2025-12-16T14:29:38-06:00 2025-06-30 334358135 SAX ADVISORS LLC 389 INTERPACE PARKWAY STE 3 PARSIPPANY NJ 07054 990 2024-07-01 221487247 UNITED WAY OF NORTHERN NEW JERSEY INC UNIT 9739931160 222 RIDGEDALE AVENUE CEDAR KNOLLS NJ 07927 KIRAN HANDA GAUDIOSO CEO 9739931160 2025-12-16 1 0 MARQUS WHITE P00053187 9734726250 2025-12-16 2024 2025-03-06 01:10:19Z KIRAN HANDA GAUDIOSO 222 RIDGEDALE AVENUE CEDAR KNOLLS NJ 07927 12136379 0 X WWW.UNITEDWAYNNJ.ORG X 1950 NJ AT UNITED WAY, WE BELIEVE THAT ENSURING OPPORTUNITY AND STABILITY FOR ALICE (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED) HOUSEHOLDS LEADS TO A STRONGER COMMUNITY FOR ALL. UNITED WAY IS WORKING TOWARD A FUTURE WHERE ALL WORKERS CAN AFFORD TO SAVE FOR AN EMERGENCY, ACCESS AFFORDABLE, QUALITY CHILD CARE AND HAVE THE OPPORTUNITY TO ACHIEVE THEIR POTENTIAL IN THE WORKPLACE. 23 23 63 3724 0 0 9407235 9014102 0 0 -325127 414641 -255488 -6092 8826620 9422651 3063913 2920147 0 0 5071050 5916275 0 0 1716007 1565184 1463789 9700147 10300211 -873527 -877560 19349690 19504062 4307582 3917399 15042108 15586663 X OUR MISSION IS TO MAKE ALICE THE TRUSTED STANDARD FOR MEASURING FINANCIAL HARDSHIP BY EQUIPPING NONPROFITS, GOVERNMENTS, BUSINESSES, AND ACADEMIC INSTITUTIONS WITH CONSISTENT, EVIDENCE-BASED DATA. WE AIM TO EMPOWER COMMUNITIES AND STAKEHOLDERS TO DEVELOP INFORMED STRATEGIES AND SOLUTIONS THAT DRIVE MEANINGFUL, LASTING CHANGE. THIS INCLUDES HOW FINANCIAL INSECURITY IS UNDERSTOOD AND DISCUSSED MOVING BEYOND OUTDATED LABELS TO AN ACCURATE, INCLUSIVE NARRATIVE THAT REFLECTS THE REALITIES OF MILLIONS. 0 0 3374295 UNITED IN CARE:AT UNITED WAY, WE BELIEVE THAT PROVIDING ALL CHILDREN WITH A QUALITY EARLY EDUCATION AND BOLSTERING THE CHILD CARE ENTREPRENEURS WHO EDUCATE THEM SUPPORTS A STRONGER WORKFORCE TODAY AND INTO THE FUTURE. UNITED IN CARE ADDRESSES THE COMPLEXITIES OF THE CHILD CARE SYSTEM FROM EVERY ANGLE. WE OFFER A LIFELINE FOR BOTH WORKING FAMILIES NEEDING QUALITY, AFFORDABLE CARE, AND FOR HIGHLY TRAINED PROVIDERS WHO WORK AT LOW WAGES. THROUGH TUITION ASSISTANCE, WE ENSURE CHILDREN FROM ALICE FAMILIES HAVE ACCESS TO QUALITY CARE THAT WILL SET THEM UP FOR LIFELONG SUCCESS. AND FOR CHILD CARE PROVIDERS, WE DELIVER TECHNICAL ASSISTANCE, CAPITAL SUPPORT, QUALITY TRAINING, AND ACCESS TO A PEER NETWORK, HELPING THEIR BUSINESSES THRIVE. 