2012-2013 ANNUAL REPORT
WHEN WE LEND A HAND TO ONE...
WE INFLUENCE THE CONDITION OF ALL!
TABLE OF CONTENTS A Joint Message from the Board Chair & President/CEO
4
Impacting Lives
5
Investing in Results
6
Our Impact
7
Building Safe Communities through Education
2
UNITED WAY HELPS A MOM
8-9
Improving Financial Stability
10-11
Developing Healthy Children & Families
12-13
Alleviating Hunger & Homelessness
14-15
United Way 2-1-1 16-17 United Way Volunteer Resource Center 18-19 United Way’s Fundraising Campaign 20-25 Leadership Giving 26 Alexis de Tocqueville Society 27 United Way Women’s Leadership Council
RECOVER FROM JOB LOSS You only need to meet Eileen Rodriguez once to see how much she appreciates the blessings in her life. Eileen loves her job, and she enjoys living in a comfortable home with her young daughter, Leslie. However, things weren’t always so perfect for the Tupperware® Brands employee who served as an inspirational speaker at the Sixth Annual United Way Women’s Leadership Luncheon. Two years ago, Eileen was jobless, and she and her daughter were facing eviction from their home. Eileen’s previous employer had filed for bankruptcy and laid her off – leaving her with no income or job benefits. Every morning she would wake up with hopes that today would be the day someone would call her for an interview. Days turned into weeks and weeks turned into months, but no calls came.
“It was because of her that I knew I had to find something, someone or someplace that I could turn to for help.” Eileen had been denied public assistance, spent her savings, and her friends and family were unable to help. With resources depleted, she called United Way 2-1-1 and was placed in touch with a partner agency to schedule a qualification interview. The agency paid Eileen’s rent and electric bill and allowed her to take food from its food pantry. Even more important, they counseled her on how to create a balanced budget so she could get back on her feet again. Thanks to United Way, Eileen was able to survive the crisis until she could find a new job. “I am living proof that United Way is carrying out its mission to create opportunities for a better life for all,” she said.
“Worry started to set in as I not only had to feed myself, but I also had to find a way to feed my daughter,” she said.
28-29
United Way Emerging Leaders 30-31 Our Volunteer Leaders 32 2012-2013 United Way Partner Agency List 33 United Way Board of Directors 34 Heart of Florida United Way: Total Resources 35
“I am living proof that United Way is carrying out its mission to create opportunities for a better life for all.”
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Moskos
IMPACTING LIVES ONE PERSON AT A TIME
A JOINT MESSAGE
FROM THE BOARD CHAIR AND THE PRESIDENT/CEO Dear Friend,
Brown
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Achieving large-scale impact in education, income, health and homelessness in Central Florida requires a collective effort, which means organizing cross-sector collaborations to drive positive change. Heart of Florida United Way’s (HFUW) vision is for us to engage all citizens to work together to build healthy, safe, caring and strong communities. However, despite a slowly rebounding economy, many of our neighbors struggle to thrive. Nearly 20% of Central Florida families are living below the poverty level. Almost 40% of children are not proficient in reading. Furthermore, 67% of adults are overweight or obese. Fortunately, thanks to a generous community, United Way has been the bridge that connects those in need with the resources they require to survive and recover. We are proud to have a broad range of partners – individuals and organizations – who have willingly joined with us in building collective networks to help us all reach our full potential. Perhaps the greatest example of their generosity is the outstanding success of our 2012-2013 Workplace Campaign, which raised $17.5 million. These dollars account for the
largest portion of the $24.5 million that United Way raised, managed or distributed last year to help see our community through these difficult times. In all, more than 400,000 tri-county residents received critical assistance through United Way-funded programs last year. Nearly 150,000 of those residents found help through 2-1-1, United Way’s free, 24-hour information referral and crisis helpline. Many others were helped through the United Way Stewardship Program, the Earned Income Tax Credit, the FamilyWize Prescription Discount Program and other important programs whose impact you’ll see highlighted in this annual report.
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Through our strategic efforts in Investing in Results, we are also moving the needle on poverty, hunger, homelessness, low graduation rates and other critical issues that impact individual lives, as well as the health of our entire community. So on behalf of Heart of Florida United Way, our Board of Directors and staff, we thank you for heeding our call to Give, Advocate and Volunteer. Together, we can change lives and build a stronger community where all individuals and families thrive.
Thank you for LIVING UNITED. John P. Moskos
Robert H. (Bob) Brown
President, Bank of America, Central Florida HFUW Board Chair
President/CEO, HFUW
Photo courtesy of Visit Orlando
Last year, United Way served more than 400,000 residents in need – enough to fill the Citrus Bowl 6 times!
400,000 =
RESIDENTS
COLLABORATION
L E A D I N G T H E WAY T H R O U G H C O L L A B O R AT I O N
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ADVANCING THE
COMMON GOOD
By percentage, 2012-2013 program funding across all four focus areas was as follows: Improving Financial Stability
Alleviating Hunger & Homelessness
Investing in Results Heart of Florida United Way is moving in a bold direction focused on prevention. Building on our tradition of helping millions of Central Floridians since 1939, by focusing on prevention, as opposed to intervention, HFUW believes it can change the course for future generations of children and families.
18.8%
37.5%
15.1
%
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. For these reasons, we are focusing resources and funding in these four areas:
• Alleviating Hunger & Homelessness • Building Safe Communities through Education • Developing Healthy Children & Families • Improving Financial Stability
$1INVESTED in prevention
$7 SAVED
on intervention
28.6% Building Safe Communities through Education
OUR IMPACT Helping guide our work in prevention are nearly 40 local leaders and issues experts who serve on the Investing in Results Council, as well as cabinets formed around each focus area. Tasked with identifying evidence-based programs that best support our Investing in Results goals, these volunteers spent nearly 500 hours researching grant applications submitted by local agencies, as well as monitoring the effectiveness of existing programs. Heart of Florida United Way distributed nearly $15 million to 109 tri-county health and human services programs for fiscal year 2012-2013. This included $8.8 million in competitive grants, as well as $5.8 million that was distributed through United Way-administered programs, donor designations and state programs.
Developing Healthy Children & Families
In all, these programs impacted nearly 1 in 5 Central Floridians.
