WE LIVE UNITED ANNUAL REPORT 2014-2015 From the CEO...

Dear Friends:

What a great year this has been for United Way and it has been a pleasure to serve first as Interim Executive Director and now as President/CEO. I cannot say thank you enough to the United Way staff, Board of Directors and all of the United Way volunteers.

Our campaign theme for 2014-2015, “Become a Part of our Story,” highlighted how United Way had positively impacted so many in our community. From donors, community partners, volunteers and the business community, it was fun to hear them tell their United Way “story”. The campaign, under the leadership of Billy Browning, Susan Yarrow, along with the entire Campaign cabinet was a great success as was our 12th annual Home Sweet Home raffle. Tracie Fowler, CEO In any community, education, income and health are the building blocks for opportunity. Education is essential to getting and keeping a job with a wage that can sustain a family and has health benefits. An income that can cover today and save for tomorrow builds a family’s solid foundations. Good health helps children stay on track at school and adults be productive at work The money raised from these two campaigns will continue to support initiatives designed to improve education, provide financial stability for families and promote healthy lifestyles.

While I am proud of our work in the community, there is much more to be accomplished. The United Way can only be successful with the continued support of a caring community. Thank you for your continued generosity and I hope we can continue to count on you to make next year even better.

Tracie Fowler | Chief Executive Officer

Board of Directors Russ Hendley Susan Slaughter Billy Browning Chair Past Chair Campaign Chair Hattiesburg Coca-Cola Hattiesburg Clinic, PA Mississippi Power Company Bottling Co.

Susan Yarrow Karen Griffis Samantha Andrus Shawn Harris Richard Topp Pacesetter Secretary/Treasurer Communication Community Impact Audit Committee Campaign Chair Regions Committee Chair Committee Chair Chair Hattiesburg Clinic, PA Hattiesburg Clinic, PA Regions Nicholson & Co., PLLC

Allen Anderson, Anderson Retail Temple Bennett, Community Volunteer Mary Dayne Gregg, Retiree Dr. Scott Hummel, William Carey University Jana Bryant, Georgia Pacific Terrell Grindle, Nicholson & Company, PLLC Gene Owens, Owens Business Machines Dave Bush, The First Greg Hodges, Hancock Bank Wren Hood, Hood Companies Sam Buchanan, MS Center for Legal Services Joe Stevens, Wise, Carter,Child & Patricia Burchell, Forrest/Perry County DA Leahne Lightsey, Petal Education Foundation Caraway, P.A. Nancy Carpenter, Forrest Health Marcia Line, Community Volunteer Greg Thrash, Johnson Controls Mary Moore Conville, Conville and Conville Mike Neuendorf, Merit Health Wesley Leigh Ann Underwood, Southern Troy Daniels, Forrest Health Sarah Newton, Albert & Associates Bone & Joint Roman Galey, SouthGroup Insurance Mike Ratliff, Johnson, Ratliff & Waide PLLC Benny Waddle, BancorpSouth Bill Granberry, Richton Bank & Trust Janice Robinson, SEMRHI Dave Ware, Southern Anesthesia Cassie Hicks, The University of Southern Wes Rouse, Magnolia State Bank Jim Wild, Regions Mississippi Dora Willis, Retiree Valencia Williamson, Area Development Partnership Willie B. Sims, Jr., Willie Sims, CPA, PLLC 2 Committee Members

