2010 Annual Report

Winter |Spring 2011A Publication of United Way of Central and Northeastern Connecticut

EMPOWERGROW

CHANGE2010 ANNUAL REPORT

United Way of Central and

Northeastern Connecticut

is proud to be part of the

Capitol Region Partnership

– working to strengthen our

region’s economy, facilitate

inter-town and inter-agency

cooperation, and create a

recognizable identity for the

greater Hartford region.

Inside the 2010 Annual Report 1 Letter from the Board Chair

2 Education: Diving In to a Successful Future

4 Income: A Win-Win for the Community

6 Health and Safety Net: Building a Caring Community for All of Us

8 2010 United Way Community Campaign, Leadership and Planned Giving News

10 Women’s Leadership Initiative: Focus on Financial Stability

11 2010 Community Service Award Recipient: Elsa Núñez, PhD

12 Walking the Red Carpet at the United Way Best Of Awards

14 2010 United Way Community Investment Results 16 Statement of Financial Position and Statement of Activities

19 United Way Volunteers and Staff

21 The Backstory: From Assembly Line to Supervisor, With Help from Workforce Development

To comment, please

call (860) 493-6800 or

visit our website at

unitedwayinc.org.

For volunteer

opportunities, please

visit our website and

click on “Volunteer.”

FOR MORE INFORMATION

Page 11 Page 12

Since 1924, United Way of Central and Northeastern Connecticut has advanced the common good by creating real, lasting change in 40 towns across our region. In 2009, we adopted the following five-year goals:

· Double the number of young children who meet key developmental milestones, from 950 to 1,900

· Double the number of youth who improve academically, from 2,300 to 4,600

· Help 1,500 additional families meet the state Self-Sufficiency Standard for income

· Provide a safety net of health and human services for everyone in need

Together, we can accomplish so much more than any one of us can alone. We invite you to LIVE UNITED by giving, advocating and volunteering.

Impact Winter|Spring 2011 1

Dear Friends:

First, I want to thank you all for saying “yes” – one small

word that makes all the difference in the world. 54,000 of

you said “yes” to helping others in need by contributing

more than $25 million through the 2010 United Way

Community Campaign. A special note of appreciation to

those of you who designated your contribution to United

Way Community Investment. These dollars support

United Way’s commitment to real, sustainable change by

focusing on education, income, and health, including a

safety net of services for those most in need.

Succeeding in today’s reality requires innovative thought

and collaborative action – which is why I am so proud of

the leadership role our United Way has taken in finding

more effective and innovative ways for public institutions,

human services agencies and volunteers to work together

to improve life in our communities. To note just a few

examples:

• InHartford,wehelpedfoundandwecontinueto

support a partnership that is developing the city’s

Community Schools. These schools offer an array of

educational, social, medical and recreational services

beyond the traditional school day and year to help

children reach their full potential. They are already

achieving positive results: they posted an average 5.6

point increase in the percentage of students scoring at

the Proficient level on the 2010 Connecticut Mastery

Test; that’s twice the school district average. United

Way’s new Women’s Leadership Initiative is participat-

ing in the Community Schools effort by spearheading

a financial education

program for families

at Alfred E. Burr

Elementary School.

(See page 10.)

•TheWorking Families Initiative, now entering its fifth

year, unites caring volunteers with nonprofit part-

ners and corporate supporters to help lower-income

working families make positive changes to make ends

meet. (See page 15.)

•WecontinuetoplayaleadingroleintheWorkforce

Solutions Collaborative of Metro Hartford, helping

businesses train and grow a competitive workforce.

(See page 21.)

•OurUnitedWaycontinuestosupportthesafetynet

that has helped so many of our neighbors during the

economic downturn.

We look forward to hearing from and working with you

to give, advocate and volunteer during 2011. We are

fortunate to live in such a special community of caring

people.

Letter from the Board Chair

DIVING IN TO A SUCCESSFUL FUTURE

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2 Impact Winter|Spring 2011

“ I decided I want to change the way people

think of [urban minority] men.”

“I was fishing with a friend and I fell in,” he recalls. “I

was scared of the water after that. So my parents and my

counselors at ConnectiKids decided I should learn how

to swim.”

With one new skill mastered, Taurean began to explore

other waters through the summer and after-school

programs at ConnectiKids, a United Way Community

Investment partner that serves elementary school students

in the Asylum Hill and Barry Square neighborhoods of

Hartford.

“One of our goals is to expose the kids to new things,

whether it’s fine and performing arts, swimming, martial

arts, or cooking. But academics comes first,” notes Ricardo

Herrera, ConnectiKids’ former executive director.

ConnectiKids’ tutoring and mentoring programs work

hand-in-hand with neighborhood schools to ensure that

out-of-school time is time well-spent. “When they don’t

have that push from home, we try to be that push,” says

Herrera.

Taurean is fortunate to have a close-knit family –

with four siblings who also attended ConnectiKids.

Still, he says, “I was at a turning point in my life, and

ConnectiKids gave me so many wonderful role models. I

decided I want to change the way people think of [urban

minority] men,” he says.

“I want to become the

best Taurean I can be.”

In his case, that meant a

commitment to art. “I’ve

always loved to draw, so

Ric [Herrera] and the

other staff helped me take

it to the next level. They

made me the editor of

the summer yearbook for

two years in a row. I got

to work with professional

artists,” he recalls.

Taurean has remained involved with the agency ever

since, participating in its alumni program for middle

and high school students and serving as a public speaker

and advocate. Meanwhile, his quest for excellence has

led him from Hartford Public High School to Capital

Community College, then to UConn’s West Hartford

campus and finally to UConn’s Storrs campus, where he

currently studies fine arts.

“I want to keep challenging myself,” he says. “Ric always

told me, ‘You can do it, you can do it.’ And I will.”

Your contributions to United Way Community Investment

support an interconnected web of education, income, health

and safety net services that help our neighbors build a better

life for themselves. That includes after-school and summer

programs that help children and youth develop the skills

for success in school and in life. To learn more, visit

unitedwayinc.org/education.


