2018 United Way of Erie County Annual Report

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MISSION: CRUSH POVERTY

2018 Annual Report

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MISSION: CRUSH POVERTY At United Way of Erie County, we know that education is the key to ending poverty.

2018 Tocqueville Award Recipient JAMES E. MARTIN

And when kids are well-fed, well-rested, and getting the support they need, they are far more likely to succeed in school. And therefore in life. That’s why we’re on a mission to remove barriers to learning, and to ensure families have the stability to achieve financial growth.

We’re on a mission to crush poverty. OUR VISION The Erie region is a collaborative community of opportunity where students are successful and families thrive.

TABLE OF CONTENTS

2 2018 Tocqueville Award Recipient

13 Leadership Giving

3 Facing Poverty

16 Young Leaders Society

4 Community Schools

18 Corporate Leaders

4 Collective Impact

18 Corporate Donors

6 Grade-Level Reading

19 Gifts-In-Kind

7 Early Education

19 Loyal Contributors

8 Imagination Library

20 Honor Roll Awards

9 Summer Slide Book Drive

21 Honorary and Memorial Gifts

9 211

21 Legacy Society

10 School Supply Drive

22 Statement of Activities

11 Get Connected

23 Staff

11 Erie FREE Taxes

23 Board of Directors

12 Tocqueville Society

BC Where the Money Goes

13 Resource Development Committee

2018 Annual Report

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PAST AWARD RECIPIENTS

James Ohrn Robert G. Dwyer Al and Peggy Richardson F. Brady Louis Jim Dible John E. Horan Rev. Steven Pimen Simon Walter and Joan Harf Thomas B. Hagen Marlene Mosco Margaret Ann Hardner, SSJ Samuel P. “Pat” Black III Dr. Richard and Willie Rahner Mary Lou Kownacki, OSB Judge George Levin Vincent L. Jenco, D.O. Samuel P. Black Jr. R. Benjamin Wiley Ralph T. Wright Laura W. Wallerstein Dr. Gertrude A. Barber F. William Hirt Edward P. Junker III A. James Freeman Mary Beth Kennedy Robert F. and Betty M. Merwin Susan Hirt Hagen Carl J. Schlemmer Ray L. McGarvey M. Lawreace Antoun, SSJ William J. Hill Jr. Albert F. Duval Charles H. Bracken Edward C. Doll

2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983


POVERTY RATES *Source: 2016 American Community Survey

27.3% 15.9% *

*

City of Erie

Erie County

FACING POVERTY United Way’s purpose is to improve our community; not to support individual agencies working in isolation from one another. While we applaud the work of all local nonprofits, the challenges we face require a level of cooperation and collaboration beyond what any single organization can accomplish.

For far too long, the barriers to learning for Erie County children living in poverty have been ignored or addressed through a “band-aid” approach. This is unacceptable. We, as a community, cannot be simply reactive anymore. If our community is serious about stopping the cycle of poverty, we need to make hard decisions and change what we know has not been working. That is why three years ago, United Way of Erie County made the decision to be BOLD with its 2015-2018 Strategic Plan.

We invite you to join us in being part of the solution focused on giving the children and families dealing with low-income barriers everyday a hand up instead of a hand out. The result will be a better quality of life for ALL of us.

To more effectively impact systemic, social change, United Way’s Board of Directors unanimously agreed to move away from funding individual agencies and programs to funding intentional partnerships working together under the collective impact model to achieve goals of student success from birth and family stability.

That’s the new LIVING UNITED.

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COMMUNITY SCHOOLS There are currently 8 United Way Community Schools serving more than 5,000 kids in three Erie County school districts: Erie’s Public Schools, Girard School District and Iroquois School District.

COMMUNITY SCHOOL

LEAD PARTNER

CORPORATE PARTNER(S)

Erie’s Public Schools East Middle School

Safe Habor Behavioral Health at UPMC Hamot

Diehl Elementary School

COMING SOON!

Accudyn, American Tinning & Galvanizing, Custom Engineering, Lincoln Recycling, McInnes Rolled Rings, Reddog Industries, Smith Provision and Team Hardinger

Edison Elementary School

Achievement Center

GE Transportation

McKinley Elementary School

Edinboro University

LORD Corporation

Pfeiffer-Burleigh Elementary School

Family Services of NWPA

Erie Insurance

Strong Vincent Middle School

Gannon University

Highmark Blue Cross Blue Shield

Achievement Center

Reed Manufacturing and United Way of Erie County

Penn State Behrend

Reed Manufacturing and United Way of Erie County

Hamot Health Foundation

Girard School District Elk Valley Elementary School Iroquois School District Iroquois Elementary School

COMMON AGENDA

COLLECTIVE IMPACT United Way, together with our partners throughout Erie County, are working together to create community-wide social change and break the cycle of poverty in our community. In order to effect this change, United Way uses a framework known as Collective Impact (CI).

SHARED MEASUREMENTS

COLLECTIVE IMPACT CONTINUOUS

COMMUNICATION

MUTUALLY REINFORCING ACTIVITIES

Collective Impact (CI) is the idea that together organizations can create larger, longer-lasting social change if they work in a focused and structured way. United Way of Erie County serves as the backbone organization for the community schools model, assuring the other key CI conditions are executed with fidelity.

2018 Annual Report

BACKBONE ORGANIZATION

The Stanford Social Innovation Review identifies these five key conditions that produce true collaboration and alignment, leading to powerful results.

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SOARING GABRIEL Gabriel is from a low-income family. He began attending a United Way community school in 2nd grade. Within one year, Gabriel has made tremendous strides in his learning and his chances for graduation have increased. He’s a little boy who can’t control his home life...but he’s smart and amazing and deserves the opportunity to SOAR!

COMMUNITY SCHOOLS

TRANSFORM LIVES DOESN’T ENJOY SCHOOL

I’M PRESENT AT SCHOOL EVERYDAY.

HASN’T HAD A CHECK-UP

I GET CHECK-UPS FOR MY EYES, EARS AND TEETH. I HAVE A MENTOR WHO CARES ABOUT ME.

NO MENTOR COMES TO SCHOOL HUNGRY

GABRIEL’S CHANCE OF GRADUATING

MY MOM GOES TO THE FOOD BANK AND CLOTHING CLOSET AT MY SCHOOL. I READ AT HOME WITH MY FAMILY.

NOT READING AT HOME

I HAVE HELP FROM THE WHOLE COMMUNITY.

LIMITED SUPPORT

I’M READY FOR THIRD GRADE!

NO PRESCHOOL

GABRIEL’S CHANCE OF GRADUATING GRADUATION SUCCESS INCREASES WHEN ATTENDING A UNITED WAY COMMUNITY SCHOOL BIRTH COLLEGE/CAREER READY

GABRIEL IS SURROUNDED WITH OPPORTUNITIES TO THRIVE 5

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ERIE JOINS NATIONAL CAMPAIGN FOR GRADE-LEVEL READING The Campaign for Grade-Level Reading is a collaborative effort by foundations, nonprofit partners, business leaders, government agencies, states and communities across the nation to ensure that more children in low-income families succeed in school and graduate prepared for college, a career, and active citizenship.

subject matter they encounter in the fourth grade curriculum. Most students who fail to reach this critical milestone falter in the later grades and often drop out before earning a high school diploma. Two-thirds of U.S. fourth graders are not proficient readers, according to national reading assessment data. This disturbing statistic is made even worse by the fact that more than four out of every five low-income students miss this critical milestone.

