2015 United Way Australia Annual Report by UnitedWayAustralia

2015 ANNUAL REPORT STRENGTHENING

COMMUNITIES

TOGETHER

UNITED WAY AUSTRALIA Annual Report 2015

CONTENTS OUR IMPACT Welcome from the Board Chair and Chief Executive Officer

2015: Our impact at a glance

Our strategy and approach

Improving early years’ outcomes

Improving youth employment opportunities

Collaboration for change

ABOUT US

OUR VISION

OUR PURPOSE

Every Australian community thrives.

To unite community, business, philanthropy, government, and social purpose organisations in collaborative action to improve education, employment, health and housing outcomes in communities experiencing disadvantage.

WE BELIEVE We believe that the postcode people are born in should not determine their destiny; that the causes of entrenched community disadvantage in Australia are complex; and that no single organisation can solve these complex issues alone. We need to work together to achieve change.

Business partners in change

Our people – governance and staff

United across the globe – our worldwide network

United across Australia – our affiliates

Our income and financial statements

UNITED WAY AUSTRALIA Annual Report 2015

WELCOME

Wolloomooloo AMP Corporate Connect volunteers celebrate the end of a great year of volunteering in their community Local community members, service partners and government organisations come together for a planning session at The Hive, Mount Druitt Children play at a Mount Druitt community outreach event

2015 was a year of change for United Way Australia. With a new CEO, Board Chair and Head of Community Impact starting, we took this opportunity to assess our work, and began engaging with key stakeholders in the development of our next strategic plan. Kevin Robbie

Chief Executive Officer

WE ARE

Community-led: working in and with communities experiencing disadvantage to understand and tackle complex issues

Focused on children and young people:

evidence shows that this is the time to create maximum impact on future life outcomes

Liz Dibbs

Board Chair

Best pratice in business-community partnerships: collaborations that deliver lasting impact for businesses and communities

It’s also been a year of success at the local level, with our initiatives The Hive (Mt Druitt) and the Macquarie Park Business-Community Partnership being lauded as effective models for collaboration. Our 2015 Ready to Read evaluation also found that we were delivering positive early development outcomes for children and identified opportunities to increase our effectiveness. We were proud to engage with 43 Corporate Partners this year, many of whom joined us in kicking up our heels at the inaugural United Way

Part of a global network: leveraging resources, scaling social innovation and influencing change through United Way’s network in 40 countries

The feedback so far has been both positive and enlightening. It has affirmed United Way Australia’s role as a leader in Collective Impact and collaborative initiatives, uniquely placed to draw different actors together to tackle complex social issues. It has also challenged us to continue to build on our existing work to add the greatest strategic value, as an incubator for new ideas and approaches to overcome entrenched disadvantage.

School Ball, a fantastic evening that raised more than $240,000 in cash (net) plus in-kind donations for our work. Of course, none of this would be possible without our corporate partners’ incredible support, and support from our government and philanthopic funders and local commnunity partners. It is their skills and generosity that is reflected in the very real changes we’re making in the lives children and youth from communities of disadvantage. We cannot thank them enough. We’d also like to take this opportunity to thank Brian Long, who stepped down after 10 years of invaluable service and leadership as both United Way Australia board member and Chair. He leaves big shoes to fill. As does Doug Taylor, who left his role as CEO at the beginning of the year. Both have made an enormous contribution in making United Way Australia the innovative organisation it is today. We are also greatly indebted to board member Anne Myers for stepping in as interim CEO, and ensuring the smooth running of the organisation. We hope you enjoy this overview of our work last year, and look forward to engaging with you in 2016 as we continue working to give all Australian communities the chance to thrive.

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OUR IMPACT AT A GLANCE

UNITED WAY AUSTRALIA Annual Report 2015

2015

OUR IMPACT AT A GLANCE

PHILANTHROPY

GOVT

A SNAPSHOT OF THE LIFE-CHANGING WORK MADE POSSIBLE THANKS TO INCREDIBLE SUPPORTERS LIKE YOU!

1846 STUDENTS

COMMUNITY

The program has inspired me to try for medicine. I don’t think I would have thought of trying it if I hadn’t had that experience. If I don’t get into medicine, I’d still like to do something in the science field - I’ve learned there are so many opportunities out there!”

I’ve never gone for an interview before, so the mock interviews were quite nerve-wracking, but it helped a lot with how to prepare for one and to know what to say.”

COMMUNITIES

BUSINESS

Through United Way Australia’s early childhood initiatives, more than 4000 children and their parents and carers received free books, resources and support, helping ensure more children start school ready to thrive.

-Simon, Student, age 16

- Ivy, Student, age 16

INVESTED IN

We developed 27 new corporate partnerships, in addition to engaging with new philanthropic and community groups. Together, we are a network contributing unique skills, experience and financial resources to overcome disadvantage.

4081 CHILDREN SUPPORTED

Received the mentoring and support needed to successfully transition from school to work or further study.

