2017-11-27T09:52:16-06:00 2017-06-30 061533315 CIRONEFRIEDBERG LLP 855 MAIN STREET 6TH FLR BRIDGEPORT CT 06604 990 2016-07-01 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 2017-11-21 SANDRA D CALLANAN P01200948 2033665876 2017-11-14 23.25.240.241 2017-11-21 09:17:11 ES P 6BFFFCCC87F648F4E2FE0DC2909035758E7B9C64 6BFFFCCC87F648F4E2FE0DC2909035758E7B9C64 2016 2017-02-10 21:41:12Z MERLE BERKE-SCHLESSEL 855 MAIN STREET 10TH FLOOR BRIDGEPORT CT 06604 5983667 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. 23 22 20 0 0 0 5867451 5823190 0 0 19503 19891 144115 140586 6031069 5983667 2254388 949188 0 0 1335326 1359245 0 0 469746 2344989 3599766 5934703 5908199 96366 75468 7640140 7608508 1559797 1420818 6080343 6187690 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 2981969 949188 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). 1919023 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. 128400 PROVISION FOR UNCOLLECTIBLE PLEDGES 5029392 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 97 0 20 0 0 0 0 0 0 0 0 0 X 23 22 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 181739 0 12722 LYNN ABRAMSON EMERITUS BOARD MEMBER 1.00 X 0 0 0 MANUEL ANDRADE BOARD MEMBER 1.00 X 0 0 0 JOHN MOODY 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 BOARD MEMBER 1.00 X 0 0 0 CARLOS MELLO EMERITUS BOARD MEMBER 1.00 X 0 0 0 JUDITH BANKOWSKI 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 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 ANITA GLINIECKI EMERITUS BOARD MEMBER 1.00 X 0 0 0 TRACEY GOLDEN EMERITUS BOARD MEMBER 1.00 X 0 0 0 TOM GREEN BOARD MEMBER 1.00 X 0 0 0 LUCIA TEIXEIRA BOARD MEMBER 1.00 X 0 0 0 SUSAN WEINBERGER BOARD MEMBER 1.00 X 0 0 0 BRIAN GRIFFIN BOARD MEMBER 1.00 X 0 0 0 STEPHEN VAVREK BOARD MEMBER 1.00 X 0 0 0 ROBERT TEFRY VICE CHAIRMAN 1.00 X X 0 0 0 MARK BARNHART SECRETARY 1.00 X X 0 0 0 REV JEFFREY VON ARX S J 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 STEVEN VAVREK BOARD MEMBER 1.00 X 0 0 0 MARC MASCOLA BOARD MEMBER 1.00 X 0 0 0 181739 0 12722 1 0 1 0 0 194223 718920 4910047 17650 5823190 19891 19891 ADMINISTRATIVE REVENUE 900099 140586 140586 140586 5983667 140586 0 19891 949188 949188 194462 100820 45661 47981 922195 506029 203784 212382 145373 79210 32391 33772 97215 55160 20589 21466 51000 35981 6053 8966 262797 185412 31182 46203 67174 42455 9572 15147 151981 97261 26789 27931 21723 9857 5428 6438 57893 26782 15231 15880 33956 21730 5985 6241 21436 13882 3698 3856 COMMUNITY IMPACT INITIA 2748258 2748258 PROVISION FOR UNCOLLECT 128400 128400 COMMUNITY EVENTS 15333 15333 DIRECT FUNDRAISING EXPE 11663 11663 28152 13634 2698 11820 5908199 5029392 409061 469746 3885517 3936271 1213774 1133679 29370 39721 174877 97538 100468 77339 1200488 1029251 1210523 1392247 7640140 7608508 535974 426222 1023823 994596 1559797 1420818 X 5434994 5181065 494603 855879 150746 150746 6080343 6187690 7640140 7608508 X 75468 6906 24973 X X 0 1 X 1 0 X 7096121 7236360 6944824 5867451 5805538 32950294 7096121 7236360 6944824 5867451 5805538 32950294 4587417 4226725 3830633 3016553 2415344 18076672 0 4587417 4226725 3830633 3016553 2415344 18076672 14873622 50368 60233 15269 19503 19891 165264 50368 60233 15269 19503 19891 165264 140013 161074 119300 144115 140588 705090 7286502 7457667 7079393 6031069 5966017 33820648 0.43980 0.40650 0.00490 0.00470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 150746 150746 150746 150746 150746 150746 182450 31704 150746 182450 182450 1 0 57157 30709 26448 117720 66829 50891 77339 ASSETS RESTRICTED FOR LONG TERM INVESTMENT 150746 AGENCY ASSETS 967261 BENEFICIAL INTEREST IN PERPETUAL TRUST 132913 SECURITY DEPOSITS 11111 OTHER RECEIVABLES 130216 1392247 AGENCY LIABILITIES 967261 REFUNDABLE ADVANCES ON GRANTS 27335 994596 X 3971623 6906 3500 24973 35379 3936244 2047423 2047423 5983667 3864276 3500 3500 3860776 2047423 2047423 5908199 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. 0 UNITED WAY ALLOCATION TO AGENCIES AND PROGRAMS GRANT PROGRAMS - DIRECT 501(C)(3) 949188 GRANTS X X 0 0 0 0 0 0 0 0 0 MERLE BERKE-SCHLESSEL PRESIDENT & CEO 181739 0 0 0 0 0 12722 0 0 0 194461 0 0 0 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