Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
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Total |
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Calendar year
(or fiscal year beginning in)
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(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 1,968,125 | 2,703,112 | 2,728,535 | 1,888,325 | 2,693,794 | 11,981,891 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 1,968,125 | 2,703,112 | 2,728,535 | 1,888,325 | 2,693,794 | 11,981,891 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) .. | 37,890 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 11,944,001 | |||||
Calendar year
(or fiscal year beginning in)
![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 1,968,125 | 2,703,112 | 2,728,535 | 1,888,325 | 2,693,794 | 11,981,891 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 91,336 | 86,912 | 84,211 | 118,108 | 117,293 | 497,860 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | ||||||
| 11 | Total support. Add lines 7 through 10 | 12,479,751 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513 ..... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge | ||||||
| 6 | Total. Add lines 1 through 5 | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2018 | (b) 2019 | (c) 2020 | (d) 2021 | (e) 2022 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by 0.035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2022 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2022 |
(iii) Distributable Amount for 2022 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2022 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2022 (reasonable cause required-- explain in Part VI).
See instructions. |
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| 3 Excess distributions carryover, if any, to 2022: | ||||
| a From 2017....... | ||||
| b From 2018....... | ||||
| c From 2019....... | ||||
| d From 2020....... | ||||
| e From 2021....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2022 distributable amount | ||||
|
i
Carryover from 2017 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2022 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2022 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2022, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2022. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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7 Excess distributions carryover to 2023. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2018..... | ||||
| b Excess from 2019..... | ||||
| c Excess from 2020..... | ||||
| d Excess from 2021..... | ||||
| e Excess from 2022..... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| FORM 990, PART III, LINE 4A: | THE YOUTH MENTAL HEALTH INITIATIVE IS AN EFFORT TO MEET THE RISING MENTAL HEALTH NEEDS OF THE GREENWICH COMMUNITY. THE GREENWICH UNITED WAY RAISED FUNDS TO ASSIST THE CAPITAL BUILD OUT BY GREENWICH HOSPITAL FOR ITS BEHAVIORAL HEALTH INTENSIVE OUTPATIENT PROGRAM FOR YOUTH AND ADOLESCENTS TO OPEN IN EARLY 2024. THIS PROGRAM WILL BE LOCATED AT 500 WEST PUTNAM AVENUE. THE SPACE IS DESIGNED TO BE SAFE AND COMFORTING FOR BOTH TEENS AND PARENTS AND WILL PROVIDE ACCESSIBLE SERVICES TO HELP MEET THE RISING MENTAL HEALTH NEEDS OF OUR COMMUNITY. IN ADDITION TO BUILDING THE FACILITY, FUNDS RAISED WILL ALSO SUPPORT THE COST OF CARE FOR THOSE WHO CANNOT AFFORD SERVICES, ENSURING THERE IS NO BARRIER TO ACCESS. THE TOTAL EXPENSES RELATED TO THE YOUTH MENTAL HEALTH INITIATIVE WERE $1,150,000. |
