MEMORANDUM TO: United Way of Lee, Hendry, and Glades Board of Directors FROM: Tom Uhler, Allocations Committee Chair DATE: June 2013 RE: 2014 Recommended Allocations to Agencies The 2013 Allocations process is now complete. The task of the Allocations Committee is a challenging, demanding, and rewarding volunteer opportunity. Given the many needs that exist in our community, the Committee faces the challenge of recommending United Way funds in a way that will have the most positive impact on community problems. We believe that the Committee has realistically evaluated the needs of our community and has made final recommendations that balance the United Way’s needs driven philosophy and today’s economic realities. The results of the 2013 allocations process are enclosed in this report. It was a privilege to work with this year’s allocation volunteers. This dedicated group of over 350 volunteers were invaluable. Here is a snapshot of the journey:

25 Teams 351 Volunteers 143 New Members 36 Days 3,500+ Volunteer Hours 1,300 Miles Traveled

90 Site Visits 176 Programs Funded 3 Counties

2013-2014 United Way Allocations Team Leaders

Beth Barfield, Glades County School District

Scott Bass, Glades County School District

Patricia Bell, Community Volunteer

Bill Blevins, Encore Bank, N.A

MaryBeth Carroll, Hilliard Brothers

John Clinger, Clinger, Sizemore and Associates, Bank of America/Merrill Lynch

Kelli Eastman, Bonita Bay Group

Katherine English, Pavese Law Firm

Craig Folk, Miller, Helms and Folk

John Fraley, SymMetric Revenue Solutions

Greg Gutheim, BB&T

Cindy Hawkins, Wiltshire Whitley Richardson and English, CPA

Richard Johnston Jr., Johnston Champeau, LLC

Cary Kleinfield, Raymond James and Associates

Marianne Meola, Key Private Bank

Pat O'Donnell, O'Donnell Landscapes, Inc.

Tommy Perry, Johnson - Prewitt & Assoc. Inc.

Lourdes Pietri, Lee Memorial Home Health

Sandy Robinson, Northern Trust Company

Karen Ryan, LCEC

William Schroeder, U.S. Trust

Mary Vlasak Snell, Pavese Law Firm

Tulio Suarez, Henderson, Franklin, Starnes & Holt, P.A.

Jordi Tejero, CRS Technology Consultants

Andy Tilton, Johnson Engineering

Tom Uhler, Uhler and Vertich Financial Planners

Bill Valenti, iBERIABANK

Robert Wilson, ENTERPRISE Holdings

Ron Zimmerly, City of LaBelle

2013-2014 Allocations Team Members Team 1 Interfaith Charities, FGCU Scholar’s Club, Catholic Charities Greg Gutheim, BB&T Julian Agollari, Publix Super Markets Bob Beville, Waterman Broadcasting Steven Chaipel, CliftonLarsonAllen Bob Davis, Turbine Generator Maintenance Katherine Dougherty, Galloway Family of Dealerships Sybil Edgar, Community Volunteer Richard Fain, Encore Bank, N.A Les Hassen, ENTERPRISE Holdings Kevin Kerton, BB&T - Oswald Trippe & Company Robert (Bob) Shearman, Henderson, Franklin,

Starnes & Holt, P.A. Mark Webb, Lykes Insurance, Inc Scott White, Scott White Advisors Team 2 Bonita Springs Assistance Office, South County Family YMCA, American Red Cross Pat O'Donnell, O'Donnell Landscapes, Inc. Jeanne Burmeister, EverBank Bill Douglas, Pelican Landing Community Barry Frey, Frey and Son Homes Anita Garvalia, Community Volunteer Douglas Grauer, Dillards Tom Guess, First Citizens Bank Mike Hamilton, Publix Super Markets Ralph Haskins, Minto Communities John Martin, Costco Jerry McPherson, Bonita Bay Community Association Jacklyn Moreland, Chico's FAS, Inc. Ana Pavletic, The Castle Group Lealla Stoutenburg, Hyatt Regency Coconut Point

Resort and Spa Mike Tennant, ENTERPRISE Holdings

Team 3 HOPE Clubhouse, Senior Friendship Center, AFCAAM Sandy Robinson, Northern Trust Company Richard Bundy, Chico's FAS, Inc. Jeff Carter, Chase Bank Noelle Casagrande, Chico's FAS, Inc. Mary Danitz, Florida Shores Bank David Fry, Community Volunteer John Gavin, Gavin's Ace Hardware Sally Jackson, Lee Memorial Health System Donna Lovejoy, City of Fort Myers Rick Passera, Lee County Tax Collector's Office Bruce Schultz, First Bank Matt Shell, Markham Norton Mosteller Wright and

