2017-11-14T14:51:13-06:00 2016-12-31 231144520 TAIT WELLER & BAKER LLP 1818 MARKET STREET SUITE 2400 PHILADELPHIA PA 19103 990 2016-01-01 221520408 UNITED WAY OF CENTRAL JERSEY INC UNIT 7322473727 32 FORD AVE MILLTOWN NJ 08850 Gloria Aftanski President, CPO 7322473727 2017-11-14 1 Stacy Cullen P00974308 2159798800 2017-11-14 24.104.70.126 2017-11-14 15:51:05 ES P DC627A463207979FC67517DA9C0948AC105E6AD4 E27C4F9FB880011900EB0E9CF76D32F99EBFD3EF 2016 2021-01-29 14:40:06Z Gloria Aftanski 32 FORD AVE MILLTOWN NJ 08850 9721131 0 X WWW.UWCJ.ORG X 1930 NJ Providing community leadership to ensure children and their families achieve their potential through evidence-based initiatives in the areas of education, income stability and healthy lives. 17 17 21 715 0 0 7617410 8239792 604571 176779 39865 49286 56980 67627 8318826 8533484 5721500 5174050 0 0 1436065 1233995 0 0 238186 1490917 1371562 8648482 7779607 -329656 753877 4957802 6335806 1049851 1617821 3907951 4717985 X The United Way of Central Jersey provides leadership to create opportunities for a better life for people living or working in our community who are needy, at risk and vulnerable. We achieve this by mobilizing people, organizations and financial resources to create and sustain programs that achieve targeted outcomes and lasting change through volunteerism, partnerships, services and advocacy. 0 0 1130717 272216 176779 Health - UWCJ continues as the replication site for the evidence-based Nurse Family Partnership Program within Middlesex and Somerset Counties, improving pre-and post-natal maternal and child health through home visits conducted by bachelor-degree level nurses trained in the program model since 2005. UWCJ is recognized as a 'Champion of Coverage' by the Center for Medicare and Medicaid Services, USA Department of Health for our three years of aggressive and successful outread to educate community partners as well as the uninsured about the importance of obtaining medical insurance through the Affordable Care Act. UWCJ coordinates community health screenings and fairs to increase lower-income residents' knowledge of the importance of preventative care, nutrition and exercise. 596681 177074 Education - UWCJ funds quality non-profit center-based pre-schools serving low-to-moderate income children in Middlesex County NJ. UWCJ is also the replication site for two evidence-based education programs - Parent Child Home Program (PCHP) and Abriendo Puertas. PCHP is an early-literacy home visitation program targeting parent and child, while Abriendo Puertas is a basic life skills and child advocacy workshop series for low-income Latino parents with children ages 2-4. UWCJ is aligned with United Way Worldwide's Campaign for Grade-level Reading. 598453 232801 Financial Stability - UWCJ assists financially-fragile households in four leadership capacities: 1) An IRS grant to provide free tax preparation service year-round for income-eligible households is matched in excess of 1:1 with our own resources. This initiative filed over 2,500 returns during the 2016 tax filing season, returning over $3.3 million dollars to tax filers and community. 2) Financial assistance to households affected by the 2012 Superstorm Sandy continues with UWCJ generated funds and grants from major foundations for which UWCJ serves as fiscal agent. 3) In collaborating with other partners represented on the Board of Coming Home of Middlesex County, leading in an employment initiative with the County Workforce Development Board and area corporations for currently homeless individuals. 4) NJ211 provides information about assistance (financial and service) to residents of our service area 24/7/365 via this multi-lingual helpline. 