United Way of Midland 2016 Annual Report

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UNITED WAY OF MIDLAND 2016 ANNUAL REPORT


T A B L E

O F

CONTENTS WHO WE ARE

03 COMMUNITY GRANTS

LETTER FROM THE EXECUTIVE DIRECTOR

04

BOARD OF DIRECTORS

05

09

MINI-GRANTS & COMMUNITY INITIATIVES

10-11

SPECIAL DAYS AT UW & TESTIMONIALS

12-13

16-17 BUSTIN' CLAY & POWER OF THE PURSE

HEALTH EDUCATION & SELFSUFFICIENCY

06-08

EMPLOYEE CAMPAIGN COORDINATORS

14-15

AWARD RECIPIENTS & ADT GIVERS

18-19

LEADERSHIP CIRCLE

20-21

COMMUNITY PHILANTHROPY & GIVING AWARDS

22-23

FINANCIAL STATEMENT

24

VOLUNTEERS

25


A B O U T

U S

THE UNITED WAY OF MIDLAND'S MISSION IS TO IMPROVE THE QUALITY OF LIFE IN MIDLAND BY UNITING COMMUNITY RESOURCES WITH IDENTIFIED NEEDS. United Way of Midland works with community partners in supporting over 50 programs and services that target identified needs by focusing on the building blocks for a better life: a quality education that leads to stable employment; financial independence and sufficient housing to support a family; and sound emotional and physical health. United Way of Midland connects the dots between our community's issues and real solutions that are all made possible with the gifts of time, talent, and financial resources. Together, we help change the story.

28

50

12

Community Partners

Funded Programs

One-Time Grants

60,141

Clients Reached 3


Letter from the Executive Director Having just helped celebrate my mother’s 80th birthday in one month and grand-daughter’s third birthday in another, it has been nice to have both ends of the generational perspective. My wife and I are truly caught in the middle of two generations and all that means for our family. My mother represents the values and a legacy that began with her and my father. My grand-daughter represents how those values and the legacy will continue beyond even my life. This year, United Way of Midland is also on two ends of a generational perspective. We celebrate this year, our early beginnings 70 years ago, when a group of concerned Midlanders began to invest their resources to enhance the quality of life for others. They created a value system and legacy that continues now into this generation, and hopefully beyond it. They chose to make community investments that helped change the trajectory of another Midlander’s life story through their concern and philanthropy. That, and more, is what our Annual Report represents. Having engaged in a Board level conversation last year about our future and our values, one of the most important and obvious to everyone is our desire for transparency. This report reveals the investments made in our community as we sought to bring community resources to bear on identified needs. It is a reading that gives one a great deal of satisfaction. No matter the size of one’s donation to United Way, you are part of a larger picture of changing the story of someone’s life. All of us, myself included, can point to someone, somewhere along the trajectory of our lives, whose influence altered ours. I am glad United Way exists in Midland, because changing the story of someone’s life is perhaps the most satisfying experience one can have. To know that my modest ability to give is joined with community gifts to make someone’s life change course for the better is why we give, and why we seek to encourage our new generation of children to do the same. It is a legacy I believe we all want to leave behind. Thank you for helping United Way of Midland change the story of another life by connecting your gifts to a need.

Dr. Mark Alexander Executive Director

United Way of Midland Staff

* indicates current staff Mark Alexander * Executive Director Michelle Evans * Director of Community Impact Alice Freidline Director of Community Impact Jane Hellinghausen * Asst. Director of Resource Dev.

Lauren Hopkins * Director of Resource Development Carrie Hughes Director of Marketing/Special Events Megan Kenney * Director of Marketing/Special Events

0 44 U N I T E D W A Y O F M I D L A N D | 2 0 1 6 A N N U A L R E P O R T

Kim Richards * Administrative Assistant Paige Wallace * Director of Finance Tammy Winthrop Administrative Assistant


2016 BOARD OF DIRECTORS Executive Committee Board Members Jaime Alexander Community Volunteer President Andy Shaffer Community Volunteer President Elect Rebecca Bell Midland College Secretary Ramona A. Thomas Permian Basin Community Centers for MHMR Treasurer Scott Nelson First Capital Bank Asst. Treasurer

1

Mary Baker Kelly Hart Law Firm Darrell Carriger Chevron Alfredo Chaparro Midland College Patrick Jones MISD Elizabeth McWilliams Community Volunteer Joe Phillips Sooner Pipe Supply LP

2

Susan Spratlen Pioneer Natural Resources Morris Williams Jr. City of Midland

Aaron Dorfner Cotton, Bledsoe, Tighe, & Dawson Vice President of Resource Development Jessica Rule SHK The Advertising Firm Asst. Vice President of Resource Development Karmen Bryant Community Volunteer Vice President of Community Impact Michelle Green GE Oil & Gas ESP Asst. Vice President of Community Impact

Lifetime Members K. Michael Conaway U.S. Congressman, Dist. 11 James C. Henry Henry Resources, LLC Margaret Purvis Purvis Operating Company Charles A. Spence Community Volunteer

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1. President Elect, Andy Shaffer, attended the kick off meeting for the VITA/EITC program at Casa de Amigos. 2. Rebecca Bell, Secretary, helped coordinate the EITC/VITA project with Midland College. She also served on the Education Allocation Panel. 3. Assistant Vice President of Community Impact, Michelle Green (left) and Mary Baker (right) Co-Chaired the 2016 Power of the Purse event. Mary also played a role in our Day of Giving event by participating in the testimonial video. 5


$831,213

2016 HEALTH FUNDED PROGRAMS Alzheimer's Association Supportive Services $6,750 Boys & Girls Club Food and Nutrition $10,800 Organized Sports $20,700 Casa de Amigos Health Services $67,500 CASA of West Texas Voices for Children $36,000 Centers for Children & Families Clinical Counseling Program $216,000 Kids First $13,050 Post Adoption Program $7,200 Community Children's Clinic Pharmacy $31,500 Midland Children's Rehabilitation Center Hippotherapy $11,700 Midland/Odessa Area AIDS Support HIV/STD Prevention Education $18,000

Midland Rape Crisis & CAC Education $6,525 Therapy $33,300 Mission Center Adult Day Service Basic Healthcare Program $40,500 Palmer Drug Abuse Program Communities that Care $33,750 Community Recovery & Education $54,000 Safe Place of the Permian Basin Counseling & Advocacy $34,200 STAR Children's Program $20,250 Samaritan Counseling For Kids' Sake $9,000 SHARE Respite Care $29,988 The Springboard Center Intensive Outpatient Program $90,000 Medical Detox/Inpatient Residential Treatment $40,500

MISSION CENTER ADULT DAY SERVICE- BASIC HEALTHCARE PROGRAM

Midland Children's Rehabilitation Center: Hippotherapy Program

Casa de Amigos: Health Services

No More Tool Boxes- Mission Center Adult Day Services received a United Way grant for a new medication cart this past year. Those who work in health, know the importance of carts in providing excellent client care- the locking mechanisms, helping to meet licensing regulations, increasing safety and quality assurance, and wheels for more effective medication passes. Veteran MLVNC Vanda could not express her gratitude enough, as prior to this cart, nurses were using a Craftsman tool box. Such a simple request, yet a huge gift to clients and their families.


