2013 14 annual report final pg 1 48

2013-14

ANNUAL REPORT

UNITED WAY 2013-14 Annual Report Final pg 1-48.indd 1

HFUW.ORG

HEART OF FLORIDA

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“ MISSION: OUR ” TO IMPROVE LIVES BY MOBILIZING THE

CARING POWER OF OUR COMMUNITY

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TABLE OF CONTENTS A Joint Message from the Board Chair and President/CEO...................... 4 A Collaborator......................................................................................... 6 Collaborating on Education..................................................................... 8 Collaborating on Income....................................................................... 10 Collaborating on Health........................................................................ 12 Collaborating on Basic Needs............................................................... 14 2013-2014 Partner Agencies................................................................ 16 A Convener............................................................................................ 18 Collective Impact for Kids..................................................................... 20 Convening Volunteers............................................................................ 22 Women’s Leadership Council................................................................. 24 Emerging Leaders................................................................................. 26 A Contributor......................................................................................... 28 Contributing Resources......................................................................... 30 Contributing Financial Capacity........................................................... 32 A Campaigner....................................................................................... 34 Fundraising Campaign......................................................................... 36 Chef’s Gala............................................................................................ 38 Leadership Giving................................................................................. 40 Alex de Tocqueville................................................................................ 41 Victory Celebration................................................................................ 42 Our Volunteers....................................................................................... 44 Board of Directors................................................................................. 46

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Heart of Florida United Way’s impact is felt every day. This year provided some unique opportunities to see that impact in action.

A delay in government grants threatened dozens until United Way stepped in with $750,000 in emergency funding.

Children’s Summit became such a catalyst for community change that it spun into multiple events. And the Healthy Youth Collaborative demonstrated how powerful a holistic, cross-sector effort can be.

Each time United Way stepped out, we showed our strength of influence as a convener, collaborator, contributor and campaigner. United Way is each of those in every area of our work, and that is as impactful as the $26.6 million we managed and distributed to those in need.

On behalf of the hundreds of thousands of lives touched by United Way’s work, thank you to our volunteers, donors and supporters who made this year possible.

2013-14: THE YEAR IN REVIEW

34 OU TO F

A JOINT MESSAGE FROM

THE BOARD CHAIR & PRESIDENT

CLIENTS IMPROVED THEIR HEALTH

97

%

of clients remained stable following United Way intervention

66,344 CLIENTS RECEIVED

EMERGENCY ASSISTANCE

9,400 MORE THAN

STUDENTS SERVED

THIS YEAR THROUGH UNITED WAY PROGRAMS

65

% %

OBTAINED

FAMILY-SUSTAINING

EMPLOYMENT

58,717 VOLUNTEER HOURS

LIVE UNITED,

John Moskos

Robert H. (Bob) Brown

Board Chair, HFUW

President/CEO, HFUW

4

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INVESTED $1 IN PREVENTION

Invested in

70

programs with 49 partner agencies

$$7 SAVED IN INTERVENTION

400,441 total clients served

49% of clients served were children (ages birth to 19)

26.6 MILLION

$

RAISED, MANAGED & DISTRIBUTED

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United Way’s ability to work in concert with partners agencies, business, government and civic leaders helps to ensure that most effective and efficient solutions to community problems can be found. Collaboration taps into different perspectives and areas of expertise to create a holistic approach to things like education, parenting or employment.

COLLABORATOR “

REACH OUT A HAND TO ONE AND

INFLUENCE THE CONDITION OF ALL

”

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EDUCATION

INCOME

HEALTH

BASIC NEEDS 7

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COLLABORATING ON

EDUCATION CREATING

OPPORTUNITIES United Way’s $2.5 million investment into cradle to career programs this year means access to quality, early education, mentoring and literacy programs for older grade levels and innovative tools for college and tech school-bound students.

STUDENTS HELPED BY UNITED WAY-FUNDED PROGRAMS:

85 of children were developmentally on target

%

89 of children demonstrated kindergarten readiness

%

78

%

of children and youth were performing at grade level in reading/math

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UNITED WAY

AT WORK: TOGETHER FOR TOMORROW

Over 800 Together for Tomorrow volunteers clocked 8,298 hours at 14 schools last year.

WHAT MATTERS

“

Service learning has dramatically improved the quality of my course curriculum and has given the Together for Tomorrow program and schools more volunteers.

Doreen Collins-McHugh Psychology Professor, Seminole State College

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”

A truly successful collaboration benefits everybody. A case in point is the collaboration between United Way, AmericaCorps/VISTAS, Seminole State College and Pine Crest Elementary School in Sanford. The pieces came together when United Way funded a VISTA position for Katie Kochan at Pine Crest Elementry as part Schools and Communities: Together for Tomorrow, a U.S. Department of Education initiative. Tasked with creating a volunteer program for Pine Crest, she partnered with Seminole State College psychology professor Doreen Collins-McHugh for a service learning experience. Initially, psychology students volunteered as tutors and mentors at

the Title I school. It’s evolved now to be part of Collins-McHugh’s curriculum.

Pine Crest students now have the benefit of one-on-one tutoring, counseling and mentoring. The school grew its volunteerism 418% from 2013 to 2014.

Service learning gives Seminole State students the experience of applying concepts and theories to real-life situations.

The program has also given Katie a new career path. “I now know I’m going to do something with kids. I’ve never been happier. United Way makes such a large impact on the community. It strives for results and it gets results,” she says.

9,400 MORE THAN

STUDENTS SERVED

THIS YEAR THROUGH UNITED WAY PROGRAMS

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COLLABORATING ON

INCOME IMPROVING FINANCIAL

STABILITY

Budgeting tools, job training and financial counseling provide real solutions to families struggling to find financial stability. United Way funds programs to support the areas that impact the wallet the most, such as subsidized childcare, affordable housing, credit fees and more.

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CLIENTS HELPED BY UNITED WAY-FUNDED PROGRAMS:

63

%

improved their employability skills

89 accessed public and/or employer benefits to increase income supports

%

36

%

increased savings

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UNITED WAY

SECOND HARVEST

AT WORK: CULINARY TRAINING PROGRAM

Culinary student Victor Hernandez (left) and Chef Israel Santiago (right) discussing details of a new recipe before the students practice preparing the dish.

WHAT MATTERS

“

My lack of skills, education, and self-confidence as well as a speech impairment were keeping me from getting a job. The Second Harvest Culinary Program gave me the job skills, life skills, and confidence to get my first culinary job at Compass-USA. I now have hope for my future that I didn’t have before.

Luis Fuentes Graduate of Second Harvest Food Bank’s Culinary Training Program

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”

If you spotted an ad that read: Free job training- guaranteed position on legitimate career path, would you dismiss it as a scam or something too good to be true? An opportunity like that really exists, thanks in part to United Way funding. It’s the Second Harvest Food Bank’s Culinary Training Program. Up to 15 students per class go through 14 weeks of intensive culinary training and emerge with jobs and new life skills, putting them on the path to financial stability.

