Civic Intelligence

Middlesex United Way Inc.

990 • Fiscal year 2018 • EIN 06-0665170

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 11, 2018

100 Riverview Center Suite 230Middletown, CT 06457

(860) 346-8695

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

75th percentile

0.36x

Higher debt load relative to assets than 75% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

81st percentile

0.62x

Higher debt load relative to revenue than 81% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

27th percentile

-5.2%

Higher net margin than 27% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

71st percentile

$106,976

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

59th percentile

3.8%

Faster asset growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

42nd percentile

0.9%

Faster revenue growth than 42% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Up

$2,797,223

Up $102,596 (+3.8%) from 2017

Net Assets

Up

$1,790,937

Up $7,013 (+0.4%) from 2017

Liabilities

Up

$1,006,286

Up $95,583 (+10%) from 2017

Revenue

Up

$1,622,371

Up $14,584 (+0.9%) from 2017

Expenses

Down

$1,706,457

Down $22,237 (-1.3%) from 2017

Net Income

Up

-$84,086

Up $36,821 (+30%) from 2017

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $2,932,717Liabilities 2012: $1,085,232Net Assets 2012: $1,847,4852012Assets 2013: $3,014,714Liabilities 2013: $1,067,770Net Assets 2013: $1,946,9442013Assets 2014: $3,163,645Liabilities 2014: $1,019,119Net Assets 2014: $2,144,5262014Assets 2015: $3,075,490Liabilities 2015: $1,018,306Net Assets 2015: $2,057,1842015Assets 2016: $2,812,469Liabilities 2016: $1,058,478Net Assets 2016: $1,753,9912016Assets 2017: $2,694,627Liabilities 2017: $910,703Net Assets 2017: $1,783,9242017Assets 2018: $2,797,223Liabilities 2018: $1,006,286Net Assets 2018: $1,790,9372018Assets 2019: $2,583,455Liabilities 2019: $908,414Net Assets 2019: $1,675,0412019Assets 2020: $2,507,645Liabilities 2020: $821,395Net Assets 2020: $1,686,2502020Assets 2021: $2,725,842Liabilities 2021: $755,968Net Assets 2021: $1,969,8742021Assets 2022: $2,029,637Liabilities 2022: $563,144Net Assets 2022: $1,466,4932022Assets 2023: $2,090,887Liabilities 2023: $590,862Net Assets 2023: $1,500,0252023

Highlighted filing

2018

Assets$2,797,223
Liabilities$1,006,286
Net Assets$1,790,937

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $1,956,631Expenses 2012: $2,035,216Net Income 2012: -$78,5852012Revenue 2013: $1,902,013Expenses 2013: $1,932,624Net Income 2013: -$30,6112013Revenue 2014: $1,890,525Expenses 2014: $1,912,641Net Income 2014: -$22,1162014Revenue 2015: $1,844,763Expenses 2015: $1,859,142Net Income 2015: -$14,3792015Revenue 2016: $1,686,010Expenses 2016: $1,870,229Net Income 2016: -$184,2192016Revenue 2017: $1,607,787Expenses 2017: $1,728,694Net Income 2017: -$120,9072017Revenue 2018: $1,622,371Expenses 2018: $1,706,457Net Income 2018: -$84,0862018Revenue 2019: $1,562,076Expenses 2019: $1,686,108Net Income 2019: -$124,0322019Revenue 2020: $1,448,306Expenses 2020: $1,504,600Net Income 2020: -$56,2942020Revenue 2021: $1,228,081Expenses 2021: $1,356,219Net Income 2021: -$128,1382021Revenue 2022: $976,328Expenses 2022: $1,163,729Net Income 2022: -$187,4012022Revenue 2023: $923,249Expenses 2023: $981,719Net Income 2023: -$58,4702023

Highlighted filing

2018

Revenue$1,622,371
Expenses$1,706,457
Net Income-$84,086
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 11, 2018
Return Version
2017v2.3
Gross Receipts
$1,856,078
Mission and Program Overview

Mission

Middlesex united way acts as a catalyst to achieve measurable, positive impact in education, financial stability, health, housing and racial equity and inclusion.

