2020-06-29T18:23:23-05:00 2019-06-30 812950760 SAX LLP 855 VALLEY ROAD CLIFTON NJ 07013 990 2018-07-01 210683073 UNITED WAY OF GREATER MERCER COUNTY UNIT 6096374912 3150 BRUNSWICK PIKE NO 230 LAWRENCEVILLE NJ 086482420 SANDRA TOUSSAINT-BURGHER PRESIDENT & CEO 6098961912 2020-06-24 1 MARQUS WHITE P00053187 9734726250 2020-06-23 173.251.63.34 2020-06-24 07:22:25 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 4195EDDBEBA3A009E867BE79E32143BA2C5E232C 2018 2021-01-29 14:40:06Z SANDRA TOUSSAINT-BURGHER 3150 BRUNSWICK PIKE SUITE 230 LAWRENCEVILLE NJ 086482420 1549837 0 X WWW.UWGMC.ORG X 1941 NJ TO IMPROVE PEOPLE'S LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES. 11 10 14 1377 0 0 1909003 1518097 0 0 7030 1119 15694 13285 1931727 1532501 384751 148833 0 0 834236 845281 0 0 413661 804844 691321 2023831 1685435 -92104 -152934 3688139 1437419 675529 631374 3012610 806045 X UNITED WAY OF GREATER MERCER COUNTY IS COMMITTED TO HARNESSING, LEVERAGING AND STRATEGICALLY ENGAGING THE COLLECTIVE POWER OF DONORS, ADVOCATES AND VOLUNTEERS TO DRIVE MEASURABLE RESULTS THAT PRODUCE SOCIAL AND ECONOMIC BENEFIT TO THE COMMUNITY AT LARGE. 0 0 231846 148833 INCOME PROGRAM & INITIATIVES: UNITED WAY OF GREATER MERCER COUNTY'S FREE TAX PREP PROGRAM ALSO KNOWN AS VITA ( VOLUNTEER INCOME TAX ASSISTANCE) OFFERS INDIVIDUALS AND FAMILIES MAKING LESS THAN $65,000 FREE TAX RETURN PREPARATION BY TRAINED AND CERTIFIED VOLUNTEERS. FOR 2018-19, 75 VOLUNTEERS FILED MORE THAN 2,500 FREE TAX RETURNS RETURNING $2,713,334 IN REFUNDS TO LOCAL FAMILIES THAT PROVIDED THEM WITH DISPOSABLE INCOME THAT CAN BE USED TO BUILD FINANCIAL SECURITY. UNITED WAY'S FREE TAX PROGRAM GENERATED AN AVERAGE TAX REFUND OF MORE THAN $1,000 AND SAVED AN AVERAGE OF $400 IN TAX FILING FEES. THE BENEFIT ACCESS PROGRAM IS ASSISTING FAMILIES STRUGGLING TO MAKE ENDS MEET. THE BENEFIT ACCESS PROGRAM DOES THIS BY EVALUATING A HOUSEHOLD'S NANCIAL STATUS AND CONNECTING THEM TO FEDERAL RESOURCES INCLUDING NJSNAP (FOOD ASSISTANCE) AND HEALTH INSURANCE. FOR 2018-19, 309 HOUSEHOLDS RECEIVED ASSISTANCE. THE BENEFIT ACCESS PROGRAM GENERATED MORE THAN $687,041 IN ELIGIBLE FEDERAL RESOURCES LIKE FOOD ASSISTANCE (NJSNAP) AND HEALTH INSURANCE SO THAT FAMILIES CAN MAKE ENDS MEET EACH MONTH. UNITED WAY OF GREATER MERCER COUNTY ASSIST STUDENTS WITH FILLING OUT THEIR COLLEGE FINANCIAL AID APPLICATION KNOWN AS FAFSA (FREE APPLICATION FOR FEDERAL STUDENT AID) SO THEY CAN AFFORD TUITION COSTS. THIS IS SERVICE IS OFFERED AT NO COST TO STUDENTS AND THEIR FAMILIES IN THE MERCER COUNTY AREA. FOR 2018-19, MORE THAN 70 STUDENTS TOOK ADVANTAGE OF UNITED WAY'S COLLEGE READINESS TOOLS AND PARTICIPATED IN FAFSA ASSISTANCE AND COLLEGE ADMISSION ESSAY WORKSHOPS. THE AVERAGE FAFSA AWARD FOR A FULL-TIME STUDENT IS $3,700 IN GRANT MONEY THAT DOES NOT HAVE TO BE REPAID. 