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2013 Annual Report - United Way of Gaston...

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2013 Annual Report Belmont, Bessemer City, Cherryville, Cramerton, Dallas, Gastonia, High Shoals, Lowell, McAdenville, Mounty Holly, Ranlo, Spencer Mountain, Stanley “To unite our community to help and care for one another.”
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Page 1: 2013 Annual Report - United Way of Gaston Countyunitedwaygaston.org/wp/wp-content/uploads/2014/04/UnitedWay... · Randy Kelly Valerie Yatko Finance & ... improving individual’s

2013 Annual ReportBelmont, Bessemer City, Cherryville, Cramerton, Dallas, Gastonia, High Shoals, Lowell,

McAdenville, Mounty Holly, Ranlo, Spencer Mountain, Stanley

“To unite our community to help and care for one another.”

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Cont

ents

United Way of Gaston County is proud to celebrate

of serving Gaston County!61 years

W e understand that you really want to make a difference right here in Gaston County. We want to help you do that. We are focused on critical issues like caring for families, financial stability and health care. You can make a difference.

No other organization in our community has the same depth of reach, partnerships or perspective to unite and apply resources where they are needed most. Giving is easy. You can elect payroll deduction, bank draft, write a check, use a credit card or make a gift pledge through our website. Your investment in United Way is your investment in our community.

Every gift matters. Because this is true, it is even more critical for United Way of Gaston County to be efficient in administering donor gifts.

Here are the many ways to contact us.

200 East Franklin Blvd.Gastonia, NC 28052

tel 704.864.4554fax 704.864.9464

www.unitedwaygaston.org

Impact AreasHealth ~ 45,000 Lives Changed • Education ~ 22,000 Lives Changed • Income ~ 28,000 Lives Changed

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1United Way 2014

Cont

ents

2. 2013 BoARd• Message from the Board Chair

3. STAFF• Message from the President

4. 2014 BoARd• Message from the Board Chair

5. AudiTed FinAnCiAlS• Statement of Financial Position• Statement of Activities

6. evenTS• Rachel's Challenge• Purse Power • Check Presentations

7. PRogRAmS• Taste of Gaston• Food drives

8. CommuniTy imPACT• Health• Education• Income

9. iniTiATiveS • Rachel’s Challenge• 2-1-1• FamilyWize• Imagination Library

10. 2013 CAmPAign• Co-Chairs• Loaned Executives• Employee Campaign Coordinators

11. leAdeRShiP giving• Alexis de Tocqueville Society

12. leAdeRShiP giving

• David R. LaFar Society

health

education

income

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2 Gaston County

Announcement A message from the 2013 Chairman

Jason Shoemaker ~ Board Chairman 2013 I was privileged to serve as Board Chair for 2013. As United Way continues to adapt and evolve to meet the needs of Gaston County, we strive to “Live United” for the betterment of our community. I appreciate all the efforts to support United Way and look forward to many years of future involvement.

united Way of gaston County, inc.volunteer organization Chart

2013➧Board of Directors

Chief Volunteer Officer Jason Shoemaker, Chair

Strategic Planning Chair-Elect

(2014)James Allen

Jackie AmmonsJudy Bean

David McMahanRusty Harris

Jay Smith

Community Impact & Investment

Barbara Yarbrough

Jackie AmmonsJudy Bean

Robyn HamiltonRev. Ben Hinton

Randy KellyValerie Yatko

Finance & AdministratonDavid McMahan

Lisa BoggsAnn Comer

Edward CovingtonMonte Monteleone

Dr. Ed Sadler

Immediate Past Board ChairmanJackie Ammons

SecretaryDeborah Ally

President/Chief Prof. Officer

Campign & Marketing CommitteeJames Allen

Michael Bell LaFarLisa BoggsAnn ComerJay Smith

Executive CommitteJason Shoemaker, Chair

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3United Way 2014

Announcement A message from the President

deborah Ally ~ President/Chief Professional Officer This year, as we begin our 61st year of community service, the needs in Gaston County are greater than ever. Gaston County is fortunate to have so many civic-minded people like you who lend their time, talents and resources to meet those needs. Last year 95,000 lives were changed for the better through your efforts. With your help, we were able to support almost 50 programs in the areas of Education, Health and Income (Financial Stability). These areas provided access to healthcare, support of our youth and helped in times of crisis.

