2025-05-01T11:05:46-05:00 2024-06-30 210650289 KLATZKIN & COMPANY LLP 1670 WHITEHORSE HAM SQ RD HAMILTON NJ 086903513 990 2023-07-01 223198464 ARM IN ARM INC ARMI 6093969355 1 N JOHNSTON AVENUE A230 HAMILTON NJ 08609 DAVID FOX EXECUTIVE DIRECTOR 6093969355 2025-05-01 1 0 Michelle Robb CPA P01312427 6098909189 2023 2025-03-06 01:10:19Z ELIZABETH KOEHLER 1 N JOHNSTON AVENUE A230 HAMILTON NJ 08609 4060168 0 X WWW.ARMINARM.ORG X 1992 NJ COMMUNITY OUTREACH 15 14 27 1545 0 0 4032170 3832304 65508 64913 61342 133379 0 0 4159020 4030596 1916421 1876922 0 0 1422046 1630560 0 0 342423 518521 493328 3856988 4000810 302032 29786 4027156 3945975 519314 378022 3507842 3567953 X See Schedule O 0 0 3339363 1876922 64913 Arm In Arm partners with our community to achieve food, housing, and employment stability for our neighbors in need. Between 2500 and 3000 families are served per month. 3339363 1 1 0 0 0 0 0 0 1 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 14 0 27 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NJ NY PA X SUN HAE KIM ARM IN ARM 6093969355 1 N JOHNSTON AVENUE SUITE A230 HAMILTON NJ 08609 ELIZABETH KOEHLER CHAIR 5.00 X X 0 0 0 DEBORAH TOPPMEYER MD VICE CHAIR 5.00 X X 0 0 0 SALLYE ZINK TREASURER 5.00 X X 0 0 0 WARREN WILSON SECRETARY 5.00 X X 0 0 0 NICOLE BRUNO MEMBER 1.00 X 0 0 0 MICHAEL EHRET PHD MEMBER 1.00 X 0 0 0 VICTOR GIBBS MEMBER 1.00 X 0 0 0 LAURA HEIL MEMBER 1.00 X 0 0 0 DAYRON PROCTOR MEMBER 1.00 X 0 0 0 ERIC I SCHWARTZ MD MEMBER 1.00 X 0 0 0 AQUALINE SULIALI MEMBER 1.00 X 0 0 0 DAVID FOX EXECUTIVE DIRECTOR 40.00 X X 153012 0 51696 REV DR DAVID DAVIS MEMBER 1.00 X 0 0 0 REV PAUL JEANES III MEMBER 1.00 X 0 0 0 KATHARINE OSBORN KOSA MEMBER 1.00 X 0 0 0 MAUREEN HUNT CHIEF DEVELOPMENT OFFICER 40.00 X 107266 0 33561 260278 0 85257 2 0 1 0 0 140868 1371827 2319609 1268406 3832304 REPRESENTATIVE PAYEE 900099 64913 64913 64913 116725 116725 13654 3000 0 0 13654 3000 16654 16654 29572 140868 29572 0 4030596 64913 0 133379 1876922 1876922 210462 26308 142062 42092 1073204 786351 90951 195902 24846 15610 2241 6995 229895 145734 19226 64935 92153 60024 14947 17182 23161 23161 2654 2654 41848 39247 1301 1300 78191 64463 11298 2430 124619 116873 3873 3873 1790 1679 56 55 59639 55933 1853 1853 46661 43761 1450 1450 STORE SUPPLIES AND DISP 43930 43930 MAINTENANCE AND SUPPLIE 33364 31290 1037 1037 PAYROLL SERVICE FEE 16688 10870 2707 3111 TRANSPORTATION 10320 10320 10463 10048 207 208 4000810 3339363 319024 342423 655358 358004 36901 84259 193834 183202 4941 4941 1325 10323 627472 202238 276407 425234 81547 85956 2473233 2607120 303610 186936 4027156 3945975 43381 63485 176809 136002 299124 178535 519314 378022 X 2895071 3044549 612771 523404 3507842 3567953 4027156 3945975 29786 30325 0 X X 0 1 X 1 0 X 3346976 3827295 3845713 4032170 3832304 18884458 3346976 3827295 3845713 4032170 3832304 18884458 393061 18491397 31087 18457 26908 82531 116725 275708 19160166 245618 0.96510 0.97340 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 360573 33923 17100 2654 374742 339090 24191 2708 360573 384661 -42999 2572 339090 302527 84357 2223 384661 283464 21206 2143 302527 0.67000 0.33000 1 0 109968 17290 92678 215046 102765 112281 302458 82183 220275 425234 BENEFICIAL INTEREST IN ASSETS HELD BY A FOUNDATION 374742 F VANGUARD INTER-TERM INVEST - GR ADM 452578 F VANGUARD ADMIRAL TREASURY MONEY MARKET 1420257 F WELLESLEY INCOME FUND ADM 359543 F 2607120 LEASE LIABILITIES 178535 178535 X 4058267 30325 30325 4027942 2654 2654 4030596 3998156 0 3998156 2654 2654 4000810 Part IV, Line 2b: The amount disclosed on Form 990, Part X, Line 21 is the balance in the escrow account at 06/30/24. Arm In Arm serves as a representative payee to provide financial and budgetary management services for individuals incapable of managing their social security benefits. Individuals initiate a request for representative payee services at Arm In Arm and authorize Arm In Arm to receive their monthly benefit from Social Security. Arm In Arm then holds each individual's funds in the escrow account, from which Arm In Arm pays the individual's costs of daily living. Part V, Line 4: The endowment fund of Arm In Arm, Inc. was created by the Board of Trustees to help secure the Organization's future by establishing a base of financial security and providing a flow of investment income to complement annual fundraising. The endowment fund currently includes donor restricted funds. Part X, Line 2: The Organization's federal exempt returns are subject to examination by the IRS, generally for three years after they were filed. The Organization's state informational returns are subject to examination up to four years after they were filed. The statute of limitations does not apply to unfiled returns. The Organization believes that all required returns have been filed. The Organization has determined that there are no material uncertain tax positions that require disclosure in the financial statements. The Organization's policy is to classify income tax related interest and penalties, if any, in interest expense and miscellaneous operating costs, respectively. SPRING GALA 170440 140868 29572 4000 20159 5413 170440 140868 29572 4000 20159 