MIDDLESEX UNITED WAY INC: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MIDDLESEX UNITED WAY INC (EIN 06-0665170)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2017-10-12
- IRS object ID
- 201732859349300443
- 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 | 2017-10-12T13:11:31-04:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061289571 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAHONEY SABOL & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 180 GLASTONBURY BLVD STE 400 | AddressLine1Txt |
| City | GLASTONBURY | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 060334439 | 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 | 060665170 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIDDLESEX UNITED WAY INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MIDD | BusinessNameControlTxt |
| Phone | 8603468695 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 RIVERVIEW CENTER SUITE 230 | AddressLine1Txt |
| City | MIDDLETOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06457 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN WILHELM | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8603468695 | PhoneNum |
| Signature | 2017-10-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KENNETH A KRON CPA | PreparerPersonNm |
| PTIN | P00412073 | PTIN |
| Phone | 8605412000 | PhoneNum |
| Preparation | 2017-10-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICIA CHARLES | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 RIVERVIEW CENTER SUITE 230 | AddressLine1Txt |
| City | MIDDLETOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06457 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,806,970 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MIDDLESEXUNITEDWAY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1935 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | MIDDLESEX UNITED WAY WORKS TO ADVANCE EDUCATION, INCOME, HEALTH, AND HOUSING IN MIDDLESEX COUNTY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 30 | VotingMembersIndependentCnt |
| Total Employee | 11 | TotalEmployeeCnt |
| Total Volunteers | 1000 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,569,526 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,489,453 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $46,679 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $60,836 | CYProgramServiceRevenueAmt |
| PY Investment Income | $69,805 | PYInvestmentIncomeAmt |
| CY Investment Income | $57,498 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,686,010 | PYTotalRevenueAmt |
| CY Total Revenue | $1,607,787 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,136,728 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,002,709 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $533,654 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $513,964 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $158,559 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $199,847 | PYOtherExpensesAmt |
| CY Other Expenses | $212,021 | CYOtherExpensesAmt |
| PY Total Expenses | $1,870,229 | PYTotalExpensesAmt |
| CY Total Expenses | $1,728,694 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$184,219 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$120,907 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,812,469 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,694,627 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,058,478 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $910,703 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,753,991 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,783,924 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | MIDDLESEX UNITED WAY WORKS TO ADVANCE EDUCATION, INCOME, HEALTH, AND HOUSING IN MIDDLESEX COUNTY. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $1,353,440 | ExpenseAmt |
| Grant | $1,002,709 | GrantAmt |
| Revenue | $60,836 | RevenueAmt |
