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Page 1: 2014-2015 Annual Report - uwnrc.org United Way Annual Report FINAL.pdf2015 BOARD OF DIReCTORS Dear Friends, The 2014 Annual Report provides a snapshot of the passion, hard work and

2014-2015 Annual Report United Way Blackhawk RegionLiveUnitedBR.org

Page 2: 2014-2015 Annual Report - uwnrc.org United Way Annual Report FINAL.pdf2015 BOARD OF DIReCTORS Dear Friends, The 2014 Annual Report provides a snapshot of the passion, hard work and

ExEcutivE committEE

Phil Smith, ChairPaperchine

Lynn Gardinier, Immediate Past ChairBaker Tilly

Dave Swartzentruber, Vice ChairCardinal Stritch University

Jon Schlemmer, SecretaryRegal

Amy Lokrantz, TreasurerABC Supply Co., Inc.

Mary Frederick, Community Impact ChairVan Galder Tours

Dan Piché,Member at LargeABC Supply Co., Inc.

Mary Fanning-Penny, PresidentUnited Way Blackhawk Region

DiREctoRs

Barb BortnerMercy Health System

Allen J. BrewerGateway Community Bank

JoDee GeorgeKerry

David HillerData Dimensions

Alan HulickCity of Milton

Allen IrgensRoethe Pope Roethe, LLP

Janette KlaehnNoli Fit

Tom McCawleyBeloit Health System

Mike O’BrienWCLO/WJVL

OUR MISSIOnImproving lives by mobilizing the caring power of communities.

2015 BOARD OF DIReCTORS

TABLe OF COnTenTS

2015 Board of Directors . . . . . . . . . . . . . 2-3 Outgoing Board Members . . . . . . . . . 3

Message from 2014 Board Chair . . . . . . . 32014 Committees . . . . . . . . . . . . . . . . . . . 42014 Awards

GIVE . . . . . . . . . . . . . . . . . . . . . . . . . 5-12ADVOCATE . . . . . . . . . . . . . . . . . . . . . .13VOLUNTEER . . . . . . . . . . . . . . . . . . 14-15LIVE UNITED . . . . . . . . . . . . . . . . . . . . .15

Community ImpactEDUCATION . . . . . . . . . . . . . . . . . . . . .16INCOME . . . . . . . . . . . . . . . . . . . . . . . .17HEALTH . . . . . . . . . . . . . . . . . . . . . . . .18

Statement of Financial Position . . . . . . . .19Annual Marketing Sponsors . . . . . . . . . .19Staff Directory . . . . . . . . . . . . . . . . . . . . . .19

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Page 3: 2014-2015 Annual Report - uwnrc.org United Way Annual Report FINAL.pdf2015 BOARD OF DIReCTORS Dear Friends, The 2014 Annual Report provides a snapshot of the passion, hard work and

DiREctoRs

Barb BortnerMercy Health System

Allen J. BrewerGateway Community Bank

JoDee GeorgeKerry

David HillerData Dimensions

Alan HulickCity of Milton

Allen IrgensRoethe Pope Roethe, LLP

Janette KlaehnNoli Fit

Tom McCawleyBeloit Health System

Mike O’BrienWCLO/WJVL

2015 BOARD OF DIReCTORSDear Friends,

The 2014 Annual Report provides a snapshot of the passion, hard work and commitment of community-minded people in our region who are motivated to come together to improve lives.

As I reflect on my year as Board Chair, I’m proud of the seamless leadership transition that occurred as Steve Kinkade, former President, retired after more than 40 dedicated years within the United Way network. After a successful national search, we warmly welcomed Blackhawk Region native, Mary Fanning-Penny as the new President. As forward momentum continues to build, we look ahead to year-round engagement, opportunities for campaign growth and ongoing dialog to determine our community investment priorities.

In 2014, United Way Blackhawk Region partnered with 42 nonprofit agencies providing 101 health and human service programs tackling our communities’ most pressing issues. We know the academic success of children, financial stability, and health of families are vitally important for the prosperity of the entire region. That’s why the board of directors approved an investment of $1.95 million for programs focused on education, income and health - the building blocks for a good quality of life.

In addition to meeting basic needs, our Program Partners are also focused on proactive solutions to address societal conditions. Alongside our dedicated partners, we embrace the “teach a man to fish” philosophy and are working to unite individuals and families with the tools and resources needed to become self-reliant and successful.

In 2015 and beyond, United Way will be uniquely positioned to engage people and organizations from all across the community who bring the passion, expertise and resources needed to get things done. Our leadership team takes its role as stewards seriously, and is dedicated to ensuring that your donor dollars are invested in programs that will lead to long-term change. You will be hearing more in the months ahead as our strategic plan solidifies, and our transformation to a community impact model organization progresses.

Thank you for your generous support.

Lynn Gardinier2014 Board Chair

Dr. Dennis PauliEdgerton School District

Cathy PollardCity of Beloit

Geoff RandBMO Harris Bank

Belem Regan-GonzalezRock County

Ted RehlPrairie Hill School District

Matt ReynoldsBlackhawk Bank

Dr. Karen SchulteSchool District of Janesville

Sherri StumpfBlackhawk Community Credit Union

Donna SykoraAlliant Energy

John CookMercy Health System

Dr. Leland FromRetired, Beloit Health System

Craig KnutsonRetired, Rock County

Tammy MacdonaldBMO Harris Bank

Lori RheadBeloit College

Tom SpildeRetired, American Family

United Way Blackhawk Region expresses its gratitude to the outgoing members of the 2014 Board of Directors for their commitment to our communities:

mEssAgE fRom 2014 BoARD chAiR Lynn gARDiniER

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Page 4: 2014-2015 Annual Report - uwnrc.org United Way Annual Report FINAL.pdf2015 BOARD OF DIReCTORS Dear Friends, The 2014 Annual Report provides a snapshot of the passion, hard work and

