United Way of Southern Chautauqua Countyuwayscc.org

2015-16 Annual Report

OfficersPresident.........................................................................................................................Michael Roberts, Allied Alarm ServicesVice President ................................................................................................Christopher Colburn O.D.F.A.A.O., Spectrum EyecareTreasurer..................................................................................................................................Joseph Bellitto, City of JamestownSecretary .............................................................................................................................................Joelle Washer, Northwest Past President....................................................................................................................................Jennifer Gibson, Northwest

Michael Roberts, Board President

In my first year as President of the Board of Directors, I have been reminded time and again of the generosity that makes our community a wonderful place to live, work and

raise a family. You will find highlights of this generosity scattered throughout this report. The stories range from financial contributions that helped push the 2015 Campaign over its goal, to volunteers dedicating time to accomplish new things, to individuals who put their community first. At United Way, we witness tremendous things every day and we are proud to highlight just a few. Thank you for being a community that is generous, not just

with your dollars but with your time and your talents.

Sara Becker, CSEA

James Cirbus M.D., JAMA - GLPP

Stephen Deyo, Jamestown Cycle Shop

Matt Ewalt, Chautauqua Institution

Willow Fodor, CAPP Program

Karen Fuller, Jamestown Community College

Timothy Grace O.D., Chautauqua Eyecare

Daniel Gullotti, Fessenden, Laumer & DeAngelo

Vince Horrigan, Chautauqua County Government

Andrew Johnson Jr., TitanX Engine Cooling

Deborah Kathman, Community

Christopher Maggio, Jamestown Teachers Association

David Painter, Ahlstrom-Schaeffer

Christine Tarbrake, M & T Bank

David Walter, Clark Patterson Lee

David Wilkinson, IBEW 106/JALC

BOARD OF DIRECTORS

STAFF

OUR MISSIONUnited Way of Southern Chautauqua County mobilizes the

community to help people improve their lives.

Tory Irgang, Executive Director

As I celebrated five years as Executive Director of the United Way of Southern Chautauqua County, I took a moment to consider the path we’ve traveled. While the years look different – economics, volunteers, projects and

challenges – what remains consistent is the community that continually seeks to better itself. I am humbled by the dedication shown by those who work in the 42 programs that receive our funding. I am overcome by the giving nature of our neighbors and friends. I am inspired by the corporations and foundations seeking to invest in long-term solutions to the challenges we face. I am honored to work alongside a team of bright, innovative

colleagues. I am proud of the direction that our Board of Directors is setting for our United Way. It is impossible to imagine what the next five years will hold, but I am confident we are on the right track.

Community Impact Coordinator..........................................................................................................................Krista CamarataResource Development Coordiator....................................................................................................................Amber GrekalskiExecutive Director...................................................................................................................................................Tory IrgangDirector of Finance & Administration ..................................................................................................................Jennifer Peters

$100,000 AND ABOVECummins, Inc.

Gebbie Foundation, Inc.Ralph C. Sheldon Foundation

$40,000 TO $99,999Hultquist FoundationSKF Aeroengine N.A.

Wegmans Food Markets, Inc.

$15,000 TO $19,999Carnahan-Jackson Foundation

TitanX Engine CoolingWinifred Crawford Dibert Foundation

$10,000 TO $14,999Bush Industries, Inc.

Chautauqua County EmployeesJamestown Teachers’ Association

Johnson FoundationLenna Foundation

M & T BankPhoenix Metal Fabricating, Inc.

The Resource CenterUnited Parcel Services

WCA Hospital Care & Share Fund

$2,500 TO $4,999Alliance Advisory Group

Artone LLCBOCES - Erie2 - Chautauqua - Cattaraugus

Cargill Animal NutritionCentury 21 Turner Brokers

Chautauqua EyecareChautauqua Patrons Insurance Company

Clark Patterson LeeCommunity Bank NADahlstrom Roll Form

Falconer Central SchoolFirst Niagara

Heidenhain CorporationHospice of Chautauqua County, Inc.

Jamestown Public SchoolsJamestown Macadam Inc./LER Concrete

$20,000 TO $39,999Clark Trust United Way Fund

Hope’s Windows, Inc.Jessie Smith Darrah Fund

NorthwestWeber-Knapp Company

$5,000 TO $9,999Allied Alarm ServicesAllied Fire Protection

Blackstone Advanced Technologies LLCBoard of Public Utilities

Buffamante Whipple Buttafaro PCChautauqua Institution

City of JamestownDawson Metal Company, Inc.

Jamestown Community CollegeJamestown Container Companies

Lucile Parson Charitable TrustMerril Lynch Pierce Fenner & Smith

Moon Brook CCC Charity ClassicNational Grid

Nationwide/Woltz InsuranceRing Precision Components

Southern Tier Brewing CompanySpectrum Eyecare

T. Meyers Enterprises, Inc. dba McDonaldsUBS Financial Services, Inc.Weinberg Financial Group

Key Bank National AssociationRhoe B. Henderson Agency

Slone Melhuish/Maville Tremaine Insurance

Southern Chautauqua Federal Credit Union

Tops Markets - #274 Foote Ave.United Way Endowment Fund, CRCFUnited Way of Southern Chautauqua

CountyWalmart Store, Inc.

WCD Boys & Girls Club of JamestownYMCA of Jamestown

$1,000 TO $2,499Advanced Manufacturing Technology

Bemus Point Central SchoolBodell Overcash Anderson & Co., Inc.

Bon TonCombined Federal Campaign

Chautauqua Adult Day Care Center, Inc.Chautauqua Chemical Co.Chautauqua Striders, Inc.

Classic BrassCourier Capital Corp.

El Greco Woodworking, Inc.Ellison Bronze, Inc.

ERA Team VP Real EstateFamily Service of the Chautauqua Region

Frewsburg Central School

Gebbie Foundation EmployeesHanson Sign Companies

IDT EnergyJamestown Business CollegeJamestown Cycle Shop, Inc.

Jamestown Electo-Plating Works, Inc.JHS Basketball Tournament

L. J. Stein & CompanyLake Shore Savings

Legend Group/Deppas InsuranceLutheran

Lynn DevelopmentMacy’s

Meals on Wheels of Jamestown AreaNationwide/Stage Insurance

Panama Central School

Post-JournalSalvation Army

Saxton, Kocur and Associates, LLPSerta Mattress Company

Short & Smith Insurance AssociatesShults Auto Group

Southwestern Teachers AssociationTAR Enterprises LLC dba Tim Hortons

Tops Markets - #209 Washington StreetUlrich Planfiling Equip. Corp.WCA Emergency Department

Welders Supply Co.YWCA of Jamestown

Community Investors

$500 TO $999CBA Vision Rehabilitation Services

Chautauqua Lake Central SchoolChautauqua Lake Child Care Center

Chautauqua Precision Machining, Inc.Citizen’s Bank

County of Chautauqua IDAE. E. Austin & Sons, Inc.

Far West Council School SuperintendentsGeneral Electric

Glatz Agency, Inc.

Great Lakes Tree Services Inc.IBEW Local 106

IBM, Inc.Jamestown Area Labor Council AFL-CIO

Jamestown Area Medical Associates - GLPPJamestown Awning Inc.

Jamestown Community Learning CouncilJamestown Housing Authority

Jamestown Pediatric AssociatesJC Penney Company

Johanson Agency, Inc.

Kellogg’sLaBella Associates D.P.C.

Lind Funeral HomeLockwood Agency, Inc.

National Fuel GasQuick Solutions

Ron Madden Auto Body Sherman Central School

Southwestern Central SchoolSouthwestern NY Building Trades Council

Spray Tech FinishingTops Markets - #754 Frewsburg

$100 TO $499Ahlstrom-Schaeffer Electric Corp.Allegheny Highlands Council, BSA

All Metal Specialists Inc.American Red Cross

Ames Insurance AgencyBarton Tool, Inc.

Blackstone-NEY UltrasonicsCharest Company

Charles M. Smith Insurance, Inc.Chautauqua Alcoholism & Substance

Abuse CouncilChautauqua Opportunities, Inc. Chautauqua Region Community

FoundationChautauqua Watershed Conservency

Child Advocacy Program of Chautauqua County

Clymer Central SchoolCollins Construction

Cornell Cooperative ExtensionCourt Appointed Special Advocates

D & S Glass Service Ltd.Everyday’s Super True ValueFalconer Printing & Design

FedExFirst Energy Corp.G. L. Olson, Inc.

Girl Scouts of Western New YorkHartley Buick, Inc.

