VALLEY UNITED WAY
LIVE UNITED
ADVOCATE
LEND YOUR MUSCLE
COMMUNITYBETTER TOMORROW
EDUCATION
RESU
LTS
ADVANCING THE COMMON GOOD
CHANGE WON’T HAPPEN WITHOUT YOU
FIND YOUR VOICE
BUILDING BLOCKS OF LIFE
HEAL
TH OPPO
RTUN
ITY
TOGE
THER
LASTING CHANGE
INSPIRE
MAKE A DIFFERENCE FINA
NCIA
L STA
BILI
TY
THINK WE BEFORE ME
OPEN YOUR HEART
IMPROVING LIVES
VOLUNTEER
HOPE
GIVEBE PART OF THE SOLUTION
ANNUAL REPORT 2015-2016
VALLEY UNITED WAY STAFF
Jack WalshPresident &
C.O.O.
Sara AylwardDirector, Resource
Development
Patricia TarasovicDirector, Volunteer
Center
Nancy RoshkaAccounting & IS
Coordinator
Allissa DempseyChief Storyteller & Graphic Designer
Victoria MartinsCampaign Assistant
Joyce SaltesOffice
Volunteer
CONGRATULATIONS CAROL!
Valley United Way would like to take a moment to thank Carol Anzidei for her lifetime of service to our organization and our local community! A lifelong Valley resident, Carol served as the Administrative Assistant for Valley United Way for 48 years! “Carol was the one constant for Valley United Way,” says President and C.O.O. Jack Walsh. “She was here from the day the doors opened until the day she retired.”
Carol retired in October of 2015 to enjoy spending time with her husband, friends and family and to travel.
Valley United Way will miss seeing Carol in the office every day, but wishes her all the best for a happy, healthy retirement.
THANK YOU!YOUR DONATIONS ALLOWED UNITED
WAY & OUR PARTNERS TO HELP
107,964*
VALLEY RESIDENTS * Duplication possible if helped in multiple services; numbers are based on agency reporting.
ABOUT VALLEY UNITED WAYValley United Way is on a mission to improve lives. We mobilize the caring power of our community through philanthropy, volunteerism and collaboration. Each year we work to raise, invest and leverage funds to support our 24 partner agencies and our volunteer center that are hard at work preparing youth to succeed, strengthening families and helping people in crisis.
EDUCATION: Building Successful YouthValley United Way is home to both the High School Volunteer Council and Youth Leadership Program. Both of these initiatives serve students in the five Valley towns and teach them the skills to make a positive impact in our community. It encourages them to learn about the need in the Valley and to give back with their time and talents to those facing hardship. In addition to our own initiatives, Valley United Way helps fund a variety of nonprofit programs in early childhood education and mentoring.
INCOME: Increasing Self-SufficiencyThrough programs such as the Grow Your Own Garden and Financial Literacy Series, Valley United Way is putting a stake in the ground to help people become more self-sufficient. We understand that people land on tough times and we offer a hand-up, not a hand-out. Learning critical skills in budgeting, saving for retirement and planning for college can be a huge money-saver, while learning the art of gardening and canning can help supplement the donations from local food banks to families in need.
HEALTH: Creating a Healthier CommunityPhysical, mental and emotional health are all vital in building a healthy person and a healthy community. Valley United Way understands the need for a healthier community and that is why we invest our time and funding to support programs that help children through adults with behavioral and mental health disorders, provide counseling and get people up and active to make healthy lifestyle choices.
We are pleased to submit this annual report to the community showing the pivotal role that United Way plays,
starting with the Annual Community Campaign which makes everything we do possible. As you thumb through
this report, you will have a chance to see exactly what we do, how we do it, who does it and who benefits from
it. It is the story of how a community comes together for the common good of all.
The Annual Report is the story of how the dollars are raised and allocated and then enhanced by so many
other things that United Way does to stretch those dollars even further to have the greatest positive impact.
The Annual Report gives us an opportunity to recognize and thank those people involved with Valley United
Way as donors, volunteers, partner agencies and beneficiaries of services. We all work together to make the
Valley the special place that it is to live and work.
Jack Walsh, President & C.O.O.Valley United Way
Janice Sheehy, Board Chair & SVP of Business & Professional Banking Webster Bank
PRESIDENT & BOARD CHAIR
“The Volunteer Center celebrated a truly exceptional year! It continues to inspire, mobilize and equip individuals to make a difference in the Valley community. Connecting people to meaningful volunteer opportunities that effectively make a difference is woven through the brilliant mission of Valley United Way’s Volunteer Center.”
The Volunteer Center has mobilized these programs to another level of outstanding accomplishment:
• The High School Volunteer Council – uniting the six Valley high schools to meet several times throughout the year to share a bond of community impact and leadership – designed their first Community Day to educate A.L.I.C.E. families while providing a day of fun for their children.
• The Corporate Volunteer Council – built Harvest House VI, providing thousands of meals for Valley families in need and outfitted 112 Shelton school children, spending $22,400. The CVC is celebrating twenty years!
• Serving in a leadership role as Co-Chair of the Food Task Force and Vice Chair of the Valley Council for Health and Human Services, I help promote the Volunteer Center’s mission, to convene and build capacity for lasting change.
7,500VOLUNTEERS
from local companies, clubs, services, schools &
other organizations
VOLUNTEER CENTER
$1,330,429COMMUNITY
VALUE
3,305 HOURS OFSERVICE
1996CVC members renovate the Rec Camp, as one of the 1st projects
1999Back to School helps 130 students
at Ansonia Public Schools
2003 Volunteers renovate Derby Day
Care creating a fun place to learn
CVC 20
YEARS OF SERVICE
Patricia TarasovicDirector, Volunteer Center
Valley United Way
Weeks of Caring 1996 - 2016: Impacting the Valley
2015Harvest House VI continues to
stock shelves at food banks
The Corporate Volunteer Council is a coalition of more than 50 Valley businesses who give back to our community through the spirit of volunteerism.
The CVC coordinates food and clothing drives, plans and provides resources for large scale community projects
and shares best practices for corporate social responsibility. The CVC believes in the value of giving back to
the communities where they do business and promoting volunteerism among their employees. The Corporate
Volunteer Council strives to make the greatest community impact possible.
CORPORATE VOLUNTEER COUNCIL
2005First Harvest House is built
collecting 100,000 food items
2010Umbrella Domestic Violence
Shelter gets a complete makeover
CVC Co-Chairs
Carolyn Cutaneo, Katie Scinto, Lynn Kieley
HARVEST HOUSE VI – RESPONDING TO THE NEED TO FEED OUR VALLEY…EXCEPTIONAL SUCCESS!
The Corporate Volunteer Council once again built a house of food to help alleviate hunger
in the Valley by assembling Harvest House VI. Over one hundred volunteers of all ages
joined together to build this one-of-a-kind, very special house, built and designed by
Emmett O’Brien Technical High School. Hundreds of cans and boxes of food made up
the walls of the house. Prudential was once again the Marquee Sponsor. Valley food
banks were brought into the process of learning about their greatest food needs. With
each build, the CVC learns more on how to make the greatest impact. The Harvest House
committee met diligently to examine the strategy of lessons learned and setting the
structure for engaging other companies and the entire community. This year was the most
efficient food build…save the date for the Harvest House VII September 23, 2017!
