United Way of Central West Virginia, Inc. 2016 Annual Report

September 27, 2016

2015 Beneficiary Highlights

Impact Area # of Programs

Individuals Served

Total Allocation

Education 5 979 $ 95,535 Health 7 23,132 $ 406,279 Financial Stability 3 2,129 $ 82,237 Safety Net 17 34,042 $ 604,143

32 60,282 $1,188,194*

*Note: Total Allocation represents dollars allocated by the volunteer driven Citizens Review process. Total Allocation excludes direct donor designations and pass thru contributions.

Schedule of Allocations Allocations to Partner Agencies for Fiscal Year Ending June 30, 2016

Agency Name Alzheimer’s Association American Red Cross of Central West Virginia and Putnam County Boone County Community Organization Catholic Charities West Virginia Children’s Therapy Clinic Court Appointed Special Advocates (CASA) Daymark, Inc. Goodwill Industries of Kanawha Valley, Inc. Heart & Hand Community Service Center – Kanawha County Heart & Hand Community Service Center – Putnam County

Total Amount Paid

$ 11,389.17

74,170.89

131.37

11,996.01

82,058.49

6,558.60

65,775.21

12,160.02

10,691.43

34,395.93

Schedule of Allocations Allocations to Partner Agencies for Fiscal Year Ending June 30, 2016

Agency Name Kanawha Hospice Care Kanawha County Schools Shoe Fund Kanawha Dental Health Council, Inc. Kanawha Valley Fellowship Home LEAD Community Organization Legal Aid of West Virginia Literacy Volunteers of Putnam County Madison Baptist Church Food Pantry Mountain Mission Nitro Food Pantry & Assistance Program PRIDE Community Services

Total Amount Paid

$ 22,060.71

29,518.37

67,950.99

22,487.46

31,149.72

22,658.64

3,550.11

10,957.41

62,231.25

1,817.16

40,039.74

Schedule of Allocations Allocations to Partner Agencies for Fiscal Year Ending June 30, 2016

Agency Name Putnam County Dental Health Council Roark-Sullivan Lifeway Center The Counseling Connection The Salvation Army Tyler Mountain/Cross Lanes Community Services U.S.O. World Headquarters West Virginia Health Right, Inc. YWCA of Charleston

Total Amount Paid

$ 8,209.13

51,761.79

102,521.76

124,520.07

14,182.47

1,500.93

143,979.33

134,690.58

Year in Review Community Services

Highlights: 1.   Phase I of United Way’s new funding approach was implemented.

10% of the 2017 Community Impact funding was designated to one priority need that will focus on alcohol and/or drugs.

- Allocations used a Letter of Intent process -  Open to any qualifying 501(c)(3) organization in the UWCWV service area -  Pre-developed, targeted outcomes were established

Result: Three new Agencies were approved by the Board to receive funding: Rea of Hope, Recovery Point of Charleston and the Kanawha Pastoral Counseling Center

2. Community Services planned for Phase II of the new funding approach: Full implementation of a needs/outcome based allocation process that will be open to qualifying 501(c)(3) organizations in the UWCWV service area. 3.   35 volunteers participated in the review of 26 programs and made recommendations to

allocate community care dollars for calendar year 2017.

Year in Review Community Services

Highlights - continued: 4.   Completed a comprehensive Community Needs Assessment with the assistance of Kingery

& Company. Information was used to determine the Phase II priority funding areas. 5. Backpack Buddy Program Continued this successful summer food program for Putnam County students – supported 751

students from 376 families. Volunteers prepared 2,274 boxes containing 3 food and 1 hygiene shipment for each student. More than $50,000 in funding was generated with assistance from United Way, community foundations, businesses and individuals.

This was the second year for the Backpack Buddy program in Boone County. Volunteers prepared 1,420 boxes containing 3 food and 1 hygiene shipment for 438 eligible students during the summer months. With much community support, $30,739 in funding was generated with assistance from United Way, community foundations, churches, businesses and individuals.

6.   Initiated a United Way of Central WV Flood Emergency Fund in response to the June 23rd flood that impacted hundreds of homes in Kanawha County and Clay Counties.

Year in Review

10th Annual Day of Caring On September 16th 650 volunteers participated in United Way's Day of Caring. Generations United to Give resulted in 55 service projects being completed across all 5 counties!

