United Way of Monongalia and Preston Counties United Way of Monongalia and Preston Counties United Way of Monongalia and Preston Counties 278 278 278 - - - C Spruce Street C Spruce Street C Spruce Street Morgantown, WV 26505 Morgantown, WV 26505 Morgantown, WV 26505 - - - 7500 7500 7500 Phone: (304) 296 Phone: (304) 296 Phone: (304) 296 - - - 7525 7525 7525 Fax: (304) 296 Fax: (304) 296 Fax: (304) 296 - - - 6370 6370 6370 E E E - - - mail: [email protected]mail: [email protected]mail: [email protected]Website: teamunitedway.org Website: teamunitedway.org Website: teamunitedway.org The The The United United United Way Way Way Of Of Of Monongalia Monongalia Monongalia And And And Preston Preston Preston Counties Counties Counties 2007 Annual Report 2007 Annual Report 2007 Annual Report
Transcript
20
United Way of Monongalia and Preston CountiesUnited Way of Monongalia and Preston CountiesUnited Way of Monongalia and Preston Counties 278278278---C Spruce StreetC Spruce StreetC Spruce Street
The United Way of Monongalia and Preston Counties enhances the quality of life in our community by helping those in need.
Vision Statement
The United Way of Monongalia and Preston Counties will be the leader in building a stronger and healthier community by developing resources and
creating partnerships to empower individuals to improve their lives.
Core Values
The United Way of Monongalia and Preston Counties’ role as a leader in the health and human services sector requires all persons involved with United Way to assume responsibility of maintaining the public’s trust.
To fulfill this obligation to the community, and ourselves, the following Core Values provide the foundation on which we operate and base our
Milan Puskar Health Right 341 Spruce Street Morgantown, WV 26505 292-8234 / 284-0133 (f) www.mphealthright.org Morgantown Area Youth Service Project 160 Chancery Row, Suite 4 Morgantown, WV 26505 284-7321 / 291-7211 (f) [email protected] Mountaineer Boys & Girls Club 300 Court Street Morgantown, WV 26505 292-7510 / 292-7511 (f) www.bgclub.org PACE TEC PO Box 4241 Star City, WV 26504 599-0513, ext.128 / 598-2224 (f) www.pacetec.org Preston Co. Sheltered Workshop PO Box 146 Reedsville, WV 26547 864-6446 / 864-6447 (f) [email protected] RDVIC PO Box 4228 Morgantown, WV 26507 292-5100 / 292-0204 (f) www.rdvic.org
Raymond Wolfe Center PO Box 407 Kingwood, WV 26537 329-3644 [email protected] Rock Forge Neighborhood House PO Box 847 Dellslow, WV 26531 292-3286 / 284-9508 (f) www.rfnh.org Scotts Run Settlement House PO Box 398 Osage, WV 26543 599-5020 / 599-8016 (f) www.srsh.org The Salvation Army 1264 University Avenue PO Box 753 Morgantown, WV 26507 296-3525 / 296-2742 (f) [email protected] The Shack Neighborhood House PO Box 600 Pursglove, WV 26546 599-5466 / f, 599-5469 www.the-shack.org Visiting Homemaker Services 382 Broadway Ave Morgantown, WV 26505 599-7743 / 599-5922 (f) [email protected]
18
Member Agency List
Alzheimer's Assoc. 1299 Pineview Dr. Suite 3 Morgantown, WV 26505 599-1159 / 599-6473 (f) http://www.alz.org/wv/ American Red Cross 1299 Pineview Dr, Ste. 3 Morgantown, WV 26505 598-9500 / 598-9580 (f) www.rivervalleyarc.org Bartlett House PO Box 315 Morgantown, WV 26507 292-0101, ext. 7 / 292-0031 (f) www.bartletthouse.org Big Brothers Big Sisters 500 Mylan Park Lane Suite 2 Morgantown, WV 26501 983-2383 / 983-2318 (f) 1-800-747-6094 http://www.bbbs-ncwv.org Boy Scouts MA Council PO Box 388 Fairmont, WV 26555-0388 366-3940 / 366-3944 (f) www.macbsa.org
Caritas House, Inc. PO Box 4066 Morgantown, WV 26504 598-5111 / 598-5106 (f) www.caritashouse.net CASA for Kids, Inc. 440 Elmer Prince Drive Morgantown, WV 26505 599-1087/ 599-1098 (f) [email protected][email protected] Christian Help 219 Walnut Street Morgantown, WV 26505 296-0221 / 225-3445 (f) www.christianhelpinc.net Compeer 601-3 East Brockway Ave, Suites A & B Morgantown WV 26501 296-6091 www.moncompeer.com The Connecting Link 235 High Street, Rm 211 Morgantown, WV 26505 296-3300 / 296-3320 (f) www.theconnectinglink.com