3,000 young people improved their academic

skills last year in after-school and summer programs

because you gave to United Way Community Investment.

Because of contributions like

yours to United Way Community

Investment, Taurean Stovall of

Hartford not only finished high

school – today he is a successful

art major at the University of

Connecticut.

TAUREAN STOVALL’S ART CAREER STARTED WITH AN UNPLANNED DIVE INTO THE CONNECTICUT RIVER.

A WIN-WIN FOR THE COMMUNITYI

NC

OM

E


“ I like seeing the smile on people’s faces when

they hear, ‘You’re getting back $6,000.’”

“I do taxes. What do you do?” asked 16-year-old Kayla

Daley.

A junior at E.C. Goodwin Technical High School, Daley

is one of 40 New Britain youth certified to prepare taxes

for lower-income working families. Daly was trained and

provides these free services through the Volunteer Income

Tax Assistance (VITA) program at Human Resources

Agency (HRA) of New Britain, supported by your

contributions to United Way Community Investment.

VITA sites like those managed by HRA of New Britain

ensure that hard-working families get the credits and

refunds they deserve. They also connect families with

services to help them maximize their refund to get

ahead financially.

The stories can be troubling; some working families are

taking care of a sick child. Others have hit rock bottom.

“Some of these families are working two or three jobs,

and they’re still struggling to put food on the table,”

Daley remarked.

“I like seeing the smile on people’s faces when they hear,

‘You’re getting back $6,000,’” said E.C. Goodwin junior

Kevin Nazario.

In addition to providing

a valuable service to the

community, the program

opens up doors for the

young tax preparers.

“The youth component

of the VITA program is

rich in benefits not just

to the customer but also

to the youth,” said Marlo

Greponne, director of

planning and programs

for HRA of New Britain.

“It’s about the opportunity for them to grow and learn

about a field that is not ordinarily offered to them,” she

continued. “The financial industry is not normally pushed

as an option for lower-income youth. To open up this

field to them, and to give them an opportunity to help

families — that’s a win-win.”

“I’m pretty sure I’m the only one of my friends that

knows how to do this stuff,” adds Rob Carrier, a junior at

New Britain High School. “It can help me out personally

and professionally.”


support a network of education, income, health and safety

net services that help our neighbors build a financially

stable future. That includes VITA programs in partnership

with HRA of New Britain and Co-opportunity. VITA sites

are also supported by the Bank of America Charitable

Foundation, the Walmart Foundation and Comcast. To

learn more, visit unitedwayinc.org/income.


$14.8 million came back to nearly 8,600 tax

filers last year through local VITA programs because

you gave to United Way Community Investment.

Rob Carrier, a 16-year-old New

Britain High School student,

said the Volunteer Income Tax

Assistance program enables

him to help families while gain-

ing professional experience.

OPENING DOORS, ONE TAX RETURN AT A TIME

BUILDING A CARING COMMUNITY FOR ALL OF US

HEAL

TH A

ND S

AFET

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“ I've been through a lot,

and I came a long way, and I did it.”

Jordan’s journey began when she was diagnosed with

Williams Syndrome at 14 months – and HARC, a United

Way Community Investment partner, has been there for

her and her family every step of the way.

“HARC has been my best friend for 26½ years,” says

Jordan’s mother, Pamela Sobering. The agency has provided

socialization for Jordan, support for her family, job

placement and coaching, and a group home setting that

has enabled Jordan to live semi-independently since age 19.

“HARC turns 60 this year, and United Way has played an

integral role helping us emancipate people with intellectual

disability from large, overly restrictive and often inhumane

institutions,” explains Dr. Stephen Becker, HARC’s

president and CEO. “Virtually all of HARC’s lifespan

services – including early intervention, family support,

advocacy, employment, recreation and residential living

– got their start with United Way support.”

Those services have made a world of difference for

Jordan and hundreds of other HARC clients.

“After high school, when her brother and her friends

were getting ready to go to college, Jordan looked at me

and said, ‘I want to go to the group home,’” says Pamela.

“She realized that it was

the right place for her.

She took that step into

adulthood and she’s never

looked back. Jordan has

worked so hard to get

where she is today.”

Today, Jordan works

three days a week in the

cafeteria at CIGNA in

Bloomfield and two days a

week in the HARC offices

in Hartford. In her free time, despite difficulties with

physical balance, she dances the cha-cha and the tango

and plays defense on a Special Olympics basketball team.

She’s a keen UConn women’s basketball fan and also

keeps up with world events on her computer.

And every morning, Jordan makes the rounds at HARC,

greeting staff and clients by name.

“Jordan is our touchstone,” says Sue Noonan, HARC’s

director of residential services. “She contributes so much

to our community.”

“I care about all these people,” Jordan replies with a

smile.


support a robust network of education, income, health

and safety net services – including programs that help our

intellectually disabled neighbors reach their full potential.

To learn more, visit unitedwayinc.org/health.


Hundreds of intellectually disabled individuals

in our region are able to live full and productive lives

because you give to United Way Community Investment.

Jordan assists her friend Tina

Gasper, HARC's coordinator of

vocational operations, in the

HARC mailroom.

JORDAN ANDREINI IS MATTER-OF-FACT ABOUT HER EXPERIENCES AS A YOUNG ADULT WITH AN INTELLECTUAL DISABILITY.

This year, the 2010 United Way Community Campaign

raised an outstanding $25,051,513 and was chaired by

Andy Bessette, executive vice president and chief

administrative officer of The Travelers Companies Inc.

The annual campaign raises the resources to provide the

building blocks of a good life for everyone: a quality

education that leads to a stable job, income that can support

a family, and good health, including a safety net of services

across the 40 towns of central and northeastern Connecticut.

