UNITED WAY OF HUNTERDON COUNTY: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- UNITED WAY OF HUNTERDON COUNTY (EIN 22-2431065)
- Tax period
- 2021-09-01 to 2022-08-31
- Filed
- 2023-07-14
- IRS object ID
- 202301959349301210
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-14T10:17:57-04:00 | ReturnTs |
| Tax Period End | 2022-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 223299874 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKC CPAS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 STATE ROUTE 12 STE 2 | AddressLine1Txt |
| City | FLEMINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08822 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222431065 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED WAY OF HUNTERDON COUNTY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 9087823414 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 WALTER FORAN BLVD SUITE 401 | AddressLine1Txt |
| City | FLEMINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08822 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENDA ESLER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 9087823414 | PhoneNum |
| Signature | 2023-07-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRENDA | PersonFirstNm |
| Person Last | ESLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL A HOLK CPA | PreparerPersonNm |
| PTIN | P01315390 | PTIN |
| Phone | 9087827900 | PhoneNum |
| Preparation | 2023-07-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRENDA ESLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 WALTER FORAN BLVD | AddressLine1Txt |
| City | FLEMINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08822 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,350,333 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UWHUNTERDON.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1982 | FormationYr |
| Legal Domicile State | NJ | LegalDomicileStateCd |
| Activity Or Mission | TO BRING PEOPLE AND RESOURCES TOGETHER TO IMPROVE LIVES AND CONDITIONS AND TO ADVANCE THE COMMON GOOD OF OUR COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 19 | VotingMembersIndependentCnt |
| Total Employee | 9 | TotalEmployeeCnt |
| Total Volunteers | 352 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,239,524 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,249,699 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $41,484 | PYInvestmentIncomeAmt |
| CY Investment Income | $100,634 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,281,008 | PYTotalRevenueAmt |
| CY Total Revenue | $1,350,333 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $286,129 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $228,658 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $500,839 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $520,753 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $89,379 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $371,213 | PYOtherExpensesAmt |
| CY Other Expenses | $600,501 | CYOtherExpensesAmt |
| PY Total Expenses | $1,158,181 | PYTotalExpensesAmt |
| CY Total Expenses | $1,349,912 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $122,827 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $421 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,249,215 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,092,636 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $523,055 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $557,578 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,726,160 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,535,058 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| 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. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $152,354 | ExpenseAmt |
| Grant | $98,778 | GrantAmt |
| Desc | VOLUNTEER INCOME TAX ASSISTANCE (VITA) SEE SCHEDULE O FOR DESCRIPTION | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $84,111 | ExpenseAmt |
| Grant | $17,794 | GrantAmt |
| Desc | HOLIDAY HANDS SEE SCHEDULE O FOR DESCRIPTION | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $68,747 | ExpenseAmt |
