Nonprofit · EIN 06-0665170
MIDDLESEX UNITED WAY INC
Tax-exempt · MIDDLETOWN, CT 06457
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $687,569 | $1,121,015 | -$433,446 | $2,067,615 | $755,388 | $1,312,227 |
| June 30, 2023 | 990 | $923,249 | $981,719 | -$58,470 | $2,090,887 | $590,862 | $1,500,025 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $569,438
- Program service revenue
- $4,693
- Investment income
- $60,894
- Net income from fundraising events
- $52,044
- Other revenue
- $52,544
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $438,771
- Salaries, compensation and benefits (total)
- $589,092
- Professional fundraising fees
- $0
- Occupancy
- $40,300
- Travel
- $3,918
- Depreciation
- $6,996
- Program services (functional)
- $646,079
- Management and general (functional)
- $210,217
- Fundraising (functional)
- $264,719
Balance sheet and other
- Total assets, start of year
- $2,355,656
- Total assets, end of year
- $2,067,615
- Total liabilities, end of year
- $755,388
- Net assets, end of year
- $1,312,227
- Land, buildings and equipment
- $6,082
- Publicly traded securities
- $908,353
- Net assets without donor restrictions
- $356,428
- Net assets with donor restrictions
- $955,799
- Gross receipts
- $698,070
- Employees
- 6
- Volunteers
- 20
- Year formed
- 1935
- State of legal domicile
- CT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Alissa DeJonge | President Trustee or director, Officer | 5 | $0 |
| Gary Wallace | Vice Chair Trustee or director, Officer | 5 | $0 |
| Kevin Reich | Comm Imp Chair Trustee or director, Officer | 5 | $0 |
| Rev Robyn Anderson | Board Member Trustee or director | 5 | $0 |
| Michele Boutin | Board Member Trustee or director | 5 | $0 |
| Jon Brink | Board Member Trustee or director | 5 | $0 |
| Ramona Burkey | Board Member Trustee or director | 5 | $0 |
| Stephanie Fisher | Board Member Trustee or director | 5 | $0 |
| Kimberly Hogan | Board Member Trustee or director | 5 | $0 |
| Barbara Holloman | Board Member Trustee or director | 5 | $0 |
| Lakisha Hyatt | Board Member Trustee or director | 5 | $0 |
| Faith Jackson | Board Member Trustee or director | 5 | $0 |
| Joshua Rivera | Board Member Trustee or director | 5 | $0 |
| Kristen Roberts | Board Member Trustee or director | 5 | $0 |
| Meg Slater | Board Member Trustee or director | 5 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Allison Dowe | Executive Dir. Officer | 40 | $0 |
990 for the year ended June 30, 2023: 26 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHAWONDA SWAIN | PRESIDENT & Trustee or director, Officer | 40 | $96,985 |
| ROSARIO RIZZO | HONORARY DIR Trustee or director | 5 | $0 |
| WILLIAM WRANG | HONORARY DIR Trustee or director | 5 | $0 |
| HARRY BURR | HONORARY DIR Trustee or director | 5 | $0 |
| DAVID REYNOLDS | HONORARY DIR Trustee or director | 5 | $0 |
| SCOTT CARLSON | BOARD MEMBER Trustee or director | 5 | $0 |
| FAITH JACKSON | BOARD MEMBER Trustee or director | 5 | $0 |
| RAMONA BURKEY | BOARD MEMBER Trustee or director | 5 | $0 |
| DUNCAN OLAECHEA | BOARD MEMBER Trustee or director | 5 | $0 |
| KEVIN HARRIS | BOARD MEMBER Trustee or director | 5 | $0 |
| JOE SANTANIELLO | BOARD MEMBER Trustee or director | 5 | $0 |
| ALISSA DEJONGE | BOARD MEMBER Trustee or director | 5 | $0 |
| LAKISHA HYATT | BOARD MEMBER Trustee or director | 5 | $0 |
| REV ROBYN ANDERSON | BOARD MEMBER Trustee or director | 5 | $0 |
| KRISTEN ROBERTS | BOARD MEMBER Trustee or director | 5 | $0 |
| JOSHUA RIVERA | BOARD MEMBER Trustee or director | 5 | $0 |
| ROBERT ROSE | BOARD MEMBER Trustee or director | 5 | $0 |
| JON BRINK | BOARD MEMBER Trustee or director | 5 | $0 |
| KIMBERLY HOGAN | BOARD MEMBER Trustee or director | 5 | $0 |
| LENA OCANSEY | BOARD MEMBER Trustee or director | 5 | $0 |
| KEVIN REICH | COMM IMPACT Trustee or director | 5 | $0 |
| MARISOL RODRIGUEZ | HUMAN RESOUR Trustee or director | 5 | $0 |
| ALLISON DOWE | WOMEN UNITED Trustee or director | 5 | $0 |
| CLIFFORD STRAUB | TREASURER Trustee or director, Officer | 5 | $0 |
| MEGHAN SLATER | CHAIRPERSON Trustee or director, Officer | 5 | $0 |
| GARY WALLACE | VICE-CHAIRPE Trustee or director, Officer | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 100 RIVERVIEW CTR STE 230, MIDDLETOWN, CT 06457-3445
- Signed the 990
- Shawonda Swain, President & CEO
- Phone
- (860) 346-8695
- Website
- www.middlesexunitedway.org
- Return prepared by
- Doherty Beals & Banks PC
Mission
By cultivating leadership and partnerships, bringing resources together, and investing in our community, Middlesex United Way acts as a catalyst to achieve measurable positive impact in youth opportunity, creating healthy communities, financial security, equity, and community resiliency.
