2015-02-24T13:36:15-06:00 2014-08-31 223299874 BEDARD KUROWICKI & CO CPA'S PC 114 BROAD STREET FLEMINGTON NJ 08822 990 2013-09-01 222431065 UNITED WAY OF HUNTERDON COUNTY UNIT 9087823414 4 WALTER FORAN BLVD NO 401 FLEMINGTON NJ 08822 MARIA B DUNCAN CEO 9087823414 2015-02-19 1 JOSEPH M CARDUCCI P00626953 9087827900 2013 2016-02-25 16:41:14Z MARIA B DUNCAN 4 WALTER FORAN BLVD FLEMINGTON NJ 08822 1389597 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. 24 23 8 1148 0 0 1287904 1322834 0 0 45662 59447 0 7316 1333566 1389597 696644 626596 0 0 408582 406550 0 0 80855 196889 238435 1302115 1271581 31451 118016 2684002 3159031 561080 850898 2122922 2308133 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 PROGRAMS ALIGNED WITH THE OBJECTIVES UNDER THE ORGANIZATION'S THREE AREAS OF FOCUS - INCOME (FINANCIAL STABILITY), HEALTH AND EDUCATION. THE FINAL PORTFOLIO COMPRISES AN ARRAY OF 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 2013-14. CHANGE IS HAPPENING! 0 0 598641 392252 FINANCIAL STABILITY - UNITED WAY OF HUNTERDON COUNTY'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. TWO PROGRAMS UNDERWAY ARE CERTIFIED FINANCIAL COACHING AND THE GETTING THERE TRANSPORTATION GRANT MATCHING PROGRAM. THESE PROGRAMS WILL BECOME PART OF FSP'S LARGER HUNTERDON THRIVE INITIATIVE THAT WILL PROVIDE DATA MEASURING AGAINST THE COMMUNITY GOAL OF 10 BY 20.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. A SINGLE SETBACK FOR ALICE COULD TIP THE BALANCE AND BEGIN A SLIDE INTO POVERTY THAT WILL COME AT A HUGE COST TO ALICE, OUR SOCIAL SERVICE RESOURCES AND ULTIMATELY TO OUR COMMUNITY. THE ECONOMY MAY BE STABILIZING; HOWEVER THE MEDIAN HOUSEHOLD INCOME IN HUNTERDON CONTINUES TO FALL. PROGRAMS AND INITIATIVES THAT LEAD HOUSEHOLDS TO FINANCIAL STABILITY AND POSITIVELY IMPACT OUR ECONOMIC DEVELOPMENT CONTINUE TO BE VITAL SINCE NEW JERSEY LAGS BEHIND THE NATION IN ECONOMIC RECOVERY FROM THE GREAT RECESSION.OUTCOMES OF THE KEY INITIATIVES SUPPORTED THROUGH GRANTS AND THE GENEROSITY OF OUR DONOR-INVESTORS HELPING US REACH OUR COMMUNITY GOAL: THE VOLUNTEER INCOME TAX ASSISTANT (VITA) PROGRAM OFFERS FREE TAX PREPARATION BY 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. IN 2013, THE VITA SITE GENERATED MORE THAN $1.24 MILLION IN INCOME TAX REFUNDS AND CREDITS FOR MORE THAN 1,000 INDIVIDUALS WITH THE HELP OF 35-PLUS VOLUNTEERS. ADDITIONALLY, CLIENTS SAVED AN ESTIMATED $198,400 IN TAX PREPARATION FEES. THE AVERAGE REFUND AMOUNT WAS $1,100 RAISING CLIENTS ADJUSTED GROSS INCOME BY NEARLY 10%. 