UWWV 2016 Annual Report 1

DO MORE!

United Way of the Wabash Valley 2016 Annual Report

UWWV.ORG

I can safely say that 2016 has been a year of new direction for our organization. I was excited to be asked to guide our United Way after many years in our community as a businessman and long-time United Way volunteer.

Blessed with a supportive Board of Directors and talented, hard-working staff we have been able to immediately begin building a change in our identity. While I expect this change to take years, it is at the very core of our future success. The change? We must demonstrate through tangible action that we are more than just fundraisers!

The first steps on that path began by listening. To launch strategic planning, we opened our ears at nearly 40 Community Conversations. We heard aspirations, concern and hopes for our community from the experts, the dreamers and the most vulnerable. Now we undertake the challenge to bring those aspirations to life by joining forces with like-minded factions throughout the Wabash Valley and building long-term solutions to our toughest issues. This is hard work, but it’s a United Way I prefer. Not one with a hand out asking for money, but one getting our hands dirty as we work together.

When our community can see first-hand our work in fostering positive change through strong partnerships, then we will have fortified the trust and accountability so vital to all successful non-profit endeavors. Then our community will know we are more than just fundraisers.

As we look to 2017, our eyes remain focused on building our business relationships, demonstrating the value proposition of our work, and asking our leaders to join hands with us and our partners to change the future.

So I hope you are not disappointed in this first Annual Report in a new era. There is no usual celebration of raising money–that’s simply not a noteworthy goal. As a businessman, I know revenue comes from having a compelling product. Come join us in the work and celebrate the positive impact we will make on the building blocks for a better life for everyone in the Wabash Valley. After all, that’s the most compelling product of all.

Richard PayonkExecutive Director

A MES

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MISSION SERVICE AREASThe mission of the United Way of the Wabash Valley is to improve lives by mobilizing the caring power of our community.

INDIANAClay CountyParke CountySullivan CountyVermillion CountyVigo County

ILLINOISClark County

Such was the headline of a nearly 30-year-old essay by Minneapolis businessman and author Harvey Mackay. The essay had sat in a wrinkled and worn file folder full of inspiring pieces for decades, but it’s theme resonated with our United Way Marketing Committee. It’s a simple way to encourage a community that achieving our dreams starts with a close look at ourselves. The guidelines in the essay were from an anonymous author and have as much meaning today as they did 30 years ago…

DO MORE THAN READ THIS LIST – FOLLOW ITS GUIDELINES

• Do more than exist; live!• Do more than hear; listen!• Do more than agree; cooperate!• Do more than talk; communicate!• Do more than think; create!• Do more than work; excel!• Do more than share; give!• Do more than consider; commit!• Do more than forgive; forget!

• Do more than help; serve!• Do more than see; perceive!• Do more than read; apply!• Do more than receive; reciprocate!• Do more than advise; help!• Do more than encourage; inspire!• Do more than change; improve!• Do more than reach; stretch!• Do more than grow; bloom!

From this sentiment, a mantra to wrap around our local United Way was born. Our Marketing Committee built a branding statement to define our work in a simple phase…

Empowering the Wabash Valley to Create Lasting Solutions by Doing More!It’s not earth-shattering wisdom, but rather that gentle reminder that we can achieve all we hope for if our United Way and our entire community is prepared to “go the extra mile” or “push a little harder” whenever and however we can.We’re hopeful that DO MORE! will inspire us toward a greater future, and if even a few who read this are nodding their head in admiration of this direction, then we would end with the same encouragement from the original author: Do more than admire; emulate!

Do more than dream; do!

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ELIZABETH WILEY HAMATHER (APRIL–CURRENT) Health Activites Coordinator

DANIELLE ISBELL Resource Development Director

MARK JOHNSON Community Impact & Planning Director

BECKY McCABE (JANUARY–JUNE) Administrative Assistant

PHYLLIS MICKEY (JUNE–CURRENT) Administrative Assistant

RICHARD PAYONK Executive Director

ELLEN REEVES Community Services AFL/CIO Labor Liaison

CHRIS WOOD Wabash Valley Mobile Market Director

ELIZABETH BURROWS Burrows Consulting, LLC

CAROLINE CARVILL Rose-Hulman Institute of Technology

MIKE COLLINS Northwestern Mutual

MARY ANN CONROY Regional Hospital

LEE ANN CROOKS Ivy Tech Community College

KATHY DEAL Vigo County School Corp.

NANCY EDGERTON Retired from Hamilton Center

MARC EVANS Frontier Communications

MARLA FLOWERS Hulman & Co.

DANIEL GMELICH Old National Bank

BERNICE HELMAN Coldwell Banker Troy Helman Realtors

STEVE HOLMAN Union Health System

KRISTI HOWE Vigo County Public Library

DOTTIE KING Saint Mary-of-the-Woods College

ROB LUNDSTROM Lundstrom USA Holdings

TIFFANY MACKE University of Illinois Extension

JOHN MURRAY Indiana State University

JOHN PLASSE Terre Haute Police Department

HICHAM RAHMOUNI Lugar Center for Rural Health

BRENNAN RANDOLPH Saint Mary-of-the-Woods College

B.J. RILEY Tribune Star

JOHN ROACH Vigo County Courthouse

PAUL RUPSKA IBEW Local Union #725

ALIA SHUCK Rose-Hulman Institute of Technology

AMY SIMONSON Rose-Hulman Institute of Technology

CLAUDIA TANOOS Terre Haute Economic Dev. Corp.

