Annual Report 2008-2009
Heritage United Way
2008 Campaign Celebration Brian Tremblay, Development Director at the Manchester Boys and Girls Club, received the 2008 ADVOCATE Award for his work on behalf of Heritage United Way at the 2008 Campaign . Celebration in March
Alexis de Tocqueville Society Reception at the home of John & Marcia Zahr
Members of the Alexis de Tocqueville Society and other United Way frie nds gathered at John & Marcia Zahr’s beautiful hom e on Squam Lake this summer. The Society was create d to celebrate people who demonstrate exception al philanthropic leader ship, and is named after the French historian Alexis de Tocqueville, who adm ired the American trad ition of “neighbor helping nei ghbor.”
We are closing in on the end of a challenging, yet rewarding, year. It was a year filled with economic uncertainty, increased needs and tremendous hardships for many individuals and families that have come to depend on programs facilitated, managed and/or funded by Heritage United Way. Our Community Impact strategies have never been more important to the welfare of our communities. In this report, you will read about our work with Volunteer Income Tax Assistance (VITA) and the Earned Income Tax Credit (EITC), our partnership with the United Ways of NH on 2-1-1 NH, our efforts on Homeless Services and other community initiatives. We have complemented our move to Community Impact by engaging in numerous collaborative efforts with other organizations and groups where, together, we are achieving results that would not be possible on our own. This has also provided us an opportunity to partner with the City of Manchester, Healthy Manchester Leadership Council, The Manchester Continuum of Care, The Manchester Police Department, Weed and Seed, The Endowment for Health, The State of New Hampshire, Southern New Hampshire University, The Internal Revenue Service, our 43 partner programs, and, most importantly, the nine other United Ways in the state. Through these efforts, we are creating efficiencies that are critical to the success of the community and reducing duplications in service. Thank you to our donors, volunteers, community partners and staff. We are grateful for your dedication to the organization. We would especially like to thank our committed Board of Directors, whose leadership truly embodies the United Way message of “GIVE. ADVOCATE. VOLUNTEER.� In closing, we invite you to visit our website www.heritageunitedway.org to stay up-to-date on all that is going on at Heritage United Way.
Daniel L. Griggs Chair, 2009 Board of Directors
Patrick M. Tufts, MSW President & CEO
REPORT FOR: 2-1-1 NH
A+
Grade:
q Sets an example for excellence. q Made significant contributions to the community. q Shows strong growth. q Takes initiative in finding solutions to emerging needs.
Comments: In June of 2008, the United Ways of New Hampshire launched their first statewide initiative, 2-1-1 NH. These 10 NH-based United Ways collaborated with one another on a comprehensive information clearinghouse with one centralized call center and a web-based resource database about local and state government services, as well as charitable programs and initiatives available to New Hampshire citizens. By dialing 2-1-1, callers are connected, at no cost, with a trained information and referral specialist who can provide them with the information they need to get help or give help. The service is available 365 days a year, 24 hours a day and all calls are confidential and multilingual. 2-1-1 NH is run in partnership with Public Service of New Hampshire, who generously provides in-kind services of space, utilities and technology.
ers 2-1-1 First Year Anniv
ary
it’s 1st Year 2-1-1 NH celebrated emony at the cer a h wit ry rsa ive Ann e. Jun in se Hou State
Some 2-1-1 highlights from 2009: 2-1-1 NH Serves as Public Inquiry Line for H1N1 In October, the NH Department of Health and Human Services named 2-1-1 NH as the state’s public inquiry line for H1N1. 2-1-1 NH partnered with the State of NH to provide information and referrals related to the H1N1 Flu and vaccine availability. StayWarm NH Governor John Lynch asked 2-1-1 NH to work with the NH Office of Energy and Planning, NH Department of Health and Human Services and the NH Charitable Foundation to provide information on home heating and weatherization programs for NH residents. 2-1-1 NH referred over 2,000 callers to resources for home heating fuel during the 2008/2009 winter. Earned Income Tax Credit/Volunteer Income Tax Assistance 2-1-1 NH partnered with the IRS to provide New Hampshire residents with locations, operating hours and other important information for over sixty free tax preparations sites statewide. 2-1-1 NH also shared general eligibility guidelines for EITC with hundreds of callers. By providing this information, 2-1-1 NH helped to raise awareness of this valuable tax credit that often goes unclaimed. Top 5 Calls to 2-1-1 for January 1, 2009 thru November 15, 2009 1. Rental Deposit & Rent Payment Assistance 2. Legal Assistance 3. Homeless Services 4. Temporary Financial Assistance 5. Electric Bill Payment Assistance
Student volunteers from Windham High School painted and landscaped at Camp Allen.