$429,441 Big Brothers Big Sisters: One to One Mentoring

Unlock Ministries- Op Camp

"Joe's" dad was in prison when he came to Op Camp after 4th grade. His mom worked a lot, so he clung to the mentoring community, asking mentors for a ride each week. He anticipated with hope the day when his dad would be out of prison and come to find him. The day came, but his dad did not. His mentor listened while he cried, devastated that his dad did not want him. Joe's burdens are heavy, but he always exudes a joyful attitude. He thrives in his Op Camp family. His co-campers are his closest comrades. They call each other "brother". This year at camp he confided to his mentor that his mom's boyfriend has been beating her since he was three. He trusted staff to help and they collaborated with other agencies, had painful conversations, and many failed efforts, but Joe's mom has finally broken free and made a new life for her family. Joe (an 8th grader) will be on staff at a program for kids this summer. He's a great leader!

Boys & Girls "Club Kids" participated in the Midland High Homecoming Parade.

2016 EDUCATION FUNDED PROGRAMS Big Brothers Big Sisters One-to-One Mentoring $68,760 Boy Scouts of America Scoutreach $53,331 Boys & Girls Club After School/Summer Day Camp $81,000 Casa de Amigos Education Station $15,750 Communities in Schools CIS- Midland $54,000

Girl Scouts of the Desert SW Girl Scout Leadership Development $30,600 Midland Children's Rehab Center West Texas Dyslexia Center $22,500 Midland Fair Havens Children's Enrichment Program $36,000 Unlock Ministries FUN Academy $13,500 Opportunity Camp $27,000 Transition Camp $27,000 7


2016 SELFSUFFICIENCY FUNDED PROGRAMS American Red Cross Disaster Services $15,000

$888,508

Camp Fire USA KIDS Care $32,500 Summer Program $15,000 Casa de Amigos Economic Strength $68,000 Independent Living $65,000 Family Promise Childcare $15,000 Midland Fair Havens Supportive Transitional Housing $70,000 Midland Need to Read Adult Literacy Tutoring Program $32,000 Midland/Odessa Area AIDS Support Support & Benevolence Program $41,000 Midland Rape Crisis & CAC Children's Advocacy Program $32,000 Crisis Intervention/Volunteer Program $17,000 Safe Place of the Permian Basin Emergency Shelter $100,000 Senior Link Midland Elderly Nutrition $90,008 Foster Grandparent Program $12,500 Senior Companion Program $12,500 The Salvation Army Emergency Shelter $140,000 YMCA Children's Learning Center $131,000

Photo Captions: 1. Midland Need to Read- Adult Literacy Program 2. Midland Rape Crisis and CAC- Children's Advocacy Program 8

YMCA of Midland- YMCA Children's Learning Center Norma, a recently divorced mother of five, came to the YMCA looking for childcare for her youngest son, 4 year old Andy. Andy was too young to go to school and had been in the care of his maternal grandmother while his mother worked to provide for the family. Norma explained that her mother had recently passed and she had been forced to alternate which of the older children (14 and 12) she kept home from school to watch their youngest brother. Norma, being the sole provider for 5 children, did not have the expendable income to pay full price for childcare. Through the Y's scholarship program, Norma was able to enroll Andy that same day for a 70% reduced rate. Andy has attended the program every day since his mother came to the YMCA looking for help. Both of his older siblings have returned to regular attendance at school and Norma now has a safe, reliable and affordable place to bring Andy while she works to provide for herself and her children. 1

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COMMUNITY GRANTS THE UNITED WAY OF MIDLAND INVESTED $45,000 IN 12 NONPROFIT HEALTH AND HUMAN SERVICE PROGRAMS TO ADDRESS IDENTIFIED PRESSING NEEDS IN MIDLAND. LITTLE FREE LIBRARIES

Little Free Libraries offer a way for the public to take and give back books in nontraditional areas. These could be health clinics, low income neighborhoods and community centers. They are typically an eye-catching, small wooden box of books where anyone can take a book or bring a book to share.

2016-2017 ONE-TIME GRANTS 12 PROGRAMS, $45,000 Agape Counseling Ruby Payne's Bridges Out of Poverty Training $2,500 Be The Change Challenge Day and Teams $5,000 Big Brothers Big Sisters BBBS Community Impact Grant $3,000 Girl Scouts Remodeling Kitchen in Midland Program Center $5,000 Midland County System of Care Wraparound Service $5,000 Mission Center Adult Day Service Basic Healthcare Program $1,694

Samaritan Counseling Cognitive and Behavioral Therapy for Moderate/High Risk Adults $5,000 The Junior League of Midland Reading Olympics $3,556

Be the Change- Challenge Day

The Springboard Center Fred Westmoreland Fitness Center $2,500 UTPB: First 5 Permian Basin Teen Fatherhood Engagement Program $3,750 UTPB: First 5 Permian Basin Little Free Libraries $3,000 UTPB: First 5 Permian Basin Early Childhood Coalition of the Permian Basin $5,000

The Springboard Center- Fred Westmoreland Fitness Center


Mini-Grants MIDLAND ACADEMY CHARTER GRANT WRITING TRAINING

On December 19th, Michelle Evans, Jane Hellinghausen and Mark Alexander from United Way of Midland visited the Midland Academy Charter School. They talked to the middle school students about NonProfit Organizations, Philanthropy and Grant Writing. The 7th and 8th grade students then worked on mini-grant proposals that would benefit the school and students. The students presented seven projects to the student body, United Way of Midland staff and a Grant Panel. The Panel selected two projects to receive funding up to $500 from the United Way of Midland- a school mascot and a class pet.

