2014-04-09T16:04:15-05:00 2013-06-30 464001827 SAXBST LLP 855 VALLEY ROAD CLIFTON NJ 070132483 990 2012-07-01 221487247 UNITED WAY OF NORTHERN NEW JERSEY INC UNIT 9739931160 222 RIDGEDALE AVENUE CEDAR KNOLLS NJ 07927 JOHN B FRANKLIN 9739931160 2014-04-03 1 MARQUS WHITE P00053187 9734726250 2012 2015-11-30 17:44:51Z JOHN B FRANKLIN 222 RIDGEDALE AVENUE CEDAR KNOLLS NJ 07927 14624512 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. 17 17 61 6540 0 0 13908387 13888857 0 0 129088 164050 368368 406069 14405843 14458976 4774283 5174164 0 0 3357223 3563887 0 0 1564838 6137545 5765755 14269051 14503806 136792 -44830 13732298 13972916 1928261 1979985 11804037 11992931 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 4212912 1759216 EDUCATION: HELPING CHILDREN AND YOUTH ACHIEVE THEIR POTENTIAL.WHEN CHILDREN AND YOUTH LACK A STIMULATING, SUPPORTIVE ENVIRONMENT, THEY SUFFER. IT NEGATIVELY IMPACTS OUR ENTIRE COMMUNITY IF A KINDERGARTEN STUDENT IS ALREADY AVERSE TO LEARNING, A MIDDLE SCHOOL STUDENT ACTS OUT THROUGH BULLYING, OR A YOUNG ADULT IS UNPREPARED FOR THE WORKFORCE.UNITED WAY OF NORTHERN NEW JERSEY WORKS TO ADVANCE EDUCATION IN OUR COMMUNITIES BY INVESTING IN CHILDREN AND YOUTH AND PROVIDING WAYS TO ENGAGE THEM SO THEY CAN POSITIVELY CONTRIBUTE TO SOCIETY.WE WORK WITH CHILD CARE CENTERS AND SCHOOLS TO SUPPORT CHILDREN'S SOCIAL AND EMOTIONAL DEVELOPMENT FROM BIRTH THROUGH HIGH SCHOOL - GIVING THEM A SOLID FOUNDATION AND THE LIFELONG SKILLS NEEDED TO THRIVE. OUR WORK INCLUDES IMPROVING EARLY CHILDHOOD EXPERIENCES AND THE QUALITY OF CHILD CARE, CONNECTING YOUTH TO TRAINED MENTORS, AND WORKING DIRECTLY WITH SCHOOLS TO CREATE A HEALTHY SCHOOL CULTURE THAT ENHANCES STUDENTS' GROWTH.UNITED WAY SUCCESS BY 6A LANDMARK STUDY PUBLISHED IN THE JOURNAL SCIENCE IN 2011 TRACKED MORE THAN 1,000 LOW-INCOME CHILDREN FOR UP TO 25 YEARS. IT FOUND THAT CHILDREN WHO HAD ATTENDED QUALITY PRESCHOOL DID BETTER IN SCHOOL, EARNED MORE AS ADULTS, AND COMMITTED FEWER CRIMES. ENSURING THAT CHILDREN FROM ALL SOCIOECONOMIC BACKGROUNDS GET A SOLID START IMPROVES THEIR FUTURE - AND OURS.UNITED WAY SUCCESS BY 6 WORKS TO CREATE COMMUNITIES WHERE SAFE, EFFECTIVE, AND AFFORDABLE QUALITY PROGRAMS, SERVICES, AND EXPERIENCES ARE AVAILABLE FOR CHILDREN FROM BIRTH TO SIX YEARS OF AGE, ESPECIALLY THOSE FROM LOWER-INCOME AND ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED) FAMILIES. WORKING DIRECTLY WITH CHILD CARE CENTERS, WE PROVIDE GUIDANCE AND RESOURCES TO IMPROVE QUALITY OF CARE, OPERATE MORE EFFICIENTLY, AND INCREASE PARENT INVOLVEMENT. AND THE GOOD NEWS IS WE ARE MAKING PROGRESS: THE KINDERGARTEN READINESS RATE AT OUR PARTNER CHILD CARE CENTERS IN 2011 WAS 96 PERCENT VERSUS THE NATIONAL AVERAGE OF 60 PERCENT.UNITED WAY YOUTH EMPOWERMENT ALLIANCEFOR YOUTH TO SUCCEED, THEY NEED TO DEVELOP LIFE HABITS THAT INTEGRATE INTELLECTUAL, EMOTIONAL, AND SOCIAL ASPECTS OF LEARNING. TODAY'S HEADLINES - FROM COLLEGE TRAGEDIES AND CYBER-BULLYING, TO CASES OF UNETHICAL BUSINESS