A N N U A L U P D AT E 2019-2020

PROBLEM SOLVER,INNOVATOR AND

CONNECTOR

UNITED WAYI S A L E A D I N G

I N T H E

Mohawk Valley

A M E S S A G EF R O M T H E C E O

United Way is more than a fundraising organization. United Way of the Mohawk Valley is a convener, innovator, and problem solver. We are a leader in evaluating community needs, defining gaps, and bringing local partners together to solve the problems of our community.

We invest in programs that are proven to make a local impact and drive change in three areas

of focus: education, health, and financial stability – each a crucial component to our community

today and its future. We make a difference in the lives of many by increasing access to healthy and

affordable food choices, addressing early education and intervention, and tackling the root causes

of poverty.

United Way MV has brought millions of dollars of funding from grants to tackle important issues

facing our community, including funds for childcare, housing, food, and shelter.

You play an important role in our work. Working together with our donors, volunteers, non-profit

partners, and community advocates, we can help the Mohawk Valley thrive.

Thank you for your partnership!

Erin Gutierrez Matt

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O U R F O C U S I S O N

T H E B U I L D I N G B L O C K S F O R A

UNITED WAY FUNDS DOZENS OF LOCAL PROGRAMS AND INITIATIVES HELPING THOUSANDS OF PEOPLE IN OUR COMMUNITY.

Learn more at unitedwaymv.org/ourwork

United Way’s Impact: A snapshot of our work and our funded parthers’

children were given support to succeed in school.

residents were given assistance to address financial crises and create stability.

individuals were linked to resources to help them through United Way’s 211 database.

individuals were provided outlets to achieve and sustain healthy lifestyles.

meals were provided for families in need.

E D U C A T I O N ,H E A L T H , A N D

F I N A N C I A LS T A B I L I T Y

Q U A L I T Y O F L I F E .Good

4 ,365119,646

4 ,510108 ,000+

10 ,000+

2

United Way plans for the future while staying nimble to act in times of crisis or disaster. COVID-19 has impacted our community members in a way never seen before. United Way took action to support the amplified and evolving needs in the Mohawk Valley, including creating our joint MV COVID-19 Fund, securing and distributing masks, and establishing a resource to put food on the table for families in need.

C O V I D - 1 9

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COVID-19RESPONSE FUND

P O W E R E D B Y

M O H A W K V A L L E Y

United Wayof the Mohawk Valley

We created the local Mohawk Valley COVID-19 Response Fund in partnership with The Community Foundation of Oneida and Herkimer Counties. Designed to rapidly deploy grants, this fund helped to connect local front-line organizations to needed resources.

T H I S F U N D R A I S E D A N D D I S T R I B U T E D M O R E T H A N $ 1 M I L L I O N T O L O C A L N O N - P R O F I T S T O P U R C H A S E L I F E - S A V I N G M E D I C A L E Q U I P M E N T , E S S E N T I A L P P E , A N D C L E A N I N G S U P P L I E S , I N C R E A S E A C C E S S T O F O O D , O F F E R T E C H N I C A L S U P P O R T , A N D M O R E .

$1 ,000,000+ INVESTED 1

Personal Protective Equipment during COVID-19 has been an essential part of everyday life for our frontline workers, non-profits, local businesses, and community residents.

T H E V E R Y G E N E R O U S P P E E Q U I P M E N T G R A N T H A S M A D E S U C H A N I N C R E D I B L E D I F F E R E N C E F O R O U R A G E N C Y . I T W O U L D H A V E E X T R E M E L Y D I F F I C U L T F O R U S C R E A T E A S P A C E T H A T E N A B L E S S T A F F A N D C L I E N T S T O F E E L C O M F O R T A B L E A N D S A F E W I T H O U T T H E S E F U N D S .- Stephanie Eghigian, Empowered Pathways

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United Way utilized our connections within the community to distribute 140,000+ masks donated by Bank of America and New York Volunteer Organizations Active in Disaster, to local non-profits, childcare centers, and individuals.

