Form 990 for tax year 2024

Totals

Total revenue

$1,177,081

Total expenses

$1,417,053

Contributions and grants received

$1,124,566

Grants paid

$171,933

Program service revenue

$0

Investment income

$52,515

Other revenue

$0

Total assets, end of year

$2,593,401

Total liabilities, end of year

$487,125

Net assets or fund balances, end of year

$2,106,276

Program services expenses (Part IX)

$706,747

Management and general expenses

$523,620

Fundraising expenses

$186,686

Program service expenses (Part III)

$706,747

Program services were 49.9% 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.

Mission and programs · 2024

• "NJ SAVE: UNITED WAY OF HUNTERDON COUNTY SERVES AS A TRUSTED COMMUNITY PARTNER IN SUPPORTING ENROLLMENT AND OUTREACH FOR THE NEW JERSEY SAVE (NJ SAVE) PROGRAM, HELPING ELIGIBLE OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES ACCESS CRITICAL PUBLIC BENEFITS THAT IMPROVE FINANCIAL STABILITY AND REDUCE BARRIERS TO ESSENTIAL HEALTHCARE AND BASIC NEEDS. OUR ROLE FOCUSES PRIMARILY ON COMMUNITY EDUCATION, OUTREACH, AND APPLICATION ASSISTANCE. THROUGH PARTNERSHIPS WITH LOCAL ORGANIZATIONS, COMMUNITY EVENTS, SENIOR-SERVING AGENCIES, AND DIRECT REFERRALS, UNITED WAY STAFF EDUCATE RESIDENTS ABOUT THE AVAILABILITY OF NJ SAVE AND HELP DETERMINE WHETHER INDIVIDUALS MAY BE ELIGIBLE FOR BENEFITS SUCH AS MEDICARE SAVINGS PROGRAMS, PHARMACEUTICAL ASSISTANCE TO THE AGED AND DISABLED (PAAD), SENIOR GOLD, LIFELINE UTILITY ASSISTANCE, HEARING AID ASSISTANCE, AND OTHER PROGRAMS ADMINISTERED THROUGH THE NJ SAVE APPLICATION. ASSISTANCE PROVIDED BY UNITED WAY INCLUDES: "EDUCATING COMMUNITY MEMBERS ABOUT AVAILABLE BENEFITS. "SCREENING FOR POTENTIAL ELIGIBILITY. "ASSISTING INDIVIDUALS WITH COMPLETION OF NJ SAVE APPLICATIONS AND REQUIRED DOCUMENTATION. "REFERRING APPLICANTS TO APPROPRIATE STATE AGENCIES WHEN ADDITIONAL ELIGIBILITY DETERMINATIONS OR FOLLOW-UP ARE REQUIRED. "TRACKING OUTREACH ACTIVITIES AND APPLICATIONS SUBMITTED IN ACCORDANCE WITH GRANT REQUIREMENTS. UNITED WAY DOES NOT DETERMINE ELIGIBILITY OR APPROVE BENEFITS. FINAL ELIGIBILITY DETERMINATIONS AND BENEFIT ADMINISTRATION REMAIN THE RESPONSIBILITY OF THE STATE OF NEW JERSEY. GRANT FUNDS ARE USED TO SUPPORT PERSONNEL TIME DEDICATED TO OUTREACH, APPLICATION ASSISTANCE, COMMUNITY ENGAGEMENT, AND PROGRAM ADMINISTRATION, AS WELL AS RELATED OPERATIONAL COSTS NECESSARY TO DELIVER THESE SERVICES. ACTIVITIES PERFORMED UNDER THE GRANT ARE DOCUMENTED THROUGH INTERNAL TRACKING SYSTEMS, AND EXPENDITURES ARE MONITORED THROUGH THE ORGANIZATION'S ESTABLISHED FINANCIAL CONTROLS AND GRANT MANAGEMENT PROCEDURES. PROGRAM ACTIVITY AND FINANCIAL REPORTS ARE SUBMITTED TO THE GRANTOR IN ACCORDANCE WITH GRANT REQUIREMENTS. THE NJ SAVE PROGRAM ALIGNS WITH UNITED WAY OF HUNTERDON COUNTY'S FINANCIAL STABILITY PILLAR BY INCREASING ACCESS TO PUBLIC BENEFITS THAT HELP RESIDENTS REDUCE HEALTHCARE AND LIVING EXPENSES, IMPROVE HOUSEHOLD FINANCIAL SECURITY, AND REMAIN INDEPENDENT IN THEIR COMMUNITIES. THROUGH PROACTIVE OUTREACH AND INDIVIDUALIZED ASSISTANCE, THE ORGANIZATION HELPS ENSURE THAT ELIGIBLE RESIDENTS ARE AWARE OF AND ABLE TO ACCESS BENEFITS FOR WHICH THEY QUALIFY, REDUCING FINANCIAL HARDSHIP AND STRENGTHENING LONG-TERM COMMUNITY WELL-BEING.

