2017 Annual Report

UNITED WE WIN. 20

17 A RT NNUAL REPO

2017 ANNUAL REPORT

United Way of Southwest Virginia FIGHTS FOR THE HEALTH, EDUCATION AND FINANCIAL STABILITY of every person in Southwest Virginia because they are the building blocks for a good quality of life.

TABLE OF CONTENTS LETTER FROM THE CEO

3

ABOUT US 4 HEALTH Initiatives

7

Feature

8

Partnerships

10

EDUCATION

Childhood Success Initiatives

13

Youth Success Initiatives

15

Feature

16

Partnerships

19

FINANCIAL STABILITY Initiatives

21

Feature

22

Partnerships

22

2017 FINANCIALS 24 GAME-CHANGERS

2017 Partners

27

2017 Leadership Donors

28

10 Most Generous Workplaces (Employee Giving)

29

2017 Volunteer Recognition

31

2018 Impact Award Recipients

31

2017 Board Recognition

32

HEALTH EDUCATION FINANCIAL STABILITY UNITED WE FIGHT. UNITED WE WIN. United Way of Southwest Virginia fights for the health, education and financial stability of every person in our community. WE WIN BY LIVING UNITED. By forging unlikely partnerships. By finding new solutions to old problems.

By mobilizing the best resources. And by inspiring individuals to join the fight against their community’s most daunting social crises.

LETTER FROM THE CEO United Way has been in Southwest Virginia for more than 50 years. Needs have shifted during this time, and we have responded to those needs. Over the last few years, we have adjusted our work and shifted our focus from treating symptoms to addressing root causes. We have moved from being recognized as a premier fundraiser and distributor to an organization focused on preventative efforts as this produces a greater return on investment of generous resources provided by many of you.

In addition to this shift in thinking, we have taken a more regional approach, providing programs and services to 14 counties and 3 cities, leveraging our region’s strengths and collective assets. This has allowed us to bring unparalleled existing resources and proven results, combined with existing key relationships, to successfully scale effective and successful region-wide initiatives.

We are more than fundraisers.

We are hand-raisers.

We are game-changers.

We continue to fight for the health, education, and financial stability of every person in Southwest Virginia through an initiative-based cradle-to-career approach. We are creating sustainable solutions to address the challenges facing tomorrow’s workforce, but we cannot do this alone. The achievements highlighted in this report would have not been possible without the assistance of many individual, corporate, community, and government partners, and we are incredibly grateful for your support.

As we move eagerly to the challenges ahead, we are making positive progress in every corner of the region. We know that these issues are tough and will require tough work, and that change doesn’t happen alone. Together, we are driving the much needed generational change for the future of the region. With your support, we will continue fighting to create lasting change that impacts countless lives, making Southwest Virginia the best place to live, work and raise a family.

To all of our partners, volunteers, donors, and advocates, thank you for making 2017 another great year.

UNITED WE FIGHT. UNITED WE WIN. Travis W. Staton President and CEO United Way of Southwest Virginia

unitedwayswva.org 3

United Way of Southwest Virginia fights for the health, education and financial stability of every person in Southwest Virginia because they are the building blocks for a good quality of life. Through an initiative-based cradle-to-career approach, United Way of Southwest Virginia is creating sustainable solutions to address the challenges facing tomorrow’s workforce. United Way convenes cross-sector partners to make an impact on the most complex problems in our region. Through collaboration with government, business, nonprofit and individuals, United Way innovates for positive, lasting social change. With a footprint that covers nearly 15% of the state of Virginia, United Way of Southwest Virginia programs and initiatives serve the counties of Bland, Buchanan, Carroll, Dickenson, Giles, Grayson, Lee, Russell, Scott, Smyth, Tazewell, Washington, Wise, and Wythe, and the cities of Bristol, Galax, and Norton. For more information about United Way of Southwest Virginia, visit www.UnitedWaySWVA.org.

GILES BUCHANAN DICKENSON WISE CITY OF NORTON

LEE

Service area

4 unitedwayswva.org

TAZEWELL RUSSELL

BLAND

WYTHE SMYTH

SCOTT

CARROLL

WASHINGTON CITY OF BRISTOL

GRAYSON

CITY OF GALAX

Additional areas in which United Way of Southwest Virginia programs and initiatives are offered

“

The United Way slogan says so much: ‘United we fight.

United we win.’ The United Way strives to improve lives of so many through many different avenues.”

— B RENDA SUTHERLAND Leadership Giver

unitedwayswva.org 5

“

My goal is always to teach the kids something physically active that they will enjoy enough to keep doing for life.”

—C INDY BURKETT Health and Physical Education Instructor Chilhowie Elementary | Smyth County Schools, HCAT Partner

HEALTH

HEALTH United Way of Southwest Virginia is fighting for the health of the region by promoting healthy eating and physical activity, expanding access to quality health care, lowering

EDUCATION

the cost of prescription medications, building a more resilient community, and integrating health into early childhood development.

