2022-05-16T13:08:05-05:00 2021-06-30 812950760 SAX LLP 389 INTERPACE PARKWAY STE 3 PARSIPPANY NJ 07054 990 2020-07-01 210683073 UNITED WAY OF GREATER MERCER COUNTY UNIT 6098961912 3150 BRUNSWICK PIKE NO 230 LAWRENCEVILLE NJ 086482420 SANDRA TOUSSAINT-BURGHER PRESIDENT & CEO 6098961912 2022-05-10 1 SANDRA TOUSSAINT-BURGHER 999009999 MARQUS WHITE P00053187 9734726250 2022-05-10 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z SANDRA TOUSSAINT-BURGHER 3150 BRUNSWICK PIKE SUITE 230 LAWRENCEVILLE NJ 086482420 1447979 0 X WWW.UWGMC.ORG X 1941 NJ TO IMPROVE PEOPLE'S LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES. 11 10 20 650 0 0 1377757 1406936 0 0 19956 15207 26856 25836 1424569 1447979 119688 95681 0 0 787070 726307 0 0 326800 736928 587526 1643686 1409514 -219117 38465 1149629 1312023 730283 648049 419346 663974 X UNITED WAY OF GREATER MERCER COUNTY (UWGMC) WORKS 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 STRIVE TO HAVE IMPACT AND CARRY OUT OUR WORK BY ASSISTING LOW-TO-MODERATE INCOME HOUSEHOLDS ACCESS BASIC NEEDS SERVICES, OVERCOME ECONOMIC BARRIERS, AND IMPROVE THEIR FINANCIAL STABILITY. RECOGNIZING THAT IT'S GOING TO TAKE MORE THAN ONE-ENTITY TO ADDRESS CHALLENGES AFFECTING FINANCIALLY FRAGILE FAMILIES, UNITED WAY OF GREATER MERCER COUNTY PARTNERS WITH COMMITTED VOLUNTEERS, COMMUNITY ORGANIZATIONS, BUSINESSES, GOVERNMENT, AND OTHER STAKEHOLDERS. OUR GOAL IS TO CREATE A STRONG, VIBRANT, AND HEALTHY COMMUNITY WHEREBY ALL CAN THRIVE. 0 0 369655 95681 BASIC NEEDS, EMERGENCY SERVICES & HEALTH: THE COVID-19 PANDEMIC EXPOSED GAPS IN SYSTEMS DESIGNED TO HELP SO MANY. UNITED WAY OF GREATER MERCER COUNTY (UWGMC) IS MAKING A DIFFERENCE BY: EXPANDING ACCESS TO HEALTH CARE: UWGMC IS SCREENING AND ENROLLING MERCER COUNTY RESIDENTS IN NJ FAMILY CARE, MEDICAID, AND OTHER INSURANCE PROGRAMS. STOCKING UP THE LOCAL FOOD PANTRIES AND GETTING FRESH PRODUCE INTO THE COMMUNITY: UWGMC'S STRIKE OUT HUNGER INITIATIVE IS ADDRESSING FOOD INSECURITY FOR CHILDREN AND FAMILIES BY (1) BRINGING GREATER AWARENESS TO THIS ISSUE WITH ADVOCACY EFFORTS. (2) GALVANIZING THE COMMUNITY BY HOSTING A COMMUNITY-WIDE MEAL PACKING EVENT. (3) PARTNERING WITH ROLLING HARVEST AND LOCAL FARMS TO BRING FRESH PRODUCE AND DAIRY INTO THE COMMUNITY ESPECIALLY AREAS IDENTIFIED AS HAVING FOOD DESERTS. RESPONDING TO THE INCREASE DEMAND FOR FOOD AND OTHER BASIC NEEDS SERVICE: UWGMC IS ENROLLING INDIVIDUALS AND FAMILIES WALKING A FINANCIAL TIGHTROPE IN SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP), LOW-INCOME HEATING AND ENERGY ASSISTANCE (LIHEAP), SUPPLEMENTAL SECURITY INCOME (SSI), SOCIAL SECURITY DISABILITY INCOME (SSDI) AND OTHER VITAL RESOURCES. PARTNERING WITH SINGLE CARE (FORMERLY FAMILYWIZE) TO MAKE PRESCRIPTIONS MORE AFFORDABLE FOR MERCER COUNTY RESIDENTS. THIS