ANNUAL UPDATE July 1, 2016 – June 30, 2017

United Way of the Valley and Greater Utica Area

ANNUAL REVIEW 2016–2017 1 United Way mobilizes the caring power of the Valley and Greater Utica Area by connecting people, resources and ideas to create a thriving community.

TABLE OF CONTENTS

PAGE 4 Community Impact PAGE 17 Young Leaders United PAGE 5 Funded Partners PAGE 17 Great Community Challenge PAGE 6 Health PAGE 18 Volunteer, Event & Drive Highlights PAGE 8 Education PAGE 20 Leadership Volunteers & Staff PAGE 10 Financial Stability PAGE 21 Committees & Allocation Panels PAGE 12 Basic Needs PAGE 22 Financial Report PAGE 14 2-1-1 Mid-York PAGE 23 Campaign Awards PAGE 15 Coalition Highlights PAGE 24 Workplace Campaigns PAGE 16 United Way & Labor PAGE 26 Leadership Gifts

2 UNITED WAY OF THE VALLEY AND GREATER UTICA AREA FROM OUR EXECUTIVE DIRECTOR AND BOARD PRESIDENT

As a community, we rise or fall together. With your support, we are reaching new heights and helping more people than ever by strategically targeting our investments for short, intermediate and long term benefits in the Valley and Greater Utica Area.

We all benefit when a child succeeds in school, when someone finds a job that helpsthem provide for their family and when people have what they need to stay healthy.

The solutions we create at United Way go beyond charity for a select few.

Increasing our community’s kindergarten readiness rate helps more than young children. Those children have a better chance at being successful in school, graduating on time and finding employment that pays a living wage, staying out of trouble with the law and living healthier lives.

That translates into a safe, healthy and more prosperous community for everyone.

Another investment is in our local food pantries and soup kitchens so food insecurity doesn’t hold back our neighbors.

United Way of the Valley and Greater Utica Area focuses on the health, education, financial stability and basic needs of every member of our community. Together with you, our trusted volunteers and donors, we are making an impact. I hope you enjoy reading this annual report full of the amazing things we have accomplished together. Then tell your friends and colleagues – in person, online and via social media – why you Live United.

Thank you for all that you do. Great Things Happen when we Live United!

– Brenda & Greg

Brenda E. Episcopo Greg Morra Executive Director/CEO President of the Board 2015–2016

ANNUAL REVIEW 2016–2017 3 HOW IS UNITED WAY MAKING AN IMPACT? Creating opportunities for a better life for all in the Valley and Greater Utica Area to make real, lasting, positive impact.

HEALTH IMPACT EDUCATION IMPACT $274,040 TEN $256,502 ELEVEN Invested Programs Invested Programs

$10,000 Invested+ in $100,000 Invested+ in Fit Kids Fit Future Ready for Kindergarten United Way Health Initiative United Way Education Initiative

FINANCIAL STABILITY IMPACT BASIC NEEDS IMPACT $157,379 EIGHT $288,097 TWENTY Invested Programs Invested Programs

+ + Mid-York $47,750 Invested Mohawk Valley $54,000 Invested ASSET-BUILDING Free Tax Prep COALITION Mid-York 2-1-1 ABC’s of Increasing Financial Security for Families United Way Financial Stability Initiative United Way Basic Needs Initiative Madison • Oneida • Herkimer

4 UNITED WAY OF THE VALLEY AND GREATER UTICA AREA OUR FUNDED PARTNERS Investing in top-performing local organizations SAFETY NET: with proven results and the greatest potential Food Distribution for success. Food Pantry Country Pantry Food Acquisition/Distribution Program HEALTH: EDUCATION: INCOME: Food Bank of Central Achieve and Maintain School Readiness Workforce Development a Healthy Lifestyle Food Pantry Child Care Services Transitional Housing Program Foothills Rural Community Ministries Adolescent Health Initiative The Neighborhood Center, Inc. John Bosco House ACR Health Food Pantry Youth Service Program– Employment Services for Johnson Park Center Safety First Mohawk Valley Before/After School Childcare Refugees & Immigrants ACR Health YMCA of Mohawk Valley Mohawk Valley Resource Center Soup Kitchen & Day Shelter for Refugees Hope House Retired Individuals Driving Third Grade the Elderly (RIDE) Math/Reading Levels Post-Secondary Education Soup Kitchen & Food Pantry Catholic Charities Enrollment/Career Salvation Army of Herkimer Project Learn– of Herkimer County Plan Development After School ELA Program Soup Kitchen & Food Pantry On Point for College - Utica Salvation Army of Utica Community Violence Boys & Girls Club of Mohawk Valley Reduction Program Job Skills Development Drop In Youth Program St. Clare’s Cupboard Food Pantry Center for Family Life for Women Thea Bowman House and Recovery, Inc. Johnson Park Center Women’s Employment Providing Shelter Apartments Love & Care After School Program– & Resource Center (WERC) ELA/Math Mentoring Family & Single Other DV Residential Program Women Initiative Oneida Herkimer Madison BOCES Catholic Charities of Herkimer County RSVP Bill Payer Program Johnson Park Center Positive Lifestyle Activities Parkway Center Runaway and Homeless Youth Preventive Care of Limited for Youth (P.L.A.Y.) Catholic Charities of Herkimer County Richfield Springs Mohawk Valley Asset ELA Proficient Clients New Horizons–Shelter/Supportive MAMI Interpreters Community Center Building Coalition (MVABC) Resource Center Services for Runaway Girls High School Graduation Health & Volunteer Services for Independent Living, Inc. YWCA of Mohawk Valley Parkway Center Learning Disability Assoc. Child Care Crisis Response Elderly Services of MV (LDAMV) Thea Bowman House Disaster Services Resource Center for Resource Center American Red Cross Independent Living, Inc. for Independent Living, Inc. Willow Commons– Shelter/ Supportive Services Kids With Promise– Community Assistance Domestic Violence Ended for Domestic Violence Victims Tutoring/Job Shadowing/ Catholic Charities Oneida-Madison Counties (DOVE) & Families Thea Bowman House Volunteer Program YWCA of Mohawk Valley Sexual Violence & Thea Bowman House Domestic/Sexual Violence Child Advocacy Center YWCA of Mohawk Valley Prevention Education Resolving Conflict Through YWCA of Mohawk Valley Good Decision Making Crisis Prevention Safe Schools Mohawk Valley & Healthy Students Partnership Emergency Legal Safety Net Legal Aid Society of Mid-New York Other Homelessness Intervention Program TREATY– Mohawk Valley Community Action Agency Conflict Resolution Strategies Catholic Charities Eleanor Walsh Wertimer of Herkimer County Children’s Center The Neighborhood Center, Inc. Counseling Services The Neighborhood Center, Inc. Child Custody Advocate Program The Peacemaker Program Veteran’s Assistance Program UCD/CNY Veteran’s Outreach Center Domestic Violence & Sexual Violence Non-Residential Crisis Services YWCA of Mohawk Valley ANNUAL REVIEW 2016–2017 5 OUR HEALTH WORK TEN $274,040 15,143 Programs Invested People Impacted

FIT KIDS FIT FUTURE HEALTH INITIATIVE Improving life long health begins early and United Way is providing a strong foundation through its health initiative. Fit Kids Fit Future teaches children skills needed to reduce obesity and improve overall body functioning, all while empowering them to take responsibility for their own health. Learn more, unitedwayvgu.org/fitkidsfitfuture

HEALTH SUCCESS STORY – Proven strategies helping make lasting changes

After being incarcerated for offenses relating to theft and the use of force, Ken participated in United Way funded partner Center for Family Life and Recovery’s Anger Management Program. Using knowledge and strategies from this program, he began to volunteer running groups which positively influenced and empowered others in prison.

Ken’s progress was recognized and was awarded with early release by the parole board. After release, he continued and successfully completed the program. He was thankful and motivated to help make change within his community. Ken now works at another non-profit and volunteers at several other programs. The Anger Management Program offers support reintegrating individuals back into the community, processing past traumatic events, and coping with symptoms of anger to decrease aggressive and abusive behavior.

6 UNITED WAY OF THE VALLEY AND GREATER UTICA AREA Good health is both a community responsibility and a community benefit.

It goes beyond personal diet, exercise and the many other individual choices we make. The foundation for a healthy life is in the neighborhoods we build and environments we inhabit. United Way supports solutions which create healthier communities and improve our collective quality of life.

