Post on 18-Apr-2018
SARAH KEENAN President, Board of Directors United Way of Washington County East
JESSICA RYAN Executive Director United Way of Washington County East
U N I T E D W A Y O F W A S H I N G T O N C O U N T Y E A S T | 2 0 1 6 A N N U A L R E P O R T
B U I L D I N G S T R O N G E R C O M M U N I T I E S T O G E T H E R
2016 was a year of growth and change for United Way of Washington County East. As we moved through a sucessful tenure of Jeff Brown, our interim Executive Director and the hiring of Jessica Ryan, our permanent Executive Director, we have made substantial structural changes that position us for success in 2017. Througout this year, our community has once again united to support important causes that help all individuals and families Build Better Lives. This annual report provides highlights of what we’ve accomplished together.
Your generous support has helped us fund over 40 essential programs that provided important services including:
• Safe housing to homeless youth and families who have nowhere else to turn. • Healthy food for children to eat over the weekend, when they do not have access to the free or reduced lunch program.• Thousands of miles driven by volunteers so that our seniors and those disabled could get to medical appointments, grocery stores, pharmacies, banks and social activities.• Emergency financial assistance for families in a crisis situation.• Enough food to make 575,000 meals to feed the hungry.• Access to important healthcare services, especially for those who are elderly, have disabilities, or who struggle with mental and physical illness.
These are just a few concrete examples of how your donations help the United Way of Washington County East to support our community.
Our Board of Director’s include strong leaders from virtually every sector of our community - business, social service, education, and government – which gives us a unique and influential position in the community. Together we advocate for unmet needs in the community and look for ways to leverage existing programs to make a positive impact. In addition, our holistic approach to serving the priority needs ensures that individuals and families get all of the services they need when they need it.
As you read through this annual report, you will see many additional ways we are able to improve lives with your support. Thank you for your faithful support and for joining us to LIVE UNITED, right here in the Valley.
A LETTER FROM THE BOARD PRESIDENT & EXECUTIVE DIRECTOR
A caring, engaged and vibrant community, a place where each person has a stable
foundation for today, and a hopeful future.
YOUTHA chance to succeed, to be part of a team, development,
enrichment and skills for life.
HEALTHAccess to healthcare and medicine for those
that cannot afford it.
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B U I L D I N G S T R O N G E R C O M M U N I T I E S T O G E T H E R
BASIC NEEDSA place to sleep, food in the cupboard,
and emergency financial assistance.
For more than 60 years, United Way of Washington County East has worked to fulfill its mission to unite our community and local
resouces to give each person the opportunity to build a better life.
With your support, we’ve improved the lives of thousands of individuals and families.
Your donations help us fund programs to serve the priority needs in our community.
Together, we can produce big results.
SELF-SUFFICIENCYSupport for the elderly or those disabled with
transportation and connections to the community.
IMPACT AT A GLANCEUnited Way of Washington County East Impacts Over 20,000 Individuals
