2011-2012 REPORT TO THE COMMUNITY

UNITED WAY OF GREATER CLEVELAND

HELPS YOU HELPOUR COMMUNITY

OUR MISSION

United Way of Greater Cleveland is a leader

in addressing health and human service

needs through convening partnerships,

funding programs, generating resources

and advocating for public policy to support

our community’s priorities.

STRATEGIC AREAS

Resource Development

Customer Relationship Management

Community Investment

Communication and Branding

Technology

UNITED WAY OF

GREATER CLEVELAND

HELPS YOU HELP

OUR COMMUNITY

If you ask a United Way volunteer what United Way does to help our community, you will receive a variety

of answers based on their individual experiences.

• Campaign Cabinet volunteers are dedicated to raising every dollar possible to support the health and

human service programs that are funded through United Way.

• Community Investment volunteers are passionate about making funding decisions that are grounded

in research and target the most important needs of our community, right here in Cuyahoga County.

• Finance and Administration volunteers monitor every dollar to ensure that our United Way

maintains the highest fiscal integrity.

• The Board of Directors focuses on providing sound nonprofit leadership and governance throughout

the organization, touching every aspect of United Way.

Despite their various points of view, one fact is evident regarding all United Way volunteers.

They are committed to this community and its well-being, and they are diligently dedicated to

excellence. On this volunteer army’s watch, you can be assured that every donation to United

Way is making a difference in our community – more than 450,000 people benefited from the

generosity of 84,000 donors last year.

This is how United Way helps you help our community.

Throughout the pages of this report you’ll read about the diverse reach

United Way has in our community and the activities of United Way volun-

teers. You’ll hear from donors who share why they are so committed to

our United Way. You’ll also meet people who have benefited from our

funded programs. And you will see the many connections United

Way makes in our community to do its important work.

But it all comes down to you, our donors, who make it possible

for United Way to help those in need. We are grateful to you.

Thank you for your continued support of United Way and the

Greater Cleveland community.

K. Michael BenzPresident and CEOUnited Way of Greater Cleveland

Terrance C. Z. Egger Chairman, Board of Directors United Way of Greater Cleveland Publisher, President and CEOThe Plain Dealer

United Way’s President

and CEO Mike Benz will

retire after 17 years as one

of the most committed

leaders in Greater

Cleveland.

We will miss Mike and we

wish him the very best in

his next phase of life.

On behalf of the United

Way Board of Directors,

“Thank you, Mike Benz,

for a job well done!”

–Terry Egger

A LETTER FROM THE PRESIDENT AND CHAIRMAN

1

For nearly 100 years, United Way of

Greater Cleveland has cared for our

community’s residents, transforming

as their needs changed.

In 2011, United Way revised its funding strategies again, using informa-

tion from two research studies – a demographic analysis conducted

by the Center on Urban Poverty and Community Development at the

Mandel School of Applied Social Sciences at Case Western Reserve

University, and a public policy and funding analysis prepared by the

Center for Community Solutions. Focus group research and United

Way data gathered from site visits and monitoring of currently funded

programs was used to refine the process.

Based on this information, approximately 140 United Way Community

Investment volunteers collectively recommended to the Board of

Directors an investment of $18.2 million in health and human service

programs in the following areas: Self-Sufficiency and Basic Needs;

Education, Children and Families; Behavioral Health; Community

Health; Aging and Special Needs; and Capacity Building. These invest-

ments provide support to 216 health and human service programs

and three federated agencies. United Way also provided support to

regional United Ways in Lake, Geauga and Medina counties, allocated

resources to 2 1 1 , funded three special projects and a small grants

program. Resources for these activities totalled $4,480,918.

A. Self-Sufficiency and Basic Needs $3,729,539 – 11%

B. Education, Children and Families $3,489,380 – 11%

C. Behavioral Health $2,627,630 – 8%

D. Community Health $2,472,232 – 7%

E. Aging and Special Needs $1,568,102 – 5%

F. Capacity Building $240,160 – 1%

G. Catholic Charities, Jewish Federation of Cleveland

and United Black Fund $4,045,817 – 12%

H. Donor-designated to partner and non-United Way

agencies and other United Ways $10,393,830 – 31%

I. Various grants, special projects, 211 and regional

contributions $4,480,918 – 14%

HOW YOUR CONTRIBUTIONS ARE INVESTED IN OUR COMMMUNITY

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The good we secure for ourselves is precarious and uncertain until it is

secured for all of us and incorporated into our common life. ~ Jane Addams

HOW UNITED WAY CARES

FOR OUR COMMUNITY

UNITED WAY OF GREATER CLEVELAND • COMMUNITY INVESTMENT2

CONNECTING PEOPLE TO SERVICES ALL DAY, EVERY DAY211 is a free community service that provides information by phone

and online about social, health and government resources 24 hours a

day, seven days a week. In 2011, 240,000 calls were answered by 211

information and referral specialists and 82,000 visits were made to

the 211 website (211neohio.org). Of those calls nearly 40 percent came

from suburban communities, clearly illustrating the critical need 211

fulfills throughout our community.

UNITED WAY OF GREATER CLEVELAND • COMMUNITY INVESTMENT

While continuing to guide community members to help related to

emergency food, clothing, housing and utility assistance; services

for older adults and people with disabilities; family support,

children and youth services and parenting; substance abuse and

mental health treatment; employment; tax assistance, budgeting

and credit counseling; volunteerism and donations programs; in

2011, 211 services expanded to include:

• Ohio Lottery problem gambling line – The Ohio Lottery

contracted with 211 to take calls from people experiencing

gambling problems throughout Ohio.

• Earned Income Tax Credit – 211 handled more than 12,000

requests for referrals to tax preparation assistance programs

and made over 4,800 appointments for service as part of the

Earned Income Tax Credit Coalition, resulting in $13 million in

tax refunds for Cuyahoga County residents.

• Bank of America – The 211 service of United Way of Greater

Cleveland was chosen from forty 211 programs nationally to be

the transition line for Bank of America customers who are los-

ing their homes to foreclosure. Nearly 3,000 calls came in from

across the country, with United Way information and referral

staff linking those callers to social services.

• New 211 service to Ashland County – United Way of

Ashland County was approved to be a 211 service operated

by United Way of Greater Cleveland’s 211. Ashland, Cuyahoga,

Geauga, Holmes, Medina and Wayne counties are now in col-

laboration, serving 1.7 million people.

• Aged Disability Resource Centers (ADRC) – 211 information

and referral staff members answer calls and maintain a data-

base for Cuyahoga, Geauga, Medina, Lorain and Lake Counties,

linking seniors and persons with disabilities to one of 13 ADRCs

in the region.

• Toys for Tots – 211 and the

U.S. Marine Corps collaborated

on the Toys for Tots campaign,

linking people from Cuyahoga

and Lorain counties to sites that

distribute toys.

VISIT 211NEOHIO.ORG

CALLS FOR ASSISTANCE

2009

20102011

206,

000

230,

000

240,

000

3

HELPING OTHERS HELP THEMSELVES Doing what we can to ensure that the most

basic needs of our community members

are met, thereby helping them to become

self-sufficient, is a vital component of work-

ing to make our community a better one.

Funding dedicated to the investment area of

Self-Sufficiency and Basic Needs addresses

the challenges faced by the working poor,

families and individuals without adequate

food, those who cannot otherwise afford

legal services, people who are homeless or

at risk of becoming homeless, those who

were formerly incarcerated and families and

individuals in financial distress.

MEET HERMIONE - UNITED WAY DONORHermione Malone, Community Outreach Manager,

University Hospitals Seidman Cancer Center

Though not a native Clevelander, Hermione now calls Northeast

Ohio home, and is doing all she can to enhance the community

that welcomed her. She views United Way of Greater Cleveland

as a trusted adviser, providing valuable insight on the specific

needs of our community. Because of that insight, she’s become a

member of United Way’s Women’s Leadership Council and has be-

come involved with local programs that help women coming back

into our community following periods of incarceration. Hermione

has donated new clothing she’s purchased but never worn, and

encouraged her friends and colleagues to do the same.

