COMMUNITY
ANNUAL REPORT
2008 - 2009
EducationIncomeHealth
Volunteer Impact Partners
2 2008-2009 BOARD OF DIRECTORS
Allison DeVito Haines City Economic Development
George Rogers GEICO
Jerome Ferson The Ledger
Larry Ross Florida Southern College
John Fitzwater Community Foundation of Greater Lakeland
Punam Saxena Punam’s Perfections
Marshall Goodman USF Lakeland
Sandra Sheets GrayRobinson, P.A.
Mike Herr Polk County Manager
Weymon Snuggs Bank of America
Eileen Holden Polk Community College
Jennifer Strickland Lakeland Regional Medical Center
Randy Hollen Bank of Central Florida
Joe Tedder Polk County Tax Collector
James Horton State Farm Insurance
Nancy Thompson Arbor Employment & Training
Cindy Alexander Community Volunteer
Jesse Jackson Lake Wales Charter Schools
Edward W. Vogel III Holland & Knight, LLP
Brian Altman Community Volunteer
Charlotte Kozlin FedEx National LTL
Michael Walker Allen & Company of Florida, Inc.
Shirley Balogh Alliance for Independence
Dave MacDougall Winter Haven Hospital
Todd Baylis Cipher Integrations
Gail McKinzie Polk County School Board
Bill Benton NCT Group CPA’s, LLP
Tom McLaughlin Publix Super Markets, Inc.
Sylvia Blackmon Roberts Blackmon Roberts Group
Steve Moore Universal Building Specialties
David E. Bornmann Publix Super Markets, Inc.
Bill Mutz Lakeland Automall
Terry Brigman City of Lakeland
Sam Nimah Southern Wine & Spirits
Debbie Burdett Mosaic
Bonnie Parker SunTrust Bank
Becky Bywater By-Room Interiors
Linda Pilkington Heart of Florida Regional Medical Center
Mary Lu Kiley Community Volunteer
Mike Carter NCT Group CPA’s, LLP
Paul Powers Lakeland Regional Medical Center
Todd Maxwell Century Realty Funds, Inc.
Ronald L. Clark Clark, Campbell & Mawhinney, P.A.
Cindy Price Tampa Electric Company
Tony Delgado City of Lakeland
Rev. Tim Rice Trinity Presbyterian Church
Executive Committee Ron Clark
Chairman
Dave MacDougall
Chairman Elect
Ed Vogel
Vice Chairman
Sandra Sheets
Secretary
Sam Nimah
Treasurer
Weymon Snuggs Becky Bywater
Campaign Chair Community Investment
Ed Vogel
Community Impact
Cindy Price
Past Chairman
Special Thanks to those board members whose term expired in 2008 Hugh Autry Lakeland Regional Medical Center Bob Bertrand Community Volunteer Elba R. Cherry Neighborhood Revitalization, BOCC
John Motis Chemical Containers
www.uwcf.org
Community Impact
3
2008-2009 PARTNER PROGRAMS The United Way of Central Florida funds 109 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. 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-Polk Cancer Education and Support American Cancer Society Hardee County Highlands County American Red Cross-Highlands County Emergency Services Health & Safety Services American Red Cross-Hardee County Emergency Services American Red Cross-Polk County Emergency Services Health & Safety Services Auburndale Relief Association Basic Needs Big Brothers Big Sisters (serving Polk) Comprehensive Mentoring Big Brothers Big Sisters of the Suncoast One-to-One Mentoring Boy Scouts of America-Gulf Ridge Council Boy Scouting for at-risk youth Boy Scouts of America-Highlands County Boy Scouting for at-risk youth Boys & Girls Clubs of Lakeland & Mulberry Wogan S. Badcock Club (Mulberry) Youth Development (3 Lakeland Clubs) Camp Fire USA Sunshine Council, Inc. Youth Development Catholic Charities Agape Food Bank Mental Health Counseling Emergency Family Services Lake Morton Senior Center Central Florida Speech & Hearing Center Audiology - Kids Audiology - Seniors Audiology - Highlands County FastForword Speech, Language Pathology Preschool Literacy-Teacher Talk Program Children’s Home Society of Florida Children’s Advocacy Center, Child Protection Hansen Center for Children Children’s Home Society of Florida-Highlands Hansen Center for Children-Highlands County 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 of Florida’s Heartland-Hardee Accessible Quality Childcare Early Learning Coalition of Florida’s Heartland-Highlands Accessible Quality Childcare Early Learning Coalition-Polk County Accessible Quality Childcare Epilepsy Services - West Central Florida Medical Case Management Services - Polk Explorations V Children’s Museum Preschool Literacy-Story Camp Program Family Emergency Services of Winter Haven, Inc. ß Basic Needs Florida Environmental Institute, Inc. Last Chance Ranch Frostproof Care Center Basic Needs Girl Scouts-Gulf Coast Council-Hardee/Highlands Girl Scouting for at-risk youth- Highlands Girl Scouting for at-risk youth - Hardee Girl Scouts of West Central Florida Girl Scouting for at-risk youth Pathways Girls Incorporated of Lakeland Buillding Strong, Smart & Bold 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 YMCA Achievers Hardee Help Center Basic Needs Heart of Florida Legal Aid Society, Inc. Legal Services Legal Service-Highlands Heartland Horses and Handicapped, Inc. Heartland Horses Help of Fort Meade, Inc. Basic Needs Preschool Literacy-Family Program Highlands County Family YMCA Youth Sports Scholarships 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 Basic Needs/Emergency Services
