2020-12-15T14:11:15-06:00 2020-06-30 061533315 CIRONEFRIEDBERG LLP 6 RESEARCH DRIVE 450 SHELTON CT 06484 990 2019-07-01 060864341 UNITED WAY OF COASTAL FAIRFIELD COUNTY INC UNIT 2033396322 855 MAIN STREET 10TH FLOOR BRIDGEPORT CT 06604 JEFFREY KIMBALL PRESIDENT AND CEO 2033396322 2020-12-10 SANDRA D CALLANAN P01200948 2033665876 2019 2022-09-23 18:48:47Z JEFFREY KIMBALL 855 MAIN STREET 10TH FLOOR BRIDGEPORT CT 06604 3994404 0 X WWW.UNITEDWAYCFC.ORG X 1994 CT SERVES THE 12 COMMUNITIES IN FAIRFIELD COUNTY: BRIDGEPORT, DARIEN, EASTON, FAIRFIELD, MONROE, NEW CANAAN, NORWALK, STRATFORD, TRUMBULL, WESTPORT, WESTON AND WILTON CONNECTICUT. OUR MISSION IS "TOGETHER, WE MOBILIZE OUR COMMUNITIES TO IMPROVE PEOPLE'S LIVES." OUR VISION IS THAT ALL CHILDREN AND FAMILIES WILL THRIVE, LEADING TO STRONER COMMUNITIES. 21 20 14 0 0 0 3845982 3906354 0 0 67739 54394 131723 33656 4045444 3994404 733067 497024 0 0 1268471 1325493 0 0 418891 2649134 2364226 4650672 4186743 -605228 -192339 5677094 5338165 840775 696001 4836319 4642164 X UWCFC SERVES THE 12 COMMUNITIES IN FAIRFIELD COUNTY: BRIDGEPORT, DARIEN, EASTON, FAIRFIELD, MONROE, NEW CANAAN, NORWALK, STRATFORD, TRUMBULL, WESTPORT, WESTON AND WILTON CONNECTICUT. OUR MISSION IS "TOGETHER, WE MOBILIZE OUR COMMUNITIES TO IMPROVE PEOPLE'S LIVES." OUR VISION IS THAT ALL CHILDREN AND FAMILIES WILL THRIVE, LEADING TO STRONGER COMMUNITIES. 0 0 2537339 497024 UWCFC HELPS IMPROVE LIVES BY FOCUSING ON THE HEALTH, EDUCATION, AND FINANCIAL STABILITY OF CHILDREN AND FAMILIES. OUR GOAL IS TO HELP NEIGHBORS TODAY, WHILE LAYING A PATH TO A THRIVING FUTURE. WE DO SO BY FUNDING INNOVATIVE INITIATIVES IN COLLECTIVE IMPACT, EARLY LITERACY, AND BASIC NEEDS.1. IMPROVING OUTCOMES THROUGH COLLECTIVE IMPACTUNITED WAY OF COASTAL FAIRFIELD COUNTY (UWCFC) FOCUSES ON ENGAGING PARTNERS TO IMPROVE OUTCOMES FOR ALL CHILDREN, FROM CRADLE TO CAREER. WE AIM TO CREATE TRANSFORMATIVE, SUSTAINABLE RESULTS - WITHOUT BAND-AIDS, OR QUICK FIXES. AS A LEADING CATALYST FOR SOCIAL CHANGE, UWCFC IS ALIGNING EFFORTS ACROSS ALL SECTORS AND ORGANIZATIONS THAT TOUCH A CHILD'S DEVELOPMENT INTO ADULTHOOD. THESE EFFORTS ARE KNOWN AS COLLECTIVE IMPACT. USING THE NATIONAL STRIVE TOGETHER MODEL, COLLECTIVE IMPACT INITIATIVES AIM TO ENSURE INFANT HEALTH, SCHOOL READINESS, ACADEMIC SUCCESS, HIGH SCHOOL GRADUATION, AND PREPAREDNESS FOR COLLEGE OR WORKFORCE OPPORTUNITIES. THE MODEL USES DATA AND EVIDENCE