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Nonprofiteer
← UNITED WAY OF HUNTERDON COUNTY

Form 990 for tax year 2023

Filed by UNITED WAY OF HUNTERDON COUNTY.

Totals

Total revenue
$1,391,112
Total expenses
$1,546,301
Contributions and grants received
$1,252,794
Grants paid
$200,309
Program service revenue
$0
Investment income
$138,318
Other revenue
$0
Total assets, end of year
$2,851,104
Total liabilities, end of year
$555,405
Net assets or fund balances, end of year
$2,295,699
Program services expenses (Part IX)
$1,050,207
Management and general expenses
$334,932
Fundraising expenses
$161,162
Program service expenses (Part III)
$1,050,207

Program services were 67.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $1,252,794

  • 1g · Noncash contributions included above

    $185,394

  • 3 · Investment income

    total $38,354 · excluded $38,354

  • 7a · Gross sales of assets other than inventory

    securities $99,964

  • 7c · Gain or loss

    securities $99,964

  • 7d · Net gain or loss

    total $99,964 · excluded $99,964

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $200,309 · program services $200,309

  • 6 · Compensation of disqualified persons

    total $125,000 · program services $77,500 · management and general $25,000 · fundraising $22,500

  • 7 · Other salaries and wages

    total $516,710 · program services $358,200 · management and general $91,336 · fundraising $67,174

  • 8 · Pension plan contributions

    total $14,728 · program services $10,000 · management and general $2,666 · fundraising $2,062

  • 9 · Other employee benefits

    total $70,170 · program services $47,645 · management and general $12,701 · fundraising $9,824

  • 10 · Payroll taxes

    total $54,987 · program services $37,336 · management and general $9,953 · fundraising $7,698

  • 11c · Fees: accounting

    total $18,047 · management and general $18,047

  • 11g · Fees: other

    total $168,582 · program services $41,702 · management and general $118,294 · fundraising $8,586

  • 13 · Office expenses

    total $67,781 · program services $46,091 · management and general $12,201 · fundraising $9,489

  • 16 · Occupancy

    total $42,897 · program services $29,170 · management and general $7,721 · fundraising $6,006

  • 17 · Travel

    total $11,896 · program services $8,089 · management and general $2,142 · fundraising $1,665

  • 19 · Conferences, conventions and meetings

    total $10,459 · program services $7,112 · management and general $1,883 · fundraising $1,464

  • 20 · Interest

    total $18,846 · program services $15,879 · management and general $1,669 · fundraising $1,298

  • 21 · Payments to affiliates

    total $6,493 · program services $4,415 · management and general $1,169 · fundraising $909

  • 22 · Depreciation, depletion and amortization

    total $37,291 · program services $25,358 · management and general $6,712 · fundraising $5,221

  • 23 · Insurance

    total $19,259 · program services $13,096 · management and general $3,467 · fundraising $2,696

  • 24a · Other expenses: SUPPLIES

    total $85,207 · program services $57,941 · management and general $15,337 · fundraising $11,929

  • 24b · Other expenses: EVENT EXPENSES

    total $52,184 · program services $52,184

  • 24c · Other expenses: PRINTING

    total $17,493 · program services $11,895 · management and general $3,149 · fundraising $2,449

  • 24d · Other expenses: BAD DEBT EXPENSE

    total $5,353 · program services $5,353

  • 24e · All other expenses

    total $2,609 · program services $932 · management and general $1,485 · fundraising $192

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $400,871 · end of year $93,974

