2017-2018 REPORT TO THE COMMUNITY

This is more than a Report to the Community IT’S A STORY ABOUT HOPE 2017-2018 A message to BOARD OF DIRECTORS OUR COMMUNITY Susan Adams, Chair Miranda Hawker Board of County Commissioners IRC Health Department e are pleased and excited to share this year’s Report to the Community with you. Every year it seems we have more excitingW things to share about our work and its impact than in the prior year. It is a testament to the growth and innovation Jeff Smith, Chair-Elect Katie Kirk happening right here in our community. From the most successful Day of Caring to date, to our most robust year in our Clerk of the Circuit Court Daland Corp. free tax filing program, we are thrilled to share with you the highlights of our 2017-2018 fiscal year. Jeffrey Schlitt, Secretary Beth Mitchell This year was a year of growth for both our community programs and major annual events. Our Volunteer Income Tax Assistance (VITA) program saw a total of 877 tax returns filed free of charge to our community members. These programs Schlitt Services Sebastian River Area Chamber of Commerce ensured that each filer received the maximum amount of tax credits that they deserve. In total, $946,739 was given back to the community through VITA- $52,686 more than last year. Margo Lind, Treasurer Dr. Katie Nall Seacoast Bank Indian River State College The 5th annual Celebration Game was enjoyed by over 3,000 fans at Historic Dodgertown’s Holman Stadium on April 15. The St. Lucie Mets and the Dunedin Blue Jays played a regular season game Randy Riley, Immediate Past Chair Jennifer Peshke at what has become a phenomenal community-wide event that is inspirational, family friendly, affordable, and lots of fun. E. Fred Augenstein, At Large Law Offices of Jennifer D. Peshke, P.A. Additionally, our community-wide day of volunteerism, Day of Caring, saw a dramatic increase in volunteers. Thanks to The Ad Agency Jeffrey Petersen our partnership with the School District of Indian River County, a total of 1,000 community members made up 41 teams to Merrill Lynch complete 61 projects throughout Indian River County. From painting and building, to installing a new Born Learning Trail Gregory Rogolino, CIC Chair sponsored graciously by the Walter S. Johnson Foundation and Seacoast Bank, to assembling homeless care kits- these Publix Supermarkets Alan S. Polackwich, Sr. volunteers did it all. Jan S. Beck Dr. Mark Rendell Undertaking our mission to “improve lives by mobilizing the caring power of communities” would not be possible without A1 Roof Trusses, Ltd. IRC School District the support of our dedicated Board of Directors, Campaign Co-Chairs, corporate partners, funded and community partners, our many volunteers and perhaps most of all, our donors. Our donors recognize that their financial support of United Way Dr. David Becker Rev. Benny Rhyant is more than a donation. It is an investment in their community’s future which produces significant returns, as United New Mt. Sinai Baptist Church Way and its community partners work to maximize the impact of the programs, services, and initiatives that we support. John F. Beckert Troy Corporation Jonathan Schwiering Please, take a moment to read this report and celebrate what we’ve accomplished together this year. Thank you to each Vero Insurance and every person that was part of this big year- It could not have happened without you! Christopher Bieber CenterState Bank Karl Williams Marine Bank and Trust Rep. Erin Grall Grall Law Group Colonel Martin Zickert USAF, Retired Anthony P. Guettler Gould Cooksey Fennell With humble appreciation and gratitude, we are pleased to share with you the 2017-18 Community Report for United Way of Indian River County. 2017-2018 Margaret Ostman, Marketing Director UNITED WAY STAFF Pam McCollum, Marketing & Communications Assistant Nate Bruckner, Director of Community Impact Susan Adams Michael Kint Michael Kint, Chief Executive Officer Caitlin Puppo, Workplace Campaign Manager Chair of the Board Chief Executive Officer Meredith Egan, Chief Operating Officer Eve Ballance, Community Impact Coordinator Tracey Segal, Campaign Director Sydney Mihailoff, Campaign Associate Melissa Ogonoski, Director of Finance Lindsay Burcham, Office Assistant Chance Morrow, Marketing Director Marylyn Rogers, Volunteer Receptionist YOUR UNITED WAY IMPACT AT A GLANCE Skill To effectively address our community’s most persistent problems, Development we must have an organized proven strategy. ForAT thousands A of peopleGLANCE in Indian River County a good education, reliable income, nutritious food and a stable home The Community Impact Fund provides grants to 39 programs that Basic is not a given. United Way brings together volunteers, donors and funded partners to work collaboratively to make an align with our Community Goals in Education, Health and Financial impact in the community by addressing the root causes behind these issues. We work closely with many nonprofits to Stability. Through this fund, United Way confronts our community’s Needs identify needs in the community and create programs to fill the gaps where necessary. biggest challenges to drive measurable results and lasting change. Expense Our partner programs are using proven tools to achieve measurable Management outcomes. Academic FINANCIAL Early Success STABILITY 38,703 30 39 Learning clients served by United Way funded partners funded programs EDUCATION Graduate for $320,000 funded programs Success * please note that this value may inlcude clients $866,520 who utilize multiple funded programs. Healthy Lives 2017-2018 COLLABORATIONS COMMUNITY INVESTMENT & COMMUNITY 106 108 HEALTH INITIATIVES workplace partners volunteers served on $108,042 citizen review panels $635,650 $2,090,771

INDIAN RIVER COUNTY Community Collaborations: UWIRC supports initiatives and projects outside of traditional funded partners who are innovating solutions in all Healthy Moms impact areas. 5,705 72 Healthy Kids Indian River County residents Alexis de Tocqueville 2-1-1: We provide the leading Society Donors free and confidential service helped this year by United Way’s DESIGNATIONS that helps people in crisis 2-1-1 information, referral and Designations: $105,559 find local resources and 2-1-1 crisis helpline Donor directed information, 24/7. contributions made $55,000 to other United Way’s, and non profit agencies. Invested in improving the overall health $635,650 of Indian River County residents. 2017-2018 FUNDED PARTNERS Through United Way initiatives and partnerships, Indian River County saw: CASTLE Deaf & HardHard of Hearing Services,Services, TreasureTreasure Coast Drug Abuse TTreatmentreatment Association Mental Health Association 822 937 SafeSpaceSafeSpace Senior ResourResourcece Association Substance AwarenessAwareness Center seniors receive care and clients receive a mental The ARC of Indian RivRiverer County nutritional support. health screening and health plan. TreasureTreasure Coast Community Health TreasureTreasure Coast FFoodood Bank 5,412 55%

clients receive healthy out of clients have a decrease in of school meals. use of alcohol, tobacco, or other drugs.