PRACTICES - REMIND US OF THE CHALLENGES OUR CHILDREN FACE.UNITED WAY YOUTH EMPOWERMENT ALLIANCE WORKS TO ENSURE YOUTH HAVE THE LIFELONG SKILLS NEEDED TO ACHIEVE ACADEMICALLY, TACKLE ISSUES AND PROBLEMS WITH RESPONSIBILITY AND INTEGRITY, AND SUCCEED IN THE 21ST CENTURY WORKPLACE. THIS STRONG FOUNDATION WILL ALLOW OUR CHILDREN TO THRIVE IN OUR INCREASINGLY COMPLEX WORLD. WE SUPPORT SCHOOLS AS THEY IMPROVE THEIR SCHOOL CLIMATE AND CULTURE TO CREATE SAFE, WELL-MANAGED, CARING, AND PARTICIPATORY ENVIRONMENTS.UNITED WAY IS DRIVING COMMUNITY CHANGES SO THAT CHILDREN AND YOUTH CAN THRIVE.RESULTS...IN THE LAST YEAR WE:- PROVIDED SCHOLARSHIPS AND FINANCIAL SUPPORT TO MORE THAN 1,000 LOWER-INCOME/ALICE CHILDREN SO THEY COULD ATTEND HIGH-QUALITY CHILD CARE AND BECOME KINDERGARTEN READY.- PREVENTED FIVE CHILD CARE CENTERS THAT SERVE LOW-INCOME CHILDREN FROM CLOSING BY PROVIDING OPERATIONAL GUIDANCE AND SECURING PARTNERS AND DONORS.- WORKED WITH THE NJ DIVISION OF FAMILY DEVELOPMENT AND DEPARTMENT OF EDUCATION ON A STATEWIDE STANDARD QUALITY RATING SYSTEM, TO BE PILOTED IN 15 CHILD CARE CENTERS.- PARTNERED WITH THE COLLEGE OF SAINT ELIZABETH TO WORK WITH 10 SCHOOL DISTRICTS (28 SCHOOLS) INVOLVING MORE THAN 12,000 STUDENTS, TO IMPROVE SCHOOL CULTURE AND CLIMATE.- OFFERED MENTORING TO MORE THAN 55 MIDDLE SCHOOL STUDENTS IN THREE DIFFERENT SCHOOLS IN PARTNERSHIP WITH EMPOWERMENT INSTITUTE. 3106182 1293541 INCOME: PROMOTING FINANCIAL STABILITY AND INDEPENDENCE.1.1 MILLION HOUSEHOLDS IN NEW JERSEY ARE UNABLE TO AFFORD BASIC NECESSITIES, LIKE HOUSING, CHILD CARE, FOOD, HEALTH CARE, AND TRANSPORTATION. THAT'S 1 IN EVERY 3 HOUSEHOLDS, ACCORDING TO A RECENT UNITED WAY REPORT ABOUT ALICE, INDIVIDUALS WHO ARE ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED.FINANCIAL PRESSURES CAN PUT STRESS ON ANY FAMILY. IMAGINE HOW MUCH MORE DIFFICULT IT IS FOR OUR NEIGHBORS WHO ARE WORKING HARD - SOMETIMES AT TWO OR THREE JOBS - AND ARE STILL STRUGGLING TO MAKE HOUSEHOLD PAYMENTS, PROVIDE MEDICAL COVERAGE FOR THEIR FAMILIES, AND KEEP NUTRITIOUS FOOD ON THE TABLE EACH DAY.UNITED WAY OF NORTHERN NEW JERSEY IS FOCUSED ON IMPROVING INCOME OPPORTUNITIES FOR OUR NEIGHBORS IN NEED. WE ARE DEVELOPING STRATEGIES TO HELP INDIVIDUALS ATTAIN AND RETAIN JOBS THAT PAY A FAMILY-SUSTAINING WAGE, WHILE ALSO CREATING A COMMUNITY WHERE EVERYONE HAS ACCESS TO AFFORDABLE HOUSING OPPORTUNITIES AND THE SUPPORT NEEDED TO ACHIEVE FINANCIAL STABILITY. STREGTHENING THE FINANCIAL FOUNDATION FOR ALLUNITED WAY RESEARCH FOUND MORE THAN HALF OF THE JOBS IN NEW JERSEY PAY LESS THAN $20 PER HOUR, EQUATING TO ONLY $40,000 ANNUALLY IF THE JOB IS FULL-TIME. THE REALITY IS MOST OF THESE JOBS PAY FAR LESS AT $10 - $15 PER HOUR.MANY OF OUR ALICE NEIGHBORS ARE WORKING IN LOW-PAYING JOBS THAT DO NOT OFFER HEALTH CARE OR OPPORTUNITIES FOR CAREER ADVANCEMENT. AS A RESULT, THEY ARE OFTEN FORCED TO CHOOSE BETWEEN PAYING HOUSEHOLD BILLS AND PUTTING FOOD ON THE TABLE. THEY LIVE EACH DAY ONE EMERGENCY AWAY