2024-11-21T15:50:00-06:00 2024-06-30 061533315 CIRONEFRIEDBERG LLP 6 RESEARCH DRIVE 450 SHELTON CT 06484 990 2023-07-01 060646577 UNITED WAY OF COASTAL AND WESTERN CONNECTICUT INC UNIT 2038268053 301 MAIN ST SUITE 2-5 DANBURY CT 06810 ISABEL ALMEIDA PRESIDENT & CEO 2037925330 2024-11-18 1 1 SANDRA D CALLANAN CPA P01200948 2033665876 2024-11-18 2023 2024-10-15 13:58:12Z X ISABEL ALMEIDA 301 MAIN STREET SUITE 2-5 DANBURY CT 06810 9905108 0 X WWW.UNITEDWAYCWC.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 COASTAL AND WESTERN CONNECTICUT (UNITED WAY) IS THE CHAMPION FOR FAMILIES LIVING PAYCHECK TO PAYCHECK IN OUR 27-TOWN REGION ACROSS FAIRFIELD AND SOUTHERN LITCHFIELD COUNTIES. WE FOCUS ON THREE KEY AREAS: EDUCATION, FINANCIAL STABILITY, 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 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. 21 21 61 0 0 0 6325712 7170097 0 0 -1179144 439471 21810 91294 5168378 7700862 929090 390265 0 0 3400373 4451060 0 0 630373 2859068 4507662 7188531 9348987 -2020153 -1648125 13583100 10733125 3826810 2298985 9756290 8434140 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 COASTAL AND WESTERN CONNECTICUT (UNITED WAY) IS THE CHAMPION FOR FAMILIES LIVING PAYCHECK TO PAYCHECK IN OUR 27-TOWN REGION ACROSS FAIRFIELD AND SOUTHERN LITCHFIELD COUNTIES. WE FOCUS ON THREE KEY AREAS: EDUCATION, FINANCIAL STABILITY, 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 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 390265 390265 COMMUNITY IMPACT GRANTS AND OTHER DISTRIBUTIONS: UNITED WAY SUPPORTS PROGRAMS THAT CREATE MEASURABLE IMPACT IN THE AREAS OF EDUCATION, FINANCIAL STABILITY, AND HEALTH. WE LEVERAGE THE POWER OF FINANCIAL RESOURCES AND VOLUNTEER EFFORTS, INVESTING IN PROGRAMS THAT DRIVE STRONG OUTCOMES, FOSTER COMMUNITY PARTNERSHIPS, AND PROMOTE LONG-TERM CHANGE. FUNDING DECISIONS ARE MADE LOCALLY BY VOLUNTEERS ACROSS FIVE REGIONS. GRANTS SUPPORT THOSE NONPROFITS THAT FOCUS THEIR RESOURCES ON LIFTING UP ALICE HOUSEHOLDS. 7473406 COMMUNITY IMPACT INITIATIVES: WHERE GAPS IN CRITICAL SERVICES EXIST, UNITED WAY DEVELOPS DIRECT SERVICE 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 ALSO PILOTS AND INCUBATES INITIATIVES, INCLUDING THE FOOD FARMACY OF GREATER DANBURY, A FOOD IS MEDICINE INITIATIVE DESIGNED TO IMPROVE HEALTH OUTCOMES AND LESSEN FOOD INSECURITY. UNITED WAY SERVES AS THE BACKBONE TO THREE COLLECTIVE IMPACT INITIATIVES, STAMFORD CRADLE TO CAREER, BRIDGEPORT PROSPERS, AND DANBURY COLLECTIVE, ALL THREE OF WHICH ARE FOCUSED ON LONG-TERM SYSTEMS CHANGE FOR YOUTH AND FAMILIES FROM CRADLE TO CAREER.EDUCATION: UNITED WAY OF COASTAL AND WESTERN CONNECTICUT IS DEDICATED TO MAKING QUALITY CHILD CARE AND ENRICHMENT ACTIVITIES ACCESSIBLE TO LOW- AND MODERATE-INCOME FAMILIES. THROUGH CORA'S KIDS FAMILY CHILD CARE INITIATIVE, WE EXPAND ACCESS TO AFFORDABLE HIGH QUALITY CHILD CARE IN GREATER DANBURY AND GREATER NEW MILFORD. SINCE ITS LAUNCH, CORA'S KIDS HAS SUPPORTED OVER 110 CHILD CARE PROVIDERS AND 600+ CHILDREN. TODAY, FAMILIES HAVE GREATER ACCESS TO THE CHILD CARE THEY NEED AND PROVIDERS HAVE STARTED AND GROWN THEIR BUSINESSES.UNITED WAY ALSO PROVIDES FUNDING TO CHILD CARE CENTERS AND AFTER SCHOOL PROGRAMS, AS WELL AS COVERS THE COST OF OUT-OF-SCHOOL ENRICHMENT ACTIVITIES THROUGH THE ALICE ENRICHMENT FUND. SINCE THE ENRICHMENT FUND'S INCEPTION IN 2017, WE HAVE SUPPORTED 1,600 CHILDREN AND PROVIDED MORE THAN $463,000 IN FINANCIAL ASSISTANCE. HEALTH: UNITED WAY TAKES A MULTI-FACETED APPROACH TO SUPPORT ALICE INDIVIDUALS AND FAMILIES FACING FOOD INSECURITY. THROUGH OUR HEALTHY SAVINGS PROGRAM, WE PROVIDE DIRECT CASH ASSISTANCE, OFFERING $10 PER WEEK FOR FRESH PRODUCE. SINCE 2019, MORE THAN 2,200 FAMILIES HAVE BENEFITED FROM OVER $625,000 IN FRESH PRODUCE, WITH AN AVERAGE OF NEARLY $25,000 SPENT ON PRODUCE EACH MONTH IN 2023. AS THE CONVENING ENTITY FOR THE STAMFORD FOOD COLLABORATIVE AND THE DANBURY FOOD COLLABORATIVE, UNITED WAY BRINGS TOGETHER ROUGHLY TWO DOZEN MEMBERS, INCLUDING FOOD PANTRIES, FOOD BANKS, SHELTERS, GROCERY STORES, HOSPITALS, AND OTHER AGENCIES. TOGETHER, THEY STRATEGICALLY ADDRESS FOOD INSECURITY THROUGH COLLABORATIVE EFFORTS SUCH AS CREATING FOOD RESOURCE GUIDES FOR DANBURY AND STAMFORD, ORGANIZING FOOD RESCUE INITIATIVES WITH LOCAL RETAILERS, AND SECURING JOINT GRANTS TO ENHANCE PANTRY CAPACITY AND MODERNIZE DATA TRACKING.ADDITIONALLY, UNITED WAY LAUNCHED THE FOOD FARMACY OF GREATER DANBURY, ENROLLING 115 PATIENTS WITH HYPERTENSION AND FOOD INSECURITY. PROVIDING THEM WITH HEALTHY, NUTRITIOUS FOOD TO SUPPORT THEIR WELL-BEING. PHYSICIANS AND HEALTHCARE PROVIDERS "PRESCRIBE" HEALTHY FOODS, ALLOWING PATIENTS TO FILL THEIR PRESCRIPTIONS AT THE FOOD FARMACY TWICE A MONTH. PATIENTS RECEIVE SUPPORT FROM A DIETITIAN, A PROGRAM ADMINISTRATOR, AND A COMMUNITY HEALTH WORKER TO CONNECT THEM TO OTHER ESSENTIAL SERVICES, ALONG WITH MONTHLY HEALTHY COOKING CLASSES. FINANCIAL STABILITY: AS PART OF OUR FINANCIAL STABILITY EFFORTS, WE FUND AGENCIES TO PROVIDE FINANCIAL LITERACY SUPPORT, HELPING THEM DEVELOP HOUSEHOLD BUDGETS, IMPROVE THEIR CREDIT SCORES, AND SET SAVINGS GOALS. LAST YEAR, WE HELPED OVER 4,900 FAMILIES SAVE $448,000 ON THEIR PRESCRIPTIONS; WE SAVED 3,689 TAX FILERS OVER $1 MILLION IN TAX PREP FEES AND SECURED OVER $4 MILLION IN EARNED TAX REFUNDS.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 2023-2024, 29 SENIORS VOLUNTEERED, PROVIDING 6,341 VOLUNTEER HOURS TO 15 DANBURY AGENCIES, RESULTING IN TAX SAVINGS OF $20,300 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 2023-2024, UNITED WAY HELD ITS DAY OF ACTION ACROSS 6 COMMUNITIES WITH 350 VOLUNTEERS COMPLETING PROJECTS FOR 16 NONPROFITS-IN A SINGLE DAY. 7863671 1 1 0 0 0 0 0 0 0 0 1 0 0 1 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 1 129 0 1 61 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X ARLENE AJAMI 2037925330 301 MAIN STREET SUITE 2-5 DANBURY CT 06810 KEN WEINSTEIN SECRETARY 1.00 X X 0 0 0 ERIC DUENWALD 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 DIRECTOR 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 NOAL ANDERSON BOARD MEMBER 1.00 X 0 0 0 CHRISTINA BODINE-AYSSEH BOARD MEMBER 1.00 X 0 0 0 CAROLYN SALSGIVER KOBSA VICE CHAIR 1.00 X 0 0 0 THOMAS MCCARTHY DIRECTOR 1.00 X 0 0 0 ANNE MCCRORY DIRECTOR 1.00 X 0 0 0 GILES PAYNE DIRECTOR 1.00 X 0 0 0 PAUL RESZUTEK TREASURER 1.00 X 0 0 0 GERALD ROSENBERG DIRECTOR 1.00 X 0 0 0 SAMUEL TINGLEY DIRECTOR 1.00 X 0 0 0 BOB TREFRY DIRECTOR 1.00 X 0 0 0 PAUL BRUCE DIRECTOR 1.00 X 0 0 0 KIMBERLY MORGAN CEO PROSPERIKEY 37.50 X 202107 0 0 ARLENE AJAMI CFO 37.50 X 151529 0 0 ISABEL ALMEIDA PRESIDENT & CEO 37.50 X 158017 0 0 EDITH PRESLEY PRESIDENT STAMFORD CRADLE TO CAREER 37.50 X 161109 0 0 LAUREN SCOPAZ VP STAMFORD CRADLE TO CAREER 37.50 X 131298 0 0 ANITA CHANDRAN CHIEF PRODUCT OFFICER PROSPERIKEY 37.50 X 113986 0 0 918046 0 0 6 0 1 0 0 1889842 67437 66960 2341982 2803876 7170097 271160 271160 2352767 2184456 168311 168311 168311 19790 67437 19790 0 FEES AND OTHER INCOME 900099 89559 89559 RENTAL INCOME 531120 1735 1735 91294 7700862 91294 0 439471 305264 305264 85001 85001 918046 770113 86175 61758 2722936 1924214 459972 338750 472832 349694 71041 52097 337246 249874 50407 36965 47028 40351 679 5998 145601 124929 2101 18571 62827 46504 9410 6913 63306 46846 9496 6964 285903 168683 88630 28590 55625 41162 8344 6119 65757 48661 9863 7233 32216 23196 5476 3544 36435 26962 5465 4008 DIRECT PROGRAM EXPENSES 3375984 3375984 MAINTENANCE OF EQUIPMEN 257542 190581 38631 28330 DUES 61691 45652 9253 6786 FUND-RAISING EVENTS 17747 17747 9348987 7863671 854943 630373 5681649 3016389 821159 448663 413172 875225 173924 81126 68273 92798 5818452 5395598 780395 904452 13583100 10733125 916078 1158195 24653 31198 38786 0 2847293 1109592 3826810 2298985 X 7017865 6382733 2738425 2051407 9756290 8434140 