Form 990 for tax year 2024
Filed by UNITED WAY OF GREATER NEW HAVEN INC.
Totals
- Total revenue
- $14,943,217
- Total expenses
- $12,715,725
- Contributions and grants received
- $14,684,421
- Grants paid
- $8,217,226
- Program service revenue
- $0
- Investment income
- $223,672
- Other revenue
- $35,124
- Total assets, end of year
- $11,714,991
- Total liabilities, end of year
- $3,119,716
- Net assets or fund balances, end of year
- $8,595,275
- Program services expenses (Part IX)
- $11,021,208
- Management and general expenses
- $960,546
- Fundraising expenses
- $733,971
- Program service expenses (Part III)
- $11,021,208
Program services were 86.7% 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.
Revenue
Part VIII, the statement of revenue.
-
1a · Federated campaigns
$5,890,810
-
1e · Government grants (contributions)
$8,178,974
-
1f · All other contributions, gifts and grants
$614,637
-
3 · Investment income
total $223,672 · excluded $223,672
-
7a · Gross sales of assets other than inventory
securities $203,860
-
7b · Less cost or other basis and sales expenses
securities $203,860
-
7c · Gain or loss
securities $0
-
11a · Other revenue: ADMIN FEES
total $26,641 · related or exempt $26,641
-
11d · All other revenue
total $8,483 · related or exempt $8,483
-
11e · Other revenue, total
$35,124
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $8,217,226 · program services $8,217,226
-
5 · Compensation of officers, directors and key employees
total $440,922 · program services $118,285 · management and general $273,176 · fundraising $49,461
-
7 · Other salaries and wages
total $2,391,002 · program services $1,585,163 · management and general $352,461 · fundraising $453,378
-
8 · Pension plan contributions
total $91,569 · program services $58,704 · management and general $15,814 · fundraising $17,051
-
9 · Other employee benefits
total $253,339 · program services $192,066 · management and general $6,205 · fundraising $55,068
-
10 · Payroll taxes
total $218,809 · program services $138,072 · management and general $43,397 · fundraising $37,340
-
11b · Fees: legal
total $4,338 · program services $3,320 · management and general $492 · fundraising $526
-
11c · Fees: accounting
total $57,409 · program services $43,949 · management and general $6,505 · fundraising $6,955
-
11f · Fees: investment management
total $17,094 · management and general $17,094
-
11g · Fees: other
total $203,713 · program services $136,678 · management and general $23,302 · fundraising $43,733
-
13 · Office expenses
total $126,108 · program services $80,040 · management and general $10,134 · fundraising $35,934
-
16 · Occupancy
total $187,621 · program services $154,863 · management and general $21,839 · fundraising $10,919
-
17 · Travel
total $4,078 · program services $3,457 · management and general $26 · fundraising $595
-
19 · Conferences, conventions and meetings
total $67,506 · program services $57,362 · management and general $6,309 · fundraising $3,835
-
21 · Payments to affiliates
total $99,400 · program services $80,869 · management and general $12,140 · fundraising $6,391
-
22 · Depreciation, depletion and amortization
total $5,612 · program services $4,602 · management and general $673 · fundraising $337
-
24a · Other expenses: BAD DEBT EXPENSE
total $152,789 · management and general $152,789
-
24b · Other expenses: EQUIP. RENTAL & MAINT.
total $128,828 · program services $103,840 · management and general $14,664 · fundraising $10,324
-
24c · Other expenses: COMMUNITY ENGAGEMENT
total $34,264 · program services $34,244 · fundraising $20
-
24d · Other expenses: MEMBERSHIP DUES
total $3,407 · program services $2,772 · management and general $416 · fundraising $219
-
24e · All other expenses
total $10,691 · program services $5,696 · management and general $3,110 · fundraising $1,885
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $711,534 · end of year $898,352
-
2 · Savings and temporary cash investments
beginning of year $3,769,824 · end of year $3,817,935
-
3 · Pledges and grants receivable
beginning of year $1,776,991 · end of year $3,407,260
-
9 · Prepaid expenses and deferred charges
beginning of year $20,377 · end of year $23,030
-
10a · Land, buildings and equipment: cost or other basis
$135,895
-
10b · Land, buildings and equipment: accumulated depreciation
$108,540
-
10c · Land, buildings and equipment, net
beginning of year $21,030 · end of year $27,355
-
11 · Investments: publicly traded securities
beginning of year $2,608,031 · end of year $2,529,857
-
14 · Intangible assets
beginning of year $155,973 · end of year $1,011,202
-
15 · Other assets
beginning of year $75,148 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $1,000,693 · end of year $1,031,394
-
19 · Deferred revenue
beginning of year $1,336,606 · end of year $593,819
-
25 · Other liabilities
beginning of year $606,810 · end of year $1,494,503
-
27 · Net assets without donor restrictions
beginning of year $4,719,652 · end of year $5,424,541
-
28 · Net assets with donor restrictions
beginning of year $1,475,147 · end of year $3,170,734
Mission and programs · 2024
Mission
UNITED WAY OF GREATER NEW HAVEN BRINGS PEOPLE AND ORGANIZATIONS TOGETHER TO CREATE SOLUTIONS TO OUR REGION'S MOST PRESSING CHALLENGES IN THE AREAS OF EDUCATION, HEALTH, AND FINANCIAL STABILITY, GROUNDED IN RACIAL AND SOCIAL JUSTICE. WE MOBILIZE OUR COMMUNITY TO CREATE OPPORTUNITIES FOR PEOPLE TO THRIVE. WE SERVE AS A CATALYST TO EXPAND SERVICES IN OUR COMMUNITY AND MAKE THEM MORE EFFECTIVE; WE ADVOCATE FOR POLICIES THAT IMPROVE LIVES AND CREATE LASTING CHANGE; AND WE CREATE A GREATER SENSE OF CONNECTEDNESS AND SUPPORT FOR THE COMMON GOOD. WE STRIVE TO MEET PEOPLE'S IMMEDIATE NEEDS AND CREATE LONG-TERM SOLUTIONS BECAUSE WE BELIEVE EVERY PERSON DESERVES THE OPPORTUNITY TO LIVE TO THEIR FULL POTENTIAL. TOGETHER WITH PARTNERS, DONORS AND VOLUNTEERS, UNITED WAY OF GREATER NEW HAVEN SERVED MORE THAN 97,000 PEOPLE IN OUR REGION IN FISCAL YEAR 2024-25.
