2021-05-15T10:44:38-05:00 2020-06-30 812950760 SAX LLP 389 INTERPACE PARKWAY STE 3 PARSIPPANY NJ 07054 990 2019-07-01 210683073 UNITED WAY OF GREATER MERCER COUNTY UNIT 6096374912 3150 BRUNSWICK PIKE NO 230 LAWRENCEVILLE NJ 086482420 SANDRA TOUSSAINT-BURGHER PRESIDENT & CEO 6098961912 2021-05-14 1 MARQUS WHITE P00053187 9734726250 2021-05-14 2019 2022-09-23 18:48:47Z SANDRA TOUSSAINT-BURGHER 3150 BRUNSWICK PIKE SUITE 230 LAWRENCEVILLE NJ 086482420 1424569 0 X WWW.UWGMC.ORG X 1941 NJ TO IMPROVE PEOPLE'S LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES. 11 10 23 443 0 0 1518097 1377757 0 0 1119 19956 13285 26856 1532501 1424569 148833 119688 0 0 845281 787070 0 0 470288 691321 736928 1685435 1643686 -152934 -219117 1437419 1149629 631374 730283 806045 419346 X UNITED WAY OF GREATER MERCER COUNTY (UWGMC) IS HELPING HARD-WORKING, STRUGGLING FAMILIES. THIS IS MORE THAN 55,000 HOUSEHOLDS WHO ARE COMPRISED OF FRIENDS, CO-WORKERS, AND NEIGHBORS. THESE INDIVIDUALS WORK HARD, YET CANNOT AFFORD NECESSITIES LIKE HOUSING, FOOD, CHILDCARE, HEALTH CARE, AND TRANSPORTATION. AS A RESULT, THEY MUST MAKE DIFFICULT CHOICES IN THEIR LIVES WITH LIMITED RESOURCES. WE BELIEVE PEOPLE WHO WORK HARD SHOULD BE ABLE TO EXPERIENCE A BETTER QUALITY OF LIFE. 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 SUSTAINABLE PROGRAMS THAT USE EVIDENCE-BASED BEST PRACTICES AND DELIVER MEASURABLE OUTCOMES. OUR MISSION AND DIRECT SERVICE PROGRAMS FOCUS ON FILLING COMMUNITY GAPS AND EMPOWERMENT THROUGH ACTION. 0 0 132648 FINANCIAL STABILIY AND MOBILITY: FREE TAX PREPARATION/VITA: WHEN LIVING PAYCHECK TO PAYCHECK, EVERY PENNY COUNTS. HAVING TO PAY A TAX PREPARER THE AVERAGE $400 IT COSTS TO FILE YOUR FEDERAL TAX RETURN MEANS SKIMPING ON FOOD, PRESCRIPTION MEDICATIONS, OR UTILITY BILL. UNITED WAY OF GREATER MERCER COUNTY'S FREE TAX PREP PROGRAM ALSO KNOWN AS VITA (VOLUNTEER INCOME TAX ASSISTANCE) IS ESSENTIAL TO ENABLING LOW-TO-MODERATE INCOME HOUSEHOLDS GET THEIR HARD-EARNED MONEY BACK INTO THEIR POCKETS. LAST YEAR, 1,300+ MERCER COUNTY RESIDENTS TOOK ADVANTAGE OF UNITED WAY OF GREATER MERCER COUNTY'S FREE TAX PREPARATION PROGRAM (VITA), RESULTING IN MORE THAN $1.8 MILLION BEING PUT BACK INTO THE LOCAL ECONOMY. FINANCIAL WELLNESS: UNITED WAY OF GREATER MERCER COUNTY PARTNERS WITH VARIETY OF ORGANIZATIONS TO PROVIDE FINANCIAL WELLNESS RESOURCES INCLUDING COACHING AND WORKSHOPS TO INDIVIDUALS AND FAMILIES STRUGGLING TO MAKE ENDS MEET. IN RESPONSE TO THE UNANTICIPATED FINANCIAL HARDSHIP THAT COVID-19 HAS BROUGHT, UNITED WAY OF GREATER MERCER COUNTY'S GOAL IS TO ADDRESS A HOUSEHOLD'S ENTIRE FINANCIAL SITUATION, INCLUDING PAYING FOR ESSENTIALS, UNDERSTANDING DEBT REPAYMENT OPTIONS, BALANCING HOUSING COSTS WITH CREDIT CARD DEBT, AND STUDENT LOANS. 