2016 ANNUAL REPORT
TABLE OF CONTENTS 3
Letter from Brent Stewart & Ray Kowalik
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Sponsor Recognition
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You. Me. One KC.
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Year in Review
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Three-year Funding Cycle/ Resource Investment Volunteers
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Adele Hall Spirit of Caring Award
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Corporate Pinnacle Award
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Employee Campaign Manager of the Year Award
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Governance Academy
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Board of Trustees
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Board Committees
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2016 Campaign
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Financials
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Where Donations Go
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Dear Friends and Supporters, Incredible change is taking place in Kansas City. Children are healthier and poised for successful futures. Teens are preparing for college and choosing purpose-driven paths. Adults and families are living safer, healthier lives. The kindness and generosity of our donors is making it all possible. In short, we are all working together to change lives in our community. United Way of Greater Kansas City connects residents with the programs, services and care they need to live their best lives. Take a look at a few of the achievements you helped us attain in the past year: 88,999 children and youth were connected to quality out-of-school time programs. This is an invaluable extension of in-school education and maximizes the likelihood that these young people will succeed. 60,555 victims of violence, abuse and neglect received support to heal from the effects of trauma and accelerate their recovery for future success. 109,208 uninsured and low-income residents received health care from communitybased health clinics. This is the kind of life-altering and even life-saving care every neighbor deserves. 168,042 calls were answered by United Way 2-1-1 in 2016. This service connects Kansas Citians with life’s essentials, such as food and housing resources. In this 2016 Annual Report, you will see how the lives of Kansas Citians are improving because of neighbors joining the fight for the health, education and financial stability of every person in our community. We have accomplished many exciting things together during the past year. The featured experiences of our donors and recipients are the signature of the good work being done through this important partnership. Thank you for raising your hand and choosing involvement, choosing compassion, and choosing to be part of a brighter future. Sincerely,
BRENT A. STEWART President and CEO United Way of Greater Kansas City
RAY KOWALIK Chair, Board of Trustees United Way of Greater Kansas City
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Our Sponsors In addition to their annual United Way campaigns, the following companies provide additional contributions to us by sponsoring our events and various programs in 2016.
SPIRIT OF CARING KICKOFF LUNCHEON & ANNUAL MEETING
AND VICTORY CELEBRATION PRESENTING SPONSOR
PROGRAM SPONSORS
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WOMEN’S LEADERSHIP COUNCIL
FOOD & FUTURES
McCown Gordon
GEHA
Stinson Leonard Street
UMB
Burns & McDonnell
Copaken Brooks
You. Me. One KC. In 2016, Hallmark Cards Inc. generously donated its creative talent to develop a new look for United Way of Greater Kansas City. The brand design, which showcased Kansas City photography and iconography, was used throughout the United Way of Greater Kansas City campaign—including billboards, posters, T-shirts, printed and web materials, and more. Hallmark also supported UWGKC with the “UME1KC” identity and “Live Local. Give Local.” tagline. It was a natural fit for a company that has partnered in its support of UWGKC since 1951. Hallmark President David Hall will serve as co-chair for the 2017 UWGKC Campaign, and said he was proud to have the company donate its creative services. “Hallmark has so much belief in United Way because they represent what is at the core of our organization: supporting and caring for others,” Hall said. “It’s very natural for a company that creates greeting cards that you give to other people. It’s at the center of our product and our earliest origins.” UWGKC President and CEO Brent Stewart thanked the Hallmark team for its generosity, and longstanding support of the organization’s mission. “United Way’s success in creating a better community wouldn’t be possible without the compassionate support of everyone at Hallmark,” Stewart said.
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CYCLE OF SUCCESS Connecting children, adults and families with tools and supports to thrive
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FAMILIE S TS & 6
Year In Review Three people, from three different parts of Greater Kansas City in three different stages of life, each had improved outcomes this year because of our donors. For Angela, a Northlander, there was Promise 1000 to help her raise an infant son alone and without a job. For Keyon, a Kansas City third-grader, there was My Very Own Library to help bolster his home library by 10 books for his endless eagerness to learn. For Yvonne, an Independence woman, there was a Financial Opportunity Center to help her learn how to budget and save money not only to buy a used car, but to begin plans to start her own business. In this past year, the donors of United Way of Greater Kansas City changed these lives - and countless others - by giving them the tools and supports they need to thrive. This essential work of addressing key needs at every stage of life was done through a framework called The Cycle of Success. We are excited to share the successes being achieved everyday throughout our community so that no matter a person’s challenges or obstacles, there can be Healthy Beginnings, Prepared Youth, and Thriving Adults and Families. And, ultimately, a brighter future for all of us.
