United Way of San Diego County 2010 Commemorative Annual Report

2010

ANNUAL REPORT

CELEBRATING 90 YEARS OF LIVING UNITED

“Many persons have a wrong idea of what constitutes true happiness. It is not attained through self-gratification but through fidelity to a worthy purpose.” ­—Helen Keller­

Mission To improve lives by mobilizing the caring power of the San Diego community.

TABLE OF CONTENTS

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OPENING THOUGHTS

12-19

CELEBRATING 90 YEARS UNITING SAN DIEGO

Message from the Chairman of the Board and President & CEO

Celebration Highlights

From Our 90th Anniversary Committee Chairs

Where Solutions Begin Historical Timeline

20-23

CELEBRATING IMPACT

CELEBRATING OUR DONORS

The Community Impact Model Education Income Health

Leaders in Giving The Tocqueville Society

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28-29 CELEBRATING OUR PARTNERS

CELEBRATING OUR LEADERS

FINANCIAL INFORMATION

Workplace Campaigns

Our Board of Directors

Grants to United Way of San Diego County 2009-2010

Former Staff and CEOs

2009-2010 Statement of Financial Position

CELEBRATING CORPORATE PHILANTHROPY Sponsorship

30-32

33

Partnerships

Scene from an early 1970s campaign kickoff showing companies who still support their community through United Way. From the United Way Archives

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OPENING THOUGHTS Message from the Chairman of the Board and President & CEO Dear Friends: This year, as we celebrate our 90th anniversary of creating better lives for all San Diegans, it is a great privilege to look back and see what we have achieved together.

Over the past nine decades, San Diego has been a community of change, and United Way has proudly met the challenge, adapting to the needs of a region in transition. Together, we developed new organizations like 211 and Volunteer San Diego, which today provide critical and innovative solutions to community issues.

With this commemorative report, we celebrate our progress and the encouraging results of our work, while recognizing the visionaries, community leaders and organizations that have made these initiatives so successful.

Today, we continue serving our most vulnerable citizens by collaborating with community partners and tracking results. Together, we worked to prevent child abuse and neglect, educating parents and changing the County’s system for handling such cases. Together, we helped refugee, homeless and foster youth acquire the financial education they need for a strong start in adulthood. Together, we found permanent housing for chronically homeless individuals, while saving taxpayers hundreds of thousands of dollars.

As we look ahead, we will continue to improve San Diegans’ quality of life by providing the three building blocks we all need to be successful: Education, Income and Health. We look forward to a time when all San Diegans have a solid education, stable income, and good health.

Thank you for helping secure the future of our communities, our families, and our children. When we work together and Live United, there is nothing we can’t accomplish.

Mark Leslie Chairman, Board of Directors

Doug Sawyer President & CEO

Chairman of the Board Mark Leslie, left, and President and CEO Doug Sawyer celebrate at the 2009 United Way campaign kickoff.

Photo: Bob Ross

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From Our 90th Anniversary Committee Chairs...

“It’s my honor to be involved with an organization that does so much for so many.

United Way is strategic about resolving issues that have long confounded our community. That’s why I am particularly pleased, as a United Way Board member, to help steer the 90th Anniversary Committee this year. Again and again, I witnessed the commitment and dedication among my colleagues, United Way’s staff, our community partners, and the countless volunteers who believe in the power of people helping people. Thanks to all of you for Living United and contributing toward the common good!”

—Karen Hutchens Chair of the 90th Anniversary Committee

“I am proud to serve on United Way’s Board of Directors. United Way is one of the vital organizations in our region, focusing on the three building blocks for a good life— education, income and health. Working on United Way’s 90th Anniversary is a real treat, as we honor the amazing community leaders that were inspired to improve the quality of life for all San Diegans by establishing United Way of San Diego County.

Most importantly, it is very exciting to be a member of the leadership team that intends to make a significant positive impact in our community within the next decade when United Way of San Diego County will celebrate its 100th Anniversary.”

—Linda L. Katz Vice Chair of the 90th Anniversary Committee

A group from the 1980s waves while surrounding a giant campaign poster.

From the United Way Archives

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CELEBRATING 90 YEARS UNITING SAN DIEGO Celebration Highlights It was a year of reflection and celebration, as the United Way of San Diego County proudly marked a major milestone – 90 years of providing community leadership to help solve San Diego’s health and human service needs.

Partnering with community and organizational leaders, we have focused on the ever-changing needs of our various communities, assessed their most critical issues and established strategies to solve them.

Since forming in 1920, when E.B. Gould Jr. first convened the Community Chest, and throughout the next nine decades of our transformation, the United Way has been proud to serve as an agent of change in San Diego.

Throughout our history we have proudly recruited extraordinary people and organizations to bring their passion, expertise and resources to create better opportunities for all. And with each generation, it has been our pleasure to watch new community supporters step up to do their part in this work.

The result? A stronger San Diego today, and the opportunity for an even brighter tomorrow.

Our special anniversary celebration included a series of events, beginning with our fall Kickoff Celebration, which honored local pioneers and organizations and featured inspiring success stories.

United Way staff embody the organization’s decades of dedication to the community, from a ‘20s-era flapper (Tiffany Yarling) to a ‘60s hippie (Malia Mullen) to the classic WWII sailor and nurse (Paul Tyson, Kyra Wilson). Photo: Bob Ross

E. Blaine “Jay” Gould, shown second from the left in U.S. Naval Cadet overcoat, was the founder of San Diego’s Community Chest. He is pictured here with other family members (from left), Grace Gould Klauber, Jennie Gould, and Leslie Gould.

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90th Anniversary Kickoff Celebration and Open House Events

Robert Ito with Mary Cruz of Sharp Chula Vista Medical Center; Elaine Boland, Mary Truman, Volunteer San Diego’s Sue Carter-Kahl and Bruce Boland; Augie Gallego, Karen Thaxton and Brian Maienschein; Pat Allen of Kaiser Permanente with her sister; the Szekely family at the legacy event. Photos: Bob Ross

Supporting the education, health and well-being of San Diego’s youth has been a longstanding emphasis of United Way. Here kids at Neighborhood House share playtime, 1989.