322219 72275 BASIC NEEDS, EMERGENCY SERVICES & HEALTH: COMMUNITY BENEFITS ENROLLMENT: UNITED WAY OF GREATER MERCER COUNTY IS RESPONDING TO THE INCREASE DEMAND FOR FOOD AND OTHER BASIC NEEDS SERVICES BOUGHT ON BY THE PANDEMIC. THE COMMUNITY BENEFITS ENROLLMENT PROGRAM ENABLES INDIVIDUAL AND FAMILIES TO ACCESS FEDERAL AND STATE RESOURCES. UNITED WAY STAFF SCREENS AND ENROLLS FINANCIALLY STRUGGLING HOUSEHOLDS IN NJ FAMILY CARE, SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP), SOCIAL SECURITY DISABILITY INSURANCE, TEMPORARY ASSISTANCE FOR NEEDY FAMILIES, THE AFFORDABLE HOUSING PROGRAM, THE LOW-INCOME HOME ENERGY ASSISTANCE PROGRAM, AND PARATRANSIT RESOURCES. IN ADDITION, UNITED WAY STAFF PROVIDE LIGHT CASE MANAGEMENT SUPPORT. THE STRIKE OUT HUNGER (SOH) INITIATIVE: UNITED WAY OF GREATER MERCER COUNTY'S STRIKE OUT HUNGER INITIATIVE APPLIES A MULTI-PRONGED APPROACH TO ADDRESSING FOOD INSECURITY FOR CHILDREN AND FAMILIES. (1) BRINGING GREATER AWARENESS TO THIS ISSUE WITH ADVOCACY EFFORTS. (2) GALVANIZING THE COMMUNITY BY HOSTING A COMMUNITY-WIDE MEAL PACKING EVENT. MEALS PACKED ARE THEN DISTRIBUTED TO FOOD PANTRIES IN THE MERCER COUNTY AREA. (3) PARTNERING WITH ROLLING HARVEST AND LOCAL ORGANIZATIONS TO BRING FRESH PRODUCE AND DAIRY INTO THE COMMUNITY. FOR FY 2019-20, OVER 5,000 HOUSEHOLDS RECEIVED FOOD AND FRESH PRODUCE (FRUITS, VEGETABLES, EGGS, AND OTHER PANTRY STAPLES). (4) AWARDING GRANTS TO COMMUNITY AND NONPROFIT ORGANIZATIONS LIKE JEWISH FAMILY AND CHILDREN'S SERVICE, MERCER STREET FRIENDS FOOD BANK, MOUNT CARMEL GUILD AND CAPITAL AREA YMCA, TO EXPAND THEIR FOOD INSECURITY PROGRAMS. FAMILYWIZE PRESCRIPTION SAVINGS PROGRAM: UNITED WAY OF GREATER MERCER COUNTY PARTNERS WITH FAMILYWIZE TO MAKE PRESCRIPTIONS MORE AFFORDABLE FOR INDIVIDUALS AND FAMILIES. THE PRESCRIPTION DISCOUNT CARD IS ACCEPTED AT PHARMACIES NATIONWIDE, INCLUDING MAJOR CHAINS AND INDEPENDENTS. NEARLY $500,000 WAS SAVED LAST YEAR ON PRESCRIPTION SAVINGS ON MENTAL HEALTH, DIABETES, ASTHMA, AND HEART DISEASE MEDICATIONS. MOST INDIVIDUALS USING THIS SERVICE ARE WORKING ADULTS BETWEEN 25 AND 64. UNITED WAY OF GREATER MERCER COUNTY IS MAKING SURE NJ 2-1-1, A MULTI-LINGUAL 24 HOURS/7 DAYS A WEEK EMERGENCY HELPLINE IS AVAILABLE FOR MERCER COUNTY RESIDENTS. FY 19-20, 16,284 CALLS WERE ANSWERED BY THE NJ 2-1-1 HOTLINE. NJ 2-1-1 IS AVAILABLE TO ALL RESIDENTS OF MERCER COUNTY REGARDLESS OF FINANCIAL CIRCUMSTANCE. DURING THE PANDEMIC, THE HOTLINE EXPERIENCED TWICE THE CALLS ABOUT ACCESSING FOOD, HEALTHCARE, HOUSING, AND LEGAL SERVICES. 45684 47413 ACCESS TO EDCUATION: 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. UNITED WAY OF GREATER MERCER COUNTY OFFERS WORKSHOPS AND ONE-ON-ONE CONSULTATION TO ENSURE LOW TO MODERATE INCOME BACKGROUND STUDENTS GAIN ACCESS TO FINANCIAL AND BASIC NEED SUPPORT AVAILABLE TO THEM SO THEY CAN PURSUE COLLEGE. UNITED WAY OF GREATER MERCER COUNTY IS MAKING BOOKS ALONG WITH ACTIVITY KITS AND SCHOOLS SUPPLIES AVAILABLE TO LOCAL ELEMENTARY SCHOOLS AND COMMUNITY-BASED PROGRAMS. TOGETHER WITH VOLUNTEERS AND INDIVIDUAL AND CORPORATE SUPPORTERS, UNITED WAY IS IMPACTING YOUNG LEARNERS. FOR FY 19-20, MORE THAN 200 BACKPACKS AND EDUCATION KITS EQUIPPED WITH BOOKS AND ACTIVITIES WERE DISTRIBUTED TO STUDENTS. 