1465065 UNITED FOR ALICE:UNITED FOR ALICE IS A DRIVER OF INNOVATION, RESEARCH AND ACTION TO IMPROVE LIFE ACROSS THE COUNTRY FOR ALICE AND FOR ALL. THROUGH THE DEVELOPMENT OF THE ALICE MEASUREMENTS, A COMPREHENSIVE, UNBIASED PICTURE OF FINANCIAL HARDSHIP HAS EMERGED. HARNESSING THIS DATA AND RESEARCH ON THE MISMATCH BETWEEN LOW-PAYING JOBS AND THE COST OF SURVIVAL, ALICE PARTNERS CONVENE, ADVOCATE, AND COLLABORATE ON SOLUTIONS THAT PROMOTE FINANCIAL STABILITY AT LOCAL, STATE AND NATIONAL LEVELS. THIS GRASSROOTS ALICE MOVEMENT, LED BY UNITED WAY OF NORTHERN NEW JERSEY, HAS SPREAD TO 40 STATES AND INCLUDES UNITED WAYS, CORPORATIONS, NONPROFITS AND FOUNDATIONS. 1394323 598012 FINANCIAL EMPOWERMENT:WE BELIEVE THAT PUTTING IN A HARD DAY'S WORK SHOULD MEAN THAT ALICE WORKERS CAN AFFORD BASIC BILLS AND SET ASIDE SAVINGS TO SUPPORT THEIR FAMILIES ON GOOD DAYS AND BAD. NEARLY ONE-THIRD OF NORTHERN NEW JERSEY HOUSEHOLDS ARE WALKING A FINANCIAL TIGHTROPE, UNABLE TO MEET EXPENSES, DEAL WITH UNEXPECTED HARDSHIPS, AND SAVE FOR THE FUTURE. WE PROVIDE HANDS-ON SERVICES AND EDUCATION TO EMPOWER LOCAL FAMILIES ON THEIR PATH TO FINANCIAL STABILITY. WE OFFER FREE FINANCIAL EDUCATION WORKSHOPS ON A RANGE OF TOPICS, IN BOTH SPANISH AND ENGLISH. AND WE DELIVER A FREE TAX PREPARATION PROGRAM THAT ENSURES OUR CLIENTS RECEIVE FREE IRS-QUALIFIED TAX PREPARATION. DURING TAX FILING SEASON, THOSE WITHOUT SUFFICIENT KNOWLEDGE OF TAX LAWS OR THE RESOURCES TO HIRE A TAX PREPARER CAN BE AT A DISADVANTAGE. INDIVIDUALS AND FAMILIES MIGHT MISS OUT ON PROGRAMS, CREDITS AND DEDUCTIONS THAT COULD HELP LOWER THEIR TAX LIABILITY OR RESULT IN A REFUND THAT COULD HELP PAY DOWN BILLS OR CREATE SAVINGS FOR FUTURE EMERGENCIES. WE ENSURE ALL APPROPRIATE DEDUCTIONS AND CREDITS ARE CLAIMED TO MAXIMIZE REFUNDS. 844625 2322135 ALICE AT WORK: UNITED FOR ALICE AT WORK HELPS BUSINESSES IMPLEMENT POLICIES THAT ENHANCE WORKFORCE SUCCESS AND SUSTAINABILITY. PARTNERING WITH LOCAL UNITED WAYS AND FORWARD-THINKING COMPANIES, WE HELP EMPLOYERS BUILD STRATEGIES TO REDUCE TURNOVER, INCREASE RETENTION AND BOOST ENGAGEMENT.WITH 42% OF U.S. HOUSEHOLDS FACING FINANCIAL INSTABILITY, ALICE WORKERS STRUGGLE DAILY TO MAKE ENDS MEET. ALICE AT WORK RESPONDS BY OFFERING A COMPREHENSIVE PROGRAM FOR BUSINESS LEADERS. THE PROGRAM HELPS EMPLOYERS UNDERSTAND THEIR WORKFORCE THROUGH THE LENS OF DATA AND HUMAN EXPERIENCE, WHICH FOSTERS DIGNITY, RESILIENCE AND OPPORTUNITY.ALICE@WORK PROVIDES KEY OFFERINGS, INCLUDING:- COMPANY DATA REPORT.- DYNAMIC, REAL-TIME COURSE FACILITATION LED BY AN EXPERT TRAINER ENGAGES PARTICIPANTS IN INTERACTIVE SESSIONS, EITHER VIRTUALLY OR IN-PERSON. THIS APPROACH HELPS BUSINESSES REFINE INTERNAL STRATEGIES AND GAIN DEEPER INSIGHTS INTO EMPLOYEES' EXPERIENCES, WHILE ENSURING RESPONSIVENESS TO PARTICIPANTS' NEEDS.