2018-05-14T13:48:08-05:00 2017-06-30 812950760 Sax LLP 855 Valley Road Clifton NJ 07013 990 2016-07-01 210683073 United Way Of Greater Mercer County UNIT 6096374912 3150 Brunswick Pike No 230 Lawrenceville NJ 086482420 Sandra Toussaint-Burgher PRESIDENT & CEO 6098961912 2018-05-14 1 Marqus White P00053187 9734726250 2018-05-14 2016 2022-09-23 18:48:47Z Sandra Toussaint-Burgher 3150 BRUNSWICK PIKE SUITE 230 LAWRENCEVILLE NJ 086482420 3975435 0 X www.uwgmc.org X 1941 NJ To improve people's lives by mobilizing the caring power of communities. 14 13 13 1557 0 0 3875981 3925080 0 0 24977 27642 -31966 20533 3868992 3973255 1786717 1749550 0 0 879199 758209 0 0 308826 553892 790744 3219808 3298503 649184 674752 3249115 3872266 720847 647615 2528268 3224651 X UNITED WAY OF GREATER MERCER COUNTY IS COMMITTED TO HARNESSING, LEVERAGING AND STRATEGICALLY ENGAGING THE COLLECTIVE POWER OF DONORS, ADVOCATES AND VOLUNTEERS TO DRIVE MEASURABLE RESULTS THAT PRODUCE SOCIAL AND ECONOMIC BENEFIT TO THE COMMUNITY AT LARGE. 0 0 347841 65000 Education Program & Initiatives:In partnership with education based non-profit organizations in the Mercer County Community, we provide effective youth development programming to children. The evidence-based programs used in the classrooms build social and emotional development skills such as self-esteem, self-awareness, social skills, decision making, relationship building, and conflict resolution. In FY 16-17, 2,260 youth in 125 classes in 20 elementary schools benefited from this program.Reading Oasis is an education program that provides a place where families can read together, learn how to make reading a habit at home and gain access to books year-round. Currently, United Way of Greater Mercer County has three Reading Oasis rooms in 3 schools. Each Reading Oasis has bookshelves with hundreds of new books, comfortable bean bags and learning rug. To date over 2,000 books have been donated. (Child Literacy Improvement Project or CLIP) The CLIP initiative increases the accessibility of age-appropriate books to children by creating small child-friendly reading areas in local barbershops and beauty salons to improve childhood literacy and foster a love of reading. United Way of Greater Mercer County partners with individuals, schools, nonprofit agencies, civic leaders and local businesses and corporations to create literacy kits and host book drives. In FY 16-17, over 760 kits, including literacy, STEAM, anti-bullying, and personal care kits were created and delivered to area schools and community centers. In addition, 3,224 books were collected and donated to local elementary schools. 590450 98650 Income Program & Initiatives:The VITA (Volunteer Income Tax Assistance) program offers families and individuals making less than $65,000 FREE tax return preparation by trained and IRS certified volunteers. In FY 16-17 2,610 returns were prepared totaling $2,656,548 using 66 volunteers who totaled 2,909 hours.United Way of Greater Mercer County assists families, both the student and parents, to complete their Free Application for Federal Student Aid (FAFSA). This service is offered at no cost to students in the Mercer County area. In FY 16-17, 102 benefitted from this service.Retirement workshops (financial empowerment) are seminars that review the retirement process for members of the Public Employees' Retirement System considering retirement specifically; the retirement application process, beneficiary options, group life insurance and the taxability of your pension. 368290 59333 Health Program & Initiatives:United Way of Greater Mercer County partners with local nonprofits to implement the "Going to the Barbershop to Fight Prostate Cancer". The goal of the program is educate men in urban and under-served areas about the importance of prostate screening. In FY 16-17, United Way and its partners reached 2,576 individuals with direct prostate cancer prevention education, screened 33 men for prostate cancer, and trained 29 barbers to understand the importance of discussing prostate cancer prevention with their clients.United Way of Greater Mercer County applied a three-prong approach to impact food insecurity: awarding $75,000 to 10 nonprofit agencies to expand their focus on summer hunger; packing 178,000 bowls of oatmeal at the 2017 Strike Out Hunger meal packing event; and partnering with local and statewide government and nonprofit agencies to promote awareness of free summer meals for children. 1526567 1526567 Other Programming & Initiative:United Way has been supporting 2-1-1 since its inception in 1997. 