THE UNITED WAY OF GREATER WATERBURY INC Charity Report

Public IRS 990 nonprofit record

THE UNITED WAY OF GREATER WATERBURY INC

EIN 06-0646634

What they do

THE UNITED WAY WORKS COLLABORATIVELY WITH and STRATEGICALLY INVESTS IN COMMUNITY PARTNERS to HELP SOLVE COMMUNITY PROBLEMS. THE UNITED WAY PROVIDES LEADERSHIP, CONVENES and FACILITIES COMMUNITY CONVERSATIONS and INITIATIVES ON PRIORITY ISSUES. THE UNITED WAY PROVIDES STAFF LEADERSHIP and SERVES AS FIDUCIARY for SEVERAL PARTNERSHIPS INCLUDING THE GREATER WATERBURY CAMPERSHIP PROGRAM WHICH ENABLES CHILDREN FROM LOW-INCOME FAMILIES to ATTEND SUMMER CAMP and BRIDGE to SUCCESS, A CRADLE to CAREER INITIATIVE. THE UNITED WAY ALSO TAKES A LEAD ROLE IN FOOD INSECURITY INITIATIVES SUCH AS HOLIDAY ASSISTANCE PROGRAM and STOCK THE PANTRY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $78.90 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders22 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

63.78%of revenue went to mission work78.9% of expenses · Program services

5.18%of revenue went to fundraising6.4% of expenses

$80.85spent for every $100 of revenueRevenue covered expenses this year.

11.89%of revenue went to management and office costs14.7% of expenses

$2.17in assets for every $1 spent this yearSome assets cannot be spent right away.

88.1%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $204,056 for KRISTEN JACOBY (PRESIDENT/CHIEF PROFESSIONAL OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$5,574,592

Mission workProgram services$3,555,60463.78% of revenue78.9% of expenses

ManagementOffice and general costs$662,96711.89% of revenue14.7% of expenses

FundraisingAsking for donations$288,5305.18% of revenue6.4% of expenses

Revenue left after expensesReported annual surplus$1,067,49119.15% of revenueShown in gray on the chart

Total expenses$4,507,10180.85% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 78.9% mission · 14.7% management · 6.4% fundraisingTotal expenses: 80.85% of revenue

2023Expense mix: 80.9% mission · 10.7% management · 8.3% fundraisingTotal expenses: 55.87% of revenue

2022Expense mix: 98.5% mission · 10.2% management · 8.0% fundraisingTotal expenses: 96.72% of revenue

2021Expense mix: 85.9% mission · 8.3% management · 5.8% fundraisingTotal expenses: 102.69% of revenue

2020Expense mix: 87.8% mission · 7.3% management · 4.9% fundraisingTotal expenses: 103.06% of revenue

2019Expense mix: 88.3% mission · 6.5% management · 5.2% fundraisingTotal expenses: 106.48% of revenue

2018Expense mix: 88.8% mission · 5.6% management · 5.7% fundraisingTotal expenses: 100.22% of revenue

2017Expense mix: 90.9% mission · 5.3% management · 3.8% fundraisingTotal expenses: 99.13% of revenue

Money in and money out

Revenue$5,574,592

Expenses$4,507,101

Annual surplus $1,067,491 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$3,555,604 · 78.9% of expenses

Management and office costs$662,967 · 14.7% of expenses

Fundraising$288,530 · 6.4% of expenses

See all reported dollar amounts

Revenue$5,574,592

Expenses$4,507,101

Assets$9,786,858

Income$6,141,974

Contributions$4,913,056

Mission work (program services)$3,555,604

Fundraising$288,530

Grants given$12,420,593

Average grant$31,930

Management and general$662,967

Stocks and bonds$3,959,396

Investing fees$18,776

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

KRISTEN JACOBYPRESIDENT/CHIEF PROFESSIONAL OFFICER · 40 hrs/week $204,056Base $162,862 · Other $41,194

JERED BRUZASCHIEF IMPACT OFFICER · 40 hrs/week $133,658Base $112,260 · Other $21,398

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (22)

KRISTEN JACOBYPRESIDENT/CHIEF PROFESSIONAL OFFICER

JERED BRUZASCHIEF IMPACT OFFICER

JAKE ALBERTDIRECTOR

YARIXA LOPEZDIRECTOR

TARA L SHAW ESQDIRECTOR

SUSAN E SPRANODIRECTOR

MARY ROSEGRANT-CHIAPPALONEDIRECTOR

MARK A CASEYFORMER CHAIR

KATELYN GREYDIRECTOR

JAYNE D KELLYDIRECTOR

JASON R GAGNONDIRECTOR

ADRIENNE PARKMONDCHAIR

GREGORY JACOBISECRETARY

GRANT COPELANDDIRECTOR

GENNA MINTZDIRECTOR

FREDERICK M SMITHDIRECTOR

DR THOMAS PELLEGRINODIRECTOR

DR LISA DRESDNERDIRECTOR

DAVID PETITTITREASURER

DANIEL DAVISDIRECTOR

CHRISTOPHER FASANODIRECTOR

BRIAN LEVINEDIRECTOR

About this charity

Recognized since: January 1943
Location: 123 BANK STREET 3RD FLOOR, WATERBURY, CT 06702-2205
County: New Haven
In care of: KRISTEN JACOBY
Primary officer: KRISTEN JACOBY, PRESIDENT & CPO

How to reach them

WebsiteVisit the charity’s website Phone(203) 757-9855

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: WHITTLESEY PC
Grant-giving organization: Yes