESEX COUNTY. TOP REQUESTS STATEWIDE ARE FOR HEALTH SERVICES, HOUSING, AND EMPLOYMENT. COMMUNITY COLLABORATIVES: MIDDLESEX UNITED WAY PARTICIPATES IN MANY COMMUNITY COLLABORATIVES AND COALITIONS, INCLUDING BUT NOT LIMITED TO: MIDDLESEX COALITION FOR CHILDREN; MIDDLETOWN WORKS; MIDDLETOWN SCHOOL READINESS COUNCIL; MIDDLETOWN RACIAL JUSTICE COALITION; THE SHORELINE BASIC NEEDS TASK FORCE; MIDDLESEX VOLUNTEER INCOME TAX ASSISTANCE; MIDDLESEX COUNTY COALITION ON HOUSING & HOMELESSNESS. IN ADDITION, UNITED WAY PARTICIPATES IN THE MIDDLETOWN COMMUNITY THANKSGIVING PROJECT, WHICH ASSEMBLES AND DISTRIBUTES NEARLY 1,000 THANKSGIVING BASKETS FOR FAMILIES IN NEED IN MIDDLETOWN. | Desc |
| Total Program Service Expenses | $1,064,501 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 27 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 8 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 34 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOLORES TULINSKI | PersonNm |
| Phone | 8603468695 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 RIVERVIEW CENTER | AddressLine1Txt |
| City | MIDDLETOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06457 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|
| KEVIN WILHELM | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $105,064 | $0 | $0 | |
| ROSARIO RIZZO | ||||||
| HONORARY DIR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| WILLIAM WRANG | ||||||
| HONORARY DIR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| HARRY BURR | ||||||
| HONORARY DIR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| DAVID REYNOLDS | ||||||
| HONORARY DIR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| JEAN ADAMS SHAW | ||||||
| HONORARY DIR | 5.00 | $0 | $0 | $0 | Yes (X) | |
| PAT CHARLES | ||||||
| AT LARGE | 5.00 | $0 | $0 | $0 | Yes (X) | |
| SCOTT CARLSON | ||||||
| AT LARGE | 5.00 | $0 | $0 | $0 | Yes (X) | |
| FAITH JACKSON | ||||||
| AT LARGE | 5.00 | $0 | $0 | $0 | Yes (X) | |
| ANDY RAPP | ||||||
| COMMUNITY IM | 5.00 | $0 | $0 | $0 | Yes (X) | |
| KEVIN HARRIS | ||||||
| YOUNG LEADER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| CLIFFORD O STRAUB | ||||||
| INVESTMENT | 5.00 | $0 | $0 | $0 | Yes (X) | |
| WILLAM HOLDER | ||||||
| CAMPAIGN CHA | 5.00 | $0 | $0 | $0 | Yes (X) | |
| MARISOL RODRIGUEZ | ||||||
| CAMPAIGN CHA | 5.00 | $0 | $0 | $0 | Yes (X) | |
| JOE SANTANIELLO | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| KEVIN REICH | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| JESSICA SCHEFF | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| GARY WALLACE | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| PAT CICCONE | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| COLEEN DUFFY | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| CATHY LEZON | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| JIM CRAWFORD | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| DERRICK GIBBS JR | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| KRISTEN ROBERTS | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| MICHAEL CONNER | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| JOSHUA RIVERA | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| ROBERT ROSE | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| RAMONA BURKEY | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| KRISTEN JENSEN | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| ERIC KANE | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| ROBERT BADIN | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| MEGHANN LAFOUNTAIN | ||||||
| BOARD MEMBER | 5.00 | $0 | $0 | $0 | Yes (X) | |
| ALLISON DOWE | ||||||
