Nonprofit · EIN 06-0646634
THE UNITED WAY OF GREATER WATERBURY INC
Tax-exempt · WATERBURY, CT 06702
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,574,592 | $4,507,101 | $1,067,491 | $9,786,858 | $2,990,304 | $6,796,554 |
| June 30, 2024 | 990 | $8,313,537 | $4,644,960 | $3,668,577 | $8,517,605 | $2,866,755 | $5,650,850 |
| June 30, 2023 | 990 | $4,466,542 | $4,320,223 | $146,319 | $4,527,496 | $3,340,487 | $1,187,009 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $4,913,056
- of which government grants
- $9,490
- Program service revenue
- $0
- Investment income
- $315,759
- Net gain from sales of assets
- $53,062
- Net income from fundraising events
- $123,112
- Other revenue
- $345,777
Expenses
- Grants and similar amounts paid
- $2,674,008
- Compensation of officers, directors and key employees
- $204,056
- Other salaries and wages
- $707,719
- Salaries, compensation and benefits (total)
- $1,098,873
- Professional fundraising fees
- $0
- Occupancy
- $52,905
- Travel
- $1,429
- Depreciation
- $32,527
- Program services (functional)
- $3,555,604
- Management and general (functional)
- $662,967
- Fundraising (functional)
- $288,530
Balance sheet and other
- Total assets, start of year
- $8,517,605
- Total assets, end of year
- $9,786,858
- Total liabilities, end of year
- $2,990,304
- Net assets, end of year
- $6,796,554
- Land, buildings and equipment
- $133,502
- Publicly traded securities
- $3,959,396
- Net assets without donor restrictions
- $3,990,110
- Net assets with donor restrictions
- $2,806,444
- Gross receipts
- $6,141,974
- Employees
- 28
- Volunteers
- 1,699
- Year formed
- 1942
- State of legal domicile
- CT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KRISTEN JACOBY | PRESIDENT/CHIEF PROFESSIONAL OFFICER Officer | 40 | $162,862 | $41,194 |
| JERED BRUZAS | CHIEF IMPACT OFFICER Highest-paid employee | 40 | $112,260 | $21,398 |
| ADRIENNE PARKMOND | CHAIR Trustee or director, Officer | 5 | $0 | $0 |
| GREGORY JACOBI | SECRETARY Trustee or director, Officer | 5 | $0 | $0 |
| DAVID PETITTI | TREASURER Trustee or director, Officer | 10 | $0 | $0 |
| JAKE ALBERT | DIRECTOR Trustee or director | 5 | $0 | $0 |
| MARK A CASEY | FORMER CHAIR Trustee or director | 10 | $0 | $0 |
| GRANT COPELAND | DIRECTOR Trustee or director | 5 | $0 | $0 |
| DANIEL DAVIS | DIRECTOR Trustee or director | 5 | $0 | $0 |
| DR LISA DRESDNER | DIRECTOR Trustee or director | 5 | $0 | $0 |
| CHRISTOPHER FASANO | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JASON R GAGNON | DIRECTOR Trustee or director | 5 | $0 | $0 |
| KATELYN GREY | DIRECTOR Trustee or director | 5 | $0 | $0 |
| JAYNE D KELLY | DIRECTOR Trustee or director | 5 | $0 | $0 |
| BRIAN LEVINE | DIRECTOR Trustee or director | 5 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| YARIXA LOPEZ | DIRECTOR Trustee or director | 5 | $0 |
| GENNA MINTZ | DIRECTOR Trustee or director | 5 | $0 |
| DR THOMAS PELLEGRINO | DIRECTOR Trustee or director | 5 | $0 |
| MARY ROSEGRANT-CHIAPPALONE | DIRECTOR Trustee or director | 5 | $0 |
| TARA L SHAW ESQ | DIRECTOR Trustee or director | 5 | $0 |
| FREDERICK M SMITH | DIRECTOR Trustee or director | 5 | $0 |
| SUSAN E SPRANO | DIRECTOR Trustee or director | 5 | $0 |
990 for the year ended June 30, 2024: 30 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTEN JACOBY | PRESIDENT & Officer | 40 | $195,259 |
| JOSEPH T CONNOLLY | DIRECTOR Trustee or director | 5 | $0 |
| GRANT COPELAND | DIRECTOR Trustee or director | 5 | $0 |
| DANIEL DAVIS | DIRECTOR Trustee or director | 5 | $0 |
| DR LISA DRESDNER | DIRECTOR Trustee or director | 5 | $0 |
| CHRISTOPHER FASANO | DIRECTOR Trustee or director | 5 | $0 |
| ATTORNEY JASON GAGON | DIRECTOR Trustee or director | 5 | $0 |
| PATRICIA A GENTIL | DIRECTOR Trustee or director | 5 | $0 |
| KATELYN GREY | DIRECTOR Trustee or director | 5 | $0 |
| KAREN HINDS | DIRECTOR Trustee or director | 5 | $0 |
| JAMES R WHITLEY JD | DIRECTOR Trustee or director | 5 | $0 |
| JAYNE KELLY | DIRECTOR Trustee or director | 5 | $0 |
| BRIAN LEVINE | DIRECTOR Trustee or director | 5 | $0 |
| YARIXA LOPEZ | COMMUN. IMPA Trustee or director, Officer | 5 | $0 |
| DAVID MARTIN | DIRECTOR Trustee or director | 5 | $0 |
| GENNA MINTZ | DIRECTOR Trustee or director | 5 | $0 |
| THOMAS C PELLEGRINO | DIRECTOR Trustee or director | 5 | $0 |
| MARY ROSENGRANT-CHIAPPALONE | DIRECTOR Trustee or director | 5 | $0 |
| DR VERNA D RUFFIN | DIRECTOR Trustee or director | 5 | $0 |
| ATTY TARA L SHAW | DIRECTOR Trustee or director | 5 | $0 |
| FREDERICK M SMITH | DIRECTOR Trustee or director | 5 | $0 |
| ATTY SUSAN E SPRANO | GOVERNANCE C Trustee or director, Officer | 5 | $0 |
| NANCY TRAVER | DIRECTOR Trustee or director | 5 | $0 |
| MARK A CASEY | CHAIRMAN Officer | 10 | $0 |
| GREGORY JACOBI | THIRD VICE C Officer | 5 | $0 |
| KIMBERLY A KALAJAINEN | SECOND VICE Officer | 5 | $0 |
| YARIXA LOPEZ | COMMUNITY C Officer | 5 | $0 |
| ATTY ADRIENNE PARKMOND | FIRST VICE C Officer | 5 | $0 |
| DAVID C PETITTI | TREASURER Officer | 10 | $0 |
| NANCY TRAVER | SECRETARY Officer | 5 | $0 |
990 for the year ended June 30, 2023: 23 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KRISTEN JACOBY | PRESIDENT & Officer | 40 | $197,196 |
| DANIEL DAVIS | DIRECTOR Trustee or director | 4 | $0 |
| DR LISA DRESDNER | DIRECTOR Trustee or director | 4 | $0 |
| CHRISTOPHER FASANO | DIRECTOR Trustee or director | 4 | $0 |
| ATTORNEY JASON GAGON | DIRECTOR Trustee or director | 4 | $0 |
| PATRICIA A GENTIL | DIRECTOR Trustee or director | 4 | $0 |
| JAMES R WHITLEY JD | DIRECTOR Trustee or director | 4 | $0 |
| JAYNE KELLY | DIRECTOR Trustee or director | 4 | $0 |
| DAVID MARTIN | DIRECTOR Trustee or director | 4 | $0 |
| GENNA MINTZ | DIRECTOR Trustee or director | 4 | $0 |
| THOMAS C PELLEGRINO | DIRECTOR Trustee or director | 4 | $0 |
| MARY ROSENGRANT-CHIAPPALONE | DIRECTOR Trustee or director | 4 | $0 |
| DR VERNA D RUFFIN | DIRECTOR Trustee or director | 4 | $0 |
| ATTY TARA L SHAW | DIRECTOR Trustee or director | 4 | $0 |
| FREDERICK M SMITH | DIRECTOR Trustee or director | 4 | $0 |
| NANCY TRAVER | DIRECTOR Trustee or director | 4 | $0 |
| MARK A CASEY | CHAIRMAN Officer | 4 | $0 |
| GREGORY JACOBI | THIRD VICE C Officer | 4 | $0 |
| KIMBERLY A KALAJAINEN | SECOND VICE Officer | 4 | $0 |
| YARIXA LOPEZ | COMMUNITY C Officer | 4 | $0 |
| ATTORNEY ADRIENNE PARKMOND | FIRST VICE C Officer | 4 | $0 |
| DAVID C PETITTI | TREASURER Officer | 8 | $0 |
| NANCY TRAVER | SECRETARY Officer | 4 | $0 |
Address and contacts
- Address (IRS master file)
- 123 BANK STREET 3RD FLOOR, WATERBURY, CT 06702-2205
- Principal officer (990 for 2024)
- KRISTEN JACOBY, 123 BANK STREET 3RD FLOOR, WATERBURY, CT 06702
- Signed the 990
- KRISTEN JACOBY, PRESIDENT & CPO
- Phone
- (203) 757-9855
- Website
- UNITEDWAYGW.ORG
- Return prepared by
- WHITTLESEY PC
Mission
THE UNITED WAY WORKS COLLABORATIVELY WITH AND STRATEGICALLY INVESTS IN COMMUNITY PARTNERS TO HELP SOLVE COMMUNITY PROBLEMS. THE UNITED WAY PROVIDES LEADERSHIP, CONVENES AND FACILITIES COMMUNITY CONVERSATIONS AND INITIATIVES ON PRIORITY ISSUES. THE UNITED WAY PROVIDES STAFF LEADERSHIP AND SERVES AS FIDUCIARY FOR SEVERAL PARTNERSHIPS INCLUDING THE GREATER WATERBURY CAMPERSHIP PROGRAM WHICH ENABLES CHILDREN FROM LOW-INCOME FAMILIES TO ATTEND SUMMER CAMP AND BRIDGE TO SUCCESS, A CRADLE TO CAREER INITIATIVE. THE UNITED WAY ALSO TAKES A LEAD ROLE IN FOOD INSECURITY INITIATIVES SUCH AS HOLIDAY ASSISTANCE PROGRAM AND STOCK THE PANTRY.
Program accomplishments
- THE UNITED WAY WORKS COLLABORATIVELY WITH AND STRATEGICALLY INVESTS IN COMMUNITY PARTNERS TO HELP SOLVE COMMUNITY PROBLEMS. THE UNITED WAY PROVIDES LEADERSHIP, CONVENES AND FACILITIES COMMUNITY CONVERSATIONS AND INITIATIVES ON PRIORITY ISSUES. THE UNITED WAY PROVIDES STAFF LEADERSHIP AND SERVES AS FIDUCIARY FOR SEVERAL PARTNERSHIPS INCLUDING THE GREATER WATERBURY CAMPERSHIP PROGRAM WHICH ENABLES CHILDREN FROM LOW-INCOME FAMILIES TO ATTEND SUMMER CAMP AND BRIDGE TO SUCCESS, A CRADLE TO CAREER INITIATIVE. THE UNITED WAY ALSO TAKES A LEAD ROLE IN FOOD INSECURITY INITIATIVES SUCH AS HOLIDAY ASSISTANCE PROGRAM AND STOCK THE PANTRY.Expenses $1,892,853 · grants $1,011,257 · revenue $91,000
- ALLOCATIONS AND FUNDED AGENCY RELATIONS - THE UNITED WAY ALLOCATES/INVESTS FUNDS IN LOCAL HEALTH AND HUMAN SERVICE PROGRAMS AND INITIATIVES THAT HELP PEOPLE IN NEED. THROUGH THE OUTCOME MEASUREMENT INITIATIVE THE UNITED WAY ASSISTS ITS FUNDED PROGRAMS IN DEVELOPING AND IMPLEMENTING A SYSTEM TO MEASURE THE IMPACT OF THEIR SERVICES ON THEIR CLIENTS. USING THE OUTCOME MEASUREMENT DATA, THE UNITED WAY COMMUNICATES THE VALUE OF THESE SERVICES MORE EFFECTIVELY, WHILE PROVIDING INDIVIDUAL PROGRAMS WITH A TOOL TO IMPROVE THEIR COMMITTEE WHICH WORKS TO ADDRESS INCLUDE DOZENS OF LOCAL NON-PROFIT AGENCIES AND COLLABORATIVES SUCH AS THE FOOD RESOURCE COMMITTEE WHICH WORKS TO ADDRESS LOCAL HUNGER ISSUES, BRIDGE TO SUCCESS WHOSE FOCUS IS ON POSITIVE YOUTH DEVELOPMENT, AND THE CONTINUUM OF CARE/CAN WHO ARE WORKING TO END CHRONIC HOMELESSNESS.Expenses $1,662,751 · grants $1,662,751 · revenue $102,978
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 06-0646634
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1943
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $9,786,858
- Income (IRS master file)
- $6,141,974
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,574,592 | $4,507,101 | $9,786,858 | XML |
| 990 | June 2024 | $8,313,537 | $4,644,960 | $8,517,605 | XML |
| 990 | June 2023 | $4,466,542 | $4,320,223 | $4,527,496 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 06-0646634).
Questions about THE UNITED WAY OF GREATER WATERBURY INC
- What is the EIN of THE UNITED WAY OF GREATER WATERBURY INC?
- The employer identification number (EIN) of THE UNITED WAY OF GREATER WATERBURY INC is 06-0646634.
- Is THE UNITED WAY OF GREATER WATERBURY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1943.
- Are donations to THE UNITED WAY OF GREATER WATERBURY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE UNITED WAY OF GREATER WATERBURY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE UNITED WAY OF GREATER WATERBURY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE UNITED WAY OF GREATER WATERBURY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of THE UNITED WAY OF GREATER WATERBURY INC?
- The 990 for the year ended June 30, 2025 names KRISTEN JACOBY.
- Who are the officers and directors of THE UNITED WAY OF GREATER WATERBURY INC?
- The 990 for the year ended June 30, 2025 lists 22 people; 2 received compensation from the organization, the highest $162,862 (KRISTEN JACOBY, PRESIDENT/CHIEF PROFESSIONAL OFFICER).
- How much revenue does THE UNITED WAY OF GREATER WATERBURY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,574,592, expenses of $4,507,101 and total assets of $9,786,858 at year end.
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