UNITED WAY OF KENNEBEC VALLEYANNUAL REPORT 2016

121 Commercial StreetAugusta, ME 04330207-626-3400 | www.uwkv.org

TABLE OF CONTENTS• Greeting• Board List• Staff/Leadership• Board Committees• Food Pantry Project• Partner Agencies• Small Business Circle• Day of Caring• Financials• Business Partners

MESSAGE TOTHE COMMUNITY

–MICHAEL TARDIFF, BOARD CHAIR

On behalf of United Way’s Board of Directors, I sincerely thank everyone who donated time, money and resources to United Way in 2016. Your continued support of this remarkable community allowed United Way to fund 49 important programs throughout Kennebec Valley. Your efforts are greatly appreciated, and the effects of your generosity are beyond measure.

My time as Board chair has been exciting and rewarding. I collaborated with some hard-working people, especially the dynamic Fossett family,

who chaired our campaign and widely shared our message of “Planting seeds for a stronger community.” This theme perfectly embodies the work that United Way does every day – the success that United Way could not achieve without your help. Together, we are all planting seeds to impact the lives of more than 20,000 people annually. Whether it’s our donors spreading United Way’s message to their friends or our partner agencies working toward a common purpose, just look around the Kennebec Valley region and you will see that the seeds planted by United Way truly help our community grow.

2016 UWKVBOARD MEMBERS

Greg BoydAlternative Manufacturing

Scott FossettA Partner In Technology

Craig GarofaloKennebec Savings Bank

Lesley JonesCity of Augusta

Robbi LockhartE.J. Prescott Company

Sandra PrescottCommunity Volunteer

Jenny SmallCommunity Volunteer

Chelsey FortinMaine Dept. of

Education

Rev. David GantMaineGeneral Health

Michelle IbarguenCross Insurance

Colonel Eric LindMaine Air National

Guard

Bruce OsborneState of Maine

Joyce SawtellePFG NorthCenter

Ron TrahanGosline-Murchie Agency

Christine DevineKV Federal Credit Union

Pastor Justin FrankPenney Memorial Church

Sue GrenierG&E Roofing Company

Karen KearneyColdwell Banker Rizzo

Mattson

Meghan LoubierSkowhegan Savings Bank

Chris RussellG&E Roofing Company

Michael Tardiff, Chair

J.S. McCarthy Printers

Matthew WaltersWoodlands Assisted Living

92 Moose/B-98.5/Kool AM107.9 The MixA Partner in Technology*Aging ExcellenceAlbison’s Print ShopAlternative Manufacturing, Inc.American Red Cross of Central & Mid Coast MaineAt Home Veterinary Care*Augusta Boys & Girls ClubAugusta Food BankAugusta Fuel CompanyAT&T Employee GivingB&S PavingBaker Newman NoyesBangor Savings BankBank of AmericaBaselineES, LLCBath Iron WorksBernstein Shur Sawyer & NelsonBerryDunnBest BuyBetter Homes and Gardens - The Masiello Group*Bowdoin CollegeBoys and Girls Club of Greater GardinerBread of Life MinistriesCarol Gibert-Tondreau & Associates*Camden National BankCatherine Gordon, PA* Central Maine PowerCentric GroupChange HealthcareCharlie’s Family of DealershipsChildren’s CenterCore Marketing & Design*City of Augusta EmployeesCity of Gardiner EmployeeCives SteelCivic Innovation Works, Inc.Coldwell Banker Rizzo Mattson, Realtors*Combined Federal CampaignCommunity Dental CenterConstellation BrandscPort Credit UnionCribstone Capital Management*Crisis & Counseling Centers, Inc.Cross InsuranceCurtisEase Coaching*curtisWorks Communications Solutions*Dairy Queen*

BUSINESS PARTNERSDamon Family Stores*Darling’s Auto MallDouglas Title CompanyDowneast EnergyD.R. Struck Landscape NurseryEaton PeabodyEast West BankE.J. Prescott CompanyEmbrace Home Loans*Emery-Waterhouse CompanyEmployment Specialists of MaineEnterprise Rent-A-CarERA Webb Real EstateErskine AcademyE.S. Coffin Engineering & Surveying, Inc.*Evergreen Dental AssociatesFairchild SemiconductorFamilies Matter, Inc.Family Violence ProjectFederal ExpressFive County Credit UnionFoshay-Carlton Cards and GiftsFuller Sherman TrustGagne & Son Concrete BlocksGagnon Dental*Ganneston ConstructionGardiner Federal Credit UnionGeneral ElectricG&E RoofingGibson LeClair, LLCGive With LibertyGlobal ImpactGoggin’s IGA*Goodwill IndustriesGosline-Murchie AgencyHannaford SupermarketsHealthReach Community Health CentersHNTB CorporationHolden Insurance AgencyHome Care for MaineIDEXX LaboratoriesInternational Business MachinesInternational PaperJanet Slade Insurance Agency, Inc.*Johnson and WebbertJ.S. McCarthy Company, Inc.Kaplan UniversityKennebec Behavioral HealthKennebec County District Attorney’s OfficeKennebec JournalKennebec Pharmacy & Home Care