Company Carrie Smith, General Electric Co Ted Sottong, Studio Architecture Jeff Tuscan, Tuscan and Associates Stu Williams, ENTERPRISE Holdings Margaret Wuerstle, SWFL Regional Planning Council Team 4 Boys and Girls Clubs, Hope Health Care Services, Lutheran Services Florida Craig Folk, Miller, Helms and Folk Drew Ebersole, ENTERPRISE Holdings Terri Gilby, Alliance Financial Group Molly Grubbs, Hodges University Anne Hansen, FGCU Eugene Lyall, LCEC Bill Martin, FineMark National Bank & Trust Noelle Melanson, Melanson Law PA Danny Morgan, First Citizens Bank Anne Murray, Community Volunteer Gilberto Perez, Gilberto Perez,P.A. Flora Sanchez, Virtual Office of Florida Joyce Shaffner, U.S. Postal Service Victoria Stephan, Stephan Consulting, LLC Bryon Taylor, Lee Memorial Health System Sharon Thompson, Hughes, Snell, & Associates

2013-2014 Allocations Team Members Team 5 FISH of Sanibel, Harry Chapin Food Bank, Epilepsy Services John Fraley, SymMetric Revenue Solutions Kathy Arseneau, Costco Cindy Burgess, Bonita Springs Chamber of

Commerce Colleen DePasquale, Greater Fort Myers Chamber of

Commerce Brittany Esmieu, SymMetric Revenue Solutions Joe Janoschka, BB&T Bill Kennedy, Northern Trust Company Frank McCallister, SymMetric Revenue Solutions Mary Grace Stamper, DEP Julie Vaughn, LCEC Andrew Warren, ENTERPRISE Holdings Corey Wilson, LPL Financial Team 6 Lighthouse, IMPACT, Dr. Piper Center William Schroeder, U.S. Trust Greg Brock, Allstate Insurance Carla Brosy, Bank of America Heather Chouinard, iBERIABANK Amy Fontaine, Barraco and Associates Matt Hamerling, ENTERPRISE Holdings Eric McCullough, Publix Super Markets Diana McGee, US Senator Bill Nelson Kim Nyberg, Edison National Bank Andrew Reddish, Bank of America Julie Richards, Merill Lynch Debbie Rybka, Busey Bank David Salmons, Target Leigh Scrabis, CRA-City of Fort Myers Bethany Trevett, Allyn International Randy Wright, Markham Norton Mosteller Wright and

Company

Team 7 Quality Life Center, Alvin A. Dubin Alzheimer’s Resource Center, Voices for Kids Bill Valenti, iBERIABANK Bridgett Ashford, Fowler White Boggs P.A. John Bobb, Investors' Security Trust Company Gary Griffin, B & I Contractors Andrew Kohne, Cypress Lake Country Club Mindy LaCroix, Dana Vidussi, CPA Erin Lee, Chico's FAS, Inc. Bret Lutsky, Paychex Jen McGrath, ENTERPRISE Holdings Maureen Meltzer, Myers, Brettholtz & Company Jennifer Molnar, Paychex David Oliver, Chico's FAS, Inc. Zach Robinson, Publix Super Markets Ed Rodgers, Cypress Lake Country Club Trevor Whitley, Marquis Wealth Management Group Paulette Wyrock, Alico, Inc Team 8 Children’s Network, Healthy Start, Boy Scouts Mary Vlasak Snell, Pavese Law Firm Julie Drake, Pavese Law Firm Mary Hart, Community Volunteer Susan Huemmer-Bergman, Chico's FAS, Inc. Philip Loiacano, Investors' Security Trust Company Gina Lombardo, Bishop Verot HS Ross Martin, Ameriprise Financial Services Jeff Moes, FineMark National Bank & Trust Kathy Neggers, General Electric Co Brian O'Connell, Marquis Wealth Management Group Janeth "AJ" Paez, Chico's FAS, Inc. Todd Rickner, Publix Super Markets Reggie Snell, Lee County School District Steve Wilson, Encore Bank, N.A

2013-2014 Allocations Team Members Team 9 Lehigh Community Services, Child Care of Southest Florida, Lee County Legal Aid Cary Kleinfield, Raymond James and Associates Brooklyne Berry, Target Bruce Boyd, Community Volunteer David Collins, Mutual of Omaha Bank Christopher Davison, Island Inn Laura Epperly, Target Rebecca Goff, Costco Michelle Hudson, MLS Creative Concepts Jamie Krichbaum, Marquis Wealth Management

