2024-01-30T12:53:35-06:00 2023-06-30 061533315 CIRONEFRIEDBERG LLP 6 RESEARCH DRIVE 450 SHELTON CT 06484 990 2022-07-01 060646577 UNITED WAY OF WESTERN CONNECTICUT INC UNIT 2038268053 301 MAIN ST SUITE 2-5 DANBURY CT 06810 ISABEL ALMEIDA PRESIDENT & CEO 2037925330 2024-01-29 1 ISABEL ALMEIDA 999009999 0 SANDRA D CALLANAN CPA P01200948 2033665876 2024-01-29 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z ISABEL ALMEIDA 301 MAIN STREET SUITE 2-5 DANBURY CT 06810 10016954 0 X WWW.UWWESTERNCT.ORG X 1940 CT OUR MISSION IS TO IMPROVE THE LIVES OF HARDWORKING, STRUGGLING HOUSEHOLDS BY MOBILIZING THE RESOURCES OF LOCAL COMMUNITIES TO CREATE LASTING CHANGE. UNITED WAY OF WESTERN CONNECTICUT IS THE CHAMPION FOR FAMILIES LIVING PAYCHECK TO PAYCHECK IN OUR 15-TOWN REGION ACROSS NORTHERN FAIRFIELD COUNTY, SOUTHERN LITCHFIELD COUNTY, AND THE CITY OF STAMFORD. WE FOCUS ON THREE KEY AREAS: EDUCATION, FINANCIAL STABILITY, AND HEALTH. OUR VISION IS THAT EVERY FAMILY IS HEALHTY AND STRONG, EVERY HOUSEHOLD IS FINANCIALLY STABLE, AND EVERY CHILD ENTERS SCHOOL READY TO LEARN AND GRADUATES READY TO SUCCEED. WE ARE FOCUSED ON A POPULATION THAT UNITED WAY CALLS ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED). ALICE HOUSEHOLDS ARE EMPLOYED, OFTEN IN MORE THAN ONE JOB, YET OFTEN CANNOT AFFORD BASIC NECESSITIES LIKE FOOD, HOUSING, TRANSPORTATION, CHILD CARE, AND HEALTHCARE. A UNITED WAY REPORT PUBLISHED IN SEPTEMBER 2023 REVEALED THAT 39% OF HOUSEHOLDS THROUGHOUT CONNECTICUT ARE ALICE OR LIVE IN POVERTY. 13 13 39 0 0 0 6292636 6325712 0 0 396945 -1179144 8822 21810 6698403 5168378 1231140 929090 0 0 2992898 3400373 0 0 661099 3673704 2859068 7897742 7188531 -1199339 -2020153 8563444 8464154 770585 2224313 7792859 6239841 X OUR MISSION IS TO IMPROVE THE LIVES OF HARDWORKING, STRUGGLING HOUSEHOLDS BY MOBILIZING THE RESOURCES OF LOCAL COMMUNITIES TO CREATE LASTING CHANGE. UNITED WAY OF WESTERN CONNECTICUT (UNITED WAY) IS THE CHAMPION FOR FAMILIES LIVING PAYCHECK TO PAYCHECK IN OUR 15-TOWN REGION ACROSS NORTHERN FAIRFIELD COUNTY,SOUTHERN LITCHFIELD COUNTY,AND THE CITY OF STAMFORD. WE FOCUS ON THREE KEY AREAS: FINANCIAL STABILITY,EDUCATION,AND HEALTH. OUR VISION IS THAT EVERY FAMILY IS HEALTHY AND STRONG, EVERY HOUSEHOLD IS FINANCIALLY STABLE, AND EVERY CHILD ENTERS SCHOOL READY TO LEARN AND GRADUATES READY TO SUCCEED.WE ARE FOCUSED ON A POPULATION THAT UNITED WAY CALLS ALICE (ASSET LIMITED,INCOME CONSTRAINED,EMPLOYED).ALICE HOUSEHOLDS ARE EMPLOYED,OFTEN IN MORE THAN ONE JOB, YET OFTEN CANNOT AFFORD BASIC NECESSITIES LIKE FOOD, HOUSING,TRANSPORTATION, CHILD CARE, AND HEALTHCARE. A UNITED WAY REPORT PUBLISHED IN SEPTEMBER 2023 REVEALED THAT 39% OF HOUSEHOLDS THROUGHOUT CONNECTICUT ARE ALICE OR LIVE IN POVERTY. 