Civic Intelligence

Middlesex United Way Inc.

990 • Fiscal year 2021 • EIN 06-0665170

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 22, 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

73rd percentile

0.28x

Higher debt load relative to assets than 73% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

82nd percentile

0.62x

Higher debt load relative to revenue than 82% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

15th percentile

-10%

Higher net margin than 15% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$105,064

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

49th percentile

8.7%

Faster asset growth than 49% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

16th percentile

-15%

Faster revenue growth than 16% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$2,725,842

Up $218,197 (+8.7%) from 2020

Net Assets

Up

$1,969,874

Up $283,624 (+17%) from 2020

Liabilities

Down

$755,968

Down $65,427 (-8.0%) from 2020

Revenue

Down

$1,228,081

Down $220,225 (-15%) from 2020

Expenses

Down

$1,356,219

Down $148,381 (-9.9%) from 2020

Net Income

Down

-$128,138

Down $71,844 (-128%) from 2020

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

2021

Assets$2,725,842
Liabilities$755,968
Net Assets$1,969,874

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

2021

Revenue$1,228,081
Expenses$1,356,219
Net Income-$128,138
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 22, 2021
Return Version
2020v4.0
Gross Receipts
$1,242,927
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$1,219,305$1,484,987▲ $265,682
Pledges and Grants Receivable$362,354$288,568▼ $73,786
Savings and Temporary Cash Investments$116,764$70,948▼ $45,816
Cash and Non-Interest-Bearing Accounts$127,828$54,676▼ $73,152
Land, Buildings, and Equipment, Net$17,386$15,076▼ $2,310
Prepaid Expenses and Deferred Charges$11,990$12,560▲ $570
Total Assets$2,507,645$2,725,842▲ $218,197
Other Assets Total$652,018$799,027▲ $147,009
Liabilities
Grants Payable$600,001$595,036▼ $4,965
Accounts Payable and Accrued Expenses$212,644$160,107▼ $52,537
Deferred Revenue$4,625--
Other Liabilities$4,125$825▼ $3,300
Total Liabilities$821,395$755,968▼ $65,427
Net Assets / Fund Balance
Net Assets With Donor Restrictions$892,600$1,068,573▲ $175,973
Net Assets Without Donor Restrictions$793,650$901,301▲ $107,651
Total Net Assets Fund Balance$1,686,250$1,969,874▲ $283,624
Total Liabilities and Net Assets / Fund Balance$2,507,645$2,725,842▲ $218,197

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$15,076$62,251$77,327
Other Assets Org$2,182--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$182,480-▲ $56,087-$230,170
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kevin WilhelmExecutive DiFT$105,064$105,064

Board Members and Trustees

NameTitle
Kimberly HoganChairperson
Meghan SlaterVice Chair
Cathy LezonBoard Member
Coleen DuffyBoard Member
Derrick Gibbs JrBoard Member
Eric KaneBoard Member
Gary WallaceBoard Member
Jessica ScheffBoard Member
Jim CrawfordBoard Member
Joe SantanielloBoard Member
Joshua RiveraBoard Member
Kevin ReichBoard Member
Kristen JensenBoard Member
Kristen RobertsBoard Member
Meghann LafountainBoard Member
Michael ConnerBoard Member
Pat CicconeBoard Member
Ramona BurkeyBoard Member
Robert BadinBoard Member
Robert RoseBoard Member
David ReynoldsHonorary Director
Harry BurrHonorary Director
Jean Adams ShawHonorary Director
Rosario RizzoHonorary Director
William WrangHonorary Director
Faith JacksonAt Large
Pat CharlesAt Large
Scott CarlsonAt Large
Marisol RodriguezCampaign CHA
Willam HolderCampaign CHA
Andy RappCommunity Im
Clifford O StraubInvestment
Allison DoweTreasurer
Kevin HarrisYoung Leader
Revenue and Support

