2024-10-30T14:09:15-04:00 2023-08-31 223299874 BKC CPAS PC 39 STATE ROUTE 12 STE 2 FLEMINGTON NJ 08822 990 2022-09-01 222431065 UNITED WAY OF HUNTERDON COUNTY UNIT 9087823414 4 WALTER FORAN BLVD SUITE 401 FLEMINGTON NJ 08822 JENNIFER THOMPSON MSW CEO 9087823414 2024-10-24 true false MICHAEL A HOLK CPA P01315390 9087827900 2024-10-24 2022 2024-10-15 13:58:12Z X JENNIFER THOMPSON MSW 1136161 false X WWW.UWHUNTERDON.ORG X 1982 NJ TO BRING PEOPLE AND RESOURCES TOGETHER TO IMPROVE LIVES AND CONDITIONS AND TO ADVANCE THE COMMON GOOD OF OUR COMMUNITY. 19 19 12 223 0 1249699 1069282 0 100634 66879 0 1350333 1136161 228658 176598 0 520753 637843 0 121662 600501 560251 1349912 1374692 421 -238531 3092636 2803430 557578 535166 2535058 2268264 X VISION: UNITED WAY OF HUNTERDON COUNTY IS A COMMUNITY CENTER OF VOLUNTEERISM, LEADERSHIP AND PHILANTHROPY THAT ENVISIONS A COMMUNITY WHERE ALL INDIVIDUALS DESERVE AN OPPORTUNITY TO THRIVE. MISSION: TO BRING PEOPLE AND RESOURCES TOGETHER TO IMPROVE LIVES AND CONDITIONS AND TO ADVANCE THE COMMON GOOD OF OUR COMMUNITY. UNITED WAY OF HUNTERDON COUNTY (UWHC) FOCUSES ON POVERTY PREVENTION, FINANCIAL EMPOWERMENT, AND ADVOCACY TO CREATE POSITIVE CHANGE IN OUR COMMUNITY. WE INVEST IN INITIATIVES AND PROGRAMS THAT ARE ALIGNED WITH OUR COMMUNITY IMPACT GOALS, AND SPECIFICALLY ON THE FINANCIAL STABILITY OF ALICE, OUR NEIGHBORS WHO ARE ASSET LIMITED, INCOME CONSTRAINED AND EMPLOYED (OR RETIRED). RECOGNIZING THAT FINANCIAL STABILITY IS A KEY SOCIAL DETERMINANT OF HEALTH AND EDUCATION (AND VICE-VERSA), THE FINAL PORTFOLIO COMPRISES INITIATIVES AND PROGRAMS WITH AN EMPHASIS ON HOLISTIC AND SUSTAINED COMMUNITY IMPACT. false false 227511 227500 THRIVING COMMUNITIES/TIRO THRIVING COMMUNITIES PROVIDES PUBLIC HEALTH OUTREACH TO OUR LATINO COMMUNITY TO ENCOURAGE HEALTHY BEHAVIORS AND REDUCE HEALTH DISPARITIES. THRIVING COMMUNITIES FOCUSED ON CONTINUING COVID-19 AWARENESS AND PREVENTION THROUGH DISTRIBUTING INFORMATION, HOME TEST KITS AND HOSTING VACCINE CLINICS. SOME ACCOMPLISHMENTS OF THIS OUTREACH EFFORT INCLUDED PROVIDING 36 COMMUNITY HEALTH EDUCATION EVENTS, DISTRIBUTING 4550 COVID TEST KITS, AND PARTNERING WITH COMMUNITY HEALTH ORGANIZATIONS TO DELIVER VACCINES AND HEALTH SCREENINGS TO LOCAL RESIDENTS. 211333 147844 VOLUNTEER INCOME TAX ASSISTANCE (VITA) THIS FREE TAX PREPARATION PROGRAM IS THE CORNERSTONE OF UWHC'S FINANCIAL STABILITY WORK. VITA VOLUNTEERS WERE ABLE TO HELP CLIENTS COMPLETE 1,695 TOTAL FILINGS FOR TAX YEAR 2022 USING DROP & GO TAX RETURNS, MYFREETAXES.COM, TAX SLAYER, AND OTHER REMOTE PREPARATION OPTIONS. OVER 1,812,846 IN FEDERAL AND STATE REFUNDS AND CREDITS WERE RETURNED TO OUR HARD-WORKING NEIGHBORS. VITA TAX PREPARERS HELPED SENIORS WITH PROPERTY TAX REIMBURSEMENT AND HOMESTEAD BENEFIT FORMS. THE VITA FREE TAX PROGRAM SEES A TREMENDOUS RETURN ON INVESTMENT. WE ESTIMATED THE VALUE OF OUR TAX SERVICES SAVED CLIENTS THE EQUIVALENT OF 339,000 IN TAX PREPARATION FEES. NEARLY 6000 VOLUNTEER HOURS WERE DEDICATED TO THE VITA PROGRAM BY VOLUNTEERS SERVING AS TAX PREPARERS, FACILITATORS, SITE COORDINATORS AND IN OTHER SUPPORTIVE ROLES. 93380 7185 HOLIDAY HANDS UWHC'S HOLIDAY HANDS PROGRAM INCREASES FINANCIAL STABILITY BY REDUCING FINANCIAL PRESSURES ON LOWER-INCOME FAMILIES, ELDERLY RESIDENTS ON FIXED INCOMES, SINGLE PARENTS, AND PEOPLE WHO ARE STRUGGLING WITH MEDICAL BILLS DURING THE HOLIDAY SEASON AND WINTER MONTHS. THIS PROGRAM SERVES OVER 1000 HUNTERDON COUNTY RESIDENTS PER YEAR. 455131 5000 CURRENT INITIATIVES: VOLUNTEER CENTER GRANTS COMMUNITY VOLUNTEER CENTER - LOCATED AT 20 FULPER ROAD IN FLEMINGTON, THE UNITED WAY VOLUNTEER CENTER IS A LIVELY HUB OF VOLUNTEER ACTIVITY AND A HOME BASE TO THE PROGRAMS AND SERVICES THAT UWHC DELIVERS IN THE COMMUNITY WITH A HIGH LEVEL OF VOLUNTEER ENGAGEMENT, WELCOMING OVER 1,000 VOLUNTEERS ANNUALLY. VOLUNTEER CENTER STAFF, WHO ARE BILINGUAL IN ENGLISH AND SPANISH, WORK CLOSELY WITH ALL VOLUNTEERS TO PROVIDE DAY-TO-DAY OPERATIONAL SUPPORT. VOLUNTEER DETAILS AND HOURS WORKED ARE TRACKED THROUGH "GET CONNECTED" WHICH ALLOWS EACH VOLUNTEER TO MANAGE THEIR OWN INDIVIDUALIZED DASHBOARD TO VIEW THEIR VOLUNTEER ACTIVITY. THE VOLUNTEER CENTER ALSO SERVES AS COMMUNITY HUB HOSTING PROGRAMS AND MEETINGS OF VARIOUS COMMUNITY PARTNER ORGANIZATIONS AND THE CORNERSTONE OF COMMUNITY CULTURAL EVENTS HELD ON FULPER ROAD. EXPENSES AND GRANTS RELATED TO OTHER VOLUNTEERING PROGRAMS ARE ALSO INCLUDED IN THIS SECTION. 455131 5000 987355 true true false false false false false false false true true true false false true true false false false false false false false true false false false true false true false false false false false false false false true false false false false false false false false true 11 0 12 true false false false false false false false false false false false false false false X 19 19 false false false false true true false true true false false true true true true true true true false false NJ X X X THE ORGANIZATION 9087823414 4 WALTER FORAN BLVD NO 401 FLEMINGTON NJ 08822 X BRENDA ESLER CEO 35.00 X 125000 0 0 REBECCA TESTA SECRETARY 3.00 X X 0 0 0 BRIAN REISS TREASURER 3.00 X X 0 0 0 MICHAEL C WELLONS STRATEGIC PL 3.00 X X 0 0 0 MR JOSEPH W GUNNET JR BOARD MEMBER 1.00 X 0 0 0 MR JOHN L RICE BOARD MEMBER 1.00 X 0 0 0 ROB CRANE PRESIDENT 3.00 X X 0 0 0 DON ATKINSON AUDIT CHAIR 3.00 X X 0 0 0 RICHARD MORRIS ETHICS OFFIC 3.00 X X 0 0 0 JANET ACOSTA HOBSCHAIDT LATINO LIAIS 3.00 X X 0 0 0 AUDREY BLUMBERG COMMUNIC LIA 3.00 X X 0 0 0 KRISTY TALORICO R&D LIAISON 3.00 X X 0 0 0 AMY CONOVER BOARD MEMBER 1.00 X 0 0 0 WILLIAM HAMILTON BOARD MEMBER 1.00 X 0 0 0 CLAUDIA MARCHESE BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER MCDANIEL BOARD MEMBER 1.00 X 0 0 0 JEFFREY MOORE BOARD MEMBER 1.00 X 0 0 0 KEN O'GORMAN BOARD MEMBER 1.00 X 0 0 0 AMELIA WEEDER BOARD MEMBER 1.00 X 0 0 0 JENNIFER THOMPSON MSW CEO 35.00 X X 0 0 0 125000 1 true false false 1069282 169140 1069282 20439 20439 46440 46440 46440 46440 1136161 66879 X 176598 176598 125000 77500 25000 22500 402620 281834 76498 44288 7720 5404 1390 926 56290 47378 5978 2934 46213 32349 8318 5546 17171 17171 186626 87571 84043 15012 52779 36946 9500 6333 44616 31231 8031 5354 6961 4873 1253 835 7262 5083 1308 871 18296 15840 1474 982 9316 6521 1677 1118 34582 24207 6225 4150 15879 11115 2859 1905 EVENT EXPENSES 52995 52995 BAD DEBT EXPENSE 37882 37882 SUPPLIES 36461 36461 SUPPLIES 15626 9376 6250 23799 15567 5574 2658 1374692 987355 265675 121662 673150 400871 338003 381611 77349 26385 38 19686 3915 1378785 407908 996299 970877 988111 1019771 3092636 2803430 208086 199022 51181 58536 254289 241441 44022 36167 557578 535166 X 2535058 2268264 2535058 2268264 3092636 2803430 -238531 -28263 X false false false X 1287202 1357771 1239524 1249699 1069282 6203478 1287202 1357771 1239524 1249699 1069282 6203478 6203478 23224 15005 10991 12441 20439 82100 108000 103000 211000 6496578 0.95490 0.93460 X PART II, LINE 10 PAYCHECK PROTECTION PROGRAM LOAN 211,000 SUPPLEMENTAL INFORMATION OTHER INCOME FROM 2019 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 988111 1095064 -82188 15000 9765 988111 965481 199097 60000 9514 1095064 963419 70820 60000 8758 965481 1008917 23411 60000 8909 963419 1.00000 false false 97500 97500 1226418 407908 818510 916010 DOMESTIC COMMON STOCK 452399 F MUTUAL FUNDS 380920 F EQUITY MUTUAL FUNDS 166520 F SHORT TERM INVESTMENTS 19932 F 1019771 PAYROLL LIABILITIES 36167 36167 X SCHEDULE D, PAGE 3, PART X THE ORGANIZATION FOLLOWS THE GUIDANCE OF FASB'S ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC 740, ACCOUNTING FOR INCOME TAXES, RELATED TO UNCERTAIN INCOME TAX PROVISIONS, WHICH PRESCRIBES A THRESHOLD OF MORE LIKELY THAN NOT, FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. MANAGEMENT HAS DETERMINED THAT IT IS MORE LIKELY THAN NOT, THAT ALL TAX POSITIONS WOULD BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. false false ALLOCATIONS TO 211 7458 NON CASH GIK TO AGENCIES 169140 SCHEDULE I, PAGE 4, PART IV SCHEDULE I, PART I, LINE 2 UNITED WAY OF HUNTERDON COUNTY UNDERGOES AN ANNUAL CITIZEN REVIEW PROCESS FOR OUR RESOURCE INVESTMENT. THIS PROCESS INCLUDES AN OPEN REQUEST FOR PROPOSAL WITH COMMITTEE REVIEWS FOCUSED ON OUTCOMES MEASUREMENT AND ANNUAL DATA REVIEWS AND EVALUATIONS. FUNDED PARTNERS ADHERE TO AN AGREED CONTRACT. false false false false false false false false false BRENDA ESLER CEO 125000 125000 X 169140 RETAIL VALUE false false false FORM 990, PAGE 1, ITEM B PART VII BRENDA ESLER WAS CHANGED TO BE FORMER CEO AND JENNIFER THOMPSON WAS ADDED AS CEO AND KEEPER OF THE BOOKS AND SIGNER PART VIII LINE 1G INCREASED FROM 129,524 TO 169,140 LINE 7A INCREASED FROM 22,242 TO 46,440 PART IX LINE 25 COLUMN A CHANGED TO 1,374,692 LINE 25 COLUMN B CHANGED TO 987,355 LINE 25 COLUMN C CHANGED TO 265,675 LINE 25 COLUMN D CHANGED TO 121,662 PART X LINE 10A INCREASED FROM 1,378,297 TO 1,378,785 LINE 10B INCREASED FROM 407,759 TO 407,908 LINE 17 COLUMN B INCREASED FROM 175,430 TO 199,022 PART XI LINE 5 DECREASED FROM -4,065 TO -28,263 FORM 990 - ORGANIZATION'S MISSION VISION: UNITED WAY OF HUNTERDON COUNTY IS A COMMUNITY CENTER OF VOLUNTEERISM, LEADERSHIP AND PHILANTHROPY THAT ENVISIONS A COMMUNITY WHERE ALL INDIVIDUALS DESERVE AN OPPORTUNITY TO THRIVE. MISSION: TO BRING PEOPLE AND RESOURCES TOGETHER TO IMPROVE LIVES AND CONDITIONS AND TO ADVANCE THE COMMON GOOD OF OUR COMMUNITY. UNITED WAY OF HUNTERDON COUNTY (UWHC) FOCUSES ON POVERTY PREVENTION, FINANCIAL EMPOWERMENT, AND ADVOCACY TO CREATE POSITIVE CHANGE IN OUR COMMUNITY. WE INVEST IN INITIATIVES AND PROGRAMS THAT ARE ALIGNED WITH OUR COMMUNITY IMPACT GOALS, AND SPECIFICALLY ON THE FINANCIAL STABILITY OF ALICE, OUR NEIGHBORS WHO ARE ASSET LIMITED, INCOME CONSTRAINED AND EMPLOYED (OR RETIRED). RECOGNIZING THAT FINANCIAL STABILITY IS A KEY SOCIAL DETERMINANT OF HEALTH AND EDUCATION (AND VICE-VERSA), THE FINAL PORTFOLIO COMPRISES INITIATIVES AND PROGRAMS WITH AN EMPHASIS ON HOLISTIC AND SUSTAINED COMMUNITY IMPACT. FORM 990, PAGE 2, PART III, LINE 4B VOLUNTEER INCOME TAX ASSISTANCE (VITA) THIS FREE TAX PREPARATION PROGRAM IS THE CORNERSTONE OF UWHC'S FINANCIAL STABILITY WORK. VITA VOLUNTEERS WERE ABLE TO HELP CLIENTS COMPLETE 1,695 TOTAL FILINGS FOR TAX YEAR 2022 USING DROP & GO TAX RETURNS, MYFREETAXES.COM, TAX SLAYER, AND OTHER REMOTE PREPARATION OPTIONS. OVER 1,812,846 IN FEDERAL AND STATE REFUNDS AND CREDITS WERE RETURNED TO OUR HARD-WORKING NEIGHBORS. VITA TAX PREPARERS HELPED SENIORS WITH PROPERTY TAX REIMBURSEMENT AND HOMESTEAD BENEFIT FORMS. THE VITA FREE TAX PROGRAM SEES A TREMENDOUS RETURN ON INVESTMENT. WE ESTIMATED THE VALUE OF OUR TAX SERVICES SAVED CLIENTS THE EQUIVALENT OF 339,000 IN TAX PREPARATION FEES. NEARLY 6000 VOLUNTEER HOURS WERE DEDICATED TO THE VITA PROGRAM BY VOLUNTEERS SERVING AS TAX PREPARERS, FACILITATORS, SITE COORDINATORS AND IN OTHER SUPPORTIVE ROLES. FORM 990, PAGE 2, PART III, LINE 4D CURRENT INITIATIVES: VOLUNTEER CENTER GRANTS COMMUNITY VOLUNTEER CENTER - LOCATED AT 20 FULPER ROAD IN FLEMINGTON, THE UNITED WAY VOLUNTEER CENTER IS A LIVELY HUB OF VOLUNTEER ACTIVITY AND A HOME BASE TO THE PROGRAMS AND SERVICES THAT UWHC DELIVERS IN THE COMMUNITY WITH A HIGH LEVEL OF VOLUNTEER ENGAGEMENT, WELCOMING OVER 1,000 VOLUNTEERS ANNUALLY. VOLUNTEER CENTER STAFF, WHO ARE BILINGUAL IN ENGLISH AND SPANISH, WORK CLOSELY WITH ALL VOLUNTEERS TO PROVIDE DAY-TO-DAY OPERATIONAL SUPPORT. VOLUNTEER DETAILS AND HOURS WORKED ARE TRACKED THROUGH "GET CONNECTED" WHICH ALLOWS EACH VOLUNTEER TO MANAGE THEIR OWN INDIVIDUALIZED DASHBOARD TO VIEW THEIR VOLUNTEER ACTIVITY. THE VOLUNTEER CENTER ALSO SERVES AS COMMUNITY HUB HOSTING PROGRAMS AND MEETINGS OF VARIOUS COMMUNITY PARTNER ORGANIZATIONS AND THE CORNERSTONE OF COMMUNITY CULTURAL EVENTS HELD ON FULPER ROAD. EXPENSES AND GRANTS RELATED TO OTHER VOLUNTEERING PROGRAMS ARE ALSO INCLUDED IN THIS SECTION. FORM 990, PAGE 6, PART VI, LINE 6 EVERY PERSON, FIRM, ASSOCIATION AND CORPORATION WHO MAKES A CONTRIBUTION TO OR FOR THE BENEFIT OF THIS CORPORATION SHALL AUTOMATICALLY, UPON MAKING SUCH CONTRIBUTION, BECOME A MEMBER OF THIS CORPORATION AND REMAIN A MEMBER UNTIL THE COMPLETION DATE OF THE NEXT ANNUAL CAMPAIGN OF THIS CORPORATION. EACH CONTRIBUTING MEMBER MAY BE REPRESENTED AT MEETINGS OF THE MEMBERSHIP. FORM 990, PAGE 6, PART VI, LINE 7A ANY VACANCY OCCURRING IN THE MEMBERSHIP OF THE BOARD OF TRUSTEES MAY BE FILLED BY THE BOARD OF TRUSTEES BY ELECTION OF A SUCCESSOR TRUSTEE FOR THE REMAINDER OF THE UNEXPIRED TERM. THE NOMINATING COMMITTEE SHALL SUBMIT NOMINATIONS TO FILL ANY VACANCY OCCURRING WITHIN THE MEMBERSHIP OF THE BOARD OF TRUSTEES. THE BOARD MAY ELECT A SUCCESSOR TRUSTEE AT ANY REGULAR OR SPECIAL MEETING, UPON GIVING AT LEAST SEVEN (7) DAYS WRITTEN NOTICE OF INTENTION TO HOLD SUCH AN ELECTION AND THE NAME OR NAMES OF THE NOMINEES FOR SUCH VACANCY OR VACANCIES. FORM 990, PAGE 6, PART VI, LINE 11B THE FORM 990 IS PREPARED AND REVIEWED BY THE FINANCE/AUDIT COMMITTEE, WHICH IS COMPRISED OF BOARD MEMBERS WITH FINANCIAL EXPERIENCE. THE FINALIZED FORM 990 IS CIRCULATED VIA EMAIL TO THE BOARD FOR REVIEW AND COMMENT WITHIN A GIVEN TIMEFRAME. AFTER THE TIMEFRAME, FORM 990 IS FINALIZED, SIGNED AND FILED WITH THE IRS. THE BOARD IS ADVISED AT SUBSEQUENT BOARD MEETINGS OF DATE OF FILING AND ACCEPTANCE BY IRS, IF APPLICABLE. FORM 990, PAGE 6, PART VI, LINE 12C IN CONJUNCTION WITH THE FIRST BOARD MEETING OF THE FISCAL YEAR, ALL BOARD MEMBERS, VOLUNTEERS AND STAFF REVIEW AND SIGN OFF ON A CONFLICT OF INTEREST POLICY. FORM 990, PAGE 6, PART VI, LINE 15A COMPENSATION PROCESS FOR TOP OFFICIAL ON AN ANNUAL BASIS, THE CEO COMPLETES A PERFORMANCE COMPETENCY ASSESSMENT WHICH IS REVIEWED AND RATED BY THE EXECUTIVE COMMITTEE. THE BOARD PRESIDENT CONDUCTS THE FINALIZED REVIEW AND REPORTS TO THE BOARD. COMPENSATION ADJUSTMENTS, IF WARRANTED, ARE DETERMINED BY REVIEW OF COMPARABLE DATA OF LIKE POSITIONS AT OTHER UNITED WAYS AND NON-PROFIT ORGANIZATIONS IN THE GEOGRAPHICAL AREA. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC THROUGH WEBSITE, BOARD BINDER, AND UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES - OTHER 48,174 12,387 8,258 PROFESSIONAL FEES 0 11,074 0 PROFESSIONAL FEES - TECHNOLOG 0 10,131 0 PROFESSIONAL FEES 0 7,383 0 PROFESSIONAL FEES - TECHNOLOG 0 0 6,754 PROFESSIONAL FEES 0 43,067 0 PROFESSIONAL FEES - TECHNOLOG 39,397 1 0 TOTAL 87,571 84,043 15,012