UNITED WAY OF COASTAL: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF COASTAL (EIN 06-0864341)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-11-27
- IRS object ID
- 201713319349300461
- Schema version
- 2016v3.0
- 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 | 2017-11-27T09:52:16-06:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061533315 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CIRONEFRIEDBERG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 MAIN STREET 6TH FLR | AddressLine1Txt |
| City | BRIDGEPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060864341 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF COASTAL | BusinessNameLine1Txt |
| Business Name Line2 | FAIRFIELD COUNTY INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 2033396322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 MAIN STREET 10TH FLOOR | AddressLine1Txt |
| City | BRIDGEPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MERLE BERKE-SCHLESSEL | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 2033396322 | PhoneNum |
| Signature | 2017-11-21 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA D CALLANAN | PreparerPersonNm |
| PTIN | P01200948 | PTIN |
| Phone | 2033665876 | PhoneNum |
| Preparation | 2017-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.25.240.241 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-21 | IPDt |
| IP Tm | 09:17:11 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6BFFFCCC87F648F4E2FE0DC2909035758E7B9C64 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6BFFFCCC87F648F4E2FE0DC2909035758E7B9C64 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MERLE BERKE-SCHLESSEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 MAIN STREET 10TH FLOOR | AddressLine1Txt |
| City | BRIDGEPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $5,983,667 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDWAYCFC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,867,451 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,823,190 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $19,503 | PYInvestmentIncomeAmt |
| CY Investment Income | $19,891 | CYInvestmentIncomeAmt |
| PY Other Revenue | $144,115 | PYOtherRevenueAmt |
| CY Other Revenue | $140,586 | CYOtherRevenueAmt |
| PY Total Revenue | $6,031,069 | PYTotalRevenueAmt |
| CY Total Revenue | $5,983,667 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,254,388 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $949,188 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,335,326 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,359,245 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $469,746 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,344,989 | PYOtherExpensesAmt |
| CY Other Expenses | $3,599,766 | CYOtherExpensesAmt |
| PY Total Expenses | $5,934,703 | PYTotalExpensesAmt |
| CY Total Expenses | $5,908,199 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $96,366 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $75,468 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,640,140 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,608,508 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,559,797 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,420,818 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,080,343 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,187,690 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,981,969 | ExpenseAmt |
| Grant | $949,188 | GrantAmt |
| Desc | KEEPING COLLABORATION AT THE CORE OF ITS EFFORTS, UNITED WAY OF COASTAL FAIRFIELD COUNTY, (UWCFC) FOCUSES ON ENGAGING PARTNERS TO BUILD INNOVATIVE SOLUTIONS WHCIH CREATE RESULTS THAT ARE TRANSFORMATIVE SHOWING TRUE CHANGE ACROSS THE CRADLE TO CAREER CONTINUIM-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 REDUCE UNEMPLOYMENT AMONG YOUTH. IN BRIDGEPORT, THE STATE'S LARGEST CITY, UWCFC PLAYS THE ROLE OF BACKBONE ORGANIZATION FOR BRIDGEPORT PROSPERS, CRADLE TO CAREER, A COLLECTIVE IMPACT MOVEMENT, WHICH UTILIZES THE STRIVE TOGETHER MODEL. THIS PROJECT BRINGS TOGETHER OVER 400 LOCAL STAKEHOLDERS INCLUDING PARENTS, EDUCATORS, COMMUNITY, BUSINESS AND GOVERNMENTAL LEADERS TO IDENTIFY AND IMPLEMENT AGREED UPON STRATEGIES TO ENSURE ALL CHILDREN ARE READY FOR KINDERGARTEN, READING BY 3RD GRADE AND GRADUATING HIGH SCHOOL, COLLEGE OR WORKPLACE READY. AS THE BACKBONE ORGANIZATION OF THIS COMMUNITY LED EFFORT, UWCFC PROVIDES FUNDING AND TECHNICAL SUPPORT. TO MOVE THIS WORK AHEAD, EACH OF THE NINE IDENTIFIED KEY OUTCOMES, INFANT HEALTH, KINDERGARTEN READINESS, EARLY GRADE READING, MIDDLE GRADE MATH, HIGH SCHOOL GRADUATION, YOUTH SAFE FROM VIOLENCE, POST SECONDARY ENROLLMENT, POST SECONDARY COMPLETION AND YOUTH EMPLOYMENT USE COMMUNITY ACTION NETWORKS (CANS) TO IDENTIFY AND ANALYZE DATA AND WORK TO IMPLEMENT SOLUTIONS. IN 2016, BRIDGEPORT PROSPERS RELEASED A SUMMARY REPORT OUTLINING THE DATA AND DISCOVERY WORK WHICH WILL BE USED TO CONTINUE THE FORWARD MOTION OF COLLECTIVE AGREEMENTS AMONG THOSE INVOLVED WITH BRIDGEPORT PROSPERS - PROPELLING EFFORTS AROUND THE CITY IMPROVE OUTCOMES FOR ITS YOUTH.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 3, AND KNOWING THAT THE BRAIN DEVELOPS FASTEST BEFORE AGE FIVE, THE UWCFC LAUNCHED BRIDGEPORT BASICS. BRIDGEPORT BASICS IS A VIDEO SUPPORT SERIES FOR PARENTS AND CAREGIVERS, PROVIDING FUN, SIMPLE AND EASY WAYS TO FOSTER SCHOOL READINESS. IN 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 1000 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. NEIGHBORS 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 2016-17, 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 $63,329. 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 $978,800 IN TAX PREPARATION FEES AND PROVIDING OVER $7 MILLION IN TAX REFUNDS AND $2 MILLION IN EARNED INCOME TAX CREDITS (EITC). | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,919,023 | ExpenseAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $128,400 | ExpenseAmt |