Revenue Composition

Contributions and Grants
$1,146,728
Program Service Revenue
$16,050
Investment Income
$65,303
Other Revenue
$0
All Other Contributions
$1,061,659
Change in Net Assets
$-128,138

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,084,023
Revenue Not Reported on Financial Statements
$144,058
Revenue Not Reported on Form 990
$414,262
Other Revenue Adjustments
$139,533
Total Revenue per Audited Statements
$1,498,285
Total Revenue per Form 990
$1,228,081
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$715,984
Salaries, Compensation, and Employee Benefits$512,683
Other Expenses$127,552
Total Fundraising Expense$108,494
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$715,984--$715,984
Other Salaries and Wages$158,857$80,873$49,101$288,831
Current Officers, Directors, Trustees, and Key Employees$57,785$29,418$17,861$105,064
Other Employee Benefits$27,906$14,207$8,625$50,738
Occupancy$21,120$10,752$6,528$38,400
Payroll Taxes$18,922$9,633$5,849$34,404
Pension Plan Contributions$18,505$9,421$5,720$33,646
Fees for Services Other$15,780$9,306$5,650$30,736
Advertising$4,366$2,223$1,349$7,938
Depreciation Depletion$3,918$1,994$1,211$7,123
Other Expenses$2,945$1,500$910$5,355
Fees for Service Investment Mgmnt Fees-$4,525-$4,525
Insurance$2,239$1,140$692$4,071
Conferences and Meetings$1,680$855$519$3,054
All Other Expenses$1,464$745$452$2,661
Travel$892$454$276$1,622
Office Expenses$519$265$160$944
Total Functional Expenses$1,064,501$183,224$108,494$1,356,219

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,356,219
Total Expenses per Audited Statements$1,214,661
Expenses per Audited Statements$1,212,161
Expenses Not Reported on Financial Statements$144,058
Other Expense Adjustments$139,533
Expenses Not Reported on Form 990$2,500
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ymca of Northmiddlesex-kk&asMiddletown, CT3Health/positive Yout$46,000
The Connection - Eddy ShelterMiddletown, CT3Affordable Housing$38,253
Middlesex Hospital Perinatal ProgMiddletown, CT3Health/positive Yout$30,446
Marc - Community ResourcesPortland, CT3Health/positive Yout$28,578
Gilead Community ServicesMiddletown, CT3Health/positive Yout$28,370
Rushford Center - Early InterventioMeriden, CT3Donor Designations$25,226
Women & Families Center - SacsMeriden, CT3Health/positive Yout$23,071
Child Family Agency of Se CtNew London, CT3Health/positive Yout$22,687
Kuhn Employment OpportunitiesMeriden, CT3Self Sufficiency$21,300
Oddfellows PlayhouseMiddletown, CT3Health/positive Yout$20,225
Hope PartnershipOld Saybrook, CT3Affordable Housing$18,929
Shoreline Soup Kitchens & PantriesEssex, CT3Self Sufficiency$16,450
St Vincent Depaul - Food PantryMiddletown, CT3Self Sufficiency$16,450
Columbus House - Transitional HousNew Haven, CT3Affordable Housing$15,000
Marc - Community ResourcesPortland, CT3Health/positive Yout$14,888
211 - InfolineRocky Hill, CT3211-infoline Support$10,946
Mx City - Coalition on HomelessnessMiddletown, CT3Affordable Housing$9,929
St Vincent Depaul - Amazing GraceMiddletown, CT3Donor Designations$9,816
Literacy Volunteers - Valley ShoreEssex, CT3Education$7,750
The Connection - Hallie HouseMiddletown, CT3Health/positive Yout$7,500
Middletown Adult EducationMiddletown, CT3Education$7,200
Mx Habitat for HumanityCromwell, CT3Affordable Housing$7,180
United Way of Se CtGales Ferry, CT3Donor Designations$6,958
Ymca of No Middlesex CityMiddletown, CT3Donor Designated$6,518
United Way of Greater WaterburyWaterbury, CT3Donor Designations$5,994
United Way of Central & Ne CtHartford, CT3Donor Designations$5,823
Clinton Board of EducationClinton, CTGovEducation$5,050
East Haddam Board of EdMoodus, CT3Education$5,050
East Haddam Board of EducationMoodus, CT3Education$5,050
East Hampton Board of Education ElEast Hampton, CTGovEducation$5,050
Middlesex Hospital Opportunity KnocMiddletown, CT3Education$5,050
Westbrook Public SchoolsWestbrook, CTGovEducation$5,050
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$825
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
2021-12-22
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
8
Volunteers
800

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

Middlesex united way acts as a catalyst to achieve measurable, positive impact in education, financial stability, health, housing and racial equity and inclusion. Education: our vision: students succeed academically. Local investment: middlesex united way focuses on school readiness, parent education, and family literacy. Middlesex united way's school readiness initiative works with schools, early childcare providers, parents, and community members throughout middlesex county to ensure young children are school ready and have access to resources that support social and emotional development. In addition, middlesex united way supports family and adult literacy programs. 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 supports programs that provide basic needs for the community, like nutritious food and employment services. Middlesex united way also provides leadership and support to the middlesex vita (volunteer income tax assistance) coalition. Vita provides free income tax preparation services to low- and moderate-income families and increases the number of households that access the tax credits they have earned. 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, substance abuse prevention and treatment, and mental health services. Middlesex united way partners with youth service bureaus in middlesex county to implement the healthy communities healthy youth initiative, an approach to increase youth participation in local communities that results in reduced high-risk behaviors, especially the use of drugs and alcohol. In addition to the hchy initiative, middlesex united way supports enrichment and leadership development programs. Middlesex united way also supports health and wellness services in the community, including mental health services, counseling, substance abuse services, sexual assault crisis services, and programs that help adults with disabilities thrive. 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 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 a leader in the middlesex county coalition on housing & homelessness, which works to end and prevent homelessness. Racial equity & inclusion: our vision: individuals and families live in an anti-racist, equitable, and inclusive community. Local investment: middlesex united way is funding its first set of grants dedicated to racial equity and inclusion in fy2021-22. 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 365,000 calls in 2020 and over 2.7 million web requests, including over 16,000 calls from middlesex county. Top requests statewide are for health services, housing, and employment. Community collaboratives: middlesex united way participates in many community collaboratives and coalitions, including but not limited to: middlesex coalition for children; middletown works; middletown school readiness council; middletown racial justice coalition; the shoreline basic needs task force; middlesex volu

Form 990, Part XI, Line 9

Amounts raised on behalf of others -139,533 amounts raised on behalf of others 139,533

Financial Statement Notes

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

Amounts raised on behalf of others 139,533

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

Amounts raised on behalf of others 139,533

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IRS990/Desc0MIDDLESEX UNITED WAY ACTS AS A CATALYST TO ACHIEVE MEASURABLE, POSITIVE IMPACT IN EDUCATION, FINANCIAL STABILITY, HEALTH, HOUSING AND RACIAL EQUITY AND INCLUSION. EDUCATION: OUR VISION: STUDENTS SUCCEED ACADEMICALLY. LOCAL INVESTMENT: MIDDLESEX UNITED WAY FOCUSES ON SCHOOL READINESS, PARENT EDUCATION, AND FAMILY LITERACY. MIDDLESEX UNITED WAY'S SCHOOL READINESS INITIATIVE WORKS WITH SCHOOLS, EARLY CHILDCARE PROVIDERS, PARENTS, AND COMMUNITY MEMBERS THROUGHOUT MIDDLESEX COUNTY TO ENSURE YOUNG CHILDREN ARE SCHOOL READY AND HAVE ACCESS TO RESOURCES THAT SUPPORT SOCIAL AND EMOTIONAL DEVELOPMENT. IN ADDITION, MIDDLESEX UNITED WAY SUPPORTS FAMILY AND ADULT LITERACY PROGRAMS. 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 SUPPORTS PROGRAMS THAT PROVIDE BASIC NEEDS FOR THE COMMUNITY, LIKE NUTRITIOUS FOOD AND EMPLOYMENT SERVICES. MIDDLESEX UNITED WAY ALSO PROVIDES LEADERSHIP AND SUPPORT TO THE MIDDLESEX VITA (VOLUNTEER INCOME TAX ASSISTANCE) COALITION. VITA PROVIDES FREE INCOME TAX PREPARATION SERVICES TO LOW- AND MODERATE-INCOME FAMILIES AND INCREASES THE NUMBER OF HOUSEHOLDS THAT ACCESS THE TAX CREDITS THEY HAVE EARNED. 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, SUBSTANCE ABUSE PREVENTION AND TREATMENT, AND MENTAL HEALTH SERVICES. MIDDLESEX UNITED WAY PARTNERS WITH YOUTH SERVICE BUREAUS IN MIDDLESEX COUNTY TO IMPLEMENT THE HEALTHY COMMUNITIES HEALTHY YOUTH INITIATIVE, AN APPROACH TO INCREASE YOUTH PARTICIPATION IN LOCAL COMMUNITIES THAT RESULTS IN REDUCED HIGH-RISK BEHAVIORS, ESPECIALLY THE USE OF DRUGS AND ALCOHOL. IN ADDITION TO THE HCHY INITIATIVE, MIDDLESEX UNITED WAY SUPPORTS ENRICHMENT AND LEADERSHIP DEVELOPMENT PROGRAMS. MIDDLESEX UNITED WAY ALSO SUPPORTS HEALTH AND WELLNESS SERVICES IN THE COMMUNITY, INCLUDING MENTAL HEALTH SERVICES, COUNSELING, SUBSTANCE ABUSE SERVICES, SEXUAL ASSAULT CRISIS SERVICES, AND PROGRAMS THAT HELP ADULTS WITH DISABILITIES THRIVE. 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 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 A LEADER IN THE MIDDLESEX COUNTY COALITION ON HOUSING & HOMELESSNESS, WHICH WORKS TO END AND PREVENT HOMELESSNESS. RACIAL EQUITY & INCLUSION: OUR VISION: INDIVIDUALS AND FAMILIES LIVE IN AN ANTI-RACIST, EQUITABLE, AND INCLUSIVE COMMUNITY. LOCAL INVESTMENT: MIDDLESEX UNITED WAY IS FUNDING ITS FIRST SET OF GRANTS DEDICATED TO RACIAL EQUITY AND INCLUSION IN FY2021-22. 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 365,000 CALLS IN 2020 AND OVER 2.7 MILLION WEB REQUESTS, INCLUDING OVER 16,000 CALLS FROM MIDDLESEX COUNTY. TOP REQUESTS STATEWIDE ARE FOR HEALTH SERVICES, HOUSING, AND EMPLOYMENT. COMMUNITY COLLABORATIVES: MIDDLESEX UNITED WAY PARTICIPATES IN MANY COMMUNITY COLLABORATIVES AND COALITIONS, INCLUDING BUT NOT LIMITED TO: MIDDLESEX COALITION FOR CHILDREN; MIDDLETOWN WORKS; MIDDLETOWN SCHOOL READINESS COUNCIL; MIDDLETOWN RACIAL JUSTICE COALITION; THE SHORELINE BASIC NEEDS TASK FORCE; MIDDLESEX VOLU
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
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/NetAssetsOrFundBalancesBOYAmt01686250
IRS990/NetAssetsOrFundBalancesEOYAmt01969874
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt049528
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt049528
IRS990/NetUnrlzdGainsLossesInvstAmt0411762

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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
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