POVERTY SIMULATION TRAINING

On August 25th, UWM co-sponsored a Poverty Simulation training- a powerful role playing experience for professionals who work in social services. Participants experienced a day in the life of an individual/family receiving or accessing various public services. They were that person/family, and had to maneuver social services such as the Supplemental Nutrition Assistance Program (SNAP) benefits, apply for a job using public transportation, take their kids to school without a car and receive an eviction notice. Co-Sponsors: Midland Citizens United to Reach Equity (CURE) and Texas Department of Health and Human Services Center for Elimination of Disproportionalities and Disparities

THE EARNED INCOME TAX CREDIT PROJECT

In January, United Way of Midland received a grant to promote the Earned Income Tax Credit (EITC) and the Child Tax Credit (CTC) to young Midlanders, working families and others who may not be aware of their eligibility. The project includes “telling the stories” of some who received the tax credit and how they will use the refund. United Way at the national level will use stories collected across the country to advocate to policy makers to continue the vital tax refund program. The project is a collaborative effort with United Way, Casa de Amigos and Midland College. 10


Community Initiatives CLUB READ

United Way knows how critical it is for children to succeed in school. In the summer of 2016, over 250 students participated in the Club Read program. The United Way of Midland collaborated with the Boys and Girls Club of Midland, Casa de Amigos, Midland Fair Havens, and Unlock Ministries Fun Academy. Over 1,800 books were ordered and delivered to the children participating in the Summer Reading programs. By the end of the summer, 97% of all students who completed the Club Read pre and post-test maintained or improved their reading levels. XY-ZONE

The XY-Zone Initiative began in 2011. In the 2015-2016 school year, the ongoing collaboration with Communities in Schools (CIS), MISD and the United Way of Midland, expanded collaborations to include Palmer Drug Abuse Program, Be The Change (Challenge Day), Kelsee Jones – Grief Group, 1 to 1 Tutoring with Golf Course Road Church of Christ and First Presbyterian Church, in order to help guide at-risk males ages 15-18. During the 2015-2016 school year, 100% of XY-Zone seniors graduated and XY-Zone Staff conducted 908 one-to-one coaching/mentoring sessions and 306 small group sessions.

LITERACY LIAISON

Formerly known as Ready to Read, this program has evolved into a fulltime Literacy Liaison position. The Literacy Liaison is assigned to Pre-K and Kindergarten students at Crockett Elementary and works with individual students and in small groups to read and teach fundamental reading skills such as text concepts, print concepts and phonetic awareness. As of March 2017, the assessment data show that 62% of Crockett Kindergartners are on grade level and 13% are above. The United Way of Midland Women’s Leadership Council, The Midland Independent School District Foundation, and Crockett Elementary School launched this exciting reading project in the Fall of 2013. FAMILIES FORWARD- TRANSITIONAL HOUSING

In collaboration with Family Promise and United Way of Midland, Families Forward Transitional Housing opened doors to it's first family on December 20, 2013. Since that time, nine families have been enrolled in the program, five of which have graduated from the program. Of these families, the average income while in the program rose $13,575, while the average debt reduction equaled $7,295. 11


SPECIAL DAYS AT UNITED WAY DAY OF GIVING

The first annual “GIVE UNITED” Day of Giving was hosted on February 14th, 2017, as a collaborative effort between United Way of Midland, United Way of Odessa and Permian Basin Area Foundation. February 14th, a day very much associated with caring, was chosen as a reminder to “show love” back to the community. The goal was to bring awareness to issues surrounding health, education, and selfsufficiency in the Permian Basin. United Way also wanted to reach new groups of donors by engaging them with online giving and a text-to-give platform using increased social media and news coverage. Together, $ 4,687.00 was successfully raised! GIVE UNITED day was a team effort from board members, staff, community partners, volunteers, and clients and we are looking forward to moving ahead this campaign year with the same effort to reach new faces about our cause.

DAY OF ACTION

United Way Day of Action is an annual invitation for people and organizations around the world to live United and take action to address a variety of challenges. Each year communities around the world come together to harness the volunteer spirit and improve the conditions in which they live. United Way of Midland celebrated Day of Action on June 21, 2016. We hosted a book drive and were able to hand out over 1,300 books to four area organizations: Community Children's Clinic, Camp Fire West Texas, Midland Children's Rehabilitation Center and Safe Place of the Permian Basin.

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Thank you to everyone who hosted a book drive, donated books and helped sort and deliver the book to the organizations.


TESTIMONIALS AND TRIBUTES JEFF GOTCHER

1957-2016

Jeff Gotcher was a long -time friend of United Way of Midland. His years of service as a volunteer and donor are cherished, but above all, he will be remembered for his history of giving back to the community. Jeff most loved being a father and husband. He was witty, an avid golfer and an invaluable friend to many. Jeff loyally supported anything UT, and had a talent for writing. He wrote 3 books and even had one, “Shadow Warrior” published! His presence and leadership at Cimarex will always be remembered by those he worked with. “I credit Jeff’s leadership as Land Manager, as playing a central role to our success. But most important, was his role in mentoring a group of young Landmen, and developing them into one of the best team of professionals in the business. His legacy will live on through their success as professionals and as men and women. I lost my best friend and I miss him dearly, but I am a better man for having known him.” -Roger Alexander

CELEBRATING THE LIVES OF UNITED WAY OF MIDLAND PHILANTHROPISTS: Mr. William F. Pennebaker (1918 -2016) Mr. Tracy P. Clark (1921-2016) Mr. M.A. “Art” Custer (1926-2016)

“We feel a strong responsibility to share our blessings with others. Every community has unique issues that need attention to improve the overall quality of life. United Way of Midland is the community’s leading organization to recognize, steward, and solve these issues with real solutions. When we give to United Way of Midland, we are giving back to our community.” -RYAN & TIFFANI HAMILTON, ADT SOCIETY

"The United Way supports organizations which go a long way to improving the quality of life for many of us in Midland. I have benefited from some of those organizations myself." -DR.

