2024-02-23T13:17:13-06:00 2023-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2022-07-01 060646761 UNITED WAY OF GREATER NEW HAVEN INC UNIT 2037722010 370 JAMES STREET NO 403 NEW HAVEN CT 06513 JENNIFER HEATH CEO 2037722010 2024-02-22 1 JENNIFER HEATH 999009999 0 LORI ROTHE YOKOBOSKY CPA P01273422 9592007000 2024-02-22 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JENNIFER HEATH 370 JAMES STREET NO 403 NEW HAVEN CT 06513 10207142 0 X WWW.UWGNH.ORG X 1953 CT 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. 23 23 34 2488 0 0 11197154 10046435 0 0 114252 64419 24592 31887 11335998 10142741 7482516 6704010 0 0 2164854 2336732 0 0 628406 875732 848487 10523102 9889229 812896 253512 7094504 7621027 2284454 2435066 4810050 5185961 X 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. 0 0 8677896 6704010 31887 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. 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. 8677896 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 160 0 1 34 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CT X X CHRISTINA FERNANDES 2037722010 370 JAMES STREET NO 403 NEW HAVEN CT 06513 JENNA ALLEGRETTO DIRECTOR 3.00 X 0 0 0 JEROME BARRILLON DIRECTOR 1.00 X 0 0 0 LORENZO BOYD DIRECTOR 1.00 X 0 0 0 CHRIS BROWN DIRECTOR 1.00 X 0 0 0 HEATHER CALABRESE DIRECTOR 1.00 X 0 0 0 NITZA DIAZ-CANDELO DIRECTOR 1.00 X 0 0 0 TIMOTHY CASHMAN DIRECTOR 1.00 X 0 0 0 JOSEPH DORNFRIED DIRECTOR 1.00 X 0 0 0 KIM HARRIS DIRECTOR 1.00 X 0 0 0 CAROLINE HENDEL DIRECTOR 1.00 X 0 0 0 BEVERLY HODGSON DIRECTOR 1.00 X 0 0 0 MICHAEL HOLMES DIRECTOR 1.00 X 0 0 0 JILLIAN JACKSON DIRECTOR 1.00 X 0 0 0 PERICLES LEWIS DIRECTOR 1.00 X 0 0 0 REBECCA MATTHEWS DIRECTOR 1.00 X 0 0 0 ANNIE MERKLE-WARD DIRECTOR 1.00 X 0 0 0 JUDITH MEYERS CHAIR 3.00 X X 0 0 0 TED NORRIS DIRECTOR 1.00 X 0 0 0 PATRICK O'BRIEN-SEVILLA DIRECTOR 1.00 X 0 0 0 LENNY RODRIGUEZ DIRECTOR 1.00 X 0 0 0 VINAY SAWANT DIRECTOR 1.00 X 0 0 0 ELIZABETH STEWART DIRECTOR 1.00 X 0 0 0 ANGELA WARDLAW DIRECTOR 1.00 X 0 0 0 DOMINIC WOOLFREY OUTGOING-DIRECTOR 1.00 X 0 0 0 JASON PRICE OUTGOING-DIRECTOR 1.00 X 0 0 0 JENNIFER HEATH CHIEF EXECUTIVE OFFICER 45.00 X 182800 0 21380 CHRISTINA FERNANDES CHIEF FINANCIAL OFFICER/TREASURER 45.00 X 112992 0 34839 MARIA ARNOLD CHIEF DEVELOPMENT OFFICER 45.00 X 126400 0 5878 ALYSON FOX VICE PRESIDENT - COMMUNITY IMPACT 45.00 X 115828 0 12121 KELLY LANDINO DIRECTOR - FINANCIAL STABILITY 45.00 X 113285 0 5255 KAREN PASCALE DIRECTOR - EARLY HEADSTART PROGRAM 45.00 X 109751 0 4675 761056 0 84148 6 0 1 0 0 3333544 6209843 503048 10046435 63889 63889 64931 64401 530 530 530 ADMIN FEES 900099 31887 31887 31887 10142741 31887 0 64419 6704010 6704010 382373 110591 255949 15833 1584399 1118952 93443 372004 76945 57858 8936 10151 135261 85354 12098 37809 157754 99385 26818 31551 992 992 55773 5800 49973 11506 11506 57706 42788 6025 8893 134477 66274 28866 