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United Way of Northwest Florida 2014 Annual Report

LIVE UNITEDTM

GIVE . ADVOCATE . VOLUNTEER

A MESSAGE TO OUR SUPPORTERSDear Friends,

United Way brings together people, businesses and organizations from across our community, united by our shared desire to create a stronger community. Our goal is to make our six counties a place where every-one has the opportunities and resources to reach their full potential. We strive to eliminate the barriers to success that affect so many. It takes a holistic approach. We are the whole community - nonprofits and for-profits, public and private organizations, experts and everyday people - working together to realize the community’s vision of a better life for all.

Thank you to those who LIVE UNITED!!

Bryan TaylorPresidentUnited Way of Northwest Florida

A MESSAGE FROM OUR PRESIDENT

Mission To help people in North-west Florida become more

healthy, self-sufficient and involved in help-ing themselves and each other.

Vision To be the leading community building, volunteer force in Northwest Florida.

2014 Board of Directors 2013 Local Federal Coordinating Executive Committee Committee (LFCC)

John Ed McDanal Greg Frith Carlton Ulmer Colonel Derek C. FranceChairman Panhandle Educators FCU Gulf Coast Regional Commander, 325th Fighter Wing, USAFGulf Power Medical Center LFCC Chairperson Jerry GaskinVictoria Wiliams Centennial Bank Curtis Williams Lt. Mike PatricolaChairman Elect MidSouth Bank 325th Fighter Wing, USAFVBA Design, Inc. Mario Gisbert LFCC Vice Chairperson City of Panama City Beach 2014 Professional Team Carrie Baker, Ph.D Mr. Mark White, Sr.Vice Chairman Darren Haiman Tiffani Hinds UASCE, Mobile DistrictGulf Coast State College Nations Real Estate Vice President MSgt Francine VincentJerry Sowell Jimmy Hand Hollee Hansen 235th Fighter Wing, USAFTreasurer RockTenn Marketing/Communications Segers, Sowell, Stewart, Specialist Ms. Daena Haun Johnson & Brill, PA David Harless DOD Civilian, USAF SunTrust Bank Jacqueline FlynnBoard Members Finance Specialist Mrs. Victoria Sayers Brenda Parker US Customs and Border ProtectionTina Barron Hancock Bank Gina WatsonGulf Power Resource Development Mr. Brian Kirke Paul Parker Specialist Postmaster, Youngstown, USPSGeorge Bishop, Ph.D. Enterprise Gulf Coast State College MNC (SW) Fred Denson Ron Rago NSWC PCD, USNJared Burleson Trane CompanyWells Fargo Advisors, LLC Mr. Christopher Hardaway Jackie Rinker NSWC PC, USNDeAnne Carlson iHeartMediaSummit Bank PS1 Tina Cook Steve Tucker NSA PC, USNWill Cramer PublixBill Cramer GM Mr. James Fath NSWC PCD, USN A1CJ Randall Hunt 325th Fighter Wing, USAF

2-1-1 of Northwest Florida2-1-1 of Northwest Florida’s is a free public in-formation service line that links human needs to available local direct service providers. This resource and referral service can provide information on housing options, medical services, budget counseling, support groups, civic clubs, adoption services, community offices, employment services, transportation, financial assistance, legal services and much more! For assistance, call 2-1-1.

Dollar $mart Coalition/VITA/Money SmartUnited Way of Northwest Florida hosts the local VITA (Volunteer Income Tax Assistance) site each tax season. VITA is an IRS sanctioned program that trains volunteers to prepare simple tax returns for individuals and families with a low to moderate income. Our VITA site program processed 2,700 free tax returns which totaled $3,409,660 in refunds. Of the $3.4 million dollars brought back into our community $1,591,000 was through the Earned Income Tax Credit.

