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Annual Report


From the Executive Director... You made a difference in our community through Meaningful Giving! This past year, we exceeded our campaign goal of $1,465,000 under the leadership of Campaign Chair Dottie Oakes. As a result of hard work and dedication from hundreds of employee coordinators, philanthropic individuals, and socially responsible companies, we raised critically needed dollars that were invested in 49 programs at 29 local health and human service organizations in Monongalia and Preston counties. These programs met critical needs in the areas of education, income, and health by serving individuals and their families who found themselves in need. Even during difďŹ cult ďŹ nancial times, we continued to see strong loyal giving, increased leadership giving both by donors and in dollars, increased revenues from special events, and the largest campaign to date! Not only did we raise critically needed dollars to support local programs, we generated additional resources through our extensive partnerships and community mobilization efforts. Many of these efforts are outlined in the pages of this annual report. I encourage you see the impact we are making in our community. Working together and drawing on our individual strengths made our local United Way grow stronger. We continue to build on a proud tradition of success. Thanks for your exceptional generosity and many contributions to another very successful year. Never underestimate the power of Meaningful Giving! With much gratitude,

Brandi Potock Helms Executive Director

MISSION STATEMENT The United Way of Monongalia and Preston Counties enhances the quality of life in our community by helping those in need.

Campaign Steering/LGA Committee Dottie Oakes- Chair Brad Greathouse Tammie Alexander Billy Atkins Kim Barnum Michelle Bechtel Beth Clements Darlene Dunn Monica Haddad Steve LaCagnin Bruce McClymonds Bob Milvet George Petroplus Chad Prather Irv Schuetzner Frank Vitale Nancy Walker

Directors from the United Way Funded Partners help reveal the total amount raised during the Third Progress Report, which was held at Erickson Alumni Center.



Dottie Oakes

Vice President of Nursing - WVU Healthcare

2013 Campaign Chair


Growth & Innovation (-100) Glenmark Holdings Great Beginnings Chesapeake Energy Outstanding Leadership Giving Jackson Kelly Outstanding Employee Giving Bowles Rice Spirit of Giving West Virginia University Live United WVU Healthcare Outstanding Employee Coordinator Lydia Neubauer- Jackson Kelly Best Community Impact Partner Dominion Post Community Investment Leader Monongalia County Schools

Combined Federal Campaign Campaign Cornerstone US Forest Service Outstanding Key Worker Ryan Watson Advocate of the Year Suzanne Marsh Best of the Best (CFC) DOE- NETL

Campaign Awards

Growth & Innovation (100+) KeyLogic Systems

Corporate Investment Awards Bronze Dominion Hope WesBanco Clear Mountain Bank

Silver BB&T Jackson Kelly United Bank KeyLogic Systems West Virginia Junior College

Platinum First Energy Mylan Pharmaceuticals WVU Healthcare

Corporate Volunteerism WVU Healthcare Advocate of the Year Jay Hanna Campaign Cornerstone Mylan Community Advocate United Bank Best of the Best First Energy

Representatives from First Energy pose with the Best of the Best plaque during the 2013 Awards Celebration.


Volunteer Connection

In 2012, the United Way Volunteer Connection helped provide essential services to the community by continuing our commitment to Live United through volunteerism. Many area volunteers assisted our neighbors by participating in projects to feed, clothe, and provide other basic necessities to those in need through participation in community-wide events including Youth Day of Caring, Martin Luther King Day of Service, Blue and Gold Mine Sale, and Day of Caring.


The area’s youth, adults and businesses continued to offer their time and support to ensure that much needed services were provided through their gifts of time and service. Their contributions allow the Volunteer Connection to continue to help enhance the quality of life in our community and support the mission of the United Way of Monongalia and Preston Counties.

Volunteers pose for a group photo before traveling to their Day of Caring projects. 115 volunteers participated in the annual day of service.