Middlesex united way acts as a catalyst to achieve measurable, positive impact in education, income, health and housing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,435,371$1,421,493▼ $13,878
Pledges and Grants Receivable$420,572$502,892▲ $82,320
Cash and Non-Interest-Bearing Accounts$37,835$142,295▲ $104,460
Savings and Temporary Cash Investments$128,538$43,255▼ $85,283
Land, Buildings, and Equipment, Net$26,693$21,431▼ $5,262
Prepaid Expenses and Deferred Charges$9,445$5,570▼ $3,875
Total Assets$2,694,627$2,797,223▲ $102,596
Other Assets Total$636,173$660,287▲ $24,114
Liabilities
Grants Payable$778,170$786,488▲ $8,318
Accounts Payable and Accrued Expenses$109,758$199,923▲ $90,165
Other Liabilities$14,025$10,725▼ $3,300
Deferred Revenue$8,750$9,150▲ $400
Total Liabilities$910,703$1,006,286▲ $95,583
Net Assets / Fund Balance
Unrestricted Net Assets$916,975$891,449▼ $25,526
Permanently Rstr Net Assets$781,836$805,950▲ $24,114
Temporarily Rstr Net Assets$85,113$93,538▲ $8,425
Total Net Assets Fund Balance$1,783,924$1,790,937▲ $7,013
Total Liabilities and Net Assets / Fund Balance$2,694,627$2,797,223▲ $102,596

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$21,431$66,322$87,753
Other Assets Org$3,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$194,011-▲ $12,164-$195,803
2016$185,670-▲ $14,838-$194,011
2015$187,362-▲ $4,693-$185,670
2014$142,686$48,325▼ $3,649-$187,362
2013$84,872$50,000▲ $7,814-$142,686
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kevin WilhelmExecutive DiFT$106,976$106,976

Board Members and Trustees

NameTitle
Patricia CharlesPresident
Barry AbramowitzBoard Member
Cathy LechowitzBoard Member
Chu NgoBoard Member
Coleen DuffyBoard Member
Derrick Gibbs JrBoard Member
Diana MartinezBoard Member
Faith JacksonBoard Member
JEAN D'AQUILABoard Member
Jessica ScheffBoard Member
Jim CrawfordBoard Member
Julie RiouxBoard Member
Kimberly HoganBoard Member
Kristen RobertsBoard Member
Lindsay ParkeBoard Member
Michael ConnerBoard Member
Que PhippsBoard Member
David ReynoldsHonorary Director
Harry BurrHonorary Director
Jean Adams ShawHonorary Director
Rosario RizzoHonorary Director
William WrangHonorary Director
Clifford StraubAt Large
Kevin ReichAt Large
William HolderAt Large
Joe SantanielloCampaign CHA
Justin CarbonellaCampaign CHA
Meghan SlaterCampaign CHA
Toral MaherCampaign CHA
Janet PorrielloHuman Resour
Robert RoseInvestment
Allison DoweTreasurer
Scott CarlsonVice Preside
Lori LodgeWOMEN'S INIT
Eric KaneYoung Leader
Revenue and Support

Revenue Composition

Contributions and Grants
$1,526,912
Program Service Revenue
$51,977
Investment Income
$43,482
Other Revenue
$0
All Other Contributions
$1,526,912
Change in Net Assets
$-84,086

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,333,095
Revenue Not Reported on Financial Statements
$289,276
Revenue Not Reported on Form 990
$103,918
Other Revenue Adjustments
$279,292
Total Revenue per Audited Statements
$1,437,013
Total Revenue per Form 990
$1,622,371
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$970,974
Salaries, Compensation, and Employee Benefits$501,265
Other Expenses$234,218
Total Fundraising Expense$167,321
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$970,974--$970,974
Other Salaries and Wages$151,413$81,763$69,650$302,826
Current Officers, Directors, Trustees, and Key Employees$53,488$28,884$24,604$106,976
Occupancy$18,600$10,044$8,556$37,200
Fees for Services Other$17,757$9,589$8,168$35,514
Advertising$17,389$9,390$7,999$34,778
Payroll Taxes$16,660$8,996$7,664$33,320
Pension Plan Contributions$15,626$8,438$7,188$31,252
Other Employee Benefits$13,445$7,261$6,185$26,891
Payments to Affiliates$10,479$6,607$5,696$22,782
Fees for Service Investment Mgmnt Fees-$9,984-$9,984
Depreciation Depletion$4,312$2,328$1,984$8,624
Conferences and Meetings$4,046$2,185$1,861$8,092
Insurance$3,856$2,083$1,774$7,713
Travel$3,095$1,671$1,423$6,189
All Other Expenses$3,032$1,637$1,394$6,063
Other Expenses$2,240$1,209$1,030$4,479
Total Functional Expenses$1,332,812$206,324$167,321$1,706,457

