2025-01-17T15:19:01-06:00 2024-06-30 221478099 COHNREZNICK LLP 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2023-07-01 061084194 UNITED WAY OF CONNECTICUT INC UNIT 8605717500 55 CAPITAL BLVD 401 ROCKY HILL CT 06067 LISA TEPPER BATES PRESIDENT/CEO 8605717554 2025-01-17 1 1 JOLANTA TUCK CPA P01340068 9592007000 2025-01-16 2023 2024-10-15 13:58:12Z LISA TEPPER BATES 55 CAPITAL BLVD 401 ROCKY HILL CT 06067 34528600 0 X WWW.CTUNITEDWAY.ORG X 1974 CT THE MISSION OF UNITED WAY OF CONNECTICUT IS TO HELP THE PEOPLE OF CONNECTICUT TO THRIVE THROUGH TRUSTED PARTNERSHIPS AND INNOVATIVE SOLUTIONS. 17 16 428 16 0 0 36991183 33683511 765508 652280 0 0 58649 192809 37815340 34528600 0 110000 0 0 24984427 26684473 0 0 0 12769959 7365825 37754386 34160298 60954 368302 20018123 20654233 16747794 17015601 3270329 3638632 X THE MISSION OF UNITED WAY OF CONNECTICUT (UWC) IS TO HELP THE PEOPLE OF CONNECTICUT TO THRIVE THROUGH TRUSTED PARTNERSHIPS AND INNOVATIVE SOLUTIONS. 0 0 15494063 110000 652280 UNITED WAY OF CONNECTICUT'S 211 IS A FREE, 24/7 INFORMATION AND REFERRAL SERVICE CONNECTING CONNECTICUT RESIDENTS TO ESSENTIAL HEALTH AND HUMAN SERVICES, INCLUDING MENTAL HEALTH CRISIS INTERVENTION AND THE NATIONAL SUICIDE PREVENTION LIFELINE (988). RESIDENTS CAN REACH 211 BY DIALING 2-1-1 OR VISITING 211CT.ORG. 211 OPERATES 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS A YEAR, WITH MULTILINGUAL CONTACT SPECIALISTS AND TDD ACCESS AVAILABLE.IN FY24, 211 RESPONDED TO OVER 1.7 MILLION ASSISTANCE REQUESTS FROM CONNECTICUT RESIDENTS VIA PHONE AND ONLINE. 211 MAINTAINS A COMPUTERIZED DATABASE OF 3,866 HEALTH AND HUMAN SERVICE AGENCIES OFFERING MORE THAN 37,159 SERVICES AND MORE THAN 4,000 LICENSED CHILDCARE FACILITIES.IN 2024, 211CT SECURED THE NICE CX EXCELLENCE AWARD FOR OUTSTANDING CLOUD REALIZATION, RECOGNIZING 211CT'S CLOUD-BASED TECHNOLOGY IMPLEMENTATION, WHICH ALLOWS FOR CONTACT CENTER INNOVATION AT SCALE. 211CT WAS PART OF THE NATIONWIDE ROLL-OUT OF 988, THE NEW THREE-DIGIT MENTAL HEALTH CRISIS LINE, IN JULY 2022. IN RESPONSE, 211CT EXPANDED OUR CRISIS TEAM BY MORE THAN 60%. OUR 988 SERVICE IS CONSISTENTLY AMONG THE TOP FIVE PERFORMERS IN THE NATION. WE WERE HONORED TO RECEIVE THE AMERICAN ASSOCIATION OF SUICIDOLOGY 2022 CRISIS CENTER OF EXCELLENCE AWARD FOR THE NATION. 10361404 CARE4KIDS IS CONNECTICUT'S CHILDCARE SUBSIDY PROGRAM THAT HELPS LOW- TO MODERATE-INCOME WORKING FAMILIES PAY FOR CHILDCARE. UWCT'S SCOPE OF RESPONSIBILITY INCLUDES CALL CENTER, INTAKE, ELIGIBILITY, INVOICE PROCESSING, MAILROOM, GRIEVANCE AND MEDIATION AND PROGRAM OUTREACH. 26,691 CHILDREN ENROLLED IN CARE4KIDS RECEIVED 216,915 CALLS AND PROCESSED 62,000 INVOICES. 