Strengthening Our Community
Annual Report 2010/2011
Community Voices
LIZA & PETE BORCHES President & Owner Volvo of Charlottesville Vice President CMA Properties
We are small business owners who depend on a strong local community, and we appreciate how effectively the United Way works to serve our employees, neighbors, and friends. No other organization brings together businesses, individuals, nonprofits, the University, and social services to make sure we work together efficiently to make our community stronger. No other organization provides both program grants and direct services, making sure that results are achieved. As the parents of two small children, we like how the United Way connects and magnifies the good work and contributions of thousands of people to improve the quality of life for all of us. It’s a great lesson for our kids on the power of teamwork and the importance of community. We’re proud to support the United Way-Thomas Jefferson Area and hope our children will be part of the next generation of the United Way family.
Our daughter, Gabby, is a real United Way kid! Almost from birth we have tried to teach her about the importance of giving back to our community. Juan started taking her to United Way meetings right after she was born. As a family, we volunteer and contribute to local organizations that we really believe in, and a big one for us is the United Way-Thomas Jefferson Area. Between the two of us, we’ve spent time on the Program Review and Funding Committee, the Campaign Team, the Board, as Day of Caring volunteers, and more. We see up close how United Way volunteers and staff work so hard to help people in need, and how this work makes the United Way so efficient at improving lives here. We see tangible results: we see lives changed. CLAUDETTE GRANT Albemarle County Community Development JUAN WADE Career Center Coordinator, Albemarle County Department of Social Services
The United Way-Thomas Jefferson Area is incredibly responsive to our community’s needs. As chair of the United Way’s Self-Sufficiency Task Force, I’ve learned that families face a number of barriers to financial stability, including mental health issues, lack of education or training, and the lack of basic financial literacy. Understanding this, the United Way has moved forward where it can have the most significant impact: launching a pilot program to teach basic financial skills to families. It’s very exciting to see families’ lives directly impacted. I know that we’re helping these families become stronger, and I’m proud to support that. BLAIR KELLY President Charlottesville Publishing Group
Cover photo taken by Jim Carpenter: 2010 United Way Laurence E. Richardson Day of Caring 2
Annual Report 2010/2011
A Message from Our Leadership
Dear Friends, As our community changes and needs emerge, our local United WayThomas Jefferson Area provides solutions to meet the new challenges. Our United Way directors and staff are in the midst of strategic planning with a vision to focus our resources. Our goals are that children will arrive at school ready to learn, individuals and families will have the tools for self-sufficiency, and there will be increased individual access to health and wellness.
• • • •
Margery Daniel, Chair, United Way Board of Directors
sample Cathy Smith Train, President
Annual Report 2010/2011
United Way’s positive impact is accomplished through the work of our effective volunteers with expertise that creates opportunities to improve lives. Our generous contributors have an impact through our thoughtful and effective use of their gifts in strengthening our community. Our grants to local nonprofit partners create impact through programs that focus on creating the best outcomes. And we have a substantial impact through the United Way’s delivery of direct services. Our 2010/2011 United Way Annual Report shares our successes through the two primary ways we impact our community: • We provide direct services. • We award grants to local programs. We are the only nonprofit in our community to do both.
Thomas Jefferson Area Earned Income Tax Credit Coalition assisted 1,506 low-income individuals in 2011 for an economic impact of $2.6 million (fees saved, credits and refunds). Insurance for Children Project has successfully enrolled 217 uninsured local children and pregnant mothers in health coverage. United Way Laurence E. Richardson Day of Caring engaged 2,292 volunteers in 2010 who contributed $296,010 in volunteer labor and completed 245 community projects. And more.
Our United Way continually focuses on “What is the need?” and “Who can best meet the need?” Sometimes the answer means our own direct services, and sometimes it means encouraging and supporting another nonprofit or group of nonprofits in offering a service. All our many efforts have been accomplished through the work of skilled volunteers and staff, informed donors, specifically focused grants to programs, and direct services. All are highlighted in this Annual Report. With your commitment, this work continues. Sincerely,
By providing direct service interventions, our local United Way has adapted to changing needs in our community. Our organization proactively and successfully fosters partnerships, cooperative alliances, strategic collaborations and initiatives – all positively expanding our impact on the community. Our direct services are leading the way in innovative responses to numerous community needs: • RxRelief Prescription Assistance Program has enabled 911 uninsured adults to access $5.68 million in free medications since its inception. • Child Care Scholarships program serves more than 100 children annually, helping parents maintain employment.