GREG THOENNES Plumbers & Steamfitters Local 157

BILL TREASH Wabash Valley Central Labor Council

JOHN TRUEBLOOD Novelis Corporation

2016 BOARD OF DIRECTORS

STAFF

Alternatives for Living & LearningAmerican Red Cross, Wabash Valley ChapterArea 7 Agency on Aging/DisabledBoy Scouts of America, Crossroads CouncilBoys & Girls Club of Terre HauteCatholic Charities of Terre HauteCatholic Charities of EffinghamChances And Services for YouthChild-Adult Resource ServicesClay County Council on Aged & Aging

Clay County Cooperative Benevolence MinistryClay County Emergency Food PantryCouncil on Domestic AbuseFour Rivers Sullivan CountyFSA Counseling CenterHamilton Center/Project SEARCHHappiness BagKid Kare ProjectMarshall Area Youth NetworkMeals on Wheels

Mental Health America of Vigo CountyPace Community Action AgencyReach ServicesSalvation ArmyUnited Child CareValley Child Development Center, Inc.Wabash Activity CenterWabash Valley Health CenterWest Vigo Community CenterYMCAs of the Wabash Valley

COMMUNITY AGENCY PARTNERS

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As we began the work of building a Strategy Plan towards what our local United Way will look like in 2020, we embraced “community-builder” over “fundraiser.” It has been too easy to slip into a trap of just looking at people and businesses as potential sources of funding, then trying to immediately find that “hook.” Instead, we sought to understand the kind of community they want and the challenges in getting there.

People want to be engaged as more than just donors or people to be served. They want to be part of something larger than themselves. They want to see the reality of their lives reflected in our work. Uncovering people’s shared aspirations for their community helps them see that they can be part of something larger and helps United Way know what matters to them.

In 2016, the United Way of the Wabash Valley employed the wisdom of the Harwood Institute for Public Innovation (www.TheHarwoodInstitute.org) and conducted 36 Community Conversations throughout our six-county service area. These conversations are designed to provide a safe environment to share and collect feedback from community members of various ages, backgrounds, ethnicities and life experiences. The information gained from these conversations will be used to inform decision making for our organization and ensure our work is centered around improving the quality of life for all community members based on their input.

In 2017, our United Way plans to share the findings of these conversations with community leaders and the public to engage, focus and align efforts with the needs and concerns of community members. We are committed to continuing the Harwood Institute guidance to “Turn Outward,” listening to all voices in our community.

THE POWER & POTENTIAL OF COMMUNITY CONVERSATIONS

A ten-year-old just

committed suicide. How

were things so bad for this

young child that he thought

he needed to commit

suicide and how did he

know about suicide?

I am a mentor for a

ten-year-old at school.

Her dad supports five

children and a wife and

he walks to work at

McDonald’s and tries to

be a good dad - how many

people live like that?

The other day at the Pantry, a man with five children came. He was surprised that he got to pick out meat, cereal, etc. He asked me to pray for him to get a job. It was heart wrenching.

My mom sold drugs. I couldn’t have friends in the house. I didn’t learn how to interact.

There are kids here that are beaten, get only one meal a day, don’t know their mom and dad, etc.THINGS

WE HEA

RD

UWWV 2016 Annual Report

In 2016, United Way of the Wabash Valley was able to leverage one of our challenges into a great opportunity for the organization. Faced with an expiring lease at our long-time home in the Corporate Square office complex, both Board and Staff examined the possibilities that could grow from a more visible face in our community. If we indeed wish to become community builders, then it stands to reason that it might be helpful for our community to know we are around. While we have been grateful to generous landlords at Corporate Square for over 25 years, we also know that we have not been “seen” daily in our community since the 1980s when we resided front and center on 3rd Street. And so, our “opportunity” began–find a new and visible home in our community while managing occupancy and moving costs as any responsible non-profit must do. The response from our Board and community was tremendous. We must acknowledge that Dave Cash (Re/Max) and Bernice Helman (Coldwell Banker Troy Helman, Realtors) waived their commissions in finding options for our new home, which began an avalanche of generosity that continued to grow. Culp Ventures, LLC charitable offer for the lease space at 100 S. 7th Street meant that United Way could locate in the heart of downtown on a visible thoroughfare. Next, Garmong Construction Services donated project management time and secured donated materials and labor in order to turn this old bank and travel agency into an efficient office complex complete with large and small conference facilities. From late August to our open house in November, so many community members and businesses donated time and materials. The remarkable showing demonstrates the support our community has for a vibrant, visible and strong United Way.

Please come and visit us in our new home.

NEW DIRECTION, NEW HOME

TM

Simpleto

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BUILDING A BRIGHTER FUTURE

With your support, we work with community partners to bring lasting change to our community. We focus our efforts on the building blocks that will improve

people’s lives:

CommunityBasics

HealthEducation

UWWV fights for the health, education, and financial stability of every person in our community.

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EDUCATION

Education is the cornerstone of individual and community success. United Way is committed to helping children through the investment we make in programs and services that provide the building blocks for a strong start. We want to help every child learn, grow and succeed in school and life because when children succeed, our whole community succeeds.

Our focus areas: • Early learning initiatives • Safe places to learn and grow • Mentoring and character development • Parental engagement opportunities

A six-year-old boy had just started to learn the alphabet

and numbers, but was still struggling. At the beginning of the summer he would frequently

ask the camp counselor to tell him what time it was on the clock in our classroom, and after several weeks he

asked if she could teach him how to tell time. Throughout the summer the counselor and the boy worked on learning numbers through a few games and eventually moved on to telling time. By the time summer camp ended he became

very good at telling time, and would be the class helper by letting everyone know when it was

time to line up for different activities throughout the day.

YMCASummer Day CampVigo County

DID YOU KNOW?

75% of local children in childcare are not enrolled in a high quality or early childhood education program.

$334Kinvested in

education in 2016

$18

funded partner programs

in education13,800books distributed to Wabash Valley kids

through the Real Men Read program in 2016

UWWV 2016 Annual Report

The Wabash Valley consistently ranks low in the United States in health statistics. The United Way of the Wabash Valley works to improve the health of our community through fostering wellness, treating addictions and supporting mental health.

Our focus areas: • Mental health counseling • Adult day services • Improving healthy lifestyles

As a young man with Down

Syndrome, TJ was predisposed for a life battling his weight. During his early years with

the Happiness Bag Adaptive Sports & Recreation (ASR) Program TJ was considered severely obese. He would start a

sports season, but very rarely finished because it was “too hard” or he was “too tired.” TJ quit the ASR Program for quite some time but then

suddenly reappeared in need of services. His situation had declined and TJ was much heavier & his mom’s health was very poor. Partnering with another community organization Happiness Bag was able to get TJ re-involved with

the ASR Program to improve his dietary health.  His participation in the ASR Program has helped TJ lose over 100 lbs! At five feet tall, with his

basketball shoes on, it’s made a remarkable difference. Being “too tired” is no longer a factor. It is amazing how much better he feels

& how much more active he is just from playing basketball. The sense of pride TJ has is heartwarming. He keeps a

“before picture” of himself in his wallet to show you just how far he has come.