Community Impact FundraiserUnited Way of Northwest Florida serves as the premier local workplace campaign fundraising agent for our member agencies. We charge no dues and the only fees withheld from direct designations are a three year average of actual administration expenses, fundraising expenses and pledge attrition. Groups of local community volunteers meet annually to determine the community needs and award grant funding to the charities that are best able to serve our local population.

Local Federal Coordinating Committee, or LFCC, is the group of federal officials designated by the Director of the Office of Personnel Management (OPM)Washington, DC, to conduct the CFC program in a particular community. If you are a federal employee within Northwest Florida and are inter-ested in serving on this committee, please visit www.NorthwestFloridaCFC.org for more information. A special thanks to the retired federal employees serving in an advisory capacity.

UNITED WAY OF NORTHWEST FLORIDA

BALANCE SHEET as of December 31, 2014 (unaudited)

ASSETS Cash: Cash and Equivalents $366,895 Investments 630,397 Pledges Receivable 703,608 Prepaid Expensses 12,101 Net Property and Equipment 46,422 TOTAL ASSETS $1,759,423

LIABILITIES & EQUITY Current Liabilities: Funds Distribution 206,686 Accounts Payable 27,505 Total Liabilities $234,191 Equity (Fund Balances) Fixed Assets 46,422 Building Fund 472 Endowment Fund - Forever Fund 490,599 Campaign Reserve Fund 106,043 Disaster Relief Fund 38,067 Temporarily Restricted 613,589 Unallocated Reserve Fund 230,040 Total Equity $1,525,232

TOTAL LIABILITIES & EQUITY $1,759,423

2014 INCOME & EXPENSES

INCOME: Campaign Support $1,281,277 Reimbursed Expenses 14,453 Interest Income 25,694 Miscellaneous. Income 61,043 Sponsorships/Grants 38,645 Total Income 1,421,113

EXPENSES: Funds Distribution $971,274 Other UW Programs - Direct Expenses 66,653 Total Programs - Indirect Expenses 115,971 Administration 161,473 Fundraising 161,822 Federal Campaign Direct Expenses 21,544 Total Expenses 1,498,737

*No additional fees or dues are charged to the affiliated agencies other than what is taken for admin/fundraising.*

OUR FINANCIAL POSITION

2014 Board of Directors 2013 Local Federal Coordinating Executive Committee Committee (LFCC)

John Ed McDanal Greg Frith Carlton Ulmer Colonel Derek C. FranceChairman Panhandle Educators FCU Gulf Coast Regional Commander, 325th Fighter Wing, USAFGulf Power Medical Center LFCC Chairperson Jerry GaskinVictoria Wiliams Centennial Bank Curtis Williams Lt. Mike PatricolaChairman Elect MidSouth Bank 325th Fighter Wing, USAFVBA Design, Inc. Mario Gisbert LFCC Vice Chairperson City of Panama City Beach 2014 Professional Team Carrie Baker, Ph.D Mr. Mark White, Sr.Vice Chairman Darren Haiman Tiffani Hinds UASCE, Mobile DistrictGulf Coast State College Nations Real Estate Vice President MSgt Francine VincentJerry Sowell Jimmy Hand Hollee Hansen 235th Fighter Wing, USAFTreasurer RockTenn Marketing/Communications Segers, Sowell, Stewart, Specialist Ms. Daena Haun Johnson & Brill, PA David Harless DOD Civilian, USAF SunTrust Bank Jacqueline FlynnBoard Members Finance Specialist Mrs. Victoria Sayers Brenda Parker US Customs and Border ProtectionTina Barron Hancock Bank Gina WatsonGulf Power Resource Development Mr. Brian Kirke Paul Parker Specialist Postmaster, Youngstown, USPSGeorge Bishop, Ph.D. Enterprise Gulf Coast State College MNC (SW) Fred Denson Ron Rago NSWC PCD, USNJared Burleson Trane CompanyWells Fargo Advisors, LLC Mr. Christopher Hardaway Jackie Rinker NSWC PC, USNDeAnne Carlson iHeartMediaSummit Bank PS1 Tina Cook Steve Tucker NSA PC, USNWill Cramer PublixBill Cramer GM Mr. James Fath NSWC PCD, USN A1CJ Randall Hunt 325th Fighter Wing, USAF