Campaign Cabinet Communication Committee

Billy Browning, Chair, Mississippi Power Co. Samantha Andrus, Chair, Hattiesburg Clinic, PA Susan Yarrow, Pacesetter Chair, Hattiesburg Clinic, PA Emily Bond, Community Volunteer Clyde Bryant, State Farm Insurance Agency Inc. Kathy Bullock, Hattiesburg American Chris Martin, Hattiesburg Clinic, PA Meghan Burk, Southeast Mississippi Rural Health Greg Thrash, Johnson Controls Leigh Canoy, Orthopaedic Institute Patricia Burchell, Forrest/Perry County DA Brooke Gortmaker, Raanes Capital Connie Keene, Investigator, Forrest County DA Connie Amber Ross Hartfield, Merit Health Wesley Marcus Robinson, Magnolia State Bank Bill Hickman, Community Volunteer Nadine Coleman, Petal School System Catherine Lott, DuBard School for Language Disorders Roman Galey, SouthGroup Insurance Ann Marie Mapp, Hattiesburg Convention Commision Sarah Case-Price, The Children’s Center for Natasha McLeod, Hattiesburg American Communication & Development Leif Munkel, Southern Pine, Electirc Power Association Linda Nary, Community Bank Zachary Rigby, Regions Community Impact Committee Alexis Smith, Community Volunteer Joy Snowden, The Venue @ The Bakery Building Luis Solis, WHLT/CBS 22 Shawn Harris, Chair, Regions Katie Townsend, Hattiesburg Clinic, PA Lora Anderson, Zeon Chemical Liz Cotten, Hattiesburg American David Arnold, Community Volunteer Ione Bond, Community Volunteer Julia Brown, Pine Belt Mental Healthcare Dave Bush, The First Nadine Coleman, Petal School System Judi Collins, Community Volunteer Annette Davenport, Community Volunteer Wendy Farrell, Community Volunteer Tina Gibbs, BancorpSouth Mary Dayne Gregg, Community Volunteer UW Staff Debbie Haskin, The University of Southern Mississippi Shawn Harris Richard Topp Tracie Fowler Community Impact Audit Committee Carolyn Karlovich, Lowes Committee Chair Chair Demaris Lee, ServiceMaster of Hattiesburg, Inc. President/CEO Regions Nicholson & Co., PLLC Marcia Line, Community Volunteer Pam Peterman, The First Staci Cox Rev. Steve Ramp, Westminister Presbyterian Church Marketing & Communications Director Julis Russum, Hattiesburg Clinic, PA Kemi Simmons, Grand Bank Renita Hatten Susan Yarrow, Hattiesburg Clinic, PA Finance & Administrative Coordinator

Finance Committee Amanda Lamb Resource Development Director

Karen Griffis, Chair, Regions Elizabeth Winton Troy Daniels, Forrest Health Director, Volunteer Hattiesburg Wes Rouse, Magnola State Bank Willie B. Sims, Jr., Willie Sims, CPA, PLLC 3 Leadership Donors

CRYSTAL SOCIETY Gifts of $1,000 to $1,499

Mr. and Mrs. Doug Peterman Mr. and Mrs. Alex H. Agnew Mr. and Mrs. Shawn Harris Mr. and Mrs. Carl Peterson Mr. and Mrs. Mickey Allen Mr. and Mrs. Barry Haywood Dr. and Mrs. Joseph Phillips Dr. Julian and Heather Allen Dr. Wendell Helveston Mr. and Mrs. Louis Poynter Diane Ashley Arlis Hicks Mr. Edward H. Purcell Dr. and Mrs. Kirk Banquer Mr. Jimmy Hopkins Mary Ann Purvis Dr. and MRs. Rocco Barbieri Dr. and Mrs. Craig S. Howard Justice Mike and Kathy Randolph Mr. and Mrs. Bruce Barnes Mr. and Mrs. Rucker Howell Dr. and Mrs. David Richardson Dr. Stephen and Judge Dawn Beam Mr. and Mrs. Hugh M. Howell, Jr. Dr. Brian and Heather Rifkin Dr. and Mrs. Bill Bowles Mr. and Mrs. Milan Hoze Dr. and Mrs. Paul Rocconi Mr. and Mrs. Garry M. Breland Toni Hudson Mr. and Mrs. Wes Rouse Mr. and Mrs. Jerome Brown Angela Huggins Jana Bryant Dr. Wayne A. Hughes Dave Bush Dr. and Mrs. Scott Hummell Dr. Margaret Buttross Brinegar Gwen James Drs. Barbara and George Carter Dr. John Jones Deborah Gambrell Chambers Dr. and Mrs. Tommy King Dr. and Mrs. Richard Conn Mr. and Mrs. Steve Knight Mr. and Mrs. Ward Conville Mrs. Michael Land Mr. and Mrs. Mark Crosby Pati Landrum Mr. and Mrs. Troy Daniels Mr. and Mrs. John W. Lee, Jr. Ms. Martha Dearman Dr. and Mrs. Robert Lochhead Dr. Cynthia Easterling Mary M. Loughman Ked N. Eccles-James Dr. and Mrs. Aubrey Lucus Alexis De Tocqueville Society J. Brad and Lisa Edwards Drs. Alan and Melinda Lucus Gifts of $10,000 or more Dr. ad Mrs. Steven Farrell Dr. Maureen K. Martin Mr. and Mrs. Lee Fedric Mr. and Mrs. David Masters Platinum Society Dr. Nollie Felts Mr. and Mrs. Victor Mattson Gifts of $5,000 to $9,999 Jerry Fenton Mr. Harry McArthur Elizabeth Flynn Dr. and Mrs. Daniel McCall Mr. and Mrs. L.Y. Foote, Jr. George E. McGee, M.D. Diamond Society Mr. and Mrs. Joey Ford Mr. and Mrs. Mike McMahan Gifts of $2,500 to $4,999 Grace P. Ford Mr. and Mrs. Frank McWhorter Dr. and Mrs. Thomas Messer Mr. and Mrs. Frank Fowler Sterling Society Mr. and Mrs. W. David Gallaspy Brent Mills Mr. and Mrs. Greg Garraway Chad Newell Gifts of $1,500 to $2,499 Dr. John Gaudet Dr. and Mrs. Joe Paul Mr. and Mrs. Ricky Gibson Crystal Society Ray Gilbert Gifts of $1,000 to $1,499 Mr. and Mrs. John Griffith