Happiness BagAdaptive Sports & Recreation Program

HEALTHDID YOU KNOW?

65% of adults in Indiana are overweight or obese

22$374K

25,000funded partner programs in health

invested in health-related programs in 2016

bananas sold in the Mobile Market in 2016 $

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Financial Stability is a fundamental need in order to improve the well-being of the community. United Way helps to build stable lives by providing emergent and immediate assistance to limit hunger and homelessness.

Our focus areas:

• Food, rent, clothing and utility assistance

• Relief from hunger and homelessness

• Disaster response

• Information and referral

Jackie and her son Bobby reached out to Bethany House

for shelter. After her grandmother passed they were left with nowhere to turn. Bethany House, with

its limited rooms and beds, was full and did not have any place for them to stay. For over a year, they lived in a van, on the streets, or in a park until Bethany House had an opening. When a bed opened, Jackie had a positive attitude and was

determined to get her and her son a place to call their own and to be self-sufficient. She met her goals, got her own place,

and exited the program later that year. Bethany House staff continues to keep in contact with Jackie and

she has moved up from housekeeper to lead customer service representative.

Catholic Charities Bethany House

COMMUNITY BASICSDID YOU KNOW?

1 in 5 local children live in poverty

21$352K

52,000funded partner programs in community basics

invested in programs committed to helping those in need in 2016

people received food from United Way programs in 2016 $

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Success By 6® is a United Way of the Wabash Valley initiative designed to provide every child with the opportunity to develop basic reading skills so that they may enter kindergarten ready to learn. It is essential that our community recognizes that learning begins at birth and the foundations for learning are established during the developmental years of birth to 6.

Family Literacy Mini-Grants An annual grant that funds early childhood educators and childcare providers to conduct literacy events that nurture a love for reading and learning in young children (0-5) and their families. A key element in these grants is family involvement to encourage increased literacy activities within the home.

Professional Development Grants An open grant program that funds childcare providers and early education professionals that work with children ages 0-6 to attend continuing education programs.

Mother Goose on the Loose In partnership with the Vigo County Public Library, this early literacy program is for children age 3 months to 5 years to help pre-reading children

prepare for reading. It incorporates music,

movement, nursery rhymes, book reading and much more in a fun-filled thirty-minute session for children

with focus on the parent or caregiver to

continue pre-reading skills at home.

In 2016 there were

103 readers/mentors that distributed

a total of

13,820 books!

THE PROBLEM:Less than 25% of local enrolled children are in a high quality childcare or early childhood education program. (Indiana ELAC)

An estimated half of Hoosier children arrive in kindergarten lacking basic academic and behavioral skills. Research shows that high quality early childhood, preschool and school-age programs prepare children for future success in school, work and life.

Success By 6 Solutions:

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Kindergarten Countdown A free two-week summer school camp designed to prepare children with little-to-no preschool for their new roles as kindergarten students. The program is designed to prepare children, and their families, for the transition to kindergarten. The camps are taught by licensed, experienced teachers and takes place in school settings. Students attend school for a half day and get used to the routines and procedures of kindergarten in order to introduce them to a classroom setting.A teacher from the program stated:

Real Men Read Real Men Read is a program that brings adult mentors into kindergarten

in the 6-county service area to read

to students once a month for five months.

Each child receives a copy of the book to take home,

resulting in five new books in their home library. The program encourages the student’s literacy skills and joy of reading, provides mentoring opportunities for adults with students, and gives students extra attention and positive role models who value education.

“We were able to see growth in all children who participated in both the pre-and post-test. Those children are

now ready to be moved into small groups for the beginning of the year intervention or enrichment which is imperative for success

in our new kindergarten kiddos.”- Teacher at Kindergarten Countdown

Healthier By 2020 is a United Way of the Wabash Valley initiative that fosters healthy lifestyles through improved access to healthy foods, health education and active-living opportunities. By focusing on health behaviors through its initiative programs, the goal is to decrease the percentage of adults and children who are obese from 30% to 25% by 2020.

THE PROBLEM:In Indiana, 29% of adolescents and 65% of adults are overweight or obese.

27%-34% of adults in the Wabash Valley are sedentary.

Only 16% of adolescents and 21% of adults consume the recommended servings of fruits and vegetables. USDA reports 68% of individuals in low-income neighborhoods live in areas where afford-able, fresh fruits and vegetables are not readily available.

29%

65%

iMoveWabashValley.com

A website dedicated to promoting an exercise community throughout the Wabash Valley by sharing free and affordable physical activity opportunities and resources. This program strives to support and encourage active lifestyles by providing a place for exercise opportunities to be shared and enjoyed with friends.

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A multi-session program taught at various locations throughout the community, teaches people how to make a healthy, low-cost, meal in 30 minutes. Participants learn valuable skills to help them make healthier food choices for themselves and their families along with useful kitchen habits and cooking skills.

91% of participants stated their knowledge of healthy eating habits increased because of the Community Teaching Kitchens.

115 PARTICIPANTS

A traveling produce market that brings fresh fruits and vegetables to over 20 Wabash Valley food desert locations, where individuals and families find it challenging to maintain healthy eating habits. With a focus on low-income areas and demographics with limited mobility, this program encourages healthier eating habits and works to decrease the incidence of diet-related chronic conditions such as obesity, diabetes and hypertension. Customers can use cash, credit/debit cards and food stamps (EBT/SNAP cards) to buy an assortment of fresh fruits and vegetables at costs that are typically lower than grocery stores.

5,777 SHOPPERS25,000 BANANAS SOLD

5 HOURS OF SWIMMING!

A partnership with the Vigo County School Corporation to provide transportation for a program that allows all kindergarten students in Vigo County schools to have the opportunity to participate in a week-long program that offers five hours of swim instruction and promotes healthy activities.