FREE SERVICE IMMEDIATELY LOWERS THE COST OF PRESCRIPTION MEDICATIONS BY AN AVERAGE OF 45% AND CAN BE USED WHETHER OR NOT AN INDIVIDUAL HAS INSURANCE. ENSURING NJ 2-1-1, A MULTILINGUAL INFORMATION REFERRAL HOTLINE IS AVAILABLE TO RESIDENTS OF MERCER COUNTY 24 HOURS A DAY/7 DAYS A WEEK. DURING THE HEIGHT OF THE PANDEMIC, THE HOTLINE RECEIVED DOUBLE THE CALL VOLUME ABOUT ACCESSING FOOD, HEALTHCARE, HOUSING, AND LEGAL SERVICES. MOST OF THE INQUIRIES CAME FROM TRENTON, LAWRENCEVILLE, PRINCETON, AND HIGHTSTOWN.WHY OUR WORK MATTERS: 205 HOUSEHOLDS: CONNECTED TO FEDERAL AND STATE PROGRAMS FOR BASIC NEEDS LIKE HEALTH CARE, FOOD, AND HOUSING PROGRAMS. 2,735 INDIVIDUALS: SAVED MONEY ON THEIR MENTAL HEALTH, DIABETES, ASTHMA, HEART DISEASE AND OTHER PRESCRIBED MEDICATIONS. 14,493 MERCER COUNTY RESIDENTS: CONNECTED TO NJ 211 FOR BASIC NEEDS LIKE FINANCIAL ASSISTANCE, HOUSING, MEDICAL AND MENTAL HEALTH SERVICES AND MORE. 127582 FINANCIAL STABILIY AND MOBILITY: TO HELP MERCER COUNTY INDIVIDUALS AND FAMILIES NAVIGATE THE FINANCIAL IMPACT OF COVID-19 AND OTHER LIFE EVENTS, UWGMC PROVIDES THE FOLLOWING PROGRAMS: FREE TAX PREPARATION SERVICES ALSO KNOWN AS VITA (VOLUNTEER INCOME TAX ASSISTANCE PROGRAM), FINANCIAL EDUCATION, AND COACHING. OUR GOAL IS TO BOOST THE DISCRETIONARY INCOME FOR STRUGGLING HOUSEHOLDS INCLUDING THE NEWLY UNEMPLOYED. BOOSTING DISCRETIONARY INCOME IS VITAL TO COVERING ESSENTIALS EACH MONTH AS WELL AS PLANNING FOR EMERGENCIES AND THE FUTURE.WHY OUR WORK MATTERS:* FREE TAX PREPARATION/VITA: HAVING TO PAY A TAX PREPARER THE AVERAGE $400 IT COSTS TO FILE FEDERAL TAX RETURN MEANS SKIMPING ON FOOD, PRESCRIPTION MEDICATIONS, OR UTILITY BILL. UWGMC'S VITA SAVED HARD-WORKING STRUGGLING FAMILIES MORE THAN $420,000 IN TAXPAYER FEES WHICH MEANS FAMILIES CAN KEEP MORE OF THEIR HARD-EARNED DOLLARS.* FREE FINANCIAL EDUCATION AND COACHING: UWGMC PARTNERS WITH NATIONAL AND LOCAL ORGANIZATIONS TO PROVIDE FINANCIAL EDUCATION WORKSHOPS, COACHING AND DEBT MANAGEMENT SERVICES TO FAMILIES STRUGGLING TO MAKE ENDS MEET. THESE SERVICES HELP INDIVIDUALS DEVELOP AND MAINTAIN A PLAN FOR GETTING OUT OF CRISIS TO MOVING TO ECONOMIC MOBILITY. SNAPSHOT OF WHO WE HELPED: AVERAGE GROSS INCOME (AGI) $26,276 AVERAGE AGE OF VITA PARTICIPANT 55 MOST HAVE COMPLETED HIGH SCHOOL APPROXIMATELY 80% ARE PEOPLE OF COLOR 68951 0 ACCESS TO EDUCATION: UNITED WAY OF GREATER MERCER COUNTY IS MAKING BOOKS AND SCHOOLS SUPPLIES AVAILABLE TO LOCAL ELEMENTARY SCHOOLS AND COMMUNITY-BASED PROGRAMS. WITH THE HELP OF VOLUNTEERS AND BUSINESSES, UWGMC IS IMPACTING YOUNG LEARNERS. FOR HIGH-SCHOOL STUDENTS, UWGMC IS ASSISTING FAMILIES NAVIGATE THE COLLEGE APPLICATION PROCESS WHICH INCLUDES ONE-ON-ONE CONSULTATION, WORKSHOPS, AND ASSISTANCE WITH COMPLETING THE FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA). STUDENTS