United Way of Washington County East

2017 Annual Report

LIVE UNITEDgive where you live, work and play

A LETTER FROM THE BOARD PRESIDENT & EXECUTIVE DIRECTORDear Donors and Partners,

I want to take this opportunity to recognize and reflect on the impact that our local United Way of Washington County-East had in our community in 2017, none of which could have happened without the generous contributions of money and time from our donors. This year our board’s goal was to not only to increase the amount of financial donations from individuals and businesses, but it was also to standardize the way we track and measure the results of the partner agencies who receive funding from us. As individuals increasingly have more organizations and missions to support, it is important that we can share with you where those contributions are distributed and how those partner agencies who serve our local community are positively changing lives.

In 2017 we were able to grant $683,000 in funding to 21 local agencies representing 41 programs focused on: Youth, Basic Needs, Health and Self-Sufficiency. This year we also funded two new agencies ServeMN and Hope Dental.

ServeMN is an organization that helps students build the literacy skills they need to thrive in school and in life. ServeMN is implemented in several elementary schools within the Stillwater Area Public Schools district. Hope Dental is an organization which is dedicate to serving the homeless, poor and those battling addiction in our community through programs that address the whole person’s needs, including dental health.

Other significant accomplishments in 2017 included:- A new signature event – Women of the Vine. This first year fundraising event raised more than $28,000, with 150 guests and volunteers present. The funds raised help support our 21 partnering agencies. - Record breaking Stuff the Bus campaign raising more than $11,500 in school supplies to help students in our community succeed in the classroom – and was recognized by the Stillwater School District for its excellence. - Enhancements to our Community Investment process, including our partnership with Washington County introducing a Results Based Model to help us better understand our funding application process and the agency outcomes represented. - Youth United was recognized as Washington County’s Public Health Achievement Award winners in the Youth category for their work with Empty Bowls –raising money for youth and hunger issues in our community.

We are committed to be an organization that is driven by vision, mission, values and strategy. And we are dedicated to strengthening and measuring the needs of our community to ensure we maximize the contributions we receive and continue to make a difference in this community for years to come.

JESSICA RYAN Executive Director United Way of Washington County East

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NATALIE FEDIEDoxlyVP of Customer SuccessPresident and Development Committee Chair

United Way of Washington County East | 2017 Annual Repor t

A caring, engaged and vibrant community, a place where each person has a stable foundation for today, and a hopeful future.

For more than 60 years, United Way of Washington County East has worked to fulfill its mission to unite our community and local resouces to give each person the opportunity to build a better life.

With your support, we’ve improved the lives of thousands of individuals and families. Your donations help us fund programs to serve the priority needs in our community.

Together, we can produce big results.

YOUTHA chance to succeed, to be part of a team, development,

enrichment and skills for life.

HEALTHAccess to healthcare and medicine for

those that cannot afford it.

BASIC NEEDSA place to sleep, food in the cupboard,

and emergency financial assistance.

SELF-SUFFICIENCYSupport for the elderly or those disabled with

transportation and connections to the community.

United Way of Washington County East | 2017 Annual Repor t

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IMPACT AT A GLANCE311 ELEMENTARY SCHOOL STUDENTS WERE

HELPED TO BUILD THE LITERACY SKILLS

THEY NEED TO THRIVE IN SCHOOL AND IN

LIFE.

21VULNERABLE INDIVIDUALS WITH MENTAL HEALTH DISABILITIES WERE PROVIDED SHELTER AND SUPPORT.

3,194INDIVIDUALS IN NEED WERE PROVIDED WITH FOOD AND ASSISTANCE.

73 ADULTS WITH DISABILITIES LEAD HAPPIER AND MORE FUFILLED LIVES AFTER BEING OFFERED SKILLS AND EXPOSURE TOWARDS COMMUNITY INTEGRATION ACTIVITIES.

308YOUTH WERE PROVIDED WITH EQUIPMENT,

INSTRUMENTS AND TOOLS TO PARTICIPATE IN

EXTRACURRICULAR ACTIVITIES.

