2019-03-11T18:45:55-05:00 2018-06-30 061533315 CIRONEFRIEDBERG LLP 855 MAIN STREET 6TH FLR BRIDGEPORT CT 06604 990 2017-07-01 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 2019-02-18 SANDRA D CALLANAN P01200948 2033665876 2019-02-16 151.181.227.250 2019-02-18 09:49:58 ES P A30E4057F68A7956B97A2C29A25D8D488C6B31CD FA9FFF0F86255AA1CF8367B1B756B43C4B63286F 2017 2019-02-21 02:37:17Z MERLE BERKE-SCHLESSEL 855 MAIN STREET 10TH FLOOR BRIDGEPORT CT 06604 4561618 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 HELP CHILDREN AND FAMILIES IN COASTAL FAIRFIELD COUNTY THRIVE, BUILDING STRONGER COMMUNITIES STARTING WITH ACADEMIC SUCCESS AND WORKPLACE READINESS OF OUR NEXT GENERATION. 21 20 19 0 0 0 5823190 4446811 0 0 19891 17748 140586 97059 5983667 4561618 949188 836080 0 0 1359245 1536932 0 0 662625 3599766 2956497 5908199 5329509 75468 -767891 7608508 6336824 1420818 898923 6187690 5437901 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 PEOPLES'S LIVES". THE VISION IS TO HELP CHILDREN AND FAMILIES IN COASTAL FAIRFIELD COUNTY THRIVE, BUILDING STRONGER COMMUNITIES STARTING WITH ACADEMIC SUCCESS AND WORKPLACE READNESS OF OUR NEXT GENERATION. 0 0 3310612 836080 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 CONTINUIM. THIS COLLABORATIVE WORK BREAKS DOWN BARRIERS THAT LEAD TO LASTING OUTCOMES. 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. UWCFC IS NOT JUST MANAGING CHRONIC PROBLEMS. ACROSS ITS SERVICE AREA,IT 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 REDUCE UNEMPLOYMENT AMONG YOUTH. IN BRIDGEPORT, THE STATE'S LARGEST CITY, WHERE 71% OF FAMILIES LIVE AT, OR BELOW THE POVERTY LINE, UWCFC PLAYS THE ROLE OF BACKBONE ORGANIZATION FOR BRIDGEPORT PROSPERS, CRADLE TO CAREER, A COLLECTIVE IMPACT MOVEMENT, WHICH UTILIZES THE NATIONAL STRIVE TOGETHER MODEL. THIS PROJECT BRINGS TOGETHER OVER 400 LOCAL STAKEHOLDERS INCLUDING PARENTS, EDUCATORS, COMMUNITY, BUSINESS AND GOVERNMENTAL LEADERS TO CHANGE THE WAY OUR REGION'S (WITH A FOCUS ON BRIDGEPORT) PROBLEMS ARE SOLVED. AS THE BACKBONE ORGANIZATION OF THIS COMMUNITY LED EFFORT, UWCFC PROVIDES FUNDING AND TECHNICAL SUPPORT. TO DO THIS AND TO SEE TANGIBLE RESULTS, UWCFC IS FOCUSING ON THE CRITICAL WINDOW OF BRAIN DEVELOPMENT-THE FIRST 1,000 YS OF A BABY'S LIFE, KNOWING 80% OF A CHILD'S BRAIN DEVELOPMENT OCCURS BEFORE AGE THREE AND THAT THE BRAIN DEVELOPS FASTEST BEFORE AGE FIVE. THEY ARE WORKING TO INCREASE AND IMPROVE DEVELOPMENTAL SCREENINGS FOR INFANTS IN LOW-INCOME HOUSEHOLDS, INCREASE SUPPORTS FOR ALL PARENTS WITH "THE BASICS", (A VIDEO SERIES FOR PARENTS AND CAREGIVERS AIMED AT IMPROVING BRAIN DEVELOPMENT AND FOSTER SCHOOL READINESS) AND INCREASING AWARENESS OF THE IMPACT OF CHILDHOOD TRAUMA AND TOXIC STRESS THROUGH COMMUNITY SCREENINGS OF THE DOCUMENTARY "RESILIENCE"TO SUPPORT YOUTH AS THEY GROW, FROM CRADDLE TO CAREER, UWCFC IS CREATING A STEM ECOSYSTEM THAT WILL UNITE STAKEHOLDERS ACROSS THE COMMUNITY TO CULTIVATE, INNOVATE AND WORK FOR COMMON GOALS AND ACTIONS SURROUNDING STEM OPPORTUNITIES FOR ALL LEARNERSIN NORWALK, THE