$97,375Value to Community
110,000Estimated Food Items
3,125Volunteer Hours
40Companies &
Volunteer Groups
WEEK OF CARING - HARVEST HOUSE VI
Imcludes in-kind, sponsorships and food donations
Cheryl AmiconeEdgewell Personal Care
Kayleigh ApicernoR.D. Scinto
Tara BarbieriCDW-G
Laura BellowsBIC Corporation
Julie BelvalCourtyard by Marriott Shelton
Lisa BrewsterCourtyard by Marriott Shelton
Harry BurlakoffMinuteman Press of Shelton
Dana CackowskiPeople’s United Bank
Carolyn CargnelPrudential
John CorraroBarnum Financial Group, An office of MetLife
Hilary DaleyEdgewell Personal Care
Ashley DearbornBenchmark Senior Living at Split Rock
Denise FantorellaThe Nielsen Company
Gina FerreriIroquois Pipeline Operating Company
Brooke FitzgeraldUnilever
Trish FontesFirst Niagara Bank
Jessa FrancisSikorsky Aircraft
Arlene GardellaAltair Global Relocation
Katrina GehrmannEdgewell Personal Care
Nancie GrayGreater Valley Chamber of Commerce
Jill GriffinCDW-G
Michelangelo GuerreraFocaccia’s Cafe & Catery
Antonietta HalletCommunity Volunteer
Christine HareAltair Global Relocation
Kris HarrisonTurner Construction
Kellie HaydenBIC Corporation
Johanne HendersonBIC Corporation
Libby HitchcockSikorsky Aircraft
Linda Holmes-HannonHomewood Suites by Hilton
Linda HvizdoHomewood Suites by Hilton
Lynn KieleyNewtown Savings Bank
Rochelle LiskaSikorsky Aerospace Services
Kate MarksMarks of Design
Michael MarquesHilton Garden Inn
Jennifer MartoneSikorsky Aircraft
Tom MatthewsBasement Systems
Deborah McGuiganPrudential
Ned MillerNed Miller Agency, A Division of Starkweather & Shepley Ins.
Sue MillicanIroquois Pipeline Operating Company
Mary Ann MiskowiczBetter Packages, Inc.
Megan MulrooneyPrudential
Ashley OrsiSikorsky Aircraft
Fred OrtoliFred Ortoli Photography
Joseph Pagliaro Jr.Edward F. Adzima & Riverview Funeral Homes
Ruth ParkinsIroquois Pipeline Operating Company
Rene PatinoPrudential
David PendagastKeller Williams Realty
Carol PendagastSerra & DelVecchio Insurance
Ramon PeraltaPeralta Design
Pam PetroUnilever
Emily PiedmontLex Products
Mark RasmussenPrudential
Kellie SantiagoBasement Systems
Gina ScarpaSpataro Construction
Katie ScintoR.D. Scinto
Janice SheehyWebster Bank
Kathleen TurkBPA Worldwide, Inc.
Erin TurnerPeralta Design
Rob VanEgghenDRS Seismic Consultants, LLC
Robert VanEgghenPerkinElmer
MEMBERS OF THE CVC
Top Row: Charlie Sampson, Co-Chairs Scott Walkinshaw and Liam Flannery, Michael Shortell, Communications Chair Christian Armistead, Advisor Scot LangMiddle Row: Akshaw Patel, Haley Arruda, Sejal Bhargara, Lauren Pawloski, Payton Westine, Katherine Wajik, Thomas Komar, Anand Vaish
Bottom Row: Advisor Colleen Holt, Catherine Simonetti, Kristen Speaker, Truc Minh Nguyen, David Ortiz, Taylor Queen, Courtney Salinsky and Matthew Salinsky Youth Leadership Director Patricia Tarasovic
The Youth Leadership Program unites Valley teens who have a desire to get involved with their community and learn the skills needed to
become future leaders.
The students learn about community needs in the Valley, the importance of nonprofit agencies and the role volunteerism plays in
addressing those needs. At the conclusion of their year, Youth Leaders are given the opportunity to allocate funds to teen-focused community
programs. Applications are accepted annually from students either attending high schools in the Valley or residing in the Valley and
attending schools outside the Valley.
Missing from picture: Bethany Catlin, Alyssa Orlofsky, Advisor Michael Gnibus
VOLUNTEER PROJECTSLetter Carriers Food Drive
Back to School
Prudential Leadership Training
Special Olympics Bowling
Holiday Singing & Toys for Kids
Allocations
23 total volunteers
1,650 total hours
YOUTH LEADERSHIP
The 25th Anniversary Community Corporate Cup resulted in the second tie in the history of the event as BIC and defending champion CDW finished with the same total 202.64 points. BIC had finished second for three straight years, so this was a very special win for them.
Though BIC and CDW finished at the top, the real winners were all those who competed and improved their health and wellness at the same time. Our partners in this event, Griffin Hospital, the Valley YMCA and the Greater Valley Chamber of Commerce, work hard to ensure a spirit of fun and sportsmanship to go along with the enthusiasm and dedication needed to win. Though all the events are important, the Healthy Team event which includes health screenings, educational programs, a free membership to the Y and three healthy meals prepared by the chefs at Griffin Hospital has always been the core event.
1. Bic Corporation &
CDW - G
2. Griffin Hospital
3. PerkinElmer
4. NPI Medical
5. BHcare
6. EDR
7. DiMatteo Insurance
8. TEAM, Inc.
9. People’s United Bank
10. Valley YMCA
2014 FINAL STANDINGS
CORPORATE CUP
202.64
185.75
174.68
139.39
136.14
106.93
94.50
84.18
75.25
24.21
THOUGH GRATEFUL FOR THE ASSISTANCE ONE LOCAL FOOD BANK CLIENT WHO IS FEEDING A FAMILY OF 5 SAYS,
“SOME OF THE ITEMS ARE DIFFICULT TO USE WHEN CREATING A MEAL--SOMETIMES I WILL GET PASTA WITH NO SAUCE, MEAT OR ANYTHING I KNOW HOW TO PAIR WITH IT.”
THE GROW YOUR OWN GARDEN PROGRAM WILL NOT ONLY TEACH FAMILIES AND INDIVIDUALS SKILLS TO BE SELF-SUFFICIENT, BUT WILL HELP SUPPLEMENT THE DONATIONS FROM THE FOOD BANK TO COMPLETE A HEALTHY MEAL.
* Information is based on the Valley Hunger Study
In another effort to take action based on the Valley Hunger Study, Valley United
Way offered the Grow Your Own gardening program, an effort to help individuals
help themselves by growing their own fruits and vegetables.
We want to thank our participants and the Prudential Foundation, Massaro
Community Farm, the Connecticut Agricultural Experiment Station, the Derby-
Shelton Rotary Club, Home Depot and the Food Security Task Force of the Valley
Council for Health & Human Services for making this unique self-help program
possible.
GROW YOUR OWN
The purpose of the High School Volunteer Council is to unite Valley high schools, which include Ansonia, Derby, Emmett O’Brien, Oxford, Seymour and Shelton, to work together on community service projects that will meet the needs of our community.
The goal is to provide the opportunity for high school students to learn and practice leadership skills, develop a wider knowledge of community needs and implement one major volunteer project a year that will make a great impact on the community, all while interacting with students from other schools.