| Grant | $7,778 | GrantAmt |
| Desc | VOLUNTEER CENTER SEE SCHEDULE O FOR DESCRIPTION | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $576,629 | ExpenseAmt |
| Grant | $100,579 | GrantAmt |
| Desc | TOOLS 4 SCHOOL THIS PROGRAM HELPS ENSURE STUDENTS ARE PREPARED FOR EDUCATIONAL SUCCESS AND ALLEVIATES THE FINANCIAL PRESSURES ON LOWER-INCOME FAMILIES BY PROVIDING THE REQUIRED GRADE-SPECIFIC SCHOOL SUPPLIES NEEDED TO START THE SCHOOL OFF RIGHT. WE HELPED A TOTAL OF 274 FAMILIES AND 673 STUDENTS PREPARE FOR THE 2022-23 SCHOOL YEAR, DISTRIBUTING SCHOOL SUPPLIES WITH A TOTAL VALUE OF OVER 40,000. THE OUR VOLUNTEER CENTER STAFF PROVIDED FAMILIES WITH SPECIFIC LISTS BASED ON EACH STUDENTS' SCHOOL, GRADE, AND TEACHER TO ENSURE THAT EVERYONE RECEIVED WHAT THEY NEEDED. UWHC MAINTAINS ONGOING RELATIONSHIPS WITH LOCAL SCHOOL DISTRICTS, SERVING AS A RESOURCE FOR SCHOOL SUPPLIES AS STUDENT NEEDS ARE IDENTIFIED THROUGHOUT THE SCHOOL YEAR. HUNTERDON HYGIENE CONNECTION HUNTERDON HYGIENE CONNECTION HELPS TO RELIEVE THE FINANCIAL BURDEN, WHICH CAN AVERAGE 1200 PER YEAR, OF PERSONAL HYGIENE PRODUCTS THAT ARE ESSENTIAL FOR HEALTH AND WELLNESS. DIAPERS, PERIOD PRODUCTS AND ADULT INCONTINENCE PRODUCTS ARE DISTRIBUTED TO INDIVIDUALS AND FAMILIES IN NEED THROUGH A COLLABORATIVE NETWORK OF 14 COMMUNITY PARTNER ORGANIZATIONS. ORIGINALLY ESTABLISHED AS THE HUNTERDON DIAPER BANK, THIS INITIATIVE WAS REBRANDED TO REFLECT THE EXPANSION OF AVAILABLE PRODUCTS. THIS YEAR WE DISTRIBUTED PRODUCTS VALUED AT 28,847 PROVIDED BY 89 GENEROUS DONORS. LATINO COALITION UWHC CONTINUES TO COORDINATE THE LATINO COALITION, A COLLABORATION OF PARTNER AGENCIES AND KEY COMMUNITY STAKEHOLDERS WORKING TO ADDRESS HEALTH, INCOME AND EDUCATION DISPARITIES AND PROVIDE CULTURALLY APPROPRIATE RESOURCES THROUGH ADVOCACY, COLLABORATIONS AND ACTION. THE COALITION CONVENES MONTHLY WITH REPRESENTATIVES FROM LOCAL SCHOOL DISTRICTS, FAITH GROUPS, HEALTHCARE PROFESSIONALS, SOCIAL WORKERS, STUDENTS, AND MORE. NJ 2-1-1 PARTNERSHIP WHEN SOMEONE DOESN'T KNOW WHERE TO START, THEY CAN REMEMBER THREE NUMBERS, 2-1-1. DIAL "2-1-1- OR VISIT NJ211.ORG ANYTIME. 211 PROVIDES INFORMATION ON EVERYTHING FROM FINDING A LOCAL SHELTER DURING A FLOOD OR POWER OUTAGE TO SOURCES FOR RENTAL ASSISTANCE. IN OUR STATE THE 2-1-1 SYSTEM IS MANAGED BY THE NJ 211 PARTNERSHIP, A SUBSIDIARY OF THE UNITED WAYS OF NEW JERSEY WHICH, IN 2002, WAS DESIGNATED BY THE BOARD OF PUBLIC UTILITIES AS SOLE ADMINISTRATOR. THIS CONFIDENTIAL SERVICE IS SUPPORTED BY LOCAL UNITED WAYS THROUGHOUT NEW JERSEY IN PARTNERSHIP WITH THE STATE OF NEW JERSEY. THRIVING COMMUNITIES THRIVING COMMUNITIES PROVIDES PUBLIC HEALTH OUTREACH TO OUR LATINO COMMUNITY TO ENCOURAGE HEALTHY BEHAVIORS AND REDUCE HEALTH DISPARITIES. THIS YEAR, 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 18 COMMUNITY HEALTH EDUCATION EVENTS, DISTRIBUTING 2417 COVID TEST KITS, AND HELPING TO DELIVER 380 VACCINES TO LOCAL RESIDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $576,629 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $100,579 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $881,841 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 12 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 9 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 19 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9087823414 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 WALTER FORAN BLVD NO 401 | AddressLine1Txt |
| City | FLEMINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08822 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| MARIA B DUNCAN RETIRED 8302022 | ||||||
| CEO | 40.00 | Yes (X) | Yes (X) | $125,944 | $0 | $23,166 |
| REBECCA TESTA | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JUSTIN EISENBERG | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| JOSEPH GALIOTO | ||||||
| ETHICS OFFIC | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BRIAN REISS | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RICHARD F MORRIS III | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MURALI PARTHASARATHY | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL C WELLONS | ||||||
