2023-12-14T10:37:04-06:00 2023-06-30 812950760 SAX LLP 389 INTERPACE PARKWAY STE 3 PARSIPPANY NJ 07054 990 2022-07-01 221487247 UNITED WAY OF NORTHERN NEW JERSEY INC UNIT 9739931160 222 RIDGEDALE AVENUE CEDAR KNOLLS NJ 07927 KIRAN HANDA GAUDIOSO CEO 9739931160 2023-12-14 1 KIRAN HANDA GAUDIOSO 999009999 0 MARQUS WHITE P00053187 9734726250 2023-12-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KIRAN HANDA GAUDIOSO 222 RIDGEDALE AVENUE CEDAR KNOLLS NJ 07927 9371977 0 X WWW.UNITEDWAYNNJ.ORG X 1950 NJ OUR UNITED WAY BELIEVES THAT SECURING RACIAL AND ECONOMIC EQUITY FOR ALICE IMPROVES LIFE FOR ALL. 23 23 45 4280 0 0 8854098 8871426 0 0 1747156 54811 -110516 -132675 10490738 8793562 2859265 2784044 0 0 4629693 5145490 0 0 2310963 1931706 1730797 9420664 9660331 1070074 -866769 17018206 19734995 3703619 5957449 13314587 13777546 X AT THIS UNITED WAY, WE BELIEVE THAT BY SECURING RACIAL AND ECONOMIC EQUITY FOR ALICE WE CAN IMPROVE LIFE FOR ALL. WE MOBILIZE THE CARING POWER OF COMMUNITIES TO ADVANCE THIS COMMON GOOD. WE IMPROVE LIVES AND COMMUNITY CONDITIONS BY ASSESSING NEEDS, DEVELOPING SOLUTIONS, RAISING FUNDS, CONVENING PARTNERS AND MOBILIZING CITIZENS TO ACT. 0 0 3112309 UNITED IN CARE TO SUPPORT THE WORKING ALICE POPULATION IN THE EXTENDED COVID-19 PANDEMIC AND THE PROJECTED LONG-TERM ECONOMIC RECOVERY, UNITED WAY OF NORTHERN NEW JERSEY WAS IDENTIFIED AS A LEAD PARTNER FOR A FOUR-YEAR PILOT PROJECT TO DIRECTLY ADDRESS THE STRUCTURAL DEFICIENCIES WITHIN THE CHILD CARE SYSTEM. THIS PILOT IS SEEKING TO REVERSE CHILD CARE DESERTS IN FOUR REGIONS ACROSS NEW JERSEY, INCREASING THE AVAILABILITY OF QUALITY, AFFORDABLE CHILD CARE AND EARLY CHILDHOOD EDUCATION OPPORTUNITIES FOR WORKING FAMILIES. TO ACCOMPLISH THIS, UNITED IN CARE IS CREATING SHARED SERVICE ALLIANCES THAT PAIR TWO PREVIOUSLY DISCONNECTED PILLARS OF THE CHILD CARE SYSTEM HIGHLY RATED CENTERS AND LOCAL FAMILY CHILD CARE PROVIDERS TO EXPAND CAPACITY, LEVERAGE A COLLECTIVE EXPERTISE, AND SHARE CRITICAL RESOURCES. THIS DATA-DRIVEN PILOT IS MEASURING KEY PERFORMANCE INDICATORS GATHERED THROUGH FEEDBACK FROM THE PARTICIPATING FAMILIES, CENTERS AND PROVIDERS AND ANALYZED BY EXPERTS. METRICS, DASHBOARDS, AND EVALUATION TOOLS ARE THE BEDROCK FOR UNITED IN CARE'S EVOLUTION AND CONTINUED IMPROVEMENT. THIS PILOT HAS THE POTENTIAL TO BECOME A NATIONAL MODEL BY TRANSFORMING THIS SECTOR, PROMOTING QUALITY CHILD CARE AND EARLY EDUCATION, AND SUPPORTING ECONOMIC OPPORTUNITIES FOR WORKING PARENTS AND EARLY EDUCATION PROFESSIONALS. 