FROM FALLING INTO POVERTY AND HAVE NO MEANS TO BUILD SAVINGS.UNITED WAY OF NORTHERN NEW JERSEY IS FOCUSED ON ENSURING INDIVIDUALS HAVE THE SKILLS NECESSARY TO MEET THE NEEDS OF AREA EMPLOYERS, AND THE KNOWLEDGE OF WHERE TO FIND JOBS THAT MATCH THEIR ABILITIES AND PAY A FAMILY-SUSTAINING WAGE. WE ARE ALSO HELPING ALICE FAMILIES AND INDIVIDUALS GET BACK ON THEIR FEET BY PROVIDING FINANCIAL EDUCATION, FREE SERVICES LIKE TAX PREPARATION AND FINANCIAL AND CAREER MENTORING, AND CONNECTIONS TO COMMUNITY RESOURCES.INCREASING ACCESS TO AFFORDABLE HOUSINGTHE COST OF HOUSING IN NEW JERSEY IS THE FIFTH HIGHEST IN THE NATION. THERE ARE FAR TOO FEW AFFORDABLE OPTIONS TO MEET THE NEED OF OUR 1.1 MILLION ALICE AND POVERTY-LEVEL FAMILIES.WHILE THESE INDIVIDUALS PERFORM JOBS ESSENTIAL TO OUR COMMUNITIES, MANY ARE FORCED TO MOVE AWAY TO FIND LOWER-COST OPTIONS. AS A RESULT, HIGHER TRANSPORTATION COSTS, EXPENSIVE CAR REPAIRS, AND EXTENDED CHILD CARE HOURS PUT MORE STRESS ON ALREADY STRAPPED BUDGETS.UNITED WAY OF NORTHERN NEW JERSEY IS COMMITTED TO ENSURING MORE AFFORDABLE HOUSING OPTIONS ARE AVAILABLE IN OUR REGION. WE BELIEVE EVERYONE SHOULD HAVE ACCESS TO SAFE, PERMANENT HOUSING WITHIN THEIR BUDGET. UNITED WAY IS DRIVING COMMUNITY CHANGES SO THAT MORE PEOPLE ARE FINANCIALLY STABLE.RESULTS...IN THE LAST YEAR WE:- COLLABORATED WITH COMMUNITY PARTNERS TO HELP RESIDENTS WITH FREE TAX PREPARATION, FILING NEARLY 5,000 FREE RETURNS IN 2013, SAVING RESIDENTS AN ESTIMATED $940,000 IN TAX PREPARATION FEES AND HELPING THEM CLAIM MORE THAN $1.8 MILLION IN TAX CREDITS.- UNITED WAY AND ITS PARTNERS FILED THE LARGEST NUMBER OF TAX RETURNS IN THE REGION AS IRS VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROVIDERS.- HELPED MORE THAN 950 INDIVIDUALS AND FAMILIES WORK TOWARD FINANCIAL INDEPENDENCE THROUGH FINANCIAL MENTORING, FREE SERVICES, AND EDUCATIONAL PROGRAMS.- HELPED MORE THAN 200 JOB SEEKERS IN THE PAST TWO YEARS WITH FREE CAREER COACHING AND JOB TRAINING RESOURCES. 2806800 1190058 HEALTH: BUILDING HEALTHIER COMMUNITIES.THE AMERICAN ACADEMY OF FAMILY PHYSICIANS REPORTS THAT TWO-THIRDS OF ALL DOCTOR VISITS ARE DUE TO STRESS-RELATED AILMENTS AND 80 TO 90 PERCENT OF ALL DISEASES ARE STRESS-RELATED.IMAGINE THE STRESS ASSOCIATED WITH PROVIDING CARE FOR AN AILING LOVED ONE WHILE HOLDING DOWN A JOB AND SUPPORTING A FAMILY. UNITED WAY OF NORTHERN NEW JERSEY IS FOCUSED ON HELPING AREA RESIDENTS NAVIGATE THESE STRESSES BY CREATING A CULTURE OF SUPPORT FOR UNPAID FAMILY CAREGIVERS SO THEY CAN BETTER MAINTAIN THEIR OWN HEALTH WHILE TENDING TO THE NEEDS OF A LOVED ONE.UNITED WAY CAREGIVERS COALITIONFAMILIES ARE THE MAINSTAY OF OUR LONG-TERM HEALTH CARE SYSTEM, WITH 80 PERCENT OF LONG-TERM CARE PROVIDED IN THE HOME. ACCORDING TO METLIFE AND AARP, THE VALUE OF THE CARE PROVIDED AT HOME BY CAREGIVERS IS AN ESTIMATED $450 BILLION EACH YEAR! IF UNPAID FAMILY CAREGIVERS DID NOT PROVIDE THE BULK OF THE ESSENTIAL, DAY-TO-DAY CARE FOR THESE INDIVIDUALS, OUR HEALTH CARE SYSTEM