2013 ANNUAL REPORT
ENERGY INNOVATION
TRANSFORMATION
PHOTO COURTESY OF UNITED WAY THOMPSON NICOLA CARIBOO
Change starts here.
2 2013 ANNUAL REPORT
CONTENTS 11 1 2
4 7 9
OUR MESSAGE From the Chair, and the President & CEO
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OUR WORK Great communities for everyone – brought to you by United Ways Centraides
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OUR THANKS To our Thanks a Million award winners OUR THANKS To United Way Centraide Canada’s donors OUR THANKS To organizations for their financial and other support
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OUR COMMITMENT To responsible stewardship OUR FINANCIALS Report of the independent auditors on the summary financial statements OUR FINANCIALS Financial statements OUR PEOPLE United Way Centraide Canada Board of Directors in 2013 OUR PEOPLE United Way Centraide Canada team members ACROSS CANADA United Ways Centraides operating in Canada
Thanks to the following United Ways Centraides for their contributions to this year’s annual report: United Way Centraide Ottawa l United Way Thompson Nicola Cariboo l United Way Lower Mainland United Way Toronto l United Way Centraide Windsor-Essex County ENERGY. INNOVATION. TRANSFORMATION.
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4 2013 ANNUAL REPORT
PHOTO COURTESY OF UNITED WAY TORONTO
OUR MESSAGE
Message from the Chair, and the President & CEO
DOING THINGS DIFFERENTLY 2013 has been about energy, innovation and transformation at United Way Centraide Canada (UWCC). With the development and United Way Centraide staff endorsement of our strategic directions this year, as a Movement, we have decided to do things differently. This annual report reflects that. Instead of writing both a President’s report and a Chair’s report outlining United Way Centraide Canada’s major accomplishments this year, we decided to create one visual representation of our work in 2013. In it, you will note that we acknowledge six major accomplishments. Namely, our work to further our: • Strategic Directions; • Corporate Relationships;
across the country—in the United Way Centraide Canada office and in United Ways Centraides; in our allied agencies; and with our partners from labour. This is an exciting time for the Movement. We are doing things differently and we look forward to seeing the change this will make in communities across the country. Thank you to everyone who has been part of the energy, innovation and transformation with United Way Centraide Canada in 2013. We couldn’t have done it without you and we look forward to seeing where our work, together, in 2014 will lead. For the moment, we invite you to turn the page and read more about our major accomplishments in 2013. Sincerely,
• Collaborative Models Initiative; • Essential Data Collection; • Learning and Networking; and • our Focus Area Frameworks. We’ve undertaken all this work so that, together, we may strengthen our collective capacity to create: Great communities for everyone! We are extremely pleased and proud to lead and serve the United Way Centraide Movement at this time of great change. We feel honoured to work with such outstanding, dedicated and talented volunteers and staff
Dr. Jacline A. Nyman President and CEO United Way Centraide Canada
Oryssia Lennie Board Chair United Way Centraide Canada
ENERGY. INNOVATION. TRANSFORMATION.
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United Way Centraide Canada: Leading & Serving United Ways Centraides in 2013 In 2013, TOGETHER we created
NEW STRATEGIC DIRECTIONS During 2013, 87 United Ways Centraides (UWCs) participated in the strategic direction setting process. They provided feedback and expertise through their participation in meetings, webinars, the task force, one-on-one conversations, etc.
In 2013, TO G E TH E R we launched
In 2013, TOGETHER we undertook
Over 90% of UWCs in Ontario contributed to this process that:
At our UWCC National Conference, 450+ UWC professionals and volunteers learned from others, inside and outside the Movement, about:
“Our team came back energized, educated, and with a renewed sense of being part of something bigger.”
Providing excellent relationship management with all our stakeholders – from donors through beneficiaries; and
All this so that we may become a
OUR COLLABORATIVE MODELS INITIATIVE
THESE DIRECTIONS WILL CHANGE HOW WE WORK – we’ll become a High Performing System HOW WE LEARN AND SHARE – we’ll become an Intelligent Network HOW WE COMMUNICATE – we’ll create one clear and compelling message. This will allow the vital role of UWCs as impact organizations across the country to be better understood
In November, 93% of UWC responding staff leaders endorsed our 2014-2024 Strategic Directions.
Evaluated our current organizational models; Built a common case for change; Captured our collective organizational values, aspirations, and anxieties; and Co-created proposed new collaborative organizational models for potential implementation.
This work will lead us to become a Powerful Movement so that together we can increase our capacity to create...
ENERGY In 2013, TOGETHER we planned for
INNOVATIVE LEARNING & NETWORKING
90%
Overall, UWCs came together to THINK DIFFERENTLY about how we can work together in order to... Mobilize our collective resources more effectively;
of Ontario
UWCs
CONTRIBUTED
and build even greater capacity to create...
Great communities for everyone – brought to you by United Ways Centraides!
