2013 accomplishments Board chair and president A letter from the board chair I am often reminded that one of the greatest assets of our region is our United Way. As chair of the board, it has been my job to ensure that United Way of Greater St. Louis not only keeps its strong position in our community, but also develops a vision in concert with the needs and dynamics of our region. That’s why when Gary Dollar retired this year after 12 years as president and C.E.O., the board hired Orvin Kimbrough to take the helm. We are incredibly grateful to Gary Dollar and his tremendous impact on our community. To honor him, United Way’s executive committee named the United Way downtown headquarters the Gary C. Dollar building, which was made possible through the generous support of individual and corporate donors who contributed $2.1 million to pay off United Way’s mortgage.
This will commemorate Gary’s legacy and help position United Way to help more local people in the future. Looking back over 2013, I am pleased with our many achievements, including a record-breaking $72,254,028 fundraising campaign, and I’m grateful for a caring and generous community that is willing to help so many through United Way. This year was about transition; we have a lot to look forward to in the future. James D. Weddle United Way Board Chair 2011-2013 Managing Partner Edward Jones
A letter from the president It is a true honor to serve as president and C.E.O. of United Way of Greater St. Louis. This is not a position to take lightly – hundreds of thousands of local individuals and families rely on United Way each year. We exist to create the conditions so that all people in our region can live their best lives. In 2013, we built on a long legacy of helping people: • Raised $72,254,028 through our annual campaign • Admitted three new agencies — College Bound, Redevelopment Opportunities for Women and St. Clair County Child Advocacy Center • Brought Imagination Library to more than 1,400 children in United Way supported early childhood learning centers • Created a Men’s Leadership Society as part of our affinity group strategy, which also includes societies for women and African Americans, as well as multicultural and young individuals • Played a key role in tornado response efforts throughout our region
A common table United Way is a common table for our region. In an era of decreased resources and increased needs, our region must rethink how we approach issues. History tells us going it alone is less optimal than shared ownership, shared vision and collective action. United Way has partnered with other local funders to begin the journey of formalizing a cradle-to-career approach to help our youth achieve better outcomes. I am looking forward to working with all of our partner agencies, other key health, religious, academic, and economic development institutions in the region and you, our nearly 200,000 individual and institutional investors, on changing the discussion on how we help people live their best possible lives in the days, weeks, months and years ahead.
Orvin T. Kimbrough President and C.E.O. United Way of Greater St. Louis
2013 united way Executive committee Members Board Chair
committee Chairs
James D. Weddle
Ann Beatty, Ph.D.
Managing Partner Edward Jones
Organizational Development Committee Chair Founder and C.E.O. BEATTY
vice Chairs Mrs. Stephen F. Brauer Civic Leader
Brenda D. Newberry Chief Executive Officer Nesher, LLC
Charles R. Mueller
Janet M. Holloway
Illinois Division Auxiliary Board Chair Director, Infrastructure Development Ameren Illinois
Senior Vice President and Chief of Staff Monsanto Company
Joseph M. Schuler
President and C.E.O. Rx Outreach
Finance Committee Chair Senior Vice President and Controller Enterprise Holdings, Inc.
Tri-Cities Area Division Auxiliary Council Chair Business Leader, MasterCard Technologies MasterCard Worldwide
Ronald A. Fromm
David E. Stoecklin
Steven J. Brackney
Campaign Co-Chair Chairman of the Board Brown Shoe Company, Inc.
Juanita H. Hinshaw
Southwest Illinois Division Auxiliary Board Chair Executive Director Madison County Employment and Training Department
President, Publisher and Executive Editor The St. Louis American
Audit Committee Chair President and C.E.O. H&H Advisors
At-Large Members
Lawrence E. Thomas
David A. Peacock
Robert A. Soutier Greater St. Louis Labor Council, AFL-CIO
Dr. Donald M. Suggs
Partner Edward Jones
Treasurer Todd R. Schnuck President and C.O.O. Schnuck Markets, Inc.