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YEAR IN REVIEW : HEALTHY BEGINNINGS
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Healthy Beginnings PROMISE 1000 Promise 1000 is our intensive home visitation program that connects this region’s most vulnerable families to supports that optimize the beginning years of life for young children prenatal to three – the first 1,000 days of life. Launched in 2016, Promise 1000 began with nine home visiting provider agencies to develop and implement a structured and collaborative system of home visiting. More than 400 at-risk children prenatal to age one were enrolled in the program and five out of the six key metrics showed improvements during the first year of Promise 1000, including a 28 percent increase in adherence to well child check-up guidelines and a 17 percent increase in home visitors screening for maternal depression. Promise 1000, through a partnership with The Family Conservancy, also provided In Home Cognitive Behavioral Therapy to 29 moms who screened positive for maternal depression. This evidencebased program called Moving Beyond Depression™ gives mothers participating in home visiting, and who suffer from depression the treatment that they need to function optimally and support their child’s development.
SUCCESS BY 6 RESOURCE CENTERS Success by 6 Resource Centers have grown to 17 sites throughout the Kansas City region. The centers provide a Toy and Resource Lending Library filled with educational toys and books appropriate for children birth to age 6. The centers are important for parents – especially parents with limited resources. During the 201516 academic year, 5,776 children were served by Success by 6 Resource Centers, providing a focal point for parent engagement around early learning.
DOLLY PARTON’S IMAGINATION LIBRARY Dolly Parton’s Imagination Library provides a free, age-appropriate book every month for children from birth to age 5 living in selected disadvantaged neighborhoods. The number of children receiving free books in the Kansas City region each month surpassed 2,700 and another 1,200 children have received the books and “graduated” at age 5 during this fiscal year.
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YEAR IN REVIEW : HEALTHY BEGINNINGS
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Prepared Youth QUALITY MATTERS Recognizing the critical importance of ensuring afterschool programs implement quality practices for all children and youth regardless of income, United Way launched the Quality Matters initiative in 2009. During the 2015-16 academic year, 114 youth development program sites participated in Quality Matters with a cumulative reach of more than 8,000 students. Participants include school district sites and community-based organizations, serving urban, suburban, and rural students. The process stresses the transformative effects of creating a safe, supportive, and productive environment, where children and youth can flourish and positive learning and development occurs.
LAUNCH COLLEGE AND CAREER SAVINGS Through the Launch College and Career Savings initiative, young people are given the opportunity to set the goal of, and to save for, a post-secondary degree or credential by opening a Career Readiness Savings Account. Young people save up to $500 and receive an eight-for-one match for their account. At the close of our fiscal year, 144 participants have leveraged not only their own savings, but also matching funds, to amass $628,551 for postsecondary education. Also, 94 participants have enrolled in college courses.
MY VERY OWN LIBRARY United Way launched an important childhood literacy program during the 2016-17 academic year where 23,460 books were distributed to 2,346 children at seven high-poverty elementary schools in the Kansas City, Missouri, School District. Through My Very Own Library, each child was able to select nine books at three completely free Scholastic Book Fairs. Each school received an author visit so children could get excited about writing as well as reading. At the end of the school year, students were given an additional book to kick off a summer reading challenge to address the importance of reducing summer learning loss. In addition, Scholastic provided schools with Scholastic Dollars at 50 percent of the value of the books to purchase technology and educational supplies for their classrooms and media centers.
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Thriving Adults & Families FINANCIAL OPPORTUNITY CENTERS NETWORK The goal of the Financial Opportunity Centers is to increase low-income families’ financial stability by helping them increase their income, build savings, improve their credit scores and increase their financial capability. In 2016, more than 400 people received services through one of four Financial Opportunity Center sites, which are hosted by four partner organizations: Community Services League, Guadalupe Centers, Rockhurst University and Women’s Employment Network. At the core of the work is the relationship between a certified financial coach and the participant. Together, they work on goal setting, individualized financial education, guidance on using financial products and help with reducing debt and increasing savings. A key aspect of the integrated services model is engaging participants in “bundled services”— meaning they received at least two of three key services: employment assistance, financial coaching, and/or income supports.