Great things happen when we focus on HEALTH A community is only as healthy as the people who call it home. We expand access to quality, affordable care, give parents the tools they need to raise healthy children and get everyone more active and eating better. COMMUNITY GOALS: By 2020, improve IRC residents physical and mental health by 10% in the following areas: healthy weight, major depressive episodes, and ability to live independently. In addition our goal is to improve the quality of life for mothers, infants and children by at least 10% in the following areas: children’s oral health, child abuse, prenatal care, children’s mental health, and childhood obesity. Invested in improving the overall access $866,520 and quality of education throughout 2017-2018 Indian River County. PROGRAM PARTNERSHIPS Through United Way initiatives and partnerships, Indian River County saw: ChildcarChildcaree ResourResourcesces of Indian RivRiverer Big BrBrothersothers Big Sisters of IRC BoBoysys & Girls Club of IRC CASTLE ChildrChildren’sen’s Home Society of 1,320 1,963 CrossoverCrossover Mission Dasie Bridgewater Hope Center EEconomicconomic OpporOpportunitiestunities Council young children have access to youth develop habits and The EEducationducation FFoundationoundation of IRC high quality early learning skills that will help them experiences. succeed now and in the EnvirEnvironmentalonmental Learning Center future. GifforGiffordd YYouthouth AchieAchievementvement Center Hibiscus ChildrChildren’sen’s Center IRC Healthy StarStartt Coalition The Learning Alliance Redlands Christian MigrMigrantant Association 352 73% YYouthouth Guidance MentMentoringoring Academy

students in mentoring of students served by programs. United Way programs performing on grade level.

Improving lives through the power of EDUCATION Children deserve a strong start in life. We make that possible by empowering parents to support their kids, improving the quality of their learning environments and offering solutions to challenges outside the classroom. COMMUNITY GOALS: increase to 85% the children who enter Kindergarten ready to succeed, by 2019, to increase to 90% the 3rd graders performing on grade level and increasing their positive behaviors, and to increase to 90% the number of students that graduate on time from high school. Invested in improving the overall financial 2017-2018 $320,000 stability of Indian River County residents FUNDED PARTNERS Through United Way initiatives and partnerships, Indian River County saw: Catholic Charities of the Diocese of PPalmalm Beach/ Samaritan Center Children’sChildren’s Home Society of Florida Hope for FamiliesFamilies Center LiteracyLiteracy ServciesServcies of IRC 536 807 SafeSpaceSafeSpace The ARC of Indian RivRiverer County TTreasurereasure Coast Homeless ServicesServices clients gain financial literacy. clients diverted from Council shelter or prevented from becoming homeless.

877 $947K

total tax returns completed in total tax credit refunds for free by VITA tax put back into the pockets volunteers. of those who used free United Way tax services.

Creating opportunities for all through FINANCIAL STABILITY People of all ages should have an opportunity to improve their economic status.We give people the tools to better manage their money, get on solid financial ground and find a career with potential for advancement.

COMMUNITY GOAL: By 2020 a third of lower income families in Indian River County become more financially stable. 2017 ANNUAL CAMPAIGN $2,950,804 RAISED ELITE CAMPAIGN SPONSORS Area businesses that give $500 in addition to their campaign contribution to help offset campaign costs. Alex MacWilliam Real Estate AArmfield-Wagnerrmfield-Wagner AAppraisalppraisal && RResearch,esearch, IInc.nc. Brite FFutureuture Electric CenterState Bank DisneDisney’sy’s VVeroero Beach ResorResortt Florida PPowerower and Light Company Gould CookseCookseyy FennellFennell GrGravesaves BrothersBrothers Company KKmetz,metz, Elwell, GrahamGraham & Associates, CPA’sCPA’s Marine Bank MMorgan,organ, Jacoby,Jacoby, Thurn,Thurn, BoyleBoyle & AssociatesAssociates NorNorthernthern TTrustrust Omni Financial Rehmann RosswaRosswayy Swan TierneTierneyy BarryBarry LaceyLacey & Oliver,Oliver, PP.L..L. Schlitt SerServices,vices, Inc. USI InsuranceInsurance ServicesServices WilmingtWilmingtonon TTrust,rust, N.A. TORCHBEARERS Workplace campaigns that make an early commitment and pledge to raise at least $12,000 in employee and corporate contributions. Bank of America BernardBernard A. EganEgan Foundation,Foundation, Inc. BrBrownown & BrBrownown CentrCentralal Coast CleClevelandveland Clinic Indian RivRiverer DisneDisney’sy’s VVeroero Beach ResorResortt Florida PPowerower and Light Company GeorGeorgege E. WarrenWarren CorporCorporationation Indian RiverRiver County IIndianndian RRiveriver PPressress JJournalournal & TTCC PPalmalm IRC School District IIRCRC SSheriff’sheriff’s OOfficeffice Marine Bank Left to right: Michael Kint, Mary Cone, Bill Penney, Kim Prado, Georgia NorNorthernthern TTrustrust Irish, and Tracey Segal. Four members of Marine Bank, known during Piper Aircraft,Aircraft, Inc. the campaign as “Team Marine,” led the way as the co-chairs to the Publix Super MarketsMarkets 2017-2018 United Way annual campaign. Rehmann WWellsells FFargoargo 2017 2017-2018EVENT SPONSORS COMMUNITY LEADERS AIG Bayer Crop Science BREAKFAST Bernard A Egan Foundation, Inc. Mary Sellers, U.S. President of United Way Worldwide and Vero Beach native, was the guest speaker at the 2017 Community Chick-Fil-A Leaders Breakfast where she focused on the unique strength that United Way possesses from its local and global interconnected network. “Everywhere it operates, United Way fights for the health, education, and financial stability of every person in every Crop Production Services community. It succeeds by bringing people and organizations together to tackle the most difficult issues in those communities,” Diamond R. Fertilizer Co., Inc. said Sellers. Mary reflected on the similarities of social issues found here and across the country. She is leading the organization’s Florida Irrigation Maintenance, Inc. enterprise-wide strategy across the U.S. by working with United Way leaders in local communities like ours to execute a vision of Florida Power and Light Company “one network” that, combined with a consistent set of impact goals, creates the continued success of the network. Frankens Energy LLC Gould Cooksey Fennell CLB Awards Health First Health Plans United Way Board Chair, Susan Adams, along with Board Chair-Elect, Jeff Smith, presented annual Richardson Spirit of JBT Food Tech Indian River County Awards honoring companies, agencies, and volunteers who give their time, talent, and resources Kmetz, Elwell, Graham & Associates, CPAs to make the community a better place. The Law Offices of John E. Moore, III The Richardson Spirit of Indian River County (more than 100 employees): Disney’s Vero Beach Resort Massey Romans Wealth Management Team of The Richardson Spirit of Indian River County (26-100 employees): Bank of America Raymond James The Richardson Spirit of Indian River County (25 or less employees): CenterState Bank McDonalds Morgan, Jacoby, Thurn, Boyle & Associates Agency Excellence Award: Mental Health Association Natalie’s Juice Company Northern Trust Progressive Civic League of Gifford Ralph T. King Award: Tom Manwaring Publix Super Markets Seacoast Bank Special Volunteer Recognition: E. Fred Augenstein Simply Soothing Syngenta Crop Protection, Inc. Valley National Bank Vero Insurance Walter S. Johnson Foundation Waste Management