1138614 UNITED FOR ALICEUNITED FOR ALICE IS DRIVING INNOVATION, RESEARCH AND ACTION TO IMPROVE LIFE ACROSS THE COUNTRY FOR ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED) AND FOR ALL. THROUGH THE DEVELOPMENT OF THE ALICE MEASUREMENTS, A COMPREHENSIVE, UNBIASED PICTURE OF FINANCIAL HARDSHIP HAS EMERGED. HARNESSING THIS DATA AND RESEARCH ON THE MISMATCH BETWEEN LOW-PAYING JOBS AND THE COST OF SURVIVAL, ALICE PARTNERS CONVENE, ADVOCATE AND COLLABORATE ON SOLUTIONS THAT PROMOTE FINANCIAL STABILITY AT LOCAL, STATE AND NATIONAL LEVELS. THIS GRASSROOTS ALICE MOVEMENT, LED BY UNITED WAY OF NORTHERN NEW JERSEY, HAS SPREAD TO 28 STATES AND INCLUDES UNITED WAYS, CORPORATIONS, NONPROFITS AND FOUNDATIONS. 1217457 457914 BUILDING SAVINGS, CAREERS AND STABILITY WE BELIEVE THAT PUTTING IN A HARD DAY'S WORK SHOULD MEAN THAT ALICE WORKERS CAN AFFORD BASIC BILLS AND SET ASIDE SAVINGS TO SUPPORT THEIR FAMILIES ON GOOD DAYS AND BAD. MORE THAN ONE-THIRD OF NORTHERN NEW JERSEY HOUSEHOLDS ARE IN POVERTY OR WALK A FINANCIAL TIGHTROPE , UNABLE TO MEET EXPENSES, DEAL WITH UNEXPECTED HARDSHIPS, AND SAVE FOR THE FUTURE. OUR TAX PREPARATION PROGRAM ENSURES OUR CLIENTS RECEIVE FREE IRS-QUALIFIED TAX PREPARATION DURING TAX FILING SEASON, THOSE WITHOUT SUFFICIENT KNOWLEDGE OF TAX LAWS OR THE RESOURCES TO HIRE A TAX PREPARER CAN BE AT A DISADVANTAGE. INDIVIDUALS AND FAMILIES MIGHT MISS OUT ON PROGRAMS, CREDITS AND DEDUCTIONS THAT COULD HELP LOWER THEIR TAX LIABILITY OR RESULT IN A REFUND THAT COULD HELP PAY DOWN BILLS OR CREATE SAVINGS FOR FUTURE EMERGENCIES. WE ENSURE ALL APPROPRIATE DEDUCTIONS AND CREDITS ARE CLAIMED TO MAXIMIZE REFUNDS. 1054708 2326130 ALICE @ WORK EXPENSES: $_601,584_ INCLUDING GRANTS OF: $__UNITED FOR ALICE@WORK COLLABORATES WITH PARTNERS AND EMPLOYERS NATIONWIDE TO DEVELOP AND AMPLIFY SOLUTIONS TO HELP ALICE WORKERS RISE IN THE WORKPLACE. BY EMPOWERING CORPORATIONS TO INVEST IN THEIR EMPLOYEES, WE AIM TO BRIDGE THE GAPS KEEPING ALICE WORKERS FROM ACHIEVING FINANCIAL STABILITY. ALICE@WORK OFFERS BUSINESS LEADERS AND HR PROFESSIONALS A RANGE OF VIRTUAL AND IN-PERSON TRAININGS, ONLINE TOOLS AND RESOURCES, AND A DATABASE OF BEST PRACTICES. BY UNDERSTANDING THE CHALLENGES FACING ALICE HOUSEHOLDS, EMPLOYERS CAN HELP CREATE AN EQUITABLE WORKPLACE THAT BOOSTS ALICE AND ENCOURAGES PRODUCTIVITY AND REDUCED TURNOVER. PANDEMIC RESPONSE: ALICE RECOVERY EXPENSES: $ 99,771_ INCLUDING GRANTS OF: $ _86,956THE ALICE RECOVERY FUND WAS ESTABLISHED IN PARTNERSHIP WITH UNITED WAY OF HUNTERDON COUNTY TO ADDRESS EMERGING NEEDS OF ALICE HOUSEHOLDS