Civic Intelligence

United Way of Greater Mercer County Inc.

990 • Fiscal year 2014 • EIN 21-0683073

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 08, 2014

3150 Brunswick Pike No 23008648-2420

(609) 896-1912

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$3,059,011

Up $135,939 (+4.7%) from 2013

Net Assets

Up

$2,421,097

Up $305,351 (+14%) from 2013

Liabilities

Down

$637,914

Down $169,412 (-21%) from 2013

Revenue And Expenses

Revenue

$4,488,977

No earlier filing loaded for comparison.

Expenses

Up

$4,256,310

Up $111,598 (+2.7%) from 2013

Net Income

$232,667

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $4,397,819Liabilities 2011: $1,673,285Net Assets 2011: $2,724,5342011Assets 2012: $3,238,184Liabilities 2012: $1,251,208Net Assets 2012: $1,986,9762012Assets 2013: $2,923,072Liabilities 2013: $807,326Net Assets 2013: $2,115,7462013Assets 2014: $3,059,011Liabilities 2014: $637,914Net Assets 2014: $2,421,0972014Assets 2015: $3,007,116Liabilities 2015: $1,045,112Net Assets 2015: $1,962,0042015Assets 2016: $3,249,115Liabilities 2016: $720,847Net Assets 2016: $2,528,2682016Assets 2017: $3,872,266Liabilities 2017: $647,615Net Assets 2017: $3,224,6512017Assets 2018: $3,688,139Liabilities 2018: $675,529Net Assets 2018: $3,012,6102018Assets 2019: $1,437,419Liabilities 2019: $631,374Net Assets 2019: $806,0452019Assets 2020: $1,149,629Liabilities 2020: $730,283Net Assets 2020: $419,3462020Assets 2021: $1,312,023Liabilities 2021: $648,049Net Assets 2021: $663,9742021Assets 2022: $1,483,800Liabilities 2022: $558,859Net Assets 2022: $924,9412022Assets 2023: $1,615,725Liabilities 2023: $720,632Net Assets 2023: $895,0932023Assets 2024: $2,293,566Liabilities 2024: $1,242,516Net Assets 2024: $1,051,0502024

Highlighted filing

2014

Assets$3,059,011
Liabilities$637,914
Net Assets$2,421,097

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $5,981,1112011Expenses 2012: $5,156,5592012Expenses 2013: $4,144,7122013Revenue 2014: $4,488,977Expenses 2014: $4,256,310Net Income 2014: $232,6672014Revenue 2015: $3,731,432Expenses 2015: $4,067,252Net Income 2015: -$335,8202015Revenue 2016: $3,868,992Expenses 2016: $3,219,808Net Income 2016: $649,1842016Revenue 2017: $3,973,255Expenses 2017: $3,298,503Net Income 2017: $674,7522017Revenue 2018: $1,931,727Expenses 2018: $2,023,831Net Income 2018: -$92,1042018Revenue 2019: $1,532,501Expenses 2019: $1,685,435Net Income 2019: -$152,9342019Revenue 2020: $1,424,569Expenses 2020: $1,643,686Net Income 2020: -$219,1172020Revenue 2021: $1,447,979Expenses 2021: $1,409,514Net Income 2021: $38,4652021Revenue 2022: $1,879,598Expenses 2022: $1,487,456Net Income 2022: $392,1422022Revenue 2023: $1,321,526Expenses 2023: $1,396,230Net Income 2023: -$74,7042023Revenue 2024: $1,752,289Expenses 2024: $1,681,967Net Income 2024: $70,3222024

Highlighted filing

2014

Revenue$4,488,977
Expenses$4,256,310
Net Income$232,667
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 8, 2014
Return Version
2013v3.0
Gross Receipts
$4,510,914
Mission and Program Overview

Mission

United way of greater mercer county is committed to harnessing, leveraging and strategically engaging the collective power of donors, advocates and volunteers to drive measurable results that produce social and economic benefit to the community at large.

