LIVE UNITED GIVE. ADVOCATE. VOLUNTEER. ANNUAL REPORT
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OPEN YOUR HEART.
FIND YOUR VOICE.
LEND A HAND. GIVE 10% GIVE 100%
GIVE 110%
GIVE AN HOUR.
GIVE A SATURDAY.
REACH OUT A HAND TO ONE AND
INFLUENCE THE CONDITION OF ALL. DONATE. VOLUNTEER.
CHANGE A LIFE.
LIVE UNITED
OUR MISSION To improve lives by mobilizing the caring power of communities.
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OUR VISION To engage all citizens to work together to build healthy, safe, caring and strong communities.
TABLE OF CONTENTS Message from Chairman of the Board and President/CEO.............. 4
Developing Healthy Children and Families.................................... 14
Success Story.................................................................................. 5
Alleviating Hunger and Homelessness.......................................... 15
Responding to the Crisis: The Basic Needs Campaign.................... 6
Campaign Highlights...............................................................16-17
Emergency Community Assistance.................................................. 7
Fund Distribution Process............................................................. 18
United Way 2-1-1 & Elder Helpline.................................................. 7
United Way Partner Agency List..................................................... 19
United Way Volunteer Resource Center............................................ 8
Alexis de Tocqueville Society....................................................20-21
United Way Gifts in Kind Center ..................................................... 8
United Way Women’s Leadership Initiative.................................... 22
Prosperity Campaign of Central Florida.......................................... 9
United Way Loaned Executive Program.......................................... 23
HIV/AIDS Care and Assistance........................................................ 9
Statement of Financial Position.................................................... 24
Investing in Results...................................................................... 10
Success Story................................................................................ 25
Leading the Change...................................................................... 11
Marketing and Media.................................................................... 26
Building Safe Communities.......................................................... 12
Board of Directors......................................................................... 27
Improving Financial Stability........................................................ 13
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A MESSAGE FROM THE CHAIRMAN OF THE BOARD AND PRESIDENT/CEO Everywhere we turn these days, we see reminders that our community is facing an unprecedented crisis of need. From neighbors who are losing their homes to families who are struggling to feed their children, we only have to look next door, down the street or across the grocery store to see people who are hurting.
Bill Wilson
Chairman of the Board, Heart of Florida United Way Executive Partner, Holland & Knight LLP
Robert H. (Bob) Brown
President/CEO Heart of Florida United Way
As further proof of need, calls to 2-1-1, United Way’s 24-hour crisis hotline and information and referral helpline, have risen steadily. Last year alone, nearly 120,000 calls were received, representing a new record high. Through September of this year, 2-1-1 already surpassed that number, with a full quarter to go. Even more telling, approximately 75% of all calls over the past several months have been from first-time callers – a clear indication that the crisis is widening and shattering even more lives. United Way has been responding to the crisis in significant ways. Last year we raised, managed or distributed $25.2 million in total resources, which helped improve the lives of nearly one-in-five Central Floridians. The largest portion of this sum was $17.1 million raised through the Community Campaign, strongly supported by our corporate partners and a very generous community.
Approximately 75% of all calls over the past several months have been from first-time callers.
It also includes nearly $1 million raised through the Basic Needs Campaign, which was launched to provide immediate assistance to the growing number of residents who are unable to pay for housing, utilities and other life necessities. While responding to current need, United Way is also prudently moving ahead with Investing in Results, a bold strategic approach that’s seeking prevention-based solutions for addressing poverty, juvenile crime, low graduation rates, homelessness and other serious issues. To date, cabinets, comprised of subject experts, have formed around three of our focus areas, with the fourth cabinet now in formation. Though the year ahead will be even more challenging, hopes are high and energy is strong as our community rallies together to help neighbors in need. United Way is proud to help lead this lifechanging effort and work with so many outstanding partner agencies that are doing all they can – every single day – to help our neighbors get back their feet.
Bill Wilson
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Robert H. (Bob) Brown
Success Story Laid Off After 15 Years, Ken Lysiak Keeps Family Afloat with Help from United Way Ken Lysiak isn’t the type of man who finds it easy to ask for help. A 58-year-old military veteran and resident of Ocoee, Ken worked hard to support his family by driving a truck for a major transportation company. But when the economy went south and the company faltered, he lost his job after 15 years of service. Ken knew he needed to find another job fast. Though his own children are grown, he and his wife of 37 years, Karla, are raising their grandchildren, ages 14 and 4. Despite his willingness to do most any job, Ken could not find work. With bills piling up and two months behind on his rent, Ken called United Way 2-1-1 after hearing about a federal program that United Way is administering to help people avoid or recover from homelessness. Not only did he qualify for immediate rent assistance, United Way case managers helped him take steps to reduce debt, better manage his family budget and develop new skills to aid in his job search. “Since I’ve been in the program, I’ve consolidated my utility bills, lowered my truck payment and stuck to a budget better suited for my family and our needs,” Ken said. “I’ve also learned about a wider range of options for finding employment, getting additional help and furthering my education.” Thanks to job retraining, Ken is now working full-time as a quality control technician and he and his family are getting back on their feet. “I would like to thank United Way for all their help,” he said. “Without it, I don’t know where I’d be today.” When you support United Way, you support our work to help thousands of people like Ken and his family who are struggling in these difficult times to pay for housing, utilities, food and other basic needs.
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HEART OF FLORIDA UNITED WAY PROGRAMS AND SERVICES
Over the past year,
our community has been rocked to its core by the deepest economic crisis in modern history. Double-digit unemployment, soaring foreclosures and lost benefits have taken a terrible toll on thousands of hardworking residents, many of whom can no longer pay their rent, feed their children or keep the lights on. Fortunately, thanks to a very generous community, United Way has been there to help. We wish to thank the many local companies, individuals, foundations and government organizations who have been tremendous partners in our efforts to make a difference. On the following pages are highlights of how United Way’s programs and services have helped nearly one-in-five residents in need.
RESPONDING TO THE CRISIS... THE BASIC NEEDS CAMPAIGN In response to Central Florida’s great and growing crisis of need, United Way launched the Basic Needs Campaign to provide immediate assistance for qualified residents who are unable to pay for housing, utilities, food and other life necessities. Created as a temporary response to an unprecedented situation, the campaign was created in May 2009 with nearly $350,000 in funding provided by Dr. Phillips Charities and Bank of America. Since then, many other generous corporate and foundation partners, as well as individual philanthropists, have stepped forward to support this important effort. To date, these partners include the Winter Park Health Foundation, the Universal Orlando Foundation, the VanderWeide Family Foundation, Walt Disney World, Hartford Insurance and the Kiwanis Club of Orlando. To maximize the support available to families in crisis, United Way is covering the campaign’s full administrative costs, thus ensuring that every donated dollar goes directly to help people in desperate need. Since the start of the Basic Needs Campaign, NEARLY $1 MILLION has been raised to help more than 2,631 tri-county residents and their families survive the ongoing economic crisis.
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EMERGENCY COMMUNITY ASSISTANCE Approximately 154,628 tri-county residents facing hunger, homelessness and other serious problems received emergency assistance through United Way’s Stewardship Program. Dollars managed by the program supplement the work of local health and human service agencies, which serve people who are homeless, hungry or facing other serious economic emergencies. Program Highlights: • Managed more than $6 million, including funds received from the federal Emergency Food and Shelter Program (EFSP), which addresses urgent social service needs in Orange, Osceola and Seminole counties. • Partnered with the Orlando Utilities Commission and other local utilities to maintain and establish programs that help qualified customers receive timely assistance in paying utility bills. In all, 1,927 families were helped through $609,872 distributed in assistance. • Administered more than $2.5 million in federal stimulus dollars allocated to Orange County for the Homeless Prevention and Rapid Rehousing Program (HPRP), which helps people avoid or recover from homelessness.
