2026-04-24T03:22:06-05:00 2025-06-30 334358135 SAX ADVISORS LLC 389 INTERPACE PARKWAY STE 3 PARSIPPANY NJ 07054 990 2024-07-01 226069078 UNITED WAY OF ESSEX & WEST HUDSON D/B/A UNITED WAY OF GREATER NEWARK UNIT 9736248300 50 PARK PLACE 1025 NEWARK NJ 07102 CATHERINE WILSON CEO 9736248300 2026-04-24 1 0 MARQUS WHITE P00053187 9734726250 2026-04-15 2024 2025-03-06 01:10:19Z CATHERINE WILSON 50 PARK PLACE 1025 NEWARK NJ 07102 2736372 0 X WWW.UWNEWARK.COM X 1965 NJ UWGNS' MISSION IS TO BUILD STRONG, INCLUSIVE COMMUNITIES WHERE EVERYONE HAS THE CHANCE TO THRIVE. 14 13 15 85 0 0 1367483 2355446 0 0 172191 374206 -89546 -47052 1450128 2682600 47958 810538 0 0 1246957 844334 0 0 145824 883431 1351571 2178346 3006443 -728218 -323843 6281254 6083278 351670 308303 5929584 5774975 X UNITED WAY OF GREATER NEWARK EXISTS TO IMPROVE THE LIVES OF INDIVIDUALS, CHILDREN AND FAMILIES WITHIN OUR FOOTPRINT TO STRENGTHEN THE COLLECTIVE COMMUNITY. THROUGH PROGRAMS AND SERVICE INITIATIVES WE ADDRESS THE ROOT CAUSES OF COMMUNITY CONCERNS WITH AN EMPHASIS ON EDUCATION, INCOME, AND HEALTH.VISION - THROUGH OUR LEADERSHIP AND PARTNERSHIPS, RESIDENTS IN OUR 13 MUNICIPALITIES ARE EMPOWERED TO CREATE HEALTHIER LIVES WITH ACCESS TO QUALITY EDUCATION AND OPPORTUNITIES FOR ECONOMIC ADVANCEMENT. 0 0 2260871 810538 UNITED WAY OF GREATER NEWARK SERVES AS A BACKBONE AGENCY GUIDING THE NEWARK ASSET BUILDING COALITION (NABC). TOGETHER WITH OUR PARTNERS, WE EMPOWER RESIDENTS OF GREATER NEWARK TO FORGE THE PATHWAY TO FINANCIAL STABILITY BY STREAMLINING KEY FINANCIAL SERVICES AND PROGRAMS, SUCH AS THE VOLUNTARY INCOME TAX ASSISTANCE PROGRAM (VITA), AND BY PROVIDING WRAP-AROUND OPPORTUNITIES FOR DEBT ALLEVIATION, WEALTH BUILDING AND FINANCIAL GROWTH. 149481 UWGN FOCUSES ON YOUTH SUCCESS THROUGH OUR CELEBRITY READ PROGRAM. A COMMUNITY ENGAGEMENT AND LITERACY INITIATIVE THAT BRINGS VOLUNTEERS INTO THE SCHOOLS TO READ TO STUDENTS DURING THE MONTH OF FEBRUARY. 2410352 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 23 0 1 15 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X CATHERINE WILSON 9736248300 50 PARK PLACE 1025 NEWARK NJ 07102 MARY ANN JACKSON BOARD CHAIR 10.00 X 0 0 0 TINT TINT YAP VICE CHAIR/CHAIR RD COMMITTEE 10.00 X 0 0 0 NAN JIANG BOARD TREASURER 10.00 X 0 0 0 GEORGE ALVITES BOARD MEMBER 10.00 X 0 0 0 MARK AMADIN BOARD MEMBER 10.00 X 0 0 0 ANDREA LEWIS-WALKER BOARD MEMBER 10.00 X 0 0 0 MICHAEL MUNIZ BOARD MEMBER 10.00 X 0 0 0 JEFFREY PLAUT BOARD MEMBER 10.00 X 0 0 0 IRENE MULDOWNEY GOVERNANCE CHAIR 10.00 X 0 0 0 MELISSA PRASHAD COMMUNITY IMPACT CHAIR 10.00 X 0 0 0 CATHERINE WILSON PRESIDENT AND CEO 40.00 X X 245935 0 26160 CYNTHIA AURIELI BOARD MEMBER 10.00 X 0 0 0 SALLYANNE FLORIA BOARD MEMBER 10.00 X 0 0 0 SHAWN SCOGGINS BOARD MEMBER 10.00 X 0 0 0 245935 0 26160 1 0 1 0 GLOBAL STRATEGY GROUP LLC 215 PARK AVENUE SOUTH 15TH FLOOR NEW YORK NY 10003 STRATEGIC PLANNING; WEBPAGE DESIGN TEMPL 185000 1 118669 75481 2161296 2355446 158088 158088 216118 0 216118 216118 216118 6720 75481 53772 -47052 -47052 2682600 0 0 327154 X 799763 799763 10775 10775 276159 220449 33426 22284 456770 361650 57072 38048 18430 15858 1543 1029 25024 21532 2095 1397 67951 53718 8540 5693 8881 4601 4280 183655 95156 88499 26298 26298 395455 218520 176935 304633 251560 21229 31844 40089 33899 2476 3714 51043 29955 8435 12653 