2017-03-21T15:21:43-05:00 2016-06-30 812950760 Sax LLP 855 Valley Road Clifton NJ 07013 990 2015-07-01 210683073 United Way Of Greater Mercer County UNIT 6096374912 3150 Brunswick Pike No 230 Lawrenceville NJ 086482420 Sandra Toussaint-Burgher Interim PRESIDENT & CEO 6098961912 2017-03-04 1 Marqus White P00053187 9734726250 2015 2021-01-29 14:40:06Z Sandra Toussaint-Burgher 3150 BRUNSWICK PIKE SUITE 230 LAWRENCEVILLE NJ 086482420 3919093 0 X www.uwgmc.org X 1941 NJ To improve people's lives by mobilizing the caring power of communities. 14 13 19 1067 0 0 3660756 3875981 0 0 36103 24977 34573 -31966 3731432 3868992 2220023 1786717 0 0 1201900 879199 0 0 258628 645329 553892 4067252 3219808 -335820 649184 3007116 3249115 1045112 720847 1962004 2528268 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 151404 56169 Helping Children Succeed - Education Collaborations:UWGMC funds an "education" collaboration that helps high school students to stay in school and graduate by developing social/emotional learning and leadership skills, while also working with parents to help them become more involved in their children's lives, 139 students were served in two high schools. 216383 63000 Fostering Self-Sufficiency - Income Collaborations:UWGMC funds two collaborations in this focus area, one that works to increase families' financial stability and economic self-sufficiency by providing free tax preparation and financial literacy classes, and the other that provides permanent supportive housing to chronically homeless individuals and families. 2,149 clients were served in tax preparation program, 4 financial literacy classes were held serving 80 clients; 30 clients served in supportive housing program. 1709554 448139 Caring For Seniors and People with Disabilities - Health Collaborations:UWGMC funds two "health" collaborations, one that works with low-income seniors and people with disabilities to keep them in their own homes so they can age in place with dignity and increase their socialization, mobility and access to services, by delivering a "no-wrong-door" wrap-around case management program that includes nursing, home healthcare, meals and rides. The other program helps people with chronic diseases, especially the frail elderly, to learn to manage their own illness and thus prevent costly hospitalizations. 218 senior and disabled clients served; 36 attendees participated in the chronic disease self management program. 629527 1219409 COMMUNITY INITIATIVESDONATIONS IN KINDEMERGING LEADERS AND WOMEN'S LEADERSHIPFINANCIAL EMPOWERMENTLATINO VISION COUNCILMILITARY ASSISTANCENJ 2-1-1DONOR DESIGNATIONS 629527 1219409 2706868 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 X 17 0 1 19 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 Brian Rath Trustee 1.00 X 0 0 0 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 Raji 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 167151 0 17025 167151 0 17025 1 0 1 0 0 236446 22165 3617370 3875981 23723 23723 8950 0 8950 8950 8950 1254 0 1254 1254 1254 5470 22165 50101 -44631 -44631 MISC. REVENUE 900099 3715 3715 3715 3868992 0 0 -6989 1786717 1786717 179784 126315 22475 30994 538823 377441 67834 93548 23950 17005 1916 5029 62533 43756 5384 13393 74109 52069 12776 9264 65105 65105 222773 156518 27849 38406 23279 16356 2910 4013 7925 5578 1311 1036 188985 132779 23625 32581 9267 7178 392 1697 11505 6648 677 4180 7633 5363 954 1316 8846 8846 contract services 39989 39989 0 0 telecommunications 31009 21787 3876 5346 program expenses 27988 27988 0 0 United Way Worldwide du 25969 18246 3246 4477 -116381 -134865 5136 13348 3219808 2706868 254312 258628 3615 2021 276566 329422 1158454 902268 694 8945 7411 31207 103475 94325 16783 9150 913887 965945 629706 1000157 3007116 3249115 233433 150333 278941 258162 532738 312352 1045112 720847 X 1523261 2050341 412721 451905 26022 26022 1962004 2528268 3007116 3249115 X 649184 -13413 -750 -68757 X X 0 1 X 1 0 X 4396226 4318034 4441588 3660756 3875981 20692585 4396226 4318034 4441588 3660756 3875981 20692585 3632114 17060471 61218 57240 46067 62759 32673 259957 56245 19289 23259 7524 9185 115502 21068044 0.80980 0.98620 X Page 2, Part II, The following changes to schdule A have been made to more accurately reflect the support of the organization. Section A, Line 5, column f. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1111967 24356 9520 26777 1119066 1081893 11642 18432 1111967 921067 6397 154069 1081893 817406 14347 89314 921067 793440 38521 -14555 817406 0.97670 0.02330 1 0 103475 94325 9150 9150 BENEFICIAL INTEREST IN ASSETS HELD BY FDN 126339 DUE TO AFFILIATE 873818 1000157 DESIGNATIONS PAYABLE 65974 CAPITAL LEASE 246378 312352 X 2216093 -13413 6496 50101 43184 2172909 1696083 1696083 3868992 1649829 7246 50101 57347 1592482 1627326 1627326 3219808 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 50,101. Part XI, Line 4b - Other Adjustments: donor designations 1,627,326. PROVISION FOR UNCOLLECTIBLE pledge 68,757. Part XII, Line 2d - Other Adjustments: SPECIAL EVENTS ExPENSES 50,101. Part XII, Line 4b - Other Adjustments: donor designations 1,627,326. AWARDS COMMUNITY CELEBRATION 6610 3610 3000 6130 4844 VOLUNTEER CENTER 20384 17914 2470 2605 35768 9 641 641 754 27635 22165 5470 8735 41366 50101 -44631 1 American Red Cross Federated Payment Processing PO Box 73857 Chicago IL 606737857 530196605 501c3 8230 United Aging & Disability Program Grant & Donor Designation Better Beginnings PO Box 187 318 North Main Street Hightstown NJ 08520 221989488 501c3 5782 EDUCATION - Summer Achievement & Donor Designation Camp Fire NJ 535 East Franklin Street Trenton NJ 08610 210646544 501c3 33000 EDUCATION - Camp Fire NJ Mom's Meals (Pur Foods LLC) 3210 SE 72nd Street Ankeny IA 50021 111111111 43295 United Aging & Disability Program Grant Greater Mercer TMARide Provide 15 Roszel South Princeton NJ 08540 510588324 501c3 31286 United Aging & Disability Program Grant Greenwood House 53 Walters Street Ewing NJ 08628 222358393 501c3 140347 United Aging & Disability Program Grant HomeFront 1880 Princeton Avenue Lawrenceville NJ 08648 223165145 501c3 7335 Donor Designation Interfaith Caregivers of Greater Mercer County 3635 Quakerbridge Road Hamilton NJ 08619 223312846 501c3 40761 United Aging & Disability Program Grant & Donor Designation Jewish Family & Children's Services of Greater Mercer County 707 Alexander Road Princeton NJ 08542 210634563 501c3 100585 United Aging & Disabiltiy Program Grant & Donor Designation Meals on Wheels of Trenton & Ewing 180 Ewingville Road Ewing NJ 08638 221990231 501c3 28479 United Aging & Disabiltiy Program Grant & Donor Designation Mount Carmel Guild 73 North Clinton Avenue Trenton NJ 08609 210675183 501c3 29666 United Aging & Disabiltiy Program Grant & Donor Designation NJ 2-1-1 Partnership 114 Algonquin Parkway Whippany NJ 07981 371446108 501c3 39989 Information & Referral Princeton Blairstown Center 350 Alexander Street Princeton NJ 08540 226075831 501c3 21115 United Youth Mentorlink Program Grant & Donor Designation Womanspace Inc 1530 Brunswick Avenue Lawrenceville NJ 08648 222172522 501c3 6180 Donor Designation 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. 1 X X X X 0 0 0 0 0 0 0 0 0 HERBERT KLEIN III Former PRESIDENT & CEO 167151 0 0 0 0 0 9227 0 7798 0 184176 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 11 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 -68,757. 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 0 0 0 0 0 Collaboration Sciences Inc D 873818