GIVE. ADVOCATE. VOLUNTEER.
LIVE UNITED
2007-08 ANNUAL REPORT
OUR
MISSION
To improve lives by mobilizing the caring power of communities.
OUR
VISION
To engage all citizens to work together to build healthy, safe, caring and strong communities.
With a planned gift to Heart of Florida United Way, you can combine your desire to give charitably with you your ur overall financial, tax and estate planning goals. Your generosity will leave a lasting legacy that helps those in need for years to come. For more information atiion on Planned Giving, Giving call (407) 835-0900, 835 0900 ext. ext 238. 238
SPECIAL THANKS TO MEDIA PARTNERS
We wish to extend very special thanks to our friends and partners in the media. As good and faithful stewards of community nityy resources, we ensure that dollars donated to United Way are used to support and fund programs and people in need. Therefore, it is our policy not too buy b advertising. Instead, we rely on the generosity of local media partners to help us raise awareness of critical needs, and the gold standard darrd of community giving – United Way. It is with deep gratitude we recognize the support of our key media partners in 2007-08: Orlando Sentinel & El Sentinel – The Orlando Sentinel provided extensive advertising support, including several newspaper per ads, special inserts and post-it promotions for the campaign and Chef’s Gala. In addition, former publisher Kathy Waltz did a terrific job serving as our 2007-08 campaign chair. We’re also very grateful to Senior Vice President and General Manager Avido Kahaifa, who serves on our Board of Directors rs and a is a great supporter. a produced and aired Bright House Networks – Bright House Networks broadcast public service announcements (PSAs) for the campaign. Theyy also en a dedicated friend. Chef’s Gala PSAs and produced a promotional video for the event. Bright House Networks President, Chris Fenger has been He co-chaired Chef’s Gala, led a great fundraising campaign and serves on our Board of Directors. tory Celebration. For the WKMG Local 6 – WKMG produced our 2007-08 campaign kick-off video, as well as a campaign PSA and a video for our Vict Victory second year in a row, news anchors Lauren Rowe and Bob Frier served as emcees for the Victory event and really energized ed the t celebration. We also extend sincere thanks to WKMG General Manager Henry Maldonado, who lent his guidance and expertise as a member of ou ourr campaign cabinet.
Additional media support was made possible by these outstanding corporate partners: Apopka Chief East Orlando Sun Central Florida News 13 El Nuevo Dia Insight East Orlando La Prensa Lifestyle Publications Mix 105.1 Orlando Home & Leisure Orlando Magazine Orlando Times Osceola News Gazette Southwest Orlando Bulletin Telemundo WESH News Channel 2 West Orange Times WFTV 9 Family Connection
A copy of the official registration (#ch214) and financial information may be obtained from the division of consumer services by calling toll-free 800-435-7352 within the state. Reg Registration gistration does not imply endorsement, approval, or recommendation by the state.
“I LIVE UNITED by serving on the United Way Board, volunteering at Shepherd’s Hope Clinic, guiding a building project at my church and volunteering as a Junior Achievement teacher.” C. Josef Ghosn, Ed.D. V.P. for Strategic Planning, Florida Hospital
TABLE OF CONTENTS Message from Chairman of the Board and President/CEO ...............................................................4 Heart of Florida United Way Board of Directors..............5 2007-08 Campaign Highlights......................................6 Alexis de Tocqueville Society..........................................8 Success Story ..............................................................11 Loaned Executive Program ..........................................12 Total Resources ...........................................................14 Statement of Financial Position ..................................15 Success Story ..............................................................15 Fund Distribution Process ...........................................16 Heart of Florida United Way 2007-08 Agency List........17 Success Story ..............................................................17
Area Areas as of Care & Lives Touched ....................................18 Succ ce Story ..............................................................19 Success Unit ted Way Stewardship Program ...............................20 United Unit ted Way Volunteer Resource Center ........................20 United Unit ted Way 2-1-1 & Elder Helpline ..............................21 United Unit ted Way Gifts in Kind Center .................................22 United Ryann W White Part B/General Revenue Program .............23 Extr aC ExtraCredit – Earned Income Tax Credit (EIT C) Program ............................................................23 (EITC) Unit ted Way Women’s Leadership Initiative ..................24 United The Ye Year In Review .....................................................25 Inve est in Results ....................................................26 Investing Unit ted Way Research Reveals Central United Flori idi Floridians’ Top Concerns .............................................27
A MESSAGE FROM THE CHAIRMAN OF THE BOARD AND PRESIDENT/CEO
If it’s true that a community can be judged by the way it responds to the needs of its least-fortunate citizens, then Central Floridians have many reasons to be proud. With your generosity and support, local United Way partner agencies helped thousands of children, families, senior citizens, disabled people and others lead healthier, happier lives. We are particularly grateful to 2007-08 Campaign Chair Kathy Waltz whose efforts garnered tremendous community support. Thanks to her leadership, more than 450 local companies ran workplace campaigns and helped boost our fundraising total to more than $17,757,000. It’s a major achievement, not just because it marked the third straight year of increased campaign growth, but because it also demonstrates the tremendous trust and support we receive from our community. The past year also brought change and innovation to the way we serve our community. In June we concluded nearly two years of careful research and planning, which led to our adoption of a new strategic model, known as Investing in Results. Michael L. Harding Chairman of the Board, Heart of Florida United Way Orlando Managing Partner, Deloitte & Touche LLP
It’s a bold new direction for our organization - one that’s focused on preventing problems before lives are ruined and ripple effects are felt across our tri-county area. We’re excited about this transformation because it provides a new blueprint for how our community can work together to move the needle on critical problems. To determine the most pressing issues facing our region, we worked with UCF researchers to survey more than 3,000 Central Floridians. Speaking in a unified voice, residents expressed their top concerns. This feedback led to the creation of four new focus areas, which will guide our work in coming years. These include:
THIS IS AN
- Developing Healthy Children and Families - Building Safe Communities - Improving Financial Stability - Alleviating Hunger and Homelessness
ENERGIZING, DYNAMIC TIME
FOR OUR ORGANIZATION
Another major achievement was the launch of the United Way Women’s Leadership Initiative that’s focusing on the needs of women and children. Chaired by Helen Donegan, UCF Vice President of Community Relations, and guided by The Council of Women, the initiative is focusing new attention on critical challenges facing at-risk women and children. Robert H. (Bob) Brown President/CEO Heart of Florida United Way
This is an energizing, dynamic time for our organization, and achieving the change we envision will require support from all segments of our region. That’s why we hope you’ll be inspired to join us as we work to build a healthier, safer community for all. Sincerely,
Michael L. Harding
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Robert H. (Bob) Brown
HEART OF FLORIDA UNITED WAY 2007-08 BOARD OF DIRECTORS Chairman of the Board Mr. Michael L. Harding Orlando Managing Partner Deloitte & Touche LLP
Treasurer Mr. Timothy N. Hyslop Senior Vice President, Sr. Credit Products Manager Wachovia Bank (Retired)
Secretary Mr. Avido Khahaifa Senior Vice President & General Manager Orlando Sentinel
Mr. Mark Censoprano Senior Vice President Culinary & Beverage Darden Restaurants, Inc.
Mr. Dave Krepcho President & CEO Second Harvest Food Bank of Central Florida, Inc.
Mr. Stephen Fan General Manager China Pavilion at Epcot®
Ms. Jean D’Meza Leuner, Ph.D, RN Director and Professor College of Health & Public Affairs School of Nursing University of Central Florida
Mr. J. Christian Fenger President Central Florida Division Bright House Networks Mr. Donald W. Gately District Manager UPS Central Florida District Mr. C. Josef Ghosn, Ed.D. Vice President of Strategic Planning Florida Hospital Ms. Roseann Harrington Vice President of Marketing, Communications & Community Relations OUC – The Reliable One Ms. Stephanie Howell Orlando Director, Client Development and Marketing Baker & Hostetler LLP Ms. Sherri Keller President Communication Workers of America
Patricia Maddox President & CEO Winter Park Health Foundation Chief Michael McCoy Director of Public Safety Orange County Government Mr. John Moskos Central Florida President, Bank of America Market Executive, U.S. Trust, Bank of America Private Wealth Management Mr. Sam Pero Regional Director of Retail Operations Publix Super Markets, Inc. Mr. Gary C. Sain President & CEO Orlando/Orange County Convention & Visitors Bureau, Inc.