2014 COMMITTeeSBRAnD STRATeGy & MARKeTInGMike O’Brien, Chair, WCLO/WJVL Laura Barten, Barten & AssociatesKim Hesgard, Mercy Health System Tammy Macdonald, BMO Harris BankRick Mueller, JAX Custom PrintingAndrea Perrin, BMO Harris BankDr. Steve Servantez, Badger Veterinary Clinic

BUILDInG & PROPeRTyDavid Hiller, Chair, Data DimensionsAllen Irgens, Roethe Pope Roethe, LLPAmy Lokrantz, ABC Supply Co., Inc.Cathy Pollard, City of BeloitMatt Reynolds, Blackhawk Bank

CAMPAIGn CABIneTTom Spilde, Campaign Co-Chair, Retired, American FamilyDonna Sykora, Campaign Co-Chair, Alliant EnergyAmanda Benway, Bank of MiltonMarcy Berner-Reedy, Retired, Beloit Meals on WheelsRandy Borman, Century 21 AffiliatedRegina Dunkin, Merrill Community CenterLaurie Endres, Beloit Health SystemScott Fischer, Baker TillyRich Gruber, Mercy Health SystemKaili Lee, UW - Rock CountyDr. Dennis Pauli, Edgerton School DistrictJean Randles, HealthNet of Rock CountyTed Rehl, Prairie Hill School DistrictLori Sperry, Johnson BankGeorge Steil, Brennan Steil S.C.Sue Stein, Nutrition & Health Associates

CAMPAIGn CABIneT – ACCOUnT MAnAGeRSJoel Bailey, Johnson BankJenny McCarthy, Baker TillyDavid Messling, Edward JonesShelley Murphy, US BankLeann Utynek, Blackhawk Community Credit Union

COMMUnITy IMPACT COUnCIL (CIC)Dave Swartzentruber, CIC Chair, Cardinal Stritch UniversityGreg Ardrey, Alliant EnergyKevin Bishop, Fairbanks Morse EngineNathan Bolin, Stillman Bank John Bottorff, Retired, Fairbanks Morse EngineAllen Brewer, Gateway Community BankJay Cramer, Frito - Lay Inc.Jim Egan, KerryMary Frederick, Van Galder ToursDr. Leland From, Retired, Beloit Health SystemJohn Fugate, ProformaJoDee George, KerryCindy Grassl, Retired, GEEd Hansen, Gateway Community BankLara Hermann, Beloit Health System FoundationLeslie Hulick, Blackhawk Community Credit UnionAllen Irgens, Roethe Pope Roethe, LLP Renee Kellogg, BMO Harris BankSteve Kinkade, Retired, United Way Blackhawk RegionJanette Klaehn, Noli FitCraig Knutson, Retired, Rock County Marlene Kuikman, Retired, Mule Hide ProductsKim Loerke, Regal

Amy Lokrantz, ABC Supply Co., Inc. Kelly Mack, City of JanesvilleDave Marshick, First National Bank & TrustKimberly Mathews, ABC Supply Co., Inc.Tom McCawley, Beloit Health SystemBryan Northrup, Retired, City of Beloit Jim Packard, Jr., RegalLinda Palmer, Blackhawk BankDenise Peters-Kauihou, Rotary Botanical GardensCathy Pollard, City of BeloitSelina Quinn, Gateway Community BankChristine Rebout, Janesville Convention & Visitors BureauMike Reuter, Rock County Historical SocietyMatt Reynolds, Blackhawk BankSteve Sennett, ValmetDr. Steve Servantez, Badger Veterinary ClinicJoan Shadel, Mercy Health SystemDuke Sims, Formerly, RegalDee Smith, Alliant EnergyPhil Smith, PaperchineDeb Steadman, EvonikBetsy Straw, RegalGene Ziemba, Retired, Regal Cutting Tool

CIC FInAnCIAL ReVIeW TeAMDavid Drake, Baker TillyEric Entringer, Frito - Lay Inc.Steve Kinkade, Retired, United Way Blackhawk RegionBob Lazzerini, RegalJohn Pearse, Retired, General MotorsDuke Sims, Formerly, Regal

STRATeGIC PLAnnInGDan Piché, ABC Supply Co., Inc. Dr. Dennis Pauli, Edgerton School DistrictLynn Gardinier, Baker Tilly

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Page 5: 2014-2015 Annual Report - uwnrc.org United Way Annual Report FINAL.pdf2015 BOARD OF DIReCTORS Dear Friends, The 2014 Annual Report provides a snapshot of the passion, hard work and

GIVe.cAmpAign AwARDs

2014 Campaign Co-Chairs,Tom Spilde and Donna Sykora

Make United Way your

investment partner. your

contribution supports the

building blocks for better lives

and stronger communities.

CORneRSTOne AWARD: Workplace Campaigns that exceeded $100,000.

ABC Supply Co., Inc.Data DimensionsMercy Health SystemRegal

GOLD AWARD: Workplace Campaigns that exceeded $75,000 or campaigns with 60% participation and $125 per capita giving.

Alliant EnergyAmerican Red Cross Badger ChapterBaker TillyBank of MiltonBeloit Box Board Co., Inc.Beloit Health SystemBeloit Meals on WheelsBlackhawk BankBMO Harris BankCulver’s of BeloitElectrol Specialties CompanyFinley Dencker Buick GMCFirst Community BankJanesville Area Convention & Visitors Bureau

Johnson BankMerrill Community Center Mid-States Concrete IndustriesNorth American Tool CorpRetired and Senior Volunteer Program of Rock CountyRockTennRyeco Inc.Siepert & Co. LLPTaylor CompanyUnited Parcel ServiceUnited Way Blackhawk RegionVoluntary Action Center

SILVeR AWARD:Workplace Campaigns of $50,000 to $74,999 or campaigns with 50% participation and $75 per capita giving.