  • 2 · Savings and temporary cash investments

    beginning of year $381,611 · end of year $375,639

  • 3 · Pledges and grants receivable

    beginning of year $26,385 · end of year $48,318

  • 4 · Accounts receivable

    beginning of year $149,989 · end of year $261,185

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,915 · end of year $1,617

  • 10a · Land, buildings and equipment: cost or other basis

    $1,386,785

  • 10b · Land, buildings and equipment: accumulated depreciation

    $445,025

  • 10c · Land, buildings and equipment, net

    beginning of year $970,877 · end of year $941,760

  • 12 · Investments: other securities

    beginning of year $1,019,771 · end of year $1,128,611

  • 17 · Accounts payable and accrued expenses

    beginning of year $199,022 · end of year $212,479

  • 18 · Grants payable

    beginning of year $58,536 · end of year $85,451

  • 23 · Secured mortgages and notes payable

    beginning of year $241,441 · end of year $228,083

  • 25 · Other liabilities

    beginning of year $36,167 · end of year $29,392

  • 27 · Net assets without donor restrictions

    beginning of year $2,418,253 · end of year $2,295,699

Mission and programs · 2023

Mission

VISION: UNITED WAY OF HUNTERDON COUNTY IS A COMMUNITY CENTER OF VOLUNTEERISM, LEADERSHIP AND PHILANTHROPY THAT ENVISIONS A COMMUNITY WHERE ALL INDIVIDUALS DESERVE AN OPPORTUNITY TO THRIVE. MISSION: TO BRING PEOPLE AND RESOURCES TOGETHER TO IMPROVE LIVES AND CONDITIONS AND TO ADVANCE THE COMMON GOOD OF OUR COMMUNITY. UNITED WAY OF HUNTERDON COUNTY (UWHC) FOCUSES ON POVERTY PREVENTION, FINANCIAL EMPOWERMENT, AND ADVOCACY TO CREATE POSITIVE CHANGE IN OUR COMMUNITY. WE INVEST IN INITIATIVES AND PROGRAMS THAT ARE ALIGNED WITH OUR COMMUNITY IMPACT GOALS, AND SPECIFICALLY ON THE FINANCIAL STABILITY OF ALICE, OUR NEIGHBORS WHO ARE ASSET LIMITED, INCOME CONSTRAINED AND EMPLOYED (OR RETIRED). RECOGNIZING THAT FINANCIAL STABILITY IS A KEY SOCIAL DETERMINANT OF HEALTH AND EDUCATION (AND VICE-VERSA), THE FINAL PORTFOLIO COMPRISES INITIATIVES AND PROGRAMS WITH AN EMPHASIS ON HOLISTIC AND SUSTAINED COMMUNITY IMPACT.

Activities or mission (Part I)

TO BRING PEOPLE AND RESOURCES TOGETHER TO IMPROVE LIVES AND CONDITIONS AND TO ADVANCE THE COMMON GOOD OF OUR COMMUNITY.

  • THRIVING COMMUNITIES/TIRO THRIVING COMMUNITIES PROVIDES PUBLIC HEALTH OUTREACH PRIMARILY TO OUR LATINO COMMUNITY. THRIVING COMMUNITIES FOCUSED ON CONTINUING COVID-19 AWARENESS AND PREVENTION THROUGH DISTRIBUTING INFORMATION, HOME TEST KITS AND HOSTING VACCINE CLINICS. SOME ACCOMPLISHMENTS OF THIS OUTREACH EFFORT INCLUDED PROVIDING 36 COMMUNITY HEALTH EDUCATION EVENTS, DISTRIBUTING COVID TEST KITS, AND PARTNERING WITH 68 COMMUNITY ORGANIZATIONS TO DELIVER VACCINES, HEALTH SCREENING AND EDUCATION. OTHER HIGHLIGHTS INCLUDED 5 WORKSHOPS RELATED TO MENTAL HEALTH, AND A SUMMER HEALTH FAIR & CELEBRATION OF CULTURE WITH 400 ATTENDEES.

    Expenses $221,347 · Grants $172,891 · Revenue $21,674

  • VOLUNTEER INCOME TAX ASSISTANCE (VITA) THIS FEE TAX PREPARATION PROGRAM IS THE CORNERSTONE OF UWHC'S FINANCIAL STABILITY WORK. VITA VOLUNTEERS WERE ABLE TO HELP CLIENTS COMPLETE OVER 1600 TOTAL FILINGS FOR TAX YEAR 2023 USING DROP & GO TAX RETURNS, TAX SLAYER, AND OTHER REMOTE PREPARATION OPTIONS. OVER 1.9M IN FEDERAL AND STATE REFUNDS AND CREDITS AND .7K OF TAXES DUE. VITA TAX PREPARERS HELPED SENIORS WITH PROPERTY TAX REIMBURSEMENT AND HOMESTEAD BENEFIT FORMS. THE VITA TAX PROGRAM SEES A TREMENDOUS RETURN ON INVESTMENT. WE ESTIMATED THE VALUE OF OUR TAX SERVICES SAVED CLIENTS APPROXIMATELY 154K IN TAX PREPARATION FEES. 5372 VOLUNTEER HOURS WERE DEDICATED TO THE VITA PROGRAM BY VOLUNTEERS SERVING AS TAX PREPARERS, FACILITATORS, SITE COORDINATORS AND IN OTHER SUPPORTIVE ROLES.