FROM LOW-INCOME BACKGROUNDS ARE NOT FILING OR RENEWING THEIR FAFSA APPLICATION AT THE SAME RATE AS HIGHER-INCOME STUDENTS. UWGMC IS WORKING TO ENSURE LOW TO MODERATE INCOME BACKGROUND STUDENTS GAIN ACCESS TO FINANCIAL AND BASIC NEED SUPPORT AVAILABLE TO THEM SO THEY CAN PURSUE COLLEGE.WHY OUR WORK MATTERS: 85 EDUCATION KITS: CHILDREN AT ELEMENTARY SCHOOLS AND COMMUNITY PROGRAMS IN MERCER COUNTY GAINED EDUCATIONAL EXPERIENCES IN LITERACY, SCIENCE, MATH, FINE ARTS, AND CREATIVE THINKING WITH A HANDS-ON PROJECT. 44 STUDENTS: PARTICIPATED IN COLLEGE FINANCIAL AID ASSISTANCE AND COLLEGE ADMISSION ESSAY WORKSHOPS. STUDENTS RECEIVED HELP TO NAVIGATE THE COLLEGE PROCESS AND SAVED MONEY ON TUITION TO MAKE HIGHER EDUCATION ACCESSIBLE. 272727 NON-PROFIT CAPACITY BUILDING CAPACITY BUILDING ENABLES NON-PROFITS TO MEET ITS OPERATIONAL, PROGRAMMATIC, FINANCIAL, OR OVERALL ORGANIZATIONAL GOALS. UNITED WAY OF GREATER MERCER COUNTY PROVIDES CAPACITY BUILDING ASSISTANCE TO MERCER COUNTY NON-PROFITS BY LENDING EXPERTISE, ASSISTING WITH VOLUNTEER RECRUITMENT, FACILITATING WORKSHOPS ON TOPICS AFFECTING THE NON-PROFIT SECTOR, SERVING AS A CONNECTOR, AND PROVIDING SMALL GRANTS. WHY OUR WORK MATTERS: UWGMC SERVES AS CHAIR OF THE LOCAL EMERGENCY FOOD AND SHELTER PROGRAM BOARD AND ENSURED $ 404,465 FEDERAL FUNDS WERE DISTRIBUTED TO MERCER COUNTY NON-PROFITS FOCUSED ON FOOD AND SHELTER SERVICES. UWGMC STAFF FACILITATED WORKSHOPS TO OVER FIFTY PARTICIPANTS. 272727 838915 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 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 15 0 1 20 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 JENNIFER WOODS 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 ELIZABETH HANNA TRUSTEE 1.00 X 0 0 0 MICHAEL A ROWE ESQ TRUSTEE 1.00 X 0 0 0 RITA RIBEIRO TRUSTEE 1.00 X 0 0 0 EUGENE MARSH 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 SANDRA TOUSSAINT PRESIDENT & CEO 37.50 X 129567 0 17253 129567 0 17253 1 0 0 0 YOUR PART-TIME CONTROLLER LLC 1500 WALNUT STREET SUITE 1200 PHILADELPHIA PA 19102 FINANCIAL AND CONTROLLER SERVICES 120153 1 155935 1251001 1406936 13530 13530 16010 0 16010 16010 16010 1677 0 1677 1677 1677 MISCELLANEOUS REVENUE 900099 9826 9826 9826 1447979 0 0 41043 X 95681 95681 152654 114111 8011 30532 443525 226931 80778 135816 86185 45548 14899 25738 43943 24896 6677 12370 231988 124609 49688 57691 3322 293 3029 3656 1535 1879 242 177618 106759 24841 46018 968 485 124 359 1988 887 475 626 10591 10591 2897 2897 23582 23582 EQUIPMENT EXPENSE 48119 40883 4693 2543 TELECOMMUNICATIONS 21827 15065 2051 4711 PROGRAM EXPENSES 19606 19577 29 UNITED WAY WORLDWIDE DU 17069 9670 2594 4805 24295 11985 9990 2320 1409514 838915 243799 326800 117181 167274 180616 96131 96673 79900 563 5500 19334 27362 138238 117527 23608 