United Way Burlington & Greater Hamilton

3425 Harvester Road, Unit 107
Burlington, ON L7N 3N1
CEO: Jeff Vallentin
Board Chair: Anne Bermingham

Website: www.uwaybh.ca
Charitable Reg. #: 10746 2988 RR0001

Sector: Fundraising Organization

Public Foundation

Charity Rating

[Charity Rating: 4/4]

Results Reporting

Grade: B+

The grade is based on the charity's public reporting of the work it does and the results it achieves.

Financial Transparency

Audited financial statements for current and previous years available on the charity's website [Audited financial statement for most recent year]

Need for Funding

donor
endowed

Funding Reserves Program Costs

Spending Breakdown

Cents to the Cause

♦	♦	♦
			95¢



			75¢
			avg
			65¢


			50¢

2013	2014	2015

For a dollar donated, cents funding the cause after fundraising and admin costs, excluding surplus.

Full-time staff #21

Avg. Compensation $69,448

Top 10 Staff Salary Range

$350k +	0
$300k - $350k	0
$250k - $300k	0
$200k - $250k	0
$160k - $200k	0
$120k - $160k	1
$80k - $120k	4
$40k - $80k	5
< $40k	0

Information from most recent CRA Charities Directorate filings for F2014

About United Way Burlington & Greater Hamilton:

Founded in 1927, the United Way of Burlington & Greater Hamilton (UWBH) aims to improve lives and build community by engaging individuals and mobilizing collective action. The organization funds a number of agencies, specifically focusing on poverty, health and community, and children. It raises funds primarily through the annual Community Campaign, which includes donations from company payrolls, corporations and individuals.

In 2014 UWBH and its partners helped 683 seniors live safely in their homes, 604 children and adults receive crisis counselling, 393 women find refuge from violent abuse, and 1,245 children participate in early learning programs. With the support of UWBH and its partner agencies, 40,726 people connected to neighbourhood development programs, 53,686 people were involved in community mental health initiatives, 35,762 students participated in after-school programs, 14,904 individuals and families accessed food security services and 16,836 children took part in school readiness programs.

The top 5 grant recipients in F2015 were YWCA of Hamilton ($306k or 8% of grants), Big Brothers Big Sisters of Hamilton and Burlington ($273k or 8%), YMCA of Hamilton/Burlington/Brantford ($223k or 6%), Catholic Family Services of Hamilton ($210k or 6%) and Wesley Urban Ministries ($148k or 4%).

Donor Advisory: United Way Burlington & Greater Hamilton, United Way Halton Hills, United Way Oakville and United Way Milton have officially merged to form United Way Halton and Hamilton on April 1st, 2017.

Financial Review:

In F2015 administrative costs were 8% of revenues and fundraising costs were 15% of donations. Funding reserves of $2.5m include the tomorrow and forever endowment fund, $1.4m of which is donor-advised. UWBH's non-donor endowed funding reserves cover 28% of annual program costs.

This charity report is an update that has been sent to the charity for review. Changes and edits may be forthcoming.

Updated August 13, 2015 by Zoe Best.

Financial Ratios Fiscal year ending March	2015	2014	2013
Administrative costs as % of revenues	8.3%	7.7%	6.6%
Fundraising costs as % of donations	15.1%	15.2%	13.2%
Program cost coverage (%)	61.3%	60.6%	58.0%

Summary Financial Statements All figures in $000s	2015	2014	2013
Donations	6,668	6,341	6,554
Special events	25	30	42
Investment income	24	29	30
Other income	0	2	8
Total revenues	6,717	6,402	6,633
Program costs	490	419	427
Grants	3,631	3,919	4,409
Donor-designated donations	751	335	351
Administrative costs	554	491	437
Fundraising costs	1,098	1,049	826
Cash flow from operations	193	189	184
Funding reserves	2,526	2,628	2,803

Note: Ci included United Way of Canada dues in administrative costs. Ci included revenues from the kickoff and touchdown events in special event fundraising.Ci excluded transfers to/from other United Ways in revenues/expenseswhen calculating fundraising ratios.

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