Kennebec Savings BankKennebec TechnologiesKennebec Valley Chamber of CommerceKennebec Valley Community Action ProgramKennebec Valley YMCAKenocoKey Bank of MaineKirkpatrick’s Service, Inc.Knowlton Hewins Roberts Funeral Homes & Cremation Services*Kris-Way Truck LeasingKV Federal Credit Union*Ladd Charitable Giving CorporationLajoie Brothers ConstructionLamey WellehanLiteracy VolunteersLipman KatzL.L.BeanLongfellow’s GreenhousesLowe’s Home ImprovementMacpage, LLCMacomber, Farr & Whitten Magnusson Balfour Commercial & Business Brokers*Maine Better TransportationMaine Dartmouth Family Medicine PracticeMaine Development FoundationMaine Drilling & BlastingMaine Family PlanningMaineGeneral HealthMaineHealth StatewideMaineHousingMaine Medical AssociationMaine Municipal AssociationMaine State Chamber of CommerceMaine State EmployeesMaine Tourism AssociationMattson’s Flooring & LightingMeadow Park DevelopmentMedical Care DevelopmentMerckMid Coast - Parkview HealthMotivational ServicesNelson & SonNorDxNRF DistributorsOakes & Parkhurst GlassOakhurst DairyO’Connor GMC, Inc.O’Reilly Auto PartsOn Target Utility ServicesPeachey BuildersPerformance Food Group - NorthCenterPike Industries, Inc.Pine State Trading Company, Inc.

Preti FlahertyProgressive DistributorsRolfe’s Well Drilling*RICOHRSU #38 Rural Community Action MinistrySam’s ClubSaunders ManufacturingSexual Assault Crisis & Support CenterShaw’s SupermarketSherwin Williams Paints Southern Kennebec Child DevelopmentSpectra EnergySpectrum GenerationsState Farm InsuranceSteve’s ApplianceSYSCOTambrands Inc.TargetTD BankTerra Magna Services, Inc.*Tex-Tech IndustryThe Bracy Memorial Trust FundThe Central National-Gottesman FoundationThe Computer Shop*The Village Jeweler*TimkinTJ MaxxTown of Winthrop EmployeesTrademark Federal Credit UnionTri-State StaffingTRCUnited Parcel ServiceUnited Way of Androscoggin CountyUnited Way of Kennebec ValleyUnited Way of Mid-MaineUnited Way of Tri-ValleyUniversity of MaineUNUMVerrill & DanaWal-MartWellpoint FoundationWexWilliam & Elsie Viles FoundationWinthrop YMCAWoodlands Assisted Living

*Denotes member of 365 Small Business Circle

STAFF & LEADERSHIP2016

Rob GordonExecutive Director

Courtney YeagerDirector of Resource Development & Marketing

Wendy BeaudoinDirector of Finance

Kelly TozierAdministrative Assistant

Michael Tardiff2016 Board Chair

Craig Garofalo2016 Board Vice-Chair

Scott & Laura Fossett2016 Campaign Co-Chairs

Michelle IbarguenVP, Communications

Joyce SawtelleVP, Human Resources

Matthew WaltersTreasurer

Christine DevineAssistant Treasurer

Jenny SmallVP, Allocations

Rev. David GantVice-Chair Allocations

RETIRING BOARD MEMBERSChristine Devine - KV Federal Credit UnionColonel Eric Lind - Maine Air National GuardMeghan Loubier - Skowhegan Savings BankSandra Prescott - Community Volunteer

NOMINATED TO SERVE AN INITIAL 3-YEAR TERMMaria Hays - University of Maine at Augusta

NOMINATED TO SERVE A SECOND 3-YEAR TERMScott Fossett - A Partner In TechnologySue Grenier - G&E Roofing CompanyLesley Jones - City of AugustaKaren Kearney - Rizzo Mattson Robbi Lockhart - E.J. Prescott CompanyChris Russell - G&E Roofing CompanyJenny Small - Community Volunteer

LOOKING AHEAD TO 2017

SERVING UNTIL 2018Greg Boyd - Alternative Manufacturing

Chelsey Fortin - Maine Dept. of EducationPastor Justin Frank - Penney Memorial Church

