UNITED WAY OF COASTAL: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF COASTAL (EIN 06-0864341)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-12-15
- IRS object ID
- 201123539349300617
- Schema version
- 2010v3.4
- 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 | 2011-12-15T13:00:44-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDBERG SMITH & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060864341 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF COASTAL FAIRFIELD COUNTY INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIT | NameControl |
| Phone | 2033345106 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 WASHINGTON AVENUE | AddressLine1 |
| City | BRIDGEPORT | City |
| State | CT | State |
| ZIP Code | 06604 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MERLE BERKE SCHLESSEL | Name |
| Title | PRESIDENT AND CEO | Title |
| Phone | 2033345106 | Phone |
| Date Signed | 2011-12-08 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID ZIEFF | Name |
| Phone | 2033665876 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MERLE BERKE SCHLESSEL | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 WASHINGTON AVENUE | AddressLine1 |
| City | BRIDGEPORT | City |
| State | CT | State |
| ZIP Code | 06604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 8791736 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.UNITEDWAYCFC.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1994 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | 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. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 31 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 29 | NbrIndependentVotingMembers |
| Total Nbr Employees | 28 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 8226835 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8225534 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 255744 | InvestmentIncomePriorYear |
| Investment Income Current Year | 38069 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 284627 | OtherRevenuePriorYear |
| Other Revenue Current Year | 124024 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8767206 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8387627 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 6735294 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 5839188 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 1675693 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 1701680 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 827750 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 979812 | OtherExpensePriorYear |
| Other Expenses Current Year | 1167143 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9390799 | TotalExpensesPriorYear |
| Total Expenses Current Year | 8708011 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -623593 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -320384 | RevenuesLessExpensesCY |
| Total Assets BOY | 9686821 | TotalAssetsBOY |
| Total Assets EOY | 9497509 | TotalAssetsEOY |
| Total Liabilities BOY | 1879069 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1929307 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 7807752 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7568202 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | SERVES THE COMMUNITIES OF BRIDGEPORT FAIRFIELD MONROE TRUMBULL STRATFORD EASTON WESTPORT WESTON NORWALK WILTON DARIEN NEW CANAAN. TO MOBILIZE THE COMMUNITY TO IMPROVE PEOPLES LIVES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2599743 | Expense |
| Description | UNITED WAY DISTRIBUTES FUND TO VARIOUS NON-PROFIT ORGANIZATION THROUGH ITS OPEN DONOR-DESIGNATION POLICY. DONOR DESIGNATIONS IS A SERVICE PROVIDED BY UNITED WAY AS A CONVENIENCE TO OUR DONORS WHO MAY WANT TO DIRECT ALL OR A PORTION OF THEIR CONTRIBUTION TO ANOTHER NONPROFIT AGENCY OR UNITED WAY. IN THESE TRANSACTIONS, UNITED WAY ACTS AS AN AGENT THAT COLLECTS AND DISBURSES THE FUNDS ON BEHALF OF THE DONORS. IT IS NOT A MISSION-ORIENTED FUNCTION, AND CONSEQUENTLY, UNITED WAY DOES NOT MONITOR OR REQUIRE RECIPIENT ORGANIZATIONS TO PROVIDE INFORMATION RELATIVE TO THE USE AND RESULTS OF THESE CONTRIBUTIONS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2399530 | Expense |