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PARTNERSHIP PROGRAMS

The United Way of the Wabash Valley funds Connect2Help 2-1-1 in our 5-county Indiana service areas. Their mission is to facilitate connections between people who need human services and those who provide them. Through the easy-to-remember 2-1-1 dialing code, Connect2Help 2-1-1 serves solely to promote self-sufficiency, change lives, and as a result, improve the quality of life in our communities. Connect2Help 2-1-1 connects people with the services to obtain basic needs (food, shelter, heat, etc.), seek legal assistance, or find help in fleeing domestic violence.

4,472area calls to 2-1-1

9,200 need referrals

in 2016

United Way, in partnership with FamilyWize, offers a free prescription discount program in order to provide our community with needed savings on life-changing medication.They cover all FDA approved prescription medications and saves an average of 40% to customers. It’s an easy service that anyone can register at Familywize.org for use in over 60,000 nationwide pharmacies.

$ 2,925 claims in 2016 for a total of $64,766 in savings to our local community

MyFreeTaxes.com is a free, safe and easy way for anyone earning $64,000 or less to file state and federal taxes. For the past eight years, United Way has partnered with H&R Block to provide free tax filing services for federal and state taxes in all 50 states and the District of Columbia. Since that time, the partnership has helped more than 750,000 taxpayers claim every deduction and credit they deserve. These tax breaks that lead to refunds provide important opportunities for individuals and families in the Wabash Valley to build their financial stability.

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AGENCY PROGRAM FUNDING 2016

AGENCY PROGRAM FUNDING 2016Your investment in United Way of the Wabash Valley allows these agencies to operate targeted programs in Health, Education and Community Basics.

Alternatives for Living & LearningNursery $50,000

American Red Cross, Wabash Valley ChapterDisaster Preparedness & Response $71,000Home Fire Campaign $3,000Service to the Armed Forces $4,750

Area 7 Agency on Aging & DisabledMcMillan Adult Day Service $17,700Area 7 Transportation Service $13,000

Crossroads Council, Boy Scouts of AmericaCub Scouts $12,500Boy Scouts $2,000

Terre Haute Boys & Girls ClubEarly Bird $3,500Recreation $20,000

Catholic Charities of Effingham (Clark County)MedAssist $11,200Ramblin’ Rose $4,200

Catholic Charities of Terre HauteBethany House $68,801Christmas Store & Household Exchange $3,000Food Bank $20,000Ryves Reading Champions Program $7,400Ryves Youth Center at Etling Hall $43,650

Chances And Services for YouthCHANCES Out-of-School Programming $39,500Child Care Resource Referral $19,600Big Brothers Big Sisters Mentoring $71,600

Child Adult Resource ServicesDay & Work Services $8,000

Clay County Cooperative Benevolence MinistryCCCBM Assistance Program $2,500

Clay County Council on Aged and Aging, Inc.Transportation $4,000

Clay County Emergency Food PantryFood Distribution $3,500

C.O.D.A.Children’s Program $21,784Education Program $28,500Emergency Client Shelter Support $25,00

Family Service AssociationCounseling $108,000

Happiness BagPersonal Growth & Social Development $26,750Adaptive Sports & Recreation $10,000

Hamilton CenterProject SEARCH $20,000

Kid KareDirect Assistance to Kids $22,620Learning Center $3,800

Marshall Area Youth NetworkMentoring $15,220Marshall Leadership Team $5,000

Meals on WheelsMeal Delivery $13,800

Mental Health AssociationPermanent Supportive Housing Program $9,127Pharmaceutical Assistance Program $13,150Too Good for Drugs $17,000Public Education & Community Support $6,500

Four Rivers Sullivan CountyCommunity Employment $5,500

Wabash Valley Health Center, Inc.Saint Ann Dental Services $25,000

Salvation ArmySocial Services $16,282Food Pantry Call Center $6,390

Reach ServicesAdaptive Equipment Purchase/Loan $6,000Adaptive Lending Library $9,000Independent Living $15,000

United Child Care CenterChild Care $20,000

Valley Child Development CenterChild Care $30,000

Wabash Activity CenterHealth Education & Preventive Care $5,000

West Vigo Community CenterFamily Sports & Recreation $26,000

YMCAs of the Wabash ValleySchool Aged Child Care - Clay Co. $7,000Summer Day Camp - Clay Co. $4,000Summer Day Camp - Vigo Co. $5,000Senior Wellness - Clay Co. $3,500Senior Wellness - Vigo Co. $3,500Vigo Co. YMCA - Community Fitness $20,000YMCA Fit Families - Clay Co. $4,000

TOTAL:$1,061,820

TOTAL PROGRAMS:

58

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DOING MORE IN ACTION!2016 Campaign Kickoff

We kicked off the 2016 Campaign, under the leadership of Campaign Chair Lea Ann Crooks, President of Ivy

Tech Community College Terre Haute Campus.

Day of ActionOn June 21st there were 375 volunteers, our largest amount of volunteers in over 10 years, who participated in 41 projects throughout the 6-county service area. Day of Action gave non-profits extra help to achieve their goals and boost the spirit of volunteerism in the community while raising awareness of local issues.

Stuff the BusAn 8th annual partnership with area Wal-Mart stores,

Clay Community Schools, South Vermillion Community School Corporation, Southwest School Corporation and Vigo County School Corporation that provides children in our community with a fresh start for the school year

with a bundle of supplies. The outpouring of supplies and donations from the community was amazing and it

was great we could help so many children in the Wabash Valley be prepared to start their school year.

Power of the Purse & Power of the CommunityThese events use the power of giving to impact early childhood education. They are the major fundraisers for the United Way of the Wabash Valley’s Success By 6 initiative.

Annual MeetingA celebration of Doing More with all the

great work that was done in 2016 to advance the mission of our organization.

DOING MORE IN ACTION!DOING MORE IN ACTION!UWWV 2016 Annual Report 18

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RECOGNITION & AWARDSResource Drive Organizations giving the highest overall

total contributions in 20161. Elanco

2. Union Health System

3. First Financial Bank

4. Novelis Corporation

5. Indiana State University

6. Rose-Hulman Institute of Technology

Hamilton Center Doing More Increased Participation Rates1. Hamilton Center – 2500%

2. ONI Risk Partners

3. Kroger

4. Happiness Bag

5. Baesler’s Market

Workplace campaigns are the foundation of the United Way Resource Drive. In 2016 the we took the approach to lead with our mission instead of our pledge cards. Over 115 workplace presentations allowed United Way to share how the work we do allows us to positively impact our community. We appreciate all of the generous support that has been given by our partner businesses and their many generous employees.

