Middlesex United Way INC

Tax-deductible

Middletown, CT501(c)(3)Since 1935Foundations & GrantmakersEIN 06-0665170Revenue $688K in FY2025

On file with the IRSmiddlesexunitedway.org100 Riverview Ctr Ste 230, 06457-3445 · Middletown, CTTax-exempt since May 1950Publicly supported charity — 170(b)(1)(A)(vi)

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By cultivating leadership and partnerships, bringing resources together, and investing in our community, Middlesex United Way acts as a catalyst to achieve measurable positive impact in youth opportunity, creating healthy communities, financial security, equity, and community resiliency.

501(c)(3) charity; gifts are tax-deductible.
58¢ of each $1 spent went to programs.
Run by 20 volunteers and 6 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 5
filings with a surplus
Average deficit $173K a year · 16% of revenue · last 5 filings
Concern: a surplus in 0 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
58%
of spending
Worth a look: 58% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Cash reserves
1 mo
of spending, in cash
Fine: 1.1 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $5K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$755K
37% of total assets
Looks good: liabilities are 37% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$688K
-26% vs prior year
Spent
$1.1M
To programs
58%
Net assets
$1.3M
By yearFY2020–FY2025
Revenue
$688K
FY2025▼ -26%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.4M
FY2021$1.2M
FY2022$976K
FY2023$923K
FY2025$688K
Expenses
$1.1M
FY2025▲ +14%
Tap a bar for its year
Expenses by fiscal year
FY2020$1.5M
FY2021$1.4M
FY2022$1.2M
FY2023$982K
FY2025$1.1M
Net assets
$1.3M
FY2025▼ -13%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.7M
FY2021$2.0M
FY2022$1.5M
FY2023$1.5M
FY2025$1.3M

From the FY2025 Form 990 (year ending June 2025) · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 1950.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

58 cents of each dollar spent went to programs.

Program services 58% · $646K Management & general 19% · $210K Fundraising 24% · $265K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

16 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
Comm Imp Chair
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Shawonda Swain’s $97K as President & is at the 83rd percentile of top reported officer pay among 1265 $100K–1M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2023FY2022FY2021FY2020
Kevin Wilhelm—$114,689$105,064$108,779
Shawonda Swain$96,985$48,961——

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Middlesex United Way INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Drives positive change in education, health, housing, and financial stability for all.

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Provided by the organization

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3 programs · $646K · in their own filed words · FY2024
01

Celebrating Housing Success

Krystal Rivera and her family officially moved into their new home in East Hampton during the summer of 2023, thanks to the support of a Community Impact Grant from Middlesex United Way to Middlesex Habitat for Humanity.

$646Kprogram expense
02

Strengthening Families Through Perinatal Care

Middlesex Untied Way funding helped make possible the work of a Perinatal Social Worker at Middlesex Health's Pregnancy and Birth Center. This support ensures pregnant individuals and their families receive comprehensive guidance, mental health support, and referrals to community resources-creating a more compassionate and supportive…

Pt IX · col B
03

Investing in Mental Health and Early Childhood

With support from Middlesex United Way, early childhood educators in Middlesex County received professional consultation to better address preschoolers' mental health. This investment ensures young children receive the emotional and developmental support they need to thrive, setting a strong foundation for future success.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$5K
Grants paid · 120 grants · $1.7M · 2019–2022
The Connection INCCT · FY2022$32,108
Middlesex HospitalCT · FY2022$24,681
Marc - Community ResourcesCT · FY2022$21,862
Middletown Youth ServicesFY2022$16,750
Hope Partnership INCCT · FY2022$16,016
Odd Fellows PlayhouseCT · FY2022$13,250
Columbus HouseCT · FY2022$12,744
Women and Families CenterCT · FY2022$11,681
The Connection INCCT · FY2022$8,681
Mx City - Coalition on HomelessnessFY2022$8,580
East Hampton Board of Education ElFY2022$6,668
See all 120 grants →