4 Crystal Society Leadership Donors Sterling

Society STERLING SOCIETY DIAMOND SOCIETY 115 Gifts of $1,500 to $2,499 Gifts of $2,500 to $4,999 45 Mr. and Mrs. Jeff Allen Diamond Dr. and Mrs. Theodore Atkinson Society Mr. and Mrs. James Bacchus Mr. and Mrs. Keith Barrett Hugh Bolton Mr. and Mrs. David Burchel 19 Mr. and Mrs. Billy Browning Mr. and Mrs. Evan Dillard Mr. and Mrs. Gene Carothers Mr. and Mrs. Glenn Galey Mr. and Mrs. Mike Collins Mr. and Mrs. C.D. Galey Platinum Dr. and Mrs. Dean Cromartie Mr. and Mrs. Neal Griffis Tom Duff Dr. and Mrs. Robert Heath Society 1 Quenyatta Echols-Williams Mr. and Mrs. Douglas A. Jones C.T. Finnegane Mr. and Mrs. Ed Langton Alexis De Dr. and Mrs. Jerry Q. Gilder Mr. and Mrs. Morgan McCarty 3 Dr. Hilton L. Gillespie, Jr. Mrs. Katie Rose McClendon Tocqueville Dr. James W. Griffin, Jr. Mr. and Mrs. Steve Moore Society Dr. and Mrs. William H. Gullung Mr. and Mrs. Duane Raanes Dr. D. Harry Halliwell Mr. and Mrs. Marvin Shemper Mr. and Mrs. William Highsmith Dr. and Mrs. William B. Strong Dr. and Mrs. Bo Hrom Mrs. Fred Tatum Mr. and Mrs. Joseph Hurston Mr. and Mrs. Richard Topp Mr. and Mrs. Terry Lacy Dr. and Mrs. Alphonso Willis CRYSTAL SOCIETY Mr. and Mrs. Paul Laughlin Gifts of $1,000 to $1,499 Mr. and Mrs. W. Holt McMullan Mr. and Mrs. Hayden Mitchell Sarah Morgan Dr. and Mrs. Douglas Rouse Dr. and Mrs. Barry Morris PLATINUM SOCIETY Cynthia K. Scott Mr. and Mrs. Gene Owens Gifts of $5,000 to $9,999 Mr. and Mrs. Jay Slaughter Mr. and Mrs. Louis Pace Mr. and Mrs. Lavon Smith Cindy Pennington Lance and Marcia Line Mr. and Mrs. W. Kenneth Stevens Mr. and Mrs. Carey Robbins Mr. and Mrs. Ken Temple Mr. and Mrs. Marcus Robinson Betty Thomas Dr. and Mrs. Glenn B. Ruffin ALEXIS DE Dr. Douglas F. Thomas Mr. and Mrs. Larry Russum TOCQUEVILLE SOCIETY Drs. James and Sherry Turner Mr. and Mrs. Mickey Ryan Gifts of $10,000 or more LTC and Col Frederick and Sheila Dr. and Mrs. Robert C. Sevier Varnado Mr. and Mrs. Akbar Shaheed One anonymous donor Mr. and Mrs. Benny Waddle Dr. and Mrs. J. Larry Smith Carolyn and Warren Hood Diane Walker Mr. and Mrs. Howard Stroud The Betty Reuben Kendrick Mr. and Mrs. Tracy Warden Mr. and Mrs. Tommy Thornton Conservation Trust Drs. Joseph and Elizabeth Dr. Georgia M. Wahl Washburne Dr. and Mrs. Greer Whitacre Mr. and Mrs. Ted J. Webb Dr. Denis Wiesenburg Mr. and Mrs. Larry Winborne Mr. and Mrs. Jim Wild Lai Wong Mr. and Mrs. Dawson Wilkerson Chris Wooten Dr. Suyon Rhee and Mr. Young Yu Mr. and Mrs. Rod Woullard Mr. and Mrs. Jason Yates Francis and Kathy Yadrick Zipple

