OUR OPERATIONS & FINANCIAL SNAPSHOT MISSION STATEMENT To bring neighbors and resources together to improve lives in Union County.

AN OPEN-BOOK POLICY In an effort to be as accountable as possible, United Way is open and transparent when it comes to its financial records. Monthly statements are compiled by an independent CPA (Conrad, Leibold, Woerner & Company), and our annual

audit is conducted by another independent firm (Wilging, Roush & Parsons, CPAs). These documents are available by request. In addition, our annual IRS Tax Form 990 and annual audit are both available for review at www.UnitedWayofUnionCounty.org.

United Way of Union County meets all membership requirements set forth by United Way Worldwide. We also continue to meet all 20 Standards of Charitable Accountability established by the Better Business Bureau.

2016 FINANCIAL SNAPSHOT (UNAUDITED)LINE ITEM AMOUNT Beginning Balance Net Assets $1,035,558Total Income $754,675

Total Revenue & Other Support $962,032 Designated Gifts to Partner Agencies

and other United Ways ($171,239)Pledge Loss ($36,118)

Total Expenses ($783,002) Agency Allocations/Program Expenses ($585,039) Fundraising Expenses ($136,980) Administration Expenses ($51,943) United Way Worldwide Dues ($9,040)

Change In Net Assets ($28,327) Ending Balance Net Assets $1,007,231

MEMBERSHIP REQUIREMENTSEach year, United Way of Union County must prove that itmeets 12 requirements for United Way Worldwide membership along with the verification of the status of 70 indicators that demonstrate it embodies the intent of the membership requirements. Partner Agencies of the United Way of Union County pay no dues or service fees to be a part of our federation. Relations with Partner Agencies follow the Statement of Understanding found in United Way of Union County’s Fund Distribution Manual.

UNITED WAY STAFFSHARI MARSH, Executive Director ROBIN COFFEY, Campaign & Publicity Coordinator CONNIE NICKLE, Event Coordinator SHEILA PASSWATERS, Office Assistant

UNITED WAY OFFICE648 CLYMER ROAD, SUITE 120, MARYSVILLE, OH 43040 (937) 644-8381 WWW.UNITEDWAYOFUNIONCOUNTY.ORG

2016-17 BOARD OF TRUSTEES The United Way of Union County has been a valued community partner since it was founded in 1958. It is governed by an active and responsible governing body whose members serve three-year terms, have no materialconflict of interest, and serve without compensation.

TERMS EXPIRING 2017, ELIGIBLE FOR ANOTHER TERM DR. PHIL ATKINS, Mental Health & Recovery BoardDAVE GLEESON, Memorial HealthMARTY SHROYER, Scotts Miracle-Gro

TERMS EXPIRING 2018 LUANNE BECKSTEDT, Marysville Resident SHERRI COLEMAN, NationwideDIANE MANKINS, Marysville Exempted Village School DistrictSYLVIA MINSHALL-DYER, Nestlé Development Center Marysville CINDY RITTER, Marysville Resident MIKE ROSE, Union Rural ElectricEVAN SMITH, Liberty National Bank

TERMS EXPIRING 2019 ASHLEY BOYER, Memorial HealthANDY BRITT, Continental ContiTech KARA BROWN, Union County Board of DD BRUCE BULLERMAN, Richwood Bank DAVID DRUMMOND, Union County Resident SCOTT FAILOR, Nationwide BEN VOLLRATH, Dayton Power & Light

OUTGOING TRUSTEES—TERMS EXPIRE MARCH 2017 TONY EUFINGER, Eufinger Law Offices SHERIFF JAMIE PATTON, Union County Sheriff’s Office KEN YUNKER, Nestlé Development Center Marysville

2017-18 OFFICERS SCOTT FAILOR, President; SHERRI COLEMAN, Past President; DAVE GLEESON, Vice President; MARTY SHROYER, Treasurer; DAVID DRUMMOND, Assistant Treasurer; SYLVIA MINSHALL-DYER, Secretary; KARA BROWN, Assistant Secretary.

RECAP OF 2016-17 BOARD MEETINGS The United Way Board of Trustees met at 7:30 a.m. at the United Way office and other locations on these dates: Apr. 20; May 25; June 15; Aug. 17; Sept. 21; Oct. 19; Nov. 16; Jan. 18, 2017; Feb. 15, 2017; and Mar. 15, 2017.

SCHEDULE OF 2017-18 BOARD MEETINGS Future meetings of the United Way Board of Trustees are scheduled for 7:30 a.m. at the United Way office on these dates: Apr. 19; May 24; June 21; July 19; Aug. 16; Sept. 20; Oct. 18; Nov. 15; Dec. 20; Jan. 17, 2018; Feb. 21, 2018; and Mar. 21, 2018.

2016-17 ANNUAL REPORT

From United Way of Union County,

To Our Community

CHILDHOOD & YOUTH SUCCESS

ECONOMIC STABILITY

ACCESS TO HEALTH

SENIOR ENGAGEMENT

OUR MISSION TO BRING NEIGHBORS AND RESOURCES TOGETHER TO IMPROVE LIVES IN UNION COUNTY.

A donation doesn’t make you simply a donor to us—it makes you one of our supporters and one of our neighbors who are helping us achieve our mission. With that one gift, you’re supporting six area pantries, four senior centers, two shelters, a homeless prevention program, rent and utility assistance, disaster relief, prescription medication, hospice care, cancer support, youth activities, and more.

2016 Community Impact Assessment Report Dollars raised during the fiscal year are allocated to Four Impact Areas for the residents of Union County. Highlights include:

CHILDHOOD & YOUTH SUCCESS

1,145 – over 1,100 pre-school aged children in Union County are members of our Dolly Parton Imagination Library that

instills a love of reading from an early age. 13,739 books were delivered to the members of the Dolly Parton Imagination Library, helping to create a home library for each member.

800 – the total Union County membership of the Boy Scouts Simon Kenton Council and the Girl Scouts of Ohio’s Heartland, all of whom are learning leadership and character building skills throughout our community.

4 - Maryhaven has four Substance Abuse Prevention programs that provided 12,026 units of service to 1,681 residents.

ECONOMIC STABILITY

24,831 – a count of meals that were provided by the Food Pantry Network that includes pantries in Marysville, Milford Center, Plain City and Richwood. This network is overseen by The Salvation Army.

1,189 – close to 1,200 residents were provided personal hygiene items not covered by food stamps by our two Personal Needs Pantries: North Union Personal Needs Pantry and Union County Personal Needs Pantry.

539 – the amount of warm, safe shelter stays provided by the Heart of Ohio Homeless Shelter for 21 county residents.

More! American Red Cross provided disaster relief to the victims of 13 home fires and 1 home struck by lightning, helping to provide temporary shelter to prevent disaster homelessness.

ACCESS TO HEALTH

450 – the number of calls that received assistance to social service programs and referrals through the 2-1-1 Helpline.

150 – consumers receiving mental health support in a peer setting at the Wings Enrichment Center.

103 – cancer heroes who were provided patient assistance by the Union County Cancer Society.

17 – residents of our community that received guardianship services from Union County Guardians, helping to assist the legal management of their personal/financial affairs.

SENIOR ENGAGEMENT

83,409 – the total impact of meals provided by the Memorial Meals Program for approximately 4,564 residents through the Mobile Meals and Community Meals programs.

100 – over 100 Union County terminally ill residents were serviced by Loving Care Hospice and provided with short-term respite, bereavement and in-home care.

COMMUNITY PARTNERS FOR THE 2016-2017 CAMPAIGN

We are proud to have the following businesses support our Annual Campaign, through Employee or Corporate Giving! Abbott Employee Giving Campaign Active Healthy Lifestyles Acupuncture & More Adecco Advocare by Christina & Jim McDermott AEP AETNA African Safari Wildlife Park AGC Glass Co., North America Airstream, Inc. Alan Wilson, CPA, Inc. Allen, Yurasek, Merklin & Owens-Ruff Alliance Data Allstate Al's Leather Craft AmazonSmiles American Electric Power Amish Heritage Country Market

AmSpirit Business Connections Marysville Chapter Anthem Anytime Fitness Applebee's Armstrong Air & Space Museum Ashland, Inc. AT&T Autowise Service & Tire Center Avon by Sandy Evans Bank of America Bellefontaine City Schools Benjamin Logan Schools Black Wing Shooting Center Blues Creek Golf Club Bob Chapman Ford Bob Evans Boston's Restaurant & Sports Bar Buck Ridge Golf Course Buckeye Chiropractic & Wellness Budget Blinds of Marysville Cannizzaro, Bridges, Jillisky & Streng Cardinal Health CareTrain of Union County Carports by American Steel Carriage Court Cass Information Systems, Inc. Chase Checkered Flag Repair & Performance Cincinnati Zoo & Botanical Garden City of Columbus CCC City of Marysville Civista Bank Clarity Technology Solutions Cleveland Browns Click & Give Columbia Gas of Ohio Columbus Clippers Columbus Museum of Art Columbus Running Company