When the program launched in 2013, Heart of Florida United Way contributed $234,000 in funding. It’s specifically aimed at disadvantaged adults who need a second chance. That second chance completely changed the life of Luis Fuentes, whose stutter made it hard for him to hold a job. When he graduated the culinary program, he landed a job at Compass-USA, which handles Siemen’s corporate dining. Shortly afterwards he was promoted from line cook to sous chef.

“I now have hope for my future that I

didn’t have before,” said Fuentes.

65

CLIENTS HELPED BY UNITED WAY-FUNDED PROGRAMS:

%

OBTAINED

FAMILY-SUSTAINING

EMPLOYMENT

11

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COLLABORATING ON

HEALTH DEVELOPING HEALTHY

FAMILIES

United Way-funded health initiatives run the gamut from nutritional knowledge and access to healthy foods to HIV/AIDS support and dental care for kids. Additionally, United Way’s holistic view on education mandates that student health needs are addressed right alongside academic needs, giving families an increased opportunity to thrive.

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CLIENTS HELPED BY UNITED WAY-FUNDED PROGRAMS:

92 of parents/ caregivers improved their parenting skills

%

90 of children demonstrated age appropriate levels of developmental functioning

%

97

%

of middle school aged youth received medical and/or mental health care

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UNITED WAY

AT WORK:

“

I don’t go to clinics and I don’t go to hospitals with my father, so to have the Teen Xpress bus here at school, it lets me know what’s going on with my health when I need it.

Kerry Milor Carver Middle School 8th grader

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”

Splashed with bold colors and flashy graphics, the Teen Xpress grabs attention whenever it rolls on campus.

It’s the attention-getter, but it’s only one component in the Healthy Youth Collaborative. A three-year United Way grant totaling $432,000 is funding this initiative between the City of Orlando After School All Stars, Orange County Public Schools and Orlando Health to provide integrated, year-round medical, mentoring and academic support to students at Carver and Memorial Middle

schools. The populations at these two schools are on 100% free and reduced lunch, making them among the most atrisk students in the county.

The city’s After School All Stars provides prevention and intervention programs, while Orlando Health’s Teen Xpress gives medical and mental health services. It’s an ideal example of United Way’s holistic approach to education support.

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CLIENTS HELPED BY UNITED WAY-FUNDED PROGRAMS:

F

WHAT MATTERS

COLLABORATIVE

OU TO

Kerry Milor receiving an eye exam on the Teen Xpress Bus at Carver Middle School.

HEALTHY YOUTH

CLIENTS SERVED

IMPROVED THEIR HEALTH

13

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COLLABORATING ON

BASIC NEEDS ALLEVIATING HUNGER &

HOMELESSNESS

14

The struggle for basic needs is not just about the unemployed. Studies estimate up to a third of Central Florida workers don’t earn enough to keep up with food, housing and utility expenses. In addition to funding numerous programs to assist with alleviating hunger and homelessness, United Way’s 2-1-1 Information and Referral Service is a vital lifeline for anyone facing crisis.

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CLIENTS HELPED BY UNITED WAY-FUNDED PROGRAMS:

97

%

remained stable following United Way intervention

95 of households received mainstream resources

%

100

%

of households were screened for mainstream resource eligibility

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UNITED WAY

CASE MANAGEMENT

AT WORK: SERVICES FOR VETERANS

Army Veteran Caridad Gonzalez in her new apartment.

WHAT MATTERS

“

I love it here,” says Gonzalez. She says before coming to Orlando, she didn’t know anything about United Way, but she now she sees United Way as angels. Her Case Manager says through it all, Gonzalez never showed any signs of fear or distress, she was always positive. To that, Gonzalez simply says, “I never give up hope.

— Caridad Gonzalez

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”

It’s hard to accept that a Columbia-educated Army Flight Nurse could end up homeless at age 72, but it happened to Caridad Gonzalez.

Seriously injured after an accident during basic maneuvers at Fort Jackson, South Carolina, Gonzalez was almost immediately afterward diagnosed with stage 4 breast cancer. That was the start of decades-long health battles that prevented her from working. After being widowed, she moved in with her daughter in Georgia, but a falling out forced her to stay with distant cousins in Orlando, who then pocketed her disability payments and pressured her to leave.

manager said “was a completely inappropriate and unacceptable environment for her.”

Veteran’s Affairs asked United Way for help when Gonzalez’s desperation led her to consider moving to a half-way house, a place her United Way case

“I never give up hope,” says Gonzalez, “and I love it here. ” She says before coming to Orlando, she didn’t know anything about United Way, but she now she sees United Way as “angels.”

The case manager instead fought to place Gonzalez at the Plymouth Apartments in Winter Park. United Way vouched for her income, provided rent assistance, bus passes, a free SafeLink phone and helped her apply for food stamps. The case manager was still not satisfied because Gonzalez was sleeping on the floor; she had no bed. So the case manager pushed for United Way to buy Gonzalez an air mattress until the apartment could be fully furnished.

66,344

CLIENTS RECEIVED

EMERGENCY ASSISTANCE 15

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HEART OF FLORIDA UNITED WAY

2013-2014 PARTNER AGENCIES

“ WE ALL WIN! ” OUR PARTNERS Over the course of the recession, United Way affirmed its focus on prevention – helping people become healthier,

safer and more financially stable. While still responding to immediate needs, United Way and our partner agencies continue to focus on the future. Investing in Results is more than United Way’s funding model – it’s also our philosophy. Together, United Way and our partner agencies are strategically investing and positively influencing lasting change in our community.

Adult Literacy League, Inc.

When kids succeed in school, when families are financially stable, when all residents have food and shelter and when our neighborhoods are safe,

Boys & Girls Clubs of Central Florida, Inc.

Christian Service Center for Central Florida, Inc.

CredAbility/Consumer Credit Counseling Service of Central Florida

Catholic Charities of Central Florida, Inc.

City Year Orlando

Devereux Florida

The Center for Drug-Free Living, Inc.

Coalition for the Homeless of Central Florida, Inc.

Edgewood Children’s Ranch, Inc.

B.E.T.A. Center, Inc.

Center for Independent Living in Central Florida, Inc.

Community Based Care of Central Florida

Grace Medical Home

Big Brothers Big Sisters of Central Florida

Children’s Home Society of Florida – Central Florida Division

Community Coordinated Care for Children, Inc. (4C)

Christian Help Foundation

Community Health Centers, Inc.

After School Programs, Inc. American Red Cross of Central Florida Apopka Family Learning Center

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Goodwill Industries of Central Florida

GROWS Literacy Council, Inc. Harbor House of Central Florida

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Investing in Results 2013-2014 Portfolio

OUR IMPACT 70 Programs Total

30% 25% 27% ● Health ● Education

18%

27 18 17 8

● Income ● Alleviating Hunger & Homelessness

Healthy Start Coalition of Orange County, Inc.

