United Way of Central West Virginia, Inc. 2016 Annual Report September 27, 2016
2015 Beneficiary Highlights Impact Area # of Programs Individuals Served Total Allocation Education 5 979 $ 95,535 Health 7 23,132 $ 406,279 Financial Stability 3 2,129 $ 82,237 Safety Net 17 34,042 $ 604,143 32 60,282 $1,188,194* *Note: Total Allocation represents dollars allocated by the volunteer driven Citizens Review process. Total Allocation excludes direct donor designations and pass thru contributions.
Schedule of Allocations Allocations to Partner Agencies for Fiscal Year Ending June 30, 2016 Agency Name Alzheimer s Association American Red Cross of Central West Virginia and Putnam County Boone County Community Organization Catholic Charities West Virginia Children s Therapy Clinic Court Appointed Special Advocates (CASA) Daymark, Inc. Goodwill Industries of Kanawha Valley, Inc. Heart & Hand Community Service Center Kanawha County Heart & Hand Community Service Center Putnam County Total Amount Paid $ 11,389.17 74,170.89 131.37 11,996.01 82,058.49 6,558.60 65,775.21 12,160.02 10,691.43 34,395.93
Schedule of Allocations Allocations to Partner Agencies for Fiscal Year Ending June 30, 2016 Agency Name Kanawha Hospice Care Kanawha County Schools Shoe Fund Kanawha Dental Health Council, Inc. Kanawha Valley Fellowship Home LEAD Community Organization Legal Aid of West Virginia Literacy Volunteers of Putnam County Madison Baptist Church Food Pantry Mountain Mission Nitro Food Pantry & Assistance Program PRIDE Community Services Total Amount Paid $ 22,060.71 29,518.37 67,950.99 22,487.46 31,149.72 22,658.64 3,550.11 10,957.41 62,231.25 1,817.16 40,039.74
Schedule of Allocations Allocations to Partner Agencies for Fiscal Year Ending June 30, 2016 Agency Name Putnam County Dental Health Council Roark-Sullivan Lifeway Center The Counseling Connection The Salvation Army Tyler Mountain/Cross Lanes Community Services U.S.O. World Headquarters West Virginia Health Right, Inc. YWCA of Charleston Total Amount Paid $ 8,209.13 51,761.79 102,521.76 124,520.07 14,182.47 1,500.93 143,979.33 134,690.58
Year in Review Community Services Highlights: 1. Phase I of United Way s new funding approach was implemented. 10% of the 2017 Community Impact funding was designated to one priority need that will focus on alcohol and/or drugs. - Allocations used a Letter of Intent process - Open to any qualifying 501(c)(3) organization in the UWCWV service area - Pre-developed, targeted outcomes were established Result: Three new Agencies were approved by the Board to receive funding: Rea of Hope, Recovery Point of Charleston and the Kanawha Pastoral Counseling Center 2. Community Services planned for Phase II of the new funding approach: Full implementation of a needs/outcome based allocation process that will be open to qualifying 501(c)(3) organizations in the UWCWV service area. 3. 35 volunteers participated in the review of 26 programs and made recommendations to allocate community care dollars for calendar year 2017.
Year in Review Community Services Highlights - continued: 4. Completed a comprehensive Community Needs Assessment with the assistance of Kingery & Company. Information was used to determine the Phase II priority funding areas. 5. Backpack Buddy Program Continued this successful summer food program for Putnam County students supported 751 students from 376 families. Volunteers prepared 2,274 boxes containing 3 food and 1 hygiene shipment for each student. More than $50,000 in funding was generated with assistance from United Way, community foundations, businesses and individuals. This was the second year for the Backpack Buddy program in Boone County. Volunteers prepared 1,420 boxes containing 3 food and 1 hygiene shipment for 438 eligible students during the summer months. With much community support, $30,739 in funding was generated with assistance from United Way, community foundations, churches, businesses and individuals. 6. Initiated a United Way of Central WV Flood Emergency Fund in response to the June 23 rd flood that impacted hundreds of homes in Kanawha County and Clay Counties.