OUR 2014 COMMUNITY INVESTMENT

American Red Cross of Northwest Florida $45,832America’s Second Harvest of the Big Bend 1,397AMI Kids - Panama City Marine Institute 3,925Anchorage Children’s Home 12,262ARC of Washington-Holmes Counties 9,007BASIC of Northwest Florida 12,244Bay Area Food Bank 6,403Bay County Council On Aging 65,029Bay Education Foundation 12,636Bay, Franklin, Gulf Healthy Start Coalition 4,783Big Brothers Big Sisters of Northwest Florida 4,023Boy Scouts of America- Ala/Fla Council 765Boy Scouts of America- Gulf Coast Council 4,572Boys & Girls Clubs of Bay County 76,988Calhoun County Senior Citizens Association 1,958Catholic Charities of Northwest Florida 26,198 Chemical Addictions Recovery Effort 3,006Children’s Home Society of Florida 19,678Chipola Healthy Start 633Covenant Hospice 41,070Disability Resource Center 343Early Education and Care 29,728Early Learning Coalition of NWFL 33,193 Elder Care Services 3,110 Epilepsy Association of the Big Bend 1,222Family Services Agency 100,831 Girl Scouts of the Florida Panhandle 15,296Girls Incorporated of Bay County 49,053Gulf Coast Children’s Advocacy Center 43,818Gulf County ARC & Transportation 4,109Habilitative Services of North Florida 2,318Habitat for Humanity of Bay County 5,405Jackson County Habitat for Humanity 486Jackson County Senior Citizens Organization 2,470Legal Services of North Florida 284

Life Management Center of Northwest Florida 18,459Mental Health America of Bay County 21,197North Florida Child Development 2,784Office of the Public Guardian 5,955Ronald McDonald House Charities, NWFL 5,554Salvation Army 5,229Salvation Army Domestic Violence & Rape Crisis 20,692Second Chance of Northwest Florida 8,772St. Andrew Bay Center 37,015St. Andrew Community Medical Center 2,532The Science & Discovery Center of NWFL 1,897Tri-County Community Council 5,584Tyndall Air Force Base Youth Programs 9,228United Way of Northwest Florida 1,727Washington County Council On Aging 9,298

Total Funds Distributed to UWNWFL Affliated Agencies $800,994Total Funds Distributed to Unaffiliated Federations & Charities $169,416

Total Funds Distributed $970,410

Campaign BreakdownCommunity Campaign 50 Affiliated Agencies $767,138 55 Unaffiliated Agencies 20,020

Combined Federal Campaign 34 Affiliated Agencies $35,977 106 Unaffiliated Agencies 149,395

2-1-1 Northwest Florida $41,040Dollar $mart Coalition 7,757Direct Services 17,856

Total Funds Distributed $1,039,183

Bay CountyAmerican Red Cross of Northwest Florida $19,580BASIC of Northwest Florida 6,675Bay Area Food Bank 2,403Bay County Council on Aging 37,380Bay Education Foundation 6,675Bay, Franklin, Gulf Healthy Start Coalition 4,205Boys & Girls Clubs of Bay County 62,300Catholic Charities of Northwest Florida 12,000Children’s Home Society of Florida 13,350Covenant Hospice 2,670Early Education and Care 23,585Early Learning Coalition of NWFL 23,140Family Services Agency 88,930Girl Scouts of the Florida Panhandle 13,283 Girls Incorporated of Bay County 41,354Gulf Coast Children’s Advocacy Center 24,000Life Management Center of Northwest Florida 12,193Mental Health America of Bay County 20,000Office of the Public Guardian 4,450Salvation Army Domestic Violence & Rape Crisis 16,664Second Chance of Northwest Florida 4,400St. Andrew Bay Center 26,700Tyndall Air force Base Youth Programs 7,120United Way of Northwest Florida (2-1-1) 18,000