National Alliance for the Mentally Ill Family Support & Education Neighborhood Service Center, Inc. Services for Seniors NU-HOPE Elder Care Services, Inc. Home Delivered Meal Program Senior Meals - Hardee Peace River Center Children’s Psychiatric Services Domestic Violence Programs-Polk Domestic Violence Shelter/Safe House-Highlands County Rape Recovery & Resource Center Ridge Area ARC Adult Day Training Community Employment Residential Services/Supported Living Sunrise Community of Polk County Adult Day Training Residential Program Talbot House Ministries of Lakeland, Inc. Emergency Shelter 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 Social Services and Disaster Relief 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
Financial Report
4
United Way of Central Florida, Inc. STATEMENT OF FINANCIAL POSITION June 30, 2009 ASSETS
Cash and cash equivalents.........................................$ 2,808,495 Investments...................................................................1,781,502 Accounts receivable...................................................................57,907 Pledges receivable..............................................................16,159,915 (Less allowance for uncollectible)..................................(4,704,000) Contributions receivable - lead trusts....................................1,212,391 (Less discounts).................................................................(560,045) Other Assets...............................................................................43,163 Beneficial Interest in trusts.......................................................752,535 Property & Equipment, net .......................................................717,670
TOTAL ASSETS
$ 18,269,533
Special thanks to the following 2008-2009 Finance Committee Members: Sam Nimah, Vice Chair/Treasurer Southern Wine & Spirits Mike Carter NCT Group CPA’s, LLP Charlotte Kozlin FedEx National LTL Michael Walker Allen & Company Paul Powers Lakeland Regional Medical Center
LIABILITIES
Allocations and designations payable.................................$8,266,758 Accounts payable and accrued liabilities..................................120,861 Designations payable-lead trusts, net of discount....................145,844 TOTAL LIABILITIES
$
8,533,463
NET ASSETS
Unrestricted Undesignated.....................................................................1,033,299 Board designated...............................................................5,944,915 Total unrestricted assets.....................................................6,978,214 Temporarily restricted .............................................................1,819,166 Permanently restricted ........................................................938,690
TOTAL NET ASSETS TOTAL LIABILITIES & NET ASSETS
9,736,070 $
18,269,533
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, 2009 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
Unrestricted $ 8,339,598 56,230 (409,960) (861,967) 7,123,901
Temporarily Restricted $
(56,230) (56,230)
Permanently Restricted $
Total
-
$ 8,339,598 (409,960) (861,967) 7,067,671
Gross Campaign Results - prior & future years Less donor designations Net Campaign Revenue - prior & future years
18,464 (10,294) 8,170
44,210 44,210
-
62,674 (10,294) 52,380
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
430,700 200,000 (75,000) 555,700
445,925 (200,000) 245,925
-
876,625 (75,000) 801,625
47,719 239,431 92,139 504,847 20,699 (258,984) 64,056 459,242
11,875 130,187 4,521 12,096 4,866 94,207 (459,242)
(209,552) 15,755 -
59,594 (209,552) 385,373 92,139 509,368 32,795 (254,118) 158,263 -
$ 8,856,920
$ 32,415
$ (193,797)
$ 8,695,538
$
$ 6,720,827 (947,261) 5,773,566
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 REVENUE EXPENSES Program Services Allocations / Awards Less Donor Designations Net Funds Awarded/Distributed Other Program Services Community Impact Financial Stability Disaster Relief Success By 6 Master Teacher Let’s Grow Family Fundamentals 2-1-1 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.
$ 6,720,827 (947,261) 5,773,566 311,136 28,074 1,072 160,650 347,406 80,944 325,275 220,392 1,535,674
$
-
-
-
-
-
-
-
-
311,136 28,074 1,072 160,650 347,406 80,944 325,275 220,392
-
-
1,535,674
8,784,189
8,784,189
72,731 6,905,483
32,415 1,786,751
(193,797) 1,132,487
(88,651) 9,824,721
$ 6,978,214
$ 1,819,166
$ 938,690
$ 9,736,070
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