UNDER ONE ROOF INC

EIN: 061377860 501(c)(3) Human Services

NORWALK, CT

Total Revenue
$927,454
Total Expenses
$811,712
Total Assets
$1,297,776
Net Assets
$1,081,347
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1993
Legal Domicile
CT
Principal Officer
KATE GUTHRIE
Phone
2038544660
Tax Period
2024-01-01 to 2024-12-31

UNDER ONE ROOF INC, founded in 1993, is a small nonprofit in the Human Services sector that reported $927K in total revenue in fiscal year 2024. Expenses of $812K left a modest 12% surplus.

Mission

UNDER ONE ROOF, INC. IS A NONPROFIT ORGANIZATION DEDICATED TO FOSTERING INTERGENERATIONAL CONNECTIONS WHILE ADDRESSING THE PRESSING NEEDS OF AFFORDABLE HOUSING FOR OLDER ADULTS AND ACCESSIBLE EARLY CHILDHOOD EDUCATION FOR YOUNG CHILDREN.

Program Service Accomplishments

Program 1
Expenses: $682,661 Revenue: $378,803

UNDER ONE ROOF, INC HAS BECOME A NATIONAL MODEL FOR SUCCESSFULLY PROVIDING AFFORDABLE HOUSING WITH SERVICES, A NATIONALLY ACCREDITED CHILD CARE PROGRAM, AND A UNIQUE INTERGENERATIONAL PROGRAM. UNDER...

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UNDER ONE ROOF, INC HAS BECOME A NATIONAL MODEL FOR SUCCESSFULLY PROVIDING AFFORDABLE HOUSING WITH SERVICES, A NATIONALLY ACCREDITED CHILD CARE PROGRAM, AND A UNIQUE INTERGENERATIONAL PROGRAM. UNDER ONE ROOF, INC. WAS SELECTED AS A NATIONAL FINALIST IN THE GENERATIONS UNITEDS INTERGENERATIONAL SHARED SITE BEST PRACTICE AWARDS. THE MARVIN WAS ALSO AWARDED THE METLIFE FOUNDATION AWARD FOR EXCELLENCE IN AFFORDABLE HOUSING.UNDER ONE ROOF, INC. IS THE SPONSOR AND MANAGER OF THE MARVIN, AN AFFORDABLE CONGREGATE HOUSING FACILITY FOR FRAIL ELDERLY SENIORS. IN ADDITION, UNDER ONE ROOF INC. IS THE SPONSOR AND OWNER OF THE MARVIN CHILDRENS CENTER. THE MARVIN CHILDRENS CENTER OPENED IN NOVEMBER 1998 AND IS FUNDED BY THE STATE OF CONNECTICUT'S SCHOOL READINESS AND CHILD DAY CARE GRANT PROGRAM. BRIGHT HORIZONS FAMILY SOLUTIONS, THE NATIONS LEADING PROVIDER OF EMPLOYER-SPONSORED CHILDCARE AND EARLY EDUCATION, SERVES AS THE MANAGER OF THE MARVIN CHILDRENS CENTER.THE MARVIN CHILDRENS CENTER IS A FULL-DAY, FULL-YEAR PROGRAM SERVING FORTY 3 & 4 YEAR OLD CHILDREN. THE PROGRAM OFFERS AFFORDABLE CHILDCARE WHICH PREPARES CHILDREN FOR ENTRANCE INTO KINDERGARTEN. THE CURRICULUM IS TAILORED TO THE INDIVIDUAL NEEDS OF EACH CHILD AND INCORPORATES AN APPRECIATION OF THE RESOURCE AVAILABLE AND THE SYNERGIES THAT CAN RESULT FROM INVOLVING THE SENIOR RESIDENTS IN THE PROVISION OF DAY CARE. THE MARVIN CHILDRENS CENTER IS NATIONALLY ACCREDITED BY NAEYC.UNDER ONE ROOF, INC. IS COMMITTED TO PROVIDING OPPORTUNITIES THAT INCORPORATE AND PROMOTE INTERGENERATIONAL OPPORTUNITIES. BOTH THE MARVINS SENIOR RESIDENTS AND THE CHILDREN IN THE CHILDCARE PROGRAM GAIN LONG-LASTING BENEFITS FROM SHARING TIME TOGETHER, PROVIDING ENRICHED EXPERIENCES NOT FOUND IN TRADITIONAL SENIOR HOUSING OR CHILD CARE FACILITIES. RESEARCH SHOWS THAT WHEN THE GENERATIONS COME TOGETHER EVERYONE BENEFITS, CHILDREN AND YOUTH, OLDER ADULTS AND THE COMMUNITY AT LARGE. THERE ARE CLEAR POSITIVE OUTCOMES FOR ALL INVOLVED. CHILDREN ARE EXPOSED TO THEIR ELDERS TRADITIONS AND WISDOM; SENIORS ARE ABLE TO EXPAND THEIR SOCIAL NETWORKS AND STAY PHYSICALLY ACTIVE, WHICH ENHANCES THEIR HEALTH OUTCOMES. INTERGENERATIONAL PROGRAMS HELP TO DISPEL AGE-RELATED MYTHS AND STEREOTYPES. THE INTERGENERATIONAL COMPONENT CLEARLY ENHANCES BOTH THE CHILD CARE AND THE SENIOR HOUSING.

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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 $486,045
Program Service Revenue $378,803
Investment Income $62,606
Other Revenue $0
TOTAL REVENUE $927,454

Expense Breakdown

Grants Paid $0
Salaries & Benefits $515,809
Fundraising Expenses $0
Program Expenses $682,661
Other Expenses $295,903
TOTAL EXPENSES $811,712

Year-over-Year Comparison

2024 2023 Change
Revenue $927,454 $889,918 +0.0%
Expenses $811,712 $823,314 0.0%
Net Income $115,742 $66,604 +0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
12
Independent Members
12
Employees
4
Volunteers
10

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
4
$138,635
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PATRICK SHIELDS PRESIDENT 1.00
Officer Director
$0 $0 $0
DEBRA A SIMONS SECRETARY 1.00
Officer Director
$0 $0 $0
MARK LILLIEDAHL TREASURER 1.00
Officer Director
$0 $0 $0
JAYESH BHANSALI DIRECTOR 1.00
Director
$0 $0 $0
MARGE COSTA DIRECTOR 1.00
Director
$0 $0 $0
ART EBERT DIRECTOR 1.00
Director
$0 $0 $0
DAVID ICENA DIRECTOR 1.00
Director
$0 $0 $0
JAYSON-ANN JOHNSON DIRECTOR (AS OF 07/24) 1.00
Director
$0 $0 $0
MICHELE PISKIN DIRECTOR 1.00
Director
$0 $0 $0
SHARON ROSEN DIRECTOR 1.00
Director
$0 $0 $0
YVONNE SENTURIA DIRECTOR 1.00
Director
$0 $0 $0
GERALDINE TOBIAS DIRECTOR (AS OF 07/24) 1.00
Director
$0 $0 $0
KATIE FITZMAURICE EXECUTIVE DIRECTOR 10.00
Officer
$36,671 $452 $138,635
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
2024 $927,454 $811,712 $1,297,776 $115,742
2023 $889,918 $823,314 $1,155,874 $66,604
2022 $885,623 $746,856 $1,034,324 $138,767
2021 $943,336 $667,544 $1,537,336 $275,792
2020 $749,869 $634,186 $1,492,314 $115,683
2019 $777,779 $743,053 $1,435,558 $34,726
2018 $746,383 $757,598 $1,441,610 $-11,215
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