2013-2014 report to the community

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United Way of Allen County Because great things happen when we LIVE UNITED. KIDS ENTERING SCHOOL READY TO LEARN. HELP FOR THE HOMELESS. PRENATAL HEALTH. JOB TRAINING. UTILITY ASSISTANCE. VOLUNTEERS WHO READ, TUTOR AND MENTOR. DISASTER RELIEF. WHAT THIS PLACE NEEDS. 2013-2014 REPORT TO THE COMMUNITY

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United Way of Allen County's Report to the Community for campaign season 2013-2014

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Page 1: 2013-2014 Report to the Community

WWW.UNITEDWAYALLENCOUNTY.ORG | 1

United Wayof Allen County

Because great things happen when we LIVE UNITED.

KIDS ENTERING SCHOOL READY TO LEARN. HELP FOR THE HOMELESS. PRENATAL HEALTH. JOB TRAINING. UTILITY ASSISTANCE. VOLUNTEERS WHO READ, TUTOR AND MENTOR. DISASTER RELIEF.

WHAT THIS PLACE

NEEDS.

2013-2014 REPORT TO THE COMMUNITY

Page 2: 2013-2014 Report to the Community
Page 3: 2013-2014 Report to the Community

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A message from United Way of Allen CountyPresident and CEO, David Nicole

Dear Community Stakeholder,

Thank you for your continued support of United Way of Allen County and our agency partners. As the new President and CEO of United Way of Allen County, I look forward to working together with you to improve the lives of our Allen County neighbors.

I come back to the fall colors and snowflakes of Northeastern Indiana after more than a decade in Charleston, South Carolina. During that time I learned the unique role United Way plays in the local community to identify critical social service gaps and apply the resources, expertise and dollars to fill those gaps.

This Report to the Community is a look back at everything that has been accomplished in the past year and the strong foundation that has been created. It is no secret that the Community Campaign has lost

some ground over the past few years. With your help and continued support, we are determined to change that. We recognize that we must earn your continued investment everyday. We are determined to show you the impact your support makes on the lives of families and individuals. I look forward to the job ahead.

There is no better gift, than that of service to a community that genuinely cares about their neighbors and creating a better future for everyone. Thank you. You know what it means to LIVE UNITED.

David Nicole President and CEO, United Way of Allen County

BOARD MEMBERS AS OF NOVEMBER 2014Mr. Steve Smith, Chair

Ms. Ruth Stone, Vice ChairMr. Scott Senger, Secretary

Ms. Janet Chrzan, TreasurerThe Hon. Wendy Davis, Immediate Past Chair

Mr. Herb AndersonMr. Mickey Benton

Ms. Susan BerghoffMr. Tom BraunDr. Ruby CainMr. Joe Cohen

Ms. Tina FarringtonMr. Daryl Flowers

Ms. Jane GreshamMs. Brindha HariharanMs. Kristi Harkenrider

Mr. Brian HeflinMayor Tom Henry

Mr. Steve HoffmanMr. William Dent Johnson

Mr. Tom LewandowskiMr. Larry Mayers

Mr. Max MontesinoCommissioner Nelson Peters

Mr. Josh QuintanaMs. Amy Richardson

Mr. Chris SosebeeMr. Dan Starr

Mr. Chad Towner

AGENCY EXECUTIVE REPRESENTATIVESMr. Albert Brownlee

Ms. Becky Weimerskirch

EMERITUS MEMBERSMs. Frances Ganaway

Mr. Greg JohnsonMr. Louie Ojeda

Ms. Marilyn Moran TownsendDr. David Trenkner

Mr. Ron TurpinMs. Irene Walters

LEADERSHIP FORT WAYNE INTERNMs. Connie Kerrigan

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EDUCATION

Agencies Funded under Education: Big Brothers Big Sisters of Northeast IndianaBoys & Girls Clubs of Fort Wayne Boy Scouts of America/Anthony Wayne Area CouncilCatholic CharitiesCommunity Action of Northeast Indiana (CANI)Early Childhood Alliance Fort Wayne Urban LeagueGirl Scouts of Northern Indiana- MichianaThe League for the Blind & Disabled Lutheran Social Services of IndianaMartin Luther King (MLK) Montessori SchoolNeighborhood Health Clinics, Inc. The Salvation ArmySCAN, Inc. TurnstoneVincent VillageYMCA of Greater Fort Wayne

Initiatives Funded Under Education: Real Men Read and School Buddies (coordinated by Big Brothers Big Sisters)Let’s Talk (partnering with Parkview Health and PNC Bank) Kindergarten Countdown (partnering with Community Transportation Network, East Allen County Schools and Fort Wayne Community Schools)

WHAT THIS PLACE NEEDS IS KINDERGARTEN READINESS.Which is exactly why in 2013 we started our early childhood education initiative, Kindergarten Countdown. Teachers, like Jennifer Bodenstein who has been with the program for two years, understand why this four-week, intensive program is so important. Kids, with little or no preschool experience, need time in their classrooms, with their actual teachers to learn the ins and outs of school.