Legal Aid Society of the Orange County Bar Association, Inc.

Hebni Nutrition Consultants, Inc.

Lighthouse Central Florida

Help Now of Osceola, Inc.

Meals on Wheels Etc., Inc.

Rescue Outreach Mission of Central Florida

Hope CommUnity Center

Orlando Community & Youth Trust

Safehouse of Seminole

The Howard Phillips Center for Children & Families

Orlando Day Nursery Association, Inc.

The Salvation Army of Orange County

Jewish Family Services of Greater Orlando, Inc.

Orlando Neighborhood Improvement Corporation

The Salvation Army of Seminole County

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Osceola Council on Aging, Inc. PACE Center for Girls

●  Developing Healthy Children & Families ●  B uilding Safe Communities Through Education ●  I mproving Financial Stability ●  A lleviating Hunger & Homelessness

Second Harvest Food Bank of Central Florida, Inc. Seminole County Bar Association Legal Aid Society Seniors First, Inc. Winter Park Day Nursery, Inc.

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United Way’s ability to bring together different segments of the community is one of its biggest strengths. The capability to gather thought leaders, decision-makers, experts, advocates and front-line workers makes United Way a catalyst for real community change.

CONVENER “

IMPROVE LIVES BY MOBILIZING THE

18

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CARING POWER OF OUR COMMUNITY

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GIVE

ADVOCATE

VOLUNTEER 19

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COLLECTIVE IMPACT FOR KIDS

Central Florida needs to be a place where children can be safe and healthy so that they can thrive and succeed. But a closer look revealed that more could be done. In November 2013, Heart of Florida United Way and other partners convened the first Children’s Summit. More than 400 community members gathered to work towards creating collective impact strategies to improve conditions for area children. Participants brainstormed on four major issues: health, education, economic well-being and safety. That led the way to establishing action items, such as developing a data sharing

network among child welfare and education organizations and developing an infrastructure for additional collaboration. The tremendous response to Children’s Summit resulted in Children’s Summit 2.0: Discover Together.

This June 2014 partnership between Walt Disney World Resorts and United Way again brought together hundreds of child advocates committed to building the systems and structures needed to support Central Florida families and their children.

A visual representation of the priorities discussed at the initial Children’s Summit hosted by Walt Disney World at Coronado Springs Resort in November 2013.

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“

More than any other influence, positive relationships with adults are the key to kids’ success.

”

— Dr. Eugene C. Roehlkepartain The Search Institute

HOW DO WE BEST SUPPORT CHILDREN & FAMILIES? Ihit, te volum reniet quost,

Former Mayor Rich Crotty, chair of the Children’s Summit Host Committee.

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Rich Tamayo, Walt Disney World Resorts; Robert H. (Bob) Brown, Heart of Florida United Way; Nancy Gidusko, Walt Disney World Resorts; Dr. Helen Hadani, Center for Childhood Creativity; and Dr. Eugene C. Roehlkepartain, the Search Institute.

We all know that supporting children and unditiisnos volorum qui is families important, but quias what’s missing a definition what thatquatuscimod means. The goal of doloreroofvolorem theunt, Children’s Summit events to do just quiationet est lautare voles that — define what Central Florida must blam, iliti domagniatio to provide support.

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COMPASSION

IN ACTION

VOLUNTEER RESOURCE

Impact projects can have a lasting effect on a community and that’s what Day of Caring is all about. More than 2,232 volunteers from 56 local companies banded together for a massive, one-day volunteer effort in September 2013. The Hannibal Square Community Land Trust was one of the beneficiaries of that impact. A nonprofit that provides affordable housing within the Winter Park Community Redevelopment area, it owns eight homes that volunteers enhanced with new hurricane and burglary safety features.

CENTER

When the community has a need, the Volunteer Resource Center can rally helpers in the blink of an eye.

In addition to hosting three major community-wide volunteer events each year, the Volunteer Resource Center is skilled at matching volunteers to projects of interest and can also create custom events for corporate philanthropic projects.

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BY THE NUMBERS:

,590 6 VOLUNTEERS ,717 58 HOURS DONATED

It’s a real show of muscle when an organization like United Way can rally a summer book drive large enough to benefit more than 1,700 Central Florida children. In the weeks leading up to Day of Action, United Way put out the call for books. On June 23rd, the official Day of Action, over 400 volunteers fanned out to dozens of locations to deliver books to low-income children without access to summer reading materials. By providing up to four books per child, Day of Action helped to prevent a 25 percent decline in reading skills that can take place when kids don’t read over summer break.

22,676

books collected

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$1,299,983 TOTAL VALUE OF HOURS DONATED

23

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WOMEN’S LEADERSHIP COUNCIL Both prestigious and powerful, the Women’s Leadership Council is one of the area’s most notable philanthropic groups. Area women combine giving with volunteerism and awareness to address the critical health and social service issues that disproportionately affect women and children.

The Women’s Leadership Council’s 440 members give more than $830,000 annually.

FOCUS ON LITERACY

Women’s Leadership Council is an exciting group that has the ability to energize some of our most important community leaders to move on progressive, dynamic solutions.

Karen Dee Women’s Leadership Council, Chair Retired Bank Executive

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”

13 to 1

LOW INCOME HOMES

ACCESS TO BOOKS MIDDLE INCOME HOMES

“

Additionally, the Women’s Leadership Council hosts Women’s Leadership Luncheon, one of United Way’s key fundraising events. Funding from that event helps support the myOn® program for ten Title I Orange County schools. This dynamic program provides free access to a digital library of more than 6,000 books while giving kids reading support and guidance.

1

to 300

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WOMEN’S LEADERSHIP COUNCIL STEERING COMMITTEE Chair

Karen Dee

Sanda Harker

Vice Chair

Samantha Kearns-O’Lenick

Retired Bank Executive

Pat Engfer

Area Vice President and General Manager Hyatt Regency Grand Cypress

Linda Landman-Gonzalez

Tracy Barwick Tax Partner

Orlando Magic

Meredith Level

Lowndes, Drosdick, Doster, Kantor & Reed, P.A.