2,543 YOUTH LEARNED TO RECOGNIZE THE SIGNS OF ABUSE, PREPARE FOR HEALTHY RELATIONSHIPS, AND GIVEN TOOLS TO HELP REDUCE THE BARRIERS FOR ACHIEVING ACADEMIC SUCCESS.

221YOUTH WERE PROVIDED WITH NO-COST, YEAR-ROUND, ON-SITE YOUTH DEVELOPMENT PROGRAMS EQUIPPING THEM TO LEARN, THRIVE, CONNECT AND CONTRIBUTE THROUGHOUT THEIR LIVES.

25YOUTH RECIEVED COUNSELING THAT FOCUSED ON

IMPROVING THE SOCIAL AND EMOTIONAL/MENTAL

HEALTH OF THE CHILD, DEVELOPING SKILLS THAT ARE

CRITICAL FOR SCHOOL READINESS AND SUCCESS.

45 DISABLED YOUTH WERE ABLE TO

ATTEND PROGRAMS THAT PROVIDED OPPORTUNITIES TO SAFELY PARTICIPATE IN OUTDOOR RECREATION, DEVELOP SKILLS, BUILD SELF-ESTEEM, BOOST FITNESS, HEALTH AND RESILIENCE.

266STUDENTS RECIEVED CRITICAL WEEKEND SNACKS AND MEALS

THAT THEY WOULD OTHERWISE GO WITHOUT.

United Way of Washington County East Impacts Over 20,000 Individuals

Youth

Basic Needs

2,373 512 INDIVIDUALS RECIEVED MENTAL HEALTH

COUNSELING AND SUPPORT FROM AN ACCREDITED AND LISCENSED THERAPISTS.

530 INDIVIDUALS RECIEVED EMERGENCY

FINANCIAL ASSISTANCE.

397LOW-INCOME INDIVIDUALS WERE

PROVIDED WITH ACCESS TO

AFFORDABLE HEALTH CARE AND

COVERAGE.

208 SENIORS WERE EMPOWERED BY BEING

PROVIDED WITH THE TOOLS AND SUPPORT SYSTEMS NECESSARY TO MAINTAIN THEIR INDEPENDENCE, SAFELY AND WITH DIGNITY.

131INDIVIDUALS RECEIVED FINANCIAL EDUCATION AND COUNSELING WITH THE GOAL OF EMPOWERING INDIVIDUALS TO UNDERSTAND AND TAKE CONTROL OF THEIR PERSONAL FINANCES.

166DISADVANTAGED INDIVIDUALS RECIEVED DENTAL CARE.

503 CONTACTS WERE MADE WITH STUDENTS,

PARENTS AND STAFF WHO THEN RECIEVED CRISIS INTERVENTION, OUTPATIENT MENTAL HEALTH SERVICES, SUPPORT GROUPS, COMMUNITY RESOURCES AND/OR HEALTH EDUCATION.

70 INDIVIDUALS WERE PROVIDED WITH THE HIGHEST LEVEL OF CARE AND COMFORT WHILE RECEIVING END OF LIFE CARE IN HOSPICE.

CAREGIVERS WERE CONNECTED TO SUPPORT IN THE COMMUNITY AND GIVEN ACCESS TO OPPORTUNITIES TO INCREASE THEIR SKILL, CONFIDENCE AND CAPACITY TO PROVIDE CARE AND ASSISTANCE TO THEIR LOVED ONES.

914

MINNESOTANS HAVE RECEIVED FREE LEGAL CARE TO ADDRESS THE MANY CANCER RELATED LEGAL ISSUES THEY FACE.

