2024-05-14T09:03:11-05:00 2023-06-30 231144520 TAIT WELLER & BAKER LLP TWO LIBERTY PL 50 S 16TH ST STE 2900 PHILADELPHIA PA 191022529 990 2022-07-01 221828435 UNITED WAY OF MONMOUTH AND OCEAN COUNTIES UNIT 7329385988 4814 OUTLOOK DRIVE SUITE 107 WALL TOWNSHIP NJ 07753 LORI-ANNE MCLANE PRESIDENT/CEO 7329385988 2024-05-14 1 LORI-ANNE MCLANE 999009999 0 HARRISON PEREIRA P00746867 2159798800 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LORI-ANNE MCLANE 4814 OUTLOOK DRIVE SUITE 107 WALL TOWNSHIP NJ 07753 2066848 0 X WWW.UWMOC.ORG X 1967 NJ UNITED WAY OF MONMOUTH AND OCEAN COUNTIES BRIDGES THE GAPS TO EDUCATION, FINANCIAL STABILITY AND HEALTH FOR EVERY PERSON IN OUR COMMUNITY. 14 14 7 3479 0 0 2166012 1888209 635 0 17326 22036 131691 97260 2315664 2007505 987717 488882 0 0 760392 700926 0 0 208656 634314 890877 2382423 2080685 -66759 -73180 1825318 1914720 686939 827246 1138379 1087474 X UNITED WAY OF MONMOUTH AND OCEAN COUNTIES (UWMOC) BRIDGES THE GAPS TO EDUCATION, FINANCIAL STABILITY AND HEALTH FOR EVERY PERSON IN OUR COMMUNITY. OUR VISION IS A COMMUNITY WHERE EVERYONE ACHIEVES THEIR GREATEST POTENTIAL THROUGH A QUALITY EDUCATION, INCOME STABILITY AND HEALTHY LIVES. 0 0 202951 HEALTH: OUR SCHOOL-BASED NURSE PRACTITIONER PARTNERSHIP PROVIDES ENHANCED OR EXPANDED HEALTH SERVICES IN COLLABORATION WITH THE SCHOOL NURSE. STUDENTS ARE EASILY ABLE TO RECEIVE ACCESS TO PRIMARY CARE HEALTH SERVICES FOR THEIR PHYSICAL, SOCIAL AND EMOTIONAL WELLBEING. THIS IMPROVES STUDENT ATTENDANCE, THEIR ABILITY TO LEARN AND AFFORDS PARENTS NOT TO MISS WORK FOR CHILD DOCTOR'S APPOINTMENTS. 117313 EDUCATION: OUR SCHOOL READINESS PROGRAM EQUIPS PARENTS, CAREGIVERS AND PROVIDERS WITH THE TOOLS NEEDED TO ADDRESS HEALTH AND LITERACY FOR EARLY SCHOOL SUCCESS FOR THEIR CHILDREN. OUR YOUTH VOCATIONAL TRAINING EXPOSES AND CONNECTS YOUTH TO A DIVERSE ARRAY OF CAREER OPTIONS AND FIELDS, INCLUDING HANDS-ON LEARNING OPPORTUNITIES. 55137 FINANCIAL STABILITY: OUR FINANCIAL SUCCESS CENTER NETWORK PROVIDES COMPREHENSIVE RESOURCES UNDER ONE ROOF TO HELP PEOPLE MOVE FROM FINANCIAL DIFFICULTY TO ECONOMIC WELL-BEING. SERVICES INCLUDE ASSISTANCE WITH MANAGING MONEY, INCREASING INCOME, FINDING A BETTER JOB AND IMPROVING HOUSING. 1163607 488882 IN ADDITION TO THE PROGRAMS LISTED IN A, B, AND C ABOVE, OUR BASIC NEEDS INITIATIVE PROVIDES ACCESS TO ESSENTIAL HYGIENE AND HOUSEHOLD PRODUCTS TO ALLEVIATE THE FINANCIAL STRAIN AND STRESS ON FAMILIES EXPERIENCING HARDSHIP. UWMOC DISTRIBUTED A $15,000 GRANT TO NJ 211 TO SUPPORT BOTH COVID-19 AND HUMAN SERVICE RELATED CALLS FOR HELP.UNITED WAY OF MONMOUTH AND OCEAN COUNTIES ALLOWS DONORS TO DESIGNATE TO ANY 501 (C) (3) HEALTH AND HUMAN SERVICE ORGANIZATION. FOR THE CURRENT YEAR, DONOR DESIGNATIONS TOTALED $473,882 TO SELECTED AGENCIES. 