MORGAN

BROWN,

DONOR

SHANNON

FOR

OVER

20

ANIMAL YEARS

Mr. Wade Choate (1932-2017) Mr. William. H. Flynt (1936-2017) Ms. Elizabeth A. Brown (1958-2017)

The main two reasons that started me giving again to the United Way are 1) I became aware of how one agency fulfills a critical need in Midland/Odessa that I would like to support and 2) my employer has a matching gifts program. Through a friend, I became familiar with one of the agencies that United Way supports, SHARE. Although I probably had heard of SHARE, I really didn’t know what they did until I witnessed their support of my friend and her family. Sure I wanted to help support the fabulous work this agency does but it also made me wonder how many other great agencies are out there that I just don’t happen to know about. And when my employer would match my gift, it seemed like an obvious winwin situation. I could support an agency I know about and allow UW to select other good agencies to support also.

HOSPITAL, -Debbie Markley, SM Energy


Employee Campaign Coordinators The Employee Campaign Coordinator (ECC) is a United Way of Midland advocate in the workplace who encourages co-workers to create a stronger community by planning, organizing, and giving to the annual Campaign. An ECC is the foundation of the work United Way accomplishes in our community, as they are the gatekeeper to the companies who generously give to the bulk of United Way fundraising efforts. On top of their normal work duties, these ECC’s go above and beyond in their volunteer roles with Campaign. We are thankful for all of their amazing work and contribution to our city! Yaritza Styles 1st Community Federal CU Trey Addison Abell Junior High Leann Dumas Alamo Junior High Shelby Crews Albertson's Janet C. Cross Alzheimer's Association STAR Chpt. Shamiqua Shields Anson Jones Elem. School Brandi Price Atmos Energy Tonya Watson Barricades Unlimited Brandon Sykes Betenbough Homes Kay Crites Big Brothers Big Sisters Midland Josie Escobar Bonham Elem. School Lauren Disney Bowie Fine Arts Academy Tracy Macilro Boy Scouts of America, Buffalo Trail Council David Chancellor Boys & Girls Club of Midland Emmie McCullough Bunche Early Childhood Center Celina Rodriguez Burnet Elem. School Melissa D. Horner Bush Elem. School William T. Shuey Camp Fire USA West Texas Chapter Cynthia Brooks Carver Elem. School Tonya R. Eckert Casa de Amigos Judy Terry Centers for Children & Families

Sarah Hughes Chevron Ashlee Fugett City of Midland Wanda Ross Coleman High School Lisa Cantrell Communities In Schools of the Permian Basin Cindy Wagler Community National Bank Elizabeth Stout Concho Resources, Inc. Jerry Reno ConocoPhillips Michael Hall Cotton, Bledsoe, Tighe & Dawson Shannon Johnson Devon Energy Corporation Callie Marsh Energen - Midland Shonna Armstrong EOG Resources, Inc. Tom Miller Family Promise Stephanie McClure Fannin Elem. School Mary Groomer Fasken Elem. School Deborah Williams Fasken Oil & Ranch, Ltd. Leticia Avila Federal Express Toni Mabry First Capital Bank of Texas Paige Buescher Frost Bank Marnell Fox Girl Scouts of the Desert Southwest Hillary Noel Lovell Goddard Junior High Sandy Kepple Great Western Drilling Co. Kisha Samsel Greathouse Elem. School Bob Murphy & Garret Stauder H. E. B.

Tanya Bell Henderson Elem. School Kyla Berta Henry Resources, LLC Dolores Cano Houston Elem. School Shana Hull Inwest Retirement Solutions Audra Meade Johnson, Miller & Company Caitlin Miles Kinder Morgan CO2 Company, LP Bobby Stultz Lee Freshman High School Jumon Hailey Lee High School LeAnn North Legacy Reserves Corp. Terri Rimer Long Elem. School Cherry Furqueron Lynch, Chappell & Alsup, P.C. Gene Drummond Map Resources Bahola Edwards Midland College Mary Ann Espinoza Midland County Offices Jerri J. Ripplinger Midland Fair Havens, Inc. Kendra Menchaca Midland Freshman High School Summer Van Midland High School Christy B. McWilliams Midland Memorial Hospital Patti Groce Midland Need to Read, Inc. Lori Perales Midland Rape Crisis & Children's Advocacy Center Suzanne Gerstner Milam Elem. School Rebecca Mull MISD - Purchasing

Woodrow W. Bailey, III MISD - Administration Lupe Olivas MISD - Child Nutrition Services Angelina G. Buck MISD - MAP Amanda N. Carrasco MISD - Plant Services Katie Bowen MISD - Technology Heather Martinez MISD - Transportation Jayni Whitefield Mission Center Adult Day Service James R. Lawrence Northern Natural Gas Dennis Polson Oncor Electric Delivery Sue Mercer Oncor Electric Delivery Rhonda M. Murray Ortloff Technology Group, LLC Shanna Bennett OXY Permian, Ltd. Michele Savage Palmer Drug Abuse Program Diana Welch Parkhill, Smith & Cooper Lupe Hernandez Parsley Energy Operations, LLC Gabriel Salgado Pease Communications & Technology Guy McCrary Permian Basin Area Foundation Jill A. Stephens Permian Basin Community Centers Judy Makowsky Pioneer Natural Resources Co. Jenna Kimbrough Reliance Energy, Inc.

Jodie Webb Rusk Elem. School Carole Wayland Safe Place of the Permian Basin Gay J. Lynch San Jacinto Junior High Yvette Lozano Santa Rita Elem. School Nicole Molinar Scharbauer Elem. School Ellen Funderburg Security Bank Sabrina Smith SM - Energy Company Cade Campbell SM - Energy Company Brice Otto SM - Energy Company J. R. Silva South Elem. School Coleen Grandmaison Stubbeman, McRae, Sealy, Laughlin & Browder Angie Phiffer Summit Petroleum LLC Lt Col & Mrs Jeremy Walker The Salvation Army of Midland Karissa Kienast The Springboard Center Penny Vachal Travis Elem. School Robert Moreno United Parcel Service Bobleta Cleere Wagner & Brown, Ltd. Banay Newton Washington Magnet School Adrienne L. Taylor Weaver Marcos Luna Wells Fargo Bank, N.A. Jessica Lujan Yarbrough Elem. School George Fierro YMCA of Midland


ECC Spotlights

BRANDI PRICE- ATMOS ENERGY

"For this year’s campaign, we held fundraising and awareness activities for an entire week. We had a menudo breakfast, played musical chairs, golfed through a maze and even had a pie-in-the-face finale. We had a live and silent auction for our employees to bid on. We offered incentives to donate early and donate as much as possible. As you can see in the pictures- it was fun! Our ending numbers of both participation and level of giving reflected this belief and commitment. Our employees have become involved in many of the organizations that are supported by United Way. This constant reminder keeps them giving and believing in your mission and purpose. GREAT JOB United Way of Midland!"