| TREASURER | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| MEGHAN SLATER | ||||||
| VICE CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| KIMBERLY HOGAN | ||||||
| CHAIRPERSON | 5.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $105,064 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Government Grants | $85,069 | GovernmentGrantsAmt |
| All Other Contributions | $1,061,659 | AllOtherContributionsAmt |
| Total Contributions | $1,146,728 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM REVENUE | Desc |
| Total Revenue Column | $16,050 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,050 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $16,050 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,775 | TotalRevenueColumnAmt |
| Exclusion | $15,775 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $64,374 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,846 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $49,528 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $49,528 | TotalRevenueColumnAmt |
| Exclusion | $49,528 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,228,081 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,050 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $65,303 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $715,984 | TotalAmt |
| Program Services | $715,984 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,064 | TotalAmt |
| Program Services | $57,785 | ProgramServicesAmt |
| Management And General | $29,418 | ManagementAndGeneralAmt |
| Fundraising | $17,861 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,831 | TotalAmt |
| Program Services | $158,857 | ProgramServicesAmt |
| Management And General | $80,873 | ManagementAndGeneralAmt |
| Fundraising | $49,101 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,646 | TotalAmt |
| Program Services | $18,505 | ProgramServicesAmt |
| Management And General | $9,421 | ManagementAndGeneralAmt |
| Fundraising | $5,720 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,738 | TotalAmt |
| Program Services | $27,906 | ProgramServicesAmt |
| Management And General | $14,207 | ManagementAndGeneralAmt |
| Fundraising | $8,625 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,404 | TotalAmt |
| Program Services | $18,922 | ProgramServicesAmt |
| Management And General | $9,633 | ManagementAndGeneralAmt |
| Fundraising | $5,849 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,525 | TotalAmt |
| Management And General | $4,525 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,736 | TotalAmt |
| Program Services | $15,780 | ProgramServicesAmt |
| Management And General | $9,306 | ManagementAndGeneralAmt |
| Fundraising | $5,650 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,938 | TotalAmt |
| Program Services | $4,366 | ProgramServicesAmt |
| Management And General | $2,223 | ManagementAndGeneralAmt |
| Fundraising | $1,349 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $944 | TotalAmt |
| Program Services | $519 | ProgramServicesAmt |
| Management And General | $265 | ManagementAndGeneralAmt |
| Fundraising | $160 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,400 | TotalAmt |
| Program Services | $21,120 | ProgramServicesAmt |
| Management And General | $10,752 | ManagementAndGeneralAmt |
| Fundraising | $6,528 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,622 | TotalAmt |
| Program Services | $892 | ProgramServicesAmt |
| Management And General | $454 | ManagementAndGeneralAmt |
| Fundraising | $276 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,054 | TotalAmt |
