UNITED WAY OF COASTAL: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF COASTAL (EIN 06-0864341)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-11-12
- IRS object ID
- 201443169349304504
- Schema version
- 2013v3.0
- 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 | 2014-11-12T15:44:01-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 MAIN STREET 6TH FLOOR | AddressLine1 |
| City | BRIDGEPORT | City |
| State | CT | State |
| ZIP Code | 066044915 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | BRIDGEPORT | City |
| State | CT | State |
| ZIP Code | 06604 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MERLE BERKE SCHLESSEL | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 2033396322 | PhoneNum |
| Signature | 2014-11-07 | 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 | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | MERLE BERKE-SCHLESSEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 MAIN STREET 10TH FLOOR | AddressLine1 |
| City | BRIDGEPORT | City |
| State | CT | State |
| ZIP Code | 06604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $8,013,647 | 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 | 26 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 25 | VotingMembersIndependentCnt |
| Total Employee | 28 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,096,121 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,272,340 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $50,368 | PYInvestmentIncomeAmt |
| CY Investment Income | -$63,217 | CYInvestmentIncomeAmt |
| PY Other Revenue | $140,013 | PYOtherRevenueAmt |
| CY Other Revenue | $161,074 | CYOtherRevenueAmt |
| PY Total Revenue | $7,286,502 | PYTotalRevenueAmt |
| CY Total Revenue | $7,370,197 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,218,868 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,077,807 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,719,054 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,655,584 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $787,149 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $910,553 | PYOtherExpensesAmt |
| CY Other Expenses | $3,304,782 | CYOtherExpensesAmt |
| PY Total Expenses | $7,848,475 | PYTotalExpensesAmt |
| CY Total Expenses | $8,038,173 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$561,973 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$667,976 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,933,808 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,058,096 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,109,132 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,901,396 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $6,824,676 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $6,156,700 | 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 | $3,949,922 | ExpenseAmt |
| Grant | $541,502 | GrantAmt |
| Desc | FOR THOUSANDS OF COASTAL FAIRFIELD COUNTY KIDS, A GOOD EDUCATION, HEALTH AND A STABLE FAMILY INCOME ARE NOT A GIVEN. WHAT WE DO IS SIMPLE. WE BRING TOGETHER PEOPLE WITH PASSION, EXPERTISE AND RESOURCES FROM ACROSS THE COMMUNITY TO GET THINGS DONE AND HELP SOLVE PROBLEMS. IT TAKES STRONG COLLABORATION TO CHANGE THE ODDS FOR CHILDREN IN COASTAL FAIRFIELD COUNTY AND THAT IS WHAT WE DO BEST. FROM EARLY CHILDHOOD THROUGH HIGH SCHOOL, UNITED WAY PARTNERSHIPS HELP CHILDREN IN POVERTY ENTER KINDERGARTEN READY TO LEARN, PROVIDE SUPPORT TO BUILD LITERACY AND READING SKILLS, AND HELP TEENS GRADUATE ON TIME. WITH OUR EARLY LEARNING INITIATIVE FROM BIRTH TO 8 YEARS OLD, A CHILD'S FOUNDATION FOR FUTURE LEARNING IS BUILT. THIS YEAR, HE HAVE SUPPLIED BOOKS TO NEWBORNS AND THEIR PARENTS AT NORWALK HOSPITAL, TO CHILDREN IN THE REACH OUT AND READ PROGRAM AND THROUGH THE READ AT HOME INITIATIVE, HELPED 1600 STUDENTS READ AT GRADE LEVEL IN OUR SIX SCHOOLS OF HOPE; CONTINUED KICKOFF TO KINDERGARTEN SUMMER PROGRAM TO PREPARE PRESCHOOLERS FOR KINDERGARTEN; PROVIDED GRANDPALS, A CARING ADULT FOR STUDENTS AT OUR SCHOOLS OF HOPE; SECURED RESOURCES FROM HOME DAYCARE TO ENHANCE EARLY LEARNING; EDUCATED NEW MOMS ON THE IMPORTANCE OF READING, PLAYING AND SINGING WITH THEIR BABY FROM BIRTH;ENROLLED FAMILIES IN HUSKY AND WIC; SCREENED BABIES FOR HELP ME GROW PROGRAM;PROVIDED OVER 20,000 BOOKS FOR CHILDREN'S HOME LIBRARIES. GRADUATION: MANY FACTORS CONTRIBUTE TO THE RATE OF GRADUATION AT SCHOOLS WHERE CHILDREN ARE LIVING IN POVERTY. WE PROVIDED INDIRECT SUPPORT THAT MATCHED 