Ansonia: Jillian Durante (Advisor), Aaron Minopoli, Tina Person, Will Phipps, Quentesa Robinson Derby: Brian Nutcher (Advisor), Jen Ostrosky (Advisor), Andrea Albarella, Anthony Gonzalez, Mike Kreiger, Charlie Sampson, Ben Slowik, Katrina Turnqist Emmett O’Brien: Kimberly Feher (Advisor), Allison Kinard (Advisor), Adelia Gandy, Felicia Moore,
Owen Pawlak, Kayla Sciarretti, Christina Victoria Oxford: Cathy Hall (Advisor), Deyja Gentile, Praneeth Hewathanthri, Kristen Speaker, Jim Winger Seymour: Erin Scozzafava (Advisor) David Willadsen (Advisor), Matt Cosciello, Emily Curino, Julian Falcioni, Liam Flannery, Justine Inzero, Daniel Robinson Shelton: Jerry Kelley (Advisor), Megan Byrne,
Haley Danowski, Charles O’Keefe, Jill Ortoli, Michele Siu, Jack Wise
HIGH SCHOOL VOLUNTEER COUNCIL
May 30th Community Fun Day at Shelton Rotary Pavilion Students designed this special project in response to the many Valley families who are A.L.I.C.E. They invited families to enjoy a day of fun with student coordinated games for kids, a mini agency fair for parents and lunch and refreshments for all.
115 STUDENTS OUTFITTED34 COMPANIES
PARTICIPATED
Each August, members of the Corporate Volunteer Council join together for the Back to School Clothes for Kids Project.
This project selects one town in the Valley (on a rotating basis) and provides low-income children from that town’s elementary schools with brand new clothes & school supplies to gear up for the first day. The goal of this project is to provide new clothing and supplies to children in need at the start of the school year in an effort
to improve attendance on the first days of school and boost confidence.
On August 27, 2015, 115 children at Shelton’s Long Hill and Sunnyside schools were presented with bins filled with two complete outfits, underwear, socks, sneakers, a winter coat and a backpack overflowing with school supplies for the year. Thirty -four CVC companies ensured these children that they would have new clothes to begin their brand new year of learning. Since the program’s start, the CVC has outfitted a total of 2,853 Valley students and invested $578,140 in our Valley youth!
$200 SPENT PER STUDENT $23,000 VALUE TO
COMMUNITY
BACK TO SCHOOL
Edgewell Personal Care sponsors the 2015-2016 Annual Community Campaign Kickoff at the Rotary Pavilion on the Shelton Riverwalk
Valley United Way kicked off its 48th Annual Community Campaign with a fun-filled carnival! Close to 200 community leaders, residents and volunteers gathered under the “big top” with excitement and energy for the year ahead. Tag teaming this year’s campaign was Campaign Chair, Freeman Burr and Campaign Vice Chair, Jimmy Tickey, who shared their plans to raise $1,050,000! Guests spent the night enjoying all the treats of a carnival, cotton candy, pretzels, popcorn and participated in games run by our Youth Leaders. As a prize for winning the games participants received a raffle ticket for a chance to win a Lenovo Tablet*, which was happily taken home by our winner, Patrice Baldwin of SONCCA.
*Lenovo Tablet donated by Thomas A. Steeves Jr., American IT Solutions, Inc.
CAMPAIGN KICKOFF8
“I have been involved in the Valley United Way
campaigns since the Fall of 2009. I am proud
that Shelton Public Schools staff members
have been one of the top givers over the last
six years. For me it has been an honor to chair
the 2015-2016 campaign. This year has also
been a great challenge to the campaign as our
state and local economy is showing signs of
slipping back to the crisis times of 2008. Despite this challenge,
it is exciting to work with a Board of Directors committed to
maintaining services to those families in need throughout the
Valley. It is important work and it yields important benefits to
the community at large.”
“Valley United Way’s work is vital to the
well-being of our community. The dollars
we raise allow us to partner with 24 local
nonprofits that work together to prepare
students to succeed, help families become
financially stable, ensure seniors live in a
safe community and plan for a coordinated
response to emergencies. I have a very
personal connection to the Valley United Way, having begun
my involvement as a Youth Leader while in high school, and
now serving as Vice Chair of our Community Campaign. It has
been my pleasure to bring our message to the community and
encourage others to get involved. By making a contribution to
the Valley United Way, you give once but help many.”
TASK FORCE
Freeman BurrValley United Way Campaign Chair
Jimmy Tickey Valley United WayCampaign Vice Chair
Jennifer BullDworken, Hillman, LaMorte &Sterczala, P.C.
Michael GnibusGE Global Patent Operation
Eileen Lopez-CordoneUIL Holdings Corp.
Richard RosenThe RH Rosen Group
Thomas A. Steeves, Jr.American IT Solutions, Inc.
CAMPAIGN
“Valley United Way has been an essential player in the Valley for the past 48 years and continues to grow and
evolve with the needs of our community. Our organization has the capability to leverage resources and holds the
expertise to bring the right people together at our table, to rally around an issue and make change happen. Each
year we raise nearly $1 million to devote to our partner agencies and our volunteer center who are passionate
about helping our youth succeed, strengthening local families, providing basic needs and serving as a safety
net to prevent crises. This campaign was a challenge - and while we didn’t reach the numbers we needed, we
will continue to do everything we can to serve our community. I am so grateful to the donors, companies and
volunteers for their dedication and support of our campaign.”
Sara Aylward Director, Resource Development Valley United Way
ACT Spooner HouseKate Pipa
Ansonia Public SchoolsCarol MerloneFran Perrotti
Better Packages, Inc.Mary Ann MiskowiczPhil White
BHcareJoyce Macauda
BIC Corporation Elaine BatailleLaura BellowsDon CastaldiLeslie CullenJo-Anne DeRosaLaura DoyleKevin DunnSusan FeherKaren GeorgiaDavid GrayKaley HagenKellie HaydenJohanne HendersonBill HoaglandBonnie JonesChristian KeatorDanette KennedyMary-Ellen LacasseJennifer LysikDoris MainFrank O’ConnorMaeve Rothman
Blum ShaprioEllen Sansevero
Boys and Girls Club of the LNVShaye Roscoe
Catholic CharitiesDiane D’Amato
Curtiss Ryan Inc.Jennifer Keever
Derby Day Care CenterGladys Lazurek
Derby Public SchoolsDr. Matthew ConwayDina Gotowala
Dworken, Hillman, LaMorte & Sterczala, P.C.Jennifer BullSarah Burke
Edgewell Personal Care Cheryl Amicone Steven Charles Lisa CookKatrina GehrmannMona Kadiwar Melanie Martin Elizabeth Parady Angela Sijuwade Jennifer Yomoah
Greater Valley Chamber of CommerceNancie Gray
Griffin HospitalOona BurkeLaura CiancioloChristian Meagher
HR Consulting/StaffworksLeslie Junko
Hubbell Incorporated Jill CapraNicole ClarkPat CloseVic FlagelloChris McCarthyJohn McFarlandLisa Szuch
Iroquois Pipeline Operating Company Tom BashawSooz DeLeonPatricia DesautelsAlan GrassiaJennifer KalasardoBrenda StableinCarol Takacs
Julia Day Nursery & KindergartenSharon Kelley
LNV Parent Child Resource CenterSusan Kelly
Merit InsuranceEdward Buckmir
Naugatuck Valley Health DistrictColleen Lindholm
NPI MedicalJacqueline Godbout
People’s United BankJoseph Perun
Pitney BowesAladin Abu-ObaidGillann Blunschi Lori ButcherDanielle CarlucciMaryane ChapmanAngela CorderyJames FloodElysa JacobsDemitra JonesLiz JustesenKashif KhanMisty MorganMel OhlAngela Paulus Laura Xia
Serra & DelVecchio InsuranceCarol Pendagast
Seymour Public SchoolsPat Boyle
Seymour, Town ofMichele Wasikowski
Shelton Public SchoolsKathy RiddleFreeman Burr
SONCCAPatrice Baldwin
TEAM, Inc.Marie BellettiSilvia PaytasDiane StromanSue Westine
Vishay Intertechnology, Inc.Kim BoveriPaula Scinto
Webster BankMichael Sciamanna
We apologize if we have inadvertently omitted a committee member or have
misspelled a name. Please accept our apologies. Thank you!
EMPLOYEE CAMPAIGN COORDINATORS
TOCQUEVILLE SOCIETY*
THE COMMODORE ISAAC HULL SOCIETY
United Way of America established this prestigious society as a national leadership recognition program to recognize individual
donors who contribute $10,000 or more to their local United Way.
William C. and Judy BassettJames Lane
Nicholas & Ernie LuiseNed MillerDavid Nord
Ron and Peggy Villani
Valley United Way’s leadership giving program, The Commodore Isaac Hull Society, recognizes those caring individuals who commit themselves to providing substantial support to our United Way. Members of the Hull
Society are caring and generous people who lead by example in the community by ensuring that needed human and social services continue to be made available to all citizens of the Lower Naugatuck Valley. These are the people who are in the forefront of the struggle to provide a better
way of life to every age and generation.
Admiral’s Circle*Annual gifts of $5,000-$9,999Raymond BlanchetteEllen DiVernieroPing & Sarah HsiehWilliam Sperry Commodore’s Circle*Annual gifts of $2,500-$4,999Paige Bennett Jeffrey BrunerRichard L. MatthiesJoseph Pagliaro, Jr.William TolleyJack WalshPhil WhiteCaptain’s Circle*Annual gifts of $1,000-$2,499Stacey Abbott** James M. Alsante** Jean M. Axtell** Michael BarberCorey Barrette** Bertha BeldenRichard BerardinoJames BraunJennifer BullFreeman BurrWayne CableJoe CapozzoliPatrick CharmelWilliam ChiarelliJames Cohen Kevin Comeau**Patrick CordleVirginia Costigan Dawn M. DeLucia**Patricia DesautelsGregory and Diane DeStefanoLaura J. DonahueRobert FiscusFitzmaurice FamilyElizabeth Gibson
Christopher Gough**David Gray Timothy Grosskopf**Mario Guevara RodriquezJohanne Henderson John Hill**Barry Johnson III Rosemary Kelly**David KimballTimothy KoletsosEllen KritemeyerLisa Krohne Mark Lauretti MIchael E. Law** Sandy Maini**John McFarlandFrancis H. Michaud, Jr.Bill and Stephanie MillerMary Ann MillerChristopher Mills David C. Morgart**Timothy Nelson Karen Olsen**Ruth ParkinsFrank PickmanWalter PirogWilliam PurcellJohn PutortiKristie Raines Ellen Rinaldi**Hector RosarioScott E. RupffKenneth Schaible Manish Shanbhag** Janice SheehyMichelle SpaderThomas Sutnik and Lynn MillerNicholas and Patricia Tarasovic David R. Taylor**Dominick J. Thomas, Jr. Sumakshi ValiCarl VenselMichelle Wieler Keith Wulinsky**
*This level has anonymous donors** Donors may be at higher level of giving, company does not disclose level of leadership giving
Companies that have one or more Commodore Isaac Hull Society Members: AetnaBetter Packages, Inc.BIC CorporationBlanchette Sporting GoodsDworken, Hillman, LaMorte & Sterczala, P.C. Edgewell Personal CareEdward F. Adzima & Riverview Funeral HomesGeneral ElectricGreater Valley Chamber of CommerceGriffin HospitalHubbell Incorporated ION BankIroquois Pipeline Operating CompanyMiller InvestmentNed Miller Agency, A Division of Starkweather & Shepley Ins.People’s United Bank City of SheltonShelton Public SchoolsUnited Parcel ServiceValley United Way Webster Bank
2015-2016 COMMODORE ISAAC HULL SOCIETY MEMBERS
LEADERSHIP GIVING
If we have inadvertently omitted or misspelled your name, please accept our apologies. This list is accurate as of 3/31/2016
Luise, Nick & Ernie • Macy’s •
Magellan Midstream
Partners, L.P. • Mahoney,
Mary • Maky-miw, Michael • Mario
D’Addario Buick, Inc. • Mascolo, Louise •
Matthies, Richard • Merrill Lynch Wealth
Management • Michaud, Francis H. • Miller Investment •
Miller, Joyce • Miller Ward Funeral Home •
Minuteman Press • Moir, Floyd • Moll, David • MonroMuffler
• Murphy, Maureen •
• Ned Miller Agency, A Division of
Starkweather & Shepley Ins. New
Haven Legal Assistance • Nimons, William • Noack, Deb • NPI Medical • Opticare • Orchid Orthopedic
Design • Ortoli, Josephine • Oxford Public Schools • Oxford, Town of • Parent Child Resource Center • People’s United Bank • Pepe, Mary • Peralta Design • PerkinElmer Precisely •
Philips Medical Systems • Pitney Bowes • PricewaterhouseCoopers LLP • Principal Financial Group • Prudential • PSEG • Pucci, William • R.D. Scinto Inc. • Real Estate Two • Remlin, Roy • Retina Systems • Reynolds, Patricia • Rite Aid • Rosen,
Richard • Rte 67 Self Storage • Ryan & Tyma LLP • Sampieri, Robert • Schiable, Kenneth • Shwartz, Kennith • Serra & DelVecchio Insurance • Seymour Public Schools • Seymour, Town of • Shady Knoll Health Center • Shaffer, Beverly • Shelton, City of •
Shelton Economic Development Corp. • Shelton Public Schools • Siemens • SONCCA • Sous, Ramon • Splan, Shawn • Stamos, Gregory • Stankye, Anne • Stern, Samuel • Sutnik, Thomas • Sweeney, Joyce • Tamis, Donald • Target • TD Bank • The Workplace
• Thomas, Dominick • Tomasella, Schlitter & Burrell, PC • Town Line Self Storage, LLC • True Value • Turner Construction Company • Turski, Stanley • UIL Holdings Corporation • United Methodist Homes, Inc. • United
Parcel Service-East New England • United Technologies • United Way of Coastal Fairfield County • UnitedHealth Group • Valla, Dominic • Valley United Way • Valley YMCS • Viadella,
Shirleyanne • Villani, Ron • Vishay Intertechnology, Inc. • VNA of South Central Connecticut • Walmart • Webster Bank • Wells Fargo/Wachovia • Wells,
Thomas • Wesley Heights • Wheeler, Wesley • White Hills Express Inc. • Xerox • The Yudkin Family Fund • Zarro, James • *Plus the hundreds of employees who generously
contributed through their workplace. If we have inadvertently omitted or misspelled your name, please accept our apologies. (Accurate
as of 3/31/2016)
A Quick Pick Crane Service Inc. • Abbott & Shapiro LLC
• ACT – Spooner House • AD-Merica Corp. • Airway Driving School • Alberti Realty Associates • Alexanders Hardware • Andreana,
Joseph • Anheuser Busch • Ansonia, City of • Ansonia Public Schools • Anthem • Apicella, Testa & Company PC • Augusta, Judith • Averill, Richard • Bank of
America • Basement Systems • Bassett Family Fund • Bassett, William C. and Judy • Belden, Bertha •
Bertie, Gerald • Better Packages, Inc. • BHcare • BIC Corporation • Big Y Supermarket,
#99 • Blanchette Sporting Goods • Blanck, Anne • Blum Shapiro •
Boys & Girls Club of LNV • Bradley, Henry • Bragg, Wayne • Buchta,
Rosemary • Cable, Violet • Calvert Safe and Lock • Capitol
Barber Shop • Carey & Guarrera • Catholic Charities •
Cavagnuolo, Emma • CBS • Charles Dickgiesser
Company • Clorox Company • Cohen, James • Comcast •
Conti Associates • Coppola, Eugene •
Cormack, Marilyn • Costigan, Virginia •
Cota, Andrew • Courtyard by Marriott • Crave •
Crosby Commons • CTWestMA CFC • Curtiss Ryan
Inc. • Dabkowski, Kathleen • Daniell, John •