Calhoun CountyAmerican Red Cross of Northwest Florida $710Calhoun County Senior Citizens Association 710Early Learning Coalition 710Family Services Agency 710Gulf Coast Children’s Advocacy Center 710

Gulf CountyAmerican Red Cross of Northwest Florida $1,000Family Service Agency 1,000Gulf Coast Children’s Advocacy Center 1,000Gulf County ARC and Transportation 1,707Life Management Center of Northwest Florida 1,500North Florida Child Development 1,000

Holmes CountyAmerican Red Cross of Northwest Florida $750ARC of Washington-Holmes Counties 469Bay Area Food Bank 1,000Covenant Hospice 750Early Learning Coalition 750Gulf Coast Children’s Advocacy Center 500Life Management Center of Northwest Florida 500

Jackson CountyAmerican Red Cross of Northwest Florida $3,761Covenant Hospice 2,000Early Learning Coalition 1,000Elder Care Services 650Family Services Agency 1,500Gulf Coast Children’s Advocacy Center 2,000Habilitative Services of North Florida 1,200Jackson County Senior Citizens Organization 1,050Life Management Center of Northwest Florida 1,000Office of the Public Guardian 1,000Tri-County Community Council 1,000

Washington CountyAmerican Red Cross of Northwest Florida $1,415ARC of Washington-Holmes Counties 6,979Bay Area Food Bank 1,415Covenant Hospice 1,915Early Learning Coalition 915Family Services Agency 1,415Girl Scouts of the Florida Panhandle 215Gulf Coast Children’s Advocacy Center 1,329Habilitative Services of North Florida 415Life Management Center of Northwest Florida 579Tri-County Community Council 915Washington County Council on Aging 4,915Washington County Scholarship Foundation 1,715

TOTAL COMMUNITY IMPACT GRANTS DISTRIBUTED $546,825

The following agencies received community impact grants to fund specific programs that focus on education, income, and health, within their agency.

OUR 2014 COMMUNITY IMPACT GRANTS

OUR 2014 LEADERSHIP GIVERS

TOCQUEVILLE SOCIETY($10,000 +)

Estate of Stella BurlesonEstate of Peter Bardach

GOLD FEATHER ($5,000 - $9,999)

Mr. & Mrs. Dan AderMr. Todd Zaborski

SILVER FEATHER ($2,500 - $4,999)

Mr. Hayes BurlesonMr. T.J. & Ann CottongimMr. Jeff FisherMr. Paul & Tiffani HindsDr. John HoldnakMr. Kevin KennedyMr. Tommy Martin Mr. Johnnie Rowe, Jr.Ms. Rhonda SappMr. Jerry & Mary SowellMr. David Tipton

BRONZE FEATHER($1,500 - $2,499)

Dr. Patricia Anderson & James GreenMr. Tony & Joyce BennettMr. Cameron BrownMr. Jared & Morgan BurlesonMr. Timothy BusMr. Scott & Patricia ClemonsDr. & Mrs. James T. Cook, IIIMr. William & Monica Cramer, IIIMr. Larry & Nancy Dantzler, IVMr. Donald DuncanMs. Nancy EdwardsMr. Neil & Elizabeth FravelMr. Jeff & Serina GibbsMr. Scott & Wendi GladdenMs. Deborah HeathMr. Robbi HodsonMs. Anna HollandMs. Karen HurstMs. Shonda L. Jones

Mr. Rob & Gayne KowalikMr. John KranakMr. Bill & Terri LillardMs. Amy MilneMs. Maria Rivera Mr. Tim & Becky ScrewsMs. Robin StriblinMr. Wayne StubbsMr. Bryan & Melanie TaylorMr. James WarrenMs. Freda Williams

