Civic Intelligence

Middlesex United Way Inc.

990 • Fiscal year 2020 • EIN 06-0665170

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 04, 2021

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

72nd percentile

0.33x

Higher debt load relative to assets than 72% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

79th percentile

0.57x

Higher debt load relative to revenue than 79% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

30th percentile

-3.9%

Higher net margin than 30% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

73rd percentile

$108,779

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 7.5% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

21st percentile

-2.9%

Faster asset growth than 21% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

36th percentile

-7.3%

Faster revenue growth than 36% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Down

$2,507,645

Down $75,810 (-2.9%) from 2019

Net Assets

Up

$1,686,250

Up $11,209 (+0.7%) from 2019

Liabilities

Down

$821,395

Down $87,019 (-9.6%) from 2019

Revenue

Down

$1,448,306

Down $113,770 (-7.3%) from 2019

Expenses

Down

$1,504,600

Down $181,508 (-11%) from 2019

Net Income

Up

-$56,294

Up $67,738 (+55%) from 2019

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

2020

Assets$2,507,645
Liabilities$821,395
Net Assets$1,686,250

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

2020

Revenue$1,448,306
Expenses$1,504,600
Net Income-$56,294
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 4, 2021
Return Version
2019v5.0
Gross Receipts
$1,583,060
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,349,768$1,219,305▼ $130,463
Pledges and Grants Receivable$457,632$362,354▼ $95,278
Cash and Non-Interest-Bearing Accounts$73,079$127,828▲ $54,749
Savings and Temporary Cash Investments$22,701$116,764▲ $94,063
Land, Buildings, and Equipment, Net$16,264$17,386▲ $1,122
Prepaid Expenses and Deferred Charges$8,891$11,990▲ $3,099
Total Assets$2,583,455$2,507,645▼ $75,810
Other Assets Total$655,120$652,018▼ $3,102
Liabilities
Grants Payable$725,255$600,001▼ $125,254
Accounts Payable and Accrued Expenses$174,734$212,644▲ $37,910
Deferred Revenue$1,000$4,625▲ $3,625
Other Liabilities$7,425$4,125▼ $3,300
Total Liabilities$908,414$821,395▼ $87,019
Net Assets / Fund Balance
Net Assets With Donor Restrictions$903,968$892,600▼ $11,368
Net Assets Without Donor Restrictions$771,073$793,650▲ $22,577
Total Net Assets Fund Balance$1,675,041$1,686,250▲ $11,209
Total Liabilities and Net Assets / Fund Balance$2,583,455$2,507,645▼ $75,810

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,386$71,111$88,497
Other Assets Org$2,182--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$192,869-▲ $527-$182,480
2018$195,803-▲ $7,444-$192,869
2017$194,011-▲ $12,164-$195,803
2016$185,670-▲ $14,838-$194,011
2015$187,362-▲ $4,693-$185,670
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kevin WilhelmExecutive DiFT$108,779$108,779

Board Members and Trustees

NameTitle
Scott CarlsonChair
Kimberly HoganVice Chair
Cathy LezonBoard Member
Coleen DuffyBoard Member
Derrick Gibbs JrBoard Member
Diana MartinezBoard Member
Eric KaneBoard Member
Jessica ScheffBoard Member
Jim CrawfordBoard Member
Joe SantanielloBoard Member
Julie RiouxBoard Member
Kristen JensenBoard Member
Kristen RobertsBoard Member
Marisol RodriguezBoard Member
Michael ConnerBoard Member
Pat CicconeBoard Member
Ramona BurkeyBoard Member
Robert RoseBoard Member
William HolderBoard Member
David ReynoldsHonorary Director
Harry BurrHonorary Director
Jean Adams ShawHonorary Director
Rosario RizzoHonorary Director
William WrangHonorary Director
Kevin ReichAt Large
Pat CharlesAt Large
Meghan SlaterAt-large
Andy RappCommunity Im
Faith JacksonHuman Resour
Clifford O StraubInvestment
Allison DoweTreasurer
Paul WillemsWesleyan Boa
Meghann LafountainWOMEN'S INIT
Kevin HarrisYoung Leader
Revenue and Support

Revenue Composition

Contributions and Grants
$1,365,943
Program Service Revenue
$33,067
Investment Income
$49,296
Other Revenue
$0
All Other Contributions
$1,365,943
Change in Net Assets
$-56,294

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,241,136
Revenue Not Reported on Financial Statements
$207,170
Revenue Not Reported on Form 990
$90,003
Other Revenue Adjustments
$199,223
Total Revenue per Audited Statements
$1,331,139
Total Revenue per Form 990
$1,448,306
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$787,000
Salaries, Compensation, and Employee Benefits$541,360
Other Expenses$176,240
Total Fundraising Expense$119,801
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$787,000--$787,000
Other Salaries and Wages$180,301$90,109$47,522$317,932
Current Officers, Directors, Trustees, and Key Employees$54,390$29,370$25,019$108,779
Other Employee Benefits$23,888$12,161$7,383$43,432
Fees for Services Other$22,250$8,828$6,877$37,955
Occupancy$20,845$10,612$6,443$37,900
Payroll Taxes$20,738$10,558$6,410$37,706
Pension Plan Contributions$18,431$9,383$5,697$33,511
Conferences and Meetings$5,518$2,809$1,706$10,033
Fees for Service Investment Mgmnt Fees-$7,947-$7,947
Advertising$7,453--$7,453
Depreciation Depletion$3,727$1,897$1,152$6,776
Travel$3,296$1,677$1,019$5,992
Other Expenses$3,241$1,649$1,002$5,892
All Other Expenses$2,713$1,381$838$4,932
Insurance$2,674$1,361$827$4,862
Office Expenses$1,852$943$573$3,368
Total Functional Expenses$1,182,038$202,761$119,801$1,504,600

