Building Stronger

Communities Together

United Way of Washington County East 2016 Annual Report

SARAH KEENAN President, Board of Directors United Way of Washington County East

JESSICA RYAN Executive Director United Way of Washington County East

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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

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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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

United Way of Washington County East1825 Curve Crest BlvdStillwater, MN 55082buildbetterlives.org