2015-03-24T11:10:58-05:00 2014-06-30 464001827 SAXBST LLP 855 VALLEY ROAD CLIFTON NJ 070132483 990 2013-07-01 221487247 UNITED WAY OF NORTHERN NEW JERSEY INC UNIT 9739931160 222 RIDGEDALE AVENUE CEDAR KNOLLS NJ 07927 JOHN B FRANKLIN CEO 9739931160 2015-03-18 1 MARQUS WHITE P00053187 9734726250 2013 2016-02-25 16:41:14Z JOHN B FRANKLIN 222 RIDGEDALE AVENUE CEDAR KNOLLS NJ 07927 15488692 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 18 62 6200 0 0 13888857 14684274 0 0 164050 205620 406069 290580 14458976 15180474 5174164 11134428 0 0 3563887 3738456 0 0 1429542 5765755 1713973 14503806 16586857 -44830 -1406383 13972916 13023452 1979985 1839993 11992931 11183459 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 4687818 3340329 EDUCATION: HELPING CHILDREN AND YOUTH ACHIEVE THEIR POTENTIAL.TODAY'S YOUTH ARE ENTERING A COMPLEX AND COMPETITIVE WORLD THAT REQUIRES BOTH SHARP ACADEMIC ABILITIES AND PRACTICAL LIFE SKILLS, SUCH AS TEAMWORK, COMMUNICATION, AND CRITICAL THINKING SAVVY. UNITED WAY OF NORTHERN NEW JERSEY IS PREPARING YOUTH TO THRIVE BY GIVING THEM VITAL TOOLS FOR LIFELONG SUCCESS FIRST IN SCHOOL AND LATER IN THE WORKPLACE.FROM THE NOTEBOOKS AND PENCILS THEY NEED TO WRITE THEIR FIRST WORDS TO THE GUIDANCE OF MENTORS WHO HELP THEM WEATHER ADOLESCENT CHALLENGES, UNITED WAY ENSURES THAT CHILDREN'S BASIC NEEDS ARE BEING MET, THEIR EXPERIENCES AT CHILD CARE CENTERS AND SCHOOLS ARE POSITIVE AND INSTRUCTIVE, AND PARENTS ARE ACTIVELY INVOLVED IN THEIR DEVELOPMENT.UNITED WAY SUPPORT FOR EARLY CHILDHOOD / SUCCESS BY 6THE INTERACTIONS CHILDREN HAVE WITH THEIR PARENTS, CAREGIVERS, AND TEACHERS IN THEIR FIRST YEARS ARE CRITICAL TO THEIR SOCIAL, EMOTIONAL, AND INTELLECTUAL DEVELOPMENT. UNITED WAY OF NORTHERN NEW JERSEY IS WORKING TO CREATE COMMUNITIES WHERE SAFE, EFFECTIVE, AND AFFORDABLE QUALITY PROGRAMS ARE AVAILABLE FOR ALL CHILDREN, ESPECIALLY THOSE FROM ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED) FAMILIES. WE WANT TO ENSURE CHILDREN RECEIVE THE FOUNDATION NEEDED TO PREPARE THEM TO ENTER KINDERGARTEN READY TO LEARN, SAVING OUR COMMUNITIES THE COSTLY GAME OF CATCH-UP LATER IN LIFE.UNITED WAY SUPPORT FOR SCHOOL AGE YOUTH / YOUTH EMPOWERMENT ALLIANCEWHEN STUDENTS ARE GIVEN A VOICE IN THEIR SCHOOL ENVIRONMENT, WHEN PARENTS ARE ENGAGED IN THEIR CHILDREN'S EDUCATION, AND WHEN EDUCATORS ARE SUPPORTED, CHILDREN CAN SUCCEED. RESEARCH SHOWS THAT STUDENTS' READINESS FOR COLLEGE AND CAREER CAN BE BOOSTED WITH FOCUS ON MIDDLE SCHOOL ACTIVITY AND THAT THE BEST PREDICTORS FOR A STUDENT'S FUTURE SUCCESS ARE BEING ENGAGED IN SCHOOL AND FEELING HOPEFUL FOR THE FUTURE. WE SUPPORT SCHOOLS IN BUILDING A HEALTHY SCHOOL CULTURE, RESULTING IN HIGHER ACADEMIC ACHIEVEMENT, LOWER DISCIPLINARY ISSUES, AND A GREATER SENSE OF WELL-BEING FOR STUDENTS. 