2019-12-11T09:33:46-06:00 2019-06-30 061533315 CIRONEFRIEDBERG LLP 6 RESEARCH DRIVE 450 SHELTON CT 06484 990 2018-07-01 060864341 UNITED WAY OF COASTAL FAIRFIELD COUNTY INC UNIT 2033396322 855 MAIN STREET 10TH FLOOR BRIDGEPORT CT 06604 MERLE BERKE-SCHLESSEL PRESIDENT AND CEO 2033396322 2019-12-02 SANDRA D CALLANAN P01200948 2033665876 151.181.227.250 2019-12-02 14:09:07 ES P FA9FFF0F86255AA1CF8367B1B756B43C4B63286F 2286121E96A400B524AC1D66BFB8C238C74FFC09 2018 2020-04-17 16:48:07Z JEFF KIMBALL 855 MAIN STREET 10TH FLOOR BRIDGEPORT CT 06604 4045444 0 X WWW.UNITEDWAYCFC.ORG X 1994 CT SERVES THE COMMUNITIES OF BRIDGEPORT, DARIEN, EASTON, FAIRFIELD, MONROE, NEW CANAAN, NORWALK, STRATFORD, TRUMBULL, WESTPORT, WESTON AND WILTON CONNECTICUT. THE MISSION IS "TOGETHER, WE MOBILIZE OUR COMMUNITIES TO IMPROVE PEOPLE'S LIVES." THE VISION IS TO REMOVE BARRIERS AND DEVELOP SOLUTIONS SO ALL CHILDREN AND FAMILIES ARE ABLE TO THRIVE IN AREAS OF SOCIAL, EMOTIONAL AND ACADEMIC ACHIEVEMENT LEADING TO FINANCIAL STABILITY AND TO STONGER COMMUNITIES. 21 20 15 0 0 0 4546411 3845982 0 0 17749 67739 97058 131723 4661218 4045444 836080 733067 0 0 1536932 1268471 0 0 632886 3056097 2649134 5429109 4650672 -767891 -605228 6336824 5677094 898923 840775 5437901 4836319 X SERVES THE COMMUNITIES OF BRIDGEPORT, DARIEN, EASTON, FAIRFIELD, MONROE, NEW CANAAN, NORWALK, STRATFORD, TRUMBULL, WESTPORT, WESTON AND WILTON CONNECTICUT. THE MISSION IS "TOGETHER, WE MOBILIZE OUR COMMUNITIES TO IMPROVE PEOPLE'S LIVES." THE VISION IS TO REMOVE BARRIERS AND DEVELOP SOLUTIONS SO ALL CHILDREN AND FAMILIES ARE ABLE TO THRIVE IN AREAS OF SOCIAL, EMOTIONAL AND ACADEMIC ACHIEVEMENT LEADING TO FINANCIAL STABILITY AND TO STONGER COMMUNITIES. 0 0 2762450 733067 KEEPING COLLABORATION AT THE CORE OF ITS EFFORTS, UNITED WAY OF COASTAL FAIRFIELD COUNTY, (UWCFC) FOCUSES ON ENGAGING PARTNERS TO BUILD INNOVATIVE SOLUTIONS WHICH CREATE RESULTS THAT ARE TRANSFORMATIVE SHOWING TRUE CHANGE ACROSS THE CRADLE TO CAREER CONTINUUM-WITHOUT BAND-AIDS, OR QUICK FIXES. AS A LEADING CATALYST FOR SOCIAL CHANGE, UWCFC IS ALIGNING EFFORTS ACROSS SECTORS AND ORGANIZATIONS THAT TOUCH ALL STAGES OF A CHILD'S DEVELOPMENT TOWARD ADULTHOOD. ACROSS IT'S FOOTPRINT, UWCFC USES DATA AND EVIDENCE TO GUIDE DECISIONS, COURSE CORRECTING AS NEEDED, CHALLENGING PRACTICES AND PROCESSES TO IMPROVE EARLY LEARNING, FIX SERVICE SYSTEMS TO ADDRESS THE NEEDS OF THE WHOLE FAMILY; INCREASE HIGH SCHOOL GRADUATION RATES, AND PREPARE YOUTH FOR WORKFORCE OPPORTUNITIES. IN BRIDGEPORT, THE STATE'S LARGEST CITY, UWCFC PLAYS THE ROLE OF BACKBONE ORGANIZATION FOR BRIDGEPORT PROSPERS CRADLE TO CAREER, A COLLECTIVE IMPACT MOVEMENT THAT UTILIZES THE NATIONAL STRIVE TOGETHER MODEL. THE GOAL OF THIS INITIATIVE IS TO REALIZE A SAFE, HEALTHY AND VIBRANT COMMUNITY FOR ALL, WHERE CHILDREN AND FAMILIES EXPERIENCE WHOLENESS, DIGNITY AND PROSPERITY. USING DATA