TO GUIDE DECISIONS, CHALLENGE PRACTICES, AND RESHAPE SERVICE SYSTEMS TO ADDRESS THE NEEDS OF THE WHOLE FAMILY. UWCFC SUPPORTS COLLECTIVE IMPACT MOVEMENTS IN OUR 2 LARGEST CITIES, BRIDGEPORT AND NORWALK.ONE OF UWCFC'S MAJOR INITIATIVES IS BRIDGEPORT PROSPERS CRADLE TO CAREER WHICH FOCUSES IN THE STATE'S LARGEST CITY, BRIDGEPORT. THE BRIDGEPORT PROSPERS WORK SERVES AS A TESTING GROUND FOR INNOVATIVE SOLUTIONS THAT CAN BE OPTIMIZED AND SHARED ACROSS OUR FOOTPRINT. THE WORK FOCUSES IN THREE AREAS: HEALTHY DEVELOPMENT BY AGE 3, QUALITY STEM EDUCATION, AND COMMUNITY RESILIENCE. RECOGNIZING THAT 80% OF A CHILD'S BRAIN DEVELOPMENT OCCURS IN THE FIRST THREE YEARS, BRIDGEPORT PROSPERS AIMS TO ENSURE THAT CHILDREN ARE HAPPY, HEALTHY AND DEVELOPMENTALLY ON-TRACK AT AGE THREE. TO ACHIEVE THAT, WE PROVIDE A SYSTEM OF SUPPORTS FOR FAMILIES WITH YOUNG CHILDREN-CALLED THE BABY BUNDLE-TO EMPOWER CAREGIVERS AS THEIR CHILD'S BEST FIRST TEACHERS. SUPPORTS INCLUDE HOME VISITING, THE BRIDGEPORT BASICS CAREGIVER PRACTICES, AND THE SPARKLER MOBILE APP FOR HEALTHY DEVELOPMENT AND MONITORING. BRIDGEPORT PROSPERS ALSO PROMOTES SYSTEMS IMPROVEMENTS FOR THOSE SERVING FAMILIES, INCLUDING: BETTER CONNECTIONS ACROSS SERVICE PROVIDERS, DATA-SHARING AMONG STATE AND LOCAL AGENCIES, AND INNOVATIVE FUNDING THROUGH MEDICAID. THIS COMBINATION PROVIDES A COMPREHENSIVE APPROACH TO SUPPORTING BABIES AND THEIR CAREGIVERS.ONE OF THE INITIATIVE OF BRIDGEPORT PROSPERS IS GREATER BRIDGEPORT STEM LEARNING ECOSYSTEM (GBSLE) WHICH PROVIDES QUALITY STEM LEARNING OPPORTUNITIES FOR STUDENTS FROM PRE-K THROUGH HIGH SCHOOL. THE GBSLE PROVIDES OUT-OF-SCHOOL STEM LEARNING EVENTS, FAFSA WORKSHOPS, PROFESSIONAL DEVELOPMENT FOR STEM PROVIDERS, OFFERING CURRENT TOOLS, TRAINING IN THE CARNEGIE STEM EXCELLENCE PATHWAY, AND ALIGNMENT WITH NEXT GENERATION SCIENCE STANDARDS.THE COMMUNITY RESILIENCE INITIATIVE SEEKS TO RAISE AWARENESS OF THE IMPACT OF TRAUMA ON HEALTH AND LIFE OUTCOMES, AND TO BUILD COMMUNITY RESILIENCE TO OFFSET THE IMPACT. TO DATE, THE INITIATIVE HAS PROVIDED 56 DOCUMENTARY SCREENINGS AND RESILIENCE WORKSHOPS, REACHING OVER 2,000 PEOPLE.UWCFC ALSO PROVIDES FINANCIAL SUPPORT AND ACTIVELY COLLABORATES WITH NORWALK ACTS, A CRADLE TO CAREER COLLECTIVE IMPACT EFFORT IN NORWALK. THE INITIATIVE IS FOCUSED ON IMPROVING SCHOOL READINESS, SCHOOL SUCCESS, AND SOCIAL-EMOTIONAL HEALTH THROUGH SEVERAL INITIATIVES. BOTH COLLECTIVE IMPACT