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 2013 HOLIDAY SEASON OUR 121 VOLUNTEERS SERVED MORE THAN 2200 HUNTERDON COUNTY RESIDENTS; 257 COMPANIES/ ORGANIZATIONS AND INDIVIDUALS PARTICIPATED AND APPROXIMATELY $169,000 IN IN-KIND VALUE WAS DONATED. THE ANTICIPATED NUMBER OF CLIENTS SERVED FOR 2014 IS EXPECTED TO INCREASE.DONORS' FINANCIAL INVESTMENTS IN UNITED WAY ALSO ASSISTED IN PROVIDING FINANCIAL EDUCATION AND INCOME SUPPORTS FOR MORE THAN 800 FAMILIES AND INDIVIDUALS, INCLUDING ACCESS TO AFFORDABLE CHILD CARE, SHELTER, FOOD, LEGAL SERVICES, JOB TRAINING AND SERVICES FOR VICTIMS OF DOMESTIC VIOLENCE.PLANS FOR THE COMING YEAR: ACCORDING TO THE U.S. CENSUS, APPROXIMATELY 77% OF HOMEOWNERS AND 53% OF RENTERS IN HUNTERDON COUNTY SPEND 30% OR MORE OF HOUSEHOLD INCOME ON HOUSING, WHICH POSES A SIGNIFICANT BURDEN FOR ALICE FAMILIES FACED WITH A COST OF LIVING HIGHER THAN IN OTHER PARTS OF THE STATE. HOUSING AFFORDABILITY WAS A MAJOR CONCERN HIGHLIGHTED DURING COMMUNITY CONVERSATIONS IN 2012. IN RESPONSE THE HUNTERDON HOUSING ALLIANCE WAS RE-ENERGIZED AND A CROSS-SECTOR OF EXPERTS WERE BROUGHT TOGETHER TO EXPLORE HOUSING ISSUES AND IDENTIFY NEEDS IN HUNTERDON COUNTY. THE OUTCOMES OF THIS DISCUSSION WERE PUBLISHED IN 2014 AND DISSEMINATED THROUGHOUT THE COUNTY.IN ADDITION, UNDER THE HUNTERDON THRIVE INITIATIVE, FINANCIAL EDUCATION AND COACHING PROGRAMS WILL BE EXPANDED TO HAVE A BROADER REACH IN THE COMMUNITY. 152358 70168 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 10 YEARS THIS PROGRAM HAS ALLOWED FAMILIES TO REDIRECT INCOME FOR OTHER NECESSITIES. THE TOOLS FOR SCHOOL PROGRAM ASSISTS 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 2013 SCHOOL YEAR UWHC AND 210 VOLUNTEERS SERVED OVER 1300 STUDENTS, ENGAGED 89 COMPANIES/ORGANIZATIONS AND 1159 INDIVIDUALS IN THESE EFFORTS. THE PROGRAM SAVED FAMILIES OVER $45,000 IN SCHOOL SUPPLIES. ADDITIONALLY, UNITED WAY RAN ITS FIRST KIDS CUT-A-THON AND VOLUNTEERS PRODUCED A VIDEO PUBLIC SERVICE ANNOUNCEMENT TO RAISE PROGRAM AWARENESS. YOUTH 4 UNITED WAY - A UNIQUE 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. VOLUNTEER AND MENTOR READINESS 101 - THE ONLY CERTIFICATION PROGRAM OF ITS KIND OFFERED IN HUNTERDON COUNTY, VOLUNTEER AND MENTOR READINESS 101 OUTLINES THE ESSENTIAL ROLES AND RESPONSIBILITIES EXPECTED OF VOLUNTEERS AND PROVIDES THEM WITH KNOWLEDGE TO BE BETTER PREPARED FOR VOLUNTEER ROLES THROUGHOUT THE COMMUNITY.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. 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. 192274 97618 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, ESPECIALLY WITHIN FINANCIALLY UNSTABLE AND UNINSURED SEGMENTS OF OUR POPULATION. YOU'VE MET HAROLD, ANOTHER MEMBER OF THE UNITED WAY OF HUNTERDON COUNTY FAMILY. HAROLD - HEALTH AT RISK, OVERWHELMED, LIFESTYLE DILEMMAS. HAROLD IS HEALTH AT RISK FOR A VARIETY OF REASONS INCLUDING BEING UNDERINSURED OR UN-INSURED, MAY HAVE A PREDISPOSITION TO CHRONIC PHYSICAL OR MENTAL ILLNESS BECAUSE OF FAMILY HISTORY OR BEHAVIOR. 