2011 COMMUNITY UPDATE

Theresa Browne, 2011-12 United Way Honorary Campaign Chair

Theresa Browne has loyally supported United Way for more than 30 years. It wasn’t until she became a United Way Loaned Executive in 2010 that she truly understood her power to make a difference.

1,630Loyal Contributors...and counting!United Way’s Loyal Contributors (individuals who have given for 10+ years) have provided the foundation for our work in the community for decades.

3,673New DonorsLast year, 3,673 individuals pledged their financial support to United Way for the first time.

Over 280Corporate PartnersCorporate support was up 37 percent for the 2010-11 Community Campaign. We are grateful to those organizations that support our community through corporate gifts, in-kind contributions, and workplace campaigns. Please see our website for a full list of corporate partners.

Community Fund grants and allocations The 2011-12 United Way Community Fund grants and allocations increased by 20 percent.

+ 20 percent

$15,000Average Grant Size IncreaseThe average grant size increased by $15,000; the smallest grant was $10,000, the largest, $150,000.

GIVE.COMMUNITY FUNDThe United Way Community Fund invests in programs and initiatives with demonstrable results in Education, Financial Independence and Health. Thanks to the generous support of individual donors and corporate partners, as well as streamlined operational management, United Way of Treasure Valley increased our reinvestment into the community through the Community Fund by 20 percent over last year.

FROM THE CHAIR

This last year has been truly rewarding serving as a member of the United Way of Treasure Valley team. This team includes many individuals, companies, non-profits, foundations, schools, civic leaders and others. As a team, we have much to celebrate.

We’re in the final stages of transitioning to a Community Impact Model, working year-round to strategically address community issues, focusing on lasting systemic change. You will soon hear news about two significant initiatives; the Community Impact Plan and P16 Project, both of which will have a significant impact in our community.

We are continually inspired by the number of people in our community focused on efforts to help others succeed in life. Here in the Treasure Valley, we can make a difference, and we see that every day. It’s been an honor to serve as Board Chair of United Way of Treasure Valley.

Wayne Rancourt, Chairman

VOLUNTEER.

ADVOCATE.To identify and measure the challenges around which our work is focused, United Way of Treasure Valley has launched the 2011 Community Impact Plan. This four-phase plan begins with a community-wide assessment to create a centralized inventory of the community’s most pressing needs. United Way of Treasure Valley is the lead in this effort in partnership with Saint Alphonsus Health System, St. Luke’s Health System and our research partner, Boise State University.

United Way Jr. Service ClubThe United Way Jr. Service Club is an experiential service group for junior-high-aged students that is student led and directed. In 2011, the Jr. Service Club was recognized as the Idaho State Outstanding Youth in Philanthropy for their year-round work in community development. Their current project, Booking it for Literacy, is an early literacy awareness project that culminated in the writing and publishing of 600 books for new foster care kids and families.

EDUCATION

Grants from the United Way Community Fund reached 56% of youth living in poverty in the Treasure Valley.

9,185 kids were given opportunities to succeed through programs that ensured low-income children:

• Met developmental milestones• Entered kindergarten at or above

grade level • Had a nurturing and positive

adult relationship• Increased health and wellness

through physical activity

56 percent

FINANCIAL INDEPENDENCE

Grants from the United Way Community Fund impacted 25% of the adult population living in poverty in the Treasure Valley.

Over 16,000 individuals participated in programs to gain skills for financial independence, including life skills, parenting, employment, budgeting and savings. Other programs provided food and shelter as a first step towards financial independence.

25 percent

HEALTH

Grants from the United Way Community Fund impacted 2,823 low-income individuals.

Funds awarded in grants for Health were invested in dental and medical care, counseling services as well as substance abuse recovery programs. These services saved the community an estimated $2 million in deferred emergency room visits.

2,823

Volunteers participated in Poverty SimulationsUnited Way staged 13 Poverty Simulations engaging 1,700 volunteers in an interactive learning opportunity.