To improve people's lives by mobilizing the caring power of communities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$1,474,193$1,041,986▼ $432,207
Investments in Publicly Traded Securities$853,236$964,783▲ $111,547
Savings and Temporary Cash Investments$289,915$842,848▲ $552,933
Cash and Non-Interest-Bearing Accounts$74,165$21,516▼ $52,649
Land, Buildings, and Equipment, Net$36,538$21,075▼ $15,463
Prepaid Expenses and Deferred Charges$8,017$10,066▲ $2,049
Accounts Receivable$19,349$2,989▼ $16,360
Total Assets$2,923,072$3,059,011▲ $135,939
Other Assets Total$167,659$153,748▼ $13,911
Liabilities
Deferred Revenue$307,015$295,226▼ $11,789
Other Liabilities$211,738$189,745▼ $21,993
Accounts Payable and Accrued Expenses$288,573$152,943▼ $135,630
Total Liabilities$807,326$637,914▼ $169,412
Net Assets / Fund Balance
Unrestricted Net Assets$1,956,973$2,281,483▲ $324,510
Temporarily Rstr Net Assets$132,751$113,592▼ $19,159
Permanently Rstr Net Assets$26,022$26,022→ $0
Total Net Assets Fund Balance$2,115,746$2,421,097▲ $305,351
Total Liabilities and Net Assets / Fund Balance$2,923,072$3,059,011▲ $135,939

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$21,075$75,256$96,331
Other Assets Org$539--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$921,067$6,397▲ $154,069-$1,081,893
2012$817,406$14,347▲ $89,314-$921,067
2011$793,440$38,521▼ $14,555-$817,406
2010$612,660$30,790▲ $149,990-$793,440
2009$525,684$11,142▲ $75,834-$612,660
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Herbert Klein IiiPresident & CEOFT$144,147$25,388$169,535
Catherine DyciewskiCFOFT$93,739$13,788$107,527

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$4,441,588
Program Service Revenue
$0
Investment Income
$21,052
Other Revenue
$26,337
All Other Contributions
$4,170,807
Change in Net Assets
$232,667

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,595,979
Revenue Not Reported on Financial Statements
$1,892,998
Revenue Not Reported on Form 990
$201,404
Other Revenue Adjustments
$1,892,998
Total Revenue per Audited Statements
$2,797,383
Total Revenue per Form 990
$4,488,977
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,485,568
Salaries, Compensation, and Employee Benefits$1,125,109
Other Expenses$645,633
Total Fundraising Expense$274,621
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,485,568--$2,485,568
Other Salaries and Wages$423,713$55,184$143,963$622,860
Current Officers, Directors, Trustees, and Key Employees$167,328$114,577$13,011$294,916
Occupancy$124,778$32,920$33,834$191,532
Fees for Services Other$86,162$13,424$13,797$113,383
Other Employee Benefits$72,520$9,644$22,463$104,627
Payroll Taxes$65,089$20,325$17,292$102,706
All Other Expenses$50,678$11,420$11,555$73,653
Other Expenses$16,087$4,776$4,273$25,136
Advertising$17,732$851$863$19,446
Fees for Services Accounting-$19,000-$19,000
Depreciation Depletion$10,074$2,658$2,732$15,464
Conferences and Meetings$11,338$1,399$1,252$13,989
Office Expenses$9,704$1,690$2,049$13,443
Travel$10,277$1,297$1,218$12,792
Insurance-$9,403-$9,403
Total Functional Expenses$3,676,972$304,717$274,621$4,256,310

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,256,310
Total Expenses per Audited Statements$2,492,032
Expenses per Audited Statements$2,434,944
Expenses Not Reported on Financial Statements$1,821,366
Other Expense Adjustments$1,821,366
Expenses Not Reported on Form 990$57,088
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
22-2351183-501c3United Housing First Program Grant$166,000
22-6075831-501c3United Youth Mentorlink Program Grant$121,000
21-0634563-501c3United Aging & Disability Program Grant$84,763
22-2358393-501c3United Aging & Disability Program Grant$70,957
37-1446108-501c3Information & Referral$39,000
22-3312846-501c3United Aging & Disability Program Grant$36,883
21-0675183-501c3United Aging & Disability Program Grant$36,565
51-0588324-501c3United Aging & Disability Program Grant$31,221
22-1990231-501c3United Aging & Disability Program Grant$28,791
22-2993393-501c3United Aging & Disability Program Grant$26,143
45-2692169-501c3Donor Designation$20,142
22-3165145-501c3Donor Designation$12,397
22-1989487-501c3Summer Slide Program$11,831
53-0196605-501c3United Aging & Disability Program Grant$11,267
21-0634494-501c3Donor Designation$8,851
06-1653897-501c3United Youth Mentorlink Program Grant$8,544
53-0196605-501c3Donor Designation$8,443
22-2172522-501c3Donor Designation$7,850
21-0733990-501c3Donor Designation$6,278
21-0634556-501c3Donor Designation$5,767
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$17,922
Fundraising Gross Income$13,997
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 2$11,588$9,446$10,266$-820
Event 1$4,020$2,370$6,149$-3,779
Total Events$24,286$13,997$17,922$-3,925
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Designations Payable$134,188
Due to Service Providers$55,557
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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 19

Governance documents, conflict of interest policy, and financial statements are available for viewing by the public at the administrative office by request.

