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UNDER ONE ROOF, INC.

Date of last update: 21 Apr 2025. Data updated weekly.

Company Details

Entity Name: UNDER ONE ROOF, INC.
Jurisdiction: Connecticut
Legal type: Non-Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 30 Aug 1993
Business ALEI: 0289573
Annual report due: 30 Aug 2025
Business address: 60 GREGORY BLVD., NORWALK, CT, 06855, United States
Mailing address: 60 GREGORY BLVD., NORWALK, CT, United States, 06855
ZIP code: 06855
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: edatthemarvin@underoneroofinc.org

Industry & Business Activity

NAICS

624410 Child Care Services

This industry comprises establishments primarily engaged in providing care and early learning opportunities for infants and children. These establishments generally care for children from birth through school age and may also offer pre-kindergarten, kindergarten, and/or before- or after-school educational programs. The care and early learning provided by these establishments may include opportunities for development in health, social and emotional learning, and family engagement. Learn more at the U.S. Census Bureau

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
403(B) THRIFT PLAN OF UNDER ONE ROOF, INC. 2023 061377860 2024-09-18 UNDER ONE ROOF, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 624100
Sponsor’s telephone number 2038544660
Plan sponsor’s address 60 GREGORY BLVD, NORWALK, CT, 068552043

Signature of

Role Plan administrator
Date 2024-09-18
Name of individual signing KATHERINE FITZMAURICE
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF UNDER ONE ROOF, INC. 2022 061377860 2023-06-26 UNDER ONE ROOF, INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 624100
Sponsor’s telephone number 2038544660
Plan sponsor’s address 60 GREGORY BLVD, NORWALK, CT, 068552043

Signature of

Role Plan administrator
Date 2023-06-26
Name of individual signing HAL SMITH
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF UNDER ONE ROOF, INC. 2021 061377860 2022-03-24 UNDER ONE ROOF, INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 624100
Sponsor’s telephone number 2038544660
Plan sponsor’s address 60 GREGORY BLVD, NORWALK, CT, 068552043

Signature of

Role Plan administrator
Date 2022-03-24
Name of individual signing MARY WINDT
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF UNDER ONE ROOF, INC. 2020 061377860 2021-02-24 UNDER ONE ROOF, INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 624100
Sponsor’s telephone number 2038544660
Plan sponsor’s address 60 GREGORY BLVD, NORWALK, CT, 068552043

Signature of

Role Plan administrator
Date 2021-02-24
Name of individual signing MARY WINDT
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF UNDER ONE ROOF, INC. 2019 061377860 2020-07-13 UNDER ONE ROOF, INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 624100
Sponsor’s telephone number 2038544660
Plan sponsor’s address 60 GREGORY BLVD, NORWALK, CT, 068552043

Signature of

Role Plan administrator
Date 2020-07-13
Name of individual signing MARY WINDT
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF UNDER ONE ROOF, INC. 2018 061377860 2019-06-19 UNDER ONE ROOF, INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-09-01
Business code 624100
Sponsor’s telephone number 2038544660
Plan sponsor’s address 60 GREGORY BLVD, NORWALK, CT, 068552043

Signature of

Role Plan administrator
Date 2019-06-19
Name of individual signing MARY WINDT
Valid signature Filed with authorized/valid electronic signature
403 B THRIFT PLAN OF UNDER ONE ROOF INC 2017 061377860 2018-07-30 UNDER ONE ROOF INC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-09-01
Business code 813000
Sponsor’s telephone number 2038544660
Plan sponsor’s address 60 GREGORY BLVD, NORWALK, CT, 068552043

Signature of

Role Plan administrator
Date 2018-07-30
Name of individual signing MARY R WINDT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-07-30
Name of individual signing MARY R WINDT
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF UNDER ONE ROOF, INC. 2016 061377860 2017-04-18 UNDER ONE ROOF, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-09-01
Business code 813000
Sponsor’s telephone number 2038544660
Plan sponsor’s address 60 GREGORY BLVD, NORWALK, CT, 06855

Signature of

Role Plan administrator
Date 2017-04-18
Name of individual signing MARY WINDT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-04-18
Name of individual signing MARY WINDT
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF UNDER ONE ROOF, INC. 2015 061377860 2016-05-04 UNDER ONE ROOF, INC. 4
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-09-01
Business code 813000
Sponsor’s telephone number 2038544660
Plan sponsor’s address 60 GREGORY BLVD, NORWALK, CT, 06855

Signature of

Role Plan administrator
Date 2016-05-04
Name of individual signing MARY WINDT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-05-04
Name of individual signing MARY WINDT
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF UNDER ONE ROOF, INC. 2014 061377860 2015-07-20 UNDER ONE ROOF, INC. 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2011-09-01
Business code 813000
Sponsor’s telephone number 2038544660
Plan sponsor’s address 60 GREGORY BLVD, NORWALK, CT, 06855