Craig Garofalo - Kennebec Savings BankMichelle Ibarguen - Cross Insurance

Bruce Osborne - State of MaineJoyce Sawtelle - PFG NorthCenter

Michael Tardiff - J.S. McCarthy PrintersRon Trahan - Gosline-Murchie Agency

SERVING UNTIL 2019Rev. David Gant - MaineGeneral Health

Matthew Walters - Woodlands Senior Living

BOARD OFFICERS FOR 2017Craig Garofalo - Board Chair

Rev. David Gant - Board Vice-ChairMichelle Ibarguen - VP, Communications

Matthew Walters - TreasurerRev. David Gant - VP, Allocations

Jenny Small - Vice-Chair, AllocationsJoyce Sawtelle - VP, Human Resources

LIVE UNITED

FINANCIAL HIGHLIGHTSREVENUE2016 Raised to Date, By Division

Business & Industry...........................................$ 808,736

Finance..............................................................$ 149,073

365 Small Business Circle.................................$ 12,000

Health & Education/Nonprofits.........................$ 144,235

Professions/Residential....................................$ 209,824

Maine State Employees.....................................$ 86,177

Combined Federal Campaign............................$ 13,850

Special Events - Golf.........................................$ 8,300

In-Kind Contributions.........................................$ 29,378

E-Waste/For Warming Center..............................$ 7,410

Warming Center Income...................................$ 1,791

Day of Caring.....................................................$ 13,250

Tanks for Giving..................................................$ 2,507

MaineGeneral Heart Fund...................................$ 64,000

CA$H Program....................................................$ 6,800

Program ServicesManagement & GeneralFundraising

86.6%

5.8%7.6%

Expenses by Category

TOTAL $ 1,557,331

MESSAGE FROMOUR TREASURERThe United Way of Kennebec Valley’s fiscal year drew to a close on June 30, and I am pleased to report that the UWKV has once again received an unmodified opinion from the Certified Public Accountants at Gibson LeClair, LLC for the audit of our 2015 financial statements. As Treasurer, I have been very impressed with the quality of work of the United Way staff and the small group of highly skilled and dedicated professionals who make up the Finance Committee. During this past year we have worked together to implement a series of new policies, consolidate operating accounts and complete the approval of the administrative budget in an effort to ensure that our financial controls and operations put us in the best position to steward each donor dollar in a way that helps strengthen our community. I want to personally thank everyone for their hard work and dedication in 2016 and look forward to another successful year!

“I am pleased to report that the UWKV has once again received an unqualified

opinion from the Certified Public Accountants at

Gibson LeClair, LLC for the audit of our 2015 financial

statements.”

Matthew Walters,UWKV Treasurer

UWKV PRIMARYCOMMITTEESCommunications CommitteeThis committee is responsible for United Way messaging. The committee works on annual digital/print materials, advertising, theme development, annual campaign videos, event coordination and recognition pieces. The group works together to ensure that the United Way message connects directly to the community. This committee meets on the first Tuesday of every month at 8 a.m.

Finance CommitteeThis committee is responsible for overseeing the finances for the United Way. Both incoming and outgoing expenses are reviewed and approved. The primary goal is to prepare for the annual audit. This committee meets quarterly.

Allocations CommitteeThe Allocations Committee, which is comprised of United Way Board members and local volunteers, is responsible for reviewing and visiting partner programs. After a site visit and formal review, the committee is responsible for allocating funds appropriately.

This committee meets at times set by each allocations subcommittee group, February through April.

Resource Development CommitteeThis committee is responsible for creating and implementing comprehensive development strategies that engage donors, businesses and foundations in fundraising.

This committee meets on the last Tuesday of every month at 12 p.m.

Looking for an easy way to give back to your community? United Way of Kennebec Valley will provide your workplace with food pantry shelves, and you encourage employees, customers and clients to bring in contributions that will directly benefit your local food bank.

Alternative Manufacturing, Inc.Boys & Girls Club of Greater GardinerCamden National BankCentral Maine Power CompanyChange HealthcareCharlie’s HondaChildren’s CenterCity of AugustaCives SteelColdwell Banker Rizzo MattsonCrisis & Counseling CentersCross Insurance DownEast EnergyD.R. Struck Landscape NurseryE.J. Prescott CompanyFamilies Matter, Inc.GEvolution FitnessGoodwill Industries of Northern New England

Harold Alfond Center for Cancer CareJ.S. McCarthy PrintersKennebec Behavioral HealthKennebec Valley YMCAMaine Conservation CorpsMaine Drilling and BlastingMaine Municipal AssociationMaine Public Utilities CommissionMaineGeneral HealthMaranacook HealthMotivational Services Oakes & Parkhurst GlassOn Target Utility ServicesPFG NorthCenterSaunders ManufacturingSouthern Kennebec Child Development Corp.TRC

If you would like to join a United Way committee as a community member, please contact 207-626-3400 or ktozier@uwkv.org.

