2025-12-19T10:34:36-06:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP TWO INTERNATIONAL PLACE 22ND FLOOR BOSTON MA 02110 990 2024-07-01 222218627 UNION COUNTY COLLEGE FOUNDATION UNIO 9087097505 995 SPRINGFIELD AVENUE CRANFORD NJ 07016 MARLENE SOUSA ASSISTANT TREASURER 9087097505 2025-12-17 1 0 KATARZYNA O PADZIK P02268641 6177170831 2025-12-17 2024 2025-03-06 01:10:19Z MARLENE SOUSA 995 SPRINGFIELD AVENUE CRANFORD NJ 07016 15614305 0 X WWW.UCC.EDU/UNION-COUNTY-COLLEGE-FOUNDATION X 1977 NJ TO FURTHER THE EDUCATIONAL PURPOSES OF UCNJ UNION COLLEGE OF UNION COUNTY, NJ 30 30 0 95 0 0 1532010 2033944 0 0 2511074 2660234 -27137 -9257 4015947 4684921 1477597 1670383 0 0 0 0 0 0 226877 642762 703236 2120359 2373619 1895588 2311302 28009754 30843618 431014 757258 27578740 30086360 X THE EXEMPT PURPOSE OF THE UNION COUNTY COLLEGE FOUNDATION (FOUNDATION) IS TO UNDERTAKE ACTIVITIES FOR THE GENERAL BENEFIT OF UCNJ UNION COLLEGE OF UNION COUNTY, NJ (COLLEGE), ITS STUDENTS, FACULTY, STAFF, FACILITIES AND PROGRAMS THAT WILL SUPPORT AND ADVANCE THE MISSION OF THE COLLEGE. THE FOUNDATION FOCUSES PARTICULARLY ON PROVIDING SCHOLARSHIPS AND OTHER ASSISTANCE TO QUALIFYING STUDENTS. 0 0 1670383 1670383 0 SUPPORT COLLEGE: SCHOLARSHIPS AND OTHER AWARDS TO UCNJ UNION COLLEGE OF UNION COUNTY, NJ STUDENTS. 1670383 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 30 30 0 1 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 NJ X MARLENE SOUSA 9087097583 995 SPRINGFIELD AVENUE CRANFORD NJ 07016 X DEBORAH ENIX-ROSS ESQ CHAIR 0.50 X X 0 0 0 GENE JANNOTTI VICE CHAIR 0.40 X X 0 0 0 JIM DELLA SALA TREASURER 1.00 X X 0 0 0 DR MARGARET M MCMENAMIN SECRETARY 5.00 X X 0 0 0 MAKSIM SHEYN IMMED.PAST CHAIR 0.30 X 0 0 0 DR MANDANA AHSANI TRUSTEE 0.10 X 0 0 0 MELINDA AYALA VOTING EX OFFICIO: ALUMNI 0.10 X 0 0 0 LAWRENCE D BASHE TRUSTEE 0.30 X 0 0 0 ADAM BELL TRUSTEE 0.20 X 0 0 0 DR SELINA CARTER TRUSTEE 0.20 X 0 0 0 AZARIAH CLIFTON TRUSTEE 0.20 X 0 0 0 GEORGE COOK III TRUSTEE 0.20 X 0 0 0 SUZANNE S COVINE TRUSTEE 0.50 X 0 0 0 TINA M EARLEY TRUSTEE 0.20 X 0 0 0 STEPHANIE FORREST TRUSTEE 0.20 X 0 0 0 DR JEANETTE GOODSON TRUSTEE 0.20 X 0 0 0 SUSAN HAIRSTON TRUSTEE 0.50 X 0 0 0 SHAHRZAD HEIDARY TRUSTEE 1.50 X 0 0 0 REV DR FRANCIS HUBBARD TRUSTEE 0.20 X 0 0 0 JEFFREY KATZ ESQ TRUSTEE 0.30 X 0 0 0 J ANTHONY MANGER ESQ TRUSTEE 0.20 X 0 0 0 KEN ORCHARD TRUSTEE 0.30 X 0 0 0 SANDRA D RICE TRUSTEE 0.50 X 0 0 0 JOHN RICHEL TRUSTEE 1.50 X 0 0 0 CARMEN RIVERA TRUSTEE 0.20 X 0 0 