3 GOALS SCHOOL READINESS SELF SUFFICIENCY COMMUNITY HEALTH
BOLD VISION 1 2011/2012 ANNUAL REPORT
LIVE UNITED United Way Thomas Jefferson Area
In September 2011, our United Way board of directors adopted a strategic direction with three impact areas:
SCHOOL READINESS
SELF SUFFICIENCY
COMMUNITY HEALTH
Between September 2011 and May 2012, 49 United Way board and community members met three dozen times to research community needs, evaluate local data, understand where services were lacking, and determine how we could best invest donors’ gifts. During this months-long investigation, our United Way adopted priorities in the School Readiness, Self-Sufficiency, and Community Health Impact Areas. Priorities were selected in areas where our United Way could have critical, lasting, and more significant impact. Our priorities guide both our grants to community agencies and our own direct services, and will: Increase home visiting services for young children to ensure school readiness Improve the quality of early child care Address barriers to employment Support job training Increase financial education and literacy Improve prenatal care and the health of babies Promote physical activity, improve nutrition and obesity prevention Increase access to preventative and basic health care
A great deal of thanks goes to our board, and to the community members and agency experts who worked diligently with us to determine these priorities, and to our donors who graciously support our work.
“Our United Way has been instrumental in the progress of advancing early childhood education in our community. Dollars spent very early in a child’s educational career have substantial return on investment for the individual child, our community, and ultimately our nation.” Eric Johnson Readiness Impact Team Chair Eric School Johnson School Readiness Impact Team Chair
Dear Friends, Our United Way has been serving the needs of our local residents for 69 years and we have always sought to support our community in the best, most efficient way we know how. We believe that because of our enduring strength and stability and the breadth of the needs we evaluate and address, the United Way is uniquely positioned to play a leadership role in our community. By focusing our resources on specific, targeted issues, we can have the greatest return on investment for our donors who share our concerns, and the greatest impact in changing lives. Our United Way seeks innovative approaches to address critical issues and will bring funding, advocacy and volunteerism to create better outcomes. By partnering and encouraging collaboration, our new approach will enable us to address significant challenges and create lasting, life-changing differences for our citizens. We are energized by this new direction. It is our hope that you will join us with your financial support and volunteer efforts. Together, we can have a tremendous impact.
Blair Kelly
Cathy Smith Train
Co-owner, Charlottesville Publishing Group Chair, United Way Board of Directors
President United Way-Thomas Jefferson Area
UNITED WAY THOMAS JEFFERSON AREA 2011-2012
BOARD OF DIRECTORS A local nonprofit with a local board of directors serving Charlottesville and the Counties of Albemarle, Fluvanna, Greene, Louisa and Nelson. Guy Babineau Russ Bell* Spencer Birdsong Liza Borches Bill Bradley Peter Brooks Suzanne Brooks* Dick Brownlee Lisa Cannell John Casteen Mike Chinn Carol Clarke* Deborah Conway* Margery Daniel* Alison DeTuncq Charles Du Bose Peggy Echols Bryan Elliott* Adrian Felts Jim Fernald Dorrie Fontaine Frank Friedman
Rondi Furgason Phil Garland Michael Geismar Mark Giles* Dan Goodall Whit Graves Fred Greer Brad Groff Michael Guthrie Allen Hughes Tim Hulbert Eric Johnson PK Kamath Bill Kehoe* Blair Kelly Jim Kennan* Steve Krohn* Chris Laing Chris Lee Don Long Abby Lunn Gary McGee*
Ray Mishler Gary O'Connell Susan M. Prindle Brad Ramsey Scott Reed Jim Richardson Joyce Robbins Carolyn Schuyler Jim Shannon Phil Sparks Margo Szeliga Bryan Thomas* David Toscano Mike Tubridy Deborah van Eersel Juan Wade Bill Wardle Mike Wesson John Young *Active Life Members
2011-2012
EXECUTIVE COMMITTEE Blair Kelly
Dan Goodall
Chair
Member At-Large
Liza Borches
Brad Groff
Community Health Impact Team Chair
Operations Chair
Peter Brooks Endowment Fund Trustee Chair
Richard Brownlee
Eric Johnson School Readiness Impact Team Chair
PK Kamath Member At-Large
Audit Committee Chair
Mike Chinn Smart Beginnings Council
Margery Daniel Immediate Past Chair
Alison DeTuncq
Jim Kennan Historian
Ray Mishler Member At-Large
Brad Ramsey
Campaign Chair
Immediate Past Campaign Chair
Peggy Echols
Deborah van Eersel
Member At-Large
Self-Sufficiency Impact Team Chair
Mark Giles Past Chair
Cathy Train President
SCHOOL READINESS SELF SUFFICIENCY COMMUNITY HEALTH
SCHOOL READINESS
Our United Way seeks to make our community a place where children grow up healthy and arrive at school prepared to succeed. SCHOOL READINESS
GRANTS
Home Visiting Collaborative Jefferson Area CHIP and Children, Youth & Family Services
Investing in high quality early childhood programs brings a
Child Care Quality Program Children, Youth & Family Services
Children who
REPEAT A GRADE
12-14,000
$
State of Virginia
ANNUALLY.
