annual report
08 09
COVER STORY MOTHER
MRS. RUBY’S STORY Partnering with local community groups, Heart of Florida United Way (HFUW) recently hosted a volunteer project to spruce up the home of Ruby B. Johnson, a 91-year-old Parramore resident known as “Mother” for her lifelong dedication to helping local children and families. Coordinated by the United Way Volunteer Resource Center (VRC), the project included painting, landscaping and home repairs. Work was completed by more than 70 volunteers from The Gathering, a local mentoring organization that helps young men make positive life choices, and other community groups. Additional partners included the City of Orlando’s Keep Orlando Beautiful, the Orlando Police Department Neighborhood Watch Unit, Behr Paint, Duke Construction, Tradebank and Yellow Dog Construction. “I feel blessed that so many people came together to help,” said Johnson. “I’ve lived on this block for a long time and have seen much change. I’m grateful that United Way and The Gathering are helping bring my community together.” “Strong support for the project, held in conjunction with United Way of America’s national Day of Action, reflects HFUW’s commitment to increasing volunteerism,” said Lorri Highet, United Way VRC Director. It also supports one of United Way’s focus areas, which is seeking new solutions for preventing crime, particularly youth crime. Over the past year, businesses and groups of all sizes have called on the VRC to help plan meaningful projects that serve people in need, boost team morale and provide great opportunities for giving back. If your business or organization would like to plan a volunteer project, contact Lorri Highet, United Way VRC Director, at (407) 849-2373, or e-mail Lorri.Highet@hfuw.org.
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TABLE OF CONTENTS Message from Chairman of the Board and
United Way 2-1-1 & Elder Helpline................................................ 18
President/CEO................................................................................. 4
Responding to the Crisis - Basic Needs Campaign....................... 19
Help in the Nick of Time - Success Story......................................... 5
Back From The Brink of Homelessness - Success Story................. 19
2008-09 Campaign Highlights....................................................... 6
United Way Gifts in Kind Center ................................................... 20
Alexis de Tocqueville Society........................................................... 8
HIV/AIDS Care and Assistance...................................................... 20
United Way Loaned Executive Program.......................................... 11
Emergency Community Assistance................................................ 20
Investing in Results...................................................................... 12
Surviving the Unexpected - Success Story..................................... 21
Fund Distribution Process............................................................. 14
Marketing and Media.................................................................... 21
United Way Women’s Leadership Initiative.................................... 16
Heart of Florida United Way
Heart of Florida United Way
Statement of Financial Position.................................................... 22
2008-09 Partner Agency List......................................................... 17
Heart of Florida United Way
Prosperity Campaign of Central Florida........................................ 18
Board of Directors......................................................................... 23
United Way Volunteer Resource Center.......................................... 18
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A MESSAGE FROM THE CHAIRMAN OF THE BOARD AND PRESIDENT/CEO Over the past year, the strength and resolve of our community have been tested in ways few could have imagined possible just a short time ago. Faced with the most serious economic crisis since the Great Depression, thousands of Central Floridians have lost their jobs, homes and everything they’ve worked hard to achieve. Fortunately, United Way has been there to help.
Bill Wilson
Chairman of the Board, Heart of Florida United Way Executive Partner, Holland & Knight LLP
With United Way’s 2009-10 campaign underway, we urge you to be as generous as possible. Thousands of our neighbors are counting on us.
Thanks to tremendous support from our corporate partners and a very generous community, more than $17.8 million was raised through last year’s campaign. These dollars helped fund nearly 200 programs operated by agencies such as Coalition for the Homeless, the Boys & Girls Clubs, Meals on Wheels, Second Harvest Food Bank, Consumer Credit Counseling Service and many others that are doing life-changing work. In all, United Way funded programs touched the lives of more than 364,000 local residents.
Our organization also reached out with timely assistance through 2-1-1, our free, 24-hour-per-day information and referral helpline. More than 115,000 people sought support last year – a 41 percent increase over last year – with utility, food and rent assistance as the top three requests. To help stem this growing tide of urgent need, United Way partnered with local foundations to launch a Basic Needs Campaign – a temporary response to this urgent need (see page 21). More than 1,700 qualified people received help in paying for basic life essentials. By covering the campaign’s full administrative cost, United Way ensured that every donated dollar went directly to help people in need. Another important way we reached out was through our Prosperity Campaign of Central Florida, which promotes the Earned Income Tax Credit – or EITC – and offered tax credits of up to nearly $5,000 last year. Overall, Central Floridians claimed more than $395 million in EITC refunds, which provided a much-needed financial boost to individuals, as well as the local economy.
Robert H. (Bob) Brown
President/CEO Heart of Florida United Way
Though the economic crisis appears to be easing, the year ahead will continue to be difficult for many local children, seniors and families. With United Way’s 2009-10 campaign underway, we urge you to be as generous as possible. Thousands of our neighbors are counting on us. Let’s all LIVE UNITED.
Bill Wilson
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Robert H. (Bob) Brown
SUCCESS STORY
HELP IN THE
NICK OF TIME
As a small business owner and the head of a growing family, Stan Brantford* knows all about responsibility. It’s why he never complains about working long hours or traveling great distances to do set-up work for concerts, carnivals and festivals. For years, his business provided a steady living for Stan, his wife and two kids. Though far from wealthy, they were able to pay their bills, rent a small home in Winter Garden and put a little away each month. A longtime United Way supporter, he also donated what he could to help others.
Facing eviction and homelessness, Stan did something he’d never done before – ask for help. Thanks to United Way’s emergency financial support, he received quick assistance in paying for rent and truck repairs. This help, made possible by generous community partners, was just the temporary assistance the family needed to overcome an unexpected crisis and get back on their feet. * Client’s name has been changed to protect his identity.
But when the recession hit and work dwindled, Stan was devastated to find he was the one needing help. For months, the family survived by cutting expenses, but when the truck he used for work broke down, so did his ability to earn a living.
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CAMPAIGN HIGHLIGHTS 2008-09 The Heart of Florida United Way annual campaign is divided into 18 divisions, based on various tri-county business segments. Of the more than 450 companies participating in the campaign, the following recognizes the overall largest contributors, as well as the top-10 division leaders.
