3GOALS SCHOOL READINESS SELF SUFFICIENCY COMMUNITY HEALTH
1
BOLD VISION
2012/2013 ANNUAL REPORT
LIVE UNITED United Way Thomas Jefferson Area
70 YEARS
of caring, leading and collaborating.
1943
Charlottesville and Albemarle War and Community Fund
1946
Charlottesville and Albemarle Community Chest
Charlottesville and Albemarle Community Chest
1964
United Givers Fund of Charlottesville and Albemarle
United Givers Fund of Charlottesville and Albemarle
1972
Charlottesville and Albemarle United Way
1982
United Way Thomas Jefferson Area
Dear Friends, Seventy years ago, a group of visionary and concerned community residents thoughtfully and carefully launched the Charlottesville and Albemarle War and Community Fund to take care of their neighbors and friends—the founding of our United Way-Thomas Jefferson Area. And today, seventy years later, engaged, caring community volunteers and farsighted, generous donors share our vision of impactful and sustainable services that make our community a place: where children grow up healthy and arrive at school ready to succeed; that supports individuals and families working to become financially stable and economically independent; and where people are healthy and have access to needed care. n n
n
Founded in 1943, our United Way-Thomas Jefferson Area is a local, independent, nonprofit organization that has helped generations of children realize their potential, strengthened families and given dignity and hope to our citizens. The influence of our work extends beyond those to whom services are provided. Our United Way-Thomas Jefferson Area has contributed to the quality of life that all our citizens enjoy, while ensuring that more people access the unique advantages that our region has to offer. Without a doubt, our United Way-Thomas Jefferson Area continues to evolve and develop strategic responses to critical issues of the day. Where thoughtful, committed and generous leaders and donors stood seventy years ago, now stands another group as committed and visionary as those who have gone before us. With appreciation, we invite you to join us in creating an even stronger community.
Blair Kelly
Cathy Smith Train
Chair of the Board of Directors United Way-Thomas Jefferson Area
President United Way-Thomas Jefferson Area
UNITED WAY–THOMAS JEFFERSON AREA
BOARD OF DIRECTORS
A community nonprofit with a local board of directors serving Charlottesville and the Counties of Albemarle, Fluvanna, Greene, Louisa and Nelson. Guy Babineau Glenn Bannan Russ Bell* Spencer Birdsong Liza Borches Bill Bradley Peter Brooks Suzanne Brooks* Dick Brownlee King Butler Lisa Cannell John Casteen Mike Chinn Carol Clarke* Deborah Conway* Margery Daniel* Alison DeTuncq Charles Du Bose Bryan Elliott* Sasha Farmer Adrian Felts Dorrie Fontaine Frank Friedman
Rondi Furgason Phil Garland Michael Geismar Mark Giles* Dan Goodall Whit Graves Fred Greer Brad Groff Michael Guthrie Brad Haws Allen Hughes Amy Hughes Tim Hulbert Eric Johnson PK Kamath Eric Keathley Bill Kehoe* Blair Kelly Jim Kennan* Steve Krohn* Chris Laing Chris Lee Don Long
Abby Lunn Lawrence McConnell* Gary McGee* Gary O’Connell Susan McLeod Prindle Brad Ramsey Scott Reed Jim Richardson Joyce Robbins Jim Shannon Phil Sparks Dave Stebbins Margo Szeliga Bryan Thomas* David Toscano Mike Tubridy Deborah van Eersel Juan Wade Bill Wardle Mike Wesson John Young *Active Life Members
EXECUTIVE COMMITTEE Blair Kelly
Brad Groff
Chair of the Board
Operations Chair
Dan Goodall
Eric Johnson
Chair-Elect
School Readiness Chair
Margery Daniel
PK Kamath
Immediate Past Chair
2013-14 Campaign Chair
Liza Borches
Jim Kennan
Community Health Chair
Historian
Peter Brooks
Deborah van Eersel
Endowment Trustees Chair
Self-Sufficiency Chair
Dick Brownlee
Mark Giles
Audit Committee Chair
Member at Large
Alison DeTuncq
Cathy Smith Train
2012–13 Campaign Chair
President
Blair Kelly, Chair of the Board
School
Readiness
School READINESS SELF SUFFICIENCY COMMUNITY HEALTH
United Way is making our community a place where children grow up healthy and arrive at school prepared to succeed.
