2016-05-16T09:57:47-05:00 2015-06-30 464001827 SAXBST LLP 855 VALLEY ROAD CLIFTON NJ 070132483 990 2014-07-01 221487247 UNITED WAY OF NORTHERN NEW JERSEY INC UNIT 9739931160 222 RIDGEDALE AVENUE CEDAR KNOLLS NJ 07927 JOHN B FRANKLIN CEO 9739931160 2016-05-16 1 MARQUS WHITE P00053187 9734726250 2014 2016-08-17 19:52:53Z JOHN B FRANKLIN 222 RIDGEDALE AVENUE CEDAR KNOLLS NJ 07927 13902795 0 X WWW.UNITEDWAYNNJ.ORG X 1950 NJ UNITED WAY IMPROVES LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES TO ADVANCE THE COMMON GOOD.THE VISION FOR UNITED WAY OF NORTHERN NEW JERSEY IS TO IMPROVE PEOPLE'S LIVES AND STRENGTHEN COMMUNITIES ACROSS THE REGION BY ENSURING ALL CITIZENS HAVE ACCESS TO THE BASIC BUILDING BLOCKS OF A GOOD LIFE - EDUCATION, INCOME, AND HEALTH. 18 17 64 6000 0 0 14684274 12965209 0 0 205620 225439 290580 433124 15180474 13623772 11134428 9199864 0 0 3738456 3977506 0 0 1407896 1713973 2122429 16586857 15299799 -1406383 -1676027 13023452 10916393 1839993 1605554 11183459 9310839 X UNITED WAY IMPROVES LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES TO ADVANCE THE COMMON GOOD.THE VISION FOR UNITED WAY OF NORTHERN NEW JERSEY IS TO IMPROVE PEOPLES LIVES AND STRENGTHEN COMMUNITIES ACROSS THE REGION BY ENSURING ALL CITIZENS HAVE ACCESS TO THE BASIC BUILDING BLOCKS OF A GOOD LIFE - EDUCATION, INCOME, AND HEALTH. 0 0 3978761 2759959 EDUCATION: UNITED WAY RESEARCH REVEALED THAT 1.2 MILLION NEW JERSEY HOUSEHOLDS ARE UNABLE TO AFFORD LIFE'S BASIC NECESSITIES, INCLUDING THE HIGH COST OF QUALITY EARLY EDUCATION PROGRAMS. HERE IN NORTHERN NEW JERSEY, 22 PERCENT OF HOUSEHOLDS ARE WORKING HARD YET STILL STRUGGLING TO MAKE ENDS MEET.AS A COMMUNITY, WE MUST RALLY TOGETHER TO DO EVERYTHING WE CAN TO PREPARE OUR KIDS FOR SUCCESS IN SCHOOL AND IN LIFE. THE RESEARCH IS PROMISING: STUDIES SUGGEST THAT QUALITY EARLY EDUCATION INCREASES ACHIEVEMENT FOR LOWER INCOME CHILDREN, MAKING THEM BETTER PREPARED FOR KINDERGARTEN AND BEYOND. AND RESEARCH PROVES WHEN STUDENTS ARE ENGAGED AND HAVE STRONG SOCIAL AND EMOTIONAL SKILLS, TEST SCORES INCREASE AND DISCIPLINARY ISSUES DECREASE. PROVIDING OUR YOUTH WITH POSITIVE SCHOOL ENVIRONMENTS WHERE THEY CAN DEVELOP KEY SOCIAL AND EMOTIONAL SKILLS WILL ENSURE THEY ARE ABLE TO THRIVE IN THE FUTURE WORKPLACE.WE PROVIDE THE CRITICAL FOUNDATION - FROM BIRTH THROUGH HIGH SCHOOL - THAT MAKES IT POSSIBLE FOR THE REGION'S YOUTH TO REACH THEIR GREATEST POTENTIAL AND FACE A FUTURE OF LIMITLESS POSSIBILITY. 2970314 2115969 INCOME: HELPING PEOPLE BECOME FINANCIALLY STABLENEARLY ONE THIRD OF NORTHERN NEW JERSEY HOUSEHOLDS ARE WALKING A FINANCIAL TIGHT ROPE, UNABLE TO MEET EXPENSES, DEAL WITH UNEXPECTED HARDSHIPS, AND SAVE FOR THE FUTURE. UNITED WAY IS HELPING LOWER INCOME FAMILIES SET A MORE POSITIVE COURSE AND ACHIEVE FINANCIAL INDEPENDENCE THROUGH FINANCIAL LITERACY AND FREE SERVICES LIKE TAX PREPARATION. WE ARE ALSO WORKING TO ENSURE EVERYONE IN OUR COMMUNITIES HAS ACCESS TO THE SUPPORT THEY NEED FOR GETTING AND KEEPING A JOB WITH LIVABLE WAGE.LAST YEAR, WE COLLABORATED WITH COMMUNITY PARTNERS TO HELP ALICE AND THOSE IN POVERTY WITH FREE TAX PREPARATION AND EDUCATION ABOUT TAX CREDITS, FILING 5000+ FREE RETURNS, SAVING RESIDENTS AN ESTIMATED $1MM IN TAX PREPARATION FEES AND HELPING THEM CLAIM NEARLY $1.4MM IN TAX CREDITS. IN ADDITION, WE HELPED INDIVIDUALS AND FAMILIES WITH EDUCATIONAL PROGRAMS AND WORKSHOPS RELATED TO FINANCIAL HEALTH, CAREER COACHING AND JOB RELATED RESOURCES. 