Community Action Organization Conrad, Leibold, Woerner and Company Consolidated Electric Cooperative, Inc. Continental ContiTech Cook Real Estate COSI Costco Wholesale Creative Towing Complete Auto Service Crown Motor Company Culver's of Marysville Cunningham Trucking, Inc. Dairy Queen Dave`s Pharmacy Dayton Power & Light Deloitte & Touche Dianna Griffin Photography DNV DonateWell DSW Dutch Mill Greenhouse Egreen Computers Emarysville.com Easton Towne Center Eli Lily Corporation Elks Eufinger Law Offices Experis Finance Express Express Scripts Fairbanks Local School District Fifth Third Bank First Energy Foundation FirstEnergy Forum Manufacturing Framed By Sara Franklin County CCC Fraternal Order of Eagles #3506 Giant Eagle Good as Gold Promotions GPD Group Grange Insurance Heartland of Marysville Hillview Farms Hogan Tire & Service Holiday Inn Express Home Depot Honda Accessory America, LLC. Honda Federal Credit Union Honda Lock R&D Honda of America, Mfg. Honda of Arizona Honda Transmission, Mfg. Huntington IDEXX Laboratories In Memory of Nancy Rohrs Industrial Ceramic Products Ingram Funeral Home Intelligrated Interim Health Care International Paper JB's Pet Corral Jerome Township

Jerome Township Fire Department Jerome Village Company John Deere Training Center Jonathan Alder Local Schools Keller Williams Kennedy Dental Kentucky Fried Chicken Knights of Columbus No. 5534 Kokosing Construction Kroger Kroger Rewards Labcorp Lambert Jewelers LeCrone Communications Leon's Garage Liberty National Bank Limited Brands Loving Care Hospice Lowe’s McAuliffe’s Ace Hardware McDonald’s Macy`s Mad River Mountain Maryhaven - Marysville Office Marysville Association of Realtors Marysville Business Association Marysville Evening Lions Club Marysville Exempted Village School District Marysville Moose Family Center Marysville Public Library McCarthy & Cox Meijer - Store 235 MVL Memorial Health Mental Health & Recovery Board Mettler Toledo United States Midwest Express Moriroku Technology North America Motorists Insurance Group Mount Carmel Health System Nationwide Nationwide Children`s Hospital Nestlé Development Center Marysville Network for Good North Union Local Schools OCLC Ohio Hi-Point Career Center Ohio Police & Fire Pension Fund Ohio Public Employees Retiree System Ohio State University CCC OhioHealth Pasquale’s Pizza and Pub Parker Parrott Implement Company Pathways Financial Credit Union Paychex Inc. Phoenix Bat Company PNC Foundation Pro Football Hall of Fame QT1270 RadioThon QuickLane Tire & Auto Center Rea & Associates Richwood Bank

Richwood Tire & Auto Center Richwood VFW Post #870 Ladies Auxilary Roscoe Village Foundation Rotary Club of Union County Schwebel Baking Company Scotts Miracle-Gro Company Scotts Miracle-Gro Company Store Select Sires Sheakley Sheila's Flowers & Gifts Showplace Inc. Spherion Splatter Park Paintball Squire Patton Boggs, LLP St. John Paul II Squires 5710 STARSET State of Ohio Employees Sumitomo Electric Wiring Systems, Inc. Sweet Life Farms T. Marzetti - Allen Division Taste of Marysville TECHnology SITE Planners, Inc. Ten Point Complete The Andersons, Inc. The Granville Inn The Old Bag of Nails Pub The Salvation Army Thomas & Marker Construction Tolles Career & Technical Center Touch of Faith Therapeutic Massage Transportation Research Center Tres Potrillos Mexican Restaurant True Oldies Truitt & Truitt Optometrists Turning Point U.S. Bank U-CO Industries Union County Auditor`s Office Union County Board of DD Union County Chamber of Commerce Union County Commissioners Office Union County DJFS Union County Engineer`s Office Union County Family YMCA Union County Foundation Union County Health Department Union County Prosecutor`s Office Union County Sheriff`s Office Union Propane Union Rural Electric UPS UWA

Veterans Of Foreign Wars of Ohio Charities/Post 3320 Wal-Mart Wasserstrom Wells Fargo Westfield Insurance Wheel of Fortune Whit`s Frozen Custard White Castle System, Inc. Wing Builders Worthington Industries

