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2013 Annual Report

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ADVANCING THE RiverRegionUnitedWay.org GIVE. ADVOCATE. VOLUNTEER. ADVANCING EDUCATION, INCOME AND HEALTH 2013 ANNUAL REPORT COMMON GOOD
Transcript

ADVANCING THE

RiverRegionUnitedWay.org

GIVE. ADVOCATE. VOLUNTEER.

ADVANCING EDUCATION, INCOME

AND HEALTH

2 0 1 3 A N N U A L R E P O R T

COMMON GOOD

TABLE OF CONTENTSOur Mission 3

Our Vision and Core Values 4

A Message from Our President & CEO 5

About the River Region United Way 6

Our Affiliate Agencies 7

A Message from Our Board Chair 8

2014-2018 Strategic Plan 9

2013 By the Numbers 10

Our Impact 12

Our Volunteers 14

2013 Year in Review 16

Annual Campaign 18

Top 25 Corporate Contributors 19

The Tocqueville Society 20

Our Call to Action 22

Financial Statements 24

Campaign Resource Distribution 31

Our MissionTo advance the common good by uniting volunteers, donors and community partners to improve the quality of life in the River Region.

Integrity We resolve to maintain the highest standards of personal and organizational honesty in all our activities.

Accountability We are responsive to our stakeholders, at all levels, and act as good stewards of their investments of time and resources.

Responsibility We are compelled to advocate for positive social change in the communities we serve.

Leadership We spearhead efforts to build a better life for all and create a stronger River Region.

Collaboration We join with individuals, groups and businesses in our communities to work together toward common goals.

Inclusivity We involve and unite the local community, knowing that respect, diversity and inclusiveness make us stronger.

Commitment We are devoted to serving individuals and families in our communities in the most efficient and innovative manner.

Intentionality We strive to deliver relevant services and quality outcomes through thoughtful, deliberate actions.

Our Core ValuesIn pursuing our mission, the following principles guide our relationships with stakeholders, including donors, volunteers, partners, employees and the communities we serve.

Our Vision We envision a united River Region, creating opportunities for a better life for all.

Dear United Way Supporters,

I can imagine few things as meaningful as helping another person. Whether providing for immediate needs, bolstering their lagging self- esteem or helping them achieve some degree of independence from whatever may bind them; the essence of compassion for others is making the conscious decision to SERVE.

Service is a selfless act and while each of us holds the capacity to serve individually, the River Region United Way embraces the idea that through collective effort, we can do more. The United Way gladly accepts our role as community convener, because we recognize we’re all in this together, and only together can we produce real, sustainable change that truly impacts the lives of others.

Even if I don’t know a child on the other side of town, it matters to me whether that child grows up to be a contributing member of society. I have a stake in that child’s life and a responsibility to do my part. I recognize that stable buildings are built on solid foundations. The same is true in life, and the building blocks for a solid life are a strong education, financial stability and good health. Solid, stable lives translate into prosperous and thriving communi-ties. By serving others in some small

way, by making a personal sacrifice, by lending a hand-up; we advance the common good for all.

Our communities’ needs are complex and require multiple solutions. But through the work of our affiliate agencies, the River Region United Way helps put in place the tools and programs to address those needs – helping make our neigh-bors’ lives better today and tomorrow.

For our local United Way, the measure of success is not in a fundraising campaign, but in the ways we change lives; by how we improve the quality of life by connecting volunteers, donors and com-munity partners to bolster the foundation of our communities.

It takes all of us to make a difference. Join us in that work. Let’s serve each other so we can all LIVE UNITED.

5Advancing the Common Good

A Message from Our President & CEO

Jimmy HillPresident & CEO

River Region United Way

6 Advancing the Common Good

The River Region United Way advances the common good in Autauga, Elmore, Lowndes, Macon and Montgomery counties by creating opportunities for a better life for all.

We adhere to the philosophy that each of us has a stake not only in the well-being of our own children, but also in the child next door or even down the street. We all have a stake in creating a healthy, prosperous community and improving the quality of life in our River Region.

Our Role We recruit and mobilize the people and organizations that bring the passion, expertise and resources needed to improve the lives of people in the River Region.