5 Investors

Listed in alphabetical order

32 degrees Hattiesburg American Stuart C. Irby Company Abbot Labs Hattiesburg Area Habitat for Humanity The Family Y + Aldersgate Mission Hattiesburg Clinic, PA # The First + American Red Cross, South- Hattiesburg Coca-Cola Bottling The Salvation Army Mississippi Chapter Company + The University of Southern Mississippi + Anderson Design Center # Hattiesburg Convention and Tourism Trustmark National Bank Area Development Partnership Commission Shafer Center for Crisis Intervention AT&T Hattiesburg Public Schools Target Bancorp South # Hunt-Southland Refining United Way of Southeast Mississippi Bank of America International Paper UPS Belk Johnson Controls Walmart.Com Berry Plastics Johnson and Johnson Walmart #887- Petal Best Buy Kohler Company Walmart #916- Highway 98 Big Brothers Big Sisters Lamar County Schools Walmart #1168- Columbia Children’s Center for Communication- Lumberton Public School District Walmart #2717- Highway 49 and Development # Magnolia State Bank Wesley Medical Center Christian Services # Merchants Food Service William Carey University Citizens Bank Mississippi Power # Zeon Chemicals # City of Hattiesburg + Moore Funeral Home + City of Petal Nationwide Insurance Coldwell Banker, Don Nance, Inc. Neel-Schaffer Realtors Nicholson & Co. Combined Federal Campaign (CFC) Nissan Comcast Cable O’Reilly Auto Parts Community Bank Parsons Corporation Copy Cats Printing Pearl River Community College + indicates Top Division Dixie Electric Power Association # Perry County Schools Do It Best Corp. Petal School District campaign Domestic Abuse Family Shelter Pine Belt Mental Healthcare D.R.E.A.M. of Hattiesburg Resources # Dr. Pepper/Snapple Group PriorityOne Bank indicates Pacesetter DuBard School for Language Regions # organization Disorders R3SM Eli Lilly Rain CII indicates corporate ExxonMobil Sam’s Club FedEx South Mississippi Children’s Center dollar-for-dollar match Forrest County South Mississippi Electric Power Forrest County Department of Association Human Services South Mississippi Planning & Forrest County Schools Development District Forrest General Hospital + # South Mississippi State Hospital Georgia-Pacific Leaf River Cellulose + Southeast Mississippi Rural Health Initiative # Girl Scouts of Greater Mississippi Southern Bone & Joint Specialists + Glaxo Smith Kline SouthGroup Insurance Grand Bank for Savings Spectra Energy Green Eye Institute Hancock Bank 6 Financial Position

Statement of Financial Position (Year Ending March 31, 2015) Assets

Current Assets:

Cash $ 267,280 Certificate of Deposit 126,000 Investments 589,042 Pledge Receivable (Net of Allowance) 608,124 Total Current Assets 1,590,446

Fixed Assets:

Building and improvments 218,659 Furniture and equipment 94,058 Less accumulated depreciation (146,486) Total Fixed Assets 166,231

Total Assets $ 1,756, 677

Liabilities and Net Assets

Current Liabilities: Accounts payable $ 1,702 Accounts payable- Agency Allocations (Designated) 148,496 Accrued Payroll 10,513 Retirement Plan Payable 10,285 Total Liabilities 170, 996

Unrestricted Net Assets: Board Designated 726,209 Undesignated 792,503 Total Unrestricted Net Assets 1,518,712

Temporary Restricted Net Assets 66,969 Total Net Assets 1,585,681

Total Liabilities and Net Assets $ 1,756,677

7 Education

Education is the first step across the opportunity divide.

