A MESSAGE FROM OUR EXECUTIVE DIRECTOR AND BOARD CHAIR

What does it mean to Live United? Board of Directors It means recognizing that whether we know a child on the other side of town or not, it matters to us if that child EXECUTIVE COMMITTEE Elizabeth Soggs, President grows up to be a contributing member of this community. Allison Damiano-DeTraglia, It means understanding that when any part of this com- First Vice-President and munity is struggling financially, it affects prosperity for Chair Strategic Planning us all. It means seeing that drug addiction, high-risk Amber J. Clarke, Treasurer pregnancy and family violence are problems that ripple Geno M. DeCondo, Assistant Treasurer Donald Carbone, Chair, Resource Development throughout our community. It also means that we can Burt Danovitz, Ph.D. Chair, Governance work together to address the conditions that contribute to Fred C. Monaco II, Labor Liaison and Chair, these problems. Because we have a stake in our commu- Marketing and Community Engagement nity, we have a stake in all these things, and a responsi- Anthony J. Scibelli, Chair, Community bility to do our part. We can make a difference. Investment Alicia M. Brockway, Campaign Chair James W. Wallace, Immediate Past President Let me take a minute to tell you how United Way has improved; we are more focused and outcome-driven than Anthony Colon ever before. We have one mission that drives everything J. Patrick Costello, Jr. we do, advancing the common good. We recognize that Samantha DeRiso we are all united. We are focusing all of our energies on John H. Hobika, Jr. Patrick L. Johnson the building blocks for a good quality of life — education, income and health as well as Maimun N. Khan a safety net for our community. Fred D. Matt Gregory M. Morra United Way’s job in reaching these goals is to recruit the people and organizations from Dr. Ann Marie Murray all across the community who bring the passion, expertise and resources needed to get Michael Paparone David S. Sherline things done. If we don’t engage committed people, the work won’t happen. If we don’t Kenneth M. Tompkins match those who “know-how” with the necessary resources, we won’t reach these goals. Symeon A. Tsoupelis These are ambitious goals. We need you to be a part of the change. You can give, you Eve M. Van de Wal can advocate and you can volunteer. Only when we are all working together toward a common purpose do we truly Live United .

Brenda Episcopo, Executive Director Beth Soggs, President of the Board

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@UnitedWayUtica

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1 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED™ 2012-13 CAMPAIGN RESULTS CAMPAIGN CABINET Chairs: Jim & Alicia Brockway, M&T Bank Annual $ 2,122,477 Flagship: Paul Romano, Shumaker Engineering SEFA $ 238,424 William Rabbia, Oneida Herkimer Solid Waste Authority and Alicia Fernandez-Dicks, Fort Schuyler TOTAL $ 2,360,901 Management Corp. Business When it comes to creating lasting change on the issues impacting our Large: David Manzelmann, M&T Bank community, it takes an entire community to make a difference. This year Tim Reed, Boilermaker more than 180 businesses and thousands of individuals across our Medium: Don Polczynski, Gilroy, Kernan & region participated in the 2012 annual campaign. Gilroy Insurance and Roe Polczynski Small: Therese Plizga, M&T Bank More than 80% of donations from this annual campaign are pledged Leadership: through the workplace. These campaigns run from late August through Tocqueville: Brenda Episcopo, United Way December. United Way provides employees a convenient opportunity Riffle: Leigh D’Agostino, F.X. Matt Brewing Co. to give back to the community where they work. Most campaigns are set Adirondack: Heather Greinero, up so employees can contribute through payroll deductions. Last year, The Bank of NY Mellon more than 200 individuals volunteered their time to run campaigns in their workplace. Financial Chair: Lauren Keating, M&T Bank

United Way of the Valley and Greater Utica Area is pleased to host Non-Profit Chair: Wayne Baran, Boys and the STATE EMPLOYEES FEDERATED APPEAL (SEFA) CAMPAIGN. The SEFA Girls Clubs of the Mohawk Valley Campaign is the annual charitable solicitation of state employees by Education state employees. A number of health, human services, environmental K-12: Kathy Houghton, New York Mills Schools and advocacy federations and agencies participate. SEFA encourages Fred Monaco, NYS United Teachers participants to make their contribution a personal and meaningful deci- Colleges: Randy VanWagoner, Mohawk Valley sion by supplying a way for state employees to support a network of Community College local, national and international community services all year long through Government payroll deduction. State employees designate their donation, whether Oneida County: Jacki Vitullo through payroll deduction or a single check gift, to any participating Herkimer County: Kim Enea, Herkimer County charity. Jerri Frederick, Herkimer County

Professionals Dental: Dr. Paul Caruso, Caruso Orthodontics We are SO much more Attorney: F.X. Matt, Matt Law Firm, Pamela Matt, Mohawk Valley Chamber of Commerce than campaign! Clergy: Father Drobin, Utica College Labor Chair: Enesa Sabanagic, CNY Labor Agency In addition we raised or facilitated: Direct Mail: Oskar D.L. Schriever, GE Retiree $133,225 in pass-through grants $91,835 in Emergency Food & Shelter SPECIAL THANKS TO: Funding from the federal government • Jim & Alicia Brockway - 500 pounds of school supplies our Campaign Chairs 7,000 diapers • CEO’s of our participating companies 100 new coats, 100 new boots • Organized labor leaders and 150 dolls • Our dedicated Employee Campaign Coordinators • 180 participating companies

COMMUNITY INVESTMENT REPORT 2011 2 FUNDED PROGRAMS Reflects July 1, 2011-June 30, 2012 for safety net and through June 30, 2013 for Health, Education and Income

14% 32% 29% 30% 20%

Education 32% Our community is stronger when people of dollars $458,249 16 PROGRAMS of all ages have a quality education. allocated funded by United Way under education

What United Way does: What our funded partners do:

Lead partner, fiscal agent and early childhood leader for Preschool, quality day care and after school programs Literacy Coalition of Herkimer and Oneida Counties. support working parents and ensure 18,000 children are ready for and performing well in school. Collects and distributes more than 500 pounds of school supplies so kids enter school ready to learn. Early intervention and support services ensure youth with disabilities have the opportunity to succeed.

Reductions in violence, bullying, drug use and crime among more than 6,000 youth create safe environments at home, in schools and in the community.

Programs Funded in Education Project Learn & Teen Transport ...... Boys & Girls Club of the Mohawk Valley Scout Reach ...... Boy Scouts of America, Revolutionary Trails Council Community Dispute Resolution Center TREATY Program ...... Catholic Charities of Herkimer County Aggression Reduction ...... Center for Family Life & Recovery, Inc. What About Me? Grief in the Classroom ... Hospice & Palliative Care Drop-In Youth Center ...... Johnson Park Center Services for School Achievement ...... Learning Disability Association of the Mohawk Valley Child Care Services ...... The Neighborhood Center Zone Youth and After School Programs ..... Richfield Springs Youth Ministry Corporation Family Counseling/Community Partnership Program ...... Samaritan Counseling Center Domestic Violence Ended (DOVE) ...... Thea Bowman House Kids with Promise ...... Thea Bowman House Early Intervention ...... Upstate Cerebral Palsy YMCA of MV Youth Services Program ...... YMCA of the Mohawk Valley Bullying Prevention Program ...... YWCA of the Mohawk Valley

3 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED™ WE FUND PROGRAMMING IN mUCH of HERKIMER $1,338,000 2 COUNTIES and oneida countIES 0ME
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HEALTH 20% Healthy people means of dollars $294,040 12 PROGRAMS a healthy community. allocated funded by United Way under health

What United Way does: What our funded partners do:

Saves our community more Improves quality of life for the aging population through than $130,000 in prescription adult day care and skill building programs. medicine costs through our partnership with FamilyWize. Provides thousands of teens with education on healthy lifestyles and decision-making skills.

Interpretation services to help patients follow doctors’ orders, reduce no-show appointments and maintain health in the non-English speaking community.

Programs Funded in Health Teen AIDS Task Force (TATF) ...... Aids Community Resources Youth Safety Program ...... Aids Community Resources RIDE Program of Herkimer County Retired and Senior Volunteer Program ...... Catholic Charities of Herkimer County Child & Family Development ...... Catholic Charities of Oneida and Madison Counties Oneida County Food Policy Council ...... Cornell Cooperative Extension of Oneida County CNY Diabetes Education Program ...... Faxton-St. Luke’s Healthcare Patient Navigation for High Risk Pregnant Women .. Faxton-St. Luke’s Healthcare JPA Love & Care Health Initiative ...... Johnson Park Center Improving Health Through Language Access ...... MAMI Interpreters PSC Health and Wellness Program ...... Parkway Senior Center Elderly Services ...... Resource Center for Independent Living Your Neighbors, Inc...... Your Neighbors, Inc.

COMMUNITY INVESTMENT REPORT 2011 4 FUNDED PROGRAMS Reflects July 1, 2011 - June 30, 2012 for Safety Net and through June 30, 2013 for Health, Education and Income

14% 32% 29% 30% 20%

SAFETY NET 29% We all benefit when our community has a safety net of services to meet of dollars $400,000 16 PROGRAMS allocated funded by United Way under safety net basic human needs.