1. HONDA OF AMERICA, MFG.

2. SCOTTS MIRACLE-GRO

3. NATIONWIDE

4. UNION COUNTY RESIDENTS

5. NESTLÉ DEVELOPMENT CENTER

6. MEMORIAL HEALTH

7. MARYSVILLE SCHOOLS

8. RICHWOOD BANK

9. THE OHIO STATE UNIVERSITY

10. LIVE UNITED RADIOTHON ON QT-1270

11. PARKER

12. STATE OF OHIO

13. MEIJER

14. HONOR OUR HEROES RUNNERS

15. UNION COUNTY BOARD OF DD

16. DAYTON POWER & LIGHT

17. UPS

18. CONTINENTAL CONTITECH

19. COSTCO WHOLESALE

20. CITY OF MARYSVILLE

21. SUMITOMO ELECTRIC

22. UNION CO. DEPT. JOB & FAMILY SVS

23. SELECT SIRES

24. TECHNOLOGY SITE PLANNERS

25.MCCARTHY & COX

OUR TOP DONORS COMBINED CORPORATE & EMPLOYEE SUPPORT

$216,054

$126,976

$120,578

$39,591

$35,011

$28,751

$23,909

$21,415

$21,297

$14,000

$11,470

$10,080

$9,661

$9,619

$8,966

$8,930

$8,522

$7,202

$7,162

$6,522

$5,749

$5,510

$5,365

$5,325

$10,427

YEAR-IN-REVIEW WHAT YOU HELPED US DO!

United Way of Union County’s strong financial health and commitment to accountability and transparency have earned it a 4-star rating from Charity Navigator, America’s largest independent charity evaluator. The organization has advanced to this top distinction from a 3-star rating the previous year. Since 2002, using objective analysis, Charity Navigator has awarded only the most fiscally responsible organizations a 4-star rating. In 2011, Charity Navigator added 17 metrics, focused on governance and ethical practices as well as measures of openness, to its ratings methodology. These

Accountability & Transparency metrics, which account for 50 percent of a charity’s overall rating, reveal which charities operate in accordance with industry best practices and whether they are open with their donors and stakeholders. "It's important our donors trust that we're using

their donations wisely to accomplish our mission of ‘Bringing Neighbors & Resources Together to Improve Lives in Union County’," said Sherri Coleman, Board of Trustees President. "Our 4-star Charity Navigator rating demonstrates to our supporters our good governance and financial accountability."

Today, United Way of Union County is bringing people, organizations and communities together around a common cause, a common vision, and a common path forward. In our community, we're working to build up the cornerstones of education, financial stability and health—in partnership with our Funded Partner Agencies. We are bringing people together from all walks of life to be a part of local solutions. The following is a summary of the statistical impact that United Way and our Funded Partner Agencies are making, right here in Union County: Year-to-date totals through December 31, 2016: $628,211 total United Way funding used toward local

social service programs $2,626,417 total spent to provide these programs 23.92% of the funding used toward these programs

provided by the United Way Approximately 33,513 unduplicated residents served Approximately 312,731 units of service delivered

We were excited to welcome two new workplace campaign companies to our family this past year, with Costco Wholesale and Moriroku joining the team!

Union County’s first new Costco opened its 154,000-square-foot store in the Dublin Green shopping center in Jerome Township. The membership-

only warehouse club opened August 2016. Costco Wholesale Corporate is very supportive of United Way and the organizations in the communities where they are located. We are so grateful to have them here in Union County! Moriroku Technology North America, an automotive parts manufacturer, joined the campaign this year with a terrific start! The Moriroku Team had been involved for years with the United Way in Darke County, where their headquarters is located. The Marysville Team stepped right up and showed their fantastic associate support, and we look forward to having them join us for years to come! Thank you to the associates from Costco and Moriroku!

NEW COMPANIES JOIN OUR WORKPLACE CAMPAIGN TO BENEFIT THE UNION COUNTY COMMUNITY

TOTAL ANNUAL NUMBERS FOR UNITED WAY SUPPORT IN REGION

UNITED WAY OF UNION COUNTY EARNS FOUR-STAR RATING FROM GUIDESTAR

CHARITABLE STANDARDS UPDATE United Way of Union County meets all membership requirements set forth by United Way Worldwide. We also continue to meet all 20 Standards of Charitable Accountability established by the Better Business Bureau. 81 cents of every dollar donated goes directly to programming, well exceeding the BBB standard of 65 cents or more.

As times and technology change, so must the ways that we interact with our loyal donors! To keep up with these techno-changes, United Way of Union County added a new tool

to the fundraising toolbox this past year—mobile giving. We now have the capability to take pledges via a text-to-give platform. Donors can simply text UWUC to 91-999 to pledge any dollar amount. In addition, we can execute mobile giving at events or fundraisers.

