Change Starts Here

AnnuAlRepoRt2013

The United Way’s mission is to improve lives and build community

by engaging individuals and mobilizing collective action.

united Way 2013 Annual Report 32

Bruce olsen Board Chair

Change Starts Here How we are DRIVInG Change!

Message from the Board Chair and Executive Director:

Through generous gifts of time, talent and treasure this past year, thousands of Central and South Okanagan and Similkameen residents created enormous impact to help kids be all they can be, build strong and resilient communities, and lift people from poverty to possibility.

A focus of this year’s campaign was to increase community participation in the United Way, and we asked what could be achieved if simply one more percent of our local population became engaged in our impact mission. We are striving to measure success not only in dollars raised, but in positive changes made. And collectively we created amazing impact in 2013.

For example, the total number of projects completed through the Day of Caring program increased by 9%, and for the first time was offered to organizations in the South Okanagan. These efforts contributed an in-kind value to

Board of Directors2013-2014

Bruce olsen, ChairAlison Moscrop, Past Chair

Bob Brown, Past ChairDarcy Haw, Treasurer and Vice Chair

Janet lawrence, Community Investment Committee Chair

Anne Kirkpatrick, Resource Development Committee Chair

James patersonCarol Gordonlaura MylesKaren ericksonAndrew pritchardlaura thurnheerGreg McGowanKathy ConwayHeather pestaVictor narynskyyi

the community of over $159,000. The overall participation increase in the number of volunteer hours contributed to the United Way and the community was 13%. Plus there was an overall increase in the number of donors, and total dollars raised to be invested in community impact this year was $1.2 million.

The stories and demonstrations of impact are highlighted throughout this Annual Report. It is all possible thanks to our dedicated Board Directors, the expertise and talents of our staff members, the passion and alacrity of our many volunteers, and generosity and spirit of each donor. Together, we make change start here.

Bruce olsen, Board Chair

Marla o’Brien, Executive Director

Marla o’Brien, Executive DirectorAvril paice, Director of Community InvestmentJennifer park, Director of Resource DevelopmentJudy Doucette, Director of FinanceRiley Gettens, Director of the South Okanagan office (Feb – July)

Angela pomeroy, Development AssociateAmanda turner, Success By 6 Coordinatornathan pinfield, Administrative Associate

Thanks to the Canada Summer Jobs Program: Summer students Anureet Gill and Miranda tumbach

Maxine DeHart’s 16th Annual Drive thru at the Ramada Lodge was one of the largest and most successful ever, selling out 1,500 bagged breakfasts and garnering $41,057!

Thank You to all of our volunteers who assist us in many different

ways such as our Board of Directors, Resource Development

and Community Investment Committees, Community Impact

Teams, Campaign Cabinet, Special Event Ambassadors, Office Support,

Days of Caring Ambassadors and GenNext!!! All of YOU make United Way successful in our communities.

Together we are YOUnited!!

the 2nd Annual Drive thru Breakfast in Penticton was hosted by the Penticton Lakeside Resort, and with a generous promotion and contribution by Skaha Ford and Penticton Kia, raised $11,421!

united Way 2013 Annual Report 54

All that kids can be

Healthy people,strong

communities

Povertyto possibility

3 Strategies for Changing lives

united Way is more than just a funder... In the Central and South okanagan Similkameen, our Community Funds supported:

BrainTrust Canada AssociationBuilding Healthy Families Society

Canadian Mental Health Association –Central and South Okanagan

Canadian Red Cross – Central and South Okanagan

Central Okanagan Child Development AssociationCentral Okanagan Elizabeth Fry SocietyCentral Okanagan Hospice AssociationCanadian National Institute for the Blind

Community Recreational Initiatives Society Desert Sun Counselling & Resource Centre

Dragonfly Pond Family SocietyHands in Service

John Howard Society of the Central and South Okanagan SimilkameenKelowna & District Share Society

