UNITED WAY OF SOUTHINGTON INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF SOUTHINGTON INC (EIN 06-0790621)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-13
- IRS object ID
- 201301339349302525
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-05-13T11:52:22-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060415530 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KIRCALDIE RANDALL & MCNAB LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 605 WASHINGTON AVENUE | AddressLine1 |
| City | NORTH HAVEN | City |
| State | CT | State |
| ZIP Code | 064731187 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060790621 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF SOUTHINGTON INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 8606284565 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 WEST CENTER STREET NO 201 | AddressLine1 |
| City | SOUTHINGTON | City |
| State | CT | State |
| ZIP Code | 06489 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | VICTORIA TRIANO | Name |
| Title | PRESIDENT | Title |
| Phone | 8606284565 | Phone |
| Date Signed | 2013-05-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BRIAN S BORGERSON CPA | Name |
| PTIN | P00017928 | PTIN |
| Phone | 2032394478 | Phone |
| Date Prepared | 2013-05-10 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | VICTORIA TRIANO | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 WEST CENTER STREET NO 201 | AddressLine1 |
| City | SOUTHINGTON | City |
| State | CT | State |
| ZIP Code | 06489 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 351618 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | UNITEDWAYOFSOUTHINGTON.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1928 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | THE UNITED WAY OF SOUTHINGTON'S MISSION IS TO FACILITATE A COMMUNITY-WIDE COLLABORATION. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3 | TotalNbrEmployees |
| Total Nbr Volunteers | 276 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 215624 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 228595 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 10860 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1788 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 37111 | OtherRevenuePriorYear |
| Other Revenue Current Year | 20302 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 263595 | TotalRevenuePriorYear |
| Total Revenue Current Year | 250685 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 162838 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 169000 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 86387 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 77136 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 26907 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 72928 | OtherExpensePriorYear |
| Other Expenses Current Year | 40486 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 322153 | TotalExpensesPriorYear |
| Total Expenses Current Year | 286622 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -58558 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -35937 | RevenuesLessExpensesCY |
| Total Assets BOY | 626799 | TotalAssetsBOY |
| Total Assets EOY | 552813 | TotalAssetsEOY |
| Total Liabilities BOY | 209350 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 203749 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 417449 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 349064 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE UNITED WAY OF SOUTHINGTON'S MISSION IS TO FACILITATE A COMMUNITY-WIDE COLLABORATION SO THAT FUNDS CAN BE RAISED AND ASSISTANCE PROVIDED TO ORGANIZATIONS INVOLVED IN HUMAN SERVICE PROGRAMS IN SOUTHINGTON, MARION, MILLDALE AND PLANTSVILLE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 169000 | Expense |
| Grants | 169000 | Grants |
| Description | THE UNITED WAY OF SOUTHINGTON PROVIDES DIRECT FUNDING TO THE MOST IMPORTANT PROGRAMS AT THE 17 MOST IMPORTANT HUMAN SERVICES AGENCIES SERVING OUR GEOGRAPHY. DESIGNATING LOCALLY HELPS ENSURE THE COMMUNITY'S SUCCESS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 65386 | Expense |
| Description | THE UNITED WAY OF SOUTHINGTON IS "SOUTHINGTON PEOPLE HELPING SOUTHINGTON PEOPLE." THESE MONIES ENSURE THE ABILITY TO IMPACT THE COMMUNITY TO HELP ACHIEVE THIS GOAL. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 234386 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 3 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8606284565 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 WEST CENTER STREET NO 201 | AddressLine1 |
| City | SOUTHINGTON | City |
| State | CT | State |
| ZIP Code | 06489 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| DR ANGELO COPPOLA | ||||||
| PRESIDENT | 2.00 | X | X | 0 | 0 | 0 |
| MARC PELLETIER CPA | ||||||
| TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| ROSEMARY DEFEO | ||||||
| ASST TREASURER | 2.00 | X | X | 0 | 0 | 0 |
| JIM BOWES | ||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | |
| REV VICTORIA TRIANO | ||||||
| ASST SECRETARY | 2.00 | X | X | 0 | 0 | 0 |
| MICHAEL F KILLIAN | ||||||
| PAST PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| STUART BROOKS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KEVIN CURTISS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TERRY D'ONOFRIO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RON KLEIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JEFF KRUG | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BARBARA MACKAY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GLORIA BROWN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARK SCIOTA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KATE SIRIGNANO | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GAIL SKRZYPIEC | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| RUTH WARNER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KAYE DAVIS | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 228595 | AllOtherContributions |
| Total Contributions | 228595 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10379 | TotalRevenueColumn |
| Exclusion | $10,379 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 78774 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 87365 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -8591 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -8591 | TotalRevenueColumn |
| Related Or Exempt Function Income | -8591 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 33870 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 13568 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 20302 | TotalRevenueColumn |
| Exclusion | $20,302 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 250685 | TotalRevenueColumn |
| Related Or Exempt Function Income | -8591 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $30,681 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169000 | Total |
| Program Services | 169000 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71762 | Total |
| Program Services | 48798 | ProgramServices |
| Management And General | 10764 | ManagementAndGeneral |
| Fundraising | 12200 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5374 | Total |
| Program Services | 3654 | ProgramServices |
| Management And General | 806 | ManagementAndGeneral |
| Fundraising | 914 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3050 | Total |
| Program Services | 1007 | ProgramServices |
| Management And General | 1036 | ManagementAndGeneral |
| Fundraising | 1007 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3312 | Total |
| Management And General | 3312 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4640 | Total |
| Program Services | 1532 | ProgramServices |
| Management And General | 1576 | ManagementAndGeneral |
| Fundraising | 1532 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3460 | Total |
| Program Services | 1730 | ProgramServices |
| Management And General | 1038 | ManagementAndGeneral |
| Fundraising | 692 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12390 | Total |
| Program Services | 4089 | ProgramServices |
| Management And General | 4212 | ManagementAndGeneral |
| Fundraising | 4089 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2387 | Total |
| Program Services | 788 | ProgramServices |
| Management And General | 811 | ManagementAndGeneral |
| Fundraising | 788 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1672 | Total |
| Program Services | 1672 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2701 | Total |
| Program Services | 891 | ProgramServices |
| Management And General | 919 | ManagementAndGeneral |
| Fundraising | 891 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | FundraisingFundraising | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|---|
| FUND RAISING EXPENSES | 2750 | 2750 | ||
| CAMPAIGN EXPENSES | 1200 | 1200 | ||
| POSTAGE | 1094 | 328 | 438 | 328 |
| UW AMERICA | 748 | 247 | 247 | 254 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1082 | Total |
| Program Services | 540 | ProgramServices |
| Management And General | 273 | ManagementAndGeneral |
| Fundraising | 269 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 286622 | Total |
| Program Services | 234386 | ProgramServices |
| Management And General | 25329 | ManagementAndGeneral |
| Fundraising | 26907 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39801 | BOY |
| EOY | 32781 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63830 | BOY |
| EOY | 75390 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1837 | BOY |
| EOY | 1974 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 40817 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 34129 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 6688 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 519173 | BOY |
| EOY | 435192 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2158 | BOY |
| EOY | 788 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 626799 | BOY |
| EOY | 552813 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7980 | BOY |
| EOY | 3749 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 201370 | BOY |
| EOY | 200000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 209350 | BOY |
| EOY | 203749 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 417449 | BOY |
| EOY | 349064 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 417449 | BOY |
| EOY | 349064 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 626799 | BOY |
| EOY | 552813 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -35937 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -32448 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 335308 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 295087 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 279527 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 215624 | CurrentTaxYearMinus1Year |
| Current Tax Year | 228595 | CurrentTaxYear |
| Total | 1354141 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 335308 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 295087 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 279527 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 215624 | CurrentTaxYearMinus1Year |
| Current Tax Year | 228595 | CurrentTaxYear |
| Total | 1354141 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 1354141 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 35339 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 14507 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | -16025 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 10860 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1788 | CurrentTaxYear |