4

Care Navigation Program, Hospice of the Western Reserve

UNITED WAY FUNDED PROGRAMS HELP MAKE GREATER CLEVELANDERS SELF-SUFFICIENT THROUGH:

MEET SCOTT - CREATIVE ARTISTAssisted by Emerald Development and Economic Network,

Homeless Prevention Rapid Re-Housing Program

Scott, who suffers with anxiety, lives in special housing for people

with disabilities. A few months ago, his landlord discussed

concerns he had with Scott’s lease compliance. The Emerald

Development and Economic Network (EDEN) Homeless Prevention

Rapid Re-Housing Program stepped in. Their Housing Retention

Specialists helped him develop a routine to keep his apartment

clean. As an artist, Scott works with many different mediums in-

cluding paint. He used his bathroom as a studio but unfortunately

the paint was staining the sink. After working with the specialists,

he began lining his bathroom wall and sink with plastic to protect

the finishes. His apartment is now clean and organized, and Scott

is more secure, knowing he has a comfortable place to call home.

• Credit counseling for low-income families

• Financial literacy education

• Emergency food and assistance enrolling in food

programs

• Homelessness prevention services

• Assistance to families and individuals in maintaining

housing stability

• Legal mediation and dispute resolution

• Services for formerly incarcerated individuals to help with

re-entry into the community and employment

• Education and training to help overcome barriers to

employment for our working poor

• Stay-in-school strategies for our youth

5

A STRONG FOUNDATION ON WHICH TO BUILD Nelson Mandela said that education is

the most powerful weapon you can use

to change the world. As evidenced by an

investment of nearly $3.5 million in programs

that support education, children and families,

United Way of Greater Cleveland volunteers

agree. United Way funded programs focus on

supporting our children as they travel on a

positive academic journey and strengthening

the family by helping to increase home sta-

bility and the relationships within the family.

MEET STEVE - UNITED WAY DONORSteve Brazie, Commercial Branch Manager,

The Sherwin-Williams Company

As a youngster, Steve was taught to help others. Employed by

Sherwin-Williams for 23 years, he has been a strong supporter

of United Way for all of those years, contributing financially, and

assisting during the United Way Paint Day events, when groups of

volunteers from area businesses and organizations come together

to make a visible difference in our community (Steve provides

instruction, Sherwin-Williams provides materials). Steve likes to be

personally involved, because rather than admiring from afar, he

gets to see the impact, and know that he contributed to it.

6

Care Navigation Program, Hospice of the Western Reserve

HOW YOUR CONTRIBUTIONS HELP EDUCATE CHILDREN AND STRENGTHEN FAMILIES

MEET AALIYAH - CONFIDENT YOUTHAssisted by West Side Community House, Youth Services –

Sisterhood Program

13-year-old Aaliyah has been participating in the Sisterhood

program at West Side Community House for two years. She heard

about the program from a friend, told her mom about it, and has

been actively involved ever since. Aaliyah is proud of how the

program has taught her self-control, and how to deal with difficult

people. Her mom is amazed by the “sisterhood cycles” that are

transforming her daughter and the other girls in the program

into young ladies, teaching them social skills and self-esteem,

outreach and family support, education and arts, financial literacy,

and health and wellness.

• Adult / child mentoring services

• Youth development activities

• High quality early childhood education programs

• Child care referral and assistance to low-income families

• Family support centers

• Parent education programs

• Post adoption services

• Academic enrichment for preschool - 6th grade children

who are educationally disadvantaged

7

WHEN YOU HAVE YOUR HEALTH, YOU HAVE EVERYTHING Funding to Community Health and

Behavioral Health programs help those who

are chronically or terminally ill and those

with physically disabling conditions, individu-

als with or at risk of chemical dependency or

mental illness, and families and individuals

experiencing violence and abuse. Programs

provide intervention and support, offer

education and information, help individuals

and families identify the health and commu-

nity services available to find the care they

need, and provide medical assistance to the

uninsured.

MEET MARY JO - UNITED WAY DONORMary Jo Lahiff Casey, Senior Vice President,

Operations Excellence, PNC Bank

Years ago, Mary Jo gave to United Way without giving it much

thought. But when her middle son experienced speech problems,

Cleveland Hearing and Speech Center, which receives funding

from United Way, was there to help. Since then, she has been a

huge advocate for United Way. But since everyone doesn’t have

such a personal connection to an individual agency, she’s grate-

ful that United Way has the expertise to identify programs our

community members need and allocate funds to enable those

programs to make a difference.

8

Care Navigation Program, Hospice of the Western Reserve

HOW UNITED WAY HELPS IMPROVE THE HEALTH OF OUR COMMUNITY

MEET TEVIN - EARNEST STUDENTAssisted by United Cerebral Palsy of Greater Cleveland,

Children’s Services Case Management Program

As an infant, Tevin was ahead in terms of developmental mile-

stones. At 16 months, a virus and high temperature changed

things dramatically. He became non-responsive to sounds, did not

talk, and was hypersensitive to some clothing items. Tevin’s mom

Miriam sought help everywhere, and after much frustration, found

the United Cerebral Palsy of Greater Cleveland (UCP) Children’s

Services Case Management Program, where Tevin was diagnosed

with Autism Spectrum Disorder. Years of therapy and loving care

helped Tevin and his mom. “When we got here, Tevin could not

talk or recognize himself in a photo, and he was sensitive to some

items of clothing. Today, he can do those things and more, and

he’s more open and accepting. Tevin deserves the same opportu-

nities in life as any child, and thanks to the skilled and caring staff

and incredible programs at UCP, he’s well on his way,” said mom.

• Information, education and support on health issues

• Care coordination

• Home-based services

• Medical expense assistance

• Hospice and palliative care

• Drug prevention education for youth

• Outpatient and residential treatment for individuals with

chemical and alcohol dependency

• Outpatient care, case management and psychiatric day

treatment for individuals with or at risk for mental illness

• Early intervention mental illness programs for children from

birth to age 5

• Training for professionals and paraprofessionals to identify

people at risk for violence and abuse

• Emergency and transitional shelter

9

AID FOR THOSE DEALING WITH LIFE’S CHANGES AND CHALLENGES

MEET DIANA - UNITED WAY DONORDiana Habbouche, Teller, KeyBank

Diana is determined to do whatever she can to help those

in need. A young working mother, her time and finances are

stretched quite thin, but her desire to help is huge. From children

to senior citizens, she knows the needs of many in our community

are great, and that even the limited amount of time and money

she can afford to spare now can help make their lives better.

And she’s looking forward to the future, when she is able to share

more of her time and resources.

More than 260,000 senior citizens live in

Cuyahoga County, along with hundreds of

immigrants who are new to our community.

Nearly $1.57 million of United Way funding

provides assistance to these individuals, as

well as aid to disaster victims. Several funded

programs focus on maintaining indepen-

dence for seniors as well as people living

with disabilities. Support to refugees and

immigrants includes assistance with housing,

mastering English, employment and health

care and introductions to the Northeast Ohio

community that is now home.

10

Care Navigation Program, Hospice of the Western Reserve

HOW UNITED WAY HELPS SENIOR CITIZENS AND OTHERS WITH SPECIAL NEEDS

MEET JEANNE - ACTIVE SENIORAssisted by Senior Citizen Resources, Senior Transportation

Jeanne has no family in the area, and for many years, her friends

and colleagues at work were her family. But when she retired,

she lost touch with them. Today, Jeanne depends on the Senior

Transportation program of Senior Citizen Resources (SCR) for

many things. The friendly drivers of the free van service take her

to doctor’s appointments, drive Jeanne and other area seniors

on fun trips to local museums and places of interest, and also

transport her to SCR daily. While at SCR, Jeanne spends time with

friends, enjoys a hot meal, participates in activities, and serves

as a volunteer in support of various programs. Thanks to the van

service and SCR, Jeanne has a very active social life and a large,

extended family.

• Services that help low income seniors and/or those with

disabilities remain independent.

• Case management services that work to identify individual

issues and needs

• Programs that provide a wide spectrum of services such as

meals, socialization and other supportive services

• Transportation services

• Disaster relief services

• Support to refugees, immigrants and repatriated individuals

to help them adjust to our community, including English as a

Second Language classes and assistance with entering

the workforce

11

SPECIAL PROJECTS,

FUNDED AND MANAGED

BY UNITED WAY, ADDRESS

SPECIFIC COMMUNITY

ISSUES

GREATER CLEVELAND COORDINATED

RE-ENTRY PROJECT

In collaboration with the Cuyahoga County Office of Re-entry,

United Way provided $250,000 in support and additional evalua-

tion funding to the Center for Families and Children for the third

year of the Re-Entry Project. It provides case management and

treatment services to formerly incarcerated individuals and their

families to enable their successful adjustment to life outside of prison.

