GREAT THINGS HAPPEN WHEN WE
LIVE UNITED
ANNUAL REPORT TO THE COMMUNITY 2014 United Way of York County UNITED WAY OF YORK COUNTY www.buildcommunity.org
OUR VISION
York County is a strong, healthy community created by people caring for one another.
OUR MISSION
United Way of York County strengthens community conditions by bringing people and resources together to effect long-lasting changes that improve lives.
LIVE UNITED
Dear Friends,
Welcome to our Annual Report!
2014 was truly a year of transition for our United Way of York County. In January, Barb Wentworth quickly settled in to her new role as President & CEO and went right to work!
As Charles mentioned, 2014 was a year of change and high activity at United Way of York County. Thanks to all of you – donors, community partners, supporters, staff and volunteers – we accomplished much throughout the year.
The updated Strategic Plan was adopted by the Board and it is providing an effective road map for our activities. Key to the new plan will be continuing the good work underway ensuring our children have early educational success, developing Charles Petersen solutions to hunger for vulnerable United Way of York County populations, keeping our young people 2014 Board Chair engaged as they approach adulthood and supporting community members with supportive services. A thriving community campaign, compelling communications, increased relationships with donors and continued operational excellence were all hallmarks of a very busy and successful 2014. Looking forward, staff, the Board, and our many volunteers are busy implementing the new Strategic Plan and continuing to lead York County forward. Thank you for your interest in and support of our United Way. Together we can continue to make a difference; together we will realize the goal of a strong, healthy York County supported by people caring for one another.
In 2014, we served as a Service Enterprise pilot site – one of just 16 in the country – and worked with 6 local organizations on pursuing this mark of nonprofit volunteer management excellence. Our new Employee Volunteer Engagement Council provided a platform for our business partners to engage in strategic service projects to improve the lives of local residents. In addition, we instituted our Live United 365 Barb Wentworth Small Business Circle, shining a light on the important role of United Way of York County small York County businesses in sustaining our economy and President & CEO sharing their support for United Way of York County. On the staff side, we welcomed Lora Kline as our Director of Strategic Impact and Shirley Sergent, AmeriCorps VISTA, and said goodbye to Meaghan Arzberger, our Manager of Youth & Volunteer Engagement. These transitions allowed us to build on the strengths of the past and to look ahead to new collaborative responses to emerging needs. The power of volunteers is evident and for that we are extremely thankful. Skilled volunteers led our organization with foresight and commitment. Business and community volunteers of all ages heeded the call for service in many ways – our annual Day of Caring, Tools for Schools drive, Volunteer Reader Project, Keep York County Warm weatherization work and so much more. Thank you for your support and commitment to United Way and our York County community.
Charles M. Petersen, Chair, Board of Directors
UNITED WAY OF YORK COUNTY AT WORK IN THE COMMUNITY ANNUAL REPORT TO THE COMMUNITY 2014
ASSESS NEEDS
DEVELOP STRATEGIES
Barb Wentworth, President & CEO
INVEST RESOURCES
CREATE LONG-LASTING CHANGE
IMPROVE LIVES
STRENGTHEN COMMUNITY
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WE STRIVE
Strategic Plan 2014-2020 BRIGHT BEGINNINGS All York County children, from birth through age 8, have the best start for lifelong learning and success.
HEALTHY FOODS
BB
Focus Areas: • Increase the quantity of quality child care • Promote improved childhood nutrition for learning, health and school success • Promote early literacy for later reading and school success • Promote elementary school attendance for later school success • Develop advocates for our early childhood work
The nutrition of all children and seniors in York County is improved through healthy food and improved eating habits. Focus Areas:
• Promote improved childhood nutrition for learning, health and school success • Promote improved nutrition for seniors to maintain health and independence • Develop an advocacy strategy focused on hunger prevention and nutrition
OPERATIONAL SUCCESS
CONNECTED YOUTH All youth in York County are valued by and contribute to the well-being of the community through service and philanthropy.
