2018 Lubbock Area United Way Annual Report

LIVE UNITED LUBBOCK AREA UNITED WAY 2018 ANNUAL REPORT

2018 BOARD OF DIRECTORS EXECUTIVE COMMITTEE

BOARD CHAIR Tony Lloyd, RE/MAX of Lubbock VICE CHAIR Crystal Edwards, WestMark Commercial IMMEDIATE PAST BOARD CHAIR Brad Moran, Fox34/Ramar Communications TREASURER Mike Nelson, Madera Residential CAMPAIGN CHAIR Doug Hensley, Lubbock Avalanche-Journal COMMUNITY IMPACT CHAIR Crystal Roach MARKETING/COMMUNICATIONS CHAIR Meredith Imes, Texas Tech University PLANNED GIVING & ENDOWMENT CHAIR Brent Hoffman, Prosperity Bank

BOARD MEMBERS

Jarrett Atkinson, City of Lubbock Danette Baker, Texas Tech University Health Sciences Center Keith Bryant, Lubbock-Cooper ISD Joy Daniel, WestMark Realtors Amber Dean, City Bank Eric Finley, UMC Health System Chad Grant, Alderson Enterprises Brandon Hughes, United Oil & Grease Joe Landin, Mighty Wash Beth Lawson, StarCare Specialty Health System A.J. Martinez, Robinson, Burdette Martin & Seright Allison Matherly, Texas Tech University Kevin McConic, Covenant Health Michelle McCord, Ed.D., Frenship ISD Heather Newberry, United Supermarkets Margie Olivarez, AT&T Carla Olson, The Parenting Cottage Eddie Owens Becky Palmer, Atmos Energy Norval Pollard, City Bank Scott Ridley, Ph.D., Texas Tech University Jeanna Roach, Betenbough Homes Berhl Robertson, Ed.D. Chelsea Salazar, Peoples Bank David Sanchez, Lone Star State Bank Jon Stephens, SouthWest Bank Marsha Teichelman, Texas Tech University Health Sciences Center Amy Thompson, M.D., Covenant Children’s Tammi Wood, Benchmark Mortgage Nathaniel Wright, Ph.D., Texas Tech University

TABLE OF CONTENTS Our Work | 2 Our Impact | 4 Give | 6 Advocate | 8 Volunteer | 10 Our Volunteers | 12 Our Investors | 14 Financial Statements | 18

PAGE 1

LIVE UNITED OUR WORK

In 2018, working with various community stakeholders, United Way set new primary goals to continue addressing the root causes of poverty in our community and to create lasting, positive change:

• To ensure all children are school-ready by kindergarten and are grade-level readers by 3rd grade.

• To eliminate child abuse and sex-trafficking in our communitities.

• To provide access to all persons in need of mental health services.

Key to our work are programs funded through our Community Partners which contribute to our mission of GIVING • PEOPLE • HOPE.

COMMUNITY STATUS REPORT

In April, United Way published the 2018 Community Status Report, the 19th publication in the series. The report provides statistics in health, safety, education, economics, and population for the area. There are comparisons to state and national statistics, along with trends over a period of years. Access to this information leads to better awareness and understanding of the underlying issues and problems facing the community. Readers see the progress or lack of progress that has been made in the areas of concern. In addition, resources can be raised and invested to achieve long-term, sustained community improvements.

COLLABORATIONS

In addition to its work with the Community Partners, United Way continues to collaborate with a variety of coalitions and partnerships that address issues consistent with our priorities. These include 2-1-1, the Coalition of Community Assistance Volunteers/Free Tax Prep, the East Lubbock Community Alliance, the Emergency Food & Shelter Program, the Human Rescue Coalition, the Mental Health Coalition, the South Plains Coalition for Child Abuse Prevention, the South Plains Homeless Consortium, and the Texas Hunger Initiative.

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COMMUNITY PARTNERS

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LIVE UNITED OUR IMPACT

In 2017, United Way funded programs impacted 119,060 lives across the South Plains Region. To put this in

perspective, that’s a little less than half of the population of the City of Lubbock. Children, parents, and grandparents are better equipped to live to their fullest potential because of the remarkable support of United Way donors and volunteers—because of you.