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$688K
Ln 12
Gifts and grantsLn 1h$569K
Investment incomeLn 3$61K
Other incomeLn 4–11$53K
Money outPt IX
$1.1M
Ln 25
Programscol B$646K
Managementcol C$210K
Fundraisingcol D$265K
Owns and owesPt X
$1.3M
net assets · Ln 32
Cash and savingsLn 1–2$100K
Total assetsLn 16$2.1M
LiabilitiesLn 26$755K
PeoplePt VI, VII
16
listed · VII A
PaidVII A0
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$569K
Fees for servicesLn 2g$5K
Investment incomeLn 3$61K
Other incomeLn 4–11$53K
Gains on assetsLn 7$0
Total revenueLn 12$688K
Assets in detailPt X, end of year
CashLn 1$100K
SavingsLn 2$0
Cash and savings togetherLn 1–2$100K
InvestmentsLn 11–13$908K
Land, buildings, equipmentLn 10c$6K
Other assetsLn 15$941K
Total assetsLn 16$2.1M
LiabilitiesLn 26$755K
Net assetsLn 32$1.3M
OperationsPt I, VI
EmployeesI 56
VolunteersI 620
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$97K$100K
InvestmentsLn 11–13$779K$908K
Land, buildings, equipmentLn 10c$13K$6K
Total assetsLn 16$2.4M$2.1M
LiabilitiesLn 26$583K$755K
Net assetsLn 32$1.8M$1.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$439K$171K$118K$149K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$106K$41K$29K$36K
Payroll taxesLn 10$45K$17K$12K$15K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$43K$17K$12K$15K
Advertising and promotionLn 12$18K$7K$5K$6K
Office expensesLn 13$0
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$40K$16K$11K$14K
TravelLn 17$4K$2K$1K$1K
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$10K$4K$3K$3K
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$7K$3K$2K$2K
InsuranceLn 23$5K$2K$1K$2K
Other expenses (24a–d)Ln 24$372K$348K$11K$14K
All other expensesLn 24e$32K$19K$6K$8K
Total functional expensesLn 25$1.1M$646K$210K$265K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $688K$1.1M−$433K$1.3M 990 PDF
FY2024 Not on file
FY2023 $923K$982K−$58K$1.5M 990 PDF
FY2022 $976K$1.2M−$187K$1.5M 990 PDF
FY2021 $1.2M$1.4M−$128K$2.0M 990 PDF
FY2020 $1.4M$1.5M−$56K$1.7M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $687,569 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,118,695$569,438
I-9 Program service revenuePrior year $54,863$4,693
I-10 Investment incomePrior year $96,167$60,894
I-11 Other revenue$52,544
I-12 Total revenuePrior year $1,269,725$687,569
I-13 Grants and similar amounts paidPrior year $382,944$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $517,503$589,092
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $152,161$531,923
I-18 Total expensesPrior year $1,052,608$1,121,015
I-19 Revenue less expensesPrior year $217,117−$433,446
Part VI · Governance 15 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $687,569 across 10 lines filed
VIII-1f All other contributions, gifts and grants$569,438
VIII-1h Total contributions, gifts and grants$569,438
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,693$4,693
VIII-3 Investment incomeExcluded from tax $60,894$60,894
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising events$52,044
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $500$500
VIII-12 Total revenueRelated to mission $5,193 · Excluded from tax $60,894$687,569
Part IX · Statement of functional expenses $1,121,015 across 31 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $171,121 · Management $118,468 · Fundraising $149,182$438,771
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $41,250 · Management $28,558 · Fundraising $35,961$105,769
IX-10 Payroll taxesPrograms $17,375 · Management $12,029 · Fundraising $15,148$44,552
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11e Professional fundraising fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $16,802 · Management $11,632 · Fundraising $14,648$43,082
IX-12 Advertising and promotionPrograms $6,965 · Management $4,822 · Fundraising $6,072$17,859
IX-13 Office expenses$0
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $15,717 · Management $10,881 · Fundraising $13,702$40,300
IX-17 TravelPrograms $1,528 · Management $1,058 · Fundraising $1,332$3,918
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetingsPrograms $3,946 · Management $2,732 · Fundraising $3,440$10,118
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortizationPrograms $2,728 · Management $1,889 · Fundraising $2,379$6,996
IX-23 InsurancePrograms $1,926 · Management $1,333 · Fundraising $1,679$4,938
IX-24 Other expenses (24a–d)Programs $347,829 · Management $10,859 · Fundraising $13,675$372,363
IX-24e All other expensesPrograms $18,892 · Management $5,956 · Fundraising $7,501$32,349
IX-25 Total functional expensesPrograms $646,079 · Management $210,217 · Fundraising $264,719$1,121,015
Part X · Balance sheet $2,067,615 assets, 21 lines filed
X-1 Cash, non-interest-bearingStart of year $14,356$100,161
X-2 Savings and temporary cash investmentsStart of year $82,456$0
X-3 Pledges and grants receivable$111,872
X-4 Accounts receivableStart of year $576,597$0
X-8 Inventories for sale or use$0
X-9 Prepaid expenses and deferred chargesStart of year $14,973$0
X-10c Land, buildings and equipment, netStart of year $13,078$6,082
X-11 Publicly traded securitiesStart of year $778,577$908,353
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $875,619$941,147
X-16 Total assetsStart of year $2,355,656$2,067,615
X-17 Accounts payable and accrued expensesStart of year $69,821$192,119
X-18 Grants payableStart of year $350,462$403,957
X-25 Other liabilitiesStart of year $159,312$159,312
X-26 Total liabilitiesStart of year $583,094$755,388
X-27 Net assets without donor restrictionsStart of year $819,162$356,428
X-28 Net assets with donor restrictionsStart of year $953,400$955,799
X-32 Total net assets or fund balancesStart of year $1,772,562$1,312,227
X-33 Total liabilities and net assetsStart of year $2,355,656$2,067,615
Part XI · Reconciliation of net assets $1,312,227 net assets at year end
XI-1 Total revenue$687,569
XI-2 Total expenses$1,121,015
XI-3 Revenue less expenses−$433,446
XI-4 Net assets at start of year$1,772,562
XI-8 Prior period adjustments−$26,889
XI-10 Net assets at end of year$1,312,227

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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