SECOND LARGEST CITY IN UWCFC'S FOOTPRINT, UWCFC IS A MEMBER OF THE LEADERSHIP TEAM FOR NORWALK ACTS, THE CITY'S COLLECTIVE IMPACT EFFORT. THIS COMMUNITY'S GOALS ARE FOCUSED ON EARLY CHILDHOOD AND EARLY LITERACY, WORKING CRADLE TO CAREER TO OFFER STRATEGIC SOLUTIONS FOR STRUGGLING CHILDREN AND FAMILIES.CHANGING THE ODDS FOR CHILDREN: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. PROGRAMS SUCH AS KICK OFF TO KINDERGARTEN ENSURE CHILDREN WITH NO PREVIOUS EXPOSURE TO FORMALIZED LEARNING (PRE-K) ARE FAMILIAR WITH SCHOOL CLASSROOMS AND ARE ABLE TO INTERACT AND RESPOND APPROPRIATELY IN A CLASSROOM AND WITH PEERS AND TEACHERS. TO HELP ENCOURAGE READING AMONG PARENTS AND YOUNG CHILDREN UWCFC PARTNERS WITH ORGANIZATIONS SUCH AS READ TO GROW AND HAS PROVIDED OVER 200,000 BOOKS OVER THE LAST 10 YEARS, TO LOW-INCOME FAMILIES, HELPING TO BUILD HOME LIBRARIES. TO FURTHER ENCOURAGE FAMILIES WITH SMALL CHILDREN TO BUILD LANGUAGE SKILLS, UWCFC LAUNCHED "1,000 BOOKS BEFORE KINDERGARTEN", A NATIONAL EARLY LITERATELY PROGRAM, IN THE CITIES OF NORWALK AND BRIDGEPORT IN CONJUNCTION WITH THE CITY LOCAL LIBRARIES WHICH PROMOTES BOTH READING AND USE OF LIBRARY RESOURCES. IN ADDITION TO HELP CHILDREN MEET THE CRITICAL MILESTONE OF READING AT GRADE LEVEL BY 3RD GRADE, UWCFC HAS IDENTIFIED SIX SCHOOLS AS EARLY LITERACY SCHOOLS OF HOPE (SOH). SCHOOLS RECEIVE EXTRA SUPPORT TO HELP STRUGGLING STUDENTS WITH A SPECIAL FOCUS ON ENGLISH LANGUAGE LEARNERS. THE SCHOOLS UTILIZE SENIORS WHO PARTICIPATE IN THE NATIONAL FOSTER GRANDPARENTS PROGRAM TO INCREASE ONE ON ONE READING TIME FOR HIGH NEED STUDENTS. LAST YEAR, THESE SENIORS PROVIDED OVER 53,000 HOURS (20 HOURS A WEEK) OF LITERACY AND LANGUAGE SUPPORT FOR CHILDREN FROM PRE-K THROUGH 3RD GRADE TO ENSURE THEY WERE READING AT GRADE LEVEL. WE ARE WORKING TO IMPROVE EARLY LITERACY IN CLASSROOMS K-3 THROUGH A VARIETY OF INTERVENTIONS IN OUR STRATFORD AND FAIRFIELD SCHOOLS OF HOPE AND IN BRIDGEPORT WE ARE SUPPORTING THE USE OF "LEXIA STRATEGIES", A READING COMPUTER PROGRAM THAT PROVIDES PRACTICE AND INSTRUCTION IN FOUNDATIONAL READING SKILLS FOR STUDENTS IN GRADES K-2NEIGHBORS HELPING NEIGHBORS:FOR THOSE MOST IN NEED WITHIN COASTAL FAIRFIELD COUNTY, UWCFC HAS BEEN THE BACKBONE ORGANIZATION IN THE CREATION OF THE COLLABORATIVE OPENING DOORS FAIRFIELD COUNTY (ODFC), PROVIDING FUNDING AND TECHNICAL SUPPORT . THE ODFC COLLECTIVE, FOCUSES ON HOW TO BEST SERVE COMMUNITY MEMBERS WHO ARE HOMELESS OR AT RISK OF HOMELESSNESS, BY COORDINATING ADVOCACY EFFORTS, PREVENTION, HOUSING, EMPLOYMENT, AND SOCIAL SERVICES TO ENSURE THAT EPISODES OF HOMELESSNESS ARE RARE AND OF SHORT DURATION AND THAT INDIVIDUALS AND FAMILIES HAVE ACCESS TO SAFE, AFFORDABLE HOUSING. UWCFC ALSO PROVIDES ODFC WITH THE ABILITY TO UTILIZE 2-1-1 AS A UNI-DIRECTIONAL POINT OF ACCESS TO INFORMATION AND SERVICES FOR THIS POPULATION. UWCFC ALSO UNDERSTANDS THAT A CHILD THAT IS HUNGRY OR NOT IN A STABLE HOME SITUATION IS CHALLENGED TO FOCUS ON LEARNING. THROUGH THE NEIGHBORS HELPING NEIGHBORS PROGRAM LOCAL HOMELESS SHELTERS, FOOD