OUR HEALTH INITIATIVES HCAT

FINANCIAL STABILITY

The Healthy Community Action Team’s current program links elementary school students in Smyth County to physical activities (biking, fishing, golf, disc golf and swimming) and outings that align with Southwest Virginia’s abundant natural resources and recreational infrastructure.

FamilyWize

FamilyWize improves the health and well-being of individuals, families and communities through its partnerships with more than 100,000 community organizations to make prescription medication more affordable and more accessible for all.

UNITED WE FIGHT. UNITED WE WIN.

The HCAT is part of a grant initiative awarded by the Virginia Foundation for Healthy Youth.

Al’s Pals Al’s Pals is a comprehensive curriculum and teacher training program that develops social-emotional skills, self-control, problem-solving abilities, and healthy decision-making in children ages 3–8 years old.

Backpacks Unite

Backpacks Unite provides nutritious weekend meals during each school year to over 1,000 elementary and middle school aged students throughout Southwest Virginia ensuring that students come to school Monday ready to learn and ready to succeed.

The Al’s Pal’s program is part of a grant initiative awarded through the Virginia Foundation for Healthy Youth.

Uniting for Play United Way of Southwest Virginia created the Uniting for Play grant initiative to develop and improve local partner programs that involve children in active play to reduce obesity and limit screen time.

unitedwayswva.org 7

HEALTH FEATURE: HEALTHY EATING AND ORAL HEALTH PROJECT United Way of Southwest Virginia Community Investments improve the quality of life in Southwest Virginia. Each year we identify investment priorities and initiatives in health, education, and financial stability and partner with local agencies to provide services across the region.

Mountain Empire Older Citizens received a community investment for their Healthy Eating and Oral Health Project in Wise, Scott, Dickenson, and Lee counties and the city of Norton.

Program participants, Jim* and Nancy,* were experiencing pain and discomfort because of their teeth. They did not have a dentist, insurance, or money for dental work. Mountain Empire Older Citizens Family Support Worker, Sheila Davis, referred them to the RAM Health Clinic to receive free oral health services, including teeth extraction, fillings and cleanings.

Before and after receiving services, they were provided with toothbrushes, toothpaste, floss and oral health handouts such as Building Healthy Smiles, Taking Care of Young Children’s Teeth, and Water Health. Jim and Nancy also received toothbrushes and toothpaste for their son at parent group meetings. They told Sheila they didn’t realize how fast teeth can start to decay when you don’t take proper care of them.

Jim and Nancy now have healthy teeth, consume less sweets, and brush twice a day. The Healthy Eating and Oral Health program makes an impact on the oral health of members of the community of all age ranges through education about the practice of good oral health care and by providing preventive oral health treatments. * Names changed to shield personal identities.

“

Not only has the program impacted the oral health of the parents but now they also know how to practice good oral health care with their son.”

—S HEILA DAVIS Family Support Worker, Mountain Empire Older Citizens, Healthy Eating and Oral Health 8 unitedwayswva.org

MEALS PROVIDED through Backpacks Unite

$332,790

on prescriptions through our FamilyWize partnership

1,036

3RD–5TH GRADE STUDENTS participated in our HCAT curriculum of lifestyle wellness activities

2,618 people impacted by our community investments in health

554 children enrolled in Al’s Pals in 32 different early childhood classrooms completed an average of 15 lessons each

59 early educators

trained to build social emotional awareness and skills and prevent the use of tobacco, alcohol, and illegal drugs

Dickenson Community Hospital volunteers preparing to pack bags of food for Backpacks Unite.

HEALTH

228,312

We saved residents of Southwest Virginia

2017–2018 PARTNERSHIPS Healthy Communities Action Team (HCAT) Members Dennis Carter, Superintendent of Schools Smyth County Public Schools James Christian, Program Lead SWVA Program of Project Healing Waters Sarah Gillespie, Director Smyth County Chamber of Commerce Brian Martin, Town Manager Town of Saltville Aaron Sizemore, Executive Director Mt. Rogers Planning District Commission George Owens, Smyth County HCAT Manager United Way of Southwest Virginia Travis Staton, President and CEO United Way of Southwest Virginia

Healthy Communities Action Teams (HCATs) Atkins Elementary

Rich Valley Elementary

Chilhowie Elementary

Saltville Elementary

Marion Elementary

Sugar Grove Elementary

Oak Point Elementary

Partner Projects (Community Investment Grants) Healthy Eating and Children’s Oral Health Project by Mountain Empire Older Citizens (Dickenson, Lee, Scott, and Wise counties and city of Norton) Oral Health Education Project by LENOWISCO Planning District Commission (Lee, Scott, and Wise counties and city of Norton) Uniting for Play Projects Playground Construction by Dante Community Association (Russell County) Playground Construction by Giles County FOCUS Special Needs Field Day by Smyth County Special Games Playground Construction by Sugar Grove Elementary (Smyth County) Playground Construction by Town of Dungannon (Scott County)