STRATEGY: ACHIEVE AND SUSTAIN A HEALTHY LIFESTYLE Individuals who gain knowledge about health risks, preventative measures, supportive relationships and how to make healthier choices, often live healthier lives.

RESULT: 11,375 children, youth, young adults, persons living with disabilities and refugees were educated about and/or provided options to deal with:

• Social & emotional needs • At risk behaviors for HEALTH IMPACT EXAMPLES: • Aggression reduction pregnancy, STD’s & HIV Addressing the needs of children • Reducing bullying • Domestic violence in poverty and/or having • Medical interpretation • Sexual violence experienced domestic violence by helping them deal with social, STRATEGY: ELDERLY ACHIEVE AND MAINTAIN HEALTH emotional and academic issues. Offering elderly assistance, resources and opportunities provides activity, purpose, safety and independence. Providing families and single RESULT: 3,519 elderly individuals improved their well being by: women hands-on parenting, life skills, household management • Attending exercise classes • Providing or receiving and behavior modification to • Participating in group activities transportation for medical remain drug-free. • Attending clinics & screenings appointments & • Volunteering day care activities Ensuring senior citizens have the opportunity to stay healthy STRATEGY: REDUCE ADDICTIVE BEHAVIORS and maintain independence by Women and families faced with addiction who learn to be providing safe transportation accountable for actions, set boundaries, commit to positive services to medical appointments. change and make the decision to follow-through increase their chances to live healthier lives. Assisting patients in following RESULT: 249 disadvantaged women and family members received: doctors’ instructions with interpretations services, reducing • Housing • Positive socialization for • Addiction services children & family members no-show appointments and • Therapy & counseling • Mentoring, advocacy helping maintain health for • Recreation & life coaching non-English speakers. • Education • Opportunities to volunteer & give back to the community

ANNUAL REVIEW 2016–2017 7 OUR EDUCATION WORK ELEVEN $256,502 4,746 Programs Invested People Impacted

READY FOR KINDERGARTEN EDUCATION INITIATIVE Ready 4 Kindergarten (R4K) is a partnership between United Way, local schools, parents, and community organizations. R4K Family School Coordinators engage local resources ensuring children start school ready to learn and continue their education fully engaged, paving the way for career and life success. Learn more, unitedwayvgu.org/R4K

EDUCATION SUCCESS STORY – Providing Safety, Support and Opportunity to Teens

This past June, staff from Thea Bowman House were invited to the graduation party of Isabella Moo, a graduating Proctor High School senior. Isabella will study international relations with a minor in Chinese at Buffalo State. At the same party were Achol Ayang, a Sudanese refugee who will study to become a pediatrician at SUNY Albany, Julius Blackshear, an engineering student at SUNY Poly, and Myles Felton, who will attend college to become a New York State trooper.

These youth all faced tremendous challenges in their lives and they all attended the Kids With Promise Program of Thea Bowman House, a United Way funded non-profit child care center serving children and families in and around the city of Utica, New York.

Statistics show the after school hours are the most dangerous for unsupervised teenagers. The Kids With Promise Program operates during those crucial hours between 2:30 and 6 p.m. The program is free of charge and offers tutoring, nourishing dinners, a space for recreation, field trips and creative development. Most importantly, teens in the program learn the value of community through different service projects and work to unlock their full potential.

8 UNITED WAY OF THE VALLEY AND GREATER UTICA AREA A good education is a cornerstone for success in school, work and life.

It also benefits the whole community; high school graduates have higher earning potential, contribute more to their local economies, are more engaged in their communities, and are more likely to raise kids who also graduate on time. United Way adopts a comprehensive approach to education by investing in quality pre-school, day care and after school programs to support students and working parents.

STRATEGY: IMPROVE KINDERGARTEN READINESS Children ages birth to 5, who experience early learning at home and/or through quality daycare and preschool, increase their success in school and throughout life.

RESULT: 1,055 children attending preschool & their families received: EDUCATION IMPACT EXAMPLES: • Educational support • Increased family literacy, • Developmental support school readiness & Early intervention and • Early intervention screenings academic achievement support services to ensure • Financial support youth with disabilities have the opportunity to succeed. STRATEGY: IMPROVE THIRD GRADE READING AND MATH LEVELS Disadvantaged children from kindergarten through third grade Reduce crime, violence and who receive assistance from after school programs increase bullying among youth their success in reading and math. creating safer environments at home, in schools RESULT: 2,303 children attending after school programs received assistance with: and in the community.

• Academics • Resolving conflict in After school and weekend • Recognizing & appropriate ways education programs that controlling emotions provide safe and structured environments to keep kids STRATEGY: IMPROVE HIGH SCHOOL GRADUATION RATES off the streets and help Students who drop out of high school are more likely to be improve performance at school. unemployed, earn less income, and receive public assistance. Disadvantaged students who receive assistance with challenges in and out of school increase their ability to graduate from high school on time.

RESULT: 1,388 students received assistance with:

• Academics • Reducing conflict • Dealing with anger • Coping with grief • Domestic violence education • Poor attendance issues • How to deal with bullying

ANNUAL REVIEW 2016–2017 9 OUR FINANCIAL STABILITY WORK EIGHT $157,379 3,342 Programs Invested People Impacted

FREE TAX PREP FINANCIAL STABILITY INITIATIVE United Way, in partnership with the Mohawk Valley Asset Building Coalition, is dedicated to helping individuals and families in Oneida and Herkimer Counties become financially self-sufficient by offering Mohawk Valley free tax preparation services, financial empowerment workshops, and a host of ASSET-BUILDING COALITION other services. Learn more, unitedwayvgu.org/freetaxprep ABC’s of Increasing Financial Security for Families

FINANCIAL STABILITY SUCCESS – Moving families from crisis to long-term stability

A recently divorced 31-year-old man was experiencing financial hardship due to job loss. While he was able to find new employment, it was at a much lower rate of pay. He fell behind on his mortgage payments and living expenses and was facing foreclosure. With joint custody of his children, he was desperate to save his family’s home.

After being denied loan modification from his lender and being served with a Summons and Complaint in Foreclosure, he was referred to the Legal Aid Society, a United Way funded program, by the Homeownership Center.

An experienced Legal Aid attorney assisted in filing the Answer to the Summons and Complaint and represented him in multiple settlement conferences over 18 months. When his lender requested the case proceed to foreclosure, the attorney advocated hard for him and the Supreme Court Justice agreed to a loan modification. He accepted the loan modification and received a $2,500 payment releasing his lender from any further action. The Legal Aid Society continued to find additional ways to assist this family gain financial stability. He has since attained new employment at a higher rate of pay and is now able to afford his mortgage payment and living expenses.

10 UNITED WAY OF THE VALLEY AND GREATER UTICA AREA Helping move individuals towards financial independence.

Many working individuals do not earn enough money to meet their basic needs. Wages have not kept pace with the rising cost of housing, healthcare, and education. Many are working in low-paying jobs without basic health and retirement benefits. For families walking a financial tightrope, unable to save for college, a home, or retirement, United Way is here to help.

STRATEGY: PROMOTE FINANCIAL SELF-SUFFICIENCY FOR INDIVIDUALS AND FAMILIES Individuals and families challenged with low to moderate-income often face challenges being self sufficient with their income.

RESULT: 79 elderly adults were assisted with finacial stability and fraud protection. FINANCIAL STABILITY IMPACT EXAMPLES:

RESULT: 1,524 individuals and families received free tax preparation Enabling families to move out of services with federal/state, earned income tax credits and child tax credits for a total of $3 million+ brought back into the community. poverty through workforce development, assistance finding a safe place to live, and tools to STRATEGY: EDUCATION AND WORKFORCE TRANSITION be self sufficient with income. OPPORTUNITIES FOR AT RISK YOUTH AND YOUNG ADULTS Help senior citizens maintain Youth who are assisted with basic needs, residential stability, education skills and training are more likely to complete their health and remain independent education and thrive in life. in their own homes while protecting them RESULT: 46 runaway and homeless girls, young men with behavioral issues and individuals with disabilities received assistance with high school from financial abuse. graduation, high school equivalency and transitional services into workforce and/or college. Youth and family counseling to promote healthy parenting and RESULT: 1,235 low income young adults enrolled in post-secondary empower teens to complete education and/or developed career action plans. their education and live independently in our community. STRATEGY: REDUCE POVERTY RATES Youth and adults who have employment with self-sustaining wages are more likely to experience economic mobility.

RESULT: 286 individuals, considered “unemployable,” were trained with skills and developed action plans to obtain job placement.