2885419 2115969 HEALTH: WE IMPROVE LIVES OF FAMILY CAREGIVERSCAREGIVING IS A UNIVERSAL REALITY THAT TOUCHES ALMOST EVERY FAMILY. IN NEW JERSEY THERE ARE ABOUT ONE MILLION UNPAID FAMILY CAREGIVERS SHOULDERING THIS RESPONSIBILITY, OFTEN WITHOUT PREPARATION OR EDUCATION. CAREGIVERS OFTEN PUT THEIR OWN PHYSICAL, MENTAL AND FINANCIAL HEALTH AT RISK. CAREGIVERS EXPERIENCE HIGHER LEVELS OF DEPRESSION AND MANY HAVE REPORTED WORSE HEALTH THAN THE GENERAL POPULATION. THEY ALSO FIND THEMSELVES DIPPING INTO THEIR SAVINGS AND TAKING A FINANCIAL HIT BY HAVING TO PASS UP PROMOTIONS, OR EVEN LEAVE THE WORKPLACE ALTOGETHER. PROVIDING THIS CARE CAN TAKE A PARTICULARLY DEVASTATING TOLL ON FAMILIES WHO ARE ALREADY LIVING PAYCHECK TO PAYCHECK. WITH LITTLE OR NO ABILITY TO SET ASIDE SAVINGS, CAREGIVERS CANNOT AFFORD TO MISS WORK TO CARE FOR THEIR LOVED ONES. UNITED WAY IS COMMITTED TO HELPING OUR UNPAID FAMILY CAREGIVERS BY PROVIDING A COMMUNITY OF SUPPORT TO LESSEN THE STRESS, FATIGUE AND BURNOUT THAT TAKE THEIR TOLL ON THESE IMPORTANT INDIVIDUALS. 3167061 2207967 A MAJOR GOAL OF UNITED WAY OF NORTHERN NEW JERSEY IS TO IDENTIFY THE BARRIERS TO SIGNIFICANT CHANGE FOR SOCIETAL PROBLEMS. ON MANY LEVELS, NEW JERSEY IS AN AFFLUENT STATE - ONE WITH HIGH MEDIAN INCOMES, QUALITY SCHOOLS AND PROSPEROUS CORPORATIONS. BUT LOOK A LITTLE MORE CLOSELY AT ALMOST ANY NEW JERSEY COMMUNITY AND YOU WILL FIND THAT WITHIN THE AFFLUENCE, A GROWING NUMBER OF PEOPLE ARE BARELY GETTING BY.MORE THAN ONE THIRD OF NEW JERSEY HOUSEHOLDS CANNOT AFFORD THE BASIC NECESSITIES. NEARLY 890,000 NEW JERSEY HOUSEHOLDS HAVE RESIDENTS WHO GO TO WORK EACH DAY BUT STILL CANNOT BE SURE THEY WILL BE ABLE TO PUT DINNER ON THE TABLE EACH NIGHT. THESE PEOPLE INCLUDE YOUR CHILD CARE WORKERS, MECHANICS, HOME HEALTH AIDES AND OFFICE ASSISTANTS - WORKERS ESSENTIAL TO THE SUCCESS OF OUR COMMUNITIES. WE HAVE IDENTIFIED THESE WORKERS AS ALICE - AN ACRONYM FOR ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED. ALICE LIVES IN EVERY COUNTY IN NEW JERSEY, WORKS AND PAYS TAXES, BUT STILL CANNOT MAKE ENDS MEET. WHILE THE COMMUNITY IMPACT PILLARS OF EDUCATION, INCOME AND HEALTH PROVIDE SPECIFIC OUTCOMES FOR SERVING THE NEEDS OF ALICE POPULATION, THERE ARE OTHER SERVICES NEEDED WHICH MAY NOT EASILY BE DEFINED BY THESE CATEGORIES. THERE ARE CONSIDERABLE EFFORTS IN SUPPORTING THE GREATED COMMUNITY BY NOT ONLY RAISING PHILANTHROPY ACROSS THE REGION BUT ALSO WITH PROGRAMMATIC EFFORTS IN AREAS SUCH AS CAPACITY BUILDING FOR NON PROFIT PARTNERS, FUNDING IMPORTANT SERVICES SUCH AS NJ211 AND SUPPORTING NEEDS OF A MORE GENERALIZED NATURE. 3167061 2207967 13001555 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 44 0 1 64 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X X JOHN B FRANKLIN 9739931160 222 RIDGEDALE AVENUE CEDAR KNOLLS NJ 07927 HELEN ONG BOARD CHAIR 1.00 X X 0 0 0 THEODORE O'DELL BOARD TREASURER 1.00 X 0 0 0 DON SHERIDAN BOARD TREASURER 1.00 X X 0 0 0 KATHLEEN NELSON BOARD SECRETARY 1.00 X X 0 0 0 SUSAN WETZEL BOARD MEMBER 1.00 X 0 0 0 MARK BODE BOARD MEMBER 1.00 X 0 0 0 KIMBERLY BURNETT BOARD MEMBER 1.00 X 0 0 0 MICHAEL KERWIN BOARD MEMBER 1.00 X 0 0 0 DR BARBARA-JAYNE LEWTHWAITE BOARD MEMBER 1.00 X 0 0 0 ALISON MILLER BOARD MEMBER 1.00 X 0 0 0 GREGORY OAKES BOARD MEMBER 1.00 X 0 0 0 DR WILLIAM RODGERS III BOARD MEMBER 1.00 X 0 0 0 PAUL ROSENBAUM BOARD MEMBER 1.00 X 0 0 0 BARBARA WHITE BOARD MEMBER 1.00 X 0 0 0 DANIEL FETE BOARD MEMBER 1.00 X 0 0 0 KATHLEEN BOURKE BOARD MEMBER 1.00 X 0 0 0 DEE FALVO BOARD MEMBER 1.00 X 0 0 0 KENNETH OLSEN BOARD MEMBER 1.00 X 0 0 0 DR MICHAEL GERARDI BOARD MEMBER 1.00 X 0 0 0 TIMOTHY GREINER BOARD MEMBER 1.00 X 0 0 0 JOHN B FRANKLIN CEO 40.00 X X 191748 0 26638 BONNIE O'NEILL CFO 40.00 X 103569 0 18559 ANDREA CONWAY SR VP OF MARKETING - COMMUNICATIONS 40.00 X 93000 0 12763 KIRAN GAUDIOSO DIRECTOR OF COMMUNITY IMPACT-INCOME PILLAR 40.00 X 96901 0 13531 LYNN WECKWORTH SR VP 40.00 X 91627 0 25921 576845 0 97412 2 0 1 0 0 559004 288200 