Last year we moved towards a more focused service model and the Work Groups that were convened helped us analyze data and identify current areas of need in Gaston County. These professionals, who work every day in the fields of Health, Education and Income (Financial Stability), came together several times last year and in the end made recommendations that will allow us to raise awareness, raise funds and recruit volunteers for issues that we currently support and for those not being met by our current process. Your assistance has enabled us to help families stay in their homes, encourage healthy lifestyles and support students to complete high school. On behalf of the Board of Directors and Staff we thank you and will always be eternally grateful.

united Way of gaston County, inc.Staff organizational Chart

2014➧President/ Chief

Professional OfficerDeborah Ally

Office ManagerJennifer Mangan

Campaign ManagerAshley Smith

Finance ManagerJennifer Grant

Associate Director Community Impact & Investment

James Burgess

Special Event CoordinatorLeigh Spach

Finance AssociateKymme Barber

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4 Gaston County

➧Board of Directors

Chief Volunteer Officer James Allen, Chair

Strategic Planning Chair-Elect

(2015)David McMahan

Judy BeanRobyn HamiltonJason Shoemaker

Community Impact & InvestmentValerie Yatko

Jackie AmmonsMichael Bell

Edward CovingtonRev. Ben Hinton

Silvia Rios-HusainDanny Jackson

Finance & Administraton

Barbara Yarbrough

Eric ClayAnn Comer

Monte Monteleone

Immediate Past Board ChairmanJason Shoemaker

SecretaryDeborah Ally

President/Chief Prof. Officer

Campign & Marketing CommitteeJudy Bean

Lisa Boggs Jay Smith

David Williams

Executive CommitteJames Allen, Chair

united Way of gaston County, inc.volunteer organization Chart

2014

Announcement A message from the 2014 Chairman

James Allen ~ Board Chairman 2014 It is my pleasure to be given the opportunity to serve as the 2014 Board Chair for United Way of Gaston County. The opportunity to serve our community and be involved with such a valued organization is something I look forward to with much enthusiasm. United Way plays such a vital role in serving our community and the people that live here. It is an honor to be a part of an organization that provides this amount of support to our community and its citizens. I would like to thank all of you in advance for you dedication and support during this year.

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5United Way 2014

Statement of Financial Position

2013 2012

Total assets $2,255,123 $2,162,203

Total liabilities $1,462,666 $1,768,929

Total net assets $792,457 $393,274

Total liabilities and net assets $2,255,123 $2,162,203

Statement of Activities 2013 2012

Net campaign contributions $1,992,695* $1,963,353*

Other revenues $275,246 $32,901

Total revenues & other support $2,267,941 $1,996,254

Total allocations $1,308,478 $1,619,204

Total operating expenses $560,280** $534,143**

Total allocations & operating expenses $1,868,758 $2,153,347

*Net of uncollectibles and designations

**Includes building repairs, depreciation and 2-1-1 program expenses.

Audit firm - McCannon, Rogers, Driscoll & Associate LLP

2012/2013Audited Financials

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6 Gaston County

Check Presentations

Purse Power

Rachel's Challenge

James Allen, John Forgan, Weston Andress, deborah Ally, Bryan Butler, Judy Bean

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7United Way 2014

Food drives

Taste of gaston

Taste of gaston

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8 Gaston County

health - $384,675Promoting health and Wellness: Community Impact Goal: Individuals in Gaston County have access to healthcare and resources available to

sustain a healthy lifestyle.1. Daytime Care for Older Adults (DHHS Adult Day Care)2. Restorative Justice Center (ACPP)3. 1st Aid & Preparedness (Red Cross)4. Community Connections, Education, Family Resources (ARC)5. Medical Assistance (Bessemer City Crisis, Dallas Christian Ministry, Heart Society)6. Camping Active, Clean & Safe (Camp Sertoma)7. Cancer Program (Cancer Services)8. Half Way House (Flynn Fellowship Home)9. Cardiovascular Health Education, Cholesterol & BP Screening (Heart Society)10. Center of Hope, Emergency Assistance (Salvation Army)11. Membership & Wellness (Gaston County Family YMCA)

