Civic Intelligence

The Meriden-Wallingford Community Foundation

EIN 06-1484149 • 501(c)3 • Meriden, CT

Profile

Organized to provide for the charitable wishes of donors who desire to establish long-term support for families and individuals through the united way and its charitable agencies.

35 Pleasant Street - Ste 1EMeriden, CT 06450
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

23rd percentile

0.00x

Higher debt load relative to assets than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

40th percentile

0.04x

Higher debt load relative to revenue than 40% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

83rd percentile

35%

Higher net margin than 83% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

60th percentile

7.3%

Faster asset growth than 60% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

23rd percentile

-10%

Faster revenue growth than 23% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets23rd percentile

Assets

Up

$3,952,356

Up $520,494 (+15%) from 2023

Liabilities

Up

$5,863

Up $5,863 from 2023

Net Assets

Up

$3,946,493

Up $514,631 (+15%) from 2023

Operations
Liabilities / Revenue40th percentileNet Margin83rd percentile

Revenue

Down

$163,561

Down $39,675 (-20%) from 2023

Expenses

Up

$105,829

Up $43,031 (+69%) from 2023

Net Income

Down

$57,732

Down $82,706 (-59%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $532,097Liabilities 2011: $75,997Net Assets 2011: $456,1002011Assets 2012: $623,279Liabilities 2012: $74,370Net Assets 2012: $548,9092012Assets 2013: $746,049Liabilities 2013: $74,370Net Assets 2013: $671,6792013Assets 2014: $1,283,590Liabilities 2014: $74,370Net Assets 2014: $1,209,2202014Assets 2015: $1,361,293Liabilities 2015: $74,370Net Assets 2015: $1,286,9232015Assets 2016: $1,409,781Liabilities 2016: $74,370Net Assets 2016: $1,335,4112016Assets 2017: $1,706,681Liabilities 2017: $74,370Net Assets 2017: $1,632,3112017Assets 2018: $2,173,291Liabilities 2018: $74,370Net Assets 2018: $2,098,9212018Assets 2019: $2,416,951Liabilities 2019: $74,370Net Assets 2019: $2,342,5812019Assets 2020: $2,575,843Liabilities 2020: $74,370Net Assets 2020: $2,501,4732020Assets 2022: $2,911,453Liabilities 2022: $74,370Net Assets 2022: $2,837,0832022Assets 2023: $3,431,862Liabilities 2023: $0Net Assets 2023: $3,431,8622023Assets 2025: $3,952,356Liabilities 2025: $5,863Net Assets 2025: $3,946,4932025

Highlighted filing

2025

Assets$3,952,356
Liabilities$5,863
Net Assets$3,946,493
Open 2025 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $9,286Expenses 2011: $13,411Net Income 2011: -$4,1252011Revenue 2012: $128,742Expenses 2012: $26,217Net Income 2012: $102,5252012Revenue 2013: $123,713Expenses 2013: $31,886Net Income 2013: $91,8272013Revenue 2014: $153,527Expenses 2014: $30,282Net Income 2014: $123,2452014Revenue 2015: $147,575Expenses 2015: $55,058Net Income 2015: $92,5172015Revenue 2016: $117,627Expenses 2016: $57,437Net Income 2016: $60,1902016Revenue 2017: $383,456Expenses 2017: $75,696Net Income 2017: $307,7602017Revenue 2018: $521,133Expenses 2018: $87,354Net Income 2018: $433,7792018Revenue 2019: $370,254Expenses 2019: $113,556Net Income 2019: $256,6982019Revenue 2020: $171,865Expenses 2020: $264,251Net Income 2020: -$92,3862020Revenue 2022: $217,560Expenses 2022: $104,095Net Income 2022: $113,4652022Revenue 2023: $203,236Expenses 2023: $62,798Net Income 2023: $140,4382023Revenue 2025: $163,561Expenses 2025: $105,829Net Income 2025: $57,7322025