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INVESTING IN RESULTS
BUILDING SAFE COMMUNITIES
EDUCATION
THROUGH EDUCATION
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OUR IMPACT
$15 MILLION distributed to help fund local health and human services programs
Education is the single most influential factor in ensuring that children grow up to do as well or better than their parents. But, with a high school student dropping out every 26 seconds nationally, we are facing an impending crisis. That is why HFUW invested $2.5 million in programs providing cradle-to-career support and removing barriers to education. A total of 4,432 local children and teens participated in programs to improve academic success and on-time graduation rates:
• 87% were developmentally on target and achieved age-appropriate cognitive milestones for kindergarten readiness • 77% performed at grade level in reading and math • 95% improved their school attendance rates • 81% achieved and maintained an on-track grade point average (GPA) • 100% of high school seniors graduated on time
ities: Schools and Commun (TFT) w Together for Tomorro e
lping mov ys United Way is he wa y an m e th of e On g Together ation is by fundin the needle on educ e U.S. ecial initiative of th for Tomorrow, a sp House Office ucation, the White Department of Ed erships, d Community Partn of Faith-Based an Community n for National and and the Corporatio I public eks to support Title Service, which se timate goal lunteerism. The ul schools through vo es and e education outcom ov pr im to is T TF of s. ol graduation rate increase high scho across ts several schools The project suppor ties and is and Osceola coun Orange, Seminole teers in orps VISTA (Volun iC er Am by d te na coordi lp recruit, ) members who he Service to America on our volunteers. Based train and support s chosen to ion, United Way wa success in educat m. recognized progra lead this nationally
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Our Impact: 3,795 children and youth received TFT services focused on improving student attendance, behavior, course performance and access to college. In addition: • 20 VISTAs served at 17 education sites across Central Florida • 1,238 volunteers contributed 10,529 hours of service which are valued at more than $225,000 • 83% of TFT middle school students improved their attendance rates • 67% of TFT middle school students and 60% of TFT elementary school students scored higher on standardized tests
INVESTING IN RESULTS
$$$
IMPROVING
FINANCIAL STABILITY Even before the start of the economic crisis, thousands of Central Floridians were walking a financial tightrope. Often working two or three jobs just to survive, many were unable to improve their job skills, savings or ability to weather an unexpected crisis, such as unemployment or serious illness. The difficulties so many residents continue to face underscore the importance of United Way’s focus on helping low-income families and individuals improve their financial stability.
INCOME
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To achieve this, we are funding programs that provide financial literacy training, credit counseling, greater access to affordable childcare and more.
Our Impact: 20,904 tri-county residents received training, counseling and other tools for improving financial self-sufficiency.
EARNED INCOME TAX CREDIT
DON’T PAY TO GET YOUR TAXES PREPARED
DIAL 2-1-1
to find a free tax preparation site near you. More than just free tax help!
This year, hard-working Central Floridians may qualify for a tax refund of more than $5,000 through the Earned Income Tax Credit (EITC). Claim the EITC and file your taxes for FREE at more than 30 free tax preparation sites throughout Central Florida. Don’t spend hundreds of dollars filing your taxes when you can file for free and receive 100% of your refund quickly and easily – usually in just 10 days or less! See if you qualify for the EITC and find a FREE tax preparation site near you.
Visit www.hfuw.org or simply dial 2-1-1.
What you will need to bring: Social Security card or ITIN number for each family member
CLAIM YOUR MONEY
Claim EITC. It’s free! EITC - Earned Income Tax Credit See if you qualify!
W-2 and other income forms Child care provider name, address and tax ID number Bank routing and account numbers for checking and savings accounts Name, address and phone number of landlord for renter’s credit
Sponsored by:
• 98% of clients improved their employability skills • 83% of clients obtained and maintained affordable housing • 95% of clients increased their financial literacy • 74% of clients increased their understanding of credit • 68% of clients increased their assets toward financial stability
Pine Hills Project
$ Central Florida
EITC Door Hanger 2011.indd 1
Heart of Florida United Way
12/29/2011 8:41:15 AM
(EITC)
A key part of United Way’s efforts to help families become financially stable is the Earned Income Tax Credit (EITC), which has helped to lift more children out of poverty than any other federal program. By offering tax credits of more than $5,000 per year, EITC helps eligible people reduce debt, build savings, and pay for rent, child care, groceries or any other need. EITC also provides a significant boost to the local economy, where more than half a billion dollars in refunds were distributed regionally last year alone.
Our Impact: • 223,369 EITC claims were filed regionally, a one-year increase of nearly 4% • Since 2003, the year before HFUW began promoting EITC, the number of claimed dollars has risen 93% • HFUW also helps people claim 100% of their tax refund for FREE through the promotion of nearly 30, no-cost tax preparation sites
EITC’s economic impact in Central Florida last year alone:
$551 MILLION.
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INVESTING IN RESULTS
FAMILYWIZE:
DEVELOPING HEALTHY
CHILDREN & FAMILIES
DISCOUNT PRESCRIPTION PARTNERSHIP
The pathway to a healthy life varies based on individual challenges – and the determinants of well-being extend beyond medical care to social and economic factors. By addressing abusive and unsafe environments, promoting positive behavior and fostering supportive conditions at home and in the community, Heart of Florida United Way is committed to providing resources local children and families need to thrive.
More Than $4 Million Saved on Prescriptions In the last two years, 40% of people in the United States have either skipped filling a prescription or taken reduced doses because the medicine was too expensive. To address this, Heart of Florida United Way has joined more than 600 United Way agencies and other community partners from across the country to distribute free FamilyWize prescription drug discount cards. To date, Central Floridians have saved more than $4 million by using the FamilyWize cards.
Our Impact: 3,355 residents received support and services that helped them maintain or improve their health and well-being.
HEALTH
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• 96% of parents/caregivers improved their parenting skills and understanding of their child’s development • 81% of adults increased their knowledge of healthy food and exercise options • 87% of clients reported improved well-being and functioning • 94% of clients achieved one or more of their treatment goals
$1INVESTED
13
Our Impact: In 2012, the free FamilyWize cards provided muchneeded relief with great success, saving Central Floridians $1,924,081 on the cost of their medicine.
in prevention
$7 SAVED
on intervention
Coping with HIV/AIDS In addition to funding local programs with proven results, HFUW administers the Ryan White Part B program. With $2.1 million in funding last year, HFUW provided medications, doctor visits, dental care and other services for more than 3,000 families and individuals.
“When I started on this program, I was at the ultimate low. The idea of having a family support worker coming to see me and my baby each week was great! She was easy to talk to. She brought me lots of information about my child’s development, and gave me referrals for jobs and other community resources.” Yolande Nelson received prenatal care for her second child through a United Way-sponsored program.
INVESTING IN RESULTS
ALLEVIATING
BASIC NEEDS
HUNGER & HOMELESSNESS
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Poverty: A Pervasive Problem In Central Florida, nearly 20% of the population lives in poverty. Among them are society’s most vulnerable: infants, children, seniors and the disabled. In the aftermath of the Great Recession, residents still struggle to afford food, shelter, medication, utilities and other basic needs. The residual effects of long-term poverty spill over into education, healthcare and public safety – impacting the prosperity of the community as a whole. To help stem this tragic tide, United Way and our partner agencies are providing programs that offer case management, safe shelter, nourishing meals, counseling and access to other community resources and mainstream public benefits.
More than 110,000 residents received emergency food, rent, shelter and other assistance.
Our Impact: As one of the tri-county region’s largest funders of local hunger and homelessness programs, HFUW has distributed more than $30 million over the past five years to address and prevent these growing problems. This year: • 107,841 meals were served by feeding programs • 35,829 individuals received food from food pantries • 20,203 clients received emergency services, including rent assistance and/or utility assistance • 2,235 seniors received support from congregate meal and home-delivered meal programs • 92% of clients with shelter issues resolved their crisis and moved to a more stable situation
107,841
92%
of clients with shelter issues resolved their crisis and moved to a more stable situation
20,203
meals were provided by feeding programs
35,829
individuals received food from food pantries
clients received emergency services, including rent assistance and/or utility assistance
2,235
seniors received support from congregate meal and home-delivered meal programs
1 in 5 LIVE IN POVERTY IN CENTRAL FLORIDA.
“Thank God for United Way because now I’m back on track. When you’re going through a situation like this, you can’t rest, you can’t relax. When I heard that United Way was going to help me is when I saw my first glimmer of light at the end of the tunnel.” Alvin Joyner, a single father with two young sons, was facing eviction when he contacted United Way for help.
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HOW WE SERVE
UNITED WAY 2-1-1 INFORMATION & REFERRAL HELPLINE
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MEETING
BASIC NEEDS High unemployment, lost benefits and drastic cuts to state and federal assistance programs continued to be concerns in 2012-2013, which made it harder than ever for local families to afford basic human needs. Reflecting this, 149,996 residents sought help through 2-1-1 – United Way’s free, 24-hour information, referral and crisis intervention helpline. That’s more than 400 calls per day – an 80% increase since the start of the recession. Even more telling, more than 15,615 residents – including 694 who were considering suicide – requested help in dealing with emotional stress, depression, substance abuse, domestic violence and other overwhelming problems.
Our Impact: • 149,996 local residents sought help through 2-1-1 last year • 53% of people served by 2-1-1 were first-time callers • Utilities, housing and food accounted for more than half of all requests • Nearly 70,000 callers were informed about utility and housing assistance, the Earned Income Tax Credit or the FamilyWize prescription discount program • 97% of all callers reported that 2-1-1 helped them understand the next step in resolving their pressing needs • In all, 217,642 people were helped through 2-1-1 services HFUW provided to a total of 15 counties including Orange, Seminole and Osceola
UNITED WAY
STEWARDSHIP PROGRAMS More than 56,900 tri-county residents facing homelessness, hunger and other emergencies received help through United Way’s Stewardship Programs. Our Impact: • Tens of thousands of people were helped through federal emergency food and shelter funds, which United Way distributed through local agencies • Thousands of residents were able to keep their electricity on – thanks to utility assistance programs that United Way administers through the Orlando Utilities Commission, Progress/Duke Energy and others • 163 military families were able to avoid or recover from homelessness through Veterans Affairs programs that provides ongoing case management and financial counseling
UNITED WAY 2-1-1 HELPS SENIOR WITH MEDICAL EMERGENCY
Every day, nearly 500 people call the United Way 2-1-1, seeking assistance with everything from affordable childcare and food to caring for an elderly parent. Not long ago, a United Way 2-1-1 call specialist received a different type of call – one that underscores the importance of this free, 24-hour information, referral and crisis helpline. John*, an elderly man who lived alone, dialed 2-1-1 to say that he had fallen while fixing breakfast and couldn’t move. Confused and having difficulty speaking, John was clearly frightened as he told his story. In assessing the situation, the 2-1-1 call specialist immediately transferred the call to 9-1-1 emergency services. She then kept John on the line and helped him stay calm while waiting for the emergency responders. Once the medical team arrived, helped John to his feet and checked him over, he re-dialed 2-1-1 to express his gratitude. “Thank you so much,” he said. “I didn’t know what to do.” *Names and events were changed in order to protect client privacy.
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149,996
residents sought 2-1-1 assistance last year.
53%
were first-time callers who never needed help before.
HOW WE SERVE
UNITED WAY VOLUNTEER RESOURCE CENTER
GIVE. ADVOCATE. VOLUNTEER.
VOLUNTEER
It’s more than just a credo. It’s the foundation of how United Way serves our community.
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From tutoring children and mentoring teens to hosting food drives and sprucing up group homes, thousands of local volunteers donate their time and talent to touch lives and make a difference. Coordinating many of these activities is the United Way Volunteer Resource Center (VRC), which connects companies, individuals, families, students, faith-based groups and others with meaningful opportunities to get involved and give back. The VRC also partners with more than 200 local nonprofits in recruiting and managing volunteers, who help agencies stretch precious resources.
Our Impact: • Coordinated service projects for 3,272 volunteers from corporate, student and faith-based organizations • Registered nearly 900 new volunteers through the VRC’s website, UWVolunteers.org • Referred more than 3,840 volunteers to over 240 nonprofit agencies through UWVolunteers.org • Secured 358 volunteers to become readers, tutors and mentors as part of United Way’s initiative to cut high school dropout rates in half by 2018 • Arranged 195 volunteers to support 20 United Way Day of Action projects focused on improving youth literacy • Distributed 6,200 books directly to children in order to reduce the effects of summer reading loss
47,700 hours of volunteer service in 2012-2013 valued at
$1,039,813.
UNITED WAY DAYS OF CARING:
ANOTHER HUGE SUCCESS! More than 2,000 corporate volunteers participated in United Way Days of Caring, the largest annual volunteer event in Orange, Osceola and Seminole counties. From company managers and theme park executives to commercial bankers and state employees, 2,060 local volunteers reached out to help neighbors in need. In all, employees from 32 companies contributed more than 7,984 hours and completed 85 projects at 28 local agencies supported by HFUW. As a result, these organizations received the equivalent of $173,971 in volunteer service and support. The largest project featured more than 1,000 volunteers from Lockheed Martin Corporation. From installing kitchen cabinets
and a new computer room at the Parramore Kidz Zone to painting walkways at the Nap Ford Community School, Lockheed Martin volunteers completed projects at The Salvation Army, House of Hope, the Coalition for the Homeless, the Adult Rehabilitation Center and Orlando Day Nursery. Other participating Days of Caring corporate partners included Publix Super Markets, Wells Fargo, Enterprise Holdings, Florida Hospital and Fifth Third Bank – to name just a few. While building teamwork and company morale, volunteers learned about the challenges facing those in need and took satisfaction in making a difference.
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FUNDRAISING 20
FUNDRAISING
UNITED WAY
FUNDRAISING CAMPAIGN Campaign Celebration! Thanks to a tremendously generous community, Heart of Florida United Way’s 2012-2013 campaign raised $17,558,756, a 3% increase in individual donations over previous years. Chaired by Shawn Bartelt, vice president and general manager for WFTV Channel 9 and WRDQ Central Florida’s Channel 27, the campaign was supported by more than 400 Central Florida companies and organizations who ran workplace campaigns and organized fundraising events to benefit local nonprofit programs supported by United Way that provide food, shelter and other services to Central Floridians in dire need. Leading workplace giving were Walt Disney World, Publix Super Markets and Lockheed Martin, which were all honored as “Million Dollar Community Champions.” Walt Disney World raised $3.4 million among its cast members and corporate resources. Publix Super Markets ranked second, tallying $2.85 million from its associates. Defense contractor Lockheed Martin rallied more than 2,500 of its local employees to generate $1.1 million in donations to rank third among leading donor organizations.
Heart of Florida United Way’s 2012-2013 campaign raised
$17,558,756.
Words really can’t express how rewarding it has been serving as United Way’s Campaign Chair the past year. I learned so much about our community, and the great nonprofit organizations that are working so hard to make it better. I met incredible people – the mentors, the volunteers, the staff – all so committed and caring. I was able to spend time with businesses, governmental agencies, schools and colleges who rally their teams to donate so generously. But most of all, I was able to meet real heroes: families and individuals who have faced incredibly tough times and, with a helping hand from the United Way agencies, were able to persevere and get their lives and families back on track. A deep-felt thank-you to my cabinet, the dozens of devoted volunteers and the entire staff of the United Way for all of their help in making this year’s campaign so successful. To quote Dr. Seuss: “If people like you don’t care an awful, awful lot, it’s not going to get better; it’s not.” Thankfully, in Central Florida there are so many businesses and organizations, and so many people, who take this so seriously. Thank you one and all. Shawn Bartelt Vice President & General Manager WFTV-Channel 9 & WRDQ Central Florida’s TV 27 United Way 2012-2013 Campaign Chair
“I was able to meet real heroes: families and individuals ...who were able to persevere and get back on track.”
Campaign Cabinet Shawn Bartelt Campaign Chair, Heart of Florida United Way Vice President and General Manager WFTV-Channel 9 and WRDQ Central Florida’s TV 27
John P. Moskos Board Chair, Heart of Florida United Way President, Central Florida Bank of America
Sindy Cassidy Right Management
David Fuller SunTrust Central Florida
Simon Hemus Tupperware® Brands Corporation
Sandy Hostetter CNLBank, Central Florida
Marie Martinez The Howard Phillips Center for Children & Families
Ramon Ojeda Hispanic Chamber of Commerce of Metro Orlando
Kathleen Palmer Orange County Public Schools
John Pisan Wells Fargo Private Bank
Joe Sarnovsky Seminole State College
Kevin Sheehan Lockheed Martin Corporation
Richard Watkins Community Volunteer
President/CEO Robert H. “Bob” Brown
WOMEN’s LEADERSHIP COUNCIL CO-CHAIRS Karen Dee Fifth Third Bank
Helen Donegan University of Central Florida
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FUNDRAISING
FUNDRAISING
UNITED WAY
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FUNDRAISING CAMPAIGN From golf tournaments and guest speakers to cartoon skits and talent contests, many of the nearly 400 companies who supported the 20122013 campaign really went the extra mile. We offer our deepest thanks to everyone, including those who truly put the “FUN” in fundraising.
21st ANNUAL CHEF’S GALA SETS RECORD
AS MOST SUCCESSFUL IN THE EVENT’S HISTORY
Twenty-four top chefs from Central Florida’s finest dining establishments joined together for the 21st Annual Chef’s Gala, which generated a record-breaking total of $296,000 to benefit local nonprofit programs to help Central Floridians in dire need. More than 1,000 guests enjoyed the evening at Epcot® World Showplace, which featured extraordinary food, fine wines, live music and a dazzling silent auction with 190 items up for bid.
2013
Co-chairing the 2013 event were Simon Hemus, President & COO of Tupperware® Brands Corporation, and Dr. Antonia Novello, Executive Director, Public Health Policy, Florida Hospital.
Thanks to the dedication of our co-chairs, Walt Disney World, the chefs and our title sponsor Tupperware® Brands Corporation, 95% of all money raised will go to help our neighbors, friends, family and co-workers who have recently fallen A Tasteful Way to Make a Difference on hard times.
2013 A Tasteful Way to Make a Difference
2013 A Tasteful Way to Make a Difference
Chef’s Gala raised a record-breaking
$296,000 to help people in need.
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FUNDRAISING
FUNDRAISING
UNITED WAY
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United Way Loaned Executives
TOP FUNDRAISING CAMPAIGNS
We wish to offer our deepest thanks to the nearly 400 companies and organizations that supported our 2012-2013 campaign, including the top contributors below:
Organizations Contributing $100,000 or More The Walt Disney Company Publix Super Markets, Inc. Lockheed Martin Corporation Darden Restaurants, Inc. SunTrust Bank of Central Florida City of Orlando Orange County Government Tupperware® Brands Corporation Florida Hospital UPS Florida District AT&T Wells Fargo Financial SeaWorld Parks & Entertainment Enterprise Holdings, Inc. Fifth Third Bank Bank of America CNL Financial Group, Inc. Siemens Energy, Inc. OUC – The Reliable One FedEx University of Central Florida CenturyLink Orlando Health
Top Division Leaders Raising $10,000 or More Accounting Firms Ernst & Young, LLP Deloitte & Touche, LLP PricewaterhouseCoopers, LLP Cross, Fernandez and Riley, LLP Building and Design Brasfield & Gorrie, LLC PCL Construction Services, Inc.
Business and Industry Duke Energy McLane Suneast Massey Services, Inc. Greater Orlando Aviation Authority Orlando International Airport The Andersons, Inc. Florida Municipal Power Agency Orlando Magic Delta Airlines Mears Transportation Group Southeastern Container Combined Federal Campaign Naval Air Warfare Center Training Sys Div US Army PEO STRI Department of VA – Orlando VA Medical Center VAMC DHS Transportation Security Administration TSA – Orlando & Sanford DOJ Federal Correctional Complex Coleman USPS – Orlando P&DC Department of VA – FL Caribbean CPAC DHS TSA Federal Air Marshalls Bureau of Customs & Border Protection DHS CBP – Lakemont USPS – Orlando L&DC USPS – Daytona Beach Post Office Department of VA – Daytona Beach Outpatient Clinic USPS – Orlando/Orlo Vista Bureau of Customs and Border Protection DHS CBP – Binnacle
Education Seminole County Public Schools Orange County Public Schools Osceola County Public Schools Valencia College Financial Bank of New York Mellon Regions Bank St. Paul Travelers Raymond James & Associates, Inc. The Hartford Insurance Group Orlando Regional Office GE Capital PNC Bank State Farm TD Bank Fairwinds Credit Union Wells Fargo Home Mortgage Harland Clarke JP Morgan Chase Card Services Florida State Employee Charitable Campaign (FSECC) Foundations Elizabeth Morse Genius Foundation Gordon J. Barnett Memorial Foundation Frank Hubbard Family Fund Healthcare Florida Blue Adventist Health System Corporate Office Express Scripts United Healthcare of Florida High Tech Sprint General Dynamics C4 Systems IBM Corporation
Hospitality AAA Corporation Orlando/Orange County Convention & Visitors Bureau Law Firms Lowndes, Drosdick, Doster, Kantor & Reed, P.A. BakerHostetler, LLP Holland & Knight, LLP Media Comcast Orlando Sentinel Communications WFTV-Channel 9/Central Florida’s Channel 27/Cox Enterprises Nonprofits and Agencies Heart of Florida United Way Boys & Girls Clubs of Central Florida Center for Drug Free Living Community Coordinated Care for Children Devereux Florida Goodwill Industries of Central Florida Public Service Reedy Creek Improvement District City of Kissimmee Retail Target Macy’s Costco Wholesale JCPenney Nordstrom Florida Mall Wal-Mart Stores, Inc. Dillard’s
United Way wishes to thank the following companies who supported the Loaned Executive Program last year:
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 campaigns. At the end of the program, they return to their companies with sharper business skills and a greater awareness of local need.
What Local Business Leaders Say About the Program:
LIVE UNITED
CELEBRATION
“Loaned Executives help stretch the resources of Heart of Florida United Way and directly impact the success of the annual campaign. Through their experience, employees develop leadership skills and enrich their pride and commitment to community giving. With such limited organizational resources today, we honor the local businesses who continue to step up to our call.”
Each year at the conclusion of our campaign, a select group of companies are honored for going above and beyond in running exemplary workplace campaigns. Honorees of the 2012-2013 LIVE UNITED awards include:
Sindy Cassidy, Executive Vice President and Regional Managing Director Right Management, Florida/Caribbean Region “I was honored to be selected by Publix to represent them as a Loaned Executive for Heart of Florida United Way. My experience with United Way opened up my eyes and my heart to the everyday struggles the less fortunate experience and educated me on ways to assist others. It was my pleasure to share peoples’ stories and my experiences with other companies so they could get involved and help make a difference in our local community. I think if everyone had the chance to at least tour one organization that is helped by United Way, this world could be a better place for everyone.” Jessica Bornstein Publix Super Markets, Inc. 2012-2013 United Way Loaned Executive
Million Dollar Club
Live United Awards SPIRIT AWARD
Brasfield & Gorrie
PHENOMENAL EXECUTIVE CHAMPION Eddie Soler
Florida Hospital
EXCEPTIONAL EMPLOYEE CAMPAIGN MANAGER Chris Arana
Jennifer Dirschel
Fifth Third Bank
SeaWorld Parks & Entertainment
THE CHAIRMAN’S AWARD
Tupperware® Brands Corporation
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FUNDRAISING
FUNDRAISING
LEADERSHIP GIVING
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Legacy of Compassion At the core of every great community, there’s a select group of people whose compassion and leadership set the course for others to follow. Here in Central Florida, we’re fortunate to have United Way Leadership donors who invest in our community with annual gifts of $1,000 or more. Last year, nearly 2,634 Leadership Investors contributed a combined total of $4,723,930. In addition to the satisfaction of making an important investment in our community, these donors receive other benefits, including special recognition during the annual United Way Leadership Appreciation event at SeaWorld Orlando. For more information about becoming a Leadership Investor, call United Way’s Director of Leadership Giving at (407) 835-0900, or email Leadership@hfuw.org.
2012 UNITED WAY LEADERSHIP APPRECIATION EVENT AT SEAWORLD ORLANDO
LEADING BY
EXAMPLE
Alexis de Tocqueville Society (ADT) members represent the highest levels of personal philanthropy with annual gifts of $10,000 or more. This generosity makes a profound, life-changing difference for many residents. We are deeply grateful to all of our ADT and Leadership Investors.
Alexis deTocqueville S O C I E T Y •
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La Table Ronde des Million de Dollars
Ordre d’Egalité $50,000 to $74,999 Barbara & Gil Kemp Clarence Otis Jr. & Jacqueline Bradley
Darden Restaurants, Inc.
Jim & Dayle Seneff CNL Financial Group
Mrs. Ramona Spears In memory of Mr. W. E. Jock Spears
Ordre d’Egalité $25,000 to $49,999 David Ruiz
Jim & Elli Atchison
David Ruiz, UPS President, Florida District Heart of Florida United Way Board Member
Ernst & Young, LLP
Robert H. Brown & Mary Recchia Brown Heart of Florida United Way
Kevin & Linda Casey Ernst & Young, LLP
Meg & Rich Crofton Walt Disney Parks and Resorts Operations, U.S. and France
Jennifer T. & William D. Dymond Jr. Lowndes, Drosdick, Doster, Kantor & Reed, P.A.
Helen & Richard DeVos The Richard and Helen DeVos Foundation
Dr. Nelson Ying
Contributed in the name of The Baron and Baroness of Balquhain Ying of Balquhain
Lillian & Raymond Garcia Tupperware® Brands Corporation
Michael & Terri Harding Deloitte
Howard Jenkins Publix Super Markets, Inc.
Harriett Lake In memory of Hy Lake
Kim Lopdrup Darden Restaurants, Inc.
Andrew & Paula Madsen
Robert D. Beard
Ted Crowell
Merrill Lynch/Bank of America
Members de la Société $10,000 to $24,999 Carol & Barney Barnett
Dr. P. Phillips
Suzanne & Michael Fleming
John & Rita Lowndes
Publix Super Markets, Inc.
“As a part of UPS’s legacy of giving and service, our company has been a proud partner of United Way for more than 30 years. My family and I have invested our time, talents, expertise and financial support in the communities where we live and work. ‘UPSers’ from around the globe are no different. Their volunteer efforts and financial contributions reflect the commitment to improving the needs in the community. Both my family and my UPS family recognize the value of United Way. It brings hope to the community and provides opportunities to share and celebrate through the act of giving.”
China Pavilion at Epcot®
UPS, Florida District
SeaWorld Parks & Entertainment
BRINGING HOPE THROUGH GIVING
Stephen Fan
Lowndes, Drosdick, Doster, Kantor & Reed, P.A. Darden Restaurants, Inc.
Michael & Renee Mueller Health Central, Inc.
David Lee Neel Michael & Beth Pattillo Ernst & Young, LLP
Brad & Nancy Richmond Darden Restaurants, Inc.
Wayne P. & Dr. Robin R. Roberts Community Foundation of Central Florida
Michael & Theresa Ryan Lowndes, Drosdick, Doster, Kantor & Reed, P.A.
Mr. and Mrs. John E. Thorsen III Raymond James & Associates, Inc.
Robert J. Webb
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FUNDRAISING
FUNDRAISING
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WOMEN’S LEADERSHIP COUNCIL The Power of Philanthropy By combining the power of philanthropy, volunteerism and awareness, the United Way Women’s Leadership Council is addressing critical health and social service issues that disproportionately affect women and children. The Heart of Florida United Way Women’s Leadership Council comprises over 400 members who generously give more than $685,000 annually. This year’s Women’s Leadership Luncheon raised more than $100,000. But more importantly, the event expanded Heart of Florida United Way’s reach by engaging even more women leaders in our community who have joined the Women’s Leadership Council to give, advocate or volunteer for the betterment of our local communities. Membership is open to any female Leadership Investor who wants to help improve the lives of local women and children in need. To learn more, contact Heart of Florida United Way at (407) 835-0900 or email womensleadership@hfuw.org.
HEART OF FLORIDA UNITED WAY WOMEN’S LEADERSHIP COUNCIL STEERING COMMITTEE CO-CHAIR Karen Dee Fifth Third Bank
CO-CHAIR Helen Donegan
Sanda Harker UPS, Florida District
Leslie Hielema Florida Institute of Technology
University of Central Florida
Harriett Lake
COMMITTEE MEMBERS Tobi Allen
Linda Landman-Gonzalez
Community Philanthropist
Lockheed Martin Corporation
Orlando Magic
Tracy Barwick
Meredith Level
McGladrey
Andrea Batchelor Neiman Marcus
Joy Block Adventist Health System
Kathy Brown Thumbprint Marketing
Fonda Cerenzio Cerenzio & Associates
Chief Val B. Demings (Ret.)
Lowndes, Drosdick, Doster, Kantor & Reed, P.A.
Yolanda Londoño Tupperware® Brands Corporation
Samantha O’Lenick Florida Hospital
Mary Recchia Brown The Recchia Group
Jill Schwartz Jill S. Schwartz & Associates, P.A.
Chief of Police, City of Orlando
Sara Segal
Patty DeYoung
Jennifer Spooner
Community Philanthropist
Community Philanthropist
Cross, Fernandez & Riley, LLP
Tracey Ellerson
Ellen Titen
BakerHostetler
ET Consultants
Pat Engfer
Dr. Anne O. Wehr
Hyatt Regency
AvMed
Claire Fournier
Julie Wolf
Orlando Health
Lawrie Platt Hall Platt Hall & Associates
Wells Fargo
“Each of us can express our gratitude and persevere in life by giving back to our community.” Deborah Norville
UNITED WAY
WOMEN’S
LEADERSHIP LUNCHEON Emmy Award-winning journalist Deborah Norville shared how maintaining a thankful attitude can help women overcome any personal challenge, during an inspirational speech to more than 700 guests at the Sixth Annual United Way Women’s Leadership Luncheon. Norville spoke with candor and humor about the pitfalls of juggling a career and motherhood. The acclaimed broadcaster and best-selling author also told the amazing story of how she overcame a difficult struggle with depression after the birth of her first child and subsequent departure from NBC’s Today Show. “Each of us can express our gratitude and persevere in life by giving back to our community,” suggested Norville. “You can do it by supporting the United Way. You can do it by supporting a friend or by reminding yourself that there may be some rough periods, but you’ll get through them.” Norville, who is active in a number of charities, also praised the Women’s Leadership Council for its work in helping women make smarter financial decisions and reducing school dropout rates.
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FUNDRAISING
FUNDRAISING
EMERGING LEADERS
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Connect. Serve. Lead. Join. The United Way Emerging Leaders (UWEL) is inspiring the next generation to dedicate their time, talent and resources to help build a brighter, healthier community. UWEL members are professionals under 40 who support United Way’s strategic efforts to address the most challenging issues impacting our community: poverty, hunger, homelessness, low graduation rates and other serious problems. In addition to helping fund solutions through annual leadership gifts of $1,000 or more, members also have opportunities to network, socialize and collaborate with local leaders and other young professionals while participating in meaningful volunteer projects. Membership is open to any Leadership Investor under the age of 40 who wants to join United Way’s strategic efforts to find solutions to Central Florida’s most critical problems. To learn more, contact Heart of Florida United Way at (407) 835-0900, or email EmergingLeaders@hfuw.org.
EMERGING LEADERS COUNCIL CHAIR David Stahl SunTrust Bank, Central Florida
VICE CHAIR Nicole D. Wilson The Walt Disney World Company
Russ Abrams Office of Governor Rick Scott
Edgar Camareno Reliance Plumbing & Drain Cleaning
Chris Carmody GrayRobinson, P.A.
Kelly Cohen Southern Strategy Group
Patti Combs Clear Channel Outdoor
Chris Evans Brasfield & Gorrie, LLC
Joe Fore BakerHostetler, LLP
Ronald J. Gruninger III Northwestern Mutual
Katie Heidler PriceWaterhouseCoopers, LLP
Élan Jackson Touchpoint Solutions
Nimit Kooper PNC Bank
Jose G. Lopez JGL Strategic Wealth Solutions
Brian Lorenzetti Lockheed Martin Corporation
Susan Lynch PricewaterhouseCoopers, LLP
Christine MacDonald Merrill Lynch
T. Mike Morgan Morgan & Morgan
Erica Philip Power Grid Engineering, LLC
Karlene Ramirez OUC—The Reliable One
Sadia Sewnauth Florida Blue
Frank Soldano Fifth Third Bank
Jeffery Taccetta
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Tom James of Orlando
Paul Taliaferro Lockheed Martin Corporation
Kelly Teague* Orange County Government *Past Co-Chair
Andre Uribe Power Grid Engineering, LLC
Mary-Beth T. Valley Roetzel & Andress
Jon A. Yapo Foley & Lardner, LLP
Andre T. Young Young DeLoach, PLLC
“I’m an Emerging Leader because it allows me to connect with people just like me who have the same passion for community and personal development.” David C. Stahl, Group Vice President, Business Banking Team Lead SunTrust Bank, Central Florida
OUR VOLUNTEERS
HEART OF FLORIDA UNITED WAY Marketing Committee John Fadool, Chair
Heart of Florida United Way wishes to thank all of the dedicated volunteers who serve on our various councils, cabinets and committees. Their leadership, guidance and insight make our organization and community stronger.
VOLUNTEERS
Investing in Results Council Alleviating Hunger & Homelessness Cabinet Ed Timberlake, Chair
Chairman of the Central Florida Board, Seaside National Bank & Trust
Mark Brewer, Vice Chair President and CEO, Community Foundation of Central Florida
Robert H. “Bob” Brown President and CEO Heart of Florida United Way
Michael Frumkin, Ph.D.