$2.74M

BUILDING A NETWORK FOR CHANGE

FOR PURPOSE ORGS

DRIVING EVERY

DOLLAR FURTHER In 2015 United Way Australia invested more than $2.74M in programs combating chronic social disadvantage. That represents an increase of 31% from last year, helping to change thousands of lives.

5470 HOURS Donated by amazing volunteers in support of their local community.

You hope that by reading books to them that they will be able to have a good education. I never read books when I was little, and my girls never read either. But I’m sure Luke’s going to be ready for school because of all the reading – he loves books now!” - Vera & her grandson Luke, age 3

36,770

BOOKS DELIVERED

In 2015, Dolly Parton’s Imagination Library delivered 36,770 books across 32 communities, helping create well-loved home libraries and build early literacy and language skills.

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OUR STRATEGY AND APPROACH

UNITED WAY AUSTRALIA Annual Report 2015

STRONGER, TOGETHER

OUR THEORY OF CHANGE THE ISSUE

Our community consultations have revealed housing stability and physical and mental health are key issues in communities of disadvantage. Over the next five years we will respond to this through building on our work to:

• improve the physical and mental health of people in communities of disadvantage

3465

4830

2670

2770

3465

3177

PLACE-BASED COMMUNITY COLLABORATIONS

2839 3465

2559

2834 2559

2760 3047 2306 2760 3214

4300

2114

2306

4825 2832

2770

Unemployment for 15-24 year olds is double the national average. We believe that working with schools as community anchor organisations and supporting them to build effective businesscommunity partnerships is key to improving school to work transitions and youth employment for young people in communities experiencing disadvantage.

COLLECTIVE IMPACT

WORK TOGETHER TO: • UNDERSTAND LOCAL ISSUES • MOBILISE RESOURCES • ACT COLLABORATIVELY • INFLUENCE SYSTEMS CHANGE

4110

One in five children start school developmentally vulnerable. Building on our success over the past five years we will continue to focus our community impact activity on improving early childhood outcomes for children 0-8 in communities experiencing disadvantage.

WHAT WE DO

POSTCODES OF ENTRENCHED DISADVANTAGE

We began development of our next Strategic Plan to guide our work to strengthen communities through to 2021.

• improve access to affordable, stable housing for people experiencing homelessness and housing insecurity

The social issues we seek to overcome, and our role in working with others:

3465

SERVICES

SUPPORTING COMMUNITIES TO THRIVE

OUR IMPACT

BUILDING BLOCKS FOR A THRIVING COMMUNITY

IMPROVED: • EDUCATION • EMPLOYMENT • HEALTH • HOUSING

EDUCATION

COMMUNITY

EMPLOYMENT

HEALTH

UNITED WAY AUSTRALIA

GOVERNMENT PHILANTHROPY

HOUSING

OUR FOUNDATION COMMUNITY CONVERSATION TO STRENGTHEN UNDERSTANDING AND CREATE CHANGE, TOGETHER.

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BUSINESS

EARLY YEARS

UNITED WAY AUSTRALIA Annual Report 2015

IMPROVING EARLY YEARS’ OUTCOMES

UNITED WAY AUSTRALIA Annual Report 2015

OUR WORK IN 2015

LOOKING AHEAD

United Way Australia’s early childhood intiatives are helping children at risk of starting school developmentally vulnerable and not catching up, building the critical skills they need through:

Our 2015 evaluation also identified opportunities to increase the impact of our activities, with key learnings now being integrated into our work.

1. Book distribution – providing 0-5-year-olds with free monthly home-delivered books as part of Dolly Parton’s Imagination Library.

2. Supporting parent behaviour change – providing parents and carers with tips, resources and opportunities to increase shared reading skills. 3. Community mobilisation – raising awareness of the importance of shared reading for children’s resilience, brain development and school readiness.

Children from socio-economically disadvantaged communities are especially at risk, with as many as two in three lacking the critical skills needed to start school prepared. Evidence shows these children are much more likely to struggle to learn and keep up with their peers, and often slip into long-term disadvantage. With these early developmental domains being predictors of good adult health, education and social outcomes, supporting children to start school prepared is critical to helping them achieve their full potential in life.

Broaden our focus in line with all five developmental indicators, working with children up to eight.

Provide parents with support across a range of areas in addition to books and literacy resources.

Clarify the change we seek to make, and continue to evolve and measure our impact.

DOLLY PARTON’S IMAGINATION LIBRARY

GOODNA: 115 children ACACIA RIDGE: 357 children

With research showing the correlation between more books in the home and better educational outcomes for children, we continued our focus on increasing the number of quality, age-appropriate books and literacy resources sent to families that might not otherwise be able to afford them.

NORTH ST MARYS : 296 children

In Australia today, 22% of children start school ‘developmentally vulnerable’ in one or more vital areas of early childhood development: physical health and wellbeing social competence emotional maturity language and cognitive skills communication skills and general knowledge

Review how we engage families to prioritise those facing the highest levels of disadvantage.

