2015-11-13T12:53:11-06:00 2014-12-31 231144520 TAIT WELLER & BAKER LLP 1818 MARKET STREET SUITE 2400 PHILADELPHIA PA 19103 990 2014-01-01 221520408 UNITED WAY OF CENTRAL JERSEY INC UNIT 7322473727 32 FORD AVE MILLTOWN NJ 08850 Gloria Aftanski President, CPO 7322473727 2015-11-13 1 Stacy Cullen P00974308 2159798800 2015-11-13 2014 2016-03-07 17:11:31Z Gloria Aftanski 32 FORD AVE MILLTOWN NJ 08850 8509199 0 X WWW.UWCJ.ORG X 1930 NJ Providing community leadership to ensure children and their families achieve their potential through evidence-based initiatives in the areas of education, income stability and healthy lives. 21 21 26 725 0 0 3851134 5517659 1274685 1071754 31514 43842 47427 76789 5204760 6710044 1720070 3376693 0 0 819633 1496128 0 0 297390 2089646 1952013 4629349 6824834 575411 -114790 5289546 5230278 931022 946366 4358524 4283912 X The United Way of Central Jersey provides leadership to create opportunities for a better life for people living or working in our community who are needy, at risk and vulnerable. We achieve this by mobilizing people, organizations and financial resources to create and sustain programs that achieve targeted outcomes and lasting change through volunteerism, partnerships, services and advocacy. 0 0 1401658 347800 714791 Health: UWCJ continues as the replication site for the evidence-based Nurse Family Partnership Program within Middlesex and Somerset Counties,improving pre-and post-natal maternal and child health through home visits conducted by bachelor-degree level nurses trained in the program model. UWCJ is recognized as a 'Champion of Coverage' by the Center for Medicare and Medicaid Services, US Department of Health for our three years of aggressive and successful outreach to educate community partners as well as the uninsured about the importance of obtaining medical insurance through the Affordable Care Act. UWCJ coordinates community health screenings and fairs to increase lower-income residents' knowledge of the importance of preventive care, nutrition and exercise. 924648 469775 89977 Education: UWCJ'S Quality Initiative has assisted non-profit center-based pre-school centers with technical assistance to obtain NAEYC accreditation since 2002. Accredited centers are in the position of easily attaining the Grow New Jersey Kids QIRS three-star rating. UWCJ is also the replication site for two additional evidence-based education programs: Parent Child Home Program (PCHP) and Abriendo Puertas. PCHP is an early literacy home visitation program targeting parent and child, while Abriendo Puertas is a basic life skills and child advocacy workshop series for low-income Latino parents with children ages 2-4. UWCJ is aligned with United Way Worldwide's Campaign for Grade-Level Reading. 1758951 1069759 1057706 Financial Stability: UWCJ assists financially-fragile households in four leadership capacities: 1. An IRS grant to provide free tax preparation service year-round for income-eligible households is matched in excess of 1:1 with our own resources. This initiative filed over 2,300 returns during the 2014 tax filing season, returning over $2.3 million to tax filers and the community. 2. Financial assistance to households affected by the 2012 Superstorm Sandy continues with UWCJ-generated funds and grants from major foundations for which UWCJ serves as fiscal agent. 3. In collaborating with other partners represented on the board of Coming Home of Middlesex County, leading in an employment initiative with the county Workforce Development Board and area corporations for currently homeless individuals. 4. NJ211 provides information about assistance (financial and service) to residents of our service area 24/7/365 via this multi-lingual helpline. 