FAMILY STABILITY INITIATIVE United Way of Greater Kansas City’s Family Stability Initiative is a partnership with the Siemer Institute for Family Stability, whose goal is to support families’ housing stability, so children can remain in the same school, giving them the best chance of academic success. It creates long-lasting change by addressing and resolving issues that push families to the brink of homelessness. In 2016, the Family Stability Initiative served 147 families. Of those, 98 percent avoided a disruptive move that affected their children’s education, 72 percent set and achieved at least one additional financial goal, and 54 percent saw an increase in income.
FREE TAX PREPARATION United Way, with Next Step KC, assisted low-and moderate-income individuals file federal and state tax returns. Volunteer Income Tax Assistance (VITA), an IRS program, helped train volunteers and mobilize resources to increase access to free tax preparation. For the 2016 tax filing season, United Way helped file 5,105 federal and state income tax returns. Another 1,613 taxpayers used MyFreeTaxes.com to file state and federal returns online at no cost. This represents savings to taxpayers of more than $1 million in tax preparation fees and refunds of nearly $5 million. 13
United Way 2-1-1 The 2-1-1 service of United Way of Greater Kansas City is the only comprehensive nationally accredited information and referral resource available every hour of every day to more than 2.3 million people who live in a 23-county area. United Way 2-1-1 was contacted 168,042 times, through calls, emails and website visits in 2016. The number of contacts represents an 8.2% increase over the previous year. And of those calls, 91 percent of the people who used 2-1-1 were successfully connected to resources. A key area of United Way 2-1-1’s work is the Veteran’s Navigator, who provides veterans a one-stop resource to help them maneuver the complex systems of veteran services and connect to this region’s community-based supports. In 2016, the Veteran’s Navigator and 2-1-1 call specialists responded to more than 2,500 calls from area veterans. During this fiscal year, United Way 2-1-1 successfully completed reauthorization with the Missouri Public Service Commission. Team Members also assisted In Oak Grove, Mo. following the March 6 tornado to set up and manage a Volunteer Reception Center. United Way 2-1-1’s Call Center also helped with volunteer and donations management and taking disaster intakes from persons affected by the tornado.
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PHOTO CREDIT: KSHB-TV
Choice Neighborhoods Initiative Substantial progress was made in the Choice Neighborhood Initiative, a major neighborhood revitalization effort in Kansas City’s historic Northeast, led by the Housing Authority of Kansas City and the City of Kansas City. United Way is a key partner in this work, coordinating social services for residents in the initiative’s target neighborhoods. The initiative was made possible by a $30 million grant from the U.S. Department of Housing and Urban Development and will bring hundreds of mixed-income housing units, neighborhood improvements and programming that promotes health, education and financial stability. The first of several phases of housing construction, Rosehill Townhomes, which will be home to 33 families; and a second phase, Pendleton Flats, which will be home to an additional 30 families, is nearing completion. The 555 Olive Center, a hub for community services, opened on the campus of the Northeast Community Center, will be managed by United Way and provide a home to programs offered by United Way partner agencies. Services include a Success By 6 parent resource center, adult education classes, immigrant services, a computer lab and other programming.
Digital Services Operating Group In 2016, United Way of Greater Kansas City embarked on a new digital marketing campaign that aims to provide donors with a more personalized experience. Led by United Way Worldwide, more than a two dozen local United Ways including UWGKC, came together to form what is known as the Digital Services Operating Group. All together, the collective launched a digital marketing campaign that puts donors on a customized communications “journey” based on their donor status, generation and philanthropic interests. The campaign began in August 2016 when donors were asked to find out what kind of “giver” they are through a Buzzfeedstyle quiz called, “Make Your Moment.” Since then, donors have continued to receive communications based on their responses. By participating in the group, United Way of Greater Kansas City is positioning itself to be more agile and adaptive as new technologies affect the future of philanthropy in our community.