Along with hundreds of volunteers from across our

five-county service area, we work together to identify and assess the needs in our community, and we recognize that most needs are complex and require

multiple solutions. River Region United Way helps

our affiliate agencies put in place the tools and programs

to address those needs – helping others and changing lives today and

tomorrow.

Our highly skilled and dedicated volunteers help acquire the necessary resources – both human and financial – to address identified community needs.

They account for investments of time and money, ensuring that these resources are being used effectively and efficiently to make a real difference in the lives of others.

About the River Region United Way

Our FocusThe River Region United Way works closely with 40+ affiliate agencies and community partners in three key impact areas: Education, Income and Health. Education: Helping children and youth achieve their potential Income: Promoting financial stability and independence Health: Encouraging healthy lifestyles and promoting well-being

We believe everyone deserves opportunities to have a good life: a quality education that leads to a stable job, enough income to support a family through retirement, and good health. That’s why United Way’s work is focused on the building blocks for a good life.

AutaugaElmore

Lowndes

MontgomeryMacon

Our Affiliate AgenciesThe River Region United Way helps support these local nonprofit organizations, which provide programs and services that impact the lives of nearly 135,000 people annually in Autauga, Elmore, Lowndes, Macon and Montgomery counties.

2-1-1 Connects South Central Alabama

Aid to Inmate Mothers (AIM)

American Cancer Society

American Heart Association

American Legion Auxiliary #2

American Red Cross of Central Alabama

ARC of Eastern Elmore County

Association of Christians in Tallassee for Service (ACTS)

Autauga/Western Elmore ARC

Boy Scouts of America, Tukabatchee Area Council

Boys & Girls Clubs of the River Region

Brantwood Children’s Home

Catholic Social Services

Chemical Addictions Program

Child Protect

Children’s Center of Montgomery

Community Action Agency of Central Alabama

Easter Seals – Camp ASCCA

Easter Seals Central Alabama

Elmore County Partnership for Children

Family Guidance Center of Alabama

Family Sunshine Center

Family Support Center

Gift of Life Foundation

Girl Scouts of Southern Alabama

Goodwill Industries of Central Alabama

HandsOn River Region (formerly Volunteer & Information Center)

Health Services

Hospice of Montgomery

Lighthouse Counseling Center

Maxwell-Gunter Youth Activities

Medical Outreach Ministries

Mental Health America in Montgomery

Montgomery Area Council On Aging (MACOA)

Montgomery Area Nontraditional Equestrians (MANE)

Montgomery Association for Retarded Citizens (MARC)

Nellie Burge Community Center

PASS: Peers Are Staying Straight

Salvation Army

SAYNO in the Montgomery Area

Second Chance Foundation

Sickle Cell Foundation of Greater Montgomery

USO

YMCA of Montgomery

YMCA of Prattville

YMCA of Wetumpka and Millbrook

Tiffany, a resident of Mary Ellen’s Hearth at Nellie Burge, prepares meals for

MACOA’s Meals on Wheels program

8 Advancing the Common Good

A Message from Our Board Chair

R. Guy Davis, Jr. Chair of the BoardRiver Region United Way

Dear Friends of the River Region United Way,

After 90 years of service to our communities, United Way is among the most trusted and respected charitable organizations in the River Region. We have been entrusted with both the opportunity and the responsibility to provide the communities we serve with the leadership necessary to change lives and improve community conditions.

We take this responsibility very seriously, and as a result of a comprehensive strategic planning process undertaken in 2013, we now have a roadmap for the next five years. Our 2014-2018 Strategic Plan enables us to increase our ability to maximize our community impact – addressing the underlying causes of barriers to quality education, financial stability and healthy living.

This is not easy work. But it is of vital importance to our communities. It is work that we cannot do alone. Working together, we will see children achieving in school, families working toward financial stability and people leading healthier lives.

Join with us as we advance the common good by uniting volunteers, donors and community partners to improve the quality of life in our River Region.

Let’s all LIVE UNITED, together.

The River Region United Way is committed to creating sustainable, positive community change by addressing the underlying causes of barriers to quality education, financial stability and healthy living.