Research shows that proficiency in reading by the end of third grade enables students to shift from learning to read to reading to learn, and to master the more complex

BACKGROUND

ERIE COUNTY

The Campaign was founded in 2010 by three partners: America’s Promise Alliance; Council for a Strong America: Mission Readiness; and, United Way Worldwide. It was developed in response to Leila Fiester’s Early Warning: Why Reading by the End of Third Grade Matters. This study was funded by the Annie E. Casey Foundation, which continues to be the research partner for the Campaign. The Campaign launched in 2012 with 124 charter communities. The ultimate goal is to have more than 12 states increase by at least 100% the number of low income children reading proficiently by the end of third grade by the year 2020. The focus for 2016-2020 is “moving the needle.” The implementation partners for the Campaign are the National Summer Learning Association and Attendance Works (United Way Worldwide is part of the latter). The Smarter Learning Group provides technical assistance to members in the Network.

WHY ERIE? We all know the research around literacy and success in school and beyond. Unfortunately, for some schools in our community, more than 75% of the children are NOT reading proficiently at the end of third grade.

In December 2017, Erie County submitted a comprehensive Community Solutions Action Plan (CSAP) to the Campaign for Grade-Level Reading and has been accepted as an active member of this national initiative. Through implementation of this CSAP, the many pockets of work and resources that exist in the community supporting early literacy and success in school will be strategically coordinated.

Currently there are more than 360 communities in 42 states across the nation, as well as the District of Columbia, Puerto Rico and the U.S. Virgin Islands with 2,300 local organizations and 250+ state and local funders, including 130 United Ways.

United Way will act as the backbone organization (see page 4) but will rely on the many partners and subject matter experts in the community to effect increased thirdgrade reading proficiency.

GLR IN PA THERE ARE CURRENTLY SEVEN ACTIVE COMMUNITIES IN PA:

• Erie • Lehigh Valley • Philadelphia • Pittsburgh/Allegheny County • Reading/Berks County • Wilkes-Barre/Wyoming Valley • Scranton/Lackawanna County

All PA active communities are led by United Way except one. Statewide partners include United Way of PA and Pennsylvania Department of Education.

A STRONG NETWORK IS EMERGING ACROSS THE STATE: • Quarterly meetings

2018 Annual Report

• Sharing of best practices

• Advocating for state policy

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• Bi-monthly calls


Kim Beers, Vice President, Early Connections Community Outreach with Rhyle, Erie’s Future Fund Scholarship recipient.

EARLY EDUCATION UNITED WAY SCHOLARSHIPS THROUGH ERIE’S FUTURE FUND Breaking the cycle of poverty starts with an investment in the quality education of our community’s youngest residents. That’s why United Way invests in scholarships through Erie’s Future Fund (EFF). Early childhood research shows that well-focused early childhood education investments can produce high public returns, particularly for children living in families with low income levels. United Way scholarships through EFF makes a quality early education possible for low-income families in neighborhoods with the highest percentage of families with children under 5 living in poverty. The scholarships allow children to attend a high-quality Early Childhood Education program at ages 3 and 4. United Way Scholarships through EFF will help more childeren enter kindergarten ready to learn and be successful in school.

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MISSION: STORY TIME IMAGINATION LIBRARY The Imagination Library is a free book-a-month program, thanks to your financial support, for all children under the age of five living in Erie County. Funds are raised locally and the program is administered locally by United Way of Erie County. 119,390 books were mailed to children throughout Erie County during the 2017 calendar year. 2,202 children joined the Imagination Library in 2017 and by the end of the year, 9,755 children were registered.

Keep the Pages Turning Endowment As we believe that nothing is more important than creating a strong start to every child’s life through reading, the foundation for all learning, United Way is committed to ensuring that the Imagination Library is sustainable for years to come. In 2017, United Way created a focused fundraising initiative to provide continuous support to early childhood literacy, known as the Keep the Pages Turning Endowment. With a total goal of $5 million, this endowment will ensure the best practice program promoting early childhood literacy will exist in Erie County in perpetuity. Are you interested in helping to establish a legacy of early childhood literacy in Erie County? Contact Laurie Root at 814-456-2937 ext. 223.

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SUMMER SLIDE BOOK DRIVE For many children in the Erie region, especially from lower income households, the summer months don’t include reading or continuing educational activities. This results in a loss of achievement for children who then start off the next school year with learning losses from the previous year. This loss is commonly referred to as the “summer slide.” Together, we can help local kids beat the summer slide. In 2018, nearly 50 companies and local organizations partnered with United Way to donate more than 16,000 books to children throughout Erie County, providing them with books to read during the summer months.

RESULTS START HERE

RT HERE

PENNSYLVANIA

RESULTS START HERE 2017-18 at a glance Northwest

2017-18 at a glance

Powered by United Way 7,461 Whether you need help finding child care,Total foodContacts assistance, care for an aging parent or utility assistance, 398 2-1-1 is where to turn. Our trained resource navigators Whether you need help finding child care, Text andfood Chat Contacts specialize in finding theaging helpparent you need, for any assistance, careyou for an or utility assistance, is where to turn. Our our trained resource6,361 navigators of life’s2-1-1 tough situations, from comprehensive specialize in finding you the help you need, for any Basic Needs (and ever-growing) database of social services. of life’s tough situations, from our comprehensive Assistance (and ever-growing) database of social services.Contacts

2017-18 at a glance

Whether you need help finding child care, food assistance, care for an aging parent or utility assistance, 2-1-1 CALLS is where toCHAT turn. OurTEXT trainedEMAIL resourceTOTAL navigators specialize in finding you the help you need, for any May-17 216 5 1 0 22 of life’s tough situations, from our comprehensive Jun-17 439 6 database 5 of social 5 services. 455 (and ever-growing) Jul-17

501

6

Dual Needs

Aug-17

617

12

7,283 MCKEAN Unique WebsitePOTTER Visits

Sep-17

630

Oct-17

468

ERIE 15 5,032

Nov-17

CRAWFORD 413 574 12

CONTACTS BY COUNTY 3,705 ERIE 5,032

WARREN 188

CRAWFORD 574 VENANGO 1,130

216

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FOREST 9

CLARION JEFFERSON 256 22 70% FEMALE

30% MALE

United Way of Erie County provides funding to support 2-1-1 in Erie County only. But, serves as the leader for 2-1-1 in the Northwest region, making it possible for more than 7,500 NWPA callers to receive the help they needed in 2017.

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Dec-17

1,319

Jan-18

705

10

5

3

CONTACTS10 BY COUNTY 11 650

10

6

661

11 WARREN 188

5

494 MCKEAN 216

14

4

14 70FOREST 1 VENANGO 9 1,130 22 32 3

Feb-18

307

7

Mar-18

363

9

Apr-18

459

May-18 TOTAL

515

443

1,476 762

CLARION JEFFERSON 2,216 2565 22

342

37

2

411

14

56

2

531

488

14

76

1

579

6,997

146

315

47

7,541 y

POTTER 26


SCHOOL SUPPLY DRIVE At United Way, we know education is key to breaking the cycle of poverty in our community. And, while providing school supplies may seem like a small thing, it really is a BIG deal. The Kids In Need Foundation reports that numerous key indicators improve “significantly/immensely” when children have the school supplies they need to participate in learning, including: • Classroom preparedness

• Student self-esteem

• Classroom participation

• Student behavior

• Interest in learning All of these important indicators jump dramatically up - as much as 94% - when students have the proper school supplies. For families whose financial resources are already stretched thin, the additional expense of purchasing back-to-school supplies can be a choice between providing basic needs at home or shopping for school. Do you know that teachers typically spend $600 or more of their own money every school year on supplies for their students? Thanks to the generosity of more than 150 volunteers, nearly 20 businesses that held school supply drives and many others in the community, more students are starting school excited and ready to learn! School Supply Drive sponsor

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Thanks also to Berry Global for hosting!