Backpacks Unite Schools

Al’s Pals Schools North Tazewell Elementary

Buchanan County Head Start, Council

Castlewood Elementary

Northwood Middle

Cedar Bluff Elementary

Oakland Elementary

Buchanan County Head Start, Home-based

Clintwood Elementary

Raven Elementary

Copper Creek Elementary

Rhea Valley Elementary

Ervinton Elementary

Richlands Elementary

Fairview Elementary

Richlands Middle

Glade Spring Middle

Ridgeview Middle

Gladeville Elementary

Riverview Elementary/Middle

Greendale Elementary

Saltville Elementary

Buchanan County Head Start, Twin Valley (2 classrooms)

High Point Elementary

Sandlick Elementary

Kids Central, Esserville

Honaker Elementary

St. Paul Elementary

Kids Central, Haysi

John I. Burton High

Swords Creek Elementary

Kids Central, Monte Vista

Lebanon Elementary

Tazewell Elementary

Kids Central, Nita Bond, Coeburn

Lebanon Middle

Tazewell Middle

Lee County Head Start, Rose Hill

Lebanon Primary

Watauga Elementary

Meadowview Elementary

Wise Primary

Mountain CAP, Marion Head Start (2 classrooms)

Buchanan County Head Start, Hurley (2 classrooms) Buchanan County Head Start, J.M. Bevins Buchanan County Head Start, Riverview

Mountain CAP, Max Meadows Head Start (2 classrooms) Mountain CAP, Rural Retreat Head Start

Backpacks Unite Sponsors Abingdon Rotary Club

Oakland United Methodist Church

People Inc., Abingdon Child Development Center (3 classrooms)

Camp Zion Church

Pleasant View United Methodist Church

People Inc., Benhams Head Start (3 classrooms)

St. Mary’s Catholic Church

People Inc., Givens Head Start

Dickenson County Behavioral Services

Twin County Regional Hospital

Rooftop of Virginia, Cana (2 classrooms)

Dickenson County Food Bank

Universal Fiber Systems

Friendship Baptist Church

UPS Richlands

Highlands Fellowship, Marion Campus

Washington Chapel United Methodist Church

Kingsway Baptist Church

Wise Primary Volunteers, Lunchbox 276

Carilion Tazewell Community Hospital

Main Street United Methodist Church

United Way of Southwest Virginia

Rooftop of Virginia, Galax Head Start (3 classrooms) Scott County Head Start, Duffield (2 classrooms)

Mt. Olivet Methodist Church New Peoples Bank

unitedwayswva.org 11

HEALTH

Belfast Elementary

“

My second child attended a Virginia Quality rated center and was so far ahead of my first child at the same age. The center has skilled care providers who help children with their development.”

— L EVI TIGNOR Parent of Child at Virginia Quality Participating Provider

HEALTH EDUCATION United Way of Southwest Virginia is fighting for the education of the region by making sure children and youth can start school ready to succeed, become proficient readers

FINANCIAL STABILITY

at a young age, stay on track in middle school, earn their high school diploma, and pursue a higher education or career.

OUR EDUCATION INITIATIVES

We’re giving children a strong start by improving the quality of early experiences that equip them for success in school and in life.

Smart Beginnings Smart Beginnings brings together community partners dedicated to creating a quality early childhood system of care that improves the access to, the quality of, and the coordination of services for young children and their families.

Virginia Quality Virginia Quality leads the way for high quality early education for our youngest Virginians by setting standards for quality and providing a path for continuous quality improvement at child care centers, preschools and family child care homes across the Commonwealth of Virginia.

Virginia Quality is part of a grant initiative funded through the Virginia Department of Social Services.

Smart Beginnings is part of a grant initiative awarded through the Virginia Early Childhood Foundation.

Virginia Infant & Toddler Specialist Network Virginia Infant & Toddler Specialist Network (VA ITSN). VA ITSN delivers on-site services to program providers including individualized consultations, targeted trainings, classroom-focused mentoring, feedback and support, and connections to existing community resources that support healthy, safe and nurturing care for children, birth to 36 months.

The VA Infant & Toddler Specialist Network is a program of Child Development Resources and is supported by a Virginia Department of Social Services Grant with funds made available to Virginia from the U.S. Department of Health and Human Services.

unitedwayswva.org 13

EDUCATION

UNITED WE FIGHT. UNITED WE WIN.