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 LIMITED BUDGET, LACK OF AWARENESS, LEADING TO POOR CHOICES AND/OR DECISIONS AND POOR NUTRITION. AND IT IS IMPORTANT TO REMEMBER AS THE WORLD HEALTH ORGANIZATION STATES "HEALTH IS A STATE OF COMPLETE PHYSICAL, MENTAL AND SOCIAL WELL-BEING AND NOT MERELY THE ABSENCE OF DISEASE OR INFIRMITY." WHEN HAROLD IS A CAREGIVER, HIS OVERALL WELL-BEING IS PUT UNDER GREATER STRAIN. AND IF HAROLD IS LIVING IN AN UNSAFE OR UNHEALTHY ENVIRONMENT, HIS HEALTH WILL BE NEGATIVELY IMPACTED. THE OVERALL HEALTH OF OUR COMMUNITY IS A FACTOR IN DETERMINING THE STRENGTH OF OUR COMMUNITY AND THEREFORE AN IMPORTANT STRATEGIC AREA OF FOCUS FOR UNITED WAY OF HUNTERDON COUNTY.CURRENT INITIATIVES: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 $1200. MORE THAN 49,900 DIAPERS WERE COLLECTED AND DISTRIBUTED TO FAMILIES AND INDIVIDUALS IN 2013. 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 1149 OF OUR SENIORS AND OTHERS TO AGE IN PLACE AND LIVE INDEPENDENTLY AND TO REINFORCE HEALTHY BEHAVIORS. THE NUMBER OF PEOPLE HELPED HAS INCREASED ALMOST 50%. FUNDED PROGRAMS INCLUDE: MEDICATION ACCESS PROGRAM, RESPITE, SENIOR CARE, HOME SHARING, MEALS FOR HOMEBOUND SENIORS AND HEALTH AND SAFETY EDUCATION. IN AN EFFORT TO BETTER MEET THE NEEDS OF HAROLD, UNITED WAY OF HUNTERDON COUNTY IS FOCUSED ON OBTAINING PROGRAM GRANTS AIMED AT DECREASING HEALTH DISPARITIES WITHIN THE LATINO COMMUNITY. TO THAT END, WE HAVE PARTNERED WITH THE HUNTERDON HEALTHCARE SYSTEM, THE YMCA OF HUNTERDON COUNTY, AND SHOPRITE OF HUNTERDON TO LAUNCH TIRO - TECHNICAL INTERVENTIONS FOR THE REDUCTION OF OBESITY PROGRAM. THE TIRO PROGRAM CURRICULUM PROVIDES 9-WEEK FAITHFUL FAMILIES SESSIONS, DEVELOPED BY THE UNIVERSITY OF NORTH CAROLINA, AT FLEMINGTON BAPTIST CHURCH AND TIR CHURCHES. THE CURRICULUM INCLUDES NUTRITION EDUCATION CLASSES, HEALTHY COOKING DEMONSTRATIONS, PHYSICAL ACTIVITY CLASSES, AND HEALTH LITERACY EDUCATION. THE INITIAL PILOT PROGRAM WAS SUCCESSFULLY LAUNCHED IN TWO LOCATIONS AND RAISED AWARENESS FOR FORTY ADULT PARTICIPANTS WHO WERE ALSO PROVIDED CONNECTIONS TO HEALTH AND OTHER SUPPORTIVE SERVICES AVAILABLE TO THEM. PARTNERED, OUR ORGANIZATION IS STRIVING TO PROVIDE COMPLEMENTARY SUPPORTIVE SERVICES FOR THE LATINO POPULATION OF HUNTERDON COUNTY.PLANS FOR THE COMING YEAR:THE GOALS FOR TIRO ARE TO EXPAND THE NUMBER OF SITES TO FOUR, INCREASE THE NUMBER OF PARTICIPANTS AND DEVELOP A SIMILAR CURRICULUM FOR CHILDREN. THE TIRO PROGRAM IS SLATED TO COMMENCE IN THE FALL OF 2014 AND BE COMPLETED BY JUNE 30TH OF 2015.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. 72696 66558 COMMUNITY SUPPORT SERVICESEVERY COMMUNITY HAS UNIQUE NEEDS, AND UNITED WAY MAKES IT OUR MISSION TO UNDERSTAND AND RESPOND TO THOSE NEEDS. 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 - THERE ARE A NUMBER OF STRONG ORGANIZATIONS AND AGENCIES IN HUNTERDON COUNTY AND THROUGHOUT NEW JERSEY WHO ARE THERE TO HELP, BUT 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 2-1-1 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.DONORS' INVESTMENTS IN UNITED WAY OF HUNTERDON COUNTY ASSISTED MORE THAN 700 INDIVIDUALS GAIN AWARENESS OF AND ACCESS TO CRITICAL COMMUNITY RESOURCES. PROGRAMS FUNDED INCLUDE EMERGENCY SERVICES, MEDICATION ACCESS AND HEALTHY EATING PROGRAMS.PLANS FOR THE COMING YEAR: UNITED WAY OF HUNTERDON COUNTY