Youth
Basic Needs
1,050 GIRLS DEVELOPED SKILLS TO SUPPORT
ACADEMIC SUCCESS
3,204FAMILIES RECEIVED FOOD ASSISTANCE
677 FAMILIES RECEIVED EMERGENCY FINANCIAL ASSISTANCE119
INDIVIDUALS AND FAMILIES RECEIVED FINANCIAL EDUCATION AND COUNSELING
646YOUTH GAINED ACCESS TO QUALITY MENTAL
HEALTH SERVICES AND EDUCATIONAL PROGRAMS
7 FAMILIES EXPERIENCING HOMELESSNESS WERE PROVIDED ASSISTANCE WITH RENTAL ASSISTNACE, FOOD, CLOTHING, AND OTHER HOUSEHOLD NEEDS
21INDIVIDUALS GAINED ACCESS TO HEALTH CARE COVERAGE
227HOMELESS YOUTH CREATED HOUSING STABILITY PLANS WITH CASE MANAGEMENT SERVICES
596 SCHOLARSHIPS WERE AWARDED TO YOUTH
TO RECEIVE EQUIPMENT, INSTRUMENTS AND TOOLS TO PARTICIPATE IN EXTRACURRICULAR ACTIVITIES
249YOUTH RECEIVED HEALTHY FOOD FOR EACH WEEKEND WHEN THEY ARE NOT IN SCHOOL
Self-Sufficiency
Health$10 BILLION SAVED BY U.S. TAXPAYERS USING UNITED WAY’S FREE
TAX PREPARATION ASSISTANCE SINCE 2009
14 MILLION CALLS ANSWERED BY OUR 2-1-1 AGENTS IN 2015,
CONNECTING PEOPLE TO HOUSING, EMPLOYMENT, AND OTHER SERVICES
10,000 PEOPLE HAVE BEEN TRAINED
FOR IN-DEMAND JOBS IN CINCINNATI SINCE 2008
25,000HOMELESS PEOPLE HAVE BEEN PERMANENTLY HOUSED IN LOS ANGELES SINCE 2011
19,000 PEOPLE ENROLLED IN HEALTH PLANS IN
CHICAGO OVER THE LAST THREE YEARS
50,000STUDENTS HAVE LEARNED HOW TO BETTER MANAGE THEIR SAVINGS IN INDONESIA SINCE 2007
20,000PEOPLE HAVE BEEN TREATED FOR DRUG-RESISTANT TUBERCULOSIS IN CHINA, INDIA, SOUTH AFRICA, AND RUSSIA SINCE 2012
10,000 ELEMENTARY SCHOOL STUDENTS
HAVE EXERCISED AND EATEN BETTER IN WASHINGTON, DC SINCE 2009
350,000 CHILDREN REACHED BY CHILD OBESITY INITIATIVE THROUGH HEALTH CARE PRACTICES IN MAINE IN 2015
DECLINE IN THE NUMBER OF CHILDREN WITH LEVEL 3 MALNOURISHMENT IN BENGALURU, INDIA OVER LAST SIX YEARS1
1. The level of malnutrition is determined by analyzing the body weight, age and gender of the child. Level 3 malnutrition, or severe acute malnutrition, means the child’s overall development has been under 60 percent.
53%
Self-Sufficiency
Health 1,552 INDIVIDUALS WITH DISABILITIES RECEIVED
EXTENSIVE MEDIAL REHABILITATION SERVICES
1,090 CAREGIVERS RECEIVED IN-HOME
RESPITE CARE FOR LOVED ONES
70 FAMILIES OFFERED A SPECIALIZED
CARE SUITE FOR THOSE WHO ARE DYING OR SUFFERING FROM CHRONIC DISEASE
993INDIVIDUALS WITH MENTAL HEALTH ISSUES RECEIVED COUNSELING
1,285 VULNERABLE OLDER ADULTS RECEIVED
TRANSPORTATION TO MEDICAL SERVICES
AND DOCTOR APPOINTMENTS
21INDIVIDUALS WITH DISABILITES GAINED THE NECESSARY SKILLS TO SECURE AND KEEP A JOB
216SENIORS RECEIVED HELP COORDINATING SERVICES TO MAINTAIN THEIR INDEPENDANCE
1,366 ADULTS LIVING IN SENIOR LIVING
FACILITES RECEIVED TRANSPORTATION TO GROCERY STORES, PHARMACIES, DISCOUNT STORES, SOCIAL ACTIVITIES AND MORE
1,325 INDIVIDUALS CONNECTED TO VOLUNTEER RESOURCES SUPPORTING UNMET NEEDS
VICITMS OF VIOLENCE RECEIVED CRISIS SUPPORT AND COUNSELING
270
CAMPAIGN HIGHLIGHTS
$131,743 RAISED FROM ANDERSEN CORPORATION
$7,581RAISED BY DIASORIN 700
MORE THAN 700 VOLUNTEERS DONATED THEIR TIME AND TALENT TO OUR LOCAL UNITED WAY TO SUPPORT COMMUNITY PROJECTS$12,686
RAISED BY XCEL CLAY SHOOTING EVENT
115CAMPAIGN COORDINATORS
$5,625 RAISED BY THE ANNUAL STUFF THE BUS SCHOOL SUPPLY DRIVE
$851,972TOTAL COMMUNITY IMPACT
52COMPANIES PARTICIPATED IN WORKPLACE CAMPAIGNS
2,151TOTAL EMPLOYEE’S PARTICPATED
3MCOMPANY WITH THE MOST EMPLOYEE PARTICIPATION
HOME VISITS
United Way Brasil
In 2015, United Way Brasil trained more than 900 teachers,
improved learning conditions for more than 12,500 children,
and reached more than 3,600 young adults through mentoring and
STEM (Science, Technology, Engineering, and Math) initiatives.