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Dean, College of Health and Public Affairs, University of Central Florida
Mark A. Jones President Orlando Regional Medical Center
Patricia Maddox President and CEO Winter Park Health Foundation
Ronald F. Piccolo, Ph.D. Associate Professor of Management Rollins College
Jacob Stuart President and CEO Central Florida Partnership
Joy W. Taylor, Ed.D. Director, Title I Federal Programs Orange County Public Schools
Chris Toadvine
Toadvine & Associates
Building Safe Communities through Education Cabinet
Michael Frumkin, Ph.D., Chair
Joy W. Taylor, Ed.D., Chair
Dean, College of Health and Public Affairs University of Central Florida
Director, Title I Federal Programs Orange County Public Schools
John Hillenmeyer, Vice Chair
W. Gene Grace
Chief Executive Officer Emeritus Orlando Health, Inc.
Director, Student Safety & Student Alternative Placement Seminole County Public Schools
Lisa Barkley, M.D.
Honorable Alicia L. Latimore
Assistant Dean for Diversity and Inclusion Assistant Professor of Medicine College of Medicine University of Central Florida
Circuit Judge Ninth Judicial Circuit Court
Danny de Armas Senior Associate Pastor First Baptist Church of Orlando
Carolann Duncan Regional SAMH Director, Substance Abuse/Mental Health Program, Florida Department of Children and Families Region C: Circuits 5,9,10,18,19
Kenneth Goldberg, M.D. Chief of Staff U.S. Department of Veteran Affairs Orlando VA Medical Center
Robert Spivey Manager, Code Enforcement Division Orange County Government
James D. “Jim” Wright, Ph.D. Provost’s Distinguished Research Professor College of Sciences, Sociology University of Central Florida
Deputy Chief Charles Robinson Investigative Services Bureau Commander Orlando Police Department
Tracy Salem, Ed.D. Program Manager, Youth Shelter Orange County Government
Laureen A. Wells Business Performance Advisor Insperity
Nancy Ellis, Ph.D.
Cary D’Ortona
Director, Center for Community Partnerships University of Central Florida
Chief Financial Officer/Administrator Arnold Palmer Medical Center
Belinda Johnson-Cornett Administrator, Osceola County Health Department
Circuit 9 Operations Manager Florida Department of Children & Families
Jennifer Kent-Walsh, Ph.D.
Nana Robertson, Ed.D.
Associate Professor Department of Communication Sciences and Disorders University of Central Florida
Program Manager, Early Childhood Department Seminole State College
Debra Knox, M.S., CCC-SLP
Fred Bates
Merewyn E. “Libba” Lyons, Ed.D. Executive Director, Race to the Top Orange County Public Schools
Senior Manager, Compliance and Governance Lockheed Martin
Therry Feroldi
Karen Dual
Senior Health Planner, The Health Council of East Central Florida
Debbie Watson Vice President, Winter Park Health Foundation
Ronald F. Piccolo, Ph.D., Chair
CEO, Early Learning Coalition of Orange County
C. Josef Ghosn, Ed.D., Vice Chair Sr. Vice President Chief Strategy Officer Florida Division of Adventist Health System
Financial Review Committee
Clinical Educator and Coordinator of the Board of Clinical Educators University of Central Florida
Developing Healthy Children & Families Cabinet Associate Professor Crummer Graduate School of Business Rollins College
Dawn Murray
Karen Willis
AARP
Kim Dapkus
Human Resource Manager Averett Warmus Durkee
Ralph Perrino Ralph Perrino, CPA
Mike Schafer
LongHorn Steakhouse
Shawn Bartelt WFTV Channel 9 & WRDQ Central Florida’s TV 27
2012-2013
PARTNER AGENCY LIST
Steve Blount
Adult Literacy League, Inc.
Harbor House of Central Florida
Blue Guitar Films
After School Programs, Inc.
Kathy Brown Thumbprint Marketing
American Red Cross of Central Florida
Healthy Start Coalition of Orange County, Inc.
Stephanie Darden
Apopka Family Learning Center
Help Now of Osceola, Inc.
FDG Creative
B.E.T.A. Center, Inc.
Hope CommUnity Center
Larry de la Rosa
Big Brothers Big Sisters of Central Florida
The Howard Phillips Center for Children & Families
Boys & Girls Clubs of Central Florida, Inc.
Jewish Family Services of Greater Orlando, Inc.
Howie & Partners
Catholic Charities of Central Florida, Inc.
Legal Aid Society of the Orange County Bar Association, Inc.
David Hickman
The Center for Drug-Free Living, Inc.
Lighthouse Central Florida
Idea Distillery
Center for Independent Living in Central Florida, Inc.
Meals on Wheels Etc., Inc.
Children’s Home Society of Florida – Central Florida Division
Orlando Day Nursery Association, Inc.
Telemundo Orlando
Joel Glass Orlando Magic
Anne Howie
Douglas Howard Pixel 1080
Greg Johnston Blue Guitar Films
Vel Johnson Vasaj Communications
Tyler Koon Lawton Printers
Beth Lowell Orlando Sentinel
Christian Service Center for Central Florida, Inc. City Year Orlando Coalition for the Homeless of Central Florida, Inc. Community Based Care of Central Florida
Manley Ludwig
Community Coordinated Care for Children, Inc. (4C)
Community Volunteer
Community Health Centers, Inc.
Sandeep Wilkhu
Lauren Rowe
IPAO Review Manager NASA – Kennedy Space Center
WKMG 6
CredAbility/Consumer Credit Counseling Service of Central Florida
Bob St. Charles
Devereux Florida
Toadvine & Associates
WFTV Channel 9 & WRDQ Central Florida’s TV 27
Edgewood Children’s Ranch, Inc.
Lisa Portelli, Vice Chair
Michelle Stevens
Program Director Winter Park Health Foundation
WFTV Channel 9 & WRDQ Central Florida’s TV 27
Improving Financial Stability Cabinet Chris Toadvine, Chair
Partner Schafer, Tschopp, Whitcomb, Mitchell & Sheridan, LLP
Hebni Nutrition Consultants, Inc.
Orlando Community & Youth Trust
Orlando Neighborhood Improvement Corporation Osceola Council on Aging, Inc. PACE Center for Girls Rescue Outreach Mission of Central Florida Safehouse of Seminole The Salvation Army of Orange County The Salvation Army of Seminole County Second Harvest Food Bank of Central Florida, Inc.
Goodwill Industries of Central Florida
Seminole County Bar Association Legal Aid Society
Grace Medical Home
Seniors First, Inc.
GROWS Literacy Council, Inc.
Winter Park Day Nursery, Inc.
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BOARD OF DIRECTORS CHAIRMAN John Moskos
VOLUNTEERS
President, Central Florida, Bank of America; Managing Director, U.S. Trust Private Wealth Management
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VICE CHAIRMAN Kevin A. Sheehan (Ret.) Lockheed Martin Missiles and Fire Control
SECRETARY E. Ann McGee, Ed.D President, Seminole State College
TREASURER James B. Cross Managing Partner Cross, Fernandez & Riley, LLP
CEO Robert H. Brown President and CEO Heart of Florida United Way
IMMEDIATE PAST CHAIR Karen Dee Florida and Mid-South Regional President, Fifth Third Bank
Malcolm C. Barnes Residential Markets – Operations Leader, Progress/Duke Energy
Debbie Clements Community Relations Manager Progress/Duke Energy
Chief Val B. Demings (Ret.)