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,706,457
Total Expenses per Audited Statements$1,430,000
Expenses per Audited Statements$1,417,000
Expenses Not Reported on Financial Statements$289,457
Other Expense Adjustments$279,473
Expenses Not Reported on Form 990$13,000
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ymca of Northmiddlesex-kk&asMiddletown, CT3Health/positive Yout$75,699
Marc - Community ResourcesPortland, CT3Health/positive Yout$41,693
Middlesex Hospital Perinatal ProgMiddletown, CT3Health/positive Yout$30,446
Gilead Community ServicesMiddletown, CT3Health/positive Yout$30,039
Oddfellows PlayhouseMiddletown, CT3Health/positive Yout$25,840
Rushford Center Treatment ServicesMeriden, CT3Health/positive Yout$25,226
Women & Families Center - SacsMeriden, CT3Health/positive Yout$25,168
Hope PartnershipOld Saybrook, CT3Affordable Housing$25,137
Child Family Agency of Se CtNew London, CT3Health/positive Yout$24,356
The Connection - Eddy ShelterMiddletown, CT3Affordable Housing$23,346
The Connection - Counseling ServiceMiddletown, CT3Health/positive Yout$22,326
Kuhn Employment OpportunitiesMeriden, CT3Self Sufficiency$18,500
ST LUKE'S ELDERCARE - GATEKEEPERSMiddletown, CT3Health/youth. Dev.$18,000
Columbus House - Transitional HousNew Haven, CT3Affordable Housing$14,095
St Vincent Depaul - Amazing GraceMiddletown, CT3Donor Designations$13,931
211 - InfolineRocky Hill, CT3211-infoline Support$13,145
Literacy Volunteers - Valley ShoreEssex, CT3Self Sufficiency$12,450
The Connection - Housing AdvocateMiddletown, CT3Affordable Housing$10,838
Mx City - Coalition on HomelessnessMiddletown, CT3Affordable Housing$9,929
St Vincent Depaul - Food PantryMiddletown, CT3Self Sufficiency$9,828
Mx Habitat for HumanityCromwell, CT3Affordable Housing$9,558
Clinton Board of EducationClinton, CTGovSchool Readiness$9,040
Cromwell Board of EducationCromwell, CTGovSchool Readiness$9,040
East Haddam Board of EducationMoodus, CT3School Readiness$9,040
East Hampton Board of EducationEast Hampton, CTGovSchool Readiness$9,040
Middlesex Hospital Opportunity KnocMiddletown, CT3School Readiness$9,040
Middletown Adult EducationMiddletown, CT3School Readiness$9,040
Westbrook Public SchoolsWestbrook, CTGovSchool Readiness$9,040
Youth & Family Services of HkHigganum, CT3School Readiness$9,040
United Way of Central & Ne CtHartford, CT3Donor Designations$8,228
Shoreline Soup Kitchens & PantriesEssex, CT3Self Sufficiency$8,000
Marc - Community ResourcesMiddletown, CT3Donor Designated$7,915
John J Driscoll United Labor AgencyRocky Hill, CT3Self Sufficiency$7,307
Regional School District 4Deep River, CTGovSchool Readiness$7,150
United Way of Greater WaterburyWaterbury, CT3Donor Designations$6,863
Old Saybrook Youth & Family ServiceOld Saybrook, CT501c3School Readiness$6,750
Portland Youth ServicesPortland, CTGovSchool Readiness$6,750
Clinton Youth & Fam Service BureauClinton, CTGovHealth/positive Yout$6,200
Durhammiddlefield Youth & FamilyMiddlefield, CT3Health/positive Yout$6,200
Middletown Youth ServicesMiddletown, CTGovHealth/positive Yout$6,200
Old Saybrook Youth & Family ServiceOld Saybrook, CT501c3Health/positive Yout$6,200
Westbrook Public SchoolsWestbrook, CTGovHealth/positive Yout$6,200
Youth & Family Services of HkHigganum, CT3Health/positive Yout$6,200
Girl Scouts of ConnecticutHartford, CT3Health/positive Yout$6,000
Tri-town Youth ServicesDeep River, CT3Health/positive Yout$6,000
Portland Youth ServicesPortland, CTGovHealth/positive Yout$5,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Capital Lease Payable$10,725
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The completed 990 is given to the audit committee for review; the audit committee then reports to the full board of directors and a copy of the 990 is given to each board member; the full board of directors has final approval