Composed of leaders from 12 UWCs across the country, the NCPTF identified ways to create increased alignment in areas of importance for our national corporate partners.
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2013 ANNUAL REPORT
Areas of focus included: The establishment of new CONSISTENT national leadership giving levels, names and the creation of national leadership giving materials; The creation of a new national APPROACH to account management for select national accounts that are seeking a more strategic and nationally aligned relationship;
In 2013, TO G E TH E R we initiated
The recognition of the need for, and a commitment to, create clear standards, processes and fees associated with the processing of centralized campaigns; and The creation of a framework for a national recognition circle for $25,000+ donors known as the Philanthropists Circle.
UNDERSTAND the breadth of our impact throughout our communities; and
The work of the NCPTF will revolutionize the way we respond to donors so that we may increase our capacity to create...
SHARE the UWC story – who we are, what we do, and the tremendous change we bring about.
Working together as a Movement even more effectively and collaboratively.
High Performing System,
FACTS: 80% of respondents said they would make changes in their work as a result of the conference
Powerful Movement so that we can increase our capacity to create...
OUR FOCUS AREA FRAMEWORKS Deepen our collective understanding of the work of UWCs, both locally and nationally;
This led to the identification of common data measures that will be collected from all UWCs across the country. This in turn will allow us to: Begin to collect aggregated information so that we can show our NATIONAL IMPACT in creating…
Intelligent network and
In 2013, TOGETHER we created
The Focus Area Frameworks serve to:
ESSENTIAL DATA COLLECTION In 2013, a group of colleagues from 6 UWCs and UWCC came together to consider how UWCs could use data to more effectively:
Creating even MORE IMPACT in our communities;
T R A N S F O R M AT I O N
INNOVATION
STRENGTHENED CORPORATE RELATIONSHIPS The National Corporate Partnership Task Force (NCPTF) was established because United Ways Centraides know we must strengthen and deepen our national corporate relationships so that we may increase our community impact.
Together, we create…
Bring clarity and understanding to the complex social issues that underpin our focus areas; Illustrate the type of strategies being undertaken by UWCs across the country; and Provide us with common language to communicate the outcomes many UWCs share across the Movement. The frameworks allow us to take the next step toward being able to demonstrate our NATIONAL IMPACT in creating…
MANY UWCS ARE WORKING TOWARDS THESE OUTCOMES: FROM POVERTY TO POSSIBILITY UWCs help community members build housing stability; food security; and employment and financial security. ALL THAT KIDS CAN BE UWCs help children to increase their: engagement in learning; connectedness and community involvement; and their emotional and physical well-being. HEALTHY PEOPLE, STRONG COMMUNITIES UWCs help community members achieve community engagement; be connected to supports; and achieve personal wellbeing and safety.
ENERGY. INNOVATION. TRANSFORMATION.
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PHOTO COURTESY OF UNITED WAY LOWER MAINLAND
Thanks a Million!
4 2013 ANNUAL REPORT
BIS MOLO IPSAE OUR THANKS ALIQUIAM NONS
Our donors provide the foundation for all the work that we do in communities across Canada. The core of that foundation is formed by the corporations, employers and labour organizations that, together with their employees or members, facilitated raising $1 million or more in support of United Way Centraide in 2013.
Con nonse eaque laceates dolorpor sitatec turiorest undi apis eni odiae • Parks Canada • GE Canada • Agrium Inc. General Motors of Canada Limited • Bell, its employees and retirees nonsenis • atem cuscipsam remand • PCL Construction
We, at United Way Centraide Canada, extend our heartfelt gratitude and sincere appreciation to the following outstanding Thanks a Million award winners:
Their Employees • Best Buy & Future Shop • Gouvernement du am Québec Rae consequ issincti volum sunt quibus a dollectes aceptatur quatem volupta• Blake, Cassels & Graydon LLP G overnment • of Canada Workplace Financial Group • BMO tio con cor alibus autem evellendella dolupidelit pre miniti voluptatur apellibus Charitable Campaign • Brookfield sequiamus. • Great-West Life, London Life and • Cameco Canada Life Border • Canada Siti dolore nisServices molum,Agency quate oditem aut untumquia disquaerum esequi aborrum • Health Canada Revenuetem Agency • Canada eum quidunti harciis ditam rerum ium, que exerent ioreperetirees, labo. ydro-Québec, • Hquid itsvolutat employees, • Canadian Environmental Optam qui omnis eveliquame consequi resunions nullumand dolor mo tem et lam, consedio. associations Assessment Agency BM modi Canada Ltd. sa and its Employees • I alis Nequi cuptate essed quiatureped estio. Et