INITIATIVES---BRIDGEPORT PROSPERS AND NORWALK ACTS -- ARE MAKING SIGNIFICANT PROGRESS TOWARD IMPROVING CHILD OUTCOMES.2. CHANGING THE ODDS FOR CHILDREN - SUPPORT FOR EARLY LITERACYCONNECTICUT'S CHILDREN FACE ONE OF THE LARGEST ACADEMIC ACHIEVEMENT GAPS IN IN THE UNITED STATES. TO SUPPORT THE GOAL OF SCHOOL SUCCESS, UWCFC FOCUSES ON PROMOTING EARLY LITERACY ACROSS OUR FOOTPRINT. READING PROFICIENCY BY THIRD GRADE CORRELATES WITH ACADEMIC ACHIEVEMENT; DATA SHOW THAT STUDENTS NOT READING ON GRADE LEVEL AT THIRD GRADE ARE 4 TIMES MORE LIKELY TO DROP OUT OF HIGH SCHOOL. THANKS TO UWCFC'S CHANGING THE ODDS FOR CHILDREN INITIATIVE, STUDENTS IN BRIDGEPORT K- 2 CLASSES CAN ACCESS AN ONLINE TOOL CALLED LEXIA THAT SUPPORTS DEVELOPMENT OF SKILLS ESSENTIAL FOR READING SUCCESS. SCHOOLS IN STRATFORD AND FAIRFIELD GAIN READING SPECIALISTS TO SUPPORT ENGLISH LANGUAGE LEARNERS (ELL). IN NORWALK, FAMILIES RECEIVE BOOK BAGS AT 4 PUBLIC VENUES AND READING SUPPORT AT A SCHOOL RESOURCE CENTER. FURTHER, INFANT/TODDLER TEACHERS RECEIVE WORKSHOPS IN IMPROVING CHILD DEVELOPMENT AND PARENT ENGAGEMENT. IN MULTIPLE TOWNS, NEW AND EXPECTANT PARENTS RECEIVE READING COACHING, AND THOUSANDS OF FAMILIES WITH YOUNG CHILDREN RECEIVE BOOKS THROUGH OUR PARTNERS READ TO GROW AND REACH OUT AND READ. 3. NEIGHBORS HELPING NEIGHBORS: SUPPORT FOR FINANCIAL STABILITY TO ASSIST THESE STRUGGLING FAMILIES IN UWCFC FOOTPRINT, UNITED WAY INVESTS IN MEETING BASIC NEEDS THROUGH NEIGHBORS HELPING NEIGHBORS (NHN) FUNDING. WE PROVIDE SUPPORT FOR FOOD PROGRAMS (PANTRIES, WARM MEALS, COMMUNITY GARDENS), EMERGENCY SHELTER, AND STABLE HOUSING (EMERGENCY RENT AND UTILITY ASSISTANCE). IMPORTANTLY, OUR NHN PARTNERS GO BEYOND PROVIDING EMERGENCY RELIEF TODAY; THEIR OFFERINGS ALSO INCLUDE COACHING ON NUTRITION, HEALTHY FOOD PREPARATION, HEALTH MONITORING, EMPLOYMENT, AND MANAGING MENTAL HEALTH. OUR COLLECTIVE GOAL IS TO PROMOTE HEALTH AND SELF-SUFFICIENCY FOR THE FUTURE. LAST YEAR, NHN GRANTS SERVED OVER 17,000 NEIGHBORS.IN 2020, THE COVID-19 CRISIS DRAMATICALLY INCREASED LOCAL ECONOMIC HARDSHIP, AS NEIGHBORS LOST JOBS OR INCOME, FOOD PRICES ROSE, AND HOUSEHOLD COSTS SOARED DUE TO REMOTE LEARNING. JUST WEEKS AFTER THE PANDEMIC BEGAN TO SPREAD, CONNECTICUT UNITED WAYS LAUNCHED A STATEWIDE COVID-19 RESPONSE FUND AND RAPIDLY DEPLOYED FINANCIAL RESOURCES DIRECTLY TO INDIVIDUALS AND FAMILIES WHO WERE ECONOMICALLY AFFECTED. AT THE WRITING OF