UWCF 2009-2010 Annual Report

COMMUNITY

ANNUAL REPORT

2009 - 2010

EducationIncomeHealth

Volunteer Impact Partners

2 2009-2010 BOARD OF DIRECTORS Executive Committee Dave MacDougall Ed Vogel

Chairman Chairman Elect

James Horton

Vice Chairman

Weymon Snuggs

Secretary

Sam Nimah

Treasurer

Tom McLaughlin Becky Bywater

Campaign Chair Community Investment

Ed Vogel Ron Clark

Community Impact Past Chairman

Mike Herr Polk County Manager

Weymon Snuggs Bank of America

Eileen Holden Polk State College

Monti Summer AMIKids

Randy Hollen Bank of Central Florida

Jennifer Strickland Lakeland Regional Medical Center

James Horton State Farm Insurance

Joe Tedder Polk County Tax Collector

Jesse Jackson Lake Wales Charter Schools

Edward W. Vogel III Holland & Knight, LLP

Rick Jackson Tampa Electric Company

Michael Walker Allen & Company of Florida, Inc.

Frank Kendrick Nujak Development Charlotte Kozlin FedEx National LTL

Cindy Alexander Community Volunteer

Dave MacDougall Winter Haven Hospital

Brian Altman Century Realty Funds

Dan McAuliff South Florida Community College

Allison DeVito Beeman Haines City Economic Development

Gail McKinzie Polk County School Board

Brian Altman Centrury Realty Funds

Terry Brigman City of Lakeland

Tom McLaughlin Publix Super Markets, Inc.

Shirley Balogh Alliance for Independence

Debbie Burdett Mosaic

Steve Moore Universal Building Specialties

Todd Baylis Cipher Integrations

Robin Burdick GEICO

Herschel Morris CF Industries

Bill Benton The NCT Group, CPA’s

Becky Bywater Affordable Decorating & Staging

Bill Mutz Lakeland Automall

Dave Bornmann Publix Super Markets, Inc.

Mike Carter NCT Group CPA’s, LLP

Sam Nimah Southern Wine & Spirits

Tom McLaughlin Publix Super Markets, Inc.

Ronald L. Clark Clark, Campbell & Mawhinney, P.A.

Bonnie Parker SunTrust Bank

Cindy Price Tampa Electric Company

Tony Delgado City of Lakeland

Linda Pilkington Community Volunteer

George Rogers GEICO

Jerome Ferson The Ledger

Paul Powers Lakeland Regional Medical Center

Punam Saxena Punam’s Perfections

John Fitzwater Community Foundation of Greater Lakeland

Larry Ross Florida Southern College

Sandra Sheets GrayRobinson, P.A.

Kris Giordano Early Learning Coalition - Polk

Richard Schuler Publix Super Markets, Inc.

Special Thanks to those board members whose term expired in 2009:

www.uwcf.org

Community Impact

3

2009-2010 PARTNER PROGRAMS The United Way of Central Florida funds 109 programs within 63 partner agencies. Volunteers drive the allocations process and programs are funded based on the measurable impact they are making in the communities they serve.

Achievement Academy, Inc. Birth to Three Alliance for Independence, Inc. Adult Day Training Residential Services Program Alpha Omega Crisis Center-Highlands New Beginnings Potter’s House Girls Home American Cancer Society Cancer Education and Support-Hardee American Red Cross-Hardee Emergency Services American Red Cross-Highlands Emergency Services Health & Safety American Red Cross-Polk Emergency Services Health & Safety Services Auburndale Relief Association Basic Needs Big Brothers Big Sisters - Polk Comprehensive Mentoring Big Brothers Big Sisters of the Suncoast-Highlands One-to-One Mentoring Boy Scouts of America-Gulf Ridge Council At-risk youth-Highlands Boy Scouting for at-risk youth-Polk

Boys & Girls Clubs of Lakeland & Mulberry Wogan S. Badcock Jr. Club (Mulberry) Youth Development (3 Lakeland Clubs) Camp Fire USA Youth Development Catholic Charities Agape Food Bank Mental Health Services Family Services Lake Morton Senior Center Family Foundations Central Florida Speech & Hearing Center Audiology - Kids Audiology - Seniors Audiology - Highlands County FastForword Interpreting Services Speech, Language Pathology Preschool Literacy-Teacher Talk Program Children’s Home Society of Florida-Polk Children’s Advocacy Center, Child Protection Hansen Center for Children Children’s Home Society of Florida-Highlands Hansen Center for Children