- 12-MONTH ENGAGEMENT ON ACTION PLANNING. 536460 ALICE IN CRISIS:AS MANY ALICE HOUSEHOLDS ARE UNABLE TO ESTABLISH SAVINGS, ONE EMERGENCY BE IT A JOB LOSS, A NATURAL DISASTER OR AN ILLNESS CAN SPELL FINANCIAL RUIN FOR ALICE HOUSEHOLDS. RECOVERING FROM SUCH A FINANCIAL BLOW CAN BE FAR MORE COSTLY IN THE LONG TERM THAN PREVENTING A DOWNWARD SPIRAL. THAT'S WHY WE'RE WORKING TO ADDRESS CRISIS RESILIENCE IN COMMUNITIES WITH FRAGILE INFRASTRUCTURE. WE WORK TO EMPOWER ALICE HOUSEHOLDS, BUILDING THEIR RESILIENCY IN THE FACE OF AN EVERYDAY CRISIS OR NATURAL DISASTER. WE PROVIDE CRITICAL INFORMATION AND RESOURCES, INVEST IN IMMEDIATE RELIEF, AND HELP LEAD LONG-TERM RECOVERY EFFORTS. 248864 GENERAL COMMUNITY SUPPORTS:UNITED WAY OF NORTHERN NEW JERSEY IS FUELING A MOVEMENT THAT'S DRIVING MEANINGFUL CHANGE FOR ALICE FAMILIES IN OUR STATE AND ACROSS THE COUNTRY. TODAY, THE ALICE MOVEMENT HAS EXPANDED TO INCLUDE PARTNERS IN 40 STATES AND THE DISTRICT OF COLUMBIA. WE ARE ACHIEVING THIS LOCALLY AND ACROSS THE COUNTRY THROUGH OUR UNBIASED DATA INSIGHTS, INNOVATIVE SOLUTIONS AND ON-THE-GROUND IMPACT. - WE PRODUCE DATA AT THE NATIONAL, STATE AND LOCAL LEVELS, EQUIPPING PARTNERS IN 40 STATES TO ADVOCATE, EDUCATE AND CHAMPION CHANGE.- WE HOST A BIANNUAL NATIONAL ALICE SUMMIT THAT CONVENES PARTNERS FROM ACROSS THE COUNTRY TO INSPIRE AND INFORM THE MOVEMENT WITH THE LATEST DATA, TRENDS AND REPLICABLE SOLUTIONS - WE RAISE ALICE'S PROFILE BY AMPLIFYING ALICE VOICES IN THE NEWS, AT EVENTS, AND ON SOCIAL MEDIA.- WE DEVELOP EVIDENCE-BASED SOLUTIONS THAT ARE GROWING THE AVAILABILITY OF CHILD CARE IN NEW JERSEY AND PARTNERING WITH EMPLOYERS TO IMPROVE LIFE FOR ALICE WORKERS AROUND THE COUNTRY.- WE ARE BUILDING RESILIENCE FOR ALICE FAMILIES AND OUR COMMUNITIES THROUGH EDUCATION, FREE SERVICES AND FINANCIAL RELIEF.- WE ORGANIZE VOLUNTEERS AND IN-KIND DONATIONS, COLLECTING SCHOOL SUPPLIES, STOCKING PANTRIES AND DISTRIBUTING GIFTS TO MORE THAN 5,000 NEW JERSEY FAMILIES. 1629949 2322135 7863632 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 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 68 0 1 63 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X X KIRAN HANDA GAUDIOSO 9739931160 222 RIDGEDALE AVENUE CEDAR KNOLLS NJ 07927 SARAH LECHNER CHAIR 1.00 X X 0 0 0 LAMONT BRYANT VICE CHAIR 1.00 X X 0 0 0 AYO BADEJO SECRETARY 1.00 X X 0 0 0 NICHOLAS LORDI TREASURER 1.00 X X 0 0 0 ALETHIA MENDEZ BOARD MEMBER 1.00 X 0 0 0 MIKE FLYNN BOARD MEMBER 1.00 X 0 0 0 STEVEN MAGEE BOARD MEMBER 1.00 X 0 0 0 MEGHAN HUNSCHER BOARD MEMBER 1.00 X 0 0 0 MARK ROMANSKI BOARD MEMBER 1.00 X 0 0 0 