United Way of Skagit County focuses community investment to create sustainable, positive change in people’s lives. As a Board, we recite our mission statement at the start of each meeting to assure our focus is firmly on our task at hand. Part of that job in the past year has been to examine our role to detail exactly how we can deliver on our highly important mission. We are working hard to ensure that you, our donors, know just what a difference you are making in our mission with your investment in our community. This is accomplished by using our community impact model with a focus on our building blocks for a good quality of life:
Education, Income and Health. This year we established our Key Influence Sectors of early learning, financial stability and healthy, safe living within these building blocks. This was done with the feedback from conversations with community leaders, county officials, donors, interested individuals and using Skagit County Health Statistics. Our journey to deliver on our mission requires partnerships, shared goals and meaningful measurements to show we have, in fact, made “Sustainable, Positive Change in People’s Lives.” Live United.
Vice President/ Secretary
Treasurer/ Finance Chair
Community Impact Chair
Resource Development Chair
City of Burlington, Sanofi US
North Coast Credit Union
Kari Ranten
Skagit Regional Health, United Way Board President
Debra Lancaster
Executive Director United Way of Skagit County
2014 -15 OFFICERS President
Kari Ranten
Skagit Regional Health Past President
Maureen Lama
Bill Aslett
Marketing Chair
Deb Davis-Bundy
Terry Belcoe
Skagit Publishing
Corey Ertel Shell Puget Sound Refinery
Sue Krienen
Shell Oil Products US
PROforma Creative Printing Solutions
2014 -15 Board of Directors Suzy Ames
Annie Di Meo
Jennifer Larson
Kevin Paul
Will Reichardt
Tiffany Urland
Skagit Valley College
KAPS/KBRC Radio
Mount Vernon School District
Swinomish Tribal Council
Skagit County
Cascade Natural Gas
James Tangaro
George Welch Shell Puget Sound Refinery USW 12-591
Phil Brockman
Marie Erbstoeszer
Sedro-Woolley School District
Health Care Planning Administration
Barb Lowery
Kristia Poppe
Retired Banker
Skagit Bank
Tesoro Refining and Marketing Company
Ann Caldwell
Lisa Janicki
Andrea Martin
Greg Reed
Les Tokarchuk
Linda Wise Miller
US Bank
Janicki Industries
Opus Bank
Auto/RV Repair
Connie Davis
Jennifer Johnson
Darlene Mindrum
United General District 304
Northwest Career & Technical Academy
Skagit Regional Health
Skagit County
Northwest Career & Technical Academy
Kyle Reep
Skagit Bank
United Way of Skagit County
Carla Tucker
D.A. Davidson & Co.
2
2014-15 Annual Report
Shirley Yap Shell Puget Sound Refinery
Community Investment 2014-15 EDUCATION Program Title
Adult Education / Literacy Camp Kirby Day camp Child Care Scholarships Classic Club Environmental Education Family Support Services Four programs serving youth & families Girl Scout Program Latino Engagement Preschool Retired Senior Volunteer Program (RSVP) Scouting Self-Reliance Courses Youth Education & Violence Prevention
INCOME
Program Title
Asset Building/Financial Stability Critical Needs Disaster Services Disaster Services Empowerment thru Employment Housing & Homeless Prevention Summerlynd Home Builds Transitional Living Program Youth Independent Living Skills
HEALTH
Program Title
2-1-1 Adult Dental Care Access Camp Kirby Resident camp Child Abuse Prevention Community Support Food & Transportation Food & Transportation Food Distribution Center Girls on the Run Ideas for Living Keep a Heart Beating LiveStrong Meals on Wheels Medical Encounters Mobile Food Delivery Oasis Teen Shelter Take a Bite for Skagit Teen Service / Leadership Y Membership Scholarship Youth Restorative Justice Program
COLLECTIVE Program Title
Agency
Amount
Community Action of Skagit County Camp Fire Samish Council Skagit Valley Family YMCA Camp Fire Samish Council Camp Fire Samish Council Catholic Community Services North Cascades Health Girl Scouts-Mt. Baker Skagit Domestic Violence & Sexual Assault Svcs. Skagit Preschool and Resource Center (SPARC) Volunteers of America Boy Scouts - Mt. Baker Camp Fire Samish Council Skagit Domestic Violence & Sexual Assault Svcs.