1,700

10,000Hours of volunteer service renderedUnited Way facilitated more than 10,000 hours of volunteer service through direct engagement with United Way, or at partner agencies through our Corporate Volunteer Program.

$155,700Estimated value to the communityUnited Way facilitated more than 10,000 hours of volunteer service, an investment valued at $155,700.

OUTCOMES

FINANCIAL DATA

BOARD OF DIRECTORS

We invite you to visit our website (www.unitedwaytv.org) to view a complete copy of United Way’s Independent Auditor’s Report, IRS 990, or other financial information.

Data reflective of the 2011/2012 Funds Disposition Plan

Gary Raney, Ada County Sheriff, United Way Board ChairLaura Cobb, Board Liaison

Citi

Jenifer Dellgard, Marketing Chair Bank of the Cascades

Susan Gibson Retired from St. Alphonsus Health System

Peggy Jones Albertsons LLC

Jack Myers, Treasurer Blue Cross of Idaho

Tom Old Alta Vista Consulting

Kerrie Quinn Banner Bank

Wayne Rancourt, Immediate Past Chair Boise Cascade, L.L.C.

Gary Raney, Board Chair Ada County Sheriff

Jennifer Reynolds, Community Relations ChairU.S. Bank

Landis Rossi, Vision Council Chair Catholic Charities of Idaho

Ed Schultz CH2M Hill

Corey Surber St. Alphonsus Health System

Jeff Taylor, Strategic Growth ChairSt. Luke’s Health System

Tim Trivette Payne Financial Group, Inc.

Steve Vernon J.R. Simplot Company

Paul Woods City of Boise

[ BOARD MEMBERS RETIRING ]

Kevin AndersenEide Bailly LLP

Kevin McEntee SUPERVALU

John McGee West Valley Medical Center

Mi-Ai Parrish, Board Development Chair Idaho Statesman

Stan Olson Retired

Debbie Westmoreland Wells Fargo Bank

[ NEW MEMBERS ]

Brad Street Albertsons/SUPERVALU

P.O. Box 7963 Boise, ID 83707 • 2340 S. Vista Ave. Boise, ID 83705(208) 336-1070 • www.unitedwaytv.org

86% Community Campaign

7% Grants/Initiatives

7% Other

Resources

11% Administrative/Fundraising Costs

3% Pledge Loss Allowance

1% Reserve

7% Grants/Initiatives

36% Community Impact Investment Allocations & Partner Designations

30% Donor Designations - Other Agencies

12% Program Costs

Expenditures

United Way is one of the most effective ways you can make a difference in our community. Give, advocate, volunteer. Whichever you choose, you can know that you’re making an impact. Get involved, learn more and help keep the Treasure Valley a strong and healthy community for all individuals and families.

United Way of Treasure Valley follows a year-round community impact model, focusing on what’s most important in the areas of Education, Financial Independence and Health. We use innovative, collaborative strategies to establish and achieve our goals.

P.O. Box 7963 | Boise, ID 83707 | (208) 336-1070 | www.unitedwaytv.org

ALLUMBAUGH HOUSEThe sobering, detoxification and crisis mental health services facility opened in the Spring of 2010. Since opening, it has facilitated over 1,400 admissions for treatment—a first step in breaking the cycle of substance abuse.

INDIVIDUAL DEVELOPMENT ACCOUNT PROGRAM66 individuals successfully graduated from this matched savings program and invested their savings in a first home or for post-secondary education. United Way was awarded a $118,000 federal grant to grow the program in the Treasure Valley.

TREASURE VALLEY ECONOMIC ACTION PROGRAMThis specialized financial education program for victims of domestic violence was successfully implemented in 2010. The program is a collab-oration of six agencies that provide services to women and children who are caught in a cycle of abuse due to a lack of financial independence. This research-based program with proven results has served 57 individuals in its first six months with a success rate of over 80%.