11,089 children under the age of 7

72,284 adults and families

35,687 students ages 7-17

LUBBOCK COUNTY Lubbock Area United Way Community Partners serve a 15-county area, providing opportunities for individuals and families across the South Plains to thrive. Within Lubbock County, services are not just concentrated to one area of the county. The map shows how many people in each zip code were impacted by United Way services in 2017.

ABERNATHY

NEW DEAL 79415 SHALLOWATER

IDALOU 79403 79416 TTU 79401

4,000 - 5,499 1,000 - 2,499

79407

79410 79411 79414

79413

LUBBOCK RANSOM CANYON

79412

WOLFFORTH

Less than 1,000

79404 79364 79424

SLATON

79358

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79329 79343

79363

5,500 + 2,500 - 3,999

79311

79382

79423

YOUR DOLLARS AT WORK

2018 COMMUNITY PARTNER ALLOCATIONS/DONOR DESIGNATIONS $ 145,305 $ 126,649 $ 268,745 $ 142,010 $ 177,872 $ 227,508 $ 117,094 $ 123,338 $ 464,983 $ 155,802 $ 131,582 $ 69,608 $ 195,774 $ 185,061 $ 149,509 $ 206,388 $ 177,390 $ 224,116 $ 83,338 $ 156,071 $ 178,006 $ 166,417 $ 236,430

American Red Cross serving the Texas South Plains Big Brothers Big Sisters of Lubbock Boys & Girls Clubs of Lubbock Boy Scouts of America, South Plains Council CASA of the South Plains Catholic Charities, Diocese of Lubbock Children’s Advocacy Center of the South Plains Communities In Schools on the South Plains Early Learning Centers of Lubbock Family Counseling Services Girl Scouts of Texas Oklahoma Plains Goodwill Industries of Northwest Texas Guadalupe Parkway Neighborhood Centers 12% Legal Aid Society of Lubbock LIFELONG HEALTH Literacy Lubbock & INDEPENDENCE Lubbock Children’s Health Clinic The Parenting Cottage The Salvation Army Upbring, The New Lutheran Social Services Voice of Hope Volunteer Center of Lubbock Women’s Protective Services YWCA of Lubbock

17.8% CRISIS & EMERGENCY RELIEF

20.2% STRONG FAMILIES & INDIVIDUALS

5% EMPOWERED COMMUNITIES

45% SUCCESSFUL CHILDREN & YOUTH

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GIVE.

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LIVE UNITED GOLF TOURANMENT

2018 ANNUAL CAMPAIGN

At the Campaign Kickoff Luncheon in August, Mayor Dan Pope charged us all to be experts in the hope business. This became our challenge and our refrain throughout.

The annual campaign represents a huge collective of businesses and individuals coming together to raise awareness and support for some of the Lubbock Area’s most pressing issues. In 2018, 733 volunteers helped run 273 workplace campaigns, including 11 new campaigns. The Kickoff, MidCampaign Report, and Victory Report luncheons featured community-wide collaborations like United We Read and an inter-district choir from Lubbock, Frenship, and Lubbock-Cooper ISDs performing the National Anthem.

Additionally, for the first time, several companies ran volunteer projects alongside their campaigns, including building hygiene kits, prep work for United We Read, and book drives.

To date, the Lubbock Area has given $5,824,983 toward the 2018 Annual Campaign.

50TH ANNIVERSARY OF THE LOANED EXECUTIVE PROGRAM

In September, United Way hosted its 11th Annual LIVE UNITED Golf Tournament at Hillcrest Country Club. The 2018 tournament raised $115,700 toward the campaign total. In the 11 years of the tournament, golfers have raised just under $1 million dollars for the annual campaign.

In addition to the tournament itself, United Way raffled a package provided by Alderson Lexus for a pair of lucky golfers to attend the Lexus Champions for Charity tournament. Congratulations to Ryan Curry on winning the raffle.

Ryan represented United Way at the tournament this past December.

JACKY PIERCE CHARITY CLASSIC

2018 marked the 50th anniversary of the Loaned Executive Program.

In the course of 50 years, over 1,600 men and women have given their time and talents toward ensuring the success of the United Way Campaign.

Starting with a goal of $32,000, the Loaned Executives have raised $65.7 million since 1968.

In October, Loaned Executives past and present marked the anniversary with a celebration at the Social House. The event featured a video produced by Ramar Communications with interviews of Loaned Executives from every decade.

