2009-10 heart of florida united way annual report

LIVE UNITED

ANNU

AL R

EPOR

T

1009

GIVE. ADVOCATE. VOLUNTEER.

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OUR VISIONTo engage all citizens to work together to

build healthy, safe, caring and strong communities.

OUR MISSION To improve lives by mobilizing

the caring power of communities.

INFLUENCE

GIVE 110%

THE CONDITION OF ALL.DONATE. VOLUNTEER.CHANGE A LIFE.

GIVE A SATURDAY.REACH OUT A HAND TO ONE AND

GIVE AN HOUR.

GIVE 10% GIVE 100%

OPEN YOUR HEART.

LEND A HAND.FIND YOUR VOICE.

LIVE UNITED

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Message from Chairman of the Board and President/CEO ............. 4

Success Story ................................................................................. 5

Responding to the Crisis: The Basic Needs Campaign ................... 6

Emergency Community Assistance ................................................. 7

United Way 2-1-1 & Elder Helpline ................................................. 7

United Way Volunteer Resource Center ........................................... 8

United Way Gifts in Kind Center .................................................... 8

Prosperity Campaign of Central Florida ......................................... 9

HIV/AIDS Care and Assistance........................................................ 9

Investing in Results ..................................................................... 10

Leading the Change ..................................................................... 11

Building Safe Communities.......................................................... 12

Improving Financial Stability ....................................................... 13

Developing Healthy Children and Families ................................... 14

Alleviating Hunger and Homelessness ......................................... 15

Campaign Highlights ..............................................................16-17

Fund Distribution Process ............................................................ 18

United Way Partner Agency List .................................................... 19

Alexis de Tocqueville Society....................................................20-21

United Way Women’s Leadership Initiative ................................... 22

United Way Loaned Executive Program ......................................... 23

Statement of Financial Position ................................................... 24

Success Story ............................................................................... 25

Marketing and Media ................................................................... 26

Board of Directors ........................................................................ 27

TABLE OF CONTENTS

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Robert H. (Bob) Brown President/CEO Heart of Florida United Way

Bill WilsonChairman of the Board, Heart of Florida United WayExecutive Partner,Holland & Knight LLP

Everywhere we turn these days, we see reminders that our community is facing an unprecedented crisis of need. From neighbors who are losing their homes to families who are struggling to feed their children, we only have to look next door, down the street or across the grocery store to see people who are hurting.

As further proof of need, calls to 2-1-1, United Way’s 24-hour crisis hotline and information and referral helpline, have risen steadily. Last year alone, nearly 120,000 calls were received, representing a new record high. Through September of this year, 2-1-1 already surpassed that number, with a full quarter to go. Even more telling, approximately 75% of all calls over the past several months have been from first-time callers – a clear indication that the crisis is widening and shattering even more lives.

United Way has been responding to the crisis in significant ways. Last year we raised, managed or distributed $25.2 million in total resources, which helped improve the lives of nearly one-in-five Central Floridians. The largest portion of this sum was $17.1 million raised through the Community Campaign, strongly supported by our corporate partners and a very generous community.

It also includes nearly $1 million raised through the Basic Needs Campaign, which was launched to provide immediate assistance to the growing number of residents who are unable to pay for housing, utilities and other life necessities.

While responding to current need, United Way is also prudently moving ahead with Investing in Results, a bold strategic approach that’s seeking prevention-based solutions for addressing poverty, juvenile crime, low graduation rates, homelessness and other serious issues. To date, cabinets, comprised of subject experts, have formed around three of our focus areas, with the fourth cabinet now in formation.

Though the year ahead will be even more challenging, hopes are high and energy is strong as our community rallies together to help neighbors in need. United Way is proud to help lead this life-changing effort and work with so many outstanding partner agencies that are doing all they can – every single day – to help our neighbors get back their feet.

A MESSAGE FROM THE CHAIRMAN OF THE BOARD AND PRESIDENT/CEO

Robert H. (Bob) BrownBill Wilson

Approximately 75% of all calls over the past several months have been from first-time callers.

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Ken Lysiak isn’t the type of man who finds it easy to ask for help. A 58-year-old military veteran and resident of Ocoee, Ken worked hard to support his family by driving a truck for a major transportation company. But when the economy went south and the company faltered, he lost his job after 15 years of service.

Ken knew he needed to find another job fast. Though his own children are grown, he and his wife of 37 years, Karla, are raising their grandchildren, ages 14 and 4. Despite his willingness to do most any job, Ken could not find work.

With bills piling up and two months behind on his rent, Ken called United Way 2-1-1 after hearing about a federal program that United Way is administering to help people avoid or recover from homelessness. Not only did he qualify for immediate rent assistance, United Way case managers helped him take steps to reduce debt, better manage his family budget and develop new skills to aid in his job search.

“Since I’ve been in the program, I’ve consolidated my utility bills, lowered my truck payment and stuck to a budget better suited for my family and our needs,” Ken said. “I’ve also learned about a wider range of options for finding employment, getting additional help and furthering my education.”

Thanks to job retraining, Ken is now working full-time as a quality control technician and he and his family are getting back on their feet. “I would like to thank United Way for all their help,” he said. “Without it, I don’t know where I’d be today.”

When you support United Way, you support our work to help thousands of people like Ken and his family who are struggling in these difficult times to pay for housing, utilities, food and other basic needs.

Laid Off After 15 Years, Ken Lysiak Keeps Family Afloat with Help from United Way

Success Story

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our community has been rocked to its core by the deepest economic crisis in modern history. Double-digit unemployment, soaring foreclosures and lost benefits have taken a terrible toll on thousands of hardworking residents, many of whom can no longer pay their rent, feed their children or keep the lights on.

Fortunately, thanks to a very generous community, United Way has been there to help. We wish to thank the many local companies, individuals, foundations and government organizations who have been tremendous partners in our efforts to make a difference.

On the following pages are highlights of how United Way’s programs and services have helped nearly one-in-five residents in need.

Over the past year,

In response to Central Florida’s great and growing crisis of need, United Way launched the Basic Needs Campaign to provide immediate assistance for qualified residents who are unable to pay for housing, utilities, food and other life necessities.

Created as a temporary response to an unprecedented situation, the campaign was created in May 2009 with nearly $350,000 in funding provided by Dr. Phillips Charities and Bank of America. Since then, many other generous corporate and foundation partners, as well as individual philanthropists, have stepped forward to support this important effort. To date, these partners include the Winter Park Health Foundation, the Universal Orlando Foundation, the VanderWeide Family Foundation, Walt Disney World, Hartford Insurance and the Kiwanis Club of Orlando. To maximize the support available to families in crisis, United Way is covering the campaign’s full administrative costs, thus ensuring that every donated dollar goes directly to help people in desperate need.

Since the start of the Basic Needs Campaign, NEARLY $1 MILLION has been raised to help more than 2,631 tri-county residents and their families survive the ongoing economic crisis.

RESPONDING TO THE CRISIS...

THE BASIC NEEDS CAMPAIGN

HEART OF FLORIDA UNITED WAY PROGRAMS AND SERVICES

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Approximately 154,628 tri-county residents facing hunger, homelessness and other serious problems received emergency assistance through United Way’s Stewardship Program.

Dollars managed by the program supplement the work of local health and human service agencies, which serve people who are homeless, hungry or facing other serious economic emergencies.

Program Highlights:• Managed more than $6 million, including funds received from the federal

Emergency Food and Shelter Program (EFSP), which addresses urgent social service needs in Orange, Osceola and Seminole counties.

• Partnered with the Orlando Utilities Commission and other local utilities to maintain and establish programs that help qualified customers receive timely assistance in paying utility bills. In all, 1,927 families were helped through $609,872 distributed in assistance.

• Administered more than $2.5 million in federal stimulus dollars allocated to Orange County for the Homeless Prevention and Rapid Rehousing Program (HPRP), which helps people avoid or recover from homelessness.