| STRATEGIC PL | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MR JOSEPH W GUNNET JR | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MR JOHN L RICE | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| AMY CONOVER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ROB CRANE | ||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| BILL HAMILTON | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MAYRA LAMANTIA | ||||||
| COALITION LI | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| AMELIA WEEDER | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DON ATKINSON | ||||||
| FINANCE CHAI | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KRISTY TALORICO | ||||||
| DEVELOPMENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PETER GAKOS JR TO JUNE 16 2022 | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| RENE MARINICH TO JUNE 16 2022 | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PAUL STRAMAGLIA TO JUNE 16 2022 | ||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $125,944 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $23,166 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
| Federated Campaigns | $1,249,699 | FederatedCampaignsAmt |
| Noncash Contributions | $224,929 | NoncashContributionsAmt |
| Total Contributions | $1,249,699 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,441 | TotalRevenueColumnAmt |
| Exclusion | $12,441 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $88,193 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $88,193 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $88,193 | TotalRevenueColumnAmt |
| Exclusion | $88,193 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,350,333 | TotalRevenueColumnAmt |
| Exclusion | $100,634 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $228,658 | TotalAmt |
| Program Services | $228,658 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,093 | TotalAmt |
| Program Services | $92,456 | ProgramServicesAmt |
| Management And General | $44,687 | ManagementAndGeneralAmt |
| Fundraising | $16,950 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,873 | TotalAmt |
| Program Services | $136,503 | ProgramServicesAmt |
| Management And General | $100,902 | ManagementAndGeneralAmt |
| Fundraising | $27,468 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,550 | TotalAmt |
| Program Services | $8,863 | ProgramServicesAmt |
| Management And General | $4,976 | ManagementAndGeneralAmt |
| Fundraising | $1,711 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,881 | TotalAmt |
| Program Services | $28,432 | ProgramServicesAmt |
| Management And General | $15,962 | ManagementAndGeneralAmt |
| Fundraising | $5,487 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,356 | TotalAmt |
| Program Services | $21,244 | ProgramServicesAmt |
| Management And General | $11,246 | ManagementAndGeneralAmt |
| Fundraising | $3,866 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,409 | TotalAmt |
| Management And General | $15,409 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,611 | TotalAmt |
| Program Services | $36,484 | ProgramServicesAmt |
| Management And General | $58,086 | ManagementAndGeneralAmt |
| Fundraising | $7,041 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,795 | TotalAmt |
| Program Services | $26,673 | ProgramServicesAmt |
| Management And General | $14,974 | ManagementAndGeneralAmt |
| Fundraising | $5,148 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,324 | TotalAmt |
| Management And General | $45,324 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,970 | TotalAmt |
| Program Services | $22,213 | ProgramServicesAmt |
| Management And General | $12,470 | ManagementAndGeneralAmt |
| Fundraising | $4,287 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,579 | TotalAmt |
| Program Services | $2,610 | ProgramServicesAmt |
| Management And General | $1,465 | ManagementAndGeneralAmt |
| Fundraising | $504 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,894 | TotalAmt |
| Program Services | $7,920 | ProgramServicesAmt |
| Management And General | $4,446 | ManagementAndGeneralAmt |
