UNITED WAY OF GREATER NEW HAVEN INC Charity Report

Public IRS 990 nonprofit record

UNITED WAY OF GREATER NEW HAVEN INC

EIN 06-0646761 · Philanthropy, Voluntarism & Grantmaking Foundations (T70Z)

What they do

UNITED WAY of GREATER NEW HAVEN BRINGS PEOPLE and ORGANIZATIONS TOGETHER to CREATE SOLUTIONS to OUR REGIONS MOST PRESSING CHALLENGES IN THE AREAS of EDUCATION, HEALTH, and FINANCIAL STABILITY, GROUNDED IN RACIAL and SOCIAL JUSTICE. WE MOBILIZE OUR COMMUNITY to CREATE OPPORTUNITIES for PEOPLE to THRIVE. WE SERVE AS A CATALYST to EXPAND SERVICES IN OUR COMMUNITY and MAKE THEM MORE EFFECTIVE; WE ADVOCATE for POLICIES THAT IMPROVE LIVES and CREATE LASTING CHANGE; and WE CREATE A GREATER SENSE of CONNECTEDNESS and SUPPORT for THE COMMON GOOD. WE STRIVE to MEET PEOPLES IMMEDIATE NEEDS and CREATE LONG-TERM SOLUTIONS BECAUSE WE BELIEVE EVERY PERSON DESERVES THE OPPORTUNITY to LIVE to THEIR FULL POTENTIAL. TOGETHER WITH PARTNERS, DONORS and VOLUNTEERS, UNITED WAY of GREATER NEW HAVEN SERVED MORE THAN 97,000 PEOPLE IN OUR REGION IN FISCAL YEAR 2024-25.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $86.70 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 leaders29 people are listed in the latest report.

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

Money made simple

73.75%of revenue went to mission work86.7% of expenses · Program services

4.91%of revenue went to fundraising5.8% of expenses

$85.09spent for every $100 of revenueRevenue covered expenses this year.

6.43%of revenue went to management and office costs7.6% of expenses

$0.92in assets for every $1 spent this yearSome assets cannot be spent right away.

98.3%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 $227,801 for JENNIFER HEATH (CHIEF EXECUTIVE 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$14,943,217

Mission workProgram services$11,021,20873.75% of revenue86.7% of expenses

ManagementOffice and general costs$960,5466.43% of revenue7.6% of expenses

FundraisingAsking for donations$733,9714.91% of revenue5.8% of expenses

Revenue left after expensesReported annual surplus$2,227,49214.91% of revenueShown in gray on the chart

Total expenses$12,715,72585.09% 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: 86.7% mission · 7.6% management · 5.8% fundraisingTotal expenses: 85.09% of revenue

2023Expense mix: 88.5% mission · 5.6% management · 5.8% fundraisingTotal expenses: 92.69% of revenue

2022Expense mix: 87.8% mission · 5.9% management · 6.4% fundraisingTotal expenses: 97.50% of revenue

2021Expense mix: 89.6% mission · 4.8% management · 5.6% fundraisingTotal expenses: 92.83% of revenue

2020Expense mix: 88.3% mission · 6.6% management · 5.1% fundraisingTotal expenses: 91.76% of revenue

2019Expense mix: 88.9% mission · 5.1% management · 6.0% fundraisingTotal expenses: 92.47% of revenue

2018Expense mix: 86.1% mission · 7.3% management · 6.6% fundraisingTotal expenses: 86.32% of revenue

2016Expense mix: 80.4% mission · 9.4% management · 10.2% fundraisingTotal expenses: 101.72% of revenue

Money in and money out

Revenue$14,943,217

Expenses$12,715,725

Annual surplus $2,227,492 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)$11,021,208 · 86.7% of expenses

Management and office costs$960,546 · 7.6% of expenses

Fundraising$733,971 · 5.8% of expenses

See all reported dollar amounts

Revenue$14,943,217

Expenses$12,715,725

Assets$11,714,991

Income$15,147,077

Contributions$14,684,421

Mission work (program services)$11,021,208

Fundraising$733,971

Grants given$36,862,426

Average grant$84,353

Management and general$960,546

Stocks and bonds$2,529,857

Accounting fees$57,409

Investing fees$17,094

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

JENNIFER HEATHCHIEF EXECUTIVE OFFICER · 45 hrs/week $227,801Base $203,927 · Other $23,874

CHRISTINA FERNANDESCHIEF FINANCIAL OFFICER/TR · 45 hrs/week $173,356Base $125,782 · Other $47,574

KELLY LANDINOVICE PRESIDENT - ECONOMIC · 45 hrs/week $158,274Base $128,537 · Other $29,737

MARIA ARNOLDCHIEF ADVANCEMENT OFFICER · 45 hrs/week $150,705Base $143,681 · Other $7,024

ALYSON FOXVICE PRESIDENT - COMMUNITY · 45 hrs/week $144,412Base $126,610 · Other $17,802

SHELLY HICKSVICE PRESIDENT - EDUCATION · 45 hrs/week $132,393Base $117,611 · Other $14,782

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 (29)

JENNIFER HEATHCHIEF EXECUTIVE OFFICER

CHRISTINA FERNANDESCHIEF FINANCIAL OFFICER/TR

KELLY LANDINOVICE PRESIDENT - ECONOMIC

MARIA ARNOLDCHIEF ADVANCEMENT OFFICER

ALYSON FOXVICE PRESIDENT - COMMUNITY

SHELLY HICKSVICE PRESIDENT - EDUCATION

JILLIAN JACKSON BONTEMPODIRECTOR

TAMEIKA MILLERDIRECTOR

STEVEN J SOLECKIDIRECTOR

PAMELA SUTTON-WALLACEDIRECTOR

NITZA DIAZ-CANDELOOUTGOING DIRECTOR

LORENZO BOYDDIRECTOR

LENNY RODRIGUEZDIRECTOR

KIM HARRISDIRECTOR (UNTIL 04/20/25)

KAREN PEARTDIRECTOR

JUDITH MEYERSDIRECTOR

JOHN WILSONDIRECTOR (UNTIL 05/13/25)

JODIE DRISCOLLDIRECTOR

ALAN BOWIEDIRECTOR

JERMAINE BROOKSHIRE JROUTGOING DIRECTOR

JENNA ALLEGRETTODIRECTOR

HEATHER CALABRESEDIRECTOR

DAVID HENRYDIRECTOR

CHRIS BROWNDIRECTOR

CAROLINE TANBEE-SMITHDIRECTOR

BEVERLY HODGSONDIRECTOR

ANNIE MERKLE-WARDCHAIR

ANGELA WARDLAWDIRECTOR (UNTIL 11/22/24)

ALLISON BATSONDIRECTOR

About this charity

Recognized since: January 1953
Location: 370 JAMES ST STE 403, NEW HAVEN, CT 06513-3091
County: New Haven
In care of: JENNIFER HEATH
Primary officer: JENNIFER HEATH, CEO

How to reach them

WebsiteVisit the charity’s website Phone(203) 772-2010

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: COHNREZNICK ADVISORY LLC
NTEE classification: Philanthropy, Voluntarism & Grantmaking Foundations (T70Z)
Grant-giving organization: Yes