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Community Development : United Ways (Grantmaking/Grants Payable)

The United Way of Greater Waterbury

We mobilize resources to help people measurably improve their lives.

four stars

91.16

100 North Elm Street 2nd Floor
Waterbury, CT 06702
tel: (203) 757-9855   Web Site
EIN: 06-0646634

Board Leadership
Kara J. Summa
Chairperson

CEO
Kristen Jacoby
President, CPO

  Score
(out of 100)
Rating
Overall Score & Rating 91.16 four stars
  Financial 87.50 three stars
  Accountability & Transparency 100.00 four stars
This rating was published 06/01/2019 and includes data from FY2018, the most recent 990 received at that time.

We mobilize financial and volunteer resources and convene partners to address the needs of our community and to invest in approaches that measurably improve the community conditions for all.

We mobilize financial and volunteer resources and convene partners to address the needs of our community and to invest in approaches that measurably improve the community conditions for all.

Impact Information

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Financial

three stars

87.50

Accountability & Transparency

four stars

100.00

This rating was published 06/01/2019 and includes data from FY2018, the most recent 990 received at that time.
Overall Rating Chart
  Program Expenses
(Percent of the charity's total expenses spent on the programs
and services it delivers)
89.6%
  Administrative Expenses 5.8%
  Fundraising Expenses 4.5%
  Fundraising Efficiency $0.04
  Working Capital Ratio (years) 0.34
  Program Expenses Growth 3.3%
  Liabilities to Assets 65.1%
All data for Financial Performance Metrics calculations was provided by The United Way of Greater Waterbury on recent 990s filed with the IRS.
All data for Financial Performance Metrics calculations was provided by The United Way of Greater Waterbury on recent 990s filed with the IRS.

Highly Rated

Charity Name & State Overall Score Overall Rating
The United Way of Greater Waterbury (CT) 91.16 four stars
Trident United Way (SC) 86.78 three stars
United Way of St. Charles (LA) 90.78 four stars
United Way of Miami-Dade (FL) 92.16 four stars
United Way of Fairfield County (OH) 95.14 four stars

Compare These Charities (Highly Rated)

REVENUE  
Contributions  
   Contributions, Gifts & Grants $4,454,769
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $4,454,769
   Program Service Revenue $0
Total Primary Revenue $4,454,769
   Other Revenue $174,822
TOTAL REVENUE $4,629,591
   
EXPENSES  
   Program Expenses $4,171,609
   Administrative Expenses $244,698
   Fundraising Expenses $173,136
TOTAL FUNCTIONAL EXPENSES $4,589,443
   
Payments to Affiliates $0
Excess (or Deficit) for the year $40,148
   
Net Assets $1,565,312

Program names and associated costs are listed for the top programs as reported on the charity's most recently filed Form 990. The top programs displayed will include the largest three programs, or those programs covering at least 60% of the charity's total expenses, whichever comes first.

Program Name Amount Spent % of Program Expenses
Allocations and Funded Agency Relations $2,280,959 54.7%
Designations to other United Ways $1,000,440 24.0%
Community Partnerships $587,532 14.1%

Ratings History
The United Way of Greater Waterbury has received 2 consecutive 4-star ratings from Charity Navigator.

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2018-06 06/01/2019 91.16 four stars
2018-06 05/01/2019 90.71 four stars
2017-06 12/01/2018 90.09 four stars
2017-06 06/01/2018 89.86 three stars
2016-06 06/01/2017 84.64 three stars
2015-06 06/01/2016 89.18 three stars
 
CN 2.0
2015-06 02/01/2016 93.03 four stars
2014-06 11/01/2015 92.27 four stars
2013-06 02/01/2014 91.75 four stars
2012-06 09/01/2013 88.37 three stars

The data displayed on this tab is provided by the IRS in the form of Publication 78 and the Business Master File (BMF).

EIN 06-0646634
Name in IRS Master File THE UNITED WAY OF GREATER WATERBURY INC
NTEE Code [Not Provided by IRS]
NTEE Classification [Not Provided by IRS]
NTEE Type [Not Provided by IRS]
Classification Charitable Organization
Subsection 501(c)(3)  (View the list of codes)
Activities (600) Community Chest, United Way, etc.
Foundation Status Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes.  509(a)(2)
Deductibility Contributions are deductible
Affiliation Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Group Name [Not Applicable]
Ruling Date February, 1943
Filing Requirement 990 (all other) or 990EZ return
Fiscal Year End June
IRS Forms 990
(provided courtesy of Foundation Center)
(Log In or Register Now to View Forms 990!)
  • June, 2018
  • June, 2017
  • June, 2016
  • June, 2015
  • June, 2014
Compensation % of Expenses Paid to Title
$154,327 3.36% Kristen Jacoby President & CPO

Highly Rated

Charity Name & State Overall Score Overall Rating
The United Way of Greater Waterbury (CT) 91.16 four stars
United Way of Anchorage (AK) 86.16 three stars
United Way of Southeast Louisiana (LA) 85.22 three stars
United Way of Central Maryland (MD) 87.07 three stars
United Way of Western Connecticut (CT) 94.25 four stars

Compare These Charities (Highly Rated)

This charity has an official representative registered with Charity Navigator.

Charity Contact Info

The United Way of Greater Waterbury
100 North Elm Street
2nd Floor
Waterbury, CT 06702
tel: (203) 757-9855
fax: (203) 757-0867
EIN: 06-0646634

Visit Web Site

Board Leadership

Kara J. Summa
Chairperson

CEO

Kristen Jacoby
President, CPO

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