RED FEATHER($1,000 - $1,499)

Mr. Michael AllenMr. John AndersonMr. Michael ArltMr. David ArtmanMs. Nicole BarefieldMs. Joanie BeardMr. Kirk BeckhamMr. David BirgeMs. Kathryn BrazierMr. Shawn & Katie BrewerMr. Jeffrey BrownMs. Melissa BrunerMs. DeAnne CarlsonMs. Shirley CarrollMr. Sean CharltonDr. Lynn Chester-d’AlbertisMr. Buddy ChestnutMr. Corey ChizmarMr. Girard ClemonsMr. Ross & Mindy ClemonsMr. Alan ColeMs. Salie B. CottonMr. Donald & Tyrene CrispMr. LR (Buddy) CrottaMs. Belinda DabneyMs. Pam DavidMs. Melanie DavisMr. Robert & Tabitha DelaneyMr. Richard DoddMs. Madelynne EldridgeMr. Lynn & Stacy EllenburgMr. Earl T. Evans, IIIDr. Cheryl Flax-Hyman

Mr. Tem Fontaine Ms. Michelle ForresterMs. Tanasia FosterMr. Greg & Sherry Frith Mr. Jerry & Sharon GaskinMr. Joey GinnMr. Bruce GrabbeMr. Tyrone GrayMr. James & Barbara HaagMr. & Mrs. Darren HaimanMr. Rush HamleyMr. Randy HammondMs. J. Gail HarberMs. Anna HarrisMs. Laurie L. HaynesMr. James HellingsMr. John G. Hindsman, IIIMr. Jeremy R. HintonMr. & Mrs. T.A. HookMr. Allen & Debbie JelksMr. Adam JettMs. Linda KelleyMr. Joe Tom KingMr. Dan & Ruth KinchMs. Josh & Candace LakeMr. Jess LaneMr. Mike LaRussa, Jr.Mr. Paul LewickiMr. Ricky LittleMr. James LookerMs. Nancy LutherMs. Shane & Donna MastersonMr. Alan McCurleyMr. John Ed McDanalMr. Glen McDonaldMr. Patrick McGowanMr. William McKenzie, IIIMs. Nycole McKissackMr. Alan McLaneMr. Gary MillerMr. Ronald & Carol MillerMs. Valerie MinceyMs. Nancy MontagueMr. Irvin MoralesMs. Marcella MurphyMr. Patrick & Annelice MurphyMs. Katherine D. Naumann

Mr. Dan OgdenMr. David & Beverly OgdenMs. Elizabeth ParkerMr. John PayneMs. Kimberly & Michael PelletierMr. John PhillipsMr. Robert & Tricia PearceMs. Laura PittsMr. Wayne PotterMs. Roger & Sabara QuinnMr. Ron & Kay Rago Mr. Steven RavinMs. Barbara RileyMs. Jackie Rinker & Larry BeckMr. John & Gail RobbinsMr. Michael & Sara RochefortMr. Christopher RollMs. Imelda RussellMr. Patrick J. RyanMs. Melinda ScanlonMr. Jeff & Vicky SiltanenMr. Alfred SimmonsMr. Michael SmithMr. David SouthallMr. & Mrs. Ted Spangenberg, Jr.Mr. Andrew SteinMr. Kurt & Cheri StemmerMr. DeVaughn G. StephensMr. Marc StokesMr. John SweetMr. James & PhreadaTaliaferroMs. Terri ThomasMr. Virgil TillmanMr. Douglas TrawickMr. Steven TuckerMr. Carlton UlmerMr. Douglas UzarskiMr. Joseph C. VecchioMs. Barbara WalshMs. Gina WatsonMr. Curtis WilliamsMr. Todd & Amy Wolfrom

