Form 990 for tax year 2025
Filed by UNITED WAY OF NAUGATUCK AND BEACON FALLS INC.
Totals
- Total revenue
- $686,362
- Total expenses
- $515,772
- Contributions and grants received
- $620,788
- Grants paid
- $408,650
- Program service revenue
- $0
- Investment income
- $5,386
- Other revenue
- $60,188
- Total assets, end of year
- $721,509
- Total liabilities, end of year
- $397,076
- Net assets or fund balances, end of year
- $324,433
- Program services expenses (Part IX)
- $456,441
- Management and general expenses
- $26,157
- Fundraising expenses
- $33,174
- Program service expenses (Part III)
- $456,441
Program services were 88.5% 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)
$200,000
-
1f · All other contributions, gifts and grants
$420,788
-
3 · Investment income
total $5,386 · excluded $5,386
-
8a · Fundraising events: gross income
$97,918
-
8b · Fundraising events: direct expenses
$37,730
-
8c · Net income from fundraising events
total $60,188 · excluded $60,188
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $408,650 · program services $408,650
-
5 · Compensation of officers, directors and key employees
total $68,300 · program services $34,150 · management and general $13,660 · fundraising $20,490
-
7 · Other salaries and wages
total $8,325 · program services $3,330 · management and general $4,995
-
8 · Pension plan contributions
total $3,476 · program services $1,672 · management and general $961 · fundraising $843
-
9 · Other employee benefits
total $73 · program services $35 · management and general $20 · fundraising $18
-
10 · Payroll taxes
total $6,240 · program services $3,001 · management and general $1,726 · fundraising $1,513
-
11c · Fees: accounting
total $3,200 · program services $1,552 · management and general $1,056 · fundraising $592
-
12 · Advertising and promotion
total $1,436 · fundraising $1,436
-
13 · Office expenses
total $3,421 · program services $1,660 · management and general $444 · fundraising $1,317
-
14 · Information technology
total $1,958 · program services $950 · management and general $646 · fundraising $362
-
19 · Conferences, conventions and meetings
total $206 · program services $101 · management and general $67 · fundraising $38
-
23 · Insurance
total $2,328 · program services $1,129 · management and general $768 · fundraising $431
-
24a · Other expenses: MEMBERSHIP FEES
total $7,223 · management and general $1,445 · fundraising $5,778
-
24b · Other expenses: POSTAGE
total $936 · program services $211 · management and general $369 · fundraising $356
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $7,562 · end of year $20,576
-
2 · Savings and temporary cash investments
beginning of year $171,386 · end of year $286,664
-
3 · Pledges and grants receivable
beginning of year $377,847 · end of year $414,048
-
9 · Prepaid expenses and deferred charges
beginning of year $210 · end of year $221
-
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 $3,957 · end of year $3,885
-
18 · Grants payable
beginning of year $374,200 · end of year $379,282
-
25 · Other liabilities
beginning of year $25,005 · end of year $13,909
-
27 · Net assets without donor restrictions
beginning of year $153,843 · end of year $165,933
-
28 · Net assets with donor restrictions
beginning of year $0 · end of year $158,500
Mission and programs · 2025
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 $456,441 · Grants $408,650
As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Sarah CallahanSARAH CALLAHAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Marcelo MartinsMARCELO MARTINS
TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
Tina DambowskyTINA DAMBOWSKY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Claudia VaudreuilCLAUDIA VAUDREUIL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Jennifer ZbellJENNIFER ZBELL
PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
Madisyn BiachiniMADISYN BIACHINI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Kim SantulliKIM SANTULLI
SECRETARY
- Total calculated
- $0
- Hours/week
- 3
-
Joe BottacariJOE BOTTACARI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Adam BronkoADAM BRONKO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Korey JarjuraKOREY JARJURA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Courtney LigiCOURTNEY LIGI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Robert DicksonROBERT DICKSON
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
Alexia McMastersALEXIA MCMASTERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
James HigginsJAMES HIGGINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Francis SantanaFRANCIS SANTANA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Joshua VaughnJOSHUA VAUGHN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Sheila SoaresSHEILA SOARES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Dana SilvaDANA SILVA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Lisa ShappyLISA SHAPPY
EXECUTIVE DIRECTOR
- Total calculated
- $68,300
- From this org
- $68,300
- 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
-
$59,600
OPERATIONAL PROGRAMS
-
$55,768
OPERATIONAL PROGRAMS
-
SAFE HAVEN OF GREATER WATERBURY
$16,000
OPERATIONAL PROGRAMS
-
CT PARTNERSHIP FOR CHILDREN
$14,000
OPERATIONAL PROGRAMS
-
$12,000
OPERATIONAL PROGRAMS
-
OPERATIONAL PROGRAMS
-
$10,000
OPERATIONAL PROGRAMS
-
OPERATIONAL PROGRAMS
-
$10,000
OPERATIONAL PROGRAMS
-
$7,500
OPERATIONAL PROGRAMS
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 3 June 2026
- IRS schema version
- 2025v4.1
- Source object
- 202641639349300619
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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