Nonprofit · EIN 16-1015782
UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES INC
Tax-exempt · ROCHESTER, NY 14607
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $31,752,740 | $35,882,253 | -$4,129,513 | $183,174,930 | $21,344,057 | $161,830,873 |
| March 31, 2024 | 990 | $34,619,652 | $38,110,215 | -$3,490,563 | $183,199,138 | $21,259,702 | $161,939,436 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $26,629,015
- of which government grants
- $6,028,238
- Program service revenue
- $0
- Investment income
- $5,027,339
- Net gain from sales of assets
- $1,370,069
- Net income from fundraising events
- $7,428
- Other revenue
- $96,386
Expenses
- Grants and similar amounts paid
- $18,403,238
- Compensation of officers, directors and key employees
- $1,179,321
- Other salaries and wages
- $6,840,293
- Salaries, compensation and benefits (total)
- $10,426,013
- Professional fundraising fees
- $0
- Legal fees
- $266,801
- Accounting fees
- $97,500
- Occupancy
- $297,735
- Travel
- $33,060
- Depreciation
- $37,497
- Program services (functional)
- $28,154,467
- Management and general (functional)
- $3,923,869
- Fundraising (functional)
- $3,803,917
Balance sheet and other
- Total assets, start of year
- $183,199,138
- Total assets, end of year
- $183,174,930
- Total liabilities, end of year
- $21,344,057
- Net assets, end of year
- $161,830,873
- Land, buildings and equipment
- $183,072
- Publicly traded securities
- $82,279,915
- Net assets without donor restrictions
- $83,547,278
- Net assets with donor restrictions
- $78,283,595
- Gross receipts
- $59,151,997
- Employees
- 111
- Volunteers
- 1,303
- Year formed
- 1918
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAIME SAUNDERS | PRESIDENT AND CEO Trustee or director, Officer | 38 | $365,782 | $55,237 |
| LAURIE GANON | CHIEF FINANCIAL OFFICER Officer | 35 | $222,044 | $37,816 |
| SYED AHMAD | CHIEF INFORMATION & TECHNOLOGY OFFICER Key employee | 40 | $187,076 | $5,462 |
| LAURA GUSTIN | EXECUTIVE DIRECTOR, TOGETH Key employee | 40 | $151,487 | $13,192 |
| TERESA O'LOUGHLIN BIANCHI | CHIEF DEVELOPMENT OFFICER Highest-paid employee | 40 | $137,113 | $19,387 |
| AQUA PORTER | EXECUTIVE DIRECTOR, RMAPI Highest-paid employee | 40 | $138,946 | $15,435 |
| JEAN ROLLINS | CHIEF PEOPLE AND CULTURE OFFICER Highest-paid employee | 40 | $119,925 | $29,728 |
| NIKISHA JOHNSON | ASSISTANT DIRECTOR, TOGETH Highest-paid employee | 40 | $140,094 | $8,296 |
| ANGELA BROWN | SENIOR PROJECT MANAGER, TO Highest-paid employee | 40 | $111,158 | $31,311 |
| DINA VAZZANA | CHIEF OPERATING OFFICER Officer | 40 | $50,626 | $394 |
| RUFUS JUDSON | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DR MONA CHITRE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JEAN ELLEFSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOE WESLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| FAHEEM MASOOD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
27 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR KEVIN WILLIAMS | BOARD MEMBER Trustee or director | 1 | $0 |
| DR ROBERT MAYO | BOARD MEMBER Trustee or director | 1 | $0 |
| EDWARD WHITE | BOARD MEMBER Trustee or director | 1 | $0 |
| DR HEIDI MACPHERSON | BOARD MEMBER Trustee or director | 1 | $0 |
| DEBORAH STENDARDI | BOARD MEMBER Trustee or director | 1 | $0 |
| MELISZA CAMPOS | CHAIR ELECT Trustee or director, Officer | 1 | $0 |
| TIM THANEY | BOARD MEMBER Trustee or director | 1 | $0 |
| LAUREN DIXON | VICE CHAIR THROUGH 9/24 Trustee or director, Officer | 1 | $0 |
| LAURIE ZAUCHA | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 |
| MATTHEW PARRILLI | TREASURER Trustee or director, Officer | 1 | $0 |
| PETER J ROBINSON | VICE CHAIR THROUGH 9/24 Trustee or director, Officer | 1 | $0 |
| MARY O'CONNELL | VICE CHAIR, AUDIT Trustee or director, Officer | 1 | $0 |
| NAOMI SILVER | VICE CHAIR, GOVERNANCE THROUGH 9/24 Trustee or director, Officer | 1 | $0 |
| DONALD CULETON | VICE CHAIR, REGIONAL GROUP Trustee or director, Officer | 1 | $0 |
| MATTHEW COLE | BOARD MEMBER Trustee or director | 1 | $0 |
| VINCENT YACUZZO | BOARD MEMBER Trustee or director | 1 | $0 |
| DR DEANNA BURT-NANNA | BOARD MEMBER Trustee or director | 1 | $0 |
| SHELLY CLEMENTS | BOARD MEMBER Trustee or director | 1 | $0 |