Childhood Success Initiatives

4,828 children

served by 115 participating Virginia Quality providers

406 classrooms participated in Read Across America Day

7private

CHILDCARE CENTERS committed to participate in the statewide Mixed Delivery Preschool Project to ensure high-quality opportunities for preschoolers

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12 childcare providers received a total of

432 hours of coaching from the Virginia Infant & Toddler Specialist Network

1,250+

EARLY CHILDHOOD EDUCATORS participated in professional development trainings

103 partnerships

between UWSWVA’s Smart Beginnings initiative and schools, centers, foundations, hospitals, government, workforce development entities, and other service providers

27 educators

obtained their Child Development Associate Certification (CDA) with materials, training, and coaching from Virginia Quality

8,000 children

received books during Read Across America Day

40 centers

were provided with quality enhancement materials to improve learning environments for children

Youth Success Initiatives We’re connecting youth with the skills, experiences, and support they need for good-paying jobs and lifelong careers.

Ignite Program The United Way of Southwest Virginia Ignite Program sparks career interest in the next generation of Southwest Virginia’s workforce through career awareness and skill development.

The program helps bridge the gap between the worlds of learning and work by connecting schools and students with employers and employees. We have worked cross-sector to develop the following program components.

Skill Development • S oft skills curriculum from the Department of Labor to enable students to interact effectively and succeed in the workplace (6th–12th grade students) • F inancial simulations (Reality Stores offered in partnership with Virginia Cooperative Extension) to introduce concepts of smart money management (8th grade students) • I nternships to connect classroom learning to on-the-job experience and prepare students with necessary skills to fill workforce gaps (9th–12th grade students)*

Career Awareness • Web-based software for self-exploration and planning (6th–12th grade students)

• C redential alignment to ensure education and training programs match employer demand (9th–12th grade students)*

• Educators in Industry teacher tours of employers to facilitate classroom career discussion (6th grade teachers)

• P roject-based learning modules to translate student awareness and interest into action (9th–12th grade students)*

EDUCATION

• Careers Expo for Youth to engage students in an immersive awareness experience that encourages them to explore careers available in SWVA (7th grade students) • Classroom talks and employer tours to introduce students to local employers and future employment opportunities (9th–12th grade students)*

* Programs in development for 2018.

United Way of Southwest Virginia was one of the inaugural recipients of the Governor’s Award for Excellence and Innovation in Education and was honored at the Executive Mansion on October 26, 2017. The award for “Preparing Students for the New Virginia Economy” recognized the United Way of Southwest Virginia Ignite Program.

unitedwayswva.org 15

EDUCATION FEATURE: OPERATION TOMORROW’S WORKFORCE We held the first Leaders Breakfast in September 2017.

United Way of Southwest Virginia brought together CEOs, legislators, administrators, workforce investment boards, superintendents, and other cross-sector leadership from throughout the region. Operation Tomorrow’s Workforce: The Leaders Breakfast was hosted by Steve Smith (President/CEO, Food City), Alan Levine (President/CEO, Mountain States Health Alliance), and Travis Staton (President and CEO, United Way of Southwest Virginia).

Guest Speaker Stephen Moret, President and CEO, Virginia Economic Development Partnership (VEDP), joined the three event hosts as they explored the current workforce issues faced by the region, explained the power of a cradle-to-career approach, and engaged event participants to form collaborative and actionable partnerships across the community to strengthen tomorrow’s workforce.

As one component of the United Way of Southwest Virginia Ignite Program, the Careers Expo for Youth took place on September 26–27, 2017.

Over 4,000 7th grade students from Southwest Virginia (17 school systems, 46 schools) participated throughout the course of two days. Students moved through four zones filled with dozens of activities by regional employers in 16 different career paths.

“

The Careers Expo for Youth is a very valuable opportunity for the students of Southwest Virginia. I was happy to be a part of it!”

— E ULA EARLS Volunteer, Careers Expo for Youth RSVP Member, Gracewood Community Church

16 unitedwayswva.org

During this career exploration experience, students learned about jobs and employers located in Southwest Virginia. They saw first-hand what it was like to participate in a chemistry experiment, climb a utility pole, practice CPR, and use a 3D printer—directly from industry professionals who work in our region.

Students attend the Expo during 7th grade, just prior to taking their career assessments as required by the Virginia Department of Education. After this experience, they have a much better understanding of career options and interests, and a realistic picture of the path they should take to match their passion with skill.

SEE UWSWVA IN ACTION See highlights from UWSWVA’s Careers Expo for Youth: vimeo.com/unitedwayswva/2017expo For more information on Operation Tomorrow’s Workforce, to read the written series, or the view the white paper, visit unitedwayswva.org/otw.

86 schools

across 17 school systems participated in the Ignite Program

attended Reality Stores in partnership with Virginia Cooperative Extension

80 employers

served by the Ignite program

partnered with the Ignite Program

64 educators

4,317 students

participated in day-long Educators in Industry tours of local employers

attended Career Expo for Youth

“

In the classroom, they can tell you a lot of things, but when you get out and do hands-on activities, it’s like a day off, but you’re still learning.”