Businesses Taking Part in Food-Raising:

soupsWhat can we contribute?

peanut butterrice mixes coffeebaking mixes

and more!canned meat

personal care items

FOODPANTRY

projectcaringday of

2016

Winthrop High SchoolRichmond Middle SchoolRichmond High SchoolErskine AcademyWhitefield Elementary SchoolFarrington Elementary SchoolMaranacook Community SchoolMonmouth AcademyMonmouth Middle School

Gardiner Area High SchoolCony Middle SchoolCony High SchoolHall-Dale Elementary SchoolHall-Dale Middle SchoolHall-Dale High SchoolSt. Michael SchoolOak Hill Middle SchoolOak Hill High School

Day of Caring demonstrates that volunteering truly brings out the best in all of us. Students, local business sponsors and the United Way all work together to

lend a helping hand. We are proud of our local students and the community spirit they demonstrate through the Day of Caring program.

The United Way partners with 18 local schools and many area businesses to sponsor Day of Caring student events. This annual event matches student

volunteer groups with work projects at local sites in Southern Kennebec Valley. Students take pride in giving their time and talents to important projects in order

to improve our communities.

GIVE. ADVOCATE. VOLUNTEER.

For just $1 per day, or $365 per year, small businesses in Kennebec Valley can create big lasting impact in our communities!

SMALL BUSINESS LEADERSHIP LEVEL

Ameriprise Financial, Carol Gilbert-Tondreau Damon Family Stores Embrace Home Loans

Gagnon DentalKV Federal Credit Union

Knowlton Hewins Roberts Funeral Homes and Cremation Service

Magnusson Balfour Commercial & Business Brokers

SMALL BUSINESSLEVEL

A Partner In Technology At Home Veterinary Care

Better Homes & Gardens - The Masiello Group

Catherine Gordon, P.A. Coldwell Banker Rizzo Mattson, Realtors

The Computer Shop Core Marketing & Design

Cribstone Capital Management CurtisEase Coaching

curtisWorks Communications Solutions Dairy Queen

E.S. Coffin Engineering & Surveying, Inc. Goggin’s IGA

Janet Slade Insurance Agency, Inc. Rolfe’s Well Drilling

Terra Magna Services, Inc. The Village Jeweler

365 SMALL BUSINESS CIRCLE

Join today. Contact us at 207-626-3400 to learn more.

American Red Cross Disaster Services

Augusta Boys & Girls Club for Teens Alternative to Suspension

Augusta Food Bank

Alzheimer’s Care Center Adult Day Health, Respite & Day Program

Big Brothers Big Sisters of Mid-Maine 1-to-1 Youth Mentoring

Boy Scouts: Pine Tree Council

Boys & Girls Club of Greater Gardiner Child Care & Summer Scholarships Power Hour Homework Help

Bread of Life Ministries Shelter Services Soup Kitchen

Catholic Charities of Maine Independent Support Services

Children’s Center Early Intervention Services

Children’s Discovery Museum Museum Access Scholarships

Crisis & Counseling Centers Later Life Counseling Program

Faith Food Pantry

Families Matter, Inc. Community Activities Program

PARTNER AGENCIES

Family Violence Project Children & Youth Abuse Prevention

Girl Scouts of Maine

Goodwill Industries of Northern New England Goodworks Job Placement

Kennebec Behavioral Health Capitol Clubhouse Home & Community-Based Treatment Homeless Outreach Program

Kennebec Valley Community Action Program Baby Think It Over Personal Body Safety Transportation

Kennebec Valley Dental Coalition Sliding Fee Dental Program

Kennebec Valley YMCA Child Care Youth & Teen Programs

Legal Services for the Elderly Elder Abuse Law Project

Literacy Volunteers of Greater Augusta Community Literacy Project

MaineGeneral Horizon Program Retired Senior Volunteer Program

MaineGeneral Counseling

MaineGeneral Hospice Volunteers Healing Hearts

& PROGRAMS 2016

MaineGeneral Community Care Harm Reduction Program & Rapid HIV Hospice Support Program WIC

Motivational Services LINC Wellness Center

Northern New England Poison Center

Rural Community Action Ministry Comprehensive Family & Senior Services

The Salvation Army - Augusta Disaster & Emergency Services

Sexual Assault Crisis & Support Center Sexual Assault Education & Support

Southern Kennebec Child Development Corp. Child Care

Spectrum Generations Meals on Wheels

Winthrop Area YMCA Kid’s Club After School Program Youth & Family Programs

Winthrop Food Pantry

Winthrop Hot Meal Kitchen

UWKV PROGRAMSUnited Way of Kennebec Valley partners with local nonprofits, agencies and businesses to run the following programs in our community:

2-1-1 Maine

Augusta Community Warming Center

CA$H Coalition

Day of Caring FamilyWize

Food Pantry Project

The United Way of Kennebec Valley does not charge dues or

service fees to partner agencies.