Board Members from July 2012-June 2013
John Fadool
Sandy Hostetter
Ronald F. Piccolo, Ph.D
Executive Vice President, Marketing LongHorn Steakhouse
President, CNLBank, Central Florida
Michael Frumkin, Ph.D.
President, Howell Consulting, LLC
Associate Professor of Management Rollins College Crummer Graduate School of Business
Stephanie Howell
Dean and Professor, College of Health and Public Affairs, University of Central Florida
Mark A. Jones
David E. Fuller
Avido Khahaifa
Chairman, President and CEO SunTrust Bank, Central Florida
Randy Garfield Executive Vice President Worldwide Sales and Travel Operations, Disney Destinations and President, Walt Disney Travel Company
Jane Garrard Vice President and CFO Tupperware® U.S. and Canada
Joel Glass Senior Vice President of Communications, Orlando Magic
Michael L. Harding (Ret.) Partner, Deloitte & Touche LLP
Roseann Harrington Vice President of Marketing, Communications & Community Relations, OUC – The Reliable One
Tara Hormell, MA, BCBA Executive Director Children’s Home Society of Florida, Central Florida Division
President, Orlando Regional Medical Center Editor, Senior Vice President, Director of Content – Florida, Orlando Sentinel
Patricia Maddox President and CEO Winter Park Health Foundation
John Pisan Regional Managing Director and Senior Vice President, Wealth Division Wells Fargo Private Bank
Ronald O. Rogers President, Ronald O. Rogers & Associates, LLC
Chief Paul Rooney Chief of Police, City of Orlando
Marie Martinez
David Ruiz
Operations Manager, Howard Phillips Center for Children & Families
President, UPS, Florida District
Jeffrey R. Shafer
Robert Newland
President, CNL Securities Corp.
President and CEO Career Partners International
Ramon A. Ojeda President, Hispanic Chamber of Commerce of Metro Orlando, Inc.
Commissioner Tony Ortiz
Eddie Soler Executive Vice President and Chief Financial Officer, Florida Hospital Director of Business Analysis SeaWorld Parks & Entertainment
Ed Timberlake
Sam Pero
Chairman of the Central Florida Board Seaside National Bank & Trust
Richard A. Watkins Community Volunteer
William B. “Bill” Wilson Executive Partner, Holland & Knight
Chief of Police, City of Orlando
HFUW EARNS FOUR STARS: Charity Navigator’s Highest
Rating for Fiscal Accountability.
TOTAL RESOURCES Heart of Florida United Way was responsible for raising, managing or distributing approximately $24.5 million throughout Central Florida in fiscal year 2012-2013. Known as “total resources,” this sum includes dollars raised through the community campaign, special events and other donor-related activities.
It also includes monies managed through Emergency Food and Shelter Programs, Utility Assistance Programs, Emergency Solutions Grant, Department of Veteran Affairs Support Services for Veteran Families (SSVF), the Gifts in Kind Center and the Ryan White Part B/General Revenue Program, which supports those affected by HIV/AIDS. 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.
Keith Swider
City of Orlando, District 2 Regional Director, Southern Jacksonville Division Publix Super Markets, Inc.
HEART OF FLORIDA UNITED WAY
One of Heart of Florida United Way’s proudest achievements of 2012-2013 was to earn a four-star rating from Charity Navigator, the nation’s leading evaluator of nonprofit organizations. Four stars – the highest rating – is only awarded to nonprofits that exceed industry standards for transparency, fiscal responsibility and growth. Nationally, only one in four evaluated charities receives four stars, so we’re deeply honored by this recognition.
2012-2013 FINANCE COMMITTEE MEMBERS CHAIR James B. Cross, CPA
Pete Lopez, Esq.
Managing Partner Cross, Fernandez & Riley, LLP
Partner Lowndes Drosdick, Doster, Kantor, & Reed, P.A.
Jane Garrard
Robert H. Maiocco
Vice President and CFO Tupperware® U.S. and Canada
Vice President, Investment Executive, Fifth Third Bank
Stephen J. Graham
Keith Swider
Senior Financial Manager/ Consultant, Dr. P. Phillips Hospital
Director of Business Analysis SeaWorld Parks & Entertainment
Tim Hyslop
Richard A. Watkins
Senior Vice President BMO Harris Bank
Community Volunteer
STATEMENT OF FINANCIAL POSITION The following is an overview of Heart of Florida United Way’s financial performance, comparing fiscal years 2012-2013 and 2011-2012, ending June 30.
Assets 2013 2012 Cash $ 10,361,140 $ 9,986,050 Investments 8,356,257 6,014,272 Certificates of deposit 170,036 1,895,177 Campaign pledges receivable, less allowance for uncollectible pledges of $1,325,758 and $1,627,936 in 2013 and 2012 respectively 6,440,915 8,318,063 Grants receivable 569,602 308,682 Other receivables 11,408 29,354 Prepaid expenses 45,955 26,994 Gifts-in-kind inventory 287,966 268,911 Property and equipment, net 3,949,872 4,015,225 Total assets $ 30,193,151 $ 30,862,728 Liabilities and Net Assets Liabilities: Accounts payable $ 588,995 $ 449,254 Accrued expenses 412,726 408,380 Campaign pledges due to designated agencies 2,786,404 4,764,534 35 Campaign pledges due to other United Way organizations 340,176 317,133 Grant advances 13,685 44,762 Other liabilities 97,963 115,744 Total liabilities 4,239,949 6,099,807 Net assets: Unrestricted 14,278,703 12,234,542 Temporarily restricted 10,874,499 11,728,379 Permanently restricted 800,000 800,000 Total net assets 25,953,202 24,762,921 Total liabilities and net assets $ 30,193,151 $ 30,862,728
United Way raised, managed or distributed
$24.5 MILLION to help Central Floridians in need.
When kids succeed in school, when families are financially stable, when all residents have food and shelter and when our neighborhoods are safe,
WE ALL WIN!
Dr. Nelson Ying Center 1940 Traylor Blvd. | Orlando, FL 32804 | www.HFUW.org | (407) 835-0900 We have not provided you with any goods or services in exchange for this pledge. The expenses associated with processing donor-designated pledges to non-partner agencies are recovered by applying a 2% management and general fee. Tax receipts, where required, will be mailed the January following payments. For payroll deduction gifts, your year-end pay stub and a copy of your pledge card are required for tax purposes. 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. NO PROFESSIONAL SOLICITORS WERE HIRED. HEART OF FLORIDA UNITED WAY RECEIVES 100% OF YOUR CONTRIBUTION.