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Nonprofiteer
← UNITED WAY OF NAUGATUCK AND BEACON FALLS INC

Form 990 for tax year 2022

Filed by UNITED WAY OF NAUGATUCK AND BEACON FALLS INC.

Totals

Total revenue
$457,883
Total expenses
$455,062
Contributions and grants received
$374,447
Grants paid
$359,000
Program service revenue
$0
Investment income
$222
Other revenue
$83,214
Total assets, end of year
$493,488
Total liabilities, end of year
$386,813
Net assets or fund balances, end of year
$106,675
Program services expenses (Part IX)
$402,093
Management and general expenses
$26,221
Fundraising expenses
$26,748
Program service expenses (Part III)
$402,093

Program services were 88.4% 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.

  • 1f · All other contributions, gifts and grants

    $374,447

  • 3 · Investment income

    total $222 · excluded $222

  • 8a · Fundraising events: gross income

    $126,177

  • 8b · Fundraising events: direct expenses

    $42,963

  • 8c · Net income from fundraising events

    total $83,214 · excluded $83,214

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $359,000 · program services $359,000

  • 5 · Compensation of officers, directors and key employees

    total $56,279 · program services $28,139 · management and general $11,256 · fundraising $16,884

  • 7 · Other salaries and wages

    total $13,347 · program services $5,339 · management and general $8,008

  • 8 · Pension plan contributions

    total $3,642 · program services $1,751 · management and general $1,008 · fundraising $883

  • 10 · Payroll taxes

    total $5,865 · program services $2,820 · management and general $1,623 · fundraising $1,422

  • 11c · Fees: accounting

    total $3,100 · program services $1,504 · management and general $1,022 · fundraising $574

  • 12 · Advertising and promotion

    total $430 · fundraising $430

  • 13 · Office expenses

    total $2,188 · program services $1,061 · management and general $284 · fundraising $843

  • 14 · Information technology

    total $1,694 · program services $822 · management and general $558 · fundraising $314

  • 19 · Conferences, conventions and meetings

    total $100 · program services $49 · management and general $32 · fundraising $19

  • 23 · Insurance

    total $2,913 · program services $1,413 · management and general $961 · fundraising $539

  • 24a · Other expenses: MEMBERSHIP FEES

    total $5,639 · program services $0 · management and general $1,128 · fundraising $4,511

  • 24b · Other expenses: POSTAGE

    total $865 · program services $195 · management and general $341 · fundraising $329

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $25,323 · end of year $15,824

  • 2 · Savings and temporary cash investments

    beginning of year $186,119 · end of year $138,622

  • 3 · Pledges and grants receivable

    beginning of year $269,361 · end of year $339,042

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

    $6,800

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

    $6,800

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $200 · end of year $126

  • 18 · Grants payable

    beginning of year $343,131 · end of year $359,000

  • 25 · Other liabilities

    beginning of year $33,618 · end of year $27,687

  • 27 · Net assets without donor restrictions

    beginning of year $103,854 · end of year $106,675

Mission and programs · 2022

Mission

TO PROVIDE THE ORGANIZED CAPABLITY FOR INVOLVING PEOPLE OF OUR REGION TO CARE FOR ONE ANOTHER THROUGH A VOLUNTARY SYSTEM OF HUMAN SERVICES. TO PROMOTE EFFICIENCY AND EFFECTIVENESS OF OPERATIONS AND ASSIST LOCAL HUMAN SERVICES IN IMPROVING SERVICE DELIVERY. IN PURSUIT OF THESE PURPOSES, UNITED WAY OF NAUGATUCK AND BEACON FALLS WILL:BECOME A CATALYST FOR COMMUNITY PROBLEM-SOLVING BY IDENTIFYING LOCAL HUMAN CARE NEEDS AND DEVELOPING SOLUTIONS WITHIN THE CONTEXT OF TOTAL COMMUNITY ORGANIZATIONAL RESOURCES.PROMOTE AND ENCOURAGE VOLUNTEER DEVELOPMENT AND VOLUNTEERISM.DEVELOP FINANCIAL RESOURCES TO SUPPORT HUMAN CARE SERVICES, PRIMARILY THROUGH A SINGLE COMMUNITY-WIDE CAMPAIGN MANAGED BY THE UNITED WAY.OPERATE A COMMUNITY FUND DISTRIBUTION SYSTEM THAT IS ACCOUNTABLE AND RESPONSIVE TO DONORS AND FLEXIBLE IN RESPONSE TO HUMAN NEEDS.BECOME INCLUSIVE IN GOVERANCE, OPERATIONS AND FUND DISTRIBUTION, OF ALL THE DIVERSE POPULATIONS OF THE COMMUNITY.

Activities or mission (Part I)

TO FUND CHARITABLE AGENCIES IN THE NAUGATUCK AND BEACON FALLS AREA

  • SOCICITATION AND ALLOCATION OF FUNDS FOR HEALTH, WELFARE AND RECREATIONAL AGENCIES WHICH PROACTIVELY IMPROVE THE WELL BEING OF THE COMMUNITY

    Expenses $402,093 · Grants $359,000

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

Listed in Part VII

  • JON FARMER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • DANA SILVA

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • DONNA ANDREW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • TRICIA DIGENERO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • JENNIFER ZBELL

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • DAVID ROTATORI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • COURTNEY LIGI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • MARCELO MARTINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • KIM SANTULLI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • PEDRO PIRES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • JOHN MCCORMACK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • ROBERT DICKSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • MARYLOU CUNNINGHAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • ALLAN MONTEIRO

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • DAVID MULHALL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • STEPHEN PRETTO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • LAURIE YELDING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • LISA SHAPPY

    EXECUTIVE DIRECTOR

    Total calculated
    $56,279
    From this org
    $56,279
    From related orgs
    $0
    Other
    $0
    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.

Grants on this return

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

Provenance

Return type
form_990
Tax year
2022
Filed
19 August 2023
IRS schema version
2022v5.0
Source object
202322489349300142

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

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