UNITED WAY 2-1-1 – A 24-HOUR CRISIS & REFERRAL HELPLINE Much like 4-1-1 or 9-1-1, United Way 2-1-1 is a free, 24-hour community crisis and suicide hotline and information helpline. In addition to helping people deal with any problem that overwhelms their ability to cope, 2-1-1 links those in need with nearly 2,000 programs that offer help with utilities, housing, food, child care, elder services, Medicare Part D and much more. For the tens of thousands of Central Floridians who call each year, 2-1-1 is a quick link to essential community services. Program Highlights: • A record-setting 119,630 calls were received in 2009, representing a 4% increase over 2008, and a 47% increase over 2007. • The top two requests by callers were for utility and housing assistance - more than 60% of all calls last year. Calls for food assistance rounded out the top three, at a little over 6%. • Nearly two-thirds of callers had children, and job loss or wage reduction was cited as the primary reason they needed services. • As a result of a contract with the Florida Department of Children and Families, 2-1-1 expanded to include a crisis and suicide prevention hotline, staffed by highly trained and certified call specialists. • 2-1-1 also shared valuable information about the FamilyWize prescription discount card, the OUC Project Care utility program, and the Earned Income Tax Credit, which puts money back into the hands of hardworking people. • 2-1-1 statistics, which provide a real-time barometer of community need, are distributed monthly to local business, government and nonprofit leaders to assist in planning and increase awareness of community needs, issues and trends. • Through partnerships established with United Way of Marion County and United Way of North Central Florida, 2-1-1 began providing services to an additional eight counties beyond the tri-county region. • 98 percent of all 2-1-1 callers reported receiving critical information or support that helped them resolve pressing needs.
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HEART OF FLORIDA UNITED WAY PROGRAMS AND SERVICES
UNITED WAY VOLUNTER RESOURCE CENTER The Volunteer Resource Center (VRC) connects corporate volunteer groups, individuals, families and students with opportunities to make a difference in our community. More than 150 local nonprofit agencies received assistance in recruiting, training and managing volunteers whose donated time and talent helps stretch precious resources. Program Highlights: • Organized United Way Days of Caring, Central Florida’s largest community-wide volunteer event. In 2009, more than 1,600 corporate volunteers helped complete 26 projects benefiting local nonprofit agencies and the people they serve. Participating companies included Lockheed Martin, Walt Disney World Resort, Publix Super Markets, Inc., AT&T, Fifth Third Bank and nearly 40 others. • Sponsored a United Way Day of Action project that provided much-needed repairs and security improvements to the home of an elderly Pine Hills resident. Funded with a grant from the Orange County Neighborhood Services Division, the project was completed by 70-plus community volunteers. It also supported United Way’s strategic efforts to improve community safety. • Registered 1,089 new volunteers through the VRC’s website, which lists dozens of opportunities for volunteers to get involved and make a difference. In all, 2,274 volunteers were referred to 148 local nonprofit agencies that needed volunteer assistance. • Coordinated 128 group projects, resulting in more than 20,000 hours of volunteered time valued at approximately $417,000.
UNITED WAY GIFTS IN KIND CENTER (GIKC) The Gifts in Kind Center (GIKC) solicits and collects donated merchandise and materials for redistribution to local nonprofit agencies and school organizations. Distributed items include personal care products, office supplies, seasonal merchandise and more. 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.
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THE PROSPERITY CAMPAIGN OF CENTRAL FLORIDA The Prosperity Campaign of Central Florida addresses growing poverty in our region by promoting financial literacy and improving low-income residents’ access to financial services and resources. As part of the campaign, United Way promotes the Earned Income Tax Credit (EITC), which is credited with lifting more children out of poverty than any other federal program.
Collectively, EITC refunds pumped $422.4 million back into the local economy – a oneyear increase of 7 percent. The Prosperity Campaign also promotes the FamilyWize card, a free, easy-to-use prescription discount program which reduces the cost of medications by an average of 35%. Program Highlights: • In tax year 2008, 190,528 EITC claims were filed in Central Florida. • Refunds of up to $5,600 per family helped people increase their financial stability by paying down debt, saving for a home, enrolling in job training programs or covering any basic need. • Last year nearly 8,000 people visited free tax prep sites promoted by Heart of Florida United Way. • Central Floridians have used their FamilyWize prescription discount cards more than 20,000 times, resulting in a cumulative savings of more than $350,000.
HIV/AIDS CARE AND ASSISTANCE Serving HIV/AIDS patients throughout Orange, Osceola, Seminole and Brevard counties, the Ryan White Part B/General Revenue Program helps improve the quality of life for thousands of HIV/AIDS patients each year. As lead fiscal agent, HFUW annually receives more than $2 million dollars to fund patient care and support services provided through a network of eight AIDS service organizations and more than 200 service providers. Program dollars are targeted for underserved groups, such as people who may be uninsured or unable to pay for expensive 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: • Served more than 3,500 people infected with HIV/AIDS. • Received an additional $259,000 in Ryan White funding to increase direct-care services to patients residing within Orange, Osceola, Seminole and Brevard counties. • Increased HIV prevention efforts targeting at-risk youth through the Central Florida AIDS Planning Consortia Prevention Committee. • Exceeded contract expectations by expending more than 99% of awarded contract dollars.
Program Highlights: • Distributed $661,496 worth of donated supplies and materials to more than 100 local nonprofits. • Office Depot, Alcon, Bed Bath & Beyond and several trade show groups were among the numerous businesses that made tax-deductible, in-kind donations. How You Can Help If you or your company have new or used surplus goods and would like to make a large-scale, in-kind donation, contact the center at (407) 835-0900 x 232, or e-mail GIKC@hfuw.org.
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INVESTING IN RESULTS Heart of Florida United Way is moving in a bold, new direction focused on prevention. Building on our tradition of helping millions of Central Floridians since 1939, we’re now addressing the root causes of problems that affect people’s lives and our community. Our goal is to create lasting, measurable change – not just for today, but for generations to come.
Focusing on Prevention
We know 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. Not only is prevention the right thing to do for people, it also makes smart economic sense. Research shows that for every dollar spent on prevention, a minimum of $7 is saved on intervention. Therefore, Heart of Florida United Way has put a stake in the ground and is declaring bold goals to find long-term solutions for our community’s most pressing problems. Areas we are focusing on include:
• Building Safe Communities
Creating safer neighborhoods by reducing crime – especially youth violence – through programs that mentor teens, improve high-school graduation rates and promote life success
• Improving Financial Stability
Helping low-income families increase their financial stability through financial literacy programs, credit counseling, improved access to affordable childcare and resources for building savings
• Developing Healthy Children and Families
Creating strategies focused on healthy beginnings, access to healthy choices for children, youth and adults, and family engagement and education
• Alleviating Hunger and Homelessness
Reducing hunger and homelessness by linking people to public assistance programs, affordable housing and other prevention-based resources
Community Problems Require Community Solutions
As our region’s largest supporter of health and human service organizations, HFUW is in a unique position to lead the community in creating new prevention-based solutions. That’s why we’re convening, collaborating and partnering with issue experts, nonprofit professionals, business leaders, academics, private citizens, faith-based groups and others in addressing agreed-upon priorities.