| Fundraising | $1,528 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,984 | TotalAmt |
| Program Services | $18,018 | ProgramServicesAmt |
| Management And General | $2,951 | ManagementAndGeneralAmt |
| Fundraising | $1,015 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,485 | TotalAmt |
| Program Services | $6,546 | ProgramServicesAmt |
| Management And General | $3,676 | ManagementAndGeneralAmt |
| Fundraising | $1,263 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,063 | TotalAmt |
| Program Services | $18,846 | ProgramServicesAmt |
| Management And General | $10,580 | ManagementAndGeneralAmt |
| Fundraising | $3,637 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,337 | TotalAmt |
| Program Services | $9,882 | ProgramServicesAmt |
| Management And General | $5,548 | ManagementAndGeneralAmt |
| Fundraising | $1,907 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COMMUNITY PROGRAMS | $177,284 | $177,284 | ||
| SUPPLIES | $33,639 | $19,174 | $10,765 | $3,700 |
| PRINTING | $32,972 | $18,794 | $10,551 | $3,627 |
| MISCELLANEOUS | $3,977 | $3,977 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,178 | TotalAmt |
| Program Services | $1,241 | ProgramServicesAmt |
| Management And General | $697 | ManagementAndGeneralAmt |
| Fundraising | $240 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,349,912 | TotalAmt |
| Program Services | $881,841 | ProgramServicesAmt |
| Management And General | $378,692 | ManagementAndGeneralAmt |
| Fundraising | $89,379 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $695,119 | BOYAmt |
| EOY | $673,150 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $357,008 | BOYAmt |
| EOY | $338,003 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,969 | BOYAmt |
| EOY | $77,349 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,768 | BOYAmt |
| EOY | $38 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,546 | BOYAmt |
| EOY | $19,686 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,369,784 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $373,485 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $986,761 | BOYAmt |
| EOY | $996,299 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,095,064 | BOYAmt |
| EOY | $988,111 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,980 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,249,215 | BOYAmt |
| EOY | $3,092,636 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,749 | BOYAmt |
| EOY | $208,086 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,472 | BOYAmt |
| EOY | $51,181 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,185 | BOYAmt |
| EOY | $254,289 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,649 | BOYAmt |
| EOY | $44,022 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $523,055 | BOYAmt |
| EOY | $557,578 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,668,610 | BOYAmt |
| EOY | $2,535,058 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,550 | BOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,726,160 | BOYAmt |
| EOY | $2,535,058 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,249,215 | BOYAmt |
| EOY | $3,092,636 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $421 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$191,523 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,285,571 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,287,202 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,357,771 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,239,524 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,249,699 | CurrentTaxYearAmt |
| Total | $6,419,767 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,285,571 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,287,202 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,357,771 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,239,524 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,249,699 | CurrentTaxYearAmt |
| Total | $6,419,767 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $241,967 | SubstantialContributorsTotAmt |