The Honorable Richard T. Crotty
Orange County Mayor 2008-09 Campaign Chair Heart of Florida United Way
Although the past year has been a difficult one for many in our community, it has been a time of incredible generosity and caring. As always, when times get tough Central Floridians respond in great and generous ways. Nowhere is this more evident than in the success of United Way’s 2008-09 campaign, which I had the honor of leading. A campaign of this magnitude requires tremendous teamwork, and I was fortunate to have the support of a great cabinet that was committed to making a difference. During my tenure as campaign chair, I had many opportunities to learn more about United Way and the tremendous work it’s doing in our community. As local needs continue to grow, United Way is providing strong leadership – not just in fundraising, but also in bringing partners together to address serious community problems. As mayor of one of the three counties served by Heart of Florida United Way, I am grateful for this positive impact. As the 2009-10 campaign begins, I urge you to continue your support in making our community stronger and healthier today – and more resilient in facing future challenges.
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Top Giving Organizations Contributing $100,000 or more: 1. Walt Disney World Resort 2. Publix Super Markets, Inc. 3. Lockheed Martin 4. Darden Restaurants, Inc. 5. SunTrust Banks, Inc. 6. Orange County Government 7. Siemens Energy, Inc. 8. AT&T 9. UPS 10. Florida Hospital 11. Bank of America 12. Tupperware Brands Corporation 13. SeaWorld | Aquatica | Discovery Cove 14. CNL Financial Group, Inc. 15. University of Central Florida 16. Macy’s 17. OUC – The Reliable One 18. Fifth Third Bank 19. FedEx 20. Universal Orlando 21. Seminole County Public Schools 22. Orlando Health 23. Orlando Sentinel 24. McLane Suneast 25. Wachovia Bank 26. Enterprise Rent-A-Car 27. Lowndes, Drosdick, Doster, Kantor & Reed, P.A. 28. Embarq 29. JCPenney Accounting Firms 1. Deloitte & Touche LLP 2. Ernst & Young LLP 3. PricewaterhouseCoopers, LLP 4. Averett Warmus Durkee Bauder & Thompson 5. RSM McGladrey/McGladrey & Pullen 6. KPMG, LLP 7. Cross Fernandez Riley, LLP 8. Strombeck Consulting, Inc. 9. Berman Hopkins Wright & LaHam
Building and Design Arts 1. Brasfield & Gorrie, LLC 2. PBS&J 3. Ring Power Corporation 4. Palmer Electric 5. HD Supply, Inc. 6. Williams Company 7. PCL Construction Services, Inc. 8. Zachry Construction Company 9. RLF, Inc. 10. Morris Architects Business and Industry 1. Orlando Magic 2. Progress Energy 3. Southeastern Container, Inc. 4. Cessna Aircraft Company 5. John Bean Technology Corporation 6. Massey Services, Inc. 7. Coca-Cola North America 8. Greater Orlando Aviation Authority 9. Florida Municipal Power Agency 10. Florida Gas Transmission Company Combined Federal Campaign 1. NAVAIR Orlando Training Systems Division 2. US Army PEO STRI 3. Orlando VA Healthcare Center 4. USPS - Orlando P&DC 5. Federal Correctional Complex, Coleman 6. USPS - Mid-FL P&DC 7. Transportation Security Administration 8. USPS - Orlando L&DC 9. USPS - Central Florida District 10. Bureau of Customs & Border Protection Education 1. Orange County Public Schools 2. Valencia Community College 3. Houghton Mifflin Harcourt, Inc. 4. Seminole Community College 5. Rollins College 6. Enterprise Florida, Inc.
7. 8.
ITT Technical Institute Southeast Learning Center
Financial Services 1. GE Capital 2. The Bank of New York Mellon Corporation 3. Wells Fargo Financial 4. Regions Bank 5. The Hartford Insurance Group 6. JPMorgan Chase Card Service 7. Raymond James & Associates, Inc. 8. State Farm 9. Colonial Bank 10. St. Paul Travelers Florida State Employees Charitable Campaign (FSECC) 1. University of Central Florida 2. Orange County Health Department 3. FL Dept. of Children and Families 4. FL Dept. of Corrections, Probation/Parole Services, Orlando 5. FL Dept. of Transportation, FL Turnpike Enterprise 6. FL Dept. of Environmental Protection, Central District Office 7. FL Dept. of Revenue, Child Support Enforcement 8. FL Justice Administrative Commission, State Attorney’s Office, 9th Circuit 9. FL Dept. of Juvenile Justice 10. FL State Court System, 9th Circuit Court Administration Foundations 1. Morgridge Family Foundation 2. Elizabeth Morse Genius Foundation 3. Gordon J. Barnett Memorial Foundation 4. The Kimball Foundation 5. James E. & Mary E. Harper 6. Clifford & LaVonne Graese Foundation 7. A Friends’ Foundation Trust 8. CIGNA Foundation
9. Shell Oil Company Foundation 10. Wellpoint Foundation Health Care 1. Blue Cross and Blue Shield of Florida 2. Adventist Health System 3. Health Central, Inc. 4. United Healthcare of Florida 5. Invacare Corporation 6. Merck & Merck-Medco 7. Delta Dental Insurance 8. Central Florida Regional Hospital 9. Curascript 10. Otto Bock Health Care High Tech 1. Sprint 2. Northrop Grumman 3. Smart City Telecom 4. Nuvox Communications 5. Metavante Corporation 6. Science Applications Int’l Corp. 7. General Dynamics C4 Systems 8. Convergys 9. New Business Solutions, Inc. 10. IBM Corporation Hospitality 1. Marriott International, Inc. 2. AAA National 3. Walt Disney World Swan & Dolphin Resort 4. Grand Cypress Resort 5. Orlando/Orange County Convention & Visitors Bureau 6. Hyatt Regency-OIA 7. The Peabody Orlando 8. Hyatt Regency Grand Cypress 9. Buffalo Lodging Associates 10. Hilton at Walt Disney World Resort Labor Unions 1. American Federation of Government Employees (AFGE) 2. American Federation of State, County and Municipal Employees (AFSCME) 3. Central Florida Building Trades Council 4. Communication Workers of America (CWA) Locals 3108 and 2385 5. Craft Maintenance Council 6. Int’l. Association of Fire Fighters (IAFF) Locals 1365, 2057 and 2117
Int’l. Brotherhood of Electrical Workers (IBEW) Locals 606, 1042 and 2000 8. Service Trades Council 9. Seminole Education Association and Support Professionals (SEA) Local 7457 10. United Auto Workers (UAW) Local 788
6. 7. 8.