12118005 266224 12965209 114152 114152 280267 0 280267 280267 280267 111287 0 111287 111287 111287 413491 288200 279023 134468 134468 MISCELLANEOUS 900099 18389 18389 18389 13623772 298656 0 359907 9199864 9199864 348304 128296 136064 83944 2733311 1594762 573894 564655 659273 374232 49618 235423 236618 130140 23662 82816 49685 29559 1646 18480 118646 66641 11511 40494 472828 345846 28218 98764 37596 27030 564 10002 73301 56337 8768 8196 41647 17193 3183 21271 107889 59339 10789 37761 169103 127309 9288 32506 43478 25070 4091 14317 PROFESSIONAL FEES 774385 695784 8673 69928 EQUIPMENT MAINTENANCE A 123584 72332 13444 37808 SUPPLIES 53875 25375 4247 24253 POSTAGE 25613 9274 1628 14711 30799 17172 1060 12567 15299799 13001555 890348 1407896 4435130 2602482 1773057 2048065 125165 113657 91543 104535 4105211 3290867 957247 814344 5578060 5160821 63250 72489 13023452 10916393 293744 335110 1345811 1229367 150000 0 50438 41077 1839993 1605554 X 7617501 6107012 1427995 1468130 2137963 1735697 11183459 9310839 13023452 10916393 X -1676027 -118380 -78213 X X 0 1 X 1 0 X 11158021 13908387 13888857 14684274 12965209 66604748 11158021 13908387 13888857 14684274 12965209 66604748 2358330 64246418 581930 460460 431183 358640 394419 2226632 217691 247316 262469 326008 413491 1466975 70298355 0.91390 0.95180 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2326060 43619 509763 1859916 2245693 277041 196674 2326060 2148366 175567 78240 2245693 2263958 122678 -9237 229033 2148366 2316885 55791 108718 2263958 0.00000 0.86870 0.13130 0 0 36200 36200 2026451 1877964 148487 1295489 716693 578796 655808 618355 37453 91263 77855 13408 814344 DEFERRED LEASE PAYABLE 41077 41077 X 8189462 -118380 279023 160643 8028819 5594953 5594953 13623772 10062082 279023 279023 9783059 5516740 5516740 15299799 PART V, LINE 4: UNITED WAY OF NORTHERN NEW JERSEY'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE ORGANIZATION TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA ("GAAP"), NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE ORGANIZATION TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR IMPOSED RESTRICTIONS. UNITED WAY OF NORTHERN NEW JERSEY HAS AN ANNUAL ENDOWMENT SPENDING POLICY THAT IS SPECIFICALLY DESIGNED TO ASSIST IN FUNDING ANNUAL PROGRAMMING OBJECTIVES AND TO PRESERVE THE VALUE OF THE INVESTMENT PORTFOLIO OVER TIME. THE SPENDING POLICY IS BETWEEN 5% AND 6% OF THE FUND VALUE AVERAGED OVER THE PRECEDING FIVE YEAR PERIOD AS OF JUNE 30TH OF EACH PERIOD. IN ESTABLISHING THIS POLICY, UNITED WAY OF NORTHERN NEW JERSEY CONSIDERED THE LONG TERM EXPECTED RETURN ON ITS ENDOWMENT. ACCORDINGLY, OVER THE LONG TERM, UNITED WAY OF NORTHERN NEW JERSEY EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO GROW AND MAINTAIN ITS VALUE TO SUPPORT OPERATIONS IN THE FUTURE. TO MEET THESE OBJECTIVES, UNITED WAY OF NORTHERN NEW JERSEY UTILIZES A TOTAL RETURN INVESTMENT APPROACH WHICH EMPHASIZES TOTAL INVESTMENT RETURN, CONSISTING OF INVESTMENT INCOME AND REALIZED AND UNREALIZED GAINS OR LOSSES AND, ACCORDINGLY, INVESTS IN EQUITIES, FIXED INCOME, AND MONEY MARKET ACCOUNTS. IN ADDITION TO THE GENERAL ENDOWMENT FUNDS, THERE ARE FUNDS FUNCTIONING AS ENDOWMENTS WHICH HAVE DONOR IMPOSED RESTRICTIONS AS TO TIME AND PURPOSE, ALONG WITH VARYING VALUATION DATES AND FORMULAS FOR THE CALCULATION AND RELEASE OF SAME. PART X, LINE 2: INCOME TAXES - UNITED WAY OF NORTHERN NEW JERSEY 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 STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS. THE FINANCIAL ACCOUNTING STANDARDS BOARD ISSUED GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. MANAGEMENT EVALUATED THE ORGANIZATION'S TAX POSITIONS AND CONCLUDED THAT THE ORGANIZATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 279,023. PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUE SHARING THAT WAS SHOWN NET OF CONTRIBUTIONS 5,516,740. ALLOWANCE FOR UNCOLLECTABLES 78,213. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 279,023. PART XII, LINE 4B - OTHER ADJUSTMENTS: REVENUE SHARING THAT WAS SHOWN NET OF CONTRIBUTIONS 5,516,740. COMMERCIAL REAL ESTATE LUNCHEON 177625 110000 67625 21550 8249 HELP FOR CHILDREN CLASSIC GOLF OUTI 331700 128400 203300 174122 16010 9 192366 49800 142566 37554 21538 701691 288200 413491 233226 45797 279023 134468 0 ABILITIES OF NORTHWEST JERSEY INC PO BOX 251 WASHINGTON NJ 07882 222053518 501C(3) 13434 FUNDED PARTNER DISTRIBUTION ADA BUDRICK 220 VREELAND AVE BOONTON NJ 07005 221863337 501C(3) 188834 FUNDED PARTNER DISTRIBUTION ADULT DAY CARE CENTER OF SOMERSET CTY INC 120 FINDERNE AVE BRIDGEWATER NJ 08807 222111573 501C(3) 53932 FUNDED PARTNER DISTRIBUTION AMERICAN RED CROSS - NORTHERN NEW JERSEY 29 ELM ST MORRISTOWN NJ 07960 530196605 501C(3) 8172 FUNDED PARTNER DISTRIBUTION ANDERSON HOUSE 532 RT 523 WHITEHOUSE STATION NJ 08889 521786469 501C(3) 6780 FUNDED PARTNER DISTRIBUTION ARC OF ESSEX COUNTY 123 NAYLON AVE LIVINGSTON NJ 07039 521939663 501C(3) 42961 FUNDED PARTNER DISTRIBUTION ARC OF SOMERSET COUNTY 141 SOUTH MAIN ST MANVILLE NJ 08835 221968555 501C(3) 49722 FUNDED PARTNER DISTRIBUTION ARC OF WARREN COUNTY PO BOX 389 WASHINGTON NJ 07882 226018015 501C(3) 11893 FUNDED PARTNER DISTRIBUTION BIG BROTHERS BIG SISTERS OF HUNTERDON SOMERSET & WARREN PO BOX 123 WASHINGTON NJ 07882 222313175 501C(3) 18550 FUNDED PARTNER DISTRIBUTION BIG BROTHERS BIG SISTERS OF NYC 223 E 30TH STREET NEW YORK NY 10016 135600383 501C(3) 9532 DONOR DESIGNATION CATHOLIC CHARITIES DIOCESE OF METUCHEN PO BOX 191 METUCHEN NJ 08840 222423496 501C(3) 63539 FUNDED PARTNER DISTRIBUTION CENTER FOR PREVENTION AND COUNSELING 61 SPRING ST NEWTON NJ 07860 237387757 501C(3) 150435 FUNDED PARTNER DISTRIBUTION CENTRAL JERSEY HOUSING RESOURCE CENTER 600 FIRST AVE SUITE 3 RARITAN NJ 08869 222928661 501C(3) 20635 FUNDED PARTNER DISTRIBUTION CHILD AND FAMILY RESOURCES 111 HOWARD BLVD MT ARLINGTON NJ 07856 221985526 501C(3) 19500 FUNDED PARTNER DISTRIBUTION CHILDREN ON THE GREEN 50 PARK PLACE MORRISTOWN NJ 07960 223256124 501C(3) 27645 FUNDED PARTNER DISTRIBUTION COLLINSVILLE CHILD CARE CENTER 901 ROUTE 10 WHIPPANY NJ 07981 221899892 501C(3) 18525 FUNDED PARTNER DISTRIBUTION COMMUNITY CHILDCARE SOLUTIONS 92 EAST MAIN STREET SUITE 304 SOMERVILLE NJ 08876 270649636 501C(3) 10000 FUNDED PARTNER DISTRIBUTION COMMUNITY PERSONNEL SERVICES 54 FAIRMOUNT AVE CHATHAM NJ 07928 223432673 501C(3) 5512 FUNDED PARTNER DISTRIBUTION CONNECTION FOR WOMEN AND FAMILIES 79 MAPLE STREET SUMMIT NJ 07901 221489919 501C(3) 6707 DONOR DESIGNATION COPE CENTER 14 BLOOMFIELD AVE MONTCLAIR NJ 07042 221968536 501C(3) 27300 FUNDED PARTNER DISTRIBUTION CORNERSTONE 62 ELM ST MORRISTOWN NJ 07960 221489900 501C(3) 180276 FUNDED PARTNER DISTRIBUTION DAWN CENTER FOR INDEPENDENT LIVING INC 30 BROAD ST UNIT 5 DENVILLE NJ 07834 223496995 501C(3) 42291 FUNDED PARTNER DISTRIBUTION DEIRDRE'S HOUSE 8 COURT ST MORRISTOWN NJ 07960 223308574 501C(3) 5900 FUNDED PARTNER DISTRIBUTION DOMESTIC ABUSE & SEXUAL ASSAULT CRISIS CENTER PO BOX 423 BELVIDERE NJ 07823 222357790 501C(3) 29162 FUNDED PARTNER DISTRIBUTION DOMESTIC ABUSE & SEXUAL ASSAULT INTERVENTION SERVICES PO BOX 805 NEWTON NJ 07860 222055702 501C(3) 7800 FUNDED PARTNER DISTRIBUTION DOVER CHILD CARE CENTER INC 50 N MORRIS ST DOVER NJ 07801 237032636 501C(3) 29529 FUNDED PARTNER DISTRIBUTION DOWN THE BLOCK PO BOX 7 SHORT HILLS NJ 07078 300526365 501C(3) 8986 FUNDED PARTNER DISTRIBUTION DRESS FOR SUCCESS 25 COOK AVE MADISON