Activities or mission (Part I)
UNITED WAY BRINGS PEOPLE AND ORGANIZATIONS TOGETHER TO CREATE SOLUTIONS TO GREATER NEW HAVEN'S MOST PRESSING CHALLENGES IN THE AREAS OF EDUCATION, HEALTH, AND FINANCIAL STABILITY, GROUNDED IN RACIAL AND SOCIAL JUSTICE.
-
UNITED WAY CONTINUES TO RESPOND TO THE NEEDS OF RESIDENTS WHO ARE STRUGGLING TO MAKE ENDS MEET BY INCREASING THE AVAILABILITY OF AND ACCESS TO THE BASIC NEEDS OF FOOD AND SHELTER. AS THE BACKBONE OF THE GREATER NEW HAVEN COORDINATED ACCESS NETWORK, UNITED WAY IS AT THE CENTER OF A COLLECTIVE EFFORT OF PROVIDERS AND STAKEHOLDERS ACROSS NINETEEN TOWNS TO PREVENT AND END HOMELESSNESS. UNITED WAY ALSO WORKS TO INCREASE THE AVAILABILITY OF HEALTHY FOOD DURING SCHOOL VACATION WEEKS AND IN UNDERSERVED COMMUNITIES.
Expenses $11,021,208 · Grants $8,217,226 · Revenue $35,124
-
WE ARE ALSO FOCUSED ON HELPING CHILDREN GROW, LEARN, AND THRIVE BY SUPPORTING HIGH-QUALITY LEARNING EXPERIENCES BEGINNING AT BIRTH. WE MANAGE AN EARLY HEAD START PROGRAM THAT PROVIDES FULL-DAY, FULL-YEAR CHILD CARE AND COMPREHENSIVE SERVICES FOR EIGHTY-EIGHT INFANTS AND TODDLERS AND THEIR FAMILIES. OUR SECURE START INTIATIVE PROVIDES CLASSES AND COACHING TO HELP PARENTS, CAREGIVERS, AND CHILD CARE PROVIDERS CREATE STRONG, HEALTHY RELATIONSHIPS WITH YOUNG CHILDREN. WE ARE ALSO LEADING A STRATEGIC PLANNING PROCESS AROUND EARLY CHILDHOOD IN NEW HAVEN, AND PROVIDING GRANTS TO ENHANCE THE QUALITY OF CARE AND EXPAND THE AVAILABILITY OF CHILD CARE IN NEW HAVEN. WE ALSO SUPPORT COMMUNITY ORGANIZATIONS THAT OFFER AFTER-SCHOOL AND SUMMER PROGRAMS, HELPING TO BUILD THEIR CAPACITY TO MEET YOUNG PEOPLE'S LEARNING NEEDS AND PROMOTE THEIR EMOTIONAL WELL-BEING. WE SERVE AS THE MANAGING PARTNER FOR THE NEW HAVEN TUTORING INITIATIVE, WHICH PROVIDES MATH AND LITERACY TUTORING DURING OUT OF SCHOOL TIME PROGRAMS.
-
UNITED WAY IS ALSO WORKING TO GET MORE PEOPLE ON FIRM FINANCIAL FOOTING BY CONNECTING THEM TO JOB TRAINING AND JOB SUPPORTS THAT LEAD TO QUALITY JOBS, AS WELL AS CONNECTING PEOPLE WITH FINANCIAL SERVICES AND SUPPORTS THAT ALLOW THEM TO SAVE FOR THEIR PERSONAL GOALS, SUCH AS FREE TAX ASSISTANCE AND FINANCIAL LITERACY CLASSES. UNITED WAY ALSO PROVIDES COMMUNITY NAVIGATORS TO CONNECT PEOPLE WHO ARE SEEKING TO IMPROVE THEIR FINANCIAL STABILITY WITH COMMUNITY SERVICES.
