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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.

5% 5%

Sheriff Heath Taylor Russell County

35%

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

28%

32%

Mr. Abbott Turner II W. C. Bradley Co.

Education Basic Needs

Mr. Isaiah Hugley Columbus Consolidated Government

Mr. David Passman Carmike Cinemas

Income

Mr. Danny Johnson Georgia Power Company

Colonel Roy Plummer (Ret) Muscogee County Jr. ROTC

Health

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 people’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 area’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

$2,634,058

Pledges receivable, less allowances for uncollectible

$3,987,595

Accounts receivable

$8,550

Other current assets

$31,219

Total current assets Investments, at fair value

$6,661,422

Land, building & equipment, net of accumulated depreciation Total assets

$428,973

Liabilities

2010 Goal

$6,500,000

$324,390

$7,414,785

Net Assets

Allocations payable

$5,765,588

Donor designations payable

$96,610

Accounts payable

$9,948

Unrestricted Operating $778,717 Board designated $324,390

Accrued expenses

$22,993

Temporarily restricted

Total current liabilities

$5,895,139

Permanently restricted

$416,539

Total Raised

-

Total net assets $1,519,646 Total liabilities and net assets $7,414,785 As of March 22, 2011

$6,775,176


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

Permanently Restricted

Total $7,535,339

($213,471)

($96,610)

($96,610)

($457,160)

($457,160)

$7,195,040

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

Temporarily Restricted

($213,471)

$6,981,569

$455,444

$455,444

($44,633)

($44,633)

$410,811

$410,811

$44,161

$44,161

$5,000

$5,000

91,534

$91,534

$52,737

$52,737

$16,554

$15,000

$31,554

$27,282

($27,282)

$237,268

($12,282)

$224,986

$7,432,308

$185,058

$7,617,366

As of March 22, 2011


Statement of Activities and Change in Net Assets Expenses

Unrestricted

Program Services Gross funds awarded/distributed Less donor designations Net funds distributed

Temporarily Restricted

Permanently Restricted

Total

$6,225,982

$6,225,982

($96,610)

($96,610)

$6,129,372

$6,129,372

UW Volunteer Center

$75,373

$75,373

United Way programs Supporting services

$57,516

$57,516

$806,222

$806,222

$7,068,483

$7,068,483

Other program services

Total Expenses

Increase (decrease) in net assets NET ASSETS, beginning of period NET ASSETS, end of period

$363,825

$185,058

$548,883

$739,282

$231,481

$970,763

$1,103,107

$416,539

$1,519,646 As of March 22, 2011


Committees

Campaign 2010 Goal

2010 Pledges

% of Goal

Chairmans: Timothy Mescon

$386,000

$421,735

109.3%

Major Firms: Derek Mann

$623,000

$616,933

99%

Account Development: Sean Knox

$67,000

$88,547

132.2%

Business: Sommer Bundy

$109,000

$84,378

77.4%

Healthcare: Robert Granger

$270,000

$281,915

104.4%

Foundations: Tony Link

$383,000

$383,700

100.2%

Residential: Sam Wellborn

$477,000

$482,676

101.2%

Attorneys: Greg Ellington

$89,000

$76,228

85.6%

Dentists: Dr. Brett Helton

$19,000

$15,950

83.9%

Physicians: Dr. Jimmy Brooks

$28,000

$27,032

96.5%

CPA’s: Jason Pease

$46,000

$31,870

69.3%

Agencies: Lynn Hart

$160,000

$149,828

93.6%

Phenix City: Wade Burford

$280,000

$308,144

110.1%

$17,000

$15,490

91.1%

Governments: Isaiah Hugley

$152,000

$165,520

108.9%

Schools: Dr. Billy Kendall

$194,000

$174,068

89.7%

CFC-Local United Way Giving

$30,000

$31,537

105.1%

$0

$99

$20,000

$29,441

$0

$18,338

$6,500,000

$6,775,176

104.2%

*Loaned Executives: Helen Johnson

$4,115,000

$4,947,532

120.6%

*Tocqueville Society: David Passman/Marc Olivie’

$1,617,000

$1,568,733

97%

Top Ten: Timothy Mescon

State Employees

Special Events Global Corporate Leaders Unsolicited Campaign Total

Dollars raised in these categories are included in the campaign total above.

$3,150,000

$3,371,747

107%

147.2%

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


2010 Annual Report  

Annual Report

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