2011 ANNUAL REPORT
: MISSION TO IMPROVE LIVES BY MOBILIZING THE
CARING POWER
OF THE SAN DIEGO
COMMUNITY.
TABLE OF CONTENTS Opening Message Corporate Partners Grants & Partnerships Award Winners Volunteers Five Years of Impact Education Income Health Home Again Major Giving Tocqueville Society Women’s Leadership Council Board of Directors Financials
2 3-4 5 6 7-10 11-30 22-23 24-25 26-27 28-29 31-37 31-33 36-37 39 40
OPENING MESSAGE FROM OUR CHAIRMAN OF THE BOARD AND PRESIDENT & CEO Dear Friends, We live in a paradise of contrasts: ocean and desert, downtown and country, North County and South Bay. But we share one mission: a passion for improving the human condition. At United Way, we recognize the power of individuals uniting to create real, lasting change in our communities. This mission is powerful enough—and important enough—to break down the divisions that exist between us. Our attractions bring many visitors to town, and yet there are those in our community that we try not to see; circumstances none of us wants to accept: The fourth-grader who can’t read. The two employed parents, still struggling to make ends meet. The homeless veteran holding a sign scribbled with words of desperation. We are deeply connected to all these people, our futures closely intertwined. United Way’s goal is to provide all San Diegans with the building blocks for a better life: a quality education that leads to a stable job, enough income to support a family, and good health. We address the root causes for our community’s problems, implementing research-based solutions and working with partners who want results as much as we do. With our shift to Community Impact five years ago, we turned away from our “safety net” role and moved toward our position as convener and problem solver, bringing the right people together to hammer out solutions that will stick. Our Vision Councils — volunteer experts with a deep commitment to San Diego — helped identify the most effective ways to address our biggest challenges. And we have seen results. Five years ago, we said we would try a new approach. Today, we can see the difference we’re making in people’s daily lives. And how sustained investment builds over time to become the solid results we once only dreamed about. As we pause to celebrate these encouraging milestones, we know this for sure: We could not have done it without the help of our community and our collective mission: To create a San Diego that truly lives up to the name of “America’s Finest City.”
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Doug Sawyer President & CEO
Photo: Doug Gates
Mark Leslie Chairman, Board of Directors
IT TAKES ALL OF US WORKING TOGETHER LIVING UNITED MEANS ALL OF US WORKING TOGETHER TO IMPROVE OUR COMMUNITY. WE COULDN’T HAVE MADE THE PROGRESS WE HAVE WITHOUT THE SUPPORT OF OUR DEDICATED VOLUNTEERS, GENEROUS DONORS AND PASSIONATE ADVOCATES. IN THE FOLLOWING PAGES WE RECOGNIZE SOME OF THE COMPANIES AND INDIVIDUALS LIVING UNITED TO CREATE A DYNAMIC COMMUNITY FOR ALL OF US.
CORPORATE PARTNERS TOP 25 WORKPLACE CAMPAIGNS (Total Giving) 1. Solar Turbines, Incorporated 2. AT&T, Inc. (Main) 3. Hewlett-Packard Company 4. Costco - Administration (Main) 5. County of San Diego Photo: Bob Ross
6. Bridgepoint Education 7. Wells Fargo Bank 8. GEICO Direct 9. Kaiser Permanente 10. United Parcel Service 11. Hunter Industries, Inc. 12. Nordstrom 13. Bank of America
Solar employees accept the President’s Cup for Leadership Giving at the 2011 United Way/CHAD Campaign Kickoff.
TOP 10 CAMPAIGNS FOR LEADERSHIP GIVING 1. Solar Turbines, Incorporated
14. General Dynamics/NASSCO
2. Kaiser Permanente
15. Enterprise Rent-A-Car
3. Enterprise Rent-a-Car
16. University of California, San Diego
4. General Dynamics/NASSCO
17. Johnson & Johnson Pharmaceutical
5. Hamilton Sundstrand
18. Target Stores - Mission Valley (Main)
6. UC San Diego
19. General Atomics 20. Ernst & Young 21. Sierra Wireless 22. Deloitte & Touche LLP 23. Macy’s - Fashion Valley (Main)
7. Wells Fargo Bank 8. Bank of America 9. U.S. Bancorp 10. Hunter Industries
24. Pfizer, La Jolla 25. U.S. Bancorp WWW.UWSD.ORG
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Photos this spread: Bob Ross
CORPORATE PARTNERS
PCL Construction Services accepting the Team Spirit Award at the 2011 United Way/CHAD Campaign Kickoff with United Way Campaign Chair, Jon Vance and UWSD President & CEO, Doug Sawyer.
2010-2011 BEST PRACTICES AWARD WINNERS 2010-2011 “PACESETTER” CAMPAIGNS These companies large and small exemplify the spirit of the United Way/CHAD campaign. Campaign coordinators at these winning workplaces used varied and creative approaches to explain United Way’s progress on community issues and to engage their employees. Best Campaign, Large Company General Dynamics NASSCO
Thank you to these workplace campaign leaders who kicked off their annual United Way/CHAD campaigns early to set the pace for others. Bloomingdales Deloitte Geico Kashi
Best Campaign, Mid-Size Company Enterprise Rent-A-Car Best Campaign, Small Company San Diego County Office of Education
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Macy’s Mailboxes Etc. Parkinson’s Disease Association Solar Turbines
Best New Business
State Farm
DLA Piper
Target Stores
Team Spirit Award
United Way
PCL Construction Services
UPS
GRANTS & PARTNERSHIPS GRANTS TO UNITED WAY OF SAN DIEGO COUNTY (2010-2011)
Pfizer – 90th Anniversary Sponsorship Bank of America – Community Impact Lockheed Martin – Community Impact Union Bank – Earned Income Tax Credit Services WalMart – Earned Income Tax Credit Services Nellie Thatcher Perkins Foundation – Community Impact French and Masserini Funds – Camp Connect US Bank – Community Impact Edison International – Bright Futures
PARTNERSHIPS Combined Health Agencies is one of United Way of San Diego County’s most important partners in our efforts toward stronger health and human services in our region. Founded 30 years ago, Combined Health Agencies represents chapters of 24 local and national health organizations dedicated to providing community services, public and professional education and funding to support research. Contributions are made to these critical organizations through the United Way/Combined Health Agencies Drive (CHAD) Campaign. Annually, members of CHA touch nearly one million people through client and community services, as well as public and professional education programs.
unemployment claims, and periodically for rent, mortgage and utilities.
OTHER PARTNERSHIPS & COLLABORATIONS EarthShare California, a network of 80 leading environmental agencies, creates sustainable communities, enhances environmental education and empowers individuals through volunteerism. The Combined Federal Campaign, an annual fundraising effort for federal employees, includes military and civilian personnel working in San Diego County. The California State Employee Charitable Campaign, gives employees the opportunity to raise money annually for nonprofit organizations. State employees in our county raised more than $327,000 this fiscal year. American Indian College Fund supports tribal colleges and universities, offering access to scholarships, fellowships, leadership development and cultural and language preservation. BECA Foundation encourages and empowers aspiring Latino students to pursue higher education by providing financial and moral support. United Negro College Fund provides student scholarships, internships, faculty training and other support to historically black colleges and universities.