By the end of 2015, these intensive place-based early childhood initiatives were engaging 1504 children in six communities identified as having high rates of developmental vulnerability:

HELPING CHILDREN START SCHOOL READY TO THRIVE

• • • • •

WEST RYDE : 207 children

In addition to providing free monthly books, these deliveries facilitate shared reading, build vital early literacy skills as well as self-esteem, a love of books, and life and language skills – all critical for starting school ready to thrive.

DOVETON: 459 children EUMEMERRING: 71 children

Since licensing Dolly Parton’s Imagination Library in Australia in 2014, we have supported community organisations, businesses and parent groups from more than 30 communities to start their own Imagination Libraries to improve early childhood outcomes in their local community, including children living in Out of Home Care in Victoria.

MAPPING CHANGE Our 2015 evaluation found that through shared reading, the program was achieving positive change for children across a range of developmental areas:

IMAGINATION LIBRARY IMPACT OUR IMPACT – LAUNCH TO END 2015

Book content SHARED READING OCCURS

Identity (owning the book) Shared reading experiences

Increased literacy, life & language skills

Increased confidence & identity

Positive association with reading

Increased affinity for reading

Shared learning & language skills

Improved language

Conversation, family bonding, reading with others

Improved relationships

3-year-old Catherine receives monthly books and early learning support thanks to United Way’s early years initiatives.

5350 CHILDREN received free monthly books

32 COMMUNITIES started their own Imagination Libraries

Increased vocabulary & brain development

62,038 BOOKS

were delivered

Increased connectedness bonding & inclusion

We are happy, my children are ready (for school) and we have a collection of books on my bookshelf. It’s a really wonderful idea.” — Vishaka, VIC

Dolly Parton’s Imagination Library would not be possible without the incredible support of our partners Penguin Random House. THANK YOU PENGUIN!

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CREATING YOUTH EMPLOYMENT OPPORTUNITIES

UNITED WAY AUSTRALIA Annual Report 2015

Students at Marsden High School participating in the Dream Big careers workshop 2-4 Rolling out our Financial Literacy Module at Frankston High School 5 Mentors and students engaging in mock interviews to improve employment opportunities

CREATING YOUTH EMPLOYMENT OPPORTUNITIES

CHANGE IN NUMBERS 5 SCHOOLS

TRANSITIONING TO WORK AND FURTHER STUDY

reaching 1846 students across NSW and VIC

Youth unemployment in Australia is at its highest in a decade, with almost one in four young people in disadvantaged communities not fully engaged in work or study.

193 MENTORS

United Way Australia believes that collaboration is key to tackling the issue of youth unemployment. We’re responding by building a community of practice to support schools’ development and implementation of transition to work programs. In 2015 we supported a range of activities bringing students, schools and the business community together to create greater opportunities for youth.

26 EVENTS

2 1

Before this, I had no idea what I wanted to do. Now I’m actively looking for university courses and trying to picture my ideal career path.”

HANDS-ON EXPERIENCE

EMPOWERING YOUNG WOMEN

BUILDING FINANCIAL LITERACY

INCREASING EMPLOYMENT OPPORTUNITIES

A partnership with ING DIRECT and James Meehan High School gave students a hands-on introduction to the world of IT and banking.

Genworth inspired a class of female students at South Sydney High School through their Empowering Young Women workshop.

Recognising the significant financial challenges facing youth in communities of disadvantage, United Way Australia partnered with ING DIRECT to launch a Financial Literacy Program.

Students at Narre Warren South and Eagle Vale High reported a boost in their career confidence after engaging in Resume Writing workshops and mock interviews with local business leaders.

Including an on-site visit to ING DIRECT, students learnt more about different areas of the business, and engaged in real-life project delivery.

— Jordan, Student, NSW

providing support and leadership to students in disadvantaged communities

The forum covered topics such as women’s leadership, resilience and equal opportunity, and provided a unique opportunity to engage with women business leaders and mentors.

The online toolkit enables teachers to engage students with real-life, practical examples to build their financial literacy.

These highly practical sessions have already inspired many students to re-think their career options.

giving students the opportunity and skills to successfully transition to work or further study

LOOKING AHEAD Building on our experience, we will scale up our work over the coming year, including: • designing a best-practice

toolkit based our work thus far for partner schools • providing further

opportunities for students to identify and work towards their own career aspirations

• building wider

collaboration between schools, local businesses, TAFE and foundations

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COLLABORATION FOR CHANGE

UNITED WAY AUSTRALIA Annual Report 2015

MACQUARIE PARK BUSINESS COMMUNITY PARTNERSHIP

COLLABORATION FOR CHANGE

The first of its kind in Australia, the Macquarie Park Business-Community Partnership takes an innovative approach to overcoming local community disadvantage. While representing NSW’s second largest business district, Macquarie Park also experiences high youth unemployment, and areas of socio-economic disadvantage and developmental vulnerability among children starting school.