38308 33324 1994 2990 141 141 64580 41143 9375 14062 PROGRAM EXPENSES 164471 164471 BAD DEBT 24720 24720 DUES 22165 15541 2650 3974 TELEPHONE 8246 2663 2233 3350 18886 10913 3187 4786 3006443 2410352 450267 145824 42071 486867 27263 27168 2230 7763 15186 39213 19235 15141 0 4094 5853745 5207665 340759 310508 6281254 6083278 67507 140076 31037 47925 98167 0 45588 44263 109371 76039 351670 308303 X 5461789 4938662 467795 836313 5929584 5774975 6281254 6083278 X -323843 164905 4329 X X 0 1 X 1 0 X 4285339 4566692 2930693 1367483 2355446 15505653 4285339 4566692 2930693 1367483 2355446 15505653 1847016 13658637 179961 101147 127431 180314 158088 746941 16252594 0.84040 0.82030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 467795 3081 470876 464303 3492 467795 463279 1024 464303 475880 -12601 463279 464477 11403 475880 0.13300 0.86700 1 0 19235 15141 4094 4094 BENEFICIAL INTEREST IN TRUST 62587 ERC RECEIVABLE 171882 RIGHT OF USE ASSET NET OPERATING LEASE 76039 310508 OPERATING LEASE 76039 76039 X 2851834 164905 56854 221759 2630075 26298 26227 52525 2682600 3006443 53772 53772 2952671 26298 27474 53772 3006443 PART IV, LINE 2B: UWEWH ADMINISTERS CAMPAIGNS FOR OTHER LOCAL ORGANIZATIONS AND HOLDS CASH AND CASH EQUIVALENTS AS CUSTODIAN. THE TOTAL AMOUNT HELD AS CUSTODIAN INCLUDED IN RESTRICTIVE CASH WITH A CORRESPONDING AMOUNTS INCLUDED IN ALLOCATIONS AND DESIGNATIONS PAYABLE AND FUNDS HELD FOR OTHERS AT JUNE 30, 2025 AND 2024 WERE $27,168 AND $27,263 RESPECTIVELY. PART V, LINE 4: THE ENDOWMENT FUND WAS ESTABLISHED A NUMBER OF YEARS AGO AS PERMANENTLY RESTRICTED BY THE DONORS. THE INCOME WAS NOT RESTRICTED AND IS USED FOR OPERATIONS OF THE ORGANIZATION AND PROGRAM EXPENSES AS DEEMED NECESSARY BY MANAGEMENT AND THE BOARD OF DIRECTORS. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION 740 "UNCERTAINTY IN INCOME TAXES THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. THE ORGANIZATION FILES INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION, AS WELL AS IN ONE STATE JURISDICTION. WITH FEW EXCEPTIONS, THE ORGANIZATION IS NOT SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE, OR LOCAL TAX AUTHORITIES UNLESS THE ORGANIZATION WAS ENGAGED IN ACTIVITIES THAT WOULD GENERATE UNRELATED BUSINESS INCOME. FOR THE YEARS JUNE 30, 2025, AND 2024, THE ORGANIZATION DID NOT ENGAGE IN ACTIVITIES THAT WOULD GENERATE UNRELATED BUSINESS INCOME. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 53,772. CHANGE IN VALUE 3,082. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED CONTRIBUTIONS 26,227. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 53,772. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATED CONTRIBUTIONS 26,227. CHANGE IN VALUE 1,247. WOMEN'S BREAKFAST 69451 62731 6720 11003 19493 1 12750 12750 23276 82201 75481 6720 11003 42769 53772 -47052 0 URBAN LEAUGE OF ESSEX COUNTY 508 CENTRAL AVE NEWARK NJ 07107 221554540 501-C-3 123571 0 NABC CAPACITY BUILDING NJ CITIZEN ACTION EDUCATION FUND 625 BROAD STREET SUITE 270 NEWARK NJ 07102 222493628 501-C-3 123571 0 NABC CAPACITY BUILDING NEW COMMUNITY CORPORATION 233 WEST MARKET STREET NEWARK NJ 07103 221911104 501-C-3 123571 0 NABC CAPACITY BUILDING BRICK 35 HALSEY ST NEWARK NJ 07102 270820249 501-C-3 123571 0 NABC CAPACITY BUILDING SOUTH WARD ENVIRONMENTAL ALLIANCE 1067 1/2 BERGEN STREET NEWARK NJ 07112 833618157 