NEW TECHNOLOGY ADDED TO CAMPAIGN TOOLBOX

1. HONDA OF AMERICA, MFG.

2. SCOTTS MIRACLE-GRO

3. NATIONWIDE

4. UNION COUNTY RESIDENTS

5. NESTLÉ DEVELOPMENT CENTER

6. MEMORIAL HEALTH

7. MARYSVILLE SCHOOLS

8. RICHWOOD BANK

9. THE OHIO STATE UNIVERSITY

10. LIVE UNITED RADIOTHON ON QT-1270

11. PARKER

12. STATE OF OHIO

13. MEIJER

14. HONOR OUR HEROES RUNNERS

15. UNION COUNTY BOARD OF DD

16. DAYTON POWER & LIGHT

17. UPS

18. CONTINENTAL CONTITECH

19. COSTCO WHOLESALE

20. CITY OF MARYSVILLE

21. SUMITOMO ELECTRIC

22. UNION CO. DEPT. JOB & FAMILY SVS

23. SELECT SIRES

24. TECHNOLOGY SITE PLANNERS

25.MCCARTHY & COX

OUR TOP DONORS COMBINED CORPORATE & EMPLOYEE SUPPORT

$216,054

$126,976

$120,578

$39,591

$35,011

$28,751

$23,909

$21,415

$21,297

$14,000

$11,470

$10,080

$9,661

$9,619

$8,966

$8,930

$8,522

$7,202

$7,162

$6,522

$5,749

$5,510

$5,365

$5,325

$10,427

YEAR-IN-REVIEW WHAT YOU HELPED US DO!

United Way of Union County’s strong financial health and commitment to accountability and transparency have earned it a 4-star rating from Charity Navigator, America’s largest independent charity evaluator. The organization has advanced to this top distinction from a 3-star rating the previous year. Since 2002, using objective analysis, Charity Navigator has awarded only the most fiscally responsible organizations a 4-star rating. In 2011, Charity Navigator added 17 metrics, focused on governance and ethical practices as well as measures of openness, to its ratings methodology. These

Accountability & Transparency metrics, which account for 50 percent of a charity’s overall rating, reveal which charities operate in accordance with industry best practices and whether they are open with their donors and stakeholders. "It's important our donors trust that we're using

their donations wisely to accomplish our mission of ‘Bringing Neighbors & Resources Together to Improve Lives in Union County’," said Sherri Coleman, Board of Trustees President. "Our 4-star Charity Navigator rating demonstrates to our supporters our good governance and financial accountability."

Today, United Way of Union County is bringing people, organizations and communities together around a common cause, a common vision, and a common path forward. In our community, we're working to build up the cornerstones of education, financial stability and health—in partnership with our Funded Partner Agencies. We are bringing people together from all walks of life to be a part of local solutions. The following is a summary of the statistical impact that United Way and our Funded Partner Agencies are making, right here in Union County: Year-to-date totals through December 31, 2016: $628,211 total United Way funding used toward local

social service programs $2,626,417 total spent to provide these programs 23.92% of the funding used toward these programs

provided by the United Way Approximately 33,513 unduplicated residents served Approximately 312,731 units of service delivered

We were excited to welcome two new workplace campaign companies to our family this past year, with Costco Wholesale and Moriroku joining the team!

Union County’s first new Costco opened its 154,000-square-foot store in the Dublin Green shopping center in Jerome Township. The membership-

only warehouse club opened August 2016. Costco Wholesale Corporate is very supportive of United Way and the organizations in the communities where they are located. We are so grateful to have them here in Union County! Moriroku Technology North America, an automotive parts manufacturer, joined the campaign this year with a terrific start! The Moriroku Team had been involved for years with the United Way in Darke County, where their headquarters is located. The Marysville Team stepped right up and showed their fantastic associate support, and we look forward to having them join us for years to come! Thank you to the associates from Costco and Moriroku!

NEW COMPANIES JOIN OUR WORKPLACE CAMPAIGN TO BENEFIT THE UNION COUNTY COMMUNITY

TOTAL ANNUAL NUMBERS FOR UNITED WAY SUPPORT IN REGION

UNITED WAY OF UNION COUNTY EARNS FOUR-STAR RATING FROM GUIDESTAR

CHARITABLE STANDARDS UPDATE United Way of Union County meets all membership requirements set forth by United Way Worldwide. We also continue to meet all 20 Standards of Charitable Accountability established by the Better Business Bureau. 81 cents of every dollar donated goes directly to programming, well exceeding the BBB standard of 65 cents or more.