WOULD BE CRIPPLED BY THE ADDED BURDEN.WHEN CAREGIVERS TALK ABOUT THEIR OWN WELL-BEING, STRESS - FINANCIAL, PHYSICAL, AND EMOTIONAL - SEEMS TO BE THE MOST PERVASIVE HEALTH PROBLEM IN THEIR LIVES. STUDIES REVEAL THAT CAREGIVERS HAVE HIGHER LEVELS OF STRESS THAN NON-CAREGIVERS, AS WELL AS HIGHER MORTALITY RATES.UNITED WAY PROVIDES RELIEF FOR THOSE SHOULDERING THE BURDEN OF PROVIDING CARE FOR THEIR LOVED ONES. BY IMPROVING CONDITIONS - IN OUR COMMUNITY AND IN THE WORKPLACE - WE ARE WORKING TO ENSURE THE DEMANDS OF CAREGIVING DO NOT JEOPARDIZE A PERSON'S EMPLOYMENT AND HEALTH.UNITED WAY IS DRIVING COMMUNITY CHANGES SO THAT MORE PEOPLE ARE HEALTHY.RESULTS ...IN THE LAST YEAR WE:- PROVIDED MORE THAN 730 CAREGIVERS WITH BETTER ACCESS TO THE RESOURCES, SERVICES, EDUCATION, AND SUPPORT THEY NEED TO SUSTAIN THEM IN THIS ROLE.- HELD MORE THAN 100 MEETINGS, SPECIALIZED CONFERENCES, WORKSHOPS, AND EVENTS TO ASSIST CAREGIVERS IN THEIR JOURNEY.- EMBARKED ON CREATING A REGIONAL EDITION OF OUR COMPREHENSIVE CAREGIVER RESOURCE, PATHWAYS FOR CAREGIVERS. CAREGIVERS CREDIT THIS UNIQUE GUIDEBOOK AS A LIFELINE - PROVIDING THEM WITH INVALUABLE INFORMATION, IDEAS, AND RESOURCES ON ISSUES OF AGING, DISABILITY, OR MENTAL ILLNESS.- PRODUCED A FREE EDUCATIONAL VIDEO SERIES DESIGNED TO HELP UNPAID FAMILY CAREGIVERS NAVIGATE THE CHALLENGES OF CARING FOR AN AGING LOVED ONE, CALLED THE INFORMED CAREGIVER: AN EDUCATION SERIES FOR CAREGIVERS OF AGING LOVED ONES. 2354503 931349 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. 2354503 931349 12480397 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 43 0 1 61 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 17 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 SUSAN WETZEL 1.00 X 0 0 0 THEODORE O'DELL 1.00 X 0 0 0 HELEN ONG 1.00 X 0 0 0 MARK BODE 1.00 X 0 0 0 MICHAEL BREZNAK 1.00 X 0 0 0 KIMBERLY BURNETT 1.00 X 0 0 0 JAMES FURGESON 1.00 X 0 0 0 MICHAEL KERWIN 1.00 X 0 0 0 DR BARBARA-JAYNE LEWTHWAITE 1.00 X 0 0 0 MICHAEL MILLEGAN 1.00 X 0 0 0 ALISON MILLER 1.00 X 0 0 0 GREGORY OAKES 1.00 X 0 0 0 DR WILLIAM RODGERS III 1.00 X 0 0 0 PAUL ROSENBAUM 1.00 X 0 0 0 DON SHERIDAN 1.00 X 0 0 0 KRISHNA P VALLURIPALLI 1.00 X 0 0 0 BARBARA WHITE 1.00 X 0 0 0 JOHN BOLICH 1.00 X 0 0 0 DANIEL FETE 1.00 X 0 0 0 ELIN MUELLER 1.00 X 0 0 0 JOHN B FRANKLIN 40.00 X 181007 0 24622 BONNIE O'NEILL 40.00 X 89710 0 26645 THERESA LEPORE LEAMY 40.00 X 99345 0 21419 370062 0 72686 1 0 1 0 0 542777 267064 13079016 295500 13888857 122047 122047 309136 0 309136 309136 309136 42003 0 42003 42003 42003 262469 267064 165536 96933 96933 14458976 309136 0 260983 5174164 5174164 337987 122344 135477 80166 2467211 1507309 139737 820165 542246 327587 31687 182972 216443 126883 19720 69840 69753 38632 4810 26311 55585 30102 8269 17214 486342 337032 31749 117561 43889 26377 4940 12572 54723 43517 4414 6792 62600 25040 37560 116314 67748 10345 38221 157529 131705 5194 20630 46366 26249 5159 14958 SHARING WITH UNITED WAY 4123503 4123503 0 0 