CY
Focus Areas: • Increase the number of youth involved in their community • Increase the number of meaningful volunteer opportunities for youth across York County • Promote youth service and philanthropy as a path to leadership and civic responsibility
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HF
SUPPORTIVE SERVICES Invest in services that support strategic priorities. Focus Areas:
SS
• Invest in programs that strengthen families • Invest in programs that meet basic needs • Invest in opportunities that build the capacity of nonprofits
United Way of York County achieves its mission through efficient operations, fundraising success, compelling messages, and the significant engagement of volunteers. Focus Areas:
OS
• Ensure fiscal responsibility and cost effective operations • Execute a successful fundraising campaign which increases knowledge, engagement and giving • Promote and highlight United Way of York County through a multi-media strategy • Recruit, maintain and provide high quality support to volunteers, providing opportunities to leverage their skills for maximum community impact
GREAT THINGS HAPPEN WHEN WE LIVE UNITED
WE SERVE Day of Caring The annual Day of Caring is the community’s single largest volunteer effort, with volunteers completing nearly 100 projects for local nonprofit organizations and the people they serve.
In 2014 954 Volunteers 89 Projects 5,724 volunteer hours $114,652 value of volunteer time $6,897 value of donated goods $9,450 value of sponsorships $3,000 Volunteer Generation Fund $133,999= Total Value of the Day!
Spirit of Service The York County Spirit of Service Award annually recognizes someone who makes a difference by giving their time and talents through volunteerism. Each year United Way of York County reaches out to the community for nominations for both youth and adult Spirit of Service awards.
The York County Spirit of Service Award is sponsored by United Way of York County and Kennebunk Savings. The Kennebunk Savings Bank Foundation contributes $500 to the award winner’s nonprofit or charitable organization of choice.
Service Enterprise Nonprofits that effectively leverage the skills and talents of community members for their core operations are known as “Service Enterprises.” United Way of York County in partnership with the Maine Commission for Community Service was selected by Points of Light, the world’s leading volunteer organization, to serve as a national pilot site for the Service Enterprise Initiative. The goal of the initiative was to assist local nonprofit organizations to effectively engage community members as volunteers and to leverage their skills
2014 Youth Spirit Award Recipient is Porter Washington of Saco
ANNUAL REPORT TO THE COMMUNITY 2014
2014 Spirit of Service Award Recipient is Amy Roy of Kennebunk
across all levels of the organization. This allows the organization to meet its mission more effectively and to address community needs. In 2014, United Way of York County worked with local nonprofits including Sweetser, Caring Unlimited Inc., Community Bicycle Center, Ethel’s Tree of Life, and Heart of Biddeford on the Service Enterprise initiative. By year’s end the Community Bicycle Center and Sweetser were on the national map as Service Enterprises. United Way of York County will pursue certification in 2015 and host a 2nd cohort.
Pictured right: Receiving their Service Enterprise Certificates in September 2014 (L-R): Carl Pendleton, Sweetser, Bronwyn Potthoff, Community Bicycle Center, Andy Greif, Community Bicycle Center, Andrew Burnell, Community Bicycle Center with UW Staff Meaghan Arzberger, Manager of Volunteer Engagement
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WE COLLABORATE
Local, state, and national Volunteer Center The volunteer center at United Way of York County connects people to service opportunities, benefiting individuals and nonprofits across the county. United Way of York County has 95 committee members who volunteered 1,130 hours valued at $22,713.
• 20 Homes were weatherized by • 77 Volunteers who gave • 595 hours of service valued at $11,959
2-1-1 Maine was developed in collaboration with the 10 United Ways of Maine, The Opportunity Alliance, and the State of Maine. 2-1-1 Maine connects callers to trained call specialists who can help 24 hours a day, 7 days a week, 365 days a year.