RESULT: 172 parents received free licensed childcare while they obtained employment, job training, and/or high school equivalency.

ANNUAL REVIEW 2016–2017 11 OUR BASIC NEEDS WORK TWENTY $288,097 148,572 Programs Invested People Impacted

2-1-1 MID-YORK BASIC NEEDS INITIATIVE Serving the entire population of Madison, Oneida and Herkimer Counties, 2-1-1 Mid-York connects people with community, health and disaster services through a free, 24/7 phone service and searchable Mid-York online database. Using the power of technology and innovation, we connect people to the

help they need. Learn more, unitedwayvgu.org/211midyork Madison • Oneida • Herkimer

BASIC NEEDS SUCCESS STORY – Helping to Feed the Hungry

United Way funded partner Foothills Rural Community Ministry serves seven rural townships in north-eastern Oneida County. Their food pantry, located in the Twin Churches in Holland Patent, New York, currently serves 160+ families monthly, providing a five day food supply.

Recently, a 42-year old single male came to the pantry. He is employed with a local college in seasonal custodial work and is laid off during the summer months. In anticipation of being laid off, he had been saving money to carry him through the summer. Unforeseen car problems led to a costly vehicle repair and drained his reserve funds. He had no money for food and it would be 14 days before he would receive his first unemployment check – he came to the food pantry for help.

The food pantry was able to provide him with a five day food supply. Hearing him indicate he would haveno money for 14 days, staff explained to him that in emergency situations the pantry may be used more than once per month. He visited the pantry again and was very grateful for the help while he awaited return to work. The pantry’s emergency food program helped him through a difficult time until he was back at work and providing for himself again.

12 UNITED WAY OF THE VALLEY AND GREATER UTICA AREA Helping people meet their basic needs for food, shelter and safety.

A sudden job loss. A devastating illness. The bills pile up and rent falls behind. You find yourself choosing between basic needs, whether to put a meal on the table or turn on the heat. Just one major financial setback can be completely devastating to families already living month to month. The ability to meet basic needs is one of the building blocks for a good life.

United Way helps people overcome life’s challenges and meet their basic needs so they are prepared to take advantage of education job training, counseling and other resources that set them on a permanent path to a better life.

STRATEGY: FEEDING INDIVIDUALS AND/OR FAMILIES RESULT: 135,554 individuals and families challenged with poverty and low-income were served 370,508 meals. BASIC NEEDS IMPACT EXAMPLES: Provide shelter and prevent future homelessness in STRATEGY: PROVIDING SHELTER Herkimer and Oneida Counties. RESULT: 112 women, youth and children fleeing domestic violence in their homes found safety with shelter, support and services. Address unmet needs of veterans and their families, including food and shelter. STRATEGY: CRISIS PREVENTION AND RESPONSE Provide services to respond to RESULT: 8,347 individuals were assisted with crisis and disaster services. unexpected crises and disasters in the Valley and Greater Utica area. RESULT: 4,559 adults, youth and children were assisted with legal advocacy, abuse and domestic and/or sexual violence prevention, homelessness Individuals and families receive prevention, and in other crisis areas. nutritious food, emergency food packages, nutrition education and supportive services.

New York State ALICE Report live paycheck to paycheck UNITED WAY’S STUDY OF FINANCIAL HARDSHIP I . struggle to make ends meet ALICE (Asset Limited, Income Constrained, Employed) I . represents the growing number of individuals who I make tough choices daily . are working, but are unable to afford the basic am a hard worker necessities of housing, food, child care, health care, I . and transportation. I AM ALICE. Read the report at unitedwayALICE.org/NewYork

ANNUAL REVIEW 2016–2017 13 2-1-1 Mid-York is here to help. Mid-York Whether in times of natural disaster or personal crisis, 2-1-1 Mid-York is committed to being the most essential resource to anyone who needs help. Madison • Oneida • Herkimer

Every hour of every day, someone in Madison, Oneida and Herkimer Counties needs essential services — from finding substance abuse assistance to securing adequate care for a child or an aging parent. Whether it is the need to find a solution for a new problem or a long-time challenge, people often don’t know where to turn first. In many cases, people end up going without these necessary and readily available services because they do not know where to start.

The free service features a professionally staffed call center, available 24 hours a day, seven days a week with interpreters who are available to help individuals with limited English proficiency, and a search friendly website, www.211midyork.org.

Both the call center and the website provide easy access to the most comprehensive database of services ever constructed for Madison, Oneida and Herkimer Counties.

2-1-1 Mid-York is brought to the community by United Way, United Way of NYS and NYS Alliance of Information and Referral Systems partnership.

GREAT NEED, GREAT 2,622 5,353 1,368 3,716 Calls received Visits made Services Referrals to RESPONSE. in last fiscal year to its website in database community resources

FROM JULY 2016 – JUNE 2017

Utility Assistance % % Clothing, Personal, 2-1-1 Mid-York Contact Center 7 8 Household Needs Transportation % Referrals, by type – 4 7% Food, Meals Mental Health, JULY 2016 – JUNE 2017 % Addictions 7 6% Health Care

Legal, Consumer, % Public Safety Services 9

Housing, Information % % Services 11 23 Utilities

Individual, Family, % Community Support 8 % Income Support, 5 Assistance Less than 1% of referrals were for Arts and Culture, Disaster, Volunteering and Donations, Education, and Employment 14 UNITED WAY OF THE VALLEY AND GREATER UTICA AREA Coalition Highlights & Collaborative Work Herkimer Oneida Organizations Mohawk Valley Asset Building Coalition Active in Disaster (HOOAD) United Way supports the Mohawk Valley Asset Build- ing Coalition in providing free tax preparation, filing HOOAD is a humanitarian association comprised of and other social services to hardworking individuals independent organizations that may be active in any and families who qualify for the Federal Government’s or all phases of disaster including: preparedness, Earned Income Tax Credit (EITC) program. response, recovery, and mitigation. HOOAD seeks to foster efficient, streamlined service delivery to people In 2017 (for the 2016 tax year) 1,524 returns were affected by disaster, eliminating duplication of effort prepared by 53 trained volunteers, bringing throughout the process. $3 million+ back into our community through federal and state refunds. In the July, 2017 flooding that impacted communities in Oneida and Herkimer County, HOOAD held Multi- Agency Resource Center events so that residents could FamilyWize go to one location and meet with many different agency United Way coordinates the local distribution of free programs designed to aid in their recovery. Together, FamilyWize prescription discount cards, a national aided by data gathered through 2-1-1, HOOAD partner program through the FamilyWize Community Service agencies communicated the unmet needs of those Partnership, Inc. with United Way of America. impacted to trained recovery volunteer teams. Hearing The free cards make prescriptions more affordable for the extent of these needs, several volunteer teams, from those without insurance, or those who have insurance other areas of NY and the county, deployed to the area. that does not cover their medication. FamilyWize cards Together they tackled basement clean-outs and minor lower the cost of prescriptions by up to 40% on average. repairs helping to restore lives more quickly. Key community highlights from the 2016 data report for the UWVGUA region include: Mohawk Valley Housing • $94,622 savings on prescription heart disease and & Homeless Coalition diabetes medications United Way is the Collaborative Applicant for the • $150,062 savings on prescription mental health Mohawk Valley Housing and Homeless Coalition. More medications than 118 participants from 69 different community • 3,310 total community members helped organizations and government agency departments FamilyWize is accepted at 60,000+ pharmacies work hard to prevent, address the conditions, and end nationwide and comes at no cost to users or our local homelessness in the Mohawk Valley. United Way. If you’re interested in receiving a The U.S. Department of Housing and Urban FamilyWize card, please call us at 315–733–4691. Development (HUD)-sanctioned Homeless Coalition, which HUD calls a “Continuum of Care” (CoC), is one TEDx Utica of the strongest in New York State. Since 2002, it has TEDx Utica Press Pause brought inspiration to succeeded in attracting over $43 million in Federal and hundreds on September 22, 2017 at MVCC’s Theater. State funding for homelessness efforts in Oneida, For the fifth TEDx Utica event, Press Pause was Madison, and Herkimer Counties. In 2016, the CoC designed to inspire ideas for reflection and purpose. received over $3.1 million for renewal projects and Tedx talk topics for this event showcased and $101,200 in Planning Grants. discovered some of the ways that communities such as Runaway and Homeless Youth efforts have also Utica can reach their full potential. increased in the two county region. In 2016, the second Talks included: The Artistic Power of Garbage Cans, “Invisible Youth” event was hosted by the Mohawk Discovering the Child, Sustainable Humanity, From Valley Runaway and Homeless Youth Taskforce to Refugee to Ph.D, Kaizen at Home, Movement as a spread awareness of homeless youth in our community. Spiritual Compass, The Power of Pause and Embracing An Independent Living Survey was also conducted to Gender Non-Conformity. Each of the talks can be found learn directly from youth some of the circumstances at tedxutica.com. United Way is the fiscal agent and challenges that create their housing insecurity. and a lead partner of TEDx Utica. ANNUAL REVIEW 2016–2017 15 L NEW RA YO T R N K E United Way & Labor C