PROFESSIONAL FEES 321869 261708 15048 45113 SUPPLIES 85801 43943 5598 36260 EQUIPMENT MAINTENANCE A 76506 42901 8281 25324 64975 48693 3103 13179 14503806 12480397 458571 1564838 181999 0 4810788 4939813 3149390 2651869 46648 48537 76332 67491 3943079 2927710 1005606 1015369 4400847 5187549 60688 62288 13732298 13972916 243838 338775 1574798 1567214 51173 19000 58452 54996 1928261 1979985 X 8393862 8361421 1394411 1503867 2015764 2127643 11804037 11992931 13732298 13972916 X -44830 367159 -133435 X X 0 1 X 1 0 X 5274150 4526342 11158021 13908387 13888857 48755757 5274150 4526342 11158021 13908387 13888857 48755757 48755757 75556 57588 581930 460460 431183 1606717 217691 247316 262469 727476 51089950 727476 0.95430 0.98090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2148366 175567 78240 2245693 2263958 122678 -9237 229033 2148366 2316885 55791 108718 2263958 0.00000 0.89760 0.10240 0 0 36200 36200 2026451 1815234 211217 1173072 525636 647436 622247 528584 93663 85109 58256 26853 1015369 DEFERRED LEASE PAYABLE 54996 54996 X 9141362 367159 165536 532695 8608667 5850309 5850309 14458976 8952468 165536 165536 8786932 5716874 5716874 14503806 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 165,536. PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUE SHARING THAT WAS SHOWN NET OF CONTRIBUTIONS 5,716,874. ALLOWANCE FOR UNCOLLECTABLES 133,435. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 165,536. PART XII, LINE 4B - OTHER ADJUSTMENTS: REVENUE SHARING THAT WAS SHOWN NET OF CONTRIBUTIONS 5,716,874. PART XII & PART XII LINE 4B - MONIES RAISED BY UNITED WAY OF NORTHERN NJ AND SHARED WITH PARTICIPATING UNITED WAYS IN THE UNITED WAY WORLDWIDE TRI STATE REGION - 4,123,503. PART XII & PART XII LINE 4B - MONIES RAISED BY UNITED WAY OF NORTHERN NJ AND DESIGNATED TO NON PROFIT AGENCIES BY DONORS - 1,593,371. COMMERCIAL REAL ESTATE LUNCHEON 183475 114725 68750 23800 6850 HELP FOR CHILDREN CLASSIC GOLF OUTI 155200 64720 90480 91300 1060 6 190858 87619 103239 31180 19256 529533 267064 262469 146280 27166 173446 89023 0 MORRIS HABITAT FOR HUMANITY 274 SOUTH SALEM STREET DOVER NJ 07869 222675802 501C(3) 5362 FUNDED PARTNER DISTRIBUTION ABILITIES OF NORTHWEST JERSEY INC PO BOX 251 WASHINGTON NJ 07882 222053518 501C(3) 13647 FUNDED PARTNER DISTRIBUTION ADA BUDRICK 220 VREELAND AVE BOONTON NJ 07005 221863337 501C(3) 30392 FUNDED PARTNER DISTRIBUTION ADULT DAY CARE CENTER OF SOMERSET CTY INC 120 FINDERNE AVE BRIDGEWATER NJ 08807 222111573 501C(3) 46953 FUNDED PARTNER DISTRIBUTION ALTERNATIVES 600 FIRST AVE RARITAN NJ 08869 222318999 501C(3) 37560 FUNDED PARTNER DISTRIBUTION AMERICAN RED CROSS - NORTHERN NEW JERSEY 29 ELM ST MORRISTOWN NJ 07960 530196605 501C(3) 19541 FUNDED PARTNER DISTRIBUTION ANDERSON HOUSE 532 RT 523 WHITEHOUSE STATION NJ 08889 521786469 501C(3) 5000 FUNDED PARTNER DISTRIBUTION ARC OF ESSEX COUNTY 123 NAYLON AVE LIVINGSTON NJ 07039 521939663 501C(3) 37149 FUNDED PARTNER DISTRIBUTION ARC OF SOMERSET COUNTY 141 SOUTH MAIN ST