reratur sitae nonsequosant • Canadian Natural Resources Limited and Retirees ipsant, sequam laut volorem nos voluptur? • Cargill Limited • Industrielle Alliance, assurances et • CGI and its employees servicesillit financiers Git fugitatiunto tem a sitis ut plab idus illa volupta apid ut et ma deliti dolorum • Chrysler Canada Inc. • Intact Financial Corporation esequi conectur rat lacerferiore ne sitia sum inciis remporia quiduciduci dunt, occae • CIBC • James Richardson & Sons, que qui dolorat urerem. Ut moluptate voloritas dem facipsa epelese cerehendio • City of Toronto Limited and Affiliated Companies: ellit, quasitasim quosae. Nequi nulparum quis simusa ditestoLimited comnimaio and itsetemployees • CNomnis Richardson International • ConocoPhillips Canada beat etus repuda voles ut alit, aut volum rae Richardson veliqui dessequibus ent esLimited mo que Financialet Group • Costco Canadaaut Ltd. Capital Limited quodWholesale eratur magnatur que planit aut qui Richardson cor alitiaectur? • Deloitte Richardson GMP Limited Corporation • Devon DiamCanada quam estis quident. Tundra Oil & Gas Partnership • Employment and Social Richardson Centre Limited Development Canadadolum qui quam nem rerumqui Optatus a porpos Canadavolorpori utem quam et • Justice dolum • Enbridge Gas Distribution Inc. aut veligenihil• is porepratur? Quiatet derum mostrum KPMG LLP quaeris et posande nobis Inc. • Enbridge • LCBO estio coria eostest eseque none rem aliquibus, sinimi, con non cus, es dis ressere • Enbridge Pipelines Inc. Financial • Manulife con non consequo cum re cumque denihilit, iniendae. Ad quam que quam, te etur • Environment Canada • McCarthy Tétrault se nonseca ecesseque sum remquun daescil mo voluptate re LLP si aut ma consece • Esso Imperial Oil, and their employees • Mouvement Desjardins rovidistios nulpa di alis aut quatum volupti nctur, in perro maios solor asitibus nonse and annuitants / ExxonMobil Canada, • National Bank, its employees andeatheir employees and annuitants coriorro dende cus dit undeliquam aliquatquodi nam, omnis doloreic temquunt and retirees • EY endis earcimil illabo. Ritiur aute volutem rem inulluptatur solupis itioste nosam, ut • National Defence Service Retirees • Federal excest aut eosam hil il molest moluptatio•qui quatus. Nexen Energy ULC • Finning • NOVA Chemicals • Ford Company of Canada, LitMotor alitatur, sum faccatiori denim alit optatus, con nestis sitat moluptatatur as modi Government • Ontario Employees Limited and Employees and Retirees offictatia dolore pratur, quibus seque pre num, tota quam harchil molori rem et • Foreign Affairs, Trade and Development • Osler, Hoskin & Harcourt LLP Canada
• Alberta Union of Provincial Employees (AUPE) Amalgamated Transit Union (ATU) • • Pembina Pipeline Corporation Association of Management, optaturectem hilique et, to et aut qui diti • bla inverun turioris di sintur? Isquis •alit, PepsiCo Beverages Canada Administrative and Professional •dessusam PepsiCo ut Foods Canada a vel ipsant perum et adissit archicit liquis et, quia vendipit quae Crown Employees of Ontario • P ower Corporation of Canada and its magnimusdae verroru ptatat explis cor sin cumqui utas raeFederation culpa con of cum arcium Nurses Union • Canadian employees hil eostrum, sanis dolorerem ipsania voluptat voluptus, quiam eaorganizations consedist qui(CFNU) and its member • Pratt & Whitney Canada and Congress • Canadian consed quas as earum laccus dest rerovid es et ex est queLabour nus modi aces et(CLC) et its employees C anadian Office and Professional • dolore cor maion prae officiam repudam inum soloritatem quatio dite Procter as & Gamble Inc. •laborum Employees Union (COPE) postium ari Government to earum nietEmployees quam iliquo berum, eostist anihicaborro ius doluptium Provincial • C anadian Union of Public Employees • Alberta nitofabore molecta temoluptat a qui blaborias et(CUPE) lam nustrum intus, ipsantus, num P ublic Works and Government Services • voluptissit eum fuga. Nam accum aut porerspedit, il exceata quamus • Citysequisquatem of Toronto Administrative, Canada Professional, esedia nos maios nobit escipsa ndesequ iduntion enimustiaeSupervisory quiberro qui ipis eos • PwC Association Inc. adisquost et ex excest fuga. Fuga. Ulluptatia iducid que sequidempor re, aceperum • RBC • I nternational Association of Fire Fighters hillorruptat magnat vendebit voluptati soluptur, sumqui in cusdae qui optam none • Rio Tinto Alcan Inc. and its employees (IAFF) pra simus perroresed utem et andus doluptio que vel illacculpa voluptat. • Rogers Communications Inc. • I nternational Association of Machinists • Scotiabank and Aerospace Workers (IAM&AW) fuga. Nem sequodi sciasit acest, quodit quost laciet qui quassitiur? Shell Canada Limited •Ehenimilicit • International Brotherhood of Electrical pra natium rem idus sunt Workers apediti busdae •Quiaepe Spectra rumeturecat Energy (IBEW) inum ipsum ea etuSunaniam, Life Financial •sand Union ofquoditat. Public and General • National untem et untusapid ullias ad quidebit et, everisquo Employees and its component