Susan Adams, Michael Kint, and Mary Sellers at the 2017 Community Leaders Breakfast. 2017-2018 WORKPLACE PARTNERS PHILANTHROPIC LEADERS Every year, thousands of employees get involved in workplace giving campaigns to support local United Way United Way recognizes the extraordinary generosity of the following philanthropic leaders. solutions that improve education, financial stability, and health. Workplace Partners coordinate United Way campaigns at their respective businesses by giving their employees easy opportunities to be charitable. The workplace campaign is about more than raising money for a worthy cause. It also strengthens connections ALEXIS DE TOCQUEVILLE SOCIETY Membres de la Société ($10,000 - $24,999) between employees and their community. These campaigns are known to build morale and encourage a sense of Fritz and Gay Blaicher, Chairs teamwork throughout the workplace, which is just one factor in creating a happy and healthy community. If you With an annual gift of $10,000 or more, Alexis de Richard J. Greene have demonstrated a commitment to your employees and the community in the past year, thank you! Tocqueville Society members are creating a profound Mr. and Mrs. Bruce L. Hammonds and lasting impact throughout Indian River County. Susan and Paul Hanson Barbara D. Hauptfuhrer, in memory of Bob Robert B. and Janet A. Hoffman Foundation AT&T Grall Law Group Raymond James & Assocs. Mr. and Mrs. Timothy A. Hultquist AYS Employee Leasing Grand Harbor Management Redlands Christian Migrant Assoc. Ordre d’Egalité ($50,000 - $74,999) Mr. and Mrs. Aben E. Johnson Bank of America HealthSouth Regency Windsor Companies Ralph T. King* Best Buy Store # 816 Hibiscus Children’s Center Rehmann Edward and Sherry Ann Dayton Arthur Kontos and Jill Kerwick - Kontos Big Brothers Big Sisters Imagine School South Vero Riverside Theatre Jim and Jean Kelly Mr. and Mrs. John La Duc Boys & Girls Clubs of IRC Indian River County Rossway Swan Tierney Barry Roy and Patsy Lambert Brown & Brown Central Coast Indian River Press Journal & TC Palm Lacey & Oliver, P.L. CenterState Bank Indian River State College SafeSpace Ordre de Liberté ($25,000 - $49,999) Mr. and Mrs. Robert P. Luciano Childcare Resources of Indian River IRC Clerk of Circuit Court Samaritan Center Susie and Bill MacDonald Children’s Home Society IRC Healthy Start Coalition Schlitt Services, Inc. A. James & Alice B. Clark Foundation Jim and Melinda Marley City of Fellsmere IRC Property Appraiser’s Office Seacoast Bank Whitney and Betty MacMillan Mr. and Mrs. Robert F. McCabe City of Sebastian IRC School District Senior Resource Association Raymond J. and Sonia McGowan Mr. and Mrs. John N. McConnell, Jr. City of Vero Beach IRC Sheriff’s Office Space Coast Credit Union Jack and Mollie Rogers John and Susan McCord Cleveland Clinic Indian River IRC Supervisor of Elections Office Substance Awareness Center of IRC Mr. and Mrs. O. Griffith Sexton Betty and Jim McDonald* Colton, Williams & Reamy, CPA’s JCPenney Company SunTrust Bank Dawn Michael Comcast Cable John’s Island Real Estate Company Syngenta Crop Protection, Inc. King and Dace Stubbs Mrs. David K. Welles, Sr. Edward Michael Croom Construction Company Kmetz, Elwell, Graham & Associates, CPA’s Target Guy and Kacy Mitchell Crossover Mission, Inc. Law Offices of Jennifer Peshke TD Bank John E. Moore, III, and Lee Robinson Moore CVS Health Law Offices of John E. Moore, III The Arc of Indian River County Membres de la Société ($10,000 - $24,999) Mr. and Mrs. Charles W. Moritz Cypress Trust Company Literacy Services of IRC The Hill Group Chad and Lisa Morrison Dasie Hope Center Lowe’s Companies, Inc. TJ Maxx / Marshalls / Homegoods Dillard’s Department Stores, Inc. Macy’s Town of Indian River Shores Norman and Ann Baker Mr. and Mrs. Robert S. Morrison Disney’s Vero Beach Resort Marine Bank Treasure Coast Community Health Ann and Drew Barton Rudolph and Andrea Muller Donadio and Associates Mental Health Association United Parcel Service Bill and Mary Ann Becker Mrs. Reginald B. Newman II Drug Abuse Treatment Association Mid Florida Credit Union United Way of IRC John and Jean Beckert Sharon and David Northrup Economic Opportunities Council of IRC Morgan, Jacoby, Thurn, Boyle Vero Beach Museum of Art, Inc. Mr. and Mrs. James G. Berges Ed and Jan Pillard Education Foundation of Indian & Associates Vero Insurance William and Marcia Blackburn Michael and Anne Rhoads River County, Inc. National Bank of Commerce Visiting Nurse Association of the Fritz and Gay Blaicher Marjorie Hopwood Richardson and Elliott Merrill Community Mgt. Northern Trust Treasure Coast Duane and Dorothy Bluemke Danforth Kidd Richardson* Enterprise Holdings Foundation Nylacarb Corporation Walmart Mr. and Mrs. Theodore Brickman, Jr. Don and Patsy Riefler Environmental Learning Center Omni Financial Wells Fargo Vaughn and Nancy Bryson Mr. C. Graydon Rogers Federal Express Corporation Orchid Insurance Wilmington Trust, N.A. Sandy and Randy Rolf Fellsmere Farms Mr. Richard J. Canty and Parker Hannifin Corporation Windsor (Torwest) Susan and Larry Salustro Florida Floor Fashions Piper Aircraft, Inc. Youth Guidance Mentoring Academy Ms. Hope B. Woodhouse Florida Power and Light Company PNC Advisors Mr. and Mrs. Randall Clark David and Betsy Sams George E. Warren Corporation Primary Care of the Treasure Coast Mr. and Mrs. Christopher Clifford Mr. and Mrs. William P. Scully Gifford Youth Achievement Center Proctor Construction Co. Mr. and Mrs. Edward E. Crutchfield Mr. and Mrs. Thomas F. Slater Gould Cooksey Fennell Publix Super Markets Marybeth and Chuck Cunningham Tom Theobald and Deborah Good John H. and Susan Dobbs Mr. Gilford B. Walker, Camp Younts Foundation Mr. and Mrs. David Dyer Michael and Susan White Syde Hurdus Foundation Judy and Kent Whittaker Bill and Laura Frick 1 Anonymous Donor David and Louise Garfield * - Deceased Silver Circle ($1,000 - $2,499)