BB&T and AEP employees volunteer at PRIDE Community Services.

Employees from Putnam Wellness, City National and TW Metals volunteer at the Teays Valley Church of the Nazarene community recreation area.

Volunteers from Morgan Stanley and Herman Cormany work with the Clay County Business Development Authority on the Buffalo Creek Trail project.

Volunteers from Rev Up Boone County, led by Ron Grant volunteer,

at EnAct Community Action – Boone County.

20 Capital High School student council members volunteer at Believe in WV.

Year in Review Resource Development/Campaign

Highlights:

Proclamation of Support – 19 businesses signed this Proclamation creating an additional $11,800 in pledge revenue.

The United Way of Central WV hosted SunDae FunDae on Sunday, August 9th at the South Charleston Mound. It was a huge success with thousands of people attending to enjoy music, ice cream and entertainment! This special event netted $14,000 in revenue.

United Way of Central West Virginia teamed up with Smith Company Motor Cars to raffle a 2016 Land Rover Discovery. This raffle resulted in an additional $27,375 in special event revenue. As a result of the number of tickets sold, the GRAND PRIZE was revised to a cash prize of $10,000.

2015 GRAND PRIZE GIVING INCENTIVE SPONSOR

The United Way giving incentive program creates excitement and provided an opportunity to thank donors for their generosity. Prizes for incentive drawings are donated or paid for by our generous sponsors.

Wells Home Furnishings once again sponsored a Grand Prize for Capitol Club donations of $500 or more. Capitol Club donors were also eligible to win one of ten additional incentive prizes.

Thanks to our generous sponsors and their continued support. The giving incentive program is in its sixth year. Individuals contributing at least $260 to the 2015-2016 campaign were eligible to win one of these great prizes.

NO campaign dollars were used to cover the cost of incentive prizes.

2015 GIVING INCENTIVE SPONSORS

Riding Lawn Mower

iPad $200 Kroger Gift Card

Myrtle Beach Vacation Package

Outdoor Adventure Package

Four Seasons WV Stay-cation

1st PRIZE 2nd PRIZE 3rd PRIZE

4th PRIZE Gas Grill 5th PRIZE

Tread Climber 6th PRIZE

His & Her Trek Bikes

7th PRIZE

8th PRIZE 9th and 10th PRIZE

Incentive Sponsors

Year in Review Information and Referral (I&R)

Achievements: 1.   Provided information and referral to 3,335 individuals seeking resources to meet the needs of themselves and/or their families.

2.   The Christmas Bureau database was used to screen 5,962 children for toys and 4,267 people for food for a total of 10,229. Comprised of 30 members including social service agencies, churches and town governments, the Christmas Bureau served families in Boone, Kanawha and Putnam counties.

3.   Worked with the Charleston Gazette-Mail “Neediest Cases” and 10 social service agencies to allocate resources to 232 individuals.

4.   Updated the WV 2-1-1 resource database for our service area. The director of I&R is an administrator of the WV 2-1-1 statewide database and handles technical issues with the ServicePoint database for all of the WV 2-1-1 partners in the state.

5.   Success story: A mother of several children called I&R looking for help leaving a domestic violence situation. When I&R gave her referrals for domestic violence shelters she stated she had contacted them with no success. I&R took her name and phone number, contacted the shelter and after talking to the staff, realized she had not articulated how much danger she was. I&R explained the situation to the director of the agency involved and with the mother’s permission, shared the mother’s contact information. That agency in partnership with the WV State Police, Kanawha County DHHR took multiple cars to the home, loaded up the family while the father was at work, and took them to a safe location.

Year in Review United Way Sponsored Initiatives

•  Adolescent Health Initiative

•  AmeriCorps VISTA

•  Foster Grandparent Program

•  LifeBridge AmeriCorps Traditional

•  LifeBridge AmeriCorps Vet Corps

•  Retired and Senior Volunteer Program

Achievements: 1.   There was a shift in focus for the Adolescent Health Coordinator’s scope of work to Teen “Well Checks”. 2.   In 2015-16, AHC’s surveyed youth and parents concerning annual Teen Wellness Visits or “Well Checks”.

•  85.83% of youth and 90% of parents said teens have a family doctor. •  Many lacked information that the well checks are free and include sports physical forms being signed.

3.   Vaccines are being stressed, including HPV cancer prevention shots. 4.   380 parent resource bags were distributed during Back to School

events in two counties.