RRUW’s 2014-2018 Strategic Plan is a result of hundreds of hours of input from well over 150 stakeholders representing 15 unique constituency groups. Focus groups were conducted and information was also collected via online surveys and interviews. A Strategic Planning Steering Committee was formed, and upon careful consideration of the input and insights gleaned from the data collected, the following strategic objectives were identified:

Strategic Objectives• Deliver a consistent brand experience

that engages our community across all constituent platforms and positions RRUW as the ideal partner for people who want to make a difference in our community.

• Impact more lives and strengthen our River Region by growing our revenue base and mobilizing our community to give.

• Perform as a trusted steward of community resources which focuses on positive impact and lasting results.

Our strategic plan is flexible, and sets our direction for the next five years. RRUW is committed to excellence and accountability for results that bring measurable, lasting change.

To learn more about how we will grow our capacity to create this change through bold, but achievable goals, scan the QR code or visit RiverRegionUnitedWay.org/strategic_plan.

2014-2018 Strategic Plan Executive Summary

By The Numbers2013

River Region United Way

3ImpactAreas

EDUCATIONINCOMEHEALTH 90Advancing the

Common Good for More Than Years

Serving 5 counties

Autauga, Elmore, Lowndes, Macon, Montgomery

135,000people in the River Region impacted by United Way affiliate agencies

Impacting

1 in 3lives in the

River Region

$5,194,428donated through the 2013 campaign

40+AffiliateAgencies

200More than

volunteers

River Region

12 Advancing the Common Good

Our Impact

For families of medically fragile and severely disabled adults, there aren’t many options for care once they reach the age of 21. But with the Children’s Center Adult Program (CCAP), continued education and care is available in a stimulating and loving environment.

“It’s like one big family. They do not feel like clients, but family. When they are out, we miss them,” said Marty Littleton, one of a handful of employees dedicated to the adult program at Children’s Center – a River Region United Way affiliate agency. An educator for 29 years, Littleton was embraced into this family upon beginning her job at CCAP.

From the time the program opens its doors at 7:30 am until the day is over at 5:30 pm, every moment is designed to give participants maximum stimulation and independence. CCAP is a structured leisure program, the only one of its kind in this area. The goal is not to provide trade or job training, but a recreational atmosphere complete with the comforts of home.

“They haven’t gotten to do a lot of things their peers are able to do, and I feel we’re responsible for providing them with those opportunities,” said Cynthia McCaghren, executive director of Children’s Center.

Children’s Center Adult Program Offers a Home Away from Home

Addie Pickard, left, with fellow CCAP participant Kat Garner

Stimulation and relaxation Stimulation is an important

component of CCAP. It is McCaghren’s goal to keep the young adults stimulated with age-appropriate activities, such as exercise, cooking, music appreciation and arts and crafts. McCaghren said that keeping disabled adults stimulated can help to lengthen their expected

lifespan and significantly improve their quality of life.

On an average day, the first 2.5 hours at CCAP is relaxation time. Participants may come in and make their own breakfast or relax while watching the “Today” show. Integrating technology and media into the activities is well received by participants. A computer, iPad and Kindle are available for program participants. All participate in media entertainment, which includes Wii and XBOX games and computer training. Using assisted technology, nonverbal adults can make decisions on activities in which they would like to partake.

Although the program

Keeping disabled adults stimulated can help to lengthen their expected lifespan and significantly improve their quality of life.

13Advancing the Common Good

enrollment age is 21, there is no cap on the age. Most of the participants are in their mid-twenties. The young adults work on a variety of art projects during the day, which the center proudly displays.

Creating changesAddie Pickard is one of the 18 program

participants at CCAP. After she “aged out” of the Montgomery Public School system at 21, her parents were faced with a difficult decision.

“Children’s Center has been a godsend for us,” said Paul Pickard, Addie’s father. Paul and Carol Pickard were not as comfortable with other programs in the area that offered more sedentary, medically focused environments.

Addie is now 23 years old. She has Down syndrome, and is on the autism spectrum. Before, when she would attend public school, Addie fought the daily trip.

“She would just fall down,” said Pickard. “She wouldn’t even get on the bus.”