UNH-Manchester volunteers landscaped outside of the Mary Gale House.
lcro s from Ve Volunteer srooms at the as cl d painte ter. Care Cen V N A Child
Volunteers fro m IKON Of fic e Solutions pa day of servic inted on their e at the East er Seals Jolic oeur School.
Keep up th e
great work!
Grade:
REPORT FOR: Day of Caring 2009
A+
q Plays well with others. q Displays outstanding achievement! q Plans and carries out group activities carefully. q Enthusiastic participation.
Comments: Day of Caring is an annual Heritage United Way event that engages hundreds of volunteers in a day of community service. Nonprofit agencies, schools, and service organizations provide volunteers from local businesses with various service projects including beautifying summer camps, repairing a home for an elderly individual, cleaning up at area parks and playgrounds, painting offices and reading to children. Employees build workplace camaraderie while giving back to the community. On September 16, 2009, 575 volunteers from 52 companies completed approximately 60 community service projects throughout the Greater Manchester, Derry and Salem areas. On this day alone, almost $70,000 in volunteer time* was contributed back to our local communities. (*According to Independent Sector, the current estimated dollar value of volunteer time is $20.25/hour.)
“Big Brothers Big Sisters of Greater Manchester is extremely thankful to be a part of United Way’s Day of Caring. Today was a huge success and we could not have been happier with the turnout we received from the two fantastic groups of volunteers that were assigned to our agency. The support and time given from each person truly helped us get our mailing project out on time!” - Valerie Bayko, Office Manager, Big Brothers Big Sisters of Greater Manchester
Grade:
REPORT FOR: Homeless Services
A+
q Demonstrates compassion and caring. q An inspiration to others. q Constantly strives to reach full potential. q Goes above and beyond expectations.
Comments: Heritage United Way has taken the lead in creating the Manchester Continuum of Care Homeless Services Center. This is the Continuum’s first collaborative project and will give all service providers in the City of Manchester a central workplace to collectively serve the needs of the homeless and eliminate barriers to service delivery. Heritage United Way is leading the effort to raise $250,000 for capital improvements and first-year operating costs for the Center which will be housed at Helping Hands’ 142 Central Street location. The Center is expected to open in January 2010 and we anticipate approximately 75 homeless individuals will be served each day. Heritage United Way is also working with the City of Manchester to allocate $766,545 in recovery funding for Homeless Prevention and Rapid Re-housing. Heritage United Way, the City of Manchester, Manchester Continuum of Care, the Greater Manchester Chamber of Commerce and St. Joseph’s Cathedral held a daylong Project Homeless Connect event in December 2008 and 2009. Project Homeless Connect provides the homeless in our community with “one stop” access to services and benefits including: medical/health care screenings and referrals, flu immunizations, employment services and opportunities, shelter and housing resources, mental health treatment, substance abuse treatment, domestic/ violence counseling, and meals, as well as resources for other individually-identified needs. Over 115 homeless consumers were in attendance.
Volunteer Grade: Income Tax REPORT FOR: Assistance Program
A+
q Uses a variety of strategies to help meet expectations. q Displays outstanding achievement! q Plans and carries out group activities carefully. q Enthusiastic participation.
Comments: Heritage United Way, in cooperation with Southern NH Services and the local Internal Revenue Service (IRS), celebrated the first year of the Volunteer Income Tax Assistance (VITA) program. This year’s program, at the Southern NH Services (SNHS) Workplace Success location, was extremely successful with over $440,000 in income tax refunds received by working families and individuals in Manchester. VITA Programs help families and individuals with low-tomoderate incomes. Trained Volunteer Tax Preparers explain the many special credits and deductions and how to claim them on their tax returns. Volunteers also help individuals complete and electronically file their returns—all for free. The Earned Income Tax Credit (EITC) was created to reduce the tax burden on lower-income workers and to supplement their wages. The credit can increase an eligible family’s wages by as much as 20 percent. Of the $440,000 refunded to Manchester residents, the Southern NH Services VITA site helped local families claim over $147,000 in EITC money.
Grade:
REPORT FOR: Staff & Volunteers
A+ 2009 BOARD OF DIRECTORS Daniel Griggs, Chair Market President Northeastern Massachusetts TD Bank David Caron Town Manager Town of Londonderry David Cassidy, Jr. Executive Vice President Centrix Bank Dean Christon Executive Director NH Housing Finance Authority Pamela Diamantis Principal Curbstone Financial Management Corporation Allen Ericson, FACHE Vice President/COO Catholic Medical Center
q Take great pride in their work. q Excellent citizens and role models. q Leaders who are always willing to help out others. q Excel in group activities. Bruce A. Harwood, Esq. Sheehan, Phinney, Bass + Green Paul LeBlanc, PhD President Southern New Hampshire University Gary Long President & COO Public Service Company of NH Russell Marcoux Town Manager Town of Bedford Robert Nordgren, MD Associate Medical Director Dartmouth-Hitchcock Manchester Sean Owen President & CEO wedĂź & Printers Square
Robert Gossett
Steven Paris, MD Medical Director Dartmouth-Hitchcock Manchester
Ardeth Bader Griggs Senior Vice President, Regional Manager-Community Banking Ocean Bank
Beth Roberts Vice President Northern New England Harvard Pilgrim Health Care
Stephen Hackley Senior Vice President, Greater Boston Region Comcast
Cathleen Schmidt President & CEO Citizens Bank NH/VT
William Sherry Director, US Employee Volunteerism National Grid Amy Shevlin Vice President, Human Resources BAE Systems Anna Thomas Deputy Public Health Director City of Manchester–Health Department Victor Topo President & CEO CLM Center for Life Management Robert Tourigny Executive Director NeighborWorks Jeremy Veilleux, CPA Principal Baker Newman Noyes Alexander Walker, Jr., Esq. President & Shareholder Devine, Millimet & Branch Steven Webb Market President- New Hampshire TD Bank
2009 CAMPAIGN CABINET
HERITAGE UNITED WAY STAFF
Alexander Walker, Jr., Esq. Campaign Chair Devine, Millimet & Branch
Patrick M. Tufts, MSW President and CEO
Elizabeth Bailey, Esq. Sheehan Phinney Bass + Green
Ruth Bonney Executive Administrative Assistant
Gina Balkus Dartmouth-Hitchcock Manchester
Grace Chen Resource Development Coordinator
David Cassidy, Jr. Centrix Bank
Pat Findlen Coordinator, Impact Strategies
Frank Childs Town of Derry
Maria Gudinas Vice President, Resource Development
Allen Ericson, FACHE Catholic Medical Center Ardeth Bader Griggs Ocean Bank Karl Heafield, CPA Baker Newman Noyes Paul LeBlanc, PhD Southern NH University Russell Marcoux Town of Bedford Robert Nordgren, MD Dartmouth-Hitchcock Manchester Sean Owen wedü & Printers Square Steven Paris, MD Dartmouth-Hitchcock Manchester
Susan Howland Homeless Services Coordinator in conjunction with the City of Manchester Marcia McDonald Finance Assistant Melissa Nemon Vice President, Community Impact Jennifer Higgins Pitre Director of Leadership & Planned Giving Mary Schroeder Director of Finance Shannon K. Sullivan Director, Marketing & Communications
Beth Roberts Harvard Pilgrim Health Care
2009 ACCOUNT EXECUTIVES/ DIVISION VOLUNTEERS
Jerry Salvucci Blue Seal Feeds, Inc.
David Allen Sheehan, Phinney, Bass + Green
Cathleen Schmidt Citizens Bank NH/VT
Michael Barry Citizens Bank
William Sherry National Grid
Donna Briggs Centrix Bank David Caron Town of Londonderry
Anthony Chismark Centrix Bank Raymond Cote Connee Dasaro Citizens Bank Brenda Davis Bank of New England Pamela Diamantis Curbstone Financial Management Corporation Patrick Duffy P. Duffy & Associates Susan Duprey, Esq. Devine, Millimet & Branch Paul Durham, Esq. Sheehan, Phinney, Bass + Green Debra Elliott Ocean Bank Wayland Elwood Centrix Bank David Janelle TD Bank Joseph Kenney Ocean Bank Dallas Lagerquist Hampshire First Bank Mark Laliberte City of Manchester Mayor’s Office Brian Lavoie Centrix Bank Karen Levchuk, Esq. Devine, Millimet & Branch Jack Loftus Napoli Group Joseph Lovejoy, CPA Baker Newman & Noyes Sue Majewski Bedford Ambulatory Surgical Center Susan Manchester, Esq. Sheehan, Phinney, Bass + Green
Doreen Manetta Ocean Bank
Kristin Woolever UNH-Manchester
COMMUNITY REVIEW TEAM VOLUNTEERS
Kristin Mendoza, Esq. Devine, Millimet & Branch
Gary Zabierek Hillcrest Terrace
Janice Mobsby Town of Derry
2009 LOANED EXECUTIVES
J. Brian O’Neill Manchester-Boston Regional Airport
Diane Day Public Service of New Hampshire
Michael Parisi Citizens Bank
Susan Fancher National Able Network
Lyndsee Paskalis, Esq. Sheehan, Phinney, Bass + Green
Nicolle Rizzo
Education and Lifelong Learning Martin Boldin Keri Degen James Freiburger Ardeth Bader Griggs Kathleen Hunt Scott Kalicki Geraldine Kirega Kraig Lamper Jane Law Susan Manchester Bodie Morey James Morgan Mercedez Rivera David Sargent Kathy Staub Kimberly Stewart Patricia Storm Janet Taft Christina Tarness Kelley Walker Brianna Ward Heather Whitfield
Michele Popham River Bank Richard Rawlings Earle Rosse Centrix Bank Phil Ryan Merchants Automotive Group Steven Scheiner Ocean Bank Jennifer Schick, Esq. Devine, Millimet & Branch William Sirak Citizens Bank Ellen Soucy Citizens Bank Tim Soucy Manchester Health Department Cheryl Steenbeke Ocean Bank Victor Topo Center for Life Management Brian Tremblay Manchester Boys & Girls Club
COMMUNITY IMPACT COMMITTEE Dean Christon Chair NH Housing Finance Authority Ardeth Bader Griggs Ocean Bank Daniel Griggs TD Bank Stephen Hackley Comcast Susan Manchester, Esq. Sheehan, Phinney, Bass + Green Paul Mertzic Catholic Medical Center Robert Nordgren, MD Dartmouth-Hitchcock Manchester Steven Paris, MD Dartmouth-Hitchcock Manchester Patricia Storm Selma Deitch Early Learning Program
Heather Whitfield TD Bank
Anna Thomas City of Manchester- Health Department
Matthew Whitney TD Bank
Linda Tremblay Citizens Bank
Health and Wellness Terry Allen Maureen Blanchard Carolyn Boland David Canedy Darren Colvin Pat Donahue M.J. Driscoll Geri Foucher David Janelle Dana Jeanblanc Joseph Kenney Scott Kingsley Germano Martins Paul Mertzic Lauren Neves Steven Paris Wendy Pelkey Charla Stevens Anna Thomas David Wenger
Housing and Economic Self-Sufficiency Laurie Allen Pam Brown Anthony Demers Richard Duckoff Benjamin Frost Leonard Gerzon Colleen Karpinsky Catherine Kuhn Peggy Lambert Woullard Lett Aaron Nolin Laura Pawlendzio Heidi Robidas Deb Schulte Jane Stewart Patrick Taylor Susan Tomasetti Wanda Tomlinson Linda Tremblay Craig Trottier Sherri Veneman
Russell Marcoux Town of Bedford Paul Ramsey PSNH MARKETING COMMITTEE Sean Owen Chair wedü & Printers Square Chris Dugan Anthem Blue Cross Blue Shield Diana Holland Merchants Automotive Group Kim Mueller Manchester Monarchs Hockey Club Teresa Robinson NH Union Leader Sean Thomas City of Manchester Mayor’s Office
FINANCE COMMITTEE Jeremy Veilleux, CPA Chair Baker Newman & Noyes Allen Ericson, FACHE Catholic Medical Center Robert Gossett Bruce A. Harwood, Esq. Sheehan, Phinney, Bass + Green Russell Marcoux Town of Bedford Steven Webb TD Bank AUDIT COMMITTEE Robert Gossett Bruce A. Harwood, Esq. Sheehan, Phinney, Bass + Green
ECC Thank You and Best Practices Session
Coordinators Employee Campaign share ideas gathered in August to ctices for their and discuss best pra paigns. annual workplace cam red by This event was sponso ire University. psh Ham New rn Southe
People Served by Town
Candia Goffstown
New Boston
Auburn Manchester
Chester Sandown
Bedford
Danville Londonderry
Windham
Pelham
Derryfest 2009
Executives, Diane Heritage United Way Loaned o, hosted a booth Rizz lle Nico and H Day from PSN er. emb Sept in t yfes at the 2009 Derr was ram Prog e The 2009 Loaned Executiv ens Bank, Public generously sponsored by Citiz Dartmouth-Hitchcock Service of New Hampshire, . Grid onal Nati and ter ches Man
Hampstead Atkinson Salem
Plaistow
TOWN Atkinson Auburn Bedford Candia Chester Danville Derry Goffstown Hampstead Hooksett Londonderry Manchester New Boston Pelham Plaistow Salem Sandown Windham TOTAL
SERVED 307 370 2,234 244 333 275 9,407 2,422 599 860 2,917 28,025 573 269 512 3,175 436 660 53,618
Financial Report The Finance Committee:
The Audit Committee:
Allen Ericson, FACHE, Robert Gossett, Bruce A. Harwood, Esq., Russell Marcoux, Jeremy Veilleux, CPA, Steven Webb
Robert Gossett, Bruce A. Harwood, Esq., Russell Marcoux, Paul Ramsey
Condensed Statement of Financial Position As Of March 31, 2009
Condensed Statement of Activities For The Period Ended March 31, 2009
Assets
Public Support & Revenue
Cash and Equivalents
$1,130,458
Public Support
$3,100,000
Pledges Receivable
$2,030,508
Interest and Investment Activity
($225,073)
Prepaid Expenses and Other Assets Total Current Assets
$24,353 $3,185,319
Investments
$551,938
Endowment Fund Receivable
$806,378
Property and Equipment, NET
$4,083
Other Revenue
$16,440
Restricted Funds
($180,708)
Gross Public Support & Revenue
$2,710,659
Designations
($586,520)
Total Noncurrent Assets
$1,362,399
Provision for Uncollectibles
($248,000)
Total Assets
$4,547,718
Net Public Support & Revenue
$1,876,139
Liabilities & Net Assets Accounts Payable Accrued Salaries And Other Expenses
Funds Distribution & Expenses $6,316 $42,998
Deferred Designations Payable
$553,812
Total Liabilities
$603,126
Unrestricted or Temporarily Restricted
Program Services Operating Expenses
$1,729,481 $618,534
Total Expenses
$2,348,015
Change in Net Assets
($471,876)
Net Assets, Beginning of Year
$4,416,468
Net Assets, End of Year
$3,944,592
$2,586,276
Unrestricted – Board Designated
$551,938
Permanently Restricted
$806,378
Total Net Assets
$3,944,592
Total Liabilities & Net Assets
$4,547,718
The Financial Statements, audited by Hession & Pare, PC, and the IRS Form 990 are available on our website at www.heritageunitedway.org.
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