unions • Suncor Energy (NUPGE) denemCanada alibus sed sandenectia ento magnimi, Syncrude Ltd.quae perum rem aliqui officip •Obis • Ontario Public Service Employees •tetTalisman Energy Inc. es aditae perum evenihi liquianda dolupta tectest ant, volorum ut et plibeati- Union (OPSEU) TDut Bank Group •usci officia volutem sedignia volorrum voluptatenia nis dolligendam fugiat volut • Public Service Alliance of Canada Teck Resources •volupid Limited ma quunto cum arum atus dis doluptatiat. (PSAC) • The J. Armand Bombardier Foundation • Service Employees International Union & family members, Bombardier Inc. and conseque etum sunto blaborest om Solenesto cum etusaeprerio tes volumqui (SEIU) its employees • Teamsters Canada (TC) plibeatiusci ut officia volutem sedignia volorrum voluptatenia nis dolligendam nim • TransAlta Corporation T he Professional • Institute of The Public derovit id molupta quodit, nulparibus. TransCanada •qui Corporation Service of Canada • United Way Centraide • Uniforquost laciet qui quassitiur? fuga. Nem sequodi sciasit acest, quodit UPS Canada •Ehenimilicit • UNITE Quiaepe rumeturecat pra natium rem idus sunt apeditiHERE busdae inum ipsum ea etu• UPS SCS Canada • United Food and Commercial Workers aniam, untem et untusapid ullias ad quidebit et, everisquo quoditat. •sand WorleyParsons Canada International Union (UFCW) • United Steelworkers (USW) ENERGY. INNOVATION. TRANSFORMATION.
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PHOTO COURTESY OF UNITED WAY TORONTO
OUR THANKS to United Way Centraide Canada’s generous donors United Way Centraide Canada is grateful to the following individual donors and organizations* that have made remarkable contributions to support our mission. By contributing to United Way Centraide Canada, our supporters help us: act as a national voice on social issues; provide leadership and support to United Ways Centraides across the country; and create opportunities for a better life for everyone in our communities. We thank the following individuals and organizations for their generous monetary and in-kind support in 2013:
$20,000+
$1,000 to 9,999
•
•
Bryan Magwood
•
Canada Post
•
Collenette Scott
•
Canadian Online Giving Foundation
$10,000 to 19,999
•
Danny Kermode
•
GlobeScan Incorporated
• Ruth and Marcel Prevost - Legacy gift through insurance policy to benefit UWCC
•
David Weatherseed
•
Goldman Sachs for JP Morgan Chase
•
Dr. Jacline A. Nyman
•
Iron Mountain
•
Jacques Bérubé
•
Leon’s Furniture Limited
•
Jason Machtinger
•
Lyreco (Canada) Inc.
•
Ken Hollingshead
•
Payworks
•
Kim Lockhart
•
Strategic Charitable Giving Foundation
•
Nancy Clifford
•
Suncor Energy Foundation
•
Oryssia Lennie
•
The Calgary Foundation
•
Sharman Naicker
•
The Philip Smith Foundation
•
The Estate of Virginia Schlifer
•
Toronto Social Committee
•
Walter Flasza
•
Unifor Local 2002
•
Shaw Communications Inc.
Praxair Foundation
* Please note that many of these donors and organizations also contributed generously to their local United Way Centraide.
ENERGY. INNOVATION. TRANSFORMATION.
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PHOTO COURTESY OF UNITED WAY LOWER MAINLAND
OUR THANKS to the following organizations for their generous financial and other support: Aimia – for their employees’ donated time and skills to conduct a three day “deep dive” analysis on United Way Centraide data (211 and Social Media).
Research Now – for their execution of our national Brand Perception research study, in partnership with The Strategic Counsel.
BBDO – for their creation of our national Campaign Video (both English and French), an important marketing tool in our fundraising campaigns.
SHOP.CA – for choosing United Way Centraide Canada as its charity of choice and donating a minimum of 0.25% of SHOP.CA net sales.
Corporate Renaissance Group – for their pro bono support of the Achieving Sustainable Impact Together: Building Collaborative Organizational Structures initiative.
The National Post – for donating space in their national edition allowing us to recognize our most valued workplace partners, our “Thanks a Million” award winners.
Great-West Life, London Life and Canada Life – for their financial contribution to create a comprehensive 211-ready database and website in New Brunswick.
The Strategic Counsel – for leading and managing our national Brand Perception research study, providing us with valuable insight and information about the United Way brand.
J. W. McConnell Family Foundation – for their financial contribution to support a Centraide-led review of the leadership and social impact roles played by Centraides in communities across Québec. Michael Arthur – for his financial contribution to United Way Centraide’s 211 program, through the sales of his album Finally Home. Ontario Trillium Foundation – for their financial contribution in support of the Innoweave Impact and Strategic Clarity training program for charitable organizations in Ontario and their support of the Achieving Sustainable Impact Together: Building Collaborative Organizational Structures initiative.