President/CEO Robert H. Brown Heart of Florida United Way
Mr. Kevin A. Sheehan Vice President, Business Development Strike Weapons Lockheed Martin Missiles and Fire Control Mr. Jacob Stuart President & CEO The Central Florida Partnership Mr. Keith Swider Director of Business Analysis SeaWorld | Aquatica | Discovery Cove Ms. Donna Templin Manager, Basics: Cast Services Support Walt Disney World Resort (Retired) Ms. Linda Warren Executive Vice President Products and Services Planning and Development Walt Disney World Parks & Resorts Mr. Richard A. Watkins Senior Vice President, Private Wealth Management SunTrust Banks, Inc. Mr. Bill Wilson Executive Partner Holland & Knight LLP Mr. Gary Woodrell Vice President, Refractive Manufacturing Operations Alcon
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CAMPAIGN HIGHLIGHTS 2007-08 The Heart of Florida annual campaign is divided into 17 divisions, based on various tri-county business segments. Of the more than 450 companies participating in the campaign, the following recognizes the overall largest contributors, as well as the top-10 division leaders.
Kathleen M. Waltz
2007-08 Campaign Chair Heart of Florida United Way Thanks to Kathy Waltz’s strong leadership, Heart of Florida United Way’s 2007-08 campaign raised $17,757,000 – representing a one-year increase of more than $400,000 and the third consecutive year of campaign growth. More than 2,500 people participated in the campaign, including employees from 450-plus companies who hosted golf tournaments, special events and team-building fundraisers. Thanks to Publix Super Markets Charities, our local United Way received its first-ever $1 million corporate gift. Year after year, Publix and its associates are enthusiastically committed to the campaign and making a difference in our community. Another highlight was the first-ever sell-out of the United Way Chef’s Gala, hosted and sponsored for the past 16 years by Walt Disney World®. It was a dazzling event that broke records for attendance and revenue – more than 1,300 people attended and more than $208,000 was raised. Each business and organization listed on these pages provided exemplary campaign support and leadership within their respective industries. We would like to thank and acknowledge them, as well as companies that donated time, talent and dollars to the campaign.
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Top Giving Organizations Contributing $100,000 or more: 1. Walt Disney Company 2. Publix Super Markets, Inc. 3. Lockheed Martin, Inc. 4. Darden Restaurants, Inc. 5. SunTrust Banks, Inc. 6. Orange County Government 7. Siemens Power Generation, Inc. 8. at&t 9. UPS 10. Bank of America 11. Enterprise Rent-A-Car 12. Orlando Sentinel 13. Florida Hospital 14. Tupperware Brands Corporation 15. EMBARQ 16. University of Central Florida 17. OUC–The Reliable One 18. FedEx 19. Fifth Third Bank 20. Wachovia Bank 21. McLane Suneast 22. Orlando Health 23. SeaWorld | Aquatica | Discovery Cove 24. Seminole County Public Schools 25. Alcon 26. Universal Orlando 27. Macy’s 28. CNL Financial Group, Inc. Building and Design Arts 1. Brasfield & Gorrie, LLC 2. PBS&J 3. Palmer Electric 4. Williams Company 5. PCL Construction Services, Inc. 6. Ring Power Corporation 7. C.T. Hsu + Associates, P.A. 8. Helman Hurley Charvat Peacock Architects, Inc. 9. RLF, Inc. 10. Duke Realty Corporation
Business and Industry 1. Orlando Magic 2. Progress Energy Florida, Inc. 3. The Fishel Company 4. Cessna Aircraft Company 5. Woodlawn Carey Hand 6. Massey Services, Inc. 7. FMC Technologies 8. Coca-Cola North America 9. Southeastern Container, Inc. 10. Greater Orlando Aviation Authority Combined Federal Campaign 1. NAVAIR Orlando Training Systems Division 2. US Army PEO STRI 3. USPS - Orlando P&DC 4. Orlando VA Medical Center 5. USPS - Mid-FL P&DC 6. USPS - Orlando/Orlo Vista 7. Federal Correctional Complex, Coleman 8. USPS - Central Florida District 9. Transportation Security Administration 10. USPS - Orlando/Lee Vista Financial Services 1. Regions Bank 2. JPMorgan Chase Co. 3. The Bank of New York Mellon Corporation 4. Wells Fargo Financial 5. GE Capital 6. Raymond James & Associates, Inc. 7. The Hartford Insurance Group 8. Liberty Mutual Insurance Company 9. Washington Mutual 10. Colonial Bank Florida State Employees Charitable Campaign (FSECC) 1. University of Central Florida 2. DOT—Florida’s Turnpike Enterprise 3. DEP—Central District Office 4. DOH—Orange County Health Department 5. JAC—State Attorney’s Office – 9th Circuit
6. SCS—9th Circuit Court Administration 7. DC—Probation/Parole Services – Orlando 8. DOR—Child Support Enforcement Orange County 9. Department of Children and Families 10. DJJ—Orange Regional Juvenile Detention Center Foundations 1. Morgridge Family Foundation 2. Elizabeth Morse Genius Foundation 3. Gordon J. Barnett Memorial Foundation 4. A Friends’ Foundation Trust 5. The Kimball Foundation 6. James E. & Mary E. Harper Charitable Foundation 7. Roberts Family Fund 8. CIGNA Foundation 9. Clifford & LaVonne Graese Foundation 10. New York Life Foundation Health Care 1. Blue Cross and Blue Shield of Florida 2. Adventist Health System 3. Health Central 4. Merck & Merck-Medco 5. United Healthcare of Florida 6. Central Florida Regional Hospital 7. Invacare Corporation 8. Florida Radiology Associates 9. Otto Bock Health Care 10. CuraScript High Tech 1. Sprint 2. Convergys – Information Management Group 3. Northrop Grumman Corporation 4. Smart City Telecom 5. Metavante Corporation 6. Nuvox Communications
7. 8. 9. 10.
IKON New Business Solutions, Inc. IBM Corporation General Dynamics C4 Systems
Hospitality 1. AAA National 2. Marriott International, Inc. 3. Walt Disney World Swan & Dolphin Resort 4. Hyatt Regency-OIA 5. Orlando/Orange County Convention & Visitors Bureau 6. Grand Cypress Resort 7. Hyatt Regency Grand Cypress 8. The Peabody Orlando 9. Hilton at Walt Disney World Resort 10. Doubletree Guest Resorts Labor Unions 1. American Federation of Government Employees (AFGE) 2. American Federation of State, County and Municipal Employees (AFSCME) 3. Central Florida Building Trades Council 4. Communication Workers of America (CWA) Locals 3108 and 2385 5. Craft Maintenance Council 6. Int’l. Association of Fire Fighters (IAFF) Locals 1365, 2057 and 2117 7. Int’l. Brotherhood of Electrical Workers (IBEW) Locals 606, 1042 and 2000 8. Service Trades Council 9. Seminole Education Association and Support Professionals (SEA) Local 7457 10. United Auto Workers (UAW) Local 788 Media 1. 2. 3. 4. 5. 6. 7. 8. 9. 10.
Bright House Networks Comcast Fry Hammond Barr Wall Street Journal Engauge Ron Sachs Communications WESH-News Channel 2 The Orlando Times National Advertising Co. The Rickinson Group
Nonprofits and Agencies 1. Heart of Florida United Way 2. The Center for Drug Free Living, Inc. 3. Quest, Inc. 4. Boys & Girls Clubs of Central Florida 5. Community Coordinated Care for Children, Inc. (4C) 6. Coalition for the Homeless of Central Florida, Inc. 7. Children’s Home Society of Florida, Central Florida Division 8. The Diocese of Orlando 9. Florida’s Blood Centers 10. Lakeside Behavioral Healthcare, Inc. Osceola County 1. Osceola County Public Schools 2. Lowe’s Companies, Inc. 3. City of Kissimmee 4. PepsiCo Beverages & Foods 5. JELD-WEN, Inc. 6. City of St. Cloud 7. St. Cloud Regional Medical Center 8. Coggin Pontiac-GMC-Buick of Kissimmee 9. South Florida Water Management District 10. Osceola County Council on Aging Professionals – Accounting Firms 1. Deloitte & Touche LLP 2. Ernst & Young LLP 3. PricewaterhouseCoopers, LLP 4. Averett Warmus Durkee Bauder & Thompson 5. Cross Fernandez Riley LLP 6. RSM McGladrey/McGladrey & Pullen 7. KPMG LLP 8. Strombeck Consulting, Inc. 9. Osburn Henning & Company 10. Geller Ragans James Oppenheimer & Creel Professionals – Law Firms 1. Lowndes, Drosdick, Doster, Kantor & Reed, P.A. 2. Holland & Knight LLP 3. Baker & Hostetler LLP 4. Rissman Barrett Hurt Donahue & McLain, P.A. 5. Akerman Senterfitt Attorneys at Law 6. Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A. 7. Shutts & Bowen LLP 8. Winderweedle, Haines, Ward & Woodman, P.A. 9. Walter P. Moore and Associates 10. Bogin, Munns & Munns, P.A.
HEART OF FLORIDA UNITED WAY 2007-08 CAMPAIGN CABINET Each year outstanding community leaders from various professions step up to help guide and direct United Way’s annual fundraising campaign. Each division is led by a Campaign Cabinet member who assists in the planning and execution of this extensive effort. We extend special thanks to these committed, civic-minded individuals: Public Service and Education 1. Orange County Public Schools 2. City of Orlando 3. Houghton Mifflin Harcourt, Inc. 4. Reedy Creek Improvement District 5. Valencia Community College 6. Seminole Community College 7. Rollins College 8. City of Altamonte Springs 9. Seminole County Government 10. Enterprise Florida, Inc. Retail 1. 2. 3. 4. 5. 6. 7. 8. 9. 10.
JCPenney Target Corporation Coggin Automotive Group Costco Wholesale Dillard’s, Inc. Best Buy Wal-Mart Nordstrom CVS Pharmacy Distribution Neiman Marcus
Top Companies for Individual Leadership Givers Individuals donating between $1,000 and $9,999. 1. Walt Disney Company 2. Publix Super Markets, Inc. 3. Lockheed Martin Corporation 4. Darden Restaurants, Inc. 5. Siemens Energy, Inc. 6. SunTrust Banks, Inc. 7. Orange County Government 8. Tupperware Brands Corporation 9. Fifth Third Bank 10. Bank of America
Campaign Chair Kathleen M. Waltz Building/Design Arts C.T. Hsu Managing Principal C.T. Hsu + Associates, P.A. Business and Industry Debbie Clements Community Relations Mgr. Progress Energy Florida, Inc. Financial Services Ed Timberlake Chairman Central Florida Board Seaside National Bank & Trust Health Care Maureen A. West President MWest & Associates High Tech Randy Berridge President Florida High Tech Corridor Council Hospitality Gary Sain President and CEO Orlando/Orange County Convention & Visitors Bureau Leadership Giving Richard Watkins Senior Vice President Private Wealth Management SunTrust Banks, Inc. Loaned Executive Program Lillian Garcia Senior Vice President & Chief HR Officer Tupperware Brands Corporation Worldwide
Media and Advertising Pete Barr (Co-chair) Partner Fry Hammond Barr Henry Maldonado (Co-chair) General Manager WKMG Local 6 Nonprofits and Agencies Margaret Skene CEO Girl Scouts of Citrus Council Professional (Accounting Firms) Jason Greene Vice President Randall Ellington SmartWealth Professional (Law Firms) Hal Kantor Partner Lowndes, Drosdick, Doster, Kantor & Reed, P.A. Public Service Howard Tipton Chief Administrative Officer Office of Lydia Gardner Orange County Clerk of Courts Retail (Malls) Steve Jamieson General Manager Mall at Millenia Retail (Corporate) George Williams Store Manager JCPenney United Way Council of Women Helen Donegan Vice President Community Relations University of Central Florida
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ALEXIS DE TOCQUEVILLE INVESTORS United Way’s Alexis de Tocqueville Society recognizes the generosity of individuals contributing at the highest levels of personal giving. With an annual gift of $10,000 or more, these caring philanthropists exemplify an outstanding commitment to improving the quality of life in Central Florida.
LA TABLE RONDE DES MILLIONS DE DOLLARS “ . . . MEMBERS ACHIEVE MEASURABLE RESULTS IN RESOLVING ISSUES . . .”
La Table Ronde des Millions de Dollars recognizes individuals contributing $1,000,000 or more to Heart of Florida United Way.
The society is named after French aristocrat Alexis de Tocqueville, who wrote admiringly of the American effort for the common good. Through the Alexis de Tocqueville Society, members achieve measurable results in resolving issues confronting our community’s children, families, seniors and overall well-being. Heart of Florida United Way Alexis de Tocqueville Society thanks and recognizes individuals for their commitment to delivering results in our community.
Ted Crowell
Dr. P. Phillips
Dr. Nelson Ying Helen & Richard DeVos
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RDV Sports Foundation
Contributed in the name of the Baron & Baroness of Balquhain Ying of Balquhain
LA SOCIÉTÉ NATIONALE
La Société Nationale recognizes individuals contributing $100,000 to $999,999 to Heart of Florida United Way. “By chairing the United Way Board of Directors and the Orlando Science Center Board of Trustees, I strive to give back to the community through many aspects of my professional and personal life. That’s how I LIVE UNITED.”
John & Carrie Morgridge Morgridge Family Foundation
ORDRE DE FRATERNITÉ
Ordre de Fraternité recognizes individuals contributing $75,000 to $99,999 to Heart of Florida United Way.
Michael L. Harding Orlando Managing Partner, Deloitte & Touche LLP
Jim & Dayle Seneff
,
CNL Financial Group, Inc.
ORDRE D’EGALITÉ
Ordre d’Egalité recognizes individuals contributing $50,000 to $74,999 annually to Heart of Florida United Way. Joe R. Lee Darden Restaurants, Inc.
Clarence Otis, Jr. & Jacqueline Bradley Darden Restaurants, Inc.
Mr. & Mrs. W.E. Jock Spears
ORDRE DÉ LIBERTÉ
Ordre dé Liberté recognizes individuals contributing $25,000 to $49,999 annually to Heart of Florida United Way. Wayne P. & Dr. Robin Roberts Community Foundation of Central Florida
Gary & Erika Woodrell Alcon
Mr. & Mrs. Charles E. Bosserman
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ALEXIS DE TOCQUEVILLE INVESTORS
MEMBERS DE LA SOCIÉTÉ
Members de la Société recognizes individuals contributing $10,000 to $24,999 to Heart of Florida United Way.
ALEXIS DE TOCQUEVILLE “I must say that I have seen Americans make great and real sacrifices to the public welfare; and have noticed a hundred instances in which they hardly ever failed to lend faithful support to one another.”
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Carol & Barney Barnett John J. Carelli Lee & Priscilla Cockerell Meg & Rich Crofton Roy & Patricia Disney Mr. & Mrs. William T. Dymond, Jr. Stephen Fan Michael Fleming Jeff Gordon Michael & Terri Harding Jerry & Peggy Hilbrich Bob A. Iger & Willow Bay Howard Jenkins Pat & Audrey Knipe Harriett & Hy Lake John & Rita Lowndes Daniel M. & Mary Jean Lyons Andrew & Paula Madsen Thomas McDaniel David Lee Neel Richard & Mary Nunis Nick Pope & Patricia Siggelkow-Pope Marty Rubin Michael & Theresa Ryan Mr. & Mrs. John E. Thorsen III Robert & Cheri VanderWeide Kathy M. Waltz & William Raffel Al & Doreen Weiss
Publix Super Markets, Inc. Ernst & Young LLP Walt Disney Company Walt Disney Company Walt Disney Company Lowndes, Drosdick, Doster, Kantor & Reed, P.A. China Pavilion at Epcot® Merrill Lynch Deloitte & Touche LLP The Diocese of Orlando Walt Disney Company Publix Super Markets, Inc. Lowndes, Drosdick, Doster, Kantor & Reed, P.A. Darden Restaurants, Inc. Darden Restaurants, Inc. Coggin Automotive Group New Business Solutions, Inc. Lowndes, Drosdick, Doster, Kantor & Reed, P.A. Smart City Telecom Lowndes, Drosdick, Doster, Kantor & Reed, P.A. Raymond James & Associates, Inc. VanderWeide Family Foundation Walt Disney Company
SUCCESS STORY
STANDING ON HER
OWN TWO FEET
Alberta* just wants to stand on her own two feet. That’s not much to ask considering the dozens of years she spent in front of a stove preparing thousands of meals for friends, family, church members and others.
