UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES INC

EIN: 161015782 501(c)(3) Philanthropy & Grantmaking

ROCHESTER, NY

Total Revenue
$34,619,652
Total Expenses
$38,110,215
Total Assets
$183,199,138
Net Assets
$161,939,436
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1918
Legal Domicile
NY
Principal Officer
JAIME SAUNDERS
Phone
5852426400
Tax Period
2023-04-01 to 2024-03-31

UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES INC, founded in 1918, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $34.6M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $38.1M exceeded revenue, resulting in a 10% operating deficit.

Mission

UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES' MISSION IS TO MOBILIZE THE GOODWILL AND RESOURCES OF OUR COMMUNITY SO THAT EVERYONE CAN THRIVE. UNITED WAY SUPPORTS 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 IS A FOUR-STAR RATED CHARITY NAVIGATOR CHARITY, A BETTER BUSINESS BUREAU ACCREDITED CHARITY, AND HOLDS A GOLD SEAL OF TRANSPARENCY FROM GUIDESTAR.

Program Service Accomplishments

Program 1
Expenses: $16,407,404

COMMUNITY IMPACT: A NETWORK OF COMMUNITY VOLUNTEERS, IN COORDINATION WITH TRAINED STAFF, DETERMINE HOW UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES INVESTS DONOR DOLLARS FROM ITS ANNUAL...

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COMMUNITY IMPACT: A NETWORK OF COMMUNITY VOLUNTEERS, IN COORDINATION WITH TRAINED STAFF, DETERMINE HOW UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES INVESTS DONOR DOLLARS FROM ITS ANNUAL 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.

Program 2
Expenses: $3,164,930

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...

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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 REGION. 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.

Program 3
Expenses: $1,587,532

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...

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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; 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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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $26,717,637
Program Service Revenue $0
Investment Income $7,488,773
Other Revenue $413,242
TOTAL REVENUE $34,619,652

Expense Breakdown

Grants Paid $20,900,815
Salaries & Benefits $9,396,615
Fundraising Expenses $3,668,967
Program Expenses $31,058,582
Other Expenses $7,812,785
TOTAL EXPENSES $38,110,215

Year-over-Year Comparison

2023 2022 Change
Revenue $34,619,652 $31,306,632 +0.1%
Expenses $38,110,215 $44,522,537 -0.1%
Net Income $-3,490,563 $-13,215,905 -0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
30
Independent Members
29
Employees
118
Volunteers
1407

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
13
$651,195
Total Directors
31
$402,136
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
RUFUS JUDSON CHAIR 1.00
Officer Director
$0 $0 $0
DOLORES KRUCHTEN BOARD MEMBER THROUGH 9/2023 1.00
Director
$0 $0 $0
MONA CHITRE SECRETARY 1.00
Officer Director
$0 $0 $0
JEAN ELLEFSON BOARD MEMBER 1.00
Director
$0 $0 $0
JOE WESLEY BOARD MEMBER 1.00
Director
$0 $0 $0
FAHEEM MASOOD BOARD MEMBER 1.00
Director
$0 $0 $0
DR KEVIN WILLIAMS BOARD MEMBER 1.00
Director
$0 $0 $0
DR ROBERT MAYO BOARD MEMBER 1.00
Director
$0 $0 $0
EDWARD WHITE BOARD MEMBER 1.00
Director
$0 $0 $0
DR HEIDI MACPHERSON BOARD MEMBER 1.00
Director
$0 $0 $0
DEBORAH STENDARDI BOARD MEMBER 1.00
Director
$0 $0 $0
MELISZA CAMPOS CHAIR ELECT 1.00
Officer Director
$0 $0 $0
CARRIE ANDREWS VICE CHAIR, LABOR 1.00
Officer Director
$0 $0 $0
TIM THANEY BOARD MEMBER 1.00
Director
$0 $0 $0
LAUREN DIXON VICE CHAIR 1.00
Officer Director
$0 $0 $0
LAURIE ZAUCHA IMMEDIATE PAST CHAIR 1.00
Officer Director
$0 $0 $0
JAIME SAUNDERS PRESIDENT AND CEO 38.00
Officer Director
$347,523 $54,613 $402,136
MATTHEW PARRILLI TREASURER 1.00
Officer Director
$0 $0 $0
PETER J ROBINSON VICE CHAIR 1.00
Officer Director
$0 $0 $0
MARY O'CONNELL VICE CHAIR, AUDIT 1.00
Officer Director
$0 $0 $0
NAOMI SILVER VICE CHAIR, GOVERNANCE 1.00
Officer Director
$0 $0 $0
DONALD CULETON VICE CHAIR, REGIONAL GROUP 1.00
Officer Director
$0 $0 $0
MATTHEW COLE BOARD MEMBER 1.00
Director
$0 $0 $0
VINCENT YACUZZO BOARD MEMBER 1.00
Director
$0 $0 $0
DR DEANNA BURT-NANNA BOARD MEMBER 1.00
Director
$0 $0 $0
SHELLY CLEMENTS BOARD MEMBER 1.00
Director
$0 $0 $0
STEPHANIE SCHAEFFER BOARD MEMBER 1.00
Director
$0 $0 $0
BETH TALIA BOARD MEMBER 1.00
Director
$0 $0 $0
CHETNA CHANDRAKALA BOARD MEMBER 1.00
Director
$0 $0 $0
ERIC LOGAN BOARD MEMBER 1.00
Director
$0 $0 $0
RYAN PETTINELLA BOARD MEMBER 1.00
Director
$0 $0 $0
LAURIE GANON CHIEF FINANCIAL OFFICER 35.00
Officer
$211,551 $37,508 $249,059
LAURA GUSTIN EXECUTIVE DIRECTOR, TOGETHERNOW 40.00
Highest
$140,962 $12,218 $153,180
AQUA PORTER EXECUTIVE DIRECTOR, RMAPI 40.00
Highest
$134,758 $15,423 $150,181
TERESA O'LOUGHLIN BIANCHI CHIEF DEVELOPMENT OFFICER 40.00
Highest
$133,407 $14,472 $147,879
NIKISHA JOHNSON ASSISTANT DIRECTOR, TOGETHERNOW 40.00
Highest
$124,089 $20,088 $144,177
ANGELA BROWN SENIOR PROJECT MANAGER, TOGETHERNOW 40.00
Highest
$107,027 $31,382 $138,409
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 No data No data No data No data
2024 $34,619,652 $38,110,215 $183,199,138 $-3,490,563
2023 $31,306,632 $44,522,537 $175,130,559 $-13,215,905
2022 $45,112,374 $43,290,784 $189,540,443 $1,821,590
2021 $71,376,155 $44,656,900 $196,725,346 $26,719,255
2020 $47,504,121 $38,754,419 $128,692,161 $8,749,702
2019 $33,101,321 $35,418,059 $149,868,507 $-2,316,738
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