MISSION: LEND A HAND

MISSION: LEND A HAND When you volunteer, you see first-hand how United Way is helping to create lasting change in Erie County. Volunteering is essential to a thriving community – it creates ownership, builds relationships, fosters civic responsibility and fulfils vital needs. So many people have given the gift of themselves by choosing to volunteer with United Way through collaborative partnerships and initiatives aimed at breaking the cycle of poverty and improving lives.

The goal of United Way’s Get Connected is to elevate the role of volunteerism in Erie County. Get Connected is a one-stop solution for finding the right volunteer opportunity in your community. In 2017, more than 400 organizations had 1,345 volunteer opportunities active on GetConnectedErie.org.

For a complete listing of volunteers please visit UnitedWayErie.org/Volunteers

Volunteer Hours Donated in 2017-2018

Total monetary impact thanks to United Way volunteers

20,619

$497,742

ERIE FREE TAXES Erie FREE Taxes contributes to the economic development of Erie County by providing free tax preparation to low and moderate income earners and by helping them claim the Earned Income Tax Credit (EITC). The Volunteer Income Tax Assistance (VITA) program allows tax filers to save money in tax preparation fees and the EITC supplements workers’ incomes, thus playing critical roles in helping them, and their families, achieve economic stability and move a step closer to financial self-sufficiency.

# FED RETURNS

REFUND $

# EITC CLAIMS # EITC REFUND $

TY 17

6,802

$10.9M

2,164

TY 07-17

46,562

$76.6M

17,289

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TAX FILER SAVINGS (EST.)

PROGRAM VALUE (EST.)

$4M

$1.8M

$12.8M

$30.1M

$11.1M

$87.8M y


TOCQUEVILLE SOCIETY The Tocqueville Society recognizes individuals contributing at the highest levels of personal giving of $10,000 or more annually. These caring philanthropists exemplify the giving spirit of America, as witnessed by the Society’s namesake, Alexis de Tocqueville, during his travels in America during 1831. Tocqueville Society members are committed to United Way’s collective impact strategy which focuses their money on result-oriented programs that make a real difference in the lives of people in Erie County.

Cle and Penny Austin

Andrew J. Conner

William B. Conner

Thomas A. Hanes and Mili Chiang-Hanes

Bill and Martha Hilbert

Nancy and Bruce Kern

LA SOCIÈTÈ NATIONALE

Mo and Bob Dwyer

The Kern Family

$10,000 to $24,999

Thomas B. Hagen

Cle and Penny Austin Samuel P. “Pat” Black III Joe and Laura Butler The Cafaro Foundation The Andrew J. and William B. Conner Family Mo and Bob Dwyer* Lorianne Feltz Chris and Mary Fette Sr. Robert Frenzel Thomas A. Hanes and Mili Chiang-Hanes Bill and Martha Hilbert Nancy and Bruce Kern Sr. Mary Lincoln The McBrier Family The John M. and Gertrude E. Petersen Foundation Gary and Susan Raimy Robin Scheppner Roger and Nancy Sturtevant

ORDRE D’EGALITÈ

Bruce Raimy The Raimy Family

ORDRE DE LIBERTÈ

$25,000 to $49,999

Kern Family Foundation Richard A. Merwin Lisa A. and Timothy G. NeCastro Carla Wright Picardo and Scott Kelso Wright Anonymous

Howard(D) and Mary Lincoln

Blossom McBrier

Lisa A. and Timothy G. NeCastro

Susan and Gary Raimy

Robin Scheppner

*Received through the Erie Community Foundation

2018 Annual Report

Chris and Mary Fette Sr.

MEMBRES DE LA SOCIÈTÈ

$100,000 to $249,999

$50,000 to $99,999

Lorianne Feltz

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Carla W. Picardo and Scott K. Wright Members of the Legacy Society


RESOURCE DEVELOPMENT COMMITTEE

Lorianne Feltz, Chair Erie Insurance

United Way’s Resource Development Committee (RDC) cultivates new and existing workplace campaigns, develops and deepens relationships with investors and engages community leaders in United Way of Erie County’s work. The RDC’s activities are integral to overall financial resource development, including the private sector, other organizations and individuals, to support United Way’s work. David J. Bertges American Tinning & Galvanizing John Bongiovanni Lillis, McKibben, Bongiovanni & Co. Janel Bonsell Schaffner Knight Minnaugh & Co. Louis Colaizzo Erie Insurance Steve Erhartic Erie Insurance Stephen C. Findlay The Whitehall Group LLC

Boo Hagerty Hamot Health Foundation Michael P. Martin Printing Concepts, Inc. Colleen Moore-Mezler Moore Research Services, Inc. David M. Mosier Knox McLaughlin Gornall & Sennett Katie Ruffa Northwest Bank

Robin Scheppner American Tinning & Galvanizing Douglas E. Smith Erie Insurance Michael Thomas MacDonald, Illig, Jones & Britton Dionne Wallace Oakley Erie Insurance Christopher M. Zehner HBKS Wealth Advisors

LEADERSHIP GIVING United Way’s Leadership Giving Society recognizes generous investors who have demonstrated their commitment to improving lives in our community by annually giving $1,000 or more. Leadership gifts are an outstanding way to make an investment in our community. They help United Way continue our work to break the cycle of poverty in Erie County.

PLATINUM CIRCLE

$5,000 to $9,999

The Charles R. and Elizabeth S. Beckman Fund David J. Bertges Charles W. Brown(D) Thomas J. Buseck Esq. Frances Q. Buseck Louis Colaizzo Gene and Anne Connell and Family* John P. and Heidi Fette** David and Nancy Glod T. Andrew Hanes William and Patricia Jackson Bonnie and C. Bruce Kern II Amy Cuzzola-Kern and B. Scott Kern Edward H. Lamb(D) Robert and Christina Marsh

Michael P. Martin Robert W. and Mercedes McNutt Jim and Sue Ohrn Jeffrey and Rhonda Plyler Debra Porreco Mark and Prudence Shaw Mary C. Gensheimer and Richard H. Speicher Thomas and Carol Tupitza The 2006 Barrett C. Walker Family Fund* Gwendolyn White

Robert and Diane Bloom The Bloomstine Family Peg and Tom Bly John and Julia Bongiovanni Janel and Buddy Bonsell** Dr. Richard C. Boyle Patrick J. Burns David L. Carll Carl and Michele Carlotti Dr. Jestin and Jessica Carlson** Marc and Nancy Cipriani Jim and Rossana Currie Jim and Judy Dible Roland Donajkowski James Donnelly Clinton and Sarah Ewing** Michael and Cheryl Ferrie

GOLD CIRCLE

$2,500 to $4,999

Nancy Anderson Jacqueline and Michael Barber Christina and Brian Bernatowicz

*Received through the Erie Community Foundation ** Also members of the Young Leaders Society – Premier Circle (D) Deceased

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Dr. A. Daniel Frankforter and Karen Keene Mr. and Mrs. Robert R. Frost David Gibbons and William DeLany Greg and Liz Gutting James and Carolyn Halladay William N. Herr Jr. Patrick D. Hesidence Mark and Becky Holcomb Robert C. Ingram III Mr. and Mrs. Ronald O. Jones Jennifer P. Koebe** Mr. and Mrs. Robert Koontz Greg Phillips and Karen Kraus Phillips Kevin J. and Tracy Kunik Charlotte A. Manison Bob and Joan Martter Members of the Legacy Society y