4775827 4491959 UWCJ is committed to ensuring that children ages 0-5 are prepared to be successful as they begin their careers in kindergarten. Financial investments, advocacy and collaboration concentrate on this priority with focus on evidence-based practices in the areas of education, healthy lives, andfinancial stability.STUFF-THE-BUS SCHOOL SUPPLY COLLECTION: Donations of school supplies and backpacks from corporations, volunteer organizations and the general public enabled UWCJ to distribute school supplies valued at $26,764 to low-income children.GIFTS-OF-THE-SEASON: UWCJ helps low-income families with children at the end-of-the-year holidays. Area corporations, social and volunteer organizations, local unions and the general public fulfill the "wish lists" of families receiving service from community non-profit organizations. 134 families comprised of 180 adults and 422 children received holiday gifts in 2016 valued at $106,721.SUMMER SPROUTS PROGRAM: UWCJ supported a summer learning program at a local school to facilitate learning retention in children residing in limited-English-proficient households for the classroom routines. $11,274 was invested into this initiative.SUMMER EVENTS TICKETS DISTRIBUTION: In collaboration with one of the area's minor league baseball teams, UWCJ distributed donated baseball game tickets to area youth non-profit organizations. In 2016, these tickets were valued at $53,424.SUPER-STORM SANDY RECOVERY: UWCJ continued support for local residents still struggling to recover from the October 2012 Superstorm Sandy. In 2016, a total of $39,568 was paid to vendors to assist households impacted by this storm for services such as reconstruction, environmental issues, and replacement of furniture and fixtures. An additional $8,266 was expended for construction oversight services.AFFORDABLE CARE ACT LEADERSHIP: Recognized by the US Department of Health and Human Services' Regional Center for Medicare and Medicaid Services as a "Champion for Coverage," UWCJ aggressively outreached to our nonprofit and government partners to inform service beneficiaries and constituents of the need to obtain medical insurance. Arrangements for Certified Application Counselors to be on-site to assist individuals were made for nonprofits as well as UWCJ.Two organizations were especially helpful in out-posting CACS: Family Resource Network and SRA International.FOOD, CLOTHING AND DONATED ITEMS COLLECTION AND DISTRIBUTION: UWCJ distributes non-perishablefood items collected at area corporations throughout the year. This food is delivered to Middlesex County's centralized food bank, McFoods, which supplies 75 local food pantries operated by houses of worship and nonprofit organizations. Clothing and toiletries are also collected at area corporations, which are then distributed to local nonprofit organizations. The value of these distributions in 2016 was $6,350.EMERGENCY SERVICES: UWCJ continues to serve as the administrator for the local FEMA Emergency Food and Shelter Program (EFSP) Award, which provided $399,061 EFSP funding to the local community in 2016.FACILITIES & OTHER SERVICE TO NON-PROFIT ORGANIZATIONS: UWCJ provides below-market office space to a community partner organization and in 2016 also provided no-cost office space for a NJ211 VISTA Member in service to New Jersey's various COAD groups (Community Organizations Active in Disaster). 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 nonprofit health and human service organization. UWCJ is essentially fundraising on behalf of countless other organizations via this "open designation" process. In 2016, UWCJ's fundraising efforts generated $4,452,391 in donor gifts to other United Ways, and other nonprofit organizations, both locally and nationally. 4775827 4491959 7101678 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 2 0 21 1 0 0 0 0 0 0 0 0 0 0 X 17 17 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 JANE LEAL VICE CHAIR, BRAND STRATEGY 3.00 X X 0 0 0 DALE CALLENDER TRUSTEE 1.00 X 0 0 0 CHRIS VAN DER STAD TREASURER 3.00 X X 0 0 0 RICHARD WILDNAUER SECRETARY 3.00 X X 0 0 0 SAUL CRUZ TRUSTEE 1.00 X 0 0 0 THOMAS S MCDONOUGH TRUSTEE 1.00 X 0 0 0 SOL HECKELMAN VICE CHAIR, COMMUNITY INVE 3.00 X X 0 0 0 MURIEL GRIMMETT TRUSTEE 1.00 X 0 0 0 GEORGE HEINZE TRUSTEE 1.00 X 0 0 0 LOUIS KILIAN TRUSTEE 1.00 X 0 0 0 JOANN LAPERLA-MORALES TRUSTEE 1.00 X 0 0 0 GERALDINE L COCHRAN PHD TRUSTEE 1.00 X 0 0 0 COLTRANE STANSBURY TRUSTEE 1.00 X 0 0 0 GISELLE MUDGE TRUSTEE 1.00 X 0 0 0 MAURICE WILLIAMS TRUSTEE 1.00 X 0 0 0 GLORIA AFTANSKI PRESIDENT, CPO 45.00 X 151185 0 15712 STUART GRANT SENIOR VP, COMM INV 40.00 X 128791 0 8439 ELIZABETH E HANCE VP OF FINANCE (CFO) 45.00 X 92159 0 12680 372135 0 36831 2 0 1 0 0 8239792 182858 8239792 COMMUNITY PROGRAM INCOME 624200 176779 176779 176779 36347 36347 52800 42913 9887 9887 9887 1157673 1144734 12939 12939 12939 ADMINISTRATIVE FEE 900099 57317 57317 MISCELLANEOUS 900099 423 423 57740 8533484 234519 0 59173 5134482 5134482 39568 39568 408967 239758 107538 61671 645098 373787 172775 98536 30833 20203 6588 4042 66529 43592 14215 8722 82568 47266 23138 12164 20000 7516 10923 1561 16994 6387 9281 1326 51544 20341 20107 11096 52038 34101 12825 5112 22641 14646 4629 3366 20765 9298 7593 3874 18290 16151 299 1840 47056 21697 16900 8459 54079 33450 13660 6969 29519 13218 10794 5507 COMMUNITY PROGRAM EXPEN 993630 992871 759 REPAIRS AND MAINTENANCE 28741 26060 1775 906 16265 7286 5944 3035 7779607 7101678 439743 238186 492889 641370 1348686 2036381 555350 513622 2167 64020 39827 2379525 1159695 1278795 1219830 920996 1592503 294899 292273 4957802 6335806 131335 173970 918516 1443851 1049851 1617821 X 2385601 3367997 1227451 1058125 294899 291863 3907951 4717985 4957802 6335806 753877 56157 0 X X 0 1 X 1 1 1 X 4124801 3851134 5517659 7617410 8239792 29350796 4124801 3851134 5517659 7617410 8239792 29350796 2956136 26394660 86007 82961 84058 85942 36347 375315 34722 35133 67205 42530 57740 237330 29963441 3203979 0.88090 0.82390 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40000 40000 2091612 933591 1158021 247913 226104 21809 1219830 Allocations Payable 334261 Designations Payable 1109590 1443851 X 4220986 56157 40823 96980 4124006 4409478 4409478 8533484 3410952 40823 40823 3370129 4409478 4409478 7779607 Part X, Line 2: MANAGEMENT HAS REVIEWED THE TAX POSITIONS FOR EACH OF THE OPEN TAX YEARS (2013-2015) OR EXPECTED TO BE TAKEN IN UNITED WAY'S 2016 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 -42,913. Donor Designated Contributions 4,452,391. Part XII, Line 4b - Other Adjustments: Building Related Expenditures -42,913. Donor Designated Contributions 4,452,391. 1 NJ 2-1-1 c/o United Way Monmouth County 1415 Wyckoff Road Farmingdale NJ 07727 371446108 501(C)(3) 29500 24/7/365 Information & Referral Hotline. Anshe Emeth Comm Dev Corp 222 Livingston Ave New Brunswick NJ 08901 223625904 501(C)(3) 12000 Health Support Services.Health Support Services. Catholic Charities 319 Maple Street Perth Amboy NJ 08861 222423496 501(C)(3) 130302 Youth, Health, Vocational & Homeless Assistance. Central Jersey Legal Services 317 George Street Suite 201 New Brunswick NJ 08901 210684259 501(C)(3) 100000 Legal services to low-income population. NJ Institute for Disabilities (formerly Cerebral Palsy Institute) 10 OAK DRIVE Edison NJ 08837 221554528 501(C)(3) 40250 Transportaion & rehab services to the disabled. Elijah's Promise 211 Livingston Ave New Brunswick NJ 08901 223055539 501(C)(3) 38850 Food Services to the needy & support culinary job training. Jewish Family Services 32 Ford Ave Milltown NJ 08850 222281774 501(C)(3) 32023 Essential Needs assist., Job-training services, Immigrant services Planned Parenthood OF Central & Greater Northern NJ 196 Speedwell Avenue Morristown NJ 07960 221643997 501(C)(3) 105746 Women's health services & teen - pregnancy prevention program. PRAB 90 Jersey Ave PO BOX 240 New Brunswick NJ 08903 221944440 501(C)(3) 21581 Youth, Child care Services; housing counseling services. Rutgers University Center for Applied Psychology 41 Gordon Road Piscataway NJ 08854 237318742 501(C)(3) 15547 Foster care counseling program. South County Day Care 56 Main street Helmetta NJ 08828 222165899 501(C)(3) 26920 Pre-School program. Jamesburg Board of Education 13 Augusta street Jamesburg NJ 08831 226002008 170(c)(1) 11274 Academic enrichment summer program for struggling incoming 1st grade students. United Way of San Diego County 4699 Murphy canyon road San Diego CA 92123 952213995 501(C)(3) 117810 Corporate Match Distribution to Agency. Women Aware 250 Livingston Avenue New Brunswick NJ 08901 222374378 501(C)(3) 84849 Battered womens shelter - legal advocacy services. Big Brothers & Big Sisters of Middlesex & Monmouth Counties 305 Bond Street Asbury Park NJ 07712 222115416 501(C)(3) 25000 Youth Mentoring Program. Huntington's Disease Society 505 Eight Ave suite 902 New York NY 10018 133349872 501(C)(3) 7800 Donor-Choice Pledges Designated to Agency. Milton United Methodist Church 316 Dover-Milton rd Milton NJ 07438 222001729 501(C)(3) 9900 Donor-Choice Pledges Designated to Agency. Pike County Humane Society 189 Lee Road Shohola PA 18458 233058830 501(C)(3) 6541 Donor-Choice Pledges Designated to Agency. Tunnel to Towers Foundation 2361 Hylan blvd Staten Island NY 10306 020554654 501(C)(3) 94991 Donor-Choice Pledges Designated to Agency. United Way of Bay Area 550 Kearny street suite 1000 San Francisco CA 94108 941312348 501(C)(3) 5782 Donor-Choice Pledges Designated to Agency. United Way of Greater Mercer County 3150 Brunswick Pike Lawrenceville NJ 08648 210683073 501(C)(3) 609789 Corporate Match Distribution to Agency. United Way of Monmouth County 1415 Wyckoff Road Farmingdale NJ 07727 221828435 501(C)(3) 77133 Corporate Match Distribution to Agency. United Way of New York City 205 East 42nd Street New York NY 10017 132617681 501(C)(3) 448759 Corporate Match Distribution to Agency. United Way of Northern New Jersey 222 Ridgedale Avenue Cedar Knolls NJ 07927 221487247 501(C)(3) 1523104 Corporate Match Distribution to Agency. United Way of Pasaaic County 301 Main Street Paterson NJ 07505 226070498 501(C)(3) 40285 Corporate Match Distribution to Agency. LAKE DRIVE FOUNDATION 1640 RHODE ISLAND AVENUE NW Washington DC 07046 222281783 501(C)(3) 50000 Donor-Choice Pledges Designated to Agency. ROOTS & WINGS 75 BLOOMFIELD AVENUE SUITE 303 Denville NJ 07834 223683539 501(C)(3) 10000 Donor-Choice Pledges Designated to Agency. UNITED WAY OF BERGEN COUNTY 6 FOREST AVENUE Paramus NJ 07652 226028959 501(C)(3) 13755 Corporate Match Distribution to Agency. UNITED WAY OF COLLIER COUNTY 9015 STRADA STELL COURT STE 204 Naples FL 34109 591026096 501(C)(3) 11135 Donor-Choice Pledges Designated to Agency. UNITED WAY OF ESSEX & WEST HUDSON 303 WASHINGTON STREET Newark NJ 07102 226069078 501(C)(3) 72524 Corporate Match Distribution to Agency. UNITED WAY OF GREATER PHILADELPHIA & SOUTHERN NJ 1709 BENJAMIN FRANKLIN PARKWAY philadelphia PA 19103 231556045 501(C)(3) 342463 Corporate Match Distribution to Agency. UNITED WAY OF GREATER UNION COUNTY 33 W GRAND STREET ELIZABETH NJ 07202 221904427 501(C)(3) 73723 Corporate Match Distribution to Agency. UNITED WAY OF HENDERSON COUNTY 32 SMYTH AVENUE STE 100 HENDERSONVILLE NC 28792 560890133 501(C)(3) 20133 Donor-Choice Pledges Designated to Agency. UNITED WAY OF HUDSON COUNTY 857 BERGEN AVENUE JERSEY CITY NJ 07306 221487218 501(C)(3) 54111 Corporate Match Distribution to Agency. UNITED WAY OF LEE COUNTY 7273 CONCOURSE DRIVE fort myers FL 33908 591005169 501(C)(3) 150000 Donor-Choice Pledges Designated to Agency. UNITED WAY OF MARTIN COUNTY 10 SE CENTRAL PARKWAY STE 101 stuart FL 34994 237273540 501(C)(3) 104500 Donor-Choice Pledges Designated to Agency. UNITED WAY OF SOUTHWEST WYOMING 404 NORTH STREET STE 301 ROCK SPRINGS WY 82901 830233314 501(C)(3) 6000 Donor-Choice Pledges Designated to Agency. UNITED WAY OF ST JOHN'S COUNTY 117 BRIDGE STREET ST AUGUSTINE FL 32085 596018986 501(C)(3) 30000 Donor-Choice Pledges Designated to Agency. UNITED WAY OF SUNCOAST TAMPA BAY 5210 W KENNEDY BLVD STE 600 TAMPA FL 33609 593725701 501(C)(3) 16703 Donor-Choice Pledges Designated to Agency. WOMANCARE (aka SPRUCE-RUN WOMANCARE ALLIANCE) 77 ESSEX STREET bangor ME 04401 010358090 501(C)(3) 10000 Donor-Choice Pledges Designated to Agency. 39 1 Qualified Disaster Relief (Superstorm Sandy Recovery) 15 39568 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 151185 0 0 0 0 0 7559 0 8153 0 166897 0 0 0 X 182858 FAIR MARKET VALUE 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).