Hollyloft Ski & BikeHulbert Counseling Services LCSW PC

IBEW Local 459Infinity Visual & Performing ArtsIves-Johnson Insurance Agency

J. Edwards Insurance Company, Inc.James B. Schwab company, Inc.

Jamestown Audobon SocietyJamestown Kitchen & Bath

Kings Heating & Sheet MetalLaBardo Advisors, Inc.

Lakewood Apothecary & Natural Health Center

Lakewood Rod & Gun Club, Inc.Lane Women’s Health GroupLANtecs Network Consultants

Lena’s Pizza & Sub ShopLiberty Mutual Ins. Co.

MAC Truck Parts & Equipment Co., Inc.Manpower

Mental Health AssociationMonarch Plastics Inc.

New York State United TeachersNolloth Thompson AgencyRandolph Central School

Robert S. & Je’Anne Bargar FundSchuver ChiropracticSoftware Solutions

Stanton’s Garage, Inc.State Farm Insurance/Robinson

Steven R. Gustafson, PLSTaco Hut Restaurant The Relief Zone, Inc.

Tops Markets - #272 Falconer Tops Markets - #270 MayvilleUsherwood Office Technology

UPMC Community CareValu Home CentersWater Street Brass

Wells Fargo Home MortgageZ & M

UP TO $1002nd Look Graphic Design

Abers AcresAJ Texas Hots

Allen Park Women’s ClubArro Tool & Die, Inc.

Cassadaga Valley Central SchoolCraft World Action Hobbies

Custom Stitches by RoxanneJamestown Electric Supply

Jamestown Roofing Inc.

Lisciandros RestaurantPine Valley Central School

Salon 1Triple E Manufacturing

Val Pro Sanitary SuppliesVillage of Falconer

Workforce Investment Board

Memorials:Richard Stearns Jeanne Strawser Robert Benson

Rich Long

Honorariums:Kim Peterson

Jerry LockwoodHans Auer

Grandpa Bruce Swanson

Leadership CircleIn 2015, Leadership Circle celebrated 25 years at United Way of Southern Chautauqua County. This unique approach to fundraising was initiated in 1990 by Campaign Chair Dr. Lillian Vitanza Ney. It began with nine members and today boasts more than 160! It has helped develop a loyal donor base that regularly contributes more than 18% of the total campaign revenue.

