United Way of Greater Rochester Inc

Nonprofit profile at a glance

EIN
223105267
IRS 990 coverage
2018–2020
Forms available
Form 990 2020
Location
Rochester, NY, USA
Phone
5852426400
Rating
81
Verdict
STRONG
Rating confidence
Moderate

Official website

Reported finances

Revenue
$2,903,569
Expenses
$2,537,296
Assets
$5,398,202
Liabilities
$0

Source: IRS Form 990. Selected filing: tax year 2020. Amounts in USD.

Leadership & pay

74 people listed

Executive titles in this filing

  • TRISHA KOCZENT (PAST PRESIDENT; WAYNE CO)
  • JOHN GINGERICH (BOARD PRESIDENT; WAYNE CO.)
  • MELISSA STEIN (PRESIDENT; GENESEE CO)
  • LAURIE PFAFF (VICE PRESIDENT; GENESEE CO)
  • VINCENT YACUZZO (PRESIDENT; ONTARIO CO.)
  • MATTHEW J HOOSE (PAST PRESIDENT; ONTARIO)

People named in this filing

  • JOHN TRIOU (PAST VICE CHAIR; WAYNE C)
  • MICHAEL WAEGHE (BOARD MEMBER; WAYNE CO.)
  • TAMMY HASKELL (SECRETARY; WAYNE CO.)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2020. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

United way of greater rochester's mission is to unite the good will and resources of the greater rochester 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.

What it reported doing in 2020

Allocations: the mission for the regional united way's is to magnify and focus the power of community resources. Donors magnify the power of their gifts and the long-term change they make happen by supporting united way. Programs are funded that help children, seniors, people with disabilities, and neighborhoods.

Operating model

Revenue model
Donor-supported. 99% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 93% of its reported program spending out as grants.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Fundraising costs are high for each dollar raised and program spending has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 77
  • Transparency & Controls: 81
  • Accountability: 100
  • Sustainability: 67
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 82.1%; rating input score 82
  • Program expense ratio: 85.1%; rating input score 85
  • Fundraising efficiency: $8.13 raised per $1 spent on fundraising; rating input score 24; 24th percentile among comparable filings

Transparency & Controls

  • Consistency checks: 91.7%; rating input score 92; 6th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 67.8%; rating input score 68; 17th percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
  • Governance controls: 7 of 7 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 12.6%; rating input score 57; 57th percentile among comparable filings
  • Total-asset coverage ratio: 2.13; rating input score 62; 62nd percentile among comparable filings
  • Liabilities to assets ratio: 0; rating input score 98; 98th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 92; 92nd percentile among comparable filings

Growth

  • Program expense growth: -0.4% per year; rating input score 0; 24th percentile among comparable filings
  • Revenue growth: 9.1% per year; rating input score 100; 69th percentile among comparable filings
  • Asset growth: 7.3% per year; rating input score 100; 53rd percentile among comparable filings

Details

  • Where the money goes: 82.1% of revenue deployed · 85.1% of spending went to programs
  • Governance: 74 of 74 board members independent · 7 of 7 filing controls reported
  • Programs: 2 filed program accomplishments · $2.2M in reported program spending
  • Leadership: top reported pay $0 · 74 people listed
  • Consistency: 23 of 24 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors and grants
  • Filing history: 3 filing years from 2018 to 2020
  • Contacts: How to reach this organization
  • Money network: 74 filed money-flow records
  • Related organizations: 75 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Financial Efficiency: Fundraising efficiency scored 24/100.
  • High — Growth: Program expense growth scored 0/100.
  • Review — Sustainability: Operating margin scored 57/100.
  • Review — Transparency & Controls: Domestic grant itemization did not reconcile in the filed values.