150 MENTORS AND MENTEES THAT HELPED INCREASED THE GRADUATION RATE; HELPED HIGH SCHOOL STUDENTS WITH THEIR FAFSA APPLICATIONS TO ENSURE THEY HAVE THE RESOURCES TO GO TO COLLEGE;WORKED WITH MIDDLE SCHOOL STUDENTS TO BUILD SELF-ESTEEM AND CONFIDENCE TO SMOOTH THE TRANSITION TO HIGH SCHOOL; INCREASED AWARENESS ABOUT THE VALUE OF MENTORING THROUGH OUR ELECTED OFFICIALS MENTORING CHALLENGE. FAMILY FINANCIAL STABILITY; SOMETIMES IT TAKES JUST ONE THING TO HAPPEN UNEXPECTEDLY TO CREATE FAMILY FINANCIAL TURMOIL. THE COST OF LIVING IN COASTAL FAIRFIELD COUNTY MAKES IT DIFFICULT FOR ONE OUT OF THREE FAMILIES TO MEET THEIR FINANCIAL OBLIGATIONS AND SAVE FOR THE FUTURE. THE IMPACT OF HOMELESSNESS AND MOVING FROM SHELTER TO SHELTER CREATES OVERWHELMING PROBLEMS, AND CHILDREN SUFFER DUE TO ABSENTEEISM, AFFECTING THEIR ABILITY TO LEARN AND STAY ON GRADE LEVEL. THIS YEAR WE HAVE HELPED 3,389 INDIVIDUALS AND FAMILIES WITH LOWER INCOME FILE TAX RETURNS THROUGH THE VITA(VOLUNTEER INCOME TAX ASSISTANCE)PROGRAM;HELPED TAXPAYERS RECEIVE OVER $2 MILLION IN FEDERAL EARNED INCOME TAX CREDITS:PROVIDED SAFETY-NET FUNDING OF $450,000 THROUGH OUR NEIGHBORS HELPING NEIGHBORS PROGRAM TO MEET THE INCREASING DEMAND FOR BASIC NEEDS, $209,000 IN HURRICANE SANDY RELIEF FUNDS, $215,000 IN EMERGENCY FOOD AND SHELTER FUNDS, AND $618,631 IN FAMILYWIZE DISCOUNT PRESCRIPTION PROGRAM. WITH OUR HOMELESSNESS INITIATIVE, WE HELPED REDUCE THE CHRONIC HOMELESSNESS RATE IN BRIDGEPORT BY 50% BY HELPING PROVIDE HOUSING TO 55 CHRONICALLY HOMELESS INDIVIDUALS THROUGH THE BRIGEPORT HOUSING FIRST COLLABORATIVE; PROVIDED SUPPORTIVE HOUSING WITH HEALTH CARE COORDINATION TO 20 MEDICALLY VULNERABLE HOMELESS INDIVIDUALS WHO WERE HIGH UTILZERS OF MEDICAID SERVICES WHICH TRANSLATED TO MEDICAID COST SAVINGS OF ABOUT $550,000 PER YEAR. COLLECTIVE IMPACT: MOVES BEYOND COLLABORATION AND PROVIDES FOR THE DEVELOPMENT OF A CIVIC INFRASTRUCTURE (STRUCTURE, PROCESSES, TOOLS) THAT ENABLES A COMMUNITY TO WORK TOGETHER MORE EFFECTIVELY, USE DATA MORE STRATEGICALLY, IDENTIFY AND IMPROVE THAT WORKS AND DIRECT RESOURCES IN A MORE EVIDENCED BASED, COORDINATE WAY TO SUPPORT SUCCESS FOR CHILDREN AND FAMILIES. UNITED WAY OF COASTAL FAIRFIELD COUNTY IS SERVING AS THE BACKBONE ORGANIZATION IN BUILDING BRIDGEPORT'S STRIVE TOGETHER CRADLE TO CAREER CIVIC INFRASTRUCTURE AND IS PARTICIPATING IN THE NORWALK ACTS INITIATIVE CURRENTLY UNDERWAY.VOLUNTEER ENGAGEMENT:ONE OF THE THINGS WE DO BEST IS ENGAGE THE COMMUNITY. IT COMES IN MANY FORMS, BUT ALL HAVE THE SAME RESULT - RAISING AWARENESS OF THE ISSUES IN THE COMMUNITY AS WELL MAKING CHANGE HAPPEN. WHETHER IT IS THROUGH VOLUNTEER TAX PREPARERS, PUT IN TIME AND PROJECT HOMELESS CONNECT. MENTORING, READERS AT OUR SCHOOLS OF HOPE, GRANDPALS AT OUR SCHOOLS OF HOPE, AND DAY OF CARING ACTIVITIES. 6,439 VOLUNTEERS PROVIDED 32,195 HOURS IN VOLUNTEER TIME. WITH A VALUE OF $26.97 PER HOURS, THESE VOLUNTEERS BROUGHT $868,621 OF ECONOMIC VALUE TO THE COMMUNITY. CONNECTICUT 2-1-1: WE PROVIDED FINANCIAL SUPPORT TO 2-1-1 INFOLINE, CONNECTICUT'S TOLL-FREE INFORMATION AND REFERRAL SERVICE THAT CONNECTS STATE RESIDENTS TO THE RESOURCES THEY NEED 24 HOURS A DAY, EVERY DAY OF THE YEAR. 2-1-1 IS ALSO HEAVILIY INVOLVED IN LOCAL DISASTER PLANNING, RESPONSE AND RECOVERY. A CALL TO 2-1-1 WILL CONNECT RESIDENTS TO HIGHLY TRAINED CALL SPECIALISTS WHO WILL LISTEN TO THEIR NEEDS AND MAKE THE APPROPRIATE REFERRALS TO COMMUNITY RESOURCES. THIS YEAR 63,254 CALLS WERE SERVICED FOR COASTAL FAIRFIELD COUNTY RESIDENCES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,536,305 | ExpenseAmt |
| Grant | $2,536,305 | GrantAmt |
| 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $196,200 | ExpenseAmt |
| Desc | PROVISION FOR UNCOLLECTIBLE PLEDGES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,682,427 | 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 | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 28 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 26 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 25 | 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 | 0 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | BRIDGEPORT | City |
| State | CT | State |
| ZIP Code | 06604 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| 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 | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BARBARA BUTLER | ||||||
| EMERITUS BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINA BODINE | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CARLOS MELLO | ||||||
| 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 | |
| JEFFREY RUDEN | ||||||
| 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 | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TRACEY GOLDEN | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| TOM GREEN | ||||||
| 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 | |
| REV JEFFREY VON ARX S J | ||||||
| BOARD MEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MERLE BERKE-SCHLESSEL | ||||||
| PRESIDENT & CEO | 40.00 | $184,013 | $0 | $12,881 | Yes (X) | |
| SAMUEL TINGLEY | ||||||
| VICE CHAIR/INT TREASURER | 0.00 | $0 | $0 | $0 | Yes (X) | |
| ROBERT TEFRY | ||||||
| CHAIR | 0.00 | $0 | $0 | $0 | Yes (X) | |
| MARK BARNHART | ||||||
| SECRETARY | 0.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $184,013 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $12,881 | 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 | $77,185 | RelatedOrganizationsAmt |
| Government Grants | $546,219 | GovernmentGrantsAmt |
| All Other Contributions | $6,648,936 | AllOtherContributionsAmt |
| Total Contributions | $7,272,340 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $60,233 | TotalRevenueColumnAmt |
| Exclusion | $60,233 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $520,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $643,450 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | -$123,450 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$123,450 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$123,450 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADMINISTRATIVE FEES AND OTHER INC | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $161,074 | TotalRevenueColumnAmt |
| Exclusion | $161,074 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $161,074 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,370,197 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$123,450 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $221,307 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,077,807 | TotalAmt |
| Program Services | $3,077,807 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $184,013 | TotalAmt |
| Program Services | $80,966 | ProgramServicesAmt |
| Management And General | $49,684 | ManagementAndGeneralAmt |
| Fundraising | $53,363 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,111,479 | TotalAmt |
| Program Services | $489,050 | ProgramServicesAmt |
| Management And General | $300,099 | ManagementAndGeneralAmt |
| Fundraising | $322,330 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $259,423 | TotalAmt |
| Program Services | $114,146 | ProgramServicesAmt |
| Management And General | $70,044 | ManagementAndGeneralAmt |
| Fundraising | $75,233 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100,669 | TotalAmt |
| Program Services | $44,294 | ProgramServicesAmt |
| Management And General | $27,181 | ManagementAndGeneralAmt |
| Fundraising | $29,194 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,375 | TotalAmt |
| Program Services | $89,702 | ProgramServicesAmt |
| Management And General | $32,659 | ManagementAndGeneralAmt |
| Fundraising | $71,014 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $90,283 | TotalAmt |
| Program Services | $52,365 | ProgramServicesAmt |
| Management And General | $18,282 | ManagementAndGeneralAmt |
| Fundraising | $19,636 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,252 | TotalAmt |
| Program Services | $34,946 | ProgramServicesAmt |
| Management And General | $12,201 | ManagementAndGeneralAmt |
| Fundraising | $13,105 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,226 | TotalAmt |
| Program Services | $12,891 | ProgramServicesAmt |
| Management And General | $4,501 | ManagementAndGeneralAmt |
| Fundraising | $4,834 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,171 | TotalAmt |
| Program Services | $12,279 | ProgramServicesAmt |
| Management And General | $4,287 | ManagementAndGeneralAmt |
| Fundraising | $4,605 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| COMMUNITY IMPACT INITIA | $2,338,754 | $2,338,754 | ||
| DIRECT FUNDRAISING EXPE | $53,578 | $53,578 | ||
| COMMUNITY EVENTS | $53,457 | $16,117 | $37,340 | |
| OFFICE SUPPLIES RENTAL | $40,047 | $22,231 | $8,995 | $8,821 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $431,639 | TotalAmt |
| Program Services | $296,879 | ProgramServicesAmt |
| Management And General | $40,838 | ManagementAndGeneralAmt |