NJ 07940 223661183 501C(3) 8880 FUNDED PARTNER DISTRIBUTION EDEN AUTISM SERVICES 2 MERWICK ROAD PRINCETON NJ 08540 222069597 501C(3) 5683 DONOR DESIGNATION EL PRIMER PASO 29 SEGUR ST DOVER NJ 07801 222124259 501C(3) 22092 FUNDED PARTNER DISTRIBUTION ELIJAH'S PROMISE 211 LIVINGSTON AVE NEW BRUNSWICK NJ 08901 223055539 501C(3) 14548 FUNDED PARTNER DISTRIBUTION EMPLOYMENT HORIZONS 10 RIDGEDALE AVE CEDAR KNOLLS NJ 07927 221612741 501C(3) 12675 FUNDED PARTNER DISTRIBUTION EMPOWER SOMERSET 34 W MAIN STREET SUITE 307 SOMERVILLE NJ 08876 237364157 501C(3) 7312 FUNDED PARTNER DISTRIBUTION FAMILY AND COMMUNITY SERVICES OF SOMERSET COUNTY 339 WEST SECOND ST BOUND BROOK NJ 08805 221508565 501C(3) 22077 FUNDED PARTNER DISTRIBUTION FAMILY GUIDANCE CENTER OF WARREN COUNTY 492 ROUTE 57 WEST WASHINGTON NJ 07882 221622427 501C(3) 14668 FUNDED PARTNER DISTRIBUTION FAMILY PROMISE OF MORRIS COUNTY PO BOX 1494 MORRISTOWN NJ 07962 521572014 501C(3) 24643 FUNDED PARTNER DISTRIBUTION FAMILY PROMISE OF SUSSEX COUNTY PO BOX 154 NEWTON NJ 07860 223496775 501C(3) 14854 FUNDED PARTNER DISTRIBUTION FAMILY PROMISE OF WARREN COUNTY PO BOX 267 OXFORD NJ 07863 204557357 501C(3) 13650 FUNDED PARTNER DISTRIBUTION GIRL SCOUTS HEART OF NJ 1171 ROUTE 28 NORTH BRANCH NJ 08876 221638952 501C(3) 7505 FUNDED PARTNER DISTRIBUTION GIRL SCOUTS OF NORTHERN NEW JERSEY 95 NEWARK POMPTON TURNPIKE RIVERDALE NJ 07457 221512252 501C(3) 11982 FUNDED PARTNER DISTRIBUTION GREATER MORRISTOWN YMCA 79 HORSE HILL ROAD CEDAR KNOLLS NJ 07927 221487618 501C(3) 21450 FUNDED PARTNER DISTRIBUTION HEAD START 18 THOMPSON AVE DOVER NJ 07801 222507286 501C(3) 73135 FUNDED PARTNER DISTRIBUTION HOMECORP 1 WOODLAND AVE MONTCLAIR NJ 07042 222904529 501C(3) 14625 FUNDED PARTNER DISTRIBUTION HOMELESS SOLUTIONS 6 DUMONT PLACE 3RD FLR MORRISTOWN NJ 07801 222491675 501C(3) 40720 FUNDED PARTNER DISTRIBUTION HOUSE OF RUTH INC PO BOX 459 CLAREMONT CA 91711 953276033 501C(3) 7012 DONOR DESIGNATION HOUSING PARTNERSHIP FOR MORRIS COUNTY 2 EAST BLACKWELL ST SUITE 12 DOVER NJ 07801 223194848 501C(3) 7800 FUNDED PARTNER DISTRIBUTION HUMAN NEEDS FOOD PANTRY 9 LABEL STREET MONTCLAIR NJ 07042 223057065 501C(3) 7546 DONOR DESIGNATION INTERFAITH FOOD PANTRY 2 EXECUTIVE DRIVE MORRIS PLAINS NJ 07950 223618468 501C(3) 5785 DONOR DESIGNATION INTERFAITH HOSPITALITY NETWORK OF SOMERSET COUNTY 98 WEST END AVE SOMERVILLE NJ 08876 521752472 501C(3) 57821 FUNDED PARTNER DISTRIBUTION INTERFAITH HOSPITALITY OF ESSEX COUNTY 46 PARK ST MONTCLAIR NJ 07042 222841105 501C(3) 12187 FUNDED PARTNER DISTRIBUTION JEFFERSON CHILD CARE PO BOX 527 NOLANS POINT ROAD LAKE HOPATCONG NJ 07849 222047663 501C(3) 21450 FUNDED PARTNER DISTRIBUTION JERSEY BATTERED WOMENS SERVICE PO BOX 1437 MORRISTOWN NJ 07960 222170048 501C(3) 51620 FUNDED PARTNER DISTRIBUTION JEWISH FAMILY SERVICE OF METROWEST 256 COLUMBIA TURNPIKE SUITE 105 FLORHAM PARK NJ 07932 221687995 501C(3) 39976 FUNDED PARTNER DISTRIBUTION JEWISH FAMILY SERVICE OF SOMERSET HUNTERDON AND WARREN 150A WEST HIGH STREET SOMERVILLE NJ 08776 222306902 501C(3) 20591 FUNDED PARTNER DISTRIBUTION JEWISH VOCATIONAL SCHOOL OF METRO WEST 111 PROSPECT EAST ORANGE NJ 07017 221487229 501C(3) 10725 DONOR DESIGNATION LEGAL SERVICES OF NORTHWEST JERSEY 34 WEST MAIN ST SUITE 301 SOMERVILLE NJ 08876 222092489 501C(3) 112519 FUNDED PARTNER DISTRIBUTION LITERACY VOLUNTEERS OF MORRIS COUNTY 10 PINE ST MORRISTON NJ 07960 222815591 501C(3) 16169 FUNDED PARTNER DISTRIBUTION MADISON AREA YMCA 111 KINGS ROAD MADISON NJ 07940 221487385 501C(3) 15965 FUNDED PARTNER DISTRIBUTION MARTIN LUTHER KING YOUTH CENTER 1298 PRINCE ROGERS AVE BRIDGEWATER NJ 08807 222043677 501C(3) 25875 FUNDED PARTNER DISTRIBUTION MATHENY SCHOOL AND HOSPITAL PO BOX 339 