UNITED WE WIN. 20
17 A RT NNUAL REPO
2017 ANNUAL REPORT
United Way of Southwest Virginia FIGHTS FOR THE HEALTH, EDUCATION AND FINANCIAL STABILITY of every person in Southwest Virginia because they are the building blocks for a good quality of life.
TABLE OF CONTENTS LETTER FROM THE CEO
3
ABOUT US 4 HEALTH Initiatives
7
Feature
8
Partnerships
10
EDUCATION
Childhood Success Initiatives
13
Youth Success Initiatives
15
Feature
16
Partnerships
19
FINANCIAL STABILITY Initiatives
21
Feature
22
Partnerships
22
2017 FINANCIALS 24 GAME-CHANGERS
2017 Partners
27
2017 Leadership Donors
28
10 Most Generous Workplaces (Employee Giving)
29
2017 Volunteer Recognition
31
2018 Impact Award Recipients
31
2017 Board Recognition
32
HEALTH EDUCATION FINANCIAL STABILITY UNITED WE FIGHT. UNITED WE WIN. United Way of Southwest Virginia fights for the health, education and financial stability of every person in our community. WE WIN BY LIVING UNITED. By forging unlikely partnerships. By finding new solutions to old problems. By mobilizing the best resources. And by inspiring individuals to join the fight against their community’s most daunting social crises.
LETTER FROM THE CEO United Way has been in Southwest Virginia for more than 50 years. Needs have shifted during this time, and we have responded to those needs. Over the last few years, we have adjusted our work and shifted our focus from treating symptoms to addressing root causes. We have moved from being recognized as a premier fundraiser and distributor to an organization focused on preventative efforts as this produces a greater return on investment of generous resources provided by many of you. In addition to this shift in thinking, we have taken a more regional approach, providing programs and services to 14 counties and 3 cities, leveraging our region’s strengths and collective assets. This has allowed us to bring unparalleled existing resources and proven results, combined with existing key relationships, to successfully scale effective and successful region-wide initiatives.
We are more than fundraisers. We are hand-raisers. We are game-changers. We continue to fight for the health, education, and financial stability of every person in Southwest Virginia through an initiative-based cradle-to-career approach. We are creating sustainable solutions to address the challenges facing tomorrow’s workforce, but we cannot do this alone. The achievements highlighted in this report would have not been possible without the assistance of many individual, corporate, community, and government partners, and we are incredibly grateful for your support. As we move eagerly to the challenges ahead, we are making positive progress in every corner of the region. We know that these issues are tough and will require tough work, and that change doesn’t happen alone. Together, we are driving the much needed generational change for the future of the region. With your support, we will continue fighting to create lasting change that impacts countless lives, making Southwest Virginia the best place to live, work and raise a family. To all of our partners, volunteers, donors, and advocates, thank you for making 2017 another great year. UNITED WE FIGHT. UNITED WE WIN. Travis W. Staton President and CEO United Way of Southwest Virginia
unitedwayswva.org 3
United Way of Southwest Virginia fights for the health, education and financial stability of every person in Southwest Virginia because they are the building blocks for a good quality of life. Through an initiative-based cradle-to-career approach, United Way of Southwest Virginia is creating sustainable solutions to address the challenges facing tomorrow’s workforce. United Way convenes cross-sector partners to make an impact on the most complex problems in our region. Through collaboration with government, business, nonprofit and individuals, United Way innovates for positive, lasting social change. With a footprint that covers nearly 15% of the state of Virginia, United Way of Southwest Virginia programs and initiatives serve the counties of Bland, Buchanan, Carroll, Dickenson, Giles, Grayson, Lee, Russell, Scott, Smyth, Tazewell, Washington, Wise, and Wythe, and the cities of Bristol, Galax, and Norton. For more information about United Way of Southwest Virginia, visit www.UnitedWaySWVA.org.
GILES BUCHANAN DICKENSON WISE CITY OF NORTON
LEE
Service area
4 unitedwayswva.org
TAZEWELL RUSSELL
BLAND
WYTHE SMYTH
SCOTT
CARROLL
WASHINGTON CITY OF BRISTOL
GRAYSON
CITY OF GALAX
Additional areas in which United Way of Southwest Virginia programs and initiatives are offered
“
The United Way slogan says so much: ‘United we fight. United we win.’ The United Way strives to improve lives of so many through many different avenues.” — B RENDA SUTHERLAND Leadership Giver
unitedwayswva.org 5
“
My goal is always to teach the kids something physically active that they will enjoy enough to keep doing for life.”
—C INDY BURKETT Health and Physical Education Instructor Chilhowie Elementary | Smyth County Schools, HCAT Partner
HEALTH
HEALTH United Way of Southwest Virginia is fighting for the health of the region by promoting healthy eating and physical activity, expanding access to quality health care, lowering
EDUCATION
the cost of prescription medications, building a more resilient community, and integrating health into early childhood development.