The United Way Community Campaign is a joint effort of

United Way of Central and Northeastern Connecticut

and Community Health Charities of New England. The

campaign is the largest annual health and human service

fund-raising effort in Connecticut and the second largest

in New England. Contributions made through the United

Way Community Campaign to United Way Community

Investment are invested in health and human services

programs across a 40-town service area. (See page 14.)

A list of the 2010 Campaign Cabinet and Loaned Executives appears on page 18.

2010 UNITED WAY COMMUNITY CAMPAIGN

MORE THAN 54,000 INDIVIDUALS AND700 LOCAL WORKPLACES LIVED UNITED

At left: Andy Bessette (far left), campaign chair, revealed the

2010 campaign results to a crowd of nearly 600 volunteers

including union, corporate and community leaders at a celebra-

tion luncheon on November 30 at the Pratt & Whitney Hangar

in East Hartford.LIVE

UNI

TED.

GIV

E UN

ITED

.

Local businesses such

as OKAY Industries Inc.

went all out to raise

dollars with a variety of

creative special events.


annually give $10,000 or

more to United Way.

“I think anyone that’s

community minded ought

to give to United Way,”

said Zachs.

Commitment to community and philanthropy in the

Zachs family does not stop with him. Zachs teaches his

four grandchildren to be community minded and has

established a charitable fund in each of their names.

For a complete list of members of the 1924 Society, visit

unitedwayinc.org/1924.

Many ways to GIVE

What better way to recog-nize a birthday, holiday or life event than by making a contribution that helps provide the building blocks for a good life in our community? It’s quick, it’s online and the honoree will instantly be notified of your kind gesture with a beautiful LIVE UNITED e-card.

Visit unitedwayinc.org/give to learn more!

“You can’t take it with you,” said Henry Zachs. “Everyone

should leave a legacy.”

By naming United Way of Central and Northeastern

Connecticut in his will, Zachs became one of 20

members of the 1924 Society, which honors those

who have made a bequest or planned gift. Through a

legacy of giving, members of the 1924 Society create

extraordinary opportunities for future generations.

A generous philanthropist and business owner, Zachs

supports more than 100 nonprofit organizations. A

longtime supporter of United Way, he is also a member

of the prestigious Tocqueville Society, a national,

philanthropic group that honors individuals who

LEAVING A LEGACY FOR FUTURE GENERATIONS: Henry M. Zachs

Below: Andy Bessette, 2010 United Way Community

Campaign chair; Ray and Mary Necci, Tocqueville

Society chairs; Susan Dunn, United Way president

and CEO; Yamilia Garcia and Lisa Goepfert of The

Salvation Army; and Rhoda and Lou Obermeier,

Tocqueville Society chairs.


Below right: Gregory and Barbara Howey attend a reception at The Travelers Companies Inc.

TOCQUEVILLE SOCIETY HONORS INDIVIDUALS WHO ANNUALLY DONATE $10,000 OR MORE

Henry M. Zachs

A group of passionate, local women launched the United Way Women’s

Leadership Initiative (WLI) in October, joining more than 130 United Way

women’s efforts across the nation. The Women’s Leadership Initiative will

partner with Hartford Community Schools, The Village for Families and

Children and Co-opportunity to bring financial education programs to the

Alfred E. Burr School, one of Hartford’s Community Schools.

Karmela Malone, Founding Member, WLI

“Women contribute a great deal of time and resources, and when

you bring women to the table, they bring their friends. The Women’s

Leadership Initiative harnesses our individual and collective power

to make a measurable difference. We saw an opportunity to build an

initiative that pulls services together, so families can look at the issues

they face with a holistic approach.”

Sandra Ward, Director, Hartford Community Schools

“Kids exist in the context of families. If you don’t look at the whole family,

you can’t help kids succeed. It’s the mission of the Hartford Community

Schools to create community hubs and offer services and supports.

Families already make use of a wide variety of educational, cultural,

health and social services at Burr School. This initiative will add financial

education programs.”

Charlene Perez, Community School Director,

The Village at Alfred E. Burr School

"Our student population can be transitional, because there is very

little home ownership in the area where our school is located. Being

able to provide families with the resources they need to become more

financially stable will, in turn, help stabilize our student population."

Donna Taglianetti, Executive Director, Co-opportunity

“Financial education isn’t really taught in schools. So where do you

learn about money? Most people learn about money from their parents,

and if you grew up in household where money was an issue, you’re

starting off with a deficit. This program will bring an array of financial

education programs to Burr School: classes on money management,

one-on-one and group financial coaching, and privately funded

matched savings accounts. Our hope is to send families on the road to

more positive financial behaviors.”

WOMEN'SLEADERSHIP INITIATIVE

THE POWER OF WOMEN IS UNDENIABLE.A

DV

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How can I get involved?You can change your community for the better by working with women on projects you care about and by investing dollars into proven strategies.

You can GIVE, ADVOCATE or VOLUNTEER.

Call Melanie Cecarelli at (860) 493-6878 for more information.10 Impact Winter|Spring 2011


What factors influenced you to become so involved with

your community?

I have always been involved in the communities where I

live and work, and Willimantic has a special significance

for me. I was born in San Sebastian, Puerto Rico, and

during the ECSU search process, I discovered that a

number of local residents also come from my hometown!

This community has embraced me from the very begin-

ning and I want to reciprocate.

What led you to become involved with United Way?

United Way makes such a deep and substantive contri-

bution to the community. It does much more than fund

worthwhile projects: it supports and nurtures nonprofit

organizations and helps them evolve and innovate.

While at Lesley University, I served on the Board of

Directors of United Way of Massachusetts Bay and Mer-

rimack Valley and was involved with their after-school

programs. When I came to ECSU, this United Way invited

me to help shape multiyear targets, strategies and tactics

for the Community Investment process. I worked on the

subcommittee for children’s programs and initiatives.

Why the focus on children?

Children are our future and it’s up to us to prepare them.

Connecticut has the largest achievement gap in the nation

– and we will pay for it if we don’t educate people.

During your time at ECSU, the school has been nationally

recognized for a number of things – including academics,

community service and commitment to green practices.