UWCC National Conference Sponsors – for their generous contributions to our 2013 National Conference. Sponsors include: Andar360, ArcelorMittal, Bell Aliant, Canadian Auto Workers (CAW), Canadian Labour Congress, Canadian Union of Public Employees (CUPE), FDC Capital Partners, Fox 40, Halogen Software, Hamilton Community Foundation, HP Canada, Mohawk College, Mondelez International, Nova Networks, Ontario Public Service Employees Union (OPSEU), Paull Rodrigue Glass, Public Service Alliance of Canada (PSAC), PwC, RBC, Scotiabank, SHOP.CA, Tamarack Institute for Community Engagement, The Hamilton Spectator, Tourism Hamilton, United Steelworkers (USW), Xerox.
Public Service Alliance of Canada – for their contribution to our partnership with labour through their loan of our National Director, Labour Programs and Services (2005-2013). ENERGY. INNOVATION. TRANSFORMATION.
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PHOTO COURTESY OF UNITED WAY TORONTO
OUR COMMITMENT to responsible stewardship
United Way Centraide has a long history of responsible stewardship of our community’s resources. We continue to be acknowledged for our best practices promoting openness and accountability, and make our administrative and fundraising costs available to the public. In addition to following the standards set by the Canada Revenue Agency, United Way Centraide Canada has developed its own Transparency, Accountability and Financial Reporting policies, which are intended to ensure the highest degree of transparency and accountability when reporting financial information by member United Ways Centraides. On average, across the country, local United Ways Centraides spend 15 per cent of total revenue on fundraising and administration costs, which means that 85 cents of every dollar raised goes directly back to the community.
PHOTO COURTESY OF UNITED WAY CENTRAIDE OTTAWA
At United Way Centraide, we are mindful of the significant trust placed in us. Maintaining the confidence of our donors and partners through transparency and by following rigorous ethical standards continues to be a top priority.
United Way Centraide Canada is proud to be a member of Imagine Canada, and to be recognized for its leadership role in the non-profit sector.
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12 2013 ANNUAL REPORT
PHOTO COURTESY OF UNITED WAY CENTRAIDE OTTAWA
OUR FINANCIALS Report of the independent auditors on the summary financial statements To the Members of United Way Centraide Canada and United Ways of Ontario – Les Centraide de l’Ontario The accompanying summary financial statements of United Way Centraide Canada and United Ways of Ontario – Les Centraide de l’Ontario, which comprise the summary statements of financial position as at December 31, 2013 and the summary statements of operations for the year then ended, and related notes, are derived from the audited financial statements, prepared in accordance with Canadian accounting standards for not-forprofit organizations, of United Way Centraide Canada and United Ways of Ontario – Les Centraide de l’Ontario as at and for the year ended December 31, 2013. We expressed an unmodified audit opinion on those financial statements in our reports dated March 29, 2014. The summary financial statements do not contain all the disclosures required by Canadian generally accepted auditing standards applied in the preparation of the audited financial statements of the United Way Centraide Canada and United Ways of Ontario – Les Centraide de l’Ontario. Reading the summary financial statements, therefore, is not a substitute for reading the audited financial statements of United Way Centraide Canada and United Ways of Ontario – Les Centraide de l’Ontario.
Management’s Responsibility for the Summary Financial Statements Management is responsible for the preparation of a summary of the audited financial statements on the basis described in note 1.
Auditors’ Responsibility Our responsibility is to express an opinion on the summary financial statements based on our procedures, which were conducted in accordance with Canadian Auditing Standard (CAS) 810, “Engagements to Report on Summary Financial Statements.”
Opinion In our opinion, the summary financial statements derived from the audited financial statements of United Way Centraide Canada and United Ways of Ontario – Les Centraide de l’Ontario as at and for the year ended December 31, 2013 are a fair summary of those financial statements, in accordance with the basis described in note 1.
KPMG LLP Chartered Professional Accountants, Licensed Public Accountants March 29, 2014 Ottawa, Canada
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2013 ANNUAL REPORT Summary Statements of Financial Position As at December 31, 2013, with comparative information for 2012 United Way Centraide Canada 2013
2012
$
$
ASSETS Cash
1,104,582
1,078,747
Short-term investments
405,234
502,003
Amounts receivable
272,192
66,648
Prepaid expenses
21,353
33,844
1,803,361
1,681,242
Tangible capital and intangible assets
123,134
199,312
Investment in life insurance
58,208
57,014
1,984,703
1,937,568
1,039,258
822,200
LIABILITIES AND NET ASSETS Liabilities Accounts payable and accrued liabilities Deferred contributions Leasehold inducement Deferred revenue – life insurance
241,552
272,302
1,280,810
1,094,502
19,413
29,542
58,208
57,014
1,358,431
1,181,058
Unrestricted
522,551
586,740
Invested in tangible capital and intangible assets
103,721
169,770
626,272
756,510
1,984,703
1,937,568
Net assets
See accompanying notes to summary financial statements.