326720 VARIOUS SMALLER PROGRAMS THAT BENEFIT THE COMMUNITY. 326720 827271 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 X 18 0 1 23 1 0 0 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 6096374912 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 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 130005 0 20003 130005 0 20003 1 0 1 0 YOUR PART-TIME CONTROLLER LLC 1500 WALNUT STREET SUITE 1200 PHILADELPHIA PA 19102 FINANCIAL AND CONTROLLER SERVICES 164794 1 1377757 2500 1377757 19256 19256 26856 0 26856 26856 26856 700 0 700 700 700 1424569 0 0 46812 X 119688 119688 156389 116903 8207 31279 472758 189551 105665 177542 111395 47694 23402 40299 46528 22251 8625 15652 296729 129621 65267 101841 29069 20819 8250 7375 2989 4030 356 196364 96094 35623 64647 4966 3159 67 1740 6629 3210 1598 1821 2897 2897 13611 84 13527 EQUIPMENT EXPENSE 48967 18366 26144 4457 BANK AND CREDIT CARD FE 19976 120 19856 TELECOMMUNICATIONS 19661 11451 2811 5399 UNITED WAY WORLDWIDE DU 17011 8135 3153 5723 73673 37136 25255 11282 1643686 827271 346127 470288 59685 117181 69227 180616 308290 96673 5000 563 14645 19334 138238 114630 121330 23608 716231 595323 143011 116331 1437419 1149629 189741 200785 168864 160807 200000 200000 155935 72769 12756 631374 730283 X 677228 308760 128817 110586 806045 419346 1437419 1149629 X -219117 -17313 -150269 X X 0 1 X 1 0 X 3875981 3925080 1909003 1518097 1377757 12605918 3875981 3925080 1909003 1518097 1377757 12605918 1685369 10920549 32673 28793 8181 31740 46112 147499 9185 21562 15694 46441 12799858 0.85320 0.84560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 915701 6089 -35688 125000 2500 758602 1403222 25606 31873 542500 2500 915701 1250309 24356 128557 1403222 1119066 24356 133515 26628 1250309 1111967 24356 9520 26777 1119066 0.96570 0.03430 1 0 138238 114630 23608 23608 BENEFICIAL INTEREST IN ASSETS HELD BY FDN 116331 116331 DESIGNATIONS PAYABLE 12756 12756 X 1238988 -17313 -17313 1256301 168267 168267 1424568 1625686 0 1625686 18000 18000 1643686 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 18,000. PROVISION FOR UNCOLLECTIBLE PLEDGE 150,267. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 18,000. 1 MERCER STREET FRIENDS 151 MERCER STREET TRENTON NJ 08611 210738990 501C3 10316 SUMMER HUNGER CAMPAIGN NJ 2-1-1 PARTNERSHIP 114 ALGONQUIN PARKWAY WHIPPANY NJ 07981 223338917 501C3 15000 INFORMATION & REFERRAL ARM IN ARM 123 EAST HANOVER STREET TRENTON NJ 08608 223198464 501C3 7500 SUMMER HUNGER CAMPAIGN CAPITAL AREA YMCA 431 PENNINGTON AVENUE TRENTON NJ 08618 210635052 501C3 10000 SUMMER HUNGER CAMPAIGN CATHOLIC YOUTH ORGANIZATION OF MERCER COUNTY 920 SOUTH BROAD STREET TRENTON NJ 