How do you view the role of the university in society?

As a public university, ECSU belongs to everyone in our

state. When you visit our campus, you will see local resi-

dents jogging on the track, relaxing in our green spaces

and utilizing our library. That’s the way it should be.

I also believe we have a moral responsibility to our urban

centers. In 2009, I started The Hartford Program, which

identifies Hartford students with C or D averages who

have the capacity to do much better. We bring them to

Quinebaug Valley Community College and they live in

ECSU dorms while they do the background work they

need to succeed at ECSU. The program has enrolled 80

kids so far, and we have an 80% retention rate.

Our Center for Community Engagement is another proj-

ect I’m proud of. Through the Center, our students have

contributed more than $800,000 worth of volunteer time

to the local community since 2009. They tutor in the high

schools and middle schools, help with park and museum

maintenance, and more.

Any words of wisdom for other volunteers?

No one person can solve our problems, but collectively we

can make a big difference. That’s what Living United is all

about.

Elsa Núñez, PhD, president of Eastern Connecticut State University (ECSU), received the

2010 Community Service Award – the highest honor given to a United Way volunteer – at

United Way of Central and Northeastern Connecticut’s 86th Annual Meeting on March 31.

The award is now given in memory of Dr. Frederick G. Adams, a former United Way board

member and community leader who passed away in 1996 from Lou Gehrig’s disease.

Dr. Núñez was selected for her commitment to improving education for children, youth and

young adults. We recently spoke with her about her achievements and philosophy.

A MORAL RESPONSIBILITY TO HELP: Elsa Núñez, PhD, 2010 Community Service Award Recipient

WALKING THERED CARPETB

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The United Way Best Of Awards honored

the outstanding campaigns of 2010!

And radio and television host Jim Masters interviewed

campaign celebrities arriving at the first United Way Best

Of Awards.

“What are you hoping to win tonight?”

“Best Video!” “Best In Show!"

From the moment the nominees and guests arrived at the

Hartford Club for the Oscar-themed event, anticipation

was in the air.

After the cocktail glasses were emptied, the envelopes

were opened to reveal the winning campaigns of 2010.

All told, twenty gold statuettes went home with outstand-

ing organizations and individuals who contributed to the

success of the 2010 United Way Community Campaign.

Best Campaign Kickoff: The Village for Families & Children

Best Campaign Photo: YWCA Hartford Region and Pepperidge Farm

Best Fast and Furious Campaign: OKAY Industries Inc.

Best Use of Web and New Media: The Phoenix Companies

Best Rise to the Challenge: UTC Power

Best New Campaign: Timken Aerospace Transmissions LLC

Best Partner Agency Campaign: Our Piece of the Pie

Best Campaign Special Event – Small Company: Vantis Life

Insurance Company

Best Campaign Special Event – Large Company: ConnectiCare

Best Year-Round Partnership: United Technologies Research Center

Best Campaign Video: United Technologies Corporation

Campaign Coordinator of the Year: Kathy Hersey (employed by

Hartford Hospital)

Loyal Coordinator: Ethel Wright (employed by Metropolitan

District Commission)

Spirit of the Campaign: Hamilton Sundstrand

Best In Show – Small Companies: American Nuclear Insurers,

and C & S Wholesale Grocers, Suffield

Best In Show – Medium Companies: AAA Allied Group, West Hartford,

and United Technologies Research Center, East Hartford

Best In Show – Large Companies: The Phoenix Companies

The United Way Best Of Awards were generously sponsored

by All Waste Inc., OKAY Industries Inc., and UTC Power.


Cynthia Forbes, 2010 United

Way Community Campaign

Loaned Executive from

Hamilton Sundstrand,

presents an award at

the Best Of Awards on

February 17.

THE RED CARPET WAS BUSTLING WHILE THE CAMERAS FLASHED...

Don’t forget to enter the Best Of Awards next year!

Details will be available in June at Jumpstart campaign coordinator training and at unitedwayinc.org.

Hartford Hospital employees enjoy the United Way Best Of

Awards on February 17. Kathy Hersey, who received the

Campaign Coordinator of the Year award, proudly displays her

statuette.

YOU

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IFT

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33%Education

49%Health & Safety Net

18%Income

33%

10%UWCNCT Operational Funding

for �scal ’10

12%Community Health Charities

(includes donor designations)

7%Partner Agencies

4%Other United Ways

4%PhilanthrophyFund

6%Uncollectible

Pledges

24%Other 501(c)3s

2 0 1 0 U N I T E D W AY COMMUNITY INVESTMENT R E S U L T S

During 2010, your contributions to the United Way Community Campaign made real change possible. By Living United, our community raised $25.8 million through the 2009 United Way Community Campaign. Those dollars were disbursed during the fiscal year starting July 1, 2010. Special thanks to everyone who gave to United Way Community Investment: your contributions stayed right here in our region, providing the building blocks of a good life for everyone – education, income, health and a safety net of services.


For a full list of Community Investment partners by interest area and a map of our service area, visit unitedwayinc.org/Partners2010.

How Your Community Investment Gifts Were Distributed in 2010

Of all the dollars you contribute to the

United Way Community Campaign,

only United Way Community Investment

dollars are overseen by United Way

volunteers here in our 40 towns.

They make sure your gift supports education,

income, health and safety net strategies

that lead to real, lasting change.

How Your Gifts Were Directed in 2010


EDUCATION• Almost 1,000 children developed the skills to succeed in kindergarten, such as counting and recognizing the alphabet.• Nearly 2,000 young people improved their academic performance.• Over 1,000 adults improved their parenting skills.

INCOME• Nearly 1,880 people improved their career skills.• More than 1,400 adults learned to read and write.• More than 800 people learned budgeting, credit repair and other financial literacy skills.

HEALTH & SAFETY NET• Almost 25,000 of our neighbors received a warm meal or a bag of groceries.• More than 4,000 people received free mammograms. • More than 1,200 people got help during disasters such as fires or floods.