One company that truly embraced our DO MORE theme was Hamilton Center. Mary Ann Clark, the Hamilton Center Employee Campaign Coordinator, secured a meeting between United Way and Hamilton Center leadership, where the leadership team “bought in” to the United Way mission and saw the value and connection to partnering. Mel Burks, Hamilton Center CEO, knew personally the impact local United Ways have on small communities and shared his story with the staff. Mary Ann, with the support of Hamilton Center leadership, arranged for United Way to present to ALL employees over the next several weeks. This amazing effort took their Employee Drive from 7 donors in 2015 to 182 donors in 2016 and increased their investment in our community by more than $18,000 over 2015. They increased their participation by 2500% totaling over $20,000 in contributions. United Way of the Wabash Valley cannot thank Hamilton Center enough for their efforts!

Passing on our PassionWhile presenting to the ONI Risk Partners, an employee who had never donated was “stuck” in the room after a luncheon and heard our presentation. When a reminder for pledges was sent a few day later that employee called from Florida to make his pledge for $5,000! He said he was impressed with our passion and purpose to make real changes to our community that has so many needs.

THANK YOU!

Bernice Helman – Coldwell Banker Troy Helman, Realtors; 2016 Board President, Past Campaign Chair

B.J. Riley – Tribune Star; Past President and Past Campaign Chair

Paul Rupska – IBEW

Claudia Tanoos – Terre Haute Economic Development; SB6 Chair, Past Campaign Chair

Greg Thoennes – Plumbers & Steamfitters Local 157

John Trueblood – Novelis

RICHARD D. NEWPORT AWARDRICHARD D. NEWPORT AWARDThis award is presented annually to the leader who, in the judgement of the Chairman, has piloted a new course toward increased participation in the United Way fund. In 2016 we had two individuals who went above and beyond in order to help support our United Way.

Mary Ann Clark with Hamilton Center – United Way Employee Campaign Coordinator

Jon Scherle with First Financial Bank – United Way Community Impact Committee and Campaign Account Manager

SOLOMON AWARDSOLOMON AWARDThe Solomon Award is presented annually to a leader in the community who has demonstrated extraordinary wisdom, responsiveness and flexibility in investing funding resources entrusted by donors to the United Way of the Wabash Valley.

Caroline Carvill with Rose-Hulman Institute of Technology – United Way Board Member and Community Impact Committee Chair, Strategic Planning Committee, Board Development Committee and Campaign Cabinet

BOARD MEMBERSBOARD MEMBERSWe would like to recognize the board members who ended their respective terms of service with us in 2016 and thank them for their service. Their impact on the board was tremendous and we appreciate all they did for our organization.

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CAR GIVEAWAY INCENTIVE

During the annual campaign we challenged the community to “Do More” and someone was rewarded for their efforts in Doing More. The United Way of the Wabash Valley gave away a 2017 Chevy Spark valued at $15,925 (MSRP) as part of their campaign giving incentive program. Terre Haute Chevrolet has donated a car as the campaign incentive sponsor for the past 6 years.

For every $25 a donor gave, above what they gave the year before, they received an entry in a drawing for a new 2017 Chevrolet Spark.

Increase participation in a workplace campaign by 20%, and each donor at the company received two additional entries, on top of any entries received by increasing their individual gift.

Over 1,300 donors stepped up…did more.48 companies met the challenge, producing nearly 400 more donors equaling 8,276 entries for the car.

Finalists: Beth Haley, Covered Bridge Don Sorbello, Hamilton Center

Our winner – John White, ISU Retiree

2016

VOLUNTEER LEADERSHIPBoard

Executive Committee

Bernice Helman, PresidentB.J. Riley, Board ChairDottie King, President-ElectDan Gmelich, TreasurerCaroline Carvill, CIC ChairLea Anne Crooks, Campaign ChairNancy Edgerton, AAC ChairBill Treash, Labor Chair

Board Development Committee

Dottie King, ChairCaroline CarvillBernice Helman

Strategic Planning

Committee

Steve Holman, ChairCaroline CarvillChristi FentonMarla FlowersBernice HelmanKristi HoweDeb Plummer-RingoJohn RoachB.J. RileyGreg Thoennes

Finance Committee

Daniel Gmelich, ChairKeith CarterMike CollinsMary Ann ConroyRob LundstromBernice HelmanB.J. RileyBrad Williams

Healthier by 2020!

Alia Shuck, Co-ChairAnnie Conley, Co-ChairAshanti BakerEvan BurkeDarleesa DossJill Dugan-MillerTiffany Macke

Megan MaxieMegan PenceDeb Plummer-RingoHicham RahmouniAmy TruebloodKate WebsterMajel Wells

Success by 6!

Claudia Tanoos, Co-ChairKaren Harding, Co-ChairHolly CurstingerKathy DealPeggy EppertJill EricksonChristi Fenton

Dora GarratonKristi HoweLiz MetzgerCarrie MolinderGail GottschlingAlpa PatelKymberli Payonk

Krissie PickeringEleanor RamseierShelly VicarsTonya WilliamsMary Yelton

Personnel Committee

Marla Flowers, ChairLea Anne CrooksMarc EvansBernice HelmannMick NewportB.J. RileyBill Treash

UWWV 2016 Annual Report 22

Campaign Cabinet

Lea Anne Crooks, Campaign Chair Kristi Howe, Campaign Co-Chair Marla Flowers, Division Chair Kim Marlow, Division Chair Dylan Riggen, Division ChairB.J. Riley, Division Chair Lee AkersAndrea Beyke

Caroline CarvilleKathy DealAbby DesboroJeff FisherDan GmelichNatalie GreenBrandon HalleckAmanda HogueJennifer Isbell-ScottSarah KearnsMitch LandessEric LiobisMarc LoreyTanya Natalie