Law Firms 1. Holland & Knight LLP 2. Baker & Hostetler LLP 3. Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A. 4. Foley & Lardner LLP 5. Rissman Barrett Hurt Donahue & McLain, P.A. 6. Shutts & Bowen LLP 7. Akerman Senterfitt, P.A. 8. Winderweedle, Haines, Ward & Woodman, P.A. 9. Moran Kidd Lyons Johnson & Berkson, P.A. 10. Walter P. Moore and Associates
Public Service 1. City of Orlando 2. Reedy Creek Improvement District 3. City of Altamonte Springs 4. City of Winter Springs 5. Seminole County Government 6. City of Sanford 7. City of Apopka 8. City of Casselberry 9. City of Winter Park 10. City of Maitland
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Media 1. Bright House Networks 2. The Golf Channel 3. Fry Hammond Barr 4. WFTV Channel 9 Cox Enterprises 5. Comcast 6. Ron Sachs Communications 7. Wall Street Journal 8. Engauge 9. National Advertising Co. Nonprofits and Agencies 1. Heart of Florida United Way, Inc. 2. The Center for Drug Free Living, Inc. 3. Community Coordinated Care for Children, Inc. (4C) 4. Boys & Girls Clubs of Central Florida, Inc. 5. Coalition for the Homeless of Central Florida, Inc. 6. Devereux Florida 7. Salvation Army of Orange County 8. Children’s Home Society of Florida, Central Florida Division 9. Community Health Centers, Inc. 10. Lighthouse Central Florida Osceola County 1. Osceola County Government 2. Osceola County Public Schools 3. City of Kissimmee 4. Lowe’s Companies, Inc. 5. Coggin Chevrolet of Kissimmee
JELD-WEN, Inc. PepsiCo Beverages & Foods Osceola Council on Aging, Inc. 9. City of St. Cloud 10. Tohopekaliga Water Authority
HEART OF FLORIDA UNITED WAY 2008-09 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:
Retail 1. Target Corporation 2. Costco Wholesale 3. Best Buy 4. Nordstrom Florida Mall 5. Dillard’s, Inc. 6. Wal-Mart 7. Neiman Marcus Mall at Millenia 8. Asbury Automotive Group 9. CVS Pharmacy Distribution 10. BJ’s Wholesale Club Top Companies for Individual Leadership Giving (Individuals donating between $1,000 and $9,999) 1. Walt Disney World Resort 2. Publix Super Markets, Inc. 3. Lockheed Martin Corporation 4. Darden Restaurants, Inc. 5. Siemens Energy, Inc. 6. SunTrust Banks, Inc. 7. Orange County Government 8. Tupperware Brands Corporation 9. Fifth Third Bank 10. Bank of America
Campaign Chair
The Honorable Richard T. Crotty Orange County Mayor Immediate Past Chair
Kathleen M. Waltz Orlando Sentinel (Ret.) Division Chairs
Kelli Coleman
Vice President Product Development Walt Disney Theme Park Merchandise
Helen Donegan
Vice President, Community Relations University of Central Florida
Lillian Garcia
Executive Vice President & Chief Human Resources Officer Tupperware Brands Corporation
Jason Greene
Randall Ellington SmartWealth
C. T. Hsu
Managing Principal C.T. Hsu + Associates
Steven Jamieson General Manager Mall at Millenia
David Krepcho Executive Director Second Harvest Food Bank of Central Florida, Inc.
Gary Sain
President & CEO Orlando/Orange County Convention & Visitor’s Bureau, Inc.
L. Harrison Thayer Principal LH Thayer and Associates
Howard Tipton
Chief Administrative Officer Office of Lydia Gardner Orange County Clerk of Courts
Richard A. Watkins Senior Vice President Private Wealth Management SunTrust Banks, Inc.
Maureen A. West President MWest & Associates, LLC
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ALEXIS DE TOCQUEVILLE INVESTORS United Way’s Alexis de Tocqueville Society recognizes the generosity of individuals contributing at the highest levels of personal giving. With an annual gift of $10,000 or more, these caring philanthropists exemplify an outstanding commitment to improving the quality of life in Central Florida.
La Table Ronde des Millions de Dollars — $1,000,000 or more
Ted Crowell
Dr. P. Phillips
Alexis de Tocqueville “I must say that I have seen Americans make great and real sacrifices to the public welfare; and have noticed a hundred instances in which they hardly ever failed to lend faithful support to one another.”
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Helen & Richard DeVos RDV Sports Foundation
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
Ordre dé Liberté $25,000 to $49,999
John & Carrie Morgridge
Clarence Otis, Jr. & Jacqueline Bradley
Mr. & Mrs. Charles E. Bosserman
Morgridge Family Foundation
Darden Restaurants, Inc.
Jim & Dayle Seneff CNL Financial Group
Mr. & Mrs. W. E. Jock Spears
Joe R. Lee
Darden Restaurants, Inc.
“Leadership can be thought of as a capacity to define oneself to others in a way that clarifies and expands a vision of the future.” -Edwin Friedman Author and Leadership Consultant
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ALEXIS DE TOQUEVILLE INVESTORS cont. Members de la Société — $10,000 to $24,999 Carol & Barney Barnett Robert D. Beard Meg & Rich Crofton William T. & Jennifer D. Dymond, Jr. Stephen Fan Suzanne & Mike Fleming Michael and Terri Harding Bob Iger & Willow Bay Howard Jenkins Pat & Audrey Knipe Harriett & Hy Lake Daniel M. & Mary Jean Lyons John & Rita Lowndes Andrew H. Madsen Charlie & Kim Muller David Lee Neel Florence & Egbert Neidig Richard & Mary Nunis Michael & Beth Pattillo Nicholas A. Pope & Patricia Siggelkow-Pope Wayne P. & Dr. Robin R. Roberts Marty Rubin Michael & Theresa Ryan Mike Shemelya Robert & Cheri VanderWeide Linda Warren & Dr. Jeffrey Prickett Al & Doreen Weiss Gary Woodrell
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Publix Super Markets, Inc. Ernst & Young LLP Walt Disney Company Lowndes, Drosdick, Doster, Kantor & Reed, P.A. China Pavillion at Epcot® Merrill Lynch Deloitte & Touche LLP Walt Disney Company Publix Super Markets, Inc.
