2013-02-13T14:33:59-06:00 2012-06-30 223177927 SAX MACY FROMM & CO PC 855 VALLEY ROAD CLIFTON NJ 070132483 990 2011-07-01 210683073 UNITED WAY OF GREATER MERCER COUNTY UNIT 6096374912 3150 BRUNSWICK PIKE NO 230 LAWRENCEVILLE NJ 086482420 HERBERT KLEIN III 6098961912 2013-02-13 1 TODD POLYNIAK P00006746 9734726250 2011 2016-02-25 16:41:14Z HERBERT KLEIN III 3150 BRUNSWICK PIKE SUITE 230 LAWRENCEVILLE NJ 086482420 4513689 0 X WWW.UWGMC.ORG X 1941 NJ TO IMPROVE PEOPLE'S LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES. 16 15 18 473 0 0 5398930 4396226 0 0 78629 12174 31564 26216 5509123 4434616 4251658 2876943 0 0 1007112 1334940 0 0 434865 722341 944676 5981111 5156559 -471988 -721943 4397819 3238184 1673285 1251208 2724534 1986976 X UNITED WAY OF GREATER MERCER COUNTY (UWGMC) IS COMMITTED TO SERVE OUR COMMUNITY, WORKING TO ENSURE A SOUND HUMAN CONDITION FOR EVERY MEMBER OF OUR COMMUNITY. IT STRIVES TO BE THE MOST RESPONSIVE, EFFECTIVE AND EFFICIENT PROVIDER OF RESOURCES. TO ACCOMPLISH ITS PURPOSE, UNITED WAY WILL INCLUDE ITS DONATING PUBLIC, ITS ACTIVE VOLUNTEERS, AND ITS PARTICIPATING AGENCIES, OPERATING IN CONCERT, WITH THE ASSISTANCE OF DYNAMIC PROFESSIONAL LEADERSHIP. 0 0 325381 236249 HELPING CHILDREN SUCCEED - EDUCATION COLLABORATIONS:UWGMC FUNDS TWO COLLABORATIONS THAT HELP CHILDREN GET READY FOR SCHOOL, ASSIST TEENAGERS TO STAY IN SCHOOL AND BECOME WORK-READY, AND DEVELOP PARENTAL SKILLS SO PARENTS CAN BECOME MORE INVOLVED IN THEIR CHILDREN'S LIVES. 795380 577501 FOSTERING SELF-SUFFICIENCY - INCOME COLLABORATIONS:UWGMC FUNDS THREE COLLABORATIONS THAT WORK TO BUILD FAMILY STABILITY AND HELP FAMILIES TO REACH ECONOMIC SELF-SUFFICIENCY, AS WELL AS PROVIDING PERMANENT SUPPORTIVE HOUSING FOR CHRONIC HOMELESS PEOPLE. 437458 317625 CARING FOR SENIORS AND PEOPLE WITH DISABILITIES - HEALTH COLLABORATIONS:UWGMC FUNDS ONE COLLABORATION THAT WORKS WITH SENIORS AND PEOPLE WITH DISABILITIES TO KEEP THEM HEALTHY IN THEIR OWN HOMES, INCREASE THEIR SOCIALIZATION AND SUSTAIN CONNECTIONS IN THE COMMUNITY, AND DECREASE THEIR DEPRESSION, ANXIETY AND ISOLATION. THIS PROJECT DELIVERS A "NO WRONG DOOR" SCREENING, UNIFORM ASSESSMENT, AND COORDINATED CARE MANAGEMENT SERVICE IN THEIR HOME 2755963 1745568 BACKPACK, THANKSGIVING AND HOLIDAY GIFT DRIVEBOYS AND GIRLS CLUBCOMMUNITY INITIATIVES DONATIONS IN KINDEMERGING LEADERS AND WOMEN'S LEADERSHIPFINANCIAL EMPOWERMENTGREATER MERCER PUBLIC HEALTH PARTNERSHIPLATINO VISION COUNCILMILITARY ASSISTANCENJ 2-1-1DONOR DESIGNATIONS 2755963 1745568 4314182 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 0 1 X 2 0 1 18 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 15 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 NJ X X HERBERT KLEIN III 6096374912 3150 BRUNSWICK PIKE SUITE 230 LAWRENCEVILLE NJ 086482420 BRIAN RATH 4.00 X 0 0 0 VITO MASTRO 4.00 X 0 0 0 ELAINE