Kelowna Child Care SocietyKelowna Community Resources

Kelowna Family CentreKelowna Women’s Shelter

Meals on Wheels PentictonNeighbourLink Summerland

NOW CanadaOkanagan Boys & Girls Clubs

Pathways Abilities Society Peachland Wellness Centre

Penticton and District Community Resources SocietyPenticton Discovery House

Pets and People Visiting SocietyProject Literacy Kelowna Society

Reach Out Youth CounselingSeniors Outreach Services Society

South Okanagan Similkameen Brain Injury SocietySouth Okanagan Victim Assistance SocietySt John Ambulance – Pet Therapy ProgramSummerland Asset Development Initiative

The Arthritis SocietyWestside Health Network

Youth Initiative Grants, supported by Interior Savings and TELUS ● 12 grants totaling $12,500

Day of Caring Grants, for supplies for Day of Caring projects ● 9 grants totaling $3,760

Sponsorship of the Okanagan Volunteer ●Opportunities Fair $1,000

Impact Projects in the Central and South Okanagan Similkameen ● 14 grants totaling $33,230

Prospective New Community Partner Grants for Karis Support Society and Inn from the Cold $16,000

Emergency Grants for the Penticton Boys and Girls Club and CMHA, Penticton $4,618

●Completed a total of 72 Day of Caring projects, matching groups of volunteers from local companies to service projects at community organizations. ●Distributed over 11,000 emergency transportation vouchers to community organizations so they can provide bus tickets to clients with no other safe access to transportation. ●Acted as a clearinghouse to connect over 150 nonprofits with professional skill sets, volunteer labour, media relationships, and recycled office and computer equipment. ● Supported the work of Success By 6 and Better At Home throughout our region. These are province- wide programs funded by the BC Government and Credit Unions of BC (SB6) to ensure children up to age 6 get the best possible start in life and helping seniors live independently and safely in their homes through non-medical support.

Where we invest to create Impact:

All that kids can be means that children and youth are: ●Engaged in learning ●Connected and involved in their communities ● Supported in physical and emotional well-being

Strong communities are where people are: ● Involved in their communities ● Supported in personal well-being and safety ●Connected to supports

Poverty to possibility means we support: ●Housing stability ●Employment and financial security ● Food security

United Way does a lot more than provide funding to charities. We are a movement to create change in communities through

partnerships on priority issues, and funding is just one of several strategies we use to do this.

Other strategies include leading community initiatives, mobilizing volunteers, leveraging resources, advocating,

and supporting organizations through our programs.

ImpactImpact and Special Reserve Grants:

During 2013-14, in addition to our funding programs, the united Way:

Donations of $5000 +

Adria, Robert & KimArmstrong, Sean

Budd, TomIbbotson, J.