L A IL B C Partners in advancing the common good. OR COUN

United Ways and the AFL-CIO (American Federation of Labor and the Congress of Industrial Organizations) have a long-standing relationship dating back to 1946, working together to provide services to members of organized labor and $203,054 their communities. RAISED LOCALLY BY LABOR

The support between our two organizations is felt and carried out locally in conjunction with a contracted liaison through the Central New York Labor Agency, event partnerships, volunteerism and donations. 20% OF DONORS ARE MEMBERS Through presentations and written communications, we work together to train OF ORGANIZED LABOR and inform union members about services available to them and to their families in our community. With the support of our local Unions and Union Members, our community efforts are strong. It is great partnerships such as this that allow United Way to contribute in our current and growing capacity.

The following individuals go above and beyond, making our partnership as strong as it is today:

CENTRAL NEW YORK LABOR AGENCY LIAISON: Enesa Sabanagic

UNITED WAY BOARD OF DIRECTORS AFL-CIO LABOR REPRESENTATIVES: Patrick Costello IBEW Local 43 and Central New York Labor Council AFL-CIO President

William Perrotti MVCC PA Retired

Labor Leaders in each workplace campaign and beyond.

16 UNITED WAY OF THE VALLEY AND GREATER UTICA AREA Young Leaders United

Fostering community engagement Work closely with United Way to among the next generation of establish philanthropic opportunities leaders by inspiring philanthropy and volunteerism in the Valley + and Greater Utica area. Inspire volunteerism

Young Leaders United (YLU) is a group of = community members, age 40 and under, Create positive impact in the who donate and volunteer through United Way. Valley and Greater Utica area YLU provides a variety of opportunities to meet other individuals with similar professional ng Lead u er and community interests. o s Y YLU members are committed, compassionate and generous LU individuals who are dedicated to making a positive impact throughout our community.

Learn more, www.unitedwayvgu.org/YLU or call 315–733–4691, ext. 232 Connect. Serve. Lead

Great Community Challenge THANK YOU 2016 GCC SPONSORS!

The Great Community Challenge (GCC) is a “step up” incentive designed to encourage increased participation in United Way’s annual campaign.

Pictured from left are Suzanne Lefave of Utica National winner of the $500 Joe Tahan’s gift certificate,Richella Abell-Hawes from ARC Herkimer winner of the $500 Chanatry’s Hometown Market gift card, Shawna Papale from MV Economic Development Growth Ent. Inc. winner of the $500 Clifford Fuel Company, Inc. gift card, Brian Herron from Jay-K Independent Lumber Corp. winner of the one-year VIP membership to Retro Fitness, and United Way Campaign Coordinator Carli Sterling.

Since inception, the GCC incentive has helped to raise more than $285,000 new dollars.

ANNUAL REVIEW 2016–2017 17 Volunteer, Event and Drive Highlights SARANAC THURSDAYS AND CONCERT SERIES $41,600 Raised! This weekly happy hour and summer concert series is a unique fundraiser formed in 1998 between United Way and its longstanding community partner, F.X. Matt Company. Fred Matt, President and COO and Nick Matt, Chairman and CEO presented United Way Executive Director Brenda Episcopo with a check in the amount of $41,600 – the largest amount raised in the event’s 18-year history. 19TH ANNUAL BOILERMAKER PASTA BUFFET $3,000 Raised! DAY OF ACTION Boilermaker volunteers, led by Cindy Dardano, organize a pasta buffet fundraiser each year at the Making a Meaningful Impact! registration event at MVCC. For the fifth annual Day of Action, United Way, The event offers runners and their families pasta the City of Utica, and Fit and Fun Playscapes, dinners with proceeds benefiting United Way. partnered to create fitness activity trails throughout four parks within the City of Utica, funded by proceeds from the 2016 Mayor’s 6TH ANNUAL BACK TO SCHOOL SUPPLY DRIVE Gala. 100 volunteers participated from local When students succeed, we all succeed! companies including Assist-2-Sell Real Estate, Throughout July and August, residents of the Utica National Insurance Group, Masonic Care Valley, Greater Utica Area and Rome donate school Community and The Hartford. The trails are a supplies helping ensure local students start school component of United Way’s health initiative, ready to learn. The supply drive, sponsored by with efforts focused on helping children stay Berkshire Bank and Max L. Cowen Student Stores, healthy. The trails will provide neighborhood brought in over 22,587 items equaling $23,472 in children, youth, and families activities which value, plus more than $2,400 in monetary support physical fitness and socialization skills, donations. Items were distributed locally to all while having fun! seven schools and three agencies.

GIVE A DAY. GIVE AN HOUR. VOLUNTEER!

18 UNITED WAY OF THE VALLEY AND GREATER UTICA AREA ANNUAL DAY OF THANKS 14TH ANNUAL TAILGATE PARTY Thank You for Lending a Helping Hand! More than $1,600 Raised! This year we said, “Thank You for Lending a Each year, a Tailgate Party is hosted by Assemblyman Helping Hand!” to individuals and companies Marc Butler and Rocky and Barb Fiato, Owners of for their overall dedication to bettering our Waterfront Grille in Herkimer. Attendees enjoy food, community by supporting United Way. United friends, football and a variety of donated raffle baskets Way staff, board of directors and volunteers put and prizes. All proceeds benefit United Way. fundraising efforts on pause to participate in a multi-pronged push to say, “thank you” with LIVE UNITED HOCKEY NIGHT phone calls, emails, postcards and visits. For the fifth annual LIVE UNITED Hockey Night, United Way and Hockey partnered to share United Way’s mission with the community in a fun, family-friendly environment. The night featured special appearances by United Way superheroes and was sponsored by Central New York Labor Council AFL-CIO, MVCC Professional Association, LiUNA! Local 35, UMWA Local 717, IBEW Local 43 and CWA Local 1126.

9/11 DAY OF SERVICE ANNUAL WINTER COAT & BOOT DISTRIBUTION For the 3rd year, United Way partnered with the City United Way partnered with “Herb” Philipson’s and of Utica and Mohawk Valley Regional Volunteer MVP Healthcare to distribute brand-new winter Center to line the Memorial Parkway in Utica with coats and boots to community children in need. flags donated by American Legion Post 229 to Items were distributed directly to community represent first responders who lost their lives on children in five school districts and three September 11, 2001. United Way staff and volunteers organizations in the Valley and Greater Utica area. from The Hartford helped line the flags and pitched in on projects including inventory and packing of PIN UP CHALLENGE food and material donations at the Central New York Over $2,300 Raised! Veteran’s Outreach Center. During the month of May, twenty local businesses took part in a Pin Up Challenge. This competition raised over $2,800 for United Way. The winner of the Pin Up Challenge was CrossFit Utica, which raised over $600. CLIFF’S PUMPS UNITED Over $1,700 Raised! Volunteers fueled it forward at the first Cliff’s Pumps United fundraising event. Special thanks to locally owned-and-operated Clifford Fuel Co., Inc. for making the event possible. Employees from event sponsors Berkshire Bank, Joe Tahan’s Furniture, McQuade & Bannigan, Inc. and The Hartford pumped gas and washed windshields raising over $1,700 in donated tips to benefit United Way.