| STEPHANIE SCHAEFFER | BOARD MEMBER THROUGH 9/24 Trustee or director | 1 | $0 |
| BETH TALIA | BOARD MEMBER Trustee or director | 1 | $0 |
| CHETNA CHANDRAKALA | BOARD MEMBER Trustee or director | 1 | $0 |
| ERIC LOGAN | VICE CHAIR, GOVERNANCE Trustee or director, Officer | 1 | $0 |
| RYAN PETTINELLA | BOARD MEMBER Trustee or director | 1 | $0 |
| CHRIS AEBLI | BOARD MEMBER Trustee or director | 1 | $0 |
| LAUREN GALLINA PAYNE | BOARD MEMBER Trustee or director | 1 | $0 |
| TED JORDAN | BOARD MEMBER Trustee or director | 1 | $0 |
| DR SHAUN NELMS | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended March 31, 2024: 37 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAIME SAUNDERS | PRESIDENT AND CEO Trustee or director, Officer | 38 | $347,523 | $54,613 |
| LAURIE GANON | CHIEF FINANCIAL OFFICER Officer | 35 | $211,551 | $37,508 |
| LAURA GUSTIN | EXECUTIVE DIRECTOR, TOGETHERNOW Highest-paid employee | 40 | $140,962 | $12,218 |
| AQUA PORTER | EXECUTIVE DIRECTOR, RMAPI Highest-paid employee | 40 | $134,758 | $15,423 |
| TERESA O'LOUGHLIN BIANCHI | CHIEF DEVELOPMENT OFFICER Highest-paid employee | 40 | $133,407 | $14,472 |
| NIKISHA JOHNSON | ASSISTANT DIRECTOR, TOGETHERNOW Highest-paid employee | 40 | $124,089 | $20,088 |
| ANGELA BROWN | SENIOR PROJECT MANAGER, TOGETHERNOW Highest-paid employee | 40 | $107,027 | $31,382 |
| RUFUS JUDSON | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DOLORES KRUCHTEN | BOARD MEMBER THROUGH 9/2023 Trustee or director | 1 | $0 | $0 |
| MONA CHITRE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JEAN ELLEFSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOE WESLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| FAHEEM MASOOD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DR KEVIN WILLIAMS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DR ROBERT MAYO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| EDWARD WHITE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DR HEIDI MACPHERSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DEBORAH STENDARDI | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MELISZA CAMPOS | CHAIR ELECT Trustee or director, Officer | 1 | $0 | $0 |
| CARRIE ANDREWS | VICE CHAIR, LABOR Trustee or director, Officer | 1 | $0 | $0 |
| TIM THANEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LAUREN DIXON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| LAURIE ZAUCHA | IMMEDIATE PAST CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MATTHEW PARRILLI | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| PETER J ROBINSON | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| MARY O'CONNELL | VICE CHAIR, AUDIT Trustee or director, Officer | 1 | $0 | $0 |
| NAOMI SILVER | VICE CHAIR, GOVERNANCE Trustee or director, Officer | 1 | $0 | $0 |
| DONALD CULETON | VICE CHAIR, REGIONAL GROUP Trustee or director, Officer | 1 | $0 | $0 |
| MATTHEW COLE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| VINCENT YACUZZO | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DR DEANNA BURT-NANNA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SHELLY CLEMENTS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| STEPHANIE SCHAEFFER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BETH TALIA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHETNA CHANDRAKALA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ERIC LOGAN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RYAN PETTINELLA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 75 COLLEGE AVE, ROCHESTER, NY 14607-1009
- Principal officer (990 for 2024)
- JAIME SAUNDERS, 75 COLLEGE AVENUE, ROCHESTER, NY 14607
- Signed the 990
- JAIME SAUNDERS, PRESIDENT & CEO
- Phone
- (585) 242-6400
- Website
- WWW.UNITEDWAYROCFLX.ORG
- Return prepared by
- BONADIO & CO LLP
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 accomplishments
- 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.Expenses $14,803,421 · grants $14,224,294
- 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.Expenses $4,977,660 · grants $1,605,068
- TOGETHERNOW (TN): UNITED WAY SERVES AS HOST AND FISCAL AGENT FOR TOGETHERNOW (TN) WHOSE GOAL IS TO IMPROVE THE HEALTH AND ECONOMIC WELL-BEING OF INDIVIDUALS AND FAMILIES IN MONROE COUNTY, ESPECIALLY THOSE WHO ARE VULNERABLE OR IMPACTED BY POVERTY. BY CONNECTING A DIVERSE NETWORK OF COMMITTED PROVIDERS WITH COMMUNITY MEMBERS, THEY HAVE ESTABLISHED AN ACCESSIBLE NETWORK OF EDUCATION, HEALTH, AND HUMAN SERVICES USING THEIR INFORMATION-SHARING PLATFORM, MYWAYFINDER.Expenses $4,851,552 · grants $220,938
- ROCHESTER-MONROE ANTI-POVERTY INITIATIVE: UNITED WAY IS THE FIDUCIARY AGENCY FOR THE ROCHESTER-MONROE ANTI-POVERTY INITIATIVE (RMAPI), A MULTISECTOR COMMUNITY COLLABORATIVE WITH A GOAL TO IMPROVE QUALITY OF LIFE BY REDUCING POVERTY AND INCREASING SELFSUFFICIENCY. TO DO THIS, RMAPI IS FOCUSED ON INCREASING INCOME, MAKING BASIC NEEDS MORE AFFORDABLE AND ACCESSIBLE, AND LOWERING CONCENTRATIONS OF POVERTY. RMAPI FOCUSES ON CREATING SYSTEMWIDE CHANGES TO CREATE LONGTERM IMPROVEMENTS AND REDUCE POVERTY. THE INITIATIVE HAS SET OUT TO ADDRESS TWO MAIN AREAS: THE ACCESSIBILITY AND AFFORDABILITY OF BASIC NEEDS, AND HELPING PEOPLE FIND AND KEEP JOBS THROUGH EFFECTIVE WORKFORCE DEVELOPMENT STRATEGIES.Expenses $833,548 · grants $16,037
- 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.Expenses $374,461 · grants $76,960
- ROC THE DAY: ROC THE DAY IS AN ANNUAL 24-HOUR ONLINE EVENT ESTABLISHED BY UNITED WAY THAT PROVIDES DONORS AN OPPORTUNITY TO SELECT FROM OVER 600 ELIGIBLE NOT-FOR-PROFIT ORGANIZATIONS IN THE NINE-COUNTY GREATER ROCHESTER AREA. UNITED WAY POWERS THE ROC THE DAY WEBSITE, CONVENES COMMUNITY PARTNERS, RECRUITS LOCAL NOT-FOR-PROFITS TO PARTICIPATE AND PROCESSES THE DONATIONS DURING THE EVENT. ROC THE DAY IS OPEN TO ANY ELIGIBLE NOT-FOR-PROFIT IN THE NINE-COUNTY GREATER ROCHESTER REGION, SERVING A VARIETY OF SECTORS INCLUDING ANIMALS, ARTS AND CULTURE, ENVIRONMENT, HUMAN SERVICES, HEALTH, EDUCATION, RELIGION AND COMMUNITY DEVELOPMENT.Expenses $671,080 · grants $617,196
- DONOR ADVISED FUNDS: UNITED WAY OFFERS A DONOR ADVISED FUND PROGRAM (DONOR ADVISED FUNDS) THAT ALLOWS DONORS TO COMBINE THE MOST FAVORABLE TAX BENEFITS WITH THE FLEXIBILITY TO SUPPORT THEIR FAVORITE CHARITY AT ANY TIME. DISTRIBUTIONS CAN BE MADE WITH THE APPROVAL OF UNITED WAY TO ANY ORGANIZATION THAT QUALIFIES FOR TAX DEDUCTIBILITY UNDER THE INTERNAL REVENUE CODE.Expenses $1,642,745 · grants $1,642,745
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 16-1015782
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Group exemption
- Exempt since
- 1987
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T700)
- Group exemption
- 9192
- Assets (IRS master file)
- $183,174,930
- Income (IRS master file)
- $59,151,997
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $31,752,740 | $35,882,253 | $183,174,930 | IRS |
| 990-T | March 2025 | – | – | – | IRS |
| 990 | March 2024 | $34,619,652 | $38,110,215 | $183,199,138 | XML |
| 990-T | March 2024 | – | – | – | IRS |
| 990 | March 2023 | $31,306,632 | $44,522,537 | $175,130,559 | IRS |
| 990-T | March 2023 | – | – | – | IRS |
| 990 | March 2022 | – | – | – | IRS |
| 990-T | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990-T | March 2021 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 16-1015782).
Questions about UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES INC
- What is the EIN of UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES INC?
- The employer identification number (EIN) of UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES INC is 16-1015782.
- Is UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Group exemption).
- Which annual return does UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES INC due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES INC?
- The 990 for the year ended March 31, 2025 names JAIME SAUNDERS.
- Who are the officers and directors of UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES INC?
- The 990 for the year ended March 31, 2025 lists 42 people; 10 received compensation from the organization, the highest $365,782 (JAIME SAUNDERS, PRESIDENT AND CEO).
- How much revenue does UNITED WAY OF GREATER ROCHESTER AND THE FINGER LAKES INC have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $31,752,740, expenses of $35,882,253 and total assets of $183,174,930 at year end.
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