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2015-2016 Campaign Annual Report
The 2015-2016 campaign had the United Way board and staff “Charting the Course to Change” through new staff and board leadership, financial oversight from Cowlitz Family Health Center, and integration of new sound financial policies and procedures.
One major change this year was our decision to only award grants to partner agencies based on actual dollars collected by the end of our campaign. In years past, we allocated money that was pledged rather than money in the bank. This new policy will protect all stakeholders involved: partner agencies and the people they help, donors, and the United Way. Grants this year were less than in previous years because of this strategic policy change, which sets a foundation for financial stability and promotes the sustainability of our collective efforts.
The United Way board and staff worked hard this past year to validate and improve upon existing relationships while cultivating new ones throughout our community. This campaign we chose to focus on agencies whose efforts improve healthy lifestyles and behaviors in our communities, and we’re proud of the partnership we have with every one of the 20 agencies that received United Way funding.
It has been a rewarding journey for me to work alongside our dedicated board members, Dave Green and Brooke Fisher-Clark. Together, we share the same passion for our communities as we strive to improve the quality of life through the areas of health, education and income.
I encourage anyone who reads this annual report to note the difficult, yet necessary changes that were made to improve the operation and strength of United Way, and consider giving, advocating or volunteering to support the essential programs that improve the quality of life for our family, friends and neighbors in need. Your time and/or monetary contributions make a difference!
I am looking forward to being a part of United Way’s continued journey to greatness, and I hope you will join me in supporting it as well.
A MESSAGE FROM OUR BOARD PRESIDENT
MISSION STATEMENT
It is the mission of United Way of Cowlitz & Wahkiakum
Counties to unite people and resources by leading
community efforts to care for one another.
John Anderson-Board President
Anderson & Anderson Advisory
Brent Arnold-Board Member
Cowlitz PUD
Arika Atkins-Board Member
Weyerhaeuser
Graham Bailey-Treasurer
NORPAC
Sue Cameron-Board Member
Wahkiakum County Health & Human Services
Russ Chittock-Board Member
Prestige Senior Living-Monticello Park
Mick Fox-Board Member
Active Community Volunteer
Glenn Gelbrich-Media/Communications Chair
Kelso Public Schools-Superintendent
Jeff Huckestein-Board Member
KapStone Paper & Packaging
Mike Karnofski-Board Member
Cowlitz County-Commissioner
BOARD OF DIRECTORS (2015-2016)
Margaret Lapic-Board Vice President
Active Community Volunteer
Nadine Lemmons-Board Member
Lower Columbia College
Greg McCormick-Campaign/Grant Chair
Mark Morris High School
Terry McLaughlin-Secretary
Cowlitz County-Assessor
John Paul-Board Member
KLOG/KUKN/The Wave
JD Rossetti-Past President
District Representative
Judi Smith-Board Development Chair
Active Community Volunteer
Hyatt Yu-Board Member
Kaiser Permanente
UNITED WAY STAFF (2015-2016)
Brooke Fisher-Clark
Director of Community Resources
Dave Green
Executive Director
PARTNER AGENCIES 2015-2016 CAMPAIGN
Been There Done That
Boy Scouts-Chinook District
Castle Rock Senior Center
Children’s Justice & Advocacy Center
Columbia Wellness
Community Caring Project
Community Health Partners
Community House on Broadway
Cowlitz County CASA
Cowlitz-Wahkiakum Legal Aid
Emergency Support Shelter
Ethnic Support Council
FISH of Cowlitz County
Friends of Longview Senior Center
Life Works
Lower Columbia Head Start
Oxford House
Progress Center
St. James Family Center
Volunteer Chore Services
YMCA of Southwest Washington
Youth & Family Link
Total Revenue:$520,077
Program Expenses: $149,746
Management & General Expenses: $64,729
Fundraising Expenses: $60,215
Total Expenses:
Total Assets: $725,756
Total Liabilities: $14,505
Net Asset Balance: $711,251
United Way of Cowlitz & Wahkiakum Counties is tax-exempt under section 501 ©
(3) of the Internal Revenue Code. Donations are tax-deductible to the extent al-
lowed by law.