Linda Aiken, V.M.D. Ms. Bridgette Christoffersen Patti and Ted Frith PHILANTHROPIC LEADERS Scott and Gail Alexander Mr. John Christoffersen Michael Frothingham Bob and Becky Allen Mrs. Rosalen E. Cline Mr. Kyle Gabbard Mr. Lorenzo Altamura Mr. and Mrs. Stephen C. Coley Mr. and Mrs. Mark Galant Jay Anglada Mr. Thomas Collins Ms. Stephanie Gallagher LEADERSHIP DONORS Mr. Cole Armstrong Ms. Faylene Cook Ms. Carrie Gates Mr. and Mrs. Toby Arnheim Stella and Paul Covill Mr. John Geany Herb and Vicki Aspbury Ms. Helan Cox Paul M. Genke and Lila Blakeslee Diamond Circle ($7,500 - $9,999) Gold Circle ($2,500 - $4,999) Ms. Carol Atkinson D. Lorne and Jane R. Coyle Mike & Lisa Giessert Steve and Lucia Bailey Mr. John Crisel Amy & Chris Glauber Thomas L. and Carol M. Corr Mr. and Mrs. Kim C. Anderson Jane and Jim Schwiering Mr. and Mrs. A. Charles Baillie Ms. Rae Crisel Mrs. Neil B. Glenn Four-Four Foundation, Inc. Mr. and Mrs. Robert W. Bauchman Mr. and Mrs. John Scott Mrs. Elliot A. Baines Bill and Nancy Curtis Daniel and Robin Glotzer Mr. and Mrs. Peter I. Bijur Mrs. John C. Scully Mr. Bradley Baker Stewart’s Shops and The Dake Family Mr. Timothy Glover Platinum Circle ($5,000 - $7,499) Mrs. Ann J. Bowling Mr. and Mrs. Joseph E. Smith Sue and Kit Barrow Heather Dales Ms. Erin Goheen Mr. Robert G. Bowman John and Terry Souza Mr. and Mrs. Robert Barrows Mr. and Mrs. James Daverman Bernie & Marge Grall Michael and Doreen Sproule Mrs. Herman F. Becker Mr. and Mrs. Robert E. Byrket Mr. and Mrs. C. Randolph Beard Javon L. Dawkins Lesia and Doug Graybill Mrs. Charlotte S. Stifel Susan and Dick Bergeman Dr. and Mrs. Robert P. Christopher Jan and Marla Beck Katharine and Rohit Desai Mr. David Gregg, Jr. Mr. and Mrs. Jonathan M. Clark Bill and Carolyn Stutt Mr. Keith Becker Mr. and Mrs. Glenn J. DeSimone Mr. and Mrs. Brian Griffin Mr. E. Garrett Bewkes, Jr. Mr. and Mrs. Andrew Taylor Barbe Bonjour Pike The Digiuseppi Family Jayne and Paul Becker Mr. and Mrs. J. Hugh Devlin Mr. Anthony Guettler Mr. and Mrs. John F. Donahue Mr. and Mrs. Peter M. Thompson Mr. and Mrs. Samuel Bell, Jr. Mr. and Mrs. Richard M. DeVos, Jr. Mr. and Mrs. Tyler Guettler Suzy and Jim Broadhurst Mr. and Mrs. Robert E. Washburn Mr. and Mrs. William C. Buck Mr. and Mrs. Lewis Eisenberg Mr. and Mrs. Michael Bickford David A. DeWahl and Leah K. Scott Mr. and Mrs. Herbert W. Gullquist Mrs. Jennifer Watson Amy and Cecil Conlee Mrs. Florence B. Fowlkes Mr. and Mrs. Andrew Bieber Mr. Joshua Diaz Mr. and Mrs. Roger Haines Mr. and Mrs. Bernard M. Freeman Mr. and Mrs. Lauren S. Williams Chris & Amber Bieber Chris DiBenedetto Mr. Joseph Hall Mr. and Mrs. John F. Curley Robert Williams and Karen Katen Mr. and Mrs. Dennis Ferro David and Lynn Geiser Mr. and Mrs. Eric Billings Mr. and Mrs. Frank DiFazio Mr. and Mrs. Samuel S. Hall, III Mr. W. Peter Williams Janet I. & H. James Field, Jr. Fund Miriam Grabow Ms. Deana Bills Mr. & Mrs. S.H. Doggett, III Mr. and Mrs. Dana Hamel Mr. and Mrs. William Windsor, Jr. Andrew and Betsy Forrester Graves Brothers Company Dan and Tracy Bockhorst Mr. and Mrs. J. Bennett Donaldson, Jr. Bill and Pat Hamlin Mrs. Mary P. Graves Mr. and Mrs. John Zimbrick Mr. and Mrs. Frederick W. Bowers Rene and Alice Donars Mrs. George F. Hamner, Sr. Ms. Janet Hunter 3 Anonymous Donors J.M. Hopwood Charitable Trust Mr. and Mrs. Samuel B. Hayes III John and Carolyn Bowers Mr. and Mrs. Stephen Dubord Mr. and Mrs. James H. Hance, Jr. Mr. and Mrs. Philip Kemper Dr. Wayne Hockmeyer Mrs. Estelle Brashears Francis Dugan Mr. and Mrs. Michael Hanley Kate and Chet Lasell Mr. and Mrs. Thomas C. Hopkins Ms. Sheryl Brecht Mrs. Edward B. DuPont Mr. and Mrs. John V. E. Hardy Mrs. Charles M. Leighton Kip and Mary Jacoby Brewer International Mr. James Durbin Robert and Jeanine Harris The Luther Family Foundation, Mr. and Mrs. James Johnson Zach Brewer Sally and Don Dussing Ms. Crystal Hart John and Nancy Luther