OUR HEALTH INITIATIVES HCAT
FINANCIAL STABILITY
The Healthy Community Action Team’s current program links elementary school students in Smyth County to physical activities (biking, fishing, golf, disc golf and swimming) and outings that align with Southwest Virginia’s abundant natural resources and recreational infrastructure.
FamilyWize
FamilyWize improves the health and well-being of individuals, families and communities through its partnerships with more than 100,000 community organizations to make prescription medication more affordable and more accessible for all.
UNITED WE FIGHT. UNITED WE WIN.
The HCAT is part of a grant initiative awarded by the Virginia Foundation for Healthy Youth.
Al’s Pals Al’s Pals is a comprehensive curriculum and teacher training program that develops social-emotional skills, self-control, problem-solving abilities, and healthy decision-making in children ages 3–8 years old.
Backpacks Unite
Backpacks Unite provides nutritious weekend meals during each school year to over 1,000 elementary and middle school aged students throughout Southwest Virginia ensuring that students come to school Monday ready to learn and ready to succeed.
The Al’s Pal’s program is part of a grant initiative awarded through the Virginia Foundation for Healthy Youth.
Uniting for Play United Way of Southwest Virginia created the Uniting for Play grant initiative to develop and improve local partner programs that involve children in active play to reduce obesity and limit screen time.
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HEALTH FEATURE: HEALTHY EATING AND ORAL HEALTH PROJECT United Way of Southwest Virginia Community Investments improve the quality of life in Southwest Virginia. Each year we identify investment priorities and initiatives in health, education, and financial stability and partner with local agencies to provide services across the region. Mountain Empire Older Citizens received a community investment for their Healthy Eating and Oral Health Project in Wise, Scott, Dickenson, and Lee counties and the city of Norton.
Program participants, Jim* and Nancy,* were experiencing pain and discomfort because of their teeth. They did not have a dentist, insurance, or money for dental work. Mountain Empire Older Citizens Family Support Worker, Sheila Davis, referred them to the RAM Health Clinic to receive free oral health services, including teeth extraction, fillings and cleanings. Before and after receiving services, they were provided with toothbrushes, toothpaste, floss and oral health handouts such as Building Healthy Smiles, Taking Care of Young Children’s Teeth, and Water Health. Jim and Nancy also received toothbrushes and toothpaste for their son at parent group meetings. They told Sheila they didn’t realize how fast teeth can start to decay when you don’t take proper care of them. Jim and Nancy now have healthy teeth, consume less sweets, and brush twice a day. The Healthy Eating and Oral Health program makes an impact on the oral health of members of the community of all age ranges through education about the practice of good oral health care and by providing preventive oral health treatments. * Names changed to shield personal identities.
“
Not only has the program impacted the oral health of the parents but now they also know how to practice good oral health care with their son.”
—S HEILA DAVIS Family Support Worker, Mountain Empire Older Citizens, Healthy Eating and Oral Health 8 unitedwayswva.org
MEALS PROVIDED through Backpacks Unite
$332,790
on prescriptions through our FamilyWize partnership
1,036
3RD–5TH GRADE STUDENTS participated in our HCAT curriculum of lifestyle wellness activities
2,618 people impacted by our community investments in health
554 children enrolled in Al’s Pals in 32 different early childhood classrooms completed an average of 15 lessons each
59 early educators
trained to build social emotional awareness and skills and prevent the use of tobacco, alcohol, and illegal drugs
Dickenson Community Hospital volunteers preparing to pack bags of food for Backpacks Unite.
