2025-07-14T13:36:55-04:00 2024-08-31 223299874 BKC CPAS PC 39 STATE ROUTE 12 STE 2 FLEMINGTON NJ 08822 990 2023-09-01 222431065 UNITED WAY OF HUNTERDON COUNTY UNIT 9087823414 4 WALTER FORAN BLVD SUITE 401 FLEMINGTON NJ 08822 JENNIFER THOMPSON MSW CEO 9087823414 2024-07-07 true false MICHAEL A HOLK CPA P01315390 9087827900 2025-07-07 2023 2025-03-06 01:10:19Z JENNIFER THOMPSON MSW 1391112 false X WWW.UWHUNTERDON.ORG X 1982 NJ TO BRING PEOPLE AND RESOURCES TOGETHER TO IMPROVE LIVES AND CONDITIONS AND TO ADVANCE THE COMMON GOOD OF OUR COMMUNITY. 16 16 12 241 0 1069282 1252794 0 66879 138318 0 1136161 1391112 176598 200309 0 637843 781595 0 161162 560251 564397 1374692 1546301 -238531 -155189 2953419 2851104 535166 555405 2418253 2295699 X 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. false false 221347 172891 21674 THRIVING COMMUNITIES/TIRO THRIVING COMMUNITIES PROVIDES PUBLIC HEALTH OUTREACH PRIMARILY TO OUR LATINO COMMUNITY. 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 36 COMMUNITY HEALTH EDUCATION EVENTS, DISTRIBUTING COVID TEST KITS, AND PARTNERING WITH 68 COMMUNITY ORGANIZATIONS TO DELIVER VACCINES, HEALTH SCREENING AND EDUCATION. OTHER HIGHLIGHTS INCLUDED 5 WORKSHOPS RELATED TO MENTAL HEALTH, AND A SUMMER HEALTH FAIR & CELEBRATION OF CULTURE WITH 400 ATTENDEES. 160845 160845 VOLUNTEER INCOME TAX ASSISTANCE (VITA) THIS FEE TAX PREPARATION PROGRAM IS THE CORNERSTONE OF UWHC'S FINANCIAL STABILITY WORK. VITA VOLUNTEERS WERE ABLE TO HELP CLIENTS COMPLETE OVER 1600 TOTAL FILINGS FOR TAX YEAR 2023 USING DROP & GO TAX RETURNS, TAX SLAYER, AND OTHER REMOTE PREPARATION OPTIONS. OVER 1.9M IN FEDERAL AND STATE REFUNDS AND CREDITS AND .7K OF TAXES DUE. VITA TAX PREPARERS HELPED SENIORS WITH PROPERTY TAX REIMBURSEMENT AND HOMESTEAD BENEFIT FORMS. THE VITA TAX PROGRAM SEES A TREMENDOUS RETURN ON INVESTMENT. WE ESTIMATED THE VALUE OF OUR TAX SERVICES SAVED CLIENTS APPROXIMATELY 154K IN TAX PREPARATION FEES. 5372 VOLUNTEER HOURS WERE DEDICATED TO THE VITA PROGRAM BY VOLUNTEERS SERVING AS TAX PREPARERS, FACILITATORS, SITE COORDINATORS AND IN OTHER SUPPORTIVE ROLES. 170531 123325 HOLIDAY HANDS UWHC'S HOLIDAY HANDS PROGRAM INCREASES FINANCIAL STABILITY BY REDUCING FINANCIAL PRESSURES ON LOWER-INCOME FAMILIES, ELDERLY RESIDENTS ON FIXED INCOMES, SINGLE PARENTS, AND PEOPLE WHO ARE STRUGGLING DURING THE HOLIDAY SEASON AND WINTER MONTHS. THIS PROGRAM SERVES OVER 1600 HUNTERDON COUNTY RESIDENTS. 497484 37739 CURRENT INITIATIVES: VOLUNTEER CENTER AND OTHER PROGRAMS 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. EXPENSES AND GRANTS RELATED TO OTHER VOLUNTEERING PROGRAMS ARE ALSO INCLUDED IN THIS SECTION. 497484 37739 1050207 true true false false false false false false false true true true false false true true false false false false false false false false false false false true false true false false false false false false false false true false false false false false false false false true 16 0 12 true false false false false false false false false false false false false false false X 16 16 false false false false true true false true true false false true true true true true true true false false NJ X X X THE ORGANIZATION 9087823414 4 WALTER FORAN BLVD NO 401 FLEMINGTON NJ 08822 X JENNIFER THOMPSON MSW CEO 35.00 X X 0 0 0 BRENDA ESLER CEO 35.00 X 125000 0 0 JOHN CHIEFFO PRESIDENT 3.00 X X 0 0 0 ROB CRANE VICE PRESIDE 3.00 X X 0 0 0 CHRISTOPHER MCDANIEL TREASURER 3.00 X X 0 0 0 WILLIAM HAMILTON SECRETARY 3.00 X X 0 0 0 KEN O'GORMAN FINANCE CHAI 3.00 X X 0 0 0 MR JOHN L RICE GOVERNANCE C 3.00 X X 0 0 0 AUDREY BLUMBERG COMMUNIC LIA 3.00 X X 0 0 0 KRISTY TALORICO R&D LIAISON 3.00 X X 0 0 0 MICHAEL C WELLONS STRATEGIC PL 3.00 X X 0 0 0 AMELIA WEEDER SCHOLARSHIP 3.00 X X 0 0 0 DON ATKINSON BOARD MEMBER 1.00 X 0 0 0 AMY CONOVER BOARD MEMBER 1.00 X 0 0 0 MR JOSEPH W GUNNET JR BOARD MEMBER 1.00 X 0 0 0 CLAUDIA