EMERGENCY COMMUNITY ASSISTANCE

Much like 4-1-1 or 9-1-1, United Way 2-1-1 is a free, 24-hour community crisis and suicide hotline and information helpline. In addition to helping people deal with any problem that overwhelms their ability to cope, 2-1-1 links those in need with nearly 2,000 programs that offer help with utilities, housing, food, child care, elder services, Medicare Part D and much more. For the tens of thousands of Central Floridians who call each year, 2-1-1 is a quick link to essential community services.

Program Highlights:• A record-setting 119,630 calls were received in 2009, representing a 4% increase over 2008, and a 47% increase over 2007.• The top two requests by callers were for utility and housing assistance - more than 60% of all calls last year. Calls for food

assistance rounded out the top three, at a little over 6%. • Nearly two-thirds of callers had children, and job loss or wage reduction was cited as the primary reason they needed services.• As a result of a contract with the Florida Department of Children and Families, 2-1-1 expanded to include a crisis and suicide

prevention hotline, staffed by highly trained and certified call specialists. • 2-1-1 also shared valuable information about the FamilyWize prescription discount card, the OUC Project Care utility program,

and the Earned Income Tax Credit, which puts money back into the hands of hardworking people.• 2-1-1 statistics, which provide a real-time barometer of community need, are distributed monthly to local business, government

and nonprofit leaders to assist in planning and increase awareness of community needs, issues and trends.• Through partnerships established with United Way of Marion County and United Way of North Central Florida, 2-1-1 began

providing services to an additional eight counties beyond the tri-county region.• 98 percent of all 2-1-1 callers reported receiving critical information or support that helped them

resolve pressing needs.

UNITED WAY 2-1-1 – A 24-HOUR CRISIS & REFERRAL HELPLINE


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The Volunteer Resource Center (VRC) connects corporate volunteer groups, individuals, families and students with opportunities to make a difference in our community. More than 150 local nonprofit agencies received assistance in recruiting, training and managing volunteers whose donated time and talent helps stretch precious resources.

Program Highlights:• Organized United Way Days of Caring, Central Florida’s largest community-wide volunteer event. In 2009, more than

1,600 corporate volunteers helped complete 26 projects benefiting local nonprofit agencies and the people they serve. Participating companies included Lockheed Martin, Walt Disney World Resort, Publix Super Markets, Inc., AT&T, Fifth Third Bank and nearly 40 others.

• Sponsored a United Way Day of Action project that provided much-needed repairs and security improvements to the home of an elderly Pine Hills resident. Funded with a grant from the Orange County Neighborhood Services Division, the project was completed by 70-plus community volunteers. It also supported United Way’s strategic efforts to improve community safety.

• Registered 1,089 new volunteers through the VRC’s website, which lists dozens of opportunities for volunteers to get involved and make a difference. In all, 2,274 volunteers were referred to 148 local nonprofit agencies that needed volunteer assistance.

• Coordinated 128 group projects, resulting in more than 20,000 hours of volunteered time valued at approximately $417,000.

UNITED WAY VOLUNTER RESOURCE CENTER

UNITED WAY GIFTS IN KIND CENTER (GIKC)The Gifts in Kind Center (GIKC) solicits and collects donated merchandise and materials for redistribution to local nonprofit agencies and school organizations. Distributed items include personal care products, office supplies, seasonal merchandise and more.

In addition to providing an outlet for tax-deductible business donations, the center provides agencies access to much-needed goods at greatly reduced costs, thereby increasing their economic efficiency – something Heart of Florida United Way continually strives to do.

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The Prosperity Campaign of Central Florida addresses growing poverty in our region by promoting financial literacy and improving low-income residents’ access to financial services and resources.

As part of the campaign, United Way promotes the Earned Income Tax Credit (EITC), which

is credited with lifting more children out of poverty than any other federal program.

Collectively, EITC refunds pumped $422.4 million back into the local economy – a one-year increase of 7 percent.

The Prosperity Campaign also promotes the FamilyWize card, a free, easy-to-use prescription discount program which reduces the cost of medications by an average of 35%.

Program Highlights:• In tax year 2008, 190,528 EITC claims were filed in Central

Florida.• Refunds of up to $5,600 per family helped people increase their

financial stability by paying down debt, saving for a home, enrolling in job training programs or covering any basic need.

• Last year nearly 8,000 people visited free tax prep sites promoted by Heart of Florida United Way.

• Central Floridians have used their FamilyWize prescription discount cards more than 20,000 times, resulting in a cumulative savings of more than $350,000.

THE PROSPERITY CAMPAIGN OF CENTRAL FLORIDA

Program Highlights:• Distributed $661,496 worth of donated supplies and materials to more than 100 local nonprofits.• Office Depot, Alcon, Bed Bath & Beyond and several trade show groups were among the numerous

businesses that made tax-deductible, in-kind donations.

How You Can HelpIf you or your company have new or used surplus goods and would like to make a large-scale, in-kind donation, contact the center at (407) 835-0900 x 232, or e-mail [email protected].

Serving HIV/AIDS patients throughout Orange, Osceola, Seminole and Brevard counties, the Ryan White Part B/General Revenue Program helps improve the quality of life for thousands of HIV/AIDS patients each year.

As lead fiscal agent, HFUW annually receives more than $2 million dollars to fund patient care and support services provided through a network of eight AIDS service organizations and more than 200 service providers.

Program dollars are targeted for underserved groups, such as people who may be uninsured or unable to pay for expensive HIV/AIDS treatments. Provided services include medical care, case management, pharmaceutical assistance, transportation, mental health services, home health care, food baskets, substance abuse services, nutritional counseling and dental care.

Program Highlights:• Served more than 3,500 people infected with HIV/AIDS.• Received an additional $259,000 in Ryan White funding to

increase direct-care services to patients residing within Orange, Osceola, Seminole and Brevard counties.

• Increased HIV prevention efforts targeting at-risk youth through the Central Florida AIDS Planning Consortia Prevention Committee.

• Exceeded contract expectations by expending more than 99% of awarded contract dollars.

HIV/AIDS CARE AND ASSISTANCE


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INVESTING IN RESULTSHeart of Florida United Way is moving in a bold, new direction focused on prevention. Building on our tradition of helping millions of Central Floridians since 1939, we’re now addressing the root causes of problems that affect people’s lives and our community. Our goal is to create lasting, measurable change – not just for today, but for generations to come.

Focusing on PreventionWe know that even with great work by United Way and our agency partners – as well as tremendous generosity from our community – health and human service problems have continued to grow and compound. Not only is prevention the right thing to do for people, it also makes smart economic sense. Research shows that for every dollar spent on prevention, a minimum of $7 is saved on intervention.

Therefore, Heart of Florida United Way has put a stake in the ground and is declaring bold goals to find long-term solutions for our community’s most pressing problems. Areas we are focusing on include:

• Building Safe CommunitiesCreating safer neighborhoods by reducing crime – especially youth violence – through programs that mentor teens, improve high-school graduation rates and promote life success

• Improving Financial StabilityHelping low-income families increase their financial stability through financial literacy programs, credit counseling, improved access to affordable childcare and resources for building savings

• Developing Healthy Children and FamiliesCreating strategies focused on healthy beginnings, access to healthy choices for children, youth and adults, and family engagement and education

• Alleviating Hunger and Homelessness Reducing hunger and homelessness by linking people to public assistance programs, affordable housing and other prevention-based resources

Community Problems Require Community SolutionsAs our region’s largest supporter of health and human service organizations, HFUW is in a unique position to lead the community in creating new prevention-based solutions.

That’s why we’re convening, collaborating and partnering with issue experts, nonprofit professionals, business leaders, academics, private citizens, faith-based groups and others in addressing agreed-upon priorities.

Change won’t occur over night, but when it happens it will be deep and lasting. Moving the needle on complex issues requires steady, sustained focus over the next several years. United Way, guided by community volunteers, will measure progress and report results back to the community every step of the way.