501-C-3 53571 0 NABC CAPACITY BUILDING PROGRAMS FOR PARENTS 570 BROAD STREET 9 FL NEWARK NJ 07102 222504469 501-C-3 53571 0 NABC CAPACITY BUILDING IRONBOUND COMMUNITY CORPORATION 317 ELM STREET NEWARK NJ 07105 221916086 501-C-3 168160 0 VOLUNTEER INCOME TAX ASSISTANCE PROGRAM: PARTNERSHIP SUB-GRANT FOR 2025 SEASON TO THE VICTIMS OF THE IRVINGTON FIRE FUND FOR NEW APARTMENTS. - PELASAY EVELYN, SECURITY RENT 78 S DEVINE ST, NEW WARK NJ 1 4400 TO THE VICTIMS OF THE IRVINGTON FIRE FUND FOR NEW APARTMENTS. - ALAM YAZON - 155 19TH AVE, IRVINGTON SECURITY DEPOSIT 1 6375 X 0 0 0 0 0 0 0 0 0 CATHERINE WILSON PRESIDENT AND CEO 245935 0 0 0 0 0 12500 0 13660 0 272095 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE DEPARTMENT REVIEWS THE FORM 990 WITH THE TAX PREPARERS. AT THE AUDIT COMMITTEE MEETING THE FORM 990 DRAFT IS DISTRIBUTED TO THE BOARD MEMBERS FOR REVIEW AND COMMENT. ALL OF THE BOARD MEMBERS RECEIVE A COPY OF THE FINAL VERSION OF THE FORM 990 BEFORE IT IS SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST COMPLIANCE: THE CODE OF ETHICS POLICY IS DISTRIBUTED ANNUALLY. AN ANNUAL CERTIFICATION IS COMPLETED BY BOARD AND STAFF IDENTIFYING ANY POSSIBLE CONFLICTS OF INTEREST. THESE STATEMENTS ARE REVIEWED BY THE EVP/OPERATIONS TO ENSURE THERE ARE NO EXISTING CONFLICTS OF INTEREST. DURING THE YEAR, BOARD MEMBERS IDENTIFY POSSIBLE CONFLICTS OF INTEREST AND RECLUSE THEMSELVES FROM ANY BOARD ACTION ITEM; THE ABSTENTION AND DISCLOSURE IS RECORDED IN THE MINUTES OF THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION POLICY FOR STAFF IS DETERMINED BY THE PERSONNEL COMMITTEE AND APPROVED BY THE BOARD OF TRUSTEES. COMPENSATION FOR THE CEO IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD AND APPROVED BY THE FULL BOARD. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AND THROUGH THEIR OWN WEBSITE. FORM 990, PART IX, LINE 11G MARKETING: PROGRAM SERVICE EXPENSES 178,907. MANAGEMENT AND GENERAL EXPENSES 166,391. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 345,298. IT CONSULTING: PROGRAM SERVICE EXPENSES 7,571. MANAGEMENT AND GENERAL EXPENSES 7,041. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,612. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 32,042. MANAGEMENT AND GENERAL EXPENSES 3,503. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,545. FORM 990, PART XI, LINE 9: CHANGE IN VALUE 4,329. FORM 990, PAGE 12, PART XII, QUESTION 2C THE ORGANIZATION HAS A COMMITTEE IN PLACE TO OVERSEE THE AUDIT OF THE ORGANIZATION. FORM 990, SCHEDULE I, PART II FUNDS HELD FOR OTHERS THE UNITED WAY OF ESSEX AND WEST HUDSON, DISTRIBUTES FUNDS TO OVER 100 501(C)(3) ORGANIZATIONS THROUGHOUT THE STATE OF NEW JERSEY AS A PART OF ITS DONOR-DESIGNATED CONTRIBUTION PROGRAM. ADDITIONAL INFORMATION IS AVAILABLE UPON REQUEST. FORM 990, PART VII THE ORGANIZATION SPONSORS A 401(K) PLAN WHICH ALLOWS ELIGIBLE EMPLOYEES TO MAKE CONTRIBUTIONS THROUGH SALARY REDUCTIONS. THE ORGANIZATION ALSO MAKES CERTAIN MATCHING CONTRIBUTIONS TO THE PLAN TOTALING $30,929 AND $16,998 FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, RESPECTIVELY. AURORA FOUNDATION - CURRENTLY INACTIVE 303-309 WASHINGTON ST NEWARK NJ 07102 223669405 FUNDRAISING ACTIVITES FOR THE BENEFIT OF THE UNITED WAY OF ESSEX & W. HUDSON NJ 501(C)(3) 509(A)(3) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0