education - $610,645helping Children and youth Succeed: Community Impact Goal: Children and youth in our community are prepared physically, mentally, emotionally,

and educationally to be successful in life.12. Advocacy, Communities In School (Alliance For Children & Youth)13. Community Connections, Education, Family Resources (ARC)14. Comprehensive Youth Development (Boy Scouts)15. Camping Active, Clean & Safe (Camp Sertoma)16. Outreach Program/Leadership (Girl Scouts)17. Los Amigos, Afterschool in Bessemer City and West Gastonia, Teen Outreach (Greater

Gaston Boys & Girls Club18. Literacy (Gaston Literacy Council)19. Youth Development (Salvation Army Boys & Girls Club)20. Afterschool & Summer Camp, Teen Leadership Development, Y Life, Y Pals (Gaston

County Family YMCA)

income - $278,390improving individual’s employability and Promoting Financial Stability: Community Impact Goal: Every individual in our community has the skills, opportunities and support to

achieve and sustain economic self-sufficiency to meet his or her basic needs.21. Emergency Services (Red Cross)22. Food Assistance (Bessemer City Crisis, Mt. Holly CRO)23. Utility Assistance (Bessemer City Crisis, Cherryville Area Ministry, Mt. Holly CRO,

S.O.C.K.S)24. Literacy (Gaston Literacy Council)25. Center of Hope, Emergency Assistance (Salvation Army)26. Afterschool & Summer Camp (Gaston County Family YMCA)

Community Impactimpact Areas: health, education and income

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9United Way 2014

• Rachel’s Challenge: Gaston County was the first county on the east coast to adopt this anti-bullying program for all students in its district at every grade level. Over 31,000 students have been provided a mechanism to report incidents of bullying and students were taught how to show acts of kindness. The lessons learned will continue to be implemented by the 56 “FOR” (Friends of Rachel) Clubs established in 2012

• 2-1-1: A free 24 hours/7days a week confidential, multi-lingual, state-wide information and referral line which can connect people to non emergency services and assist with a variety of programs including but not limited to utilities, food and shelter

• FamilyWize: Provides free discount prescription cards for everyone without insurance or those whose medicine is not covered by their insurance. These cards can be presented to area pharmacists and since 2009 have saved Gaston County residents over $636,000 in prescription costs

• imagination library: Allows a child enrolled to receive one new book per month at home from birth to five years old, which helps them prepare for kindergarten. Every child can have books of their very own at no cost to them. The program cost per child of $125 is covered by United Way of Gaston County.

InitiativesRachel’s Challenge, 2-1-1, FamilyWize, imagination library

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10 Gaston County

First and last name, CompanyHarry Cooke, Gaston College

Kevin Carver, Cherry Bekaert, LLPNelson Britt, PSNC

Judy Leahy, Gaston County SchoolsJohn Bowyer, A&E

Shannon Reavis, A&E

American & Efird, Inc.Boggs Marketing GroupBBSIBB&TCaroMont Health Edward Jones Investments - Jay B. Smith Gray, Layton, Kersh, Solomon, Furr & Smith, PAMcCannon, Rogers, Driscoll & Associates, LLPPSNC Energy

Röchling Engineering Plastics Standard DistributorsTargetTindol Ford SubaruUnited Oil of the Carolinas, Inc.UPSWal-MartWatson Insurance

Co-Chairs • Serving as Campaign Co-Chairs of the 2013 United Way of Gaston County Campaign was highly rewarding. We enjoyed the opportunity to work closely with an outstanding staff and to engage with the people in the community – people like you, like us – whose investment makes the work of United Way possible. Thanks to the efforts of all who made this campaign year successful and who made a difference in the lives of people – like you, like us - nearly 95,000 times last year!

The United Way Employee Campaign Coordinator (ECC) is a company employee who volunteers to oversee a portion of their company’s annual United Way fundraising campaign. It is the Employee Campaign Coordinator’s responsibility to help plan and monitor the campaign to ensure its success, often as an additional duty. United Way of Gaston County had 66 campaign coordinators in 2013 and could not have had a successful campaign without their hard work and dedication.