HEALTH
228,312
We saved residents of Southwest Virginia
2017–2018 PARTNERSHIPS Healthy Communities Action Team (HCAT) Members Dennis Carter, Superintendent of Schools Smyth County Public Schools James Christian, Program Lead SWVA Program of Project Healing Waters Sarah Gillespie, Director Smyth County Chamber of Commerce Brian Martin, Town Manager Town of Saltville Aaron Sizemore, Executive Director Mt. Rogers Planning District Commission George Owens, Smyth County HCAT Manager United Way of Southwest Virginia Travis Staton, President and CEO United Way of Southwest Virginia
Healthy Communities Action Teams (HCATs) Atkins Elementary
Rich Valley Elementary
Chilhowie Elementary
Saltville Elementary
Marion Elementary
Sugar Grove Elementary
Oak Point Elementary
Partner Projects (Community Investment Grants) Healthy Eating and Children’s Oral Health Project by Mountain Empire Older Citizens (Dickenson, Lee, Scott, and Wise counties and city of Norton) Oral Health Education Project by LENOWISCO Planning District Commission (Lee, Scott, and Wise counties and city of Norton) Uniting for Play Projects Playground Construction by Dante Community Association (Russell County) Playground Construction by Giles County FOCUS Special Needs Field Day by Smyth County Special Games Playground Construction by Sugar Grove Elementary (Smyth County) Playground Construction by Town of Dungannon (Scott County)
Backpacks Unite Schools
Al’s Pals Schools North Tazewell Elementary
Buchanan County Head Start, Council
Castlewood Elementary
Northwood Middle
Cedar Bluff Elementary
Oakland Elementary
Buchanan County Head Start, Home-based
Clintwood Elementary
Raven Elementary
Copper Creek Elementary
Rhea Valley Elementary
Ervinton Elementary
Richlands Elementary
Fairview Elementary
Richlands Middle
Glade Spring Middle
Ridgeview Middle
Gladeville Elementary
Riverview Elementary/Middle
Greendale Elementary
Saltville Elementary
Buchanan County Head Start, Twin Valley (2 classrooms)
High Point Elementary
Sandlick Elementary
Kids Central, Esserville
Honaker Elementary
St. Paul Elementary
Kids Central, Haysi
John I. Burton High
Swords Creek Elementary
Kids Central, Monte Vista
Lebanon Elementary
Tazewell Elementary
Kids Central, Nita Bond, Coeburn
Lebanon Middle
Tazewell Middle
Lee County Head Start, Rose Hill
Lebanon Primary
Watauga Elementary
Meadowview Elementary
Wise Primary
Mountain CAP, Marion Head Start (2 classrooms)
Buchanan County Head Start, Hurley (2 classrooms) Buchanan County Head Start, J.M. Bevins Buchanan County Head Start, Riverview
Mountain CAP, Max Meadows Head Start (2 classrooms) Mountain CAP, Rural Retreat Head Start
Backpacks Unite Sponsors Abingdon Rotary Club
Oakland United Methodist Church
People Inc., Abingdon Child Development Center (3 classrooms)
Camp Zion Church
Pleasant View United Methodist Church
People Inc., Benhams Head Start (3 classrooms)
St. Mary’s Catholic Church
People Inc., Givens Head Start
Dickenson County Behavioral Services
Twin County Regional Hospital
Rooftop of Virginia, Cana (2 classrooms)
Dickenson County Food Bank
Universal Fiber Systems
Friendship Baptist Church
UPS Richlands
Highlands Fellowship, Marion Campus
Washington Chapel United Methodist Church
Kingsway Baptist Church
Wise Primary Volunteers, Lunchbox 276
Carilion Tazewell Community Hospital
Main Street United Methodist Church
United Way of Southwest Virginia
Rooftop of Virginia, Galax Head Start (3 classrooms) Scott County Head Start, Duffield (2 classrooms)
Mt. Olivet Methodist Church New Peoples Bank
unitedwayswva.org 11
HEALTH
Belfast Elementary
“
My second child attended a Virginia Quality rated center and was so far ahead of my first child at the same age. The center has skilled care providers who help children with their development.”
— L EVI TIGNOR Parent of Child at Virginia Quality Participating Provider
HEALTH EDUCATION United Way of Southwest Virginia is fighting for the education of the region by making sure children and youth can start school ready to succeed, become proficient readers
FINANCIAL STABILITY
at a young age, stay on track in middle school, earn their high school diploma, and pursue a higher education or career.
OUR EDUCATION INITIATIVES
We’re giving children a strong start by improving the quality of early experiences that equip them for success in school and in life.
Smart Beginnings Smart Beginnings brings together community partners dedicated to creating a quality early childhood system of care that improves the access to, the quality of, and the coordination of services for young children and their families.
Virginia Quality Virginia Quality leads the way for high quality early education for our youngest Virginians by setting standards for quality and providing a path for continuous quality improvement at child care centers, preschools and family child care homes across the Commonwealth of Virginia. Virginia Quality is part of a grant initiative funded through the Virginia Department of Social Services.
Smart Beginnings is part of a grant initiative awarded through the Virginia Early Childhood Foundation.
Virginia Infant & Toddler Specialist Network Virginia Infant & Toddler Specialist Network (VA ITSN). VA ITSN delivers on-site services to program providers including individualized consultations, targeted trainings, classroom-focused mentoring, feedback and support, and connections to existing community resources that support healthy, safe and nurturing care for children, birth to 36 months. The VA Infant & Toddler Specialist Network is a program of Child Development Resources and is supported by a Virginia Department of Social Services Grant with funds made available to Virginia from the U.S. Department of Health and Human Services.
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EDUCATION
UNITED WE FIGHT. UNITED WE WIN.
