2015-12-14T08:38:33-06:00 2015-06-30 061331879 FRIEDBERG SMITH & CO PC 855 MAIN STREET 6TH FLOOR BRIDGEPORT CT 066044915 990 2014-07-01 060864341 UNITED WAY OF COASTAL FAIRFIELD COUNTY INC UNIT 2033396322 855 MAIN STREET 10TH FLOOR BRIDGEPORT CT 06604 MERLE BERKE SCHLESSEL PRESIDENT AND CEO 2033396322 2015-12-11 1 RICHARD P OFFENBACH P01236344 2033665876 2014 2016-04-25 22:37:26Z MERLE BERKE-SCHLESSEL 855 MAIN STREET 10TH FLOOR BRIDGEPORT CT 06604 7079393 0 X WWW.UNITEDWAYCFC.ORG X 1994 CT 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. 24 23 25 0 0 0 7272340 6944824 0 0 -63217 15269 161074 119300 7370197 7079393 3077807 3148729 0 0 1655584 1480129 0 0 641707 3304782 2602985 8038173 7231843 -667976 -152450 8058096 7436519 1901396 1432269 6156700 6004250 X 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. 0 0 3624064 3148729 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. 2392891 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. 188500 PROVISION FOR UNCOLLECTIBLE PLEDGES 6205455 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 63 0 25 1 0 0 0 0 0 1 1 0 0 0 0 X 24 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X X X UNITED WAY 2033396322 855 MAIN STREET 10TH FLOOR BRIDGEPORT CT 06604 MERLE BERKE-SCHLESSEL PRESIDENT & CEO 35.00 X X 185382 0 13205 LYNN ABRAMSON EMERITUS BOARD MEMBER 0.00 X 0 0 0 MANNY ANDRADE BOARD MEMBER 0.00 X 0 0 0 BRYAN HUEBNER EMERITUS BOARD MEMBER 0.00 X 0 0 0 ANNE MCCRORY EMERITUS BOARD MEMBER 0.00 X 0 0 0 SAMUEL TINGLEY VICE CHAIR/INT TREASURER 0.00 X X 0 0 0 BARBARA BUTLER EMERITUS BOARD MEMBER 0.00 X 0 0 0 CHRISTINA BODINE AYSSEH BOARD MEMBER 0.00 X 0 0 0 CARLOS MELLO EMERITUS BOARD MEMBER 0.00 X 0 0 0 JOHN MOODY BOARD MEMBER 0.00 X 0 0 0 DOREEN MADDEN BOARD MEMBER 0.00 X 0 0 0 AUGUST SERRA EMERITUS BOARD MEMBER 0.00 X 0 0 0 THOMAS MCCARTHY BOARD MEMBER 0.00 X 0 0 0 ERIC STONE BOARD MEMBER 0.00 X 0 0 0 PAUL TIMPANELLI BOARD MEMBER 0.00 X 0 0 0 COLLIN BARON BOARD MEMBER 0.00 X 0 0 0 PABLO COLON BOARD MEMBER 0.00 X 0 0 0 RAYMOND BALDWIN BOARD MEMBER 0.00 X 0 0 0 VALERIA SHULTZ-WILSON BOARD MEMBER 0.00 X 0 0 0 ANITA GLINIECKI EMERITUS BOARD MEMBER 0.00 X 0 0 0 TRACEY GOLDEN BOARD MEMBER 0.00 X 0 0 0 TOM GREEN EMERITUS BOARD MEMBER 0.00 X 0 0 0 JOSEPH CATAPANO BOARD MEMBER 0.00 X 0 0 0 SUSAN WEINBERGER BOARD MEMBER 0.00 X 0 0 0 BRIAN GRIFFIN BOARD MEMBER 0.00 X 0 0 0 MEDHA THOMAS BOARD MEMBER 0.00 X 0 0 0 DUNCAN O'BRIEN BOARD MEMBER 0.00 X 0 0 0 ROBERT HENDRICK BOARD MEMBER 0.00 X 0 0 0 ROBERT TEFRY CHAIR 0.00 X X 0 0 0 MARK BARNHART SECRETARY 0.00 X X 0 0 0 REV JEFFREY VON ARX S J BOARD MEMBER 0.00 X 0 0 0 TOM GENTILE BOARD MEMBER 0.00 X 0 0 0 GEORGE COLEMAN BOARD MEMBER 0.00 X 0 0 0 GILES PAYNE BOARD MEMBER 0.00 X 0 0 0 185382 0 13205 1 0 1 0 0 100851 412266 6431707 6944824 15269 15269 ADMINISTRATIVE FEES AN 900099 119300 119300 119300 7079393 0 0 134569 3148729 3148729 185382 92691 37076 55615 998068 508591 195687 293790 211818 107619 41661 62538 84861 43116 16691 25054 145173 64964 21596 58613 122225 62100 24039 36086 23385 7963 7358 8064 57482 29205 11306 16971 32509 16517 6394 9598 19138 9724 3764 5650 COMMUNITY IMPACT INITIA 1838852 1838852 PROVISION FOR UNCOLLECT 188500 188500 OFFICE SUPPLIES RENTAL 39172 18976 8902 11294 DIRECT FUNDRAISING EXPE 33136 706 269 32161 103413 67202 9938 26273 7231843 6205455 384681 641707 4833101 3802025 948137 1198193 23162 47174 164200 51115 138946 113085 743367 991367 1371383 1284675 8058096 7436519 625238 400846 1276158 1031423 1901396 1432269 X 5258588 5213567 747366 639937 150746 150746 6156700 6004250 8058096 7436519 -152450 0 X 0 1 X 1 0 X 8225534 7821349 7096121 7236360 6944824 37324188 8225534 7821349 7096121 7236360 6944824 37324188 3642271 4719323 4587417 4226725 3830633 21006369 0 3642271 4719323 4587417 4226725 3830633 21006369 16317819 118903 23431 50368 60233 15269 268204 118903 23431 50368 60233 15269 268204 124024 181415 140013 161074 119300 725826 8468461 8026195 7286502 7457667 7079393 38318218 0.42590 0.43720 0.00700 0.01380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 150746 150746 182450 31704 150746 182450 182450 182450 182450 182450 182450 1.00000 1 0 46263 10024 36239 117937 41091 76846 0 113085 OTHER RECEIVABLES 19750 ASSETS RESTRICTED FOR LONG TERM INVESTMENT 150746 AGENCY ASSETS 961034 BENEFICIAL INTEREST IN CHARITABLE TRUST AND PERPETUAL TRUST 142034 SECURITY DEPOSITS 11111 1284675 AGENCY LIABILITIES 961034 REFUNDABLE ADVANCES ON GRANT 65239 CHARITABLE GIFT ANNUITY 5150 1031423 X 4509113 11111 11111 4498002 2581391 2581391 7079393 4661563 11111 11111 4650452 2581391 2581391 7231843 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. 0 COMMUNITY INVESTMENT AWARDS 501(C)(3) 2392891 UNITED WAY ALLOCATION TO AGENCIES AND PROGRAMS GRANT PROGRAMS - DIRECT 501(C)(3) 755838 GRANTS PART III STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS 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. X X 0 0 0 0 0 0 0 0 0 MERLE BERKE-SCHLESSEL PRESIDENT & CEO 185382 0 0 0 0 0 13205 0 0 0 198587 0 0 0 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.