SUPPORTING PARTNERSHIPS TO ASSURE

READY KIDS (SPARK)

The SPARK program, currently in its second year, is coordinated

by the Literacy Cooperative of Greater Cleveland with assistance

from Family Connections, and provides interventions with 3- and

4-year-old children and their parents in the Garfield Heights,

Maple Heights, Cleveland Heights and Cleveland Metropolitan

school districts to identify and

remediate barriers to academic

success. In 2011, United Way

provided $250,000 to support this

program, and to fund an evaluation

of the program by the University

of Akron.

In 2011, United Way of Greater Cleveland invested $750,000 in three projects to address three specific

areas of need in our community. United Way’s investment has leveraged an additional $1.3 million in

investments from public and private sources for these projects. And United Way plays an active role

in the ongoing implementation of these programs, bringing together people and resources to improve

our community.

FAMILY STABILITY INITIATIVE

In collaboration with the Siemer Family Foundation and the

Cleveland Foundation, United Way provided $250,000 to support

the United Way of Greater Cleveland Family Stability Initiative

in partnership with Community Housing Solutions. The program

is designed to assist qualified families with school-age children

who own their homes and are at risk of losing their homes to

foreclosure, with the goal of enabling them to maintain housing

stability and keep their children in the same school they’ve been

attending.

UNITED WAY OF GREATER CLEVELAND • COMMUNITY INVESTMENT12

COMMUNITY INVESTMENT DIVISION CHAIRSteven R. Borstein

COMMUNITY INVESTMENT COMMITTEE CHAIRRobin C. Cottingham

AGING AND SPECIAL NEEDS INVESTMENT COMMITTEE CO-CHAIRSNancy G. RomeEleanor B. Steigman

BEHAVIORAL HEALTH INVESTMENT COMMITTEE CO-CHAIRSTerry StollerLuis Vazquez

CAPACITY BUILDING INVESTMENT COMMITTEE CO-CHAIRS David M. Gusman Mary Ogden

COMMUNITY HEALTH INVESTMENT COMMITTEE CO-CHAIRSSandra Byrd ChappelleC. Larry Watson

EDUCATION, CHILDREN AND FAMILIES INVESTMENT COMMITTEE CO-CHAIRSSondra J. HardisWilliam R. Joseph

SELF-SUFFICIENCY AND BASIC NEEDS INVESTMENT COMMITTEE CO-CHAIRSVirginia D. BenjaminRobert E. Paponetti

ORGANIZATIONAL ASSESSMENT COMMITTEE CHAIRSusan D. Krantz

COUNCIL OF AGENCY EXECUTIVES PRESIDENTCarol Rivchun

JOHN K. MOTT YOUTH FUND DISTRIBUTION COMMITTEE ADVISERSMatthew LentiniMonica Orlando

2011 COMMUNITY INVESTMENT COMMITTEES

CAPACITY BUILDING AND ORGANIZATIONAL ASSESSMENTThe Capacity Building Investment Committee focuses on programs that support the health and strength of our entire social service

system. Programs funded to support the recruitment, training and placement of volunteers to aid the local nonprofit community

include BVU: The Center for Nonprofit Excellence, Greater Cleveland Volunteers, HandsOn Northeast Ohio and the Neighborhood

Leadership Institute. Funding also supports the Center for Community Solutions specific to health and social service research and

advocacy, and Voices for Ohio’s Children for public policy advocacy for children.

Part of the United Way promise to donors is the assurance that their generous donations are invested in sound programs provided

by agencies that have the necessary tools to do this critical work. The Organizational Assessment (OA) Committee members are

charged with keeping this promise. For a nonprofit organization to be successful, it needs a strong Board of Directors, appropriate

systems and procedures, adequate funding, unquestionable financial management, qualified staff members and current technology.

The OA Committee monitors the agencies that provide United Way funded programs annually to make sure these tools are in place.

If problems are uncovered, the OA Committee works with the agency to help resolve them.

THE JOHN K. MOTT YOUTH FUND DISTRIBUTION COMMITTEE

The John K. Mott Youth Fund Distribution Committee (YFDC),

founded in 1990 by John Mott, a former United Way staff member

who was interested in supporting youth philanthropy, is one of

the leading youth allocation programs in the country. In 2011, 26

student volunteers from 11 schools throughout Cuyahoga County

participated in the program. The students were introduced to

grant making by actually making funding decisions. Students

award $50,000 to programs focused on children and youth,

including prevention programs for girls only, violence prevention,

self-esteem, education support and safe recreation.

Additionally YFDC partnered again this year with the MyCOM initiative (MyCOM stands for My

Commitment, My Community and is a network of organizations preparing Greater Cleveland’s

young people to reach their full potential) to award an additional $16,000 to support seven

youth-originated and youth-implemented projects in the eight MyCom neighborhoods

(Central, Cudell-Midwest, Mt. Pleasant, Parma, St. Clair-Superior, Shaker Heights, Slavic

Village, and West Park).

COUNCIL OF AGENCY EXECUTIVES

The Council of Agency Executives

(CAE), made up of representa-

tives from all of United Way’s

partner and funded agencies,

collaborates on common issues

including leadership develop-

ment and advocacy to positively

impact public policy. Carol

Rivchun, President of Youth

Opportunities Unlimited, serves

as President of the CAE.

VISIT UNITEDWAYCLEVELAND.ORG/YFDC

We cannot live only for ourselves. a thousand fibers

connect us to our fellow men. ~ Herman Melville

UNITED WAY OF GREATER CLEVELAND • COMMUNITY INVESTMENT

YFDC member Shareena Johnson at the 2011 awards ceremony.

13

It has been an honor to lead the 2011 United Way of Greater Cleveland Campaign.

Our work this past year will help fund 216 health and human service programs that

will help more than 450,000 Greater Cleveland residents in the coming year.

As we’ve led this campaign we have been able to get a better, up-close glimpse

at many of the programs United Way funds. This personal look reinforces why we

have worked so hard to continue our current level of funding to our community

programs, while at the same time, trying to increase it.

As Greater Clevelanders, we are fortunate to have a strong, solid network of servic-

es to pull from in these trying times. Many of the people we have met throughout

this campaign have shared their stories of triumph, joy and pain as well as the

promise of a better future United Way funded programs provided for their families.

Your generosity has enabled United Way to fulfill that promise. Every donor is criti-

cally important to the health of our community.

Although we have had the privilege to lead this effort, we could not have done it

without the help of our campaign cabinet, a group of 150 volunteers who motivate

more than 1,700 workplaces to participate in the campaign resulting in support

from nearly 84,000 donors. What an impressive feat that could not have been

accomplished without YOU.

Thank you for your belief in Greater Cleveland. United Way helps you help our

community.

A MESSAGE FROM THE 2011/2012 CAMPAIGN CO-CHAIRS

Jerry L. Kelsheimer President and Chief Executive Officer Fifth Third Bank, Northeastern Ohio

Zev Weiss Chief Executive Officer American Greetings Corporation

Zev Weiss and Jerry Kelsheimer

Jerry Kelsheimer is the President and CEO of Fifth Third Bank, Northeastern Ohio. He has been serving on the United Way of Greater Cleveland Board of Directors since 2005. He also chairs United Way’s Pledge Collection Committee. Jerry made Northeast Ohio his home in 2001. About Northeast Ohio he says, “This is our home, and where we plan to stay.”

Zev Weiss is the Chief Executive Officer of American Greetings Corporation. He has been serving on the United Way of Greater Cleveland Board of Directors since 2009. Zev returned to Northeast Ohio from New York 16 years ago and he says, “There is no better place to raise a family.”

UNITED WAY OF GREATER CLEVELAND • CAMPAIGN14

HOW YOU GIVE

PACESETTERS

Each year, Pacesetters get the annual United Way campaign off to a strong start by beginning their campaigns early (Pacesetter

campaigns run from June – September), and setting ambitious goals of a minimum five percent increase in funds raised over

the previous year. Pacesetters are dedicated to strengthening our community by setting the pace for the annual campaign.

The 2011 Pacesetters were overachievers with 118 companies and organizations raising nearly $6.5 million, realizing 101 percent

of their goal. Christopher M. Gorman, KeyBank Vice Chair, and Randall J. Korach, Tremco, Inc. President, served as co-chairs of

the 2011 Pacesetter campaign.