ANNUAL REVIEW 2016–2017 19 Board of Directors 2016–2017 Executive Committee Gregory M. Morra Donald Carbone Erin M. Gigliotti PRESIDENT CHAIR, RESOURCE DEVELOPMENT CHAIR, MARKETING & COMMUNICATIONS Dr. Cathleen C. McColgin Burt Danovitz, Ph.D Eve Van de Wal FIRST VICE PRESIDENT CHAIR, GOVERNANCE CHAIR, COMMUNITY IMPACT Amber J. Clarke Frank L. DiLorenzo William F. Perrotti TREASURER CHAIR, AUDIT LABOR LIAISON Matthew A. Nicholl CHAIR, COMMUNITY ENGAGEMENT Board Members Edward M. Barone III John H. Hobika, Jr., CLTC Mary Clare Hatch-Pennello Felix Cano Maimun N. Khan Jackie Romano Patrick J. Costello Mark S. Lewandrowski Stephen T. Surace

Campaign Cabinet 2016–2017 Edward M. Barone III Jennifer Hagen Jackie Romano ADIRONDACK BANK THE FOUNTAINHEAD GROUP Aymme S. Belen BELEN DENTAL Bruce J. Karam Paul D. Romano UTICA CITY SCHOOL DISTRICT O’BRIEN & GERE Paul M. Deep Fr. Paul J. Drobin Jordan Karp Enesa Sabanigic ONEIDA COUNTY BOARD OF ELECTIONS CNY LABOR COUNCIL Keith A. Eisenhut LAW OFFICES OF EISENHUT & EISENHUT Melanie A. Kekis Michael P. Spina ADIRONDACK BANK QUADSIMIA Andrew Gehrig POTENTIA MANAGEMENT GROUP, LLC Sandy J. Paddock Marsha E. Thayer UTICA CITY SCHOOL DISTRICT GE RETIREE Rose M. Grimaldi ONEIDA COUNTY BOARD OF ELECTIONS William A. Rabbia Gabrielle T. Waisblatt ONEIDA-HERKIMER SOLID WASTE AUTHORITY YWCA Dawn M. Gubbins THE FOUNTAINHEAD GROUP Brian M. Reese Sarah E. Westfall FITZGERALD, DEPIETRO & WOJNAS GILROY, KERNAN & GILROY

Allocation Panels 2016–2017

Health, Education & Income Safety Net

Kim VanDuren, CHAIR Lisa Sexton, CHAIR Melanie Adams Pat Costello (Board) Chip Bassett Mary Hayes Gordon Frank DiLorenzo (Board) Gil Palladino Gina Giacovelli Alice Savino Mark Lewandrowski (Board) Dr. Cathleen McColgin (Board VP)

20 UNITED WAY OF THE VALLEY AND GREATER UTICA AREA Committees 2016–2017 Audit Community Impact Finance

Frank DiLorenzo, CHAIR Eve M. Van de Wal, CHAIR Amber J. Clarke Thomas VanHatten Frank DiLorenzo Michael DePietro Edward M. Barone III Gina Giacovelli Sabrina M. Fryman Matthew A. Nicholl Mark S. Lewandrowski Patti Hays Dr. Cathleen McColgin Greg M. Morra Mary Clare Hatch-Pennello Stephen T. Surace Gil Palladino Thomas VanHatten Kim VanDuren

Governance Marketing & Communications Community Engagement

Burt Danovitz, Ph.D., CHAIR Erin M. Gigliotti, CHAIR Matthew A. Nicholl, CHAIR Patrick J. Costello Felix Cano Tiffany Schreck, CO-CHAIR Maimun N. Khan Katie Giacovelli Michael Calogero William F. Perrotti Hanka Grabovica Felix Cano Eve M. Van de Wal Jaclyn Grace Colleen D’Accurzio Anthony Jackson Joanne Donaruma Wade Amanda Madore Rebecca Khearns Matt Nicholl Michelle McSweeney William Perrotti Mark Piersma Bryan Washburn Kayla Rena Rebecca Silence

Young Leaders United United Way Staff CURRENT Shawna Gleba Sandy Allbright Beth Meesen Paige Guido RESOURCE DEVELOPMENT COORDINATOR FAMILY SCHOOL COORDINATOR Julie Hall Betty-Joan Beaudry Heidi Nolette Sarah Harrison DIRECTOR OF COMMUNITY IMPACT & 211 MARKETING & COMMUNICATIONS MANAGER Chelsey Lawson Kristyn Buccerio Dawn Potter DIRECTOR OF DEVELOPMENT & MARKETING FINANCE SPECIALIST Scott McCumber Jill Conley Robin Robinson Joylyn Perkins OFFICE MANAGER ADMINISTRATOR OF INITIATIVES & GRANTS Selden Przelomiec Jordan Davies Royanne Sprowell Meredith Tice VOLUNTEER & EVENT COORDINATOR FINANCE ASSISTANT Kelly Winnicki Tiffanie Davis Jason Romeyn Melissa Ruddy COMMUNITY IMPACT & 211 COORDINATOR FAMILY SCHOOL COORDINATOR Alana Ruiu Brenda Episcopo Carli Sterling Hilarie Pirger EXECUTIVE DIRECTOR/CEO CAMPAIGN COORDINATOR Sandra Hoyland DIRECTOR OF FINANCE & ADMINISTRATION, CFO

ANNUAL REVIEW 2016–2017 21 2016–2017 Financial Report July 1, 2016 – June 30, 2017

Assets YOUR Cash and cash equivalents 1,233,607 Promises to give, net of allowance 817,208 DOLLARS Grants receivable 230,469 $ AT WORK Prepaid expenses 11,971 Total current assets 2,293,255 Property and equipment, net 0 30% 24% 16% 30% Custodial funds 13,156 Beneficial interest in agency funds held by third party 1,089,718 Total other assets 1,102,874 TOTAL ASSETS $3,396,129

Liabilities and Net Assets Accounts payable and accrued expenses 129,932 Donor designation payable 422,680 Total liabilities 552,612 Custodial funds 13,156 HEALTH STABILITY FINANCIAL EDUCATION NEEDS BASIC

Net Assets Percentage of donation allocated to partner agencies and direct impact Unrestricted 2,187,985 initiatives to improve health, education, financial stability and access to services. Temporarily restricted 367,223 Permanently restricted 275,153 Total net assets 2,830,361 Total Liabilities and Net Assets $3,396,129

Better Business Bureau Accredited Charity United Way of the Valley and Greater Utica Area is a Better Business Bureau Accredited Charity. Achieving BBB Charity Accreditation means that an organization has met BBB’s 20 Standards for Charity Accountability. Detailed information about BBB’s 20 Standards for Charity Accountability along with United Way of the Valley and Greater Utica Area’s full charity report can be found online at bbb.org or give.org.

22 UNITED WAY OF THE VALLEY AND GREATER UTICA AREA Campaign Awards 2016–2017

Community Challenge Most Improved Campaign Speaker of the Year 3 categories with 50%+ employee Overall 20% increase Celia Bogan, Hope House participation and employer per capita $50+ Charles A. Gaetano Construction Corp. The Fountainhead Group Volunteer of the Year 100+ EMPLOYEES Labor Award Tiffany Schreck, The Hartford Utica First Insurance Company LiUNA Laborers Local #35 50–99 EMPLOYEES Young Leader United Catholic Charities of Herkimer County Campaign Coordinator of the Year Paige Guido, NBT Bank, N.A. UNDER 50 EMPLOYEES Cynthia A. Woody Commercial Travelers

Corporate Awards with Employee Campaigns CORPORATE GOLD (PER CAPITA $100+) CORPORATE SILVER (PER CAPITA $60+) CORPORATE BRONZE (PER CAPITA $25+) Adjusters International Gilroy, Kernan & Gilroy Adirondack Bank Bank of Utica JPJ Electronic Bank of America Cathedral Corporation Communications, Inc. Berkshire Bank Commercial Travelers McQuade & Bannigan, Inc. C&S Wholesale Grocers, Inc. F.X. Vicks Lithograph & Printing Corp. Charles A. Gaetano M&T Bank Construction Corp. McCraith Beverages, Inc. The Fountainhead Group, Inc. McDonald’s Mac Clark Restaurant Indium Corporation of America Mele Companies, Inc. MetLife Group Claims Office National Grid Observer-Dispatch NBT Bank, N.A. The Paige Marketing Northland Communications Communications Group Saunders Kahler, LLP United Parcel Service Sturges Manufacturing Company Utica District Telephone EFCU Utica First Insurance Company Utica Gas & Electric EFCU Utica National Insurance Group

The impact of a gift to United Way cannot be overstated. The extraordinary generosity of our volunteers and donors opens doors to a better life for thousands of individuals and families in the Valley and Greater Utica Area. THANK YOU!

