2026-03-23T18:40:46-05:00 2025-06-30 333709623 COHNREZNICK ADVISORY LLC 350 CHURCH STREET 12TH FLOOR HARTFORD CT 06103 990 2024-07-01 061084194 UNITED WAY OF CONNECTICUT INC UNIT 8605717500 55 CAPITAL BLVD 401 ROCKY HILL CT 06067 LISA TEPPER BATES PRESIDENT/CEO 8605717554 2026-03-22 1 1 JOLANTA TUCK P01340068 9592007000 2026-03-21 2024 2025-03-06 01:10:19Z LISA TEPPER BATES 55 CAPITAL BLVD 401 ROCKY HILL CT 06067 36919209 0 X WWW.CTUNITEDWAY.ORG X 1974 CT UNITED WAY OF CONNECTICUT IS PROUD TO BE A TRUSTED AND VITAL RESOURCE FOR HELP AND INFORMATION ABOUT WHAT THE PEOPLE OF CONNECTICUT NEED.WE RESPOND TO REQUESTS FOR FOOD, HOUSING, HEALTH CARE, CHILD CARE, CHILD DEVELOPMENT RESOURCES, MENTAL HEALTH SUPPORT AND CRISIS SERVICES AND PROVIDE EMERGENCY SERVICES DURING NATURAL DISASTERS. WE BRING A COMPREHENSIVE, COMPASSIONATE APPROACH TO EVERY REQUEST FOR HELP, AND OUR REACH ACROSS EVERY ZIP CODE MEANS WE CAN CREATE PARTNERSHIPS, SHARE INNOVATIONS AND SCALE IMPACT TO IMPROVE LIVES IN EVERY COMMUNITY IN CONNECTICUT.WHENEVER AND WHEREVER THERE IS A NEED IN CONNECTICUT, UNITED WAY OF CONNECTICUT ANSWERS THE CALL. 15 14 419 14 0 0 33683511 35491236 652280 1317015 0 76649 192809 34309 34528600 36919209 110000 0 0 0 26684473 27803458 0 0 0 7365825 7659138 34160298 35462596 368302 1456613 20654233 20228356 17015601 15133111 3638632 5095245 X UNITED WAY OF CONNECTICUT IS PROUD TO BE A TRUSTED AND VITAL RESOURCE FOR HELP AND INFORMATION ABOUT WHAT THE PEOPLE OF CONNECTICUT NEED. WE RESPOND TO REQUESTS FOR FOOD, HOUSING, HEALTH CARE, CHILD CARE, CHILD DEVELOPMENT RESOURCES, MENTAL HEALTH SUPPORT AND CRISIS SERVICES AND PROVIDE EMERGENCY SERVICES DURING NATURAL DISASTERS. WE BRING A COMPREHENSIVE, COMPASSIONATE APPROACH TO EVERY REQUEST FOR HELP, AND OUR REACH ACROSS EVERY ZIP CODE MEANS WE CAN CREATE PARTNERSHIPS, SHARE INNOVATIONS AND SCALE IMPACT TO IMPROVE LIVES IN EVERY COMMUNITY IN CONNECTICUT.WHENEVER AND WHEREVER THERE IS A NEED IN CONNECTICUT, UNITED WAY OF CONNECTICUT ANSWERS THE CALL. 0 0 16744168 1317015 211 IS A FREE, CONFIDENTIAL INFORMATION AND REFERRAL SERVICE THAT CONNECTS PEOPLE WITH THE HELP THEY NEED 24/7/365. OUR INNOVATIVE SYSTEMS EMPOWER CT RESIDENTS OVER THE PHONE, ONLINE OR BY TEXT SO THAT EVERYONE CAN FIND THE TOOLS THEY NEED TO THRIVE.THE 988 SUICIDE & CRISIS LIFELINE PROVIDES 24/7/365 FREE, CONFIDENTIAL, JUDGMENT-FREE, COMPASSIONATE SUPPORT FOR ANYONE EXPERIENCING EMOTIONAL DISTRESS, MENTAL HEALTH CHALLENGES, PROBLEMS WITH SUBSTANCE USE, LONELINESS AND THOUGHTS OF SUICIDE OR SELF-HARM. 988 SERVES AS A CRITICAL ACCESS POINT FOR INFORMATION AND REFERRAL TO CRITICALLY NEEDED HELP, INCLUDING OUR STATE'S MOBILE MENTAL HEALTH CRISIS TEAMS, COMMUNITY RESOURCES, INCLUDING MENTAL HEALTH COUNSELING AND SUPPORT GROUPS. 11128071 CARE 4 KIDS MAKES CHILDCARE AFFORDABLE FOR LOW-TO-MODERATE INCOME FAMILIES IN CONNECTICUT. THE PROGRAM IS A PARTNERSHIP BETWEEN THE STATE OF CONNECTICUT, THE FAMILIES IN THE PROGRAM AND THE PROVIDERS WHO TAKE CARE OF THE CHILDREN. 2610346 211 CHILD CARE EMPOWERS CT FAMILIES TO SECURE SAFE, AFFORDABLE, QUALITY CHILD CARE AND MAINTAINS CURRENT LISTINGS OF CHILD CARE PROGRAMS THROUGHOUT THE STATE. WE MOBILIZE EARLY CARE PROFESSIONALS TO ACTION AND SUCCESS BY PROVIDING THEM WITH THE INFORMATION, TRAINING, TECHNICAL ASSISTANCE AND RESOURCES THAT ALLOW THEM TO ESTABLISH QUALITY PROGRAMS IN THEIR COMMUNITIES. 768278 211 CHILD DEVELOPMENT MOBILIZES FAMILIES TO SUPPORT THEIR CHILDREN'S HEALTHY GROWTH AND DEVELOPMENT. WE PROVIDE GUIDANCE, INFORMATION AND INNOVATIVE SERVICES TO HELP PARENTS UNDERSTAND AND MEET THEIR CHILDREN'S INDIVIDUAL DEVELOPMENTAL NEEDS, STARTING FROM PREGNANCY. 