84927 EDUCATION PROGRAM & INITIATIVES: UNITED WAY OF GREATER MERCER COUNTY (UWGMC) DISTRIBUTED 330 EDUCATION KITS IN 2018-19 TO CHILDREN AT ELEMENTARY SCHOOLS AND COMMUNITY PROGRAMS IN MERCER COUNTY TO SUPPORT LITERACY, SCIENCE, MATH, FINE ARTS AND CREATIVE THINKING. UNITED WAY IS ALSO MAKING BOOKS AVAILABLE TO LOCAL ELEMENTARY SCHOOLS AND COMMUNITY PROGRAMS. UNITED WAY AND IT'S NETWORK OF VOLUNTEERS ARE COLLECTING AND DONATING BOOKS. 83005 HEALTH PROGRAM & INITIATIVES: UNITED WAY OF GREATER MERCER COUNTY PARTNERS WITH FAMILYWIZE TO MAKE PRESCRIPTIONS MORE AFFORDABLE FOR INDIVIDUALS AND FAMILIES. THE PRESCRIPTION DISCOUNT CARD IS ACCEPTED AT PHARMACIES NATIONWIDE, INCLUDING MAJOR CHAINS AND INDEPENDENTS. FOR 2018-19, 7,574 INDIVIDUALS & FAMILIE SAVED $521,283 THROUGH UNITED WAY'S PARTNERSHIP WITH FAMILYWIZE PRESCRIPTION SAVINGS PROGRAM. THE PRESCRIPTIONS WERE USED TO TREAT CONDITIONS LIKE HEART DISEASE, MENTAL HEALTH AND INFECTIONS. THE STRIKE OUT HUNGER (SOH) INITIATIVE APPLIES A 3-PRONGED APPROACH TO ADDRESSING FOOD INSECURITY FOR CHILDREN AND FAMILIES. (1) BRINGING GREATER AWARENESS TO THIS ISSUE WITH ADVOCACY EFFORTS (2) GALVANIZING THE COMMUNITY BY HOSTING A COMMUNITY-WIDE MEAL PACKING EVENT. MEALS PACKED ARE THEN DISTRIBUTED TO FOOD PANTRIES IN THE MERCER COUNTY AREA AND (3) AWARDING GRANTS TO COMMUNITY AND NONPROFIT ORGANIZATIONS LIKE JEWISH FAMILY AND CHILDREN'S SERVICE, MERCER STREET FRIENDS FOOD BANK, MOUNT CARMEL GUILD AND TRENTON YMCA NOW KNOWN AS CAPITAL AREA YMCA, TO EXPAND THEIR SUMMER HUNGER PROGRAMS. FOR 2018-19, 84,740 MEALS AND FRESH PRODUCE WERE DISTRIBUTED TO FOOD PANTRIES IN MERCER COUNTY THROUGH UNITED WAY'S STRIKE OUT HUNGER INITIATIVE. IN ADDITION, A TOTAL OF $52,000 WAS AWARDED TO LOCAL COMMUNITY AND NONPROFIT ORGANIZATIONS. 577105 OTHER PROGRAMMING & INITIATIVE:UNITED WAY HAS BEEN SUPPORTING 2-1-1 SINCE ITS INCEPTION IN 1997. 2-1-1 IS A FREE, CONFIDENTIAL REFERRAL AND INFORMATION HELPLINE AND WEBSITE THAT CONNECT PEOPLE FROM ALL COMMUNITIES AND OF ALL AGES TO THE ESSENTIAL HEALTH AND HUMAN SERVICES THEY NEED, 24 HOURS A DAY, SEVEN DAYS A WEEK. IN FY 17-18, NJ211 FIELDED A TOTAL OF 5,859 INQUIRIES FOR MERCER COUNTY. THE GREATEST NEED WAS FINANCIAL ASSISTANCE.AT UNITED WAY OF GREATER MERCER COUNTY (UWGMC) WE CHANNEL THE PASSION AND ENERGY OF YOUNG PEOPLE TO CREATE THE NEXT GENERATION OF COMMUNITY LEADERS. STUDENT UNITED WAY IS A STUDENT-LED ORGANIZATION THAT WORKS TO ADDRESS THE EDUCATION, FINANCIAL STABILITY AND HEALTH OF THEIR LOCAL COMMUNITY. UWGMC CURRENTLY HAS A STUDENT UNITED WAY CHAPTER AT THE COLLEGE OF NEW JERSEY.UNITED WAY OF GREATER MERCER COUNTY AND THE FAMILYWIZE COMMUNITY SERVICE PARTNERSHIP HAVE TEAMED UP TO MAKE PRESCRIPTIONS MORE AFFORDABLE TO THE COMMUNITY. FAMILYWIZE CARDS HAVE PROVIDED NEEDED RELIEF WITH GREAT SUCCESS TO INDIVIDUALS AND FAMILIES IN MERCER COUNTY. IN FY 17-18, 5,499 INDIVIDUAL AND FAMILIES SAVED A TOTAL OF $590,222 ON PRESCRIPTION COSTS.THROUGH OUR DONOR DESIGNATION PROGRAM, UNITED WAY OF GREATER MERCER COUNTY COLLECTS, PROCESSES AND TRANSFERS DONATIONS ON BEHALF OF HUNDREDS OF LOCAL ORGANIZATIONS. 