0 0 929090 929090 UNITED WAY SUPPORTS PROGRAMS THAT MAKE A CLEAR DIFFERENCE IN PEOPLE'S LIVES IN THE AREAS OF EDUCATION, FINANCIAL STABILITY, AND HEALTH. WE LEVERAGE BOTH DOLLARS AND VOLUNTEER EFFORTS, AND WE INVEST IN PROGRAMS THAT PROMOTE STRONG OUTCOMES, COMMUNITY PARTNERSHIPS, LONG-TERM CHANGE. BOARD MEMBERS, COMMUNITY COUNCILS, AND VOLUNTEERS MAKE FUNDING DECISIONS ON A LOCAL LEVEL IN THREE COMMUNITIES THAT REPRESENT THE WESTERN CONNECTICUT REGION. WE MAKE GRANTS TO NONPROFITS ACROSS OUR REGION TO HELP SUPPORT RESIDENTS WHO FALL AT OR BELOW THE ALICE INCOME THRESHOLD. IN ADDITION TO PROVIDING DIRECT SERVICES AND FUNDING PROGRAMS, UNITED WAY RAISES FUNDS FOR OTHER 501C3 ORGANIZATIONS: NEARLY HALF OF ALL CONTRIBUTIONS RAISED IN OUR CAMPAIGNS FLOW TO OTHER NONPROFITS. 4799607 COMMUNITY IMPACT INITIATIVES: WHERE GAPS IN CRITICAL SERVICES EXIST, UNITED WAY DEVELOPS DIRECT PROGRAMS TO MEET THE NEEDS OF ALICE HOUSEHOLDS. THIS INCLUDES SEVERAL INITIATIVES THAT FOCUS ON EARLY CHILDHOOD EDUCATION, YOUTH ENRICHMENT, ACCESS TO HEALTHY FOOD, AND FINANCIAL STABILITY. UNITED WAY IS THE LEAD FISCAL AGENT FOR STAMFORD CRADLE TO CAREER, A COLLECTIVE IMPACT INITIATIVE THAT STRIVES FOR EQUITY IN EDUCATION FOR EVERY STAMFORD CHILD, FROM CRADLE TO CAREER. IT IS A COMMUNITY-WIDE PARTNERSHIP WITH MORE THAN 60 ACTIVE MEMBERS, INCLUDING NONPROFITS, BUSINESSES, AND THE STAMFORD PUBLIC SCHOOLS.EDUCATION: UNITED WAY OF WESTERN CONNECTICUT PROVIDES FUNDING TO CHILD CARE CENTERS AND AFTER SCHOOL PROGRAMS TO MAKE QUALITY CARE MORE AFFORDABLE FOR LOW-TO-MODERATE INCOME FAMILIES. LAST YEAR, MORE THAN 1,800 CHILDREN BENEFITTED FROM THAT FUNDING . OUR ALICE ENRICHMENT FUND COVERS THE COST OF OUT-OF-SCHOOL ENRICHMENT ACTIVITIES, SUCH AS MUSIC LESSONS, SWIM LESSONS, AND SPORTS, FOR LOW-INCOME FAMILIES, PROVIDING UP TO $300 PER CHILD PER YEAR AND $900 PER FAMILY. NEARLY 1,400 CHILDREN HAVE RECEIVED FUNDING THROUGH THIS PROGRAM SINCE ITS LAUNCH IN 2017. OUR CORA'S KIDS INITIATIVE SUPPORTS THE HEALTHY DEVELOPMENT OF CHILDREN BY INCREASING THE NUMBER OF HIGH QUALITY, AFFORABLE, ACCESSIBLE CHILD CARE SLOTS IN GREATER DANBURY AND GREATER NEW MILFORD. TO DATE, THE PROGRAM HAS SUPPORTED 62 NEW PROVIDERS TO GET LICENSED AND TRAINED, CREATING OVER 372 NEW QUALITY CHILD CARE SPACES. THE CURRENT PROVIDER CARE NETWORK HAS GROWN ITS MEMBERSHIP TO 105 PROVIDERS. HEALTH: UNITED WAY TAKES A MULTI-PRONGED APPROACH TO ASSIST ALICE INDIVIDUALS AND FAMILIES WHO ARE FOOD INSECURE. FOR EXAMPLE, OUR ADVOCACY FOR FREE SCHOOL MEALS RESULTED IN $16M FUNDING FOR FREE SCHOOL BREAKFASTS IN SCHOOL YEAR 2023-24 AND ELIMINATED THE COST OF REDUCED-PRICE MEALS FOR ELIGIBLE CHILDREN. OUR HEALTHY SAVINGS PROGRAM ALLOWS ALICE