Blackhawk Propane CompanyCentury 21 AffiliatedDuPont Industrial BiosciencesEdward JonesFairbanks Morse EngineFamily Services of S.W.A.N.I.First National Bank & TrustForward JanesvilleGateway Community BankHormel Foods CorporationIllinois American WaterJ.P. Cullen & SonsKerryMcGladrey LLPMinarik DrivesNorth American Pipe CorporationNowlan & MouatRoethe Pope Roethe, LLPSenior Services of Rock County, Inc.TriCor InsuranceYWCA Rock County

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Page 6: 2014-2015 Annual Report - uwnrc.org United Way Annual Report FINAL.pdf2015 BOARD OF DIReCTORS Dear Friends, The 2014 Annual Report provides a snapshot of the passion, hard work and

BROnze AWARD:Workplace Campaigns of $25,000 to $49,999 or campaigns with 40% participation and $50 per capita giving.

Agrace HospiceAnchorBankBoston StoreCatholic Charities IncCounty of RockDurst & Mastergear - Division of Regal Ecolab Inc.Epilepsy Foundation Heart of WisconsinFrito - Lay Inc.Harris Ace HardwareHUFCOR, Inc.Janesville Community Day Care Inc.Janesville GazetteLife CircleParker Community Credit UnionRobert W. Baird & Co.Save-A-Lot FoodsSchool District of Janesville*SSI Technologies, Inc.The Rock Bar & GrillUnion Bank & Trust CompanyUS BankValmet Inc.Wells Fargo AdvisorsWisconsin Knife Works*Based on 2013 campaign

PeGGy & eBBIe neeSe AWARD OF exCeLLenCePresented to companies whose campaign achieved $500 or more in per capita giving.

American Red Cross Badger ChapterRegal United Way Blackhawk Region

100% PARTICIPATIOn AWARDPresented to companies with 100% employee participation during its workplace campaign.

AIDS Network, Inc.American Red Cross Badger ChapterAmp ElectricBaker TillyBeloit Meals on WheelsBlackhawk Propane CompanyCulver’s of BeloitECHO, Inc.Edgerton Community OutreachEpilepsy Foundation Heart of WisconsinFinley Dencker Buick GMCGateway Community BankLife CircleNutrition & Health Associates, Inc.Retired and Senior Volunteer Program of Rock CountyRock Communities Youth Network Inc.Senior Services of Rock County, Inc.Siepert & Co. LLPUnion Bank & Trust CompanyUnited Way Blackhawk RegionVoluntary Action Center

2014 eMeRGInG CAMPAIGn AWARD: CARGILL FeeD AnD nUTRITIOn – MILTOn, WIPresented to a business/organization that hosted a first-time United Way workplace campaign, re-established and/or enhanced its campaign in support of the community.

Cargill Feed & Nutrition in Milton not only engaged its team in a 2014 United Way campaign, but provided exemplary company support with matching dollars from both the local facility and Cargill Corporate.

2014 PACeSeTTeR CAMPAIGnSAgrace HospiceAnchor BankBeloit Health SystemBeloit Meals On WheelsBlackhawk Community Credit UnionBoston StoreCatholic Charities, Inc.Epilepsy FoundationFamily Services of S.W.A.N.I.Finley Dencker Buick GMCFirst National Bank & TrustHealthNet of Rock CountyHononegah School DistrictJanesville GazetteMid-States Concrete IndustriesMilton School DistrictNorth American Tool Corp.Nutrition & Health AssociatesPrairie Hill Community School DistrictRetired and Senior Volunteer ProgramRockton School DistrictSchool District of BeloitSenior Services of Rock County, Inc.Siepert & Co., LLPSouth Beloit School DistrictUniversal Recycling TechnologiesUnited Parcel ServiceVoluntary Action CenterWJVL/WCLOYWCA Rock County

cAmpAign AwARDs (continued) youRunitED wAy

giftis muLtipLiEDwhEn comBinED

with thEinvEstmEntsof thousAnDsof othERs.

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Page 7: 2014-2015 Annual Report - uwnrc.org United Way Annual Report FINAL.pdf2015 BOARD OF DIReCTORS Dear Friends, The 2014 Annual Report provides a snapshot of the passion, hard work and

GIVe.2014 LEADERship ciRcLE DonoRs

ALexIS De TOCqUeVILLe SOCIeTy$10,000 OR MORe

The Tocqueville Society deepens

the understanding, commitment

and support of United Way’s

most generous and community-

minded investors. Membership

in the Society is granted to

individuals who contribute

at least $10,000 annually to

United Way.

Theodore W. BattermanDavid & Judy BaumJ. Michael BordenMark & Kathy BushDavid & Kathy Cullen Mark A. CullenDiane HendricksKim HendricksHenry & Susan KnueppelDan & Karen PichéKeith & Linda RozolisJonathan & Lori Schlemmer

PLATInUM LeVeL$5,000 TO $9,999Dennis & Carol AltStephen & Nanette BandtSkip BlissJoe & Ann ChamberlainDennis ConertonJim & Karel CripeMark & Merry Beth GliebeJames & Heidi GrafftTom & Peggy LangCurt & Barb LansberyCharles & Carolyn MowbrayRobert OfferdahlJames L. & Nancy J. PackardVerne VollrathJohn & Becky Wong

GOLD LeVeL$2,500 TO $4,999William & Joyce AlbrightJavon & Vita BeaJohn & Karen BottorffJon & Wendy BoumsteinBernie & Jody BowersockVijay & Manju ChaharMartin & Lisa ChristoffersonTerry & Diane ColvinJ. P. CullenAlan & Elizabeth DunwiddieMike & Carla EdgarLynn & Smokey GardinierChuck & Linda HinrichsLisa IndgjerLeo & Susan JohnsonJim & Ann JohnsonDavid LangeTom & Arra LasseAmy Lokrantz

