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Community Development : United Ways (Grantmaking)

The United Way of Greater Waterbury

We mobilize resources to help people measurably improve their lives.

four stars

90.09

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

Board Leadership
Donald Mroz
Chairperson

CEO
Kristen Jacoby
President, CPO

 
 
  Score
(out of 100)
Rating
Overall Score & Rating 90.09 four stars
  Financial 85.99 three stars
  Accountability & Transparency 100.00 four stars
This rating was published 07/01/2018 and includes data from FY2017, 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.

Results Information

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Financial

three stars

85.99

Accountability & Transparency

four stars

100.00

This rating was published 07/01/2018 and includes data from FY2017, 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)
89.1%
  Administrative Expenses 5.9%
  Fundraising Expenses 4.8%
  Fundraising Efficiency $0.04
  Working Capital Ratio (years) 0.34
  Program Expenses Growth 0.5%
  Liabilities to Assets 64.8%
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) 90.09 four stars
United Way of St. Clair County (MI) 86.64 three stars
United Way of the Ocoee Region (TN) 95.05 four stars
United Way of the Lakeshore (MI) 88.76 three stars
United Way of Mower County (MN) 88.22 three stars

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REVENUE  
Contributions  
   Contributions, Gifts & Grants $4,942,554
   Federated Campaigns $0
   Membership Dues $0
   Fundraising Events $0
   Related Organizations $0
   Government Grants $0
Total Contributions $4,942,554
   Program Service Revenue $0
Total Primary Revenue $4,942,554
   Other Revenue $156,858
TOTAL REVENUE $5,099,412
   
EXPENSES  
   Program Expenses $4,220,713
   Administrative Expenses $284,088
   Fundraising Expenses $211,658
TOTAL FUNCTIONAL EXPENSES $4,716,459
   
Payments to Affiliates $0
Excess (or Deficit) for the year $382,953
   
Net Assets $1,506,989

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 $2,293,459 54.3%
Community Partnerships $820,303 19.4%
Designations to other United Ways $810,128 19.2%

Ratings History

Form 990 FYE Date Published Overall Score Overall Rating
CN 2.1
2017-06 07/01/2018 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, 2017
  • June, 2016
  • June, 2015
  • June, 2014
  • June, 2013

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

Compensation % of Expenses Paid to Title
$162,308 3.44% Kristen Jacoby President & CPO

Highly Rated

Charity Name & State Overall Score Overall Rating
The United Way of Greater Waterbury (CT) 90.09 four stars
Trident United Way (SC) 89.08 three stars
Greater Mankato Area United Way (MN) 88.17 three stars
Heart of Illinois United Way (IL) 86.17 three stars
United Way of Greater Lorain County (OH) 93.19 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

Donald Mroz
Chairperson

CEO

Kristen Jacoby
President, CPO

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