Year in Review 10th Annual Day of Caring On September 16th 650 volunteers participated in United Way's Day of Caring. Generations United to Give resulted in 55 service projects being completed across all 5 counties! Volunteers from Rev Up Boone County, led by Ron Grant volunteer, at EnAct Community Action Boone County. Volunteers from Morgan Stanley and Herman Cormany work with the Clay County Business Development Authority on the Buffalo Creek Trail project. 20 Capital High School student council members volunteer at Believe in WV. BB&T and AEP employees volunteer at PRIDE Community Services. Employees from Putnam Wellness, City National and TW Metals volunteer at the Teays Valley Church of the Nazarene community recreation area.
Year in Review Resource Development/Campaign Highlights: The United Way of Central WV hosted SunDae FunDae on Sunday, August 9 th at the South Charleston Mound. It was a huge success with thousands of people attending to enjoy music, ice cream and entertainment! This special event netted $14,000 in revenue. United Way of Central West Virginia teamed up with Smith Company Motor Cars to raffle a 2016 Land Rover Discovery. This raffle resulted in an additional $27,375 in special event revenue. As a result of the number of tickets sold, the GRAND PRIZE was revised to a cash prize of $10,000. Proclamation of Support 19 businesses signed this Proclamation creating an additional $11,800 in pledge revenue.
2015 GRAND PRIZE GIVING INCENTIVE SPONSOR The United Way giving incentive program creates excitement and provided an opportunity to thank donors for their generosity. Prizes for incentive drawings are donated or paid for by our generous sponsors. Wells Home Furnishings once again sponsored a Grand Prize for Capitol Club donations of $500 or more. Capitol Club donors were also eligible to win one of ten additional incentive prizes.
2015 GIVING INCENTIVE SPONSORS Thanks to our generous sponsors and their continued support. The giving incentive program is in its sixth year. Individuals contributing at least $260 to the 2015-2016 campaign were eligible to win one of these great prizes. Incentive Sponsors 1 st PRIZE 2 nd PRIZE 3 rd PRIZE Myrtle Beach Outdoor Adventure Four Seasons WV Vacation Package Package Stay-cation 4 th PRIZE Riding Lawn Mower 5 th PRIZE Gas Grill 6 th PRIZE Tread Climber 7 th PRIZE His & Her Trek Bikes ipad 8 th PRIZE 9 th and 10 th PRIZE $200 Kroger Gift Card NO campaign dollars were used to cover the cost of incentive prizes.
Year in Review Information and Referral (I&R) Achievements: 1. Provided information and referral to 3,335 individuals seeking resources to meet the needs of themselves and/or their families. 2. The Christmas Bureau database was used to screen 5,962 children for toys and 4,267 people for food for a total of 10,229. Comprised of 30 members including social service agencies, churches and town governments, the Christmas Bureau served families in Boone, Kanawha and Putnam counties. 3. Worked with the Charleston Gazette-Mail Neediest Cases and 10 social service agencies to allocate resources to 232 individuals. 4. Updated the WV 2-1-1 resource database for our service area. The director of I&R is an administrator of the WV 2-1-1 statewide database and handles technical issues with the ServicePoint database for all of the WV 2-1-1 partners in the state. 5. Success story: A mother of several children called I&R looking for help leaving a domestic violence situation. When I&R gave her referrals for domestic violence shelters she stated she had contacted them with no success. I&R took her name and phone number, contacted the shelter and after talking to the staff, realized she had not articulated how much danger she was. I&R explained the situation to the director of the agency involved and with the mother s permission, shared the mother s contact information. That agency in partnership with the WV State Police, Kanawha County DHHR took multiple cars to the home, loaded up the family while the father was at work, and took them to a safe location.