Childhood Success Initiatives
4,828 children
served by 115 participating Virginia Quality providers
406 classrooms participated in Read Across America Day
7private
CHILDCARE CENTERS committed to participate in the statewide Mixed Delivery Preschool Project to ensure high-quality opportunities for preschoolers
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12 childcare providers received a total of
432 hours of coaching from the Virginia Infant & Toddler Specialist Network
1,250+
EARLY CHILDHOOD EDUCATORS participated in professional development trainings
103 partnerships
between UWSWVA’s Smart Beginnings initiative and schools, centers, foundations, hospitals, government, workforce development entities, and other service providers
27 educators
obtained their Child Development Associate Certification (CDA) with materials, training, and coaching from Virginia Quality
8,000 children
received books during Read Across America Day
40 centers
were provided with quality enhancement materials to improve learning environments for children
Youth Success Initiatives We’re connecting youth with the skills, experiences, and support they need for good-paying jobs and lifelong careers. Ignite Program The United Way of Southwest Virginia Ignite Program sparks career interest in the next generation of Southwest Virginia’s workforce through career awareness and skill development. The program helps bridge the gap between the worlds of learning and work by connecting schools and students with employers and employees. We have worked cross-sector to develop the following program components.
Skill Development • S oft skills curriculum from the Department of Labor to enable students to interact effectively and succeed in the workplace (6th–12th grade students) • F inancial simulations (Reality Stores offered in partnership with Virginia Cooperative Extension) to introduce concepts of smart money management (8th grade students) • I nternships to connect classroom learning to on-the-job experience and prepare students with necessary skills to fill workforce gaps (9th–12th grade students)*
Career Awareness • Web-based software for self-exploration and planning (6th–12th grade students)
• C redential alignment to ensure education and training programs match employer demand (9th–12th grade students)*
• Educators in Industry teacher tours of employers to facilitate classroom career discussion (6th grade teachers)
• P roject-based learning modules to translate student awareness and interest into action (9th–12th grade students)*
EDUCATION
• Careers Expo for Youth to engage students in an immersive awareness experience that encourages them to explore careers available in SWVA (7th grade students) • Classroom talks and employer tours to introduce students to local employers and future employment opportunities (9th–12th grade students)*
* Programs in development for 2018.
United Way of Southwest Virginia was one of the inaugural recipients of the Governor’s Award for Excellence and Innovation in Education and was honored at the Executive Mansion on October 26, 2017. The award for “Preparing Students for the New Virginia Economy” recognized the United Way of Southwest Virginia Ignite Program.
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EDUCATION FEATURE: OPERATION TOMORROW’S WORKFORCE We held the first Leaders Breakfast in September 2017. United Way of Southwest Virginia brought together CEOs, legislators, administrators, workforce investment boards, superintendents, and other cross-sector leadership from throughout the region. Operation Tomorrow’s Workforce: The Leaders Breakfast was hosted by Steve Smith (President/CEO, Food City), Alan Levine (President/CEO, Mountain States Health Alliance), and Travis Staton (President and CEO, United Way of Southwest Virginia). Guest Speaker Stephen Moret, President and CEO, Virginia Economic Development Partnership (VEDP), joined the three event hosts as they explored the current workforce issues faced by the region, explained the power of a cradle-to-career approach, and engaged event participants to form collaborative and actionable partnerships across the community to strengthen tomorrow’s workforce. As one component of the United Way of Southwest Virginia Ignite Program, the Careers Expo for Youth took place on September 26–27, 2017. Over 4,000 7th grade students from Southwest Virginia (17 school systems, 46 schools) participated throughout the course of two days. Students moved through four zones filled with dozens of activities by regional employers in 16 different career paths.
“
The Careers Expo for Youth is a very valuable opportunity for the students of Southwest Virginia. I was happy to be a part of it!”
— E ULA EARLS Volunteer, Careers Expo for Youth RSVP Member, Gracewood Community Church
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During this career exploration experience, students learned about jobs and employers located in Southwest Virginia. They saw first-hand what it was like to participate in a chemistry experiment, climb a utility pole, practice CPR, and use a 3D printer—directly from industry professionals who work in our region. Students attend the Expo during 7th grade, just prior to taking their career assessments as required by the Virginia Department of Education. After this experience, they have a much better understanding of career options and interests, and a realistic picture of the path they should take to match their passion with skill.
SEE UWSWVA IN ACTION See highlights from UWSWVA’s Careers Expo for Youth: vimeo.com/unitedwayswva/2017expo For more information on Operation Tomorrow’s Workforce, to read the written series, or the view the white paper, visit unitedwayswva.org/otw.
86 schools
across 17 school systems participated in the Ignite Program
attended Reality Stores in partnership with Virginia Cooperative Extension
80 employers
served by the Ignite program
partnered with the Ignite Program
64 educators
4,317 students
participated in day-long Educators in Industry tours of local employers
attended Career Expo for Youth
“
In the classroom, they can tell you a lot of things, but when you get out and do hands-on activities, it’s like a day off, but you’re still learning.”