The Kahle Foundation Mr. Michael Briante Mr. and Mrs. LeRoy Eakin,III Mr. and Mrs. Raymond A. Hay Rob & Lynn Maddaloni Mr. and Mrs. John L. Kelsey Nancy Briggs Mr. and Mrs. Andrew Eberstadt Robert P. and Carol T. Henderson Dennis and Karen Marlo Ms. Katie Kirk Mr. Gavin Brothers Andrew W. Edmonds Mr. and Mrs. Toby Hill Jerry and Patricia Perkins Mr. Jesse G. Knipshild Ms. Victoria Brothers Ron and Kathy Edwards Mrs. Grace S. Hinkley Rebecca S. Richardson Mr. and Mrs. C. Michael Kojaian Allen and Kelly Brown Mr. & Mrs. Chris Ellis Mrs. Edwin K. Hoffman Mr. and Mrs. John L. Salmon Mr. and Mrs. William E. Lower Ms. Carole Beecher Brown Mr. and Mrs. David Elwell Carter and Susan Hopkins Mr. and Mrs. David Smick Mr. and Mrs. Richard Lowry Julie and Peter Burchfield Brad and Rebecca Emmons Mr. and Mrs. Albert C. Horton Diane and Norval Stephens Mr. James M. McLaughlin Mr. and Mrs. Michael Burns Mr. and Mrs. Bradford Endicott Mr. and Mrs. G. Michael Hostage Mr. and Mrs. John W. Taylor III Karen Meyer Mr. and Mrs. James Byrnes Sydney Kowlski & London Lizotte Mr. and Mrs. Edward K. How, Jr. Robert Theis Mr. and Ms. Andrew Miles Mr. and Mrs. Anthony J. Caldarone Mr. and Mrs. Nicholas M. Evans Mr. and Mrs. Louis Hoynes, Jr. Lois and Jim Thompson, in honor of Ed and Tibea Parker Simon and Eleanor Caldecott Steve and Mary Evans Mr. and Mrs. William N. Hudson J.A. “Coach” Thompson Gary Phillips Lewis and Scottie Campbell Mr. and Mrs. Gary Fischer Rick and Laura Hurley Mrs. Rillan Van Epps and Mr. and Mrs. Dean P. Phypers Mr. and Mrs. Bob Carnevale David FitzSimons Mr. Edward Hurtack Mr. Taylor Metcalfe Alan and Deborah Polackwich Judi and Sam Carroll Tom and Joy Flaherty Dr. Jacque Jacobs Mr. and Mrs. James B. Wigdale Jack and Penny Rohrbach Mary L. Casey Mr. Stephen Frame Dr. and Mrs. Robert S. Janicki Mr. and Mrs. Henry M. Woodhouse Maureen & Joe Roxe Daniel Chappell Mr. and Mrs. Charles P.A. Frankenthal Dr. and Mrs. Leander Jennings 2 Anonymous Donors The Roxe Foundation Susan L. Chenault Mr. and Mrs. William H. Friesell Jerry and Cheri Jones Ronald & Latoya Jones Ms. Caroline Markfield Bill and Karen Penney Roger and Lisa Jones Kathryn T. Marshall Mr. and Mrs. Jon Peshke Silver Circle ($1,000 - $2,499) Mrs. Elizabeth Judd Ms. Yesenia Martell Mr. Jeffrey Petersen Mr. and Mrs. Henry K. Justi Ed and Jo Massey Ms. Alexis Piakis Jordan & Meredith Sihombing Faith Victory Susie and Fred Kasten Mr. Michael Paul Massey Patrick Pirkle, D.D.S. Jennifer and David Sims Ms. Elisabeth Vris Mr. Jay Kaup Mr. and Mrs. W. Ross McConnell, Jr. Tom and Cheryl Porter Sandy and Tom Slaughter Mr. and Mrs. Stephen H. Warhover Mr. Brian Keefer Nancy McCormack Mrs. Natasha J. Potter Mrs. Corinne L. Smith Mr. Douglas K. Watson and Jordan, Marsha, and Braylon Keller Mr. and Mrs. Eugene F. McCulloch, Jr. Mrs. Frederic B. Powers, Jr. Mr. and Mrs. Crosby R. Smith Ms. Susan Hunter Mr. and Mrs. David M. Kelly Dr. and Mrs. David J. McKenna Mr. Clay Price Wanda and Jeff Smith Mr. James Weixler Mr. Micheal Kemper Bob and Susan McLean Mr. and Mrs. James L. Price Mr. and Mrs. Robert Smith Mr. Kenneth L. Wessel Ms. Whitney Khan Ruthie and Alan McNally Mr. and Mrs. Theodore W. Price Bob and Jackie Solari Richard and Marsha Wheeler Mr. Timothy Kilbourne Greg & Melissa Medlock Mr. and Mrs. Robert Puff, Jr. Mr. and Mrs. Daniel E. Somes Ms. Lisa White Michael and Sandy Kint Mrs. Phoebe Meehan Mr. and Mrs. David L. Pyles Mr. and Mrs. John A. Sommers Mr. Michael White Mr. and Mrs. Albert Kirk Mr. and Mrs. Edwin Mellett Mr. and Mrs. Robert D. Reisman Dr. and Mrs. J. Clyde Spencer, M.D. Herb and Nancy Whittall The William Kirk Family Nick and Liz Melnick Mr. Jesse Richard L. P. Sperry, Jr. Mr. and Mrs. LeRoy Wilbur Jay and Linda Knoll Ms. Julia Melville Mr. and Mrs. Norman Rickard Mr. Timothy Knutson Mr. Robert Micheltree Timothy R. Ring Mr. Eric Stang Andy & Robin Williams Rosemary F. Kotkowski Mr. Michael