David M. Grant Caterers • DeAngelis, Richard •
DeGray, John • Derby, City of • Derby Day Care Center •
Derby Football Club • Derby Public Schools • DeStefano, Gregory • Dib, Donald •
Dirienzo, Angelo • Donahue, Laura •
Donohue, John • Double R Inc. • Drennan, Joseph • Dripchak, Stephen • DSA
Companies •
Duchess Family Restaurants • Dunlop, Bill •
Dworkin, Hillman, LaMorte, Sterczala • Dworkin, Jay • Dyer, Bill • Dziedzic, Charles • Earthworks Excavating, Inc. •
Edgewell Personal Care • Edward F. Adzima & Riverview Funeral
Homes • Eversource • FedEx Ground • First
Niagara Bank • Fiscus, Robert • Flynn,
Joseph • Fred Ortoli Photograpy • The
Friend A. Russ Fund • Frontier Communic
ations • Gabianelli, Thomas • Gambacini
, Nelson • Ganz, Glenn • Garofalo,
Barbara • General Electric • Ghilardi, Madelyn •
Giardina, Joan • Girl Scouts of
CT • Glover, Leroy • Grassy
Hill Lodge • Greater Valley
Chamber of Commerc e •
Griffin Hospital • HR Consultin
g/Staffwo rks • Hubbell Incorpora
ted • Hull Funeral Home • Huntingto n Electric
• Ianniello, Daniel
• IBM Corporation & Retirees • Illinois
Tool Works • Industrial Wood Products Co, Inc. • ION Bank • Iroquois
Pipeline Operating Company • Izzo,
Markant hony • Janofsky , Gerald
• Jenkins-King Funeral
Home • Jones Family Farms
• Julia Day Nurser y • JWN Online • Kligfel
d, Michael •Knoll,
Richar d • Kromb erg, Paul • Kuzma, Alice • Liberty Bank/ NVSL
• Literacy Volunt
eers of GNH •
THANK YOU DONORS!
63Leadership Donors
43Individual Donors
plus the hundreds of corporate employees
113Companies
Be Part of the SOLUTION
The 2015-2016 Annual Community Campaign was not our best year, but we still have a lot to be proud of!
The campaign revenue this year was down, but our top three campaigns were up! Edgewell Personal Care, BIC Corporation and Hubbell Incorporated once again came in each with over
$100,000 and together raised an additional $21,000 for Valley United Way.
We earned a new Tocqueville Society Member, a person so comitted to the organization and passionate about our work, that their annual contribution is $10,000 or more.
We raised over $2,000 from 9 small businesses new to the Valley United Way donor list.
Every single donor and dollar is part of the solution and the money generously contributed to our campaign will be allocated this spring!
CAMPAIGN HIGHLIGHTS
Top Dollars Raised Campaigns(Combined Corporate and Employee Giving of $10,000 or more)Bassett Family FundBIC CorporationEdgewell Personal CareGeneral ElectricGriffin HospitalHubbell IncorporatedIroquois Pipeline Operating CompanyNed Miller Agency, A Division of Starkweather & Shepley Ins.People’s United BankShelton Public SchoolsThe Friend A. Russ FundWebster Bank
Employee Giving AwardsGold(Employee per capita giving of $125 or more)Better Packages, Inc.BIC CorporationDworken, Hillman, LaMorte & Sterczala, P.C.Greater Valley Chamber of CommerceHubbell IncorporatedIroquois Pipeline Operating CompanyNed Miller Agency, A Division of Starkweather & Shepley Ins. NPI MedicalValley United Way
Silver(Employee per capita giving of $75 - $124.99)Julia Day Nursery & Kindergarten
Bronze(Employee per capita giving of $50 - $74.99)ACT–Spooner HouseBlum ShapiroDerby Day Care CenterGeneral ElectricPeople’s United BankSerra & DelVecchio InsuranceUnited Parcel Service - East New EnglandVishay Intertechnology, Inc.
Employee Participation AwardsGold(Employee participation of 75% or more)Better Packages, Inc.Boys & Girls Club of the LNVGreater Valley Chamber of CommerceIroquois Pipeline Operating CompanyNed Miller Agency, A Division of Starkweather & Shepley Ins.Valley United WayVishay Intertechnology, Inc.
Silver(Employee participation of 50%-74%)ACT - Spooner HouseBIC CorporationDworken, Hillman, LaMorte & Sterczala, P.C.Julia Day Nursery & KindergartenSerra & DelVecchio Insurance
Bronze(Employee participation of 25%-49%)Derby Day Care CenterGeneral ElectricHubbell IncorporatedNPI Medical SONCCAUnited Parcel Service - East New England
Corporate Giving AwardsGold(Corporate per capita gifts of $75 or more per employee)BIC CorporationIroquois Pipeline Operating Company
Bronze(Corporate per capita gifts of $40 - $59.99 per employee)Hubbell Incorporated
Multiple AwardsBIC CorporationTop Dollars RaisedCorporate Giving – GoldEmployee Giving – GoldEmployee Participation – Silver
Edgewell Personal CareTop Dollars RaisedCorporate Giving – GoldEmployee Giving – GoldEmployee Participation – Gold
Hubbell IncorporatedTop Dollars RaisedCorporate Giving – BronzeEmployee Giving – SilverEmployee Participation – Bronze
Iroquois Pipeline Operating CompanyTop Dollars RaisedCorporate Giving – GoldEmployee Giving – SilverEmployee Participation – Gold
*Awards are based on data provided by each company to Valley United Way and are calculated as of 3/31/15. We apologize for any errors.
2015-2016 SPECIAL AWARDS
#1 Overall Campaign Edgewell Personal Care
CEO LeadershipPatrick CharmelGriffin Hospital
CVC Corporate Citizen of the YearBIC Corporation
Highest Corporate Giving (per capita)Iroquois Pipeline Operating Company
Highest ParticipationBetter Packages, Inc.
Leadership GivingHubbell Incorporated
Lifetime Campaign Support Webster Bank
Mildred A. Davey Partner Agency TEAM, Inc.
CAMPAIGN AWARDS
Ned Miller is the 46th Charles H. Flynn Humanitarian Award winner, the Valley’s oldest and most prestigious community service award named for the late editor of The Evening Sentinel. The award is presented for a lifetime of service to the community, encompassing more that one town or organization.
Ned is currently a member of the Board at Valley United Way and co-chair of its allocations committee. In the past, he served as chairman of the board and also served twice as the Chairman of the Annual Community Campaign. Ned’s distinguished record of service includes involvement with the Shelton Jaycees (President), Ansonia Rotary Club (President), Housatonic Council Boy Scouts of America (President), Parent Child Resource Center (Vice President) and Mason Temple Association (Treasurer).
His other Board affiliations include Griffin Hospital, the Recreation Camp, Shelton Economic Development Corporation, and the Greater Valley Chamber of Commerce. He is also currently an alternate member of Shelton’s Planning and Zoning Commission.
Ned’s work has not gone unrecognized as he has been the recipient of several major awards including the Chamber’s Gold Seal Award, PCRC’s Joseph A. Pagliaro Award, Valley United Way’s Volunteer Center Volunteer of the Year, the Derby Historical Society’s Dr. John Ireland Howe Award, and the Boy Scouts Silver Beaver and Good Scout awards.
