NOTABLYMO

STUNITED WAY OF ASHEVILLE AND BUNCOMBE COUNTY

2011 RESULTS

UNIQUE APART

UNITEDTOGETHER

FROM OUR BOARD CHAIR

INVESTMENT STRATEGY, EXPENDITURES, REVENUE & SERVICES

MISSIONVISION

VALUESTHEORY OF CHANGE

WHAT IT MEANS TO LIVE UNITED

A strong, caring community Mobilize our community to help people improve their lives and care for one another.

Collective Action

Community Focus

Compassion

Innovation

Integrity

Responsiveness

Results

When we ENGAGE AND MOBILIzE people to give, advocate and volunteer, when we INVEST resources in AND CONNECT people to solutions in education,

income and health and when we SUSTAIN AND ENHANCE the intellectual, financial and physical

resources to carry out this work, then we can improve lives and advance the common good.

In 2011, United Way of Asheville and Buncombe County received an unqualified opinion of its audited financial statements.

2011-2012 INVESTMENT STRATEGYEducation - $701,150 Income - $721,285Health - $1,034,5962-1-1 of WNC - $124,865Hands On Asheville- Buncombe - $71,959Middle School Success - $100,000

TOTAL EXPENSES - $6,159,891Community Investment Fund and Designations - $4,900,836(Includes Community Investment Fund, 2-1-1 of WNC, Hands On Asheville-Buncombe and Middle School Success, as well as outside designations.)

United Way Overhead - $822,225(Overhead as a percentage of total revenue and services is 13.35 percent; Overhead as a percentage of campaign pledges is 15.5 percent.)

Reserved for Uncollectible Pledges -

TOTAL REVENUE & SERVICES - $6,159,891Annual Campaign Revenue - $5,303,027Legacies and Bequests - $260,308Grants - $329,341Investment Income - $6,468Net Building Revenue - $23,632In-Kind Contributions - $237,115

$436,830

United Way is mobilizing people into collective action through Giving, Advocating and Volunteering in the areas of Education, Income and Health. We believe these are the

building blocks of a good life for everyone.

By making results-based investments in our community, we support long-lasting, measurable change in people’s lives

right here in Asheville and Buncombe County.

In 2011, 23 staff and volunteers created United Way’s 2012-2014 Strategic Plan, elements of which you can see below in our new theory of change and updated mission and values. This strategic plan provides a framework for the focused, outcomes-based annual plans staff use to guide their work. In 2011, staff completed 128 annual plan activities - an impressive accomplishment yielding impressive results.

The return on our $2.5 million 2010-2011 Community Investment Fund investment, for example, exceeded expectations. Instead of the 28,500 people we expected to see reach their goals, nearly 34,000 people successfully improved their conditions in Education, Income and Health. The Board of Directors applauds the high-quality work of our staff, volunteers and partners and looks forward to what we can accomplish together in 2012.

~ Tracy Buchanan

NUMBERSBY

THE

UNITED WAY OF ASHEVILLE AND BUNCOMBE COUNTY

20

169

213

83

2

1628

99

13,100

$355,280

501(h)

5,549

8,000

142

44,642

2,207

3,607 118%

1,035

YEARS OF DAY OF CARING

PEOPLE

INTERNAL REVENUE DESIGNATION

CALLS TO 2-1-1

QUALITY STANDARDS IN 2-1-1’S

ACCREDITATION

ASHEVILLE’S RANk IN VOLUNTEERISM

TEACHER’S PET GAMES COMPLETED

VALUE OF 16,600 VOLUNTEER HOURS

PROVIDERS LISTED IN 2-1-1 DATABASE

DONORS IN OUR ANNUAL CAMPAIGN

LEADERSHIP GIVERS

UNDERWRITERS

ATTENDEES

PARTICIPANTS IN THE OWEN MIDDLE

AFTER SCHOOLPROGRAM

E-NEWSLETTER SUBSCRIBERS

SPIRIT OF NC WINNERS

NEW WEB SITES: UNITED WAY AND

HANDS ONAlmost 50,000 unique visitors to

United Way, Hands On, 2-1-1 sites.