MANVILLE NJ 08835 221968555 501C(3) 45435 FUNDED PARTNER DISTRIBUTION ARC OF WARREN COUNTY PO BOX 389 WASHINGTON NJ 07882 226018015 501C(3) 9186 FUNDED PARTNER DISTRIBUTION BIG BROTHERS BIG SISTERS OF HUNTERDON SOMERSET & WARREN PO BOX 123 WASHINGTON NJ 07882 222313175 501C(3) 15027 FUNDED PARTNER DISTRIBUTION BIG BROTHERS BIG SISTERS OF MORRIS COUNTY 1259 US HWY 46E BLDG 3 PARSIPPANY NJ 07054 222450889 501C(3) 23348 FUNDED PARTNER DISTRIBUTION CATHOLIC CHARITIES DIOCESE OF METUCHEN PO BOX 191 METUCHEN NJ 08840 222423496 501C(3) 62903 FUNDED PARTNER DISTRIBUTION CATHOLIC FAMILY & COMMUNITY SERVICES 48 WYKER ROAD FRANKLIN NJ 07416 221487121 501C(3) 23194 FUNDED PARTNER DISTRIBUTION CENTENARY COLLEGE 400 JEFFERSON STREET HACKETTSTOWN NJ 07840 221500484 501C(3) 5000 FUNDED PARTNER DISTRIBUTION CENTER FOR PREVENTION AND COUNSELING 61 SPRING ST NEWTON NJ 07860 237387757 501C(3) 97510 FUNDED PARTNER DISTRIBUTION CENTRAL JERSEY HOUSING RESOURCE CENTER 600 FIRST AVE SUITE 3 RARITAN NJ 08869 222928661 501C(3) 37077 FUNDED PARTNER DISTRIBUTION CHILD AND FAMILY RESOURCES 111 HOWARD BLVD MT ARLINGTON NJ 07856 221985526 501C(3) 20050 FUNDED PARTNER DISTRIBUTION CHILDREN ON THE GREEN 50 PARK PLACE MORRISTOWN NJ 07960 223256124 501C(3) 40109 FUNDED PARTNER DISTRIBUTION COLLINSVILLE CHILD CARE CENTER 901 ROUTE 10 WHIPPANY NJ 07981 221899892 501C(3) 20164 FUNDED PARTNER DISTRIBUTION COMMUNITY HOPE 199 POMEROY ROAD PARSIPPANY NJ 07054 222647038 501C(3) 6800 FUNDED PARTNER DISTRIBUTION COPE CENTER 14 BLOOMFIELD AVE MONTCLAIR NJ 07042 221968536 501C(3) 22687 FUNDED PARTNER DISTRIBUTION CORNERSTONE 62 ELM ST MORRISTOWN NJ 07960 221489900 501C(3) 224369 FUNDED PARTNER DISTRIBUTION CRAWFORD HOUSE 362 SUNSET ROAD SKILLMAN NJ 08558 222184975 501C(3) 17243 FUNDED PARTNER DISTRIBUTION DAWN CENTER FOR INDEPENDENT LIVING INC 30 BROAD ST UNIT 5 DENVILLE NJ 07834 223496995 501C(3) 20334 FUNDED PARTNER DISTRIBUTION DEIRDRE'S HOUSE 8 COURT ST MORRISTOWN NJ 07960 223308574 501C(3) 24987 FUNDED PARTNER DISTRIBUTION DOMESTIC ABUSE & SEXUAL ASSAULT CRISIS CENTER PO BOX 423 BELVIDERE NJ 07823 222357790 501C(3) 15293 FUNDED PARTNER DISTRIBUTION DOMESTIC ABUSE & SEXUAL ASSAULT INTERVENTION SERVICES PO BOX 805 NEWTON NJ 07860 222055702 501C(3) 19020 FUNDED PARTNER DISTRIBUTION DOVER CHILD CARE CENTER INC 50 N MORRIS ST DOVER NJ 07801 237032636 501C(3) 65401 FUNDED PARTNER DISTRIBUTION DRESS FOR SUCCESS 25 COOK AVE MADISON NJ 07940 223661183 501C(3) 10943 FUNDED PARTNER DISTRIBUTION EL PRIMER PASO 29 SEGUR ST DOVER NJ 07801 222124259 501C(3) 24122 FUNDED PARTNER DISTRIBUTION ELIJAH'S PROMISE 211 LIVINGSTON AVE NEW BRUNSWICK NJ 08901 223055539 501C(3) 34620 FUNDED PARTNER DISTRIBUTION EMPLOYMENT HORIZONS 10 RIDGEDALE AVE CEDAR KNOLLS NJ 07927 221612741 501C(3) 18851 FUNDED PARTNER DISTRIBUTION FAMILY AND COMMUNITY SERVICES OF SOMERSET COUNTY 339 WEST SECOND ST BOUND BROOK NJ 08805 221508565 501C(3) 31853 FUNDED PARTNER DISTRIBUTION FAMILY GUIDANCE CENTER OF WARREN COUNTY 492 