RECOGNIZES THAT IF NOT FOR THE ENGAGEMENT OF OUR COMMUNITY MEMBERS AND ITS STRONG VOLUNTEER SUPPORT THESE EFFORTS WOULD NOT BE REALIZED. UNITED WAY OF HUNTERDON COUNTY RECEIVED DONATED SERVICES THIS PAST YEAR FROM 1148 VOLUNTEERS. THE TOTAL DONATED HOURS WERE 13644. AND SO TO THAT END UWHC HAS INVESTED IN A COMMUNITY 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. IT IS MORE THAN A PLACE WHERE THINGS GET DONE. IT IS A PLACE WHERE THINGS GET CHANGED. 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. A COMMUNITY VOLUNTEER CENTER WILL PROVIDE AN INFRASTRUCTURE FOR SUSTAINED VOLUNTEERISM AS WELL AS ALLOW FOR PROGRAMS LIKE THE VOLUNTEER INCOME TAX ASSISTANCE (VITA), WHICH BROUGHT BACK $1 MILLION IN TAX CREDITS AND RETURNS TO OUR COMMUNITY, TO CONTINUE TO THRIVE. IT WILL ALSO ALLOW A PLACE FOR FOLKS TO COME TOGETHER TO ENGAGE IN LONG TERM RECOVERY EFFORTS AFTER ANY DISASTER. 72696 66558 1015969 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 5 0 8 1 0 0 0 0 0 0 0 0 0 0 X 24 23 0 0 1 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 BLV NO 401 FLEMINGTON NJ 08822 KATHY CLOSS BOARD MEMBER 1.00 X 0 0 0 ROB A CRANE JR 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 IVY E LATIMER BOARD MEMBER 1.00 X 0 0 0 MICHAEL MATTURRO BOARD MEMBER 1.00 X 0 0 0 ANN MCCRYSTAL 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 ROBERT RANDO BOARD MEMBER 1.00 X 0 0 0 MANUEL RODRIGUEZ BOARD MEMBER 1.00 X 0 0 0 GEORGE ROKSVAAG BOARD MEMBER 1.00 X 0 0 0 HAEKYOUNG SUH BOARD MEMBER 1.00 X 0 0 0 BARRY GOODMAN ESQ LEGAL COUNSEL 1.00 X 0 0 0 TIMOTHY A BARCKHOLTZ VICE PRESIDENT 1.00 X 0 0 0 JOSEPH DEPINTO PRESIDENT 1.00 X 0 0 0 PAUL D JOHNSON FINANCE COMMITTEE CHAIR 1.00 X 0 0 0 CHARLES G KOLLER GOVERNANCE COMMITTEE CHAIR 1.00 X 0 0 0 MICHAEL A MEYER VICE PRESIDENT 1.00 X 0 0 0 MARY ROSE NGUYEN SECRETARY 1.00 X 0 0 0 MICHAEL D YOUNG TREASURER/ FINANCE COMMITTEE CHAIR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 1322834 209622 1322834 14426 14426 45021 0 45021 45021 45021 7316 0 7316 7316 1389597 0 0 66763 626596 626596 102301 60358 27621 14322 214777 126718 57990 30069 13132 7747 3547 1838 48675 26523 15709 6443 27665 16724 6973 3968 14000 8260 1960 3780 34790 21830 8478 4482 8737 5028 2535 1174 17348 10437 4613 2298 9721 7875 1218 628 10350 6497 2568 1285 553 553 7198 3818 2339 1041 18485 10906 4991 2588 9472 5771 2449 1252 PRINTING 24849 19977 2542 2330 TELEPHONE 19841 13215 5343 1283 COMMUNITY PROGRAMS 19516 19516 SUPPLIES 16428 12592 3068 768 27147 5581 20260 1306 1271581 1015969 174757 80855 216295 231883 860706 864475 344332 292896 1947 8894 5140 910593 157209 381868 753384 0 923343 926351 31519 2684002 3159031 34325 37287 526755 523611 290000 561080 850898 X 2118881 2304092 4041 4041 2122922 2308133 2684002 3159031 118016 67195 0 X 0 1 X 1 0 X 1682004 2344478 1460320 974407 1322851 7784060 1682004 2344478 1460320 974407 1322851 7784060 7784060 27330 21635 29179 45662 14426 138232 16295 20553 245 7315 44408 