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Connecting Challenges with Opportunities
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2014 ANNUAL REPORT
Connecting Challenges with Opportunities
Celebrating 90 Years 2Meet ALICE 4Stepping Into ALICE’s Shoes 6How United Way Supports ALICE Households 7
Campaign Recap 16Resources and Results 18Financial Statements 19Volunteers and Staff Listing 2164th Annual Community Service Award 25
When a company or organization is in operation for nearly a century, it can be difficult to stay relevant, address challenges in changing times, and deliver consistent results. Our United Way hasn’t just kept up with the times; we’ve continued to be a leader in the improvement of lives for children and families throughout our community, and 2014 was a banner year.
This year, our United Way joined with United Ways across our state and in five other states to take the lead to challenge today’s perceptions of financial hardship through the ALICE Report. ALICE is an acronym for Asset Limited, Income Constrained, Employed, households earning more than the federal poverty level, but not enough to afford basic necessities.
We introduced ALICE to our community at the MetroHartford Alliance’s Rising Star Breakfast in August with a panel of experts on working families moderated by CNBC’s Ron Insana. When the ALICE Report was released in November, it received front-page coverage by every major daily newspaper in the state. In addition, it was among the top 10 stories accessed online at The Hartford Courant for 2014.
As part of our support of working families in 2014, United Way and our partners helped put $27.5 million in refunds and credits into the pockets of ALICE households during tax season, and more than 1,200 professional women at Power of the Purse demonstrated their commitment in securing financial-literacy programs for local women and families.
Our United Way also partnered with Hartford Business Journal and the Hartford Foundation for Public Giving to hold the first ever Business Gives Back forum which focused on corporate social responsibility and engaging employees in the community.
And the Hartford Campaign for Grade-Level Reading and the Coalition for New Britain’s Youth have each been awarded a Pacesetter honor by the National Campaign for Grade-Level Reading for the second time for their work in ensuring children are reading on grade level by the end of third grade. United Way is proud to play a leadership role within both coalitions.
For the past two years, it has been my great honor to lead this organization in its efforts as a leader in creating lasting change for local children and families. The dedication and passion of the United Way volunteers, board and staff have proven to be the most memorable and personally inspiring things I will take away from my time as Chair. Their hard work help us all Live United.
Now in its 91st year, our United Way is uniquely positioned to bring together the people, partners, leaders and institutions with the passion and resources to address the underlying causes of the complex issues that face our community. And, together, we are making progress and will continue to do so for our next 90 years.
Wayne S. Rawlins, MD, MBA Aetna Inc. Chair, Board of Directors
TABLE OF CONTENTS
A Banner Year for Our Community, Our United Way
Wayne S. Rawlins, MD, MBAChair, Board of Directors
1
Dear Friends,
We ran our first campaign 90 years ago — the Community Chest campaign in support of 24 non-profit organizations, some of which we are still supporting. That first campaign was supported by 450 volunteers who helped raise more than $381,000 in 10 days. Today, hundreds of workplaces and thousands of community members support our campaign with giving and events throughout the year. A lot has changed, and we’ve learned a great deal.
It may have been all about raising dollars for that first campaign in 1924, but over the past 90 years we’ve learned that, for United Way, it’s also about engaging those who call this place home and giving voice to those who often find themselves voiceless.
Ninety years ago our areas of concern focused on undernourished children, tuberculosis, the licensing of “day nurseries,” and the overall welfare of families. Our terminology may have changed but the concern and commitment remains the same.
What was once accomplished by volunteers through a Community Council was brought in-house during the 1980’s and continues to be the hallmark of United Way — a process involving community volunteers to invest the dollars entrusted to United Way in programs and initiatives that show real results, demonstrating real change in the lives of children and families. Those dollars used to go to non-profit organizations in support of their overall mission. Today, the dollars are directed to specific programs and initiatives that help create a more vibrant community.
During the 25 years that I have served our United Way in various capacities, we’ve also learned a lot about what real results and real change for children and families look like.
We know that ensuring our children thrive takes more than succeeding in the classroom; it also takes a financially-stable family. We know that jobs paying family-sustaining wages provide solid ground, but financial tools and resources can create true success. We know that raising dollars is critical to our community’s success, but so is inspiring and mobilizing community members to volunteer and advocate for long-lasting change for all.
No one organization can do it alone, and it is through connecting people and passions that we’re able to make lasting change. Together we can, and we will, make our region an even better place to live, work and raise our families for the next 90 years.
Susan B. Dunn President and CEO
Reflections
2
1920s
Celebrating 90 Years
1924
William R.C. Corson, Vice President of Hartford Steam Boiler
Arthur Collens, Vice President of Phoenix Mutual
William S. Conning, Stockbroker Founder of Conning
1928Hartford Community Chest hires its first full-time director, Leroy A. Ramsdell.
Great Depression begins and the Community Chest mobilizes to fight hunger.
Undernourished children, diabetes, tuberculosis, diptheria immunization, dental clinics, licensing of day nurseries.
1940s
1943Renamed Greater Hartford Community Chest
1949The campaign goal reaches $1,228,629.08. Katharine Hepburn appears at the kick off to Greater Hartford Community Chest Fund Drive at the Bushnell Memorial.
1955 The Flood of ‘55Greater Hartford Community Chest mobilizes to help victims of the flood.
1963 Lofty GoalsFor the first time ever, Greater Hartford Community Chest sets a goal over $2 million.
1930sUnemployment, pre-natal care, public health programs,childrens health,housing conditions,immigration laws,need for playgrounds to keep children from playing in the streets,vacation camps for poor children.
The Chest joins 300 cities, providing war relief and services at home for members of the armed forces and their families.
1950sHeart disease,crippled veterans,water quality,cerebral palsy,measles, treatment of the elderly, meals on wheels program.
1960sHearing aids,child guidance clinics,aid to unwed mothers,aid to neglected children.
Areas of Concern
1973Greater Hartford Community Chest becomes United Way of Greater Hartford
1975It’s estimated that 200,000 people in the state are unemployed. In response to this critical situation, United Way publishes Services You May Need When Unemployed.
1977Dale Gray becomes president of United Way
1979United Way of Greater Hartford becomes United Way of the Capital Area
Hartford Community Chest was Founded
First campaign Old State House, 450 volunteers “Fill the Chest,” raised $381,732
3
1970sHigh school dropouts,inner city students, education, premarital and marital counseling,single parents, adoption planning, the handicapped,inner-city youth summer programs.
1990s1980sServices for abused children, drug and alcohol abuse, nutrition education, feeding the poor and homeless,legal aid programs for the poor and elderly,medical treatment for newborns, handicapped advocacy.
Alcohol and drug abuse,basic human needs,employment and job training,youth development,community organizing and neighborhood development, education, legal services, early childhood education, juvenile violence.