When it comes to deeply entrenched and complex social issues, it’s clear that no one organisation has all the answers. United Way Australia is increasingly being recognised for our work as a ‘backbone’ organisation in Collective Impact and collaborative initiatives, playing a neutral coordinating role to mobilise and align stakeholders from community, business, government, philanthropy and social service providers. Our ground-breaking partnerships in Mount Druitt and Macquarie Business Park illustrate how such approaches are galvanising communities to work together to overcome disadvantage.

THE HIVE: MOUNT DRUITT Founded in 2014 by United Way Australia, the ten20 Foundation and NSW Family and Community Services, The Hive is a group of passionate local individuals, service providers, government agencies and businesses working together to improve the life outcomes for children in Mount Druitt.

Families and community members coming together in support of The Hive’s work

In response, in 2014 seven high profile business leaders came together to form a business-community partnership to take a different approach in tackling the underlying causes of disadvantage. The businesses involved all have extensive corporate social

• establish and support genuine

coordinate our work, a place and a process for working collaboratively • we began working on a Transition to

School initiative, engaging with local families, schools, organisations and other key stakeholders • our work was recognised by

the NSW Government Standing Committee on Social Issues, which recommended further funding and replication of The Hive’s model

collective leadership of The Hive • continue advancing our Transition

to School initiative, working with local service providers and parents to ensure children receive a quality pre-school education • work with schools to better support

children to start school well, regardless of their prior education and life experiences

Macquarie Park mentors helping inspire Marsden High School students about their future career paths

joined forces to create lasting change in their community

Our approach We put the community at the centre and build alignment between stakeholders across sectors to achieve long-term change.

• we established The Hive – a team to

Macquarie Park children at United Way Australia early childhood events.

7 BUSINESSES

Our vision A thriving generation of children with diverse life opportunities.

LOOKING AHEAD

To date, 207 local pre-school aged children have received free monthly books and resources thanks to the generosity of local employee giving programs, and 230 high school students have engaged in mentoring and open-door industry visits, after teachers reported wanting to help students to ‘dream big’.

CHANGE IN NUMBERS

Our challenge Children in Mount Druitt are three times more likely to start school developmentally vulnerable than other NSW children.

2015 PROGRESS

responsibility programs, but none had a deep connection to the local community in which they worked. In addition to seed funding from the businesses, critical to the initiative’s success has been the involvement of executives and employees. United Way drives the partnership by working closely with the community to understand need, then mobilises business partners by identifying their skills, resources and capacity they possess to respond.

The Hive Mount Druitt brings renewed hope and a belief that, with a commitment to a clearly defined target group together with an explicit and focussed strategy based on real data, long term change will be achieved for our most vulnerable children.”

177 EMPLOYEES

207 CHILDREN

donated their time & skills to support local children and young people

now receive free books and literacy resources

—

Robyn, Resident, Mount Druitt

Business has a huge responsibility in nurturing the next generation, and as a coalition, we have a shared responsibility to guarantee that the children of Macquarie Park have the best possible start to life.” — Gavin Fox Smith, CEO, Johnson & Johnson Medical

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BUSINESS PARTNERS IN CHANGE

UNITED WAY AUSTRALIA Annual Report 2015

BUSINESS PARTNERS IN CHANGE

VOLUNTEERS

Our strategic partnerships contribute far more than funding to United Way Australia’s work, with more more than 1000 employees lending a hand in 2015:

United Way Australia believes that lasting social change cannot be achieved without meaningful engagement and support from the business sector. In developing our corporate partnerships, our focus is on incubating better ways to leverage each businesses’ unique expertise, networks and resources, while delivering best-practice employee engagement activities.

OUR COMMUNITY IMPACT LEADERS United Way Australia would like to especially thank the following partners for making a significant contribution to social change:

1099 EMPLOYEES

volunteered their time & skills helping:

9045 PEOPLE

100% 96% BEST IN CLASS

GIVING @ WORK

Long-term partners Fuji Xerox Australia and Macquarie Telecom continued to show their support across the spectrum of our work. Not only do they support United Way through workplace giving, sponsorship, fundraising and volunteering, they also support us by providing much-needed pro-bono services.

Vanguard employees demonstrated their commitment to United Way’s work helping children and young people to reach their full potential, with 45% of staff – almost half the workforce – signing up for Workplace Giving.

“Staff are thrilled to know they’re improving the literacy of thousands of Australian children. The company executive are so engaged, they match staff fundraising, dollar for dollar!” – Craig Lowe, General Manager Customer Service, Macquarie Telecom

“Workplace giving is an easy way for staff to get involved, and they know it’s for a fantastic cause. It’s great to know that by each making a small gift regularly, together we can make an enormous contribution to the community, and to families in need.” – Lindsay Mackay, Vanguard Community Committee member

The inaugural School Ball was a fantastic success, in no small part thanks to the range of amazing corporate partners who lent their time, talent and financial support to help get this incredible event off the ground. With more than 500 professionals in attendance, the School Ball proved not only a unique opportunity for like-minded business leaders to meet and kick up their heels, it also raised more than $240,000 in cash (net) plus in-kind support for United Way Australia’s work.