MASKS & PPE

2 1 1 C O N T I N U E S T O H E L P I N D I V I D U A L S N A V I G A T E S E R V I C E S T H R O U G H O U T T H E

C O V I D - 1 9 P A N D E M I C B Y C O N N E C T I N G T O R E S O U R C E S F O R F O O D , H O U S I N G , & U T I L I T I E S .

211 is the database built to deliver local solutions to individuals in need. Residents can get better results and connected to help faster with a call, text, or online search with 211. Every day, but especially in times of crisis, 211 is a crucial resource to our community.

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1 2 3

We are committed to taking on the issues that impact our community most, like childcare. In partnership with the Empire State Poverty Reduction Initiative (ESPRI), United Way launched the region’s first licensed extended-day childcare center, called Academics First.

This project is centered on providing safe, affordable childcare, with education in the forefront. We hope this childcare center is a model for change in our community, as the modern family’s work hours vary beyond generalized business hours. Academics First was designed and launched to meet the needs of our community to enable job advancement, higher education attainment and growth of strong families.

E X T E N D E D - D AY C H I L D C A R E C E N T E R , A C A D E M I C S F I R S T O P E N S !

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ACADEMICS FIRST CARES FOR CHILDREN AGES 6 WEEKS TO 12 YEARS OLD. THE CENTER OFFERS SPECIALLY DESIGNED ROOMS FOR INFANTS, TODDLERS AND GROUPS OF SCHOOL AGED CHILDREN.

30 NEW JOBS CRE ATED 100 CHILDREN+

ESPRIPOVERTY REDUCTION

INITIATIVE

EMPIRE STATE

United Way launched the region’s first easy-to-use, cloud-based volunteer platform, VOLUNTEERS UNITED. This platform is building capacity and driving efficiency for local non-profits by changing the way they connect with volunteers.

V O L U N T E E R S U N I T E D

United Way brought hundreds of volunteers together giving 4,168 hours of their time.

The IRS values volunteer time at $27.20 an hour.

$113,369.60 of volunteer time was given last year.

This innovative platform creates ease and efficiency for both volunteers and non-profits. Volunteers United offers volunteer time tracking, auto-alerts, and streamlined communications between non-profit and volunteer. Whether volunteering as an individual or utilizing the platforms team option, this platform makes it easy to connect to opportunities to make a difference.

$27 .204,168 HOURS

100 CHILDREN

X = $113,369.60

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B U S I N E S S M A C H I N E S & E Q U I P M E N T A N D H U M M E L ’ S O F F I C E P L U S A R E E X C I T E D T O P A R T N E R W I T H U N I T E D W AY M V O N V O L U N T E E R S U N I T E D . T H I S E N D E A V O R I S A G R E A T R E S O U R C E A N D S O L U T I O N F O R O U R L O C A L C O M M U N I T Y A N D I T S ’ S N O N - P R O F I T S . W E H A V E E M B R A C E D I N O U R M I S S I O N , W I T H A F O C U S O N O U R E M P L O Y E E S G I V I N G B A C K T O O U R L O C A L C O M M U N I T Y W I T H T H E I R T I M E , T A L E N T S , A N D T R E A S U R E S- Steve Mitchell, BME Vice President of Sales and Development and Justin Hummel, Hummel’s Office Plus, CEO

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United Way’s ability to identify and fill gaps in services is part of what makes our work essential to our community. In June 2019, United Way learned the summer program which provided lunches to families would not be available. In the city of Utica, 85% of students receive free or reduced lunches at school. The lack of this program would have left hundreds of families to struggle putting food on the table through the summer. United Way stepped-up and within just a couple of weeks created and lunched our Summer Lunch Program in the city of Utica, supplying thousands of packed lunches children and families throughout the summer.

2 0 1 9 S U M M E R L U N C H P R O G R A M

Our partners for the 2019 Summer Lunch Program included Hope House, HOOD, Smith Packing, Oneida County’s Workforce Development office, and Food Bank of Central New York, and dozens of volunteers.