CINDY WAGLER- COMMUNITY NATIONAL BANK

"As employees of Community National Bank, we are very fortunate to be encouraged and supported in our community involvement efforts by our Board, Management and each other. United Way is one of the many organizations we support through volunteering our time and energy. The month of October is traditionally our United Way fund raising month. Some of the projects we do to raise money include bake sales, hot dog sales, pancake breakfasts, “Pie in the Face” contest, purchase stickers to dress casually two days a week for the month and one of our favorites, “Pay to Play Days”. This allows us to purchase up to two days off with the proceeds going to United Way and we still get paid!!! As the chairperson of our United Way fundraising at CNB for the past 7 years, I cannot express enough appreciation to my fellow employees for their willingness to volunteer their ideas, time and energy!"

BAHOLA EDWARDS- MIDLAND COLLEGE

"I’ve been actively involved with our United Way campaign since the early 1990’s for Midland College. It has been fun and challenging to come up with fundraising ideas for our campus campaign. We’ve done activities such as tricycle races, car washes, “Grubby Days” to wear our jeans and the most popular, our silent auction. One year we had a dunking booth to dunk our administrators and the day we had it scheduled the temperature was in the 50s so we had to reschedule it. It turned out that day was even colder but all of our administrators were troopers and cooperated anyway wearing wet suits! Why do I support United Way? Because it helps so many agencies that help children, families and the elderly." 15


&

BUSTIN' CLAY FOR UNITED WAY

The 15th Annual Concho Resources and XTO Energy Bustin' Clay for United Way took place on August 19th, 2016, to kick off the United Way of Midland Campaign. Thanks to the event committee, volunteers, sponsors and participants, $138,315 was raised.

UWM Staff (L-R) Carrie Hughes, Paige Wallace, Lauren Hopkins, Jane Hellinghausen & Mark Alexander

Bustin' Clay Participants

(L-R) Mark Alexander (UWM), Jaime Alexander (UWM), Stephen Brumley (Concho), Earl Richardson (XTO) and Marcela Munoz (XTO) during the check presentation.

BUSTIN' CLAY COMMITTEE:

Stephen Brumley, Concho Peggy Floyd, Jake's Clay Lauren Hopkins, UWM

Carrie Hughes, UWM Jeff Jacobson, Jake's Clay Alton Kennedy, XTO

Marcela Munoz, XTO Debra Osburg, Concho

PLATINUM SPONSORS:

Jody's Oilfield Services & Awalt Hot Oil Service *For a complete list of sponsors, please visit the Bustin' Clay website, www.bustinclayforunitedway.org


POWER OF THE PURSE P O W E R

O F

T H E

P U R S E

K E Y N O T E

S P E A K E R

R E B E K A H

G R E G O R Y

Rebekah Gregory is a simple small town wife and mother whose life was forever changed due to the events of the Boston marathon bombings on April 15, 2013. This horrible act of terrorism left her as one of the names of the seventeen amputees, and therefore permanently handicapped at the young age of twenty six. Instead of being bitter, Rebekah has used her platform by encouraging others worldwide. Speaking out about her story and own daily obstacles, she believes that life's struggles are not only meant to teach us lessons, but make us better versions of ourselves than before. Rebekah's delivery with her quick wit and contagious optimism left the audience feeling inspired and ready to make their own life changes.

3RD ANNUAL POWER OF THE PURSE

The 3rd Annual Power of the Purse was held on October 26, 2016, at the Midland Country Club. All proceeds from Power of the Purse benefit United Way of Midland's education initiative, Literacy Liaison. Thanks to the event committee, sponsors and participants, $22,312 was raised.

Power of the Purse attendees browsing the purse raffles

(L-R) Michelle Green, Kristin Ditto, Jessica Rule, Rebekah Gregory, Mary Baker, Jaime Alexander POWER OF THE PURSE COMMITTEE:

GOLD SPONSORS:

Power of the Purse attendees

Jaime Alexander Mary Baker Karmen Bryant Kristin Ditto Michelle Green Charity Rohlfs Jessica Rule 17


United Way of Midland Community Giving Awards Summit Petroleum - Eagle Spirit Award Recognizes the company with the greatest percentage of employees giving $1,000 or more.

Barricades Unlimited - Newcomer of the Year Recognizes the company with the most successful first year employee campaign.

Tom Miller - Community Advocate Award Recognizes the person who most distinguishes him or herself during campaign by advocating for the United Way of Midland throughout the community.

Midland College - Paul C. Rea LIVE UNITED Award

Recognizes the company whose employees have shown sustained excellence in giving, advocating and volunteering with the United Way of Midland.

Judy Makowsky - Outstanding Employee Campaign Coordinator Recognizes the individual who distinguishes him or herself by their sustained excellence, enthusiasm and dedication throughout their company’s campaign.

Anadarko - Rising Star Recognizes the company with the most successful employee campaign year over year.

First Capital Bank - Community Partner of the Year Recognizes the agency or company that most distinguishes itself by collaborating with the United Way of Midland.

Eddy Wallace - Philanthropist of the Year Recognizes the individual who has shown sustained excellence in personal giving to United Way of Midland and encouragement of philanthropy throughout Midland.

Retiring Board Members

18

Karmen Bryant Todd Meade Joe Phillips


The Alexis de Tocqueville Society Only 26 years old when he came to America in 1831, Alexis Charles Henri-Clerel de Tocqueville traveled all over the young nation. Perhaps his most important observation was that Americans helped each other in time of need. He recognized, applauded and immortalized the voluntary spirit that lives in America's heart. "I must say that I have seen Americans make great and real sacrifices to the public welfare; and have noticed a hundred instances in which they hardly ever failed to lend faithful support to one another." United Way of America formed the Alexis de Tocqueville (ADT) Society in 1984 to deepen individuals' understanding of, commitment, to and support of United Way's work: advancing the common good by creating opportunities for a better life for all. The ADT Society recognizes local philanthropic leaders and volunteer champions around the world who have devoted time, talent, and funds to create long-lasting changes by tackling our communities' most serious issues. Membership in the ADT society is granted to individuals who contribute at least $10,000 annually to United Way. The ADT Society of Midland was founded in 1988 with 15 charter members. In 2016, the ADT Society of Midland had 31 members.