What United Way does: What our funded partners are doing:

Streamlines multiple efforts into one coordinated Respond to crisis , fight abuse, homelessness and hunger in information and referral source for health and our community. Tens of thousands of people were assisted human services. with supplying food, shelter, preventing homelessness, abuse, legal issues, and crisis response to basic needs last year. Fiscal conduit for the Mohawk Valley Housing and Homeless Coalition, reducing homelessness in our community. Create a safety net addressing unmet needs and helping nearly 7,000 people avoid or overcome sexual and domestic Facilitates donation of 100 new coats and 100 new pairs violence and stop child abuse. of boots to keep kids warm in Herkimer and Oneida Counties. Create a safety net of services to respond to unexpected crises in the Mohawk Valley.

Programs Funded in Community Safety Net Emergency Response and Preparedness ...... American Red Cross of the Mohawk Valley Blood Services ...... American Red Cross of the Mohawk Valley Services to Armed Forces ...... American Red Cross of the Mohawk Valley Domestic Violence Program of Herkimer County ... Catholic Charities of Herkimer County Runaway & Homeless Youth Program ...... Catholic Charities of Herkimer County Community Assistance ...... Catholic Charities of Oneida and Madison Counties Country Pantry ...... Country Pantry JPA Homeless Housing Assistance ...... Johnson Park Center Legal Services of Central New York, Inc...... Legal Aid Society of Mid-New York, Inc. Homeless Intervention Program ...... Mohawk Valley Community Action Agency Peter Maurin House, Inc...... Hope House Salvation Army Café ...... Salvation Army of Herkimer Soup Kitchen/Food Pantry ...... Salvation Army of Utica Court Appointed Special Advocates/Child Custody Advocates ...... The Peacemaker Program, Inc. Eleanor Walsh Wertimer Children’s Center ...... The Neighborhood Center, Inc. Hall House ...... YWCA of the Mohawk Valley Mohwak Valley’s Sexual Violence Services and Child Advocacy Center of Herkimer County ...... YWCA of the Mohawk Valley Domestic Violence Sexual Violence Non-Residential ...... YWCA of the Mohawk Valley

5 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED™ 14% INCOME Reflects July 1, 2011 - June 30, 2012 for Safety Net and through June 30, 2013 for Health, Education and Income United Way works hard to support of dollars $236,882 8 PROGRAMS financial stability for individuals allocated funded by United Way under income and families in our community. What United Way does: What our funded partners are doing:

Collects and distributes more Increase financial well being for thousands of community than 7,000 diapers and members through support of a free tax preparation program, supplies to assist families which identified nearly $1.4 million in unclaimed tax credits and offset costs. bringing that money back into our community.

Assist senior citizens in maintaining health and remaining independent in their own homes, while protecting them from financial abuse.

Programs Funded in Income John Bosco House ...... John Bosco House, Inc. Bill Payer Program ...... Parkway Senior Center/RSVP Main Street ...... Resource Center for Independent Living Mohawk Valley Asset Building Coalition .. Resource Center for Independent Living Employment Services ...... Resource Center for Independent Living Willow Commons ...... YWCA of the Mohawk

Programs Funded in Income/Education Counseling Services ...... The Neighborhood Center, Inc. New Horizons ...... YWCA of the Mohawk Valley

Community Empowerment Grants These one-time grant awards of up to $5000 are being distributed to qualified agencies or programs making a positive impact to any of the Health, Education and/or Financial Self-Sufficiency indicators from Herkimer and Oneida County Indicators study (www.hocindicators.org). These grant requests are for program-specific costs, capacity building or capital expenses.

Mohawk Valley Perinatal Utica Safe Schools Healthy Salvation Army Utica Planned Parenthood Network, Inc. Students Partnerships, Inc. Expanding Job Placement Mohawk Hudson, Inc. “Safe Sleep For Babies” Oneida County Gang through Work Experience Medical Equipment for Repro- Assessment Project By Enhancing Capacity ductive Health Care Services The funds allowed local home of the Soup Kitchen for Low-Income Women visiting programs to compre- This funding formally estab- hensively educate expecting lished the Oneida County Gang Purchased and installed new Purchased a power examina- and new families on the topic of Assessment Coalition and an equipment to train workers tion table that improves the safe sleep, SIDS risk reduction, initial study of gang activity. assigned from Oneida County ability to provide preventative and distribute free portable This will then leverage to Social Services Work Experi- care to individuals with dis- cribs to families with no other garner support funding for ence Program. This will pro- abilities and special needs. source of a safe sleep space a full study of area gang mote regular employment, One in five individuals have for their baby. activity, which has not been reduce need for temporary some kind of disability or spe- conducted in seven years. assistance and introduction cial needs, such as a temporary to potential employers. injury, obesity, chronic health condition, permanent physical limitation or other special needs.

COMMUNITY INVESTMENT REPORT 2011 6 2012 YEAR IN REVIEW

Agency-Wide and Internal Operations

• Recruited and retained qualified and capable staff members. In 2012, the following people were hired: Lori Calabrese, Grant Writer; Kristyn Bucciero, Resource Development Director and Sandra Hoyland, Director of Finance and Administration. We retained: Brenda Episcopo, Robin Robinson, Sandy Allbright, Kate Courtney, Luci Humphreys, Sophie Jouben and Adam Lawless.

• Lara Sepanski Pimentel joined the team as the Executive Director of the Literacy Coalition of Herkimer and Oneida Counties.

• A comprehensive, agency-wide technology project was implemented, including remote access, new hardware and software, the integration of the e-pledge processing system, along with text alert and text-to-give options for engagement with United Way of the Valley and Greater Utica Area.

• An office space was secured in Herkimer County, thanks to Resource Center for Independent Living.

• In December 2012, our diversity and non-discrimination policy was updated and rolled out in 2013.

Community Investment

• Allocated $1.4 million to local agencies in the areas of health, education, income and community safety net. Additionally, through the Herkimer-Madison-Oneida Counties State Employees Federated Appeal Campaign, $238,424 was raised for charities.

• 18 new volunteers were trained and prepared to serve on allocations panels.

• Member of 25 community coalitions, including convener of Funder’s Council and partner in the Alliance for Non-Profit Excellence Board Leadership program with Excellus BlueCross BlueShield and The Community Foundation of Herkimer and Oneida Counties.

Community Engagement

• Volunteer numbers continued to grow as United Way added more volunteer opportunities throughout the year including Day of Action, Boilermaker Pasta Dinner, Days of Caring, Diaper Drive, School Supply Drive, Coat and Boot Distribution, St. Patrick’s Day Parade, and Saranac Thursdays and Concert Series. We have more than 1,600 volunteers!

• 2012 brought our largest Day of Action in June as nearly 80 volunteers painted over graffiti to re-claim an area of inner-city Utica. A partnership between MV Regional Volunteer Center, Home Ownership Center, City of Utica, Utica Police Department and United Way was a success. It was an amazing collaboration among companies, non-profits, volunteers and employees of all levels working side-by-side on a community project.

7 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED™

• We are working to support and collaborate with the regional volunteer center. Staff attended a statewide summit on volunteerism to lead the efforts to collaborate and streamline volunteer opportunities in our community.

• Saranac Thursdays in 2012 was the longest season in its 14-year history, raising the most money to date at $35,000! Efforts were made to tie this event in with the marketing of our focus areas, success stories and convert attendees into donors and supporters.

• Other events in 2012 were: Tailgate Party, Day of Thanks, multiple Days of Caring, Octoberfest, United by Mission Photo Shoot, and Choo Choo for Charity Golf Tournament.

• Social media efforts expanded this year, leading up to a year-long community engagement and marketing strategy. 2012 brought real-time updates and many well-received photos, engaging a new and more immediate audience.

Resource Development

• In our first year of soliciting grants for community initiatives, we requested more than $4.2 million dollars in funding; received $133,225 and await results on more than $4 million. This trend will continue as we seek innovative ways to support the common good.

• Raised $5,000 through the Mohawk Valley Chamber of Commerce’s Choo Choo for Charity Golf Tournament for the Mohawk Valley Crisis Response Fund in its last year of designation to United Way.

• JPJ Electronics, John Bosco House, Morgan White Group and The Pines at Utica ran their first campaigns this year.

• 14 companies had 100% employee participation.

• Our first sweepstakes, the Great Community Challenge (GCC), awarded three winners a $500 gift card to either Carl’s Furniture, Fastrac Markets or Chanatry’s Hometown Market. More than 860 people entered and $45,000 in new money was raised through the GCC.

• Text-To-Give has offered United Way an easy and immediately enactable way to solicit donations for special projects.

• E-Pledge campaigns were run for the first time at M. Griffith, Adjusters International, Excellus BlueCross BlueShield and United Way of the Valley and Greater Utica Area. This cut back on back-end pledge processing and reduced spending on printed campaign materials.