A B C
RESULTS
high quality preschool
Children who attend programs are more likely to graduate high school, hold a job and earn more money than their peers who did not have that opportunity. Lifetime Effects: The Perry Preschool Study Through Age 40
SCHOol Readiness IMPACT Child Care Quality Program Children, Youth & Family Services Child Care Scholarships United Way-Thomas Jefferson Area Home Visiting Collaborative Jefferson Area CHIP and Children, Youth & Family Services Smart Beginnings Initiative United Way-Thomas Jefferson Area
ISSUE
POOR READERS
in 3rd grade are four times more likely to drop out of high school. Annie E. Casey Foundation
SELF
SUFFICIENCY
School READINESS SELF SUFFICIENCY COMMUNITY HEALTH
United Way is supporting individuals and families working to become financially stable and economically independent. “Now I can start saving for my son’s college.” A teary-eyed mom, “Sara,” shared her relief as she learned that she had been approved for a United Way Child Care Scholarship. Working full time as an administrative assistant, Sara’s paycheck was stretched to cover rent, gas to drive to work, groceries, insurance and $7,000 a year for basic child care. Without this scholarship, she was unable to save anything for emergencies, much less for her son’s education. Now, she can concentrate on her son’s future.
RESULTS In 2013, United Way coordinated
194 VOLUNTEERS to help
2,114
people with an average income of $19,500 with free tax preparation, resulting in more than
$4 MILLION in local refunds, credits and saved fees for local lower income residents. Federal Return Site Report (Internal Revenue Service Grant)
SElf Sufficiency IMPACT Adult Tutoring Literacy Volunteers Charlottesville/Albemarle Bank On Greater Charlottesville Legal Aid Justice Center Center of Hope Salvation Army Changing the Odds Boys & Girls Club of Central Virginia
“Gerald,� a single father of two children, was battling medical issues and was unemployed and homeless in the summer of 2012. With the assistance of a United Way partner program, Gerald overcame his medical issues and was connected to employment at a local assisted living facility as a member of the kitchen staff. In 2013, he was promoted to cook and inside shift supervisor, increasing his pay and confidence. With budget counseling, Gerald was also able to save and buy a car.
Child Care Scholarships United Way-Thomas Jefferson Area (also included under School Readiness) Computers4Kids Computers4Kids Emergency Food and Shelter Program United Way (manager and fiscal partner of federal grant programs)
In our community,
46% 46% CHOOSE
ISSUE
In our community,
OF FOOD BANK households
Emergency Shelter Salvation Army Family and Individual Development Accounts Charlottesville Abundant Life Ministries (CALM)
between paying BANK OF FOOD for utilities or households paying for food.
CHOOSE
Blue Ridge Area Food Bank 2012
between paying for utilities or paying for food.
Information and Referral Center United Way-Thomas Jefferson Area Re-Entry Services OAR/Jefferson Area Community Corrections Strive Charlottesville Abundant Life Ministries (CALM) Thomas Jefferson Area Earned Income Tax Credit Coalition United Way-Thomas Jefferson Area and local coalition partners Welfare to Work WorkSource Enterprises
Blue Ridge Area Food Bank 2012
ISSUE The average HOURLY WAGE of local transitional housing Theprogram residents is average HOURLY WAGE of single local transitional A local parent with housing needs program residents is two children to earn
$$
$9.42/hour.
$9.42/hour.
$17.50/hour
to be self-sufficient. A local single parent with 2011 Orange Dot Report two children needs to earn
$17.50/hour
to be self-sufficient.
2011 Orange Dot Report
COMMUNITY
School READINESS SELF SUFFICIENCY COMMUNITY HEALTH
HEALTH
United Way is building a community where people are healthy and have access to needed care. “I am thankful every day for this program.” “Greg” suffers from seizures. Untreated, his seizures make it impossible for him to work. He is now helped by our United Way RxRelief Prescription Assistance Program, which helps uninsured adults in our community access free medications to address chronic conditions. This was a tremendous relief, not just for Greg, but for his mother, who bore the emotional and financial stress of caring for him.
RESULTS This year, our United Way’s RxRelief program helped more than
650
LOCAL, UNINSURED PEOPLE
with chronic medical conditions receive
MORE THAN 2,200 prescriptions at no cost, with a total retail value greater than
$2.9 million.