2000sEarly childhood education, comprehensive youth development, homeless-ness, HIV/AIDS, mental illness, primary and preventive health care, family financial security, workforce development, early literacy.
2010sHunger and nutrition,early childhood education, substance abuse, after school programs.
1982Gov. William O’Neill declares October United Way Monthciting United Way as “the largest voluntary human service effort in Connecticut.”
1983Avon United Way affiliates with United Way of the Capital Area
1984Canton United Way affiliates with United Way of the Capital Area
1987United Community Services (Berlin and New Britain) affiliates with United Way of the Capital Area
1991Windham Region United Way affiliates with United Way of the Capital Area. Member agencies total more than 100 in 40 towns.
1993Purchase and move into new offices on Laurel Street
1994Dale Gray retires and George Bahamonde becomes the fourth president in United Way’s history.
2001United Way launches Volunteer Solutions, a new online database that links volunteers to opportunities targeted to their area or interests.
2006George Bahamonde, President and CEO of United Way passes away. Susan B. Dunn named President and CEO.
2008United Way of the Capital Area becomes United Way of Central and Northeastern Connecticut
2010Women’s Leadership Initiative, now Women’s Leadership Council (WLC) founded in Hartford
2012Emerging Leaders Society establishedin Greater Hartford, now more than 400 members strong
2014United Way raises more than 24 Million during the campaign
4
Meet ALICELast fall, Connecticut United Ways unveiled the first statewide ALICE Report, a data-driven, comprehensive research project that quantifies the situation confronting many low-income working families across our state – in our urban, suburban and rural communities. The Report documents that the number of Connecticut households unable to afford all of life’s basic necessities far exceeds the official federal poverty statistics. United Way calls this newly revealed demographic ALICE, an acronym for Asset Limited, Income Constrained, Employed.
We all know ALICE.
ALICE may be your family, friends, neighbors, and colleagues, and represents every race, ethnicity and gender, from every town in our state. ALICE is your nursing assistant, child care worker, home health aide, car mechanic, store clerk, and office assistant – workers essential to every community’s success, but who struggle to survive on what these jobs pay.
Monthly Survival Budget in Our Region
This budget uses the minimum cost option for each of the five basic necessities – housing, child care, food, transportation and health care – plus taxes and 10 percent for items such as toiletries, work clothes, and cell phones. It is a conservative estimate of the monthly costs to get by, and does not account for savings or large emergency expenses.
Why Does This Matter To Me?
When the cost of housing squeezes a budget, families may have to live in unsafe housing. Inexpensive, processed food replaces fresh produce and more nutritious meals. Emergency room treatment replaces less costly preventive care. Parents may not be able to give their child much-needed academic support if they’re working a second job to try to make ends meet. And the reality is that child care and housing make up half of an ALICE family’s monthly budget. These things matter to our entire community.
One in three families, including hard-working ALICE families who live above the federal poverty line, struggle to pay bills, put food on the table and make ends meet every day.
This bare-minimum budget does not allow for any savings, leaving a household vulnerable to unexpected expenses. Affording only a very modest living in each community, this budget is still significantly more than the U.S. poverty level of $11,170 for a single adult and $23,050 for a family of four.
WHAT DOES IT COST TO AFFORD THE BASIC NECESSITIES?
HOUSEHOLD SURVIVAL BUDGET FOR UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT
Monthly Expenses Single Adult Family (infant & pre-K)
Housing $806 $998 - $1,038
Child Care $0 $1,414 - $1,533
Food $196 $592
Transportation $352 $704
Health Care $121 $482
Miscellaneous $153 - $156 $464 - $484
Taxes $181 - $187 $451 - $495
Monthly Total $1,687 - $$1,721 $5,106 - $5,328
Annual Total $20,248 - $20,648 $61,269 - $63,935
Hourly Wage $10.12 - $10.32 $30.63 - $31.97
ALICE88,018 Households 23%
Above ALICE229,365 Households 65%
Poverty 44,005 Households 12%
ALICE 332,817 Households 25%
Above ALICE 883,367 Households 65%
Poverty141,628 Households 10%
UNITED WAY OF CENTRAL AND NORTHEASTERNCONNECTICUT SERVICE AREA
CONNECTICUT
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United Way is a champion for working families.
United Way brings people together to solve community problems and connect the essential building blocks of education, financial security, health and basic needs to build a strong foundation for families.
We look at the big picture.
A good education is essential to getting a good job with health benefits. An income that can cover today’s needs and save for tomorrow, solidifies a family’s foundation. Good health helps children succeed at school and enables adults to be healthy and productive at work. It’s all CONNECTED.
WHAT DOES IT COST TO AFFORD THE BASIC NECESSITIES?
HOUSEHOLD SURVIVAL BUDGET FOR UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT
For more information and to read the full United Way ALICE Report for our region visit UnitedWayInc.Org/ALICECT
HEALTH
EDUCATION
FINANCIALSECURITY
BASIC NEEDS
6
Liz Gagne is a leader in United Way’s Women’s
Leadership Council and has been involved with
United Way for two decades. Since she began
volunteering with and supporting United Way,
nothing has had an impact on her quite like her
experience stepping into the shoes of ALICE families
during United Way’s Making Choices activity.
The interactive role-playing activity, in which
participants take on the difficult decisions
ALICE families face each day, reinforced
Liz’s support of United Way and framed
our community in a new light.
“The Making Choices activity
presents a simple and frank way
of understanding the challenges
ALICE families face every day.
It humanizes the difficulties and
helps you understand why the
work of United Way is so
important.” she says.
Stepping into ALICE’s Shoes
Full story and video: UnitedWayInc.Org/Liz
7
METROHARTFORD ALLIANCE RISING STAR BREAKFAST: ALICE – A LONG WAY FROM WONDERLAND
On Friday, August 1, we kicked off the 2014 United Way Campaign at the Rising Star Breakfast – ALICE: A
Long Way from Wonderland. More than 200 attendees learned more about ALICE. The event featured a
panel of ALICE experts, moderated by CNBC’s Ron Insana, senior analyst, and financial industry expert.
Other panelists included: William M. Rodgers, III, PhD, professor and chief economist, Heldrich Center at
Rutgers University; Scott Gaul, director, Community Indicators Project at Hartford Foundation for Public
Giving; and John Franklin, president and CEO, United Way of Northern New Jersey. A pre-reception for
leadership donors was hosted by NBC Connecticut.
See photos from both events at UnitedWayInc.Org/ALICEBreakfast and UnitedWayInc.Org/ALICEReception
How United Way Supports ALICE Households
2014 YEAR OF CARING
More than
3,500 volunteersfrom more than
50 workplaces
Since 1992, local workplace volunteers have participated in United Way Year of Caring, connecting companies to the volunteer power of their employees to improve lives for children and families throughout the year.