— C ANDACE McCRAW Seventh-grader, Ignite Program Participant unitedwayswva.org 17
EDUCATION
1,552 students
29,000+ students
“
Ignite is one of the more innovative and promising projects for the future of not only Southwest Virginia, but the Commonwealth. Providing our existing and future employers with a skilled and informed workforce is a win-win.”
— M IKE QUILLEN Board Chair, Region One | GO Virginia
2017–2018 CHILDHOOD SUCCESS PARTNERSHIPS Smart Beginnings Regional Leadership Council Chair: Dr. Mike Robinson A. Linwood Holton Governor’s School
Tommy Casteel Western Region of VA DSS
Kathi Roark Children’s Advocacy Center of HCS
Nancy Bailey Town of Big Stone Gap
Beth Cochran Wythe County Schools
Karen Shelton Mt. Rogers Health District
Dan Minahan Crutchfield Corporation
Kathleen Kilgore Rooftop CAA
Kim Sobey Bland County DSS
Chris Austin Smyth County DSS
Lydia Landis People Inc.
Travis Staton United Way of Southwest Virginia
Catherine Brillhart Bristol City Council
Linda Midgett People Inc.
Partner Projects (Community Investment Grants)
Smart Beginnings Coalitions
Bland Kindergarten Camp by Bland County Public Schools
Twin County Tazewell County Wythe-Bland Appalachian Region
Additional Pre-school Classroom for Norton City Schools
Virginia Highlands
Smyth County Strive for 5* Campaign in partnership with Smyth County Schools
2017–2018 YOUTH SUCCESS PARTNERSHIPS Ignite Program Schools Bland County
City of Norton
Bristol Virginia
Russell County
Buchanan County
Scott County
Carroll County
Smyth County
Dickenson County
Tazewell County
Galax City
Washington County
Giles County
Wise County
Grayson County
Wythe County
Partner Projects (Community Investment Grants) in Youth Success Project Discovery by Clinch Valley Community Action (Tazewell) Camp SPARK by Rooftop of Virginia CAP (Grayson and Carroll Counties and city of Galax) Reality Stores by Virginia Cooperative Extension (Virginia Tech) (All areas) Career Development by Washington County 4-H
Lee County
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EDUCATION
Volunteer Reading Mentors (Washington County) by HELP - Turning Pages
“
It feels great to help others see they can do more with what they earn simply by managing their finances. What we are doing can really change people’s lives!” — N ICHOLAS S. CHILDERS, Financial Stability Coordinator Southwest Virginia Workforce Development Board UWSWVA Financial Empowerment Network member
EDUCATION FINANCIAL STABILITY United Way of Southwest Virginia is fighting for the financial stability of the region. Residents are empowered to control their financial destiny and keep their hard-
UNITED WE FIGHT. UNITED WE WIN.
earned money through community partnerships that provide residents with money management education and tax preparation assistance. The result is a thriving community where everyone has more opportunity to succeed.
OUR FINANCIAL STABILITY INITIATIVES ALICE
MyFreeTaxes
ALICE (Asset Limited, Income Constrained, Employed) is an acronym coined by United Way for men, women, and families who work hard, earn more than the official Federal Poverty Level, but still find themselves earning less than the basic cost of living. Our 2017 ALICE Report found that as many as 59% of households in some areas of Southwest Virginia cannot afford the basics costs of living.
United Way Worldwide and H&R Block have partnered since 2009 to promote MyFreeTaxes to help support the health, education, and financial stability of every person in every community. Families and individuals who earn $66,000 a year or less are able to file state and federal returns for free, which helps them maximize their tax refunds.
Financial Empowerment Network
Volunteer Income Tax Assistance (VITA) partners with United Way of Southwest Virginia to link individuals and families who earn less than $56,000 a year with volunteers who prepare tax returns for free to help people in Southwest Virginia keep more of their hard-earned money.
SEE UWSWVA IN ACTION Learn more about VITA visit unitedwayswva.org/taxtime
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FINANCIAL STABILITY
The United Way of Southwest Virginia Financial Empowerment Network exists to provide a set of free, bundled, skills-building services for the region’s workforce. United Way of Southwest Virginia is empowering our hardworking Southwest Virginians to get on stable financial ground by helping them build their ability to manage money and use financial services that work for them—at no cost to them.
VITA
FINANCIAL STABILITY FEATURE: ALICE The basic belief in America is that if you work hard enough then you should be able to support your family. Data presented in the July 17, 2017, United Way ALICE (Asset Limited, Income Constrained, Employed) Report found this not to be true for nearly half of Southwest Virginia families.