39337 168708 106286 26993 35429 4013 2986 522 505 56228 35067 16172 4989 5789 3647 926 1216 UNCOLLECTIBLE PLEDGES 117207 117207 EQUIPMENT RENTAL & MAIN 102523 64589 16404 21530 MEMBERSHIP DUES 68781 42885 11891 14005 COMMUNITY ENGAGEMENT 13298 13152 125 21 51486 1065 15288 35133 9889229 8677896 582927 628406 52816 749141 3012989 2696110 2024587 1403873 15627 18958 119767 95521 30035 24246 1923637 2354575 302190 34813 71934 7094504 7621027 987279 1047844 688587 615765 608588 771457 2284454 2435066 X 3792420 4370953 1017630 815008 4810050 5185961 7094504 7621027 253512 122398 0 X 0 1 X 1 1 1 X 7544387 9273004 9254354 11079949 10046435 47198129 7544387 9273004 9254354 11079949 10046435 47198129 47198129 20217 21279 29561 33917 63889 168863 45819 124566 43771 24592 31887 270635 47637627 0.99080 0.99080 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 8,751. 2019 AMOUNT: $ 50,151. 2020 AMOUNT: $ 919. 2021 AMOUNT: $ 1,196. ADMIN FEES - 2018 AMOUNT: $ 37,068. 2019 AMOUNT: $ 74,415. 2020 AMOUNT: $ 42,852. 2021 AMOUNT: $ 23,396. 2022 AMOUNT: $ 31,887. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56949 1935 58884 57189 -240 56949 52879 4310 57189 50664 2215 52879 50664 50664 0.86000 0.14000 1 0 119767 95521 24246 24246 DONOR DIRECTED GIFTS PAYABLE 464970 CAPITAL LEASES 306487 771457 X 9341321 122398 122398 9218923 11506 912312 923818 10142741 8965410 0 8965410 11506 912312 923818 9889228 PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE UNITED WAY AND HAS CONCLUDED THAT, AS OF JUNE 30, 2023 THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE UNITED WAY'S FEDERAL INFORMATION RETURNS PRIOR TO FISCAL YEAR 2020 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. IF UNITED WAY HAS UNRELATED BUSINESS INCOME TAXES, UNITED WAY WILL RECOGNIZE INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE INCOME TAX PROVISION AND INCLUDE ACCRUED INTEREST AND PENALTIES WITH THE RELATED TAX LIABILITY IN THE STATEMENT OF FINANCIAL POSITION. PART XI, LINE 4B - OTHER ADJUSTMENTS: DESIGNATED BY DONORS 795,105. UNCOLLECIBLE PLEDGES 117,207. PART XII, LINE 4B - OTHER ADJUSTMENTS: UNCOLLECTIBLE PLEDGES 117,207. DESIGNATED BY DONORS 795,105. 0 ACHIEVEMENT FIRST 370 JAMES STREET NEW HAVEN CT 06513 651203744 25000 0 EDUCATION ASSISTANCE ALL OUR KIN PO BOX 8477 NEW HAVEN CT 06530 061539280 501C3 1024595 0 TO HELP PROVIDE ADDITIONAL AFFORDABLE INFANT AND TODDLER CARE IN OUR AREA ARTE INC 26 ATWATER ST NEW HAVEN CT 06513 542138181 501C3 10000 0 SUMMER YOUTH PROGRAM BETH-EL CENTER (CPAC) 90 NEW HAVEN AVENUE MILFORD CT 06460 222725112 501C3 237412 0 HOMELESS SHELTER ASSISTANCE CHRISTIAN COMMUNITY ACTION 168 DAVENPORT AVENUE NEW HAVEN CT 06519 060841885 501C3 236669 0 WORKFORCE DEVELOPMENT COLLAB INC 558 ORANGE ST NEW HAVEN CT 06511 861737815 501C3 8700 0 SUMMER YOUTH PROGRAM COLUMBUS HOUSE 586 ELLA GRASSO BLVD NEW HAVEN CT 06519 222511873 501C3 537201 0 HOMELESS