MAKING CHOICES ACTIVITY
1 in 3families in our region walk a financial tightrope
United Way created an opportunity for people to walk in ALICE’s shoes. During Making Choices, people work as a “family,” making tough decisions in order to make ends meet for the month. Learn more: UnitedWayInc.Org/MakingChoices
More than
500 peopleand nearly 20 workplaces participated in Making Choices during the fall.
8
2014 DAY OF ACTION AND NATIONAL SUMMER
LEARNING DAY
78 volunteersparticipated in both events, giving out more than
200 books to families in Hartford and New Britain. UnitedWayInc.Org/DayOfAction
On United Way Day of Action volunteers from communities around the world improve conditions where they live.
BACK-TO-SCHOOL CELEBRATIONS
United Way volunteers helped raise attendance awareness at a variety of Back-to-School Celebrations in Hartford and New Britain by providing families with tools to help their children start the school year off right. To support the Hartford Campaign for Grade Level Reading, 40 Emerging Leaders also stuffed 600 backpacks with school supplies, which were handed out to children on August 22 at the City of Hartford’s Third Annual Time to Read Celebration. Watch the event video to see how our volunteers got involved: UnitedWayInc.Org/TimeToRead
LITERACY KITS
In the past year, nearly
1,600 childrenin our community received Literacy Kits made by more than
600 volunteers.
United Way Literacy Kits inspire creativity among volunteers and bring books to life to deepen children’s reading experience. They also help children build their libraries at home with grade appropriate books. Learn more at UnitedWayInc.Org/LiteracyKits
NEW BRITAIN’S SUMMER ENRICHMENT EXPERIENCE (S.E.E.)
Four years ago, New Britain Youth Network, a collaboration of over 25 youth-serving agencies, joined with the Consolidated School District of New Britain, our United Way and American Savings Foundation to implement an innovative, extended-day summer learning program to include experiential learning combined with traditional instruction. At the end of the summer, 40 United Way volunteers helped out at the S.E.E. celebrations. Read one story: UnitedWayInc.Org/Jordan
UNITED WAY READERS
The United Way Readers Program, in partnership with educators, was created to mobilize volunteers across our community as one way to help children read on grade level by the end of third grade. In 2014, 200 volunteers provided one-on-one assistance to students in Enfield, Hartford and New Britain schools, for a total of nearly 1,500 hours of reading. UnitedWayInc.Org/Read
220 volunteersalso participated in Read Across America Day and Jumpstart’s Read for the Record, reading to more than 7,000 students in classrooms.
How United Way Supports ALICE Households continued
9
Some S.E.E. results include: • In 2014, 421 students completed pre- and post-tests to assess their spelling proficiency. The
students were asked to spell words specially chosen to represent a variety of spelling features and patterns. Overall, 80 percent of students increased in correctly spelling features (portions) of words and 72 percent increased their ability to spell whole words.
• In the first quarter of academic year 2014-15, 57 percent of students have attendance equal or better to first quarter last year.
EMERGING LEADERS SOCIETY
Since its inception in April 2012, more than
400 members from more than 70 area workplaces
raised more than $270,000
United Way Emerging Leaders Society (ELS) is a new generation of leaders committed to BIG and LASTING change in our community. Members inspire change through volunteerism, collaboration with peers and community leaders, personal and professional development, and networking with a purpose. UnitedWayInc.Org/EmergingLeaders
SPIN FOR KIDS
14 teams
$9,000 raised
Emerging Leaders did something BIG, PHYSICAL and PHILANTHROPIC! The second annual Spin for Kids event took place on Sunday, November 9 at the Wilson-Gray YMCA Youth and Family Center in Hartford. The teams all showed their LIVE UNITED spirit by dressing up in funky, customized costumes!
BRIGHTEN THE WAY FOR OUR YOUTH
$4,000 raisedto benefit children’s academic success through the Read. Learn. Succeed. Program and purchase books for United Way Day of Action in June.
On May 14, nearly 100 guests attended the Emerging Leaders Society’s Brighten the Way for Our Youth held at Farmington Gardens.
WOMEN’S LEADERSHIP COUNCIL EDUCATION INITIATIVE
In July, the WLC announced a new education engagement initiative to support early-childhood education. In celebration, their fourth anniversary event was held in Hartford on October 9 at Dwight-Bellizzi Asian Studies Academy, in partnership with COMPASS Youth Collaborative.
Nearly
75 womenmobilized around two Literacy Kit events and one Family Literacy Night in the fall.
30 familiesattended the Family Literacy Night, and 260 Literacy Kits were distributed to families.
10
THE WLC FUNDS HARTFORD’S FAMILY FINANCIAL CENTERS, thanks to Power of the Purse attendees and its sponsors, TD Bank, The Hartford Financial Services Group, Inc. and MassMutual. Since the inception in 2011:• More than 440 participants have attended financial education classes;• 370 people have attended one-on-one coaching sessions;• 40 women have enrolled in matched savings accounts to save for education or job training,
housing, or transportation; and,• 675 tax returns were prepared at the two VITA sites at the centers, returning $1,739,951 in federal
refunds and credits to working families.
Hear Erica Davy’s success story: UnitedWayInc.Org/Women/WhatWeDo
POWER OF THE PURSE LUNCHEON AND SILENT AUCTION
The WLC’s signature event, Power of the Purse Luncheon and Silent Auction was held on June 3 at the Connecticut Convention Center. The event included more than 200 silent auction items, such as designer and one-of-a-kind purses, networking, lunch, and international, inspirational speaker, Dr. Tererai Trent, Oprah Winfrey’s “all-time favorite guest.” The night prior, a VIP Reception was held at The Hartford.
1,200 womenand a few good men raised
$227,000
WOMEN’S LEADERSHIP COUNCIL
169 local members
United Way Women’s Leadership Council (WLC) is a diverse, passionate and dedicated network of women. Members help strengthen women and families in our community. Locally, the WLC connects women by offering meaningful professional development and volunteer opportunities, and one-of-a-kind fundraising, networking and signature events. UnitedWayInc.Org/Women
are part of a global
network of
62,000 women
POWER OF THE PURSE SPONSORS ENJOYING THE EVENT AND RECEPTION
Special thank you to our 2014 Power of the Purse title sponsors, TD Bank and The Hartford Financial Services Group, Inc., and premiere sponsor, MassMutual, for strengthening local women and families.
Dr. Tererai Trent – 2014 Power of the Purse speaker Empowering Families, Women and Girls Around the World
“If you give opportunities to women and girls, it is the best investment you can make” – Dr. Trent
How United Way Supports ALICE Households continued
11
VOLUNTEER INCOME TAX ASSISTANCE (VITA)
Since 2003, our United Way has supported the local VITA Campaign, helping lower-to-moderate wage-earning families file taxes fast and free.