| Program Services | $1,680 | ProgramServicesAmt |
| Management And General | $855 | ManagementAndGeneralAmt |
| Fundraising | $519 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,123 | TotalAmt |
| Program Services | $3,918 | ProgramServicesAmt |
| Management And General | $1,994 | ManagementAndGeneralAmt |
| Fundraising | $1,211 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,071 | TotalAmt |
| Program Services | $2,239 | ProgramServicesAmt |
| Management And General | $1,140 | ManagementAndGeneralAmt |
| Fundraising | $692 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MISCELLANEOUS | $7,921 | $4,357 | $2,217 | $1,347 |
| RENTAL/MAIN. OF EQUIPMENT | $7,007 | $3,854 | $1,962 | $1,191 |
| SUPPLIES | $6,195 | $3,408 | $1,734 | $1,053 |
| TELEPHONE | $5,355 | $2,945 | $1,500 | $910 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,661 | TotalAmt |
| Program Services | $1,464 | ProgramServicesAmt |
| Management And General | $745 | ManagementAndGeneralAmt |
| Fundraising | $452 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,356,219 | TotalAmt |
| Program Services | $1,064,501 | ProgramServicesAmt |
| Management And General | $183,224 | ManagementAndGeneralAmt |
| Fundraising | $108,494 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,828 | BOYAmt |
| EOY | $54,676 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,764 | BOYAmt |
| EOY | $70,948 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $362,354 | BOYAmt |
| EOY | $288,568 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,990 | BOYAmt |
| EOY | $12,560 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $77,327 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $62,251 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,386 | BOYAmt |
| EOY | $15,076 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,219,305 | BOYAmt |
| EOY | $1,484,987 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $652,018 | BOYAmt |
| EOY | $799,027 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,507,645 | BOYAmt |
| EOY | $2,725,842 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $212,644 | BOYAmt |
| EOY | $160,107 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $600,001 | BOYAmt |
| EOY | $595,036 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,625 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,125 | BOYAmt |
| EOY | $825 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $821,395 | BOYAmt |
| EOY | $755,968 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $793,650 | BOYAmt |
| EOY | $901,301 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $892,600 | BOYAmt |
| EOY | $1,068,573 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,686,250 | BOYAmt |
| EOY | $1,969,874 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,507,645 | BOYAmt |
| EOY | $2,725,842 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$128,138 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $411,762 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,489,453 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,526,912 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,453,154 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,365,943 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,146,728 | CurrentTaxYearAmt |
| Total | $6,982,190 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,489,453 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,526,912 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,453,154 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,365,943 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,146,728 | CurrentTaxYearAmt |