FamilyWize
Meeting Needs: 2014 Top 10 Call by Categories from York County to 2-1-1 Maine
Utilities Assistance Heating Assistance
6%
5%
5%
Health Care
15%
Food
6% 14% 11% 12% 12%
Mental Health Services
Legal Services Financial Asst - Rent Transportation
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Across the country, United Ways partner with FamilyWize to offer an important free prescription discount card program to assist many with the cost of medications. Since FamilyWize began in 2005, this free prescription assistance program has helped over 4.5 million people save money on their prescription medications.
Housing/Shelter
Substance Abuse Services 14%
Keep York County Warm! brings together teams of community volunteers to help sponsor and install storm windows and weatherization materials for limited-income, elderly and disabled homeowners. United Way of York County and Habitat for Humanity York County partner every spring and fall to help more residents save on energy costs for years to come. In 2014:
2-1-1 Maine
3,935 total calls in the following categories
Keep York County Warm!
2014 Prescription related savings: • Nationally $178 million • Statewide $910,343 • York County $124,563 • Average amount saved by individual $41 GREAT THINGS HAPPEN WHEN WE LIVE UNITED
WE IMPACT MORE THAN 1,200 STUDENTS RECEIVED NEARLY IN SCHOOL SUPPLIES.
$60,000
United Way Volunteer Reader Project In 2014, United Way of York County was fortunate to have an AmeriCorps VISTA* member, Shirley Sergent, serve as lead on the Volunteer Reader project. As a result, the project expanded to serve a total of six sites, with more than 25 United Way Readers active throughout the year. Research on best practices in other programs and York County schools informed our project.
Tools for Schools
* Supported by a grant to the Maine Commission for Community service from the Corporation for National & Community Service
Tools for Schools is a school supply drive that ensures York County children have the tools they need to succeed in school. In 2014 more than 1,200 children received nearly $60,000 in school supplies. 63 volunteers gave a total of 189 hours to make the school supply drive a great success.
37%
Only of fourth grade children in Maine can read at grade level...and reading at grade level is the leading indicator of school success and high school graduation. ANNUAL REPORT TO THE COMMUNITY 2014
Literacy Kits for Kids United Way of York County partners with Regional School Unit 21 on the Literacy for ME initiative, focusing on family literacy with the goal of improving student learning outcomes. In 2014 nearly 200 children entering kindergarten received literacy kits sponsored by United Way of York County and Kennebunk Savings Bank as part of an employee volunteer engagement project. Each kit included: a book, magnetic letters and a dry erase board, literacy games and flashcards. Students use these kits to practice their new skills. 7
WE APPRECIATE TOCQUEVILLE: $10,000 & ABOVE Robert Bauman Family Foundation Don & Barbara Boutin
PLATINUM: $5,000-$9,999 Mrs. Cornelia Kittredge Jack & Sally McGarry
GOLD: $3,000-$4,999
David Greene & Barbara Bealer Steven & Kari Byrne Mr. Kelts C. Gordon David & Rosemarie Hines
SILVER: $2,000-$2,999