LAUREN BARRA ROURKE BOARD MEMBER 1.00 X 0 0 0 KEITH D BARRACK BOARD MEMBER 1.00 X 0 0 0 JOSEPH PICHAMUTHU BOARD MEMBER 1.00 X 0 0 0 PETER SCHLICKSUP BOARD MEMBER 1.00 X 0 0 0 JAN BROWN HELGESON BOARD MEMBER 1.00 X 0 0 0 JILLIAN KENNEDY BOARD MEMBER 1.00 X 0 0 0 JACKLYN DIMITRIOU BOARD MEMBER 1.00 X 0 0 0 HIMA RAJU BOARD MEMBER 1.00 X 0 0 0 THEODORE O'DELL BOARD MEMBER 1.00 X 0 0 0 BRIAN BOVINO BOARD MEMBER 1.00 X 0 0 0 ARDAMAN SINGH BOARD MEMBER 1.00 X 0 0 0 SUSANNE D BROWN BOARD MEMBER 1.00 X 0 0 0 LESLIE TRAVER BOARD MEMBER 1.00 X 0 0 0 RUCHI NIRULA BOARD MEMBER 1.00 X 0 0 0 BRYAN EVANS BOARD MEMBER (FORMER) 1.00 X 0 0 0 KEN FINNERTY BOARD MEMBER (FORMER) 1.00 X 0 0 0 EDNAN RIZVI BOARD MEMBER (FORMER) 1.00 X 0 0 0 MARIANNE SZAWALUK BOARD MEMBER (FORMER) 1.00 X 0 0 0 VANESSA TRESPALACIOS BOARD MEMBER (FORMER) 1.00 X 0 0 0 BENJAMIN WEISMAN BOARD MEMBER (FORMER) 1.00 X 0 0 0 KIRAN HANDA GAUDIOSO CEO 35.00 X 234430 0 23792 THERESA LEAMY CEIO 35.00 X 172061 0 17555 STEPHANIE HOOPES DIRECTOR OF UFA 35.00 X 155575 0 46339 GEORGE XUEREB SR VP RESOURCE DEVELOPMENT 35.00 X 122231 0 36313 MICHELLE ROERS SR VP 35.00 X 116288 0 42411 LAURA BRUNO SR VP 35.00 X 111860 0 31590 LYNN WECKWORTH SR VP 35.00 X 110207 0 22721 1022652 0 220721 7 0 1 0 0 5249 747475 2247293 6014085 199070 9014102 370149 370149 2464319 2419827 44492 44492 44492 198577 747475 293901 -95324 -95324 MISCELLANEOUS 900099 89232 89232 89232 9422651 0 0 408549 2920147 2920147 705800 493371 77620 134809 3734841 2564916 438259 731666 318138 206937 24770 86431 783230 502626 68222 212382 374266 234016 48458 91792 5940 5940 47343 47343 80459 60578 5656 14225 485010 331767 3331 149912 51973 5990 45983 74295 58357 585 15353 37230 19235 4158 13837 65753 50965 3951 10837 24580 18443 362 5775 103648 77072 7870 18706 138995 84909 16119 37967 74483 59868 3905 10710 11465 8461 803 2201 23742 17522 1662 4558 EQUIPMENT MAINTENANCE A 209950 92103 8002 109845 EVENTS FRIENDRAISING 13794 13794 POSTAGE 8388 4553 388 3447 MEMBERSHIPS AND SUBSCRI 6741 4453 511 1777 10300211 7863632 720572 1716007 3356400 1882964 99562 66207 452199 320248 12292 8643 215813 210262 17017 5551 15410220 17218449 2000 2000 19349690 19504062 347580 662500 9997 12415 3950005 3242484 4307582 3917399 X 12843778 13277358 2198330 2309305 15042108 15586663 19349690 19504062 X -877560 1439833 -17718 X X 0 1 X 1 1 1 X 17218894 8854098 8871426 9407235 9014102 53365755 17218894 8854098 8871426 9407235 9014102 53365755 1021913 52343842 56736 220785 292124 406197 370149 1345991 18802 9417 2255 1509 89232 121215 54832961 0.95460 0.96270 X