One such Seniors First program is Meals on Wheels, which provides Alberta and hundreds of other local senior citizens nutritious breakfasts and hot lunches on a regular basis.
Though visitors to her home are no longer met by the aroma of stuffed peppers, blueberry pie or her famous pound cake, they are greeted by a smiling senior citizen who’s determined to maintain her independence and home address.
Alberta looks forward to the meals, as well as the visits from thoughtful Meals on Wheels volunteers. She also appreciates help from neighbors and family members who look in on her daily, enabling her to continue living comfortably at home.
At 95, Alberta has a difficult time standing for long periods of time, but her spirits are bright and she’s in good health. With the help of Seniors First, a United Way partner agency that enhances the quality of life for Orange County senior citizens through nutrition, home improvement, and support services, she’s still able to live on her own.
Thanks to this network care and community assistance, made possible in part by United Way support of Seniors First, Alberta’s still standing strong. * To protect the client’s identity, neither her name nor photo have been used.
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UNITED WAY LOANED EXECUTIVE PROGRAM Each year, businesses dedicated to making a difference lend their brightest and best employees or provide sponsorship funds to support the United Way Loaned Executive Program. Loaned Executives become an integral part of annual fundraising efforts, working alongside the United Way Resource Development team in coordinating successful workplace giving campaigns at more than 450 local companies. Under the dedicated leadership of Lillian Garcia, Executive Vice President and Chief Human Resources Officer for Tupperware Brands Corporation Worldwide, the program grew to new heights in 2007-08. In all, 25 Loaned Executives donated their time, talent and expertise to a 12-week fall campaign, boosting it past the $17.75 million mark and enabling United Way to more effectively leverage community dollars. At the end of the campaign, these professionals returned to their companies with enhanced business skills and greater engagement in community issues.
“We are very appreciative of the opportunity to sponsor Heart of Florida United Way’s Loaned Executive Program. It gives much-needed assistance to United Way’s operations, while providing the executive with a rewarding, fulfilling experience that makes a direct and meaningful difference in the lives of others.” Mark Censoprano Senior Vice President - Culinary & Beverage Darden Restaurants, Inc.
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HERE’S WHAT SOME OF OUR LOCAL BUSINESS LEADERS SAY ABOUT THE PROGRAM:
“The Loaned Executive Program is an invaluable tool for developing company leaders with compassion for the needs of people and community.” Lillian Garcia Chair, Loaned Executive Program Executive Vice President and Chief Human Resources Officer Tupperware Brands Corporation Worldwide
“The Loaned Executive Program is a win-win situation for the employee, for our company and for United Way. It is an opportunity to develop rising talent by giving them new skills, new connections and a better understanding of how our organization is linked to the community we serve. The employee benefits, the company benefits, and ultimately, so does the entire community.” Ken Ksionek General Manager & CEO OUC –The Reliable One
LOANED EXECUTIVES AND SPONSORS
Heart of Florida United Way would like to thank the following companies and individuals who participated in the 2007-08 Loaned Executive program: OUC–The Reliable One Boys & Girls Club of Central Florida, Inc. Boys & Girls Club of Central Florida, Inc. Walt Disney Company Walt Disney Company Publix Super Markets, Inc. FedEx UPS Darden Restaurants, Inc. Tupperware Brands Corporation Tupperware Brands Corporation Challenger Gray & Christmas, Inc.; Lee Hecht Harrison, Inc.; and Right Management Bank of America Heart of Florida United Way Heart of Florida United Way Combined Federal Campaign Volunteer - RSVP Program, Orange County Volunteer - RSVP Program, Orange County Volunteer - RSVP Program, Orange County Volunteer - RSVP Program, Orange County Volunteer Volunteer Volunteer Florida Division of Blind Services Florida Division of Blind Services
Michael Matthews Kimberly Howard Jennifer Shutz Derek Recer Humberto Giraldo Laurel Pileggi LaShonda Bolden Virgina Martinez Michael McClafferty Dan Glezer Monica Riley Philecia McCain Amy Turner Sandy Piepho Jon Yapo Cedric Harris Jim Brower Tom Allerton Tom Riggs Tom Horvath Susan Meehle Marina Jimenez Rosario Engiquez Ginger Malcom Paulette Gordan
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TOTAL RESOURCES 2007-08 FINANCE COMMITTEE MEMBERS Finance Committee Chair
“By serving on the board for Heart of Florida United Way and with other organizations, and being willing to ask the hard questions, I help ensure accountability. That’s how I LIVE UNITED.” Avido Khahaifa Sr. Vice President & General Manager, Orlando Sentinel Heart of Florida United Way Secretary of the Board
Tim Hyslop Senior Vice President Senior Credit Product Manager Wachovia Bank (Retired)
Jim Curley McLane Suneast (Retired)
Stephen J. Graham Senior Financial Analyst Administration istration Orlando Health
Peter L. Lopez, Esq. Lowndes, Drosdick, Doster, Kantor antor & Reed, P.A.
Heart of Florida United Way was responsible for raising and managing nearly $24 million dollars throughout Central Florida in fiscal year 2007-08. Known as “Total Resources,” it includes dollars raised through workplace-giving campaigns, special events and other donorrelated activities. also includes monies managed through the emergency food & It als shelter programs; utility assistance programs; the Gifts in Kind shelt Center; and the Ryan White Part B/General Revenue Program, which Cent supports those affected by HIV/AIDS. supp These, combined with other programs, services and resources, Thes make Heart of Florida United Way the tri-county region’s largest supporter of health and human service agencies. supp
HEART OF FLORIDA UNITED WAY TOTAL RESOURCES 2007-2008 Total Resources $23,838,492
Robert H. Maiocco Financial Advisor Merrill Lynch
Keith Swider
$2,718,637 11%
$1,288,106 5%
$910,386 4%
$1,164,363 5%
Director of Business Analysis SeaWorld | Aquatica | Discovery ry Cove
Donna Templin Manager, Basics: Cast Services Support Walt Disney World Resort (Retired) etired)
Richard A. Watkins Senior Vice President, Private Wealth Management SunTrust Banks, Inc.
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2007 Campaign Grants Investment Income, Other In-Kind Emergency Assistance
$17,757,000 75%
STATEMENT OF FINANCIAL POSITION The following is an overview of HFUW’s financial performance comparing the fiscal years of 2007-08 and 2006-07, ending June 30. Assets Cash and cash equivalents Investments Certificates of deposit Campaign pledges receivable, less allowance for uncollectible pledges of $1,364,607 and $1,356,121 Grants receivable Other receivables Prepaid expenses Gifts in Kind inventory Property and equipment, net Total Assets Liabilities and Net Assets Liabilities: Accounts payable Accrued expenses Campaign pledges due to designated agencies Campaign pledges due to other United Way organizations Grant advances Other liabilities Total liabilities
2007-08 $ 7,998,807 $ 5,444,512 $ 1,822,677
2006-07 $ 7,602,807 $ 5,836,065 $ 1,749,403
$ 7,336,943 $ 678,831 $ 118,474 $ 63,636 $ 270,259 $ 4,266,193 $ 28,000,332
$ 6,880,447 $ 661,949 $ 54,010 $ 70,491 $ 153,548 $ 4,276,708 $ 27,285,428 SUCCESS STORY
$ $
458,342 259,735
$ $
466,807 145,797
$ 3,389,224
$ 2,900,188
$ 197,686 $ 277,512 $ 219,847 $ 4,802,346
$ 254,608 $ 271,247 $ 123,923 $ 4,162,570
Net assets: Unrestricted Temporarily restricted Permanently restricted Total net assets
$ 10,178,150 $ 12,219,836 $ 800,000 $ 23,197,986
$ 9,939,612 $ 12,383,246 $ 800,000 $ 23,122,858
Total Liabilities and Net Assets
$ 28,000,332
$ 27,285,428
FROM FORECLOSURE TO FRESH START –
A FAMILY RECOVERS
Dennis and Christine McCarthy* thought they’d achieved the American Dream when they purchased a comfortable home in Kissimmee where they could raise their four young children. Don, an aspiring artist who supplemented family income with a picture-framing business, and Christine, a waitress, worked hard to achieve their middle-class lifestyle, but found it increasingly difficult to maintain after a series of economic setbacks, including job layoffs. Falling further behind, the couple was unsuccessful in refinancing their mortgage. Losing their home was difficult enough, but when faced with the prospect of having to split the family between several community shelters, they thought they’d hit rock-bottom. Determined to keep everyone together, Christine contacted the Coalition for the Homeless of Central Florida, a Heart of Florida United Way partner agency, which provides services and accommodations for homeless families. “I was at the front desk in tears,” Christine said, recalling the morning she asked the Coalition staff for help. “I explained that I had a husband and four kids and nowhere to go.” What appeared to be a last resort turned into a fresh start for the family, particularly Don who enrolled in the center’s LifeStrides program to train as a 3-D animator. With his new full-time job and help from coalition case managers, the family is now living back in the community and rebuilding their lives. * To protect the clients’ identities, neither their names nor photos have been used.
