Form 990 for tax year 2022

Totals

Total revenue

$5,168,378

Total expenses

$7,188,531

Contributions and grants received

$6,325,712

Grants paid

$929,090

Program service revenue

$0

Investment income

-$1,179,144

Other revenue

$21,810

Total assets, end of year

$8,464,154

Total liabilities, end of year

$2,224,313

Net assets or fund balances, end of year

$6,239,841

Program services expenses (Part IX)

$5,728,697

Management and general expenses

$798,735

Fundraising expenses

$661,099

Program service expenses (Part III)

$5,728,697

Program services were 79.7% 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.

Mission and programs · 2022

• UNITED WAY SUPPORTS PROGRAMS THAT MAKE A CLEAR DIFFERENCE IN PEOPLE'S LIVES IN THE AREAS OF EDUCATION, FINANCIAL STABILITY, AND HEALTH. WE LEVERAGE BOTH DOLLARS AND VOLUNTEER EFFORTS, AND WE INVEST IN PROGRAMS THAT PROMOTE STRONG OUTCOMES, COMMUNITY PARTNERSHIPS, LONG-TERM CHANGE. BOARD MEMBERS, COMMUNITY COUNCILS, AND VOLUNTEERS MAKE FUNDING DECISIONS ON A LOCAL LEVEL IN THREE COMMUNITIES THAT REPRESENT THE WESTERN CONNECTICUT REGION. WE MAKE GRANTS TO NONPROFITS ACROSS OUR REGION TO HELP SUPPORT RESIDENTS WHO FALL AT OR BELOW THE ALICE INCOME THRESHOLD. IN ADDITION TO PROVIDING DIRECT SERVICES AND FUNDING PROGRAMS, UNITED WAY RAISES FUNDS FOR OTHER 501C3 ORGANIZATIONS: NEARLY HALF OF ALL CONTRIBUTIONS RAISED IN OUR CAMPAIGNS FLOW TO OTHER NONPROFITS.

