2023-09-05T11:17:56-05:00 2022-12-31 060674931 BAILEY MOORE GLAZER SCHAEFER PROTO LLP 16 LUNAR DRIVE WOODBRIDGE CT 065252232 990 2022-01-01 060788028 UNITED WAY OF NAUGATUCK AND BEACON FALLS INC UNIT 2037291564 270 CHURCH STREET NAUGATUCK CT 06770 ALLAN V MONTEIRO PRESIDENT 2037291564 2023-08-19 1 ALLAN MONTEIRO XXX-XX-XXXX 1 JOHN F ONOFRIO CPA P00012572 2033977700 2023-08-19 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ALLAN V MONTEIRO 270 CHURCH STREET NAUGATUCK CT 06770 500846 0 X N/A X 1963 CT TO FUND CHARITABLE AGENCIES IN THE NAUGATUCK AND BEACON FALLS AREA 17 17 2 35 0 0 378127 374447 0 0 199 222 54338 83214 432664 457883 342015 359000 0 0 75508 79133 0 0 26748 19353 16929 436876 455062 -4212 2821 480803 493488 376949 386813 103854 106675 X 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. 0 0 402093 359000 SOCICITATION AND ALLOCATION OF FUNDS FOR HEALTH, WELFARE AND RECREATIONAL AGENCIES WHICH PROACTIVELY IMPROVE THE WELL BEING OF THE COMMUNITY 402093 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 2 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CT X UNITED WAY OF NAUGATUCK AND BEACON 2037291564 270 CHURCH STREET NAUGATUCK CT 06770 X JON FARMER DIRECTOR 3.00 X 0 0 0 DANA SILVA TREASURER 3.00 X X 0 0 0 DONNA ANDREW DIRECTOR 3.00 X 0 0 0 TRICIA DIGENERO DIRECTOR 3.00 X 0 0 0 JENNIFER ZBELL SECRETARY 3.00 X X 0 0 0 DAVID ROTATORI DIRECTOR 3.00 X 0 0 0 COURTNEY LIGI DIRECTOR 3.00 X 0 0 0 MARCELO MARTINS DIRECTOR 3.00 X 0 0 0 KIM SANTULLI DIRECTOR 3.00 X 0 0 0 PEDRO PIRES DIRECTOR 3.00 X 0 0 0 JOHN MCCORMACK DIRECTOR 3.00 X 0 0 0 ROBERT DICKSON DIRECTOR 3.00 X 0 0 0 MARYLOU CUNNINGHAM DIRECTOR 3.00 X 0 0 0 ALLAN MONTEIRO PRESIDENT 3.00 X X 0 0 0 DAVID MULHALL DIRECTOR 3.00 X 0 0 0 STEPHEN PRETTO DIRECTOR 3.00 X 0 0 0 LAURIE YELDING DIRECTOR 3.00 X 0 0 0 LISA SHAPPY EXECUTIVE DIRECTOR 40.00 X 56279 0 0 56279 0 0 0 0 0 0 0 374447 374447 222 222 126177 42963 83214 83214 457883 0 0 83436 359000 359000 56279 28139 11256 16884 13347 5339 8008 3642 1751 1008 883 5865 2820 1623 1422 3100 1504 1022 574 430 430 2188 1061 284 843 1694 822 558 314 100 49 32 19 2913 1413 961 539 MEMBERSHIP FEES 5639 0 1128 4511 POSTAGE 865 195 341 329 455062 402093 26221 26748 25323 15824 186119 138622 269361 339042 6800 6800 0 0 480803 493488 200 126 343131 359000 33618 27687 376949 386813 X 103854 106675 103854 106675 480803 493488 2821 0 X X 0 1 X 0 0 X 351559 343157 388042 378127 374447 1835332 351559 343157 388042 378127 374447 1835332 1835332 780 748 304 199 222 2253 36290 48298 19188 54338 83214 241328 2078913 0.88280 0.90310 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 127697 -19018 4537 104142 116430 15784 4517 127697 108521 12256 4347 116430 95329 17461 4269 108521 106811 -7234 4248 95329 1 0 6800 6800 0 0 NAUGATUCK DIRECT ASSISTANCE 27687 27687 457883 0 457883 0 457883 455062 0 455062 0 455062 X X X X CT GOLF TOURNAMENT 24401 24401 11290 FESTIVAL OF TREES 11929 11929 2226 18 89847 89847 29447 126177 126177 42963 42963 83214 1 AMERICAN RED CROSS CONNECTICUT REGION 209 FARMINGTON AVE FARMINGTON CT 06832 530196605 501(C)(3) 8500 0 OPERATIONAL PROGRAMS CATHOLIC CHARITIES 56 CHURCH ST WATERBURY CT 06702 060667607 501(C)(3) 16000 0 OPERATIONAL PROGRAMS WELLMORE INC 