2060853 1489359 Focused Service Initiatives: UWCJ is committed to ensuring that children ages 0-5 are prepared to be successful as they begin their careers in kindergarten. Financial investments, advocacy and collaboration concentrate on this priority with focus on evidence-based practices in the areas of education, healthy lives and financial stability.Other Services to the Community:Super-Storm Sandy Recovery: UWCJ continued its role as fiscal agent for the Middlesex County Long-Term Recovery Group (LTRG) during calendar year 2014. A total of $733,234 was paid to vendors to assist households impacted by this storm for services such as temporary housing, replacement of furniture and fixtures, restoration of premises, clinical mental health counseling, and storage. An additional $395,077 was expended for case management services and other LTRG operational costs.Immigrant Integration Initiatives: In collaboration with community partners including NALEO Foundation, American Immigration Lawyers Association, YMCA Raritan Bay Area and PRAB, UWCJ provided two citizenship clinics for eligible residents of the United States. Immigration attorneys, assisted by trained volunteers, completed the citizenship applications for 90 individuals. Successful applicants simply needed to include a $680 check in the envelope containing the completed citizenship application. Affordable Care Act Leadership: Recognized by the U.S. Department of Health and Human Services' Regional Center for Medicare and Medicaid Services as a "Champion for Coverage", UWCJ aggressively outreached to our nonprofit and government partners to inform service beneficiaries and constituents of the need to obtain medical insurance. Arrangements for Certified Application Counselors to be on-site to assist individuals were made for nonprofits as well as UWCJ. Two organizations were especially helpful in out-posting CACs: Family Resource Network and SRA International.Stuff-The-Bus School Supply Collection: Donations of school supplies and backpacks from corporations, volunteeer organizations and the general public enabled UWCJ to distribute school supplies valued at $53,670 to low-income children.Gifts-of-the-Season: UWCJ helps low-income families with children at the end-of-the-year holidays. Area corporations, social and volunteer organizations, local unions and the general public fulfill the "Wish Lists" of families receiving service from community non-profit organizations. 261 families comprised of 264 adults and 721 children received holiday gifts in 2014 valued at $103,625.Parsons Pre-Kindergarten Academy: UWCJ supported a kindergarten readiness program during the summer to prepare children residing in limited-English-proficient households for the classroom routines. $5,000 was invested into this initiative. Summer Events Tickets Distribution: In collaboration with one of the area's minor league baseball teams, UWCJ distributed donated baseball game tickets to area youth non-profit organizations. In 2014, these tickets were valued at $49,675.Food, clothing and donated items collection and distribution: UWCJ distributes non-perishable food items collected at area corporations throughout the year. This food is delivered to Middlesex County's centralized food bank, McFoods, which supplies 75 local food pantries operated by houses of worship and nonprofit organizations. Clothing and toiletries are also collected at area corporations, which are then distributed to local nonprofit organizations. The value of these distributions in 2014 is $364,524.Facilities & other services to non-profit organizations: UWCJ provides below-market office space to a community partner organization and no-cost office space for a NJ211 Vista member in service to New Jersey's various COAD groups (Community Organizations Active in Disaster). UWCJ continues to provide technical assistance, no-cost meeting facilities, and other in-kind services to local nonprofit organizations. Designated gifts to other nonprofit organizations: Through the annual workplace campaigns, area corporations allow donors to direct their gifts to any nonprofit health and human service organization. UWCJ is essentially fundraising on behalf of countless other organizations via this "open designation" process. In 2014, UWCJ's fundraising efforts generated $1,489,359 in donor gifts to other nonprofit organizations, both locally and nationally. 