Program accomplishments
- Celebrating Housing Success:Krystal Rivera and her family officially moved into their new home in East Hampton during the summer of 2023, thanks to the support of a Community Impact Grant from Middlesex United Way to Middlesex Habitat for Humanity. This funding also supported the organization's shift toward constructing energy-efficient prefabricated homes-offering a sustainable and affordable path to homeownership for more families in Middlesex County.Expenses $646,079 · revenue $4,693
- Investing in Mental Health and Early Childhood:With support from Middlesex United Way, early childhood educators in Middlesex County received professional consultation to better address preschoolers' mental health. This investment ensures young children receive the emotional and developmental support they need to thrive, setting a strong foundation for future success.
- Strengthening Families through Perinatal Care:Middlesex Untied Way funding helped make possible the work of a Perinatal Social Worker at Middlesex Health's Pregnancy and Birth Center. This support ensures pregnant individuals and their families receive comprehensive guidance, mental health support, and referrals to community resources-creating a more compassionate and supportive health experience.
- Youth Engagement Through the Arts:Nearly 200 children took part in the 36th Annual Children's Circus of Middletown, made possible in part by a Middlesex United Way Community Impact Grant to Oddfellows Playhouse Youth Theater. With a commitment to accessibility and equity, the camp offered a sliding-scale fee structure and free meals, allowing children from all backgrounds to learn acrobatics, clowning, and more.
- Celebrating LGBTQ+ Belonging:A Community Impact Grant to Middletown Pride supported a record 25 inclusive events in the 2023-2024 grant cycle. These events, including the Pridesgiving Dinner and Queer Swim, helped individuals find connection and safety in affirming spaces. One attendee, previously anxious in public settings, is now a regular participant in community events thanks to the supportive environment created through this work.
- Connecting People to Resources:Middlesex United Way's support for Connecticut's 2-1-1 and 988 helplines remains a vital component of its works. From September 2023 to September 2024, there were over 14,000 requests for help from Middlesex County residents via 2-1-1, with the top needs being household/shelter and mental health support. These critical services ensure residents have 24/7 access to help in times of need. The 988 crisis line, aimed at providing immediate support for those dealing with a crisis situation, is also supported by Middlesex United Way.
- Returning Dollars to the Community:The Volunteer Income Tax Assistance (VITA) program, supported by Middlesex United Way, helped over 600 local taxpayers in 2024, resulting in more than $700,000 in refunds to individuals and families across Middlesex County. These dollars go directly back into the community, strengthening financial security and reducing economic hardship.
- United is the Way to a Thriving Community:Middlesex United Way brings people and resources together to address the most pressing needs across Middlesex County.
- Through strategic investments, collaborative partnerships, and community-driven initiatives, we support programs that strengthen families, promote mental wellness, build financial security, and create opportunities for all. From helping families access safe, affordable housing and mental health support to investing in early childhood education, youth development, and crisis response services like 2-1-1 and 988, we work to ensure everyone in our 15-town region has the opportunity to thrive. United, we're building a stronger, more connected community-one where everyone has the support they need to succeed.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | Check at the IRS |
IRS record
- EIN
- 06-0665170
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1950
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $2,067,615
- Income (IRS master file)
- $698,070
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $687,569 | $1,121,015 | $2,067,615 | IRS |
| 990 | June 2023 | $923,249 | $981,719 | $2,090,887 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-0665170).
Questions about MIDDLESEX UNITED WAY INC
- What is the EIN of MIDDLESEX UNITED WAY INC?
- The employer identification number (EIN) of MIDDLESEX UNITED WAY INC is 06-0665170.
- Is MIDDLESEX UNITED WAY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1950.
- Are donations to MIDDLESEX UNITED WAY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MIDDLESEX UNITED WAY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MIDDLESEX UNITED WAY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MIDDLESEX UNITED WAY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of MIDDLESEX UNITED WAY INC?
- The 990 for the year ended June 30, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does MIDDLESEX UNITED WAY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $687,569, expenses of $1,121,015 and total assets of $2,067,615 at year end.
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