2012-2013 Annual Report
A Message from THE
Executive Director This past year we made great strides in advancing our shared vision for Greater Lorain County. The big change at United Way is how we have proposed accomplishing this change. We have learned from the successes and failures of the past and are applying those lessons. Moving forward, our work will be through the combined strength of community collaboratives made up of the individuals and organizations from across the community that bring the passion, expertise and resources needed to get things done. We recognize that this calls for systems change and targeting the root causes of complex social problems in our community. The perspective that I often give on this transition is the view that instead of continuously providing Band-Aids for problems, we are researching the causes of the wound, and attacking those issues so that eventually there will be no need for a BandAid anymore. Frankly, it’s a more effective and sustainable way to create the community we all deserve. The measure of our work will not be program outputs – how many programs we’re funding or how many people were served – but it will instead focus on impact. We will strive to help our youth succeed in school, assist low-income families to become financially stable, increase the health of our community and respond to households in a financial crisis. We will collaborate with others to pool resources, align funding and share measurement, all in order to create systems change and communitylevel impact. Reflected in the financial section of this annual report is year one of this transition to Community Impact, with legacy programs receiving transitional funding. The change will be completed by the end of the fiscal year in June 2015. We appreciate the enthusiasm with which our current and future partners have embraced this change. It has caused many to be reminded of their mission in serving our community and we are indebted to those pioneers who have led the charge. The exciting new work that we are now leading with our community collaboratives will be better represented in our next annual report. With the support of our investors and community stakeholders, we will judge our future success on community impact, our ability to bring about strategic, results-oriented and life-changing impact in four key areas: Education, Income, Health and Basic Needs. We appreciate your support and patience as we move forward. Sincerely,
William Harper
UNITED WAY
OF GREATER LORAIN COUNTY Our mission
is to improve lives by mobilizing the caring power of our community through leadership, collaboration and resource development.
FINANCIAL STATEMENTS Statement Of FINANCIAL POSITION Assets Assets Cash and Investments Pledges Receivable Other Assets Property and Equipment Total Assets
Condensed Financial Statements for the Year Ending June 30, 2013
Accounting and Reporting Practices
Statement Of ACTIVITIES Public Support Pledges $2,838,238 1,050,584 54,871 17,574 $3,961,267
Liabilities And Net Assets Liabilities Accounts Payable $34,532 Designations Payable 397,580 Allocations & Grants Payable 1,126,876 Other Liabilities 64,571 Total Liabilities $1,623,559
Net Assets Unrestricted Net Assets $1,429,605 Temporarily Restricted Net Assets 887,542 Permanently Restricted Net Assets 20,561 Total Net Assets 2,337,708 Total Liabilities & Net Assets $3,961,267
$2,773,803
Less Donor Designations Less Provision For Uncollectible Pledges
Other Revenue Investment Income Total Public Support And Other Revenue
(501,800) (163,595)
302,023 112,431 2,522,862
Program Services Allocations and Community Support Information and Referral
1,390,776 90,903
1,481,679
Support Services
Fundraising 222,317 Agency Administration 245,916 468,233 Total Program And Support Services 1,949,912 Increase In Net Assets 572,950 Net Assets- Beginning of Year 1,764,758 Net Assets-End of Year
TARGETED OUTCOMES
$2,337,708
Donors Make the Difference Where Your Dollars Go
United Way of Greater Lorain County (UWGLC) is an independent organization governed by a board of directors comprised of community volunteers. An independent audit of UWGLC’s financial records is conducted annually. Audited reports are available for public inspection at UWGLC or by visiting www.uwloraincounty.org. United Way of Greater Lorain County follows the American Institute of Certified Public Accountants’ (AICPA) Audit and Accounting Guide for Not-For-Profit Organizations to ensure financial statements conform with Generally Accepted Accounting Practices (GAAP).
Transitional Funding Of Legacy Programs 211 First Call for Help Other Community Service Donor Designations Future Community Impact Collarboratives Fundraising Management & General
Advancing Education, Income, Health and Basic Needs
Everyone Deserves The Opportunity To Have A Good Life – A Quality Education That Provides Skills That Lead To A Stable Job, Enough Income To Support A Family, Maintaining Good Health And Meeting Basic Needs. Our Focus Is On Community Collaborations That Help Children, Families and Individuals In Four Areas:
EDUCATION:
• Ensuring young children are prepared to succeed in kindergarten • Equipping early adolescents with the tools/ resources to flourish in high school and beyond
• •
Basic Needs:
Health:
Promoting health & productivity through diet and exercise Supporting effective care through integrated medical screening and support
United Way of Greater Lorain County
Income:
• Helping families in poverty to increase income and improve financial stability
STAFF
Executive Director William Harper Finance Director Dianne Brehm Director of Marketing and Development Allison Brown-Smith Development Associate Ryan Aroney Assistant to the Executive Director Peggy Chamberlain Office Coordinator Robbi Goodwin Finance Assistant Shermane Smith
• Connecting families and individuals with community resources • Restoring household financial sustainability
2012-13 United Way of Greater Lorain County
14 IN
Children In Lorain County Live In A Working Family That
doesn’t Toearn Be Selfenough Sufficient
Board of Directors
Executive Members President Sandra Hodge - Oberlin College Vice-President Amy Szmania Rochester Township Trustee Past-President Cynthia Tomasch - PolyOne Corporation Treasurer Cheryl McKenna Community Foundation of Lorain County Secretary Wendy Holliday National Association of College Stores
Members Edward Baker Buckeye Advisors, LLC Doug Bloomfield Nordson Corporation Keith Brown Lorain County Community College Karen Cook Nord Family Foundation James Dowdell Invacare Corporation Edwin Garcia Lorain Metropolitan Housing Authority
Members Rebecca Grunick KeyBank Thomas Hoover Thomas J. Hoover & Company Jennifer Kennedy Kennedy Marketing Solutions Gregory W. Kulow EMH Regional Healthcare System Jose Matos Community At-Large (College Student) Amie Richason Mercy Health Partners Carrie Sechel Deloitte Tax LLP
United Way of Greater Lorain County • 1875 North Ridge Road East, Suite H, Lorain, OH 44055 • www.uwloraincounty.org