ADVANCING EDUCATION INCOME AND HEALTH
United WAy of Abilene 2014 Annual Report Love - Live - Give United Way of Abilene unitedwayabilene.org
Gary Ellison,Sam Ferguson, Le’ann Ardoyno, Jackie Underwood, and Katie Browning share their painting talents during a Day of Caring project at Cancer Services Network.
Dear Friends, It has been a pleasure for our family to serve Abilene and the Big Country together with you in 2014. It was most exciting to allocate to our nonprofit partners a thirty percent increase over the amounts distributed in 2013. On April 28, 2014, the United Way made organizational history by chartering the United Way of Foundation of Abilene. The goal of the Foundation is to raise an endowment that will someday pay all of the operational expenses for the United Way thus freeing up 100% of campaign donations to return to our partner agencies. In June, our community suffered through a terrible hail storm. United Way was able to assist our local partner agencies in getting back on their feet by paying deductibles on vans that transport children and roofs that house families in transition. In addition, several local roofing companies led by Barr Roofing came together in a “Roofers Giving Back” drive and raised an additional $16,000 for our annual campaign. In January 2015, we partnered with the Community Foundation to honor the Abilene Police Department and Taylor County Sherriff officers on Law Enforcement Appreciation Day. Today, we pause to honor again leaders and legends of our community: our members of law enforcement, our fire department, the men and women who serve at Dyess Air Force Base, and our veterans. We have been blessed in West Texas with leaders and legends since our earliest days. Jack Rentz has worked tirelessly as a champion for Abilene in his role as Campaign Chair. His hard work resulted in another increase in funds to our partner agencies. Citizens from all over responded to Happy State Bank’s challenge on Giving Tuesday and $18,000 was raised. Over and over volunteers and donors in the Big Country responded to the needs of our community with United Way serving as a conduit. Our volunteers are the heart and soul of Abilene and the change in our community that allows us to continue with our mission of Love-Live-Give. Thank you for your continued and generous support,
Sara Trammell 2014 Board Chair
BOARD OF DIRECTORS EXECUTIVE COMMITTEE
Board Chair: Dr. Sara Trammell, Hendrick Hospice Chair Elect: Chris Evatt, First Financial Bank Past Chair: Geoff Haney, Cape & Son Treasurer: Corby Flanagan, Condley & Company Secretary: Joey Light, Wylie ISD Campaign Chairman: Jack Rentz, The Rentech Companies Community Investment: Susan Watts, Community Volunteer Stewardship Review: Charles Ferguson, Caprock Inc.
BOARD MEMBERS
Lon Biebighauser, First Financial Bank Kevin Bredemeyer, Benco Pipe Les Bruce, H-E-B #070 Vanessa Roberts Bryan, McMurry University Ron Butler, First Financial Bank Justin Crowe, Hendrick Health System Mitch Davis, Wylie ISD Julie Denny, Community Volunteer Christal Faries, United Supermarkets Dr. Ashley Hall, ENT Specialists Haskell Hall, Lawrence Hall Chevrolet
Jay Hardaway, The Albany Group Jennifer Harper, First Financial Bank Dave Hedge, Zachry Publishing Dr. Nancy Kucinski, Hardin-Simmons University Jay Lester, Abilene ISD Reginald McCabe-Gossett, Hendrick Health System Pam McElrath, Hendrick Health System Mark Rogers, Abilene Christian University Jason Smith, Abilene Chamber of Commerce Jennifer Snodgrass, CBS Insurance Elizabeth Niblo Wallace, McMahon Sur0vik Suttle Attorneys
Dr. Cathy Ashby, President/CEO Greg Wilson, Chief Financial Officer Tom Ambrose, Director of Resource Development Bethany Ashlock, Community Impact & Marketing Director
Sarah Franz, Director of IDA & CFC Programs Brenda Brown, Office Administrator Mary Cooksey, 2-1-1 Program Director
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CREATING IMPACT
Together with 23 Community Partners, United Way of Abilene worked to provide real and lasting change for children and families in our communities. In 2014, United Way of Abilene invested $1,300,232 in our Community Partners. Below is a summary of their work.
Abilene Hope Haven sheltered 114
clients working to get back on their feet. Eighty-two clients successfully graduated from the program and moved into stable housing.
Adult Protective Services Partners served 161 clients in need
Connecting Caring Communities empowered residents of the
Alameda, Butternut/Chestnut, Carver, Holiday Hills, and Stevenson neighborhoods through partnerships and relationship building.
Southwestern Diabetic Foundation provided scholarships for 5 West Central Texas kids to learn about diabetes management at Camp Sweeney.
The Salvation Army served 78,064
Day Nursery of Abilene served 491
through the Bridge Room and addressed safety and mobility issues for 52 clients.
children at their three locations. Sixty-seven children completed the school-readiness program.
meals, provided 7,064 shelter nights, assisted 141 people with social services needs, and served 14 individuals in the Homeless to Work program.
Alliance for Women & Children
Dyess Youth Programs provided
YMCA of Abilene provided safe and
provided after school care for 1,321 students and mentored 99 girls through the A-Teens program.
Alzheimer’s Association supported
416 individuals and their families as they dealt with dementia and Alzheimer’s.
Ben Richey Boys Ranch provided
safety and stability to 20 young men in a nurturing environment.
Big Brothers Big Sisters served 603 children by matching them with positive role models. Boy Scouts, Texas Trails Council helped more than 200 young men develop leadership skills in the ScoutReach program.
Boys & Girls Club provided daily
educational and character building programming for 1,282 children and teens.
care to 441 children and youth in a safe and educational environment.
FaithWorks provided life skills
education and basic needs services to 40 individuals. Eighty-three percent of students graduated from the program and 22 have maintained employment since graduation.
Girl Scouts Texas Oklahoma Plains
served 704 girls in programs that help them lead, grow, and learn.
Noah Project served as a center
of care for 906 individuals seeking safety, support, and advocacy. Noah Project also provided primary prevention programs to 16,920 students.
Presbyterian Medical Care Mission provided 9,500 needed
medical appointments and 1,200 dental appointments.
Regional Victim Crisis Center
428 individuals battling cancer by providing financial assistance, support, and resources.
began the Big Country CASA program. CASA volunteers advocated for 33 abused and neglected children to help secure permanent placement in caring environments.
City of Abilene Adaptive Recreation had an average daily atten-
Shackelford County Community Resource Center served 240
Cancer Services Network aided
dance of 120 clients that were a served hot, nutritious lunch.
Communities in Schools case
managed 919 students and ensured graduation for 94% of eligible students.
affordable childcare for 369 children and helped 11 youth gain self-confidence through the Intensive Supervision Program.
2-1-1 Texas A Call for Help handled 34,549 contacts from West Central Texans and 19,128 contacts from outside West Central Texas. More than 23,000 contacts came from Taylor County residents. Top met needs in 2014 included Electric Service Payment Assistance, Food Pantries, and Rent Payment Assistance. A Call for Help continues its coordination of the Basic Needs Network (BNN), a collaboration of organizations working together to better meet the needs of those in West Central Texas. The forty agencies doing client level service tracking in the BNN served 17,828 unduplicated clients in 2014.
students during their Summer Day Camp and ensured that 98% of ASPIRE students were promoted to the next grade level.
2014 Annual Report |
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RESOURCE DEVELOPMENT Annual Campaign
The work of United Way of Abilene could not be accomplished without campaign volunteers. Volunteers include the Board of Directors, Campaign Cabinet, Speakers’ Bureau, Loaned Executives, as well as Employee Campaign Coordinators and Teams.
Loaned Executives
Loaned Executives are volunteers “loaned” from local companies that give United Way the essential man power to take our message to workplaces throughout the area. In 2014, 15 Loaned Executives conducted campaigns that raised more than $1,016,000.
Speakers’ Bureau
To educate the community about our work, we create a volunteer Speakers’ Bureau. In 2014, Speakers’ Bureau members spoke at 117 campaign meetings and agency fairs.
Young Leaders Society
A group of passionate individuals committed to our community came together to create the Young Leaders Society (YLS). YLS members are establishing ways to give their time and talents to United Way. Two inaugural events were hosted by the YLS - The White Party and a Day of Caring.