Addie’s behavior when she came to CCAP was still a bit difficult. McCaghren said Addie needed time to acclimate to the change in environment. But the love and stimulation she received at CCAP quickly turned everything around.

“Now as soon as I say let’s go, she’s ready and happy,” Pickard said of their morning routine.

“She’s so loving,” said McCaghren. “We don’t get any of that acting out.”

CCAP employee Ron Tarvin, standing, works with program participant Kenton Poole

Helping familiesCCAP also keeps parents, families and

community partners engaged in its activities. Every month the adult program has social events for parents and families. The parent and family programs give parents the ability to network with each other and an opportunity to know they are not alone in the challenges they face, as well as providing unique outings for the young adults at CCAP.

The program was started to give parents of CCAP participants an option for daytime care that didn’t necessitate them having to quit their jobs and placing a financial burden on the family. For many parents of young adults such as these, that is their only option.

“It’s really been great for her, but it’s also been great for us,” said Pickard. “Addie’s happy there. That makes a huge difference.”

McCaghren and her staff are dedicated to finding new ways to improve the lives of the CCAP participants, such as an upcoming trip to Easter Seals Camp ASCCA, another River Region United Way affiliate agency.

“We couldn’t exist without United Way,” McCaghren said.

135,000 different stories

With the support of United Way contributors, Addie, Kat and their families benefit greatly from the programs and services provided by the Children’s Center Adult Program. Every year, nearly 135,000 lives are impacted by River Region United Way affiliate agencies like the Children’s Center of Montgomery. That makes 135,000 different stories like Addie’s and Kat’s.

To learn more about our 40+ affiliate agencies, visit www.RiverRegionUnitedWay.org/affiliate-agencies.

14 Advancing the Common Good

Our Volunteers

Roger Spain, ChairAldridge, Borden & Company

Guy Davis, Chair-ElectBB&T

Ronnie Brown, Vice-ChairJim Wilson & Associates

Diane Steinhilber, TreasurerJackson Thornton

Brad Armagost*

Trustmark Bank

Victoria Belton*

Montgomery Area Transit System

Robert Birmingham Regions Private Wealth Management

Michael BriddellCity of Montgomery

Chris CainThe Air University

Kelly CochranWarren Averett Wilson Price

Kim Collier MaddoxCollier Ford

Melody Colvert*

River Region United Way/Autauga County

Mitch DeversState Farm Insurance – Mitch Devers Insurance

Dennis Fain Jackson Thornton

Dave FaraceThe Montgomery Academy

Board of DirectorsAs the governing board of RRUW, these volunteers determine strategy for RRUW and make decisions on policy and funding issues.

Aubrey Ford, Jr.Macon County District Judge

Peggy GrantCentral High School

Frank GrecoGKN Aerospace

Jon HoweThe Lane Corporate Group

Katherine JacksonAuburn Montgomery

Tommie L. JohnsonJohnCo Development Corporation

Mike L. LamarRiver Bank & Trust

Robert Martin*

Pricewaterhouse Coopers

Samuel P. MartinCommunity Volunteer

Regina Meadows*

City of Montgomery, BONDS Program

Lisa MillerAlabama Municipal Electric Authority

Tom MillerAlabama Department of Public Health

Brenda MitchellAuburn Montgomery

Jo MooreRetirement Systems of Alabama

Nancy Murphy Community Volunteer

Richard NealHyundai Motor Manufacturing Alabama

Robert R. Ramsey AmeriFirst Bank

Rob RobisonAlfa Insurance Company

Steve RutledgeAlfa Insurance Company

Cindy ScottJackson Thornton

Wade Seamon Trustmark Bank

Rhonda Sibley Aldridge, Borden & Company

George Smith Jackson Thornton

Janet St. Clair Alabama State University

Jimmy Stubbs River Bank & Trust

Winston Wilson Reese Community Volunteer

* Ex-Officio Board Members

2013 Campaign Chair Brad Armagost, left, retired River Region United Way President and CEO Russ Dunman, center, and 2012-2013 Chair of the Board Roger Spain.

15Advancing the Common Good

Marketing & Communications CommitteeThis committee determines marketing and communications strategies for the River Region United Way in our five-county service area.

Victoria Belton, Chair Jennifer Atkins, Immediate Past

Chair

Lisa BeersMelody ColvertEmily DeesCarol GunterKen HareLaura HicksTina McManama Bill RiceCindy ScottKarla ShoemakerAmy StricklandHelen TaylorLeslie Zeanah

Budget & Allocations CommitteeThe Budget & Allocations Committee members annually visit every River Region United Way affiliate agency to determine compliance and funding levels for campaign dollars. B&A ensures each affiliate agency fully complies with the requirements set by United Way Worldwide and the River Region United Way.

Robert Martin, ChairMichael Shaw, Vice Chair

Charles BakerWes BlakeRichard BradfordDebra Caldwell-BushCaroline ClarkKimberly Cobb-RayDonna Cooper Rosetta CrowellCharlie EdwardsBonnie EvansScott GrierVivian E. HandySandra HarrisMark HopeTraci HowellTara HutchisonEric JacksCharles JacksonHenry JacksonKatherine JacksonBo Jinright

Community CouncilThis group regularly assesses the needs of our community, identifies priorities and brings key partners together to address those needs.

Regina Meadows, ChairDerrick Cunningham, Chair Elect

Lorna AhoCharles BakerDennis BarnesWes BlakeLee Anna BonnerBrenda BrownDonna CooperTom DanielsonBonnie EvansJason GoodsonGeorge GoodwynAnderson GravesVicky L. GriceKathy GunterAlan HackelLeu HammondsJulia Henig

Pamela KingSuman MajumdarRegina MeadowsWanda MeadowsKameke MitchellWalter MontgomeryJeremiah MorelandTodd MoteJanice PatrickRon PrevatteCharles ReynoldsTina SearcyJanice SmithBeverly StrachanJessica TaylorCarol TrotterWill TuckerBrenda WardRonda WestryBrett WilkinsonGreta Lynn WilliamsTimberly WilliamsRichard YoungerRodney Zeigler

Eric JacksAdrian JohnsonR. MaChea JonesTodd MoteDrew NelsonDawn OwensJackie PetersonLydia C. PickettKimberly RayBeverly D. RossMichael ShawAnn M. SikesLinda S. TaffetSherry TatumJessica TaylorJason WalkerKenneth Waters Brian WattsGhandi WilliamsTimberly Williams

2013-14 Community Council Chair Regina Meadows with council member Leu Hammonds.

2013 Year in Review Montgomery Biscuits players show how they LIVE UNITED.

2012-13 Chair of the Board Roger Spain, from left, 2014-15 Chair of the Board Guy Davis, retired River Region United Way President and CEO Russ Dunman, and 2013 Campaign Chair Brad Armagost at the 5th Annual Rally in the Alley.

Clay McConnell, Campaign Cabinet

member and Autauga County Co-chair,

speaks at the 2013 Mid-Campaign Report

meeting.

Rick Jackson, executive director of Boys & Girls Clubs of the River Region.

EMERGE Montgomery volunteers Courtney

Williams, from left, Henry Jackson, Ashley Taylor and Temisha Young at

Rally in the Alley.

Board Member and Marketing & Communications Committee Chair Victoria Belton helps out with the 2013-2014 United Way video shoot.

Auburn Montgomery’s Dr. John Veres, left, and Curtiss

the Warhawk, right, with EMERGE Montgomery’s 2013 Vice President

Zillah Fluker at Rally in the Alley.

Alfa’s United Way Ambassadors, Jon Powers, far left, and Julie Oakes, far right, made new friends during a visit to MARC’s Burgess Center.

Mayor Todd Strange, from left, joins River Region United Way President and CEO Russ Dunman, Janice Dunman and Stephen Dunman at the 2013 Holiday

Celebration, where Russ Dunman was honored prior to his retirement at the end of the year.

18 Advancing the Common Good

Annual Campaign

Brad Armagost, Campaign Chair Larry Puckett, Campaign Vice Chair & Pacesetter Chair

Laura Bear, Community Co-chair

Virginia Bear, Community Co-chair

Victoria Belton, Marketing & Communications Co-chair

Dave Farace, Professionals Co-chair

Julia Henig, Medical Co-chair

Clay McConnell, Autauga County Co-chair

Stuart Patton, Corporate Co-chair

Laurie Jean Weil, DVM, Tocqueville Society Co-chair

Robert S. Weil, II, Tocqueville Society Co-chair

John AverettChris CarverChase ChamblissBill EskridgeCharlie HarrisHarrison HawkeMegan HughesKyle KyserTobias MenseWill SellersGalen ThackstonJodie Thrasher

Campaign CabinetThese volunteers acquire the necessary human and financial resources required to address community needs through funding the work of United Way and its 40+ affiliate agencies.

Evan AllenBrit BarleyJeff BlancettNancy BrownKen CarrickChristine CauseyBen ChapmanJeremy CobbJacob CookWheeler CrookCharlie DavisSamantha DohertyKathy GunterClay HarmonRobert HarrisonRobert HinesTroy HughesEric JacksPaula MathisFrazer McCurdyAmanda MeeksLindsey MyersDaniel PaulkClinton RichardsonTyler SextonTrip StricklandTimberly Williams

Loaned ExecutivesLoaned Executives (LEs) are recruited from local businesses to help develop and implement workplace giving campaigns at other area businesses, working with top management and employee campaign coordinators.

With grateful appreciation to the companies and organizations that donated their employees’ service and time as Loaned Executives to the annual campaign.

Alfa Insurance CompanyAUM Center for GovernmentAUM Continuing EducationBB&TBeasley Allen Law FirmCapell & HowardGoodwyn, Mills and CawoodHandsOn River RegionIBM - Retired Jackson ThorntonMorgan StanleyNavy Federal Credit UnionRegions BankRiver Bank & TrustServisFirst BankStarke Agency Warren Averett Wilson PriceYoung Meadows Presbyterian Church

2013 Loaned Executives (front row from left) Evan Allen, Jeff Blancett and Ben Chapman; (back row from left) Trip Strickland, Charlie Davis, Frazer McCurdy, Clay Harmon and Samantha Dougherty.

19Advancing the Common Good

Top 25 Corporate Contributors1. Alfa Insurance Company

2. Publix

3. Hyundai Motor Manufacturing Alabama

4. Alabama Power Foundation

5. Regions Financial Corporation

6. United Parcel Service

7. The Colonial Company

8. City of Montgomery

9. International Paper Company

10. Rheem Water Heating

11. Caddell Construction Co.

12. Jackson Thornton

13. Warren Averett Wilson Price

14. BB&T

15. Baptist Health

16. Stifel Nicolaus

17. Water Works & Sanitary Sewer Board

18. Aldridge, Borden & Company

19. Goodwyn, Mills and Cawood

20. River Bank & Trust

21. Blue Cross & Blue Shield

22. Montgomery Public Schools

23. Aronov Realty Company

24. Jim Wilson & Associates

25. Big Lots

Alfa Insurance Company’s 2013 campaign kickoff, “Meet Us Under the Big Top”

Publix store managers at the Publix Hydration Station at Rally in the Alley

Hyundai Motor Manufacturing Alabama check presentation

20 Advancing the Common Good

Tocqueville SocietyLa Société NationaleAnonymous

Ordre de FraternitéMargaret and Jimmy Lowder*

Ordre de LibertéJoyce and John CaddellJoyce and Truman Hobbs, Sr.*

Robert Weil, Sr.*

Membres de la SociétéGinny and Eddie AdairMary and Sam AdamsAnn and John Albritton, Jr.Jane and Greg AllenJake AronovLoree and Owen AronovJamie and Winston AshurstNan and Ronnie BarganierTerri and Mac Barnes, IIIBonnie and Carl BarrancoSara and Jere Beasley, Sr.Linda and Sandy Benkwith

Sally and Young Boozer, IIILynda and Dave BordenMaureen and Arthur BrittonDorothy CameronGail and George ClementsJulie and Lanny CraneElizabeth CrumpSuzanne and Steve DavidsonSusan Starr and Morris DeesBeth and Joel DubinaJanice and Russ DunmanNancy and Lee EllisTootsie Emmet*