ANNUAL REVIEW 2016–2017 23 List includes the company’s CEO and Campaign Workplaces 2016–2017 Employee Campaign Coordinator

ACR Health Cathedral Corporation Donovan Middle School  Girl Scouts NY Penn Insight House Michael Crinnin* Marianne W. Gaige* Ann Marie Palladino* Pathways, Inc. Donna M. Vitagliano* George T. Mierek, Jr. Mary E. Rabbia Facci Julie Dale* Stephen E. Smith Adirondack Bank Christina M. Verratti Rocco Arcuri, Sr.* Catholic Charities of ECR International  International Paper Jennifer Hagen Herkimer County Ron Possafero* H.J. Brandeles Dale Seaton Deanna Charles* Johnita M. DeMatteo Corporation  Adjusters International - Cynthia C. Cardarelli Michael LaFreniere Richard M. Falvo* J.C. Penney Basloe Levin & Cuccaro Marylouise Russo John Leveccho* Ronald Cuccaro* Catholic Charities of Ed & Ed Business Elena Avetsiuk Oneida/Madison Technology Hamilton College  Jay-K Independent Denise Cavanaugh* Joe Madden* David Wippman* Lumber Corp. Albany Elementary Jan A. Stasaitis Ann Gilley Joan Kane Dean K. Kelly* School  Norma J. Tania Kalavazoff* Center for Family Life Empower Federal Hannaford Supermarkets Montagnino-Gemza Kelly L. Granata & Recovery Credit Union Cheryl Rondenelli* Cassandra C. Sheets* Michael K. Rondenelli* Jefferson School  American Red Cross Sarah Rivera Excellus BC/BS Gail Scalise* Vanessas Rejrut* Mallory Brown Scheve* Utica Region Richard W. Thomas Jr.* Central NY Labor Eve M. Van de Wal* JFK Middle School  ARC Herkimer Agency  Jennifer Gerni The Hartford Joshua J. Gifford* Kevin R. Crosley* Enesa Sabanagic Richard D. Pratt Michael Wardle* Rebecca Grabski Francis G. Reid Rebecca Passmore CNY Veteran’s F.E. Hale John Bosco House Bank of America Outreach Center Manufacturing Co. Haylor Freyer & Coon Gilbert Nadeau* Michael W. Brunner* Vincent P. Scalise* James B. Benson* Insurance Matthew Marley James Schaefer John F. Hughes School  The Bank of NY Mellon Central Valley Michele LaGase* Francis J. Behlmer* School District  F.X. Matt Brewing Herkimer College  Richard Hughes* Company  Cathleen C. McColgin* JPJ Electronic Bank of Utica Nicholas O. Matt* Daniel A. Sargent Communications Tom E. Sinnott* Centro of Oneida, Inc.  Fred D. Matt* Grant Reade* Deborah A. Jennings Ronald S. Bucciero* Debbie Koscinski Herkimer County Gale M. Hatch Marie Graziano Employees  Berkshire Bank Leslie A. Leone FedEx James W. Wallace, Jr.* Kernan Elementary Michael Daly* Bruce D. Wintle* Jeri A. Fredericks School  Matthew A. Nicholl Charles A. Gaetano Pamela S. Walters Angela Evans* Construction Co. First Source FCU BOCES Herkimer  Brian A. Gaetano* Michael J. Parsons* Hope House - Peter Key Bank of New York Mark Vivacqua* John N. Kinney Pamela L. Way Maurin House Stephen D. Fournier* MaryBeth Napolitano John Madej Cheryl E. Eldred City of Utica  Fitzgerald, DePietro BOCES Oneida- Mayor Robert M. & Wojnas Hospice & Legal Aid Society of Herkimer-Madison  Palmieri* L. Michael Fitzgerald* Palliative Care, Inc. Mid-New York, Inc. Howard D. Mettelman* Gene A. Allen Brain M. Reese Ann Tonzi* Paul J. Lupia* Donna A. Rava Laurie A. Barr Kim Devins Clifford Fuel Company Foothills Rural Boilermaker Road Race James G. Clifford* Community Ministry The House of the Lockheed Martin Timothy R. Reed* Kathy Maline Bonnie Churcher* Good Shepherd Kay Sinclair* William F. Hollicky, Jr.Bob Bonadio & Company Columbus Fortus Group Roberts* M. Griffith Investment Richard F. Zweifel* Elementary School  Jeremy Enck Linda Cardarelli Serivices Elizabeth A. Gerling* Kathy Cano David T. Griffith* Briggs, Bucciero Jill G. McCarthy Jillian Ducato Howard Hanna Real Estate Lois A. Mariano & Smith Agency Susan Duck Edward T. Bucciero* Commercial Travelers The Fountainhead M&T Bank Andy Smith* Phil Grece* Group, Inc. Hugh R. Jones School  Allen J. Naples* Cynthia A. Woody John F. Romano* Alaine K. Canestrari* Alyssa Viti Bull Brothers Theresa E. Wilson Lauren E. Bull* Conkling School  Human Technologies Macy*s Sangertown Anthony Tomaselli Mary T. Belden* Frankfort-Schuyler Corp. Linda L. Flynn* Carol M. Pumilio Central School  Timothy J. Giarrusso* Eva Liberatore C&S Wholesale Grocers Robert F. Reina* Leanne S. Allen Rick Cohen* CONMED Corporation Linda L. Forth MAMI Interpreters Michelle C. Wilson Curt Hartman* General Herkimer of CNY Heather L. Cohen Elementary School  Hummel’s Office Plus Cornelia E. Brown* Carbone Auto Group Julie A. March Alicia D’Ambrosio* Justin Hummel* Mary T. Stronach Enessa Carbone* Lisa M. Grieco Crystal Graves Dermody Burke & Brown IBEW Local Union 43  Martin Luther King John Calogero* Gilroy, Kernan & Gilroy Patrick J. Costello* Elementary School  Capraro Technologies Lawrence T. Gilroy III* Kimberly B. VanDuren* Gerard T. Capraro* Dolgeville Central School  Linda Breen Indium Corporation Christine Reynolds* Michael P. Giacobbe of America The Matt Law Firm, PLLC Gregory P. Evans* Francis X. Matt III* Anne M. Hauf 24 UNITED WAY OF THE VALLEY AND GREATER UTICA AREA McCraith Beverages, Inc. National Grid  The Peacemaker Program Smith Packing Co. Utica First Insurance Thomas O. McCraith* Diane Milano Mark W. Leuthauser* Eric Smith* Company Susan McCraith Szuba Cheryl Robinson Richard J. Zick* NBT Bank, N.A. Planned Parenthood Melissa L. Mann McQuade & Bannigan, Inc. John F. Buffa* Mohawk Hudson Special Metals  Thomas F. Sebastian* Denise R. Snyder Kim Atkins* Keith Dabbs* Utica Gas & Electric Colleen D’Accurzio Cheryl M. Lincoln-Lovely Employee FCU The Neighborhood Stone Age John J. Deecher* Mele Companies, Inc. Center Poland Central School  Landscaping, LLC Raymond R. Mele* Sandra L. Soroka* Laura M. Dutton* Neil Zalocha* Utica National Christina Martin Frank A. Tocco Tony Zalocha* Insurance Group Pratt & Whitney HMI Richard P. Creedon* MetLife Group New Hartford Central Metal Powders Strategic Financial Cassandra Murphy Claims Office School District  Nancy A. Rudnitski* Services, LLC Ronni Mutolo Robert J. Nole* Alan R. Leist, Jr.* Vicks Lithograph Patricia Reile Elizabeth A. Heil Price Chopper Stores Laura E. Powers & Printing Corp.  Chris Cecilia Dwight E. Vicks III* Mohawk Hospital New York Mills Union Julie Doggett Sturges Manufacturing Brenda Mitchell Equipment, Inc. Free School District  Nicholas Gallup Company Thomas J. Spellman* Kathy S. Houghton* Sheila Heiland Richard R. Griffith* Village of Herkimer Holly Spellman Paula Ann May Heidi L. Barrett Mayor Anthony Brindisi* Quadsimia Mylissa J. Deetz Nicole George Mohawk LTD Newport Telephone Diane Christensen Barbara Pacilio Cathy Newell* Company, Inc. WalMart #2285 - Herkimer Christine Celia Harley M. Ruppert* Remet Target John Emery* Leslie S. Irwin John Paraszczak* Matthew Lapino* Mohawk Valley Matthew Edmunds WalMart #1677 - Community Action Agency Northern Safety TECT Power  New Hartford Amy E. Turner* Company, Inc. Remington Arms Co.  Pat Burk* Paul Pleuritis* Pamela G. Gardinier Salvatore Longo* Kyle D. Luke* Cindy Schorer Penny Watkins Ellen Soron Sheila A. Claus Mohawk Valley Thea Bowman House WalMart #2093- Community College  Northland Remsen Central School  Jane S. Domingue* North Utica Randall J. VanWagoner* Communications William T. Crankshaw* Maria T. LaPaglia Brandy Whorrall* Courtney James P. McCarthy* Justin Orlando Taurisano-Sprague Mary Ann M. Moshier Resource Center for Thomas Proctor Senior Rosemary A. Wagner Independent Living High School  WalMart Distribution Mohawk Valley EDGE Zvia McCormick* Steven A. Falchi* Center #6038 Steve DiMeo* O’Brien & Gere Engineers Michelle S. Murphy Maribeth Pedulla Bryce Minnich* Shawna Papale Deborah Coffin Brent Vanderwood Richfield Springs Tops Friendly Market Mohawk Valley O.W.Hubbell & Community Center Scott Hutchinson* Waterville Central Health System  Son Galvanizing Becky Ebling* Schools  Scott H. Perra* Jane & Steve Mulvihill* Tri-Valley Beverage Charles G. Chafee* Debra Altdoerffer Vinnie Pham RPCN at Utica David V. Smith* Linda A. Hughes Community Health Center Cathy A. Castor Mohawk Valley Observer-Dispatch Dianne H. DiMeo Watson Williams Perinatal Network Terry Cascioli* UFCW Local One  Elementary School  Diana Haldenwang* Michele M. Howgate Rockford Auto Service Frank C. DeRiso* Cheryl B. Minor* Theresa M. Gorgas Co., Inc. Gregory P. Gorea Kristen A. Edic Oneida County Randy Rockford* Dana Mosca Annette M. Tennyson MV Resource Center Employees  Lisa Williams for Refugees Anthony J. Picente, Jr.* United Healthcare- Whitesboro Central Shelly L. Callahan* Sherri LaSalle Salvation Army - Herkimer MultiCase Division School District  Jennifer VanWagoner Lt. John Wood* Ray Hodorski* Brian K. Bellair* On Point for College Elsa Davis Mohawk Valley Ginny Donohue* Salvation Army - Utica United Parcel Service  Deborah Lawrence Water Authority Kevin B. Marken Lt. Michael Harrington* Lawrence MacArthur* Kim Powers Patrick J. Becher* Scott Miller Karen Alberico-Bertrand Oneida-Herkimer Solid Samaritan Counseling Women’s Employment & Waste Management  Center United Way of the Valley Resource Center Monro Muffler William A. Rabbia* Donna White* & Greater Utica Area Stephanie A. Eghigian* Janet M. Hassett* Jodi M. Tuttle Janice A. Powers Brenda E. Episcopo* Keri Kane YMCA of the Municipal Housing The Paige Marketing Saunders Kahler, LLP Mohawk Valley Authority Communications Group Camille T. Kahler UTC Aerospace Systems Anthony DeLuca* Robert R. Calli* Nancy M. Pattarini* Joshua Strickland John J. Furman Barbara Majka Sauquoit Valley Central YWCA of the School  Utica College  Mohawk Valley Munson-Williams- PAR Technology Ronald J. Wheelock* Laura Casamento* Dianne Stancato* Proctor Arts Institute Corporation Adrianne Arnone Claudette George Anthony J. Spiridigloizzi* Ronald J. Casciano* Safe Schools Jeanette R. Breish Kayla Rena Mohawk Valley Utica District Telephone Anne Lansing* Employees FCU #11157 MVP Health Care Parkway Senior Center Patrick M. Gallagher* Ellen Sacks* Kelly M. Walters* Scalzo, Zogby & Wittig * CEO  Donna Milano Gary D. Scalzo* Union Organization Stephen R. Zogby* ANNUAL REVIEW 2016–2017 25 Leadership Gifts 2016–2017

