UNITED WAY OF GREATER MERCER COUNTY INC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF GREATER MERCER COUNTY INC (EIN 21-0683073)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-05
- IRS object ID
- 201641269349301149
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-05T13:38:27-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464001827 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAXBST LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 855 VALLEY ROAD | AddressLine1Txt |
| City | CLIFTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070132483 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 210683073 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF GREATER MERCER COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 6098961912 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3150 BRUNSWICK PIKE NO 230 | AddressLine1Txt |
| City | LAWRENCEVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 086482420 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HERBERT KLEIN III | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 6098961912 | PhoneNum |
| Signature | 2016-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARQUS WHITE | PreparerPersonNm |
| PTIN | P00053187 | PTIN |
| Phone | 9734726250 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HERBERT KLEIN III | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3150 BRUNSWICK PIKE SUITE 230 | AddressLine1Txt |
| City | LAWRENCEVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 086482420 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,742,615 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UWGMC.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1941 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE PEOPLE'S LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 12 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 28 | TotalEmployeeCnt |
| Total Volunteers | 1158 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,441,588 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,660,756 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $21,052 | PYInvestmentIncomeAmt |
| CY Investment Income | $36,103 | CYInvestmentIncomeAmt |
| PY Other Revenue | $26,337 | PYOtherRevenueAmt |
| CY Other Revenue | $34,573 | CYOtherRevenueAmt |
| PY Total Revenue | $4,488,977 | PYTotalRevenueAmt |
| CY Total Revenue | $3,731,432 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $2,485,568 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,220,023 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,125,109 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,201,900 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $384,973 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $645,633 | PYOtherExpensesAmt |
| CY Other Expenses | $645,329 | CYOtherExpensesAmt |
| PY Total Expenses | $4,256,310 | PYTotalExpensesAmt |
| CY Total Expenses | $4,067,252 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $232,667 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$335,820 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,059,011 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,007,116 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $637,914 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,045,112 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,421,097 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,962,004 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $151,404 | ExpenseAmt |
| Grant | $53,000 | GrantAmt |
| Desc | ,HELPING CHILDREN SUCCEED - EDUCATION COLLABORATIONS:UWGMC FUNDS AN "EDUCATION" COLLABORATION THAT HELPS HIGH SCHOOL STUDENTS TO STAY IN SCHOOL AND GRADUATE BY DEVELOPING SOCIAL/EMOTIONAL LEARNING AND LEADERSHIP SKILLS, WHILE ALSO WORKING WITH PARENTS TO HELP THEM BECOME MORE INVOLVED IN THEIR CHILDREN'S LIVES, 139 STUDENTS WERE SERVED IN TWO HIGH SCHOOLS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $216,383 | ExpenseAmt |
| Grant | $63,000 | GrantAmt |
| Desc | FOSTERING SELF-SUFFICIENCY - INCOME COLLABORATIONS:UWGMC FUNDS TWO COLLABORATIONS IN THIS FOCUS AREA, ONE THAT WORKS TO INCREASE FAMILIES' FINANCIAL STABILITY AND ECONOMIC SELF-SUFFICIENCY BY PROVIDING FREE TAX PREPARATION AND FINANCIAL LITERACY CLASSES, AND THE OTHER THAT PROVIDES PERMANENT SUPPORTIVE HOUSING TO CHRONICALLY HOMELESS INDIVIDUALS AND FAMILIES. 2,149 CLIENTS WERE SERVED IN TAX PREPARATION PROGRAM, 4 FINANCIAL LITERACY CLASSES WERE HELD SERVING 80 CLIENTS; 30 CLIENTS SERVED IN SUPPORTIVE HOUSING PROGRAM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,709,554 | ExpenseAmt |
| Grant | $448,139 | GrantAmt |