AS THE BUILDING BLOCK FOR ACCOUNTABILITY AND PROGRESS, BRIDGEPORT PROSPERS LOOKED TO START AT THE BEGINNING. RECOGNIZING THAT 80% OF A CHILD'S BRAIN DEVELOPMENT OCCURS BEFORE AGE THREE, AND KNOWING THAT THE BRAIN DEVELOPS FASTEST BEFORE AGE FIVE, BRIDGEPORT PROPSERS SET A GOAL THAT ALL BRIDGEPORT BABIES BORN BEGINNING JANUARY 2018 WILL REACH EXPECTED HEALTH AND DEVELOPMENTAL BENCHMARKS BY THE AGE OF THREE. THIS LED TO FIVE STRATEGIES CALLED " THE BABYBUNDLE" 1. SUPPORTIVE CARE AND PARENTING, USING A VARIETY OF TOOLS (THE BASICS VIDEO, THE SPARKLER APP, PRE AND PRENATAL HOME VISITINY) THAT GIVE PARENTS SKILLS AND SUPPORT SO THEY CAN BE THEIR CHILD'S BEST FIRST TEACHER; 2.COMMUNITY CHAMPIONS AND ADVOCATES KNOWLEDGEABLE ABOUT EARLY CHILD DEVELOPMENT AND THE IMPACT OF TRAUMA ON HEALTHY CHILD DEVELOPMENT; 3. INNOVATIVE AND BETTER CONNECTIONS ACROSS SERVICE PROVIDERS; 4. DATA SHARING PILOT WITH KEY STATE AND LOCAL AGENCIES SERVING FAMILIES WITH BABIES AND; 5. INNOVATIVE FUNDING WITH A PILOT REDESIGN ELEMENT OF MEDICAID THAT TOUCH SERVICES FOR BABIES.PARTNERSHIPS WITH BRIDGEPORT HOSPITAL, SOUTHWEST COMMUNITY HEALTH CENTER, HOME VISITING PROVIDERS AND MANY OTHERS NOW EXIST WITH INITIALAWARENESS BUILDING LEADING TO CHANGES IN POLICIES, PRACTICES AND PROCESSES THAT ARE LEADING TO A COMPREHENSIVE APPROACH TO SUPPORTING BABIES AND THEIR CAREGIVERS.UWCFC/BRIDGEPORT PROVIDERS JOINED THE NATIONAL STEM LEARNING ECOSYSTEM INITIATIVE. LOCALLY, TEAMS ARE WORKING TO DEVELOP STRATEGIES THAT CREATE LEARNING OPPORTUNITIES FOR CHILDREN AND YOUTH FROM PRE-K THROUGH HIGH SCHOOL. HIGH SCHOOL STUDENTS HAVE ACCESS TO AN ONLINE TOOL CALLED TALLO THAT ALLOWS THEM TO CREATED A PROFILE THAT CAN HELP THEM CONNECT WITH COLLEGES AND BUSINESSES LEADING TO INCREASED AWARENESS OF OPPORTUNITIES AND REQUIREMENTS FOR COLLECGE AND CARREERS. NORWALK, THE SECOND LARGEST CITY IN UWCFC'S FOOTPRINT, ALSO HAS A CRADLE TO CARREER COLLECTIVE IMPACT EFFORT CALLED NORWALK ACTS. UWCFC SUPPORTS AND ACTIVELY PARTICIPATES IN EFFORTS TO IMPROVE OUTCOMES ESPECIALLY IN AREAS OF EARLY LITERACY, KINDERGARDEN READINESS AND ACCESS TO HEALTHY FOOD.CHANGING THE ODDS FOR CHILDREN- EARLY LITERACY:CONNECTICUT'S CHILDREN FACE THE LARGEST OPPORTUNITY GAP IN AMERICA. UWCFC IS PLAYING A KEY ROLE IN ENSURING THAT DEVELOPMENTAL NEEDS OF CHILDREN ARE IDENTIFIED EARLY AND FAMILIES ARE PROVIDED WITH SOLUTIONS TO KEEP THOSE CHILDREN ON TRACK TO THRIVE AND ENTER KINDERGARTEN READY TO LEARN. TO SUPPORT THE GOAL OF SCHOOL SUCCESS, UWCFC FOCUSES ON THE IMPORTANCE OF EARLY LITERACY. THANKS TO UWCFC,STUDENTS IN BRIDGEPORT K - 2 CLASSES HAD ACCESS TO AN ONLINE TOOL CALLED LEXIA THAT SUPPORT DEVELOPMENT OF SKILLS ESSENTIAL FOR READING SUCCESS. SCHOOLS IN STRATFORD AND FAIRFIELD PROVIDED READING SPECIALISTS TO SUPPORT ENGLISH LANGUAGE LEARNER (ELL) STUDENTS. PARTNERS LIKE READ TO GROW AND REACH OUT AND READ HELPED GET