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Nonprofiteer
← THE UNITED WAY OF GREATER WATERBURY INC

Form 990 for tax year 2024

Filed by THE UNITED WAY OF GREATER WATERBURY INC.

Totals

Total revenue
$5,574,592
Total expenses
$4,507,101
Contributions and grants received
$4,913,056
Grants paid
$2,674,008
Program service revenue
$0
Investment income
$315,759
Other revenue
$345,777
Total assets, end of year
$9,786,858
Total liabilities, end of year
$2,990,304
Net assets or fund balances, end of year
$6,796,554
Program services expenses (Part IX)
$3,555,604
Management and general expenses
$662,967
Fundraising expenses
$288,530
Program service expenses (Part III)
$3,555,604

Program services were 78.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $9,490

  • 1f · All other contributions, gifts and grants

    $4,903,566

  • 3 · Investment income

    total $262,697 · excluded $262,697

  • 7a · Gross sales of assets other than inventory

    securities $585,424

  • 7b · Less cost or other basis and sales expenses

    securities $532,362

  • 7c · Gain or loss

    securities $53,062

  • 7d · Net gain or loss

    total $53,062 · excluded $53,062

  • 8a · Fundraising events: gross income

    $158,132

  • 8b · Fundraising events: direct expenses

    $35,020

  • 8c · Net income from fundraising events

    total $123,112 · excluded $123,112

  • 11a · Other revenue: DESIGNATION FEES

    total $102,978 · related or exempt $102,978

  • 11b · Other revenue: SHARED SERVICES FEES

    total $91,000 · related or exempt $91,000

  • 11d · All other revenue

    total $28,687 · excluded $28,687

  • 11e · Other revenue, total

    $222,665

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,674,008 · program services $2,674,008

  • 5 · Compensation of officers, directors and key employees

    total $204,056 · program services $106,312 · management and general $64,279 · fundraising $33,465

  • 7 · Other salaries and wages

    total $707,719 · program services $368,720 · management and general $222,936 · fundraising $116,063

  • 8 · Pension plan contributions

    total $40,333 · program services $21,014 · management and general $12,705 · fundraising $6,614

  • 9 · Other employee benefits

    total $146,765 · program services $76,467 · management and general $46,225 · fundraising $24,073

  • 11f · Fees: investment management

    total $18,776 · management and general $18,776

  • 11g · Fees: other

    total $192,874 · program services $100,487 · management and general $60,755 · fundraising $31,632

  • 12 · Advertising and promotion

    total $90,175 · program services $30,208 · management and general $39,434 · fundraising $20,533

  • 13 · Office expenses

    total $74,081 · program services $38,594 · management and general $23,338 · fundraising $12,149

  • 14 · Information technology

    total $38,556 · program services $20,088 · management and general $12,145 · fundraising $6,323

  • 16 · Occupancy

    total $52,905 · program services $27,564 · management and general $16,665 · fundraising $8,676

  • 17 · Travel

    total $1,429 · program services $745 · management and general $450 · fundraising $234

  • 19 · Conferences, conventions and meetings

    total $16,698 · program services $8,700 · management and general $5,260 · fundraising $2,738

  • 21 · Payments to affiliates

    total $34,892 · program services $18,179 · management and general $10,991 · fundraising $5,722

  • 22 · Depreciation, depletion and amortization

    total $32,527 · program services $16,947 · management and general $10,246 · fundraising $5,334

  • 23 · Insurance

    total $18,184 · program services $9,474 · management and general $5,728 · fundraising $2,982

  • 24a · Other expenses: BAD DEBT EXPENSE

    total $90,000 · management and general $90,000

  • 24e · All other expenses

    total $73,123 · program services $38,097 · management and general $23,034 · fundraising $11,992

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $340,466 · end of year $186,781

  • 2 · Savings and temporary cash investments

    beginning of year $2,456,185 · end of year $3,356,704

  • 3 · Pledges and grants receivable

    beginning of year $1,191,440 · end of year $1,458,540

  • 4 · Accounts receivable

    beginning of year $827,696 · end of year $160,368

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,925 · end of year $28,684

  • 10a · Land, buildings and equipment: cost or other basis

    $175,833

  • 10b · Land, buildings and equipment: accumulated depreciation

    $42,331

  • 10c · Land, buildings and equipment, net

    beginning of year $154,649 · end of year $133,502

  • 11 · Investments: publicly traded securities

    beginning of year $3,244,387 · end of year $3,959,396

  • 15 · Other assets

    beginning of year $293,857 · end of year $502,883

  • 17 · Accounts payable and accrued expenses

    beginning of year $85,983 · end of year $287,669

  • 18 · Grants payable

    beginning of year $2,480,867 · end of year $2,218,400

  • 19 · Deferred revenue

    beginning of year $8,150 · end of year $14,179

  • 25 · Other liabilities

    beginning of year $291,755 · end of year $470,056

  • 27 · Net assets without donor restrictions

    beginning of year $3,801,405 · end of year $3,990,110

  • 28 · Net assets with donor restrictions

    beginning of year $1,849,445 · end of year $2,806,444

Mission and programs · 2024

Mission

THE UNITED WAY WORKS COLLABORATIVELY WITH AND STRATEGICALLY INVESTS IN COMMUNITY PARTNERS TO HELP SOLVE COMMUNITY PROBLEMS. THE UNITED WAY PROVIDES LEADERSHIP, CONVENES AND FACILITIES COMMUNITY CONVERSATIONS AND INITIATIVES ON PRIORITY ISSUES. THE UNITED WAY PROVIDES STAFF LEADERSHIP AND SERVES AS FIDUCIARY FOR SEVERAL PARTNERSHIPS INCLUDING THE GREATER WATERBURY CAMPERSHIP PROGRAM WHICH ENABLES CHILDREN FROM LOW-INCOME FAMILIES TO ATTEND SUMMER CAMP AND BRIDGE TO SUCCESS, A CRADLE TO CAREER INITIATIVE. THE UNITED WAY ALSO TAKES A LEAD ROLE IN FOOD INSECURITY INITIATIVES SUCH AS HOLIDAY ASSISTANCE PROGRAM AND STOCK THE PANTRY.

Activities or mission (Part I)

WE MOBILIZE FINANCIAL AND VOLUNTEER RESOURCES AND CONVENE PARTNERS TO ADDRESS COMMUNITY NEEDS.

  • THE UNITED WAY WORKS COLLABORATIVELY WITH AND STRATEGICALLY INVESTS IN COMMUNITY PARTNERS TO HELP SOLVE COMMUNITY PROBLEMS. THE UNITED WAY PROVIDES LEADERSHIP, CONVENES AND FACILITIES COMMUNITY CONVERSATIONS AND INITIATIVES ON PRIORITY ISSUES. THE UNITED WAY PROVIDES STAFF LEADERSHIP AND SERVES AS FIDUCIARY FOR SEVERAL PARTNERSHIPS INCLUDING THE GREATER WATERBURY CAMPERSHIP PROGRAM WHICH ENABLES CHILDREN FROM LOW-INCOME FAMILIES TO ATTEND SUMMER CAMP AND BRIDGE TO SUCCESS, A CRADLE TO CAREER INITIATIVE. THE UNITED WAY ALSO TAKES A LEAD ROLE IN FOOD INSECURITY INITIATIVES SUCH AS HOLIDAY ASSISTANCE PROGRAM AND STOCK THE PANTRY.

    Expenses $1,892,853 · Grants $1,011,257 · Revenue $91,000

  • ALLOCATIONS AND FUNDED AGENCY RELATIONS - THE UNITED WAY ALLOCATES/INVESTS FUNDS IN LOCAL HEALTH AND HUMAN SERVICE PROGRAMS AND INITIATIVES THAT HELP PEOPLE IN NEED. THROUGH THE OUTCOME MEASUREMENT INITIATIVE THE UNITED WAY ASSISTS ITS FUNDED PROGRAMS IN DEVELOPING AND IMPLEMENTING A SYSTEM TO MEASURE THE IMPACT OF THEIR SERVICES ON THEIR CLIENTS. USING THE OUTCOME MEASUREMENT DATA, THE UNITED WAY COMMUNICATES THE VALUE OF THESE SERVICES MORE EFFECTIVELY, WHILE PROVIDING INDIVIDUAL PROGRAMS WITH A TOOL TO IMPROVE THEIR COMMITTEE WHICH WORKS TO ADDRESS INCLUDE DOZENS OF LOCAL NON-PROFIT AGENCIES AND COLLABORATIVES SUCH AS THE FOOD RESOURCE COMMITTEE WHICH WORKS TO ADDRESS LOCAL HUNGER ISSUES, BRIDGE TO SUCCESS WHOSE FOCUS IS ON POSITIVE YOUTH DEVELOPMENT, AND THE CONTINUUM OF CARE/CAN WHO ARE WORKING TO END CHRONIC HOMELESSNESS.

    Expenses $1,662,751 · Grants $1,662,751 · Revenue $102,978

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Adrienne Parkmond

    CHAIR

    Total calculated
    $0
    Hours/week
    5

  • Gregory Jacobi

    SECRETARY

    Total calculated
    $0
    Hours/week
    5

  • David Petitti

    TREASURER

    Total calculated
    $0
    Hours/week
    10

  • Jake Albert

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Mark A Casey

    FORMER CHAIR

    Total calculated
    $0
    Hours/week
    10

  • Grant Copeland

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Daniel Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Dr Lisa Dresdner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Christopher Fasano

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Jason R Gagnon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Katelyn Grey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Jayne D Kelly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Brian Levine

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Yarixa Lopez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Genna Mintz

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Dr Thomas Pellegrino

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Mary Rosegrant-Chiappalone

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Tara L Shaw Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Frederick M Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Susan E Sprano

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Kristen Jacoby

    PRESIDENT/CHIEF PROFESSIONAL OFFICER

    Total calculated
    $204,056
    From this org
    $162,862
    From related orgs
    $0
    Other
    $41,194
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $162,862
    Bonus
    $0
    Other
    $0
    Deferred
    $14,281
    Nontaxable benefits
    $26,913
    Filer's total
    $204,056

  • Jered Bruzas

    CHIEF IMPACT OFFICER

    Total calculated
    $133,658
    From this org
    $112,260
    From related orgs
    $0
    Other
    $21,398
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2024
Filed
18 February 2026
IRS schema version
2024v5.5
Source object
202620569349302007

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