Group Janette L'Heureux, Leading Edge Benefit Advisors,

LLC Jamie Mauer, Roetzel & Andress Jennifer McClain, LCEC Theresa Shea-See, Costco Regina Toops, D.R. Horton Tina Turi-Shelley, Wells Fargo Advisors LLC Team 10 Amigos Center, Café of Life, Literacy Council Gulf Coast Kelli Eastman, Bonita Bay Group Shelley Anderson, FineMark National Bank & Trust Bob Boudreau, Lighthouse Bay - The Brooks Cecile Boudreau, Lighthouse Bay - The Brooks Robin Cook, Regions Bank Matt Culp, ENTERPRISE Holdings Robin Hawkins, Chico's FAS, Inc. Shirlene Industrious, The Club at Mediterra Connie Lizak, Shadow Wood Preserve - The Brooks Ed Lizak, Shadow Wood Preserve - The Brooks Susan Malach, MLS Title Kathia Ogando, Soma Intimates Kathy Schmitt, FPL Cindy Scragg, Tween Waters Inn Ken Smith, Publix Super Markets Bob Wade, Bonita Bay Community

Team 11 CCMI, Beacon of Hope, Lifeline Family Center Jordi Tejero, CRS Technology Consultants Diana Almeida, ENTERPRISE Holdings Mark Collum, Lee Memorial Health System Doug Dodson, HealthPark Florida Jonathan Gabel, Priority Payments of SWFL Deborah Johnson, Canterbury School Nola LaRose, CRS Technology Consultants Trish Lassiter, LCEC Cie Mora, Lee Memorial Health System Dana Nicloy, LCEC Karen Ramos, City of Cape Coral Elizabeth Robinson, Lee Memorial Health System Monica Sebastian, Physicians' Primary Care of

SWFL Patty Sorrels, City of Cape Coral Eileen Turtch, LCEC Nicole Zanni, 5/3 Bank Team 12 The Salvation Army, Big Brothers Big Sisters, We Care Cindy Hawkins, Wiltshire Whitley Richardson and

English, CPA Dan Adams, Stevens Construction Sharon Arnold, Gravina, Smith, Matte & Arnold

Marketing and Public Relations Shernette Atkinson, BB&T - Oswald Trippe &

Company Julio Barina, Hill, Barth and King, LLC Kara Crider, Desco, LLC Joe D'Ambrosio, Wiltshire Whitley Richardson and

English, CPA Erin Gaffney, ENTERPRISE Holdings Dana Hume, Johnson Engineering Alison Hussey, Pavese Law Firm Pat Randolph, Lexington Community Kim Royal, Riverchase & Spa Blue Dean Schreiner, Desco, LLC Andy Sheppard, Synovus Bank Dotty St. Amand, Arden Courts Karen Toro, Blue Cross Blue Shield Hans Wilson, Hans Wilson & Associates, Inc

2013-2014 Allocations Team Members Team 13 Girl Scouts, PACE Center for Girls, Early Learning Coalition Richard Johnston Jr., Johnston Champeau, LLC Jeffrey Basik, Retirement Advisors, Inc Lee Bellamy, Homewood Suites Ginny Dickinson, City Mattress Lee Hahn, B & I Contractors Jeff Kennedy, Publix Super Markets Melissa Kennedy, Publix Super Markets Arlene Knox, Edison State College Geri Lane, Interop Technologies Mary Lofton, Alico Inc Donna Mutzenard, Island Coast FEA Service Unit Don Paight, City of Fort Myers David Potter, Fowler White Boggs P.A. Dennis Ward, Pine Island Community William Wiltshire, Wiltshire Whitley Richardson and

English, CPA Team 14 Good Wheels, Children’s Advocacy Center, East United Way House John Clinger, Clinger, Sizemore and Associates,

Bank of America/Merrill Lynch Cynthia Brasher, Lee Memorial Health System Michael Clark, United Mechanical Justin Duck, ENTERPRISE Holdings Jon Engh, Busey Bank Tina Matyja, LCEC David McLemore, Publix Super Markets John Miller, Henderson, Franklin, Starnes & Holt Nastia Pak-Galvin, Interop Technologies Dave Pohl, Community Volunteer Tracey Stewart-Powell, Chico's FAS, Inc. Kenneth Walker, Community Volunteer Darren Wallace, Henderson, Franklin, Starnes & Holt Stephanie Webb, Community Volunteer