WORKING FAMILIES INITIATIVE UPDATEOur United Way launched the Working Families Initiative in 2007 to raise awareness of the issues facing lower-income work-

ing families, provide meaningful volunteer opportunities and help families become financially stable. We work with our

partners to meet people where they are, providing a range of coordinated services that help them budget wisely, repair and

build credit, train for better-paying jobs and save for long-term goals such as owning a home. Here are just a few ways that our

Working Families Initiative helped people make ends meet last year. You’ll find more under “Income,” above.

Free tax preparation: 300+ volunteers served almost 8,600 clients at Volunteer Income Tax Assistance sites, bringing $14.8 million in tax refunds back to our region – including $5.5 million in Earned Income Tax Credits for lower-income workers.

Improving budgeting skills: 105 volunteer Budget Coaches were trained and 73 clients were coached on topics like reducing debt and paying bills on time. 61% of clients graduated and 64 are following a spending plan.

Stretching food budgets: 21 volunteers helped screen 840 lower-income clients and submit 400 applications for the Supplemental Nutrition Assistance Program, so clients can use their limited income on other bills.

The United Way Community Investment network is at work 365 days a year, helping children, families and everyone in need in our 40 towns.

Because you gave to Community Investment, last year…

“I LIVE UNITED by coordinating rides to kidney dialysis centers for my neighbors. A strong safety net is something we can all count on, whenever we need it!”Pat Swan Avon-Canton United Way advisory board member


Assets

Cash and cash equivalents .............................................................................................................................................. $5,708,198

Money market funds ................................................................................................................................................................. 16,469

Pledges receivable, net of estimated uncollectibles ........................................................................................................ 8,480,601

Other receivables ..................................................................................................................................................................... 121,046

Investments ............................................................................................................................................................. 12,441,944

Investments held in trust by others .................................................................................................................................. 5,426,899

Prepaid expenses and other assets ........................................................................................................................................ 161,841

Plant and equipment, net ................................................................................................................................................... 1,994,544

Total assets ........................................................................................................................................ $34,351,542

Liabilities and Net Assets

Liabilities

Accounts payable and accrued expenses ...................................................................................................................... $1,688,305

Campaign support due to Community Health Charities ............................................................................................. 1,857,698

Agency program support payable ................................................................................................................................... 8,852,411

Donor designations payable .............................................................................................................................................. 3,867,931

Grants payable ...................................................................................................................................................................... 1,529,912

Total liabilities .................................................................................................................................... $17,796,257

Net assets

Unrestricted ............................................................................................................................................................... $9,370,011

Temporarily restricted..................................................................................................................................................... 516,555

Permanently restricted ................................................................................................................................................ 6,668,719

Total net assets .................................................................................................................................. $16,555,285

Total liabilities and net assets ............................................................................................................ $34,351,542

Statement of Financial Position – June 30, 2010

“I LIVE UNITED by giving one of the things most precious to me: my time. Seeing how communities benefit from the committed work of volunteers reaffirms my belief that this is time well spent.”

Debi Davis Assistant Program Officer, Local Initiatives Support Corporation,United Way Community Investment volunteer andUnited Way of North Central Connecticut advisory board member


Campaign amounts raised ............................................................................................................................................. $26,322,577 Add: Contributions from other United Way campaigns, net of donor designations ........................................ 409,439 Less: Uncollectible pledges ......................................................................................................................................... (989,734) Community Health Charities’ share of campaign proceeds .................................................................. (3,074,335) Amounts designated by donors ................................................................................................................. (10,690,718) Net campaign revenue .......................................................................................................................... 11,977,229Other revenue: Investment income, net of fees of $101,823 ........................................................................................................ 248,067 Income from trusts held by others ....................................................................................................................... 288,826 Community grants, initiatives and service income ........................................................................................... 360,338 Administrative fees on amounts raised on behalf of others ............................................................................ 338,594 Rental income ........................................................................................................................................................... 123,932 Miscellaneous revenues ........................................................................................................................................... 685,642 Total other revenue ..................................................................................................................................... 2,045,399Total public support and revenue ...................................................................................................... $14,022,628 Community Investment and program services:Community support and gross funds distributed ........................................................................................................... 22,415,053Less: Community Health Charities’ share of campaign proceeds ..................................................................... (3,074,335) Amounts designated by donors .................................................................................................................... (10,690,718) Community Investment (program support) ........................................................................................... 8,650,000 Grants and initiatives ................................................................................................................................................................. 133,630 Community Investment services .......................................................................................................................................... 1,568,096 Total Community Investment and program services ............................................................... 10,351,726

Support services: Resource development ......................................................................................................................................... 2,383,497 Management and general .................................................................................................................................... 1,354,613 Total support services ................................................................................................................................. 3,738,110

Total Community Investment, program and support services ........................................................... $14,089,836

Operating surplus/(deficit) ..................................................................................................................... ($67,208)

Non-operating revenues and expenses: Realized loss on sale of investments ................................................................................................................. (293,406) Loss on disposal of assets ...................................................................................................................................... (12,983) Changes in unrealized gain/(loss) on investments ......................................................................................... 1,864,936 Pension related changes other than net periodic pension cost ......................................................................... 94,705Change in net assets ............................................................................................................................ $1,586,044

Net assets, beginning of year................................................................................................................................................ 14,969,241Net assets, end of year ....................................................................................................................... $16,555,285

Statement of Activities – June 30, 2010

18 Impact Winter|Spring 2011 Impact Winter|Spring 2011

Board of DirectorsOFFICERS

James Sicilian,* Chair Day Pitney LLP

Denise Essenberg,* Vice Chair PricewaterhouseCoopers LLP

Lori M. Budnick,* Treasurer Blum Shapiro & Company PC

BOARD

Chester Paul Beach Jr.* United Technologies Corporation

Nancy Bernstein Women’s Health

Andy F. Bessette* Travelers

Jeffrey D. Butler Northeast Utilities Companies

Howard L. Carver Retired, Ernst & Young LLP

Otto Eichmann Pratt & Whitney

Beth D. Ferrari Avon Congregational Church

Kevin E. Flaherty* Webster Bank

Karen Jarmoc Enfield

Orlando C. Kirton, MD Hartford Hospital

Gary Kozak Community Health Charities of New England

Betty-Lou Kullas Aetna Inc.