5.   All of the program activity knowledge gained has determined the AHI’s direction for 2016-2017.

Year in Review Adolescent Health Initiative Region III Counties Served: Boone, Clay, Kanawha and Putnam

The 20th Annual Teen Institute was held in June. Sixty middle school youth attended. Alums returned to share their success stories with the teens.

Year in Review AmeriCorps*VISTA

  Geographic Scope: Brooke, Clay, Hancock, Marion, Kanawha, Monongalia, Nicholas,

Preston, Randolph, Taylor and Upshur Counties. Volunteers: 15 members Achievements: 1.   1,163 new volunteers were recruited to serve along with returning volunteers for a

total of 12,635 hours (an increase of 348 volunteers from 2014-15).

2.   4,125 adults and children were served

3.   45 service projects and 40 fundraisers were completed

4.   $146,491 in funding was secured by the members through grant writing, fundraising and in-kind donations.

5.   $47,744 in non-cash donations was used to sustain 28 projects and build capacity in the organizations served.

VISTA  was  founded  in  1965  as  a  na5onal  service  program  to  fight  poverty  in  America.  

Year in Review Foster Grandparent Program

Geographic Scope: 51 service sites in ten counties; Boone, Cabell, Fayette, Greenbrier, Lincoln, Logan, Kanawha, Mason, Putnam and Wayne Volunteers: 63 volunteers working 20 to 40 hours per week, totaling 114,894 hours 2015-16 Achievements: 1.   In the last three years, 772 children with special needs received 1:1 care and attention provided by our Foster Grandparents, exceeding our goal by 17%.

2.   97% of the children with Tutoring and Literacy Needs demonstrated measurable academic improvement and/or positive emotional and behavioral growth.

3.   94% of the children in School Based Mentoring assisted by a Foster Grandparent demonstrated measurable academic improvement and/or positive emotional and behavioral growth.

4.   Foster Grandparents provided assistance in three areas of Early Childhood Education. Children assisted in these programs demonstrated an average of 89% measurable improvement.

Statement from a 60 year old Foster Grandparent: “Making a difference in a child’s life is the main reason I got into the Foster Grandparent Program. I have taught kids baseball; some did not know how to play because they had no Dad to show them. Helping them learn to read, tell time, helping them learn about the world around them and through this I have also become involved in afterschool programs. The kids surround me every day when I get to school with hugs and smiles. The teacher calls me the Pied Piper, the way they follow me! It gives me joy to know that I make a difference in their lives!” Geographic Scope: 51 service sites in ten counties; Boone, Cabell, Fayette, Greenbrier, Lincoln, Logan, Kanawha,

Year in Review LifeBridge AmeriCorps – Traditional Program

LifeBridge AmeriCorps is a statewide full time AmeriCorps program that seeks to improve school readiness, academic achievement, job readiness assistance, financial literacy services, long term hunger alleviation, and community service projects in sites throughout West Virginia.

Graphic Scope: 18 counties, 43 service sites Members: 62 members serving full-time Achievements: •  4,265 school age children were tutored/mentored; 396 birth to age 5 were served. •  2,863 families served in family time events and parenting workshops. •  136 college students received assistance to remain in school. •  134 adults enrolled in a degree seeking program. •  860 received financial literacy services. •  886 adults assisted with job skills.

o  109 adults secured jobs o  39 adults working on their TASC (GED) o  477 adults actively seeking employment

•  2,816 new volunteers were recruited and served a total of 47,540 hours in WV communities. •  36 members provided disaster relief services to over 7,627 individuals in WV communities. •  10,635 service projects were completed across WV. •  16,821 individuals received Information & Referral services.

Year in Review LifeBridge AmeriCorps – Vet Corps

LifeBridge Vet Corp addresses the Veteran and Employment/Opportunity areas and engages military veterans in national service to provide peer mentoring, employment and skills training, information and referral services, and financial literacy services and supports to military veterans and other adults who are currently experiencing homelessness or who are at risk of becoming homeless.

Graphic Scope: Kanawha, Logan, McDowell & Raleigh Counties

Members: 8 military veterans serving full-time.

Achievements:

•  1,276 military personnel & 842 veterans received assistance.

•  414 military families received assistance.

•  38 military children received assistance.

•  1,973 received military benefits assistance.

