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GIVE. United Way of Central Alabama helps create opportunities for a better life for all, and our work is fueled by a community that supports our mission in the best of times and when times are challenging. When you give, you help not only the people who need it, but the community at large. You become the embodiment of what it means to LIVE UNITED.

ADVOCATE. Anyone can champion the cause. Whether you’re speaking out to improve education, income and health, reaching out to members of Congress, or wearing the LIVE UNITED shirt to show your support, you can help inspire hope and create opportunities for a better tomorrow. So go ahead and advocate in a LIVE UNITED world. Do it in public. Be visible. Be loud.

VOLUNTEER. Money is only one means of giving to United Way. You may also give your time. When you open your heart and lend a hand, you see first-hand how your generosity is making a difference, not only in someone else’s life, but also in your own.


Message from Chairman and President “In good times and bad, we know that people give because you meet needs, not because you have needs.” - Kay Grace William E. Smith, Jr.

John A. “Drew” Langloh

Chairman of the Board

President & CEO

2008 was nothing short of momentous. It began with the usual January optimism and ended with success — but also concern. What was unthinkable for many of our neighbors a year ago is now a common occurrence in almost every neighborhood. Economic challenges are shaking the foundation of many households. They come in the form of a ballooning mortgage payment, a hospital bill, an increase in food costs, or worse, a layoff. Now, more Central Alabamians are asking for help. Requests for help to United Way’s 2-1-1 Call Center are up almost 30% and at our peak, approached 1,000 calls per week. It’s sobering. Our area has gained a national reputation for being a generous community and in 2008 you proved that even in tough times, you know that it’s even tougher for many of our low-income neighbors. We’re also known as a resilient community. A timeline of this city is a timeline of challenges. A cholera epidemic, the great depression and human rights struggles. But through your generous contributions we will again help our community and its citizens rebound.

Our 2008 accomplishments include: • Two families responded by joining the Million Dollar Roundtable • Our Tocqueville Society was ranked 4th largest in the nation • We recruited over 600 volunteers to review agency requests for funding • $36,650,000 was distributed back to the community through our allocations process • 721individuals received financial skills training • 200 individuals opened or contributed to their Individual Development Accounts and are saving for their future • We helped bring over $2.8 million back in the community through the Volunteer Income Tax Assistance program • We were honored to be recognized by The Birmingham Regional Chamber of Commerce as NonProfit of the Year. Yes, we saw a big leap in the need for services in 2008, but because you choose to invest with United Way of Central Alabama you didn’t just help one individual or one agency you invested in programs that will have a lasting impact and address the root causes of community problems. Stay with us through 2009 and beyond. With your generosity we can keep this community moving forward.

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DEVELOPING RESOURCES TO MEET COMMUNITY NEEDS • Samuel M. Tortorici and his campaign cabinet led the community effort to raise $37,260,518 to benefit more than 80 partners, programs and initiatives in Jefferson, Shelby, Walker, Blount and St. Clair counties. • Over 1,600 companies and organizations contributed and actively participated in the success of the campaign. • The campaign utilized the help of 55 Loaned and Sponsored Executives who participated in a 13 week session developing and implementing company campaigns by working with top management and employee campaign coordinators. Samuel M. Tortorici 2008 Campaign Chairman

• United Way recognizes 3,000 donors who give at the leadership level contributing $1,000 or more annually. • The Women’s Leadership Council consists of more than 525 women who give at least $1,000 annually to United Way. These members contributed more than $2.5 million in 2007. The group’s purpose is to give women the opportunity to become further involved with the work of United Way and its partner agencies. • The Tocqueville Society of Central Alabama boasts 682 members strong, each giving $10,000 or more annually to United Way. This year our Tocqueville Society was awarded “Net Increase in Tocqueville Membership, Nationwide,” making it the 4th largest in the nation following Boston, Houston, Cincinnati and Charlotte. More than 133 members responded to community needs by increasing their gift in spite of a changing economy with over 95 members giving $15,000 or more. • Mr. and Mrs. Larry Striplin and Mr. and Mrs. Garry Neil Drummond became members of The Million Dollar Roundtable for a total of 10 members.

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SHAPING THE FUTURE THROUGH GIFT PLANNING To better connect donor’s philanthropic interests and the work of United Way, four mission sectors were developed within the endowment to include: • Meeting greatest needs • Supporting health & human services • Addressing crisis assistance & emergency preparedness • Addressing emerging needs Endowment investors can work with United Way staff to support issues of critical importance to them. Gifts to the endowment build on United Way’s relationships, expertise, volunteer structure and knowledge of the community enabling community leaders to identify, anticipate, and address the critical needs of the future.

Meeting greatest needs

Supporting health & human services

Addressing crisis assistance & emergency preparedness

Addressing emerging needs

In 2008: • Over 1.8 million dollars in new gifts were committed to the endowment.

needs in our community is leveraged and strengthened by the endowment.

• The endowment generated over $560,000 to address current community needs. Since 1991 it has provided over 3.4 million dollars for critical services that would not otherwise have been funded. United Way’s ability to improve lives, strengthen families, and address emerging

• Over 500 individuals and couples have identified themselves as Diamond Donors! Diamond Donors have given to United Way, at any giving level, for 25 years or more. We celebrate their support and want to thank them for the wonderful impact they have on countless lives.

We look forward to working with you and your advisors to create a unique investment in your community for generations to come. Call us at 205.458.2025 or email giftplanning@uwca.org.

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ALLOCATING RESOURCES TO PAR Over 600 volunteers reviewed the allocations requests of partner agencies. Volunteers in 30 teams studied funding requests and visited agencies to determine the effectiveness of the United Way investment in results. Decisions are based upon the needs of the community, specific outcomes and the level of effort to help children and youth succeed, promote health, provide for basic needs and respond during times of emergency and crisis.