Ned is a graduate of St. Bernard College and resides in Shelton with his wife Marianne. He is the proud father of Nick Miller of Denver, Colorado and Erica Laudano of Manahattan, as well as two grandchildren.
2015-- Ron Villani2014-- Joseph Andreana2013-- Nick and Ernie Luise2012-- David M. Grant2011-- Harry DiAdamo, Jr.2010-- Domminick J. Thomas, Jr.2009-- Fred Ortoli2008-- Jack Ribas2007-- Diane Stroman2006-- William C. Nimons2005-- David M. Rifkin2004-- Janice Sheehy
2003-- Kenneth E. Schabile2002-- Joseph A. Pagliaro, Sr.2001-- Norman Santa2000-- William C. Bassett1999-- William D. Coffey1998-- William M. Miller1997-- Julius I. Douglas1996-- Mary L. Pepe1995-- Madeleine Sobin1994-- John F. Costigan1993-- Raymond P. Lavietes1992-- John W. Gatison, Jr.
1991-- Doris L. and G. Bush Clark1990-- G. Jeffery Reynolds1989-- Bartholomew J. Hennessey1988-- Rev. Francis M. McKenna1987-- Edward Cowey1986-- Frank Casalveri1985-- George Berman1984-- Helen T. Ragusa1983-- Richard L. Schuster1982-- Edmund P. Strang1981-- Anna L. LoPresti1980-- Joseph A. Doyle
1979-- Edward W. Miller1978-- Franklin S. Harris1977-- Margaret C. Belden1976-- Audrey E. Heusser1975-- Irene G. Smith1974-- Edward J. Cotter, Jr.1973-- Donald W. Mark1972-- L. Raymond Darling1971-- Alice Russ Cochran
PAST RECIPIENTS
NED MILLER
CHARLES H. FLYNN HUMANITARIAN AWARD
1979-- Edward W. Miller1978-- Franklin S. Harris1977-- Margaret C. Belden1976-- Audrey E. Heusser1975-- Irene G. Smith1974-- Edward J. Cotter, Jr.1973-- Donald W. Mark1972-- L. Raymond Darling1971-- Alice Russ Cochran
* Information is based on 2-1-1 CT call center report 2015
VALLEY UNITED WAY 2-1-1 RECEIVED
6,235 REQUESTS FOR
ASSISTANCE
Since the publishing of the A.L.I.C.E. and the Valley Hunger Study, we have continued to work with other United Ways in Connecticut to shed a light on the plight of a population of hard working individuals who struggle to have a decent quality of life. During the year, we hosted a meeting between regional United Ways and Congresswoman Rosa DeLauro to discuss ways that we can work together on the issue. That was followed in December with the Valley Council for Health & Human Services focusing their annual meeting on the A.L.I.C.E. issue with an eye-opening simulation about life as A.L.I.C.E. entitled “Making Choices.”
On the local level we have had a major focus on hunger. As you can see elsewhere in this report, the CVC once again did a phenomenal job with the Harvest House VI project, in addition to the monthly food drives that they have been doing for years now.
We also coordinated a very special effort by the Derby-Shelton Rotary Club to deliver 13,000 pre-packaged meals to area food banks who continue to work together on the Valley Food Security Task Force. Currently, we are working with the Task Force and local area postal workers to expand the scope of the annual Letter Carriers Food Drive.
To read the report visitwww.valleyunitedway.org/index.php/a-l-i-c-e-report/
To read the report visitwww.valleyunitedway.org/index.php/valley-hunger-study-2/
FOOD IS A PRIORITY
2015 GRADUATING CLASS
A joint program of Valley United Way, the Greater Valley Chamber of Commerce and the Valley Council for Health & Human Services, Leadership Greater Valley combines leadership skill building with community education.
During the nine-week program, participants get a bird’s-eye view of the issues facing the community, begin developing the skills necessary to assume leadership roles and are exposed to involvement opportunities in the Valley. The class is limited to selected individuals who have the personal opportunity to learn from the leaders of many local organizations
and associations.
Leadership Greater Valley is unlike other programs because it goes beyond corporate to develop the vision and drive for community change– it builds a better tomorrow for all of us.
Laura BellowsBIC Corporation
Sue BeroBenchmark Senior Living
Rory BurkeTown of Seymour
Harry BurlakoffMinuteman Press of Shelton
Elizabeth CantasPerkinElmer
Rashida CundiffPeople’s United Bank
Pamela EllsworthNaugatuck Valley Savings & Loan
Michaelangelo GuerreraFocaccia’s Cafe & Catery
Ralph KhroneIroquois Pipeline Operating Company
Debbie LeClercNaugatuck Valley Savings & Loan
Melissa MahonWebster Bank
Mary Ann MiskowiczBetter Packages, Inc.
Barbara MooreValley YMCA
David MorganTEAM, Inc.
Edward MwelwaEDM Accounting & Taxes
Ramon PeraltaPeralta Design
Kate PipaACT Spooner House
John ReadyValley Community Foundation
Angelina StackpoleAmerican Heart Association
Carol Takacs Iroquois Pipeline Operating Company
Seneca ToddUIL Holdings
Theresa Waldron-YancoskieBenchmark Senior Living
LEADERSHIP GREATER VALLEY
214 people from Valley families received gifts this holiday season thanks to the generosity of our corporate partners:
A. Albert SalonAltair Global Relocation AMS WINSBarnum Financial, An office of MetLife Dayton T. BrownFocaccia’s Cafe & CateryFuss & O’Neil Inc.
Iroquois Pipeline Operating CompanyLex ProductsMinuteman Press of SheltonNavigantNPI MedicalPeople’s United BankPeralta Design
Pitney BowesPrudentialR.D. ScintoSikorsky Spataro ConstructionValley United WayWebster Bank
HOLIDAY GIVING
95 AUCTION ITEMS 257 TICKETS
SOLD $20,000 NET PROFIT
In an unexpected turn of events Winter Storm Jonas dropped over a foot of snow in the Valley area the day of our 2nd Annual Community Gala, but that didn’t stop the party! Those who braved the storm and ventured out to the Trumbull Marriott enjoyed a night of excellent food, a fantastic performance from Keys to the City Dueling Pianos and amazing auction items including everything from gorgeous jewelry and artwork to mountain bikes
and gift cards. Thank you to our guests, auction donors and sponsors who made this event happen!
Pitney BowesPrudentialR.D. ScintoSikorsky Spataro ConstructionValley United WayWebster Bank
COMMUNITY GALA
ALLOCATIONS COMMITTEE MEMBERSRonald Villani- ChairUniversity of New Haven Thomas Christiano Community Volunteer
Mark DacontoBasement Systems
John DeGrayBudderfly, LLC
James GeisslerCommunity Volunteer
David J. GrantDavid M. Grant Caterer’s Jennifer KalasardoIroquois Pipeline Operating Company
Robert LeskoDiMatteo Group
Mary McNelis Town of Seymour
Ned MillerNed Miller Agency, A Division of Starkweather & Shepley Ins.
Mary Ann MiskowiczBetter Packages, Inc.