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Ed Timberlake, ChairChairman of the Central Florida Board Seaside National Bank & Trust

Mark Brewer, Vice ChairPresident/CEOCommunity Foundation of Central Florida

Robert H. (Bob) BrownPresident/CEOHeart of Florida United Way

Lania CrouchHuman Services/Library ServicesOsceola County Government

Michael Frumkin, Ph.D.Dean, College of Health & Public AffairsUniversity of Central Florida

Mark A. JonesPresident Dr. P. Phillips Hospital

Dr. Laurie JoynerInterim ProvostRollins College

Ray LarsenExecutive DirectorCentral Florida Commission on Homelessness

Patty MaddoxPresident/CEOWinter Park Health Foundation

Ronald F. Piccolo, Ph.D.Associate Professor, Crummer Graduate School of BusinessRollins College

Jacob StuartPresident/CEOCentral Florida Partnership

Michele SaundersDirector of Community ServicesSeminole County Government

Donna TemplinCommunity Volunteer

Linda WeinbergDeputy County AdministratorOrange County Government

INVESTING IN RESULTS COUNCIL

Building on United Way’s longstanding tradition of engaging volunteers in nearly every aspect of our operations, nearly four dozen local community leaders and issue experts have been instrumental in guiding the transition to Investing In Results (IIR).

Leading the way has been the Investing In Results Council, which spent two full years researching and vetting every aspect of the new model prior to its implementation. Chaired by Ed Timberlake, Chairman of the Central Florida Board for Seaside National Bank & Trust, the council continues to provide valuable insight, guidance and independent review.

In early 2009, cabinets formed around two of United Way’s new focus areas, Building Safe Communities and Improving Financial Stability. Tasked, respectively, with finding new solutions for addressing crime - particularly juvenile crime; and helping families strengthen their financial resources, the cabinets spent more than 500 hours reviewing prevention-based agency programs that support focus-area goals.

Marking a milestone in our 71-year history, these cabinets also helped launch United Way’s competitive, grant-making process, which awards funding based on a program’s strategic ability to move the needle and achieve community-level change.

A third cabinet formed in early 2010 around Developing Healthy Children and Families. Its members have identified prevention-based strategies for encouraging better health and well-being for local children, youth, adults and families. They will be working with local partner agencies to create lasting change.

A fourth cabinet is in formation to address Alleviating Hunger and Homelessness. In addition to partnering with the Central Florida Commission

on Homelessness, United Way’s strategies in this area will focus on hunger, lack of stable housing and access to public assistance programs.

LEADING THE CHANGE

For Central Florida to be the community we want it to be, United Way must be a strong, vibrant force in caring for people in need. It’s why I strongly support

United Way and it’s how I LIVE UNITED.

Ed TimberlakeChair, Investing in Results Council

Chairman of the Central Florida BoardSeaside National Bank & Trust

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Dr. Laurie Joyner, ChairInterim ProvostRollins College

Donna Templin, Vice ChairCommunity Volunteer

W. Gene GraceDirector, Student Safety & Student Alternative PlacementSeminole County Public Schools

The HonorableAlicia L. LatimoreCircuit JudgeNinth Judicial Circuit Court

Ray ThomannDistrict Security SpecialistThe School District of Osceola County

Dr. Roberto Hugh PotterProfessorCriminal Justice and Legal StudiesUniversity of Central Florida

Captain Charles RobinsonCrime Prevention Division CommanderOrlando Police Department

Dr. Joy W. TaylorDirector, Title 1 Federal ProgramsOrange County Public Schools

BUILDING SAFE COMMUNITIES CABINET

BUILDING SAFECOMMUNITIES

When United Way asked Central Floridians to identify their top community concerns, crime and unsafe neighborhoods outranked all other issues. In response, Building Safe Communities was established as one of our four focus areas. In seeking new solutions for addressing the root causes of crime, particularly youth crime, United Way is, among other things, funding programs that help young people excel in school, graduate with positive options and become successful adults.

The following are highlights of what has been achieved with United Way support:

• Approximately 26,000 children and youth participated in after-school programs and other activities that encourage school success and steer kids away from crime and risky behaviors.

• More than 23,000 people received substance abuse and mental health prevention/intervention services.

• Nearly 5,000 children improved or maintained school performance through youth development programs.

• More than 3,000 youth were served through outreach programs that increased their ability to make positive decisions.

Success Story

Note: Figures are based on data provided by agencies. Not all agencies collect all categories of demographic data for all clients. The figures also include the United Way 2-1-1 & Elder Helpline.

Everything Elizabeth* has in life, she’s worked hard to achieve with no help from anyone else. Quiet and unassuming, she foregoes nice things for herself in order to provide extras for her children, Sam, 11, and Sarah, 13.

As an assistant manager at a local pizza restaurant, Elizabeth struggled for years to make ends meet. So when the economy crashed and she lost her job, her finances quickly unraveled.

After hearing about a federal program United Way is administering to help people avoid homelessness, Elizabeth called United Way 2-1-1 and was quickly qualified to receive temporary rent assistance.

Surviving Job Loss: United Way Provides Hope and New Beginnings for Elizabeth

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IMPROVINGFINANCIAL STABILITY


Mark A. Jones, ChairPresident Dr. P. Phillips Hospital

Lisa Portelli, Vice ChairProgram DirectorWinter Park Health Foundation

Ronald W. AlbertSPEC Territory ManagerInternal Revenue Services

Gloria BaileySenior Vice President/Senior Client ManagerBank of America, Merrill Lynch

Janet HamerSenior Community Development ManagerFederal Reserve Bank of AtlantaJacksonville Branch

Yolanda LondoñoVice President of Global Social ResponsibilityTupperware Brands Corporation

Nana Robertson, M.S.Program Manager, Early Childhood Dept.Seminole State College

Chris ToadvineToadvine & Associates

Sharron R. WashingtonCircuit 9 Operations ManagerFlorida Department of Children & Families

IMPROVING FINANCIAL STABILITY CABINET

Even before the financial crisis began, thousands of Central Floridians were walking a financial tightrope. Often working two or three jobs just to survive, many had no opportunity to improve job skills or save for an unexpected crisis, such as illness or job loss. The desperate circumstances many residents are now facing underscores the importance of United Way’s focus on helping low-income families improve their financial stability. That’s why, among many other things, we’re funding prevention-based programs that help people learn how to create workable budgets, manage credit, build savings and improve their ability to weather future storms.


• Approximately 3,300 people took part in personal growth and skills training to increase opportunities for successful employment.

• More than 14,000 people received financial education and counseling to improve or maintain assets and self-sufficiency.

• Nearly 30,000 people received clothing, furniture, employment assistance and childcare subsidies, which are critical stepping stones to self-sufficiency.

In addition to keeping the family in their home, United Way case managers provided the ongoing support and encouragement Elizabeth needed to enroll in GED classes to earn her high school diploma.

She also learned new computer skills at the local library and participated in a Goodwill Industries self-sufficiency program, which helps people find employment and prepare for interviews.

Thanks to timely help received through United Way, Elizabeth is flourishing and moving ahead. More confident and hopeful, she continues to improve her job skills. Most of all, she’s proud that she’s setting a good example for Sam and Sarah to follow as they grow up.

When you support United Way, you support our work to help thousands of people like Elizabeth and her family who are struggling in these difficult times to pay for housing, utilities, food and other basic needs.

*Client’s identity has been changed to protect her privacy

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DEVELOPING HEALTHYCHILDREN AND FAMILIES

Families are the smallest unit of society, yet they represent its most important building block in creating a healthy, strong community. That’s why United Way is committed to ensuring Central Florida families have the critical support and resources they need to thrive. Through Developing Healthly Children and Families, we’re funding programs that provide affordable, high-quality child care; parent training workshops; family counseling; warm, nutritious meals for seniors; safe shelter for abused women and children; and so much more.


• Approximately 33,000 people participated in education services that helped them improve or maintain healthy behaviors.

• Nearly 18,000 women and children facing domestic violence received help in escaping dangerous situations.

• Nearly 17,000 people received family development services, such as counseling, reunification, parent training and prenatal care education.

• Some 12,500 senior citizens benefited from assistance with meals, transportation and daily care.

