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Nonprofiteer
← UNITED WAY OF GREATER NEW HAVEN INC

Form 990 for tax year 2022

Filed by UNITED WAY OF GREATER NEW HAVEN INC.

Totals

Total revenue
$10,142,741
Total expenses
$9,889,229
Contributions and grants received
$10,046,435
Grants paid
$6,704,010
Program service revenue
$0
Investment income
$64,419
Other revenue
$31,887
Total assets, end of year
$7,621,027
Total liabilities, end of year
$2,435,066
Net assets or fund balances, end of year
$5,185,961
Program services expenses (Part IX)
$8,677,896
Management and general expenses
$582,927
Fundraising expenses
$628,406
Program service expenses (Part III)
$8,677,896

Program services were 87.8% 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

    $3,333,544

  • 1e · Government grants (contributions)

    $6,209,843

  • 1f · All other contributions, gifts and grants

    $503,048

  • 3 · Investment income

    total $63,889 · excluded $63,889

  • 7a · Gross sales of assets other than inventory

    securities $64,931

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

    securities $64,401

  • 7c · Gain or loss

    securities $530

  • 7d · Net gain or loss

    total $530 · excluded $530

  • 11a · Other revenue: ADMIN FEES

    total $31,887 · related or exempt $31,887

  • 11e · Other revenue, total

    $31,887

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $6,704,010 · program services $6,704,010

  • 5 · Compensation of officers, directors and key employees

    total $382,373 · program services $110,591 · management and general $255,949 · fundraising $15,833

  • 7 · Other salaries and wages

    total $1,584,399 · program services $1,118,952 · management and general $93,443 · fundraising $372,004

  • 8 · Pension plan contributions

    total $76,945 · program services $57,858 · management and general $8,936 · fundraising $10,151

  • 9 · Other employee benefits

    total $135,261 · program services $85,354 · management and general $12,098 · fundraising $37,809

  • 10 · Payroll taxes

    total $157,754 · program services $99,385 · management and general $26,818 · fundraising $31,551

  • 11b · Fees: legal

    total $992 · management and general $992

  • 11c · Fees: accounting

    total $55,773 · program services $5,800 · management and general $49,973

  • 11f · Fees: investment management

    total $11,506 · management and general $11,506

  • 11g · Fees: other

    total $57,706 · program services $42,788 · management and general $6,025 · fundraising $8,893

  • 13 · Office expenses

    total $134,477 · program services $66,274 · management and general $28,866 · fundraising $39,337

  • 16 · Occupancy

    total $168,708 · program services $106,286 · management and general $26,993 · fundraising $35,429

  • 17 · Travel

    total $4,013 · program services $2,986 · management and general $522 · fundraising $505

  • 19 · Conferences, conventions and meetings

    total $56,228 · program services $35,067 · management and general $16,172 · fundraising $4,989

  • 22 · Depreciation, depletion and amortization

    total $5,789 · program services $3,647 · management and general $926 · fundraising $1,216

  • 24a · Other expenses: UNCOLLECTIBLE PLEDGES

    total $117,207 · program services $117,207

  • 24b · Other expenses: EQUIPMENT RENTAL & MAIN

    total $102,523 · program services $64,589 · management and general $16,404 · fundraising $21,530

  • 24c · Other expenses: MEMBERSHIP DUES

    total $68,781 · program services $42,885 · management and general $11,891 · fundraising $14,005

  • 24d · Other expenses: COMMUNITY ENGAGEMENT

    total $13,298 · program services $13,152 · management and general $125 · fundraising $21

  • 24e · All other expenses

    total $51,486 · program services $1,065 · management and general $15,288 · fundraising $35,133

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $52,816 · end of year $749,141