Mary Cruz, Sharp Chula Vista Chair, Combined Health Agencies Board
Labor Participation supports the United Way/ CHAD campaign and provides emergency assistance to members of the community experiencing hardship. The Department of Labor Participation, AFL-CIO Community Services assists with food, security deposits, prescription drugs, WWW.UWSD.ORG
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AWARD WINNERS UNITED WAY VOLUNTEER OF THE YEAR The Naish award recognizes many years of distinguished volunteer service and commemorates the extraordinary commitment of Jack Naish, a creative leader and United Way board member from 1965 to 1978. Gil Johnson, President of Procurement Concepts was the 2011 honoree for the Naish Award. Gil has served as a United Way volunteer for over 10 years, donating his time, and expertise to improve our community. Starting in 1999, he has volunteered in a number of roles – all of them time consuming. As a board member, he has chaired the Community Impact Committee, served on the Finance Committee, as an Executive Committee member.
JAMES F. MULVANEY AWARD FOR COMMUNITY LEADERSHIP The James F. Mulvaney Community Leadership Award was established to honor the memory of an unwavering supporter of the San Diego community, who also supported United Way nationally and internationally for more than 50 years. 2011 winner Judy McDonald, has made real educational change possible in San Diego. For more than 40 years she worked behind the scenes to confront civic inequities, raise community awareness, and secure funding for programs that dramatically impacted the educational landscape. Her groundbreaking work in guiding organizations into collaborative partnerships also has changed the local philanthropic landscape. Judy has held leadership roles with Voices for Children, The Children’s Initiative and LEAD San Diego. She is currently leading the growth and effectiveness of the Parker Foundation, where she joined the Board of Directors in 1983, and has served as board president since 2009.
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Gil Johnson President Procurement Concepts, Inc
Judy McDonald Board President The Parker Foundation
2011 Winner, Naish Award
2011 Winner, James F. Mulvaney Award for Community Leadership
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VOLUNTEERS OUR MOST DEDICATED VOLUNTEERS? OUR BOARD OF DIRECTORS AND VISION COUNCIL MEMBERS, WHO DEVOTE COUNTLESS HOURS TO HELPING CHART OUR COURSE ON THE EDUCATION, INCOME AND HEALTH ISSUES THAT NEED TO BE ADDRESSED. The volunteer members of our vision councils lend their expertise in the areas of education, financial stability, health and homelessness. They partner with our professional staff to identify best practices, determine how we’ll measure our results, review grant applications and decide which partners can best implement effective programs.
(Clockwise above) Karla Hertzog, Chair, Child Abuse and Neglect Vision Council Kristy Gregg, Chair, Income Vision Council Kevin Crawford, Chair, Education Vision Council
Photos this page: Bob Ross
(Left) UWSD Board Members Randy Frisch and Jon Vance, who also served as 2010-2011 Campaign Chair
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Photo: Doug Gates
VOLUNTEERS
NBA Hall-of-Famer Bill Walton with kids from the Monarch School. Walton was the first individual to volunteer as part of the UWSD Volunteer Challenge to recruit 10,000 readers, tutors and mentors over the next three years.
On June 21, United Way Day of Action, we launched our volunteer challenge to recruit 10,000 readers, tutors and mentors for San Diego children. So far more than 2,200 individuals have responded to the call, far surpassing our expectations in the first six months. With support from the UT San Diego, we are sharing the stories of the many caring residents who have stepped up and held out a hand to our local children.
Tutors on Mission, one of UC San Diego’s student-run, service-based organizations, recruits and trains student volunteers to tutor and mentor San Diego children.
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(Clockwise) Bridgepoint Education employees created an oversized collage displaying colorful expressions of happiness and love for San Diego’s Polinsky Center for Children. UPS kicked off their workplace campaign by mobilizing their employees to mentor, tutor and read to kids. Ivy Brown, Division Manager at UPS, does her part by reading to kids at a local elementary school. UWSD past Board Chair Phil Blair read to kids at South Bay Community Services and liked it so much, he went back for more. “I had a blast,” he said. “I could do it every week.” Leke Sowunmi volunteers at the Neighborhood House Association’s Homework Center, tutoring students like 7th-grader Elijah Pullum, who calls Leke “helpful and awesome!”
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Photos this page: Doug Gates
VOLUNTEERS
UWSD released its Voices for the Common Good: San Diego Speaks Out on Education at the May 2011 opening of an outdoor photo exhibit. From left to right: Karen LaBonte, San Diego County Office of Education, UWSD President and CEO, Doug Sawyer and UWSD Senior Vice President and Chief Administrative Officer Karen Sprigle.
HOME AGAIN AND KIDS & EDUCATION PHOTO EXHIBITS
As part of our 90th-anniversary celebration, we hosted photo exhibits around San Diego to showcase our work in Education, Income and Health.
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FIVE-YEAR COMMUNITY IMPACT
PROGRESS REPORT 170,000 LIVES CHANGED • $14 MILLION INVESTED • 40,000 SUPPORTERS LIVING UNITED
Photo: Studio M La Jolla
SPECIAL SECTION
IMPACTING OUR COMMUNITY ONE MISSION FOR THE COMMON GOOD, THROUGH COMMUNITY IMPACT A CHILD who isn’t reading well by third grade or is abused or neglected is less likely to succeed in school, or become a productive member of the community. That affects us all.
A PARENT who can’t earn enough to support a family is more likely to get into debt or become homeless, and less likely to be a contributing member of the community, which affects us all.
A CHRONICALLY HOMELESS PERSON with mental or physical health conditions that are not managed, who doesn’t get the help they need until the emergency room, exhausts public resources and affects us all.
The needs of our community are layered and complex. They can seem overwhelming, but at United Way of San Diego County, we have planted solutions in our soil, and we have a great stake in seeing them grow. Above all, we thank our partners – organizations like Community Housing Works, the International Rescue Committee, Social Advocates for Youth, Rady Children’s Hospital, Promises to Kids, just to name a few. We couldn’t write about our successes without their collaboration and implementation. Together, we’re improving lives all over San Diego. By acting together we brought about positive change in our community that we could never have achieved alone. How did we accomplish this? Community Impact. We meant what we said in 2006 when we created a new approach to solving specific community issues. Community Impact is driven by results, connected to the community through volunteer experts and community leaders. It starts with a thorough assessment of needs and analysis of best-practice results. It continues with a rigorous competitive grant process that seeks out and funds the most effective programs and collaborations. For the last five years, we’ve worked to develop this strategy, researching the best ways to invest our donor’s resources and the right agencies to bring our goals to life. Between 2006 and 2011, United Way invested nearly $14 million in innovative initiatives. Each was chosen because they used a collaborative model to address the most fundamental challenges in Education, Income, and Health. Our partner agencies have more than delivered on their promise: they have produced measurable results and lives have been changed for the better. Safe homes and neighborhoods. Engaged and educated parents. We’ve heard these themes again and again, reminding us that children only spend 20% of their time in school; that they need support and encouragement from all aspects of their lives, both inside and outside the classroom. Thanks to programs like SafeCare,® the evidence-based parent education initiative we funded for five years, close to 1,200 families in San Diego County and nearly 2,000 children have benefited. Through our Bright Futures Initiative, hundreds of youth are learning financial education and job skills to enhance their futures. Better Dads, Better Kids helps low-income and military dads learn the importance of their roles as fathers. And Project 25 has moved 35 chronically homeless individuals off the streets and into permanent housing with support services, saving taxpayers millions of dollars in public resources like emergency rooms and ambulance rides.
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In the following pages, you’ll read more about these programs and the people who got a second chance at life thanks to United Way volunteers, donors, and supporters. Together, we have made all the difference. Through Community Impact, we not only have the power to change lives, we can change the future of our children … and our children’s children. This year, we’re digging deeper to understand the challenges we face. We’re listening to the voices of San Diegans through our Community Conversations to hear what needs to get done. Most of all, we’re keeping our goals in mind: improving the Education, Income and Health in our region.