0 BARRY ROSSEN TRUSTEE 0.20 X 0 0 0 FRAN RYAN TRUSTEE 0.20 X 0 0 0 THOMAS J SHARKEY JR TRUSTEE 0.20 X 0 0 0 MICHAEL E SMITH TRUSTEE 0.10 X 0 0 0 MARY M ZIMMERMANN TRUSTEE 1.00 X 0 0 0 DOUGLAS ROUSE EXECUTIVE DIRECTOR & ASST. SECRETARY 45.00 X 0 0 0 MARLENE SOUSA ASSISTANT TREASURER 3.00 X 0 0 0 DR LORI WILKIN ASSISTANT TREASURER (UNTIL 3/25) 3.00 X 0 0 0 0 0 0 0 0 0 0 UCNJ UNION COLLEGE OF UNION COUNTY NJ 1033 SPRINGFIELD AVE CRANFORD NJ 07016 ADMINISTRATIVE AND MANAGEMENT SERVICES 397986 1 296618 1737326 68567 2033944 1042963 1042963 12426107 10808836 1617271 1617271 1617271 101356 296618 117133 -15777 -15777 9935 3415 6520 6520 4684921 0 0 2650977 12000 12000 1658383 1658383 397986 176109 221877 1131 1131 25200 25200 155647 155647 2536 2536 63972 63972 13368 13368 26741 26741 3956 3956 7018 7018 BAD DEBT EXPENSE 4900 -100 5000 REGISTRATION FEES 688 688 93 93 2373619 1670383 476359 226877 128592 620512 6700 6700 73823 113706 43629 40479 252106 150320 105742 101786 27078872 29360723 572396 599712 28009754 30843618 68075 97359 327968 198560 34971 461339 431014 757258 X 1042813 1163921 26535927 28922439 27578740 30086360 28009754 30843618 2311302 196318 0 X 0 1 X 1 0 X 4677174 1302946 1775497 1532010 2033944 11321571 4677174 1302946 1775497 1532010 2033944 11321571 2955933 8365638 587353 536196 738637 894735 1042963 3799884 116735 116735 15238190 162788 0.54900 0.52960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 431378 X X 0 26561664 482346 2856552 762969 155647 28981946 23676567 243932 3472858 698974 132719 26561664 21203047 569534 2766937 738310 124641 23676567 25198959 223552 -3471717 632950 114797 21203047 17998221 2741518 5184874 617207 108447 25198959 0.05520 0.52960 0.41520 0 0 93880 93880 158226 150320 7906 101786 DUE TO UCNJ UNION COLLEGE OF UNION COUNTY, NJ 461339 461339 X 4842805 196318 117213 313531 4529274 155647 155647 4684921 2335185 117213 117213 2217972 155647 155647 2373619 PART III, LINE 4: THE FOUNDATION MAINTAINS A COLLECTION OF PAINTINGS WHICH ARE ON DISPLAY THROUGHOUT THE UCNJ UNION COLLEGE OF UNION COUNTY, NJ CAMPUSES. PART V, LINE 4: ENDOWMENT FUNDS ARE USED TO FURTHER THE MISSION OF THE ORGANIZATION BY EARNING INCOME TO PROVIDE SCHOLARSHIPS TO STUDENTS OF UCNJ UNION COLLEGE OF UNION COUNTY, NJ. PART X, LINE 2: THE FOUNDATION REGULARLY REVIEWS AND EVALUATES ITS TAX POSITIONS TAKEN IN PREVIOUSLY FILED INFORMATION RETURNS AND AS REFLECTED IN ITS FINANCIAL STATEMENTS, WITH REGARD TO ISSUES AFFECTING ITS