SHELTER ASSISTANCE CONCEPTS FOR ADAPTIVE LEARNING PO BOX 8265 NEW HAVEN CT 06510 061623641 501C3 42500 0 WORKFORCE DEVELOPMENT/SUMMER YOUTH PROGRAM CONNCAT 4 SCIENCE PARK NEW HAVEN CT 06511 451257955 501C3 5800 0 SUMMER YOUTH PROGRAM CONNECTICUT ASSOCIATION FOR HUMAN SERVICES 110 BARTHOLOMEW AVE SUITE 4030 HARTFORD CT 06106 060653158 501C3 10000 0 VOLUNTEER INCOME TAX ASSISTANCE DIAPER BANK OF CT 370 STATE ST NORTH HAVEN CT 06473 201179912 501C3 55000 0 ASSISTANCE TO FAMILIES OF YOUNG CHILDREN DOWNTOWN EVENING SOUP KITCHEN PO BOX 1478 NEW HAVEN CT 06506 222985448 501C3 104136 0 HOMELESS SHELTER ASSISTANCE ELM CITY INTERNATIONAL 360 FOUNTAIN STREET NEW HAVEN CT 06515 452639435 501C3 7500 0 SUMMER YOUTH PROGRAM/FINANCIAL ASSISTANCE FOR FAMILIES EMERGE CONNECTICUT INC 830 GRAND AVE NEW HAVEN CT 06513 453789523 501C3 46500 0 WORKFORCE DEVELOPMENT FIXING FATHERS ONE DAD AT A TIME 168 BROADWAY HAMDEN CT 06518 821770942 501C3 6200 0 SUMMER YOUTH PROGRAM HAVENLY 25 TEMPLE ST NEW HAVEN CT 06510 831094860 501C3 30000 0 FINANCIAL SUPPORT FOR FAMILIES HELPING OUR PEOPLE EXCEL 1423 QUINNIPIAC AVENUE 501 NEW HAVEN CT 06513 300781968 501C3 8700 0 SUMMER YOUTH PROGRAM HORIZONS AT THE FOOTE SCHOOL 50 LOOMIS PLACE NEW HAVEN CT 06511 060646647 501C3 11200 0 SUMMER YOUTH PROGRAM ICE THE BEEF 237 COLONY RD NEW HAVEN CT 06511 852305413 501C3 290892 0 CHRONIC ABSENTEEISM LEADERSHIP EDUCATION AND ATHLETICS IN PARTNERSHIP 31 JEFFERSON STREET NEW HAVEN CT 06511 222906547 501C3 15000 0 SUMMER YOUTH PROGRAM LIBERTY COMMUNITY SERVICES INC 129 CHURCH STREET NEW HAVEN CT 06510 222849124 501C3 208995 0 FUNDING FOR COORDINATED ACCESS NETWORK COORDINATOR AND COLD WEATHER SERVICES LITTLE SCIENTISTS 25 HIGGINS DRIVE MILFORD CT 06460 061485133 501C3 7500 0 SUMMER YOUTH PROGRAM LOAVES AND FISHES 57 OLIVE ST NEW HAVEN CT 06511 833038362 501C3 10781 0 POP UP FOOD PANTRY MORNING GLORY INFANT TODDLER CENTER 49 PARMALEE AVE NEW HAVEN CT 06511 204323742 221427 0 TO HELP PROVIDE ADDITIONAL AFFORDABLE INFANT AND TODDLER CARE IN OUR AREA NEW HAVEN ECOLOGY PROJECT 358 SPRINGSIDE AVENUE NEW HAVEN CT 06515 223171185 501C3 11200 0 SUMMER YOUTH PROGRAM NEW HAVEN PROMISE 28 LINCOLN WAY NEW HAVEN CT 06510 811267064 501C3 30000 0 FINANCIAL SUPPORT FOR FAMILIES NEW HAVEN READS COMMUNITY BOOK BANK 45 BRISTOL STREET NEW HAVEN CT 06511 760807330 501C3 10000 0 SUMMER YOUTH PROGRAM NEW HAVEN SYMPHONY ORCHESTRA 4 HAMILTON STREET NEW HAVEN CT 06511 066000592 501C3 10000 0 EDUCATION ASSISTANCE NEW OPPORTUNITIES 232 NORTH ELM ST WATERBURY CT 06702 066071847 501C3 5148 0 HOUSING ASSISTANCE AND COORDINATED ACCESS NETWORK NAVIGATOR SUPPORT NEW REACH 153 EAST STREET NEW HAVEN CT 06511 223037451 501C3 304531 0 HOUSING ASSISTANCE AND HOMELESS PREVENTION READY INC 50 WHITTIER RD NEW HAVEN CT 06515 352695486 501C3 8700 0 SUMMER YOUTH PROGRAM SHUBERT PERFORMING ARTS CENTER 247 COLLEGE ST NEW HAVEN CT 06510 061054002 