Form 990, Page 6, Part VI, Line 12C

On an annual basis, the policy and related organizations are reviewed and each board member is required to complete and sign a potential conflict of interest disclosure form

Form 990, Page 6, Part VI, Line 15A

The executive director and related compensation is reviewed by the chariman of the board as well as the entire board of directors. Such review is completed in executive session during one board meeting per year

Form 990, Page 6, Part VI, Line 15B

Key employees and their related compensation is reviewed by the chief executive officer. In addition, at least once every three years, a comparison among similar size united ways is conducted and reviewed by the personnel committee.

Form 990, Page 6, Part VI, Line 19

All are available in the office upon request

Filing and Contact Details

Filer

Filer Name
Middlesex United Way Inc
EIN
06-0665170
Phone
8603468695
Address
100 RIVERVIEW CENTER SUITE 230, MIDDLETOWN, CT 06457

Signing Officer

Name
Kevin Wilhelm
Title
Executive Director
Phone
8603468695
Signed
2018-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Charles
Formed
1935
Legal Domicile
Ct
Voting Board Members
30
Independent Board Members
30
Employees
10
Volunteers
1,000

Preparer

Firm
Mahoney Sabol & Company Llp
Address
180 GLASTONBURY BLVD STE 400, GLASTONBURY, CT 06033-4439
Preparer
Kenneth a Kron CPA
Phone
8605412000
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

United way is also a national partner in the born learning initiative. Born learning provides simple activities and ideas to create learning opportunities throughout the day with your child. One of the key tools of born learning are trails, which can be installed in any public setting. Middlesex united way has worked to install 10 born learning trails in middlesex county. Income: our vision: individuals and families are economically stable. Local investment: middlesex united way focuses on job training and employment supports, basic needs, and tax preparation assistance. Middlesex united way provides leadership and support to the middlesex vita (volunteer income tax assistance) coalition. The volunteer income tax assistance program provides free income tax preparation services to low- and moderate-income families and increases the number of households that access the tax credits they've earned. In 2018, irs-trained volunteers helped prepare taxes for more than 500 middlesex county residents who received more than one million in tax refunds. Health: our vision: youth and adults avoid risky behaviors, and individuals and families are healthy and safe. Local investment: middlesex united way focuses on positive youth development, support for seniors and people with disabilities, substance abuse prevention and treatment, and mental health services. Middlesex united way is partnering with youth and family service organizations in middlesex county to implement the healthy communities- healthy youth assets model in their towns. The approach increases young people's participation in their local communities and results in reduced high-risk behaviors, especially the use of drugs and alcohol. Middlesex united way also works to ensuring that health and wellness services are available, including mental health services, counseling, substance abuse services, sexual assault crisis services, programs that help adults with disabilities thrive, and services to help continue living at home. Housing: our vision: everyone has safe and affordable housing. Local investment: middlesex united way focuses on homelessness prevention, emergency shelter, supportive housing, and affordable housing. Middlesex united way funds and partners with several organizations in middlesex county to help people attain safe, affordable and stable housing. United way supports programs throughout the county that provide safe emergency housing as well as services and supports to ensure individuals and families can remain safely and stably housed. Middlesex united way is also a leader in the middlesex county coalition on housing & homelessness which is working to end and prevent homelessness, through strategies including homelessness prevention and creating supportive housing. Familywize prescription drug discount program: middlesex united way partners with the national familywize prescription drug discount program to help individuals and families reduce the cost of prescription medicine. The card is free and available to anyone. 2-1-1 information and referral: middlesex united way supports connecticut's united way 2-1-1 system, an information and referral service that is available 24 hours, 7 days a week by dialing 2-1-1. United way 2-1-1 handled 251,046 calls this past year, including over 12,294 calls from middlesex county. Top requests statewide are for mental health and addictions, housing and shelter, and employment and income. Community collaboratives: united way participates in several community collaboratives, including the aforementioned volunteer income tax assistance program and middlesex county coalition on housing & homelessness. In addition, united way participates in the middletown community thanksgiving project, which assembles and distributes nearly 1,000 thanksgiving baskets for families in need in middletown. Middlesex united way and its staff are also involved in many other community collaboratives, including but not limited to: the credit for life fair;

