Middlesex United Way Inc
Public records show a registered, tax-exempt organization in good standing.
What it says it does
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.
- Income
- $687,569
- Spending
- $1.1 million
- Spent on programs
- 58%
- Reserves
- 3.8 months of spending
- Largest source of income
- donations and private grants, 83%
- Employees
- 6
- Volunteers
- 20
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Financial health
Weak: 38 out of 100. Higher than 5% of charities in its peer group (philanthropy, $250k to $1m).
Reserves
20 of 35Spendable reserves would cover 3.8 months of spending.
Debt
10 of 20It owes 37% of what it owns.
Living within its means
0 of 15Spending exceeded income by 63% of income.
Income trend
0 of 15Income fell 46% on the year before.
Spending floor
8 of 1558% of spending went to programs and raising each dollar of donations cost 46 cents.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Governance
Strong: 100 out of 100. Higher than 92% of charities in its peer group (philanthropy, $250k to $1m).
Independent board
25 of 2515 of 15 voting board members are independent.
Conflict of interest policy
15 of 15Has a written conflict of interest policy.
Whistleblower policy
8 of 8Has a written whistleblower policy.
Record keeping policy
7 of 7Has a written policy on keeping and destroying records.
Board minutes
5 of 5Keeps minutes of board meetings.
Board sees the tax return
10 of 10Gave the board a copy of this return before filing it.
Independent check of accounts
15 of 15Its accounts were audited by an independent accountant.
No reported misuse
10 of 10Reports no diversion of assets, excess benefits or loans to insiders.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (9)
- $646,079 spent. 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. This funding also supported the organization's shift toward constructing energy-efficient prefabricated homes-offering a sustainable and affordable path to homeownership for more families in Middlesex County.
- 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.
- 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 health experience.
- Youth Engagement Through the Arts:Nearly 200 children took part in the 36th Annual Children's Circus of Middletown, made possible in part by a Middlesex United Way Community Impact Grant to Oddfellows Playhouse Youth Theater. With a commitment to accessibility and equity, the camp offered a sliding-scale fee structure and free meals, allowing children from all backgrounds to learn acrobatics, clowning, and more.
- Celebrating LGBTQ+ Belonging:A Community Impact Grant to Middletown Pride supported a record 25 inclusive events in the 2023-2024 grant cycle. These events, including the Pridesgiving Dinner and Queer Swim, helped individuals find connection and safety in affirming spaces. One attendee, previously anxious in public settings, is now a regular participant in community events thanks to the supportive environment created through this work.
- Connecting People to Resources:Middlesex United Way's support for Connecticut's 2-1-1 and 988 helplines remains a vital component of its works. From September 2023 to September 2024, there were over 14,000 requests for help from Middlesex County residents via 2-1-1, with the top needs being household/shelter and mental health support. These critical services ensure residents have 24/7 access to help in times of need. The 988 crisis line, aimed at providing immediate support for those dealing with a crisis situation, is also supported by Middlesex United Way.
- Returning Dollars to the Community:The Volunteer Income Tax Assistance (VITA) program, supported by Middlesex United Way, helped over 600 local taxpayers in 2024, resulting in more than $700,000 in refunds to individuals and families across Middlesex County. These dollars go directly back into the community, strengthening financial security and reducing economic hardship.
- United is the Way to a Thriving Community:Middlesex United Way brings people and resources together to address the most pressing needs across Middlesex County.
- Through strategic investments, collaborative partnerships, and community-driven initiatives, we support programs that strengthen families, promote mental wellness, build financial security, and create opportunities for all. From helping families access safe, affordable housing and mental health support to investing in early childhood education, youth development, and crisis response services like 2-1-1 and 988, we work to ensure everyone in our 15-town region has the opportunity to thrive. United, we're building a stronger, more connected community-one where everyone has the support they need to succeed.
Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.
Are donations tax-deductible? Passed.
On the IRS list of organizations eligible to receive tax-deductible contributions.
Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated September 10, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending June 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since May 1950.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.
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