TAX-EXEMPT STATUS, UNRELATED BUSINESS INCOME, AND RELATED MATTERS. THE FOUNDATION BELIEVES THAT IN THE EVENT OF AN EXAMINATION BY TAXING AUTHORITIES, THE ORGANIZATION'S POSITIONS WOULD PREVAIL BASED UPON THE TECHNICAL MERITS OF SUCH POSITIONS. THEREFORE, THE FOUNDATION HAS CONCLUDED THAT NO TAX BENEFITS OR LIABILITIES ARE REQUIRED TO BE RECOGNIZED IN ACCORDANCE WITH THE ACCOUNTING INTERPRETATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES 117,133. DIRECT GAMING EXPENSES 80. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES 117,133. DIRECT GAMING EXPENSES 80. GOLF 209360 133834 75526 72776 1900 10035 GALA 188614 162784 25830 20486 1700 10236 397974 296618 101356 93262 3600 20271 117133 -15777 1 UNCJ UNION COLLEGE OF UNION COUNTY NJ 1033 SPRINGFIELD AVE CRANFORD NJ 07016 221515225 GOV 0 12000 FMV PIANO PROGRAM SUPPORT 1 0 SCHOLARSHIPS 694 1466206 OTHER AWARDS 210 185231 6946 FMV EDUCATIONAL SUPPLIES; MEDICAL EQUIPMENT PART I, LINE 2: GRANTS AND OTHER ASSISTANCE TO INDIVIDUALS: THE FOUNDATION PRIMARILY PROVIDES SCHOLARSHIP ASSISTANCE TO THE STUDENTS OF UCNJ BASED ON PRE-DETERMINED QUALIFICATIONS. THE SCHOLARSHIP FUNDING IS RELEASED TO UCNJ UNION COLLEGE OF UNION COUNTY, NJ TO DISBURSE TO THE STUDENTS. ADDITIONALLY, THE FOUNDATION PROVIDES NON-CASH ASSISTANCE TO SUPPORT ITS MISSION. PART III, COLUMN (B): BASED ON FINANCIAL AID REPORT X 4 14961 FMV X GALA AUCTION ITEMS 41 17609 X GOLF AUCTION ITEMS 40 14991 X PIANO 1 12000 FMV X PERSONAL CARE PRODUCTS 2 5807 FMV X GOLF BALLS 1 1649 FMV X GROCERY GIFT CARDS 3 1550 FMV 0 0 1 0 PART I, COLUMN (B): THE FIGURE REPRESENTS THE NUMBER OF ITEMS RECEIVED IN A GIVEN CATEGORY. FORM 990, PART VI, SECTION A, LINE 1A AN EXECUTIVE COMMITTEE OF THE BOARD SHALL BE ESTABLISHED ANNUALLY. ITS MEMBERSHIP SHALL BE NOT FEWER THAN FIVE (5) TRUSTEES AND SHALL INCLUDE THE CHAIR, THE VICE CHAIR, THE TREASURER, THE SECRETARY AND ONE OR MORE ADDITIONAL TRUSTEES. THE EXECUTIVE COMMITTEE MAY RECOMMEND ACTIONS TO THE BOARD; AND THE EXECUTIVE COMMITTEE SHALL HAVE AND EXERCISE SUCH POWERS AND AUTHORITY OF THE BOARD AS THE BOARD MAY FROM TIME TO TIME BY RESOLUTION PROVIDE. THE EXECUTIVE COMMITTEE DOES NOT HAVE THE AUTHORITY TO MAKE, ALTER, OR REPEAL ANY BYLAW OF THE FOUNDATION; ELECT OR APPOINT ANY TRUSTEE, OR REMOVE ANY TRUSTEE, OFFICER, OR THE EXECUTIVE DIRECTOR; OR, AMEND OR REPEAL ANY RESOLUTION PREVIOUSLY ADOPTED BY THE BOARD. FORM 990, PART VI, SECTION A, LINE 3 THE FOUNDATION PAYS UCNJ UNION COLLEGE OF UNION