COMMUNITY INVESTMENT REPORT 2012 8 2012 EVENTS

Annual Tailgate Party Saranac Thursdays and January 22, 2012 Concert Series Each year, the Tailgate party is hosted by Assemblyman May 24, 2012 Marc Butler and Rocky Fiato of the Waterfront Grille in This weekly happy hour fundraiser is a unique partner- Herkimer. Proceeds benefit United Way. ship between United Way and the F.X. Matt Brewing Company. United Way coordinates more than 1,000 Day of Thanks volunteers from nearly 40 local companies to assist with February 7-8, 2012 serving refreshments at Saranac Thursdays and Concert United Way volunteers and staff spent two days making Series Events. In 2012, more than $35,000 was raised calls to individual donors and visiting groups of work- over the course of the summer-long event. place campaign participants to thank those involved in raising funds throughout the 2011-2012 Annual Campaign. Day of Action: Graffiti Busters June 21, 2012 Day of Caring: Diaper Drive This annual day of service in our community brings Distribution people together to help make an impact in our local May 10, 2012 neighborhoods. Set during the work United Way’s community- week, many companies allow wide Diaper Drive was a employees to utilize work time to success in its first year volunteer for this one day. In 2012, collecting nearly 7,000 United Way partnered with the diapers and supplies Homeownership Center, Mohawk throughout the month Valley Regional Volunteer Center, of April. Area workplaces held internal drives to collect Utica Police Department and the supplies. Community members also donated at the City of Utica for a Day of Action public donation site in Target at Sangertown Square. to eliminate graffiti in areas teeming visual vandalism. The diapers and supplies were distributed to nine area Nearly 80 volunteers helped to paint over unsightly graf- programs in Herkimer and Oneida Counties including fiti throughout the city of Utica. sites in Ilion, Herkimer, Old Forge, Clark Mills, and Utica. These sites utilized the diapers for programs servicing Boilermaker Pasta Dinner area babies and families. Public distribution sites were July 14, 2012 also set up in both counties. Boilermaker volunteers, led by Cindy Dardano, organize a pasta dinner fundraiser for United Way at the Boilermaker Stamp Out Hunger Food Drive Road Race Health and Fitness Expo. The event offers runners May 12, 2012 and their families pasta dinners with the event’s proceeds United Way supports the National Association of Letter benefiting of the United Way. Volunteers helped promote Carriers’ annual effort to collect food for local pantries. the event leading up to Saturday’s Pasta Dinner. In 2012, Volunteers help to spread the word within their respec- $4,000 was raised. tive workplaces, neighborhoods and through social media outlets. In its 20th year, the annual food drive has Day of Caring – Back-to-School grown from a regional to a national effort that provides Supply Drive Distribution assistance to millions of Americans struggling to put September 5, 2012 food on the table. The Stamp Out Hunger Food Drive, The annual Back-to-School Supply Drive was a success held on the second Saturday in May, has become the in its second year collecting as many school supplies as nation’s largest single-day food drive. it did in 2011. The nearly 500 pounds of school supplies was distributed to ten local programs. These programs ensured that school supplies got to the kids who needed them, so they started school prepared... ready to succeed!

9 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED™ The drive expanded its reach this year through a partner- Ready to get involved? ship with United Way of Rome Call (315) 733-4691 ext. 224 or email and Western Oneida County, [email protected] to volunteer providing more Drop Off Zones and program recipients for area Co-Chairs, Alicia and Jim Brockway, thanked their volun- residents. Also new this year, a teer cabinet and announced the campaign goal for the Text-to-Give program was setup 2012-2013 fundraising season. for people wishing to donate-on-the-go. Another new aspect of this year’s drive was the addition of two public Day of Caring: Doll Adoption distribution sites that were setup to serve families not November 1, 2012 already tied to local education programs in Herkimer United Way celebrated the beginning of National Adoption and Oneida Counties. Month with a Day of Caring, distributing more than 150 dolls to five local agencies servicing children in Herkimer Family Fun Day and Oneida Counties. The dolls and stuffed animals August 19, 2012 were made available for distribution through a gift made Herkimer HealthNet hosts Family Fun Day each year to by the late Eleanor Roscup from Remsen facilitated by promote health with low-cost activities for families. United Way Board of Directors member Gregory Morra. United Way volunteers assisted with games, booths and general setup/breakdown needs. Despite a rainy after- Mid-Campaign Report noon, nearly 500 people attended the event in Myers Park November 15, 2012 in Herkimer. United Way held its Mid-Campaign Report at Francesca’s Banquet Hall in Ilion. Board members, staff, Campaign Choo-Choo for Charity Cabinet volunteers and the 2012 Campaign Co-chairs reported on the current progress of the 2012-2013 Annual GOLF TOURNAMENT Campaign and recognized one local organization’s efforts August 24, 2012 with the Outstanding Pacesetter Award. Campaign Co-Chairs United Way was the recipient partner with the Mohawk Jim and Alicia Brockway, both from M&T Bank, gave a Valley Chamber of Commerce for the Choo-Choo for campaign overview highlighting key events throughout the Charity Golf Tournament. The day’s event raised $5,000 first half of the 2012 Campaign, recognized in-kind gifts and was donated to United Way’s Mohawk Valley Crisis from local media outlets and recognized the three main Response Fund for community emergencies. sponsors of this year’s Great Community Challenge. 9/11 Day of Service Day of Caring: Coat and Boot Distribution December 12, 2012 United Way distributed 100 brand new coats and pairs of boots to 10 local schools throughout its service area in Herkimer and Oneida Counties. This annual donation is September 11, 2012 made possible through a community partnership with the United Way volunteers partner with Mohawk Valley Re- regional retail store “Herb” Philipson’s. Representatives gional Volunteer Center to collect, sort and disseminate from recipient schools accepted the donation at United food to local veterans and food pantries. Way’s office in downtown Utica. United Way staff and volunteers were on hand to help pack and load donations. Campaign Kick Off September 18, 2012 Days of Caring United Way kicked off its 91st Annual Fundraising Cam- Several Days of Caring took place throughout the year. paign welcoming donors, volunteers and guests at M&T Three of these days were tied to the distribution of supplies Bank in downtown Utica. Campaign Cabinet volunteers, collected from the three previously mentioned drives. local dignitaries and donors were recognized for their Volunteers donated their time to help sort, pack and deliver continued efforts in implementing the bi-county fund- supplies to area programs servicing local populations in raising campaign. Pacesetter Campaign companies need. Days of Caring can also be setup for local companies were also recognized for their role in “jump starting” and/or organizations to do volunteer work throughout the fundraising season through workplace campaigns the community. If a group would like to volunteer but run August 1st to September 15th. The 2012 Campaign does not know what to do or where to go, United Way can help! We will work with you and our community part- ners to create or match you with a volunteer activity.

COMMUNITY INVESTMENT REPORT 2012 10 SUCCESS STORIES

“(The Program) showed me that I’m Without interventions, Linda would Since United Way medical interpreta- more than just a person; I’m a person probably need to lean on public assis- tion program through MAMI has been with pride, integrity, and substance. tance her whole life. However, now she implemented, several doctors have I really thank them because if not has a great ambition to gain employ- begun using interpreters. Doctors say for them, I would have committed able skills and overcome her social that it has made a real difference in suicide or something worse or did anxiety. With her enhanced enthusiasm being able to provide assistance to something I could never take back. for working with animals, she will go to the patient. Patients are now more So I feel it made me grow up and college and pursue a career. likely to comply with doctor’s orders, think about things in a better way. allowing for future cost savings. One You saved my life and pride.” RCIL Student Transition Services Somali woman, an example represent- Education ing many others, now receives the Seamus, Participant treatment that she needs. She is more in the Utica LGBTQ Group satisfied and feels that the doctor is Education really listening to her.

Medical Interpretation Services HEALTH

The Earned Income Tax Credit program “My son would still be in pain today if it Since the age of 6, Steven lived in various assisted a taxpayer whose refund was wasn’t for Dr. M.”, says Pamela Woods. foster care locations. At one placement, being denied by the IRS due to a military Pamela is the mother of 8 year old, Johnny he was physically abused. He still has a combat issue. The preparer went back Woods. Johnny had never seen a dentist large scar on his head from this abuse. and amended 5 years of returns, advo- before because of a lack of dental insur- Steven struggles with depression, anxiety, cated with the IRS to help this individual ance. Johnny had multiple dental concerns. and ADHD. With instruction and 24/7 and was able to get him and his wife over He would grind his teeth, his teeth would supervision, he learned basic life skills $50,000 in refund money, which in turn chip easily, and he had decay. As time went such as how to make his bed, fix simple enabled the couple to realize a dream of on his teeth became abscessed and his meals, do his own laundry, communicate purchasing a home. face swelled causing him tremendous pain and get along with both staff and other which caused him to lose concentration in residents. Steven recently completed his EITC Program school. Pamela now has dental insurance to first semester of college where he earned INCOME continue care for Johnny. a 3.4 GPA.