OUR 2014 CONTRIBUTING COMPANIES

$100,000+PublixRockTenn$75,000 - $99,999Gulf Power$30,000 - $74,999Bay District SchoolsBill Cramer GMGulf Coast State CollegeTrane CompanyUnited Parcel Service (UPS)$15,000 - 29,999Arizona ChemicalAT & TBay County GovernmentFlorida Department of Health in Bay CountyGulf Coast Regional Medical CenterInnovations Federal Credit UnionRegions BankTyndall Federal Credit UnionWalmart/Sam’s ClubWells Fargo Advisors, LLC$5,000 - $14,999Anchorage Children’s Home Applied Research AssociatesBay Medical Center Sacred Heart Health System BC/BS Florida Blue Foundation Berg Steel Pipe Corporation Cadence Bank Centennial Bank City of Panama City Covenant Hospice Hancock Bank Harley-Davidson of PCBHealthSouth Emerald Coast Rehabilitation Hospital Northwest Florida FSECC Panhandle Educators Federal Credit UnionRaymond James Financial Summit BankSunTrust Bank Target The News HeraldThompson Tractor Company Trustmark Bank United Way of Northwest Florida Washington County Schools

$1,000 - $4,999American Red Cross of Northwest FloridaARC of Washington-Holmes Counties BASIC of Northwest FloridaBay County Chamber of Commerce Bay County Council on Aging Bay County Property Appraiser’s OfficeBay County Sheriff’s Office BaySolutions Boys & Girls Clubs of Bay County Calhoun County SchoolsCity of Chipley Children’s Home Society of Florida Comcast Doctors Memorial Hospital Early Education and Care Early Learning Coalition of NWFLEnterprise Fairpoint Communications Federal Express Florida State University General Electric Gulf Coast Electric Cooperative Gulf County Government Gulf County Schools IBM Employee Service Center iHeartMedia ITW (Illinois Tool Works) Jackson County Government Jackson County Schools JC Penney Lewis Bear Company Life Management Center of NWFL Lockheed-Martin Lowe’s MidSouth BankNorth Florida Child Development Northwest Florida Community Hospital Panhandle Area Educational Consortium Port of Panama City Reliant South Ron Jon Surf Shop Segers, Sowell, Stewart, Johnson & Brill, PASprint Nextel St. Andrew Bay Center The Clemons CompanyThe Jelks Family FoundationThe Storage InnTipton, Marler, Garner & ChastainTri-County Community Council

Trawick ConstructionWashington County Council on AgingWashington County News$100 - $999Abbvie Foundation Agilent TechnologiesAMI Kids/PCMI Bank of America Bay, Franklin and Gulf Healthy Start Best Buy #857 Boyd Brothers Calhoun County Senior Citizens Assoc.Capital City Bank Catholic Charities of Northwest FloridaCentral Credit Union of Florida Chipola Healthy Start Coca-Cola Bottling Company Copy Products Deloitte Duke Energy Evangel Worship CenterFamily Service Agency First National Bank of Northwest Florida Girl Scouts of the Florida Panhandle Girls Incorporated of Bay CountyGlaxo Smith Kline Green Circle Bio EnergyGulf County ARC & Transportation Gulf Coast Children’s Advocacy Group Gullkiss Charity Foundation Habilitiative Services of North Florida Jackson County Senior Citizens Assoc. Johnson & Johnson Kellogg Legal Services of North Florida Mental Health America of Bay County Merck/Merck-Medco Mosaic Company Nationwide InsuranceRyder SystemTeco Peoples Gas TIAA-CREF FinancialTJ MaxxUS Airways WJHG News Channel 7XeroxZachry Group

United Way of Northwest Florida P.O. Box 586 · Panama City, Florida 32402

(850) 785-7521 · fax (850) 784-2569 Referral Line 2-1-1

www.UnitedWayNWFL.org

Thank you to all our 2014 Sponsors and to the companies that supported our

programs through grant funding.