ALEXIS de TOCQUEVILLE SOCIETY Kristen Martin Stephanie R. Nesbitt Thomas O. McCraith Matthew & Megan Nicholl Andrew Carnegie $30,000+ Susan Szuba Barb & Ed Paparella H. Thomas Clark, Jr., & Bernadette T. Clark Michael & Mischael McKenna William M. Parker John Hopkins $15,000–$19,999 John R. Norine, Sr. Ron & Paula Passafaro John F. & Jackie Romano Anthony & Eleanor Picente Bill & Mona Perrotti Robert & Melissa Porten Brian J. Reid Jane Addams $10,000–$14,999 Timothy & Cynthia Reed Justin Rishel Al & Joan Carbone Richard R. Griffith Mr. & Mrs. Paul A. Totaro Nancy A. Rockhill Don & Edie Carbone Curt & Beth Hartman Anonymous – 4 Vincent & Elizabeth Rossi Enessa M. Carbone Connie & Alan Leist Richard & Ann Shlotzhauer Oak Level $1,000–$1,499 Marianne & Peter Gaige Gary & Marcia Scalzo Audrey A. Snow David & Maria Abdou Anthony & Israel Acosta Mariann Spiridigloizzi Susan Bull Steve & Catherine Alessandrini JACK B. RIFFLE ASSOCIATES Jeffrey H. Stein, DDS Mr. & Mrs. Felix Cano Mark & Kathleen Angelucci Mr. & Mrs. John B. Stetson Alex E. Carbone Rocco & Victoria Arcuri Platinum $7,500–$9,999 Maria E. Suppa Amber J. Clarke Tracy Bach Ronald & Sheila Cuccaro Robert Tan Patricia DeFerio Bruce & Shannon Brach Elizabeth & Larry Gilroy James Wallace Michael J. DePietro, CPA Craig S. Brodock Mr. & Mrs. Nicholas O. Matt Susan & Dan Wheaton Denise K. Donnelly David & Valerie Brown Mrs. Dwight E. Vicks, Jr. Bonnie & Darren Woods Michael & Helen Evans Steven T. Bryant Richard & Nikki Zick Diamond $5,000–$7,499 Mr. & Mrs. Walter T. Foley John & Beth Calogero Stephen R. Zogby & Mr. & Mrs. Francis J. Behlmer Richard & Kim Hanna Gerard T. Capraro Noreen E. Sheridan Cris & Ann Brodock James C. Humphrey Jolene M. Casatelli Richard L. Zuccaro Rich & Lynn Creedon Daniel S. Jonas & Terry Cascioli Anonymous – 5 Denyse & Greg Evans Alexandra C. Epsilanty Heather L. & Richard A. Cohen David & Janet Griffith Jonas Kelly & Heidi Jones Paul & Andrea Cohen Maple Level $750–$999 Rodney W. Koch Mark S. Lewandrowski Roger A. Coyle Thomas C. Abbatecola Pinny & George Kuckel Steve & Amanda Mandia Deb & Chris Crane Peter J. Barresi Randy B. Soggs Lillian D. Matt Burt Danovitz & Dr. & Mrs. Robert L. Bradley Judy V. Sweet John & Betty Meehan Edie Weintraub-Danovitz Scott Briggs Gold $3,000–$4,999 Gregory M. Morra Robert & Laraine* Dell Cristine Broccoli Larry & Corky Bull Cathy Newell & Ken & Nola Dickson Michael & Monica Buttimer Jim & Meg Clifford Richard J. Walters Brenda & Matthew Episcopo Elizabeth Caraco John Eckmair Gary & Lisa Philipson Ralph & Jennifer Figueroa Cynthia & Paul Cardarelli Blake & Cathy Ford Thomas & Jill Spellman Scott A. George Daniel Cieplenski Steven & Beth Guzski Symeon & Shelli Tsoupelis Timothy J. Giarrusso Mary Clair Dr. Ron Kaye & Mrs. Mary Kaye Bernie Turi Vincent M. Grove Robert B. Clark Christopher & Virginia Kelly Dale & Eve M. Van de Wal Steve & Kathy Hartnett Michael A. Cookson Marcia & Patrick Knapp Harry & Ruth Wolfe Dr. & Mrs. Andrew T. Ho Richard S. Crandall Dr. W. Anthony & Anonymous – 4 John H. Hobika, Jr. Kevin R. Crosley Carol B. Mandour Allen Hutchings Wink Doolittle & Fred & Carrie Matt ADIRONDACK CLUB Dana & Cathy Jerrard Linda O’Connor Dan & Pam Meehan Shawn & Diane Kain Reverend Paul J. Drobin Scott & Kathy Perra Cherry Level $1,500–$1,999 Dean Kelly Frank & Liz DuRoss Jacqueline Schumacher Timothy A. Butcher James S. Kernan, Jr. Robert Esposito Tom E. Sinnott Donald Carbone Debra & Keith Landman Lou & Kristen Falvo Stephen & Gina Surace Geno DeCondo Karen A. LaPlante Joan M. Farmer Dwight E. Vicks III Steve & Dianne DiMeo Dr. & Mrs. Gilbert Lawrence Richard A. Frye Zurschmit Family Michael & Martha Giacobbe Alan R. Leist III Joe & Ann Gale Thomas E. & Patricia Gogola John & Janice Livingston Glen Gardeski Silver $2,000–$2,999 Julie & Steve Gorczynski Robert & Donna Manfredo Kimberly Garramone Ross & Julie Berntson Tyler & Katie Griffith John & Kathryn Marini Jeffrey W. Gornick Drs. James Bramley & William & Cynthia Krause David Mathis Dawn M. Gubbins Patricia Lane Catherine Lambert Mr. & Mrs. Kenneth McCabe Christopher Haddock Bruce & Frances Bull David & Judy Manzelmann Mr. & Mrs. Michael J. McCabe John A. Humphreys

