UNITED WAY OF CENTRAL OHIO
2015 ANNUAL REPORT
Dear Friend, The important work we accomplish together is about improving lives person by person and family by family. For each of us it is a deeply personal way to care for those in our community who need our help. This annual report brings that message home. We look at how the integrated work that you make possible can change the lives of a family struggling to succeed. Multiply that example by thousands and you begin to see the true impact of your gifts and volunteer service. The report also features some of the most important accomplishments over the past year. None of this is possible without the dedicated service of our volunteers and the generosity of our donors. To all of you who support United Way of Central Ohio, we offer our heartfelt thanks. Sincerely,
Craig Marshall Chair, Board of Trustees United Way of Central Ohio
Janet E. Jackson President and CEO United Way of Central Ohio
MISSION To improve lives by mobilizing the caring power of our community.
VISION To build a community where everyone has the aspirations, resources and opportunities to reach their potential.
KEY PRINCIPLES
We’re committed to: • Accountability and transparency • The importance of agency and system-service coordination • Diversity and inclusion • The importance of capacity building
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Cultural competence • Addressing racial disparities • The importance of systems collaboration •
A NEW UNITED WAY Emerges in 2015
In November, 2013, the United Way of Central Ohio Board of Trustees approved a strategic plan to guide our organization through 2020. The plan focused on ensuring that everything we do reduces poverty. Based on this strategic plan, we are building a road forward that brings diverse people together, leverages United Way’s unparalleled network of relationships and utilizes the latest digital technology to speed innovation. Key elements of our road forward:
Collective Impact – For the last two years United Way has been an integral part of the Thrive group which includes prominent partners in the business, education, government and nonprofit sectors. Thrive is a longterm, community-wide effort that will combine the resources of this diverse group of organizations to develop and implement a road map for reducing poverty.
The Power of the United Way Network – We are working with United Ways across the network on
developing innovative new ways to reach people, engage them, energize them, and show them how they can work through United Way to create the community they want to live in. This includes developing state of the art digital capabilities that make giving, volunteering and inspiring others easy and fun.
My United Way campaign – Our new marketing campaign is a departure from the past few years. It
focuses on individuals celebrating the connection to others that comes from being a member of the United Way family. It invites everyone to share not only the accomplishments we have achieved together but the ones we aspire to achieve.
Integrated investments – In 2015, we took the first important steps in integrating all of our investments with the goal of reducing poverty. Our past investments in the interconnected areas of education, income, health and home have achieved significant results and it is time to take this approach to the next level and create unified pathways that move people from poverty to stability to long-term success.
MY UNITED WAY ______________________________. Nora, University District
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HOW United Way Reduces Poverty When it comes to immediate needs, we stock the food pantries that provide nutritious food for families and help people stretch small budgets.
WE INVESTED $870,000 IN FOOD ACCESS IN 2015.
To help people build a better life, we fund job search and training programs that help them increase their incomes and save for the future.
WE INVESTED $2.1 MILLION IN WORKFORCE PROGRAMS IN 2015.
Parents who are working hard to get ahead often need help ensuring their children are learning after the school day ends.
UNITED WAY INVESTED $4.3 MILLION IN PROGRAMS THAT HELP STUDENTS PREPARE FOR HIGH SCHOOL GRADUATION. 4
At United Way of Central Ohio, we reduce poverty. It’s a simple and powerful goal, but the way we achieve it is not simple because the way people experience poverty is not simple. In most cases, people don’t just need one service to help them get ahead, they need interconnected services that help them move forward in several crucial areas at once. That’s why we carefully select programs that are not just effective on their own but work together to reinforce each other.
When it’s time to file their taxes, families can get free tax preparation help from our Tax Time program, where volunteers will make sure they get every dollar of refund they deserve and help them build their assets.
IN 2015, TAX TIME HELPED 19,000 PEOPLE SAVE $7.6 MILLION IN TAX PREPARATION FEES.
We help people avoid situations that could be truly catastrophic, like becoming homeless. Our Stable Families program provides professional help to families so they can stay in their homes and keep their kids in their schools.
IN 2015, STABLE FAMILIES HELPED 194 FAMILIES AVOID HOMELESSNESS.
Our Columbus Kids program provides assessments for children when they are preschoolers to identify developmental issues and connect them with the help they need. We know that helping children succeed in school is one of the most effective things we can do to help them succeed in life and break the cycle of poverty.
COLUMBUS KIDS HAS HELPED MORE THAN 19,000 CHILDREN SUCCEED IN KINDERGARTEN.
CHAMPION of CHILDREN Champion of Children launched an ambitious multifaceted campaign in 2015 combining major events and research to mobilize our community to address the challenges facing boys of color in central Ohio.
Champion of Children Signature Event – More than 800 local leaders and educators came out to hear noted education scholar Pedro Noguera, PhD.
Champion of Children Report – This report detailed the facts behind the challenges boys of color face and highlighted programs that are addressing their unique needs.
Education and the African American Male Statewide Summit – 300 educators, policy makers, community leaders and parents from across the state of Ohio explored successes and opportunities for African American males. This two-day event featured David Johns, Executive Director of the White House Initiative on Educational Excellence for African Americans.
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David Johns listens to the remarks of a young panelist at the Statewide Summit.
WOSU’s Ann Fisher and Pedro Noguera, PhD
Champion of Children Report launch at the Columbus Metropolitan Club.
2015 Champion of Children Anthony Trotman, Janet E. Jackson, Pedro Noguera and Rebecca Asmo, Executive Director, Boys & Girls Clubs of Columbus, 2015 Champion of Children Nonprofit Organization
A featured panel of local education leaders at the Education and the African American Male Statewide Summit.
CELEBRATION of EXCELLENCE United Way of Central Ohio recognized the outstanding campaigns of partner organizations at its annual Celebration of Excellence. The campaign was co-chaired by Nick Akins, Chairman, President and CEO of American Electric Power and his wife, Donna. Glen Skeen of the Communications Workers of America Local 4320 served as Labor Co-Chair. Nick and Donna Akins
Glen Skeen
CORPORATE AWARD OF EXCELLENCE DSW Designer Shoe Warehouse received the highest honor which recognizes overall achievement in corporate and volunteer philanthropic efforts.
AGENCY AWARD OF EXCELLENCE The highest honor for United Way member agencies went to Alvis. This award recognizes overall campaign excellence among United Way’s member agencies.
COLUMBUS VOLUNTEER CHALLENGE The Columbus Volunteer Challenge mobilized more than 2,000 volunteers to work on more than 200 projects over five days of service. The Challenge united the efforts of more than 60 partner organizations. Micro-grants were awarded to 60 organizations to help fund volunteer projects spanning 21 ZIP codes.
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DEVELOPING and RECOGNIZING LEADERS United Way has been helping community leaders gain knowledge and develop their leadership skills for many years. From Project Diversity to Pride Leadership to the Neighborhood Leadership Academy, a diverse group of local leaders are preparing to improve our community.
THIRD NEIGHBORHOOD LEADERSHIP ACADEMY CLASS This intensive seven-month program is designed to enhance the skills of existing and emerging neighborhood leaders while empowering them to promote sustainable change for their neighborhoods. Participants represent communities across central Ohio.
PROJECT DIVERSITY CYCLE 24 Project Diversity is one of central Ohio’s premier leadership development programs for people of color. In its 24-year history it has prepared more than 500 leaders to serve on nonprofit volunteer boards and committees.
PRIDE LEADERSHIP CYCLE 8 When it launched in 2008, Pride Leadership was the first LGBTQ leadership training program in the United Way network. Since then more than 100 leaders have completed the program and become better prepared for community leadership roles.
KEY CLUB’S COLOR ME EXCELLENT AWARDS United Way of Central Ohio’s Key Club launched the Color Me Excellent awards in 2015 to recognize young African American leaders who are improving and transforming our community. The central message of the awards—before you color me anything, color me excellent—is aimed at replacing negative stereotypes with examples of excellence. The inaugural Color Me Excellent digital publication features profiles of 20 local African American leaders. View and download the publication at liveunitedcentralohio.org. 8
UNITING our COMMUNITY The second Unite to Fight Poverty media event was even bigger than the first. It reached more than 3 million people through television, radio, print and outdoor media and generated nearly 2 million social media impressions.
The top anchors from every television station came together to mobilize our community to fight poverty.
CELEBRATING GENEROSITY PRIDE Council, the first United Way LGBTQ giving group in the country, celebrated five years of giving in 2015. Since its launch, the group has grown rapidly and now includes more than 200 households. The group has made a big impact on United Way’s work to reduce poverty by raising more than $1.7 million.
Janet Jackson presents the PRIDE Impact Award to Columbus Division of Police Chief Kim Jacobs
PRIDE Council founding co-chairs, Michelle Heritage and Tom Grote
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n Healthy Nutrition
and Fitness n Disaster Preparedness n Safe Neighborhoods n Safe, Decent Housing
Health 23 .4%
n Kindergarten Readiness n High School Graduation n Financial Stability n Emergency Assistance n Barriers to Health Care
8.6%
15.2%
7.4% 7.4%
27.2%
on 42.4% cati Edu
2015 INVESTMENT BY COMMUNITY RESULT
3.6% 5.1%
e 8.7% Hom
12.8% 12.4% In c
om e
2 5.2 %
We have comprehensive accountability guidelines that are regularly reviewed by our Board of Trustees, Audit and Finance Committees. As part of our commitment to accountability and transparency, our annual audit and IRS Form 990 are available at our website, liveunitedcentralohio.org. To view a complete list of supported agency programs and United Way of Central Ohio initiatives, visit liveunitedcentralohio.org/agencies-initiatives. Financial Results Summary For fiscal years ended March 31 Source: annual IRS Form 990
2015
2014
Total Revenues (net of uncollectible pledges)
$ 56,235,836
$ 53,930,755
Expenses: Program Expenses Management & General Fundraising Total Expenses
% of total revenue $ 46,715,524 83% $ 3,110,399 5.5% 6% $ 3,356,995 $ 53,182,918
% of total revenue $ 47,409,668 88% $ 2,931,204 5% $ 3,235,827 6% $ 53,576,699
Revenue less expenses (for future investment)
$ 3,052,918
$
Program Expense Breakdown Grants, allocations and designations UWCO Initiative Program Services Expenses UWCO Community Impact / Community Services Total Program Expenses Total Assets Total Liabilities Total Net Assets (Fund Balances)*
354,056
63% 17% 3% 83% $ 46,349,954 $ 15,339,854 $ 31,010,100
70% 14% 3% 88% $ 44,773,295 $ 16,816,113 $ 27,957,182
* Total net assets includes temporarily restricted and unrestricted funds to be used for upcoming program funding, strategic initiatives and operating reserve. Please see audited financial statements on our website liveunitedcentralohio.org for complete details. The provision of high quality, human service programs by member agencies is a key means through which UWCO achieves meaningful and measurable community impact. Member agencies receiving program funding from United Way undergo intensive staff and volunteer pre-screening before being awarded funding. Available funds for member agency and initiative program funding are determined by the amount of undesignated and impact area contributions after allowing for anticipated uncollectible pledges and operating costs. UWCO overhead costs represent 11.5% of net revenues as calculated from our IRS Form 990. United Way of Central Ohio does not assess membership dues or fees to member agencies for participating in the Combined Federal Campaign.
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BOARD of TRUSTEES Craig Marshall, Chair, EY C. David Paragas, Immediate Past Chair, Barnes & Thornburg, LLP Lisa Ingram, Treasurer, White Castle System, Inc. Mike Lex, Secretary, Nationwide Tara Abraham, ACCEL Inc. Ian Ballard, The Ohio State University Judge Laurel Beatty, Franklin County Court of Common Pleas Donald E. Brown, NiSource Ken Cohen, Resource/Ammirati Andraea “AJ” Douglass, The Ohio State University William G. Ebbing, The New Albany Company Paul Feeney, Oracle Corporation Dr. J. Daniel “Dan” Good, Columbus City Schools Lana Hillebrand, AEP Michelle Heritage, Community Shelter Board Tracey D. Johnson, Columbus Education Association Linda Kass, Community Advocate Steve Markovich, MD, OhioHealth Riverside Methodist Hospital Ken Peters, Community Advocate Fred Ransier, Vorys Sater Seymour and Pease Martyn R. Redgrave, L Brands Tom Rieland, WOSU Public Media Elaine Roberts, Columbus Regional Airport Authority Denise Robinson, Alvis Lorraine “Lori” Siegworth, Community Advocate Glen Skeen, Communications Workers of America Local 4320 Steve Steinour, The Huntington National Bank Mark Thompson, The Huntington National Bank Audrey Tuckerman, Merrill Lynch Mataryun “Mo” Wright, MPA, The RAMA Companies Karin Wurapa, MD, MPH, Family Medicine and Public Health
For a full list of all of our volunteer leaders go to liveunitedcentralohio.org/about-us/our-people/advisory-committees 11
MY UNITED WAY:
360 South Third Street. Columbus, OH 43215 United Way of Central Ohio
@UWCO
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614.227.2700 UWCO
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LiveUnitedCentralOhio.org United Way of Central Ohio