In 2014, 300 IRS-certified volunteers committed more than 10,000 hours of service at free tax sites in Greater Hartford, Enfield, New Britain and the Windham Region. This resulted in 10,400 taxpayers receiving $27.5 million in federal refunds and credits through VITA and MyFreeTaxes.com – money used to save, pay bills and invest back into our community.
Learn more: UnitedWayInc.Org/FreeTaxRefunds Read one VITA story: UnitedWayInc.Org/WindsorLocksVITA
VOLUNTEER BUDGET COACHING
United Way’s Volunteer Budget Coaching program, sponsored by The Prudential Foundation, re-launched in May. Budget Coaches play a crucial role in helping participants create and maintain a budget, pay bills on time and save for the future. In partnership with the Women’s Business Development Council, so far nearly 50 volunteers and 50 participants have been matched. Read one story: UnitedWayInc.Org/Stephen
90%of participants achieved their short-term financial goals, decreased expenses, and continued tracking their income and expenses.
100%of participants said they gained a better understanding of their incomes and expenses, insight into how debt is affecting their monthly budget, made changes to finances, and learned better money management skills.
WORKFORCE SOLUTIONS COLLABORATIVE OF METRO HARTFORD
Recognizing that jobs with advancement opportunities put people on the path to financial security, United Way is a founding member of Workforce Solutions Collaborative of Metro Hartford. Committed to developing an educated, self-sufficient workforce with skills that give regional employers a competitive edge, Workforce Solutions works with more than 70 employers in healthcare, manufacturing, and transportation, distribution and logistics to help low-income job seekers find employment and to advance the careers of lower-wage earners.
Brian Gallagher, president and CEO, United Way Worldwide gives our United Way a “shout out” on USA Today. Watch the video UnitedWayInc.Org/USATodaySegment
To date, 485 job seekers and
1,185workers have enrolled in education
and training of which 692 have attained
new career credentials and 131 gained
new employment.
Read Umar’s success story here: UnitedWayInc.Org/Umar
2014 VITA AND MYFREETAXES PARTNERS INCLUDE: Bank of America and Bank of America Charitable Foundation; Bloomberg Philanthropies/Cities of Service Impact Volunteering Fund; City of Hartford; Community Accounting Aid and Services; Hartford Foundation for Public Giving; Human Resources Agency of New Britain, Inc.; Internal Revenue Service; Liberty Bank Foundation; New Alliance Foundation; United Way of Central and Northeastern Connecticut; United Way of Connecticut/2-1-1; The Village for Families & Children; Walmart Foundation; and, Webster Bank.
12
At a young age, Jorge’s world was turned upside down. His family was evicted from their apartment, and his father was incarcerated. His reading and math scores were significantly below grade-level. Jorge felt lost and was unsure his life would change for the better.
Challenge
CONNECTING FAMILIES TO HOUSING, EDUCATION ASSISTANCE AND WORK
How Your Dollars Make a Difference
people in job training programs
were able to secure employment.
770people were connected to services such as child care assistance, rental subsidies, SNAP, and
public healthcare with assistance from United
Way-supported programs.
4,400More than
people improved career skills through training
on computers, customer service,
critical thinking and communication.
2,275
Opportunity UNITED WAY HELPED JORGE. NOW JORGE HELPS OTHERS THROUGH MENTORING, AND BY SERVING ON THE BOARD OF THE ORGANIZATION THAT HELPED HIM.
Jorge found help when he needed it most in a United Way-supported after-school program.
Program tutors provided one-on-one instruction that helped him build and improve reading skills, and by middle school, Jorge was reading on an 11th-grade level.
When his family was evicted, program staff helped connect them with temporary housing through United Way 2-1-1.
When he turned 16, Jorge wanted to work to help his family, so he turned to the after-school program staff once again. They helped him get his first job, enabling him to help his mom pay the bills and afford school clothes.
Today, Jorge works at the same after-school program he participated in as a child. He’s also an honors student preparing to attend college next fall.
Full story: UnitedWayInc.Org/Jorge
13
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Parents’ involvement in their children’s education is critical to their success in school. The local school district was aware of this, and many parents were eager to positively influence their kids’ education. Cultural and language barriers, however, prevented the schools, students and parents from reaching their full potential.
Challenge
CONNECTING FAMILIES TO EDUCATION AND ENGAGEMENT
youth improved skills needed for
academic success.
4,600
How Your Dollars Make a Difference
children in quality early
childhood education programs gained skills needed to
succeed in kindergarten.
2,500youth improved their academic performance as
a result of participation in
after-school programs.
3,200Nearly
Opportunity UNITED WAY-SUPPORTED PARENTING AND ACADEMIC PROGRAMS HELPED OMAR’S KIDS SUCCEED IN SCHOOL AND INSPIRED HIM TO IMPROVE HIS OWN EDUCATION.
It was once Omar’s job to help increase parent engagement in Windham schools. He did so by connecting parents to available resources, including United Way-supported after school programs and Common Sense Parenting.
In the programs, parents were provided tips for supporting their children’s education at home and information on how the school system works.
Parents became stronger advocates for their children and overall involvement in their children’s education increased. As a result, students received the support needed to succeed at home and in the classroom.
To Omar, the benefits of the programs were undeniable, so he decided to enroll his own family.
Today, his two oldest kids are at the top of their classes; parenting tips have helped enhance home life; and, Omar became inspired to improve his own education. He’s working on his master’s degree to continue enhancing life at home and in the community.
Full story and video: UnitedWayInc.Org/Omar
15
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Looking Back at 2014 Workplace CampaignsMary E. McLaughlin, regional senior vice president of Comcast’s Berlin-headquartered Western New England Region,
served as our 91st Campaign Chair. Mary’s personal challenge to our community was to raise more dollars to support
lasting change in our 40-town region through United Way.
“The energy and commitment Mary brought to the 2014 campaign was extraordinary. Her leadership was demonstrated
not only in the number of donors and community leaders she touched but in our overall campaign results,” said
Susan B. Dunn, president and CEO. Check out more about Mary: UnitedWayInc.Org/MaryMcLaughlin
United Way Best Of Awards
United Way’s fifth annual Best Of Awards, sponsored by Comcast, United Technologies
Corporation, and UTC Building & Industrial Systems, were held on the evening of
Friday, February 20, 2015, with nearly 400 people in attendance. The event recognized
organizations and individuals across our region that demonstrated outstanding effort
and creativity in leading the 2014 United Way Campaign at their workplaces. Winners
of the 22 awards included both workplace and agency partners. The highest honor
of the night, “Spirit of the Campaign,” was awarded to the United Technologies
Corporation Family of Companies. Check out the list of winners and more
photos: UnitedWayInc.Org/BestOf
17
Jumpstart Campaign Coordinator Training and Bus Tour
To prepare for the upcoming campaign at their workplaces, more than 100 campaign coordinators joined us for Jumpstart on June 17. Following an engaging morning of training and participation in the Making Choices activity, many joined United Way staff on a bus tour through the city of Hartford with a visit to Stop & Shop. While at Stop & Shop, attendees took part in activities that raised awareness about the struggles faced by working families. One eye-opening experience was the SNAP Challenge, allowing people to experience what life is like for millions of low-income Americans living on a daily food stamp stipend of just $4.15.