— C ANDACE McCRAW Seventh-grader, Ignite Program Participant unitedwayswva.org 17

EDUCATION

1,552 students

29,000+ students

“

Ignite is one of the more innovative and promising projects for the future of not only Southwest Virginia, but the Commonwealth. Providing our existing and future employers with a skilled and informed workforce is a win-win.”

— M IKE QUILLEN Board Chair, Region One | GO Virginia

2017–2018 CHILDHOOD SUCCESS PARTNERSHIPS Smart Beginnings Regional Leadership Council Chair: Dr. Mike Robinson A. Linwood Holton Governor’s School

Tommy Casteel Western Region of VA DSS

Kathi Roark Children’s Advocacy Center of HCS

Nancy Bailey Town of Big Stone Gap

Beth Cochran Wythe County Schools

Karen Shelton Mt. Rogers Health District

Dan Minahan Crutchfield Corporation

Kathleen Kilgore Rooftop CAA

Kim Sobey Bland County DSS

Chris Austin Smyth County DSS

Lydia Landis People Inc.

Travis Staton United Way of Southwest Virginia

Catherine Brillhart Bristol City Council

Linda Midgett People Inc.

Partner Projects (Community Investment Grants)

Smart Beginnings Coalitions

Bland Kindergarten Camp

by Bland County Public Schools

Twin County Tazewell County Wythe-Bland Appalachian Region

Additional Pre-school Classroom for Norton City Schools

Virginia Highlands

Smyth County Strive for 5* Campaign in partnership with Smyth County Schools

2017–2018 YOUTH SUCCESS PARTNERSHIPS Ignite Program Schools Bland County

City of Norton

Bristol Virginia

Russell County

Buchanan County

Scott County

Carroll County

Smyth County

Dickenson County

Tazewell County

Galax City

Washington County

Giles County

Wise County

Grayson County

Wythe County

Partner Projects (Community Investment Grants) in Youth Success Project Discovery by Clinch Valley Community Action (Tazewell) Camp SPARK by Rooftop of Virginia CAP (Grayson and Carroll Counties and city of Galax) Reality Stores by Virginia Cooperative Extension (Virginia Tech) (All areas) Career Development by Washington County 4-H

Lee County

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EDUCATION

Volunteer Reading Mentors (Washington County)

by HELP - Turning Pages

“

It feels great to help others see they can do more with what they earn simply by managing their finances. What we are doing can really change people’s lives!”

— N ICHOLAS S. CHILDERS, Financial Stability Coordinator Southwest Virginia Workforce Development Board UWSWVA Financial Empowerment Network member

EDUCATION FINANCIAL STABILITY United Way of Southwest Virginia is fighting for the financial stability of the region.

Residents are empowered to control their financial destiny and keep their hard-

UNITED WE FIGHT. UNITED WE WIN.

earned money through community partnerships that provide residents with money management education and tax preparation assistance. The result is a thriving community where everyone has more opportunity to succeed.

OUR FINANCIAL STABILITY INITIATIVES ALICE

MyFreeTaxes

ALICE (Asset Limited, Income Constrained, Employed) is an acronym coined by United Way for men, women, and families who work hard, earn more than the official Federal Poverty Level, but still find themselves earning less than the basic cost of living.

Our 2017 ALICE Report found that as many as 59% of households in some areas of Southwest Virginia cannot afford the basics costs of living.

United Way Worldwide and H&R Block have partnered since 2009 to promote MyFreeTaxes to help support the health, education, and financial stability of every person in every community.

Families and individuals who earn $66,000 a year or less are able to file state and federal returns for free, which helps them maximize their tax refunds.

Financial Empowerment Network

Volunteer Income Tax Assistance (VITA) partners with United Way of Southwest Virginia to link individuals and families who earn less than $56,000 a year with volunteers who prepare tax returns for free to help people in Southwest Virginia keep more of their hard-earned money.

SEE UWSWVA IN ACTION Learn more about VITA visit unitedwayswva.org/taxtime

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FINANCIAL STABILITY

The United Way of Southwest Virginia Financial Empowerment Network exists to provide a set of free, bundled, skills-building services for the region’s workforce. United Way of Southwest Virginia is empowering our hardworking Southwest Virginians to get on stable financial ground by helping them build their ability to manage money and use financial services that work for them—at no cost to them.

VITA

FINANCIAL STABILITY FEATURE: ALICE The basic belief in America is that if you work hard enough then you should be able to support your family.

Data presented in the July 17, 2017, United Way ALICE (Asset Limited, Income Constrained, Employed) Report found this not to be true for nearly half of Southwest Virginia families.

Report findings for Southwest Virginia:

Travis Staton, President and CEO of United Way of Southwest Virginia, said, “Until now, ALICE has been a hidden population. ALICE works, but struggles to afford the basic necessities, including housing, food, child care, health care, and transportation. The issue is that ALICE households often don’t qualify for governmental aid or social service programs, and they are virtually invisible to the system. A lot of times, their struggles are unseen and unknown.”

• Less than 6% of Virginia’s employment is in Southwest Virginia and represents less than 4% of the state’s payroll

SEE UWSWVA IN ACTION Learn more about ALICE visit unitedwayswva.org/ALICE

2017–2018 FINANCIAL STABILITY PARTNERSHIPS

• 46% of households struggle to make ends meet • Between 2007–2015, housing affordability, job opportunities, and community resources worsened • Unemployment is 7.6% compared to the state rate of 4.5%

• Businesses with fewer than 50 employees make up 48% of Southwest Virginia jobs • Households headed by adults under the age of 25 are more likely to live in poverty. (37% of Cumberland Plateau) • Although the overall cost of living, childcare, and housing in Southwest Virginia is lower than the state average, the cost of transportation is much higher.

Families in Southwest Virginia pay $644 per month for public transportation compared to the state average of $172 per month.

Financial Empowerment Network Members Southwest Virginia Workforce Development Board Virginia Cooperative Extension (Virginia Tech) VITA Sites Appalachian Community Action Agency Lee, Scott, and Wise counties and city of Norton Clinch Valley Community Action Program Tazewell County Mountain Community Action Program Smyth, Bland, and Wythe counties People Inc. of Virginia Buchanan, Russell, and Washington counties and city of Bristol Rooftop of Virginia Grayson and Carroll counties and city of Galax

22 unitedwayswva.org

2,406 tax returns filed for free through VITA

32 new volunteers recruited to assist with VITA through United Way’s marketing partnership

SWVA participants received an average refund of

$1,368

through MyFreeTaxes.com

146 returns filed in Southwest Virginia through MyFreeTaxes.com

42 volunteer preparers

filed returns for community members for free through VITA

19 coalition members recruited to help guide creation of Financial Empowerment Network

2018 Financial Empowerment Network Coalition Rick Combs Goodwill Industries

Julie Rippey Twin County Regional Healthcare

Mandy Archer Blue Ridge Crossroad Small Business Development Center

William Davis First Citizens Bank

Celene Shumate Rooftop of Virginia CAP

Terri Gillespie Rooftop of Virginia CAP

Mitch Smith Grayson County

Tonya Hurt Sykes

Kevin Spurlin Virginia Cooperative Extension

Donna Meade Virginia Cooperative Extension

Brenda Sutherland Crossroads Institute

Jessica Phillips WCC at Crossroad Institute

Susan White VITA, Clinch Valley Community Action Agency

Todd Asbury New Peoples Bank Susan Campbell First Bank & Trust Beth Carico People Inc. Tommy Casteel Western Region of VA DSS

Austin Phipps Skyline National Bank

unitedwayswva.org 23

FINANCIAL STABILITY

Diana Aldred Carter Bank & Trust

2017 FINANCIALS 43.9%

Land, buildings, and equipment $1,327,225

30%

Pledges receivable $908,849

ASSETS TOTAL: $3,025,358

Cash $411,477

7.7% 4.8% 0

84.1%

13.6% Investments $233,052

Other receivables and prepayments $144,755

$300k

$600k

Allocations $58,036

6.5%

Cash $411,477 Donor designated allocations payable $46,626 Accounts payable and accrued expenses $37,131

$700k

$600k

$500k

$400k

$300k

$200k

$1500k

84.4%

Unrestricted $1,800,128

LIABILITIES TOTAL: $891,831

5.2% 4.2% $100k

15.6%

NET ASSETS TOTAL: $2,133,527

24 unitedwayswva.org

$1200k

43.9%

Notes payable $750,038

Pledges receivable $908,849

$800k

$900k

0

Temporarily Restricted $333,399

SOURCES OF FUNDRAISING TOTAL: $2,172,319

1.8% Other Income $38,616

1.2% In-kind Contributions and Services $25,873

7.6% Special Events $165,415

32.6% 27.8%

Foundations and Grants $708,518

Corporate Gifts $603,478

29% Individuals $630,419

INVESTMENTS IN OUR COMMUNITY TOTAL: $2,407,913

13% Fundraising and Program Support Services $315,079

20.2% Health $486,026

6.6% Disaster Assistance $158,665

6.1% Financial Stability $146,786

52% Education $1,251,845

2% Donor-specified Gifts Paid Out to Other Organizations $49,512

unitedwayswva.org 25

“

We each have an obligation to help make our community a better place to live, work and educate our children. No other organization makes as great an impact on the lives of thousands of our friends and neighbors across our region.”

— S TEVEN C. SMITH President/CEO, Food City

GAME-CHANGERS Without your partnership and involvement, we could not do what we do. Our collective impact is a driving force for community change. Together we make a great team.

2017 CORPORATE PARTNERS

2017 MEDIA PARTNERS

unitedwayswva.org 27

2017 LEADERSHIP DONORS We are grateful for every person who contributes to help us make a lasting impact.

Donors recognized in this listing give directly to United Way of Southwest Virginia or through a workplace campaign where the employer shares donor names with United Way of Southwest Virginia. Leadership donors, whose employer does not share names with United Way of Southwest Virginia, who wish to be recognized in future donor acknowledgment lists can send an email to mholbrook@unitedwayswva.org.

Donna Abel

Jane Cark

James and Karen Gardner

Jeffery Johnson

Ben Adams

Robert Carlson

Susan Gill

Alan Jones

Marc and Tammy Ammen

John and Betty Carrico

Shauna Gillespie

Jim and Mary Jones

Bob Armstrong

Matthew Church

Stephen and Anita Givens

Lawerence Keith

Dwight Arnold

Garth Clark

Dan and Leigh Glei

Greg and Paige Kelly

John Atkins

William Compton

Anthony Glodava

Robert Kennedy

Wayne and Jeannie Austin

Brian Condit

Kimberly Godbey

Andy and Stacey Kestner

Stephen Barrett

Joyce Cornette

John Gouge

Jason Kestner

Howard and Libby Bartholomay

Deborah Corvin

A.G. and Shirley Griffith

Susan Kimbrell

Paul Cox

Robin Grossman

Rachael King

Dwight and Brenda Crane

Adam Hamilton

Kelly Lane

Stephney Dalton

Phillip Harmon

John and Esther Lang

Mark Dalton

Josh Harper

Timothy Lawson

Howard Dalton

Anne Harr

Don and Suzanne Lay

Tara Dalton

Michelle Hartsock

Mark and Jean Leonard

Henry Dawson

William Helton

Eric Leonard

Angela Deskins

Shannon Helton-Amos

John Lincoln

Vall Dino

Jane Hess

Michael Lockard

Robert Duff

Stan Hickson

Lenwood Dunlop

J.C. Hitz

Jonathan and Deborah Loggans

Vicki Elliott

Jon and Mary Anne Holbrook

Tammy Baumgardner Mary Begley Tina Belcher Wayne and Carole Bell Cam Bell Tony and Patricia Bentley Donald Berlin Thomas and Kyra Bishop Katherine Blackwell Jeoff and Deedee Bodenhorst, Jr. Allan Bookout Gail Bottiglierie Bob and Gay Breakfield Gary and Crystal Breeding Kristin Bresowar Mike and Susan Brown Jimmy Brown Don Campbell Jerry and Tina Camper Nikki Cannon

28 unitedwayswva.org

Penny Faries Barbara Farmer William Ferguson Megan Ferguson Dean Foran Terry Fortner Tom and Donna Fowlkes Rachel Fowlkes Linda Fritsch

James Losse Jody Lusk

Jared Hooper

Charles Martin

Robert Horsch

Ann Mathews

Michael Hoskins

John and Becky Matney

Deborah Icenhour

Travis Maxfield

Justin Ivory

James McAlister

Gus and Darcy Janson

Oliver and Vivian McBride

Ben and Merry Jennings

Howard and Heidi McElroy

John Jeter

Conrad and Marjorie McNeer

Kimberly Johnson

David McNeil Casey and Kendra McReynolds Brendan and Connie McSheehy, Jr. Donnie Meadows

Danny and Crystal Peek

Michael Sapp

Mike Thomas

Paul Sark

Angela Thomas

Nancy Sauls

Teresa Tignor

Jon Sayre, Jr.

Thomas Tull

Scott Schriefer

James Tyler

Jake and Jane Schrum

Douglas Vaught

Mark Seamon

Dale Vernon

Aaron Sexton

Leann Vernon

Michael Sharpe

Charlie Vipperman

Joseph Shepherd

Charles Wallace

Larry Shupe

Allen Walsh

Kevin Sigmon

Reelia Watson

Steve and Debbie Smith

William Weaver

David Smith

Sarah Webb

Gregory Smith

David Werth

Jeff Renfer

Gregory Sparks

Daniel Wheatley

Jose Reyna

Caroline Spires

Teresa White

Haley Rhea

Mark Spires

Melissa Whited

Shirley Rhoten

Edward Spivey

Tyler and Martha Whitt

Neel Rich

Linda Stanton

Dave Whittaker

Keith and Kathi Roark

Danielle Starnes

Chyna Williams

Toni Roberts

Travis and Ryiah Staton

Robin Wilson

Mary Roe

Wendy and George Strawbridge

Xavier Woodard

William Peters James Phillips Thomas Phillips, Jr.

Mark Miller

Jeffery and Jackie Phipps

Susan Mitchell

Samuel Pierce

Susan Mole

Joe Pippin

Pete and Sydne Montague

Matt Plante

French and Laura Moore III Bryan Mullins Laura Mullins Adam Murray Arnold Mutter Robert Neeley Eddie and Jeni Neely Donny Nelson Timothy Nester Don and Etta Nicewonder Kevin Nicewonder James and Mary Lily Nuckolls

Michael Pollard Florence Powell Richard Quesenberry Cody Quesenberry Michael and Deborah Quillen

William Roseberry

Christina Owens

April Rosser

George and Debbie Owens

Dixie Rowe

Tamera Parsons

Carolyn Ryburn

Barbara Rowe

Alex Pauley

Brenda Street John Stringer Richard and Brenda Sutherland Betsy Talbert

Janet Woolwine Steven Worley Kevin and Kristy Worley Bruce and Uva Wright Roman Zehner

10 MOST GENEROUS WORKPLACES (EMPLOYEE GIVING) Appalachian Power

United Way of Southwest Virginia

Ballad Health

Universal Fiber Systems

Food City

UPS

Mohawk Industries

Utility Trailer

National Bank

Vaughan Bassett Furniture

unitedwayswva.org 29

2017 VOLUNTEER RECOGNITION USDA Flatwoods Job Corps Student Government Association (Expo) John Battle High School National Honor Society (Expo) Clinch Valley Community Action Senior Volunteer Services (RSVP) (Expo)

2018 IMPACT AWARD RECIPIENTS Top Giver

Spirit of the Community Award

Mountain States Health Alliance

Mohawk Industries

Growth and Innovation Award

Community Partner of the Year

Vanguard

Food City

Celebrity Bagging Pre-Event Fundraising Award

Women of Distinction Award

Mountain Empire Community College

Brenda Sutherland

The President’s Volunteer Service Awards Gold Awards Volunteers for Healing Waters Fly Fishing, Adult Group Austin Copley Volunteer for 4-H, Young Adult Silver Awards Luke Icenhour Volunteer for 4-H, Young Adult Chloe Sutherland, Volunteer for 4-H, Young Adult Aleia Warren Volunteer for 4-H, Young Adult Bronze Awards Abbigale Duncan Volunteer for Emory Student, Young Adult Makayla Haynes Volunteer for Camp Spark, Young Adult

Bronze Awards, continued Elly Jackson Volunteer for 4-H, Young Adult Lauren Powell Volunteer for Highlands Educational Literacy Program (HELP), Young Adult Carrie Sproles Volunteer for 4-H, Young Adult Anna Thompson Volunteer for 4-H, Young Adult Monty Vernon Volunteer for United Way of Southwest Virginia, Adult Danny Ward Volunteer for Volunteer Income Tax Assistance (VITA) program at Appalachian Community Action Agency, Adult

Laura Horton Volunteer for 4-H, Young Adult

CLOCKWISE, TOP TO BOTTOM: Brenda Sutherland poses with her grandchildren after receiving the Women of Distinction Award.

Dr. Kristen Westover speaks after accepting the Celebrity Bagging Pre-Event Fundraising Award for Mountain Empire Community College. United Way staff members Mary Anne Holbrook and Shauna Gillespie pose for a quick photo at the event. The 2018 President’s Volunteer Service Award winners in attendance gather on stage for a group photo.

unitedwayswva.org 31

2017 BOARD RECOGNITION Executive Committee Marie Appleby Chair of the Board

Mary Begley 2nd Vice Chair

Paul Cox Vice Treasurer

Former General Counsel TruPoint Bank

Manager, External Affairs AEP

Vice President of Finance Food City

Donnie Meadows Vice Chair

Alan Jones, Jr. Treasurer

Barbara Farmer Secretary

Vice President of Human Resources Food City

VP—Accounting Mission Coal Company

Associate Pastor Pleasant View United Methodist Church

Board Members Tommy Casteel Western Regional Director Virginia Department of Social Services

Steve Kegley General Manager Berry Home Centers, Abingdon

Lori Crisp Director of Marketing Norton Community Hospital, Ballad Health

Brendan McSheehy VP of Innovation, Sustainability & Intellectual Property Universal Fibers

Stacey Ely Director, Community and Government Relations Ballad Health

Dan Minahan Director, SWVA Operations Crutchfield Corporation

Kim Farris-Luke Owner/Operator Farris Funeral Home

Audrey Powers Vice President and Small Business Specialist BB&T Bank

Henry Hartsock Team Manager Eastman Chemical Company

Brad Robinson Branch Manager New Peoples Bank, Clintwood

Deborah Icenhour Town Attorney Town of Abingdon Virginia

Dr. Mike Robinson Director A. Linwood Holton Governor’s School

32 unitedwayswva.org

Change doesn’t happen alone.

Hope isn’t a one-man band.

We have one life.

To live better, we must

LIVE UNITED.

PO Box 644 Abingdon, VA 24212