United Way Of Greater Rochester And The Finger Lakes Inc
- Assets
- $189.5m
- Revenue
- $45.1m
- Investments
- $74.4m
- Employees
- 120
- Location
- Rochester, NY
- Founding
- 03/1987
- Data as of
- 03/2022
- EIN
- 16-1015782
Organization Overview
United Way Of Greater Rochester And The Finger Lakes Inc is located in Rochester, NY. The organization was established in 1987. According to its NTEE Classification (T70) the organization is classified as: Federated Giving Programs, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. As of 03/2022, United Way Of Greater Rochester And The Finger Lakes Inc employed 120 individuals. This organization is a parent organization of an affiliated group for tax-exemption purposes. United Way Of Greater Rochester And The Finger Lakes Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 03/2022, United Way Of Greater Rochester And The Finger Lakes Inc generated $45.1m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 3.5% each year. All expenses for the organization totaled $43.3m during the year ending 03/2022. While expenses have increased by 3.5% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2019, United Way Of Greater Rochester And The Finger Lakes Inc has awarded 1,592 individual grants totaling $103,794,522. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES' MISSION IS TO UNITE THE GOOD WILL AND RESOURCES OF THE GREATER ROCHESTER COMMUNITY SO THAT EVERYONE CAN THRIVE. UNITED WAY ADDRESSES CRITICAL CHALLENGES BY CONNECTING LOCAL PEOPLE WITH EVIDENCE-BASED PROGRAMS, STRATEGIC FUNDING INVESTMENTS, COMMUNITY INITIATIVES, VOLUNTEER SUPPORT AND COMMUNITY LEADERSHIP TO DIRECT RESOURCES AND SOLVE PROBLEMS. UNITED WAY IS A FOUR-STAR RATED CHARITY NAVIGATOR CHARITY AND A BETTER BUSINESS BUREAU ACCREDITED CHARITY. EVERY YEAR UNITED WAY DONORS MAKE IT POSSIBLE FOR TH0USANDS OF LOCAL PEOPLE TO GET THE SUPPORT THEY NEED. EVERY DONATION GOES TO HELP PEOPLE RIGHT HERE IN THE GREATER ROCHESTER AND FINGER LAKES COMMUNITY.
Describe the Organization's Program Activity:
COMMUNITY IMPACT: A NETWORK OF COMMUNITY VOLUNTEERS, IN COORDINATION WITH TRAINED STAFF, DETERMINE HOW UNITED WAY OF GREATER ROCHESTER INVESTS DONOR DOLLARS FROM ITS ANNUAL WORKPLACE CAMPAIGN EFFORTS INTO THE COMMUNITY EACH YEAR. THESE INVESTMENTS SUPPORT A BROAD NETWORK OF HUMAN SERVICE ORGANIZATIONS, COMMUNITY INITIATIVES AND INNOVATIVE STRATEGIES TO ADDRESS OUR MOST PRESSING LOCAL CHALLENGES WITH REAL, IMPACTFUL SOLUTIONS. UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES ALSO ALLOWS DONORS TO DIRECT THEIR CAMPAIGN PLEDGES TO ELIGIBLE HEALTH AND HUMAN SERVICE ORGANIZATIONS.
COMMUNITY IMPACT AND SERVICES: COMMUNITY IMPACT EXPENSES ARE INCURRED TO ACCOMPLISH THE INVESTMENT PROCESS DESCRIBED IN THE COMMUNITY IMPACT SECTION IN 4A ABOVE. ADDITIONALLY, COMMUNITY SERVICES INCLUDE A DONOR DESIGNATION PROGRAM TO COLLECT, PROCESS AND TRANSFER DONATIONS ON BEHALF OF HUNDREDS OF HEALTH AND HUMAN SERVICE AGENCIES IN THE GREATER ROCHESTER AND THE FINGER LAKES REGION. UNITED WAY PROVIDES ANNUAL AFRICAN AMERICAN, LATINO, LGBTQ, LABOR AND YOUNG PROFESSIONAL LEADERSHIP DEVELOPMENT PROGRAMS TO PROMOTE A DIVERSITY OF LEADERSHIP THROUGHOUT THE COMMUNITY. THE ORGANIZATION ALSO PROVIDES SYNERGY SERVICES TO HELP LOCAL NOT-FOR-PROFIT AGENCIES EXPLORE AFFILIATION AS A MEANS OF INCREASING OPERATIONAL EFFICIENCIES AND IMPROVING PROGRAM SERVICES.
GRANTS: GRANT EXPENDITURES INCLUDE AMOUNTS TO FUND THE FOLLOWING PROGRAMS: SUMMER LEARNING PROGRAMS; PROJECT UPLIFT TO PROVIDE DIRECT SUPPORT TO LOW-INCOME INDIVIDIUALS THROUGH A NETWORK OF HUMAN SERIVCE PROVIDERS; COMMUNITY CRISIS FUND IN RESPONSE TO COVID-19; A MOBILITY MANAGEMENT PILOT PROGRAM FOCUSING ON INCREASING MEDICAID ELIGIBLE PATIENT ENGAGEMENT; LIVABLE COMMUNITIES WORK WITH AGING ALLIANCE; AND STABLE HOUSING SUPPORT.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Jaime Saunders President And CEO | OfficerTrustee | 37 | $297,243 |
Laurie Ganon Chief Financial Officer | Officer | 34 | $186,644 |
Cicely Strickland-Ruiz Chief Operating Officer | Officer | 40 | $145,940 |
Jennifer Cathy Chief Impact Officer | 40 | $134,732 | |
Barbara Pierce Chief Development Officer | 40 | $132,943 | |
Laura Gustin Dir. Of Monroe County Syst | 40 | $130,657 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $221,061 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $7,391,920 |
| All other contributions, gifts, grants, and similar amounts not included above | $26,298,118 |
| Noncash contributions included in lines 1a–1f | $1,746,484 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $33,911,099 |
| Total Program Service Revenue | $0 |
| Investment income | $2,673,170 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $8,484,206 |
| Net Income from Fundraising Events | $10,501 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $45,112,374 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $25,639,623 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $740,309 |
| Compensation of current officers, directors, key employees. | $178,482 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $5,521,378 |
| Pension plan accruals and contributions | $338,397 |
| Other employee benefits | $1,318,269 |
| Payroll taxes | $449,090 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $251,527 |
| Fees for services: Accounting | $57,075 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $889,779 |
| Fees for services: Other | $5,935,908 |
| Advertising and promotion | $220,251 |
| Office expenses | $221,489 |
| Information technology | $434,259 |
| Royalties | $0 |
| Occupancy | $232,326 |
| Travel | $28,100 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $123,183 |
| Interest | $0 |
| Payments to affiliates | $569,838 |
| Depreciation, depletion, and amortization | $39,600 |
| Insurance | $167,709 |
| All other expenses | $0 |
| Total functional expenses | $43,290,784 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $4,029,501 |
| Savings and temporary cash investments | $2,943,656 |
| Pledges and grants receivable | $10,800,053 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $55,390 |
| Investments—publicly traded securities | $90,468,923 |
| Investments—other securities | $74,439,146 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $6,803,774 |
| Total assets | $189,540,443 |
| Accounts payable and accrued expenses | $4,145,059 |
| Grants payable | $5,345,807 |
| Deferred revenue | $1,535,575 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $142,088 |
| Total liabilities | $11,168,529 |
| Net assets without donor restrictions | $95,560,446 |
| Net assets with donor restrictions | $82,811,468 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $189,540,443 |
Grants Awarded
Over the last fiscal year, United Way Of Greater Rochester And The Finger Lakes Inc has awarded $24,439,940 in support to 373 organizations.
| Grant Recipient | Amount |
|---|---|
Penfield, NY PURPOSE: CHARITABLE GIFT FUND | $937,053 |
Rochester, NY PURPOSE: AGENCY ALLOCATION & GRANT | $906,241 |
Rochester, NY PURPOSE: AGENCY ALLOCATION & GRANT | $777,365 |
SALVATION ARMY PURPOSE: AGENCY ALLOCATION & GRANT | $773,158 |
Rochester, NY PURPOSE: AGENCY ALLOCATION & GRANT | $763,365 |
Rochester, NY PURPOSE: AGENCY ALLOCATION | $735,133 |
Grants Recieved
Over the last fiscal year, we have identified 54 grants that United Way Of Greater Rochester And The Finger Lakes Inc has recieved totaling $2,392,075.
| Awarding Organization | Amount |
|---|---|
Rochester Area Community Foundation Rochester, NY PURPOSE: FOR GENERAL SUPPORT | $471,432 |
Greater Rochester Health Foundation Rochester, NY PURPOSE: RACIAL HEALTH EQUITY | $431,000 |
Paychex Charitable Foundation Inc Rochester, NY PURPOSE: OPERATING SUPPORT | $300,000 |
Schwab Charitable Fund San Francisco, CA PURPOSE: PUBLIC, SOCIETAL BENEFIT | $223,200 |
Hutchins Family Foundation Inc Rochester, NY PURPOSE: GENERAL SUPPORT | $160,000 |
United Way Of Greater Rochester And The Finger Lakes Inc Rochester, NY PURPOSE: DONOR DESIGNATIONS | $157,620 |
Endowment Analysis
| Beg. Balance | $143,963,260 |
| Earnings | $1,891,121 |
| Net Contributions | $1,499,872 |
| Other Expense | $7,511,828 |
| Ending Balance | $139,842,425 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
United Way Of New York City New York, NY | $40,512,646 | $61,047,819 |
United Way Of Massachusetts Bay Inc Boston, MA | $61,459,192 | $54,248,060 |
Childrens Rescue Fund Bronx, NY | $24,029,170 | $53,044,030 |
Jewish Federation Of Greater Philadelphia Philadelphia, PA | $424,827,168 | $56,076,653 |
Masonic Charity Foundation Of New Jersey Burlington, NJ | $172,221,934 | $43,314,018 |
United Way Of Greater Rochester And The Finger Lakes Inc Rochester, NY | $189,540,443 | $45,112,374 |
The United Way Of Southwestern Pennsylvania Pittsburgh, PA | $71,821,513 | $41,142,392 |
United Way Of Connecticut Rocky Hill, CT | $9,253,569 | $38,307,240 |
Jewish Federation Of Greater Pittsburgh Pittsburgh, PA | $277,158,927 | $43,372,124 |
Foundation For Jewish Philanthropies Getzville, NY | $249,898,212 | $25,804,353 |
United Way Of Greater Philadelphia And Southern New Jersey Philadelphia, PA | $111,398,154 | $23,240,167 |
Colcom Foundation Pittsburgh, PA | $406,634,028 | $48,313,267 |