3450115 2560918 INCOME: HELPING PEOPLE BECOME FINANCIALLY STABLEWE ALL KNOW THAT FINANCIAL PRESSURES PUT INCREDIBLE STRESS ON A PERSON. BUT WHAT MAY NOT BE SO EVIDENT IS JUST HOW MANY FAMILIES AND INDIVIDUALS LIVING IN OUR PREDOMINANTLY WEALTHY NEW JERSEY COMMUNITIES LIVE EVERY DAY BURDENED BY THE INABILITY TO MAKE THEIR INCOME STRETCH TO MEET THEIR NEEDS.WHEN WE DIG JUST A LITTLE BIT BELOW THE SURFACE, WE FIND THAT NEARLY 890,000 NEW JERSEY HOUSEHOLDS (28 PERCENT OF THE STATE) ARE WALKING A FINANCIAL TIGHT ROPE AS THEY STRUGGLE TO MAKE HOUSEHOLD PAYMENTS, PROVIDE ADEQUATE MEDICAL COVERAGE, AND KEEP FOOD ON THE TABLE. UNITED WAY OF NORTHERN NEW JERSEY CALLS THESE STRUGGLING FAMILIES AND INDIVIDUALS ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED).ALICE REPRESENTS MEN AND WOMEN OF ALL AGES AND RACES WHO ARE ESSENTIAL TO THE SUCCESS OF OUR COMMUNITY CHILD CARE WORKERS, MECHANICS, HOME HEALTH AIDES, OFFICE ASSISTANTS, AND MORE. THESE HARDWORKING INDIVIDUALS PROVIDE INVALUABLE SERVICES, WHILE EARNING INCOMES THAT CANNOT MEET THE HIGH COST OF LIVING IN OUR AREA.UNITED WAY IS HELPING ALICE AND LOW-INCOME FAMILIES BUILD THE FOUNDATION FOR A FINANCIALLY STABLE LIFE. WE ARE ENSURING FAMILIES HAVE ACCESS TO FINANCIAL LITERACY, FREE SERVICES LIKE TAX PREPARATION, AND FINANCIAL MENTORING PROGRAMS. WE ARE ALSO DEVELOPING STRATEGIES TO HELP INDIVIDUALS ATTAIN AND RETAIN JOBS THAT PAY A FAMILY-SUSTAINING WAGE.UNITED WAY GATEWAYS TO FINANCIAL EMPOWERMENTFINANCIAL PRESSURES CAN FORCE ANY FAMILY TO MAKE RISKY DECISIONS. WHEN WALKING THE FINANCIAL TIGHTROPE, A PARENT MAY GO WITHOUT A MUCH-NEEDED MEDICATION SO THAT THERE IS ENOUGH MONEY TO KEEP FOOD ON THE TABLE AND PAY THE RENT. UNITED WAY GATEWAYS TO FINANCIAL EMPOWERMENT HELPS INDIVIDUALS BUILD SAVINGS AND IMPROVE THEIR FINANCIAL STABILITY. WE PUT FAMILIES ON A PATH TOWARD SELF-SUFFICIENCY BY PROVIDING SUPPORTS LIKE FREE FINANCIAL EDUCATION, MENTORING, AND TAX PREPARATION. WE ALSO PARTNER WITH LOCAL SERVICE PROVIDERS TO CONNECT FAMILIES TO ADDITIONAL RESOURCES THAT CAN HELP DURING CHALLENGING TIMES.UNITED WAY INCOME TAX ASSISTANCE PROGRAMEACH YEAR, NEW JERSEY RESIDENTS MISS OUT ON THOUSANDS OF DOLLARS BY NOT CLAIMING CRITICAL TAX CREDITS ON THEIR FEDERAL AND STATE TAX RETURNS. OTHERS LOSE MUCH OF THEIR RETURN TO HIGH COMMERCIAL PREPARATION FEES BECAUSE THEY SIMPLY DO NOT KNOW WHERE TO TURN FOR RELIABLE AND AFFORDABLE HELP.UNITED WAY OF NORTHERN NEW JERSEY TEAMS UP WITH THE IRS AND COMMUNITY PARTNERS EACH YEAR TO PROVIDE FREE TAX PREPARATION FROM IRS-CERTIFIED VOLUNTEERS THROUGH THE UNITED WAY INCOME TAX ASSISTANCE PROGRAM. VOLUNTEERS PREPARE FREE TAX RETURNS AT LIBRARIES, COMMUNITY CENTERS, AND PLACES OF WORSHIP ACROSS THE REGION.IN 2013, UNITED WAY OF NORTHERN NEW JERSEY SAVED COMMUNITY MEMBERS NEARLY $1 MILLION IN TAX PREPARATION COSTS THROUGH FREE, QUALIFIED TAX PREPARATION. ACCORDING TO THE IRS, UNITED WAY AND ITS PARTNERS ARE LEADING PROVIDERS OF VOLUNTEER INCOME TAX ASSISTANCE IN NEW JERSEY.THROUGH THIS PROGRAM, WE ENSURE THAT ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED) AND FAMILIES LIVING IN POVERTY CLAIM ALL THE SPECIALIZED TAX CREDITS AVAILABLE TO THEM, LIKE THE EARNED INCOME TAX CREDIT, CHILD TAX CREDIT, AND EDUCATION TAX CREDIT. THESE CREDITS ARE DESIGNED TO PROVIDE RELIEF TO STRUGGLING FAMILIES AND INDIVIDUALS. MILLIONS OF DOLLARS IN SPECIALIZED CREDITS GO UNCLAIMED EVERY YEAR IN NEW JERSEY, OFTEN BECAUSE PEOPLE DO NOT KNOW THEY EXIST. THESE MUCH-NEEDED EXTRA FUNDS CAN BE THE FIRST STEP ON THE ROAD TO FINANCIAL STABILITY, CREATING SAVINGS FOR EMERGENCIES OR HELPING PAY DOWN DEBT.UNITED WAY FAMILY-SUSTAINING EMPLOYMENTTHE FUTURE