Alexis de Tocqueville Society
Alexis de Tocqueville Society members contributed a record $504,000 to United Way of Abilene in 2014. Society members provide the leadership and generosity that transform our community. Above: Jack Rentz, Campaign Chairman and Cathy Ashby at the Annual Leadership Gathering. Far Left: The Diller Family volunteering at the YLS Day of Caring. Left: Loaned Executives Lori Herrick, Adam Parker and Ben Russell competing in the LE Amazing Race.
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Texas & Pacific $1,200-$1,499
Ms. Heather S. Anderson Ms. Suzanne Allmon Mr. Joshua B. Archer Mr. & Mrs. James Berry Ms. Mary Lee Brooks Mr. & Mrs. Bud Brown Mr. & Mrs. Les Bruce Mr. & Mrs. Kyle Bryan Mr. & Mrs. Ken Burgess, Sr. Dr. & Mrs. Heath Burns Dr. Mark Butz Mr. & Mrs. Dale Cartee The Doctors Christopher Mr. & Mrs. Tim Collard Dr. Virginia Boyd Connally Mr. & Mrs. Mitch Davis Ms. Nadine Davis Mr. & Mrs. Mike Dickie Mr. & Mrs. Sage Diller Mr. & Mrs. Robert W. Eagle Mr. & Mrs. Brett Emmett Dr. & Mrs. Ferral Endsley Mr. & Mrs. Ramiro Faz Mr. & Mrs. Allan Frizzell Mr. Chip & Dr. Allison Garrett Mr. & Mrs. Jason Gebhart Mr. & Mrs. Robert Gee Mrs. Louis Gee Mr. & Mrs. Tracy Gilliam Mr. Jim Goldston Mr. Robert Goodner Mr. & Mrs. Gary S. Gragg Mr. & Mrs. Paul Graham Mr. Jeff Graham Mr. & Mrs. Tim Graves Mr. & Mrs. David Green Mr. & Mrs. Gail Gregg Dr. & Mrs. Jack Griggs Mr. & Mrs. Jason Hall Dr. & Mrs. Glen Hall Mr. & Mrs. Melvin Harper Mr. & Mrs. Mark Haynes Mr. & Mrs. Dave Hedge Mr. & Mrs. Robert Hitt Col. Jim D. Holmans (Ret) Mr. & Mrs. Sean Houston Mr. & Mrs. David Hunter Mr. & Mrs. Bob Wayne Johnson Hon. Susan & Dr. Austin King The Doctors LeMasters Mr. & Mrs. Jay Lester Mr. & Mrs. Joey Light Dr. & Mrs. Tim Lillick Mr. & Mrs. Luke Longhofer Mr. & Mrs. Chester Massengill Dr. & Mrs. Gary McCaleb Mr. Tim S. McCarry Mr. & Mrs. Bobby Melson Dr. Paul W. Meriwether Mr. & Mrs. Jon Moody Mr. & Mrs. Mike Murphy Mr. & Mrs. Tom Niblo Mr. James M. Orr Mr. & Mrs. Robert Patton Mr. & Mrs. Joseph Pearson Dr. Vince Priestner Mr. & Mrs. Grant Rampy Dr. & Mrs. Jack D. Ramsey Mr. & Mrs. Jack Rich Mr. & Mrs. Kent Rideout Mr. & Mrs. Chris M. Riley Mr. Edward Sanchez Mr. & Mrs. John Saringer Dr. Phil Schubert Mr. & Mrs. Scott A. Serrault
LEADERSHIP GIVING
Mr. & Mrs. Gary H. Shahan Ms. Patti Shaw Mr. & Mrs. Vir Bo Shomansurov Mrs. Frances G. Smith Mr. David Smith Mr. & Mrs. Richard Spicer Mr. & Mrs. Randy Spiva Mr. & Mrs. John Stearns, Jr. Ms. Karen Stephan Mr. & Mrs. Billy Stone Dr. & Mrs. Slade Sullivan Mr. & Mrs. Scott Taliaferro, Jr. Dr. & Mrs. Brett Teague Mr. Charles E. Tennesson Mr. & Mrs. Kirk Thaxton Mr. Dan Thompson Mr. James D. Tittle Dr. Carl Trusler & Dr. Jaynne Middleton Mr. & Mrs. Gary Tucker Mr. & Mrs. Benny W. Turney Ms. Thelma Vega Mr. & Mrs. Rick Waldraff Mr. Gary Webb Mr. David Weems Mr. & Mrs. Brice West Dr. & Mrs. Gary Wilson Mr. & Mrs. Greg Wilson Mr. & Mrs. Bobbie Lee Wolfe Mr. & Mrs. Richard Wolfe Mr. Michael Wolverton Mr. & Mrs. W. P. Wright, Jr. Dr. Patrick G. Young
Cypress