       

Year in Review Retired and Senior Volunteer Program Counties Served: Boone, Cabell, Doddridge, Harrison, Kanawha, Lincoln, Marion, Mercer,

Monongalia, Monroe, Preston, Putnam, Summers, Taylor, Upshur and Wayne Volunteers: 757 volunteers / 122 Stations Volunteer Hours: 92,832 (Value of volunteer hours = $1,670,988) Average volunteer served 114 hours! Other Achievements: 1.   Disaster Focus Impact:

–  Volunteers prepared 1,165 Disaster Kits –  3,493 total volunteer hours given to disaster preparedness –  2,490 hours staffing disaster assistance call centers

2.   RSVP volunteers assisted in preparing 9,500 backpacks that were distributed to students in schools impacted by the June flood. 3.   Boone County RSVP Volunteers assisted with packing, labeling and loading over 1,200 food and hygiene boxes for the Backpack Buddy Program that served over 400 students.

Backpack Buddy: Another successful summer of helping students and

families!

Year in Review Earned Income Tax Credit

As part of a state-wide coalition, United Way of Central West Virginia led free tax preparation efforts in Boone, Clay, Kanawha, Logan, Mingo, and Putnam counties. 20 volunteers prepared 900 returns for low- to- moderate income families. Refunds totaled more than $1.3 million with $339,231 of that being from Earned Income Credit claimed by people who qualified.

with the Earned Income Tax Credit

Statement of Financial Position - For the Fiscal Year Ending June 30, 2016 with Comparative Totals as of June 30, 2015

ASSETS   2016*     2015  Cash and Cash equivalents   $987,169     $1,069,554  Accounts receivable   181,332     200,567  Pledges receivable (net)   570,156     666,689  Prepaid expenses   54.414     63,207  

Total Current Assets   1,793,071     2,000,017  Land, building, equipment (net)   502,800     530,451  Long-Term Investments   745,417     741,722  

Total Assets   $3,041,288     $3,272,190          LIABILITIES        

Accounts payable   49,470     25,489  Accrued expenses   28,852   29,706  Grant funds received in advance   573,358     594,886  Donor designations   195,638     313,015  

Total Current Liabilities   847,318   963,096  Net Assets        

Unrestricted   1,570,612     1,658,300  Temporarily restricted   623,358     650,794  

Total Net Assets   2,193,970     2,309,094  Total Liabilities and Net Assets   $3,041,288     $3,272,190  

Statement of Activities - For the Fiscal Year Ending June 30, 2016 with Comparative Totals as of June 30, 2015

2016* 2015

Revenues, Gains, and Support

Net pledges $1,699,452 $2,028,947

Investment income 17,237 34,646

Grant & program income 2,172,788 2,141,636

Miscellaneous income 297,411 67,116

Total Revenue, Gains, and Support 4,186,888 4,272,345

Expenses and Losses

Total program costs 3,454,414 3,558,892

Management, fundraising, and general 847,636 729,006

Total Expenses and Losses 4,302,050 4,287,898

Change in Net Assets (115,162) (15,553)

Net Assets, Beginning of Year 2,309,094 2,324,647

Net Assets, End of Year $2,193,970 $2,309,094

*Preliminary

Source and Use of Funds 2015-2016

Where the Money Comes From (YTD) Where the Money Goes (YTD)

0

500,000

1,000,000

1,500,000

2,000,000

2,500,000

Grants Pledge Other Special Events

0

0.1

0.2

0.3

0.4

0.5

0.6

0.7

0.8

0.9

1

Dollars

Wages Allocations Operating Expenses Grant Expenses

0

500,000

1,000,000

1,500,000

2,000,000

2,500,000

Wages Allocations Operating Expenses Grant Expenses

Helping Hand Award

Presented annually to our

Volunteer of the Year

2016 Helping Hand Award Ronald Grant

Ronald   Grant   has   been   selected   to   receive   the   2015   Helping   Hand   Award.   Ron   is   currently   serving   on   the   Resource   &  Development  CommiLee  for  the  United  Way  of  Central  WV’s  2015  Genera&ons  United  to  Give  campaign.  Ron  has  been  a  member  of  the  United  Way  Board  of  Directors  since  2015  and  also  serves  on  the  Senior  Corps  Advisory  Council.  Beyond  his  service  to  United  Way,  Ron  serves  the  community  through  Boone  County  Community  Organiza5on,  Medical  Reserve  Corp,  United  Way  RSVP,  American  Red  Cross,  WV  Symphony,  Rev  Up  Madison,  Gabriel  Project  of  WV,  Boone  Memorial  Hospital,  Center   of   Organ   Recovery  &   Educa5on,   Ronald  McDonald   House,   and  MORE.     Ron   and   his  wife   Danna   reside   in   Boone  County,  WV.    Thank  you  Ron  for  all  you  do  to  support  the  community  through  United  Way!  

The Year Ahead

2016-2017 Campaign

Goal:

$2,200,000

BOARD OF DIRECTORS 2015-2016

Mark  Chandler  -­‐  Chairman  Triana  Energy  

Brenda  Grant  -­‐  Vice  Chairman  Charleston  Area  Medical  Center  

Lee  Edmondson  -­‐  Treasurer  Morgan  Stanley  Wealth  Management  

Amy  Condaras  -­‐  Secretary  Spilman  Thomas  &  BaLle  

Ma6  Bischof  GEICO  of  WV  

Sean  Devlin  Enterprise  Holdings,  Inc.  

Randell  D.  Foxx  Boone  Memorial  Hospital  

Ronald  Grant  Re5red-­‐Mining  Industry  

Eric  Halstead  University  of  Charleston  

Steve  Hewi6  Star  USA  Federal  Credit  Union  

Michael  Holtsclaw  BB&T  

Guy  S.  Johnson  City  Na5onal  Bank  

Ralph  Miller  Charleston  Community  &  Family  Development  Corpora5on  

Timothy  Miller  Babst  Calland    

Roger  O’Dell  American  Electric  Power    

Norman  W.  “Trip”  Shumate  III  Charleston  Newspapers    

Kenneth  Tawney  Jackson  Kelly  PLLC    

L.  Newton  Thomas,  Jr.  Carbon  Fuel  Founda5on    

Lisa  M.  Turley  Legal  Inves5ga5ve  Services    

Kevin  Waldo  Jackson  Kelly  PLLC    

Jerry  L.  Ware  Re5red    

Paul  S.  White  Commercial  Insurance  Services    

Andy  Young  Dixon  Hughes  Goodman,  LLP  

STAFF

PRESIDENT  

JOHN  BALLENGEE  UNITED  WAY  SPONSORED  INITIATIVES  

FINANCE  

MENDI  HARKINS,  CHIEF  FINANCIAL  OFFICER  GINGER  STANLEY,  ACCOUNTANT  KELLY  DOWDY,  ACCOUNTS  PAYABLE/RECEPTIONIST  

ADOLESCENT  HEALTH  INITIATIVE  

MARGO  FRIEND,  DIRECTOR  

AMERICORPS  VISTA  

REBA  CROSSEN,  DIRECTOR  CASSANDRA  CURTIS,  ASSISTANT  DIRECTOR  

INTERNAL  OPERATIONS  

OTIE  VITITOE,  INTERNAL  OPERATIONS  DIRECTOR  

FOSTER  GRANDPARENT  PROGRAM  

KIM  GOOD,  DIRECTOR  AMBER  FLYNN,  ASSOCIATE  DIRECTOR  

RESOURCE  DEVELOPMENT  

JANICE  SAAR,  RESOURCE  DEVELOPMENT  DIRECTOR  CINDY  CROSSAN,  CAMPAIGN  ASSOCIATE    

LIFEBRIDGE  AMERICORPS/VET  CORPS  

ROBIN  BOWMAN,  DIRECTOR  DARNITTA  ELSWICK,  ASSOCIATE  DIRECTOR  

COMMUNITY  SERVICE  TEAM  

LISA  HUDNALL,  COMMUNITY  SERVICE  DIRECTOR  

RETIRED  AND  SENIOR  VOLUNTEER  PROGRAM  

KERRI  COOPER,  DIRECTOR  

INFORMATION  &  REFERRAL  

BARBARA  MALLORY,  DIRECTOR  CHEYANNE  SHOEMAKER,  AMERICORPS  MEMBER  

CONTRACT  STAFF  

DANNA  GRANT,  RSVP  COORDINATOR  RON  KIRK,  INFORMATION  TECHNOLOGY  MARSHA  SOUTHALL,  SPECIAL  PROJECTS  SPECIALIST