Miller Mr. Fabio Roberti Ms. Kathleen Steed Karl Williams Joe Kowalczyk Mr. and Mrs. James N. Mills Greg and Elizabeth Rogolino Ima Jean Stewart and Family Dave and Bonnie Wilson Mr. and Mrs. Brian Kroh Nancy and Dick Milsten Mr. William Romans Mr. and Mrs. Abbott Stillman DJ Wingate John C. and Mary P. Kurtz Dr. and Mrs. Paul Minotty Mr. Joseph Rooth Ms. Shannon Stockhammer Andrew and Leigh Wirth Dr. and Mrs. Peter Lake Dr. George Mitchell, D.O. Mr. and Mrs. John M. Roth Dr. Cary Stowe Ms. Leigh Wirth DeDe Lambert Mr. and Mrs. Joseph M. Mollmann Mrs. Thomas S. Royster Melissa and Pete Sulem Mr. Frederick S. Wonham Ms. Michelle Landreth Mr. and Mrs. James E. Moltz Mr. and Mrs. John D. Rusher III Ms. Amanda Sullivan Mr. and Mrs. B. Robert Wood Mr. William W. Lane Mr. John Moran Mr. and Mrs. David Ryan Peter and Terry Sullivan Mr. and Mrs. Charles C. Wurmstedt Mr. Joseph Laviolette Mark Morein Mr. Vincent J. Ryan and Carla Meyer Susan S. Sumner Judy and Allen Zern Patrick and Kay Leary Earl & Elizabeth Morgan SAD Foundation Mr. and Mrs. William Surette Mr. and Mrs. Francis G. Ziegler Mr. and Mrs. Alain Lebec Gary & Robin Morgan Mr. and Mrs. Edwin C. Sagurton Leslie & Michael Swan Jerry and Ellen Zollenberg Peter and Maureen Lee Mr. and Mrs. Keith H. Morgan Mr. Robert Saitta Mr. and Mrs. Helmut Swarovski 3 Anonymous Donors Mr. and Mrs. Benson Legg Kyle and Debbie Morgan James and Suzanne Savoie Mr. and Mrs. Murray Swindell Timothy A. Lei Mr. and Mrs. Peter M. Mortimer Mr. and Mrs. J. William Sayler Dhuanne and Douglas Tansill Every effort has been made to Ms. Martha G. Lemasters Muddy Pond Trust Fund Jeff and Cassie Schlitt Phillip and Helen Tasker ensure the donor list accuracy and Randy Lewis Joseph E. Mullaney, Esq. Bob Schlitt Jr. Mr. Stephen Taylor completeness. If there are any errors Mr. William Locke Mr. and Mrs. Thomas Mullen Mr. and Mrs. James E. Schneithorst Linda and Mel Teetz or omissions in this 2017-18 donor Adrienne and Lou Lower Ms. Miriam Munoz Schommer Properties Doug Theall list, please accept our sincere apologies and notify us by calling Miss Alma Lee Loy Sam and Gail Murdough Carolyn and Bill Schrader Gerry Thistle 772-567-8900. Thank you. Mrs. William Ludwig Edward Murphy, M.D. Mr. and Mrs. Frank C. Schroeder Mrs. Andrea Thurn Ms. Kim Luttinger Pam Neal John and Kathi Schumann Ms. Carmen Tillis Mrs. Barbara B. Lynch Mr. and Mrs. Gary Oakley Mr. and Mrs. H. Axel Schupf Mrs. James W. Titelman Nancy & Roger Lynch Mr. and Mrs. Francis Oatway Warren and Virginia Schwerin Mr. and Mrs. William Tobin Mrs. R. Donald MacDougall Dick and Lois Oehme Michaela Scott, M.D. Mr. and Mrs. Louis Tomasetti Gregory and Debbie MacKay Mr. and Mrs. Raymond J. Oglethorpe Jr. Mr. Marc Seagrave Tom and Cheryle Mackie Mrs. Roberta Olsen Linda and Peter Seed Sue and Chris Tompkins Mr. and Mrs. Harold Mackinney, Jr. Mr. and Mrs. Robert P. O’Meara Andrew & Tracey Segal Mr. and Mrs. Sten Tonnessen Mrs. Barbara MacPherson Beverly O’Neill and Edmond Benoit Mike Sepesy Mr. and Mrs. Edwin G. Torrance Mr. and Mrs. Donald A. Macrae Jay Owle Sir Neil and Lady Shaw Ms. Latonya Troublefield Barry and Robin MacTaggart Guthrie S. Paca Jerry and Mary Rita Sheehan Mr. Bradley Turner Mr. and Mrs. W. Neely Mallory Mr. Harrison Parker Mrs. Charles V. Sheehan Kara J. Turner Mr. and Mrs. Gordon S. Mann Elizabeth A. Patton Arnold and Pamela Sheiffer Mr. and Mrs. Jeffrey Twyman Mr. Charles Mappin and Syndy & Rick Patzlaff Dick and Nancy Shoemate Mrs. Agnes C. Underwood Mr. Robert Franklin Mr. and Mrs. Eric W. Peniston, Jr. Ben Sidorski Ashley Lynn Upchurch Hugo and Julie Uyterhoeven UNITED WAY FOUNDATION The United Way Foundation of Indian River County has been working to secure the financial future of the United Way; to build an endowment that will have an impact for generations to come in supporting the good work United Way of Indian River County does in this community.