Partner A. G. Gaston Boys & Girls Club AIDS Alabama, Inc. Alabama Goodwill Industries, Inc. Alabama Head Injury Foundation, Inc. Alabama Kidney Foundation, Inc. Aletheia House American Cancer Society American Heart Association, Inc. American Red Cross Arc of Jefferson County (includes Blount County) Arc of St. Clair County Arc of Shelby County Arc of Walker County Better Basics, Inc. Big Brothers Big Sisters of Greater Birmingham Birmingham City Schools - Special Needs Fund Birmingham Urban League Blount County Aid to Homeless Children Program Blount County Children's Center Blount County Needy School Children's Fund Boy Scouts of America, Greater Alabama Council Boy Scouts of America, Black Warrior Council Boys & Girls Clubs of Central Alabama, Inc. Camp Fire USA - Central Alabama Council Catholic Family Services Childcare Resources Children's Aid Society Children's Health System The Amelia Center (A Program of Children’s Health System) Christian Love Pantry, Inc. Collat Jewish Family Services Concerned Citizens for our Youth, Inc. Crisis Center Developing Alabama Youth Foundation, Inc. Easter Seals of the Birmingham Area Family Connection, Inc. Family Resource Center (Daybreak) Fellowship House Gateway Girl Scouts of North Central Alabama Girls Incorporated of Central Alabama Glenwood, Inc. Greater Birmingham Habitat for Humanity

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Allocation $ 661,140 69,878 63,417 144,934 106,000 439,853 810,439 845,000 3,138,023 564,069 90,297 133,516 356,000 80,050 367,185 26,000 289,636 27,000 105,000 15,000 973,855 71,000 626,947 1,016,289 136,500 595,663 911,370 693,396 84,000 27,000 71,400 178,000 674,930 110,000 173,221 191,917 138,500 223,090 1,149,925 593,000 819,221 136,820 333,360

Partner

Allocation

Hispanic Interest Coalition of Alabama (HICA) IMPACT Family Counseling, Inc. Independent Living Resources Legacy YMCA Levite Jewish Community Center Literacy Council (The) Oasis, A Women's Counseling Center Oneonta Needy School Children's Fund Pathways Pell City Needy School Children's Fund PING (Partners in Neighborhood Growth) Positive Maturity SafeHouse of Shelby County Salvation Army - Blount County Salvation Army - Greater Birmingham Salvation Army - Walker County Shelby County Needy School Children's Fund Shelby Emergency Assistance, Inc. Sickle Cell Disease Association of America, Central Alabama Chapter St. Clair Children's Advocacy Center St. Clair County Department of Human Resources St. Clair Day Program, Inc. Traveler's Aid Society of Birmingham United Cerebral Palsy of Greater Birmingham United Community Centers, Inc. United Way Community Food Bank United Way International Walker County Needy School Children's Fund Workshops, Inc. YMCA of Birmingham, Inc. YWCA of Central Alabama

27,664 39,400 100,245 243,643 699,366 83,436 210,000 5,000 6,000 695,459 827,558 1,484,914

Other Allocations Designations - Combined Federal Campaign Designations - Non-Member Agencies Designations - State Employees United Way of America United Way of Central Alabama, Inc. Community Impact Funding Allowance for Contingency Allowance for Pledge Loss

850,000 1,400,000 40,000 339,381 4,271,729 500,000 161,123 2,199,000

Total Back To Our Community

100,000 79,000 136,000 92,880 246,932 192,500 75,000 4,000 310,000 4,000 60,000 637,474 110,000 35,000 1,673,500 93,212 10,000 204,743 140,000

$ 36,650,000


RTNERS AND...

EMERGING NEEDS Community Impact Funds are set aside to respond to emerging needs in the community. 2008 Community Impact Funds targeted substance abuse in Walker, Blount and St. Clair Counties.

Aletheia House, Alabama Teen Challenge and Hope House received seed monies or matching funds for one year to initiate or enhance substance abuse services. Needs were identified through the 2006 Community Needs Assessment.

BUILDING COMMUNITY CAPACITY Funds are invested in new agencies to develop additional service capacity. New agencies are put on admission track for three years, undergo an agency review and then apply for admission in year four.

Agencies On Track For Admission: Hands on Birmingham Blount County CASA VSA arts of Alabama Shelby County Children’s Advocacy Center

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Building Partnerships to Imp Education Focusing on early learning and supporting families to help children and youth achieve their potential. • Success By 6 partners with corporations and civic organizations such as Rotary Club of Birmingham’s Preschool Early Learning Initiative to improve access to quality early learning in central Alabama.

Alabama to United Way partners serving children of all ages. Southern Company employees alone collected over 10,000 books.

• In 2007-2008 Success By 6 partnered with Focus First, Vision Research Corporation, Sight Savers of Alabama, UAB School of Dentistry, Birmingham District Dental Society and developmental specialists to provide over 600 screenings for vision, dental and developmental issues. These screenings allow us to identify potential health and developmental barriers to school readiness and a healthy childhood. • Success By 6 worked with literacy partners in 2008 and distributed 14,000 books throughout central

• Through partnerships with child care directors and teachers in Jefferson, Shelby, and Blount counties Success By 6 provided quality early learning to improve school readiness to over 300 four year olds. • Through the support of The Malone Family Foundation Success By 6 will enhance it’s mathematics component to include more intensive preschool math curriculum and training for teachers in this area. Math is an often overlooked component in preschool settings.