WELL-BEING OF OUR REGION IS DIRECTLY TIED TO A STABLE, SKILLED WORKFORCE THAT CAN ATTRACT AND RETAIN BUSINESS AND REVITALIZE NEIGHBORHOODS. YET, MANY INDIVIDUALS IN NORTHERN NEW JERSEY ARE WORKING IN LOW-PAYING JOBS THAT OFFER NO HEALTH CARE OR PAID SICK LEAVE AND NO OPPORTUNITY FOR CAREER ADVANCEMENT. THESE WORKERS, WHO ARE ESSENTIAL TO OUR COMMUNITIES, ARE STRUGGLING TO MAKE ENDS MEET WITH LITTLE ABILITY TO GET AHEAD. WITHOUT ENOUGH INCOME TO COVER THE COSTS OF BASIC NECESSITIES, THEY HAVE NO MEANS TO ESTABLISH SAVINGS AND BUILD ASSETS.THE STAKES ARE INCREDIBLY HIGH. AS OUR ECONOMY STRUGGLES TO RECOVER, THE VITALITY OF OUR LOCAL COMMUNITIES AND THE NATION IS INCREASINGLY AT RISK. THAT IS WHY UNITED WAY WORLDWIDE HAS ENLISTED THE HELP OF 10 LOCAL UNITED WAYS TO ENGAGE THEIR COMMUNITIES IN DEVELOPING PLANS FOR A STRONGER WORKFORCE A WORKFORCE THAT MEETS THE NEEDS OF LOCAL FAMILIES AND EMPLOYERS. ULTIMATELY, SUCCESSFUL MODELS AND BEST PRACTICES EMERGING FROM THIS PROJECT WILL GUIDE OTHER UNITED WAYS AS THEY ADDRESS THESE ISSUES IN THEIR COMMUNITIES.TOGETHER WITH THE EXPERTISE OF PUBLIC, PRIVATE, AND NONPROFIT ORGANIZATIONS, WE ARE TURNING THAT KNOWLEDGE INTO STRATEGIES TO HELP PEOPLE ATTAIN AND RETAIN JOBS THAT PAY A FAMILY-SUSTAINING WAGE AND PROVIDE BENEFITS. WITH SO MANY COMMUNITY ORGANIZATIONS INVOLVED IN THIS IMPORTANT WORK FROM HIGHER EDUCATION TO EMPLOYERS TO LOCAL GOVERNMENT ENTITIES WE ARE UNIQUELY POSITIONED TO FIND NEW AND CREATIVE WAYS TO PREPARE INDIVIDUALS FOR EMPLOYMENT.WHETHER IT IS CONNECTING JOB SEEKERS WITH THE MOST CURRENT LOCAL JOB INFORMATION OR ADVOCATING FOR MORE AFFORDABLE EDUCATION AND TRAINING PROGRAMS TO ADEQUATELY PREPARE PEOPLE FOR THOSE JOBS, WE ARE WORKING TO ENSURE EVERYONE IN SOMERSET COUNTY HAS ACCESS TO THE SUPPORT THEY NEED FOR GETTING AND KEEPING A JOB WITH A LIVABLE WAGE. TOGETHER, WE WILL HARNESS THE POWER OF OUR SHARED PASSION FOR A COMMUNITY WHICH PROPERLY SUPPORTS THOSE WHO CALL IT HOME. 3353921 2560918 HEALTH: BUILDING HEALTHIER COMMUNITIESTHE HIGH COST OF LIVING IN NORTHERN NEW JERSEY MAKES IT CHALLENGING FOR MANY FAMILIES TO ACCESS HEALTH SERVICES AND NUTRITIOUS FOODS. MANY FAMILIES ARE FORCED TO SACRIFICE MEDICAL AND PRESCRIPTION DRUG INSURANCE TO BE ABLE TO PUT FOOD ON THE TABLE OR PAY THEIR ELECTRIC BILL. IT IS ESPECIALLY TOUGH FOR ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED) FAMILIES AND THE GROWING NUMBER OF RESIDENTS WHO ARE THE PRIMARY CAREGIVER FOR A LOVED ONE, WHILE ALSO JUGGLING THE RESPONSIBILITIES OF WORK, FAMILY, AND MAINTAINING THEIR OWN HEALTH.SINCE MANY HEALTH PROBLEMS ARE PREVENTABLE OR MANAGEABLE, UNITED WAY IS WORKING TO EXPAND ACCESS TO HEALTHY FOODS, NUTRITION EDUCATION, AND INFORMATION ABOUT SOCIAL SERVICES FOR THE MANY VULNERABLE FAMILIES LIVING IN OUR COMMUNITIES. IN ADDITION, WE DISSEMINATE PRESCRIPTION DRUG DISCOUNT CARDS TO HELP COMMUNITY MEMBERS WHO CANNOT AFFORD IMPORTANT MEDICATIONS. AND WE HELP TO SUPPORT UNPAID FAMILY CAREGIVERS SO THEY CAN BETTER MAINTAIN THEIR OWN HEALTH WHILE THEY PROVIDE CARE FOR A LOVED ONE.UNITED WAY OF NORTHERN NEW JERSEY IS COMMITTED TO CREATING STRONGER COMMUNITIES WHERE HEALTHY LIVING OPTIONS ARE AFFORDABLE AND ACCESSIBLE AND THOSE STRUGGLING ARE NOT