AND THOSE IN POVERTY IN RESPONSE TO THE COVID-19 PANDEMIC. THE STATE OF EMERGENCY CREATED BY THE SPREAD OF THE CORONAVIRUS EXPOSED CRITICAL SHORTCOMINGS IN OUR ECONOMY, HEALTH CARE SYSTEM, AND PUBLIC EDUCATION. WE WORKED CLOSELY WITH COMMUNITY AND GOVERNMENT PARTNERS TO IDENTIFY AND ADDRESS AREAS OF CONCERN THROUGHOUT OUR FOOTPRINT VIA A MULTI-PHASE APPROACH DEVELOPED AROUND OUR ANCHOR INITIATIVES. SINCE INCEPTION, WE HAVE PAID OUT OVER $1,506,000 TO INDIVIDUALS AND NONPROFIT PARTNERS. GENERAL COMMUNITY SUPPORTS EXPENSES: $ _353,353_ INCLUDING GRANTS OF: $ _ UNITED WAY OF NORTHERN NEW JERSEY IS WORKING TOWARD A FUTURE WHERE ESSENTIAL WORKERS CAN AFFORD TO SAVE FOR AN EMERGENCY, ACCESS QUALITY CARE FOR VULNERABLE FAMILY MEMBERS, AND BENEFIT FROM AN EQUITABLE WORKPLACE. TOO MANY OF THESE WORKERS CANNOT MAKE ENDS MEET; THEY ARE ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED). ALICE IS OUR NEIGHBOR, FAMILY MEMBER, AND FRIEND WHO FACES CHOOSING BETWEEN QUALITY CHILD CARE AND RENT OR MEDICATIONS AND FOOD. THIS UNITED WAY AND OUR UNITED FOR ALICE RESEARCH ARM ARE THE CRITICAL ENGINES FUELING A MOVEMENT THAT'S DRIVING MEANINGFUL CHANGE FOR ALICE FAMILIES. WE ARE ACHIEVING THIS LOCALLY AND ACROSS THE COUNTRY THROUGH UNBIASED INSIGHTS, INNOVATIVE SOLUTIONS, AND ON THE GROUND IMPACT. WE SHOW UP FOR ALICE BY: UNEARTHING DATA-DRIVEN RACIAL AND ECONOMIC INEQUITIES AT THE NATIONAL, STATE, AND LOCAL LEVELS, EQUIPPING PARTNERS IN 28 STATES TO ADVOCATE, EDUCATE, AND CHAMPION CHANGE RAISING ALICE'S PUBLIC PROFILE BY AMPLIFYING ALICE VOICES IN THE NEWS, AT EVENTS, AND ON SOCIAL MEDIA ACROSS THE U.S. GROWING THE AVAILABILITY OF QUALITY, AFFORDABLE CHILD CARE IN NEW JERSEY PARTNERING WITH EMPLOYERS TO DEVELOP VITAL WORKPLACE SUPPORTS IN NEW JERSEY DELIVERING A FINANCIAL BOOST THROUGH FREE TAX PREPARATION TO 5,000 NEW JERSEY ALICE FAMILIES LENDING A HAND BY COLLECTING SCHOOL SUPPLIES, STOCKING PANTRIES, AND DISTRIBUTING HOLIDAY GIFTS TO THOUSANDS OF NEW JERSEY FAMILIES 1054708 2326130 6523088 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 84 0 1 45 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X X KIRAN HANDA GAUDIOSO 9739931160 222 RIDGEDALE AVENUE CEDAR KNOLLS NJ 07927 KEITH D BARRACK BOARD CHAIR 1.00 X X 0 0 0 LAMONT BRYANT VICE CHAIR 1.00 X X 0 0 0 NICHOLAS LORDI BOARD TREASURER 1.00 X X 0 0 0 SARAH LECHNER BOARD SECRETARY 1.00 X X 0 0 0 AYO BADEJO BOARD MEMBER 1.00 X 0 0 0 SUSANNE D BROWN BOARD MEMBER 1.00 X 0 0 0 JACKLYN DIMITRIOU BOARD MEMBER 1.00 X 0 0 0 BRYAN EVANS BOARD MEMBER 1.00 X 0 0 0 KEN FINNERTY BOARD MEMBER 1.00 X 0 0 0 JAN BROWN HELGESON BOARD MEMBER 1.00 X 0 0 0 MEGHAN HUNSCHER BOARD MEMBER 1.00 X 0 0 0 JILLIAN KENNEDY BOARD MEMBER 1.00 X 0 0 0 STEVEN MAGEE BOARD MEMBER 1.00 X 0 0 0 HIMA RAJU BOARD MEMBER 1.00 X 0 0 0 EDNAN RIZVI BOARD MEMBER 1.00 X 0 0 0 MARK ROMANSKI BOARD MEMBER 1.00 X 0 0 0 LAUREN BARRA ROURKE BOARD MEMBER 1.00 X 0 0 0 PETER SCHLICKSUP BOARD MEMBER 1.00 X 0 0 0 ARDAMAN SINGH BOARD MEMBER 1.00 X 0 0 0 MARIANNE SZAWALUK BOARD MEMBER 1.00 X 0 0 0 VANESSA TRESPALACIOS BOARD MEMBER 1.00 X 0 0 0 BENJAMIN WEISMAN BOARD MEMBER 1.00 X 0 0 0 CYNTHIA CHIARELLA FORMER BOARD CHAIR 1.00 X 0 0 0 TIMOTHY GREINER BOARD MEMBER 1.00 X 0 0 0 ZACH RUBIN BOARD MEMBER 1.00 X 0 0 0 KIRAN HANDA GAUDIOSO CEO 35.00 X 201605 0 20509 THERESA LEAMY CEIO 35.00 X 157602 0 16109 JAMES PADRES CXO 35.00 X 146527 0 15002 BONNIE O'NEILL CFO 35.00 X 120579 0 30620 SIMONE GAGERNON COO 35.00 X 140332 0 14255 GEORGE XUEREB SR. VP 35.00 X 122234 0 32808 STEPHANIE HOOPES DIRECTOR, UNITED FOR ALICE 35.00 X 137195 0 38762 MICHELLE ROERS SR. VP 35.00 X 105595 0 35458 1131669 0 203523 8 0 1 0 0 30394 793039 8047993 309815 8871426 292124 292124 237313 -237313 -237313 -237313 206172 793039 341102 -134930 -134930 MISCELLANEOUS 900099 2255 2255 2255 8793562 2255 0 -80119 2782044 2782044 2000 2000 222331 177865 44466 3494773 1622119 530056 1342598 1099153 523000 119499 456654 329233 181078 39508 108647 69475 38212 8337 22926 47456 18696 43 28717 46864 17434 3468 25962 60407 44150 4221 12036 14311 5228 148 8935 56327 41182 2238 12907 149893 80374 18109 51410 82966 52697 8072 22197 33839 18611 4061 11167 20793 11436 2495 6862 PROFESSIONAL FEES 973429 833410 27781 112238 EQUIPMENT MAINTENANCE A 98653 42987 9617 46049 SUPPLIES 49756 21143 2441 26172 MEMBERSHIPS AND SUBSCRI 9533 5518 951 3064 17095 3904 769 12422 9660331 6523088 826280 2310963 4178895 5346727 272299 155753 341442 604074 20272 13897 218478 181274 61716 37204 12141582 13575340 2000 2000 17018206 19734995 445756 452457 13692 7090 3244171 5497902 3703619 5957449 X 11416777 11756090 1897810 2021456 13314587 13777546 17018206 19734995 X -866769 1366975 -37247 X X 0 1 X 1 0 X 6625790 8503603 17218894 8854098 8871426 50073811 6625790 8503603 17218894 8854098 8871426 50073811 581660 49492151 570412 244621 56736 220785 292124 1384678 51458489 0.96180 0.96780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1817378 206251 67194 1956435 2209084 -298943 92763 1817378 1939867 487460 218243 2209084 2057591 -59483 58241 1939867 2023481 89924 55814 2057591 0.42000 0.58000 0 0 209556 172352 37204 8922 8922 0 37204 X 9230600 1366975 133836 1500811 7729789 69474 994299 1063773 8793562 8767641 133836 133836 8633805 69474 957052 1026526 9660331 PART V, LINE 4: UNITED WAY OF NORTHERN NEW JERSEY'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE ORGANIZATION TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA ("GAAP"), NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE ORGANIZATION TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR IMPOSED RESTRICTIONS. INTERPRETATION OF RELEVANT LAW: THE ORGANIZATION HAS INTERPRETED THE NEW JERSEY UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT ("NJUPMIFA") AS REQUIRING THE PRESERVATIONS OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, UNITED WAY OF NORTHERN NEW JERSEY CLASSIFIES AS NET ASSETS WITH DONOR RESTRICTIONS (A) THE ORIGINAL VALUE OF THE GIFTS DONATED TO THE ENDOWMENT IN PERPETUITY: (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE ENDOWMENT IN PERPETUITY; AND (C) ACCUMULATIONS TO THE ENDOWMENT IN PERPETUITY MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED AS ENDOWMENT IN PERPETUITY IS CLASSIFIED AS ENDOWMENT SUBJECT TO APPROPRIATION AND EXPENDITURE WHEN A PARTICULAR EVENT OCCURS; OR ENDOWMENT SUBJECT TO SPENDING POLICY AND APPROPRIATION, UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY UNITED WAY OF NORTHERN NEW JERSEY IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY NJUPMIFA. IN ACCORDANCE WITH NJUPMIFA, UNITED WAY OF NORTHERN NEW JERSEY CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR RESTRICTED ENDOWMENT FUNDS. 1. THE DURATION AND PRESERVATION OF THE FUND. 2. THE PURPOSES OF UNITED WAY OF NORTHERN NEW JERSEY AND THE DONOR RESTRICTED ENDOWMENT FUND. 3. GENERAL ECONOMIC CONDITIONS. 4. THE POSSIBLE EFFECT OF INFLATION AND DEFLATION. 5. THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS. 6. OTHER RESOURCES OF UNITED WAY OF NORTHERN NEW JERSEY. 7. THE INVESTMENT POLICIES OF UNITED WAY OF NORTHERN NEW JERSEY. SPENDING POLICY AND HOW THE INVESTMENT OBJECTIVES RELATED TO SPENDING POLICY: UNITED WAY OF NORTHERN NEW JERSEY HAS AN ANNUAL ENDOWMENT SPENDING POLICY THAT IS SPECIFICALLY DESIGNED TO ASSIST IN FUNDING ANNUAL PROGRAMMING OBJECTIVES AND TO PRESERVE THE VALUE OF THE INVESTMENT PORTFOLIO OVER TIME. FOR THE GENERAL ENDOWMENT FUND, THE SPENDING POLICY IS BETWEEN 5% AND 6% OF THE FUND VALUE AVERAGED OVER THE PRECEDING FIVE YEAR PERIOD AS OF DECEMBER 31 OF THAT PERIOD. IN ESTABLISHING THIS POLICY, UNITED WAY OF NORTHERN NEW JERSEY CONSIDERED THE LONG TERM EXPECTED RETURN ON ITS ENDOWMENT. ACCORDINGLY, OVER THE LONG TERM, UNITED WAY OF NORTHERN NEW JERSEY EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO GROW AND MAINTAIN ITS VALUE TO SUPPORT OPERATIONS IN THE FUTURE. TO MEET THESE OBJECTIVES, UNITED WAY OF NORTHERN NEW JERSEY UTILIZES A TOTAL RETURN INVESTMENT APPROACH WHICH EMPHASIZES TOTAL INVESTMENT RETURN, CONSISTING OF INVESTMENT INCOME AND REALIZED AND UNREALIZED GAINS OR LOSSES AND, ACCORDINGLY, INVESTS IN EQUITIES, FIXED INCOME, AND MONEY MARKET ACCOUNTS. FOR THE DONOR RESTRICTED ENDOWMENT FUNDS, THERE ARE A RANGE OF SEPARATE FUNDS WHICH HAVE DONOR IMPOSED RESTRICTIONS AS TO TIME AND PURPOSE, AS WELL AS VARYING VALUATION DATES AND FORMULAS FOR THE CALCULATION OF SAME. PART X, LINE 2: INCOME TAXES UNITED WAY OF NORTHERN NEW JERSEY 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 STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS. THE FINANCIAL ACCOUNTING STANDARDS BOARD ISSUED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 133,836. PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUE SHARING THAT WAS SHOWN NET OF CONTRIBUTIONS 957,052. ALLOWANCE FOR UNCOLLECTABLES 11,118. PRIOR YEAR CAMPAIGN COLLECTIONS 26,129. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 133,836. PART XII, LINE 4B - OTHER ADJUSTMENTS: REVENUE SHARING THAT WAS SHOWN NET OF CONTRIBUTIONS 957,052. HELP FOR CHILDREN GOLF 285767 180017 105750 2000 105751 86430 CRE AWARDS LUNCHEON 369741 326234 43507 43506 27168 4 343703 286788 56915 1625 58009 16613 999211 793039 206172 3625 207266 130211 341102 -134930 0 DOWN THE BLOCK PO BOX 7 SHORT HILLS NJ 07078 300526365 501C3 20000 0 FUNDED PARTNER DISTRIBUTION UNITED WAY OF CENTRAL JERSEY INC 32 FORD AVENUE MILLTOWN NJ 08850 221520408 501C3 72844 0 FUNDED PARTNER DISTRIBUTION UNITED WAY OF PASSAIC COUNTY 301 MAIN STREET PATERSON NJ 07505 226070498 501C3 33994 0 FUNDED PARTNER DISTRIBUTION PARSIPPANY CHILD DAY CARE CENTER 300 BALDWIN ROAD PARSIPPANY NJ 07054 221864906 501C3 115235 0 FUNDED PARTNER DISTRIBUTION UNITED WAY OF HUNTERDON COUNTY 4 WALTER FORAN BLVD FLEMINGTON NJ 08822 222431065 501C3 73164 0 FUNDED PARTNER DISTRIBUTION UNITED WAY OF GREATER MERCER COUNTY INC 3150 BRUNSWICK PKE SUITE 230 LAWRENCEVILLE NJ 08648 210683073 501C3 63185 0 FUNDED PARTNER DISTRIBUTION AGAPE HOUSE OF WORSHIP 239 EAST 1ST AVENUE ROSELLE NJ 07203 203670057 501C3 6507 0 FUNDED PARTNER DISTRIBUTION BUSY PLACE EARLY LEARNING CENTER 444 CENTRAL AVENUE JERSEY CITY NJ 07307 061646648 501C3 138687 0 FUNDED