Form 990, Part XI, Line 9

Amounts raised on behalf of others -279,473 book-tax diff on sale of asset 181 amounts raised on behalf of others 279,473 total 181

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 4B

Amounts raised on behalf of others 279,473 book-tax diff on sale of asset -181

Schedule D, Page 4, Part XII, Line 4B

Amounts raised on behalf of others 279,473

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IRS990/Desc0EDUCATION: OUR VISION: STUDENTS SUCCEED ACADEMICALLY. LOCAL INVESTMENT: MIDDLESEX UNITED WAY FOCUSES ON SCHOOL READINESS, PARENT EDUCATION, AND FAMILY LITERACY. ALONG WITH OUR PARTNERS, MIDDLESEX UNITED WAY'S SCHOOL READINESS INITIATIVE IS WORKING WITH SCHOOLS, EARLY CHILDCARE PROVIDERS, AND PARENTS THROUGHOUT MIDDLESEX COUNTY TO IDENTIFY AND ASSIST CHILDREN WHO HAVE SOCIAL AND EMOTIONAL PROBLEMS BEFORE THEY START KINDERGARTEN. WE SUPPORT PROGRAMS TO PREPARE KIDS FOR SCHOOL AND EDUCATE THEIR PARENTS ABOUT THE IMPORTANT ROLE THEY PLAY IN THEIR CHILD'S EARLIEST YEARS. WE ARE CURRENTLY WORKING WITH SCHOOLS IN ALL FIFTEEN TOWNS IN MIDDLESEX COUNTY. UNITED WAY IS ALSO A NATIONAL PARTNER IN THE BORN LEARNING INITIATIVE. BORN LEARNING PROVIDES SIMPLE ACTIVITIES AND IDEAS TO CREATE LEARNING OPPORTUNITIES THROUGHOUT THE DAY WITH YOUR CHILD. ONE OF THE KEY TOOLS OF BORN LEARNING ARE TRAILS, WHICH CAN BE INSTALLED IN ANY PUBLIC SETTING. MIDDLESEX UNITED WAY HAS WORKED TO INSTALL 10 BORN LEARNING TRAILS IN MIDDLESEX COUNTY. INCOME: OUR VISION: INDIVIDUALS AND FAMILIES ARE ECONOMICALLY STABLE. LOCAL INVESTMENT: MIDDLESEX UNITED WAY FOCUSES ON JOB TRAINING AND EMPLOYMENT SUPPORTS, BASIC NEEDS, AND TAX PREPARATION ASSISTANCE. MIDDLESEX UNITED WAY PROVIDES LEADERSHIP AND SUPPORT TO THE MIDDLESEX VITA (VOLUNTEER INCOME TAX ASSISTANCE) COALITION. THE VOLUNTEER INCOME TAX ASSISTANCE PROGRAM PROVIDES FREE INCOME TAX PREPARATION SERVICES TO LOW- AND MODERATE-INCOME FAMILIES AND INCREASES THE NUMBER OF HOUSEHOLDS THAT ACCESS THE TAX CREDITS THEY'VE EARNED. IN 2018, IRS-TRAINED VOLUNTEERS HELPED PREPARE TAXES FOR MORE THAN 500 MIDDLESEX COUNTY RESIDENTS WHO RECEIVED MORE THAN ONE MILLION IN TAX REFUNDS. HEALTH: OUR VISION: YOUTH AND ADULTS AVOID RISKY BEHAVIORS, AND INDIVIDUALS AND FAMILIES ARE HEALTHY AND SAFE. LOCAL INVESTMENT: MIDDLESEX UNITED WAY FOCUSES ON POSITIVE YOUTH DEVELOPMENT, SUPPORT FOR SENIORS AND PEOPLE WITH DISABILITIES, SUBSTANCE ABUSE PREVENTION AND TREATMENT, AND MENTAL HEALTH SERVICES. MIDDLESEX UNITED WAY IS PARTNERING WITH YOUTH AND FAMILY SERVICE ORGANIZATIONS IN MIDDLESEX COUNTY TO IMPLEMENT THE HEALTHY COMMUNITIES- HEALTHY YOUTH ASSETS MODEL IN THEIR TOWNS. THE APPROACH INCREASES YOUNG PEOPLE'S PARTICIPATION IN THEIR LOCAL COMMUNITIES AND RESULTS IN REDUCED HIGH-RISK BEHAVIORS, ESPECIALLY THE USE OF DRUGS AND ALCOHOL. MIDDLESEX UNITED WAY ALSO WORKS TO ENSURING THAT HEALTH AND WELLNESS SERVICES ARE AVAILABLE, INCLUDING MENTAL HEALTH SERVICES, COUNSELING, SUBSTANCE ABUSE SERVICES, SEXUAL ASSAULT CRISIS SERVICES, PROGRAMS