OUR RESULTS EDUCATION Total invested: $242,000 n Early-grade reading support n School attendance initiative n Education research
INCOME Total invested: $5 million n Total adults helped: 114,000
Doug Sawyer President and CEO
Carol Williams Vice President, Community Impact
n Total youth helped: 36,400
HEALTH Child Abuse & Neglect
Jesse AT&T
Total invested: $5.1 million n Parents & children helped:
10,500
n Trained staff: 235
(increase capacity in community)
HOMELESS Home Again: Ending Chronic Homelessness in San Diego Total invested: $2.5 million n Number of people helped : 5,200
VOLUNTEER ENGAGEMENT Volunteer capacity building and outreach in non-profit sector Total invested: $219,000
BASIC NEEDS AND NON-PROFIT SUPPORT Photo: Limelife Photography
Response to critical needs Total invested: $950,000 n Food, shelter, other basic needs n Capacity-building support for
non-profit sector
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HOW WE INVESTED When we began investing under the Community Impact model in 2007, our primary focus was on Income and Health initiatives. More than 70% of investments have been made in strategies that increase the financial stability of local working families and also correct and prevent the underlying causes of child abuse and neglect. Initial investment in ending homelessness focused on building the ten-year plan and solidifying the partnerships that would ensure its effectiveness once funding began. Early on, we also invested in case management and supportive services offered at winter shelters to help move and keep individuals into more permanent housing. Recently, we began funding a public-private partnership known as Project 25 to help the homeless who are most at risk of dying on the streets and are also the most costly to taxpayers. The remainder of our community investment was made in Education pilot programs, quantitative and qualitative research, activating Education Volunteers and in Basic Needs such as food, utility and other short-term assistance.
$14 MILLION COMMUNITY INVESTMENT n Education n Income
35.7%
n Health
36.4%
n Homeless
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1.7%
18%
n Basic Needs
6.8%
n Volunteer
1.6%
WHO WE SERVED Safe Care速 Better Dads, Better Kids Young Parents Program Period of PURPLE速 Crying Trauma Counseling Pediatric Fellowship
Forensic Interviewing Kids & Teens in Court Camp Connect San Diego Financial Education Volunteer Readers, Tutors and Mentors
WORKING FAMILIES Creating knowledge and behavioral change to move people to self-sufficiency
Bright Futures IT Job Training Medical Assistant Job Supports Individual Development Accounts
Microloans Free Tax Preparation Benefits Screening Basic Needs Assistance
THE CHRONICALLY HOMELESS
Project 25 Case Management Medical, Legal and other Support Services
Drop-In Day Center Recuperative Care Units Emergency Shelters
Protecting and preparing them for successful futures
Moving our most vulnerable and costly homeless individuals off the streets and into safe homes
Photo: Dana Neibert
CHILDREN & YOUTH
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THE UNITED WAY DIFFERENCE
WE’RE UNIQUELY POSITIONED TO MAKE AN IMPACT BECAUSE OF OUR STRONG HERITAGE OF COLLABORATION WITH LOCAL LEADERS, WITH OTHER NONPROFIT PARTNERS AND WITH CORPORATE SUPPORTERS. WE CONNECT THE DOTS... Though many people know United Way for its fundraising ability, we are so much more. Our professional staff and volunteer experts do the research and strategic visioning needed to not only identify our most pressing social issues, but determine the innovative solutions that can help us solve them.
WE GO TO THE HEART OF THE MATTER... Since our transformation to a Community Impact business model, we have sharpened our focus to a few key areas within Education, Income and Health. Working with content experts within each area, we determine the root causes to issues such generosity of our donors, we as child abuse, financial instability and chronic homelessness.
Through the have spent more than 90 years applying our expertise to solving community issues – accelerating that work even more since our change to a community impact approach.
For example, with our work in child abuse, we addressed the underlying problem of mothers and fathers who lack the parenting knowledge or skills to keep their children safe and healthy, or who do not understand the role they play in their child’s social, cognitive and emotional development. We provided parents with the tools to safeguard their homes, handle their frustrations and have positive parent-child interactions. We apply this same approach to all of our work.
WE BRING THE RIGHT PEOPLE TOGETHER... With United Way leading the effort to implement the Ten-Year Plan to End Chronic Homelessness, we assembled an unprecedented public-private partnership, that has moved some of our most vulnerable and costly homeless individuals off the street. After years of struggling to solve the issue of chronic homelessness, San Diego County is finally making significant progress with a broad coalition at the table and working together effectively through Project 25.
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HOW WE PARTNER SELECTING COMMUNITY ORGANIZATIONS THAT EXCEL Our agency and other partners understand their clients and implement effectively. United Way is proud to have worked hand-in-hand with partners such as Rady Children’s Hospital, South Bay Community Services, Community Housing Works, The International Rescue Committee and many others. You can find a complete list at the end of this report.
FREQUENT, TRANSPARENT REPORTING With each initiative, we put the tools in place to measure and evaluate progress. Whether annual or multi-year funding, program partners are required to report specific, agreed-upon metrics. Together, we use this data to make the expected adjustments to each initiative to achieve the best results for individual clients and the broader community. This philosophy of continuous learning applies to all of our work so that we can use our donors’ contributions most effectively.
SHARING THE KNOWLEDGE Whether through formal learning circles or informal networks, we ask partners to collaborate when it improves service delivery or provides efficiencies. We also encourage sharing best practices, which makes all of us in the non-profit sector more effective in creating strong programs and long-term social change.
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COMMUNITY IMPACT RESULTS LONG-LASTING CHANGE TAKES YOUR SUPPORT, OUR FOCUS ON RESULTS AND STRONG PARTNERS.
EDUCATION Improving School Attendance n Data to Action, a program of The Children’s Initiative, provided “Resource Toolkits” customized for elementary schools with chronic absenteeism. n Several districts reduced absenteeism by half in three years; one school eliminated the problem entirely. n Latest reports show an average 35% improvement in attendance, with increases ranging from 6% up to 72%. Volunteer Challenge Recruited 2,200 San Diegans to volunteer as readers, tutors and mentors n More elementary school students are improving their reading proficiency n One-on-one tutoring in math and science is helping improve grades n Youth are learning resume, interviewing and job skills from local business people Education Reports San Diego Education Research Overview and Voices for the Common Good One-stop resources identifying the various challenges facing San Diego students.
“Kids spend only 20% of their time in school, so it’s important that they have extra support beyond the classroom. Anyone with passion and commitment can help a young person achieve greater academic success. Volunteers can make the difference.” Dr. Randolph E. Ward San Diego County Superintendent of Schools
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INCOME Bright Futures n Breaking the cycle of debt and helping individuals and families on the road to self-sufficiency. n 36,400 youth learned money-smarts, job skills, and economic awareness to connect classroom learning with real-world experiences that prepare them for the future. n 114,500 adults received free tax prep services, obtained benefits screening, learned to budget and save, secured employment, increased wages and applied for credit-building loans. n Financial knowledge increased between 78% and 128% Savings and Asset Building n Hundreds of refugees acquired financial knowledge critical to adjusting and thriving in the U.S. n They learned to save for reliable cars, computers, housing or college through Individual Development Accounts (IDAs) and microloans. n Several started their own small businesses, becoming part of our local economy. Job Training & Job Supports n 40 individuals received 200 hours of training in IT occupations from the San Diego Futures Foundation; 32 gained employment or career advancement. n Medical Assistants received transportation and educational materials that allowed them to take training classes and improve wages at their current employment. Income Supports for Working Families & Individuals n 109,000 free tax returns prepared with more than $44 million coming back to the local economy due to our leadership in the Earned Income Tax Credit Coalition. n Tens of thousands screened for benefits such as MediCal or CalFresh, filling in the gaps for working families.
