UNITED WAY OF COASTAL: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF COASTAL (EIN 06-0864341)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-12-14
- IRS object ID
- 201533489349300008
- Schema version
- 2014v5.0
- 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 | 2015-12-14T08:38:33-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061331879 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDBERG SMITH & CO PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 MAIN STREET 6TH FLOOR | AddressLine1Txt |
| City | BRIDGEPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 066044915 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | 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 FAIRFIELD COUNTY INC | BusinessNameLine1Txt |
| 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 | 2015-12-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RICHARD P OFFENBACH | PreparerPersonNm |
| PTIN | P01236344 | PTIN |
| Phone | 2033665876 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | 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 | $7,079,393 | 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 | TO MOBILIZE OUR COMMUNITIES TO ADVANCE THE COMMON GOOD BY CREATING OPPORTUNITIES FOR ALL BY FOCUSING ON QUALITY EDUCATION, INCOME TO SUPPORT A FAMILY, AND GOOD HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 23 | VotingMembersIndependentCnt |
| Total Employee | 25 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,272,340 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,944,824 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$63,217 | PYInvestmentIncomeAmt |
| CY Investment Income | $15,269 | CYInvestmentIncomeAmt |
| PY Other Revenue | $161,074 | PYOtherRevenueAmt |
| CY Other Revenue | $119,300 | CYOtherRevenueAmt |
| PY Total Revenue | $7,370,197 | PYTotalRevenueAmt |
| CY Total Revenue | $7,079,393 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,077,807 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,148,729 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,655,584 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,480,129 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $641,707 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,304,782 | PYOtherExpensesAmt |
| CY Other Expenses | $2,602,985 | CYOtherExpensesAmt |
| PY Total Expenses | $8,038,173 | PYTotalExpensesAmt |
| CY Total Expenses | $7,231,843 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$667,976 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$152,450 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,058,096 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,436,519 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,901,396 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,432,269 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,156,700 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,004,250 | 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 TO MOBILIZE THE COMMUNITIES TO IMPROVE PEOPLE'S LIVES. THE VISION IS THAT ALL CHILDREN IN NEED IN COASTAL FAIRFIELD COUNTY ARE SUCCESSFUL IN SCHOOL AND PREPARED FOR SUCCESS IN LIFE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,624,064 | ExpenseAmt |
| Grant | $3,148,729 | GrantAmt |
| Desc | CRADLE TO CAREER COLLECTIVE IMPACT: USING DATA, UWCFC HAS BROUGHT COMMUNITY PARTNERS TOGETHER TO WORK SIDE BY SIDE DIRECTING RESOURCES AND ENERGY TO CHANGE UNACCEPTABLE OUTCOMES FOR CHILDREN AND YOUTH CRADLE TO CAREER. FOCUS AREAS INCLUDE SCHOOL READINESS, HIGH SCHOOL GRADUATION AND COLLEGE AND/OR WORKPLACE READINESS. IN BRIDGEPORT, THE STATES LARGEST CITY, UWCFC HAS TAKEN ON THE ROLE OF THE BACKBONE ORGANIZATION FOR BRIDGEPORT PROSPERS. THIS COLLECTIVE BRINGS TOGETHER OVER 125 PARTNERS, UTILIZING THE STRIVE TOGETHER MODEL TO IDENTIFY AND IMPLEMENT STRATEGIES THAT PRODUCE THE CHANGES NEEDED SO ALL CHILDREN ARE READY FOR KINDERGARTEN READING BY 3RD GRADE AND GRADUATING HIGH SCHOOL COLLEGE AND CAREER READY. AS THE BACKBONE ORGANIZATION OF THIS COMMUNITY LED EFFORT, UWCFC PROVIDES TECHNICAL SUPPORT ALONG WITH FUNDING. IN 2015, UWCFC HOSTED THE SECOND ANNUAL COMMUNITY CONVENING FOR BRIDGEPORT PROSPERS, RELEASED THE BASELINE REPORT AND MOVED THE PARTICIPANTS INTO THE ACTION PHASE. IN NORWALK, WE ARE PART OF THE LEADERSHIP TEAM OF NORWALKACTS MOVING THE COMMUNITY TO ACTION PARTICULARLY IN AREAS OF EARLY CHILDHOOD AND EARLY LITERACY, WORKING FROM CRADLE TO CAREER TO IDENTIFY NEEDS AND OFFER STRATEGIC SOLUTION FOR OUR STUGGLING CHILDREN AND FAMILIES, IS THE DIRECTIVE FOR OUR COLLECTIVE IMPACT WORK.CHANGING THE ODDS FOR CHILDREN: WITH THE LARGEST OPPORTUNITY GAP IN AMERICA EXISTING IN CONNECTICUT, UWCFC IS