The Colin and Lois Pritchard Foundation

The Priebe Family FoundationRea, Glen

$2500 - $4999Arsenault, Theresa

Bailey, Angela BURNCO Family Foundation

Hamilton, Brent Kellert, Barbara

Laloge, Ken Nelson, Jeff

Nelson, Dr. Louise Newby, Robert

Rizzo, Mike Schultz, Rodney

White, Chris

$1000 - $2499Abel, Barry

Anderson, LeslieAppleton, John Arkle, Nicholas

Babcock, Sharon Bailey, Mary-Louise

Barnes, GlennBaron, MarkBasso, Dan

Beames, Judge Alison Bennett, Steve

Berg, Dr. DarrenBernier, Kris

Bilawchuk, Kathryn & Wayne Borring-Olsen, Karen Bracken, Rusty & Bev

Brown, Bob Burnett, Clarke

Buszard, Deborah Bye, Murray

Cameron, Lorraine Campbell, Peter

Carr, Andrew Cattani, Edward

Chamberlain, Dr. Grant Chrenek, James Church, Lloyd

Conway, Kathy & Michael Cousins, CurtisCrowley, Mike Darnell, Sue

da Silva, Deborah DeHart, Maxine & Chris

Dickie, Mark Dolson, Joan

Drapak, Tammy Driscol, Joseph

Edwards, Debbie & Terry Erickson, Karen

Fabris, Mary Feist, Diane Fine, Robert

Fisette, RaymondFlannigan, Mary-Jane & Terry

Fleming, Stephen Fort, Don

Fraser, Gladys Freeman, Patrick Fukumoto, Ruth

Gall, Clayton & Shannon Gorman, Ron Gorman, Ross

Gorniak, Shawn Grant, Miriam Gray, Theresa Guidolin, John Guyitt, Jason

Hall, StephanieHamilton, Jim

Hamzehi, PanteaHare, Carl

Harper, Terry Harvey-Smith, Frank

Hatt, Dr. Linda Haw, Darcy

Hjorth, JasonHolitzki, Shelley

Holtby, Cairy Hubber, Michael Johnson, Sara Kampeth, Ron

Kavanagh, TrudyKeehn, A

Kerr, DavidKharwar, Sukhjit

King, Christopher Kinnear, Mark

Kippan, DuncanKirkpatrick, AnneKlassen, Steven Knapp, David Kotler, DinaLaing, Miles

Laveck, Alana Laviolette, JimLawson, John

Leatherdale, StuartLund, Charles & Mary

Lyttle, AmyMacKenzie,Elizabeth

McCormick, A.McCoubrey, Dr. Sharon

McEwen, Rolfe

McGrath, VinceMarshall, RupertMartens, Michael

Mathieson, CynthiaMetherell, Joni Mitchell, Paul Montford, Ian

Mooney, WendyMortenson, BudMoscrop, Alison Murdoch, Don

O’Brien, Andrew & Marla Oliver, Richard Olsen, Bruce Orban, Steve

Paterson, James Paterson, Jim & Diane

Pesta, HeatherPhung, Thi Ruby Pullen, Quinton

Quaal, AletaRamsay, James

Randall, RebeccaReal, R.

Reiss, LucyRiva, Donald

Robins, Jennifer Saari, Ryan

Sanders, Brian Scott, Rick

Seigel , Dr. Stuart Shakespeare, Michael

Sirois, DianeSkrapek, Richard

Smith, Bruce Smith, RobinSpeiser, Scot Spencer, Rhys

Standen, RobertStang, Sarah

Stef, Carl Stevens, Dr. Holly

Stevens – Cross, Leslie Stewart, Richard

Teetzel, IanThomson, Mr. Donald

Thurnheer, Laura A. Thurston, MattTracey, Doug

Turri, Don Tyner, Ross

Vernon, AlannaWard, Kim

Wells, Susan Wilson, Ruth

Wilson, SharonWoodward, Peter

Yee, KellyZuckerman, Carol

Zuschtok, Tony Zvonarich, Sheila

$500 - $999Albrecht, LauraAllard, DavidAllen, LolaAllen, M.

Allingham, BradlyAmsler, Robert

Anderson, CoryAnthony, Alex

Atherton, MichaelBabiuk, Bruce

Bagatto, KimberleyBakay, Heather

Bambalort, ShelleyBan, Robert

Banham, Dr. HeatherBarker, SonyaBarton, AdeleBeda, BlancheBedford, Karen

Behardien, TanyaBernard, PaulBertrim, Greg

Berwick, JamesBilley, Robert

Blaskovich, PamelaBond, Mr. and Mrs. David

Bottoroff, Dr. JoanBright, AdamBuffy, Charles

Burns, Mr & Mrs ScottBye, Caroline

Campbell, ColinCarels, ShawnCares, Team

Carlson, BrentCartwright, Maureen

Cavanaugh, PegChisholm, MichaelColbeck, Florence

Collins, RobCook, Jason

Corbett, WendyCorrigall, Dr. DMCoulson, HollyCouture, KeithCraig, DonaldCraig, Janet

Crowe, DavidCrowley, Yvonne

Cumming, EvalinaDabiri, Marcia

Davidson, RandyDekker, TimDill, Torin

Disbery, IanDonnelly, DwayneDorsel, Michael

Drury, JoyceDucksworth, KieronDuncan, Graeme

Dutoff, KeriEhlers, JulianErickson, VicEvans, Scott

Fenton, WilliamFielding, KeithFinlay, Denise

Fisette, RaymondFisher, Leslie

Fortier, ShannaFricska, Gabor

Geleynse, BenjaminGilmore, Peggy

Given, GailGrant, James

Grant, MarieGrayston, Keith

Gunn, KurtisHaller, DeborahHanna, Michael

Harvey, KenHavgan, DarylHazzi, HeatherHebert, John

Hickman, MartineHilts, Michelle

Hobson, RobertHodge, Carl

Holmes, LynneHolmes, Professor

Humberstone, MichaelHurd, ErnieIllman, Tony

Jamieson, IanJanes, R.E.

