UNITED WAY OF KENOSHA COUNTY 2012 ANNUAL REPORT
OUR VISION United Way envisions a world where all individuals and families in Kenosha County achieve their human potential through education, financial stability and healthy lives. Imagine a community that fosters hope and opportunity for everyone. A community where … • • •
All children receive a quality education that offers a pathway to a brighter tomorrow. The cycle of poverty and financial dependence ends, and productive livelihoods begin for even the most disadvantaged. Everyone receives effective health care that improves their quality of life.
MISSION To improve lives by mobilizing the caring power of community to advance the common good. To do this we will … • • • •
Ignite a social movement, and thereby mobilize Kenosha County to action – to give, advocate and volunteer to improve the conditions in which they live. Galvanize and connect all sectors of society – individuals, businesses, nonprofit organizations and government – to create long-term social change that produces well-educated, financially stable and healthy individuals and families. Raise, invest and leverage funds annually to create and support innovative programs and approaches to generate sustained impact in our community. Hold ourselves accountable to this cause through our steadfast commitment to continually measure – in real terms –improvement in education, income and health.
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MESSAGE FROM LEADERSHIP
On behalf of the many volunteers, professional staff, our board of directors and the nearly 12,500 individuals that were touched by United Way in 2012, we thank you, our community donors, for your continued support and confidence in the United Way of Kenosha County. The United Way has gone through many changes in the past few years that have strengthened our position in the community and most important, improved our service to our funded partnering organizations. Our new chief executive officer, Tracy Nielsen, has brought a wealth of knowledge and experience to our community from her previous work with United Ways in California and Racine. As you will witness, her energy and enthusiasm for building a strong United Way organization in Kenosha will continue to lead us on a path of success and opportunity. Our offices have changed as well. In May of 2012 we moved to our new home at 5500 6th Ave, Suite 210 in downtown Kenosha. We are now located in the same building as the Kenosha Area Business Alliance (KABA) and the Jockey retail store. It is a warm and friendly environment and we welcome everyone to visit. While change may have positioned us in a new location it has not changed our strong position in our community. This annual report highlights some of the most important services and partnerships that your United Way has been actively engaged in during this past year. Our work is vital to the strength of our community and we could not have accomplished so much without the extra ordinary efforts of our dedicated staff, motivated volunteers and generous donors. YOU make this work happen!
Dr. Bryan Albrecht United Way Board President President, Gateway Technical College
Tracy L. Nielsen United Way Chief Executive Officer
CONTENTS BOARD, STAFF AND VOLUNTEERS 4 OVERVIEW OF INVESTMENTS 5 EDUCATION 6 INCOME 8 HEALTH 10 CAMPAIGN/CONTRIBUTORS 12 DAY OF CARING/DAY OF ACTION 14 FINANCIALS 15
BOARD, STAFF AND VOLUNTEERS Board of Directors President: Dr. Bryan Albrecht, Gateway Technical College Incoming President: Jennifer Dooley, Dooley & Associates Vice President: William Roberts, Abbott Laboratories Treasurer: Laurie Staves, Kenosha County Secretary: Len Iaquinta, Excellence in Communication Doug Baker, Kenosha Public Library Jen Fisher, Jay-Bee Collision and Repair Center Virgil Gentz, Town of Paris Dr. Michele Hancock, Kenosha Unified School District Vince Incandela, LMI Packaging Solutions Thomas Kelley, United Hospital System Lawrence Kirby II, Second Baptist Church Anne Knapp, Kenosha Education Association Paul Modica, WE Energies Chris Olson, Aurora Medical Center Louise Paskey, Community Volunteer Craig Phillips, CN Consulting, Inc. Jane Schaefer, University of Wisconsin - Parkside Aaron Trautwein, Carthage College
United Way recruits people and organizations from all across the community who bring the passion, expertise and resources needed to get things done. Volunteer Committee
Labor Advisory Committee
Kimberley Miller (Chair) Cindy Altergott Geri Cucunato Mark Culotta Dave Fountain Casey Jones Bill Roberts
Geri Cucanato Mike Goebel Anne Knapp Mary Modder Dale Seianas Mike Underhill
Finance Committee Laurie Staves (Chair) Doug Baker Barna Bencs Thomas Kelley Chris Larsen
Human Resources Committee Matthew Carlson Jeff McKeown Chris Olson Louise Paskey
Community Impact Oversight Committee Bill Roberts (Chair) Jen Fisher Rev. Lawrence Kirby Jennifer Madore Craig Phillips Aaron Trautwein
United Way Staff
Tracy Nielsen Chief Executive Officer Bonnie Butler Finance Associate/ Volunteer Coordinator Geri Cucunato Administrator Laurie McDonald Volunteer Income Tax Assistance (VITA) Coordinator Erin Morey Community Impact Specialist
Dale Seianas AFL-CIO Community Services Liaison
Jennifer Dooley Jayne Herring Alicia Smales
Sherry Westhoff Finance Manager
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OVERVIEW OF INVESTMENTS
CREATING THE OPPORTUNITIES FOR A GOOD LIFE FOR ALL BY FOCUSING ON:
HELPING CHILDREN AND YOUTH ACHIEVE THEIR POTENTIAL
PROMOTING FINANCIAL STABILITY AND INDEPENDENCE
IMPROVING PEOPLE’S HEALTH
DESIRED OUTCOMES CHILDREN AND YOUTH IMPROVE ACADEMIC ACHIEVEMENT CHILDREN AND YOUTH DEMONSTRATE POSITIVE ENGAGEMENT AT SCHOOL AND IN THEIR COMMUNITY
INDIVIDUALS IMPROVE LIVING AND EMPLOYABILITY SKILLS
INDIVIDUALS DEMONSTRATE SKILLS FOR HEALTHY LIVING
INDIVIDUALS DEMONSTRATE MANAGEMENT AND ACQUISITION OF ASSETS
INDIVIDUALS ACCESS HEALTH AND SAFETY RESOURCES
Advancing the Common Good Everyone deserves opportunities to have a good life: a quality education that leads to a stable job, enough income to support a family through retirement, and good health. Advancing the common good is less about helping one person at a time and more about changing systems to help all of us. We are all connected and interdependent. We all win when a child succeeds in school, when families are financially stable, when people are healthy. United Way’s goal is to create long-lasting changes by addressing the underlying causes of these problems. Living united means being a part of the change. It takes everyone in the community working together to create a brighter future.
Give. Advocate. Volunteer. LIVE UNITED.
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ADVANCING EDUCATION, INCOME AND HEALTH ACROSS KENOSHA COUNTY Education is the cornerstone of individual and community success. But with more than 1.2 million children dropping out each year, America faces an education crisis. The cost? More than $312 billion in lost wages, taxes and productivity over their lifetimes. These trends are reversible, but only when communities and public, private and nonprofit sectors work together.
Through a volunteer-led review process, United Way of Kenosha County invests in education programs such as: • • • • • • •
Big Brothers/Big Sisters’ One-to-One, Outcome Based Mentoring Program ELCA Urban Outreach’s Grace Safe Place Youth Summer Program Kenosha YMCA’s Frank Neighborhood Project Kenosha Achievement Center’s HANEN Program Boys and Girls Club’s Youth Empowerment Program Girl Scouts of Wisconsin Southeast’s Urban Outreach Initiatives Peace Learning Circles
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ADVANCING EDUCATION, INCOME AND HEALTH ACROSS KENOSHA COUNTY YOUTH AS RESOURCES (YAR)
Kenosha County Youth As Resources (YAR) is a grant-giving program which funds youth-designed, youth-led community service projects in Kenosha County. Youth, with guidance from adults, determine the project they believe will address a need in their community. Youth groups may apply to Kenosha County YAR for grants of up to $500 which may be used to purchase supplies for the project, but may not be used to pay for volunteer time. The YAR Board reads all applications and invites youth groups to present their proposals directly to the board. Kenosha County YAR was developed out of a need – a need to make the youth of Kenosha County feel more connected to their community. According to results from a 2010 Search Institute Survey of Kenosha County youth, only 27 percent feel that they are given useful roles in the community. An even lower 25 percent of youth feel that adults value them. YAR is a program of United Way of Kenosha County in partnership with Kenosha County University of Wisconsin-Extension.
2011-2012 results: • 14 grants funded • $4,870 distributed • 371 youth participants
Each year, as part of the national “Read Across America” event that celebrates the birthday of Dr. Seuss, United Way of Kenosha County organizes “Readers are Leaders” to share the joy of reading with local elementary school students.
2005-2012 results: • 86 grants funded • $30,920 distributed • 3,259 youth participants
READERS ARE LEADERS
In 2012, the fourth year of the program, more than 70 local leaders volunteered their time to read at 12 elementary schools across Kenosha County.
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ADVANCING EDUCATION, INCOME AND HEALTH ACROSS KENOSHA COUNTY As many as one-third of working Americans do not earn enough money to meet their basic needs. Wages have not kept pace with the rising cost of housing, healthcare and education and currently, 40 million Americans are working in low-paying jobs without basic health and retirement benefits. For families walking a financial tightrope, unable to save for college, a home or retirement, United Way is here to help.
Through a volunteer-led review process, United Way of Kenosha County invests in programs that support financial stability, such as: • • • •
Kenosha Human Development Services’ Transitional Housing for Homeless Youth & Adults Kenosha Human Development Services’ Juvenile Crisis Intervention Kenosha Literacy Council’s Literacy for Life Adult Education Program Racine/Kenosha Community Action Agency’s Rental Assistance Program
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ADVANCING EDUCATION, INCOME AND HEALTH ACROSS KENOSHA COUNTY VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM In an effort to promote financial stability and asset building in our community, the Kenosha VITA Coalition (United Way of Kenosha County, the Kenosha County Job Center and Carthage College) together with IRS-certified volunteers are providing free income tax preparation assistance to low-to-moderate-income families. Program Goals: To help low-to-moderate-income families (up to $49,000) with tax preparation, taxpayers are assisted with receiving tax credits such as the Earned Income Tax Credit (EITC), a commonly overlooked credit that may add more than a month’s worth of salary to the individual or family’s annual income. According to the IRS, 25 percent of taxpayers who qualify for the credit do not apply for it.
What are you going to do with the tax refund you received through VITA?
In the 2011 Tax Season: • 72 individuals participated as volunteers assisting in tax preparation • 1,633 state and federal tax returns were filed • More than $1.2 million in refunds were returned • For every $1 spent on the Kenosha County VITA Program $62.92 was received back to our community to help financially boost hard working families!!!
Therefore, a program goal is to provide financial literacy education to Kenosha County residents to promote selfsufficiency through wealth building and debt-reduction outreach programs for those outside the financial mainstream. Assets give people a stake in their future and in their community.
In the past three years, the VITA Program has brought back $3,450,000 in refunds to Kenosha County!
Find more information about VITA at www.kenoshaunitedway.org/VITA.
IMPACT @ 2-1-1 During 2012, United Way of Kensha County provided support for IMPACT @ 2-1-1. This is a FREE information and referral service hotline available 24 hours a day, 7 days a week to all Kenosha County residents, as well as Milwaukee, Racine, Ozaukee and Washington counties. 2-1-1 provides a quick, easy-to-remember way to access community information like: • • • • • •
Basic human services Medical and mental health services Financial and legal assistance Programs for children, youth and families Opportunities to give help Support for community crisis or disaster recovery UNITED WAY OF KENOSHA COUNTY 2012 ANNUAL REPORT - 9
ADVANCING EDUCATION, INCOME AND HEALTH ACROSS KENOSHA COUNTY Whether it is a neighbor without health insurance, a victim of abuse or someone struggling with mental illness or an addiction, United Way is working to ensure everyone has access to affordable and quality care. Through a volunteer-led review process, United Way of Kenosha County invests in programs that support health and safety, such as: • • • • • • • • •
Shalom Center’s Emergency Family Shelter Shalom Center’s Interfaith Network Nightly Shelter (INNS) Program Kenosha Area Family & Aging Services’ Emergency Food Boxes for Frail and Elderly Persons AIDS Resource Center of Wisconsin’s HIV Health Care Services ELCA Urban Outreach Center’s Western Kenosha County Prescription Assistance Program Women and Children’s Horizons’ Legal Advocacy Women and Children’s Horizons’ Children’s Services Kenosha Area Family & Aging Services’ Meals on Wheels Program Children’s Service Society of Wisconsin’s Child and Family Counseling Program
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ADVANCING EDUCATION, INCOME AND HEALTH ACROSS KENOSHA COUNTY
FAMILYWIZE DISCOUNT PRESCRIPTION PROGRAM Nearly 1,000 United Ways are partnered with FamilyWize in all 50 states to lower the cost of medicine by distributing free FamilyWize prescription drug discount cards. These free discount cards are for all individuals across the country. The discount card doesn’t make the medicine free, but with savings of up to 75 percent, it’s real help, right now. How the Card Works • Average savings: 35 percent, about $20 per prescription • Anyone can use it: employees, family or friends • No registration, activation or paperwork necessary • Accepted at 60,000 pharmacies nationally and 28 in Kenosha County • Covers all FDA-approved drugs • No cost to United Way, employers or card holders For individuals who... • Opt out of a medical plan • Aren’t eligible for benefits • Are part timers or new employees • Have HSA and High Deductible Plans • Need medicine that is not covered • Have a family member or friend without coverage
RESULTS: • In 2012, Kenosha County card users recognized $231,756 in savings and made 14,662 claims through the FamilyWize program. • Since the program began in 2007, Kenosha County has recognized $503,283 in savings and had 27,471 claims.
COMMUNITY SNAPSHOT In March 2012 United Way published the Community Snapshot, in partnership with UW - Extension. This document is organized into three sections: education, income and health. Each section contains data collected as indicators that are measures of conditions. There are 17 indicators divided among the three categories. The trends in this document begin to tell the story about the current state of Kenosha County and help inform the United Way investment process. The health section has a number of health factors that affect the entire development process, including access to primary care providers, mental health, infant mortality rates and obesity. UNITED WAY OF KENOSHA COUNTY 2012 ANNUAL REPORT - 11
2012 CAMPAIGN Approximately 375 organizations and 2,300 individuals across Kenosha Couty invest in United Way annually. Snap-on Incorporated is United Way of Kenosha County’s largest corporate partner, and accounts for about 18 percent of the total campaign. The 2012 campaign total for the community is projected to reach $730,000. These dollars will be carefully invested throughout the year by local volunteers.
The Campaign Cabinet is a vital part of the United Way team. This diverse group of dedicated community leaders sets the strategic vision and goals for the campaign and ensures its success across a broad range of industries.
2012 Campaign Cabinet Dr. Gregory Woodward, Honorary Chair Lori Benson, Chair Dan Antonneau Terry Cina Stephanie Chirbas Pat Demos Edna Highland Wayne Koessl Lou Molitor Jennifer Rowntree Moskopf Louise Paskey Shannon Rollins Dennis Sherwood Alicia Smales Connie Wheeler
These organizations and their employees are advancing the common good by contributing more than $730,000 annually to build better, stronger places to live and work.
AAA Insurance/Travel Abbott Laboratories Affinia AIDS Resource Center of Wisconsin Alfa Laval, Inc. Allstate Insurance American Girl Andrea & Orendorff Associated Bank AT&T Aurora Health Care Bank of America Bank of Kenosha Beckart Environmental, Inc. Beckman Coulter Big Brothers/Big Sisters BMO Harris Boys & Girls Club/CYC Sports BRP US, Inc. Carthage College Caterpillar CFC of Lake County Illinois
Children’s Hospital of Wisconsin Children’s Service Society Chrysler Kenosha Engine Plant City of Kenosha CL Graphics CliftonLarsonAllen, LLP Collective Brands Columbia St. Mary’s Communications Workers of America ConAgra Foods, Inc. Crawford Orthodontics David Insurance David Pucci Agency, Inc. Edison International Educators Credit Union ELCA Urban Outreach Center Enterprise Products Enterprise Rent-A-Car Exelon aka Commonwealth Edison Express Employment Professionals First Midwest Bank Follet Library Resources
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Follett Software Company Gateway Technical College Girl Scouts of Wisconsin Southeast Gordon Food Service Hanover Insurance Harris Bank Hollister, Inc. Home Depot HOPE Council Horizon Milling Hospice Alliance, Inc. Hospira Huntsman Polyurethanes I.B.M. IEA, Inc. Illinois Tool Works Integrys Energy Group - Retirees Intel Jay-Bee Collision Repair Center JC Penney Jerry Werwie Insurance Johnson and Johnson
These organizations and their employees are advancing the common good by contributing more than $730,000 annually to build better, stronger places to live and work.
“We make a living by what we get. We make a life by what we give.” - Winston Churchill Johnson Controls, Inc. Johnson Financial Group JP Morgan Chase & Co. JustGive.org Kenosha Achievement Center, Inc. Kenosha Area Business Alliance Kenosha Area Chamber of Commerce Kenosha Area Family & Aging Services Kenosha Beef International Kenosha County Kenosha Human Development Services Kenosha Literacy Council, Inc. Kenosha News Publishing Co. Kenosha Newspaper Guild Local 34159 Kenosha Unified School District Kenosha YMCA Knaack Manufacturing Co. Kohl’s Department Store L & M Corrugated La Quinta Liberty Mutual Macy & Co., Inc. Manpower Marshalls Master Lock Company Mayer Drug, Inc. Michling Hoffman Vinton Plaza & Wick PC Microsoft Middough Consulting Inc. Monsanto Fund Nationwide Nicor Gas Novartis Pharmaceuticals Corp Ocean Spray Cranberries, Inc.
Office Max PACTIV Pepsico Foundation Pflug Insurance Agency, Inc. Platinum Systems, Inc. Red Lobster Rockwell Automation Rotary Foundation of Kenosha West, Inc. Sanmina SCI SC Johnson Wax Fund Senior Community Services of SE WI. Inc. Shalom Center of the Interfaith Network Sheet Metal Workers’ Local 18 Shopko Department Store SimplexGrinnell Snap-on Incorporated Southeastern WI Building Trades Council Southern Lakes Credit Union Southport Bank State Farm Insurance State of Wisconsin Stinebrink’s Piggly Wiggly SuperValu, Inc. Swiss Re Talmer Bank and Trust Target 2251 TC Industries, Inc. TD Ameritrade Teamsters Local 43 TruStone The Clubhouse Pub & Grille The Max Time Warner Cable Tri City National Bank
True Value Central Ship True Value Harvard Trustmark Foundation UAW SE Wisconsin, Area CAP Council Underwriters Laboratories Union Pacific Railroad National United Food and Commercial Workers United Health Group United Hospital System United Lodge 66 Machinist Union United Technologies United Way for Southeastern Michigan United Way of Central Indiana United Way of Greater Milwaukee United Way of Greater Philadelphia & Southern New Jersey United Way of Kenosha County United Way of Metropolitan Atlanta University of Wisconsin - Parkside UPS Vista International Packaging, LLC Walgreen’s Wal-Mart WE Energies Wellpoint Wells Fargo Wheaton Franciscan Healthcare WoMen and Children’s Horizons, Inc. Xcel Energy Foundation * This list was compiled as of February 2013. We apologize if your organization has been inadvertantly omitted. Please call 262-658-4104 with questions.
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DAY OF CARING United Way of Kenosha County organizes several large-scale volunteer efforts each year to help connect individuals and employees with the local community and our partner organizations. Day of Caring is held annually in September and in 2012, 175 volunteers got active to help out at the following sites: ELCA Urban Outreach Center First Step Services Girl Scouts of Wisconsin Southeast Giving Back / Kenosha First Assembly Hospice Alliance (Hospice House) Keep Kenosha Beautiful - Nash Park Keep Kenosha Beautiful - Poerio Park Keep Kenosha Beautiful - Pennoyer Park - Simmons Kenosha First Assembly Shalom Center The Sharing Center Urban League of Kenosha Walkin’ In My Shoes Westosha Senior Community Center Women & Chidrens Horizon Nifty Thrifty
Be part of the change. We are ALL in this together. Across the country United Ways celebrate June 21, the longest day of the year, as Day of Action. It is the day we stand up for ourselves, our friends, our families and our community to pledge to change the course of our future.
DAY OF ACTION - BARE NECESSITIES DRIVE
Here in Kenosha County, United Way works in partnership with local businesses and nonprofits to ensure that individuals and families have the items they need.
THANKS TO CORPORATE DONORS!!!
Alfa Laval Bank of Kenosha - North Bank of Kenosha - South Brookside Nursing Home Herzing University Honeywell Horizon Milling Jockey Kenosha Visiting Nurses LMI Packaging Miss Pole Snap-On Incorporated
Care Net Family Resource Center Children Services Society of Wisconsin ELCA Urban Outreach Center First Step Transitional Day Shelter Frank Neighborhood Project - Kenosha YMCA Genesis House of SE WI Hope Council Second Baptist Mission Ministry Shalom Center The Sharing Center Urban League of Racine & Kenosha Walkin’ in My Shoes
Sundyne Corp Tri-City National Vista International Wal-Mart Dental Associates DW Davies Ethnic Elders First Student Bus Company UAW Local 72 Kenosha AFL-CIO Labor Council UFCW Local 1473 Wisconsin Vision
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FINANCIALS FISCAL YEAR ENDED JUNE 30, 2012 STATEMENT OF FINANCIAL POSITION
STATEMENT OF ACTIVITIES ASSETS REVENUE AND OTHER SUPPORT $113,198 $745,022 Cash and cash equivalents Gross campaign results 811,834 (90,133) Certificates of deposit Less: donor designations 264,256 Pledges receivable (net) Less: provision for 7,533 (13,874) Prepaid and other current assets uncollectible pledges 17,858 641,015 Office equipment (net) Net campaign revenue $1,214,679 22,880 TOTAL ASSETS Contributions - In-kind gifts 19,194 Contributions - all other 17,866 All other LIABILITIES AND NET ASSETS TOTAL REVENUE AND OTHER SUPPORT 700,955 LIABILITIES Accounts payable and accrued expenses $48,752 ALLOCATIONS AND EXPENSES 63,726 Designations payable 112,478 Total liabilities Program Services: 446,302 Community Program grants 158,278 NET ASSETS Community Impact 120,889 Unrestricted: Community Services 144,706 309,333 Board designated Management and General 64,074 69,275 Undesignated Campaign/Fundraising 723,593 Temporarily restricted 1,102,201 Total net assets TOTAL ALLOCATIONS AND EXPENSES 934,249 (233,294) TOTAL LIABILITIES AND NET ASSETS CHANGE IN NET ASSETS $1,214,679 NET ASSETS, BEGINNING OF YEAR 1,335,495 $1,102,201 NET ASSETS, END OF YEAR
Based on our fiscal responsibility and transparency of our financial operations, you can find additional financial documents on kenoshaunitedway.org, which includes copies of our IRS 990 and our unqualified audit report. Please call 262-658-4104 if you have additional questions.
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STAY IN TOUCH 5500 6th Avenue, Suite 210 Kenosha, Wisconsin 53140
tel 262.658.4104 fax 262.658.2005
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United Way of Kenosha County