UNITED WAY OF CONNECTICUT INC

EIN: 061084194 501(c)(3) Philanthropy & Grantmaking

ROCKY HILL, CT

Total Revenue
$36,919,209
Total Expenses
$35,462,596
Total Assets
$20,228,356
Net Assets
$5,095,245
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1974
Legal Domicile
CT
Principal Officer
LISA TEPPER BATES
Phone
8605717500
Tax Period
2024-07-01 to 2025-06-30

UNITED WAY OF CONNECTICUT INC, founded in 1974, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $36.9M in total revenue in fiscal year 2024. Expenses of $35.5M left a modest 4% surplus.

Mission

UNITED WAY OF CONNECTICUT IS PROUD TO BE A TRUSTED AND VITAL RESOURCE FOR HELP AND INFORMATION ABOUT WHAT THE PEOPLE OF CONNECTICUT NEED.WE RESPOND TO REQUESTS FOR FOOD, HOUSING, HEALTH CARE, CHILD CARE, CHILD DEVELOPMENT RESOURCES, MENTAL HEALTH SUPPORT AND CRISIS SERVICES AND PROVIDE EMERGENCY SERVICES DURING NATURAL DISASTERS. WE BRING A COMPREHENSIVE, COMPASSIONATE APPROACH TO EVERY REQUEST FOR HELP, AND OUR REACH ACROSS EVERY ZIP CODE MEANS WE CAN CREATE PARTNERSHIPS, SHARE INNOVATIONS AND SCALE IMPACT TO IMPROVE LIVES IN EVERY COMMUNITY IN CONNECTICUT.WHENEVER AND WHEREVER THERE IS A NEED IN CONNECTICUT, UNITED WAY OF CONNECTICUT ANSWERS THE CALL.

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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 $35,491,236
Program Service Revenue $1,317,015
Investment Income $76,649
Other Revenue $34,309
TOTAL REVENUE $36,919,209

Expense Breakdown

Grants Paid $0
Salaries & Benefits $27,803,458
Fundraising Expenses $0
Program Expenses $31,250,863
Other Expenses $7,659,138
TOTAL EXPENSES $35,462,596

Year-over-Year Comparison

2024 2023 Change
Revenue $36,919,209 $34,528,600 +0.1%
Expenses $35,462,596 $34,160,298 +0.0%
Net Income $1,456,613 $368,302 +3.0%
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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Governance

Voting Members
15
Independent Members
14
Employees
419
Volunteers
14

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
5
$456,640
Total Directors
15
$299,127
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ALBERTO COTA BOARD MEMBER 0.50
Director
$0 $0 $0
DITA BHARGAVA BOARD MEMBER 0.50
Director
$0 $0 $0
ERIC HARRISON BOARD MEMBER 0.50
Director
$0 $0 $0
GREG BUTLER BOARD MEMBER 0.50
Director
$0 $0 $0
JASON JAKUBOWSKI BOARD MEMBER 1.00
Director
$0 $0 $0
JOHN EMRA BOARD MEMBER 0.50
Director
$0 $0 $0
JONATHAN H BEAMON BOARD MEMBER 0.50
Director
$0 $0 $0
KRISTEN JACOBY BOARD MEMBER 1.00
Director
$0 $0 $0
LISA TEPPER BATES PRESIDENT/CEO 40.00
Officer Director
$249,631 $49,496 $299,127
MARIA HARLOW BOARD MEMBER 0.50
Director
$0 $0 $0
MATT CAMMAROTO BOARD MEMBER 0.50
Director
$0 $0 $0
STEVEN HERNANDEZ VICE CHAIR 1.00
Officer Director
$0 $0 $0
TRACY MICHAUD IMMEDIATE PAST CHAIR 2.00
Officer Director
$0 $0 $0
WILLIAM DARBY BOARD MEMBER 0.50
Director
$0 $0 $0
YVETTE HIGHSMITH CHAIR 0.50
Officer Director
$0 $0 $0
KATIE LONGLEY TREASURER/CHIEF OPERATING 40.00
Officer
$139,227 $18,286 $157,513
AMY H CASAVINA HALL SVP, STRATEGIC PARTNERSHIP 40.00
Highest
$153,065 $11,337 $164,402
CHERYL SUTERA SR. VP CHILD CARE 40.00
Highest
$166,881 $23,132 $190,013
LEO PELLERIN CHIEF INFORMATION OFFICER 40.00
Highest
$170,684 $36,023 $206,707
SUNEETHA ADERU OUTGOING DIRECTOR OF FINANCE 40.00
Highest
$140,096 $20,728 $160,824
TANYA BARRETT SR. VP HEALTH & HUMAN SVCS 40.00
Highest
$152,126 $42,830 $194,956
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 $36,919,209 $35,462,596 $20,228,356 $1,456,613
2024 $34,528,600 $34,160,298 $20,654,233 $368,302
2023 $37,815,340 $37,754,386 $20,018,123 $60,954
2022 $38,307,240 $37,882,423 $9,253,569 $424,817
2021 $26,707,981 $26,413,107 $9,144,461 $294,874
2020 $19,992,190 $19,974,360 $7,582,542 $17,830
2019 $18,739,949 $18,583,015 $7,173,854 $156,934
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