Team 15 The Heights Center, Partners for Breast Cancer Care, AMIkids Southwest Florida Patricia Bell, Community Volunteer Karetha Bouchard, adknowledge Gray Davis, BB&T - Oswald Trippe & Company Kristin Diiorio, iBERIABANK Josh Greco, ENTERPRISE Holdings Brian Hamman, CenturyLink Bill Lamon, CRS Technology Consultants Doris Maitland, Lee County Clerk of Courts Todd Mauer, AT&T Sean Phillips, Omni Fitness Malinda Schneider, FineMark National Bank & Trust Tonya Schrott, Zoomers Sara Sweesy, Lee County Clerk of Courts Kelsey Thompson, Markham Norton Mosteller Wright

and Company Ed White, Community Volunteer Vicky White, Community Volunteer Nicole Young, Chase Bank Team 16 Special Equestrians, Goodwill Industries, NAMI Lourdes Pietri, Lee Memorial Home Health Linda Doggett, Lee County Clerk of Court Chrystine Galvan, ENTERPRISE Holdings Jim Hafner, River Hall Community Barbara Hartman, Southwest Florida Works Jeff Henderson, Belk - Gulf Coast Town Center Kathleen Johnson, Miller, Helms and Folk Don Jones, The Home Depot Buddy Kubesh, Publix Super Markets Arlene Lashey, Henderson, Franklin, Starnes & Holt Gene Meyers, Southwest Florida International Airport Jim Mitchell, Fifth Third Bank Catherine Palmisano, Hughes, Snell, & Associates Bill Turner, iBERIABANK Keith Wheeler, Stroemer & Company Mark Wilke, The Home Depot Diana Willis, Jason's Deli

2013-2014 Allocations Team Members Team 17 Lee Mental Health Center, SWFAS, Lee Mental Health Triage Cetner Bill Blevins, Encore Bank, N.A Karen Ryan, LCEC Jeff Brown, Mutual of Omaha Bank Ron Gavin, Gavin's Ace Hardware Carlos Kelly, Henderson, Franklin, Starnes & Holt Jennifer Nelson, DEP Stan Nelson, Lee County Sheriff's Office Jacque Rippe, Community Volunteer Johany Rosario, Keepsake Plants Jonathan Sheffler, ENTERPRISE Holdings Brad Shultz, Encore Bank, N.A Sharon Torregrossa, Casa Ybel Resort/Blush Tom Whiteside, HF Scientific Tracy Wilson, B & I Contractors Team 18 Our Mothers Home, Blessings in a Backpack, Bonita Springs Lions Eye Clinic Tom Uhler, Uhler and Vertich Financial Planners Liz Aurensan, Edison National Bank Mae Claire Branton, Turbine Generator Maintenance Kathy Caldwell, Riva Del Lago Carl "Joe" Coleman, Fowler White Boggs P.A. Justin Damiano, Comcast Jon Ellsworth, ENTERPRISE Holdings Betsy Gomez, Chico's FAS, Inc. Chauncey Goss, Goss Practical Solutions David Hall, Sanibel Captiva Community Bank Linda Linnehan, Community Volunteer Susan McCallion, Community Volunteer Cora Molloy, Henderson, Franklin, Starnes & Holt Corey Vertich, Uhler and Vertich Financial Planners Lisa Walker Heidrick, Heidrick Consulting

Team 19 Brightest Horizons, Abuse Counseling & Treatment, Lee County School District Social Norming Marianne Meola, Key Private Bank Robert Bond, jcpenney Joe Broughton, Burgess Brant Consulting Engineers Gail Chaipel, Community Volunteer Robert Crone, Shell Point Ryan Dixon, Fifth Third Bank Michelle Hidalgo, CPA Derya Onaran, Chico's FAS, Inc. Gary Richardson, LCEC Linda Rodgers, Community Volunteer Laura Scott, ENTERPRISE Holdings Marcia Whitehead, LarsonAllen, LLP Team 20 Family Health Centers, LARCTulio Suarez, Henderson, Franklin, Starnes & Holt Juan Capistran, Busey Bank Leslee Chapman, Town of Fort Myers Beach Jennifer Cole, Chico's FAS, Inc. Patti Garlow, ENTERPRISE Holdings Lucinda Henry, Cypress Cove at HealthPark Florida Brandon Johnson, Fifth Third Bank Christie Knudsen, South Trail Fire & Rescue Dennis Landfried, FineMark National Bank & Trust Robin Mixon, Hans Wilson & Associates, Inc Todd Morrison, Chico's FAS, Inc. Beth Nash, Chico's FAS, Inc. AJ Satyal, DEP Kevin Tait, Pelican Preserve Teresa Walker, SunTrust Bank

2013-2014 Allocations Team Members Team 21 Island Coast AIDS Network, Children’s Home Society, Children’s Home Society Bridges Rob Wilson, ENTERPRISE Holdings Anne Marie Burchill, Chico's FAS, Inc. Mark Chase, Wells Fargo Advisors LLC Tom Coleman, Fowler White Boggs P.A. Rio DeArmond, Edison State College Erin Garcia, CNL Bank Rob Halloy, ENTERPRISE Holdings Brandi Howell, Stroemer & Company Jon Iglehart, DEP Angela McNulty, Myers, Brettholtz & Company Jeff Mudgett, Parker Mudgett Smith Architects Debra Newell, iBERIABANK Kelly Robichaud, ENTERPRISE Holdings Tara Ruska, Hill, Barth and King, LLC Sonia Sanchez, ENTERPRISE Holdings Leo Williams, Costco Team 22 Children’s Advocacy Center, Alvin A. Dubin Alzheimer’s Resource Center, Literacy, Children’s Home Society, Bridges, RCMA, Girl Scouts Katherine English, Pavese Law Firm Sally Berg, Hendry County School Board Deborah Clement, Center State Bank Dick Crockett, Bryan Paul Citrus Janeen Elliott, Center State Bank Michael Jordan, Community Volunteer Paul Martin, Kolter Company Phil Pelletier, Hendry County Property Appraiser Team 23 Agape Home, Hope Connections, Harry Chapin Food Bank, American Red Cross, Healthy Start Scott Bass, Glades County School District Beth Barfield, Glades County School District Angie Colgrove, Glades County EOC Skip Fricke, The Anderson's Inc. Duane Pottorff, Glades Sheriff Jerrylynn Schleuter, City of MooreHaven Patricia Storti, Lykes Bros. Mike Willis, The Anderson's Inc.

Team 24 Hendry Glades Mental Health, Child Care of Southwest Florida, Goodwill Industries, The Salvation Army, Abuse Counseling & Treatment Tommy Perry, Johnson - Prewitt & Assoc. Inc. MaryBeth Carroll, Hilliard Brothers Jodi Bell, Hendry County School Board Cindy Carroll, Community Volunteer Mali Gardner, First Bank Marilyn McCorvey, City of Clewiston Doug VanStrijp, Southern Gardens Team 25 Lighthouse, Boy Scouts, Good Wheels, South County Family YMCA, Big Brothers Big Sisters, Voices for Kids, Healthy Families Andy Tilton, Johnson Engineering Ron Zimmerly, City LaBelle Jennifer Davis, Hendry County Ivon Fernandez, Alico, Inc Jeff Gibbs, Edison State College Gregg Gillman, Hendry County Economic Development Bill Hamilton, Pease River Citrus Capt. Susan Harrelle, Hendry County Sheriff's Office Tom Parrish, Family Eye Care Bianca Ross, Hendry County DOH   

 

 

Agency and Program(s)2014 Total 

Recommended Allocation

Lee County Allocation

Hendry & Glades County 

Allocation 

Okeechobee County 

AllocationAbuse Counseling & Treatment (ACT)Shelter for Abused Women and Children  $166,246Counseling  for Abused Women  $145,454Rural Outreach – Hendry Glade  $4,500TOTAL $316,200 $311,700 $4,500Agape HomeRehabilitation Program for Women  $11,000TOTAL $11,000 $11,000AFCAAMDunbar Reading Program  $27,000Harlem Heights Reading Program  $18,000TOTAL $45,000 $45,000Alvin A. Dubin Alzheimer's Resource CenterAlzheimer Health Education  $32,500Alzheimer Crisis Intervention  $13,000Alzheimer Information and Referral  $19,575Alzheimer Counseling  $32,675Information, Referral, Counseling : Hendry County  $2,000TOTAL $99,750 $97,750 $2,000American Red CrossDisaster Response ‐ Lee $20,000Disaster Volunteer Recruitment and Training ‐ Lee $30,000Disaster Preparedness ‐ Lee $75,000Services to the Armed Forces ‐ Lee $22,000Disaster Preparedness ‐ Hendry Glades $1,000Disaster Response ‐ Hendry Glades $1,500Services to the Armed Forces Hendry / Glades $1,500TOTAL $151,000 $147,000 $4,000AMIkids SWFLFamily Counseling $70,000TOTAL $70,000 $70,000

Agency and Program(s)2014 Total 

Recommended Allocation

Lee County Allocation

Hendry & Glades County 

Allocation 

Okeechobee County 

AllocationAmigos CenterFamily Immigration Services  $32,000TOTAL $32,000 $32,000Beacon of HOPEPine Island United Way House and Programs  $16,000GED Preparation $4,000Students Achieving Success  $3,000TOTAL $23,000 $23,000Big Brothers Big Sisters of the SuncoastOne to One Mentoring – School Based $35,000One to One Mentoring – Community Based $30,000One to One Mentoring – Hendry Glades $2,000TOTAL* $74,380 $65,000 $2,000Blessings in a Backpack, Lee CountyBackpack Program  $6,000TOTAL $6,000 $6,000Bonita Springs Assistance OfficeChoice Pantry  $7,000Emergency Assistance  $40,000Bonita Springs United Way House and Programs  $18,000TOTAL $65,000 $65,000Bonita Springs Lions Eye ClinicEye Clinic  $10,000TOTAL $10,000 $10,000Boy Scouts of AmericaLearning for Life Program           $113,500Multicultural Scout Reach  $40,000Hendry County Scouting $2,500TOTAL $156,000 $153,500 $2,500

Agency and Program(s)2014 Total 

Recommended Allocation

Lee County Allocation

Hendry & Glades County 

Allocation 

Okeechobee County 

AllocationBoys & Girls Club Lee CountyPueblo Bonita Boys and Girls Club Unit  $37,000Lehigh Acres Boys and Girls Club Unit $37,000Renaissance Boys and Girls Club Unit  $37,000Shady Oaks Boys and Girls Club Unit $37,000Suncoast Boys and Girls Club Unit $37,000East Lee County Boys and Girls Club Unit $17,380TOTAL* $217,140 $202,380Brightest HorizonsChild Care Program  $25,000TOTAL $25,000 $25,000Café of LifeDaily Meal Program $15,000TOTAL $15,000 $15,000Catholic Charities Human Trafficking Rescue Project  $7,000Senior Support Services  $56,710Family Support Program  $14,076Bonita Springs Positive Youth Development Program  $36,214TOTAL $114,000 $114,000Child Care of Southwest FloridaChild Care Scholarships: Lee $80,600Child Care Scholarships: Hendry Glades $15,000TOTAL $95,600 $80,600 $15,000Children's Advocacy CenterFamily Alliance  $50,600Child Abuse Prevention Program $157,500East Fort Myers United Way House and Programs  $43,000Child Protection Team $5,000Families First $5,000Family Alliance – Hendry Glades $3,000TOTAL $264,100 $261,100 $3,000

Agency and Program(s)2014 Total 

Recommended Allocation

Lee County Allocation

Hendry & Glades County 

Allocation 

Okeechobee County 

AllocationChildren's Home SocietyHealthy Families Lee  $145,886Bridges Initiative: Lee County  $71,400Bridges Initiative: Hendry Glades  $2,000TOTAL $219,286 $217,286 $2,000Children's NetworkRelative and Non Relative Caregiver Assistance $22,000TOTAL $22,000 $22,000Community Cooperative MinistriesMeals on Wheels  $50,000Building Stronger Families  $50,000Everyday Café: Cape Coral  $7,000Everyday Café: Dunbar  $30,000Everyday Markets & Mobile Pantries  $35,000Montessori Preschool  $30,000Elementary School Backpack Program  $25,000Bank On Program ‐ Café Education $5,000Cape Coral United Way House and Programs  $41,500Dunbar United Way House and Programs  $41,500TOTAL $315,000 $315,000Community InitiativesPublix Emergency Assistance Fund $118,000LCEC Power To Share $50,000United Way 211 $335,722 $26,200United Way Volunteer Center $86,154United Way Houses $20,000 $11,800The Unite Collaboration Award  $5,000Capacity Partnership with the Southwest Florida Community Foundation $5,000Volunteer Income Tax Assistance (VITA) Program $56,000 $2,000 $2,000Community Building Program / Initiatives  $90,200TOTAL $808,076 $766,076 $40,000 $2,000