Pete & Judy LyonsTim & Lisa McKevettDeb & Brad MoneyGordon NeeseJames Packard, Jr.Diane RezagholiCindy SchelkKaren SchenckSteve & Patty SchumacherFrank & Martha ScottJonathan & Lisa ShepardPhil & Susan SmithDoug & Lisa StevensSteve TaylorChristy & Peter UnderwoodTammy WardemannScott & Kathy WeiserBob YahrMichael & Nancy Zolidis

SILVeR LeVeL$1,000 TO $2,499Jeff & Judith AdamsJoanne O. AndersonGreg & Sandra ArdreyLarry & Karen ArftJack & Jean AustinAubrey BanksTom & Teri BarnesRick & Jayme BastianRon & Mary BecherGerry BehanDonna BeilfussMitch BensonBrian K. BisbeyMark & Sharyn BlanchardScott BoekeMichael & Becky BoggsLlewellyn Bowman

Tim BrackettBarry & Marci BrandtDave W. BrickJustin & Kristen BroderickChristopher BrodyScott D. BrownTodd & Kari-Ann BuehlTerri BurdickAlan & Laurel BurkeSanto & Jeanne CarforaRobert & Patricia CarlsonZach & Joy CarrAndrew ChamberlainJulie ChristensenDr. Terry & Barbara CislerKerry CloydAnnie Collins

John & Linda CookBruce & Marlene CornerNathan CruzSandra L. DavisBonnie Domingo

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Page 8: 2014-2015 Annual Report - uwnrc.org United Way Annual Report FINAL.pdf2015 BOARD OF DIReCTORS Dear Friends, The 2014 Annual Report provides a snapshot of the passion, hard work and

Bill & JoAnne DoppstadtJason & Lori DotsonTom & Regina DunkinSteve & Heidi EldredEldred Foundation TrustPaul E. FerbaughScott & Toni FischerShirley A. FischerDr. Bill & Pam FitzgeraldDavid L. FrankMichael & Melinda FrankJohn & Corinne FranksEdward & Joyce FujikawaChristian L. FursethEllen GawrischJoDee GeorgeDick GerhardJoseph & Mollie GillMark & Carol GoelzerRicardo GonzalezMary GroesslYaffa L. GrossmanGary HackbarthJim & Joyce HaightGerald G. HalePeter C. HallStuart & Suzanne HamiltonWayne & LouAnne HannaDavid & Cindy HansonCharles & Prudy HarkerJane & Hagen HarkerSteve & Susan HartingRay & Julie HartjeLeon & Leslie HassRichard & Sheri HavizaJason HawkinsJim & Nancy HeidtBill & Missy HendersonDavid Henry

Tom & Renae HollowayDan HonoldJim & JoAnne HoytNorm & Nancy JacobsTodd JamesJeff & Susan JohnsonMike & Lisa JostMarcus JuhlRoger & Suzanne KemmanJeff & Cindy KerstenTony & Chris KleemanDr. & Mrs. Ken KleinSean KnottBrian L. KobischkaLinda KoldenCasie & Andy LaChanceHelen R. LinkAnita & G.R. LyonsPatrick & Julie LyonsJim & Tammy MacdonaldJanelle MarotzRodney MarshallThomas J. McCawleyRowland & Audrey McClellanJared McDanielMike MeinholzDennis & Cheryl MikuleckyTodd & Pam MillerLarry & Deborah MinnichTerry & Gail MonahanMelissa & Josh MondragonThomas MooneyDennis & Leola MowryBruce & Doris MulderSteve & Lana MurphyJoe & Karen NemethBeth & Bob NewtonScott NicholasMarc A. & Mary J. Nielsen

Dr. Dennis & Jean NosekDawn OlsonBradley & Jennifer PaepkeJerry PanDr. Dennis PauliJohn & Diana PearseJake & Mary PennyJeff & Linda PerrigoDavid F. & Cheryl A. PetersonMark & Mary Gilbank PetersonPete & Jennifer PetruzzelloDr. Patrick E. PhelanRobert & Elizabeth QuinnScott & Tammy RamloDiana RamseyKenneth P. & Susan ReeseDale & Lisa ReevesTed RehlPeg RemmeleMatt & Wendy ReynoldsTimothy J. RiggJim & Jeannie RipplDave & Becky RobinsonLarry D. RocoleChris Rossignol

Tony & Denise RothschadlTimothy RumpfRichard & Trish RussellJim & Nigella RyanMatt & Molly RyanLoren & Diane SassBob & Kathe SchaffnerDavid SchalkScott SchlichterDavid & Jean SchollmeierDr. Karen SchulteShawna SchultzJames & Susan SchumacherBob & Carol SchwaeglerMichael SchwarzJoe & Marcia SchwengelsDaniel R. ScottSteve & Lori SennettBrian SiefertElizabeth SiegertRay SimmonsenTony & Melaney SmithsonLarry & Cindy SquireDennis StaalandJustin & Dana Stadler

2014 LEADERship ciRcLE DonoRs (continued)

8

Page 9: 2014-2015 Annual Report - uwnrc.org United Way Annual Report FINAL.pdf2015 BOARD OF DIReCTORS Dear Friends, The 2014 Annual Report provides a snapshot of the passion, hard work and

2014 LEADERship ciRcLE DonoRs (continued)

GIVe.Ted StevensonJack D. StreetCharles & Erika StuartSherri & Chris StumpfDaniel & Ellen SwansonMarie TannerRandolph TerronezKaren & Bryan TourdotEllen TrewarthaGlen TurnerRobyn & Lisa UsgaardTom & Cathy ValentynPaul & Melissa Van Den HeuvelRichard & Julie Van LanenJames & Suzette VogelTom WalkerB.A. WatkinsJoanna WaxlerRon WeberTim & Marcy WeberPatrick & Heather WeberpalKarl & Carrie Wedel

Rick & Lynn WestDan & Jenny WhiteSusan WhitsonCathleen M. WillisRick & Cathy Zajchowski16 Donors chose to remain anonymous