WITH A VAST NETWORK OF LOCAL BUSINESS AND NON-PROFIT PARTNERS, TOGETHER WE MAKE AN IMPACT ON THE LIVES OF THOUSANDS.

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8 , 165 ME ALS DEL IVERED TO FAMIL IES

Alexis de Tocqueville SocietyAndrew Carnegie $20,000+Bank of America

Bank of Utica

H. Thomas Clark, Jr. & Bernadette T. Clark

F.X. Matt Brewing Company

M&T Bank

National Grid

Utica National Insurance Group

John Hopkins $15,000 - $19,999CONMED Corporation

Curt & Beth Hartman

Indium Corporation of America

Observer-Dispatch

Rising Phoenix Holdings Corporation

John F. & Jackie Romano

Jane Addams $10,000 - $14,999Ronald & Sheila Cuccaro

Hannaford NATIONAL

Lupini Construction, Inc.

McCraith Beverages, Inc.

Utica First Insurance Company

Jack B. Riffle AssociatesPlatinum - $7,500-$9,999Elizabeth & Larry Gilroy

Pinny & George Kuckel

Mr. & Mrs. Nicholas O. Matt

Stewart’s/Dake Family

Mary H. Vicks

Diamond $5,000-$7,499Adirondack Bank

Ball Corporation

Cris & Ann Brodock

Rich & Lynn Creedon

John Eckmair

Denyse & Greg Evans

Excellus BC/BS Utica Region

The Fountainhead Group, Inc.

Steven & Beth Guzski

Eric Hubbard

Hubbard Tool & Die Corp.

Christopher & Virginia Kelly

Alan & Nina Leist

Northland Communications

Saunders Kahler, LLP

Gary & Marcia Scalzo

Sturges Manufacturing Company

Judy V. Sweet

Tips & Dies

Dwight E. Vicks III

Vicks Lithograph & Printing Corp.

ANONYMOUS - 1

Gold $3,000-$4,999Boilermaker Road Race, Inc.

Don & Edie Carbone

Jim & Meg Clifford

Cliff’s Local Market

ECR International

Blake & Cathy Ford

Daniel S. Jonas & Alexandra C. Epsilanty

Dr. Ron Kaye & Mrs. Mary Kaye

Marcia & Patrick Knapp

Michelle C. LeMasurier

Dr. W. Anthony & Carol B. Mandour

Fred & Carrie Matt

Dan & Pam Meehan

John & Betty Meehan

Gregory M. Morra

MVCC PA

NBT Bank, N.A.

Stephen W. Orvis

Stephen & Gina Surace

WalMart Distribution Center #6038

Zurschmit Family

ANONYMOUS - 1

Silver $2,000-$2,999Ross & Julie Berntson

Drs. James Bramley & Patricia Lane

Timothy A. Butcher

Charles A. Gaetano Construction Corp.

Mr. & Mrs.* Walter T. Foley

Amy Gaffney

Randy J. Hubbard

James C. Humphrey

Jonas Kelly & Heidi Jones

Mark S. Lewandrowski

Steve & Amanda Mandia

Kristen Martin

Nicholas R. & Erin G. Matt

Lillian D. Matt

Jim & Ursula McCarthy

McQuade & Bannigan, Inc.

Anthony & Eleanor Picente

Tom E. Sinnott

Paul & Lori Totaro

Symeon & Shelli Tsoupelis

Bernie Turi

United Parcel Service

Dale & Eve M. Van de Wal

Laura J. Walker

Harry & Ruth Wolfe

ANONYMOUS - 2

Adirondack ClubCherry Level $1,500-$1,999Steve & Catherine Alessandrini

Rocco & Victoria Arcuri

Tracy Bach

Gerard T. Capraro

Carpenters Local Union #277

Terry Cascioli

Heather L. & Richard A. Cohen

Paul & Andrea Cohen

Roger A. Coyle

Steve & Dianne DiMeo

Reverend Paul J. Drobin

Jon M. Earl

First Source FCU

Michael & Martha Giacobbe

Timothy J. Giarrusso

Julie & Steve Gorczynski

Tyler & Katie Griffith

Hummel’s Office Plus

William & Cynthia Krause

Catherine Lambert

Debra & Keith Landman

David & Judy Manzelmann

Michael & Mischael McKenna

Bill & Mona Perrotti

Justin H. Rishel

Nancy A. Rockhill

Brad Saia

Sears Realty Co., Inc.