More than 3,500 volunteers helped make this possible, by giving
more than 13,000 hours of their own time in service of communities.
United Way Brasil also joined with the Bernard van Leer Foundation,
the Ministry of Health, and other local organizations to expand an
existing home visiting program. As part of the expansion, health
agents in Acre and Amazonas, the two poorest states of Brazil,
will regularly visit families, provide immunizations, help schedule
pediatrician appointments, offer advice on how to improve children’s
social and emotional development, and give guidance on how to
access government services and welfare. The program, co-financed by
Eli Lilly and P&G, will directly impact 71,000 children by 2018.
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Youth United Way is a successful group of 8th-12th grade students who work together to raise funds for youth and hunger programs in our community. Each winter Youth United Way holds an annual fundraising event, “Empty Bowls,” a fundraising dinner planned and executed by the youth. In the spring, Youth United Way accepts applications from local youth and hunger organizations and allocates the money raised throughout the year to local Stillwater organizations.
Youth United Way has raised and allocated more than $20,000 to local youth and hunger programs in the Stillwater Area.
Local organizations who have received funding from Youth United Way:
WOMEN’S LEADERSHIP COUNCIL
The Women’s Leadership Council (WLC) of United Way of
Washington County East believes that when a network of caring,
powerful women get together to support the community and
drive positive change, anything is possible.
The Women’s Leadership Council’s mission is to work with local
agencies to help single mothers with job-enhancing programs
and workshops. A new program called Financial Independence
Together (FIT) that supports work-place readiness for working
single mothers was launched in 2016.
This group of dedicated women have worked to develop the
FIT program that promotes self-sufficiency in working, very
low-income single mothers by supporting career and wage
advancement. Many work either part- or full-time in low paying
jobs with little opportunity for promotions or pay raises.
YOUTH UNITED WAY
• Youth Advantage• FamilyMeans• Canvas Health
• Courage Center• Portico Health• Community Thread
• Valley Outreach • YoungLives• School District 834
COMMUNITY INVESTMENTAt the heart of United Way’s mission is a partnership with local volunteers.
For several years nearly 45 volunteers annually unite and participate on the
Community Investment panel. This is a panel of volunteers that are a part
of an important strategic business structure because they make funding
recommendations to support agencies in the area. In 2016 the United Way
of Washington County East granted $700,000 to 23 partnering agencies
that supported programs connected with their four important focus areas:
YOUTH: Promote Thriving Children and Youth
BASIC NEEDS: Provide Basic Needs and Financial Stability
HEALTH: Improve Health and Independence
SELF-SUFFICIENCY: Support Self-Sufficiency and Connection to Services
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In collaboration with the Community Investment committee, the United
Way of Washington County East has developed a Community Advancement
structure. This is the entity that helps United Way of Washington County
East deliver on its mission statement and value proposition in ways that
have a meaningful, measurable impact. As a result, this process also
helps support United Way of Washington County East’s fund development
success by enabling the organization to show constituents a compelling
social Return on Investment in Washington County East. This is a group
of highly skilled and respected individuals that are responsible for
delivering knowledge about and perspectives on:
- What the needs are in our community
- How those needs are being addressed
- Who is addressing them – which programs in which agencies
- How successful those means of addressing the needs are
- How the impact is, or could be, measured PARTNER AGENCIES
-Ascend-Cancer Legal Line
-Canvas Health-Community Thread
-Courage Kenny-ESR
-Evolve-FamilyMeans
-Girl Scouts-Hope House
-Lakeview-Lifetrack
-Northern Star Boy Scouts
-Portico-Southern Minnesota
Regional Legal Services
-Solid Ground-St. Andrews
Community Center-Tubman
-Valley Outreach-Vision Loss
-Youth Advantage-Youth Service Bureau
These committees’ are
led by Co-Chair Lowell
Johnson (Director,
Washington County
Public Health and
Environment) and Dan
Starry (Deputy Chief,
Washington County
Sheriff’s Office)
COMMUNITY ADVANCEMENT
Financial Highlights
In 2016, our total expenses were $1,064,781 . We invested 80.7% on programs services, 10.5% for Management and General Expenses
and 8.8% on Fundraising related expenses.