Here is a snapshot of United Way of Cowlitz & Wahkiakum
Counties income and expenses for fiscal year end March 31,
2016.
2016 CAMPAIGN-GRANT TOTAL
2016 CAMPAIGN-PLEDGE TOTAL
New financial policy awards grants based on cash received in the bank by last day of
campaign and fiscal year (3.31.16). This amount does not represent pledge total.
This number represents total of donor pledges made for the 2016 campaign including
designations. Donors who made pledge commitments to this campaign have until
3.31.17 to fulfill their contribution. Monies from the 2016 pledge collected after 4.01.16
will be awarded out at the next grant event in 2017.
2016 CAMPAIGN-PLEDGE MAKE-UP
United Way donors have an opportunity to give to the general campaign each year. Those funds are
granted to agency programs that are determined to be appropriate and that are aligned with our mission,
focus initiatives, compliance standards and community need.
Donors also have an option to designate their dollars to specific organizations that are United Way or non-
United Way agencies. 100% of partner agency designations get distributed on a quarterly basis. A 16% ad-
min fee is applied to all designations assigned to non-United Way partner agencies, and checks are also dis-
tributed to those agencies quarterly. Based on new financial policies, monies that have been collected to-
wards the designation pledges are awarded out quarterly.
2016 DESIGNATIONS
AWARDS BY FOCUS AREA: HEALTH, EDUCATION, INCOME
$150,700
$83,000
$14,300
Improving healthy behaviors and lifestyles is a priority of United Way.
Through our partner programs, there will be healthy food offered to those in
need, nutrition education, physical fitness support and encouragement,
health preserving advocacy and support and health improving medicine for
those in need.
Education is key to unlocking a life of stability and success. Through the
funded programs of United Way partners, at risk or impoverished children
will receive positive behavior support and quality early education care.
Children will be better prepared for Kindergarten. Families with low income
will be able to provide their young Boy Scout the opportunity to go to
educational camps, and families can provide developmental screening
opportunities for their young children.
Community and family income stability is important to United Way. With the
support of partner programs, low income individuals or families can resolve
civil matters at ease with the help of donated legal support and minorities
can get connected to the resources that will help them stay on track. United
Way also supports local programs like Fibre Federal Credit Union’s
“Financial Reality Fair” for youth to gain perspective on budgeting.
AWARDS TO FOCUS AREAS-HEALTH, EDUCATION & INCOME
PARTNER AGENCY GRANT AWARD PROGRAM FUNDED
BEEN THERE DONE THAT $4,900 MENTORSHIP
BOY SCOUTS-CHINOOK DISTRICT $5,900 UNIFORMS, SCOUT EXPENSES, CAMP
SCHOLARSHIPS
CASTLE ROCK SENIOR CENTER $7,900 FOOD-FRIDAY LUNCH
CHILDREN’S JUSTICE & ADVOCACY CENTER $17,400 OUTREACH, ADVOCACY, TRAINING
COMMUNITY CARING PROJECT $9,900 READY FOR KINDERGARTEN
COMMUNITY HEALTH PARTNERS $5,900 MEDICAL SUPPLIES/MEDICATION FOR
URGENT CARE, CHRONIC & DENTAL
COMMUNITY HOUSE ON BROADWAY $19,900 FAMILY/CHILD ADVOCACY
COWLITZ COUNTY CASA $11,900 CASA TRAINING, SUPPORT, OUTREACH
COWLITZ-WAHKIAKUM LEGAL AID $4,400 SELF HELP PLUS-LEGAL REPRESENTATION
FOR VULNERABLE POPULATIONS
EMERGENCY SUPPORT SHELTER $24,900 SHELTER SERVICES
ETHNIC SUPPORT COUNCIL $9,900 BILINGUAL SERVICES
FISH OF COWLITZ COUNTY $9,900 FOOD FOR THE NEEDY
FRIENDS OF LONGVIEW SENIOR CENTER $7,900 FOOD
LIFE WORKS $7,900 ADVOCACY & SUPPORT SERVICES FOR
PEOPLE WITH INTELLECTUAL & DEVELOP-
MENTAL DISABILITIES
LOWER COLUMBIA HEAD START $17,400 POSITIVE BEHAVIOR SUPPORT
PROGRESS CENTER $24,900 TRACKING LEARNING CHILDREN
ST. JAMES FAMILY CENTER $24,900 EARLY CARE & EDUCATION
VOLUNTEER CHORE SERVICES $7,400 CLIENT TRANSPORTATION
YMCA OF SOUTHWEST WASHINGTON $14,900 LOSE TO WIN; HEALTHY EATING & PHYSI-
CAL ACTIVITY
YOUTH & FAMILY LINK $9.900 TEEN MENTORING
In-Kind Donations
In-kind donations are goods or services contributed to help offset costs for an event,
program, campaign support, operations etc.