THOUSANDS OF BOOKS INTO THE HOMES OF FAMILIES WITH BABIES AND YOUNCH CHILDREN. EACH SPRING DURING WEEK OF THE YOUNCH CHILD, UWCFC ORGANIZES A VOLUNTEER READ ALOUD EVENT FOR PRESCHOOL PROVIDERS IN THE GREATER BRIDGEPORT AREA.NEIGHBORS HELPING NEIGHBORS:IN 2014, UNITED WAY ACROSS THE STATE PRODUCED A REPORT TO HIGHLIGHTPEOPLE IN OUR COMMUNITIES THAT WORK HARD BUT STILL STRUGGLE TO MAKE ENDS MEET. THE 2018 UPDATE OF THE ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYMENT), REPORT CONFIRMED THAT 42% OF RESIDENTS IN UWCFC COMMUNITIES CONTINUE TO STRUGGLE GIVEN THAT THE HOUSEHOLD SURVIVAL BUDGET FOR A FAMILY OF 4 IN OUR AREA IS $81,792 WITH HOUSING AND CHILDCARE THE TWO BIGGEST CHALLENGES.FOR THOSE STRUGGLING WITH HOMELESSNESS WITHIN COASTAL FAIFIELD COUNTY, UWCFC HAS BEEN THE BACKBONE ORGANIZATION IN TEH CREATION OF THE COLLABORATIVE OPENING DOORS FAIRFIELD COUNTY (ODFC), PROVIDING FUNDING AND TECHNICAL SUPPORT. THIS COLLABORATIVE BRINGS PROVIDERS TOGETHER TO COORDINATE THE RESPONSE TO SITUATIONS OF HOMELESSNESS. THE STATEWIDE 211 SYSTEM MANAGEMENT BY THE CT UNITED WAY SERVES A KEY ROLE FOR INTAKE AND REFERRAL. CURRENTLY THE FOCUS IS ON ADDRESSING THE UNIQUE NEEDS OF YOUTH WHO ARE HOMELESS.UWCFC UNDERSTANDS THAT A CHILD THAT IS HUNGRY OR NOT IN A STABLE HOME SITUATION FACES MANY CHALLENGES THAT ADVERSELY IMPACT THEIR SUCCESS IN SCHOOL. THROUGH THE NEIGHBORS HELPING NEIGHBORS (NHN) PROGRAM LOCAL HOMLESS SHELTERS, FOOD PROGRAMS AND ORGANIZATIONS PROVID EMERGENCY RENT AND UTILITY ASSISTANCE. MANY OF THE ORGANIZATIONS FUNDED THROUGH NHN ARE ABLE TO INCREASE AVAILABILITY OF HEALTHY FRUITS, VEGETABLES AND PROTEIN LEADING TO A POSITIVE IMPACT ON HEALTH OUTCOMES.IN ADDITION, UWCFC CONTINUES TO PROVIDE STAFF SUPORT FOR TWO LOCAL BOARDS THAT MANAGE FEDERAL EMERGENCY FOOD AND SHELTER FUNDS (EFSP). IN THE MOST RECENT PHASE OF FUNDING, OVER $290,000 WAS AWARDED TO LOCAL ORGANIZATIONS FOR FOOD, SHELTER AND EMERGENCY RENT/UTILITY ASSISTANCE.THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM (VITA) GIVES RESIDENTS ACCESS TO FREE TAX FILIING LEADING TO SAVINGS IN TAX PREP FEES AND FEDERAL AND STATE TAXES (OVER $12 MILLION). THE PROGRAM SCREENS FOR KEY ITEMS LIKE EARNED INCOME TAX CREDIT (EITC)THAT CAN RESULT IN SUBSTANCIAL SAVINGS FOR STRUGGLING HOUSEHOLDS. 912253 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. 3674703 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 0 0 0 0 0 0 0 0 0 1 135 0 15 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 20 0 0 1 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 MERLE BERKE-SCHLESSEL PRESIDENT & CEO 35.00 X X 182723 0 12791 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 REV 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 HILDA JOHNSON CFO 35.00 X X 132691 0 9288 DAVID KENNEDY COO 35.00 X X 128984 0 9029 444398 0 31108 3 0 1 0 0 2693917 239646 691915 220504 3845982 67739 