P16The P16 Project brings together six partners including United Way, J.A. and Kathryn Albertson Foundation, Caldwell School District and the Treasure Valley Family YMCA to create a continuum of resources and relationships beginning in preschool through the completion of post-secondary training. The program is expected to bring the high school graduation rate to 100 percent and double the college-going rate in the Caldwell School District, where 78 percent of students live below the poverty line.

AFTER-SCHOOL SNACK COLLABORATIONThanks to Albertsons/SUPERVALU and a partnership with the Boys & Girls Clubs of Ada and Canyon Counties and the Caldwell YMCA, over 2,122 kids were provided with a healthy after-school snack.

GUIDED DISCOVERY The Born Learning program transitioned from a public awareness campaign and pilot program into an expanded year-round school readiness program called Guided Discovery. In partnership with the Caldwell Family YMCA and Learning Lab, the Guided Discovery program is the first step in a successful education continuum with the Caldwell School District. The program is expected to grow from 40 kids to 480 over the next four years.

HUMANITARIAN BOWL Funds from the Humanitarian Bowl were invested in a collaboration of mentoring partners including Treasure Valley Family YMCA, Boys & Girls Clubs Ada and Canyon County, Big Brothers Big Sisters of Southwest Idaho and Girl Scouts of Silver Sage Council. Over 70 youth from the different organizations came together to learn about leadership skills and give back through service projects.

FREE TAX HELP PROGRAMUnited Way led the marketing and outreach efforts to get the word out about free tax preparation services and the Earned Income Tax Credit (EITC) that resulted in $6,790,210 in tax refunds to the Treasure Valley (up 70 percent from 2010), including $1,638,811 in EITC dollars (up 33 percent).

United Way’s Vision Councils are teams of community volunteers who oversee our Impact investments. Vision Councils develop objectives and strategies to address targeted issues, identify revenue needs and make funding recommendations to the Board of Directors for program grants, projects and partnerships. Vision Councils meet year-round to stay informed on community needs and to monitor progress towards sustainable solutions.

VISION COUNCILS CHAIR

Landis RossiCatholic Charities of Idaho

EDUCATION VISION COUNCIL

Roger Quarles, ChairBoise State University

Marilyn Shuler Community Volunteer

Wendy Rancourt Community Volunteer

Tim Trivette Payne Financial Group

Melissa BandyIdaho Association for the Education of Youth

Theresa BrowneIntermountain Gas Company

Heather KimmettKeyBank

Cristianne LaneLee Pesky Learning Center

Michelle DamonJ.R. Simplot Company

Anne NewtonJ.R. Simplot Company

Emielle CentrellaAmerican Cancer Society

Ben MooreBank of the Cascades

Bill KhouryU.S. Bank

HEALTH VISION COUNCIL

Corey Surber, ChairSaint Alphonsus Health System

David BishopSt. Luke’s Idaho Cardiology Associates

Ginger McCabeCardiovascular Consultants of Idaho

Janee McLellanSt. Luke’s Health System

Kendra WittBlue Cross of Idaho

Paul WoodsCity of Boise Public Works

Scott TalcottWells Fargo

Susan GibsonCommunity Volunteer

Tom AronsonSt. Luke’s Health System

Russ DukeCentral District Health Department Alberto Gonzales Department of Health and Welfare

Betty Sims Community Volunteer

Lynn Neil St. Luke’s Women’s Fitness Celebration

FINANCIAL INDEPENDENCE VISION COUNCIL

David Cadwell, Chair Cadwell Development

Karen Ogden Community Volunteer

Lauren Moore U.S. Bank

Roger Aguilar Intermountain Community Bank

Wes Scrivner J.R. Simplot Company

Andy Schneider Intermountain Gas Company

Courtney Keith Department of Health and Welfare

Dan Clements Hewlett Packard

Deanna Ward Idaho Housing & Finance Association

Scott Kessler Payne Financial Group

Andy Reynolds Mountain West Bank