BROnze LeVeL$600 TO $999Mark & Julie AckermanJeffrey T. AdamsDaryl AdelJim AgateDeanna & Brian AmentScott AngusLydia A. BainterDr. Steve & Tracy BartzWendy BauerKate M. BaumannTina BaumgartnerLaWanda Benson

Amanda J. BenwayCharles & Victoria BergetCraig BergumVivek & Ritu BhargavaMichael & Cynthia BierDora M. BladornRandy & Sue BormanJacques & June BoudreauMarshall & Cathy BownBecky BrownMichelle BrownWhitey & Leslie BrunsellSharon BurnettRodney BurzinskiJesse & Sandra CalkinsYolanda CargileWilliam CarterRobert ClapperJohn & Kay ClarkSylvia ClemetsonDennis ColesEddie CollinsJames ConnellBen & Dianne CoopmanJay & Kathryn CramerMickey & Beth CrittendenChad & Tracey DaileyJim & Janet DeedsChristine M. DeGarmoDrs. Gregory Denison & Patricia GarnerPeter & Carol dePoutiloffCharmaine DickDaniel J. DieceBruce & Barb DougalCheri DouglasJames Egan

9

LifE’s most pERsistEnt AnD uRgEnt quEstion is, whAt ARE you Doing foR othERs

– Dr. Martin Luther King, Jr.

Page 10: 2014-2015 Annual Report - uwnrc.org United Way Annual Report FINAL.pdf2015 BOARD OF DIReCTORS Dear Friends, The 2014 Annual Report provides a snapshot of the passion, hard work and

togEthER,

wEAccompLish

whAtno onE oRgAnizAtion oR inDiviDuAL

cAn AccompLish

ALonE.

2014 LEADERship ciRcLE DonoRs (continued)

10

Arlie EllisTim & Tonya ElrodJaime EsserKent & Diane EymannJames & Sigga FaganJeff FarrellDavid B. Feingold & Julie Jacobs FeingoldLoren FellowsScott J. FillhouerScott FilzenTom FinleyLaura FiorucciJoan FisherScott FisherEvan FitzgeraldKathleen Fitzgerald EngelbertBill & Cathy FlanaganPatrick FlanaganHelen ForbeckVince & Judy FormosaKatherine S. FreemanTony FreibergerLeland & Lillie FromJacki GackstatterKaren GallisathHoward & Terri GartlandBarb Higgins & Shawn GillenCornel & Michelle GiucaDavid Flowers & Kristin GoelzerDena A. GreenMark & Julie GregoryWilliam & Lisa GroeperRichard & Lee GruberAnna GrzelckNatalie D. GummerMaureen GumowskiJoe & Mariah GundersonDeborah J.B. GustafsonDiane M. Gustafson

Scott & Sherry HaakensonDr. & Mrs. Thomas HaasPatricia HaggertyKarin HallettEd & Debby HansenJon HartleyRichard HaydenJohn & Elizabeth HegelJohn A. HeidtRobert HendricksonSusan HenningJames HerbstStephen & Mary Jo HeringBrian & Kim HesgardSandy HewittDave & Kayla HillerLynn HillerBarry & Carla HomanJeffrey & Kay HorneMichele IanniTammy A. IngleDave & Mardell JacobsenJim & Karlene JensenDon & Betty JeziorskiBarb JohnsonJere & Peggy JohnsonJim & Heidi JohnsonBrien JohnstonMichael JonesPatricia & Anthony KamplingLarry & Carmella KaneRobert KaufmanEugene KelmJim & Susie KirschbaumGeorge KiskunasRay & Jeanne KitsonDerek & Jan KlaehnMary Jane KleinkePaul & Kathleen Klespis-Wick

Page 11: 2014-2015 Annual Report - uwnrc.org United Way Annual Report FINAL.pdf2015 BOARD OF DIReCTORS Dear Friends, The 2014 Annual Report provides a snapshot of the passion, hard work and

2014 LEADERship ciRcLE DonoRs (continued)

GIVe.

11

Mr. & Mrs. Ferd KlobucarPeggy J. KolbJonathan KozodoyJoan A. LaCroixLisa LandseeBryan LangerMr. & Mrs. Ben LawtonMike & Marge LeavittRandy & Julie LebakkenJerry LeckliderTim LeglerRob LisserBill & Joni LloydBill & Linda LockJamie LockhartDenise & Kevin LofquistMark & Tina LorenzKaren LoritzDavid K. LovaasStephanie LuederBrandan MajerusKevin & Sherry ManningAndrew MarkwartAvis & George MastersonMark MathiasJoseph MazzeiStuart McCarrollStan McCarthyNick & Judy McClearyTerry & Judy McCormickMerrill & Darcy McCoyMary Kay McDermottEric & Linda McGinnisRandy & Janice McGrathBrad McGuireDebbie McKearnSteve McNealKris & Jim MeierRhett E. Merriman

Bill & Terri MilandBecky & Edward MillerDaniele S. MillerMark MillerUrban & Rosalie MillerArlen MollnEllen MurphyDiane L. MyersJoan & Katsumi Neeno, MDHanna NelliganDavid & Holly NelsonJohn & Judy NelsonMichael & Kathleen NelsonTom & Kay NightingaleHi & Pat NowlanMike & Patty O’BrienMargaret OefeleinBridget J. OlsonLyndon OpdykeTim & Jennifer OswaldRyan O’TooleLinda PalmerMike & Kim PayneNancy PearsonLaura PeckJohn & Julie PerinoTom & Lisa PetersonThomas J. PertzbornJohn & Terri PfleidererSteven PlatteterJames & Margaret PolglazeDebra PotempaMatt PrestilTara RajkovaczJoseph RamirezGeorge & Julie RathEdmund ReetzLori RheadSteve & Sue Ripsch

Ed & Michele RobbinsTim & Jayme RothAndy RoystonDennis & Lisa RyanKevin SawyersDonald SchieveDan SchnabelSteve Schreier

Deanna M. SchuettDr. & Mrs. Robert SchwanerMary ScottJeff & Joan ShadelDavid SheedyDenise M. SkellyMichael & Cyntha SlavishBrandon SmithJody A. SmithJosh & Heather SmithSue SnapJames. M. SnivelyAmes & Amanda Sookraj

Page 12: 2014-2015 Annual Report - uwnrc.org United Way Annual Report FINAL.pdf2015 BOARD OF DIReCTORS Dear Friends, The 2014 Annual Report provides a snapshot of the passion, hard work and

2014 LEADERship ciRcLE DonoRs (continued)

unitED wAyBLAcKhAwK REgion

fAst fActs

12

Alan & Marilyn SorensonMark & Sandy SorensonJane SowlesSteve & Lori SperryDanielle J. StauffacherTricia & George Steil, Jr.Laurie L. StickelmaierMichael StromesBruce & Shari StrohmRick & Carrie SullivanDonald SummersSue SunbyNick SuodtGregg & Lisa SutherlandDonna M. SykoraElaine N. SymonsDouglas TabbuttRobert & Terese TangyeFred & Sharon TerryJon ThieringRoss & Jill ThomasDustin R. ThompsonKaren ThorsonMicky A. TierneyJodi TimmermanJohn R. ToddSusan TowneDick & Lannie TroonWilliam & Michelle TylerTony VadenJoe & Mary Jo VillaRobert WallisKarl & Dianne WardTom & Mim WarrenDaniel J. WashkoviakHunter WebbJacqueline WebbJohn R. Weiser

John WeitzelGreg & Tammy WelcherGreg WendorfDr. Stephen WernerJohn & Bonnie WetterCraig W. WhiteMike & Debbie WickiserBrendon WilkinsonGene WilliamsMike & Jenny WimmerNancy WiskieKenneth WolnakHenry WoodardScott Wright & FamilyRuth YarbroughAbigail Nicole YoungJason M. YoungJeannie YowlerBernice Zaehringer20 Donors chose to remain anonymous

PLeASe nOTe:Every effort has been made to ensure the accuracy of this list, as of March 1, 2015. United Way Blackhawk Region values all Leadership Circle donors and strives to recognize their generosity. Please call to our attention any inadvertent omissions or errors.

• There are 1,200 community-based United Ways nationwide and each is separately incorporated and independently governed by local volunteers.

• United Way Blackhawk Region was formed in 2012 as a result of the unification of United Way of North Rock County and Stateline United Way.

• United Way focuses on education, income and health because they are the building blocks for a good quality of life.

• United Way funds 101 programs throughout Rock County, WI and northern Winnebago County, IL.

• United Way is local. 99% of all contributions raised in the Blackhawk Region, stay in the Blackhawk Region.

• United Way is accountable. 86% of all United Way contributions are invested in programs that show measurable success.

• United Way is volunteer-driven. More than 900 volunteers assist with the annual campaign, community impact process and Day of Caring.

• 94,013 residents of Rock County, WI and northern Winnebago County, Il benefitted from United Way partner programs in 2013.

Page 13: 2014-2015 Annual Report - uwnrc.org United Way Annual Report FINAL.pdf2015 BOARD OF DIReCTORS Dear Friends, The 2014 Annual Report provides a snapshot of the passion, hard work and

ADVOCATe.Champion a cause. Make

your voice heard. Learn about

issues that are important. Join

us, together let’s help create

lasting solutions.

ExcELLEncEin ADvocAcy AwARD:LisA fuRsEth

Presented to an individual or program that strives to create meaningful change and demonstrates measurable progress toward improving lives and strengthening our community.

During her 12-year career as Executive Director at Community Action, Inc., Lisa’s inspirational leadership crystalized the agency’s mission of providing ‘pathways’ out of poverty with a focus on culturally-relevant education, employment and training programs.

Some of the hallmark programs during Lisa’s tenure included the Fatherhood Initiative, established with a $100,000 venture grant from United Way, which works with fathers 18 and older who are unemployed and have active child-

support orders. The Beloit Fresh Start Program helps participants obtain a high school diploma and training to earn industry-recognized certificates. Community Action programs that offer services to low-wage workers include the Skills Enhancement Program’s case management and skills training and Community Kids Learning Centers, which provide low-cost early-learning opportunities, with flexible hours, for children of working parents.

As a dynamic trailblazer, Lisa has been able to envision and execute innovative initiatives to prevent and reduce poverty. The Community Action Inc. team is achieving measurable and impactful results. Of the first 50 men enrolled in the Fatherhood Initiative, 37 completed the program and 33 obtained full-time employment. Eighty two percent of participants in Beloit Fresh Start have obtained a high school diploma and industry-recognized certificate. The Skills Enhancement Program, provided to approximately 50 households annually, saw the average wage increase for those completing the program at $3.93 per hour, $13,000 annually.

United Way values its strong partnership with Community Action, Inc. and commends Lisa on her years of leadership, activism and advocacy.

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VOLUnTeeR.

Lend your time, talent and

muscle. Contribute brainpower.

We all have something to

offer. everybody wins when

we all pitch in to advance the

common good.

gERALDinE hEDBERg AwARD: BEth gLiEBE

Presented to an individual for their outstanding volunteer service to the United Way Blackhawk Region.

United Way’s Day of Caring serves as a community service blitz. Volunteers and corporate teams roll up their sleeves on a variety of projects to benefit nonprofit organizations, friends and neighbors throughout our region. Coordinating the logistics for an event like this requires

enthusiasm, strong organizational skills and an intense desire to make a difference. Thus, Beth was the clear choice for the 2014 Geraldine Hedberg Award.

For the past two years, she has served as the volunteer coordinator for the Day of Caring and steadily improved operations and participation. In 2014, the number of volunteers increased nearly 50% as compared to 2013, with more than 725 volunteers from 27 companies teaming up to work on 83 projects. Beth was also instrumental in helping to secure the use of Regal’s corporate hangar at the Southern Wisconsin Regional Airport – a unique venue for the 2014 Campaign Kickoff and Day of Caring breakfast.

United Way applauds Beth’s commitment to volunteerism and deeply appreciates her generosity of spirit.

Volunteers from Minarik Drives in South Beloit lend their muscle to Day of Caring projects at the Stateline Family YMCA in Beloit.

A volunteer crew from the ABC Supply Co., Inc. fleet does some exterior painting during Day of Caring at the Boys & Girls Club in Janesville.

More than 30 volunteers from several Day of Caring teams help to erect a fence at the Beloit Domestic Violence Center.

A Data Dimensions Day of Caring volunteer pulls weeds near the entrance of the YWCA of Rock County Jeffris Flats apartment building.

Volunteers from Frito-Lay lent their carpentry skills on the Day of Caring to construct a new rear entrance deck at Edgerton Community Outreach Transitional Housing.

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Beloit Health System volunteers dig a hole to install a wooden post during a Day of Caring project at the Salvation Army in Janesville.

Presented to a company that displays exceptional support to United Way through its workplace campaign and volunteer support.

Regal team members give, advocate and volunteer. That’s what it means to LIVE UNITED. In other words, they walk the walk, with a resounding 94.6% of employees participating in the United Way campaign. As strong supporters of United Way’s mission, Regal is dedicated to improving lives and strengthening our community.

In 2014, Regal’s campaign total reached $129,424 which represents an increase of $19,959 over 2013. The team’s already impressive per capita giving rose from $797 to $950. In addition to their stellar workplace campaign, Regal also provides exceptional volunteer support of United

Way. Regal’s Chief Operating Officer, Jon Schlemmer serves as Secretary on the Board of Directors. Three Regal employees participated on the 2014 Community Impact Council (CIC) and two others served as members of the CIC Financial Review Team. An enthusiastic group of 45 employees joined in the Day of Caring fun, working on varied projects at the Boy Scouts’ Camp Indian Trails in Janesville. Regal team members also volunteer their time for other local nonprofits, including: Beloit Meals on Wheels, Caritas, Junior Achievement, Salvation Army, and more.

United Way recognizes Regal for their culture of comprehensive responsibility and interconnectivity, as evidenced by their generosity and volunteerism.

LivE unitED AwARD: REgAL

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eDUCATIOn.We envision a region where all children and youth will have supportive learning and development opportunities to grow and become responsible adults. In 2014, United Way Blackhawk Region allocated $626,079 community dollars for the 31 programs listed below, to:

• Support children and youth through early learning and care services, before and after school programs, character and leadership development and recreational experiences.

• Emphasize academic success for children of all ages.

• Expand opportunities for children and youth to bond with peers, mentors and positive role models.

BIG BROTHeRS BIG SISTeRS Lunch Buddies Mentoring Program

BOy SCOUTS OF AMeRICA–GLACIeR’S eDGe COUnCIL

Boy ScoutsCub Scouts

BOyS & GIRLS CLUB OF JAneSVILLeYouth Development and Guidance Program

CATHOLIC CHARITIeSFACE–Kids

CHILDRen’S SeRVICe SOCIeTyExchange Family Resource Center–EvansvilleFACT (Families and Community Together)

CITy OF eVAnSVILLe Evansville Youth Center

COMMUnITy ACTIOn OF ROCK AnD WALWORTH COUnTIeS

Community Kids ProgramCOMMUnITy COORDInATeD CHILD CARe (4-C)

Resource and ReferralProfessional Development

FAMILy SeRVICeS OF SWAnICASA of Rock County

GIRL SCOUTS BADGeRLAnD COUnCILLeadership Experience

JAneSVILLe COMMUnITy DAy CARe CenTeRTuition Assistance–Ruger SiteTuition Assistance–Infant Center

LUTHeRAn SOCIAL SeRVICeSPositive Parenting ProgramRunaway and Youth Services Program (RAYS)

MeRRILL COMMUnITy CenTeRYouth Program

ReTIReD AnD SenIOR VOLUnTeeR PROGRAM (RSVP)

Intergenerational ProgramROCK COMMUnITIeS yOUTH neTWORK

Youth Assessment ProgramSALVATIOn ARMy–JAneSVILLe

Youth Development/Community CenterSTATeLIne BOyS & GIRLS CLUB

Citizenship & LeadershipCultural EnrichmentOutdoor ProgramPersonal EducationSocial Recreation

STATeLIne FAMILy yMCAChildcare, After School Care & Day Camp Scholarships–BeloitChildcare, After School Care & Day Camp Scholarships–Roscoe

yMCA OF nORTHeRn ROCK COUnTyPreschool & Day Camp Scholarships– Janesville locationPreschool & Day Camp Scholarships– Milton location

yWCA ROCK COUnTyChildcare Program

community impAct

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eDUCATIOn. InCOMe.community impAct community impAct

United Way is focused on ensuring Individuals and families have their basic needs met and achieve and sustain self-sufficiency. In 2014, United Way Blackhawk Region allocated $770,960 community dollars for the 34 programs listed below, to:

• Connect people with critical resources for emergency or basic needs.

• Assist in identifying and overcoming obstacles/barriers to self-sufficiency.

• Increase access to skills training, education and other support systems that enable people to achieve self-sufficiency.