2-1-1 is a free, confidential referral and information helpline and website that connect people from all communities and of all ages to the essential health and human services they need, 24 hours a day, seven days a week. In FY 16-17, NJ211 fielded a total of 5,859 inquiries for Mercer County. The greatest need was financial assistance.At United Way of Greater Mercer County (UWGMC) we channel the passion and energy of young people to create the next generation of community leaders. Student United Way is a student-led organization that works to address the education, financial stability and health of their local community. UWGMC currently has a Student United Way Chapter at The College of New Jersey.United Way of Greater Mercer County and the FamilyWize Community Service Partnership have teamed up to make prescriptions more affordable to the community. FamilyWize cards have provided needed relief with great success to individuals and families in Mercer County. In FY 16-17, 5,499 individual and families saved a total of $590,222 on prescription costs.Through our donor designation program, United Way of Greater Mercer County collects, processes and transfers donations on behalf of hundreds of local organizations. 1526567 1526567 2833148 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 X 17 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 13 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 Vito Mastro Treasurer 4.00 X 0 0 0 Eileen Conway Secretary 4.00 X 0 0 0 L Diane Campbell Trustee 1.00 X 0 0 0 Michael Conlan Trustee 1.00 X 0 0 0 Thomas Romano Trustee 1.00 X 0 0 0 Yvette Donado Trustee 1.00 X 0 0 0 Matthew J Graglia Trustee 1.00 X 0 0 0 Eugene Marsh Trustee 1.00 X 0 0 0 Scott Nelson Board Chair 4.00 X 0 0 0 Rajeswari Sathappan Trustee 1.00 X 0 0 0 Jennifer Woods Trustee 1.00 X 0 0 0 David Acolia Trustee 1.00 X 0 0 0 Chantal Capodicasa Trustee 1.00 X 0 0 0 HERBERT KLEIN III Former PRESIDENT & CEO 37.50 X 135087 0 12084 Sandra Toussaint President & CEO 37.50 X 101996 0 3083 237083 0 15167 2 0 0 0 Your Part-Time Controller LLC 1500 Walnut Street Suite 1200 Philadelphia PA 19102 financial and controller services 135924 1 85850 7011 3832219 3925080 28793 28793 1151 -1151 -1151 -1151 0 7011 1029 -1029 -1029 Insurance claim procee 900099 15720 15720 MISC. REVENUE 900099 5842 5842 21562 3973255 0 0 48175 1749550 1749550 152074 113677 7981 30416 423431 283748 29032 110651 103275 78077 4143 21055 79429 59375 4168 15886 72410 72410 198506 148387 10417 39702 18603 13906 976 3721 7565 5627 1020 918 192257 144255 9977 38025 8696 5691 295 2710 20842 8837 715 11290 3815 2852 200 763 8358 8358 program expenses 79749 79749 0 0 contract services 40000 40000 0 0 telecommunications 37460 28002 1966 7492 United Way Worldwide du 32064 23968 1683 6413 70419 47447 3188 19784 3298503 2833148 156529 308826 2021 510538 329422 132943 902268 538977 8945 6326 31207 26335 103475 98142 9150 5333 965945 1071644 1000157 1580170 3249115 3872266 150333 166447 258162 232887 312352 248281 720847 647615 X 2050341 3083028 451905 115601 26022 26022 2528268 3224651 3249115 3872266 X 674752 107430 -85799 X X 0 1 X 1 0 X 4318034 4441588 3660756 3875981 3925080 20221439 4318034 4441588 3660756 3875981 3925080 20221439 3322490 16898949 57240 46067 62759 32673 28793 227532 19289 23259 7524 9185 21562 80819 20529790 0.82310 0.80980 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1119066 24356 133515 26628 1250309 1111967 24356 9520 26777 1119066 1081893 11642 18432 1111967 921067 6397 154069 1081893 817406 14347 89314 921067 0.97920 0.02080 1 0 103475 98142 5333 5333 BENEFICIAL INTEREST IN ASSETS HELD BY FDN 114900 DUE FROM AFFILIATE 1465270 1580170 DESIGNATIONS PAYABLE 32558 CAPITAL LEASE 191556 DUE TO SERVICE PROVIDERS 24167 248281 X 2336532 107430 1029 108459 2228073 1745182 1745182 3973255 1640149 1029 1029 1639120 1659383 1659383 3298503 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: United Way of Greater Mercer County is a not-for-profit corporation exempt from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code. As such, no provision for income taxes has been recorded in the statement of activities and changes in net assets. Accounting principles generally accepted in the United States of America require 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 2d - Other Adjustments: Direct Fundraising expenses 1,029. Part XI, Line 4b - Other Adjustments: donor designations 1,659,383. PROVISION FOR UNCOLLECTIBLE pledge 85,799. Part XII, Line 2d - Other Adjustments: SPECIAL EVENTS ExPENSES 1,029. Part XII, Line 4b - Other Adjustments: donor designations 1,659,383. 1 Camp Fire NJ 535 East Franklin Street Trenton NJ 08610 210646544 501c3 65000 EDUCATION - Camp Fire NJ HomeFront 1880 Princeton Avenue Lawrenceville NJ 08648 223165145 501c3 8114 Donor Designation NJ 2-1-1 Partnership 114 Algonquin Parkway Whippany NJ 07981 371446108 501c3 40000 Information & Referral Mercer Street Friends 151 Mercer Street Trenton NJ 08611 210683073 501c3 6667 Summer Hunger Campaign 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. 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 XI, line 9: Uncollectible pledges -85,799. 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 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 1 Collaboration Sciences Inc D 1465270 Collaboration Sciences Inc O 129811