Health

Self-Sufficiency

CAMPAIGN HIGHLIGHTS

$10,000RAISED BY LAKE ELMO BANK

$11,730 RAISED BY XCEL CLAY SHOOTING EVENT 119

CAMPAIGN COORDINATORS

$12,043 RAISED BY THE ANNUAL STUFF THE BUS SCHOOL SUPPLY DRIVE

59COMPANIES PARTICIPATED IN WORKPLACE CAMPAIGNS

$28,000RAISED BY ANNUAL FUNDRAISER- WOMEN OF THE VINE, A FIRST YEAR

EVENT

3 SCHOLARSHIPS WERE SUPPORTED THROUGH OUR WOMEN UNITED INITATIVE

YOUTH UNITEDRECEIVED THE 2017 WASHINGTON COUNTY PUBLIC HEALTH ACHIEVEMENT AWARD

More than 25 years ago the United Way of Washington County - East formed the Youth United Way. The goal was to teach philanthropy to the next generation of donors and provide opportunities for youth to be involved in their home community. The Youth United Way program is youth-led, electing their own president (or co-presidents) who serve on the United Way of Washington County-East board of directors. They are a peer-led group, determining their own community priority activities with guidance from United Way staff and volunteers. The Youth United Way program provides a unique and valuable experience in organizing, volunteering, time management, leadership and philanthropy for a wide variety of teens in grades 6-12.

Local organizations who have received funding from Youth United Way:

YOUTH UNITED WAY

• FamilyMeans

• Canvas Health

• Valley Outreach

• Youth Service Bureau

• Courage Kenny Riders

Women UNITED, formerly known as Women’s Leadership Council, is an affiliate program of the United Way of Washington County East which focuses on women helping women.

Women UNITED is a group of women that have a common passion and a shared cause. The mission of Women UNITED is to work with local agencies to help single mothers with job-enhancing programs and workshops through a scholarship fund opportunity.

In 2017 a first time event, Women of the Vine, incorporating the Women UNITED concept, raised $28,000 and had 150 guests in attendance. In 2016-2017 - 3 scholarships were awarded.

WOMEN UNITED

COMMUNITY INVESTMENT

United Way of Washington County East 2017 Annual repor t

PARTNER AGENCIES

Cancer Legal Canvas Health

Community ThreadCourage Kenny

ESREvolve

FamilyMeansHope House

LakeviewLifetrack

Northern Star Boy Scouts

Portico HealthnetSouthern Minnesota Regional-

Legal ServicesSolid GroundSt. Andrews

TubmanValley Outreach

Youth AdvantageYouth Service Bureau

Serve MNHope Dental

These committees’ are led by:

• Lowell Johnson (Director,

Washington County Public

Health and Environment)

• Dan Starry (Sheriff,

Washington County)

COMMUNITY ADVANCEMENTCommunity Advancement was created in 2016 and consists of members of the United Way of Washington County East Board of Directors, healthcare professionals, Washington County professionals, business professionals and community members.

The vision for this group is to understand our partner agencies’ current abilities and their plans for reaching to community needs.

This group hosted 2 meetings in 2016 and during this time we engaged in dialogue to help further understand the changing needs and the funding process with our agencies. We have partnered with Washington County introducing a Results Based Accountability model to help us better understand our application process and the agency outcomes represented.

More than 40 trained volunteers manage the Community Investment process. The Community Investment Committee consists of United Way of Washington County- East Board Members, and our four Community Investment Review Panels are staffed by trained volunteers from throughout our Community. In 2017, we had 10 new volunteers as a part of the Community Investmentprocess. We held a new volunteer orientation to help new volunteers obtain a holistic understanding of our organization and the overall Community Investment process.

Our funding process invites agencies working in our Community to submit grant applications for specific programs that are categorized under one of our four focus areas. The four focus areas are: Youth, Basic Needs, Health, and Self-Sufficiency. Programs address immediate or emerging needs, with special focus on those that emphasize prevention and early problem solving.

Financial Highlights

In 2017, our total expenses were $ 1,051,406 We invested 80% on programs services, 11.4% for Administrative and General Expenses and

8.6% on Fundraising related expenses.

