2013-2014 Annual Report
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UNITED WAY • 2013–2014 ANNUAL REPORT BECAUSE OF YOU... United Way of the Greater Lehigh Valley UnitedWayGLV.org BOARD OF TABLE OF CONTENTS DIRECTORS Phyllis Alexander Anne Baum Wendy Born William Coles OUR INVESTMENTS AT WORK Robert Coleveccio Message from the President 3 Maria Teresa Donate Todd Donnelly Eduardo Eichenwald 2014–18 Investment Plan 4 Paul Farr Dorota Gasiencia-Kozak Our Investments at Work: Education 6 Susan Hoffman David Lewis Our Investments at Work: Healthy Aging 8 Drew Lewis Ross Marcus Our Investments at Work: Basic Needs 10 Dr. C. Russell Mayo Gerry Nau Financial Report 12 David Noel, Chair EDUCATIONEDUCATION Margaret Plympton Award Winners 14 6 Matthew Pye Dr. Joseph Roy Peter Ruggiero Campaign Recognition 16 Ashley Russo Harry Ting John Werkheiser 2014–18 HEALTHY INVESTMENT PLAN AGING 8 BASIC 4 NEEDS 10 MESSAGE FROM THE PRESIDENT We all know the Lehigh Valley is a special place to live, work and play, but what truly makes it special is YOU. You are generous, you are kind and you continue to support your community. You made a difference in people’s lives through giving, advocating and volunteering. It’s amazing what happens when people come together as a community, with a common goal to build a better life for everyone. People often ask me what it means to LIVE UNITED – your contribution, combined with all the other generous donors in the Lehigh Valley, creates long-lasting change. When you give what you can, advocate for your favorite cause and volunteer your time, you are building a stronger, healthier Lehigh Valley. This is what it means to LIVE UNITED! On behalf of the Board, staff, and hundreds of volunteers, thank you for all that you do for the Lehigh Valley. We are all proud to serve our community with you. With warmest regards, David Lewis President United Way of the Greater Lehigh Valley 3 UNITED WAY 2014–2018 INVESTMENT PLAN 4 food healthy emergency education access aging services Your United Way United Way of the Greater Lehigh Valley (UWGLV) seeks to improve lives and community conditions. We do this by: ASSESSING the needs of the community, RAISING funds and INVESTING in programs, MOBILIZING partners to action and MEASURING results. Along with hundreds of community leaders, we discovered these startling facts: • 65% of children in the Lehigh Valley are not ready for kindergarten. • One in four third graders in the Lehigh Valley do not read at grade-level. • One in 10 people in the Lehigh Valley are hungry. • 28,000 seniors are not meeting their own basic care needs and the 70+ population will double by 2040. Community Impact Goals – by 2022 To address these needs, our Board of Directors challenged us to create community impact goals for positive, long-lasting change in our community. Our Commitment to the Community • Increase the number of third grade students reading at grade level by 50%. • Increase access and availability of nutritious food to people in the Lehigh Valley by 50%. • Increase the number of seniors whose basic needs are met at home by 50%. A Collective Impact Strategy Our 2014–18 Investment Plan supports multiple community partners focused on a common goal to improve the lives of people in the Lehigh Valley through education, food access, healthy aging and emergency services. For a copy of the 2014–18 UWGLV Investment Plan, visit UnitedWayGLV.org. 5 Our investments at work EDUCATION 50% 49% 40% JOSE AFTER SCHOOL PROGRAM 39% 30% Jose participated in the United Way-supported 20% Earn a Bike program. Immediately after completing his class this year, he became a 10% youth volunteer to help teach others. The Earn a Bike program engages students in project-based 0% learning that allows them to develop interests 2011 2014 and skills related to mechanics and tool use, reading and math. READING SCORES 3RD GRADE STUDENTS PARTICIPATING IN Photo by Sasha Phyars-Burgess UNITED WAY-SUPPORTED PROGRAMS FOCUS AREA 86% OF THIRD GRADERS WILL BE READING AT GRADE LEVEL BY 2022 71% 86% 2014 2022 6 EDUCATION WHY THIS IS IMPORTANT Source: United Way Worldwide FOR EVERY 50 CHILDREN A child who starts behind falls farther WHO DON’T LEARN TO behind, long before the start of school. READ IN KINDERGARTEN, 44 OF THEM WILL HAVE Students not reading on grade level by TROUBLE IN 3RD GRADE third grade are less likely to graduate 28.6% from high school. Student success generally declines in the middle grades and is most problematic for those attending high- 28.6% OF THIRD GRADERS poverty, low-performing schools. READ BELOW GRADE LEVEL INVESTMENTS IN ACTION 5,900+ 5,000+ STUDENTS ENROLLED AT UNITED WAY CHILDREN AND FAMILIES COMMUNITY SCHOOLS PARTICIPATED IN UNITED WAY- SUPPORTED PROGRAMS 7 Our investments at work HEALTHY