2017 uwsc annual report print

TO LIVE BETTER WE MUST

LIVE UNITED 2016-17 ANNUAL REPORT

Financial PEOPLE Project

Skagit Financial PEOPLE (Peers Empowering Others by Providing Leadership and Education) host financial education sessions with groups of Low-to-Moderate Income individual & families throughout Skagit County.

Graduates receive a Skagit Asset Building Coalition certificate upon completion of the series, helpful for opening accounts at partner financial institutions.

Last year, 6 peer leaders assisted 46 Skagitonians in improving their financial situations.

“Financial People project has provided a continuing opportunity for myself and fellow peer leaders to advocate for financial education while connecting with our community.”

Peer Leader, Echo Arseneau Trained Peer leaders guide participants on accessing community resources, serving as critical liaisons to financial institutions and other organizations providing financial education.

These classes teach principles such as:

• Stabilized Housing • Financial Home • Children Savings Accounts (CSA) • Post-Secondary Education • Reduced Debt • Improved Credit

United Way of Skagit County

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2016-17 Annual Report

President Lisa Janicki & Executive Director Debra Lancaster YOU, the donors, have helped build a positive and sustainable quality of life across Skagit County. This Annual Report is one way for you to learn about YOUR impact on the lives of children, families, and nonprofits across Skagit County.

Together, we have a UNIQUE place in the nonprofit world.

Now more than ever, community members, policymakers, business leaders, nonprofits, and individuals are collaborating to affect change on a scale that no single organization can achieve on its own. We can accomplish more by sharing best practices and leveraging resources rather than duplicating services.

What binds us together is a powerful sense of belonging to each other, to shared goals, and to the communities we serve.

Giving to United Way makes good sense – and creates great outcomes.

~Thank You

This is what United Way is all about: We are greater than the sum of our parts, and we will ALL reap the rewards of the change we create together.

Staff

Board of Directors Bill Aslett

Marie Erbstoeszer

Lynn Murphy

Yadira Rosales

Phil Brockman

Andrew Entrikin

Kevin Paul

James Tangaro

Sanofi / City of Burlington

Retired Health Care Planning

Sedro-Woolley School District

Ann Caldwell US Bank

Port of Skagit

Cory Ertel

Shell Puget Sound Refinery

Ken Dahlstedt

Lisa Janicki

Connie Davis

Jennifer Johnson

Deb Davis Bundy

Andrea Martin

Skagit County

Skagit Regional Health

Skagit Publishing

Annie Di Meo KAPS/KBRC Radio

Skagit County

Skagit County

SaviBank

Puget Sound Energy

Skagit Valley College

Swinomish Indian Tribe

Kari Ranten

Skagit Regional Health

Greg Reed

Tesoro Refinery and Marketing Company

Tiffany Urland

Cascade Natural Gas

Greg Reed Consulting

Kim Walley Peoples Bank

Kyle Reep

D.A. Davidson & Company

Will Reichardt

George Welch

United Steel Workers - Local 12-591

Skagit County

Don McMoran WSU Extension

United Way of Skagit County

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2016-17 Annual Report

Debra Lancaster Executive Director

Lynne Blanford Finance Manager

Philip Prud’homme

Resource Development Manager

Spencer Pope

Communication Coordinator

Echo Arseneau

Donor & Volunteer Coordinator

Contact information: Info@UnitedWaySkagit.org 360.755.9521 www.UnitedWaySkagit.org

United Way Donors Make it Happen

TOGETHER, we work with program partners and coalitions to create sustainable change in the lives of thousands of children and families locally.

TOGETHER, by providing grant opportunities, fiscal oversight, and trainings to local non-profits, we help ensure that partners follow best financial practices and programs are impactful while aligning with the efforts of others.

United Way Donors support outcome-driven programs in the areas of Education, Income, and Health: the building blocks of a good quality of life.

TOGETHER, we convene local experts who build new, innovative programs to address gaps in services.

Increase access to high-quality early learning and literacy opportunities.