2060853 1489359 6146110 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 2 0 1 26 1 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X X UNITED WAY OF CENTRAL JERSEY 7322473727 32 FORD AVE MILLTOWN NJ 08850 LAWRENCE P O'CONNELL CHIEF VOLUNTEER OFFICER 3.00 X X 0 0 0 LEE F LIVINGSTON FIRST VICE CHAIR 3.00 X X 0 0 0 JANE LEAL VICE CHAIR, BRAND STRATEGY 3.00 X X 0 0 0 CAMILLA LAURICELLA TRUSTEE 1.00 X 0 0 0 CHRIS VAN DER STAD TREASURER 3.00 X X 0 0 0 RICHARD WILDNAUER SECRETARY 3.00 X X 0 0 0 ALKA AGRAWAL TRUSTEE 1.00 X 0 0 0 AGNES BARENTI TRUSTEE 2.00 X 0 0 0 NATALIA ARMSTRONG VICE CHAIR, COMMUNITY INVESTMENT 3.00 X X 0 0 0 JUSTIN J FOOTERMAN TRUSTEE 2.00 X 0 0 0 MURIEL GRIMMETT TRUSTEE 1.00 X 0 0 0 GEORGE HEINZE TRUSTEE 1.00 X 0 0 0 LOUIS KILIAN TRUSTEE 2.00 X 0 0 0 JOANN LAPERLA-MORALES TRUSTEE 1.00 X 0 0 0 BRIAN MORIARTY TRUSTEE 1.00 X 0 0 0 ROBERT TAGLIENTE TRUSTEE 1.00 X 0 0 0 MAURICE WILLIAMS TRUSTEE 1.00 X 0 0 0 ANA MONROY TRUSTEE 1.00 X 0 0 0 JESSE LAZARUS TRUSTEE 1.00 X 0 0 0 THOMAS S MCDONOUGH TRUSTEE 1.00 X 0 0 0 GISELLE MUDGE TRUSTEE 1.00 X 0 0 0 GlORIA AFTANSKI PRESIDENT, CPO 45.00 X 149229 0 8970 STUART GRANT SENIOR VP, COMM INV 40.00 X 132054 0 8503 ELIZABETH E HANCE VP OF FINANCE (CFO) 45.00 X 94729 0 6782 376012 0 24255 2 0 1 0 0 3430858 2086801 605474 5517659 COMMUNITY PROGRAM INCOME 624200 1071754 1071754 1071754 31260 31260 52800 43216 9584 9584 9584 1768521 1755939 12582 12582 12582 ADMINISTRATIVE FEE 900099 34467 34467 ABRIENDO PUERTAS 900099 32333 32333 MISCELLANEOUS 900099 405 405 67205 6710044 1138959 0 53426 2643459 2643459 733234 733234 400267 277688 68307 54272 849961 588965 144825 116171 30816 21773 5384 3659 99691 70435 17418 11838 115393 66540 28604 20249 15195 4882 7422 2891 58454 18780 28551 11123 14817 1823 12994 77631 53243 16550 7838 34269 9508 3696 21065 25270 14903 7127 3240 41127 28026 3073 10028 44000 17926 17926 8148 30935 18244 8725 3966 32376 11704 15370 5302 COMMUNITY PROGRAM EXPEN 1475087 1475087 REPAIRS AND MAINTENANCE 45628 35760 6784 3084 57224 54130 1572 1522 6824834 6146110 381334 297390 261816 397358 2846561 1820040 384569 854997 30694 24942 62742 51252 1929288 1014230 760715 915058 632746 852952 309703 313679 5289546 5230278 147448 200589 783574 745777 931022 946366 X 2586092 2160289 1463467 1810623 308965 313000 4358524 4283912 5289546 5230278 -114790 40178 0 X X 0 1 X 1 1 1 X 4228724 4506937 4124801 3851134 5517659 22229255 4228724 4506937 4124801 3851134 5517659 22229255 4866640 17362615 95079 92698 86007 82961 84058 440803 68818 60195 34722 35133 67205 266073 22936131 2515378 0.75700 0.78450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40000 40000 1518741 790548 728193 223682 223682 0 146865 146865 915058 Investments - Beneficial Interest in Perpetual Trust 313000 Accrued Interest 679 313679 Allocations Payable 601225 Designations Payable 144552 745777 X 5304079 40178 40178 5263901 1446143 1446143 6710044 5378691 0 5378691 1446143 1446143 6824834 Part X, Line 2: MANAGEMENT HAS REVIEWED THE TAX POSITIONS FOR EACH OF THE OPEN TAX YEARS (2011-2013) OR EXPECTED TO BE TAKEN IN UNITED WAY'S 2014 TAX RETURN AND HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. Part XI, Line 4b - Other Adjustments: Building Related Expenditures -43,216. Donor Designated Contributions 1,489,359. Part XII, Line 4b - Other Adjustments: Building Related Expenditures -43,216. Donor Designated Contributions 1,489,359. 1 NJ 2-1-1 c/o United Way Monmouth County 1415 Wyckoff Road Farmingdale NJ 07727 371446108 501(C)(3) 22125 24/7/365 Information & Referral Hotline. Anshe Emeth Comm Dev Corp 222 Livingston Ave New Brunswick NJ 08901 223625904 501(C)(3) 12200 Health Support Services.Health Support Services. Catholic Charities 319 Maple Street Perth Amboy NJ 08861 222423496 501(C)(3) 323100 Youth, Health, Vocational & Homeless Assistance. Central Jersey Legal Services 317 George Street Suite 201 New Brunswick NJ 08901 210684259 501(C)(3) 112000 Legal services to low-income population. NJ Institute for Disabilities (formerly Cerebral Palsy Institute) 10 OAK DRIVE Edison NJ 08837 221554528 501(C)(3) 44775 Transportaion & rehab services to the disabled. Community Child Care Solutions 103 Center Street Perth amboy NJ 08861 270649636 501(C)(3) 98500 Quality Initiative - Child development & school readiness services. Elijah's Promise 211 Livingston Ave New Brunswick NJ 08901 223055539 501(C)(3) 44600 Food Services to the needy & support culinary job training. FISH Hospitality Program 456 NEW MARKET ROAD Piscataway NJ 08854 223174032 501(C)(3) 5000 Shelter care