2021-11-12T12:41:40-06:00 2020-12-31 231144520 Tait Weller & Baker LLP 50 South 16th Street Suite 2900 Philadelphia PA 19102 990 2020-01-01 221520408 UNITED WAY OF CENTRAL JERSEY INC UNIT 7322473727 32 FORD AVE MILLTOWN NJ 08850 Gloria Aftanski President, CPO 7322473727 2021-11-12 1 Gloria Aftanski 999009999 Harrison Pereira P00746867 2159798800 2021-11-12 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z Gloria Aftanski 32 FORD AVE MILLTOWN NJ 08850 5243646 0 X WWW.UWCJ.ORG X 1930 NJ Striving to ensure all young children in our communities attain a more successful future. 15 15 18 150 0 0 1859145 1835859 1257326 1179800 121248 69377 51089 67366 3288808 3152402 352144 427236 0 0 931839 947352 0 0 142768 1575073 1600226 2859056 2974814 429752 177588 5968134 6052127 485601 289217 5482533 5762910 X United Way of Central Jersey's leadership brings together resources for local disadvantaged families to ensure that all young children in our community attain better educational outcomes and a healthier, brighter and more successful future. We accomplish our mission in collaboration with our partners, volunteers, and the generosity of our donors. 0 0 1238727 787230 HEALTHNurse Family Partnership The Nurse Family Partnership (NFP) program targets low income, first time pregnant women and provides comprehensive health, parenting, and developmental education along with a range of other supportive services from the twelfth week of pregnancy through the child's second birthday. The program consists of an intensive schedule of home visits by registered bachelor-level nurses, and has proven successful in both the short and long term by ensuring that babies get a healthier start even before birth, by helping mothers take better care of themselves and by helping children grow to adolescence with fewer problem outcomes including:- 67% reduction in behavioral and intellectual problems by age 6 -Immunization rates for children in NFP increased by 19% -Pre-term births decreased by 21% -A recent study of over 30,000 NFP families showed that pre-term births cost an average of $54,194 while a full-time healthy birth averages $4,389 a significant cost savingUWCJ is recognized as the NFP implementing organization for Middlesex and Somerset counties since 2005. With support from the NFP National Service Office in 2019 and 2020, UWCJ's NFP program expanded to a full complement of 8 nurse home visitors and incorporated a system of mental health support for both families and program staff.In 2020, UWCJ also utilized a $15,000 grant from the NJ State Department of Faith-based Initiatives to create a cohort of NFP mothers to assist them in enrolling in a local community college. 2020 Dental Initiative - A unique initiative deployed in 2020 was UWCJ's use of a grant from the NJ State Department of Health to create a sustainable system of dental care for young children and their families at a local elementary school. 512440 27915 EDUCATIONUWCJ continues its initiatives to create a system for academic and life success for Middlesex County children ages 0-5 through its place-based initiatives and its Social Impact Bond project to improve child education and health outcomes.Local Community Pre-School - With New Jersey's expanded support of public pre-school programs, UWCJ is working closely with one local community to add value to its pre-school program by increasing education of the students and their families regarding oral health, as well as increasing opportunities for pre-school STEM education. In collaboration with the local School Board, UWCJ's bi-lingual and bi-cultural master-level staff is assigned to this pre-school program to assist families' transition to their child's formal education, provide needed support services including English-as-a-Second-Language ('ESL') education, and referrals ranging from housing and employment help to rental and food assistance as well as immigration issues. Additionally, in 2020 as a response to the effect of the COVID-19 pandemic on pre-school learning opportunities - UWCJ funded a summer program to combat "learning loss' for children entering kindergarten. ParentChild+ (PC+) - Since 2008, UWCJ has been the Middlesex County replication site for the evidence-informed ParentChild+ (PC+) program. UWCJ is implementing the family childcare model of PC+, which supports home-based childcare providers in their role of helping young children prepare for school and life success. Educational books and toys along with child-level instructions for providers and parents on effective use of each item are provided to assist young children develop socio-emotional and literacy skills. PC+ works with a maximum of 10 family childcare providers during each 24-week program cycle providing 48 visits and sharing 360 books with the children in care.Empirical evidence suggests that the ParentChild+ program is effective in preparing children for school and improving performance on standardized tests. The positive effects continue through childhood into adolescence, with one study showing that ParentChild+ graduates from low-income families have a 20-30% greater chance of graduating high school compared with their socioeconomic peers.In 2020, UWCJ successfully continued providing PC+ program services after the onset of the COVID-19 pandemic via 'virtual home visit' instructional sessions. 535092 95200 114600 FINANCIAL STABILITYUWCJ assists financially fragile households in 4 leadership capacities.1. Leveraging an IRS Volunteer Income Tax Assistance ('VITA') grant to provide free tax return preparation service year-round for income-eligible household taxpayers, and limited English proficient and elderly taxpayers. The IRS grant in matched in excess of 1:1 with UWCJ's own resources. The COVID-19 pandemic which hit at the height of the 2020 tax return filing season required UWCJ to develop procedures for 'virtual tax return preparation,' which UWCJ was able to successfully deploy and continue the VITA program. UWCJ's VITA initiative filed over 4,000 returns (federal & state combined) during the 2020 filing season, returning refunds of $2.2 million dollars to tax filers and the community. UWCJ estimates that taxpayers served in 2020 through UWCJ's free VITA tax filing program saved $1 million in tax return preparation and filing service fees. Supplementing the VITA tax return preparation service is UWCJ's Savings Initiative, which encourages taxpayers to set aside part of their tax refund to a savings account. UWCJ's VITA program also prepared ITIN applications/renewals, and prepared prior-year and amended tax returns. 2. Providing administration support to Middlesex County's Local FEMA Board which in 2020 generated $414,230 in FEMA Awards to community organizations providing emergency shelter; rent, mortgage and utility assistance; and emergency food, diapers and infant formula.3. In collaboration with other partners to meaningfully address the challenges faced by vulnerable families with young children: Family Success Institute, Advocates for Children in New Jersey, Middlesex County Workforce Development Board, Middlesex County Human Services Advisory Council and New Brunswick Tomorrow; as well as aligning with United Way Worldwide's Campaign for Grade Level Reading. In 2020, UWCJ did the foundational work for establishing a collaborative network of service providers for young children and their family that builds on the place-based model. 4. Supporting NJ211 the state's multi-lingual telephone and online helpline available 24/7/365 providing information about available services to residents of UWCJ's service area. 281285 211894 238639 OTHER PROGRAM SERVICES UWCJ is committed to ensuring that children ages 0-5 are healthy and ready to learn. Financial investments, advocacy and collaboration concentrate on this priority with focus on evidence-based practices in the areas of education, healthy lives and financial stability.