UNITED WAY OF COASTAL AND WESTERN CONNECTICUT INC

EIN: 060646577 501(c)(3) Philanthropy & Grantmaking

DANBURY, CT

Total Revenue
$8,038,028
Total Expenses
$9,489,441
Total Assets
$8,941,365
Net Assets
$7,265,191
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Organization Details

Formation Year
1940
Legal Domicile
CT
Principal Officer
ISABEL ALMEIDA
Phone
2038268053
Tax Period
2024-07-01 to 2025-06-30

UNITED WAY OF COASTAL AND WESTERN CONNECTICUT INC, founded in 1940, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $8.0M in total revenue in fiscal year 2024. Expenses of $9.5M exceeded revenue, resulting in a 18% operating deficit.

Mission

UNITED WAY COASTAL AND WESTERN CONNECTICUT (UWCWC) ENVISIONS A COMMUNITY WHERE EVERY PERSON IS HEALTHY, SAFE, AND ECONOMICALLY SECURE. OUR MISSION IS TO WORK IN PARTNERSHIP WITH COMMUNITY TO ADDRESS CRITICAL NEEDS AND ADVANCE EQUITABLE PATHWAYS TO WELLBEING AND FINANCIAL SECURITY FOR EVERYONE. UWCWC SERVES 27-TOWNS ACROSS FAIRFIELD AND SOUTHERN LITCHFIELD COUNTIES AND MORE THAN 25-PERCENT OF THE STATE'S POPULATION. OUR WORK IS CENTERED ON THE ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED) POPULATION. THIS DATA-DRIVEN INITIATIVE HIGHLIGHTS THE TRUE COST OF LIVING IN OUR COMMUNITY. IN FAIRFIELD AND SOUTHERN LITCHFIELD COUNTIES, 42% OF HOUSEHOLDS LIVE BELOW THE ALICE THRESHOLD, WHICH REPRESENTS THE MINIMUM INCOME LEVEL NECESSARY FOR A HOUSEHOLD TO AFFORD THE BASIC COST OF LIVING IN THEIR COMMUNITY. ALICE FAMILIES INCLUDE ESSENTIAL WORKERS SUCH AS CHILD CARE PROVIDERS, HEALTH AIDES, RETAIL STAFF, AND EDUCATORS. THESE HOUSEHOLDS EITHER FIND IT DIFFICULT TO AFFORD BASIC NECESSITIES LIKE HOUSING, FOOD, TRANSPORTATION, CHILD CARE, HEALTHCARE, AND UTILITIES OR ARE JUST ONE CRISIS AWAY FROM FINANCIAL INSTABILITY. TO CREATE MEANINGFUL AND LASTING CHANGE IN OUR COMMUNITY, UNITED WAY COASTAL AND WESTERN CONNECTICUT EMPLOYS A COMPREHENSIVE STRATEGY ROOTED IN BOTH IMMEDIATE SUPPORT AND LONG-TERM SYSTEMS CHANGE. WE OPERATE THROUGH FIVE DISTINCT STRATEGIES: ADVOCACY, COLLECTIVE ACTION, COMMUNITY PARTNERSHIPS, DIRECT SERVICE, AND GRANTMAKING, ALL AIMED AT PROMOTING ECONOMIC OPPORTUNITY FOR ALICE HOUSEHOLDS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,652,861
Program Service Revenue $0
Investment Income $349,733
Other Revenue $35,434
TOTAL REVENUE $8,038,028

Expense Breakdown

Grants Paid $1,096,598
Salaries & Benefits $4,666,391
Fundraising Expenses $503,452
Program Expenses $7,947,320
Other Expenses $3,726,452
TOTAL EXPENSES $9,489,441

Year-over-Year Comparison

2024 2023 Change
Revenue $8,038,028 $7,700,862 +0.0%
Expenses $9,489,441 $9,348,987 +0.0%
Net Income $-1,451,413 $-1,648,125 -0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
18
Independent Members
18
Employees
57
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$560,001
Total Directors
21
$0
Key Employees
1
$202,332
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KEN WEINSTEIN VICE-CHAIR 1.00
Officer Director
$0 $0 $0
CHERYL BAKEWELL BOARD MEMBER 1.00
Director
$0 $0 $0
AARON MEYER BOARD MEMBER 1.00
Director
$0 $0 $0
MARK OUELLETTE BOARD MEMBER 1.00
Director
$0 $0 $0
LUIS DIEZ BOARD MEMBER 1.00
Director
$0 $0 $0
CARMEN HUGHES BOARD MEMBER 1.00
Director
$0 $0 $0
KATHERINE WEBSTER-O'KEEFE BOARD MEMBER 1.00
Director
$0 $0 $0
MICHAEL STERN SECRETARY 1.00
Officer Director
$0 $0 $0
NOEL ANDERSON BOARD MEMBER 1.00
Director
$0 $0 $0
CHRISTINA BODINE-AYSSEH BOARD MEMBER 1.00
Director
$0 $0 $0
CAROLYN SALSGIVER KOBSA CHAIR 1.00
Officer Director
$0 $0 $0
GILES PAYNE BOARD MEMBER 1.00
Director
$0 $0 $0
PAUL RESZUTEK TREASURER 1.00
Officer Director
$0 $0 $0
GERALD ROSENBERG BOARD MEMBER 1.00
Director
$0 $0 $0
SAMUEL TINGLEY BOARD MEMBER 1.00
Director
$0 $0 $0
PAUL BRUCE BOARD MEMBER 1.00
Director
$0 $0 $0
VIKRAM NAFDE BOARD MEMBER 1.00
Director
$0 $0 $0
DOREEN BENTSON BOARD MEMBER 1.00
Director
$0 $0 $0
THOMAS MCCARTHY BOARD MEMBER UNTIL 01/2025 1.00
Director
$0 $0 $0
BOB TREFRY BOARD MEMBER UNTIL 01/2025 1.00
Director
$0 $0 $0
ERIC DUENWALD BOARD MEMBER UNTIL 01/2025 1.00
Director
$0 $0 $0
ARLENE AJAMI CFO 37.50
Officer
$163,766 $37,641 $201,407
ISABEL ALMEIDA PRESIDENT & CEO 37.50
Officer
$182,624 $40,627 $223,251
ASHLEY GAUDIANO CHIEF OPERATING OFFICER 37.50
Officer
$125,961 $9,382 $135,343
EDITH PRESLEY PRESIDENT STAMFORD CRADLE 37.50
Key Emp
$161,108 $41,224 $202,332
LAUREN SCOPAZ VP STAMFORD CRADLE TO CARE 37.50
Highest
$142,143 $41,756 $183,899
MELISSA HANNEQUIN EXECUTIVE DIRECTOR OF DANBURY COLLECTIVE IMPACT 37.50
Highest
$112,376 $18,492 $130,868
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $8,038,028 $9,489,441 $8,941,365 $-1,451,413
2024 $7,700,862 $9,348,987 $10,733,125 $-1,648,125
2023 $5,168,378 $7,188,531 $8,464,154 $-2,020,153
2022 $6,698,403 $7,897,742 $8,563,444 $-1,199,339
2021 $10,042,842 $6,115,195 $11,608,837 $3,927,647
2020 $6,453,594 $5,774,552 $6,533,357 $679,042
2019 $5,746,922 $5,606,962 $5,526,430 $139,960
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