In 2015 we partnered with more than 40 businesses to deliver real community impact at a local and national scale. Here are just a few examples of the incredible support we received:

PARTNERSHIP HIGHLIGHTS

A NIGHT TO REMEMBER: THE 2015 UNITED WAY SCHOOL BALL

SCHOOL BALL SPONSORS

of volunteers would recommend it to others, and think higher of their companies

For their role in making the 2015 School Ball truly a night to remember, we thank: • City of Sydney • Meriton • Fuji Xerox • Network TEN • Gadens • Polzynski Lawyers • ING DIRECT • Rodgers Reidy

felt like they’d made a real difference to their community

WE ALSO ARE PROUD TO PARTNER WITH:

Volunteering makes you feel warm and fuzzy inside while helping the community. I highly recommend it!” — Volunteer

• • • • • • • • • •

AIA AUSTRALIA AMGEN AMP BOEING COLLIERS INTERNATIONAL COMMONWEALTH BANK AUSTRALIA DELOITTE EMC ERNST & YOUNG EXXON MOBIL

• FUTURE GENERATION INVESTMENT COMPANY • GADENS • GENERAL MILLS • HERBERT SMITH FREEHILLS • IT NEXT GENERATION • JONES DAY • KEY PHARMACEUTICALS • KPMG • MACQUARIE BANK

• MACQUARIE UNIVERSITY HOSPITAL • McCANN • McCORMICKS • MICROSOFT • NETWORK TEN • NIKKO AM • NORTON ROSE FULLBRIGHT • WEBER SHANDWICK

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OUR PEOPLE

UNITED WAY AUSTRALIA Annual Report 2015

OUR PEOPLE

OUR STAFF 21 EMPLOYEES

BOARD

EXECUTIVE TEAM

Providing organisational governance and leadership, United Way Australia’s Board is the custodian of United Way’s brand in Australia. Board members play an active role in ensuring the effectiveness of our operations, with sub-committees in the areas of finance, risk, performance, and remuneration. We are further supported by Regional Advisory Councils in Sydney (Chair: Andy Berry), Melbourne (Chair: Denise Brotherton) and Brisbane (Chair: Murray Graham), that play a critical role in guiding our work and engaging with key stakeholders within the local community.

United Way Australia’s executive team is committed to fostering a workplace environment that reflects the organisation’s values and culture:

CHAIRS

LLB, BA, M (LAWS), MAICD APPOINTED/ELECTED: MAY 2012 MEETING AT TENDANCE: 5/6 Board Chair (Appointed 3/12/2015)

solution focused, resourceful and creative.

BEc, CPA, MTax APPOINTED/ELECTED: JUL 2010 MEETING AT TENDANCE: 5/6 Audit and Finance Committee Partner at Ernst and Young; Chair of the United Way Melbourne Council

Deputy Chancellor of Western Sydney University; Governor of the Centenary Institute of Cancer Medicine and Cell Biology; Trustee of the Centenary‘s Foundation; Member of Chief Executive Women

PHILIP HOSER

BRIAN LONG

FCA APPOINTED/ELECTED: SEP 2010 MEETING AT TENDANCE: 6/6 Board Chair (Resigned 3/12/2015) Performance and Nominations Committee (Resigned 3/12/2015) Board of Directors of Commonwealth Bank of Australia; Director of Network Ten Holdings Limited and Brambles Limited; Chairman of the Audit Committee and a Member of the Council of the University of NSW

MA (Cantab), Barrister (England) APPOINTED/ELECTED: JUL 2008 MEETING AT TENDANCE: 6/6 Performance and Nominations Committee Audit and Finance Committee Partner at Jones Day; Former Chair of the United Way Sydney Council

RICHARD SHARPE

JP, CPA, FAICD APPOINTED/ELECTED: MAY 2011 MEETING AT TENDANCE: 4/6

Director Sharpe Bros; Director United Way Central Coast Community Chest; Councillor CPA Australia; Assistant Governor Rotary International 18

based approaches to create positive social change. • Entrepreneurial – we are dynamic,

DENISE BROTHERTON LIZ DIBBS

• Impact-led – we seek evidence-

LIZ GILLIES

BCom, GradDip (Bus), MPP APPOINTED/ELECTED: SEP 2015 MEETING AT TENDANCE: 2/2

JULIE KEENE

ANNE MYERS

Limited; Chair of United Way WA

within teams’ approach that draws on the strengths of each individual to achieve our aims. • Integrity – we are accountable and

transparent with others.