Day of Caring

Blue & Gold Mine Sale

Holiday Food & Toy Distribution

115 volunteers 474 hours

38 volunteers 508 hours

82 volunteers 1,436 hours

*Based on the national volunteer rate set by the Independent Sector

Advisory Committee Shelly Shaffer – Chair Desiree Eilers Sarah Glenn Angela Holdsworth Sharon Jackson Alexis McMillen Donna Tennant

The United Way, along with local businesses, promoted Random Acts of Kindness Week February 13th – 19th by encouraging the community to step out and do something nice for their neighbors. West Virginia University joined in by hosting a canned food collection at one of the home basketball games. This collection provided several hundred pounds of food to local food pantries in need.

Martin Luther King, Jr. Day of Service Thanks to funds provided by the City of Morgantown, the Volunteer Connection was able to provide mini-grants to local nonprofits who provided volunteer opportunities on Martin Luther King Jr Day to serve their clients. The national day of service is coordinated by the Corporation for National and Community Service and has grown to be a tremendous asset in small communities.

Volunteer Connection

Random Acts of Kindness Week

Grow, Give, Eat- Global Youth Service Day Grow, Give, Eat was a mini science fair held during Global Youth Day of Service with stations to teach families home gardening techniques, learn the skills needed to grow food at home, as well as resources available to help families in need and end struggles with food insecurity. Partnering with the Master Gardeners, WVU Extension, the Morgantown Farmer's Market, WVU Horticulture students, and WVU’s APO fraternity, families had the chance to experience foods they’d never tasted, learn how to start a small home garden and take any extra harvest to local food pantries, and even to got to participate in different science experiments that the WVU students had created. Families left with excitement and the knowledge to begin growing their own food at home and had fun learning to Grow, Give, Eat.

Easter Baskets Thanks to a gift from a generous sponsor, ten volunteers from the Volunteer Connection (4 adults & 6 youth) assembled Easter Baskets full of treats for 150 local children who may have gone without such a gift on Easter Sunday morning. The baskets were then distributed to 7 local nonprofit agencies who distributed them to their families in need.


Community Initiatives

Emergency Food and Shelter Program The Emergency Food and Shelter Program was established on March 24, 1983, with the signing of the "Jobs Stimulus Bill," Public Law 98-8 with a $50 million appropriation. During its 20 years of operation, the program disbursed over $2 billion to over 11,000 local providers in more than 2,500 counties and cities. The program's objectives are: to allocate funds to the neediest areas, ensure fast response to foster public/private sector cooperation, and ensure local decision making to maintain minimal, but accountable, reporting.

Organizations receiving funds in Phase 29: Bartlett House RDVIC Catholic Charities SRSH Connecting Link Christian Help

$ 13,115 $ 500 $ 1,500 $ 1,000 $ 8,550 $ 2,000

UWMPC is the contact signer for Monongalia County’s EFSP Local Board.

Warming Hands Warming Hearts $20,000

Distributed to the community through a partnership with the Connecting Link.

from Hazel Ruby McQuain Foundation


In 2012, over families received heating assistance with this money.


Through a partnership with the City of Morgantown, collection meters (specially-designated parking meters) were placed in areas of Morgantown known for panhandling. The purpose of the “Power of Change” program is to give charitable citizens an opportunity to make a donation with confidence that the funds will go to social service organizations that assist serving the needs of those less fortunate. This also works to discourage recipients of “hand-to-hand” donations from using the funds to support inappropriate lifestyles, and instead, help to serve them in a more positive way.

We have partnered with FamilyWize Community Service Partnership to make prescriptions more affordable for those without insurance or even those who have insurance that doesn’t cover their medicine. FamilyWize cards have provided needed relief with great success, saving 5,871 people in our community more than $378,354 on the cost of their medicine. We are one of 1,000 local United Ways that have joined the partnership over the last 7 years. The cards can be downloaded from our website or picked up in person at our offices or the 29 funded partners.


UWFRN uses many venues throughout the year to ensure Monongalia County children and families have the necessary knowledge and resources to become and or maintain stability. The annual pool party was held July 23 at Krepps Park where over 300 attended, including140 adults and 160 children. FamilyWize Cards were distributed to all families and Choose to Change gave out beach balls and signed up families for their research study on childhood obesity.

Child Abuse Prevention

Our Child Abuse Prevention committee acts as the vehicle of change in preventing child abuse and neglect, building awareness and understanding of the importance of early development to the future success of children. It supports and/or initiates public and private collaborations that improve and/or expand the current range of services for children and families.

