2014-11-14T10:27:47-06:00 2013-12-31 231144520 TAIT WELLER & BAKER LLP 1818 MARKET STREET SUITE 2400 PHILADELPHIA PA 19103 990 2013-01-01 221520408 UNITED WAY OF CENTRAL JERSEY INC UNIT 7322473727 32 FORD AVE MILLTOWN NJ 08850 Gloria Aftanski President, CPO 7322473727 2014-11-14 1 Stacy Cullen P00974308 2159798800 2014-11-14 2013 2015-11-30 17:44:51Z Gloria Aftanski 32 FORD AVE MILLTOWN NJ 08850 6565733 0 X WWW.UWCJ.ORG X 1930 NJ United Way of Central Jersey works to ensure children and their families achieve their human potential through education,income stability, and healthy lives. We accomplish this by mobilizing the caring power of the community and by investing in research-based initiatives that ensure that children and their families have access to the basic building blocks of a good life - education, income and health. 23 23 23 750 0 0 4124801 3851134 72710 1274685 41788 31514 51649 47427 4290948 5204760 1768807 1720070 0 0 784215 819633 0 0 261045 1943352 2089646 4496374 4629349 -205426 575411 4984437 5289546 1336940 931022 3647497 4358524 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. 1 0 1302451 437564 715250 Improving People's Health: United Way of Central Jersey focuses on evidence-based, best and promising practices and strategies designed to achieve specific goals in the area of health and well-being. UWCJ is an official replication site for the nationally acclaimed Nurse-Family Partnership Program through which home visiting professional nurses reach 150 low-income, first-time pregnant moms assuring high-quality pre-natal care, significantly improved birth outcomes and for the newborn infant, ultimate success in school and later life. UWCJ is a Center for Medicaid and Medicare Services statewide "Champion" recognized for its leadership role in educational and advocacy efforts actively promoting and facilitating access to affordable preventative, ameliorative health care especially targeting low-income, high-risk populations, including immigrants. 736278 508512 69053 Education: Helping Children and Youth achieve their potential: United Way of Central Jersey directly provides and financially supports a broad continuum of quality pre-school, kindergarten and early grade educational initiatives. Specific programs include the widely lauded, evidenced based Parent-Child Home Program, the only such replication site in New Jersey for this initiative in which trained home visitors bring books and toys into the home demonstrating and modeling positive parent-child interaction. in 2013,UWCJ was able to expand the parent-child home program via funding provided by a National Corporation of Community Service grant, and services provided by Americorps service volunteers working toward their own educational grant awards. UWCJ is also engaged, through its Quality Initiative, in assisting center based pre-school programs achieve accreditation by the National Association for the Education of Young Children (NAEYC). In order to improve opportunities for youth and success in school, the UWCJ supported Pre-Kindergarten Academy and Discovery Afterschool Club both, of which focus on assuring that children are reading at grade level by the end of the third grade, a widely accepted indicator of success in school and on-time graduation from high school. 427806 397484 0 Promoting Financial Stability and Independence: United Way of Central Jersey has been a strong organizational leader in a number of initiatives designed to increase the availability of, and access to, permanent affordable housing in part through its role in founding and continuing support of "Coming Home, Middlesex" a non-profit housing advocacy agency as well as through active participation on the county Housing Continuum of Care Committee. Our IRS-supported VITA program offering free tax return preparation services to low-income residents has been instrumental in generating hundreds of thousands of dollars back into the hands of needy working families striving for financial independence. UWCJ continues to provide leadership to critical relief recovery efforts aiding survivors in the aftermath of Super Storm Sandy. Additionally through in-kind corporate donation management efforts targeting needy families and children, UWCJ has distributed back packs filled with food and school supplies and has provided holiday gifts meeting the itemized "wish lists' submitted by impoverished area residents. 