COUNTY, NJ (COLLEGE) FOR PROFESSIONAL SERVICES, WHICH INCLUDES MANAGEMENT SERVICES. MANAGEMENT SERVICES PROVIDED INCLUDE, BUT ARE NOT LIMITED TO DEVELOPMENT ACTIVITIES. FOR THE YEAR ENDED JUNE 30, 2025, THE FOUNDATION PAID $397,986. THE EXECUTIVE DIRECTOR, OFFICER DOUGLAS ROUSE, WAS COMPENSATED BY THE COLLEGE DURING FISCAL YEAR 2025 AND RECEIVED $163,466 OF REPORTABLE COMPENSATION AND $49,040 OF BENEFITS, WHICH IS INCLUDED IN THE TOTAL PAID TO THE COLLEGE. FORM 990, PART VI, SECTION A, LINE 7A AT LEAST ONE TRUSTEE IS REQUIRED TO ALSO BE A TRUSTEE OF THE COLLEGE, AND AT LEAST ONE TRUSTEE IS REQUIRED TO ALSO BE A GOVERNOR OF THE COLLEGE; THESE REQUIREMENTS MAY BE FILLED BY THE SAME TRUSTEE. IN ADDITION, THE INDIVIDUALS HOLDING THE FOLLOWING POSITIONS ARE AUTOMATICALLY CONSIDERED EX-OFFICIO VOTING TRUSTEES OF THE FOUNDATION: THE PRESIDENT OF THE COLLEGE- DR. MARGARET MCMENAMIN, AND THE PRESIDENT OF THE UCNJ UNION COLLEGE OF UNION COUNTY, NJ ALUMNI ASSOCIATION- MELINDA AYALA. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM, THEN REVIEWED BY THE BOARD'S AUDIT COMMITTEE PRIOR TO SUBMISSION, AND THEN SUBMITTED TO EACH BOARD MEMBER. THE FULL BOARD APPROVES THE FORM 990. THE FORM 990 IS ALSO REVIEWED BY THE FOUNDATION'S LEGAL COUNSEL PRIOR TO ITS FILING. FORM 990, PART VI, SECTION B, LINE 12C THE FOUNDATION TRUSTEES ARE REQUIRED TO COMPLETE/UPDATE CONFLICT OF INTEREST FORMS ANNUALLY. WHENEVER A CONFLICT OF INTEREST, POTENTIAL CONFLICT OF INTEREST OR THE APPEARANCE OF A CONFLICT OF INTEREST ARISES, THE TRUSTEE, OFFICER OR EXECUTIVE DIRECTOR WITH THE CONFLICT (THE "INTERESTED PARTY") SHALL DISCLOSE IN GOOD FAITH THE MATERIAL FACTS AS OF SUCH SELF-INTEREST, FINANCIAL INTEREST OR APPEARANCE OF CONFLICT OF INTEREST TO THE TRUSTEES. ANY ACTION BY THE FOUNDATION TO APPROVE ACTIVITY IN WHICH A CONFLICT OF INTEREST, OR APPEARANCE OF CONFLICT EXISTS, SHALL BE APPROVED ONLY BY THE AFFIRMATIVE VOTE OF A MAJORITY OF DISINTERESTED TRUSTEES PRESENT AT A MEETING. THESE DISCLOSURE PROCEDURES SHOULD BE FOLLOWED WHENEVER THE FOUNDATION IS ENGAGED IN ANY TRANSACTION BETWEEN THE FOUNDATION AND AN INTERESTED PARTY OR A FAMILY MEMBER OF AN INTERESTED PARTY, OR BETWEEN THE FOUNDATION AND ANY OTHER CORPORATION, FIRM, OR BUSINESS INTEREST IN WHICH AN INTERESTED PARTY OR A FAMILY MEMBER OF AN INTERESTED PARTY HAS A SUBSTANTIAL FINANCIAL INTEREST. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FOUNDATION'S OFFICE LOCATED AT 995 SPRINGFIELD AVENUE, CRANFORD, NJ 07016.