7966700 306322 0.97710 0.96120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 923343 132189 120000 9181 926351 855195 97183 20000 9035 923343 778084 100032 15000 7921 855195 683195 102004 7115 778084 675409 14139 6352 683196 1.00000 0 0 97500 97500 756445 105529 650916 56648 51680 4968 753384 SHORT TERM INVESTMENTS 85935 F CORPORATE BONDS 50056 F MUTUAL FUNDS 137329 F DOMESTIC COMMON STOCK 519834 F EXCHANGE-TRADED FUNDS 133197 F 926351 1442792 67195 67195 1375597 14000 14000 1389597 1257581 0 1257581 14000 14000 1271581 PART XI, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSES PART XII, LINE 4B - OTHER ADJUSTMENTS: BAD DEBT EXPENSE 1 ANDERSON HOUSE INC 532 ROUTE 523 WHITEHOUSE NJ 08889 521786469 501 (C)(3) 55000 FMV PROVIDES SHORT TERM HOUSING, EDUCATION, AND SUPPORT FOR WOMEN WHO ARE RECOVERING FROM THE DISEASE OF ALCHOLISM AND OR DRUG ADDICTION. 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 DISABILITIES AND THEIR FAMILIES THROUGH FAMILY SUPPORT, RECREATION, DAY AND RESIDENTIAL PROGRAMS. 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 ASSISTANCE WITH HOUSING ACCESSIBILITY AND REHABILITATION. INSTITUTE FOR MEDICATION ACCESS & COMPLIANCE PO BOX 2156 FLEMINGTON NJ 08822 020564689 501 (C)(3) 12000 FMV PROVIDES ASSISTANCE WITH ACCESS TO MEDICATION. HUNTERDON HELPLINE INC 14 MINE STREET FLEMINGTON NJ 08822 222265896 501 (C)(3) 8228 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) 50033 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) 49500 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) 33000 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 PROVIDES SHELTER, CASE MANAGEMENT, COUNSELING TO HOMELESS FAMILIES, AND HOMELESS PREVENTION AND RAPID RE-HOUSING SERVICES TO ALL ELGIBLE RESIDENTS OF HUNTERDON COUNTY HOMESHARING 120 FINDERNE AVE BRIDGEWATER NJ 08807 222893508 501 (C)(3) 10000 FMV PREVENTS HOMELESSNESS BY MATCHING "PROVIDERS," RESIDENTS WHO NEED TO SHARE THEIR HOMES OR APARTMENTS IN ORDER TO MAINTAIN THEM, WITH "SEEKERS," INDIVUALS SEARCHING FOR SHARED AFFORDABLE HOUSING. NJ211 PARTNERSHIP 1415 WYCKOFF RD FARMINGDALE NJ 07727 371446108 501 (C)(3) 14414 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 POLYTECH 8 BARTLES CORNER ROAD FLEMINGTON NJ 08822 223182369 501 (C)(3) 25000 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 IS CURRENTLY USING A 3 YEAR FUNDING CYCLE. WE UNDERGO AN ANNUAL CITIZEN REVIEW PROCESS FOR OUR RESOURCE INVESTMENT. THIS PROCESS INCLUDES BOTH AGENCY CERTIFICATION MEETINGS AND PROGRAM REVIEW MEETINGS, WITH A FOCUS ON OUTCOMES MEASUREMENT, AND EVALUATIONS. PARTNER AGENCIES ARE ALSO REQUIRED TO SUBMIT AND ADHERE TO ANNUAL PARTNER AGENCY AGREEMENT. X 209622 RETAIL VALUE 0 0 0 FORM 990, PART VI, SECTION A, LINE 4 IN REVISED BY-LAWS, ONILY BOARD OF TRUSTEES ARE VOTING MEMBERS. 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. 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 AN 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.