PEAPACK NJ 07977 221482276 501C(3) 5029 DONOR DESIGNATION MENTAL HEALTH ASSOCIATION OF ESSEX COUNTY INC 33 SOUTH FULLERTON AVE MONTCLAIR NJ 07042 221568147 501C(3) 36927 FUNDED PARTNER DISTRIBUTION MENTAL HEALTH ASSOCIATION OF MORRIS COUNTY 100 ROUTE 46 EAST BLDG C MOUNTAIN LAKES NJ 07046 221544375 501C(3) 20999 FUNDED PARTNER DISTRIBUTION METROPOLITAN YMCA OF THE ORANGES 139 EAST MCCLELLAN AVENUE LIVINGSTON NJ 07039 221487387 501C(3) 18918 DONOR DESIGNATION MIDDLE EARTH PO BOX 8045 BRIDGEWATER NJ 08807 221976521 501C(3) 95864 FUNDED PARTNER DISTRIBUTION MIDLAND SCHOOL PO BOX 5026 NORTH BRANCH NJ 08876 221666121 501C(3) 17466 DONOR DESIGNATION MONTCLAIR CHILD DEVELOPMENT CENTER 33 FULTON STREET MONTCLAIR NJ 07043 221893046 501C(3) 12100 DONOR DESIGNATION MONTCLAIR EARLY CHILDHOOD CORPORATION 49 ORANGE ROAD MONTCLAIR NJ 07042 223525184 501C(3) 29250 FUNDED PARTNER DISTRIBUTION MORRIS COUNTY ORGANIZATION FOR HISPANIC AFFAIRS 95-97 BASSETT HIGHWAY DOVER NJ 07801 222137333 501C(3) 18135 FUNDED PARTNER DISTRIBUTION MORRIS COUNTY PREVENTION IS KEY 25 WEST MAIN STREET SUITE A ROCKAWAY NJ 07866 222942371 501C(3) 9750 FUNDED PARTNER DISTRIBUTION MORRISTOWN NEIGHBORHOOD HOUSE 12 FLAGLER ST MORRISTOWN NJ 07960 221487584 501C(3) 81068 FUNDED PARTNER DISTRIBUTION MORRISTOWN UNITARIAN FELLOWSHIP 21 NORMANDY HEIGHTS ROAD MORRISTOWN NJ 07960 222175295 501C(3) 8177 DONOR DESIGNATION MOUNT OLIVE CHILD CARE 150 WOLFE ROAD BUDD LAKE NJ 07828 222157202 501C(3) 39421 FUNDED PARTNER DISTRIBUTION NEIGHBORHOOD ASSOCIATION OF MILLBURN 12 TAYLOR STREET MILLBURN NJ 07041 226002083 501C(3) 9186 FUNDED PARTNER DISTRIBUTION NEWBRIDGE SERVICES PO BOX 336 POMPTON PLAINS NJ 07444 221725830 501C(3) 43400 FUNDED PARTNER DISTRIBUTION NEW HAVEN READS 45 BRISTOL STREET NEW HAVEN CT 06511 760807330 501C(3) 10000 DONOR DESIGNATION NJ211 PARTNERSHIP 114 ALGONQUIN PARKWAY WHIPPANY NJ 07981 223338917 501C(3) 140030 FUNDED PARTNER DISTRIBUTION NORWESCAP 350 MARSHALL ST PHILLIPSBURG NJ 08865 221777156 501C(3) 134539 FUNDED PARTNER DISTRIBUTION NORWESCAP VITA 53 STICKLE AVE ROCKAWAY NJ 07866 222938952 501C(3) 15000 FUNDED PARTNER DISTRIBUTION OPPORTUNITY PROJECT 60 E WILLOW STREET MILLBURN NJ 07041 223342203 501C(3) 28100 FUNDED PARTNER DISTRIBUTION OUR LADY OF LOURDES 390 COUNTY ROAD 523 WHITEHOUSE STN NJ 08889 510229400 501C(3) 15000 DONOR DESIGNATION PARSIPPANY CHILD DAY CARE CENTER 300 BALDWIN ROAD PARSIPPANY NJ 07054 221864906 501C(3) 18725 FUNDED PARTNER DISTRIBUTION PARTNERS FOR WOMEN AND JUSTICE 60 SOUTH FULLERTON AVE SUITE 211 MONTCLAIR NJ 07042 223825867 501C(3) 14625 FUNDED PARTNER DISTRIBUTION PEOPLE HELP OF SUSSEX COUNTY PO BOX 202 SPARTA NJ 07871 222388699 501C(3) 10969 FUNDED PARTNER DISTRIBUTION PROJECT SELF SUFFICIENCY 127 MILL STREET NEWTON NJ 07860 222727412 501C(3) 14668 FUNDED PARTNER DISTRIBUTION RACHEL COALITION 256 COLUMBIA TURNPIKE SUITE 105 FLORHAM PARK NJ 07932 800100466 501C(3) 8625 DONOR DESIGNATION RAINBOW CHILD CARE CENTER & PRESCHOOL 144 EAGLE ROCK AVE ROSELAND NJ 07068 221593532 501C(3) 15000 DONOR DESIGNATION RARITAN VALLEY COMMUNITY COLLEGE PO BOX 3300 SOMERVILLE NJ 08876 237138731 501C(3) 6749 DONOR DESIGNATION RIDEWISE 360 GROVE STREET BRIDGEWATER NJ 08807 222998959 501C(3) 12187 FUNDED PARTNER DISTRIBUTION RONALD MCDONALD HOUSE OF LONG BRANCH NJ 131 BATH AVENUE LONG BRANCH NJ 07740 222715544 501C(3) 16559 DONOR DESIGNATION ROOTS AND WINGS 75 BLOOMFIELD AVE SUITE 303 DENVILLE NJ 07834 223683539 501C(3) 9750 FUNDED PARTNER DISTRIBUTION ROXBURY DAY CARE CENTER 25 RIGHTER ROAD SUCCASUNNA NJ 07876 221981901 501C(3) 14625 FUNDED PARTNER DISTRIBUTION SAGE ELDERCARE 290 BROAD STREET SUMMIT NJ 07901 221657929 501C(3) 8943 FUNDED PARTNER DISTRIBUTION SALVATION ARMY 13 