2013 Compaign

Pacesetter Companies

employee Campaign Coordinator

loaned executive

James Allen Sheree Hall

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11United Way 2014

Alexis de Tocqueville

Only 26 years old when he came to the United States and Canada in 1831, Alexis Charles-Henri de Tocqueville traveled extensively, recording his observations of life in the young nations. Though he only spent nine months in North America, he gleaned an insightful view of American society. His observations, readings and discussions with eminent Americans formed the basis of Democracy in America, a detailed study of American society and politics published in two volumes, in 1835 and 1840. Tocqueville recognized, applauded, and immortalized North American voluntary action on behalf of the common good. He wrote: “I must say that I have seen Americans make a great deal of real sacrifices to the public welfare; and have noticed a hundred instances in which they hardly ever failed to lend a faithful support to one another,” eloquently capturing the essence of personal

philanthropy that persists, almost three centuries later.

A national major gifts society, sponsored by United Way Worldwide, with chapters in local United Ways across the country. Members of the Alexis de Tocqueville Society give annual gifts of at least $10,000.

2013 Compaigndonor leadership

Mr. & Mrs. James Comer IIIMr. & Mrs. Stephen DriscollMr. & Mrs. George Henry IIIDrs. Philip & Cheryl LeoneMr. Albert G. Myers, Jr.Mr. & Mrs. Plato Pearson, Jr.Mr. & Mrs. Ralph Robinson, Jr.

Mr. & Mrs. David R. RogersMr. T. J. Solomon IIMr. & Mrs. Anderson WarlickDavid Belk Cannon FoundationCharles & Irene Nanney FoundationLeadership Listing as of Feb. 7, 2014

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12 Gaston County

David R. LaFar Society

To recognize the late David Robertson LaFar III, whose philanthropy and leadership set a firm foundation for future growth, the United Way of Gaston County introduced a new level of leadership giving in 1995, the David R. LaFar III Leadership Society. Mr. LaFar was a supporter of many community organizations including United Way of Gaston County, Gaston County Family YMCA, Piedmont Council Boy Scouts of America, First Presbyterian Church and the Rotary Club of Gastonia. He donated the Boy Scouts library and outdoor chapel, and in the early 1990s he stepped in as the interim fundraising director for United Way of Gaston County as a volunteer. As interim fundraising director he both met and exceeded United Way’s fundraising goals that year. Mr. LaFar also served on the board of trustees of Davidson College, where he graduated in 1929. He was the District Governor of the Afternoon

Rotary Club, known today as the Thursday Rotary Club.

The David R. LaFar III Leadership Society recognizes donors whose gifts range from $1,000- $9,999.

2013 Compaigndonor leadership

Mrs. Ann Robinson BlackMr. & Mrs. Tom EfirdMs. Bonnie FaustThe Hancock Family Fund

Mr. & Mrs. Fred JacksonMr. & Mrs. David McMahanMr. & Mrs. Robert S. PearsonMr. Larry Petty

Mr. & Mrs. Jim RatchfordThe Watson FamilyMs. Barbara G. Yarbrough

Anonymous (2)Mr. & Mrs. James AllenMr. & Mrs. Mo AllyMr. & Mrs. Richard BlackburnMr. & Mrs. William Blalock, Jr.Mr. & Mrs. Lew CarterMr. Tim CiurlikMr. & Mrs. Jim CooksonMr. Richard CraigMr. Dave Dawkins

Mr. & Mrs. Tim EfirdMr. & Mrs. Ron EnsleyMr. & Mrs. Walter GrayMr. & Mrs. Albert IrvineMr. & Mrs. Dan KershMr. Charles LingenfelterMr. & Mrs. Douglas LuckettMs. Elizabeth McCrawDr. & Mrs. Charles J. Meakin IIIMr. John L. Miller

Mr. & Mrs. Fred PadgettMs. Andrea K. SerraDr. Patricia SkinnerMr. & Mrs. Jay SmithMr. William SteuryDrs. Douglas StoverMs. Connie StreetMr. & Mrs. John G. Will