MOORIN 4.00 X 0 0 0 L DIANE CAMPBELL 1.00 X 0 0 0 MICHAEL CONLAN 1.00 X 0 0 0 EILEEN CONWAY 1.00 X 0 0 0 YVETTE DONADO 1.00 X 0 0 0 MATTHEW J GRAGLIA 1.00 X 0 0 0 EUGENE MARSH 1.00 X 0 0 0 SCOTT NELSON 1.00 X 0 0 0 ELINOR RIGGES 1.00 X 0 0 0 ANA BERDECIA 1.00 X 0 0 0 TANUJA DEHNE 1.00 X 0 0 0 MATTHEW MURPHY 1.00 X 0 0 0 JOHN SAMBORSKI 1.00 X 0 0 0 HERBERT KLEIN III 37.50 X 127917 0 22579 CAROLEE KUELLER 37.50 X 109988 0 19689 237905 0 42268 2 0 1 0 0 125525 1881 4268820 125682 4396226 47343 47343 13875 0 13875 13875 13875 28874 6295 -28874 -6295 -35169 -35169 34622 1881 43904 -9282 -9282 MISC. REVENUE 900099 21623 21623 21623 4434616 0 0 38390 2876943 2876943 178426 124899 26764 26763 837488 505811 151632 180045 205309 121130 40823 43356 113717 69098 21720 22899 166937 105875 28203 32859 26150 463 25687 23069 15707 3400 3962 18378 11987 2952 3439 363812 227983 62735 73094 22977 14531 3901 4545 27518 18636 4102 4780 14031 9040 2305 2686 4453 4453 PROGRAM EXPENSES 62810 62810 0 0 CONTRACT SERVICES 41748 41748 UNITED WAY WORLDWIDE DU 33889 20527 6171 7191 EQUIPMENT EXPENSE 25775 16796 4148 4831 113129 70198 18516 24415 5156559 4314182 407512 434865 164000 57688 666616 212561 1718024 1720472 29200 26115 8000 160101 96999 44755 63102 1444421 988702 153012 180876 158459 4397819 3238184 346707 319166 545950 592625 0 170088 780628 169329 1673285 1251208 X 2113255 1699008 585257 261946 26022 26022 2724534 1986976 4397819 3238184 -721943 -15615 X X 0 1 1 X 0 X 7976065 5707164 5107760 5398930 4396226 28586145 7976065 5707164 5107760 5398930 4396226 28586145 28586145 147862 79855 62379 79391 61218 430705 29016850 0.98520 0.95380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 793440 38521 -14555 817406 612660 30790 149990 793440 525684 11142 75834 612660 668621 24404 -167341 525684 0.96820 0.03180 1 0 49639 39405 10234 110462 57594 52868 63102 DESIGNATIONS PAYABLE 169329 169329 4434616 5156559 -721943 -15615 -15615 -737558 2908346 -15615 77293 43904 105582 2802764 1631852 1631852 4434616 3645904 77293 43904 121197 3524707 1631852 1631852 5156559 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: UNITED WAY OF GREATER MERCER COUNTY 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 STATEMENT OF ACTIVITIES AND CHANGES IN NET ASSETS. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EXPENSES 43,904. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 613,295. SHARED WITH UWW-RO 1,018,557. PART XIII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS EXPENSES 43,904. PART XIII, LINE 4B - OTHER ADJUSTMENTS: DONOR DESIGNATIONS 613,295. SHARED WITH UWW-RO 1,018,557. WOUNDED WARRIOR 11215 1564 9651 31207 CAMPAIGN CELEBRATION 7110 317 6793 9760 5 18178 18178 2937 36503 1881 34622 43904 43904 -9282 1 BOYS & GIRLS CLUB OF TRENTON & MERCER COUNTY 212 CENTRE STREET TRENTON NJ 08611 210634556 501C3 24657 