• More than 2,300 residents with disabilities took part in workshops and adult training programs.

• More than 1,500 youth participated in mentoring and counseling services that help teens successfully transition to adulthood.

Ronald F. Piccolo, Ph.D., Chair Associate Professor, Crummer Graduate School of BusinessRollins College

C. Josef Ghosn, Ed.D., Vice ChairSr. Vice President, Chief Strategy OfficerFlorida Division of Adventist Health System

Lonnie C. Bell, Jr.Director Orange County Family Services Department

Nancy Ellis, Ph.D.DirectorCenter for Community PartnershipsUniversity of Central Florida

Paul HoyerPastorHoly Cross Lutheran Ministries

Belinda Johnson-CornettAdministratorOsceola County Health Department

Jennifer Kent-Walsh, Ph.D.Associate Professor, Department of Communication Sciences and DisordersUniversity of Central Florida

Margaret LinnaneDirectorPhilanthropy & Nonprofit Leadership CenterRollins College

Merewyn E. “Libba” Lyons, Ed.D.Director, Grant ServicesOrange County Public Schools

Judy ThamesVolunteerAARP

Therry Feroldi, Sr. Health PlannerThe Health Council of East Central Florida

Debbie WatsonVice PresidentWinter Park Health Foundation

Karen WillisCEOEarly Learning Coalition of Orange County

DEVELOPING HEALTHY CHILDREN AND FAMILIES CABINET Success Story


As a mental health professional, Marti Gitto-Brady, 68, has spent her entire career helping others. With a master’s degree in counseling and a 20-year career in the nonprofit sector, she never imagined she’d be the one needing help.

But when the Orlando agency she worked for lost grant funding, her job was one of the first to go. Certain that another

When Her Job Disappeared, Marti, 68, Had Nowhere to Live But Her Car

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ALLEVIATING HUNGERAND HOMELESSNESS

For most of us, having enough food and a warm, safe place to sleep are considered basic rights. Unfortunately, for a growing number of Central Floridians – including families with children – hunger and homelessness are daily realities. Unemployment, foreclosure, serious illness and domestic violence are among a multitude of factors that contribute to rising rates of hunger and homelessness. In response, United Way is helping link people with critical resources, such as affordable housing and utility assistance programs. We’re also partnering with the Central Florida Commission on Homelessness, which is working on long-term solutions to end homelessness.


• More than 43,000 residents received emergency utility and rent assistance to help stabilize crisis situations.

• An estimated 28,000 people were nourished through local food programs. Additionally, more than 19 million pounds of food were distributed in the local community.

• Approximately 6,300 children and adults received homeless services and safe shelter.

• More than 4,600 people benefited from shelter, transportation, and/or utility assistance case management.


job was just around the corner, she got by for a while on unemployment benefits and savings. But when those ran out and the job market hit rock bottom, she faced a difficult decision – continue making her car payments or keep her apartment.

Knowing that she’d need her car to get another job, she chose to give up her apartment. With what little money she had left, Marti stored her belongings and prepared to become homeless. For the next six months – through the blistering heat of summer and the first chill of winter – she and her dog, Taz, lived in her Honda.

Fortunately, Marti found assistance through a United Way administered program that helps people avoid or recover from homelessness.

With help from case managers she moved into a small house, and then found a full-time job. Today she shares her story in hopes of helping others. “You don’t expect to spend your golden years in your car, but what happened to me can happen to anyone,” she said. “Right now, there are so many other seniors and families who are homeless, and they need our help.”

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Top Giving Organizations Contributing $100,000 or more:The Walt Disney CompanyPublix Super Markets, Inc.Lockheed Martin, Inc. Darden Restaurants, Inc.Orange County GovernmentSunTrust Bank AT&TUPS Central Florida DistrictTupperware Brands CorporationFlorida HospitalWachovia Bank, NA – A Wells Fargo CompanySiemens Energy, Inc.Bank of AmericaSeaWorld Orlando | Aquatica | Discovery CoveEnterprise HoldingsCNL Financial Group, Inc.OUC—The Reliable OneFedExFifth Third Bank Orlando HealthSeminole County Public SchoolsMcLane SuneastLowndes, Drosdick, Doster, Kantor & Reed, P.A.

Accounting Firms:Deloitte & Touche LLPErnst & Young, LLPPricewaterhouseCoopers, LLPCross, Fernandez & Riley, LLPAverett Warmus DurkeeMcGladreyThe Institute of Internal AuditorsKPMG LLPOsburn Henning & Company, Certified Public Accountants, P.A.

Building and Design ArtsZachry Construction CompanyBrasfield & Gorrie LLCPCL Construction Services, Inc.PBS&JRing Power CorporationPalmer Electric CompanyRLF, Inc.Camp Dresser & McKee

Williams Company Management GroupHD Supply, Inc.

Business and IndustryOrlando MagicProgress EnergyFlorida Gas Transmission CompanySoutheastern ContainerCoca-Cola North AmericaFlorida Municipal Power AgencyCessna Aircraft CompanyGreater Orlando Aviation Authority Massey Services, Inc.The Andersons, Inc.

Combined Federal CampaignNaval Air Warfare Ctr. Training Sys. Div. NAWCTS US Army PEO STRI Simulation, Training, InstrumentationDept. of VA Orlando VA Medical Center VAMCUSPS-Orlando P&DCDHS Transportation Security Administration, TSA, Orlando & SanfordUSPS-Mid-FL P&DCDOJ-Federal Correctional Complex ColemanBureau of Customs and Border Protection DHS CBP-BinnacleBureau of Customs & Border Protection DHS CBP-LakemontUSPS-Orlando L&DC

EducationOrange County Public SchoolsValencia Community College AdministrationSeminole State College of FloridaRollins College

Financial ServicesBank of New York MellonRegions BankThe Hartford Insurance Group, Orlando Regional OfficeGE CapitalRaymond James & Associates, Inc.State FarmFairwinds Credit UnionSt. Paul TravelersBB&THSBC North America

Looking back over my year as United Way’s 2009-10 Campaign Chair, I am awed by Central Florida’s outpouring of compassion and support on behalf of our neighbors in need.

When the campaign kicked off last fall, we knew we faced significant challenges. But in spite of the worst economic crisis in modern times, our community rallied together to raise an astounding $17,117,229 in the workplace campaign alone.

It’s the great, generous heart of our community that makes Central Florida strong. With so many of our neighbors facing another difficult year, I urge you to generously support United Way. We are all in this together, and together we will come through.

Each year, United Way’s Community Campaign raises millions of dollars to help fund critical agency programs that improve lives and make Central Florida a safer, healthier place to live, work and raise a family. Thanks to a very generous community, last year’s campaign raised an astounding $17.1 million, which was the largest portion of the $25.2 million United Way raised, managed or distributed to help local people in need.

More than 450 companies supported the fundraising effort, which is divided into business sectors. We want to thank and recognize the campaign’s overall largest contributors, as well as top division leaders, listed below.

CAMPAIGN HIGHLIGHTS 2009-10

Des Cummings Jr., Ph.D.United Way 2009-10 Campaign ChairExecutive V.P. of Florida Hospital and the Florida Division of AHS

Joining with people who have a heart for others . . . that’s how I LIVE UNITED.