Discovering Infinity Music Hall & Bistro
On September 10, leadership givers kicked off campaign giving by discovering the new Infinity Hall Hartford with United Way staff and 150 guests. While rocking out to music by Soul Sound Revue, guests networked, enjoyed an exclusive behind the scenes tour of the music hall and ate delicious cuisine from Executive Chef Dan Fortin.
University of Hartford Men’s Basketball Game
On Saturday, February 28, more than 350 of our contributors and volunteers attended United Way Night at the University of Hartford’s Men’s Basketball game. This event is one opportunity to thank our supporters by inviting them, and their family and friends, to join us for a fun evening both on and off the court.
Thank you from the bottom of our hearts. Because of you, children learn to read and families succeed.
WORKPLACE CAMPAIGNS
THE 2014 UNITED WAY CAMPAIGN
400 area workplaces and more than 25,000 total employees participated. Together we raised $24,143,000for children and families in our community.
LEADERSHIP GIVING
2,500 contributors were leadership givers, each generously giving $1,000 or more to support the 2014 United Way Campaign.
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2014 UNITED WAY COMMUNITY INVESTMENT RESOURCES AND RESULTS Contributions to United Way Community Investment in 2014 improved
lives and created positive change for everyone in the 40 towns of central and northeastern Connecticut. To contribute to Community Investment, please visit unitedwayinc.org/give
Ensuring Children are Successful
Family Financial Security
Basic Needs
52%
Other 501(c)(3)s
32%
14%
41%
45%
How gifts to Community Investment were spent in 2014 (Includes contributions to United Way and its interest areas)
How giving was directed in 2014
Designations to United Way Partner Agencies
5%
Philanthropy Fund
Community Health Charities and Partners
4%
Other United Ways
3%
Community Investment
4%
52%
48%
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STATEMENT OF FINANCIAL POSITION JUNE 30, 2014
ASSETS
Cash and cash equivalents $ 2,942,585 Pledges receivable, net of estimated uncollectibles 7,213,549 Other receivables 151,185 Investments 16,915,567 Investments held in trust by others 6,869,123 Prepaid expenses and other assets 158,367 Plant and equipment, net 1,627,818
Total assets $ 35,878,194
LIABILITIES AND NET ASSETS Accounts payable and accrued expenses $ 465,864 Campaign support due to Community Health Charities 764,388 Agency program support payable 8,104,752 Donor designations payable 3,507,530 Grants payable 1,474,157
Total liabilities 14,316,691
NET ASSETS
Unrestricted 13,107,253 Temporarily restricted 343,307 Permanently restricted 8,110,943
Total net assets 21,561,503
Total liabilities and net assets $35,878,194
How Your Dollar Makes a Difference
people received basic food assistance.
26,000Over
people with intellectual
disabilities learned skills to help them live independently.
1,200Nearly
lunches served to children and parents by the Enfield Lunch Bunch in 2014. Additionally,
633 backpacks, full of supplies, were provided to children for the upcoming school year. 134 volunteers helped with Lunch Bunch.
3,300
20
CAMPAIGN AMOUNTS RAISED $24,350,064
Add: Contributions from other United Way campaigns, net of donor designations 375,337
Less: Uncollectible pledges (900,191) Community Health Charities’ share of campaign proceeds (1,164,392) Amounts designated by donors (10,753,677)
Net campaign revenue 11,907,141
Other revenue: Investment income, net of fees of $25,000 450,111 Income from trusts held by others 405,891 Legacies and bequests 94,632 Community grants, initiatives and service income 304,628 Administrative fees on amounts raised on behalf of others 271,680 Rental income 96,018 Gifts in kind 124,008 Miscellaneous revenues 321,630
Total other revenue 2,068,598
Total public support and revenue 13,975,739
COMMUNITY INVESTMENT AND PROGRAM SERVICES:
Community support and gross funds distributed 19,668,069
Less: Community Health Charities’ share of campaign proceeds (1,164,392) Amounts designated by donors (10,753,677) Community Investment (program support) 7,750,000 Grants and initiatives 404,628 Community Investment services 1,591,629
Total Community Investment and program services 9,746,257
SUPPORT SERVICES:
Resource development 2,599,880 Management and general 1,373,229
Total support services 3,973,109
Total Community Investment, program and support services 13,719,366
Operating surplus 256,373
NON-OPERATING REVENUES AND EXPENSES:
Realized gain on sale of investments 625,441 Changes in unrealized gain on investments 1,276,514 Pension related changes other than net periodic pension cost 159,516
Change in net assets 2,317,844
Net assets, beginning of year 19,243,659
NET ASSETS, END OF YEAR $21,561,503
STATEMENT OF ACTIVITIES JUNE 30, 2014
1924 Society: Legacy Giving
We are deeply grateful to our 1924 Society members, and we appreciate their commit-ment to the 40-town region we call home.
Members of the 1924 Society as of July 1, 2014:
Estate of Adrienne Allen
Margot & Lee † Allison
Fredrick K. Bailey †
Henry T.J. Becker
Harold C. Buckingham, Jr.
Howard & Sue Carver
Dr. Ann M. Curran †
Ray & Ronnie Deck †
Janice E. DeDominicis
Susan B. & Ned Dunn, Jr.
Estate of Isidore S. Geeter, M.D.
Estate of Elizabeth † & Virginia Hicks
Estate of Richard & Marie McCabe
Claire & Millard † Pryor
Lew & Amy Robinson
Mr. & Mrs. Peter † Russell
The Wellman Family Fund
Don & Jean Wilson
Henry M. Zachs
Four contributors who wish to remain anonymous.
You can perpetuate your commitment to real, lasting change through a planned gift to United Way.
There are many ways to contribute, whether through your will, a gift of stock, or a retirement plan or life insurance policy. You’ll enjoy membership in United Way’s prestigious 1924 Society – and you’ll ensure that long after your lifetime, future generations in our 40 towns have opportunities for a good life.
To learn more, please call United Way of Central and Northeastern Connecticut at (860) 493-6800.
† Deceased
21
Board of Directors
OFFICERS
Wayne S. Rawlins, MD, MBA, Chair* Aetna Inc.
Gregory C. Toczydlowski, Treasurer and Vice-Chair* Travelers
BOARD
Donald Allan, Jr. Stanley Black & Decker, Inc.
