2026-05-14T06:21:03-07:00 2025-06-30 060872192 Doherty Beals & Banks PC 187 Williams St New London CT 06320 990 2024-07-01 060665170 Middlesex United Way Inc MIDD 8603468695 100 Riverview Center 230 Middletown CT 06457 Shawonda Swain President & CEO 2026-05-14 true true Stacey L Gualtieri CPA P00093558 8604432033 2024 2025-03-06 01:10:19Z 100 Riverview Center 230 Middletown CT 06457 698070 false X www.middlesexunitedway.org X 1935 CT By cultivating leadership and partnerships, bringing resources together, and investing in our community, Middlesex United Way acts as a catalyst to achieve measurable positive impact in youth opportunity, creating healthy communities, financial security, equity, and community resiliency. 15 15 6 20 0 1118695 569438 54863 4693 96167 60894 52544 1269725 687569 382944 0 0 517503 589092 0 264719 152161 531923 1052608 1121015 217117 -433446 2355656 2067615 583094 755388 1772562 1312227 X By cultivating leadership and partnerships, bringing resources together, and investing in our community, Middlesex United Way acts as a catalyst to achieve measurable positive impact in youth opportunity, creating healthy communities, financial security, equity, and community resiliency. false false 646079 4693 Celebrating Housing Success:Krystal Rivera and her family officially moved into their new home in East Hampton during the summer of 2023, thanks to the support of a Community Impact Grant from Middlesex United Way to Middlesex Habitat for Humanity. This funding also supported the organization's shift toward constructing energy-efficient prefabricated homes-offering a sustainable and affordable path to homeownership for more families in Middlesex County. Investing in Mental Health and Early Childhood:With support from Middlesex United Way, early childhood educators in Middlesex County received professional consultation to better address preschoolers' mental health. This investment ensures young children receive the emotional and developmental support they need to thrive, setting a strong foundation for future success. Strengthening Families through Perinatal Care:Middlesex Untied Way funding helped make possible the work of a Perinatal Social Worker at Middlesex Health's Pregnancy and Birth Center. This support ensures pregnant individuals and their families receive comprehensive guidance, mental health support, and referrals to community resources-creating a more compassionate and supportive health experience. Youth Engagement Through the Arts:Nearly 200 children took part in the 36th Annual Children's Circus of Middletown, made possible in part by a Middlesex United Way Community Impact Grant to Oddfellows Playhouse Youth Theater. With a commitment to accessibility and equity, the camp offered a sliding-scale fee structure and free meals, allowing children from all backgrounds to learn acrobatics, clowning, and more. Celebrating LGBTQ+ Belonging:A Community Impact Grant to Middletown Pride supported a record 25 inclusive events in the 2023-2024 grant cycle. These events, including the Pridesgiving Dinner and Queer Swim, helped individuals find connection and safety in affirming spaces. One attendee, previously anxious in public settings, is now a regular participant in community events thanks to the supportive environment created through this work. Connecting People to Resources:Middlesex United Way's support for Connecticut's 2-1-1 and 988 helplines remains a vital component of its works. From September 2023 to September 2024, there were over 14,000 requests for help from Middlesex County residents via 2-1-1, with the top needs being household/shelter and mental health support. These critical services ensure residents have 24/7 access to help in times of need. The 988 crisis line, aimed at providing immediate support for those dealing with a crisis situation, is also supported by Middlesex United Way. Returning Dollars to the Community:The Volunteer Income Tax Assistance (VITA) program, supported by Middlesex United Way, helped over 600 local taxpayers in 2024, resulting in more than $700,000 in refunds to individuals and families across Middlesex County. These dollars go directly back into the community, strengthening financial security and reducing economic hardship. United is the Way to a Thriving Community:Middlesex United Way brings people and resources together to address the most pressing needs across Middlesex County. Through strategic investments, collaborative partnerships, and community-driven initiatives, we support programs that strengthen families, promote mental wellness, build financial security, and create opportunities for all. From helping families access safe, affordable housing and mental health support to investing in early childhood education, youth development, and crisis response services like 2-1-1 and 988, we work to ensure everyone in our 15-town region has the opportunity to thrive. United, we're building a stronger, more connected community-one where everyone has the support they need to succeed. 646079 true false false false false false false false false false true false false true true true true false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false true 8 0 true 6 true false false false false false false false 0 false false false false false false false X 15 15 false false false false false false false true true false false true true true true true true true true false CT X X Desmond Mahario 8603468695 100 Riverview Center Middletown CT 06457 X Alissa DeJonge President 5.00 0.00 X X 0 0 0 Gary Wallace Vice Chair 5.00 0.00 X X 0 0 0 Kevin Reich Comm Imp Chair 5.00 0.00 X X 0 0 0 Rev Robyn Anderson Board Member 5.00 0.00 X 0 0 0 Michele Boutin Board Member 5.00 0.00 X 0 0 0 Jon Brink Board Member 5.00 0.00 X 0 0 0 Ramona Burkey Board Member 5.00 0.00 X 0 0 0 Stephanie Fisher Board Member 5.00 0.00 X 0 0 0 Kimberly Hogan Board Member 5.00 0.00 X 0 0 0 Barbara Holloman Board Member 5.00 0.00 X 0 0 0 Lakisha Hyatt Board Member 5.00 0.00 X 0 0 0 Faith Jackson Board Member 5.00 0.00 X 0 0 0 Joshua Rivera Board Member 5.00 0.00 X 0 0 0 Kristen Roberts Board Member 5.00 0.00 X 0 0 0 Meg Slater Board Member 5.00 0.00 X 0 0 0 Allison Dowe Executive Dir. 40.00 0.00 X 0 0 0 0 false false false 0 569438 569438 Service Fee Revenue 4693 4693 4693 60894 60894 0 0 0 0 62545 10501 52044 0 0 Employee retention credit 500 500 500 687569 5193 60894 0 0 0 0 0 0 438771 171121 118468 149182 0 105769 41250 28558 35961 44552 17375 12029 15148 0 0 0 0 0 0 43082 16802 11632 14648 17859 6965 4822 6072 0 0 0 40300 15717 10881 13702 3918 1528 1058 1332 0 10118 3946 2732 3440 0 0 6996 2728 1889 2379 4938 1926 1333 1679 Community Partners 316798 316798 Misc Expense 20185 7872 5450 6863 Supplies 20035 7814 5409 6812 Pmts - Affiliated Orgs 15345 15345 32349 18892 5956 7501 1121015 646079 210217 264719 14356 100161 82456 0 111872 576597 0 0 0 0 0 14973 0 81075 74993 13078 6082 778577 908353 0 0 0 875619 941147 2355656 2067615 69821 192119 350462 403957 3499 159312 159312 583094 755388 X 819162 356428 953400 955799 1772562 1312227 2355656 2067615 -433446 -26889 X false true X true false X 1146728 887523 866902 1118695 569438 4589286 0 0 1146728 887523 866902 1118695 569438 4589286 0 4589286 15775 14467 32180 62946 60894 186262 0 67738 67738 4843286 0.94760 0.79720 X 81075 74993 6082 6082 Beneficial Interest in Trusts 721550 Operating Lease right of use 151069 Other Assets 68528 941147 Finance Lease Liability 7403 Operating Lease Liability 151909 159312 X 709719 22150 22150 687569 687569 1121015 1121015 1121015 Part X : FIN48 Footnote The Organization is exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code, and therefore, has no provision for federal or state income taxes. In addition, the Organization qualifies for the charitable contribution deduction under Section 170(b)(1)(A) and has been classified as an organization that is not a private foundation. The Organization recognizes the tax benefit from uncertain tax positions when it is more-likely-then-not the position will be sustained upon examination by taxing authorities. As of June 30, 2025, the Organization had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. In the normal course of business, the Organizations tax filings are subject to examination by federal and state taxing authorities. The Organizations tax returns for the last three years remain open for examination. false Special Events 62545 62545 10501 62545 62545 10501 10501 52044 Form 990, Part VI, Section B, Line 11b The completed 990 is given to the audit committee for review. The audit committee then reports to the full Board of Directors and a copy of the 990 is given to each Board Member. The full Board of Directors has final approval. Form 990, Part VI, Section B, Line 12c On an annual basis, the policy and related organizations are reviewed and each Board Member is required to complete and sign a potential conflict of interest disclosure form. Form 990, Part VI, Section B, Line 15a The Executive Director and related compensation is reviewed by the Chairman of the Board as well as the entire Board of Directors. Such review is completed in executive session during one board meeting per year. Form 990, Part VI, Section B, Line 15b Key employees and their related compensation is reviewed by the Chief Executive officer. in addition, at least once every three years, a comparison among similar size United Ways is conducted and reviewed by the Personnel Committee. Form 990, Part VI, Section C, Line 19 All are available in the office upon request.