According to Jennifer, “The main benefit of Kindergarten Countdown is time. They [the students] get to figure out how to work with others and how their behavior effects other people.”

Last year, 52 percent of the students started the program unable to write their own name; by the end of the program, 96 percent could. Success like that is what this place needs.

TOGETHER, WE’RE INVESTING IN:• Quality early childhood education• Parent training and coaching• Volunteer reading, tutoring and mentoring• Quality after-school academic support• Positive youth development• Community partnerships with schools

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INCOME

Agencies Funded under Income: Aging and In-home ServicesCatholic Charities Center for NonviolenceCommunity Action of Northeast Indiana (CANI)Fort Wayne Urban League Genesis Outreach, Inc. Headwaters CounselingHope HouseThe League for the Blind & DisabledThe Literacy AllianceThe Rescue Mission Vincent VillageWomen’s Bureau, Inc. YWCA Northeast Indiana

Initiatives Funded Under Income: Free Tax Preparation (partnering with Volunteer Center RSVP and CANI, along with members of the Allen County Financial Stability Partnership)

WHAT THIS PLACE NEEDS IS FINANCIAL STABILITY.Erma Belt knows this first hand. In 2012, shortly after losing her job, Erma found herself in danger of also losing her home. A staff member from Work One suggested that she go to the Fort Wayne Urban League, one of United Way’s 34 partner agencies, and take part in their foreclosure prevention program.

“I just thought it was a building,” said Erma. “I didn’t know what they did here.”

By entering that building, Erma got the help she needed. Now she owns rental properties and she has her own administrative services business. She runs payroll and daily accounting tasks for three companies. Her ultimate goal is to have her own office within the next year or two.

TOGETHER, WE’RE INVESTING IN:• Job training and coaching for employment• Coaching to manage expenses, build savings

and assets• Financial stability• Tax preparation• Adult literacy and GED classes• Life skills training for refugees

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HEALTH

Agencies Funded under Health: Aging and In-home ServicesAIDS Task ForceCancer Services of Northeast IndianaCommunity Transportation Network (CTN)Mental Health America in Allen CountyNeighborhood Health Clinics, Inc. TurnstoneVisiting Nurse

WHAT THIS PLACE NEEDS IS INDEPENDENT LIVING.Rod McCreery’s eye doctor had been warning him for several years that he was going to lose his vision, with no suggestions for where Rod could go for help. For a while Rod relied on family and friends to help him with daily tasks, but soon felt like a prisoner in his own home. He was unable to leave for the fear of walking into traffic or not being able to navigate his own neighborhood safely.

That’s when he discovered the League for The Blind & Disabled. Since then, Rod has learned how to shop for groceries on his own, ride the bus, use a white-tipped cane, cook and is currently learning how to read braille. Rod’s ultimate goal is to get back to work and become completely independent again.

TOGETHER, WE’RE INVESTING IN:• Services for older adults and people

with disabilities• The well-being of children• AIDS and cancer support• Mental health and education services• Prenatal health• Medical and dental services• Respite and hospice care

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BASIC NEEDS

Agencies Funded under Basic Needs: Allen County Council on Aging American Red Cross of Northeast Indiana Associated Churches of Fort Wayne & Allen CountyCancer Services of Northeast Indiana Catholic Charities Community Action of Northeast Indiana (CANI)Community Transportation Network (CTN)Genesis Outreach, Inc. The League for the Blind & DisabledLutheran Social Services of Indiana Neighborhood Health Clinics, Inc. The Rescue MissionThe Salvation Army SCAN, Inc. Visiting NurseYWCA Northeast Indiana

Initiatives Funded Under Basic Needs: Homelessness Council

WHAT THIS PLACE NEEDS IS FULL STOMACHS.Food pantries like Associated Churches Food Network are vital to many Allen County families. John Ohneck, the manager of the First Christian Church food pantry, understands the needs of our community all too well. Clients can visit any area food pantry once every 30 days, but John and his team still frequently fill emergency needs. John said, “Some of the clients are embarrassed — they don’t need to be.”