“We were given an opportunity to work hard and make [buying this house] happen. I am so thankful for the [financial-education programs] because that is a domino effect for the rest of my life and for my children.� Crystal Lucca Community Housing Works WWW.UWSD.ORG
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COMMUNITY IMPACT RESULTS HEALTH 44 STAFF TRAINED; 1,134 CLIENTS AND 2,128 CHILDREN SERVED. We took a holistic approach to reducing child abuse and neglect by collaborating with the public sector and with health partners to provide training, intervention, and prevention: n SafeCare®: Evidence-based initiative helped reduce incidence of child abuse and neglect, changing the lives of children and their families throughout San Diego County.
A holistic approach to reducing child abuse and neglect includes:
n Trauma Counseling: 150 social workers, therapists and psychologists trained to help over 2,500 children cope with stress as sociated with sexual, physical, and emotional abuse and neglect. n Forensic Interviewing: 78% of the children interviewed disclosed information that would stand up in court. n Kids and Teens in Court: 69% reported reduced anxiety over testifying in court. n Better Dads, Better Kids: Low-income, military, Latino, and other dads reported 50% increased improvement in their parenting skills; 75% reported increased ability to man age anger and stress.
“Through a partnership with United Way, the County of San Diego Health and Human Services Agency’s Child Welfare Services was able to implement SafeCare®, an evidencedbased home visiting program for reducing and treating child maltreatment. United Way’s multi-year commitment provided SafeCare with the opportunity to develop local teams of trainers, who give parents the tools they need to create a healthy, safe home environment for their children.” Nick Macchione
Director, Health & Human Services Agency County of San Diego
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In two years, the rate of substantiated cases of child abuse declined in San Diego County. 15
12.8%
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8.3%
9 6 3 0
2008
2010
Rate of substantiated cases of child abuse per 1,000 children in San Diego County
HOMELESS Home Again: Ending Chronic Homelessness in San Diego®: Launched a public engagement campaign to get more local residents giving, advocating and volunteering on behalf of the homeless. Supportive services for the homeless: Provided hundreds of individuals with case management and other support services to help them stay off the streets permanently. Project 25: 35 chronically homeless enrolled and 30 permanently housed. Participants used over $11 million in public resources in 2010 while chronically homeless. Since March 2011, participants cost only estimated $3.4 million, nearly a 70 percent reduction in costs to taxpayers. Current expense decreases include: 77 percent reduction in ER visits 72 percent reduction in ambulance transports 66 percent reduction in in-patient medical stays 69 percent reduction in arrests 43 percent reduction in number of jail days
$400,000
$317,904
$300,000 $200,000
$97,437
$100,000 0
2010
2011
Average cost to taxpayers in San Diego County per participant enrolled in Project 25
“We’ve learned that when you start with emergency housing, that just goes so far. Transition housing... just goes so far. Unless you get people into some form of permanent housing they are going to end up back on the streets.”
Photo: Dana Neibert
0
Father Joe Carroll
St. Vincent de Paul Village, Inc.
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EDUCATION EDUCATION IS A KEY COMPONENT OF A SUCCESSFUL LIFE. WHEN CARING ADULTS WORK WITH KIDS OF ALL AGES, IT HELPS THEM DO BETTER IN SCHOOL. Experts know that a healthy beginning to life is a major determinant of early childhood development and later success in school. That’s why our work in Education is aimed directly at school readiness and improving early-grade literacy. Over the past five years, we’ve been laying the groundwork for our efforts by helping families develop safe, positive home environments. The evidence-based home-visiting program SafeCare,® proven to reduce the re-reporting of child abuse and neglect, has been established throughout the county within Child Welfare Services and integrated as a sustainable treatment option. Parent education involves three modules – health, safety, and parent-child or parent-infant interaction. SafeCare’s health and safety components improve child health and physical development and have demonstrated systemic change within the family. In 2010, we hosted a series of 17 Community Conversations, held all around San Diego, to hear the aspirations of ordinary citizens when it comes to education. Voices for the Common Good: San Diego Speaks out on Education showed that our community isn’t just concerned about education, but ready to take action to support students and schools. A later report, San Diego Education Research Overview (prepared by USD’s Caster Family Center for Nonprofit and Philanthropic Research, under the direction of Dr. Laura Deitrick) provides facts and findings from a comprehensive, community-focused perspective. The document explores key education focus areas, including school readiness, fourth-grade reading proficiency and high school graduation. Kids only spend 20% of their waking hours in school, so extra support has to extend beyond the classroom—into after school time, summers and weekends. Experts say that engaging our children—meeting them where they are, in their own learning style—is critical. Throughout their 22
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school careers, connecting them with as many well-trained, supportive adults as possible, both in and out of school, can nurture their strengths and make sure help is directed where it is most needed. Reading, tutoring and mentoring can play an important role in increasing academic success and engagement in learning. That’s why we took action, too. We launched our Volunteer Challenge to begin recruiting 10,000 San Diegans as readers, tutors and mentors for the county’s youth over the next three years. We’ve partnered with a number of companies – including UT-San Diego, the San Diego County Office of Education, UC San Diego, UPS, SeaWorld, and Target – to help us reach our goal. With more than 2,200 volunteers already pledged, we have every reason to believe we’ll surpass our expectations.
EDUCATION VISION COUNCIL Kevin Crawford – CHAIR Carlsbad Fire Department Joye Blount US Bank
Shelia Jackson San Diego Unified School District Jane McAuliffe Bridgepoint Education
Rudy Castruita University of Southern California
Judy McDonald The Parker Foundation
Paula Cordeiro University of San Diego
Tad Parzen Price Charities
Patty Eshleman Unitarian Cooperative Pre-School
Manuel Paul San Ysidro School District
Karen Fleck 9th District PTA Bill Freeman San Diego Education Association Patricia Hsieh San Diego Miramar College Ric Hovda San Diego State University
Erin Spiewak Monarch School Project Linda Sturak San Diego Unified School District Bob Watkins R.J. Watkins & Company, Ltd. Susan Wolking Girard Foundation
LIVE UNITED SPOTLIGHT: THE CHILDREN’S INITIATIVE Headed by Sandy McBrayer, The Children’s Initiative works to improve the wellbeing of children and youth in San Diego County. United Way was one of five local San Diego funders that worked together to get the organization started in 1991. In the past three years, United Way funding has supported Data to Action: Student Success project, with the goal of improving attendance among elementary school students, which will eventually impact on-time high school graduation. Schools receive a customized toolkit of resources to help them identify and address the causes of chronic absenteeism. In the third year of the 14-school pilot program, data clearly demonstrates that language and literacy development improves as attendance improves.