CRISS-CROSS 1299 Pineview Drive, Suite 3 Morgantown, WV 26505 800-498-6681 291- 6819 / 291-3878 (f) www.criss-crosswv.org Girl Scouts Black Diamond 210 Hale Street, PO Box 507 Charleston, WV 25322 304-284-0427 http://www.bdgsc.org In Touch and Concerned 693 Fairmont Road Westover, WV 26501 296-6109 / 296-6169 (f) [email protected] Literacy Volunteers 977 Tyrone Road Morgantown, WV 26508 296-3400 / 296-3400 (f) www.monliteracyvolunteers.org Mental Health America 354 High Street, Suite 224 Morgantown, WV 26505 292-0525/ 292-2318 (f) http://hometown.aol.com/MHAInMonCounty/
3
2007 Annual Report
Table of Contents
Message from 2008 Campaign Chair……………………………………4 Message from United Way Executive Director……………….…………5 Message from 2007-08 Board President……...…………….……………6 Board of Directors 2008………………………….……………………..7 Committee Lists………………………………………………………8-9 Message from Volunteer Connection Chairs………………..….………10 Volunteer Connection Committee…………………………………..…11 Message from 2008 Treasurer………………………………………….12 Financial Report……………………………………………………….13 Leadership Giving Association……………………………….……..14-15 Campaign Awards…………………………………………….…….16-17 Agency List……………………………………………...……….…18-19
4
A message from John Forester 2008 Campaign Chair
Dear Friends:
I am writing to express my sincere appreciation to you for a job well done. As you know, the 2008 United Way Campaign for Monongalia and Preston Counties was successfully concluded on December 19, 2007 with the results exceeding our goal of $1,400,000. Simply put, We are stronger… thanks to each one of YOU!
Our United Way strengthens communities by working together to efficiently and effectively coordinate resources for those in need. The impact of one person’s contribution is magnified many times over by the extraordinary power of teamwork. Our United Way strengthens our communities by demonstrating accountability, responsibility, and transparency in everything we do.
YOUr efforts, and the results they produced, have strengthened our
community and have clearly illustrated that our campaign theme – “Thanks to You…We Are Stronger” – couldn’t have been more appropriate. This past campaign has shown me the positive difference that can be made, the strength that can be shown, when thousands of people give their money, time and talent to support United Way’s mission.
I am proud to have been associated in this effort with you and proud to call you my friend. Thank you. With Best Regards, John Forester 2008 United Way Campaign Chair
There’s strength in leadership.
17
Recognizing companies achieving 90% or higher employee participation in their
campaigns:
Centra Bank Be Better Network
CLG Glenmark
Edventure Group KLM Properties Dixon Hughes
Monongalia County Clerk’s Office First Exchange Bank Huntington Banks
Jackson Kelly PLLC Partners in Womens Health
Citynet First United Bank
ENTERPRISE RENT-A-CAR Bowles Rice McDavid Graf and Love LLP
Recognizing companies that increased their employee campaign totals by 50%
or more, or $5,000 or more:
ENTERPRISE RENT-A-CAR Steptoe and Johnson Dinsmore and Shohl
Alpha Associates Fort Martin Power Station
S M Stoller Mylan Phamaceuticals
Partners in Women’s Health Teletech
United Way Staff Jena Gaston Prokopchuk (1991) Martha White (2004) Diane Kisinger (1996) Tina Zeff (2004) Lisa Snyder (2002) Melony Reed (2006)
16
2008 Campaign Awards
United Way’s traveling award recognizing the one company who
exhibited the “Best of the Best” em-ployee workplace campaign:
Mylan Pharmaceuticals
Recognizing the one company whose partnership with United Way goes far
beyond running the annual giving Campaign:
University Health Associates
Recognizing the most improved employee campaign:
Bowles Rice McDavid Graff and Love
Recognizing our largest contributing employee groups:
West Virginia University
West Virginia University Hospital Mylan Pharmaceuticals
Recognizing the Media Embracing the Community Team members for their
time and talent:
All Pro Photography Blaine Turner Advertising
Comcast Design Style
The Dominion Post Morgantown Printing and Binding
Pikewood Creative WBOY
WCLG Radio West Virginia Radio Corp.
Recognizing the following companies for their generous corporate gifts of
$5,000 or more:
Allegheny Energy B B & T
Centra Bank The Dominion Post
ENTERPRISE RENT-A-CAR Huntington Banks
Jackson Kelly PLLC University Health Associates
WVU Hospitals
5
A message from Jena Prokopchuk United Way Executive Director
Dear Friend of United Way: In 2007, our United Way conducted a strategic planning process. After the information was gathered, surveys compiled and focus groups conducted, we decided to frame our strategic plan around United Way of America’s Standards of Excellence. Below are the five main components of the Standards of Excellence: *Community Engagement and Vision: Engage and inspire communities to create a shared vision for the future and set goals for collective action. *Impact Strategies, Resources and Results: Develop strategies that will achieve measurable and lasting change in community conditions, mobilize necessary resources and put them to work to produce positive results and improve lives. *Relationship Building and Brand Management: Develop, maintain and grow relationships with individuals and organizations in order to attract and sustain resources to support United Way’s mission. *Organizational Leadership and Governance: Garner trust, legitimacy and support through leadership and overall management. *Operations: Provide efficient and cost-effective systems, policies and processes that enable the delivery of United Way’s mission-related work and ensure the highest levels of transparency and accountability. The strategies, goals and actions within our strategic plan are based on these standards. We believe that they will provide a road map for excellence in all aspects of our work. By following this roadmap, our United Way can continue to grow. We will grow not only through the funds we raise, but also through the volunteers we mobilize, relationships we build, efficiency we achieve and accountability we earn. Thank you for your commitment to excellence. Jena Prokopchuk Executive Director
6
A message from Kim Barnum United Way Board President
There’s strength in teamwork.
Dear Friends: A lot of lip service is given to the importance of teamwork. But at United Way, it is essential to our success. Meeting our annual fundraising goal takes the efforts of many. It is the result of thousands of financial gifts, and requires the work of hundreds of campaign volunteers serving in multiple ways. Meeting our strategic goals also requires the efforts of many. The pooled knowledge and commitment of many is essential to provide the important leadership needed to push our mission forward and oversee our vision for the future. It’s a fact. Our success at United Way is the sum of many acts, both small and large. Teamwork is critical to our success; and working together ultimately strengthens us all. Thanks to you….we are stronger. Kim Barnum President, Board of Directors
15
John and Amy Dale Dr. and Mrs. Rick Day Russell and Roberta Dean John and Susan Flynn Elizabeth and Ken Fones-Wolf Hilda R. Heady Mrs. Martha J. and Dr. Mark D. Hoover Jodie and Pam Hughes Dale M. Hunt J. Thomas Jones Stephen and Lynn LaCagnin Gerald and Joyce Lang Ron and Lyndell Millecchia Linda M. Patterson Peter and Jena Prokopchuk Mike and Margaret Roberts Tim and Joy Saab Robert Louis and Victoria L. Shuman Linda J. Stark Tim and Carrie Stranko Cliff and Patricia Sutherland Craig and Nancy Walker Royce J. and Caroline B. Watts 5 Anonymous Dering Club Gifts of $1,250 - $1,499 Brent and Brenda Armstrong Michael T. Balassone Dan Bashour Richard Colebank Bob and Marge Craig Darlene Dunn Ron Eck Bryan and Kristin Edwards Ken and Carolyn Gray Robert and Kelly Gustafson Jay Hanna Robert and Carol Johnstone Warren and Denise Myers Lisa Salati and Brad Hillgartner George E. Roeder, III and
Kathy Snyder Bob and Daphne Schreiber Andrew Swisher Dr. and Mrs. Robert Tallaksen Jeff Waldo 3 Anonymous Madera Club Gifts of $1,000 - $1,249 Ray and Holly Adams Will and Julie Armistead Margaret and John Atkins Chris and Kim Barnum Gerald and Eleanor Blakely Laura Brady and Tim Sweet Ken and Kim Clarke Russ and Betti Clawges Randy and Beth Cober Mark A. Cochran Sandra L. Cotton Bob and Debra Cyphert Dr. Sue Day-Perroots Rusty Davis Dottie Dotson Alan and Barbara Ducatman Norman and Nancy Ferrari William and Ann Fremouw Brian and Katrina Gallagher Michael and Heather Garrison Jeff Gibson Susan and David Hardesty Jeffery Hogg Boyd Holtan Terri and Tony Howes Ellen Hrabovsky Susie Huggins Laura Jones Margaret M. Kearney Dr. Hugh and Helen Lindsay William and Holly Mattingly James and Kimberly Matuga Richard Michael Betty Louise Miller In Memory of Jacob D. (Jake)
Mullett Jeffery and Elizabeth Neely Jeff and Ginny Petersen Curt and Judy Peterson Julia & Rick Phalunas Roxann Powers Brent Robinson Tom and Janet Rogers Milan Roh Roger Roskin David and Catherine Samuel John F. Seeberger III Shelly Shaffer Elliot Shulman Doug and Sheri Smith Ward Stone, Jr. and Kathryn Stone Gary and Sharon Stoops J.S. and Laura Walker William E. Wallace Mike Weaver Bernie and Marion Westfall Judy and Ron Wilkinson J. Fred & Audrey E. Wilson Tom S. Witt and Grethe A. Myles Brian and Cathy Woerner Kevin and Tina Zeff 23 Anonymous The Founders Society President's Club Gifts of $750-$999 Director’s Club Gifts of $500-$749
There’s strength in giving.
14
Leadership Giving Association
Zackquill Morgan Society Gifts of $10,000 and above Lynch Foundation Inc. Milan Puskar David and Kathleen Raese Julie Smith and Michael Heston David and Judith Scott Club Gifts of $5,000 - $9,999 Laurence and Jean DeLynn Hagans Club Gifts of $2,500 - $4,999 Glenn and Susan Adrian Billy and Carolyn Atkins LJ and Jane Haines Andy and Cindy Heiskell Douglas J. and Dana Leech Jim and Suzanne Helmkamp Bill and Sharon Maloney
Mr. and Mrs. James R. McCartney Andy and Bruce McClymonds David M. and Claudia Morgan Jeff and Kathy Neff Mark & Peggy Nesselroad Drs. Charlotte Dillis and John Prescott Bob and Karen Reuther Don and Carrie Robinson Susan R. Straight 3 Anonymous Kerns Club Gifts of $2,000 - $2,499 Edward and Eleanor Doyle Joe and Marian Fisher John Forester and Dr. Corrie A. Mancinelli Bill and Judy Frame David Graf and Patricia Harrison James L. Green
Bob and Beverly Haden Drs. Jennifer Burbridge Howell and Stephen Howell James and Beverly Laurita E. Jane Martin Patrick and Kathy Martin John and Nancy Raley James and Melinda Russell Deborah and David Stoll Stephen and Rita Tanner Arthur and Barbara Weldon 2 Anonymous McCleery Club Gifts of $1,500 - $1,999 William and Cynthia Ayers Mr. and Mrs. Curtis "Hank" Barnette Gary and Nancy Cain Robert and Susan Castellan Prof. and Mrs. Patrick W. Con-ner
The membership of the Leadership Giving Association of the United Way represents the highest example of generosity, a group of citizens assuming a distinguishing role in meeting the
major social challenges of our region. Their support, directed specifically to the United Way and its 27 local agencies, provides a foundation of strength and purpose essential to the United Way mission. As of December 31st, the Leadership Giving Association has contributed $561,580 with 611 members and one foundation reporting for the 2008 campaign.
7
Board of Directors
Glenn Adrian, Glenmark Holding
Will Armistead, WVU Foundation
Brent Armstrong, EG&G Technical Services
Colleen Bailes, Community Volunteer
Laura Blake, University Health Associates
Stephanie Bock, WVU Hospitals
Robert Brandfass, WVU Hospitals
Denetta Dowler, WVU
Shelly Raymer Duncan, Community Volunteer
John Forester, HealthSouth Mountainview
Brian Gallagher, Steptoe & Johnson, PLLC
Robert Gross, NETL
Jay Hanna, NETL
Susan Hardesty, Community Volunteer
Steve LaCagnin, Jackson Kelly PLLC
Russ Lorince, WVU
Mary Ellen Mazey, WVU
Jon McCurdy, Community Volunteer
Alex McFadden, WVU Hospitals
Tamra Minton, Monongalia Health System
Kelly Nix, WVU Extension
Linda Patterson, University Health Associates
Beth Pratt, Mylan Pharmaceuticals
David Raese, The Dominion Post
Mike Roberts, Community Volunteer
David Robertson, Monongalia Health System
Don Robinson, Huntington Bank
Greg Starliper, Allegheny Energy
Frank Vitale, Centra Bank
Nancy Walker, Heiskell, King, Burns & Tallman
Steve Walker, JS Walker Associates
Randy Williams, Centra Bank
President Kim Barnum—Huntington Bank Secretary Lisa Matthews—BB&T Treasurer Suzanne Marsh—NIOSH Assistant Treasurer Craig Behr—Citynet
8
United Way Committee Lists
Citizens’ Review Committee Dan Boroff Denetta Dowler, Chair Margaret Kearney Donna Kullman Leslie Snyder Lester Jon McCurdy Alex McFadden, Vice Chair Jennifer Millstone John Myers Julia Phalunas Shyla Powell Doug Smith Alicia Dalton-Tingler Julie Westfall Seth Wilson
Finance Committee Michelle Bechtel Craig Behr, Assistant Chair David Bott Judith Brennen Jan Boxterman Randy Christopher Tim Hairston Sandy Kokoska Suzanne Marsh, Chair Keith Myers Don Robinson Homer Ruckle Doug Smith Odd Stalebrink Lisa Varner Randy Williams
Citizens’ Review Liaisons Will Armistead Mary Biggs Robert Brandfass Lori Britton Bill Brewer Jan Broxterman Randy Casteel Tim Crowe Anuja Dedhia Amy Everett Laura Greene Rob Gross Tim Hairston Jay Hanna Ashley Hardesty Juanita Hennen Russ Koon Shelia Lorince Lisa Matthews Clint McCabe Patti Miller Denise Myers Ann O’Neal Gordon Savage Shelly Shaffer Greg Starliper Beverly Taylor Theresa Turner Harriet VandeStouwe Tammy Whitacre Paul Zepp Mary Zuercher
13
Cash Basis Financial Report Revenues (for the year ending December 31, 2007)
Volunteer Connection Revenue: 112,021 Volunteer Connection 4,660 Youth Volunteer Connection Grants 33,322 Youth Volunteer Connection Fundraisers 15,478 Blue & Gold Mine Sale Fundraiser 10,683 Hurricane Katrina 7,878 Warming Hands& Hearts 40,000 Revenue Carrying over to 2008 41,897 Total Revenues: $ 2,071,412 Expenditures: 2007 Agency Allocations 1,080,295 Donor Designations to Outside Agencies 36,822 Administrative Expense 283,895 Fee to the United Way of America for Services 14,195 GMCT Endowment 30,276 Warming Hands & Hearts 17,700
Reserved Funds: (2008 Campaign Allocations) 420,952 Building Specific Expenditures: 50,421 Interest Expense 18,000 Utilities 8,047 Misc.Expenses-includes maintenance, fire fees 14,674 Depreciation Expense 9,700 Volunteer Connection Specific Expenditures: 40,018 Volunteer Connection 8,735 Youth Volunteer Connection 20,243 Blue & Gold Mine Expenses 3,162 Hurricane Katrina 7,878 Total Expenditures: $ 1,974,574 Excess/(Deficit) Revenues $ 96,838 Fund Balance, Beginning of Year $ 494,379 Fund Balance, End of Year $ 397,541
12
A message from Suzanne Marsh Treasurer
There’s strength in numbers.
Dear Friends: Under the direction of the United Way’s staff, Executive Committee, and Board of Directors, I am happy to report that the United Way saw a strong financial end to 2007. Throughout the year, we continued to strive for the highest standards of financial accountability by engaging many strong, thoughtful community volunteer leaders, by regularly reviewing monthly revenues and expenses, through our annual audit conducted by certified public accountants, and by reviewing applicant organizations through our annual allocation process. Our United Way staff also continued to work very hard to keep administrative and fundraising costs low. These elements are critical as we strive to build and maintain the trust of our community by being good stewards of the generous contributions that our donors make. Even through difficult economic times, we are rewarded for upholding high standards of accountability as we continue to exceed campaign goals. We will, however, never take this trust lightly and will continue to make every effort to efficiently use donors’ contributions. As I close out my time as treasurer, I would like to take this opportunity to thank the staff and the Board of Directors for all of your support. It has indeed been an honor and pleasure to serve this organization in this capacity. Sincerely, Suzanne Marsh Treasurer
9
Planning Committee Kim Barnum Stephanie Bock Robert Brandfass Judith Brennen Janette Gidley Jay Hanna Laura Jones Steve LaCagnin, Co-chair Paula Martinelli Mary Ellen Mazey Alexis McMillen Tamra Minton Dennis Poluga Doug Reed, Co-chair Cheryl Stout
Agency Relations Robert Gross Jay Hanna Margaret Kearney Suzanne Marsh Jon McCurdy Homer Ruckle Greg Starliper, Chair Frank Vitale Nominating Committee Glenn Adrian, Chair William Armistead Kim Barnum Darlene Dunn Kenneth Gray Ashley Hardesty Russ Lorince David Raese Don Robinson Tim Saab Frank Vitale Nancy Walker
Campaign Steering Committee Glenn Adrian Michelle Bechtel Laura Blake Robert Brandfass John Forester, Campaign Chair Steve LaCagnin Linda Little Jim Matuga Shelly Montgomery Beth Phillips Mike Orberts Tim Saab Doug Smith Frank Vitale Nancy Walker Steve Walker Barbara White Randy Williams
There’s strength in a unified effort.
Leadership Giving Committee Glenn Adrian Kim Barnum Darlene Dunn John Forester Brian Gallagher Steve LaCagnin Bruce McClymonds Jeffrey Neely David Raese David Robertson Don Robinson Tim Saab Nancy Walker Steve Walker, Chair
10
A message from the Volunteer Connection
There’s strength in caring.
New Name…Same Mission
The Volunteer Action Center has changed its name to The Volunteer Connection. Although the name has changed, our goal is the same: to become the leader in meeting agency and community needs through volunteerism. The new name clarifies our goal and aligns us with United Way’s overall mission.
Through the Volunteer Connection’s referral service, we continue to match volunteers with opportunities at over 90 local non profits. In the coming year, we will develop measures to assess the effectiveness of this service. The Corporate Volunteer Council, a joint partnership with the Monongalia County Family Resource Network, strengthens our ties to the workplace, and engages business leaders in monthly community service projects. Numerous special events including Day of Caring, Blue and Gold Mine Sale, and Random Acts of Kindness mobilize hundreds of volunteers and promote the importance of giving back. The financial impact and community spirit generated from these events is unmatched. We also realize the importance of education, training and volunteer recognition. Training sessions strengthen the skills of non profit professionals. Volunteer recognition, including a recognition picnic is coordinated to help agencies acknowledge their volunteers. Through many service learning initiatives and volunteer projects, United Way’s Youth Connection builds upon our future by mobilizing our community’s children. Strong partnerships and a supportive caring community make us confident we will attain our goal of becoming the leader in volunteer recruitment and management. With a new name and renewed energy we will build upon our 10 year history of success. Linda Patterson & Kelly Nix Co-chairs, United Way Volunteer Connection
11
Volunteer Connection Committee
Volunteer Connection Committee Members
George Dadisman
Monica Everly
Frank Goldsborough
Mary Gutmann
Sharon Jackson
Greg Kealey
Suzanne Marsh
Nancy Moore
Kelly Nix, Co-chair
Jessica Nuckols
Linda Patterson, Co-chair
Brandi Potock
Lucy Rosati
Shelly Shaffer
Donna Tennant
Jack Thompson
Brett White
Captain Kindness (aka Wayne Weaver)
surprises Debbie McGinnis with flowers during
Random Acts of Kindness Week.
Volunteers assist with the WCLG/CSA Holiday Food Drive.
Volunteers help Caritas House prepare for winter during Make A Difference Day on October 28th.