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FUND DISTRUBUTION COMMITTEE
FUND
DISTRIBUTION PROCESS One of the characteristics that sets United Way apart from other charitable organizations is its well-respected process for distributing community dollars raised during the annual campaign. Built on the organization’s extensive history of volunteer involvement and leadership in all aspects of its operations, the fund distribution process is considered the gold standard of nonprofit review, oversight, transparency and accountability. To ensure the best and most effective use of resources, the process is guided by the Fund Distribution Committee, comprised of community volunteers who come together to review agencies, evaluate needs and make funding recommendations. Led by Donna Templin, retired Walt Disney World Resort Cast Services Manager, these volunteers spent many hours reviewing funding proposals, conducting agency site visits and meeting with agency staff and volunteers to gain a keener understanding of financial needs, issues and challenges facing local nonprofit agencies and programs that serve those in need with United Way funding. Just as a cabinet of business and industry volunteers helps manage the annual fundraising campaign, this group works with United Way staff to ensure that donated dollars have the greatest possible impact in addressing our region’s growing needs.
Committee Chair Donna Templin Manager, Basics: Cast Services Support Walt Disney World Resort (Retired)
Committee Vice Chair Debbie Clements Progress Energy Florida, Inc.
Peter Aguirre Stephen Baum Melissa Currie Patty DeYoung Karen Dual John Fields Gina McNellis Dr. Margaret Miller Cindy Mras James (Chris) Norris Amy Pennock Jose Perez Ralph Perrino, CPA Bob Raudebaugh U. Kran Riley Linda Sutherland Rusty Turner
Wachovia Bank Wayne Densch Charities Orange County Healthy Start Coalition Retired Executive
AMONG KEY ACCOMPLISHMENTS OF THE 2007-08 FUNDING PROCESS - Implemented an online funding proposal process to reduce time and administrative costs for United Way and its agencies - Reviewed funding proposals for 67 agencies and 150 programs - Created standardized reporting across program areas to improve outcome measurement
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Osceola Regional Medical Center Wachovia Bank Deloitte Consulting Darden Restaurants Foundation Averett Warmus Durkee Bauder & Thompson Retired Executive Osceola Regional Medical Center University of Central Florida (Retired) Walt Disney Company Liberty Mutual Insurance Company Osceola County Health Department IBM
By percentages, allocations made across the focused care areas are as follows: Children & Youth ........................................... 29.05 % Families ........................................................ 20.96 % Seniors and Persons with Disabilities ........... 15.56 % Emergency Assistance................................... 24.82 % Health ............................................................. 9.61 %
HEART OF FLORIDA UNITED WAY 2007-08 AGENCY LIST
Adult Literacy League, Inc. Alzheimer Resource Center, Inc. American Red Cross of Central Florida BETA Center, Inc. Big Brothers Big Sisters of Central Florida, Inc. Boys & Girls Clubs of Central Florida, Inc. Catholic Charities of Central Florida, Inc. The Center for Drug-Free Living, Inc. Center for Independent Living in Central Florida, Inc. Central Florida Police Athletic League, Inc. Central Florida YMCA Children’s Home Society of Florida, Central Florida Division Christian Service Center for Central Florida, Inc. Coalition for the Homeless of Central Florida, Inc. Community Coordinated Care for Children, Inc. (4C) Community Health Centers, Inc. Community Service Center of Central Florida Consumer Credit Counseling Service (CCCS) of Central Florida and Florida Gulf Coast, Inc. Devereux Florida Edgewood Children’s Ranch, Inc. Foster Grandparent Program of Central Florida The Gift of Swimming, Inc. NPO Girl Scouts of Citrus Council, Inc. The Grove Counseling Center, Inc. GROWS Literacy Council, Inc. Guardian Care Nursing and Rehabilitation Center Harbor House (Orange County Center Against Domestic Violence) Health Care Center for the Homeless, Inc. Help NOW of Osceola, Inc. Jewish Community Center of Greater Orlando, Inc. Jewish Family Services of Greater Orlando, Inc. Justice and Peace Office Kids House of Seminole Lakeside Behavioral Healthcare, Inc. Legal Aid Society of the Orange County Bar Association, Inc. LifeLine of Central Florida, Inc. Lighthouse Central Florida Living Hope International Ministry, Inc. MADD Central Florida Chapter Meals on Wheels Etc., Inc. Mental Health Association of Central Florida Metropolitan Orlando Urban League, Inc. The Mustard Seed of Central Florida, Inc. Orlando Day Nursery Osceola ARC, Inc. Osceola Council on Aging, Inc. Primrose Center, Inc.
Quest, Inc. Rescue Outreach Mission of Sanford, Inc. Retired & Senior Volunteer Program of Orange County (RSVP) Safehouse of Seminole (Seminole County Victims’ Rights Coalitions) The Salvation Army of Orange County The Salvation Army of Seminole County Second Harvest Food Bank of Central Florida, Inc. Seminole Community Volunteer Program, Inc. (RSVP of Seminole County) Seminole County Bar Association Legal Aid Society, Inc. Seminole Work Opportunity Program (S.W.O.P.) SENIORS FIRST, Inc. Share the Care Shepherd’s Promise S.T.E.P.S. (Specialized Treatment, Education and Prevention Services) UCP of Central Florida Visiting Nurses Association / Community Care for the Elderly Welbourne Avenue Nursery & Kindergarten, Inc. Winter Park Day Nursery, Inc.
HEART OF FLORIDA UNITED WAY CONTRACT AGENCY Central Florida Council Boy Scouts of America
COMMUNITY HEALTH CHARITIES OF FLORIDA CONTRACT AGENCIES
Alzheimer’s Association, North & Central Florida Chapter American Cancer Society American Diabetes Association American Lung Association of Florida – Central Area Amyotrophic Lateral Sclerosis (ALS) Association Arthritis Foundation, Florida Chapter, Inc. Best Buddies Florida Easter Seals Florida, Inc. Hemophilia Foundation of Greater Florida Juvenile Diabetes Research Foundation International Leukemia & Lymphoma Society, Central Florida Chapter Lupus Foundation of America, Inc., Greater Florida Chapter Muscular Dystrophy Association National Kidney Foundation of Florida National Multiple Sclerosis Society – Mid-Florida Chapter National Parkinson Foundation, Inc.
SUCCESS STORY
HI-FIVE TO
BEAT HUNGER
When your plate is always full, it’s difficult to imagine that children are going hungry within just a few miles of your dinner table. Unfortunately, it’s a daily fact of life for thousands of kids in our community. That’s why Second Harvest Food Bank, a United Way supported agency, teamed with Central Florida elementary schools to develop an innovative food program that ensures kids receive adequate nourishment seven days a week. Known as the Hi-Five Kids Pack, the program began when Second Harvest learned that kids were showing up for class on Monday mornings with headaches, stomach complaints and attention problems that school nurses attributed to hunger. Many of the children participated in subsidized school meal programs during the week, but were going hungry on weekends. Working with schools, Second Harvest created nutritious, kid-friendly food kits that fit easily into back packs. Teachers were trained to identify at-risk children and discretely distribute the food on Friday afternoons. Almost immediately, the number of children who had hunger-related problems on Mondays dropped dramatically. At Ivey Lane Elementary in Orlando, one of the Hi-Five pilot schools, students found a way to return the generosity when a group attending a summer science camp grew a vegetable garden. At harvest time, they delivered a two-pound box of string beans to Second Harvest. Of the 17 million pounds of food the agency distributed that year, it considered this donation the most important.