Bob & Patsy Aprile Dennis & Becky Byrd Mr. & Mrs. Donald Dube David & Alice Eagleson Jim Fitzgerald & Betsy Ames-Fitzgerald Steven & Linda Hanna George & Mariette Lambert Tim Hussey & Marcia Landry Chris & Roz Magnuson Ken & Beth Marass Martha & David Moravick
BRONZE: $1,500-$1,999
Linda Bishop Blaine Boudreau Chet & Susan Bradbury Bob & Jane Card Mr. Robert Couture Mr. Mark W. Cressey John & Danelle Daley Mal & Michele Davis Dennis & Pam Eagleson Mr. Thomas W. Fenderson, Jr. Mr. Richard N. Fournier Susan & Leon Hadiaris Sara E. Havard Ms. Cindy Hilton
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John & Brenda Johnson Judy & Tony King
Bradford & Jennifer Paige Erik & Mary Jo Van Der Kaay Drs. Gregory A. Leach & Mary M. O’Hare Deborah & Charles Petersen Ann Spaulding Anonymous (3) Mr. & Mrs. Allen Morgan, Jr. Mr. Richard J. Nelson Ms. Lori Ann Nemeth Mr. Michael A. Papp Mr. James C. Poirier H. Van Richard Christopher Robinson Bob & Nance Sullivan Mr. & Mrs. Michael & Debra Taylor Mr. Jeffrey M. Wittman Paul & Judy Wolf Anonymous (2) Laurie & Jud Knox Ms. Mary Susan Leahy Vicki F. Lyons Mr. Kevin B. McDonnell Gary & Tina Merrill Michael & Susan Mesick Mark Mickeriz Doug & Mary Nelson Ms. Deborah A. Palmer Ann Patterson Ms. Lisa D. Philbrick Barb & Roger Wentworth Anonymous (4)
Our Leaders’ Circle Members - those who contribute $1,000 or more annually - play an integral role in our ability to make a positive, lasting change in people’s lives. On behalf of everyone who will benefit from your generosity, the United Way of York County thanks YOU! PEWTER: $1,000-$1,499
Maryanna Arsenault Eric & Meaghan Arzberger Clifford & Anne Babkirk Richard Barnes Ruth & Steve Barrett Mr. Kevin Bartlett Amanda & Colin Batson Robert & Lois Baylis Debbi Behrens Norman D. Belair Lorraine & Clayton Boston Kerry & Deborah Briggs John D. Bubier Dr. & Mrs. Donald R. Burgess Donna J. Cady Pat Camire, RN John & Ellen Carpenter Alan & Cary Cartwright Mr. James R. Chadbourne Jeffery & Bradbury Chadbourne Ms. Deborah Chipperfield Linda S. Chisholm Patricia A. Clark Mr. Timothy R. Corbeil Dennis & Francine Cram John M. & Nancy C. Cummings Patti & Dave Derro Alie & Bob DiCarlo
Leo & Rosemary Dionne Mr. Thomas F. Dobens Ms. Molly Donovan Mr. Daniel L. Dubois Mr. Frank S. Duggan Mr. James W. Dupre Ms. Barbara T. Edmond Mr. James T. Eickmann Helen & Marc Fournier Jeffrey R. Frank Mrs. Susan Gagnon Gould Family Fund Ms. Katrina R. Gray Mr. David R. Ham Mr. & Mrs. David L. Hardwick Ms. Ann E. Hebert Scott & Linda Hildebrand Elliott Hollis Lynn C. Howe David & DeDe Jagger Terri Jalbert & Tim Donahue Steve & Kendra Keegan Mr. Richard P. LaChance Mr. Richard MacDonald Ed & Shirley McGeachey Ms. Suzanne Menard Deborah Morton Martha A. Muldoon
Mr. Max D. Pelkey Donna & Stephen Pelletier Mr. & Mrs. Gary J. Perschy Dodie & Brian Phillips Karen Pierce-Stewart Mr. & Mrs. Richard Pope Tammy L. Powell Mr. David H. Randle Mark & Jennifer Ring Mrs. Wanda L. Roberts Frederick & Cushing Samp Kevin & Kathryn Savage Bill & Carolyn Southwick Peg & Dan Stansfield Sharon A. Staz Betsy T. Stevens Mr. Brandan J. Sughrue Charles & Karen Sumner Robert W. & Victoria Swerdlow Cynthia Talbot Geoffrey & Rachel Titherington Nicole Trufant Dennis Twomey Eliza & Dean Webster Marjorie Wiggins, RN Anonymous (40)