2013 Report to Virginia Health Care Foundation
Community92%
of local pregnant or parenting tee enrolled in a United Way grant pro stayed in school, graduated or
COMPLETED their GED.
Health IMPACT
Health Compass Blue Ridge Medical Center Insurance for Children United Way-Thomas Jefferson Area Medical-Legal Partnership Legal Aid Justice Center Mobile Food Pantry Blue Ridge Area Food Bank Neighborhood Health Outreach The Women’s Initiative
RESULTS
92%
of local pregnant or parenting teens enrolled in a United Way partner program stayed in school,
GRADUATED
or completed their GED. Jefferson Area CHIP 2012
RxRelief Prescription Assistance Program United Way-Thomas Jefferson Area
Teen Pregnancy and Parenting Jefferson Area CHIP
Stamp Out Hunger Food Drive United Way partnership with the National Association of Letter Carriers and the Blue Ridge Area Food Bank
Triple Play Boys & Girls Club of Central Virginia
142 44
In 2012, there were child sexual abuse AND
physical abuse allegations investigated by Charlottesville/
“Tracey� was in an abusive marriage, and was severely overweight and depressed. With counseling provided by a United Way partner program, she found the strength and resilience she needed to leave a volatile husband and start a new life. A year later, Tracey has lost 45 pounds and regained her confidence, which has enabled her to obtain a job with an opportunity for promotion.
COMMUNITY Engagement Our United Way promotes volunteerism, excellence in nonprofit governance and management, and philanthropy to sustainably support a collaborative, caring community.
IMPACT United Way Laurence E. Richardson Day of Caring United Way Volunteer Center The Santa Fund United Way-Thomas Jefferson Area in partnership with The Daily Progress and 1070 WINA Women United United Way Excellence in Nonprofit Leadership and Board Governance Awards Mentor. Tutor. Pass it on! United Way-Thomas Jefferson Area United Way Day of Sharing
Initiative for Effective Nonprofits Partnership with the Wardle Family Foundation Leadership Charlottesville Partner of Charlottesville Regional Chamber of Commerce Program
RESULTS In 2012, our United Way Day of Caring engaged
2,300 113 F O R
VOLUNTEERS IN
234 PROJECTS
local nonprofits and schools, for a value of
$304,000*.
*Independent Sector: Virginia Value of Volunteering
2012 United Way Laurence E. Richardson Day of Caring
Financial REPORT UNITED WAY-THOMAS JEFFERSON AREA JULY 1, 2012 – JUNE 30, 2013
PUBLIC SUPPORT AND REVENUE Contributions
$1,508,736
53%
Santa Fund
120,455
4%
Grants/Gifts for Impact Areas
691,719
25%
Investment Earnings/Appreciation
495,522
18%
Total Public Support and Revenues
$2,816,432
EXPENDITURES $ 354,456
15%
Fundraising
Designations and Uncollectible
291,356
12%
Management and General
107,649
4%
School Readiness
633,172
26%
Self-Sufficiency
372,917
15%
Community Health
246,167
10%
Community Engagement
450,048
18%
Total Expenditures
$2,455,765
AUDIT COMMITTEE Dick Brownlee, Chair
UNITED WAY THOMAS JEFFERSON AREA AUDIT Hantzmon Wiebel LLP Certified Public Accountants
University of Virginia, Darden School of Business
Brad Groff Teachstone
Meg Haymans
The audited financial report for United Way-Thomas Jefferson Area is available at www.UnitedWayTJA.org.
Zonin USA
INVESTMENTS BY IMPACT AREA n School Readiness Children are healthy and ready for school. n Self Sufficiency Financial stability and economic independence. n Community Health Healthy community with access to needed care. n Community Engagement Volunteerism, philanthropy and nonprofit excellence.
22% 37% 15% 26%
Thank you 2012/13 Presidents Circle
Members of our Presidents Circle are donors who have a bold vision – when we focus on School Readiness, Self-Sufficiency, Community Health and Community Engagement, our entire community – each of us – is strengthened. The Presidents Circle was created to deepen individual understanding of, commitment to, and support of our United Way’s work. The Presidents Circle recognizes local philanthropic leaders who have devoted time, talent, and funds to create long-lasting changes by supporting our Impact work. Individuals who contribute at least $1,000 annually to the United Way are members of the Presidents Circle. We thank the members of the Presidents Circle, and we invite you to join them.
Thomas Jefferson Circle
($10,000 and above) One member wishes to remain anonymous Suzanne J. and Robert L. Brooks Mr. and Mrs. Donald Flow Teresa Sullivan and Douglas Laycock The MLG Foundation Mr. and Mrs. Richard L. Nunley Perry Foundation Hunter J. Smith Whitney and Anne M. Stone Foundation Sheila and Ted Weschler Mrs. M.R.J. Wyllie
James Madison Circle
($7,500 - $9,999) Kathy Bowers and Richard Comfort* Amy Hughes
James Monroe Circle
($5,000 - $7,499) Margery and Thomas M. Daniel Peter M. Harbilas Sue and Reuben Rainey Grace D. Riggs Michael Strode The Yorkshire Foundation
George Washington Circle
($2,500 - $4,999) Two members wish to remain anonymous Bernardo Anger Michael Arenton Carol Bauer Nancy and David Bogdonoff Liza and Peter Borches Deborah A. Case* Mr. and Mrs. John T. Casteen III Didi and Peter Chapin
*Indicates a Combined Federal Campaign donor. The United Way-Thomas Jefferson Area administers this workplace fundraising campaign and wishes to recognize and thank those giving at a leadership level.
Mary and Mike Chinn Gail L. and David R. Clelland Thomas Cooke* Ruth C. Cross William L. Dalton Michael Durland* Dorrie and Barry Fontaine Jane Brown Foster Thomas Francis* Wendy Zomparelli and Richard Handler Joseph Hoeing* Jerry Jacobson* Judith and J. Michael Jaeger Kelley and Eric S. Johnson Laurie and Blair Kelly Kimberly King* Pattye H. Leggett John G. Nunley Mallika Rodriguez* Caroline and Jim Satira David B. Smith* Lynda and Michael F. Tubridy Jerry Vinson Susan Webb
John Tyler Circle
($1,750 - $2,499) Lee Allen* Alison DeTuncq and Paul Archer Jennifer Armstrong Bebe Heiner and Bill Atwood Gina Bayes Kevin Carruthers* Edith Catlin Carol and Stephen Clarke Bonnie Wilfore and Chris Conti
“May I never get too busy in my own affairs that I fail to respond to the needs of others with kindness and compassion.� Thomas Jefferson
Dan Dalrymple* Gretchen and Jared Feury Valerie and Carlton Gregory Pat and Leroy Hamlett Mary Pope and E. D. Hirsch Lisa and Randy Huffman Justine and Trevor H. Joscelyne Carol and Steve Krohn Frances and Joseph Larner David Merchant* Sarah and Michael Rettig John C. Rowlingson, M.D. Mr. and Mrs. James A. Shannon, Jr. Mr. and Mrs. William W. Sihler Michele and Wade Tremblay Luke Vaccaro Mark Whittenburg
Woodrow Wilson Circle
($1,000 - $1,749) Nine members wish to remain anonymous Margaret Andrews* The Honorable Gerald L. Baliles Maia and Glenn Bannan Jay Barton Holly and Russell Bell Kathy and Jim Berlin Jennifer Bilchick* David Bilko Leah A. Billingsley Diane and Spencer Birdsong George Brannock Timothy L. Breeden Bernard T. Bress Diane and Richard Brownlee Dianne and Michael Burris
Michael Carman* Richard Carpenter Donovan Chaney The Charles Fund Deborah and George Conway Shane Cook Matthew Crandell* Shirley Crehore Susan W. and David L. Dallas William Davis* Jeffrey Day* Polly and David Deck Drs. Cindy and John Dent Doanne and Douglas Dodd Sally and Charles Du Bose Peggy and John Echols Ralph Edwards* Wayne Edwards* Donna and Bryan O. Elliott Sarah Horne and Caroline Emerson Sasha and John Farmer Kirby and Adrian Felts Betsy and Jim Fernald Pat and Bob Foster Cassandra Fraley* Sue and Frank Friedman Daniel Garber* Joshua Gehring Rod Gentry Deborah S. Gille Leslie and Richard Gilliam Gregory Gordon* Tori and Whit Graves
Mr. and Mrs. James E. Haden Joseph Harrison* Alison and Jeremiah Hartman Debbie Harvey Linda W. Hitchings Thomas Hoelscher Linda Hoffman Michael Hogsed* Susan Holley* Dr. and Mrs. Stuart S. Howards Martha Hunter Paul Hunter* Richard Jackson* James L. Jessup, Jr. Diane and Van Johnson Susannah and PK Kamath William J. Kehoe Bob Kemp Betsy and Jim Kennan Robert Pierce Laclede Barkley and Chris Laing Mary E. and Jon C. Leachtenauer Joe Leslie Yolanda Knight Lindsay* Suzanne Logan* Valerie and Don Long James Love* Carol and Peter Low Abby and Sean Lunn Charles Lunsford Mr. and Mrs. Thad Lyman Peggy and Thomas MacAvoy David Madigan
*Indicates a Combined Federal Campaign donor. The United Way-Thomas Jefferson Area administers this workplace fundraising campaign and wishes to recognize and thank those giving at a leadership level.
Frank and Carolyn Maginnis Grace and Leonard Mailloux George E. Marshall, Jr. Drs. Julie and Alan Matsumoto Gary McGee Ryan McKillip Nathaniel Mendez* Deborah and Ferrell Mercer Freddy Mladen Harriet and Daniel Mohler Mr. and Mrs. Percy Montague III Lee and Joe Mullen Ann and Carter Myers Carol Hurst and Jon Nafziger George Norris* Lee and David Owen Carl Pales* Jennifer Parker* Susan McLeod Prindle Joyce Robbins Terri and Phil Roberts* Dr. and Mrs. Dudley Rochester George Rodriguez* Mr. and Mrs. Charles Rotgin, Jr. Virginia and James Rovnyak Jerry and Leonard Sandridge Kathrine and Richard Santen Mr. and Mrs. E. Sykes Scherman Carolyn and Kevin Schuyler Mrs. Frederic W. Scott Juli Sherwood* J. Anne and Phillip W. Shiflett Patricia Simpson
Jane-Ashley and Peter Skinner Charles Smith Suzanne H. and Mahon T. Smith Joan and Robert Smith Julie and Phil Sparks Standish Family Foundation Stewart Gamage and Joseph Stettinius Jodie A. Stevens Philip Stokes Jananne Swoopes* Liza and Rocky Taylor Jane and Bryan Thomas Elsie and W. McIlwaine Thompson Judith and David Tobin Dorothy and Bill Tompkins Cathy and Kirk Train Sarah Turner* Pamela and Wayne L. Turner Pierre Verdier Claudette Grant and Juandiego Wade David S. Walker, Jr. A. Lorraine Wallenborn James Walsh Mr. and Mrs. Michael D. Wesson Mr. and Mrs. David H. Whitcomb Lyndon Whitmore The Honorable and Mrs. J. Harvie Wilkinson III Jacob Young Nancy and John Young Mark Zimmerman*
*Indicates a Combined Federal Campaign donor. The United Way-Thomas Jefferson Area administers this workplace fundraising campaign and wishes to recognize and thank those giving at a leadership level.
UNITED WAY-THOMAS JEFFERSON AREA
STAFF Cathy Smith Train
Helen Frye
President ctrain@UnitedWayTJA.org
RxRelief Prescription Assistance Caseworker hfrye@UnitedWayTJA.org
Caroline Emerson
Jessica Snyder
Vice President and Campaign Director cemerson@UnitedWayTJA.org
Volunteer Center Director jsnyder@UnitedWayTJA.org
Lisa Frazier
Leigha Rae
Vice President and Finance Director lfrazier@UnitedWayTJA.org
Data Manager lrae@UnitedWayTJA.org
Kim Connolly
Jessie Ray
Vice President of Marketing and Communications kconnolly@UnitedWayTJA.org
Special Projects jray@UnitedWayTJA.org
Alaina Schroeder
Barbara Hutchinson
Board Liaison aschroeder@UnitedWayTJA.org
Director of Community Initiatives bhutchinson@UnitedWayTJA.org
Martha Trujillo
Megan Borishansky
Community Services and EITC Coordinator mtrujillo@UnitedWayTJA.org
Information and Referral Specialist mborishansky@UnitedWayTJA.org
806 East High Street, Charlottesville, VA 22902 | 434.972.1701 Find us online: UnitedWayTJA.org
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United Way Thomas Jefferson Area 806 East High Street Charlottesville, VA 22902
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