Report findings for Southwest Virginia:
Travis Staton, President and CEO of United Way of Southwest Virginia, said, “Until now, ALICE has been a hidden population. ALICE works, but struggles to afford the basic necessities, including housing, food, child care, health care, and transportation. The issue is that ALICE households often don’t qualify for governmental aid or social service programs, and they are virtually invisible to the system. A lot of times, their struggles are unseen and unknown.”
• Less than 6% of Virginia’s employment is in Southwest Virginia and represents less than 4% of the state’s payroll
SEE UWSWVA IN ACTION Learn more about ALICE visit unitedwayswva.org/ALICE
2017–2018 FINANCIAL STABILITY PARTNERSHIPS
• 46% of households struggle to make ends meet • Between 2007–2015, housing affordability, job opportunities, and community resources worsened • Unemployment is 7.6% compared to the state rate of 4.5%
• Businesses with fewer than 50 employees make up 48% of Southwest Virginia jobs • Households headed by adults under the age of 25 are more likely to live in poverty. (37% of Cumberland Plateau) • Although the overall cost of living, childcare, and housing in Southwest Virginia is lower than the state average, the cost of transportation is much higher. Families in Southwest Virginia pay $644 per month for public transportation compared to the state average of $172 per month.
Financial Empowerment Network Members Southwest Virginia Workforce Development Board Virginia Cooperative Extension (Virginia Tech) VITA Sites Appalachian Community Action Agency Lee, Scott, and Wise counties and city of Norton Clinch Valley Community Action Program Tazewell County Mountain Community Action Program Smyth, Bland, and Wythe counties People Inc. of Virginia Buchanan, Russell, and Washington counties and city of Bristol Rooftop of Virginia Grayson and Carroll counties and city of Galax
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2,406 tax returns filed for free through VITA
32 new volunteers recruited to assist with VITA through United Way’s marketing partnership
SWVA participants received an average refund of
$1,368
through MyFreeTaxes.com
146 returns filed in Southwest Virginia through MyFreeTaxes.com
42 volunteer preparers
filed returns for community members for free through VITA
19 coalition members recruited to help guide creation of Financial Empowerment Network
2018 Financial Empowerment Network Coalition Rick Combs Goodwill Industries
Julie Rippey Twin County Regional Healthcare
Mandy Archer Blue Ridge Crossroad Small Business Development Center
William Davis First Citizens Bank
Celene Shumate Rooftop of Virginia CAP
Terri Gillespie Rooftop of Virginia CAP
Mitch Smith Grayson County
Tonya Hurt Sykes
Kevin Spurlin Virginia Cooperative Extension
Donna Meade Virginia Cooperative Extension
Brenda Sutherland Crossroads Institute
Jessica Phillips WCC at Crossroad Institute
Susan White VITA, Clinch Valley Community Action Agency
Todd Asbury New Peoples Bank Susan Campbell First Bank & Trust Beth Carico People Inc. Tommy Casteel Western Region of VA DSS
Austin Phipps Skyline National Bank
unitedwayswva.org 23
FINANCIAL STABILITY
Diana Aldred Carter Bank & Trust
2017 FINANCIALS 43.9%
Land, buildings, and equipment $1,327,225
30%
Pledges receivable $908,849
ASSETS TOTAL: $3,025,358
Cash $411,477
7.7% 4.8% 0
84.1%
13.6% Investments $233,052
Other receivables and prepayments $144,755
$300k
$600k
Allocations $58,036
6.5%
Cash $411,477 Donor designated allocations payable $46,626 Accounts payable and accrued expenses $37,131
$700k
$600k
$500k
$400k
$300k
$200k
$1500k
84.4%
Unrestricted $1,800,128
LIABILITIES TOTAL: $891,831
5.2% 4.2% $100k
15.6%
NET ASSETS TOTAL: $2,133,527
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$1200k
43.9%
Notes payable $750,038
Pledges receivable $908,849
$800k
$900k
0
Temporarily Restricted $333,399
SOURCES OF FUNDRAISING TOTAL: $2,172,319
1.8% Other Income $38,616
1.2% In-kind Contributions and Services $25,873
7.6% Special Events $165,415
32.6% 27.8%
Foundations and Grants $708,518
Corporate Gifts $603,478
29% Individuals $630,419
INVESTMENTS IN OUR COMMUNITY TOTAL: $2,407,913