Leadership Listing as of Feb. 7, 2014

Chairman - $5,000 to $9,999

President - $2,000 - $4,999

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13United Way 2014

Anonymous (3)Dr. & Mrs. William B. AbernethyMr. Eric and Wanda AllenMrs. Jacqueline AmmonsDr. Costa AndreouMs. Janet B. BaucomMr. Frederick C. BeckerMr. Michael BellMr. Matt BernhardtMs. Kathleen BessonMs. Ashley BishopMr. Benjamin Bishop, Jr.Ms. Priscilla BlalockMr. Robert Blalock, Jr.Mr. William J. BookerMr. Anthony BoizottaMs. Julie G. BotchuckMr. & Mrs. John BowyerMr. Tim BrownMs. Beth M. CanipeMr. Paul CarterMr. Tim CherryMs. Lisa Clement-BryantMs. Faye ClementsMr. Rick ConeMs. Jodie R. CookMr. Edward CovingtonMr. William M. CraigMr. Clarence E. Cross, IIIMr. Robert DagleyMr. Robin DaughtryMs. Todd DavisDr. and Mrs. David J. DeasMs. Beth DeBerryMr. James B. DellingerMr. Morris DellingerMr. Greg DillmanMs. Deborah K. DixonMr. Christopher C. DobbinsDr. Carl DuttererMr. Russell EmersonMr. and Mrs. Max ErwinMr. Bob FergusonMs. Luanne FinchMs. Donna C. Finley

Mr. Jared FradyMr. Mark A. GarmonMr. John GodseyMr. Neville G. GreenbergMr. Scott HadleyMs. Janet G. HamrickMr. Paul HardinMr. Dale HarrisMs. Caroline HaynesMr. & Mrs. Williams S. HenryMs. Leigh K. HickmanMs. Amy M. HollarMs. Kathy L. JenkinsMr. Steve JonesMr. John KimbrellDr. David R. KirlinMrs Nancy D. KirlinMr. Carl KunkleMr. Vann LanierMr. & Mrs. William D. Lawson, IIIMs. Ann W. LinebergerMs. Laura LinebergerMs. Cherly B. LogginsMs. Maria W. LongMr. Dennis LoveMr. John S. LoweryMr. Henry H. Massey, Jr.Mr. Joseph MatozzoMs. Tracy D. MatthewsDr. Ann Tippitt & Dr. J. Alan MayMs. Dolly A. MayerchakMr. Roger E. McArver, Jr.Mr. Chris McCorkleMr. Owen McCutcheon, Jr.Ms. Jessica G. McGeeMillard McGeeMr. Chris M. McGuirtMs. Denise B. McLeanMr. Billy W. MesserMs. Sabrina C. MesserMr. David L. MillsMr. Gary A. MimsMr. Michael L. MolbyMr. David M. Moody, Jr.Dr. Lory Morrow

Mr. Dan MoserMr. Brian MullMr. Edward MunnMr. James M. NicholsMr. Joseph J. O’BrienMr. Cletus O’DellMr. Dennis OuztsMr. Steve W. PatrickMr. Myron Jay PetruskaMr. Christopher PlemmonsMr. Phillip G. Ponder, Jr.Mr. Tony PowellMr. Dan C. RaganMr. Fred P. RankinMs. Shelia R. ReaganMrs. Shannon ReavisMr. Steve RenfrowMs. Deanna L. RoeMr. Donald RoseMr. Tormod RuiMr. Haines G. RunyanMs. Reine SmirzMr. Loyd A. SmithMr. & Mrs. Fred Spach, Jr.Mr. Robert StaceyMr. Craig StoverMr. Ted StroudMr. and Mrs. Ron SytzMs. Cheryl TempleMr. Charlton Torrence, Jr.Ms. Dorothy S. ToweryMr. Daniel R. TuffyMr. James TylerMr. Jerald C. UnderwoodMr. & Mrs. Richard VoorheesMr. Rodney WallaceMs. Ann C. WardDr. & Mrs. John C. Watts, IIIMr. & Mrs. James H. WeantMr. Donald WhiteMr. Authur WingetMs. Mary F. Woods Ms. Laura WrightDr. & Mrs. Steven W. Yates

Leadership Listing as of Feb. 7, 2014

Executive - $1,000 - $1,999

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Wix is a proud supporter of the United Way of Gaston County


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