Visit unitedwayabc.org for a complete list, and be sure to thank

and patronize these businesses.To 5 Middle School Success

trainings on interacting with, understanding and engaging adolescents

Allows United Way greater latitude in conducting

advocacy work

Dixon Hughes Goodman LLP & Meritor

2011 RESULTS

1,100 people representing 59 businesses volunteered 3,400

hours on 71 projects

LEGISLATIVE BRIEFING

PARTICIPANTS

PARTICIPANTS IN 24 COMMUNITY CONVERSATIONS

RETURN ON 2010-2011 INVESTMENT

$1.3 million SAVED

By residents using the United Way-sponsored Coast2Coast

prescription drug card

As well as 11,046 online database visits

In literacy and math by volunteers for elementary school students

Among 75 mid-sized U.S. cities

Given by 3,000 volunteers to 146 nonprofits, schools and public entities through 846 projects

promoted/ coordinated by Hands On Asheville Buncombe

And 1,500 Facebook fans

Including 57 Alexis de Tocqueville members (13 new in 2011)

35,916PEOPLE

improved their lives, due in part to our investment of $780,653 in

the area of Education

improved their lives, due in part to our investment of $1,438,830

in the area of Health

21,126PEOPLE

improved their lives, due in part to our investment of $856,618 in

the area of Income

VOLUNTEERSDED

ICAT

EDU N I T E D W AY O F A S H E V I L L E A N D B U N C O M B E C O U N T Y

2011 BOARD, COMMITTEES AND STAFF

BOARD OF DIRECTORS Ray BaileyBob Bolak Cynthia BreyfogleJoe BrumitTracy Buchanan, ChairKit CramerSuzanne DeFerie, Vice ChairHank DunnJennie EblenLeon EllistonRobert FordCatherine FrankPat GrimesPat Fugate HockPat HammondsGibbie HarrisJason IngleGary JacksonAllen JohnsonAnthony JonesAllison JordanJohn KimberlyBill LeeKellett LetsonPatrice MitchellAllan MorseGreg MosherCarol OwensMaria RoloffLeigh RuhlDebbie ShroyerDana StonestreetSusanne SwangerMartha ThompsonGlenn WilcoxJohn WirtzAnn YoungChris Young

2-1-1 COMMITTEEScott BurnetteLeronica CaseyJoe ConnellyHart DahlhauserGraham Fields

Steve GarrisonRoger HartleyDavid JacklinJeff LowdermilkSandy McGlashanBill OvertonSteve PulliamDebbie Shroyer, ChairRon TerryDawn Warren

AuDIT REvIEw TEAMBrian BroomLynn CookChris CrawfordHolly DeckerSteve GreeneDavid KerestesCarrie RobertsSheri RobertsonMarge VollmerhausenDanny Yelton

CAMpAIgN CABINETBruce BurnsJim ChristianMichael CrawfordPat Fugate HockDan GerberLiz HuesemannJohn Kimberly, Vice ChairConnie MollandGreg MosherJohn RuhlSteve SheppardRoderick SimmonsRay StruthSusanne SwangerDoug TateBrenda TaylorFran ThigpenAdrian VassalloDavid WigginsChris Young, Chair

COMMuNITy FuND COMMITTEEAmy BarryChris CrawfordJennie EblenDan GerberErin HenderlightAnthony JonesStephanie KiserTrish MahoneyMarty MannPatrice MitchellJulie MontaneaAllan Morse, ChairCarol Owens, Vice ChairAngie PittmanMary Lynn PowellTara ScholtzSally SteinBob TurnerBen Watts