ASSETS
Current Assets Cash and Cash Equivalents Certificates of deposit (Note 5) Promises to give, less uncollectible allowances of $51,000 and $58,650 in 2015 and 2014, respectively Prepaid expenses and other current assets Total Current Assets Property and Equipment Equipment Less: Accumulated depreciation Total Property and Equipment, net Other Assets
Legacy Endowment Fund (Note 10)
TOTAL ASSETS
2016
423,03580,710
259,5127,089
771,346
78,32668,07410,252
19,567
801,165
2015
464,67780,490
273,9726,967
826,106
84,76967,37117,398
19,925
863,429
$
LIABILITIES AND NET ASSETS Current Liabilities Fund distribution payable Accounts payable and accrued expenses Total Current Liabilities Net Assets Unrestrcted Undesignated Designated reserve (Note 2) Total Unrestricted Temporarily restricted (Note 3) Kay Clint Women’s Leadership Council Youth United Way Total Temporarily Restricted Permanently restricted (Note 10) Legacy endowment fund
Total Net Assets
TOTAL LIABILITIES AND NET ASSETS
403,25117,696
420,947
142,326178,284320,610
24,05114,872
68539,608
20,000
380,218
801,165
464,85827,357
492,215
137,743178,284316,027
24,05110,700
51135,262
19,925
371,214
863,429
$
$ $
$ $
STATEMENT OF FINANCIAL POSITIONJune 30, 2016 and 2015
Public Support and Revenue Annual fall campaign Fundraisers and events, net (Note 9) Kay Clint Youth United Way Women’s Leadership Council Estimated uncollectible pledges Net Campaign Support
Specific Grants General Operating Grants Gifts in Kind Total Public Support and Revenue
Net Assets Released From Restrictions Total Support Revenues
2014
937,54911,64010,0002,5794,500
(61,901)904,367
3,121162,000
8,499
1,078,902
-
1,078,902
2015
1,017,73914,92210,0002,8201,367
(42,133)1,004,715
27,775147,000
3,789
1,183,279
-
1,183,279
PermanentlyRestrict
------
---
75
-
75
Temporarily
Restricted
--
10,0002,5794,500
-17,079
---
17,079
(12,733)
4,346
Unrestricted
937,54911,640
---
(61,901)887,288
3,121162,000
8,499
1,061,748
12,733
1,074,481
TemporarilyRestricted
PermanentlyRestrictedUnrestricted 2016 2015
Totals
________________________________________________________________________________
________________________________________________________________________________
Distributions and Expenses Fund distribution of campaign support Kay Clint, Youth United Way and Women’s Leadership Council allocations Functional expenses: Services to members Community education Community building Fund distribution Management and general Fundraising Total Distributions and Expenses
Other Income (Expense) Interest income Processing fees and other
Increase (Descrease) in Net Assets
Net Assets - Beginning of Year
Net Assets - End of Year
758,594
12,268
8,6792,912
67,19010,028
111,47793,633
1,064,781
840(5,117)
4,583
316,027
320,610
-
-------
--
4,346
35,262
39,608
-
-------
75-
75
19,925
20,000
758,594
12,268
8,6792,912
67,19010,028
111,47793,633
1,064,781
915
(5,117)
9,004
371,214
380,218
807,830
14,400
5,3306,970
82,23516,63575,866
122,6881,131,954
796
(5,026)
47,095
324,119
371,214$$$$$
$$$$$
$$$$$
STATEMENT OF ACTIVITIES & CHANGES IN NET ASSETSFor the year ended June 30, 2016. With comparative totals for year ended June 30, 2015.
Philanthropic LeadersUnited Way works with 52 corporate partners throughout IDS 834 including 30 Fortune 500 companies.
Together, we impact change on a larger scale than any single organization can accomplish alone.
A sincere thank you to the following corporate partners, family foundations and individuals contribute more than $1 million
and volunteer hundreds of hours in our community.
