Nonprofit · EIN 06-0788028
UNITED WAY OF NAUGATUCK AND BEACON FALLS INC
Tax-exempt · NAUGATUCK, CT 06770
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $686,362 | $515,772 | $170,590 | $721,509 | $397,076 | $324,433 |
| December 31, 2024 | 990 | $492,043 | $479,744 | $12,299 | $557,005 | $403,162 | $153,843 |
| December 31, 2023 | 990 | $542,592 | $507,723 | $34,869 | $582,435 | $440,891 | $141,544 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $620,788
- of which government grants
- $200,000
- Program service revenue
- $0
- Investment income
- $5,386
- Net income from fundraising events
- $60,188
- Other revenue
- $60,188
Expenses
- Grants and similar amounts paid
- $408,650
- Compensation of officers, directors and key employees
- $68,300
- Other salaries and wages
- $8,325
- Salaries, compensation and benefits (total)
- $86,414
- Professional fundraising fees
- $0
- Accounting fees
- $3,200
- Program services (functional)
- $456,441
- Management and general (functional)
- $26,157
- Fundraising (functional)
- $33,174
Balance sheet and other
- Total assets, start of year
- $557,005
- Total assets, end of year
- $721,509
- Total liabilities, end of year
- $397,076
- Net assets, end of year
- $324,433
- Net assets without donor restrictions
- $165,933
- Net assets with donor restrictions
- $158,500
- Gross receipts
- $724,092
- Employees
- 3
- Volunteers
- 50
- Year formed
- 1963
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA SHAPPY | EXECUTIVE DIRECTOR Key employee | 40 | $68,300 |
| SARAH CALLAHAN | DIRECTOR Trustee or director | 3 | $0 |
| MARCELO MARTINS | TREASURER Trustee or director, Officer | 3 | $0 |
| TINA DAMBOWSKY | DIRECTOR Trustee or director | 3 | $0 |
| CLAUDIA VAUDREUIL | DIRECTOR Trustee or director | 3 | $0 |
| JENNIFER ZBELL | PRESIDENT Trustee or director, Officer | 3 | $0 |
| MADISYN BIACHINI | DIRECTOR Trustee or director | 3 | $0 |
| KIM SANTULLI | SECRETARY Trustee or director, Officer | 3 | $0 |
| JOE BOTTACARI | DIRECTOR Trustee or director | 3 | $0 |
| ADAM BRONKO | DIRECTOR Trustee or director | 3 | $0 |
| KOREY JARJURA | DIRECTOR Trustee or director | 3 | $0 |
| COURTNEY LIGI | DIRECTOR Trustee or director | 3 | $0 |
| ROBERT DICKSON | VICE PRESIDENT Trustee or director, Officer | 3 | $0 |
| ALEXIA MCMASTERS | DIRECTOR Trustee or director | 3 | $0 |
| JAMES HIGGINS | DIRECTOR Trustee or director | 3 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANCIS SANTANA | DIRECTOR Trustee or director | 3 | $0 |
| JOSHUA VAUGHN | DIRECTOR Trustee or director | 3 | $0 |
| SHEILA SOARES | DIRECTOR Trustee or director | 3 | $0 |
| DANA SILVA | DIRECTOR Trustee or director | 3 | $0 |
990 for the year ended December 31, 2024: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA SHAPPY | EXECUTIVE DIRECTOR Key employee | 40 | $60,866 |
| SARAH CALLAHAN | DIRECTOR Trustee or director | 3 | $0 |
| MARCELO MARTINS | TREASURER Trustee or director, Officer | 3 | $0 |
| DONNA ANDREW | DIRECTOR Trustee or director | 3 | $0 |
| CLAUDIA VAUDREUIL | DIRECTOR Trustee or director | 3 | $0 |
| JENNIFER ZBELL | PRESIDENT Trustee or director, Officer | 3 | $0 |
| MADISYN BIACHINI | DIRECTOR Trustee or director | 3 | $0 |
| KIM SANTULLI | SECRETARY Trustee or director, Officer | 3 | $0 |
| JOE BOTTACARI | DIRECTOR Trustee or director | 3 | $0 |
| ADAM BRONKO | DIRECTOR Trustee or director | 3 | $0 |
| KOREY JARJURA | DIRECTOR Trustee or director | 3 | $0 |
| COURTNEY LIGI | DIRECTOR Trustee or director | 3 | $0 |
| ROBERT DICKSON | VICE PRESIDENT Trustee or director, Officer | 3 | $0 |
| ALEXIA MCMASTERS | DIRECTOR Trustee or director | 3 | $0 |
| ALLAN MONTEIRO | EX-OFFICIO Trustee or director, Officer | 3 | $0 |
| FRANCIS SANTANA | DIRECTOR Trustee or director | 3 | $0 |
| JOSHUA VAUGHN | DIRECTOR Trustee or director | 3 | $0 |
| SHEILA SOARES | DIRECTOR Trustee or director | 3 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA SHAPPY | EXECUTIVE DIRECTOR Key employee | 40 | $57,968 |
| SARAH CALLAHAN | DIRECTOR Trustee or director | 3 | $0 |
| DANA SILVA | TREASURER Trustee or director, Officer | 3 | $0 |
| DONNA ANDREW | DIRECTOR Trustee or director | 3 | $0 |
| TRISHA DIGENERO | DIRECTOR Trustee or director | 3 | $0 |
| JENNIFER ZBELL | VICE PRESIDENT Trustee or director, Officer | 3 | $0 |
| DAVID ROTATORI | DIRECTOR Trustee or director | 3 | $0 |
| COURTNEY LIGI | SECRETARY Trustee or director, Officer | 3 | $0 |
| MARCELO MARTINS | DIRECTOR Trustee or director | 3 | $0 |
| KIM SANTULLI | DIRECTOR Trustee or director | 3 | $0 |
| PEDRO PIRES | DIRECTOR Trustee or director | 3 | $0 |
| PAM ROTATORI | DIRECTOR Trustee or director | 3 | $0 |
| ROBERT DICKSON | DIRECTOR Trustee or director | 3 | $0 |
| MARYLOU CUNNINGHAM | DIRECTOR Trustee or director | 3 | $0 |
| ALLAN MONTEIRO | PRESIDENT Trustee or director, Officer | 3 | $0 |
| FRANCIS SANTANA | DIRECTOR Trustee or director | 3 | $0 |
| JOSHUA VAUGHN | DIRECTOR Trustee or director | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 270 CHURCH ST, NAUGATUCK, CT 06770-4122
- Principal officer (990 for 2025)
- JENNIFER ZBELL, 270 CHURCH STREET, NAUGATUCK, CT 06770
- Signed the 990
- JENNIFER ZBELL, PRESIDENT
- Phone
- (203) 729-1564
- Return prepared by
- BAILEY MOORE GLAZER SCHAEFER PROTO LLP
Mission
TO PROVIDE THE ORGANIZED CAPABLITY FOR INVOLVING PEOPLE OF OUR REGION TO CARE FOR ONE ANOTHER THROUGH A VOLUNTARY SYSTEM OF HUMAN SERVICES. TO PROMOTE EFFICIENCY AND EFFECTIVENESS OF OPERATIONS AND ASSIST LOCAL HUMAN SERVICES IN IMPROVING SERVICE DELIVERY. IN PURSUIT OF THESE PURPOSES, UNITED WAY OF NAUGATUCK AND BEACON FALLS WILL:BECOME A CATALYST FOR COMMUNITY PROBLEM-SOLVING BY IDENTIFYING LOCAL HUMAN CARE NEEDS AND DEVELOPING SOLUTIONS WITHIN THE CONTEXT OF TOTAL COMMUNITY ORGANIZATIONAL RESOURCES.PROMOTE AND ENCOURAGE VOLUNTEER DEVELOPMENT AND VOLUNTEERISM.DEVELOP FINANCIAL RESOURCES TO SUPPORT HUMAN CARE SERVICES, PRIMARILY THROUGH A SINGLE COMMUNITY-WIDE CAMPAIGN MANAGED BY THE UNITED WAY.OPERATE A COMMUNITY FUND DISTRIBUTION SYSTEM THAT IS ACCOUNTABLE AND RESPONSIVE TO DONORS AND FLEXIBLE IN RESPONSE TO HUMAN NEEDS.BECOME INCLUSIVE IN GOVERANCE, OPERATIONS AND FUND DISTRIBUTION, OF ALL THE DIVERSE POPULATIONS OF THE COMMUNITY.
Program accomplishments
- SOCICITATION AND ALLOCATION OF FUNDS FOR HEALTH, WELFARE AND RECREATIONAL AGENCIES WHICH PROACTIVELY IMPROVE THE WELL BEING OF THE COMMUNITYExpenses $456,441 · grants $408,650
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 06-0788028
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1963
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $721,509
- Income (IRS master file)
- $724,092
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $686,362 | $515,772 | $721,509 | XML |
| 990 | December 2024 | $492,043 | $479,744 | $557,005 | XML |
| 990 | December 2023 | $542,592 | $507,723 | $582,435 | XML |
| 990 | December 2022 | $457,883 | $455,062 | $493,488 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 06-0788028).
Questions about UNITED WAY OF NAUGATUCK AND BEACON FALLS INC
- What is the EIN of UNITED WAY OF NAUGATUCK AND BEACON FALLS INC?
- The employer identification number (EIN) of UNITED WAY OF NAUGATUCK AND BEACON FALLS INC is 06-0788028.
- Is UNITED WAY OF NAUGATUCK AND BEACON FALLS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to UNITED WAY OF NAUGATUCK AND BEACON FALLS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF NAUGATUCK AND BEACON FALLS 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 UNITED WAY OF NAUGATUCK AND BEACON FALLS INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF NAUGATUCK AND BEACON FALLS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of UNITED WAY OF NAUGATUCK AND BEACON FALLS INC?
- The 990 for the year ended December 31, 2025 names JENNIFER ZBELL.
- Who are the officers and directors of UNITED WAY OF NAUGATUCK AND BEACON FALLS INC?
- The 990 for the year ended December 31, 2025 lists 19 people; 1 received compensation from the organization, the highest $68,300 (LISA SHAPPY, EXECUTIVE DIRECTOR).
- How much revenue does UNITED WAY OF NAUGATUCK AND BEACON FALLS INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $686,362, expenses of $515,772 and total assets of $721,509 at year end.
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