LOANED EXECUTIVES

Each year, area companies and organizations loan their employees or provide financial sponsorships to United Way’s Loaned

Executive program. These Loaned Executives help increase awareness and manage all aspects of workplace campaigns includ-

ing assisting with kickoffs and training sessions with workplace campaign volunteers. In 2011, 32 companies and organizations

did their part to help make our community better, providing personnel in the form of 16 Loaned Executives and sponsorship

support totaling $110,500. An additional 12 Loaned Executives worked on the Combined Federal Campaign. Stephen L. Buffo,

Ernst & Young LLP Principal, and Gena C. Lovett, ALCOA Inc. Chief Diversity Officer, provided leadership as co-chairs of the

Loaned Executive program.

THE NORTH COAST COMBINED FEDERAL CAMPAIGN

The theme of the 2011 North Coast Combined Federal Campaign was “Step Up!” to let donors know they can personally bring

about positive change by doing their part to help build a stronger community. More than 100 federal departments and agen-

cies located throughout 21 counties participated in the North Coast Combined Federal Campaign that raised $2,195,000 in

2011. Our thanks to Todd S. Hawkins, USPS District Manager, for serving as the 2011 NCCFC Chairman.

CHALLENGE GRANTS

Five Greater Cleveland companies challenged area

businesses, organizations and individuals to increase

their support of and contributions to the 2011 United

Way campaign by providing $220,000 in Challenge

Grants. Companies providing Challenge Grants commit-

ted to matching dollar for dollar (up to the grant total)

all new and/or increased donations to the 2011 campaign in targeted areas.

COMPANY AMOUNT TARGET AREAMedical Mutual of Ohio $100,000 Small Business

Eaton Corporation $50,000 Community-Wide Needs

Fifth Third Bank $30,000 Small Business

The Lubrizol Corporation $25,000 Community-Wide Needs

Baker Hostetler $15,000 New Midsize Companies

UNITED WAY OF GREATER CLEVELAND • CAMPAIGN 15

PHILANTHROPIST SOCIETY

Philanthropist Society co-chairs Thomas W. Adler, PlayhouseSquare Real

Estate Services Senior Advisor; Alexander (Sandy) M. Cutler, Eaton Cor-

poration Chairman and Chief Executive Officer; R. Steven Kestner, Baker

Hostetler Executive Partner; and Robert S. Reitman, Riverbend Advisors

Principal, along with thirty-one other volunteer solicitors, actively contact,

recognize and thank individual Philanthropist Society donors (donors of

$10,000 - $99,999). The 2011/2012 campaign received nearly $6.9 million*

in donations from Philanthropist Society members.

HUMANITARIAN SOCIETY

In the past 10 years, Humanitarian Society donors (donors of $1,000 - $9,999) have donated nearly $100 million

to help those in need in our community. Led by co-chairs Lisa J. Oliver, Cleveland District, KeyBank President;

Richard W. Pogue, Esq., Jones Day Advisor; and Kurt C. Treu, U.S. Bank Executive Vice President of Enterprise

Revenue Office, in 2011 Humanitarian Society volunteers focused on donor retention and securing new prospects.

Encouraging donors to give $1,000 or above, or to consider moving to an even higher level of giving was another

key objective, along with ensuring that current donors know they are appreciated. These targeted efforts resulted

in Humanitarian Society donors contributing over $9.2 million* to the 2011/2012 campaign.

VISIT UNITEDWAYCLEVELAND.ORG/YOUNGLEADERS

2011/2012 EXECUTIVE CAMPAIGN CABINET

CAMPAIGN CO-CHAIRS

Jerry L. Kelsheimer

Zev Weiss

EXECUTIVE CAMPAIGN

CABINET MEMBERS

Thomas W. Adler

Harriet Applegate

Anne E. Bomar

Stephen L. Buffo

Rick Chiricosta

Alexander M. Cutler

Christopher Gorman

Jerome P. Grisko Jr.

Kevin M. Grobelny

Michael W. Hawkins

Sharon Sobol-Jordan

Ira C. Kaplan

R. Steven Kestner

Barbara L. Kimbrew

Randall J. Korach

Allan C. Krulak

Daniel K. Lewis

Gena C. Lovett

James L. Mason

Lisa J. Oliver

Joseph M. Patrnchak

James C. Petsock

Richard W. Pogue, Esq.

Robert S. Reitman

Robert D. Saada

Beverly J. Schneider

Kenneth G. Silliman

Loree K. Soggs

Shirley D. Stineman

Joseph Sweeney

Kurt C. Treu

Daniel P. Walsh

Jean F. Young

There is no power for change greater

than a community discovering what it

cares about. ~ Margaret J. Wheatley

Attendees at a Young Leaders Networking event hosted by KeyBank.

YOUNG LEADERS

The mission of Young Leaders is to connect, serve and lead – connecting young

professionals who are committed to their community to one another; providing

opportunities for them to serve their community through volunteerism; and

providing educational opportunities to empower them to lead.

In 2011, Young Leaders held four Speaker Series events and three networking

events. Monthly Days of Caring were held at the West Side Ecumenical Ministry,

along with an additional volunteer event at Hiram House Camp where Young

Leaders built their annual Haunted Hay Maze. More than 200 people also

danced the night away at the 4th Annual Fall Ball “Broadway Bash” event that

raised over $38,000.

YOUR UNITED WAY

UNITED WAY OF GREATER CLEVELAND • CAMPAIGN * Reported as of 2/17/1216

RETIREES AND LOYAL CONTRIBUTORS

In 2011, the Loyal Contributor and Retiree Cabinet was estab-

lished under the leadership of Henry Meyer, Retired Chairman

and CEO of KeyBank, and Bill Calfee, Retired Executive Vice

President, Commercial, Cliffs Natural Resources Inc. Members

of the cabinet include Employee Campaign Managers, human

resource professionals and other members of the business

community.

The cabinet identified top companies that currently run

Retiree and Loyal Contributor programs and are using them

as a model to formulate a Best Practice manual to guide

approaches to prospect companies to begin soliciting retir-

ees and loyal donors. The cabinet will also begin contacting

their human resources professional and business leader

networks to introduce them to the importance of committed

donors.

VISIT UNITEDWAYCLEVELAND.ORG/WLC

YOUR UNITED WAY

MEET PHILIP - UNITED WAY DONOR

Philip Schauer, M.D., Director,

Cleveland Clinic Bariatric & Metabolic Institute

A busy physician at the Cleveland Clinic, Dr. Schauer

feels so strongly about how United Way of Greater

Cleveland helps us help our community that he takes

the time to send personal emails to his colleagues

and members of the clinical staff encouraging them to

donate to the annual campaign. In addition, he and his

wife lead by example. Keenly aware of how fortunate

they are to be educated, employed and financially

stable, which is not the case for so many of our neigh-

bors, they give generously to support the programs

and services funded by United Way.

Since being formally organized in early 2011, the Women’s

Leadership Council (WLC) has been building momentum

with events and activities. Membership interest is currently

at over 650 individuals with over 80 active members on the

Volunteer, Membership, Speaker Series and Special Event

Committees giving of their time and talent to make our

community better.

In 2011, the WLC took significant steps toward fulfilling its

purpose of inspiring, educating and engaging women to

become actively involved in leader-

ship, philanthropy, volunteerism and

advocacy in support of United Way of

Greater Cleveland’s health and human

service priorities. Two Speaker Series

events, “The Mentor/Mentee

Relationship: Navigating for Success,”

were held in June and January. Each

event featured a panel discussion

among audience members and panelists. The June event focused on

the mentor’s role and the January event focused on the mentee.

WLC members also supported the SPARK (Supporting Partnerships to

Assure Ready Kids) project, which focuses on providing kindergarten

readiness education, by volunteering at group lessons conducted with

children and parents/guardians at elementary schools in the Cleveland,

Cleveland Heights and Maple Heights school districts, donating toys

and school supplies, serving meals and distributing gift bags. WLC rep-

resentatives also began monthly Days of Caring at Transitional Housing

Inc., a United Way partner agency, working with residents on mock job

interviews, résumé development and enhancement, and providing

assistance with job leads, etiquette training and professional attire.

In addition, a team of 41 volunteers began planning efforts related

to the WLC’s first signature fundraising event, “Rock the CATWALK,” a

fashion show to be held at the Rock and Roll Hall of Fame and Museum

on March 29, 2012.

WOMEN’S LEADERSHIP COUNCIL

June Speaker Series panelists (L to R) Barbara Snyder, President of Case Western Reserve University; WLC Chair Beth Mooney, Chairman and CEO of KeyCorp; Debra Adams Simmons, Editor of The Plain Dealer; and Virginia Albanese, President and CEO of FedEx Custom Critical.