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CAMPAIGN HIGHLIGHTS 2009-10

Florida State Employees Charitable Campaign (FSECC)University of Central FloridaDCF-District Administration District 7 CoordinatorDOH-Orange County Health DepartmentDEP-Central District OfficeDOT-Florida’s Turnpike EnterpriseDOH-Seminole County Health DepartmentDOT-Maintenance Office - OrlandoDC-Probation/Parole Services - OrlandoDCF-ESS Sanford Service CenterJAC-State Attorney’s Office, 9th Circuit Orange & Osceola

FoundationsMorgridge Family FoundationSiemer Family FoundationElizabeth Morse Genius FoundationWinter Park Health FoundationVanderWeide Family FoundationKiwanis Club of Orlando Foundation, Inc.Gordon J. Barnett Memorial FoundationThe Kimball FoundationClifford & LaVonne Graese FoundationRoberts Family FundGene and Amy Lee FundJames E. & Mary E. Harper Charitable FoundationA Friends’ Foundation TrustCIGNA Foundation Tom & Teresa Quinn FundShell Oil Company Foundation

Health CareBlue Cross Blue Shield Health OptionsAdventist Health System Corporate OfficeHealth CentralInvacare CorporationUnited Healthcare of FloridaJohnson & JohnsonEli Lilly & CompanyMerck & Merck-MedcoAbbott LaboratoriesDelta Dental Insurance

High TechCenturyLinkSprintNorthrop Grumman Litton Laser SystemsNuvox CommunicationsSmart City TelecomGeneral Dynamics C4 SystemsMetavante Banking SolutionsConvergysTriQuint Semiconductor - Sawtek DivisionNew Business Solutions, Inc.

HospitalityMarriott International, Inc.

AAA National Orlando/Orange County Convention & Visitors BureauHyatt Regency-OIAWalt Disney World Swan & DolphinTowne Park, LTD.La Quinta InnHotel Royal PlazaHilton Hotels Regional Office

Labor UnionsAmerican Federation of Government Employees (AFGE)American Federation of State, County and Municipal Employees (AFSCME)Central Florida Building Trades Council Communication Workers of America (CWA) Locals 3108 and 2385Craft Maintenance Council Int’l. Association of Fire Fighters (IAFF) Locals 1365, 2057 and 2117Int’l. Brotherhood of Electrical Workers (IBEW) Locals 606, 1042 and 2000Service Trades Council Seminole Education Association and Support Professionals (SEA) Local 7457United Auto Workers (UAW) Local 78810

Law FirmsHolland & Knight LLPDean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A.Baker & Hostetler LLPRissman, Barrett, Hurt, Donahue & McLain, P.A.Winderweedle, Haines, Ward & Woodman, P.A.Shutts & BowenAkerman Senterfitt, P.A.Mateer & Harbert, P.A.Bogin Munns & Munns, P.A.Moran Kidd Lyons Johnson & Berkson, P.A.

MediaBright House NetworksComcastOrlando Sentinel CommunicationsWFTV-Channel 9–Cox EnterprisesFry Hammond Barr Ron Sachs Communications, Inc.

Nonprofits and AgenciesHeart of Florida United Way, Inc.The Center for Drug-Free Living, Inc.Community Coordinated Care for Children Devereux FloridaLighthouse Central FloridaBoys & Girls Clubs of Central Florida, Inc.Children’s Home Society of Florida, Central Florida Division

The Salvation Army of Orange CountyCoalition for the Homeless of Central Florida, Inc.

Osceola CountyOsceola County Public SchoolsCity of KissimmeePepsico Beverages & FoodsCity of St. CloudJeld-Wen Millwork MastersJeld-Wen, Inc. D/B/A Doorcraft of FLOsceola County GovernmentOsceola Council on Aging, Inc.Tohopekaliga Water Authority

Public ServiceReedy Creek Improvement DistrictCity of Altamonte SpringsSouth Florida Water Management DistrictCity of Winter SpringsCity of Winter ParkSeminole County Government

RetailTarget CorporationMacy’sJCPenneyCostco WholesaleBest BuyWal-MartDillard’s, Inc.Nordstrom Florida MallCVS Pharmacy DistributionBJ’s Wholesale Club

Top Companies for Individual Leadership Giving (Individuals donating between $1,000 and $9,999)The Walt Disney CompanyLockheed Martin, Inc.Publix Super Markets, Inc.Darden Restaurants, Inc.Tupperware Brands CorporationOrange County GovernmentSunTrust Bank of Central FloridaCNL Financial Group, Inc.Lowndes, Drosdick, Doster, Kantor & Reed, P.A.Fifth Third Bank, Central Florida

Each year outstanding community leaders from various professions step up to help guide and direct United Way’s annual fundraising campaign. Each division is led by a Campaign Cabinet member who assists in the planning and execution of this extensive effort. We extend special thanks to these committed, civic-minded individuals:

HEART OF FLORIDA UNITED WAY 2009-10 CAMPAIGN CABINET

Immediate Past Chair

The Honorable Richard T. CrottyOrange County Mayor

2009-10 Campaign Chair

Des Cummings Jr., Ph.D.Executive V.P. of Florida Hospital and the Florida Division of AHS

Building & Design Arts

William HerculesPerkins+Will

Financial Services

Sandy HostetterCNLBank

Health Care

C. Josef Ghosn, Ed.D.Florida Hospital

HFUW Agencies/Nonprofits

Carol WickHarbor House of Central Florida

High Tech

Kevin SheehanLockheed Martin, Inc.

Hospitality

Gary Sain, CTC, CHMEOrlando/Orange County Convention & Visitor’s Bureau, Inc.

Loaned Executives

Sindy CassidyRight Management

Media

Laura GuitarEdelman

Retail (Malls)

Steve JamiesonMall at Millenia

Tocqueville Initiative Program

A. Scott MichaelStrombeck Consulting

United Way Council of Women

Karen Dee, Co-chairFifth Third Bank

Helen Donegan, Co-chairUniversity of Central Florida

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Fund Distribution Process

Fund Distribution Committee

Still The Gold Standard of GivingUnited Way

For more than 70 years, United Way has distributed community dollars through a time-honored tradition that is recognized as the gold standard of nonprofit review, transparency and accountability. Until we fully transition to the Investing in Results model of distributing dollars through competitive grants, the allocation of some funds will continue to be guided by the Fund Distribution Committee.

Chaired by Debbie Clements, Community Relations Manager with Progress Energy and long-time United Way volunteer, the committee is comprised of other dedicated volunteers who lend their time and expertise in helping determine the wisest and most effective use of fundraising dollars.

To ensure that United Way funded programs meet highest standards of effectiveness and accountability, 34 volunteers serving on 6 committees conducted more than 115 program reviews and nearly 60 question and answer sessions.

We wish to thank members of the Fund Distribution Committee, as well as many other compassionate and committed volunteers, who make our organization – and community – stronger and more effective in helping people in need.

Patricia DeYoung, Vice ChairDarden Restaurants Foundation (retired)

Debbie Clements, ChairProgress Energy Florida, Inc.

Stephen Baum Wachovia Bank - A Wells Fargo Company

Melissa Currie Deloitte & Touche, LLP

Karen Dual Averett Warmus Durkee

Ray Larsen Central Florida Commission on Homelessness

Donna Templin Community Volunteer

Ralph Perrino Ralph Perrino, CPA

Janell Ray IBM Florida

Bob Raudebaugh Wachovia Bank - A Wells Fargo Company

Kran Riley Wayne Densch Charities (retired)

Diana Silvey Winter Park Health Foundation

Cindy Sweeden The Walt Disney Company

Angie Thillet Funeraria & Crematorio Porta Coeli

Avido Khahaifa, Senior Vice President & General Manager, Orlando Sentinel

United Way Secretary of the Board

By serving on the board for Heart of Florida United Way and other

organizations, and being willing to ask the hard questions, I help ensure

accountability. That’s how I LIVE UNITED.

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Adult Literacy League, Inc.After School Program, Inc.American Red Cross of Central FloridaApopka Family Learning CenterB.E.T.A. Center, Inc.Boys & Girls Clubs of Central Florida, Inc.Catholic Charities of Central Florida, Inc.The Center for Drug-Free Living, Inc.Center for Independent Living in Central Florida, Inc.Central Florida Police Athletic League, Inc.Central Florida YMCAChildren’s Home Society of Florida – Central FloridaChristian Service Center for Central Florida, Inc.Coalition for the Homeless of Central Florida, Inc.Community Based Care of Seminole, Inc.Community Coordinated Care for Children, Inc. (4C)CredAbility/Consumer Credit Counseling Service of Central Florida and the Florida Gulf CoastDevereux FloridaEdgewood Children’s Ranch, Inc.Family Services of Metro OrlandoFOCUS (Federation of Congregations United to Serve, Inc.)Foster Grandparent Program of Central FloridaThe Gift of SwimmingGirl Scouts of Citrus Council, Inc.The Grove Counseling Center, Inc.GROWS Literacy Council, Inc.Harbor House (Orange County Center Against Domestic Violence)Health Care Center for the HomelessHelp Now of Osceola, Inc.Jewish Family Services of Greater Orlando, Inc.