Highlighted filing

2025

Revenue$163,561
Expenses$105,829
Net Income$57,732
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,952,356
Liabilities
$5,863
Net assets
$3,946,493
Revenue
$163,561
Expenses
$105,829
Net income
$57,732
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.95$0.01$3.95$0.16$0.11$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.20$0.06$0.14
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.91$0.07$2.84$0.22$0.10$0.11
2020Detailed filing. Detailed filing data is available for this year.$2.58$0.07$2.50$0.17$0.26$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.07$2.34$0.37$0.11$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.07$2.10$0.52$0.09$0.43
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.71$0.07$1.63$0.38$0.08$0.31
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.07$1.34$0.12$0.06$0.06
2015Summary only. Only limited summary data is available for this year.$1.36$0.07$1.29$0.15$0.06$0.09
2014Summary only. Only limited summary data is available for this year.$1.28$0.07$1.21$0.15$0.03$0.12
2013Summary only. Only limited summary data is available for this year.$0.75$0.07$0.67$0.12$0.03$0.09
2012Summary only. Only limited summary data is available for this year.$0.62$0.07$0.55$0.13$0.03$0.10
2011Summary only. Only limited summary data is available for this year.$0.53$0.08$0.46$0.01$0.01$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Feb 2, 2026
Return Version
2024v5.0
Gross Receipts
$163,561
Mission and Program Overview

Mission

Organized to provide for the charitable wishes of donors who desire to establish long-term support primarily through meriden and wallingford charitable agencies.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,612,057$3,943,126▲ $331,069
Cash and Non-Interest-Bearing Accounts$12,409$9,230▼ $3,179
Total Assets$3,624,466$3,952,356▲ $327,890
Liabilities
Other Liabilities$6,000$5,863▼ $137
Total Liabilities$6,000$5,863▼ $137
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,612,057$3,943,126▲ $331,069
Net Assets With Donor Restrictions$6,409$3,367▼ $3,042
Total Net Assets Fund Balance$3,618,466$3,946,493▲ $328,027
Total Liabilities and Net Assets / Fund Balance$3,624,466$3,952,356▲ $327,890
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
John AugustynPresident
Chris UlbrichVice-chair
Alan PonchickDirector
Cynthia DeckerDirector
Debbie MolloyDirector
Guy R DefrancesDirector
Roger KempDirector
Weston UlbrichDirector
Maria F HarlowSecretary
Carl BonamicoTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$37,263
Program Service Revenue
$0
Investment Income
$126,298
Other Revenue
$0
All Other Contributions
$37,263
Change in Net Assets
$57,732
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$100,949
Other Expenses$4,880
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$100,949--$100,949
Fees for Services Accounting-$3,250-$3,250
Insurance-$497-$497
Office Expenses-$150-$150
Other Expenses-$50-$50
Total Functional Expenses$100,949$4,880$0$105,829
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Various Grants 5000 EachMeriden, CT501c3Fund Activities$24,574
City MissionWaterbury, CT501c3Fund Activities$19,503
Fred Ulbrich FundMeriden, CT501c3Fund Activities$14,491
Mw United Way FundMeriden, CT501c3Fund Activities$14,271
Phillip and Jane Ashton FundMeriden, CT501c3Fund Activities$12,921
Mw Dg Naimoli FundMeriden, CT501c3Fund Activities$6,600
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
Accounts Payable$5,863
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
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

“Form 990 reviewed by board prior to filing.”

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

“The organization requires officers and directors to disclose any conflicts of interest on an annual basis.”

Form 990, Page 6, Part VI, Line 19

“Form 990 and documents related to tax exempt status are available to the public at the offices of the meriden-wallingford united way during normal working hours.”

Filing and Contact Details

Filer

Filer Name
The Meriden-wallingford Community
EIN
06-1484149
Phone
2032354403
Address
35 PLEASANT STREET - STE 1E, MERIDEN, CT 06450

Signing Officer

Name
Maria F Harlow
Title
Secretary
Phone
2032354403
Signed
2026-02-02

Organization Details

Principal Officer
Maria F Harlow
Legal Domicile
Ct
Voting Board Members
12
Independent Board Members
12
Employees
0

Preparer

Firm
Jj Haffner Company LLC
Address
85 BARNES RD STE 300, WALLINGFORD, CT 06492
Preparer
Robert Rejnin CPA
Phone
2032696682
Raw XML Appendix385 raw XML fields