Year in Review United Way Sponsored Initiatives Adolescent Health Initiative AmeriCorps VISTA Foster Grandparent Program LifeBridge AmeriCorps Traditional LifeBridge AmeriCorps Vet Corps Retired and Senior Volunteer Program
Year in Review Adolescent Health Initiative Region III Counties Served: Boone, Clay, Kanawha and Putnam Achievements: 1. There was a shift in focus for the Adolescent Health Coordinator s scope of work to Teen Well Checks. 2. In 2015-16, AHC s surveyed youth and parents concerning annual Teen Wellness Visits or Well Checks. 85.83% of youth and 90% of parents said teens have a family doctor. Many lacked information that the well checks are free and include sports physical forms being signed. 3. Vaccines are being stressed, including HPV cancer prevention shots. 4. 380 parent resource bags were distributed during Back to School events in two counties. 5. All of the program activity knowledge gained has determined the AHI s direction for 2016-2017. The 20th Annual Teen Institute was held in June. Sixty middle school youth attended. Alums returned to share their success stories with the teens.
Year in Review AmeriCorps*VISTA Geographic Scope: Brooke, Clay, Hancock, Marion, Kanawha, Monongalia, Nicholas, Preston, Randolph, Taylor and Upshur Counties. Volunteers: 15 members Achievements: 1. 1,163 new volunteers were recruited to serve along with returning volunteers for a total of 12,635 hours (an increase of 348 volunteers from 2014-15). 2. 4,125 adults and children were served 3. 45 service projects and 40 fundraisers were completed 4. $146,491 in funding was secured by the members through grant writing, fundraising and in-kind donations. 5. $47,744 in non-cash donations was used to sustain 28 projects and build capacity in the organizations served. VISTA was founded in 1965 as a na5onal service program to fight poverty in America.
Year in Review Foster Grandparent Program Geographic Scope: 51 service sites in ten counties; Boone, Cabell, Fayette, Greenbrier, Lincoln, Logan, Kanawha, Mason, Putnam and Wayne Volunteers: 63 volunteers working 20 to 40 hours per week, totaling 114,894 hours 2015-16 Achievements: 1. In the last three years, 772 children with special needs received 1:1 care and attention provided by our Foster Grandparents, exceeding our goal by 17%. 2. 97% of the children with Tutoring and Literacy Needs demonstrated measurable academic improvement and/or positive emotional and behavioral growth. 3. 94% of the children in School Based Mentoring assisted by a Foster Grandparent demonstrated measurable academic improvement and/or positive emotional and behavioral growth. 4. Foster Grandparents provided assistance in three areas of Early Childhood Education. Children assisted in these programs demonstrated an average of 89% measurable improvement. Statement from a 60 year old Foster Grandparent: Making a difference in a child s life is the main reason I got into the Foster Grandparent Program. I have taught kids baseball; some did not know how to play because they had no Dad to show them. Helping them learn to read, tell time, helping them learn about the world around them and through this I have also become involved in afterschool programs. The kids surround me every day when I get to school with hugs and smiles. The teacher calls me the Pied Piper, the way they follow me! It gives me joy to know that I make a difference in their lives! Geographic Scope: 51 service sites in ten counties; Boone, Cabell, Fayette, Greenbrier, Lincoln, Logan, Kanawha,
Year in Review LifeBridge AmeriCorps Traditional Program LifeBridge AmeriCorps is a statewide full time AmeriCorps program that seeks to improve school readiness, academic achievement, job readiness assistance, financial literacy services, long term hunger alleviation, and community service projects in sites throughout West Virginia. Graphic Scope: 18 counties, 43 service sites Members: 62 members serving full-time Achievements: 4,265 school age children were tutored/mentored; 396 birth to age 5 were served. 2,863 families served in family time events and parenting workshops. 136 college students received assistance to remain in school. 134 adults enrolled in a degree seeking program. 860 received financial literacy services. 886 adults assisted with job skills. o 109 adults secured jobs o 39 adults working on their TASC (GED) o 477 adults actively seeking employment 2,816 new volunteers were recruited and served a total of 47,540 hours in WV communities. 36 members provided disaster relief services to over 7,627 individuals in WV communities. 10,635 service projects were completed across WV. 16,821 individuals received Information & Referral services.