| Desc | CARING FOR SENIORS AND PEOPLE WITH DISABILITIES - HEALTH COLLABORATIONS:UWGMC FUNDS TWO "HEALTH" COLLABORATIONS, ONE THAT WORKS WITH LOW-INCOME SENIORS AND PEOPLE WITH DISABILITIES TO KEEP THEM IN THEIR OWN HOMES SO THEY CAN AGE IN PLACE WITH DIGNITY AND INCREASE THEIR SOCIALIZATION, MOBILITY AND ACCESS TO SERVICES, BY DELIVERING A "NO-WRONG-DOOR" WRAP-AROUND CASE MANAGEMENT PROGRAM THAT INCLUDES NURSING, HOME HEALTHCARE, MEALS AND RIDES. THE OTHER PROGRAM HELPS PEOPLE WITH CHRONIC DISEASES, ESPECIALLY THE FRAIL ELDERLY, TO LEARN TO MANAGE THEIR OWN ILLNESS AND THUS PREVENT COSTLY HOSPITALIZATIONS. 218 SENIOR AND DISABLED CLIENTS SERVED; 36 ATTENDEES PARTICIPATED IN THE CHRONIC DISEASE SELF MANAGEMENT PROGRAM. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,261,825 | ExpenseAmt |
| Grant | $1,655,884 | GrantAmt |
| Desc | COMMUNITY INITIATIVESDONATIONS IN KINDEMERGING LEADERS AND WOMEN'S LEADERSHIPFINANCIAL EMPOWERMENTLATINO VISION COUNCILMILITARY ASSISTANCENJ 2-1-1DONOR DESIGNATIONS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,261,825 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,655,884 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $3,339,166 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 28 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 12 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HERBERT KLEIN III | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6096374912 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3150 BRUNSWICK PIKE SUITE 230 | AddressLine1Txt |
| City | LAWRENCEVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 086482420 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| BRIAN RATH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VITO MASTRO | ||||||
| TREASURER | 4.00 | Yes (X) | $0 | $0 | $0 | |
| L DIANE CAMPBELL | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL CONLAN | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EILEEN CONWAY | ||||||
| SECRETARY | 4.00 | Yes (X) | $0 | $0 | $0 | |
| YVETTE DONADO | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MATTHEW J GRAGLIA | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| EUGENE MARSH | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT NELSON | ||||||
| BOARD CHAIR | 4.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS ROMANO | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID ACOLIA | ||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HERBERT KLEIN III | ||||||
| PRESIDENT & CEO | 37.50 | $148,328 | $0 | $15,555 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $148,328 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $15,555 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $185,349 | FederatedCampaignsAmt |
| Fundraising | $11,215 | FundraisingAmt |
| All Other Contributions | $3,464,192 | AllOtherContributionsAmt |
| Noncash Contributions | $6,000 | NoncashContributionsAmt |
| Total Contributions | $3,660,756 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,527 | TotalRevenueColumnAmt |
| Exclusion | $24,527 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $38,232 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $38,232 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,232 | TotalRevenueColumnAmt |
| Exclusion | $38,232 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,576 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,576 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,576 | TotalRevenueColumnAmt |
| Exclusion | $11,576 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $7,493 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $11,215 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $11,183 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$3,690 | TotalRevenueColumnAmt |
| Exclusion | -$3,690 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC. REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $31 | TotalRevenueColumnAmt |
| Exclusion | $31 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $31 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,731,432 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $70,676 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,220,023 | TotalAmt |
| Program Services | $2,220,023 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,134 | TotalAmt |
| Program Services | $151,302 | ProgramServicesAmt |
| Management And General | $13,137 | ManagementAndGeneralAmt |
| Fundraising | $15,695 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $780,765 | TotalAmt |
| Program Services | $406,645 | ProgramServicesAmt |
| Management And General | $159,842 | ManagementAndGeneralAmt |
| Fundraising | $214,278 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,112 | TotalAmt |
| Program Services | $67,046 | ProgramServicesAmt |
| Management And General | $22,462 | ManagementAndGeneralAmt |
| Fundraising | $34,604 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,889 | TotalAmt |