Darden Restaurants, Inc. Lowndes, Drosdick, Doster, Kantor & Reed, P.A. Darden Restaurants, Inc. CNL Financial Group, Inc.
New Business Solutions Inc. Ernst & Young LLP Lowndes, Drosdick, Doster, Kantor & Reed, P.A. Community Foundation of Central Florida Smart City Telecom Lowndes, Drosdick, Doster, Kantor & Reed, P.A. Ernst & Young LLP Orlando Magic
Walt Disney Company Alcon Manufacturing
I serve on the boards of the Metro Orlando Economic Development Commission, Orlando Health, and the Central Florida Commission on Homelessness. I’m also a member of the Rollins College Board of Trustees and an advocate of United Way. My community is my home; it’s where my heart is. That is why I LIVE UNITED. Meg Crofton, President Walt Disney Company
UNITED WAY LOANED EXECUTIVE PROGRAM
Each year, businesses dedicated to making a difference lend their brightest and best employees or provide sponsorship funds to support the United Way Loaned Executive Program. Loaned Executives become an integral part of annual fundraising efforts, working alongside the United Way Resource Development team in coordinating successful workplace giving campaigns at more than 450 local companies. Under the dedicated leadership of Lillian Garcia, Executive Vice President and Chief Human Resources Officer for Tupperware Brands Corporation, the program grew to new heights in 2008-09. In all, 13 Loaned Executives shared their time, talent and expertise during a 12-week fall campaign, boosting it to the $17.8 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: Sindy Cassidy Executive V.P. & Regional Managing Director Right Management Florida/Caribbean Region
Ken Ksionek General Manager & CEO OUC –The Reliable One
Mark Censoprano Senior Vice President Culinary & Beverage Darden Restaurants, Inc.
“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.”
Heart of Florida United Way would like to thank the following companies and individuals who participated in the 2008-09 Loaned Executive program: Walt Disney Company Walt Disney Company Publix Super Markets, Inc. Publix Super Markets, Inc. FedEx UPS Darden Restaurants, Inc. Tupperware Brands Corporation Osceola County Government Osceola County Government Challenger, Gray & Christmas/ Right Management
Becky Dedo Tiffany Harrell Tee Robillard Laurel Pileggi Angela Weister Brenda Bryant Michael McClafferty Gloria Borrero Karen Henry Eva Pabon Marissa Wawrzyniak
“The Loaned Executive Program is a win-win situation for the employee, for our company and for United Way. It is an opportunity to develop rising talent by giving them new skills, new connections and a better understanding of how our organization is linked to the community we serve. The employee benefits, the company benefits, and ultimately, so does the entire community.”
“We are very appreciative of the opportunity to sponsor Heart of Florida United Way’s Loaned Executive Program. It gives much-needed assistance to United Way’s operations, while providing the executive with a rewarding, fulfilling experience that makes a direct and meaningful difference in the lives of others.”
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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 for 70 years, 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 longterm solutions to our community’s most pressing problems. Areas we are focusing on include:
Building Safe Communities
Creating safer neighborhoods by reducing violence – 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 build savings
Developing Healthy Children and Families
Improving health for children, families and seniors by addressing such issues as health care, supportive services, domestic violence, substance abuse and other unhealthy behaviors
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 charities, HFUW is in a unique position to lead the community in creating new prevention-based solutions.
Now More Than Ever, New Solutions Required As stewards of community resources, now more than ever we must be strategic and focused to make sure community dollars have the greatest possible impact. As needs grow and become increasingly complex, we will continue to seek lasting solutions to our region’s most challenging problems. 12
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.
Investing In Results Council Ed Timberlake, Chair
Chairman, Central Florida Board Seaside National Bank & Trust
Investing in Results Council & Cabinets Building on United Way’s longstanding tradition of engaging volunteers in nearly every aspect of its operations, nearly three dozen local community leaders and issue experts have been instrumental in guiding the transition to Investing In Results. 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 last year. 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. 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 over 500 hours reviewing prevention-based agency programs that support focus-area goals. Marking a milestone in United Way’s 70-year history, the cabinets also helped launch United Way’s competitive, grant-making process, which awards funding dollars based on a program’s strategic ability to move the needle and achieve community-level change. Review for the first round of grant awards was still underway at the end of the 2008-09 fiscal year. Moving Forward Given the scope of Investing In Results, a full transition to the new model is expected to take five years. With work well underway for Building Safe Communities and Improving Financial Stability, a cabinet for Developing Healthy Children and Families is expected to form in mid-2010. To address Alleviating Hunger and Homelessness, United Way has, among other things, partnered with the Central Florida Commission on Homelessness, which is working on a 10 year-plan to end homelessness.
Mark Brewer, Vice Chair President/CEO Community Foundation of Central Florida
Dr. Michael Frumkin
Dean, College of Health & Public Affairs University of Central Florida
Lania Crouch
Ray Larsen
President/CEO Heart of Florida United Way
Human Services Manager Osceola County Government
President/CEO Central Florida Partnership
President Dr. P. Phillips Hospital
Dr. Laurie Joyner
President/CEO Winter Park Health Foundation
Jacob Stuart
Mark A. Jones
Robert H. (Bob) Brown
Patty Maddox
Michele Saunders
Director of Community Services Seminole County Government
Dean of Faculty Rollins College
Executive Director Central Florida Commission on Homelessness
Building Safe Communities Cabinet
Improving Financial Stability Cabinet
Dr. Laurie Joyner, Chair
Mark A. Jones, Chair
John Moskos
Donna Templin, Vice Chair
Gary Earl, Vice Chair
Lisa Portelli
John K. Cooper
Nana Robertson, M.S.