In-Kind Volunteer Hours
United Way achieves its success by the partnership and volunteers that contribute
their time to supporting United Way events, programs, campaign support, operations
etc.
Thank you to all of the volunteers, donors and
supporters who bring United Way and its mission to
life within our community. We are so grateful for
your generosity, time and dedication.
Giving, advocating or volunteering for your local
United Way makes a difference in the quality of life
for your neighbors in need.
The United Way board and staff made a point in the 2016 campaign “Charting the Course to Change” and
beyond to identify a specific area that United Way can focus on improving community indicators identified in
the Pathways 2020 Report Card and County Rankings Report.
At the start of the 2016 campaign, Cowlitz County ranked 39th out of 39 counties in Washington State for
Healthy Behaviors, and has been for the past several years. This category includes risk behaviors such as
smoking , obesity in children and adults, diabetes, substance abuse, motor vehicle crash deaths and STD’s.
The ranking in the county data has since improved to 35 out of 39 for healthy behaviors, but we want to see
that number drop continuously.
United Way of Cowlitz & Wahkiakum Counties made a commitment to collaborate and synergize with
partner agencies, local government, education, business and community members to make improvements in
healthy behaviors.
Our partner agencies’ efforts are essential to achieving progress! The 2016 United Way grant application,
asked how their agency programs fit into being a part of the solution to improving healthy lifestyles and
behaviors. Our partners rose to the occasion in providing health promoting data related to their critical
services as well as new innovative program additions being integrated to promote healthy behaviors and
lifestyles.
There are many ways in which we will continue engaging the community regarding healthy behaviors and
lifestyles. During the 2016 campaign, United Way highlighted its focus with “Hop for Health 5k Run, Walk &
Hunt,” a physical and fun activity for community members to engage in while learning about this initiative.
Look for more events and information pertaining to improving healthy behaviors in the 2016-17’ campaign.
Improving Healthy Behaviors & Lifestyles
2016 Campaign Events
250 Volunteers
26 Projects Completed
$3,458 Raised
3 High School Student Teams
September 9, 2015 was a day highlighting the power of volunteerism and
positive community impact that can be achieved in one single day. We could
not have done this without our selfless, open-hearted volunteers who took
on projects like painting buildings, major overhaul cleaning, fence staining,
landscaping and much more.
The Glory of Giving Back
The Expo Center was beaming with excitement on October 15, 2015 for our
United Way’s first annual “Power of the Purse” event, which welcomed
females to a celebration of women their philanthropic power. Over 20 local
female business women showcased attire from local retailers in a rockin’
fashion show, and a multitude of purses were raffled and auctioned.
A Powerful Celebration
$16,427 Raised
250 female attendees
United Way partner agency directors spoke about important programs and
services to continue to support through United Way, and a special ceremony
acknowledged Sandy Junker (Executive Director-Lower Columbia Head Start)
with the Woman of Excellence Award for outstanding support to the Head
Start program and children’s services and accessibility in the community.
2016 Campaign Events
It was so eggciting to see smiling children and adults walking
away from this March 26th event with hula hoops,
basketballs, and other health promoting toys, games and
items. This event highlighted our healthy behaviors initiative.