INDIVIDUALS AND FAMILIES TO RECEIVE $10 OF FREE, FRESH PRODUCE EACH WEEK, AS WELL AS SAVINGS OF $50 OR MORE ON OTHER HEALTHY FOOD DISCOUNTS. SINCE ITS INCEPTION, MORE THAN 2,200 FAMILIES HAVE ENROLLED IN THE PROGRAM, RECEIVING MORE THAN $495,000 IN FREE, FRESH PRODUCE. IN ADDITION, UNITED WAY SERVES AS THE CONVENING ENTITY FOR BOTH THE STAMFORD FOOD COLLABORATIVE AND THE DANBURY FOOD COLLABORATIVE. EACH COLLABORATIVE HAS A MEMBERSHIP OF ROUGHLY TWO DOZEN REPRESENTATIVES INCLUDING FOOD PANTRIES, FOOD BANKS, SHELTERS, GROCERY STORES, HOSPITALS, AND OTHER AGENCIES THAT WORK TOGETHER WITH COMMUNITY MEMBERS TO STRATEGICALLY ADDRESS FOOD INSECURITY. THE COLLABORATIVES HAVE CREATED FOOD RESOURCE GUIDES FOR DANBURY AND STAMFORD, ORGANIZED FOOD RESCUE EFFORTS WITH LOCAL GROCERY RETAILERS, AND JOINTLY SOUGHT GRANTS TO BUILD PANTRY CAPACITY AND MODERNIZE DATA TRACKING. ALSO, WE PARTNERED WITH LOCAL BUSINESSES, NONPROFITS, AND SCHOOLS TO DISTRIBUTE HOLIDAY MEALS TO NEEDY FAMILIES. LAST YEAR, WE SECURED CONGRESSIONALLY-DIRECTED SPENDING OF $1,050,000 TO LAUNCH A FOOD-AS-MEDICINE INITIATIVE TO INCREASE ACCESS TO HEALTHY FOOD FOR DANBURY PATIENTS WHO ARE FOOD INSECURE AND SUFFERING WITH HYPERTENSION. IN PARTNERSHIP WITH NUVANCE HEALTH AND CONNECTICUT INSTITUTE FOR COMMUNITIES, THE PROGRAM WILL PROVIDE A LOCAL MARKET, NUTRITION COUNSELING, HEALTHY COOKING INSTRUCTION, SOCIAL SEVICE SUPPORTS AND $100 MONTHLY SHOPPING CARDS FOR FRESH FRUITS AND VEGETABLES AT LOCAL STORES. WE WILL LAUNCH THE INITIATIVE IN THE FALL OF 2023.FINANCIAL STABILITY: AS PART OF OUR FINANCIAL STABILITY EFFORTS, WE FUND AGENCIES TO PROVIDE FINANCIAL LITERACY SUPPORT TO MORE THAN 2,300 INDIVDUALS, HELPING THEM DEVELOP HOUSEHOLD BUDGETS, IMPROVE THEIR CREDIT SCORES, AND SET SAVINGS GOALS. IN ADDITION, WE RUN THE ALICE SAVES PROGRAM, WHICH INCENTIVIZES ALICE INDIVIDUALS TO SAVE MONEY WHILE ALSO PROVIDING THEM WITH FREE ONLINE BUDGET COACHING THROUGH TRUSTPLUS. LAST YEAR, THE ALICE CLIENTS SAVED AN AVERAGE OF $1300 AND INCREASED THEIR CREDIT SCORES BY 30 POINTS. WE ALSO SUPPORT FAMILES WITH SAVINGS ON PRESCRIPTION DRUGS AND INCOME TAX PREPARATION. LAST YEAR, WE HELPED OVER 3,700 FAMILIES SAVE $442,000 ON THEIR PRESCRIPTIONS; WE SAVED 900 TAX FILERS OVER $271,00 IN TAX PREP FEES AND SECURED OVER $590,00 IN EARNED TAX REFUNDS.RECENTLY, WE WERE CHOSEN BY THE STATE'S SOCIAL EQUITY COUNCIL AS A GRANTMAKER TO INVEST $900,000 IN STATE TAX REVENUE ON LEGAL CANNIBIS SALES INTO STAMFORD-A CITY HIT DISPROPORTIANGTELY HARD BY THE WAR ON DRUGS. THE FUNDS WILL BE INVESTED IN PROGRAMS SERVING YOUTH AND THE RE-ENTRY POPULATION DURING THE NEXT FISCAL YEAR.VOLUNTEERISM: UNITED WAY WORKS WITH COMPANIES AND NONPROFIT PARTNERS TO COORDINATE VOLUNTEER