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2013 ANNUAL REPORT
2013 ANNUAL REPORT Summary Statements of Financial Position As at December 31, 2013, with comparative information for 2012 United Ways of Ontario – Les Centraide de l’Ontario 2013
2012
$
$
3,902
13,291
—
481
3,902
13,772
2,466,394
2,247,826
2,470,296
2,261,598
18,345
28,758
2,451,951
2,232,840
2,470,296
2,261,598
ASSETS Cash Accounts receivable
Investments
LIABILITIES AND NET ASSETS Liabilities Accounts payable and accrued liabilities Net assets Unrestricted
See accompanying notes to summary financial statements.
ENERGY. INNOVATION TRANSFORMATION.
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2013 ANNUAL REPORT Summary Statements of Operations For the year ended December 31, 2013, with comparative information for 2012 United Way Centraide Canada 2013
2012
$
$
3,827,488
3,807,137
REVENUE Membership dues Fees and contributions
571,049
397,901
Donations
124,119
202,173
Project contributions
43,880
25,187
Interest
22,071
13,784
Miscellaneous
19,054
10,015
4,607,661
4,456,197
Salaries and employee benefits
2,956,450
2,913,791
Conferences, meetings and travel
641,830
401,902
Professional and consulting fees
346,347
345,222
EXPENSES
Office
312,501
339,572
United Way Worldwide
217,970
198,447
Amortization of tangible capital and intangible assets
105,674
104,888
Board of Directors’ meetings and travel
94,370
89,363
Other services
56,055
57,985
Projects
6,702
25,187
4,737,899
4,476,357
Deficiency of revenue over expenses
(130,238)
(20,160)
Net assets, beginning of year
756,510
776,670
Net assets, end of year
626,272
756,510
See accompanying notes to summary financial statements.
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2013 ANNUAL REPORT
2013 ANNUAL REPORT Summary Statements of Operations For the year ended December 31, 2013, with comparative information for 2012 United Ways of Ontario – Les Centraide de l’Ontario 2013
2012
$
$
335,374
166,658
4,400
4,000
–
13,640
339,774
184,298
111,728
60,504
8,935
4,823
120,663
65,327
219,111
118,971
REVENUE Investment income Contribution from United Way Centraide Canada Other EXPENSES Conference, meetings, and travel Other
Excess of revenue over expenses Unrestricted net assets - beginning of year
2,232,840
2,113,869
Unrestricted net assets - end of year
2,451,951
2,232,840
See accompanying notes to summary financial statements
Notes to Summary Financial Statements – Year ended December 31, 2013 United Way Centraide Canada was incorporated on April 1, 1972 under the Canada Corporations Act. United Way Centraide Canada is the national voice for the United Way Centraide Movement in Canada and internationally and in addition provides leadership and support to its members in achieving a shared mission to improve lives and build community by engaging individuals and mobilizing collective action. United Way Centraide Canada is a registered charitable organization for purposes of the Income Tax Act (Canada) and as such is not subject to income tax and is able to issue donation receipts for income tax purposes. United Ways of Ontario - Les Centraide de l’Ontario was officially established as a regional association under the legal auspices of United Way Centraide Canada on November 6, 1983. All assets of United Ways of Ontario Les Centraide de l’Ontario are administered as trust funds by United Way Centraide Canada solely for the benefit of the United Ways Centraides who are the members of
United Ways of Ontario - Les Centraide de l’Ontario. In the event that United Ways of Ontario - Les Centraide de l’Ontario ceases to operate, or there is a change in operations, such that some or all of the assets are no longer required, the remaining assets will be distributed to the member United Ways Centraides on a proportional basis to their original contribution. 1. Summary financial statements: The summary financial statements are derived from the complete audited financial statements, prepared in accordance with Canadian accounting standards for not-for-profit organizations, as at and for the year ended December 31, 2013. The preparation of these summary financial statements requires management to determine the information that needs to be reflected in the summary financial statements so that they are consistent, in all material respects, with or represent a fair summary of the audited financial statements.
These summarized financial statements have been prepared by management using the following criteria: (a) whether information in the summary financial statements is in agreement with the related information in the complete audited financial statements; and (b) whether,in all material respects, the summary financial statements contain the information necessary to avoid distorting or obscuring matters disclosed in the related complete audited financial statements, including the notes thereto. Management determined that the statements of changes in net assets and cash flows do not provide additional useful information and as such has not included them as part of the summary financial statements. The complete audited financial statements of United Way Centraide Canada and United Ways of Ontario – Les Centraide de l’Ontario are available upon request by contacting these organizations.