Tom NewlinSonija RebeckEllen ReevesCourtney RicheyJon ScherleJennifer SchoffstallMichel StarkeyRobbin SummervilleJohn TruebloodRoberta WelieverKristy WhitacreChris WilliamsMary Yelton

Community Impact

Committee

Caroline Carvill, ChairStuart Powell, Co-ChairGordon AfdahlChristine BuckleyDerek ConnerNancy DowellNancy EdgertonAlan HarderKristi HoweSanthana Naidu

Hicham RahmouniBill RileyTonya SawyerJon ScherleAlia ShuckLori SparksMichel StarkeyMatthew TegtmeyerBob Wise

Marketing Committee

Hannah Farmer-Pruitt, ChairAbby Desboro, Co-ChairJenny HoffeditzChelsea LinderAshley PoffB.J. RileyAlia Shuck

Community Impact Review

Teams

Gordon Afdahl, Chair Alan Harder, ChairKristi Howe, ChairStuart Powell, ChairHicham Rahmouni, ChairTonya Sawyer, ChairJon Scherle, ChairAlia Shuck, ChairLori Sparks, ChairChristine Buckley, Co-ChairDerek Conner, Co-Chair

Nancy Dowell, Co-ChairNancy Edgerton, Co-ChairSanthana Naidu, Co-ChairBill Riley, Co-ChairMichel Starkey, Co-ChairMatthew Tegtmeyer, Co-ChairBob Wise, Co-ChairAlice AldersonJames AmodeoEva AndrijcicJames ArcherJim BakerMary Add Baker Mike BakerCarole BarrMatt BlairGayle BlandCheryl BlevensChelsea BurkeEvan BurkeDonna BuschAmy Bush

Tony ButwinBradley ChaneyAnnie ConleyJanice CoxHolly CurtsingerHeidi DahnkeHarold DavisKaren DavisKathy DealSusan DeckerWil DownsPaul EdgertonFern EdwardsDavid FriedrichSusan GuinnipKatherine HammettApril HayDeborah HumphreyJennifer Isbell-ScottFaith MaherJackie MathisGeorge McAfoos

Monica McNabbJohn McSweeney Brooks MooreKathryn MyersCindy OttsRyan PayonkAlpa PatelKymberli PayonkBrennan RandolphRachel RomasRoxann ScottMichael ScottRebecca StammKatie TackerTom ThomasJohn Trueblood Brittany Van HookMajel WellsEd WheelerJulie White

UWWV 2016 Annual Report 23

UWWV 2016 Annual Report 24

Vanguard Leadership Giving Society

Foundation: $1,000

Cornerstone: $2,500

Pillar: $5,000

Keystone: $7,500

Tocqueville Society: $10,000

Tocqueville Pillar: $25,000

VANGUARD GIVINGMembers of The Vanguard Leadership Giving Program are at the forefront of the United Way of the Wabash Valley. The Vanguard Society are those donors who contribute $1,000 or more to United Way each year and are truly dedicated to shaping our corner of the world today and tomorrow. By joining with these individuals, you will set and direct the course our community takes for years to come.

Those who did more and made today a little better.

KeystoneGregory and Amy Gibson

Richard and Kymberli Payonk

PillarLawrence R. Dultz and Margaret E. Pappas

Dan and Barbara Weber

Mark and Dawn Williamson

CornerstoneJameel Ahmed and Christine Buckley

Dr. Ron and Gloria Artigue

Patrick and Janice Board

Daniel and Cheri Bradley

Dennis and Valorie Callahan

Caroline Carvill

Rob and Tammy Coons

Donald Cooper

Steve and Lori Danielson

Susan C. Decker

Gary T. Harpenau

Terri Hill

Steven Holman

Wayne and Karen Hutson

Gary Morris

Tom and Laurice Newlin

B. J. and Mary Riley

Dr. William and Nancy Shriner

2 Anonymous Donors

VANGUARD DONORS

UWWV 2016 Annual Report 25

VANGUARD DONORSFoundationJohn R. Adkins

Pamela S. Alexander

Starla Ashby

Bob and Julie Baesler

Janetta M. Benton

Tamara Boland

Chantel Booth

Sharon and Dale Bremmer

Curt and Linda Brighton

Robert Brown

Richard Burger

Melvin Burks

Bridget Butwin

Edward Carne

Pat and Cori Carney

John C. Chaney

Scott Chapell

Steven and Wendy Chichester

Dr. John and Mrs. Elinor Cleveland

Michael W. and Debra Collins

Bart and Debra Colwell

James and Angela Conwell

Jesse and Sondra Cress

John and Lea Anne Crooks

Robert Davidson

Joe and Sue Dayhuff

Richard P. Ditteon

Dan and Debbie Doan

Wil and Joelle Downs

Brian and Karen Dyer

Paul and Nancy Edgerton

John and Carol Etling

Mary Fazekas

Al and Megan Finch

Dave and Janet Friedrich

James and Debra Goecker

Anthony Goldner

Thomas Gordon

Krista Grange

Angela Gray

Beverly Grubb

Pete and Donna Gustafson

Billy Hardas

Erik and Melinda Hayes

Troy and Bernice Helman

George L. Heubel Jr.