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Three-Year Funding Cycle United Way of Greater Kansas City works every day to maximize the impact of our donors’ investments in the community. The Cycle of Success’ three pillars of Healthy Beginnings, Prepared Youth, and Thriving Adults & Families brings focus to our collaborative initiatives, our direct service programs as well as our funding agreements with partner organizations that represent a broad range of health and human service providers helping hundreds of thousands of people in the Kansas City region. In 2016, United Way funded 206 programs at 141 agencies. To assure that donations are being invested in the most efficient and effective way, the work of vetting funding proposals is a collective effort. United Way engaged more than 200 community volunteers in the 2017 resource investment process, recruited from scores of area employers that support the United Way campaign. The resource investment volunteers served on 24 review teams charged with reviewing funding proposals submitted under 17 investment areas. Together, these volunteers invested more than 5,000 hours reading and rating proposals, meeting with representatives of applicant organizations, and engaging in careful deliberations about the best investment of donor dollars. By bringing partners together around a shared vision and investing in systemic approaches to support that vision, United Way is collaborating in new ways with its longtime health and human service partners as well other institutions in the private and public sectors.
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RESOURCE INVESTMENT VOLUNTEERS Jill R. Addessi Bari Allen Ruben Alonso III David Anderson David A. Anderson Robyn Arthur Evan Z. Ashcraft Kay Atchison Michael B. Barnett Joseph S. Bartling Zachary Beyer Karen I. Bisset Don Bogart Sue Bond John E. Bourdow James R. Breneman Pegge P. Breneman David J. Brill Cynthia J. Briner David J. Brouse Jim Burger, P.E. Leslie R. Byrnes Angela M. Campbell Allen B. Cantrell William D. Cantrell Rebecca T. Casey Elizabeth J. Cessor Leah R. Chamberlin Anchalee Chantaramongkol Spencer William Chestnut Robert B. Citro Laura Coatta Douglas L. Coday Chris Cole Linda J. Cole Ashley Louise Julaine Cook Janet J. Cornell Jeanette M. Countee Ryan Craig Michael Daley Tami Daniel Connie L. Davis Eric Davis Angelica De Vera Paul DeFoe Linda D. Doss Lance Doyle
Linda Dubar Thomas P. Dux Brian K. Edwards Kesa Edwards Jennifer Elder Nancy Eslinger Isaiah E. Faulkner Laura J. Fay Philip H. Feil Timothy B. Fortin Cindy Lynn Foster Deidre L. Frager Megan Fuller-Pfannenstiel Janet E. Geary William Andrew Geoghegan Sherry D. Gibbs Carla Y. Gibson Carol A. Gilstrap Lora A. Goben Sara Goebel Grant Goodack Teresa Gorby Michael Graber Gary L. Hallier Pamela D. Harris Debra S. Harrison Amy E. Hatch Marcia Hattey David W. Hatton Robert W. Healy Jeff Heidrick Barbara E. Henry Jeffrey W. Henson Mathew R. Hinnen Amy Hodapp Jennifer Lee Houston Jennifer Ileene Hughes John Ising Wateama T. Jackson Shelby Jacobs Farmer Marvin E. Johnson Scott Johnson Kevin W. Jones Darin Andrew Kaufman Joseph P. Kearns Sidney King Annemarie E. Kirby Sara L. Kircher Julee Koncak Steve Kornspan Megan Korte H. Lee Kupfer
Megan D. Laha Julie Lattimer David A. Leligdon Richard Ley Charlotte C. Liddeke April N. Livings Brandon Logan Jerry Lonergan Michael D. Loritz Alan Lowden Sheree R. Lowe Michelle M. Macke David H. Maddox Chelsea Mann Elaine S. Mann Linda C. Marcum Julie E. Matlage Jennifer A. Matney Lynn Mayabb John M. McCabe Linda K. McClary Keri L. McGill John McLaughlin Joseph A. Medina Jacob Merriman Lavonne M. Meyer Chiquita Miller Patty A. Mohn Maggie J. Mujahid Chad Murphy Kalvin Murphy Kelly Nicole Neible Brenda L. Newton Michele M. Neylon Steven P. Norris Mark D. Nuss Natalie S. O’Bannon Patrick S. O’Bryan Margaret Okunoren Nancy Z. Olivares Tracy M. Osterkamp Shannon O’Sullivan Randy Oursler Matthew James Pateidl Sonja K. Patton Mary Pebley Roxanne Petter Elizabeth L. Pittoors Jennifer Powell Allison Hayley Price Roxie E. Pritchett Michelle L. Rader
Renee Radke Nancy Rafferty Keith J. Rash Alicia I. Redes Theresa Ann Reyes-Cummings Shannon M. Reynolds Lois E. Rice Jon-Jason Richie Brannan Riffel John D. Ritz Philip D. Rix Kenneth R. Rock Kylee Rooney-Soucie William F. Roush Billy Rowan Derek Rowell Adam Ruhland Lisa G. Samer Deanna K. Savage Desiree C. Serrone Robert Scott Sharp Marge Slobodzian Kristopher V. Smalley Angela C. Smart Randal R. Spale Terry L. Sprick Joy A. Springfield Christopher R. Stanton Alicia N. Starr Macaela Stephenson Ann B. Stern Parker Stock Stephanie L. Tallie Kelly L. Taylor-Bhagat John Tesar Maury L. Thompson Travis Thompson Ronald Thornton Lori Top Robb Traylor Erin Schellhardt Vader Rachel Von Uht-Camerlinck David M. Walker Andrea Weatherspoon Cindy H. Weber Luis J. Westover Steven E. Williams Tina Williams Willetta L. Willis-McGhee Ivan J. Winfield Jr. Rebecca A. Yocham Allison L. Zuker
