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Connecticut · Nonprofit

UNITED WAY OF NAUGATUCK AND BEACON FALLS INC

UNITED WAY OF NAUGATUCK AND BEACON FALLS INC (Connecticut) receives grants from 11 organizations whose IRS filings report $1,123,424 to it, the largest being ION BANK FOUNDATION INC ($676,880). 7 of them have funded it in more than one year.

Revenue FY2025
$686k
Funders on record
11
Grants received
$1.1M
Net assets
$324k
7/11 repeat funderspeak grant-dependency 42%
01What it does

What United Way of Naugatuck and Beacon Falls Inc does

Mission

To provide the organized capablity for involving people of our region to care for one another through a voluntary system of human services. To promote efficiency and effectiveness of operations and assist local human services in improving service delivery. In pursuit of these purposes, united way of naugatuck and beacon falls will:become a catalyst for community problem-solving by identifying local human care needs and developing solutions within the context of total community organizational resources.promote and encourage volunteer development and volunteerism.develop financial resources to support human care services, primarily through a single community-wide campaign managed by the united way.operate a community fund distribution system that is accountable and responsive to donors and flexible in response to human needs.become inclusive in goverance, operations and fund distribution, of all the diverse populations of the community.

As stated on its FY2025 Form 990.

Program

  1. Socicitation and allocation of funds for health, welfare and recreational agencies which proactively improve the well being of the community

    $456,441 spentof which $408,650 as grants
    100% of program spending

The program described on its FY2025 Form 990. Program spending in total: $456,441.

02The organization over time

The organization over time

Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.

100 = 20172017 Revenue 100 ($451k) Expenses 100 ($445k) Net assets 100 ($117k)2018 Revenue 86 ($389k) Expenses 90 ($401k) Net assets 89 ($105k)2019 Revenue 87 ($392k) Expenses 90 ($401k) Net assets 81 ($95k)2020 Revenue 90 ($406k) Expenses 88 ($393k) Net assets 92 ($108k)2021 Revenue 96 ($433k) Expenses 98 ($437k) Net assets 89 ($104k)2022 Revenue 101 ($458k) Expenses 102 ($455k) Net assets 91 ($107k)2023 Revenue 120 ($543k) Expenses 114 ($508k) Net assets 121 ($142k)2024 Revenue 109 ($492k) Expenses 108 ($480k) Net assets 131 ($154k)2025 Revenue 152 ($686k) Expenses 116 ($516k) Net assets 277 ($324k)
'17'18'19'20'21'22'23'24'25
Revenue (152)Expenses (116)Net assets (277)Peer revenue range

Balance sheet

Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2024 to 2025, from $557k to $722k (+30%).

$497k
$492k
$426k
$449k
$481k
$493k
$582k
$557k
$722k
'17'18'19'20'21'22'23'24'25
Total assetsTotal liabilities

How it's funded, over time

Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.

2017
2018
2019
2020
2021
2022
2023
2024
2025
ContributionsProgram revenueInvestmentOther

Government-grant reliance: 2020 3% · 2021 3% · 2025 29%. Grants only. Government contracts and fees sit inside program revenue.

90% of UNITED WAY OF NAUGATUCK AND BEACON FALLS INC’s revenue is contributions — more donation-reliant than the typical peer (87% for the typical peer).

This organization
Typical peer · 7,828 orgs

Surplus & reserves

Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 9 reported years ran a deficit.

$7k
’17
−$13k
’18
−$9k
’19
$13k
’20
−$4k
’21
$3k
’22
$35k
’23
$12k
’24
$171k
’25
7.1
months of
reserve

Leadership and staff

The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.

Chief executive

Lisa Shappy

Executive director

As listed on its FY2025 Form 990.

'17'18'19'20'21'22'23'24'25
Listed181819191918171819
Joined·+7+4+4+0+2+4+7+3
No longer listed·73403562
03Who funds it

Who funds it, year by year

2017 → 2023: the base broadened from 4 funders to 7 funders, grant income rose $64k → $190k.

5 of 11 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 22% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.