Sharron R. Washington
Chris Toadvine
Dean of the Faculty Rollins College
Community Volunteer
Vicki Brooks
Director, Title I Federal Programs Orange County Public Schools
Honorable Daniel P. Dawson Circuit Judge Ninth Judicial Circuit Court
W. Gene Grace
Director, Student Safety & Student Alternative Placement Seminole County Public Schools
Dr. Robert Ledford Dean, Adult Education Seminole State College
Dr. Roberto H. “Hugh” Potter Professor Criminal Justice and Legal Studies University of Central Florida
President Dr. P. Phillips Hospital
President/CEO Workforce Central Florida
Regional Director Florida Department of Children & Families
Cicuit 9 Operations Manager Florida Department of Children & Families
Janet Hamer
Senior Community Development Manager Federal Reserve Bank of Atlanta – Jacksonville Branch
President/CEO Bank of America
Program Director Winter Park Health Foundation
Program Manager Early Childhood Dept. Seminole Community College
Toadvine & Associates
Barbara K. Travis
SPEC Territory Manager Internal Revenue Services
John Lulay
Tax Consultant, SPEC Internal Revenue Service
Yolanda Londono
Vice President of Global Social Responsibility Tupperware Brands Corporation
Estelli Ramos
Professor School of Social Work University of Central Florida
Captain Charles Robinson Orlando Police Department
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Fund Distribution Process The Gold Standard of Giving Fund Distribution Committee
Donna Templin, Chair
For nearly 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.
Community Volunteer
Chaired by Donna Templin, a former Disney executive and lifelong community 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.
Debbie Clements, Vice Chair Progress Energy Florida, Inc.
Stephen Baum
Wachovia Bank
Dr. Mary Bear
Barry University
Melissa Currie
Deloitte & Touche, LLP
Patricia DeYoung
Darden Restaurants Foundation
To ensure that United Way funded programs meet highest standards of effectiveness and accountability, 40 volunteers serving on 6 committees conducted more that 145 program reviews and 65 Questions 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.
Karen Dual Averett Warmus Durkee Ray Larsen
Central Florida Commission on Homelessness
Jóse Perez
IBM Corporation
Ralph Perrino Ralph Perrino, CPA Bob Raudebaugh
Wachovia Bank
Kran Riley Retired, Wayne Densch Charities Rusty Turner
Community Volunteer
I LIVE UNITED by sustaining the vibrancy of the Hispanic community of Central Florida. I make sure we capture key opportunities to contribute to the betterment of our region, improving the quality of life for all Central Florida residents. Ramón A. Ojeda President, Hispanic Chamber of Commerce of Metro Orlando
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From nurturing young children and providing nutritious meals for seniors to helping families recover from job loss, foreclosure and serious illness, United Way supported programs made a measurable difference in the lives of 364,060 Central Floridians last year. That’s nearly one-in-five tri-county residents. More significantly, two-thirds of those receiving help were women, children and senior citizens, who are often the most vulnerable groups among us. In all, nearly 200 programs – provided by agencies such as Coalition for the Homeless, BETA Center, Salvation Army, Orlando Day Nursery, Meals on Wheels, Boys & Girls Clubs and so many others – helped change lives and improve community conditions. The following highlights (categorized by focus areas) illustrate a few of the many ways your support of United Way makes a meaningful difference:
Building Safe Communities • • • •
Approximately 24,000 children and youth participated in afterschool and other activities that encourage school success and steer kids away from crime and risky behaviors. More than 21,000 people received substance abuse and mental health prevention/intervention services. 14,440 children and youth benefited from programs to improve or maintain school performance. 9,609 children and youth took part in specialized activities to increase their safety.
Alleviating Hunger and Homelessness • • • •
Improving Financial Stability • • •
Approximately 3,500 people took part in personal growth and skills training to increase opportunities for successful employment. More than 12,000 people received financial education and counseling to improve or maintain assets and self-sufficiency. Nearly 29,000 people received clothing, furniture, employment assistance and childcare subsidies, which are critical stepping stones to self-sufficiency.
More than 42,000 residents received emergency utility and rent assistance to help stabilize crisis situations. An estimated 26,000 people were nourished through local food programs. Additionally, more than 18 million pounds of food were distributed in the local community. Approximately 6,000 children and adults received homeless services and safe shelter. More than 4,500 people benefited from shelter, transportation, and/or utility assistance case management.
Developing Healthy Children & Families • • • • •
Approximately 12,000 senior citizens benefited from assistance with meals, transportation and daily care. Nearly 18,000 people received family development services, such as counseling, parent training and prenatal care education. More than 2,200 disabled people took part in workshops and adult training programs. More than 18,000 women and children facing domestic violence received help in escaping dangerous situations. Approximately 1,300 youth participated in mentoring and counseling services that help teens successfully transition to adulthood.
Note: Figures are based on data provided by agencies. Not all agencies collect all categories of demographic data for all clients. Therefore, some percentages will not equal 100 percent for total clients served. The figures also include the 2-1-1 & Elder Helpline.
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United Way Women’s Leadership Initiative The United Way Women’s Leadership Initiative focuses attention on the unique health and social service needs of women and children. Chaired by Helen Donegan, Vice President of Community Relations for UCF, and guided by The Council of Women, the initiative is raising awareness of problems that disproportionately affect women and children, such as domestic violence, access to health care “Each of us has a job to do in and child care, and other critical issues.
helping one another. A spirit of service must inhabit us all.”
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. In addition to volunteer projects, one of the group’s major outreach efforts is an annual luncheon, which last year featured ABC News Correspondent Lynn Sherr as the keynote speaker. Sherr urged attendees to use their unique talents, skills and resources to help build a better world. “Women have always been agents of change,” Sherr said. “Each of us has a job to do in helping one another. A spirit of service must inhabit us all.” To learn more about the United Way Women’s Leadership Initiative and its outreach, contact Heart of Florida United Way at (407) 835-0900 or e-mail councilofwomen@hfuw.org.
The Council of Women Helen Donegan, Chair
Cheryl Henry
Sibille Pritchard
Sara Brady
Erin Hodge
Mary Recchia Brown
Kathy Brown
Marcia Hope Goodwin
Nancy Schwalb
Dora Casanova del Toro
Stephanie Howell
Sara Segal
Gloria Caulfield
Bunny Johnson
Robin Smythe
Linda Chapin
Mary C. Kenny
Ann Sonntag
Anne K. Chinoda
Margot Knight
Jan Stratton
Aileen Cubillos
Barbara Koenig
Kimberlee Strong
Patricia DeYoung
Harriett Lake
Cynthia Sucher
Karen C. Dyer
Linda Landman-Gonzalez
Ellen Titen
Pat Engfer
Beverly Marshall-Luney
Dr. Diane Trees
University of Central Florida
Bright House Networks
One 360 Marketing
La Prensa Newspaper
Paquin Healthcare Group
University of Central Florida
Florida’s Blood Centers, Inc.
Florida Hospital
Darden Restaurants Foundation
Boies, Schiller & Flexner LLP
Hyatt Regency Orlando Int’l Airport
Lillian Garcia
Tupperware Brands Corporation
Ruth’s Chris Steak House
Rollins College
City of Orlando
Baker & Hostetler LLP
Neiman Marcus
Mary C. Kenny & Associates
United Arts of Central Florida
New Broad Street Companies
Philanthropist
Orlando Magic
Metro-Orlando Economic Development Commission
Shannon McAleavey
Brooksville Development Corporation
The Recchia Group, Inc.
Schwalb Public Relations
Community Volunteer
Central Florida News 13
Orlando Business Journal
Universal Orlando Resort
Florida Hospital Foundation
University of Central Florida
ET Consultants
University of Central Florida
Brie Turek City of Orlando
Walt Disney World Resort
Dr. Deborah German University of Central Florida
Dr. E. Ann McGee
Georgiana Ungaro Neiman Marcus
Seminole Community College
Roseann Harrington
I’m deeply involved in community activities through my work at UCF. I also chair the United Way Council of Women and serve on several boards for several local organizations. That’s how I LIVE UNITED.
Helen Donegan, V.P. of Community Relations University of Central Florida
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OUC–The Reliable One
Lawrie Platt Hall Platt Hall & Associates
Lizette Valarino
Orange County Government
HEART OF FLORIDA UNITED WAY 2008-09 PARTNER AGENCY LIST Adult Literacy League, Inc. Alzheimer’s Resource Center, Inc. Apopka Family Learning Center American Red Cross of Central Florida B.E.T.A. Center, Inc. Big Brothers Big Sisters of Central Florida, Inc. Boys & Girls Clubs of Central Florida, Inc. Catholic Charities of Central Florida, Inc. The Center for Drug-Free Living, Inc. Center for Independent Living in Central Florida, Inc. Central Florida Police Athletic League, Inc. Central Florida YMCA Children’s Home Society of Florida – Central Florida Christian Service Center for Central Florida, Inc. Coalition for the Homeless of Central Florida, Inc. Community Coordinated Care for Children, Inc. (4C) Community Health Centers, Inc. Community Service Center of Central Florida Consumer Credit Counseling Service Devereux Florida Edgewood Children’s Ranch, 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. Guardian Care Nursing and Rehabilitation Center Harbor House (Orange County Center Against Domestic Violence) Health Care Center for the Homeless Help Now of Osceola, Inc. Jewish Community Center of Greater Orlando Jewish Family Services of Greater Orlando, Inc. Kids House of Seminole, Inc. Lakeside Alternatives, Inc. Legal Aid Society of the Orange County Bar Association, Inc.
Lighthouse Central Florida Living Hope International Ministry MADD – Mothers Against Drunk Driving, Central Florida Chapter Meals on Wheels Etc., Inc. Mustard Seed of Central Florida, Inc. Orlando Day Nursery Osceola Association for Retarded Citizens, Inc. (ARC) Osceola Council on Aging, Inc. Primrose Center, Inc. QUEST, Inc. Rescue Outreach Mission of Sanford, Inc. Retired & Senior Volunteer Program of Orange County (RSVP) Safehouse of Seminole 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 Specialized Treatment, Education and Prevention Services (S.T.E.P.S.) UCP of Central Florida Visiting Nurses Association/CCE 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 Howard Phillips Center for Children and Families Osceola County Health Department
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Heart of Florida United Way Programs and Services
Giving Hope – Changing Lives United Way Volunter Resource Center
The Prosperity Campaign of Central Florida The Prosperity Campaign of Central Florida addresses growing poverty in Central Florida by promoting financial literacy, improving low-income residents’ access to financial services, and providing resources during foreclosure or other crises. As part of the Prosperity 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. Last Year, EITC refunds of nearly $5,000 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. 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 percent.
The Volunteer Resource Center connects corporate volunteer groups, individuals, families or students with opportunities to make a difference in our community. More than 100 local nonprofit agencies also receive assistance in recruiting, training and managing volunteers whose work helps stretch precious resources.
Much like 4-1-1 or 9-1-1, United Way 2-1-1 is a free, 24-hour-per day community resource and referral helpline that links people in need with nearly 2,000 programs offered by 800-plus local health and human service agencies. 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:
Program Highlights:
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Program Highlights: • • • •
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In tax year 2008, 185,557 tax claims were filed in Central Florida, representing a one-year increase of 10 percent. Collectively, EITC refunds pumped $395.1 million back into the local economy – a one-year increase of 13 percent. Last year nearly 9,000 people visited free tax prep sites promoted by Heart of Florida United Way Central Floridians have used their FamilyWize prescription discount cards more than 8,000 times, resulting in a cumulative savings of nearly $154,000.
United Way 2-1-1 – A Free 24-Hour Referral Helpline
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Organized United Way Days of Caring, the region’s largest community-wide volunteer event, which was supported by nearly 1,600 volunteers. Employees from 31 companies, including Lockheed Martin, Walt Disney World Resort, Publix Super Markets, Fifth Third Bank and others completed 54 projects, which benefited local nonprofits and the people they serve. Launched Living United Through Volunteerism, an inspirational photo exhibit that was presented across the tri-county region in conjunction with National Volunteer Month. Partnered with local government, business and civic groups to host United Way’s first Day of Action. Nearly 60 volunteers turned out to spruce up the home of an elderly Parramore resident, known for her lifelong commitment to helping others. (See inside front cover) 752 new volunteers were registered via the Center’s website and 1,861 volunteers were referred to 155 agencies.
How You Can Help
Want to volunteer? Visit www.hfuw.org and click the Volunteer button to search our database of great volunteer projects. If your company, civic group or church organization wants to get involved, contact the VRC at (407) 849-2373 or e-mail Lorri.Highet@hfuw.org.
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2-1-1 received more than 115,000 calls in 2008-09 a 41 percent increase over the past year. Utility, rent and food assistance ranked as the top-three reasons people sought help. Nearly two-thirds of callers had children, and job loss was cited as the primary reason they needed help. 96 percent of callers received information about a local agency that provided the type of assistance they needed. In assessing callers’ broader needs, 2-1-1 operators also provided vital information about United Way supported programs, such as the FamilyWize prescription discount program and the Earned Income Tax Credit, which puts money back into the hands of hardworking people. As a real time barometer of community need, 2-1-1 statistics are distributed monthly to local business, government and nonprofit leaders to help them stay informed about community need, issues and trends.
Responding to the CRISIS – basic NEEDs campaign Providing a temporary response to urgent community need, United Way launched a Basic Needs Campaign to provide critical assistance to local residents struggling to survive the economic crisis. The campaign was established in May with $550,000 contributed by community partners. Dr. Phillips Charities led the way with a donation of $300,000, followed by a Bank of America contribution of $50,000 and $100,000 each from the Universal Orlando Foundation and the Winter Park Health Foundation. In covering the campaign’s full administrative costs, United Way ensured that every donated dollar went directly to help people affected by record-high unemployment, reduced work hours, home foreclosure and other serious problems. In just two months, more than 1,700 tri-county residents qualified to receive timely help in paying for food, rent, utilities and other essentials of daily life.
SUCCESS STORY
BACK FROM THE
BRINK OF HOMELESSNESS
By the time Lucinda Jones* called United Way 2-1-1, she had nowhere else to turn. Laid off from one job and two weeks away from starting another, the gap between paychecks left her no money to pay for rent, groceries or necessities for her young son, Anthony.
I support United Way as it works to build strong communities, and I volunteer with several organizations. That’s how I LIVE UNITED. Val Demings Chief of Police, City of Orlando Heart of Florida United Way Board Member
Things only got worse when Anthony became seriously ill and spent five days in the hospital. Although Lucinda qualified for rent assistance through United Way 2-1-1, she wasn’t able to stop eviction proceedings while dealing with her child’s medical emergency. When United Way case managers learned this during a follow-up call, they helped Lucinda find a new apartment and pay for security deposits and other fees. With the new job going well and her son healthy again, Lucinda is making progress in rebuilding her life. * Client’s name has been changed to protect her identity.
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Heart of Florida United Way Programs and Services
United Way Gifts in Kind Center
HIV/AIDS Care and Assistance
The United Way Gifts in Kind Center (GIKC) solicits and collects donated merchandise and materials for redistribution to local nonprofit agencies and school organizations.
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 people affected by or infected by HIV/AIDS each year.
In addition to providing an outlet for tax-deductible business donations, the center provides agencies access to muchneeded goods at greatly reduced costs, thereby increasing their economic efficiency – something Heart of Florida United Way continually strives to do.
Program Highlights: • •
Distributed $1,128,725 worth of donated supplies and materials to more than 100 local nonprofit organizations. Office Depot, Alcon, Bed Bath & Beyond and several trade show groups were among the dozens of 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, ext. 232, or e-mail GIKC@hfuw.org.
As lead agency, HFUW annually receives more than $2 million dollars to fund patient care and support services provided through a network of nine 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: • • • •
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Served more than 3,500 people infected with HIV/AIDS in Orange, Osceola, Seminole, and Brevard counties. Exceeded contract expectations by expending more than 99 percent of total contract value. Received an additional $170,000 in Ryan White funding to increase direct care services. Improved ability to capture client data by implementing new software and purchasing 12 new computers for subcontracted agencies.
Emergency Community Assistance Approximately 29,100 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: •
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Managed more than $2.7 million, including $1.2 million awarded through 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.
Heart of Florida United Way Marketing Committee Heart of Florida United Way’s Marketing Committee, co-chaired by Linda Warren, Walt Disney Parks & Resorts (Retired) and Mark Censoprano, Darden Restaurants, 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. Mark Censoprano, Co-Chair
Linda Warren, Co-Chair
Senior V.P., Brand Management Darden Restaurants
Shawn Bartelt
Mitchell Erick
David Hickman
Beth Lowell
Kathy Brown
Joel Glass
Douglas Howard
Schuyler Osborne
Stephanie Darden
Suzanne Grethen
Vel Johnson
Lauren Rowe
John Gross
Tyler Koon
Bob St. Charles
General Manager WFTV 9
Partner One 360 Marketing
President FDG Creative
SUCCESS STORY
Surviving
THE UNEXPECTED
Even before the economic crisis began, John and Susan* knew they were headed for trouble. Like many working families, living expenses, medical bills and credit card balances grew every month, but with two steady incomes they managed to juggle obligations. But when the company they both worked for eliminated their jobs, their lives began to unravel. John found work quickly, but Susan was unemployed for nearly a year, which pushed their battered finances to the breaking point. When they finally sought help from Consumer Credit Counseling Service (CCCS), the couple was several months behind on bills and close to losing their home. Thanks to advice from CCCS, a United Way supported agency that helps people eliminate debt, save for homes and devise workable budgets, John and Susan learned how to manage their finances. Now nearly debt free, they’re rebuilding their credit, savings and ability to survive another unexpected crisis. * To protect clients’ identities, different names have been used.