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CELEBRATING 90 YEARS UNITING SAN DIEGO 90th Anniversary Kickoff Celebration and Open House Events

Mayor Jerry Sanders hands UWSD President & CEO Doug Sawyer the proclamation for “United Way Day”; 90th Anniversary Steering Committee members Don Morgan and Claude Townsend with Rita Morgan; Former UWSD staff including Bette Hoffman, Portia Bibb and Allen Baytop; past UWSD Board Members Kim Fletcher and Linc Ward; The San Diego Foundation’s Bob Kelly with Jim Mulvaney, Jr. Photos: Bob Ross

Jim Mulvaney, Perry Lieber, entertainer Robert Goulet with Ralph Hodges at the taping of a San Diego TV special promoting the United Crusade.

From the United Way Archives

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90th Anniversary Kickoff Celebration and Open House Events

Dick Woltman and son, with 90th Anniversary Steering Committee Vice Chair Linda Katz and David Mulvaney; United Way Board Members Shirley Horton of the Downtown Partnership and Joe Mishriki of Wells Fargo; Emcee Marty Levin and Mayor Jerry Sanders; UWSD President & CEO Doug Sawyer with Rolf Benirschke; United Way donors from Symitar. Photos: Bob Ross

Hudson and Bauer, radio hosts from KFMB-AM (760) at a United Way Pacesetter campaign event. The two morning drive-time personalities brought laughter and levity to San Diegans for nearly 23 years. They also supported many local charities.

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CELEBRATING 90 YEARS UNITING SAN DIEGO 90th Anniversary “Kids & Money” Photo Exhibit One of the special elements of our celebration is a series of three photography exhibits showcasing the impact the United Way of San Diego County has made in the community in the areas of Education, Income and Health.

By highlighting these three critical areas, we showcase what we believe are the building blocks to a good life.

Kai (left), Carlos (top right), and Medina (bottom right) all participated in the Youth Financial program, learning the value of money management and how to save for the future. Kai and Medina enrolled in programs at Alliance for African Assistance; Carlos went to SAY San Diego. Photos: Katie Gardner

An enthusiastic group at a United Way/CHAD campaign event from the 1980s. In the 1970s, United Way joined forces with eleven national health agencies – called the Combined Health Agencies Drive – to merge campaign efforts.

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United Way – Where Solutions Begin Throughout our history, countless individuals, families and organizations have joined with us to create measurable achievements for San Diego. Yet not all of our partnerships have come from the outside. Some of them began from within.

One of the roles we have been most proud to play has been to create innovative new programs, which would go on to extend beyond our organization to their own, critical place in San Diego’s nonprofit community.

In fact, the Live United spirit has been instrumental in creating and facilitating some of San Diego’s most respected, outstanding organizations.

These include: 211 San Diego The Children’s Initiative LEAD San Diego Nonprofit Management Solutions Regional Task Force on the Homeless The San Diego Foundation San Diego Grantmakers Volunteer San Diego We are proud to have played a role in the history of these incredible organizations. We thank them for their ongoing work and commitment to creating a better San Diego for all.

A member of the Info Line staff provides assistance to a caller.

GuideLine, a countywide information and referral service that began as a United Way department in 1969, was renamed Info Line in 1986, then in 2003 became an independent nonprofit, 211 San Diego.

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CELEBRATING 90 YEARS UNITING SAN DIEGO

Historical Timeline

1920

1942

1957

1961-62

E.B. Gould, Jr. organizes the Com­munity Chest/ Community Welfare Council. The first campaign raises funds for 19 local agencies.

The San Diego Community rallies during World War II, and the Community Chest becomes the War Chest.

Million dollar goals were reached during the war years.

An association of givers – including the Community Chest, United Cerebral Palsy, and the Red Cross – combines its forces into the United Fund.

The James F. Mulvaney Study Committee consolidates local fundraising activities into a new organization, United Community ­ Services. The following year, it’s tagged the United Crusade.

The Combined Federal Campaign began, financially boosting the United Crusade and showing the power of giving among federal employees, both in and out of uniform.

1986

1988

1990

1992

1994

GuideLine, a countywide information and referral service for individuals seeking help, created in 1970, expands to become INFO LINE. The service, now known as 211, takes its onemillionth call!

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A local chapter of the Tocqueville Society is formed, attracting some of San Diego’s top civic leaders and benefactors, who donate $10,000 or more.

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The first one million dollar individual gift is donated by Sid and Jenny Craig.

United Way helps to launch The Children’s ­ Initiative, bringing together government, business, and community to address the problems of our most valuable resource: our children.

1965

An inclusive approach adds new campaign partners Earth Share, Educate America, United Negro College Fund, American Indian College Fund, National Hispanic Scholarship Fund, and the BECA Foundation.

1967

1973

In response to a growing population, a North County office is opened.

A Fund is created to provide annual grants to support non-tradi­tional agencies and minority movements. A part­ nership with the Department of Labor Participation is established to help the community and union members.

National trends and a local study result in a new name: United Way of San Diego County, bringing together planning, budgeting and fundraising in one organization.

United Way provides leadership for a three-year partnership with San Diego City and County governments to support human care services.

Volunteer San Diego became an operating division of United Way and the center for volunteer activities in San Diego. United Way joined forces with eleven national health agencies – called the Combined Health Agencies Drive – to merge campaign efforts.

2001

2005

Thirteen grant makers create a plan to collaborate funding to strengthen under-invested neighborhoods in Southeastern San Diego. This plan will eventually include the Earned Income Tax Credit Coalition, which United Way still supports.

United Way hosts a community workshop on “The Plan to End Chronic Homelessness in the San Diego Region.” Participants include city mayors and Phil Mangano, from the U.S. Interagency Council on Homelessness.