Kids House of Seminole, Inc. Lighthouse Central FloridaLiving Hope International MinistryMADD – Mothers Against Drunk Driving, Central Florida ChapterMeals on Wheels Etc., Inc.The Mustard Seed of Central Florida, Inc.Orlando Day Nursery Association, Inc.Osceola Association for Retarded Citizens, Inc. (ARC)Osceola Council on Aging, Inc.QUEST, Inc.Rescue Outreach Mission of Sanford, Inc.Retired & Senior Volunteer Program of Orange County (RSVP)Safehouse of SeminoleThe Salvation Army of Orange CountyThe Salvation Army of Seminole CountySecond Harvest Food Bank of Central Florida, Inc.Seminole Community Volunteer Program, Inc. (RSVP of Seminole County)Seminole County Bar Association Legal Aid SocietySeminole Work Opportunity Program (SWOP)SENIORS FIRST, Inc.Share the CareWelbourne Avenue Nursery & Kindergarten, Inc.Winter Park Day Nursery, Inc.

Heart of Florida United Way Contract AgencyCentral Florida Council Boy Scouts of America

Heart of Florida United Way Special InitiativesUnited Way 2-1-1 & Elder HelplineFamily Emergency FundSuccess By 6 - Healthy Families

Success Story

HEART OF FLORIDA UNITED WAY 2009-10 PARTNER AGENCY LIST

Life as a low-income, single mother isn’t easy, but when you’re a low-income, widowed grandmother raising three grandchildren, it’s even more difficult.

When Alberta Walker* first took custody of her granddaughters, she and her husband, John, shared the responsibility of raising them. After his death she did the best she could, but the family often went without even the most basic of necessities.

Thanks to the Osceola Council on Aging’s Nutrition Services Program, funded in part through United Way, Alberta and the girls now receive warm, balanced meals that help them stay strong and healthy. The agency also provides help with transportation, home repairs and other critical needs.

Prior to receiving assistance, their situation seemed hopeless. “I didn’t look years into the future, not even months. I just survived with the children from day to day,” Alberta said.

Alberta’s love and diligence are paying off. You can hear it in the words of her granddaughters.

"If it wasn’t for my grandmother, I know I couldn’t reach my potential,” said Brittany, a talented middle-school student who plans to attend the Osceola School for the Arts and become the first in the family to attend college.

Ashley, a Spanish and math honors student, shares her sister’s love for their grandmother. “I don’t think I show enough appreciation for my grandmother, but I realize the sacrifices she’s made,” she said.

Alberta is the only mother she’s ever known. That’s why she’s determined to succeed, follow her sister into college and make her grandma proud.

*Client’s identity has been changed to protect her privacy

La Table Ronde des Millions de Dollars — $1,000,000 or more

Ted Crowell

Helen & RichardDeVos

The Richard and Helen DeVos Foundation

Dr. P. Phillips

Dr. Nelson YingContributed in the name of The Baron and Baroness of

Balquhain Ying of Balquhain

ALEXIS DE TOCQUEVILLE

“I must say that I have seen Americans make great and real sacrifices to the public welfare;

and have noticed a hundredinstances in which they hardly ever

failed to lend faithful support to one another.”

United Way’s Alexis de Tocqueville Society recognizes the generosity of individuals contributing at the highest levels of personal giving. With an annual gift of $10,000 or more, these caring philanthropists exemplify an outstanding commitment to improving the quality of life in Central Florida.

ALEXIS DE TOCQUEVILLE INVESTORS

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ALEXIS DE TOCQUEVILLE INVESTORS

Ordre dé Liberté$25,000 to $49,999

Mr. & Mrs. Charles E. Bosserman

Members de la Société — $10,000 to $24,999

Jim & Elli AtchisonSeaWorld Parks & Entertainment

Carol & Barney BarnettPublix Super Markets, Inc.

Robert D. BeardErnst & Young, LLP

Kevin & Linda CaseyErnst & Young, LLP

Meg & Rich CroftonThe Walt Disney Company

William T. & Jennifer D. Dymond, Jr.Lowndes, Drosdick, Doster, Kantor & Reed, P.A.

Stephen FanChina Pavillion at Epcot ®

Suzanne & Michael FlemingMerrill Lynch

Lillian GarciaTupperware Brands Corporation

Michael & Terri HardingDeloitte & Touche LLP

Bob A. Iger & Willow BayThe Walt Disney Company

Howard JenkinsPublix Super Markets, Inc.

Pat & Audrey Knipe

Harriett & Hy Lake

Joe R. LeeDarden Restaurants, Inc.

John & Rita LowndesLowndes, Drosdick, Doster, Kantor & Reed, P.A.

Andrew & Paula MadsenDarden Restaurants, Inc.

Michael & Renee MuellerHealth Central, Inc.

David Lee Neel

Florence & Egbert Neidig

Richard & Mary NunisNew Business Solutions, Inc.

Michael & Beth PattilloErnst & Young, LLP

Wayne P. & Dr. Robin R. RobertsCommunity Foundation of Central Florida

Marty RubinSmart City Telecom

Michael & Theresa RyanLowndes, Drosdick, Doster, Kantor & Reed, P.A.

Mike ShemelyaErnst & Young, LLP

Nicholas & Patricia Siggelkow-PopeLowndes, Drosdick, Doster, Kantor & Reed, P.A.

Linda Warren & Dr. Jeffrey PrickettThe Walt Disney Company

Al & Doreen WeissThe Walt Disney Company

Gary & Erika WoodrellAlcon

Ordre de Fraternité$75,000 to $99,999

John & Carrie Morgridge Morgridge Family Foundation

Ordre d’Egalité$50,000 to $74,999

Jim & Dayle Seneff CNL Financial Group

Clarence Otis, Jr. & Jacqueline Bradley

Darden Restaurants, Inc.

Mr. & Mrs. W. E. Jock Spears

Robert and Cheri VanderWeide

VanderWeide Family Foundation

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United Way Women’s Leadership Initiative

The United Way Women’s Leadership Initiative focuses attention on the unique health and social service needs of women and children.

Chaired by Karen Dee, President/CEO of Fifth Third Bank, and Helen Donegan, Vice President of Community Relations for UCF, and guided by The Council of Women, the initiative is raising funds, awareness and volunteer support to address critical issues that disproportionately affect women, such as domestic violence, access to health care and child care, and more.

Prompting the initiative is the fact that women, regardless of income, age or walk of life, are vulnerable to a range of issues that can devastate their lives, as well as the lives of people closest to them. Nearly two-thirds of clients served by United Way partner agencies are women, many of whom are single heads of households.

In addition to volunteer projects, one of the group’s major outreach efforts is an annual luncheon, which featured Sapphire, the New York Times best-selling author whose novel Push inspired the Oscar-winning film, Precious.

As keynote speaker, Sapphire urged the group to continue their efforts to help local women, children and families in need.

Education, she said, is transformational because it helps women and girls break cycles of poverty.

“We know that 90% of poor women on welfare are able to earn a living wage within two years of completing

college,” she said.

Co-Chair – Karen DeeFifth Third Bank, Central & North Florida

Co-Chair – Helen DoneganUniversity of Central Florida

Tobi AllenLockheed Martin, Inc.

Tracy BarwickMcGladrey

Betsey BellOrlando Magic

Joy BlockDeloitte & Touche LLP

Sara BradySara Brady Public Relations

Val B. DemingsChief of Police, City of Orlando

Karen DyerBoies, Schiller & Flexner

Pat EngferHyatt Regency (OIA)

Terry FitzpatrickUPS

Lawrie Platt HallPlatt Hall & Associates

Leslie HielemaOrlando Regional Chamber of Commerce

Harriett LakePhilanthropist

Linda Landman-GonzalezOrlando Magic

Meredith LevelLowndes, Drosdick, Doster, Kantor & Reed, P.A.