Martha and Tranum FitzpatrickKelly and Mark FullerKatherine and Lewis GaydenLaura and Barrie Harmon, IIICamille and Inge Hill, Jr.Michelle and Daniel Hughes, Jr.Elizabeth and Eric HunterGene and Ray IngramKent and Mike Jenkins, IVCarol and Wat Johnston, Jr.Brenda and Chuck Jordan, III

Mary and Keith KarstSug and Tommy KeeneJeila and Knox KershawJane and Jim KlinglerEleanor and Richard KohnPat and Jerry Kyser, Sr.Mary Lynne and Jim† LevyCarol and Jamie Loeb, Jr.Joan Loeb*

Cindy and Gaeton LorinoLaura and Mike LuckettSuzy and Jim MasseyJennifer and Forrest McConnell, IIIHeather and William McConnellBeverly and Reese McKinneyAmy and Tom MethvinSusu and Temple Millsap, IIIJoan and Bill MitchellPat and John MoorehouseCharlotte and Joe MussaferPeggy and Maurice MussaferLinda and Larry PuckettWinston and Gene ReeseEmilie and Bruce Reid

In 1987 The Tocqueville Society of the River Region United Way was formed to foster, promote and recognize the vital importance of voluntary community service and personal giving at an exceptional level. Membership includes individuals and private foundations meeting the leadership giving standard of at least $10,000 annually. With the support of The Tocqueville Society, the River Region United Way is able to create long-lasting changes by tackling our community’s most pressing issues.

Laura, left, and Barrie Harmon, right, with Joyce and Truman Hobbs, Sr., recipients of the Jean and Adolph “Bucks” Weil Award.

21Advancing the Common Good

Only 26 years old when he came to America in 1831, Alexis Charles-Henri Clérel de Tocqueville traveled all over our young nation including many parts of Alabama. Perhaps his most important observation was that Americans helped each other in the time of need. He recognized, applauded and immortalized the volunteer spirit that lives in America’s heart.

Originally formed in 1984 by the United Way of America, The Tocqueville Society was created to deepen individual understanding of, commitment to, and support of United Way’s work: advancing the common good by creating opportunities for a better life for all. The society honors Alexis de Tocqueville, the Frenchman who wrote so enthusiastically of the American spirit of voluntary association and voluntary effort for the common good.

Alexis de Tocquevilleof the River Region United WayCathy and Jim RidlingJane F. RothschildSusan and Bob RunkleCarlyn and Steve RussellAmy and Steve RutledgeJaney and Keith SabelDawn and Adam SchlossJean and Steve SchlossCindy and Bob SeibelsJanet and Ned SheffieldEmily and George Smith, Jr.Beverly and Richard StablerWinnie and Charlie StakelyLinda and Todd StrangeErnestine and Robbins Taylor, Sr.Kelley and Galen ThackstonAlice and David ThrasherHelen TillCarol and Ken Upchurch, IIIBeth and Ben Walker, III

Julia and Bill WallaceJan WeilLisa and Andy Weil, IIISheila and Bobby Weil, IIVirginia WeilKathy and Eddie Welch, Jr.Diane and Buzz WendlandPatricia and Billy Williamson, Jr.Corinna and Barry WilsonKelly and Will WilsonMelissa and Frank WilsonSusie and Jim Wilson, IIILaurie Jean Weil and Tommy WoolMary Lee and John Yelverton, IIIAngie and Philip Young

*Founding Member † Deceased

Tocqueville Society Co-Chairs Bobby Weil, center, and Laurie Jean Weil,

right, with Bobby’s wife, Sheila.

For a complete listing of Leadership Givers, scan or log on to RiverRegionUnitedWay.org/donor-recognition

22 Advancing the Common Good

LIVE UNITED

Our Call to ActionLIVE UNITED. It’s a credo. A mission. A goal. A constant reminder that when we reach out a hand to one, we influence the condition of all. We build the strength of our neighborhoods. We bolster the health of our communities. And we change the lives of those who walk by us every day.

We invite you to be a part of the change. You can give, you can advocate and you can volunteer. Only when we all work together toward a common purpose do we truly LIVE UNITED. It takes everyone in the community working together to create a brighter future.