  • 2 · Savings and temporary cash investments

    beginning of year $3,012,989 · end of year $2,696,110

  • 3 · Pledges and grants receivable

    beginning of year $2,024,587 · end of year $1,403,873

  • 9 · Prepaid expenses and deferred charges

    beginning of year $15,627 · end of year $18,958

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

    $119,767

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

    $95,521

  • 10c · Land, buildings and equipment, net

    beginning of year $30,035 · end of year $24,246

  • 11 · Investments: publicly traded securities

    beginning of year $1,923,637 · end of year $2,354,575

  • 14 · Intangible assets

    end of year $302,190

  • 15 · Other assets

    beginning of year $34,813 · end of year $71,934

  • 17 · Accounts payable and accrued expenses

    beginning of year $987,279 · end of year $1,047,844

  • 19 · Deferred revenue

    beginning of year $688,587 · end of year $615,765

  • 25 · Other liabilities

    beginning of year $608,588 · end of year $771,457

  • 27 · Net assets without donor restrictions

    beginning of year $3,792,420 · end of year $4,370,953

  • 28 · Net assets with donor restrictions

    beginning of year $1,017,630 · end of year $815,008

Mission and programs · 2022

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 ALL SECTORS OF OUR COMMUNITY TO CLOSE GAPS AND OPEN OPPORTUNITIES. 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 145,000 PEOPLE IN OUR REGION IN FISCAL YEAR 2022-23.

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 $8,677,896 · Grants $6,704,010 · Revenue $31,887

  • 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 PROGRAM THAT PROVIDES FULL-DAY, FULL-YEAR CHILD CARE AND COMPREHENSIVE EARLY HEAD START 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 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. IN 2023, WE TOOK ON THE ROLE OF 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 VITA THAT PROVIDES FREE TAX ASSISTANCE AND TRUSTPLUS, A FREE FINANCIAL COACHING SERVICE.

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

Listed in Part VII

  • JENNA ALLEGRETTO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    3

  • JEROME BARRILLON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LORENZO BOYD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRIS BROWN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • HEATHER CALABRESE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NITZA DIAZ-CANDELO

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TIMOTHY CASHMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH DORNFRIED

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KIM HARRIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CAROLINE HENDEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BEVERLY HODGSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL HOLMES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JILLIAN JACKSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PERICLES LEWIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • REBECCA MATTHEWS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANNIE MERKLE-WARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JUDITH MEYERS

    CHAIR

    Total calculated
    $0
    Hours/week
    3

  • TED NORRIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PATRICK O'BRIEN-SEVILLA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LENNY RODRIGUEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • VINAY SAWANT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ELIZABETH STEWART

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANGELA WARDLAW

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DOMINIC WOOLFREY

    OUTGOING-DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JASON PRICE

    OUTGOING-DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JENNIFER HEATH

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $204,180
    From this org
    $182,800
    From related orgs
    $0
    Other
    $21,380
    Hours/week
    45

    Schedule J breakdown matched by us

    Base
    $181,300
    Bonus
    $0
    Other
    $1,500
    Deferred
    $21,380
    Nontaxable benefits
    $0
    Filer's total
    $204,180

  • CHRISTINA FERNANDES

    CHIEF FINANCIAL OFFICER/TREASURER

    Total calculated
    $147,831
    From this org
    $112,992
    From related orgs
    $0
    Other
    $34,839
    Hours/week
    45

  • MARIA ARNOLD

    CHIEF DEVELOPMENT OFFICER

    Total calculated
    $132,278
    From this org
    $126,400
    From related orgs
    $0
    Other
    $5,878
    Hours/week
    45

  • ALYSON FOX

    VICE PRESIDENT - COMMUNITY IMPACT

    Total calculated
    $127,949
    From this org
    $115,828
    From related orgs
    $0
    Other
    $12,121
    Hours/week
    45

  • KELLY LANDINO

    DIRECTOR - FINANCIAL STABILITY

    Total calculated
    $118,540
    From this org
    $113,285
    From related orgs
    $0
    Other
    $5,255
    Hours/week
    45

  • KAREN PASCALE

    DIRECTOR - EARLY HEADSTART PROGRAM

    Total calculated
    $114,426
    From this org
    $109,751
    From related orgs
    $0
    Other
    $4,675
    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

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

Provenance

Return type
form_990
Tax year
2022
Filed
22 February 2024
IRS schema version
2022v5.0
Source object
202440549349300629

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

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