THIS REPORT, THE COVID-19 RESPONSE FUND HAS PROVIDED OVER 500 HOUSEHOLDS IN OUR 12 TOWNS WITH CRUCIAL FINANCIAL ASSISTANCE. THIS RELIEF HELPED FAMILIES PAY BILLS AND PURCHASE FOOD, HOUSEHOLD SUPPLIES, AND MEDICINE. IN ADDITION, UWCFC LAUNCHED A NEW NEIGHBORS IN NEED FUND TO HELP OUR LOCAL PARTNERS MEET THE INCREASED DEMAND FOR FOOD, UTILITY ASSISTANCE AND RENT ASSISTANCE. OVERALL, IN RESPONSE TO COVID-19, WE INCREASED OUR COMMUNITY INVESTMENTS IN BASIC NEEDS BY 150%, PROVIDING ADDITIONAL SUPPORT TO OVER 30,000 NEIGHBORS.UNITED WAY SUPPORTS THE CT 2-1-1 INFOLINE TO CONNECT CALLERS TO ESSENTIAL COMMUNITY-BASED HEALTH AND HUMAN SERVICES. 2-1-1 IS A FREE, CONFIDENTIAL, MULTI-LINGUAL 24-HOUR A DAY CONNECTION AND REFERRAL SERVICE. 2-1-1 OFFERS PROGRAMS TO ADDRESS SPECIFIC NEEDS (CHILDCARE SEARCH, CHILD DEVELOPMENT CONCERNS, EMERGENCY MOBILE PSYCHIATRIC SERVICES FOR YOUTH IN CRISIS, AND COMMUNITY EVENTS (JOB FAIRS, MORTGAGE WORKSHOPS, LEGAL SERVICES). LAST YEAR, CALLS FROM ALMOST 79,000 OF OUR FAIRFIELD COUNTY NEIGHBORS WERE ANSWERED.UWCFC ALSO SUPPORTS VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM WHICH PROVIDES FREE TAX PREPARATION SERVICES AND ASSET-BUILDING RESOURCES TO FAMILIES WITH MODERATE TO LOW INCOMES. THE COALITION'S CERTIFIED AND IRS-TRAINED TAX PREPARERS HELP ENSURE THAT ELIGIBLE FAMILIES CLAIM IMPORTANT TAX CREDITS SUCH AS EARNED INCOME TAX CREDIT, CHILD TAX CREDIT, AND EDUCATION CREDITS. THROUGH THE VITA PROGRAM LAST YEAR, OVER 6,400 FAMILIES SAVED $1.3 MILLION IN TAX PREPARATION FEES. 906151 DESIGNATIONS: ONE ROLE OF UNITED WAY OF COASTAL FAIRFIELD COUNTY HAS REMAINED THE SAME, OUR FACILITATION OF DONOR'S PLEDGES TO NON-PROFIT AGENCIES OF THEIR CHOICE. WITHOUT OUR PRESENCE IN CORPORATE CAMPAIGNS, THIS SERVICE WOULD NOT BE AVAILABLE.THE FINANCIAL ADMINISTRATIVE SUPPORT WE SUPPLY, ALLOWS DONORS TO CONTRIBUTE IF THEY WISH TO DESIGNATED CHARITIES WITHIN COASTAL FAIRFIELD COUNTY OR IN THE TOWN THEY LIVE IN. 3443490 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 83 0 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CT X X X HILDA JOHNSON 2033396322 855 MAIN STREET 10TH FLOOR BRIDGEPORT CT 06604 LYNN ABRAMSON EMERITUS BOARD MEMBER 1.00 X 0 0 0 ANNE MCCRORY TREASURER 1.00 X X 0 0 0 SAMUEL TINGLEY CHAIRMAN 1.00 X X 0 0 0 BARBARA BUTLER EMERITUS BOARD MEMBER 1.00 X 0 0 0 CHRISTINA BODINE AYSSEH EMERITUS BOARD MEMBER 1.00 X 0 0 0 CARLOS MELLO EMERITUS BOARD