Agency and Program(s)2014 Total 

Recommended Allocation

Lee County Allocation

Hendry & Glades County 

Allocation 

Okeechobee County 

AllocationDr. Piper CenterSenior Companion Program  $26,000Foster Grandparent Program  $20,000Faith in Action Program  $5,000TOTAL $51,000 $51,000Early Learning CoalitionSubsidized Child Care  $40,000Quality Initiatives  $40,000TOTAL $80,000 $80,000Epilepsy Services of Southwest FloridaCase Management Program  $15,000TOTAL* $23,364 $15,000Family Health CentersHealthy Body‐Healthy Soul Breast and Cancer Program  $37,000TOTAL $37,000 $37,000FISH of SanibelNeighbors Helping Neighbors Program  $25,000Sanibel United Way House and Programs  $10,000TOTAL $35,000 $35,000Girl Scouts of Gulfcoast FloridaHispanic, Minority and Low Income Scouting Initiative ‐ Lee $34,000Hispanic, Minority and Low Income Scouting Initiative ‐ Hendry $3,000TOTAL $37,000 $34,000 $3,000Good WheelsTransportation for the Disabled and Disadvantaged  $78,000Meals on Wheels Assistance $10,000Transportation for the Disabled and Disadvantaged ‐  Hendry Glades $15,000Transportation for Healthy Families  $5,000TOTAL $108,000 $88,000 $20,000

Agency and Program(s)2014 Total 

Recommended Allocation

Lee County Allocation

Hendry & Glades County 

Allocation 

Okeechobee County 

AllocationGoodwill Industries of Southwest FloridaPalm Beach United Way House and Programs  $20,000Clewiston United Way House $2,250Moore Haven United Way House $2,250Suncoast Community United Way House $22,000Bonita Springs United Way House $10,000North Fort Myers Job Link Program  $10,000Heights Job Link Program  $11,400Cape Coral Job Link Program  $11,400Pine Island Job Link Program  $4,500Lehigh Job Link Program  $10,000Dunbar Job Link Program  $4,500Beyond Jobs $5,000Mobile Job Link $10,000TOTAL $123,300 $118,800 $4,500FGCU Scholars ClubScholars’ Club  $20,000TOTAL $20,000 $20,000Harry Chapin Food BankFood Distribution  $124,345Summer Mobile Feeding Program $5,000Food Distribution ‐ Hendry Glades $6,000TOTAL $135,345 $129,345 $6,000Healthy Start of Southwest FloridaPre‐Natal Outreach and Education ‐ Lee $40,750Pre‐Natal Outreach and Education ‐ Hendry Glades $5,000TOTAL $45,750 $40,750 $5,000Healthy FamiliesHealthy Families Program $13,000TOTAL $13,000 $13,000

Agency and Program(s)2014 Total 

Recommended Allocation

Lee County Allocation

Hendry & Glades County 

Allocation 

Okeechobee County 

AllocationHendry Glades Mental HealthIndigent Drug Program  $18,000TOTAL $18,000 $18,000Hope ClubhouseTransitional Employment for People with Mental Illness $15,000TOTAL $15,000 $15,000Hope Health Care Services Hope Parkinson’s Program $30,000Hope Connections Meal Program $25,000Hope VNA  $5,000TOTAL $60,000 $35,000 $25,000IMPACT For Developmental Education Early Intervention Therapies  $39,0001st IMPACT  $45,000Home Based Early Intervention  $15,000Pre‐K Exceptional Student Education  $25,000Bridging the Gap  $5,000TOTAL $129,000 $129,000Interfaith Caregivers of South LeeClient Assistance Program  $42,600Estero/San Carlos United Way House and Programs  $25,000TOTAL $67,600 $67,600Aids Healthcare Foundation ‐ Island Coast AIDS NetworkCase Management Program   $35,000HIV/AIDS Direct Assistance   $35,000HIV/AIDS Medical Clinic $12,000TOTAL $82,000 $82,000LARCSupported Job Training  $154,902Day Activity Training for Developmentally Disabled Adults  $38,002Group Homes for Developmentally Disabled Adults  $49,096TOTAL $242,000 $242,000