67739 ADMINISTRATIVE REVENUE 900099 131723 131723 131723 4045444 131723 0 67739 X 733067 733067 475506 271580 89412 114514 567397 322180 107517 137700 146424 90567 24491 31366 79144 45594 14710 18840 52000 32791 3987 15222 564362 355880 43269 165213 77536 47703 11785 18048 148511 98783 21804 27924 30945 21379 4561 5005 43585 20781 9999 12805 31430 20906 4614 5910 18434 9163 4065 5206 COMMUNITY IMPACT INITIA 1563531 1563531 DIRECT FUNDRAISING EXPE 48452 872 76 47504 COMMUNITY EVENTS 35214 13889 21325 35134 26037 2793 6304 4650672 3674703 343083 632886 3104889 2206970 915264 836775 37938 66000 78825 63688 45568 15137 1388495 1855718 844670 696494 6336824 5677094 363905 341569 535018 499206 898923 840775 X 4638329 4196428 648826 489145 150746 150746 5437901 4836319 6336824 5677094 X -605228 -2188 5834 X X 0 1 X 1 1 1 X 6944824 5867451 5805538 4546411 3845982 27010206 6944824 5867451 5805538 4546411 3845982 27010206 7776482 19233724 15269 19503 19891 17748 67739 140150 119300 144115 140588 97059 131723 632785 27783141 0.69230 0.97440 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 150746 150746 150746 150746 150746 150746 150746 150746 150746 150746 1 0 10895 6537 4358 67930 57151 10779 15137 ASSETS RESTRICTED FOR LONG TERM INVESTMENT 150746 AGENCY ASSETS 391012 BENEFICIAL INTEREST IN PERPETUAL TRUST 138650 SECURITY DEPOSITS 11111 OTHER RECEIVABLES 4975 696494 AGENCY LIABILITIES 391012 REFUNDABLE ADVANCES ON GRANTS 108194 499206 3140462 -2188 3625 5834 7271 3133191 912253 912253 4045444 3742044 3625 3625 3738419 912253 912253 4650672 PART V, LINE 4: THE INCOME WAS USED FOR OPERATING PURPOSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME FROM PERPETUAL TRUST 5,834. PART XI, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS RAISED ON BEHALF OF OTHERS 912,253. PART XII, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS RAISED ON BEHALF OF OTHERS-DESIGNATIONS 912,253. 0 GRANT PROGRAMS - DIRECT 501(C)(3) 733067 GRANTS X X 0 0 0 0 0 0 0 0 0 MERLE BERKE-SCHLESSEL PRESIDENT & CEO 182723 0 0 0 0 0 12791 0 0 0 195514 0 0 0 HILDA JOHNSON CFO 132691 0 0 0 0 0 9288 0 0 0 141979 0 0 0 DAVID KENNEDY COO 128984 0 0 0 0 0 9029 0 0 0 138013 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 ARTICLES GOVERNING THE TERMS AND ELECTION OF THE OFFICERS AND DIRECTORS WERE SUSPENDED FOR FISCAL YEAR 2019-2020; ALL OFFICERS AND DIRECTORS AS SO ELECTED AND APPOINTED AS OF MAY 30, 2019, ARE HEREBY STAYED IN THEIR POSITIONS FOR FY 2019-2020. 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 IX, LINE 11G PROFESSIONAL FEES AND CONTRACT SERV: PROGRAM SERVICE EXPENSES 355,880. MANAGEMENT AND GENERAL EXPENSES 43,269. FUNDRAISING EXPENSES 165,213. TOTAL EXPENSES 564,362. FORM 990, PART XI, LINE 9: INCOME FROM PERPETUAL TRUST 5,834. FORM 990, PART XII, LINE 2C NO CHANGE FROM THE PRIOR YEAR FORM 990, PART XI, LINE 9 INCOME DERIVED FROM PERPETUAL TRUST