Form 990 for tax year 2022
Filed by UNITED WAY OF HUNTERDON COUNTY.
This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.
What the amendment changed
Compared with the latest return for 2022 , filed 24 October 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $1,034,465 changed to $1,136,161
- Total expenses
- $1,273,940 changed to $1,374,692
- Contributions and grants received
- $991,784 changed to $1,069,282
- Grants paid
- $136,982 changed to $176,598
- Investment income
- $42,681 changed to $66,879
- Total assets, end of year
- $2,803,091 changed to $2,803,430
- Total liabilities, end of year
- $511,573 changed to $535,166
- Net assets or fund balances, end of year
- $2,291,518 changed to $2,268,264
- Program services expenses
- $887,335 changed to $987,355
- Management and general expenses
- $257,846 changed to $265,675
- Fundraising expenses
- $128,759 changed to $121,662
- Program service expenses (Part III)
- $887,335 changed to $987,355
Listed only on the later return
- Jennifer Thompson MSWJENNIFER THOMPSON MSW
Totals
- Total revenue
- $1,034,465
- Total expenses
- $1,273,940
- Contributions and grants received
- $991,784
- Grants paid
- $136,982
- Program service revenue
- $0
- Investment income
- $42,681
- Other revenue
- $0
- Total assets, end of year
- $2,803,091
- Total liabilities, end of year
- $511,573
- Net assets or fund balances, end of year
- $2,291,518
- Program services expenses (Part IX)
- $887,335
- Management and general expenses
- $257,846
- Fundraising expenses
- $128,759
- Program service expenses (Part III)
- $887,335
Program services were 69.7% 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
$991,784
-
1g · Noncash contributions included above
$129,524
-
3 · Investment income
total $20,439 · excluded $20,439
-
7a · Gross sales of assets other than inventory
securities $22,242
-
7c · Gain or loss
securities $22,242
-
7d · Net gain or loss
total $22,242 · excluded $22,242
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $136,982 · program services $136,982
-
5 · Compensation of officers, directors and key employees
total $125,000 · program services $77,500 · management and general $25,000 · fundraising $22,500
-
7 · Other salaries and wages
total $402,620 · program services $281,834 · management and general $72,472 · fundraising $48,314
-
8 · Pension plan contributions
total $7,720 · program services $5,404 · management and general $1,390 · fundraising $926
-
9 · Other employee benefits
total $32,911 · program services $23,038 · management and general $5,924 · fundraising $3,949
-
10 · Payroll taxes
total $45,999 · program services $32,199 · management and general $8,280 · fundraising $5,520
-
11c · Fees: accounting
total $17,171 · management and general $17,171
-
11g · Fees: other
total $130,343 · program services $91,241 · management and general $23,461 · fundraising $15,641
-
13 · Office expenses
total $52,779 · program services $36,946 · management and general $9,500 · fundraising $6,333
-
14 · Information technology
total $56,283 · management and general $56,283
-
16 · Occupancy
total $44,616 · program services $31,231 · management and general $8,031 · fundraising $5,354
-
17 · Travel
total $6,961 · program services $4,873 · management and general $1,253 · fundraising $835
-
19 · Conferences, conventions and meetings
total $7,262 · program services $5,084 · management and general $1,307 · fundraising $871
-
20 · Interest
total $18,296 · program services $12,807 · management and general $3,293 · fundraising $2,196
-
21 · Payments to affiliates
total $9,316 · program services $6,521 · management and general $1,677 · fundraising $1,118
-
22 · Depreciation, depletion and amortization
total $34,433 · program services $24,103 · management and general $6,198 · fundraising $4,132
-
23 · Insurance
total $15,879 · program services $11,116 · management and general $2,858 · fundraising $1,905
-
24a · Other expenses: EVENT EXPENSES
total $52,995 · program services $52,995
-
24b · Other expenses: SUPPLIES
total $52,575 · program services $36,802 · management and general $9,464 · fundraising $6,309
-
24c · Other expenses: PRINTING AND PUBLICATIONS
total $21,467 · program services $15,027 · management and general $3,864 · fundraising $2,576
-
24d · Other expenses: MISCELLANEOUS
total $1,586 · program services $1,111 · management and general $285 · fundraising $190
-
24e · All other expenses
total $746 · program services $521 · management and general $135 · fundraising $90
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $673,150 · end of year $400,871
-
2 · Savings and temporary cash investments
beginning of year $338,003 · end of year $381,611
-
3 · Pledges and grants receivable
beginning of year $77,349 · end of year $26,385
-
4 · Accounts receivable
beginning of year $38
-
9 · Prepaid expenses and deferred charges
beginning of year $19,686 · end of year $3,915
-
10a · Land, buildings and equipment: cost or other basis
$1,378,297
-
10b · Land, buildings and equipment: accumulated depreciation
$407,759
-
10c · Land, buildings and equipment, net
beginning of year $996,299 · end of year $970,538
-
12 · Investments: other securities
beginning of year $988,111 · end of year $1,019,771
-
17 · Accounts payable and accrued expenses
beginning of year $208,086 · end of year $175,429
-
18 · Grants payable
beginning of year $51,181 · end of year $58,536
-
23 · Secured mortgages and notes payable
beginning of year $254,289 · end of year $241,441
-
25 · Other liabilities
beginning of year $44,022 · end of year $36,167
-
27 · Net assets without donor restrictions
beginning of year $2,535,058 · end of year $2,291,518
Mission and programs · 2022
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 TO OUR LATINO COMMUNITY TO ENCOURAGE HEALTHY BEHAVIORS AND REDUCE HEALTH DISPARITIES. 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 4550 COVID TEST KITS, AND PARTNERING WITH COMMUNITY HEALTH ORGANIZATIONS TO DELIVER VACCINES AND HEALTH SCREENINGS TO LOCAL RESIDENTS.