Agency and Program(s)2014 Total 

Recommended Allocation

Lee County Allocation

Hendry & Glades County 

Allocation 

Okeechobee County 

AllocationLee County Legal Aid SocietyFamily Law ‐ Child Support Assistance Program  $90,000TOTAL $90,000 $90,000Lee Mental HealthOutpatient Therapy  $246,392Bob Janes Triage Center  $20,000TOTAL $266,392 $266,392Lehigh Community ServicesLehigh United Way House and Programs  $20,000Client Assistance Programs $75,100Food Pantry $5,000TOTAL $100,100 $100,100Lifeline Family CenterNursery Program for New Moms  $10,000TOTAL $10,000 $10,000Lighthouse of SWFLIndependent Living ‐ Lee $64,000Independent Living‐ Hendry Glades $2,000TOTAL $66,000 $64,000 $2,000Literacy Council of the Gulf CoastEnglish Language Instruction  $40,000 $2,000Bonita Springs United Way House and Programs  $20,000Kids Plus School based Literacy Program  $40,000Moms and Tots Program  $63,000Kids Plus School based Literacy Program Hendry County  $2,000TOTAL $165,000 $163,000 $2,000Lutheran ServicesCounseling/Oasis Run A Way Shelter  $25,000TOTAL $25,000 $25,000

Agency and Program(s)2014 Total 

Recommended Allocation

Lee County Allocation

Hendry & Glades County 

Allocation 

Okeechobee County 

AllocationNAMI Lee CountyCrisis Intervention Training $13,500Support Groups $15,000Information and Referral  $15,000TOTAL $43,500 $43,500Okeechobee Community Programs and InitiativesOkeechobee Community Programs and Initiatives $80,000TOTAL $80,000 $80,000Our Mothers Home Mentored Living Program  $6,000TOTAL $6,000 $6,000Pace Center for GirlsTransition Services  $42,000TOTAL $42,000 $42,000Partners for Breast Cancer CareBreast Health Caravan  $16,000Breast Health Screening and Diagnostic Testing  $16,000TOTAL $32,000 $32,000Quality of Life CenterYouth Education Program $34,400Believe to Achieve Traing Program $4,300Social Service Program $4,300TOTAL $43,000 $43,000RCMAChild Care Match $5,000

$5,000 $5,000Senior Friendship CentersFriendship at Home  $25,000Health and Wellness Volunteer Physician Program $36,500Retired Senior Volunteer Program  $20,000Relief Respite Volunteer Program  $5,000TOTAL $86,500 $86,500

Agency and Program(s)2014 Total 

Recommended Allocation

Lee County Allocation

Hendry & Glades County 

Allocation 

Okeechobee County 

AllocationSouthwest Florida Addiction Services (SWFAS)Detox Program  $97,240Cape Coral United Way House  $20,000Adult Substance Abuse Day Program  $19,760TOTAL $137,000 $137,000South County Family YMCAChild Care Program $60,000Youth Fitness and Sports Programs  $45,000Teen Program  $30,000Youth Programs – Hendry County  $2,000TOTAL $137,000 $135,000 $2,000The Heights CenterHarlem Heights United Way House $10,000TOTAL $10,000 $10,000The Salvation ArmyFamily Services Unit  $127,600Crisis Management                 $67,500We Care Initiative $70,000Medical Unit                            $39,500Bonita Springs Counseling & Case Management $15,200North Fort Myers United Way House  and Programs  $10,000Direct Assistance  ‐ LaBelle, Clewiston and Moore Haven     $29,500Hendry County Assistance  $47,500Extended Stay Program  $5,000TOTAL $411,800 $334,800 $77,000Social Norming Lee County Public School sSocial Norming Substance Abuse and Tobacco Prevention $21,400Be The Wall  $3,600TOTAL $25,000 $25,000

Agency and Program(s)2014 Total 

Recommended Allocation

Lee County Allocation

Hendry & Glades County 

Allocation 

Okeechobee County 

AllocationSpecial EquestriansTherapeutic Riding Program $30,000TOTAL $30,000 $30,000Voices for KidsGuardian ad Litem Volunteer Program $32,500Guardian ad Litem Volunteer Program Hendry/Glades $2,000TOTAL $34,500 $32,500 $2,000*United Way Campus ‐ Big Brothers Big Sisters, Boys & Girls Club, Epilepsy $30,504**Designations to other United Ways, United Way and non‐United Way agencies $700,000GRAND TOTAL $7,022,683 $5,940,183 $270,500 $82,000

United Way of Lee, Hendry, and Glades Campaign Goal Building Sheet 

2013‐2014 Campaign  

   Total Amount for Agencies, Programs, and Initiatives        $7,022,683    Collection Loss Reserve                  $    499,247   Fundraising Cost                    $    549,065   United Way Management Costs              $    249,799   2013‐2014 Campaign Goal                 $8,320,794 

United Way of Lee, Hendry, and Glades 7273 Concourse Dr

Fort Myers, FL 33908 239.433.2000

www.unitedwaylee.org