DONOR DESIGNATION HOMEFRONT 1880 PRINCETON AVENUE LAWRENCEVILLE NJ 08648 223165145 501C3 23212 DONOR DESIGNATION UNITED WAY OF GREATER HOUSTON 50 WAUGH DRIVE HOUSTON TX 77007 741167964 501C3 16955 DONOR DESIGNATION WOMANSPACE INC 1530 BRUNSWICK AVENUE LAWRENCEVILLE NJ 08648 222172522 501C3 14548 DONOR DESIGNATION MERCER STREET FRIENDS 7 DUNMORE AVENUE EWING NJ 08618 210733990 501C3 10098 DONOR DESIGNATION UNITED WAY OF NORTHERN CHAUTAUQUA COUNTY 626 CENTRAL AVENUE DUNKIRK NY 14048 160811787 501C3 6928 DONOR DESIGNATION FRIENDS OF THE PRINCETON PUBLIC LIBRARY 65 WITHERSPOON STREET PRINCETON NJ 08542 226059246 501C3 6700 DONOR DESIGNATION CATHOLIC CHARITIES DIOCESE OF TRENTON 383 WEST STATE STREET TRENTON NJ 08607 210634494 501C3 6527 DONOR DESIGNATION BOYS & GIRLS CLUB OF DAGSBORO 28154 LIGHTHOUSE CROSSING DAGSBORO DE 19939 510068712 501C3 6154 DONOR DESIGNATION FAMILY GUIDANCE CENTER CORPORATION 1931 NOTTINGHAM WAY HAMILTON NJ 08610 223237254 501C3 366628 UNITED FAMILY STRENTHING PROGRAM GRANT JEWISH FAMILY & CHILDREN'S SERVICES OF GREATER MERCER COUNTY 707 ALEXANDER ROAD PRINCETON NJ 08542 210634563 501C3 317625 UNITED AGING & DISABILITY PROGRAM GRANT BIG BROTHERS BIG SISTERS OF MERCER COUNTY 535 E FRANKLIN STREET TRENTON NJ 08610 061653897 501C3 122503 UNITED YOUTH MENTORLINK PROGRAM GRANT BETTER BEGINNINGS DAY CARE CENTER PO BOX 187 HEIGHTSTOWN NJ 08520 221989487 501C3 113746 UNITED EARLY EDUCATION PROGRAM GRANT GREATER TRENTON BEHAVIORAL HEALTH CARE PO BOX 1393 TRENTON NJ 08607 222351183 501C3 167128 UNITED HOUSING FIRST PROGRAM GRANT MERCER ALLIANCE TO END HOMELESSNESS 3150 BRUNSWICK PIKE 2ND FLOOR TRENTON NJ 08648 201594569 501C3 43745 UNITED FINANCIAL EMPOWERMENT CENTER PROGRAM GRANT NJ 2-1-1 PARTNERSHIP 114 ALGONQUIN PARKWAY WHIPPANY NJ 07981 371446108 501C3 41748 INFORMATION & REFERRAL BOYS & GIRLS CLUB OF TRENTON & MERCER COUNTY 212 CENTRE STREET TRENTON NJ 08611 210634556 501C3 7500 FMV BACKPACKS AND SCHOOL SUPPLIES BACKPACK DRIVE RISE INC 116 N MAIN STREET HIGHTSTOWN NJ 08520 222405087 501C3 7500 FMV BACKPACKS AND SCHOOL SUPPLIES BACKPACK DRIVE CATHOLIC CHARITIES TRENTON - EL CENTRO 308 WEST STATE STREET TRENTON NJ 08607 210634494 501C3 5000 FMV BACKPACKS AND SCHOOL SUPPLIES BACKPACK DRIVE BROMLEY NEIGHBORHOOD CIVIC CENTER OF HAMILTON TOWNSHIP 1801 EAST STATE STREET HAMILTON NJ 08609 216000691 5000 FMV BACKPACKS AND SCHOOL SUPPLIES BACKPACK DRIVE SALVATION ARMY 575 EAST STATE TRENTON NJ 08601 135562351 501C3 14040 FMV HOLIDAY GIFTS HOLIDAY GIFT DRIVE PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: UWGMC HAS ESTABLISHED A RESOURCE INVESTMENT CABINET (RIC), COMPRISED OF COMMUNITY VOLUNTEERS AS WELL AS UNITED WAY STAFF TO MONITOR CURRENTLY FUNDED PROJECTS AND INITIATIVES. THE RIC REVIEWS REQUIRED REPORTS, CONDUCTS SITE VISITS ON A REGULAR BASIS THROUGHOUT THE GRANT CYCLE AND ASSESSES WHETHER THE PROJECTS ARE ACCOMPLISHING THEIR STATED GOALS. THE RIC ALSO CONTINUALLY ASSESSES THE CHANGING COMMUNITY NEEDS, AND RECOMMENDS NEW OR REVISED FUNDING AS NEEDED. A SECOND METHOD OF FUNDING PROVIDED BY UNITED WAY IS THROUGH DONOR DESIGNATIONS. UWGMC ALLOWS EACH DONOR TO SELF-SELECT A 501(C)(3) HEALTH AND HUMAN SERVICE ORGANIZATION. 1 X X X X 0 0 0 0 0 0 0 0 0 HERBERT KLEIN III 127917 0 0 0 0 0 12792 0 9787 0 150496 0 0 0 X 47393 FMV X 2 9569 FMV X 459 44470 FMV X MEDIA 2 2750 FMV X FURNITURE 1 21500 FMV 0 0 0 FORM 990, PART I, LINE 5 & PART V, LINES 2A & 2B: EXTENSIS GROUP, LLC(A PROFESSIONAL EMPLOYMENT ORGANIZATION) SERVES AS THE ADMINISTRATIVE EMPLOYER OF RECORD FOR UWGMC EMPLOYEES. ALL FEDERAL AND STATE EMPLOYMENT RETURNS ARE FILED BY EXTENSIS FOR UWGMC EMPLOYEES. FORM 990, PART VI, SECTION A, LINE 7A THE GOVERNING BODY HAS THE RIGHT TO ELECT TRUSTEES, OFFICERS, AND APPOINT THE CEO AND PRESIDENT. FORM 990, PART VI, SECTION A, LINE 7B ALL GOVERNANCE DECISIONS ARE APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11 THE 990 WAS PREPARED BY INDEPENDENT ACCOUNTANTS, DISTRIBUTED TO THE EXECUTIVE BOARD PRIOR TO THE BOARD MEETING. IT WAS PRESENTED AND REVIEWED BY THE INDEPENDENT ACCOUNTANTS AT THE BOARD MEETING PRIOR TO FILING THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT/DUALITY OF INTEREST POLICY AND DECLARATION DISCLOSURE STATEMENT IS REQUIRED OF ALL UWGMC STAFF AND VOLUNTEERS. THIS DISCLOSURE SHALL BE GIVEN ON AN ANNUAL BASIS AND/OR WHENEVER THE STATUS OF A VOLUNTEER CHANGES (I.E.INVOLVEMENT WITH AN AGENCY OR ORGANIZATION SEEKING SUPPORT FROM UNITED WAY). THE DISCLOSURE OF CONFLICT/DUALITY OF INTEREST OF VOLUNTEER IS INCLUSIVE OF THEMSELVES, THEIR SPOUSE OR SIGNIFICANT OTHER, FAMILY MEMBERS, RELATIVES, OR OTHER PERTINENT INDIVIDUALS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION OF THE UWGMC CEO IS SET BY THE BOARD OF TRUSTEES' EXECUTIVE COMMITTEE OR TRUSTEES AS ASSIGNED BY THE EXECUTIVE COMMITTEE. THE CEO PRESENTS THE ACCOMPLISHMENTS OF THE ORGANIZATION AND THE WORK PLAN FOR REVIEW. THE COMMITTEE FROM TIME TO TIME RESEARCHES COMPARABLE ORGANIZATIONS TO ENSURE REASONABLE COMPENSATION. THE BOARD CHAIR INFORMS THE CFO OF THE APPROVED EXECUTIVE COMPENSATION. THE UWGMC CEO SETS THE COMPENSATION FOR ALL OTHER STAFF MEMBERS WITHIN THE CONFINES OF THE APPROVED FINANCIAL PLAN FOR THE FISCAL YEAR. FORM 990, PART VI, SECTION C, LINE 18 FORM 990 IS AVAILABLE FOR PUBLIC INSPECTION BY ANYONE DURING NORMAL BUSINESS HOURS UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNANCE DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE FOR VIEWING BY THE PUBLIC AT THE ADMINISTRATIVE OFFICE BY REQUEST. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A FINANCE/ AUDIT COMMITTEE WHICH ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT. THIS PROCESS IS UNCHANGED FROM THE PRIOR YEAR.