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PHOTO COURTESY OF UNITED WAY WINDSOR ESSEX
OUR PEOPLE United Way Centraide Canada Board of Directors in 2013 OFFICERS
Audit Committee
Chair* (Jan-May 2013) Past Chair (May-Dec 2013) Peter Doig
Chair Walter Flasza
Chair* (May-Dec 2013) Senior Vice Chair (Jan-May 2013) Oryssia Lennie Vice Chair (Vacant) Treasurer Kingsley Bowles Secretary (Jan-May 2013) Michelle Laurie Interim Secretary (May-Dec 2013) François Marcoux President & CEO (non-voting member) Dr. Jacline A. Nyman
DIRECTORS
Alnasir Samji Andrew Murphy (Jan-May 2013) Charmian Love (May-Dec 2013) Dennis Jackson François Gilbert (Jan-May 2013) François Mercier Ivan Watson Kelly Harrington Marc Doucette Michael MacIsaac Motilall Sarjoo (May-Dec 2013) Rachel Larabie-LeSieur Tammy Holland Walter Flasza Yuri Fulmer (May-Dec 2013)
STANDING COMMITTEES Executive Committee Chair Oryssia Lennie Members Kingsley Bowles Peter Doig Rachel Larabie-LeSieur Walter Flasza
Members Dennis Jackson François Mercier Kingsley Bowles Oryssia Lennie
Members Marc Doucette Oryssia Lennie Rachel Larabie-LeSieur Tammy Holland
211 Canada Transition Committee
Members Alnasir Samji François Marcoux Michael MacIsaac Oryssia Lennie Peter Doig
Chair Tammy Holland Members Chuck Hartlen Debra Shime Jacques Castonguay Ken Howland Marc Doucette Myrna Holman Oryssia Lennie Rosanna Thoms
Performance Review Committee
Public Policy / Advocacy Working Group
Governance Committee Interim Chair Dennis Jackson
Chair Peter Doig Members Kingsley Bowles Oryssia Lennie
ADHOC COMMITTEES Membership Committee Interim Chair Marc Doucette Members Alnasir Samji François Gilbert François Mercier Kelly Harrington Oryssia Lennie Tammy Holland
Communications Committee Chair Ivan Watson
Chair François Marcoux Members Alnasir Samji Oryssia Lennie Peter Doig Rachel Larabie-LeSieur *The Chair of the Board is an ex-officio voting member of all committees of the Board.
Strategic Planning Task Force Co-Chairs Anne Smith President & Chief Executive Officer, United Way Alberta Capital Region Kingsley Bowles Treasurer, United Way Centraide Canada Board of Directors Director, United Way Winnipeg Board of Directors
Members Andrew Lockie Chief Executive Officer, United Way London & Middlesex Brian Duplessis Executive Director, United Way Centraide Central New Brunswick Ivan Watson Director, United Way Centraide Canada Board of Directors Senior Communications Advisor, United Way Greater Victoria Board of Directors Dr. Jacline A. Nyman President & Chief Executive Officer, United Way Centraide Canada Jean Camerlain Executive Vice-President & Chief Operating Officer, Centraide Greater Montréal Jeff Pearson Vice Chair, United Way Calgary and Area Board of Directors Joanne Grant Chief Executive Officer, United Way Regina Marcel Lauzière President & Chief Executive Officer, Imagine Canada Michelle Laurie Secretary (Jan-May 2013) United Way Centraide Canada Board of Directors Peter Doig Past Chair, United Way Centraide Canada Board of Directors Pierre Métivier President & Chief Executive Officer, Centraide Québec et ChaudièreAppalaches Susan McIsaac President & Chief Executive Officer, United Way Toronto ENERGY. INNOVATION. TRANSFORMATION.
