Page 1

2009 Annual Report

Thank

YOU

for Living United


2009

Annual Report Message

Our community faced great challenges in 2009 and your United Way responded by continuing to provide important health and human services to assist those who were in need. Starting just before the New Year, job cuts at major employers meant individuals and families in our community would be faced with reduced income and greater insecurity. These job cuts would also impact the collections on the 2008 campaign for United Way. The Board of Directors recognized this reality early and spent time at each meeting discussing the issue. Despite these concerns,your United Way committed to funding services at the levels promised for 2009. While this commitment reduced our assets, we felt it critical to maintain this funding as needs rose. These same challenges were felt again in the 2009 campaign. Despite 5,200 fewer people working in 2009 than in 2008, the community rallied for an impressive $4,460,316 campaign. While this amount did not reach the defined need of $5 million, it surpassed the initial estimates of what we felt we could raise by $120,000 – a reality that we celebrated in November. Campaign Chair Tony Albrecht deserves praise for his courage and leadership of the 2009 campaign and we were pleased to name him our Volunteer of the Year for 2009 at our annual meeting in January.

• The United Way also spearheaded MoneySmart week in October with a variety of community partners. The week saw an emphasis on financial education and activities that sought to help people make better decisions on how to use their money. • The United Way also participated in the Child Abuse Prevention efforts which featured a revised summit preceded by two “think tanks.” These smaller meetings helped to refine the summit conversation and work for 2009 toward mentoring as a prevention strategy for both child abuse and juvenile delinquency. As we prepare for 2010, your United Way will begin a strategic planning process designed to build on the work of recent years and set the stage for the next five years. Inherent in this process will be the selection of metrics for our work. We will include organizational measures of success as well as indicators at the community level for our target outcomes. With time and successful implementation we look forward to sharing our progress as an organization and as a community in future reports. On behalf of the Board of Directors, our partner agencies and the many people whose lives you improve through United Way, we thank you for your continuing support of our work in Tippecanoe County.

Outside of the campaign, your United Way continued to improve lives. In addition to the important Community Investment Process: • The United Way got its Individual Development Account Program running and is ending the year with clients having completed financial education courses and starting their savings efforts. The program was developed in partnership with the Weed & Seed initiative of the City of Lafayette. It is designed to match individuals’ savings to boost the educational levels of Weed & Seed area residents and to promote homeownership within those neighborhoods.

2009 Annual Report United Way of Greater Lafayette

David Bathe, D.A. Chancellor Ivy Tech State College 2009 Board President

James Taylor Executive Director United Way of Greater Lafayette


2009

Board of Directors

Officers David Bathe, D.A. Chancellor, Ivy Tech State College President

Rick Davis President, Henriott Group 1st Vice President

April Reason Senior Financial Analyst Eli Lilly Tippecanoe Labs Treasurer

James Taylor Executive Director United Way of Greater Lafayette

Jodi Roy Auto Underwriting Supervisor State Farm Insurance 2nd Vice President

Elected Directors Roger Blalock Senior Associate Athletic Director Purdue University

Brenda Clapper Attorney Ball Law Firm

Julie Cole Manager Human Resources Subaru of Indiana Automotive

Aaron Cooke Partner Cooke Law Office

Ed Dunn Producer/Director Purdue University

Cheryl Jorgenson Vice President Lafayette Life Insurance Company

Larry McShane General Manager Eli Lilly Tippecanoe Labs

Candy Minniear Administrative Assistant Carpenters Local #215

Tom Murtaugh Assistant Vice President Lafayette Savings Bank

Jimmy Ogden Business Manager IBEW Local #668

Traci Robison System Director Marketing & Communications Clarian Arnett Health

Gary Suisman President & Publisher Journal & Courier

Carlos Vasquez Division Director, Radiology Services St. Elizabeth Regional Health

Randy Williams President & CEO Lafayette Savings Bank

Ex-Officio Directors Community Foundation of Greater Lafayette Tom Parent

United Way Past President Cindy Murray

United Way Campaign Chair Tony Albrecht

Community Investment Committee Chair Laura Downey

Labor Participation Committee Chair Lesley Morgan

Marketing/Public Relations Committee Chair Tracie Ransom

Volunteer Services Committee Chair Tom Murtaugh

Agency Director’s Group Representative Jennifer Layton

2009 Annual Report United Way of Greater Lafayette


2009

Statement of Activities

UNITED WAY OF GREATER LAFAYETTE AND TIPPECANOE COUNTY, INDIANA, INC. STATEMENTS OF ACTIVITIES For Years Ended December 31, UNRESTRICTED 2009 2008

TOTAL 2009 PUBLIC SUPPORT AND REVENUE Gross Campaign Results Current Year (Less) Provisions for Uncollectibles Prior Year Recovery (Losses) for Uncollectibles (Less) Out-of-County Designations (Less) Amounts Designated by Donors for Member Organizations Net Campaign Revenue In-Kind Contributions Contributions Grants Sponsorship Income Interest and Dividends, Net of Investment Fees Realized Gain (Loss) on Sale of Investments Endowment Income Workshop Income Miscellaneous Net Assets Released from Restrictions TOTAL PUBLIC SUPPORT AND REVENUE EXPENSES Program Services-Gross Funds Awarded and Allocation Service Expenses (Less) Donor Designations Net Funds Awarded and Allocation Service Expenses Labor Relations/Community Service Grant Programs Total Program Services Management and General Fundraising TOTAL EXPENSES INCREASE (DECREASE) IN NET ASSETS BEFORE UNREALIZED GAIN (LOSS) ON INVESTMENTS UNREALIZED GAIN (LOSS) ON INVESTMENTS INCREASE (DECREASE) IN NET ASSETS NET ASSETS--Beginning of Year NET ASSETS--End of Year

2009 Annual Report United Way of Greater Lafayette

2008

$ 4,504,997 $ 5,000,485 $ - $ (283,273) (265,738) (261,663) (2,568) (261,663) (255,169) (238,834) (442,206) (415,279) 3,305,948 18 ,99 0 69 ,02 8 135,493 20 ,00 0 112,733 (51,758) 21 ,43 0 60 ,78 2 18,495 -

TEMPORARILY RESTRICTED 2008 2009

PERMANENTLY RESTRICTED 2009 2008

- $ 4,504,997 $ 5,000,485 $ (283,273) (265,738) (2,568) (238,834) (255,169) (442,206) (415,279) (2,568)

-

$

-

4,034,804

(261,663)

3,567,611

4,037,372

-

-

19,137 47,059 564,071 34,100 135,050 55,507 23,796 40,595 9,195 -

18,990 43,734 20,000 112,576 (51,758) 21,430 57,052 18,495 4,224,547

19,137 33,003 34,100 134,878 55,342 23,796 35,595 9,195 4,157,713

25,294 135,493 157 3,730 (4,224,547)

14,056 564,071 172 165 5,000 (4,157,713)

-

-

(492,262)

463,123

-

-

3,711,141

4,963,314

4,203,403

4,500,191

3,737,641 (415,279)

4,182,658 (442,206)

3,737,641 (415,279)

4,182,658 (442,206)

-

-

-

-

3,322,362 59,712 260,963

3,740,452 70,681 199,837

3,322,362 59,712 260,963

3,740,452 70,681 199,837

-

-

-

-

3,643,037 2 0 2 ,35 2 369,286

4,010,970 190,929 320,809

3,643,037 202,352 369,286

4,010,970 190,929 320,809

-

-

-

-

4,214,675

4,522,708

4,214,675

4,522,708

-

-

-

-

463,123

-

-

(503,534)

440,606

(11,272)

(22,517)

596,210

(1,222,928)

596,210

(1,219,299)

92 ,67 6

(782,322)

584,938

(1,241,816)

4,898,698

5,681,020

$ 4,991,374

$ 4,898,698

373,834 $

958,772

$

(492,262) (492,262)

(3,629) 459,494

1,615,650

4,520,614

4,061,120

373,834

$ 4,028,352

$ 4,520,614

-

-

-

-

4,250 $

4,250

4,250 $

4,250


2009

Community Investments SCHEDULES OF ALLOCATIONS TO AGENCIES As of December 31, 2009

American Red Cross Big Brothers/Big Sisters Boy Scouts of Sagamore Council Community and Family Resource Center Community Health Clinic Crisis Center Family Services, Inc. Food Finders Food Bank Girl Scouts of Sycamore Council Hanna Community Center Lafayette Adult Resource Academy Lafayette Family YMCA Lafayette Transitional Housing Center Legal Aid Corporation Lyn Treece Boys and Girls Club Meals on Wheels Meals on Wheels* Mental Health America Salvation Army The Arc of Tippecanoe County Tippecanoe County Child Care Tippecanoe County Council on Aging, Senior Center Wabash Center YWCA Less: Donor Designated Contributions

$

167,067 96,086 85,310 306,398 138,292 94,649 258,624 99,476 61,423 94,290 69,146 112,250 218,214 61,513 202,050 16,299 9,675 147,721 118,356 30,532 490,308 197,560 263,645 222,480 3,561,364 (415,279)

$ 3,146,085

2008 $

191,043 107,000 99,750 321,867 140,000 102,329 279,536 110,360 68,400 105,000 77,000 125,000 225,524 65,200 250,000 16,500 14,900 149,567 138,735 34,000 525,000 220,000 293,592 247,750 3,908,053 (442,206)

$ 3,465,847

The amounts listed above include donor designated contributions for 2009 and 2008. *Meals on Wheels received $9,675 and $14,900 in donor designated contributions in excess of their allocation for 2009 and 2008, respectively.

2009 Annual Report United Way of Greater Lafayette


THANK YOU Tony Albrecht 2009 Volunteer of the Year We owe special thanks to our 2009 Volunteer of the Year. His courage and determination were a true gift to the United Way and our community during one of the worst economic environments in memory. Knowing full well the challenges that the economy would bring to the 2009 campaign, he championed setting a goal based on the needs of our community – the same as any other year. As we pieced together the campaign plan, he was committed to finding new campaigns and broadening the base of support to benefit not only this year’s campaign but also future campaigns. His commitment to the mission of our organization and to the improvement of our community was visible in the countless hours spent making calls and reaching out to people throughout the fall. As a result of his hard work, leadership and determination, our community raised $150,000 more than the pre-campaign estimates suggested possible. For his willingness to take risks, for his determination to put our community first and for his outstanding leadership and commitment, we are pleased to announce that Tony Albrecht is our 2009 Volunteer of the Year.

Annual Report 2009

MISSION STATEMENT

INVESTING IN RESULTS

The United Way of Greater Lafayette updated it’s mission recently. Our new mission statement is: Mobilizing our community to improve lives.

WHO DOES THE UNITED WAY OF GREATER LAFAYETTE HELP? Your contribution helps Compeer clients through Mental Health America stay out of inpatient settings; homeless families and individuals receive counseling, food and shelter through Lafayette Transitional Housing, and the Salvation Army; and families facing crisis get through the rough times thanks to the Red Cross. From disasters and trauma to diseases and disabilities, programs supported by United Way are changing lives - one at a time - with your help.

Community Impact Community Change Strategies & Breakthrough Opportunities Prevention & Development Services Basic Human Needs & Crisis Services

United Way has expanded its strategic approach to improving lives. We continue to fund programs and services that help people in need now (intervention) and programs that build skills in children, youth and adults to help them avoid needing assistance in the future (prevention). Now, we are also looking upstream to address the underlying issues or root causes that create obstacles to success for members of our community. The graphic above shows the Community Investment Triangle on which our new strategic approach to improving lives is based.

United Way of Greater Lafayette is moving in a bold, new direction focused on prevention. After helping millions of local residents for 85 years, we’re now taking a fresh, strategic approach – one that addresses the root causes of problems before lives are ruined and ripple effects are felt across our community. Our goal is to create lasting, measurable change – not just for today, but for generations to come Focusing on Prevention We know that even with great work by UWGL and our agency partners – as well as tremendous generosity from our community – health and human service problems have continued to grow and compound. Not only is prevention the right thing to do for people, it also makes smart economic sense. Research shows that for every dollar spent on prevention, a minimum of $7 is saved on intervention. In the past United Way was spread a mile wide and an inch deep. In seeking new , more effective solutions we’re now shifting our work and resources to our focus areas, and we’re calling this approach Community Impact. These area include:

Health and Wellness

Basic Needs & Financial Stability

Children and Families

Families and individuals with income under 200% of poverty will adopt healthy lifestyles* Families with incomes under 200% of poverty will avoid financial crisis*

Children from families with income under 200% of poverty will enter school ready to succeed* Youth from families with income under 200% of poverty will graduate from High School* Children, families and individuals will feel safe in their homes and community

* 200% of poverty in Tippecanoe County constitutes a family of four earning less than $42,000 annually.

www.uwlafayette.org (765) 742-9077

y

United Way of Greater Lafayette 2009 annual report  

United Way of Greater Lafayette 2009 annual report