PART II, LINE 8 AND LINE 10, COLUMN (A) - (D) ADJUSTMENTS WERE MADE TO LINES 8 AND 10 FROM PRIOR YEARS TO SEPERATE OTHER REVENUE FROM THE INTEREST AND DIVIDEND REVENUE. THERE WAS NO CHANGE TO THE OVER ALL TOTALS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2156986 242105 128122 2270969 1956435 270948 70397 2156986 1817378 206251 67194 1956435 2209084 -298943 92763 1817378 1939867 487460 218243 2209084 0.60000 0.40000 0 0 206891 201340 5551 8922 8922 0 5551 X 10792812 1439833 95322 1535155 9257657 164994 164994 9422651 10248257 95322 95322 10152935 147276 147276 10300211 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. INTERPRETATION OF RELEVANT LAW: THE ORGANIZATION HAS INTERPRETED THE NEW JERSEY UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT ("NJUPMIFA") AS REQUIRING THE PRESERVATIONS OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, UNITED WAY OF NORTHERN NEW JERSEY CLASSIFIES AS NET ASSETS WITH DONOR RESTRICTIONS (A) THE ORIGINAL VALUE OF THE GIFTS DONATED TO THE ENDOWMENT IN PERPETUITY: (B) THE ORIGINAL VALUE OF SUBSEQUENT GIFTS TO THE ENDOWMENT IN PERPETUITY; AND (C) ACCUMULATIONS TO THE ENDOWMENT IN PERPETUITY MADE IN ACCORDANCE WITH THE DIRECTION OF THE APPLICABLE DONOR GIFT INSTRUMENT AT THE TIME THE ACCUMULATION IS ADDED TO THE FUND. THE REMAINING PORTION OF THE DONOR RESTRICTED ENDOWMENT FUND THAT IS NOT CLASSIFIED AS ENDOWMENT IN PERPETUITY IS CLASSIFIED AS ENDOWMENT SUBJECT TO APPROPRIATION AND EXPENDITURE WHEN A PARTICULAR EVENT OCCURS; OR ENDOWMENT SUBJECT TO SPENDING POLICY AND APPROPRIATION, UNTIL THOSE AMOUNTS ARE APPROPRIATED FOR EXPENDITURE BY UNITED WAY OF NORTHERN NEW JERSEY IN A MANNER CONSISTENT WITH THE STANDARD OF PRUDENCE PRESCRIBED BY NJUPMIFA. IN ACCORDANCE WITH NJUPMIFA, UNITED WAY OF NORTHERN NEW JERSEY CONSIDERS THE FOLLOWING FACTORS IN MAKING A DETERMINATION TO APPROPRIATE OR ACCUMULATE DONOR RESTRICTED ENDOWMENT FUNDS. 1. THE DURATION AND PRESERVATION OF THE FUND. 2. THE PURPOSES OF UNITED WAY OF NORTHERN NEW JERSEY AND THE DONOR RESTRICTED ENDOWMENT FUND. 3. GENERAL ECONOMIC CONDITIONS. 4. THE POSSIBLE EFFECT OF INFLATION AND DEFLATION. 5. THE EXPECTED TOTAL RETURN FROM INCOME AND THE APPRECIATION OF INVESTMENTS. 6. OTHER RESOURCES OF UNITED WAY OF NORTHERN NEW JERSEY. 