Hoping & Hopping for Health
$6, 624 Raised
150 Participants
$2,000 Raised
Saturday, February 20, 2016
$897 Raised
Programs
United for Change is a program founded by Mark Morris High School Leadership
Teacher, Travis Ruhter. United Way of Cowlitz & Wahkiakum Counties has been a
partner of this program to be able to advocate on its behalf and bring it to more high
schools in Cowlitz & Wahkiakum Counties.
The program concentrates on building empathy, positivity, leadership and teamwork
in hopes of improving school cultures, and reducing negative behavior. This year
the program embraced 6 of the area high schools with the “Make the Change-Day
Seminar,” and “Be the Change Weekend Retreat” held at Cispus.
Through the generous support of the participating schools and donors, United Way
was able to help fund the “Make the Change” events.
United for Change
Cascade Circle Givers ($500 +): Firms & Workplace Campaigns
FamilyWize, a United Way service partner, is
saving families in Cowlitz & Wahkiakum Counties thousands of dollars in prescription
costs. Over the past ten years, the savings locally add up to over $420,000 in Cowlitz
and Wahkiakum counties alone and have been realized by more than 2,500 individuals.
This program helps families stay healthy by reducing the costs of prescription medication.
The savings are achieved through a FamilyWize prescription savings card that is free to all consumers. Peo-
ple interested in participating in this free program can call 1-800-222-2818 or download the information from
the website: FamilyWize.org.
FamilyWize Program
Red=Rainer ($5,000+) Green=Adams ($2,500-$4,999) Blue=Hood ($1,000-$2,499) Orange=St. Helens ($500-$999)
JC Penney
Cowlitz River Rigging
Wilcox & Flegel
Puget Sound Energy
Renaud Electric
Lower Columbia Head Start
Baker Lumber
Kemira Water Solutions
Dutch Bros. of Longview/Kelso
Burgerville
Fibre Federal Credit Union
PGE
The Daily News
Port of Longview
Castle Rock School District
Woodland Truck Line
Columbia River Reader
PDM Steel Service Centers
Underwriters Laboratories
Federal Express
Emergency Support Shelter
Rotary Foundation of Kelso
Bank of America
Cathlamet Realty West
National Board PGM
Heritage Bank
Anderson & Anderson Advisory
Summerland Catering
US Cellular
Wahkiakum School District
Woodland School District
Walstead Mertsching
KapStone
Wollenberg Foundation
JH Kelly
NORPAC
UPS
Weyerhaeuser
Weyerhaeuser Foundation
Longview School District
Georgia Pacific
Kaiser Permanente
Kelso School District
City of Longview
Solvay Chemicals
Macy’s
Target
Columbia Wellness
PeaceHealth
Washington State Combined Fund Drive
BNSF Foundation
Puget Sound Energy Foundation
Cowlitz PUD
Walmart
St. James Family Center
Red Canoe Credit Union
US Bank
Cowlitz 2 Fire & Rescue
Williams Company
Cowlitz Family Health Center
UnitedHealth Group
Life Works
Morgan Stanley
Comcast
Cascade Select Market
Cascade Circle Givers ($500+): Individuals Red=Rainer ($5,000+) Green=Adams ($2,500-$4,999) Blue=Hood ($1,000-$2,499) Orange=St. Helens ($500-$999)
Dan Evans
Mason Evans
Jeff Cameron
Bill Reade
Paul & Heidi Furth
David & Debbie Campbell
Chris Fritsch
Mark Sandblast
Mick & Cathy Fox
Michael Julian
Anne DeFrancisco
Robert J. Schwitzke, III
Margaret Nerison
William Swanson
Nick J. Busch
Glenn Gelbrich
Dennis Morgan
Dan Howell
Ray McDermott
Pete & Fran Crosby
Marelle Matyk-Roeter
Lynn Bates
Donald Davis
Kathleen Johnson
Mike & Nancy Banigan
David Spaulding
Jeanne Avery
Ron C. Lamb
Jim & Susan Andrew
Mark & Kristin Fleischauer
Eric Smith
Jack Whittal
Dave & Jennifer Green
Thomas Bosch
Reed & Pam Hadley
Wendell & Mickey Kirkpatrick
Greg & Margaret Lapic
Shirley Lutz
Ron & Jean Marshall