Mike and Carol Hickey

Slane Higginbottom

George Hiland

Gregory and Beth Hock

Steve and Carol Holliday

Kristi J. Howe

Jeffrey Johnson

Tim and Marsha Jones

Frank Jones

Terry W. Jones

Dr. Diane Jordan-Wagner

and James Wagner

Alan J . Kassis

Marc Keilman

Tamara King

Deanna King

Wayne and Dottie King

Jamey and Jennifer Kirsch

Dr. Roland and Jane Kohr

Mark and Joyce Krock

Jonathon Labayo

John Lnag

Cary and Norma Laxer

Marc and Dawn Lorey

Art and Rea Love

Norman and Britt Lowery

John and Karen Lukens

Neil and Claire Marchese

Kim J. Marlow

Kelly Marshall

Paul M. McCammon

William C. McFadden

Craig and Diann McKee

Bruce and Constance McLaren

Monica McNabb

Lu and Laney Meis

Becky Miller

Brian and Dorothy Mimms

Travis Montgomery

Karen Moore

John and Jane Morse

Dr. Michael J. and

Patricia A. Murphy

Chuck and Diana Nichols

Prakash and Anju Patel

John and Karen Perry

Mary Caye Pfister

Kenneth and Diana Pierce

John Plasse

Corey and Terri Potter

Josh and Susan Powers

Bob and Mary Beth Prox

Robert and Louise Prox

Elizabeth J. Puckerin

Drs. J. Robert and

Diana Quatroche

David Rader and Concetta DePaolo

Merrie Ray

Paula Reardon

Ronald G. Reeves

Eric and Lynne Reger

Robert and Terri Rendaci

Rob Riggins

Lawrence and Jane Rink

John and Tammy Roach, III

William and Michelle Robinson

Don and Nancy Rogers

John Rolison

Kevin and Emily Runion

Gregory Runyon

Jim and Trudy Rupska

Derek Saad

Douglas A. Samuelson

Thomas and Kathleen Sauer

Brent Schludecker

Alia Shuck

Lisa Spence

Paul M. Stanley

Gary and Renee Stewart

Chris and Karen Milienu

Jeffrey Stockton

Gina Stuart

Tim and Michelle Sturgess

James Sullivan

Kevin and Kathy Sutterer

Danny and Claudia Tanoos

Richard and Susie Thompson

Edward T. and Phyllis Turner, Jr.

Ann Venable

Charlie and Kim Welker

Eric Wiatt

Robert A. Wiemuth

Julia and Nick Williams

Brad and Jenny Williams

Jim Winning

Steve and Joy Witt

Joseph Wyman

Karla Zody

Sally Zuel

3 Anonymous Donors

UWWV 2016 Annual Report 26

LEADERSHIP DONORSCommunity Lead InvestorsBrenda Bonine

Karen Branam

Nancy Briggs

Jerry and Cindy Calandrilla

Allen and Carol Cheesman

Debra Kay Considine

William Cook

Jeff Cox

Robin Crumrin

Mark Dancheck

Barry and Joanne Davignon

John and Irma Davis

James and Nancy Dowell

Mark Emrick

Linda Ferguson

Robert D. Fox, Jr.

Amy Hock

Debbie Huckabee

Keegan Ireland

Don and Genine Ireland

Jennifer Isbell-Scott

Bill Kasselman

Craig and Debbie Kirk

Jerod Kizer

Mary Knox

Anita Lascelles

Danny Laughner

Mark and Lisa Lee

Jason A. Mackey

Lawrence and Patricia Mauer

Lorri McDowell

Elaine M. McVay

Hazel E. Miller

David and Cathi Myers

Lisa Pepperworth

Stephanie and Ross Poland

Douglas Ream

Bernie Rinehart

Roxann Scott

Michael Siemers

Ann Smith

Kathy Smith

Joseph Snellenberger

Deborah and Keith Thompson

Gail Thompson

Mark and Julie Toebbe

Bill and Teresa Treash

John Trueblood

Brad and Lisa Webster

Gloria and Tom Wetnight

Lori Wilson

Thomas J. Yeagley and Alpa Patel

Community InvestorsGordon and Linda Afdahl

Brian R. Andrews

Margie Anshutz

James and Mary Addison Baker

Willie Banks

Alan C. Barbour

Victoria and Gary Barrett

Jerrad Beckner

Karen Belskamper

Tiffany Bennett

Robert and Brittany Bennett

Jim and Pam Bertoli

Kerry L. Biddle

Jerry Bingle

Eric J. Blanc

Henry Boesiger, Jr.