PROGRAMS AND ORGANIZATIONS PROVIDING EMERGENCY RENT AND UTILITY ASSISTANCE RECEIVE FUNDS TO HELP THOSE FAMILIES THAT DO NOT QUALIFY FOR OTHER ASSISTANCE. MANY OF THE ORGANIZATIONS FUNDED WERE ABLE TO INCREASE AVAILABILITY OF HEALTHY FRUITS AND VEGETABLES IN AN EFFORT TO REDUCE HEALTH CONDITIONS LIKE OBESITY AND DIABETES. IN 2018, THE ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED) REPORT UPDATE HIGHLIGHTED THE GROWING WORKING POPULATION THAT IS STRUGGLING GIVEN THAT THE HOUSEHOLD SURVIVAL BUDGET FOR A FAMILY OF 4 IN OUR AREA IS $77,832, AND 63% OF FAMILIES MUST CHOOSE BETWEEN PAYING FOR FOR FOOD OR RENT. OTHER SUPPORTS PROVIDED BY UWCFC INCLUDE WEEKEND BACKPACKS OF FOOD FOR ELEMENTARY SCHOOL CHILDREN (1,100 CHILDREN SERVED) AND THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM (VITA) WHICH SERVED 4,894 LOW-INCOME WORKING FAMILIES AND INDIVIDUALS SAVING THE COMMUNITY $9 MILLION IN TAX PREPARATION FEES AND PROVIDING OVER $7 MILLION IN TAX REFUNDS AND $2 MILLION IN EARNED INCOME TAX CREDITS (EITC). 1013156 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. 4323768 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 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 1 107 0 19 1 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 1 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 182841 0 12799 LYNN ABRAMSON EMERITUS BOARD MEMBER 1.00 X 0 0 0 ROBERT V HENDRICK JR BOARD MEMBER 1.00 X 0 0 0 PAUL S LAVOIE 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 BOARD MEMBER 1.00 X 0 0 0 CARLOS MELLO EMERITUS BOARD MEMBER 1.00 X 0 0 0 ROSA J CORREA 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 EMERITUS BOARD MEMBER 1.00 X 0 0 0 PAUL TIMPANELLI EMERITUS 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 BOARD MEMBER 1.00 X 0 0 0 TRACEY GOLDEN BOARD MEMBER 1.00 X 0 0 0 DR ARESTA JOHNSON BOARD MEMBER 1.00 X 0 0 0 TOM GREEN BOARD MEMBER 1.00 X 0 0 0 LUCIA TEIXEIRA SECRETARY 1.00 X X 0 0 0 SUSAN WEINBERGER BOARD MEMBER 1.00 X 0 0 0 MARC S MASCOLA BOARD MEMBER 1.00 X 0 0 0 STEPHEN VAVREK VICE CHAIRMAN 1.00 X X 0 0 0 JOHN T MORRIS BOARD MEMBER 1.00 X 0 0 0 MARK BARNHART BOARD MEMBER 1.00 X 0 0 0 REV CASS SHAW 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 ROBERT JTREFRY BOARD MEMBER 1.00 X 0 0 0 ERIC STONE EMERITUS BOARD MEMBER 1.00 X 0 0 0 DAVID KENNEDY COO 35.00 X X 128984 0 9029 HILDA JOHNSON CFO 35.00 X X 132691 0 9288 444516 0 31116 3 0 1 0 0 2774480 158835 1054576 458920 4446811 17748 17748 ADMINISTRATIVE REVENUE 900099 97059 97059 97059 4561618 97059 0 17748 836080 836080 475632 283477 79430 112725 808688 483634 134086 190968 150956 86676 26528 37752 101656 60740 16891 24025 55500 31883 3529 20088 396260 227636 25195 143429 64363 37999 8697 17667 149840 97629 21554 30657 29133 18617 1823 8693 49315 22880 10911 15524 33313 21705 4791 6817 22357 14986 3043 4328 COMMUNITY IMPACT INITIA 2069061 2069061 DIRECT FUNDRAISING EXPE 33167 33167 COMMUNITY EVENTS 17750 7817 1841 8092 36438 22948 4797 8693 5329509 4323768 343116 662625 3936271 3104889 1133679 915264 