If United Way is one of your most important charitable causes, you can make it part of your legacy. When you remember United Way of York County in your will, you leave a lasting legacy to your values as you help continue our work far into the future. GREAT THINGS HAPPEN WHEN WE LIVE UNITED
WE APPRECIATE Campaign Cabinet
Chair, Dave Derro, Pratt & Whitney John Carpenter, Development Counsel Patsy Aprile, Southern Maine Health Care Maryanna Arsenault, Community Volunteer Jennifer Johnson, Kennebunk Savings Karen Pierce-Stewart, Cancer Care Center
Community Review Team
Michelle Boucher, Unum Laurie Cluff, TD Bank Daniel Eagleson, Baker Company Jim Fitzgerald, Coldwell Residential Brokerage Angela Giordano, Sexual Assault Response Services of Southern ME Jon Hussey, Hussey Seating Company Jennifer Johnson, Kennebunk Savings Bank Martha Muldoon, Strategic Marketing & Communication Scott Taggersell, Community Volunteer Melanie Nunan, Gorham Savings Bank
Day of Caring Committee
Co-Chair, Andrew Lederer, Kennebunk Savings Co-Chair, Gina Mosher, Southern Maine Health Care Joyce Boucher, Unum Jennifer Bridges, Unum Nicole Dube, Eastern Mechanical Doug Ellis, Community Volunteer Jeff Fowler, Community Volunteer Stephanie Gildart, Kennebunk Savings Cari Giroux, Unum
Floyd Howes, Wood Structures Tabetha Leach, Community Volunteer Bonnie Leslie, Waban Projects David Moravick, Community Volunteer David Mount, Community Volunteer Ellen Murphy, Unum Richard Parsons, Community Volunteer Lisa Randall, Kennebunk Savings Bryanna Thibault, Kennebunk Savings
Internal Volunteers
Eligibility Workgroup
Chair, Cheryl Walker, Community Volunteer MaryLou Beaver, Every Child Matters Pam Belisle, Parent Resource Center Roycean Garnett, York County Community Action Tracee Golet, Southern Maine Health Care Shilo Goodhue, Child Development Service Bill Hager, Child Care Services of York County Charley LaFlamme, Community Volunteer Wendy LeBright, Kennebunk Savings Leah Paltanawick, Kids Free to Grow Jennifer Quimby, York County Community Action Suzanne Roux, Kennebunk Savings Ro-Jean Straw, York County Community College Todd Winship, St. Louis Child Development Center
Chair, David Hines, H.M. Payson Doug Ellis, Community Volunteer Cindy Ferrick, Anthem Stuart Flavin, Community Volunteer Wendy LeBright, Kennebunk Savings Ken Murray, Community Volunteer
Finance Committee
Chair, Michael Brigham, ImmuCell Ann Peterson, Community Volunteer Leanna Fleming, NH Institute of Art Emily Gajewski, Biddeford Savings Beth Madore, University of New England Nicole Trufant, University of New England Paul Wainman, Community Volunteer
Human Resources Workgroup
Patti Derro, Community Volunteer Doug Ellis, Community Volunteer Jeff Fowler, Community Volunteer Ken Murray, Community Volunteer Peg Nelson, Community Volunteer Laurel Russell, Community Volunteer
York County Early Childhood Coalition
Chair, Nicole Trufant, University of New England Steve Howe, Pratt & Whitney Peg Stansfield, Kennebunk Savings Brad Paige, Kennebunk Savings Diane Tousignant, Saco & Biddeford Savings Institution
Honoring our Volunteers The Elise Kittredge Award is given in recognition of a person, or persons, who through the exceptional contribution of time, talent and/or financial resources to United Way of York County has helped our organization improve the quality of life for the people of York County in a vital and enduring way. Pictured is 2014 Elise Kittredge Award recipient, Linda Bishop.