Utica Gas & Electric EFCU

WalMart #2234 - Rome

WalMart - Out of Area

ANONYMOUS - 1

Oak Level $1,000-$1,499Israel Acosta

Mark & Kathy Angelucci

Ruth & Gene Blackburn

Christopher Boardman

The Borton Family

Elizabeth Bowers

Bruce & Shannon Brach

David & Valerie Brown

Steven T. Bryant

Kristyn Bucciero

C2C Construction Solutions

John & Beth Calogero

Central New York Labor Council, AFL-CIO

Amber J. Clarke

Mr. & Mrs. Robert M. Cooper

Richard S. Crandall

Deb & Chris Crane

Kevin R. Crosley

Robert & Laraine* Dell

Michael J. DePietro, CPA

Wink Doolittle & Linda O’Connor

Frank & Liz DuRoss

Robert Esposito

Louis A. Falvo III

Ralph & Jennifer Figueroa

Vincent M. Grove

Dawn M. Gubbins

H. J. Brandeles Corp.

Samuel D. & Nancy J. Hester

Sally Hinman

Holland Farms Bakery & Deli

John A. Humphreys

Dana & Cathy Jerrard

Debbie Johncox

JPJ Electronic Communications, Inc.

Shawn & Diane Kain

Dean Kelly

Bill K. King

Madeleine LaCotera

LiUNA Laborers Local #190

David Mathis

F. X. Matt III

Michael F. McNamara

Christine J. Milewski

Mohawk Valley Builders Exchange, Inc.

Denise J. Morgan, Esq.

Stephen Mraz

Matthew & Megan Nicholl

Barb & Ed Paparella

Ron & Paula Passafaro

Shannon C. Peck

Jon & Dianne Perry

Robert & Melissa Porten

Tim & Cindy Reed

Mr. & Mrs. Robert J. Roberts III

Scott & Martha Shatraw

Richard & Ann Shlotzhauer

David Socha

Mr. & Mrs. John B. Stetson

Maria E. Suppa

Kyle & Julie Tomlin

James B. Tracy

Utica District Telephone EFCU

Jim Wallace

Wells Fargo

Susan Wheaton

Mark Williams

David & Pamela Wojnas

Stephen R. Zogby & Noreen E. Sheridan

ANONYMOUS - 7

Maple Level $750-$999Steve Alcott

Peter T. Baildon

Dr. & Mrs. Robert L. Bradley

Cristine Broccoli

Michael & Monica Buttimer

C&S Wholesale Grocers, Inc.

Elizabeth Caraco

Daniel Cieplenski

Robert B. Clark

Joan M. Farmer

Brant Ford

Joseph & Ann Gale

Glen Gardeski

Joseph A. Gizzi

Gomez and Sullivan Engineers, P.C.