7. THE INVESTMENT POLICIES OF UNITED WAY OF NORTHERN NEW JERSEY. SPENDING POLICY AND HOW THE INVESTMENT OBJECTIVES RELATED TO SPENDING POLICY: 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. FOR THE GENERAL ENDOWMENT FUND, THE SPENDING POLICY IS BETWEEN 5% AND 6% OF THE FUND VALUE AVERAGED OVER THE PRECEDING FIVE YEAR PERIOD AS OF DECEMBER 31 OF THAT 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. FOR THE DONOR RESTRICTED ENDOWMENT FUNDS, THERE ARE A RANGE OF SEPARATE FUNDS WHICH HAVE DONOR IMPOSED RESTRICTIONS AS TO TIME AND PURPOSE, AS WELL AS VARYING VALUATION DATES AND FORMULAS FOR THE CALCULATION 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 95,322. PART XI, LINE 4B - OTHER ADJUSTMENTS: REVENUE SHARING THAT WAS SHOWN NET OF CONTRIBUTIONS 147,276. ALLOWANCE FOR UNCOLLECTABLES 6,338. PRIOR YEAR CAMPAIGN COLLECTIONS 11,380. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 95,322. PART XII, LINE 4B - OTHER ADJUSTMENTS: REVENUE SHARING THAT WAS SHOWN NET OF CONTRIBUTIONS 147,276. GOLF 241608 150056 91552 1800 91552 56996 AWARDS LUNCHEON 333030 290829 42201 42202 26536 4 371414 306590 64824 1325 64825 8665 946052 747475 198577 3125 198579 92197 293901 -95324 0 BUSY PLACE EARLY LEARNING CENTER 444 CENTRAL AVENUE JERSEY CITY NJ 07307 061646648 501C3 571383 0 FUNDED PARTNER DISTRIBUTION GLASSBORO CHILD DEVELOPMENT CENTERS 31 SOUTH MAIN STREET GLASSBORO NJ 08028 221910475 501C3 200292 0 FUNDED PARTNER DISTRIBUTION CITIZEN ACTION OF NEW JERSEY 625 BROAD ST SUITE 270 NEWARK NJ 07102 222395222 501C3 101830 0 FUNDED PARTNER DISTRIBUTION PARSIPPANY CHILD DAY CARE CENTER 300 BALDWIN ROAD PARSIPPANY NJ 07054 221864906 501C3 71708 0 FUNDED PARTNER DISTRIBUTION UNITED WAY OF HUNTERDON COUNTY 4 WALTER FORAN BLVD FLEMINGTON NJ 08822 222431065 501C3 71250 0 FUNDED PARTNER DISTRIBUTION NORWESCAP 350 MARSHALL ST PHILLIPSBURG NJ 08865 221777156 501C3 70758 0 FUNDED PARTNER DISTRIBUTION UNITED WAY OF CENTRAL JERSEY INC 32 FORD AVENUE MILLTOWN NJ 08850 221520408 501C3 70498 0 FUNDED PARTNER DISTRIBUTION CAMPAIGN FOR WORKING FAMILIES 1415 N BROAD STREET SUITE 221-A PHILADELPHIA PA 19122 475617041 501C3 62664 0 FUNDED PARTNER DISTRIBUTION RYAN WOLFE KOSSAR FOUNDATION ONE MEADOWLANDS PLAZA SUITE 804 EAST RUTHERFORD NJ 07073 201658253 501C3 55663 0 FUNDED PARTNER DISTRIBUTION UNITED WAY OF PASSAIC COUNTY 301 MAIN STREET PATERSON NJ 07505 226070498 501C3 53772 0 FUNDED PARTNER DISTRIBUTION UNITED WAY OF GREATER MERCER COUNTY INC 3150 BRUNSWICK PKE SUITE 230 LAWRENCEVILLE NJ 08648 210683073 501C3 50916 0 FUNDED PARTNER DISTRIBUTION LITTLE WONDERS CC CENTER 5 WARNE WAY WASHINGTON NJ 07882 453755016 501C3 44040 0 FUNDED PARTNER DISTRIBUTION UNITED WAY OF KENTUCKY PO BOX 4653 LOUISVILLE KY 40204 311106795 501C3 40000 0 FUNDED PARTNER DISTRIBUTION UNITED WAY OF GREATER NEWARK 50 PARK PLACE STE 1025 NEWARK NJ 07102 226069078 501C3 27416 0 FUNDED