2016 ALEXIS DE TOCQUEVILLE SOCIETY OF MIDLAND MEMBERS Sandy and Jim Alsup S. Javaid Anwar Frances Brown Mr. and Mrs. Cary Brown Rita and Dale Brown Karmen and Billy Bryant * Molly and Reb Clark Mr. and Mrs. William F. Dingus Aaron and Megan Dorfner * Don and Susie Evans Ryan and Tiffani Hamilton Paula and Jim Henry Laquita and Dennis Johnson Bob and Donna Landreth Deborah Markley & Billy Priebe Mr. and Mrs. Scott McGraw

Kimberly and Russel Meyers Luke and Lori Morrow Newt E. Newton III Joe and Jan O'Neill Kerry and Clarence Scharbauer Douglas Scharbauer Ronnie and Cindy Scott Lissa Wagner Abell-Hanger Foundation Chaparral Foundation Henry Foundation The J. E. & L. E. Mabee Foundation Pevehouse Family Foundation Scharbauer Foundation Warren Charitable Foundation

While every effort is made to accurately recognize every ADT giver, recognition in this report is based on information that we receive from employers and individuals by March 15, 2017. If you've been missed, we sincerely apologize. Thank you for your understanding. 19 * Indicates donors who increased their gift to Alexis de Tocqueville Society in CY 2016 from CY 2015


2016 Midland Leadership Circle Leadership givers set the course for others. In our community, many generous and caring individuals have partnered with the United Way of Midland to change lives. By making an annual minimum contribution of $1,000 or 1.5% of annual income, Leadership givers are an integral part of our efforts to solve community problems and bring measurable, lasting change to the lives of thousands of Midlanders each year.

A. J. and Mary Vogel A. Puckett* Aaron Luciano* Al Bondurant Alan Douglas Alice and Roger Freidline Andrew and Michelle Cobb Angie Ramirez Ann Bradford Annie L. Johnson* Anonymous (6) Arthur R. Laengrich* Barbara and Mitch Mamoulides Bennie and Bob Bledsoe* Betty Ann Prentice Bill and Julie Brown Bill Skeen* Bill Stovall Billy and Pam McAnally Blue and Cressinda Hyatt Bob and Mitzi Fortin Brad and Kim Jones Brenda Dellinger* Brent Gros Bret Dixon* Brian Tapp Brice Otto* Bruce Cariens* Carmen Edwards Carol Bair Carole and David Wayland* Carroll and Georgia Thomas Carter Fondon* Cece and A.J. Brune Charles A. Spence 20

Cheri R. Porter Cheryl Boyce Chris and Emerald McGinnis Christine L. Hart Christine Montgomery* Christopher G. Bejil* Christopher Paul Johnson Cindy and Jim Benson Claire and Jim Woodcock Clint and Carrie Hughes Courtney Sharp Cynthia A. Chavez* Dana Taylor* David and Karen Schmidt* David A. Jelf David A. Sutter* David and Becky Smith David Shaw Debbie and Eddie Wallace Deborah Duckworth* Denise Humphrey* Devin Alsup Dexter Harmon Dinah S. Doggett Don C. Bromley Donna Duke* Douglas A. Doerfer* Douglas H. Christensen Douglas May Ed Magruder Eric F. Smith Ernest Angelo, Jr. Ezra Yacob Forrest B. Collier* Garth and Sabrina Wright

Gary and Debbie Elander Gary L. Wood* Geoff Bister George Witman* Guadalupe Jimenez Gustavo V. Carrasco* Harper Estes Hugh A. Shaffer* J. Loy Helm Jack and Terry Wilkinson Jack Bates Jack Kean* Jacob Jackson James and Virginia Wilder Jan Baker Jay and Lashawn Latta Jay and Nancy Isaacs Jeannette I. Frantz Jeffrey D. Hewett Jim and Shannon Lawrence* Jim and Cheryl Behrmann Jim and Dorothy Moring Dr. Jim and Georgia Corwin Joan and Cecil Rhodes Joan K. Powers* Joe and Linda Garner Joe and Darla Niederhofer Joe T. Lynch Joe T. Phillips Joel Nunez* Joey and Lauren Hopkins* John A. Barkley John A. Laney* John and Lana Cooper John D Wilkinson

* Indicates donors who increased their gift to Midland Leadership Circle Level in CY 2016 from CY 2015


Jordan D. Huff Judith H. Devenport* Judy Terry June Cowden Kathryn J. Everett* Keith Belk* Ken Dean Dr. Ken Pittaway Kenneth Tomlinson* Kenneth W. Griffin Kenny Taylor Khristie Prince* Kim Calderon Kim Harris* Kristi Edwards L. Shane Stokes L.D. "Buddy" Sipes, Jr. Lagaytha Lewallen Larry J. Bell Laura Wilson* Leon G. Byerley, Jr. Leonard Trout* Lesley and Steven Jeffcoat Linda Hall Lisa Hooper Lynn and Rhonda Durham Manuela Monarrez* Marcella B. Christensen Marian Sturgeon Dr. Mark and Teresa Alexander* Mark and Nancy Bondy Mark and Kathy Bruehl Mark S. Brin Mary and Jack E. Blake, Jr. Mary B. Kennedy Mary D. Dunn* Mary Lou Cassidy Matthew Starr Maxine Hannifin Meredith and Chris Tipton Michael Crawford

Michael J. Canon* Michael L. Hall Michelle Pendergrass Misty Allen* Mona Ables Mr. and Mrs. Charles L. Tighe* Mr. and Mrs. Larry D. Pitts Mr. and Mrs. Trevor Freeman* Mr. and Mrs. William Krueger Nancy A. Cooper* Nichole M. Mathis* Nicole L. Stroud* Orin W. Wade Pam Castellano Pat Meadows* Patricia A. Cantu Patricia and Leon Jeffcoat Patrick A. Jones* Paul and Dee Morris Paul and Teresa Cain Paul M. Callaway Paula Cahoon Pervis and Michelle Evans* Dr. Phil and Joan Everett Ramona Thomas Randy and Jeannie Lalk Randy and Judy Rouse Rebecca Bell* Rebecca Erb* Rebecca Pontaski Dr. Richard C. Jolly Richard E. Booth Richard T. McMillan Rick Doehne Robbie and Danny Campbell Robert A. Spears Robert and Elizabeth Davenport, Sr. Robert L. Dent Robert Moreno* Dr. Roberta and Richard Case* Robin Richey*