1511022 376510 490382 FOCUSED SERVICE INITIATIVES:Superstorm Sandy Relief and Recovery: United Way of Central Jersey assumed a leadership role in late 2012 in developing a collaborative approach to deliver emergency relief and long-term recovery services to Central Jersey individuals and households impacted by Superstorm Sandy (October 2012). Dollar investments into these emergency - response and relief services were initiated in early 2013.Throughout 2013, UWCJ served as the fiscal agent for the Middlesex County Long-Term Recovery Group ('MCLTRG') and as the employer-of-record for MCLTRG staff who provided case management, reconstruction oversight, and mental health service referrals for Middlesex County residents who were victims of the superstorm sandy natural disaster. NEW AMERICANS PROGRAM: An initiative by United Way of Central Jersey to ascertain the needs of emerging immigrant populations in UWCJ's Central NJ service area, and further, to 'connect' those needs to available resources. In 2013, UWCJ continued a strategy to build collaborations amongst agencies and organizations serving emerging immigrant populations.VITA Tax Assistance Program: United Way of Central Jersey trains volunteers to prepare income tax returns for low-income households/residents in Middlesex County & Franklin township. Partnering with other nonprofit service providers serving this population, UWCJ facilitated $1,847,006 in federal tax refund dollars for low-and-moderate income families, including $501,699 earned income tax credit (EITC) refunds for low-income families. United Way of Central Jersey is the only central New Jersey IRS-certified VITA provider offering free tax-preparation services year-round, and receives and responds to delinquent taxpayer client referrals from the IRS. OTHER INITIATIVES:STUFF-THE-BUS SCHOOL SUPPLY COLLECTION: United Way of Central Jersey collects and distributes backpacks and school supplies to enable lower-income children begin the school year equipped for school success. In 2013, UWCJ distributed school supplies valued at $83,024.HOLIDAY GIFTS-OF-THE-SEASON: Working with supportive local corporations and charitable organizations, United Way of Central Jersey collects and distributes 'wish-list' holiday gifts to low-income children and their families in our communities. In 2013, the gift distribution was valued at $70,834 which benefitted 1,059 individuals in 247 families. SUMMER EVENTS TICKETS DISTRIBUTION: Working on behalf of a local minor-league professional baseball club, UWCJ distributes donated ballgame tickets to local youth & children's organizations. In 2013, distributed tickets were valued at $34,350. FOUNDING SPONSOR, MIDDLESEX COUNTY HOMELESSNESS INITIATIVE: United Way of Central Jersey, a founding sponsor of a local 501( c)(3) nonprofit agency organized to oversee implementation of the Middlesex County 10-Year Plan to End Homelessness, continues to support this organization by providing leadership and pro-bono financial management services, valued at $4,900.FOOD/CLOTHING COLLECTIONS & DISTRIBUTION: During the course of the year, UWCJ collects non-perishable items collected during 'food drives' at various supporting local corporate and business partners. These non-perishable food items are delivered to Middlesex County's centralized food bank, MC FOODS, which supplies over 75 local food pantries. Donated apparel & toiletries are also collected and distributed to local organizations. Additionally in 2013, UWCJ facilitated the receipt of large book donation from scholastic books, which in turn were donated to public school districts, public libraries, and non-profit agencies serving low-income children in our communities. Value of these distributions in 2013: $108,542.ADDITIONAL SERVICES TO THE NON-PROFIT COMMUNITY:DONOR-CHOICE DESIGNATION FUND-RAISING: In addition to programs and services funded through United Way of Central Jersey's Community Investment allocation process, UWCJ provides indirect assistance to the nonprofit community via donor designations made during UWCJ's annual workplace donor campaigns. In 2013, UWCJ's fundraising efforts provided $361,270 donor designations to other nonprofit organizations.SPECIAL and EMERGENCY REQUESTS - United Way of Central Jersey provides special grants to non-profits in times of emergency or to allow them to take advantage of a specific opportunity to expand or provide additional services. For instance, in 2013, 'special grants' supported additional information and resource services to Superstorm Sandy victims, including legal assistance where needed.FACILITIES & OTHER SERVICES: United Way of Central Jersey provides technical assistance, no-cost meeting facilities, and 'in-kind' services to local non-profit agencies and organizations. UWCJ also provides below-market-rate office space to another community partner non-profit agency. 