Give Kids a Smile Dental John Bosco House Program through Faxton SAFETY NET St. Luke’s Healthcare HEALTH

11 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED™ SNEAK PEEK AT 2013

In 2013, we continue our work bringing together people, resources, and ideas to create a thriving community. Our focused efforts in the areas of Health, Education, Income and Community Safety Net continue. Meanwhile, United Way of the Valley and Greater Utica Area has ‘stepped up’ for our community in 2013. Here are some highlights:

flood-effected people through American Red Cross and VALLEY UNMET NEEDS FUND Salvation Army. The remaining half of the funds raised In response to tragic community shootings in Mohawk and Her- is reserved to meet longer-term needs. kimer on March 13-14, 2013, United Way created a “Valley Unmet Needs Fund”* to allow community members to give monetary donations to address unmet needs beyond immediate victim MOBILIZATION OF HOOAD: assistance. In collaboration with the assigned victims’ advocate, a panel of local community members allocated nearly $8,000 HERKIMER ONEIDA ORGANIZATIONS that was collected, to address unmet needs following this event. ACTIVE IN DISASTER HOOAD is an association of independent organizations who may be active in any or all phases of disaster including pre- paredness, response, recovery, and mitigation. The HOOAD is a regional counterpart to the New York State Voluntary Organizations Active in Disaster (NYSVOAD) and a partner with the National VOAD. Through cooperative efforts, the group seeks to foster efficient, streamlined service delivery to people affected by disaster, eliminating duplication of effort throughout the process.

THE VALLEY HEALS EVENT HOOAD was mobilized during the Flood of 2013, and lead by On June 4th, The Valley Heals: Helping United Way’s Director of Community Investment. This group Each Other event was held at Herkimer continues to plan for and implement long term recovery effort, County Community College in partner- including oversight of our Flood Recovery Fund, as well as ship with HCCC, Hospice & Palliative accessing new funding for our community’s needs. Care, HARC, Herkimer County, Pioneer Spray Foam and Pioneer Property Restoration. The event featured key- TRANSITION OF WORKPLACE note speakers Raini Baudendistel and Meghan Walen and breakout sessions CAMPAIGN TO COMMUNITY CAMPAIGN relating to grief and healing. WITH “YOU’RE THE CHAIR”! The success of our community does not depend on one person, A follow up training on community mental health during times it depends on all of us. When we Live United we bring about of natural and man-made disaster is planned for the fall 2013. change that is needed to make our community great. That’s why this year’s campaign is all about the community... and FLOOD RECOVERY FUND YOU are the chair! Your challenge is to give, advocate and volunteer and to tell at least one person why you Live United. In June 2013, our region was hit by devastating floods. United Tell us about your experience on our Facebook page: Way immediately stepped forward and created the “Flood www.facebook.com/UnitedWayoftheValleyandGreaterUticaArea Recovery Fund”* to give community members a safe, trusted way to donate money to support flood recovery efforts. Nearly * United Way retained no administrative fee for either of these special funds. Because of the $188,000 was raised during a telethon with WKTV and Roser generous support of our community during our annual campaign, United Way was able to provide Communications. Half of the funds raised went to immediate the critical services of these special funds without reserving an administrative fee to cover the relief, providing food, shelter and mental health screening to costs of doing so. This is just another way that your gift continues to give all year long.

COMMUNITY INVESTMENT REPORT 2012 12 VOLUNTEERISMEVENTS

GIVE. ADVOCATE. VOLUNTEER. Engagement in your community through United Way is much more than the dollars you give. Your voice on public policy issues concerning educa- tion, income and health make a big impact. The time that you give through MORE THAN volunteering helps make our community a better place to live.

In 2011 and early into 2012, United Way leaders, agency officials and com- munity members spoke to elected officials about the importance of day care subsidies and quality child care services for working poor families. Numerous meetings and town halls were attended by United Way on these 1,600 topics. In addition, the need for centralized information and referral resources spawned a committee to pull together local leaders, coalitions VOLUNTEERS and agency staff to work on a united effort. United Way was there through it all. GAVE THEIR TIME

More than 1,600 volunteers gave of their time, in addition to financial support through a number of ways in 2012: TO SUPPORT • Saranac Thursdays and Concert Series support • Day of Action THE COMMON GOOD • Day of Caring- coat, boot and school supply distribution • Campaign Cabinet • Campaign Presentations • Serving on our Board of Directors • Serving on committees: Marketing, Resource Development, Finance, Audit, Governance, Community Investment • Allocations panels to award funding under health, income, education, safety net and community empowerment grants

13 ALLOCATIONS

Community Investment is the crucial method by which dollars raised by United Way are invested in community Here’s how it works programs. This process is carried out by volunteers. They are community Volunteers are selected, screened Program applications are reviewed 1 and undergo training to understand by the allocations panel of volunteers members, just like you, who are in 4 tune with the needs of our community. the process for reviewing grant assigned to the identified funding Volunteers make the critical decision requests in the context of an un- priority area. of funding investment in the following derstanding of community needs. priority areas: Volunteers receive orientation to Allocations panelists review written understanding program outcomes 5 materials, conduct site visits to many Health, Education and Income and an assessment rubric for agencies, and participate in panel two-year funding investment scoring requests. presentations made by agency and program leaders. Information is gath- Community Safety Net Agencies apply for funding in response ered, which the panelists use to make one-year funding investment 2 to a United Way - issued Request For funding decisions. Proposals (RFP) by submitting a finance Community Empowerment Grants packet and program application. one-time awards, up to $5,000. Once the panel for each funding prior- 6 ity area completes its process, fund- A financial review team, made up of ing award levels are recommended to 3 volunteer finance experts, reviews the the Board of Directors for approval. financial materials. All organizations that meet financial guidelines con- tinue through the application process. Volunteers who serve on allocations 7 panels provide feedback to the Community Investment Committee and Board of Directors for process improvement.

COMMUNITY INVESTMENT REPORT 2011 14 UNITEDEVENTS WAY AND LABOR

Since 1946, the American Federation of Labor and the Congress of Industrial Organizations (AFL-CIO) and United Way World- wide (formerly United Way of America) have enjoyed a cooperative relationship through which the State and local United Ways provide services to members of organized labor, their families and their communities. This relationship is replicated locally with a long-standing relationship between United Way of the Valley and Greater Utica Area and the local AFL-CIO through a liaison contracted through the Central New York Labor Agency.

United Way and organized labor work together to:

Train union members to assist co-workers and their families with information about available local services and to refer them to the appropriate organizations.

Solicit contributions from workers for local community programs. Through the Labor Letters of Endorsement Program of the Department of Labor Participation, the AFL-CIO president asks presidents of AFL-CIO-affiliated unions, state federations and central labor councils to send letters endorsing United Way campaigns to their memberships. The Labor Letters of Endorse- ment Program encourages individual union members to volunteer their time and contribute their resources to United Way campaigns.

Support the National Association of Letter Carriers (NALC) National Food Drive held annually on the second Saturday in May. The drive stocks local community food banks, pantries and shelters with non-perishables that Letter Carriers collect from customers along their mail routes. The drive, which has become the world’s largest one-day food drive, was started by NALC in 1991 in cooperation with the U.S. Postal Service and the AFL-CIO. United Way is a full partner in this drive.

We would like to recognize the following individuals this year for support of the United Way/AFL-CIO partnership: AFL-CIO Central New York Labor Council; Myron Kuchera, President Central New York Labor Agency, Enesa Sabanagic, AFL-CIO Community Services Labor Leader; United Way Board of Trustees – AFL-CIO Labor Representatives - Fred Monaco, NYSUT - Patrick Costello, IBEW Local 43 - Samantha DeRiso, UFCW Local One

2012 United Way Labor Award – UFCW Local One, Frank DeRiso, President and Samantha DeRiso

15 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED™ AWARDS

EMPLOYEE AWARDS Gold 80% + partIcipation | Silver 65% partIcipation | Bronze 50% partIcipation GOLD National Grid SILVER Don’s Ford-BMW-Subaru Adirondack Financial Services Neighborhood Center, Inc. Adjusters International F.E. Hale Manufacturing Co. Bank of Utica Parkway Senior Center Catholic Charities of Oneida/ First Source FCU Bull Brothers, Inc. Rockford Auto Service Co. Madison Counties F.X. Matt Brewing Company Calogero & Associates Scalzo, Zogby & Wittig Clifford Fuel Company Hospice & Palliative Care Catholic Charities of Herkimer County Strategic Financial Services, LLC McQuade & Bannigan, Inc. M. Griffith Investment Services H Center for Family Life & Recovery Teamsters Local Union #182 Morgan White Group Macy s Sangertown The Fountainhead Group, Inc. Thea Bowman House, Inc. (Agape) Senior Network Health Mele Companies Gilroy, Kernan & Gilroy United Parcel Service Sturges Manufacturing Company NBT Bank, N.A. Hanger Clinic United Way of the Valley & Newport Telephone Company Herkimer County HealthNet Greater Utica Area BRONZE The Peacemaker Program, Inc. Legal Aid Society of Mid-New York, Inc. Utica District Telephone Employees FCU Carbone Select of Rome Vicks Lithograph & Printing Corp. Matt Law Firm, PLLC Utica First Insurance Company Chevrolet Buick Cadillac GMC McCraith Beverages, Inc. Utica Gas & Electric Employee FCU Commercial Travelers Merrill Lynch Utica National Insurance Group Dodge Chrysler Jeep Mohawk Valley Perinatal Network