Robyn Birkla Dr. Roger M. Traxel, MD Ron Betenbough Ron Schwisow* Ron Willett Russell D. Pantermuehl Ruth S. Bell Scott and Amy Ryburn Scott and Gladys Hickman Scott Nelson Shanidy Shook* Shawn Edmiston Sherron Meeks Sigrid and Richard Coats Sophia and G.W. Brock Steve and Debbie Gray Steven C. Kiser Susan Spratlen Suzanne and Mike Conaway Tami Hamill* Tara Hinojosa* Ted and Diana Collins Tejay and Marlene Simpson Tevis Herd* Thomas W. Ortloff Timothy T. Warpula* Tom E. Johnson Tommy and Gwen Taylor Tracy K. Elms Valerie A. Sparks Victor D. Garcia Virginia Hendley W. Kurt Finkbeiner Wade Choate Walter L. Crandall Wesley Barnt Wesley Chalfant* Wesley D. Bownds* William B. Bledsoe* William Granberry Yvonne D. Silipo

While every effort is made to accurately recognize every Leadership giver, recognition in this report is based on information that we receive from employers and individuals by March 15, 2017. If you've been missed, we sincerely apologize. Thank you for your understanding.


Community Philanthropy Thank you to all of our community organizations and companies that contributed to the 2016 Annual Campaign through their corporate donations, work place campaigns and fundraising activities. These industry and community leaders play an integral role in efforts to solve problems and bring measurable, lasting change to the lives of thousands of Midlanders each year. They play a role in raising funds IN the community FOR the community, and we could not be more grateful. 1st Community Federal CU Abacus Computers, Inc. Albertson's Allen G. McGuire, CPA Office Alzheimer's Association STAR Chapter Amazon Smile Anadarko Petroleum Corp. Apache Corporation AT&T Atmos Energy Bank of America Barricades Unlimited Beal & Wilkes, PC. Best Buy Betenbough Homes Big Brothers Big Sisters Bill's General Contracting Blue Cross-Blue Shield Border States Electric Boy Scouts of America, Buffalo Trail Council Boys & Girls Club of Midland C.R. Tierce Oil & Gas Camp Fire USA West Texas Chapter Casa de Amigos Centers for Children & Families Chevron Cimarex Energy City of Midland Communities In Schools of the Permian Basin

Community National Bank Concho Resources, Inc. ConocoPhillips Cotton, Bledsoe, Tighe & Dawson Darrell McDonald Realtors Devon Energy Corporation Dillard's Department Store Energen Enterprise Rent-A-Car EOG Resources Family Promise Fasken Oil & Ranch, Ltd. FedEx First Baptist Church FirstCapital Bank of Texas Frost Bank G.E. Oil and Gas Girl Scouts of the Desert Southwest Green Tree Country Club H. E. B. Harrell & Lupardus Henry Resources, LLC Honeyman Exploration Inwest Retirement Solutions J. C. Penney Johnson, Miller & Company Kinder Morgan CO2 Company, LP LabCorporation Legacy Reserves Corp. Lynch, Chappell & Alsup, P.C.

Magellan Midstream Ranch & Oilfield Holdings, GP, LLC Construction Map Resources Reliance Energy, Inc. MEC Petroleum Corporation . Rhotenberry Wellen Midland College Architects Midland Fair Havens, Inc. Safe Place of the Permian Midland Memorial Hospital Basin Midland Need to Read, Inc. Samaritan Counseling Midland Petro D C Partners Security Bank Midland Rape Crisis & Shell Trading US Company Children's Advocacy Center SM Energy MISD Administration & Stubbeman, McRae, Sealy, Campuses Laughlin & Browder Mission Center Adult Day Summit Petroleum LLC Service Target Nationwide Insurance The Hershey Company Nissan of Midland The Salvation Army of Northern Natural Gas Midland Oncor Electric Delivery The Springboard Center Ortloff Technology Group Toyota of Midland OXY Permian, Ltd. Turner Industries Group Palmer Drug Abuse Program UPS Parkhill, Smith & Cooper United Way of Midland, Inc. Parsley Energy Operations Wagner & Brown, Ltd. Permian Basin Area Wal-Mart Super Center Foundation #3645 Permian Basin Community Weaver Centers Wells Fargo Bank, N.A. Permian Basin Landmen's West Texas National Bank Association XTO Energy Inc. Petraitis Investments Inc YMCA of Midland Pioneer Natural Resources Zahir N. Noormohamed, Principal Financial Group CPA

While every effort is made to accurately recognize every company that participates in the United Way campaign, recognition in this report is based on information that we receive from companies and organizations by March 15, 2017. If you've been missed, we 22 sincerely apologize. Thank you for your understanding.


2016 Employee Giving Awards PLATINUM CIRCLE (the employees of the following companies gave a per capita gift of $200 or more per employee)

1st Community Federal Credit Union Albertson's Anadarko Petroleum Corporation Apache Corporation Bank of America Barricades Unlimited Centers for Children & Families Chevron City of Midland Community National Bank Concho Resources, Inc. Cotton, Bledsoe, Tighe & Dawson Energen - Midland Enterprise Rent-A-Car EOG Resources, Inc. Fasken Oil & Ranch, Ltd. Federal Express FirstCapital Bank of Texas Frost Bank G.E. Oil and Gas Henry Foundation Henry Resources, LLC Inwest Retirement Solutions Johnson, Miller & Company Kinder Morgan CO2 Company, LP Lynch, Chappell & Alsup, P.C. Magellan Midstream Holdings, GP, LLC Midland Fair Havens, Inc. Midland Memorial Hospital Ortloff Technology Group, LLC Permian Basin Community Centers Pioneer Natural Resources Co. Security Bank SM - Energy Company Stubbeman, McRae, Sealy, Laughlin & Browder

Summit Petroleum LLC United Parcel Service United Way of Midland, Inc. Wells Fargo Bank, N.A.