$11,500 $800 $3,500 $3,000 $800 $12,000 $4,500 $9,000 $10,500 $20,000 $3,750 $10,000 $800 $15,000
Agency
Amount
Agency
Amount
Community Action of Skagit County Community Action of Skagit County American Red Cross - Island American Red Cross - Mt. Baker Chinook Enterprises Community Action of Skagit County Skagit Habitat for Humanity Northwest Youth Services Youthnet
Volunteers of America Community Action of Skagit County Camp Fire Samish Council Brigid Collins - Skagit Family Support Mount Vernon Community Wellness Bread of Life Concrete Food Bank Community Action of Skagit County Skagit Valley Family YMCA Community Action of Skagit County Foundation of District 304 Skagit Valley Family YMCA Skagit Council on Aging Sea Mar Community Health Centers Helping Hands Food Bank Skagit Valley Family YMCA Community Action of Skagit County Camp Fire Samish Council Skagit Valley Family YMCA Volunteers of America
$11,000 $8,000 $4,800 $19,000 $18,000 $15,000 $7,500 $16,500 $17,500
$8,000 $10,000 $3,000 $11,000 $4,500 $7,500 $6,500 $26,000 $2,000 $10,800 $5,000 $3,000 $27,000 $11,500 $8,000 $16,000 $2,000 $2,500 $8,000 $9,000
Collective Impact Work Resources Youth United Non-Profit Trainings Early Learning Data Research and Calendars Volunteer Resources Professional Development Enhancement
United Way of Skagit County United Way of Skagit County United Way of Skagit County United Way of Skagit County United Way of Skagit County Child & Family Consortium
Agency
Amount
Donor Restricted Designations
Various
$235,204
United Way of Skagit County
3
2014-15 Annual Report
$179,960 $7,872 $13,717 $3,030 $7,584 $2,500
Volunteers live United Skagit Bank staff volunteering at the Skagit Food Distribution Center in Sedro-Woolley
2014-15 Campaign Loaned Executives Loaned Executives and their employers make a significant commitment to the community by volunteering time and talent, increasing the magnitude and breadth of workplace giving campaigns, and advocating for positive lasting change in Skagit County. Kara Ney
Max Collette
Tara Havard
Washington Federal
Skagit Valley College
Tesoro Refinery
Becky Taft
Roosevelt Smith, Jr
Jeff Gabert
Skagit Bank
YMCA
Shell Puget Sound Refinery
Nona Larson PACCAR Technical Center
(L-R) Philip Prud’homme (staff), Debra Lancaster (staff), Kara Ney, Becky Taft, Roosevelt Smith, Jr., Tara Havard, Max Collette, Nona Larson
2014-15 Volunteer Award Winners
Ted Reep Award
Volunteer of the Year
Extra Mile
Extra Mile
Sue Krienen
Les Tokarchuk
Suzy Ames
Darlene Mindrum
Shell Oil Products US
Auto/RV Repair
United Way of Skagit County
Skagit Valley College
4
2014-15 Annual Report
NW Career & Technical Academy
First Planned Gift
She wanted to see the results of her legacy in action – Sue Krienen, United Way board member and a regional director for Shell, decided to split her One Million Dollar gift to United Way. Half now and half as a bequest. “It really makes sense to do (half ) now. I want to see the impact on our community now and well into the future….that is the legacy I want to leave.” She pledged $100,000 a year for the next five years, and another half a million in her will. Sue’s gift funds coordination of Early Learning efforts so that ALL children in Skagit County are ready to learn when they start school.
“It always comes back to what you are passionate about...(through philanthropy), you are transmitting your hopes, and keeping them going in the future.” ~ Paul Allen The time is now to build a planned giving program to strengthen early learning opportunities, encourage healthy choices in nutrition and exercise, and empower financial stability for all in Skagit County. Gifts can be immediate or deferred: bequests; life insurance; stocks & bonds; IRA or 401K distribution; and charitable trusts are some ways to leave a legacy.
2014-15 Financial Report Support Corporations/Foundations $400,728.42 Individuals $684,669.08 Legacy Gift Pledge $398,393.70 Revenue adj. for uncollectible pledges ($22,899.02) Results of Total Campaign Efforts
$1,460,892.18
Revenue Sponsorships $15,500.00 Legacy Gift $101,606.30 Other Revenue $17,734.00
Total Support & Revenue
$1,595,732.48
Expenses: Program $814,803.31 Management $89,558.50 Fundraising $90,259.30
Total Expenses
$944,621.11
In-Kind Support Received $49,885.50
United Way of Skagit County
5
2014-15 Annual Report
2014-15 Top WorkPlace Campaigns Workplace campaigns include all donations made by employees as part of United Way’s fundraising efforts regardless of nonprofit recipient. In descending order. Shell Puget Sound Refinery & Foundation Tesoro Refining & Marketing Co. Employees & Foundation The Boeing Company & Employees Community Fund PACCAR Inc. Employees & Foundation Costco Wholesale Sedro-Woolley School District Mount Vernon School District
Skagit Regional Health Draper Valley Farms Skagit Bank Puget Sound Energy Employees & Foundation US Bank Employees & Foundation United Parcel Service Skagit County Government Sea Mar Community Health Centers Anacortes School District
Washington Federal Macy’s Regence BlueShield Northwest Educational Service District 189 Burlington-Edison School District FedEx Cargill Community Action of Skagit County Cascade Natural Gas Corporation
Operating with the Highest Level of Integrity Governance
We are governed by an active, responsible, and voluntary Board of Directors to ensure effective governance over the policies and financial resources of the organization.
Ethics
We follow a locally adopted code of ethics for volunteers and staff that include provisions for ethical management, publicity, fundraising practices and full and fair disclosure.
Diversity
Financial Accountability
We undergo annual financial audits conducted by an independent certified public accountant whose examination complies with generally accepted auditing standards.
We have adopted policies/statements to ensure volunteers and staff broadly reflects the diversity of the community we serve.
Performance Excellence
Every three years, we conduct a selfassessment of our governance, financial management and impact in the community for United Way Worldwide.
Legal
We comply with all applicable local, state and federal operating and reporting requirements. We are tax-exempt under Section 501(c) (3) of the Internal Revenue Code.
Public Reporting and Disclosure
We file our IRS Form 990 in a timely manner and post it on our website for public disclosure.
In-Kind & Sponsors $10,000 - $30,000
$1,000 - $9,999
$500 - $999
KAPS/KBRC The Boeing Company United Way Worldwide
Cascade Natural Gas Corp. EDASC Maureen Pettitt Padgett & Padgett, PLLC Swinomish Casino & Lodge
Banner Bank Columbia Bank ID Technologies Kevin Paul Carvings Landed Gentry Skagit Community Foundation
Businesses & Organizations Corporate Leadership Gifts $ 40,000 – $ 100,000
$ 1,000 – $ 9,999
Shell Foundation
Cargill ChemTrade Solutions Costco Wholesale Enterprise Rent-a-Car FedEx JH Kelly, LLC North Coast Credit UnionMount Vernon Peoples Bank PROforma Creative Printing Solutions
$ 10,000 – $ 39,000 Draper Valley Farms PACCAR Foundation Puget Sound Energy Foundation Skagit Bank Tesoro Foundation The Boeing Company
Regence BlueShield Sanofi US Skagit Farmers Supply Target United Parcel Service US Bank Foundation USW Local 12-591 Washington Federal Williams Companies Fund Williams Gas Pipeline
United Way of Skagit County
6
$ 500 – $ 999 Barrett Financial, LTD BNSF Foundation Cascade Dental Comcast Foundation JCPenney Kohl’s Macy`s
2014-15 Annual Report
National Frozen Foods Stowes The Arthur W. Perdue Foundation, Inc. Walmart #2596
2014-15 Individual Leadership Gifts
Tocqueville $ 10,000 +
Dr. Carl Berliner Claude Blackburn & Family Susan Krienen Anonymous (1)
Red-Tailed Hawk $ 5,000 - $ 7,499
Debra & Doug Lancaster Guy Masters Thomas Rizzo Mark & Cecilia Spahr James Tangaro
Peregrine Falcon $ 2,500 - $ 4,999
Cheryl Bishop Ann Caldwell Lea & Gregg Davidson Glen Gallo Mike & Mary Killien Richard Moldenhauer Burton Newbry Pepper Family Fund Herbert Rubin George Welch Chet Yeo Chris & Helen Zimmerman Anonymous (1)
Trumpeter Swan $ 1,000 - $ 2,499
Mary Allen Mark Asmundson Terry Belcoe Dan & Susan Berentson Kevin & Deana Bingham Dr. Patti and Michael Brettell
Douglas Bruland Betty Burton Heather Calvin Richard Clasen Benjamin Clawson Kenneth Codlin Dr. Robert Coffey & Dr. Deborah North Michael Daou Tara Dowd & Steve Nelson Loyd & Joan Frazier Robert Gruber Mark D. Hansen Steve & Trish Henery Robert & Tracey Huntley Mike & Lisa Janicki Will & Jennifer Larson Kirk Loy Joseph Luciano Andrea & Terry Martin Anita & Charles McCarthy Kyle McNair William Mercer Irene Millay Tim Miller & Linda Wise Miller Elizabeth Morgan Anne Marie Morse Mark & Gayle Nilson Greg Peck Daniel Peek Trevor Phelps Spencer Pridgen Tim Quiggle William & Wendy Rabel Kari & Steve Ranten Stacy Rice Richard & Nancy Robblee Diane Rusher Kim Sanford Jennifer Schoffstall Sigrid Schumacher Kate Scott Dave Shields Kent Smith Philip Stephenson Robb & Carrie Stewart Kevin & Ann Tate William and Krista Thomas Kelly Tuohig Tom and Tiffany Urland John & Allison White Wilkinson Family Fund Stephen Williams Susan Wilson & Eric Hall Jeffrey Zeiger Anonymous (12)
Blue Heron
$ 750 - $ 999 Jim & Debbie Allen Lynne & Joe Blanford Phil and Tamera Brockman Jody Carlisle Sandy & Mary Carter Ken & Flo Dahlstedt Alan & Yaneth Daniels Deb Davis Bundy John & Marie Erbstoeszer Clifford Finkbohner Therese Holm Jeff & Diana Holmes Dr. Jerry Jenkins Patrick Maddox McCammant Family Richard and Eiren McKay Kenneth Patnode Jason Schmidt Kevin & Kaela Schwitter Bob & Bonnie Warnecke Ron & Jan Wesen Anonymous (5)
Snow Goose $ 500 - $ 749
Berniece Aarstad Suzanne Ames Charlie and Leanna Anderson Bill & Vicki Aslett Mark & Karen Backman The Batz Family Kelly Bauer Ken & Laure Bergsma Alger Billings Mark Boger Brian Bressler Carol & Jim Browder Peter & Laurel Browning Carl & Carmen Bruner Fred Buckenmeyer Troy Buechler Tom Byers Laura Cailloux & Andrew Ross Mark Campbell John H. Carr Valerie Christensen Dr. Pauline Cline Sean Cornett Mike & Dianne Crawford Sheri Croll Mark Crowe