| Public Support Total170 | $6,177,800 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,869 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,224 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,005 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,991 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,441 | CurrentTaxYearAmt |
| Total | $82,530 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $108,000 | CurrentTaxYearMinus2YearsAmt |
| Total | $108,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,610,297 | TotalSupportAmt |
| Public Support CY170 | 0.93460 | PublicSupportCY170Pct |
| Public Support PY170 | 0.97130 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 10 | FormAndLineReferenceDesc |
| Explanation | PAYCHECK PROTECTION PROGRAM LOAN 108,000 | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,095,064 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$82,188 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,000 | OtherExpendituresAmt |
| Administrative Expenses | $9,765 | AdministrativeExpensesAmt |
| End Year Balance | $988,111 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $965,481 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $199,097 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $60,000 | OtherExpendituresAmt |
| Administrative Expenses | $9,514 | AdministrativeExpensesAmt |
| End Year Balance | $1,095,064 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $963,419 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $70,820 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $60,000 | OtherExpendituresAmt |
| Administrative Expenses | $8,758 | AdministrativeExpensesAmt |
| End Year Balance | $965,481 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,008,917 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $23,411 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $60,000 | OtherExpendituresAmt |
| Administrative Expenses | $8,909 | AdministrativeExpensesAmt |
| End Year Balance | $963,419 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $929,940 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $128,298 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $40,000 | OtherExpendituresAmt |
| Administrative Expenses | $9,321 | AdministrativeExpensesAmt |
| End Year Balance | $1,008,917 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $97,500 | OtherCostOrOtherBasisAmt |
| Book Value | $97,500 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,226,418 | OtherCostOrOtherBasisAmt |
| Depreciation | $328,995 | DepreciationAmt |
| Book Value | $897,423 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $45,866 | OtherCostOrOtherBasisAmt |
| Depreciation | $44,490 | DepreciationAmt |
| Book Value | $1,376 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $996,299 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| DOMESTIC COMMON STOCK | $424,613 | F |
| MUTUAL FUNDS | $301,644 | F |
| EQUITY MUTUAL FUNDS | $142,731 | F |
| SHORT TERM INVESTMENTS | $119,123 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $988,111 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFITS PAYABLE | Desc |
| Amt | $44,022 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $44,022 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,178,445 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$191,523 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $19,635 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | -$171,888 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,350,333 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $1,350,333 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,369,548 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $19,635 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $1 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $19,636 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,349,912 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $1,349,912 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