Founders CirCle $5,000+randall and susan Manitta

toM Meyers

Mr & Mrs. MiChael and Karen roberts

JaCK and ann swartz

dr. ellen and Mr. hadley weinberg

builders soCiety $2,500+hans and Kari auer

thoMas and suzette benson

dr. & Mrs. JaMes and MarCia Cirbus Phineas and sara deMinK

bill and Kathleen evans

williaM Freyd and diane M. Carlson

JiM and sue garde

dr. and Mrs. tiM and Kathy graCe

dr. & Mrs. lyndon gritters

ChuCK and linda hall

stewardshiP soCiety $1,500+bob and Marie allison

Mr. & Mrs. elwood blanChard

todd J. button

Craig and beCKy Colburn

david and Joann Colburn

dr. ChristoPher Colburn & allison slater

david dawson

Mr. & Mrs. rayMond and Jeanine Fashano

Mr. & Mrs. riCK and JenniFer gibson

rhoe and sharron henderson

Mr. & Mrs. Martin and PatriCia idziK

gary and Kay Johnson

leadershiP CirCle $1,000+John e. anderson

Cle and Penny austin

gene and ann Marie aversa

toM and Jane beCKer

thoMas & Kathleen beMus

dan & barb berry

Mr. & Mrs. JaCK bielata

Mary h. blair

dr. & Mrs. Jonathan blasius

heather C. brown and saM trisCari

Mr. & Mrs. lyMan and Janette buCK, iiiKevin and sally burns

drs. JaMes & viCKy CaMPion

alison & Jay ChurChill

dr. & Mrs. PatriCK and Karen Collins

david ConKlin

Mary F. CooK

dr. & Mrs. JaMes and shelley dahlie

lou and Melissa dePPas

Ms. sylvia d. derriCK

larry and lorraine diggs

Mr. & Mrs. Cory and elva duCKworth

greg and Carrie edwards

Kurt & KyM eiMiller

MiChael and denise evans

dr. Kathleen Fanos

Mary a. Farrell

Mr. sCott Farrell

suzanne Foley

dr. & Mrs. harry glatz

Mr. & Mrs. MiChael and Kelly grahaM

steve and gesele Koehler

Mr. and Mrs. riChard lawson

howard w. lindstroM

Mr. & Mrs. Charles and terri lynn

rex and MiCKi MCCray

MiKe and Cathy Moots

dr. lillian vitanza ney

dr. & Mrs. bert and Mary raPPole

Peter and holly sullivan

toM turner

John and Kristy zabrodsKy

robert s. and ethelyn M. Johnson

andrew and Mary Kohl

Mary C. lausterer

toM and liz lingenFelter

tiM o. Mains & david P. gardner

MiChael and MarJorie Metzger

henry and roChelle Mole’wayne and viCtoria rishell

bill and Kari soFFel

Paul o. stage, CFPlinda v. swanson

riCK and terry turner

Mr. & Mrs. barClay o. wellMan

dr. & Mrs. ryan white

dr. & Mrs. thoMas l. greer

J. Mathews & lanie r. hagberg

Chris & erin hagstroM

anne and Paul hedin

Mr. & Mrs. toM and lisa holt

Peter and Cindy holway vinCe and barb horrigan

andrew Johnson, Jr. the Jung FaMily

deb and deKe KathMan

rolland and Jane Kidder

robert M. KoCur

dr. & Mrs. wolF-dieter Krahn

JeFF and Kelly Kroon

steven Kulig

deborah s. Moore & brian KushMaul

dr. & Mrs. John M. laManCuso

JeFF and Marilyn lehMan

stan and sara lundine

Mr. david Maines

riChard and JaniCe MarKs

drs. rudy and diane Mueller

traCy and Chad MulKin

randy and diana ordines

rosalie h. PeMbridge

gregory and Cynthia Peterson

Mr. & Mrs. gene PhaneuF

dr. Marie and Mr. John PluMb

renee & MarK PreChtl

saM PriCe

riChard reynolds

Mr. & Mrs. Jonathan and sally sCalise

thoMas and Katherine sChMidt

brenda sChultz - in MeMory oF dr. terry sChultz

JaMes a. sChultz, o.d.dr. & Mrs. robert and barbara sCott

Curt & JoyCe seChler

ron sellers

John and Carole sellstroM

MiChael and angela shea

david and elizabeth shePherd

elaine and allen short

Mr. & Mrs. todd and alexis singleton

gregory and linda sMith

JaMes M. sMith

sandra snively

lee and JenniFer stein

lois F. striCKler

terry and Katie stronz

tyler and Carolyn swanson

robert vanevery & Judith Claire

the walter FaMily MarK wePPner

robert & lisa white

greg and laurie whiterMore

Mr. donald whittington

Mr. & Mrs. riChard wight

tad and betsy wright

Mr. and Mrs. allen yahn

Every effort has been made to ensure the accuracy of these listings. We sincerely apologize for any errors or omissions.

eMerging leaders

$2,500 +adaM and tory irgang

$1,500 +dr. anna and Mr. rob wohlgeMuth

$1,000+Kelly and rob dubois, Jr.Paul and Chantel haase

riCKy and heather turner

dana and Joelle washer

Mr. & Mrs. dereK watKins

$500+danielle aMiCo

anonyMous - Jesus is lord

Chrissy ConKlin

JenniFer C. Cresanti

John r. Foti

Ms. Karen Fuller

Joe Kourt

Ms. Carrie Peterson

Matt & PaM reese

Mariah ross

Mr. ryan salvo & Mrs. Julie salvo

Carrie saunders

blaKe tarana

2015 Campaign Team

Every year, a team of volunteers rallies to help achieve the campaign goal. In 2015, that team

included more than 40 individuals from all walks of life. These individuals called on key accounts,

identified prospective donors and offered ideas to bolster workplace campaigns.

Business TeamCo-Chair: Megan Herman, Northwest Co-Chair: Doug Nelson, Northwest Bryce Ireland, J. Edwards Insurance AgencyAlex Johnson, Northern Mutual Misty Johnson, Falconer Printing & DesignMichele Lunz, NorthwestJason Stronz, Courier Capital Blake Tarana, Tim Hortons

Education TeamCo-Chair: Tim Mains, Jamestown Public SchoolsCo-Chair: Mike Mansfield, Bemus Point Central School

Finance TeamCo-Chair: Sally Myers, CommunityCo-Chair: Mark Prechtl, Chautauqua PatronsDean Benson, Chautauqua PatronsSandy Cherico, NorthwestChristine Nary, Chautauqua Patrons Brian Willink, Chautauqua Patrons Foundations Team Co-Chair: Hadley Weinberg, Weinberg FinancialCo-Chair: Peter Sullivan, Community

Individual Giving TeamCo-Chair: Tom Schmidt, CommunityCo-Chair: Donna Vanstrom, CommunityAnne Kohl, CommunityRon Kohl, CommunityAnne Hedin, Community

Industrial TeamChair: Rex McCray, Weber Knapp Robert Dahlin, Weber KnappMichael Metzger, Blackstone Advanced TechnologiesMichael Roberts, Allied Alarm ServicesHeather Turner, Blackstone Advanced Technologies

Leadership Circle TeamCo-Chairs: Sue & Randy ManittaKelly & Rob DuBoisMary LaustererBill & Kari SoffelGreg & Laurie Whitermore

Professional TeamCo-Chair: Jim Cirbus M.D., JAMA - GLPPCo-Chair: Tim Grace O.D., Chautauqua EyecareCo-Chair: Shane Uber, Attorney

Pacesetters TeamChair: Liz Lingenfelter, Wegmans

Public Service TeamCo-Chair: Jeff Kroon, WCD Boys & Girls ClubCo-Chair: Lisa Goodell, CBA Vision Rehab ServicesFrank Bercik, Chautauqua Adult Day Care CentersKathy Burch, Chautauqua County Health NetworkMark Eckendorf, YMCA

Campaign Chair: Hans Auer

2016-18 Funded ProgrammingThis year marks a return to a two-year funding cycle where more than $1,114,163 will be invested in the community each year. These awards were based on the applicants’ ability to align with the Strategic Objectives set forth by the Board of Directors.

ALLOCATIONS COMMITTEE

Youth Scouting Programs....$18,000Allegheny Highlands, Boy Scouts of America

Great Futures Start Here....$125,000WCD Boys & Girls Club

Preschool Vision Screening...$4,423CBA Vision Rehab

Early Childhood Program...$18,500Chautauqua Lake Child Care Center

After School Programming...$2,500Chautauqua Lake Child Care Center

K-12 Tutoring...$7,000Chautauqua Striders

Mentoring...$38,865Chautauqua Striders Trauma Focused Therapy...$25,000Child Advocacy Program

CASA of Chautauqua County...$25,000Court Appointed Special Advocates

School Based Social Work...$77,950Family Service of the Chaut. Region

Comprehensive Girl Scout Programming...$8,000Girl Scouts of WNY

Girl Scout Camp Experience...$9,500Girl Scouts of WNY

After School Programming...$10,500Girl Scouts of WNY

Parents as Teachers..$25,000Jamestown Community Learning Council

TRZ Kidz Programming...$8,000The Relief Zone, Inc.

Young Minds Tutoring...$1,000The Relief Zone, Inc.

ANEW Children & Family Outreach...$29,000The Salvation Army

Latino Afterschool Care...$29,000YMCA

Summer Day Camp & Power Scholars...$23,771YMCA

Middle School Academy...$8,000YMCA

Early Care & Education...$53,500YWCA

TEAM...$20,171YWCA

YOUNG PEOPLE SUCCEED IN SCHOOL

OUR STRATEGIC OBJECTIVES

INCREASE THE NUMBER OF FAMILIES WITH THE NECESSARY

LIFE SKILLS TO BE SELF SUFFICIENT.

INCREASE THE READY WORKFORCE BY ADDRESSING SOFT AND HARD

SKILLS GAPS AMONG YOUNG PEOPLE AND ADULTS.

IMPROVE ACADEMIC SUCCESS BY WORKING DIRECTLY WITH YOUTH

FROM CRADLE TO CAREER.

IMPROVE THE HEALTH AND INDEPENDENCE OF VULNERABLE

POPULATIONS.