for families. Jewish Family Services 32 Ford Ave Milltown NJ 08850 222281774 501(C)(3) 42000 Essential Needs assist., Job-training services, Immigrant services Greater New Brunswick Daycare Council 120 Livingston Avenue New Brunswick NJ 08901 221917478 501(C)(3) 26700 Day care. Making it Possible to End Homelessness (MIPH) 6 Clif Prescod Lane Edison NJ 08817 222931870 501(C)(3) 18600 Transitional housing/ homelessness services. Planned Parenthood OF Central & Greater Northern NJ 196 Speedwell Avenue Morristown NJ 07960 221643997 501(C)(3) 89100 Women's health services & teen - pregnancy prevention program. Puerto Rican Action Board 90 Jersey Ave PO BOX 240 New Brunswick NJ 08903 221944440 501(C)(3) 30800 Youth, day care Services; housing counseling services. Rutgers University Center for Applied Psychology 41 Gordon Road Piscataway NJ 08854 237318742 501(C)(3) 40300 Foster care counseling program. South County Day Care 56 Main street Helmetta NJ 08828 222165899 501(C)(3) 21000 Pre-School program. Visiting Nurse Association NJ 176 Riverside Ave Red Bank NJ 07701 210639369 501(C)(3) 17000 Maternal child health home visitation program VSA Arts of New Jersey 703 Jersey Ave New Brunswick NJ 08901 222336037 501(C)(3) 19000 Education services for the autistic population. Women Aware 250 Livingston Avenue New Brunswick NJ 08901 222374378 501(C)(3) 112400 Battered womens shelter - legal advocacy services. THE ARC 219 Blackhorse Lane North Brunswick NJ 08902 221695038 501(C)(3) 9000 In-home respite care. Big Brothers & Big Sisters of Middlesex & Monmouth Counties 305 Bond Street Asbury Park NJ 07712 222115416 501(C)(3) 21200 BIG BROTHERS/BIG SISTERS MENTORING PROGRAM Puerto Rican Association for Human Development 100 First Street Perth Amboy NJ 08861 222026610 501(C)(3) 6300 Work readiness program Arts & Education Center aka Middlesex County Regional Council for the Arts 154 Main Street Matawan NJ 07747 222014553 501(C)(3) 33000 Early-grade Literacy North Brunswick Township Board of Education 300 Old Georges Road North Brunswick NJ 08902 226002155 170(C)(1) 5000 Summer Preschool Program/Corporate Grant Designee 92nd Street Y 1395 Lexington Avenue New York NY 10128 131624229 501(C)(3) 74750 Donor-Choice Pledges Designated to Agency Elijah's Promise 211 Livingston Ave New Brunswick NJ 08901 223055539 501(C)(3) 6162 Donor-Choice Pledges Designated to Agency United Way of Greater Mercer County 3150 Brunswick Pike Lawrenceville NJ 08648 210683073 501(C)(3) 10334 Donor-Choice Pledges Designated to Agency United Way of Monmouth County 1415 Wyckoff Road Farmingdale NJ 07727 221828435 501(C)(3) 6093 Donor-Choice Pledges Designated to Agency United Way of New York City 205 East 42nd Street New York NY 10017 132617681 501(C)(3) 12107 Donor-Choice Pledges Designated to Agency United Way of Northern New Jersey 222 Ridgedale Avenue Cedar Knolls NJ 07927 221487247 501(C)(3) 10108 Donor-Choice Pledges Designated to Agency United Way of Pasaaic County 301 Main Street Paterson NJ 07505 226070498 501(C)(3) 8155 Donor-Choice Pledges Designated to Agency 29 1 Qualified Disaster Relief (Superstorm Sandy Recovery) 218 733234 Part I, Line 2: At a minimum, agencies provide semi-annual detailed financial and program reports; more frequent reports may be required when indicated. Site visits occur on a selected basis. X X 0 0 0 0 0 0 0 0 0 GlORIA AFTANSKI PRESIDENT, CPO 149229 0 0 0 0 0 7590 0 1380 0 158199 0 0 0 X 605474 FAIR MARKET VALUE 0 0 0 Form 990, Part VI, Section A, line 6 The members of the Corporation shall be agency, individual and honorary. Agency Membership: Any non-profit agency given tax-exempt status under Section 501 (c) 3 of the Internal Revenue Codes that has a written membership agreement with the Corporation shall be an agency member of the Corporation. Individual Membership: Any contributor to the United Way and person residing or employed in the area served by the Corporation giving voluntary service through the Corporation shall be an individual member for the year which such contribution is made or such voluntary service is rendered. Honorary and Ex-Officio Membership: Honorary membership in the Corporation may be conferred upon any person or persons by the Board of Trustees in