1974

1975-76

1985

United Way helps create the San Diego Community Foundation, geared toward planned giving and trusts.

United Way is also instrumental in starting the San Diego Commu­nity Leadership Development Program, known today as LEAD San Diego.

Regional Task Force on the Homeless begins at United Way. A collaboration with the city and county, the task force provides important data on the county’s homeless population.

2006

2008

2010

United Way adopts a Community Impact approach to its strategies, incorporating three focus areas: Preventing Child Abuse & Neglect, Promoting Financial Stability & Independence, and Homeless Outreach and Prevention.

The board approves formation of the Women’s Leadership Council, chaired by Kathleen Sellick from Rady Children’s Hospital.

A public awareness campaign is launched, Home Again: Ending Chronic Homelessness in San Diego, to engage the broader community.

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CELEBRATING IMPACT The Community Impact Model United Way is committed to building stronger, healthier communities in San Diego.

It’s why we were founded 90 years ago. It’s why we persevere despite ongoing challenges.

Our strategy is simple: invest donor dollars strategically in a few critical areas where it’s possible to measure real change in the lives of San Diegans. The Community Impact model concentrates on solving problems in the three major building blocks for a better life: Education, Income and Health.

Why these three areas? Because we believe everyone deserves opportunities to have a good life: a quality education that leads to a stable job, enough income to support a family through retirement, and good health. We are all connected and interdependent; we all win when a child succeeds in school, when families are financially stable, when people are healthy.

Our goal is to create long-lasting changes by addressing the underlying causes of these problems.

Advancing the common good is less about helping one person at a time and more about changing systems to help us all.

Those who join us and “Live United” by giving, advocating and volunteering know that their work means something.

Separated siblings in foster care reunite at Camp Connect San Diego, held in Julian.

The camp and yearround activities help strengthen sibling bonds. Funded by United Way, with outreach to youth and families provided by Child Welfare Services.

Promises2Kids coordinates the events.

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Photo: Rodney Bates

How We Measure Success Our outcomes don’t just show what we can do. They also illustrate what happens when a community comes together for the good of everyone.

Jessica’s Story...

Jessica and her 13-year-old daughter became homeless because Jessica chose to leave a domestic violence situation. They then began living in an affordable housing rental property and Jessica attended financial education classes at Community Housing Works. After completing the classes, she opened a United Way-funded Individual Development Account that allowed her to save toward the purchase of a modest home. This past Thanksgiving, mom and daughter celebrated their first holiday in their new home. Jessica’s story illustrates the importance of having the key building blocks to a good quality of life—Education, Income and Health.

2009-2010 Community Impact Partners Foundation for Change Home Start Interfaith Community Services International Rescue Committee Jewish Family Service of San Diego Junior Achievement Just in Time for Foster Youth La Maestra Community Health Centers Legal Aid Society of San Diego MAAC Project Neighborhood Healthcare North County Lifeline Palomar Pomerado Health Promises2Kids Rady Children’s Hospital Salvation Army SANDAPP San Diego Futures Foundation San Diego Rescue Mission San Diego Unified School District San Diego Youth Services San Diego Housing Commission SAY (Social Advocates for Youth) San Diego Second Chance South Bay Community Services St. Vincent de Paul Village Townspeople Union of Pan Asian Communities Vista Community Clinic YMCA of San Diego County

A multigenerational mix of residents on the steps of Alpha House, one of the many community groups funded in the 1970s.

From the United Way Archives

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CELEBRATING IMPACT Education: Helping children and youth achieve their potential Education is the cornerstone of individual and community success. Every teacher knows that school readiness starts long before a child sits in their classroom.

Emotional and physical health and strong social skills are critical to every child’s ability to learn.

We know that child abuse prevention through researchbased programs will produce lasting, measurable results. And that means that every child will have the chance for a healthy, meaningful life.

We support innovative programs that protect the lives of our most precious resource: our children.

SafeCare® is an in-home-visitation program that focuses

on children from birth to 12 years old and teaches intensive parenting and child health skills. It has been rolled out to all areas of San Diego County with providers delivering the program to every child and family who needs it. These trained home visitors report increased engagement and optimism about their work to help prevent the re-occurrence of abuse and neglect.

United Way finished funding a two-year fellowship with Dr. Premi Suresh at Rady Children’s Hospital.

Dr. Suresh treated abused and neglected children, conducted research, and provided community trainings to share her knowledge with healthcare practitioners and caregivers.

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Photo: Alice Gerschler

Several programs funded last year targeted foster youth, a particularly vulnerable segment of San Diego’s population. Many of them are disadvantaged by their struggles to overcome abuse and neglect. Research shows that children from lower-income or disadvantaged families often fall behind their peers on many measures of academic success. They are often less emotionally and socially ready to succeed in school and life. Furthermore:

• 50% of foster youth drop out of high school

• 50% will be homeless or unemployed within two years of leaving foster care

Better Dads, Better Kids—Our newest program serves

military, Latino and lower-income fathers, as well as those in alcohol and drug recovery programs. Through parenting classes, support groups, and in-home visitation, fathers are empowered to learn parenting skills and increase engagement with their children. More than 300 dads so far have benefited.

Camp Connect San Diego—A series of events reunites

siblings separated by foster care who can’t be placed together due to family size or special needs. Siblings attend summer camp and other year-round opportunities to strengthen family bonds that are critical to their emotional health and well-being. Summer 2010’s camp was held in Julian; other activities included visits to Mission Bay Yacht Club, Legoland’s Waterpark, and Knott’s Berry Farm.

Trauma Counseling—A variety of methods provide

trauma treatment for children and their families affected by child abuse, domestic violence, and other forms of trauma. More than 2500 children have received specialized trauma counseling to help them cope with stress associated with sexual, physical, and emotional abuse. In addition, social workers, therapists, and psychologists trained in Trauma-Focused Cognitive Behavioral Therapy.

Forensic Interviewing—Specialists at the Chadwick

Center at Rady Children’s Hospital and Palomar Pomerado Health conduct interviews with youth identified as possible victims or witnesses of sexual or physical abuse.

This approach not only prevents repeated interviewing and re-traumatization, but it is more likely to produce evidence that will stand up in court if the investigation leads to criminal prosecution. Of those interviewed, 64% resulted in disclosures, with many leading to juvenile and criminal court filings.

Kids and Teens in Court—This program, administered at

the Chadwick Center, helps children and teen victims or witnesses reduce their anxiety and fear associated with testifying in court. Courtroom education and mock trial experiences help participants gain a sense of empowerment. In 2009-2010, close to 300 children (and caretakers) were prepared to testify in court against the people who hurt them.

A United Way sign points outs the organization’s recognition of the personal computer’s growing importance in the mid 1980s.

Of course, today it is a critical cultural, social, and educational necessity for any child.

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CELEBRATING IMPACT Income: Promoting Financial Stability and Independence Income is the way forward for families, individuals and community. Yet as many as one-third of working Americans do not earn enough money to meet their basic needs.

Our focus is on helping low-income families and individuals become financially stable. We do this by equipping them with knowledge and teaching them how to achieve the behavioral changes that will ensure their success — no matter what the economic climate.

With the downturn in the economy, United Way’s effort is even more critical to the financial health of our community.

High-quality training helps people of all ages manage their money.

From young adults in charge of their finances for the first time to single mothers struggling with bad credit to working families building toward their first assets, the programs United Way funds help build a strong financial foundation.

Youth Entrepreneurship—Over two years United Way supported $170,000 in scholarships for low-income, middle school students to participate in Junior Achievement’s Biz Town, a mini-city – complete with businesses and a city hall – where students make financial decisions, manage employees, and pay bills and taxes. Over two years, 1825 middle-schoolers received classroom financial education and 4010 students participated in Biz Town.

Financial Education for Disadvantaged Youth—Refugee, homeless,

economically disadvantaged, and youth leaving foster care learned the core skills of money management: budgeting, credit and debt, taxes, checking and savings. Funding also helps youth (13–24) save toward assets such as a car or deposit on an apartment. Over 1300 youth participated, learning how to read credit reports, deal with U.S. currency, do their own banking and teach their new skills to adult family members.

A 1960s “giving guide” campaign poster shows how very different the average wage in San Diego was from today.

From the United Way Archives

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Asset Building—In 2009, $55,000 supported the Inter-

national Rescue Committee’s Financial Education Loan Fund. Since December 2009, the IRC has made 372 loans; 301 credit building loans; 69 emergency loans; and 2 credit repair loans. Repayments to date are an impressive 95%. All re-paid funds have been recycled back into the IRC’s loan fund.

Adult Financial Education—Low-income adults and

families attended 16-hour financial education classes through Community Housing Works. At the program’s conclusion, participants reported a 73% increase in financial knowledge, which led to impressive overall results: 50% of participants increased their FICO scores by an average of 50 points and 56% decreased debt by nearly $2,000. Participants increased savings by 57% (an average of $1,041) and 50% opened a bank account for the first time.

EITC—Under United Way’s leadership, the San Diego

Countywide Earned Income Tax Credit (EITC) Coalition helped low-income residents qualify for thousands of dollars in tax credits. In 2010, more than 38,000 federal and state tax returns were filed, bringing about $22 million in refunds to working families and the local economy. Nearly $7.2 million were EITC dollars. The coalition also partnered with student volunteers from SDSU, Cal State San Marcos, and Southwestern College, who screened 415 families and individuals for CalFresh food stamp eligibility; 138 completed applications to receive benefits.

Lessons in money management Medina, a 19-year-old refugee who has lived in Pakistan, Iran and Azerbaijan, learned money management through the Alliance for African Assistance — budgets, banking, the importance of understanding her paycheck and much more. Medina now attends school and works as an interpreter for other women who are also refugees. She also spends time teaching her friends and parents the importance of holding onto their pennies.

Kai, originally from Myanmar, came to San Diego in 2009 after living for three years in a Thai refugee camp. Before her financial education program began, she helped recruit friends. But as classes continued the 17-year-old became more teacher than student, encouraging her peers to put their knowledge of checking and savings, credit and debt, and taxes into action. She recently opened her first bank account.

“Refugee children tend to have a higher English ability and often take on many household responsibilities. Educating the children impacts the entire family, giving them the knowledge necessary to help themselves.”

—Ali Wolters, Alliance for African Assistance

Volunteers provided free tax preparation services to over 19,000 individuals and families through the EITC program.

Photo: United Way Worldwide

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CELEBRATING IMPACT Health: Improving people’s health Good health is vital to San Diego. Issues that face the homeless, such as addiction and mental illness, were once thought to be only social concerns. Now, these challenges are increasingly recognized as health problems, resulting in devastating consequences for individuals, families and neighborhoods.

Of the 10,000 homeless individuals on San Diego County streets, almost 1,400 are chronically homeless — those who experience numerous periods of homelessness while struggling with a physical or mental disability, or substance abuse. Until the chronically homeless have permanent housing, these individuals will continue to suffer, and at the same time take their toll on economic resources in the community.

found permanent homes for 177 chronically homeless San Diegans in the past 17 months and saved taxpayers money. Studies show a small percentage of chronically homeless use a disproportionate amount of homeless resources. By reducing their numbers, hundreds of thousands of dollars have already been saved in city and public services.

“In three years, we’re going to show you some people whose lives are totally changed, because we, as a community—the city, the county and all the agencies— took time to say ‘Let’s focus on these 25, so we can focus on the thousands that still need our help in the future.’ ”

We believe the key to ending homelessness is to provide permanent housing first, followed by mental health, medical, legal, job training and other necessary services.

This model, called Housing First/Housing Plus, is a documented success in many U.S. communities where it reduced homeless populations up to 70 percent.

By helping individuals improve their physical and mental health, we reduce the need for expensive inpatient mental health care and hospitalization.