Children’s Services Foundation of Highlands Co. Children’s Advocacy Center Eye Check Emergency Services Church Service Center, Inc. Basic Needs Citizen CPR, Inc. CPR/First Aid Training Citrus Center Boys & Girls Clubs George W. Jenkins Memorial Complex Lake Wales Unit North Ridge Unit

Early Learning Coalition-Hardee Accessible Quality Childcare Early Learning Coalition-Highland Accessible Quality Childcare Early Learning Coalition-Polk Accessible Quality Childcare Epilepsy Services of West Central Florida Medical Case Management Services Program Explorations V Children’s Museum Preschool Literacy-Story Camp Program Family Emergency Services of Winter Haven, Inc. Basic Needs Florida Environmental Institute, Inc.-Highlands Last Chance Ranch Frostproof Care Center Basic Needs Girl Scouts-Gulf Coast Council-Hardee/Highlands At-risk youth-Hardee Girl Scouting for at-risk youth-Highlands Girl Scouts of West Central Florida Girl Scouting for at-risk youth Pathways Girls Incorporated of Lakeland Building Bold, Strong & Smart Girls Girls Incorporated of Winter Haven Before, After School, & Summer Program Good Shepherd Hospice The Caregiver Program The Grief Center Hardee Association for Retarded Citizens (HARC) Lawn Maintenance/Janitorial Training Program Hardee County Family YMCA Adventure Club After School & Summer Program Achievers for young adults Hardee Help Center Basic Needs

Heart of Florida Legal Aid Society, Inc. Legal Services Legal Service-Highlands Heartland Horses and Handicapped, Inc.-Highlands Heartland Horses Help of Fort Meade, Inc. Basic Needs Preschool Literacy-Family Program Highlands County Family YMCA Summer Camp Scholarships Inner Act Alliance Drug Prevention Education Lake Wales Charter Schools Foundation Preschool Literacy-Family Program Lake Wales YMCA Pre-school Language & Literacy Development After School/Summer Day Camp Lakeland Volunteers in Medicine, Inc. Pharmacy Program Learning Resource Center of Polk County Academic Assistance Mulberry Community Service Center Emergency Services National Alliance for the Mentally Ill Family Support & Education Neighborhood Service Center, Inc. Services for Seniors

NU-HOPE Elder Care Services, Inc. Senior Meals - Hardee Home Delivered Meal Program - Highlands Peace River Center Children’s Psychiatric Services Domestic Safe House-Polk Domestic Safe House-Highlands Rape Recovery & Resource Center Ridge Area Arc-Highlands Community Employment Day Training

Residential Services/Supported Living Sunrise Community of Polk County Adult Day Training Residential Program Talbot House Ministries of Lakeland, Inc. Emergency Shelter/ Basic Needs Good Samaritan Clinic Trustee Renewal Program Tampa Lighthouse for the Blind-Polk Rehab for the Blind & Visually Impaired Early Intervention The Salvation Army of East Polk Women & Children’s Shelter Emergency Services The Salvation Army serving Western Polk County Corps Community Center Youth Programs The Center of Hope Emergency Shelter and Feeding H.A.L.O. Child Enrichment Center Center For Hope Social Ministries Transitional Living Center Programs Tri-County Human Services, Inc. Agape Halfway House for Females Volunteers in Service to the Elderly Service to Seniors West Central Florida YMCA After School Child Care Summer Day Camp Special Populations Women’s Care Center Women’s Shelter Women’s Resource Center Independence Program Youth and Family Alternatives, Inc George W. Harris Youth Shelter - Polk George W. Harris Youth Shelter - Highlands

Financial Report

4

United Way of Central Florida, Inc. STATEMENT OF FINANCIAL POSITION June 30, 2010 ASSETS

Cash and cash equivalents.................................................$ 3,454,798 Investments...................................................................1,961,866 Accounts receivable...................................................................61,085 Pledges receivable..............................................................16,656,102 Less allowance for uncollectible..................................(5,342,000) Other assets...............................................................................30,898 Beneficial interest in trusts....................................................1,692,232 Less discounts ................................................................(442,529) Property & equipment, net .......................................................672,389 TOTAL ASSETS $ 18,744,841