| Desc | PROVISION FOR UNCOLLECTIBLE PLEDGES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,029,392 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 97 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 20 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HILDA JOHNSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2033396322 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 MAIN STREET 10TH FLOOR | AddressLine1Txt |
| City | BRIDGEPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06604 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MERLE BERKE-SCHLESSEL | ||||||
| PRESIDENT & CEO | 35.00 | Yes (X) | Yes (X) | $181,739 | $0 | $12,722 |
| LYNN ABRAMSON | ||||||
| EMERITUS BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MANUEL ANDRADE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN MOODY | ||||||
| EMERITUS BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE MCCRORY | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SAMUEL TINGLEY | ||||||
| CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARBARA BUTLER | ||||||
| EMERITUS BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINA BODINE AYSSEH | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| CARLOS MELLO | ||||||
| EMERITUS BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JUDITH BANKOWSKI | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL BROADIE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AUGUST SERRA | ||||||
| EMERITUS BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS MCCARTHY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL TIMPANELLI | ||||||
| EMERITUS BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PABLO COLON III | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TAMEIKA MILLER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VALERIA SHULTZ-WILSON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ANITA GLINIECKI | ||||||
| EMERITUS BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TRACEY GOLDEN | ||||||
| EMERITUS BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TOM GREEN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LUCIA TEIXEIRA | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN WEINBERGER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN GRIFFIN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEPHEN VAVREK | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT TEFRY | ||||||
| VICE CHAIRMAN | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK BARNHART | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| REV JEFFREY VON ARX S J | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE COLEMAN | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| S GILES PAYNE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| STEVEN VAVREK | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARC MASCOLA | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $181,739 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $12,722 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $194,223 | RelatedOrganizationsAmt |
| Government Grants | $718,920 | GovernmentGrantsAmt |
| All Other Contributions | $4,910,047 | AllOtherContributionsAmt |
| Noncash Contributions | $17,650 | NoncashContributionsAmt |
| Total Contributions | $5,823,190 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,891 | TotalRevenueColumnAmt |
| Exclusion | $19,891 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $140,586 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $140,586 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $140,586 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,983,667 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $140,586 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19,891 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $949,188 | TotalAmt |
| Program Services | $949,188 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,462 | TotalAmt |
| Program Services | $100,820 | ProgramServicesAmt |
| Management And General | $45,661 | ManagementAndGeneralAmt |
| Fundraising | $47,981 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $922,195 | TotalAmt |
| Program Services | $506,029 | ProgramServicesAmt |
| Management And General | $203,784 | ManagementAndGeneralAmt |
| Fundraising | $212,382 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,373 | TotalAmt |
| Program Services | $79,210 | ProgramServicesAmt |
| Management And General | $32,391 | ManagementAndGeneralAmt |
| Fundraising | $33,772 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,215 | TotalAmt |
| Program Services | $55,160 | ProgramServicesAmt |
| Management And General | $20,589 | ManagementAndGeneralAmt |
| Fundraising | $21,466 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,000 | TotalAmt |
| Program Services | $35,981 | ProgramServicesAmt |
| Management And General | $6,053 | ManagementAndGeneralAmt |