PARTNER DISTRIBUTION CAMPAIGN FOR WORKING FAMILIES 1415 N BROAD STREET SUITE 221-A PHILADELPHIA PA 19122 475617041 501C3 48562 0 FUNDED PARTNER DISTRIBUTION CATHOLIC CHARITIES 288 RUES LANE EAST BRUNSWICK NJ 08816 222423496 501C3 6000 0 FUNDED PARTNER DISTRIBUTION CHILD & FAMILY RESOURCES 111 HOWARD BLVD SUITE 104 MT ARLINGTON NJ 07856 221985526 501C3 50045 0 FUNDED PARTNER DISTRIBUTION GLASSBORO CHILD DEVELOPMENT CENTERS 31 SOUTH MAIN STREET GLASSBORO NJ 08028 221910475 501C3 160184 0 FUNDED PARTNER DISTRIBUTION HOPES COMMUNITY ACTION PARTNERSHIP 301 GARDEN STREET HOBOKEN NJ 07030 221801849 501C3 39425 0 FUNDED PARTNER DISTRIBUTION LITTLE WONDERS CC CENTER 5 WARNE WAY WASHINGTON NJ 07882 453755016 501C3 40382 0 FUNDED PARTNER DISTRIBUTION CITIZEN ACTION OF NEW JERSEY 625 BROAD ST SUITE 270 NEWARK NJ 07102 222395222 501C3 98348 0 FUNDED PARTNER DISTRIBUTION NORWESCAP 350 MARSHALL ST PHILLIPSBURG NJ 08865 221777156 501C3 83582 0 FUNDED PARTNER DISTRIBUTION PRINCETON ELKS CHARITABLE TRUST INC PO BOX 217 BLAUENBURG NJ 08504 452029696 501C3 16382 0 FUNDED PARTNER DISTRIBUTION UNITED METHODISTS OF GREATER NEW JERSEY 205 JUMPING BROOK RD NEPTUNE NJ 07753 223302755 501C3 24574 0 FUNDED PARTNER DISTRIBUTION UNITED WAY OF GREATER NEWARK 50 PARK PLACE STE 1025 NEWARK NJ 07102 226069078 501C3 29137 0 FUNDED PARTNER DISTRIBUTION VOLUNTEER CENTER OF BERGEN COUNTY INC 64 PASSAIC ST HACKENSACK NJ 07601 221821282 501C3 9712 0 FUNDED PARTNER DISTRIBUTION SCHEDULE I, PAGE 1, PART II UNITED WAY OF NORTHERN NEW JERSEY MANAGES CAMPAIGNS FOR CORPORATIONS WHO CHOSE TO DISTRIBUTE MONIES RAISED FOR CHARITABLE PURPOSES DIRECTLY TO THE RECIPIENT ORGANIZATIONS. FOR THE FISCAL YEAR ENDING JUNE 30, 2023, APPROXIMATELY $957K WAS DISTRIBUTED DIRECTLY. THE ORGANIZATION HAS NOT BEEN PROVIDED WITH THE DETAIL OF THE DONATIONS PAID DIRECTLY TO THE RECIPIENT DUE TO DONATION PRIVACY LAWS. X X X 0 0 0 0 0 0 0 0 0 KIRAN HANDA GAUDIOSO CEO 201605 0 0 0 0 0 20160 0 349 0 222114 0 0 0 THERESA LEAMY CEIO 157602 0 0 0 0 0 15760 0 349 0 173711 0 0 0 JAMES PADRES CXO 146527 0 0 0 0 0 14653 0 349 0 161529 0 0 0 BONNIE O'NEILL CFO 120579 0 0 0 0 0 12058 0 18562 0 151199 0 0 0 SIMONE GAGERNON COO 140332 0 0 0 0 0 14033 0 222 0 154587 0 0 0 GEORGE XUEREB SR. VP 122234 0 0 0 0 0 12223 0 20585 0 155042 0 0 0 STEPHANIE HOOPES DIRECTOR, UNITED FOR ALICE 137195 0 0 0 0 0 13719 0 25043 0 175957 0 0 0 X HOLIDAY GIFTS 0 140175 FMV X PLAYGROUND EQUIPMENT 0 90000 FMV X SCHOOL SUPPLIES 0 72140 FMV X PERSONAL CARE PRODUCTS 0 7200 FMV X PROGRAM SUPPLIES FOR