Education Partners Early Childhood Partners

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Alabama Academy of Pediatrics Alabama Child Caring Foundation Alabama Department of Children’s Affairs Alabama Department of Public Health Alabama Disability Advocacy Program Alabama Medicaid Agency Alabama Partnership for ChildrenBlueprint for School Readiness Alabama Public Television Alabama School Readiness Alliance ALL Kids-State of Alabama BE&K Better Basics Blount County Children’s Center Blount County School System Blue Cross Blue Shield of Alabama BNSF Foundation Cahaba Valley Health Care Childcare Resources Children’s Rehabilitation Services

Community Foundation of Greater Birmingham Department of Children’s Affairs-Jefferson County Children’s Policy Cooperative Drummond - Liberty Park Joint Venture EBSCO Energen Even Start Exchange Club Family Skills Center Family Guidance Center- Jefferson County Family Guidance Center Montgomery FocusFirst HIPPY Programs of Jefferson/Shelby/Walker Counties Hispanic Interest Coalition of Alabama Jefferson County Committee for Economic Opportunity - Head Start Jefferson County Department of Health Jefferson County Library Cooperative Jefferson County School System Junior League of Birmingham Literacy Councils of Alabama

Mayer Electric M-Power Ministries Reach Out and Read Rotary Club of Birmingham Shelby County School System Sight Savers Southern Company Generation St. Clair County School System The Malone Family Foundation Thompson Tractor Co., Inc. UAB School of Dentistry UAB School of Education United Cerebral Palsy of Greater Birmingham United Way of Gadsden United Way of West Alabama Vision Research Corporation Wachovia Walker County School System Young Leaders- United Way of Central Alabama


rove Lives Through... Health Addressing healthcare issues facing our community through education, advocacy and screenings. • United Way, in partnership with the Jefferson County Department of Health, is leading efforts to prevent and reverse health problems by promoting healthy lifestyles through the Jefferson County Health Action Plan. • United Way of Central Alabama and Blue Cross Blue Shield continued its partnership with Alabama Child Caring Foundation providing health insurance to 1,000 area children. • Shelby County’s Community of Hope Health Clinic opened, providing healthcare for medically uninsured individuals in Shelby County. United Way played an active role in the 18-month planning and

implementation phase of what is now a volunteer-staffed free health care clinic. • Persons living with HIV Disease in Alabama have access to primary health care and support service through the Ryan White Comprehensive AIDS Resources Emergency (CARE) Act. United Way, selected by the Alabama Department of Public Health, serves as the lead/fiscal agent in charge of administering and implementing the strategy for achieving the goals and objectives of the program. More than 5,000 clients received case management, medial care, mental health care, oral care and transportation assistance through 15 service providers statewide.

Health Partners Health Action Plan Partners Birmingham Regional Planning Commission City Action Partnership Childcare Resources Children’s Health System Community Foundation of Greater Birmingham Congregations for Public Health Jefferson Blount St. Clair Mental Health Authority Jefferson County Children’s Policy Cooperative Jefferson County Department of Health Jones Valley Urban Farm Mainstreet Birmingham Region 2020 UAB School of Public Health Wellness, Academics and You YMCA of Birmingham, Inc. Lakeshore Foundation

Ryan White CARE Act Partners AIDS Action Coalition AIDS Alabama Alabama Dept. of Public Health Birmingham AIDS Outreach Birmingham Health Care Cooper Green Mercy Hospital East Alabama AIDS Outreach

Easter Seals Franklin Primary Health Clinic Health Services Center Homeward Bound Jefferson Blount St. Clair Mental Health Authority JCCEO Jefferson County Department of Health Middle Alabama Area Agency on Aging Mobile County Health Department Montgomery AIDS Outreach M-Power Ministries Selma AIR South Alabama CARES St. George’s Clinic St. Vincent’s Hospital Trinity Baptist Medical Center UAB 1917 UAB Family Clinic UAB REACT Team UAB School of Public Health United Cerebral Palsy of Greater Birmingham University of South Alabama Family Clinic Veterans Affairs West Alabama AIDS Outreach Whatley Health Center

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Income Helping lower-income individuals and families increase and maximize their income to meet daily needs and begin a long-term process of saving and building assets. • Individual Development Accounts are matched savings accounts making it possible for working families to purchase a first home, obtain post-secondary education or fund a small business. More than 200 accounts are currently active statewide with local matching funds such as those from the Community Foundation of Greater Birmingham and three grants from the U.S. Department of Health & Human Services totaling nearly $2 million. Since 2006, working families have purchased $1,096,553 in assets,--11 homes, 8 postsecondary education and 2 small business. • VITA (Volunteer Income Tax Assistance) offers free tax preparation to low to moderate income working individuals and families by Internal Revenue Service certified tax preparers. United Way coordinates

statewide access through its 2-1-1 Call Center as the central point of contact for VITA sites; trains volunteers and offers VITA services in the five-county service area; and partners with VITA sites in south and west Alabama and Birmingham to expand VITA with a grant from the IRS. During 2008, United Way of Central Alabama coordinated activity statewide through the Alabama Asset Building Coalition that brought over $2.8 million directly to working households. • United Way coordinated 74 classes; facilitated training for 70 financial education trainers so that 721 people received financial skill training. In partnership with the President’s Financial Literacy Council, the Federal Reserve and the Literacy Council, United Way co-sponsored the first annual Financial Literacy Summit attended by 102 stakeholders from around the state.

Income Partners Financial Stability Partners

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AARP Alabama Arise Alabama Business Charitable Trust Alabama Center for Rural Enterprise Alabama Cooperative Extension System Alabama Department of Education Alabama Jump$tart Coalition Alabama Securities Commission Alabama Title Co Amerex AmSher Arc of Walker County BancorpSouth Bank Independent Baptist Princeton Medical Center Bessemer State Technical College Foundation Bessemer Housing Authority Bessemer State Technical College Foundation Bethel Baptist Church Better Business Bureau BIG Communications Birmingham Business Resource Center

Birmingham Homeownership Center Birmingham Post Office Birmingham Regional Chamber of Commerce Birmingham Society for Human Resource Management Birmingham Urban League Blount County Commission Boat People SOS Boy Scouts of America, Greater Alabama Council Cahaba Valley Health Care Central Alabama Community College City of Auburn City of Birmingham City of Gadsden City of Montgomery City of Uniontown Community Action Agency of Northeast Alabama Community Action Association of Alabama Community Action Partnership of North Alabama Community Action Partnership of Northwest Alabama Community Foundation of Greater Birmingham Community Foundation of South Alabama Community Foundation of Southwest Alabama Community Service Programs of West Alabama