Jenn, TravisJones, Danny

Jones, EllyKakoschke, Warren

Kallen, CurtKarstad, LarsKelly, YvonneKempf, AlfredKeyes, Daniel

Kok, OnnoKost, DonnaKrystynak, R.

Kummen, NancyKunz, Randy

Lade, GordonLafleur, Marion Lee

LaMonica, HollyLaplieur, JudyLarsen, James

Laverdiere, AshleyLawlor, LindaLee, Charles

Lehmberg, CaryLeiper, Jean

Lightbody, WallyLind, Isabella

Lionello, RobertLloyd, JordanLouwe, Nancy

Lutier, CharlotteLyons, Tim

Macdonald, BonnieMaier, Brenda

Mainwaring, LynMalito, Judy

Marck, PatriciaMarcolin, BarbaraMartindale, StanMasterman, Jack

Mathews, JenniferMattusi, Ron

McHaffie, LisaMcKain, Blaine

McLean, AngelaMcLellan, Patrick

McVeen, EtMitchell, MarjorieMitchell, RobertMoen, Barbara

Molyneaux,CoreyMorimoto, ThomasMunholland, Robert

Murphy, KerriNowoseiski, BrianNygaard, GwenOliveira, BrianPaige, SusanParker, ElainePatterson, Al

Pesut, Dr. BarbaraPeter, Dyan

Pomeroy, Brian and AngelaPourmokhtari, Bayan

Prehofer, BrandonRanson, PeterResener, Chris

Reynolds, WilliamRidgeway, RandyRoberge, Joseph

Robertson, AndreaRobinson, James

Roche, PeterRooke, Wendy

Roth, CindyRouck, KerryRozell, Daniel

Ruff, JimRyan, Jim

Sattelberger, CindySawatzky, Paula

Schneider, HeatherShaw, Roger

Sherwood, RobertSkinner, JimSmith, Scott

Sol, JohnSolmer, RonaldSt. Jean, Wayne

Stuart, IanSullivan,KristanTanner, TammyThorn, GeorgeThubron, BrianTroock, LaurieTurton, Mary

Tutte, AlUjlaky, FrankVacic, Sonja

Van-Ingen, RaymondVanwicklin, Byron

Vass, DanVernon, Norm

Vos, JohnWakeling, EmilyWalker, MelanieWalsh, Christene

Watt, BillWheeler, Janet

Wiebe, J.Wiegers, Linda

Wilson, GwynnethWong, Lynn

Wood, SydneyWoods, John

Zacharias, AnneZilm, Gwen

*An additional 31 leadership donors have chosen to remain anonymous.

united Way 2013 Annual Report 76

Change Starts Here united Way 2013 Honour Roll

● This list was compiled according to our campaign records. If your name is misspelled, missing or you aren’t being recognized according to your wishes, please contact our office so we can correct our records.

Thank You!

united Way gives thanks……to Honourary Chair Mike RobertsMike Roberts has been a steadfast advocate and volunteer for the United Way for almost 3 decades. Though he retired from his professional role as Global Okanagan’s

“very own” weather forecaster last fall, Mike still committed with enthusiasm to his Honourary Chair role for the campaign, acting as MC at Kick-Off Breakfasts and Spirit Awards celebrations in Kelowna and Penticton. We are so appreciative, Mike, for all your dedication and advocacy of the United Way in your community!

united Way 2013 Honour Roll

united Way 2013 Annual Report 98

Corporate Donations and Workplace Campaigns: Change Starts Here

It is very important to our donors, and to us, that each dollar creates maximum impact in creating a better community. Our United Way adheres to the Transparency, Accountability, and Financial Reporting (TAFR) guidelines developed by United Way Centraide Canada to ensure we are accurately tracking, monitoring and reporting our revenue and expenses. What about overhead?

