COMMUNITY
ANNUAL REPORT
2010 - 2011
EducationIncomeHealth
Volunteer Impact Partners
2 2010-2011 BOARD OF DIRECTORS Executive Committee Ed Vogel
Chairman
James Horton
Chairman Elect
Joe Tedder
Vice Chairman
Weymon Snuggs
Secretary
Mike Carter
Treasurer
Jerome Ferson Ike Fountain
Campaign Chair Community Investment
Terry Brigman
Community Impact
Dave MacDougall
Past Chairman
Dan Haight Polk County Health Department
Joe Tedder Polk County Tax Collector
Eileen Holden Polk State College
Edward W. Vogel III Holland & Knight, LLP
James Horton State Farm Insurance
Michael Walker Allen & Company of Florida, Inc.
Jesse Jackson Lake Wales Charter Schools Rick Jackson Tampa Electric Company Suzette Jones Community Volunteer Frank Kendrick NuJak Development Charlotte Kozlin Community Volunteer
Cindy Alexander Community Volunteer
Dave MacDougall Winter Haven Hospital
Allison DeVito Beeman Haines City Economic Development
Fran McAskill Board of County Commissioners
Terry Brigman City of Lakeland
Dan McAuliff South Florida Community College
Pauline Brown BloodNet USA
Steve Moore Universal Building Specialties
Debbie Burdett Mosaic
Herschel Morris CF Industries
Becky Bywater Affordable Decorating & Staging
Bill Mutz Lakeland Automall
Mike Carter The NCT Group CPA’s, LLP
Sherrie Nickell Polk County School Board
Tony Delgado City of Lakeland
Bonnie Parker SunTrust Bank
Deric Feacher City of Winter Haven
Paul Powers Lakeland Regional Medical Center
Jerome Ferson The Ledger
Larry Ross Florida Southern College
John Fitzwater Community Foundation of Greater Lakeland
Richard Schuler Publix Super Markets, Inc.
Ike Fountain Community Volunteer
Weymon Snuggs Citizens Bank & Trust
Kris Giordano Early Learning Coalition - Polk
Monti Sommer AMIKids
Special Thanks to those board members whose term expired in 2010: Brian Altman Centrury Realty Funds Ron Clark Clark, Campbell, Mawhinney & Lancaster, P.A. Mike Herr Polk County Manager’s Office Randy Hollen Bank of Central Florida Tom McLaughlin Publix Super Markets, Inc. Linda Pilkington Heart of Florida Regional Medical Center
www.uwcf.org
Community Impact
3
2010-2011 PARTNER PROGRAMS Achievement Academy, Inc. Birth to Three Alliance for Independence, Inc. Adult Day Training Residential Services American Cancer Society Hope Lodge, Patient Lodging American Red Cross-Hardee Emergency Services American Red Cross-Polk County Chapter Emergency Services Health & Safety Services Auburndale Relief Association Basic Needs Big Brothers Big Sisters Comprehensive Mentoring Boy Scouts of America Gulf Ridge Council Boy Scouting for At-Risk Youth Boys & Girls Clubs of Lakeland & Mulberry Wogan S. Badcock Jr. Club Youth Development (3 Lakeland Clubs) Camp Fire USA Youth Mentoring Catholic Charities of Central Florida, Inc. Agape Food Bank Emergency Family Services Lake Morton Senior Center Mental Health Counseling Central Florida Speech & Hearing Center Audiology for Kids Audiology for Seniors FastForword Program Language Is All Around Us Speech-Language Pathology Children’s Home Society of Florida Advocacy Center Hansen House Center Church Service Center, Inc. Basic Needs, Emergency Situations 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 of Hardee County Accessible Quality Childcare Early Learning Coalition of Polk County Accessible Quality Childcare Enterprise Community Services, Inc. Workplace Financial Education Epilepsy Services of West Central Florida Case Management Explorations V Children’s Museum Biggest Saver-Exploring Family Finance Storybook Camp Program Family Emergency Services of Winter Haven Basic Needs Family Literacy Academy at Lake Wales Early Literacy-Family Program Frostproof Care Center, Inc. Basic Needs
Girl Scouts of Gulfcoast Florida, Inc. Girl Scouting for At-Risk Youth - Hardee County Girl Scouts of West Central Florida Traditional Troop Membership Membership Extension Outreach Girls Incorporated of Lakeland Building Strong, Smart & Bold Girls Girls Incorporated of Winter Haven, Inc. Before, After School, & Summer Program Good Shepherd Hospice The Caregiver Program The Grief Center Hardee Family YMCA After School Program-Adventure Club Summer Program-Adventure Club Young Adults - Achievers Club Hardee Help Center Basic Needs Heart of Florida Legal Aid Society, Inc. Legal Services HELP of Fort Meade, Inc. Basic Needs Building Family Savings Preschool Literacy - Family Program InnerAct Alliance Drug Prevention Education Lake Wales YMCA Preschool Language & Literacy Development After School Care & Summer Day Camp Lakeland Volunteers in Medicine, Inc. Pharmacy Program Learning Resource Center Academic Assistance Lighthouse for the Blind Early Intervention Rehab for Blind or Visually Impaired Seniors Mulberry Community Service Center Basic Needs NAMI Polk County, Inc. Family Support & Education Neighborhood Service Center, Inc. Services to Seniors NU-HOPE Elder Care Services, Inc. Senior Meals-Hardee County Ounce of Prevention Healthy Families Financial Literacy and Incentive Program Peace River Center Children’s Psychiatric Services Domestic Violence-Polk County Rape Recovery and Resource Program Sunrise Community of Polk County, Inc. Adult Day Training Residential Services Talbot House Ministries of Lakeland, Inc. Emergency Shelter/ Basic Needs Good Samaritan Free Clinic Supportive Housing/Trustee Renewal Program The Salvation Army of East Polk County Shelter for Women & Children Social Services
The Salvation Army Serving West Polk County Corps Community Center Youth Program Emergency Family Shelter & Community Feeding H.A.L.O. Child Enrichment Center FamilySocial Ministries Transitional Living Program for Families with Children Tri-County Human Services, Inc. Agape Halfway House for Women Volunteers in Service to the Elderly (VISTE) Service to Seniors Women’s Care Center of Bartow, Inc. Women’s Shelter Women’s Resource Center of Florida, Inc. Independence Program for Women YMCA of West Central Florida, Inc. After School Child Care Summer Day Camp
Highlands County
Polk & Hardee Counties
The United Way of Central Florida funds 111 programs within 62 partner agencies. Volunteers drive the allocations process and programs are funded based on the measurable impact they are making in the communities they serve.
Alpha Omega Crisis Center New Beginnings Potter’s House Girl’s Home American Red Cross-Highlands County Emergency Services Health & Safety Services AMIkids Last Chance Ranch Big Brothers Big Sisters Mentoring Boy Scouts of America Gulf Ridge Council Boy Scouting for At-Risk Youth Central Florida Speech & Hearing Center Audiology for Kids Children’s Home Society of Florida Hansen House Center Champion for Children Foundation of Highlands Co. Children’s Advocacy Center Eye Check Emergency Services Early Learning Coalition of Highlands Co. Accessible Quality Childcare Girl Scouts of Gulfcoast Florida, Inc. Girl Scouting for At-Risk Girls Heart of Florida Legal Aid Society, Inc. Legal Services Heartland Horses and Handicapped, Inc. Horse Therapy Program Highlands Family YMCA Summer Camp Scholarship Program NU-HOPE Elder Care Services, Inc. Home Delivered Meal Program Peace River Center Domestic Violence Ridge Area Arc Community Employment Adult Day Training Residential Services Youth and Family Alternatives, Inc George W. Harris Youth Shelter
Financial Report
4
United Way of Central Florida, Inc. STATEMENT OF FINANCIAL POSITION June 30, 2011 ASSETS Cash and cash equivalents.................................................$ 3,301,827 Investments...................................................................2,489,351 Accounts receivable...................................................................78,543 Pledges receivable..............................................................17,719,121 Less allowance for uncollectible..................................(5,366,000) Other assets...............................................................................36,231 Beneficial interest in trusts....................................................3,718,667 Less discounts ................................................................(418,918) Property & equipment, net .......................................................633,012
TOTAL ASSETS
$22,191,834
Special thanks to the following 2010-2011 Finance Committee Members: Mike Carter, Treasurer NCT Group CPA’s, LLP Tony Delgado City of Lakeland Charlotte Kozlin Community Volunteer Fran McAskill Board of County Commissioners Richard Schuler Publix Super Markets, Inc.
LIABILITIES
Allocations and designations payable................................$ 9,771,460 Accounts payable and accrued liabilities...................................111,525 Designations payable-lead trusts, net of discount....................698,258
TOTAL LIABILITIES
Michael Walker Allen & Company of Florida, Inc.
$10,581,243
NET ASSETS
Unrestricted Undesignated......................................................................1,213,087 Board designated...............................................................5,737,734 Total unrestricted assets.....................................................6,950,821 Temporarily restricted .............................................................3,463,522 Permanently restricted.............................................................1,196,248
TOTAL NET ASSETS TOTAL LIABILITIES & NET ASSETS
11,610,591
$ 22,191,834
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, 2011 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
Temporarily
Unrestricted $ 8,142,673 27,128 (666,545) (756,128) 6,747,128
Restricted $
(27,128) (27,128)
Permanently Restricted $
Total
-
$ 8,142,673 (666,545) (756,128) 6,720,000
Gross Campaign Results - prior & future years Less donor designations Net Campaign Revenue - prior & future years
41,811 (15,675) 26,136
37,458 37,458
-
79,269 (15,675) 63,594
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
429,912 200,000 (75,000)
446,713 (200,000) -
876,625 (75,000)
554,912
246,713
-
97,174 20,913 138,195 549,991 86,881 453,326 49,080 600,532 1,996,092
5,693 354,205 1,369,891 4,490 148,500 879 (600,532) 1,283,126
84,549 146,281 230,830
102,867 438,754 1,537,085 138,195 554,481 235,381 454,205 49,080 3,510,048
9,324,268
1,540,169
230,830
11,095,267
6,819,106 (846,802) 5,972,304
-
-
6,819,106 (846,802) 5,972,304
343,554 33,897 153,872 330,149 73,845 351,383 315,239 1,601,939 1,615,372
-
-
343,554 33,897 153,872 330,149 73,845 351,383 315,239 1,601,939 1,615,372
9,189,615
-
-
9,189,615
134,653 6,816,168
1,540,169 1,923,353
230,830 965,418
1,905,652 9,704,939
$ 6,950,821
$ 3,463,522
$ 1,196,248
$ 11,610,591
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
-
801,625
EXPENSES Program Services Allocations / Awards Less Donor Designations Net Funds Awarded/Distributed Other Program Services Community Impact Financial Stability Success By 6 Master Teacher Let’s Grow Family Fundamentals 2-1-1 Total Other Program Services Supporting Services TOTAL EXPENSES Changes in net assets Net assets, beginning of year 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