cost the state on average
based on greater school/career achievement and lower costs in remedial education, health and the justice system. James J. Heckman, Professor of Economics at The University of Chicago and Nobel Laureate in Economics, “The Heckman Equation”
SCHOOL READINESS SELF SUFFICIENCY COMMUNITY HEALTH
UNITED WAY THOMAS JEFFERSON AREA
DIRECT SERVICES Smart Beginnings initiative United Way Child Care Scholarships (also included under Self-Sufficiency) School Readiness Impact Team Members: Eric Johnson, Chair; Bill Bradley; Peter Chapin; Mike Chinn; Bryan Elliott; Frank Friedman; Rondi Furgason; Phil Garland; Michael Geismar; Amanda Hoffman; PK Kamath; Chris Laing; Chris Lee; Brad Ramsey; and Bill Wardle.
in our five county area
5 years and under American Community Survey
LIVE IN POVERTY.
1CHILDREN ,000
For every $1 INVESTED in immunizations $6.30 is saved in future medical costs. National Every Child by Two campaign
SCHOOL READINESS SELF SUFFICIENCY COMMUNITY HEALTH
SELF-SUFFICIENCY Our United Way supports individuals and families working to become financially stable and economically independent. SELF-SUFFICIENCY
GRANTS Changing the Odds Boys and Girls Club
Family and Individual Development Program Charlottesville Abundant Life Ministries
Bank on Greater Charlottesville Legal Aid Justice Center Adult Tutoring Literacy Volunteers Charlottesville/Albemarle
Strive Charlottesville Abundant Life Ministries
Re-entry Services OAR/Jefferson Area Community Corrections
Computers4Kids
Journey Advocate PACEM
Center of Hope Salvation Army Emergency Shelter Salvation Army Welfare to Work WorkSource Enterprises
27,000 people in our region live
IN POVERTY. U.S. Census
EVERY
TUDENT
who does not complete high school costs our society an estimated $260,000 in lost earnings, taxes, and productivity.
Education Week
SCHOOL READINESS SELF SUFFICIENCY COMMUNITY HEALTH
UNITED WAY THOMAS JEFFERSON AREA
DIRECT SERVICES Emergency Food and Shelter Program Manager and fiscal partner of federal program grants Mentor. Tutor. Pass it on! Month-long promotion to recruit more local mentors for area youth United Way Information and Referral Center The Santa Fund Partnership with The Daily Progress and 1070 WINA Thomas Jefferson Area Earned Income Tax Credit Coalition United Way Child Care Scholarships (also included under School Readiness)
Self-Sufficiency Impact Team Members: Deborah van Eersel, Chair; Charles Du Bose; Sasha Farmer; Adrian Felts; Dan Goodall; Fred Greer; Peter Harbilas; Allen Hughes; PK Kamath; Jim Kennan; Don Long; Abby Lunn; Susan Prindle; Joyce Robbins; Phil Sparks; Juan Wade; and John Young.
It is estimated that there are
unbanked households or 8.5% of all households
AND under-banked households
or 19.1% of all households
in the City of Charlottesville. Legal Aid Justice Center
According to the Pew Charitable Trust Economic Mobility Project, of children born into the BOTTOM FIFTH of family income will be there FOR LIFE.
42 PERCENT
SCHOOL READINESS SELF SUFFICIENCY COMMUNITY HEALTH
COMMUNITY HEALTH Our United Way strives to build a community where people are healthy and have access to needed care.