Substance Abuse Prevention

Our substance abuse Prevention Committee works with local community stakeholders to develop a comprehensive plan addressing substance abuse issues related to serving “at risk� youth and families in Monongalia County.

Food Insecurity

The UWFRN organized numerous community collections and monetary donations for the eleven food pantries serving on the Food and Hunger Committee.

live in families that lack the means to regularly put enough nutritious food on the table

60 tons

of non-perishable, household items were collected and distributed during 2012.

outerwear items collected during annual winter drive BUCZ parent portfolios distributed

pounds of unwanted prescription drugs were collected through take back program

Family Resource Network

Information and Resource Dissemination

parents participated in our Social Media, Cyber Bullying Workshop

community members participated in our Drug Prevention Workshop

$13,000 was raised in monetary donations.

14,000 Monongalia County

children and families utilized local pantries.

Advisory Committee Janet Scarcelli- Chair Melanie Braun Jamie Gudiel Anne MacBride Stormy Matlick Jon McCurdy

Beth Nair Julie Parsons Suzanne Smart Paula Taylor Laura Walls

Over 1,400 bags were packed as part of the annual Holiday Food and Toy Distribution each December.


Events and Activities

The 8th Annual Chili Cook Off was held to raise funds for service-learning projects promoted through the Volunteer Connection. Over $1,100 was raised and put back into the community through youth volunteer opportunities such as Thanksgiving baskets for families in need and art projects with local nursing home residents. The event took place March 3rd at the Mountaineer Mall.

The 21st edition of our annual Day of Caring helped jumpstart our fall campaign on August 5th. Campaign Chair Dottie Oakes welcomed volunteers and thanked them for giving their day back to the community. After all enjoyed a kick-off lunch at St. Mary’s in Star City, volunteers spread out to 22 projects at 16 social service agencies in Monongalia and Preston Counties. 115 volunteers participated and gave 474 hours of their time during this year’s event.

The Blue & Gold Mine Sale, which was held May 19th, is a large community and university-wide event that promotes recycling, and a reduction in the amount of items put into the waste system as students move out of the area after graduation. West Virginia University students and community members donate unused or unwanted items during the month of May at collection sites around Morgantown. Those items are then sorted, organized and sold at yard sale prices by volunteers. All proceeds from sale day benefit the United Way’s annual campaign.


The 2012 sale raised over $15,000, which was our second largest sale ever.

Bikers enjoyed a beautiful scenic ride during the 10th annual Ride United Poker Run, which was held June 23rd and began at Triple S Harley Davidson. Over 200 bikers took part in the annual run and made stops at four local pubs/bars to draw their poker hands. The winner of the best hand received a $1,000 cash prize and second chance winner received $500. The ride ended with a barbeque at Archie’s in Sabraton, where all enjoyed music, food, and fun. Staff members gathered over 40 great prizes that were raffled off during the barbeque. The run raised over $8,000. Bikes prepare for the mass take-off of the 10th annual Poker Run.

Events and Activities

10th Annual Ride United Poker Run

14th Annual Corporate Cup Challenge The Annual United Way Corporate Cup Challenge has become a community favorite. For winners, and all participants, the goal is to have fun and raise funds. Points are awarded for team performance in each event. Participants compete in one of two divisions, based on company size. The 14th edition of the Challenge took place June 6th-8th and brought out over 360 individual participants. We had 17 teams and raised over $9,000. The Divison I winner was KeyLogic and the Division II winner was Mylan Pharmaceuticals.

14th Annual First Energy Golf Outing Fort Martin employees have a long history of donating to our United Way, both through their company’s corporate campaign and through the station’s annual golf outing. The 14th annual outing took place on September 21st at Preston Country Club. The event, which brings golfers from across the region, was the largest outing to date and raised over $10,000. In the 14 year history, the outing has raised more than $120,000 for our community. Golf carts line the trail as golfers prepare to start their day at the 14th annual First Energy Golf Outing.


Leadership Giving Association

Alexis de Tocqueville Society Zackquill Morgan Society Scott Club | $5,000 - $7,499 Evans Club | $3,500 - $4,999 Hagans Club | $2,500 - $3,499

Kerns Club | $2,000 - $2,499

McCleery Club | $1,500 - $1,999

Dering Club | $1,250 – $1,499

Madera Club | $1,000 - $1,249


Gifts of $10,000 + Gifts of $1,000 - $10,000

Founders Society

Campaign Chair Dottie Oakes poses with 2014 Campaign Chair Brad Greathouse during the LGA reception.

Gifts of $750 - $999

Julie Smith and Michael Heston, Jr. welcomed attendees to the 2012 LGA reception, which was held at their home.

Leadership Giving Association

Madera Club | $1,000 - $1,249


Financial Report

Statement of Financial Position (Year Ending December 31, 2012)

Checking/Savings Accounts Receivable (Net of Allowance) Total Current Assets Property and Equipment Accumulated Depreciation

770,973 892,362 1,663,336 544,690 (128,221)

Total Fixed Assets


Total Other Assets



$ 2,093,260

Accounts Payable Allocations & Designations Payable Other Current Liabilities

30,385 1,105,088 20,368

Total Current Liabilities


Note Payable Building Other Liabilities

188,106 32,210

Total Liabilities Total Equity

1,376,160 717,100


$ 2,093,260

Statement of Activities

(Year Ending December 31, 2012) Direct Public Support Program Revenue In-Kind Goods and Services Other Revenues Interest Income Total Revenues Allocation Expense Designation Expense Program Expenses Business Expenses Professional Fees Facilities & Equipment In-Kind Goods and Services Payroll Expenses Miscellaneous Other Operating Total Expenses Net


1,461,940 88,067 31,268 48,136 2,558 $ 1,631,969 1,002,000 73,276 113,882 9,633 7,997 57,777 31,268 297,849 3,014 59,068 $ 1,655,768 $ (23,799)

User your smartphone to scan this QR code and view our full audit and ďŹ nancials

Finance Committee Randy Christopher- Treasurer Christine Murphy- Asst. Treasurer Dave Bott Judy Brennan Adrienne Crutch Tony Curia Vincent DiChiacchio Tim Hairston Dave Kelley Ryan Simonton Kevin Speaker

Matt Heiskell- Chair Seth Hayes – Vice Chair Stephanie Bock Carl Cannon Sarah Glenn Ed Harman, Jr. Pam Kaehler Michelle Keith John Myers Nick Taylor Barb Thorn Janet Scarcelli Tamara Williamson

The Citizens’ Review process is the most important part of the United Way’s relationship with community donors, offering a unique assurance to every contributor. Each year, Citizens’ Review volunteers meet to consider agency funding requests and direct the donor’s gift to the area of greatest community need. The committee is made up of between 9-15 members serving three year terms who represent a cross-section of the community. In addition, Citizens’ Review liaisons provide support and input to the funding decisions during the allocation process. These trained volunteers, who live and work in our community, spend weeks reviewing agency information, program data, and financial documents. Site visits are conducted to meet staff and tour the agency’s facility. The committee works hard to balance the needs of the community with available resources. Allocation recommendations are made to the United Way Board of Directors for final approval.

Citizens’ Review

Citizens’ Review Committee Members

FUND DISTRIBUTION VALUES Volunteer Driven and Managed: Committee direction and final decision will be made by volunteers.

Citizens’ Review Liaisons Anne-Marie Borbely-Bartis Mallory Cash Desiree Eilers Kevin Hamric Josh Jarrell Park Johnston Jim Karinshak Mary King Leah McAllister Jon McCurdy Terrance Moore Keith Morgan Scott Myers Jennifer Nichols Jack Richman Nicole Saffron Ryan Watson Kim Weaver Julie Westfall

Fair: The fund distribution system will be perceived as “fair” both by the organizations involved and by the contributors. Accountable: United Way will know and be able to communicate to its public how the funds that are raised are translated into services. Donor Responsive: Methods will allow donor input into the system. Competitive: Organizations will enter the system knowing that they are competing and that not all applications will be funded. Inclusive: Those who make the decisions, as well as those receiving funds, will be representative of the community.

Community Vision Council Jay Hanna – Chair Greg Adkins Dave Bott Jackie Englehardt Bobbie Hawkins Bob Pirner Shelly Shaffer Nick Taylor Barb Thorn Nancy Walker

Agency Relations Liaison Committee Bobbie Hawkins – Chair Jane Haines Julie Harris Sharon Jackson Mary King Bob Pirner Patricia Watson


Foundations & Grants

City of Morgantown - Community Development Block Grant City of Morgantown - Martin Luther King, Jr. Day Grant Dominion Foundation George D. Hott Memorial Foundation Hazel Ruby McQuain Foundation Healthy Children Healthy Families John Mathew Gay Brown Family Foundation Lynch Foundation Monongalia County Commission Grant Sodexho Foundation TEAM for West Virginia Children, Inc West Virginia DHHR Planning & Coordination Grant West Virginia DHHR United in Prevention Grant WVU Extension Service

Special thanks to the Media Embracing the Community partners who donate hundreds-of-thousands of dollars of free services to the annual campaign.

Media/Creative Team Michael Arbogast Tony Caridi Courtney Dlugos Lori Fowler Kay Murray Dale Sparks Andy Walls Amanda Zorosky


Awards Celebration February 2013

Campaign Event Sponsors

Day of Caring/Kick-Off August 2012

Leadership Giving Reception August 2012

Employee Coordinator Trainings July 2012 B.E. Taylor Concert December 2012

Pacesetter Kick-Off July 2012

Community Leaders’ Breakfast June 2012

Campaign Chair Blitz November 2012


In Memory...

In Memory... The United Way of Monongalia and Preston Counties lost two very important United Way family members. Both men have left a lasting legacy of involvement and philanthropy. Their roles were many and their impact will be felt for generations to come.




Policy and Planning


Barbara Parsons- Co-Chair Kim Barnum- Co-Chair Ashley Hardesty Odell Sheila Seccuro Nancy Walker Seth Wilson

Steve LaCagnin- Chair Bobbie Hawkins Pam Kaehler Jon McCurdy Sharon Jackson Laura Jones Denny Poluga Alicia Dalton-Tingler

Kim Barnum- Chair Michelle Bechtel Darlene Dunn Jim Karinshak Ashley Hardesty Odell Barbara Parsons Chad Prather Nancy Walker

Board of Directors Seth Wilson President Bowles Rice

Shelly Martin Secretary KLM Properties

Pamela M. Kaehler 1st Vice President Monongalia Health System

Randall Christopher Treasurer WVU School of Dentistry

Barbara Parsons 2nd Vice President Community Volunteer

Ryan Adrian Tammie Alexander Kimberly Barnum Michelle Bechtel Beth Clements Alicia Dalton-Tingler Sarah Rotruck Glenn Brad C. Greathouse Monica Haddad Jane Haines Jon Hammock Jay Hanna Ashley Hardesty Odell Bobbie Hawkins Seth Hayes Matthew Heiskell Jim Karinshak Mary B. King Stephen LaCagnin Jon McCurdy Sherea Mercure Terrence R. Moore Christine Murphy Dottie Oakes Chad Prather James A. Sears, Jr. Shelly Shaffer Julie Smith Nick Taylor Frank Vitale Nancy Walker Camille Western Julie Westfall

Alliance Realty Steptoe & Johnson MVB Bank Gianola, Barnum, Wigal & London West Virginia University National Energy Technology Laboratory WVU - Student Affairs Mylan Pharmaceuticals Attorney Clear Mountain Bank KeyLogic Systems National Energy Technology Laboratory Bowles Rice Alpha Associates Jackson Kelly Spilman Thomas & Battle United Bank Community Volunteer Jackson Kelly Community Volunteer Blaine Turner Advertising City of Morgantown FCX Systems WVU Healthcare Huntington National Bank First Energy BB&T CLG WesBanco Clear Mountain Bank Monongalia County Board of Education/MIMG Monongalia Health System Mylan Pharmaceuticals

The Team

278C Spruce Street, Morgantown, WV 26505 Phone: (304) 296-7525 | Fax: (304) 296-6370

Funded Programs 49 Programs 29 Agencies

2012 Annual Report  

The 2012 Annual Report of the United Way of Monongalia and Preston Counties

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