ROUTE 57 WEST WASHINGTON NJ 07882 221622427 501C(3) 13852 FUNDED PARTNER DISTRIBUTION FAMILY PROMISE OF MORRIS COUNTY PO BOX 1494 MORRISTOWN NJ 07962 521572014 501C(3) 26644 FUNDED PARTNER DISTRIBUTION FAMILY PROMISE OF WARREN COUNTY PO BOX 267 OXFORD NJ 07863 204557357 501C(3) 6638 FUNDED PARTNER DISTRIBUTION FAMILY SERVICE OF MORRIS COUNTY 62 ELM ST MORRISTOWN NJ 07960 221489900 501C(3) 26280 FUNDED PARTNER DISTRIBUTION FOOD BANK NETWORK OF SOMERSET COUNTY PO BOX 149 BOUND BROOK NJ 08805 222405550 501C(3) 8865 FUNDED PARTNER DISTRIBUTION FRANKLIN TOWNSHIP FOODBANK PO BOX 333 SOMERSET NJ 08875 222406472 501C(3) 15193 FUNDED PARTNER DISTRIBUTION FREEDOM HOUSE INC PO BOX 367 GLEN GARDNER NJ 08826 222638093 501C(3) 23538 FUNDED PARTNER DISTRIBUTION GIRL SCOUTS OF NORTHERN NEW JERSEY 95 NEWARK POMPTON TURNPIKE RIVERDALE NJ 07457 221512252 501C(3) 7441 FUNDED PARTNER DISTRIBUTION GREATER MORRISTOWN YMCA 79 HORSE HILL ROAD CEDAR KNOLLS NJ 07927 221487618 501C(3) 48919 FUNDED PARTNER DISTRIBUTION HEAD START 18 THOMPSON AVE DOVER NJ 07801 222507286 501C(3) 101723 FUNDED PARTNER DISTRIBUTION HOMECORP 1 WOODLAND AVE MONTCLAIR NJ 07042 222904529 501C(3) 15000 FUNDED PARTNER DISTRIBUTION HOMELESS SOLUTIONS 6 DUMONT PLACE 3RD FLR MORRISTOWN NJ 07801 222491675 501C(3) 58709 FUNDED PARTNER DISTRIBUTION HOPE HOUSE PO BOX 851 19-21 BELMONT AVE DOVER NJ 07801 222921100 501C(3) 19804 FUNDED PARTNER DISTRIBUTION HOUSING PARTNERSHIP FOR MORRIS COUNTY 2 EAST BLACKWELL ST SUITE 12 DOVER NJ 07801 223194848 501C(3) 6159 FUNDED PARTNER DISTRIBUTION INTERFAITH COUNCIL FOR HOMELESS FAMILIES PO BOX 1494 MORRISTOWN NJ 07962 521572014 501C(3) 5900 FUNDED PARTNER DISTRIBUTION INTERFAITH COUNCIL FOR HOMELESS FAMILIES - UNION COUNTY 905 WATCHUNG AVE PLAINFIELD NJ 07061 222698334 501C(3) 6287 FUNDED PARTNER DISTRIBUTION INTERFAITH HOSPITALITY NETWORK OF 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PARTNER DISTRIBUTION LITERACY VOLUNTEERS OF MORRIS COUNTY 10 PINE ST MORRISTON NJ 07960 222815591 501C(3) 15671 FUNDED PARTNER DISTRIBUTION LITERACY VOLUNTEERS OF SUSSEX COUNTY PO BOX 453 NEWTON NJ 07860 223301442 501C(3) 7650 FUNDED PARTNER DISTRIBUTION MADISON AREA YMCA 111 KINGS ROAD MADISON NJ 07940 221487385 501C(3) 7757 FUNDED PARTNER DISTRIBUTION MARTIN LUTHER KING YOUTH CENTER 1298 PRINCE ROGERS AVE BRIDGEWATER NJ 08807 222043677 501C(3) 52845 FUNDED PARTNER DISTRIBUTION MENTAL HEALTH ASSOCIATION OF ESSEX COUNTY INC 33 SOUTH FULLERTON AVE MONTCLAIR NJ 07042 221568147 501C(3) 10211 FUNDED PARTNER DISTRIBUTION MENTAL HEALTH ASSOCIATION OF MORRIS COUNTY 100 ROUTE 46 EAST BLDG C MOUNTAIN LAKES NJ 07046 221544375 501C(3) 24037 FUNDED PARTNER DISTRIBUTION MIDDLE EARTH PO BOX 8045 BRIDGEWATER NJ 08807 221976521 501C(3) 59037 FUNDED PARTNER DISTRIBUTION MONARCH HOUSING ASSOCIATES 29 ALDEN STREET CRANFORD NJ 07016 223094991 501C(3) 17500 FUNDED PARTNER DISTRIBUTION MONTCLAIR FUND FOR 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DISTRIBUTION UJC OF METROWEST 