Membership in the Toquville and Pillars Club recognizes the generosity of community leaders making a substantial contribution to
the United Way of Washington County East. Thank you for your dedication and commitment to the United Way of Washington County East.
CORPORATE PARTNERS
Andersen Corporation3M
3M RetireesDiaSorin
G.R. Herberger’s Inc.HealthPartners
Lakeview Hospital (HealthPartners)Stillwater Medical (HealthPartners)
Xcel Energy Allen S. King PlantWashington County
Independent School District 834First State Bank and Trust
SRILake Elmo Bank
Central BankSt. Croix Orthopaedics, PA
Thrivent FInancialThe Sand Creek GroupMN State Employees
Blue Cross Blue ShieldBMO Harris Bank
CoBank NationalCummins Power
Deloitte & ToucheDeluxe Corp
EcolabEli Lilly
Ernst & YoungH.B. Fuller
Harland/ClarkHoneywell
IBMJohnson and Johnson
KPMGMacy & Co
Mairs and PowerMicrosoft
Northern Star Boy ScoutPriceWaterHouseCoopers
R&D SystemsRBC Wealth Management
Rock TennSecurian Financial Group
Smith SchaferState FarmThe Toro Co
Travelers Express GroupUnited Health GroupUS Bank Stillwater
US BancorpWells Fargo
United Parcel Group
FAMILY FOUNDATIONSFred C. and Katherine B. Andersen
FoundationHardenbergh Foundation
Hugh J. Andersen FoundationHubbard Foundation
Margaret H. James E. Kelley Foundation, Inc.
Margaret Rivers Fund
TOQUVILLE*Donations of $10,000 +
David and Catherine OstenCharles and Mary Kiester
Phil and Debbie FlodinDr. David H. and Sandy Brandt
Ann and Dave BrookmanDr. David and Marilyn Palmer
Tim and Kathy BallSusan Oberman Smith and
Douglas N. Smith
PILLAR*Donations of $1,000 +
Over 120 Pillar Members
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United Way of Washington County East Board of Directors
BOARD OFFICERS Sarah Keenan President Interim Co-Chair, Development Committee Bluestone Physicians Services (President)
Natalie FediePresident-ElectChair of Governance Committee Interim Co-Chair, Development Committee Granicus(Vice President of Customer Success)
Dave DziukTreasurer Chair of Finance Committee HealthPartners(Sr. Vice President and Chief Financial Officer)
Ramsey JamesSecretaryXcel Energy(Business Process Specialist)
BOARD MEMBERSTimothy BallErnst & Young LLP. (International Tax Partner)
Rommel CarlsonUPS (Human Resources Operations Manager)
Joseph CarpentierXcel Energy(Operations Foreman)
Angie Dillow(Community Volunteer)
Carrie HiggsCub (Director of Marketing) Christopher JohnsonOptum (Director)
Lowell Johnson Washington County Public Health and Environment (Director)
Mary Mathisen3M (Project Manager for Clinical Research)
Holly Minners(Community Volunteer)
David Osten3M (Supply Chain Manager)
Susan Paquette SZP Consulting LLC(President)
Jennifer Polzin Tubman (Chief Executive Officer)
Patty RadocCourage Kenny Rehabilitation Institute (Rehabilitation Manager)
Matt RichieStillwater Medical Group and Lakeview Hosptial(Administrator)
Jane RoehlBlue Cross Blue Shield(Manager, Business Support Services)
Annette SallmanStillwater Area Public Schools(Director of Community Education)
Dave SchmiechenAndersen Corporation(Vice President Business Managment)
Daniel StarryWashington County Sheriff’s Office(Chief Deputy)
Melanie (Mel) SullivanTwin Cities Orthopedics(Chief Executive Officer - East Metro)
Sharon TolvaAndersen Corporation(Corporate Controller)
HONORARY LIFETIME BOARD MEMBERS
John BairdRetired (Community Volunteer)
STAFF
Jessica RyanExecutive Director
Lauren SobolewskiDevelopment and Communications Manager
Lois RaboinOperations and Administration Manager
The United Way of Washington County East Board of Directors has fiduciary oversight of United Way of Washington County East and is responsible for overseeing the business affairs of the organization.
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