TOGETHER, we leverage local donations to bring thousands of dollars in additional resources to Skagit County in the form of Corporate Gifts, Grants and Sponsorships.

Improve family financial stability.

Support healthy, safe choices.

TOGETHER, we make it happen.

To find a full list of funded programs please go to: Impact Programs at www.UnitedWaySkagit.org

United Way of Skagit County

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2016-17 Annual Report

Accountability & Transparency Support & Revenue

2016-17 Financial Report Assets Liabilities Net Assets

2%

2% 4% 2% Donor Directed Funds

26%

$1,652,475 343,262 $1,309,213

Other

Expenses

$834,597 342,536 27,500 18,500 46,201 27,453 -29,583 $1,267,204

Sponsorships In-Kind Contributions

14% 25%

61%

Supporting Services Donor Directed Funds Programs

Accountability Checklist

Expenses: Supporting Services Donor Directed Funds Programs Total

Restricted Grants

64%

Support and Revenue: Community Fund Donor Directed Funds Restricted Grants Sponsorships In-Kind Contributions Other Less Uncollectable Pledges Total

Community Fund

An active Board of Directors comprised of citizen leaders that meets regularly.

$195,224 342,536 824,311 $1,362,071

Board of Directors review and approve the annual budget and quarterly financial statements.

A Finance Committee.

Transparency All supporters, partners, and community leaders have access to United Way of Skagit County documents on our website at unitedwayskagit.org, including: ~Annual audited financials ~IRS tax return

~Annual Report ~Board of Directors roster ~Staff roster

Volunteer-Led Organizational Self-Assessment

Have ethics and conflict of interest policies.

Have a diversity policy.

Have a “whistle-blower” policy.

The CEO’s performance and compensation reviewed and approved.

Every three years, United Way of Skagit County evaluates organizational performance by conducting a volunteer-led self-assessment.

United Way of Skagit County

Board of Directors review the annual independent audit report, as well as the auditor’s management letter comments.

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Prohibit providing donor information to third parties.

2016-17 Annual Report

Workplace Campaigns The backbone in the fight for healthier Skagit communities. Highlighted are Pacesetter organizations – they set the tone for fundraising by making early campaign pledges, communicating the importance of giving locally, and coming together around shared goals.

Anacortes School District Bank of the Pacific Banner Bank Best Buy Boys and Girls Club of Skagit County Brigid Collins Burlington-Edison School District Car Toys Cargill Cascade Natural Gas Corp.

Chinook Enterprises City of Burlington City of Mount Vernon City of Sedro-Woolley Columbia Bank

Comcast Cable Community Action of Skagit County Northwest Youth Services Opus Bank PACCAR Inc. Conway School District Costco Wholesale Draper Valley Farms Enterprise Rent-a-Car FedEx Goodwill Heritage Bank Hospice of the Northwest Macy`s Mills Electric

Corporate/Foundation

Gifts • Grants • Sponsorships • In-Kind Donations

Skagit Bank US Bank & US Bank Foundation North Coast Credit Union Opus Bank

Shell Foundation Tesoro Foundation The Boeing Company

PACCAR Inc. KAPS / KBRC (In-kind) Puget Sound Energy Foundation Employees Community Fund of Boeing Puget Sound BECU

Port of Skagit County Puget Sound Energy Regence BlueShield RW Baird Sea Mar Community Health Centers Sedro-Woolley School District Shell Puget Sound Refinery Skagit Bank Skagit County Skagit Farmers Supply Skagit Public Utility District #1 Skagit Regional Clinics / Hospital

SPARC Target Tesoro The Skagit United General District #304 United Way of Skagit County UPS US Bank Walmart Washington Federal Wells Fargo Bank Williams Gas Pipeline Youthnet

Many large companies, foundations, and local businesses make significant gifts to create positive sustainable change in Skagit County.

$7,500 - $14,999

$40,000+

$15,000 - $39,999

Mount Vernon School District North Coast Credit Union North Sound Behavioral Health Organization Northwest Clean Air Agency Northwest Educational Service District 189 Northwest Youth Services Opus Bank PACCAR Inc. PeaceHealth United General Medical Center Peoples Bank

$2,500 - $7,499

Cargill Cascade Natural Gas Washington Federal Williams Gas Pipeline The Argus Christmas Fund Regence BlueShield Costco Gates Foundation Draper Valley Farms BNSF Railway Company

United Way of Skagit County

$500- $2,499

Padgett & Padgett, PLLC (In-Kind) Skagit Publishing (In-Kind) United Parcel Service JM Smith Foundation Swinomish Casino & Lodge (In-Kind) SaviBank USW Local 12-951 Skagit Farmers Supply Pepper Family Fund Target JH Kelly, LLC United Way Worldwide (In-Kind) Dreamchasers RV of Burlington

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Peoples Bank Barrett Financial Community Caring Project Walmart PROforma Creative Printing Solutions Image 360 (In-Kind) Stephen Berentson Public Relations (In-Kind) Stowes Shoes & Clothing Macy’s

* Gifts can include matching payroll deductions, in-kind donations, sponsorship of events, and grants awarded for specific programs.

2016-17 Annual Report

INDIVIDUAL LEADERSHIP GIFTS Tocqueville

Antonia Elliott-Bush & Daniel Bush $10,000 + Heather Calvin Sean & Brenda Cornett Dr. Carl Berliner Alan & Yaneth Daniels Claude and Annie Blackburn John & Marie Erbstoeszer Mike & Lisa Janicki Robert Gruber Susan Krienen David and Christine Anonymous Hansen Mark D. Hansen Bryan & Carol Harrison Steve & Trish Henery $7,500 - $9,999 Rich & Betsy Humphrey Rob Huntley Guy Masters Diane Kaplan Bryanna Kessler Gail & Glenn King Dreabon & Dustin Knowles $5,000 - $7,499 Will & Jennifer Larson Barbara Leander Ann & Donald Caldwell Joseph Luciano Debra & Doug Lancaster Patrick Maddox Richard Moldenhauer Daniel Mahar James & Michele Tangaro Theresa Mahar Shirley Yap McCammant Family Anita & Charles McCarthy Christina McGee Kyle McNair William Mercer $2,500 - $4,999 Irene Millay Darrell Minaker Cheryl Bishop Anne Marie Morse Dr. Robert Coffey Christopher Neblett & Dr. Deborah North Tara Dowd & Steve Nelson Lea & Gregg Davidson Kim Ort Deb Davis Bundy Julie O’Shaughnessy Elsbree Sandi Paciotti, SB&C Ltd Kenneth Patnode Ken & Susan Johnson Greg Peck Mike & Mary Killien Tim Quiggle Kirk Loy William & Wendy Rabel Ron McHenry Kari & Steve Ranten Diane Rusher Richard & Nancy Robblee Mark & Cec Spahr Sigrid Schumacher Kelly Tuohig & Ken Codlin David & Tracie Skrinde George Welch Kent Smith Michael & Patricia Woods Manny Smith Anonymous (4) Philip Stephenson Dr. Robb & Carrie Stewart James Upham Tom & Tiffany Urland $1,000 - $2,499 Mark & Julie Wenzel Stephen Williams Bud and Jackie Anderson Donald Wolf Kelly Bauer Wade Melton & Sara Young Grace Besancenez Jeffrey Zeiger Patrice & Philip Blakeway Anonymous (19) Mark Boger Dr. Patti & Michael Brettell Phil & Tamera Brockman Daniel Brown Mark & Kathy Buford Betty and Sean Burton

Bald Eagle

Red Tailed Hawk

Peregrine Falcon

Trumpeter Swan

Blue Heron $750 - $999

Charlie & Leanna Anderson Bill & Vicki Aslett Jody Carlisle John Carr Brian & Debbie Carroll Sandy & Mary Carter Richard Clasen Ken & Flo Dahlstedt Clifford Finkbohner David &Lisa Forsythe Jeff & Diana Holmes Sara Anne Simchik Hough Eiren & Rick McKay Sharon Pawlowicz Crystal Rau Jason Schmidt Jennifer Schoffstall Kevin & Kaela Schwitter Keith & Cyndi Sorestad Tabitha Squires Bob & Bonnie Warnecke Ron & Jan Wesen Anonymous (4)

Snow Goose $500 - $749

Susan & Jon T. Aarstad Jennifer Alatorre Barb Askland Greg & Stephanie Bachmeier Kurt Bachtold Mark & Karen Backman Karen Barlean Dan & Susan Berentson Kenny & Jenny Bergsma Dave & Becky Billings Lynne & Joe Blanford Peter & Laurel Browning Douglas Bruland Carl & Carmen Bruner Laura Cailloux & Andrew Ross James Campbell William Chambers Jean Champagne Vicki Childers Andrea Clancy Dr. Pauline Cline Scott Corcoran Meg Corpolongo Sheri Croll Shirley Cutshalls DeVoe Family Paul Dixon

United Way of Skagit County

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Nathan & Jonna Dunham Kirk Dunn Mark & Sandra Eaton Diane Eiesland David & Aree Entenmann Darren Erickson Cory Ertel Marc & Pam Estvold Ian Faley Lance Fisher Brett Fontes John & Gail Fotheringham Jason Francis Laurence A. Francois Axel Franzmann John Fromong John Gallagher John & Renee Garman Erica Guesford Levi Hall Linda Hammons Rachel Handy The Hansen Family Carol Hawk Bill & Amanda Henkel James Hobbs Jr. Kay Hoffman Tim & Pat Halloran Alicia Huschka Elizabeth Jennings & Tim Schaebethal Hasley Johns Jennifer Johnson Kirk Johnson & Lori Nordgulen Dr. Bryan & Anne Jones Caleb Koorn The Krell Family Henk & Sue Kruithof Thomas LaCroix Susan Lange & Rich Reim Linda Lee Nathan Levin Jim Lippert James Lowe Craig Mack Byron Manering Chanda Marek Andrea & Terry Martin Patsy Martin Robert Martin Linda McAdams Kimberly McCarn Katy McCoard Belinda & Michael McDowell Agata McIntyre Lori McLeod Dawn Meade Medcalf Family Darlene Mindrum

2016-17 Annual Report

Dyana Mitchell Justin Moe Deannie Nelson Kat Nichols Doreen Nystrom Gary & Karen Parnell Kelly Parsons Gary Pea John & Michele Pope & Family Philip Prud`homme & Michelle Stahl Greg & Lou Ann Reed Kyle & Kelly Reep Adam Regan Will & Diane Reichardt Wendy Rohrbacher Bob & Jennifer Walton Michael & Ellen Schweigert Kate Scott Anthony & Catherine Senff Becky & John Taft Kevin & Ann Tate Chad & Tracy Tesarik Cecil Thomas Sarah Thornhill Mia Troy Lin & Carla Tucker Keith & Beth Tyne Omar Valdez Ezio Vermiglio Lynn Wade Shane & Kim Walley Bruce Weicht John & Allison White Don Wick Mr. James F. Wietlispach Maria Wraspir David Wright Mike & Jeanne Youngquist Chris & Helen Zimmerman

*For full list including our loyal sustainable givers go to www.unitedwayskagit.org.

Any missing or misspelled names are unintentional.

Please contact our office so errors can be corrected.

Looking to the Future Success in school, career, & life starts at birth.

Brain science data indicates that the biggest changes in children’s brains happen well before they enter school.

Investing in Early Childhood Education is an investment in our future. $1 invested can save up to $16 in future costs.

For these reasons United Way brings non-profits, government agencies, and leading experts to find practical solutions that will bring out the most in ALL Skagit children.

There are currently 7,286 children under the age of 5 in Skagit County.

Every year only 40% of those entering Kindergarten are ready.

The time to act is NOW!

United Way of Skagit County brings you the most up-to-date information on Early Learning.

For more helpful information like this Kindergarten Readiness pamphlet scan this code with your smart phone or go to www.UnitedWaySkagit.org