Sarah Mariani-Hinman

Sandra Hoyland

Heather M. Kirkland

Rebecca J. Laymon

Brian Loughlin

Melissa L. Mann

Richard E. Moquin

Ann Marie Palladino

Shawna Papale

Greg Raab

Robert W. Baird & Co. Incorporated

Dawn G. Roller

Frank C. Sardelli

Brian D. Saville

Robert J. Schneider

Jennie M. Shearin

Sandra R. Sherwood

Theresa & Dan Swider

Terry & Patty Terenzetti

Bette J. Thomas

Mr. & Mrs. Tracy Thompson

Lisa M. Urich

Patrice Van Nortwick

Lynne M. Williams

ANONYMOUS - 4

Pine Level $500-$749JJohn J. Acee II

Michele & Kelly Adams

Kevin E. Alexander

Robert & Lisa Marie Alexander

April J. Arch-Espigares

Assured Information Security

Michelle R. Barbano

Betty-Joan Beaudry

Dawne S. Berlinski

Jaime Bonfardice

Suzanne M. Brackett

Michael T. & Lynn L. Brady

Alicia M. Brockway

Elaine F. Brown

Scott T. Brown

Kyle C. Burch

Ralph & Heather Burgdoff

William Burnett

Clare Burth

Tricia A. Bushee

Mary B. Byrd

Barbara W. Cain

Cathleen M. Caliguire

Alex E. Carbone

Laura Casamento

Cathy A. Castor

Denise L. Cavanaugh

Norma J. Chrisman

Lawrence J. Combs

Patrick J. Costello

M. Patricia A. Cotter

Jamie A. Coughlin

Daryl Crouch

Earl Cunningham

CWA Local 1126

Stephanie F. Davis-Clark

John & Corazon Deecher

Elis & Anne DeLia

Scott DeNoon

Barry & Laurie Depot

DiGiorgio Law Firm, PLLC

Cynthia L. Dilauro

Frank & Dorothy DiLorenzo

Donna M. Dolansky

Lori A. Dolly

Cindy M. Domingue-Hendrickson

Joan Donovan

Mark & Kathy Donovan

Jerry M. Delaney

Christopher & Carrie Evans

Mary Carol Evans

Michael & Melissa Evolo

Marc C. Fasolo

Linda Forth

Patrick Gallagher

Jeffrey George

Sandra J. Giehl

Jeffrey W. Gornick

Ken Gottuso

Ryan Goux

Hanka Grabovica

Crystal L. Graves

Christopher Grisham

Megan Gymburch

JoAnn & Bruce Hall

Julie Hall

Liam Halpin

William Halpin

John E. Harter

Dietra Harvey

Gale M. Hatch

Daria R. Helmer

Christopher M. Heretz

Kirk B. Hinman

Mark Hinman

John H. Hobika, Jr.

Jean M. Hogan

Douglas A. Holmes

Robert N. Jarrett

Selma Jasencic Lupardo

Kari A. Johnson

Johnson Park Center

Michelle S. Jones

John T. Kahler, DDS

David & Jeanine Kavney

Amy J. Kearney

Dr. & Mrs. Kenneth K. Kim

Gillian King

Shana King

Murray J.S. Kirshtein

Ross & Sue Kraft

Linda J. Lacelle

Jerome V. LaLonde

Lenore Lampert

Gerald Lampman

Sandra R. LaSalle

Last Left Band

Justin & Josie Latus

Elizabeth A. Lawson

Elizabeth A. Lehner

John C. Lercara

Henry C. Lohr

Jonathon Loomis

Mr. & Mrs. Robert J. Loomis

Karole T. Loucks

Harry H. & Martha S. Love

Peggy T. Ludwig

Dave & Cynthia Lyman

Joseph G. Malecki

Lindsey Mandia

Robert & Donna Manfredo

Gabriele A. Martini

Joseph Mathlin

Lauren & Dominick Mattia, Sr.

Tammy A. & Ricardo J. Mauro

Tina M. McBee

Jaclyn T. McDowell

Myles McKeone

Ronald J. McLean

Meelan’s Carpet One Floor & Home

Scott Miller

William & Bertha Morehouse

Richard & Barbara Morey

Wendy A. Morgan

Joshua D. Moynihan

Len & Noelle Murphy

Scott Murray, Jr.

Tom Neumann & Corrine Gates

Newport Telephone Company, Inc.

NYS Public Employees Federation

Anthony M. Obernesser

Ronald W. O’Dell, Sr.