91%

100%

job satisfaction rate (against an industry average of 67%)

say their co-workers are committed to doing their best every day

LLB, BA APPOINTED/ELECTED: MAY 2011 MEETING AT TENDANCE: 6/6

Director and Commercial Lawyer, BJT Legal; Board Member of the Art Gallery of Ballarat; Former Chair of United Way Ballarat and the Ballarat Foundation

Group Chief Financial Officer and Company Secretary for HBF Health

• Collaborative – we have a ‘teams

STACEY GROSE

Trust Company Fellow, Melbourne Business School; Development Commitee Member Towards a Just Society Foundation; Co-founder of the Asia Pacific Social Impact Centre (APSIC) and the Centre for Ethical Leadership

FCA, GAICD APPOINTED/ELECTED: APR 2015 MEETING AT TENDANCE: 4/4

30% MALE

70% FEMALE

MBA, FAICD APPOINTED/ELECTED: APR 2015 MEETING AT TENDANCE: 2/2

Non-executive director of Defence Bank; Member of the Council of the University of New England; Advisor to TokenOne and Paydock

GEOFFREY VOGT

BEc, FCPA, ANZIIF (Assoc, Life), FGIA, FICS, CFTP (Snr), SF FIN, FAICD RFD APPOINTED/ELECTED: JUL 2010 MEETING AT TENDANCE: 6/6 Audit and Finance Committee Performance and Nominations Committee CEO, Industry Leaders Fund Inc; Director KeyInvest; Director Centennial Park Cemetery Authority; Lieutenant Colonel, Australian Army Reserve

KEVIN ROBBIE

CEO Kevin is one of Australia’s leading social entrepreneurs, having spent the past 20 years in the non-profit sector developing innovative social change programs. He is a passionate advocate for greater youth employment opportunities and targeted early interventions. Kevin’s expertise spans social enterprise development, social entrepreneurship, and social impact measurement and investment. Prior to joining United Way Australia in July 2015, Kevin served as Executive Director of Employment Social Ventures Australia. Born in Scotland, Kevin spent seven years as Chief Executive of Forth Sector in the UK, and as a special adviser to the UK Government Cabinet Office.

ELEANOR LOUDON

LYNDSEY MCKEE

Head of Community Impact

Head of Partnerships

BA, MMgt

Bringing more than 15 years’ experience in community development in Australia and overseas, Eleanor now leads United Way Australia’s initiatives to overcome social disadvantage, with a focus on early childhood development and youth unemployment.

JAMES BRIERLEY BA, MIPA

Finance Manager

With more than 20 years’ accounting experience in non-profit organisations, James has been responsible for United Way Australia’s financial management for more than six years.

BS, PhD CSR

With a strong industry reputation as a corporate social responsibilty (CSR) thought leader, Lyndsey is an expert in driving Australian companies to lift their CSR performance, having developed partnerships across the corporate, philanthropic and government sectors.

“I love working for an organisation that puts the local community first and takes such an innovative and diverse approach to improving lives. We’re all working on such different areas, but there’s a real sense of unity.” —

Kathryn Richards, Fundraising Officer, United Way Australia

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UNITED ACROSS THE GLOBE

UNITED WAY AUSTRALIA Annual Report 2015

UNITED ACROSS THE GLOBE

FOR MORE THAN 125 YEARS, UNITED WAY HAS IMPROVED LIVES AND STRENGTHENED COMMUNITIES AROUND THE WORLD. As the largest privately-funded nonprofit in the world, we partner with more than 280 Fortune 500 companies, and are supported by more than 10.3 million donors globally.

D B

Thanks to this support, today we are engaged in nearly 1,800 communities across more than 40 countries, improving the lives of millions of people and going beyond temporary fixes to create lasting change.

Here’s a snapshot of how together we’re supporting more people and communities reach their full human potential. A

UNITED STATES

BRAZIL

FRANCE

Supporting permanent housing initiatives to reduce chronic homelessness for veterans

Launching a campaign to encourage investment in early childhood health and development in the country’s north

Mentoring at-risk middle and high school students to stay in school, improve their grades and explore their career ambitions

INDONESIA

CHINA

NEW ZEALAND

Promoting financial literacy to students to help them avoid debt traps and promote a culture of savings

Improving learning conditions and future life chances for more than 10,000 children of migrant workers

Helping families to live free from domestic violence, providing funding for refuges and support services

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UNITED ACROSS AUSTRALIA

UNITED WAY AUSTRALIA Annual Report 2015

1 2

3 4

UNITED ACROSS AUSTRALIA Across the country, United Way Affiliates are continuing to create real impact at the local level. Here are just a few examples of their incredible work from 2015.

UNITED WAY BALLARAT From delivering books to children to providing support for families in crisis, United Way Ballarat continued to mobilise the caring power of community in 2015. Together with the Ballarat Community Fund, it supported more than 20 community organisations working to strengthen the local community, including: • providing more than 23,000 meals to locals experiencing homelessness or financial disadvantage • connecting young people facing severe social issues

with access to mentoring and support

• supporting artists with disabilities to produce and sell

their artworks

United Way Ballarat continued to provide free monthly books to 410 children through the Ballarat Imagination Library, in addition to expanding work administering VicRoad’s Learner Driver Mentor program. For youth without access to a supervising driver or vehicle, the program provides the driving experience needed to obtain a licence – which can vastly improve life opportunities. In 2015 the program trained 16 new mentors, with 65 mentees completing 2198 hours of driving and 20 young people graduating the program and going on to secure their probationary licences.

Glenelg’s Imagination Library Ambassador Johhny Bell reading with his children Amber, the first child to register with United We Read, reads with her younger sister at a United Way South Australia literacy event Successful Learner Driver program mentee Charizma with proud mentor Jason Corporate Connect volunteers cook up a storm for some of Perth’s elderly and isolated community members

“Now I am able to get myself to work, to buy groceries and visit my parents. I am incredibly grateful to the fantastic people involved, I will be recommending the program to others.”

— Steph, Mentee, United Way Ballarat Learner Driver Mentor Program

UNITED WAY SOUTH AUSTRALIA

UNITED WAY GLENELG Working in one the state’s most disadvantaged municipalities – the Shire of Glenelg in southwestern Victoria – United Way Glenelg supports local organisations and businesses to strengthen their communities through a range of programs and grants addressing health, youth unemployment, literacy and community engagement. In 2015, it awarded nearly $40,000 to 11 local organisations in the Glenelg Shire, supporting health, education and income initiatives. These included nutrition and breast-feeding programs, funding for emergency relief and rehabilitation equipment, as well as initiatives to improve the skills and well-being of socially and economically marginalised community members. Building early literacy skills remained a key goal, with Glenelg’s Imagination Library delivering its milestone 10,000th book in September and the program reaching more than 500 local children. The love of reading was spread to even more families thanks to a range of fun and engaging literacy events across the shire, supported by United Way Glenelg, corporate volunteers and local partner organisations.

United Way South Australia’s early childhood literacy pilot – United We Read – proved a major success in 2015, with more than 383 children registering, 52 events held and 60 volunteers showing their support. Focusing on the City of Playford local government area – which has some of Adelaide’s highest rates of developmental vulnerability – the initiative mobilises local community groups, schools, government and families to engage in shared reading to help children start school ready to thrive. So far, United We Read has achieved a six-fold increase in the proportion of children reading daily, with the amount of time spent reading more than doubling. In recognition of its impact, United We Read won the 2015 Northern Messenger Resilient Community Partnership Award, and was also a semi finalist in the South Australian 2015 Connecting Community Award. The program has also sparked two further pilots: Read Aloud Trees, creating child-friendly public reading spaces, and the United We Read Radio program, supporting parents who may struggle with reading.

UNITED WAY WEST AUSTRALIA 2015 saw United Way West Australia (WA) bring businesses and the community together in support of young and old. Ensuring children start school with the skills needed to thrive remained a priority, with the organisation supporting successful ‘Paint the Swan REaD’ literacy events and activities, as well as beginning an early learning partnership with Alcoa Kwinana Early Years Services. Meanwhile, Corporate Connect volunteers engaged with many of Perth’s elderly community members, preparing healthy and delicious meals, getting overgrown gardens into shape and, most importantly, providing many isolated and vulnerable individuals with the chance to connect in a supportive, positive environment. United Way WA was also proud to partner with Bankwest on the Right to Work initiative, supporting people who have recently experienced homelessness or are at risk of homelessness to find jobs by addressing common barriers to employment.

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OUR INCOME & FINANCIAL STATEMENTS

UNITED WAY AUSTRALIA Annual Report 2015

OUR INCOME & FINANCIAL STATEMENTS

FINANCIAL POSITION Statement of Financial Position as at 31st December 2015.

2015 PERFORMANCE

HIGHLIGHTS

2015 saw our income diversification strategy begin to bear fruit, achieving more than 9% growth in organisational revenue. We were also able to invest an additional $880,000 in our Partnerships and Impact work.

In 2015 we were pleased to develop some new relationships, as well as deepen our existing partnerships, allowing us to achieve greater impact:

In line with our overall income strategy, we continued to diversify our incomes streams, ensuring a more stable platform for growth, while still supporting innovation and enabling us to respond to new opportunities and partnerships as they arose. In addition to contributions from our corporate partners and the employees within those businesses who generously give, we worked with major donors and trusts and foundations to incubate new initiatives and scale our work. We were also delighted to receive support from State Government – a first for United Way Australia.

• the inagural United Way School Ball

• new funding grants from Perpetual,

the Ian Potter Foundation and the Victoria Government, allowing us to bring our early years initiatives to some of the state’s most vulnerable children • a new funding agreement with the

Queensland Government supported early literacy initiatives in Goodna and provided seed funding to enable ten communities to start their own Imagination Libraries, bringing books and literacy resources to remote communities • development of 27 new Partners

and Sponsors, including the Meriton Group and Network Ten

2015-2014 INCOME DIVERSIFICATION TOTAL ORGANISATIONAL INCOME $3,385,708 0.2%

TOTAL ORGANISATIONAL INCOME $3,101,025

14.1%

8.4%

18.6%

34.6%

2015 $

raised more than $240,000 cash (net) plus in-kind support from Network Ten

ASSETS

• selected as one of 14 beneficiaries

CURRENT ASSETS

of the Future Generation Investment Company, Australia’s first listed investment company aimed at investing in non-profits working to improve the lives of Australian youth

Cash and cash equivalents Other financial assets Receivables TOTAL CURRENT ASSETS

33.4%

24.9%

32.2%

32.3%

1,304,092

–

119,444

221,434

1,593,176

1,525,526

NON-CURRENT ASSETS

In 2016 we will refresh our Fundraising Strategy to align with our 2016-2021 Strategic Plan. Our focus will remain on engaging business in the community, deepening our existing corporate partnerships as well as developing new strategic partnerships. We will also look to grow investment from philanthropic supporters with an openess to testing new models of investment.

Property, Plant and equipment

45,597

48,897

TOTAL NON-CURRENT ASSETS

45,597

48,897

1,638,773

1,574,423

236,669

103,891

3656

43,921

Deferred revenue

388,394

225,967

In addition to monetary donations, we will continue to value and encourage the development of long-term partnerships which leverage the expertise and networks of our supporters to benefit the communities and young people with whom we work.

TOTAL CURRENT LIABILITIES

628,719

373,779

LONG-TERM LIABILITIES Provision for Long Service Leave

6178

5827

TOTAL LONG-TERM LIABILITIES

6178

5827

TOTAL ASSETS

LIABILITIES CURRENT LIABILITIES Payables and accrued expenses Related parties

TOTAL LIABILITIES NET ASSETS

634,897

379,606

1,003,876

1,194,817

10,925

205,280

168,119

824,832

821,418

1,003,876

1,194,817

EQUITY Donations Fund

CHART KEY

2014

1,473,732

LOOKING AHEAD

0.9%

2015

2014 $

Individual donations Goverment income Trusts and foundations

- for designated purposes

Fundraising events Designated workplace giving donations Corporate contributions, plus fees and interest

Operations Fund (Previously Administration Fund) - for United Way Australia network purposes - for general purposes TOTAL EQUITY

UNITED WAY AUSTRALIA Annual Report 2015

STATEMENT OF PROFIT OR LOSS We were pleased to see total revenue from operations in 2015* increase to $3,385,708 (2014 gross revenue: $3,101,025), representing a growth of 9%. At year end, the company held $1,003,876 by way of equity (2014 $1,194,817) with $10,925 being held to fund legacy project commitments and $168,199 being held to fund future projects to benefit all United Way entities operating in Australia. Equity held in support of its general Community Impact endeavours totalled $824,832 (2014 $821,418).

Statement of Profit or Loss and other Comprehensive Income

While we achieved an operating surplus of $3,414 we have posted an overall deficit of $190,941. The deficit is an expected consequence of our deliberate decision to move away from the historical workplace giving system, under which some designated giving program donations were received and booked as revenue in 2014 but distributed in 2015. This workplace giving system has been replaced by our current community impact model, which matches income and related expenses within the same financial year. *Excluding non-monetary donations 2015 $

2014 $

DONATIONS FUND REVENUE Donations revenue

628,708

1,072,660

(95,803)

(178,411)

532,905

894,249

Donations distributed to beneficiaries

(727,260)

(898,735)

(Shortfall) of revenue over expended from Donations Fund

(194,355)

(4486)

2,728,183

1,996,040

(20,000)

(25,500)

2,708,183

1,970,540

Interest income

28,817

32,325

Non-monetary donations

265,657

262,303

TOTAL REVENUE

3,002,657

2,265,168

Less: Revenue received on behalf of other United Way entities in Australia EXPENSES

OPERATIONS FUND REVENUE Program revenue and project income Less: Program revenue and project income allocated to other United Way entities in Australia

EXPENSES Partnerships and Impact

2,037,677

Volunteering projects to Sydney, Melbourne and Brisbane communities

232,858

281,719

Administration expenses

463,051

489,091

Non monetary donations expensed

265,657

262,303

Total Expenses

2,999,243

2,242,995

3,413

22,173

(190,941)

17,687

Excess of operations revenue over operations expenses Total Excess of revenue over expenses from continuing operations before income tax expense Income tax Total comprehensive (loss)/income for the year 26

1,209,882

â&#x20AC;&#x201C; (190,941)

â&#x20AC;&#x201C; 17,687

UNITED WAY AUSTRALIA Annual Report 2015

STRENGTHENING

COMMUNITIES

TOGETHER

FIND OUT MORE: unitedway.com.au

UNITED WAY AUSTRALIA ABN: 60 002 806 21 Email: info@unitedway.com.au | Phone: 1300 780 345 Mail: PO Box Q759, Queen Victoria Building, NSW 1230