08611 222054324 501C3 5049 SUMMER HUNGER CAMPAIGN JEWISH FAMILY AND CHILDREN'S SERVICES OF GREATER MERCER COUNTY 707 ALEXANDER ROAD SUITE 102 PRINCETON NJ 08540 210634563 501C3 7720 SUMMER HUNGER CAMPAIGN MOUNT CARMEL GUILD 73 NORTH CLINTON AVENUE TRENTON NJ 08609 210675183 501C3 12124 SUMMER HUNGER CAMPAIGN ROLLING HARVEST FOOD RESCUE 3920 RIVER ROAD NEW HOPE PA 18938 274630639 501C3 5000 SUMMER HUNGER CAMPAIGN UIH FAMILY PARTNERS 4 NORTH BROAD STREET SUITE 2R TRENTON NJ 08608 210635048 501C3 24000 FMV FURNITURE COMMUNITY SUPPORT ISLES INC 10 WOOD STREET TRENTON NJ 08618 222350832 501C3 24000 FMV FURNITURE COMMUNITY SUPPORT PART I, LINE 2: UWGMC DELIVERS COMMUNITY FUNDING THROUGH TWO PRIMARY METHODS: 1. UWGMC MANAGED PROGRAMS 2. DONOR DESIGNATIONS UWGMC MANAGED PROGRAMS UWGMC'S COMMUNITY INVESTMENTS FOLLOW A THREE STEP PROCESS: 1. DOES THE PROGRAM DELIVER A SUSTAINED BENEFIT TO THE CLIENT WE ARE ASSISTING? 2. DOES THE PROGRAM EMPLOY AN EVIDENCED-BASED CONSTRUCT PROVEN TO WORK IN OTHER SIMILAR SITUATIONS WITH SIMILAR DEMOGRAPHICS? 3. DOES THE PROGRAM ALSO DELIVER TO THE MERCER COUNTY COMMUNITY AN ECONOMIC BENEFIT THAT CAN BE INDEPENDENTLY VERIFIED? THE AWARDING OF SERVICE CONTRACTS TO BOTH NON-PROFIT AND FOR-PROFIT AGENCIES TO SUPPORT UWGMC PROGRAMS IS DONE BASED ON THE EXPERTISE OF THE AGENCY, EXPERIENCE IN SERVING A SIMILAR POPULATION, PREVIOUS TRACK RECORD OF SERVICE DELIVERY, AND COST. UWGMC EMPLOYS AN OUTCOMES MANAGEMENT TOOL, ETO (VENDOR: SOCIAL SOLUTIONS) TO TRACK ALL ACTIVITIES PERFORMED BY ALL AGENCIES UNDER CONTRACT TO A SPECIFIC PROGRAM. GENERATED MONTHLY REPORTS OUTLINE INDIVIDUAL SERVICES DELIVERED TO EACH CLIENT INCLUDING AMOUNT OF SERVICE AND ANY NARRATIVE REQUIRED TO FURTHER EXPLAIN EACH CLIENT'S SPECIFIC NEEDS/CONCERNS. EACH PROGRAM, INCLUDING ALL PARTICIPATING AGENCIES, MEETS MONTHLY TO DISCUSS INDIVIDUAL CLIENT NEEDS, ISSUES AND UPCOMING SERVICE REQUIREMENTS. DONOR DESIGNATIONS THROUGH ITS WORKPLACE CAMPAIGN, UWGMC ALLOWS EACH DONOR TO SELF-SELECT THE 501 C 3 THEY WISH TO SUPPORT. UWGMC THEN PROCESSES THE DONOR'S WISHES BY GENERATING, IN MOST CASES QUARTERLY, THE PAYMENT TO THE INSTITUTION OF THE DONOR'S CHOICE. 0 0 0 0 0 0 0 0 0 SANDRA TOUSSAINT PRESIDENT & CEO 130005 0 0 0 0 0 7354 0 12649 0 150008 0 0 0 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 121,627. MANAGEMENT AND GENERAL EXPENSES 41,160. FUNDRAISING EXPENSES 94,141. TOTAL EXPENSES 256,928. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 7,994. MANAGEMENT AND GENERAL EXPENSES 24,107. FUNDRAISING EXPENSES 7,700. TOTAL EXPENSES 39,801. FORM 990, PART XI, LINE 9: UNCOLLECTIBLE PLEDGES -150,269. 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. COLLABORATION SCIENCES INC 3150 BRUNSWICK PIKE STE 300 LAWRENCEVILLE NJ 08648 473250984 MEMBERSHIP ORGANIZATION DE 501(C)(4) UNITED WAY OF GREATER MERCER COUNTY 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0