| Fundraising | $8,966 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,797 | TotalAmt |
| Program Services | $185,412 | ProgramServicesAmt |
| Management And General | $31,182 | ManagementAndGeneralAmt |
| Fundraising | $46,203 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,174 | TotalAmt |
| Program Services | $42,455 | ProgramServicesAmt |
| Management And General | $9,572 | ManagementAndGeneralAmt |
| Fundraising | $15,147 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,981 | TotalAmt |
| Program Services | $97,261 | ProgramServicesAmt |
| Management And General | $26,789 | ManagementAndGeneralAmt |
| Fundraising | $27,931 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,723 | TotalAmt |
| Program Services | $9,857 | ProgramServicesAmt |
| Management And General | $5,428 | ManagementAndGeneralAmt |
| Fundraising | $6,438 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,893 | TotalAmt |
| Program Services | $26,782 | ProgramServicesAmt |
| Management And General | $15,231 | ManagementAndGeneralAmt |
| Fundraising | $15,880 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,956 | TotalAmt |
| Program Services | $21,730 | ProgramServicesAmt |
| Management And General | $5,985 | ManagementAndGeneralAmt |
| Fundraising | $6,241 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,436 | TotalAmt |
| Program Services | $13,882 | ProgramServicesAmt |
| Management And General | $3,698 | ManagementAndGeneralAmt |
| Fundraising | $3,856 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| COMMUNITY IMPACT INITIA | $2,748,258 | $2,748,258 | |
| PROVISION FOR UNCOLLECT | $128,400 | $128,400 | |
| COMMUNITY EVENTS | $15,333 | $15,333 | |
| DIRECT FUNDRAISING EXPE | $11,663 | $11,663 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,152 | TotalAmt |
| Program Services | $13,634 | ProgramServicesAmt |
| Management And General | $2,698 | ManagementAndGeneralAmt |
| Fundraising | $11,820 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,908,199 | TotalAmt |
| Program Services | $5,029,392 | ProgramServicesAmt |
| Management And General | $409,061 | ManagementAndGeneralAmt |
| Fundraising | $469,746 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,885,517 | BOYAmt |
| EOY | $3,936,271 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,213,774 | BOYAmt |
| EOY | $1,133,679 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,370 | BOYAmt |
| EOY | $39,721 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $174,877 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $97,538 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,468 | BOYAmt |
| EOY | $77,339 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,200,488 | BOYAmt |
| EOY | $1,029,251 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,210,523 | BOYAmt |
| EOY | $1,392,247 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,640,140 | BOYAmt |
| EOY | $7,608,508 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $535,974 | BOYAmt |
| EOY | $426,222 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,023,823 | BOYAmt |
| EOY | $994,596 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,559,797 | BOYAmt |
| EOY | $1,420,818 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,434,994 | BOYAmt |
| EOY | $5,181,065 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $494,603 | BOYAmt |
| EOY | $855,879 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $150,746 | BOYAmt |
| EOY | $150,746 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,080,343 | BOYAmt |
| EOY | $6,187,690 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,640,140 | BOYAmt |
| EOY | $7,608,508 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $75,468 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,906 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $24,973 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,096,121 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,236,360 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,944,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,867,451 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,805,538 | CurrentTaxYearAmt |
| Total | $32,950,294 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,096,121 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,236,360 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,944,824 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,867,451 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,805,538 | CurrentTaxYearAmt |
| Total | $32,950,294 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,587,417 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,226,725 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,830,633 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,016,553 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,415,344 | CurrentTaxYearAmt |
| Total | $18,076,672 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,587,417 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,226,725 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,830,633 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,016,553 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,415,344 | CurrentTaxYearAmt |
| Total | $18,076,672 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $14,873,622 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,368 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,233 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,269 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,503 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,891 | CurrentTaxYearAmt |