Home Again, our public engagement campaign to involve San Diegans in the fight to end chronic homelessness, has used a multipronged approach to connect with the general public. United Way and its partners

United Way’s partnership with the NFL uses advertising and community outreach to educate kids on how exercise and good nutrition helps fight obesity. The San Diego Chargers hold a mini training camp for middle schoolers during the annual NFL and United Way Hometown Huddle.

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Photo: Mike Nowak

— Father Joe Carroll

$1.2 million in United Way funding was distributed to several providers:

Arthur’s story…

Crisis House’s Regional Access Center served 455 chronically

homeless people and housed 37 from June 2009 through October 2010, providing access to emergency food, supplies, phone, mail and legal assistance, as well as motel vouchers, transitional housing programs, and referrals for medical care and community resources.

San Diego Rescue Mission’s Recuperative Care Program helped

141 homeless people recover from acute illnesses or injuries during the same time period, saving over 1,000 acute inpatient days at Scripps hospitals. Over 50 chronically homeless people have progressed from this program to permanent housing.

Alpha Project has helped 85 chronically homeless individuals

secure permanent housing and provided over 600 counseling sessions and medical services to over 300 patients. The goal was to outreach to at least 300 people a month; in September, Alpha Project reached 700 people.

Townspeople has helped five chronically homeless individuals

obtain supportive and affordable housing and participate in a recovery program, where they abstained from alcohol or other substance abuse for at least six months.

Arthur was already blind in one eye as the result of a violent life on the streets. Now he had been beaten again, this time taking the sight from his other eye. Surgery had managed to save his eye, but it could not return his sight. The streets were no place for him to heal, let alone struggle with the challenges of learning to adapt to a life without sight.

Through a close partnership between the hospital and the San Diego Rescue Mission’s Recuperative Care Unit (RCU), Arthur received the help he needed to follow through on months of medical appointments and rehabilitation. At the RCU, he also met with a therapist to work through his depression and grief and his long-standing alcohol addiction. He faithfully attended groups and classes, and with the help of RCU staff was able to secure disability income. After months of healing, counseling and rehabilitation, Arthur left the RCU to move into an apartment of his own.

In 2009, United Way unveiled Home Again, a public engagement campaign to raise awareness of the solution to chronic homelessness and to get a broader cross-section of the public involved.

Photo: Dana Neibert

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CELEBRATING OUR DONORS Leaders in Giving The Leadership Society takes philanthropy seriously. Members set a standard of giving in our community, making a significant contribution to the work we can accomplish.

Through a minimum annual donation of $1000 Leadership Society members are a powerful force in enriching the quality of life in their communities. Most importantly, they illustrate what can be achieved when the gifts of individuals are combined for a common purpose.

Women’s Leadership Council Steering Committee 2009-2010 Chair: Kathleen Sellick President & CEO, Rady Children’s Hospital Chair-Elect: Kristy Gregg VP of Marketing and Community Relations, San Diego National Bank

Women’s Leadership Council

Chair, Membership: Marla Black Senior Vice President, Regional Manager, Union Bank of California

Our Women’s Leadership Council takes to heart the national call to action.

Vice-Chair: Wendy Reuben Regional Marketing Manager, Costco

This strong group of women — some of the region’s most influential and altruistic — provide a meaningful philanthropic opportunity to learn, lead, and advocate on issues critical to advancing the common good.

Chair, Advocacy: Karen Hutchens President, Hutchens Public Relations

Members represent the financial, legal, service industry, education, and health care and successfully raise both awareness and much-needed funds to support our efforts and improve Education, Income and Health.

Chair, Education: Lulu Hsu Director of Marketing & Business Development, Solar Turbines

And new women continue to join, inspired by the council’s mission to improve people’s lives by mobilizing the strength and resources of women in the San Diego community.

Chair, Governance & Nominations: Catherine Blair Civic Volunteer

We invite all San Diego women to consider joining this dynamic, active and accomplished group.

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Vice-Chair: Rana Sampson, Civic Volunteer

Vice-Chair: Margo Lewis Moore, Lewis, Schulman & Moore, APC Steering Committee Members at Large: Joye Blount, Michele Chadwick, Linda Katz, Lisa Larkin

Members of United Way’s Women’s Leadership Council successfully raise both awareness and much-needed funds to support our efforts and improve Education, Income and Health.

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Vice-Chair: Anne Haule Legal Advisor, Scripps Health

The Tocqueville Society For more than two decades, the United Way of San Diego County’s Tocqueville Society has deepened support for philanthropic giving and service in San Diego.

Throughout our history, some of our organization’s most impactful work has been driven by this prestigious circle of citizens.

Named after Alexis de Tocqueville, a French historian who wrote about America’s unique philanthropic spirit and voluntary service, Tocqueville Society membership is granted to those who illustrate their passion for San Diego through a generous annual gift of at least $10,000.

Those who have made this outstanding commitment include some of the most prominent social, professional and business leaders in San Diego County.

Though members represent a wide variety of sectors, interests, communities and passions, each has one thing in common: a commitment and dedication to a strong, healthy San Diego, and a vision for an even brighter future for our children.

We thank our Tocqueville Society members, and we invite those who have not yet joined to learn more about this important group.

Pauline Foster, the first woman to chair the United Way of San Diego County Board of Directors, and her late husband Stanley, were early Tocqueville members and longtime supporters of United Way. Photo: Bob Ross UWSD

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CELEBRATING OUR DONORS The Tocqueville Society Members 2009-2010 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 Johnson Family Foundation Betsy Manchester “Papa Doug” Manchester Deborah Szekely Ordre d’Indépendance Joyce & Craig Grosvenor Melissa & Mark Grosvenor Rachel Grosvenor La Société Nationale Debbie & Alan Gold Lee & Frank Goldberg Johnson Family Foundation Ordre de Fraternité Cushman Family Foundation Ordre d’Egalité Carol & Pedro Cuatrecasas Lillian & Robert Howard

Ordre de Liberté Latasha Gillespie Richard Hausman John Hawkins Linda & Mel Katz Carol & George Lattimer Jane & Tim McCarthy Katherine & Jim Umpleby Membres de la Société Dawn Beattie Lee & Bryan Bebb Catherine & Phil Blair Robert Bruning Roberta & Malin Burnham Sean Charles Barry Clarkson Joy & Kenneth Dahlberg William Danola Pat & Dan Derbes Giang Do-Tien Theresa & Doug Drew David Dunn Florence Nemkov & Bernard Eggertsen Mark Engstrom Michelle Escala Marilyn & Kim Fletcher Pauline Foster Katy Frankel Shannon & Allen Goodall Bonnie & Steve Gosselin Mary & Ron Hendrix Karen & William Heroman Lulu Hsu Jan & Richard Hunter Ann Hunter-Welborn & David Welborn

In the late 1990s, 1977 Campaign Chair Kim Fletcher (whose grandfather, Colonel Ed Fletcher, served as United Way Campaign Chair in 1928) and then Tocqueville Chair Dirk Broekema recognized Sid and Jenny Craig with a special Tocqueville Award.

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Barbara Katz Theresa & Martin Keith Elisabeth Kimmel Daniel Kleeburg Dee & Niki Krutop Lois & Rodney Lanthorne Wendy & Richard Ledford Jennifer & K. Alan Lonbom Diane & Robert Meade Margie Melby Jodi & John Most Ruth & Jim* Mulvaney Charlotte Nielsen Ken Nolen Douglas Obenshain Matthew Ober Thomas Pellette Douglas Regnier Art & Jeannie Rivkin Clarice Colby-Robinson & Irl Robinson Jeanne & Ted Roth Marilyn & Doug Sawyer Genell & David Schlotterbeck Kathy & Charles R. “Red” Scott Cecilia Scott-Stanfel & Scott Stanfel The Sellick Family Chris Serocke Gretchen & Jim Simpson Elene & Herbert Solomon Dwight Stanford Michele & Mark Stephens James Stowe Iris & Michael Villela Patricia & Mitchell Woodbury Stephen & Sheila Zamucen *deceased

A Lasting Legacy for the San Diego Community In honor of James F. Mulvaney November 22, 1922–October 10, 2010 It was with deep sadness that we marked the passing of one of San Diego’s most influential and generous leaders this past year.

During his lifetime, James F. Mulvaney became known for his extraordinary list of inspired, philanthropic achievements, including the role he and his wife played as founders of our local Tocqueville Society.

Jim passed away in October, less than one week after we recognized him as the inaugural recipient of an award named in his honor, commemorating 50-plus years of exceptional volunteer service to the San Diego community.

Jim and Ruth Mulvaney shown at a Tocqueville event held in the home of Lee & Frank Goldberg. Photo: Bob Ross

On that early fall evening, we celebrated Jim’s legacy with hundreds of longtime friends, community leaders and United Way supporters. A dear friend shared with the group a story that exemplified Jim’s belief in the transformative power of giving back to the community. When asked many years ago by a fellow colleague why he did all the things he did, Jim responded simply, “Because it makes me feel good.”

We believe his words can inspire us all.

United Way’s president & CEO, Doug Sawyer, presents the first annual James F. Mulvaney Community Leadership Award to Jim’s sons. The event commemorated Mulvaney’s 50-plus years of exceptional volunteer service to the San Diego community.

Photo: Bob Ross

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CELEBRATING CORPORATE PHILANTHROPY Workplace Campaigns Each year, San Diego’s corporate sector joins individuals and families in creating lasting change for San Diego by contributing to the United Way/ CHAD campaign. They do this in one of two ways – through a workplace campaign or by investing directly in our Community Impact efforts.

Top 20 Campaigns 1. Solar Turbines, Incorporated 2. AT&T, Inc. 3. Costco

Corporate Leadership

4. County of San Diego

To see the team effort and community activism created through workplace giving is to be inspired.

5. Hewlett-Packard Company

Nearly 600 area companies hold more than 1,000 workplace giving campaigns each year. This allows tens of thousands of San Diego County residents to conveniently donate millions of dollars to help improve lives in our region.

7. Kaiser Permanente

Although the campaign officially kicked off in September 2009, many businesses and organizations, known as “pacesetters,” jump-started the year by raising over a million dollars over the summer.

2009-2010 Pacesetters Bloomingdale’s

Macy’s

Solar Turbines

UPS

Deloitte

Mailboxes Etc.

State Farm

Geico

Parkinson’s Disease Association of SD

Target Stores

United Way of San Diego County

Kashi

6. Wells Fargo Bank 8. GEICO Direct 9. United Parcel Service 10. Nordstrom 11. Hunter Industries, Inc. 12. National Steel and

Shipbuilding Company 13. University of California,

San Diego 14. General Atomics 15. Target Stores 16. Bank of America 17. Enterprise Rent-A-Car

Workplace campaigns promote the spirit of giving to San Diego employees and demonstrate our corporate partners’ commitment to our community.

18. Johnson & Johnson

Pharmaceutical

We thank all of those who give to United Way of San Diego County through workplace giving, and we are pleased to highlight the top 20 workplace campaigns of the year.

19. Multiple Sclerosis Society/

National-San Diego

Pacesetters attending the 20092010 Campaign Coordinator training in the Chargers locker room at Qualcomm Stadium.

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2010 ANNUAL REPORT

20. Fieldstone Communities, Inc.

Award Winners

Best Practices Awards

We thank our “Best Practices” award winners for setting the tone for their employees and the San Diego business community. For the first time we created a new category, “Best New Business Campaign,” to recognize highly successful first-time efforts in the workplace.

Bridgepoint Education took home the prize for the first award.

1. Best Campaign, Large Company AT&T

2. Best Campaign, Mid-Size Company Hunter Industries

3. Best Campaign, Small Company BioMed Realty Trust

4. Best New Business Campaign Bridgepoint Education

5. Team Spirit Award California Bank & Trust

Volunteer United Way Board members, Randy Frisch and two-time Campaign Chair Richard Ledford.