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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IRS990ScheduleA/PublicSupportPY170Pct00.68070
IRS990ScheduleA/PublicSupportTotal170Amt0398565
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt037263
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt017270
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0151546
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0119207
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt073279
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0398565
IRS990ScheduleA/TotalSupportAmt0797838
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05863
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCOUNTS PAYABLE
IRS990ScheduleD/TotalLiabilityAmt05863
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IRS990ScheduleI/RecipientTable/CashGrantAmt024574
IRS990ScheduleI/RecipientTable/CashGrantAmt119503
IRS990ScheduleI/RecipientTable/CashGrantAmt212921
IRS990ScheduleI/RecipientTable/CashGrantAmt314271
IRS990ScheduleI/RecipientTable/CashGrantAmt414491
IRS990ScheduleI/RecipientTable/CashGrantAmt56600
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IRS990ScheduleI/RecipientTable/IRCSectionDesc1501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501C3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501C3
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IRS990ScheduleI/RecipientTable/IRCSectionDesc5501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUND ACTIVITIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1FUND ACTIVITIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2FUND ACTIVITIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3FUND ACTIVITIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4FUND ACTIVITIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5FUND ACTIVITIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0VARIOUS GRANTS 5000 EACH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CITY MISSION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2PHILLIP AND JANE ASHTON FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3MW UNITED WAY FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4FRED ULBRICH FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5MW DG NAIMOLI FUND
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt035 PLEASANT STREET STE 1E
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1558 CHASE AVE STE 2B
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt235 PLEASANT STREET STE 1E
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt335 PLEASANT STREET STE 1E
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt435 PLEASANT STREET STE 1E
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt535 PLEASANT STREET STE 1E
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MERIDEN
IRS990ScheduleI/RecipientTable/USAddress/CityNm1WATERBURY
IRS990ScheduleI/RecipientTable/USAddress/CityNm2MERIDEN
IRS990ScheduleI/RecipientTable/USAddress/CityNm3MERIDEN
IRS990ScheduleI/RecipientTable/USAddress/CityNm4MERIDEN
IRS990ScheduleI/RecipientTable/USAddress/CityNm5MERIDEN
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4CT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5CT
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd306450
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 REVIEWED BY BOARD PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REQUIRES OFFICERS AND DIRECTORS TO DISCLOSE ANY CONFLICTS OF INTEREST ON AN ANNUAL BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 AND DOCUMENTS RELATED TO TAX EXEMPT STATUS ARE AVAILABLE TO THE PUBLIC AT THE OFFICES OF THE MERIDEN-WALLINGFORD UNITED WAY DURING NORMAL WORKING HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalContributionsAmt037263
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04880
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0100949
IRS990/TotalFunctionalExpensesGrp/TotalAmt0105829
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt06000
IRS990/TotalLiabilitiesEOYAmt05863
IRS990/TotalLiabilitiesGrp/BOYAmt06000
IRS990/TotalLiabilitiesGrp/EOYAmt05863
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03946493
IRS990/TotalProgramServiceExpensesAmt0100949
IRS990/TotalRevenueGrp/ExclusionAmt0126298
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0163561
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03624466
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03952356
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt035 PLEASANT STREET STE 1E
IRS990/USAddress/CityNm0MERIDEN
IRS990/USAddress/StateAbbreviationCd0CT
IRS990/USAddress/ZIPCd006450
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MARIA F HARLOW
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02032354403
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MERIDEN-WALLINGFORD COMMUNITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MERI
ReturnHeader/Filer/EIN0061484149
ReturnHeader/Filer/PhoneNum02032354403
ReturnHeader/Filer/USAddress/AddressLine1Txt035 PLEASANT STREET - STE 1E
ReturnHeader/Filer/USAddress/CityNm0MERIDEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006450
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0833141358
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JJ HAFFNER COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt085 BARNES RD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WALLINGFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006492
ReturnHeader/PreparerPersonGrp/PhoneNum02032696682
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT REJNIN CPA
ReturnHeader/ReturnTs02026-02-02T19:31:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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