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2016 ADELE HALL SPIRIT OF CARING AWARD RECIPIENTS
Deanna and Greg Graves Deanna and Greg Graves epitomize the word “community.” It’s difficult to find a cause, a nonprofit organization or a community need in any corner of Greater Kansas City that has not been touched by their generosity. United Way is one of the many organizations throughout our region that has benefited from their outstanding support, their leadership and their vision. Greg and Deanna co-chaired United Way of Greater Kansas City’s annual campaign in 2013. They also are longtime members of our Tocqueville Society and, under Greg’s leadership, the employees of Burns & McDonnell raised more than $2 million for United Way’s work in 2015 and 2016. They are also involved with United Way’s Success by Six Resource Centers, focusing on efforts to get centers into the Urban Neighborhood Initiative. Greg and Deanna also support many of our partner agencies, including Hope House, SAFEHOME, Operation Breakthrough, Children’s Mercy Hospital, MOCSA, Ozanam, Boys and Girls Club and many others. And last year, Greg received the Greater Kansas City Chamber of Commerce’s highest honor: Kansas Citian of the Year. “I believe an investment in United Way is the single best way to help the greatest number of people improve their lives and strengthen the overall well-being of our community,” Greg says.
“I believe an investment in United Way is the single best way to help the greatest number of people improve their lives and strengthen the overall well-being of our community.” GREG GRAVES
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2016 CORPORATE PINNACLE AWARD RECIPIENT
Kansas City Power & Light has been headquartered in our community for more than 130 years, and throughout that time, they have been dedicated to a simple commitment: a healthy company is dependent on a healthy community. KCP&L staff members donate nearly 20,000 hours of volunteerism to everything from providing strategic input as board members to cleaning up playgrounds and working with students. KCP&L employees and retirees also donated more than $1 million to our 2015 United Way Campaign, topping a long history of generous support. KCP&L provides corporate support of nearly $3 million each year to nonprofit and civic organizations throughout the metro area, including United Way. KCP&L’s involvement with United Way includes helping to found the Urban Neighborhood Initiative and being one of the founding funders of United Way 2-1-1.
2016 EMPLOYEE CAMPAIGN MANAGER OF THE YEAR
Vanessa Callaghan GEHA The leadership and support of a workplace employee campaign manager is key to a successful United Way campaign. At GEHA, the creativity and commitment of Vanessa Callaghan (pictured at left with 2015 ECM of the Year Macaela Stephenson) resulted in a 15 percent increase from the company’s 2015 campaign. GEHA also sponsored United Way’s inaugural Food & Futures event and made generous donations to the Team Smile event that United Way helps to put on. 19
Governance Academy 2017 GOVERNANCE ACADEMY PARTICIPANTS Laura Alvarez H&R Block
Talia Jackson Burns & McDonnell
Anne Scharf The Kansas City Chiefs
Evan Ashcraft NBKC Bank
Gary Johnson KCP&L
Art Silva Hallmark Cards
Janell Avila Solorio & Avila Law Firm
Michael Judy Dysart Taylor
Brian Stewart ARC Physical Therapy+
Theresa Garza Lincoln Consulting
Brenda Newton US Bank
Tamara Strickland KPMG LLP
Shelley Goode Deloitte Tax LP
Edgar Palacios Connections to Success
Jeff Turner Commerce Bank
Tiffany Hentschel Johnson County government
Laura Read Blue KC
Jim Wadella Core Catalysts
United Way of Greater Kansas City’s Governance Academy offers a professional development experience that provides a deeper understanding of the socioeconomic needs of our community. In addition, they learned more about how United Way partners with corporations, agencies and community members to create positive change. We applaud their active participation and the ideas they shared with United Way staff and guest speakers from our key corporate partners. Through the Governance Academy, these participants are better equipped to fulfill a role as a community leader and as an advocate of our work.