United Way of Washington County East | 2017 Annual Repor t

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ASSETS

Current Assets Cash and cash equivalents Certificates of deposit (Note 5) Accounts Receivable Promises to give, less uncollectible allowances of $51,000 and $58,650 in 2015 and 2014, respectively Prepaid expenses and other current assets Total Current Assets Property and Equipment Equipment Less: Accumulated depreciation Total Property and Equipment, net Other Assets Legacy Endowment Fund (Note 10)

TOTAL ASSETS

LIABILITIES AND NET ASSETS Current Liabilities Fund distribution payable Accounts payable and accrued expenses Total Current Liabilities Net Assets Unrestrcted Undesignated Designated reserve (Note 2) Total Unrestricted Temporarily restricted (Note 3) Kay Clint Women’s Leadership Council Youth United Way Legacy endowment fund (Note 10) Total Temporarily Restricted Permanently restricted (Note 10) Legacy endowment fund

Total Net Assets

TOTAL LIABILITIES AND NET ASSETS

STATEMENT OF FINANCIAL POSITIONJune 30, 2017 and 2016

20162017

410,584 80,957 500

271,043 8,653 771,737 72,296 66,607 5,689

21,789

799,215

423,035 80,710 1,000

259,512 7,089 771,346 78,326 68,074 10,252

19,567

801,165

393,107 16,364 409,471

169,836 178,284 348,120 6,051 14,009 528 1,036 21,624 20,000 389,744

799,215

403,251 17,696 420,947

142,326 178,284 320,610 24,051 14,872 685 - 39,608 20,000 380,218

801,165

Public Support and Revenue Annual fall campaign Fundraisers and events, net (Note 9) Kay Clint Youth United Way Women’s Leadership Council Estimated uncollectible pledges Net Campaign Support

Specific Grants General Operating Grants Gifts in Kind Investment Income Total Public Support and Revenue

Net Assets Released From Restrictions

Total Support Revenues

Totals

________________________________________________________________________________

________________________________________________________________________________

Distributions and Expenses Fund distribution of campaign support Kay Clint, Youth United Way and Women’s Leadership Council allocations Functional expenses: Services to members Community education Community building Fund distribution Management and general Fundraising Total Distributions and Expenses

Other Income (Expense) Processing fees and other

Increase (Descrease) in Net Assets

Net Assets - Beginning of Year

Net Assets - End of Year

$ $$$$

$$$$$

STATEMENT OF ACTIVITIES & CHANGES IN NET ASSETSFor the year ended June 30, 2017. With comparative totals for year ended June 30, 2016.

Unrestricted

888,04013,266---(49,882)851,424

1,733204,0787,119(971)

1,063,383

23,872

1,087,255

734,881

22,685

7,2632,23965,91014,342120,32890,8771,058,525

(1,220)

27,510

320,610

348,120

$

Temporarily Restricted

---2,7771,322-4,099

----

4,099

(22,083)

(17,984)

-

-

-------

-

(17,984)

39,608

21,624

$

PermanentlyRestricted

------

---1,789

1,789

(1,789)

-

-

-------

-

-

20,000

20,000

2017

888,04013,266-2,7771,322(49,882)855,523

1,733204,0787,119818

1,069,271

-

1,069,271

734,881

22,685

7,2632,23965,91014,342120,32890,8771,058,525

(1,220)

9,526

380,218

389,744

$

2016

937,54911,64010,0002,5794,500(61,901)904,367

3,121162,0008,499915

1,078,902

-

1,078,902

758,594

12,268

8,6792,91267,19010,028111,47793,6331,064,781

(5,117)

9,004

371,214

380,218

$

Philanthropic LeadersUnited Way works with 52 corporate partners throughout ISD 834 including 30 Fortune 500 companies. Together, we impact change on a larger

scale than any single organization can accomplish alone.A sincere thank you to the following corporate partners, family foundations and

individuals who contribute more than $1 million dollars and volunteer hundreds of hours in our community. Membership in the Toquville and

Pillars Club recognizes the generosity of community leaders making a substantial contribution to the United Way of Washington County East.

Thank you for your dedication and commitment to the United Way of Washington County East.

FAMILY FOUNDATIONSFred C. and Katherine B. Andersen

FoundationHardenbergh Foundation

Hugh J. Andersen FoundationHubbard Foundation

Margaret H. James E. Kelley Foundation, Inc.

Margaret Rivers Fund

TOQUVILLE*Donations of $10,000 +

David and Catherine OstenCharles and Mary Kiester

Phil and Debbie FlodinDr. David H. and Sandy Brandt

Ann and Dave BrookmanDr. David and Marilyn Palmer

Tim and Kathy BallMelanie Sullivan and James Brown

Susan Oberman Smith and Douglas N. Smith

CORPORATE PARTNERSErnst & Young

H.B. FullerHarland/Clark

HoneywellIBM

Johnson and JohnsonKPMG

Macy & CoMairs and Power

MicrosoftNorthern Star Boy Scout

PriceWaterHouseCoopersR&D Systems

RBC Wealth ManagementRock Tenn

Securian Financial GroupSmith Schafer

State FarmThe Toro Co

Travelers Express GroupUnited Health GroupUS Bank Stillwater

US BancorpWells Fargo

United Parcel Group

Andersen Corporation3M

3M RetireesDiaSorin

G.R. Herberger’s Inc.HealthPartners

Lakeview Hospital (HealthPartners)Stillwater Medical (HealthPartners)

Xcel Energy Allen S. King PlantWashington County

Independent School District 834First State Bank and Trust

SRILake Elmo Bank

Central BankSt. Croix Orthopaedics, PA

Thrivent FInancialThe Sand Creek GroupMN State Employees

Blue Cross Blue ShieldBMO Harris BankCoBank NationalCummins Power

Deloitte & ToucheDeluxe Corp

EcolabEli Lilly

PILLAR*Donations of $1,000 +

Over 120 Pillar Members

United Way of Washington County East Board of DirectorsThe United Way of Washington County East Board of Directors has fiduciary oversight of United Way of Washington County East

and is responsible for overseeing the business affairs of the organization.

United Way of Washington County East | 2017 Annual Report

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BOARD DIRECTORS

NATALIE FEDIEDoxlyPresident and Development Committee Chair SARAH KEENANBluestone Physicians Services Past-President and Chair of Governance Committee DAVE DZIUKHealthPartnersTreasurer and Chair of Finance Committee RAMSEY JAMESXcel EnergySecretary

HONORARY LIFETIME BOARD MEMBER

JOHN BAIRDRetired(Community Volunteer)

STAFF

JESSICA RYANExecutive Director

LOIS RABOINOperations and Office Manager

LAUREN SOBOLEWSKIDevelopment and CommunicationsManager

KELLY WROBELDevelopment and Community Engagement Manager

BOARD MEMBERS

TIMOTHY BALL Ernst & Young(International Tax Partner) ROMMEL CARLSONUPS(Human Resources Operations Manager) JOSEPH CARPENTIERXcel Energy(Operations Foreman) ANGIE DILLOW(Community Volunteer)

DAVE DZIUKHealthPartners(Sr. Vice President and Chief Financial Officer) NATALIE FEDIEGovDelivery(Vice President of Customer Success and Professional Services) CARRIE HIGGS Cub (Director of Marketing) RAMSEY JAMES Xcel Energy(Business Process Specialist) CHRISTOPHER JOHNSON Optum(Vice President Enterprise Reporting and Metrics/Business Transformation) LOWELL JOHNSON Washington County Public Health and Environment(Director) SARAH KEENAN Bluestone Physicians Services(President)

MARY MATHISEN3M(Advanced Clinical Research Specialist) HOLLY MINNERS(Community Volunteer) DAVID OSTEN3M(Supply Chain Manager) JENNIFER POLZINTubman(Chief Executive Officer) MATT RICHIEStillwater Medical Group and Lakeview Hospital(Administrator) JANE ROEHLBlue Cross Blue Shield(Manager, Business Support Services) ANNETTE SALLMANStillwater Area Public Schools (Director of Community Education) DANIEL STARRYWashington County Sheriff’s Office(Washington County Sheriff) SHARON TOLVAAndersen Corporation(Corporate Controller)

United Way of Washington County East | 2017 Annual Report

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United Way of Washington County East1825 Curve Crest BlvdStillwater, MN 55082buildbetterlives.org