| Desc | EDUCATION: OUR VISION: STUDENTS SUCCEED ACADEMICALLY. LOCAL INVESTMENT: MIDDLESEX UNITED WAY FOCUSES ON SCHOOL READINESS, PARENT EDUCATION, AND FAMILY LITERACY. ALONG WITH OUR PARTNERS, MIDDLESEX UNITED WAY'S SCHOOL READINESS INITIATIVE IS WORKING WITH SCHOOLS, EARLY CHILDCARE PROVIDERS, AND PARENTS THROUGHOUT MIDDLESEX COUNTY TO IDENTIFY AND ASSIST CHILDREN WHO HAVE SOCIAL AND EMOTIONAL PROBLEMS BEFORE THEY START KINDERGARTEN. WE SUPPORT PROGRAMS TO PREPARE KIDS FOR SCHOOL AND EDUCATE THEIR PARENTS ABOUT THE IMPORTANT ROLE THEY PLAY IN THEIR CHILD'S EARLIEST YEARS. WE ARE CURRENTLY WORKING WITH SCHOOLS IN ALL FIFTEEN TOWNS IN MIDDLESEX COUNTY. UNITED WAY IS ALSO A NATIONAL PARTNER IN THE BORN LEARNING INITIATIVE. BORN LEARNING PROVIDES SIMPLE ACTIVITIES AND IDEAS TO CREATE LEARNING OPPORTUNITIES THROUGHOUT THE DAY WITH YOUR CHILD. ONE OF THE KEY TOOLS OF BORN LEARNING ARE TRAILS, WHICH CAN BE INSTALLED IN ANY PUBLIC SETTING. MIDDLESEX UNITED WAY HAS WORKED TO INSTALL 10 BORN LEARNING TRAILS IN MIDDLESEX COUNTY. INCOME: OUR VISION: INDIVIDUALS AND FAMILIES ARE ECONOMICALLY STABLE. LOCAL INVESTMENT: MIDDLESEX UNITED WAY FOCUSES ON JOB TRAINING AND EMPLOYMENT SUPPORTS, BASIC NEEDS, AND TAX PREPARATION ASSISTANCE. MIDDLESEX UNITED WAY PROVIDES LEADERSHIP AND SUPPORT TO THE MIDDLESEX VITA (VOLUNTEER INCOME TAX ASSISTANCE) COALITION. THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM PROVIDES FREE INCOME TAX PREPARATION SERVICES TO LOW- AND MODERATE-INCOME FAMILIES AND INCREASES THE NUMBER OF HOUSEHOLDS THAT ACCESS THE TAX CREDITS THEY'VE EARNED. IN 2017, IRS-TRAINED VOLUNTEERS HELPED PREPARE TAXES FOR 580 MIDDLESEX COUNTY RESIDENTS WHO RECEIVED MORE THAN ONE MILLION IN TAX REFUNDS. HEALTH: OUR VISION: YOUTH AND ADULTS AVOID RISKY BEHAVIORS, AND INDIVIDUALS AND FAMILIES ARE HEALTHY AND SAFE. LOCAL INVESTMENT: MIDDLESEX UNITED WAY FOCUSES ON POSITIVE YOUTH DEVELOPMENT, SUPPORT FOR SENIORS AND PEOPLE WITH DISABILITIES, SUBSTANCE ABUSE PREVENTION AND TREATMENT, AND MENTAL HEALTH SERVICES. MIDDLESEX UNITED WAY IS PARTNERING WITH YOUTH AND FAMILY SERVICE ORGANIZATIONS IN MIDDLESEX COUNTY TO IMPLEMENT THE HEALTHY COMMUNITIES- HEALTHY YOUTH ASSETS MODEL IN THEIR TOWNS. THE APPROACH INCREASES YOUNG PEOPLE'S PARTICIPATION IN THEIR LOCAL COMMUNITIES AND RESULTS IN REDUCED HIGH-RISK BEHAVIORS, ESPECIALLY THE USE OF DRUGS AND ALCOHOL. MIDDLESEX UNITED WAY ALSO WORKS TO ENSURING THAT HEALTH AND WELLNESS SERVICES ARE AVAILABLE, INCLUDING MENTAL HEALTH SERVICES, COUNSELING, SUBSTANCE ABUSE SERVICES, SEXUAL ASSAULT CRISIS SERVICES, PROGRAMS THAT HELP ADULTS WITH DISABILITIES THRIVE, AND SERVICES TO HELP CONTINUE LIVING AT HOME. HOUSING: OUR VISION: EVERYONE HAS SAFE AND AFFORDABLE HOUSING. LOCAL INVESTMENT: MIDDLESEX UNITED WAY FOCUSES ON HOMELESSNESS PREVENTION, EMERGENCY SHELTER, SUPPORTIVE HOUSING, AND AFFORDABLE HOUSING. MIDDLESEX UNITED WAY FUNDS AND PARTNERS WITH SEVERAL ORGANIZATIONS IN MIDDLESEX COUNTY TO HELP PEOPLE ATTAIN SAFE, AFFORDABLE AND STABLE HOUSING. UNITED WAY SUPPORTS PROGRAMS THROUGHOUT THE COUNTY THAT PROVIDE SAFE EMERGENCY HOUSING AS WELL AS SERVICES AND SUPPORTS TO ENSURE INDIVIDUALS AND FAMILIES CAN REMAIN SAFELY AND STABLY HOUSED. MIDDLESEX UNITED WAY IS ALSO A LEADER IN THE MIDDLESEX COUNTY COALITION ON HOUSING & HOMELESSNESS WHICH IS WORKING TO END AND PREVENT HOMELESSNESS, THROUGH STRATEGIES INCLUDING HOMELESSNESS PREVENTION AND CREATING SUPPORTIVE HOUSING. FAMILYWIZE PRESCRIPTION DRUG DISCOUNT PROGRAM: MIDDLESEX UNITED WAY PARTNERS WITH THE NATIONAL FAMILYWIZE PRESCRIPTION DRUG DISCOUNT PROGRAM TO HELP INDIVIDUALS AND FAMILIES REDUCE THE COST OF PRESCRIPTION MEDICINE. THE CARD IS FREE AND AVAILABLE TO ANYONE. 2-1-1 INFORMATION AND REFERRAL: MIDDLESEX UNITED WAY SUPPORTS CONNECTICUT'S UNITED WAY 2-1-1 SYSTEM, AN INFORMATION AND REFERRAL SERVICE THAT IS AVAILABLE 24 HOURS, 7 DAYS A WEEK BY DIALING 2-1-1. UNITED WAY 2-1-1 HANDLED 365,488 CALLS IN 2016, INCLUDING NEARLY 13,352 CALLS FROM MIDDLESEX COUNTY. TOP REQUESTS STATEWIDE ARE FOR HOUSING AND SHELTER, UTILITIES AND HEAT, AND COUNSELING. COMMUNITY COLLABORATIVES: UNITED WAY PARTICIPATES IN SEVERAL COMMUNITY COLLABORATIVES, INCLUDING THE AFOREMENTIONED VOLUNTEER INCOME TAX ASSISTANCE PROGRAM AND MIDDLESEX COUNTY COALITION ON HOUSING & HOMELESSNESS. IN ADDITION, UNITED WAY PARTICIPATES IN THE MIDDLETOWN COMMUNITY THANKSGIVING PROJECT, WHICH ASSEMBLES AND DISTRIBUTES NEARLY 1,000 THANKSGIVING BASKETS FOR FAMILIES IN NEED IN MIDDLETOWN. MIDDLESEX UNITED WAY AND ITS STAFF ARE ALSO INVOLVED IN MANY OTHER COMMUNITY COLLABORATIVES, INCLUDING BUT NOT LIMITED TO: THE CREDIT FOR LIFE FAIR; MIDDLESEX COALITION FOR CHILDREN; MIDDLESEX AREA INTERAGENCY COUNCIL; MIDDLETOWN SCHOOL READINESS COUNCIL; OPPORTUNITY KNOCKS STEERING COMMITTEE; MIDDLESEX COMMUNITY COLLEGE CIVIC ENGAGEMENT TASK FORCE; SAFE SCHOOLS HEALTHY STUDENTS COMMITTEE; REFUGEE RESETTLEMENT COALITION; RACIAL JUSTICE COALITION; AND THE SHORELINE BASIC NEEDS TASK FORCE. | Desc |