OUR RESULTS Total invested: $242,000 School Attendance Project (The Children’s Initiative) Total invested: $161,000 Community Conversations & Education Research Reports Total invested: $47,000
“Thanks to support from United Way, The Children’s Initiative was able to expand their attendance improvement project to six new elementary schools for school year 2011-2012. We are very pleased to report that all of these schools are showing improvement in the first half of the first year by implementing best practice strategies. The reduction in rates of chronic absence were remarkable for the very first semester. Each of the schools reduced the proportion of their chronically absent students by 28% to 39%, roughly a third of their at-risk students showed improvement.” Sandy McBrayer CEO, Children’s Initiative
Collective Impact Staff Support (San Diego Grantmakers) Total invested: $10,000 Early Grade Reading Initiative (Chula Vista) Total invested: $24,000
Photo: Limelife Photography
Tonia UC San Diego
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INCOME ALL AMERICANS SHOULD HAVE OPPORTUNITIES TO INCREASE INCOME, BUILD SAVINGS AND GROW ASSETS. UNFORTUNATELY, MILLIONS OF INDIVIDUALS AND FAMILIES AREN’T FINANCIALLY SELF-SUFFICIENT AND CAN’T PURSUE THE BASICS OF THE AMERICAN DREAM. Our Income work uses several strategies to help struggling San Diegans improve selfsufficiency and build a stronger future. Since beginning our efforts, the financial knowledge of tens of thousands of San Diegans has increased and, more importantly, resulted in behavioral change. Bright Futures, our newest initiative, was created to both correct and prevent financial instability among youth and low-income adults, applying a holistic, practical approach that combines financial education, job skills development and behavioral changes.
match Individual Development Accounts (IDA). These matched funds supplement those saving toward secondary education, home ownership, or micro-enterprise and other asset goals such as personal computers, debt repayment, and downpayments on cars.
Another youth initiative, launched in 2008, funded a Personal Finance curriculum for 8,500 high school seniors to learn financial skills they will need after graduation. The coursework covered everything from checkbook balancing and income taxes, to making investments and dealing with credit.
LABOR PARTICIPATION The United Way Department of Labor Participation, AFL-CIO Community Services, provided more than 27,000 people with $2.3 million in emergency assistance to those experiencing hardships. During the recent downturn in the economy, this type of food, rent, utility and transportation asssistance was critical in keeping families solvent.
Our Community Conversations revealed a common theme. Many San Diego families are working hard but falling short. They struggle monthly to make ends meet and may not know about all the resources available to them, including eligibility for public benefits. Since 2004, as a leader in the EITC Coalition, along with the IRS and the County of San Diego, we helped bring $44 million in EITC refunds back to our economy. In 2011, UWSD received a federal grant to make benefits screening and free tax prep services more accessible to San Diegans with disabilities. Grants from Walmart and Bank of America will also help support this community that is often unaware of potential tax credits. For the past five years we’ve also partnered with the San Diego Housing Commission and the International Rescue Committee (IRC) to 24
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San Diego Futures Foundation helped underor unemployed individuals by training and certifying them for IT occupations using refurbished, donated computers. Forty people received 200 hours of training, internships and IT certification.
INCOME VISION COUNCIL Kristy Gregg – CHAIR US Bank
Mark Miller Miller Legal Center
Todd Bennett Barney & Barney LLC
Joanne Pastula Junior Achievement
Keith Goosby Fleet, Family and Child Programs, U.S. Navy
Greg Pendergast Barney & Barney LLC
John Hargrove Retired Bankruptcy Court Judge Christine Johnston San Diego Workforce Partnership Vanessa Mapula Republic Services
Steve Stroebel General Dynamics – Nassco Sylvia Melena County of San Diego– Health and Human Services – Community Action Partnership
LIVE UNITED SPOTLIGHT: COMMUNITY HOUSING WORKS In addition to a range of housing options, Community Housing Works (CHW) offers comprehensive support, education and resources to help people and neighborhoods move up in the world. United Way’s multifaceted partnership with CHW has made it possible for youth and adults to be armed with the financial education, job skills training and other support they need to be successful. This collaboration has brought vital resources and learning to area residents on the road to financial self-sufficiency: n Financial education and jobs skills development classes through our Bright Futures program
OUR RESULTS Total invested: $5 million Over 36,000 youth and nearly 5,000 adults benefitted from core financial education (budgeting, saving, credit, and taxes). An additional 109,000 benefited from free tax preparation and benefit screening.
n On-site financial education for employees of United Way corporate partners n United Way volunteers to read to younger children and to mentor teens in critical job skills Support for three “learning centers” where CHW residents learn how to prepare their own taxes online with support from trained IRS volunteers. Some residents receive stipends for going through the IRS training, increasing their sense of empowerment and helping their neighbors. The pilot program is being co-funded with The Leichtag Foundation.
Ryan San Diego County Regional Airport Authority
n Through Bright Futures, youth
and adults increased financial knowledge by 78–128% n Hundreds obtained jobs,
increased current wages or qualified for credit building loans. Total Investment: $2.7 million Earned Income Tax Credit n Nearly 109,000 free tax
returns prepared since 2005 n $44 million in refunds
Total investment: $263,500 Individual Development Accounts (IDAs) and Microloans n Hundreds of refugees and
struggling individuals saved for cars, computers and housing. Total investment: $225,000 Basic Needs Assistance n 27,000 provided with food,
rent, utility and transportation support. Total investment: $2.3 million Photo: Doug Gates
n
Core financial education plus job-skills development
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HEALTH OVER $4 MILLION HAS BEEN INVESTED IN PREVENTING AND ADDRESSING CHILD ABUSE AND NEGLECT SINCE 2007, GIVING ALL OF SAN DIEGO’S CHILDREN THE CHANCE TO GROW UP IN A SAFE, SUPPORTIVE ENVIRONMENT THAT PREPARES THEM FOR SUCCESS IN SCHOOL AND LIFE. Better Dads, Better Kids— This parenting program helps low-income, military, Latino, and other dads improve their parenting skills and increase engagement with their children. Several agency partners are implementing this program. Camp Connect— Brothers and sisters separated by foster care reunited for a summer camp and other year-round, sibling-connection activities, generating positive effects in school and in foster care placement. Forensic Interviewing— In support of the Chadwick Center for Children and Families at Rady Children’s Hospital and Palomar Pomerado Health, specialists conduct interviews to determine youth identified as possible victims or witnesses of sexual or physical abuse and prevents repeat interviewing and retraumatization. Home Start Maternal Shelter — helps pregnant or parenting teen mothers, up to age 21, who are at risk or homeless. The facility teaches parenting skills, job readiness, GED or high school completion and financial literacy. Kids & Teens in Court— helps children and teen victims or witnesses reduce their anxiety and fear of testifying in court through anxiety-management skills, courtroom education, and mock trial experience. Period of PURPLE Crying®— Created by the National Center on Shaken Baby Syndrome, this program protects babies by educating parents and caregivers about normal infant crying and the dangers of shaking a baby. Among other agencies, Vista Community Clinic and Family Health Centers helped implement the program. Pediatric Fellowship— With our financial support, Rady Children’s Hospital trained and certified the first specialized child abuse pediatric fellow in our region. Trauma Counseling— In partnership with the Chadwick Center, trauma treatment provided 26
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for children and their families. Social workers, therapists, and psychologists specializing in trauma treatment are trained in Trauma-Focused Cognitive Behavioral Therapy (TFCBT). SafeCare®— We already mentioned this program in Education, but its impact has ramifications from a health standpoint as well. In-home visitors offer three parent-education modules – health, safety and parent-child or parent-infant interaction – over a six-month period. Now implemented throughout the region, the program has changed the way Child Welfare handles substantiated cases of abuse and neglect. United Way Young Parents Program— Our newest program will serve up to 154 young parents with trauma histories using programs like Safe Care® and other supportive services.