FINANCE COMMITTEECheryl AtkinsJoe BrumitChris CrawfordJerry DelandTom FitzpatrickRobert GriffinRandy HallBill Lee, ChairFernando LittleMichael MorganLinda NelmsMarge Vollmerhausen

FOCuS AREA: EDuCATIONAnna AustinAmy BarryMarlene Breger-JoyceSandra ByrdTravis DurhamAlice ElioAnthony JonesAllison Jordan

Donna LanahanJohn LauterbachTrish MahoneyMarty MannCindy McMahonRobin MyerCarol OwensCatherine PeckJacque PenickAmy PikeTammy ShookJim TaylorBob TurnerPaul Vest

FOCuS AREA: INCOMETom ByersCharlotte CaplanKathy CocoCeleste CollinsChristina CoreyChris CrawfordScott DedmanHeather DickensAmanda EdwardsLiz HuesemannLaura JeffordsLyn LeslieVicki MeathBrenda MillsDavid NashTim OwenJoshua PierceMary Lynn PowellNikki ReidTim RhodesJohn Ruhl, Jr.Amy SawyerKitty SchallerTara ScholtzGlenda ScofieldMarian SigmonBen WattsBill Whalen

VOLUNTEERSDED

ICAT

EDU N I T E D W AY O F A S H E V I L L E A N D B U N C O M B E C O U N T Y

FOCuS AREA: HEAlTHBarbara AndersonMark BaileyMary BarnettBrenda CarletonVal CollinsRon CurranJackie DulaJennie EblenGaylen ErlichmanAmy FowlerDavid GardnerDan GerberBelinda GrantRaine HarrisonErin HenderlightEmily JacksonEd JenestEliza JohnsonJana KellamBecky KesselStephanie KiserJackie LatekKaren McDonaldBill McGuireJulie MontaneaElaine RobinsonSally SteinRobert WeaverJoe Yurchak

HANDS ON vOluNTEER lEADERSEmily AndrewsMargaret BolloLinda BrinkleyBonnie CarlinClare CookJamye DavisJennie EblenSusan EnderleValerie HolbertAnne LanziPeggy LewisSamantha LittleJulie Lowman

Lucy MacGregorVictoria McDowellLatrella McElrathMaggie McMainsSharon PortAnnie PriceTodd Watkins

HIgHlANDS CIRClE COMMITTEEKelly Brandon, Co-ChairScott WorkmanStephen AikenEric MichaelGreg Sullins, Co-ChairAllison JordanMatthew MaultsbyPaige Littlejohn, Co-ChairJamie TaylorChris CaldwellBrian Gillespie

pEAkS DEvElOpMENT COMMITTEEDerek AllenJonathan BaileyBill BohnsackKelly BrandonPaige LittlejohnMarilyn McDonaldGreg SullinsHolly VandegriftAdrian Vassallo, ChairJennifer WeidemannDavid WhildenJane Whilden

STRATEgIC plANNINg COMMITTEEBob BolakJoe BrumitTracy BuchananSuzanne DeFerie, ChairHank DunnJennie Eblen

Catherine FrankGary JacksonAllison JordanJohn KimberlyPatrice MitchellAllan MorseDebbie ShroyerMartha ThompsonBob Turner

TOCquEvIllE SOCIETy lEADERSHIp COuNCIlJoe BrumitTracy BuchananJim StickneyChris YoungMichael Crawford, Chair

2012 uNITED wAy STAFFDavid BaileyMichelle BennettKaren BillingsElisabeth BockletLinda BrinkleyMaxine BrownRichard CaroMindy ColemanNicole DarseyJames DeeseLance EdwardsJennifer FletcherGina GalloRay GriffithsSandra HigginsGihani IsaacsRon KatzElizabeth KellyCharlie LeeVicki LloydTina MaplesNeela McDadeKevin MontgomeryRachael NygaardLisa RossDewey SmithRachel StokesKaren VernonAnn Von BrockKeith Young

2011 BOARD, COMMITTEES AND STAFF