ANNUAL REPORT TO THE COMMUNITY 2014
2014 United Way Board of Directors: Chair, Charles Petersen Biddeford Savings Vice Chair, Patsy Aprile Southern Maine Health Care Treasurer, Michael Brigham Immucell Secretary, Dave Derro Pratt & Whitney Ethics Officer, Brad Paige Kennebunk Savings Bank Immediate Past Chair, Don Boutin Unum Jon Carter Town of Wells John Carpenter Development Counsel David Eagleson The Baker Company Sue Hadiaris Southern Maine Health Care Jon Hussey Hussey Seating Company Jim Fitzgerald Coldwell Residential Brokerage Martha Muldoon Strategic Marketing & Communications Andy Orazio Sanford-Springvale YMCA Jeremy Ray Biddeford School Department Chris Robinson Hussey Seating Company Nicole Trufant University of New England
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WE THANK
2014 CAMPAIGN AWARD RECIPIENTS INDIVIDUAL
LOANED EXECUTIVES
TOP 10 CORPORATE AND EMPLOYEE CAMPAIGNS
CD Armstrong, Deering Lumber Michele Carll, Pratt & Whitney Missy Nadeau & Kim Lachance, Southern Maine Health Care Sheryl Rothstein, Hussey Seating Company Steve Connolly, MSAD 60 Terri Jalbert, Saco & Biddeford Savings Institution
Pratt & Whitney Kennebunk Savings Hussey Seating Company Hannaford Southern Maine Health Care Saco & Biddeford Savings Institution The Baker Company Corning Inc. Evonik Industries Wasco
BUSINESS
2014 COMMUNITY CAMPAIGN STATS
Biddeford Savings Fiber Materials Hannaford Kennebunk Savings Saco & Biddeford Savings Institution Sanford Institution for Savings
Over $1.28 million raised 190 organizations raised dollars through workplace campaigns Over 3,470 individual donors Over 190 leadership donors
Meggan Wilson, sponsored by Kennbunk Savings, Pratt & Whitney, Saco & Biddeford Savings Institution, Sanford Institution for Savings Arynne Saunders, lent by Unum Kim Crook, sponsored by Southern Maine Health Care, York Hospital Kristen Carll, lent by Hannaford
The Live United 365 Small Business Circle (SBC) An effort started in 2014, to make philanthropy easier and more rewarding for small businesses in York County. For an annual direct or in-kind gift of at least $100, small business become members of the Live United 365 SBC. Those with gifts over $1,000 are recognized at the Small Business Circle Leadership level. In its first year the circle acquired more than 70 members!
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Loaned Executives coordinated more than 165 presentations in York County! GREAT THINGS HAPPEN WHEN WE LIVE UNITED
WE ARE UNITED WAY STAFF
Campaign Dollars raised in York County in 2013:
Barb Wentworth, President & CEO
$1,238,000
Lora Kline, Director of Strategic Impact Vicki Swerdlow, Director of Administrative Operations Cindy Richards, Senior Manager of Communications & Development Lauren Anderson, Manager of Resource Development
Allowing us to give back to the community:
Meaghan Arzberger, Manager of Youth & Volunteer Engagement Lindsay Copeland, 2-1-1 Maine Resource Coordinator
$3,351,000
Ellen Mokler, Administrative Assistant Shirley Sergent, AmeriCorps VISTA & Volunteer Reader Project Coordinator
$1 = $2.71
n Campaign $1,046,788 n Grants & sponsorships $305,399 n Other Income $19,385
How the money was spent
**
THE MULTIPLIER EFFECT When you give to United Way of York County:
How the money was raised
n Designations $139,942
*
Organizations eligible for United Way of York County program investments may also participate in federal and state combined campaigns through the United Way of York County federation. United Way of York County does not charge membership dues and/or service charges to those organizations who participate as members.
Community Impact Highlights:
**
**
Coordinated over $1,162,000 worth of volunteer work in York County Obtained $100,000 worth of donated supplies and professional volunteer services Donated $148,000 to non-profit organizations, as designated by contributors Granted $648,000 to 65 local Education, Income and Health programs Enabled organizations to leverage over $1,004,000 in additional grants and resources using UWYC's initial investment Raised $111,000 in grants and sponsorships to invest in Education, Income and Health initiatives Saved our community $164,000 in health and medical costs through FamilyWize Provided free trainings to non-profits valued at $14,000
n Program investments $630,000 n Grant-funded work $308,142
STRENGTHENING COMMUNITY EFFECTING LONG-LASTING CHANGE IMPROVING LIVES
n Community impact & volunteer center $250,972 n Fundraising & administration $225,650
ANNUAL REPORT TO THE COMMUNITY 2014
* audited
** estimated
To learn more about our financials, see our Form 990s at www.buildcommunity.org
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