Income Partners continued Compass Bank Consumer Credit Counseling of Mobile Corporation for National and Community Service, Americorps / VISTA program CVS/pharmacy DASH of the Gulf Coast Demopolis Area Chamber of Commerce Department of Treasury East Lake United Methodist Church Family Guidance Center Family Outreach Ministries Family Preservation Agency Family Success Center Federal Deposit Insurance Corporation (FDIC) Federal Reserve Bank of Atlanta Federation of Southern Cooperatives/Land Assistance Fund First Cahawba Bank First United Security Bank Gadsden State College Gateway Consumer Credit Counseling George Warren Brown Center for Social Development Goodwill Easter Seals Gulf Coast Goodwill Industries Governor’s Task Force on Strengthening Families Governors Office of Faith Based & Community Initiatives Greene/Sumter Enterprise Community Gulfstates Mortgage Corporation Hale County Housing Resource Center Hands On Birmingham Holy Family Catholic Church Hope House, Inc. Impact Alabama Independent Living Resources of Greater Birmingham Internal Revenue Service Jasper Area Family Services Center Jefferson County Committee for Economic Opportunity Jefferson County Department of Health Jefferson County DHR Jefferson State Community College JOBS Advisory Board Jonathan Daniels CDC – Selma Junior Achievement Lawson State Community College-Bessemer Lighthouse CDC Literacy Coalition of South Alabama Literacy Council Lutheran Disaster Response McWane, Inc. Midfield High School Miles College Mobile Community Action Association Mobile County Commission Neighborhood Housing Services of Birmingham New Hope Community Development Federal Credit Union New Rising Star Credit Union New South Federal Bank Norwood Resource Center Oasis Women’s Counseling Center

Pathways Positive Maturity’s RSVP Prichard Federal Credit Union Prichard Housing Authority RBC Centura Red Mountain Bank Regions Bank Samford University Shelby County Commission Shelby County Economic & Industrial Development Authority Shelby County Family Resource Center Shelby Emergency Assistance Shoals Family Success Center Social Security Administration SouthernLinc Specification Rubber State Farm Insurance Superior Bank Telamon Corporation-Alabama The Valencia Group TimeMAPs (Remtech, Inc.) Trinity United Methodist Church Tuscaloosa VA Federal Credit Union Sumter County Credit Union Tuskegee-Macon County CDC United Cerebral Palsy of Greater Birmingham United Presbyterians of Wilcox County United Way Community Food Bank United Way of Etowah County United Way of Madison County United Way of West Alabama UAB School of Business University of Alabama College of Human Environmental Sciences University of West Alabama / Green Sumter Enterprise Community University of West Alabama’s Center for Community & Economic Development UPS Store / Birmingham AIM US Department of Housing and Urban Development (HUD) Volunteers of America Walker County Community Action Agency Walker County Community Foundation Walker County Health Department Wallace State Community College Wil-Low Nonprofit Housing Young Leaders - United Way of Central Alabama YWCA Zarzaur & Schwartz, P.C.

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Access to Services/Crisis Preparedness Providing access to services through United Way’s 2-1-1 information and referral system and partnering to ensure our communities are prepared to respond in times of emergency and disaster. • United Way and the U.S. Department of Housing and Urban Development (HUD) launched a Foreclosure Prevention Hotline using United Way’s statewide 2-1-1 Call Center to assist homeowners struggling with home mortgage challenges. • United Way with local emergency management officials and partner agencies established Volunteer Organizations Active in Disaster (VOAD) chapters in five counties in our service area. VOAD chapters coordinate roles before a disaster strikes. • Hurricane Gustav was the first major disaster to test VOAD agencies and United Way’s 2-1-1 Call Center. A 2-1-1 hub was set up to route and field calls statewide. The center was opened 24 hours a day

to answer questions about shelter availability, roadside and medical assistance. In six days 3,000 after hour, weekend and overflow calls were handled. • United Way convened local leaders, including The City of Birmingham and Hands On Birmingham, to execute a plan to reduce chronic homelessness in our area. Through Project Homeless Connect over 75 Birmingham churches, nonprofits and government agencies worked together to deliver services on one day and one location to 528 people struggling with homelessness. Services included housing, medical treatment, employment and even haircuts and 777 volunteers provided 2,377 services to help individuals and families get back on the path to independence.

Access to Services/Crisis Preparedness Partners Project

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Homeless Connect ACLU of Alabama AIDS Alabama Alabama Department of Human Resources Alabama Department of Public Safety Alabama Disabilities Advocacy Program Alabama Employment Office Alabama Veterans Employment Services Aletheia House Alpha Kappa Alpha Sorority Beginning Bridge Birmingham AIDS Outreach Birmingham Baptist Association


Access to Services/Crisis Preparedness Partners continued Birmingham City Court System Birmingham Fire and Rescue Birmingham Health Care Birmingham Homeownership Center Birmingham Police Department Boutwell Auditorium Bowman Systems Bridge Ministries Bytesize, Inc. Cahaba Valley Healthcare Childcare Resources Church at Brook Hills Church of the Reconciler City Action Partnership City of Birmingham Cooper Green Mercy Hospital Dawson Memorial Baptist Downtown Business Association Ensley Beauty Supply Family Connection First Baptist Birmingham First Light Hands On Birmingham Highlands United Methodist Church Housing First, Inc. Independent Living Resources JBS Mental Health Authority Jefferson County Commission Jefferson County Committee for Economic Opportunity Jefferson County Court System Jefferson County Department of Health Jefferson County DHR Lawson State Community College Legal Services of Alabama Metropolitan Birmingham Services for the Homeless M-Power Ministries North Park Baptist Oasis Women’s Counseling Center US Department of Veterans Affairs One Zion United AME Operation New Birmingham Pathways Pearson Hall Prisoners of Love Band Red Mountain Massage Institute Regional Planning Commission of Greater Birmingham Restoration Ministries Riley Avenue Baptist SafeHouse of Shelby County Salvation Army of Birmingham Shades Mountain Baptist Shelby County Commission Shelby Emergency Assistance Social Security Administration St. Vincent's Wellness Services The Old Firehouse Shelter The Village Trinity Baptist Medical Center UAB 1917 Clinic UAB REACT Team UAB School of Public Health UAB School of Social and Behavioral Sciences

Vestavia Hills United Methodist Church

Transportation Partners - Regional AARP Alabama Arise Baldwin County Transit Coalition Birmingham Regional Chamber of Commerce Black Belt Planning Commission ClasTran Community Foundation of Greater Birmingham Conservation Alabama Department of Human Resources Easter Seals Governor’s Office on Disability Jefferson County Committee for Economic Opportunity League of Women Voters Middle Alabama Area Agency on Aging Mobile County Transit Coalition Regional Planning Commission of Greater Birmingham Shelby County Commission United Cerebral Palsy of Greater Birmingham Walker County Community Foundation West Alabama Transit Coalition Women’s Fund of Greater Birmingham

Shelby County Partners AARP Alabama Department of Rehabilitative Services Alabaster Parks & Recreation Arc of Shelby County Calera Chamber of Commerce Central Alabama Oncology Children's Policy Council Chilton/Shelby Mental Health City of Pelham ClasTran Family Resource Center Greater Shelby Chamber of Commerce Kid One Transport Middle Alabama Area Agency on Aging Montevallo Chamber of Commerce Serenity Transport Shelby Baptist Medical Center Shelby County Commission Shelby County DHR Shelby County Emergency Management Agency Shelby County Schools Shelby County Retired Senior Volunteer Program

Walker County Partners Bevill State Community College Carbon Hill Housing Authority City of Cordova City of Jasper ClasTran Disabilities Unlimited Independent Living Resources Jasper Family Service Center Daily Mountain Eagle Social Security Administration Walker Area Community Foundation Walker Baptist Medical Center

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Access to Services/Crisis Preparedness Partners continued Walker County Chamber of Commerce Walker County Children's Policy Council Walker County Commission Walker County DHR Walker County Health Department

Mt. Pisgah United Methodist Church New Beacon Hospice Southern Care Verbena United Methodist Church Walnut Creek United Methodist Church

Seniors Issues Partners - Regional

Shelby County Partners

Alacare Home, Health & Hospice Beeson Foundation Collat Jewish Family Services Community Foundation of Greater Birmingham Geriatric Health Services Jefferson County Committee for Economic Opportunity Middle Alabama Area Agency on Aging Office of Senior Citizens Services – Jefferson County St. Martins’ in the Pines Veterans Administration Hospital – Jefferson County

Alabama Department of Senior Services Alabaster Senior Center Arc of Shelby County Baptist Health Systems Brightstar Healthcare Calera Senior Center Calera/Montevallo Housing Authority Chilton/Shelby Mental Health City of Alabaster City of Calera City of Montevallo City of Pelham Columbiana Senior Center Department of Public Health First Baptist Church Alabaster Heardmont Senior Center Home Instead Senior Care Hoover Senior Center Middle Alabama Area Agency on Aging New Beacon Hospice Positive Maturity Retired Senior Volunteer Program Shelby Baptist Association Shelby County Commission Shelby County DHR Shelby County Reporter Shelby Woods Senior Housing Valley Church Vincent Senior Center

Blount County Partners Blount County Commission Blount County DHR Adult Services Blount County Health Department Blount County Retired Senior Volunteer Program Blount County Transit Blount Emergency Management Agency Blountsville Senior Center Community Action Agency Hands On Birmingham Hope House Independent Living Resources Medical Center Blount Quality Services Middle Alabama Area Agency on Aging Mt. Pleasant Baptist Church Nectar Senior Center Oneonta Housing Authority Oneonta Senior Center Snead Senior Center St. Vincent's Hospital-Blount County The Blount County Countian Town of Nectar UAB Division of Preventative Medicine United Way Community Food Bank Unity Reverse Mortgage

Chilton County Partners

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Alabama Cooperative Extension Alabama Silver Haired Legislature Asera Care Hospice Chilton County Chamber of Commerce Chilton County Commission Chilton County DHR Chilton County Health Department Chilton County Transit Chilton Emergency Management Agency Chilton Medical Center & Home Health City of Clanton City of Maplesville Clanton First United Methodist Church Clanton Senior Center Kiwanis Club Middle Alabama Area Agency on Aging

Walker County Partners Alabama Department of Public Health Alabama Silver Haired Legislature Capstone Rural Health Center Carbon Hill Senior Center City of Cordova City of Dora Daily Mountain Eagle First United Methodist Independent Living Resources Jasper Area Family Service Center Jasper Police Department Legal Services Alabama Meals on Wheels Middle Alabama Area Agency on Aging Northwest Alabama Mental Health Oakman Senior Center Positive Maturity Regional Paramedic Services of Walker County Retired Senior Volunteer Program Social Security Administration Town of Oakman Tri-County Mental Retardation Developmental Disabilities Center Walker Area Community Foundation


Access to Services/Crisis Preparedness Partners continued Walker Baptist Medical Center Walker Baptist Senior Care Walker County Community Action Agency Walker County DHR Walker County Lifecare Walker Emergency Management Agency

Disaster Preparedness and Response Partners Alabama Department of Public Health American Red Cross Anniston Chemical Activity Arc of Jefferson & Blount County Barnett, Jones & Wilson Birmingham Baptist Association Blount Countian Birmingham Jewish Federation Blount County Chamber of Commerce Blount County Commission Blount County Department of Health Blount County Department of Human Services Blount County Emergency Management Agency Blount County Fire & EMS Association Blount County RSVP Blount County Volunteer Organizations Active in Disaster Boy Scouts of America Catholic Family Services Catholic Social Services Children’s Aid Society Children’s Policy Council Chilton-Shelby Mental Health Collat Jewish Family Services Community Action Agency Cornerstone Church Easter Seals of Birmingham Friendship Baptist Association Gateway Girl Scouts of North Central Alabama Greater Birmingham Humane Society Hands On Birmingham Hope House, Inc Jefferson Blount St. Clair Mental Health Authority Jefferson County Emergency Management Agency Jefferson County Volunteer Organizations Active in Disaster Masonics of Columbiana Middle Alabama Area Agency on Aging North Alabama United Methodist Church North Shelby Baptist Church Oneonta Lions Club Pell City Animal Shelter Pell City Mission Ministries Pell City Police Department Salvation Army Samaritan's Purse Shelby Baptist Association Shelby County Amateur Radio Shelby County Board of Education Shelby County Chaplains Association Shelby County Dept. of Human Resources Shelby County Emergency Management Agency Shelby County Family Resource Center

Shelby County Juvenile Court Shelby County Volunteer Organizations Active in Disaster Shelby Emergency Assistance St. Clair County Emergency Management Agency St. Clair County Volunteer Organizations Active in Disaster The Salvation Army – Birmingham Alabama Area Command The Salvation Army – Blount County The Salvation Army – Walker County Traveler’s Aid Society of Birmingham Alabama, Inc. United Cerebral Palsy of Greater Birmingham United Way Community Food Bank Walker County Emergency Management Agency Walker County Volunteer Organizations Active in Disaster

Latino Partnership Alabama Alliance for Latino Health Alabama Coalition Against Domestic Violence Alabama Department of Public Health Association of Builders and Contractors American Red Cross Bevill State Community College Birmingham City Schools Blount County Literacy Council Project Aprende Buena Salud Cahaba Valley Health Care Catholic Social Services City of Hoover Development Office Community Foundation of Greater Birmingham Cooper Green Mercy Hospital Crisis Center Gateway Girl Scouts of North Central Alabama Hispanic Business Council Hispanic Interest Coalition of Alabama (HICA) Hoover Public Library Jefferson County Committee for Economic Opportunity Jefferson County Board of Education Jefferson County Department of Health Jefferson County DHR Jefferson State Community College Kid One Transport KPI Latino Latinos Unidos de Alabama (LUDA) Literacy Council Multicultural Resource Center Oasis Women’s Counseling Center Shelby County Board of Education Shelby County Children’s Policy Council Shelby County Commission Shelby County Department of Health Shelby County DHR St. Vincent’s Hospital The Valencia Group UAB Minority Health and Research Center UAB School of Public Health World Reach Inc.

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Board of Directors Executive Committee William E. “Bill” Smith, Jr., Chairman of the Board Steven H. Barry, CPA, Chairman, Planning & Initiatives Charles S. Caldwell III Carol E. Clarke Alfonso “Al” Denson, Chairman of Grant Initiatives Samuel F. Dodson David M. Fields William F. Hamilton, Jr., Chairman of Agency Impact A. Mac Jones, Vice Chairman of the Board Terry D. Kellogg, Chairman of Audit Committee Sheryl W. Kimerling Gene Kirkconnell, Chairman of Communications John A. “Drew” Langloh, President & CEO Karole F. Lloyd, CPA, Treasurer Thomas H. Lowder, Immediate Past Chairman of the Board Kathryn W. Miree, Planned Giving Chairman Charles D. Perry, Jr. Chairman of Investments Samuel M. Tortorici, Campaign Chairman Alice M. Williams, Secretary

Directors Victor T. Adamo R. Stephen Briggs F. Dixon Brooke, Jr. Susan B. Brouillette Curtis Capps James W. Childs, Jr. Carnetta N. Davis Edward Day VI Nancy E. Dunlap, M.D., Ph.D. Byron Franklin Ed Gardner, Jr. Nancy Collat Goedecke Judge Debra Goldstein M. James Gorrie Michael Griffino Jay Grinney Sheriff Mike Hale Fred McCallum Billy L. Harbert, Jr. M. Ann Huckstep Norman Jetmundsen, Jr. Charles “Bill” W. Jones Randall W. Jordan P. Kay Kornmeier David W. Larson George G. Lynn Mallie I. Lynn Charles D. McCrary Matthew B. Menendez Dianne A. Mooney Richard Murray IV Vi Parramore David M. Pickett

Jeff Poulter Charles W. Raine Dudley C. Reynolds Allen W. Ritchie Carol T. Savage Isabel C. Scarinci, Ph.D., MPH Edmund K. Seibels Barbara “Bobbie” S. Siegal Robert “Lee” Smith, Jr. Beth Thorne Stukes Yolanda Northorp Sullivan T. Charles Tickle Raymond Torok Macaroy “Mac” Underwood Jose’-Antonio Valencia Thomas L. Wilder, Jr. E. Bruce Windham W. Haig Wright II Anne R. Yuengert Honorary Life Member William J. Rushton III Trustees Dr. Neal R. Berte Thomas E. Bradford, Jr. J. Mason Davis Edward M. Friend III Elmer B. Harris Donald E. Hess James E. Jacobson, Sr. Rex J. Lysinger Jesse E. Miller Thomas H. Lowder Kathryn W. Miree M. Eugene Moor, Jr. Drayton Nabers, Jr. Claude B. Nielsen Richard A. Pizitz, Sr. William A. Powell, Jr. C. Dowd Ritter Susan J. Rouse William J. Rushton III Hatton C. V. Smith Wm. Michael Warren, Jr. G. Wayne White Alice M. Williams In Memoriam Aeternam Crawford T. Johnson, Jr. Crawford T. Johnson III Alfred M. Shook III Amasa G. Smith Frank E. Spain

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Loaned Executives 2008 Loaned Executives are an integral part of a successful campaign. The LE program is a win-win opportunity for United Way as well as the organization that provides a valued employee to United Way for the 13-week campaign. United Way benefits with inspired volunteers committed to reaching the goal. Employers benefit from the professional training and development the LE receives, preparing high-potential employees for leadership roles at work and in the community. The following companies developed employee leadership through their participation in the Loaned Executive Program:

John Barnes ....................Social Security Administration

Janella Long ....................Publix Supermarkets

Robert Beeman ...............Protective Life Corporation

Frances Mosteller ............sponsored by HealthSouth & Maynard Cooper

LaShaunda Blair .............Alabama Power Company Sam Blitz ........................Mayer Electric Supply Company

Kris Mueller .....................sponsored by University of Alabama at Birmingham

Alicia Buster ...................Jefferson County Sheriff’s Department

Brian Murphy ...................Royal Cup Coffee

Renae Cain .....................sponsored by Harbert Management

Meredith Osborne.............Alabama Power Company

Calvin Clark ....................Alabama Gas Corporation & USW 12030

Lauren Padalino...............Children's Health System

Jerry Earnest ...................U. S. Postal Service

Elizabeth Pritchett ...........Cobbs, Allen & Hall Inc.

Ferris Edwards ................sponsored by Buffalo Rock, Altec, & ACIPCO

Dorothy Reynolds..............Alabama Power Company

Jim Eiland .......................sponsored by Brasfield & Gorrie

Barbara Rice....................Alabama Power Company

Corleen Farley .................sponsored by El Paso Energy

Larry Rowe .......................sponsored by American Red Cross

Tanisha Fenderson ..........Alabama Power Company

Derek Silas.......................sponsored by American Cancer Society

Debra Fisher ....................Birmingham Police Department

Wylma Stewart .................Vulcan Materials

Allison Grayson ...............United Way of Central Alabama

Sandye Taylor ...................Southern Company Services

David Hall .......................United Way of Central Alabama

Joe Thomas ......................U. S. Steel

Jason Handley .................Alabama Power Company

Marie Todd .......................Regions Bank

Kathy Harmon .................sponsored by Blue Cross Blue Shield of Alabama

Chris Todd........................Regions Bank

Clancie Harmon ..............sponsored by Colonial Properties

Jake Turner.......................U. S. Steel

Mary Jane Hathaway .......Federal Express

Krista Ware ......................Regions Bank

Tony Hayes ......................Blue Cross Blue Shield of Alabama

Kathey Washington ..........Alabama Power Company

Kent Johnson ...................Southern Nuclear Operating Company

Amanda Weil....................sponsored by Southern Progress

Derek Johnson .................Compass Bank

Phyllis White ....................U. S. Postal Service

Tammy Kaiser ..................Southern Company Services

Catina Williams ...............Birmingham Fire & Rescue

Faye Kirkland ..................sponsored by Blue Cross Blue Shield of Alabama

Ben Wilson .......................sponsored by Bradley Arant Rose & White

Pam Lester ......................sponsored by University of Alabama at Birmingham

Tameka Wren....................Alabama Power Company

Wilma Lewis ....................Blue Cross Blue Shield of Alabama David Little .....................American Red Cross

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Gwen Turner .....................Alabama Gas Corporation

Buddy Wolfe .....................Drummond Company Josh Young .......................United Parcel Service Micah Zeno ......................Regions Bank


Agency Impact Committee William F. Hamilton, Jr., Chairman

Agency Review Panels Donna Handley, Ph.D., Chairman D. Scott Adams Alex F. Alvarez Robert Beeman Richard A. Berliner Chip Bivins Joy Braasch Kathleen Bruhn Terry Collins Dennis Dearing Ted Debro Joseph R. Downs III Cherie D. Feenker Marzette Fisher Meredith Gay Ivan Holloway Yvonne Howze Dottie King Cindy Formanek Kirk William R. Ireland, Jr. Pam Mobley Becky Moore Doug Moore Joy O’Neal Ed Phillips Joy Phillips Ann Robinson Rena Ramsey Robert M. Rosenberg James D. Sisson Mark Smith Judy Traylor Pat Vander Meer Phil Whatley Jodi White Neonta Williams Steve Williams Jim Wilson

Allocations Committee William F. Hamilton, Jr., Chairman D. Scott Adams Chip Bivins R. Stephen Briggs Curtis Capps Kathy Carlisle Katie S. Chamblee Lowell K. Christy Bernadette Dalcour-Robertson Dennis Dearing R. Bruce Donnellan Joseph R. Downs, III Joy Elliott Shirley Fagan Marzette Fisher Donna Handley Ph.D. Deborah Huff Leigh B. Hutson Cindy Formanek Kirk, Ph.D. Sheryl W. Kimerling Keith H. Lewis Sonja Lother Howard Mullis Shawn Nicholas Jeff Poulter Rena W. Ramsey Isabel Scarinci Edmund K. Seibels James D. Sisson Mark Smith Robert Lee Smith Bill Stribling Macaroy Underwood Pat Vander Meer Jim Wilson and over 600 Visiting Allocation Team Members

Community Impact Committee Bill Stribling, Chairman Curtis Capps William F. Hamilton (Ex-officio) Michelle Humphrey Cathy Irvin Dr. Michael Howell-Moroney Jeff Poulter Beth Stukes

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Audit Committee Terry D. Kellogg, FSA, Chairman Todd Carlisle Cooper Evans Randal W. Jordan David M. Pickett José-Antonio Valencia

Campaign Cabinet Samuel M. Tortorici. Campaign Chairman Victor T. Adamo Robert B. Aland Nelson S. Bean Richard J. Bielen William Blackman Lessie Brady Vicki Briggs Joyce Elizabeth Brooks Steve R. Chapman Kelley Marie Cochran Charles A. Collat Carnetta N. Davis Nancy E. Dunlap Steve Flanagan Ann Wells Forney Penny Gilmore Kent J. Graeve Anthony C. Greene Terry W. Gurganus Rob G. Hoak Tony Holmes Jeffrey A. Ingrum Todd Kennedy Bobbie Knight Carla Lightsey William B. Morton Beeland Nielsen Gray G. Plosser Roy A. Smith Bill E. Smith Jim Stefkovich Jim D. Sumpter Lee Thuston Lane Timothy Wooley Stephen A. Yoder

Communications Committee Laura Moore/Gene Kirkconnell, Chairs Arthur Allen Brannon Dawkins

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Connie Hill Bethanne B. Jenkins Tommy Luckie James W. Counts Kathryn Tortorici

Finance & Administration Committee Karole F. Lloyd, CPA, Chairman Steven H. Barry, CPA F. Dixon Brooke, Jr. John H. Holcomb III Norman G. Holmes Walter Howlett, Jr. Kristen M. Hudak Terry D. Kellogg, FSA John R. Lee Susan W. Matlock Alice M. Williams

Gift Planning Volunteers Kathryn W. Miree, Chairman R. Stephen Briggs Kathleen Bruhn Edward M. Friend III Eleanor Griffin Carol Hagood A. Mac Jones Kay Kornmeier Dianne Mooney William E. Smith, Jr. Robert Lee Smith, Jr. David Pittman Charles D. Perry, Jr. Joan Wright

Grants Oversight Committee Alfonso “Al” Denson, Chairman James W. “Jim” Anderson Thomas E. Bradford, Jr. Susan B. Brouillette Charles W. DeBardeleben Dr. Mike Fleenor M. Ann Huckstep David W. Larson Wayne White


Investment Committee Charles Perry, Jr., Chairman Richard J. Bielen Joe Clifton Beverly “Bev” P. Head III Thomas L. Wilder, Jr. Billy L. Harbert, Jr. J. David Brown III Joseph T. Keating John P. Maloney, CFA Ann Haas William A. “Bill” Levant James “Jim” Underwood Phillip “Phil” Passafiume Michael T. Lytle Todd Nunnelley

Nominating Committee Thomas H. Lowder, Chairman Charles S. Caldwell III Carnetta N. Davis Nancy Collat Goedecke A. Mac Jones Sheryl W. Kimerling David Pittman Robert “Lee” Smith, Jr. William E. “Bill” Smith, Jr.

Gary Palmer Vi Parramore Charles W. Raine Guin D. Robinson Karen Rolen Deak Rushton Carol T. Savage Alton C. Shields Barbara “Bobbie” S. Siegal Larry D. Thornton Mimi Tynes William “Bill” M. Voigt Benita Wilson E. Bruce Windham W. Haig Wright II

Senior Staff Leadership John A. “Drew” Langloh, President & CEO Harry L. Brown, Ph.D., Senior Vice-President, Planning & Community Initiatives Kelly L. Carlton, CPA, Executive Vice-President and Chief Financial Officer Ellyn R. Grady, Senior Vice-President, Agency Impact & Resource Development Samuetta P. Nesbitt, Senior Vice-President, Communications & 211 Call Center

Planning & Community Initiatives Committee Steven H. Barry, Chairman James W. Anderson Joy Braasch James T. Bradford W. Paul Bowers Carol E. Clarke David M. Fields Dr. Mike Fleenor Carolyn Fortner Carla Burton Gale Barbara Galloway Ed Gardner, Jr. Chris Green Judge Debra H. Goldstein Reginald N. Holloway Theodore R. Debro Yvonne B. Howze Norman Jetmundsen, Jr. Sandy R. Killion Matthew B. Menendez G. Ruffner Page, Jr.

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INDEPENDENT AUDITOR'S REPORT Board of Directors United Way of Central Alabama, Inc. Birmingham, Alabama We have audited the accompanying statements of financial position of United Way of Central Alabama, Inc. (a nonprofit organization) as of December 31, 2007 and 2006, and the related statements of activities, functional expenses, and cash flows for the years then ended. These financial statements are the responsibility of the Organization's management. Our responsibility is to express an opinion on these financial statements based on our audits. The prior year summarized comparative information has been derived from the Organization's 2006 financial statements and, in our report dated September 13, 2007, we expressed an unqualified opinion on those financial statements. We conducted our audits in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and the significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audits provide a reasonable basis for our opinion. In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of United Way of Central Alabama, Inc., as of December 31, 2007 and 2006, and the changes in its net assets and its cash flows for the years then ended in conformity with accounting principles generally accepted in the United States of America. In accordance with Government Auditing Standards, we have also issued our report dated September 10, 2008, on our consideration of United Way of Central Alabama, Inc.'s internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards and important for assessing the results of our audit. Our audits were conducted for the purpose of forming an opinion on the basic financial statements of United Way of Central Alabama, Inc. taken as a whole. The accompanying schedule of allocations to agencies by program service category on page 21 is presented for purposes of additional analysis, and is not a required part of the basic financial statements. The accompanying schedule of expenditures of federal awards is presented for purposes of additional analysis as required by U.S. Office of Management and Budget Circular A 133, Audits of States, Local Governments, and Non Profit Organizations, and is not a required part of the basic financial statements. Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements and, in our opinion, is fairly stated, in all material respects, in relation to the basic financial statements taken as a whole.

Birmingham, Alabama September 10, 2008

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LIVE UNITED A credo. A mission. A goal. A constant reminder that when we as individuals think outside ourselves, we have the power to facilitate change. When we think of others’ lives as linked to our own, our compassion grows.

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Annual Report 2008  

United Way of Central Alabama Annual Report

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