Peter LaPlaca University of Hartford

Angela LaTour Liberty Bank

Laurie H. Londergan Deloitte LLP

Shawn J. Maynard* Windham Community Memorial Hospital

Natalie B. Morris* United Technologies Corporation

Raymond P. Necci* Glastonbury

Brian A. O’Connell* The Hartford Financial Services Group

Reginald R. Paige Sr. Pratt & Whitney

Paul Pita* Pita Group

Karen Prendergast Greater Hartford Central Labor Council

Wayne S. Rawlins, MD, MBA Aetna Inc.

Earl J. Schofield* District 26 IAMAW Pratt & Whitney

Chief Charles A. Teale* Retired, Hartford City Fire Department

Gregory C. Toczydlowski* Travelers

Lindsley Wellman Wellman Consulting Group

Christopher Wilkos, ex officioThe Phoenix Companies

* Executive Committee member

United Way Community Campaign CabinetAndy F. Bessette, Chair Travelers

Dean Andrews Bank of America

Michael Bartley Connecticut Department of Labor

John F. Byrnes R.C. Knox & Company

Bill Cholawa Merrill Lynch

Brad Drazen NBC Connecticut

CJ Hauss Literacy Volunteers of Greater Hartford

Edward Johnson, DDS Saint Francis Hospital & Medical Center

Enrique E. Juncadella Guilford

Joe Kidder JCPenney Catalog Warehouse

Orlando Kirton, MD Hartford Hospital

Angela LaTour Liberty Bank

A. Ron Lewis III Westinghouse Electric Company

Gene Lee Lunman MetLife

Ray and Mary Necci Glastonbury

Louis and Rhoda Obermeier Weatogue

David E. Parekh United Technologies Research Center

Paul Pita Pita Group


Earl J. Schofield District 26 IAMAW Pratt & Whitney

United Way Community Campaign Loaned ExecutivesAngela Ceasar Sponsored by Carrier Corporation

Melanie J. Cecarelli Sponsored by UTC Fire & Security and Hartford Hospital

Stephen Chmelowski Sponsored by Day Pitney LLC and United Technologies Research Center

Tom Fahey Pratt & Whitney Representing IAM Lodge 700

Shari Fiveash Sponsored by Pratt & Whitney

Cynthia Forbes Hamilton Sundstrand

Renee Giantonio Sponsored by Aetna

Michael Madsen Sponsored by United Technologies Corporation

John Phillips-Sandy Sponsored by ING Americas and Otis Elevator Company

Jack Rimetz Sponsored by Hartford Steam Boiler Inspection and Insurance Company

Barbara Steadman CIGNA Corporation

Muriel B. Towhill Sponsored by Webster Bank

Cristi C. Walker Northeast Utilities Companies

Audit CommitteeKevin E. Flaherty, Chair Webster Bank

Howard L. Carver Hartford

Denise Essenberg PricewaterhouseCoopers LLP

Betty-Lou Kullas Avon

Avon-Canton United Way Advisory BoardBeth D. Ferrari, Chair Avon Congregational Church

Liz Brisco Avon

Sharon Davies ETA Travel

Richard Farina Howard L. Page and Company LLC

Kathy Hooker Canton

Kay Kellogg Avon

Philip Kenyon Travelers

Vicki Kuziak The Phoenix Companies

Julie A. Mairano Canton

Peg Pinton Canton

Michele Ryan Avon

Susan Saidel Canton

Duane Starr Avon

Pat Swan Canton

Benefits and Compensation CommitteeNatalie B. Morris, Chair United Technologies Corporation

Alfred O. Enagbare, PhD Travelers

Erin Ridge The Hartford Financial Services Group

Roberto Rosario The Hartford Financial Services Group

Wayne S. Rawlins Aetna Inc.

Robert N. Andrews West Hartford

Changing Community Conditions CommitteeLaurie H. Londergan, Chair Deloitte LLP



Nelly Rojas St. Joseph’s College

Malia Sieve CT Department of Higher Education

Gerri Sullivan Hartford

Ann Thomas Independent Consultant

James F. Walsh The Hartford Financial Services Group

Joyce Willis Bloomfield

Ethel Wright Metropolitan District Commission

Community Investment Leadership CouncilChester Paul Beach Jr., Chair United Technologies Corporation

Laurie Londergan Deloitte LLP

Paul N. Kuehn Northeast Utilities Companies

Community Investment VolunteersAna G. Alfaro Northeast Utilities Companies

Lucinda A. Antonacci Farmington Bank

Lourdes Ardel Eastern Connecticut State University

† Lists include those who were serving actively as of December 31, 2010.

United Way of Central and Northeastern Connecticut 2010 Volunteers†



Laura A. Brubaker Comcast Corporation

Carla Burgess Hartford Hospital

Steven J. Casey Northeast Utilities Companies

Debi Davis Local Initiatives Support Corporation (L.I.S.C.)