577105 976883 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 X 17 0 1 14 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NJ X X SANDRA TOUSSAINT-BURGHER 6096374912 3150 BRUNSWICK PIKE SUITE 230 LAWRENCEVILLE NJ 086482420 JENNIFER WOODS BOARD PRESIDENT 4.00 X 0 0 0 RAJI SATHAPPAN TREASURER 4.00 X 0 0 0 EILEEN CONWAY SECRETARY 4.00 X 0 0 0 ELIZABETH HANNA TRUSTEE 1.00 X 0 0 0 MICHAEL A ROWE ESQ TRUSTEE 1.00 X 0 0 0 RITA RIBEIRO TRUSTEE 1.00 X 0 0 0 YVETTE DONADO TRUSTEE 1.00 X 0 0 0 EUGENE MARSH TRUSTEE 1.00 X 0 0 0 SCOTT NELSON TRUSTEE 1.00 X 0 0 0 RICHARD S WILLINGER TRUSTEE 1.00 X 0 0 0 SANDRA TOUSSAINT PRESIDENT & CEO 37.50 X 128083 0 16013 128083 0 16013 1 0 0 0 YOUR PART-TIME CONTROLLER LLC 1500 WALNUT STREET SUITE 1200 PHILADELPHIA PA 19102 FINANCIAL AND CONTROLLER SERVICES 126809 1 1518097 1518097 18455 18455 13285 0 13285 13285 13285 17336 -17336 -17336 -17336 1532501 0 0 14404 X 148833 148833 141187 105539 7410 28238 592994 312836 83318 196840 59913 31237 8566 20110 51187 28982 6400 15805 220698 80386 78646 61666 13575 10183 2192 1200 14846 5360 8482 1004 190948 109201 24714 57033 7363 4845 497 2021 18285 10615 3234 4436 6306 6306 10258 9232 1026 9502 18 9484 TELECOMMUNICATIONS 42917 25221 5030 12666 PROGRAM EXPENSES 37195 37195 STORAGE 22456 22456 UNITED WAY WORLDWIDE DU 18358 10464 2387 5507 78614 40430 31049 7135 1685435 976883 294891 413661 78745 59685 115810 69227 425297 308290 6250 5000 7525 14645 233063 111733 2000 121330 1174186 716231 1878326 143011 3688139 1437419 242938 189741 203118 168864 75000 200000 154473 72769 675529 631374 X 2762305 677228 224283 102795 26022 26022 3012610 806045 3688139 1437419 X -152934 41301 -2094932 X X 0 1 X 1 0 X 3660756 3875981 3925080 1909003 1518097 14888917 3660756 3875981 3925080 1909003 1518097 14888917 2115147 12773770 62759 32673 28793 8181 31740 164146 7524 9185 21562 15694 53965 15107028 0.84560 0.84230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1403222 25606 31873 542500 2500 915701 1250309 24356 128557 1403222 1119066 24356 133515 26628 1250309 1111967 24356 9520 26777 1119066 1081893 11642 18432 1111967 0.97160 0.02840 1 0 233063 111733 121330 121330 BENEFICIAL INTEREST IN ASSETS HELD BY FDN 130646 OTHER ASSETS 12365 143011 DESIGNATIONS PAYABLE 12740 CAPITAL LEASE 60029 72769 X 1287738 41301 41301 1246437 286064 286064 1532501 1622374 0 1622374 63061 63061 1685435 PART V, LINE 