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AREAS OF CARE AND LIVES TOUCHED From children to seniors to those recovering from disasters, disease or trauma, United Way supported programs made a measurable difference in the lives of 376,939 people last year. Categorized by areas of care, agency programs are grouped by populations they serve and issues they impact. The following are just a few of the highlights from Focused Care Area programs. Note: Figures are based on data provided by agencies. Not all agencies collect all categories of demographic data for all clients. Therefore, some percentages will not equal 100 percent for total clients served. The figures also include the 2-1-1 & Elder Helpline.
DEMOGRAPHIC HIGHLIGHTS
- 51.6 percent of clients served by HFUW funded program are between the ages of 1 and 19. - 26.3 percent of clients served are between the ages of 20 and 54. - 27.2 percent of clients served are single, female heads of households.
STRENGTHENING OUR FAMILIES:
FOCUSED CARE AREAS:
NUMBER OF PEOPLE SERVED & PROGRAM EXAMPLES
- 5,963 people received free to reduced-cost legal assistance through the Legal Aid Society of the Orange County Bar Association, Inc. - Consumer Credit Counseling Service of Central Florida and Florida Gulf Coast, Inc., helped 3,017 at-risk clients manage finances and plan for home ownership.
SUPPORTING OUR SENIORS: GUIDING OUR YOUTH:
42,306 served
- The Boys & Girls Clubs of Central Florida, Inc., provided powerful, positive youth development programs, adult guidance and mentoring to 12,295 disadvantaged children. - 511 children participated in summer camps, after-school and teen programs hosted by the Jewish Community Center of Greater Orlando, Inc.
HELPING OUR CHILDREN:
26,774 served
- Some 335 children from Grand Avenue Elementary School were matched with mentors through Devereux Florida’s C.A.F.E. program, part of the West Orlando Washington Shores Initiative. - Nearly 1,701 children were served by “A Place For Children,” an Orange County Courthouse daycare program operated by the Children’s Home Society of Florida to assist parents attending to legal matters. - Kids In Motion, a Justice & Peace Office, Inc., program, provided after-school nutrition and basic-skill services for 75 low-income minority children who would otherwise be returning to empty households.
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41,750 served
- BETA Center, Inc., assisted 4,541 teen mothers with counseling, information, referrals and basic-need provisions.
17,507 served
- 4,224 tri-county senior citizens remained vital and active thanks to the Retired & Senior Volunteer Program of Orange County (RSVP). - 8,706 seniors benefitted from home-delivered and/or group-meal assistance. This program helped 87% more seniors compared to the previous reporting period. - SENIORS FIRST, Inc., and the Osceola Council on Aging, Inc., helped 577 seniors feel safer and more secure through home improvement and safety programs.
TURNING DISABILITY INTO ABILITY:
3,825 served
- The Center for Independent Living in Central Florida, Inc., helped 1,372 individuals with disabilities become more self-sufficient in their daily tasks. - Lighthouse Central Florida brightened the lives of 559 visually impaired individuals. - 1,318 people living with disabilities received vocational training through Quest, Inc.; the Seminole Work Opportunity Program (S.W.O.P.); Primrose Center, Inc.; and Osceola ARC, Inc.
SUCCESS STORY
Success Story
Finding a New Beginning
As Sinead Turner* closed her eyes at the end of the each day, fears about a crumbling marriage, debt, and the welfare of her three children contributed to a succession of sleepless nights.
PROVIDING EMERGENCY SERVICES:
112,183 served
- Catholic Charities of Central Florida, Inc., provided professional casework assistance to 8,404 families experiencing difficulty paying rent, mortgage, utility, transportation, food and medication expenses. - More than 1,966 individuals accessed shelter assistance through Coalition for the Homeless of Central Florida, Inc. - Through the American Red Cross Armed Forces Emergency Services program, 1,931 servicemen and women and their families received financial aid and other assistance.
IMPROVING COMMUNITY HEALTH:
29,121 served
- UCP of Central Florida, Inc., provided training, support and advocacy services to 2,028 disabled children and their families. - 2,028 individuals received dental exams and/or urgent treatment through the Health Care Center for the Homeless. - 3,210 children received transitional treatment while awaiting outpatient mental health services through Lakeside Behavioral Healthcare’s Children’s Assessment and Intervention program.
Eight years of U.S. Army service had taught her self-reliance, but as a stay-at-home mother facing divorce, income loss and few job prospects, she felt her world was spiraling out of control. Fortunately, Sinead followed a friend’s advice and contacted Jewish Family Services of Greater Orlando, a Heart of Florida United Way-supported agency that provides counseling and assistance to people of all walks of life who are experiencing a personal crisis. It was through this help that Sinead and her family began to heal and return to selfsufficiency. “In the military, you know that if you can get the resources, you can maintain yourself,” said Sinead. Disciplined and determined to succeed, she quickly learned how to budget money, build an emergency fund, reduce credit card debt and update her work skills. Today, employed as a warehouse supervisor in Seminole county, Sinead is providing a healthy standard of living for her family. She credits Jewish Family Services for teaching her valuable lessons that helped her move from financial turmoil to independence. Now a committed “saver,” she offers advice to help others avoid money emergencies. “Even if you make $100,000, always set money aside for a rainy day,” she said. * To protect the client’s identity, neither her name nor photo have been used.
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“I chair the United Way Council of Women and serve on the United Way Campaign Cabinet. In addition to other volunteer activities, I serve on several other local boards and am deeply involved in UCF’s community activities. That’s how I LIVE UNITED.” Helen Donegan Vice President of Community Relations University of Central Florida
HEART OF FLORIDA UNITED WAY PROGRAMS & SERVICES
UNITED WAY STEWARDSHIP PROGRAM
The Heart of Florida United Way Stewardship Program serves as a fund manager for more than $1.3 million in direct assistance for a network of emergency assistance agencies. These agencies provide the case work, verify and document needs, determine client eligibility and submit assistance requests for vendor payment processing. ven The needs addressed by this program are: (1) providing allocation and expenditure accountability to funders by ensuring that funding guidelines are followed and clients are served confidentially and fun expeditiously, and (2) preventing duplication of services by providing a centralized database that is exp accessible to participating agencies, enabling them to view previous assistance history of clients and acc track fund balances. tra Because the top requests for services through United Way 2-1-1 are food, rent and utility assistance, Bec it is essential to have a coordinating program to administer community funds. Program Highlights: Pro
- AAssistance provided to 8,814 individuals in 7,701 households. - W Worked with organizations, foundations, businesses, agencies and donors to increase the funding cap, lessen guidelines to meet rising housing costs and provide assistance to more families. m
UNITED WAY VOLUNTEER RESOURCE CENTER
The United Way Volunteer Resource Center (VRC) serves as the gateway to our community’s volunteer opportunities. In addition to helping local nonprofit agencies develop, manage and promote opportunities, the center links all segments of the community with opportunities to get involved. Program Highlights:
HOW YOU CAN HELP
If you or your family is seeking ways to give back to the community, visit www.hfuw.org and click the Volunteer button to search our database of great volunteer projects. If your company, civic group or church organization wants to get involved, contact the VRC at (407) 849-2373, or e-mail Lorri.Highet@hfuw.org. 20
- Organized the 2007 United Way Days of Caring, which was supported by more than 1,500 volunteers who donated more than 8,000 hours to United Way partner agencies. Thirty companies, including Lockheed Martin, Walt Disney Company, Publix Super Markets, Inc., Fifth Third Bank, Marriott Corp. and others participated, resulting in 44 completed projects. - Referred 895 volunteers to 128 agencies. - Registered 416 new volunteers with the Center. - Collaborated with community partners to develop “Highlight My Life,” which provides hair, make-up and wardrobe makeovers for low-income women transitioning to the workforce.
UNITED WAY 2-1-1 & ELDER HELPLINE
The United Way 2-1-1 & Elder Helpline received 94,000 calls during 2007-08. Much like 4-1-1 or 9-1-1, this easy-to-remember ber community resource and referral helpline links those in need with th nearly 2,000 assistance programs administered by more than 800 Central Florida health and social service agencies. Answering calls alls 24 hours per day, highly trained operators make free referrals too es, help callers find assistance with child and elder care, disabilities, affordable housing, food, rent, Medicare Part D and many other social service issues. Program Highlights:
- Provided information to nearly 1,000 callers regarding the Earned Income Tax Credit program, in partnership with the Orlando Regional Chamber of Commerce, Orange County and the City of Orlando.