Community Challenge CORPORATE GIVING AWARDS

Small Business Achievement The Fountainhead Group, Inc. First Niagara Bank Bank of America McCraith Beverages, Inc. First Source FCU (Under 50 employees) Bank of Utica Mele Companies, Inc. G.P.O. Federal Credit Union Strategic Financial Services, LLC Cathedral Corporation NBT Bank, N.A. H. J. Brandeles Corp. CONMED Corporation Observer-Dispatch Hummel’s Office Plus Medium Business FX Matt Brewing Company Special Metals JETNET LLC (50-99 employees) IBEW Local Union 43 Sturges Manufacturing Company JPJ Electronic Communications Utica First Insurance Company Indium Corporation of America Vicks Lithograph & Printing Corp. Key Bank of New York H M&T Bank Macy s Sangertown Large Business McDonald’s Mac Clark Rest. Inc. Engagement McQuade & Bannigan, Inc. MetLife Group Claims Office BAE Systems Mohawk LTD (100+ employees) National Grid Bull Brothers, Inc. Mohawk Hospital Equipment McCraith Beverages Northland Communications Celia Construction Northern Safety Company, Inc. PAR Technology Corporation Charles A. Gaetano Construction Co. Pfizer, Inc. Most Improved Campaign Utica First Insurance Company Clifford Fuel Co. Inc. Remington Arms Co. (20% increase in overall dollars) Utica National Insurance Group Dominion Transmission Corp. Saunders Kahler, LLP Adirondack Bank Dryden Mutual Insurance Co. Stewart’s Shops Commitment ECR International Target Labor Union Award Adirondack Bank Empire Recycling Corporation United Parcel Service Commercial Travelers Encompass—Allstate Utica District Telephone Employees UFCW Local One Excellus BC/BS Utica Region Fermer Precision Federal Credit Union WalMart LIVE UNITED Campaign Coordinator of the Year * We have made every attempt to provide the most Leigh D’Agostino, F.X. Matt Brewing Company complete listings. We apologize for any omissions.

COMMUNITY INVESTMENT REPORT 2012 16 CAMPAIGN WORKPLACES Adirondack Bank Cathedral Corporation Donovan Middle School F G.P.O. Federal Credit Union Iion Central School District F Gary W. Kavney* Marianne W. Gaige* Ann Marie Palladino* John A. Prumo* Cosimo Tangorra, Jr.* Jacqueline Paladino George T. Mierek, Jr. Kimberly VanDuren Jodi Blydenburgh Geoffrey M. Stegner Kimberly J. Stevener Robert J. Bradley Adirondack Financial Services Don’s Ford-BMW-Subaru-Suzuki Indium Corporation of America William F. Locke* Catholic Charities Jack Capponi* H.J. Brandeles Corporation F William N. Macartney III* Patricia Rugari of Herkimer County Celesta A. Centro Richard M. Falvo* Anne M. Hauf Terry A. Leonard* Marylouise Russo Adjusters International Cynthia Cardarelli ECR International F Insight House Ronald Cuccaro* Ron Possafero* Hamilton College Donna M. Vitagliano* Carole M. LeFebvre Catholic Charities David N. Campola Joan H. Stewart* Stephen E. Smith of Oneida/Madison Johnita DeMatteo AIDS Community Resources Denise Cavanaugh* Hanger Clinic Jay-K Independent Lumber Corp. Michael Crinnin* Jan A. Stasaitis Empire Recycling Corp. David M. Jones* Dean K. Kelly* Wil Murtaugh Steven R. Kowalsky* Norma J. Montagnino-Gemza Center for Family Lynette A. Galle Hannaford Supermarkets J.C. Penney Life & Recovery Cheryl Rondenelli* Albany Elementary School F Excellus BC/BS Utica Region Ronald K. Chapuis* Cassandra C. Sheets* Michael K. Rondenelli* Arthur Perry* Eve M. Van de Wal* Jeremy J. Callahan Gail Scalise* Barbara P. Foppes Lisa M. Sexton Jefferson School F Diane L. Jacobs Miranda L. Nieto Richard W. Thomas Jr.* Margaret E. Beck* Faxton-St. Luke’s Healthcare F Rachael Rivera American Red Cross Central NY Labor Agency F Scott H. Perra Harley Davidson of Utica Stephen G. Coupe* of the Mohawk Valley Enesa Sabanagic Kelley Klockowski JFK Middle School F Jennifer Balog* Jerry L. Plows The Hartford Joshua Gifford* Centro of Oneida, Inc. F Rebecca Grabski Bank of America Ronald S. Bucciero* F.E. Hale Manufacturing Co. Sandra A. Millen* Mark Cuppernull* Leslie Leone James D. Benson* Kelly A. Seminaro John Bosco House Teresa M. Mathews Lee Maley Gilbert Nadeau* Herkimer County Chapter, Charles T. Sitrin Health NYSARC Bank of New York Mellon Care Center Fiber Instrument Sales John F. Hughes School F Kevin R. Crosley* Francis J. Behlmer* Richard A. Wilson* Frank Giotto* JoAnn M. Russo* Francis G. Reid Richard Diodati Susan Grabinski Cheri Bateman Bank of Utica Cheryl Potasiewicz First Niagara Bank Herkimer County Community Tom E. Sinnott* Chevrolet Buick Cadillac GMC Deborah L. Cotton* F Deborah A. Jennings Nicholas Velardi* College Johnson Park Center JCTOD Dr. Ann Marie Murray* Rev. Maria Scates* Michele R. Koons First Source FCU BOCES Oneida- Alan B. Cronauer Michael J. Parsons* JPJ Electronic Communications Herkimer-Madison F City of Utica F Pamela L. Way Herkimer County Employees F Joseph F. Rositano* Howard D. Mettelman* Mayor Robert M. Palmieri* Gale M. Hatch Donna A. Rava Ashley Bizzari James W. Wallace, Jr.* Fitzgerald, DePietro & Wojnas Pamela Walters L. Michael Fitzgerald* Kernan Elementary School F BOCES Herkimer F Clifford Fuel Company Andrew Rudd* Herkimer County HealthNet Mark Vivacqua* James G. Clifford* The Fountainhead Group, Inc. Kathleen A. Levy Kathy Maline Adam H. Hutchinson* Jill McCarthy John F. Romano* Suzanne Church Boy Scouts of America Theresa E. Wilson Maria Post Michael A. Donaghue* Clinton Central School District F Holland Patent Central School Matthew Reilly* Frankfort-Schuyler Legal Aid Society of District F Mid-New York, Inc. Boys & Girls Club of Julia Scranton Central School F Mohawk Valley Kathleen M. Davis* Paul J. Lupia* Robert F. Reina* Marie Perry Mary Beth Newlands Wayne Baran* Columbus Elementary School F Jennifer Juliano Karen E. Kunkel-Moldt* Home Care Services of Faxton Lockheed Martin Brodock Press, Inc. Pearl Bowker F.X. Matt Brewing Company F Kay Sinclair* Craig S. Brodock* St. Luke’s Healthcare F Nicholas O. Matt* Mary Kate Rolf* Laurie N. Flanagan Commercial Travelers Leigh W. D’Agostino Kelly M. Zinicola Liberty Mutual Insurance Alan Shulman* Company Bull Brothers Cynthia Woody General Herkimer Elementary Hospice & Palliative Care, Inc. Selma A. Krol Lauren E. Bull* School F F Ann Tonzi* Conkling School John Conventino* Laurie A. Barr M. Griffith Investment Calogero & Associates Mary Belden Correne M. Holmes Serivices John C. Calogero* The House of the Good Shepherd David T. Griffith* CONMED Corporation Getnick, Livingston, Atkinson William F. Holicky, Jr.* Catherine A. Cucharale Carbone Honda Eugene R. Corasanti* & Priore LLP Jamielee M. Nicholas Alexander E. Carbone* Clementa Hayes Helen Reese Suzie M. Phillips M&T Bank Nicole D. Peters Vinicia DeFazio Allen J. Naples* Cornell Cooperative Extension Hugh R. Jones School Alyssa Viti Carbone Hyundai, LLC Ronald Bunce* Gilroy, Kernan & Gilroy Dominick J. Rasi* Jerry Suydam* H Bonnie S. Collins Lawrence T. Gilroy III* Kathryne Boltz Macy s Sangertown Cheryl S. Kaelin Craig Deon Linda L. Flynn* Carbone Nissan Dodge Chrysler Jeep Sarah Westfall Eva Liberatore Jerry Suydam* Alen Mukic* Hummel’s Office Plus Girl Scouts NY Penn Justin Hummel* Martin Luther King Carbone Select of Rome Pathways, Inc. Don-Al Management Melissa A. Pine Elementary School F Matthew A. Crever* Alexander A. Carbone* Pamela Hyland* Mark A. DeSalvo* Crystal L. Graves Carol A. Nabors Amy Conte