Jose Aponte Chair, Windham Region United Way Advisory Board Windham Public Schools
Michael J. Auseré Northeast Utilities
Peggy Buchanan* Connecticut AFL-CIO
Michael M. Byrne, Jr. Chair, Emerging Leaders Society UBS Realty Investors, LLC
Julio A. Concepcion MetroHartford Alliance
Eric Daniels Robinson & Cole LLP
William F. Dowling Chair, United Way of New Britain and Berlin Advisory Board Sports Consultant and Attorney
Robert E. Earley Chair, United Way of North Central Connecticut Advisory Board Comcast Corporation
Otto Eichmann Pratt & Whitney
Dr. Derek A. Franklin Clinical & Forensic Consultants
Michael Goldbas Deloitte LLP
Jeffrey Hubbard TD Bank
Angela Kahrmann VOYA Financial
Margaret Marchak Hartford HealthCare Corporation
Shawn J. Maynard* Windham Hospital Foundation
Colleen McGuire University of Connecticut
Mary E. McLaughlin* Comcast Corporation
Patricia Meiser Meiser Sports Consulting
Natalie B. Morris* United Technologies Corporation
Brian A. O’Connell Citizens Bank
Kolawole A. Olofinboba Fairview Capital Partners
James O’Meara* Webster Bank
Karen Prendergast Greater Hartford Central Labor Council, AFL-CIO and The State of Connecticut – Department of Insurance
Lynn Ryan Goodwin Capital Advisers, a Conning Company
Cynthia Ryan* Cigna Corporation
Michelle Stronz, PhD Chair, Women’s Leadership Council Epiphany Enterprises
Lyn G. Walker* Shipman & Goodwin LLP
Jennifer L. White The Hartford Financial Services Group, Inc.
Teresa C. Younger Ms. Foundation for Women
Advocacy Committee
Peggy Buchanan Connecticut AFL-CIO
Michael Goldbas Deloitte LLP
Karmela Malone The Hartford Financial Services Group, Inc.
Natalie B. Morris United Technologies Corporation
Brian Osoba Central Connecticut State University
Wayne S. Rawlins, MD, MBA Aetna Inc.
Katherine Scierka McCue Mortgage
James Sicilian Day Pitney LLP
Jack Soos Pratt & Whitney
Audit Committee
Lyn G. Walker, Chair Shipman & Goodwin LLP
Howard L. Carver Silverthorne, CO
Kevin E. Flaherty Webster Bank
Christine A. MacIsaac East Granby
Benefits and Compensation Committee
Cynthia Ryan, Chair Cigna Corporation
Robert Andrews West Hartford
Alfred Enagbare, PhD Travelers
James Martin Barnum Financial Group - MetLife
Natalie B. Morris United Technologies Corporation
Erin Ridge The Hartford Financial Services Group, Inc.
Roberto Rosario The Hartford Financial Services Group, Inc.
Timothy Sullivan Wells Fargo Advisors LLC
Best Of Awards Event Committee
Liz Giannetta-Ramos COMPASS Youth Collaborative, Inc.
Janet Gonzalez Connecticut Department of Children and Families
Beth Goodwin Harc, Inc.
Myra Lee Conning
Kathy McDonald United Technologies Corporation
Lorna Sager Community Health Charities of New England
Meg Sheehan Pratt & Whitney
Community Investment Changing Community Conditions Committee
Otto Eichmann, Chair Pratt & Whitney
Lourdes Ardel Eastern Connecticut State University
Stephan L. Christiansen Conning
Jason Rojas Trinity College
James Walsh Hartford Investment Management Company
Joyce Willis Bloomfield
Community Engagement Committee
Michael Goldbas, Chair Deloitte LLP
Sonya Green Harriet Beecher Stowe Center
Tobye Karl Saint Francis Hospital & Medical Center
Yvette Meléndez Hartford Hospital
Paul H. Mounds, Jr. The Office of Governor Dannel P. Malloy
Robert Nims Cigna Corporation
Kimberly Armstrong Silcox Eastern Connecticut State University
Jack Soos Pratt & Whitney
Community Investment Operations Committee
Brian Osoba, Chair Central Connecticut State University
Stephen Balcanoff Connecticut Children’s Medical Center
Venton B. Forbes FaithCare Inc.
LaTasha Hunter Hartford Public Schools
Stephen Nightingale West Hartford
Bhavin Shah Lincoln Financial Group
Kay Sherman-Iyare UPS Capital Business Credit
Jennifer L. White The Hartford Financial Services Group, Inc.
Community Investment Volunteers
Thomas Allen The Office of Senator Richard Blumenthal
Stephen Balcanoff Connecticut Children’s Medical Center
Michael Bartley Connecticut Department of Labor
Elizabeth Bartron Glastonbury
Kirk Becker Student, Central Connecticut State University
* Executive Committee Member Executive Committee served as 64th Community Service Award Committee
UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT VOLUNTEERS† AND STAFF
22
Eddie Bryan Mickelson, Jacobs & Bozek, LLC
Thomas Calvocoressi Berlin
Pamela Carignan The Salvation Army of Greater Hartford
Steven J. Casey Northeast Utilities
Rebekah Castagno The Village for Families & Children
Eileen Castolene The Hartford Financial Services Group, Inc.
Isabel Chavarro Student, Central Connecticut State University
Jenny Comerford The Hartford Financial Services Group, Inc.
Mario Conjura People’s United Bank
Lisa Conti Lincoln Financial Group
Cindy Dubuque University of St. Joseph
Shayna Ellovich Glastonbury
Yanlin Fan Student, University of Connecticut
Jessica Feldman Aetna Inc.
Lori Fernand The Trust for Public Land
Venton Forbes FaithCare Inc.
Laura Friedeberg Connecticut Children’s Medical Center
Gary Guminiak Hallmark Cards, Inc.
Donna Hamzy The Health Consultants Group
LaTasha Hunter Hartford Public Schools
Renae James Mutual Housing Association of Greater Hartford
Celestino Jimenez City of Hartford
Ailish Keating Mutual Housing Association of Greater Hartford
John Kidwell Glastonbury
Gary Kozak Community Health Charities of New England
YukShan Li Hartford Public Schools
Linda Lissack Hartford
Bob Mathieu West Hartford
Christopher McGoldrick United HealthCare
Larry Michaud American Eagle Financial Credit Union
Sarah Miner Mutual Housing Association of Greater Hartford
Stephen Nightingale West Hartford
Brian Osoba Central Connecticut State University
Edward Palasek Community Solutions, Inc.
Katie Rock Our Piece of the Pie, Inc.
Lorna Sager Community Health Charities of New England
Cristina Santiago Hartford Public Schools
Cheryl Scroggins Pratt & Whitney
Michele Sexton Robinson & Cole LLP
Bhavin Shah Lincoln Financial Group
Kay Sherman-Iyare UPS Capital Business Credit
Sara-Beth Sidla Lincoln Financial Group
Lloyd Smith Bloomfield
Carrie Stockman West Hartford
Mike Stockman West Hartford
Kathryn Talbot Columbia
Anne Theriault University of Connecticut
Colleen Tighe Little Blessings of Farmington Valley, LLC
Darlene White Farmington Bank
Jennifer L. White The Hartford Financial Services Group, Inc.