141 EAST MAIN ST WATERBURY CT 06702 060669107 501(C)(3) 53000 0 OPERATIONAL PROGRAMS INFOLINE CO UNITED WAY OF CONNECTICUT 1355 SILAS DEANE HIGHWAY ROCKY HILL CT 06067 061084194 501(C)(3) 4174 0 OPERATIONAL PROGRAMS LITERACY VOLUNTEERS OF GREATER WTBY 267 GRAND STREET WATERBURY CT 06702 061452659 501(C)(3) 5000 0 OPERATIONAL PROGRAMS KELLYS KIDS INC 9 SPRING ST PROSPECT CT 06712 471725196 501(C)(3) 5000 0 OPERATIONAL PROGRAMS NAUGATUCK BABE RUTH LEAQUE PO BOX 472 NAUGATUCK CT 06770 066041317 501(C)(3) 1000 0 OPERATIONAL PROGRAMS THE SALVATION ARMY PO BOX 628 HARTFORD CT 06142 133485289 501(C)(3) 18000 0 OPERATIONAL PROGRAMS SAFE HAVEN OF GREATER WATERBURY PO BOX 1503 WATERBURY CT 06721 060996479 501(C)(3) 16000 0 OPERATIONAL PROGRAMS YMCA NAUGATUCK 284 CHURCH STRET NAUGATUCK CT 06770 060646770 501(C)(3) 62000 0 OPERATIONAL PROGRAMS CT PARTNERSHIP FOR CHILDREN 13 SCOTT STREET NAUGATUCK CT 06770 269609367 501(C)(3) 15240 0 OPERATIONAL PROGRAMS HIDDEN ACRES TERAPEUTIC RIDING CENTER 45 GABRRIEL DR NAUGATUCK CT 06770 263248176 501(C)(3) 12185 0 OPERATIONAL PROGRAMS NAUGATUCK YOUTH SERVICES 13 SCOTT STREET NAUGATUCK CT 06770 208934900 501(C)(3) 6720 0 OPERATIONAL PROGRAMS CT FOODSHARE 2 RESEACH PARKWAY WALLINGFORD CT 06492 061063025 501(C)(3) 3000 0 OPERATIONAL PROGRAMS CT ASSOCIATION FOR HUMAN SERVICES 110 BARTHOLOMEW AVENUE HARTFORD CT 06106 060653158 501(C)(3) 1500 0 OPERATIONAL PROGRAMS UNION CITY LITTLE LEAGUE PO BOX 1042 NAUGATUCK CT 06770 223284026 501(C)(3) 1000 0 OPERATIONAL PROGRAMS NAUGATUCK CAMPERSHIP FUND 270 CHURCH STREET NAUGATUCK CT 06770 060979758 501(C)(3) 5000 0 OPERATIONAL PROGRAMS 17 17 PART I, LINE 2: REPORTING BACK TO THE UNITED WAY FROM THE GRANTEES AND PROVIDING ANNUAL COPIES OF FINANCIAL REPORTS AND TAX RETURNS FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE BOARD ARE PROPOSED TO THE MEMBERSHIP AT THE ANNUAL MEETING AND VOTED ON. IF A BOARD VACANCY HAPPENS IN BETWEEN ANNUAL MEETINGS THEN THE BOARD OF DIRECTORS CAN VOTE ON PROPOSED MEMBERS TO THE BOARD. THE BOARD MEMBERS WILL PLACE NOMINATIONS OF NEW BOARD MEMBERS AT THE NEXT ANNUAL MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE MANAGEMENT OF THE ORGANIZATION WILL GET A DRAFT COPY OF THE TAX RETURN AND WILL MAKE COMMENTS AND WILL MAKE CHANGES. FORM 990, PART VI, SECTION B, LINE 12C THE OFFICES, DIRECTORS, OR TRUSTEES AND KEY EMPLOYEES ARE REQUIRED TO DISCLOSE ANNUALLY INTERESTS THAT COULD GIVE RISE TO CONFLICTS IMMEDIATELY FOLLOWING OUR ANNUAL MEETING HELD IN THE LATE WINTER. EACH BOARD MEMBER AND STAFF RECEIVES A COPY OF THE CODE OF ETHICS WHICH REVIEWS THE CONFLICT OF INTEREST ITEM. A SIGNATURE OF ACCEPTANCE MUST BE A FILE AT THE OFFICE. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTORS PAY IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE UNITED WAY OF NAUGATUCK AND BEACON FALLS MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY (CODE OF ETHICS) AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. ALL THE DOCUMENTS ARE LOCATED AT THE UNITED WAY OFFICE. THE 2022 FORM 990 WILL BE MADE AVAILABLE ON OUR WEBSITE. PART XI LINE 2 C THE PROCESS HAS NOT CHANGED FROM PRIOR YEARS. ONCE THE AUDIT IS COMPLETED A COMMITTEE OF THE BOARD REVIEWS AND GOES OVER THE REPORT WITH THE AUDITOR