5413 29572 0 1 FOOD 40964 1316139 fair market value non-perishable foods as well as fresh produce, other grocery items, food credit RENT 193 338543 fair market value housing assistance SECURITY DEPOSITS 37 57385 fair market value housing assistance UTILITIES 6 4759 fair market value utilities assistance MISCELLANEOUS OTHER 22 6402 fair market value housing assistance LICENSE TO SUCCEED 38 29113 fair market value assistance with driver's license MORTGAGE 3 6022 fair market value housing assistance HOUSING STABILITY AND CASE MANAGEMENT 12 43502 fair market value housing assistance EMERGENCY HOUSING 53 35798 fair market value housing assistance MISCELLANEOUS OTHER 82 39259 fair market value housing assistance Part I, Line 2: The organization monitors the use of the assistance provided to individuals by providing only non-cash assistance. Assistance is provided directly to the landlord, utility company or directly to the client in the form of food. This non-cash assistance policy helps ensure that the assistance provided by the organization is used for the purpose for which it was intended. SCHEDULE I, PART III, COLUMN B, FOOD ASSISTANCE The reported FY24 food assistance figure reflects the total, but duplicated, number of families served. During and after the COVID-19 crisis, the high volume of clients prevented us from collecting detailed client information, making it impossible for Arm In Arm to accurately track the unduplicated number of individuals served. However, we have now completed a software upgrade and have begun capturing this data. Moving forward, this advancement will enable us to better understand and serve our community, ensuring more precise tracking and reporting of our impact. X X X X 0 0 0 0 0 0 0 0 0 DAVID FOX EXECUTIVE DIRECTOR 153012 0 0 0 0 0 4868 0 46828 0 204708 0 0 0 X 3 11457 FAIR MARKET VALUE X 150 1201733 FAIR MARKET VALUE X PANTY EQUIPMENT 1 53586 FAIR MARKET VALUE X BENEFIT IN-KIND ITEMS 46 1630 FAIR MARKET VALUE 0 1 0 Part I, Column (b): The number of contributions or items reported in Part I column B was determined using the number of contributions for the panty equipment, food donations, and stock donations. The benefit in-kind items are reported using the number of items contributed. Form 990, Part III, Line 1, Description of Organization Mission: The corporation shall be operated for the purpose of providing low-income residents of Mercer County with food, housing and job support. The mission statement is partnering with our community to achieve stability for our neighbors in need. The core programs are provision of food, social support and emergency financial assistance to prevent or end homelessness, and training and driver's license restoration to support employment. Within the housing program, Arm In Arm provides financial and budgetary management services for individuals incapable of managing their social security benefits, promoting greater housing stability and better financial health for those individuals. The corporation may undertake additional outreach programs which the Board of Trustees deems appropriate. Form 990, Part VI, Section B, line 11b The draft 990 is received by the Executive Director in electronic form from the accounting firm. The Executive Director forwards it to the finance committee by electronic copy for review. Once the Treasurer has accepted the 990 draft, it is forwarded to the Board by electronic copy for approval. Form 990, Part VI, Section B, line 12c Arm In Arm monitors compliance with the conflict of interest policy by requiring board members and staff to annually sign a conflict of interest document. This document requires the disclosure of any other organization they are a board member of or an employee of. Board members and employees must also disclose any arrangements that could result in personal benefit. Form 990, Part VI, Section B, line 15a In 2020, Arm in Arm welcomed a new Executive Director. The process for determining compensation for a new Executive Director included a review and recommendation by an independent consultant, the Executive Search firm The Munshine Group. As part of their process, The Munshine Group conducted a fair-market evaluation of executive compensations and determined that the former Executive Director's compensation was not at then-current fair market level. In the interview process with prospective new Executive Director candidates, an adjusted fair market compensation was offered as part of the Executive compensation package, and ultimately negotiated on successfully with the candidate and Executive Director, David R. Fox. These deliberations and decisions were documented by The Munshine Group and in the Minutes of the Arm In Arm Board of Directors. The Executive Director compensation package is reviewed annually as part of the budget-making process. Form 990, Part VI, Section C, line 19 The organization's governing documents, conflict of interest policy, and financial statements are made available to the public upon request. Form 990, Part XI, line 2c The organization has not changed the process for overseeing the audit of its financial statements or selecting an independent accountant.