901 ROUTE 10 PO BOX 929 WHIPPANY NJ 07981 221487222 501C(3) 6500 FUNDED PARTNER DISTRIBUTION VISITING HOMEMAKER SERVICE OF WARREN COUNTY INC PO BOX 306 WASHINGTON NJ 07882 221808699 501C(3) 12626 FUNDED PARTNER DISTRIBUTION VISITING NURSE ASSN OF NORTHERN NEW JERSEY 38 ELM ST MORRISTOWN NJ 07960 221487368 501C(3) 51516 FUNDED PARTNER DISTRIBUTION VISITING NURSE ASSN OF SAINT CLARE'S 191 WOODPORT ROAD SPARTA NJ 07871 221768334 501C(3) 9910 FUNDED PARTNER DISTRIBUTION VNA OF SOMERSET HILLS 200 MT AIRY BASKING RIDGE NJ 07920 222888648 501C(3) 5699 FUNDED PARTNER DISTRIBUTION WEST ESSEX YMCA OF THE METRO ORANGES 321 S LIVINGSTON AVE LIVINGSTON NJ 07039 221487387 501C(3) 25000 FUNDED PARTNER DISTRIBUTION WOMEN'S HEALTH AND COUNSELING CENTER 71 FOURTH ST SOMERVILLE NJ 08876 222389503 501C(3) 55690 FUNDED PARTNER DISTRIBUTION YMCA OF MONTCLAIR 25 PARK STREET MONTCLAIR NJ 07042 221487617 501C(3) 25000 FUNDED PARTNER DISTRIBUTION YMCA OF SOMERSET VALLEY 2 GREEN STREET SOMERVILLE NJ 08876 221537698 501C(3) 11191 FUNDED PARTNER DISTRIBUTION ANCHOR HOUSE 482 CENTRE STREET TRENTON NJ 08611 222229995 501C(3) 8091 DONOR DESIGNATION FAMILY INTERVENTION SERVICES 86 HARRISON ST EAST ORANGE NJ 07018 222368489 501C(3) 7500 DONOR DESIGNATION GAY AND LESBIAN ALLIANCE AGAINST DEFAMATION 5455 WILSHIRE BLVD LOS ANGELES CA 90036 133384027 501C(3) 7938 DONOR DESIGNATION HEALTHCARE CHAPLAINCY 315 EAST 62ND STREET FLR 4 NEW YORK NY 10065 132634080 501C(3) 11250 DONOR DESIGNATION HOMELESS SOLUTIONS 6 DUMONT PLACE 3RD FLR MORRISTOWN NJ 07960 222491675 501C(3) 10680 DONOR DESIGNATION HURRICANE SANDY NEW JERSEY RELIEF FUND PO BOX 6200 MERRIFIELD VA 22116 364745729 501C(3) 21352 DONOR DESIGNATION JUVENILE DIABETES RESEARCH FOUNDATION 26 BROADWAY 14TH FLR NEW YORK NY 10004 231907729 501C(3) 10013 DONOR DESIGNATION LIFE SKILLS FOUNDATION 10176 CORP SQUARE SUITE 100 ST LOUIS MO 63132 205576962 501C(3) 7500 DONOR DESIGNATION MIDLAND SCHOOL PO BOX 5026 NORTH BRANCH NJ 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DESIGNATION UNTED WAY OF GREATER LEHIGH VALLEY 1110 AMERICAN PARKWAY NE ALLENTOWN PA 18109 232657933 501C(3) 14232 DONOR DESIGNATION WARREN HOPITAL FOUNDATION 185 ROSEBERRY ST PHILLIPSBURG NJ 08865 222522476 501C(3) 6925 DONOR DESIGNATION X X X X 0 0 0 0 0 0 0 0 0 JOHN B FRANKLIN 181007 0 0 0 0 0 18500 0 6122 0 205629 0 0 0 X SCHOOL SUPPLIES 200 105392 FMV X HOLIDAY GIFTS 1000 190108 FMV 0 0 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: PART I, COLUMN (B): THE STUFF THE BUS PROGRAM RUNS FROM JULY THROUGH AUGUST AND INVOLVES THE COLLECTION OF SCHOOL SUPPLIES. THE ORGANIZATION RECEIVES REQUESTS FROM LOCAL ELEMENTARY AND MIDDLE SCHOOLS 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 DISTRIBUTED TO THE REQUESTING SCHOOLS FOR THE STUDENTS IN NEED. 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. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: ALLOWANCE FOR UNCOLLECTABLES -133,435. 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.