20711 595323 767276 116331 147869 1149629 1312023 200785 236429 160807 124732 200000 118182 155935 150000 12756 18706 730283 648049 X 308760 486493 110586 177481 419346 663974 1149629 1312023 X 38465 182756 23407 X X 0 1 X 1 0 X 3925080 1909003 1518097 1377757 1406936 10136873 3925080 1909003 1518097 1377757 1406936 10136873 1596870 8540003 28793 8181 31740 46112 29540 144366 21562 15694 9826 47082 10328321 0.82690 0.85320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 758602 6089 197029 2500 959220 915701 6089 -35688 125000 2500 758602 1403222 25606 31873 542500 2500 915701 1250309 24356 128557 1403222 1119066 24356 133515 26628 1250309 1 0 138238 117527 20711 20711 BENEFICIAL INTEREST IN ASSETS HELD BY FDN 147869 147869 DESIGNATIONS PAYABLE 18706 18706 X 1635436 182756 182756 1452680 -4701 -4701 1447979 1390808 0 1390808 18706 18706 1409514 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: 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 COMBINED FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. PART XI, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 18,706. PROVISION FOR UNCOLLECTIBLE PLEDGE -23,407. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 18,706. 1 CAPITAL AREA YMCA 431 PENNINGTON AVENUE TRENTON NJ 08618 210635052 501C3 10000 SUMMER HUNGER CAMPAIGN JEWISH FAMILY AND CHILDREN'S SERVICES OF GREATER MERCER COUNTY 707 ALEXANDER ROAD SUITE 102 PRINCETON NJ 08540 210634563 501C3 5316 SUMMER HUNGER CAMPAIGN MERCER STREET FRIENDS 151 MERCER STREET TRENTON NJ 08611 210738990 501C3 16189 COVID-19 GRANT MOUNT CARMEL GUILD 73 NORTH CLINTON AVENUE TRENTON NJ 08609 210675183 501C3 5000 SUMMER HUNGER CAMPAIGN NJ 2-1-1 PARTNERSHIP 114 ALGONQUIN PARKWAY WHIPPANY NJ 07981 223338917 501C3 8000 INFORMATION & REFERRAL EVERY CHILD VALUED A NJ NONPROFIT CORPORATION 175 JOHNSON AVENUE LAWRENCEVILLE NJ 06648 264654078 501C3 6000 COVID-19 GRANT INTERFAITH CAREGIVERS OF GREATER MERCER COUNTY 3635 QUAKERBRIDGE RD STE 16 HAMILTON NJ 08619 223312846 501C3 5000 COVID-19 GRANT JOHN O WILSON HAMILTON NEIGHBORHOOD CENTER INC 169 WILFRED AVENUE HAMILTON NJ 08610 222402481 501C3 5000 COVID-19 GRANT LATIN AMERICAN LEGAL DEFENSE AND EDUCATION FUND 714-716 S CLINTON AVENUE TRENTON NJ 08611 202484231 501C3 5000 COVID-19 GRANT RISE A COMMUNITY SERVICE PARTNERSHIP 219 FRANKLIN STREET HIGHTSTOWN NJ 08520 222405087 501C3 5000 COVID-19 GRANT 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 114,209. MANAGEMENT AND GENERAL EXPENSES 26,742. FUNDRAISING EXPENSES 53,582. TOTAL EXPENSES 194,533. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 10,400. MANAGEMENT AND GENERAL EXPENSES 22,946. FUNDRAISING EXPENSES 4,109. TOTAL EXPENSES 37,455. FORM 990, PART XI, LINE 9: UNCOLLECTIBLE PLEDGES 23,407. 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.