TRINITY PLACE MONTCLAIR NJ 07042 135562351 501C(3) 14756 FUNDED PARTNER DISTRIBUTION SAMARITAN INN 48 WYKER ROAD FRANKLIN NJ 07416 222332307 501C(3) 48581 FUNDED PARTNER DISTRIBUTION SAVE THE CHILDREN 54 WILTON ROAD WESTPORT CT 06880 060726487 501C(3) 15685 DONOR DESIGNATION SCARC GUARDIAN SERVICES INC 10 US ROUTE 206 SUITE 100 AUGUSTA NJ 07822 221775304 501C(3) 27279 FUNDED PARTNER DISTRIBUTION SNEAKERS 375 MILLBURN AVENUE MILLBURN NJ 07041 226002083 501C(3) 7500 DONOR DESIGNATION SOMERSET COMMUNITY ACTION PROGRAM 900 HAMILTON STREET SOMERSET NJ 08873 226075617 501C(3) 9750 FUNDED PARTNER DISTRIBUTION SOMERSET TREATMENT SERVICES 118 WEST END AVE SOMERVILLE NJ 08876 222526128 501C(3) 57225 FUNDED PARTNER DISTRIBUTION THE LEARNING GATE ASSOCIATION INC 816 OLD YORK ROAD RARITAN NJ 08869 226093681 501C(3) 48750 FUNDED PARTNER DISTRIBUTION TONI'S KITCHEN AT ST LUKE CHURCH 73 SOUTH FULLERTON AVE MONTCLAIR NJ 07042 311629166 501C(3) 19500 DONOR DESIGNATION UNITED WAY OF BERGEN COUNTY 6 FOREST AVENUE PARAMUS NJ 07652 226028959 501C(3) 5982 DONOR DESIGNATION UNITED WAY OF HUNTERDON COUNTY 4 WALTER FORAN BLVD FLEMINGTON NJ 08822 222431065 501C(3) 9719 DONOR DESIGNATION UNITED WAY OF MONMOUTH COUNTY 1415 WYCKOFF FARMINGDALE NJ 07727 221828435 501C(3) 167410 DONOR DESIGNATION UNITED WAY OF NEW YORK CITY 2 PARK AVE NEW YORK NY 10016 132617681 501C(3) 8319 DONOR DESIGNATION UNITED WAY OF THE OZARKS 320 N JEFFERSON AVE SPRINGFIELD MO 65806 440552047 501C(3) 11693 DONOR DESIGNATION UNTED WAY OF GREATER LEHIGH VALLEY 1110 AMERICAN PARKWAY NE ALLENTOWN PA 18109 232657933 501C(3) 7425 DONOR DESIGNATION VERONA LIONS CLUB PO BOX 389 VERONA NJ 07044 223659945 501C(3) 20000 FUNDED PARTNER DISTRIBUTION VISITING HOMEMAKER SERVICE OF WARREN COUNTY INC PO BOX 306 WASHINGTON NJ 07882 221808699 501C(3) 17063 FUNDED PARTNER DISTRIBUTION VISITING NURSE ASSN OF NORTHERN NEW JERSEY 38 ELM ST MORRISTOWN NJ 07960 221487368 501C(3) 43756 FUNDED PARTNER DISTRIBUTION VNA OF SOMERSET HILLS 200 MT AIRY BASKING RIDGE NJ 07920 222888648 501C(3) 24965 FUNDED PARTNER DISTRIBUTION WEST SIDE CHILD CARE CENTER 16 MAXIM DRIVE HOPATCONG NJ 07843 221971226 501C(3) 8000 DONOR DESIGNATION WOMEN'S HEALTH AND COUNSELING CENTER 71 FOURTH ST SOMERVILLE NJ 08876 222389503 501C(3) 12250 FUNDED PARTNER DISTRIBUTION YMCA OF SOMERSET VALLEY 2 GREEN STREET SOMERVILLE NJ 08876 221537698 501C(3) 19500 FUNDED PARTNER DISTRIBUTION ZUFALL HEALTH CENTER 18 W BLACKWELL DOVER NJ 07801 223125397 501C(3) 38555 FUNDED PARTNER DISTRIBUTION SCHEDULE I, PAGE 1, PART II UNITED WAY OF NORTHERN NEW JERSEY MANAGES CAMPAIGNS FOR CORPORATIONS WHO CHOSE TO DISTRIBUTE MONIES RAISED FOR CHARITABLE PURPOSES DIRECTLY TO THE RECIPIENT ORGANIZATIONS. FOR THE FISCAL YEAR ENDING JUNE 30, 2015, APPROXIMATELY $5MM WAS DISTRIBUTED DIRECTLY. THE ORGANIZATION HAS NOT BEEN PROVIDED WITH THE DETAIL OF THE DONATIONS PAID DIRECTLY TO THE RECIPIENT DUE TO DONATION PRIVACY LAWS. X X X X 0 0 0 0 0 0 0 0 0 JOHN B FRANKLIN CEO 191748 0 0 0 0 0 19175 0 7463 0 218386 0 0 0 X HOLIDAY GIFTS 1000 151903 FMV X SCHOOL SUPPLIES 200 114321 FMV 0 0 0 PART I, COLUMN (B): THE STUFF THE BUS PROGRAM RUNS FROM JULY THROUGH SEPTEMBER AND INVOLVES THE COLLECTION OF SCHOOL SUPPLIES. THE ORGANIZATION RECEIVES REQUESTS FROM SOCIAL SERVICES FOR SCHOOL SUPPLIES. THE SUPPLIES ARE COLLECTED AT VARIOUS LOCATIONS AND BROUGHT TO A CENTRAL LOCATION FOR PROCESSING. THE SUPPLIES ARE COUNTED, VALUED AND THEN MATCHED UP WITH THE REQUESTS RECEIVED. THE GIFTS OF THE SEASON PROGRAM RUNS IN THE MONTH OF DECEMBER AND INVOLVES THE COLLECTION OF HOLIDAY GIFTS. THE ORGANIZATION RECEIVES REQUESTS FROM SOCIAL SERVICES FOR HOLIDAY GIFTS. THIS LIST IS COMPILED AND INDIVDUAL TAGS/ REQUESTS ARE