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jenna AllegrettoJENNA ALLEGRETTO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Allison BatsonALLISON BATSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jillian Jackson BontempoJILLIAN JACKSON BONTEMPO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Alan BowieALAN BOWIE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lorenzo BoydLORENZO BOYD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jermaine Brookshire JrJERMAINE BROOKSHIRE JR
OUTGOING DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chris BrownCHRIS BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Heather CalabreseHEATHER CALABRESE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Nitza Diaz-CandeloNITZA DIAZ-CANDELO
OUTGOING DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jodie DriscollJODIE DRISCOLL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kim HarrisKIM HARRIS
DIRECTOR (UNTIL 04/20/25)
- Total calculated
- $0
- Hours/week
- 1
-
David HenryDAVID HENRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Beverly HodgsonBEVERLY HODGSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Annie Merkle-WardANNIE MERKLE-WARD
CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Tameika MillerTAMEIKA MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Judith MeyersJUDITH MEYERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Karen PeartKAREN PEART
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lenny RodriguezLENNY RODRIGUEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Steven J SoleckiSTEVEN J SOLECKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Pamela Sutton-WallacePAMELA SUTTON-WALLACE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Caroline Tanbee-SmithCAROLINE TANBEE-SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Angela WardlawANGELA WARDLAW
DIRECTOR (UNTIL 11/22/24)
- Total calculated
- $0
- Hours/week
- 1
-
John WilsonJOHN WILSON
DIRECTOR (UNTIL 05/13/25)
- Total calculated
- $0
- Hours/week
- 1
-
Jennifer HeathJENNIFER HEATH
CHIEF EXECUTIVE OFFICER
- Total calculated
- $227,801
- From this org
- $203,927
- From related orgs
- $0
- Other
- $23,874
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $203,927
- Bonus
- $0
- Other
- $0
- Deferred
- $23,874
- Nontaxable benefits
- $0
- Filer's total
- $227,801
-
Christina FernandesCHRISTINA FERNANDES
CHIEF FINANCIAL OFFICER/TR
- Total calculated
- $173,356
- From this org
- $125,782
- From related orgs
- $0
- Other
- $47,574
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $125,782
- Bonus
- $0
- Other
- $0
- Deferred
- $6,778
- Nontaxable benefits
- $40,796
- Filer's total
- $173,356
-
Maria ArnoldMARIA ARNOLD
CHIEF ADVANCEMENT OFFICER
- Total calculated
- $150,705
- From this org
- $143,681
- From related orgs
- $0
- Other
- $7,024
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $143,681
- Bonus
- $0
- Other
- $0
- Deferred
- $7,024
- Nontaxable benefits
- $0
- Filer's total
- $150,705
-
Kelly LandinoKELLY LANDINO
VICE PRESIDENT - ECONOMIC
- Total calculated
- $158,274
- From this org
- $128,537
- From related orgs
- $0
- Other
- $29,737
- Hours/week
- 45
Schedule J breakdown matched by us
- Base
- $128,537
- Bonus
- $0
- Other
- $0
- Deferred
- $6,270
- Nontaxable benefits
- $23,467
- Filer's total
- $158,274
-
Alyson FoxALYSON FOX
VICE PRESIDENT - COMMUNITY
- Total calculated
- $144,412
- From this org
- $126,610
- From related orgs
- $0
- Other
- $17,802
- Hours/week
- 45
-
Shelly HicksSHELLY HICKS
VICE PRESIDENT - EDUCATION
- Total calculated
- $132,393
- From this org
- $117,611
- From related orgs
- $0
- Other
- $14,782
- Hours/week
- 45
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 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
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
-
$1,069,053
TO HELP PROVIDE ADDITIONAL AFFORDABLE INFANT AND TODDLER CARE IN OUR AREA
-
$643,760
WORKFORCE DEVELPMENT/HOMELESS SERVICES
-
NEW HAVEN READS COMMUNITY BOOK BANK
$466,804
LITERACY AND MATH TUTORING/ SUMMER YOUTH PROGRAM
-
WEST HAVEN CHILD DEVELOPMENT CENTER
$410,404
TO HELP PROVIDE ADDITIONAL AFFORDABLE INFANT AND TODDLER CARE IN OUR AREA
-
ELIZABETH CELOTTO CHILD CARE CENTER
$327,931
TO HELP PROVIDE ADDITIONAL AFFORDABLE INFANT AND TODDLER CARE IN OUR AREA
-
MORNING GLORY INFANT TODDLER CENTER
$316,256
TO HELP PROVIDE ADDITIONAL AFFORDABLE INFANT AND TODDLER CARE IN OUR AREA
-
$312,206
HOMELESS SERVICES
-
$304,833
HOMELESS SERVICES
-
$252,868
LITERACY AND MATH TUTORING
-
LITERACY AND MATH TUTORING/WORKFORCE DVELOPMENT
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 5 March 2026
- IRS schema version
- 2024v5.5
- Source object
- 202610679349300311
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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