| Total | $6,982,190 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $875,358 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,106,832 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,430 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $19,670 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $24,111 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,696 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,775 | CurrentTaxYearAmt |
| Total | $99,682 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,081,872 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $212,625 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.86230 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91520 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $182,480 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $56,087 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,183 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $4,214 | AdministrativeExpensesAmt |
| End Year Balance | $230,170 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $192,869 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $527 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $7,272 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,644 | AdministrativeExpensesAmt |
| End Year Balance | $182,480 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $195,803 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $7,444 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,694 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,685 | AdministrativeExpensesAmt |
| End Year Balance | $192,869 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $194,011 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $12,164 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,500 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,872 | AdministrativeExpensesAmt |
| End Year Balance | $195,803 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $185,670 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $14,838 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,898 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,599 | AdministrativeExpensesAmt |
| End Year Balance | $194,011 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.64590 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.35410 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $77,327 | OtherCostOrOtherBasisAmt |
| Depreciation | $62,251 | DepreciationAmt |
| Book Value | $15,076 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $15,076 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTERESTS IN TRUSTS | $793,845 |
| SECURITY DEPOSIT | $3,000 |
| OTHER RECEIVABLES | $2,182 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $799,027 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASE PAYABLE | Desc |
| Amt | $825 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $825 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,498,285 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $411,762 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $2,500 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $414,262 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,084,023 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $4,525 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $139,533 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $144,058 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,228,081 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,214,661 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $2,500 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $2,500 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,212,161 