PLAYING A KEY ROLE IN ENSURING CHILDREN WITH DEVELOPMENTAL DELAYS ARE IDENTIFIED EARLY AND FAMILIES ARE PROVIDED WITH SOLUTIONS TO KEEP THOSE CHILDREN ON TRACK TO THEY THRIVE AND ENTER KINDERGARTEN READY TO LEARN. THIS YEAR THE BRIDGEPORT ALLIANCE FOR YOUNG CHILDREN (BAYC) REGISTERED ALMOST 1,000 CHILDREN FOR THE AGES AND STAGES SCREENING QUESTIONNAIRE WITH 1/3 OF KIDS NOTED AS AT RICK FOR DELAYS. EARLY LANGUAGE AND LITERACY IS KEY TO FUTURE SUCCESS AND TO HELP MORE CHILDREN ACHIEVE CRITICAL BENCHMARKS, UWCFC HAS IDENTIFIED SIX SCHOOLS AS EARLY LITERACY SCHOOLS OF HOPE FOCUSING ON 3RD GRADE READING PROFICIENCY. THESE SCHOOLS IN BRIDGEPORT, FAIRFIELD AND NORWALK AND STRATFORD ROUTINELY SEE AN INCREASE IN READING PROFICIENCY OUTPACING THEIR SCHOOL DISTRICTS. CHILDREN IN THESE SCHOOLS ARE ALSO HELPED BY THE FORSTER GRANDPALS PROGRAM, IN WHICH TRAINED SENIORS SPEND 20 HOURS PER WEEK IN CLASSROOMS ASSISTING STRUGGLING READERS. PUTTING THE EMPHASIS ON READING IN SCHOOL AND AT HOME, UWCFC ALSO COLLECTS AND DISTRIBUTES APPROXIMATELY BOOKS (APPROX. 23000) LAST YEAR TO BUILD AT HOME LIBRARIES.NEIGHBORS HELPING NEIGHBORS: IN COASTAL FAIRFIELD COUNTY, ONE IN THREE FAMILIES STRUGGLES TO MAKE ENDS MEET. FOR INDIVIDUALS, THE INCOME PROVERTY THRESHOLD IS $21,944 AND A FAMILY OF FOUR EARNING LESS THAN $64,689 IS CHALLENGED TO MAINTAIN A HOUSEHOLD SURVIVAL BUDGET. THESE FAMILIES STURGGLE TO PAY MONTHLY BILLS AND MOST OFTEN ARE UNABLE TO SAVE FOR EMERGENCIES. IN ADDITION TO DIFFICULTIES WITH MONTHLY EXPENSES, ONE UNEXPECTED BILL, IS A MEDICAL EMERGENCY, A CAR REPAIR OR A HOME REPAIR MAY CAUSE ADDITIONAL FINANCIAL HARDSHIPS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,392,891 | 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 | $188,500 | ExpenseAmt |
| Desc | PROVISION FOR UNCOLLECTIBLE PLEDGES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,205,455 | 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 | Yes (1) | 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 | 63 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 25 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | 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 | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 23 | 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 | UNITED WAY | 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 (34 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) | $185,382 | $0 | $13,205 |
| LYNN ABRAMSON | ||||||
| EMERITUS BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MANNY ANDRADE | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRYAN HUEBNER | ||||||
| EMERITUS BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANNE MCCRORY | ||||||
| EMERITUS BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SAMUEL TINGLEY | ||||||
| VICE CHAIR/INT TREASURER | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BARBARA BUTLER | ||||||
| EMERITUS BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINA BODINE AYSSEH | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CARLOS MELLO | ||||||
| EMERITUS BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOHN MOODY | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DOREEN MADDEN | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| AUGUST SERRA | ||||||
| EMERITUS BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS MCCARTHY | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ERIC STONE | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL TIMPANELLI | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| COLLIN BARON | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| PABLO COLON | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RAYMOND BALDWIN | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| VALERIA SHULTZ-WILSON | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ANITA GLINIECKI | ||||||
| EMERITUS BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TRACEY GOLDEN | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TOM GREEN | ||||||
| EMERITUS BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH CATAPANO | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SUSAN WEINBERGER | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BRIAN GRIFFIN | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MEDHA THOMAS | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DUNCAN O'BRIEN | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT HENDRICK | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT TEFRY | ||||||
| CHAIR | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK BARNHART | ||||||
| SECRETARY | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| REV JEFFREY VON ARX S J | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TOM GENTILE | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GEORGE COLEMAN | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GILES PAYNE | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $185,382 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $13,205 | 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 | $100,851 | RelatedOrganizationsAmt |
| Government Grants | $412,266 | GovernmentGrantsAmt |
| All Other Contributions | $6,431,707 | AllOtherContributionsAmt |
| Total Contributions | $6,944,824 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,269 | TotalRevenueColumnAmt |
| Exclusion | $15,269 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES AN | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $119,300 | TotalRevenueColumnAmt |
| Exclusion | $119,300 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $119,300 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,079,393 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $134,569 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,148,729 | TotalAmt |
| Program Services | $3,148,729 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $185,382 | TotalAmt |
| Program Services | $92,691 | ProgramServicesAmt |
| Management And General | $37,076 | ManagementAndGeneralAmt |
| Fundraising | $55,615 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $998,068 | TotalAmt |
| Program Services | $508,591 | ProgramServicesAmt |
| Management And General | $195,687 | ManagementAndGeneralAmt |
| Fundraising | $293,790 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,818 | TotalAmt |
| Program Services | $107,619 | ProgramServicesAmt |
| Management And General | $41,661 | ManagementAndGeneralAmt |
| Fundraising | $62,538 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,861 | TotalAmt |
| Program Services | $43,116 | ProgramServicesAmt |
| Management And General | $16,691 | ManagementAndGeneralAmt |
| Fundraising | $25,054 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $145,173 | TotalAmt |
| Program Services | $64,964 | ProgramServicesAmt |
| Management And General | $21,596 | ManagementAndGeneralAmt |
| Fundraising | $58,613 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,225 | TotalAmt |
| Program Services | $62,100 | ProgramServicesAmt |
| Management And General | $24,039 | ManagementAndGeneralAmt |
| Fundraising | $36,086 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,385 | TotalAmt |
| Program Services | $7,963 | ProgramServicesAmt |
| Management And General | $7,358 | ManagementAndGeneralAmt |
| Fundraising | $8,064 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,482 | TotalAmt |
| Program Services | $29,205 | ProgramServicesAmt |
| Management And General | $11,306 | ManagementAndGeneralAmt |
| Fundraising | $16,971 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,509 | TotalAmt |
| Program Services | $16,517 | ProgramServicesAmt |
| Management And General | $6,394 | ManagementAndGeneralAmt |
| Fundraising | $9,598 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,138 | TotalAmt |
| Program Services | $9,724 | ProgramServicesAmt |
| Management And General | $3,764 | ManagementAndGeneralAmt |
| Fundraising | $5,650 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COMMUNITY IMPACT INITIA | $1,838,852 | $1,838,852 | ||
| PROVISION FOR UNCOLLECT | $188,500 | $188,500 | ||
| OFFICE SUPPLIES RENTAL | $39,172 | $18,976 | $8,902 | $11,294 |
| DIRECT FUNDRAISING EXPE | $33,136 | $706 | $269 | $32,161 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,413 | TotalAmt |
| Program Services | $67,202 | ProgramServicesAmt |
| Management And General | $9,938 | ManagementAndGeneralAmt |
| Fundraising | $26,273 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,231,843 | TotalAmt |
| Program Services | $6,205,455 | ProgramServicesAmt |
| Management And General | $384,681 | ManagementAndGeneralAmt |
| Fundraising | $641,707 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,833,101 | BOYAmt |
| EOY | $3,802,025 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $948,137 | BOYAmt |
| EOY | $1,198,193 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,162 | BOYAmt |
| EOY | $47,174 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $164,200 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $51,115 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,946 | BOYAmt |
| EOY | $113,085 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $743,367 | BOYAmt |
| EOY | $991,367 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,371,383 | BOYAmt |
| EOY | $1,284,675 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,058,096 | BOYAmt |