17 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED™ Masonic Care Community of Mohawk Valley EDGE Parkway Senior Center St. Joseph Nursing Home Utica Gas & Electric New York F Steve DiMeo* Kelly M. Walters* Frederick P. Deck* Employee FCU Robert J. Raffle* Shawna Papale Katherine M. Poupart John J. Deecher* Carol E. Bartosiewicz The Peacemaker Program, Inc. J.P. Kidwell National Grid F Steven C. Robinson* St. Luke’s Home F Utica National Insurance Group Linda Clark Wendy R. Goetz* J. Douglas Robinson* Masonic Medical Research Labs Hickman Lynne The Pines at Utica Sherri R. Julian Jennifer A. Logue Charles Antzelevitch* David S. Armstrong, Jr.* Ryan P. Putrello Kathleen A. DuPont NBT Bank, N.A. Nancy Mahay Strategic Financial Jonathan J. Zabek Dennis P. Surace* Services, LLC The Matt Law Firm, PLLC Ellen T. Kolek Pratt & Whitney HMI Metal Alan R. Leist, Jr.* Utica Safe Schools Powders Anne Lansing* Francis X. Matt III* The Neighborhood Center Laura E. Powers Nancy A. Rudnitski* Cindy L. Cowles Sandra L. Soroka* McCraith Beverages, Inc. Sturges Manufacturing Frank A. Tocco Presbyterian Home for Thomas O. McCraith* Company Vicks Lithograph & Central NY Susan McCraith Szuba Richard R. Griffith* Printing Corp. F New Hartford Central Raymond L. Garrett* Pauline Lachut Dwight E. Vicks III* School District F Mary A. Pratt McQuade & Bannigan, Inc. Olive Trask Robert J. Nole* Corina Stevener Thomas F. Sebastian* Elizabeth A. Heil Target Colleen D’Accurzio Neil Ford* Price Chopper Village of Herkimer F Joelle Bixby New York Mills Union Free Nancy Huggins* Mayor Mark Ainsworth* Mele Companies, Inc. School District F Janet M. Jacquays Raymond R. Mele* Kathy S. Houghton* Remet Corporation Teamsters Local Union #182 F Thomas J. Kinney Paula Ann May John Paraszczak* Timothy Hogan* WalMart— Herkimer Lori E. Curtin Albert VanHoven John Emery* Merrill Lynch New York State United David S. Sherline* Teachers F Remington Arms Co. F Thea Bowman House WalMart—New Hartford Fred C. Monaco II* Igor Popov* Jane S. Domingue* Paul Pleuritis MetLife Group Claims Office Sheila A. Claus Maria T. LaPaglia Paul M. Oddy* Newport Telephone WalMart—North Utica Pete Dobbins Company, Inc. Resource Center for Thomas Proctor Senior Mark Sarsone* Harley M. Ruppert* Independent Living High School F Meyda Lighting Leslie S. Irwin Burt Danovitz* Ronald Mancuso* WalMart Distribution Center Robert E. Cohen* Margaret C. Gallaway Angela Evans Jason Nicholson* W. Maxwell Cohen Nexstar Broadcasting, Inc. Michelle S. Murphy Al Shaw Shawn Gilleece Stephen P. Merren* Samuel D. Scalise Mid-York Library System Diane L. Siembab Rockford Auto Service Co., Inc. Trenton Technology, Inc. Darlene Ford* Randy Rockford* Albert S. Mazloom* Waterville Central Schools F Sandy Lopata Northern Safety Company, Inc. Jacalyn A. Gazzilli Gary J. Lonczak* RPCN at Utica Community Salvatore Longo* Linda A. Hughes Mohawk Hospital Equipment, Inc. Julie Fatata Health Center Tri-Valley Beverage Dianne H. Di Meo Thomas J. Spellman* William Ruzanski* Watson Williams Elementary Holly Spellman Northland Communications Cathy A. Castor Samaritan Counseling Center School F James P. McCarthy* Henry Frasca* Mohawk LTD, Mary Ann M. Moshier UFCW Local One F Saunders Kahler, LLP Cheryl B. Minor Cathy Newell Frank C. DeRiso* Rosemary A. Wagner Joseph E. Saunders* Christine Celia Gregory P. Gorea Westmoreland Central Dana Mosca Observer-Dispatch Sauquoit Valley Central School F Mohawk Valley Community Donna M. Donovan* School F F Rocco Migliori* College F Michele M. Howgate United Parcel Service Lisa Benesch Randall J. VanWagoner* Ronald J. Wheelock* Lawrence MacArthur* Oneida County Employees F Wendy S. Stillman Deanna L. Ferro Scott Miller Whitesboro Central School Anthony J. Picente, Jr.* District F Mohawk Valley Perinatal Sherri LaSalle Scalzo, Zogby & Wittig United Way of the Valley & Gary D. Scalzo* Greater Utica Area David Langone* Network Elsa Davis Diana Haldenwang Oneida-Herkimer Solid Waste Brenda E. Episcopo* Lynn A. Dust Theresa M. Gorgas Management F Senior Network Health F Lori Calabrese William A. Rabbia* Robin Robinson Shumaker Consulting F Mohawk Valley Resource WKTV WB Engineering & Land Surveying Center for Refugees Oriskany Central School F Upstate Cerebral Palsy Steve Doerr* Paul D. Romano* Peter D. Vogelaar* Gregory Kelahan* Louis B. Tehan, Jr.* Jill P. Reale Debra Jefferies Jackie Watson Kathleen L. Hartnett Don Shipman Skinner & Damulis Kathryn Urtz Lamb Marie Guerra* Mohawk Valley Water Authority Pacemaker Steel & Piping YMCA of the Mohawk Valley Angella Lynch Patrick J. Becher* Co., Inc. Utica College F Anthony DeLuca* Karen Bertrand F. Eugene Romano* Todd S. Hutton* Joni E. Abbass Smith Packing Co., Inc. F Kathleen Warzala YWCA of the Mohawk Valley Wesley H. Smith* Morgan White Group Natalie L. Brown* The Paige Marketing Robert A. Piperata John B. Reese* Utica District Telephone Joanne Guieverra Communications Group Employees FCU #11157 Jodi Johnson Nancy M. Pattarini* Special Metals Munson-Williams-Proctor Patrick Gallagher* Barbara Majka Keith Dabbs* Arts Institute Karen Sellitti Daniel E. O’Leary* Utica First Insurance * CEO, President, Exec Director, etc. PAR Technology Corporation F Joseph G. Schmidt John W. Sammon, Jr.* St. Elizabeth Medical Center F Company Union Organization Lisa Dillon Richard H. Ketcham* Richard J. Zick* Jean O’Connor Patrick Buckley Anthony Graziano COMMUNITY INVESTMENT REPORT 2012 18 LEADERSHIP GIVING

Alexis de Tocqueville Society Steven & Beth Guzski Albert S. Mazloom Ross & Julie Berntson Betsy & Chip Hemmel Jim McCarthy Matt Bohn Andrew Carnegie ($30,000+) Kathy S. Houghton Dan & Pam Meehan Dr. & Mrs. Robert L. Bradley H. Thomas Clark, Jr. & Dr. Ron Kaye & Mrs. Mary Kaye John & Betty Meehan Craig S. Brodock Bernadette T. Clark Marcia & Patrick Knapp Denise C. Milde David & Valerie Brown Pinny & George Kuckel Correen Marie Palmisano Ronald S. Bucciero John D. Rockefeller ($20,000-$29,999) Fred & Carrie Matt Richard K. Pelerossi Dr. Francis E. Chabot Marianne & Peter Gaige Scott & Kathy Perra Brian D. Pratt Mr. & Mrs. Roger Chambers Gary & Lisa Philipson Earle C. Reed Paul & Andrea Cohen John Hopkins ($15,000-$19,999) David & Kelli Sherline Jacqueline Santoro Mary Ellen Corcoran Robert Morris Anthony L. Sychtysz Rob & Cheryl Shallish Patricia & Lewis Cotignola III John F. & Jackie Romano Symeon & Shelli Tsoupelis Tom E. Sinnott Stephen & Kendra Coupe Richard Ulinski Thomas & Jill Spellman Kate & Marc Courtney Jane Addams ($10,000-$14,999) Stephen R. Zogby & Noreen E. Sheridan Stephen & Gina Surace Rich & Lynn Creedon Al & Joan Carbone ANONYMOUS - 2 Bernie Turi Michael & Evy Damsky Don & Edie Carbone Dale & Eve M. Van de Wal Burt Danovitz & Mr. & Mrs. Eugene R. Corasanti Jack B. Riffle Associates - Silver Ernest & Mary Ellen Weeks Edie Weintraub-Danovitz Frank & Kristine Giotto ($2,000-$2,999) Harry & Ruth Wolfe Geno DeCondo David & Janet Griffith Bill & Lisa Boyce Zurschmit Family Elis & Anne DeLia Richard R. Griffith Drs. James Bramley & Patricia Lane ANONYMOUS - 2 Robert & Laraine A. Dell Connie & Alan Leist James & Alicia Brockway Gary P. Denault Dr. & Mrs. Theodore C. Max Bruce & Frances Bull Adirondack Club - Cherry Level Michael J. DePietro, CPA F. Eugene & Loretta Romano Martin* & Susan Bull ($1,500-$1,999) Ken & Nola Dickson Gary & Marcia Scalzo Richard F. & Susan S. Callahan Steve & Catherine Alessandrini Donna & Jerome Donovan Alex E. & Adrienne Carbone Dale & Susan Buell Mark & Kathy Donovan Jack B. Riffle Associates - Platinum Donald & Heather Carbone Timothy A. Butcher Richard & Grace Dunn ($7,500-$9,999) Enessa M. Carbone & Ron & Anna Casciano Matt & Melanie Durr Larry & Elizabeth Gilroy Salvatore Raspante Amber J. Clarke Francis & Denise Edic Joseph A. Carbone Denise K. Donnelly Joseph F. Edic Jack B. Riffle Associates Mr. & Mrs. Joseph J. Corasanti James C. Humphrey Brenda & Matthew Episcopo Diamond Dan & Mary Daly William & Cynthia Krause John T. Fero & Wendy Ellis ($5,000-$7,499) Michael & Helen Evans Marc Mailloux Robert & Theresa Fries Mr. & Mrs. Francis J. Behlmer Sandra Lee Fenske & Joe Silberlicht Tony & Shauna Malta Thomas R. & Ann M. Furner Ronald & Sheila Cuccaro Keith & Cara Fenstemacher Thomas O. McCraith John & Val Gardner, Jr. Denyse & Greg Evans Ralph & Jennifer Figueroa Susan McCraith Scott A. George Mr. & Mrs. Nicholas O. Matt Mr. & Mrs. Walter T. Foley Michael R. McKenna Michael & Martha Giacobbe Nancy Shaheen, M.D. & Kirk A. Evans Mr. & Mrs. Keith Folger Victor & Mary Melnikow Anthony Graziano Elizabeth Soggs Blake & Cathy Ford John R. Norine, Sr. Mr. & Mrs. Vincent M. Grove Steve & Judy Sweet John & Connie Griffin Anthony & Eleanor Picente Steve & Kathy Hartnett Mrs. Dwight E. Vicks, Jr. Richard & Kim Hanna Robert & Melissa Porten Paul B. Holehan ANONYMOUS - 1 Terry & Diane Hausserman Timothy & Cynthia Reed Van & Cynthia Hubbard Todd & Jen Hutton Anthony Tomaselli Cathy & Dana Jerrard Jack B. Riffle Associates - Gold Gary & Judy Kavney Mr. & Mrs. Paul A. Totaro Andrea G. Johnston ($3,000-$4,999) Jonas Kelly & Heidi Jones Mark & Nancy Wilkins Shawn & Diane Kain William & Rita Abraham Kevin & Nancy Kelly ANONYMOUS - 3 Dean Kelly Cris & Ann Brodock Dr. Daniel L. Kopp Richard H. Ketcham Larry & Corky Bull Jim & Pam Kuhr Adirondack Club - Oak Level Steven & Monica Kowalsky Jim & Mary Carhart William F. Locke ($1,000-$1,499) Catherine Lambert Mr. & Mrs. James G. Clifford Harry H. & Martha S. Love Frederick B. Amy Debra & Keith Landman Drs. Marybeth K. McCall & Steve & Amanda Mandia Mark & Kathleen Angelucci Dr. & Mrs. Gilbert Lawrence Frank Dubeck Robert & Donna Manfredo Tracy Bach Alan R. Leist III L. Michael & Paula J. Fitzgerald Lillian D. Matt Steve & Kris Bellona Scott A. Leskovar

19 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED™ Richard & Julie Lipczynski Darlene A. Haman Jay & Meredith Bonham Edward A. Faatz, Jr. John & Janice Livingston John H. Hobika, Jr. Kenneth & Marie Bord Amy Falvo Matthew J. Lupino John A. Humphreys Roger M. Boris Lou & Kristen Falvo David & Judy Manzelmann Lucille F. Humphreys Catherine E. Bowne John J. Farling Samuel J. Marchil Debbie Johncox Michael T. & Lynn L. Brady John H. Ferris Kevin & Mary Mathews Mr. & Mrs. James S. Kernan, Jr. Cristine Broccoli Ofelia Y. Findley David Mathis Mr. & Mrs. Thomas J. Krol Barbara Brodock Theresa M. Flemma F. X. & Pam Matt Gerald Lampman Bobbi Jean Brown John W. Foppes Mr. & Mrs. Michael J. McCabe Justin & Josie Latus Natalie & Warren Brown John & Kristen Friedel Eleanor A. Miller Susan B. Lewczyk Steven E. Bruce Wendy L. Gagliardo Fred C. Monaco II David Lofgren Jack W. & Marcia Brunner Patrick Gallagher John & Ann Marie Murray Mr. & Mrs. Kenneth McCabe Patrick Buckley Glen Gardeski Cathy Newell & Richard J. Walters Andrew E. Meehan Iris Buczkowski Kevin G. Gates David A. Palladino Stephen P. Merren Robert D. Bullwinkle George H. Getman Barb & Ed Paparella Christine J. Milewski Ralph & Heather Burgdoff Gale C. B. Gilbert John & Margaret Reilly Richard & Barbara Morey Mr. & Mrs. Robert J. Burroughs, Jr. David B. Gilmet Christine Robinson Denise J. Morgan Michael & Monica Buttimer David & Sharon Goldenson Nancy A. Rockhill Noelle M. Murphy Mary Rose Cahalan Renee M. Gordon Vincent & Elizabeth Rossi Thomas R. Olin Barbara W. Cain Jeffrey W. Gornick Anthony & Mariann Spiridigloizzi Patricia A. Patla Lori A. Calabrese Crystal L. Graves Jeffrey Stein, DDS Cheryl & Kenneth Perry John C. & Elizabeth A. Calogero George A. Graziadei Mr. & Mrs. John B. Stetson Benjamin Powers Alfred J. Candido, Jr. Marian Greiner Robert Tan Richard & Karen Procida Jack & Veronica Capponi Mr. & Mrs. Tyler Griffith Kenneth M. & Debra B. Tompkins Keith & Patricia Roach Margaret C. Cardamone JoAnn & Bruce Hall Mr. & Mrs. Dwight E. Vicks III Dr. William & Marjorie P. Ryan Cynthia C. Cardarelli Jerry B. Hall Tony & Karyn Vitagliano Anthony Scibelli Jolene M. Casatelli Mr. & Mrs. James Hamer James Wallace Scott & Martha Shatraw David Cavitt, Jr. Robert T. Hanley Frank R. Williams Jeffrey T. Shaw Mr. & Mrs. William Chanatry Danese M. Hanna Bill and Cindy Wirene Jack & Eileen Shepherd S. Richard Chazin, M.D. Thomas Harding Michael S. Wolfe Richard & Ann Shlotzhauer Mary Clair Elizabeth & Gordon Hayes Bonnie & Darren Woods Audrey A. Snow Linda Clark Patricia S. Healey Nancy & Richard Zdyb Ronald Snow Gerry A. Clinch Robert & Joan Herrmann Richard & Nikki Zick Patricia A. Sullivan Lawrence J. Combs Richard S. Hill Richard L. Zuccaro Lisa M. Urich Joseph D. Conigliaro, OD Robert H. & Mary F. Hillick ANONYMOUS - 11 Patrice Van Nortwick Michael A. Cookson Dr. & Mrs. Peter Hotvedt Laura J. Walker Robert M. Cooper Sandra Hoyland Adirondack Club - Maple Level Bill & Sandy Walker Patrick J. Costello Roger D. Hudson ($750-$999) Bill Wheatley & Kim Lambert M. Patricia A. Cotter Allen Hutchings David & Maria Abdou Susan & Dan Wheaton Rory James Cotto Joanne L. Iman Ray & Donna Adams Mr. & Mrs. William J. Williams Debbie Cotton Brian Johnson Peter J. Barresi ANONYMOUS - 3 Richard S. Crandall Mr. & Mrs. Grant E. Johnson Robert A. Berger Matthew A. & Julie Crever Jacqueline A. Johnson Walt Blackshear Adirondack Club - Pine Level Kevin R. Crosley David & Ingrid Jones Bruce & Shannon Brach ($500-$749) David & Cheryl Cummings Peter & Teresa Jones Kenneth O. Browne Thomas C. Abbatecola Dan A. D’Angelo John W. Kaelin Steven T. Bryant Angelo & Valerie Aiello Don & Mary Darling V. Jill Kane Thomas S. Caiola Louis Aiello James Day Jayme Kennerknecht Kevin M. Chrobak James J. Almy William H. Dayton Thomas J. Kevlin Robert B. Clark Debbie & Jack Altdoerffer John & Corazon Deecher Wanda Y. Kierson Michael A. Coluzza Carol A. Altimonte Mark & Francesca Deierlein Dr. & Mrs. Kenneth K. Kim Frank J. Corradino Gregory J. Amoroso Steve DiMeo Heather M. Kirkland Christopher & Debra Crane Rocco & Victoria Arcuri Marsha A. Dionne Murray J.S. Kirshtein Albert D’Accurzio, M.D. David S. Armstrong, Jr. Lester R. Doolen Edward Kobos Allison A. Damiano-DeTraglia Anthony A. Aument Wink Doolittle & Linda O’Connor Dr. & Mrs. Raouf Kodsy & Gustave J. DeTraglia III Jennifer A. Balog Thomas J. Dorr Mr. & Mrs. Christopher J. Kulawy David M. Dellecese, Jr. Robert M. Barlow, Jr. Scott Dousharm Jerome V. LaLonde Reverend Paul J. Drobin Stephen W. Barth David & Jan Dudajek Joseph W. Langlois Robert Esposito Greg & Mary Beckman Frank & Liz DuRoss John R. Lanz Joan M. Farmer Dominick J. Bellino Howard J. Edel Carolyn J. Laramie Richard A. Frye Cecilia K. Berean Chris A. Eells Adam & Don Shipman-Lawless Mrs. Lawrence T. Gilroy, Jr. David & Karen Bishop Christopher & Carrie Evans James Lelio Christopher & Julie Godfrey Mark & Nancy Blaker Mary Carol Evans Cathleen LeTray Dawn M. Gubbins David Blom Michael & Melissa Evolo The Leuthauser Family

COMMUNITY INVESTMENT REPORT 2012 20 Sue & Joe Lindberg Stephanie R. Nesbitt Paul D. Romano Walter & Patricia Tyson Lori Losardo Tom Neumann Stephen M. Romanow Thomas L. Urtz Brian Loughlin James A. O’Connor Cheryl L. Rondenelli Jetta L. Utesch Peggy T. Ludwig Mark V. Orsino Jamie Sapienza Donna M. Vitagliano Charles Lupica Dr. Kenneth D. Ortega Brian D. Saville Lucy Viti Dave & Cynthia Lyman Daniel O’Toole Robert Scholefield Michael W. Wade & Karen & Tim Madden Scott Outwater David J. Semit Mary Malone McCarthy Laurie & Ben Madonia Janice J. Owens Lara Sepanski Pimentel Benjamin Walker Michael P. Maiellano Adam & Linda Partyka RoseMarie J. Seron Paul E. Walters Paul & Anna Malara Ron Possafero Jennie M. Shearin Thomas Warren Steven Malone Morris Pearson Robert N. Sheldon Richard R. Welchons Gail T. Manfredo Ed & Pat Peterson Tricia L. Shue Rev. Msgr. Francis J. Willenburg Michael R. Marley Joseph G. Petronella Alan L. Shulman Daniel R. Willett Kristen Martin Mrs. Kathleen M. Pezzulo Dr. Robert S. & Sheila Smith Lynne M. Williams Lauren & Dominick Mattia, Sr. Joshua C. Phillips Sandra L. Soroka Walter W. Williams Janet M. McLaughlin Mr. & Mrs. Donald Polczynski, Jr. Carmella T. Speciale David J. Wojnas Michael F. McNamara Laura Powers Holly Spellman Steven J. Wood Greg & Barbara McShea Mary A. Pratt Susan Spina Cynthia Woody Kristi A Meeks John A. Prumo Robert A. Springer III Jill D. Wynne Billy Melendez Richard & Patricia Quest Allen R. Stalker Albin Zaleski Paul V. Merz Greg Raab Paul M. Steciow Angela Zalocha James G. Millar James Rabbia Kathy W. Stewart Tom Zmudosky Anita A. Moller William A. Rabbia Tricia L. Sticca Anonymous - 19 Marianne Monahan Dr. Louis D. Rabice William & Rebecca Stuhlinger Richard E. Moquin Rob & Amy Raffle John P. Sullivan A special thanks to those who made a bequest Gary W. Moran Frederick Rahrig Michael K. Sweeney to their community through United Way. Elizabeth A. Moreland Toni Raymonda Theresa & Dan Swider These generous donors will not be forgotten. Donna & David Moulton Dr. & Mrs. Glenn A. Reaves Domenic G. Tarnelli Denis Mukic Dr. & Mrs. Philip L. Reitz Terry & Patty Terenzetti Daniel M. Hubbell Cherie Mullen Kevin W. Revere Bette J. Thomas Edwin A. Soloday Gary & Viola Murdock Edward L. Reynolds Dr. & Mrs. Theodore F. Thomas Anne M. Wright Thomas J. Nagle Michael A. Risucci Robert D. & Beth A. Treen William N. Kaskela Rita & Ramzi Nassif Robin M. Robinson Paul A. Trnchik, Jr. Suzanne G. Riffle Robert D. Neary Sandra L. Robinson Laurie B. Turner

Mission: The Literacy Coalition connects organizations in our region to the funding, advocacy, professional development and service support they need to increase the availability of high quality literacy programs. Through collaboration, the Coalition will raise awareness of low The Literacy Coalition, United Way literacy, provide links to services and encourage the residents of Herkimer and Oneida counties and the Resource Center for Inde- to become lifelong learners. The goal is that through these commitments, all residents will have pendent Living partnered to facilitate the opportunity to fully participate in society and support their community as active citizens. the donation of books and get them into the homes of children. 2012 accomplishments:

• The first ever Plan for Increasing Community Foundation of Herkimer & Oneida Counties, and Literacy was created by more than 75 organizations M & T Bank Donor Advised Fund as the funders. in Herkimer and Oneida Counties. • A donation from Duffy Books in Homes USA brought • From Planning, eight different Action Teams over 35,000 books to Rome, western Oneida County 15,000 were formed and continue to work toward their and Utica so kids could have reading materials in objectives. Teams are: School Readiness, Family their homes. This donation reached over 24,000 Literacy, Youth, Adult Literacy, Health Literacy, students in 8 school districts and brought together free books Performance Measurement, Resource Develop- 70 volunteers. ment and Communications. COMMUNITY • Literacy Coalition worked with a team to bring • The first executive director was hired, made On Point for College to Utica. This Syracuse 10 BOOKSHELVES possible by a partnership of United Way of the based program works to get first generation Valley and Greater Utica Area as the fiscal college-goers into and through college by sponsor and housing agent, and The Community offering non-traditional support.

21 GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED™ FINANCIAL INFORMATION

Statement of Financial Position, Year Ended December 31, 2012

ASSETS Cash & Cash Equivalents $ 1,548,442 Receivables $ 1,143,197 Prepaid Expenses & other assets $ 12,220 Investments $ 735,412 Property and Equipment Less $ 20,637 Accumulated Depreciation Total Assets $ 3,459,908

LIABILITIES AND NET ASSETS Accounts Payable and Accrued Expenses $ 48,192 Donor Designations Payable $ 612,456 Total Liabilities $ 660,648

NET ASSETS Unrestricted Net Assets $ 1,359,482 Temporarily Restricted Net Assets $ 1,164,805 Permanently Restricted Net Assets $ 274,973 Total Net Assets $ 2,799,260

TOTAL LIABILITIES AND NET ASSETS $ 3,459,908

STAFF $0.18

$0.82

Sandy L. Allbright Campaign Coordinator Kristyn Bucciero Director of Resource Development Lori Calabrese Grant Writer Kate Courtney Finance Manager Brenda Episcopo CEO, Executive Director Sandra Hoyland Director of Finance and Administration Lucille F. Humphreys Executive Assistant/Office Manager Sophie J. Jouben Operations Specialist In 2012, 82 cents of every dollar Adam J. Lawless Community Engagement & Marketing Manager donated was invested directly in Robin R. Robinson Director of Community Investment community programs. The remain- Lara Sepanski Pimentel Executive Director, Literacy Coalition ing 18 cents was invested in United of Herkimer and Oneida Counties Way’s professional efforts to raise funds and impact our community.

COMMUNITY INVESTMENT REPORT 2012 22 201 Lafayette Street, Suite 201 Utica, NY 13502

EVENTS TOP 20 2012-2013 Campaign

Top 20 Workplace Campaigns Top 20 by Employee Per CapITA

1 Utica National Insurance Group 1 Scalzo, Zogby & Wittig

2 MetLife Group Claims Office 2 Strategic Financial Services

3 Faxton-St. Luke’s Healthcare 3 UW of the Valley & Greater Utica Area

4 F.X. Matt Brewing Company 4 Merrill Lynch

5 Carbone Auto Group 5 Gilroy, Kernan & Gilroy

6 CONMED Corporation 6 M. Griffith, Inc.

7 The Bank of NY Mellon 7 Don-Al Management

8 PAR Technology Corporation 8 Pacemaker Steel & Piping

9 Cathedral Corporation 9 Adjusters International

10 The Fountainhead Group, Inc. 10 The Matt Law Firm, PLLC

11 Special Metals 11 Adirondack Financial Services

12 Indium Corporation of America 12 F.X. Matt Brewing Company

13 Bank of America 13 Fitzgerald, DePietro & Wojnas

14 M&T Bank 14 Utica Gas & Electric Employee FCU

15 St. Elizabeth Medical Center 15 Utica First Insurance Company

16 Utica First Insurance Company 16 Utica National Insurance Group

17 Excellus BC/BS Utica Region 17 The Fountainhead Group

18 Bank of Utica 18 Vicks Lithograph & Printing

19 The Hartford 19 United Parcel Service

20 Gilroy, Kernan & Gilroy 20 Utica District Telephone Emp. FCU 11157