PEOPLE IN NEED CAN FIND HELPService to Armed Forces...$10,720American Red Cross

Disaster Services...$70,265American Red Cross

ScholarshipFund...$32,000Chautauqua Adult Day Care

Vision Rehabilitation Education...$16,000CBA Vision Rehab

Support for Community Volunteers...$5,000Chautauqua County RSVP

Membership Program...$5,000Community Connection at Findley Lake

Office-Based Counseling...$10,000Family Service of the Chaut. Region

Home-Delivered Meals...$20,000Meals on Wheels

Comprehensive Financial Assistance...$52,500The Salvation Army

2-1-1 Information & Referral...$9,500UWSCC

EVERYONE IS READY TO WORKWork Readiness & Career Exploration...$35,000Boys & Girls Club of Jamestown

Prevention Works...$30,000Chautauqua Alcoholism & Substance Abuse Council

Project Based Mentoring...$5,000Chautauqua Striders

4-H Scholarship Assistance...$3,200Cornell Cooperative Extension

INSTILL...$13,000Infinity Visual & Performing Arts

It’s My Future at JHS...$10,000Junior Achievement of WNY

Achieving Employement Success...$5,635The Resource Center

The Teen Center...$15,000YMCA

FAMILIES ARE SELF-SUFFICIENTRecovery Coaching...$35,000Mental Health Association

ANEW Residential & Non Residential...$32,000The Salvation Army

Transitional Housing...$17,000YWCA

VITA Volunteer Income Tax Assistance...$8,737UWAYSCC

Women2Women...$1,500UWAYSCC

Allocations Committee

Panel Members:Kathy Abbate, CommunityCheryl Akin, CasellaKathy Bemus, Community Bank NAEric Bens, Warren General HospitalJoni Blackman, Fenton History CenterRachel Caprino, Hope’s WindowsLisa Christ, WCA Hospital Chris Colburn, Spectrum EyecareJon DeAngelo, Chautauqua County GovernmentSteve Deyo, Jamestown Cycle ShopLarry Diggs, CommunityPatty Eckwahl, LutheranMatt Ewalt, Chautauqua Institution John Felton, Southern Chautauqua Federal Credit UnionPhil Genco, WegmansDan Gullotti, Fessenden Laumer & DeAngeloMary Jo Hamilton, The Resource CenterMatt Hanley, City of Jamestown Amy Harding, Lake Shore Savings BankMaggie Irwin, CommunityMisty Johnson, Falconer Printing & DesignRhonda Johnson, Weber KnappLorie Johnson, M&T BankAnnette Lewczyk, Hope’s WindowsJohn Lloyd, Buffamante Whipple Buttafaro, PCKaren Magnuson, NorthwestBonny Milliner, Allied Fire Protection Systems, Inc.Mark Nelson, Alliance Advisory Group, Inc.Karen Olson, SKF/UAWJohn Panebianco, Jamestown Public Schools

Julie Poppleton, Jamestown Public SchoolsJulie Possai, Falconer Central SchoolVicki Rishell, Jamestown Public SchoolsKristofor Sellstrom, Jamestown BPUMike Shea, UPSMark Summers, Jamestown Rubber StampBlake Tarana, Tim Hortons Christine Tarbrake, M&T BankGlori Taylor, Community Bank NAReid Wagner, Merrill Lynch Pierce Fenner & SmithDave Walter, Clark Patterson LeeJoelle Washer, NorthwestDavid Wilkinson, IBEW Local Union 106/JALCLisa Yaggie, Southern Tier Brewing Company

The Allocations volunteers used a scorecard to objectively rate

the applications and presentations of those

seeking funding. They worked in six teams to visit 26 agency sites

and review over 45 program requests. These

volunteers donated more than 400 hours of services to ensure

that donors’ dollars were invested in the very best way.

Assets Cash $751,370 Investments $1,764,602

Total Cash & Investments $2,515,972

Total Receivables – 2015 & 2016 Campaign Years $207,453 Prepaid Expenses $2,495 Fixed Assets $6,328 Total Assets $2,732,248 Liabilities Accounts Payable, Accruals, and Deferred Liabilities $2,603

Fund Balance Allocations & Donor Designations to Agencies $1,019,354 Temporarily Restricted (Community Impact) $77,426 Temporarily Restricted (Admin) $307,141 Fixed Assets, Board Designated, Restricted, & Unrestricted Funds $1,325,724 Total Fund Balance $2,729,645 Total Liabilities & Fund Balance $2,732,248

In June, United Way of Southern Chautauqua was recognized by Charity Navigator with its coveted 4-star rating for demonstrating strong financial health and a commitment to accountability and transparency. This was on the heels

of securing accreditation from the Better Business Bureau’s Wise Giving Alliance and attaining a Gold rating from Guidestar. We are proud of our financial reputation and appreciate being recognized by these watchdog groups.