$1,500-$1,999
Mr. & Mrs. Bob Allen, III Mr. & Mrs. Leroy Bolt Dr. & Mrs. Thomas V. Brisco Mr. & Mrs. Vance Cooksey Mr. & Mrs. Joe Bob Davis Mr. & Mrs. Don Drennan Mr. & Mrs. Charles Erwin Mr. & Mrs. Ray Ferguson Mr. & Mrs. Corby Flanagan Mr. & Mrs. Gary Galbraith Mr. & Mrs. Paige Gollihar Mr. & Mrs. Arthur Goolsbee Hon. Lee & Dr. RaeAnn Hamilton Mr. Dave & Dr. Sandra Harper Mr. & Mrs. Bruce Hildebrand Mr. Scott McDonald Mr. & Mrs. Robert McMillan Mr. Bynum Miers Dr. & Mrs. Royce Money Mr. & Mrs. G. Lee Moore Ms. Janet O’Dell Mr. & Mrs. Don Poindexter Mr. & Mrs. Scott Senter Mr. & Mrs. Bill Senter Mr. & Mrs. Glen Shedd Mr. Jason Smith Mr. & Mrs. Tom Tomaras Mr. Richard Young
Elks
$2,000-$2,499
Mr. & Mrs. Paul L. Cannon Mr. & Mrs. Glen D. Churchill Dr. & Mrs. Matthew W. Cope Dr. & Mrs. Barry Eitelman Mr. & Mrs. Chris Evatt Dr. & Mrs. Lanny Hall Dr. & Mrs. William C. Haynes Mr. & Mrs. Tim Lancaster Mr. & Mrs. Raymond McDaniel, Jr. Mr. Kenneth T. Murphy Mr. & Mrs. Harry C. Reaugh
Grace
$2,500-$3,499
Mr. & Mrs. Robert Briley Mr. & Mrs. Charles Doby Mr. & Mrs. Gerald Galbraith Mr. & Mrs. Larry Gill Mrs. Ralph Hooks Mr. & Mrs. David McKenzie Mr. & Mrs. Bobby Miers Mr. & Mrs. Sydney Niblo Dr. John Royse Dr. & Mrs. Gorman Thorp
Paramount
$3,500 - $4,999
Mr. & Mrs. Philip Ashby Mr. Grady Barr Mrs.Billye Proctor Shaw & Mr. L. Glynn Ray
Swenson
$5,000-$7,499
Mr. & Mrs. Ron Butler Mr. & Mrs. David L. Copeland Mr. &Mrs. Mike McDonald Mr. & Mrs. Hillary Moore
Wooten
$7,500-$9,999
Mr. & Mrs. Henry Lee Caldwell Mr. & Mrs. Lee A. Hampton
Alexis de Tocqueville Society Membership in the society is granted to those who contribute $10,000 or more annually.
Mrs. Carolyn Barber Ms. Dixie Bassett Mr. & Mrs. Bob Beckham Mr. & Mrs. John Beckham Mr. & Mrs. Tucker Bridwell Mr. & Mrs. Joe Canon Mr. Bill Chaney The Crawford Family Mr. Scott Dueser Mr. & Mrs. Murray Edwards Mr. & Mrs. Charles Ferguson Mr. & Mrs. Geoff Haney Mr. & Mrs. Jay Hardaway Dr. Bob Leedy & Dr. Nikki Green Ms. Julia Jones Matthews Mr. Kelly McCarty Mrs. Lori Owens Mr. & Mrs. Trevor Rees-Jones Mr. & Mrs. Jack Rentz Mr. & Mrs. Cliff Smith The Doctors Trammell Dr. & Mrs. Paul Watts Bob L. Herd Foundation Dian Graves Owen Foundation Denny Family Foundation Dodge Jones Foundation Shelton Family Foundation Steve Arthur Family Foundation
Data as of 1/28/15
2014 Annual Report |
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UNITED WAY FOUNDATION
In April 2014, United Way of Abilene accomplished a long-time goal - the formation of the United Way Foundation of Abilene. The goal of the Foundation is to provide the flexibility and future capacity required to allow United Way of Abilene to continue addressing the changing needs of West Central Texas. The Foundation board, led by Chairman Scott Dueser, is committed to building an endowment that will fund operational expenses so every campaign dollar raised goes directly to partner agencies. Long-term in scope, the Foundation affords donors the opportunity to leave a legacy and shape the future of West Central Texas.