Daniel O’Toole

Amy H. Palmieri

Elzbieta J. Pawlowski

Courtney Peck

Mark Pfisterer

Cynthia Phillips

Donna M. Prentice

Priceless Inspections, LLC

Raymond James Financial

Andrew M. Read

Robert J. Reed II

Mrs. Philip L. Reitz

Edward Reynolds

Robin M. Robinson

Paul D. Romano

Cheryl L. Rondenelli

Louisa S. Ruffine

Wilfredo Ruiz-Caban

Dr. William & Marjorie P. RyanChristine Sacco

Vincent P. Scalise

Aaron D. Schillawski

Diane R. Servello

2 0 1 9 L E A D E R S H I P D O N O R SPeter Shagory

William J. Slater

Sandra L. Soroka

Royanne L. Sprowell

Barbara M. Keyes

Gregory A. Stewart

Tricia L. Sticca

Thomas E. Stock

Strong-Burns & Sprock Funeral Home

David R. Styles

Kristen M. Synakowski

Matthew Taube

Brian Telfer

Robert D. & Beth A. Treen

Amy L. Van Apeldoorn

Thomas M. VanHatten, CPA

Jennifer VanWagoner

Richard & Alissa Viti

Lisa E. Walchusky

WalMart #2093

WalMart Retail #1677 - New Hartford

DellaA. Walters

Ward Arcuri Law Firm

Terence Weber

Jessica V. Weil

Richard R. Welchons

Kenneth S. Williams

Maggie Williams

Marie Williams

Nathan D. Yaworski

Melissa A. Young

Cindy L. Yount

Richard F. & Carol S. Zweifel

ANONYMOUS - 27

Company listings include sponsorship, corporate and foundation gifts 8

2 0 2 0 F I N A N C I A L S T A T E M E N T

LIABILITIES AND NET ASSETSCURRENT LIABILITIES:Campaign designations payable $226,318Accounts payable $88,919Accrued expenses $87,639Other current liabilities $15,500

Total current liabilities $418,376

LONG-TERM DEBT: $217,777

Custodial Funds $6,764

TOTAL LIABILITIES $642,917

NET ASSETS:Without donor restrictions $1,533,889With donor restrictions $608,737

Total net assets $2,142,626

TOTAL LIABILITIES AND NET ASSETS $2,785,543

ASSETSCURRENT ASSETS: 2020Cash and cash equivalents $506,936Promises to give, net of allowance $622,070Grants receivable $493,204Prepaid expenses $20,574

Total current assets $1,642,784

PROPERTY AND EQUIPMENT, NET $25,409

OTHER ASSETS:Custodial funds $6,764 Beneficial interest in agency funds held by third party $1,110,350

Total other assets $1,117,350

TOTAL ASSETS $2,785,543

For updated financials and list of Current Staff, Board of Directors, and Partners visit our website: www.unitedwayvgu.org

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258 Genesee Street

Utica, NY 13502

315-733-4691

unitedwaymv.org

M Y I N V O L V E M E N T W I T H U N I T E D W AY M V H A S T A U G H T M E A B O U T T H E D AY - T O - D AY S T R U G G L E S T H A T E X I S T I N O U R C O M M U N I T I E S A N D I T H A S A L L O W E D M E T O B E P A R T O F M U L T I P L E E F F O R T S T O R E M E D Y T H E M . U N I T E D W AY H A S S U C H A N I M P O R T A N T R O L E I N O U R R E G I O N .

T H E E N E R G Y A N D C O M M I T M E N T O F T H E S T A F F A N D T H E N I M B L E N E S S O F T H E O R G A N I Z A T I O N M A K E S I T P O S S I B L E F O R U S T O R E S P O N D I N T H E M O M E N T T O A C O M M U N I T Y C R I S I S W H I L E A L S O R E M A I N I N G A C O N S I S T E N T P R E S E N C E S U P P O R T I N G A G E N C I E S D O I N G E S S E N T I A L W O R K I N T H E M O H A W K V A L L E Y .

U N I T E D W AY H A S C H A N G E D T H E L I V E S O F M A N Y , I N C L U D I N G M Y O W N . I C A N ’ T I M A G I N E T H I S C O M M U N I T Y W I T H O U T T H E W O R K O F O U R L O C A L U N I T E D W AY .- William F. Perrotti, President United Way of the Mohawk Valley Board of Directors

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