| Total Program Service Expenses | $1,353,440 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 40 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 11 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 30 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOLORES TULINSKI | PersonNm |
| Phone | 8603468695 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 RIVERVIEW CENTER | AddressLine1Txt |
| City | MIDDLETOWN | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06457 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ALLISON DOWE | ||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CLIFFORD STRAUB | ||||||
| AT LARGE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM HOLDER | ||||||
| AT LARGE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM WRANG | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JEAN D'AQUILA | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JUDITH FELTON | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID REYNOLDS | ||||||
| HONORARY DIR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| HARRY BURR | ||||||
| HONORARY DIR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JEAN ADAMS SHAW | ||||||
| HONORARY DIR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ROSARIO RIZZO | ||||||
| HONORARY DIR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| FAITH JACKSON | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| PATRICIA CHARLES | ||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ROBERT ROSE | ||||||
| INVESTMENT | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LINDSAY PARKE | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| FLORESIA ALLEN | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT CARLSON | ||||||
| VICE PRESIDE | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| QUE PHIPPS | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KIMBERLY HOGAN | ||||||
| HUMAN RESOUR | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MEGHAN SLATER | ||||||
| AT LARGE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JANET PORRIELLO | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN REICH | ||||||
| CAMPAIGN CHA | 5.00 | Yes (X) | $0 | $0 | $0 | |
| BARRY ABRAMOWITZ | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| COLEEN DUFFY | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| CATHY LECHOWITZ | ||||||
| BOARD MEMBE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| CHU NGO | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| TORAL MAHER | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LORI LODGE | ||||||
| WOMEN'S INIT | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC KANE | ||||||
| YOUNG LEADER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JIM CRAWFORD | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DERRICK GIBBS JR | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JESSICA SCHEFF | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KRISTEN ROBERTS | ||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN WILHELM | ||||||
| EXECUTIVE DI | 40.00 | Yes (X) | $109,976 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $109,976 | TotalReportableCompFromOrgAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| All Other Contributions | $1,489,453 | AllOtherContributionsAmt |
| Total Contributions | $1,489,453 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,836 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $60,836 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $60,836 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,430 | TotalRevenueColumnAmt |
| Exclusion | $18,430 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $238,251 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $199,183 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,068 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $39,068 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $39,068 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,607,787 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $99,904 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $18,430 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,002,709 | TotalAmt |
| Program Services | $1,002,709 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,976 | TotalAmt |
| Program Services | $53,888 | ProgramServicesAmt |
| Management And General | $31,893 | ManagementAndGeneralAmt |
| Fundraising | $24,195 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,191 | TotalAmt |
| Program Services | $154,934 | ProgramServicesAmt |