Allie RaffertyValley United Way Youth Leadership
Cindy Rinaldi Webster Bank
Brian SextonCommunity Volunteer
Michele SiuValley United Way Youth Leadership
Phyllis SochrinCommunity Volunteer
Bob VanEgghen PerkinElmer
Rob VanEgghenDRS Seismic Consultants LLC
Thomas WelchWelch, Teodosio, Stanek & Blake
Ron VillaniAllocations Co-Chair
ALLOCATIONS CHAIR & COMMITTEEThe Allocations Committee is charged with examining all requests for funding and making recommendations to the Board of Directors for final action. We want to thank a very dedicated group of volunteers who spent a significant amount of time examining budgets and visiting agencies to view funded programs in action. There is never enough funding to meet all of the needs in the community, but our volunteers make their recommendations to the Board of Directors based on a solid footing of facts and careful review – and a lot of thoughtful and compassionate debate.
You can see the result of their work on the listing of allocations and donor designations elsewhere in the report, we want to thank the committee members (see below) for their hard work this year. I also want to thank both the volunteers and the agencies for their cooperation as we began the move to a new on-line platform for the allocations process.
I should point out that in addition to the regular allocations, a total of $29,493 was made through Special Needs Grants and an additional $123,285 was distributed through donor designated funds during the last fiscal year.
Ned Miller Allocations Co-Chair
$11,026
$18.320
$26,562
$32,884
$4,244
$90,745
$42,851
$36,851
$6,000
$3,700
$7,519
$4,676
$1,400
$1,675
$52,183
$2,000
$9,500
$20,000
$9,120
$617
$1,745
$9,000
$40,305
$10.300
$9,014
These numbers are combined totals of allocations, designations & special allocations paid during the
fiscal year ending June 30, 2015
2015-2016
PARTNER AGENCIES
2-1-1
American Red Cross - CT Region
Area Congregations Together - Spooner House
BHcare - Center for Domestic Violence Services
Big Brothers Big Sisters of Southwestern CT
Boys & Girls Club of the Lower Naugatuck Valley
Boy Scouts - Housatonic Council
Catholic Charities
Christian Counseling & Family Life Center
Derby Day Care Center
Father McKenna St. Vincent de Paul Society
Girl Scouts of CT International Institute
Julia Day Nursery & Kindergarten
LNV Parent Child Resource Center
New Haven Legal
Meals on Wheels - TEAM Inc.
Rape Crisis Center of Milford
Recreation Camp
SONCCA
United Services Organization
Valley Family Resource Center - TEAM Inc.
Valley YMCA
Visiting Nurse Association of South Central CT
Wellmore Behavioral Health
The audited figures for the period ending June 30, 2015 resulted in a small growth in reserves reversing a two year decline. Our cash position has remained strong, and our reserves at $482,575 remain within the prudent three to six month operating reserve guidelines established by the Board of Directors. Our challenge
continues to be to increase and diversify our revenue stream during a
period of major change in the philanthropic arena. The Finance Committee continues to work very closely with the Board to ensure the economic health of the organization.
As always, it is important to note that the audited figures do not show the full financial impact of Valley United Way. Many of the activities conducted by Valley United Way - and highlighted throughout this annual report - bring in significant additional resources benefitting the community. Those activities primarily carried out by our Corporate Volunteer Council included clothing children for the new school year, the Harvest House VI food project, conducting monthly food and clothing drives and carrying out a wide array of special holiday projects that benefit the neediest in our community. The value of those efforts is enormous even though not reported as part of the audited figures.
It is an honor to serve as Treasurer and to work very closely with a very talented and devoted Finance Committee that has remained together for a number of years now.
Greg DeStefanoCherubina & Company P.C.
(Per audit 6/30/15)June 30,UNRESTRICTED NET ASSETSUNRESTRICTED REVENUES AND OTHER SUPPORT Campaign contributions-current Less donor fields of service-current Less donor designations-current Provision for noncollectable pledges TOTAL CAMPAIGN Foundation grants Special events and other Investment income In-kindTOTAL UNRESTRICTED REVENUES AND OTHER SUPPORT ALLOCATIONS AND FUNCTIONAL EXPENSES Allocations (including Special Needs of $25,000 in 2014)
Functional expenses (including donated services,
and facilities of $7,733 and $10,494) Community program services Management and general Fund raisingTotal functional expensesTOTAL ALLOCATIONS & FUNCTIONAL EXPENSES
INCREASE (DECREASE) IN UNRESTRICTED NET ASSETS TEMPORARILY RESTRICTED NET ASSETS-contributionsReleased to unrestricted net assets
INCREASE (DECREASE) IN NET ASSETS NET ASSETS at beginning of year
NET ASSETS AT END OF YEAR
2015 2014
$1,040,394 $965,397 (25,659) (31,929) (123,801) (123,337) (60,809) (57,519) 830,125 752,612 205,403 188,722 70,475 96,042 51 51 4,733 10,494 $1,110,787 $1,047,921
422,576 478,124
359,896 370,433 106,407 114,708 200,267 196,909 666,570 682,050$1,089,146 $1,160,174 29,899 (112,253)
5,150 8,258 (8,258) - (3,108) 8,258 26,791 (103,995)
455,784 559,779
$482,575 $455,784
MESSAGE FROM THE TREASURER
FINANCE COMMITTEEGregory P. DeStefano – ChairCherubina & Company P.C.
Jennifer BullDworken, Hillman,LaMorte & Sterczala, P.C.
Michael MarcinekFletcher-Thompson
William M. Miller Jr.Miller Investment
(Per audit 6/30/15)ASSETS
June 30, 2015 2014
CURRENT ASSETSCash and cash equivalents $467,833 $385,061 Accounts receivable - 3,597Contributions receivable, less allowance for uncollectable amounts of $118,842 and $87,773 228,165 261,604Grants receivable 5,000 40,000 Prepaid expenses 18,249 18,462 TOTAL CURRENT ASSETS 719,247 708,724Equipment less allowance for depreciation of $121,456 and $97,858 88,832 91,359 TOTAL ASSETS $808,079 $800,083
LIABILITIES AND NET ASSETS
CURRENT LIABILITIESAccounts payable and accruals $8,661 $10,146 Designations and allocations payable 121,191 128,882 Deferred revenue – grants 120,826 159,960 Deferred revenue – other 74,826 45,311 TOTAL CURRENT LIABILITIES 325,504 344,299 NET ASSETS- UNRESTRICTED 447,425 447,526 TEMPORARILY RESTRICTED 5,150 8,258 482,575 455,784
TOTAL LIABILITIES AND NET ASSETS $808,079 $800,083
per audit 6/30/2015
Allocations$422,576
Special Needs/Fields of Service$29,493
Designations- Non-Partner Agencies$98,900
Designations- Partner Agencies$24,385
Allocations/Designations/Fields of Service Payouts
73
%
5% 17
% 4%
2015 2014
$1,040,394 $965,397 (25,659) (31,929) (123,801) (123,337) (60,809) (57,519) 830,125 752,612 205,403 188,722 70,475 96,042 51 51 4,733 10,494 $1,110,787 $1,047,921
422,576 478,124
359,896 370,433 106,407 114,708 200,267 196,909 666,570 682,050$1,089,146 $1,160,174 29,899 (112,253)
5,150 8,258 (8,258) - (3,108) 8,258 26,791 (103,995)
455,784 559,779
$482,575 $455,784
FINANCIAL POSITION
Thanks to your generosity during our annual campaigns, Valley United Way has been able to fund health and human services programs that touch thousands of people in our community. But annual gifts alone cannot fund the future. As our community
continues to change and grow, our Annual Campaign may be hard pressed to keep pace with emerging needs. It is for this reason – to prepare for our community’s future, that the Heritage Fund has been created. The Heritage Fund is a special fund, separate from our annual campaign that serves as Valley United Way’s permanent endowment. It is our promise to the community that we will always be here to help those in need. The Heritage Fund is your opportunity to leave your mark and to invest in your community’s future, by making a gift that will be remembered for its enduring benefits toward our community. Your attorney or financial advisor can help guide you in selecting what’s best for you.