| Description | UNITED WAY OF COASTAL FAIRFIELD COUNTY IS FOCUSED ON ADVANCING THE COMMON GOOD BY CREATING OPPORTUNITIES FOR A BETTER LIFE FOR ALL. WE ARE ADDRESSING CRITICAL ISSUES THAT ARE NECESSARY FOR A GOOD LIFE - A QUALITY EDUCATION THAT LEADS TO A STABLE JOB, ENOUGH INCOME TO SUPPORT A FAMILY THROUGH RETIREMENT AND GOOD HEALTH. OUR COMMUNITY INVESTMENTS AND PARTNERSHIPS ARE FOCUSED ON PREPARING MORE CHILDREN FOR SUCCESS IN SCHOOL SO THEY WILL GRADUATE HIGH SCHOOL READY FOR COLLEGE OR TECHNICAL CAREERS; PROVIDING LOW INCOME FAMILIES WITH TOOLS TO HELP THEM MANAGE THEIR FINANCIAL RESOURCES SO THEY CAN SAVE FOR A HOME, COLLEGE OR DEAL WITH UNANTICIPATED EXPENSES; SUPPORTING COMMUNITY EFFORTS TO REDUCE HOMELESSNESS; ADDRESSING ISSUES THAT IMPACT HEALTH BY SUPPORTING COMMUNITY COALITIONS TO INCREASE ACCESS TO HEALTHY FOOD AND EXERCISE. HEALTHY CHOICES - $196,520 UNITED WAY SUPPORTS POSITIVE YOUTH INITIATIVES AND PROGRAMS IN WESTPORT, WESTON, WILTON AND DARIEN. EACH TOWN HAS THEIR OWN PLAN BUT THEY ARE ALL WORKING TO KEEP TEENS AVOID RISKY BEHAVIORS, GROW SOCIALLY AND EMOTIONALLY, AND MOVE SUCCESSFULLY INTO ADULTHOOD. REDUCING UNDERAGE DRINKING AND OTHER HARMFUL SUBSTANCES IS A PRIMARY OBJECTIVE AND RECENT SURVEYS SHOW THAT THE WORK THAT IS BEING DONE IS GETTING RESULTS. UNITED WAY WAS INSTRUMENTAL IN BRINGING AN INNOVATIVE TRANSPORTATION PROGRAM ITN COASTAL CT, INC TO OUR AREA. SENIORS AND INDIVIDUALS WHO ARE SIGHT IMPAIRED JOIN THE ORGANIZATION AND GAIN ACCESS TO RESOURCES THAT PROVIDE RIDES THAT KEEP THEM ENGAGED AND ACTIVE. ACCESS TO HEALTH CARE - $229,500 OUR WORK WITH YOUNG CHILDREN AND TEENS HAS HIGHLIGHTED THE IMPORTANCE OF ACCESS TO PREVENTION AND INTERVENTION SERVICES. CHILD FIRST STARTED IN BRIDGEPORT AND EXPANDED TO NORWALK AND HAS PROVEN TO BE SO SUCCESSFUL THAT IT IS BEING LOOKED AT AS A NATIONAL MODEL FOR WORKING WITH YOUNG CHILDREN AND THEIR FAMILIES TO IDENTIFY AND PREVENT SERIOUS BEHAVIORAL ISSUES IN LATER YEARS. OUR SUPPORT GIVES FAMILES AND THEIR CHILDREN ACCESS TO MENTAL AND BEHAVIORAL HEALTH COUNSELING. UNFORTUNATELY, IN THESE DIFFICULT ECONOMIC TIMES THE NEED FOR THESE SERVICES CONTINUES TO GROW. CT 2-1-1- $63,000 CONNECTICUT HAS A FREE INFORMATION AND REFERRAL SERVICE THAT ALLOWS RESIDENTS TO CALL THE NUMBER 2-1-1 TO GET INFORMATION ABOUT A WIDE RANGE OF TOPICS. CALLERS REACH KNOWLEDGEABLE, MULTILLINGUAL STAFF THAT ARE ABLE TO PROVIDE INFORMATION ON SUBJECTS THAT INCLUDE MENTAL HEALTH CARE, SENIOR SERVICES, SUBSTANCE ABUSE, ENERGY, FOOD AND HOUSING ASSISTANCE, CHILD CARE SERVICES AND MUCH MORE. 2-1-1 IS A PARTNERSHIP SUPPORTED BY THE STATE OF CONNECTICUT AND CONNECTICUT UNITED WAYS.COMMUNITY AND VOLUNTEER ENGAGEMENT - $85,410 OUR GOAL IS TO MOBILIZE THE CARING POWER OF THE COMMUNITY THROUGH VOLUNTEERISM. WE HAVE CREATED A PARTNERSHIP WITH THE HUMAN SERVICES COUNCIL TO MANAGE THE VOLUNTARY ACTION CENTER AND WE ARE WORKING WITH CORPORATIONS AND AGENCIES TO CONNECT MORE VOLUNTEERS WITH OPPORTUNITIES IN OUR COMMUNITIES. FROM INDIVIDUAL TUTORING OPPORTUNITIES TO GROUP NEIGHBORHOOD BEAUTIFICATION PROJECTS, WE HAVE HUNDREDS OF VOLUNTEER OPPORTUNITIES AVAILABLE. NO MATTER WHAT EXPERIENCE OR TIME YOU HAVE TO GIVE, THERE ARE MANY WAYS TO MAKE A SIGNIFICANT IMPACT IN THE COMMUNITY. ACHIEVING GREATER FINANCIAL STABILITY - $265,438 THE FINANCIAL EMPOWERMENT CENTER OF GREATER BRIDGEPORT PROVIDES SERVICES THAT RANGE FROM BUDGET COACHING, SCREENING FOR ACCESS TO PROGRAMS LIKE SNAP AND HUSKY, TAX PREP ASSISTANCE, AND INFORMATION ABOUT SETTING UP INDIVIDUAL DEVELOPMENT ACCOUNTS. THE FINANCIAL RESOURCE CENTER IS ESTIMATED TO HELP OVER 3,500 FAMILIES EACH YEAR. WE ARE ALSO WORKING TO RAISE AWARENESS ABOUT THE AVALABILITY OF THE FREE TAX PREPARATION ASSISTANCE PROVIDED THROUGH THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM. LAST YEAR, 3,026 TAX RETURNS WERE COMPLETED AND FAMILIES SAVED $453,900 IN TAX PREP FEES AND RECEIVED OVER $4 MILLION IN REFUNDS. INCREASE AFFORDABLE HOUSING AND REDUCE HOMELESSNESS - $230,798 OUR UNITED WAY HAS BEEN A LEADER IN