| Fundraising | $93,922 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,038,173 | TotalAmt |
| Program Services | $6,682,427 | ProgramServicesAmt |
| Management And General | $568,597 | ManagementAndGeneralAmt |
| Fundraising | $787,149 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,394,838 | BOYAmt |
| EOY | $4,833,101 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $965,017 | BOYAmt |
| EOY | $948,137 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,270 | BOYAmt |
| EOY | $23,162 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $159,229 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,283 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $665,960 | BOYAmt |
| EOY | $138,946 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,274,543 | BOYAmt |
| EOY | $743,367 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,595,180 | BOYAmt |
| EOY | $1,371,383 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,933,808 | BOYAmt |
| EOY | $8,058,096 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $623,331 | BOYAmt |
| EOY | $625,238 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,485,801 | BOYAmt |
| EOY | $1,276,158 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,109,132 | BOYAmt |
| EOY | $1,901,396 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,888,691 | BOYAmt |
| EOY | $5,258,588 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $753,535 | BOYAmt |
| EOY | $747,366 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,450 | BOYAmt |
| EOY | $150,746 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,824,676 | BOYAmt |
| EOY | $6,156,700 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,933,808 | BOYAmt |
| EOY | $8,058,096 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$667,976 | 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 | $8,477,662 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,225,534 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,821,349 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,096,121 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,236,360 | CurrentTaxYearAmt |
| Total | $38,857,026 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,477,662 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,225,534 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,821,349 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,096,121 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,236,360 | CurrentTaxYearAmt |
| Total | $38,857,026 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,058,014 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,642,271 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,719,323 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,587,417 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,226,725 | CurrentTaxYearAmt |
| Total | $21,233,750 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,058,014 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,642,271 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,719,323 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,587,417 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,226,725 | CurrentTaxYearAmt |
| Total | $21,233,750 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $17,623,276 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $304,881 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $118,903 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,368 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,233 | CurrentTaxYearAmt |
| Total | $557,816 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $304,881 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $118,903 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,431 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $50,368 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $60,233 | CurrentTaxYearAmt |
| Total | $557,816 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $284,627 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $124,024 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $181,415 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $140,013 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $161,074 | CurrentTaxYearAmt |
| Total | $891,153 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,067,170 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,468,461 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,026,195 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,286,502 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,457,667 | CurrentTaxYearAmt |