Monica Masterson Frank Mezler and Colleen Moore-Mezler Nancy and James C. Miller Matthew J. Minnaugh Attorney David M. Mosier Mark and Leah Murphy Douglas and Deborah Murphy Matthew W. Myers James R. Osmanski Gregg and Jennifer Pfeffer** Mark J. Pietrusinski and Kathleen Felong Pietrusinski Bradley G. and Kelli Postema Dennis and Mary Ranalli Al and Peggy Richardson The Shawn & Sharon Rooney Fund* Laurie B. Root William M. and Frances Schuster Fund* Dr. and Mrs. M. Peter Scibetta* Sarah Shine** Richard Simpson Harry and Martha Sinden Douglas E. and Jennifer Smith** Dr. and Mrs. Barry D. Stamm Jim and Sharon Stoik Patti Williams and David Uhlig Janice Underhill The Peter G. and Freda Volanakis Fund* Tim and Candace Waldee Jeffrey McKeon and Dr. Nancy E. Weissbach Governor Thomas W. Wolf Scott R. and Marilyn Wyman Michael Zaksheske Christopher and Norma Zimmer Zurn Family Fund*

SILVER CIRCLE

$1,500 to $2,499

James and Mary Bahn Christine McClure and Perry Baker John and Mary Gail Baldwin Barbara Beatty Gregory J. Bentley Sam Bernik Randi and Douglas Bert Betsy and Dennis Bort Michael and Mary Bova Charles H. & Barbara E. Bracken Fund* Brereton Family Fund*

Chuck and Wallie Reams David and Donna Rioux Mark and Valerie Rose Sheryl A. Rucker Raymond Rusnak Heather and Kevin L. Russell David and Doreen Russo Mark and Lisa Salvia Brett W. Schafer Ann and Thad Scott Jay and Brittany Shaffer** Charlie and Colleen Shaffer Lisa Slomski Jedediah and Meredith Smith** Edwin W. Smith Esq. and Jennifer M. Smith James F. and Bridget Stevenson Brittany and Paul Taylor** Dr. Keith Taylor Kathryn and David M. Tullio Bob and JoAnn Wagner Martin Wallace Diane E. Washe Judith E. Wingerter Shane T. Wohlrabe Don and Gayle Wright Douglas M. Yarbenet Christine Yuhas Anonymous(4)

Jeff and Amy Brinling Henry D. Bujalski James and Nancy Bure Dr. and Mrs. Mark S. Buseck Alir and Eloise Carter Gail J. Cook James D. Cullen, Esq. Mr. and Mrs. Stephen Danch Mary Beth and Thomas Danowski David W. Danowski David J. Ducharme Mike and Kathie Dzuricky Michael B. Edwards Ruben and Becky Fechner Chris Fette Barbara and Gregory T. Fischer Michael R. and Kathy Fraley Robert M. and Marion Gallivan Joseph M. and Emily Gennuso** Margaret A. Goodall(D) Attorney M. Fletcher and Elsie O. Gornall Fund DD* Dennis and Eileen Grow Michael J. Hayes Leonard and Beth Hill Cheryl Hirst Thomas C. and Paula Hoffman II R. Steven and Danielle Jones Thomas W. Kennedy Jr. Keith and Kelly Kennedy Mr. and Mrs. Charles G. Knight Richard Krolczyk Patricia Lacy B.J. and Barbara Lechner Dr. Howard and Jane Levin Bill and Linda Lillis Barbara R. Lincoln Art and Mary Lindquist Marilyn LoSapio James E. and Sharon A. Martin Richard McGowan Christopher and Corrie McNally** Allan A. and Donna Mitulski Ken and Tammy Nelson Thomas and Karen Newell John F. Oliver Diane and John Parente Anne Pedersen Steven and Chris Pitonyak David and Crystal Pollock Andy Putnam Ann B. and Jack M. Quinn Ord Randolph John and Kathie Rea

BRONZE CIRCLE

$1,000 to $1,499

Andrew and Deborah Abramczyk Rebecca and Evan Adair Robert Alton Gregory and Laurie Altsman Dr. and Mrs. James Amsterdam David Baldwin Matthew Barczyk** Mr. and Mrs. Michael Batchelor Bruce Beaufort Dr. Jennifer M. Belavcic Denise M. Benim Robert Bennett Brenda and Ron Bennett Richard K. Bentley Del Birch Jon P. and Christen Bloom** Lewis T. Briggs John and Elaine Brinling Charles A. Brown Kathleen and Thomas Burik William Burt Anne Campbell

*Received through the Erie Community Foundation ** Also members of the Young Leaders Society – Premier Circle

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Stephen R. and Debbie Carman Sydney M. Cassidy** Rodney and Lisa Chiarelli Beverly M. Clark Dr. Dennis and Barbara Cole* John M. and Joanne M. Cook Sandra L. Covello James B. and Jackie Cross Debbie and Doug Currie Kathy and Dan Dahlkemper Robert and Lisa Danielczyk Paul and Janet Demjanenko Dusti and Greg Dennis Joel and Jamie Deuterman Neal and Daria Devlin** Daniel and Meghan Dillon** Mark and Karen Dombrowski Marshall W. Downing Justin Downs** Christie and Dan Drabic** John and Katie Duchnowski** Steven T. and Sara Erhartic** Frederick G. and Teri Fiedler Stephen and Kathleen Findlay Sabrina K. Fischer Scott L. Flook Pamela J. Forsyth Christopher and Jennifer Fox** Nancy and Vince Gardner Edward and Rita Goebel Jamie and Marlea Gore** Jack and Libby Gorman Scott S. Gourley Roy and Mary Lee Gourley Steven Groshek Ronald Habursky** Dennis R. Hadlock Rekha and Johnathan Hagen Boo and Aimee Hagerty Kenneth and Jill Hall William Halli Thomas and Elizabeth Hamilton James and Mary Harvey Charles I. Hassett Daniel and Terry Heher T. J. and Emily Hesch** Jeffrey Hileman Mr. and Mrs. David E. Holland Tom and Linda Holman James Holtgrefe Gary Neal Horton Debbie Iavarone Justin and Amy Izbicki** Mike Jaruszewicz** Members of the Legacy Society (D) Deceased


Charles and Lisa Jenkins Mark and Sandy Jordano Marko Jovanovich Allison A. Kaverman William A. Kern** Ivor and Michelle Knight Mr. and Mrs. Mark Kresse Attorney and Mrs. Mark Kuhar Gerald Lacy Chris and Vickie Lampe David Lewis Sr. and Lenora Lewis Gregory A. Loop Nanci Lorei Luanne MacIsaac Karen Andrus Malick Robert J. Martin Sean Martin Dale and Lynn McBrier Michael A. McCormick Paula B. McCormick Tomasik** Deb and Des McDonald Fredrick J. McLaughlin** Attorney Jim and Barbara McNamara Donna Miller and Matt Turcott Dr. and Mrs. Forrest Mischler

Scott C. and Jeanette Schnars** Dean R. Schoenfeldt Bridget H. Schoenig Harold Troy Schweitzer Patrick Sheridan Robert Shoemaker Erin and Joe Siegrist** John and Jennifer Simon** Father Steven Pimen and Jayne Simon Karen A. Skarupski Kenneth D. Slaney Thomas Smail Gary R. Smith Chris and Mary Ellen Sorce Gregory J. Sorce Gary L. Squire Theresa Stachera Douglas Starr Matthew and Kimberly Stebick John Stockard** John and Tara Stonestreet** Gerald M. Stuczynski Sue Sutto Roger H. Taft Ryan D. Tennant**