Adam Zinkievich The Salvation Army of Greater Hartford
Hartford County Emergency Food and Shelter Program – Local Board
Pamela J. Brown Town of Enfield
Anne M. Danaher Jewish Family Services of Greater Hartford
Beth D. Ferrari Avon Congregational Church
Major Brian Glasco The Salvation Army of Greater Hartford
Judith Gough Catholic Charities, Inc., Archdiocese of Hartford
Christine M. O’Rourke Foodshare, Inc.
Deborah V. Rutledge Manchester Area Conference of Churches
Ellen Perkins Simpson Friendship Service Center of New Britain, Inc.
Emerging Leaders Society Steering Committee Members
Michael M. Byrne, Jr., Co-Chair UBS Realty Investors LLC
Bobby Nims9, Co-Chair Cigna Corporation
Maia Brooks9 UTC Aerospace Systems
Jennifer Burns TD Bank
Rebekah Castagno9 The Village for Families & Children
Jessica Feldman Aetna Inc.
Todd Francis UTC Aerospace Systems
Stephanie Hong Cigna Corporation
James Moher Grit ‘N Wit
Kelechi Ndu The Hartford Financial Services Group, Inc.
Ashley Netz Cigna Corporation
E.J. Ososki9 Acadia Insurance Co.
Katherine Ramirez Connecticut Children’s Medical Center
Kamarlia Reid Lincoln Financial Group
Paige Rhymer The Hartford Financial Services Group, Inc.
Anthony Shannon Shipman & Goodwin LLP
Jack Soos9 Pratt & Whitney
Erik St. Pierre PartsTech, Inc.
Stanley Williams Hartford Public Schools
Finance Committee
Gregory C. Toczydlowski, Chair Travelers
Donald Allan, Jr. Stanley Black & Decker, Inc.
Otto Eichmann Pratt & Whitney
Steven C. Erickson Whittlesey & Hadley
Laura House BlumShapiro
Joanne Roux Berlin
Investment Committee
Christopher Wilkos, Chair The Phoenix Companies, Inc.
Kevin E. Flaherty Webster Bank
Michael P. Hermsen South Glastonbury
David J. Jorgensen The Jorgensen Group at Morgan Stanley
Alan S. Kosan Segal Rogerscasey
Kolawole A. Olofinboba Fairview Capital Partners
Charles L. Olson People’s United Wealth Management
9ELS Founding Members † Lists include those who were serving actively as of December 31, 2014.
UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT VOLUNTEERS† AND STAFF CONTINUED
23
Nominating and Governance Committee
Shawn J. Maynard, Chair Windham Hospital Foundation
Nancy Bernstein Women’s Health Connecticut, Inc.
Luis Cabán Hartford
Kevin E. Flaherty Webster Bank
Margaret Marchak Hartford HealthCare Corporation
Karen Prendergast Greater Hartford Central Labor Council, AFL-CIO
Margarita Torres Hartford
Lyn G. Walker Shipman & Goodwin LLP
Non-Discrimination Policy Review Committee
Wayne S. Rawlins, MD, MBA, Chair Aetna Inc.
Robert E. Earley Comcast Corporation
Natalie B. Morris United Technologies Corporation
Brian Osoba Central Connecticut State University
Organizational Planning Committee
Jose Aponte Windham Public Schools
Michael Bartley Connecticut Department of Labor
Otto Eichmann Pratt & Whitney
LaTasha Hunter Hartford Public Schools
Gail Kulas Lego Systems, Inc.
Natalie B. Morris United Technologies Corporation
Wayne S. Rawlins, MD, MBA Aetna Inc.
Gregory C. Toczydlowski Travelers
Organizational Planning Work Groups
Michael Bartley Connecticut Department of Labor
Robert E. Earley Comcast Corporation
Otto Eichmann Pratt & Whitney
Tauheedah Jackson Hartford Partnership for Student Success
Ronald J. Jakubowski Consolidated School District of New Britain (retired)
Gail Kulas Lego Systems, Inc.
Karmela K. Malone The Hartford Financial Services Group, Inc.
Natalie B. Morris United Technologies Corporation
Wayne S. Rawlins, MD, MBA Aetna Inc.
Jason Rojas Trinity College
Gregory C. Toczydlowski Travelers
Joyce Willis Bloomfield
Power of the Purse Steering Committee
Elizabeth Gagne,t Co-Chair Travelers
Sue Ellen Kerr, Co-Chair The Hartford Financial Services Group, Inc.
Melanie Cecarellit Smith Designs, LLC
Tracy Charbonneau The Hartford Financial Services Group, Inc.
Marina Luri-Clark Marina Luri Events
Patricia Cushman United Technologies Research Center
Jocelyn DeMaio The Hartford Financial Services Group, Inc.
Julia Dickson Cigna Corporation
Briana Hollenbeck Aetna Inc.
Julie Lopes TD Bank
Roxanna Booth Millert Hartford Youth Scholars Foundation, Inc.
Resource Development Committee
James O’Meara, Chair Webster Bank
Julio A. Concepcion MetroHartford Alliance
Eric Daniels Robinson & Cole LLP
Jeffrey Hubbard TD Bank
Bill Kenney Test My Pitch
Lindsley Wellman Wellman Consulting
Anthony Sisti Strategic Business Solutions
2014 United Way Campaign Sponsored Executives
Kathleen Benoit Sponsored by United Technologies Corporation
Caryn D. Ferris Sponsored by The Hartford Steam Boiler Inspection and Insurance Company
Frank Frisoli On Loan from UTC Aerospace Systems
Paul Horvath Sponsored by Webster Bank and Day Pitney LLP
Drew Mitchell Sponsored by Pratt & Whitney
Joshua Rush Sponsored by United Technologies Research Center and Mutual of America
Gary B. Soltoff Sponsored by UTC Building & Industrial Systems
United Way of New Britain and Berlin Regional Advisory Board
William F. Dowling, Chair Sports Consultant and Attorney
Mike Ball RICH Products
Michael Bartley Connecticut Department of Labor
Charles Bogoian Kenai Sports
Briggitte Brown Asamblea De Iglesias Christianas Unidas, Inc.