13% Fundraising and Program Support Services $315,079
20.2% Health $486,026
6.6% Disaster Assistance $158,665
6.1% Financial Stability $146,786
52% Education $1,251,845
2% Donor-specified Gifts Paid Out to Other Organizations $49,512
unitedwayswva.org 25
“
We each have an obligation to help make our community a better place to live, work and educate our children. No other organization makes as great an impact on the lives of thousands of our friends and neighbors across our region.” — S TEVEN C. SMITH President/CEO, Food City
GAME-CHANGERS Without your partnership and involvement, we could not do what we do. Our collective impact is a driving force for community change. Together we make a great team. 2017 CORPORATE PARTNERS
2017 MEDIA PARTNERS
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2017 LEADERSHIP DONORS We are grateful for every person who contributes to help us make a lasting impact. Donors recognized in this listing give directly to United Way of Southwest Virginia or through a workplace campaign where the employer shares donor names with United Way of Southwest Virginia. Leadership donors, whose employer does not share names with United Way of Southwest Virginia, who wish to be recognized in future donor acknowledgment lists can send an email to mholbrook@unitedwayswva.org. Donna Abel
Jane Cark
James and Karen Gardner
Jeffery Johnson
Ben Adams
Robert Carlson
Susan Gill
Alan Jones
Marc and Tammy Ammen
John and Betty Carrico
Shauna Gillespie
Jim and Mary Jones
Bob Armstrong
Matthew Church
Stephen and Anita Givens
Lawerence Keith
Dwight Arnold
Garth Clark
Dan and Leigh Glei
Greg and Paige Kelly
John Atkins
William Compton
Anthony Glodava
Robert Kennedy
Wayne and Jeannie Austin
Brian Condit
Kimberly Godbey
Andy and Stacey Kestner
Stephen Barrett
Joyce Cornette
John Gouge
Jason Kestner
Howard and Libby Bartholomay
Deborah Corvin
A.G. and Shirley Griffith
Susan Kimbrell
Paul Cox
Robin Grossman
Rachael King
Dwight and Brenda Crane
Adam Hamilton
Kelly Lane
Stephney Dalton
Phillip Harmon
John and Esther Lang
Mark Dalton
Josh Harper
Timothy Lawson
Howard Dalton
Anne Harr
Don and Suzanne Lay
Tara Dalton
Michelle Hartsock
Mark and Jean Leonard
Henry Dawson
William Helton
Eric Leonard
Angela Deskins
Shannon Helton-Amos
John Lincoln
Vall Dino
Jane Hess
Michael Lockard
Robert Duff
Stan Hickson
Lenwood Dunlop
J.C. Hitz
Jonathan and Deborah Loggans
Vicki Elliott
Jon and Mary Anne Holbrook
Tammy Baumgardner Mary Begley Tina Belcher Wayne and Carole Bell Cam Bell Tony and Patricia Bentley Donald Berlin Thomas and Kyra Bishop Katherine Blackwell Jeoff and Deedee Bodenhorst, Jr. Allan Bookout Gail Bottiglierie Bob and Gay Breakfield Gary and Crystal Breeding Kristin Bresowar Mike and Susan Brown Jimmy Brown Don Campbell Jerry and Tina Camper Nikki Cannon
28 unitedwayswva.org
Penny Faries Barbara Farmer William Ferguson Megan Ferguson Dean Foran Terry Fortner Tom and Donna Fowlkes Rachel Fowlkes Linda Fritsch
James Losse Jody Lusk
Jared Hooper
Charles Martin
Robert Horsch
Ann Mathews
Michael Hoskins
John and Becky Matney
Deborah Icenhour
Travis Maxfield
Justin Ivory
James McAlister
Gus and Darcy Janson
Oliver and Vivian McBride
Ben and Merry Jennings
Howard and Heidi McElroy
John Jeter
Conrad and Marjorie McNeer
Kimberly Johnson
David McNeil Casey and Kendra McReynolds Brendan and Connie McSheehy, Jr. Donnie Meadows
Danny and Crystal Peek
Michael Sapp
Mike Thomas
Paul Sark
Angela Thomas
Nancy Sauls
Teresa Tignor
Jon Sayre, Jr.
Thomas Tull
Scott Schriefer
James Tyler
Jake and Jane Schrum
Douglas Vaught
Mark Seamon
Dale Vernon
Aaron Sexton
Leann Vernon
Michael Sharpe
Charlie Vipperman
Joseph Shepherd
Charles Wallace
Larry Shupe
Allen Walsh
Kevin Sigmon
Reelia Watson
Steve and Debbie Smith
William Weaver
David Smith
Sarah Webb
Gregory Smith
David Werth
Jeff Renfer
Gregory Sparks
Daniel Wheatley
Jose Reyna
Caroline Spires
Teresa White
Haley Rhea
Mark Spires
Melissa Whited
Shirley Rhoten
Edward Spivey
Tyler and Martha Whitt
Neel Rich
Linda Stanton
Dave Whittaker
Keith and Kathi Roark
Danielle Starnes
Chyna Williams
Toni Roberts
Travis and Ryiah Staton
Robin Wilson
Mary Roe
Wendy and George Strawbridge
Xavier Woodard
William Peters James Phillips Thomas Phillips, Jr.