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $4,525 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $139,533 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $144,058 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,356,219 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | AMOUNTS RAISED ON BEHALF OF OTHERS 139,533 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | AMOUNTS RAISED ON BEHALF OF OTHERS 139,533 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (32 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| CHILD FAMILY AGENCY OF SE CT | |||||||||
| 255 HEMPSTEAD STREET | NEW LONDON | CT | 06320 | 237212022 | 3 | $22,687 | HEALTH/POSITIVE YOUT | ||
| CLINTON BOARD OF EDUCATION | |||||||||
| 137- B GLENWOOD ROAD | CLINTON | CT | 06413 | 066001597 | GOV | $5,050 | EDUCATION | ||
| COLUMBUS HOUSE - TRANSITIONAL HOUS | |||||||||
| 586 ELLA T GRASSO BOULEVARD | NEW HAVEN | CT | 06519 | 222511873 | 3 | $15,000 | AFFORDABLE HOUSING | ||
| EAST HADDAM BOARD OF EDUCATION | |||||||||
| PO BOX 572 | MOODUS | CT | 06469 | 061410267 | 3 | $5,050 | EDUCATION | 387 EH-MOODUS ROAD | |
| EAST HAMPTON BOARD OF EDUCATION EL | |||||||||
| 94 MAIN STREET | EAST HAMPTON | CT | 06424 | 066001608 | GOV | $5,050 | EDUCATION | ||
| GILEAD COMMUNITY SERVICES | |||||||||
| PO BOX 1000 | MIDDLETOWN | CT | 06457 | 060851549 | 3 | $28,370 | HEALTH/POSITIVE YOUT | 22 MAIN STREET EXTENSION | |
| HOPE PARTNERSHIP | |||||||||
| 121 MAIN STREET | OLD SAYBROOK | CT | 06475 | 201683627 | 3 | $18,929 | AFFORDABLE HOUSING | ||
| KUHN EMPLOYMENT OPPORTUNITIES | |||||||||
| PO BOX 941 | MERIDEN | CT | 06450 | 060770819 | 3 | $21,300 | SELF SUFFICIENCY | ||
| LITERACY VOLUNTEERS - VALLEY SHORE | |||||||||
| 25 MIDDLESEX TURNPIKE | ESSEX | CT | 06426 | 300229759 | 3 | $7,750 | EDUCATION | ||
| MARC - COMMUNITY RESOURCES | |||||||||
| PO BOX 126 | PORTLAND | CT | 06480 | 066011968 | 3 | $14,888 | HEALTH/POSITIVE YOUT | 12 FAIRVIEW STREET | |
| MARC - COMMUNITY RESOURCES | |||||||||
| PO BOX 126 | PORTLAND | CT | 06480 | 066011968 | 3 | $28,578 | HEALTH/POSITIVE YOUT | 12 FAIRVIEW STREET | |
| MIDDLESEX HOSPITAL OPPORTUNITY KNOC | |||||||||
| 28 CRESCENT STREET | MIDDLETOWN | CT | 06457 | 060646718 | 3 | $5,050 | EDUCATION | ||
| MIDDLESEX HOSPITAL PERINATAL PROG | |||||||||
| 28 CRESCENT STREET | MIDDLETOWN | CT | 06457 | 060646718 | 3 | $30,446 | HEALTH/POSITIVE YOUT | ||
| MIDDLETOWN ADULT EDUCATION | |||||||||
| 398 MAIN STREET | MIDDLETOWN | CT | 06457 | 066001872 | 3 | $7,200 | EDUCATION | ||
| MX CITY - COALITION ON HOMELESSNESS | |||||||||
| 100 RIVERVIEW CENTER | MIDDLETOWN | CT | 06457 | 060665170 | 3 | $9,929 | AFFORDABLE HOUSING | C/O MIDDLESEX UNITED WAY | |
| MX HABITAT FOR HUMANITY | |||||||||
| 334 SHUNPIKE ROAD UNIT 24-26 | CROMWELL | CT | 06416 | 061448284 | 3 | $7,180 | AFFORDABLE HOUSING | C/O SOUTH CHURCH | |
| ODDFELLOWS PLAYHOUSE | |||||||||
| 128 WASHINGTON STREET | MIDDLETOWN | CT | 06457 | 060964602 | 3 | $20,225 | HEALTH/POSITIVE YOUT | ||
| SHORELINE SOUP KITCHENS & PANTRIES | |||||||||
| PO BOX 804 | ESSEX | CT | 06426 | 061412728 | 3 | $16,450 | SELF SUFFICIENCY | ||
| ST VINCENT DEPAUL - AMAZING GRACE | |||||||||
| 617 MAIN STREET | MIDDLETOWN | CT | 06457 | 061387081 | 3 | $9,816 | DONOR DESIGNATIONS | PO BOX 398 | |
| ST VINCENT DEPAUL - FOOD PANTRY | |||||||||
| 617 MAIN STREET | MIDDLETOWN | CT | 06457 | 061387081 | 3 | $16,450 | SELF SUFFICIENCY | PO BOX 398 | |
| THE CONNECTION - EDDY SHELTER | |||||||||
| 955 SOUTH MAIN STREET | MIDDLETOWN | CT | 06457 | 060886125 | 3 | $38,253 | AFFORDABLE HOUSING | ||
| THE CONNECTION - HALLIE HOUSE | |||||||||