3454720 211 CHILDCARE SERVES AS CONNECTICUT'S COMPREHENSIVE CHILDCARE RESOURCE AND REFERRAL SYSTEM. IT PROVIDES CRITICAL SUPPORT TO PARENTS AND CHILDCARE PROVIDERS BY HELPING THEM FIND SUITABLE RESOURCES AND REFERRALS. 211 CHILDCARE ALSO EDUCATES PARENTS AND PROVIDERS ON KEY QUALITY INDICATORS FOR EARLY CHILDHOOD PROGRAMS, MAINTAINING A ROBUST DATABASE OF APPROXIMATELY 5,000 LICENSED AND LICENSE-EXEMPT PROGRAMS ACROSS THE STATE. ADDITIONALLY, 211 CHILDCARE OFFERS ORIENTATION TRAINING AND MATERIALS TAILORED FOR IN-HOME PROVIDERS AND SUPPLIES INFORMATION TO ASSIST UNLICENSED PROVIDERS IN OBTAINING LICENSURE.BEYOND REFERRAL SERVICES, 211 CHILDCARE PROVIDES A RANGE OF PROFESSIONAL DEVELOPMENT OPPORTUNITIES, INCLUDING TRAINING PROGRAMS, TECHNICAL ASSISTANCE, AND PROFESSIONAL GROWTH RESOURCES FOR EARLY CARE AND EDUCATION PROVIDERS. THE SERVICE ALSO INCLUDES DIGITAL FINGERPRINT COLLECTION SERVICES, SUPPORTING THE LICENSING AND EMPLOYMENT PROCESS FOR PROVIDERS IN CONNECTICUT. 911454 UNITED WAY OF CONNECTICUT IS THE STATE ASSOCIATION FOR CONNECTICUT'S 14 LOCAL UNITED WAYS AND LEADS THE NETWORK'S COLLECTIVE EFFORTS TO IMPROVE THE LIVES OF RESIDENTS STRUGGLING TO MAKE ENDS MEET. CONNECTICUT UNITED WAYS PARTNER WITH UNITED FOR ALICE ON A DATA-DRIVEN, COMPREHENSIVE RESEARCH PROJECT THAT PROVIDES A LOOK AT FINANCIAL HARDSHIP FOR HOUSEHOLDS ACROSS CONNECTICUT THAT ARE ALICE, AN ACRONYM FOR ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED. THE GOAL IS TO RAISE AWARENESS ABOUT THE 39% OF WORKING CONNECTICUT RESIDENTS WHO ARE NOT ABLE TO AFFORD BASIC NEEDS AND TO ADVOCATE FOR POLICIES THAT BUILD A BRIDGE TO STABILITY FOR CONNECTICUT FAMILIES, OUR ESSENTIAL WORKFORCE. 911454 30221641 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 1 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 1 1 0 0 0 1 45 0 1 428 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X X SUNEETHA ADERU 8603724230 55 CAPITAL BLVD 401 ROCKY HILL CT 06067 ABIGAIL JEWETT BOARD MEMBER 0.50 X 0 0 0 ALBERTO COTA BOARD MEMBER 0.50 X 0 0 0 BRIAN GOULD BOARD MEMBER 0.50 X 0 0 0 GREG BUTLER BOARD MEMBER 0.50 X 0 0 0 JASON JAKUBOWSKI BOARD MEMBER 1.00 X 0 0 0 JENNIFER HEATH BOARD MEMBER 1.00 X 0 0 0 JONATHAN H BEAMON BOARD MEMBER 0.50 X 0 0 0 KRISTEN JACOBY BOARD MEMBER 1.00 X 0 0 0 LEE ANN GOMES BOARD MEMBER 0.50 X 0 0 0 LISA TEPPER BATES PRESIDENT/CEO 40.00 X X 228478 0 47430 MARIA HARLOW SECRETARY 1.50 X X 0 0 0 MICHAEL DUNCAN BOARD MEMBER 1.00 X 0 0 0 ROBERT WIENNER BOARD MEMBER 1.50 X 0 0 0 STEVEN HERNANDEZ BOARD MEMBER 1.00 X 0 0 0 SULMA AVENANCIO IMMEDIATE PAST CHAIR 0.50 X X 0 0 0 TRACY MICHAUD CHAIR 2.00 X X 0 0 0 YVETTE HIGHSMITH-FRANCIS VICE CHAIR 2.00 X X 0 0 0 MITCH BEAUREGARD OUTGOING TREASURER/SR VP BUS. OPS. 40.00 X 152462 0 33211 KATIE