Signature of

Role Plan administrator
Date 2015-07-20
Name of individual signing MARY WINDT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2015-07-20
Name of individual signing MARY WINDT
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Business address Phone E-Mail Residence address
Katherine Fitzmaurice Agent 60 GREGORY BLVD., NORWALK, CT, 06855, United States +1 773-343-0321 edatthemarvin@underoneroofinc.org 26 Timber Mill Ln, Weston, CT, 06883-2727, United States

Officer

Name Role Business address Residence address
DEBRA SIMONS Officer 22 KENDALL COURT, NORWALK, CT, 06850, United States 22 KENDALL COURT, NORWALK, CT, 06850, United States
PATRICK SHIELDS Officer 120 GREGORY BOULEVARD, NORWALK, CT, 06855, United States 3 ROCKLAND TERR, SAUGUS, MA, 01906, United States
MARK LILLIEDAHL Officer 1 ISLAND DRIVE, #17, NORWALK, CT, 06855, United States 1 ISLAND DRIVE, #17, NORWALK, CT, 06855, United States

Director

Name Role Business address Residence address
DEBRA SIMONS Director 22 KENDALL COURT, NORWALK, CT, 06850, United States 22 KENDALL COURT, NORWALK, CT, 06850, United States
PATRICK SHIELDS Director 120 GREGORY BOULEVARD, NORWALK, CT, 06855, United States 3 ROCKLAND TERR, SAUGUS, MA, 01906, United States
MARK LILLIEDAHL Director 1 ISLAND DRIVE, #17, NORWALK, CT, 06855, United States 1 ISLAND DRIVE, #17, NORWALK, CT, 06855, United States

License

Credential Credential type Status Status reason Issue date Effective date Expiration date
CHR.0061173 PUBLIC CHARITY ACTIVE CURRENT 2017-10-31 2024-12-01 2025-11-30
CHR.0051739-EXEMPT PUBLIC CHARITY-EXEMPT FROM FINANCIAL REQUIREMENTS ACTIVE - 2007-11-28 - -

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012288116 2024-07-31 - Annual Report Annual Report -
BF-0012146621 2023-11-06 2023-11-06 Change of Agent Agent Change -
BF-0011254270 2023-07-31 - Annual Report Annual Report -
BF-0010285057 2022-08-02 - Annual Report Annual Report 2022
BF-0010130771 2021-10-15 - Annual Report Annual Report -
0007215686 2021-03-10 - Annual Report Annual Report 2020
0006944953 2020-07-13 - Annual Report Annual Report 2019
0006214282 2018-07-12 - Annual Report Annual Report 2018
0005900795 2017-08-02 - Annual Report Annual Report 2017
0005860198 2017-06-07 - Annual Report Annual Report 2015

Tax Exempt

EIN Type of Organization Exempt Organization Status Address Ruling Date
06-1377860 Corporation Unconditional Exemption 60 GREGOR BLVD, NORWALK, CT, 06855-2043 1998-07
In Care of Name % MARY R WINDT
Group Exemption Number 0000
Subsection Charitable Organization, Educational Organization, Literary Organization, Organization to Prevent Cruelty to Animals, Organization to Prevent Cruelty to Children, Organization for Public Safety Testing, Religious Organization, Scientific Organization
Affiliation Independent - This code is used if the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Classification Government Instrumentality, Title-Holding Corporation, Charitable Organization, Agricultural Organization, Board of Trade, Pleasure, Recreational, or Social Club, Fraternal Beneficiary Society, Order or Association, Voluntary Employees' Beneficiary Association (Non-Govt. Emps.), Domestic Fraternal Societies and Associations, Teachers Retirement Fund Assoc., Benevolent Life Insurance Assoc., Burial Association, Credit Union, Mutual Insurance Company or Assoc. Other Than Life or Marine, Corp. Financing Crop Operations, Supplemental Unemployment Compensation Trust or Plan, Employee Funded Pension Trust (Created Before 6/25/59), Post or Organization of War Veterans, Legal Service Organization, Black Lung Trust, Multiemployer Pension Plan, Veterans Assoc. Formed Prior to 1880, Trust Described in Sect. 4049 of ERISA, Title Holding Co. for Pensions, etc., State-Sponsored High Risk Health Insurance Organizations, State-Sponsored Workers' Compensation Reinsurance, ACA 1322 Qualified Nonprofit Health Insurance Issuers, Apostolic and Religious Org. (501(d)), Cooperative Hospital Service Organization (501(e)), Cooperative Service Organization of Operating Educational Organization (501(f)), Child Care Organization (501(k)), Charitable Risk Pool, Qualified State-Sponsored Tuition Program, 4947(a)(1) - Private Foundation (Form 990PF Filer)
Deductibility Contributions are deductible.
Foundation Organization that normally receives no more than one-third of its support from gross investment income and unrelated business income and at the same time more than one-third of its support from contributions, fees, and gross receipts related to exempt purposes 509(a)(2)
Tax Period 2023-12
Asset 1,000,000 to 4,999,999
Income 500,000 to 999,999
Filing Requirement 990 (all other) or 990EZ return
PF Filing Requirement No 990-PF return
Accounting Period Dec
Asset Amount 1155874
Income Amount 958042
Form 990 Revenue Amount 889918
National Taxonomy of Exempt Entities Human Services: Supportive Housing for Older Adults
Sort Name -