MEMBER 1.00 X 0 0 0 PAUL BROADIE BOARD MEMBER 1.00 X 0 0 0 AUGUST SERRA EMERITUS BOARD MEMBER 1.00 X 0 0 0 THOMAS MCCARTHY BOARD MEMBER 1.00 X 0 0 0 PAUL TIMPANELLI BOARD MEMBER 1.00 X 0 0 0 PABLO COLON III BOARD MEMBER 1.00 X 0 0 0 TAMEIKA MILLER BOARD MEMBER 1.00 X 0 0 0 VALERIA SHULTZ-WILSON EMERITUS BOARD MEMBER 1.00 X 0 0 0 TRACEY GOLDEN BOARD MEMBER 1.00 X 0 0 0 TOM GREEN EMERITUS BOARD MEMBER 1.00 X 0 0 0 SUSAN WEINBERGER EMERITUS BOARD MEMBER 1.00 X 0 0 0 STEPHEN VAVREK VICE CHAIRMAN 1.00 X X 0 0 0 ROBERT TEFRY BOARD MEMBER 1.00 X 0 0 0 MARK BARNHART BOARD MEMBER 1.00 X 0 0 0 GEORGE COLEMAN BOARD MEMBER 1.00 X 0 0 0 S GILES PAYNE BOARD MEMBER 1.00 X 0 0 0 ROSA CORREA BOARD MEMBER 1.00 X 0 0 0 ROBERT HENDRICK BOARD MEMBER 1.00 X 0 0 0 ARESTA JOHNSON BOARD MEMBER 1.00 X 0 0 0 PAUL LAVOIE BOARD MEMBER 1.00 X 0 0 0 REVEREND CASS SHAW BOARD MEMBER 1.00 X 0 0 0 ERIC STONE BOARD MEMBER 1.00 X 0 0 0 LUCY TEIXEIRA SECRETARY 1.00 X X 0 0 0 MERLE BERKE-SCHLESSEL PRESIDENT & CEO 35.00 X 140218 0 9815 HILDA JOHNSON CFO 35.00 X 144054 0 10084 DAVID KENNEDY COO 35.00 X 128993 0 9030 JEFFREY KIMBALL PRESIDENT & CEO 35.00 X 96922 0 6785 ALLISON LOGAN PROGRAM 35.00 X 114820 0 8037 625007 0 43751 4 0 1 0 0 2443661 86148 897082 479463 50425 3906354 54394 54394 ADMINISTRATIVE REVENUE 900099 33656 33656 33656 3994404 33656 0 54394 497024 497024 545901 346117 100034 99750 543730 344690 99662 99378 145518 92458 26568 26492 90344 57183 16604 16557 33000 24201 2340 6459 375418 275319 26626 73473 100122 74385 10851 14886 111062 76555 17278 17229 16947 10639 1327 4981 38720 19697 9525 9498 7552 5178 1189 1185 20045 14066 2994 2985 COMMUNITY IMPACT INITIA 1523369 1523369 COMMUNITY EVENTS 36966 17870 4990 14106 DIRECT FUNDRAISING EXPE 26820 186 101 26533 PUBLIC AWARENESS CAMPAI 21551 20752 112 687 52654 43801 4161 4692 4186743 3443490 324362 418891 2206970 2665439 836775 804993 66000 50510 42674 23976 15137 18698 1855718 1039315 696494 759210 5677094 5338165 341569 331996 499206 364005 840775 696001 X 4196428 4007896 639891 634268 4836319 4642164 5677094 5338165 X -192339 -9836 8020 X X 0 1 X 1 0 X 5867451 5805538 4546411 3845982 3855929 23921311 5867451 5805538 4546411 3845982 3855929 23921311 5801096 18120215 19503 19891 17748 67739 54394 179275 144115 140588 97059 131723 33656 547141 24647727 0.73520 0.69230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 150746 150746 150746 150746 