-Gifts of the Season: UWCJ's Gifts of the Season Program is designed to provide food, clothing, toys and gifts for the end-of-year holidays to families in need in Middlesex County and Franklin Township in Somerset County. UWCJ's non-profit agency partners provide information about specific families receiving services that are in need of additional assistance with basic necessities in order to preserve their independence and stability.The 2020 COVID-19 pandemic required UWCJ to shift the program - from corporate partner gift donations and distributions to agency families of bags filled with individualized gifts - to soliciting gift-card donations and distributing gift cards to agency families for holiday purchases. Even with this COVID-related program change in 2020, UWCJ - with the help of our donors - was able to provide gift cards to 369 children and 139 adults identified by 26 local non-profit agencies, with a total $24,205 gift cards distribution. -2020 Census Outreach:In the midst of the COVID-19 pandemic, UWCJ accepted the challenge to run a robust 2020 Census outreach campaign. Funded in part by a grant from the NJ State Complete Commission, UWCJ's Census outreach campaign focused on 'hard-to-count' young children and their families residing in Middlesex County NJ. -Food, Clothing, and Donated Items Collections and Distributions: UWCJ distributes non-perishable food items collected at area corporations throughout the year. This food is delivered to Middlesex County's centralized food bank, Replenish (formerly, McFoods), which supplies 120 local food pantries operated by houses of worship and nonprofit organizations. Clothing, toiletries, and other necessities are also collected at area corporations, which are then distributed to local nonprofit organizations. -Covid-19 Recovery Assistance: The Covid-19 pandemic-induced economic slowdown adversely affected many low-income residents in Middlesex County in 2020. Recognizing the need for housing, utilities, and food assistance, UWCJ solicited a FEMA grant, corporate donations, and individual donations to create the UWCJ Covid-19 Recovery Fund. In 2020, UWCJ provided $90,227 direct assistance to 105 families. The UWCJ Covid-19 Recovery Fund will continue to provide assistance in the year 2021. -Facilities and Other Services to local Non-profit Organizations: UWCJ provided below market-rate office space to a community partner organization. UWCJ continues to provide technical assistance, no-cost meeting facilities, and other in-kind services to local nonprofit organizations.-Designated Gifts to Other Non-profit Organizations: Through the annual workplace campaigns, area corporations allow donors to direct their gifts to any non-profit health and human service organization. UWCJ is essentially fundraising on behalf of countless other organizations via this "open designation" process. In 2020, UWCJ's fundraising efforts generated $211,894 in donor gifts to other United Ways, and other non-profit organizations, both locally and nationally. 281285 211894 238639 2567544 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 2 0 1 18 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X X UNITED WAY OF CENTRAL JERSEY 7322473727 32 FORD AVE MILLTOWN NJ 08850 LAWRENCE P O'CONNELL CHIEF VOLUNTEER OFFICER 3.00 X X 0 0 0 LEE F LIVINGSTON FIRST VICE CHAIR 3.00 X X 0 0 0 JOANN LAPERLA-MORALES VICE CHAIR, BRAND STRATEGY 3.00 X X 0 0 0 SOL HECKELMAN VICE CHAIR, COMMUNITY IMPA 3.00 X X 0 0 0 GARY KARLIN TREASURER 3.00 X X 0 0 0 RICHARD WILDNAUER SECRETARY 3.00 X X 0 0 0 GERALDINE L COCHRAN PhD TRUSTEE 1.00 X 0 0 0 MURIEL GRIMMETT TRUSTEE 1.00 X 0 0 0 JANE S LEAL TRUSTEE 2.00 X 0 0 0 THOMAS S McDONOUGH TRUSTEE 1.00 X 0 0 0 GISELLE MUDGE TRUSTEE 1.00 X 0 0 0 STU SCHWARTZ TRUSTEE 1.00 X 0 0 0 CHRIS VAN DER STAD TRUSTEE 1.00 X 0 0 0 MAURICE WILLIAMS TRUSTEE 1.00 X 0 0 0 AINSWORTH KIFFIN TRUSTEE 1.00 X 0 0 0 GLORIA AFTANSKI PRESIDENT, CPO 45.00 X 159964 0 16773 ELIZABETH E HANCE VP OF FINANCE (CFO) 45.00 X 92874 0 8896 252838 0 25669 1 0 1 0 VNA Health Group 23 Main street Holmdel NJ 07733 Nurse Family Practice Program 1002929 1 1835859 23745 1835859 COMMUNITY PROGRAM INCOME 624200 1179800 1179800 1179800 