UNITED WAY HAS LOCALLY INVESTED

Photo: Bob Ross

MORE THAN $800 MILLION

, IN KIDS FAMILIES AND THE SAN DIEGO COMMUNITY

FOR NINETY YEARS Proud employees of Solar Turbines with United Way president & CEO, Doug Sawyer, display the President’s Award for the company with the highest number of Leadership Givers. This top workplace campaign consistently generates nearly $1 million for the community.

Photo: Bob Ross

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CELEBRATING CORPORATE PHILANTHROPY Sponsorship 90th Anniversary Presenting Sponsor “As a lead sponsor of United Way’s 90th Anniversary celebration, Wells Fargo understands it has a responsibilty to our community: to not only invest financial capital, but also human and social capital. That means thousands of caring team members volunteer their time to make financial education accessible to everyone we serve — all age groups, economic segments, and ethnically diverse communities.”

—Joseph Mishriki, Regional President South San Diego Wells Fargo

We’re proud to partner with Wells Fargo, a strong United Way supporter both nationally and locally. In fiscal year 2009-2010, they invested $434,000 in the San Diego Community. Despite the down economy, Wells Fargo increased its commitment to United Way in San Diego, demonstrating their confidence in our ability to deliver effective long-term change.

Paul C. Barkley, 1982 United Way Campaign Chair and CEO of PSA, led one of the dynamic workplace campaigns of the 1980s.

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90th Anniversary Sponsors While this year has been a year of celebration, it’s also an opportunity for us to recognize the great philanthropy of our corporate supporters. To build a community where everyone has the aspirations, resources and opportunities to reach their potential requires everyone

in the community working together. The corporate community has been especially generous with its time and talent, serving as advisors, advocates and active volunteers.

Bridgepoint Education employees accept the Best New Business Campaign Award for 2009-2010.

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CELEBRATING OUR PARTNERS Grants to United Way of San Diego County (2009-2010) Corporations play another critical role in our efforts when they provide funding through a grant or gift.

These companies understand the importance of a strong, healthy San Diego. They believe in our Community Impact model and our efforts to enhance San Diego by providing the three building blocks to a better life: Education, Income and Health. We thank them for their dedication to our communities.

BANK OF AMERICA FOUNDATION: General Community Impact support BANK OF AMERICA: Earned Income Tax Credit services FARM ADVERTISING: The Plan to End Chronic Homelessness FORD MOTOR COMPANY: Funding to promote the United Way/CHAD campaign THE HOWE FAMILY FUND AT THE SAN DIEGO FOUNDATION: General Community Impact support KAISER FOUNDATION HOSPITAL SAN DIEGO: General Community Impact support LOCKHEED MARTIN: General Community Impact support THE ARTHUR AND JEANETTE PRATT MEMORIAL FUND: Period of PURPLE速 Crying THE NELLIE THATCHER PERKINS FOUNDATION AT UNION BANK: General Community Impact support THE SAMUEL I. AND JOHN HENRY FOX FOUNDATION AT UNION BANK: Income THE SUSAN SCOTT FOUNDATION: The Plan to End Chronic Homelessness UNION BANK: Earned Income Tax Credit services U.S. BANK: Income WAL-MART FOUNDATION: Earned Income Tax Credit services THE WACHOVIA-WELLS FARGO FOUNDATION: The Plan to End Chronic Homelessness

Margie Melby (R), Tocqueville Society member, with other employees of Kaiser Permanente at the 2009-2010 United Way campaign kickoff.

Photo: Bob Ross

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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 25 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.

The Combined Federal Campaign is a once-a-year work-

place fundraising effort for federal employees, including military, civilian, and U.S. Postal Service personnel working in San Diego County.

The California State Employee Charitable Campaign is an

annual workplace fundraising effort that gives state employees the opportunity to raise money for nonprofit, charitable organizations. State employees in San Diego County raised more than $327,000 this fiscal year through the campaign.

Annually, members of CHA touch nearly one million people through client and community services, as well as public and professional education programs.

American Indian College Fund raises awareness and funds

Labor Participation supports the United Way/CHAD

BECA Foundation encourages and empowers aspiring

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, unemployment claims, and periodically for rent, mortgage and utilities.

for Tribal Colleges and Universities, offering access to knowledge, skills, and cultural values.

Latino students to pursue higher education through financial and moral support.

United Negro College Fund provides funds and services

for historically black colleges and universities, student scholarships and internships, and faculty training.

Other Partnerships & Collaborations EarthShare California is a federation of environmental

agencies included in the United Way/CHAD Campaign for designation purposes only.

Dick Krumvieda, 2009-2010 Chair of Combined Health Agencies (CHA) Board and Susan Day, president & CEO of CHA at United Way’s 90th Anniversary Legacy Open House.

Photo: Bob Ross

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CELEBRATING OUR LEADERS Thank You to Our Volunteers...

As we look back on 90 years of Living United, we are grateful to those who have contributed their passion, expertise and resources to improve our community.

We honor those who led our board—volunteers like Phil Klauber and Pauline Foster, Glen Estell and Kim Fletcher.

And we celebrate those who have helped make us what we are today.

Our 2009-2010 Board of Directors RUBEN BARRALES

JACKIE BRADFORD

JAIME M. BARTON

RICHARD M. BREGMAN

At-large Member President & CEO San Diego Regional Chamber of Commerce Labor Representative Business Agent/Trustee Cement Masons Local 500/Area 744

MARLA B. BLACK

At-large Member Senior Vice President and Region Manager Union Bank of California *PHILIP C. BLAIR Past Board Chair & Representative, San Diego Workforce Partnership Policy Board Executive Officer Manpower Staffing Services

At-large Member President & General Manager KNSD-TV San Diego At-large Member Market President Bank of America Merrill Lynch Healthcare & Institutions – West

RITA M. CEPEDA

2010 ANNUAL REPORT

LYNN M. ELDRED

At-large Member Program and Operations Manager First 5 Commission County of San Diego *RANDY C. FRISCH Chair, Public Policy Committee Community Volunteer

*KEVIN CRAWFORD Chair, Community Impact Committee Fire Chief Carlsbad Fire Department City of Carlsbad

*LORENA S. GONZALEZ Labor Representative Secretary/Treasurer San Diego/Imperial Counties Labor Council

Photo: Bob Ross

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At-large Member Senior Vice President Human Resources Bridgepoint Education

At-large Member President San Diego Mesa College

Volunteer United Way board members John Hawkins, Karen Hutchens, and Jon Vance, at the 90th Anniversary Kickoff Celebration.