Change won’t occur over night, but when it happens it will be deep and lasting. Moving the needle on complex issues requires steady, sustained focus over the next several years. United Way, guided by community volunteers, will measure progress and report results back to the community every step of the way. 10
LEADING THE CHANGE Building on United Way’s longstanding tradition of engaging volunteers in nearly every aspect of our operations, nearly four dozen local community leaders and issue experts have been instrumental in guiding the transition to Investing In Results (IIR). Leading the way has been the Investing In Results Council, which spent two full years researching and vetting every aspect of the new model prior to its implementation. Chaired by Ed Timberlake, Chairman of the Central Florida Board for Seaside National Bank & Trust, the council continues to provide valuable insight, guidance and independent review.
INVESTING IN RESULTS COUNCIL Ed Timberlake, Chair
Chairman of the Central Florida Board Seaside National Bank & Trust
In early 2009, cabinets formed around two of United Way’s new focus areas, Building Safe Communities and Improving Financial Stability. Tasked, respectively, with finding new solutions for addressing crime particularly juvenile crime; and helping families strengthen their financial resources, the cabinets spent more than 500 hours reviewing prevention-based agency programs that support focus-area goals.
Mark Brewer, Vice Chair
Marking a milestone in our 71-year history, these cabinets also helped launch United Way’s competitive, grant-making process, which awards funding based on a program’s strategic ability to move the needle and achieve community-level change.
Lania Crouch
A third cabinet formed in early 2010 around Developing Healthy Children and Families. Its members have identified prevention-based strategies for encouraging better health and well-being for local children, youth, adults and families. They will be working with local partner agencies to create lasting change. A fourth cabinet is in formation to address Alleviating Hunger and Homelessness. In addition to partnering with the Central Florida Commission on Homelessness, United Way’s strategies in this area will focus on hunger, lack of stable housing and access to public assistance programs.
President/CEO Community Foundation of Central Florida
Robert H. (Bob) Brown President/CEO Heart of Florida United Way
Human Services/Library Services Osceola County Government
Michael Frumkin, Ph.D.
Dean, College of Health & Public Affairs University of Central Florida
Mark A. Jones
President Dr. P. Phillips Hospital
Dr. Laurie Joyner Interim Provost Rollins College
Ray Larsen
Executive Director Central Florida Commission on Homelessness
Patty Maddox
President/CEO Winter Park Health Foundation
Ronald F. Piccolo, Ph.D.
Associate Professor, Crummer Graduate School of Business Rollins College
Jacob Stuart
President/CEO Central Florida Partnership
Michele Saunders
Director of Community Services Seminole County Government
Donna Templin Community Volunteer
Linda Weinberg
Deputy County Administrator Orange County Government
For Central Florida to be the community we want it to be, United Way must be a strong, vibrant force in caring for people in need. It’s why I strongly support United Way and it’s how I LIVE UNITED. Ed Timberlake Chair, Investing in Results Council Chairman of the Central Florida Board Seaside National Bank & Trust
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BUILDING SAFE
COMMUNITIES
When United Way asked Central Floridians to identify their top community concerns, crime and unsafe neighborhoods outranked all other issues. In response, Building Safe Communities was established as one of our four focus areas. In seeking new solutions for addressing the root causes of crime, particularly youth crime, United Way is, among other things, funding programs that help young people excel in school, graduate with positive options and become successful adults. The following are highlights of what has been achieved with United Way support:
• Approximately 26,000 children and youth participated in after-school programs • • •
BUILDING SAFE COMMUNITIES CABINET Dr. Laurie Joyner, Chair Interim Provost Rollins College
Donna Templin, Vice Chair Community Volunteer
W. Gene Grace
Director, Student Safety & Student Alternative Placement Seminole County Public Schools
The Honorable Alicia L. Latimore
Circuit Judge Ninth Judicial Circuit Court
Ray Thomann
District Security Specialist The School District of Osceola County
Dr. Roberto Hugh Potter Professor Criminal Justice and Legal Studies University of Central Florida
Captain Charles Robinson Crime Prevention Division Commander Orlando Police Department
Dr. Joy W. Taylor
and other activities that encourage school success and steer kids away from crime and risky behaviors. More than 23,000 people received substance abuse and mental health prevention/intervention services. Nearly 5,000 children improved or maintained school performance through youth development programs. More than 3,000 youth were served through outreach programs that increased their ability to make positive decisions.
Success Story Surviving Job Loss: United Way Provides Hope and New Beginnings for Elizabeth Everything Elizabeth* has in life, she’s worked hard to achieve with no help from anyone else. Quiet and unassuming, she foregoes nice things for herself in order to provide extras for her children, Sam, 11, and Sarah, 13. As an assistant manager at a local pizza restaurant, Elizabeth struggled for years to make ends meet. So when the economy crashed and she lost her job, her finances quickly unraveled. After hearing about a federal program United Way is administering to help people avoid homelessness, Elizabeth called United Way 2-1-1 and was quickly qualified to receive temporary rent assistance.
Director, Title 1 Federal Programs Orange County Public Schools
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Note: Figures are based on data provided by agencies. Not all agencies collect all categories of demographic data for all clients. The figures also include the United Way 2-1-1 & Elder Helpline.
IMPROVING
FINANCIAL STABILITY Even before the financial crisis began, thousands of Central Floridians were walking a financial tightrope. Often working two or three jobs just to survive, many had no opportunity to improve job skills or save for an unexpected crisis, such as illness or job loss. The desperate circumstances many residents are now facing underscores the importance of United Way’s focus on helping low-income families improve their financial stability. That’s why, among many other things, we’re funding preventionbased programs that help people learn how to create workable budgets, manage credit, build savings and improve their ability to weather future storms. The following are highlights of what has been achieved with United Way support:
• Approximately 3,300 people took part in personal growth and skills training to increase opportunities for successful employment.
• More than 14,000 people received financial education and counseling to improve or maintain assets and self-sufficiency.
• Nearly 30,000 people received clothing, furniture, employment assistance and childcare subsidies, which are critical stepping stones to self-sufficiency.
IMPROVING FINANCIAL STABILITY CABINET Mark A. Jones, Chair President Dr. P. Phillips Hospital
In addition to keeping the family in their home, United Way case managers provided the ongoing support and encouragement Elizabeth needed to enroll in GED classes to earn her high school diploma.
Lisa Portelli, Vice Chair Program Director Winter Park Health Foundation
Ronald W. Albert
She also learned new computer skills at the local library and participated in a Goodwill Industries self-sufficiency program, which helps people find employment and prepare for interviews. Thanks to timely help received through United Way, Elizabeth is flourishing and moving ahead. More confident and hopeful, she continues to improve her job skills. Most of all, she’s proud that she’s setting a good example for Sam and Sarah to follow as they grow up. When you support United Way, you support our work to help thousands of people like Elizabeth and her family who are struggling in these difficult times to pay for housing, utilities, food and other basic needs.
SPEC Territory Manager Internal Revenue Services
Gloria Bailey
Senior Vice President/Senior Client Manager Bank of America, Merrill Lynch
Janet Hamer
Senior Community Development Manager Federal Reserve Bank of Atlanta Jacksonville Branch
Yolanda Londoño
Vice President of Global Social Responsibility Tupperware Brands Corporation
Nana Robertson, M.S.
Program Manager, Early Childhood Dept. Seminole State College
Chris Toadvine
Toadvine & Associates
*Client’s identity has been changed to protect her privacy
Sharron R. Washington
Circuit 9 Operations Manager Florida Department of Children & Families
Note: Figures are based on data provided by agencies. Not all agencies collect all categories of demographic data for all clients. The figures also include the United Way 2-1-1 & Elder Helpline.
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DEVELOPING HEALTHY
CHILDREN AND FAMILIES Families are the smallest unit of society, yet they represent its most important building block in creating a healthy, strong community. That’s why United Way is committed to ensuring Central Florida families have the critical support and resources they need to thrive. Through Developing Healthly Children and Families, we’re funding programs that provide affordable, high-quality child care; parent training workshops; family counseling; warm, nutritious meals for seniors; safe shelter for abused women and children; and so much more. The following are highlights of what has been achieved with United Way support:
• Approximately 33,000 people participated in education services that helped them improve or maintain healthy behaviors.
• Nearly 18,000 women and children facing domestic violence received help in escaping dangerous situations.
• Nearly 17,000 people received family development services, such as counseling, reunification, parent training and prenatal care education.
• Some 12,500 senior citizens benefited from assistance with meals, transportation and daily care.
• More than 2,300 residents with disabilities took part in workshops and adult training programs.
• More than 1,500 youth participated in mentoring and counseling services that help teens successfully transition to adulthood.
DEVELOPING HEALTHY CHILDREN AND FAMILIES CABINET Ronald F. Piccolo, Ph.D., Chair
Margaret Linnane
C. Josef Ghosn, Ed.D., Vice Chair
Merewyn E. “Libba” Lyons, Ed.D.
Lonnie C. Bell, Jr.
Judy Thames
Associate Professor, Crummer Graduate School of Business Rollins College
Sr. Vice President, Chief Strategy Officer Florida Division of Adventist Health System
Director Orange County Family Services Department
Nancy Ellis, Ph.D.
Director Center for Community Partnerships University of Central Florida
Paul Hoyer
Pastor Holy Cross Lutheran Ministries
Belinda Johnson-Cornett Administrator Osceola County Health Department
Jennifer Kent-Walsh, Ph.D. Associate Professor, Department of Communication Sciences and Disorders University of Central Florida
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Director Philanthropy & Nonprofit Leadership Center Rollins College
Director, Grant Services Orange County Public Schools
Volunteer AARP
Therry Feroldi, Sr.
Health Planner The Health Council of East Central Florida
Debbie Watson
Vice President Winter Park Health Foundation
Karen Willis
CEO Early Learning Coalition of Orange County
Success Story When Her Job Disappeared, Marti, 68, Had Nowhere to Live But Her Car As a mental health professional, Marti Gitto-Brady, 68, has spent her entire career helping others. With a master’s degree in counseling and a 20-year career in the nonprofit sector, she never imagined she’d be the one needing help. But when the Orlando agency she worked for lost grant funding, her job was one of the first to go. Certain that another
Note: Figures are based on data provided by agencies. Not all agencies collect all categories of demographic data for all clients. The figures also include the United Way 2-1-1 & Elder Helpline.
ALLEVIATING HUNGER AND HOMELESSNESS For most of us, having enough food and a warm, safe place to sleep are considered basic rights. Unfortunately, for a growing number of Central Floridians – including families with children – hunger and homelessness are daily realities. Unemployment, foreclosure, serious illness and domestic violence are among a multitude of factors that contribute to rising rates of hunger and homelessness. In response, United Way is helping link people with critical resources, such as affordable housing and utility assistance programs. We’re also partnering with the Central Florida Commission on Homelessness, which is working on long-term solutions to end homelessness. The following are highlights of what has been achieved with United Way support:
• More than 43,000 residents received emergency utility and rent assistance to help stabilize crisis situations.
• An estimated 28,000 people were nourished through local food programs. • •
Additionally, more than 19 million pounds of food were distributed in the local community. Approximately 6,300 children and adults received homeless services and safe shelter. More than 4,600 people benefited from shelter, transportation, and/or utility assistance case management.
job was just around the corner, she got by for a while on unemployment benefits and savings. But when those ran out and the job market hit rock bottom, she faced a difficult decision – continue making her car payments or keep her apartment. Knowing that she’d need her car to get another job, she chose to give up her apartment. With what little money she had left, Marti stored her belongings and prepared to become homeless. For the next six months – through the blistering heat of summer and the first chill of winter – she and her dog, Taz, lived in her Honda.
Fortunately, Marti found assistance through a United Way administered program that helps people avoid or recover from homelessness. With help from case managers she moved into a small house, and then found a full-time job. Today she shares her story in hopes of helping others. “You don’t expect to spend your golden years in your car, but what happened to me can happen to anyone,” she said. “Right now, there are so many other seniors and families who are homeless, and they need our help.”
Note: Figures are based on data provided by agencies. Not all agencies collect all categories of demographic data for all clients. The figures also include the United Way 2-1-1 & Elder Helpline.
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CAMPAIGN HIGHLIGHTS 2009-10 Looking back over my year as United Way’s 2009-10 Campaign Chair, I am awed by Central Florida’s outpouring of compassion and support on behalf of our neighbors in need. When the campaign kicked off last fall, we knew we faced significant challenges. But in spite of the worst economic crisis in modern times, our community rallied together to raise an astounding $17,117,229 in the workplace campaign alone. It’s the great, generous heart of our community that makes Central Florida strong. With so many of our neighbors facing another difficult year, I urge you to generously support United Way. We are all in this together, and together we will come through.
Each year, United Way’s Community Campaign raises millions of dollars to help fund critical agency programs that improve lives and make Central Florida a safer, healthier place to live, work and raise a family. Thanks to a very generous community, last year’s campaign raised an astounding $17.1 million, which was the largest portion of the $25.2 million United Way raised, managed or distributed to help local people in need. More than 450 companies supported the fundraising effort, which is divided into business sectors. We want to thank and recognize the campaign’s overall largest contributors, as well as top division leaders, listed below. Top Giving Organizations Contributing $100,000 or more: The Walt Disney Company Publix Super Markets, Inc. Lockheed Martin, Inc. Darden Restaurants, Inc. Orange County Government SunTrust Bank AT&T UPS Central Florida District Tupperware Brands Corporation Florida Hospital Wachovia Bank, NA – A Wells Fargo Company Siemens Energy, Inc. Bank of America SeaWorld Orlando | Aquatica | Discovery Cove Enterprise Holdings CNL Financial Group, Inc. OUC—The Reliable One FedEx Fifth Third Bank Orlando Health Seminole County Public Schools McLane Suneast Lowndes, Drosdick, Doster, Kantor & Reed, P.A.
Accounting Firms:
Joining with people who have a heart for others . . . that’s how I LIVE UNITED. Des Cummings Jr., Ph.D.
United Way 2009-10 Campaign Chair Executive V.P. of Florida Hospital and the Florida Division of AHS
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Deloitte & Touche LLP Ernst & Young, LLP PricewaterhouseCoopers, LLP Cross, Fernandez & Riley, LLP Averett Warmus Durkee McGladrey The Institute of Internal Auditors KPMG LLP Osburn Henning & Company, Certified Public Accountants, P.A.
Building and Design Arts Zachry Construction Company Brasfield & Gorrie LLC PCL Construction Services, Inc. PBS&J Ring Power Corporation Palmer Electric Company RLF, Inc. Camp Dresser & McKee
Williams Company Management Group HD Supply, Inc.
Business and Industry Orlando Magic Progress Energy Florida Gas Transmission Company Southeastern Container Coca-Cola North America Florida Municipal Power Agency Cessna Aircraft Company Greater Orlando Aviation Authority Massey Services, Inc. The Andersons, Inc.
Combined Federal Campaign Naval Air Warfare Ctr. Training Sys. Div. NAWCTS US Army PEO STRI Simulation, Training, Instrumentation Dept. of VA Orlando VA Medical Center VAMC USPS-Orlando P&DC DHS Transportation Security Administration, TSA, Orlando & Sanford USPS-Mid-FL P&DC DOJ-Federal Correctional Complex Coleman Bureau of Customs and Border Protection DHS CBP-Binnacle Bureau of Customs & Border Protection DHS CBP-Lakemont USPS-Orlando L&DC
Education Orange County Public Schools Valencia Community College Administration Seminole State College of Florida Rollins College
Financial Services Bank of New York Mellon Regions Bank The Hartford Insurance Group, Orlando Regional Office GE Capital Raymond James & Associates, Inc. State Farm Fairwinds Credit Union St. Paul Travelers BB&T HSBC North America
Florida State Employees Charitable Campaign (FSECC) University of Central Florida DCF-District Administration District 7 Coordinator DOH-Orange County Health Department DEP-Central District Office DOT-Florida’s Turnpike Enterprise DOH-Seminole County Health Department DOT-Maintenance Office - Orlando DC-Probation/Parole Services - Orlando DCF-ESS Sanford Service Center JAC-State Attorney’s Office, 9th Circuit Orange & Osceola
Foundations Morgridge Family Foundation Siemer Family Foundation Elizabeth Morse Genius Foundation Winter Park Health Foundation VanderWeide Family Foundation Kiwanis Club of Orlando Foundation, Inc. Gordon J. Barnett Memorial Foundation The Kimball Foundation Clifford & LaVonne Graese Foundation Roberts Family Fund Gene and Amy Lee Fund James E. & Mary E. Harper Charitable Foundation A Friends’ Foundation Trust CIGNA Foundation Tom & Teresa Quinn Fund Shell Oil Company Foundation
Health Care Blue Cross Blue Shield Health Options Adventist Health System Corporate Office Health Central Invacare Corporation United Healthcare of Florida Johnson & Johnson Eli Lilly & Company Merck & Merck-Medco Abbott Laboratories Delta Dental Insurance
High Tech CenturyLink Sprint Northrop Grumman Litton Laser Systems Nuvox Communications Smart City Telecom General Dynamics C4 Systems Metavante Banking Solutions Convergys TriQuint Semiconductor - Sawtek Division New Business Solutions, Inc.
Hospitality Marriott International, Inc.
AAA National Orlando/Orange County Convention & Visitors Bureau Hyatt Regency-OIA Walt Disney World Swan & Dolphin Towne Park, LTD. La Quinta Inn Hotel Royal Plaza Hilton Hotels Regional Office
Labor Unions American Federation of Government Employees (AFGE) American Federation of State, County and Municipal Employees (AFSCME) Central Florida Building Trades Council Communication Workers of America (CWA) Locals 3108 and 2385 Craft Maintenance Council Int’l. Association of Fire Fighters (IAFF) Locals 1365, 2057 and 2117 Int’l. Brotherhood of Electrical Workers (IBEW) Locals 606, 1042 and 2000 Service Trades Council Seminole Education Association and Support Professionals (SEA) Local 7457 United Auto Workers (UAW) Local 78810
Law Firms Holland & Knight LLP Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A. Baker & Hostetler LLP Rissman, Barrett, Hurt, Donahue & McLain, P.A. Winderweedle, Haines, Ward & Woodman, P.A. Shutts & Bowen Akerman Senterfitt, P.A. Mateer & Harbert, P.A. Bogin Munns & Munns, P.A. Moran Kidd Lyons Johnson & Berkson, P.A.
Media Bright House Networks Comcast Orlando Sentinel Communications WFTV-Channel 9–Cox Enterprises Fry Hammond Barr Ron Sachs Communications, Inc.
Nonprofits and Agencies Heart of Florida United Way, Inc. The Center for Drug-Free Living, Inc. Community Coordinated Care for Children Devereux Florida Lighthouse Central Florida Boys & Girls Clubs of Central Florida, Inc. Children’s Home Society of Florida, Central Florida Division
The Salvation Army of Orange County Coalition for the Homeless of Central Florida, Inc.
Osceola County Osceola County Public Schools City of Kissimmee Pepsico Beverages & Foods City of St. Cloud Jeld-Wen Millwork Masters Jeld-Wen, Inc. D/B/A Doorcraft of FL Osceola County Government Osceola Council on Aging, Inc. Tohopekaliga Water Authority
HEART OF FLORIDA UNITED WAY 2009-10 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, civicminded individuals:
Public Service Reedy Creek Improvement District City of Altamonte Springs South Florida Water Management District City of Winter Springs City of Winter Park Seminole County Government
Retail
Immediate Past Chair
The Honorable Richard T. Crotty Orange County Mayor
2009-10 Campaign Chair
Des Cummings Jr., Ph.D. Executive V.P. of Florida Hospital and the Florida Division of AHS Building & Design Arts
Target Corporation Macy’s JCPenney Costco Wholesale Best Buy Wal-Mart Dillard’s, Inc. Nordstrom Florida Mall CVS Pharmacy Distribution BJ’s Wholesale Club
William Hercules
Top Companies for Individual Leadership Giving (Individuals donating between $1,000 and $9,999)
High Tech
The Walt Disney Company Lockheed Martin, Inc. Publix Super Markets, Inc. Darden Restaurants, Inc. Tupperware Brands Corporation Orange County Government SunTrust Bank of Central Florida CNL Financial Group, Inc. Lowndes, Drosdick, Doster, Kantor & Reed, P.A. Fifth Third Bank, Central Florida
Orlando/Orange County Convention & Visitor’s Bureau, Inc.
Perkins+Will
Financial Services
Sandy Hostetter CNLBank
Health Care
C. Josef Ghosn, Ed.D. Florida Hospital
HFUW Agencies/Nonprofits
Carol Wick
Harbor House of Central Florida
Kevin Sheehan Lockheed Martin, Inc. Hospitality
Gary Sain, CTC, CHME Loaned Executives
Sindy Cassidy Right Management Media
Laura Guitar Edelman
Retail (Malls)
Steve Jamieson Mall at Millenia
Tocqueville Initiative Program
A. Scott Michael Strombeck Consulting
United Way Council of Women
Karen Dee, Co-chair Fifth Third Bank
Helen Donegan, Co-chair University of Central Florida
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Fund Distribution Process Fund Distribution Committee
United Way Still The Gold Standard of Giving
Debbie Clements, Chair
For more than 70 years, United Way has distributed community dollars through a time-honored tradition that is recognized as the gold standard of nonprofit review, transparency and accountability. Until we fully transition to the Investing in Results model of distributing dollars through competitive grants, the allocation of some funds will continue to be guided by the Fund Distribution Committee.
Patricia DeYoung, Vice Chair
Chaired by Debbie Clements, Community Relations Manager with Progress Energy and long-time United Way volunteer, the committee is comprised of other dedicated volunteers who lend their time and expertise in helping determine the wisest and most effective use of fundraising dollars.
Progress Energy Florida, Inc.
Darden Restaurants Foundation (retired)
Stephen Baum Melissa Currie Karen Dual Ray Larsen Donna Templin Ralph Perrino Janell Ray Bob Raudebaugh Kran Riley Diana Silvey Cindy Sweeden Angie Thillet
Wachovia Bank - A Wells Fargo Company Deloitte & Touche, LLP Averett Warmus Durkee Central Florida Commission on Homelessness Community Volunteer Ralph Perrino, CPA IBM Florida Wachovia Bank - A Wells Fargo Company Wayne Densch Charities (retired) Winter Park Health Foundation The Walt Disney Company Funeraria & Crematorio Porta Coeli
By serving on the board for Heart of Florida United Way and other organizations, and being willing to ask the hard questions, I help ensure accountability. That’s how I LIVE UNITED. Avido Khahaifa, Senior Vice President & General Manager, Orlando Sentinel United Way Secretary of the Board
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To ensure that United Way funded programs meet highest standards of effectiveness and accountability, 34 volunteers serving on 6 committees conducted more than 115 program reviews and nearly 60 question and answer sessions. We wish to thank members of the Fund Distribution Committee, as well as many other compassionate and committed volunteers, who make our organization – and community – stronger and more effective in helping people in need.
HEART OF FLORIDA UNITED WAY 2009-10 PARTNER AGENCY LIST Adult Literacy League, Inc. After School Program, Inc. American Red Cross of Central Florida Apopka Family Learning Center B.E.T.A. Center, 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 Christian Service Center for Central Florida, Inc. Coalition for the Homeless of Central Florida, Inc. Community Based Care of Seminole, Inc. Community Coordinated Care for Children, Inc. (4C) CredAbility/Consumer Credit Counseling Service of Central Florida and the Florida Gulf Coast Devereux Florida Edgewood Children’s Ranch, Inc. Family Services of Metro Orlando FOCUS (Federation of Congregations United to Serve, Inc.) Foster Grandparent Program of Central Florida The Gift of Swimming Girl Scouts of Citrus Council, Inc. The Grove Counseling Center, Inc. GROWS Literacy Council, Inc. Harbor House (Orange County Center Against Domestic Violence) Health Care Center for the Homeless Help Now of Osceola, Inc. Jewish Family Services of Greater Orlando, Inc.
Success Story Life as a low-income, single mother isn’t easy, but when you’re a low-income, widowed grandmother raising three grandchildren, it’s even more difficult.
When Alberta Walker* first took custody of her granddaughters, she and her husband, John, shared the responsibility of raising them. After his death she did the best she could, but the family often went without even the most basic of necessities.
Kids House of Seminole, Inc. Lighthouse Central Florida Living Hope International Ministry MADD – Mothers Against Drunk Driving, Central Florida Chapter Meals on Wheels Etc., Inc. The Mustard Seed of Central Florida, Inc. Orlando Day Nursery Association, Inc. Osceola Association for Retarded Citizens, Inc. (ARC) Osceola Council on Aging, Inc. QUEST, Inc. Rescue Outreach Mission of Sanford, Inc. Retired & Senior Volunteer Program of Orange County (RSVP) Safehouse of Seminole 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 Seminole Work Opportunity Program (SWOP) SENIORS FIRST, Inc. Share the Care Welbourne Avenue Nursery & Kindergarten, Inc. Winter Park Day Nursery, Inc. Heart of Florida United Way Contract Agency Central Florida Council Boy Scouts of America Heart of Florida United Way Special Initiatives United Way 2-1-1 & Elder Helpline Family Emergency Fund Success By 6 - Healthy Families
Thanks to the Osceola Council on Aging’s Nutrition Services Program, funded in part through United Way, Alberta and the girls now receive warm, balanced meals that help them stay strong and healthy. The agency also provides help with transportation, home repairs and other critical needs. Prior to receiving assistance, their situation seemed hopeless. “I didn’t look years into the future, not even months. I just survived with the children from day to day,” Alberta said. Alberta’s love and diligence are paying off. You can hear it in the words of her granddaughters.
"If it wasn’t for my grandmother, I know I couldn’t reach my potential,” said Brittany, a talented middle-school student who plans to attend the Osceola School for the Arts and become the first in the family to attend college. Ashley, a Spanish and math honors student, shares her sister’s love for their grandmother. “I don’t think I show enough appreciation for my grandmother, but I realize the sacrifices she’s made,” she said. Alberta is the only mother she’s ever known. That’s why she’s determined to succeed, follow her sister into college and make her grandma proud. *Client’s identity has been changed to protect her privacy
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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.
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.”
La Table Ronde des Millions de Dollars — $1,000,000 or more
Ted Crowell
Helen & Richard DeVos
The Richard and Helen DeVos Foundation
Dr. P. Phillips
Dr. Nelson Ying
Contributed in the name of The Baron and Baroness of Balquhain Ying of Balquhain
Ordre de Fraternité $75,000 to $99,999
Ordre d’Egalité $50,000 to $74,999
Clarence Otis, Jr. & Jacqueline Bradley
Jim & Dayle Seneff CNL Financial Group
Darden Restaurants, Inc.
John & Carrie Morgridge Morgridge Family Foundation
Mr. & Mrs. W. E. Jock Spears Robert and Cheri VanderWeide
VanderWeide Family Foundation
Ordre dé Liberté $25,000 to $49,999 Mr. & Mrs. Charles E. Bosserman
Members de la Société — $10,000 to $24,999 Jim & Elli Atchison
Bob A. Iger & Willow Bay
Michael & Beth Pattillo
Carol & Barney Barnett
Howard Jenkins
Wayne P. & Dr. Robin R. Roberts
Robert D. Beard
Pat & Audrey Knipe
Marty Rubin
SeaWorld Parks & Entertainment
Publix Super Markets, Inc.
Ernst & Young, LLP
Kevin & Linda Casey Ernst & Young, LLP
Meg & Rich Crofton The Walt Disney Company
William T. & Jennifer D. Dymond, Jr. Lowndes, Drosdick, Doster, Kantor & Reed, P.A.
Stephen Fan
China Pavillion at Epcot ®
Suzanne & Michael Fleming Merrill Lynch
Lillian Garcia
The Walt Disney Company
Publix Super Markets, Inc.
Harriett & Hy Lake Joe R. Lee Darden Restaurants, Inc.
John & Rita Lowndes
Lowndes, Drosdick, Doster, Kantor & Reed, P.A.
Andrew & Paula Madsen Darden Restaurants, Inc.
Michael & Renee Mueller Health Central, Inc.
David Lee Neel
Tupperware Brands Corporation
Florence & Egbert Neidig
Michael & Terri Harding
Richard & Mary Nunis
Deloitte & Touche LLP
New Business Solutions, Inc.
Ernst & Young, LLP
Community Foundation of Central Florida
Smart City Telecom
Michael & Theresa Ryan
Lowndes, Drosdick, Doster, Kantor & Reed, P.A.
Mike Shemelya Ernst & Young, LLP
Nicholas & Patricia Siggelkow-Pope Lowndes, Drosdick, Doster, Kantor & Reed, P.A.
Linda Warren & Dr. Jeffrey Prickett The Walt Disney Company
Al & Doreen Weiss The Walt Disney Company
Gary & Erika Woodrell Alcon
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THE COUNCIL OF WOMEN
United Way Women’s Leadership Initiative
Co-Chair – Karen Dee Fifth Third Bank, Central & North Florida
The United Way Women’s Leadership Initiative focuses attention on the unique health and social service needs of women and children.
Co-Chair – Helen Donegan University of Central Florida
Chaired by Karen Dee, President/CEO of Fifth Third Bank, and Helen Donegan, Vice President of Community Relations for UCF, and guided by The Council of Women, the initiative is raising funds, awareness and volunteer support to address critical issues that disproportionately affect women, such as domestic violence, access to health care and child care, and more. Prompting the initiative is the fact 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. Nearly two-thirds of clients served by United Way partner agencies are women, many of whom are single heads of households.
Tobi Allen
Lockheed Martin, Inc.
Tracy Barwick McGladrey
Betsey Bell Orlando Magic
Joy Block
Deloitte & Touche LLP
Sara Brady
Sara Brady Public Relations
Val B. Demings
Chief of Police, City of Orlando
Award-winning author, Sapphire, keynote speaker of the Women’s Leadership Luncheon
In addition to volunteer projects, one of the group’s major outreach efforts is an annual luncheon, which featured Sapphire, the New York Times best-selling author whose novel Push inspired the Oscar-winning film, Precious.
