2023-05-15T13:21:49-05:00 2022-06-30 812950760 SAX LLP 389 INTERPACE PARKWAY STE 3 PARSIPPANY NJ 07054 990 2021-07-01 210683073 UNITED WAY OF GREATER MERCER COUNTY UNIT 6098961912 3150 BRUNSWICK PIKE 230 LAWRENCEVILLE NJ 086482420 SANDRA TOUSSAINT-BURGHER PRESIDENT & CEO 6098961912 2023-05-10 1 SANDRA TOUSSAINT-BURGHER 999009999 MARQUS WHITE P00053187 9734726250 2023-05-03 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z SANDRA TOUSSAINT-BURGHER 3150 BRUNSWICK PIKE SUITE 230 LAWRENCEVILLE NJ 086482420 1885302 0 X WWW.UWGMC.ORG X 1941 NJ TO IMPROVE PEOPLE'S LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES. 11 10 15 1056 0 0 1406936 1828427 0 0 15207 30217 25836 20954 1447979 1879598 95681 48000 0 0 726307 728595 0 0 319030 587526 710861 1409514 1487456 38465 392142 1312023 1483800 648049 558859 663974 924941 X THE MISSION OF UNITED WAY OF GREATER MERCER COUNTY (UWGMC) IS TO PROPEL INDIVIDUALS AND FAMILIES TO REACH THEIR FULLEST POTENTIAL, ESPECIALLY THOSE WHO HAVE BEEN TRADITIONALLY UNDER-SERVED OR MARGINALIZED, CREATING A THRIVING COMMUNITY. WE CARRY OUT OUR MISSION BY IMPLEMENTING UNIQUE AND SUSTAINABLE PROGRAMS THAT USE EVIDENCE-BASED BEST PRACTICES AND DELIVER MEASURABLE OUTCOMES. WE WORK TO STRENGTHEN THE FAMILY, LOCAL NON-PROFITS WHOSE MISSIONS ALIGN WITH OURS, AND THE COMMUNITY IN WHICH WE SERVE. OUR OBJECTIVE IS TO OPERATE WITH AN EQUITABLE LENS WHILE FILLING COMMUNITY GAPS. OUR DIRECT SERVICE WORK CENTERS ON DISRUPTING POVERTY IN THREE AREAS: EDUCATION, FINANCIAL EMPOWERMENT, AND OVERALL HEALTH & WELLNESS. IN ADDITION, UWGMC WORKS TO BOLSTER UP THE CAPACITY OF GRASSROOTS ORGANIZATIONS WITH TECHNICAL ASSISTANCE, MARKETING SUPPORT, AND OTHER RESOURCES.DESPITE THE COVID-19 PANDEMIC CREATING EVEN MORE DEMAND FOR UWGMC'S SERVICES, WE CONTINUED TO WORK WITH OUR PARTNERS AND CLIENTS TO D 0 0 241838 40000 BASIC NEEDS AND HEALTH & WELLNESS: THROUGH THE STRIKE OUT HUNGER (SOH) INITIATIVE 80,000+ MEALS WERE PROVIDED IN 2022 TO TRENTON AND ITS SURROUNDING AREA WHICH INCLUDES FRESH PRODUCE MADE POSSIBLE WITH UWGMC'S PARTNERSHIP WITH WEGMANS, MERCER STREET FRIENDS FOOD BANK, ROLLING HARVEST FOOD RESCUE, GEOGREENS, A HYDROPONIC FARM AND OTHER LOCAL NJ FARMS. THE STRIKE OUT HUNGER INITIATIVE INCLUDES A COMMUNITY-WIDE MEAL PACKING EVENT, PICKING/GLEANING FRESH PRODUCE, FOOD DRIVES, AND AN AWARENESS CAMPAIGN ON FOOD INSECURITY. OVER 218 INDIVIDUALS WERE SCREENED FOR SNAP (SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM), NEW JERSEY HEALTH BENEFITS, AND OTHER HEALTH INSURANCE PLANS. THE TOTAL DOLLAR VALUE OF BENEFITS CONFIRMED WAS $100,000+ WITH THE AVERAGE INDIVIDUAL DRAWDOWN OF $1,752. SNAP PROVIDES NUTRITION BENEFITS TO SUPPLEMENT THE FOOD BUDGET OF NEEDY FAMILIES SO THEY CAN PURCHASE HEALTHY FOOD AND MOVE TOWARDS SELF-SUFFICIENCY. HEALTH INSURANCE LIKE MEDICAID AND CHIP (CHILDREN'S HEALTH INSURANCE PROGRAM) HELP STRUGGLING FAMILIES ACCESS HEALTH BENEFITS AND MEDICAL CARE. A TOTAL OF 2,772 MERCER COUNTY RESIDENTS BENEFITED FROM SINGLE CARE (FORMERLY KNOWN AS FAMILYWIZE), A DISCOUNTED PRESCRIPTION PROGRAM WHICH EQUATES TO A SAVINGS OF $270,247. THIS FREE SERVICE CAN BE USED WHETHER OR NOT AN INDIVIDUAL HAS INSURANCE. 