Publication 78 Data

Description Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions.
On Publication 78 Data List Yes
Deductibility Type of organization and use of contribution: A public charity. Deductibility Limitation: 50% (60% for cash contributions)

Copies of Returns (990, 990-EZ, 990-PF, 990-T)

Organization Name UNDER ONE ROOF INC
EIN 06-1377860
Tax Period 202212
Filing Type E
Return Type 990
File View File
Organization Name UNDER ONE ROOF INC
EIN 06-1377860
Tax Period 202112
Filing Type E
Return Type 990
File View File
Organization Name UNDER ONE ROOF INC
EIN 06-1377860
Tax Period 202012
Filing Type E
Return Type 990
File View File
Organization Name UNDER ONE ROOF INC
EIN 06-1377860
Tax Period 201912
Filing Type E
Return Type 990
File View File
Organization Name UNDER ONE ROOF INC
EIN 06-1377860
Tax Period 201812
Filing Type E
Return Type 990
File View File
Organization Name UNDER ONE ROOF INC
EIN 06-1377860
Tax Period 201712
Filing Type E
Return Type 990
File View File
Organization Name UNDER ONE ROOF INC
EIN 06-1377860
Tax Period 201612
Filing Type E
Return Type 990
File View File
Organization Name UNDER ONE ROOF INC
EIN 06-1377860
Tax Period 201512
Filing Type E
Return Type 990
File View File

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4600807708 2020-05-01 0156 PPP 60 GREGORY BOULEVARD, NORWALK, CT, 06855
Loan Status Date 2021-04-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 62500
Loan Approval Amount (current) 62500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 12096
Servicing Lender Name Wells Fargo Bank, National Association
Servicing Lender Address 101 N Philips Ave, SIOUX FALLS, SD, 57104-6738
Rural or Urban Indicator U
Hubzone Y
LMI N
Business Age Description Existing or more than 2 years old
Project Address NORWALK, FAIRFIELD, CT, 06855-1000
Project Congressional District CT-04
Number of Employees 5
NAICS code 624120
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Partnership
Originating Lender ID 12096
Originating Lender Name Wells Fargo Bank, National Association
Originating Lender Address SIOUX FALLS, SD
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 63039.38
Forgiveness Paid Date 2021-03-18

Debts and Liens

This table presents a concise summary of a company's liens and debts, detailing essential information such as the lien type, debt amount, associated parties, and current status of each financial obligation.

Subsequent Filing No Status Type Filing Date Lapse Date Filing Type
0005185738 Active PUBLIC-FINANCE 2024-01-09 2054-01-09 ORIG FIN STMT

Parties

Name UNDER ONE ROOF, INC.
Role Debtor
Name U.S. BANK NATIONAL ASSOCIATION, AS TRUSTEE
Role Secured Party
Name STATE OF CONNECTICUT HEALTH AND EDUCATIONAL FACILITIES AUTHORITY
Role Secured Party
0005004684 Active OFS 2021-07-21 2026-07-19 CORRECTION

Parties

Name U.S. BANK NATIONAL ASSOCIATION, AS TRUSTEE
Role Secured Party
Name UNDER ONE ROOF, INC.
Role Debtor
Name State of Connecticut Health and Educational Facilities Authority
Role Secured Party
0005004288 Active OFS 2021-07-19 2026-07-19 ORIG FIN STMT

Parties

Name UNDER ONE ROOF, INC.
Role Debtor
Name State of Connecticut Health and Educational Facilities Authority
Role Secured Party
Name U.S. BANK NATIONAL ASSOCIATION, AS TRUSTEE
Role Secured Party
0005000948 Active PUBLIC-FINANCE 2021-06-24 2041-08-19 AMENDMENT

Parties

Name UNDER ONE ROOF, INC.
Role Debtor
Name U.S. BANK NATIONAL ASSOCIATION, AS BOND TRUSTEE
Role Secured Party
0002831674 Active PUBLIC-FINANCE 2011-08-19 2041-08-19 ORIG FIN STMT

Parties

Name UNDER ONE ROOF, INC.
Role Debtor
Name U.S. BANK NATIONAL ASSOCIATION, AS BOND TRUSTEE
Role Secured Party
See something incorrect or outdated? Let us know

Sources: Company Profile on Connecticut's Official State Website

* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information