| SCHEDULE D, PAGE 4, PART XII, LINE 2D | ROUNDING 1 |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $224,929 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | RETAIL VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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, PART III | 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 1,334 TOTAL FILINGS FOR TAX YEAR 2021 USING DROP & GO TAX RETURNS, MYFREETAXES.COM, TAX SLAYER, AND OTHER REMOTE PREPARATION OPTIONS. OVER 1,945,890 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 266,800 IN TAX PREPARATION FEES. OVER 9000 VOLUNTEER HOURS WERE DEDICATED TO THE VITA PROGRAM BY VOLUNTEERS SERVING AS TAX PREPARERS, FACILITATORS, SITE COORDINATORS AND IN OTHER SUPPORTIVE ROLES. HOLIDAY HANDS UWHC'S 2021 HOLIDAY HANDS PROGRAM ASSISTED 801 FAMILIES, INCLUDING 1,133 ADULTS AND 1,120 CHILDREN HAVE A BRIGHTER HOLIDAY SEASON. THE PROGRAM INCREASES FINANCIAL STABILITY BY REDUCING FINANCIAL PRESSURES ON LOWER- INCOME FAMILIES, ELDERLY RESIDENTS ON FIXED INCOMES, SINGLE PARENTS, AND PEOPLE SUFFERING FROM ILLNESS WHO ARE STRUGGLING WITH MEDICAL BILLS DURING THE HOLIDAY SEASON AND WINTER MONTHS. THIS PROGRAM WAS IMPLEMENTED WITH THE HELP OF 90 VOLUNTEERS, AND 249 DONORS WHO CONTRIBUTED HOLIDAY GIFTS VALUED AT 92,145. VOLUNTEER CENTER UWHC HAS A UNIQUE INFRASTRUCTURE TO SUPPORT VOLUNTEERISM, AS THE ONLY UNITED WAY IN THE STATE OF NEW JERSEY TO HAVE A DEDICATED VOLUNTEER CENTER. 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. |
| FORM 990, PAGE 2, PART III, LINE 4D | TOOLS 4 SCHOOL THIS PROGRAM HELPS ENSURE STUDENTS ARE PREPARED FOR EDUCATIONAL SUCCESS AND ALLEVIATES THE FINANCIAL PRESSURES ON LOWER-INCOME FAMILIES BY PROVIDING THE REQUIRED GRADE-SPECIFIC SCHOOL SUPPLIES NEEDED TO START THE SCHOOL OFF RIGHT. WE HELPED A TOTAL OF 274 FAMILIES AND 673 STUDENTS PREPARE FOR THE 2022-23 SCHOOL YEAR, DISTRIBUTING SCHOOL SUPPLIES WITH A TOTAL VALUE OF OVER 40,000. THE OUR VOLUNTEER CENTER STAFF PROVIDED FAMILIES WITH SPECIFIC LISTS BASED ON EACH STUDENTS' SCHOOL, GRADE, AND TEACHER TO ENSURE THAT EVERYONE RECEIVED WHAT THEY NEEDED. UWHC MAINTAINS ONGOING RELATIONSHIPS WITH LOCAL SCHOOL DISTRICTS, SERVING AS A RESOURCE FOR SCHOOL SUPPLIES AS STUDENT NEEDS ARE IDENTIFIED THROUGHOUT THE SCHOOL YEAR. HUNTERDON HYGIENE CONNECTION HUNTERDON HYGIENE CONNECTION HELPS TO RELIEVE THE FINANCIAL BURDEN, WHICH CAN AVERAGE 1200 PER YEAR, OF PERSONAL HYGIENE PRODUCTS THAT ARE ESSENTIAL FOR HEALTH AND WELLNESS. DIAPERS, PERIOD PRODUCTS AND ADULT INCONTINENCE PRODUCTS ARE DISTRIBUTED TO INDIVIDUALS AND FAMILIES IN NEED THROUGH A COLLABORATIVE NETWORK OF 14 COMMUNITY PARTNER ORGANIZATIONS. ORIGINALLY ESTABLISHED AS THE HUNTERDON DIAPER BANK, THIS INITIATIVE WAS REBRANDED TO REFLECT THE EXPANSION OF AVAILABLE PRODUCTS. THIS YEAR WE DISTRIBUTED PRODUCTS VALUED AT 28,847 PROVIDED BY 89 GENEROUS DONORS. LATINO COALITION UWHC CONTINUES TO COORDINATE THE LATINO COALITION, A COLLABORATION OF PARTNER AGENCIES AND KEY COMMUNITY STAKEHOLDERS WORKING TO ADDRESS HEALTH, INCOME AND EDUCATION DISPARITIES AND PROVIDE CULTURALLY APPROPRIATE RESOURCES THROUGH ADVOCACY, COLLABORATIONS AND ACTION. THE COALITION CONVENES MONTHLY WITH REPRESENTATIVES FROM LOCAL SCHOOL DISTRICTS, FAITH GROUPS, HEALTHCARE PROFESSIONALS, SOCIAL WORKERS, STUDENTS, AND MORE. NJ 2-1-1 PARTNERSHIP WHEN SOMEONE DOESN'T KNOW WHERE TO START, THEY CAN REMEMBER THREE NUMBERS, 2-1-1. DIAL "2-1-1- OR VISIT NJ211.ORG ANYTIME. 211 PROVIDES INFORMATION ON EVERYTHING FROM FINDING A LOCAL SHELTER DURING A FLOOD OR POWER OUTAGE TO SOURCES FOR RENTAL ASSISTANCE. IN OUR STATE THE 2-1-1 SYSTEM IS MANAGED BY THE NJ 211 PARTNERSHIP, A SUBSIDIARY OF THE UNITED WAYS OF NEW JERSEY WHICH, IN 2002, WAS DESIGNATED BY THE BOARD OF PUBLIC UTILITIES AS SOLE ADMINISTRATOR. THIS CONFIDENTIAL SERVICE IS SUPPORTED BY LOCAL UNITED WAYS THROUGHOUT NEW JERSEY IN PARTNERSHIP WITH THE STATE OF NEW JERSEY. THRIVING COMMUNITIES THRIVING COMMUNITIES PROVIDES PUBLIC HEALTH OUTREACH TO OUR LATINO COMMUNITY TO ENCOURAGE HEALTHY BEHAVIORS AND REDUCE HEALTH DISPARITIES. THIS YEAR, 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 18 COMMUNITY HEALTH EDUCATION EVENTS, DISTRIBUTING 2417 COVID TEST KITS, AND HELPING TO DELIVER 380 VACCINES TO LOCAL RESIDENTS. |
| 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. |
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