Brian and Tracy Bonewell

Dan Brand

Kenneth C. Brauchle

Gerald W. Brian

James and Nancy Briscoe

Bryan Bromstrup

David Brown

Edward Browne

Grant and Lisa Bryant

Kenneth R. Campbell

James Campbell

Edith Campbell

Launa Carlen

Barbara Carlock

Ron Carpenter

Robert Casad

Linda Castor

Bruce Chapman

Cheryl Chappell

Mary Ann Clark

Bruce Clark

Dabren Clark and Dan Slack

Jami Clayton

Janette Cole

Stephen A. Collins

Michelle Comer

Mary Ann Conroy

Clayton D. Cooke

Beverly Cork

Keegan Cornwell

Kevin Corzine

Justin Cottrell

David Cowdrey

Kristin Craig

Kenneth and Pamela Crane

Brent Crane

Jeffrey Crews

Frank Crist

Rebecca Curry

Holly and Kyle Curtsinger

Larry Dal Sasso

Ron and Marsha Danielson

Shawn Decker

Tina M. Denbo

Samuel L. Deters

Donald Devreese

Ross Didier

Jeremy and Erin Dix

Mark Dobrzynski

Hannah and Nicholas Donatucci

Bart Duesdieker

Jill Dugan-Miller

Ross DuVall

Michelle and Michael Earley

James and Diana Edwards

Amy Ennen

Dr. and Mrs. Eugene Epplin

Kristina Ervin

Teresa Everett

Michael and Jo Linn Fack

Ryan and Ashley Falconbury

William Ferree

Rebekah Foltz

Gary Fortune

Paul H. Foster

Robert D. Fox, III

Ed Funk

Mark and Susie Fuson

Bettina M. Galey-Horrall

Michael D. Gallagher

Paulette Gaskill

Thomas Gilbert

Douglas Gillespie

Daniel G. Gmelich

Joshua Goff

Rebecca and Elton Graves

Community Lead Investor $750Community Investor $500

UWWV 2016 Annual Report 27

Kathy Gregg

Michelle Gutish

Andrea Gwyn

Jane A. Hadley

James and Valerie Hair

David Hall

James Hallahan

Brandon Halleck

Brady and Angi Hansel

Diane Hanson

Chad Harden

David and Karen Harding

Lynn Hare

Jennifer Harrah

Jim and Mary Harrison

TJ and Cindy Hart

Tim and Gail Hayes

David and Nancy Haynes

Colin Heap

Chris Hettinger

Laurie Hill

Wendy Hill

Brian Hinshaw

Connie Hire

Amanda and Chris Hogue

Steve and Sun Holehan

Jennifer Holmes

Lori Horrall

Wendy Horsley

Chris Hudson

Donald Humphreys

Wes and Danielle Isbell

Gloria E. Jackson

Penny Jackson

Mark and Michelle Jahn

Susan Jarvis

Kevin Jerrell

Bryan K. Johnson

Mark R. Johnson

Daniel Johnson

Todd Jones

Dan Jordan

Lisa Juras

Crystal Keith

Mylissa Kimmell

Michael King

Josh King

Eric King

Jimmy R. King

Todd Kinnett

Ted and Sarah Kissinger

Wayne Knight

Stephanie Krull

Amanda Lair

Mitch and Stephanie Landess

Brian Lane

Kevin and Stephanie Lanke

Jerry Laue

Chad Lindsay

Michael Vastola and

Jessica Livingston

Gregory Livvix

Julius and Kathryn Loeser

Jamie Lowe

Jason Lowrance

Tiffany Macke

John Maierle

Linda Marrs-Morford

Kyle R. Marshall

Paul Haynes and Linda Maule

Boice and Phyllis McCain

Bill and Elizabeth McCarty

Michael D. McFadden, Jr.

Josephe McKanna

Randy McKean

Susan McPheeters

Gregory Meiners

Kathy Miley

Alan and Kim Miller

Gary M. Miller, Sr.

Christina Minton

Jana Mishler

Diana Mitchell

Jodi Moan

Michael and Mary Moloney

Dewayne Monnett

Megan Montague

Lori Moon

Lisa Moore

Ruth Moore

Danny Morris

Edward and Nancy Mottel

James M. Mulvaney

Stacey Muncie

Matthew Myers

James Natalie

Emma Jean Neal

John and Marjorie Newlin

Jeff and Maria Nickels

Travis S. O’Dell

Michael Ornduff

Kathy Pallutch

Jason Parker

David Peabody

Chuck Pearman

Shea Perelle

Mike Petrowski

Heather Pfrank

Mike Phillips

Jan A. Pink

Stephen D. Pirtle

Shawn Pohlman

Erin Powell

Josh and Susan Powers

Hicham Rahmouni

Todd Receveur

Jerry Rector

Jeffrey K. Redman

Ellen and Leonard Reeves

Adam Rendaci

Chris and Erma Reynolds

Terry W. Rhuebottom

Frank and Julie Rice

Kevin and Deborah Ringo

Anthony Rittman

Mara, Jace, Zada and Kira Russell

Jonathan and Natalie Scherle

Jay Schinkel

Alisa Scholl

Brian Schutter

Robert W. Shapuras

James M. Sharp

Shannon Shelton-Corzine

Robert Shotwell

Sunni Shultz

Jay Singer

Kenneth E. Slater, Jr.

Douglas Smith

Patrick W. Smith

David Snapp

Henry and Natali Stadler

Bryan Stallings

Rebecca Stamm

Patti Steman

Stephanie Strohl

Leslie Stultz

Roscoe and Patricia Surber

Connie L. Swalls

Daniel C. Swift

Gary and Leann Taflinger

Michael and Christina Richardt

Gerald and Sarah Taney

Charles H. Taylor, II

Tracy Thomas

Mary Ann Thompson

John W. Thompson

Carol Thompson

John and Brittney Timm

W.A. and Jacquelyn S. Trinler

Matthew Vauters

Dave and Joan Voltmer

Todd S. Weber

John J. Wessol

Richard White

Lauren and Jason Whitfield

Tonya Wilbanks

Kristi Williams

Chris Williams

Michael Williamson

Erica Wilson

Luthea Wilson

John E. Wilson

Wesley and Julie Wonderlin

Chris and Brandee Wood

Pamela Yates

Margo Yeargin

Debra Yeargin

Terry D. York

6 Anonymous Donors

Community Investors

28

FINANCIAL OUTLOOKASSETSCash & Cash Equivalents $172,541 $527,015

Investments $554,033 $529,193

Beneficial Interest in Assets Held by Others $290,751 $276,984

Grant Recievable $161,005 $ -

Pledge Recievables

2016–2017 $665,299 $ -

2015–2016 $239,640 $658,155

2014–2015 $ - $187,022

$904,939 $845,177

Less Uncollectibles $156,838 $186,928

$748,101 $658,249

Property & Equipment Office Furniture & Equipment $68,945 $68,945 Auto & Trailers $10,554 $11,554 Leasehold Improvements $11,043 $ -

$90,542 $80,499

Less Accumulated Depreciation & Ammortization $67,851 $64,455

$22,691 $16,044

Other Assets

Automobile for Giveaway $11,500 $12,525

Interest Recievable $401 $401

$11,901 $12,926

Total Net Assets $1,961,023 $2,020,411

LIABILITIESAccounts Payable $13,046

Designations to Other Organizations $409 $6,052

Payroll and Related Liabilities $1,198 $932

Total Liabilities $14,653 $6,984

NET ASSETS $1,946,370 $2,013,427

TOTAL LIABILITIES & NET ASSETS $1,961,023 $2,020,411

2016 AUDITED FINANCIAL STATEMENT2016 2015

Our 2016 Audited Financials and IRS Form 990 can be found on our website at www.uwwv.org.

It has been over 10 years since United Way of the Wabash Valley published Audited Financials as part of our Annual Report. In the same effort to change our face and build accountability and trust, our Board recognizes the value of open transparency and clear statements regarding our financial outlook.

Our organization remains strong, but has financial challenges that must be addressed for the long-term security of our community-building mission. If we are being transparent, we must disclose that these net assets are some 20% less than 10 years ago. Also, our source of revenue has shifted in that same time frame. Just 10 years ago, more than 98% of United Way of the Wabash Valley revenue came from workplace employee, corporate and individual contributions; today, this has dropped to 78%. Our assets would be less without the work to make up this loss with secured sponsorships and grants.

Without the recognition of the value of our work in the community within the very businesses that thrive here, our financial outlook will continue on the current path. Our Board has chosen a path to reestablish strong relationships with our local businesses and ensure our mission is known and valued throughout the community as a vital step in securing a strong financial outlook for the organization.

UWWV 2016 Annual Report 29UWWV.ORG

THANKS FOR ANOTHER GREAT YEAR!