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United Way of Marion County



MAKE A DIFFERENCE. Give. Advocate. Volunteer.

Live United


2009 Community Investment Report

United Way of Marion County

2008-09 United way board of directors Mark Imes Chairman Independent National Bank

Dr. Cheryl Fante Vice Chair of Strategic Planning Central Florida Community College

Chief Samuel Williams Chair-Elect Ocala Police Department

Julie Shealy Vice Chair of Public Relations & Marketing Division Marion County Public Schools

Dr. Diana Greene Secretary Marion County Public Schools Jane Fontaine Treasurer Fontaine Financial Group, LLC Tom Dewey Past-Chair First Tennessee Bank Dr. Riadh Fakhoury Vice Chair of Annual Campaign Division Fakhoury Chiropractic Clinic Dr. Manal Fakhoury Vice Chair of Annual Campaign Division Ocala Regional Medical Center Bill Chambers Vice Chair of Planned Giving Division Merrill Lynch Douglas Day, CPA Vice Chair of Community Solutions Division Day & Day, PA

Karen Reed AT&T Mary Sue Rich Retired

Jim Anthony Community Bank & Trust of Florida

Ted Schatt The Schatt Law Firm

David Brady Time Customer Service

Jeff Shealy Department of Juvenile Justice

John Dozier Retired

Parnell Townley Retired

Lola Gonzalez Accurate Background Check

Harvey Vandeven Hamlet Construction

Dr. Nathan Grossman Marion County Health Department

Elbert Wilkinson First Tennessee Bank

Jack Hillseland Lockheed Martin

Chris Yancey Mercantile Bank

General Pat Howard Retired Dan Kuhn Marion County Sheriff’s Office Dirk Leeward Ocala4Sale

Tom Falanga Vice Chair of Administration Division Lockheed Martin


Steve Purves Munroe Regional Medical Center

Guy Lemieux Lemieux Diamond Company Allen Parsons Ocala Star-Banner


CHAIRMAN & PRESIDENT’S LETTER Dear Friends, This past year will be remembered as a year of great challenge. We have witnessed unprecedented economic and social upheaval, and we are seeing many of our friends lose long-time employment. Some people who generously supported community needs are now requesting services from agencies supported by our United Way. Unemployment in Marion County has risen from 10 percent last year to 15 percent this year as we lost more than 7,000 jobs. Job losses have hit area non-profit organizations particularly hard, reducing their service capacity at the precise moment that need for their programs is increasing to record levels. Marion County has been experiencing a perfect storm of increasing needs and decreasing resources. Through all this turmoil and uncertainty, our community has mobilized and responded to help individuals and families get back on the road to recovery. To meet the critical need for basic services, our board was blessed with an estate gift at the end of 2008 that helped us invest an additional $400,000 into the community to fund crucial programs that maintained financial services for families, provided utility assistance payments and kept our children equipped and ready for school. These funds were allocated by more than 60 volunteers through our annual allocations process. We identified the most effective service providers to provide this vital help.

able to expand the resources provided to the community through the Marion County Prosperity Campaign by opening a Volunteer Income Tax Assistance site, which provided free income tax preparation for more than 200 individuals and families. During times of crisis it can sometimes be hard to focus on the future, be optimistic and hopeful, but we are. Our character as a community is strengthened when we overcome challenges. People are joining together to help those in crisis, to find creative solutions when resources are limited, to find new sources of funds, and to effectively invest to meet the needs of our neighbors. We pledge to work hard with our neighbors today to help shape the promising future of Marion County. That’s what it means to LIVE UNITED. Maureen Quinlan, PRESIDENT (right) MARK IMES, 08-09 Chairman, Board of Directors (left)

We reached out to you—our Loyal Contributors—and each of you responded…some by giving a little bit more, others by renewing your gift and still others by making a leadership gift for the first time. While our aggressive goal turned out to be beyond our reach, your generosity helped offset losses from the hardest-hit sectors of our economy and helped maintain vital services. We also reached out to our volunteers, whose work continued to bring positive results to Marion County. It was because of the dedication of our expanded volunteer base that we continued our Community Impact Focus on homeless school-age children. We also were


United Way of Marion County

ADVANCING THE COMMON GOOD Over the past several years, United Way of Marion County has adopted a powerful new mission focused on maximizing the impact we have in our communities. This evolution from our traditional role as a fundraiser and distributor of resources involves mobilizing communities to create sustained change and improve lives. The “community impact” model puts emphasis on partnerships, coordinated services, measurable results and changed lives. It involves participation and input from throughout the community, as people are united by common interests and a shared commitment to act.