1163607 488882 1539008 1 1 0 0 0 0 0 0 0 0 1 0 0 1 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 1 X 5 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ X X LORI-ANNE MCLANE 7329385988 4814 OUTLOOK DRIVE SUITE 107 WALL TOWNSHIP NJ 07753 ROBERT ROSONE CHAIR 4.00 X X 0 0 0 DONALD COWAN TREASURER 4.00 X X 0 0 0 NANCY ERIKSEN SECRETARY 4.00 X X 0 0 0 ERIC LUBIN VICE CHAIR 4.00 X X 0 0 0 SONIA GRANT BOARD MEMBER 1.00 X 0 0 0 THOMAS HAYES BOARD MEMBER 1.00 X 0 0 0 JAN KIRSTEN BOARD MEMBER 1.00 X 0 0 0 LAURA FRANK BOARD MEMBER 1.00 X 0 0 0 THOMAS ANDO BOARD MEMBER 1.00 X 0 0 0 SANDY S BROUGHTON BOARD MEMBER 1.00 X 0 0 0 LUKE BOLLERMAN BOARD MEMBER 1.00 X 0 0 0 HENRY HONG BOARD MEMBER 1.00 X 0 0 0 JOHN ZAMMETTI BOARD MEMBER 1.00 X 0 0 0 R SCOTT GARLEY BOARD MEMBER 1.00 X 0 0 0 LORI-ANNE MCLANE PRESIDENT & CEO 35.00 X 162752 0 20103 162752 0 20103 1 0 1 0 0 19550 281901 1586758 172005 1888209 22036 22036 156265 19550 59343 96922 96922 MISCELLANEOUS REVENUE 900099 338 338 338 2007505 0 0 119296 488882 488882 182722 96843 54816 31063 383126 260252 47342 75532 23521 15635 3312 4574 49995 32895 7437 9663 61562 39056 10871 11635 169372 169372 13650 8659 2411 2580 14603 14603 46487 26712 6266 13509 15512 9128 2541 3843 93107 59069 16442 17596 1666 1057 294 315 3516 2231 621 664 19097 12116 3372 3609 13313 8446 2351 2516 14189 9002 2506 2681 SPECIAL PROGRAMS 227681 223307 4374 DONATIONS IN-KIND 172005 172005 GIFT OF WARMTH PROGRAM 62685 62685 MISCELLANEOUS 23994 11028 3067 9899 2080685 1539008 333021 208656 246523 404665 427113 378825 321077 210692 69094 25164 18469 24161 141995 106983 48326 35012 600268 621853 94448 214348 1825318 1914720 87503 58417 585110 633140 14326 8650 0 127039 686939 827246 X 817840 607222 320539 480252 1138379 1087474 1825318 1914720 -73180 22275 0 X 0 1 X 1 0 X 2314146 2145077 2284194 2166012 1888209 10797638 2314146 2145077 2284194 2166012 1888209 10797638 2994390 7803248 20419 18687 14088 17326 22036 92556 807 6892 2049 7517 338 17603 10907797 1046244 0.71540 0.65790 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2018 AMOUNT: $ 807. 2019 AMOUNT: $ 6,892. 2020 AMOUNT: $ 2,049. 2021 AMOUNT: $ 7,517. 2022 AMOUNT: $ 338. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 141995 106983 35012 35012 RENT SECURITY DEPOSITS 14448 GIFT OF WARMTH RECEIVABLE 80000 RIGHT-OF-USE ASSET 119900 214348 LEASE LIABILITY 127039 127039 X 1587731 22275 31833 -473882 -419774 2007505 0 2007505 1638636 31833 -473882 -442049 2080685 0 2080685 PART X, LINE 2: UNITED WAY HAS ADOPTED THE ACCOUNTING STANDARD RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE STANDARD CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ORGANIZATION'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE STANDARD ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. BASED ON ITS EVALUATION, UNITED WAY HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE FINANCIAL STATEMENTS. THERE ARE NO INCOME TAX RELATED PENALTIES OR INTEREST FOR THE PERIODS PRESENTED IN THESE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DONOR DESIGNATIONS -473,882. PART XII, LINE 2D - OTHER ADJUSTMENTS: DONOR DESIGNATIONS -473,882. GOLF 2023 159954 19550 140404 59343 WINE EVENT 2022 15861 15861 175815 19550 156265 59343 59343 96922 1 NJ 2-1-1 - INFORMATION AND REFERRAL SERVICES 1415 ALGONQUIN PKWY SUITE 2 WHIPPANY NJ 07981 371446108 501(C)(3) 15000 0 INFORMATION AND REFERRAL SERVICES - FINANCIAL STABILITY 1 0 PART I, LINE 2: UNITED WAY OF MONMOUTH AND OCEAN COUNTIES EVALUATES GRANTEE PERFORMANCE THROUGHOUT ITS GRANT CYCLE BASED ON AGREED UPON PERFORMANCE OBJECTIVES, EXPENDITURES, AND MEASURABLE OUTCOMES. THE QUARTERLY REPORTS WHICH REFLECT THE GRANTEES ACTUAL PERFORMANCE AGAINST TARGETED MEASURES ARE REVIEWED BY STAFF, VOLUNTEERS AND ITS BOARD OF DIRECTORS. GRANTEE SITES ARE ALSO SUBJECT TO VISITS BY STAFF AND VOLUNTEERS. FUTURE DISBURSEMENT OF FUNDS IS CONTINGENT UPON THE SUBMISSION OF TIMELY, COMPLETE AND ACCURATE REPORTS DEMONSTRATING RESULTS IN ACCORDANCE WITH THE GRANT AGREEMENT AS WELL AS ACTUAL PROGRAM EXPENDITURES. 0 0 0 0 0 0 0 0 0 LORI-ANNE MCLANE PRESIDENT & CEO 162752 0 0 0 0 0 8066 0 12037 0 182855 0 0 0 X 161060 FMV X VARIOUS IN-KIND GIFTS AND CARDS 1158 10945 FMV 0 0 0 FORM 990, PART V, LINES 7A&7B UNITED WAY OF MONMOUTH AND OCEAN COUNTIES ISSUES ACKNOWLEDGEMENT AND THANK YOU LETTERS TO ALL PARTICIPANTS AND SPONSORS OF SPECIAL EVENTS. THE LETTER INCLUDES CONFIRMATION OF THE AMOUNT RECEIVED, THE PURPOSE AND THE AMOUNT THAT MAY BE CONSIDERED A TAX DEDUCTIBLE CONTRIBUTION. THE TERM "NO GOODS OR SERVICES WERE PROVIDED IN EXCHANGE FOR YOUR CONTRIBUTION" IS ALSO NOTED IN THE TEXT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE INDEPENDENT AUDITOR UTILIZING AUDIT WORKPAPERS AS WELL AS CLIENT PREPARED SUPPORTING SCHEDULES. THE FORM 990 IS REVIEWED IN DETAIL WITH THE PRESIDENT/CEO AND CHIEF FINANCIAL OFFICER. THE FORM 990 IS THEN PRESENTED TO THE AUDIT COMMITTEE WHO REVIEWS IT IN DETAIL. SUBSEQUENTLY THE FORM 990 IS DISTRIBUTED TO THE FULL BOARD OF DIRECTORS FOR REVIEW. A PERIOD OF TIME IS ALLOTTED FOR QUESTIONS AND COMMENTS PRIOR TO OFFICIALLY FILING THE FORM 990. ONCE FILED, THE FORM 990 IS POSTED TO THE AGENCY WEBSITE AT WWW.UWMOC.ORG AND TO GUIDESTAR.ORG. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, UWMOC'S CONFLICT OF INTEREST POLICY IS DISTRIBUTED TO ALL BOARD MEMBERS, STAFF AND VOLUNTEERS. THE CONFLICT OF INTEREST POLICY PROVIDES A SECTION WHEREBY ANY POTENTIAL CONFLICTS AND AFFILIATIONS CAN BE LISTED. THE SIGNED FORM IS RETURNED TO UWMOC'S PRESIDENT AND CEO AND A FILE IS MAINTAINED FOR EACH FISCAL YEAR. DURING BOARD AND COMMITTEE MEETINGS, MEMBERS HAVE THE OPPORTUNITY TO DECLARE A CONFLICT AND ABSTAIN FROM VOTING ON ANY ISSUE THAT RELATES TO THE ORGANIZATION WHERE A CONFLICT HAS BEEN DECLARED. ABSTENTIONS AND OBJECTIONS FOR ALL VOTES ARE NOTED IN THE OFFICIAL BOARD MEETING MINUTES. FORM 990, PART VI, SECTION B, LINE 15 UNITED WAY OF MONMOUTH AND OCEAN COUNTIES' EXECUTIVE COMPENSATION PROGRAM IS ADMINISTERED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR REVIEWING AND MAINTAINING A COMPETITIVE COMPENSATION PROGRAM FOR THE PRESIDENT/CEO. THE REVIEW IS INTENDED TO ENSURE THAT THE COMPENSATION PROGRAM FALLS WITHIN A REASONABLE RANGE OF COMPETITIVE PRACTICES FOR COMPARABLE POSITIONS AMONG SIMILARLY SITUATED ORGANIZATIONS. FOLLOWING THE REVIEW, THE EXECUTIVE COMMITTEE PUTS FORTH A SALARY RECOMMENDATION TO THE BOARD OF DIRECTORS FOR APPROVAL. SUBSEQUENTLY, A MEETING IS HELD BETWEEN THE CHAIRS OF THE GOVERNANCE AND EXECUTIVE COMMITTEES AND THE PRESIDENT/CEO TO REVIEW HER EVALUATION AND THE BOARD SALARY RECOMMENDATION. UWMOC'S PRESIDENT AND CEO SETS THE COMPENSATION FOR ALL OTHER STAFF MEMBERS WITHIN THE CONFINES OF THE APPROVED BUDGET FOR THE FISCAL YEAR. FORM 990, PART VI, SECTION C, LINE 19 UWMOC POSTS ON ITS WEBSITE THE MOST RECENT AUDITED FINANCIAL STATEMENTS, FORM 990, NJ CHARITABLE REGISTRATION, CONFLICT OF INTEREST POLICY, AND OTHER FINANCIAL POLICIES AND DOCUMENTS. COPIES OF UWMOC'S MOST RECENT AUDITED FINANCIAL STATEMENTS SHALL BE MADE AVAILABLE TO ANY MEMBER OF THE PUBLIC WHO SO REQUESTS. REQUESTS FOR COPIES SHALL BE MADE IN WRITING OR ELECTRONICALLY TO UWMOC INDICATING THE NAME AND ADDRESS OF THE REQUESTORS. RESPONSES TO SUCH REQUESTS SHALL BE MADE BY UWMOC WITHIN THREE BUSINESS DAYS OF RECEIVING THE REQUEST. UWMOC MAY CHARGE A FEE OF $.20 PER PAGE TO COVER THE COSTS OF PRINTING AND MAILING THE AUDITED FINANCIAL STATEMENTS. SUCH FEES MAY BE WAIVED AT UWMOC'S DISCRETION.