17

$2,743,000+

KeyCorp

$2,042,000+

Eaton Corporation

$1,851,000+ Cleveland Clinic Health System

$1,145,000+

PNC

$800,000+ Forest City Enterprises, Inc.

The Sherwin-Williams Company

$700,000+ Rockwell Automation

$600,000+ Baker Hostetler

Ernst & Young LLP

FirstEnergy Foundation and

The Illuminating Company

Parker Hannifin Corporation

$500,000+

American Greetings Corporation

University Hospitals

$400,000+

Deloitte

Jones Day

NASA Glenn Research Center

The United States Postal Service –

The Northern Ohio

Performance Cluster

UPS

$300,000+

ArcelorMittal Steel USA and

United Steel Workers

AT&T Inc., CWA & IBEW

City of Cleveland

Fifth Third Bank, Northeastern Ohio

GE Lighting

Giant Eagle

Louis Stokes VA Medical Center

The Lubrizol Corporation

The Plain Dealer

The Scott Fetzer Company

Adalet

Cleveland Wood Products

Corporate Office

The Halex Company

The Kirby Company

Meriam Process Technologies

ScottCare

United Consumer Financial Services

Western Enterprises

$200,000+ Calfee, Halter & Griswold LLP

Cliffs Natural Resources Inc.

Dominion East Ohio Gas

Fairmount Minerals**

Federal Reserve Bank of Cleveland

IBM Corporation

The Lincoln Electric Company

Medical Mutual of Ohio

Squire Sanders (US) LLP

Thompson Hine LLP

$150,000+ Cargill Deicing Technology –

North Olmsted and Cleveland Mine

Defense Finance and Accounting

Service Center – Cleveland

The Huntington National Bank

The Helen D. Newcomb Trust

Oatey Company

Parkland Management Company

Parkwood Corporation

PwC

RPM International Incorporated

The State of Ohio, Cleveland

Headquarters

$100,000+ Akzo Nobel Paints LLC

Applied Industrial Technologies

Bank of America

Case Western Reserve University

Enterprise Rent-A-Car

Ferro Corporation

Graftech International Holdings, Inc. -

Lakewood and Parma Facilities

Mandel Family Foundation -

Jack, Joe and Mort

Materion Corporation

Moen Incorporated

Oswald Companies

The Siemer Family Foundation

Social Security Administration

Tremco Incorporated

United Way of Greater Cleveland

U.S. Bank

Nearly 84,000 individuals and 1,700 organizations in Greater Cleveland generously supported United Way

throughout the year, showing our community the way to LIVE UNITED. These outstanding organizations

raised $100,000* or more in 2011:

LEADING CAMPAIGNS

* Reported as of 2/17/12

** United Way Services of Geauga County Campaign UNITED WAY OF GREATER CLEVELAND • CAMPAIGN18

1. Oswald Companies and Barley House hosted Rock United to raise funds for the United Way campaign.

2. Forest City held a thank you luncheon to wrap up their United Way campaign (left to right) Charles A. Ratner, Chairman; Teju Sanusi and sons; David J. LaRue, President and CEO; and Adetayo Sanusi, Senior Financial Analyst.

3. The St. Edward’s Trash Talkers energized the crowd at the Campaign Kickoff and Pancake Flip on Public Square.

4. Ohio Savings Bank employees get into costume for a United Way event.

5. Pacesetter Co-Chair Randall J. Korach, President, Tremco, Inc. (left) and Campaign Co-Chair Fifth Third Bank President and CEO Jerry Kelsheimer (far right) thank Sandra Boing and Nolan Carver, North-east Ohio Regional Sewer District, for participating as Pacesetters in this year’s campaign.

6. United Way thanked Humanitarian Society donors at an appreciation event hosted by The Cleveland Indians at Progressive Field. Pictured: Roy and Carla Wainwright.

7. Employees at NASA Glenn Research Center held a raffle to support the North Coast Combined Federal Campaign.

2011/2012 CAMPAIGN EVENTS

1.

2.

3. 4.

5. 6. 7.

Thanks to all of the organizations who organized and ran United

Way campaigns. Below are just a few examples of the creative

events that help to support our community.

19

CLEVELAND BROWNS HOMETOWN HUDDLE

This year marked the 13th annual partnership of the Cleveland

Browns and United Way of Greater Cleveland for the Hometown

Huddle when more than 200 volunteers from the Cleveland

Browns, United Way of Greater Cleveland, Cleveland Clinic, along

with United Way partners American Greetings Corp. and Fifth Third

Bank, built a new ADA friendly playground at the Cleveland Clinic

Children’s Hospital for Rehabilitation. The Hometown Huddle

is part of United Way’s National NFL Day of Caring. The local

Cleveland effort is one of the most extensive hands-on volunteer

projects in the country.

UNITED WAY’S 14TH ANNUAL GOLF TOURNAMENT AT HEMLOCK SPRINGS GOLF CLUB

United Way of Greater Cleveland’s 14th Annual Celebrity Golf

Tournament presented by the Cleveland Browns and United

Airlines and hosted by Hemlock Springs Golf Club raised

$107,700 to help support United Way’s 216 health and human

service programs and more than $1.24 million over the past 14

years. Participants played with Cleveland Browns alumni at beau-

tiful Hemlock Springs Golf Club in Geneva. Thank you to Hemlock

Springs Golf Club for donating the course for the past 14 years.

UNITED WAY/BRIDGESTONE INVITATIONAL PRO-AM

United Way, Northern Ohio Golf Charities, The PGA and the World

Golf Championships-Bridgestone Invitational partnered to offer

golfers three tournaments: playing in the United Way/Bridgestone

Invitational Pro-Am on the Firestone South Course, a discounted

package to attend the World Golf Championships-Bridgestone

Invitational tournament and participation in the United Way of

Greater Cleveland Celebrity Golf Tournament. The Pro-Am raised

$7,500 to support United Way’s 216 health and human service

programs.

HOW GREATER CLEVELAND’S SPORTS TEAMS HELP OUR COMMUNITYSpecial thanks to the Cleveland professional sports

teams, The Cleveland Browns, The Cleveland Cavaliers,

The Cleveland Indians and the World Golf Championships-

Bridgestone Invitational for their generous support and

participation in United Way of Greater Cleveland activities.

Dr. Michael McHugh (pictured far left) and Dr. Ricardo Rodriguez of the Cleveland Clinic along with an eager playground user listen as Cleveland Brown Josh Cribbs expresses his feelings about giving back to our community and the importance of the Browns United Way partnership and our annual Hometown Huddle.

20

INDIANS HELP UNITED WAY

The Cleveland Indians “Fill the House” promotion raised

more than $39,000 to help fund United Way’s 216 health

and human service programs. Thank you, Tribe.

PACK THE Q

The Cleveland Cavaliers offered discount tickets to see the

Cavs with a portion of ticket proceeds benefiting United

Way. Plus 25 lucky children were selected to participate in

the High Five Tunnel.

UNITED WAY DAY AT CLEVELAND BROWNS STADIUM

The Cleveland Browns hosted United Way for a day at

Cleveland Browns Stadium. United Way volunteers were on

the field pre-game to high five the Browns players as they

ran out on the field.

SPORTS AUCTION ON WTAM

Greater Cleveland’s professional sports teams, the Browns,

Cavs, Indians and Monsters, donated autographed sports

memorabilia and experiences, including trips and tickets

to away games, for the 2011 Sports Auction on WTAM.

Items were auctioned on WTAM on air and online to

generate $21,000.

HUMANITARIAN RECEPTION HOSTED BY THE CLEVELAND INDIANS

On September 14, more than 300 Humanitarian Society

members enjoyed a reception in appreciation of their

generosity compliments of the Cleveland Indians.

RideUNITED

United Way hosted its first bike tour, RideUNITED,

June 5, 2011. More than 300 cyclists participated in

the event, pedaling from Cleveland State University

to the University of Akron and back, raising nearly

$50,000 to support United Way. The event was a

true regional collaboration between Cleveland State

University, United Way of Greater Cleveland, United

Way of Summit County, the University of Akron, the

City of Cleveland, the City of Akron, the National

Park Service and the Metroparks systems in both

Cuyahoga and Summit counties, the Ohio Canal

Corridor and The Ohio and Erie Canalway Coalition.