Karen Dyer Boies, Schiller & Flexner
Pat Engfer
Hyatt Regency (OIA)
Terry Fitzpatrick UPS
As keynote speaker, Sapphire urged the group to continue their efforts to help local women, children and families in need. Education, she said, is transformational because it helps women and girls break cycles of poverty.
Lawrie Platt Hall Platt Hall & Associates
Leslie Hielema
Orlando Regional Chamber of Commerce
“We know that 90% of poor women on welfare are able to earn a living wage within two years of completing college,” she said.
Harriett Lake Philanthropist
Linda Landman-Gonzalez Orlando Magic
Meredith Level
Lowndes, Drosdick, Doster, Kantor & Reed, P.A.
Yolanda Londoño
Tupperware Brands Corporation
Shannon McAleavey Walt Disney World Resort
Samantha O’Lenick Florida Hospital
Sibille Pritchard
Brooksville Development Corporation
Sara Segal
Community Philanthropist
Paula Shives
Darden Restaurants, Inc.
We LIVE UNITED by co-chairing the United Way Women’s Leadership Initiative and serving on boards and committees for various community organizations. Karen Dee President, Fifth Third Bank Central and North Florida
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Kathy Swanson
Winnie Palmer Hospital
Helen Donegan V.P. of Community Relations University of Central Florida
UNITED WAY LOANED EXECUTIVE PROGRAM
2009-10 Loaned Executives
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 the 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 Sindy Cassidy, Executive Vice President and Regional Managing Director of Right Management, the program grew to new heights in 2009-10. In all, 18 Loaned Executives shared their time, talent and expertise during campaign, boosting it to the $17.1 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.
WHAT LOCAL BUSINESS LEADERS SAY ABOUT THE PROGRAM: “Over the years, Publix has committed dozens of associates to work on-site at United Way during the annual campaign. Supporting this program sets an example of how business leaders can get involved and become responsible community partners. Associates who’ve served as Loaned Executives return as more engaged and productive citizens. They also pass on their experience, which inevitably makes a difference in the lives of others.” Sam Pero Regional Director of Retail Operations Publix Super Markets, Inc.
“The UPS managers and supervisors who are on loan to United Way during the campaign season are a vital component of United Way’s far-reaching fundraising efforts. While UPS helps keep fundraising costs low by maximizing staff and volunteer efforts, United Way provides a unique management program that develops sales and executive leadership skills in our people. We are pleased to be a corporate partner and lend our best and brightest employees.”
Heart of Florida would like to thank the following companies and individuals who participated in the 2009-10 Loaned Executive program: The Walt Disney Company Kathy Blake The Walt Disney Company Danna Howell Publix Super Markets, Inc. Maria Caballero FedEx Angela Weister UPS Houston Williams Darden Restaurants, Inc. Susan LaFata Tupperware Brands Corporation Gloria Borrero Boys & Girls Club of Central Florida, Inc. Heather Subbert Challenger Gray/Right Management Kari Williams Heart of Florida United Way Michael McClafferty Heart of Florida United Way Rod L. Morton Heart of Florida United Way Mary Lee Walker Combined Federal Campaign/TSAR Orlando Combined Federal Campaign/TSA Sanford Combined Federal Campaign/TSA Sanford Combined Federal Campaign/TSA Orlando Combined Federal Campaign/TSA Orlando Combined Federal Campaign/TSA Orlando
Maricarmen Arredondo Marcos Bocanegra Kimberly Koerner Muriel Magloire John O’Brien Vivene Robinson
“The Loaned Executive Program is a wonderful opportunity for organizations to invest in their local community. It also provides an environment for the loaned employee to develop or enhance their leadership skills and gain valuable insight into the needs of our community.” Sindy Cassidy Executive V.P. & Regional Managing Director Right Management Florida/Caribbean Region
Kim Williams UPS, Director of Human Resources Florida District
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2009-10 FINANCE COMMITTEE
HEART OF FLORIDA UNITED WAY TOTAL RESOURCES Heart of Florida United Way was responsible for raising, managing or distributing $25.2 million throughout Central Florida in fiscal year 2009-10. Known as “Total Resources,” this sum includes dollars raised through the Community Campaign, special events and other donor-related activities.
James B. Cross, CPA, Chair
Stephen J. Graham
It also includes monies managed through emergency food and shelter programs, utility assistance programs, the Homeless Prevention and Rapid Rehousing Program, the Gifts in Kind Center and the Ryan White Part B/General Revenue Program, which supports those affected by HIV/AIDS.
Tim Hyslop
These, combined with other programs, services and resources, make Heart of Florida United Way the tri-county region’s largest supporter of health and human service agencies.
Managing Partner Cross, Fernandez & Riley, LLP
Jim Curley Retired
Senior Financial Manager/Consultant Dr. P. Phillips Hospital
Senior V.P. M&I Bank
Peter L. Lopez, Esq.
STATEMENT OF FINANCIAL POSITION
Partner Lowndes Drosdick, Doster, Kantor, & Reed, P.A.
Robert H. Maiocco
The following is an overview of Heart of Florida United Way’s financial performance comparing fiscal years 2009-10 and 2008-09, ending June 30.
Keith Swider
Assets 2009-10 2008-09
Financial Advisor Merrill Lynch
Director of Business Analysis SeaWorld Orlando | Aquatica | Discovery Cove
Donna Templin Community Volunteer
Richard A. Watkins
Senior V.P., Private Wealth Management SunTrust Bank
Cash and cash equivalents $9,206,848 $8,423,448 Investments $5,256,267 $4,705,672 Certificates of deposit $1,887,419 $1,870,882 Campaign pledges receivable, less allowance for uncollectible pledges of $1,520,427 and $1,651,832 in 2010 and 2009 $6,045,793 $6,576,136 Grants receivable $1,423,014 $1,506,408 Other receivables $58,206 $28,608 Prepaid expenses $115,763 $64,350 Gifts in Kind inventory $296,244 $473,949 Property and equipment, net $4,203,211 $4,303,354 Total assets $28,492,765 $27,952,807 Liabilities and Net Assets Liabilities: Accounts payable $512,162 $475,667 Accrued expenses $360,323 $298,148 Campaign pledges due to designated agencies $3,688,345 $3,351,577 Campaign pledges due to other United Way organizations $217,234 $209,379 Grant advances $469,336 $327,870 Other liabilities $177,140 $311,944 Total liabilities $5,424,540 $4,974,585 Net assets: Unrestricted $11,938,781 $10,274,741 Temporarily restricted $10,329,444 $11,903,481 Permanently restricted $800,000 $800,000 Total net assets $23,068,225 $22,978,222 Total liabilities and net assets $28,492,765 $27,952,807
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Chris Fenger President, Bright House Networks Central Florida Division Vice Chairman of the Board Heart of Florida United Way
I actively support organizations such as United Way and the Boy Scouts of America Central Florida Council, which focus on lifting up our community. That’s how I LIVE UNITED.
Success Story
Edgewood Children’s Ranch Helps Teen Recover From Violent Tragedy
Not many years ago, Chris Matos was just a regular 15-yearold boy. The kind you’d be proud to call your own. Raised by a single mom, he was a good kid who stayed out of trouble, got decent grades and fit in well at University High School where he was a member of the football and wrestling teams.
Desperate to save her son, Chris’ mother contacted Edgewood Children’s Ranch, a United Way funded agency that helps troubled teens rebuild their lives. It was here that Chris received the help he needed to heal, finish school and regain his faith in the future.