501C3 8700 0 SUMMER YOUTH PROGRAM SOLAR YOUTH 53 WAYFARER STREET NEW HAVEN CT 06515 061600471 501C3 8700 0 SUMMER YOUTH PROGRAM ST MARTIN DE PORRES ACADEMY 208 COLUMBUS AVE NEW HAVEN CT 06511 810666655 501C3 15000 0 EDUCATION ASSISTANCE STUDENT PARENTING AND FAMILY SERVICES WILBUR CROSS HIGH SCHOOL NEW HAVEN CT 06511 061390911 501C3 299035 0 TO HELP PROVIDE ADDITIONAL AFFORDABLE INFANT AND TODDLER CARE IN OUR AREA THE 180 CENTER CORP 438 EAST STREET NEW HAVEN CT 06511 800642741 501C3 53483 0 HOMELESS SHELTER ASSISTANCE THE BREED ACADEMY 2 ROYDON RD NEW HAVEN CT 06511 872921824 501C3 9700 0 SUMMER YOUTH PROGRAM TIDES FOUNDATION PO BOX 889389 LOS ANGELES CA 90088 510198509 501C3 7650 0 WORKFORCE DEVELOPMENT UNITED WAY OF CONNECTICUT 1344 SILAS DEANE HIGHWAY ROCKY HILL CT 06067 061084194 501C3 40858 0 211 SYSTEM SUPPORT UPON THIS ROCK 882-884 GRAND AVE NEW HAVEN CT 06511 208561681 501C3 118786 0 SUMMER YOUTH PROGRAM VARICK CHURCH 242 DIXWELL AVENUE NEW HAVEN CT 06511 222509000 501C3 206733 0 HOMELESS SHELTER ASSISTANCE WEST HAVEN CHILD DEVELOPMENT CENTER 201 NOBLE STREET WEST HAVEN CT 06516 060978738 501C3 365952 0 TO HELP PROVIDE ADDITIONAL AFFORDABLE INFANT AND TODDLER CARE IN OUR AREA WORKFORCE ALLIANCE 560 ELLA T GRASSO BLVD NEW HAVEN CT 06519 061090440 501C3 40000 0 WORKORCE DEVELOPMENT YMCA - NEW HAVEN (CCC YMCA) 50 HOWE STREET NEW HAVEN CT 06511 060662195 501C3 7500 0 SUMMER YOUTH PROGRAM YOUTH CONTINUUM INC 141 VALLEY STREET NEW HAVEN CT 06515 060848949 501C3 175602 0 YOUTH HOUSING ASSISTANCE YOUTH ENTREPRENEURS 1441 DIXWELL HAMDEN NEW HAVEN CT 06514 201641606 501C3 8700 0 SUMMER YOUTH PROGRAM 50 1 X X X X 0 0 0 0 0 0 0 0 0 JENNIFER HEATH CHIEF EXECUTIVE OFFICER 181300 0 0 0 1500 0 21380 0 0 0 204180 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS OF THE ORGANIZATION WERE AMENDED IN SEPTEMBER 2022 TO UPDATE NUMBER OF BOARD MEETINGS AND ADD CLARIFICATIONS/UPATES TO VARIOUS OFFICER/BOARD TITLES/POSITIONS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THIS FORM 990 IS PROVIDED TO THE MEMBERS OF THE BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING. THE RETURN IS ALSO REVIEWED BY THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES AND VOLUNTEERS, INCLUDING DIRECTORS, MUST COMPLETE THE UWGNH CONFLICT OF INTEREST DISCLOSURE. RESULTS ARE TABULATED AND ANY CONFLICTS ARE ADDRESSED IN A DIRECT, FAIR AND UNBIASED MANNER FIRST AT THE STAFF LEVEL, THEN THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A THE UNITED WAY BOARD OF DIRECTORS REVIEWS THE PERFORMANCE OF THE CHIEF EXECUTIVE OFFICER AND DETERMINES HIS/HER COMPENSATION. COMPENSATION RANGES ARE ESTABLISHED FOLLOWING COMPARISONS WITH SIMILAR ORGANIZATIONS IN THE AREA AS WELL AS SIMILAR UNITED WAYS IN CONNECTICUT. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE ON ITS WEBSITE. THE ORGANIZATION'S CONLFICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.