LONGLEY TREASURER/CHIEF OPERATING OFFICER 3/24 40.00 X 0 0 0 ADERU SUNEETHA DIRECTOR OF FINANCE 40.00 X 125649 0 9315 AMY H CASAVINA HALL SVP, STRATEGIC PARTNERSHIPS, DEVELOPMEN 40.00 X 152195 0 12157 CHERYL SUTERA SR. VP CHILD CARE 40.00 X 160579 0 23809 LEO PELLERIN CHIEF INFORMATION OFFICER 40.00 X 170460 0 41161 TANYA BARRETT SR. VP HEALTH & HUMAN SVCS 40.00 X 142903 0 39631 1132726 0 206714 15 0 1 0 INCONTACT 75 WEST TOWNE RIDGE SANDY UT 06070 TELEPHONE AND INTERNET 468627 EXPEVIA INTERACTION MARKETING GROUP 2840 WEST 21ST STREET ERIE PA 16506 STAFFING AGENCY 323968 CONSOLIDATED COMPUTING 380 MOREHOUSE ROAD EASTON CT 06612 SOFTWARE - BACKUP OFFICE 365, FORTINET S 262166 LANGUAGE LINE PO BOX 202564 DALLAS TX 75320 INTERPRETATION SERVICES 225102 SOLUTIONS21 152 WABASH STREET PITTSBURGH PA 15220 STAFF TRAINING 178374 21 329946 33353565 33683511 OTHER CONTRACTS 900099 652280 652280 652280 192809 192809 192809 34528600 652280 0 192809 110000 110000 436494 436494 20581267 18577057 2004210 1329035 1198999 130036 2801017 2578712 222305 1536660 1374789 161871 94963 94963 74715 74715 287071 287071 2626283 2234502 391781 357765 356815 950 668761 599922 68839 1271947 1104936 167011 66539 66401 138 109809 104319 5490 PROGRAM MATERIAL 942481 756561 185920 STAFF TRAINING AND DEVE 335935 284350 51585 PROVIDER TRAINING 75450 75450 454106 416794 37312 34160298 30221641 3938657 0 9109271 10956123 1761291 748795 167279 155768 1785520 419080 1191000 1366440 7789282 7427107 20018123 20654233 2606979 2504933 5507089 6146726 844444 802680 7789282 7561262 16747794 17015601 X 3270329 3638632 3270329 3638632 20018123 20654233 368302 0 X 0 1 X 1 1 1 X 19462331 26108203 37487536 36991183 33683511 153732764 19462331 26108203 37487536 36991183 33683511 153732764 153732764 53462 52360 67809 58649 192809 425089 154157853 3193498 0.99720 0.99810 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 53,462. 2020 AMOUNT: $ 52,360. 2021 AMOUNT: $ 67,809. 2022 AMOUNT: $ 58,649. 2023 AMOUNT: $ 192,809. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 287071 0 0 287071 0 PART II-B, LINE 1: THE FIRM GALLO AND ROBINSON WAS RETAINED TO PERFORM LOBBYING SERVICES. 1292492 83928 1208564 493028 335152 157876 1366440 OPERATING LEASE LIABILITIES 7561262 7561262 X PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF JUNE 30, 2024 AND 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 CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION'S FEDERAL AND STATE INFORMATION RETURNS PRIOR TO YEAR 2021 ARE CLOSED AND MANAGEMENT CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. THE ORGANIZATION 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 CONSOLIDATED STATEMENT OF FINANCIAL POSITION. 