| 955 SOUTH MAIN STREET | MIDDLETOWN | CT | 06457 | 060886125 | 3 | $7,500 | HEALTH/POSITIVE YOUT | ||
| UNITED WAY OF CENTRAL & NE CT | |||||||||
| 30 LAUREL STREET | HARTFORD | CT | 06106 | 060646653 | 3 | $5,823 | DONOR DESIGNATIONS | ||
| UNITED WAY OF GREATER WATERBURY | |||||||||
| 100 NORTH ELM STREET | WATERBURY | CT | 06702 | 060646634 | 3 | $5,994 | DONOR DESIGNATIONS | 2ND FLOOR | |
| UNITED WAY OF SE CT | |||||||||
| 1868 ROUTE 12 | GALES FERRY | CT | 06335 | 060771393 | 3 | $6,958 | DONOR DESIGNATIONS | PO BOX 375 | |
| WESTBROOK PUBLIC SCHOOLS | |||||||||
| 158 MCVEAGH ROAD | WESTBROOK | CT | 06498 | 912153327 | GOV | $5,050 | EDUCATION | ||
| WOMEN & FAMILIES CENTER - SACS | |||||||||
| 169 COLONY STREET | MERIDEN | CT | 06451 | 060646994 | 3 | $23,071 | HEALTH/POSITIVE YOUT | ||
| RUSHFORD CENTER - EARLY INTERVENTIO | |||||||||
| 883 PADDOCK AVENUE | MERIDEN | CT | 06450 | 060932875 | 3 | $25,226 | DONOR DESIGNATIONS | ||
| YMCA OF NO MIDDLESEX CITY | |||||||||
| 99 UNION STREET | MIDDLETOWN | CT | 06457 | 060646981 | 3 | $6,518 | DONOR DESIGNATED | ||
| YMCA OF NORTHMIDDLESEX-KK&AS | |||||||||
| 99 UNION STREET | MIDDLETOWN | CT | 06457 | 060646981 | 3 | $46,000 | HEALTH/POSITIVE YOUT | ||
| EAST HADDAM BOARD OF ED | |||||||||
| PO BOX 572 | MOODUS | CT | 06469 | 061410267 | 3 | $5,050 | EDUCATION | ||
| 211 - INFOLINE | |||||||||
| 1344 SILAS DEANE HIGHWAY | ROCKY HILL | CT | 06067 | 061084194 | 3 | $10,946 | 211-INFOLINE SUPPORT | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 29 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | FUNDING PARTNERS ARE REQUIRED TO PROVIDE OUTCOME MEASURES THAT DEMONSTRATE THE SHORT-, MID- AND LONG-TERM RESULTS OF THEIR SERVICES/INITIATIVES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | MIDDLESEX UNITED WAY ACTS AS A CATALYST TO ACHIEVE MEASURABLE, POSITIVE IMPACT IN EDUCATION, FINANCIAL STABILITY, HEALTH, HOUSING AND RACIAL EQUITY AND INCLUSION. EDUCATION: OUR VISION: STUDENTS SUCCEED ACADEMICALLY. LOCAL INVESTMENT: MIDDLESEX UNITED WAY FOCUSES ON SCHOOL READINESS, PARENT EDUCATION, AND FAMILY LITERACY. MIDDLESEX UNITED WAY'S SCHOOL READINESS INITIATIVE WORKS WITH SCHOOLS, EARLY CHILDCARE PROVIDERS, PARENTS, AND COMMUNITY MEMBERS THROUGHOUT MIDDLESEX COUNTY TO ENSURE YOUNG CHILDREN ARE SCHOOL READY AND HAVE ACCESS TO RESOURCES THAT SUPPORT SOCIAL AND EMOTIONAL DEVELOPMENT. IN ADDITION, MIDDLESEX UNITED WAY SUPPORTS FAMILY AND ADULT LITERACY PROGRAMS. FINANCIAL STABILITY: OUR VISION: INDIVIDUALS AND FAMILIES ARE ECONOMICALLY STABLE. LOCAL INVESTMENT: MIDDLESEX UNITED WAY FOCUSES ON JOB TRAINING AND EMPLOYMENT SUPPORTS, BASIC NEEDS, AND TAX PREPARATION ASSISTANCE. MIDDLESEX UNITED WAY SUPPORTS PROGRAMS THAT PROVIDE BASIC NEEDS FOR THE COMMUNITY, LIKE NUTRITIOUS FOOD AND EMPLOYMENT SERVICES. MIDDLESEX UNITED WAY ALSO PROVIDES LEADERSHIP AND SUPPORT TO THE MIDDLESEX VITA (VOLUNTEER INCOME TAX ASSISTANCE) COALITION. VITA PROVIDES FREE INCOME TAX PREPARATION SERVICES TO LOW- AND MODERATE-INCOME FAMILIES AND INCREASES THE NUMBER OF HOUSEHOLDS THAT ACCESS THE TAX CREDITS THEY HAVE EARNED. HEALTH: OUR VISION: YOUTH AND ADULTS AVOID RISKY BEHAVIORS, AND INDIVIDUALS AND FAMILIES ARE HEALTHY AND SAFE. LOCAL INVESTMENT: MIDDLESEX UNITED WAY FOCUSES ON POSITIVE YOUTH DEVELOPMENT, SUBSTANCE ABUSE PREVENTION AND TREATMENT, AND MENTAL HEALTH SERVICES. MIDDLESEX UNITED WAY PARTNERS WITH YOUTH SERVICE BUREAUS IN MIDDLESEX COUNTY TO IMPLEMENT THE HEALTHY COMMUNITIES HEALTHY YOUTH INITIATIVE, AN APPROACH TO INCREASE YOUTH PARTICIPATION IN LOCAL COMMUNITIES THAT RESULTS IN REDUCED HIGH-RISK BEHAVIORS, ESPECIALLY THE USE OF DRUGS AND ALCOHOL. IN ADDITION TO THE HCHY INITIATIVE, MIDDLESEX UNITED WAY SUPPORTS ENRICHMENT AND LEADERSHIP DEVELOPMENT PROGRAMS. MIDDLESEX UNITED WAY ALSO SUPPORTS HEALTH AND WELLNESS SERVICES IN THE COMMUNITY, INCLUDING MENTAL HEALTH SERVICES, COUNSELING, SUBSTANCE ABUSE SERVICES, SEXUAL ASSAULT CRISIS SERVICES, AND PROGRAMS THAT HELP ADULTS WITH DISABILITIES THRIVE. HOUSING: OUR VISION: EVERYONE HAS SAFE AND AFFORDABLE HOUSING. LOCAL INVESTMENT: MIDDLESEX UNITED WAY FOCUSES ON HOMELESSNESS PREVENTION, EMERGENCY SHELTER, SUPPORTIVE HOUSING, AND AFFORDABLE HOUSING. MIDDLESEX UNITED WAY SUPPORTS PROGRAMS THROUGHOUT THE COUNTY THAT PROVIDE SAFE EMERGENCY HOUSING AS WELL AS SERVICES AND SUPPORTS TO ENSURE INDIVIDUALS AND FAMILIES CAN REMAIN SAFELY AND STABLY HOUSED. MIDDLESEX UNITED WAY IS A LEADER IN THE MIDDLESEX COUNTY COALITION ON HOUSING & HOMELESSNESS, WHICH WORKS TO END AND PREVENT HOMELESSNESS. RACIAL EQUITY & INCLUSION: OUR VISION: INDIVIDUALS AND FAMILIES LIVE IN AN ANTI-RACIST, EQUITABLE, AND INCLUSIVE COMMUNITY. LOCAL INVESTMENT: MIDDLESEX UNITED WAY IS FUNDING ITS FIRST SET OF GRANTS DEDICATED TO RACIAL EQUITY AND INCLUSION IN FY2021-22. FAMILYWIZE PRESCRIPTION DRUG DISCOUNT PROGRAM: MIDDLESEX UNITED WAY PARTNERS WITH THE NATIONAL FAMILYWIZE PRESCRIPTION DRUG DISCOUNT PROGRAM TO HELP INDIVIDUALS AND FAMILIES REDUCE THE COST OF PRESCRIPTION MEDICINE. THE CARD IS FREE AND AVAILABLE TO ANYONE. 2-1-1 INFORMATION AND REFERRAL: MIDDLESEX UNITED WAY SUPPORTS CONNECTICUT'S UNITED WAY 2-1-1 SYSTEM, AN INFORMATION AND REFERRAL SERVICE THAT IS AVAILABLE 24 HOURS, 7 DAYS A WEEK BY DIALING 2-1-1. UNITED WAY 2-1-1 HANDLED 365,000 CALLS IN 2020 AND OVER 2.7 MILLION WEB REQUESTS, INCLUDING OVER 16,000 CALLS FROM MIDDLESEX COUNTY. TOP REQUESTS STATEWIDE ARE FOR HEALTH SERVICES, HOUSING, AND EMPLOYMENT. COMMUNITY COLLABORATIVES: MIDDLESEX UNITED WAY PARTICIPATES IN MANY COMMUNITY COLLABORATIVES AND COALITIONS, INCLUDING BUT NOT LIMITED TO: MIDDLESEX COALITION FOR CHILDREN; MIDDLETOWN WORKS; MIDDLETOWN SCHOOL READINESS COUNCIL; MIDDLETOWN RACIAL JUSTICE COALITION; THE SHORELINE BASIC NEEDS TASK FORCE; MIDDLESEX VOLUNTEER INCOME TAX ASSISTANCE; MIDDLESEX COUNTY COALITION ON HOUSING & HOMELESSNESS. IN ADDITION, UNITED WAY PARTICIPATES IN THE MIDDLETOWN COMMUNITY THANKSGIVING PROJECT, WHICH ASSEMBLES AND DISTRIBUTES NEARLY 1,000 THANKSGIVING BASKETS FOR FAMILIES IN NEED IN MIDDLETOWN. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE COMPLETED 990 IS GIVEN TO THE AUDIT COMMITTEE FOR REVIEW; THE AUDIT COMMITTEE THEN REPORTS TO THE FULL BOARD OF DIRECTORS AND A COPY OF THE 990 IS GIVEN TO EACH BOARD MEMBER; THE FULL BOARD OF DIRECTORS HAS FINAL APPROVAL |
| FORM 990, PAGE 6, PART VI, LINE 12C | ON AN ANNUAL BASIS, THE POLICY AND RELATED ORGANIZATIONS ARE REVIEWED AND EACH BOARD MEMBER IS REQUIRED TO COMPLETE AND SIGN A POTENTIAL CONFLICT OF INTEREST DISCLOSURE FORM |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE DIRECTOR AND RELATED COMPENSATION IS REVIEWED BY THE CHARIMAN OF THE BOARD AS WELL AS THE ENTIRE BOARD OF DIRECTORS. SUCH REVIEW IS COMPLETED IN EXECUTIVE SESSION DURING ONE BOARD MEETING PER YEAR |
| FORM 990, PAGE 6, PART VI, LINE 15B | KEY EMPLOYEES AND THEIR RELATED COMPENSATION IS REVIEWED BY THE CHIEF EXECUTIVE OFFICER. IN ADDITION, AT LEAST ONCE EVERY THREE YEARS, A COMPARISON AMONG SIMILAR SIZE UNITED WAYS IS CONDUCTED AND REVIEWED BY THE PERSONNEL COMMITTEE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | ALL ARE AVAILABLE IN THE OFFICE UPON REQUEST |
| FORM 990, PART XI, LINE 9 | AMOUNTS RAISED ON BEHALF OF OTHERS -139,533 AMOUNTS RAISED ON BEHALF OF OTHERS 139,533 |