WORK TO END HOMELESSNESS. WE ARE ACTIVE SUPPORTERS AND PARTICIPANTS IN THE WORK OUTLINED IN THE GREATER BRIDGEPORT 10 YEAR PLAN TO END HOMELESSNESS WHICH IS IN ITS FIFTH YEAR AND THE RECENTLY DEVELOPED GREATER NORWALK 10 YEAR PLAN TO PREVENT AND END HOMELESSNESS. THIS PAST YEAR, WE PROVIDED FUNDING FOR AN INNOVATIVE PROGRAM IMPLEMENTED THROUGH THE GREATER BRIDGEPORT HOUSING FIRST TEAM. 48 FAMILIES REPRESENTING 58 ADULTS AND 77 CHILDREN WERE PLACED IN SUPPORTIVE HOUSING UNITS. WE ALSO SUPPORT THE FAIRFIELD COUNTY AFFORDABLE HOUSING COLLABORATIVE, A GROUP THAT PROVIDES OPERATING SUPPORT GRANTS AND RELATED TECHNICAL ASSISTANCE TO STRENGTHEN THE PRODUCTIVITY AND SUSTAINABILITY OF NON PROFIT HOUSING DEVELOPERS. PROVIDING BASIC NEEDS SAFETY NET SERVICES - $441,057 UNITED WAY AND THE GE FOUNDATION CONTINUED TO PARTNER ON THE NEIGHBORS HELPING NEIGHBORS INITIATIVE. LOCAL FOOD PANTRIES, SHELTERS AND AGENCIES WITH ESTABLISHED EMERGENCY ASSISTANCE PROGRAMS WERE AWARDED GRANTS TO MEET THE INCREASED NEED. IN WESTPORT A SPECIFIC INITIATIVE CALLED THE WARM UP FUND CONTINUED TO ENSURE THAT ADDITIONAL FUNDS WERE AVALABLE TO ASSIST RESIDENTS WITH EMERGENCY FUEL ASSISTANCE. READINESS TO ACHIEVE IN SCHOOL $289,318 UNITED WAY WORKS WITH THE BRIDGEPORT ALLIANCE FOR YOUNG CHILDREN AND THE NORWALK EARLY CHILDHOOD COUNCIL TO CHANGE COMMUNITY CONDITIONS FOR YOUNG CHILDREN AND THEIR FAMILIES. THESE COLLABORATIVE EFFORTS HAVE REDUCED THE NUMBER OF CHILDREN THAT ENTER KINDERGARTEN WITH NO PRE-K EXPERIENCE, INCREASED THE NUMBER OF PARENTS WHO UNDERSTAND AND ENGAGE IN AGE APPORPRIATE LEARNING ACTIVITIES WITH THEIR YOUNG CHILDREN AND EXPANDED RESOURCES SO BEHAVIORAL AND DEVELOPMENTAL ISSUES CAN BE IDENTIFIED AND ADDRESSED EARLY. HEALTHY BODIES - $55,500 UNITED WAY HELPED CREATE A COMMUNITY EFFORT TO ADDRESS THE RISE IN THE NUMBER OF CHILDREN WHO ARE CONSIDERED TO BE OBESE. AS PART OF THE OVERALL EFFORT TO IMPROVE HEALTH, WE ARE HELPING TO INCREASE ACCESS TO HEALTHY FOOD THROUGH OUR PARTNERSHIP WITH WHOLESOME WAVE AND THE SUCCESSFUL DOUBLE VALUE COUPON PROGRAM OFFERED AT THE LOCAL FARMERS MARKETS. WE ALSO BRING VOLUNTEERS TOGETHER WITH ORGANIZATIONS WORKING TO BRING COMMUNITY GARDENS TO INNER CITY NEIGHBORHOODS. REGIONALLY, WE PROVIDED SUPPORT FOR PROGRAMS THAT GIVE SENIORS ACCESS TO EXERCISE PROGRAMS LIKE TAI CHI AND YOGA. ACADEMIC ACHIEVEMENT - $542,989 OUR SCHOOLS OF HOPE INITIATIVE FOCUSES ON READING AT GRADE LEVEL BY GRADE THREE AS ITS MEASURE OF SUCCESS.SEVERAL SCHOOLS WERE IDENTIFIED AND A PLAN WITH EACH SCHOOL WAS DEVELOPED THAT INCLUDE AFTER SCHOOL TUTORS, IN SCHOOL READERS, PROFESSIONAL DEVELOPMENT, SUPPORT FOR (ENGLISH LANGUAGE LEARNERS) STUDENTS, AND BOOKS FOR HOME LIBRARIES, PARENT ENGAGEMENT AND CLASSROOM MATERIALS. THE SCHOOLS OF HOPE HAVE DEMONSTRATED THAT THIS FOCUS ON THIRD GRADE READING PAYS OFF. THE TRENDS ARE VERY GOOD AND THIS PAST YEAR ALL THREE SCHOOLS SHOWED AN INCREASE IN STUDENTS SCORING AT PROFICIENCY FOR READING AND THEY ALL SHOWED A GREATER PERCENTAGE INCREASE THAN THEIR RESPECTIVE DISTRICTS. IN 2009, WE ESTABLISHED THE MENTORING INSTITUTE OF COASTAL FAIRFIELD COUNTY. TODAY CLOSE TO 20 MENTOR PROGRAMS THROUGHOUT THE REGION AND REPRESENTATIVES FROM THE GOVERNORS PREVENTION PARTNERSHIP WORK TOGETHER TO BUILD THE CAPACITY AND QUALITY OF EACH PROGRAM. OVER 1,700 AT RISK YOUTH ARE TOUCHED BY THESE MENTOR PROGRAMS. ONE OF THE PROGRAMS PARTICIPATING IN THE MENTORING INSTITUTE IS OUR OWN INNOVATIVE, ON LINE MENTORING PROGRAM CALLED WI-MENTOR. THIS PROGAM MATCHED MENTORS AND HIGH SCHOOL AGE MENTEES WHO COMMUNICATE VIA EMAIL, WITH OPPORTUNITIES FOR PERSONAL VISITS SCHEDULED THROUGHOUT THE YEAR. THE PROGRAM IS POPULAR WITH BUSY PROFESSIONALS. TEACHERS LIKE THE PROGRAM BECAUSE IT HELPS BUILD WRITING SKILLS AND INCLUDES EMAIL DISCUSSION TOPICS ON SUBJECTS LIKE GOAL SETTING, CAREER ASPIRATIONS, COLLEGE READINESS AND CURRENT AFFAIRS. THE PROGRAM CONTINUES TO EXPAND AND CURRENTLY SERVES 150 HIGH SCHOOL STUDENTS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 839915 | Expense |
| Description | UNITED WAY RECEIVES GRANTS FROM FEDERAL, STATE AND PRIVATE FOUNDATIONS TO DIRECT AND CARRY OUT SPECIFIC PROGRAMS. | Description |
