United Way of Greater New Haven Inc

Nonprofit profile at a glance

EIN
060646761
IRS 990 coverage
2014–2024
Forms available
Form 990 2024
Location
New Haven, CT, USA
Phone
2037722010
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Federated Giving Programs

Official website

Reported finances

Revenue
$14,943,217
Expenses
$12,715,725
Assets
$11,714,991
Liabilities
$3,119,716

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

29 people listed

Executive titles in this filing

  • JENNIFER HEATH (CHIEF EXECUTIVE OFFICER)
  • KELLY LANDINO (VICE PRESIDENT - ECONOMIC)
  • ALYSON FOX (VICE PRESIDENT - COMMUNITY)
  • SHELLY HICKS (VICE PRESIDENT - EDUCATION)

Highest reported compensation

  • JENNIFER HEATH (CHIEF EXECUTIVE OFFICER): $227,801 total reported compensation
  • CHRISTINA FERNANDES (CHIEF FINANCIAL OFFICER/TR): $173,356 total reported compensation
  • KELLY LANDINO (VICE PRESIDENT - ECONOMIC): $158,274 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

United way of greater new haven brings people and organizations together to create solutions to our region's most pressing challenges in the areas of education, health, and financial stability, grounded in racial and social justice. We mobilize our community to create opportunities for people to thrive. We serve as a catalyst to expand services in our community and make them more effective; we advocate for policies that improve lives and create lasting change; and we create a greater sense of connectedness and support for the common good. We strive to meet people's immediate needs and create long-term solutions because we believe every person deserves the opportunity to live to their full potential. Together with partners, donors and volunteers, united way of greater new haven served more than 97,000 people in our region in fiscal year 2024-25.

What it reported doing in 2024

We are also focused on helping children grow, learn, and thrive by supporting high-quality learning experiences beginning at birth. We manage an early head start program that provides full-day, full-year child care and comprehensive services for eighty-eight infants and toddlers and their families. Our secure start intiative provides classes and coaching to help parents, caregivers, and child care providers create strong, healthy relationships with young children. We are also leading a strategic planning process around early childhood in new haven, and providing grants to enhance the quality of care and expand the availability of child care in new haven. We also support community organizations that offer after-school and summer programs, helping to build their capacity to meet young people's learning needs and promote their emotional well-being. We serve as the managing partner for the new haven tutoring initiative, which provides math and literacy tutoring during out of school time programs.

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Grant intermediary. The nonprofit sent 75% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 76
  • Transparency & Controls: 80
  • Accountability: 95
  • Sustainability: 55
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 74.1%; rating input score 74
  • Program expense ratio: 86.7%; rating input score 87
  • Fundraising efficiency: $20.01 raised per $1 spent on fundraising; rating input score 57; 57th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 14th percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Missing
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 77.2%; rating input score 77; 16th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Fail
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 14.9%; rating input score 76; 76th percentile among comparable filings
  • Total-asset coverage ratio: 0.92; rating input score 33; 33rd percentile among comparable filings
  • Liabilities to assets ratio: 0.27; rating input score 50; 50th percentile among comparable filings
  • Officer compensation ratio: 7.8%; rating input score 31; 31st percentile among comparable filings

Growth

  • Program expense growth: 6.6% per year; rating input score 100; 53rd percentile among comparable filings
  • Revenue growth: 7.5% per year; rating input score 100; 62nd percentile among comparable filings
  • Asset growth: 11.7% per year; rating input score 100; 72nd percentile among comparable filings

Details

  • Where the money goes: 74.1% of revenue deployed · 86.7% of spending went to programs
  • Governance: 19 of 19 board members independent · 8 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $11M in reported program spending
  • Leadership: top reported pay $228K · 29 people listed · 4 of 6 pay-setting controls reported
  • Highest-paid contractors: 1 contractor listed · $123K reported
  • Consistency: 33 of 34 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors, grants, and executive pay
  • Filing history: 10 filing years from 2014 to 2024
  • Contacts: How to reach this organization
  • Money network: 64 filed money-flow records
  • Related organizations: 58 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Review — Financial Efficiency: Fundraising efficiency scored 57/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 33/100.
  • Review — Accountability: Governance controls: Other executive compensation review process not reported.
  • Moderate — Sustainability: Officer compensation ratio scored 31/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.
  • Review — Sustainability: Liabilities to assets ratio scored 50/100.