    Expenses $160,845 · Grants $160,845

  • HOLIDAY HANDS UWHC'S HOLIDAY HANDS PROGRAM INCREASES FINANCIAL STABILITY BY REDUCING FINANCIAL PRESSURES ON LOWER-INCOME FAMILIES, ELDERLY RESIDENTS ON FIXED INCOMES, SINGLE PARENTS, AND PEOPLE WHO ARE STRUGGLING DURING THE HOLIDAY SEASON AND WINTER MONTHS. THIS PROGRAM SERVES OVER 1600 HUNTERDON COUNTY RESIDENTS.

    Expenses $170,531 · Revenue $123,325

  • CURRENT INITIATIVES: VOLUNTEER CENTER AND OTHER PROGRAMS COMMUNITY VOLUNTEER CENTER - LOCATED AT 20 FULPER ROAD IN FLEMINGTON, THE UNITED WAY VOLUNTEER CENTER IS A LIVELY HUB OF VOLUNTEER ACTIVITY AND A HOME BASE TO THE PROGRAMS AND SERVICES THAT UWHC DELIVERS IN THE COMMUNITY WITH A HIGH LEVEL OF VOLUNTEER ENGAGEMENT, WELCOMING OVER 1,000 VOLUNTEERS ANNUALLY. VOLUNTEER CENTER STAFF, WHO ARE BILINGUAL IN ENGLISH AND SPANISH, WORK CLOSELY WITH ALL VOLUNTEERS TO PROVIDE DAY-TO-DAY OPERATIONAL SUPPORT. VOLUNTEER DETAILS AND HOURS WORKED ARE TRACKED THROUGH "GET CONNECTED" WHICH ALLOWS EACH VOLUNTEER TO MANAGE THEIR OWN INDIVIDUALIZED DASHBOARD TO VIEW THEIR VOLUNTEER ACTIVITY. THE VOLUNTEER CENTER ALSO SERVES AS COMMUNITY HUB HOSTING PROGRAMS AND MEETINGS OF VARIOUS COMMUNITY PARTNER ORGANIZATIONS AND THE CORNERSTONE OF COMMUNITY CULTURAL EVENTS HELD ON FULPER ROAD. EXPENSES AND GRANTS RELATED TO OTHER VOLUNTEERING PROGRAMS ARE ALSO INCLUDED IN THIS SECTION.

    Expenses $497,484 · Revenue $37,739

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jennifer Thompson MSW

    CEO

    Total calculated
    $0
    Hours/week
    35

  • Brenda Esler

    CEO

    Total calculated
    $125,000
    From this org
    $125,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $125,000
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported
    Filer's total
    $125,000

  • John Chieffo

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Rob Crane

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    3

  • Christopher McDaniel

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • William Hamilton

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • Ken O'Gorman

    FINANCE CHAI

    Total calculated
    $0
    Hours/week
    3

  • Mr John L Rice

    GOVERNANCE C

    Total calculated
    $0
    Hours/week
    3

  • Audrey Blumberg

    COMMUNIC LIA

    Total calculated
    $0
    Hours/week
    3

  • Kristy Talorico

    R&D LIAISON

    Total calculated
    $0
    Hours/week
    3

  • Michael C Wellons

    STRATEGIC PL

    Total calculated
    $0
    Hours/week
    3

  • Amelia Weeder

    SCHOLARSHIP

    Total calculated
    $0
    Hours/week
    3

  • Don Atkinson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Amy Conover

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Mr Joseph W Gunnet Jr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Claudia Marchese

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Jesse McManus

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Murali Parthasarathy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • ALLOCATIONS TO 211

    $14,915

  • NON CASH GIK TO AGENCIES

    no cash amount reported

Provenance

Return type
form_990
Tax year
2023
Filed
7 July 2024
IRS schema version
2023v6.0
Source object
202511959349301406

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