| Total | 46469 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 200 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 21 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3156 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 37111 | CurrentTaxYearMinus1Year |
| Current Tax Year | 20302 | CurrentTaxYear |
| Total | 60790 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 1461400 | TotalSupport |
| Public Support Pertcentage170 | 0.92660 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.92310 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 40817 | OtherCostOrOtherBasis |
| Depreciation | 34129 | Depreciation |
| Book Value | 6688 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 6688 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (16 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| BOA | 196 | F |
| ALPINE INT'L | 9586 | F |
| AMERICAN CENTURY EQ INC | 20387 | F |
| AMERICAN MF | 36265 | F |
| DODGE & COX INT'L STOCK | 22136 | F |
| FIDELITY AD LEVERAGED STOCK | 105962 | F |
| MFS EMERGING MKTS | 19327 | F |
| AMERICAN NEW WORLD FD | 42600 | F |
| OPPENHEIMER GLOBAL | 4950 | F |
| OPPENHEIMER DEV MKTS | 48665 | F |
| PIMCO GLOBAL MULTI ASSET | 32317 | F |
| T ROWE PRICE EQ INCOME | 10806 | F |
| TEMPLETON DEV MRKTS | 11687 | F |
| TEMPLETON GLOBAL BOND | 9424 | F |
| VANGUARD EQUITY INCOME | 23924 | F |
| MONEY MARKET FD | 36960 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 435192 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALLOCATIONS AND OTHER DISTRIBUTIONS PAYABLE | Description |
| Amount | $200,000 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 200000 | TotalOfAmounts |
| Total Revenue | 250685 | TotalRevenue |
| Total Expenses | 286622 | TotalExpenses |
| Excess Or Deficit For Year | -35937 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -32448 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -32448 | TotalAdjustments |
| Excess Or Deficit Per FS | -68385 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 248533 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -32448 | NetUnrealizedGainsInvestments |
| Other Revenues | 33608 | OtherRevenues |
| Revenue Not Rptd F990 | 1160 | RevenueNotRptdF990 |
| Revenue Subtotal | 247373 | RevenueSubtotal |
| Other Revenues Not Included | 3312 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3312 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 250685 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 316918 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 33608 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 33608 | ExpensesNotRptdF990 |
| Expenses Subtotal | 283310 | ExpensesSubtotal |
| Other Expenses Not Included | 3312 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 3312 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 286622 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2007 AND THAT INCOME TAX FILING POSITIONS WOULD BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE AFFECT ON THE ORGANIZATIONS FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT BENEFITS FROM FUNDRAISING ACTIVITIES 13,568. INKIND DONATIONS 20,040. | |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT MGMT FEES NETTED ON STMTS 3,312. | |
| PART XIII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT BENEFITS FROM FUNDRAISING ACTIVITIES 13,568. INKIND EXPENSES 20,040. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | INVESTMENT MGMT FEES NETTED ON STMTS 3,312. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ANNUAL MEETING | NameOfEvent1 |
| Gross Receipts Event1 | 33870 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 33870 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 13568 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 33870 | GrossReceiptsTotal |
| Gross Revenue Total Events | 33870 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 13568 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 13568 | DirectExpenseSummaryEvents |
| Net Income Summary | 20302 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|
| MARGARET C GRIIFIN CHILD DEVELOPMENT CENTER | ||||||
| 240 MAIN STREET | SOUTHINGTON | CT | 06489 | 060911844 | 37000 | GENERAL USE |
| SOUTHINGTON COMMUNITY YMCA | ||||||
| 29 HIGH STREET | SOUTHINGTON | CT | 06489 | 060646905 | 34000 | GENERAL USE |
| SALVATION ARMY | ||||||
| 855 ASYLUM AVENUE | HARTFORD | CT | 06142 | 135562351 | 24000 | GENERAL USE |
| BREAD FOR LIFE | ||||||
| PO BOX 925 | SOUTHINGTON | CT | 06489 | 061232902 | 10000 | GENERAL USE |
| RETIRED AND SENIOR VOLUNTEER PROGRAM | ||||||
| PO BOX 578 | NEW BRITAIN | CT | 06050 | 061043430 | 8000 | GENERAL USE |
| CHILD GUIDANCE CLINIC OF CENTRAL CT | ||||||
| 384 PRATT ST | MERIDEN | CT | 06451 | 060726055 | 7500 | GENERAL USE |
| COMMUNITY MENTAL HEALTH AFFILIATES | ||||||
| 270 JOHN DOWNEY DR | NEW BRITAIN | CT | 06051 | 060934544 | 16000 | GENERAL USE |
| CONNECTICUT LEGAL SERVICES | ||||||
| 62 WASHINGTON STREET | MIDDLETOWN | CT | 06457 | 060955461 | 5000 | GENERAL USE |
| PRUDENCE CRANDALL CENTER FOR WOMEN | ||||||
| PO BOX 895 | NEW BRITAIN | CT | 06050 | 060968557 | 5000 | GENERAL USE |
| VNA HEALTHCARE | ||||||
| 103 WOODLAND ST | HARTFORD | CT | 06105 | 060646940 | 5000 | GENERAL USE |
| YWCA SEXUAL ASSAULT CRISIS CENTER | ||||||
| 22 GLEN STREET | NEW BRITAIN | CT | 06051 | 060598620 | 5000 | GENERAL USE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 11 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 11 | TotalNbrOfOtherOrganizations |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | REVIEWED BY THE EXECUTIVE DIRECTOR AND A FINANCE COMITTEE ON BEHALF OF THE BOARD BEFORE IT IS FILED. | |
| FORM 990, PART VI, SECTION B, LINE 12 | ANNUAL REVIEW BY BOARD MEMBERS. | |
| FORM 990, PART VI, SECTION B, LINE 15A | BOARD COMMITTEE UTILIZES EMPLOYMENT DATA FOR COMPARABLE ENTITIES. | |
| FORM 990, PART VI, SECTION C, LINE 19 | AVAILABLE UPON WRITTEN REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -32,448. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Comments