The 27th Annual Jacky Pierce Charity Classic put on by the United Family raised a record $431,000 in 2018. Funds are distributed between United Ways within United’s opperational territory. Thanks to the United Family for giving $101,536 to Lubbock Area United Way.

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ADVOCATE.

PAGE 8

GO BLUE LUBBOCK

DFPS STATEWIDE LISTENING TOUR In May, Texas Department of Family & Protective Services (DFPS) Deputy Commissioner Trevor Woodruff and Associate Commissioner Sasha Rasco visited Lubbock as part of a statewide Listening Tour.

Alongside Senator Charles Perry, State Reprsentative John Frullo, Mayor Dan Pope, Catholic Charities, the Parenting Cottage, and StarCare Speciality Health System, United Way presented information that will allow state level decision makers to better understand the unique needs and challenges the Lubbock area faces in regards to child abuse and neglect. The tour also reinforced the value of our local family-strengthening programs, child abuse prevention programs, and the need for more support for these types of programs on the state level.

Partnering with the Lubbock Chamber of Commerce and the South Plains Coalition for Child Abuse Prevention, United Way kicked-off National Child Abuse Awareness Month in April with Go Blue Lubbock, a community-wide project to promote child abuse awareness and prevention. United Way continues to make ending child abuse a major focus through community efforts such as Go Blue. The latest statistics available show child abuse rates on a decline but still well above state averages.

In 2017, Lubbock County had 1,032 confirmed cases of child abuse and neglect. The majority of these victims are under the age of 3. One victim lost their life in 2017.

SUMMER READING In the summer, United Way partnered with local nonprofit organizations, libraries, and school districts to create a comprehensive calendar of summer reading programs and events available to keep kids engaged and help prevent summer learning loss.

During the summer months students risk losing 2-3 months of reading skills if they aren’t engaged in learning. This is called “summer slide.” Summer learning loss affects all students, but disproportionally impacts low-income students, which can contribute to an ever-widening achievement gap.

Women United members continued their advocacy work, expanding their mentoring program through Catholic Charities’ Parent Empowerment Program, presenting Lunch & Learns on child abuse and sex trafficking, and participating in a number of community events.

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VOLUNTEER.

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UNITED WAY YOUTH DIVISION

In 2018, 145 United Way Youth Division members completed 1,530 volunteer hours benefitting 14 United Way Community Partners.

UNITED WE READ

In September, more than 500 volunteers read the book The Little Red Fort to 3,535 second-graders across the Lubbock, Frenship, Lubbock-Cooper, Shallowater, and New Deal Independent School Districts. Every child went home with a copy of the book and a craft, including 138 books in Spanish.

The purpose of the event was to highlight the importance of students being grade-level readers by third grade. At this juncture, students who have not mastered basic reading skills will begin to fall behind in every area of study as classrooms shift from learning to read to reading to learn. The event also emphasized the importance of parents reading with their children.

The youth division is made up of 9-12 grade students respresenting nine local high schools. Students participate in monthly meetings where they learn about United Way and its Community Partners, complete service projects, and sign-up for additional volunteer opportunties throughout the month.

FALL BOOK DRIVE

United We Read volunteers represented 93 different businesses, nonprofits, civic groups, and local governement departments, including the Lubbock Police Department and Lubbock Fire and Rescue.

DAY OF CARING

In June, the 2018 Loaned Executives teamed up again for Day of Caring, brining literacy activities to children and families at Early Learning Centers, Guadalupe Parkway Neighborhood Centers, Literacy Lubbock, Lubbock Boys & Girls Clubs, and The Parenting Cottage.

As part of United Way Worldwide’s Day of Action, the Loaned Executives joined more than 400 local United Ways in making their communities a better place to live.

Thanks to the employees at Parkhill Smith & Cooper, Friends of the Lubbock Library, and Dr. Rich Rice, United Way Community Partners received new and slightly used children’s books to stock their libraries and give to clients.

Approximately 4,000 books were donated.

This year an estimated 150 children received a new book to take home along with other items donated by the Loaned Executives and a number of local business.

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LIVE UNITED OUR VOLUNTEERS

RITA HARMON VOLUNTEER SERVICE AWARD

Norval Pollard has been involved in Lubbock’s volunteer community for 35 years.

He has served on the boards of the Community Foundaton of West Texas, Literacy Lubbock, Lubbock Meals on Wheels, Osher Lifelong Learning Institute, Remember Our Heroes, the Volunteer Center of Lubbock, and Youth Corps. Currently, he sits on the board for Lubbock Area United Way, Lubbock County Medical Society Foundation, the South Plains Food Bank, and on the advisory council for the Junior League of Lubbock.

In 2018, Norval retired from his role as Vice President for Business Development at City Bank. While there, Norval coordintated much of the bank’s community involvement, including more than 100 employees involved in weekly Meals on Wheels delivery routes, City Bank’s Community Rewards program, and financial literacy classes for Guadalupe Parkway Neighborhood Centers, Habitat for Humanity, Tomorrow’s Leaders, and a number of local high schools. Norval was also instrumental in coordinating the bank’s United Way campaign.

Prior to joining the bank in 2006, Norval enjoyed a 28-year tenure at the Lubbock Avalanche-Journal, serving as executive sports editor, assistant managing editor and director of consumer marketing. He won a variety of writing and editing NORVAL POLLARD awards while at the AJ, and his Make Kids Count marketing program (2001-2008) that emphasized children’s literacy and parental involvement gained national recognition.

United Way is pleased to honor Norval Pollard with the 2019 Rita Harmon Volunteer Service Award.

FORMER AWARD RECIPIENTS 1993 1994 1995 1996 1997 1998 1999 2000 2001

Rita Harmon J.C. Chambers Marjorie Kastman B.C. “Peck” McMinn J. W. Spears Jack and Mary Nell Strong Alan Henry Betty Anderson Dr. Robert Stripling

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2002 2003 2004 2005 2006 2007 2008 2009 2010

David Seim Dr. Robert Ewalt Vernita Woods-Holmes Kevin McMahon Betty and Jim Lowder Irasema Velasquez Gilbreath Family John Elliott Harold Jones

2011 2012 2013 2014 2015 2016 2017

Jay Eagan Adrienne Cozart Greg Jones Matt Bumstead Sharon and Byrnie Bass Betty Dotts Douglas and Kay Sanford

1,625 VOLUNTEERS IN 2018 2018 COMMITTEE CHAIRS

UNITED WAY CAMPAIGN VOLUNTEER OF THE YEAR

PARTNER AGENCY VOLUNTEER OF THE YEAR

KELSEY TUBB

GREG FREEMAN

Chairing the 50th year of any program would be a daunting task, but Kelsey Tubb approached the challenge with grace and determination. Six years ago, Kelsey began volunteering with United Way as a Loaned Executive.

Since then she has served in several roles within the program, including chairing the Jumpstart Division in 2017 and chairing the Loaned Executive Division itself in 2018 for the program’s 50th anniversary.

Greg Freeman first became acquainted with the Boys & Girls Clubs of Lubbock through the South Plains Lions Club where he has been a member for more than 30 years. Through the Lions Club’s sponsorship of the Ted Phea Boys & Girls Club in East Lubbock, Greg has volunteered as a painter, a carpenter, and a hot dog cook. He has also helped with free eye screenings for members at the Ted Phea club.

AUDIT Beth Lawson StarCare Specialty Hospital ANNUAL CAMPAIGN Doug Hensley Lubbock Avalanche-Journal COMMUNITY IMPACT Crystal Roach Trustpoint Rehabilitation Hospital FINANCE Michael Nelson Madera Residential LIVE UNITED Golf Tournament Amber and Rob Dean City Bank MARKETING/COMMUNICATIONS Meredith Imes Texas Tech University NOMINATING Chelsea Salazar Peoples Bank PROGRAM REVIEW Kevin McConic Covenant Health PLANNED GIVING & ENDOWMENT Brent Hoffman Prosperity Bank STEWARDSHIP REVIEW Becky Perez Texas Tech University WOMEN UNITED Amber Dean, City Bank Michelle McCord, Frenship ISD

Whether its leading a meeting of Loaned Executives, assisting with a workplace campaign, or reporting at a Campaign Cabinet meeting, Kelsey consistently brings her own brand of leadership to the task. She inspires others to give their all in every moment. Throughout the course of the campaign, it was clear a more perfect person could not have been found to chair the Loaned Executives in the 50th year. United Way is thrilled to recognize Kelsey Tubb as the 2018 Campaign Volunteer of the Year.

Greg’s involvement through the Lions Club led Greg to serve on the board of directors for the Boys & Girls Club.

Over more than 15 years of board service, Greg has held many positions, including serving in the president role twice. He has also been an advocate for the new club being built in west Lubbock that will bring club services to Frenship ISD for the first time. Because of his many years of dedication to the Boys & Girls Clubs of Lubbock, United Way is pleased to honor Greg Freeman as the 2018 Partner Agency Volunteer of the Year.

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LIVE UNITED

OVER $250,000

OUR INVESTORS

H EALT H SCIENCES C EN TER AND SYSTEM

$100,000 - $249,999

$75,000 - $99,000

PAGE 14

OUR INVESTORS (CONTINUED)

LUBBOCK ASSOCIATION OF REALTORS Benchmark Mortgage Berkshire Hathaway HomeServices Anderson Properties Century 21 John Walton Realtors Coldwell Banker-Rick Canup Realtors Exit Realty of Lubbock H & M Real Estate Services Keller Williams Realty Lubbock Abstract & Title McDougal Companies Murfee & Sons, Inc. PrimeLending Lubbock RE/MAX Lubbock Realtors Stewart Title True Title Partners Western Title Co. WestMark Realtors Williams & Company Real Estate Willow Bend Mortgage Company

$50,000 - $74,999

Atmos Energy Citibus FirstBank & Trust Frenship ISD Helen Jones Foundation Lone Star State Bank Lubbock National Bank Prosperity Bank

$25,000 - $49,999

A T & T Texas Albert G. and Eleanore J. Barsh Endowment Trust Alderson Enterprises American Bank of Commerce Anonymous Endowment Betenbough Homes Earl’s Plumbing

First United Bank FirstCapital Bank of Texas Fox34/Ramar Communications Lubbock County Offices Madera Residential Parkhill, Smith & Cooper Peoples Bank Plains Cotton Co-Op Assn.

Rip Griffin Companies South Plains Electric Co-Op StarCare Specialty Health System Texas Tech Credit Union UMC Physicians UPS Wells Fargo Bank Xcel Energy

$10,000 - $14,999

CEV Multimedia Coca-Cola Refreshments Lubbock Computer Transition Services Inc. Crown Point Health Suites Dillard’s, Inc Fiesta Motor Co. Lubbock Area United Way Lubbock Christian University NTS Communications Robinson Burdette Martin & Seright TRUNO Retail Technology Solutions Trustpoint Rehabilitation Hospital Tyler Technologies Walmart & Sam’s Locations YWCA of Lubbock

$5,000 - $9,999

$15,000 - $24,999

American National Bank Barricades Unlimited Benchmark Business Solutions Bergstein Enterprises Centennial Bank Enterprise Rent-A-Car Happy State Bank Lubbock Central Appraisal District Lubbock Power & Light Lubbock-Cooper ISD Sanford & Tatum Insurance Agency Scoggin-Dickey Inc. SouthWest Bank Standard Sales Co. Sysco West Texas Texas Dept. of Criminal Justice Smith Unit

Abbeville Dentistry AimBank Alan Henry Insurance All Saints Episcopal School of Lubbock Amerigroup Bolinger Segars Gilbert & Moss Carillon Residents Children’s Home of Lubbock CoBank Communities in Schools on the South Plains Costco Wholesale Early Learning Centers of Lubbock Farmers Cooperative Compress FedEx Goodwill Industries of Northwest Texas Greenstreet, Inc. Howard Cowan Bond Agency KCBD - NewsChannel 11 Kinetico of West Texas KLBK & KAMC News Kuykendall Foundation Legal Aid Society of Lubbock Lubbock Aero Lubbock Economic Development Alliance Lubbock South Plains Retired Teachers Association McMahon Vinson & Hubbard (Continued on next page)

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OUR INVESTORS (CONTINUED) PFG Advisors Primitive Social PYCO Industries Inc Robert Madden Industries Superior Health Plans Texas Mutual Insurance Company TXP Capital Vista Bank Wells Fargo Texas/Customer Service

$2,500 - $4,999

ARMtech BASF - Bayer CropScience Brandon & Clark Burlington Northern Santa Fe Railway Caprock Business Forms Carpet Tech CASA of the South Plains Catholic Charities, Diocese of Lubbock Children’s Advocacy Center of the South Plains Crenshaw Dupree & Milam Texas Department of Public Safety Texas Department of State Health Services

Energen Resources Field Manning Stone Hawthorne & Aycock FirstCare Regional Office Freese and Nichols H Construction Systems Inc. Hugo Reed & Associates Jarvis Metals Recycling K & S Insurance Agency Lubbock Boys & Girls Club Lubbock Chamber of Commerce Lubbock Children’s Health Clinic Lubbock Emergency Communications District Marsh and McLennan Mullin Hoard & Brown NuStar Energy Overton Hotel & Conference Center Subaru-Share the Love Scoggin-Dickey Service Title Company Shallowater ISD Slate Group Sodexo School Services South Plains Association of Governments Target Store #2190 Texas Dept. of Criminal Justice Formby/Wheeler Unit Texas Dept. of Criminal Justice Montford Unit

Texas Dept. of Criminal Justice Rudd Unit Texas Tech Alumni Association The Price Group The Salvation Army Texas Department of Transportation Volunteer Center of Lubbock Wells Fargo Advisors Western Bank

$1,000 - $2,499

Accolade Home Care & Hospice Acme Electric Co All American Chevrolet Alliance Credit Union American Red Cross serving Texas South Plains Americot ARAMARK (Covenant) ARAMARK Education K-12 Armstrong Mechanical Inc Associated Supply Co Baker Brown & Thompson Law Firm Bank of America Becknell Wholesale Co. Big Brothers Big Sisters of Lubbock Bigbee & Curtis Law Firm Border States Electric Boy Scouts of America-South Plains Council Brown-McKee, Inc. Carr, Riggs & Ingram Casey Carpet One CenturyLink Community Health Center of Lubbock Consolidated Pipe & Tube Company Craig Terrill Hale & Grantham Danny’s Catering Service Department of Children’s Protective Services Ditch Witch Southwest Dollar Western Wear / UDAWG Graphics Education Service Center, Region XVII

All gifts are deeply appreciated. However, due to space limitations organizations giving less than $1,000 could not be listed. Every effort has been made to include pledges received by January 24, 2019.

To view this list online, visit our website at LIVEUNITEDLUBBOCK.ORG/SUPPORTERS Many thanks also go to our 2018 Campaign Event Sponsors and live united Golf Tournament Sponsors. To see a full list of these sponsors, please visit LIVEUNITEDLUBBOCK.ORG/CAMPAIGN-EVENT-SPONSORS and LIVEUNITEDLUBBOCK.ORG/GOLF-SPONSORS

PAGE 16

Family Counseling Services Forrest Heights United Methodist Glasheen Valles & Inderman Grimes Insurance Agency Inc.

Guadalupe Parkway Neighborhood Centers GVH Distribution H & H Trailer Sales Harkins, Hancock, and Johnston Dentistry HDS Foundation

UNITED WAY STAFF

Hobart Corporation Howard Cunningham Houchin & Turner Howell & Windham Advertising Jones Flygare Brown & Wharton Law Firm Knox Gailey & Meador Liggett Law Group Live Oak Animal Hospital Lubbock Avalanche-Journal Lubbock State Supported Living Center Mason Warner & Company McCleskey Harriger Brazill & Graf McWhorter Cobb & Johnson McWhorter’s Merrill Lynch ONEOK West Tex Transmission O’Reilly Automotive Osteogenics Biomedical Overhead Door Co. of Lubbock Pennington, Bass & Associates Plains Cotton Growers Primary Utility Services

Retail Merchants Association Robison Johnston & Patton Roman Catholic Diocese of Lubbock Shropshire Insurance Agency Sims Hubbert & Wilson Law Firm South Plains Sonic Spirit Chrysler Dodge Jeep Splawn Simpson & Pitts Law Firm St. Clair & Massey Orthodontics State Comptrollers Office Stephen Joseph Inc. Suddenlink Communications Target Store #83 Texas Commission on Environmental Quality Texas Dept. of Criminal Justice Region 5 Satellite Office The Parenting Cottage Triple J Chophouse & Brew Co. Upbring Voice of Hope Wellington State Bank Women’s Protective Services Workforce Solutions South Plains

Glenn Cochran President/Chief Executive Officer

Amanda McAfee Marketing & Communications Director

Mallory Neal Office Manager

Amy Berry Senior Vice President of Donor Relations

Devin McCain Campaign Division Director

Kimberly Pruitt Administrative Assistant

Lynn Owens Vice President of Annual Campaign

Sammye Sharbutt Campaign Division Director

Paula Miser Women United Director

Christopher Hook Vice President/Chief Financial Officer

Esther Felton Database Manager

Carolyn Simpson Community Impact Associate

Ashley Ammons Community Impact Director

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LIVE UNITED FINANCIAL STATEMENTS

2018 ANNUAL CAMPAIGN $5,824,983 INDIVIDUAL SUPPORTERS $4,411,778

Special Events Golf Tournaments

CORPORATIONS & FOUNDATIONS $1,046,986 Corporations & Foundations Individual Donors

SPECIAL EVENTS $138,984

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GOLF TOURNAMENTS $227,236

LUBBOCK AREA UNITED WAY Financial Statements December 31, 2018

STATEMENT OF FINANCIAL POSITION

STATEMENT OF ACTIVITIES

ASSETS

REVENUE

Cash $ Investments (Short & Long Term) Pledges Receivable (Less Allowance for Uncollectibles of $528,331) Other Receivables Prepaid Expenses Total Current Assets Land, Building, and Equipment (at Cost, net of Accumulated Depreciation of $729,492) Total Assets

1,296,042 5,228,888 4,608,958 26,640 82,919 11,243,447

730,157 $

11,973,604

LIABILITIES Accounts Payable Agency Allocations & Designations Total Liabilities

$

91,702 1,874,528

$

1,966,230

Public Support from Annual Campaign $ Less: Campaign Support for Other Organizations: State Employees Charitable Campaign Donor Designations Provision for Uncollectible Pledges (2017/18) Total Current Year Annual Campaign $

6,063,863

Additional Campaign (Prior Years) Collections in Excess of Allowance (2015/16) Net Annual Campaign $

107,762 141,327 4,379,873

Other Public Support and Revenue Endowment Contributions & Pledges Other Campaign Related Revenue Investment Income Other Non Campaign Revenue: Rental, Grants Total Other Public Support & Revenue $

34,983 267,252 32,032 146,494 480,761

Total Revenue

NET ASSETS Unrestricted Designated by the Governing Board for: Capital & Technology $ Improvements Casa de Amistad Undesignated - General Activities Equity in Fixed Assets Total Unrestricted Net Assets $ Temporarily Restricted Restricted by Time and Donor for: $ Operating Budget Future Campaigns Other Commitments Total Temporarily Restricted Net Assets $ Permanently Restricted Restricted by Time and Donor for: Endowment Total Net Assets Total Liabilities and Net Assets

$

$

(871,009) (752,998) (309,072) 4,130,784

4,860,634

ALLOCATIONS, EXPENSES, AND LOSSES

80,000 7,229 4,958,867 818,374 5,864,470

765,311 86,685 65,972 917,968

3,224,583

Allocations to Agencies Donor Designations Capital Expenditures Affiliated Organizations: United Ways of Texas United Way Worldwide

$

Total Allocations $

Functional Expenses: Community Impact Supporting Services: Management and General Fund Raising Total Functional Expenses $ Total Allocations and Expenses Increase (Decrease) in Net Assets Net Assets - Beginning of Year Net Assets - End of Year

4,316,165 (752,998) 41,983 14,742 62,912 3,682,804 227,205 564,152 485,868 1,277,225

$

4,960,028

$

(99,394) 10,106,418 10,007,021

$

$ 10,007,021 $ 11,973,253

Note: The above information is summarized from the financial statements prepared by the management of the Lubbock Area United Way, Inc. as directed by its Finance and Audit Committees. The public accounting firm of Bolinger, Segars, Gilbert, & Moss will audit these statements and additional related information. Their report will be available at the United Way office and on the United Way website upon the report’s completion.

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Thank You FOR BEING IN THE

HOPE BUSINESS WITH US IN 2018.

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Lubbock Area United Way

Giving • People • Hope

Lubbock Area United Way 1655 Main Street, Suite 101 Lubbock, TX 79401 806.747.2711 LIVEUNITEDLUBBOCK.ORG