26 UNITED WAY OF THE VALLEY AND GREATER UTICA AREA Debbie Johncox Laura Casamento John J. & Mary Lou Lauchert Cheryl L. Rondenelli Maimun N. Khan Denise L. Cavanaugh Rebecca J. Laymon Louisa S. Ruffine Heather M. Kirkland Dr. Francis E. Chabot Cathleen LeTray Erich G. Salie Jeffrey Kubat Wayne E. Chambers Mary Clare Lewis Jamie Sapienza Jim & Pam Kuhr Linda Clark Mr. & Mrs. Robert J. Loomis Frank C. Sardelli Jerome V. LaLonde Christopher A. Collis Brian Loughlin Brian D. Saville Dave & Cynthia Lyman Lawrence J. Combs Harry H. & Martha S. Love Joyel M. Schaefer Dr. Andrew C. Mackie Joseph D. Conigliaro, OD Peggy T. Ludwig Robert C. Scholefield Anthony & Shauna Malta Aaron Conklin Amy Lukacz RoseMarie J. Seron Michael R. Marley Patrick J. Costello Laurie & Ben Madonia Peter Shagory Christine J. Milewski Daryl Crouch Linda & Michael Maiellano Jennie M. Shearin Scott Miller Earl Cunningham Melissa L. Mann Cassandra C. Sheets Marianne Monahan Stephanie F. Davis-Clark Joseph Mathlin Robert N. Sheldon Richard E. Moquin John & Corazon Deecher F. X. & Pam Matt Alan L. Shulman Denise J. Morgan Elis & Anne DeLia Lauren & Dominick Mattia, Sr. William M. Skorzyk Robert D. Neary David Dellecese Tammy A. & Ricardo J. Mauro William J. Slater William J. Ouellette Thomas J. Denslow Cathleen C. McColgin, Ph.D. Douglas J. Smith Don & Roe Polczynski, Jr. Howard J. Edel Michael F. McNamara Julie A. Smith Earle C. Reed Mary Carol Evans Billy Melendez Dr. Robert S. & Sheila Smith Dr. William & Marjorie P. Ryan Michael & Melissa Evolo Denise C. Milde David Socha John B. Saia Richard Fenner Wayne T. Moakler Sandra L. Soroka Bob Schneider Alicia & Robert Dicks Norma J. Montagnino-Gemza Robert A. Springer III Scott & Martha Shatraw Theresa M. Flemma William & Bertha Morehouse Gail I. Stedman Terry & Patty Terenzetti Elizabeth M. Follett Elizabeth A. Moreland Tricia L. Sticca Anthony Tomaselli Brant Ford Richard & Barbara Morey Thomas E. Stock Lisa M. Urich Linda L. Forth Denis Mukic Bette J. Thomas Patrice Van Nortwick William F. Friedel Noelle M. Murphy Mr. & Mrs. Tracy Thompson Patricia A. Weiler John J. Furman Gary P. Nelson Robert D. & Beth A. Treen Anonymous – 5 Peter & Margaret Gadziala Denise Nepveux & David Hill Michael F. Trevisani, MD Wendy L. Gagliardo Tom Neumann Amy L. Van Apeldoom Pine Level $500–$749 Patrick Gallagher Benjamin & Heidi Nolette Thomas M. VanHatten, CPA John J. Acee II Deborah A. Gates Eric A. O’Bryant Jessie Verna Michele & Kelly Adams Sandra J. Giehl Ronald W. O’Dell, Sr. Donna M. Vitagliano Louis Aiello David & Sharon Goldenson Dr. Kenneth D. Ortega Richard & Alissa Viti Steve & Kate Alcott Crystal L. Graves Daniel O’Toole Andre Washington Kevin E. Alexander Joseph Griffiths Ann Marie Palladino Terence G. Weber Robert D. Alexander JoAnn & Bruce Hall Shawna Papale Richard R. Welchons James & Lisa Almy Douglas C. Hall Elzbieta J. Pawlowski Lisa L. Wilcox Debra Altdoerffer MaryAnn Hallak-Serwatka Courtney Peck Thomas G. Wilkinson Richard J. Artigiani William Halpin Shannon C. Peck Amy S. Williams Christopher Asaro Michael T. Haskell Jon M. Perry Connie S. Williams Peter T. Baildon Gale M. Hatch Joe & Barb Petronella Jean E. Williams Preston C. Bassett, Jr. Christopher M. Heretz Kathleen M. Pezzulo Kathy M. Williams Deborah M. Beardsley Richard S. Hill Cynthia Phillips Kenneth S. Williams Betty-Joan Beaudry Mary M. Hilsinger Joshua C. Phillips Lynne M. Williams Mr. & Mrs. Louis Shkane Kevin Hoagland Therese Plizga Walter W. Williams Karen & David Bishop Sandra Hoyland Matthew Potasiewicz Cynthia Woody Michael T. & Lynn L. Brady Kevin L. Hudson Dawn Potter Melissa A. Young Mathew Brewer Lucille F. Humphreys Greg Raab Cindy L. Yount Barbara Brodock Brian J. Jennings Patrick Rao Richard F. & Carol S. Zweifel Mr. & Mrs. Russell E. Brooks II Keri R. Kane Andrew M. Read Anonymous – 13 Kristyn L. Bucciero David R. Katz III Anna E. Reed Bob & Cathe Bullwinkle Jayme Kennerknecht Dr. & Mrs. Philip L. Reitz Ralph & Heather Burgdoff Thomas J. Kevlin Kevin W. Revere Mary Rose Cahalan Dr. & Mrs. Kenneth K. Kim Robin M. Robinson Barbara W. Cain Murray J.S. Kirshtein Dawn G. Roller Alfred J. Candido, Jr. Gerald Lampman Paul D. Romano * Deceased

ANNUAL REVIEW 2016–2017 27 United Way of the Valley and Greater Utica Area 201 Lafayette Street, Suite 201 Utica, New York 13502

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2016–2017 TOP 20 WORKPLACE CAMPAIGN

Top 20 Workplace Campaigns Top 20 by Employee Per Capita  Utica National Insurance Group  Scalzo, Zogby & Wittig Insurance  F.X. Matt Brewing Company  Strategic Financial Services, Inc.  Carbone Auto Group  United Way of the Valley & Greater Utica Area  Mohawk Valley Health System  UFCW Local One  National Grid  Gilroy, Kernan & Gilroy  MetLife Group Claims Office  Boilermaker Road Race, Inc.  ConMED Corporation  Adjusters International  Indium Corporation of America  M. Griffith Investment Services  The Fountainhead Group, Inc.  Dermody Burke & Brown  The Bank of NY Mellon  Utica District Telephone EFCU  Cathedral Corporation  The Matt Law Firm, PLLC  M&T Bank  Vicks Lithograph & Printing Corp.  Bank of Utica  Utica Gas & Electric EFCU  Adjusters International  National Grid  Hannaford Stores  Bank of Utica  UFCW Local One  F.X. Matt Brewing Company  Utica First Insurance Company  Utica First Insurance Company  The Hartford  United Parcel Service 19 Bank of America 19 Jay-K Independent Lumber Corp. 20 Vicks Lithograph & Printing Corp. 20 MV Economic Development Growth Ent. Inc. UNITED WAY OF THE VALLEY AND GREATER UTICA AREA