177818 FINANCIAL EMPOWERMENT MORE THAN 1,229 MERCER COUNTY RESIDENTS FILED THEIR TAXES FOR FREE THROUGH THE VITA PROGRAM OR FREE TAX PREPARATION SERVICES. THE SAVINGS IS $491,600 PLUS. WHEN LIVING PAYCHECK TO PAYCHECK, EVERY PENNY COUNTS. HAVING TO PAY A TAX PREPARER THE AVERAGE $400 IT COSTS TO FILE FEDERAL TAX RETURN MEANS SKIMPING ON FOOD, PRESCRIPTION MEDICATIONS, OR THE UTILITY BILL. UWGMC'S VITA PROGRAM (VOLUNTEER INCOME TAX ASSISTANCE) IS ESSENTIAL TO ENABLING LOW-TO-MODERATE INCOME HOUSEHOLDS GET THEIR HARD-EARNED MONEY BACK INTO THEIR POCKETS. UWGMC PARTNERED WITH OPERATION HOPE AND OTHER ORGANIZATIONS TO PROVIDE FINANCIAL COACHING AND DEBT MANAGEMENT SERVICES FREE TO FAMILIES STRUGGLING TO MAKE ENDS MEET. IN RESPONSE TO THE UNANTICIPATED FINANCIAL HARDSHIP THAT THE COVID-19 HEALTH CRISIS HAS BROUGHT, THE FINANCIAL EDUCATION WORKSHOPS AND COACHING ADDRESSES A HOUSEHOLD'S ENTIRE FINANCIAL SITUATION, INCLUDING PAYING FOR ESSENTIALS, UNDERSTANDING DEBT REPAYMENT OPTIONS, BALANCING HOUSING COSTS WITH CREDIT CARD DEBT, AND STUDENT LOANS. 135496 EDUCATION: UWGMC'S COLLEGE ACCESS PROGRAM PROVIDES TWO VITAL RESOURCES THAT CREATE PATHWAYS TO ECONOMIC STABILITY THROUGH EDUCATIONAL ATTAINMENT. OUR FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) WORKSHOPS HELP STUDENTS AND FAMILIES ACCESS FREE FEDERAL AID AND OUR ESSAY WORKSHOPS EXPAND A STUDENT'S PORTFOLIO OF AFFORDABLE OPTIONS BY ELEVATING THE COMPETITIVENESS OF AN APPLICATION. MORE THAN 900 KITS LITERACY, STEM, ANTI-BULLYING AND GARDENING - WERE CREATED AND DISTRIBUTED TO ELEMENTARY SCHOOLS, AFTER-SCHOOL PROGRAMS AND COMMUNITY ORGANIZATIONS WITH THE HELP OF DEDICATED VOLUNTEERS. 328553 8000 OTHER IMPORTANT COMMUNITY RESOURCES: MORE THAN 15,000 CONTACTED NJ 2-1-1, A MULTILINGUAL REFERRAL AND SOCIAL SERVICE HOTLINE AVAILABLE 7-DAYS A WEEK/24 HOURS A DAY. THE TOP THREE NEEDS FOR MERCER COUNTY RESIDENTS WERE HOUSING, HEALTHCARE, AND UTILITY ASSISTANCE. MOST OF THE INQUIRIES CAME FROM OUR FRIENDS, FAMILY, AND NEIGHBORS IN THE TRENTON, LAWRENCEVILLE, PRINCETON, AND HIGHTSTOWN. UWGMC CONTINUES TO MAKE A GALAXY DIGITAL, THE VOLUNTEER MANAGEMENT AND MATCHING SOFTWARE AVAILABLE TO MERCER COUNTY NONPROFITS AND AREA BUSINESSES. 328553 8000 883705 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 X 9 0 1 15 1 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NJ X X SANDRA TOUSSAINT-BURGHER 6098961912 3150 BRUNSWICK PIKE SUITE 230 LAWRENCEVILLE NJ 086482420 RITA RIBEIRO BOARD PRESIDENT 4.00 X 0 0 0 CHRISTINA SPINELLI BOARD V. PRESIDENT 4.00 X 0 0 0 MICHAEL MANCINI TREASURER/FINANCE CHAIR 4.00 X 0 0 0 DYNELL KELLYMAN SECRETARY 4.00 X 0 0 0 JENNIFER WOODS IMMEDIATE PAST BOARD PRESIDENT 1.00 X 0 0 0 ELIZABETH