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2016 Board of Trustees CHAIR
Craig Anderson UMB
Ray Kowalik Burns & McDonnell
David Anderson Ernst & Young
VICE CHAIR
Molly Biwer Hallmark
W. Russell Welsh Polsinelli
Sonci Bleckinger Central Bank of the Midwest
Esther George Federal Reserve Bank of Kansas City Darcy Howe KCRise Fund Maria Jenks KCP&L Derek Locke CSG
SECRETARY
Patrick “Duke” Dujakovich AFL-CIO TREASURER
Kevin Lockett Fulcrum Global Capital
Rob Bratcher Commerce Bank Tony Carreno YRC Worldwide, Inc. William C. Cobb H&R Block Doug Cowan Community Services League Evelyn Craig reStart Stacey Daniels-Young COMBAT
Alise Martiny Greater Kansas City Building and Construction Trades Council John Murphy Shook, Hardy & Bacon Dean Newton Delta Dental Todd Pleimann RubinBrown Jeff Provost Deloitte
Steve Edwards Black & Veatch
CiCi Rojas Tico Productions LLC/ Tico Sports
Penny Postoak Ferguson Johnson County Government
Rob Smith Cerner
Spencer Fields Willis Towers Watson
Will Souder Sprint
Jo Anne Gabbert JAG Portfolio Services
Brent Stewart United Way of Greater Kansas City
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2016 Board Committees AUDIT COMMITTEE CHAIR Penny Postoak Ferguson Johnson County Government David Anderson Ernst & Young Michelle Hogerty United Way of Greater Kansas City Kevin Lockett Fulcrum Global Capital Ronda Philpott KPMG Jeff Provost Deloitte Brent Stewart United Way of Greater Kansas City COMMUNITY IMPACT COMMITTEE CHAIR Stacey Daniels-Young COMBAT Karen Bartz Community Volunteer Rob Bratcher Commerce Bank Kelly Carnago Google Fiber Doug Cowan Community Services League Evelyn Craig reStart Jo Anne Gabbert JAG Portfolio Services Janet Geary NKC School District (retired)
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Michele Neylon CrossFirst Bank
Spencer Fields Willis Towers Watson
Bradley Smith BMO Harris
Esther George Federal Reserve Bank of Kansas City
Rob Smith Cerner EXECUTIVE COMMITTEE CHAIR Ray Kowalik Burns & McDonnell Jeff Provost Deloitte Brent Stewart United Way of Greater Kansas City W. Russell Welsh Polsinelli Patrick “Duke” Dujakovich AFL-CIO Kevin Lockett Fulcrum Global Capital Penny Postoak Ferguson Johnson County Government Stacey Daniels-Young COMBAT
Mike Hockley Spencer Fane Michelle Hogerty United Way of Greater Kansas City Darcy Howe KCRise Fund Jeff Provost Deloitte Brent Stewart United Way of Greater Kansas City Rick Viar Summit Bank of Kansas City GOVERNANCE COMMITTEE CHAIR W. Russell Welsh Polsinelli Terry Harrison Harley-Davidson
FINANCE COMMITTEE
Derek Locke CSG
CHAIR Kevin Lockett Fulcrum Global Capital
Michele Neylon CrossFirst Bank
David Anderson Ernst & Young Doug Boessen Garmin Rob Bratcher Commerce Bank
CiCi Rojas Tico Productions LLC/ Tico Sports Brent Stewart United Way of Greater Kansas City
2016 Campaign Executive Cabinet CO-CHAIRS
CABINET VICE CHAIR & FUNDED COMMUNITY PARTNERS
Steve Edwards Chairmain & CEO,
David E. Hall
BLACK & VEATCH
HALLMARK CARDS
Alise Martiny Business Manager, GREATER KANSAS CITY AND CONSTRUCTION TRADES COUNCIL
President
FINANCE
Gordon Lansford President & CEO JE DUNN CONSTRUCTION
PROFESSIONALS
Tim Triplett General Counsel BLACK & VEATCH
MANUFACTURING Craig Kuckelman Managing Partner DELOITTE
CONSUMER SERVICES Laurie Roberts Chief Operating Officer PARRIS COMMUNICATIONS
TOCQUEVILLE SOCIETY
Bill Gautreaux President CRESTWOOD MIDSTREAM PARTNERS
Christy Gautreaux Community volunteer
HEALTHCARE/INSURANCE
Kelly Dubbert First VP & Chief Operating Officer FEDERAL RESERVE BANK OF KANSAS CITY
LEADERSHIP GIVING
Brian Stewart Chief Marketing & Acquisitions Officer ARC PHYSICAL THERAPY+