Activity Other ActivityOther (2 entries)
| ExpenseExpense | DescriptionDescription |
|---|---|
| 992145 | COMMUNITY SERVICES - OVERHEAD TO SUPPORT THE PROGRAM SERVICE DESCRIPTIONS ON LINE 4 A,B,C. |
| 514950 | PROVISION FOR UNCOLLECTIBLE PLEDGES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 1507095 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 7346283 | 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 | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | 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 | 1 | 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 | 104 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 28 | 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 | 31 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 29 | 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 | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | 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 |
| Own Website | X | OwnWebsite |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2033345106 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 75 WASHINGTON AVENUE | AddressLine1 |
| City | BRIDGEPORT | City |
| State | CT | State |
| ZIP Code | 06604 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (31 entries)
| TitleTitle | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per WeekAverageHoursPerWeek | OfficerOfficer |
|---|---|---|---|---|---|---|
| LYNN ABRAMSON | ||||||
| PAST CHAIR EMERITUS | X | 0 | 0 | 0 | ||
| BRYAN HUEBNER | ||||||
| EMERITUS BOARD MEMBER | X | 0 | 0 | 0 | ||
| ANNE MCCRORY | ||||||
| CHAIR OF BOARD | X | 0 | 0 | 0 | ||
| PHILIP VERDI | ||||||
| EMERITUS BOARD MEMBER | X | 0 | 0 | 0 | ||
| HAYES ANDERSON | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| LEE BOLLERT | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| BARBARA BUTLER | ||||||
| EMERITUS BOARD MEMBER | X | 0 | 0 | 0 | ||
| CHRISTINA BODINE | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| CARLOS MELLO | ||||||
| VICE CHAIR OF BOARD | X | 0 | 0 | 0 | ||
| JOHN MOODY | ||||||
| DEVELOPMENT | X | 0 | 0 | 0 | ||
| EDWARD MUSANTE | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| AUGUST SERRA | ||||||
| EMERITUS BOARD MEMBER | X | 0 | 0 | 0 | ||
| JOHN DEAUGUSTINE | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| ERIC STONE | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| PAUL TIMPANELLI | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| PAUL BURNER | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| RAYMOND BALDWIN | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| HELEN GILES | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| ANITA GLINIECKI | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| TRACEY GOLDEN | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| TOM GREEN | ||||||
| CHAIR COMMUNITY IMPACT | X | 0 | 0 | 0 | ||
| IRENE CORNISH | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| CARLA KLEIN | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| NIGEL EDWARDS | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| THOMAS MAFALE | ||||||
| CHAIR MARKETING | X | 0 | 0 | 0 | ||
| DUNCAN OBRIEN | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| ROBERT HENDRICK | ||||||
| BOARD MEMBER | X | 0 | 0 | 0 | ||
| MERLE BERKE-SCHLESSEL | ||||||
| PRESIDENT & CEO | 179320 | 0 | 0 | 40.00 | X | |
| CHERYL FAULDS | ||||||
| SECRETARY | 0 | 0 | 0 | X | ||
| SAMUEL TINGLEY | ||||||
| TREASURER | 0 | 0 | 0 | X | ||
| DAVID KENNEDY | ||||||
| CHIEF OPERATING OFFICER | 115537 | 0 | 0 | 40.00 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 294857 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Related Organizations | 75170 | RelatedOrganizations |
| Government Grants | 846856 | GovernmentGrants |
| All Other Contributions | 7303508 | AllOtherContributions |
| Total Contributions | 8225534 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 59428 | TotalRevenueColumn |
| Exclusion | $59,428 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 382750 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 404109 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -21359 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -21359 | TotalRevenueColumn |