The latest audited financial statement and IRS Form 990 are available at www.uwayscc.org.

Summary of financial results for year ending June 30, 2016

Actual Budgeted Variance

Total Revenues $1,234,186 $1,260,137 -$25,951One-time Contribution $200,000 $0 $200,000 Endowment Distribution $77,000 $76,131 $869 Total Expenses (includes depreciation) $1,357,413 $1,378,095 -$20,682 Revenue Over (Under) Expenses $153,773 -$41,827 $195,600

Unaudited Statement

Statement of Financial Position as of June 30, 2016

Community Impact

Volunteer Income Tax Assistance

Community BabyShower

Ten volunteers prepared 600 returns, bringing $1 million back to

Southern Chautauqua County.

The Volunteer Income Tax Assistance (V.I.T.A.) program offers free tax preperation to people who earn less than

$54,000, persons with disabilities, and seniors.

If you are interested in becomming a V.I.T.A. volunteer, please visit our website at uwayscc.org/vita for more details.

The goal of community baby showers is to gather items that promote safe sleeping and a healthy start for infants. These items

are given to agencies that work one-on-one with mothers to provide education and case management.

If you are interested in hosting a community baby shower next year, visit uwayscc.org/united-mission for more details.

More than 500 baby items were collected by: Panama Central School, Northwest, Women’s

Assn. of MBCC, Marvin House members, & Lane Women’s Health Group.

12 Months of Caring

2-1-1Call Center

This year-round initiative seeks to increase volunteerism by engaging workplace or community

groups in hands-on projects.

If you are interested in gathering your co-workers for a community service project, visit our website at

uwayscc.org/12-months-caring for more details.

2-1-1 can connect you to local agencies that provide personalized assistance with food, shelther, clothing,

and so much more.

1,500 calls were made to 2-1-1 from Southern Chautauqua County.

To register a program in the 2-1-1 database visit 211wny.org for more details.

Four groups dedicated 97 hours to improving the community.

Community Impact

Volunteer of the Year

This annual event recognizes the contributions that volunteers make to our community. Volunteer service is valued at

approximately $23.56 per hour. This means that each year, hundreds of thousands of dollars are contributed by those who

volunteer right here in our community.

Joseph H. Mason Award

Every year, United Way of Southern Chautauqua County presents this award to a union member or staff person who

has demonstrated service to the community that honors the spirit of involvement exhibited by the late

Joseph H. Mason.

United Way’s Community Partners collectively honored 16 individuals for

giving back. United Way thanked 44 Allocations volunteers for dedicating

440 hours.

Christopher Maggio, Jamestown Teachers Association member,

was honored as the 2015 Joseph H. Mason Award

recipient.

John A. and Oscar Johnson Memorial Fund

As part of the final grant-making of the Johnson Foundation, United Way received a $200,000 grant to support its long-term sustainability and operations. With this gift, the Board designated fund was

renamed the John A. and Oscar Johnson Memorial Fund to permanently honor the legacy of these hard working men.

“The Johnson Foundation has supported the annual United Way campaign throughout its existence and this was a way for it to continue doing so forever,” said Mr. John Sellstrom, Johnson

Foundation Trustee. “The Johnson brothers were humble individuals who wanted to know that their money would have an impact where it was needed most. We believe that our local United Way

provides a great opportunity to honor their wishes.”

“The Board of Directors was honored when we learned from the Sellstrom’s that the Johnson Foundation wished to contribute to the future sustainability of the United Way,” said Mr. Michael Roberts, Board President. “Renaming this fund in memory of John and Oscar Johnson was a great

way to make future Boards aware of the generosity.”

Each year, the Board utilizes a distribution from the endowment to supplement the operating expenses of the organization. This year, nearly 25% of the overall operating budget of the United

Way of Southern Chautauqua County was supported by the distribution from the endowment. “It can be challenging to raise new money through our traditional campaign,” shared Tory Irgang, Executive

Director. “We are grateful to past United Way Board members for the forward-thinking that initiated an endowment. The John A. and Oscar Johnson Memorial Fund will make it possible to put

more donor dollars where they are most needed - into community-based programming.”

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United Way of Southern Chautauqua County413 North Main Street Jamestown, NY 14701

Thank you for joining Jim in the 2015 United Way Campaign.