Thomas Murphy Shane S. Murray Jan Brydon and Howard Nadworny Ron and Teresa Oliver Mr. and Mrs. John W. Orlando Felix and Andrea Orzechowski Craig and Brandy Palmer** Ryan and Adrianne Paris** John D. Park III and Dawn Park** Anthony and Claudia Pasquarette** Brian C. Perry Bob and Mary Pettys Michael and Michele Plazony Lori Polanski Jason M. Porreco** Kimberly A. Preston James and Mary Przepyszny Chris and Babs Rajecki Scott A. Rawson Cynthia and Robert Reid Roger and Nedra Richards Tim and Patty Riley Keith D. Riley Karen A. Rugare Jennifer L. Schade** Mark R. Scheig

Stephen R. Thelin Mark and Sharon Theuret Mike and LeeAnn Thomas** Dr. Michele J. Tomczak James and Christine Toohey Gerry and Peggy Trichel Kevin and Renee Uht Shayne and Carrie Wakinekona** Laura & Leon Wallerstein Donor Designated Fund #1 of the Erie Community Foundation* Charles E. Weindorf Katy and Sean Wolfrom Richard and Diane Yeager Mary F. Yeaney David J. and Linda Zimmer Gregory P. Zimmerman Karen and Matt Zonno Anonymous(11)

*Received through the Erie Community Foundation ** Also members of the Young Leaders Society – Premier Circle

Members of the Legacy Society

“WHEN YOU NO LONGER BURN WITH LOVE, OTHERS WILL DIE OF THE COLD.” — St. Vincent de Paul “We support United Way of Erie County because we believe in a world where every child has the tools and resources to become successful adults, and that it takes every single one of us in the Erie Community to make it happen.”

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— The Siegrist Family: Nathan, Joe, Erin and Calla

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YOUNG LEADERS SOCIETY

YOUNG LEADERS SOCIETY – PREMIER MEMBERS

($750 and up) Joseph and Lori Baniewicz Matthew Barczyk** Frank and Marcia Berarducci Jon P. and Christen Bloom** Janel and Buddy Bonsell** Dr. Jestin and Jessica Carlson** Sydney M. Cassidy** Debbie and Eric Consiglio Neal and Daria Devlin** Daniel and Meghan Dillon** Justin Downs** Christie and Dan Drabic** John and Katie Duchnowski** Steven T. and Sara Erhartic** Clinton and Sarah Ewing** John P. and Heidi Fette** Christopher and Jennifer Fox** Joseph M. and Emily Gennuso** Kelly Gifford Jamie and Marlea Gore** Ronald Habursky** Danielle M. Hermann T. J. and Emily Hesch** Justin and Amy Izbicki** Mike Jaruszewicz** Erica Jovanovich William A. Kern** Jennifer P. Koebe** Anita and Jeffery Kuchcinski Paula B. McCormick Tomasik**

The Young Leaders Society consists of members age 45 and under who annually invest $500 or more in United Way, as well as individuals under the age of 30 who give between $250 and $499. This dynamic and growing group of United Way supporters is invited to participate in various events and activities that allow them to connect with other emerging and established leaders in our community. The Young Leaders Society’s purpose is to foster philanthropy, leadership and community involvement among Erie County’s next generation of civic and business leaders. Ten percent of undesignated YLS gifts go directly to support the YLS Adopt-A-Student Program at McKinley Elementary School, a United Way Community School. Through this program, YLS members provide school supplies, mentoring and other activities throughout the school year to help the fifth graders stay engaged in school and hopeful about their future.

Fredrick J. McLaughlin** Christopher and Corrie McNally** Craig and Brandy Palmer** Ryan and Adrianne Paris** John D. Park III and Dawn Park** Anthony and Claudia Pasquarette** Gregg and Jennifer Pfeffer** Sarah and Mark Pirrello Jason M. Porreco** Katie and Mike Ruffa Ryan and Julie Salvo Jennifer L. Schade** Scott C. and Jeanette Schnars** Jay and Brittany Shaffer** Sarah Shine** Erin and Joe Siegrist** John and Jennifer Simon** Jamie Slike Douglas E. and Jennifer Smith** Jedediah and Meredith Smith** John Stockard** John and Tara Stonestreet** Brittany and Paul Taylor** Ryan D. Tennant** Mike and LeeAnn Thomas** Shayne and Carrie Wakinekona** Erin E. Wincek Christopher M. Zehner Michael R. Zona Anonymous

** Also members of the Leadership Giving Society

“I support United Way because I believe that it is critical that we attack a wide range of issues affecting our community. United Way has a track record of funding programs that are greatly needed in our community. I believe that through hope and opportunity we can change Erie and our chances are greatly increased because of the investments by United Way.” — Corey Cook

2018 Annual Report

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YOUNG LEADERS SOCIETY

Alice Agnew Demetrios and Megan Agrafiotis Eric and Jessica Amann Jason Babo Wendy A. Baden Annalisa Bankes Missy Barac Caroline Beckman Josh Beers Jason and Carrie Blanton Taylor Blanton Michael Bratt Matt and Sue Bresee Grant Brown Joelyn J. Bush Elizabeth Byers Chantelle and Seth Carter James Chesebrough Kyle Chylinski Nicholas and Hannah Cianci Jason M. Clark Michael D. Clement Greg and Shanda Coleman Katherine E. Connell Dan and Maria Continenza Cody and Carolyn Cook Corey Cook Chelsea Coverdale Scott and Amy Cronk Laurie and Tony Cruz Stephanie Davis Elliott J. Ehrenreich, Esq. Andrew and Carrie Ennis Craig and Lisa Fay Sarah Fischer Bonnie K. Fitzpatrick Emily Francis Alberto Frutos Amanda and Joe Gabbard Mike Grom Melissa and Joseph Grucza

Justin and Carly Plyler Thomas Pontillo Joshua M. Porreco Richard James Quinn Jana Ranus Melanie S. Raygor Lacey Reid Patrick M. Rennie Mark D. and Tricia Restifo Sonia K. Rios Belinda Rogers Jeremy Routh Paul D. Sallie Christopher Scarano Mark and Gina Schaefer Nicholas M. Schneider Wallace R. Schroeder Melissa and Michael Shirey Patrick Simpson Julie Slomski Rebecca Snyder Kim and Mark Spence Andrea and Ken Straub Timothy J. Sul Michael J. Tellers Tammy Thomas Brian Tiede Emily Toothman William J. Vitron, Jr. and Lyndsey C. Vitron Jeffrey Vybiral Patrick G. Wachter Lucas Wallace Paige Wallace Jessica Warren Jason E. Weber Larry Weigand Cody Wellman Tessa Williams Jessica L. Wolfrom Anonymous(9)

Marty Halligan David J. Hallowell II Sean and Corissa Halupczynski Justin R. Handley Kevin L. Harper Jonathan Hinkson Emily M. Horanic Shannon E. Huddleston David and Kathryn Jackson Erica L. Jenkins Jimmie L. Johnson Jeremy Johnson Katie J. and Matt Jones Kimberly Kaercher Darrin T. Kinander Stephanie A. King Ryan D. King Christopher J. Kozik Billy Kuntz Caitlyn Lear Nicole and Daniel Lehr Anna Lindahl Zach Lyons Fabian M. Martinez Kevin P. McCann Jennifer McDade Donna McIntosh Gabriel and Amy Miehl Melissa Miller John Mizanin Michael and Maria Modzelewski Thomas L. Moore Erin M. Mourton David and Remle Moyak Lori and Gregg Mraz Joe Mucci Stacey and Erick Nicklas Stacey Olmstead Lauren Ott Kevin and Nicole Otteni Nicholas Pagliari and Melissa Lafata Pagliari Philip J. Pinzok Anthony Pishotti

YOUNG LEADERS SOCIETY – JUNIOR MEMBERS

Breanna L. Adams Karrar Alhameedawi Jeff Audet Gina Badowski Brooke L. Bechak Brittany Blanton Matthew H. Bowden Aiden Brzuz Nate Burtt Brianna L. Carle Anna C. Colaizzo Brevin Flowers Amanda M. Forne Kevin Franz Paul R. Glowaky Keyshawna Gore Katrina J. Hecker Garrett Heidt Kerri Janoske Alyssa and Zachary Johnson Viktor V. Karnaukh Alyssa Kaveney Madison Kennedy Andrew M. Kunik Dorothy A. Leemhuis Joseph P. Mando Lindsay Moore Angelica Ortiz Sarah Pietrusinski Zachary E. Prather Christopher A. Reyer Hannah Rhodes Joe W. Shreve Anthony M. Siggia Jessica Sokolyuk Justin S. Spierling Jordan Swab Michelle Syks Ashley Tordoff Matthew Widomski Joshua L. Williams Anonymous(6)

Young Leaders Society Sponsor:

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CORPORATE LEADERS

CORPORATE DONORS

The following organizations have three or more employees who contribute at the Tocqueville Society, Leadership Giving Society or Young Leaders Society recognition levels.

Corporate donors continue to provide financial support that is essential to help United Way crush poverty in Erie County. The following businesses contributed $1,000 or more during the 2017-2018 Campaign.

Erie Insurance Wegmans GE Transportation LORD Corporation PNC Financial Services, Inc. UPMC Hamot Curtze Food Service Knox McLaughlin Gornall & Sennett United Way of Erie County Bianchi Honda Penn State Erie, The Behrend College Hanes Erie, Inc. Housing Authority of the City of Erie MacDonald, Illig, Jones & Britton Merrill Lynch County of Erie Erie’s Public Schools Northwest Bank Penelec, A FirstEnergy Company Gannon University Transportation Equipment Supply Co. ERIEBANK Schaffner Knight Minnaugh & Company HBKS Wealth Advisors Marquette Savings Bank Millcreek School District Reed Manufacturing Company Saint Vincent Hospital American Tinning & Galvanizing Highmark Blue Cross Blue Shield Iroquois School District Liberty Mutual Insurance Loesel-Schaaf Insurance Agency Moore Research Services, Inc. Plyler Entry Systems Times Publishing Company UBS Financial Services, Inc. United Parcel Service Velocity Network, Inc.

2018 Annual Report

110 81 43 22 16 16 15 11 10 9 9 8 8 8 8 7 7 7 7 6 6 5 5 4 4 4 4 4 3 3 3 3 3 3 3 3 3 3 3

Accudyn Products Aetna American Tinning & Galvanizing American Trim, LLC Ameridrives Couplings Andover Bank E. E. Austin & Son, Inc. Barnes Group Associated Spring BASF Berry Global Bianchi Honda BNY Mellon Wealth Management Bonnell’s Collision Boscov’s Contine Corporation Cummins Enterprises Curtze Food Service Custom Engineering Edinboro University Emsco Group Erie BayHawks Erie Beer Company The Erie Community Foundation Erie Custom Computer Applications, Inc. Erie Federal Credit Union Erie Insurance Erie Plating Company Erie Press Systems ERIEBANK Eriez Magnetics Finish Thompson Incorporated First National Bank of Pennsylvania Gannon University GE Transportation General Partitions Manufacturing Giant Eagle, Inc. Great Lakes Metal Finishing Greater Erie Community Action Committee Hagan Business Machines Hamot Health Foundation Heatron Inc.

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Highmark Blue Cross Blue Shield Icing on the Lake KeyBank Lamjen, Inc. LORD Corporation Marquette Savings Bank Matrix Tool, Inc. McInnes Rolled Rings Merrill Lynch Millcreek Mall Moore Research Services, Inc. Morris Coupling Company National Fuel Gas Norfolk Southern Foundation Northwest Bank Northwestern Manufacturing Penelec, A FirstEnergy Company Penn-Union Corp. PHB, Inc. Corp. HQ The Plastek Group PNC Financial Services, Inc. Printing Concepts, Inc. PSB Industries C.H. Reams & Associates Inc. Reddog Industries Reed Manufacturing Company Rent One Rogers Brothers Corporation Rotary Club of Erie Schaffner Knight Minnaugh & Company Smith Provision Company Target Store Times Publishing Company United Parcel Service UPMC Hamot UPMC Health Plan Urick Ductile Solutions Van Air, Inc. Velocity Network, Inc. Wal-Mart Wegmans - Peach Street Store Wegmans - West Erie Store WJET/FOX/YourErie.com Zurn Industries


GIFTS-IN-KIND

(OF $1,000 OR MORE)

A gift-in-kind is a non-cash contribution used by United Way to carry out its mission. Sincere thanks to those listed below for goods, services, or expertise during the 2017-2018 Campaign. Country Fair, Inc. Cumulus Media Erie Bayhawks Erie News Now Erie Otters Erie Playhouse

Knox McLaughlin Gornall & Sennett Lamar Advertising Little Caesars McCarty Printing Moore Research Services, Inc.

Erie Seawolves FASTSIGNS® Grisè Audio Visual Jr.’s Last Laugh Comedy Club & Restaurant

PRI Community Printing Concepts, Inc. Scott Enterprises Times Publishing Company Wegmans WJET/FOX/YourErie.com

The following organizations made gifts-in-kind to support United Way Erie FREE Taxes. 4 NINE Center - North East Booker T. Washington Center Corry Higher Education Council Edinboro University Erie County Public Library

Erie Federal Credit Union Fairview Presbyterian Church Gannon University Girard School District Greater Erie Community Action Committee

Housing Authority of the City of Erie John F. Kennedy Center Martin Luther King Memorial Center

Multicultural Community Resource Center Porreco College of Edinboro University Union City School District Widget Financial

THANK YOU LOYAL CONTRIBUTORS Loyal Contributors are individuals who have given to any United Way for 10 years or more, regardless of their giving level. These 10 years do not need to be consecutive. Our Loyal Contributor program is designed to help us show our appreciation for supporters who have given to any United Way for 10 years or more. As a United Way Loyal Contributor, please accept our heartfelt thank-you for all you have done for so many people and for our community. Your consistent support has truly changed lives. The Loyal Contributor program has grown so much that we can’t fit all the names in this report! For a complete listing of our Loyal Contributors please visit: UnitedWayErie.org/Loyal. Have you been giving to United Way for 10 years or more but do not see you name listed on our website? Please contact us and let us know who you are! Visit UnitedWayErie.org/Loyal or call (814) 456-2937 ext. 221 Thank you to our sponsor!

“Throughout our lives we have been blessed to have solid family support, a good education, a good job, good health and solid relationships with friends and co-workers. Early on we became active in our community and did not have to look far to see that there were a number of people in need for various types of assistance and support. We felt a need to help them in some way. The mission of United Way provided the pathway for us to provide that support. We have supported United Way of Erie County for more than 40 years because we believe in them and feel that they are essential to our community by enabling programs that make a positive difference in people’s lives. If we are to create a better community in Erie County all those that can should give to an organization like United Way. That is why we continue to give even into our retirement.” — Dan and Terry Heher 19

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HONOR ROLL AWARDS United Way’s Honor Roll Award recognizes organizations that have demonstrated five or more consecutive years of campaign growth. The growth can stem from a combination of employee contribution and corporate donations.

IN RECOGNITION OF: 23 consecutive years of campaign growth: 1996-2018

HOUSING AUTHORITY OF THE CITY OF ERIE 16 consecutive years of campaign growth: 2003-2018

TRANSPORTATION EQUIPMENT SUPPLY COMPANY Housing Authority of the City of Erie receives Honor Roll Distinction for 23 consecutive years of campaign growth.

15 consecutive years of campaign growth: 2004-2018

AMERICAN TINNING & GALVANIZING Six consecutive years of campaign growth: 2013-2018

13 consecutive years of campaign growth: 2006-2018

CUSTOM ENGINEERING

THE KEYSTONE FOUNDRY DIVISION OF UNITED BRASS WORKS

12 consecutive years of campaign growth: 2007-2018

Five consecutive years of campaign growth: 2013-2018

FINISH THOMPSON INCORPORATED

MOORE RESEARCH SERVICES, INC. C.H. REAMS & ASSOCIATES, INC.

Nine consecutive years of campaign growth: 2010-2018

WEBER MURPHY FOX

VISITERIE Eight consecutive years of campaign growth: 2011-2018

MERRILL LYNCH

J. DAVID DEVER MEMORIAL AWARD The 2017 John David Dever Memorial Award for outstanding community service in Erie County was presented to Beverly J. Rapp, (SEIU) Service Employees International Union Local 668, NWPA Regional Rapid Response, Workforce Development Analyst, PA Dept of Labor & Industry.

2018 Annual Report

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HONORARY AND MEMORIAL GIFTS Donors who contributed to United Way of Erie County in honor or in memory of a relative, friend or business colleague are making a gift that keeps on giving. These thoughtful remembrances are placed in endowment funds where only a portion of the earnings is used each year to help people move up out of poverty. Depending on the wishes of the donor, funds can be invested in either Unied Way’s General Endowment or in the Keep The Pages Turning Endowment that helps support the Imagination Library. The names of individuals who made these honorary and memorial gifts can be found at UnitedWayErie.org/Gifts.

THE FOLLOWING GIFTS HAVE BEEN MADE IN HONORARIUM: Irene Adams* Stephanie Anderson* Lewis Briggs Alek and Vanya Buntic* Victor and Phyllis Desmarais* Tom Fant Meghan Marks and Dan Dillon Sally Fryer* Richard Gates* Diane and Bob Guthrie* Liz and Greg Gutting*

Greg and Lindsey Hall* Rich Heidt* Chris and Lydia Kibler* Marlene Klein* Stanli and Emily Kostenko* Leigh Kostis* Grigoriy and Mariya Kovalevich* Evan and Sherrie Legenzoff* Gary Lemmon* Monique, Grant and Julie Liddle*

Leona Liebel* Kristin Maguire* Andrea and Daniel Mumfort Timothy NeCastro Jim and Sue Ohrn* Eric and Marie Olsen* Cody Peariso* Lynne Poyer* Suzanne and Keith Preston* Barb and Paul Rankin Debbie and Doug Richardson*

Robin Scheppner* Eric and Chris Schultz* Jim and Kathy Slomski* Sandie Smialek* Bryan and Honey Stempka* John and Linda Stempka* Mark Swansenger* Betty Weigle* Sarah Whitman* Matt and Amanda Wieczorek* Andrea Yosten*

THE FOLLOWING GIFTS HAVE BEEN MADE IN MEMORIAM: Bernie Beck* Gene Beer Gene and Fran Beer Lloyd Boylan*

Judy Cipriani* Linda Milewski* Rose Patenaude Mabel Sturdevant

Mabel Sturdevant* Juan Sugura Tom Vicary* Nicole Weis*

LEGACY SOCIETY

Estate of G. William Ambro Gene and Fran Beer Endowment Fund Estate of Helen M. Billman Frances Q. Buseck Michele and Carl Carlotti Estate of Winifred Christiansen James D. Cullen, Esq. Estate of Bernice T. Derry Bob and Mo Dwyer Robert Frenzel Estate of Martha and Fred Gasche Estate of Robert A. Haller William and Patricia Jackson James and Lynn Laughlin James E. and Sharon A. Martin James W. and Cheryl Martin Masterson Family Fund

Legacy Society members have included United Way in their will or estate plans or have made a direct gift to United Way of Erie County’s Endowment Fund during the 2017-2018 Campaign.

21

David Yuhas Jr.* Jane Yuhas* Charles Zukowski, Sr. *Keep The Pages Turning Endowment

Estate of Lydia M. McCain The Emmett L. McIntosh Family Fund Merrill Lynch Endowment Fund Estate of Robert D. Mussina Jim and Sue Ohrn Bruce Raimy Gary and Susan Raimy Estate of Mrs. Harold C. Robertson Laurie B. Root Robin Scheppner Estate of Laura E. Shaffer John and Jennifer Simon Norman H. Stark Estate of Ottillia Weber Robert Wingerter Anonymous

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STATEMENT OF ACTIVITIES

YEARS ENDED DECEMBER 31, 2017 AND 2016 2017 2016 CHANGES IN UNRESTRICTED ASSETS

Public Support and revenue Campaign revenue Direct contributions $2,045,607 Net assets released from restrictions Expiration of time restrictions 2,185,084 Collection of prior year pledges, net 8,132 Less: donor designations (534,296) Less: estimated uncollectible pledges (146,500) Net campaign revenue

OTHER REVENUE

$2,377,444 2,542,945 22,701 (767,373) (115,600)

3,558,027

4,060,117

Grants Other gifts and bequests Interest and dividends Net gains/(losses) on investments reported at fair value Service fees Sponsorships Other income

313,612 20,798 101,889

304,131 19,194 70,558

2,533,022 3,874 693,652 1,945

1,173,334 2,733 89,515 2,210

Total other revenue, net Total public support and revenue

3,668,792 7,226,819

1,661,675 5,721,792

Program services Gross funds awarded/distributed Direct allocations to funded organizations Other allocations, projects and grants Less: donor designations

2,627,508 1,452,383 (534,296)

2,826,454 1,311,706 (767,373)

Net funds awarded/distributed

3,545,595

3,370,787

Community Impact Labor services division Success by 6 Erie Free Taxes Imagination Library Community Schools Erie Together

409,281 78,781 30,000 195,310 262,047 643,085 89,691

440,928 80,047 45,000 170,755 261,872 113,886

Total program services

5,253,790

4,483,275

652,922 303,757

674,605 316,503

956,679 6,210,469

991,108 5,474,383

EXPENSE

UNITED WAY AUDIT COMMITTEE Vinnie Halupczynski BKD, LLP

Chuck Knight

Schaffner Knight Minnaugh & Company

Jim Ohrn

Custom Engineering

SUPPORTING SERVICES

Fund raising Administration

Total supporting services Total expenses

CHANGE IN NET ASSETS

Net assets at beginning of year Net assets at end of year

1,016,350

247,409

19,361,609

19,114,200

$20,377,959

$19,361,609

United Way of Erie County is audited by the firm of Root, Spitznas & Smiley, Inc. Certified Public Accountants Want more information? The most recent complete audited financial report for United Way of Erie County is available at UnitedWayErie.org/about/accountability

2018 Annual Report

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STAFF Please contact us at (814) 456-2937. Direct extensions are listed below.

BOARD OF DIRECTORS

Cheryl Bates

Janel Bonsell

PROGRAM DIRECTOR, ERIE FREE TAXES Ext. 236

Jada Best

DIRECTOR OF EDUCATION Ext. 231

CO-BOARD CHAIR Schaffner Knight Minnaugh & Company

David Gibbons

James C. Nuber Jr.

International Brotherhood of Electrical Workers, Local 56

James B. Ohrn

SECRETARY/TREASURER/COMMUNITY IMPACT COMMITTEE CHAIR

CO-BOARD CHAIR UPMC Hamot

Custom Engineering

ACCOUNTING ASSOCIATE Ext. 226

Christopher Clark, DO, MHA

Eric Rollins

Joelyn J. Bush

Chanel Cook

Izedia Brown

MARKETING AND COMMUNICATIONS DIRECTOR Ext. 224

Nick Cianci

DEVELOPMENT OFFICER Ext. 247

Lisa Fischer

CAMPAIGN ACCOUNTS MANAGER Ext. 232

Emily Francis

COMMUNITY IMPACT MANAGER Ext. 235

Bill Jackson

PRESIDENT & CHIEF PROFESSIONAL OFFICER Ext. 238

Mike Jaruszewicz

Saint Vincent Hospital

Erie County Public Library

Katie Ruffa

Katie Duchnowski

Northwest Bank

Wegmans - West Erie

Lorianne Feltz

RESOURCE DEVELOPMENT COMMITTEE CHAIR

Erie Insurance

Kelli Gambill

Boo Hagerty

MARKETING AND COMMUNICATIONS COMMITTEE CHAIR

American Tinning & Galvanizing

MacDonald, Illig, Jones & Britton

GOVERNANCE COMMITTEE CHAIR

Gannon University

Jim Teed

Highmark Blue Cross Blue Shield

Thomas Tupitza

PLANNED GIVING COMMITTEE CHAIR

GE Transportation

Knox McLaughlin Gornall & Sennett

Debbie Iavarone

Gwendolyn White

Bill Jackson

Erie Insurance

United Way of Erie County

Scott R. Wyman

LORD Corporation

PRESIDENT

SENIOR VICE PRESIDENT Ext. 223

Jack Lee

Gina M. Schaefer

Colleen Moore-Mezler

RESOURCE DEVELOPMENT AND OFFICE MANAGER Ext. 221

Robin Scheppner

Dr. Keith Taylor

Erie’s Public Schools

Alan R. Hamilton

Laurie B. Root

KeyBank

Bea Habursky

Ron Oliver

ADMINISTRATIVE ASSISTANT Ext. 233

Jennifer L. Schade

Mark Shaw

Hamot Health Foundation

Joanna Peters

YOUNG LEADERS SOCIETY COMMITTEE CHAIR

PROJECT BLUEPRINT GRADUATE

Erie Insurance

VICE PRESIDENT, COMMUNITY IMPACT Ext. 227

VICE PRESIDENT, LABOR DIVISION & AFL-CIO COMMUNITY SERVICES LIAISON Ext. 248

PA Department of Public Welfare (Retired)

Roofers Union Local 210

DIVERSITY AND INCLUSION COMMITTEE CHAIR

Penelec, A FirstEnergy Company

Matt Zonno

PNC Financial Services, Inc.

EXECUTIVE COMPENSATION AND REVIEW COMMITTEE CHAIR

Moore Research Services, Inc.

Ashley Wilczynski

ADMINISTRATIVE SUPPORT AND DATABASE ASSOCIATE Ext. 243

Christine Yuhas CONTROLLER Ext. 234

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WHERE THE MONEY GOES For every dollar raised by United Way of Erie County, 99 cents stays in Erie County. Your support is helping break the cycle of poverty.

PROGRAM/SERVICE 2-1-1 Behavior Support Services Big Brothers/Sisters Campaign for Grade-Level Reading Coordination Services Career Street Collective Impact Coordination Services Direct Assistance Disaster and Armed Forces Emergency Services East Middle School Community School Coordination Services East Middle School Out-of-School Time Coordination Services Edison Elementary Community School Coordination Services Edison Elementary Out-of-School Time Coordination Services Elk Valley Elementary Community School Coordination Services Emergency Human Services Emergency Residence Erie County Re-Entry Services Support Alliance Erie FREE Taxes Financial Assistance Hospitality House I Can See Identification & Treatment of Vision Problems in Young Children at Edison community school Imagination Library Iroquois Elementary Community School Coordination Services Kindergarten Readiness Summer Program McKinley Elementary Community School Coordination Services McKinley Elementary Out-of-School Time Coordination Services Mental Health Liaison Services Mirror Program National Night Out Parent Truancy Education Pfeiffer-Burleigh Elementary Community School Coordination Services Pfeiffer-Burleigh Elementary Out-of-School Time Coordination Services PLAYtime Positive Youth Development Rape Crisis Intervention Shelter and Counseling Strong Vincent Middle School Community School Coordination Services Strong Vincent Middle School Out-of-School Time Coordination Services Success By 6 Triple Play Trauma-Focused Cognitive Behavioral Therapy at McKinley and Pfeiffer-Burleigh community schools United Way Scholarships through Erie’s Future Fund Women’s Recovery Center Grant periods for the above programs and initiatives range from one year to three years. All information stated on this sheet is correct at time of printing and subject to change.

LIKE US

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PROVIDER

INVESTMENT

PA 2-1-1 Southwest Achievement Center Family Services Various Erie County Technical School Foundation United Way Community Schools The Salvation Army Erie Service Unit American Red Cross Safe Harbor Behavioral Health of UPMC Hamot Safe Harbor Behavioral Health of UPMC Hamot Achievement Center Boys and Girls Club of Erie Achievement Center The Salvation Army – Erie Temple Corps Community Shelter Services Greater Erie Community Action Committee Various St. Martin Center SafeNet Union City School District Foundation Sight Center of NWPA

$114,000 $58,000 $20,000 $165,000 $25,000 $225,400 $9,700 $152,900 $60,000 $45,000 $60,000 $45,000 $60,000 $56,900 $173,500 $190,700 $223,300 $108,100 $42,700 $15,000 $35,300

Various Iroquois Elementary School Iroquois Elementary School McKinley Elementary School YMCA of Greater Erie Achievement Center USCRI International Institute of Erie Various Family Services of NWPA Family Services of NWPA Family Services of NWPA

$301,700 $60,000 $10,000 $60,000 $45,000 $50,400 $85,000 $13,000 $22,200 $60,000 $45,000

Erie Playhouse Susan Hirt Hagen Center for Organizational Research and Evaluation Crime Victim Center Safe Journey Gannon University TBA Early Connections Boys and Girls Club of Erie Family Services of NWPA

$20,000 $80,000

Early Connections Hamot Health Foundation

$180,000 $75,000

$53,600 $52,100 $60,000 $45,000 $30,000 $40,000 $30,000

TOTAL LOCAL INVESTMENT: $3,303,500 This publication was made possible by:

FOLLOW US

twitter.com/UnitedWayErie

WWW

MAIL US

420 West 6th Street, Suite 200 • Erie, PA 16507

VISIT US

UnitedWayErie.org

CALL US

814-456-2937

Thank you to Printing Concepts for their generous support in producing this publication.

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