United Way is working on advancing the common good by focusing on education, income and health. These are the building blocks for a good life—a quality education that leads to a stable employment and the ability to earn sufficient money in order to support a family through retirement, and the opportunity for health and well-being. While local emergency human service needs must be met, we believe in changing the situations that put people in these positions in the first place.


Success By 6 Leadership Council

Success By 6

Tom Dewey—First Tennessee Bank

United Way’s Success By 6 parent education initiative focuses on assisting parents with preparing their children, birth-to-age-six, so they enter school ready to learn and succeed. Some key activities for 2008-2009 included:

Brandi Conney—Childhood Development Services Jane Fonatine—The Fontaine Financial Group, LLC State Rep. Kurt Kelly—Florida House of Representatives Dr. Nate Grossman—Marion County Health Department Toni James—Toni James & Associates

INCOME Marion County Prosperity Campaign This new initiative of United Way focuses on helping families and empowering them to move toward financial independence.

Donna Anthony—Regions Bank

Volunteer Income Tax Assistance (VITA)

Judy Collins—GreenPath

This program offers free tax preparation at a variety of sites throughout Marion County. IRS trained and certified volunteer counselors help Marion County residents access economic benefits like the Earned Income Tax Credit (EITC) and Child Tax Credit, and file your tax return. In the first year, United Way operated one tax site in Marion County with two trained volunteers and filed 211 returns saving families more than $31,000 in filing fees. Of the returns that we filed, 36 qualified for EITC, averaging $1,041 each, with a grand total of $37,464 dollars in claimed EITC money.

Angie Lewis—State Farm Insurance

Personal Finance Workshops

» Six Powerful Parenting Seminars held on the Northeast side of Ocala included 66 total participants for the series.

Dyer Michell—Retired

» “Dolly Parton’s Imagination Library” program continues to serve 385 children in the Reddick and Marion Oaks communities. This program provides free books to enrolled children under age five to encourage parents to read to their children daily.

Bruce Seaman—Fairfield Presbyterian Church

United Way is working with partnering organizations to offer free financial education workshops to Marion County residents as well as working with employers to offer on-site financial education classes for their employees. Trained facilitators use Money Smart, a FDIC curriculum. In the first year, we held 77 workshops for more than 500 participants.

» Caring Through Cribs served 429 families this year. This program provides SIDS education to new and expectant parents on how to reduce risk factors by providing a safe sleeping environment for a baby. If needed, participants can then receive a new crib to be able to provide a safe sleeping environment for their infant. » “Pajamas and Books for Bedtime” Holiday Drive— provided 1,428 children with new PJs and books at Christmas time.

Chris Sandy—Marion County Public Schools Julie Sieg—Marion County Public Library Troy Strawder—ARC Marion

Marion County Prosperity Campaign Coalition Lori Boring—Wachovia/Wells Fargo Company Gerry Brent—Marion County Children’s Alliance Cassandra Conrad—Community Bank and Trust of FL Eileen Gage—Volunteer Christina Garcia—Volunteer Mary Getsee—Berryhill, Hoffman, Getsee PA Loretta Jackson—Volunteer Toni James—Toni James & Associates Connie Larsen—Signature Brands Bruce Seaman—Fairfield Presbyterian Church Glenn Shuman—Community Legal Services of Mid FL Dee Woods—IRS Dennis Yonce—Ocala Police Department

HEALTH United Way of Marion County wants more people to have access to the medications they need. The FamilyWize Prescription Drug Discount Card helps people who don’t have health insurance, or need medicine not covered by their insurance plan. More than 40,000 cards have been distributed locally and lowered the cost of medicine by an average of 35 percent. In the first year, 2,254 individuals received a total discount of $30,678 equating to an average savings per COMMUNITY SERVICE PARTNERSHIP claim of $13.61.



United Way’s Success By 6 Initiative proudly works in partnership with the Early Learning Coalition of Marion County to create long-lasting changes for a brighter future for children in our community.



United Way of Marion County

LOCAL INVESTMENTS United Way of Marion County has a long and respected history of volunteer oversight and involvement in the fund distribution process.

This is what sets United Way apart from others. Experienced volunteers study local programs to determine where your dollars are needed and can do the most good. United Way programs help people across Marion County with a variety of services, including youth programs, elderly services, basic needs providers, crisis assistance and more.

United Way also provided additional funding to support Marion County’s Homeless Council’s First Call For Help program and Success By 6 administrated by the Early Learning Coalition of Marion County. United Way’s Endowment Fund committee made its third earnings investment allocation into the community for a total of $91,479 and United Way’s women’s initiative, Women of Worth allocated $40,000 to United Way’s Community Impact Focus on reducing the number of homeless school-aged children in Marion County. We thank you for your support! United Way continues to invest local resources to improve our community.

Last year, 64 volunteers were trained to review agency funding requests and complete budget reviews as part of the allocations process. Allocation volunteers also toured each assigned agency in their panel to get an overall understanding of the programs. 31 partner agencies received allocations and designations.


Jim Alsobrook

Don Darley

Larry Hershfield

Donna McPhillips

Lynn Smallwood

Brad Arthur

Howard Davies

Jack Hillesland

Linda Meyer

Toni Stevenson

Brian Baker

Linda Dexter

Joyce-Ellen Horne

Jean Morris

Jim Spector

Utz Bensch

Pam Doherty

Richard Houghton

Yvonne Moyer

Danielle Taylor

Lori Boring

Treesa Drury

Tonya Hundley

Bobbie Natale

Stephanie Thompson

Joanne Bowman

Lois Ellis

Linda Kamholz

Elliot Natale

Michael Tomich

Lori Bright

Debra Evans

Barbara King

Rosemarie Oliveros

Harvey Vandeven

Basil Bristow

Tom Falanga

Connie Larson

Jane Potter

Julie Wands

Celiene Bruce

Patricia Glennon

Steven Lee

Josie Ramos

Wallace Watford

Charles Bruce

Michael Greiner

Clay Lehman

John Renyhart

Mary Woods

Lori Catto

Richard Grosso

David Lindahl

Gisela Salas

Joanne Williams

Gilda Crocker

Angela Green

Judith Lowther

Ted Schatt

Joan Croye

Billy Hamilton

Grant McMahon

Jeff Shealy


$395,814 $380,900

2009 Allocation VOLUNTEERS

$348,591 $306,905


Meeting Survival Needs & Basic Skills Strengthening Our Families Fostering Self-Sufficiency


Nurturing Our Children $100,000


$81,331 $40,000

Success By 6 & First Call For Help WoW Allocations Endowment Allocations

Clockwise from top left: 2008 Endowment Grant recipients, 2009 Diamond Donor luncheon and 2008 Campaign Pacesetter Kick-off



United Way of Marion County


We would like to take this opportunity to express our appreciation for your generous support during the 2008 Campaign. It was a tough road during the economic downturn, and all of you pulled together as a team to make sure that everyone had an opportunity to advance the common good in our community. It has been our honor to chair the Campaign and working with all of you to make our community a better place was very rewarding. Although there were ongoing challenges from the business sector, we were able to raise $2,206,000. Thank you to individual donors, leadership givers, and corporate contributors for their participation and generosity. Winston Churchill once said, “We make a living by what we get, but we make a life by what we give.” To be able to give is a privilege. Where we give, and to whom, are personal choices. We choose to give to the United Way, because we feel it is the most effective way to support our community.


LEADERSHIP GIVING We believe all of us want to help our community, and the United Way does just that—through a process that is thoughtful, fair and efficient. For whatever reasons you give, thank you for making a difference. Thank you for your commitment and active involvement in United Way. Your support is greatly appreciated. Drs. Riadh and Manal Fakhoury 2008 Campaign Co-Chairs

By donating to the United Way of Marion County, you are helping to advance the common good in the areas of Education, Income and Health. There are many ways you can GIVE—through your workplace campaign, as a Tocqueville Society member, or donating a planned gift.

Workplace Campaign The United Way workplace campaign has been called one of the greatest social inventions in American history. Working together with employers and more than a million volunteers each year, United Way invites people to advance the common good and create opportunities for a better life for all. More than 8,500 donors invested in our community last year through their United Way of Marion County workplace campaigns. During campaigns, employers receive valuable information about the needs of their community and how they can easily help meet those needs with a generous gift through a convenient payroll deduction. Organizations of any size can participate.

Loyal Contributors Loyal Contributors are those donors who have a genuine enthusiasm and commitment for United Way’s mission. Their dedication to United Way for five years or more is an amazing example of how each of us can LIVE UNITED. Our Loyal Contributors have joined hands with United Way and helped thousands of people in our community. Children are receiving the education and skills they need to succeed in school, work and life. Families are opening saving accounts, saving for college tuition and purchasing homes. Seniors are volunteering in our community and staying active. What a difference you have made. Thank you for all you have done for so many people in your community. We want to make sure you know how important you are to us. Your consistent support has changed lives. We salute you!

Tocqueville Society


Since its inception in 1991, the Tocqueville Society has been a preeminent philanthropic association in Marion County. Each year, its generous and distinguished members have stepped forward to demonstrate an extraordinary commitment to positive

change in our community. Membership in the Tocqueville Society is granted to individuals who contribute at least $10,000 annually to United Way. To see a full list of our Tocqueville Society members, please refer to our United Way Leadership Book.

Legacy of Caring Society The Legacy of Caring Society offers planned giving opportunities that will protect your assets, provide income for your family and leave a legacy that your family can be proud of. A planned gift may include gifts of stock, bonds, mutual funds or real estate given to United Way of Marion County either as an outright gift or as a gift in a bequest, trust or gift annuity. There are as many different ways to support United Way as there are needs for your support. Planned gifts can also realize substantial tax benefits for the donor. Please consult your attorney or estate specialist for benefits specific to your situation. We would like to thank our Legacy of Caring Society members who are changing lives for generations to come by giving a gift that will last forever. To see a full list of our Legacy of Caring Society members, please refer to our United Way Leadership Book.

Young Leaders Society The United Way Young Leaders Society is a group of passionate young professionals who are actively seeking ways to Connect, Serve and Lead to make positive and lasting impact throughout our community. Members of the Young Leaders Society are United Way donors who are in their 20’s and 30’s. The Young Leaders Society encourages members to be proactive in increasing membership through leadership giving, to provide networking opportunities through social events and volunteerism, and to educate members on social issues and needs in order to prepare and inspire them for leadership roles within the community. Our deepest gratitude goes to all our Young Leaders Society members for truly making a difference in the lives of hundreds in our community. To see a full list of our Young Leaders Society members, please refer to our United Way Leadership Book.


United Way of Marion County

2008 Campaign recognition 2008 Top Corporate Investments


Radiology Associates of Ocala



Raymond James & Associates

Early Learning Coalition of Marion County

Top 25 Workplaces

Progress Energy

Regions Bank

EmBarq (Now CenturyLink)

Time Customer Service

Signature Brands, LLC

First Avenue National Bank

** Denotes a member of the $200,000 Club and * Denotes a member of the $100,000 Club.


Gateway Bank of Central Florida

SunTrust Bank

Heritage Management Corp.

Time Customer Service

HSBC (Beneficial)

Wachovia Bank

M&S Bank

Silver (companies with gifts of $20


Marion County Public Schools** Publix Super Markets, Inc.** Lockheed Martin*

United Way Board members at the 2008 Campaign Kick-off

Munroe Regional Medical Center Ocala Regional Medical Center AT&T Signature Brands, LLC Regions Bank City of Ocala Florida State Employees’ Charitable Campaign ClosetMaid Marion County Sheriff’s Office Merrill Lynch

(to be eligible companies have to have a minimum of 10 employees)

Gold (companies with gifts of $25 per employee)

AT&T Benefit Advisors

Community Bank and Trust of Florida

Marion County Supervisor of Elections

Cox Communications

McCall Service

JC Penney

Mercantile Bank

Marion County Sheriff’s Office

Ocala Recycling

Ring Power

PACE Center for Girls of Marion County

Wachovia Securities (now Wells Fargo Advisors)

Palm Chevrolet

Bronze (companies with gifts of $15

Publix—Heather Island

per employee)

Publix—Mulberry Grove

Cone Distributing, Inc.

RH Donnelley (DEX)

DeLuca Toyota

Time Customer Service


United Way of Marion County



2008 Employee Giving Awards

Pro Poly of America

Workforce Connection

Silver (60% employee participation, $60

(companies with a minimum of 10 employees that met three of the four listed criteria)

average employee gift, $60 per capita employee gift, 15% increase in total employee gift)

Gold (75% employee participation, $90

ARC Marion


Auto Owners Insurance

Compass Bank

Benefit Advisors

Fakhoury Chiropractic Clinic

Delta Laboratories Edwards Construction Services Enterprise Rent-a-Car Gateway Bank of Central Florida

Marion County Commission

Independent National Bank

Central Florida Community College

M&S Bank

SunTrust Bank

Mercantile Bank


Nationwide Insurance

Wachovia Bank

Ocala Recycling

Palm Chevrolet

Marion County Senior Services

average employee gift, $75 per capita employee gift, 20% increase in total employee gift)

EmBarq (now CenturyLink)



2008 Corporate Giving Awards

per employee)

Boys & Girls Club of Marion County City of Belleview

Conimar Corporation Lockheed Martin

Progress Energy Publix Super Markets Jim and Kasha Anthony at the 2009 Annual Meeting

average employee gift, $55 per capita employee gift, 12% increase in total employee gift)

Community Bank and Trust of Florida Creative Services

Nisreen Mahrous—CFCC Student Kathryn Shaw Byrd Wilcox—Marion County Board of County Commissioners

Delta Laboratories

2008 Pacesetter Companies

Independent National Bank

Accurate Background Check

Merrill Lynch

American Red Cross

Publix—40 East

Arnette House

Publix—Canopy Oaks

Benefit Advisors

Publix—Churchill Square

Big Brothers/Big Sisters

Publix—Heath Brook Commons

Children’s Home Society

Publix—Pearl Britain Plaza

Early Learning Coalition of Marion County

Signature Brands, LLC

2008 Campaign Cabinet Drs. Riadh & Manal Fakhoury, 2008 Volunteer Campaign Chairs Bill Chambers—Merrill Lynch Jeff Shealy—Department of Juvenile Justice Sue “Skippy” Morris Doff Kathy Houser Stan Koshinski—Marcala Homes Betsy Koshinski Jack Hillesland—Lockheed Martin Billy Hamilton—Lockheed Martin Karen Reed—AT&T Annie Delgado —A Delgado Realty & Consulting Group Kim Lowry Bryant—Ellison Realty John Cervellera —Regions Bank Dr. Giesla Salas

Attendees at the 2009 Annual Meeting

First Avenue National Bank George Mangan Insurance Girl Scouts of West Central Florida Lockheed Martin Marion County Children’s Alliance Marion County Homeless Council Marion County Supervisor of Elections

Nationwide Insurance

Dr. Riadh Fakhoury—Fakhoury Chiropractic Clinic

Oswald, Trippe & Co.

Mary Sue Rich—City of Ocala

Oxylife Respiratory Service

John Dozier

Publix—Belleview Commons

Becky Cantrell—Gateway Bank

Progress Energy

Publix—Quail Meadow

2008 Loaned Executive

Shepherd’s Lighthouse

Regions Bank

Thomas Champ

Workforce Connection

Sumter Electric Cooperative

Ann Johnson—Lockheed Martin

United Way of Marion County

SunTrust Bank

Glen Lomax—Lomax Enterprises of Central Florida


Publix—Paddock Park

Palm Chevrolet

Bronze (50% employee participation, $50

Mateer & Harbert Law Firm Mercantile Bank Ocala Police Department Sheltering Arms


United Way of Marion County


Let your voice be heard. We encourage you to be an advocate for the causes and issues that matter most to you. Whether you choose to contact your local officials, talk to your friends, or simply wear a LIVE UNITED t-shirt, being vocal is a big part of being involved.

Community Impact Community Impact continued to be a focus throughout the year. United Way’s announcement in July, 2007 of a Community Impact agenda that focuses on homeless school age children sparked much community attention.  Throughout the year, committee members developed a strategic plan that will be used as a guiding tool for making a permanent change on the issue of homelessness in Marion County.  Sub-committees were then formed with volunteers ready to roll up their sleeves

and dive into creating results. As this collaborative work continues, the United Way will be committed to serving as a leader in community change.

Day of Action On June 20th, 2009, United Way of Marion County joined other United Ways across the country in the annual United Way Day of Action. This day is an opportunity for local United Ways to show what it means to LIVE UNITED. It presents an annual opportunity for the United Way system to declare its intention to improve lives in measurable and lasting ways by mobilizing thousands of people around a common goal: advancing the common good. This year, our United Way focused on our financial stability efforts recognizing the many challenges families and individuals are faced with in our economic times. Launching our Family Financial Fitness Day, close to 100 participants attended a free half-day workshop geared toward all ages to help families save money with smart tips and helpful workshops. Sessions for children ages five through 18 were provided by the Marion County Cooperative Extension and Consumer Credit Counseling Services.


2009 Day of Caring, Community Bank and Trust and Workforce Connection

VOLUNTEER. Volunteers are the backbone of any community initiative. We all have special

talents, things we can do to help. United Way understands the importance of volunteering and is committed to giving you the opportunity to get involved.

Day of Caring Since 1993, United Way has mobilized volunteers from workplaces, clubs and organizations for a single-day each year to carry out fix-up projects for community agencies around Marion County. Day of Caring offers area businesses, individuals, organizations and civic clubs the opportunity to help local non-profit human service agencies accomplish muchneeded projects during one day of organized volunteerism. Past projects include facility improvements, neighborhood cleanups, construction of new playgrounds and rehabilitation of housing for the elderly. During the 2009 Day of Caring, more than 650 volunteers completed 57 projects valued at $75,000. Nationally, 300 United Ways mobilized more than 200,000 volunteers in Day of Caring events at nearly 10,000 agencies.


Youth United Way member Virginia Liddell and her sister


This event not only gives volunteers a firsthand look at the real needs in our community, but it also demonstrates how United Way focuses resources to provide for important human care needs in our community by leveraging volunteers/ donated materials. United Way would also like to thank its 2009 Day of Caring sponsors: Publix Super Markets and Lockheed Martin.

Youth United Way Youth United Way is a program that provides a forum for local youth to develop leadership skills and demonstrate the importance of youth civic involvement as a key component of community change. The initiative allows for juniors and seniors in high school to serve as volunteers and leaders. They elect their own officers; participate in meetings and fundraisers and the United Way allocation process. They also have the opportunity to serve on the Campaign Cabinet as well as participate in Day of Caring, which coincides with the Global Youth Service Day. The youth serve as a volunteer group for United Way and the local community.


United Way of Marion County

2008 Financial Position For the 12-month period ending June 30, 2009

ASSETS Cash & Investments




United Way Endowment*


Pledges Receivable (less allowance for uncollectables)


Accounts Receivable & Other Assets














Land, Building, Equipment (net)





Beneficial Interests in Trusts





Total Assets

$ 5,394,013

$ 5,039,173

Accounts Payable




Accrued Payables





Contributor Choice Payable (Fall Campaign)





Total Liabilities









Board Designated





Temporarily Restricted (Campaigns)





Permanently Restricted





Total Net Assets

$ 5,129,855

$ 4,726,822



$ 5,039,173

LIABILITIES & NET ASSETS Liabilities 50,254

Net Assets Undesignated


Additional support and revenue generated from FEMA (Federal Emergency Food & Shelter Program), Energy Assistance Programs, Matching Funds, Volunteer Time, Gifts in Kind, special grants and Community Services total: $3,589,155 *Interest from the Endowment Fund is reinvested in community Based upon United Way’s audit for the fiscal years ending June 30, 2008 and June 30, 2009 as prepared by Crippen, Trice & Hornby, LLP. The audited financial statements and Form 990 are available for review at the United Way office.



Give. Advocate. Volunteer.

Live United


United Way of Marion County 1401 NE 2nd Street Ocala, FL 34470 RETURN SERVICE REQUESTED




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