| FORM 990, PART III, LINE 4B: | THROUGH OUR COMMUNITY INVESTMENT PROCESS LOCAL VOLUNTEERS REVIEW INFORMATION ON THE COMMUNITY'S MOST PRESSING NEEDS, VISIT PROGRAM SITES, AND EXAMINE FUNDING APPLICATIONS AND FINANCIAL DOCUMENTATION. THE LEVEL OF INVESTMENT IN EACH PROGRAM, WITH THE EXCEPTION OF THOSE FUNDS DIRECTED BY DONORS, IS RECOMMENDED BY THESE VOLUNTEERS TO THE GREENWICH UNITED WAY GRANTS COMMITTEE. THE GRANTS COMMITTEE, GREENWICH UNITED WAY BOARD MEMBERS AND SUPPORTED BY GREENWICH UNITED WAY STAFF, DETERMINE THE FUNDING LEVELS THAT ARE THEN VOTED ON FOR APPROVAL BY THE FULL BOARD OF DIRECTORS. AS A RESULT OF THIS PROCESS, THIS YEAR'S PROGRAM INVESTMENTS WERE DISTRIBUTED AS FOLLOWS: SERVICES THAT STRENGTHEN EARLY CHILDHOOD DEVELOPMENT AND ADDRESS THE ACHIEVEMENT GAP INCLUDE: FULL DAY CHILDCARE, AFTER-SCHOOL CARE, MENTAL HEALTH COUNSELING, PARENTING ASSISTANCE AND SUPPORT, AND OTHER DEVELOPMENTAL PROGRAMS FOR CHILDREN. SERVICES THAT SUPPORT MENTAL HEALTH FOR CHILDREN AND FAMILIES AND THOSE BATTLING SUBSTANCE ABUSE INCLUDE: IMMEDIATE ASSISTANCE FOR PEOPLE (INCLUDING CHILDREN AND TEENS) DEALING WITH VIOLENCE OR ABUSE, MENTAL OR EMOTIONAL CRISIS AS WELL AS DOMESTIC VIOLENCE. DURING THE 2023 FISCAL YEAR, THE GREENWICH UNITED WAY'S COMMUNITY INVESTMENT PROCESS GRANTED $624,925. THESE GRANTS WERE DISTRIBUTED TO 25 NON-PROFIT ORGANIZATIONS PROVIDING ESSENTIAL SERVICES TO THE GREENWICH COMMUNITY. THE LEVEL OF INVESTMENT IN EACH PROGRAM, WITH THE EXCEPTION OF THOSE FUNDS DIRECTED BY DONORS, IS RECOMMENDED BY LOCAL VOLUNTEERS TO THE GREENWICH UNITED WAY BOARD OF DIRECTORS. THROUGH OUR COMMUNITY INVESTMENT PROCESS THESE VOLUNTEERS REVIEW INFORMATION ON THE COMMUNITY'S MOST PRESSING NEEDS, VISIT PROGRAM SITES, AND EXAMINE FUNDING APPLICATIONS AND FINANCIAL DOCUMENTATION. THE RECOMMENDED FUNDING LEVELS ARE THEN DETERMINED BY A GRANTS COMMITTEE AND VOTED ON FOR APPROVAL BY THE BOARD OF DIRECTORS. AS A RESULT OF THIS PROCESS, THIS YEAR'S PROGRAM INVESTMENTS WERE DISTRIBUTED AS FOLLOWS: SERVICES THAT STRENGTHEN EARLY CHILDHOOD DEVELOPMENT AND ADDRESS THE ACHIEVEMENT GAP INCLUDE: FULL DAY CHILDCARE, AFTER-SCHOOL CARE, MENTAL HEALTH COUNSELING, PARENTING ASSISTANCE AND SUPPORT, AND OTHER DEVELOPMENTAL PROGRAMS FOR CHILDREN. SERVICES THAT SUPPORT MENTAL HEALTH FOR CHILDREN AND FAMILIES AND THOSE BATTLING SUBSTANCE ABUSE INCLUDE: IMMEDIATE ASSISTANCE FOR PEOPLE (INCLUDING CHILDREN AND TEENS) DEALING WITH VIOLENCE OR ABUSE, MENTAL OR EMOTIONAL CRISIS AS WELL AS DOMESTIC VIOLENCE. SERVICES THAT ASSIST INDIVIDUALS STRIVING FOR SELF-SUFFICIENCY INCLUDE FOOD FOR THE HUNGRY, SHELTER FOR THE HOMELESS, SUPPORT FOR PEOPLE WITH MENTAL, DEVELOPMENTAL OR PHYSICAL CHALLENGES, JOB TRAINING AND SUPPORT, CLASSES IN ADULT LITERACY AND CONVERSATIONAL ENGLISH, FINANCIAL AND HOUSING ASSISTANCE AND COMPREHENSIVE SUPPORT FOR UNDERREPRESENTED POPULATIONS. DONOR-DESIGNATED FUNDS ARE THOSE CONTRIBUTIONS DIRECTED TO SPECIFIC AGENCIES OR PROGRAMS AT THE REQUEST OF THE CONTRIBUTOR. 100% OF DESIGNATED CONTRIBUTIONS ARE DISTRIBUTED BASED ON THE EXPRESSED INSTRUCTIONS OF THE DONOR. |
| FORM 990, PART III, LINE 4C: | LAUNCHED IN MAY 2018, THE EARLY CHILDHOOD ACHIEVEMENT GAP SOLUTIONS (ECAGS) PROGRAM IS AIDED BY OUR IMPACT PARTNERS: FAMILY CENTERS, GREENWICH PUBLIC SCHOOLS AND GRACE DAYCARE & LEARNING CENTER. ECAGS IS A DATA-DRIVEN SOLUTION TO NARROW THE ACHIEVEMENT GAP UTILIZING A TWO-PRONGED APPROACH IN GREENWICH: AN EVIDENCE-BASED HOME VISITATION PROGRAM, GREENWICH PARENTS AS TEACHERS, IN COLLABORATION WITH FAMILY CENTERS, TARGETING LOW-INCOME FAMILIES AND CHILDREN AGES BIRTH TO 3, COUPLED WITH AN ENRICHED PRE-SCHOOL INSTRUCTIONAL COACHING PROGRAM, AT GREENWICH PUBLIC SCHOOLS (GPS)PRE-SCHOOL LOCATIONS, GRACE DAYCARE & LEARNING CENTER, AND CHILDREN'S DAY SCHOOL, SERVING A