He remembers a woman who, for many years, referred people to the food bank through her job. One day she called needing help because she lost that job — the very one from which she sent those seeking help. John knows that while today he’s helping someone else, tomorrow he might be the one in need.

TOGETHER, WE’RE INVESTING IN:• 2-1-1 information and referral services• Homeless shelters and transitional housing• Domestic violence shelters and support• Food pantries and programs• Rent and utility assistance• Disaster relief

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| 2013-2014 UNITED WAY OF ALLEN COUNTY REPORT TO THE COMMUNITY 8

CAMPAIGN AWARDS

CornerstoneCornerstone award winners have substantial or increased employee participation, follow campaign best practices and experience growth in their campaign.

Ascensus Consulting (formerly Baden Retirement Services)Baden Gage & Schroeder, LLCBKD, LLP CPAs & AdvisorsDo it Best Corp.Dulin, Ward & DeWald, Inc.GM/FWA Truck Assembly Plant/UAW Local 2209Indiana Michigan PowerLeonard J. Andorfer & CompanySummit Brands/Pro ProductsSummit Reinsurance Services, Inc.Turnstone CenterUPSVisiting NurseWomen’s Bureau, Inc.YWCA of Northeast Indiana

Pillar of SupportPillar of Support Award winners have significant or increased employee participation, follow campaign best practices and experience growth in their campaign.

1st Source BankAvery Dennison FassonAllen County Public LibraryCity of Fort WayneComcastCommunity Action of Northeast IndianaCrowe Horwath, LLPDana CorporationFerguson AdvertisingFort Wayne Community Schools

Fort Wayne Metals Research Products Corp.Lincoln Financial GroupMomper InsulationOld National InsuranceParamount TubePNC BankSTAR Financial BankStrataflo Products, Inc.The Literacy AllianceThe Salvation ArmyTransWorks (A Norfolk Southern Company)

Outstanding Workplace Campaign CommitteeThis year, the Do it Best Corp company-wide campaign was the best it has ever been thanks to Bob Taylor, Dan Starr, Celeste Stevens, Laura Loxton and the entire team at Do it Best.

Indiana Michigan Power put together a brand new committee for the campaign, led by Kim Sabrowsky. CEO, Paul Chodak, encouraged supervisors to lead the charge as well. As a result, the employee campaign increased by 12 percent.

Most Improved Workplace Campaign This year’s award went to two different companies, since both showed increases across the board and each had participation rates of 80 percent or higher. Baden Gage & Schroeder experienced an overall increase of 12 percent in their campaign.

Dulin, Ward & DeWald’s merger with The Bair CPA group gave them the additional enthusiasm they needed to really revive their campaign.

Outstanding Workplace Campaign at an Agency PartnerTurnstone Center saw an increase of nearly 18 percent in their campaign this year. Their leadership champions the cause by showing strong support for United Way.

Top 25 Corporate Gift 3 Rivers Federal Credit UnionBAE SystemsBF Goodrich Tire Mfg.Dana CorporationDo it Best Corp.Don R. Fruchey, Inc.ExelisFort Wayne Metals Research Products CorpFranklin Electric (New Workplace Campaign)GM/FWA Truck AssemblyHagerman Construction CompanyiAB Financial BankIndiana Michigan PowerLincoln Financial GroupLutheran Health NetworkMedical Protective CompanyNorfolk Southern CorporationParkview HealthPNC BankRea Magnet Wire Company, Inc.Regal BeloitSteel Dynamics, Inc. / OmniSourceCorporation/New MillenniumBuilding SystemsSummit Brands/Pro ProductsTower Bank/Old National InsuranceVera Bradley Designs, Inc.Wells Fargo Bank Top 25 Workplace Campaigns Allen County Public LibraryBF Goodrich Tire Mfg.

Companies who have exemplary participation, follow best practices and experience growth in their workplace campaigns received honors at our 2014 Community Celebration.