Legal Counsel Thomas J. Minogue Chairman Thompson Coburn LLP
corporate secretary Valerie E. Patton Vice President, Economic Inclusion and Executive Director, St. Louis Business Diversity Initiative St. Louis Regional Chamber
United Way Officer Orvin T. Kimbrough President and C.E.O. United Way of Greater St. Louis
Marketing and Communications Committee Chair Chairman ShowMe Smoothie
David L. Steward Planned Giving Chair Founder and Chairman World Wide Technology, Inc.
Dayna M. Stock, Ph.D. Community Investment Committee Chair Manager, Sue Shear Institute for Women in Public Life University of Missouri – St. Louis
Douglas H. Yaeger Nominating Committee Chair Retired Chairman and C.E.O. The Laclede Group, Inc.
Auxiliary Board Chairs Karl Jones Tri-County Division Auxiliary Board Chair District Operations Manager United Parcel Service
Lynn Beckwith, Jr., Ed.D Endowed Professor of Urban Education University of Missouri – St. Louis
Gregory H. Boyce Chairman and C.E.O. Peabody Energy
Lynn Britton President and C.E.O. Mercy
Marilyn K. Bush
Michael R. Holmes, Sr.
David E. Janicke AT&T Retiree
Rodney W. Kinzinger Managing Partner Deloitte
Don G. Lents Chairman Bryan Cave LLP
Daniel J. Ludeman President and C.E.O. Wells Fargo Advisors
W. Stephen Maritz Chairman and C.E.O. Maritz Holdings, Inc.
Kathleen T. Osborn Executive Director The Regional Business Council
Cassandra Sanford Chief Executive Officer Kelly Mitchell Group, Inc.
Senior Vice President, Public Sector Banking Bank of America
Scott C. Schnuck
Gerald J. Carlson
Ellen Sherberg
Managing Partner KPMG LLP
Publisher St. Louis Business Journal
Robert J. Ciapciak
Suzanne Sitherwood
Partner Edward Jones
President and C.E.O. The Laclede Group, Inc.
Nancy E. Cross
Pat Smith-Thurman
Vice President SEIU Local 1
Co-Founder 10th Street Gallery
Jeffrey S. Fothergill
Charles A. Stewart, Jr.
Branch Manager Wells Fargo Home Mortgage
Vice President, Pension and Insurance Metro
Bruce B. Holland Chief Executive Officer Holland Construction Services, Inc.
Chairman and C.E.O. Schnuck Markets, Inc.
2013 united way supported agencies & allocations Alcoholic Rehabilitation Community Home Alliance on Mental Illness - NAMI St. Louis Almost Home, Inc. Alternative Opportunities, Inc. Alton Day Care & Learning Center, Inc. Alzheimer's Disease and Related Disorders Association, St. Louis Chapter American Cancer Society American Diabetes Association American Heart Association Greater St. Louis Chapter American Lung Association of the PlainsGulf Region, Inc. American Red Cross, Illinois Capital Area Chapter American Red Cross, Southwestern Illinois Chapter American Red Cross, St. Louis Area Chapter Amyotrophic Lateral Sclerosis Association St. Louis Regional Chapter Annie Malone Children and Family Service Center Arthritis Foundation, Heartland Region, Inc. Asthma and Allergy Foundation of America St. Louis Chapter Big Brothers Big Sisters of Eastern Missouri Big Brothers Big Sisters of Southwestern Illinois Boy Scouts of America - Abraham Lincoln Council Boy Scouts of America, Inc., Greater St. Louis Area Council Boys & Girls Club of Alton, Inc. Boys & Girls Club of Bethalto, Inc. Boys & Girls Clubs of Greater St. Louis, Inc. Boys & Girls Clubs of St. Charles County Bridgeway Behavioral Health, Inc. Calhoun County Council for Senior Citizens Call for Help, Inc. Cardinal Ritter Senior Services CASA of Southwestern Illinois Catholic Charities of Madison County Catholic Charities of St. Louis Catholic Family Services Inc. Center for Hearing & Speech Center for Women in Transition Central Institute for the Deaf Child Center Marygrove Children's Home + Aid Children's Home Society of Missouri Christian Social Services of Illinois College Bound
$73,390 $98,997 $97,713 $78,400 $27,500 $204,957 $1,365,037 $98,078 $962,659 $451,277 $16,000 $152,000 $3,785,142 $194,666 $358,767 $109,220 $104,780 $412,739 $90,425 $7,000 $1,612,599 $109,500 $68,000 $619,751 $204,540 $248,285 $6,500 $208,099 $461,867 $150,800 $380,618 $363,763 $562,722 $388,951 $59,766 $218,193 $517,790 $432,905 $157,877 $111,554 $50,000
Collinsville Area Meals On Wheels Collinsville Area Ministerial Association Community Care Center, Inc. Community Council of St. Charles County Community Link Community Living, Inc. Comtrea, Inc. Coordinated Youth and Human Services Cornerstone Center for Early Learning, Inc. Crider Health Center Inc. Crime Victim Advocacy Center of St. Louis Crisis Food Center, Inc. Delta Gamma Center for Children with Visual Impairments Emmaus Homes, Inc. Employment Connection Epilepsy Foundation of Missouri and Kansas Epworth Children and Family Services, Inc. Faith in Action Edwardsville / Glen Carbon Family Resource Center Fathers' Support Center, St. Louis Foster and Adoptive Care Coalition Gene Slay's Boys' Club of St. Louis, Inc. Girl Scouts of Central Illinois Girl Scouts of Eastern Missouri Girl Scouts of Southern Illinois Girls Incorporated of St. Louis Glen-Ed Pantry Good Samaritan House of Granite City, Inc. Good Shepherd Children & Family Services Grace Hill Settlement House Great Circle Guardian Angel Settlement Association Harris House Foundation Highland Area Christian Service Ministry Human Support Services Humanitri Illinois Center for Autism IMPACT CIL International Institute of Metropolitan St. Louis Jarvis Township Senior Citizens JDRF/Greater Missouri & Southern Illinois Jewish Community Center Jewish Family and Children's Service Jewish Federation of St. Louis Joe W. Roberts Youth Club Kids In The Middle, Inc.
$5,500 TBD $113,442 $123,459 $243,610 $215,034 $98,950 $178,282 $288,517 $491,921 $79,698 $57,000 $69,444 $184,396 $505,015 $81,194 $780,412 $7,500 $313,706 $148,639 $217,195 $296,941 $8,500 $505,951 $255,454 $504,729 $38,000 $50,420 $744,362 $728,140 $737,816 $382,513 $251,950 $39,000 $213,076 $194,376 $222,816 $38,000 $260,834 $8,500 $42,597 $1,174,864 $767,935 $180,475 $36,943 $256,027
Money allocated in 2013 to be distributed in 2014.
2013 united way supported agencies & allocations Kingdom House KUTO Kids Under Twenty One Land of Lincoln Legal Assistance Foundation Legal Services of Eastern Missouri, Inc. Lemay Child and Family Center Lessie Bates Davis Neighborhood House, Inc. Leu Civic Center, Inc. Lewis & Clark Council, Inc. Boy Scouts of America Life Skills Lincoln County Council on Aging Lupus Foundation of America Heartland Chapter Inc. Lutheran Child and Family Services of Illinois Lutheran Family and Children's Services of Missouri Lutheran Senior Services Macoupin Center for the Developmentally Disabled Madison County Urban League, Inc. Main Street Community Center, Inc. Mary Ryder Home Mathews-Dickey Boys & Girls Club Mental Health America of Eastern Missouri MERS/Missouri Goodwill Industries, Inc. MindsEye information Service Missouri Association for Social Welfare National Alliance on Mental Illness Southwestern Illinois National Council on Alcoholism and Drug Abuse St. Louis Area, Inc. National Kidney Foundation Inc. National Multiple Sclerosis Society Gateway Area Chapter Neighborhood Houses NextStep for Life, Inc. Northside Youth And Senior Service Center, Inc. Nurses for Newborns Foundation Oasis Women's Center Operation Blessing "People That Care" Inc. Paraquad, Inc. Phoenix Crisis Center, Inc. Provident, Inc. Queen of Peace Center Rebuilding Together SouthWest Illinois Redevelopment Opportunities for Women Riverbend Family Ministries, NFP Riverbend Head Start & Family Services, Inc. Safe Connections Saint Louis Crisis Nursery Saint Louis Effort for AIDS, Inc.
$672,105 $60,934 $373,865 $649,783 $244,377 $323,804 $156,688 $460,884 $253,482 $163,891 $49,905 $126,946 $736,452 $239,784 $48,000 $233,138 $16,000 $644,440 $444,729 $223,289 $656,520 $105,701 $26,362 $10,000 $457,617 $124,701 $292,824 $662,617 $117,726 $228,281 $163,438 $73,000 $52,500 $215,782 $55,390 $2,289,127 $66,782 $30,100 $50,000 $15,000 $86,500 $339,186 $162,568 $317,328
United Way of Greater St. Louis does not assess membership dues or fees to organizations participating as members.
The Salvation Army Scott Air Force Base Youth Programs Senior Services Plus, Inc. Sherwood Forest Camp, Inc. Society of St. Vincent De Paul, Edwardsville Society of St. Vincent De Paul of St. Louis SouthSide Early Childhood Center St. Clair Associated Vocational Enterprises, Inc. St. Clair County Child Advocacy Center St. John's Community Care St. Joseph Institute for the Deaf St. Louis Arc St. Louis Area Foodbank, Inc. St. Louis Society for the Physically Disabled St. Martha's Hall St. Martin's Child Center St. Mary's Special Services for Exceptional Children St. Patrick Center St. Vincent Home for Children Stella Maris Child Center Sudden Infant Death Syndrome Resources, Inc. Support Dogs, Inc. Tri-Cities Area Association for Handicapped, Inc. Turning Point United 4 Children United Cerebral Palsy Heartland United Services for Children University City Children's Center Urban League of Metropolitan St. Louis Violence Prevention Center of Southwestern Illinois Visiting Nurse Association Hospice Care Voices for Children VOYCE Webster Child Care Center at Laclede Groves Wesley House Association Women's Safe House Wyman Center, Inc. Young Men's Christian Association Greater St. Louis Young Men's Christian Association of Edwardsville Young Men's Christian Association of Southwest Illinois Young Men's Christian Association, Tri-City Area Youth and Family Center Youth In Need YWCA of Metropolitan St. Louis
$1,170,870 $36,263 $122,148 $405,099 $21,000 $102,934 $249,829 $124,579 $50,000 $32,500 $232,703 $277,082 $318,049 $172,159 $134,295 $204,611 $223,930 $240,431 $146,162 $279,837 $60,594 $150,487 $17,103 $122,072 $213,578 $907,467 $323,332 $170,588 $1,267,633 $152,099 $85,748 $136,236 $158,791 $185,013 $207,047 $162,782 $662,285 $1,602,581 $38,000 $266,408 $65,136 $478,445 $353,692 $907,256
Money allocated in 2013 to be distributed in 2014.
2013 balance Sheet statement of financial position
June 30, 2013
June 30, 2012
Cash and cash equivalents $ 11,141,164 $ Campaign pledges receivable 30,545,295 Allowance for uncollectible pledges (3,562,004) Other receivables and prepaid expenses 793,074 Certificates of deposit 2,000,000 Charitable remainder trusts 4,256,658 Assets restricted for temporary investment 2,797,890 Investments 20,029,976 Land, building, furniture and equipment 3,850,390 Assets restricted for permanent investment 8,244,356 Total Assets $ 80,096,799 $
6,828,804 32,686,836 (3,537,116) 1,461,439 4,000,000 3,670,737 1,838,849 17,185,360 3,972,291 7,940,350
Assets
76,047,550
liabilities and net Assets
Liabilities Accounts payable and accrued expenses $ 867,573 $ 799,232 Current portion of long-term debt 153,797 147,725 Payable to United Way Worldwide 276,284 272,588 Allocations payable 28,310,168 28,120,277 Donor designations payable 714,500 718,152 Long-term debt 2,070,418 2,224,215 Pension plan and post-retirement plan liabilities 3,387,550 3,594,258 Total Liabilities 35,780,290 35,876,447 Net Assets Unrestricted: Board designated 482,400 587,201 Investment in land, building and equipment 1,626,175 1,600,351 Available for operations 23,735,486 20,557,359 Total Unrestricted 25,844,061 22,744,911 Temporarily restricted 10,228,092 9,485,842 Permanently restricted 8,244,356 7,940,350 Total Net Assets 44,316,509 40,171,103 Total Liabilities And Net Assets $ 80,096,799 $ 76,047,550
Full financial statements: Complete June 30, 2013, audited financial statements available at www.stl.unitedway.org/who-we-are/our-reports/
2013 income statement statement of activities Temporarily Permanently Unrestricted Restricted Restricted 2013 Total 2012 Total Public Support, Revenue, Gains And losses Public Support Annual campaign $ 68,625,825 $ 2,733,746 $ — $ 71,359,571 $ 70,385,086 Donor designations (3,929,987) — — (3,929,987) (3,586,368) Provision for uncollectible pledges (2,387,097) (48,762) — (2,435,859) (2,230,690) Net Annual Campaign 62,308,741 2,684,984 — 64,993,725 64,568,028 Estate, trust and other contributions 627,703 5,922,485 — 6,550,188 5,705,624 Total Public Support 62,936,444 8,607,469 — 71,543,913 70,273,652 Revenue, Gains And Losses Net realized gains on investments 25,648 31,003 — 56,651 35,503 Net unrealized gains (losses) on investments 1,609,421 341,371 — 1,950,792 (23,297) Unrealized gain on interest rate swap agreement 60,647 — — 60,647 31,268 Investment income 532,274 101,732 — 634,006 569,140 Change in value of split-interest agreements — 585,921 304,006 889,927 (46,479) Total Revenue, Gains and Losses 2,227,990 1,060,027 304,006 3,592,023 566,135 Net Assets Released From Restrictions 8,925,246 (8,925,246) — — — Total Public Support, Revenue, Gains And Losses 74,089,680 742,250 304,006 75,135,936 70,839,787 Allocations And Expenses Gross funds awarded to agencies 56,645,061 — — 56,645,061 55,685,190 Donor designations (3,929,987) — — (3,929,987) (3,586,368) Other programs and grants 6,298,170 — — 6,298,170 6,182,928 Allocations to agencies and other programs 59,013,244 — — 59,013,244 58,281,750 Other Program Services: Allocations/Grant-making 1,713,866 — — 1,713,866 1,501,505 Community Initiatives 957,867 — — 957,867 549,036 Community Services 948,819 — — 948,819 873,947 2-1-1 2,319,592 — — 2,319,592 2,537,544 Total Program Services 64,953,388 — — 64,953,388 63,743,782 Supporting Services: Fundraising 5,059,853 — — 5,059,853 4,424,436 Management and general 1,623,856 — — 1,623,856 2,241,340 Total Supporting Services 6,683,709 — — 6,683,709 6,665,776 Total Allocations And Expenses 71,637,097 — — 71,637,097 70,409,558 Increase In Net Assets From Operations 2,452,583 742,250 304,006 3,498,839 430,229 Pension And Postretirement Plan Changes Other Than Net Periodic Benefit Costs 646,567 — — 646,567 (1,137,497) Increase (Decrease) In Net Assets 3,099,150 742,250 304,006 4,145,406 (707,268) Net Assets - Beginning Of Year 22,744,911 9,485,842 7,940,350 40,171,103 40,878,371 Net Assets - End Of Year $ 25,844,061 $ 10,228,092 $ 8,244,356 $ 44,316,509 $ 40,171,103 Full financial statements: Complete June 30, 2013, audited financial statements available at www.stl.unitedway.org/who-we-are/our-reports/