Milford & Marge Ofstun
Peter C. Wagner
Mary Wingate
Ramona Leber
Kimberly Nelson
Chris Skaugset
Brian & Rose Hewitt
Rosaline Perez
Craig & Jerri Anneberg
Dennis Perry
Graham Bailey
Eric & Beth Hansen
Ron & Sandy Junker
Michele Fischer
Judi Smith
Robert & Barrie Altenhof
James Graham
Jamie L. Boaglio
Jeff A. Dean
Michael & Janice Frasier
K’Lynn Gillihan
Curtis Ollila
Patrick Patten
Sadie K. Smith
Kim Gantner
M. Regina Gonzales
James Lowman
Roberta Jacobs
Wayne Amondson
Joyce K. Becker
Galen & Jeane Conrad
Brad Cooper
Mike & Sandy Haas
Sean C. Kiffe
Nadine Lemmons
Wayne & Chris Wallace
Mitch Williams
Ryan J. Yanez
Josh R. Johnson
Lloyd Kegney
Chris Larsen
Rod McHattie
Jarl & Kay Opgrande
Lisa Verage
Don & Judith Fuller
Tom Rozwod
Michael & Tereli Karnofski
Caleb Snellman
David Hill
Eric Bergman
Scott Crydeman
W. James DeVries
Jacqui Ellis
Jeff Erskine II
Dan Gregory
Julie Hooper
Pam Hutchings
Pine Keppinger
Bradley Kitselman
Douglas B. Lewellen
Nancy Martin
Mark Massey
Eric Maxey
Mike & Karen Moss
Christopher North
Sean O’Farrell
John Peters
Paul Piper
Dave Puderbaugh
Andy Puryear
John Ragan
Brett Rohr
Eli Sancere
Terry Scott
Traci Sillik
Janisch Skeeter
Michael L. Stange
Kevin Van Fleet
Stephen G. Waller
Sarah Beth Waterman
Eric Woolcott
Rick & Carol Lecker
Gerrie Booth
Harold & Elaine Cockrell
Dian Cooper
William Elton
Michael & Rebecca Kubitz
Gordon & Mary Matlock
Richard Nau
John & Lesley Ness
Lisa Nippert
Patricia Peterson
Dick Sinnett
David Spurgeon
Carl & Tomie Torgerson
Ebby & Jean Williams
Rachael Wolford
“All of us at Emergency Support Shelter want to thank you for your amazing
allocation to our agency in support of our work with victims of domestic violence,
sexual assault and other crimes.
We are so grateful to be a partner agency with United Way and are thrilled for the
successes that have happened over the past year.
The work that you all do in rallying the community together to make our
community a better place is so important. The impact of your efforts creates
positive changes in the lives of so many people in our county. Thank you!”
-Emergency Support Shelter Board & Staff
“On behalf of the Board of Directors, staff, families and children we serve, we
would like to extend our heartfelt thanks for your support of St. James Family
Center’s Early Care & Education Program.
We appreciate the time and commitment the United Way board of directors, our
liaison and panel members spent making difficult decisions in regards to funding
so many worthwhile programs in the Cowlitz & Wahkiakum Communities. Again,
we thank you and look forward to this year and our continued collaborative
efforts to support United Way of Cowlitz & Wahkiakum Counties.”
-Beth Hansen (St. James Family Center)
I would like to invest in my community through United Way of Cowlitz and Wahkiakum Counties
$25 $50 $100 $250 $500 $1000 Other Amount $__________ Checks and credit cards accepted. Make checks payable to United Way of Cowlitz & Wahkiakum Counties or complete credit
card info below.
Date Employer ______________________________________________
First Name_____________________________ Last Name ______________________________
Mailing Address __________________________ ____________ City ________________________ Zip______________
E-mail Address____________________________________________ (required)
Phone# _______________________________________________
Credit Card Payments Accepted Card Number__________________________ Expiration Date ____________ CVC Code______ Signature______________________________
Mail Pledge Form To:
United Way of Cowlitz & Wahkiakum Counties
1338 Commerce Ave., Suite 201
Longview WA 98632