PROVIDED TO DONORS. THE DONOR PURCHASES THE REQUESTED GIFTS AND RETURNS THE GIFT WITH THE TAG TO THE ORGANIZATION FOR PROCESSING. FOR ALL DONATIONS RECEIVED, THE ORGANIZATION ALLOWS THE DONOR TO PROVIDE THE VALUE OF THE ITEM DONATED. IF THE DONOR DOES NOT PROVIDE THE PURCHASE PRICE, THE ORGANIZATION USES ITS JUDGEMENT IN DETERMINING VALUE. THE ORGANIZATION MAINTAINS A MASTER LIST OF ALL DONATIONS FULFILLED BY THE ORGANIZATION, RESULTING IN THE GIFTS IN KIND BALANCE. NO DONATION IN KIND LETTERS ARE ISSUED TO DONORS. SAXBST REVIEWED THE SUB-LEDGERS DETAILING ALL THE GIFTS IN KIND TRANSACTIONS AND AGREED THE BALANCE OF THE SUB-LEDGERS TO THE TRIAL BALANCE, WITHOUT EXCEPTION. IN ADDITION, SAXBST REVIEWED THE SUB-LEDGERS NOTING THAT THE ORGANIZATION IS PROPERLY FILLING OUT ALL APPLICABLE INFORMATION FOR EACH DONATION. OVERALL THE BALANCE OF THE REVENUE NETS AGAINST THE BALANCE IN THE EXPENSE ON THE YEAR ENDED JUNE 30, 2015 FINANCIAL STATEMENT (NO EFFECT ON BOTTOM LINE). SAXBST ALSO NOTED THE BALANCE OF THE GIFTS IN KIND ACCOUNTS ARE RELATIVELY CONSISTENT YEAR OVER YEAR. NO ADDITIONAL AUDITING PROCEDURES ARE DEEMED NECESSARY ON THIS BALANCE. FORM 990, PART VI, SECTION B, LINE 11 REVIEWED BY THE AUDIT AND FINANCIAL POLICIES COMMITTEE, WHICH IS COMPRISED OF BOARD MEMBERS AND COMMUNITY VOLUNTEERS. THE DRAFT FORM 990 IS CIRCULATED VIA E-MAIL TO THE AUDIT AND FINANCIAL POLICIES COMMITTEE FOR REVIEW, WHERE FORM 990 IS FINALIZED, SIGNED AND FILED WITH THE IRS. AFTER FILING, THE 990 IS MADE AVAILABLE TO THE BOARD AND THE PUBLIC TO VIEW. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL BOARD MEMBERS AND EMPLOYEES ARE REQUIRED TO REVIEW AND SIGN THE CODE OF ETHICS AND CONFLICT OF INTEREST POLICY. THIS COMPREHENSIVE DOCUMENT OUTLINES ALL PARAMETERS UNDER WHICH BOARD MEMBERS SHOULD ACT. IT IS INTENDED TO SERVE THE BEST INTERESTS OF THE ORGANIZATION. IN ADDITION TO THE SELF-GOVERNING PURPOSE OF THE DOCUMENT, MATTERS WHICH COME TO THE ATTENTION OF THE BOARD OR MANAGEMENT AT UNITED WAY OF NORTHERN NEW JERSEY THAT MAY BE IN CONFLICT WITH THE GUIDING PRINCIPLES ARE REVIEWED AND DISCUSSED AT GOVERNANCE COMMITTEE TO DETERMINE WHETHER FURTHER ACTION NEEDS TO BE TAKEN. FORM 990, PART VI, SECTION B, LINE 15 ON AN ANNUAL BASIS, THE CEO EVALUATION AND COMPENSATION COMMITTEE CONDUCTS A PERFORMANCE REVIEW OF THE CEO. THE CEO EVALUATION AND COMPENSATION COMMITTEE IS CHARGED WITH REVIEWING PERFORMANCE AGAINST DESIRED METRICS, DISCUSSING THE RESULTS WITH THE CEO AND REPORTING THE RESULTS TO THE BOARD. IF AN INCREASE IN COMPENSATION IS WARRANTED, THE CEO EVALUATION AND COMPENSATION COMMITTEE REVIEWS COMPARABLE DATA FROM OTHER SIMILAR SCOPED NON PROFIT ORGANIZATIONS AS WELL AS DATA FROM NATIONAL LABOR DATABASES. THE INCREASE IN COMPENSATION IS PROPOSED AND APPROVED AT BOARD LEVEL. DOCUMENTATION OF THE PROCESS IS MAINTAINED IN THE HR FILES. ON AN ANNUAL BASIS, ALL STAFF, INCLUDING SENIOR AND KEY STAFF, UNDERGO A PERFORMANCE REVIEW BY THE CEO AND WHERE APPROPRIATE, COMMITTEE MEMBERS. THEIR PERFORMANCE IS MEASURED AGAINST DESIRED OUTCOMES, RESULTS ARE DISCUSSED WITH THEM. IF AN INCREASE IN COMPENSATION IS WARRANTED, THE CEO WILL REVIEW DATA FROM COMPARABLE NON PROFIT ORGANIZATIONS AS WELL AS DATA FROM NATIONAL LABOR DATABASES. THE INCREASE IN COMPENSATION IS APPROVED BY THE CEO. DOCUMENTATION OF THE PROCESS IS MAINTAINED IN THE HR FILES. FORM 990, PART VI, SECTION C, LINE 19 THE INFORMATION IS AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: ALLOWANCE FOR UNCOLLECTABLES -78,213. FORM 990 PAGE 12 PART XII LINE 2C THE ORGANIZATION HAS AN AUDIT AND FINANCE COMMITTEE WHICH IS A SUBCOMMITTEE OF THE BOARD. IT IS RESPONSIBLE FOR THE REVIEW OF THE FINANCIAL STATEMENTS AND 990 RETURN.