41365 41365 73529 41329 32200 32200 32200 2077927 2049915 28012 28012 28012 ADMINISTRATIVE FEE 900099 18693 18693 MISCELLANEOUS 900099 16473 16473 35166 3152402 1214966 0 101577 335009 335009 92227 92227 278507 198320 52854 27333 537489 382741 101996 52752 15844 11281 3008 1555 51128 36402 9709 5017 64384 45867 12195 6322 20999 17643 2186 1170 16019 16019 161312 135528 16793 8991 5988 2288 124 3576 45211 33442 8170 3599 40126 27892 6862 5372 18005 12806 2971 2228 4133 3586 470 77 45218 28100 10788 6330 51809 33491 10589 7729 28928 20094 4312 4522 COMMUNITY PROGRAM EXPEN 1101692 1099281 164 2247 REPAIRS AND MAINTENANCE 56705 50570 3506 2629 4081 976 1786 1319 2974814 2567544 264502 142768 200348 122862 560883 919524 268171 344629 93085 35540 2359539 1400154 1032747 959385 3522432 3366522 290468 303665 5968134 6052127 310811 173324 174790 115893 485601 289217 X 3309088 3413809 2173445 2349101 5482533 5762910 5968134 6052127 177588 102789 0 X X 0 1 X 1 1 1 X 8239792 3990365 2066355 1859145 1835859 17991516 8239792 3990365 2066355 1859145 1835859 17991516 10064996 7926520 36347 46202 132562 73096 41365 329572 57740 53274 76357 31323 35166 253860 18574948 4159119 0.42670 0.63030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40000 40000 2153818 1244428 909390 165721 155726 9995 959385 Investments - Beneficial Interest in Perpetual Trust 301341 accrued interest 2324 303665 Allocations Payable 44173 Designations Payable 71720 115893 X 3068607 102789 102789 2965818 16019 170565 186584 3152402 2788230 0 2788230 16019 170565 186584 2974814 Part X, Line 2: MANAGEMENT HAS REVIEWED THE TAX POSITIONS FOR EACH OF THE OPEN TAX YEARS (2017-2019) OR EXPECTED TO BE TAKEN IN UNITED WAY'S 2020 TAX RETURN AND HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. Part XI, Line 4b - Other Adjustments: Building Related Expenditures -41,329. Donor Designated Contributions 211,894. Part XII, Line 4b - Other Adjustments: Building Related Expenditures -41,329. Donor Designated Contributions 211,894. 1 NJ 2-1-1 16 Wing Drive Cedar knolls NJ 07927 371446108 501(C)(3) 29500 24/7/365 Information & Referral Hotline. Catholic Charities 319 Maple Street Perth Amboy NJ 08861 222423496 501(C)(3) 7250 Homeless Assistance & Emergency Services Central Jersey Legal Services 317 George Street Suite 201 New Brunswick NJ 08901 210684259 501(C)(3) 22125 Legal Services to low-income population. CLASSIS OF NEW BRUNSWICK CDC 100 College Avene New Brunswick NJ 08901 452053473 501(C)(3) 30000 D.I.R.E. Program/Immigrant services. COMMUNITY CHILD CARE SOLUTIONS 103 Center Street Perth Amboy NJ 08861 270649636 501(C)(3) 27915 Child care subsidies. JEWISH FAMILY SERVICES 32 FORD AVENUE MILLTOWN NJ 08850 222281774 501(C)(3) 5625 Essential Needs Services 6 0 COVID-19 RELIEF ASSISTANCE 105 92227 Part I, Line 2: At a minimum, agencies provide semi-annual detailed financial and program reports; more frequent reports may be required when indicated. Site visits occur on a selected basis. X X 0 0 0 0 0 0 0 0 0 GLORIA AFTANSKI PRESIDENT, CPO 159964 0 0 0 0 0 8137 0 8636 0 176737 0 0 0 Form 990, Part VI, Section A, line 6 The members of the Corporation shall be agency, individual and honorary. Agency Membership: Any non-profit agency given tax-exempt status under Section 501 (c) 3 of the Internal Revenue Codes that has a written membership agreement with the Corporation shall be an agency member of the Corporation. Individual Membership: Any contributor to the United Way and person residing or employed in the area served by the Corporation giving voluntary service through the Corporation shall be an individual member for the year which such contribution is made or such voluntary service is rendered. Honorary and Ex-Officio Membership: Honorary membership in the Corporation may be conferred upon any person or persons by the Board of Trustees in recognition of outstanding and unselfish service to the public welfare. Ex-Officio voting membership shall be extended for life to all of the Board of Trustees' previous Chief Volunteer