1511022 376510 490382 3977557 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 1 0 1 23 1 0 0 0 0 0 1 1 0 0 0 0 X 23 23 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 VICE CHAIR, COMMUNITY Inve 3.00 X 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 ARMSTROMG TRUSTEE 1.00 X 0 0 0 JUSTIN J FOOTERMAN TRUSTEE 2.00 X 0 0 0 BRUCE GANDARILLAS TRUSTEE 1.00 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 ANA MONROY 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 MARK T ZENZ TRUSTEE 1.00 X 0 0 0 JOANN LAPERLA-MORALES 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 146293 0 14184 STUART GRANT SENIOR VP, COMM INV 40.00 X 124234 0 8262 ELIZABETH E HANCE VP OF FINANCE (CFO) 45.00 X 90744 0 7384 361271 0 29830 2 0 1 0 0 1970789 1880345 300658 3851134 COMMUNITY PROGRAM INCOME 624200 1274685 1274685 1274685 30161 30161 52800 40506 12294 12294 12294 1321820 1320467 1353 1353 1353 ADMINISTRATIVE FEE 900099 34763 34763 MISCELLANEOUS 900099 370 370 35133 5204760 1309818 0 43808 1343560 1343560 376510 376510 392102 159003 147498 85601 314457 132550 116186 65721 14554 2838 7852 3864 45793 10795 15218 19780 52727 26200 14873 11654 15074 5481 6167 3426 15297 3212 3503 8582 9198 9198 23337 6297 14017 3023 10110 5177 2430 2503 19479 7128 7940 4411 18379 5704 4497 8178 71210 22758 16755 31697 19648 7145 8038 4465 22723 6726 11793 4204 COMMUNITY PROGRAM EXPEN 1855055 1854435 620 REPAIRS AND MAINTENANCE 3378 1228 1382 768 6758 810 2780 3168 4629349 3977557 390747 261045 217102 261816 2392409 2846561 668532 384569 52361 30694 37176 62742 1727353 966638 812500 760715 525678 632746 278679 309703 4984437 5289546 126891 147448 1210049 783574 1336940 931022 X 2618488 2586092 753692 1463467 275317 308965 3647497 4358524 4984437 5289546 575411 135616 0 X X 0 1 X 1 1 1 X 3503631 4228724 4506937 4124801 3851134 20215227 3503631 4228724 4506937 4124801 3851134 20215227 3759430 16455797 120901 95079 92698 86007 82961 477646 83148 68818 60195 34722 35133 282016 20974889 1496733 0.78450 0.93960 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 40000 40000 1461871 748701 713170 223682 217937 5745 1800 1800 760715 Investments - Beneficial Interest in Perpetual Trust 308965 Accrued Interest 738 309703 Allocations Payable 639189 Designations Payable 144385 783574 X 5380882 135616 135616 5245266 -40506 -40506 5204760 4669855 0 4669855 -40506 -40506 4629349 Part X, Line 2: MANAGEMENT HAS REVIEWED THE TAX POSITIONS FOR EACH OF THE OPEN TAX YEARS (2010-2012) OR EXPECTED TO BE TAKEN IN UNITED WAY'S 2013 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 -40,506. Part XII, Line 4b - Other Adjustments: Building Related Expenditures -40,506. 1 NJ 2-1-1 c/o United Way Monmouth County 1415 Wyckoff Road Farmingdale NJ 07727 371446108 501(C)(3) 33051 24/7/365 Information & Referral Hotline. Anshe Emeth Comm Dev Corp 222 Livingston Ave New Brunswick NJ 08901 223625904 501(C)(3) 14000 Health Support Services.Health Support Services. Arts & Education Center aka Middlesex County Regional Council for the Arts 154 Main Street Matawan NJ 07747 222014553 501(C)(3) 50000 After School Tutoring. Catholic Charities 319 Maple Street Perth Amboy NJ 08861 222423496 501(C)(3) 446124 Youth, Health, Vocational & Homeless Assistance. Central Jersey Legal Services 317 George Street Suite 201 New Brunswick NJ 08901 210684259 501(C)(3) 120725 Legal services to low-income population- including disaster victims. Cerebal Palsy Association (aka NJ Institute for Disabilities) Oak Drive Roosevelt Park Edison NJ 08837 221554528 501(C)(3) 47250 Transportaion & rehab services to the disabled. Community Child Care Solutions 103 Center Street Perth amboy NJ 08861 270649636 501(C)(3) 98000 Quality Initiative - Child development & school readiness services. Elijah's Promise 211 Livingston Ave New Brunswick NJ 08901 223055539 501(C)(3) 56000 Food Services to the needy & support culinary job training. FISH Hospitality Program PO BOX 170 Dunellen NJ 08812 223174032 501(C)(3) 10200 Shelter care for families. Jewish Family & Vocational Services 32 Ford Ave Milltown NJ 08850 222281774 501(C)(3) 34250 Health, housing, meals & job-training services. Greater New Brunswick Daycare Council 120 Livingston Avenue New Brunswick NJ 08901 221917478 501(C)(3) 26251 Day care. Making it Possible to End Homelessness (MIPH) 6 Clif Prescod Lane Edison NJ 08817 222931870 501(C)(3) 31748 Transitional housing/ homelessness services. Planned Parenthood 69E Newmann Springs Road Shrewsbury NJ 07702 210658062 501(C)(3) 68000 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) 46024 Youth, day care Services; housing counseling services. Rutgers University Center for Applied Psychology 41 Gordon Road Piscataway NJ 08854 237318742 501(C)(3) 51000 Foster care counseling program. South County Day Care 56 Main street Helmetta NJ 08828 222165899 501(C)(3) 31751 Pre-School and Summer Care Programs. Visiting Nurse Association NJ 176 Riverside Ave Red Bank NJ 07701 210639369 501(C)(3) 32500 Health-care for low-income residents; Nurse Family Partnership Program. VSA Arts of New Jersey 703 Jersey Ave New Brunswick NJ 08901 222336037 501(C)(3) 21000 Education services for the autistic population. Women Aware PO BOX 312 New Brunswick NJ 08902 222374378 501(C)(3) 117764 Battered womens shelter - legal advocacy services. 92nd Street Y 1395 Lexington Ave New York NY 10128 131624229 501(C)(3) 74750 Donor choice designations paid to agency. United Way of Greater Mercer County 3150 Brunswick pike Lawrenceville NJ 08648 210683073 501(C)(3) 9105 donor-choice designations paid to agency. United Way of Hudson County 857 Bergen Avenue Jersey City NJ 07306 221487218 501(C)(3) 13864 donor-choice designations paid to agency. United Way of Monmouth County 1415 Wyckoff road Farmingdale NJ 07727 221828435 501(C)(3) 36037 donor-choice designations paid to agency. North Brunswick Township Board of Education 300 Old Georges Road North Brunswick NJ 08902 226002155 501(C)(3) 8200 Summer pre-school program/corporate grant designee. United Way of Northern NJ 222 Ridgedale ave Cedar Knolls NJ 07927 221487247 501(C)(3) 11071 donor-choice designations paid to agency. United Way of Ocean County 650 washington street Toms River NJ 08753 222148978 501(C)(3) 31395 Donor-choice designations paid to agency. United Way of Passaic County 301 Main Street Paterson NJ 07505 226070498 501(C)(3) 6775 Donor-choice designations paid to agency. Elijah's Promise 211 Livingston Ave new Brunswick NJ 08901 223055539 501(C)(3) 7630 Donor-choice designations paid to agency. 27 Qualified Disaster Relief (Superstorm Sandy Recovery) 102 376510 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 146293 0 0 0 0 0 7315 0 6869 0 160477 0 0 0 X 300658 FAIR MARKET VALUE 0 0 0 Form 990, Part III, line 2 United Way of Central Jersey served as the Fiscal Agent for the Middlesex County [Superstorm Sandy] Long-term Recovery Group, and as the employer-of-record for Long-term Recovery Group staff. The Middlesex County Long-term Recovery Group is dedicated to providing recovery assistance to Middlesex County residents who were victims of the Superstorm Sandy natural disaster of late October 2012. Provided assistance included temporary housing, case-management services, reconstruction oversight, replacement of furniture and fixtures and mental health counseling referrals. United Way of Central Jersey received a grant from the Internal Revenue Service to expand the Middlesex County VITA Coalition and increase the total number of tax returns filed to 1,877, utilizing the services of 122 IRS-certified volunteer tax preparers. United Way of Central Jersey not only match-funded the IRS grant, but provided additional funding to expand the free tax preparation program to a year-round service. With the advent of the Affordable Care Act (ACA), United Way of Central Jersey organized and sponsored a number of informational clinics and conferences for other local nonprofit agencies in 2013, for the purpose of introducing them to the available resources to enable them to encourage and assist their clients in obtaining ACA-provided medical coverage options. 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 increment 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 1,800 community-based United Ways, the United Way of Central Jersey has revised its' Reason for Public Charity Status' to that of a 'Public Charity as defined by IRS code Sections 170(b)(1)(A)(vi) and 509(a)(1).