4: UNITED WAY OF GREATER MERCER COUNTY'S (UWGMC'S) BOARD OF TRUSTEES ESTABLISHED THE ENDOWMENT FUND TO PROVIDE ONGOING SUPPORT TO VARIOUS ASPECTS OF THE UWGMC'S COMMUNITY SERVICE PROGRAMS. PART X, LINE 2: UWGMC IS A NOT-FOR-PROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS SUCH, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED IN THE COMBINED STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE COMBINED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 56,755. PROVISION FOR UNCOLLECTIBLE PLEDGE 223,003. INTEREST EXPENSE 6,306. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 56,755. INTEREST EXPENSE 6,306. 1 CAMP FIRE NJ 535 E FRANKLIN STREET TRENTON NJ 08610 210646544 501C3 20000 UNITED AGING & DISABILTIY PROGRAM GRANT & DONOR DESIGNATION MERCER STREET FRIENDS 151 MERCER STREET TRENTON NJ 08611 210683073 501C3 11144 UNITED AGING & DISABILTIY PROGRAM GRANT & DONOR DESIGNATION NJ 2-1-1 PARTNERSHIP 114 ALGONQUIN PARKWAY WHIPPANY NJ 07981 371446108 501C3 17500 UNITED AGING & DISABILTIY PROGRAM GRANT & DONOR DESIGNATION TRENTON AREA SOUP KITCHEN INC (TASK) PO BOX 872 TRENTON NJ 08609 222392881 501C3 7690 UNITED AGING & DISABILTIY PROGRAM GRANT & DONOR DESIGNATION UIH FAMILY PARTNERS 4 N BROAD STREET 2R TRENTON NJ 08608 210635048 501C3 18750 UNITED AGING & DISABILTIY PROGRAM GRANT & DONOR DESIGNATION PART I, LINE 2: UWGMC DELIVERS COMMUNITY FUNDING THROUGH TWO PRIMARY METHODS: 1. UWGMC MANAGED PROGRAMS 2. DONOR DESIGNATIONS UWGMC MANAGED PROGRAMS UWGMC'S COMMUNITY INVESTMENTS FOLLOW A THREE STEP PROCESS: 1. DOES THE PROGRAM DELIVER A SUSTAINED BENEFIT TO THE CLIENT WE ARE ASSISTING? 2. DOES THE PROGRAM EMPLOY AN EVIDENCED-BASED CONSTRUCT PROVEN TO WORK IN OTHER SIMILAR SITUATIONS WITH SIMILAR DEMOGRAPHICS? 3. DOES THE PROGRAM ALSO DELIVER TO THE MERCER COUNTY COMMUNITY AN ECONOMIC BENEFIT THAT CAN BE INDEPENDENTLY VERIFIED? THE AWARDING OF SERVICE CONTRACTS TO BOTH NON-PROFIT AND FOR-PROFIT AGENCIES TO SUPPORT UWGMC PROGRAMS IS DONE BASED ON THE EXPERTISE OF THE AGENCY, EXPERIENCE IN SERVING A SIMILAR POPULATION, PREVIOUS TRACK RECORD OF SERVICE DELIVERY, AND COST. UWGMC EMPLOYS AN OUTCOMES MANAGEMENT TOOL, ETO (VENDOR: SOCIAL SOLUTIONS) TO TRACK ALL ACTIVITIES PERFORMED BY ALL AGENCIES UNDER CONTRACT TO A SPECIFIC PROGRAM. GENERATED MONTHLY REPORTS OUTLINE INDIVIDUAL SERVICES DELIVERED TO EACH CLIENT INCLUDING AMOUNT OF SERVICE AND ANY NARRATIVE REQUIRED TO FURTHER EXPLAIN EACH CLIENT'S SPECIFIC NEEDS/CONCERNS. EACH PROGRAM, INCLUDING ALL PARTICIPATING AGENCIES, MEETS MONTHLY TO DISCUSS INDIVIDUAL CLIENT NEEDS, ISSUES AND UPCOMING SERVICE REQUIREMENTS. DONOR DESIGNATIONS THROUGH ITS WORKPLACE CAMPAIGN, UWGMC ALLOWS EACH DONOR TO SELF-SELECT THE 501 C 3 THEY WISH TO SUPPORT. UWGMC THEN PROCESSES THE DONOR'S WISHES BY GENERATING, IN MOST CASES QUARTERLY, THE PAYMENT TO THE INSTITUTION OF THE DONOR'S CHOICE. FORM 990, PART I, LINE 5 & PART V, LINES 2A & 2B: EXTENSIS GROUP, LLC(A PROFESSIONAL EMPLOYMENT ORGANIZATION) SERVES AS THE ADMINISTRATIVE EMPLOYER OF RECORD FOR UWGMC EMPLOYEES. ALL FEDERAL AND STATE EMPLOYMENT RETURNS ARE FILED BY EXTENSIS FOR UWGMC EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS PREPARED BY INDEPENDENT ACCOUNTANTS, DISTRIBUTED TO THE EXECUTIVE BOARD PRIOR TO THE BOARD MEETING. IT WAS PRESENTED AND REVIEWED BY THE INDEPENDENT ACCOUNTANTS AT THE BOARD MEETING PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT/DUALITY OF INTEREST POLICY AND DECLARATION DISCLOSURE STATEMENT IS REQUIRED OF ALL UWGMC STAFF AND VOLUNTEERS. THIS DISCLOSURE SHALL BE GIVEN ON AN ANNUAL BASIS AND/OR WHENEVER THE STATUS OF A VOLUNTEER CHANGES (I.E.INVOLVEMENT WITH AN AGENCY OR ORGANIZATION SEEKING SUPPORT FROM UNITED WAY). THE DISCLOSURE OF CONFLICT/DUALITY OF INTEREST OF VOLUNTEER IS INCLUSIVE OF THEMSELVES, THEIR SPOUSE OR SIGNIFICANT OTHER, FAMILY MEMBERS, RELATIVES, OR OTHER PERTINENT INDIVIDUALS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE UWGMC CEO IS SET BY THE BOARD OF TRUSTEES' EXECUTIVE COMMITTEE OR TRUSTEES AS ASSIGNED BY THE EXECUTIVE COMMITTEE. THE CEO PRESENTS THE ACCOMPLISHMENTS OF THE ORGANIZATION AND THE WORK PLAN FOR REVIEW. THE COMMITTEE FROM TIME TO TIME RESEARCHES COMPARABLE ORGANIZATIONS TO ENSURE REASONABLE COMPENSATION. THE BOARD CHAIR INFORMS THE CFO OF THE APPROVED EXECUTIVE COMPENSATION. THE UWGMC CEO SETS THE COMPENSATION FOR ALL OTHER STAFF MEMBERS WITHIN THE CONFINES OF THE APPROVED FINANCIAL PLAN FOR THE FISCAL YEAR. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION BY ANYONE DURING NORMAL BUSINESS HOURS UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNANCE DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR VIEWING BY THE PUBLIC AT THE ADMINISTRATIVE OFFICE BY REQUEST. FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 74,716. MANAGEMENT AND GENERAL EXPENSES 46,390. FUNDRAISING EXPENSES 48,686. TOTAL EXPENSES 169,792. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 5,670. MANAGEMENT AND GENERAL EXPENSES 32,256. FUNDRAISING EXPENSES 12,980. TOTAL EXPENSES 50,906. FORM 990, PART XI, LINE 9: UNCOLLECTIBLE PLEDGES -223,003. ADJUSTMENTS OF DUE TO/FROM AFFILIATE -1,871,929. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A FINANCE/ AUDIT COMMITTEE WHICH ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THIS PROCESS IS UNCHANGED FROM THE PRIOR YEAR. COLLABORATION SCIENCES INC 3150 BRUNSWICK PIKE STE 300 LAWRENCEVILLE NJ 08648 473250984 MEMBERSHIP ORGANIZATION DE 501(C)(4) UNITED WAY OF GREATER MERCER COUNTY 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0