  Expenses $929,090 · Grants $929,090

• COMMUNITY IMPACT INITIATIVES: WHERE GAPS IN CRITICAL SERVICES EXIST, UNITED WAY DEVELOPS DIRECT PROGRAMS TO MEET THE NEEDS OF ALICE HOUSEHOLDS. THIS INCLUDES SEVERAL INITIATIVES THAT FOCUS ON EARLY CHILDHOOD EDUCATION, YOUTH ENRICHMENT, ACCESS TO HEALTHY FOOD, AND FINANCIAL STABILITY. UNITED WAY IS THE LEAD FISCAL AGENT FOR STAMFORD CRADLE TO CAREER, A COLLECTIVE IMPACT INITIATIVE THAT STRIVES FOR EQUITY IN EDUCATION FOR EVERY STAMFORD CHILD, FROM CRADLE TO CAREER. IT IS A COMMUNITY-WIDE PARTNERSHIP WITH MORE THAN 60 ACTIVE MEMBERS, INCLUDING NONPROFITS, BUSINESSES, AND THE STAMFORD PUBLIC SCHOOLS.EDUCATION: UNITED WAY OF WESTERN CONNECTICUT PROVIDES FUNDING TO CHILD CARE CENTERS AND AFTER SCHOOL PROGRAMS TO MAKE QUALITY CARE MORE AFFORDABLE FOR LOW-TO-MODERATE INCOME FAMILIES. LAST YEAR, MORE THAN 1,800 CHILDREN BENEFITTED FROM THAT FUNDING . OUR ALICE ENRICHMENT FUND COVERS THE COST OF OUT-OF-SCHOOL ENRICHMENT ACTIVITIES, SUCH AS MUSIC LESSONS, SWIM LESSONS, AND SPORTS, FOR LOW-INCOME FAMILIES, PROVIDING UP TO $300 PER CHILD PER YEAR AND $900 PER FAMILY. NEARLY 1,400 CHILDREN HAVE RECEIVED FUNDING THROUGH THIS PROGRAM SINCE ITS LAUNCH IN 2017. OUR CORA'S KIDS INITIATIVE SUPPORTS THE HEALTHY DEVELOPMENT OF CHILDREN BY INCREASING THE NUMBER OF HIGH QUALITY, AFFORABLE, ACCESSIBLE CHILD CARE SLOTS IN GREATER DANBURY AND GREATER NEW MILFORD. TO DATE, THE PROGRAM HAS SUPPORTED 62 NEW PROVIDERS TO GET LICENSED AND TRAINED, CREATING OVER 372 NEW QUALITY CHILD CARE SPACES. THE CURRENT PROVIDER CARE NETWORK HAS GROWN ITS MEMBERSHIP TO 105 PROVIDERS. HEALTH: UNITED WAY TAKES A MULTI-PRONGED APPROACH TO ASSIST ALICE INDIVIDUALS AND FAMILIES WHO ARE FOOD INSECURE. FOR EXAMPLE, OUR ADVOCACY FOR FREE SCHOOL MEALS RESULTED IN $16M FUNDING FOR FREE SCHOOL BREAKFASTS IN SCHOOL YEAR 2023-24 AND ELIMINATED THE COST OF REDUCED-PRICE MEALS FOR ELIGIBLE CHILDREN. OUR HEALTHY SAVINGS PROGRAM ALLOWS ALICE INDIVIDUALS AND FAMILIES TO RECEIVE $10 OF FREE, FRESH PRODUCE EACH WEEK, AS WELL AS SAVINGS OF $50 OR MORE ON OTHER HEALTHY FOOD DISCOUNTS. SINCE ITS INCEPTION, MORE THAN 2,200 FAMILIES HAVE ENROLLED IN THE PROGRAM, RECEIVING MORE THAN $495,000 IN FREE, FRESH PRODUCE. IN ADDITION, UNITED WAY SERVES AS THE CONVENING ENTITY FOR BOTH THE STAMFORD FOOD COLLABORATIVE AND THE DANBURY FOOD COLLABORATIVE. EACH COLLABORATIVE HAS A MEMBERSHIP OF ROUGHLY TWO DOZEN REPRESENTATIVES INCLUDING FOOD PANTRIES, FOOD BANKS, SHELTERS, GROCERY STORES, HOSPITALS, AND OTHER AGENCIES THAT WORK TOGETHER WITH COMMUNITY MEMBERS TO STRATEGICALLY ADDRESS FOOD INSECURITY. THE COLLABORATIVES HAVE CREATED FOOD RESOURCE GUIDES FOR DANBURY AND STAMFORD, ORGANIZED FOOD RESCUE EFFORTS WITH LOCAL GROCERY RETAILERS, AND JOINTLY SOUGHT GRANTS TO BUILD PANTRY CAPACITY AND MODERNIZE DATA TRACKING. ALSO, WE PARTNERED WITH LOCAL BUSINESSES, NONPROFITS, AND SCHOOLS TO DISTRIBUTE HOLIDAY MEALS TO NEEDY FAMILIES. LAST YEAR, WE SECURED CONGRESSIONALLY-DIRECTED SPENDING OF $1,050,000 TO LAUNCH A FOOD-AS-MEDICINE INITIATIVE TO INCREASE ACCESS TO HEALTHY FOOD FOR DANBURY PATIENTS WHO ARE FOOD INSECURE AND SUFFERING