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,504,600
Total Expenses per Audited Statements$1,319,930
Expenses per Audited Statements$1,297,430
Expenses Not Reported on Financial Statements$207,170
Other Expense Adjustments$199,223
Expenses Not Reported on Form 990$22,500
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ymca of Northmiddlesex-kk&asMiddletown, CT3Health/positive Yout$75,999
The Connection - Eddy ShelterMiddletown, CT3Affordable Housing$34,184
Middlesex Hospital Perinatal ProgMiddletown, CT3Health/positive Yout$30,446
Gilead Community ServicesMiddletown, CT3Health/positive Yout$30,039
Marc - Community ResourcesPortland, CT3Health/positive Yout$26,707
Oddfellows PlayhouseMiddletown, CT3Health/positive Yout$25,840
Rushford CenterMeriden, 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
Kuhn Employment OpportunitiesMeriden, CT3Self Sufficiency$19,000
Marc - Community ResourcesPortland, CT3Health/positive Yout$18,428
The Connection - Hallie HouseMiddletown, CT3Health/positive Yout$15,000
Columbus House - Transitional HousNew Haven, CT3Affordable Housing$14,095
Literacy Volunteers - Valley ShoreEssex, CT3School Readiness$12,450
211 - InfolineRocky Hill, CT3211-infoline Support$12,217
St Vincent Depaul - Food PantryMiddletown, CT3Self Sufficiency$10,335
Mx City - Coalition on HomelessnessMiddletown, CT3Affordable Housing$9,929
Mx Habitat for HumanityCromwell, CT3Affordable Housing$9,558
Clinton Board of EducationClinton, 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
Shoreline Soup Kitchens & PantriesEssex, CT3Self Sufficiency$8,500
St Vincent Depaul - Amazing GraceMiddletown, CT3Donor Designations$7,971
Old Saybrook Youth & Family ServiceOld Saybrook, CT501c3School Readiness$7,950
Regional School District 4Deep River, CTGovSchool Readiness$7,950
United Way of Se CtGales Ferry, CT3Donor Designations$7,229
Cromwell Board of EducationCromwell, CTGovSchool Readiness$7,040
Portland Youth ServicesPortland, CTGovSchool Readiness$6,750
United Way of Central & Ne CtHartford, CT3Donor Designations$6,606
Clinton Youth & Fam Service BureauClinton, CT3Health/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
Tri-town Youth ServicesDeep River, CT3Health/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
John J Driscoll United Labor AgencyRocky Hill, CT3Self Sufficiency$5,800
Ct Humane SocietyNewington, CT3Donor Designations$5,410
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$4,125
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
2021-02-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Carlson
Formed
1935
Legal Domicile
Ct
Voting Board Members
34
Independent Board Members
34
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

Education: 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. Financial stability: 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 a single year, middlesex vita irs-trained volunteers helped 657 middlesex county residents file their taxes, returning 967,000 in refunds back to the middletown area. 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. Racial equity & inclusion: our vision: individuals and families live in an anti-racist, equitable, and inclusive community. 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 availabl

Form 990, Part XI, Line 9

Ppp income used 90,192 amounts raised on behalf of others -199,223 amounts raised on behalf of others 199,223 total 90,192

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

PPP INCOME USED 90,192

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

Amounts raised on behalf of others 199,223

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

Amounts raised on behalf of others 199,223

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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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. FINANCIAL STABILITY: 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 A SINGLE YEAR, MIDDLESEX VITA IRS-TRAINED VOLUNTEERS HELPED 657 MIDDLESEX COUNTY RESIDENTS FILE THEIR TAXES, RETURNING 967,000 IN REFUNDS BACK TO THE MIDDLETOWN AREA. 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. RACIAL EQUITY & INCLUSION: OUR VISION: INDIVIDUALS AND FAMILIES LIVE IN AN ANTI-RACIST, EQUITABLE, AND INCLUSIVE COMMUNITY. 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 AVAILABL
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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0MIDDLESEX UNITED WAY ACTS AS A CATALYST TO ACHIEVE MEASURABLE, POSITIVE IMPACT IN EDUCATION, FINANCIAL STABILITY, HEALTH, HOUSING AND RACIAL EQUITY AND INCLUSION.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01675041
IRS990/NetAssetsOrFundBalancesEOYAmt01686250
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt027600
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt027600
IRS990/NetUnrlzdGainsLossesInvstAmt0-22689
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0771073
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0793650

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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
2020Detailed filing. Detailed filing data is available for this year.$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
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$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