2010 Annual Report
United Way of the Chattahoochee Valley
Advancing the Common Good United Way is working to advance the common good by focusing on Basic Needs, Income, Health and Education, the building blocks that make our community a great place to live and work. Our goal is to create life-changes that prevent problems from happening in the first place. You are part of that change. Together, united, we inspire hope and create opportunities for a better tomorrow. Together, we advance the common good. That’s what it means to LIVE UNITED. Here are some of the results of our partnerships: • Kids Café enables children in need to have access to nutritious meals during a crucial time in their development. Last year 587 children were served 86,000 meals as part of the agency’s after-school and summer meal program. • Services to military families through the American Red Cross Armed Forces Emergency Services: services include keeping families connected to their loved ones serving in the military and assisting families prevent, prepare for, and cope with emergencies. Last year, 2,658 persons were helped through these services. • The Showering Program for the Homeless addresses the basic human need of personal hygiene by aiding in the prevention and spread of disease, infection and skin disorders among the unsheltered homeless population. This program also increases their clients ability to present themselves for employment opportunities. Last year, 610 participants used these showering services at least once a week. Clients also receive information and referrals to other service providers, and use provided computers to help with employment opportunities (resumes, searches, online applications).
Billy Blanchard United Way Board Chair
As of March 22, 2011
Board of Directors
2010 Investment in the Chattahoochee Valley
Ms. Marshelia Adams ATMOS Energy
Mr. Robert Kidd Hecht Burdeshaw Associates
Mr. Kevin Sass Doctors Hospital
Dr. Susan Andrews Muscogee County School District
Ms. Adelaide Kirk WTVM- TV
Colonel Terry L. Sellers Maneuver Center of Excellence
Mr. Richard Anthony Synovus
Mr. Nate Klein Aflac
Mr. Alan Shaw Char-Broil Division W. C. Bradley Co.
Mr. Billy Blanchard CB&T
Dr. Ed Lopez Columbus Foot and Ankle, PC
Mr. Wade Burford CB&T of East Alabama
Mr. Matt Loudermilk Aflac
Mr. Murray Solomon Raymond James Financial Services, Inc.
Sheriff Heath Taylor Russell County
Mr. Victor Cross Phenix-Russell Chamber of Commerce
Mr. Eddie Lowe Columbus Bank and Trust of East Alabama
Dr. Larry DiChiara Phenix City Schools
Mr. Rodney Mahone President and Publisher Ledger-Enquirer
Ms. Phyllis Wagner W.C. Bradley Co.
Ms. Sallie Martin Columbus Travel Bureau
Ms. Pat Waldrop The Heritage Agency
Mr. Josh McKoon McKoon & Associates
Ms. Dorenda Weaver TSYS
Dr. Timothy S. Mescon Columbus State University
Mr. Mike Welch Regions Financial Corporation
Mr. Robert Granger St. Francis Hospital Ms. Susan Hall Eastman Kodak Co. Ms. Audrey Hollingsworth Synovus
Mr. Abbott Turner II W. C. Bradley Co.
Education Basic Needs
Mr. Isaiah Hugley Columbus Consolidated Government
Mr. David Passman Carmike Cinemas
Mr. Danny Johnson Georgia Power Company
Colonel Roy Plummer (Ret) Muscogee County Jr. ROTC
As of March 22, 2011
United Way of the Chattahoochee Valley Mission To create positive change in the Chattahoochee Valley by collaborating with partners and bringing resources together to improve peopleâ€™s lives. Vision To be a dynamic community that works together to solve core issues ensuring a good quality of life for all our citizens. Together we focus on four core areas: Basic Needs, Income, Health and Education. Involves More than 20,000 givers and hundreds of volunteers who donate countless hours serving on committees, assist with community projects and lead the community investment process. In addition, the annual community campaign raised $6,775,176 and the Combined Federal Campaign raised $880,772.57 in 2010. Service United Way of the Chattahoochee Valley improves lives by helping thousands of people throughout our region in Muscogee, Harris, Chattahoochee, Stewart, Talbot, Marion and Taylor counties in Georgia and Russell County in Alabama. Governance United Way is governed locally by an independent Board of Directors chaired by Billy Blanchard, President of CB&T and Chair-Elect, Dr. Timothy Mescon, President of CSU. Partners Together, we get the results that no one can accomplish alone. In partnership with government, civic, and business leaders, we are currently working on the areaâ€™s 10-Year Plan to End Homelessness. United Way has 26 community partner agencies and funds 49 programs vital to the life, safety, and welfare of the Chattahoochee Valley residents. The United Way does not charge a fee to agencies it provides funding. Efficiency For every dollar raised, 89.5 percent goes directly to provide needed services in the Chattahoochee Valley. The Better Business Bureau Standards of Accountability recommend a minimum of 65 percent. Ranking Out of the 1,250 United Ways, United Way of the Chattahoochee Valley ranks 95 for total dollars raised. This achievement is a true testament to the spirit and hearts of the people of the Chattahoochee Valley. Together, we do LIVE UNITED! VITA In 2010, United Way spearheaded an effort to expand the Volunteer Income Tax Assistance (VITA) Program and establish a permanent site to the local community. This effort combined with a grant from Walmart, partnership with Goodwill and a coalition of community partner agencies expanded and returned more than $2.2 million in tax refunds. The VITA Program offers free assistance to those with low-to-moderate income filing a federal and state return.
As of March 22, 2011
Statement of Financial Position Assets
Cash and equivalents
Pledges receivable, less allowances for uncollectible
Other current assets
Total current assets Investments, at fair value
Land, building & equipment, net of accumulated depreciation Total assets
Donor designations payable
Unrestricted Operating $778,717 Board designated $324,390
Total current liabilities
Total net assets $1,519,646 Total liabilities and net assets $7,414,785 As of March 22, 2011
Statement ofofActivities Activities and Change ininNet Net As Statementof Activitiesand andChange Changein NetAs As sets ets Statement ssets Public Support and Revenue Gross campaign results (09-10 campaign) Releases of 09-10 campaign from restriction Less donor designations Less provision for uncollectible Net campaign revenue (09-10 campaign)
Unrestricted $7,535,339 $213,471
Other public support and revenue Total Revenue
Gross campaign results (10-11 campaign) Less provision for uncollectible Net campaign revenue (10-11 campaign) Special events In kind gifts revenue Reimbursements - Combined Federal Campaign Investment income Volunteer center grants Net assets released from restriction
As of March 22, 2011
Statement of Activities and Change in Net Assets Expenses
Program Services Gross funds awarded/distributed Less donor designations Net funds distributed
UW Volunteer Center
United Way programs Supporting services
Other program services
Increase (decrease) in net assets NET ASSETS, beginning of period NET ASSETS, end of period
$1,519,646 As of March 22, 2011
Campaign 2010 Goal
% of Goal
Chairmans: Timothy Mescon
Major Firms: Derek Mann
Account Development: Sean Knox
Business: Sommer Bundy
Healthcare: Robert Granger
Foundations: Tony Link
Residential: Sam Wellborn
Attorneys: Greg Ellington
Dentists: Dr. Brett Helton
Physicians: Dr. Jimmy Brooks
CPA’s: Jason Pease
Agencies: Lynn Hart
Phenix City: Wade Burford
Governments: Isaiah Hugley
Schools: Dr. Billy Kendall
CFC-Local United Way Giving
*Loaned Executives: Helen Johnson
*Tocqueville Society: David Passman/Marc Olivie’
Top Ten: Timothy Mescon
Special Events Global Corporate Leaders Unsolicited Campaign Total
Dollars raised in these categories are included in the campaign total above.
As of March 22, 2011
The Tocqueville Society is a national association created to celebrate people who make an annual contribution of $10,000 or more. The society takes its name from a French historian and aristocrat Alexis de Tocqueville who expressed his admiration of the American tradition of neighbor helping neighbor in his classic treatise “Democracy in America.”
Community Investment Process Volunteers are responsible for deciding how dollars are invested in our community. Volunteers work in teams reviewing written applications and conducting site visits. United Way leadership and staff continuously revise and update this process to ensure it is as effective as possible. Recent changes include: • Renewed communication to agencies that there would be fair and equitable treatment throughout the community investment process. •
Significantly increased the number of volunteers participating in the community investment process.
Added a team of financial experts to serve as financial review volunteers to ensure that each organization exercises good governance and financial oversight.
Extended the volunteer review period from one to seven weeks.
Improved the training and evaluation process.
Engaged the team leaders in the final decision making process with the community investment board members.
During the review process, the community volunteer investment teams review programs using three key criteria: • • •
Needs: Is the program meeting a need in the community? Results: Is this program achieving results (not just providing a service) to the target population? Stewardship: Is the organization a good steward of United Way funds? Are funds needed and managed effectively?
2010 Allocation Board Eddie Lowe Vernadine Mabry Jacki Lowe David Passman Sue Hall Phyllis Wagner Roy Plummer Mike Welch Larry DiChiara
2010 Team Leaders Tiny Washington William Kent Will Thompson Drew Hollomon Elizabeth Cook Marshelia Adams Shelia Jones Jeff Branham Travis Clark As of March 22, 2011
Funded Partner Agencies and Programs American Red Cross of Russell County • Emergency Service • Health & Safety Services American Red Cross, West Central Georgia Chapter • Emergency Services • Health & Safety Service • Community and Biomedical Services Boys & Girls Clubs of the Chattahoochee Valley • Education and Career Development • Character and Leadership Development • Health and Life Skills • The Arts • Sports Fitness and Recreation Boy Scouts of America, Chattahoochee Council • Scouting Bridges Learning Center • Autism Treatment Center Columbus Community Center • Youth Development Columbus Hospice, Inc. Crisis Center of Russell County • Rape Crisis Response Center • Shelter & Services for Victims of Domestic Violence Easter Seals West Georgia, Inc. • Therapeutic Care and Education The Family Center of Columbus, Inc. • Big Brothers/Big Sisters of the Chattahoochee Valley • Consumer Credit Counseling Service (CCCS) of West Georgia • FAST (Families And Schools Together) • Family Counseling of Columbus (FCC) Feeding the Valley Food Bank • Food Distribution • Kids Café Girl Scouts of Historic Georgia, Inc. • Leadership Development Experience • Outdoor Program Girls Incorporated of Columbus and Phenix-Russell • Health • Education
Goodwill Industries of the Southern Rivers, Inc Homeless Resource Network, Inc. • Homeless Services • Housing Stabilization • HOPWA Program (Housing Opportunities for People with AIDS) Hope Harbour • Shelter and Services House of Restoration • Restoration The House of T.I.M.E., Inc. • The House of T.I.M.E., Inc. Marion County Family Connection • Marion Midnight Basketball Open Door Community House • Children and Youth • Transition Home for Women in Crisis • Showering Program for the Homeless Russell County Child Advocacy Center, Inc • Child Advocacy Program • K.E.E.P. (Kids Engaged in Education and Prevention) Program • STARS Program (Specialized Treatment for Adolescents without Residential Services) The Salvation Army • Emergency Shelter/Emergency Food Program • Home Sweet Home Stewart Community Home, Inc • Community Home Teen Advisors • Teen Advisor High School Program • Velocity Middle School Program Twin Cedars Youth Services, Inc • Children’s Tree House, Inc. - Columbus Child Advocacy Cente • Chattahoochee CASA (Court Appointed Special Advocates) • Children’s Tree House – TRUST Program YMCA of Metropolitan Columbus • Character Development/Youth Sports & Aquatic • Rearing Children and Youth-at-Risk As of March 22, 2011