Mark Miller
Jeffery and Jackie Phipps
Susan Mitchell
Samuel Pierce
Susan Mole
Joe Pippin
Pete and Sydne Montague
Matt Plante
French and Laura Moore III Bryan Mullins Laura Mullins Adam Murray Arnold Mutter Robert Neeley Eddie and Jeni Neely Donny Nelson Timothy Nester Don and Etta Nicewonder Kevin Nicewonder James and Mary Lily Nuckolls
Michael Pollard Florence Powell Richard Quesenberry Cody Quesenberry Michael and Deborah Quillen
William Roseberry
Christina Owens
April Rosser
George and Debbie Owens
Dixie Rowe
Tamera Parsons
Carolyn Ryburn
Barbara Rowe
Alex Pauley
Brenda Street John Stringer Richard and Brenda Sutherland Betsy Talbert
Janet Woolwine Steven Worley Kevin and Kristy Worley Bruce and Uva Wright Roman Zehner
10 MOST GENEROUS WORKPLACES (EMPLOYEE GIVING) Appalachian Power
United Way of Southwest Virginia
Ballad Health
Universal Fiber Systems
Food City
UPS
Mohawk Industries
Utility Trailer
National Bank
Vaughan Bassett Furniture
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2017 VOLUNTEER RECOGNITION USDA Flatwoods Job Corps Student Government Association (Expo) John Battle High School National Honor Society (Expo) Clinch Valley Community Action Senior Volunteer Services (RSVP) (Expo)
2018 IMPACT AWARD RECIPIENTS Top Giver
Spirit of the Community Award
Mountain States Health Alliance
Mohawk Industries
Growth and Innovation Award
Community Partner of the Year
Vanguard
Food City
Celebrity Bagging Pre-Event Fundraising Award
Women of Distinction Award
Mountain Empire Community College
Brenda Sutherland
The President’s Volunteer Service Awards Gold Awards Volunteers for Healing Waters Fly Fishing, Adult Group Austin Copley Volunteer for 4-H, Young Adult Silver Awards Luke Icenhour Volunteer for 4-H, Young Adult Chloe Sutherland, Volunteer for 4-H, Young Adult Aleia Warren Volunteer for 4-H, Young Adult Bronze Awards Abbigale Duncan Volunteer for Emory Student, Young Adult Makayla Haynes Volunteer for Camp Spark, Young Adult
Bronze Awards, continued Elly Jackson Volunteer for 4-H, Young Adult Lauren Powell Volunteer for Highlands Educational Literacy Program (HELP), Young Adult Carrie Sproles Volunteer for 4-H, Young Adult Anna Thompson Volunteer for 4-H, Young Adult Monty Vernon Volunteer for United Way of Southwest Virginia, Adult Danny Ward Volunteer for Volunteer Income Tax Assistance (VITA) program at Appalachian Community Action Agency, Adult
Laura Horton Volunteer for 4-H, Young Adult
CLOCKWISE, TOP TO BOTTOM: Brenda Sutherland poses with her grandchildren after receiving the Women of Distinction Award. Dr. Kristen Westover speaks after accepting the Celebrity Bagging Pre-Event Fundraising Award for Mountain Empire Community College. United Way staff members Mary Anne Holbrook and Shauna Gillespie pose for a quick photo at the event. The 2018 President’s Volunteer Service Award winners in attendance gather on stage for a group photo.
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2017 BOARD RECOGNITION Executive Committee Marie Appleby Chair of the Board
Mary Begley 2nd Vice Chair
Paul Cox Vice Treasurer
Former General Counsel TruPoint Bank
Manager, External Affairs AEP
Vice President of Finance Food City
Donnie Meadows Vice Chair
Alan Jones, Jr. Treasurer
Barbara Farmer Secretary
Vice President of Human Resources Food City
VP—Accounting Mission Coal Company
Associate Pastor Pleasant View United Methodist Church
Board Members Tommy Casteel Western Regional Director Virginia Department of Social Services
Steve Kegley General Manager Berry Home Centers, Abingdon
Lori Crisp Director of Marketing Norton Community Hospital, Ballad Health
Brendan McSheehy VP of Innovation, Sustainability & Intellectual Property Universal Fibers
Stacey Ely Director, Community and Government Relations Ballad Health
Dan Minahan Director, SWVA Operations Crutchfield Corporation
Kim Farris-Luke Owner/Operator Farris Funeral Home
Audrey Powers Vice President and Small Business Specialist BB&T Bank
Henry Hartsock Team Manager Eastman Chemical Company
Brad Robinson Branch Manager New Peoples Bank, Clintwood
Deborah Icenhour Town Attorney Town of Abingdon Virginia
Dr. Mike Robinson Director A. Linwood Holton Governor’s School
32 unitedwayswva.org
Change doesn’t happen alone. Hope isn’t a one-man band. We have one life. To live better, we must
LIVE UNITED.
PO Box 644 Abingdon, VA 24212