Year in Review LifeBridge AmeriCorps Vet Corps LifeBridge Vet Corp addresses the Veteran and Employment/Opportunity areas and engages military veterans in national service to provide peer mentoring, employment and skills training, information and referral services, and financial literacy services and supports to military veterans and other adults who are currently experiencing homelessness or who are at risk of becoming homeless. Graphic Scope: Kanawha, Logan, McDowell & Raleigh Counties Members: 8 military veterans serving full-time. Achievements: 1,276 military personnel & 842 veterans received assistance. 414 military families received assistance. 38 military children received assistance. 1,973 received military benefits assistance.
Year in Review Retired and Senior Volunteer Program Counties Served: Volunteers: Boone, Cabell, Doddridge, Harrison, Kanawha, Lincoln, Marion, Mercer, Monongalia, Monroe, Preston, Putnam, Summers, Taylor, Upshur and Wayne 757 volunteers / 122 Stations Volunteer Hours: 92,832 (Value of volunteer hours = $1,670,988) Average volunteer served 114 hours! Other Achievements: 1. Disaster Focus Impact: Volunteers prepared 1,165 Disaster Kits 3,493 total volunteer hours given to disaster preparedness 2,490 hours staffing disaster assistance call centers 2. RSVP volunteers assisted in preparing 9,500 backpacks that were distributed to students in schools impacted by the June flood. 3. Boone County RSVP Volunteers assisted with packing, labeling and loading over 1,200 food and hygiene boxes for the Backpack Buddy Program that served over 400 students. Backpack Buddy: Another successful summer of helping students and families!
Year in Review Earned Income Tax Credit As part of a state-wide coalition, United Way of Central West Virginia led free tax preparation efforts in Boone, Clay, Kanawha, Logan, Mingo, and Putnam counties. 20 volunteers prepared 900 returns for low- to- moderate income families. Refunds totaled more than $1.3 million with $339,231 of that being from Earned Income Credit claimed by people who qualified. with the Earned Income Tax Credit
Statement of Financial Position - For the Fiscal Year Ending June 30, 2016 with Comparative Totals as of June 30, 2015 ASSETS 2016* 2015 Cash and Cash equivalents $987,169 $1,069,554 Accounts receivable 181,332 200,567 Pledges receivable (net) 570,156 666,689 Prepaid expenses 54.414 63,207 Total Current Assets 1,793,071 2,000,017 Land, building, equipment (net) 502,800 530,451 Long-Term Investments 745,417 741,722 Total Assets $3,041,288 $3,272,190 LIABILITIES Accounts payable 49,470 25,489 Accrued expenses 28,852 29,706 Grant funds received in advance 573,358 594,886 Donor designations 195,638 313,015 Total Current Liabilities 847,318 963,096 Net Assets Unrestricted 1,570,612 1,658,300 Temporarily restricted 623,358 650,794 Total Net Assets 2,193,970 2,309,094 Total Liabilities and Net Assets $3,041,288 $3,272,190
Statement of Activities - For the Fiscal Year Ending June 30, 2016 with Comparative Totals as of June 30, 2015 2016* 2015 Revenues, Gains, and Support Net pledges $1,699,452 $2,028,947 Investment income 17,237 34,646 Grant & program income 2,172,788 2,141,636 Miscellaneous income 297,411 67,116 Total Revenue, Gains, and Support 4,186,888 4,272,345 Expenses and Losses Total program costs 3,454,414 3,558,892 Management, fundraising, and general 847,636 729,006 Total Expenses and Losses 4,302,050 4,287,898 Change in Net Assets (115,162) (15,553) Net Assets, Beginning of Year 2,309,094 2,324,647 Net Assets, End of Year $2,193,970 $2,309,094 *Preliminary
Source and Use of Funds 2015-2016 Where the Money Comes From (YTD) Where the Money Goes (YTD) 2,500,000 2,000,000 1,500,000 1,000,000 500,000 2,500,000 1 0.9 0.8 2,000,000 0.7 0.6 1,500,000 0.5 0.4 1,000,000 0.3 0.2500,000 0.1 0 0 0 Dollars Grants Pledge Other Special Events Wages Wages Allocations Operating Expenses Grant Grant Expenses Expenses
Helping Hand Award Presented annually to our Volunteer of the Year
2016 Helping Hand Award Ronald Grant Ronald Grant has been selected to receive the 2015 Helping Hand Award. Ron is currently serving on the Resource & Development CommiLee for the United Way of Central WV s 2015 Genera&ons United to Give campaign. Ron has been a member of the United Way Board of Directors since 2015 and also serves on the Senior Corps Advisory Council. Beyond his service to United Way, Ron serves the community through Boone County Community Organiza5on, Medical Reserve Corp, United Way RSVP, American Red Cross, WV Symphony, Rev Up Madison, Gabriel Project of WV, Boone Memorial Hospital, Center of Organ Recovery & Educa5on, Ronald McDonald House, and MORE. Ron and his wife Danna reside in Boone County, WV. Thank you Ron for all you do to support the community through United Way!