Special thanks to the following 2009-2010 Finance Committee Members: Sam Nimah, Treasurer Southern Wine & Spirits Mike Carter NCT Group CPA’s, LLP Charlotte Kozlin Community Volunteer Michael Walker Allen & Company Paul Powers Lakeland Regional Medical Center

LIABILITIES

Allocations and designations payable.................................$8,779,454 Accounts payable and accrued liabilities..................................165,628 Designations payable-lead trusts, net of discount......................94,820 TOTAL LIABILITIES

$

9,039,902

NET ASSETS

Unrestricted Undesignated........................................................................920,118 Board designated...............................................................5,896,050 Total unrestricted assets.....................................................6,816,168 Temporarily restricted .............................................................1,923,353 Permanently restricted...............................................................965,418

TOTAL NET ASSETS TOTAL LIABILITIES & NET ASSETS

9,704,939 $

18,744,841

Community Volunteers meet to review partner programs and discuss fund allocations.

www.uwcf.org

5 United Way of Central Florida, Inc. STATEMENT OF ACTIVITIES For the Year Ended June 30, 2010 PUBLIC SUPPORT AND REVENUE Gross Campaign Results - current year Gross Campaign Results - released from restrictions Less estimated uncollectible pledges Less donor designations Net Campaign Revenue - current year Gross Campaign Results - prior & future years Less donor designations Net Campaign Revenue - prior & future years Gross Jenkins Family Grant & Publix Charities Match Gr Jenkins Fam Grant & Publix Char Match - released from restrictions Less donor designation Net Jenkins Family Grant & Publix Charities Match Other: Special Events Changes in beneficial interest in trust Other Contributions Designations from Other United Ways Service Fees Grants & Contracts Net Investment Income Miscellaneous Income Net Assets Released from Restrictions Total Other: TOTAL REVENUE

Unrestricted $ 8,168,290 44,210 (654,992) (854,250) 6,703,258

Temporarily Restricted $

(44,210) (44,210)

Permanently Restricted $

Total

-

$ 8,168,290 (654,992) (854,250) 6,659,048

23,152 (6,000) 17,152

27,128 27,128

-

50,280 (6,000) 44,280

425,797 200,000 (75,000)

450,828 (200,000) -

876,625 (75,000)

550,797

250,828

-

44,741 38,381 139,040 511,276 80,448 238,806 52,719 465,440 1,570,851

12,536 89,261 160,191 (360) 75,652 2,751 (4,150) (465,440) (129,559)

9,862 16,866 26,728

57,277 99,123 215,438 139,040 510,916 156,100 241,557 48,569 1,468,020

$ 8,842,058

$ 104,187

$ 26,728

$ 8,972,973

-

$ 6,853,534 (935,250) 5,918,284

-

-

-

-

-

-

337,358 26,046 174,000 328,912 94,320 314,274 253,983 1,528,893

-

801,625

EXPENSES Program Services Allocations / Awards Less Donor Designations Net Funds Awarded/Distributed

$ 6,853,534 (935,250) 5,918,284

$

-

$

Other Program Services Community Impact Financial Stability Disaster Relief Success By 6 Master Teacher Let’s Grow Family Fundamentals 2-1-1 Total Other Program Services

337,358 26,046 174,000 328,912 94,320 314,274 253,983 1,528,893

Supporting Services

1,556,927

1,556,927

TOTAL EXPENSES

9,004,104

9,004,104

Changes in net assets Net assets, beginning of year

(162,046) 6,978,214

104,187 1,819,166

26,728 938,690

(31,131) 9,736,070

$ 6,816,168

$ 1,923,353

$ 965,418

$ 9,704,939

Net assets, end of year The audited Financial Statements are available upon request.

UNITED WAY

OF CENTRAL FLORIDA

UNDERSTANDS

LOCAL NEEDS

AND DRIVES

LASTING

CHANGE TO BUILD BETTER LIVES AND

STRONGER COMMUNITIES.

That’s the power of United Way.

United Way of Central Florida PO Box 1357 Highland City, FL 33846 863.648.1500 uwcf.org

United Way of Central Florida Highland County Division PO Box 3860 Sebring, FL 33871 863.453.3401