HANNA TRUSTEE 1.00 X 0 0 0 MICHAEL A ROWE ESQ TRUSTEE 1.00 X 0 0 0 MICHAEL T SMITH TRUSTEE 1.00 X 0 0 0 ERIN KIEBAUR TRUSTEE 1.00 X 0 0 0 RICHARD S WILLINGER TRUSTEE 1.00 X 0 0 0 SUZANNE TAME TRUSTEE 1.00 X 0 0 0 SANDRA TOUSSAINT PRESIDENT & CEO 37.50 X 130861 0 17686 130861 0 17686 1 0 0 0 YOUR PART-TIME CONTROLLER LLC 1500 WALNUT STREET SUITE 1200 PHILADELPHIA PA 19102 FINANCIAL AND CONTROLLER SERVICES 105376 1 7357 1821070 1828427 19990 19990 21076 0 21076 21076 21076 10227 0 10227 10227 10227 3795 7357 5704 -1909 -1909 MISCELLANEOUS REVENUE 900099 1787 1787 1787 1879598 0 0 51171 X 48000 48000 149369 112027 7468 29874 442243 188698 108490 145055 56916 23973 14151 18792 80067 40087 16063 23917 204086 104910 57295 41881 12931 12226 705 5907 4081 1826 140920 78729 24987 37204 5549 4409 412 728 7663 5141 367 2155 6976 6976 3345 3345 26107 26107 EQUIPMENT EXPENSE 128247 122131 2457 3659 PROGRAM EXPENSES 78006 78006 TELECOMMUNICATIONS 23946 14441 2996 6509 SPECIAL EVENT EXPENSES 14547 14547 52631 32299 11076 9256 1487456 883705 284721 319030 167274 410084 96131 52194 79900 143171 5500 2975 27362 31483 138238 120872 20711 17366 767276 696176 147869 130351 1312023 1483800 236429 294280 124732 94185 118182 150000 150000 18706 20394 648049 558859 X 486493 393738 177481 531203 663974 924941 1312023 1483800 X 392142 -107227 -23948 X X 0 1 X 1 0 X 1909003 1518097 1377757 1406936 1828427 8040220 1909003 1518097 1377757 1406936 1828427 8040220 1881655 6158565 8181 31740 46112 29540 41066 156639 15694 9826 1787 27307 8224166 0.74880 0.82690 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 959220 -77011 3488 878721 758602 6089 197029 2500 959220 915701 6089 -35688 125000 2500 758602 1403222 25606 31873 542500 2500 915701 1250309 24356 128557 1403222 0.97000 0.03000 1 0 138238 120872 17366 17366 BENEFICIAL INTEREST IN ASSETS HELD BY FDN 130351 130351 DESIGNATIONS PAYABLE 20394 20394 X 1736389 -107227 5704 -101523 1837912 41686 41686 1879598 1475422 5704 5704 1469718 17738 17738 1487456 PART V, LINE 4: UNITED WAY OF GREATER MERCER COUNTY'S (UWGMC'S) BOARD OF TRUSTEES ESTABLISHED THE ENDOWMENT FUND TO PROVIDE ONGOING SUPPORT TO VARIOUS ASPECTS OF THE UWGMC'S COMMUNITY SERVICE PROGRAMS. PART X, LINE 2: UWGMC 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. GAAP REQUIRES MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. 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 5,704. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 17,738. PRIOR YEAR CAMPAIGN COLLECTIONS 23,948. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 5,704. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 17,738. 