Thank you to our founding sponsor Kaiser Permanente.

Slider greets Cleveland Indians Fans at Fill the House.

UNITED WAY OF GREATER CLEVELAND • SPORTS AND MEDIA PARTNERS

We were born to unite with our fellow men, and

to join in our community with the human race. ~

Cicero

21

Your coverage, generous donations of

creative talent and advertising space

throughout the year has helped build

awareness that Living United will make

Greater Cleveland even greater.

Gratefully, we thank:

The Plain Dealer for its excellent coverage and support all year

long and sponsorship of events. The PD also supported the

campaign through 35 ads and eight “Profiles in Caring” success

stories that demonstrate the impact United Way programs have

on individuals and families in our community.

cleveland.com for promoting United Way and its events.

Point to Point Communications for their donation of creative tal-

ent and guidance throughout the year to produce beautiful and

effective print and radio ads and posters for the ninth consecu-

tive year to support the campaign. Also, thank you Point to Point

for your guidance in creating our social media strategies.

Cuyahoga County Community College Media Television and Video

Services for creating our RideUNITED videos and all the photog-

raphy on the day of RideUNITED.

Classic Teleproductions for creating our RideUNITED PSA.

Clear Channel Radio and its local stations, WGAR, WMJI, WMMS,

WMVX and WTAM, for coverage and support of our special events,

including Andre Knott from the Wills and Snyder Show who was

emcee for the 2011 Campaign Kickoff and Pancake Flip.

Ideastream for collaboration with United Way’s 211 and informing

our community members that help is available by dialing 211.

Glazen Creative for producing the 2011 United Way of Greater

Cleveland Campaign video. The creative work was extraordinary.

Television stations WKYC-TV3, WEWS-TV5, WJW FOX 8 and WOIO

CBS 19 for their coverage and promotion of United Way news and

events.

WDOK and Dollar Bank for the Mega Money Machine at the 2011

Campaign Kickoff and Pancake Flip.

Also for ongoing coverage and support of special events thank

you Cleveland Magazine, CoolCleveland.com, Crain’s Cleveland

Business, Kaleidoscope Magazine, Cleveland Jewish News and

CBS Radio.

And thank you, The News Herald, Northern Ohio Live, Ohio Maga-

zine, Smart Business Network, Currents, Inside Business and The

Sun Newspapers for their coverage of United Way news.

THANK YOU GREATER

CLEVELAND MEDIA

UNITED WAY OF GREATER CLEVELAND • SPORTS AND MEDIA PARTNERS22

1. Rockwell Automation employees help The Music Settlement with a fall clean-up of their grounds.

2. GE employees gave over 5,290 hours of service at Achievement Center’s Camp Cheerful for GE Lighting’s 2011 Global Community Day.

3. Volunteers from Fifth Third Bank participate in ‘Fifth Third Day’ Thursday, May 5, at Murtis H. Taylor Youth Center lending a hand to paint and landscape.

4. Baldwin-Wallace College students gave up a Saturday to help paint the interior of the temporary facility for the Cleveland Sight Center.

5. United Way’s Women’s Leadership Council members volunteered at Transitional Housing’s Job Readiness program conducting mock interviews and providing résumé preparation advice.

6. Over 75 employees from Momentive Performance Materials volunteered at Camp Cheerful to help with painting, construction projects and sprucing up the camp grounds.

7. FedEx employees helped with landscaping, wood chipping and assembling a fence on the campus of the Hospice of the Western Reserve.

8. More than 20 members of Young Leaders volunteered at Hiram House Camp to set up and decorate a Halloween hay maze for their annual fall festival.

9. Employees from Global Prairie volunteered with the ladies of Transitional Housing to help with holiday cookie decorating and wrapping gifts for a holiday party.

DAYS OF CARINGNearly 3,000 volunteers from 46 companies

and organizations participated in the 2011

Days of Caring program. Thank you!

1. 2.

5.

7. 8.

3.

4. 6.

6.

9.23

UNITED WAY SERVICES OF GEAUGA COUNTY

• The Community Fund Partnership, a collaboration between the faith-

based community and civic organizations to coordinate emergency

financial resources for Geauga County households in need, provided

a total of $40,020 in financial assistance to 191 households.

• Eighty-one senior households received $10,672 in emergency finan-

cial assistance from the Senior Discretionary Fund.

• Free Tax Preparation Services were provided to 109 clients by 13

volunteer tax preparers. The program saved consumers $27,250 in

preparation fees and ensured that all refunds owed to recipients

were given to them, totaling nearly $164,000.

• For the fifth consecutive year, United Way Services of Geauga County

was the beneficiary of the Bill Conway Founder’s Classic golf outing,

hosted by Fairmount Minerals. The event raised $85,000.

• In collaboration with Geauga Metropolitan Housing Authority,

a playground was built in Scranton Woods, located in Newbury.

Ninety-three volunteers gave 536 hours of their time over a three-

day building process. Funds for the project were secured via public

and private donations, including a $10,000 grant from the Pentair

Foundation.

• Children involved with the Geauga County Juvenile Court volunteered

to develop a LIVE UNITED Garden on land donated by the Geauga

County Pleasant Hill Home. The garden’s harvest was distributed to

the Geauga Hunger Task Force food pantries.

• Two Health, Safety and Fun programs were held in the Amish

community in partnership with the Arthritis Foundation and the Ohio

AgrAbility Program. Both events were held at the Miller family farm

in Burton.

• The Geauga Youth Activity Fund was launched to support children

who have been or are at risk of being removed from their biologi-

cal homes. Funding for the program, aimed at providing financial

resources to give these children the opportunity to participate in

activities which help empower, encourage and engage them in

reaching their greatest potential, was provided by an anonymous

donor.

UNITED WAY OF MEDINA COUNTY

• United Way of Medina County directly served 17,551 local residents

through United Way funded programs, accounting for roughly 10

percent of Medina County residents.

• Three Earned Income Tax Clinics were organized as part of the Finan-

cial Stability Partnership program in conjunction with Job & Family

Services and the Medina County Financial Stability Partnership with

tax returns totaling $64,833.

• The annual Stuff the Bus Rally, held at 45 collection sites, raised

nearly $300 in cash donations and collected 9,170 packets of school

supplies and 335 backpacks which were distributed to more than

1,425 students in five school districts.

• Local businesses and organizations participated in various Days

of Caring including KeyBank with the Salvation Army of Medina,

Grace Baptist Church Youth Group with the Society for Handicapped

Citizens, Rea and Associates with Goodwill Industries, and UPS with

The Kidney Foundation of Medina County.

• United Way of Medina County’s volunteer-led Community Investment

Committee continued moving toward an RFP (Request for Proposals)

allocations process by successfully completing its first Community

Impact Grant process, distributing nearly $25,000 among five pro-

grams. Allocations and designations totaled nearly $750,000

for the year.

• More than 30 community organizations selected United Way of

Medina County to represent the county as the 2012 Living Well

Medina County Needs Assessment lead signatory and fiscal agent.

• Increased attendance at the 21st Annual Taste of Medina County

event resulted in more than $26,000 being raised for the community

campaign. For the first time ever, event raffle tickets sold out.

United Way Services of Geauga County is part of, and United Way of Medina operates in close cooperation

with, United Way of Greater Cleveland. Their 2011 highlights follow:

OUR REGIONAL PARTNERS

UNITED WAY OF GREATER CLEVELAND • REGIONAL PARTNERS24

RESOURCE DEVELOPMENT

Early in 2011, the Board of Directors approved $750,000 from the

reserve account over the next three years to support the 27-page

work plan developed under the leadership of Marc Byrnes, United

Way Officer of the Board and Donor Relations Committee Chair

and Oswald Companies Chairman and CEO. The plan is designed

to increase workplace campaign participation by two percent and

funds raised in the annual campaign and program support by

several million dollars over the next three years. Strategies include

enhanced cultivation of affinity groups and a planned giving

program; a concentrated effort to engage midsize businesses; and

boosting funds raised and campaign participation within current

workplace campaigns.

CUSTOMER RELATIONSHIP MANAGEMENT

The transition of our business model from a transactional model

to a Relationship Management model gained great momentum

and realized many successes for the United Ways of Greater

Cleveland, Geauga and Medina. Of the five focus areas, four had

notable achievements. These include Organization and Culture,

Operations and Process, Data, and Technology. The fifth area,

which received limited attention during this second year of transi-

tion, is Engagement. This will be the primary focus throughout the

third year.

COMMUNITY INVESTMENT

In preparation for the first year of the new funding cycle, Commu-

nity Investment volunteers and staff members reviewed relevant

data on changing community characteristics, anticipated policy

change and adjusted funding priorities to reflect contemporary

community need. They managed a Request for Proposals process

that generated 312 proposals from United Way partner agencies

and organizations specially invited to apply. Based on Organiza-

tional Assessment and Community Investment Committee reviews,

United Way invested $18,172,860 in 216 programs at 109 health

and human service organizations as well as three federated agen-

cies throughout Cuyahoga County.

COMMUNICATION AND BRANDING

All United Way communications transitioned to reflect the new

value proposition, “United Way of Greater Cleveland helps you

help our community.” The major shift in the message is the

focus moved from United Way (you should give to United Way

because it helps people in need), to the donor (United Way is a

trusted source that can help you help our community). Addition-

ally, United Way continued to make great strides in social media

marketing resulting in over 700 Facebook friends and more than

2,300 followers on Twitter.

TECHNOLOGY

In conjunction with the Operations Technology Review Committee,

United Way reviewed its alternatives relative to implementation of

software to support the Relationship Management initiative and

chose the Enterprise CRM module in conjunction with our current

Enterprise application. Also, the Telephone System Subcommit-

tee is conducting an RFP process to select and implement a new

phone system to support United Way, including the 211 informa-

tion and referral service.

STRATEGIC PLAN UPDATEThe 2010 – 2013 Strategic Plan is in the third year of implementation. David Whitehead,

Community Volunteer, leads the Strategic Planning Committee.

UNITED WAY OF GREATER CLEVELAND • STRATEGIC PLAN 25

2011 2010 Cash $5,358,671 $8,202,334

Custodial cash 954,399 1,232,919

Campaign receivables:

Prior campaign 5,208,445 5,533,831

Current campaign 20,423,719 18,562,974

Total campaign receivables 25,632,164 24,096,805

Less allowance for uncollectible campaign receivables -3,780,741 -3,888,184

Net campaign receivables 21,851,423 20,208,621

Accounts receivable:

Agencies 114,495 89,041

Other 1,023,079 678,816

Marketable securities 27,224,845 25,885,162

Prepaid expenses and other assets 373,967 332,632

Loan receivable 10,363

Land, building and equipment – net 5,700,057 5,687,121

Total Assets $62,600,936 $62,327,009

UNITED WAY OF GREATER CLEVELAND AND THE CLEVELAND COMMUNITY FUND COMBINED STATEMENTS OF FINANCIAL POSITION – DECEMBER 31, 2011 AND 2010

LIABILITIES AND NET ASSETS

Liabilities:

Due to designated agencies $9,845,499 $9,439,971

Accounts payable:

Agencies 11,551,426 12,104,622

Other 72,648 196,348

Other liabilities 6,046,788 2,813,340

Custodial funds 954,399 1,232,919

Deferred grants and program income 981,947 718,527

Deferred compensation 785,056 737,351

Total liabilities 30,237,763 27,243,078

Net assets:

Unrestricted:

General 11,903,600 14,828,370

Board designated 11,384,593 11,767,864

Total unrestricted net assets 23,288,193 26,596,234

Temporarily restricted 8,824,980 8,237,697

Permanently restricted 250,000 250,000

Total net assets 32,363,173 35,083,931

Total Liabilities and Net Assets $62,600,936 $62,327,009

Prepared prior to the annual audit by certified public accountants. The report will be completed on or about June 30, 2012 and will be available for inspection at the United Way offices thereafter.

ASSETS

FINANCIAL REPORT

UNITED WAY OF GREATER CLEVELAND • FINANCIAL REPORT26

COMBINED STATEMENTS OF ACTIVITIES – YEARS ENDED DECEMBER 31, 2011 AND 2010

REVENUES, GAINS AND OTHER SUPPORT

Contributions applicable to the current period:

Campaign contributions received $13,585,528 $13,482,238 $13,482,238 $13,585,528 $12,945,983

Other contributions received 119,345 119,345 64,832

Contributions received in prior periods

(released from restriction) 26,530,717 -26,530,717

Less donor designations -7,155,017 7,155,017

Less allocations to agencies recognized

in prior period paid in current year -9,870,372 9,870,372

Gross contributions 23,210,201 -9,505,328 13,704,873 13,010,815

Less donor designations – current -3,238,813 -3,238,813 -2,250,610

Allowance for uncollectible pledges -1,143,092 1,512,250 369,158 365,982

Total contributions for current period 18,828,296 -7,993,078 10,835,218 11,126,187

Contributions applicable to next allocation period:

Campaign revenue received for next allocation period 27,540,762 27,540,762 26,530,717

Less donor designations -7,449,094 -7,449,094 -7,155,017

Less allowance for uncollectible pledges -1,570,000 -1,570,000 -1,512,250

Less allocations to agencies to be

distributed next allocation period 9,941,307 -9,941,307

Total contributions for next allocation period 9,941,307 8,580,361 18,521,668 17,863,450

Total contributions 28,769,603 587,283 29,356,886 28,989,637

Gains and other support:

Program fees 3,188,147 3,188,147 3,052,215

Grants 367,226 367,226 721,323

Investment income 423,170 423,170 416,328

Realized gain (loss) on investment transactions, net -40,560 -40,560 70,695

Unrealized gain (loss) on investment transactions, net -640,545 -640,545 1,800,481

Rental income 77,096 77,096 78,447

Total revenues 32,144,137 587,283 32,731,420 35,129,126

ALLOCATIONS, CONTRIBUTIONS AND FUNCTIONAL EXPENSESFunds allocated to agencies 21,538,715 21,538,715 22,171,199

Contribution of earnings 74,722 74,722 77,077

Total allocations and contributions 21,613,437 21,613,437 22,248,276

Functional expenses:

Educational development programs 2,056,726 2,056,726 1,790,047

Planning and agency relations 1,446,654 1,446,654 1,449,847

Fundraising 3,047,244 3,047,244 2,803,399

Management and general 4,592,986 4,592,986 4,519,320

Total functional expenses 11,143,610 11,143,610 10,562,613

Loss on disposal of building equipment 91,125

Total allocations, contributions and functional expenses 32,757,047 32,757,047 32,902,014

Change in net assets before additional pension adjustment -612,910 587,283 -25,627 2,227,112

Pension adjustment -2,695,131 -2,695,131 -174,105

Change in net assets -3,308,041 587,283 -2,720,758 2,053,007

Net assets, beginning of year 26,596,234 8,237,697 250,000 35,083,931 33,030,924

Net assets, end of year $23,288,193 $8,824,980 $250,000 $32,363,173 $35,083,931

2011

Unrestricted Temporarily Restricted

Permanently Restricted

Combined Total Total

2010

27

BOARD OF DIRECTORS

Monte Ahuja

Bruce H. Akers

Cynthia H. Andrews

K. Michael Benz

Ronald M. Berkman, Ph.D.

Joseph A. Calabrese

Joseph L. Carballada

Ann E. Cavanaugh

Rick Chiricosta

Joseph M. Cimperman

Todd F. Clossin

Jeanne Halladay Coughlin

Donald Joseph Dailey

Steve Davis, M.D.

Craig A. Donnan

Carmen E. Edgehouse

Steven A. Eisenbrown

David J. Enzerra

Heather R. Ettinger

Rhonda S. Ferguson

Michael W. Goin

David S. Goodman

Howard W. “Hoby” Hanna IV

Mike Holmgren

A.J. Hyland

Frank G. Jackson

Kathryn P. Jensen

Elliott A. Kellman

Patricia D. Kennedy-Scott

Thomas S. Kilbane (deceased)

Robert J. King Jr.

Evan Koppel

Randall J. Korach

Joe Lopez

Gena C. Lovett

Dwayne C. Meeks

Sarah K. Melamed

W. Scott Merk

Steve Millard

Stanley R. Miller

Katherine M. Mlakar

Beth E. Mooney

Mark J. Moran

Patrick S. Mullin

James B. Niehaus

Denise Polverine

David L. Pugh

Robert S. Reitman

John M. Saada Jr.

Shelley J. Seifert

Baiju R. Shah

Trent A. Smith

Barbara R. Snyder

Brooke Spectorsky

Sally Stewart

Maryrose T. Sylvester

Jerry Sue Thornton, Ph.D.

Kurt C. Treu

Senator Nina Turner

Daniel P. Walsh

Eliza Wing

Scott A. Wolstein

OFFICERS OF THE BOARD

CHAIRMAN OF THE BOARD AND

CHIEF VOLUNTEER OFFICER Terrance C. Z. Egger

CHAIR, PLANNED GIVING COMMITTEE Thomas W. Adler

CHAIR, COMMUNITY INVESTMENT DIVISION Steven R. Borstein

CHAIR, DONOR RELATIONS COMMITTEE Marc S. Byrnes

CHAIR, MARKETING COMMITTEE Trent Smith

CHAIR, BOARD DEVELOPMENT COMMITTEE Paul Clark

2011 CAMPAIGN CO-CHAIR Jerry L. Kelsheimer

CHAIR, HUMAN RESOURCES COMMITTEE Robert C. Smith

CHAIR, ADMINISTRATION COMMITTEE Richard P. Stovsky

2011 CAMPAIGN CO-CHAIR Zev Weiss

CHAIR, STRATEGIC PLANNING COMMITTEE David W. Whitehead

EXECUTIVE COMMITTEE

Harriet Applegate

Christopher M. Connor

Robin C. Cottingham

Robert W. Gillespie Jr.

David J. Hooker

Keith J. Libman

Robert E. Paponetti

Charles A. Ratner

Deborah Z. Read

Carol E. Rivchun

Eleanor B. Steigman

BOARD OF DIRECTORS

LIFE DIRECTORS

Edward F. Bell

Alexander M. Cutler

E. Mandell de Windt

Robert W. Gillespie Jr.

Henry J. Goodman

William F. Hauserman

Louise I. Humphrey

Jerry V. Jarrett

William E. MacDonald

Alex Machaskee

Morton L. Mandel

Henry L. Meyer III

Sandra Pianalto

Richard W. Pogue, Esq.

Robert S. Reitman

William R. Robertson

Cheryle A. Wills-Matthews

DIRECTORS EMERITI

William E. Butler

Preston B. Heller Jr.

Julien L. McCall

INVITED GUESTS

John A. Begala

Mary-Alice Frank

Jane E. Fumich

Patrick Gareau

Stephen H. Hoffman

Ruby L. Terry

MANAGEMENT STAFF

PRESIDENT AND CHIEF

EXECUTIVE OFFICER

K. Michael Benz

CHIEF FINANCIAL OFFICER

Michael E. Headen

VICE PRESIDENT,

COMMUNITY INVESTMENT/

GOVERNMENT RELATIONS

Judith G. Simpson

VICE PRESIDENT,

RESOURCE DEVELOPMENT

Kathleen G. Vorobel

DIRECTOR, HUMAN RESOURCES/

EQUAL OPPORTUNITY

Suzanne Bloomfield

DIRECTOR, OPERATIONS

Mary T. Sedlacek

DIRECTOR, MARKETING,

COMMUNICATIONS &

STRATEGIC PLANNING

Jenna Snyder

UNITED WAY OF GREATER CLEVELAND • BOARD OF DIRECTORS28

UNITED WAY PARTNER AGENCIESAchievement Centers for Children AIDS Taskforce of Greater Cleveland Alta House American Cancer Society American Heart Association, Cleveland Metro Division American Red Cross, Greater Cleveland Chapter American Sickle Cell Anemia Association Applewood Centers, Inc. The Arc of Greater ClevelandArthritis Foundation - Northeastern Ohio Chapter Beech Brook/Family Health Program Big Brothers Big Sisters of Greater Cleveland Boy Scouts of America, Greater Cleveland Council Boys and Girls Clubs of Cleveland Bridgeway, Inc. BVU: The Center for Nonprofit Excellence Care Alliance Health Center Catholic Charities Health and Human Services* Bishop William M. Cosgrove Center Catholic Charities Chemical Dependency Services Catholic Charities Services of Cuyahoga County Early Learning Center at the Quadrangle Employment and Training Fatima Family Center Hispanic Senior Center La Providencia Family Center Matt Talbot Inn Mental Health Services Parmadale Rose-Mary Center St. Martin de Porres Family CenterThe Center for Community Solutions Center for Families and Children Center for Health Affairs Euclid Hospital Hillcrest Hospital Parma Community General Hospital South Pointe Hospital Southwest General Hospital University Hospitals City Year Cleveland Cleveland Clinic Children’s Hospital for Rehabilitation Cleveland Hearing & Speech Center Cleveland Mediation Center Cleveland Rape Crisis Center Cleveland Sight Center Cleveland Tenants Organization Community Housing Solutions Community Re-Entry Program Consumer Protection Association

The Covenant Cystic Fibrosis Foundation Diabetes Partnership of Cleveland Domestic Violence & Child Advocacy Center East Domestic Violence & Child Advocacy Center West Early Childhood Enrichment Center East Cleveland Neighborhood Center East End Neighborhood House Empowerment Center of Greater Cleveland Epilepsy Association Esperanza, Inc. Far West Center 211/First Call For Help Friendly Inn Settlement, Inc. Girl Scouts of Northeast Ohio – North RegionGolden Age Centers of Greater Cleveland, Inc. Goodrich-Gannett Neighborhood Center Goodwill Industries of Greater Cleveland and East Central Ohio, Inc.Greater Cleveland Volunteers Hanna Perkins Center Harvard Community Services Center Hiram House Camp Hitchcock Center for Women Hospice of the Western Reserve, Inc. International Services Center Jewish Federation of Cleveland* Bellefaire JCB Jewish Family Services Association Mandel Jewish Community CenterKaramu House, Inc. Kathryn R. Tyler Neighborhood Center Kidney Foundation of Ohio, Inc. LEAP (Linking Employment Abilities and Potential) Legal Aid Society of Cleveland Lexington-Bell Community Center Long Term Care Ombudsman Lutheran Metropolitan Ministry Magnolia Club House Mental Health Services for Homeless Persons, Inc. Merrick House Murtis Taylor Human Services System The Music Settlement Neighborhood Centers Association Neighborhood Leadership Institute New Directions, Inc. North Coast Health Ministry Northern Ohio Hemophilia Foundation ORCA House Phillis Wheatley Association Positive Education Program Project Learn Rainey Institute Recovery Resources

Salvation Army Senior Citizen Resources, Inc. Services for Independent Living Spanish American Committee Starting Point Towards Employment Transitional Housing, Inc. United Black Fund of Greater Cleveland, Inc.* United Cerebral Palsy Association of Greater Cleveland United Labor Agency, Inc. University Settlement Urban League of Greater ClevelandVisiting Nurse Association of Ohio Vocational Guidance Services Voices for Ohio’s Children West Side Catholic Center West Side Community House West Side Ecumenical Ministry YMCA of Greater Cleveland Youth Opportunities Unlimited YWCA of Greater Cleveland

FUNDED AGENCIESAdoption Network Asian Services In Action, Inc. Cleveland Housing Network Cleveland UMADAOP Eliza Bryant VillageEmerald Development & Economic NetworkEnterprise Community Partners, IncFairhill Partners Famicos Foundation, Inc. Family Connections Family Promise of Greater ClevelandFree Clinic HandsOn Northeast OhioHard Hatted Women The Intergenerational School Lakewood Community Service CenterNeighborhood Family Practice Nueva Luz Urban Resource Center Senior Outreach Services Senior Transportation Connection WECO Fund, Inc. Women’s Recovery Center

UNITED WAY SERVICES OF GEAUGA COUNTY COMMUNITY PARTNERSUnited Way Services of Geauga County American Cancer Society - Geauga** American Heart Association, Northeast Ohio Affiliate** Arthritis Foundation Big Brothers Big Sisters of Northeast Ohio Boy Scouts of America, Greater Western Reserve Council Camp Sue Osborn Catholic Charities Community Services of Geauga County Chagrin Falls Park Community Center Chardon Community Day Care DDC Clinic - Center for Special Needs Children2-1-1 First Call For Help Girl Scouts of North East OhioLake-Geauga Recovery Centers, Inc. Ravenwood Mental Health Center The Salvation Army Geauga County Service Unit Starting Point** WomenSafe, Inc.

* Federated agencies make decisions regarding the distribution of United Way funds within their respective networks.

** Denotes regional operations through United Way of Greater Cleveland.

COMMUNITY PARTNERS

1331 Euclid Avenue

Cleveland, Ohio 44115

unitedwaycleveland.org

Thank you to Consolidated Graphics for donating the printing of this Annual Report.

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