Jay Cullup Curt Danilson Jake Davidson Jim and Sharon Dillon Paul Dixon Mary Ann Douglas Nathan & Jonna Dunham Kirk Dunn Sarah Eacret Mark & Sandra Eaton David & Aree Entenmann Darren Erickson Cory Ertel Marc & Pam Estvold Michael & Denise Evans Mark Fischer Brett Fontes Jim Ford John & Gail Fotheringham John Gallagher Steve Garey Tristan Gavin Audrey Gravley Wendell Griggs Jack & Claudette Gubrud Sharon Hale The Rt. Rev. Sanford & Mari Hampton Paul Hancock Bryan & Carol Harrison Betty and Darrell Heisler Bill & Amanda Henkel Carl Hergart Kay Hoffman Tim & Pat Halloran Steven Jahns Cecilia Johnson Jennifer Johnson Scott Johnston Lucy Kesterson Steven Koeffler Caleb Koorn Henk & Sue Kruithof Thomas LaCroix Nona Larson Barbara Leander Jim Lippert James Lowe Barb Lowery Wendy Lucas Michael Lytton Deborah Martin Patsy Martin Robert Martin Linda McAdams David McCallum Kimberly McCarn John & Ruth McDermott
Christina McGee Lori McLeod Medcalf Family Darrell Minaker Darlene Mindrum & Roger Kelley Cheryl Mitchell Evelyn Morse Judy Norton Worth & Lisa Norton Randy Otto Sandi Paciotti Gary & Karen Parnell Gary Pea Kathleen Peterson Amy Phillips Nicole Preston & Kelsey Miner Samuel Pritchett Philip Prud`homme & Michelle Stahl Randy & Lynn Rabenstein Gyna Ramig Greg & Lou Ann Reed Kyle & Kelly Reep Will & Diane Reichardt Denise Runyan Ray & Jeanie Schemm Rick & Jean Seater Jerry Sells & Linda Larson Anthony & Catherine Senff Eric Shen & Betty Carteret Tom & Tina Shields Mendrell Silva Maryl E. Skjei Patricia Small Patricia Smith-Walz Jason Smolsnik Keith & Cyndi Sorestad Jenifer Suffridge Dr. Joni Swanson Becky & John Taft Chad & Tracy Tesarik Cecil Thomas Kathleen Thomson Rhonda Tingley Clark & Sally Todd Lin & Carla Tucker Bertrand Turgeon, Jr. Steven & Rebecca Wade Bob & Jennifer Walton Mark Wenzel Sara Young & Wade Melton Mike & Jeanne Youngquist Anonymous (26)
Any missing or misspelled names are unintentional. Please write or call the United Way office so errors can be corrected.
United Way of Skagit County
7
2014-15 Annual Report
Youth United
Varsity in Volunteering SEDRO-WOOLLEY High school
CONCRETE High school
Helping teens develop positive connections to adults in the community, learn leadership skills and improve their self-confidence: these are the goals of Youth United. This United Way of Skagit County funded program brings youth volunteers into their community and instills the spirit of volunteerism into
Lesley Kratzer
BURLINGTON-EDISON High school
Vice President of the Burlington-Edison club.
www.unitedwayskagit.org
831 South Burlington Blvd PO Box 451 Burlington, Washington 98233
a new generation. Youth United is currently offered at three high schools – Sedro-Woolley, Concrete, and Burlington-Edison – where students who volunteer at least 100 hours earn a Varsity Letter. Last year, over 80 students contributed over 4000 hours of volunteer work in their schools,
local business and nonprofits. Volunteer projects included preparing US troop care packages and cooking a meal for Friendship House guests. Students also volunteered at nonprofits including The Humane Society, Community Action’s Food Distribution Center, and local Boys and Girls clubs.
Before Youth United I had no leadership experience but since being voted Vice President of the Burlington-Edison Youth United club, I knew it was a chance to make a difference. I not only wanted to establish myself as a role model for my high school but for my community. Youth United is a dedicated group of students making a large impact through their involvement in the community. This involvement has created a spirit of generosity in our younger generation, which will lead to a lifelong passion of giving back to our home.