| Management And General | $91,695 | ManagementAndGeneralAmt |
| Fundraising | $69,562 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,386 | TotalAmt |
| Program Services | $16,849 | ProgramServicesAmt |
| Management And General | $9,972 | ManagementAndGeneralAmt |
| Fundraising | $7,565 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,770 | TotalAmt |
| Program Services | $9,198 | ProgramServicesAmt |
| Management And General | $5,443 | ManagementAndGeneralAmt |
| Fundraising | $4,129 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,641 | TotalAmt |
| Program Services | $16,974 | ProgramServicesAmt |
| Management And General | $10,046 | ManagementAndGeneralAmt |
| Fundraising | $7,621 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,400 | TotalAmt |
| Management And General | $9,400 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,165 | TotalAmt |
| Program Services | $19,191 | ProgramServicesAmt |
| Management And General | $11,358 | ManagementAndGeneralAmt |
| Fundraising | $8,616 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,109 | TotalAmt |
| Program Services | $2,993 | ProgramServicesAmt |
| Management And General | $1,772 | ManagementAndGeneralAmt |
| Fundraising | $1,344 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,451 | TotalAmt |
| Program Services | $17,861 | ProgramServicesAmt |
| Management And General | $10,571 | ManagementAndGeneralAmt |
| Fundraising | $8,019 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,897 | TotalAmt |
| Program Services | $3,380 | ProgramServicesAmt |
| Management And General | $2,000 | ManagementAndGeneralAmt |
| Fundraising | $1,517 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,102 | TotalAmt |
| Program Services | $4,815 | ProgramServicesAmt |
| Management And General | $2,125 | ManagementAndGeneralAmt |
| Fundraising | $2,162 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,020 | TotalAmt |
| Program Services | $11,508 | ProgramServicesAmt |
| Management And General | $7,256 | ManagementAndGeneralAmt |
| Fundraising | $6,256 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,635 | TotalAmt |
| Program Services | $3,741 | ProgramServicesAmt |
| Management And General | $2,214 | ManagementAndGeneralAmt |
| Fundraising | $1,680 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,845 | TotalAmt |
| Program Services | $3,844 | ProgramServicesAmt |
| Management And General | $2,275 | ManagementAndGeneralAmt |
| Fundraising | $1,726 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUPPLIES | $26,400 | $12,936 | $7,656 | $5,808 |
| RENTAL/MAIN. OF EQUIPMENT | $17,692 | $8,669 | $5,131 | $3,892 |
| POSTAGE AND SHIPPING | $7,390 | $3,621 | $2,143 | $1,626 |
| MISCELLANEOUS | $4,483 | $2,197 | $1,300 | $986 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,432 | TotalAmt |
| Program Services | $4,132 | ProgramServicesAmt |
| Management And General | $2,445 | ManagementAndGeneralAmt |
| Fundraising | $1,855 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,728,694 | TotalAmt |
| Program Services | $1,353,440 | ProgramServicesAmt |
| Management And General | $216,695 | ManagementAndGeneralAmt |
| Fundraising | $158,559 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,905 | BOYAmt |
| EOY | $37,835 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,995 | BOYAmt |
| EOY | $128,538 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $510,208 | BOYAmt |
| EOY | $420,572 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,225 | BOYAmt |
| EOY | $9,445 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $87,855 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $61,162 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,103 | BOYAmt |
| EOY | $26,693 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,499,509 | BOYAmt |
| EOY | $1,435,371 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $605,524 | BOYAmt |
| EOY | $636,173 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,812,469 | BOYAmt |
| EOY | $2,694,627 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,080 | BOYAmt |
| EOY | $109,758 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $897,898 | BOYAmt |
| EOY | $778,170 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,500 | BOYAmt |
| EOY | $8,750 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,000 | BOYAmt |
| EOY | $14,025 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,058,478 | BOYAmt |
| EOY | $910,703 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $923,179 | BOYAmt |