Filing and Contact Details

Filer

EIN
21-0683073
Phone
6098961912

Signing Officer

Name
Herbert Klein Iii
Title
President & CEO
Phone
6098961912
Signed
2014-12-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Herbert Klein Iii
Formed
1941
Legal Domicile
Nj
Voting Board Members
14
Independent Board Members
13
Employees
21
Volunteers
893

Preparer

Preparer
Marqus White
Phone
9734726250
Supplemental Narrative

Additional Explanations

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 XI, LINE 9:

Uncollectible pledges -71,632.

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.

Financial Statement Notes

PART V, LINE 4:

United way of greater mercer county's (uwgmc's) board of trustees establised the endowment fund to provide ongoing support to various aspects of the uwgmc's community service programs.

PART X, LINE 2:

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. Management evaluated the organization's tax positions and concluded that the organization had taken no uncertain tax positions that require adjustment to the financial statements. The organization files income tax returns in the u.s. Federal jurisdiction, as well as in the new jersey state jurisdiction. With few exceptions, the organization is no longer subject to u.s. Federal, state, or local examinations by taxing authorities for years prior to june 30, 2010.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Direct fundraising expenses 17,922.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Donor designations 1,821,366. Provision for uncollectible pledge 71,632.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Special events expenses 17,922.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Donor designations 1,821,366.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01941
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt010289
IRS990/FundraisingDirectExpensesAmt017922
IRS990/FundraisingGrossIncomeAmt013997
IRS990/GainOrLossGrp/SecuritiesAmt0-4015
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt0129544
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02485568
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02485568
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04510914
IRS990/GrossRentsGrp/RealAmt021000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt09403
IRS990/InsuranceGrp/TotalAmt09403
IRS990/InvestmentIncomeGrp/ExclusionAmt025067
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt025067
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0853236
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0964783
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt075256
IRS990/LandBldgEquipBasisNetGrp/BOYAmt036538
IRS990/LandBldgEquipBasisNetGrp/EOYAmt021075
IRS990/LandBldgEquipCostOrOtherBssAmt096331
IRS990/LegalDomicileStateCd0NJ
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04015
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0UNITED WAY OF GREATER MERCER COUNTY IS COMMITTED TO HARNESSING, LEVERAGING AND STRATEGICALLY ENGAGING THE COLLECTIVE POWER OF DONORS, ADVOCATES AND VOLUNTEERS TO DRIVE MEASURABLE RESULTS THAT PRODUCE SOCIAL AND ECONOMIC BENEFIT TO THE COMMUNITY AT LARGE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02115746
IRS990/NetAssetsOrFundBalancesEOYAmt02421097
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-4015
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-4015
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-3925
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-3925
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt021000
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt021000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0144316
IRS990/NoncashContributionsAmt024292
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt033834
IRS990/OccupancyGrp/ManagementAndGeneralAmt032920
IRS990/OccupancyGrp/ProgramServicesAmt0124778
IRS990/OccupancyGrp/TotalAmt0191532
IRS990/OfficeExpensesGrp/FundraisingAmt02049
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01690
IRS990/OfficeExpensesGrp/ProgramServicesAmt09704
IRS990/OfficeExpensesGrp/TotalAmt013443
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0167659
IRS990/OtherAssetsTotalGrp/EOYAmt0153748
IRS990/OtherChangesInNetAssetsAmt0-71632
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt022463
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt09644
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt072520
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0104627
IRS990/OtherExpensesGrp/Desc0PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1CONTRACT SERVICES
IRS990/OtherExpensesGrp/Desc2UNITED WAY WORLDWIDE DU
IRS990/OtherExpensesGrp/Desc3BOARD AND STAFF RETREAT
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt26319
IRS990/OtherExpensesGrp/FundraisingAmt34273
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26149
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt34776
IRS990/OtherExpensesGrp/ProgramServicesAmt063618
IRS990/OtherExpensesGrp/ProgramServicesAmt139000
IRS990/OtherExpensesGrp/ProgramServicesAmt223306
IRS990/OtherExpensesGrp/ProgramServicesAmt316087
IRS990/OtherExpensesGrp/TotalAmt063618
IRS990/OtherExpensesGrp/TotalAmt139000
IRS990/OtherExpensesGrp/TotalAmt235774
IRS990/OtherExpensesGrp/TotalAmt325136
IRS990/OtherLiabilitiesGrp/BOYAmt0211738
IRS990/OtherLiabilitiesGrp/EOYAmt0189745
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISC. REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt09262
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt09262
IRS990/OtherRevenueTotalAmt09262
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0143963
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt055184