“I am proud to serve on the board of several community-based organizations that are wo working to improve lives in Central Florida, such as the Coalitio Coalition for the Homeless, Disney Florida Children’s Hospital and the Orlando Magic Youth Foundation. That’s how I LIVE UNITED.” Alex Martins Al Cheif Op Operating Manager Orlando Orl Magic
- Continued to maintain the Foster Care Helpline to assist those entering and nd exiting the foster care network. - Increased cost efficiency by incorporating volunteer resources in the Call Cente Center. er. More than 2,000 volunteer hours were donated through June 2008. - Partnered with the Health Council of Central Florida to provide affordable housing information to residents of Lake, Orange, Osceola and Seminole counties.
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HEART OF FLORIDA UNITED WAY PROGRAMS & SERVICES
HELPING AGENCIES
STRETCH RESOURCES UNITED WAY GIFTS IN KIND CENTER
The United Way Gifts in Kind Center (GIKC) solicits and collects donated merchandise and materials for redistribution to local nonprofit health and human service agencies and school PTAs. In addition to providing an outlet for tax-deductible business donations, the center provides agencies access to much-needed goods at greatly reduced costs, thereby increasing their economic efficiency — something Heart of Florida United Way continually strives to do. Program Highlights:
- Distributed $780,343 worth of donated supplies and materials to local nonprofit organizations. - Facilitated numerous community “pass-through” donations, which are advertised and given to GIKC member agencies. Donations included 700 new bicycles, office furniture and equipment, home furnishings and roofing supplies. - Distributed four Young Explorer computer systems, provided by an IBM technology grant and valued at $8,596, to GIKC member agencies serving youths.
HOW YOU CAN HELP
If you or your company owns surplus goods and would like to make a large-scale in-kind donation of new items, contact the Center at (407) 835-0900 or e-mail GIKC@hfuw.org.
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GIVING HOPE –
LIFTING PEOPLE
RYAN WHITE PART B/GENERAL REVENUE PROGRAM
EXTRACREDIT – EARNED INCOME TAX CREDIT (EITC) PROGRAM
SAVING LIVES Serving HIV/AIDS patients throughout Orange, Seminole, Osceola and Brevard counties, the Ryan White Part B/General Revenuee Program helps improve quality of life for thousands of people eachh year. As lead agency, HFUW annually receives more than $2 million dollars to fund patient care and support services provided through a network of 10 AIDS service organizations and more than 200 service providers. Program dollars are targeted for underserved groups, such ch as people who may be uninsured or unable to pay for expensive ive HIV/AIDS treatments. Provided services include medical care, case management, pharmaceutical assistance, transportation, mental health services, home health care, food baskets, substance abuse services, nutritional counseling and dental care. Program Highlights:
- Exceeded contract expectations by expending more than 98 percent of total contract value. - Served more than 3,500 people infected with HIV/AIDS in Osceola, Seminole, Orange, and Brevard counties. - Partnered with multiple community organizations to promote awareness and education in conjunction with World AIDS Day and National HIV Testing Day. - Partnered with local AIDS service organizations to establish an Out in the Open Task Force focused on HIV prevention among Men who have Sex with Men (MSM).
OUT OF POVERTY United Way also manages ExtraCredit, which promotes the federal Earned Income Tax Credit (EITC) program that helps put money back into the pockets of hard working families and individuals. EITC has been credited with lifting more people out of poverty than any other federal program. Among other uses, EITC funds can help people increase their financial stability by paying down debt, saving for a home, enrolling in job training programs or covering any basic need. To promote EITC awareness, United Way works with local businesses and nonprofit agencies to reach potential recipients and inform them about program benefits and free tax preparation sites. Program Highlights:
- HFUW hosted free “Refund Roundup” presentations throughout the community. Reached more than 100 businesses and distributed some 700,000 pieces of educational material. - Nearly 11,000 people had free tax returns filed by visiting one of 33 tax preparation sites. - Nearly $1.8 million in EITC refunds were claimed through returns filed at the free tax preparation sites.
HOW YOU CAN HELP
If your company or agency would like to share this valuable tax-time information with your employees and clients, please contact Brittany Richards at (407) 429-2177 or e-mail brittany.richards@hfuw.org.
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UNITED WAY WOMEN’S LEADERSHIP INITIATIVE
UNITED WAY COUNCIL OF WOMEN
Comprised of our area’s most prominent and accomplished female leaders, the United Way Council of Women is working to raise awareness of social service issues that disproportionately affect women and children.
One of our organization’s proudest achievements this past year was the launch of the United Way Women’s Leadership Initiative, which is focusing new attention on the unique health and social service needs of women and children. Chaired by Helen Donegan, Vice President of Community Relations for UCF, and guided by The Council of Women, the initiative is raising awareness of problems that disproportionately affect women and children, such as domestic violence, access to health care and child care, and other critical issues. Prompting the program is the realization that women, regardless of income, age or walk of life, are vulnerable to a range of issues that can devastate their lives, as well as the lives of people closest to them. In our community alone, nearly two-thirds of clients served by United Way partner agencies are women, many of whom are single heads of households. Helping launch the initiative was former Maryland Lieutenant Governor Kathleen Kennedy Townsend, who served as keynote speaker at The Council of Women’s inaugural luncheon in March. Her impassioned message about the power of women, volunteerism and community service underscored the vital importance of this program which is continuing to grow and evolve.
LEARN MORE
To learn more about the United Way Women’s Leadership Initiative, its education and outreach programs, or to become involved, call Heart of Florida United Way at 407-835-0900 and ask for the Women’s Council or email us at councilofwomen@hfuw.org.
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Helen Donegan Chair, United Way Women’s Leadership Initiative Vice President of Community Relations University of Central Florida Sara Brady V.P. of Public Relations & Community Affairs Bright House Networks Kathy Brown Publisher CEO Orlando and Orlando Home & Leisure Dora Casanova de Toro Publisher & CEO La Prensa Newspaper Gloria Caulfield Executive Director of Community Development Florida Hospital Linda Chapin Director, Metropolitan Center for Regional Studies University of Central Florida
Karen C. Dyer Partner Boies, Schiller & Flexner LLP
Mary Kenny Public Relations & Marketing Consultant
Pat Enger General Manager Hyatt Regency Orlando International Airport
Margot Knight President & CEO United Arts of Central Florida
Lillian Garcia Senior V.P. of Human Resources Tupperware Brands Corporation Worldwide Dr. Deborah German Dean, College of Medicine University of Central Florida Roseann Harrington V.P. of Marketing, Communications & Community Relations OUC –The Reliable One Cheryl Henry V.P., Corporate Affairs Ruth’s Chris Steak House Erin Hodge Director of Development Rollins College Marcia Hope Goodwin Director of Neighborhood and Community Affairs Office of the Mayor City of Orlando
Anne Chinoda President & CEO Florida’s Blood Centers, Inc.
Stephanie Howell Orlando Director, Client Development & Marketing Baker & Hostetler LLP
Patricia Caine DeYoung Executive Administrator Darden Restaurants Foundation
Bunny Johnson V.P. & General Manager Neiman Marcus
Nancy Schwalb President Schwalb Public Relations Sara Segal Community Volunteer
Barbara Koenig Senior V.P. New Broad Street Companies
Robin Smythe V.P. & General Manager Central Florida News 13
Harriett Lake Philanthropist
Ann Sonntag Publisher Orlando Business Journal
Linda Landman-Gonzalez V.P. of Community Relations & Government Affairs Orlando Magic Beverly Marshall-Luney V.P., Investor Relations Metro-Orlando Economic Development Commission Shannon McAleavey Senior V.P., Public Affairs Walt Disney Company Anne McGee President Seminole Community College Lawrie Platt Hall Consultant Platt Hall & Associates Sibille Pritchard Senior V.P. Brooksville Development Corporation Mary Recchia Brown President The Recchia Group, Inc.
Jan Stratton V.P., Community and Diversity Relations Universal Orlando Resort Kimberlee Strong Public Relations Specialist Florida Hospital Foundation Cynthia Sucher Associate V.P., Community Relations University of Central Florida Ellen Titen Owner/President ET Consultants Diane Trees, Ed.D. Assistant V.P., Community Relations University of Central Florida Brie Turek Chief of Staff Office of the Mayor City of Orlando Georgiana Ungaro Public Relations Manager Neiman Marcus
THE YEAR IN REVIEW
CAMPAIGN KICKS OFF
16TH ANNUAL CHEF’S GALA
In September 2007, business and community leaders gathered during an Orlando Regional Chamber of Commerce luncheon to kick off United Way’s annual campaign. Calling on others to support the campaign, Campaign Chair Kathleen Waltz characterized United Way as a cherished asset that’s vital to the community’s health and vitality.