#Education

#Financial Stability

United Way supports solutions that help everyone thrive and create healthier communities.

#Support Services

#Health

United Way focuses on lasting income solutions to help people build skills necessary to provide financial stability and support services. United Way of Southeast Mississippi United Way

8 Education

... is the first step across the opportunity divide.

Mission Partners and Programs

• All kids deserve the opportunity to reach their • Aldersgate Mission full potential and become the next leaders in • Big Brothers Big Sisters of the Pine Belt our community. • Boy Scouts of America (Pine Burr Area Coun- cil) • Giving kids the skills to succeed in school sets • The Children’s Center for Communication and them up for lifelong success and lays a foun- Development dation that will span generations to come. • DuBard School for Language Disorders • Girls Scouts of Greater Mississippi Education • The Salvation Army Boys and Girls Club Opportunity

“United Way is one joint effort where we can all United Way Stories.. come together and give to many agencies at one time. It’s a great opportunity to give and help others.”

United Way has been a part of Stephanie Hoze’s story for almost 30 years. She first became involved with United Way as a donor when she was a teacher in the Perry County School District in the early 1980s. In 1987 she began volunteering her time to help with the school district’s campaign. Although Hattiesburg Public Schools District has the majority of its students on free or reduced lunch, this does not dampen the generosity of the staff and students. The school district is consistently one of United Way of Southeast Mississippi’s top 10 campaigns every year. Stephanie Hoze

9 Education works to create... Financial Stability & Support Services Families on solid financial ground are more likely to:

• Have access to good-quality heath care • Provide a good education for their kids • and contribute to our local economy.

That is why United Way focuses on lasting in- come solutions (that go beyond charity) to help people build skills and education necessary to provide financial stability. Education Partners and Programs FINANCIAL STABILITY Builds skills • Hattiesburg Area Habitat for Humanity • R3SM (Recover,Rebuild, Restore Southeast for Financial Mississippi) • The Carpenter’s Helper Stability SUPPORT SERVICES • American Red Cross • Christian Services, Inc. Median household income: Persons below poverty level:

*According to the United States 22.7% Census Bureau $39,031 $53,046 Mississippi 15.4% Mississippi USA USA

“The reason I give is because I was a recipient, and I know how it feels to receive in a time of need. I would like a chance to repay the debt.” When Jimmy Douglas was a senior in high school, a tornado destroyed his house. It was during this difficult experience that United Way be- came a part of Jimmy’s life story. As his family worked to pick up the pieces – literally and emotionally – The Salvation Army was there to feed everyone. Jimmy Douglas

11 Financial Stability & Health Support Services The impact of poor health is felt across the community as a whole.

Children who are absent from school because of sick days won't do as well in school, work or life.

Helping people make choices that promote healthy lifestyles and broadening access to health care are only part of the solution.

United Way supports solutions that help everyone thrive and create healthier communities that improve our collective quality of life Partners and Programs

• The Family YMCA of Southeast Mississippi Pinebelt Association for Families • D.R.E.A.M (Drug-free Resources for Education and Alternatives in Mississippi) • Domestic Abuse Family Shelter • Shafer Center for Crisis Intervention • South Mississippi Children’s Center

United Way Stories...

In October 2003, Christie went into preterm labor, three months before her son Brodie was due to be delivered. Brodie was born weighing only 1 pound, 14 ounces. Christie attributes Brodie’s success to programs like The Children’s Center for Communication and Development, a United Way partner agency. Brodie learned a great deal at the Center and graduated in 2010. He then transitioned into Hattiesburg Public Schools and is now involved with The Arc, another United Way partner.

Christie and Brodie Moss

12