Nonprofit · EIN 06-1084194
UNITED WAY OF CONNECTICUT
Tax-exempt · ROCKY HILL, CT 06067
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $36,919,209 | $35,462,596 | $1,456,613 | $20,228,356 | $15,133,111 | $5,095,245 |
| June 30, 2024 | 990 | $34,528,600 | $34,160,298 | $368,302 | $20,654,233 | $17,015,601 | $3,638,632 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $35,491,236
- of which government grants
- $35,060,069
- Program service revenue
- $1,317,015
- Investment income
- $76,649
- Other revenue
- $34,309
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $549,587
- Other salaries and wages
- $21,253,304
- Salaries, compensation and benefits (total)
- $27,803,458
- Professional fundraising fees
- $0
- Legal fees
- $162,516
- Accounting fees
- $65,159
- Occupancy
- $1,107,137
- Travel
- $67,237
- Depreciation
- $128,522
- Program services (functional)
- $31,250,863
- Management and general (functional)
- $4,211,733
Balance sheet and other
- Total assets, start of year
- $20,654,233
- Total assets, end of year
- $20,228,356
- Total liabilities, end of year
- $15,133,111
- Net assets, end of year
- $5,095,245
- Land, buildings and equipment
- $1,573,869
- Net assets without donor restrictions
- $5,095,245
- Gross receipts
- $36,919,209
- Employees
- 419
- Volunteers
- 14
- Year formed
- 1974
- 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 | Other / benefits |
|---|---|---|---|---|
| LISA TEPPER BATES | PRESIDENT/CEO Trustee or director, Officer | 40 | $249,631 | $49,496 |
| LEO PELLERIN | CHIEF INFORMATION OFFICER Highest-paid employee | 40 | $170,684 | $36,023 |
| TANYA BARRETT | SR. VP HEALTH & HUMAN SVCS Highest-paid employee | 40 | $152,126 | $42,830 |
| CHERYL SUTERA | SR. VP CHILD CARE Highest-paid employee | 40 | $166,881 | $23,132 |
| AMY H CASAVINA HALL | SVP, STRATEGIC PARTNERSHIP Highest-paid employee | 40 | $153,065 | $11,337 |
| SUNEETHA ADERU | OUTGOING DIRECTOR OF FINANCE Highest-paid employee | 40 | $140,096 | $20,728 |
| KATIE LONGLEY | TREASURER/CHIEF OPERATING Officer | 40 | $139,227 | $18,286 |
| ALBERTO COTA | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| DITA BHARGAVA | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| ERIC HARRISON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| GREG BUTLER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JASON JAKUBOWSKI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOHN EMRA | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JONATHAN H BEAMON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| KRISTEN JACOBY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARIA HARLOW | BOARD MEMBER Trustee or director | 0.5 | $0 |
| MATT CAMMAROTO | BOARD MEMBER Trustee or director | 0.5 | $0 |
| STEVEN HERNANDEZ | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| TRACY MICHAUD | IMMEDIATE PAST CHAIR Trustee or director, Officer | 2 | $0 |
| WILLIAM DARBY | BOARD MEMBER Trustee or director | 0.5 | $0 |
| YVETTE HIGHSMITH | CHAIR Trustee or director, Officer | 0.5 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA TEPPER BATES | PRESIDENT/CEO Trustee or director, Officer | 40 | $228,478 | $47,430 |
| LEO PELLERIN | CHIEF INFORMATION OFFICER Highest-paid employee | 40 | $170,460 | $41,161 |
| MITCH BEAUREGARD | OUTGOING TREASURER/SR VP BUS. OPS. Officer | 40 | $152,462 | $33,211 |
| CHERYL SUTERA | SR. VP CHILD CARE Highest-paid employee | 40 | $160,579 | $23,809 |
| TANYA BARRETT | SR. VP HEALTH & HUMAN SVCS Highest-paid employee | 40 | $142,903 | $39,631 |
| AMY H CASAVINA HALL | SVP, STRATEGIC PARTNERSHIPS, DEVELOPMEN Highest-paid employee | 40 | $152,195 | $12,157 |
| ADERU SUNEETHA | DIRECTOR OF FINANCE Highest-paid employee | 40 | $125,649 | $9,315 |
| ABIGAIL JEWETT | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| ALBERTO COTA | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| BRIAN GOULD | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| GREG BUTLER | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| JASON JAKUBOWSKI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JENNIFER HEATH | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JONATHAN H BEAMON | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| KRISTEN JACOBY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LEE ANN GOMES | BOARD MEMBER Trustee or director | 0.5 | $0 | $0 |
| MARIA HARLOW | SECRETARY Trustee or director, Officer | 1.5 | $0 | $0 |
| MICHAEL DUNCAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROBERT WIENNER | BOARD MEMBER Trustee or director | 1.5 | $0 | $0 |
| STEVEN HERNANDEZ | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SULMA AVENANCIO | IMMEDIATE PAST CHAIR Trustee or director, Officer | 0.5 | $0 | $0 |
| TRACY MICHAUD | CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| YVETTE HIGHSMITH-FRANCIS | VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 |
| KATIE LONGLEY | TREASURER/CHIEF OPERATING OFFICER 3/24 Officer | 40 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 55 CAPITAL BLVD 3RD FLOOR, ROCKY HILL, CT 06067-3927
- In care of
- % JENNIFER JOHNSON
- Principal officer (990 for 2024)
- LISA TEPPER BATES, 55 CAPITAL BLVD 401, ROCKY HILL, CT 06067
- Signed the 990
- LISA TEPPER BATES, PRESIDENT/CEO
- Phone
- (860) 571-7500
- Website
- WWW.CTUNITEDWAY.ORG
- Return prepared by
- COHNREZNICK ADVISORY LLC
Mission
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.
Program accomplishments
- 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.Expenses $16,744,168 · revenue $1,317,015
- 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.Expenses $11,128,071
- 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.Expenses $2,610,346
- 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.Expenses $768,278
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 | 990 on file |
IRS record
- EIN
- 06-1084194
- 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
- 1985
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70Z)
- Assets (IRS master file)
- $20,228,356
- Income (IRS master file)
- $36,919,209
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $36,919,209 | $35,462,596 | $20,228,356 | XML |
| 990 | June 2024 | $34,528,600 | $34,160,298 | $20,654,233 | XML |
| 990 | June 2023 | $37,815,340 | $37,754,386 | $20,018,123 | IRS |
| 990 | June 2022 | $38,307,240 | $37,882,423 | $9,253,569 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 06-1084194).
Questions about UNITED WAY OF CONNECTICUT
- What is the EIN of UNITED WAY OF CONNECTICUT?
- The employer identification number (EIN) of UNITED WAY OF CONNECTICUT is 06-1084194.
- Is UNITED WAY OF CONNECTICUT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to UNITED WAY OF CONNECTICUT tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED WAY OF CONNECTICUT 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 CONNECTICUT 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 UNITED WAY OF CONNECTICUT last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNITED WAY OF CONNECTICUT?
- The 990 for the year ended June 30, 2025 names LISA TEPPER BATES.
- Who are the officers and directors of UNITED WAY OF CONNECTICUT?
- The 990 for the year ended June 30, 2025 lists 21 people; 7 received compensation from the organization, the highest $249,631 (LISA TEPPER BATES, PRESIDENT/CEO).
- How much revenue does UNITED WAY OF CONNECTICUT have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $36,919,209, expenses of $35,462,596 and total assets of $20,228,356 at year end.
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