It was a record-breaking year for Chef’s Gala, United Way’s single largest fundraising event. More than 1,300 guests – the first ever sell-out crowd – turned out on April 5th at Epcot® World Showplace Pavilion. With tremendous support from longtime event host and sponsor WALT DISNEY WORLD®, as well as delectable food from 24 of the region’s top chefs, the gala raised more than $208,000, a new record, to help fund United Way partner agencies.
UNITED WAY DAYS OF CARING
2007-08 CAMPAIGN VICTORY
Also in September, more than 1,500 volunteers rolled up their sleeves and donated 8,000-plus hours during the single largest volunteer event in Orange, Osceola and Seminole counties. Once again, Lockheed Martin led the charge with more than 700 employees who worked in 30 teams to spruce up Quest’s Camp Thunderbird for disabled children and adults. In all, more than 44 local nonprofit agencies benefitted from volunteer assistance.
Celebrating the third consecutive year of campaign growth, the April victory event was emceed by WKMG Local 6 anchors Lauren Rowe and Bob Frier who kept the festivities fun and lively. Hundreds attended the luncheon, which celebrated the campaign’s $17,757,000 success and honored more than 450 local companies that participated.
SEAWORLD LEADERSHIP EVENT
COMMUNITY LEADER FORUMS
For the 10th year in a row, SeaWorld Orlando partnered with Heart of Florida United Way to thank and recognize more than 2,000 Leadership Club members who generously donated $1,000 or more last year. Donors were honored with a recognition breakfast and a complimentary day in the park with their families.
Nearly 400 Central Floridians representing all segments of the community attended Community Leader Forums in May and June to preview new research, provide feedback and learn more about United Way’s new strategic direction, Investing in Results. Four forums were held throughout Orange, Osceola and Seminole counties. Public opinion gathered during the events helped complete United Way’s 2008 Tri-County Needs Assessment, which identifies citizens’ top community concern.
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INVESTING IN RESULTS UNITED WAY’S BOLD NEW DIRECTION After helping millions of Central Floridians for nearly 70 years, Heart of Florida United Way (HFUW) is moving in a bold new direction focused on prevention.
HEART OF FLORIDA UNITED WAY INVESTING IN RESULTS STEERING COMMITTEE
Known as Investing in Results, it’s a fresh strategic approach that calls for working more effectively with community partners to address the root causes of problems before lives are ruined and ripple effects are felt across our community. Our goal is to create lasting, measurable change – not just for today, but for generations to come. Focusing Work and Resources Prompting this move is the realization that even with great work by United Way and our agency partners – as well as tremendous generosity from our community – health and human service problems have continued to grow and compound. Clearly, new solutions are needed. Following two years of careful study and planning by the Investing in Results Steering Committee – comprised of some of our region’s most visionary thinkers – the United Way Board of Directors recently approved four new impact areas that will guide HFUW’s work in coming years. They include:
These areas were selected based on feedback from more than 3,000 Central Floridians who spoke in a unified voice when asked by University of Central Florida researchers to identify the region’s most pressing problems. Community Problems Require Community Solutions United Way and local agencies can’t do this work alone. To move the needle, we need all segments of the community focused on addressing agreed-upon priorities. Improving community conditions and p overnight. achieving long-term change won’t happen But together, we can change lives and make Central Florida a healthier, more vibrant commu community for all.
Ed Timberlake
Chair, Investing in Results Steering Committee Chairman of the Central Florida Board, Seaside National Bank & Trust
United Way thanks the following volunteers who generously donated time and expertise over the past two years to help guide United Way’s new strategic direction, Investing in Results: Mark Brewer President/CEO, Community Foundation of Central Florida
Robert H. (Bob) Brown
President/CEO, Heart of Florida United Way
A. Stoddard Crane
- Developing Healthy Children and Families Health Care Issues & Supportive Services, Family & Domes Domestic essttiic esti Violence, Substance Abuse & Other Unhealthy hy Behaviors
Vice President of Corporate Growth and Acquisitions, Darden Restaurants, Inc. (Retired)
- Building Safe Communities Crime & Unsafe Neighborhoods, Violence – Especially Youth Violence, School Readiness & Drop-Outt Rates
Client Development and Marketing, Baker and Hostetler, LLP
- Improving Financial Stability Poverty, Low Incomes, Disparity, Affordable Childcare, hildcare, Access to Financial Resources - Alleviating Hunger and Homelessness Hunger, Lack of Food, Homelessness, Lack of Stable table Housing, Access to Public Assistance Programss
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Stephanie Howell Margaret S. Linnane
Executive Director, Rollins College Philanthropy and Nonprofit Leadership Center
LEARN MORE
To learn more about Investing in Results, visit www.hfuw.org, or contact Joan Nelson, Vice President, Community Investment at (407) 835-0924 or e-mail Joan.Nelson@hfuw.org.
Jacob Stuart
President/CEO, Central Florida Partnership
Donna Templin
Manager, Basics: Cast Services Support Walt Disney World Resort (Retired)
UNITED WAY RESEARCH REVEALS CENTRAL FLORIDIANS’ TOP CONCERNS HEART OF FLORIDA UNITED WAY INVESTING IN RESULTS RESEARCH COMMITTEE Providing expertise and oversight, this committee collaborated with UCF researchers to plan and conduct the 2008 Tri-County Needs Assessment. Mark Brewer President/CEO, Community Foundation of Central Florida Robert H. (Bob) Brown President/CEO, Heart of Florida United Way Karen van Caulil, Ph.D. Executive Director, Health Council of East Central Florida, Inc. Joan Nelson Vice President, Community Investment Donna Sines Executive Director, Osceola Community Vision Sara Sullivan Evaluation Consultant
UNIVERSITY OF CENTRAL FLORIDA INSTITUTE FOR SOCIAL AND BEHAVIORAL SCIENCES Heart of Florida United Way would also like to thank the following UCF researchers who helped develop methodologies, ensure impartiality and compile final data for the 2008 Tri-County Needs Assessment. Amy Donley, Ph.D. Project Manager, Institute for Social and Behavioral Sciences, University of Central Florida Jana L. Jasinski, Ph.D. Graduate Director, Department of Sociology, University of Central Florida James D. Wright, Ph.D. Director, Institute for Social and Behavioral Sciences, Department of Sociology, University of Central Florida
Central Floridians’ Top Concerns
What are the most pressing social issues facing Central Floridians today? Clear answers were revealed in a thought-provoking study Heart of Florida United Way (HFUW) presented to the public in Summer, 2008. Conducted for HFUW by the University of Central Florida Institute for Social and Behavioral Sciences, the 2008 Tri-County Needs Assessment is the most comprehensive research United Way has undertaken in a decade. Study findings were used to help plan and implement the launch of our new strategic model, Investing in Results.
The findings are consistent with a similar United Way study conducted in 1997 and underscore how little problems have changed over the past decade, despite strong nonprofit leadership and millions of charitable dollars. In fact, problems have continued to grow and compound. To review the full report or an executive summary, visit www.hfuw.org
More than 3,000 Orange, Osceola and Seminole county residents took part in the nine-month study, via focus groups, public forums, community events and internet and random telephone surveys. And they spoke in a unified voice about issues of greatest concern. The study shows Central Floridians are concerned about financial issues, particularly as they relate to employment, financial stability, affordable health care and affordable housing.
(Assessment ((AAssseessssm men men entt study stud st udyy cover ud cove co verr image) ve imag im age) ag e)
They are also concerned about public safety, namely crime and particularly youth crime and unsafe neighborhoods; education issues, such as high school graduation rates and preparing children for school; and accessible care for our most vulnerable populations, including senior citizens, the hungry and homeless.
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FROM LEFT TO RIGHT: Helen Donegan, University of Central Florida | Mayor Richard T. Crotty, Orange County and 2008-09 Campaign Chair Avido Khahaifa, Orlando Sentinel | Meg Crofton, Walt Disney World速 Resort | Richard A. Watkins, SunTrust Banks, Inc. Sophia | Stephanie Howell, Baker & Hostetler LLP
Dr. Nelson Ying Center 1940 Traylor Blvd. Orlando, FL 32804 407.835.0900 www.hfuw.org