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0423713
IRS990/OtherSalariesAndWagesGrp/TotalAmt0622860
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt017292
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt020325
IRS990/PayrollTaxesGrp/ProgramServicesAmt065089
IRS990/PayrollTaxesGrp/TotalAmt0102706
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt026022
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt026022
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01474193
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01041986
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08017
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010066
IRS990/PrincipalOfficerNm0HERBERT KLEIN III
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0FOSTERING SELF-SUFFICIENCY - INCOME COLLABORATIONS:UWGMC FUNDS TWO COLLABORATIONS IN THIS FOCUS AREA, ONE THAT WORKS TO INCREASE FAMILIES' FINANCIAL STABILITY AND ECONOMIC SELF-SUFFICIENCY BY PROVIDING FREE TAX PREPARATION AND FINANCIAL LITERACY CLASSES, AND THE OTHER THAT PROVIDES PERMANENT SUPPORTIVE HOUSING TO CHRONICALLY HOMELESS INDIVIDUALS AND FAMILIES. 2,149 CLIENTS SERVED IN TAX PREPARATION PROGRAM; 4 FINANCIAL LITERACY CLASSES WERE HELD SERVING 80 CLIENTS; 30 CLIENTS SERVED IN SUPPORTIVE HOUSING PROGRAM.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0195258
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0166000
IRS990/ProgSrvcAccomActy3Grp/Desc0CARING FOR SENIORS AND PEOPLE WITH DISABILITIES - HEALTH COLLABORATIONS:UWGMC FUNDS TWO "HEALTH" COLLABORATIONS, ONE THAT WORKS WITH LOW-INCOME SENIORS AND PEOPLE WITH DISABILITIES TO KEEP THEM IN THEIR OWN HOMES SO THEY CAN AGE IN PLACE WITH DIGNITY AND INCREASE THEIR SOCIALIZATION, MOBILITY AND ACCESS TO SERVICES, BY DELIVERING A "NO-WRONG-DOOR" WRAP-AROUND CASE MANAGEMENT PROGRAM THAT INCLUDES NURSING, HOME HEALTHCARE, MEALS AND RIDES. THE OTHER PROGRAM HELPS PEOPLE WITH CHRONIC DISEASES, ESPECIALLY THE FRAIL ELDERLY, TO LEARN TO MANAGE THEIR OWN ILLNESS AND THUS PREVENT COSTLY HOSPITALIZATIONS. 218 SENIOR AND DISABLE CLIENTS SERVED; 36 ATTENDEES PARTICIPATED IN THE CHRONIC DISEASE SELF MANAGEMENT PROGRAM.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0410584
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0349062
IRS990/ProgSrvcAccomActyOtherGrp/Desc0COMMUNITY INITIATIVES DONATIONS IN KINDEMERGING LEADERS AND WOMEN'S LEADERSHIPFINANCIAL EMPOWERMENTLATINO VISION COUNCILMILITARY ASSISTANCENJ 2-1-1DONOR DESIGNATIONS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt02918754
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt01840962
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04318034
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt02207658
IRS990/PYInvestmentIncomeAmt026745
IRS990/PYOtherExpensesAmt0802818
IRS990/PYOtherRevenueAmt011199
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0211266
IRS990/PYSalariesCompEmpBnftPaidAmt01134236
IRS990/PYTotalExpensesAmt04144712
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04355978
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0232667
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt021000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0289915
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0842848
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04441583
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04318034
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04396226
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05398930
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05107760
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt023662533
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt046067
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt057240
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt061218
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt079391
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt062379
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0306295
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98720
IRS990ScheduleA/PublicSupportPY170Pct00.98650
IRS990ScheduleA/PublicSupportTotal170Amt023662533
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04441583
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04318034
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt04396226
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05398930
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05107760
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt023662533

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$1.24$1.05$1.75$1.68$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.62$0.72$0.90$1.32$1.40$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.56$0.92$1.88$1.49$0.39
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.31$0.65$0.66$1.45$1.41$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.73$0.42$1.42$1.64$0.22
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.63$0.81$1.53$1.69$0.15
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.69$0.68$3.01$1.93$2.02$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.87$0.65$3.22$3.97$3.30$0.67
2016Detailed filing. Detailed filing data is available for this year.$3.25$0.72$2.53$3.87$3.22$0.65
2015Detailed filing. Detailed filing data is available for this year.$3.01$1.05$1.96$3.73$4.07$0.34
2014Detailed filing. Detailed filing data is available for this year.$3.06$0.64$2.42$4.49$4.26$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.92$0.81$2.12$4.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.24$1.25$1.99$5.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.40$1.67$2.72$5.98