| EOY | $916,975 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,625 | BOYAmt |
| EOY | $85,113 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $751,187 | BOYAmt |
| EOY | $781,836 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,753,991 | BOYAmt |
| EOY | $1,783,924 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,812,469 | BOYAmt |
| EOY | $2,694,627 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$120,907 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $150,840 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,789,943 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,786,075 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,730,689 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,569,526 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,489,453 | CurrentTaxYearAmt |
| Total | $8,365,686 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,789,943 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,786,075 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,730,689 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,569,526 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,489,453 | CurrentTaxYearAmt |
| Total | $8,365,686 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $8,365,686 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $29,247 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $29,839 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $25,542 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $27,194 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $18,430 | CurrentTaxYearAmt |
| Total | $130,252 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,495,938 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $227,460 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98470 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98420 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $185,670 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $14,838 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,898 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,599 | AdministrativeExpensesAmt |
| End Year Balance | $194,011 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $187,362 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $4,693 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,837 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $3,548 | AdministrativeExpensesAmt |
| End Year Balance | $185,670 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $142,686 | BeginningYearBalanceAmt |
| Contributions | $48,325 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,649 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $187,362 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $84,872 | BeginningYearBalanceAmt |
| Contributions | $50,000 | ContributionsAmt |
| Investment Earnings Or Losses | $7,814 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $142,686 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $78,129 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $6,743 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $84,872 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $87,855 | OtherCostOrOtherBasisAmt |
| Depreciation | $61,162 | DepreciationAmt |
| Book Value | $26,693 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $26,693 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTERESTS IN TRUSTS | $633,173 |
| SECURITY DEPOSIT | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $636,173 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CAPITAL LEASE PAYABLE | Desc |
| Amt | $14,025 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $14,025 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $1,498,099 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $150,840 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $16,225 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $167,065 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,331,034 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $9,400 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $267,353 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $276,753 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,607,787 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,468,166 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $16,225 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $16,225 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,451,941 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $9,400 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $267,353 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $276,753 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,728,694 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | AMOUNTS RAISED ON BEHALF OF OTHERS 267,353 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | AMOUNTS RAISED ON BEHALF OF OTHERS 267,353 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (49 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| 211 INFOLINE | |||||||||