LARGE PERCENTAGE OF LOW-INCOME CHILDREN, AGES 3-5. DATA SHOWS CHILDREN IN GREENWICH FROM LOW-INCOME FAMILIES AND THOSE IN WHICH ENGLISH IS A SECOND LANGUAGE PERFORM SIGNIFICANTLY LOWER THAN THEIR PEERS ON STANDARDIZED READING AND MATH TESTS. RESEARCH SHOWS THAT A COMBINATION OF A HIGH-QUALITY HOME VISITATION PROGRAM COUPLED WITH AN ENHANCED PRE-SCHOOL PROGRAM CAN NARROW THE ACHIEVEMENT GAP. TO TRACK THE RESULTS OF THIS PROGRAM, THE GREENWICH UNITED WAY HAS ENTERED INTO AN AGREEMENT WITH GPS TO SHARE DATA AND RESOURCES TO ENSURE PROGRAM SUCCESS. AS WE HAVE BEEN DOING SINCE 1933, THE GREENWICH UNITED WAY HAS IDENTIFIED A NEED AND ASSEMBLED THE BEST QUALIFIED COMMUNITY PARTNERS TO ADDRESS THIS NEED: IN THIS CASE, NARROWING THE ACHIEVEMENT GAP IN THE COMMUNITY. OVER THE LAST THREE YEARS, ECAGS STUDENTS HAVE AN AVERAGE KINDERGARTEN ENTRANCE INVENTORY ASSESSMENT SCORE THAT IS HIGHER THAN THEIR NON-ECAGS PEERS IN THE HIGH NEEDS AND FREE & REDUCED LUNCH QUALIFYING COHORTS. ECAGS STUDENTS SCORE EVENLY WITH THEIR NON-ECAGS PEERS WHEN ENTERING GREENWICH PUBLIC SCHOOLS. THE TOTAL EXPENSES RELATED TO ECAGS WERE $499,351. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS COMPLETED THROUGH A JOINT EFFORT BETWEEN MANAGEMENT AND THE ORGANIZATION'S INDEPENDENT AUDITING FIRM. UPON ITS COMPLETION, IT IS SHARED WITH THE AUDIT COMMITTEE WHO ASK QUESTIONS AND MAKE SUGGESTED IMPROVEMENTS. AFTER THE RETURN IS APPROVED BY THE AUDIT COMMITTEE, IT IS SHARED WITH THE ENTIRE GOVERNING BOARD OF DIRECTORS. THE BOARD OF DIRECTORS THEN VOTES TO APPROVE THE 990 PRIOR TO BEING FILED WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY, ALL BOARD MEMBERS AND STAFF MUST REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY AND DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS. THE CHAIR AND SECRETARY OF THE BOARD ARE CHARGED WITH REVIEWING THESE STATEMENTS AND ENSURING COMPLIANCE WITH THE POLICY. ADDITIONALLY, BOARD MEMBERS AND STAFF WILL DISCLOSE TO THE BOARD ANY KNOWN OR POTENTIAL CONFLICTS OF INTEREST AS THEY ARISE AND ANY INTERESTED BOARD MEMBER WILL ABSTAIN FROM VOTING ON THE MATTER WITH THE MINUTES OF THE MEETING REFLECTING THE REASON FOR THE ABSTENTION. IF NECESSARY, THE BOARD MAY REQUEST THAT THE INTERESTED PERSON LEAVE THE MEETING AND OTHERWISE REFRAIN FROM PARTICIPATION IN THE DISCUSSION. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE GREENWICH UNITED WAY HAS A PROCESS IN PLACE FOR EVALUATING THE PERFORMANCE AND COMPENSATION PACKAGE OF ITS CHIEF EXECUTIVE OFFICER WHICH INCLUDES: 1. REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE COMPRISED OF INDEPENDENT MEMBERS AND WITH INPUT FROM THE FULL BOARD OF DIRECTORS; 2. USE OF DATA OBTAINED THROUGH REPRESENTATIVE SAMPLES OF COMPENSATION LEVELS AND OTHER BENEFITS PROVIDED BY SIMILAR ORGANIZATIONS THROUGH THE REGION, INCLUDING COMPENSATION STUDIES AND FORMS 990 OF SIMILARLY SIZED ORGANIZATIONS LOCATED IN THE SAME GEOGRAPHICAL AREA; 3. CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATIONS AND DECISIONS REGARDING THE CEO'S COMPENSATION PACKAGE. THE PROCESS WAS LAST UNDERTAKEN IN NOVEMBER, 2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GREENWICH UNITED WAY MAKES ITS FORM 990, FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CODE OF ETHICS/CONFLICT OF INTEREST POLICY AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AND HAS THESE DOCUMENTS POSTED ON ITS WEBSITE. |
| FORM 990, PART XI, LINE 9: | LOSS ON UNCOLLECTIBLE PLEDGE -38,004. |
| FORM 990, PART XII, LINE 2C: | THE GREENWICH UNITED WAY HAS AN AUDIT COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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| Software Version: |