UNITED WAY OF NAUGATUCK AND BEACON… - Form 990 Financial Data

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1963

Legal Domicile

Principal Officer

JENNIFER ZBELL

Phone

2037291564

Tax Period

2025-01-01 to 2025-12-31

UNITED WAY OF NAUGATUCK AND BEACON FALLS INC, founded in 1963, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $686K in total revenue in fiscal year 2025. Revenue surged 39% from the prior year, signaling strong growth momentum. The organization ran a surplus of $171K, a strong 25% operating margin.

Mission

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.

Program Service Accomplishments

Program 1

Expenses: $456,441

SOCICITATION AND ALLOCATION OF FUNDS FOR HEALTH, WELFARE AND RECREATIONAL AGENCIES WHICH PROACTIVELY IMPROVE THE WELL BEING OF THE COMMUNITY

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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%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $620,788

Program Service Revenue $0

Investment Income $5,386

Other Revenue $60,188

TOTAL REVENUE $686,362

Expense Breakdown

Grants Paid $408,650

Salaries & Benefits $86,414

Fundraising Expenses $33,174

Program Expenses $456,441

Other Expenses $20,708

TOTAL EXPENSES $515,772

Year-over-Year Comparison

	2025	2024	Change
Revenue	$686,362	$492,043	+0.4%
Expenses	$515,772	$479,744	+0.1%
Net Income	$170,590	$12,299	+12.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

Total Directors

Key Employees

$68,300

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH CALLAHAN	DIRECTOR	3.00	Director	$0	$0	$0
MARCELO MARTINS	TREASURER	3.00	Officer Director	$0	$0	$0
TINA DAMBOWSKY	DIRECTOR	3.00	Director	$0	$0	$0
CLAUDIA VAUDREUIL	DIRECTOR	3.00	Director	$0	$0	$0
JENNIFER ZBELL	PRESIDENT	3.00	Officer Director	$0	$0	$0
MADISYN BIACHINI	DIRECTOR	3.00	Director	$0	$0	$0
KIM SANTULLI	SECRETARY	3.00	Officer Director	$0	$0	$0
JOE BOTTACARI	DIRECTOR	3.00	Director	$0	$0	$0
ADAM BRONKO	DIRECTOR	3.00	Director	$0	$0	$0
KOREY JARJURA	DIRECTOR	3.00	Director	$0	$0	$0
COURTNEY LIGI	DIRECTOR	3.00	Director	$0	$0	$0
ROBERT DICKSON	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
ALEXIA MCMASTERS	DIRECTOR	3.00	Director	$0	$0	$0
JAMES HIGGINS	DIRECTOR	3.00	Director	$0	$0	$0
FRANCIS SANTANA	DIRECTOR	3.00	Director	$0	$0	$0
JOSHUA VAUGHN	DIRECTOR	3.00	Director	$0	$0	$0
SHEILA SOARES	DIRECTOR	3.00	Director	$0	$0	$0
DANA SILVA	DIRECTOR	3.00	Director	$0	$0	$0
LISA SHAPPY	EXECUTIVE DIRECTOR	40.00	Key Emp	$68,300	$0	$68,300

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	$686,362	$515,772	$721,509	$170,590
2024	$492,043	$479,744	$557,005	$12,299
2023	$542,592	$507,723	$582,435	$34,869
2022	$457,883	$455,062	$493,488	$2,821
2021	$432,664	$436,876	$480,803	$-4,212
2020	$405,534	$392,832	$449,397	$12,702
2019	$392,203	$401,354	$425,702	$-9,151
2018	$388,629	$401,277	$491,914	$-12,648

UNITED WAY OF NAUGATUCK AND BEACON FALLS INC