0 STATE OF CONNECTICUT DEPARTMENT OF PUBLIC HEALTH MS13 GCT 410 CAPITOL AVE PO BOX 340308 HARTFORD CT 061340308 110000 0 THE GRANT IS DEDICATED TO DESIGNING, IMPLEMENTING, COORDINATING, AND ENHANCING A STATEWIDE INITIATIVE FOR SUICIDE PREVENTION. IT FOCUSES ON REDUCING SUICIDE AND SUICIDAL BEHAVIOR AMONG TARGETED VULNERABLE POPULATIONS IN CONNECTICUT. ADDITIONALLY, IT INCLUDES THE DEVELOPMENT AND EXECUTION OF A COMMUNICATION AND DISSEMINATION PLAN FOR PROJECT STAKEHOLDERS. 1 X X X 0 0 0 0 0 0 0 1 0 LISA TEPPER BATES PRESIDENT/CEO 208478 0 20000 0 0 0 18989 0 28441 0 275908 0 0 0 LEO PELLERIN CHIEF INFORMATION OFFICER 163445 0 7015 0 0 0 14132 0 27029 0 211621 0 0 0 MITCH BEAUREGARD OUTGOING TREASURER/SR VP BUS. OPS. 146480 0 5982 0 0 0 12592 0 20619 0 185673 0 0 0 CHERYL SUTERA SR. VP CHILD CARE 153829 0 6750 0 0 0 12986 0 10823 0 184388 0 0 0 TANYA BARRETT SR. VP HEALTH & HUMAN SVCS 136516 0 6387 0 0 0 12143 0 27488 0 182534 0 0 0 AMY H CASAVINA HALL SVP, STRATEGIC PARTNERSHIPS, DEVELO 145945 0 6250 0 0 0 12157 0 0 0 164352 0 0 0 PART I, LINE 7 THE EXECUTIVE TEAM RECEIVED A BOARD APPROVED CALENDAR YEAR INCENTIVE COMPENSATION PAYMENT IN THEIR 2023 W2. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW, COMMENTS, AND QUESTIONS. ONCE REVIEWED, THE FORM 990 IS SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE PRESIDENT IS RESPONSIBLE FOR COLLECTING AND REVIEWING THE CONFLICT OF INTEREST FORMS. IF A CONFLICT IS IDENTIFIED, THE PRESIDENT WILL CONSULT WITH THE COVERED PERSON TO OBTAIN INFORMATION NECESSARY TO MAKE A JUDGMENT TO PROVIDE GUIDANCE AS TO THE APPROPRIATE COURSE OF ACTION. THE PRESIDENT WILL REPORT THE RESULTS OF SUCH REVIEW TO THE CHAIR OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS DETERMINES REASONABLE COMPENSATION BASED ON SURVEYS AND OTHER RESEARCH ON EXECUTIVE COMPENSATION IN COMPARABLE ORGANIZATIONS. THE BOARD EVALUATES THE PRESIDENT'S PERFORMANCE ANNUALLY, ADJUSTS THE PRESIDENT'S COMPENSATION AND BENEFITS AS APPROPRIATE, AND DOCUMENTS THE ENTIRE PROCESS. REASONABLE COMPENSATION FOR KEY EMPLOYEES IS DETERMINED BASED UPON MERIT REVIEWS AND BY COMPARISON TO INDUSTRY STANDARDS DOCUMENTED IN AN INDEPENDENT COMPENSATION ANALYSIS. GUIDELINES HAVE BEEN DEVELOPED FOR ALL STAFF POSITIONS AND ARE REVIEWED ANNUALLY BY SENIOR MANAGEMENT AND ADJUSTED ACCORDINGLY. FORM 990, PART VI, SECTION C, LINE 19 UNITED WAY OF CONNECTICUT'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS AND FORM 990S ARE AVAILABLE ON OUR WEBSITE WWW.CTUNITEDWAY.ORG. CONNECTICUT POLICY AND ECONOMIC COUNCIL 1344 SILAS DEANE HIGHWAY ROCKY HILL CT 06067 222708727 INCREASE PUBLIC AWARENESS CT 501(C)(3) 7 UNITED WAY OF CONNECTICUT INC 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0