CHILDCARE CENTERS 0 300 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B REVIEWED BY THE AUDIT COMMITTEE, WHICH IS COMPRISED OF BOARD MEMBERS AND COMMUNITY VOLUNTEERS. THE DRAFT FORM 990 IS CIRCULATED VIA E-MAIL TO THE AUDIT COMMITTEE FOR REVIEW, WHERE FORM 990 IS FINALIZED, SIGNED AND FILED WITH THE IRS. AFTER FILING, THE 990 IS MADE AVAILABLE TO THE BOARD AND THE PUBLIC TO VIEW. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO REVIEW AND SIGN THE CODE OF ETHICS AND CONFLICT OF INTEREST POLICY. THIS COMPREHENSIVE DOCUMENT OUTLINES ALL PARAMETERS UNDER WHICH BOARD MEMBERS SHOULD ACT. IT IS INTENDED TO SERVE THE BEST INTERESTS OF THE ORGANIZATION. IN ADDITION TO THE SELF-GOVERNING PURPOSE OF THE DOCUMENT, MATTERS WHICH COME TO THE ATTENTION OF THE BOARD OR MANAGEMENT AT UNITED WAY OF NORTHERN NEW JERSEY THAT MAY BE IN CONFLICT WITH THE GUIDING PRINCIPLES ARE REVIEWED AND DISCUSSED AT GOVERNANCE COMMITTEE TO DETERMINE WHETHER FURTHER ACTION NEEDS TO BE TAKEN. FORM 990, PART VI, SECTION B, LINE 15 ON AN ANNUAL BASIS, THE CEO EVALUATION AND COMPENSATION COMMITTEE CONDUCTS A PERFORMANCE REVIEW OF THE CEO. THE CEO EVALUATION AND COMPENSATION COMMITTEE IS CHARGED WITH REVIEWING PERFORMANCE AGAINST DESIRED METRICS, DISCUSSING THE RESULTS WITH THE CEO AND REPORTING THE RESULTS TO THE BOARD. IF AN INCREASE IN COMPENSATION IS WARRANTED, THE CEO EVALUATION AND COMPENSATION COMMITTEE REVIEWS COMPARABLE DATA FROM OTHER SIMILAR SCOPED NON PROFIT ORGANIZATIONS AS WELL AS DATA FROM NATIONAL LABOR DATABASES. THE INCREASE IN COMPENSATION IS PROPOSED AND APPROVED AT BOARD LEVEL. DOCUMENTATION OF THE PROCESS IS MAINTAINED IN THE HR FILES. ON AN ANNUAL BASIS, ALL STAFF, INCLUDING SENIOR AND KEY STAFF, UNDERGO A PERFORMANCE REVIEW BY THE CEO AND WHERE APPROPRIATE, COMMITTEE MEMBERS. THEIR PERFORMANCE IS MEASURED AGAINST DESIRED OUTCOMES, RESULTS ARE DISCUSSED WITH THEM. IF AN INCREASE IN COMPENSATION IS WARRANTED, THE CEO WILL REVIEW DATA FROM COMPARABLE NON PROFIT ORGANIZATIONS AS WELL AS DATA FROM NATIONAL LABOR DATABASES. THE INCREASE IN COMPENSATION IS APPROVED BY THE CEO. DOCUMENTATION OF THE PROCESS IS MAINTAINED IN THE HR FILES. FORM 990, PART VI, SECTION C, LINE 19 THE INFORMATION IS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ALLOWANCE FOR UNCOLLECTABLES -11,118. PRIOR YEAR CAMPAIGN COLLECTIONS -26,129. FORM 990 PAGE 12 PART XII LINE 2C THE ORGANIZATION HAS AN AUDIT COMMITTEE WHICH IS A COMMITTEE OF THE BOARD. IT IS RESPONSIBLE FOR THE REVIEW OF THE AUDITED FINANCIAL STATEMENTS AND 990 RETURN.