CHILD ABUSE & NEGLECT VISION COUNCIL Karla Hertzog – CHAIR Total Personal Service
Walter Philips San Diego Youth Services
Cynthia Bashant San Diego Juvenile Court
Judy Radke Community Volunteer
Jorge Cabrera Casey Family Programs
Thom Reilly San Diego State University
Sharon Lawrence Voices for Children
Marigold Santos County of San Diego
Sandra McBrayer The Children’s Initiative
Charles Wilson Rady Children’s Hospital
Patrick McGrath District Attorney’s Office
Linda Wong-Kerberg Community Volunteer
Roseann Myers San Diego County Child Welfare Services
Debra Zanders-Willis San Diego County Child Welfare Services
Rick O’Hanlon San Diego Police Department
LIVE UNITED SPOTLIGHT: COUNTY OF SAN DIEGO CHILD WELFARE SERVICES Our efforts to stop child abuse and neglect begin and end – literally – with County of San Diego Child Welfare Services. Our funding for such important, life-changing programs as SafeCare®, the evidence-based program that has already improved the lives of thousands of San Diego families, would not be systematized throughout San Diego without our critical partnership with the County. Because of Child Welfare Services’ support and implementation, reporting cases of abuse and neglect has changed for the better, allowing earlier intervention, education, and retraining to help stop the cycle of abuse. SafeCare® Success Story: A recent report out of Oklahoma shows that adding SafeCare to an in-home service program reduced child welfare reports for neglect and abuse by about 26% compared to the same in-home services without SafeCare. When asked to comment on the study findings, SafeCare developer John Lutzker simply exclaimed: “BOOYAH!”
Yulia Mail Boxes Etc.
OUR RESULTS The investment to prevent and treat child abuse and neglect is creating systemic change and increased capacity throughout the region. Total invested: $5 million n 10,511 parents and children served Better Dads, Better Kids n 345 low-income, Latino and military dads served Total investment: $347,000 Camp Connect San Diego n Over 300 youth served Total investment: $209,000 Forensic Interviewing n Over 300 interviews with 65% disclosures. Total investment: $663,000 Kids & Teens in Court n Served 349 children and 255 adults. Total investment: $228,000 Pediatric Fellowship n Two-year pediatric fellowship at Rady Children’s Hospital. Total investment: $200,000 Period of PURPLE Crying® n 15,000 new parents educated. Total investment: $250,000
Photo: Limelife Photography
SafeCare® n 44 staff trained in parent- education techniques n 1,134 parents and 2128 children served Total investment: $2 million Trauma Focused Cognitive Behavioral Therapy n More than 5,700 children and 130 therapists served Total investment: $174,000 Young Parents Program n 154 young parents learn how to stop the cycle of abuse Total investment: $950,000
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THE ANSWER IS ONE SIMPLE NOTION — HOUSING FIRST. WE START BY GIVING THE CHRONIC HOMELESS A PLACE TO CALL HOME, THEN WE CREATE STRUCTURE TO OFFER SUPPORT, SERVICES, MENTAL HEALTHCARE AND JOB READINESS ASSISTANCE IN A SMARTER, MORE SUCCESSFUL WAY. When the Plan to End Chronic Homelessness became a focus of United Way in 2004-2005, little cooperation between the various agencies existed. Dozens of disparate groups worked to help the homeless, but no coordinated effort aligned the organizations. With the advent of Project 25, the “frequent user initiative” we launched in 2010, a historic collaboration has finally made a difference. In its first year of the three-year pilot program, this unique collaboration, part of United Way’s Home Again public engagement campaign, has enrolled 35 chronically homeless individuals with 30 already in permanent housing. This partnership between the city, county and dozens of partner agencies has made Project 25 a model and a resource for other communities. Many formerly homeless individuals have already exited the cycle of homelessness and are now living in their own apartments and receiving supportive services to help them be successful in staying in their homes. By aiding some of the most frequent users of public resources, Project 25 doesn’t just help return these individuals to functional lives; it also saves taxpayers millions of dollars. We also funded San Diego Rescue Mission’s Recuperative Care Units, providing shortterm housing, meals, medical services, case management and social services to chronically homeless individuals recovering from acute illnesses.
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The impact of Project 25 continues with a third party, Point Loma Nazarene College, tracking the total cost of services used by each frequent user, before and after entering the program. In addition, over half of the participants have established a “medical home,” regularly receiving primary medical care at the same location, which helps maintain consistent care and decrease emergency hospital expenses.
HOME AGAIN EXECUTIVE COMMITTEE Dene Oliver – CHAIR OliverMcMillan, Inc. Clint Carney Consultant Richard M. Conklin, LCSW Community Volunteer Rodger Dougherty Kaiser Permanente Sister RayMonda DuVall Catholic Charities Brian Fennessy City of San Diego Ken Klein Cal Western School of Law Kendy Li Community Volunteer
Rick Gentry San Diego Housing Commission Bob McElroy Alpha Project for the Homeless Mathew Packard St. Vincent de Paul Village David Ramirez San Diego Police Department Simonne Ruff Corporation for Supportive Housing Scott Silverman Second Chance
LIVE UNITED SPOTLIGHT: ST. VINCENT DE PAUL VILLAGE Since 2010, St. Vincent de Paul Village has implemented our “frequent user” initiative, Project 25, targeting San Diego’s 35 most severe chronic homeless individuals by providing permanent housing followed by wraparound case management. Substance abuse counseling, mental and physical health services, education and other resources are combined to create a comprehensive system of treatment. As the lead agency, St. Vincent de Paul has a health center on site and the experience to handle the critical elements involved with getting people off the streets and into life. Father Joe Carroll understood the underlying concept behind Project 25, that “Housing First” is the best option. “We’ve learned emergency housing just goes so far. Transition housing only goes so far. Unless you get people into some kind of permanent housing, they’re just going to end up back on the street.” With help from our partners, we can continue to help more of the chronically homeless. As Father Joe says, “No neighbor is beyond help.”