| Related Or Exempt Function Income | -21359 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADMINISTRATIVE FEES | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 124024 | TotalRevenueColumn |
| Exclusion | $124,024 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 124024 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8387627 | TotalRevenueColumn |
| Related Or Exempt Function Income | -21359 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $183,452 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5839188 | Total |
| Program Services | 5839188 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 294857 | Total |
| Program Services | 123840 | ProgramServices |
| Management And General | 73715 | ManagementAndGeneral |
| Fundraising | 97302 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1018270 | Total |
| Program Services | 440148 | ProgramServices |
| Management And General | 248264 | ManagementAndGeneral |
| Fundraising | 329858 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 268714 | Total |
| Program Services | 115414 | ProgramServices |
| Management And General | 65888 | ManagementAndGeneral |
| Fundraising | 87412 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119839 | Total |
| Program Services | 51471 | ProgramServices |
| Management And General | 29385 | ManagementAndGeneral |
| Fundraising | 38983 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116942 | Total |
| Program Services | 46822 | ProgramServices |
| Management And General | 34520 | ManagementAndGeneral |
| Fundraising | 35600 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30035 | Total |
| Program Services | 10635 | ProgramServices |
| Management And General | 4419 | ManagementAndGeneral |
| Fundraising | 14981 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 152 | Total |
| Program Services | 87 | ProgramServices |
| Management And General | 28 | ManagementAndGeneral |
| Fundraising | 37 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 63294 | Total |
| Program Services | 27185 | ProgramServices |
| Management And General | 15519 | ManagementAndGeneral |
| Fundraising | 20590 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64775 | Total |
| Program Services | 37206 | ProgramServices |
| Management And General | 11849 | ManagementAndGeneral |
| Fundraising | 15720 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31031 | Total |
| Program Services | 16804 | ProgramServices |
| Management And General | 6286 | ManagementAndGeneral |
| Fundraising | 7941 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| PROVISION FOR UNCOLLECT | 514950 | 514950 | ||
| PROPERTY MAINTENANCE | 67123 | 37178 | 12870 | 17075 |
| DIRECT FUND RAISING EXP | 56382 | 5886 | 829 | 49667 |
| OFFICE SUPPLIES RENTAL | 55238 | 26156 | 10583 | 18499 |
| UTILITIES | 37505 | 20441 | 7334 | 9730 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 129716 | Total |
| Program Services | 32872 | ProgramServices |
| Management And General | 12489 | ManagementAndGeneral |
| Fundraising | 84355 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8708011 | Total |
| Program Services | 7346283 | ProgramServices |
| Management And General | 533978 | ManagementAndGeneral |
| Fundraising | 827750 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2050664 | BOY |
| EOY | 3733849 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 962699 | BOY |
| EOY | 988658 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54465 | BOY |
| EOY | 42384 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 1618218 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 860698 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 800380 | BOY |
| EOY | 757520 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3899708 | BOY |
| EOY | 2441121 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1918905 | BOY |
| EOY | 1533977 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9686821 | BOY |
| EOY | 9497509 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 495182 | BOY |
| EOY | 615538 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1383887 | BOY |
| EOY | 1313769 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1879069 | BOY |
| EOY | 1929307 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7254156 | BOY |
| EOY | 6658221 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 371146 | BOY |
| EOY | 727531 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 182450 | BOY |
| EOY | 182450 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7807752 | BOY |
| EOY | 7568202 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9686821 | BOY |
| EOY | 9497509 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -320384 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 80834 | 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 Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6607439 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6430572 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5801142 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8477662 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8225534 | CurrentTaxYear |
| Total | 35542349 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6607439 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6430572 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5801142 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8477662 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8225534 | CurrentTaxYear |
| Total | 35542349 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3010700 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2766059 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2538696 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4058014 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3794614 | CurrentTaxYear |
| Total | 16168083 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3010700 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2766059 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2538696 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4058014 | CurrentTaxYearMinus1Year |
| Current Tax Year | 3794614 | CurrentTaxYear |
| Total | 16168083 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 19374266 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 201357 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 166417 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 79318 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 304881 | CurrentTaxYearMinus1Year |
| Current Tax Year | 118903 | CurrentTaxYear |
| Total | 870876 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 201357 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 166417 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 79318 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 304881 | CurrentTaxYearMinus1Year |
| Current Tax Year | 118903 | CurrentTaxYear |
| Total | 870876 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 197806 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 159157 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 300730 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 284627 | CurrentTaxYearMinus1Year |
| Current Tax Year | 124024 | CurrentTaxYear |
| Total | 1066344 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7006602 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6756146 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6181190 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9067170 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8468461 | CurrentTaxYear |
| Total | 37479569 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.51690 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.54000 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02320 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02330 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 182450 | BeginningOfYearBalance |
| End Of Year Balance | 182450 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 182450 | BeginningOfYearBalance |
| End Of Year Balance | 182450 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 79640 | BeginningOfYearBalance |
| Contributions | 102810 | Contributions |