13583100 10733125 -1648125 325975 0 X X 0 1 X 1 0 X 6315090 9840460 6292636 6325712 7170097 35943995 6315090 9840460 6292636 6325712 7170097 35943995 4875113 31068882 78640 86915 92466 121318 272895 652234 36596229 175915 0.84900 0.85190 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 132583 77233 55350 41341 3893 37448 92798 AGENCY ASSETS 182710 DESIGNATIONS RECEIVABLE 23048 RIGHT-OF-USE ASSETS - OPERATING LEASES 698694 904452 AGENCY LIABILITIES 182710 REFUNDABLE ADVANCES ON GRANTS 188671 OPERATING LEASE LIABILITIES 738211 1109592 7841740 325975 100377 19790 446142 7395598 305264 305264 7700862 9163890 100377 19790 120167 9043723 305264 305264 9348987 PART XI, LINE 2D - OTHER ADJUSTMENTS: COSTS OF DIRECT BENEFIT TO DONORS 19,790. PART XI, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS RAISED ON BEHALF OF OTHERS - DESIGNATIONS 305,264. PART XII, LINE 2D - OTHER ADJUSTMENTS: COSTS OF DIRECT BENEFITS TO DONORS 19,790. PART XII, LINE 4B - OTHER ADJUSTMENTS: AMOUNTS RAISED ON BEHALF OF OTHERS - DESIGNATIONS 305,264. GOLF TOURNAMENT,KING OF THE HILL 5K 87227 67437 19790 19790 87227 67437 19790 19790 19790 0 1 UNITED WAY AGENCIES 501(C)(3) 305264 0 UNITED WAY DESIGNATIONS TO AGENCIES AND COMMUNITY PROGRAMS BACK TO SCHOOL PROGRAM 334 25173 DISTRIBUTION OF BACK PACKS FOR SCHOOL AGE CHILDREN ALICE ENRICHMENT FUND 52 24828 REDDING BASIC NEEDS FUNDS 20 35000 X X X 0 0 0 0 0 0 0 0 0 KIMBERLY MORGAN CEO PROSPERIKEY 202107 0 0 0 0 0 0 0 0 0 202107 0 0 0 EDITH PRESLEY PRESIDENT STAMFORD CRADLE TO CAREER 161109 0 0 0 0 0 0 0 0 0 161109 0 0 0 ISABEL ALMEIDA PRESIDENT & CEO 158017 0 0 0 0 0 0 0 0 0 158017 0 0 0 ARLENE AJAMI CFO 151529 0 0 0 0 0 0 0 0 0 151529 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 OF COASTAL AND WESTERN CONNECTICUT. FORM 990, PART VI, SECTION A, LINE 4 UNITED WAY OF WESTERN CONNECTICUT MERGED WITH UNITED WAY OF COASTAL CONNECTICUT AND CHANGED THE NAME OF THE CORPORATION TO UNITED WAY OF COASTAL AND WESTERN CONNECTICUT. THEY AMENDED THEIR BYLAWS AS OF JULY 1, 2023. THE CORPORATION SHALL CONDUCT ITS BUSINESS IN THE CITIES OF BRIDGEPORT, DANBURY, NORWALK AND STAMFORD, AND THE TOWNS OF BETHEL, BRIDGEWATER, BROOKFIELD, DARIEN, EASTON, FAIRFIELD, KENT, MONROE, NEW CANAAN, NEW FAIRFIELD, NEW MILFORD, NEWTOWN, REDDING, RIDGEFIELD, ROXBURY, SHERMAN, STRATFORD, TRUMBULL, WARREN, WASHINGTON, WESTPORT, WILTON AND WESTON, CONNECTICUT, AND IN SUCH OTHER CITIES, TOWNS AND OTHER COMMUNITIES AS THE BOARD OF DIRECTORS MAY DESIGNATE OR AS THE ACTIVITIES OF THE CORPORATION MAY REQUIRE FROM TIME TO TIME. 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