| EOY | $7,436,519 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $625,238 | BOYAmt |
| EOY | $400,846 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,276,158 | BOYAmt |
| EOY | $1,031,423 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,901,396 | BOYAmt |
| EOY | $1,432,269 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,258,588 | BOYAmt |
| EOY | $5,213,567 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $747,366 | BOYAmt |
| EOY | $639,937 | 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 | $6,156,700 | BOYAmt |
| EOY | $6,004,250 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,058,096 | BOYAmt |
| EOY | $7,436,519 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$152,450 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| 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 | $8,225,534 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,821,349 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,096,121 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,236,360 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,944,824 | CurrentTaxYearAmt |
| Total | $37,324,188 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,225,534 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,821,349 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,096,121 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,236,360 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,944,824 | CurrentTaxYearAmt |
| Total | $37,324,188 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,642,271 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,719,323 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,587,417 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,226,725 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,830,633 | CurrentTaxYearAmt |
| Total | $21,006,369 | 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 | $3,642,271 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,719,323 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,587,417 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,226,725 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,830,633 | CurrentTaxYearAmt |
| Total | $21,006,369 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $16,317,819 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $118,903 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,431 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,368 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,233 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,269 | CurrentTaxYearAmt |
| Total | $268,204 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $118,903 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,431 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $50,368 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $60,233 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,269 | CurrentTaxYearAmt |
| Total | $268,204 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $124,024 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $181,415 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $140,013 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $161,074 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $119,300 | CurrentTaxYearAmt |
| Total | $725,826 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,468,461 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,026,195 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,286,502 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,457,667 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,079,393 | CurrentTaxYearAmt |
| Total | $38,318,218 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.42590 | PublicSupportCY509Pct |
| Public Support PY509 | 0.43720 | PublicSupportPY509Pct |
| Investment Income CY | 0.00700 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01380 | 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 | $182,450 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $31,704 | GrantsOrScholarshipsAmt |
| End Year Balance | $150,746 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $182,450 | BeginningYearBalanceAmt |
| End Year Balance | $182,450 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $182,450 | BeginningYearBalanceAmt |
| End Year Balance | $182,450 | 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) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| 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 | $46,263 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,024 | DepreciationAmt |
| Book Value | $36,239 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $117,937 | OtherCostOrOtherBasisAmt |
| Depreciation | $41,091 | DepreciationAmt |