MARCHESE BOARD MEMBER 1.00 X 0 0 0 JESSE MCMANUS BOARD MEMBER 1.00 X 0 0 0 MURALI PARTHASARATHY BOARD MEMBER 1.00 X 0 0 0 125000 1 true false false 1252794 185394 1252794 38354 38354 99964 99964 99964 99964 1391112 138318 X 200309 200309 125000 77500 25000 22500 516710 358200 91336 67174 14728 10000 2666 2062 70170 47645 12701 9824 54987 37336 9953 7698 18047 18047 168582 41702 118294 8586 67781 46091 12201 9489 42897 29170 7721 6006 11896 8089 2142 1665 10459 7112 1883 1464 18846 15879 1669 1298 6493 4415 1169 909 37291 25358 6712 5221 19259 13096 3467 2696 SUPPLIES 85207 57941 15337 11929 EVENT EXPENSES 52184 52184 PRINTING 17493 11895 3149 2449 BAD DEBT EXPENSE 5353 5353 2609 932 1485 192 1546301 1050207 334932 161162 400871 93974 381611 375639 26385 48318 149989 261185 3915 1617 1386785 445025 970877 941760 1019771 1128611 2953419 2851104 199022 212479 58536 85451 241441 228083 36167 29392 535166 555405 X 2418253 2295699 2418253 2295699 2953419 2851104 -155189 32635 X false false false X 1357771 1239524 1249699 1219271 1252794 6319059 1357771 1239524 1249699 1219271 1252794 6319059 6319059 15005 10991 12441 20439 38354 97230 108000 103000 211000 6627289 0.95350 0.95490 X PART II, LINE 10 PAYCHECK PROTECTION PROGRAM LOAN 211,000 SUPPLEMENTAL INFORMATION OTHER INCOME FROM 2019 & 2020 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1019771 162017 43278 9899 1128611 988111 42002 1028 9314 1019771 1095064 -82188 15000 9765 988111 965481 199097 60000 9514 1095064 963419 70820 60000 8758 965481 1.00000 false false 97500 97500 1226418 391974 834444 62867 53051 9816 941760 DOMESTIC COMMON STOCK 488692 F MUTUAL FUNDS 438527 F EQUITY MUTUAL FUNDS 196345 F SHORT TERM INVESTMENTS 5047 F 1128611 PAYROLL LIABILITIES 29392 29392 X 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. false true ALLOCATIONS TO 211 14915 NON CASH GIK TO AGENCIES 185394 SCHEDULE I, PAGE 4, PART IV SCHEDULE I, PART I, LINE 2 UNITED WAY OF HUNTERDON COUNTY UNDERGOES AN ANNUAL CITIZEN REVIEW PROCESS FOR OUR RESOURCE INVESTMENT. THIS PROCESS INCLUDES AN OPEN REQUEST FOR PROPOSAL WITH COMMITTEE REVIEWS FOCUSED ON OUTCOMES MEASUREMENT AND ANNUAL DATA REVIEWS AND EVALUATIONS. FUNDED PARTNERS ADHERE TO AN AGREED CONTRACT. X false false false false false false false false false BRENDA ESLER CEO 125000 125000 X 185394 RETAIL VALUE false false false 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, PAGE 2, PART III, LINE 4B VOLUNTEER INCOME TAX ASSISTANCE (VITA) THIS FEE TAX PREPARATION PROGRAM IS THE CORNERSTONE OF UWHC'S FINANCIAL STABILITY WORK. VITA VOLUNTEERS WERE ABLE TO HELP CLIENTS COMPLETE OVER 1600 TOTAL FILINGS FOR TAX YEAR 2023 USING DROP & GO TAX RETURNS, TAX SLAYER, AND OTHER REMOTE PREPARATION OPTIONS. OVER 1.9M IN FEDERAL AND STATE REFUNDS AND CREDITS AND .7K OF TAXES DUE. VITA TAX PREPARERS HELPED SENIORS WITH PROPERTY TAX REIMBURSEMENT AND HOMESTEAD BENEFIT FORMS. THE VITA TAX PROGRAM SEES A TREMENDOUS RETURN ON INVESTMENT. WE ESTIMATED THE VALUE OF OUR TAX SERVICES SAVED CLIENTS APPROXIMATELY 154K IN TAX PREPARATION FEES. 5372 VOLUNTEER HOURS WERE DEDICATED TO THE VITA PROGRAM BY VOLUNTEERS SERVING AS TAX PREPARERS, FACILITATORS, SITE COORDINATORS AND IN OTHER SUPPORTIVE ROLES. FORM 990, PAGE 2, PART III, LINE 4D CURRENT INITIATIVES: VOLUNTEER CENTER AND OTHER PROGRAMS 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. EXPENSES AND GRANTS RELATED TO OTHER VOLUNTEERING PROGRAMS ARE ALSO INCLUDED IN THIS SECTION. 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. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES - OTHER 0 42,567 0 PROFESSIONAL FEES 0 28,115 0 PROFESSIONAL FEES - TECHNOLOG 0 13,714 0 PROFESSIONAL FEES 0 4,934 0 PROFESSIONAL FEES - TECHNOLOG 0 863 0 PROFESSIONAL FEES 0 23,918 0 PROFESSIONAL FEES - TECHNOLOG 0 4,183 0 PROFESSIONAL FEES 0 0 8,586 PROFESSIONAL FEES 41,702 0 0 TOTAL 41,702 118,294 8,586