| Total | $40,305,995 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.43720 | PublicSupportCY509Pct |
| Public Support PY509 | 0.45060 | PublicSupportPY509Pct |
| Investment Income CY | 0.01380 | InvestmentIncomeCYPct |
| Investment Income PY | 0.01480 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | ADMIN AND OTHER INCOME - 2009 AMOUNT: $ 284,627. 2010 AMOUNT: $ 124,024. 2011 AMOUNT: $ 181,415. 2012 AMOUNT: $ 140,013. 2013 AMOUNT: $ 161,074. | ExplanationTxt |
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 | $182,450 | BeginningYearBalanceAmt |
| Grants Or Scholarships | $31,704 | GrantsOrScholarshipsAmt |
| End Year Balance | $150,746 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $182,450 | BeginningYearBalanceAmt |
| End Year Balance | $182,450 | 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 | $771 | DepreciationAmt |
| Book Value | $45,492 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $112,966 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,512 | DepreciationAmt |
| Book Value | $93,454 | 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 | $138,946 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER RECEIVABLES | $6,101 |
| ASSETS RESTRICTED FOR LONG TERM INVESTMENT | $150,746 |
| AGENCY ASSETS | $1,026,718 |
| BENEFICIAL INTEREST IN CHARITABLE TRUST AND PERPETUAL TRUST | $158,177 |
| DUE FROM UWW TRI STATE | $7,750 |
| SECURITY DEPOSITS | $21,891 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,371,383 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| AGENCY LIABILITIES | $1,026,718 |
| REFUNDABLE ADVANCES ON GRANT | $245,668 |
| CHARITABLE GIFT ANNUITY | $3,772 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,276,158 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,696,658 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $58,966 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $58,966 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,637,692 | RevenueSubtotalAmt |
| Other Revenues Not Included | $2,732,505 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $2,732,505 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $7,370,197 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,364,634 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $58,966 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $58,966 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,305,668 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $2,732,505 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $2,732,505 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $8,038,173 | 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, 2013 ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | AMOUNTS RAISED ON BEHALF OF OTHERS 2,536,305. PROVISION FOR UNCOLLECTIBLE PLEDGES 196,200. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | AMOUNTS RAISED ON BEHALF OF OTHERS 2,536,305. PROVISION FOR UNCOLLECTIBLE PLEDGES 196,200. |
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) | $2,536,305 | UNITED WAY ALLOCATION TO AGENCIES AND PROGRAMS |
| GRANT PROGRAMS - DIRECT | ||
| 501(C)(3) | $541,502 | GRANTS |
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 | $184,013 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $12,881 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $196,894 | 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 | THE FINANCE COMMITTEE REVIEWS THE FORM 990 IN ONE OF ITS MEETINGS ONCE IT IS AVAILABLE. 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. THE POLICY IS ALSO PART OF NEW BOARD MEMBER PACKET HANDED OUT WITH ORIENTATION DOCUMENTS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE CEO'S COMPENSATION PACKAGE IS REVIEWED AND EVALUATED BY A COMPENSATION COMMITTEE COMPRISED OF CURRENT BOARD CHAIR, IMMEDIATE PAST CHAIR AND ONE OR TWO OTHER BOARD MEMBERS WHO HAVE EXPERTISE IN THE FIELD. THE COMPENSATION COMMITTEE MAKES A RECOMMENDATION TO THE EXECUTIVE COMMITTEE FOR FINAL APPROVAL. |
| FORM 990, PART VI, SECTION C, LINE 19 | UWCFC POLICIES AND AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE FOR REVIEW AND FOR DOWNLOAD AT WWW.UNITEDWAYCFC.ORG/FINANCIALS. FORM 990 IS ALSO AVAILABLE AT GUIDESTAR.ORG. FINANCIAL STATEMENTS CAN ALSO BE REQUESTED IN WRITING TO CFO UWCFC AT 855 MAIN STREET 10TH FLOOR BRIDGEPORT CT 06604. |
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