OUR RESULTS Total invested: $2.5 million Permanent supportive housing n units added: 282 n Individuals served with homeless
prevention services: 2,853 Total invested: $614,000 Recuperative Care Units: n served 32 individuals with
critical medical needs Total invested: $420,000 Emergency homeless shelters and drop-in centers in San Diego and North County: n served over 2,000 homeless
Dene Oliver OliverMcMillan
men, women, and children and more than 600 beds Total invested: $415,000 Homeless count and research study: n Homeless count and vulner-
ability index. Study of afford- able housing units. Total invested: $42,000 Project 25 cost savings from March-August 2011: n 77 percent reduction in
in-patient medical stays n 72 percent reduction in
ambulance rides n 74 percent reduction in
ER visits Photo: Limelife Photography
n 56 percent reduction in arrests n 50 percent reduction in number
of jail days Total invested: $1 million
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FIVE-YEAR FUNDED PARTNER AGENCIES 2-1-1 San Diego
LEAD San Diego
Alcott Infant and Child Development Center
Legal Aid Society of San Diego
Alliance for African Assistance
MAAC Project
Alliance for Regional Solutions
Neighborhood Healthcare
Alpha Project for the Homeless
North County Community Services
Black Infant Health Program
North County Health Services
Bayside Community Center
North County Lifeline
Center for Community Solutions
Palomar Pomerado Health
Chadwick Center for Children and Families of Rady Children’s Hospital
Promises2Kids
Community Health Improvement Partners (CHIP) Children’s Initiative Community Housing Works Consumer Credit Counseling Corporation for Supportive Housing Crisis House City of San Diego Door of Hope Family Health Centers of San Diego, Inc. Foundation for Change Hope Infant Program Home Start, Inc. Interfaith Community Services International Rescue Committee (IRC) Jewish Family Service of San Diego Junior Achievement of San Diego and Imperial Counties Just in Time for Foster Youth La Maestra Community Health Centers 30
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Rady Children’s Hospital Regional Task Force on the Homeless Salvation Army San Diego Futures Foundation San Diego Grantmakers San Diego Rescue Mission San Diego Unified School District San Diego Youth Services San Diego Housing Commission Second Chance Social Advocates for Youth (SAY) South Bay Community Services St. Vincent de Paul Village, Inc. The San Diego Foundation Townspeople Union of Pan Asian Communities Vista Community Clinic YMCA Childcare Resource Service YMCA of San Diego County
MAJOR GIVING BETTER LIVES THROUGH ENHANCED GIVING OUR LEADERSHIP GIVING DONORS MAKE A BIG IMPACT NOT ONLY THROUGH THEIR OWN CONTRIBUTIONS BUT BY INSPIRING OTHERS TO GIVE AND INFUSING HOPE INTO THOSE WHO NEED IT MOST. Million Dollar Round Table We are honored to recognize donors whose lifetime contribution to the United Way of San Diego County meets or exceeds $1,000,000. These individuals and foundations exemplify the spirit of philanthropy and its impact on all whose lives are touched as a result of their generosity. Leadership Societies Leadership Society members make an outstanding annual commitment of $1,000 or more annually to United Way. We salute their exceptionally generous spirit, desire to act on that spirit, and commitment to our community. Our leadership givers of the $10,000 and above level are members of the prestigious Tocqueville Society, a national United Way philanthropic membership group. The Legacy Society Legacy donors have made a long-term commitment to the community by including United Way in their planned giving, ensuring they create a forever impact in the San Diego region.
Photo: Doug Gates
Tocqueville Society member Jim Umpleby President, Solar Turbines Inc.
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TOCQUEVILLE SOCIETY Tocqueville Society The prestigious Alexis de Tocqueville Society is a national philanthropic society honoring individuals who annually give $10,000 or more to United Way. Tocqueville members understand the need to lead by example in their communities and their organizations. Visionary Giving Unrestricted funding to United Way drives the strategic, community wide change that is needed to solve problems at their root cause. We would like to give special recognition to our Tocqueville Society members marked with a fleur-de-lis on page 34, who have made a special commitment to this effort by giving at least 10 percent of their annual contribution to further United Way’s community impact work in education, income and health.
(Above) Our 90th anniversary celebration gave us the opportunity to thank United Way’s long-time supporters, including Malin Burnham (left), distinguished San Diego philanthropist, pictured with United Way President & CEO Doug Sawyer (Left) During the 90th Anniversary Legacy Event, Mel Katz of Manpower joins Deborah Szekely, whose family’s history of philanthropy to San Diego included donating the building where United Way resides.
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Women of Tocqueville These generous philanthropists choose to make a separate gift to the Women’s Leadership Council, or direct part of their annual contribution towards their membership.
(Left) Catherine Blair and (Right) Marilyn Sawyer, inaugural members of the Women’s Leadership Council, know the power of women who combine their energies and enthusiasm for the common good.
Photos this spread: Bob Ross
(Below) Longtime friend and United Way supporter Lee Goldberg (left) and Pauline Foster (right), UWSD’s first female board chair.
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TOCQUEVILLE SOCIETY MEMBERS La Table Ronde des Millions de Dollars Lifetime Members Helen Copley* Jenny & Sid* Craig Lawrence M. Cushman ~ Cushman Family Foundation Terry Giles Debbie & Alan Gold Lee & Frank Goldberg Joyce & Craig Grosvenor Melissa & Mark Grosvenor Rachel Grosvenor Joan & Irwin Jacobs Keith Johnson ~ Johnson Family Foundation Betsy Manchester “Papa Doug” Manchester Deborah Szekely Tocqueville Society Donors $250,000 - $499,999 Joyce & Craig Grosvenor ~ The Grosvenor Family Foundation Rachel Grosvenor ~ The Grosvenor Foundation “Papa Doug” Manchester $100,000 - $249,999 Lawrence M. Cushman ~ Cushman Family Foundation Debbie & Alan Gold Johnson Family Foundation $50,000 - $99,999 Carol & Pedro Cuatrecasas Lee & Frank Goldberg Melissa & Mark Grosvenor ~ The J. Mark Grosvenor Foundation Howard Charitable Foundation Robert T. Plumb Katherine & James Umpleby $25,000 - $49,999 Anonymous Catherine & Phil Blair Thomas M. Davidson Giang Do-Tien Damion & Latasha Gillespie Linda & Mel Katz Carol & George Lattimer Jane & Tim McCarthy $10,000 - $24,999 Sarah Anaya & Scott Hilkene Terry & John Babbitt Anonymous Dawn Beattie Lee & Bryan Bebb Barbara & Randy Beck Marla & Robert Bruning Roberta & Malin Burnham Ashwin Chitamun Kathy & John Clift
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Joy & Kenneth Dahlberg Pat & Dan Derbes Ben Dillingham, III Theresa & Doug Drew David Dunn Florence Nemkov & Dr. Bernard Eggertsen Michelle Escala Marilyn & Kim Fletcher Katy Frankel Elaine & Murray Galinson Shannon & Allen Goodall Christopher Hansen Sara & John Hawkins Helm Fund Mary & Ron Hendrix Karen & William Heroman Tim R. Holl Lulu & Andy Hsu Jan & Richard Hunter Ann Hunter-Welborn & David Welborn Natalie & Dale Kain Elisabeth Kimmel Mr. & Mrs. Daniel Kleeburg Dee & Niki Krutop Lois & Rodney Lanthorne Wendy & Richard Ledford Jennifer & K. Alan Lonbom Barbara Katz Maurais Jodi & John Most Jim & Ruth Mulvaney Foundation Charlotte Nielsen* Marilyn & Ken Nolen Christine Parker Anonymous Douglas Regnier Garry O. Ridge Rivkin Family Fund I Clarice Colby-Robinson & Irl Robinson Ted Roth Family Fund Marilyn & Doug Sawyer Scarano Family Foundation Kathy & Charles R. “Red” Scott Anonymous Cecilia Scott-Stanfel & David Stanfel Joseph Segoria The Sellick Family Chris Serocke Jan & Barry Sharpless Gretchen & Jim Simpson Elene & Herbert Solomon Michele & Mark Stephens Anonymous Anonymous Michael Verbeck Iris & Michael Villela Anonymous Anonymous Anonymous Chad Whitehead Mitchell R. Woodbury * deceased
Undesignated gift to United Way
WOMEN’S LEADERSHIP COUNCIL Women Who Lead the Way Our local Women’s Leadership Council (WLC) was founded to mobilize women in the San Diego community and give voice to issues and concerns that are unique to them. Members make an undesignated annual gift of $1,000 annually to fund initiatives specifically focused on helping women and children in San Diego County. This inspiring group hail from many different professions and pursuits but are all united by common ideals: Philanthropy Women are a powerful philanthropic force. Thanks to the leadership of 15 founding members in 2008 and a growing membership, the WLC members have cumulatively invested over $1.1 million dollars into the San Diego community. Advocacy Members have numerous opportunities to inform, educate and influence public policy makers and legislators. Mentoring The WLC offers a distinctive opportunity to serve as role models for the next generation of women leaders. Volunteering
Photo: Doug Gates
Reaching out and personally making a measurable difference in the lives of others is an experience that our WLC members have found not only satisfying, but unforgettable.