CENTURY CIRCLE

(the employees of the following companies gave a per capita gift of $100-199 per employee)

AT&T Bunche Early Childhood Center Camp Fire USA West Texas Chapter Casa de Amigos Girl Scouts of the Desert Southwest Lee Freshman High School Midland College Midland Rape Crisis & Children's Advocacy Center MISD - Administration MISD - Technology Northern Natural Gas Safe Place of the Permian Basin San Jacinto Junior High School South Elementary School The Salvation Army of Midland The Springboard Center Travis Elementary School Wal-Mart Super Center #3645

GOLD AWARD

(the employees of the following companies gave a per capita gift of $75-99 per employee)

Bowie Fine Arts Academy Boy Scouts of America, Buffalo Trail Lee High School Midland High School OXY Permian, Ltd. Rusk Elementary School Washington Magnet School

SILVER AWARD

(the employees of the following companies gave a per capita gift of $50-74 per employee)

Alamo Junior High School Carver Elementary School Communities In Schools of the PB Fannin Elementary School Goddard Junior High School Greathouse Elementary School Long Elementary School Midland Need to Read, Inc. Pease Communications & Tech. Santa Rita Elementary School Scharbauer Elementary School Yarbrough Elementary YMCA of Midland

BRONZE AWARD

(the employees of the following companies gave a per capita gift of $25-49 per employee)

Abell Junior High School Anson Jones Elementary School Best Buy Big Brothers Big Sisters Midland Bush Elementary School Coleman High School Dillard's Department Store Fasken Elementary School Houston Elementary School Midland Freshman High School Milam Elementary School MISD - MAP MISD - Plant Services MISD - Transportation

While every effort is made to accurately recognize every company that participates in the United Way campaign, recognition in this report is based on information that we receive from companies, employers and individuals by March 15, 2017. If you've been missed, we sincerely apologize. Thank you for your understanding. 23


Thank You to Our Volunteers 2016 COMMUNITY INVESTMENT COMMITTEE

2016 SELF-SUFFICIENCY PANEL MEMBERS

2016 RESOURCE DEVELOPMENT CABINET

Jaime Alexander Jackie Allen (Chair) Karmen Bryant Sylvester Cantu Michelle Green Ellen House Steven Jeffcoat Juanita Mendoza Scott Nelson Corbette Padilla Andy Shaffer Lori Wesley

Pat Caldwell Sylvester Cantu Kristin Ditto Michelle Green Lesley Isaacs Steven Jeffcoat Jack Kean Jay Leeper Chad Maxwell Jimmy Nelson Scott Nelson Joy Paulson Wanda Valles Erin Walker Lori Wesley

Mark Alexander Aaron Dorfner Will Gilchriest Jane Hellinghausen Tevis Herd Lauren Hopkins Jessica Rule

2016 EDUCATION PANEL MEMBERS

Mary Baker Maridell Fryar Laura McCabe Juanita Mendoza Ron Moss Corbette Padilla Kimberly Reeves 2016 HEALTH PANEL MEMBERS

Karmen Bryant Ellen House Clint Hughes Brian McDonald Elizabeth McWilliams Hollen Wheeler

24

2016 LEADERSHIP DEVELOPMENT COMMITTEE

Jaime Alexander Mark Alexander Rebecca Bell Vicki Jay Elizabeth McWilliams Todd Meade Andy Shaffer Lori Wesley

2016 SOLICITORS

James Alsup Mary Baker Kay Bivens Chandler Butt Dylan Carpenter Kristin Ditto Aaron Dorfner Will Gilchriest Ryan Hamilton Heath Hauldren Tevis Herd Steven Jeffcoat Dennis Johnson Shan Moon Scott Nelson Thomas Ortloff Eric Reyes Jessica Rule Charlie Spence Jack Swallow Edward Wallace


United Way of Midland, Inc. Statement of Financial Position

As of December 31, 2016 (unaudited) ASSETS

LIABILITIES AND NET ASSETS Current Fund- Unrestricted

Current assets: Cash Certificates of deposit and other cash investments Marketable securities Pledges receivable, less allowance for collectible accounts of $25,898.60 Accrued interest & other current assets Total current assets Notes Receivable Total Assets

Current liabilities: Accounts payable Due to (from) other funds Due to program providers Due to state & national affiliations Grants payable Total current liabilities

$269,720 2,142,365 3,355,573 492,074

12,685 _____ 6,272,417 _____ 273,540 $6,545,957 _____ _____

Net assets

$117,492 - 1,058,331 - 270,240 1,446,062

_____ 5,099,895

Total Liabilities and Net Assets

_____ $6,545,957 _____ _____

Land, Building & Equipment Fund- Unrestricted Property and equipment: Land Building Furniture, fixtures and equipment Total property & equipment Less accumulated depreciation Net property & equipment Total Assets

Current liabilities: Due to (from) other funds Total current liabilities

$139,217 234,484 215,276 588,977 (345,313) 243,664 $243,664

_____ _____ _____ _____ _____

_____- -

Net assets

243,664

Total Liabilities and Net Assets

United Way Permanent Fund- Unrestricted Investments

$526,279 _____ _____

_____ $243,664 _____ _____ $526,279 _____ _____

Net Assets

Total Assets, Liabilities & Net Assets- All Unrestricted Funds Total Unrestricted Assets Total Assets

$7,315,900

_____ $7,315,900 _____ _____

Total liabilities Total Unrestricted Net Assets Total Liabilities and Net Assets

$1,446,062

5,869,837 _____ $7,315,900 _____ _____

Temporarily Restricted Endowment Investments Future Interest Temporarily Restricted Assets

$162,160

_____ 2,100,000 $2,262,160 _____

Temporarily Restricted Net Assets

$2,262,160 _____

Permanently Restricted Certificates of deposit and other cash investments

$500,000

_____ _____

Permanently Restricted Net Assets

$500,000 _____ _____

2016 Finance Committee: Todd Meade Ramona Thomas Jaime Alexander Scott Nelson

Andy Shaffer Rebecca Bell Zahir N. Noormohamed Ellen House

Steven Jeffcoat Shan Moon Frank Stowers Sylvester C. Cantu 25




WE DO SOMETHING

ABOUT IT. WEÂ CHANGE THE STORY. WE ARE PART OF THE BIGGER PICTURE AND A BETTER WAY.

WE ARE THE

UNITED

WAY

OF MIDLAND, TEXAS. www.uwmidland.org 1209 W. Wall | Midland TX 79701 432.685.7700


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