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CHARLENE DACKERMAN

*ALLEN GOODALL Chair, Tocqueville Society Border Division Manager United Parcel Service South Cal District

STEPHEN A. GOSSELIN

*HAROLD G. JOHNSON Secretary to the Board & Representative, San Diego Workforce Partnership Policy Board President Procurement Concepts, Inc.

At-large Member President Solar Turbines, Inc.

LINDA L. KATZ

KRISTAN “KRISTY” V. GREGG

RICHARD A. KRUMVIEDA

At-large Member & Vision Council Chair VP of Marketing & Community Relations San Diego National Bank

JOHN S. HAWKINS At-large Member President Cloud 9 Shuttle

At-large Member Community Volunteer

*JONATHON E. VANCE, CFA, CPA Chair, Finance Committee Director Avondale Partners, LLC

THOMAS A. LEMMON

MITCHELL R. WOODBURY

SHIRLEY HORTON

At-large Member President Hutchens PR

At-large Member Executive Vice President & COO San Diego Chargers

*RICHARD S. LEDFORD Chair, Campaign Cabinet President Ledford Enterprises, Inc.

*W. MARK LESLIE Chairman of the Board & CHA Board Representative Vice President – External Affairs San Diego AT&T

KAREN HUTCHENS

JAMES H. STEEG

Chair, Combined Health Agencies Board San Diego Gas & Electric (Retired)

PAUL J. HERING

At-large Member President Downtown San Diego Partnership

At-large Member VP Finance & CFO General Dynamics NASSCO

*WILLIAM TRUMPFHELLER Chair, Marketing Committee President Nuffer, Smith, Tucker, Inc.

Labor Representative Business Manager SD Co. Bldg. & Construction Trades Council AFL-CIO

At-large Member Managing Principal/CEO Barney & Barney, LLC

ROBERT E. SMITH

At-large Member and Representative, Health Way Trust San Diego Attorney-at-law (Ret.)

DOUG SAWYER

Staff President & CEO United Way of San Diego County * Executive Committee Member

KATHLEEN A. SELLICK

At-large Member and Chair, Women’s Leadership Council President & CEO Rady Children’s Hospital – San Diego

Former campaign chairs Paul Richey, (far left) and Robert Adelizzi (far right) with former San Diego Padre Steve Garvey and Clark Anthony, long-time radio host and weathercaster at Channel 8 and former news anchor at NBC 7/39.

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CELEBRATING OUR LEADERS Former Staff and CEOs Providing professional and creative leadership to an ever-changing nonprofit sector, those who lead United Way staff were critical partners to our volunteer board.

We salute those who led the way; people like Bruce Boland and Jerry Sanders, Ralph Shaw, Jim Greene and Don Morgan.

We look ahead to new leaders to shepherd us into our centennial, where we will continue work to make sure every San Diegan has the opportunity for a good quality of life.

“As the organization’s president in the 1990s, I saw firsthand United Way’s powerful impact on those in need. As mayor, my broader perspective shows me how important United Way’s unique skills are in transforming this region as it tackles some of our toughest unmet needs.”

—Mayor Jerry Sanders Former United Way of San Diego County President & CEO 1999-2001

United Way of San Diego County staff leaders have included (from left to right) Jim Greene, Bruce Boland, Jerry Sanders, Don Morgan and Claude Townsend.

Five former presidents honor Kim Fletcher as he takes the roll of United Way’s top volunteer during United Way’s 60th anniversary celebration. (L to R) Phil M. Klauber, Kim Fletcher, George Scott, Pat Hyndman, O. Morris Sievert and John Quimby.

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FINANCIAL INFORMATION United Way of San Diego County Statement of Financial Position June 30, 2010 (with Comparative Amounts for June 30, 2009) 2010 2009 ASSETS Cash and cash equivalents

$

746,933

$

1,256,427

Short-term investments

8 ,551,612

7,020,847

Pledges receivable, net

6 ,476,116

6,060,795

Accounts receivable

141,366

145,454

Prepaid expenses and other assets

114,517

25,670

Land, building, and equipment, net

1 ,425,936

1,437,858

Long-term investments

802,096

748,635

Total assets

18,258,576 16,695,686

LIABILITIES AND NET ASSETS Liabilities Accounts payable and accrued expenses

$

551,095

$

394,256

Amount due to Combined health Agencies

219,373

Amount due to Combined Federal Campaign agencies

3 ,204,100

2,795,584

Designations payable

2 ,299,706

2,278,560

Allocations payable

1 ,098,242

1,308,006

Line of credit

83,900

77,961

Pension fund liability

1 ,505,452

1,797,807

254,756

Total liabilities 8 ,961,868 8,906,930 Commitments (Notes 8, 9, 10, 13, and 14) 足 (Full financial statements are posted on www.uwsd.org)

Net Assets Unrestricted

$

9 ,047,447

$

7,539,859

Temporarily restricted

202,597

202,233

Permanently restricted

46,664

46,664

Total net assets

9,296,708

7,788,756

Total liabilities and net assets 18,258,576 16,695,686 UWSD

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“A small body of determined spirits fired by an unquenchable faith in their mission can alter the course of history.”

—Mohandas Gandhi

4699 Murphy Canyon Road, San Diego, CA 92123 • 858.492.2000 • www.uwsd.org