Executive V.P., Products Services Planning & Development Walt Disney Parks & Resorts (Retired)
Larry de la Rosa General Manager Telemundo
Principal & Creative Director Alianda
V.P., Communications Orlando Magic
Creative Services Director WESH 2
President of Gross Communications WLOQ-FM
President Idea Distillery
Single Copy Marketing Manager Orlando Sentinel
Desiner/Editor Pixel 1080
Principal, Cameraman & Editor Pixel 1080
Public Relations Consultant Vasaj Communications
Co-Owner Lawton Printers
News Anchor WKMG 6
Lorri Shaban
CEO Thompson Wesley Wolfe
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 we recognize the support of our key media partners in 2008-09:
Apopka Chief Bright House Networks News 13 East Orlando Sun First Monday Insight East Orlando Mix 105.1 FM Orange Appeal Orlando Business Journal Orlando Home & Leisure Orlando Magazine
Orlando Sentinel Orlando Times Osceola News Gazette Sanford Herald Seminole Chronicle Southwest Orlando Bulletin Sunny 105.9 FM Telemundo The Park Press WDBO 580 AM
WESH News Channel 2 West Orange Times 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 WPRD 1440 AM
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2008-09 Finance Committee Members Jim Curley Retired
Stephen J. Graham Senior Financial Manager/ Consultant Dr. P. Phillips Hospital
Peter L. Lopez, Esq. Finance Committee Chair Timothy N. Hyslop Senior Vice President M&I Bank
Lowndes Drosdick, Doster, Kantor, & Reed, P.A.
Keith Swider
Director of Business Analysis SeaWorld | Aquatica | Discovery Cove
STATEMENT OF FINANCIAL POSITION The following is an overview of Heart of Florida United Way’s financial performance comparing fiscal years 2008-09 and 2007-08, ending June 30.
Richard A. Watkins Senior V.P., Private Wealth Management SunTrust Banks, Inc.
Donna Templin Community Volunteer
Robert H. Maiocco Financial Advisor Merrill Lynch
Heart of Florida United Way Total Resources 2008-09 Total Resources: $24,309,682
Heart of Florida United Way was responsible for raising and managing $24.3 million throughout Central Florida in fiscal year 2008-09. Known as “Total Resources,” it includes dollars raised through workplace-giving campaigns, special events and other donor-related activities. It also includes monies managed through the emergency food and shelter programs, utility assistance programs, 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.
Assets Cash and cash equivalents Investments Certificates of deposit Campaign pledges receivable, less allowance for uncollectible pledges of $1,651,832 and $1,364,607 in 2009 and 2008 Grants receivable Other receivables Prepaid expenses Gifts-in-Kind inventory Property and equipment, net Total assets
2007-08 $7,998,807 $5,444,512 $1,822,677
$6,576,136 $1,506,408 $28,608 $64,350 $473,949 $4,303,354 $27,952,807
$7,336,943 $678,831 $118,474 $63,636 $270,259 $4,266,193 $28,000,332
Liabilities and Net Assets Liabilities: Accounts payable $475,667 Accrued expenses $298,148 Campaign pledges due to designated agencies $3,351,577 Campaign pledges due to other United Way organizations $209,379 Grant advances $327,870 Other liabilities $311,944 Total liabilities $4,974,585 Net assets: Unrestricted $10,274,741 Temporarily restricted $11,903,481 Permanently restricted $800,000 Total net assets $22,978,222 Total liabilities and net assets
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2008-09 $8,423,448 $4,705,672 $1,870,882
$27,952,807
$458,342 $259,735 $3,389,224 $197,686 $277,512 $219,847 $4,802,346 $10,178,150 $12,219,836 $800,000 $23,197,986 $28,000,332
HEART OF FLORIDA UNITED WAY 2008-09 BOARD OF DIRECTORS Chairman Bill Wilson
Executive Partner Holland & Knight LLP
Treasurer Timothy N. Hyslop Senior Vice President M&I Bank
Mark Censoprano Senior Vice President, Culinary & Beverage Darden Restaurants, Inc.
Debbie Clements
Vice-Chairman J. Christian Fenger President, Central Florida Division Bright House Networks
Secretary Avido Khahaifa
Senior Vice President & General Manager Orlando Sentinel
President/CEO Robert H. (Bob) Brown Heart of Florida United Way
Joel Glass
Ken Potrock
Stephanie Howell
Jeffrey R. Shafer
Vice President of Communications Orlando Magic
Community Relations Manager Progress Energy
Orlando Director, Client Development and Marketing Baker & Hostetler LLP
James B. Cross
Mark A. Jones
Senior Vice President, Sports Enterprises Walt Disney Resorts & Parks
President CNL Securities Corp.
Kevin A. Sheehan
President Dr. P. Phillips Hospital
Vice President, Business Development Fire Control and Strike Weapons Lockheed Martin Missiles and Fire Control
Karen Dee
Dave Krepcho
Jacob Stuart
Chief Val B. Demings
Jean D’Meza Leuner, Ph.D., RN
Managing Partner Cross, Fernandez and Riley, LLP
President & CEO, Central and North Florida Fifth Third Bank
Chief of Police City of Orlando
Stephen Fan
General Manager China Pavilion at EpcotÂŽ
Michael Frumkin, Ph.D.
Dean and Professor, College of Health and Public Affairs UCF
Lillian Garcia
Executive Vice President & Chief Human Resources Officer Tupperware Brands Corporation
Donald W. Gately
District Manager UPS Central Florida District
President & CEO Second Harvest Food Bank of Central Florida
Dean and Professor, College of Health & Public Affairs School of Nursing UCF
Patricia Maddox
President/CEO Winter Park Health Foundation
Chief Michael McCoy Director of Public Safety Orange County Government
John Moskos
President, Bank of America Market Executive, U.S. Trust Bank of America Private Wealth Management
President & CEO Central Florida Partnership
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 Chairman of the Board Heart of Florida United Way
Keith Swider
Director of Business Analysis SeaWorld | Aquatica | Discovery Cove
Donna Templin Community Volunteer
Ed Timberlake
Chairman of the Central Florida Board Seaside National Bank & Trust
Linda Warren
Executive V.P., Products Services Planning & Development Walt Disney Parks & Resorts (Retired)
Carol Wick CEO Harbor House
Sam Pero
Regional Director of Retail Operations Publix Super Markets, Inc.
C. Josef Ghosn, Ed.D. Senior Vice President Chief Strategy Officer Florida Hospital
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OUR
OUR
To improve lives by mobilizing the caring power of communities.
To engage all citizens to work together to build healthy, safe, caring and strong communities.
MISSION
VISION
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 on 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.