| End Of Year Balance | 182450 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 136010 | OtherCostOrOtherBasis |
| Book Value | 136010 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1354164 | OtherCostOrOtherBasis |
| Depreciation | 777308 | Depreciation |
| Book Value | 576856 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 128044 | OtherCostOrOtherBasis |
| Depreciation | 83390 | Depreciation |
| Book Value | 44654 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 757520 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| OTHER RECEIVABLES | 39284 |
| ASSETS RESTRICTED FOR LONG TERM INVESTMENT | 182450 |
| AGENCY ASSETS | 1147411 |
| DUE FROM UWW TRI STATE | 460 |
| BENEFICIAL INTEREST IN CHARITABLE TRUST AND PERPETUAL TRUST | 164372 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 1533977 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| AGENCY LIABILITIES | $1,147,411 |
| REFUNDABLE ADVANCES ON GRANT | $162,995 |
| CHARITABLE GIFT ANNUITY | $3,363 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1313769 | TotalOfAmounts |
| Total Revenue | 8387627 | TotalRevenue |
| Total Expenses | 8708011 | TotalExpenses |
| Excess Or Deficit For Year | -320384 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 80834 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 80834 | TotalAdjustments |
| Excess Or Deficit Per FS | -239550 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5494936 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 80834 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 141168 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 222002 | RevenueNotRptdF990 |
| Revenue Subtotal | 5272934 | RevenueSubtotal |
| Other Revenues Not Included | 3114693 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 3114693 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8387627 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 5734486 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 141168 | DonatedServicesUseOfFacilities |
| Expenses Not Rptd F990 | 141168 | ExpensesNotRptdF990 |
| Expenses Subtotal | 5593318 | ExpensesSubtotal |
| Other Expenses Not Included | 3114693 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 3114693 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 8708011 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE INCOME WAS USED FOR OPERATING EXPENSES. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | 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, 2010 ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | AMOUNTS RAISED ON BEHALF OF OTHERS 2,599,743. PROVISION FOR UNCOLLECTIBLE PLEDGES 514,950. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | AMOUNTS RAISED ON BEHALF OF OTHERS 2,599,743. PROVISION FOR UNCOLLECTIBLE PLEDGES 514,950. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 0 | RecordsMaintained |
Recipient Table RecipientTable (3 entries)
| IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|
| COMMUNITY INVESTMENT AWARDS | ||
| 501(C)(3) | 2599743 | UNITED WAY ALLOCATION TO AGENCIES AND PROGRAMS |
| COMMUNITY IMPACT INITIATIVES - DIRECT | ||
| 501(C)(3) | 2399530 | COMMUNITY IMPACT |
| GRANT PROGRAMS - DIRECT | ||
| 501(C)(3) | 839915 | GRANTS |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MERLE BERKE-SCHLESSEL | NamePerson |
| Base Compensation Filing Org | 179320 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 0 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 179320 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | REVIEWED BY THE EXECUTIVE DIRECTOR AND A BOARD MEMBER ON BEHALF OF THE BOARD BEFORE IT IS FILED. | |
| EVERY YEAR AS NEW BOARD MEMBERS GET APPOINTED, CODE OF ETHICS AND CONFLICT OF INTEREST POLICIES ARE REVIEWED AND NEW BOARD MEMBERS ARE ASKED TO CERTIFY/SIGN. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE EXECUTIVE COMPENSATION COMMITTEE EVALUATES CEO PERFORMANCE AND MAKES A RECOMMENDATION TO THE BOARD IN AN EXECUTIVE SESSION. | FORM 990, PART VI, SECTION B, LINE 15A | |
| THRU ITS WEBSITE AND OTHERS LIKE GUIDESTAR | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 80,834. | FORM 990, PART XI, LINE 5: |
Comments