Frank L. DeMaio Newington

James Devoe The Hartford Financial Services Group

Shayna Ellovich YMCA of Greater Hartford

Mary C. Falotico Manchester

James V. Gordon The Salvation Army

LaTasha Hunter Hartford Public Schools

Robert Jennette, MD Eastern Connecticut State University

Britta Johnson Hartford Hospital

Hans C. Jung Webster Bank

John P. Kidwell Glastonbury


Katherine Levesque Hartford Hospital

Srividya Madhusudhan Northeast Utilities Companies

Larry W. Michaud Jr. American Eagle Federal Credit Union

Harriet Moore West Hartford

Stephen Nightingale West Hartford

Mickey Orkin Center for Children’s Advocacy

Brian Osoba Central Connecticut State University

Martha C. Page Hartford Food System

Edward J. Palasek Community Solutions

Brad Palazzo Comcast Corporation

Susan Vandorn Pease Central Connecticut State University

Lakiesha Reed The Hartford Financial Services Group

Jason Rojas Trinity College

Stephanie Rubenzahl Literacy Volunteers of Greater Hartford

Sarah F. Russell Travelers

Kenneth B. Safft DST Output

Edward A. Santos West Hartford

Sally J. Sinden The Hartford Financial Services Group

Lloyd O. Smith Bloomfield

Terri A. Smolley Bank of America

Duane Starr Avon

Carolyn H. Stockman YMCA of New Britain-Berlin

Michael Stockman Northside Institutions Neighborhood Alliance

Anne Theriault University of Connecticut Foundation

Lauren Turpak Lockton Companies

Emmy Van Stolk West Hartford

Lynn S. Vasquez Northeast Utilities Companies

Joseph Vaverchak Consolidated School District of New Britain

James F. Walsh The Hartford Financial Services Group

Lindsley Wellman Wellman Consulting Group

Jennifer L. White The Hartford Financial Services Group

Marjorie Wilder Marjorie Wilder LLC

Michael S. Wilder West Hartford

Patricia E. Wilson West Hartford

Adam P. Zinkievich The Salvation Army

Community Service Award CommitteeGregory B. Howey, Chair OKAY Industries Inc.

Pamela Churchill Churchill and Associates

Barbara Fernandez State of Connecticut Department of Economic and Community Development

Wayne Rawlins, MD, MBA Aetna Inc.

Susan J. Sappington West Hartford


Courage Award JudgesCarla Burgess Hartford Hospital

Ginger S. Crawford Pratt & Whitney

William J. Derwin Otis Elevator Company

Tammy Doherty J.H. Cohn LLP

Peter LaPlaca University of Hartford


Esther Pryor West Hartford

Michele Sexton Robinson & Cole LLP

Dr. Frederick G. Adams Award CommitteeCarmen Britt Bank of America

Patricia C. Cobb Hartford

Mary Curran Sovereign Bank


Doe E. Hentschel Leadership Greater Hartford

Michael Rion Resources for Ethics and Management

Nancy Rion The Vance Foundation

E.J. Ososki Travelers

Emergency Food and Shelter Program – Local BoardJohn M. Antao The Conference of Churches

Chris Baker American Red Cross, Connecticut Chapter

Pamela J. Brown Enfield Town Departments

Anne M. Danaher Jewish Family Services of Greater Hartford

Judith Gough Catholic Charities, Inc., Archdiocese of Hartford

Gloria J. McAdam Foodshare

Deborah V. Rutledge Manchester Area Conference of Churches

Ellen Perkins Simpson Friendship Service Center of New Britain

Adam P. Zinkievich The Salvation Army

Finance CommitteeGregory C. Toczydlowski, Chair Travelers


Steve C. Erickson Whittlesey & Hadley

Lori M. Budnick Blum Shapiro & Company PC

IBM Technology Grant Selection CommitteeStacy Defaranos The Hartford Financial Services Group

Laurie Felice Verizon Business

Garry B. Guertin Pratt & Whitney

Michael Madsen Springfield, Massachusetts


Information Technology CommitteeBrian A. O’Connell, Chair The Hartford Financial Services Group

Steve DesRoches United Technologies Corporation

Jennifer Gerasimov Deloitte LLP

Frank Giguere The Hartford Financial Services Group

Ed Rodham Systems Integration Inc.

Maureen See Bank of America

Sue Smith United Technologies Corporation

Investment CommitteeChristopher Wilkos, Chair The Phoenix Companies

Lori M. Budnick Blum Shapiro & Company PC

Kevin E. Flaherty Webster Bank

Michael P. Hermsen Babson Capital

Alan S. Kosan Rogerscasey

Charles Olson Webster Bank

William R. Peelle Jr. Bradley, Foster & Sargent

Nominating and Governance CommitteeShawn J. Maynard, Chair Windham Community Memorial Hospital

Reginald Babcock Glastonbury

Continued »


Nominating and Governance Committee continuedNancy Bernstein Women’s Health

Reginald R. Paige Sr. Pratt & Whitney



Operations Committee


Carla Burgess Hartford Hospital

Shirle Moone Childs, PhD Windsor


Matt Ellis Ameriprise Financial

LaTasha Hunter Hartford Public Schools



Martha C. Page Hartford Food System


Jason Rojas Trinity College

Jennifer L. White The Hartford Financial Services Group

United Way Day of Caring CommitteePaul N. Kuehn, Co-chair Northeast Utilities Companies

Beth Stafford, Co-chair Manchester Area Conference of Churches

Allison Gormley Community Health Charities of New England

Lois Nesci Catholic Charities, Inc., Archdiocese of Hartford

Kristen Roy UnitedHealthcare

United Way of New Britain and Berlin Advisory BoardLindsley Wellman, Chair Wellman Consulting Group


William F. Dowling New Britain Rock Cats

Michael Gorzoch Gorzoch and Associates

Samuel Irizarry Charter Oak State College

Ronald Jakubowski Consolidated School District of New Britain


Katherine A. McCue McCue Mortgage

Srividya Madhusudhan Northeast Utilities Companies

Carlos Morales Dunbar Armored


Susan Vandorn Pease Central Connecticut State University

William E. Schuch Del Conte, Hyde, Annello & Schuch

Carol Zesut New Britain Police Department

United Way of North Central Connecticut Advisory BoardKaren Jarmoc, Chair Enfield