Spirit of Giving Steel Dynamics, Inc./ OmniSource Corporation/ New Millennium Building Systems

Steel Dynamics, is a driving force not only in Allen County, but in Northeast Indiana. For Allen County, Steel Dynamics and subsidiaries saw more than a 28 percent increase in their campaign for 2013-2014. In Whitley and Dekalb counties, Steel Dynamics is their top workplace campaign. The support that Steel Dynamics and its subsidiaries provide for these three counties makes it the largest supporter of United Way in Northeast Indiana with more than $500,000 in support this year. Along with all of its financial support, Steel Dynamics has significant involvement in Day of Caring for all three counties.

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Longtime donors who give, advocate and volunteer with United Way were honored with service awards throughout 2014.

2014 Bill Latz Award — Ron TurpinBill Latz passed away in December 2007. His service to United Way of Allen County was extensive, including volunteering for the organization from 1942 to 2007. Latz served in almost every United Way volunteer capacity; he was the Board Chair, Campaign Chair and an Account Executive. He held the distinguished title of Board Director Emeritus and stepped in as Interim Director prior to the hiring of a permanent President and CEO in 1994. Latz and his wife, Danny, were Diamond Donors for more than 20 years.

The 2014 recipient of this award is Ron Turpin. Ron and his wife Kathy have been giving to United Way for more than 20 years. Ron first started volunteering as part of the Basic Needs Allocation Panel in 1998. He came on to the Board of Directors in 2004 and was named the Chair in 2010. He is a board member for Indiana Association of United Ways, is chair of their public policy committee and was named their “Volunteer of the Year” in 2012.

Ron is the Vice President of Finance at Lincoln Financial Advisors. During his tenure at Lincoln has was the United Way Campaign Champion for about five years.

2014 Thiele Award — Donald SchenkelEach year, the Raymond Rosenberger Foundation awards a committed United Way advocate with the Monsignor Thiele Award. Monsignor

Charles Thiele was the rector of St. Peter’s Catholic Church, Fort Wayne, from 1905 to 1938 and a priest in the Fort Wayne Diocese for nearly 53 years. Raymond Rosenberger and his parents were parishioners of St. Peter’s Catholic Church. Volunteers’ dedication to United Way and drive to help individuals in need earn them the Thiele Award.

The 2014 recipient of the Thiele award is Don Schenkel. Don’s exceptional devotion to United Way of Allen County and our community is shown through his longstanding commitment and support. He has served in many roles in our organization, including 2004 Campaign Cabinet Chair, 2004-06 member of the Board of Directors, Men’s Night Out sponsor since 2009 and a loyal Leadership Donor for more than 15 years.

Don is a Consultant for the University of Saint Francis. He also has over 50 years’ experience in banking, finance and real estate development. He most recently retired as the founding Chairman, President and CEO of Tower Bank and Tower Financial Corporation. Don is currently active with several organizations, including Board Chair of Wayne Pipe & Supply and a board member of Physicians Health Plan, St. Joseph Hospital, Lutheran Health Network, Women’s Care Center and Golden Heritage Foods (Hillsboro, KS). He was named Sagamore of the Wabash by the Indiana governor’s office in 2000. Don is married to Carolyn Schenkel and they have two children.

2014 Loyal Donor Award — Suzon MotzThe Loyal Donor Award is given annually to a leadership donor who has contributed to United Way for a minimum of 10 years with a history of increased giving. The awardees engage with United Way activities year-round, are recognizable ambassadors and encourage

others to Live United.

The 2014 recipient of the Loyal Donor Award is Suzon Motz. Suzon and her late husband Les started giving through his employer, IPFW, where he was the Chair of the Fine Arts Department. She decided to leave her career in nursing career so she could care for their six children. In 1982, Suzon worked as a short-term grant writer for United Way. She then started volunteering as part of the investment process in 1990 and continues to serve on an investment team today. Suzon is also a member and volunteer for Women United.

City of Fort WayneDana CorporationDo it Best Corp.Dulin, Ward & DeWald, Inc.Fort Wayne Community SchoolsFort Wayne Metals ResearchProducts CorpFranklin Electric (New WorkplaceCampaign)GM/FWA Truck AssemblyiAB Financial BankIndiana Michigan Power Company

IPFWLincoln Financial GroupLutheran HealthMeijer, Inc. (All Locations)Parkview HealthPHD, Inc.PNC BankRegal BeloitRaytheon CompanySTAR Financial BankSteel Dynamics, Inc./ OmniSourceCorporation/ New Millennium

Building SystemsThe Rogers CompanyUPSWells Fargo BankNew Workplace CampaignsCarson’s- Glenbrook MallCostcoFranklin Electric (Top 25 Workplace Campaign and Top 25 Corporate Gifts)NAI Harding DahmSpecialized Transportation, Inc.WISE TV/Indiana’s News Center

SERVICE AWARDS

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FINANCIALS

HOW ARE YOUR DOLLARS SPENT?