United Way has long promoted itself as an efficient way to give. We are now also striving to be an effective way to give - by monitoring emerging community issues, leveraging and maximizing other financial and in-kind contributions, and thoughtfully investing in programs and organizations that can create the most impact. This work requires professional staff and business infrastructure; therefore expenses to operate are all part of the United Way’s mission to improve lives and build community. In simple terms, overhead is part of our cause, not separate from it. For the 2013-14 year, following TARF guidelines, our direct costs of fundraising were 16.9% of total revenue plus 9.5% for general administration costs associated with fundraising. If you have any questions or would like a complete copy of our 2013-14 audited Financial Statements, please feel free to contact us.

united Way Financial Report 2013-14:

to our media sponsors:

Beyond 50 MagazineCastanet

Kelowna Daily CourierThe Capital NewsGlobal OkanaganSnap Okanagan

Thank You!Kelownanow.com

SO CountryShaw

The Penticton HeraldThe Penticton Western News

0768349 BC Ltd.589592 BC Ltd.777343 BC Ltd

Aberdeen Hall Preparatory SchoolAcklands-Grainger Inc.Acuere Consulting Ltd.

ADL Occupational Therapy Inc.Advantage Body Clinic Ltd.

Ashland Canada CorporationAuthentax Small Business Services

Aviva Canada Inc.Banbury Green RV Park

Baxter CorporationBayer Inc.

BC Cancer AgencyBC Hydro

BCAABDO DunwoodyBeach Tek Inc.

Bell MediaBelterra

Best Buy CanadaBMO

Brockwhite Canada CompanyBurnco Rock Products

Business Development Bank of CanadaCalowna Costumes

Canada PostCanada Revenue AgencyCanadian Northern Shield

Canadian Online Giving FoundationCanadian Western BankCannery Trade Centre

Capri Travel Centre Ltd.CAT Rental StoreCEI Architecture

Century 21 Executives Realty Ltd.Ceridian Canada Ltd.

CIBCCity of KelownaCity of Penticton

CMA/MD Management Physician ServicesCoastal Naturopathic Centre Inc.

Colin and Lois Pritchard FoundationCorix Utilities

Costco WholesaleCrowe MacKay LLP

Cumis InsuranceCUPE

Deloitte and ToucheDelta Grand Okanagan Resort

District of West Kelownae Impact Consulting Corp.

Eli Lilly CanadaEnterprise Rent-a-CarEnvision Credit Union

ESRI CanadaFairfield Inn and Suites by Marriott

Farm Credit CanadaFarris, Vaughn, Wills, Murphy LLP

FH&P LawyersFirst Canadian Insurance

First WestFortis BC

Framing and Art CentreFuture Shop

Gateway Casinos & Entertainment Ltd.General Mills Canada

GlaxoSmithKlineGlobal Communications Ltd.

Golden Valley Foods Ltd.Gorman Bros. Lumber Ltd.

Government of CanadaGovernment of Canada Retirees

Grant Thornton Chartered AccountantsGreat West Life Assurance Company

Harmony AcuraHarmony Honda

Heartwood Manufacturing Office FurnitureHelping Hands Club of Worksafe BC

Hershey CompanyHighpoint Energy & Investments

Hoopla.comHoule Electric Ltd.

Howard F. Peet Law Corp.HSBC

IBM CanadaICBC

Industrial Alliance Pacific Insurance & Financial Services Inc.

Interior HealthInterior SavingsInvestors Group

Janssen-Ortho Inc.Johnson & Johnson Medical

Kelowna FlightcraftKelowna Ford and LincolnKey Rehabilitation Services

KPMGKruger Neuro - Rehabilitatiion Inc.

Lakeland Oil Ltd.Lifescan Canada Ltd.

Lifeworks Family ChiropracticLockerbie & Hole Contracting Ltd.

London Drugs Ltd.Manulife Financial

Marquardt MechanicalMelcor Developments Ltd.

Meyers Norris PennyMichael P. Crowley Inc.Montgomery Miles Law

Morrow Environmental Consultants Inc.Nav Canada

NewaltaNorth Okanagan Labour Council

Odlum Brown Ltd.

Okanagan Chrysler Jeep Dodge Ltd.Okanagan College

Okanagan Regional LibraryOrganco Holdings Ltd.

PCL Constructors Westcoast Inc.Penticton and District Community Resources

SocietyPepsico

Phillips, Hager, NorthPlatinum Personnel & Business Services Inc.

Poplar Grove WineryPriebe Family Foundation

ProsignProspera Credit Union

Provincial Employees Community FundPurdy’s Chocolates Ltd.Pushor Mitchell Lawyers

R355 Enterprises Ltd.Rackforce Networks Inc.

Red Door EngravingRegional District of Central Okanagan

Reid HurstRioCan Real Estate Investments

Royal Bank of CanadaRSA

School District #23Scotia McLeod

ScotiabankShaw Media Inc.Signode Canada

Silver Strings VenturesSkaha Ford

Sliderz Community House Inc.Smart Betty

South Main Bakery and Meats DeliSouth Okanagan Boundary Labour Council

South Okanagan Integrated Community Services Society

StarbucksStrategic Aviation Services Ltd.

Suncor Inc.Target Canada

TD Canada TrustTELUS

The 1988 FoundationThe Bay CompanyTheVibrant VineTotal Restoration

Town ShoesTransAlta Corporation

UBC OkanaganUPS

WalmartWaterplay Solutions Corp.

White Line Professional Driving School Inc.Wine Central

Your Dollar Store with More Inc.

united Way 2013 Annual Report 1110

United Way of the Central & South Okanagan/SimilkameenStatement of Financial Position

As at January 31, 2014

2014 2013(Restated -

Note 13)

AssetsCurrent

Cash and cash equivalents (Note 3) 292,870 241,097Pledges receivable 569,098 587,549Prepaid expenses 3,116 5,147HST receivable 7,155 13,819

872,239 847,612

Furniture and equipment (Note 4) 38,444 28,309

Investment of reserve fund (Note 3) 107,500 107,500

1,018,183 983,421

LiabilitiesCurrent

Accounts payable and accruals 32,186 34,975Deferred revenue 38,089 33,324Government remittances payable 3,457 3,903Allocations payable (Note 5) 737,877 675,667

811,609 747,869

Commitments (Note 9)

Net AssetsInternally restricted operating reserve 107,500 107,500Invested in furniture and equipment 38,444 28,309Unrestricted 60,630 99,743

206,574 235,552

1,018,183 983,421

Approved on behalf of the Board

Director Director

The accompanying notes are an integral part of these financial statements

1

United Way of the Central & South Okanagan/SimilkameenStatement of Operations

For the year ended January 31, 2014

2014 2013(Restated -

Note 13)

RevenueDonations

Designated and undesignated 724,102 815,385Funds transferred from other UWs-Cs 345,436 221,708Funds transferred to other UWs-Cs (3,966) (2,246)Recovered (uncollectible) pledges (52,394) 46,490

1,013,178 1,081,337

OtherSpecial events 143,095 201,686Bequests 77,311 5,000Interest 24,563 26,006Grants 23,246 18,666Gifts in kind 12,333 -Non-recurring major gifts - 191,500

1,293,726 1,524,195

ExpendituresFundraising expenditures (Schedule 2) 341,652 329,905

Net revenue available for programs 952,074 1,194,290

Program expenditures (Schedule 3) 220,746 206,342Allocations (Note 5) 760,306 972,918

981,052 1,179,260

Net revenue (28,978) 15,030

The accompanying notes are an integral part of these financial statements

2

For a complete set of audited financial statements, please contact United Way office or www.unitedwaycso.com For a complete set of audited financial statements, please contact United Way office or www.unitedwaycso.com

Prepared by Management Prepared by Management

Central Okanagan Office202-1456 St. Paul StreetKelowna, BC V1Y 2E6

P: 250-860-2356F: 250-868-3206

E: info@unitedwaycso.comfacebook.com/unitedwaycso

South Okanagan Similkameen OfficePO Box 24026

Penticton, BC V2A 8L9P: 250-492-2842

E: south@unitedwaycso.com facebook.com/unitedwaysos

www.unitedwaycso.com