recognition of outstanding and unselfish service to the public welfare. Ex-Officio voting membership shall be extended for life to all of the Board of Trustees' previous Chief Volunteer Officers, including those previously titled as President. The General Assembly shall consist of members of the Corporation as defined herein. The powers and duties of the General Assembly shall be: a) To elect annually the members of the Board of Trustees and Officers of the Corporation, b) To receive reports at its meetings and have the right to require special reports from the Board of Trustees and any division, department or committee of the Corporation, c)To delegate to the Board of Trustees such duties as it deems advisable, consistent with the Corporation's By-Laws and d) To enact, amend, modify, change or alter the By-Laws and/or Certificate of Incorporation pursuant to law at any regular meeting or at any special meeting call for that purpose. Form 990, Part VI, Section A, line 7a Trustees and Officers of the Corporation are elected by the Members at the Annual Meeting. Form 990, Part VI, Section A, line 7b Trustees and Officers of the Corporation are elected by the Members at the Annual Meeting. Form 990, Part VI, Section B, line 11 Form 990 is reviewed by the Finance Committee and the Board of Trustees prior to filing with the IRS. Form 990, Part VI, Section B, line 12c United Way of Central Jersey adheres to United Way Worldwide's 'CODE OF ETHICS' for Staff and Volunteers, which Policy includes provisions for full and fair disclosure. Board and Staff members annually confirm their review and compliance with the Code-of-Ethics Policy. UWCJ practice requires Board and professional Staff to disclose potential conflicts and/or the potential appearance of conflict, and recuse themselves from discussion and vote on any such matters. Form 990, Part VI, Section B, line 15 Each member of the United Way of Central Jersey staff receives an annual performance review prepared by Supervisory Staff, approved by the President/CPO, and provided to the Officers of the Board who constitute the Personnel Committee. The President/CPO prepares salary adjustment recommendations which are shared with the CVO for guidance and input prior to submission of such recommendations to the Personnel Committee. The President's Performance Review is conducted by the Board Chair/CVO, and reviewed by the Personnel Committee. The President/CPO and other Officers and Key Employee's compensation, including benefits,are reviewed and approved by the Personnel Committee. Such review includes reliance on appropriate comparability data in regards to the compensation amount(s). Documentation pertaining to the annual salary review is retained on file. Form 990, Part VI, Section C, line 18 United Way of Central Jersey provides copies of the Form 990 report upon written request. The public version of the most current Form 990 report is available via the United Way of Central Jersey's website, WWW.UWCJ.ORG. Form 990, Part VI, Section C, line 19 United Way of Central Jersey makes these documents available to the public upon written request. Links to the United Way of Central Jersey's public documents are available on the Website, WWW.UWCJ.ORG. PART XI, LINE 2C United Way of Central Jersey's Finance Committee selects, and provides oversight over, the independent accounting firm that conducts the annual independent audit. Between audits, the Finance Committee receives and reviews monthly financial reports. At the conclusion of the annual independent audit, the Finance Committee meets with representatives of the independent accounting firm to review the audit results and management comments (if any). The Finance Committee presents the Audited financials to the full Board for review and acceptance. Schedule A, Part I Schedule A, Part I, REASON FOR PUBLIC CHARITY STATUS: Based on 'Accountability and Membership Standards' guidance received from United Way Worldwide, the leadership and support organization for the network of nearly 1,400 community-based United Ways, the United Way of Central Jersey concludes its' Reason for Public Charity Status' is that of a 'Public Charity as defined by IRS Code Sections 170(b)(1)(A)(vi) and 509(a)(1).