| 1344 SILAS DEANE HIGHWAY | ROCKY HILL | CT | 06067 | 061084194 | 3 | $12,204 | 211 INFOLINE SUPPORT | ||
| CHILD FAMILY AGENCY OF SE CT | |||||||||
| 255 HEMPSTEAD STREET | NEW LONDON | CT | 06320 | 237212022 | 3 | $28,500 | HEALTH/POSITIVE YOUT | ||
| CLINTON BOARD OF EDUCATION | |||||||||
| 137- B GLENWOOD ROAD | CLINTON | CT | 06413 | 066001597 | GOV | $9,555 | SCHOOL READINESS | ||
| CLINTON YOUTH & FAM SERVICE BUREAU | |||||||||
| 112 GLENWOOD ROAD | CLINTON | CT | 06413 | 066001973 | GOV | $7,000 | HEALTH/POSITIVE YOUT | ||
| COLUMBUS HOUSE - TRANSITIONAL HOUS | |||||||||
| 586 ELLA T GRASSO BOULEVARD | NEW HAVEN | CT | 06519 | 222511873 | 3 | $16,543 | AFFORDABLE HOUSING | ||
| CROMWELL BOARD OF EDUCATION | |||||||||
| 25 COURT STREET | CROMWELL | CT | 06416 | 060807450 | GOV | $9,555 | SCHOOL READINESS | ||
| CT HUMANE SOCIETY | |||||||||
| 701 RUSSELL ROAD | NEWINGTON | CT | 06111 | 060667605 | 3 | $18,026 | DONOR DESIGNATIONS | ||
| DURHAMMIDDLEFIELD YOUTH & FAMILY | |||||||||
| 405 MAIN STREET | MIDDLEFIELD | CT | 06455 | 061402128 | 3 | $7,000 | HEALTH/POSITIVE YOUT | SUITE 11 | |
| EAST HADDAM BOARD OF EDUCATION | |||||||||
| PO BOX 572 | MOODUS | CT | 06469 | 061410267 | 3 | $9,555 | SCHOOL READINESS | 387 EH-MOODUS ROAD | |
| EAST HADDAM YOUTH & FAMILY SERVICES | |||||||||
| PO BOX 572 | MOODUS | CT | 06469 | 061410267 | 3 | $7,000 | HEALTH/POSITIVE YOUT | 387 EH-MOODUS ROAD | |
| EAST HAMPTON BOARD OF EDUCATION | |||||||||
| 94 MAIN STREET | EAST HAMPTON | CT | 06424 | 066001608 | GOV | $9,555 | SCHOOL READINESS | ||
| GILEAD COMMUNITY SERVICES | |||||||||
| PO BOX 1000 | MIDDLETOWN | CT | 06457 | 060851549 | 3 | $35,150 | HEALTH/POSITIVE YOUT | 22 MAIN STREET EXTENSION | |
| GIRL SCOUTS OF CONNECTICUT | |||||||||
| 340 WASHINGTON STREET | HARTFORD | CT | 06106 | 060662134 | 3 | $7,500 | HEALTH/POSITIVE YOUT | ||
| HOPE PARTNERSHIP | |||||||||
| 121 MAIN STREET | OLD SAYBROOK | CT | 06475 | 201683627 | 3 | $29,500 | AFFORDABLE HOUSING | ||
| JOHN J DRISCOLL UNITED LABOR AGENCY | |||||||||
| 56 TOWN LINE ROAD | ROCKY HILL | CT | 06067 | 060987695 | 3 | $11,107 | SELF SUFFICIENCY | ||
| KUHN EMPLOYMENT OPPORTUNITIES | |||||||||
| PO BOX 941 | MERIDEN | CT | 06450 | 060770819 | 3 | $19,500 | SELF SUFFICIENCY | ||
| LITERACY VOLUNTEERS - VALLEY SHORE | |||||||||
| 25 MIDDLESEX TURNPIKE | ESSEX | CT | 06426 | 300229759 | 3 | $13,156 | SELF SUFFICIENCY | ||
| MARC - COMMUNITY RESOURCES | |||||||||
| 124 WASHINGTON STREET | MIDDLETOWN | CT | 06457 | 066011968 | 3 | $5,505 | SELF SUFFICIENCY | ||
| MARC - COMMUNITY RESOURCES | |||||||||
| PO BOX 126 | PORTLAND | CT | 06480 | 066011968 | 3 | $48,786 | SELF SUFFICIENCY | 12 FAIRVIEW STREET | |
| MIDDLESEX HOSPITAL OPPORTUNITY KNOC | |||||||||
| 28 CRESCENT STREET | MIDDLETOWN | CT | 06457 | 060646718 | 3 | $9,555 | SCHOOL READINESS | ||
| MIDDLESEX HOSPITAL PERINATAL PROG | |||||||||
| 28 CRESCENT STREET | MIDDLETOWN | CT | 06457 | 060646718 | 3 | $35,625 | HEALTH/POSITIVE YOUT | ||
| MIDDLETOWN ADULT EDUCATION | |||||||||
| 398 MAIN STREET | MIDDLETOWN | CT | 06457 | 066001872 | 3 | $9,556 | SCHOOL READINESS | ||
| MIDDLETOWN YOUTH SERVICES | |||||||||
| 370 HUNTING HILL AVENUE | MIDDLETOWN | CT | 06457 | 023486665 | GOV | $7,000 | HEALTH/POSITIVE YOUT | ||
| MX CITY - COALITION ON HOMELESSNESS | |||||||||
| 100 RIVERVIEW CENTER | MIDDLETOWN | CT | 06457 | 060665170 | 3 | $9,929 | AFFORDABLE HOUSING | C/O MIDDLESEX UNITED WAY | |
| MX HABITAT FOR HUMANITY | |||||||||
| 334 SHUNPIKE ROAD UNIT 24-26 | CROMWELL | CT | 06416 | 061448284 | 3 | $11,218 | AFFORDABLE HOUSING | C/O SOUTH CHURCH | |
| ODDFELLOWS PLAYHOUSE | |||||||||
| 128 WASHINGTON STREET | MIDDLETOWN | CT | 06457 | 060964602 | 3 | $32,340 | DONOR DESIGNATIONS | ||
| ODDFELLOWS PLAYHOUSE | |||||||||
| 128 WASHINGTON STREET | MIDDLETOWN | CT | 06457 | 060964602 | 3 | $6,391 | HEALTH/POSITIVE YOUT | ||
| OLD SAYBROOK YOUTH & FAMILY SERVICE | |||||||||
| 322 MAIN STREET | OLD SAYBROOK | CT | 06475 | 066002058 | 501C3 | $7,556 | SCHOOL READINESS | ||
| OLD SAYBROOK YOUTH & FAMILY SERVICE | |||||||||
| 322 MAIN STREET | OLD SAYBROOK | CT | 06475 | 066002058 | 501C3 | $7,000 | HEALTH/POSITIVE YOUT | ||
| PORTLAND YOUTH SERVICES | |||||||||
| PO BOX 71 | PORTLAND | CT | 06480 | 066002067 | GOV | $9,555 | HEALTH/POSITIVE YOUT | ||
| PORTLAND YOUTH SERVICES | |||||||||
| PO BOX 71 | PORTLAND | CT | 06480 | 066002067 | GOV | $6,500 | SCHOOL READINESS | ||
| REGIONAL SCHOOL DISTRICT 4 | |||||||||
| PO BOX 187 | DEEP RIVER | CT | 06417 | 066002456 | GOV | $7,556 | SCHOOL READINESS | RT 80 | |
| RUSHFORD CENTER | |||||||||
| 883 PADDOCK AVENUE | MERIDEN | CT | 06450 | 060932875 | 3 | $6,000 | HEALTH/POSITIVE YOUT | ||
| RUSHFORD CENTER TREATMENT SERVICES | |||||||||
| 883 PADDOCK AVENUE | MERIDEN | CT | 06451 | 060932875 | 3 | $29,518 | HEALTH/POSITIVE YOUT | ||
| SHORELINE SOUP KITCHENS & PANTRIES | |||||||||
| PO BOX 804 | ESSEX | CT | 06426 | 061412728 | 3 | $9,000 | SELF SUFFICIENCY | ||
| ST LUKE'S ELDERCARE - GATEKEEPERS | |||||||||
| 760 SAYBROOK ROAD | MIDDLETOWN | CT | 06457 | 060653129 | 3 | $18,000 | HEALTH/YOUTH. DEV. | ||
| ST VINCENT DEPAUL - AMAZING GRACE | |||||||||
| 617 MAIN STREET | MIDDLETOWN | CT | 06457 | 061387081 | 3 | $10,828 | DONOR DESIGNATIONS | PO BOX 398 | |
| ST VINCENT DEPAUL - FOOD PANTRY | |||||||||
| 617 MAIN STREET | MIDDLETOWN | CT | 06457 | 061387081 | 3 | $19,569 | SELF SUFFICIENCY | PO BOX 398 | |
| THE CONNECTION - EDDY SHELTER | |||||||||
| 955 SOUTH MAIN STREET | MIDDLETOWN | CT | 06457 | 060886125 | 3 | $27,400 | AFFORDABLE HOUSING | ||
| THE CONNECTION - HOUSING ADVOCATE | |||||||||
| 955 SOUTH MAIN STREET | MIDDLETOWN | CT | 06457 | 060886125 | 3 | $12,721 | AFFORDABLE HOUSING | ||
| THE CONNECTION - MTOWNO SAYBROOK | |||||||||
| 955 SOUTH MAIN STREET | MIDDLETOWN | CT | 06457 | 060886125 | 3 | $26,125 | HEALTH/POSITIVE YOUT | ||
| TRI-TOWN YOUTH SERVICES | |||||||||
| PO BOX 897 | DEEP RIVER | CT | 06417 | 222537187 | 3 | $6,000 | HEALTH/POSITIVE YOUT | ||
| UNITED WAY OF SE CT | |||||||||
| 1868 ROUTE 12 | GALES FERRY | CT | 06335 | 060771393 | 3 | $5,245 | DONOR DESIGNATIONS | PO BOX 375 | |
| WESTBROOK PUBLIC SCHOOLS | |||||||||
| 158 MCVEAGH ROAD | WESTBROOK | CT | 06498 | 066001683 | GOV | $9,555 | SCHOOL READINESS | ||
| WESTBROOK PUBLIC SCHOOLS | |||||||||
| 158 MCVEAGH ROAD | WESTBROOK | CT | 06498 | 066001683 | GOV | $7,000 | HEALTH/POSITIVE YOUT | ||
| WOMEN & FAMILIES CENTER - SACS | |||||||||
| 169 COLONY STREET | MERIDEN | CT | 06451 | 060646994 | 3 | $29,450 | HEALTH/POSITIVE YOUT | ||
| YMCA OF NO MIDDLESEX CITY | |||||||||
| 99 UNION STREET | MIDDLETOWN | CT | 06457 | 060646981 | 3 | $83,899 | HEALTH/POSITIVE YOUT | ||
| YOUTH & FAMILY SERVICES OF HK | |||||||||
| PO BOX 432 | HIGGANUM | CT | 06441 | 061366680 | 3 | $9,555 | HEALTH/POSITIVE YOUT | 91 LITTLE CITY ROAD | |
| YOUTH & FAMILY SERVICES OF HK | |||||||||
| PO BOX 432 | HIGGANUM | CT | 06441 | 061366680 | 3 | $7,000 | SCHOOL READINESS | 91 LITTLE CITY ROAD | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 40 | Total501c3OrgCnt |
| Total Other Org | 10 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | FUNDING PARTNERS ARE REQUIRED TO PROVIDE OUTCOME MEASURES THAT DEMONSTRATE THE SHORT-, MID- AND LONG-TERM RESULTS OF THEIR SERVICES/INITIATIVES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 2, PART III, LINE 4A | UNITED WAY IS ALSO A NATIONAL PARTNER IN THE BORN LEARNING INITIATIVE. BORN LEARNING PROVIDES SIMPLE ACTIVITIES AND IDEAS TO CREATE LEARNING OPPORTUNITIES THROUGHOUT THE DAY WITH YOUR CHILD. ONE OF THE KEY TOOLS OF BORN LEARNING ARE TRAILS, WHICH CAN BE INSTALLED IN ANY PUBLIC SETTING. MIDDLESEX UNITED WAY HAS WORKED TO INSTALL 10 BORN LEARNING TRAILS IN MIDDLESEX COUNTY. INCOME: OUR VISION: INDIVIDUALS AND FAMILIES ARE ECONOMICALLY STABLE. LOCAL INVESTMENT: MIDDLESEX UNITED WAY FOCUSES ON JOB TRAINING AND EMPLOYMENT SUPPORTS, BASIC NEEDS, AND TAX PREPARATION ASSISTANCE. MIDDLESEX UNITED WAY PROVIDES LEADERSHIP AND SUPPORT TO THE MIDDLESEX VITA (VOLUNTEER INCOME TAX ASSISTANCE) COALITION. THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM PROVIDES FREE INCOME TAX PREPARATION SERVICES TO LOW- AND MODERATE-INCOME FAMILIES AND INCREASES THE NUMBER OF HOUSEHOLDS THAT ACCESS THE TAX CREDITS THEY'VE EARNED. IN 2017, IRS-TRAINED VOLUNTEERS HELPED PREPARE TAXES FOR 580 MIDDLESEX COUNTY RESIDENTS WHO RECEIVED MORE THAN ONE MILLION IN TAX