Maureen Brennan Enfield Foundation for Excellence in Education

Steven J. Casey Northeast Utilities Companies


Robert E. Earley Comcast Corporation

John Gallacher Enfield Public Schools

Mary Ellen Kuraska Enfield

Faith Scavetta Hallmark Cards

Dean Wern Allied Community Services

United Way Staff Susan B. Dunn* President and CEO

Paula Gilberto* Senior Vice President

Morrisette “Bonnie” Royster Vice President, Relationship Management

Thomas Glynn Vice President, Finance and Administration

Natasha Ansari Finance Associate

Kimmy Boulier* Receptionist/Secretary

Liz Buczynski Senior Manager, Community Investment

Michael Buller IT Manager

Melissa Camacho Manager, Community Investment

Patrick Doyle Manager, Community Investment

Karyn Durant Assistant, Donor Services

Kezia Ferrara Manager of Finance

Liz Ferreira Coordinator, Donor Relations

Francis Florius Finance Associate

Jennifer Gifford* Director, Planning and Assessment

Muriel Guerrette Manager, Communications Peter Haentzschel* Administrative Services Assistant

Kimberly Hernandez Senior Associate, eBusiness

Susannah Hogendorn Senior Manager, Communications

Christopher Jungers Assistant Director, Donor Relations Individuals

Alison Keller Senior Manager, Community Investment

Rochelle Kingsley Director, Donor Relations

Marisa Lee-Vaught Secretary, Community Investment

Kati Liss* Manager, Donor Relations Individuals

Valerie March HR and Payroll Manager

Tomeka Martin* Manager, Pledge Processing and Quality Assurance

Sara Miller* Director, Donor Services

Kate Milton* Assistant Director, Donor Relations

Elise Murray* Manager, Business Intelligence

Lindsey Niarhakos* Senior Accountant

Ann T. Péan* Senior Manager, Donor Relations

Brooke Penders Director of Philanthropic Engagement

Elaine Pertillar* Administrative Services Senior Associate

Libby Richardson Manager, Community Engagement

Kimberley Russo* Director, Community Investment

Jennifer Sprague Manager, Communications

Julie Suedmeyer Senior Manager, Community Investment

David Taylor Manager, Donor Relations

Mechelle Tovar Olórtegui Manager, Donor Relations

Temporary Staff

Melissa Albert Finance/Donor Services Temp

Shelley Benedict* e-Business Consultant, Donor Services

Joanne Kimball Marketing Consultant

Marianne Owens Human Resources Consultant

Teresa Thomas Donor Services Assistant

InternsRachel Epstein University of Connecticut

Kayla McAuley Eastern Connecticut State University

Angela Marchio Bryant University

Channon Miller Trinity College

*Employed 5 years or more with United Way of Central and Northeastern Connecticut

Windham Region United Way Advisory BoardAngela LaTour, Chair Liberty Bank

Jose Aponte, Vice Chair Quinebaug Valley Community College


Paul E. Bushey Social Security Administration

Mario Conjura People’s United Bank

Matt Ellis Ameriprise Financial

Dawn Ennis Savings Institute Bank

Donna M. Evan Nutmeg Broadcasting Company

Marisol Feliciano Saint Francis Hospital & Medical Center

Robert Fernandez Quinebaug Valley Community College

Jerry A. James Northeast Utilities Companies

Cathleen Paquette University of Connecticut

Maribel Sanchez University of Connecticut

Tony Santiago Connecticut Department of Labor

United Way of Central and Northeastern Connecticut 2010 Volunteers and Staff†

† Lists include those who were serving actively as of December 31, 2010.

THE

BA

CK

STO

RY

WORKFORCE SOLUTIONSCOLLABORATIVEOF METRO HARTFORD

If not for her impacted wisdom teeth, who knows where

Danielle George would be today.

Her part-time jobs did not provide health insurance and

Danielle knew she couldn’t pay for surgery out of pocket.

So, through a staffing agency, she found an entry level job

at Peter Paul Electronics, a manufacturer in New Britain.

Fast forward six years, and this former waitress with no

previous manufacturing experience is now a supply chain

specialist with a staff of four. Danielle has grown within the

company and increased her wages by 70 percent, thanks

in part to Lean Leadership, a leadership development pro-

gram supported by the Connecticut Center for Advanced

Technology’s ADVANCE Training Grant Program through

Workforce Solutions Collaborative of Metro Hartford

and your gifts to United Way Community Investment

through the United Way Community Campaign.

Through the Lean Leadership program, Danielle partici-

pates in at least six weeks of intense training per year,

and she now trains others in lean, efficient practices.

Danielle said the training has helped her grow profes-

sionally and personally. “I think taking the class got me

into the position I am in today,” she said. “It’s helped me

advance through the company.”

Danielle is also pursuing a bachelor’s degree, something

she and Human Resource Manager Judi Spreda said she

might not have done if not for the training she has

received at Peter Paul.

“I have seen a tremendous growth in Danielle,” Spreda

said. “We saw something in her she didn’t see in herself.

Because of our confidence in her, she has the confidence

to go back to school.”

FROM ASSEMBLY LINE TO SUPERVISOR,WITH HELP FROM WORKFORCE DEVELOPMENT

Workforce Solutions Collaborative of Metro Hartford was established and is led by United Way of Central and Northeastern Connecticut. For more information about the collaborative's work in advanced manufacturing, health care and energy/utilities, and the partners that make it possible, visit workforce-solutions.org.


Non Profit OrganizationU.S. Postage

PAIDPermit No. 2097

Hartford, CT

30 Laurel Street

Hartford, CT 06106-1374

James SicilianChair

Susan B. DunnPresident and CEO

Bonnie RoysterVice President, Relationship Management

Joanne KimballMarketing Consultant

Susannah HogendornSenior Manager, Communications

Muriel GuerretteManager, Communications


Libby Richardson Manager, Community Engagement

James SicilianChair

Susan B. DunnPresident and CEO

Morrisette “Bonnie” RoysterVice President, Relationship Management

Joanne KimballMarketing Consultant

Susannah HogendornSenior Manager, Communications

Muriel GuerretteManager, Communications


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2010 Annual Report

Documents

Transcript of 2010 Annual Report