Expenses $227,511 · Grants $227,500
-
VOLUNTEER INCOME TAX ASSISTANCE (VITA) THIS FREE TAX PREPARATION PROGRAM IS THE CORNERSTONE OF UWHC'S FINANCIAL STABILITY WORK. VITA VOLUNTEERS WERE ABLE TO HELP CLIENTS COMPLETE 1,695 TOTAL FILINGS FOR TAX YEAR 2022 USING DROP & GO TAX RETURNS, MYFREETAXES.COM, TAX SLAYER, AND OTHER REMOTE PREPARATION OPTIONS. OVER 1,812,846 IN FEDERAL AND STATE REFUNDS AND CREDITS WERE RETURNED TO OUR HARD-WORKING NEIGHBORS. VITA TAX PREPARERS HELPED SENIORS WITH PROPERTY TAX REIMBURSEMENT AND HOMESTEAD BENEFIT FORMS. THE VITA FREE TAX PROGRAM SEES A TREMENDOUS RETURN ON INVESTMENT. WE ESTIMATED THE VALUE OF OUR TAX SERVICES SAVED CLIENTS THE EQUIVALENT OF 339,000 IN TAX PREPARATION FEES. NEARLY 6000 VOLUNTEER HOURS WERE DEDICATED TO THE VITA PROGRAM BY VOLUNTEERS SERVING AS TAX PREPARERS, FACILITATORS, SITE COORDINATORS AND IN OTHER SUPPORTIVE ROLES.
Expenses $211,333 · Grants $147,844
-
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 WITH MEDICAL BILLS DURING THE HOLIDAY SEASON AND WINTER MONTHS. THIS PROGRAM SERVES OVER 1000 HUNTERDON COUNTY RESIDENTS PER YEAR.
Expenses $93,380 · Grants $7,185
-
CURRENT INITIATIVES: VOLUNTEER CENTER GRANTS 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 $355,111 · Grants $5,000
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Brenda EslerBRENDA ESLER
CEO
- Total calculated
- $125,000
- From this org
- $125,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 35
-
Rebecca TestaREBECCA TESTA
SECRETARY
- Total calculated
- $0
- Hours/week
- 3
-
Brian ReissBRIAN REISS
TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
Michael C WellonsMICHAEL C WELLONS
STRATEGIC PL
- Total calculated
- $0
- Hours/week
- 3
-
Mr Joseph W Gunnet JrMR JOSEPH W GUNNET JR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Mr John L RiceMR JOHN L RICE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Rob CraneROB CRANE
PRESIDENT
- Total calculated
- $0
- Hours/week
- 3
-
Don AtkinsonDON ATKINSON
AUDIT CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Richard MorrisRICHARD MORRIS
ETHICS OFFIC
- Total calculated
- $0
- Hours/week
- 3
-
Janet Acosta HobschaidtJANET ACOSTA HOBSCHAIDT
LATINO LIAIS
- Total calculated
- $0
- Hours/week
- 3
-
Audrey BlumbergAUDREY BLUMBERG
COMMUNIC LIA
- Total calculated
- $0
- Hours/week
- 3
-
Kristy TaloricoKRISTY TALORICO
R&D LIAISON
- Total calculated
- $0
- Hours/week
- 3
-
Amy ConoverAMY CONOVER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
William HamiltonWILLIAM HAMILTON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Claudia MarcheseCLAUDIA MARCHESE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Christopher McDanielCHRISTOPHER MCDANIEL
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey MooreJEFFREY MOORE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Ken O'GormanKEN O'GORMAN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Amelia WeederAMELIA WEEDER
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.
Grants on this return
-
ALLOCATIONS TO 211
$7,458
-
NON CASH GIK TO AGENCIES
no cash amount reported
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 15 July 2024
- IRS schema version
- 2022v5.0
- Source object
- 202401979349300730
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