REFUNDS. HEALTH: OUR VISION: YOUTH AND ADULTS AVOID RISKY BEHAVIORS, AND INDIVIDUALS AND FAMILIES ARE HEALTHY AND SAFE. LOCAL INVESTMENT: MIDDLESEX UNITED WAY FOCUSES ON POSITIVE YOUTH DEVELOPMENT, SUPPORT FOR SENIORS AND PEOPLE WITH DISABILITIES, SUBSTANCE ABUSE PREVENTION AND TREATMENT, AND MENTAL HEALTH SERVICES. MIDDLESEX UNITED WAY IS PARTNERING WITH YOUTH AND FAMILY SERVICE ORGANIZATIONS IN MIDDLESEX COUNTY TO IMPLEMENT THE HEALTHY COMMUNITIES- HEALTHY YOUTH ASSETS MODEL IN THEIR TOWNS. THE APPROACH INCREASES YOUNG PEOPLE'S PARTICIPATION IN THEIR LOCAL COMMUNITIES AND RESULTS IN REDUCED HIGH-RISK BEHAVIORS, ESPECIALLY THE USE OF DRUGS AND ALCOHOL. MIDDLESEX UNITED WAY ALSO WORKS TO ENSURING THAT HEALTH AND WELLNESS SERVICES ARE AVAILABLE, INCLUDING MENTAL HEALTH SERVICES, COUNSELING, SUBSTANCE ABUSE SERVICES, SEXUAL ASSAULT CRISIS SERVICES, PROGRAMS THAT HELP ADULTS WITH DISABILITIES THRIVE, AND SERVICES TO HELP CONTINUE LIVING AT HOME. HOUSING: OUR VISION: EVERYONE HAS SAFE AND AFFORDABLE HOUSING. LOCAL INVESTMENT: MIDDLESEX UNITED WAY FOCUSES ON HOMELESSNESS PREVENTION, EMERGENCY SHELTER, SUPPORTIVE HOUSING, AND AFFORDABLE HOUSING. MIDDLESEX UNITED WAY FUNDS AND PARTNERS WITH SEVERAL ORGANIZATIONS IN MIDDLESEX COUNTY TO HELP PEOPLE ATTAIN SAFE, AFFORDABLE AND STABLE HOUSING. UNITED WAY SUPPORTS PROGRAMS THROUGHOUT THE COUNTY THAT PROVIDE SAFE EMERGENCY HOUSING AS WELL AS SERVICES AND SUPPORTS TO ENSURE INDIVIDUALS AND FAMILIES CAN REMAIN SAFELY AND STABLY HOUSED. MIDDLESEX UNITED WAY IS ALSO A LEADER IN THE MIDDLESEX COUNTY COALITION ON HOUSING & HOMELESSNESS WHICH IS WORKING TO END AND PREVENT HOMELESSNESS, THROUGH STRATEGIES INCLUDING HOMELESSNESS PREVENTION AND CREATING SUPPORTIVE HOUSING. FAMILYWIZE PRESCRIPTION DRUG DISCOUNT PROGRAM: MIDDLESEX UNITED WAY PARTNERS WITH THE NATIONAL FAMILYWIZE PRESCRIPTION DRUG DISCOUNT PROGRAM TO HELP INDIVIDUALS AND FAMILIES REDUCE THE COST OF PRESCRIPTION MEDICINE. THE CARD IS FREE AND AVAILABLE TO ANYONE. 2-1-1 INFORMATION AND REFERRAL: MIDDLESEX UNITED WAY SUPPORTS CONNECTICUT'S UNITED WAY 2-1-1 SYSTEM, AN INFORMATION AND REFERRAL SERVICE THAT IS AVAILABLE 24 HOURS, 7 DAYS A WEEK BY DIALING 2-1-1. UNITED WAY 2-1-1 HANDLED 365,488 CALLS IN 2016, INCLUDING NEARLY 13,352 CALLS FROM MIDDLESEX COUNTY. TOP REQUESTS STATEWIDE ARE FOR HOUSING AND SHELTER, UTILITIES AND HEAT, AND COUNSELING. COMMUNITY COLLABORATIVES: UNITED WAY PARTICIPATES IN SEVERAL COMMUNITY COLLABORATIVES, INCLUDING THE AFOREMENTIONED VOLUNTEER INCOME TAX ASSISTANCE PROGRAM AND MIDDLESEX COUNTY COALITION ON HOUSING & HOMELESSNESS. IN ADDITION, UNITED WAY PARTICIPATES IN THE MIDDLETOWN COMMUNITY THANKSGIVING PROJECT, WHICH ASSEMBLES AND DISTRIBUTES NEARLY 1,000 THANKSGIVING BASKETS FOR FAMILIES IN NEED IN MIDDLETOWN. MIDDLESEX UNITED WAY AND ITS STAFF ARE ALSO INVOLVED IN MANY OTHER COMMUNITY COLLABORATIVES, INCLUDING BUT NOT LIMITED TO: THE CREDIT FOR LIFE FAIR; MIDDLESEX COALITION FOR CHILDREN; MIDDLESEX AREA INTERAGENCY COUNCIL; MIDDLETOWN SCHOOL READINESS COUNCIL; OPPORTUNITY KNOCKS STEERING COMMITTEE; MIDDLESEX COMMUNITY COLLEGE CIVIC ENGAGEMENT TASK FORCE; SAFE SCHOOLS HEALTHY STUDENTS COMMITTEE; REFUGEE RESETTLEMENT COALITION; RACIAL JUSTICE COALITION; AND THE SHORELINE BASIC NEEDS TASK FORCE. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE COMPLETED 990 IS GIVEN TO THE AUDIT COMMITTEE FOR REVIEW; THE AUDIT COMMITTEE THEN REPORTS TO THE FULL BOARD OF DIRECTORS AND A COPY OF THE 990 IS GIVEN TO EACH BOARD MEMBER; THE FULL BOARD OF DIRECTORS HAS FINAL APPROVAL |
| FORM 990, PAGE 6, PART VI, LINE 12C | ON AN ANNUAL BASIS, THE POLICY AND RELATED ORGANIZATIONS ARE REVIEWED AND EACH BOARD MEMBER IS REQUIRED TO COMPLETE AND SIGN A POTENTIAL CONFLICT OF INTEREST DISCLOSURE FORM |
| FORM 990, PAGE 6, PART VI, LINE 15A | THE EXECUTIVE DIRECTOR AND RELATED COMPENSATION IS REVIEWED BY THE CHARIMAN OF THE BOARD AS WELL AS THE ENTIRE BOARD OF DIRECTORS. SUCH REVIEW IS COMPLETED IN EXECUTIVE SESSION DURING ONE BOARD MEETING PER YEAR |
| FORM 990, PAGE 6, PART VI, LINE 15B | KEY EMPLOYEES AND THEIR RELATED COMPENSATION IS REVIEWED BY THE CHIEF EXECUTIVE OFFICER. IN ADDITION, AT LEAST ONCE EVERY THREE YEARS, A COMPARISON AMONG SIMILAR SIZE UNITED WAYS IS CONDUCTED AND REVIEWED BY THE PERSONNEL COMMITTEE. |
| FORM 990, PAGE 6, PART VI, LINE 19 | ALL ARE AVAILABLE IN THE OFFICE UPON REQUEST |
| FORM 990, PART XI, LINE 9 | AMOUNTS RAISED ON BEHALF OF OTHERS -267,353 AMOUNTS RAISED ON BEHALF OF OTHERS 267,353 |