Visit www.RiverRegionUnitedWay.org to explore ways that you can get involved!

GIVE

ADVOCATE

VOLUNTEER

In the River Region, we’re working every day to promote education, income and health. Contributors can help us advance this mission by providing financial support.

Our goal is to create long-lasting changes by addressing the underlying causes of problems. Living united means being a part of the change.

We all have special talents. Things we can do to help. And when we reach out a hand to one, we influence the condition of all.

ADVOCATE

GIVE

VOLUNTEER

24 Advancing the Common Good

River Region United Way FinancialsAuditor’s Letter

25Advancing the Common Good

Statement of Financial Position

For complete audited financial statements, please scan or log on to RiverRegionUnitedWay.org/Accountability

26 Advancing the Common Good

2013 Statement of Activities

27Advancing the Common Good

2012 Statement of Activities

28 Advancing the Common Good

Statement of Cashflow

29Advancing the Common Good

Statement of Functional Expense

For complete audited financial statements, please scan or log on to RiverRegionUnitedWay.org/Accountability

ThankYou

Affiliate Agency $ AmountAid to Inmate Mothers 26,807.00American Cancer Society 142,632.00American Heart Association 85,063.00American Legion Auxiliary #2 1,000.00American Red Cross of Central Alabama 389,225.00ARC of Eastern Elmore County 12,122.00Association of Christians in Tallassee for Service 1,831.00Autauga/W Elmore Assn of Retarded Citizens 36,000.00Boy Scouts of America, Tukabatchee Area Council 193,865.00Boys and Girls Clubs of the River Region 269,031.00Brantwood Children’s Home 162,982.00Catholic Social Services 120,926.00Chemical Addictions Program 62,548.00Child Protect 32,000.00Children’s Center of Montgomery 121,933.00Community Action Agency of Central Alabama 26,574.00Easter Seals - Camp ASCCA 23,850.00Easter Seals Central Alabama 155,849.00Elmore County Partnership for Children 3,726.00Family Guidance Center of Alabama 245,189.00Family Sunshine Center 163,447.00Family Support Center 30,000.00Gift of Life Foundation 19,500.00Girl Scouts of Southern Alabama 117,380.00Goodwill Industries of Central Alabama 22,518.00HandsOn River Region 99,684.00Health Services 22,656.00Hospice of Montgomery 68,541.00Lighthouse Counseling Center 97,992.00Maxwell-Gunter Youth Activities 32,795.00Medical Outreach Ministries 3,120.00Mental Health America in Montgomery 89,491.00Montgomery Area Council On Aging 112,008.00Montgomery Area Nontraditional Equestrians 25,639.00Montgomery Association for Retarded Citizens 118,300.00Nellie Burge Community Center 50,000.00Peers Are Staying Straight 43,076.00Salvation Army 129,564.00SAYNO in the Montgomery Area 28,355.00Second Chance Foundation 20,000.00Sickle Cell Foundation of Greater Montgomery 72,000.00USO 4,299.00YMCA of Montgomery, Millbrook & Wetumpka 273,426.00YMCA of Prattville 82,450.00211 Connects South Central Alabama 100,000.00Allowance for Contingency 79,396.00Allowance for Pledge Loss 349,807.00Designations - Passed Through 41,095.01Program & Campaign Fundraising 608,285.00Subtotal Agency, Program & Fundraising 5,017,977.00Agency, Program & Fundraising % of Total 90%

Membership Fees United Way Worldwide & Alabama 73,000.00United Way Central Services 481,715.00

554,715.00Total Campaign Resources Distributed $5,572,692.00

The River Region United Way payout year runs April 1 through March 31.

For further information, please refer to our published financial reports.

River Region United Way does not charge its affiliate agencies any dues or membership fees.

Health45%

Income16%

Education38%

* Reflects awards to affiliate agencies based on United Way’s focus areas of Education, Income and Health.

River Region United Way

Campaign Resource Distribution2012/2013*

60 Commerce Street, Suite 600 | P.O. Box 868 | Montgomery, AL 36101 | 334.264.7318

River Region United Wayproudly serving

Autauga CountyElmore CountyLowndes County Macon CountyMontgomery County


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