ISOLATED AND ALONE.UNITED WAY SUPPORT FOR UNPAID FAMILY CAREGIVERSCAREGIVING IS A UNIVERSAL REALITY THAT TOUCHES ALMOST EVERY FAMILY. OFTEN INDIVIDUALS HAVE NO CHOICE BUT TO PROVIDE CARE FOR A LOVED ONE. THEY SHOULDER THIS OVERWHELMING RESPONSIBILITY WITHOUT PREPARATION OR EDUCATION, WITH LITTLE HELP FROM OTHERS, WHILE JUGGLING THEIR OWN LIVES. FACED WITH THE CHALLENGES OF PROVIDING CARE FOR ANOTHER, CAREGIVERS OFTEN PUT THEIR OWN PHYSICAL, MENTAL, AND EVEN FINANCIAL HEALTH IN SIGNIFICANT JEOPARDY.CAREGIVERS IN THE WORKPLACE OFTEN HIDE THEIR CAREGIVING OBLIGATIONS FROM THEIR EMPLOYERS, ADDING TO STRESS. EVENTUALLY, SOME CAREGIVERS ARE FORCED TO CUT BACK HOURS OR QUIT WORKING ALTOGETHER. WITH REDUCED INCOME, ADDED EXPENSES, AND EXPENDED SAVINGS, A CAREGIVERS OWN FINANCIAL STABILITY CAN BE AT RISK.CAREGIVERS ARE OFTEN ISOLATED AND OVERWHELMED, UNAWARE OF EXISTING RESOURCES THAT CAN HELP THEM PROVIDE EXCELLENT CARE WHILE STAYING HEALTHY AND PRODUCTIVE. PROVIDING CARE CAN TAKE A PARTICULARLY DEVASTATING TOLL ON ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED) AND LOW-INCOME FAMILIES, ALREADY STRUGGLING TO MAKE ENDS MEET. 3074412 2672263 A MAJOR GOAL OF UNITED WAY OF NORTHERN NEW JERSEY IS TO IDENTIFY THE BARRIERS TO SIGNIFICANT CHANGE FOR SOCIETAL PROBLEMS. WHILE THE COMMUNITY IMPACT PILLARS OF EDUCATION, INCOME AND HEALTH PROVIDE SPECIFIC OUTCOMES FOR SERVING THE NEEDS OF THE ALICE POPULATION, THERE ARE OTHER SERVICES NEEDED WHICH MAY NOT EASILY BE DEFINED BY THOSE CATEGORIES. THERE ARE CONSIDERABLE EFFORTS IN SUPPORTING THE GREATER COMMUNITY BY NOT ONLY RAISING PHILANTHROPY ACROSS THE REGION BUT ALSO WITH PROGRAMMATIC EFFORTS IN AREAS SUCH AS CAPACITY BUILDING FOR NON PROFIT PARTNERS, PROVIDING OPPORTUNITIES FOR MENTORING, FUNDING IMPORTANT SERVICES SUCH AS NJ211 AND SUPPORTING NEEDS OF A MORE GENERALIZED NATURE. 3074412 2672263 14566266 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 62 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 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 SUSAN WETZEL BOARD CHAIR 1.00 X 0 0 0 THEODORE O'DELL BOARD TREASURER 1.00 X 0 0 0 HELEN ONG BOARD SECRETARY 1.00 X 0 0 0 MARK BODE BOARD MEMBER 1.00 X 0 0 0 MICHAEL BREZNAK BOARD MEMBER 1.00 X 0 0 0 KIMBERLY BURNETT BOARD MEMBER 1.00 X 0 0 0 JAMES FURGESON 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 MICHAEL MILLEGAN 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 DON SHERIDAN BOARD MEMBER 1.00 X 0 0 0 KRISHNA P VALLURIPALLI BOARD MEMBER 1.00 X 0 0 0 BARBARA WHITE BOARD MEMBER 1.00 X 0 0 0 JOHN BOLICH BOARD MEMBER 1.00 X 0 0 0 DANIEL FETE BOARD MEMBER 1.00 X 0 0 0 ELIN MUELLER 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 KATHLEEN NELSON BOARD MEMBER 1.00 X 0 0 0 KENNETH OLSEN BOARD CHAIR 1.00 X 0 0 0 JOHN B FRANKLIN CEO 40.00 X 184460 0 24239 BONNIE O'NEILL CFO 40.00 X 96207 0 20178 THERESA LEPORE LEAMY SR. VP -RESOURCE DEVELOPME 40.00 X 100382 0 20189 381049 0 64606 2 0 1 0 0 517718 331238 13835318 308422 14684274 85849 85849 272790 0 272790 272790 272790 119771 0 119771 119771 119771 326008 331238 308218 17790 17790 15180474 272790 0 223410 11134428 11134428 337266 124518 131292 81456 2582633 1564545 238208 779880 600066 350077 61318 188671 218491 124877 27566 66048 85785 69251 2225 14309 85479 53642 9800 22037 450364 330217 39250 80897 46072 32655 1237 12180 56703 48899 420 7384 45496 19621 3910 21965 108965 60507 15366 33092 175862 141307 14516 20039 55369 36114 5697 13558 PROFESSIONAL FEES 342483 289308 20425 32750 EQUIPMENT MAINTENANCE A 99593 56836 13300 29457 EVENTS FRIENDRAISING 83497 83497 0 0 SUPPLIES 45552 24916 3193 17443 32753 21051 3326 8376 16586857 14566266 591049 1429542 4939813 4435130 2651869 1773057 48537 125165 67491 91543 4079011 3121764 1015369 957247 5187549 5578060 62288 63250 13972916 13023452 338775 293744 1567214 1345811 19000 150000 54996 50438 1979985 1839993 X 8361421 7617501 1503867 1427995 2127643 2137963 11992931 11183459 13972916 13023452 X -1406383 536334 60577 X X 0 1 X 1 0 X 4526342 11158021 13908387 13888857 14582034 58063641 4526342 11158021 13908387 13888857 14582034 58063641 58063641 57588 581930 460460 431183 358640 1889801 217691 247316 262469 326008 1053484 61006926 1053484 0.95180 0.95430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2245693 277041 196674 2326060 2148366 175567 78240 2245693 2263958 122678 -9237 229033 2148366 2316885 55791 108718 2263958 0.00000 0.86660 0.13340 0 0 36200 36200 2026451 1846599 179852 1274089 619440 654649 651008 585672 65336 91263 70053 21210 957247 DEFERRED LEASE PAYABLE 50438 50438 X 8576939 536334 308218 844552 7732387 7448087 7448087 15180474 9555530 308218 308218 9247312 7339545 7339545 16586857 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 308,218. PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUE SHARING THAT WAS SHOWN NET OF CONTRIBUTIONS 7,339,545. ALLOWANCE FOR UNCOLLECTABLES 108,542. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 308,218. PART XII, LINE 4B - OTHER ADJUSTMENTS: REVENUE SHARING THAT WAS SHOWN NET OF CONTRIBUTIONS 7,339,545. COMMERCIAL REAL ESTATE LUNCHEON 184970 172153 12817 21680 8416 HELP FOR CHILDREN CLASSIC GOLF OUTI 273840 102240 171600 143466 71865 10 198436 56845 141591 39954 22837 657246 331238 326008 205100 103118 308218 17790 0 ABILITIES OF NORTHWEST JERSEY INC PO BOX 251 WASHINGTON NJ 07882 222053518 501C(3) 12333 FUNDED PARTNER DISTRIBUTION ADA BUDRICK 220 VREELAND AVE BOONTON NJ 07005 221863337 501C(3) 27150 FUNDED PARTNER DISTRIBUTION ADULT DAY CARE CENTER OF SOMERSET CTY INC 120 FINDERNE AVE BRIDGEWATER NJ 08807 222111573 501C(3) 45218 FUNDED PARTNER DISTRIBUTION ALTERNATIVES 600 FIRST AVE RARITAN NJ 08869 222318999 501C(3) 25123 FUNDED PARTNER DISTRIBUTION AMERICAN RED CROSS - NORTHERN NEW JERSEY 29 ELM ST MORRISTOWN NJ 07960 530196605 501C(3) 12415 FUNDED PARTNER DISTRIBUTION ANDERSON HOUSE 532 RT 523 WHITEHOUSE STATION NJ 08889 521786469 501C(3) 6864 FUNDED PARTNER DISTRIBUTION ARC OF ESSEX COUNTY 123 NAYLON AVE LIVINGSTON NJ 07039 521939663 501C(3) 25620 FUNDED PARTNER DISTRIBUTION ARC OF SOMERSET COUNTY 141 SOUTH MAIN ST MANVILLE NJ 08835 221968555 501C(3) 65559 FUNDED PARTNER DISTRIBUTION ARC OF WARREN COUNTY PO BOX 389 WASHINGTON NJ 07882 226018015 501C(3) 12575 FUNDED PARTNER DISTRIBUTION BIG BROTHERS BIG SISTERS OF HUNTERDON SOMERSET & WARREN PO BOX 123 WASHINGTON NJ 07882 222313175 501C(3) 19163 FUNDED PARTNER DISTRIBUTION BIG BROTHERS BIG SISTERS OF MORRIS COUNTY 1259 US HWY 46E BLDG 3 PARSIPPANY NJ 07054 222450889 501C(3) 9643 FUNDED PARTNER DISTRIBUTION CATHOLIC CHARITIES DIOCESE OF METUCHEN PO BOX 191 METUCHEN NJ 08840 222423496 501C(3) 56020 FUNDED PARTNER DISTRIBUTION CENTENARY COLLEGE 400 JEFFERSON STREET HACKETTSTOWN NJ 07840 221500484 501C(3) 7325 FUNDED PARTNER DISTRIBUTION CENTER FOR PREVENTION AND COUNSELING 61 SPRING ST NEWTON NJ 07860 237387757 501C(3) 93850 FUNDED PARTNER DISTRIBUTION CENTRAL JERSEY HOUSING RESOURCE CENTER 600 FIRST AVE SUITE 3 RARITAN NJ 08869 222928661 501C(3) 29178 FUNDED PARTNER DISTRIBUTION CHILD AND FAMILY RESOURCES 111 HOWARD BLVD MT ARLINGTON NJ 07856 221985526 501C(3) 30470 FUNDED PARTNER DISTRIBUTION CHILDREN ON THE GREEN 50 PARK PLACE MORRISTOWN NJ 07960 223256124 501C(3) 33197 FUNDED PARTNER DISTRIBUTION COLLINSVILLE CHILD CARE CENTER 901 ROUTE 10 WHIPPANY NJ 07981 221899892 501C(3) 29142 FUNDED PARTNER DISTRIBUTION COPE CENTER 14 BLOOMFIELD AVE MONTCLAIR NJ 07042 221968536 501C(3) 26687 FUNDED PARTNER DISTRIBUTION CORNERSTONE 62 ELM ST MORRISTOWN NJ 07960 221489900 501C(3) 204008 FUNDED PARTNER DISTRIBUTION CRAWFORD HOUSE 362 SUNSET ROAD SKILLMAN NJ 08558 222184975 501C(3) 9500 FUNDED PARTNER DISTRIBUTION DAWN CENTER FOR INDEPENDENT LIVING INC 30 BROAD ST UNIT 5 DENVILLE NJ 07834 223496995 501C(3) 33675 FUNDED PARTNER DISTRIBUTION DEIRDRE'S HOUSE 8 COURT ST MORRISTOWN NJ 07960 223308574 501C(3) 27668 FUNDED PARTNER DISTRIBUTION DOMESTIC ABUSE & SEXUAL ASSAULT CRISIS CENTER PO BOX 423 BELVIDERE NJ 07823 222357790 501C(3) 55416 FUNDED PARTNER DISTRIBUTION DOMESTIC ABUSE & SEXUAL ASSAULT INTERVENTION SERVICES PO BOX 805 NEWTON NJ 07860 222055702 501C(3) 15661 FUNDED PARTNER DISTRIBUTION DOVER CHILD CARE CENTER INC 50 N MORRIS ST DOVER NJ 07801 237032636 501C(3) 53507 FUNDED PARTNER DISTRIBUTION DRESS FOR SUCCESS 25 COOK AVE MADISON NJ 07940 223661183 501C(3) 9806 FUNDED PARTNER DISTRIBUTION EL PRIMER PASO 29 SEGUR ST DOVER NJ 07801 222124259 501C(3) 22412 FUNDED PARTNER DISTRIBUTION ELIJAH'S PROMISE 211 LIVINGSTON AVE NEW BRUNSWICK NJ 08901 223055539 501C(3) 12964 FUNDED PARTNER DISTRIBUTION EMPLOYMENT HORIZONS 10 RIDGEDALE AVE CEDAR KNOLLS NJ 07927 221612741 501C(3) 14981 FUNDED PARTNER DISTRIBUTION FAMILY AND COMMUNITY SERVICES OF SOMERSET COUNTY 339 WEST SECOND ST BOUND BROOK NJ 08805 221508565 501C(3) 19885 FUNDED PARTNER DISTRIBUTION FAMILY GUIDANCE CENTER OF WARREN COUNTY 492 ROUTE 57 WEST WASHINGTON NJ 07882 221622427 501C(3) 10899 FUNDED PARTNER DISTRIBUTION FAMILY PROMISE OF MORRIS COUNTY PO BOX 1494 MORRISTOWN NJ 07962 521572014 501C(3) 26812 FUNDED PARTNER 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FUNDED PARTNER DISTRIBUTION NORWESCAP- NEWTON 186 HALSEY ROAD NEWTON NJ 07860 222938952 501C(3) 26750 FUNDED PARTNER DISTRIBUTION NORWESCAP HEAD START-PHILLIPSBURG 535 FISHER AVE PHILLIPSBURG NJ 08865 222938952 501C(3) 5500 FUNDED PARTNER DISTRIBUTION NORWESCAP HEAD START-NEWTON 111 RYERSON AVENUE NEWTON NJ 07860 222938952 501C(3) 19993 FUNDED PARTNER DISTRIBUTION NORWESCAP VITA 53 STICKLE AVE ROCKAWAY NJ 07866 222938952 501C(3) 15000 FUNDED PARTNER DISTRIBUTION PARSIPPANY CHILD DAY CARE CENTER 300 BALDWIN ROAD PARSIPPANY NJ 07054 221864906 501C(3) 34519 FUNDED PARTNER DISTRIBUTION PARTNERS FOR WOMEN AND JUSTICE 60 SOUTH FULLERTON AVE SUITE 211 MONTCLAIR NJ 07042 223825867 501C(3) 15000 FUNDED PARTNER DISTRIBUTION PASSITALONG 60 BLUE HERON RD SUITE 100 SPARTA NJ 07871 800018706 501C(3) 6825 FUNDED PARTNER DISTRIBUTION PAWS PO BOX 149 MONTCLAIR NJ 07042 222133963 501C(3) 5205 FUNDED PARTNER DISTRIBUTION PEOPLE HELP OF SUSSEX COUNTY PO BOX 202 SPARTA NJ 07871 222388699 501C(3) 16550 FUNDED PARTNER DISTRIBUTION PG CHAMBERS EARLY INTERVENTION 15 HALKO ROAD CEDAR KNOLLS NJ 07927 221551480 501C(3) 23590 FUNDED PARTNER DISTRIBUTION PROJECT SELF SUFFICIENCY 127 MILL STREET NEWTON NJ 07860 222727412 501C(3) 7500 FUNDED PARTNER DISTRIBUTION RESOURCE CENTER OF SOMERSET 427 HOMESTEAD ROAD HILLSBOROUGH NJ 08844 222205833 501C(3) 31775 FUNDED PARTNER DISTRIBUTION RIDEWISE 360 GROVE STREET BRIDGEWATER NJ 08807 222998959 501C(3) 6250 FUNDED PARTNER DISTRIBUTION ROXBURY DAY CARE CENTER 25 RIGHTER ROAD SUCCASUNNA NJ 07876 221981901 501C(3) 19042 FUNDED PARTNER DISTRIBUTION SALVATION ARMY 13 TRINITY PLACE MONTCLAIR NJ 07042 135562351 501C(3) 67358 FUNDED PARTNER DISTRIBUTION SAMARITAN INN 48 WYKER ROAD FRANKLIN NJ 07416 222332307 501C(3) 44573 FUNDED PARTNER DISTRIBUTION SCARC GUARDIAN SERVICES INC 10 US ROUTE 206 SUITE 100 AUGUSTA NJ 07822 221775304 501C(3) 29256 FUNDED PARTNER DISTRIBUTION SOMERSET COMMUNITY ACTION PROGRAM 900 HAMILTON STREET SOMERSET NJ 08873 226075617 501C(3) 15980 FUNDED PARTNER DISTRIBUTION SOMERSET TREATMENT SERVICES 118 WEST END AVE SOMERVILLE NJ 08876 222526128 501C(3) 54620 FUNDED PARTNER DISTRIBUTION SOMERSET VALLEY YMCA GREGORY SCOTT LOWE CCC 19 E MOUNTAIN HILLSBOROUGH NJ 08844 221537698 501C(3) 8559 FUNDED PARTNER DISTRIBUTION THE LEARNING GATE ASSOCIATION INC 816 OLD YORK ROAD RARITAN NJ 08869 226093681 501C(3) 71025 FUNDED PARTNER DISTRIBUTION VERONA LIONS CLUB PO BOX 389 VERONA NJ 07044 223659945 501C(3) 5000 FUNDED PARTNER DISTRIBUTION VISITING HOMEMAKER SERVICE OF WARREN COUNTY INC PO BOX 306 WASHINGTON NJ 07882 221808699 501C(3) 16100 FUNDED PARTNER DISTRIBUTION VISITING NURSE ASSN OF NORTHERN NEW JERSEY 38 ELM ST MORRISTOWN NJ 07960 221487368 501C(3) 48318 FUNDED PARTNER DISTRIBUTION VISITING NURSE ASSN OF SAINT CLARE'S 191 WOODPORT ROAD SPARTA NJ 07871 221768334 501C(3) 6300 FUNDED PARTNER DISTRIBUTION VNA OF SOMERSET HILLS 200 MT AIRY BASKING RIDGE NJ 07920 222888648 501C(3) 13034 FUNDED PARTNER DISTRIBUTION WARREN COUNTY COMMUNITY COLLEGE 475 RT 57 WEST STE 208 WASHINGTON NJ 07882 222433889 501C(3) 7768 FUNDED PARTNER DISTRIBUTION WOMEN'S HEALTH AND COUNSELING CENTER 71 FOURTH ST SOMERVILLE NJ 08876 222389503 501C(3) 31144 FUNDED PARTNER DISTRIBUTION YMCA OF SOMERSET VALLEY 2 GREEN STREET SOMERVILLE NJ 08876 221537698 501C(3) 22289 FUNDED PARTNER DISTRIBUTION ZUFALL HEALTH CENTER 18 W BLACKWELL DOVER NJ 07801 223125397 501C(3) 12500 FUNDED PARTNER DISTRIBUTION ANCHOR HOUSE 482 CENTRE STREET TRENTON NJ 08611 222229995 501C(3) 8085 DONOR DESIGNATION BIG BROTHERS BIG SISTERS OF NYC 223 E 30TH STREET NEW YORK NY 10016 135600383 501C(3) 8453 DONOR DESIGNATION CANCER HOPE NETWORK TWO NORTH ROAD SUITE A CHESTER NJ 07930 222647316 501C(3) 19970 DONOR DESIGNATION CANCER STINKS PO BOX 112 BERKELEY HEIGHTS NJ 