WITH HYPERTENSION. IN PARTNERSHIP WITH NUVANCE HEALTH AND CONNECTICUT INSTITUTE FOR COMMUNITIES, THE PROGRAM WILL PROVIDE A LOCAL MARKET, NUTRITION COUNSELING, HEALTHY COOKING INSTRUCTION, SOCIAL SEVICE SUPPORTS AND $100 MONTHLY SHOPPING CARDS FOR FRESH FRUITS AND VEGETABLES AT LOCAL STORES. WE WILL LAUNCH THE INITIATIVE IN THE FALL OF 2023.FINANCIAL STABILITY: AS PART OF OUR FINANCIAL STABILITY EFFORTS, WE FUND AGENCIES TO PROVIDE FINANCIAL LITERACY SUPPORT TO MORE THAN 2,300 INDIVDUALS, HELPING THEM DEVELOP HOUSEHOLD BUDGETS, IMPROVE THEIR CREDIT SCORES, AND SET SAVINGS GOALS. IN ADDITION, WE RUN THE ALICE SAVES PROGRAM, WHICH INCENTIVIZES ALICE INDIVIDUALS TO SAVE MONEY WHILE ALSO PROVIDING THEM WITH FREE ONLINE BUDGET COACHING THROUGH TRUSTPLUS. LAST YEAR, THE ALICE CLIENTS SAVED AN AVERAGE OF $1300 AND INCREASED THEIR CREDIT SCORES BY 30 POINTS. WE ALSO SUPPORT FAMILES WITH SAVINGS ON PRESCRIPTION DRUGS AND INCOME TAX PREPARATION. LAST YEAR, WE HELPED OVER 3,700 FAMILIES SAVE $442,000 ON THEIR PRESCRIPTIONS; WE SAVED 900 TAX FILERS OVER $271,00 IN TAX PREP FEES AND SECURED OVER $590,00 IN EARNED TAX REFUNDS.RECENTLY, WE WERE CHOSEN BY THE STATE'S SOCIAL EQUITY COUNCIL AS A GRANTMAKER TO INVEST $900,000 IN STATE TAX REVENUE ON LEGAL CANNIBIS SALES INTO STAMFORD-A CITY HIT DISPROPORTIANGTELY HARD BY THE WAR ON DRUGS. THE FUNDS WILL BE INVESTED IN PROGRAMS SERVING YOUTH AND THE RE-ENTRY POPULATION DURING THE NEXT FISCAL YEAR.VOLUNTEERISM: UNITED WAY WORKS WITH COMPANIES AND NONPROFIT PARTNERS TO COORDINATE VOLUNTEER ACTIVITIES ACROSS OUR REGION. IN DANBURY, UNITED WAY OPERATES THE SAVE PROGRAM (SENIORS ADD VALUABLE EXPERIENCE), WHICH PROVIDES INCOME-ELIGIBLE DANBURY RESIDENTS OVER THE AGE OF 65 OPPORTUNITIES TO VOLUNTEER 100 HOURS PER YEAR IN LOCAL NONPROFITS AND CITY AGENCIES AND IN RETURN, RECEIVE A PROPERTY TAX CREDIT. IN 2021-23, 22 SENIORS VOLUNTEERED, PROVIDING 4,951 VOLUNTEER HOURS TO 13 DANBURY AGENCIES, RESULTING IN TAX SAVINGS OF $15,400 FOR DANBURY SENIORS. VOLUNTEER COMMITTEES IN STAMFORD, DANBURY, AND NEW MILFORD BRING TOGETHER CORPORATE AND COMMUNITY VOLUNTEERS TO ADDRESS COMMUNITY NEEDS AND ASSIST WITH PROJECTS AROUND EDUCATION, FINANCIAL STABILITY, AND HEALTH. THIS INCLUDES PROJECTS LIKE BACK-TO-SCHOOL SUPPLY DRIVES, HOLIDAY MEAL DRIVES, GRANT REVIEW COMMITTEES, AND OUR ANNUAL DAY OF ACTION. IN 2022-2023, UNITED WAY HELD ITS DAY OF ACTION IN STAMFORD, GREATER DANBURY, AND GREATER NEW MILFORD. OVER 250 VOLUNTEERS FROM 16 COMPANIES COMPLETED PROJECTS FOR 17 NONPROFITS-IN A SINGLE DAY. ALL TOGETHER, UNITED WAY COORDINATED 373 VOLUNTEERS, WHO PERFORMED A TOTAL OF 8,930+ HOURS OF SERVICE IN 2021-2022.

  Expenses $4,799,607

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

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

• UNITED WAY AGENCIES

  $897,482

  UNITED WAY DESIGNATIONS TO AGENCIES AND COMMUNITY PROGRAMS

Provenance

Return type

form_990

Tax year

2022

Filed

29 January 2024

IRS schema version

2022v5.0

Source object

202420309349301312

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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