  Expenses $193,553

• VOLUNTEER INCOME TAX ASSISTANCE (VITA) UNITED WAY OF HUNTERDON COUNTY ADMINISTERS THE INTERNAL REVENUE SERVICE (IRS) VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM TO PROVIDE FREE, HIGH-QUALITY TAX PREPARATION SERVICES TO ELIGIBLE LOW- AND MODERATE-INCOME INDIVIDUALS AND FAMILIES THROUGHOUT HUNTERDON COUNTY AND THE SURROUNDING REGION. THE PROGRAM REMOVES FINANCIAL BARRIERS TO TAX FILING WHILE HELPING HOUSEHOLDS ACCESS VALUABLE FEDERAL AND STATE TAX CREDITS, MAXIMIZE REFUNDS, AND IMPROVE LONG-TERM FINANCIAL STABILITY. THE VITA PROGRAM SERVES WORKING FAMILIES, OLDER ADULTS, INDIVIDUALS WITH DISABILITIES, LIMITED ENGLISH PROFICIENT RESIDENTS, AND OTHER ELIGIBLE TAXPAYERS WHO MAY OTHERWISE BE UNABLE TO AFFORD PROFESSIONAL TAX PREPARATION SERVICES OR WHO FACE BARRIERS TO FILING ACCURATE TAX RETURNS. UNITED WAY'S RESPONSIBILITIES INCLUDE: "RECRUITING, TRAINING, AND SUPPORTING IRS-CERTIFIED VOLUNTEERS. "COORDINATING MULTIPLE TAX PREPARATION SITES THROUGHOUT THE COMMUNITY. "SCHEDULING APPOINTMENTS AND MANAGING CLIENT INTAKE. "VERIFYING REQUIRED DOCUMENTATION AND ENSURING COMPLIANCE WITH IRS QUALITY REVIEW STANDARDS. "PREPARING AND ELECTRONICALLY FILING FEDERAL AND STATE TAX RETURNS. "CONDUCTING REQUIRED QUALITY REVIEWS PRIOR TO SUBMISSION. "EDUCATING TAXPAYERS ABOUT AVAILABLE TAX CREDITS AND FINANCIAL RESOURCES. "REFERRING CLIENTS TO ADDITIONAL COMMUNITY SERVICES AND FINANCIAL WELLNESS PROGRAMS WHEN APPROPRIATE. ALL VOLUNTEER TAX PREPARERS AND QUALITY REVIEWERS COMPLETE ANNUAL IRS CERTIFICATION AND OPERATE UNDER IRS VITA/TCE PROGRAM GUIDELINES. UNITED WAY MAINTAINS ESTABLISHED PROCEDURES TO PROTECT CONFIDENTIAL TAXPAYER INFORMATION, ENSURE DATA SECURITY, AND COMPLY WITH ALL IRS QUALITY SITE REQUIREMENTS. INTERNAL CONTROLS INCLUDE VOLUNTEER TRAINING, REQUIRED QUALITY REVIEW OF EVERY TAX RETURN, SECURE DOCUMENT HANDLING, AND OVERSIGHT BY PROGRAM LEADERSHIP TO ENSURE COMPLIANCE WITH FEDERAL GRANT AND PROGRAM REQUIREMENTS. GRANT FUNDS SUPPORT PERSONNEL RESPONSIBLE FOR PROGRAM MANAGEMENT, VOLUNTEER RECRUITMENT AND COORDINATION, TRAINING, OUTREACH, TECHNOLOGY, SITE OPERATIONS, AND ADMINISTRATIVE OVERSIGHT, ALONG WITH ALLOWABLE OPERATIONAL EXPENSES NECESSARY TO DELIVER SERVICES THROUGHOUT THE FILING SEASON. FINANCIAL EXPENDITURES ARE TRACKED THROUGH THE ORGANIZATION'S ESTABLISHED ACCOUNTING SYSTEM AND INTERNAL FINANCIAL CONTROLS, WHILE PROGRAM ACTIVITY IS DOCUMENTED THROUGH IRS REPORTING SYSTEMS AND INTERNAL PERFORMANCE TRACKING. REQUIRED PROGRAMMATIC AND FINANCIAL REPORTS ARE SUBMITTED TO FUNDING AGENCIES IN ACCORDANCE WITH GRANT REQUIREMENTS. THE VITA PROGRAM ADVANCES UNITED WAY OF HUNTERDON COUNTY'S FINANCIAL STABILITY PILLAR BY HELPING HOUSEHOLDS RETAIN MORE OF THEIR EARNED INCOME, ACCESS REFUNDABLE TAX CREDITS SUCH AS THE EARNED INCOME TAX CREDIT (EITC) AND CHILD TAX CREDIT (CTC), AVOID COSTLY COMMERCIAL TAX PREPARATION FEES, AND CONNECT WITH ADDITIONAL FINANCIAL RESOURCES. EACH TAX SEASON, THE PROGRAM RETURNS MILLIONS OF DOLLARS TO LOCAL HOUSEHOLDS, PROVIDING RESOURCES THAT FAMILIES USE FOR HOUSING, FOOD, HEALTHCARE, TRANSPORTATION, DEBT REDUCTION, EDUCATION, AND SAVINGS. BY INCREASING ACCESS TO FREE TAX PREPARATION AND FINANCIAL SUPPORTS, THE VITA PROGRAM STRENGTHENS INDIVIDUAL FINANCIAL RESILIENCE WHILE CONTRIBUTING TO THE ECONOMIC WELL-BEING OF THE BROADER HUNTERDON COUNTY COMMUNITY.