AGING 15% 12% SHIRLEY 13% MEAL DELIVERY PROGRAM 9% Shirley is unable to cook meals on her own, and 6% the United Way-supported meal delivery program 7% through Meal on Wheels of Lehigh County is 3% part of what allows her to stay independent 3.5% in her home. United Way is also supporting 0% a farm produce project that works with local 2000 2008 2014 farmers to integrate more local fresh fruits and vegetables into the Meals on Wheels deliveries SENIORS and congregate meals at Lehigh County seniors IN NURSING HOMES centers. FOCUS AREA 91% OF SENIORS WILL HAVE THEIR DAILY NEEDS MET AT HOME BY 2022 82% 91% 2014 2022 8 HEALTHY AGING WHY THIS IS IMPORTANT 5,000+ SENIORS IN THE LEHIGH VALLEY REPORT THAT THEY NEED HOME AND COMMUNITY-BASED SERVICES TO STAY IN THEIR HOMES AND ARE CURRENTLY RECEIVING NO HELP 28% FROM FRIENDS, FAMILY OR GOVERNMENT SERVICES 28% OF SENIORS HAVE DIFFICULTY MEETING AT LEAST ONE DAILY NEED AT HOME INVESTMENTS IN ACTION 2,100+ 1,300+ LEHIGH VALLEY SENIORS RECEIVED SENIORS RECEIVED SUPPORT IN HOME AND COMMUNITY-BASED APPLYING FOR NEEDED BENEFITS SERVICES, KEEPING THEM IN THEIR HOMES AND COMMUNITIES 9 Our investments at work BASIC NEEDS 15% BRUCE FOOD PANTRY The United Way- 12%12% 12%12% 12%12% supported food pantry at ProJeCt of Easton practices the choice model, which permits clients to choose from available food items they want. The staff also takes into consideration individual client needs including 8% cultural background and medically indicated 2010 2011 2012 dietary restrictions. Bruce has echoed this by stating that along with paying attention to better LEHIGH VALLEY RESIDENTS WHO nutrition and his special diet, when reading ARE FOOD INSECURE small print became too difficult, they helped him Source: Feeding America get a vision exam and new glasses. INVESTMENTS IN ACTION 110,000+ 8,500+ 2,300+ MEALS WERE DISTRIBUTED INDIVIDUALS INDIVIDUALS AT MEAL CENTERS RECEIVED FOOD RECEIVED SHELTER 10 FROM PANTRIES SERVICES BASIC NEEDS WHY THIS IS IMPORTANT OR CLOSE TO 80,000 LEHIGH VALLEY RESIDENTS ARE 12% FOOD INSECURE MEANING THEY ARE UNABLE TO CONSISTENTLY ACCESS NUTRITIOUS AND ADEQUATE AMOUNTS OF FOOD • Food-insecure children show • Food-insecure • Food-insecure seniors smaller gains in math and adults are more likely are more likely to have reading achievement between to have hypertension limitations in activities of kindergarten and 3rd grade. and diabetes. daily living (ADL). Source: Child Trends Source: Journal of Nutrition Source: AARP 2,800+ 2,300+ 2-1-1 CALLS WERE RECEIVED INDIVIDUALS RECEIVED FOR CONNECTIONS TO HEALTH VIOLENCE AND CRISIS AND HUMAN SERVICES INTERVENTION SUPPORT 11 We extend our sincere gratitude to the selfless individuals who contributed their time and leadership to our UNITED WAY 2013-14 2013 Campaign Cabinet: FINANCIAL REPORT Paul Farr, Chair Mike Perry, Vice Chair (’14–’15 Chair) Gerry Nau, Assoc. Chair (’15–’16 Chair) Anne Baum 2013 Campaign Total: $10,729,000 Don Bernhard 4.4% increase over 2012 Campaign Todd Donnelly Bill Hecht Corporate Giving: $3,067,844 Dan McCarthy Employee Giving: $6,994,736 J.B. Reilly Individual Giving: $666,420 25 new Tocqueville Society members (177 total) LEHIGH VALLEY $250,000 private donor match for Tocqueville step-ups $10,000 challenge match for Leadership Giving from Air Products LIVES UNITED! 19,393 total donors $6,000,000 Other | $214,319 | 4% Basic Needs | $934,667 | 16% $5,000,000 Healthy Aging | $553,656 | 9% $4,000,000 Education | $4,250,651 | 71% statement of expenses $3,000,000 $11,475,285 $2,000,000 $1,000,000 $0 Community Investments Donor Designations Fundraising Administration $5,953,293 $3,160,687 $1,394,716 $966,589 52% 28% 12% 8% 12 $52,061 Leasehold improvements and equipment $241,086 0.41% Life insurance cash values 1.91% $253,879 Other receivables $803,247 and prepayments Cash and cash 2.02% equivalents 6.38% $4,034,432 $7,205,912 Pledges receivable, less Investments, at fair value allowance for uncollectible 57.23% assets 32.04% $12,590,617 ($242,023) $33,966 Unrestricted $29,297 Custodial funds Liability to donors net assets payable -1.92% under split- 0.27% interest trusts 0.23% $1,907,697 Donor designated campaign support $147,214 15% Accts payable, notes payable and accrued expenses 1.17% $2,181,520 Permanently restricted $8,532,946 net assests Temporarily restricted 17.33% net assets 67.77% liabilities & net assets $12,590,617 13 CORNERSTONE SOCIETY Companies who gave over $100,000 in 2013–2014 and are the “cornerstone” of our campaign. (presented in order of total contribution) 1 2 R 3 4 5 6 7 8 9 10 11 12 13 14 15 14 COMMUNITY CARING AWARDS Companies that raised $10,000+ over last year’s campaign. Aetna Alvin H. Butz, Inc. Brown Daub Chevrolet of Nazareth Brown Daub Chrysler/Jeep/Dodge Brown Daub Dodge, Inc.