Yolanda LondoñoTupperware Brands Corporation

Shannon McAleaveyWalt Disney World Resort

Samantha O’LenickFlorida Hospital

Sibille PritchardBrooksville Development Corporation

Sara SegalCommunity Philanthropist

Paula ShivesDarden Restaurants, Inc.

Kathy SwansonWinnie Palmer Hospital

THE COUNCIL OF WOMEN

We LIVE UNITED by co-chairing the United Way Women’s Leadership Initiative and serving on boards

and committees for various community organizations.

Helen DoneganV.P. of Community RelationsUniversity of Central Florida

Karen DeePresident, Fifth Third BankCentral and North Florida

Award-winning author, Sapphire, keynote speaker of the Women’s Leadership Luncheon

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Each year, businesses dedicated to making a difference lend their brightest and best employees or provide sponsorship funds to support the United Way Loaned Executive Program. Loaned Executives become an integral part of the annual fundraising efforts, working alongside the United Way Resource Development team in coordinating successful workplace giving campaigns at more than 450 local companies.

Under the dedicated leadership of Sindy Cassidy, Executive Vice President and Regional Managing Director of Right Management, the program grew to new heights in 2009-10. In all, 18 Loaned Executives shared their time, talent and expertise during campaign, boosting it to the $17.1 million mark and enabling United Way to more effectively leverage community dollars. At the end of the campaign, these professionals returned to their companies with enhanced business skills and greater engagement in community issues.

WHAT LOCAL BUSINESS LEADERS SAY ABOUT THE PROGRAM:

Sindy CassidyExecutive V.P. & Regional Managing DirectorRight ManagementFlorida/Caribbean Region

“The Loaned Executive Program is a wonderful opportunity for organizations to invest in their local community. It also provides an environment for the loaned employee to develop or enhance their leadership skills and gain valuable insight into the needs of our community.”

Kim WilliamsUPS, Director of Human ResourcesFlorida District

“The UPS managers and supervisors who are on loan to United Way during the campaign season are a vital component of United Way’s far-reaching fundraising efforts. While UPS helps keep fundraising costs low by maximizing staff and volunteer efforts, United Way provides a unique management program that develops sales and executive leadership skills in our people. We are pleased to be a corporate partner and lend our best and brightest employees.”

Sam PeroRegional Director of Retail OperationsPublix Super Markets, Inc.

“Over the years, Publix has committed dozens of associates to work on-site at United Way during the annual campaign. Supporting this program sets an example of how business leaders can get involved and become responsible community partners. Associates who’ve served as Loaned Executives return as more engaged and productive citizens. They also pass on their experience, which inevitably makes a difference in the lives of others.”

UNITED WAY LOANED EXECUTIVE PROGRAM

The Walt Disney Company Kathy BlakeThe Walt Disney Company Danna HowellPublix Super Markets, Inc. Maria CaballeroFedEx Angela WeisterUPS Houston WilliamsDarden Restaurants, Inc. Susan LaFataTupperware Brands Corporation Gloria BorreroBoys & Girls Club of Central Florida, Inc. Heather SubbertChallenger Gray/Right Management Kari WilliamsHeart of Florida United Way Michael McClaffertyHeart of Florida United Way Rod L. MortonHeart of Florida United Way Mary Lee Walker

Combined Federal Campaign/TSAR Orlando Maricarmen ArredondoCombined Federal Campaign/TSA Sanford Marcos BocanegraCombined Federal Campaign/TSA Sanford Kimberly KoernerCombined Federal Campaign/TSA Orlando Muriel MagloireCombined Federal Campaign/TSA Orlando John O’BrienCombined Federal Campaign/TSA Orlando Vivene Robinson

Heart of Florida would like to thank the following companies and individuals who participated in the 2009-10 Loaned Executive program:

2009-10 Loaned Executives

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Heart of Florida United Way was responsible for raising, managing or distributing $25.2 million throughout Central Florida in fiscal year 2009-10. Known as “Total Resources,” this sum includes dollars raised through the Community Campaign, special events and other donor-related activities.

It also includes monies managed through emergency food and shelter programs, utility assistance programs, the Homeless Prevention and Rapid Rehousing Program, the Gifts in Kind Center and the Ryan White Part B/General Revenue Program, which supports those affected by HIV/AIDS.

These, combined with other programs, services and resources, make Heart of Florida United Way the tri-county region’s largest supporter of health and human service agencies.

HEART OF FLORIDA UNITED WAY TOTAL RESOURCES

Jim CurleyRetired

Stephen J. GrahamSenior Financial Manager/ConsultantDr. P. Phillips Hospital

Tim HyslopSenior V.P. M&I Bank

Peter L. Lopez, Esq.PartnerLowndes Drosdick, Doster, Kantor, & Reed, P.A.

Robert H. MaioccoFinancial AdvisorMerrill Lynch

Keith SwiderDirector of Business AnalysisSeaWorld Orlando | Aquatica | Discovery Cove


Richard A. WatkinsSenior V.P., Private Wealth ManagementSunTrust Bank

2009-10 FINANCE COMMITTEE

James B. Cross, CPA, ChairManaging PartnerCross, Fernandez & Riley, LLP

Assets 2009-10 2008-09Cash and cash equivalents $9,206,848 $8,423,448 Investments $5,256,267 $4,705,672Certificates of deposit $1,887,419 $1,870,882 Campaign pledges receivable, less allowance for uncollectible pledges of $1,520,427 and $1,651,832 in 2010 and 2009 $6,045,793 $6,576,136Grants receivable $1,423,014 $1,506,408 Other receivables $58,206 $28,608 Prepaid expenses $115,763 $64,350Gifts in Kind inventory $296,244 $473,949 Property and equipment, net $4,203,211 $4,303,354 Total assets $28,492,765 $27,952,807

Liabilities and Net Assets Liabilities: Accounts payable $512,162 $475,667 Accrued expenses $360,323 $298,148 Campaign pledges due to designated agencies $3,688,345 $3,351,577 Campaign pledges due to other United Way organizations $217,234 $209,379 Grant advances $469,336 $327,870 Other liabilities $177,140 $311,944 Total liabilities $5,424,540 $4,974,585

Net assets: Unrestricted $11,938,781 $10,274,741 Temporarily restricted $10,329,444 $11,903,481Permanently restricted $800,000 $800,000 Total net assets $23,068,225 $22,978,222 Total liabilities and net assets $28,492,765 $27,952,807

STATEMENT OF FINANCIAL POSITION

The following is an overview of Heart of Florida United Way’s financial performance comparing fiscal years 2009-10 and 2008-09, ending June 30.

Chris FengerPresident, Bright House Networks

Central Florida DivisionVice Chairman of the BoardHeart of Florida United Way

I actively support organizations such as United Way and the Boy Scouts of America Central

Florida Council, which focus on lifting up our community. That’s how I LIVE UNITED.

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Success Story

Not many years ago, Chris Matos was just a regular 15-year-old boy. The kind you’d be proud to call your own. Raised by a single mom, he was a good kid who stayed out of trouble, got decent grades and fit in well at University High School where he was a member of the football and wrestling teams.

But everything changed one afternoon four years ago as Chris walked to the school bus area after class with his best friend Mikey. Another student who’d started a lunchtime fight over a girl was waiting for Mikey with a knife. In an instant, Mikey was stabbed five times and collapsed in a pool of blood.

Chris, in desperation, held his hands on the wounds to stop the bleeding, but it was no use. Mikey died before reaching the hospital. Like Chris, he was only 15.

Reeling from grief and anger, Chris dropped out of school and began hanging out with a new group of friends – members of a local gang who offered security, protection and easy access to drugs that helped ease his pain.