768278 31250863 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 51 0 1 419 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X X JOAN HARMER 8603724230 55 CAPITAL BLVD 401 ROCKY HILL CT 06067 ALBERTO COTA BOARD MEMBER 0.50 X 0 0 0 DITA BHARGAVA BOARD MEMBER 0.50 X 0 0 0 ERIC HARRISON 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 JOHN EMRA BOARD MEMBER 0.50 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 LISA TEPPER BATES PRESIDENT/CEO 40.00 X X 249631 0 49496 MARIA HARLOW BOARD MEMBER 0.50 X 0 0 0 MATT CAMMAROTO BOARD MEMBER 0.50 X 0 0 0 STEVEN HERNANDEZ VICE CHAIR 1.00 X X 0 0 0 TRACY MICHAUD IMMEDIATE PAST CHAIR 2.00 X X 0 0 0 WILLIAM DARBY BOARD MEMBER 0.50 X 0 0 0 YVETTE HIGHSMITH CHAIR 0.50 X X 0 0 0 KATIE LONGLEY TREASURER/CHIEF OPERATING 40.00 X 139227 0 18286 AMY H CASAVINA HALL SVP, STRATEGIC PARTNERSHIP 40.00 X 153065 0 11337 CHERYL SUTERA SR. VP CHILD CARE 40.00 X 166881 0 23132 LEO PELLERIN CHIEF INFORMATION OFFICER 40.00 X 170684 0 36023 SUNEETHA ADERU OUTGOING DIRECTOR OF FINANCE 40.00 X 140096 0 20728 TANYA BARRETT SR. VP HEALTH & HUMAN SVCS 40.00 X 152126 0 42830 1171710 0 201832 19 0 1 0 0 306770 35060069 124397 35491236 OTHER CONTRACTS 900099 1317015 1317015 1317015 76649 76649 34309 34309 34309 36919209 1317015 0 110958 549587 549587 21253304 19658998 1594306 997533 886950 110583 3394338 3079727 314611 1608696 1406593 202103 162516 162516 65159 65159 147907 147907 3031902 2582780 449122 252027 218048 33979 653569 620861 32708 1107137 976930 130207 67237 63875 3362 48873 48873 128522 122096 6426 118007 112107 5900 PROGRAM MATERIAL 976271 661926 314345 STAFF TRAINING AND DEVE 341301 158703 182598 PROVIDER TRAINING 86775 86775 DUES AND FEES 53780 53780 418155 250291 167864 35462596 31250863 4211733 0 20293 317297 10935830 10407447 748795 699503 155768 181688 2121471 547602 1366440 1573869 7427107 7048552 20654233 20228356 2504933 2522152 6146726 4482885 802680 707968 7561262 7420106 17015601 15133111 X 3638632 5095245 3638632 5095245 20654233 20228356 1456613 0 X 0 1 X 1 1 1 X 26108203 37487536 36991183 33683511 35620544 169890977 26108203 37487536 36991183 33683511 35620544 169890977 169890977 76649 76649 52360 67809 58649 192809 34309 405936 170373562 3904808 0.99720 0.99720 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 52,360. 2021 AMOUNT: $ 67,809. 2022 AMOUNT: $ 58,649. 2023 AMOUNT: $ 192,809. 2024 AMOUNT: $ 34,309. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 1 147907 147907 0 PART II-B, LINE 1: THE ORGANIZATION PAID GALLO AND ROBINSON FOR LOBBYING EFFORTS TO PASS/ENACT A PERMANENT CHILD TAX CREDIT IN THE STATE OF CONNECTICUT AND TO INCREASE CONNECTICUT STATE'S FUNDING FOR UNITED WAY'S 211 SERVICE. 1292493 362960 929533 828978 184642 644336 1573869 OPERATING LEASE LIABILITIES 7420106 7420106 X PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF JUNE 30, 2025 AND 2024, 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 2022 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. X X X 0 0 0 0 0 0 0 1 0 LISA TEPPER BATES PRESIDENT/CEO 228984 0 20000 0 647 0 18055 0 31441 0 299127 0 0 0 LEO PELLERIN CHIEF INFORMATION OFFICER 158467 0 11224 0 993 0 12806 0 23217 0 206707 0 0 0 TANYA BARRETT SR. VP HEALTH & HUMAN SVCS 141587 0 10193 0 346 0 11781 0 31049 0 194956 0 0 0 CHERYL SUTERA SR. VP CHILD CARE 155429 0 10805 0 647 0 12306 0 10826 0 190013 0 0 0 AMY H CASAVINA HALL SVP, STRATEGIC PARTNERSHIP 142724 0 10124 0 217 0 11337 0 0 0 164402 0 0 0 SUNEETHA ADERU OUTGOING DIRECTOR OF FINANCE 131425 0 8536 0 135 0 10533 0 10195 0 160824 0 0 0 KATIE LONGLEY TREASURER/CHIEF OPERATING 138919 0 218 0 90 0 2139 0 16147 0 157513 0 0 0 PART I, LINE 7 UNITED WAY OF CONNECTICUT, FROM TIME TO TIME OFFERS INCENTIVE PAYMENTS TO ALL QUALIFIED EMPLOYEES, INCLUDING THOSE LISTED ABOVE. 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