As times and technology change, so must the ways that we interact with our loyal donors! To keep up with these techno-changes, United Way of Union County added a new tool

to the fundraising toolbox this past year—mobile giving. We now have the capability to take pledges via a text-to-give platform. Donors can simply text UWUC to 91-999 to pledge any dollar amount. In addition, we can execute mobile giving at events or fundraisers.

NEW TECHNOLOGY ADDED TO CAMPAIGN TOOLBOX

OUR MISSION TO BRING NEIGHBORS AND RESOURCES TOGETHER TO IMPROVE LIVES IN UNION COUNTY.

A donation doesn’t make you simply a donor to us—it makes you one of our supporters and one of our neighbors who are helping us achieve our mission. With that one gift, you’re supporting six area pantries, four senior centers, two shelters, a homeless prevention program, rent and utility assistance, disaster relief, prescription medication, hospice care, cancer support, youth activities, and more.

2016 Community Impact Assessment Report Dollars raised during the fiscal year are allocated to Four Impact Areas for the residents of Union County. Highlights include:

CHILDHOOD & YOUTH SUCCESS

1,145 – over 1,100 pre-school aged children in Union County are members of our Dolly Parton Imagination Library that

instills a love of reading from an early age. 13,739 books were delivered to the members of the Dolly Parton Imagination Library, helping to create a home library for each member.

800 – the total Union County membership of the Boy Scouts Simon Kenton Council and the Girl Scouts of Ohio’s Heartland, all of whom are learning leadership and character building skills throughout our community.

4 - Maryhaven has four Substance Abuse Prevention programs that provided 12,026 units of service to 1,681 residents.

ECONOMIC STABILITY

24,831 – a count of meals that were provided by the Food Pantry Network that includes pantries in Marysville, Milford Center, Plain City and Richwood. This network is overseen by The Salvation Army.

1,189 – close to 1,200 residents were provided personal hygiene items not covered by food stamps by our two Personal Needs Pantries: North Union Personal Needs Pantry and Union County Personal Needs Pantry.

539 – the amount of warm, safe shelter stays provided by the Heart of Ohio Homeless Shelter for 21 county residents.

More! American Red Cross provided disaster relief to the victims of 13 home fires and 1 home struck by lightning, helping to provide temporary shelter to prevent disaster homelessness.

ACCESS TO HEALTH

450 – the number of calls that received assistance to social service programs and referrals through the 2-1-1 Helpline.

150 – consumers receiving mental health support in a peer setting at the Wings Enrichment Center.

103 – cancer heroes who were provided patient assistance by the Union County Cancer Society.

17 – residents of our community that received guardianship services from Union County Guardians, helping to assist the legal management of their personal/financial affairs.

SENIOR ENGAGEMENT

83,409 – the total impact of meals provided by the Memorial Meals Program for approximately 4,564 residents through the Mobile Meals and Community Meals programs.

100 – over 100 Union County terminally ill residents were serviced by Loving Care Hospice and provided with short-term respite, bereavement and in-home care.

COMMUNITY PARTNERS FOR THE 2016-2017 CAMPAIGN

We are proud to have the following businesses support our Annual Campaign, through Employee or Corporate Giving! Abbott Employee Giving Campaign Active Healthy Lifestyles Acupuncture & More Adecco Advocare by Christina & Jim McDermott AEP AETNA African Safari Wildlife Park AGC Glass Co., North America Airstream, Inc. Alan Wilson, CPA, Inc. Allen, Yurasek, Merklin & Owens-Ruff Alliance Data Allstate Al's Leather Craft AmazonSmiles American Electric Power Amish Heritage Country Market

AmSpirit Business Connections Marysville Chapter Anthem Anytime Fitness Applebee's Armstrong Air & Space Museum Ashland, Inc. AT&T Autowise Service & Tire Center Avon by Sandy Evans Bank of America Bellefontaine City Schools Benjamin Logan Schools Black Wing Shooting Center Blues Creek Golf Club Bob Chapman Ford Bob Evans Boston's Restaurant & Sports Bar Buck Ridge Golf Course Buckeye Chiropractic & Wellness Budget Blinds of Marysville Cannizzaro, Bridges, Jillisky & Streng Cardinal Health CareTrain of Union County Carports by American Steel Carriage Court Cass Information Systems, Inc. Chase Checkered Flag Repair & Performance Cincinnati Zoo & Botanical Garden City of Columbus CCC City of Marysville Civista Bank Clarity Technology Solutions Cleveland Browns Click & Give Columbia Gas of Ohio Columbus Clippers Columbus Museum of Art Columbus Running Company