1 JEWISH FAMILY AND CHILDREN'S SERVICES OF GREATER MERCER COUNTY 707 ALEXANDER ROAD SUITE 102 PRINCETON NJ 08540 210634563 501C3 6250 0 HUNGER/FOOD INSECURITY MERCER STREET FRIENDS 151 MERCER STREET TRENTON NJ 08611 210738990 501C3 11250 0 HUNGER/FOOD INSECURITY NJ 2-1-1 PARTNERSHIP 114 ALGONQUIN PARKWAY WHIPPANY NJ 07981 223338917 501C3 8000 0 INFORMATION & REFERRAL ROLLING HARVEST FOOD RESCUE 1320 RIVER RD LUMBERVILLE PA 18933 274630639 501C3 5000 0 HUNGER/FOOD INSECURITY HOUSTON FOOD BANK 535 PORTWALL ST HOUSTON TX 77029 742181456 501C3 5000 0 HUNGER/FOOD INSECURITY THE SALVATION ARMY 440 WEST NYACK RD WEST NYACK NY 10994 135562351 501C3 6250 0 HUNGER/FOOD INSECURITY EDUCATION FOUNDATION OF SOUTH BRUNSWICK TOWNSHIP INC 18 PULLMAN LOOP DAYTON NJ 08810 320258888 501C3 6250 0 HUNGER/FOOD INSECURITY FORM 990, PART I, LINE 5 & PART V, LINES 2A & 2B: EXTENSIS GROUP, LLC(A PROFESSIONAL EMPLOYMENT ORGANIZATION) SERVES AS THE ADMINISTRATIVE EMPLOYER OF RECORD FOR UWGMC EMPLOYEES. ALL FEDERAL AND STATE EMPLOYMENT RETURNS ARE FILED BY EXTENSIS FOR UWGMC EMPLOYEES. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS PREPARED BY INDEPENDENT ACCOUNTANTS, DISTRIBUTED TO THE EXECUTIVE BOARD PRIOR TO THE BOARD MEETING. IT WAS PRESENTED AND REVIEWED BY THE INDEPENDENT ACCOUNTANTS AT THE BOARD MEETING PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT/DUALITY OF INTEREST POLICY AND DECLARATION DISCLOSURE STATEMENT IS REQUIRED OF ALL UWGMC STAFF AND VOLUNTEERS. THIS DISCLOSURE SHALL BE GIVEN ON AN ANNUAL BASIS AND/OR WHENEVER THE STATUS OF A VOLUNTEER CHANGES (I.E.INVOLVEMENT WITH AN AGENCY OR ORGANIZATION SEEKING SUPPORT FROM UNITED WAY). THE DISCLOSURE OF CONFLICT/DUALITY OF INTEREST OF VOLUNTEER IS INCLUSIVE OF THEMSELVES, THEIR SPOUSE OR SIGNIFICANT OTHER, FAMILY MEMBERS, RELATIVES, OR OTHER PERTINENT INDIVIDUALS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE UWGMC CEO IS SET BY THE BOARD OF TRUSTEES' EXECUTIVE COMMITTEE OR TRUSTEES AS ASSIGNED BY THE EXECUTIVE COMMITTEE. THE CEO PRESENTS THE ACCOMPLISHMENTS OF THE ORGANIZATION AND THE WORK PLAN FOR REVIEW. THE COMMITTEE FROM TIME TO TIME RESEARCHES COMPARABLE ORGANIZATIONS TO ENSURE REASONABLE COMPENSATION. THE BOARD CHAIR INFORMS THE CFO OF THE APPROVED EXECUTIVE COMPENSATION. THE UWGMC CEO SETS THE COMPENSATION FOR ALL OTHER STAFF MEMBERS WITHIN THE CONFINES OF THE APPROVED FINANCIAL PLAN FOR THE FISCAL YEAR. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION BY ANYONE DURING NORMAL BUSINESS HOURS UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNANCE DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR VIEWING BY THE PUBLIC AT THE ADMINISTRATIVE OFFICE BY REQUEST. FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 84,793. MANAGEMENT AND GENERAL EXPENSES 29,295. FUNDRAISING EXPENSES 41,881. TOTAL EXPENSES 155,969. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 20,117. MANAGEMENT AND GENERAL EXPENSES 28,000. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,117. FORM 990, PART XI, LINE 9: PRIOR YEAR CAMPAIGN COLLECTIONS -23,948. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A FINANCE/ AUDIT COMMITTEE WHICH ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THIS PROCESS IS UNCHANGED FROM THE PRIOR YEAR.