THAT HELP ADULTS WITH DISABILITIES THRIVE, AND SERVICES TO HELP CONTINUE LIVING AT HOME. HOUSING: OUR VISION: EVERYONE HAS SAFE AND AFFORDABLE HOUSING. LOCAL INVESTMENT: MIDDLESEX UNITED WAY FOCUSES ON HOMELESSNESS PREVENTION, EMERGENCY SHELTER, SUPPORTIVE HOUSING, AND AFFORDABLE HOUSING. MIDDLESEX UNITED WAY FUNDS AND PARTNERS WITH SEVERAL ORGANIZATIONS IN MIDDLESEX COUNTY TO HELP PEOPLE ATTAIN SAFE, AFFORDABLE AND STABLE HOUSING. UNITED WAY SUPPORTS PROGRAMS THROUGHOUT THE COUNTY THAT PROVIDE SAFE EMERGENCY HOUSING AS WELL AS SERVICES AND SUPPORTS TO ENSURE INDIVIDUALS AND FAMILIES CAN REMAIN SAFELY AND STABLY HOUSED. MIDDLESEX UNITED WAY IS ALSO A LEADER IN THE MIDDLESEX COUNTY COALITION ON HOUSING & HOMELESSNESS WHICH IS WORKING TO END AND PREVENT HOMELESSNESS, THROUGH STRATEGIES INCLUDING HOMELESSNESS PREVENTION AND CREATING SUPPORTIVE HOUSING. FAMILYWIZE PRESCRIPTION DRUG DISCOUNT PROGRAM: MIDDLESEX UNITED WAY PARTNERS WITH THE NATIONAL FAMILYWIZE PRESCRIPTION DRUG DISCOUNT PROGRAM TO HELP INDIVIDUALS AND FAMILIES REDUCE THE COST OF PRESCRIPTION MEDICINE. THE CARD IS FREE AND AVAILABLE TO ANYONE. 2-1-1 INFORMATION AND REFERRAL: MIDDLESEX UNITED WAY SUPPORTS CONNECTICUT'S UNITED WAY 2-1-1 SYSTEM, AN INFORMATION AND REFERRAL SERVICE THAT IS AVAILABLE 24 HOURS, 7 DAYS A WEEK BY DIALING 2-1-1. UNITED WAY 2-1-1 HANDLED 251,046 CALLS THIS PAST YEAR, INCLUDING OVER 12,294 CALLS FROM MIDDLESEX COUNTY. TOP REQU
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt019670
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01435371
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01421493
IRS990/IRPDocumentCnt022
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt066322
IRS990/LandBldgEquipBasisNetGrp/BOYAmt026693
IRS990/LandBldgEquipBasisNetGrp/EOYAmt021431
IRS990/LandBldgEquipCostOrOtherBssAmt087753
IRS990/LegalDomicileStateCd0CT
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0181
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0233526
IRS990/LoanOutstandingInd0false
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$2.09$0.59$1.50$0.92$0.98$0.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.03$0.56$1.47$0.98$1.16$0.19
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.73$0.76$1.97$1.23$1.36$0.13
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.51$0.82$1.69$1.45$1.50$0.06
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.58$0.91$1.68$1.56$1.69$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.80$1.01$1.79$1.62$1.71$0.08
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.69$0.91$1.78$1.61$1.73$0.12
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.81$1.06$1.75$1.69$1.87$0.18
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.08$1.02$2.06$1.84$1.86$0.01
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.16$1.02$2.14$1.89$1.91$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.01$1.07$1.95$1.90$1.93$0.03
2012Summary only. Only limited summary data is available for this year.$2.93$1.09$1.85$1.96$2.04$0.08