Desperate to save her son, Chris’ mother contacted Edgewood Children’s Ranch, a United Way funded agency that helps troubled teens rebuild their lives. It was here that Chris received the help he needed to heal, finish school and regain his faith in the future.

Since graduating from the program, Chris has been working at Walt Disney World Resort and is making plans to attend Valencia Community College.

“I want to become a paramedic or police officer so I can help people,” he said. “I’ve also patched things up with my mom. She and my grandparents always loved and took care of me. I want to be able to help them and build a better life for myself.”

When you support United Way, you support Edgewood Children’s Ranch and nearly 70 other local agencies that are helping people like Chris and his family recover from trauma, homelessness, serious illness and other unexpected crises.

Edgewood Children’s Ranch Helps Teen Recover From Violent Tragedy

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Linda Warren, ChairExecutive V. P., Marketing & Products and ServicesWalt Disney Parks & Resorts (former)

Shawn BarteltGeneral Manager WFTV 9

Steve BlountBlue Guitar Films

Kathy BrownPresidentThumbprint Marketing

Stephanie DardenPresidentFDG Creative

Larry de la RosaGeneral Manager Telemundo

Joel GlassV.P., CommunicationsOrlando Magic

Suzanne GrethenCreative Services DirectorWESH 2

John GrossPresident of Gross CommunicationsWLOQ-FM

David HickmanPresidentIdea Distillery

Douglas HowardDesigner/EditorPixel 1080

Vel JohnsonPublic Relations ConsultantVasaj Communications

Greg JohnstonBlue Guitar Films

Ty & Kimberly KoonCo-Owners Lawton Printers

Beth LowellSingle Copy Marketing ManagerOrlando Sentinel

Lauren RoweNews AnchorWKMG Local 6

Lorri ShabanCEOThompson Wesley Wolfe

Bob St. CharlesDirector of Creative ServicesWFTV 9

Michelle StevensManager of Community Affairs & Station EventsWFTV 9

UNITED WAY MARKETING COMMITTEE

Heart of Florida United Way’s Marketing Committee, chaired by Linda Warren, Walt Disney Parks & Resorts (former) has contributed significant resources to promoting the important work of United Way. Each member has generously donated time, talent and resources to enhance our marketing and communication efforts. We are grateful to each member for their contributions and generous support of our mission.

SPECIAL THANKS TO MEDIA PARTNERS

We wish to extend very special thanks to our friends and partners in the media. As good and faithful stewards of community resources, we ensure that dollars donated to United Way are used to support and fund programs and people in need. Therefore, it is our policy not to buy advertising.

Instead, we rely on the generosity of local media partners to help us raise awareness of critical needs and the gold standard of community giving – United Way. It is with deep gratitude that we recognize the support of our key media partners of 2009-10:

Bright House Networks/Central Florida News 13

Clear Channel Communications

First Monday

Insight East Orlando

Mix 105.1 FM

Orange Appeal

Orlando Home & Leisure

Orlando Magazine

Orlando Sentinel

Orlando Times

Osceola News Gazette

Southwest Orlando Bulletin

Sunny 105.9 FM

Telemundo Orlando

The Park Press

WDBO 580 AM

WESH News Channel 2

WFTV 9 Family Connection

Winter Park Magazine

WKMG Local 6

WLOQ 103.1 FM

WMFE 90.7 FM

WOFL Fox 35/UPN 65

WOKB 1680 AM

“How wonderful it is that nobody need wait a single moment before starting to improve the world.”

~ Anne Frank

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HEART OF FLORIDA UNITED WAY 2009-10 BOARD OF DIRECTORS

Mark CensopranoSenior V. P., Culinary & BeverageDarden Restaurants, Inc.

Debbie ClementsCommunity Relations ManagerProgress Energy Florida, Inc.

Karen DeePresident & CEOFifth Third Bank, Central & North Florida

Chief Val B. DemingsChief of PoliceCity of Orlando

Stephen FanGeneral ManagerChina Pavilion at Epcot®

Michael Frumkin, Ph.D.Dean & ProfessorCollege of Health and Public AffairsUniversity of Central Florida

Lillian GarciaExecutive V.P. & Chief Human Resources OfficerTupperware Brands Corporation

Donald W. GatelyDistrict ManagerUPS Central Florida District

C. Josef Ghosn, Ed.D.Senior V.P., Chief Strategy OfficerFlorida Division of Adventist Health System

Joel GlassV.P. of CommunicationsOrlando Magic

Roseann HarringtonV.P., Marketing, Communications & Community RelationsOUC–The Reliable One

Leslie HielemaPresidentOrlando Chamber of Commerce

Tara HormellExecutive DirectorChildren’s Home Society of Florida

Stephanie HowellOrlando Director, Client Development and MarketingBaker & Hostetler LLP

Timothy N. Hyslop Senior V.P. M&I Bank

Mark A. JonesPresidentDr. P. Phillips Hospital

Dave KrepchoPresident & CEOSecond Harvest Food Bank of Central Florida

Jean D’Meza Leuner, Ph.D., RNDean & Professor, School of NursingUniversity of Central Florida

Patricia MaddoxPresidentWinter Park Health Foundation

Chief Michael McCoyDirector of Public SafetyOrange County Government

John MoskosPresident, Bank of AmericaMarket Executive U.S. Trust Bank of America Private Wealth Management

Sam PeroRegional Director of Retail OperationsPublix Super Markets, Inc.

John PisanRegional Manager & Senior V.P., Wealth ManagementWells Fargo Private Bank

Ken PotrockSenior V.P., Sports EnterprisesWalt Disney Resorts & Parks

Jeffrey R. ShaferPresidentCNL Securities Corp.

Kevin A. SheehanV.P., Business DevelopmentLockheed Martin Missiles and Fire Control

Jacob StuartPresident & CEOCentral Florida Partnership

Keith SwiderDirector of Business AnalysisSeaWorld Orlando | Aquatica | Discovery Cove


Ed TimberlakeChairman of the Central Florida BoardSeaside National Bank & Trust

Linda WarrenExecutive V.P. Marketing and Products and ServicesWalt Disney Resorts & Parks (former)

Richard A. WatkinsSenior V.P., Private Wealth ManagementSunTrust Bank

Carol WickCEOHarbor House of Central Florida

Paul WilsonCentral Florida AFL-CIO

President/CEORobert H. (Bob) Brown

Heart of Florida United Way

SecretaryAvido Khahaifa

Senior V. P. & General ManagerOrlando Sentinel

TreasurerJames B. Cross

Managing PartnerCross, Fernandez & Riley, LLP

Vice-ChairmanJ. Christian Fenger

President Central Florida DivisionBright House Networks

ChairmanBill Wilson

Executive PartnerHolland & Knight LLP

Bill WilsonExecutive Partner, Holland & Knight LLP

2008-10 Chairman of the BoardHeart of Florida United Way

For over 30 years I have lived united through service to my church and as a volunteer and board member of community organizations dedicated to human services, the arts, education and economic development. Today, I LIVE UNITED by serving as the Chairman of the Board of Heart of Florida United Way, as past Chairman of Junior Achievement of Central Florida and as a guardian ad

litem for the Legal Aid Society.

Acopyoftheofficialregistration(#ch214)andfinancialinformationmaybeobtainedfromthedivisionofconsumerservicesbycallingtoll-free800-435-7352withinthestate.Registrationdoesnotimplyendorsement,approval,orrecommendationbythestate.

Dr. Nelson Ying Center1940 Traylor Blvd.Orlando, FL 32804

407.835.0900www.hfuw.org

With a planned gift to Heart of Florida United Way, you can combine your desire to give charitably with your overall financial, tax and estate planning goals. Your generosity will leave a lasting legacy that helps those in need for years to come. For more information about Planned Giving, call (407) 835-0900, ext. 238.

GIVE. ADVOCATE. VOLUNTEER

LIVE UNITED

Dwight HowardOrlando Magic

I’m proud to support the Orlando Magic Youth Fund as we build more places where kids can learn and play. I also strive to be a good role model for other young people. That’s how I LIVE UNITED.

2009-10 heart of florida united way annual report

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