| Book Value | $76,846 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $113,085 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER RECEIVABLES | $19,750 |
| ASSETS RESTRICTED FOR LONG TERM INVESTMENT | $150,746 |
| AGENCY ASSETS | $961,034 |
| BENEFICIAL INTEREST IN CHARITABLE TRUST AND PERPETUAL TRUST | $142,034 |
| SECURITY DEPOSITS | $11,111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,284,675 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY LIABILITIES | $961,034 |
| REFUNDABLE ADVANCES ON GRANT | $65,239 |
| CHARITABLE GIFT ANNUITY | $5,150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,031,423 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,509,113 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $11,111 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $11,111 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,498,002 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,581,391 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,581,391 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,079,393 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,661,563 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $11,111 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $11,111 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,650,452 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,581,391 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,581,391 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,231,843 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE INCOME WAS USED FOR OPERATING EXPENSES. |
| 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. IT IS UNITED WAYS POLICY TO RECOGNIZE ANY ESTIMATED INTEREST AND PENALTIES. THE TAX RETURNS OF UNITED WAY FOR THE THREE YEARS ENDED JUNE 30, 2014 ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | AMOUNTS RAISED ON BEHALF OF OTHERS 2,392,891. PROVISION FOR UNCOLLECTIBLE PLEDGES 188,500. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | AMOUNTS RAISED ON BEHALF OF OTHERS 2,392,891. PROVISION FOR UNCOLLECTIBLE PLEDGES 188,500. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|
| COMMUNITY INVESTMENT AWARDS | ||
| 501(C)(3) | $2,392,891 | UNITED WAY ALLOCATION TO AGENCIES AND PROGRAMS |
| GRANT PROGRAMS - DIRECT | ||
| 501(C)(3) | $755,838 | GRANTS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | FormAndLineReferenceDesc |
| Explanation | LAST YEARS, UNITED WAY OF COASTAL FAIRFIELD COUNTY PROVIDED CRITICAL SUPPPORT FOR THESE COMMUNITY MEMBERS BY PROVIDING FUNDING OF $467,077 THROUGH OUR NEIGHBORS HELPING NEIGHBORS PROGRAM AND THROUGH PRIVATE AND GOVERNMENT GRANTS AND OTHER SPECIAL PROGRAM FUNDS. THESE GRANTS HELP LOCAL ORGANIZATIONS PROVIDE ASSISTANCE WITH FOOD SECURITY, HOUSING, RENT AND UTILITY SUPPORT AND STRIVE TO KEEP FAMILIES IN STABLE HOUSING. HOUSING IS KEY TO CREATING STABILITY AND UNITED WAY HAS BEEN A LEADER IN ADDRESSING THE NEEDS OF THE HOMELESS WITH PARTICULAR ATTENTION TO HOMELESS FAMILIES AND YOUTH. THE 10 YEAR PLAN TO PREVENT AND END HOMELESSNESS BECAME A NATIONAL MODEL AND HAS HELPED CREATE A REGIONAL APPROACH TO HOMELESSNESS IN THE STATE OF CONNECTICUT. UWCFC GRANTED $494,242 TO VARIOUS COMMUNITY ORGANIZATIONS IN SUPPORT OF THE HOMELESSNESS WORK IN THE REGION. THROUGH GRANTS FROM AMERICAN RED CROSS AND UNITED WAY WORLDWIDE,UWCFC WAS ABLE TO PROVIDE $245,798 IN HURRICANE SANDY RELIEF FUNDS TO AFFECTED COMMUNITIES. UWCFC ALSO FUNDED 2-1-1 INFOLINE $58,685 TO SUPPORT THAT PROVIDES AN INFORMATION HOTLINE TO CONNECT THOSE IN NEED TO VITAL SERVICES, INCLUDING MENTAL HEALTH SERVICES, COUNSELING, TAX FILING ASSISTANCE (SUCH AS VITA, VOLUNTEER INCOME TAX ASSISTANCE), TRANSPORTATION SERVICES AND QUESTIONS REGARDING EMPLOYMENT. WHEN NEIGHBORHOODS AND FAMILIES THRIVE, SO DO CHILDREN, GIVING THEM THE SUPPORT THEY NEED TO BREAK THE CYCLE OF POVERTY. | ExplanationTxt |
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 | $185,382 | 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 | $13,205 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $198,587 | 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 (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | AS SOON AS THE REPORT BECOMES AVAILABLE, THE FINANCE COMMITTEE REVIEWS IT ON ONE OF ITS MEETINGS. UPON ACCEPTANCE THE REPORT IS PRESENTED TO THE FULL BOARD FOR FINAL REVIEW AND APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH MEMBER OF THE BOARD REVIEWS AND SIGNS UWCFC'S 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 COMPENSATION COMMITTEE MAKES A RECOMMENDATION TO THE FULL BOARD IN ONE OF ITS NON STAFF EXECUTIVE SESSIONS FOR ITS FINAL APPROVAL. |
| 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. |
Comments