VOLUNTEER SERVICE AWARD
In 1989, the United Way of Abilene Board of Directors approved the establishment of a Volunteer Service Award. The purpose of the award is to honor one outstanding volunteer for “a lifetime of community service.” Criteria for the award are a commitment to service to others, determination and persistence in fulfilling volunteer obligations, loyalty and integrity, active involvement in community activities in addition to United Way, and dedication to helping people in Abilene. Past Recipients: 1990 - Ray Howe 1991 - Bob Tiffany 1992 - Harold Crawford 1993 - Dale Ackers 1994 - Walter F. Johnson 1995 - A.B. “Stormy” Shelton 1996 - Mozelle Scarborough
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1997 - Jesse C. Fletcher 1998 - Harwell Barber 1999 - Fred Lee Hughes 2000 - Scott Dueser 2001 - Royce Money 2002 - Billye Proctor-Shaw 2003 - Gary D. McCaleb 2005 - Dian Graves Stai
2007 - Bill Waddill 2008- H.C. Zachry 2009 - Mike Schweikhard 2010 - Paul Cannon 2011 - Dale Cartee 2012 - John Beckham 2013 - Dr. Bob Hunter 2014 - Dr. Phil Christopher
VOLUNTEERS & COMMITTEES Thank you to all of our volunteers who invest their time and effort to ensure our success!
COMMUNITY INVESTMENT Susan Watts, Co-Chair Regi McCabe-Gossett, Co-Chair Staci Benavides Mittie Blackburn Debbie Bolls Megan Bolls Theron Cole Justin Crowe Nadine Davis Diane Doonan Gary Ellison Judy Elmore Michele Gates Holly Grant Dr. Ashley Hall Jennifer Harper Bill Havins Kelly Jones Melinda Jordan Andrea Kerley Amy Kramer Nancy Kucinski Katherine Lewis Adam Lott Norene Mansell Pam McElrath Dennis McQuiston Anna Maria Melendez Santos Navarette Cynthia New Sal Palacio Priscilla Rayford Vanessa Roberts-Bryan Belinda Roensch Mark Rogers Candy Scarborough Karen Stover Jim Trietsch Lana Trietsch Michelle vanHorne
STEWARDSHIP
Charles Ferguson, Chair Bob Allen
Lon Biebighauser Sharmon Daley Jennifer Eller Corby Flanagan Shelby Gibbs Geoff Haney Russell Harred Matt Higgins Annabel House Melissa Irby Joe Melson M’chelle Reedy Jason Smith Misty Tom Keith Wiley
FINANCE
Lon Biebighauser Chris Evatt Corby Flanagan Geoff Haney Regi McCabe-Gossett Dr. Sara Trammell
MARKETING
Dave Hedge, Chair Julie Denny Jay Hardaway Jennifer Harper Nancy Kucinski Jason Smith
YOUNG LEADERS SOCIETY Vanessa Roberts-Bryan Justin Crowe Dr. Ashley Hall Jay Hardaway Marshall Morris Mark Rogers Jennifer Snodgrass Elizabeth Niblo Wallace
CAMPAIGN CABINET Jack Rentz,Chair Dr. Phil Christopher
Julie Denny Scott Dueser Christal Faries Carol Haynes Dave Hedge Forrest McMillan Mike Murphy Marelyn Shedd
LOANED EXECUTIVES
Kylon Atteberry United Supermarkets Lon Biebighauser First Financial Trust Sage Diller Enprotec/Hibbs & Todd Lori Herrick McMurry University Tiffany Lamb Community Volunteer Adam Parker First Financial Bank Corey Patterson Abilene Christian University Zack Rainbow City of Abilene Ben Russell Coleman County State Bank Ethan Shepherd Abilene Regional Medical Center Reed Stafford Hendrick Health System Chris Surratt First Financial Bank Diane Taylor ScentAir Jennifer Waldmann Hardin-Simmons University Anthony Williams Hendrick Health System
FOUNDATION
Scott Dueser, Chairman Geoff Haney, Vice Chairman Dr. Cathy Ashby, President Hillary Moore, Treasurer Carolyn Beckham, Secretary Leroy Bolt Dr. Phil Christopher Joe Crawford Dr. Sara Trammell
Bottom Row L-R: Vanessa Roberts-Bryan and Wally the War Hawk kick off Day of Caring. Elizabeth & Wilson Wallace, Ashley Hall and Leila Darby at The White Party. The 2014 Loaned Executive Team.
2014 Annual Report |
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CAMPAIGN AWARDS Red Feather Society
Community Excellence
Organizations in the Red Feather Society are corporate philanthropists that have an annual investment of $10,000 or more.
AEP Texas Atmos Energy First Financial Bank Hendrick Health System H-E-B #070 The Rentech Companies United Supermarkets
75% Participation & $100 per capita Abilene Glass & Mirror • Alliance for Women & Children • Ben Richey Boys Ranch • Big Brothers Big Sisters • Central Appraisal District of Taylor County • Day Nursery of Abilene - Sherry Lane • Frontier Welded Products • Presbyterian Medical Care Mission • Toro
Silver
Blue Feather Society
Barr Roofing Beltway Park Baptist Church Cargill Prosperity Bank Suddenlink Toro Employee Giving
50% Participation & $60 per capita AISD - Planetarium • Perry Hunter Hall Insurance • Senter Realtors • Suddenlink • United Supermarkets #546 • United Supermarkets #548 • W.I.S.D. - Administration • W.I.S.D.-Intermediate
First Financial Bank • Hendrick Health System • The Rentech Companies
Assets
Cash & cash equivalents…………………....…1,131,902 Cash & cash equivalents - designated/restricted…..336,411 Accounts receivable & prepaid expenses.…………….195,931 Campaign pledges receivable, net…………….…..936,464 Property & equipment, net………...............…48,208 Beneficial interest in assets held by others…42,281
United Way of Abilene 240 Cypress Abilene, TX 79601 unitedwayabilene.org
60% Participation & $80 per capita Abilene Chamber of Commerce • Abilene Hope Haven • AISD - ATEMS • Atmos Energy • Batjer & Associates • Coleman County State Bank-Abilene Banking Center • Communities in Schools • Day Nursery of Abilene - Cedar • Day Nursery of Abilene - Vine • H-E-B #070 • Noah Project • The Salvation Army • Tittle Luther Partnership/Parkhill Smith & Cooper • W.I.S.D. - Elementary • W.I.S.D. - Middle School
Bronze
FINANCIAL DATA Total Assets
90% Participation & $150 per capita Abilene Aero • AISD - Holland Medical High School • Better Business Bureau • Borden Duffel, P.C. • Cancer Services Network • Condley & Company • Connecting Caring Communities • Davis Kinard & Co., P.C. • Day Nursery of Abilene - Administration • Prosperity Bank • Rentech Boiler Systems • UPS • United Way of Abilene • Wells Fargo Advisors • Wolfe & Company • Zachry Associates
Gold
Organizations in the Blue Feather Society are corporate philanthropists that have an annual investment of $5,000-$9,999.
Pinnacle Award $100,000+ in Corporate &
Data as of 1/28/15
$2,691,197
as of 12/31/14 (unaudited)
Liabilities & Net Assets
Liabilities Accounts payable & accrued expenses………..…83,454 CFC & SECC funds payable………………….….........47,072 Community funds commitment…………..……..1,302,035 IDA Program deferred revenue……………....……..52,576
Total Liabilities
$1,485,137
Net Assets Unrestricted........................................…….….537,023 Unrestricted - board designated…………..........295,214 Temporarily restricted.............…………..….…....331,542 Permanently restricted............……………....…….42,281
Total Net Assets Total Liabilities & Net Assets
$1,206,060 $2,691,197 Annual Meeting Sponsored in Part By: