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Investing for IMPACT

2014/2015 Annual Report

Mission Dear UWPC Supporter, This past year has been outstanding for community engagement through your United Way of Pasco County. We are currently celebrating 33 years of mobilizing community resources to have an impact on people and issues in our community. During that time, we have raised more than $32 million to support local solutions to our community's challenges here in Pasco County. Over the past twelve months we’ve taken steps to ensure that United Way of Pasco County is more committed to our community. Our volunteers and donors provided support to more than 1400 classrooms through our annual Stuff the Bus for Teachers Campaign. Our Prosperity Campaign volunteers prepared more than 8,000 tax returns free of charge and provided a financial impact of more than $13 million to our community and our 2-1-1 24/7 Information and Referral Helpline provided vital referrals to more than 28,000 callers. And that’s just the tip of the iceberg! It has been a wonderful year of service, partnership, and support for our community through your work with United Way of Pasco County. Thank you to all of our community volunteers and donors who stepped forward to make this year an incredible success. You have helped us to LIVE UNITED through stronger partnerships and greater engagement making our community all the more vibrant. Sincerely,

We improve peoples’ lives in Pasco County by identifying the most important health and human service needs, advocating and developing resources and partnerships to address those needs, and producing measurable results.

Vision To advance the common good of all residents of Pasco County.

United Way of Pasco County Staff Duggan Cooley, President/CEO

Stefanie Ambrosio Pontlitz, Vice President of Development

Connie Lucco, Director of Finance & Administration

Alice Delgardo, Vice President of Community Impact

Pam Elliott, Executive Assistant /Office Manager

Melinda Velez, Manager of Community Impact Initatives

2014-2015 Board of Directors Shahra Anderson Regional Director, Senator Bill Nelson’s Office

Shawn Foster Lobbyist, Sunrise Consulting Group

Angela Gardner, Chair Vice President & Business Banker, Wells Fargo Bank

Bill Humphrey Financial Accountant (Retired)

Jim Herring Regional Director, Publix Supermarkets

Dr. Steve Knobl Campus Director, Rasmussen College-Land O’Lakes Campus

Joe Marina, I. Past Chair District Manager, Withlacoochee River Electric Cooperative

Skip (George) Miller Sr. Vice President of Commercial Banking, SunTrust Bank

Matt Murphy Owner, Farrell Power

Kevin D. O’Farrell Asst. Dean of Instructional Services, Pasco Hernando State College

Summer Robertson District Director, Congressman Gus Bilirakis’ Office

Duggan Cooley President/CEO

Will Ragan Honorary Board Member, Retired Postmaster

George Romagnoli Community Development Manager, Pasco County Community Development

Julie Rockwell Financial Advisor, Raymond James Financial

Lisa Shippy-Gonzalez Owner, Havana Dreamers

Tina Shelton Realtor, Berkshire Hathaway Home Services

Dave Walker Vice President, Procter & Gamble Company (Retired)

Laura Violante, Treasurer Certified Public Accountant, Stone Parker CPAs

Day of Caring The United Way of Pasco County maintains an Information and Referral helpline to assist Pasco County residents with locating a wide variety of community agencies and services. The primary objective is to help residents understand what services may be available to assist them by providing high standards of service and quality referrals to organizations and programs that can fulfill their needs. Our 2-1-1 Information & Referral service is accredited through A.I.R.S (Alliance of Information and Referral Services), and features more than 400 agencies and 700 programs available for referral assistance.

Every year, United Way of Pasco County, Inc. organizes a Day of Caring. This event is an opportunity for employees of companies that support United Way to volunteer with one of the United Way funded partner agencies. This oneday event matches companies with agencies that need particular projects completed, like painting, landscaping, creating goodie bags, and more. The event took place in the October 2015 and featured approximately 120 volunteers at 15 projects around the county.

2-1-1 is a one-stop service that facilitates access to those who are not knowledgeable or familiar with community organizations that can assist with needs ranging from health, finance or crisis management to adult day care, after school programs, and more. Through expanded use of technology that started last year, users are able to access 2-1-1 through a variety of methods including: telephone from inside or outside of Pasco, texting, emailing and live chat with a 2-1-1 Specialist through the United Way of Pasco County website. With continual development and almost daily updates, 2-1-1 is the premier resource for nonemergency services and also partners with the Sheriff’s Office and County Emergency Management staff to provide essential information in times of widespread emergencies. In Calendar Year 2015, 28,753 contacts were made to our 2-1-1 system, most still by telephone. But 2-1-1 help for the the numbers of alternative contacts continue to increase  49% sought first time monthly and we see this as a valuable service to users  33% were unemployed that will grow with the use of smart phones and  27% were disabled  5% were retired technology in general continues to grow. 

33% had no health insurance

Connected to the Community


Like us on Facebook


Followers on Twitter


Number of board positions held by United Way of Pasco County Staff


Number of community organizations to which United Way of Pasco County Staff belong to

We believe every family… should be able to earn an adequate income to sustain their lives, regardless of the economic climate of the country.

We believe everyone…. deserves a quality education for success in life from the youngest members of our community to its most senior citizens. Despite weather challenges, the Pasco County community was stronger than ever and responded generously to United Way of Pasco County’s Stuff the Bus for Teachers! Among the 500 volunteers was Pasco County Schools Superintendent Kurt Browning, who asked shoppers at Zephyrhills Walmart to donate school supplies. “This year we had 1400 teachers request supplies,” County, it’s the highest teacher sign up since the annual Stuff the Bus event launched. We are proud to present every one of them with supplies to start their school year.” - Duggan Cooley, President/CEO, United Way of Pasco

July 31 – August 2, school supplies were collected at Publix and Walmart stores at 15 locations throughout the county and sorted them August 3-5, at Sunlake High School. An estimated $43,000 worth of supplies which include over $6,000 in cash donation and gift cards were donated by shoppers. Notably, 3M Corporation provided a generous donation of 864 boxes of bandages and 1800 individual post-it note pads to the event. The event would not be possible without the volunteer participation of the community. More than 500 volunteers signed up to collect supplies, unload buses, sort and pack 1,400 teacher boxes over the 6 day event. National surveys indicate that teachers spend more than $400 of their own money buying supplies as the school year begins. Stuff the Bus for Teachers is a way to show our teachers how much they are appreciated and provide a sort of care package to kick off their new year.

Stuff the Bus Sponsors Top of the Class Pasco County Schools Publix Supermarkets Walmart Bank of America Sunshine Health 3M Staywell 208 Monkeys, LLC Hits 106 Teacher’s Pet Rotary Club of Trinity Rotary Club of New Port Richey West Pasco Young Professionals Group Honor Roll Junior Service League Stone Parker CPA Air Hawk Heating & Cooling Community Service Council West Pasco Super Student Bricks 4 Kidz Law Office of Debora Diaz, PLLC Trinity Memorial Gardens

Prosperity Campaign Supporters IRS, VITA Grant AARP Foundation Tax-Aide Bank of America Career Source Duke Energy Exxon-Mobil Individual Donors Public Utilities Republic Bank Suncoast Credit Union SunTrust Bank Veterans Alternative Wells Fargo

In continuing efforts to improve the financial stability of Pasco County families, United Way of Pasco County operates an annual “Prosperity Campaign.” The campaign is overseen by a committee of community and business volunteers and drives advances in financial literacy and economic enhancements to Pasco’s low- to moderate-income wage earners. At the heart of the Prosperity Campaign is the Free Income Tax Return Preparation Program (Tax Program), which is operated by more than 100 dedicated volunteers. Through partnerships with the IRS VITA (Volunteer Income Tax Assistance) Program and the AARP Foundation’s Tax-Aide Program, United Way of Pasco County is able to host 10 different tax sites throughout the county that operate from late January through April 15. In 2013 alone, we estimate that the program, which filed more than 8,000 returns, saved Pasco residents

about $800,000 in filing fees! In addition, the tax program volunteers work hard to ensure that the Earned Income Tax Credit is fully utilized for workers who qualify. EITC estimates that one in five workers does not claim that refund and the money gets left on the table. Last year, almost $2 million in EITC dollars was returned to those who utilized the free tax service and the total refunds to Pasco residents were nearly $10 million! The second part of the Prosperity Campaign focuses on increasing financial awareness among taxpayers. Working with partnering financial institutions, the Campaign prepared and distributed about 2,500 packets with information on budgeting, the importance of using a mainstream bank or credit union over alternative providers, credit repair, and more. Additionally, our special financial partners have agreed to work with taxpayers to ensure they have an account, so even those with past banking challenges can open accounts with our Prosperity Campaign. Through these combined efforts, UWPC hopes to encourage savings and responsible spending of tax refunds.

Emergency Food and Shelter We invite the community to connect with volunteer needs in Pasco County! Go to and click on volunteer.

Every year, funds to address special emergency needs in our community are distributed through FEMA’s Emergency Food and Shelter Program by a local volunteer board, and United Way of Pasco serves as the lead agency in distributing these funds. This program focuses on economic emergency needs rather than disaster-related emergencies, and it supplements feeding and sheltering efforts in ways that make a difference for our citizens. In 2014, Pasco County was given $56,454 for Phase 31. The local Emergency Food and Shelter Board is responsible for allocating the funds through a competitive application process, which awarded the funds to 16 community agencies. The United Way of Pasco County handles all administrative work for the program, serving as liaison to the national board, verifying reporting and ensuring proper accountability of funds.

You can search and discover volunteer needs across Pasco County. Some great features that Get Connected offers:  Discover advocacy opportunities  Join a volunteer project  View wish lists, in-kind donation needs  Help at Community Events  Personalize your own volunteer profile!

501c3 agencies with needs in Pasco County can sign up their organization on Get Connected. Visit and click on Volunteer. For more details, please call 727-835-2028.


Focus Areas

2014-2015 Partner Agencies American Red Cross: prevents and alleviates human suffering in the face of emergencies by mobilizing the power of volunteers and the generosity of donors.

Bay Area Legal Services: To provide the highest quality legal counsel by assisting individuals and Deaf & Hard of Hearing Services of FL: To provide the highest quality of services and non profit groups with limited access to legal services; resolving the legal problems of their clients; and programs to promote empowerment, equal access, education, independence, and integrity to the deaf, hard of hearing and speech impaired. preserving the independence, hope, and dignity of those they serve.

BayCare Behavioral Healthcare: To improve the health of all they serve through community-

Girl Scouts (West Central FL): To build girls of courage, confidence, and character, who

owned health care services that set the standard for high-quality, compassionate care.

make the world a better place.

Big Brothers Big Sisters: To help children reach their potential through professionally supported,

Good Samaritan Health Clinic of Pasco: A volunteer-driven, non-profit organization that

on-to-one relationships with measureable impact.

provides quality, non-emergency medical and dental services free-of-charge to eligible residents of Pasco County.

Boys & Girls Clubs: To enable all young people, especially those who need us most, to reach their full potential as productive, caring, responsible citizens.

Boy Scouts (Gulf Ridge): To serve others by helping to instill values in young people and to prepare them to make ethical choices during their lifetime in achieving their full potential.

Boy Scouts (West Central FL): Preparing youth of West Pasco to become responsible, participating citizens and leaders who are guided by the Scout Oath and Law.

HPH Hospice: To provide the highest quality medical, social and spiritual care and comfort to those who are nearing the close of their lives; and to support and sustain their families and those who grieve. To that end, they are committed to serving and honoring each person’s dignity, selfrespect and individuality.

Lighthouse for the Visually Impaired & Blind: To provide persons who are visually impaired and blind with the skills needed to achieve their maximum independence.

Suncoast Epilepsy Association: To assist people affected by epilepsy through a variety of community based services, striving to reduce barriers and providing the opportunity for clients to attain their maximum potential.

CARES-Community Aging & Retirement Services: To promote the quality of life and

Suncoast YMCA: To put Christian principles into practice through programs that build

independence for adults through health, social and supportive services.

healthy spirit, mind, and body for all.

Catholic Charities: To serve with charity and compassion to promote the sanctity and dignity of all

Sunrise of Pasco County: To be a catalyst for change through a commitment to

people with God.

ending domestic and sexual violence by providing prevention and intervention services.

Center for Independence: To promote informed choices and opportunities for individuals and

Tampa Bay YMCA, East Pasco: To put Judeo-Christian principles into practice

families to reach independence in their lives and communities through advocacy services and supports. through programs that build healthy spirit, mind and body for all

Connections Job Development: Designed to enhance a person’s job seeking skills by assisting

Youth & Family Alternatives: Committed to working in a collaborative partnership

them in the management of their job search, and to enable their connection with area employers

with families and communities to establish and maintain a nurturing environment for children.

Community Partnership & Development Committee (CPD)

2014-2015 Charitable Partner Agencies Total Allocations

Agency Name American Red Cross Bay Area Legal Services BayCare Behavioral Healthcare Big Brothers Big Sisters Boys & Girls Club of Tampa Bay Catholic Charities Community Aging & Retirement Services (CARES) Connections Job Development Corporation Deaf and Hard of Hearing Services of Florida, Inc. East Pasco YMCA Girl Scouts of West Central Florida Good Samaritan Health Clinic of Pasco, Inc. Gulf Ridge Council, Boy Scouts of America HPH Hospice Lighthouse for the Visually Impaired and Blind Suncoast Epilepsy Association, Inc. Sunrise of Pasco County, Inc. The Arc Nature Coast West Central Florida Council, Boys Scouts of America YMCA of the Suncoast, James P. Gills Family Branch Youth and Family Alternatives, Inc. Employment of Persons with Disabilities

$20,000 $15,000 $20,000 $45,000 $60,000 $80,960 $60,000 $32,500 $35,000 $32,000 $25,965 $41,625 $15,000 $30,000 $35,000 $20,000 $39,450 $52,500 $23,000 $2,000 $42,000 $28,000 $750,000


Membership Dues and Service Charges United Way of Pasco County does not charge membership dues to its partner agencies, nor does it collect any form of service or fundraising charges.

A board-chartered committee, the CPD is an excellent example of caring individuals working together to make life better for people in Pasco County. Business and community leaders work to provide strategic priorities for funding, and more than 40 volunteers serve as grant application reviewers. This group is instrumental in determining where United Way funds are best used, and fulfilling the important United Way role of accountability. These local volunteer committee members represent the thousands of donors who know “what matters” and give through the Untied Way. The needs in our community are evaluated, and priorities for human service programs are established. Funded agencies are visited and outcomes are regularly reviewed to assure that the funds given through United Way are being used in the best possible way to improve the lives of Pasco residents. Funding considerations are difficult and this committee takes its role very seriously. Only after careful consideration are the funding recommendations made for each agency. United Way of Pasco is also a fiscal agent for county tax dollars designated to health and human services organizations. Any non-profit agency that serves Pasco residents can apply for these dollars. The CPD follows the same stringent rules and regulations allocating these “Outside Agency” dollars as they do the allocations for the United Way Partner Agencies.

2014-2015 Campaign The 2014-2015 Campaign raised $1,559,641 Our goal for the 2015-2016 campaign is $1,720,000

Top 10 Campaigns (Employee & Corporate Contributions) Publix Supermarkets Mosaic IMC Phosphates Company Pasco County District School Board Withlacoochee River Electric Corp. Ferman Automotive Group Combined Federal Campaign Wells Fargo Bank Macy’s Department Stores Target SunTrust Bank

2015 Thank-a-Thon! This year marked the 4th Annual United Way of Pasco Thank-A-Thon. A week long event focused on giving praise to the organization’s donors, community supporters, and partner agencies for a successful campaign year. Supporters raised more than $1.5 million dollars for the United Way of Pasco County’s 2014 goal. During the Thank-A-Thon, which spanned from June 22-26, there were several events that took place. The schedule was as follows: Monday, June 22 Staff and board members of the United Way of Pasco County reached out to more than 1000 randomly selected individual donors by phone and email to personally express their gratitude. Tuesday, June 25 The United Way of Pasco County hosted their Inaugural ALICE Summit and Summit Awards. Wednesday, June 26 The United Way of Pasco County delivered buckets of candy to 45 randomly selected corporations and local businesses that have supported the United Way’s campaign. Thursday, June 27 The United Way of Pasco County hosted a Thank You Breakfast to honor their agency partners. Thanking them for the programs they implement within the community and the hard work and dedication they provided in support of the United Way and each other. Friday, June 28 Teaming up with Leadership Giving Donor Company, Target, UWPC launched the 2015-16 Campaign theme, #1more. Using photos and videos with local donors to create media and social buzz centered around giving and thanking.

Spirit of Impact Awards


Spirit of Community Award Boys & Girls Club - New Port Richey

A Celebration of Impact

Presented to a non profit or service organization that demonstrated an outstanding commitment to volunteerism or fundraising on behalf of the United Way of Pasco County.

Corporate Spirit Award – Small Division Belk Department Store

Presented to a business with 100 or less employees in Pasco County, demonstrating outstanding commitment through financial support and volunteerism and encouraging and motivating others to take on philanthropic leadership roles in the community through United Way of Pasco.

Corporate Spirit Award – Large Division Publix Supermarkets

Presented to a business with more than 100 employees in Pasco County, demonstrating outstanding commitment through financial support and volunteerism and encouraging and motivating others to take on philanthropic leadership roles in the community through United Way of Pasco.

Join the United Way of Pasco County as they present $1.5 MILLION dollars in funding to local charities and present the inaugural Spirit of Impact Awards to local donors who helped make the funding possible.

Founding Spirit Award Withlacoochee River Electric Cooperative

is presented to business that has supported United Way of Pasco County for more than 15 years and has spent at least the last 5 years as a Top 20 donor.

Spirit of Pasco Award Ferman Automotive Group

Presented to a business that has demonstrated an outstanding commitment to volunteerism or fundraising on behalf of the United Way of Pasco County.


Thursday, January 29th 8:00-8:30 am: Coffee & Conversation 8:30 am: Program begins

WHERE: Pasco Hernando State College – PORTER CAMPUS 2727 Mansfield Blvd., Wesley Chapel, FL 33543 Conference Center RSVP:

United Way of Pasco County 727-835-2020 There is no cost to attend this event.

Asset Limited, Income Constrained, Employed (ALICE) Asset Limited, Income Constrained, Employed Hard working, but falling short Hard-working tax payers who essential to our community’s success Households struggling to survive, yet dreaming of thriving Poverty (3 people): $19,090 ALICE HH under 65 years old: $40,000 - $50,000 ALICE HH over 65 years old: $25,000-30,000 Approx. 33% of Pasco County Residents are ALICE Report to come out 4th quarter with full details Partnership between all 32 Florida UWs ALICE is‌. NOT a problem NOT a discussion about poverty NOT a program NOT a solution NOT a fight to raise the minimum wage ALICE is a new lens through which we can view our community. What is UWPCs role? To bring the right people to the table to have the discussions on how to help ALICE population. Bring the issue to light, and help garner the resources to assist.


Million Dollar Impact Through

Prosperity Campaign

$985,000 in

Grants Provided

$50,574 Emergency Assistance Provided

1,400 Teachers provided with classroom supplies through

Stuff the Bus

$1 Donated = $7 in Community Impact 1 Community Residents helped in Pasco County Uniting for Impact

2015 annual report1  
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