| Total | $165,264 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $50,368 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $60,233 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,269 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,503 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,891 | CurrentTaxYearAmt |
| Total | $165,264 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $140,013 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $161,074 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $119,300 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $144,115 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $140,588 | CurrentTaxYearAmt |
| Total | $705,090 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,286,502 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,457,667 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,079,393 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,031,069 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,966,017 | CurrentTaxYearAmt |
| Total | $33,820,648 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.43980 | PublicSupportCY509Pct |
| Public Support PY509 | 0.40650 | PublicSupportPY509Pct |
| Investment Income CY | 0.00490 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00470 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
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 | $150,746 | BeginningYearBalanceAmt |
| End Year Balance | $150,746 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $150,746 | BeginningYearBalanceAmt |
| End Year Balance | $150,746 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $150,746 | BeginningYearBalanceAmt |
| End Year Balance | $150,746 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $182,450 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $31,704 | GrantsOrScholarshipsAmt |
| End Year Balance | $150,746 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $182,450 | BeginningYearBalanceAmt |
| End Year Balance | $182,450 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $57,157 | OtherCostOrOtherBasisAmt |
| Depreciation | $30,709 | DepreciationAmt |
| Book Value | $26,448 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $117,720 | OtherCostOrOtherBasisAmt |
| Depreciation | $66,829 | DepreciationAmt |
| Book Value | $50,891 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $77,339 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| ASSETS RESTRICTED FOR LONG TERM INVESTMENT | $150,746 |
| AGENCY ASSETS | $967,261 |
| BENEFICIAL INTEREST IN PERPETUAL TRUST | $132,913 |
| SECURITY DEPOSITS | $11,111 |
| OTHER RECEIVABLES | $130,216 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,392,247 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY LIABILITIES | $967,261 |
| REFUNDABLE ADVANCES ON GRANTS | $27,335 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $994,596 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,971,623 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,906 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $3,500 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $24,973 | OtherRevenueAmt |
| Revenue Not Reported | $35,379 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,936,244 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,047,423 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,047,423 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $5,983,667 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,864,276 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $3,500 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $3,500 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,860,776 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,047,423 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,047,423 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,908,199 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 24,973. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | AMOUNTS RAISED ON BEHALF OF OTHERS 1,919,023. PROVISION FOR UNCOLLECTABLE PLEDGES 128,400. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | AMOUNTS RAISED ON BEHALF OF OTHERS-DESIGNATIONS 1,919,023. PROVISION FOR UNCOLLECTABLE PLEDGES 128,400. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Purpose Of GrantPurposeOfGrantTxt | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt |
|---|---|---|
| (no name) | ||
| UNITED WAY ALLOCATION TO AGENCIES AND PROGRAMS | ||
| GRANT PROGRAMS - DIRECT | ||
| GRANTS | 501(C)(3) | $949,188 |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MERLE BERKE-SCHLESSEL | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $181,739 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $12,722 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $194,461 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE DRAFT FINANCIAL STATEMENT IS FIRST PRESENTED TO, AND REVIEWED BY THE FINANCE COMMITTEE. AFTER REVIEW, CHANGES ARE MADE, IF ANY. THE FINAL REPORT IS PRESENTEED TO THE FULL 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 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 24,973. |
| FORM 990 PART XLL, LINE 2C | NO CHANGE FROM THE PRIOR YEAR |
| FORM 990 PART XI, LINE 2D | INCOME DERIVED FROM PERPETUAL TRUST |
Comments