39721 37938 163118 117550 77339 45568 1029251 1388495 1392247 844670 7608508 6336824 426222 363905 994596 535018 1420818 898923 X 5181065 4638329 855879 648826 150746 150746 6187690 5437901 7608508 6336824 X -767891 -982 19084 X X 0 1 X 1 1 1 X 7236360 6944824 5867451 5805538 4546411 30400584 7236360 6944824 5867451 5805538 4546411 30400584 10111526 20289058 60233 15269 19503 19891 17748 132644 161074 119300 144115 140588 97059 662136 31195364 0.65040 0.97430 X 0.43980 0.00490 150746 150746 150746 150746 150746 150746 150746 150746 182450 31704 150746 1.00000 1 0 57157 42140 15017 105961 75410 30551 45568 ASSETS RESTRICTED FOR LONG TERM INVESTMENT 150746 AGENCY ASSETS 518347 BENEFICIAL INTEREST IN PERPETUAL TRUST 140689 SECURITY DEPOSITS 11111 OTHER RECEIVABLES 23777 844670 AGENCY LIABILITIES 518347 REFUNDABLE ADVANCES ON GRANTS 16671 535018 X 3567544 -982 980 19084 19082 3548462 1013156 1013156 4561618 4317333 980 980 4316353 1013156 1013156 5329509 PART V, LINE 4: THE INCOME WAS USED FOR OPERATING PURPOSES. PART X, LINE 2: MANAGEMENT OF UNITED WAY HAS EVALUATED ALL SIGNIFICANT TAX POSITIONS AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES IN THE UNITED STATES OF AMERICA. MANAGEMENT OF UNITED WAY IS OF THE OPINION THAT THE ENTITY HAS NOT TAKEN ANY MATERIAL TAX POSITIONS THAT WOULD REQUIRE THE RECORDING OF ANY LIABILITY BY UNITED WAY, NOR IS MANAGEMENT OF UNITED WAY OF THE OPINION THAT THERE WERE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE MATERIALLY WITHIN THE NEXT YEAR. IF REQUIRED, IT IS UNITED WAY'S POLICY TO RECOGNIZE ANY ESTIMATED INTEREST AND PENALTIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME FROM PERPETUAL TRUST 19,084. PART XI, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS RAISED ON BEHALF OF OTHERS 1,013,156. PART XII, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS RAISED ON BEHALF OF OTHERS-DESIGNATIONS 1,013,156. 0 UNITED WAY ALLOCATION TO AGENCIES AND PROGRAMS GRANT PROGRAMS - DIRECT 501(C)(3) 836080 GRANTS X X 0 0 0 0 0 0 0 0 0 MERLE BERKE-SCHLESSEL PRESIDENT & CEO 182841 0 0 0 0 0 12799 0 0 0 195640 0 0 0 DAVID KENNEDY COO 128984 0 0 0 0 0 9029 0 0 0 138013 0 0 0 HILDA JOHNSON CFO 132691 0 0 0 0 0 9288 0 0 0 141979 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED AMD APPROVED BY THE FINANCE COMMITEE, THE CHANGES ARE MADE IF ANY THEN THE FINAL REPORT IS PRESENTED TO THE BOARD FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD IS REQUIRED TO REVIEW AND ACKNOWLEDGE RECEIPT OF UWCFC'S CODE OF ETHICS POLICY WHICH ALSO INCLUDES THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE CEO'S COMPENSATION IS REVIEWED AND EVALUATED BY THE COMPENSATION COMMITTEE. THE COMMITTEE MAKES A FULL RECOMMENDATION TO THE FULL BOARD FOR APPROVAL AT ONE OF THE EXECUTIVE SESSIONS. THE ANNUAL REVIEW HAPPENS AROUND THE FALL OF EACH YEAR AFTER THE ANNUAL AUDIT IS COMPLETED 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 19,084. FORM 990 PART XLL, LINE 2C NO CHANGE FROM THE PRIOR YEAR FORM 990 PART XI, LINE 2D INCOME DERIVED FROM PERPETUAL TRUST