Cathy Smith Train President United Way-Thomas Jefferson Area
Margery Daniel, Ph.D. Chair United Way-Thomas Jefferson Area Board of Directors Licensed Clinical Social Worker
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Board of Directors EXECUTIVE COMMITTEE
BOARD OF DIRECTORS
Chair of the Board Margery Daniel, Ph.D Licensed Clinical Social Worker
Guy Babineau Northrop Grumman
Jim Fernald WVIR NBC29
Blair Kelly Charlottesville Publishing Group
Russ Bell * Silvercrest Asset Management Group
Chris Fide
William J. Kehoe* Universty of Virginia McIntire School of Commerce
Immediate Past Board Chair Mark Giles Chairman Virginia National Bank Operations Chair Brad Groff Silverchair
Self-Sufficiency Task Force Chair Blair Kelly President Charlottesville Publishing Group Members at Large Richard Brownlee Professor of Business Administration Darden School of Business Peggy Echols Vice President, Operations State Farm Insurance Companies
Endowment Trustees Chair Peter Brooks Partner Cornerstone Partners Audit Committee Chair Russ Bell Managing Director Silvercrest Asset Management Group Campaign Chair Brad Ramsey V.P. and General Manager Charlottesville Newsplex Campaign Special Projects Liza Borches President & Owner Volvo of Charlottesville
Dan Goodall Trust and Investment Officer VNBTrust Jay James Program Director for WINA and WVAX Charlottesville Radio Group PK Kamath Senior Vice President CB Richard Ellis Ray Mishler Vice President Martha Jefferson Hospital Cathy Train President United Way-Thomas Jefferson Area
Program Review & Funding Chair Alison DeTuncq President UVA Community Credit Union
Spencer Birdsong Retired Liza Borches Volvo of Charlottesville Bill Bradley SHW Group Peter Brooks Cornerstone Partners Suzanne Brooks * Pepsi-Cola Bottling Company of Central VA Richard Brownlee Darden School of Business Lisa Cannell StellarOne Bank John Casteen University of Virginia Mike Chinn SNL Financial Carol Clarke * Montague Miller & Company Realtors Deborah Conway * University of Virginia School of Nursing Margery Daniel Ph.D, Licensed Clinical Social Worker Alison DeTuncq UVA Community Credit Union Charles Du Bose
Smart Beginnings Liaison Eric Johnson Principal Signature
Peggy Echols State Farm Insurance Companies
Historian Jim Kennan Retired
Adrian Felts Battelle Memorial Institute
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Jay James, Margery Daniel
Bryan Elliott * Albemarle County Executive’s Office
Dorrie Fontaine University of Virginia School of Nursing Frank Friedman Piedmont Virginia Community College Rondi Furgason CenturyLink Phil Garland VNBTrust Michael Geismar Quantitative Investment Management Mark Giles* Virginia National Bank Dan Goodall VNB Trust Fred Greer The Daily Progress/Media General Whit Graves Evergreen Real Estate & Construction Brad Groff Silverchair Michael Guthrie Roy Wheeler Realty Allen Hughes Advanced Network Solutions Timothy Hulbert Charlottesville Regional Chamber of Commerce Barbara Hutchinson Charlottesville-Albemarle Airport Jay James Charlottesville Radio Group Eric Johnson Signature PK Kamath CB Richard Ellis
Jim Kennan * Retired Steve Krohn * Virginia National Bank Chris Laing Cornerstone Partners Chris Lee Piedmont Virginia Companies Don Long Feil, Pettit & Williams Abby Lunn First Systems & Resources Gary McGee * Retired Ray Mishler Martha Jefferson Hospital Gary O’Connell Albemarle County Service Authority Susan McLeod Prindle Retired Brad Ramsey Charlottesville Newsplex Scott Reed Dominion Virginia Power Jim Richardson Crutchfield Corporation Joyce Robbins Robbins Staffing Solutions Mildred Robinson University of Virginia School of Law Carolyn Schuyler Psychotherapist
(L to R) Mark Giles, Brad Ramsey, Fred Greer, Blair Kelly
Gary Selmeczi Westminster-Canterbury of the Blue Ridge Jim Shannon Williams Company Phil Sparks Piedmont Virginia Community College Bryan Thomas * BB&T The Honorable David Toscano Buck, Toscano & Tereskerz Michael Tubridy Klockner Pentaplast of America Deborah van Eersel University of Virginia Foundation Juan Wade Albemarle County Social Services Bill Wardle Wardle Family Foundation Michael D. Wesson First Citizens Bank John Young Union First Market Bank * Active Life Members
Annual Report 2010/2011
A Positive Impact Excerpt from our blog Living United: March 15, 2011 A Local Family is Quickly Helped When I answered the phone this morning, on the line was a woman whose teenage daughter needs to have dental work done, including having her wisdom teeth removed. My own son just had his wisdom teeth removed by an oral surgeon, and we had to pay $300 out of pocket even with a good dental insurance plan. This family has no dental insurance – no health insurance, as a matter of fact, because the father is self-employed and they can’t afford it. The reason she was told to call us is because of our Insurance for Children Project. Our outreach worker seeks out and signs up families for Virginia’s FAMIS program, which offers doctor visits, well-child checkups, shots, prescription drugs, dental and vision care, eyeglasses, hospital stays, ER care, mental health care, tests and X-rays with low or no co-pays.
Annual Report 2010/2011
This is a family that is proud and trying to be self-sufficient, and has never asked for help before. But, because of this program, their two children will have access to health care and the family will have a huge financial burden and stress lifted from them in the most dignified way possible. I hope they will take their children for complete physicals, get them current on their immunizations if necessary, get their teeth cleaned, fill those cavities, get their vision checked and eyeglasses if required. I hope they will never need a hospital, but they will have peace of mind if they do.
Sometimes when we answer the phone here, it is heartbreaking because there is no easy fix for some problems. Today, we were able to help a family within a few hours, in a way that is personal, substantial and has a long-term impact. Wow. That is one more reason why I feel so fortunate to work here. Submitted by a staff member. (Note: the family did successfully enroll in the FAMIS program.)
In its first year, the United Way’s Insurance for Children Project has successfully enrolled 217 local uninsured children and pregnant mothers in health coverage.
MARK GILES Chairman Virginia National Bank
Our United Way has my strong support because its sustainability has been proven. Over time, I have watched the organization stay focused on its enduring mission while at the same time recognizing and embracing the need for ongoing change. I admire the way our United Way practices “leadership by doing.” We seem caught in an era when too many people have forgotten the timeless axiom, “It’s amazing what you can accomplish when you don’t care who gets the credit.” Time and again, I have seen things get accomplished by our United Way because, in a very low profile way, they have been willing to work behind the scenes - with no desire for credit or attention - to get other people and organizations on the same page, often making one plus one equal three. Some organizations are energy users and some are energy providers. Over time, some people and organizations become captive to their experience, while others work to be beneficiaries of their experience. Our United Way brings both deep experience and new energy to whatever it tackles. That can be a very impactful combination.
Melissa Beth Behl Insurance for Children Project Outreach Worker
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United Way Direct Services, Partnerships and Initiatives
A strength of our United Way is our ability to bring people together to focus on community health and human service issues.
INFORMATION & REFERRAL CENTER
Throughout our history, we have addressed unmet needs in our community. Through the years, the United Way has rallied the community, not just to raise funds to address needs, but to establish direct services and partnerships and lead local initiatives to create positive change.
INSURANCE FOR CHILDREN PROJECT
Our Information & Referral Center offers residents quick, comprehensive and confidential information and referrals to more than 800 local health and human service programs. The Center fielded more than 3,900 phone calls this past year, with many individuals needing guidance on locating financial assistance, tax preparation, child care, food help and assistance with medical bills.
With a grant from the Virginia Health Care Foundation, our Insurance for Children Project was launched. Our case worker reaches out to parents, schools, summer camps, sports programs and medical providers to create awareness and access to Virginia’s FAMIS program for uninsured low to middle income families. This year we enrolled 217 uninsured local children and pregnant mothers in health coverage.
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SANTA FUND The Santa Fund is a collaborative effort which raises contributions for clothing, shoes, medicine and other essentials for low-income school children. Established in 1894 by the publisher of The Daily Progress, this partnership includes NewsRadio 1070 WINA and our United Way, which provides all of the coordination with local school districts. In 2010, the Santa Fund provided assistance to 2,416 school children in Albemarle, Buckingham, Charlottesville, Fluvanna, Greene, Louisa, Madison, Nelson and Orange Counties.
Annual Report 2010/2011
United Way Direct Services, Partnerships and Initiatives
The Earned Income Tax Credit assists middle to low income families, helping them keep more of their hard earned dollars to pay bills or establish savings accounts.
Brad Ramsey General Manager Charlottesville Newsplex
This tax season, our Thomas Jefferson Area EITC Coalition helped low-income taxpayers file 1,506 tax returns, an increase of 556 returns compared to last year. Our efforts generated an economic impact of more than $2.6 million, including federal refunds claimed and tax preparation fees saved by taxpayers. This coalition would not be possible without the help and support of more than 100 hard-working volunteer tax preparers and community members from: Madison House, UVA Community Credit Union, UVA Law School, Children Youth & Family Services, the International Rescue Committee, Piedmont Virginia Community College, and the United Way. Delegate David Toscano initiated the formation of our local EITC coalition in 2007. Our United Way continues to increase our outreach in the community: • The UVA Medical Center site increased the number of taxpayers served from 41 returns filed last year to 177 returns this season. • The International Rescue Committee operated a new site and filed 77 tax returns. • UVA Community Credit Union increased their sites from 3 to 5 locations. • United Way staff answered questions and scheduled appointments for more than 2,800 individuals. Thank you to all the volunteers who provided many hours to help their fellow community members become more self-sufficient.
Annual Report 2010/2011
Delegate David Toscano (on left), volunteer tax preparers and members of the EITC Coalition.
EARNED INCOME TAX CREDIT COALITION Since 2007, our United Way has led a partnership of agencies, businesses and social service agencies known as the Thomas Jefferson Area Earned Income Tax Credit (EITC) Coalition. The EITC Coalition is supported by grants from the IRS, the UVA Community Credit Union, BB&T and our United Way. In 2011, our EITC Coordinator trained more than 100 volunteers and managed 11 free tax preparation sites. We assisted more than 1,500 local residents, creating economic benefits of $2.6 million in saved fees, refunds and tax credits, helping them on the path to self-sufficiency.
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United Way Direct Services, Partnerships and Initiatives
CHILD CARE SCHOLARSHIPS
A MOTHER’S STORY
Last fall, Joan*, a single mother, called our office in a panic. After a two-year search for employment, she had finally been offered a job. However, the employer needed her to start that same week, and she needed to find and pay for child care for her 18 month old son, Alex*.
In 1975, our United Way recognized the need for low-income working parents to have the peace of mind of stable child care for their children so that they could maintain employment and the self-sufficiency of their familes. Our Child Care Scholarship program has been helping local families ever since with partial funding of reliable, safe and educational care for their children.
Martha Trujillo, Community Outreach Coordinator, and Pamela Frank, EITC Coalition Coordinator and Child Care Scholarship Caseworker, helped Joan obtain a United Way Child Care Scholarship by locating a child care provider and verifying her employment. What is normally a two-week process was completed in two days so that this mother, who for so long had been seeking a better life for herself and her son, was able to begin work. Alex is now in a stable child care setting, learning new social skills and experiencing new developmental activities. Joan and Alex are on a journey to self-sufficiency, thanks to the efforts of our staff and the generosity of our donors.
This past year, 126 children received scholarships. *names changed to protect privacy
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Annual Report 2010/2011
United Way Direct Services, Partnerships and Initiatives
SMART BEGINNINGS
One of the keys to a child’s success is entering kindergarten with the social, emotional and cognitive skills to be prepared to learn. “The best investment in economic development that government and the private sector can make is in the healthy development of children.” Arthur Rolnik Senior Vice President and Director of Research Federal Reserve Bank of Minneapolis
The Smart Beginnings Initiative, funded by a grant from the Virginia Early Childhood Foundation, provides a comprehensive approach to strengthen the local early care and education system. Smart Beginnings is a collaborative of 15 local organizations that are part of the Charlottesville/ Albemarle Partnership for Children and a Leadership Council of local business and community leaders. This year, our United Way helped launch a Smart Beginnings initiative for Louisa and Fluvanna counties.
Annual Report 2010/2011
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United Way Direct Services, Partnerships and Initiatives
PRESCRIPTION ASSISTANCE PROGRAM Our United Way Awards of Excellence were created in 2007 to recognize, celebrate, promote and inspire excellence in nonprofit leadership and board governance. Having had the joy of honoring our local nonprofit executive directors for four years, in 2011 we recognized an outstanding staff member in a local nonprofit.
For individuals who have chronic conditions such as diabetes, heart disease or mental illness, and who are uninsured, the cost of prescriptions can be devastating. Thanks to a RxRelief grant from the Virginia Health Care Foundation, and through partnering with Martha Jefferson Hospital, the Charlottesville Free Clinic and Region Ten Community Services Board, our United Way provides a caseworker who helps people apply for free prescriptions from nearly 200 pharmaceutical companies. In the past year, our United Way helped 575 uninsured local residents receive 3,039 free prescriptions valued at $2.24 million.
Claudette Greene, Shelter Director for PACEM (center), was the recipient of the 2011 United Way Award of Excellence for Nonprofit Staff Leadership from Renée Grisham, review panel chair, and Bob Foster, Retired Managing Partner and Consultant of Hantzmon Wiebel, award underwriter.
WOMEN UNITED IN PHILANTHROPY The board of directors of the Center for Nonprofit Excellence received the 2011 United Way Award of Nonprofit Excellence in Board Governance. Board chair Russell Willis Taylor (center) accepts the award from The Honorable Gerald L. Baliles, review panel chair, and Steve Krohn, Managing Director of Virginia National Bank, award underwriter.
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Formed in 2005 in partnership with our United Way, Women United in Philanthropy’s mission is to maximize women’s leadership in philanthropy by engaging and educating its membership and increasing charitable contributions through collective giving. Since its inception, the group has awarded $157,825 in grants to local human service programs.
Annual Report 2010/2011
United Way Direct Services, Partnerships and Initiatives
ADDITIONAL PARTNERSHIPS LEADERSHIP CHARLOTTESVILLE Our United Way partners with the Charlottesville Regional Chamber of Commerce to help build an active corps of engaged, dedicated civic leaders and volunteers.
Our UNITED WAY STUDENT SERVICE AWARDS recognize exceptional high school students for their outstanding commitment to our community through volunteerism or service-learning. Students from area public and private high schools are honored.
Learn more about these programs at www.UnitedWayTJA.org
STAMP OUT HUNGER FOOD DRIVE Local letter carriers, the Blue Ridge Area Food Bank and our United Way work together to implement the area’s largest one-day food drive. EMERGENCY FOOD AND SHELTER PROGRAM Helps meet the needs of hungry and homeless people throughout the United States by allocating federal funds for the provision of food and shelter. Locally, our United Way is the manager and fiscal partner for these program grants.
2011 Recipients Cody Burnley Scott Cho Josh Dick Olivia Gathright Andrew Haynes Danielle Horridge Andrew Lee Emily Ludwick Kate Moody Nicole Muller Nicole Ross Benjamin Scott Adrienne Lee Smith Maddy Wilson
Nelson County High School St. Anne’s Belfield School Murray High School The Covenant School Charlottesville High School Albemarle High School The Miller School Monticello High School Tandem Friends School Western Albemarle High School Math, Engineering & Science Academy Fluvanna County High School William Monroe High School Renaissance School
Annual Report 2010/2011
INITIATIVE FOR EFFECTIVE NONPROFITS The Wardle Family Foundation partners with our United Way to provide grants to local nonprofits to address issues of mission and strategic thinking, governance and leadership, operations, key relationships, program delivery and resource development. Well-managed organizations are more likely to develop, implement and sustain effective services to meet community needs. Since 2003, 27 grants totalling $111,788 have been made to local nonprofits to help stengthen their business practices.
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Local Impact In addition to our own direct services, our United Way has a proud history of providing grants to local programs to support services that improve lives and create lasting change. Program grant requests were reviewed by our all-volunteer Program Review and Funding Committee that researched, deliberated and recommended program grants to our United Way board of directors.
2011/2012 PROGRAM GRANTS Adult Activity Center—Arc of the Piedmont Adult Care Center—JABA After School Tutoring—Charlottesville Abundant Life Ministries Buford Tutoring Program—Charlottesville Abundant Life Ministries Central Virginia Restorative Justice—OAR/Jefferson Area Community Corrections Child Care Quality—Children, Youth & Family Services Community Job Placement Services—WorkSource Enterprises Co-Parenting/Family Mediation—Mediation Center Day Support Services—WorkSource Enterprises Disaster Services—American Red Cross Emergency Shelter/Transitional Housing—Salvation Army Foothills Child Advocacy Center—Foothills Child Advocacy Center Health Services—JABA Home Visiting Collaborative—Jefferson Area CHIP, CYFS, Arc of the Piedmont Medical-Legal Partnership—Legal Aid Justice Center Off-Site Vocational Services—WorkSource Enterprises On-Site Vocational Services—WorkSource Enterprises Piedmont CASA—Piedmont Court Appointed Special Advocates Project Thrive—AIDS/HIV Services Group Re-entry Services—OAR/Jefferson Area Community Corrections Runaway Emergency Services—Children, Youth & Family Services Rural Health Outreach (Latino Outreach)—Blue Ridge Medical Center Rural Health Outreach (Wellness Passport)—Blue Ridge Medical Center Sexual Assault Services and Education/Outreach—SARA Southwood Community Coordination—Habitat for Humanity Teen Pregnancy and Parenting—Jefferson Area CHIP Tutoring for Basic Literacy and ESL Adult Learners—Literacy Volunteers Victims of Child Abuse—Children, Youth & Family Services Walker Tutoring Program—Charlottesville Abundant Life Ministries Youth Development—Boys & Girls Club of Central Virginia 12
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January is National Mentoring Month, and our United Way Volunteer Center runs a month-long community awareness campaign, with a mentor and tutor volunteer opportunity fair at the end of the month.
Annual Report 2010/2011
United Way Volunteer Center and Laurence E. Richardson Day of Caring
Our United Way Laurence E. Richardson Day of Caring in September 2010 welcomed 2,292 volunteers who worked on 245 projects at 110 agencies and schools.
In April, our United Way Volunteer Center introduced its enhanced website, BeAVolunteer.info. The site is easier for individuals to explore volunteer opportunities and also for nonprofits to list their volunteer needs.
The value of volunteer labor on that one day was $296,010! Local nonprofits and schools benefitted from completed projects and the opportunity to introduce their programs to new volunteers.
Nearly 300 local nonprofits are registered, offering residents hundreds of opportunities to get involved in their community.
Annual Report 2010/2011
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Thank you to the employees of these organizations for their support of our United Way AERO Integrated Solutions Albemarle County Allen Allen Allen & Allen Allstate Insurance Company Aramark AT&T Bank of America Bank of New York Mellon Bankers Insurance Barton Malow Battelle Memorial Institute BB&T Belk Best Buy Better Living Boxley Materials Company Capella Education Company CB Richard Ellis Centric CenturyLink Charlottesville-Albemarle Airport Charlottesville Newsplex Charlottesville Regional Chamber of Commerce Cintas City of Charlottesville Colonial Auto Center Colonial Pipeline Company Comcast Commonwealth of Virginia DEX Dollar General Dominion Virginia Power Eli Lilly & Company Enterprise Rent-A-Car Federal Agencies FedEx Feil, Pettit & Williams First Citizens Bank Flow Volkswagen Fluor Ford
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GEICO GE Intelligent Platforms Genworth Financial Harris Teeter HCA Healthcare Hershey Foods IBM Corporation Ikon Office Solutions Institute of Defense Analysis JABA JCPenney Johnson & Johnson Johnson Controls Kane Furniture & Interiors Kaplan Early Learning Company Kayser-Roth Corporation Keefe Supply Company Klockner Pentaplast of America Kroger Laboratory Corporation of America Legal Aid Justice Center Liberty Mutual Lowe’s Luna Innovations Macy’s Manpower Martha Jefferson Hospital McGuireWoods Merck MillerCoors Money Market Directories Montague Miller & Company Realtors Monticello Area Community Action Agency Nationwide Northrop Grumman Naval & Marine Systems OAR/Jefferson Area Community Corrections Payless Shoe Store Pepsi-Cola Bottling Company of Central Virginia Pfizer Piedmont Virginia Community College
Principal Financial Group PSEG QEP Resources Sam’s Club Sargent Corporation Sentara Healthcare Signature SNL Financial Springleaf Financial Sprint Communications SRC State Farm Insurance Companies StellarOne Bank Strategy Corps SunTrust Bank Target The Daily Progress TIAA-CREF Union First Market Bank United Bank United Way-Thomas Jefferson Area UnitedHealth Group University of Virginia Univision Communications UPS US Joiner USAA UVA Community Credit Union Verizon Virginia National Bank VNBTrust Volvo of Charlottesville Wade Apartments Wal-Mart Wal-Mart Distribution Center Wellpoint Wells Fargo Westminster-Canterbury of the Blue Ridge Williams Williams Mullen WorkSource Enterprises WVIR TV/NBC29
Our community works because we sustain neighbors in need. We do that together through the United Way. Our gifts and shared work benefit everyone, no matter where we live and work. United Way volunteers, including UVa students and employees, serve in hundreds of ways. Some take part in special work days or perform volunteer service. Others monitor needs and combine our United Way dollars with others’ to make our gifts accomplish more than we could do by ourselves. In combination, gift dollars and hard work make this community healthier, stronger, and better able to serve children, seniors, and disadvantaged residents than any other community we know. Our United Way pulls us together: it’s the glue. UVa students and employees learn about our community in United Way events. Residents without ties to UVa get to know BETSY FOOTE CASTEEN neighbors by sharing work with them. JOHN CASTEEN Women United in Philanthropy President Emeritis And our United Way endures for our community. University of Virginia Inspired volunteer and professional leaders, constant attention to human needs, and working together account for this endurance. The United Way helps make our home town America’s best community.
Thank you! Annual Report 2010/2011
Thank you to these organizations for their support of our United Way
For more than 67 years, our United Way has been fundamental to the well-being of the Charlottesville region, my hometown. As long as I can remember, my family has believed in and supported our United Way. Mom and Dad taught my brother and me to give back to our community through the United Way: it’s good for those who need help, it’s good for the company and our employees, and it makes the whole community stronger. As a former United Way Campaign Chair and Board Chair, I learned just how efficient and effective my investment in our United Way is: for every dollar given to the United Way, four dollars in services is provided locally. Thousands of people get the assistance they need to help them on the road to self-sufficiency. Thousands of children have basic needs met - food, medical care, clothing, child care, mentoring, and more. I’m so proud to be a “Life” board member and to continue to spread the word about our United Way.
Annual Report 2010/2011
SUZANNE BROOKS Vice President Pepsi-Cola Bottling Company of Central Virginia
AERO Integrated Solutions Albemarle County Allstate Insurance Company Bank of America Bank of New York Mellon Battelle Memorial Institute Battlefield Ford BB&T Bear Balloon Corporation Beer Run Belk Best Buy Better Living Boxley Materials Company Brasco Bay Corporation Brix Terrace Cafe Carmike Cinemas Six CenturyLink The Charles Fund, Inc. Charlottesville-Albemarle Airport Charlottesville Area Community Foundation Charlottesville Free Clinic Charlottesville Newsplex Charlottesville Radio Group Charlottesville Self Storage Charlottesville Self Storage at Crozet Chick-fil-A City of Charlottesville Clean Cut Mowing Service Colonial Auto Center Comcast Cville Tickets D&D Lawn Care DEX Dominion Virginia Power Dumbarton Properties, Inc. Eli Lilly & Company
Enterprise Rent-A-Car Evergreen Real Estate & Construction FedEx First Citizens Bank First Systems & Resources Fluor Fluvanna County Frost Montessori School Fry’s Spring Station Gap and Gap Kids GE Intelligent Platforms Great Terms Insurance Agency Greenwood Lending GUARD Insurance Group Hantzmon Wiebel Harris Teeter Hershey Foods Hill & Wood Funeral Service Internal Revenue Service Irresistibles JCPenney Johnson Controls Kane Furniture & Interiors Keswick Hall, Club and Estate LeClairRyan LexisNexis Liberty Mutual Lowe’s Mane Assets Hair Salon Martha Jefferson Hospital McGuireWoods Merck MichieHamlett Attorneys at Law MillerCoors Money Market Directories Monticello Media Mutual Assurance Society of Virginia Fund National Optronics
Nationwide North Charlottesville Self Storage Ntelos Omni Hotel Charlottesville Pepsi-Cola Bottling Company of Central Virginia Perry Foundation Peter Henderson Oil Company Pfizer Piedmont Housing Alliance Piedmont Virginia Community College Plow & Hearth Price Automotive Principal Financial Group QEP Resources Richard Oliva & Sons Rivanna Natural Designs Roy Wheeler Realty Company Sam’s Club Select Specialty Products Servicemaster of Charlottesville Signature Medical Spa Siips Wine & Champagne Bar Silvercrest Asset Management Group Smith & Robertson Smoothie King Specialty Beverage Springleaf Financial SRA International, Inc. SRC St. Thomas Aquinas Church State Farm Insurance Companies StellarOne Bank Student Services Moving and Storage Company SunTrust Foundation
T&N Printing Target The Daily Progress The Downtown Grille TIAA-CREF Topeka’s Steakhouse Union First Market Bank UnitedHealth Group University of Virginia University of Virginia Medical Center UPS US Joiner UVA Community Credit Union Virginia Early Childhood Foundation Virginia Health Care Foundation Virginia National Bank Volvo of Charlottesville Wade Apartments Wal-Mart Wal-Mart Distribution Center Wellpoint Wells Fargo Williams WINA WVIR TV/NBC29 Zestivities
Thank you! 15
Thank you to the members of our Presidents Circle 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 Whitney and Anne M. Stone Foundation Wardle Family Foundation Sheila and Ted Weschler Mrs. M.R.J. Wyllie JAMES MADISON CIRCLE $7,500-9,999 Amy Hughes Hunter J. Smith JAMES MONROE CIRCLE $5,000-$7,499 Mr. and Mrs. John T. Casteen III Margery and Thomas M. Daniel Leslie and Richard Gilliam Sue and Reuben Rainey Grace D. Riggs Caroline and Jim Satira Maryrose Sylvester The Yorkshire Foundation GEORGE WASHINGTON CIRCLE $2,500-4,999 One member wishes to remain anonymous Bernardo Anger Guy Babineau Carol Bauer Earl Bennett Nancy and David Bogdonoff Terri P. and Bruce H. Cabell Deborah A. Case Mary and Mike Chinn Kathy Bowers and Richard Comfort Thomas Cooke
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Ruth C. Cross William L. Dalton Cynnie Davis Michael Durland Jane Brown Foster Thomas J. Goeke Caroline Green Fund at CACF Wendy Zomparelli and Richard Handler Peter M. Harbilas Leonard G. Hassell Henson Trust Fund Judith and J. Michael Jaeger Laurie and Blair Kelly Frances and Joseph Larner Pattye H. Leggett Susan McLeod Prindle Robert H. Tillack, Jr. Lynda and Michael F. Tubridy Jerry Vinson A. Lorraine Wallenborn Susan Webb JOHN TYLER CIRCLE $1,750-2,499 Alison DeTuncq and Paul Archer Michael Arenton Bebe Heiner and Bill Atwood Liza and Peter Borches Gail L. and David R. Clelland Bonnie Wilfore and Chris Conti Carol and Philip Cooper Peggy and John Echols Dorrie and Barry Fontaine The Fruehauf Foundation Judy and Mark Giles Deborah S. Gille Ruth K. and Paul F. Gorman Vanessa and Fred Greer Valerie and Carlton Gregory Kelli Hooke Kelley and Eric Johnson Justine and Trevor H. Joscelyne
Roger H. Koltz, Jr. Carol and Steve Krohn Mr. and Mrs. Percy Montague III Lisa Price Sarah and Michael Rettig April D. Ristau Dr. and Mrs. Dudley Rochester Jerry and Leonard Sandridge Carolyn and Kevin Schuyler Mr. and Mrs. James A. Shannon, Jr. Mr. and Mrs. William W. Sihler David B. Smith Dorothy and Bill Tompkins Michele and Wade Tremblay Mark Whittenburg Michael Williams Nancy and John Young WOODROW WILSON CIRCLE $1,000-$1,749 Seven members wish to remain anonymous Anonymous, in honor of Margery S. Daniel Anonymous, in honor of Peter Harbilas Margaret Andrews The Honorable and Mrs. Gerald L. Baliles Keith Bauer Gina Bayes James Beeman Holly and Russell Bell Kathy and Jim Berlin Diane and Spencer Birdsong Inez Duff Bishop Trust Stephen Blair Mr. and Mrs. Eugene M. Bogen Nancy and George Brannock Timothy L. Breeden Bernard T. Bress Diane and Richard Brownlee Dianne and Michael Burris Douglas Callaway James Campbell Stephen Campbell
Richard Carpenter Kevin Carruthers Susan Castorina Carol and Stephen Clarke Judy DeLoache and Gerald Clore Shawn Conrad Deborah and George Conway Roy Cress Susan W. and David L. Dallas Anna M. Day Foundation Polly and David Deck Drs. Cindy and John Dent Sally and Charles Du Bose Ralph Edwards Donna and Bryan O. Elliott Sarah Horne and Caroline Emerson Jennifer and Corey Feist Kirby and Adrian Felts Betsy and Jim Fernald J. Michael Fitzgerald Pat and Bob Foster Rutherford Friday Sue and Frank Friedman Carl Frischkorn Donna M. and Sim S. Galazka Rod Gentry John R. Gobble IV Laura Faye and Brad Groff Joseph Gunter Michael Guthrie Mr. and Mrs. James E. Haden Alma Lee Hall Trust Pat and Leroy Hamlett Ruth and Herb Hanft Debbie Harvey Mary Pope and E. D. Hirsch Linda W. Hitchings Carter and Stuart S. Howards, M.D. Lisa and Randy Huffman Samuel P. Hughes Paul Hunter Barbara and David Hutchinson
Carole and Roger Ingenthron Jay James James L. Jessup, Jr. Diane and Van Johnson PK Kamath William J. Kehoe Betsy and Jim Kennan Mr. and Mrs. Ludwig Kuttner Valerie and Don Long Carol and Peter Low Abby and Sean Lunn Mr. and Mrs. Thad Lyman Dr. Deren Bader and Dr. Paul Lyons Peggy and Thomas MacAvoy David Madigan Grace and Leonard Mailloux George E. Marshall, Jr. Michelle McCarthy Lawrence McConnell Gary McGee Mr. and Mrs. Robert A. McKeel Kathy Ralston and J. Michael McMahan Deborah and Ferrell Mercer David Merchant Diane Michelucci Thomas J. Michie Harriet and Dan Mohler Daniel Morris Mrs. Edmund W. Morris Beth Mosolgo-Clark and Bob Mosolgo Lee and Joseph J. Mullen Ann and Carter Myers George Norris Karen and Robert M. O’Neil Carl Pales Gordon V. Parmelee Peggy and Frank Quayle Christina and Brad Ramsey Mary P. Reese Mr. and Mrs. Charles Rotgin, Jr. Joan and William Rough Virginia and James Rovnyak
Donna M. and A. Clarence Sampson Mr. and Mrs. E. Sykes Scherman Mr. Frederic W. Scott, Jr. Betty and John Scott Aileen and Gary Selmeczi Dr. and Mrs. Hubert A. Shaffer, Jr. J. Anne and Phillip W. Shiflett Patricia Simpson Emily and Charles H. Smith, Jr. Suzanne H. and Mahon T. Smith Julie and Phil Sparks Standish Family Foundation Stewart Gamage and Joseph Stettinius Jodie A. Stevens Philip Stokes Jane and Bryan Thomas Becky and Larry Thomas Elsie and W. McIlwaine Thompson Judith and David Tobin Cathy and Kirk Train Pamela and Wayne L. Turner Litz Van Dyke Claudette Grant and Juandiego Wade Mrs. Robert R. Wagner Mr. David S. Walker, Jr. Nancy and William G. Wardle Anda Webb Alison and Bernard Webb Torsten Wegner Mr. and Mrs. Michael D. Wesson Mr. and Mrs. David H. Whitcomb Lyndon Whitmore The Honorable and Mrs. J. Harvie Wilkinson III
Thank you! Annual Report 2010/2011
Community Voices
We’ve been invested and engaged in this community since Dudley, a pulmonary physician, joined the faculty of the University’s School of Medicine in 1976. One of the best ways we know to attain a stronger community is to give to our United Way. We appreciate that the comprehensive research conducted by United Way on community needs and resources optimizes the impact of its support. We feel called to support our United Way, because of its depth of community knowledge, its ability to collaborate effectively, its leadership and, above all, the measurable effectiveness of its work. LOIS AND DUDLEY ROCHESTER Past President, Charlottesville-Albemarle League of Women Voters Professor Emeritus, University of Virginia School of Medicine
PK KAMATH Realtor, CB Richard Ellis Owner, Fry’s Spring Station
In real estate, we talk about the importance of location. Our United Way is about location too, because all our good work is done in our community: Charlottesville, Albemarle, Louisa, Nelson, Fluvanna and Greene. When I give to our United Way, my contribution is working to help local people and has immediate, considerable impact on this community that I call home. I also appreciate the fact that for every dollar I donate to our United Way, it translates into four dollars back into our community. I was impressed that just our United Way Day of Caring alone donates around $300,000 in labor and materials for projects completed at local nonprofits.
Annual Report 2010/2011
BRAD RAMSEY General Manager Charlottesville Newsplex
As soon as I moved to Charlottesville, I started meeting people everywhere who were involved in the United Way. I had been involved in other communities, but I could quickly tell there was something special about the way the United Way connected with this community and vice versa. I’ve volunteered for our United Way for several years now, and for the past year served as the annual fundraising Campaign Chair. I have the pleasure of working alongside incredible volunteer leaders and staff, as together we tell the great story of the United Way. As a local businessperson who partners with many other local companies, I know how important it is for us to work together to strengthen our community. As a dad, I want my kids to grow up with a sense of community and a desire to help others. Our United Way has a comprehensive knowledge of the Charlottesville region and facilitates collaboration among nonprofits, social service agencies, the University, local businesses, schools and caring individuals. When we all come together and “Live United” through the United Way, our community impact is magnified. Let’s all Live United!
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About Us UNITED WAY STAFF
GIVE. ADVOCATE. VOLUNTEER. LIVE UNITED.
FIND US ON THE WEB
www.UnitedWayTJA.org
Cathy Smith Train President Caroline Emerson Vice President and Campaign Director Jon Nafziger Vice President for Community Initiatives Lisa Frazier Director of Finance and Administration
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Kim Connolly Director of Marketing and Communications
Pamela Frank EITC Coalition Coordinator
Alaina Schroeder Data Manager and Board Liaison
Melissa Beth Behl Insurance for Children Project Outreach
Martha Trujillo Community Outreach Coordinator
Jessica Snyder Volunteer Center Director
Helen Frye RxRelief Prescription Assistance Caseworker
Leigha Rae Data Assistant
www.facebook.com/UnitedWayTJA www.livingunited.typepad.com www.twitter.com/UnitedWayTJA www.youtube.com/UnitedWayTJA www.picasaweb.google.com/UnitedWayTJA www.linkedin/companies/UnitedWayThomasJefferson Area
United Way-Thomas Jefferson Area 806 East High Street Charlottesville, VA 22902 ph. 434.972.1701 fax 434.972.1719
Annual Report 2010/2011
Financial Overview Your Support 5.1%
4.0% S OURCES OF FUNDS $2,521,915
6.7%
Contributions - 63. 3% Foundation and Municipality Grants - 20. 9%
20.9%
Other Income - 6. 7%
63.3%
UW Endowment - 5. 1% Combined Federal Campaign - 4. 0%
Your Community Impact
July 1, 2010 June 30, 2011
3.8% 0.7% US ES OF FUNDS $ 2, 521, 915
11.4%
United Way Direct Services , Partners hips , Community Agencies and Uncollectible - 84. 1% Fundrais ing - 11. 4%
84.1%
Management and General - 3. 8% Combined Federal Campaign - 0. 7%
RICHARD BROWNLEE Professor of Business Administration Darden School of Business University of Virginia We’re all connected. Our United Way strengthens these connections in innumerable ways every day in order to empower our community. Whether it’s grants made to effective local programs or our United Way’s direct services that help stabilize families in need, your support makes it all possible. Being a member of our United Way’s donor family connects us to nonprofits that receive United Way grants, volunteers, or guidance; to organizations whose employees volunteer and contribute; to people who need help; and to other committed donors who know that together we will move mountains.
Audited financial statements may be obtained by contacting Lisa Frazier, Director of Finance and Administration.
Annual Report 2010/2011
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Nonprofit Org. U.S. Postage PAID Charlottesville, VA Permit No. 420
806 East High Street Charlottesville, VA 22902
Our thanks to Silvercrest Asset Management Group for underwriting our 2010/2011 Annual Report
Making a difference in wealth management. Silvercrest is an independent investment advisory and financial services firm created to provide traditional and alternative asset management to wealthy families and select institutional investors. The time is now. www.silvercrestgroup.com www.silvercrestgroup.com