Gift Opportunities Include:• A bequest through your will• Gifts of cash, stocks, or real estate• Life income gifts• Memorial & tribute gifts
For more information, please contact Valley United Way.
Raymond P. Lavietes Foundation:This generous funding helped to support the Volunteer Center and the Youth Leadership Program as well as to fund the technology that is the backbone for our operations and some of our marketing and communications efforts.
The Prudential Foundation: The Prudential Foundation funded the Valley Hunger Study & Valley United Way’s participation in the ALICE Report. The Prudential Foundation has also made a generous grant to support the Youth Leadership Program.
Graustein Memorial Fund: Supported Early Childhood Initiatives in Ansonia and Shelton through regular and matching grant programs.
Katharine Matthies Foundation:Provided significant funding for the Ansonia Early Childhood Initiative.
The Friend A. Russ Fund: Made an annual contribution that supports the full range of community programs supported by Valley United Way.
Webster Bank: Provided a special grant for a campaign assistant to help us with our most important work – the Annual Community Campaign.
The Valley Community Foundation: Provided support for the Valley United Way’s technology upgrades and training. The Foundation also provided funding to the Ansonia Early Childhood initiative.
Valley United Way is fortunate to have the support and cooperation of several other funders in carrying out much of our work in the community. We want to acknowledge the following funders:
GRANTS & HERITAGE FUND
For Your Information
Need a volunteer to help at your organization? Looking to go out in your community and give your
time and talents?
Check out Valley United Way’s e-volunteer, your one stop shop for everything volunteer related. Easily post opportunities for your nonprofit or search to see what’s available for you to get involved with.
Visit us today at www.valleyunitedway.org
MEMBERS OF THE CORPORATION
OfficersJanice Sheehy*ChairWebster Bank
Jennifer Bull*Vice-ChairDworken, Hillman, LaMorte, & Sterczala, P.C.
Gregory P. DeStefano*TreasurerCherubina & Company, P.C.
Jimmy Tickey*SecretaryJWN Online
Members of the Board
Freeman Burr*Retired Superintendent of Shelton Public Schools
Patrick CharmelGriffin Hospital
Eileen Lopez-CordoneUIL Holdings
John DeGrayBudderfly, LLC
Michael GnibusGE Global Patent Operation
Johanne HendersonBIC Corporation
Mona KadiwarEdgewell Personal Care
John McFarlandHubbell Incorporated
Deborah McGuiganPrudential
Carol MerloneAnsonia Board of Education
Edward W. Miller, Jr.*Ned Miller Agency,A Division of Starkweather & Shepley Ins.
Mary Ann MiskowiczBetter Packages, Inc.
Fred OrtoliFred Ortoli Photography
Joseph PagliaroEdward F. Adzima & Riverview Funeral Homes
Ruth ParkinsIroquois Pipeline Operating Company
Joseph PerunPeople’s United Bank
William PurcellGreater Valley Chamber of Commerce
Richard RosenThe R.H. Rosen Group
Thomas A. Steeves, Jr.American IT Solutions, Inc.
Thomas SutnikAttorney-at-Law
Dominick ThomasCohen & Thomas
Kristen Urso-Rio*GE Global Operations
*Executive Committee
Joseph AndreanaJudith W. AugustaJean AxtellKenneth BaldygaWilliam C. BassettWilliam H. BassettBertha M. BeldenRick BeldenTrish BruderRichard BsharaJennifer BullFreeman BurrAdrienne CabralWilliam CarlsonLauren CasalveriDavid CassettiPatrick CharmelSharon ClosiusMaureen CoffeyJames E. CohenTheresa ConroyMatthew ConwayEugene CoppolaEileen Lopez- CordoneMarilyn CormackVirginia CostiganSusan CoyleJoseph CriscoJohn DaniellCharlene DeFilippoJames DellaVolpeJohn DeGrayEd DeMarseillesGregory P. DeStefanoHarry DiAdamoAngelo DirienzoJulius Douglas**Anita DugattoWilliam DunlopEleanor M. DupleseFrederick J. Elmy
Richard Feher Jo-Lynn FlahertyChris GalloJames GeisslerLinda GentileMichael M. GnibusDavid J. GrantDavid M. GrantThomas I. GreeneJames Guerrera*Josephine Hasfal*Johanne HendersonRob KaneKevin KellyM. Elizabeth KennardThemis Klarides Richard KnollDavid LabriolaMark A. LaurettiErnestine LuiseNicholas LuiseMichael S. MarcinekJohn McFarlandDeborah McGuiganCarol MerloneEdward W. Miller Jr.W. Kurt MillerWilliam M. Miller Jr.Sue MillicanDavid MorganWilliam C. NimonsDeborah NoackAna V. OrtizJoseph Pagliaro Jr.*Ruth ParkinsAl Patuzzi*Mary L. PepeJason PerrilloLynne PerryWilliam C. PowandaMelissa PucciWilliam Purcell
Jack RibasArthur C. RiderKathleen RiddleDavid M. RifkinKristen Urso-RioRichard RosenGeorge J. RyanKenneth V. SchwartzKatie ScintoPaula ScintoBrian SextonJanice SheehyCaroline Sloat*Maria A. SmithKaren SpargoColleen SpoonerGregory J. StamosCharles M. Stankye, Jr.Thomas SteevesDiane StromanThomas SutnikChristine SyriakNicholas TarasovicGeorge R. TempleDominick J. ThomasJimmy TickeyRoseanna Tufano*Robert C. VanEgghenRobert J. VanEgghenRonald VillaniThomas J. WelchPhilip L. WhiteMichael Wynne
*2015 Agency Representatives to the Corporation
** Deceased
Valley United Way Board Members
BOARD & CORPORATORS
FLYNN AWARD COMMITTEEJoseph AndreanaCommunity Volunteer
Bill NimmonsCommunity Volunteer
Fred OrtoliFred Ortoli Photography
Janice SheehyWebster Bank
Diane StromanTEAM, Inc.
MARKETING COMMITTEEChair – Richard RosenThe R.H. Rosen Group
Tom ColvilleColville Insurance
Dan IannelloSacred Heart University
Tim Koletsos BIC Corporation
Eileen Lopez-Cordone UIL Holdings Corporation
Deb NoackSacred Heart University
Fred Ortoli Fred Ortoli Photography
NOMINATING COMMITTEEWilliam Purcell- ChairGreater Valley Chamber of Commerce
Jennifer BullDworken, Hillman, LaMorte & Sterczala, P.C.
Fred OrtoliFred Ortoli Photography
Ruth ParkinsIroquois Pipeline Operating Company
Janice SheehyWebster Bank
Jimmy TickeyJWN Online
VOLUNTEER CENTER ADVISORY COMMITTEEGail CatlinSeymour Board of Education
Martha Z. DenstedtGriffin Hospital
Terri HoughtonCommunity Volunteer
Carol KirbyCommunity Volunteer
Reina MarascoValley Regional Adult Education
Barbara QuinnUnited Methodist Homes
Suzanne ReillyTEAM, Inc.
Shaye RoscoeBoys and Girls Club of the LNV
Sue WestineTEAM, Inc.
Board of Directors
Executive Committee
Allocation Committee
President & COO
Director of Development
Campaign Cabinet
Marketing Committee
Accounting & IS Coordinator
Administrative Assistant
Volunteer Center Director
High School Volunteer
Council
Corporate Volunteer
Council
Youth Leadership
Volunteer Center Advisory
Committee
Finance Committee
COMMITTEES
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