Linda Katz Executive Committee member, WLC
Kristy Gregg Chair, WLC
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WOMEN’S LEADERSHIP COUNCIL
Several Enterprise Rent-A-Car employees enjoyed “Breakfast with Mayor Jerry Sanders” hosted by the Women’s Leadership Council.
Women United Fund The WLC’s focused effort allows any United Way contributor to donate gifts in any amount to the newly established Women United Fund. The fund invests in the services, programs and projects that improve the lives of San Diego women and children. Women Living United In addition to helping our local community, WLC members are part of a larger movement of United Way Women’s Leadership Councils throughout the country. Nationally, women’s giving programs raise the most money of any group for United Way. With a network of 50,000 passionate women, United Way Women’s Leadership councils expect to reach $1 billion mark in funds raised by the end of 2012. Step-Up to WLC Recognizing that young women are the future of philanthropy in San Diego, those who are age 30 or under have the opportunity to “step up” to WLC membership: Through a generous $25,000 matching grant from U.S. Bank, they have access to full membership by giving $500 or more in year one. In year two, the commitment rises to $750; in year three, to $1,000.
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Seeing their Investment at Work This past year, WLC members got hands on by volunteering at several agencies and events where, as United Way donors, their dollars made the difference.
The Women’s Leadership Council was honored to host an “old-fashioned” Christmas event in support of the San Diego Youth Services Teen Options Program, which empowers teen mothers to learn parenting skills, stay in school and stay drug and alcohol free. Members shared an afternoon with young moms and their babies, snapping pictures with Santa and sharing their aspirations for the future.
Members participated in to networking events, educational forums and seminars, where they heard about the issues facing women and children in San Diego County. They also learned from City of San Diego Mayor Jerry Sanders how to get involved in advocacy by participating in local committees where their voices could be heard, but more importantly, have an impact. Mock interviews gave Volunteers like Anna Nowak, an HR manager at DL Piper, the chance to mentor teens like Christian Esparza.
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Photo: Doug Gates
Jon Vance, United Way board member, Lives United in downtown San Diego.
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BOARD OF DIRECTORS 2010-2011 CHAIRMAN OF THE BOARD & CHA BOARD REPRESENTATIVE
CHAIR, COMBINED HEALTH AGENCIES BOARD
W. Mark Leslie, Vice President – External Affairs San Diego AT&T
Mary Cruz, Community & Multi-Cultural Relations Manager Sharp Chula Vista Medical Center
BOARD CHAIR-ELECT & CHAIR, CAMPAIGN CABINET Richard S. Ledford, President Ledford Enterprises, Inc.
PAST CHAIRMAN OF THE BOARD & REPRESENTATIVE, SD WORKFORCE PARTNERSHIP POLICY BOARD Philip C. Blair, Executive Officer Manpower Staffing Services
CHAIR, COMMUNITY IMPACT COMMITTEE Kevin Crawford, Fire Chief, Carlsbad Fire Department City of Carlsbad
CHAIR, FINANCE COMMITTEE
FEDERATION REPRESENTATIVE (EarthShare California)
AT-LARGE MEMBERS (continued) Joseph R. Mishriki, Regional President Wells Fargo Bank Mark C. Pydynowski, President & CEO SOMARK Innovations, Inc.
Kate Hanley, Director of Operations San Diego Coastkeeper
Sharon Lee Rhodes, Dean, Economic Development San Diego Community College District
AT-LARGE MEMBER & PFSI VISION COUNCIL CHAIR
Robert E. Smith, VP Finance & CFO General Dynamics NASSCO
Kristan “Kristy” V. Gregg, VP/Community Affairs Manager U.S. Bank – Southern California
AT-LARGE MEMBER & REPRESENTATIVE, HEALTH WAY TRUST SAN DIEGO John S. Hawkins, President Cloud 9 Shuttle
James H. Steeg, Executive Vice President & COO San Diego Chargers D. James Umpleby, President Solar Turbines, Inc. Mitchell R. Woodbury, Attorney-at-Law (Ret.)
AT-LARGE MEMBER AND CHAIR, WOMEN’S LEADERSHIP COUNCIL
STAFF
CHAIR, TOCQUEVILLE SOCIETY
Kathleen A. Sellick, President & CEO Rady Children’s Hospital – San Diego
Douglas F. Sawyer, President & CEO United Way of San Diego County
Allen Goodall, Border Division Manager United Parcel Service
AT-LARGE MEMBERS
Jonathon E. Vance, CFA, CPA, Director Investment Banking Avondale Partners, LLC
CHAIR, MAJOR GIVING Linda L. Katz, Community Volunteer
CHAIR, MARKETING COMMITTEE William Trumpfheller, President Nuffer, Smith, Tucker, Inc.
CHAIR, PUBLIC POLICY COMMITTEE Randy C. Frisch, President & Publisher San Diego Business Journal
SECRETARY TO THE BOARD
Ruben Barrales, President & CEO San Diego Regional Chamber of Commerce Marla B. Black, Senior Vice President and Region Manager Union Bank of California Richard M. Bregman, Market President Bank of America Merrill Lynch Healthcare & Institutions Reid Carr, President & CEO Red Door Interactive
Charlene Dackerman, Senior Vice President Human Resources Bridgepoint Education
Rodger W. Dougherty, Director of Public Affairs Kaiser Permanente
LABOR REPRESENTATIVES
Shirley Horton, President Downtown San Diego Partnership
Jaime M. Barton, Business Agent/Trustee Cement Masons Local 500/Area 744 Lorena S. Gonzalez, Secretary/Treasurer San Diego/Imperial Counties Labor Council Thomas A. Lemmon, Business Manager San Diego County Building & Construction Trades Council AFL-CIO
Karen Hutchens, President Hutchens PR Kris Michell, President Downtown San Diego Partnership
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FINANCIAL INFORMATION UNITED WAY OF SAN DIEGO COUNTY STATEMENT OF FINANCIAL POSITION June 30, 2011 (With Comparative Amounts for June 30, 2010)
2011
ASSETS Cash and cash equivalents Short-term investments Pledges receivable, net Accounts receivable Prepaid expenses and other assets Land, building, and equipment, net Long-term investments
$
1,073,216 9,673,143 6,572,228 120,287 95,687 1,460,740 930,390
Total Assets
$
19,925,691
$
469,296 196,730 3,879,616 2,001,873 1,072,516 86,291 780,639
2010 $
$
746,933 8,551,612 6,476,116 141,366 114,517 1,425,936 802,096 18,258,576
LIABILITIES AND NET ASSETS Liabilities Accounts payable and accrued expenses Amount due to Combined Health Agencies Amount due to Combined Federal Campaign agencies Designations payable Allocations payable Line of credit Pension fund liability Total Liabilities
$
551,095 219,373 3,204,100 2,299,706 1,098,242 83,900 1,505,452
8,486,961
8,961,868
10,931,186 460,880 46,664
9,047,447 202,597 46,664
11,438,730
9,296,708
Commitments (Notes 6, 7, 8, 11 and 12) (Full financial statements are posted on www.uwsd.org) Net Assets Unrestricted Temporarily restricted Permanently restricted Total Net Assets Total Liabilities and Net Assets
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$
19,925,691
$
18,258,576
Photo: Justin Bartels
World-class athlete Norris Frederick Lives United at the Olympic Training Center.
United Way of San Diego County 4699 Murphy Canyon Road San Diego, CA 92123 858.492.2000 www.uwsd.org
GIVE. ADVOCATE. VOLUNTEER.
LIVE UNITED
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