Community Action Organization Conrad, Leibold, Woerner and Company Consolidated Electric Cooperative, Inc. Continental ContiTech Cook Real Estate COSI Costco Wholesale Creative Towing Complete Auto Service Crown Motor Company Culver's of Marysville Cunningham Trucking, Inc. Dairy Queen Dave`s Pharmacy Dayton Power & Light Deloitte & Touche Dianna Griffin Photography DNV DonateWell DSW Dutch Mill Greenhouse Egreen Computers Emarysville.com Easton Towne Center Eli Lily Corporation Elks Eufinger Law Offices Experis Finance Express Express Scripts Fairbanks Local School District Fifth Third Bank First Energy Foundation FirstEnergy Forum Manufacturing Framed By Sara Franklin County CCC Fraternal Order of Eagles #3506 Giant Eagle Good as Gold Promotions GPD Group Grange Insurance Heartland of Marysville Hillview Farms Hogan Tire & Service Holiday Inn Express Home Depot Honda Accessory America, LLC. Honda Federal Credit Union Honda Lock R&D Honda of America, Mfg. Honda of Arizona Honda Transmission, Mfg. Huntington IDEXX Laboratories In Memory of Nancy Rohrs Industrial Ceramic Products Ingram Funeral Home Intelligrated Interim Health Care International Paper JB's Pet Corral Jerome Township

Jerome Township Fire Department Jerome Village Company John Deere Training Center Jonathan Alder Local Schools Keller Williams Kennedy Dental Kentucky Fried Chicken Knights of Columbus No. 5534 Kokosing Construction Kroger Kroger Rewards Labcorp Lambert Jewelers LeCrone Communications Leon's Garage Liberty National Bank Limited Brands Loving Care Hospice Lowe’s McAuliffe’s Ace Hardware McDonald’s Macy`s Mad River Mountain Maryhaven - Marysville Office Marysville Association of Realtors Marysville Business Association Marysville Evening Lions Club Marysville Exempted Village School District Marysville Moose Family Center Marysville Public Library McCarthy & Cox Meijer - Store 235 MVL Memorial Health Mental Health & Recovery Board Mettler Toledo United States Midwest Express Moriroku Technology North America Motorists Insurance Group Mount Carmel Health System Nationwide Nationwide Children`s Hospital Nestlé Development Center Marysville Network for Good North Union Local Schools OCLC Ohio Hi-Point Career Center Ohio Police & Fire Pension Fund Ohio Public Employees Retiree System Ohio State University CCC OhioHealth Pasquale’s Pizza and Pub Parker Parrott Implement Company Pathways Financial Credit Union Paychex Inc. Phoenix Bat Company PNC Foundation Pro Football Hall of Fame QT1270 RadioThon QuickLane Tire & Auto Center Rea & Associates Richwood Bank

Richwood Tire & Auto Center Richwood VFW Post #870 Ladies Auxilary Roscoe Village Foundation Rotary Club of Union County Schwebel Baking Company Scotts Miracle-Gro Company Scotts Miracle-Gro Company Store Select Sires Sheakley Sheila's Flowers & Gifts Showplace Inc. Spherion Splatter Park Paintball Squire Patton Boggs, LLP St. John Paul II Squires 5710 STARSET State of Ohio Employees Sumitomo Electric Wiring Systems, Inc. Sweet Life Farms T. Marzetti - Allen Division Taste of Marysville TECHnology SITE Planners, Inc. Ten Point Complete The Andersons, Inc. The Granville Inn The Old Bag of Nails Pub The Salvation Army Thomas & Marker Construction Tolles Career & Technical Center Touch of Faith Therapeutic Massage Transportation Research Center Tres Potrillos Mexican Restaurant True Oldies Truitt & Truitt Optometrists Turning Point U.S. Bank U-CO Industries Union County Auditor`s Office Union County Board of DD Union County Chamber of Commerce Union County Commissioners Office Union County DJFS Union County Engineer`s Office Union County Family YMCA Union County Foundation Union County Health Department Union County Prosecutor`s Office Union County Sheriff`s Office Union Propane Union Rural Electric UPS UWA

Veterans Of Foreign Wars of Ohio Charities/Post 3320 Wal-Mart Wasserstrom Wells Fargo Westfield Insurance Wheel of Fortune Whit`s Frozen Custard White Castle System, Inc. Wing Builders Worthington Industries