  Expenses $133,455

• HOLIDAY HANDS UNITED WAY OF HUNTERDON COUNTY ADMINISTERS THE HOLIDAY HANDS PROGRAM TO HELP ENSURE THAT CHILDREN, OLDER ADULTS, AND FAMILIES EXPERIENCING FINANCIAL HARDSHIP CAN PARTICIPATE IN THE HOLIDAY SEASON WITH DIGNITY AND SUPPORT. THROUGH COMMUNITY PARTNERSHIPS, INDIVIDUAL DONORS, BUSINESSES, CIVIC ORGANIZATIONS, SCHOOLS, AND VOLUNTEERS, THE PROGRAM MOBILIZES RESOURCES TO PROVIDE HOLIDAY GIFTS AND ESSENTIAL ITEMS TO ELIGIBLE HOUSEHOLDS THROUGHOUT HUNTERDON COUNTY. THE PROGRAM IS DESIGNED TO REDUCE SEASONAL FINANCIAL STRESS FOR ALICE HOUSEHOLDS (ASSET LIMITED, INCOME CONSTRAINED, EMPLOYED) AND FAMILIES FACING UNEXPECTED HARDSHIPS BY MATCHING COMMUNITY GENEROSITY WITH IDENTIFIED LOCAL NEEDS. HOLIDAY HANDS EMPHASIZES A DIGNIFIED, COMMUNITY- CENTERED APPROACH THAT ALLOWS DONORS TO DIRECTLY SUPPORT NEIGHBORS WHILE PRESERVING THE PRIVACY AND RESPECT OF RECIPIENT FAMILIES. UNITED WAY'S RESPONSIBILITIES INCLUDE: "COORDINATING REFERRALS FROM NONPROFIT AGENCIES, SCHOOLS, AND COMMUNITY PARTNERS. "VERIFYING ELIGIBILITY IN ACCORDANCE WITH ESTABLISHED PROGRAM GUIDELINES. "RECRUITING AND COORDINATING INDIVIDUAL, CORPORATE, AND COMMUNITY SPONSORS. "MATCHING SPONSORS WITH CHILDREN, FAMILIES, OR OLDER ADULTS BASED ON IDENTIFIED NEEDS. "COORDINATING COLLECTION, SORTING, QUALITY REVIEW, AND DISTRIBUTION OF DONATED GIFTS AND ESSENTIAL ITEMS. "MANAGING VOLUNTEER ENGAGEMENT THROUGHOUT THE COLLECTION AND DISTRIBUTION PROCESS. "MAINTAINING COMMUNICATION WITH PARTNER AGENCIES, SPONSORS, AND PARTICIPATING HOUSEHOLDS. HOLIDAY HANDS RELIES HEAVILY ON COMMUNITY DONATIONS AND VOLUNTEER PARTICIPATION. UNITED WAY PROVIDES OVERALL PROGRAM MANAGEMENT, ENSURING THAT DONATIONS ARE DISTRIBUTED FAIRLY, EFFICIENTLY, AND IN ACCORDANCE WITH ESTABLISHED PROCEDURES. INTERNAL PROCESSES ARE IN PLACE TO SAFEGUARD DONATED ITEMS, DOCUMENT DISTRIBUTIONS, PROTECT PARTICIPANT CONFIDENTIALITY, AND PROVIDE APPROPRIATE OVERSIGHT OF VOLUNTEER ACTIVITIES. PROGRAM EXPENDITURES ARE LIMITED PRIMARILY TO ALLOWABLE ADMINISTRATIVE AND OPERATIONAL COSTS NECESSARY TO COORDINATE THE INITIATIVE, INCLUDING PERSONNEL TIME, OUTREACH, VOLUNTEER MANAGEMENT, COLLECTION AND DISTRIBUTION LOGISTICS, SUPPLIES, AND RELATED PROGRAM SUPPORT. FINANCIAL ACTIVITY IS TRACKED THROUGH THE ORGANIZATION'S ESTABLISHED ACCOUNTING SYSTEM AND INTERNAL FINANCIAL CONTROLS. PROGRAM PARTICIPATION, VOLUNTEER ENGAGEMENT, AND DISTRIBUTION ACTIVITIES ARE DOCUMENTED TO SUPPORT ORGANIZATIONAL REPORTING AND EVALUATION. THE HOLIDAY HANDS PROGRAM SUPPORTS UNITED WAY OF HUNTERDON COUNTY'S MISSION BY STRENGTHENING COMMUNITY CONNECTIONS AND ENSURING THAT FAMILIES EXPERIENCING FINANCIAL HARDSHIP ARE NOT LEFT BEHIND DURING THE HOLIDAY SEASON. BEYOND PROVIDING GIFTS, THE PROGRAM REINFORCES COMMUNITY BELONGING, REDUCES FINANCIAL STRAIN DURING A PARTICULARLY CHALLENGING TIME OF YEAR, AND DEMONSTRATES THE POWER OF COLLECTIVE GENEROSITY. BY ENGAGING HUNDREDS OF DONORS, VOLUNTEERS, BUSINESSES, AND NONPROFIT PARTNERS, HOLIDAY HANDS REFLECTS UNITED WAY'S ROLE AS A TRUSTED COMMUNITY CONVENER THAT MOBILIZES PEOPLE AND RESOURCES TO IMPROVE LIVES ACROSS HUNTERDON COUNTY.