WHAT IS THE SOURCE OF OUR DOLLARS?

Revenue

Unrestricted Revenue * 3,568,131 Restricted Revenue ** 669,271 Other Revenue *** 782,316

Total Resources 5,019,718

* Unrestriced Campaign Pledges for the 2013 campaign, late pledges recorded for the 2012 campaign and early pledges for the 2014 campaign. (net of uncollectibles)

** Grants and campaign pledges restricted for specific programs/initiatives, including our Education Initiatives, 2-1-1, Case Coordination, Free Tax Preparation program and Day of Caring

*** Includes interest/investment income, reimbursement for program expenses, in-kind contributions, miscellaneous contributions, processing fees, 2-1-1 administrative fees, special events and other revenue

Other Revenue*** 16%

Unrestricted Revenue* 71%

Expenses

Community Services * 4,665,113 Management & General 250,021 Fundraising 508,531

Total Expenses 5,423,665

*Community services include agency allocations, donor designations to agency partners and other United Ways, Education Initiatives, 2-1-1, Case Coordination, Community Education Classes, Free Tax Preparation program and Day of Caring

2013/2014 Expenses also include the spending of restricted funds received in prior years. Information above is based on the 2013/2014 Audited Financial Statements, which can be found online at www.UnitedWayAllenCounty.org.

Fundraising 9%

Fiscal year ending June 30, 2014

Restricted Revenue** 13%

Management andGeneral 5%

Community Services* 86%

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United Way of Allen County currently has 34 Agency Partners. These Partners are a select group of local non-profits that apply for and receive funding from United Way. They provide services that reinforce the four building blocks for a better quality of life— Education, Income, Health and Basic Needs.

To be named as a United Way Agency Partner, specific standards must be met and maintained throughout each three year funding cycle. Agencies are not guaranteed funding beyond the current three year cycle, although most receive funding in additional cycles because of the high quality of programs they provide and the rigorous oversight that they sustain.

Funding for Agency Partners is determined by trained United Way volunteers. These volunteers work on Investment Teams, which study community issues and the best ways to address them. These teams make the recommendations for funding. Agencies provide a funding proposal which includes projected outcomes for the services that they wish to have funded in the upcoming cycle.

Agencies are also assessed by the Standards Committee, which reviews each agency’s finances, governance, diversity and inclusiveness and organizational structure on an annual basis. These items are reviewed to ensure each agency is stable and to assure compliance with United Way’s Diversity and Inclusion Policy. United Way’s board of directors makes the final approval for all funding decisions.

After funding has been approved, site visits are scheduled for the Investment volunteers to attend. These visits help the volunteers to see how each agency functions and allows them to witness the services being provided.

WHAT IS AN AGENCY PARTNER?

AIDS Task ForceAging & In-Home Services of Northeast Indiana American Red Cross of Northeast Indiana Associated Churches of Fort Wayne & Allen County Big Brothers Big Sisters of Northeast IndianaBoy Scouts of America/Anthony Wayne Area CouncilBoys & Girls Clubs of Fort WayneCancer Services of Northeast IndianaCatholic CharitiesCenter for NonviolenceCommunity Action of Northeast Indiana (CANI)Community Transportation Network (CTN)Early Childhood AllianceErin’s House for Grieving ChildrenFort Wayne Urban LeagueGenesis OutreachGirl Scouts of Northern Indiana-MichianaHeadwaters CounselingHope HouseThe League for The Blind & Disabled

The Literacy AllianceLutheran Social Services of IndianaMental Health America in Allen CountyMartin Luther King (MLK) Montessori SchoolNeighborhood Health Clinics, Inc.The Rescue MissionSalvation ArmySCAN, Inc.TurnstoneVincent VillageVisiting Nurse & Hospice HomeWomen’s BureauYMCA of Greater Fort Wayne YWCA Northeast Indiana

United Way’s Agency Partners

Page 12: 2013-2014 Report to the Community

334 E. Berry Street, Fort Wayne, IN 46802 | 260.422.4776 p | 260.422.4782 fwww.unitedwayallencounty.org | www.facebook.com/uwacin | Twitter: @uwacin

11/2014