Officers, including those previously titled as President. The General Assembly shall consist of members of the Corporation as defined herein. The powers and duties of the General Assembly shall be: a) To elect annually the members of the Board of Trustees and Officers of the Corporation, b) To receive reports at its meetings and have the right to require special reports from the Board of Trustees and any division, department or committee of the Corporation, c)To delegate to the Board of Trustees such duties as it deems advisable, consistent with the Corporation's By-Laws and d) To enact, amend, modify, change or alter the By-Laws and/or Certificate of Incorporation pursuant to law at any regular meeting or at any special meeting call for that purpose. Form 990, Part VI, Section A, line 7a Trustees and Officers of the Corporation are elected by the Members at the Annual Meeting. Form 990, Part VI, Section A, line 7b Trustees and Officers of the Corporation are elected by the Members at the Annual Meeting. Form 990, Part VI, Section B, line 11b Form 990 is reviewed by the Finance Committee and the Board of Trustees prior to filing with the IRS. Form 990, Part VI, Section B, line 12c United Way of Central Jersey adheres to United Way Worldwide's 'CODE OF ETHICS' for Staff and Volunteers. The Policy includes provisions for full and fair disclosure. Board and Staff members annually confirm their review and compliance with the Code-of-Ethics Policy. UWCJ practice requires Board and professional staff to disclose potential conflicts and/or the potential appearance of conflict, and recuse themselves from discussion and vote on any such matters. Form 990, Part VI, Section B, line 15 Each member of the United Way of Central Jersey staff receives an annual performance review prepared by Supervisory Staff, approved by the President/CPO, and provided to the Officers of the Board who constitute the Personnel Committee. The President/CPO prepares salary adjustment recommendations which are shared with the CVO for guidance and input prior to submission of such recommendations to the Personnel Committee. The President's Performance Review is conducted by the Board Chair/CVO, and reviewed by the Personnel Committee. The President/CPO and other Officers and Key Employee's compensation, including benefits,are reviewed and approved by the Personnel Committee. Such review includes reliance on appropriate comparability data in regards to the compensation amount(s). Documentation pertaining to the annual salary review is retained on file. Form 990, Part VI, Section C, line 18 United Way of Central Jersey provides copies of the Form 990 report upon written request. The public version of the most current Form 990 report is available via the United Way of Central Jersey's website, WWW.UWCJ.ORG. Form 990, Part VI, Section C, line 19 United Way of Central Jersey makes these documents available to the public upon written request. Links to the United Way of Central Jersey's public documents are available on the Website, WWW.UWCJ.ORG. PART XI, LINE 2C United Way of Central Jersey's Finance Committee selects, and provides oversight over, the independent accounting firm that conducts the annual independent audit. Between audits, the Finance Committee receives and reviews monthly financial reports. At the conclusion of the annual independent audit, the Finance Committee meets with representatives of the independent accounting firm to review the audit results and management comments (if any). The Finance Committee presents the Audited financials to the full Board for review and acceptance. Schedule A, Part I Schedule A, Part I, REASON FOR PUBLIC CHARITY STATUS: Based on 'Accountability and Membership Standards' guidance received from United Way Worldwide, the leadership and support organization for the network of nearly 1,400 community-based United Ways, the United Way of Central Jersey concludes its' Reason for Public Charity Status' is that of a 'Public Charity as defined by IRS Code Sections 170(b)(1)(A)(vi) and 509(a)(1).