ACTIVITIES ACROSS OUR REGION. IN DANBURY, UNITED WAY OPERATES THE SAVE PROGRAM (SENIORS ADD VALUABLE EXPERIENCE), WHICH PROVIDES INCOME-ELIGIBLE DANBURY RESIDENTS OVER THE AGE OF 65 OPPORTUNITIES TO VOLUNTEER 100 HOURS PER YEAR IN LOCAL NONPROFITS AND CITY AGENCIES AND IN RETURN, RECEIVE A PROPERTY TAX CREDIT. IN 2021-23, 22 SENIORS VOLUNTEERED, PROVIDING 4,951 VOLUNTEER HOURS TO 13 DANBURY AGENCIES, RESULTING IN TAX SAVINGS OF $15,400 FOR DANBURY SENIORS. VOLUNTEER COMMITTEES IN STAMFORD, DANBURY, AND NEW MILFORD BRING TOGETHER CORPORATE AND COMMUNITY VOLUNTEERS TO ADDRESS COMMUNITY NEEDS AND ASSIST WITH PROJECTS AROUND EDUCATION, FINANCIAL STABILITY, AND HEALTH. THIS INCLUDES PROJECTS LIKE BACK-TO-SCHOOL SUPPLY DRIVES, HOLIDAY MEAL DRIVES, GRANT REVIEW COMMITTEES, AND OUR ANNUAL DAY OF ACTION. IN 2022-2023, UNITED WAY HELD ITS DAY OF ACTION IN STAMFORD, GREATER DANBURY, AND GREATER NEW MILFORD. OVER 250 VOLUNTEERS FROM 16 COMPANIES COMPLETED PROJECTS FOR 17 NONPROFITS-IN A SINGLE DAY. ALL TOGETHER, UNITED WAY COORDINATED 373 VOLUNTEERS, WHO PERFORMED A TOTAL OF 8,930+ HOURS OF SERVICE IN 2021-2022. 5728697 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 42 0 1 39 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 13 13 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CT X X ARLENE AJAMI 2037925330 301 MAIN STREET SUITE 2-5 DANBURY CT 06810 KEN WEINSTEIN VICE CHAIR 1.00 X X 0 0 0 ERIC DUENWALD TREASURER 1.00 X X 0 0 0 PAUL BRUCE BOARD MEMBER 1.00 X 0 0 0 CHERYL BAKEWELL CHAIR 1.00 X X 0 0 0 AARON MEYER BOARD MEMBER 1.00 X 0 0 0 MARK OUELLETTE SECRETARY 1.00 X 0 0 0 DOREEN BENTSON BOARD MEMBER 1.00 X 0 0 0 LUIS DIEZ BOARD MEMBER 1.00 X 0 0 0 CARMEN HUGHES BOARD MEMBER 1.00 X 0 0 0 KATHERINE WEBSTER-O'KEEFE BOARD MEMBER 1.00 X 0 0 0 MICHAEL STERN BOARD MEMBER 1.00 X 0 0 0 TIM ACKERLY BOARD MEMBER 1.00 X 0 0 0 TRACY ELLIS WILLIAMS BOARD MEMBER 1.00 X 0 0 0 KIMBERLY MORGAN FORMER CEO 37.50 X 180190 0 0 ARLENE AJAMI CFO 37.50 X 134512 0 0 ISABEL ALMEIDA PRESIDENT & CEO 37.50 X 144922 0 0 LAUREN SCOPAZ VP OF STRATEGY & OPERATION 37.50 X 124370 0 0 ANITA CHANDRAN PROSPERIKEY VP PRODUCTS 37.50 X 165296 0 0 749290 0 0 5 0 1 0 0 1928868 63736 50200 1660882 2622026 6325712 121318 121318 3524926 3597515 1227873 -72589 -1227873 -1300462 -1300462 23188 63736 23188 0 FEES AND OTHER INCOME 900099 21810 21810 21810 5168378 21810 0 -1179144 897482 897482 31608 31608 749289 587374 88590 73325 2067041 1468545 362025 236471 364273 265919 58284 40070 219770 160432 35163 24175 48129 30610 6709 10810 633357 402817 88289 142251 55825 40752 8932 6141 31544 23027 5048 3469 182829 107869 56677 18283 20724 15127 3318 2279 50960 37200 8154 5606 272135 198658 43542 29935 24547 17919 3928 2700 