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1st row (left to right) Bill Wright Marie-Josée Rosset Miranda Aubin Jacline A. Nyman Nicole Hurtubise Dan Clement Bethany Sutton Gabrielle Boissonneault
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2013 2013 ANNUAL ANNUAL REPORT REPORT
2nd row (left to right) Louise Powell-McCarthy Kim Lockhart Sharon Lupton Kayt Render Jeff Turner
3rd row (left to right) Robert Bédard Andrew Strutt Poya Kherghehpoush Bill Morris Brennan Heath Sylvain Beaudry Daniel Manseau Jacques Bérubé Mohammad Aryaie Paul Totten
Absent Diane Dumont Eva Kmiecic
OUR PEOPLE United Way Centraide Canada Team Members Executive Team
Management Team
Dr. Jacline A. Nyman President and CEO
Daniel Manseau Vice-President, Quebec / ACQ
Eva Kmiecic Senior Vice President (on leave)
Bethany Sutton National Director, Marketing and Communications
Dan Clement Executive Vice-President Nicole Hurtubise Vice-President, Business Intelligence Sylvain Beaudry Vice-President, Finance and Operations Louise Powell-McCarthy Associate Vice President, Governance and Networks Paul Totten Associate Vice-President, Business and Technology Solutions
Bill Morris National Director, 211 Canada & Public Policy Jacques Bérubé National Director, Membership Accountability Jeff Turner National Director, Resource Development Kim Lockhart National Director, Talent Management & Learning Partnerships
Operations Team Sharon Lupton National Director, Labour Programs and Services Robert Bédard Senior Manager, Office of the President & CEO Kayt Render Program Manager, Community Impact Practices and Initiatives Miranda Aubin Manager, Accounting Poya Kherghehpoush Program Manager, Organizational Business Models and Initiatives
Andrew Strutt Coordinator - United Ways of Ontario Bill Wright Network & Systems Administrator Brennan Heath Marketing and Communications Officer Diane Dumont Translator Gabrielle Boissonneault Community Animator Marie-Josée Rosset Translator Mohammad Aryaie Data Modeling and Research Analyst
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PHOTO COURTESY OF UNITED WAY TORONTO
ACROSS CANADA United Ways Centraides operating in Canada In 2013, there were 108 United Ways Centraides operating in Canada, in addition to our National Office. Alberta
United Way Alberta Capital Region United Way Calgary and Area United Way Central Alberta United Way Fort McMurray United Way Alberta Northwest United Way Hinton United Way Lakeland United Way Lethbridge & South Western Alberta United Way Lloydminster & District United Way Slave Lake United Way South Eastern Alberta
British Columbia
United Way Central & South Okanagan/Similkameen United Way Central & Northern Vancouver Island United Way Cowichan United Way Cranbrook and Kimberley United Way Fraser Valley United Way Greater Victoria United Way Lower Mainland United Way North Okanagan Columbia Shuswap United Way Northern British Columbia United Way Powell River & District United Way Thompson Nicola Cariboo United Way Trail and District
Manitoba
United Way Brandon & District Inc. United Way Carberry & North Cypress United Way Morden and District United Way Neepawa & District United Way Portage Plains United Way Winkler & District United Way Winnipeg
New Brunswick
United Way Centraide Greater Moncton and Southeastern New Brunswick Region United Way Central New Brunswick / Centraide Région du Centre du Nouveau-Brunswick United Way Saint John, Kings & Charlotte
Newfoundland and Labrador
United Way Newfoundland & Labrador
Northwest Territories
United Way Northwest Territories
Nova Scotia
United Way Cape Breton United Way Colchester County United Way Cumberland County United Way Halifax United Way Lunenburg County United Way Pictou County
Ontario
United Way Brant United Way Bruce Grey United Way Burlington & Greater Hamilton United Way Cambridge & North Dumfries United Way Centraide Ottawa United Way Centraide Prescott-Russell United Way Centraide Stormont, Dundas & Glengarry United Way Centraide Sudbury and/et Nipissing Districts United Way Centraide Windsor-Essex County United Way Chatham-Kent United Way City of Kawartha Lakes United Way Cochrane-Timiskaming
United Way Durham Region United Way Elgin-St. Thomas United Way Greater Simcoe County United Way Guelph Wellington Dufferin United Way Haldimand and Norfolk United Way Halton Hills United Way Kingston, Frontenac, Lennox & Addington United Way Kitchener Waterloo & Area United Way Lanark County United Way Leeds & Grenville United Way London & Middlesex United Way Milton United Way Niagara Falls & Greater Fort Erie United Way Northumberland United Way Oakville United Way Oxford United Way Peel Region United Way Perth-Huron United Way Peterborough & District United Way Quinte United Way Renfrew County United Way Sarnia-Lambton United Way Sault Ste. Marie & district United Way South Niagara United Way St. Catharines & District United Way Thunder Bay United Way Toronto United Way York Region
Prince Edward Island
United Way Prince Edward Island
Québec
Centraide Abitibi Témiscamingue et Nord-du-Québec Centraide Bas-Saint-Laurent Centraide Centre-du-Québec Centraide Duplessis Centraide Estrie Centraide Gaspésie Îles-de-la-Madeleine Centraide Gatineau-LabelleHautes-Laurentides Centraide Greater Montreal Centraide Haute-Côte-Nord/Manicouagan Centraide KRTB-Côte-du-Sud Centraide Lanaudière Centraide Laurentides Centraide Mauricie Centraide Outaouais Centraide Québec et Chaudière-Appalaches Centraide Richelieu-Yamaska Centraide Saguenay-Lac-St-Jean Centraide Sud-Ouest du Québec
Saskatchewan
United Way Battlefords United Way Estevan United Way Regina United Way Saskatoon & Area United Way Swift Current United Way Weyburn & District United Way Yorkton & District
Yukon
United Way Yukon
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United Way Centraide Canada I 56 Sparks Street, Suite 404 I Ottawa, Ontario (Canada) K1P 5A9 Phone: 613-236-7041; 1-800-267-8221 I Fax: 613-236-3087 Web site: www.unitedway.ca I Email: info@unitedway.ca 28
2013 ANNUAL REPORT
PHOTO COURTESY OF UNITED WAY CENTRAIDE WINDSOR ESSEX
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