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Charity Contact Information BBB Wise Giving Alliance Comments Programs

Tax Status Governance Fund Raising Financial

Name:	United Way of Greater Rochester
Address:	75 College Avenue
	Rochester, NY 14607
Phone:	585-242-6400
Web Address:	www.uwrochester.org

United Way of Greater Rochester (UWGR) meets the 20 Standards for Charity Accountability.

UWGR conducts activities that use community resources to address social and human needs, and provide support services to existing and proposed programs that are designed to meet the social needs of the residents of Monroe County, New York, and surrounding counties (the “Community”). UWGR conducts events that provide information to the general public regarding the unmet social and human needs in the Community and that offer opportunities for discussing strategies for addressing these needs; and; disseminating information and offering programs that assist and encourage philanthropy and volunteerism. UWGR works to identify critical issues, then funds a combination of programs best positioned to address those issues. It works to bring people and resources together to tackle some of Rochester’s challenges. Some of these challenges include conditions that affect children. UWGR aims to ensure that students have the tools and support they need to improve their success in school. A goal of the UWGR is to prepare every student in the community for college, work and life by age 21. In addition the UWGR works to ensure that disability services have the support to provide necessary programs in the community.

For the fiscal year ended March 31, 2009, UWGR's program expenses were:

Allocations	32,436,449
Community impact and services	1,877,135
Total Program Expenses:	$34,313,584

Chief Executive : Peter C. Carpino, President and Chief Executive Officer

Compensation*:

$309,547

Chair of the Board: Samuel T. Hubbard, Jr.
Chair's Profession / Business Affiliation: Retired CEO - High Falls Brewing

Board Size: 33

Paid Staff Size: 60

*April 1, 2008 - March 31, 2009 compensation includes annual salary and, if applicable, benefit plans, expense accounts, and other allowances.

Method(s) Used:

Direct mail, telemarketing, special events, print advertisements, television, radio, grant proposals, Internet appeals, planned giving, and cause-related marketing.

Fund raising costs were 9% of related contributions. (Related contributions, which totaled $33,321,067, are donations received as a result of fund raising activities.)

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.

The following information is based on United Way's audited financial statements - consolidated for the fiscal year ended March 31, 2009.

Source of Funds
Annual campaign (net)	30,173,947
Investment income used in operations in accordance with the total return spending policy	5,672,856
Other revenue	2,802,312
Charitable gift fund gifts received	2,432,834
Endowment legacies and gifts received	550,907
Donated goods and services	163,379
Total Income	$41,796,235

Uses of Funds as a % of Total Expenses

Programs: 87%  Fund Raising: 8%  Administrative: 5%

Total income				$41,796,235
	Program expenses			$34,313,584
	Fund raising expenses			3,068,681
	Administrative expenses			1,846,747
Total expenses				$39,229,012
Income in Excess of Expenses				2,567,223
Beginning net assets				138,300,839
Other Changes in Net Assets				(48,717,774)
Ending net assets				92,150,288
Total liabilities				13,393,719
Total assets				$105,544,007

Note: Other changes in net assets, in the above financial information, represents investment loss of -$46,674,561; change in funded status of pension and post retirement liability of -$2,676,427; and prior period adjustment of $633,214.