OUR OPERATIONS & FINANCIAL SNAPSHOT MISSION STATEMENT To bring neighbors and resources together to improve lives in Union County. AN OPEN-BOOK POLICY In an effort to be as accountable as possible, United Way is open and transparent when it comes to its financial records. Monthly statements are compiled by an independent CPA (Conrad, Leibold, Woerner & Company), and our annual

audit is conducted by another independent firm (Wilging, Roush & Parsons, CPAs). These documents are available by request. In addition, our annual IRS Tax Form 990 and annual audit are both available for review at www.UnitedWayofUnionCounty.org. United Way of Union County meets all

membership requirements set forth by United Way Worldwide. We also continue to meet all 20 Standards of Charitable Accountability established by the Better Business Bureau. 2016 FINANCIAL SNAPSHOT (UNAUDITED) LINE ITEM AMOUNT Beginning Balance Net Assets $1,035,558 Total Income $754,675 Total Revenue & Other Support $962,032 Designated Gifts to Partner Agencies and other United Ways ($171,239) Pledge Loss ($36,118) Total Expenses ($783,002) Agency Allocations/Program Expenses ($585,039) Fundraising Expenses ($136,980) Administration Expenses ($51,943) United Way Worldwide Dues ($9,040) Change In Net Assets ($28,327) Ending Balance Net Assets $1,007,231 MEMBERSHIP REQUIREMENTS Each year, United Way of Union County must prove that it meets 12 requirements for United Way Worldwide membership along with the verification of the status of 70 indicators that demonstrate it embodies the intent of the membership requirements. Partner Agencies of the United Way of Union County pay no dues or service fees to be a part of our federation. Relations with Partner Agencies follow the Statement of Understanding found in United Way of Union County’s Fund Distribution Manual.

UNITED WAY STAFF SHARI MARSH, Executive Director ROBIN COFFEY, Campaign & Publicity Coordinator CONNIE NICKLE, Event Coordinator SHEILA PASSWATERS, Office Assistant

UNITED WAY OFFICE 648 CLYMER ROAD, SUITE 120, MARYSVILLE, OH 43040 (937) 644-8381 WWW.UNITEDWAYOFUNIONCOUNTY.ORG

2016-17 BOARD OF TRUSTEES The United Way of Union County has been a valued community partner since it was founded in 1958. It is governed by an active and responsible governing body whose members serve three-year terms, have no material conflict of interest, and serve without compensation. TERMS EXPIRING 2017, ELIGIBLE FOR ANOTHER TERM DR. PHIL ATKINS, Mental Health & Recovery Board DAVE GLEESON, Memorial Health MARTY SHROYER, Scotts Miracle-Gro TERMS EXPIRING 2018 LUANNE BECKSTEDT, Marysville Resident SHERRI COLEMAN, Nationwide DIANE MANKINS, Marysville Exempted Village School District SYLVIA MINSHALL-DYER, Nestlé Development Center Marysville CINDY RITTER, Marysville Resident MIKE ROSE, Union Rural Electric EVAN SMITH, Liberty National Bank TERMS EXPIRING 2019 ASHLEY BOYER, Memorial Health ANDY BRITT, Continental ContiTech KARA BROWN, Union County Board of DD BRUCE BULLERMAN, Richwood Bank DAVID DRUMMOND, Union County Resident SCOTT FAILOR, Nationwide BEN VOLLRATH, Dayton Power & Light OUTGOING TRUSTEES—TERMS EXPIRE MARCH 2017 TONY EUFINGER, Eufinger Law Offices SHERIFF JAMIE PATTON, Union County Sheriff’s Office KEN YUNKER, Nestlé Development Center Marysville 2017-18 OFFICERS SCOTT FAILOR, President; SHERRI COLEMAN, Past President; DAVE GLEESON, Vice President; MARTY SHROYER, Treasurer; DAVID DRUMMOND, Assistant Treasurer; SYLVIA MINSHALL-DYER, Secretary; KARA BROWN, Assistant Secretary. RECAP OF 2016-17 BOARD MEETINGS The United Way Board of Trustees met at 7:30 a.m. at the United Way office and other locations on these dates: Apr. 20; May 25; June 15; Aug. 17; Sept. 21; Oct. 19; Nov. 16; Jan. 18, 2017; Feb. 15, 2017; and Mar. 15, 2017. SCHEDULE OF 2017-18 BOARD MEETINGS Future meetings of the United Way Board of Trustees are scheduled for 7:30 a.m. at the United Way office on these dates: Apr. 19; May 24; June 21; July 19; Aug. 16; Sept. 20; Oct. 18; Nov. 15; Dec. 20; Jan. 17, 2018; Feb. 21, 2018; and Mar. 21, 2018.

2016-17 ANNUAL REPORT

From United Way of Union County,

To Our Community

CHILDHOOD & YOUTH SUCCESS

ECONOMIC STABILITY

ACCESS TO HEALTH

SENIOR ENGAGEMENT