  Expenses $271,416 · Grants $104,270

• "VOLUNTEER CENTER AND OTHER: UNITED WAY OF HUNTERDON COUNTY OPERATES THE VOLUNTEER CENTER AS THE COUNTY'S CENTRAL HUB FOR VOLUNTEER ENGAGEMENT, CONNECTING INDIVIDUALS, BUSINESSES, SCHOOLS, CIVIC GROUPS, AND COMMUNITY ORGANIZATIONS WITH MEANINGFUL SERVICE OPPORTUNITIES THAT ADDRESS LOCAL NEEDS. THE VOLUNTEER CENTER STRENGTHENS THE NONPROFIT SECTOR BY MOBILIZING VOLUNTEERS, SUPPORTING COMMUNITY PARTNERS, AND FOSTERING A CULTURE OF CIVIC ENGAGEMENT THROUGHOUT HUNTERDON COUNTY. THE VOLUNTEER CENTER SERVES AS BOTH A VOLUNTEER RECRUITMENT RESOURCE AND A CAPACITY-BUILDING PARTNER FOR NONPROFIT ORGANIZATIONS. THROUGH A CENTRALIZED VOLUNTEER MANAGEMENT PLATFORM AND DIRECT COORDINATION WITH COMMUNITY AGENCIES, UNITED WAY HELPS ORGANIZATIONS IDENTIFY VOLUNTEER NEEDS, RECRUIT QUALIFIED VOLUNTEERS, PROMOTE SERVICE OPPORTUNITIES, AND FACILITATE MEANINGFUL COMMUNITY ENGAGEMENT. UNITED WAY'S RESPONSIBILITIES INCLUDE: "RECRUITING, SCREENING, AND CONNECTING VOLUNTEERS WITH NONPROFIT ORGANIZATIONS AND COMMUNITY INITIATIVES. "MAINTAINING AND ADMINISTERING THE COUNTY'S ONLINE VOLUNTEER ENGAGEMENT PLATFORM. "PROVIDING TECHNICAL ASSISTANCE AND SUPPORT TO NONPROFIT ORGANIZATIONS UTILIZING VOLUNTEER MANAGEMENT RESOURCES. "COORDINATING COUNTYWIDE VOLUNTEER INITIATIVES, COMMUNITY SERVICE PROJECTS, AND DAYS OF SERVICE. "PROMOTING VOLUNTEER OPPORTUNITIES THROUGH OUTREACH, MARKETING, AND COMMUNITY PARTNERSHIPS. "ENGAGING CORPORATE, CIVIC, SCHOOL, AND FAITH-BASED VOLUNTEER GROUPS IN COMMUNITY SERVICE ACTIVITIES. "TRACKING VOLUNTEER PARTICIPATION, HOURS SERVED, AND COMMUNITY IMPACT. "SUPPORTING VOLUNTEER RECOGNITION AND STEWARDSHIP EFFORTS. THE VOLUNTEER CENTER ALSO SERVES AS A KEY COMPONENT OF THE COMMUNITY'S EMERGENCY RESPONSE AND RESILIENCY EFFORTS BY PROVIDING INFRASTRUCTURE TO MOBILIZE VOLUNTEERS DURING TIMES OF COMMUNITY NEED, NATURAL DISASTERS, AND SPECIAL INITIATIVES. AS HUNTERDON COUNTY'S TRUSTED CONVENER, UNITED WAY COLLABORATES WITH NONPROFIT PARTNERS, GOVERNMENT AGENCIES, BUSINESSES, AND COMMUNITY LEADERS TO COORDINATE