PARTNER DISTRIBUTION VOLUNTEER CENTER OF BERGEN COUNTY INC 64 PASSAIC ST HACKENSACK NJ 07601 221821282 501C3 23500 0 FUNDED PARTNER DISTRIBUTION METRO UNITED WAY PO BOX 4488 LOUISVILLE KY 40204 610444680 501C3 20000 0 FUNDED PARTNER DISTRIBUTION UNITED WAY OF THE BLUEGRASS INC 2480 FORTUNE DRIVE SUITE 250 LEXINGTON KY 40509 610444679 501C3 20000 0 FUNDED PARTNER DISTRIBUTION HOPES COMMUNITY ACTION PARTNERSHIP 301 GARDEN STREET HOBOKEN NJ 07030 221801849 501C3 15666 0 FUNDED PARTNER DISTRIBUTION CHILD & FAMILY RESOURCES 111 HOWARD BLVD SUITE 104 MT ARLINGTON NJ 07856 221985526 501C3 14358 0 FUNDED PARTNER DISTRIBUTION CERTIFIED ANGELS 16 JEFFERSON STREET CLIFTON NJ 07055 465382497 501C3 13536 0 FUNDED PARTNER DISTRIBUTION MERCY CENTER NJ 1106 MAIN STREET ASBURY PARK NJ 07712 222664472 501C3 11750 0 FUNDED PARTNER DISTRIBUTION UNITED WAY OF GREATER UNION COUNTY 33 WEST GRAND STREET ELIZABETH NJ 07202 221904427 501C3 11750 0 FUNDED PARTNER DISTRIBUTION GIRL SCOUTS HEART OF NEW JERSEY 1171 STATE ROUTE 28 NORTH BRANCH NJ 08876 221638950 501C3 9450 0 FUNDED PARTNER DISTRIBUTION CHOOSE NEW JERSEY 11-43 RAYMOND PLAZA W SUITE 1420 NEWARK NJ 07102 272903875 501C3 7000 0 FUNDED PARTNER DISTRIBUTION 24 SCHEDULE I, PAGE 1, PART II UNITED WAY OF NORTHERN NEW JERSEY MANAGES CAMPAIGNS FOR CORPORATIONS WHO CHOSE TO DISTRIBUTE MONIES RAISED FOR CHARITABLE PURPOSES DIRECTLY TO THE RECIPIENT ORGANIZATIONS. FOR THE FISCAL YEAR ENDING JUNE 30, 2024, APPROXIMATELY $556K WAS DISTRIBUTED DIRECTLY. THE ORGANIZATION HAS NOT BEEN PROVIDED WITH THE DETAIL OF THE DONATIONS PAID DIRECTLY TO THE RECIPIENT DUE TO DONATION PRIVACY LAWS. X X X 0 0 0 0 0 0 0 0 0 KIRAN HANDA GAUDIOSO CEO 234430 0 0 0 0 0 23443 0 349 0 258222 0 0 0 STEPHANIE HOOPES DIRECTOR OF UFA 155575 0 0 0 0 0 15557 0 30782 0 201914 0 0 0 THERESA LEAMY CEIO 172061 0 0 0 0 0 17206 0 349 0 189616 0 0 0 MICHELLE ROERS SR VP 116288 0 0 0 0 0 11629 0 30782 0 158699 0 0 0 GEORGE XUEREB SR VP RESOURCE DEVELOPMENT 122231 0 0 0 0 0 12223 0 24090 0 158544 0 0 0 X HOLIDAY GIFTS 0 108304 FMV X SCHOOL SUPPLIES 0 90766 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B REVIEWED BY THE AUDIT COMMITTEE, WHICH IS COMPRISED OF BOARD MEMBERS AND COMMUNITY VOLUNTEERS. THE DRAFT FORM 990 IS CIRCULATED VIA E-MAIL TO THE AUDIT 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 -6,338. PRIOR YEAR CAMPAIGN COLLECTIONS -11,380. FORM 990 PAGE 12 PART XII LINE 2C THE ORGANIZATION HAS AN AUDIT COMMITTEE WHICH IS A COMMITTEE OF THE BOARD. IT IS RESPONSIBLE FOR THE REVIEW OF THE AUDITED FINANCIAL STATEMENTS AND 990 RETURN.