The endowment is being built through a combination of current contributions and deferred planned gifts including commitments for a charitable gift to the United Way Foundation in one’s will, living trust, or estate plan. It affords donors the opportunity to perpetuate their financial support and provide for the future health and human service needs of Indian River County.

Gifts to the Foundation are invested for growth with a percentage available for distribution each year to support and sustain the critically important work being done in health, education, and financial stability. By providing a dependable revenue stream year after year, these gifts ensure that United Way of Indian River County is positioned to respond to pressing community needs, now and in the future.

We gratefully acknowledge our Legacy Society members that have made commitments to being a partners in our critical work in perpetuity. At the end of the 2017-18 fiscal year, the United Way Foundation of Indian River County had over $4 million in assets under management with another $4 million in documented legacy gifts that will be realized in the future. hope To learn more about endowing your annual support, call (772) 569-6777. In early September 2017, Hurricane Irma powered through recovery was long. With unanimous approval from our Board the Caribbean and made landfall in Florida, leaving a trail of of Directors, we directed $69,188 to help in their efforts to destruction and causing approximately $65 billion in damage. restore homes, buildings and programs essential to the Keys 2017-2018 The storm caused widespread flooding and wind damage community. Part of our donation went towards a matching across our county and significant damage from the Florida grant to offset the costs of construction for “Keys Keys through Georgia. Virtually every home in the Keys was Cottage” on Big Pine Key, which are affordable housing options UNITED WAY FOUNDATION BOARD & STAFF affected by Irma, with nearly a quarter of the residences for families whose homes were destroyed by the storm. completely destroyed. Just two weeks later, Hurricane Maria Fritz Blaicher, Chair John McCord Elizabeth Ullian made landfall in Puerto Rico as a category 4 storm and became During times of crisis, United Ways take on a variety of roles the worst natural disaster in the island’s history. ranging from critical short-term assistance to long-term Dennis Ferro, Vice Chair Michael Kint Executive Director 2017-18 recovery. David Sams, Treasurer CEO, United Way of Indian River County Michelle Malyn As part of our mission to build stronger communities, and to fight for the health and safety of every person in every CEO, G2 Investment Group Lee Moore Executive Director 2017 community, we sprang into action and created solutions for Mike McGee, Clay Price, CPA, CFF those whose lives that were affected by these unforeseen Secretary natural disasters. With many of our residents living on the Financial Advisor Clay Price & Associates, P.A. verge of poverty, we knew that loss of work and unexpected storm expenses could push them over the edge. We distributed Jan S. Beck, Randy Rolf $45,000 in Publix gifts cards to help our residents begin the A1 Roof Trusses, Ltd. Jonathan Schwiering, CIC long journey of recovery. With a major influx of requests for assistance, we knew we needed a single clearinghouse for Ned Dayton President, Vero Insurance individual requests, so we collaborated with Treasure Coast Anthony Guettler Marlynn Scully Homeless Services Council to manage $95,000 of direct service and case management for local storm victims. Our Attorney, Gould Cooksey Fennell Hope Woodhouse efforts helped to meet the immediate and emerging needs of Dennis Marlo Retired Chief Operating Officer, 1,134 Indian River County households impacted by the storm. Rendering of one of the four cottages that were built on Big Pine Key; The damage was devastating for the Keys and the road to designed and developed by Marianne Cusato. Jim Marley Bridgewater Associates Legacy Society

Mr. and Mrs. Richard S. Jackson Mr. and Mrs. Charles W. Moritz Fred and Jean Sirianni LEGACY DONORS Kip and Mary Jacoby Chad & Lisa Morrison Peggy and John Sirich Downing Jenks Charitable Trust Nextera Energy Foundation, Inc. Leroy Smith George and Sandy Kahle The M. J. O’Brien Family Foundation- Louise L. Smith The Kahle Foundation Anonymous Gift in Living Honor of Mrs. Margaret A. Smith Tocqueville Legacy Circle Leadership Legacy Circle Michael and Sandy Kint Ralph and Jane King Mr. and Mrs. Benjamin F. Stahl, Jr. William N. Kirk O’Malley and Siedler Families Estate of Florabel L. Stevens The following individuals have either made or made The following individuals have either made or made Mr. and Mrs. F. Curtis Lane Beverly B. O’Neill Tommy and Simonetta Steyer provisions for a thoughtful legacy gift to endow their provisions for a thoughtful legacy gift to endow their Bobby and Lynn Lindsey Mr. Richard W. Paull Rosanne and Jeffrey L. Susi annual gift to the United Way of Indian River County annual gift to the United Way of Indian River County as John J. and Francesca W. Logan Bill and Karen Penney Lois and Jim Thompson, in honor of as members of the esteemed Alexis de Tocqueville members of the distinguished Leadership Investment Mr. and Mrs. William E. Lower Raymond T. Perring J.A. “Coach” Thompson Society. Each year, the Foundation will make a gift Society. Each year, the Foundation will make a gift of Marcia P. Lunka William and Mary Phelan Mr. and Mrs. Mark Thurn $1,000- $9,999 to the annual campaign in their names of $10,000 or more to the annual campaign in their John and Nancy Luther Deborah Morrell Polackwich and Mr. and Mrs. Charles M. Travis in perpetuity. Alma Lee Loy Alan Polackwich Estate of Helen M. VanBlarcum names in perpetuity. Ursula Ma Dan and Joan Preuss Mary Beth Vallar Norman and Ann Baker Fred M. and Gay C. Blaicher Michelle and Josh Malyn Estate of Clarence W. Redstone Deborah Vickers Bill and Nancy Curtis Mr. and Mrs. Thomas Manwaring Mr. and Mrs. Robert D. Reisman James and Faith Victory Dick and Sally Brickman Chris and Don Loftus Edward and Sherry Ann Dayton The Estate of Stanley T. Manzer Richardson Foundation Christine and Mike Videtic Jim and Melinda Marley Joseph L. and Sarah S. Marcum Mr. and Mrs. C. Graydon Rogers Ethel M. Wasmuth Trust Ralph T. King Dr. Julie Vargo and Dr. David O’Brien Ed and Jo Massey Hugh Rosaaen Karl E. Wenk, Jr. Betty and Jim McDonald David and Betsy Sams Walter J. and Mae S. Matthews Mrs. Katherine H. Rose Lewis Stanley and Edward and Dawn Michael Daniel and Karen Somes Mildred D. McMichael Trust David and Betsy Sams Myrna Newell Whitaker Marjorie Hopwood Richardson and Mr. and Mrs. Norval B. Stephens, Jr. David and Claudia McNulty Mark and Carolyn Sanchez Elizabeth Whittall Danforth Kidd Richardson Peter and Terry Sullivan Dr. and Mrs. Roger Meyer The Schumann Foundation Archie S. Wingfield, Jr. Charitable Trust Sandy and Randy Rolf Mrs. Helen F. Miller in memory of Mr. and Mrs. John Schumann, Jr. Henry and Joan Woodhouse Marlynn and Bill Scully Danforth Miller, Jr. Marlynn and Bill Scully Manley H. Mitton Trust Mr. and Mrs. John C. Scully David Mixter and Carol Baldwin Thomas and Charo Segura John E. and Lee R. Moore Mr. and Mrs. David Shapiro Legacy Society The following companies, private foundations, and individuals have made or made provisions for gifts to the Foundation to support the many facets of the critically important work of our local United Way here in Indian Memorial Gifts River County for generations to come. Memorial gifts celebrating the life of the following individuals have been made by their family, friends and 43 donors who wish to remain anonymous Carol Crittenden Jim and Jennifer Gabbard colleagues to honor their philanthropic spirit and forever support United Way’s working in advancing the common Fran Adams Mr. and Mrs. William C. Cummings Priscilla and Dick Gavoor good here in Indian River County. Valerie and Douglas Anderson Marybeth and Chuck Cunningham Mrs. John R. Gould Eve Ballance in honor of Norma Lister Oscar H. and Helen L. Curry Gracewood Fruit Company Louis Allocca Hayden Harlow James Orr McCue, Jr. Marguerite Lydia Shattuck Alan Bartol Curtis Ward & Associates PA Norva Z. Green Elliot A. Baines Doris Hardesty John C. Metzger, Jr. Jean Sirianni Robert W. Bauchman Dr. and Mrs. William M. Cutler Lynn Hall Jesse Loy Baldwin Mabel B. Harris Danforth Miller, Jr. Trevor Smith Sandra Block in honor of Barbara C. Block Alice and Rene Donars Jay W. Hart Kathleen Branca Mr. Forrest Haselton Clair Brunetti Mr. and Mrs. Hamilton R. Duncan Margaret Harvey Jim Milliken Jane Osborne Stoddard Mr. and Mrs. Anthony Buford, Jr. Mrs. Stewart A. Dunn Bill and Carolyn High Elmer T. Browne Mr. and Mrs. William B. Howell Fils-Hime Naus Virginia Wollenzin Michael and Miriam Burns Mr. and Mrs. David W. Edwards Mr. and Mrs. Don R. Hinkley Margot Coleman Benjamin Jaques Martin G. Noon George Wonderly Donald R. and Myra J. Burns Robert R. Elser and John and Mary Hobart Dorothy Coufos Charles R. Johnson Kay and Walter O’Malley Joseph Zemke Doris Land Butler, in loving memory of Mary Lou Commerford Richard and Lucy Hope Archie T. Croteau Ruth Karpf Christy Pappadouplos Ruth M. Zimmer Grace R. Byrd Mr. and Mrs. Jack L. Ernsberger J. M. Hopwood Charitable Trust Ray Kempkin C. Gorham Phillips Peter Roy Carney Mr. and Mrs. Kenneth D. Felten Mr. and Mrs. William B. Howell Mr. Charles E. Davis, Jr. Richard Canty and Hope Woodhouse Henry Patrick Fitzgerald William K. & Barbara W. Howell Olga Draper Ralph T. King Alphonsus Polackwich John “Jack” Chamberlain Mr. and Mrs. William O. Fleming Henry H. Hoyt, Jr. Ellen Ann Dunham Jon W. Ludwig Mitchell Rendell Susan L. Chenault Florida Power and Light Allen and Ann Hubbard J.B. Egan III J. Albert Marshall, Jr. Elizabeth M. Rich Mr. and Mrs. J. Warner Clark Gifford and Ellen Foley Mr. and Mrs. William Y. Humphreys Charles V. Fenn Walter J. Matthews Charlotte Anne Rolfe P. Ross Cotherman, CPA Indian River National Bank Mr. and Mrs. John B. Ford III Thomas Fratar John McConnell, Sr. Willliam Romanowski D. Lorne and Jane R. Coyle Faith G. Frazier Ilain Isaac FINANCIALS FINANCIALS United Way Foundation of Indian River County United Way of Indian River County United Way Foundation of Indian River County, Inc is a separate nonprofit organization classified asa Type I Donors continue to see the value of investing in United Way of Indian River County’s Community Impact approach to supporting organization. It is governed by a local volunteer Board of Directors comprised of financial professionals local problems, leading the way from quick fixes to real, lasting change. Individuals, businesses, corporations, and and community leaders. The Foundation is committed to building a permanent endowment by generating funds in foundations supported UWIRC’s efforts to bring in $3,069,119 in fiscal year 2017-18. support of the community-wide work of United Way of Indian River County. Please find copies of our IRS 990 and our most recent audit at UnitedWayIRC.org/financial-information. Please find copies of our IRS 990 and our most recent audit at UnitedWayIRC.org/financial-information. FISCAL YEAR 17-18 FISCAL YEAR 17-18 FINANCIAL STATEMENTS FINANCIAL STATEMENTS

Income Income Contribution...... $66,674 Public Support and Revenue...... $3,096,119 Investment Return, Net...... $330,765 Expenses Total Community Support Services...... $2,815,571 Public Support and Revenue...$397,439 Campaign Fund Development...... $450,061 Expenses Management and General...... $201,088 Community Support Services....$61,353 Endowment Operations...... $118,037 Total Expens- es...... $3,466,720 Total Expens- Change in Net Assets...... es...... $179,390 (370,601) Change in Net Assets...... $218,049 *Please note: all information below is from the Net Assets, Beginning of Year...... $3,649,494 OUR WORK 2017-18 United Way of Indian River County 990. ASSETS 23% 9.7% RESTRICTED Resource DONOR RESTRICTED FUNDS: FUNDS 84.2% Development Consists of gifts restricted by the donor for Community a specific purpose. Impact DONOR UNRESTRICTED FUNDS: 6.1% Consists of gifts that can be used more 77% Administration broadly to support the work of UWIRC. UNRESTRICTED FUNDS UNITED WAY’S MISSION IS TO IMPROVE LIVES BY MOBILIZING THE CARING POWER OF COMMUNITIES.

www.UnitedWayIRC.org 1836 14th Ave. Vero Beach, FL 32960 @UnitedWayIRC