UNITED WAY OF NAUGATUCK AND BEACON FALLS INC Charity Report

Public IRS 990 nonprofit record

UNITED WAY OF NAUGATUCK AND BEACON FALLS INC

EIN 06-0788028 · Philanthropy, Voluntarism & Grantmaking Foundations (T70Z)

What they do

to PROVIDE THE ORGANIZED CAPABLITY for INVOLVING PEOPLE of OUR REGION to CARE for ONE ANOTHER THROUGH A VOLUNTARY SYSTEM of HUMAN SERVICES. to PROMOTE EFFICIENCY and EFFECTIVENESS of OPERATIONS and ASSIST LOCAL HUMAN SERVICES IN IMPROVING SERVICE DELIVERY. IN PURSUIT of THESE PURPOSES, UNITED WAY of NAUGATUCK and BEACON FALLS WILL:BECOME A CATALYST for COMMUNITY PROBLEM-SOLVING BY IDENTIFYING LOCAL HUMAN CARE NEEDS and DEVELOPING SOLUTIONS WITHIN THE CONTEXT of TOTAL COMMUNITY ORGANIZATIONAL RESOURCES.PROMOTE and ENCOURAGE VOLUNTEER DEVELOPMENT and VOLUNTEERISM.DEVELOP FINANCIAL RESOURCES to SUPPORT HUMAN CARE SERVICES, PRIMARILY THROUGH A SINGLE COMMUNITY-WIDE CAMPAIGN MANAGED BY THE UNITED WAY.OPERATE A COMMUNITY FUND DISTRIBUTION SYSTEM THAT is ACCOUNTABLE and RESPONSIVE to DONORS and FLEXIBLE IN RESPONSE to HUMAN NEEDS.BECOME INCLUSIVE IN GOVERANCE, OPERATIONS and FUND DISTRIBUTION, of ALL THE DIVERSE POPULATIONS of THE COMMUNITY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $88.50 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 2025The charity has a recent tax report to read.

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

They name their leaders19 people are listed in the latest report.

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

Money made simple

66.50%of revenue went to mission work88.5% of expenses · Program services

4.83%of revenue went to fundraising6.4% of expenses

$75.15spent for every $100 of revenueRevenue covered expenses this year.

3.81%of revenue went to management and office costs5.1% of expenses

$1.40in assets for every $1 spent this yearSome assets cannot be spent right away.

90.4%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 $68,300 for LISA SHAPPY (EXECUTIVE DIRECTOR). 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 2025

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$686,362

Mission workProgram services$456,44166.50% of revenue88.5% of expenses

ManagementOffice and general costs$26,1573.81% of revenue5.1% of expenses

FundraisingAsking for donations$33,1744.83% of revenue6.4% of expenses

Revenue left after expensesReported annual surplus$170,59024.85% of revenueShown in gray on the chart

Total expenses$515,77275.15% 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

2025CurrentExpense mix: 88.5% mission · 5.1% management · 6.4% fundraisingTotal expenses: 75.15% of revenue

2024Expense mix: 87.8% mission · 6.0% management · 6.2% fundraisingTotal expenses: 97.50% of revenue

2023Expense mix: 89.2% mission · 5.4% management · 5.4% fundraisingTotal expenses: 93.57% of revenue

2022Expense mix: 88.4% mission · 5.8% management · 5.9% fundraisingTotal expenses: 99.38% of revenue

2021Expense mix: 87.8% mission · 5.8% management · 6.4% fundraisingTotal expenses: 100.97% of revenue

2020Expense mix: 86.9% mission · 6.4% management · 6.7% fundraisingTotal expenses: 96.87% of revenue

2019Expense mix: 87.5% mission · 6.1% management · 6.4% fundraisingTotal expenses: 102.33% of revenue

2018Expense mix: 87.4% mission · 6.1% management · 6.5% fundraisingTotal expenses: 103.25% of revenue

Money in and money out

Revenue$686,362

Expenses$515,772

Annual surplus $170,590 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)$456,441 · 88.5% of expenses

Management and office costs$26,157 · 5.1% of expenses

Fundraising$33,174 · 6.4% of expenses

See all reported dollar amounts

Revenue$686,362

Expenses$515,772

Assets$721,509

Income$724,092

Contributions$620,788

Mission work (program services)$456,441

Fundraising$33,174

Grants given$2,049,341

Average grant$15,764

Management and general$26,157

Accounting fees$3,200

People

Leadership and board

Tax year 2025

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

People reported as paid

Person and titleCompensation

LISA SHAPPYEXECUTIVE DIRECTOR · 40 hrs/week $68,300

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 (19)

LISA SHAPPYEXECUTIVE DIRECTOR

JOSHUA VAUGHNDIRECTOR

TINA DAMBOWSKYDIRECTOR

SHEILA SOARESDIRECTOR

SARAH CALLAHANDIRECTOR

ROBERT DICKSONVICE PRESIDENT

MARCELO MARTINSTREASURER

MADISYN BIACHINIDIRECTOR

KOREY JARJURADIRECTOR

KIM SANTULLISECRETARY

ADAM BRONKODIRECTOR

JOE BOTTACARIDIRECTOR

JENNIFER ZBELLPRESIDENT

JAMES HIGGINSDIRECTOR

FRANCIS SANTANADIRECTOR

DANA SILVADIRECTOR

COURTNEY LIGIDIRECTOR

CLAUDIA VAUDREUILDIRECTOR

ALEXIA MCMASTERSDIRECTOR

About this charity

Recognized since: January 1963
Location: 270 CHURCH ST, NAUGATUCK, CT 06770-4122
County: New Haven
In care of: JENNIFER ZBELL
Primary officer: JENNIFER ZBELL, PRESIDENT

How to reach them

Phone(203) 729-1564

Filing and classification

Latest tax year: 2025
Tax period began: January 1, 2025
Return type: 990
Tax preparer: BAILEY MOORE GLAZER SCHAEFER PROTO LLP
NTEE classification: Philanthropy, Voluntarism & Grantmaking Foundations (T70Z)
Grant-giving organization: Yes