James Fletcher TD Bank
Michael Gorzoch Gorzoch and Associates
Ronald J. Jakubowski Consolidated School District of New Britain (retired)
Susan E. Pease Central Connecticut State University
Karen L. Perham-Lippman Comcast Corporation
Tim Restall New Britain Rock Cats
Michael Schroeder Central CT Communications
William E. Schuch Del Conte, Hyde, Annello and Schuch, PC
Katherine Scierka McCue Mortgage
Lindsley Wellman Wellman Consulting
United Way of North Central Connecticut Regional Advisory Board
Robert E. Earley, Chair Comcast Corporation
Jennifer Barry Bay Path College
Steven J. Casey Northeast Utilities
Yvette Highsmith-Francis Community Health Center, Inc.
Karen Jarmoc Connecticut Coalition Against Domestic Violence
Andrew Kulas UTC Aerospace Systems
Lais Lingenfelter TD Bank
Carissa Pape 360 Federal Credit Union
Tony Rosinski C&S Wholesale Grocers
Faith Scavetta Hallmark Cards, Inc
Steven Wawruck Windsor Locks Town Departments
Gail Kulas Lego Systems, Inc.
David Alexander State Representative, 58th Assembly District- Enfield
tWLC Founding Members † Lists include those who were serving actively as of December 31, 2014.
24
Windham Region United Way Regional Advisory Board
Jose Aponte, Chair Windham Public Schools
Mario Conjura, Vice Chair People’s United Bank
Donna Evan Nutmeg Broadcasting Company
Dr. Patricia Garcia Windham Public Schools
Cathleen Paquette University of Connecticut
Luis Rodriguez Eastern Connecticut State University
Carol Polsky TD Bank
Antonio Santiago Jr. Department of Labor
Jennifer Holt Windham Chamber of Commerce
Peter Zlotnick Zlotnick Construction
Women’s Leadership Council Steering Committee
Michelle Stronz, PhD, Chairt Epiphany Enterprises
Noreen A. Randazzo,t Vice-Chair The Hartford Financial Services Group, Inc.
Melanie Cecarellit Smith Designs, LLC
Francine Christiansent Christiansen Consulting
Jocelyn DeMaio The Hartford Financial Services Group, Inc.
Elizabeth Gagnet Travelers
Sue Ellen Kerr The Hartford Financial Services Group, Inc.
Meghan Lachert Travelers
Peg Lesiak Farmington
Mary Ann Lubeskiet New Hartford
Karmela K. Malonet The Hartford Financial Services Group, Inc.
Roxanna Booth Millert Hartford Youth Scholars Foundation, Inc.
Janet Flagg-Rawlinst VA Connecticut Healthcare System
Charlene Ridgeway The Hartford Financial Services Group, Inc.
Lynn Sullivan Morgan Stanley Dean Witter & Company
United Way Staff
As of March 1, 2015
Susan B. Dunn l President and CEO
Paula S. Gilberto l Senior Vice President
Thomas W. Glynn Vice President of Finance and Administration
Sania Ahmad eBusiness Coordinator
Kimmy Boulier l Receptionist
Liz Buczynski l Community Investment Assistant Director
Melissa Camacho l Grants Manager
Maura Cook Community Engagement Senior Manager
Diana Desnoyers Community Engagement and Community Investment Administrative Assistant
Brent Dietz IT Manager
Patrick Doyle l Community Engagement Senior Manager
Karyn Durant l Donor Services Quality Assurance Manager
Kezia Ferrara l Finance Operations Senior Manager
Jennifer Gifford l Community Engagement Director
Evan Gregory Accounts Receivable Coordinator
Amy Helbling Marketing Communications Manager
Ricardo Henriquez Community Investment Senior Manager
Kayla Hernandez Accounts Receivable Coordinator
Kate Lincoln Resource Development Administrative Assistant
Valerie March Human Resource and Payables Manager
Tomeka Martin l Donor Services Director
Julian McKinley Marketing Communications Manager
Brian Mezzi Community Engagement Manager
Lindsey Niarhakos l Controller
Jennifer Paquette Resource Development Manager
Ann Péan l Donor Relations Senior Manager
Bree Scott-Pelczar Affinity Groups Manager
Elaine Pertillar l Administrative Services Senior Manager
Jennifer Pettit Community Investment Manager
Libby Richardson l Events Manager
Kimberley Russo l Community Investment Director
Anita Ford Saunders, APR Marketing Communications Director
Laura Schmelter Resource Development Director
Gary B. Soltoff Donor Relations Manager
David Taylor l Donor Relations Manager
Brittany Tripp Donor Services eBusiness Manager
William Valentine Donor Relations Manager
Aviva Vincent Community Investment Senior Manager
Lorraine T. Zera Executive Assistant to the Office of the President
Consultants
Cheryl Chester Human Resources
Nick Daukas Human Resources
Naomi Lerner Marketing Communications
AmeriCorps VISTA, Community Engagement
Nichole Mayweather
United Way Interns
Jacquelyn Amenta Community Investment
Rebecca Lemanski Community Engagement
Kathryn Mordarski Community Engagement
Kristal Rivera Community Engagement
Stephanie Striebe Marketing Communications
l Employed five years or more with United Way of Central and Northeastern Connecticut
25
“Conning’s history in Hartford is rich and long. We recently celebrated 100 years and look forward to our next 100. We will continue to help make our community stronger and build a sustainable future workforce for Conning and local industries.
Our commitment to our local United Way and volunteerism strengthens employees’ morale and sense of community, making the Hartford region a better place to live and work.”
Woody E. Bradford, CEO, Conning
64th Annual Community Service Award
“Our company was founded in 1866 to help save lives through improved specifications for boiler design, manufacture and maintenance. Helping found the local United Way was a natural outgrowth of our goal to improve quality of life and safety.
We have very strong roots here and believe in sharing our good fortune with others to impact the community through United Way.”
Greg M. Barats, CEO, The Hartford Steam Boiler Inspection and Insurance Company
“Phoenix’s involvement in making the world a better place goes back more than 160 years to one of its founders, who was a noted abolitionist working to end slavery in this country.
Today, we continue to make a difference through a combination of employee volunteerism, executive leadership and charitable giving. Last year, Phoenix and its employees contributed nearly $1 million to our local United Way.”
Jim D. Wehr, CEO, The Phoenix Companies, Inc
In 1924, three men, William S. Conning, Founder of Conning, William R. C. Corson of The Hartford Steam Boiler Inspection and Insurance Company, and Arthur M. Collens of The Phoenix Companies, Inc. led the feasibility study that resulted in bringing the Community Chest, now United Way, to Hartford.
Now 90 years later, these same three companies guided by 21st Century leaders continue to support United Way.
United Way, for the first time looked beyond individual achievement to the legacy of leadership from these companies in awarding its 2014 Community Service Award. Congratulations. Watch the video: UnitedWayInc.Org/FoundingMembers
2014 Annual Report
Wayne S. Rawlins, MD, MBA Chair, Board of Directors
Susan B. Dunn President and CEO
Anita Ford Saunders, APR Marketing Communications Director
Amy Helbling Marketing Communications Manager
Julian McKinley Marketing Communications Manager
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