The Year Ahead 2016-2017 Campaign Goal: $2,200,000
BOARD OF DIRECTORS 2015-2016 Mark Chandler - Chairman Triana Energy Brenda Grant - Vice Chairman Charleston Area Medical Center Lee Edmondson - Treasurer Morgan Stanley Wealth Management Amy Condaras - Secretary Spilman Thomas & BaLle Ma6 Bischof GEICO of WV Sean Devlin Enterprise Holdings, Inc. Randell D. Foxx Boone Memorial Hospital Ronald Grant Re5red- Mining Industry Eric Halstead University of Charleston Steve Hewi6 Star USA Federal Credit Union Michael Holtsclaw BB&T Guy S. Johnson City Na5onal Bank Ralph Miller Charleston Community & Family Development Corpora5on Timothy Miller Babst Calland Roger O Dell American Electric Power Norman W. Trip Shumate III Charleston Newspapers Kenneth Tawney Jackson Kelly PLLC L. Newton Thomas, Jr. Carbon Fuel Founda5on Lisa M. Turley Legal Inves5ga5ve Services Kevin Waldo Jackson Kelly PLLC Jerry L. Ware Re5red Paul S. White Commercial Insurance Services Andy Young Dixon Hughes Goodman, LLP
STAFF PRESIDENT JOHN BALLENGEE FINANCE MENDI HARKINS, CHIEF FINANCIAL OFFICER GINGER STANLEY, ACCOUNTANT KELLY DOWDY, ACCOUNTS PAYABLE/RECEPTIONIST INTERNAL OPERATIONS OTIE VITITOE, INTERNAL OPERATIONS DIRECTOR RESOURCE DEVELOPMENT JANICE SAAR, RESOURCE DEVELOPMENT DIRECTOR CINDY CROSSAN, CAMPAIGN ASSOCIATE UNITED WAY SPONSORED INITIATIVES ADOLESCENT HEALTH INITIATIVE MARGO FRIEND, DIRECTOR AMERICORPS VISTA REBA CROSSEN, DIRECTOR CASSANDRA CURTIS, ASSISTANT DIRECTOR FOSTER GRANDPARENT PROGRAM KIM GOOD, DIRECTOR AMBER FLYNN, ASSOCIATE DIRECTOR LIFEBRIDGE AMERICORPS/VET CORPS ROBIN BOWMAN, DIRECTOR DARNITTA ELSWICK, ASSOCIATE DIRECTOR COMMUNITY SERVICE TEAM LISA HUDNALL, COMMUNITY SERVICE DIRECTOR INFORMATION & REFERRAL BARBARA MALLORY, DIRECTOR CHEYANNE SHOEMAKER, AMERICORPS MEMBER RETIRED AND SENIOR VOLUNTEER PROGRAM KERRI COOPER, DIRECTOR CONTRACT STAFF DANNA GRANT, RSVP COORDINATOR RON KIRK, INFORMATION TECHNOLOGY MARSHA SOUTHALL, SPECIAL PROJECTS SPECIALIST