But everything changed one afternoon four years ago as Chris walked to the school bus area after class with his best friend Mikey. Another student who’d started a lunchtime fight over a girl was waiting for Mikey with a knife. In an instant, Mikey was stabbed five times and collapsed in a pool of blood.
Since graduating from the program, Chris has been working at Walt Disney World Resort and is making plans to attend Valencia Community College.
Chris, in desperation, held his hands on the wounds to stop the bleeding, but it was no use. Mikey died before reaching the hospital. Like Chris, he was only 15.
“I want to become a paramedic or police officer so I can help people,” he said. “I’ve also patched things up with my mom. She and my grandparents always loved and took care of me. I want to be able to help them and build a better life for myself.”
Reeling from grief and anger, Chris dropped out of school and began hanging out with a new group of friends – members of a local gang who offered security, protection and easy access to drugs that helped ease his pain.
When you support United Way, you support Edgewood Children’s Ranch and nearly 70 other local agencies that are helping people like Chris and his family recover from trauma, homelessness, serious illness and other unexpected crises.
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“How wonderful it is that nobody need wait a single moment before starting to improve the world.”
~ Anne Frank
UNITED WAY MARKETING COMMITTEE Heart of Florida United Way’s Marketing Committee, chaired by Linda Warren, Walt Disney Parks & Resorts (former) has contributed significant resources to promoting the important work of United Way. Each member has generously donated time, talent and resources to enhance our marketing and communication efforts. We are grateful to each member for their contributions and generous support of our mission. Linda Warren, Chair Executive V. P., Marketing & Products and Services
Walt Disney Parks & Resorts (former)
Shawn Bartelt General Manager WFTV 9
Steve Blount
Larry de la Rosa
Douglas Howard
Lauren Rowe
Joel Glass
Vel Johnson
Lorri Shaban
Suzanne Grethen
Greg Johnston
Bob St. Charles
General Manager Telemundo
Designer/Editor Pixel 1080
V.P., Communications Orlando Magic
Public Relations Consultant Vasaj Communications
Blue Guitar Films
Creative Services Director WESH 2
Kathy Brown
John Gross
President Thumbprint Marketing
President of Gross Communications WLOQ-FM
Stephanie Darden
David Hickman
President FDG Creative
Blue Guitar Films
Ty & Kimberly Koon Co-Owners Lawton Printers
News Anchor WKMG Local 6
CEO Thompson Wesley Wolfe
Director of Creative Services WFTV 9
Michelle Stevens
Manager of Community Affairs & Station Events WFTV 9
Beth Lowell
Single Copy Marketing Manager Orlando Sentinel
President Idea Distillery
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 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 to buy advertising. Instead, we rely on the generosity of local media partners to help us raise awareness of critical needs and the gold standard of community giving – United Way. It is with deep gratitude that we recognize the support of our key media partners of 2009-10: Bright House Networks/Central Florida News 13 Clear Channel Communications First Monday Insight East Orlando Mix 105.1 FM Orange Appeal Orlando Home & Leisure Orlando Magazine
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Orlando Sentinel Orlando Times Osceola News Gazette Southwest Orlando Bulletin Sunny 105.9 FM Telemundo Orlando The Park Press WDBO 580 AM
WESH News Channel 2 WFTV 9 Family Connection Winter Park Magazine WKMG Local 6 WLOQ 103.1 FM WMFE 90.7 FM WOFL Fox 35/UPN 65 WOKB 1680 AM
HEART OF FLORIDA UNITED WAY 2009-10 BOARD OF DIRECTORS Vice-Chairman J. Christian Fenger
Chairman Bill Wilson
President Central Florida Division Bright House Networks
Executive Partner Holland & Knight LLP
Treasurer James B. Cross
Managing Partner Cross, Fernandez & Riley, LLP
Secretary Avido Khahaifa
Senior V. P. & General Manager Orlando Sentinel
President/CEO Robert H. (Bob) Brown Heart of Florida United Way
Mark Censoprano
Leslie Hielema
John Pisan
Debbie Clements
Tara Hormell
Ken Potrock
Karen Dee
Stephanie Howell
Jeffrey R. Shafer
Chief Val B. Demings
Timothy N. Hyslop
Kevin A. Sheehan
Stephen Fan
Mark A. Jones
Jacob Stuart
Michael Frumkin, Ph.D.
Dave Krepcho
Keith Swider
Jean D’Meza Leuner, Ph.D., RN
Donna Templin
Senior V. P., Culinary & Beverage Darden Restaurants, Inc.
Community Relations Manager Progress Energy Florida, Inc.
President & CEO Fifth Third Bank, Central & North Florida
Chief of Police City of Orlando
General Manager China Pavilion at Epcot®
Dean & Professor College of Health and Public Affairs University of Central Florida
Lillian Garcia
Executive V.P. & Chief Human Resources Officer Tupperware Brands Corporation
Donald W. Gately District Manager UPS Central Florida District
C. Josef Ghosn, Ed.D.
Senior V.P., Chief Strategy Officer Florida Division of Adventist Health System
Joel Glass
President Orlando Chamber of Commerce
Executive Director Children’s Home Society of Florida
Orlando Director, Client Development and Marketing Baker & Hostetler LLP
Senior V.P. M&I Bank
President Dr. P. Phillips Hospital
President & CEO Second Harvest Food Bank of Central Florida
Dean & Professor, School of Nursing University of Central Florida
Patricia Maddox
President Winter Park Health Foundation
Chief Michael McCoy
Senior V.P., Sports Enterprises Walt Disney Resorts & Parks
President CNL Securities Corp.
V.P., Business Development Lockheed Martin Missiles and Fire Control
President & CEO Central Florida Partnership
Director of Business Analysis SeaWorld Orlando | Aquatica | Discovery Cove
Community Volunteer
Ed Timberlake
Chairman of the Central Florida Board Seaside National Bank & Trust
Linda Warren
Director of Public Safety Orange County Government
Executive V.P. Marketing and Products and Services Walt Disney Resorts & Parks (former)
John Moskos
Richard A. Watkins
V.P. of Communications Orlando Magic
President, Bank of America Market Executive U.S. Trust Bank of America Private Wealth Management
Roseann Harrington
Sam Pero
V.P., Marketing, Communications & Community Relations OUC–The Reliable One
Regional Manager & Senior V.P., Wealth Management Wells Fargo Private Bank
Regional Director of Retail Operations Publix Super Markets, Inc.
Senior V.P., Private Wealth Management SunTrust Bank
Carol Wick
CEO Harbor House of Central Florida
Paul Wilson
Central Florida AFL-CIO
For over 30 years I have lived united through service to my church and as a volunteer and board member of community organizations dedicated to human services, the arts, education and economic development. Today, I LIVE UNITED by serving as the Chairman of the Board of Heart of Florida United Way, as past Chairman of Junior Achievement of Central Florida and as a guardian ad litem for the Legal Aid Society.
Bill Wilson Executive Partner, Holland & Knight LLP 2008-10 Chairman of the Board Heart of Florida United Way
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I’m proud to support the Orlando Magic Youth Fund as we build more places where kids can learn and play. I also strive to be a good role model for other young people. That’s how I LIVE UNITED. Dwight Howard Orlando Magic
GIVE. ADVOCATE. VOLUNTEER
LIVE UNITED Dr. Nelson Ying Center 1940 Traylor Blvd. Orlando, FL 32804 407.835.0900 www.hfuw.org
With a planned gift to Heart of Florida United Way, you can combine your desire to give charitably with your 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 about Planned Giving, call (407) 835-0900, ext. 238. 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. Registration does not imply endorsement, approval, or recommendation by the state.