COMMUNITY HEALTH
GRANTS Mobile Food Pantry Blue Ridge Area Food Bank
Community Action on Obesity Child Victim’s Health Access Foothills Child Advocacy Center Teen Pregnancy and Parenting Jefferson Area CHIP Neighborhood Health Outreach The Women’s Initiative
20,000 local residents do not have
HEALTH INSURANCE U.S. Census
Teen pregnancy rate for Charlottesville is more than double the state average of 56 per 1,000 girls ages 15-17. Charlottesville State Average KidsCount Virginia
SCHOOL READINESS SELF SUFFICIENCY COMMUNITY HEALTH
UNITED WAY THOMAS JEFFERSON AREA
DIRECT SERVICES Stamp Out Hunger Food Drive Partnership with the National Association of Letter Carriers and the Blue Ridge Area Food Bank United Way RxRelief Prescription Assistance Program United Way Insurance for Children Project
Community Health Impact Team Members: Liza Borches, Chair; Guy Babineau; Glenn Bannan; Spencer Birdsong; Lisa Cannell; Deborah Conway; Margery Daniel; Dorrie Fontaine; Ray Mishler; Gary O’Connell; Eunhee Park; Jim Richardson; Carolyn Schuyler; Jim Shannon; David Stebbins; Margo Szeliga; and Mike Wesson.
MO RE THA N
of local fifth graders are overweight or obese Charlottesville/Albemarle Health Dept.
Charlottesville has an extremely high infant mortality rate, at 9.4 deaths per 1,000 children under age one and has a high rate of low birth weight babies. KidsCount Virginia
DEATHS
DIRECT SERVICES & COMMUNITY PARTNERSHIPS
Our United Way direct services and community partnerships, which enhance the work of area nonprofit organizations and strengthen our community: United Way Volunteer Center United Way Laurence E. Richardson Day of Caring Women United Initiative for Effective Nonprofits Partnership with the Wardle Family Foundation Leadership Charlottesville Partner of Charlottesville Regional Chamber of Commerce program United Way Excellence in Nonprofit Leadership and Board Governance Awards
“No other organization brings together businesses, individuals, nonprofits, the University, and social services to make sure we work together efficiently to make our community stronger. No other organization provides both program grants and direct services, making sure that results are achieved.� Liza Borches
Community Health Impact Team Chair
STATEMENT OF ACTIVITY YEARS ENDED JUNE 30, 2012 AND 2011
PUBLIC SUPPORT AND REVENUE
2012
2011
Pledge income - current campaign Less: Amounts designated and Uncollectible Allowance
1,485,792
1,482,942
362,860
318,287
Total Contributions from Campaign
1,122,932
1,164,655
123,553 249,616
133,837 309,009
1,496,101
1,607,501
Grants from foundations and localities
569,609
584,165
Contributed professional & admin. fees, other income Investment earnings and appreciation (loss) - net
77,647 (94,103)
72,420 668,387
2,049,254
2,932,473
Santa Fund Bequests, Sponsorships, Other contributions Total support from the public
Total Public Support and Revenue
UNITED WAY THOMAS JEFFERSON AREA IS AUDITED BY THE FIRM OF
AUDIT COMMITTEE Dick Brownlee, Chair University of Virginia
Brad Groff
Hantzmon Wiebel LLP Certified Public Accountants The most recent complete audited financial report for United Way-Thomas Jefferson Area is available at www.UnitedWayTJA.org
Teachstone
Meg Haymans Millennium Partners
GRANTS AND EXPENSES
2012
2011
734,038
691,769
Functional expenses: Fundraising Management and general Programs
301,616 86,934 1,127,822
318,239 105,663 1,068,976
Total Grants and Functional Expenses
2,250,410
2,184,647
CHANGES IN NET ASSETS
(201,156)
747,826
NET ASSETS, BEGINNING OF YEAR
4,243,420
3,495,594
NET ASSETS, END OF YEAR
4,042,264
4,243,420
Program grants to agencies
THANK YOU to members of our 2011-12 Presidents Circle: Thomas Jefferson Circle
($10,000 and above) One member wishes to remain anonymous Suzanne J. and Robert L. Brooks Mr. and Mrs. Donald Flow Teresa Sullivan and Douglas Laycock The MLG Foundation Mr. and Mrs. Richard L. Nunley Perry Foundation Hunter J. Smith Whitney and Anne M. Stone Foundation Wardle Family Foundation Sheila and Ted Weschler Mrs. M.R.J. Wyllie
James Madison Circle
($7,500-9,999) Kathy Bowers and Richard Comfort*
James Monroe Circle
($5,000-7,499) Margery and Thomas M. Daniel Leslie and Richard Gilliam Peter M. Harbilas Hilltop Foundation Amy Hughes Sue and Reuben Rainey Grace D. Riggs
Caroline and Jim Satira Carolyn and Kevin Schuyler The Yorkshire Foundation
George Washington Circle
($2,500 - $4,999) One member wishes to remain anonymous Bernardo Anger Guy Babineau Carol Bauer Earl Bennett* Inez Duff Bishop Trust Nancy and David Bogdonoff Deborah A. Case* Mr. and Mrs. John T. Casteen III Mary and Mike Chinn Thomas Cooke* Carol and Philip Cooper Ruth C. Cross William L. Dalton Cynnie Davis Robert Dixon* Michael Durland* Dorrie and Barry Fontaine Jane Brown Foster James Fowler Thomas Francis* Caroline Green Fund at CACF
*Indicates a Combined Federal Campaign donor. The United Way-Thomas Jefferson Area administers this workplace fundraising campaign and wishes to recognize and thank those giving at a leadership level.
“Our community is stronger when we are all individually able to stand on our own two feet, care for our families, and contribute positively to the community. Unfortunately, not everyone has the parenting, education, good health or job skills to achieve self-sufficiency. The United Way is working hard to find long-term, meaningful ways to help more people achieve financial stability.� Deborah van Eersel
Self-Sufficiency Impact Team Chair
Wendy Zomparelli and Richard Handler Ann and Greg Harris Leonard G. Hassell* Judith and J. Michael Jaeger Kelley and Eric Johnson Robin Keller Laurie and Blair Kelly Frances and Joseph Larner Pattye H. Leggett Mallika Rodriguez* Nadia Shueb* Jane and Bryan Thomas Lynda and Michael F. Tubridy Jerry Vinson Susan Webb
John Tyler Circle
($1,750 - $2,499) One member wishes to remain anonymous Alison DeTuncq and Paul Archer Michael Arenton Jennifer Armstrong Bebe Heiner and Bill Atwood Keith Bauer Liza and Peter Borches Edith Catlin Didi and Peter Chapin Carol and Stephen Clarke Bonnie Wilfore and Chris Conti Peggy and John Echols Jonathan Fox* Judy and Mark Giles Vanessa and Fred Greer Valerie and Carlton Gregory Huffman Family Fund Jerry Jacobson*
Justine and Trevor H. Joscelyne Kimberly King* Joe Kobs* Carol and Steve Krohn Michelle McCarthy* Sarah and Michael Rettig John C. Rowlingson, M.D. Jerry and Leonard Sandridge Mr. and Mrs. William W. Sihler Michele and Wade Tremblay Luke Vaccaro Mark Whittenburg
Woodrow Wilson Circle
($1,000 - $1,749) Four members wish to remain anonymous Anonymous, in honor of Margery S. Daniel Margaret Andrews* Sally and Fletcher C. Askew, MD Thomas Ayres* Gina Bayes James Beeman* Holly and Russell Bell Kathy and Jim Berlin Jennifer Bilchick* Leah A. Billingsley Diane and Spencer Birdsong Lanier and Eugene Bogen Scott Book* Nancy and George Brannock Timothy L. Breeden Bernard T. Bress
Diane and Richard Brownlee Dianne and Michael Burris Michael Carman* Richard Carpenter Kevin Carruthers* Millie and Rip Cathcart Judy DeLoache and Gerald Clore Shawn Conrad Deborah and George Conway Dan Crosswhite Susan W. and David L. Dallas Jeffrey Day* Polly and David Deck James Dougherty Sally and Charles Du Bose Ralph Edwards* Wayne Edwards* Donna and Bryan O. Elliott Sarah Horne and Caroline Emerson Sasha and John Farmer Kirby and Adrian Felts Betsy and Jim Fernald Gretchen and Jared Feury J. Michael Fitzgerald Pat and Bob Foster Sidney Frey Rutherford Friday Rod Gentry Deborah S. Gille John R. Gobble IV Ruth K. and Paul F. Gorman Laura Faye and Brad Groff Michael Guthrie Mr. and Mrs. James E. Haden
*Indicates a Combined Federal Campaign donor. The United Way-Thomas Jefferson Area administers this workplace fundraising campaign and wishes to recognize and thank those giving at a leadership level.
Alma Lee Hall Trust Pat and Leroy Hamlett Joseph Harrison* Debbie Harvey Douglas Hatch* Mary Pope and E. D. Hirsch Linda W. Hitchings Carter and Stuart S. Howards, MD Mr. and Mrs. R. Edward Howell Paul Hunter* Carole and Roger Ingenthron James L. Jessup, Jr. Diane and Van Johnson PK Kamath Bob Kemp Betsy and Jim Kennan Ashley Kirby* Richard Kline* Roger H. Koltz, Jr.* Mary E. and Jon C. Leachtenauer Thomas Legard Mary and Paul Legrand Joe Leslie Valerie and Don Long Carol and Peter Low Abby and Sean Lunn Mr. and Mrs. Thad Lyman Dr. Deren Bader and Dr. Paul Lyons Peggy and Thomas MacAvoy Grace and Leonard Mailloux George E. Marshall, Jr. Sarah Martin* Lawrence McConnell Gary McGee
Mr. and Mrs. Robert A. McKeel Ryan McKillip Andrea Mejia Deborah and Ferrell Mercer David Merchant* Freddy Mladen Harriet and Dan Mohler Mr. and Mrs. Percy Montague III Mrs. Edmund W. Morris Timothy Morris Beth Mosolgo-Clark and Bob Mosolgo Ann and Carter Myers Carol Hurst and Jon Nafziger George Norris* Raymond Oldham Carl Pales* Sarah M. Corse and William R. Pearson Susan McLeod Prindle Peggy and Frank Quayle Christina and Brad Ramsey Phil Roberts* Dr. and Mrs. Dudley Rochester Mr. and Mrs. Charles Rotgin, Jr. Virginia and James Rovnyak Kathrine and Richard Santen Mr. and Mrs. E. Sykes Scherman Mrs. Frederic W. Scott Mr. Frederic W. Scott, Jr. Betty and John Scott Aileen and Gary Selmeczi Dr. and Mrs. Hubert A. Shaffer, Jr. Charlotte J. Shelton Donna Shewmake J. Anne and Phillip W. Shiflett
*Indicates a Combined Federal Campaign donor. The United Way-Thomas Jefferson Area administers this workplace fundraising campaign and wishes to recognize and thank those giving at a leadership level.
Terese Silman* Patricia Simpson Jane-Ashley and Peter Skinner Charles Smith David B. Smith* Suzanne H. and Mahon T. Smith Joan and Robert Smith Julie and Phil Sparks Stephanie Spragg* Standish Family Foundation Jodie A. Stevens Philip Stokes Jananne Swoopes* Elsie and W. McIlwaine Thompson Judith and David Tobin Anne and Jim Tolbert Dorothy and Bill Tompkins Cathy and Kirk Train Pamela and Wayne L. Turner Pierre Verdier Claudette Grant and Juandiego Wade David S. Walker, Jr. A. Lorraine Wallenborn James Walsh Mr. and Mrs. Michael D. Wesson Mr. and Mrs. David H. Whitcomb Lyndon Whitmore The Honorable and Mrs. J. Harvie Wilkinson III Jacob Young John and Nancy Young
*Indicates a Combined Federal Campaign donor. The United Way-Thomas Jefferson Area administers this workplace fundraising campaign and wishes to recognize and thank those giving at a leadership level.
UNITED WAY-THOMAS JEFFERSON AREA
STAFF Cathy Smith Train
Helen Frye
President
RxRelief Prescription Assistance Caseworker
Caroline Emerson Vice President and Campaign Director
Jessica Snyder
Lisa Frazier
Leigha Rae
Vice President and Finance Director
Data Assistant
Kim Connolly
Jessie Ray
Vice President of Marketing and Communications
Smart Beginnings Director
Volunteer Center Director
Barbara Hutchinson
Alaina Schroeder
Director of Community Initiatives
Data Manager and Board Liaison
Martha Trujillo Community Services Director EITC Coordinator
Find us online: UnitedWayTJA.org
LIVE UNITED
United Way Thomas Jefferson Area 806 East High Street Charlottesville, VA 22902
NONPROFIT ORG US POSTAGE PAID CHARLOTTESVILLE, VA PERMIT NO. 420