| Program Services | $72,135 | ProgramServicesAmt |
| Management And General | $21,156 | ManagementAndGeneralAmt |
| Fundraising | $23,598 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,210 | TotalAmt |
| Management And General | $43,210 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,073 | TotalAmt |
| Program Services | $93,191 | ProgramServicesAmt |
| Management And General | $9,863 | ManagementAndGeneralAmt |
| Fundraising | $13,019 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,313 | TotalAmt |
| Program Services | $18,990 | ProgramServicesAmt |
| Management And General | $1,863 | ManagementAndGeneralAmt |
| Fundraising | $2,460 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,140 | TotalAmt |
| Program Services | $12,581 | ProgramServicesAmt |
| Management And General | $1,966 | ManagementAndGeneralAmt |
| Fundraising | $2,593 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,446 | TotalAmt |
| Program Services | $113,379 | ProgramServicesAmt |
| Management And General | $35,374 | ManagementAndGeneralAmt |
| Fundraising | $46,693 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,889 | TotalAmt |
| Program Services | $8,727 | ProgramServicesAmt |
| Management And General | $932 | ManagementAndGeneralAmt |
| Fundraising | $1,230 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,158 | TotalAmt |
| Program Services | $12,013 | ProgramServicesAmt |
| Management And General | $2,218 | ManagementAndGeneralAmt |
| Fundraising | $2,927 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,293 | TotalAmt |
| Program Services | $7,131 | ProgramServicesAmt |
| Management And General | $2,225 | ManagementAndGeneralAmt |
| Fundraising | $2,937 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,974 | TotalAmt |
| Management And General | $9,974 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $43,703 | $43,703 | $0 | $0 |
| CONTRACT SERVICES | $39,989 | $39,989 | $0 | $0 |
| TELECOMMUNICATIONS | $31,896 | $18,524 | $5,764 | $7,608 |
| TRAINING EXPENSES | $20,431 | $13,302 | $3,073 | $4,056 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,814 | TotalAmt |
| Program Services | $40,485 | ProgramServicesAmt |
| Management And General | $10,054 | ManagementAndGeneralAmt |
| Fundraising | $13,275 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,067,252 | TotalAmt |
| Program Services | $3,339,166 | ProgramServicesAmt |
| Management And General | $343,113 | ManagementAndGeneralAmt |
| Fundraising | $384,973 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,516 | BOYAmt |
| EOY | $3,615 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $842,848 | BOYAmt |
| EOY | $276,566 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,041,986 | BOYAmt |
| EOY | $1,158,454 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,989 | BOYAmt |
| EOY | $694 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,066 | BOYAmt |
| EOY | $7,411 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $104,331 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $87,548 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,075 | BOYAmt |
| EOY | $16,783 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $964,783 | BOYAmt |
| EOY | $913,887 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $153,748 | BOYAmt |
| EOY | $629,706 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,059,011 | BOYAmt |
| EOY | $3,007,116 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $152,943 | BOYAmt |
| EOY | $233,433 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $295,226 | BOYAmt |
| EOY | $278,941 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,745 | BOYAmt |
| EOY | $532,738 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $637,914 | BOYAmt |
| EOY | $1,045,112 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,281,483 | BOYAmt |
| EOY | $1,523,261 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,592 | BOYAmt |
| EOY | $412,721 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,022 | BOYAmt |
| EOY | $26,022 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,421,097 | BOYAmt |
| EOY | $1,962,004 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,059,011 | BOYAmt |
| EOY | $3,007,116 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$335,820 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$27,557 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$95,716 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,398,930 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,396,226 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,318,034 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,441,583 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,575,120 | CurrentTaxYearAmt |
| Total | $22,129,893 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,398,930 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,396,226 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,318,034 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,441,583 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,575,120 | CurrentTaxYearAmt |
| Total | $22,129,893 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $22,129,893 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $79,391 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $61,218 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,240 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $46,067 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $62,759 | CurrentTaxYearAmt |
| Total | $306,675 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $56,245 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $19,289 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,259 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,524 | CurrentTaxYearAmt |
| Total | $106,317 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $22,542,885 | TotalSupportAmt |
| Public Support CY170 | 0.98170 | PublicSupportCY170Pct |
| Public Support PY170 | 0.98720 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,081,893 | BeginningYearBalanceAmt |
| Contributions | $11,642 | ContributionsAmt |
| Investment Earnings Or Losses | $18,432 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,111,967 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $921,067 | BeginningYearBalanceAmt |
| Contributions | $6,397 | ContributionsAmt |
| Investment Earnings Or Losses | $154,069 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $1,081,893 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $817,406 | BeginningYearBalanceAmt |
| Contributions | $14,347 | ContributionsAmt |
| Investment Earnings Or Losses | $89,314 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $921,067 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $793,440 | BeginningYearBalanceAmt |
| Contributions | $38,521 | ContributionsAmt |
| Investment Earnings Or Losses | -$14,555 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $817,406 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $612,660 | BeginningYearBalanceAmt |
| Contributions | $30,790 | ContributionsAmt |
| Investment Earnings Or Losses | $149,990 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $793,440 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.97660 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.02340 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $104,331 | OtherCostOrOtherBasisAmt |
| Depreciation | $87,548 | DepreciationAmt |
| Book Value | $16,783 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $16,783 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN ASSETS HELD BY FDN | $155,313 |
| DUE TO AFFILIATE | $474,393 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $629,706 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DESIGNATIONS PAYABLE | $87,073 |
| DUE TO SERVICE PROVIDERS | $143,076 |
| CAPITAL LEASE | $302,589 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $532,738 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,924,560 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$27,557 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $25,983 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $6,128 | OtherRevenueAmt |
| Revenue Not Reported | $4,554 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,920,006 | RevenueSubtotalAmt |
| Other Revenues Not Included | $1,811,426 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,811,426 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,731,432 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,383,651 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $25,983 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $6,128 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $32,111 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,351,540 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,715,712 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,715,712 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,067,252 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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: | UNITED WAY OF GREATER MERCER COUNTY 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 STATEMENT 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 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES 11,183. INTEREST EXPENSE -5,055. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATIONS 1,715,712. PROVISION FOR UNCOLLECTIBLE PLEDGE 95,714. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENTS EXPENSES 11,183. INTEREST EXPENSE -5,055. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DONOR DESIGNATIONS 1,715,712. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | AWARDS COMMUNITY CELEBRATION | Event1Nm |
| Gross Receipts Event1 | $2,800 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $0 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $2,800 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $6,979 | OtherDirectExpensesEvent1Amt |
| Event2 | FLAVORS OF FALL LUNCHEON | Event2Nm |
| Gross Receipts Event2 | $5,195 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $2,120 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $3,075 | GrossRevenueEvent2Amt |
| Other Direct Expenses Event2 | $1,510 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 9 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $10,713 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $9,095 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $1,618 | GrossRevenueOtherEventsAmt |
| Oth Direct Expnss Other Events | $2,694 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $18,708 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $11,215 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $7,493 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $11,183 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $11,183 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$3,690 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (15 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS | |||||||
| 707 ALEXANDER ROAD | PRINCETON | NJ | 08540 | 530196605 | 501C3 | $10,390 | DONOR DESIGNATION |
| AMERICAN RESPONSE TECHNOLOGIES INC (MED CARE ALERT) | |||||||
| 43422 WEST OAKS DR STE 186 | NOVI | MI | 48377 | 000000000 | $15,271 | UNITED AGING & DISABILITY PROGRAM GRANT | |
| CAMP FIRE NJ | |||||||
| 535 EAST FRANKLIN ST | TRENTON | NJ | 08610 | 210646544 | 501C3 | $33,000 | EDUCATION |
| MOM'S MEALS ( PUR FOODS LLC) | |||||||
| 3210 SE 72ND STREET | ANKENY | IA | 50021 | 111111111 | $43,295 | UNITED AGING & DISABILITY PROGRAM GRANT | |
| GREATER MERCER TMARIDE PROVIDE | |||||||
| 15 ROSZEL SOUTH | PRINCETON | NJ | 08540 | 510588324 | 501C3 | $31,268 | UNITED AGING & DISABILITY PROGRAM GRANT |
| GREENWOOD HOUSE | |||||||
| 53 WALTERS STREET | EWING | NJ | 08628 | 222358393 | 501C3 | $140,347 | UNITED AGING & DISABILITY PROGRAM GRANT |
| HOMEFRONT | |||||||
| 1880 PRINCETON AVENUE | LAWRENCEVILLE | NJ | 08648 | 223165145 | 501C3 | $7,796 | DONOR DESIGNATION |
| INTERFAITH CAREGIVERS OF GREATER MERCER COUNTY | |||||||
| 3635 QUAKERBRIDGE ROAD | HAMILTON | NJ | 08619 | 223312846 | 501C3 | $40,683 | UNITED AGING & DISABILITY PROGRAM GRANT |
| JEWISH FAMILY & CHILDREN'S SERVICES OF GREATER MERCER COUNTY | |||||||
| 707 ALEXANDER ROAD | PRINCETON | NJ | 08542 | 210634563 | 501C3 | $101,623 | UNITED AGING & DISABILITY PROGRAM GRANT |
| MEALS ON WHEELS OF TRENTON & EWING | |||||||
| 180 EWINGVILLE ROAD | EWING | NJ | 08638 | 221990231 | 501C3 | $27,586 | UNITED AGING & DISABILITY PROGRAM GRANT |
| MOUNT CARMEL GUILD | |||||||
| 73 NORTH CLINTON AVENUE | TRENTON | NJ | 08609 | 210675183 | 501C3 | $28,202 | UNITED AGING & DISABILITY PROGRAM GRANT |
| NJ 2-1-1 PARTNERSHIP | |||||||
| 114 ALGONQUIN PARKWAY | WHIPPANY | NJ | 07981 | 371446108 | 501C3 | $39,989 | INFORMATION & REFERRAL |
| PRINCETON BLAIRSTOWN CENTER | |||||||
| 350 ALEXANDER STREET | PRINCETON | NJ | 08540 | 226075381 | 501C3 | $20,000 | UNITED YOUTH MENTORLINK PROGRAM GRANT |
| WARRIOR EVENTS | |||||||
| 586 BELLERIVE ROAD STE 2D | ANNAPOLIS | MD | 21409 | 452692169 | 501C3 | $10,916 | DONOR DESIGNATION |
| WOMANSPACE INC | |||||||
| 1530 BRUNSWICK AVENUE | LAWRENCEVILLE | NJ | 08648 | 222172522 | 501C3 | $5,158 | DONOR DESIGNATION |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HERBERT KLEIN III | PersonNm |
| Title | PRESIDENT & CEO | TitleTxt |
| Base Compensation Filing Org | $148,328 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $15,555 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $163,883 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 11 | 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 XI, LINE 9: | UNCOLLECTIBLE PLEDGES -95,716. |
| 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLLABORATION SCIENCES INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3150 BRUNSWICK PIKE STE 300 | AddressLine1Txt |
| City | LAWRENCEVILLE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08648 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473250984 | EIN |
| Primary Activities | MEMBERSHIP ORGANIZATION | PrimaryActivitiesTxt |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(4) | ExemptCodeSectionTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF GREATER MERCER COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLLABORATION SCIENCES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | $474,393 | InvolvedAmt |