Left out of every figure on this page: $34k from one payer (the same organization on both sides, largest United Way of Naugatuck and Beacon Falls Inc). These are real filings, and they are not money UNITED WAY OF NAUGATUCK AND BEACON FALLS INC raised.

From the IRS filings of UNITED WAY OF NAUGATUCK AND BEACON FALLS INC’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How concentrated its funding is

UNITED WAY OF NAUGATUCK AND BEACON FALLS INC leans on a few funders — its largest provides 60% of grant income and the top three 87%; half comes from just 1 funder.

the vertical line marks half of all grant income — 1 funder to its left

35% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund UNITED WAY OF NAUGATUCK AND BEACON FALLS INC.

60%
largest funder
87%
top three
~2
effective funders

Largest funder’s share by year: 2017 29% · 2018 43% · 2019 40% · 2020 77% · 2021 80% · 2022 71% · 2023 61% — growing more concentrated.

“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

How long its funders stay

56% of UNITED WAY OF NAUGATUCK AND BEACON FALLS INC's funders are still giving 3 years after their first grant; 64% give in more than one year at all.

first grant+1y+2y+3y+4y+5y+6y

Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.

Where its funders are

100% of UNITED WAY OF NAUGATUCK AND BEACON FALLS INC's grant income comes from Connecticut funders.

CT

In-state vs out-of-state, by year

’17
’18
’19
’20
’21
’22
’23
Connecticut out of state home

Funder states come from each funder’s own filing. $245k arriving through sponsors registered in 5 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.

04Its place in the field

Against its field

UNITED WAY OF NAUGATUCK AND BEACON FALLS INC runs a healthier operating margin than half of the 4,237 philanthropy nonprofits its size.

Operating margin25% · above the median
Months of reserve7.1mo · below the median
Revenue growth (annualized)5% · below the median

this organization peer median middle 50% of peers· 4,237 philanthropy nonprofits $100k–$1M, FY2025

Government funding UNITED WAY OF NAUGATUCK AND BEACON FALLS INC receives

Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $200k on record.

State$200k
Top programs
  • ARPA Beneficiary Award$200k

Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.

Organizations like UNITED WAY OF NAUGATUCK AND BEACON FALLS INC

Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.

In Connecticut

Nationally

05Profile & governance

Read directly from this organization’s own Form 990, as neutral context.

Where the money goes

88% of spending goes to programs.

Program 88%Management 5%Fundraising 6%

Governance

18
board members
100%
independent
✓Conflict-of-interest policy✓Whistleblower policy✓Document retention✓Board reviewed the 990✓Audited financials

Public support

88%

Share of support from the public (Schedule A) — the basis for its public-charity status.

Footprint & structure

Files a return copy in 1 state

CT

Screen this organization

A dated, signed PDF of the compliance screen for UNITED WAY OF NAUGATUCK AND BEACON FALLS INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.

A paid feature, included from the $75 plan up. Sign in to download.

Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf

Questions and answers

Who funds UNITED WAY OF NAUGATUCK AND BEACON FALLS INC?
UNITED WAY OF NAUGATUCK AND BEACON FALLS INC (Connecticut) receives grants from 11 organizations whose IRS filings report $1,123,424 to it, the largest being ION BANK FOUNDATION INC ($676,880). 7 of them have funded it in more than one year.
How many funders does UNITED WAY OF NAUGATUCK AND BEACON FALLS INC have?
IRS filings report 11 organizations giving $1,123,424 in grants to UNITED WAY OF NAUGATUCK AND BEACON FALLS INC, 7 of which have funded it in more than one year.
Who is the largest funder of UNITED WAY OF NAUGATUCK AND BEACON FALLS INC?
ION BANK FOUNDATION INC is the largest funder on record, with $676,880 in grants. The full list of funders is on this page.
How can an organization like UNITED WAY OF NAUGATUCK AND BEACON FALLS INC find more funders?
Start with the funders already giving here, then look at the foundations that back similar organizations in Connecticut. The funding by cause and by state pages list the largest funders for a given area and how to approach them.

These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 11 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing