2016-03-22T16:41:10-05:00 2015-08-31 223299874 BEDARD KUROWICKI & CO CPA'S PC 114 BROAD STREET FLEMINGTON NJ 08822 990 2014-09-01 222431065 UNITED WAY OF HUNTERDON COUNTY CO BONNIE DUNCAN UNIT 9087823414 4 WALTER FORAN BLVD NO 401 FLEMINGTON NJ 08822 MARIA B DUNCAN CEO 9087823414 2016-02-20 1 JOSEPH M CARDUCCI P00626953 9087827900 2014 2016-08-17 19:52:53Z MARIA B DUNCAN 4 WALTER FORAN BLVD NO 401 FLEMINGTON NJ 08822 1418858 0 X WWW.UWHUNTERDON.ORG X 1982 NJ MISSION: TO BRING PEOPLE AND RESOURCES TOGETHER TO IMPROVE LIVES AND CONDITIONS AND TO ADVANCE THE COMMON GOOD OF OUR COMMUNITY. 23 22 8 1266 0 0 1322834 1381242 0 0 59447 36008 7316 1608 1389597 1418858 626596 695718 0 0 406550 447979 0 0 115250 238435 374666 1271581 1518363 118016 -99505 3159031 3010190 850898 848544 2308133 2161646 X TO BRING PEOPLE AND RESOURCES TOGETHER TO IMPROVE LIVES AND CONDITIONS AND TO ADVANCE THE COMMON GOOD OF OUR COMMUNITY.UNITED WAY OF HUNTERDON COUNTY (UWHC) STRATEGICALLY INVESTS IN INITIATIVES AND PROGRAMS ALIGNED WITH THE OBJECTIVES UNDER THE ORGANIZATION'S THREE FOCUS AREAS INCOME (FINANCIAL STABILITY), HEALTH AND EDUCATION. THE FINAL PORTFOLIO COMPRISES COMPLIMENTARY INITIATIVES AND PROGRAMS WITH AN EMPHASIS ON SUSTAINED COMMUNITY IMPACT. UWHC INVESTS INTO THE COMMUNITY IN ORDER TO MAKE INROADS TOWARD THE COMMUNITY GOAL TO IMPROVE THE FINANCIAL STABILITY OF 10,000 HUNTERDON COUNTY RESIDENTS BY 2020 10 BY 20 IS HOW WE LIVE UNITED. THANKS TO THE GENEROUS SUPPORT OF OUR DONORS/INVESTORS AND OUR VOLUNTEERS, WE HAVE BEEN ABLE TO ASSIST MORE THAN 7,000 PEOPLE ADVANCE ON THAT ROAD TO SELF-SUFFICIENCY IN 2014-15. GREAT THINGS HAPPEN WHEN WE LIVE UNITED! 0 0 569863 387316 FINANCIAL STABILITY - MOST HUNTERDON COUNTY RESIDENTS ARE SURPRISED TO LEARN THAT A FAMILY OF FOUR MUST EARN ~$76,000 TO BE SELF-SUFFICIENT, AND THAT DOESN'T INCLUDE EXTRAS LIKE DINNER OUT OR HOLIDAY GIFTS. APPROXIMATELY ONE QUARTER OF HOUSEHOLDS IN HUNTERDON DO NOT EARN ENOUGH TO BE SELF-SUFFICIENT OR STRUGGLE TO STAY SELF-SUFFICIENT. OF THOSE, OVER 20% REPRESENT OUR TARGET "ALICE" POPULATION ASSET LIMITED INCOME CONSTRAINED, BUT EMPLOYED. INITIATIVES AND PROGRAMS THAT LEAD HOUSEHOLDS TO FINANCIAL STABILITY AND POSITIVELY IMPACT OUR ECONOMIC DEVELOPMENT CONTINUE TO BE VITAL TO OUR COMMUNITY, AND TO ALICE.UWHC'S FINANCIAL STABILITY PARTNERSHIP (FSP) BRINGS TOGETHER THE PUBLIC AND PRIVATE SECTORS TO ASSIST ALICE FAMILIES AND INDIVIDUALS WITH FINDING SOLUTIONS TO VARIOUS FINANCIAL CHALLENGES. THE FSP IN COLLABORATION WITH RUTGERS UNIVERSITY LAUNCHED, HUNTERDON THRIVE, A UNIQUE OUTCOMES-DRIVEN INITIATIVE IN 2014. HUNTERDON THRIVE PROVIDES ALICE WITH SYSTEM NAVIGATION, COACHING AND GOAL SETTING WHILE AT THE SAME TIME GATHERING INDIVIDUAL AND COMMUNITY-LEVEL DATA TO:1. MEASURE PROGRESS AGAINST THE COMMUNITY GOAL OF 10 BY 20;2. IDENTIFY SYSTEM GAPS AND NEEDS AS WELL AS AREAS OF SUCCESS THAT WOULD BENEFIT FROM INCREASED SUPPORT.3. THE OUTCOMES OF THE PILOT YEAR WILL BE PUBLISHED IN A PEER-REVIEWED JOURNAL AS THE FIRST STEP IN PROVIDING A SUSTAINABLE MODEL THAT CAN GROW IN HUNTERDON AND ELSEWHERE.OUTCOMES OF THE KEY INITIATIVES AND PROGRAMS SUPPORTED THROUGH GRANTS AND THE GENEROSITY OF OUR DONOR-INVESTORS HELPING US REACH OUR COMMUNITY GOAL: HUNTERDON THRIVE IS HALFWAY TO ITS GOAL OF TRACKING 100 CLIENTS IN ITS PILOT YEAR (2014-15); OF THOSE 'THRIVERS" 27 HAVE SET FINANCIAL GOALS OR ARE IDENTIFYING GOALS. THE VOLUNTEER INCOME TAX ASSISTANT (VITA) PROGRAM OFFERS FREE TAX PREPARATION BY IRS TRAINED VOLUNTEERS FOR LOW TO MODERATE WAGE WORKING INDIVIDUALS AND FAMILIES ENSURING INDIVIDUALS RECEIVE THE EARNED INCOME TAX CREDIT AND OTHER TAX CREDITS THAT BOOST THEIR INCOME WHILE SAVING THEM PREPARER FEES. VITA ALSO CONNECTS CLIENTS TO HUNTERDON THRIVE AND OTHER RESOURCES. IN 2014, THE VITA SITE GENERATED MORE THAN $1.5 MILLION IN INCOME TAX REFUNDS AND CREDITS FOR MORE THAN 1,100 INDIVIDUALS WITH THE HELP OF 56 VOLUNTEERS. CLIENTS SAVED AN ESTIMATED $228,800 IN TAX PREPARATION FEES. THE AVERAGE REFUND AMOUNT WAS OVER $1,250, RAISING CLIENTS' ADJUSTED GROSS INCOME BY NEARLY 8%. UWHC'S HOLIDAY HANDS PROGRAM INCREASES FINANCIAL STABILITY BY REDUCING FINANCIAL PRESSURES ON LOWER-INCOME FAMILIES, ELDERLY RESIDENTS ON FIXED INCOMES, SINGLE PARENTS, AND PEOPLE SUFFERING FROM ILLNESS WHO ARE STRUGGLING WITH MEDICAL BILLS DURING THE HOLIDAY SEASON AND WINTER MONTHS. FOR THE 2014 HOLIDAY SEASON OUR 156 VOLUNTEERS SERVED MORE THAN 2600 HUNTERDON COUNTY RESIDENTS 400 MORE THAN IN 2013. THE PROGRAM WAS SUPPORTED BY 300 COMPANIES/ ORGANIZATIONS AND INDIVIDUALS AND APPROXIMATELY $148,500 IN IN-KIND VALUE WAS DONATED. DONORS' FINANCIAL INVESTMENTS IN UNITED WAY ALSO ASSISTED IN PROVIDING FINANCIAL EDUCATION AND INCOME SUPPORTS FOR MORE THAN 700 FAMILIES AND INDIVIDUALS, INCLUDING ACCESS TO FINANCIAL COACHING, AFFORDABLE CHILD CARE, SHELTER, FOOD, LEGAL SERVICES, JOB TRAINING AND SERVICES FOR VICTIMS OF DOMESTIC VIOLENCE.PLANS FOR THE COMING YEAR: UWHC, ALONG WITH ITS COMMUNITY PARTNERS, WILL UTILIZE DATA GATHERED FROM THE HUNTERDON THRIVE INITIATIVE TO IMPLEMENT PROGRAMS AND SYSTEM CHANGES THAT WILL PROVIDE THE GREATEST RETURN ON INVESTMENT FOR ALICE. THE FINANCIAL COACHING PROGRAM WILL BE FURTHER DEVELOPED TO BETTER MEET THE NEEDS OF ALICE. IN ADDITION, UWHC WILL CONTINUE TO ALIGN ITS INTERNAL STRATEGIC PLANS IN ORDER TO ENSURE SUPPORT IS PRIORITIZED TO FOCUS ON IDENTIFIED AREAS OF COMMUNITY NEED. 110380 75392 EDUCATION -EDUCATION IS A POWERFUL TOOL FOR REDUCING POVERTY AND INEQUALITY AND IS FUNDAMENTAL TO A COMMUNITY'S SUSTAINED ECONOMIC GROWTH. UWHC SUPPORTS A RANGE OF EFFORTS TO ENSURE EVERYONE IN OUR COMMUNITY HAS ACCESS TO THE EDUCATIONAL SUPPORTS THEY NEED FROM MENTORING PROGRAMS TO LITERACY TRAINING; ENSURING ALL STUDENTS HAVE THE TOOLS THEY NEED TO START THE SCHOOL YEAR READY TO LEARN; AND TEACHING THE NEXT GENERATION OF VOLUNTEERS AND PHILANTHROPIC LEADERS. CURRENT INITIATIVES:TOOLS FOR SCHOOL FOR MORE THAN A DECADE THIS PROGRAM HAS ALLOWED FAMILIES TO REDIRECT INCOME FOR OTHER NECESSITIES. THE TOOLS FOR SCHOOL PROGRAM SUPPORTS HUNTERDON COUNTY STUDENTS TO BE PREPARED FOR EDUCATIONAL SUCCESS BY PROVIDING THE NECESSARY BASIC SCHOOL SUPPLIES SO THAT THEY START THE SCHOOL YEAR READY TO LEARN. FOR THE 2015 SCHOOL YEAR UWHC AND 156 VOLUNTEERS SERVED OVER 1390 STUDENTS, ENGAGED 70 COMPANIES/ORGANIZATIONS AND 905 INDIVIDUALS IN THESE EFFORTS. THE PROGRAM SAVED FAMILIES OVER $25,000 IN SCHOOL SUPPLIES. ADDITIONALLY, UNITED WAY RAN ITS THIRD KIDS CUT-A-THON AND CONNECTED 18 FAMILIES TO THE THRIVE INITIATIVE. YOUTH 4 UNITED WAY A DISTINCTIVE PARTNERSHIP WITH HUNTERDON CENTRAL REGIONAL HIGH SCHOOL, THE YOUTH 4 UNITED WAY PROGRAM RAISES STUDENT AWARENESS OF COMMUNITY NEEDS AND PROVIDES THEM WITH A VENUE TO DETERMINE HOW THEY WILL CONTRIBUTE TO MEETING THOSE NEEDS. THIS SERVICE LEARNING PROGRAM HAS A CURRICULAR COMPONENT THAT ENCOURAGES STUDENTS TO DEVELOP THE SKILLS REQUIRED TO CREATE AND LEAD AN EFFECTIVE SERVICE PLAN. BOARD DEVELOPMENT PRIMER UNITED WAY OF HUNTERDON COUNTY BELIEVES IN THE VALUE OF TRAINING VOLUNTEERS TO BE EFFECTIVE LEADERS. THIS IN-DEMAND PROGRAM DEFINES BOARD ROLES, RESPONSIBILITIES AND BOUNDARIES TO BETTER PREPARE NEW BOARD MEMBERS OR REINFORCE THE GOVERNANCE AND FIDUCIARY ROLES FOR EXISTING BOARD MEMBERS. THE ULTIMATE GOAL IS TO ENCOURAGE THE RECRUITMENT, DEVELOPMENT AND RETENTION OF COMMUNITY LEADERS ON BOARDS AND COMMITTEES THROUGHOUT THE COMMUNITY. PLANS FOR THE COMING YEAR:VOLUNTEER AND MENTOR READINESS 101 THE ONLY CERTIFICATION PROGRAM OF ITS KIND OFFERED IN HUNTERDON COUNTY, VOLUNTEER AND MENTOR READINESS 101 PROVIDES VOLUNTEERS WITH KNOWLEDGE TO BE BETTER PREPARED FOR VOLUNTEER ROLES THROUGHOUT THE COMMUNITY. UWHC WILL RELAUNCH THIS PROGRAM AND MORE CLOSELY TIE IT TO MENTORSHIP AND COACHING OPPORTUNITIES IN THE COMMUNITY.THE LATINO COMMITTEE WILL LAUNCH A PILOT MENTORSHIP PROGRAM IN COLLABORATION WITH THE HUNTERDON CENTRAL REGIONAL HIGH SCHOOL ESL PROGRAM. THE GOAL IS TO PROVIDE MENTORSHIP SUPPORT TO LATINO STUDENTS WHO MAY BE FALLING BEHIND IN THEIR STUDIES, AND GUIDE THEM TOWARDS EDUCATIONAL AND WORKFORCE READY OPPORTUNITIES.DONORS' FINANCIAL INVESTMENT IN UNITED WAY ALSO SUPPORTED WORKFORCE DEVELOPMENT AND EDUCATIONAL PROGRAMS FOR MORE THAN 150 RESIDENTS, INCLUDING CAREER SERVICES, CAREER EDUCATION AND AWARENESS PROGRAMS AND LITERACY EDUCATION. 194310 132139 HEALTH - COLLECTIVELY HUNTERDON COUNTY RESIDENTS CONTINUE TO BE IN VERY GOOD HEALTH WHEN COMPARED WITH THE REST OF NEW JERSEY AND WITH THE COUNTRY. HOWEVER, THERE IS ALWAYS ROOM FOR IMPROVEMENT. HAROLD, ANOTHER MEMBER OF THE UNITED WAY OF HUNTERDON COUNTY FAMILY, IS SOMEONE WHO IS HEALTH AT RISK, OVERWHELMED, LIFESTYLE DILEMMAS. HAROLD IS HEALTH AT RISK FOR A VARIETY OF REASONS INCLUDING BEING UNDERINSURED OR UN-INSURED OR HAVING A CHRONIC PHYSICAL OR MENTAL ILLNESS. HAROLD IS OVERWHELMED BY STRESS CAUSED BY FACTORS SUCH AS WORK, FAMILY (CHILDREN AND/OR AGING PARENTS), FINANCES AND IS FACED WITH ONGOING LIFESTYLE DILEMMAS LACK OF EXERCISE DUE TO LIMITED TIME OR BUDGET, LACK OF AWARENESS, LEADING TO POOR CHOICES AND POOR NUTRITION. CURRENT INITIATIVES AND PROGRAMS:TIRO (TECHNICAL INTERVENTIONS FOR THE REDUCTION OF OBESITY) FOCUSES ON BETTER MEETING THE NEEDS OF HAROLD, AND OBTAINING PROGRAM GRANTS AIMED AT DECREASING HEALTH DISPARITIES WITHIN THE LATINO COMMUNITY. TO THAT END, WE CONTINUE TO PARTNER WITH THE HUNTERDON HEALTHCARE SYSTEM, THE YMCA OF HUNTERDON COUNTY, SHOPRITE OF HUNTERDON AND THE FAITH-BASED COMMUNITY TO EXPAND TIRO. THE TIRO PROGRAM CURRICULUM PROVIDED 9-WEEK FAITHFUL FAMILIES SESSIONS, DEVELOPED BY THE UNIVERSITY OF NORTH CAROLINA, AT ST. MAGDALEN'S AND ST. AGNES CHURCHES. THE CURRICULUM INCLUDES NUTRITION EDUCATION CLASSES, HEALTHY COOKING DEMONSTRATIONS, PHYSICAL ACTIVITY CLASSES, AND HEALTH LITERACY EDUCATION. HUNTERDON DIAPER BANK -- A KEY PROGRAM IN SUPPORT OF UNITED WAY'S HEALTH INITIATIVE, THE HUNTERDON DIAPER BANK IS RUN IN PARTNERSHIP WITH NORWESCAP FOOD BANK. THE AVERAGE COST FOR A YEAR'S SUPPLY OF BABY DIAPERS OR INCONTINENCE SUPPLIES IS $1,200. MORE THAN 46,000 DIAPERS WERE COLLECTED AND DISTRIBUTED TO FAMILIES AND INDIVIDUALS IN 2014. THE HUNTERDON DIAPER BANK CENTRALIZES THE FUNDRAISING AND DISTRIBUTION OF FREE DIAPERS TO STRUGGLING PARENTS AND CAREGIVERS THROUGH EXISTING SERVICE PROVIDERS, INCLUDING LOCAL FOOD PANTRIES, DAYCARE CENTERS, SOCIAL SERVICE AGENCIES AND SHELTERS.DISCOUNT PRESCRIPTION PROGRAM - UWHC PARTNERS WITH FAMILYWIZE TO OFFER FREE PRESCRIPTION DRUG DISCOUNT CARDS TO HUNTERDON COUNTY RESIDENTS AND EMPLOYEES- ASSISTING UNINSURED RESIDENTS IN RECEIVING DISCOUNTED PRESCRIPTIONS.DONORS' SUPPORT ALSO HELPS FUND PROGRAMS AND RESOURCES THAT ALLOWED MORE THAN 1,100 OF OUR SENIORS AND OTHERS TO AGE IN PLACE AND LIVE INDEPENDENTLY AND TO REINFORCE HEALTHY BEHAVIORS. PLANS FOR THE COMING YEAR:AS IT ENTERS ITS THIRD YEAR, TIRO WILL INCORPORATE A PILOT ONLINE TRACKING AND INTERACTIVE EXERCISE COMPONENT TO THE INITIATIVE. PARTICIPANTS WILL BE ABLE TO TRACK THEIR PROGRESS THROUGH SOCIAL MEDIA PLATFORMS AND USE VIDEOS AND OTHER TOOLS TO ENHANCE THEIR EXERCISE ROUTINE. UWHC WILL CONTINUE TO PLAY AN ACTIVE ROLE IN THE HUNTERDON COUNTY PARTNERSHIP FOR HEALTH SUPPORTING EXPANDED COLLABORATIVE EFFORTS TO ASSIST IN THE HEALTHCARE OF OUR COUNTY RESIDENTS. THE MISSION OF THE PARTNERSHIP FOR HEALTH IN HUNTERDON COUNTY IS TO POOL THE RESOURCES NEEDED TO UNDERTAKE THE WORK AND TO FACILITATE THE PLANNING PROCESS. UNITED WAY OF HUNTERDON COUNTY IS AN ACTIVE PARTICIPANT IN THE PARTNERSHIP FOR HEALTH, HOLDING SEATS ON TWO COMMITTEES: THE AGING ISSUES AND THE LATINO ACTION TEAMS. 314469 100871 COMMUNITY SUPPORT SERVICES - UNITED WAY MAKES IT OUR MISSION TO UNDERSTAND AND RESPOND TO THE SPECIFIC NEEDS OF THE HUNTERDON COMMUNITY. WE SUPPORT PROGRAMS AND INITIATIVES THAT REFLECT HUNTERDON COUNTY'S UNIQUE DEMOGRAPHIC, SOCIAL, AND GEOGRAPHIC MAKEUP TO ENSURE THAT PEOPLE WITH SPECIAL NEEDS HAVE OPPORTUNITIES FOR RECREATION AND SOCIALIZATION, THAT OUR YOUTH HAVE OPPORTUNITIES TO GROW AND DEVELOP, AND THAT EVERYONE HAS A PLACE TO TURN WHEN THEY NEED HELP. CURRENT INITIATIVES:NJ 2-1-1 PARTNERSHIP - WHEN SOMEONE DOESN'T KNOW WHERE TO START, THEY CAN REMEMBER THREE NUMBERS, 2-1-1. DIAL "2-1-1 OR VISIT NJ211.ORG ANYTIME, SEVEN DAYS A WEEK FOR HELP IN NAVIGATING AVAILABLE ASSISTANCE SERVICES EVERYTHING FROM FINDING A LOCAL SHELTER DURING A FLOOD OR POWER OUTAGE TO SOURCES FOR RENTAL ASSISTANCE. IN OUR STATE THE 2-1-1 SYSTEM IS MANAGED BY THE NJ 211 PARTNERSHIP, A SUBSIDIARY OF THE UNITED WAYS OF NEW JERSEY WHICH, IN 2002, WAS DESIGNATED BY THE BOARD OF PUBLIC UTILITIES AS SOLE ADMINISTRATOR. THIS CONFIDENTIAL SERVICE IS SUPPORTED BY LOCAL UNITED WAYS THROUGHOUT NEW JERSEY IN PARTNERSHIP WITH THE STATE OF NEW JERSEY DEPARTMENT OF HUMAN SERVICES, OFFICE OF HOMELAND SECURITY AND PREPAREDNESS, AND THE DEPARTMENT OF CHILDREN AND FAMILIES. NJ2-1-1 IS AN ACTIVE PARTNER IN THE HUNTERDON THRIVE INITIATIVE.DONORS' INVESTMENTS IN UNITED WAY OF HUNTERDON COUNTY ASSISTED MORE THAN 800 INDIVIDUALS GAIN AWARENESS OF AND ACCESS TO CRITICAL COMMUNITY RESOURCES. PROGRAMS FUNDED INCLUDE EMERGENCY SERVICES, REASSURANCE CALLS FOR SENIORS AND HEALTHY EATING PROGRAMS.PLANS FOR THE COMING YEAR: UNITED WAY OF HUNTERDON COUNTY'S BIG BUILD 2015 BROUGHT NEW LIFE INTO THE ONCE EMPTY BUILDING AT 20 FULPER ROAD IN FLEMINGTON. THE SPACE IS NOW HOME TO HUNTERDON COUNTY'S FIRST VOLUNTEER CENTER, BUILT WITH THE HELP OF MORE THAN 175 VOLUNTEERS WHO WORKED 2,300 HOURS IN JUST OVER 100 DAYS TO RENOVATE THE UNITED WAY OF HUNTERDON COUNTY'S NEW VOLUNTEER CENTER.THIS COMMUNITY VOLUNTEER CENTER IS A CENTRAL LOCATION WHERE THE COMMUNITY WILL COME TOGETHER TO TAKE PART IN VOLUNTEER ACTIVITIES SUCH AS HOLIDAY HANDS, TOOLS 4 SCHOOL AND THE HALLOWEEN COSTUME SWAP. A COMMUNITY VOLUNTEER CENTER IS THE PLACE WHERE FAMILIES COME TO REINFORCE A CULTURE OF VOLUNTEERISM, A PLACE WHERE NEIGHBORS COME TO LEND A HAND TO NEIGHBORS IN NEED, A PLACE WHERE THE COMMUNITY COMES TOGETHER TO MAKE A DIFFERENCE AND BUILD A STRONGER COMMUNITY. IT IS MORE THAN A PLACE WHERE THINGS GET DONE. IT IS A PLACE WHERE THINGS GET CHANGED. THE VOLUNTEER CENTER ALSO ALLOW A PLACE FOR FOLKS TO COME TOGETHER TO ENGAGE IN LONG TERM RECOVERY EFFORTS AFTER ANY DISASTER. 314469 100871 1189022 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 16 0 8 1 0 0 0 0 0 0 0 0 0 0 X 23 22 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NJ X X X THE ORGANIZATION 9087823414 4 WALTER FORAN BLVD NO 401 FLEMINGTON NJ 08822 ROBERT BARTER BOARD MEMBER 1.00 X 0 0 0 LINDA F BRYANT BOARD MEMBER 1.00 X 0 0 0 DEISI GARCIA-SCOTT BOARD MEMBER 1.00 X 0 0 0 J MATTHEW HOLT BOARD MEMBER 1.00 X 0 0 0 PRASANNA V JOSHI BOARD MEMBER 1.00 X 0 0 0 IVY E LATIMER BOARD MEMBER 1.00 X 0 0 0 BRADFORD W MULLER BOARD MEMBER 1.00 X 0 0 0 ISIDORO PEREZ BOARD MEMBER 1.00 X 0 0 0 CHRISTOPHER J PHELAN BOARD MEMBER 1.00 X 0 0 0 BARBARA A PIWINSKI BOARD MEMBER 1.00 X 0 0 0 JENNY POON BOARD MEMBER 1.00 X 0 0 0 SARAH POSLUSZNY BOARD MEMBER 1.00 X 0 0 0 KENDRA K SCHROEDER BOARD MEMBER 1.00 X 0 0 0 ANIX P VYAS BOARD MEMBER 1.00 X 0 0 0 BARRY GOODMAN ESQ LEGAL COUNSEL 1.00 X 0 0 0 KATHY CLOSS VICE PRESIDENT, CRISP 1.00 X 0 0 0 JOSEPH DEPINTO PRESIDENT 1.00 X 0 0 0 ANN MCCRYSTAL TREASURER 1.00 X 0 0 0 MICHAEL A MEYER VICE PRESIDENT, RESOURCE DEVELOPMENT 1.00 X 0 0 0 MARY ROSE NGUYEN SECRETARY 1.00 X 0 0 0 HAEKYOUNG SUH GOVERNANCE COMMITTEE CHAIR, ETHICS OFFICER 1.00 X 0 0 0 MICHAEL D YOUNG FINANCE/AUDIT COMMITTEE CHAIR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 1381242 269965 1381242 12388 12388 23620 0 23620 23620 23620 1608 0 1608 1608 1418858 0 0 37616 695718 695718 105883 66707 19059 20117 243605 153471 43849 46285 14353 9042 2583 2728 51857 32671 9334 9852 32281 20336 5811 6134 14546 9366 2520 2660 50583 35772 7205 7606 12855 8098 2314 2443 26175 19329 3330 3516 15342 13961 921 460 11867 9077 1460 1330 18972 17462 1510 8608 3624 3996 988 24081 18098 2911 3072 11924 7512 2146 2266 BAD DEBT EXPENSE 90329 90329 PRINTING 25049 22551 1152 1346 TELEPHONE 18482 13159 3616 1707 COMMUNITY PROGRAMS 11744 11744 34109 21324 10045 2740 1518363 1189022 214091 115250 231883 191322 864475 741403 344332 224410 1947 1549 5140 3338 1157376 181289 753384 976087 926351 872081 31519 3159031 3010190 37287 71775 523611 496795 290000 279974 850898 848544 X 2304092 2161646 4041 0 2308133 2161646 3159031 3010190 -99505 -46982 0 X 0 1 X 1 0 X 2344478 1460320 974407 1322851 1381242 7483298 2344478 1460320 974407 1322851 1381242 7483298 7483298 21635 29179 45662 14426 12388 123290 20553 245 7315 1608 29721 7636309 192723 0.98000 0.97710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 926351 -4870 40000 9400 872081 923343 132189 120000 9181 926351 855195 97183 20000 9035 923343 778084 100032 15000 7921 855195 683195 102004 7115 778084 1.00000 0 0 97500 97500 998672 125199 873473 61204 56090 5114 976087 SHORT-TERM INVESTMENTS 18427 F PREFERRED STOCK 49860 F MUTUAL FUNDS 184859 F DOMESTIC COMMON STOCK 482998 F EXCHANGE-TRADED FUNDS 135937 F 872081 1281547 -46982 -46982 1328529 90329 90329 1418858 1428034 0 1428034 90329 90329 1518363 PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 1 SAFE IN HUNTERDON 47 E MAIN STREET FLEMINGTON NJ 08822 222267191 501 (C)(3) 16052 FMV PROVIDES SHORT TERM HOUSING, EDUCATION, AND SUPPORT FOR WOMEN WHO ARE RECOVE ARC OF HUNTERDON COUNTY 1322 ROUTE 31 NORTH SUITE 5 ANNANDALE NJ 08801 221659502 501 (C)(3) 50000 FMV PROVIDES A VARIETY OF SERVICES TO CHILDREN AND ADULTS WITH DEVELOPMENTAL DIS CATHOLIC CHARITIES DIOCESE OF METUCHEN - HUNTERDON FAMILY SERVICES OFFICE 6 PARK AVE FLEMINGTON NJ 08822 222423496 501 (C)(3) 20000 FMV PROVIDES SERVICES TO INDIVIDUALS, FAMILIES, COMMUNITIES, REFLECTS CONCERNS OF CHURCH, PEOPLE OF GOOD WILL ON BEHALF OF NEEDY, ECONOMICALLY POOR AND THOSE DEVALUED BY SOCIETY. HOUSING ACCESSBILITY & REHABILITATION PROGRAM 4 WALTER FORAN BLVD SUITE 410 FLEMINGTON NJ 08822 800181325 501 (C)(3) 5000 FMV TO PROVIDE HIGH QUALITY GUARDIANSHIP TO ELDERLY OR DISABLED ADULTS VOLUNTEER GUARDIANSHIP 188 STATE ROUTE 31 FLEMINGTON NJ 08822 223698313 501 (C)(3) 9000 FMV PROVIDES ASSISTANCE WITH ACCESS TO MEDICATION. HUNTERDON HELPLINE INC 14 MINE STREET FLEMINGTON NJ 08822 222265896 501 (C)(3) 9280 FMV 24 HOUR HOTLINE, INFORMATION AND ADVOCACY, EMERGENCY SHELTERING, REASSURANCE CALLS, FRIENDLY VISITING AND COMPASSIONATE LISTENING. LEGAL SERVICES OF NORTHWEST JERSEY INC - HUNTERDON COUNTY DIVISION 82 PARK AVE FLEMINGTON NJ 08822 222068191 501 (C)(3) 50000 FMV FREE LEGAL SERVICES TO INDIGENT RESIDENTS OF HUNTERDON COUNTY WHO HAVE CIVIL LAW PROBLEMS MEALS OF WHEELS IN HUTERDON COUNTY 5 WALTER FORAN BLVD SUITE 2006 FLEMINGTON NJ 08822 223084358 501 (C)(3) 29000 FMV DELIVERIES EACH WEEKDAY TO HOMEBOUND SENIORS AS WELL AS FOUR CONGREGATE NUTRITION SITES FOR THE INDEPENDENT SENIOR IN HUNTERDON. LOW SODIUM AND WEEKEND MEALS AVAILABLE. NORWESCAPFOOD BANK STAR PROGRAM 21 NORTH BROAD STREET PHILLIPSBURG NJ 08865 221777156 501 (C)(3) 94127 FMV DISTRIBUTES DONATED FOOD TO NON-PROFIT ORGANIZATIONS THAT FEED THE HUNGRY. YMCA OF HUNTERDON COUNTY 144 W WOODSCHURCH RD FLEMINGTON NJ 08822 221524183 501 (C)(3) 45800 FMV PROMOTES HEALTHY LIFESTYLES FOR PEOPLE OF ALL AGES AND ABILITIES THROUGH FITNESS/HEALTH, AQUATICS, PRE-SCHOOL, AND SENIOR PROGRAMS. FINANCIAL ASSISTANCE AVAILABLE ENSURING ALL CAN PARTICIPATE. FAMILY PROMISE OF HUNTERDON COUNTY 10 EAST MAIN STREET FLEMINGTON NJ 08822 223049800 501 (C)(3) 30000 FMV SUB-GRANTEE PROVIDES TIME-LIMITED WRAPAROUND SERVICES THROUGH CASE MANAGEMENT, HOUSING SEARCH ASSISTANCE, FINANCIAL ASSISTANCE FOR RENT, SECURITY DEPOSITS, MOVING COSTS AND UTILITIES, LEGAL SERVICES, CREDIT AND BUDGET COUNSELING, AND CREDIT REPAIR SERVICES TO STABILIZE HOUSEHOLDS. HOMESHARING 120 FINDERNE AVE BRIDGEWATER NJ 08807 222893508 501 (C)(3) 10000 FMV PREVENTS HOMELESSNESS BY MATCHING "PROVIDERS," RESIDENTS WHO NEED TO SHARE T NJ211 PARTNERSHIP 1415 WYCKOFF RD FARMINGDALE NJ 07727 371446108 501 (C)(3) 14071 FMV INFORMATION AND REFERRAL SERVICES AND DISASTER RESPONSE SUPPORT. JEWISH FAMILY SERVICES 150-A WEST HIGH STREET SOMERVILLE NJ 08876 222306902 501 (C)(3) 10000 FMV JFS CAREER SERVICES PROGRAM HELPS INDIVIDUALS WHO ARE UNEMPLOYED AND UNDEREMPLOYED. SERVICES INCLUDE CAREER COUNSELING, A JOB SEEKER'S SUPPORT GROUP, RESUME AND JOB SEARCH ASSISTANCE. HUNTERDON COUNTY MEDICATION ACCESS PROGRAM 2100 WESTCOTT DRIVE FLEMINGTON NJ 08822 501 (C)(3) 12000 FMV SERIES OF SEMINARS/CAREER SERVICES TO RAISE COMMUNITY AWARENESS TO JOB OPTIONS IN HIGH WAGE, HIGH DEMAND OCCUPATIONS SO THAT THE COMMUNITY MAY LEARN ABOUT SUSTAINABLE JOBS AND REQUIRED CREDENTIALS. PART I, LINE 2: SCHEDULE I, PART I, LINE 2: UNITED WAY OF HUNTERDON COUNTY UNDERGOES AN ANNUAL CITIZEN REVIEW PROCESS FOR OUR RESOURCE INVESTMENT. THIS PROCESS INCLUDES AN OPEN REQUEST FOR PROPOSAL WITH COMMITTEE REVIEWS FOCUSED ON OUTCOMES MEASUREMENT AND ANNUAL DATA REVIEWS AND EVALUATIONS. FUNDED PARTNERS ADHERE TO AN AGREED CONTRACT. X 269965 RETAIL VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 EVERY PERSON, FIRM, ASSOCIATION AND CORPORATION WHO MAKES A CONTRIBUTION TO OR FOR THE BENEFIT OF THIS CORPORATION SHALL AUTOMATICALLY, UPON MAKING SUCH CONTRIBUTION, BECOME A MEMBER OF THIS CORPORATION AND REMAIN A MEMBER UNTIL THE COMPLETION DATE OF THE NEXT ANNUAL CAMPAIGN OF THIS CORPORATION. EACH CONTRIBUTING MEMBER MAY BE REPRESENTED AT MEETINGS OF THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7A ANY VACANCY OCCURING IN THE MEMBERSHIP OF THE BOARD OF TRUSTEES MAY BE FILLED BY THE BOARD OF TRUSTEES BY ELECTION OF A SUCCESSOR TRUSTEE FOR THE REMAINDER OF THE UNEXPIRED TERM. THE NOMINATING COMMITTEE SHALL SUBMIT NOMINATIONS TO FILL ANY VACANCY OCCURRING WITHIN THE MEMBERSHIP OF THE BOARD OF TRUSTEES. THE BOARD MAY ELECT A SUCCESSOR TRUSTEE AT ANY REGULAR OR SPECIAL MEETING, UPON GIVING AT LEAST SEVEN (7) DAYS WRITTEN NOTICE OF INTENTION TO HOLD SUCH AN ELECTION AND THE NAME OR NAMES OF THE NOMINEES FOR SUCH VACANCY OR VACANCIES. FORM 990, PART VI, SECTION B, LINE 11 THE FORM 990 IS PREPARED AND REVIEWED BY THE FINANCE/AUDIT COMMITTEE, WHICH IS COMPRISED OF BOARD MEMBERS AND NON-BOARD MEMBERS, WITH A MINIMUM OF TWO MEMBERS WITH FINANCIAL EXPERIENCE. THE FINALIZED FORM 990 IS CIRCULATED VIA EMAIL TO THE BOARD FOR REVIEW AND COMMENT WITHIN A GIVEN TIMEFRAME. AFTER TIMEFRAME, FORM 990 IS FINALIZED, SIGNED AND FILED WITH IRS. THE BOARD IS ADVISED AT SUBSEQUENT BOARD MEETING OF DATE OF FILING AND ACCEPTANCE BY IRS, IF APPLICABLE. FORM 990, PART VI, SECTION B, LINE 12C IN CONJUNCTION WITH THE FIRST BOARD MEETING OF THE FISCAL YEAR, ALL BOARD MEMBERS, VOLUNTEERS AND STAFF REVIEW AND SIGN OFF ON A CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A ON AN ANNUAL BASIS, THE CEO COMPLETES A PERFORMANCE COMPETENCY ASSESSMENT WHICH IS REVIEWED AND RATED BY THE EXECUTIVE COMMITTEE. THE BOARD PRESIDENT CONDUCTS THE FINALIZED REVIEW AND REPORTS TO THE BOARD. COMPENSATION ADJUSMENTS, IF WARRANTED, ARE DETERMINED BY REVIEW OF COMPARABLE DATA OF LIKE POSITIONS AT OTHER UNITED WAYS AND NON PROFIT ORGANIZATIONS IN THE GEOGRAPHIC AREA. FORM 990, PART VI, SECTION C, LINE 19 YES, AVAILABLE THROUGH WEBSITE, BOARD BINDER, AND UPON REQUEST.