VOLUNTEER RESOURCES EFFICIENTLY AND EFFECTIVELY. GRANT FUNDS AND PROGRAM RESOURCES SUPPORT PERSONNEL RESPONSIBLE FOR VOLUNTEER RECRUITMENT, PROGRAM COORDINATION, PARTNER SUPPORT, TECHNOLOGY ADMINISTRATION, OUTREACH, REPORTING, AND VOLUNTEER MANAGEMENT ACTIVITIES, AS WELL AS OPERATIONAL EXPENSES ASSOCIATED WITH MAINTAINING THE VOLUNTEER ENGAGEMENT PLATFORM AND DELIVERING COUNTYWIDE VOLUNTEER SERVICES. FINANCIAL EXPENDITURES ARE MONITORED THROUGH THE ORGANIZATION'S ESTABLISHED ACCOUNTING SYSTEM AND INTERNAL FINANCIAL CONTROLS, WHILE VOLUNTEER PARTICIPATION AND PROGRAM OUTCOMES ARE DOCUMENTED THROUGH THE VOLUNTEER MANAGEMENT SYSTEM AND INTERNAL REPORTING PROCESSES. THE VOLUNTEER CENTER ADVANCES UNITED WAY OF HUNTERDON COUNTY'S MISSION BY STRENGTHENING THE CAPACITY OF LOCAL NONPROFIT ORGANIZATIONS WHILE INCREASING OPPORTUNITIES FOR RESIDENTS TO ENGAGE IN MEANINGFUL SERVICE. BY CONNECTING COMMUNITY MEMBERS WITH VOLUNTEER OPPORTUNITIES ACROSS THE ORGANIZATION'S FOUR IMPACT PILLARS-YOUTH OPPORTUNITY, HEALTH AND MENTAL HEALTH, FINANCIAL STABILITY, AND COMMUNITY RESILIENCY-THE VOLUNTEER CENTER AMPLIFIES THE IMPACT OF LOCAL NONPROFITS, BUILDS STRONGER COMMUNITY PARTNERSHIPS, AND LEVERAGES THOUSANDS OF VOLUNTEER HOURS THAT EXPAND SERVICES TO RESIDENTS THROUGHOUT HUNTERDON COUNTY. THE PROGRAM REFLECTS UNITED WAY'S ROLE AS THE COUNTY'S BACKBONE ORGANIZATION AND TRUSTED CONVENER, BRINGING TOGETHER PEOPLE, ORGANIZATIONS, AND RESOURCES TO CREATE LASTING COMMUNITY IMPACT.

  Expenses $108,323 · Grants $67,663

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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.

Grants on this return

• UNITED WAY OF NORTHERN NEW JERSEY

  $11,242

  ALICE RECOVERY FUND

• NJ 211

  $11,186

  INFORMATION&REFERRAL

• NON CASH GIK TO AGENCIES

  — no cash amount reported

Provenance

Return type

form_990

Tax year

2024

Filed

15 July 2026

IRS schema version

2024v5.0

Source object

202641969349301944

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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