DIRECT PROGRAM EXPENSES 1306178 1306178 MAINTENANCE OF EQUIPMEN 139287 101679 22287 15321 FUND-RAISING EVENTS 44913 44913 DUES 38996 28467 6239 4290 9644 7034 1550 1060 7188531 5728697 798735 661099 430318 2395771 872544 433557 209367 389329 187862 130050 863084 57812 6073506 4768687 114625 418998 8563444 8464154 627200 573829 19916 24653 52440 38786 71029 1587045 770585 2224313 X 5254798 4145053 2538061 2094788 7792859 6239841 8563444 8464154 -2020153 467135 0 X X 0 1 X 1 0 X 5627126 6315090 9840460 6292636 6325712 34401024 5627126 6315090 9840460 6292636 6325712 34401024 4688320 29712704 99352 78640 86915 92466 121318 478691 34879715 110430 0.85190 0.86180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 185394 128199 57195 2468 1851 617 57812 AGENCY LIABILITIES 55229 STATEWIDE COVID FUNDS PAYABLE 640 REFUNDABLE ADVANCES ON GRANTS 1199947 OPERATING LEASE LIABILITIES 331229 1587045 6453675 467135 464583 1251061 2182779 4270896 897482 897482 5168378 8006693 464583 1251061 1715644 6291049 897482 897482 7188531 PART XI, LINE 2D - OTHER ADJUSTMENTS: COSTS OF DIRECT BENEFIT TO DONORS 23,188. IMPAIRMENT LOSS ON SOFTWARE 1,227,873. PART XI, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS RAISED ON BEHALF OF OTHERS - DESIGNATIONS 897,482. PART XII, LINE 2D - OTHER ADJUSTMENTS: COSTS OF DIRECT BENEFITS TO DONORS 23,188. IMPAIRMENT LOSS ON SOFTWARE 1,227,873. PART XII, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS RAISED ON BEHALF OF OTHERS - DESIGNATIONS 897,482. GOLF TOURNAMENT,KING OF THE HILL 5K 86924 63736 23188 23188 86924 63736 23188 23188 23188 0 1 UNITED WAY AGENCIES 501(C)(3) 897482 0 UNITED WAY DESIGNATIONS TO AGENCIES AND COMMUNITY PROGRAMS BACK TO SCHOOL PROGRAM 383 31608 DISTRIBUTION OF BACK PACKS FOR SCHOOL AGE CHILDREN X X X 0 0 0 0 0 0 0 0 0 KIMBERLY MORGAN FORMER CEO 180190 0 0 0 0 0 0 0 0 0 180190 0 0 0 ANITA CHANDRAN PROSPERIKEY VP PRODUCTS 165296 0 0 0 0 0 0 0 0 0 165296 0 0 0 FORM 990, PART VI, SECTION A, LINE 2 SEVERAL DIRECTORS OR THE ENTITIES THEY REPRESENT HAVE BUSINESS RELATIONSHIPS WITH OTHER DIRECTORS OR ENTITIES THEY REPRESENT OR DONORS TO UNITED WAY. FORM 990, PART VI, SECTION B, LINE 11B REVIEWED BY THE CEO, A BOARD MEMBER AND THE FINANCE COMMITTEE ON BEHALF OF THE BOARD BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL SURVEY FORM 990, PART VI, SECTION B, LINE 15 SALARY COMPARABILITY STUDIES ARE DONE BIANNUALLY BY AN INDEPENDENT THIRD PARTY FOR THE CEO AND KEY EMPLOYEES AND RESULTS ARE REPORTED TO THE HR COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE AT AGENCYS OFFICE TO ANY PERSON MAKING A REQUEST. POSTED ON ORGANIZATIONS WEBSITE AND ACCESSIBLE TO THE GENERAL PUBLIC. FORM 990, PART XII, LINE 2C NO CHANGE FROM PRIOR YEAR