EDUCATION/PUBLIC SECTOR
COMBINED FEDERAL CAMPAIGN
Dr. Troy Nash
Terry Sloan
Managing Director & Principal
Director of National Record Center
NEWMARK GRUBB ZIMMER
DEPARTMENT OF HOMELAND SECURITY
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$2 Million Companies
$1 Million Companies
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Circle of Caring Companies
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FINANCIALS Audited figures from fiscal year ending April 30, 2016
Statement Of Financial Position ASSETS Cash/Cash Equivalents Contributions Receivable, Net Accounts/Grants Receivable Investments
2016 $6,255,691 13,581,991 822,353 5,207,352
Beneficial Interest In assets held by others (Quasi Endowment)
5,981,558
In assets held by others (Endowment)
1,500,539
In trusts
885,196
Property and Equipment, Net
1,183,792
Other
433,564
TOTAL ASSETS
$35,852,036
LIABILITIES & NET ASSETS LIABILITIES Allocated Funds Designations to agencies, grants payable
$15,105,860 3,953,326
Accounts payable
824,856
Accrued expenses
1,504,436
Accrued pension plan obligation
415,256
Deferred rent
610,825
Long-term debt
113,569
TOTAL LIABILITIES
$22,528,128
NET ASSETS Unrestricted Undesignated (available for general activities)
(4,396,137)
Board-designated contingency fund
5,500,000
Board-designed Quasi Endowment fund
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7,569,095
Temporarily Restricted
2,830,690
Permanently Restricted
1,820,260
TOTAL NET ASSETS
$13,323,908
TOTAL LIABILITIES & NET ASSETS
$35,852,036
Statement Of Activity REVENUES, GAINS, OTHER SUPPORT Total campaign pledges Grants Other contribution income
$22,080,977 93,656 1,328,085
Change in Beneficial Interest in Trust
(3,447)
Investment Income
48,668
United Way 2-1-1 Income Other TOTAL
117,132 620,181 $24,285,252
ALLOCATIONS & EXPENSES Program Services Agency allocations and grants Community services
$16,088,276 4,906,202
Support Services Management and general
1,293,502
Financial resources development
3,140,217
TOTAL Change in Net Assets Before Change in Defined Benefit Pension Plan Gain Change in Defined Benefit Pension Plan Gain, Net CHANGE IN NET ASSETS
$25,428,197 (1,142,945) 425,632 ($717,313)
NET ASSETS Beginning of year End of year
$14,041,221 $13,323,908
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46%
Program Allocations & Grants
13%
Fundraising and Administration
Where Donations Go
19%
Donor Designations
14% Program Services
8%
Combined Federal Campaign
United Way of Greater Kansas City takes seriously our commitment to be accountable for the dollars you entrust to us. Program Allocations and Grants (46%) This year United Way will provide financial support to more than 300 programs at 158 area nonprofit agencies. Donor Designations (19%) We honor donors’ requests to direct their gifts to specific nonprofit agencies. Program Services (14%) United Way sponsors a variety of initiatives that join partners to address community needs, including United Way 2-1-1, Promise 1000 home visitation collaborative, Quality Matters out-of-school-time program, and more.
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Combined Federal Campaign (8%) We honor federal employees’ requests to direct their gifts to specific nonprofits through their workplace campaigns. Fundraising and Administration (13%) The Better Business Bureau recommends that nonprofits’ administrative costs should be lower than 25 percent, and ours is aboutn half that. Eightyseven cents of every dollar donated to United Way of Greater Kansas City goes to provide direct services to people throughout our community.