150746 150746 150746 150746 150746 150746 1 0 13789 8812 4977 28885 15164 13721 18698 ASSETS RESTRICTED FOR LONG TERM INVESTMENT 150746 AGENCY ASSETS 343058 BENEFICIAL INTEREST IN PERPETUAL TRUST 136923 SECURITY DEPOSITS 11111 OTHER RECEIVABLES 117372 759210 AGENCY LIABILITIES 343058 REFUNDABLE ADVANCES ON GRANTS 20947 364005 3146367 -9836 67950 58114 3088253 906151 906151 3994404 3340522 59930 59930 3280592 906151 906151 4186743 PART V, LINE 4: THE INCOME WAS USED FOR OPERATING PURPOSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME FROM PERPETUAL TRUST 8,020. DONATED SERVICES 59,930. PART XI, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS RAISED ON BEHALF OF OTHERS 906,151. PART XII, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS RAISED ON BEHALF OF OTHERS-DESIGNATIONS 906,151. 0 GRANT PROGRAMS - DIRECT 501(C)(3) 497024 GRANTS X X 0 0 0 0 0 0 0 0 0 MERLE BERKE-SCHLESSEL PRESIDENT & CEO 140218 0 0 0 0 0 9815 0 0 0 150033 0 0 0 HILDA JOHNSON CFO 144054 0 0 0 0 0 10084 0 0 0 154138 0 0 0 X 1 23500 DONOR PROVIDED VALUE X DONATIONS OF LAPTOPS 2 17600 DONOR PROVIDED VALUE X FASKMASKS FOR COVID 1 5000 DONOR PROVIDED VALUE X BACK TO SCHOOL BACKPACKS 1 2500 DONOR PROVIDED VALUE X COMMUNITY OUTREACH SUPPLIES 1 1825 DONOR PROVIDED VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE FORM 990 AND RECOMMENDS CHANGES, IF ANY. ONCE APPROVED, THE FULL BOARD REVIEWS AND APPROVES. FORM 990, PART VI, SECTION B, LINE 12C EVERY THREE YEARS, EVER BOARD MEMBER IS ASKED TO REVIEW AND ACKNOWLEDGE RECEIPT OF THE CODE OF ETHICS WHICH INCLUDES UWCFC'S CONFLICT OF INTEREST POLICY. EVERY NEW BOARD MEMBER IS ASKED TO DO THE SAME AS PART OF HIS/HER ONBOARDING PROCESS. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S COMPENSATION PACKAGE IS REVIEWED AND EVALUATED BY A COMPENSATION COMMITTEE. THE COMMITTEE THEN MAKES A RECOMMENDATION TO THE FULL BOARD FOR APPROVAL. THE ANNUAL REVIEW HAPPENS AROUND THE FALL OF EACH YEAR AFTER THE YEAR-END THIRD PARTY AUDIT HAS BEEN REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 UWCFC POLICIES AND AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE AT WWW.UNITEDWAYCFC.ORG. FORM 990 IS ALSO AVAILABLE AT GUIDESTAR.ORG. THESE REPORTS CAN ALSO BE REQUESTED IN WRITING TO UWCFC AT 855 MAIN STREET, BRIDGEPORT CT 06604. FORM 990, PART XI, LINE 9: INCOME FROM PERPETUAL TRUST 8,020. FORM 990, PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR