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2009 Annual Report

Valley United Way 3 Corporate Drive, Suite 501 Shelton, CT 06484 (203) 926-9478 www.valleyunitedway.org


Corporate Volunteer Council HARVEST HOUSE III

Success

Built with 100,000 boxes and cans of food Feeding Valley people in need


Chair/President’s Report

Michael S. Marcinek Board Chair Managing Partner, Fletcher Thompson

Jack Walsh President & C.O.O. Valley United Way

Jack Walsh & Mike Marcinek enjoying the Annual Meeting

LIVE UNITED 

It’s a great pleasure to present the forty-second Annual Report for Valley United Way highlighting a year full of challenges, change and continued community leadership in the face of some of the most difficult economic times that we have seen in decades. Even in challenging times, Valley United Way has managed to improve the lives of people in our community through philanthropy, volunteerism and collaboration. Since our last report, United Way of America has become United Way Worldwide. This historic step which recognizes the global reach of United Way and the growing importance of philanthropy worldwide does not change the basic mission of Valley United Way to service our immediate Community. The saying “Think globally, act locally” is our guideline, and we never forget our core constitutency. As we write this, we are still receiving reports on the Annual Community Campaign so ably chaired by Fred Ortoli this year. Our campaign reflects the difficulty in the economy, but shows that even in trying times, people recognize the need to give something back to those in greater need. We are indebted to Fred, his cabinet, all of the campaign volunteers and especially the donors who continue to make this the largest annual community fund raising effort in the Valley. The dollars raised in campaign are now funneled back to the community through our traditional allocations process which funds the essential community based programs offered through our partner agencies. Statistics continue to show that one in three people in the Valley benefit from the services offered by those agencies. Additional funds based on donor designations flow back to the community through our Special Needs Grants program. Peter Galla and his team of volunteers have done a superb job in analyzing requests and making recommendations to the Board of Directors for approval. In the last few years the allocations process has been streamlined to become a virtually paper-free on-line process that is more efficient and easier to use than the old paper based systems. Another aspect of philanthropy is action based volunteerism, and no one does that better than Valley United Way. Our Volunteer Center never closes thanks to our online volunteer matching service, Volunteer Solutions. However, the real strength of our volunteerism comes through our Corporate Volunteer Council. This unique collaborative of area businesses does it all from building houses made of food to clothing children for back to school. It’s a national model for bringing people together to work on issues important to the local community. Though their efforts are not reflected in our financial reports, their impact has been enormous as you can see in this report. Leadership is very important at Valley United Way, and you see it reflected in our Youth Leadership Program which is completing its 20th year in training the next generation of volunteer community leaders. We also had another great year with Leadership Greater Valley which is a unique program offered by United Way, the Valley Council for Health & Human Services and the Greater Valley Chamber of Commerce. Graduates of this program sit on boards of directors all across the Valley. We continued to work with our partners on the Council, its Early Childhood Committee, the Graustein Memorial Fund and other Valley funders to advance early childhood issues and to ensure that every child arrives at school with the tools to be successful. As you look through the pages of this report, you will see the faces and stories of ordinary people who work together to generate extraordinary results that really do make a difference in our Valley. The challenges will always be there, but it’s gratifying to know that there are so many willing to work together to meet those challenges. 1


Members of the Corporation (terms to expire 2010)

Joseph Andreana Karen Arnold* Judith Augusta Joyce Barcley Susan Nofi-Bendici* Edward G. Brickett Trish Bruder Richard Bshara William F. Bubbico Jennifer Bull Adrienne Cabral Dotty Cacchillo Sergio Carreno* Robert Casagrande Patrick Charmel Maureen Coffey James E. Cohen Marilyn Cormack Virginia C. Costigan Allan J. Cribbins Joseph Crisco Sam Crocker* Daniel Debicella Charlene DeFilippo John DeGray Sue DeLeon* James DellaVolpe Edward DeMarseilles Gregory DeStefano Harry DiAdamo Joshua M. Dickinson Angelo Dirienzo Laura J. Donahue Julius I. Douglas Martha Dulla William Dunlop Eleanor M. Duplese Frederick J. Elmy Lynne A. Farrell Richard Feher* Alfred G. Felice Jr. Daniel Fitzgerald Jo-Lynn Flaherty Thomas A. Gabianelli Peter Galla* James E. Geissler

Linda M. Gentile Peter Ghione Dennis Gleason* Steve Glick* David M. Grant Thomas Greene Sheri Grier* Deborah Grisgraber* Kenneth Haddad* Karen Hoffman* M. Elizabeth Kennard Richard Knoll Constance Koch Robert J. Koskelowski Kenneth Kreiger Mark A. Lauretti Debbie Lewis Joseph D. LoPresti Ernestine Luise David Marchitto* Michael S. Marcinek Mary Anne Mascolo Brian McCoy Carol Merlone Edward W. Miller Jr. Lynn Miller William M. Miller William M. Miller Jr. Sue Millican Yuk Ping Ng Cheryl F. Nickerson H. Tom Nickse William C. Nimons Deborah Noack Robert Novak Fred Ortoli Frank Osak Joseph Pagliaro Jr. Ruth Parkins William C. Partington Al Patuzzi* Mary Pepe Lynne Perry William Powanda Calvin K. Price Melissa Pucci

William Purcell Patricia Reynolds* Arthur C. Rider David M. Rifkin MaryAnn Drayton-Rogers Richard Rosen Barbara Rosner* Eileen Ryan George J. Ryan James E. Ryan Katey E. Ryan Megan M. Ryan Shelly Saczynski Norman K. Santa Kenneth Schaible Kenneth Schwartz Sam Sciacca Robert D. Scinto Elsie Scott John Scott* Brian Sexton Poonam Sharna* Janice A. Sheehy John Slovak Maria A. Smith Ramon Sous Karen Spargo Gregory Stamos Charles M. Stankye, Jr. Diane Stroman Cheryl Tedesco* Dominick J. Thomas Larry Thomas Robert C. VanEgghen Christopher Venice Ronald Villani Ann C. Walsh Thomas J. Welch Philip White Eric Wilkins Michael Wynne *2009 Agency Representatives to the Corporation

Bing Miller

Chuck Stanyke, Jr.

Bob VanEgghen

Janice Sheehy

Rob Casagrande

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Melissa Pucci

Adrienne Cabral & Ruth Parkins

LIVE UNITED


Give. Advocate. Volunteer Board of Directors Officers Michael S. Marcinek* Chair Fletcher Thompson David M. Grant* Vice-Chair David M. Grant Caterer’s William C. Nimons* Treasurer Naugatuck Valley Savings & Loan Melissa Pucci* Secretary Yale Divinity School

Other Members Jean Axtell Energizer Personal Care William F. Bubbico Pitney Bowes Jennifer Bull Dworken, Hillman, LaMorte & Sterczala, P.C. Adrienne Cabral Iroquois Gas Transmission System, L.P. Robert Casagrande Gexpro John DeGray Kerite-Marmon Utility Gregory P. DeStefano Konowitz, Kahn & Company, P.C. Peter Galla* Naugatuck Savings Bank Johanne Henderson BIC Corporation

Eileen Lopez-Cordone The United Illuminating Company Joseph D. LoPresti Barnum Financial, An office of MetLife

Lynn Miller Yuk Ping Ng** Pitney Bowes Cheryl F. Nickerson People’s United Bank Fred Ortoli* Fred Ortoli Photography Joseph Pagliaro Jr. Edward F. Adzima & Riverview Funeral Homes William C. Partington Naugatuck Valley Savings & Loan William Purcell Greater Valley Chamber of Commerce Janice Sheehy Webster Bank Dominick J. Thomas Cohen & Thomas Robert VanEgghen PerkinElmer Ronald Villani* University of New Haven Philip White Better Packages, Inc. *Executive Committee **Resigned

Valley United Way Staff John J. Walsh President & COO jack.walsh@ valleyunitedway.org 203 926-9478 ext. 304 Laurel Vicidomino Director of Resource Development laurel.vicidomino@ valleyunitedway.org 203 926-9478 ext. 303 Patricia Tarasovic Volunteer Center Director patricia.tarasovic@ valleyunitedway.org 203 926-9478 ext. 307 Nancy Roshka Accounting & Information Systems Coordinator nancy.roshka@ valleyunitedway.org 203 926-9478 ext. 302 Carol Anzidei Administrative Assistant carol.anzidei@ valleyunitedway.org 203 926-9478 ext. 308

2009-2010 Campaign Underwriters Each year, businesses help to underwrite the costs associated with the campaign. We appreciate their support and want to thank the following: Coordinated Transportation Solutions, Inc. Dworken, Hillman, LaMorte & Sterczala, P.C. Falcioni Painting Co. Fletcher Thompson Fred Ortoli Photography Gexpro Inform Printing Iroquois Gas Transmission System, L.P. Kerite-Marmon Utility Edward F. Adzima & Riverview Funeral Homes Venman & Company, LLC The W.E. Bassett Company Webster Bank

Valley United Way Staff Laurel Vicidomino, Nancy Roshka, John J. Walsh, Patricia Tarasovic, Carol Anzidei

Valley United Way would like to thank our three summer interns for 2009. Elizabeth “Liz” Alesevich, a senior at Philadelphia University, Kira Brantley, a senior at Bryant University, and Parvati Vaish, a freshman at Babson College and Past President of our Youth Leadership Program. The focus of their internship was writing feature stories and producing videos of our partner agencies, giving the Valley community an up close and personal glimpse of the services they provide.

LIVE UNITED 

Special thanks to our energetic volunteer, Joyce Saltes. She has provided Valley United Way with hundreds of hours over the past 5 years. Her beautiful smile lights up our office and we sincerely appreciate her dedication!!!

Valley United Way’s Loaned Executive for 2009-2010 campaign was Gail Catlin. She is a former Marketing Coordinator and Public Access Director of Tele-Media and presently a Senior Community Counselor with Au Pair in America. Gail assisted United Way with fundraising activities by making campaign solicitation calls, writing appeal letters and updating campaign contact lists, and developed new resources by educating non-participating companies on United Way. The Loaned Executive program is funded by a grant from Webster Bank. 3


Dominick J. Thomas Jr. Honored as 40th Charles H. Flynn Humanitarian In recognition of “outstanding volunteer leadership” in the Lower Naugatuck Valley

Prominent Valley lawyer Dominick J. Thomas Jr., has been named as the 2010 winner of the Charles H. Flynn Humanitarian award for a life time of community involvement and achievement. A Derby native, he is an attorney/owner at the law firm of Cohen & Thomas in Derby where he has practiced since 1977. Dominick has an incredible record of volunteer leadership in the Valley and beyond. He has been a member of the Lower Naugatuck Valley Boys & Girls Club for 30 years and is a past president of the club. He has also been a member of the Birmingham Group Health Services for 27 years and has served as their General Counsel. He has a long standing relationship with the Valley Association of Retarded Children and Adults (VARCA), and served on their board for 17 years. He is currently a member of the Board of Directors at Valley United Way and has served on the campaign cabinet for the Annual Community Fund Campaign effort. His involvements have also included service on the Board of Trustees for the Archdiocese of Hartford Catholic Charities/Catholic Family Services. From 2001-2005 he was a member of the Katharine Matthies Foundation Advisory Committee. He is also a member of the Valley Advisory Committee of the Community Foundation for Greater New Haven. Not only has Dominick been involved with local nonprofits, he has also been involved with civic government in twice serving as a member of the Oxford Charter Commission. He was also the Town Counsel in Oxford on three separate occasions. He currently is a member of the Town of Woodbridge Board of Ethics. His professional involvements include the Valley Bar Association where he is a Past President, the Connecticut Bar Association, the American Bar Association, the Connecticut Trial Lawyers Association and the American Association for Justice. This is not the first time that Dominick has been recognized for his work in the community. In 1991, The Greater Valley Chamber of Commerce presented him with the Gold Seal Award and in 2005 the Connecticut Bar Association presented him with a Distinguished Volunteer Service Award. In 2006 the Boys & Girls Club presented him with the Raymond P. Lavietes Award. Dominick is a graduate of the College of Holy Cross, and received his law degree from the University of Virginia. He is also an Honor Graduate of the United States Army Judge Advocate General Schools. He served as a Lieutenant in the U. S. Air Force Office of Special Investigations and a Captain with the U.S. Army Judge Advocate Corps. He is married to Sally M. Thomas and has three children, Christopher, Gregory and Scott and five grandchildren. Jack Walsh, President and C.O.O. at Valley United Way said, “Dominick has been an incredibly dedicated volunteer leader in the Valley ever since he returned from military service. He has been very generous with his time and expertise, and the community is a much better place because of his contributions”.

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The award is named for the late Mr. Flynn, who, at the time of his death, was editor of The Evening Sentinel, a daily newspaper that was the main source of community information in the Lower Naugatuck Valley. Mr. Flynn had also been one of the founders of the Valley United Fund. He had been president of the Ansonia Community Chest. In 1968, he led that organization into a merger with the Derby-Shelton Community Chest and the Seymour United Fund which resulted in the formation of what is now known as the Valley United Way. Charles H. Flynn

Past Recipients 2009 — Fred Ortoli 2008 — Jack Ribas 2007 — Diane Stroman 2006 — William C. Nimons 2005 — David M. Rifkin 2004 — Janice Sheehy 2003 — Kenneth E. Schaible 2002 — Joseph A. Pagliaro, Sr. 2001 — Norman Santa 2000 — William C. Bassett 1999 — William D. Coffey 1998 — William M. Miller 1997 — Julius I. Douglas 1996 — Mary L. Pepe 1995 — Madeleine Sobin 1994 — John F. Costigan 1993 — Raymond P. Lavietes 1992 — John W. Gatison, Jr. 1991 — Doris L. and G. Bush Clark 1990 — G. Jeffrey Reynolds

1989 — Bartholomew J. Hennessey 1988 — Rev. Francis M. McKenna 1987 — Edward Cowey 1986 — Frank Casalveri 1985 — George Berman 1984 — Helen T. Ragusa 1983 — Richard L. Schuster 1982 — Edmund P. Strang 1981 — Anna L. LoPresti 1980 — Joseph A. Doyle 1979 — Edward W. Miller 1978 — Franklin S. Harris 1977 — Margaret C. Belden 1976 — Audrey E. Heusser 1975 — Irene G. Smith 1974 — Edward J. Cotter, Jr. 1973 — Donald W. Mark 1972 — L. Raymond Darling 1971 — Alice Russ Cochran

Humanitarian Award Committee William C. Nimons, Naugatuck Valley Savings & Loan Fred Ortoli, Fred Ortoli Photography Jack Ribas, Boys & Girls Club of the LNV Janice Sheehy, Webster Bank Diane Stroman, TEAM, Inc.

LIVE UNITED


Campaign Chair’s Message Campaign Cabinet Joseph Andreana CT Alliance of Boys and Girls Clubs Lisa Bisson Griffin Health Services John DeGray Kerite-Marmon Utility Sheri Grier Bob Grier Photography Michael S. Marcinek Fletcher Thompson William Miller Miller Investment

Fred Ortoli Fred Ortoli Photography Joseph Pagliaro, Jr. Edward F. Adzima & Riverview Funeral Homes William Purcell Greater Valley Chamber of Commerce Janice Sheehy Webster Bank Ronald Villani University of New Haven Fred Ortoli

Dave Grant passes the chairmanship to Fred Ortoli

Fred addresses the Kick-off attendees

‘We invite you to be part of the change. Together we can mobilize the caring power of our community to measurably improve the lives of tomorrow. JOIN HANDS. OPEN YOUR HEART. LEND YOUR MUSCLE. FIND YOUR VOICE.’ Words to live by, courtesy of the United Way of America. It has been a great honor to be the 2009-2010 Valley United Way Campaign Chair. We can all be part of a change to improve our community if we join forces. Difficult economic times have increased the number of community members who are seeking assistance from our partner agencies. This makes it very important for those who can financially help to do so now. And even as our 2009-2010 campaign comes to a close during these turbulent times, there are many accomplishments to be celebrated. • Griffin Hospital invited us to share in their ‘100 Years of Service Celebration’ by hosting a fantastic Kick-off at their new Center for Cancer Care. In addition, they had an extremely successful workplace campaign increasing donations 26% over last year!! • Energizer Personal Care and BIC Corporation had the two highest campaign results for this year’s community campaign. • Over $127,000 in new campaign dollars has been raised through some very successful campaigns including BlumShapiro, Shelton Schools and Basement Systems, Inc. • Other top contributors include long-time supporters The W.E. Bassett Company and Iroquois Gas Transmission Systems, L.P. • Generous corporate donations from Barnum Financial Group, An office of MetLife, Kerite-Marmon Utility and Fletcher Thompson. • Over 50 businesses, municipalities, schools and nonprofit organizations ran workplace campaigns including newcomer Human-Resource Consulting Group. I would also like to recognize the help we received from fourteen corporate sponsors including Falcioni Painting, Dworken, Hillman, LaMorte & Sterczala, Edward F. Adzima & Riverview Funeral Homes and Webster Bank who underwrote $1000 each in campaign expenses. My sincere thanks to the twenty-six members of the Board of Directors, all of whom participated in our campaign and contributed pledges totaling $35,482 a 8% increase over last year! Finally, I also want to recognize and thank the members of the 20092010 Campaign Cabinet, Jack Walsh, Laurel Vicidomino and the entire Valley United Way staff for their dedication and hard work. As I complete my role as Campaign Chair I would like to express my thanks to everyone who participated in the 2009-10 campaign as well as wish our new chair the best of luck. I am sure he will ‘mobilize the caring power of the community to improve the lives of tomorrow.’

The Ortoli Family

LIVE UNITED 

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Leadership Giving Tocqueville Society

Captain’s Circle*

United Way of America established this prestigious society as a national leadership recognition program to recognize individual donors who contribute $10,000 or more to their local United Way.

Annual gifts of $1,000-$2,499 Joseph & Patricia Andreana Karla Austen William H. Bassett Bertha Belden Raymond Bjorkman William Bubbico Jennifer Bull Michael Castell Patrick Charmel William Chiarelli Barbara Clifford Edward J. Cooke Marilyn Cormack Virginia Costigan Allan & Anne Cribbins John L. Crouse John Daniell Mildred M. Davey John DeGray Patricia Desautels Greg DeStefano Daniel Dittmar Alida Dodd Frederick J. Elmy Craig Finney Robert Fiscus Chris Gallo Traci Gentry Dennis J. Gleason Mark Goumas David & Gail Grant Salvatore J. Graziano James E. Haswell Dwayne Hoffman Lawrence M. Janesky Ellen Kritemeyer Martin Liciaga, Jr. MaryAnne Mascolo Ned Miller William M. Miller, Jr. Michele Montique Joseph & Julie Morelli Michael Niedermeier William Nimons Deborah Noack Lynne Perry The Walter Pirog Family Ruth Parkins Jack Ribas Paul Russo George & Bea Ryan Lynn Saylor Charles Slife Thomas Sutnik & Lynn Miller Nicholas & Patricia Tarasovic Dominick J. Thomas, Jr. Judith Turiano Anthony Vallillo Carl Vensel Joe & Laurel Vicidomino Phil White David R. Wiemer

William C. & Judy Bassett Ernestine & Nick Luise Norman & Janet Santa Kenneth Schaible Ron & Peggy Villani The Raymond P. Lavietes Foundation

Sitting: Judy Bassett, Janet Santa, Norm Santa, Ernie Luise, Peggy Villani Standing: Bing Miller, Bill Bassett, Nick Luise, Ron Villani Missing from photo: Ken Schaible

The Commodore Isaac Hull Society Valley United Way’s leadership-giving program, The Commodore Isaac Hull Society, recognizes those caring individuals who commit themselves to providing substantial support to our United Way. Members of the Hull Society are caring and sharing people who lead by example in the community by ensuring that needed human and social services continue to be made available to all citizens of the Lower Naugatuck Valley. These are the people who are in the forefront of the struggle to provide a better way of life to every age and generation.

2009-2010 Commodore Isaac Hull Society Members: (This list is accurate as of 3/29/2010)

Admiral’s Circle Annual gifts of $5,000-$9,999 Pennell Hamilton Edward J. Holm

Commodore’s Circle Annual gifts of $2,500-$4,999 Raymond & Janet Blanchette Robert J. Casagrande Lauren Casalveri Paul Diehl John Gerber Bernard J. Lavin Michael S. Marcinek Richard L. Matthies Francis H. Michaud, Jr. Joseph Pagliaro, Jr. Jack Walsh

**This level has anonymous donors

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The following companies have one or more leadership givers in the Commodore Isaac Hull Society: Aetna Basement Systems, Inc. Better Packages BIC Corporation Birmingham Group Blanchette Sporting Goods BlumShapiro Boy Scouts of America – Housatonic Council Boys & Girls Club of the LNV Cohen & Thomas Duchess Family Restaurant Dworken, Hillman, LaMorte, & Sterczala, P.C. Energizer Personal Care Fletcher Thompson General Electric Gexpro Griffin Hospital Health Net of the Northeast Iroquois Gas Transmission System, L.P. Kerite-Marmon Utility Konowitz, Kahn, & Co., PC Michaud & Accavallo, CPAs, LLC Miller Investment Naugatuck Valley Savings & Loan Ned Miller Associates, Inc. People’s United Bank Pitney Bowes Prudential Annuities Seymour Public Schools Shelton Public Schools Sikorsky Aircraft The W.E. Bassett Company United Illuminating Company United Parcel Service-East New England Valley United Way Vishay Americas Webster Bank

Jennifer Bull Joe LoPresti Charlie Sullivan Tom Sutnik Carl Vensel

LIVE UNITED


Campaign Awards Special Awards 2009-2010 Campaign

Employee Giving Awards

CVC Corporate Citizen of the Year BIC Corporation Campaign Growth Award Shelton Public Schools CEO Leadership Award Jay Holm Iroquois Gas Transmission System, L.P. Chairman’s Award Michael S. Marcinek Most Creative Campaign Basement Systems, Inc. Living United Award Energizer Personal Care

Gold

Gold

Gold

(Employee per capita giving of $125 or more) American Red Cross BIC Corporation BlumShapiro Boys Scouts of AmericaHousatonic Council Dworken, Hillman, LaMorte & Sterczala, P.C. Energizer Personal Care Iroquois Gas Transmission System, L.P. Valley United Way The W.E. Bassett Company

(Employee participation of 75% or more) American Red Cross Energizer Personal Care Valley United Way

(Corporate per capita gifts of $75 or more per employee) BIC Corporation CG Automation Systems USA Inc. Charles Dickgiesser Company David M. Grant Caterer’s Earthworks Excavating, Inc. Energizer Personal Care Iroquois Gas Transmission System, L.P. Linsco Private Ledger Ned Miller Associates, Inc. The United Illuminating Company The W.E. Bassett Company

Top Dollars Raised Campaigns Combined Corporate and Employee Giving of $10,000 or more (as of 3/26/10) Basement Systems, Inc. BIC Corporation BlumShapiro Energizer Personal Care Fletcher Thompson General Electric Gexpro Griffin Hospital Health Net of the Northeast Iroquois Gas Transmission System, L.P. Kerite-Marmon Utility People’s United Bank Shelton Public Schools Sikorsky Aircraft The W.E. Bassett Company United Parcel Service – East New England Webster Bank

(Listing accurate as of 3/26/10)

Silver (Employee per capita giving of $75 - $124.99) Basement Systems, Inc. Fletcher Thompson Greater Valley Chamber of Commerce Vishay Americas

Bronze (Employee per capita giving of $50 - $74.99) Catholic Charities Derby Day Care Center United Parcel Service- East New England

Employee Participation Awards (listing accurate as of 3/26/10)

Silver (Employee participation of 50%-74%) BIC Corporation Birmingham Group BlumShapiro Boy Scouts of America – Housatonic Council Catholic Charities Derby Day Care Center Dworken, Hillman, LaMorte & Sterczala, P.C. Greater Valley Chamber of Commerce Iroquois Gas Transmission System, L.P. Julia Day Nursery United Parcel Service Venman & Company, LLC Vishay Americas

Corporate Giving Awards (listing accurate as of 3/26/2010)

Bronze (Corporate per capita gifts of $40$59.99 per employee) APS Insurance Agency Inc. Barnum Financial Group, An office of MetLife

Fletcher Thompson Industrial Wood Products Co., Inc. Kerite-Marmon Utility Venman & Company, LLC

Bronze (Employee participation of 25%-49%) Basement Systems, Inc. Curtiss Ryan Honda Derby Public Schools Fletcher Thompson Griffin Hospital LNV Parent Child Resource Center People’s United Bank Shelton Public Schools SONCCA Stop & Shop Companies TEAM, Inc. The W.E. Bassett Company

TEAM’s Diane Stroman gets into the ‘GROOVE’ at the 70’s Night

Larry Janesky of Basement Systems, Inc.

BlumShapiro’s Ice Cream Social

LIVE UNITED 

Iroquois Gas Campaign Team & Executives

City of Shelton employees support Valley United Way

Seymour School Teachers Karen Wilczewski, Judy Laudati, & Roxanne Lindgren LIVE UNITED

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Allocations Report Allocations Committee

Peter Galla Allocations Chair Senior Vice President, Commercial Lending, Naugatuck Savings Bank

Having fun at the Boys & Girls Club

One of the most difficult jobs at United Way is giving away money - because the demand is always greater than the dollars available! It’s the job of the Allocations Committee to make recommendations to the Board of Directors, and that job is never more difficult – or more important – than during difficult economic times. The Allocations Committee makes sound judgments as to where Valley United Way’s dollars can make the greatest difference in the community. It does that by visiting with agencies to see their programs in action as well as by reviewing financial and program data submitted by the agencies. The Allocations Committee not only oversees the annual allocations process for partner agencies but also the annual Special Needs Grants process. Members of the Allocations Committee are volunteers drawn from all walks of life and have a working knowledge of the community that they serve. I want to thank each and every member of the committee for their dedication and fairness in making such important recommendations to our Board of Directors. Thanks to the support of the Raymond P. Lavietes Foundation, the allocations process is now entirely electronic. This “paperless” process is proving to be a more efficient process for both agencies and volunteers, and we want to thank the Lavietes Foundation for their ongoing support. During the past fiscal year, the regular allocation process resulted in $501,229 in funds allocated to twentythree partner agencies for the 2008 – 2009 allocations cycle. Those funds supported much needed programming in the Valley in the areas of health, social services and youth programs. The rich diversity of services offered by our funded partners forms the basic building blocks for a successful social services system in the Valley. Unfortunately, during the current (2009-2010) fiscal year which ends in June, allocations have been reduced by five percent due to the sluggish economy and its impact on campaign. The Allocations Committee also distributed an additional $49,918 in Special Needs grants that were paid during the course of 2009. In March of this year, more than $47,000 was allocated for 15 additional programs, and those funds will be paid during the calendar year 2010. Special Needs Grants are made from funds donated by donors for special areas of need including programs for child care, youth, elderly, substance abuse and several others. The largest single funding area is an effort to improve high school graduation rates. Funded largely by generous donations from Sikorsky and its employees, this program is helping Valley Regional Adult Education support students in acquiring their diplomas through the GED program. In addition, donors also directed funding to a wide variety of agencies through donor designated dollars that are sent directly to agencies as provided by the donor. During the 2008-2009 fiscal year those designations, which amounted to $72,271, went to over 75 different agencies and United Ways across the state and the country. Partner agencies received more than $19,000 of that amount in addition to their regular allocations. The Allocations Committee does not review these designations, but directly honors the wish of the donors. During these difficult economic times, the work of the Allocations Committee is more challenging than ever. However, our volunteers do an incredible job and their recommendations inevitably improve the quality of life in the Valley.

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Richard Bshara City Hall, Ansonia Adrienne Cabral Iroquois Gas Transmission System, L.P. William Carlson Inform Printing Robert Casagrande Gexpro Mark Daconto Basement Systems, Inc. Martha Dulla Grassy Hill Lodge Richard Feher Birmingham Group Health Services Alfred G. Felice, Jr. The United Illuminating Company James Geissler Shelton Board of Education David J. Grant David M. Grant Caterer’s Robert Hilliard Colleen Holt Youth Leadership Ewa Januszkiewicz Youth Leadership Sharon Joyce Webster Bank Lynn Kieley Newtown Savings Bank Joseph D. LoPresti Barnum Financial Group, An office of MetLife Sharon Massafra Home Instead Senior Care Melissa Pucci Yale Divinity School Patricia Reynolds Conti Associates Richard Rosen The RH Rosen Group Brian Sexton Bonnie Sinclair NEC Infrontia, Inc. Robert VanEgghen PerkinElmer Christopher Venice Kerite-Marmon Utility Ronald Villani University of New Haven Thomas Welch Winnick, Vine, Welch & Teodosio Philip White Better Packages, Inc.

LIVE UNITED


Partner Agencies (per audit 6/30/09) Special Allocation Designation Allocation Supporting People in Crisis American Red Cross-LNV Chapter $68,163 $390 Area Congregations Together/Spooner House $13,300 $494 Family & Children’s Aid: Safe Homes Program $3,800 $315 Infoline – 2-1-1 $10,648 The Morris Foundation/Liberty Center $19,665 $135 $2,000 New Haven Legal Assistance $5,700 Rape Crisis Center of Milford $15,200 $123 The Umbrella Program $23,940 $1,301 $1,000 Visiting Nurse Association of South Central CT $15,200 $154 $5,000 Preparing Youth for Success Big Brothers Big Sisters of Southwestern CT Boys and Girls Club - Lower Naugatuck Valley Boy Scouts – Housatonic Council Derby Day Care Center Girl Scouts of Connecticut Julia Day Nursery & Kindergarten Recreation Camp SONCCA

$7,600 $85,500 $47,500 $3,800 $7,600 $1,663 $22,800 $2,850

$152 $4,530 $2,182 $32 $320 $274

$54,150 $1,425 $33,250 $8,550 $475 $48,450

$365 $608 $3,168

$5,000

$15 $4,372

$3,200

Valley YMCA

$249

(Seymour-Oxford Nursery and Child Care Association, Inc.)

Strengthening Families Catholic Charities International Institute LNV Parent Child Resource Center Meals on Wheels – TEAM, Inc. United Services Organization (USO) Valley YMCA

Derby Day Care Center

Donor Designations Non-Partner Agencies and other United Ways Total Amount designated: $86,809 (per audit year ending 6/30/09) Alzheimer’s Association American Cancer Society American Diabetes Association American Heart Association American Red Cross/S.E. Fairfield County American Red Cross/Westport ARC Boys Village/Youth & Family Service Bread & Roses Bridgeport Area Foundation Bridgeport Hospital Burn Center Camp Horizons Catholic Charities/Bridgeport Catholic Charities/Hartford CentraState Healthcare System Child Guidance Center of Bridgeport Children’s Community School CT Autism Spectrum Resource Center CT Valley Girl Scout Council Cystic Fibrosis Foundation Delta Research & Ed Fund Girls Incorporated of Meriden Griffin Hospital

LIVE UNITED 

Hanahoe Memorial Children’s Clinic Housatonic Girl Scouts Housatonic-Shepaug United Way Immaculate Conception High School J.A. of Western CT Juvenile Diabetes Foundation Kirby Fund Leukemia & Lymphoma Society Lupus Foundation of America Make A Wish Foundation Middlesex United Way National Multiple Sclerosis Society Naugatuck Valley Health District New Milford Youth Agency Northwestern CT Aids Project Oxford High School Planned Parenthood of Conn. Prudence Crandall for Women ReFocus Outreach Ministry Salvation Army Save the Children Federation Save Westport Now, Inc. S.E.D.C. Shelton Youth Service Bureau Special Olympics, Oxford St. Martin de Porres Church/ Arianna Kirby Fund St. Mary SSL Sterling House Community Center TEAM, Inc. The Rotary Foundation

Trumbull Loves Children United Methodist Homes of CT United Way of Branford United Way of Central Jersey United Way of Eastern Fairfield County United Way of Greater New Haven United Way of Greater Waterbury United Way of Mid-Willamette Valley United Way of Milford United Way of Monmouth County United Way of Naugatuck/Beacon Falls United Way of New York City United Way of Northwest CT United Way of Norwalk/Wilton United Way of Ocean County United Way of S.E. CT United Way of Southington United Way of Stamford United Way of the Capital Area United Way of the Texas Gulf Coast United Way of Westchester United Way of Westport/Weston Valley Interfaith Caregivers Valley Regional Adult Education Women’s League Day Care YMCA/Central CT Coast YMCA/Naugatuck YMCA/Ralphola Taylor Community Center

Non-Partner Agencies and other United Ways Total Amount designated: $86,809 (per audit year ending 6/30/09) Abuse and Neglect Child Care Elder Care Financial Stability Health Programs Housing and Shelter Increasing Self Sufficiency Project Graduation Providing Basic Human Needs Special Needs Strengthening Families Substance Abuse Todays Girls Tomorrow Youth and Rec

TEAM’s Meals on Wheels

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Committees Corporate Volunteer Council Evaliz Albaladejo Cablevision Systems Corporation Joy Baldridge Baldridge Seminars International Tara Barbieri CDW-G Kathy Barrios Freedom Disability Erica Bartelson Health Net of the Northeast Kathy Belanger Market Data Retrieval Beth Berta PerkinElmer Colleen Bike People’s United Bank Walter Binck Hamworthy Peabody Combustion Cheryl Biros Ned Miller Associates, Inc. Youssef Boutros People’s United Bank Cathy Brennan California Closets William F. Bubbico Pitney Bowes Kristin Bures HSBC Bank Harry Burlakoff Minuteman Press Lisa Byrne PerkinElmer Adrienne Cabral Iroquois Gas Transmission System, L.P. Dotty Cacchillo Walmart/Derby Joyce Cervone BIC Corporation Maureen Coffey Latex International Karen Crane New Alliance Bank Sharon DeDonato DeDonato Building Contractors, LLC

Maria DeMaio Fletcher Thompson Donna DiGianvittorio Regional Water Authority Brian Donahue SSC, Inc. Jessica Early Kerite-Marmon Utility Michelle Fabozzi GE International Dawn Fama PerkinElmer Marie Figueroa Sikorsky Aircraft Amy Fitzgerald Basement Systems, Inc. Daniel Fitzgerald Basement Systems, Inc. Matthew Golia Enterprise-Rent-a-Car David M. Grant David M. Grant Caterer’s Nancie Gray Greater Valley Chamber of Commerce Jill Griffin CDW-G Christopher W. Guard Citibank Reeta Gulati Citibank Rose Gurn Pitney Bowes Sue Halapin Walmart/Shelton Antonietta Hallet Prudential Johanne Henderson BIC Corporation Sue Hitchock Sikorsky Aircraft Brenda Hummel Energizer Personal Care Linda Hvizdo Homewood Suites by Hilton Melissa Johnson Computershare

Ryan Kaisgolus GE International Lynn Kieley Newtown Savings Bank Constance Koch Fletcher Thompson Christine Konopka PerkinElmer Michele Koslowsky NEC Unified Solutions Cathy Kurzbacher Better Packages, Inc. Linda Kwong BIC Corporation Therese Lestik Freedom Disability Debbie Lewis Health Net of the Northeast Ann Lucas Altair Global Relocation Seleste Lucas Naugatuck Savings Bank Donna Mackey Altair Global Relocation Charlotte Madar Professional Travel Planners Mandi Marcino The McIntyre Group Kate Marks Marks of Design Jennifer Martin Newtown Savings Bank Scott McKay Holiday Inn Express Ned Miller Ned Miller Associates, Inc. Sue Millican Iroquois Gas Transmission System, L.P. Mary Ann Miskowicz Better Packages, Inc. Erin Mitchell PerkinElmer Cara Mocarski Cutting Edge Communications Diana Musante Emhart Teknologies

Youth Leadership Kick-off at Camp Jewell

Karren Nash CDW-G Jeremy Ortiz Barnum Financial Group, An office of MetLife

Fred Ortoli Fred Ortoli Photography Joseph Pagliaro Jr. Edward F. Adzima & Riverview Funeral Homes Brad Palazzo Comcast Danielle Paolozzi People’s United Bank Ruth Parkins Iroquois Gas Transmission System, L.P. Carol Pendagast F.W. Serra, Inc. David Pendagast William Raveis Real Estate Ed Pollock The United Illuminating Company Sean Pratt Holiday Inn Express Erin Rafferty GE Corporate Jerry Richter Emhart Teknologies Mary Ellen Samatulski TD Bank Rob Sanford Altair Global Relocation Frankie Sheldon Walmart/Shelton Bonnie Sinclair NEC Infrontia, Inc. Richard Sinclair Arson Productions Colleen Spooner CG Automation Systems USA Inc. Alan Tolmich Alexis Tomczak PerkinElmer Harriet Trevino Bull’s Head Printers

The High School Volunteer Council kicks off the 2009-2010 year.

Corporate Volunteer Council 2009-2010

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Committees Bobby VanEgghen DRS Consultants, Inc. Robert VanEgghen PerkinElmer Danielle Voss Cablevision Systems Corporation Michelle Woronick Thule

Finance Committee Jennifer Bull Dworken, Hillman, LaMorte & Sterczala, P.C. Gregory P. DeStefano Konowitz, Kahn & Company, P.C. Michael S. Marcinek Fletcher Thompson William M. Miller Jr. Miller Investment William C. Nimons Naugatuck Valley Savings & Loan

High School Volunteer Council Amy Boccamazzo Ansonia Advisor Samantha Bomba Emmett O’Brien Kenny Chan Ansonia Angelo DiSorbo Derby Jennifer Dunnuck Derby Advisor Nick Guerino Shelton Josh Hahn Derby Colleen Holt Derby Victoria Lazowski Derby Marie Meresko Emmett O’Brien Advisor Azra Mulaimovic Ansonia Brian Nutcher Derby Advisor

Lisa Papa Shelton Advisor Franco Pelaccia Emmett O’Brien Sarah Phipps Ansonia Tyler Poquette Ansonia Margaret Siu Shelton Maggie Siu Shelton Lorena Snell Shelton Advisor Michael Varonka Emmett O’Brien Advisor

Marketing Committee Joseph Andreana CT Alliance of Boys and Girls Clubs, Inc. Jean Axtell Energizer Personal Care John DeGray Kerite-Marmon Utility Johanne Henderson BIC Corporation Bob Hilliard Daniel Iannielo Sacred Heart University William Joyce Sacred Heart University Deborah Noack Prudential Insurance Company Fred Ortoli Fred Ortoli Photography Ruth Parkins Iroquois Gas Transmission System, L.P. Melissa Pucci Yale Divinity School Richard Rosen The RH Rosen Group John Ready Valley United Way

Board of Directors

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Nominating Committee Adrienne Cabral Iroquois Gas Transmission System, L.P. Ruth Parkins Iroquois Gas Transmission System, L.P. William C. Partington Naugatuck Valley Savings & Loan James E. Ryan Shelton Economic Development Corporation Ronald Villani University of New Haven

Volunteer Center Advisory Committee Gail Catlin AuPair in America Martha Z. Denstedt Griffin Hospital Terri Houghton Community Volunteer Carol Kirby American Red Cross Reina Marasco Valley Regional Adult Education Melissa Pucci Yale Divinity School Barbara Quinn United Methodist Homes Suzanne Reilly Valley YMCA Sue Westine TEAM, Inc.

Youth Leadership

Brian Donofrio Seymour High School Arianne Elmy Chase Collegiate Alison Garman Seymour High School Reba Goodrow Seymour High School Joshua Hahn Derby High School Jestelle Hanrahan Shelton High School Colleen Holt Derby High School Angela Khan Ansonia High School Caitlin Malloy Sacred Heart Academy Brienne Marks Shelton High School Jimmy Norris Ansonia High School Sarah Parkins Sacred Heart Academy Vi Phan Derby High School Mark Plavnicky Ansonia High School Tom Saksa Seymour High School Rebecca Sheehy Shelton High School Bradley Soltau Shelton High School Hannah Zibluk Oxford High School

Caitlin Baker Sacred Heart Academy Rosy Cersonsky Sacred Heart Academy Rachael Colette Derby High School Jamie Bukowski Sacred Heart Academy Angelo DiSorbo Derby High School

Valley United Way campaign cabinet members

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Highlights of 2009-2010

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#1. Our own Fred Ortoli goes above and beyond the call of duty! #2. Staff of Fletcher Thompson looks “FAR OUT”. #3. Dave & Carol Pendagast chat with Chamber President ‘DISCO’ Bill Purcell. #4. United Way ‘friends’ enjoy Kick-off festivities. #5. CVC adopted 212 Irving School students and spent over $40,000 to outfit them. #6. 50 Energizer employees painted at My Sister’s Place during their ‘Afternoon of Caring”. #7. Rob Casagrande leads his Gexpro team in donating toys to Valley families in need. #8. Ellen Pagliaro congratulates Dave Grant on a job well done. #9 Several Prudential Departments combined a team building exercise and built ‘CAN’TASTIC structures and collected more than 3,000 food items for local food pantries. #10 Youth Leaders helped build Harvest House III.

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Highlights of 2009-2010

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#1. Parvati Vaish (‘09 Youth Leadership Chair) and Colleen Holt (‘10 Youth Leadership Chair) proudly display the United Way logo. #2. Sikorsky Finance presents a very generous check to help families in need during the holiday season. #3. Lisa Duhamel (Prudential) presents Janet Onidi (PCRC) with gifts for the family she adopted. #4. Dominick Thomas is congratulated by Jamie Cohen as he was presented the Sharon Bryce Holly ‘Community Hero Award,’ as Sharon’s family looks on. #5. Rich Rosen and Mike Marcinek enjoy the Annual Meeting. #6. Karen & Bob Crane-’looo-king Gooood!’ #7. Adrienne Cabral receives the Volunteer of the Year Award from nominator Diane Stroman. #8. John Trovarelli picks up donated holiday turkeys from Greco & Haines! #9. Jack Ribas (nominator) presents Joe Andreana the Volunteer of the Year Award. #10. Energizer’s ‘Afternoon of Caring’ at the Boys and Girls Club. #11. Bill Bubbico (HH III Build Chair) and Rose Gurn of Pitney Bowes, the HH III Marquis Sponsor.

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Corporate Volunteer Council The Corporate Volunteer Council (CVC) is a coalition of more than 50 companies – large and small – that believe in the value of giving back to the community where they do business. Representatives from participating companies have the opportunity to learn about best practices, develop leadership skills, network with their peers, share information about community concerns, provide resources, and promote volunteerism among their employees to meet community needs.

Prudential Holiday Giving

Antoinetta Hallet from Prudential helps their adoprted child

Back To School Clothes For Kids… ....14th YEAR...CVC spent $345,000 on 1901 Valley children to start their year in school with a wonderful self esteem and show them they care. 212 Derby school children received Back-to-School clothes and supplies from 42 CVC companies and their employees. The clothes were distributed at a Back-toSchool party held at Irving School on August 27. Guests included Derby Mayor Anthony Staffieri, Superintendent of Schools Dr. Stephen Tracy, Principals Fran Gallo and Linda Coppola as well as VUW representatives Mike Marcinek, Jack Walsh and Pat Tarasovic. Everyone enjoyed cookies and lemonade from Dave Grant Caterer’s and ice cream by Pitney Bowes. Fran Scarpa and students from Center Stage in Shelton entertained the audience with Broadway show tunes.

Bob VanEgghen, PerkinElmer, is happy to see that their adopted child likes all of his things.

Prudential Thanksgiving food drive

Linda Hvzido, Homewood Suites by Hilton, looks on to see smiles on their children’s faces.

BIC employees enjoy the excitement of giving.

Thank you Pitney Bowes for arranging the ice cream truck for the hundreds of children at Back To School.

Rose Gurn of Pitney Bowes arrives with their 35 bins for Irving School students.

2009-2010 Corporate Volunteer Council

Help ease hunger in the Valley. Visit SoupBowlTickets.com

Prudential Team adopts families

Thank You Sikorsky!

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The Volunteer Center The Volunteer Center – created in 1991 The Valley United Way’s Volunteer Center brings caring people together to meet community needs. It is a vital community resource that matches the skills and interests of Valley volunteers with the needs of nonprofit agencies and their clients. Working together with employees from Valley businesses and students from local high schools, the VAC coordinates a variety of volunteer efforts that improve lives in our community.

Derby High School students and teachers helped build Harvest House III.

High School Volunteer Council – since 1994 The High School Volunteer Council gives students from Valley High Schools the opportunity to interact with one another, practice leadership skills and gain a broader understanding of community issues and needs. Council members work together on a major community initiative each year. Thanks to a grant from the Valley Community Foundation, students were able to have taxi cabs drive them to monthly meetings. This year marked the first year that students were paired with other schools to make up teams for group projects.

Valley Cab transports DHS students to a High School Volunteer Council meeting thanks to a VCF Grant.

Harvest House III Outstanding Build Team-Thank you!

High School Volunteer Council Holiday Luncheon

Lorena Bozotto, Shelton Advisor and Marie Meresko, Emmett O’Brien Advisor, meet with their HSVC project team.

VAC Advisory Committee: Carol Kirby-Red Cross, Martha Denstedt-Griffin, Sue Reilly-YMCA, Barbara Quinn-Wesley Village, Sue Westine-TEAM, Gail Catlin-Au Pair in America. Missing from picture: Reina Marasco-VRAE, Melissa Pucci-Chair-Yale Divinity School, and Terri Houghton-Shelton.

High School Volunteer Council sings to the residents at Wesley Village.

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Leadership Greater Valley Leadership Greater Valley graduated its fourteenth class in 2009, and in recent months an alumni group has been established. It is a very unique collaborative of United Way, the Valley Council for Health & Human Services and the Greater Valley Chamber of Commerce. It is open to adults who aspire to be community leaders and provides them with an experience that exposes them to all aspects of life in the Valley. The program is run in the fall each year, and includes weekly programs ranging from the history of the Valley to business ethics and economic development. Participants travel the Valley and meet with current leaders to develop a working knowledge of what makes the Valley work. At the end of the program, our Volunteer Center works with the students to place them in volunteer leadership positions throughout the Valley. We are fortunate to have two graduates of the program currently on the Board here at United Way.

Leadership Greater Valley 2009

Youth Leadership Since 1990, Valley United Way has been developing Valley teens into future community leaders by teaching them about the needs of the community and the role that volunteerism plays in addressing those needs. Students receive leadership training from corporate community members that include workshops on diversity awareness, problem solving, decisionmaking, interviewing and public speaking. In 2009, YL allocated $2,000 to a number of programs and services aimed at drug and alcohol abuse, bullying, stress/anxiety/ social media and other teen issues. The YL Program received support from the Raymond P. Lavietes Foundation and Pitney Bowes.

Heritage Fund You can touch the future by making a bequest to Valley United Way’s Heritage Fund, a permanent endowment fund. This special fund has been created separate from the Annual Campaign and is our promise to the community that we will always be here to help those in need. It is your opportunity to touch the future by making a gift that will always be recognized and remembered for its enduring benefits to the community we serve. When you contribute to the Heritage Fund, you can be assured that your gift will be put to good use, today and for years to come. There are a number of ways to contribute to Valley United Way’s Heritage Fund. Your attorney or financial advisor can guide you in selecting the option(s) that best suit you. Gift opportunities include: A bequest through your will Gifts of cash, stocks or real estate Life insurance Life income gifts Memorial and tribute gifts For more information regarding the United Way Heritage Fund and the many ways that you can keep caring, please contact Valley United Way.

Youth Leadership Advisors Melissa Pucci, David Grant and Patrick DiCaprio lead the first YL Volunteer Project at Spooner House for the annual Letter Carrier’s Food Drive.

Youth Leadership Kickoff at Camp Jewell

Heritage Fund Donors George Berman Irene G. Smith

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Grant Funding…

Youth Leadership ready to build.

Julia Day friends

Smiles from Julia Day!

Valley United Way is fortunate to have the support and cooperation of several other funders in carrying out much of our work in the community. Working together, we have a real impact on the lives of people throughout the Valley. One of the best examples of such collaboration is the effort around Early Childhood issues in the Valley. We have been fortunate to be both a funder and partner in this process which is designed to make sure that every child in the Valley arrives at school prepared to succeed. For the last several years the cornerstone of those efforts has been the Discovery grants from the Graustein Memorial Fund to individual Valley towns as well as a special regional grant for the entire Valley. Ansonia, Derby and Shelton have received local grants for a number of years now, and we provided fiduciary services for Ansonia and just started doing the same for Shelton. We have also provided those services for the regional grant which just completed a successful second year with Graustein funding being supplemented with funding from Valley United Way, the Valley Community Foundation and the city governments and boards of education in Ansonia, Derby, Seymour and Shelton as well as TEAM, Inc. The Valley Council for Health and Human Services has played a major role in this through its Early Childhood Committee under the able leadership of Pam Lorenzo of the VNA of South Central Connecticut. We are especially thankful for the generous support that we received from the Raymond P. Lavietes Foundation which continues to support the Volunteer Center and the Youth Leadership Program. Their funding has also supported our implementation of electronic pledge processing and a paperless allocation process with on-line applications and reporting. This year their support also helped fund an intern position to help us with our marketing and communications efforts. Webster Bank continued their support for a loaned executive to help us with our most important work – the Annual Community Fund Raising Campaign. Sikorsky Aircraft and its employees continued to support efforts to improve high school graduation rates and their funding was used to fund a special support program at Valley Regional Adult Education. Pitney Bowes provided us with a number of special grants that assisted our Youth Leadership Program and projects conducted by the Volunteer Center’s Corporate Volunteer Council that are highlighted elsewhere in this report. The Community Foundation for Greater New Haven provided us with a Neighborhood Small Grants Program grant that helped us solve a transportation problem that assists the work of the High School Volunteer Council. The Community Foundation for Greater New Haven and the Valley Community Foundation are also providing support along with Valley United Way for the Valley Council for Health & Human Services and their community needs project, Valley CARES which will unveil its findings this year. In addition to funding, we also provide office space and other support services to the Council. The Friend A. Russ Fund also continues to be a generous supporter of the campaign helping to support the full range of community programs supported by Valley United Way. Partnerships are important to Valley United Way, and we appreciate the support of these funding partners on so many special projects for the community.

Boys & Girls Club computer class

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Statement of Activities (Per audit 6/30/09)

June 30, 2009 UNRESTRICTED NET ASSETS UNRESTRICTED REVENUES, GAINS AND OTHER SUPPORT Campaign Contributions-current $ 1,147,309 Less donor fields of service-current ( 49,342) Less donor designations-current ( 115,971) Provision for uncollectible pledges ( 86,823)  TOTAL CAMPAIGN 895,173 Foundation grants 215,451 Special events, in kind and other - net 47,706 Investment income 2,047 In-kind  33,182  TOTAL UNRESTRICTED REVENUE, GAINS AND OTHER SUPPORT $ 1,193,559 ALLOCATIONS AND FUNCTIONAL EXPENSES Allocations 

     

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$ 1,019,776) ( 51,461) ( 61,197) ( 81,825) 825,293) 180,093) 57,932) 8,195) 37,906) $ 1,109,419) 588,312)

Functional expenses (including donated services, material and facilities of $33,182 and $27,985): Community program services 405,614 357,011) Management and general 111,472 114,559) Fund raising 209,157 224,652) Total functional expenses 726,243 696,222) TOTAL ALLOCATIONS & FUNCTIONAL EXPENSES $ 1,227,472 $ 1,284,534) DECREASE IN UNRESTRICTED NET ASSETS ( 33,913) ( 175,115) TEMPORARILY RESTRICTED NET ASSETS-contributions 10,925 ) DECREASE IN NET ASSETS ( 22,988) ( 175,115) NET ASSETS at beginning of year 434,822 609,937)

 

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NET ASSETS AT END OF YEAR

$ 411,834

$ 434,822))

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4 #1. Iroquois Gas President Jay Holm. #2. BIC’s United Way Campaign Team #3. Fletcher Thompson celebrates 70’s Night. #4. Learning ping pong at the Boys and Girls Club.

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Treasurer’s Report The past year has been very challenging for the entire economy including Valley United Way. However our financial position remains strong and our Finance Committee is working very closely with the Board of Directors to ensure that it remains that way. The audited figures for the period ending June 30, 2009 reflect a year in which Valley United Way had total revenues $1,147,309 and a net loss of $33,913. However, our reserves of $411,834 remain within the prudent three to six month operating reserve guidelines established by the Board of Directors. During the fiscal year, $623,418 was allocated to the community. Direct allocations to partner agencies amounted to $501,229. An additional $72,721 was allocated though donor designated gifts and another $49,918 through the Special Needs grants program. It should be noted that of the $72,271 in donor designations paid out during the fiscal year, $19,180 went to partner agencies and $53,091 went to non-partner agencies. Donor designations continue to rise as a percentage of total giving, yet they remain below national averages. In addition to our primary source of funding which is the annual campaign, grants, special events and in-kind William Nimons revenues continue to play a major role in our finances amounting to $298,386 during the year. Of that amount, Vice President Naugatuck Valley Savings & Loan direct in-kind support amounted to $33,182 during the audit period. The audited figures do not reflect additional resources provided to the community as a result of additional United Way activity. Those activities primarily carried out by our Corporate Volunteer Council included clothing children for the new school year, conducting monthly food and clothing drives and carrying out a wide array of special holiday projects that benefit the neediest in our community. You will see those activities documented in other areas of this report, but please understand that they have an enormous financial impact on the community as well. The current year is proving as challenging as any year on record at a time when the needs in the community are greater than ever. The Finance Committee continues to work to ensure the fiscal health of the organization so that it can continue to be a resource in meeting community needs. I want to thank the members of the Finance Committee and the Board of Directors for their continued efforts to ensure the financial stability and viability of the United Way.

Statement of Financial Position June 30,

2009

2008

$ 162,440 -

$ 235,757 9,876

522,280 45,750 8,814 $ 739,284

410,983 65,690 7,095 $ 729,401

Equipment less allowance for depreciation of $109,507 and $95,863

$ 15,108

$ 26,254

TOTAL ASSETS

$ 754,392 ________

$ 755,655 ________

LIABILITIES AND NET ASSETS CURRENT LIABILITIES Accounts payable and accruals Designations and allocations payable Deferred revenue – grants Deferred revenue – other TOTAL CURRENT LIABILITIES

$ 16,853 151,923 160,876 12,906 $ 342,558

$ 16,002 103,733 168,676 32,422 $ 320,833

NET ASSETS Unrestricted net assets Temporarily restricted net assets TOTAL NET ASSETS TOTAL LIABILITIES AND NET ASSETS

$ 400,909 10,925 411,834 $ 754,392

$ 434,822 ____-____ 434,822 $ 755,655

ASSETS CURRENT ASSETS Cash and cash equivalents Investments Contributions receivable, less allowance for uncollectible amounts of $157,159 and $148,319 Grants receivable Prepaid expenses TOTAL CURRENT ASSETS

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Thank You Valley United Way, its 24 Partner Agencies and thousands of Valley residents who use the many programs and services provided through our Partner Agencies thank the following community individuals, businesses and professionals for their support of our 2009-2010 Annual Community Campaign. (Listing reflects results reported as of 3/26/2010) A Quick Pick Crane Service Inc. A. Albert Hair Salon and Wellness Center Abbott Laboratories AD-Merica Corp. Aetna Ahearn, David Ahern, William Airway Driving School Alexander’s Hardware American Red Cross Andreana, Joseph & Pat Ansonia Copper & Brass Ansonia Housing Authority Ansonia Public Schools Ansonia, City of Anton Bauer Company Apicella, Testa & Company PC APS Insurance Agency Inc. Aquarion Water Company AT&T Atkas, Ronald Augusta, Judith Averill, Richard Averill, Rosalie B & J Electric Motor Repair Co. Bailey, Ruth Baldwin, Donald Bank of America Barnum Financial Group An Office of Metlife

Basement Systems, Inc. Belden, Bertha Bertie, Sara Beta Shim Better Packages BIC Corporation Big Y Supermarket, #99 Birm 1 Construction Company Birmingham Group Health Services

BJ’s Wholesale Club Blanchette, Raymond Blume, Hartwig BlumShapiro Bourque, Jacques Boy Scouts of America Housatonic Council Boys & Girls Club of the LNV Bradley, Henry Brickett, Edward Brookside Inn Buckley, Mary Bug Busters Cable, Violet Calvert Safe and Lock Capitol Barber Shop Catholic Charities Catlin, Gail Cavagnuolo, Emma CG Automation Systems Charco 2000 Charles Dickgiesser Co. Charles Migani & Sons Clancy, Arlene Clancy, Marie Clark, George Clark, Merritt Collect Associates Colonial Tavern Restaurant Comcast Connery, James Conti Associates Coppola, Eugene Costigan, Virginia Cota, Andrew Cribbins, Allan & Anne Crocamo, John Curri, Michael Curtiss Ryan Honda Cutting Edge Communications

Tamara Pejovic presents Jack Walsh with Bank of America’s corporate gift

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Dabkowski, Kathleen Daniell, John Davey, Mildred David M. Grant Caterer’s Davis, Jane Dekarz Corporation Dellamonica, Anthony Delvin, Inc. Derby Day Care Center Derby Public Schools Derby, City of DeStefano, Gregory Dirienzo, Angelo Dodd, Harrison Donahue, Laura Donohue, John Douglas, Julius Drennan Joseph Dripchak, Stephen Duchess Family Restaurant Dunkin Donuts (Samana Inc.) Dworken, Hillman, LaMorte, Sterczala, P.C. Dziedzic, Charles Earthworks Excavating, Inc. Edward F. Adzima & Riverview Funeral Homes Eli Lilly & Company Elmy, Frederick Emhart Teknologies Energizer Personal Care Fairbanks, Richard Farmer, Grace Fedorowicz, Dorothy Fiscus, Robert Fletcher Thompson Flynn, Joseph Fred Ortoli Photography Fritz’s Snack Bar F.W. Serra

LIVE UNITED Supporters

Gabianelli, Thomas Gambacini, Nelson Garofalo, Barbara Gell, John General Electric Gexpro Ghilardi, Madelyn Ghione, Peter Giardina, Joan Girl Scouts of Connecticut Gleason, Dennis Glover, Leroy Goodrich Danbury Employees Helping Hand Fund Grassy Hill Lodge Graziano, Sal & Francesca Sergi Greater Valley Chamber of Commerce Greco and Haines, Inc. Griffin Hospital Halpin, Christine Haswell, James Health Net of the Northeast Hession, Walter Hilliard, Robert Homa, Elizabeth Hubbell Brothers Hull Funeral Home Hvizd, Andrew Huntington Electric IBM Corporation IDA International Industrial Wood Products International Marketing System Iroquois Gas Transmission System, L.P. Jenkins King Funeral Home Jimmy’s World Network, LLC J.J. Brennan Construction Co. Jones Family Farms

Some of 67 West’s donations to ‘Hair to Cut Hunger.’

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Thank You Julia Day Nursery Kaplan, Richard Katz, David Kerite-Marmon Utility Kligfeld, Michael Knights of Columbus #53 Kostka, Raymond Kuster, Gordon Kuzma, Alice Lanzi, Joseph Latex International Lerman, Robert Linsco Private Ledger Lopresti, Anthony Luise, Nicholas and Ernestine Magellan Midstream Partners Mahoney, Mary Maksymiw, Michael Mario D’Addario Buick Mascolo, Louise Matthies, Richard McKane, Charles Menna, William Mennillo, Alexandria Michaud, Jr., Francis H. Miller Investment Miller Ward Funeral Home Milo, George Moll, David Murphy, Maureen Murphy, Robert Naiad Marine Naugatuck Savings Bank Naugatuck Valley Health District Naugatuck Valley Savings and Loan Ned Miller Associates New Alliance Bank Nickse, H. Tom Northeast Utilities Ortoli, Josephine Ostberg, Evelyn

Oxford Liquor Shoppe Oxford Paint and Hardware Oxford, Town of Oxford United Church of Christ Pagliaro, Ellen Parent Child Resource Center Patzy Lavender Charitable Trust People’s United Bank PerkinElmer Pfizer, Inc. Philips Medical Systems Plastic Molding Technology Professional Travel Planners Prudential Annuities Pullman & Comley, LLC Ralph Mann & Sons Reynolds, John & Patricia Rider, Arthur Rogucki, Eileen Rosen, Richard Rte. 67 Storage Ryan & Tyma Ryan, George Santa, Norman & Janet Savitt, Herbert Schaible, Kenneth Schwartz, Kenneth Seccombe’s Cleaners Seccombe’s Men’s Shop Service Auto Parts Seymour Public Schools Seymour, Town of Shaffer, Beverly Sharpe, Everett Shaw’s Supermarkets Shelton, City of Shelton Economic Development Corporation Shelton Public Schools Sikorsky Aircraft Slovak, John Slowik, Richard

Laurel Vicidomino accepts Jones Family Farms ‘Facebook Challenge’ Check

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Sobin, Madeleine SONCCA Spectrum Plastics Group Splan, Shawn St. Joseph’s Church St. Paul’s Episcopal Church Staffworks Stamos, Gregory Stankye, Charles Stern, Samuel Stop & Shop Companies Sullivan, Marie Sutnik, Thomas & Lynn Miller Sylvester, Leon Tamis, Donald Tarasovic, Nicholas & Patricia Target TEAM, Inc. The Human Resource Consulting Group The Yudkin Family Fund Thomas, Dominick Toyota Motor Sales USA Tucker, Lewis Turski, Stanley Unilever United States Foundation United Illuminating Company United Parcel Service – East New England UnitedHealth Group Valentine, Nancy Valla, Dominic Valley Council of Governments Valley United Way Valley YMCA Venman & Company, LLC Vishay Americas, Inc. Visiting Nurse Association Vitello, Alphonse Volpe, Frederick The W.E. Bassett Company

Panache Hair Design supports “Hair to Cut Hunger”

Wal-Mart Webster Bank Weimann Brothers Manufacturing Co. Welch, John Wells Fargo Wells, Royal Wells, Thomas White Hills Express Wiemer, David Wilson Agency Winnick, Bronislaw Wright, Jane Written Words Young, Lois Plus the hundreds of employees who generously contributed through their workplace. If we have inadvertently omitted or misspelled your name, please accept our apologies.

Some Iroquois Gas campaign committee members

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Thank You Campaign Volunteers American Red Cross Carol Kirby Ansonia Board of Education Missy Cook Fran Perrotti Paula Tyszka Susan Agamy Liz Holcomb AT&T Matt Kinney Bank of America Todd Cody Basement Systems, Inc. Larry Janeskiy Julie Morelli Better Packages, Inc. Phil White BIC Corporation Elaine Bataille Don Castaldi Joyce Cervone Jo-Anne Cohan Tony DeRosa Susan Feher Karen Georgia Johanne Henderson Bill Hoagland Doris Main John Millard Frank O’Connor Andy Rosato Iris Suarez Rose Thrasher Mary Wojiski Carl Vensel Birmingham Group Nancy Cahoon Debbie Foglia Latesha Johnson Marcia Jones Barbara Lombardi Joyce Macauda Theresa McClain Maria Rivera Carmen Rodrigues Diane Wasilewski

BJ’s Wholesale Club Jen Moniz BlumShapiro Terri Rioux Boy Scouts of America Kevin Bishop Boy’s & Girl’s Club of LNV Susan Mauriello Anne Wheeler Catholic Charities Diane D’Amato City of Ansonia JoLynn Flaherty City of Derby Diane Cesaroni City of Shelton Charlene DeFilippo Kevin Gagnon Karen Lanigan Deborah Onderko Kathy Ramia Mike Sadick Comcast Cable - CT/West Region Brad Palazzo Curtiss Ryan Honda Jennifer Keever Derby Day Care Center Gladys Lazurek Derby Board of Education Jen Barriga Kathy Brown Kelly Foley Nancy Maleri Donna Pysz Betsy Seabury Dworken, Hillman, LaMorte & Sterczala, P.C. Jennifer Bull Energizer Personal Care Jean Axtell F. W. Serra, Inc. Carol Pendagast Fletcher Thompson Connie Koch

G.E. International Michelle Fabozzi Gexpro Toni Lisi Griffin Hospital Steven Mordacei HealthNet of the Northeast Debbie Lewis HR-Consulting Group Robin Imbrogno Linda Meola Iroquois Gas Transmission System, L.P. Debbie Benham Adrienne Cabral Susan DeLeon Jeff Galdenzi Alan Grassia Kate Leibrock Sue Millican Brenda Stablein Samantha Woodward Julia Day Nursery Sharon Kelly Naugatuck Valley Health District Colleen Lindholm New Alliance Bank Sharyn Acampora Patricia Fontes Parent Child Resource Center Sue Vogt-Kelley Peoples United Bank Colleen Bike Angela Meier SEDC Jim Ryan

Seymour Board of Education Alison Cunningham Sue Duke April Judd Judy Laudati Roxanne Lindgren MaryAnne Mascolo Lucille McGinn Darlene O’Callaghan Patricia Sabatini Christine Syriac Karen Wilczewski Shelton Board of Education Freeman Burr Kathy Riddle Sandie Zuraw Shelton Police Department Trish Bruder SONCCA Arlene Swatson Spectrum Group Ed Meyer Carol Semanczyk Sue Testone TD Bank Christopher Mastroni TEAM, Inc. Sue Westine Kerite-Marmon Utility Rich Boroski Chuck Collon Jessica Early Frank Giusto Andy Hanson Town of Oxford Kelly Weymer Town of Seymour Deidre Caruso Greater Valley Chamber of Commerce Al Patuzzi Valley YMCA Suzanne Reilly

Venman & Company, LLC Tefta Petro Jim Woods Vishay Americas Kim Bovino Paula Scinto VNA/SSC Andrew Eaves VNA of CT Mona Brockett The W.E. Bassett Company Tom Buchter Sarah Carasone John de Gant Roxanne Fredericks Christine Koch Muriel Mastrianni Linda McPhail Anna Rivera Yankee Gas Diane Orsini

Dave Grant thanks Johanne Henderson of BIC

Debbie Lewis and daughter, Nicole

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Thank you Jim Guarrera

The W.E. Bassett Campaign Team

LIVE UNITED


Corporate Cup For the third straight year PerkinElmer brought the Corporate Cup back to Bridgeport Avenue, but this time it kept it permanently as their third win allows them to retire the current trophy. A new one will be put into play for 2010 and the annual winner keeps possession until the following year. Perkin Elmer dominated the Corporate Cup this year as they racked up 146 points and won five of the nine competitive events. The Valley YMCA came up strong this year with 131.25 points and a second place finish - their best ever. The next two spots were claimed by former champs, as 1999 champ TEAM, Inc. finished third with 121.25 points followed by four time champion Birmingham Group Health Services which last won the title in 1998. BIC Corporation rounded out the top five only a point behind Birmingham in their first year of competition.

Perkin Elmer-1st Place

YMCA-2nd Place

TEAM-3rd Place

The 2009 Corporate Cup Events Finish Teamt 1

Perkin Elmer

Bowling

Darts

Billiards

Wiffle

Golf

Orienteering

Horseshoes

Run/ walk

Healthy Team

CEO Bonus

Total

19.00

12.75

17.50

12.00

13.00

14.50

11.25

27.50

13.50

5.00

146.00

2

Valley YMCA

17.00

10.25

17.00

11.50

9.50

11.50

12.25

27.00

10.25

5.00

131.25

3

TEAM, Inc.

17.50

7.00

15.25

10.50

12.50

13.50

13.50

17.00

9.50

5.00

121.25

4

Birmingham Group Health Services

8.00

12.75

16.00

7.50

12.00

9.00

13.00

18.00

14.50

5.00

115.75 114.75

5

BIC Corporation

10.50

14.25

10.75

8.75

5.50

13.00

14.50

26.00

6.50

5.00

6

Hawley Lane Shoes

14.00

15.50

8.00

9.75

9.00

10.00

8.00

19.00

13.00

5.00

111.25

7

Spectrum Plastics

15.00

7.00

8.00

9.75

13.50

12.00

14.00

14.50

9.00

0.00

102.75 102.00

8

CDW-G

13.50

15.00

16.50

11.00

7.50

14.00

0.00

24.50

0.00

0.00

9

Griffin Hospital

18.50

7.00

8.00

8.75

6.50

11.00

6.25

6.00

14.00

0.00

86.00

10

Barnum Financial Group

14.50

12.75

10.75

6.00

8.50

0.00

8.00

11.00

0.00

0.00

71.50

11

Calvert Safe & Lock

0.00

10.25

12.75

7.50

0.00

8.50

0.00

6.00

0.00

5.00

50.00

12

Curtiss-Ryan Honda

9.00

0.00

12.75

0.00

10.50

0.00

0.00

0.00

0.00

0.00

32.25

13

Gordon Rubber

16.00

0.00

0.00

0.00

0.00

0.00

11.25

0.00

0.00

0.00

27.25

14

Valley United Way

0.00

0.00

0.00

0.00

11.50

0.00

0.00

6.00

0.00

0.00

17.50

LIVE UNITED 

23


Volunteer Solutions Follow us on Facebook,

YouTube,

Twitter or our

Blog

The Volunteer Center is Always Open with Volunteer Solutions As Connecticut’s first United Way to embrace the Internet, Valley United Way uses both its internal website and its internet-based volunteer matching website to provide the latest information about United Way and the community. Volunteers are the backbone of United Way, and Valley United Way values the special relationship between volunteers and the cities and towns in which they serve Ansonia, Derby, Oxford, Seymour & Shelton. We strongly encourage all nonprofit organizations and local volunteer groups to list their groups and opportunities for free on our Volunteer Solutions site. Volunteer Solutions is Valley United Way’s online resource center for volunteer opportunities in the Valley. Companies and agencies can list available opportunities and special needs in one place where people even from beyond the Valley can find them. Website viewers can register for a personal volunteer homepage page and receive volunteer opportunities tailored to their interests. The entire service is free thanks to Valley United Way and the generous support of the Raymond P. Lavietes Foundation, which underwrites most of the cost. For more information or assistance, please contact Valley United Way at (203) 926-9478 or visit our website www.valleyunitedway.org for direct links to Volunteer Solutions.

Every effort has been made to render our listings complete and accurate. We trust that any inaccuracies or omissions will be forgiven as an oversight. We are grateful for your understanding and for your continued support.

24

LIVE UNITED


Welcome to Youth Leadership Camp Jewell 2009 Team Building Leadership Project Friendship Trust Confidence Developing New Skills


You make our community a great place. You inspire hope. You give, advocate and volunteer.

THANK YOU For celebrating and honoring those individuals who

LIVE UNITED through their VISION and DEDICATION.

In my work and my volunteering, I have seen the needs in our community and the impact that United Way dollars have had on delivering services in the Valley. Like so many others I enjoy the good feeling that comes from helping others. Fred Ortoli, Chairman of the Valley United Way’s 2009-2010 Community Campaign.

Special thanks to the following companies and individuals for their assistance in making our Annual Report/ Meeting a huge success: John de Gant and The W.E. Bassett Company for their support in the production of this Annual Report, Kellie Newman for designing our invitation and Eric Monks and Tim McGee of Fletcher Thompson for printing of our table cards and signboards.

Mission Statement - Valley United Way's mission is to improve lives by mobilizing the caring power of our community. Valley United Way will measurably improve the lives of people in our community through:

Philanthropy – Raising dollars to invest in identified community priorities. Volunteerism – Inspiring people to make a difference by giving their time. Collaboration – Working with others to build coalitions that leverage

Valley United Way

resources to address identified community priorities.

Valley United Way • 3 Corporate Drive, Suite 501, Shelton • Phone: (203) 926-9478 • Fax: (203) 926-1368 • Website: www.valleyunitedway.org Serving Ansonia, Derby, Oxford, Seymour and Shelton

AnnualReport2009  
AnnualReport2009  
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