07922 453620127 501C(3) 17062 DONOR DESIGNATION EDEN AUTISM SERVICES 2 MERWICK ROAD PRINCETON NJ 08540 222069597 501C(3) 5480 DONOR DESIGNATION HEALTHCARE CHAPLAINCY 315 EAST 62ND STREET FLR 4 NEW YORK NY 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LADY OF LOURDES 390 COUNTY ROAD 523 WHITEHOUSE STN NJ 08889 510229400 501C(3) 13000 DONOR DESIGNATION RACHEL COALITION 256 COLUMBIA TURNPIKE SUITE 105 FLORHAM PARK NJ 07932 800100466 501C(3) 5750 DONOR DESIGNATION RONALD MCDONALD HOUSE OF LONG BRANCH NJ 131 BATH AVENUE LONG BRANCH NJ 07740 222715544 501C(3) 12188 DONOR DESIGNATION SAVE THE CHILDREN 54 WILTON ROAD WESTPORT CT 06880 060726487 501C(3) 6078 DONOR DESIGNATION SIGMA PHI EPSILON EDUCATIONAL FOUNDATION 310 S BOULEVARD RICHMOND VA 23220 546053821 501C(3) 14809 DONOR DESIGNATION ST JUDES CHILDREN'S RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501C(3) 5228 DONOR DESIGNATION SUSAN G KOMEN - CENTRALSOUTH JERSEY 2 PRINCESS ROAD SUITE D LAWRENCEVILLE NJ 08648 432052349 501C(3) 5048 DONOR DESIGNATION TONI'S KITCHEN AT ST LUKE CHURCH 73 SOUTH FULLERTON AVE MONTCLAIR NJ 07042 311629166 501C(3) 16875 DONOR DESIGNATION UNITED WAY OF BERGEN COUNTY 6 FOREST AVENUE PARAMUS NJ 07652 226028959 501C(3) 10026 DONOR DESIGNATION 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UNITED WAY OF SOUTHEASTERN PENNSYLVANIA 1709 BENJAMIN FRANKLIN PKWY PHILADELPHIA PA 19103 232651281 501C(3) 6247 DONOR DESIGNATION UNITED WAY OF TARRANT COUNTY 1500 N MAIN STREET SUITE 200 FORT WORTH TX 76164 750858360 501C(3) 5015 DONOR DESIGNATION UNITED WAY OF THE OZARKS 320 N JEFFERSON AVE SPRINGFIELD MO 65806 440552047 501C(3) 7479 DONOR DESIGNATION UNTED WAY OF GREATER LEHIGH VALLEY 1110 AMERICAN PARKWAY NE ALLENTOWN PA 18109 232657933 501C(3) 5078 DONOR DESIGNATION VALERIE FUND 2101 MILLBURN AVENUE MAPLEWOOD NJ 07040 222126867 501C(3) 11496 DONOR DESIGNATION WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 202370934 501C(3) 6532 DONOR DESIGNATION X X X X 0 0 0 0 0 0 0 0 0 JOHN B FRANKLIN CEO 184460 0 0 0 0 0 18870 0 5369 0 208699 0 0 0 X HOLIDAY GIFTS 1000 199511 FMV X SCHOOL SUPPLI 200 108911 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 INDIVIDUAL 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 JUDGMENT 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, 2014 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 -108,542. TRANSFER OF ASSETS FROM MERGER ENTITY 169,119. 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. 990, PART XI, OTHER CHANGES IN NET ASSETS ACQUISITION OF UNITED WAY OF MILLBURN SHORT HILLS: EFFECTIVE JANUARY 1, 2014, UNITED WAY OF NORTHERN NEW JERSEY ACQUIRED THE UNITED WAY OF MILLBURN SHORT HILLS, A NON PROFIT ORGANIZATION AFFILIATED WITH UNITED WAY WORLDWIDE THAT SERVICED THE TOWNS OF MILLBURN AND SHORT HILLS. THE TWO ENTITIES SHARED A COMMON MISSION AND THROUGH THE COMBINATION, ARE ABLE TO ACHIEVE ECONOMIES OF SCALE AND OTHER SYNERGIES THROUGH INTEGRATING THEIR SERVICES. IN CONJUNCTION WITH THE ACQUISITION, THE ASSETS, LIABILITIES AND NET ASSETS OF THE UNITED WAY OF MILLBURN SHORT HILLS WERE TRANSFERRED TO THE UNITED WAY OF NORTHERN NEW JERSEY. THE NET ASSETS TRANSFERRED TOTALED $169,119 CONSISTING PRIMARILY OF CASH AND EQUIVALENTS.