Yolanda Londoño

Joy Block

Mary Recchia Brown

Kathy Brown

Lisa A. Schultz

Fonda Cerenzio

Jill Schwartz

Val B. Demings

Jennifer Spooner

Patty DeYoung

Ellen Titen

Tracey Ellerson

Dr. Anne O. Wehr

Claire Fournier

Julie Wolf

Adventist Health System

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Community Philanthropist

Andrea Batchelor Orlando Ballet

Thumbprint Marketing Cerenzio & Associates Orlando Police Department (retired) Community Philanthropist BakerHostetler

Orlando Health

author of The Freedom Writers Diary

Platt Hall & Associates

University of Central Florida Lockheed Martin Corporation

Erin Gruwell,

Lawrie Platt Hall Harriett Lake

Tobi Allen

Education can do more than change socioeconomic status. It can change minds. That’s the message author Erin Gruwell brought to the 2014 Women’s Leadership Luncheon. When she encountered some dangerously prejudicial thinking among her students while teaching in Los Angeles, she immediately set them to reading The Diary of Anne Frank and Ziata’s Diary: A Child’s Life in Sarajevo. The students’ subsequent journals of their own life experiences became the best-selling book The Freedom Writers Diary. More than 700 attendees listened to her inspiring story and helped the Women’s Leadership Luncheon raise more than $100,000 for local education and literacy initiatives.

Florida Hospital

Chair Emerita

Helen Donegan

WOMENS LEADERSHIP LUNCHEON

UPS Florida District

Tupperware Brands Corporation The Recchia Group

CNL Financial Group Jill S. Schwartz & Associates, P.A. Cross, Fernandez & Riley, LLP ET Consultants AvMed

Wells Fargo

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EMERGING LEADERS Connect:

with other young professionals to share experiences and gain knowledge through networking and social events.

Serve:

by example. Professional and personal development opportunities, like Lunch with Leaders, allow members to enhance leadership skills.

Lead:

a group of caring professionals focused on influencing lasting change in Central Florida.

Join:

your community through volunteerism. Find your passion and get involved to make a difference.

SERVICE MINDED YOUNG

PROFESSIONALS

26

Central Florida is a region of up-andcomers. In fact, residents under 40 make up one of the largest segments of the local population, which speaks to the importance of United Way Emerging Leaders. They help fund United Way’s strategic efforts through annual leadership gifts of $1,000 or more. Emerging Leaders are uniquely positioned to capitalize on the fresh perspectives needed to engage peers with United Way through collaboration and networking events.

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EMERGING LEADERS COUNCIL Chair

Nicole Wilson

Tangie Isidro

Chair Emeritus

Nimit Kapoor

The Walt Disney Company

David Stahl, SunTrust

Amy Blackmon

Volunteer Solutions User

Patti Combs

Clear Channel Outdoor

Alisha Crudup

Starwood Vacation Ownership

Janet D’Anjou FARO

Christopher Evans Brasfield & Gorrie LLC

Mathew Hatcher

Lockheed Martin Corporation

Wesley Hunter

Ernst & Young, LLP PNC Bank

Jennifer Kent-Walsh

University of Central Florida

Megan Lanier

Winter Park Chamber of Commerce

Jose Gabriel Lopez

Raymond James & Associates

Christine MacDonald Merrill Lynch

Michael Morgan Morgan & Morgan

Mary-Beth Valley Roetzel & Andress

Andre T. Young

The Young Law Firm of Florida, LLC

Merrill Lynch

WHY DO I GET INVOLVED?

“

One of the best parts about being an Emerging Leader is the chance to work with kids. They’re always refreshing and inspiring and they’re so great at reminding all of us why we’re here.

”

— Andre T. Young The Young Law Firm of Florida, LLC

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Most people understand that United Way contributes funds to the community. But its role is much more dynamic than simply throwing money in the community chest. Being both wellfunded and agile lets United Way respond quickly to community crisis, allows it to recognize a golden opportunity, positions it to be a strategic player in capacity building and it provides the resources needed to serve as administrators.

CONTRIBUTOR “

CHANGE WON’T HAPPEN WITHOUT YOU

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$26.6

MILLION

RAISED, MANAGE AND DISTRIBUTED IN OUR COMMUNITY 2013-14 Annual Report Final pg 1-48.indd 29

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UNITED WAY CONTRIBUTES POWERFUL RESOURCES TO THE COMMUNITY United Way 2-1-1 is the direct line of communication between someone in distress and the help that they need. More than a third of clients need housing assistance. More than a quarter of them need utility assistance. And nearly half of them were asking for help for the first time. This incredible in-house resource is powerful enough to provide more than individual assistance. It’s prepared to assist in the event of a regional or even national crisis.

$576 MILLION

ECONOMIC IMPACT

EITC

Last year alone, United Way contributed to a $576 million economic in Central EARNED INCOME impact Florida through its Earned Income Tax Credit program, which educates people on this important but often overlooked tax break.

288,400

TAX CREDIT

More than 12,400 tax returns were filed for free through the United Way Volunteer Income Tax Assistance (VITA) sites, saving Central Floridians $3 million.

$550,000,000

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TOP 5 SERVICES REQUESTED:

1. Housing 2. Utilities 3. Food 4. Medical assistance 5. Mental health

3

PEOPLE HELPED BY

2-1-1 THIS YEAR average suicide intervention calls per day

1/2

Nearly of 2-1-1 contacts are made by first-time callers 10/9/2014 11:23:18 AM

For many students, the “information barrier” is one of the major obstacles in making college a reality. Adhering to deadlines and properly filling out applications for enrollment and financial aid significantly limit students from going college – especially those who might be the first in their families to ever apply. United Way collaborated with partners to launch the Central Florida College Access Network (CFCAN), a collective effort aimed at reducing barriers to post-secondary education for local students. The goal is to provide resources and support to students as they navigate the college enrollment process, and ultimately increase the amount of students who receive post-secondary credentials.

RYAN WHITE

CASE MANAGEMENT

ACADMEY

United Way serves as the lead agency for Ryan White Part B/General Revenue, a Florida Department of Health funded program that provides care and support to HIV/AIDS consumers in Orange, Osceola, Seminole and Brevard counties. In 2013-14, United Way managed and distributed $2.1 million in funds.

Case management is a challenging field requiring a special skill set.

That’s why United Way and University of Central Florida’s School of Social Work joined forces to launch the Case Management Academy in 2013.

Designed to enhance case management skills, this program offers continuing education credits to working professionals. Additionally, it encourages information sharing and holistic, cross-agency support for clients.

United Way distributes free FamilyWize prescription drug cards. Accepted nationwide at over 60,000 pharmacies, the FamilyWize card provides an average savings of $20 per prescription.

Gifts

In Kind Center

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The Gifts in Kind Center distributed more than $1.46 million in donated supplies and materials to local nonprofits. A 63% increase from the year prior.

GOING TO COLLEGE TEXTING PROJECT The best way to help students is to speak their language, which sometimes means texting.

Hence, the Going to College Texting Project was launched by United Way as part of the Central Florida College Access Network. Simple school specific text reminders of requirements, deadlines and other key information remove some of the barriers students can face when pursuing secondary education. It’s a proven tool that’s being welcomed by college and tech school-bound students.

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UNITED WAY CONTRIBUTES

FINANCIAL CAPACITY T In 2013-14, United Way supported 49 well-vetted partner agencies, providing them with the means for capacity building and sustainability.

This means our funding not only has a greater reach, it truly impacts all areas of our work.

Targets specific results in education, income, health and poverty

Provides direct service where needed to address service gaps

Recognizes and studies the complexity of need

Maximizes efficiency through volunteer leadership

Identifies gaps in support and allocates funds accordingly

Provides oversight to ensure measured results

Holds agencies accountable for using funds effectively

Adjusts to real-time needs in the face of crisis Brings expert community partners together to generate collective impact

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Multiplies your dollar with matching grant opportunities

Your United Way. Your Community.

10/9/2014 11:23:20 AM

TO INCREASE IMPACT $750,000

A new federal grant allocation system hit some snags in 2013, causing significant delays in funding to a number of Central Florida health and human services agencies.

Some were so hard hit they were faced with denying services or missing payroll. United Way stepped in with a $750,000 advance on grants that it would have been distributing to these same agencies later in the year.

“

ADVANCE

This really helps us. We can move past this financial crisis and get back to helping our clients.

— Andrew Powell, Executive Director of Rescue Outreach Mission in Sanford told the Orlando Sentinel

”

LEVERAGING YOUR DOLLAR

“

With every dollar invested by United Way, 4C is able to draw down $16 from the state of Florida. That is a stellar return on investment – 1600%. And more importantly, that brings another $16.2 million to Central Florida.

”

— Pat Frank, President of 4C

2013-14 Annual Report Final pg 1-48.indd 33

16

$

33 10/9/2014 11:23:21 AM

United Way’s credibility and capacity allows it to campaign for funds in a way smaller agencies simply would not be able to do on their own. It gives those small, but important agencies access to corporate dollars. Through its own work and the work of its partner agencies, United Way also advocates for the needs of the community with the influence that comes from decades of solid, results-driven effort.

CAMPAIGNER “

BRING TOGETHER THE PASSION, EXPERTISE AND

34

RESOURCES NEEDED TO GET THINGS DONE

2013-14 Annual Report Final pg 1-48.indd 34

” 10/9/2014 11:23:22 AM

$18.3

MILLION

RAISED IN 2013-14 WORKPLACE GIVING CAMPAIGN

2013-14 Annual Report Final pg 1-48.indd 35

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“

I want to say a very sincere ‘thank you’ to all of the individuals and companies who worked together to meet and exceed our 2013-2014 workplace campaign goal. While I am so grateful to see the progress we have made in our community, the needs are still great. Because there is still more work to be done, I have agreed to champion the United Way’s major gifts initiative, the Alexis De Tocqueville Society. This society honors and engages individuals who invest $10,000 or more in United Way’s critical mission, and unfortunately, Orlando is significantly behind in

36 2013-14 Annual Report Final pg 1-48.indd 36

this vital part of our campaign giving. When it comes to solving our city’s most critical issues like hunger and homelessness, poverty and lack of education, all of us must step up and work together for those who need it most. Thank you again to all who have contributed time, talent and treasure to this campaign.

Your dollars go far, but stay close to home.

— Thomas K. Sittema CEO, CNL Financial Group

”

10/9/2014 11:23:22 AM

CAMPAIGN KICK OFF

2013-14 CAMPAIGN CABINET

September means Kick Off. That’s when Heart of Florida United Way launches its fundraising campaign for the coming year. It’s a chance for United Way supporters and leaders to renew focus on United Way priorities and to celebrate the past year’s accomplishments.

Thomas K. Sittema, Chair

Joined by Stan Van Gundy, the Kick Off event culminated with the announcement of the fundraising goal, and the induction of the new campaign chair with the ceremonial passing of the red jacket.

Duke Energy

CNL Financial Group

Tony Massey, Vice Chair Massey Services, Inc.

John Moskos

Howard Phillips Center for Children & Families

Troy McNichols AT&T

Chair, Heart of Florida United Way Board of Directors

Robert Newland

Malcolm C. Barnes

John Pisan

Shawn Bartelt

Cathy Pope

WFTV Channel 9 & WRDQ Channel 27

David E. Fuller

SunTrust Bank, Central Florida

Randy A. Garfield

Disney Destinations and Walt Disney Travel Company

2013-14 Campaign Chair Thomas K. Sittema of CNL Financial Group led the effort to meet and exceed the goal of $18 million.

Marie Martinez

Sandy Hostetter

Career Partners International Wells Fargo Wealth Management Group Orange County Public Schools

Terry Prather

SeaWorld Parks & Entertainment

Joseph A. Sarnovsky

Seminole State College of Florida

Jeffrey R. Shafer CNL Securities Corp.

CNLBank, Central Florida

LOANED EXECUTIVES

“

Last year’s loaned executive experience was truly life changing!

My eyes were opened not only to the needs in our own backyard, but also to the amazing individuals that have committed their lives to helping those in need. I was truly inspired by what I saw, what I heard, and what I did. I have committed myself and my family to do more for our neighbors, as I know now that the amount of time or money that you invest in your local community can never be too small.

Beth Terray Schedule Deployment Manager Walt Disney World Resorts

2013-14 Annual Report Final pg 1-48.indd 37

”

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NEARLY $300,000 RAISED TO SUPPORT LOCAL PROGRAMS

A Tasteful Way to Make a Difference

2013-14 Annual Report Final pg 1-48.indd 38

A Tasteful Way to Make a Difference

Brimming over with both glamour and excitement, Chef’s Gala is easily United Way’s single largest fundraising event.

More than 1,000 guests pour into the beautiful Epcot® World Showplace for live

music, a spectacular silent auction and the chance to sample food from 20 of the area’s best chefs and wines from notable vineyards. The 2014 event raised nearly $300,000 for local nonprofit programs.

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“

95 CENTS OF EVERY DOLLAR GOES TO OUR NEIGHBORS IN NEED. CHEF’S GALA IS TRULY A TASTEFUL WAY TO MAKE A DIFFERENCE! — Dr. Antonia Novello Florida Hospital Chef’s Gala Co-Chair

2013-14 Annual Report Final pg 1-48.indd 39

”

Chef’s Gala’s Co-Chairs, John Pisan, Wells Fargo Wealth Management Group and Dr. Antonia Novello, Florida Hospital.

39

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LEADERSHIP GIVING When a person with influence stands up and says, “This is important,” others pay attention. That is what Leadership Giving is all about.

Leadership donors support the community with annual gifts of $1,000 or more, and in doing so, they make a declaration that supporting

The Impact of a Leadership Gift

United Way is not a casual act, it is something of real importance. Nearly 2,634 leadership donors contributed a combined total of $4,723,930 last year. Their commitment has a real impact on the community in that it provides critical funding while setting an example for others to follow.

$1000

LEADERSHIP GIFT

=

Unlimited online access for every student in a Title I school to nearly 4,000 e-books for 3 months.

Prenatal or postpartum care, patient education and case management for 10 mothers and their babies.

Job training, education and financial literacy classes to assist people in becoming economically self-sufficient.

Noontime meals for almost 1,000 hungry residents, including families.

2013 United Way Leadership Donor Appreciation Event at SeaWorld Orlando Because Leadership Donors are so highly valued, they receive special recognition during United Way’s annual Leadership Donor Appreciation event at SeaWorld Orlando.

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10/9/2014 11:23:29 AM

Alexis deTocqueville S •O •C •I •E •T •Y

Alexis de Tocqueville Society members represent the highest levels of personal philanthropy with annual gifts of $10,000 or more. This generosity makes a profound, life-changing difference for many residents. We are deeply grateful to all of our Alexis de Tocqueville members.

Ordre d’Egalité $50,000 to $74,999

Robert H. Brown & Mary Recchia-Brown

Richard & Mary Nunis

Mr. & Mrs. Giles K. Kemp Kyle V. Maryanski

Kevin & Linda Casey

Ernst & Young, LLP

Karen Dee

City of Orlando

Clarence Otis, Jr. & Jacqueline Bradley

Fifth Third Bank

William T. & Jennifer Dymond

Orlando Community & Youth Trust, Inc.

Jim Seneff

Stephen Fan

Darden Restaurants, Inc.

Mrs. Ramona Spears

Michael and Suzanne Fleming

Ellen & Reagan Rick Wayne P. & Dr. Robin R. Roberts

Lillian & Raymond Garcia

Michael & Theresa Ryan

Deryck Harmer

Mr. and Mrs. Tracy & Jerri Schmidt

PricewaterhouseCoopers, LLP

Darden Restaurants, Inc. CNL Financial Group

in memory of Mr. W. E. Jock Spears

Ordre d’Egalité $25,000 to $49,999 David Ruiz & Aida Carmen Vera UPS Florida District

Members de la Société $10,000 to $24,999

Heart of Florida United Way Ernst & Young, LLP

Lowndes, Drosdick, Doster, Kantor & Reed, PA China Pavilion

Bank of America

Tupperware Brands Corporation CNL Financial Group

April Hastings City of Orlando

Andrew Hyltin

CNL Financial Group

Jim & Elli Atchison

Mr. and Mrs. Kim A. Lopdrup

Carol and Barney Barnett

Alex & Juliet Martins

Robert D. Beard

Michael and Renee Mueller

SeaWorld Parks & Entertainment Publix Super Markets, Inc. Ernst & Young, LLP

Darden Restaurants, Inc. Orlando Magic

Orlando Health

David Lee Neel

Dick & Mary Nunis Charitable Gift Foundation

La Table Ronde des Million de Dollars

Dr. P. Phillips

Michael & Beth Pattillo Michael Powell Denise J. Riccio

Brad & Nancy Richmond

Ted Crowell

Central Florida Foundaton

Lowndes, Drosdick, Doster, Kantor & Reed, PA

CNL Financial Group

Jeff and Shelly Shafer

Helen & Richard DeVos The Richard and Helen DeVos Foundation

CNL Financial Group

Mr. & Mrs. Thomas K. Sittema CNL Financial Group

Mr. and Mrs. John E. Thorsen, III Raymond James & Associates, Inc.

Craig Watson

Wells Fargo Financial

Dr. Nelson Ying

Contributed in the name of The Baron and Baroness of Balquhain Ying of Balquhain

41 2013-14 Annual Report Final pg 1-48.indd 41

10/9/2014 11:23:35 AM

LIVE UNITED

VICTORY CELEBRATION

LIVE UNITED Awards Chairman’s Award

Publix Super Markets, Inc.

2013-14 TOP GIVING ORGANIZATIONS Walt Disney World Publix Super Markets, Inc Lockheed Martin Darden Restaurants, Inc. SunTrust of Central Florida Florida Hospital Orange County Government City of Orlando UPS, Florida District

Phenomenal Executive Champion

Malcolm Barnes, Duke Energy Employee Campaign Manager

Jill McMillan, Florida Hospital 42 2013-14 Annual Report Final pg 1-48.indd 42

FedEx Duke Energy Siemens Energy, Inc. University of Central Florida CenturyLink Target Corporation Orlando Health Lowndes, Drosdick, Doster, Kantor & Reed, P.A.

IN 2013-14:

Spirit Award

PCL Construction Services, Inc.

Tupperware Brands Corporation AT&T Wells Fargo Financial SeaWorld Parks & Entertainment Enterprise Holdings, Inc. Bank of America OUC—The Reliable One Fifth Third Bank

366 companies participated in a workplace campaign

69

%

of all United Way funds ($26.6 million) came from a workplace giving campaign

TOTAL RAISED:

18.3

$

MILLION

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TOP DIVISION LEADERS RAISING $10,000 OR MORE *Listed by industry and gift amount Accounting

PricewaterhouseCoopers, LLP Ernst & Young, LLP Cross, Fernandez and Riley, LLP

Building & Design

Brasfield & Gorrie, LLC PCL Construction Services, Inc. Balfour Beatty Construction

Business & Industry

Massey Services, Inc. McLane Suneast The Andersons, Inc. Southeastern Container Orlando Magic Hobart Corporation Florida Municipal Power Agency Greater Orlando Aviation Authority C&S Wholesale Grocers Burris Logistics Pepsico Beverage & Foods Mears Transportation Group

Combined Federal Campaign

NASA - John F. Kennedy Space Center 45th Space Wing - Patrick AFB Naval Air Warfare Center Training Systems Division Department of VA - Orlando VA Medical Center DOJ Federal Correctional Complex Coleman

US Army PEO STRI DHS Transportation Security Administration - Orlando & Sanford Department of Veterans Affairs - Outpatient Clinic - VIERA Department of VA - FL Caribbean CPAC USPS - Orlando P&DC DHS Bureau of Customs and Border Protection - Binnacle Defense Contract Management Agency DCMA - Orlando USPS - Mid-FL P&DC DHS Bureau of Customs & Border Protection - Lakemont USPS - Melbourne DHS Bureau of Customs & Border Protection DHS - Sanford USPS - Orlando/Lee Vista

Education

Seminole County Public Schools Orange County Public Schools Osceola County Public Schools Valencia College Seminole State College of Florida

Financial

Bank of New York Mellon Regions Bank Raymond James & Associates St. Paul Travelers

The Harford Insurance Group Orlando Regional Office JP Morgan Chase Cred Services GE Capital BMO Harris Bank, N.A. TD Bank State Farm Harland Financial Solutions

Foundations

Elizabeth Morse Genius Foundation Gordon J. Barnett Memorial Foundation Shell Oil Company Foundation Frank Hubbard Family Fund

Health

Adventist Health System Corporate Office Florida Blue Express Scripts United Healthcare of Florida Eli Lilly & Company

High Tech

Sprint Microsoft General Dynamics C4 Systems

Hospitality

AAA Corporation Orlando / Orange County Convention & Visitors Bureau

Legal

Holland & Knight, LLP BakerHostetler, LLP

Media

Orlando Sentinel Communications WFTV – Channel 9 / Central Florida’s Channel 27 / Cox Enterprises Comcast

Non-Profits

Heart of Florida United Way Coalition for the Homeless Central Florida Community Coordinated Care for Children Center for Drug-Free Living

Public Service

Reedy Creek Improvement District City of Kissimmee

Retail

Macy’s Costco Wholesale JCPenney Nordstrom Florida Mall Best Buy Dillard’s, Inc. Walmart Bloomingdale’s Mall of Millenia

43 2013-14 Annual Report Final pg 1-48.indd 43

10/9/2014 11:23:36 AM

OUR VOLUNTEERS Investing in Results Council Ed Timberlake, Chair

Chairman of the Central Florida Board Seaside National Bank & Trust

Mark Brewer, CAP, Vice Chair President / CEO Central Florida Foundation

Joy W. Taylor, Ed.D.

Chair, Building Safe Communities through Education Cabinet Director, Title I Federal Programs Orange County Public Schools

Chris Toadvine

Chair, Improving Financial Stability Cabinet Toadvine & Associates

President / CEO Heart of Florida United Way

Building Safe Communities through Education Cabinet

Michael Frumkin, Ph.D.

Director, Title I Federal Programs Orange County Public Schools

Robert H. (Bob) Brown

Chair, Alleviating Hunger & Homelessness Cabinet Dean, College of Health & Public Affairs University of Central Florida

Mark A. Jones

President Orlando Regional Medical Center

Patty Maddox

President / CEO Winter Park Health Foundation

Ronald F. Piccolo, Ph.D.

Chair, Developing Healthy Children & Families Cabinet Cornell Professor of Management and Academic Director of the Center for Leadership Development Rollins College

Jacob Stuart

President / CEO Central Florida Partnership

2013-14 Annual Report Final pg 1-48.indd 44

Joy W. Taylor, Ed.D., Chair

Hon. Alicia L. Latimore, Vice Chair

Heart of Florida United Way wishes to thank all of the dedicated volunteers who serve on our various councils, cabinets and committees. Their leadership, guidance and insight make our organization and community stronger.

Dana Schafer

Nilda Blanco

Laureen A. Wells

Jason K. Chepenik

Developing Healthy Children & Families Cabinet

Carol Ivey

Public Information Officer Osceola School District

Business Performance Advisor Insperity

Debra Knox, M.S., CCC-SLP, Chair Clinical Educator and Coordinator of the Board of Clinical Educators University of Central Florida

Nancy Ellis, Ph.D.

Circuit Judge Ninth Judicial Circuit Court

Director Center for Community Partnerships University of Central Florida

Mike Blasewitz, Ed.D.

Therry Feroldi

Executive Director Secondary Education, High Schools Seminole County Public Schools

Lauren Chianese

Director of Community Engagement The Foundation for Florida’s Future

Deputy Chief Charles Robinson

Investigative Services Bureau Commander Orlando Police Department

Tracy Salem, Ed.D.

Program Manager, Youth Shelter Orange County Government

Senior Health Planner The Health Council of East Central Florida

Debbie Watson

Vice President Winter Park Health Foundation

Karen Willis

Chief Executive Officer Early Learning Coalition of Orange County

Improving Financial Stability Cabinet Chris Toadvine, Chair Toadvine & Associates

Compliance Director CareerSource Central Florida

Managing Partner Chepenik Financial

Community Volunteer

Dawn Murray

Circuit 9 Operations Manager Florida Department of Children & Families

Nana Robertson, Ed.D.

Program Manager, Early Childhood Dept.

Seminole State College

Mike Schafer

Partner Schafer, Tschopp, Whitcomb, Mitchell & Sheridan, LLP

Kate Wilson

Vice President & Community Affairs Officer Wells Fargo Bank

Alleviating Hunger & Homelessness Cabinet Michael Frumkin, Ph.D., Chair

Dean, College of Health & Public Affairs University of Central Florida

John Hillenmeyer, Vice Chair Chief Executive Officer Emeritus Orlando Health, Inc.

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How United Way Makes A Difference Lisa Barkely, M.D.

Assistant Dean for Diversity & Inclusion Assistant Professor of Medicine College of Medicine University of Central Florida

Danny de Armas

Senior Associate Pastor First Baptist Church of Orlando

Steve Blount

Karen Dual

Kathy Brown

Ralph Perrino

President Digital Marketing Ninja President Thumbprint Marketing

Stephanie Darden

Human Resource Manager Averett Warmus Durkee Ralph Perrino, CPA

Mike Schafer

President Prismatic

Partner Schafer, Tschopp, Whitcomb, Mitchell & Sheridan, LLP

Regional SAMH Director Substance Abuse/Mental Health Program Florida Department of Children & Families Region C-Circuit 5,9,10,18,19

Joel Glass

Tannia Steele

Kenneth Goldberg, M.D.

President Howie & Partners

Carolann Duncan

Chief of Staff U.S. Department of Veteran Affairs Orlando VA Medical Center

Robert Spivey

Sr. Vice President , Communications Orlando Magic

Anne Howie Tyler Koon

Co-Owner Lawton Printers

Manager, Code Enforcement Division Orange County Government

Beth Lowell

James D. “Jim” Wright, Ph.D.

Manley Ludwig

Provost Distinguished Research Professor College of Sciences, Sociology University of Central Florida

Marketing Committee John Fadool, Chair

Single Copy Marketing Manager Orlando Sentinel Community Volunteer

Michelle Stevens

Manager Community Affairs & Station Events WFTV Channel 9 & WRDQ Central Florida’s TV 27

Executive Vice President/Marketing LongHorn Steakhouse

Financial Review Committee

Shawn Bartelt

Fred Bates

General Manger WFTV Channel 9 & WRDQ Central Florida’s TV 27

AARP

Kim Dapkus

Senior Manager, Compliance and Governance Lockheed Martin

2013-14 Annual Report Final pg 1-48.indd 45

At United Way, our goal is simple: feed the hungry, shelter the homeless and take preventative steps to help others avoid crisis. Through strategic United Way-funded programs, we’ve made a significant impact.

9,400

Marriott Vacations Worldwide

Sandeep Wilkhu

IPAO Review Manager NASA – Kennedy Space Center

More than students reached in Orange, Seminole and Osceola counties in 2013-14.

Audit Committee Michael Harding, Chair (Ret.) Partner Deloitte & Touche LLP

Amy Racicot

CFO Give Kids the World

In 2013-14, the Earned Income Tax Credit’s economic impact on Central Florida was a staggering

00 ,000 000,0 $5 ,00 50,0 $576

$576 million.

Anne-Marie Salamone Controller 4R Smokehouse

Phil Nix

Partner Deloitte & Touche LLP

136,406

residents sought help in 2013-14 through 2-1-1 – United Way’s free, 24-hour information, referral and crisis intervention helpline.

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BOARD OF DIRECTORS

Board Members from July 2013-June 2014

CHAIRMAN

Diana Bolivar

Mark A. Jones

Ronald O. Rogers

VICE CHAIRMAN

Chief Val B. Demings (Ret.)

Avido Khahaifa

Chief Paul Rooney (Ret.)

John Moskos E. Ann McGee, Ed.D

President, Seminole State College

SECRETARY

John Pisan, CFP

Regional Managing Director Wealth Management, Wells Fargo Bank

TREASURER James B. Cross

Managing Partner, Cross, Fernandez & Riley, LLP

CEO Robert H. Brown

President and CEO Heart of Florida United Way

IMMEDIATE PAST CHAIR Karen Dee

Retired Bank Executive

Malcolm C. Barnes

President Hispanic Chamber of Commerce of Metro Orlando

Chief of Police, City of Orlando

John Fadool

Executive Vice President, Marketing LongHorn Steakhouse

Michael Frumkin, Ph.D.

President Orlando Regional Medical Center

Editor/Sr.VP/Director of Content-Florida Orlando Sentinel

Patricia Maddox

President/CEO Winter Park Health Foundation

Jeffrey R. Shafer

Chief John W. Mina

Jane Garrard

Robert Newland

President & CEO Career Partners International

Vice President, Tactical Missiles and Combat Maneuver Systems Lockheed Martin Missiles and Fire Control

Joel Glass

Commissioner Tony Ortiz

Keith Swider

Chairman, President and CEO SunTrust Bank, Central Florida

Vice President and CFO Tupperware U.S. & Canada

Senior Vice President of Communications Orlando Magic

Chief of Police City of Orlando Police Department

City of Orlando, District 2

Ruth Patrick President/CEO BETA Center

Shawn Bartelt

Roseann Harrington

Sam Pero

2013-14 Annual Report Final pg 1-48.indd 46

President, Florida District UPS

David E. Fuller

Operations Manager Howard Phillips Center for Children & Families

Partner, Deloitte & Touche LLP (Ret.)

Senior Vice President Downtown Disney, ESPN Wide World of Sports Complex, Water Parks & Mini-Golf Walt Disney Parks and Resorts

David Ruiz

Marie Martinez

Michael L. Harding

Maribeth Bisienere

Chief of Police, City of Orlando

Dean and Professor College of Health and Public Affairs UCF

Residential Markets – Operations Leader Duke Energy

Vice President & General Manager WFTV, Channel 9 and WRDQ, Channel 27

President Ronald O. Rogers & Associates, LLC

VP of Marketing, Communications & Community Relations OUC–The Reliable One

Sandy Hostetter

President CNLBank, Central Florida

President CNL Securities Corp.

Eddie Soler

Executive VP and Chief Financial Officer Florida Hospital

Frank St. John

Director of Business Analysis SeaWorld Parks & Entertainment

Ed Timberlake

Chairman of the Central Florida Board Seaside National Bank & Trust

Regional Director, Southern Jacksonville Division Publix Super Markets, Inc.

Richard A. Watkins

Ronald F. Piccolo, Ph.D.

Bill Wilson

Associate Professor of Management Rollins College Crummer Graduate School of Business

Community Volunteer

Executive Partner Holland & Knight LLP

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HEART OF FLORIDA UNITED WAY

TOTAL RESOURCES The $26.6 million raised, managed and distributed by United Way during fiscal year 2013-2014 is referred to as “total resources.”

Fundraising totals include monies raised through the community campaign, special events and other donor-related activities.

Monies managed include funding for Emergency Food and Shelter Programs, Utility Assistance Programs, Emergency Solutions Grant, Department of Veteran Affairs Support Services for Veteran Families (SSVF), the Gifts in Kind Center and the Ryan White Part B/General Revenue Program, which supports those affected by HIV/AIDS. When combined with other programs, services and resources, total resources make Heart of Florida United Way the tri-county region’s largest supporter of health and human services agencies.

2013-2014 FINANCE COMMITTEE MEMBERS CHAIR James B. Cross, CPA

Pete Lopez, Esq.

Managing Partner Cross, Fernandez & Riley, LLP

Partner Lowndes Drosdick, Doster, Kantor, & Reed, P.A.

Jane Garrard

Robert H. Maiocco

Vice President and CFO Tupperware® U.S. and Canada

Financial Advisor Conrad, Santiago & Associates

Stephen J. Graham

Keith Swider

Senior Financial Manager/ Consultant, Dr. P. Phillips Hospital

Director of Business Analysis SeaWorld Parks & Entertainment

Tim Hyslop

Richard A. Watkins

Community Volunteer

Community Volunteer

2013-14 Annual Report Final pg 1-48.indd 47

STATEMENT OF FINANCIAL POSITION The following is an overview of Heart of Florida United Way’s financial performance, comparing fiscal years 2013-2014 and 2012-2013, ending June 30.

Assets 2014 2013 Cash $ 10,946,307 $ 10,361,140 Investments 9,587,230 8,356,257 Certificates of deposit - 170,036 Campaign pledges receivable, less allowance for uncollectible pledges of $1,251,048 and $1,325,758 in 2014 and 2013 respectively 7,236,964 6,440,915 Grants receivable 885,561 569,602 Other receivables 15,530 11,408 Prepaid expenses 122,567 45,955 Gifts-in-kind inventory 281,301 287,966 Property and equipment, net 3,933,863 3,949,872 Total assets $ 33,009,323 $ 30,193,151

Liabilities and Net Assets Liabilities: Accounts payable $ 566,629 $ 588,995 Accrued expenses 495,541 412,726 Campaign pledges due to designated agencies 3,751,766 2,786,404 Campaign pledges due to other United Way organizations 361,704 340,176 Grant advances 163,533 13,685 Other liabilities 144,318 97,963 Total liabilities 5,447,491 4,239,949 Net assets: Unrestricted 15,438,873 14,278,703 Temporarily restricted 11,322,959 10,874,499 Permanently restricted 800,000 800,000 Total net assets 27,561,832 25,953,202 Total liabilities and net assets $ 33,009,323 $ 30,193,151

United Way raised, managed or distributed

$26.6 MILLION to help Central Floridians in need.

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Dr. Nelson Ying Center 1940 Traylor Blvd. | Orlando, FL 32804 | www.HFUW.org | (407) 835-0900

A COPY OF THE OFFICIAL REGISTRATION (CH214) AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES AT www.800helpfla.com OR BY CALLING TOLL-FREE (800435-7352) WITHIN THE STATE. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE.

2013-14 Annual Report Final pg 1-48.indd 48

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