AMeRICAn ReD CROSS BADGeR CHAPTeRDisaster ServicesService to the Armed Forces

BeLOIT MeALS On WHeeLSHome Delivered Meals

COMMUnITy ACTIOn OF ROCK AnD WALWORTH COUnTIeS

AWAREBeloit Fresh Start ProgramFatherhood InitiativeSkills EnhancementTeen Parent Connections Transitional Living Program

eCHOECHO Way Home

eDGeRTOn COMMUnITy OUTReACHFood PantryClient ServicesBreakfast Program

eneRGy SeRVICeSCrisis Case Management

FAMILy SeRVICeS OF SWAnIConsumer Credit Counseling

HAnDS OF FAITHEmergency Shelter for Homeless Families

KAnDU InDUSTRIeSWaiting List Project

MeRRILL COMMUnITy CenTeRSenior Program

ReTIReD AnD SenIOR VOLUnTeeR PROGRAM (RSVP)

Community ReferralsIn Home GroupsSeniors Volunteering for Seniors

SALVATIOn ARMy–BeLOITFood PantryFeeding ProgramCorps Community Center

SALVATIOn ARMy–JAneSVILLeFamily Social Services Assistance ProgramPathways Transitional Housing Program

SenIOR SeRVICeS OF ROCK COUnTyBenefit Specialist Program

STATeLIne LITeRACy COUnCILAdult Basic EducationEnglish as a Second Language (ESL)

THe LITeRACy COnneCTIOnAdult Literacy Education

VOLUnTARy ACTIOn CenTeRVolunteer CenterGrant Center

yWCA ROCK COUnTyImmigrant Outreach ServicesTransitions for Women

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When you need help and don’t know where to turn, simply dial 2-1-1 to reach a caring community resource specialist.

United Way 2-1-1 is a 24/7 information and referral service (available in almost any language) that connects people to a variety of resources such as: housing search assistance, support groups, food pantries, community clinics, and many other services.

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United Way supports programs to help residents of Rock County, Wisconsin and northern Winnebago County, Illinois enjoy healthy lives. In 2014, United Way Blackhawk Region allocated $552,960 community dollars for the 36 programs listed below, to:

• Increase awareness and access to healthcare resources.

• Promote healthy lives through education and activities.

AGRACe HOSPICeGrief and Bereavement Services

AIDS neTWORKCase Management

BeLOIT ReGIOnAL HOSPICeTransitions Program

CATHOLIC CHARITIeSChild and Family ServicesFamily CounselingRecreation for Adults with Disabilities

ePILePSy FOUnDATIOnCommunity EducationSupportive Care

FAMILy ReSPITe CARe SeRVICeS Combined Night of Respite/Sib’s Camp

FAMILy SeRVICeS OF SWAnIBeloit Domestic Violence Survivor CenterHome Companion RegistryIndividual & Family CounselingSexual Assault Recovery ProgramYouth2Youth

HeALTHneT OF ROCK COUnTyPrimary Medical Care

Dental CareVision Care

InDePenDenT DISABILITy SeRVICeS (IDS)Respite at Risk

LUTHeRAn SOCIAL SeRVICeSCounseling Programs– Beloit & Janesville ClinicsEnrichment CenterAdult Day Care–Beloit & Janesville

nUTRITIOn AnD HeALTH ASSOCIATeSPrenatal Care and Nutrition Education

S.M.I.L.e.S.Equine Assisted Therapy

STATeLIne BOyS & GIRLS CLUBPhysical Education

STATeLIne FAMILy yMCAYouth Membership Scholarships– Beloit locationYouth Program Scholarships– Roscoe locationYouth Membership Scholarships– Beloit locationYouth Program Scholarships– Roscoe location

WISCOnSIn BADGeR CAMPCampership Program

yMCA OF nORTHeRn ROCK COUnTyAquatic Program Scholarships– Janesville locationYouth Membership Scholarships– Janesville locationYouth Program Scholarships– Milton locationYouth Membership Scholarships– Janesville locationYouth Program Scholarships– Milton location

yWCA ROCK COUnTyAlternatives to ViolenceCARE House

FRee PReSCRIPTIOn SAVInGS CARDUnited Way Blackhawk Region partners with FamilyWize to lower the cost of medicine for residents in Rock County, Wisconsin and northern Winnebago County, Illinois by distributing free FamilyWize prescription discount cards.

The free cards cover all FDA-approved drugs and are accepted at 39 local pharmacies. No registration, activation or paperwork is required.

HeALTH.community impAct

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United Way Blackhawk RegionDecember 31, 2014 (2014 subject to audit)

ASSeTS 2014Cash and Investments $ 1,782,496Cash held for others -Pledge Receivables 1,558,900Prepaid Expense 7,063Interest in net assets of the Community Foundation 86,738Land, Building and Equipment 327,821Certificates of deposit, whose use is limited 8,344Investments - at market 1,316,368Perpetual charitable trust 549,751

Total assets $ 5,637,482

LIABILITIeS AnD neT ASSeTS LIABILITIES Accounts Payable $ 4,657Designations Payable 140,379Due to Others -Accrued expenses 10,000Total liabilities 155,036 NET ASSETS Unrestricted Designated by board 954,926 Undesignated 2,008,635Temporarily restricted 1,703,225Permanently restricted 815,661Total net assets 5,482,446 Total liabilities and net assets $ 5,637,482

Thanks to the generosity of our annual marketing sponsors, advertising and outreach efforts are expended separately, ensuring donor dollars are invested in the community.

STAFF DIReCTORyMary Fanning-Penny, PresidentMichelle Brown, Finance DirectorSue Goike, Finance AssistantRick West, Marketing & Communications Director

stAtEmEnt of finAnciAL position AnnuAL mARKEting sponsoRs

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Everyone deserves

opportunities to have a good

life: a quality education that

leads to a stable job, enough

income to support a family

through retirement, and good

health. that’s why united

way’s work is focused on the

building blocks for a good life:

EDucAtion.helping children and youth

Achieve their potential

incomE.promoting financial stability

and independence

hEALth.improving opportunities and

Access to a healthy Life

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United Way Blackhawk Region 205 N. Main St., Suite 101

Janesville, WI 53545(608)757.3040

LiveUnitedBR.org