2014 united way annual report
DESCRIPTION
ÂTRANSCRIPT
WE’RE DOING WHAT WORKSUnited Way of dane CoUnty 2014 ANNuAl REpORT
At United Way of Dane County, we’re uniting people to address our community’s
toughest issues, create measureable results, change lives, and strengthen Dane County.
Ten years ago that was an aspirational mission. But in 2014 we have results that show
how we’re changing Dane County and improving the common good. We’re delighted
to share these results with you in this report.
2014 was a record-breaking year and an innovative year. We had a record campaign
of $19.6 million. We revised the Agenda for Change, adding “More people are on
pathways out of poverty,” and created a Delegation to Create Economic Stability for
Young Families that will operationalize this new vision later in 2015. We also received
a generous $1 million gift to create an employment game-changer in recruiting, hiring,
onboarding, and retention of people living in poverty, and to reduce our racial disparities.
Our HealthConnect program inspired headlines across the United States on our unique
collaboration to provide very low-income people with premium assistance to purchase
health insurance.
In this 2014 Annual Report, you can read more about the results we achieved and the
inspiring donors and volunteers who made this progress possible.
We would not be able to achieve this work without the leadership of the volunteers
on our Board of Directors, Vision Council, and the Community Solutions Teams,
Capacity Building Teams, Campaign Cabinet, Leadership Giving, Marketing, Personnel,
Nominating/Governance, Finance/Audit, Strategic Campaign Issues, and Labor
Participation Committees who offer their talent and thought leadership.
Thank you for helping us do more.
DEAR fRIEND,
Leslie Ann Howard President & CEO
Nick Meriggioli 2014 Board of Directors Chair
WE’RE DOING WHAT WORKS
CONTENTSWhat We Do . . . . . . . . . . . . . . .2
How We Do It . . . . . . . . . . . . . . 3
Who We Are . . . . . . . . . . . . . . . 4
Our Goals + Progress . . . . . . .6
Statement of Financial Position . . . . . . . . . . . . . . . . . 18
Statement of Financial Activity . . . . . . . . . . . . . . . . . 19
Board of Directors . . . . . . . . .20
Foundation Board of Trustees . . . . . . . . . 21
1
“We’re part of a united force, working towards the common good. The destiny of one member
in our community is the destiny of all. This shared future ties us
together. That is why we work together to improve the human
condition. That’s why we are here.”
Leslie Ann Howard
WHAT WE DO
Racial, Ethnic and Gender Disparities
Generational Poverty
Poor Behavioral and Physical Health
Unintended Consequences of Public Policy
Systemic Economic Changes
Inadequate Education
ROOT CAUSES OF OURCOMMUNITY’S TOUGHEST ISSUES
Children are cared for and have fun as they become prepared for school
Students succeed and graduate from high school regardless of race
More people are on pathways out
of poverty
There is a decrease in family
homelessness
OUR COMMUNITY’S
AGENDAFOR CHANGE
Health issues identified and treated early
Seniors and people with disabilities are able to stay in their homes
HEALTH
INCOME
EDUCATION
We strive to address the root causes of Dane County’s
toughest issues through the work of our Agenda for Change
in the areas of Education, Income, and Health.
2
HOW WE DO ITWe engage our community, use data, research and best practices,
mobilize volunteers and build the capacities of local partners
to achieve measurable results and change lives.
LOCAL EFFECTIVE
COLLABORATIVE
Independent & autonomous
Local volunteers andBoard of Directors
Community’s firstpoint of contact to give or get help 2-1-1
Makes the greatest impact where it is needed most
Most efficient use of funds (86%+ of donations invested directly in Agenda for Change)
Charity Navigator 4 star rating
We bring the community together to address its largest local issues by leveraging our relationships with the for-profit, government,
and non-profit sectors.
3
uNITED WE CHANGE lIvES AND STRENGTHEN OuR COmmuNITy
“ As a United Way board member, I know the time I invest makes a direct impact on my community. The work of the board in shaping the research-backed strategies of the Agenda for Change allows us each to use our individual skills and expertise to transform lives in Dane County.”
Ryan BehlingWealth Management Advisor, Merrill Lynch
and United Way VolunteervOlu
NTEE
RS
4
“ It’s impressive to see the amount of volunteering in the Agenda for Change. Together, our volunteers provided 496,404 hours to address our community’s toughest issues. Now that’s teamwork!”
Deirdre MorganDeputy Secretary, Wisconsin Department of Corrections
and United Way Volunteer
“ United Way reaches more people than I could possibly do on my own. I know United Way is doing all the research necessary and doing what works in the places that are needed most.”
Claudio DiazChief Human Capital Officer, Wipfli LLP
and United Way Donor
DONORS
5
“ I feel good about donating to United Way. I feel a part of a community that cares, and I know that my contribution joins the donations of over 32,000 people to create change.”
Mayra MedranoAccount Representative, Madison Gas and Electric Company
and United Way Donor
OuR GOAlEDuCATION Children are cared for and have fun as they become prepared for school
The academic achievement gap starts early—40% of incoming kindergarteners
in Dane County are not prepared for school—and those gaps can continue
for the rest of a child’s academic career. United Way works to ensure that
all children start school with developmentally appropriate skills to start
on the path to academic success, so that by 2020, 80% of our 4-year olds
will be at age-expected development and ready to begin school.
6
OuR pROGRESS• 86% of children who received home visitation through the Parent-Child Home program
are developmentally ready for kindergarten.
• 2,459 children and adults participated in United Way Play and Learn sessions, teaching
parents how to be their child’s first teacher.
• 2,968 children were screened using the Ages and Stages Questionnaire, a tool that helps
parents understand their child’s developmental progress.
• 1,000 books and community resources were distributed to families of newborns
through area hospitals.
7
OuR GOAlEDuCATION Students succeed academically and graduate from high school regardless of race
In Madison, 1 in 3 students of color do not graduate on time with their peers.
United Way works for a community in which students of all backgrounds can
thrive academically, from reading proficiently by 4th grade, to passing algebra
by 10th grade, to high school graduation. Today’s students will become
the next generation of an educated, high achieving workforce, making
our community stronger.
8
OuR pROGRESS• Madison’s elementary students tutored through Schools of Hope showed 19% higher
reading scores than a matched comparison group.
• 75% of the 250 K–5th grade students who participated in the new Read Up! pilot program
maintained or increased their reading levels over the summer. The pilot served students
who typically experience the “summer slide”—a decrease in reading levels that occurs
when school is not in session.
• 4,257 students were tutored in elementary, middle, and high school.
• 4,412 children participated in programming at neighborhood centers that support
homework completion, parental involvement in education, and improvement
in social skills to help children succeed in life.
9
OuR GOAlINCOmE More people are on pathways out of poverty
For every 100 renter households in poverty, there are only 21 affordable rental units
in Dane County, leaving over 18,000 families unable to find affordable housing.
An additional 21,000 adults in Dane County do not have a high school diploma,
making it difficult for them to find and retain family-sustaining jobs. United Way
employs a multigenerational approach that combines early childhood education,
housing, job training and employment so more Dane County families can achieve
stability and success.
10
OuR pROGRESS• 110 adults found employment after participating in the HIRE Education Employment Initiative.
• $1 million was raised for the HIRE initiative, which will stabilize 240 families over three years.
• 95.3% of participants in our Journey Home program remain out of prison two years
after release.
• 1,307 returning prisoners have received one-on-one assistance with residency, employment,
support, and treatment since 2006.
• 473 Journey Home participants found employment earning between $7.25 and $20 an hour.
11
OuR GOAlINCOmE There is a decrease in family homelessness
976 school-age children in Dane County slept in emergency shelter last year.
In fact, families with children make up nearly half of the people using shelter.
We work to prevent families from becoming homeless, so they can maintain
the stability they need to succeed in school, work and life. A stably-housed
community is a safer community, which is why we aim to decrease
family homelessness by 50% by 2015.
12
OuR pROGRESS• To date, Housing First has ended homelessness for more than 900 families with children.
• 2,300 families avoided eviction with case management.
• 688 low-income families participated in financial coaching and education.
• 158,141 families received food through food pantries, allowing more of their budgets
to go toward housing.
13
OuR GOAlHEAlTH People’s health issues are identified and treated early
1 in 4 students in Dane County have experienced a traumatic event by age 16.
Left unaddressed, the effects of trauma can impede a student’s academic
performance and opportunities for future success. By identifying and
treating behavioral health issues early, we can remove these barriers that
interfere with a student’s ability to learn, to achieve our goal of increasing
Dane County’s high school graduation rate to 95% by 2020.
14
OuR pROGRESS• 850 low-income Dane County residents obtained health insurance from the
Health Insurance Marketplace with premium payment assistance provided by
United Way’s HealthConnect program.
• 2,750 sixth graders were screened for behavioral health issues that interfere
with their learning in 2014.
• 600 K-12 students participated in FACE-Kids groups to address behavioral health
and social/emotional learning issues.
15
OuR GOAlHEAlTH Seniors and people with disabilities are able to stay in their homes
As the population of older adults in Dane County increases, they face a unique
set of health challenges, such as increased risk for Adverse Drug Events and falls.
Last year, 1,590 seniors visited Dane County emergency rooms for treatment of an
Adverse Drug Event. United Way works to provide resources and education through
medication reviews, home safety evaluations, and falls prevention classes to
ensure seniors can remain safely at home and enjoy an increased quality of life.
16
OuR pROGRESS• Dane County hospitalizations and emergency room visits resulting from adverse
drug events and falls among adults aged 65 and older decreased by 11%
between 2010 and 2012.
• 200 low income seniors received comprehensive medication reviews from local
pharmacists to assess and reduce their risk of Adverse Drug Events.
• 256 seniors received in-home assessments for the risk of falls.
• 620 seniors participated in evidence-based falls prevention programs.
17
uNITED WAy Of DANE COuNTy STATEmENT Of fINANCIAl pOSITION *
Assets 2014 2013
Cash and investments Receivables Pledges Accrued interest and other receivables Prepaid expenses Land, building and equipment, net of depreciation Beneficial interest in assets held by others
$8,502,041
11,118,087771,387136,231
2,552,368913,743
$7,859,436
10,104,7981,111,804
125,4272,600,445
916,212
Total assets $23,993,857 $22,718,122
Liabilities and Net AssetsLiabilities
Accounts payable Allocations & designations payable Accrued salary & vacation
$91,5823,641,691
284,416
$98,1403,458,170
251,321
Total liabilities $4,017,689 $3,807,631
Net Assets
Unrestricted net assets Temporarily restricted—campaign pledges & other
$4,685,87015,290,298
$4,856,46314,054,028
Total net assets $19,976,168 $18,910,491
Total liabilities and net assets $23,993,857 $22,718,122
yOuR DOllARS AT WORK
uNITED WAy Of DANE COuNTy fOuNDATION STATEmENT Of fINANCIAl pOSITION*
Assets 2014 2013
Investments BMO Wealth Management Interest Receivable/Prepaid Expenses Beneficial Interest in Annuity Property/Artwork
$7,745,12320,80823,06366,110
$7,465,71220,43523,06366,110
Total assets $7,855,104 $7,575,320
Liabilities and Fund BalancesLiabilities
Gift Annuity Payable Accounts Payable
$20,75623,880
$20,75638,232
Total liabilities $44,636 $58,988
Net Assets
Unrestricted Board Designated Temporarily Restricted Permanently Restricted
$626,8106,016,771
727,327439,560
$581,9405,652,215
842,617439,560
Total net assets $7,810,468 $7,516,332
Total liabilities and net assets $7,855,104 $7,575,320
*Data current as of December 31, 2014 and December 31, 2013. 2014 Subject to Audit
18
uNITED WAy Of DANE COuNTy STATEmENT Of fINANCIAl ACTIvITIES*
Public Support and Revenue 2014 2014 2014
Gross Campaign Results ( Fall of 2013/2014) Less: Donor designated pledges to federated organizations
$19,552,573(1,629,396)
$19,552,573(1,629,396)
Local Campaign Results ( Fall of 2013/2014) Less: Donor designated pledges to specific agencies Less: Allowance for unpaid pledges
$17,923,177(4,051,937)
(260,536)
$17,923,177(4,051,937)
(260,536)
Net undesignated campaign revenue (Fall of 2013/2014) $13,610,704 $13,610,704
Gross Campaign Results (Fall of 2014) Less: Donor designated pledges to specific agencies Less: Allowance for unpaid pledges
$17,311,043(3,593,598)
(489,794)
$17,311,043(3,593,598)
(489,794)
Net undesignated campaign revenue (Fall of 2014) Prior year undesignated contributions released from restrictions Other Contributions and Grants $1,890,267
$13,227,651(12,915,114)
923,733
$13,227,651(12,915,114)
2,814,000
Total Public Support $1,236,270 $3,126,537
Donor designation fees Sponsored Activities, Events and Other Revenue
350,074160,462
$350,074$160,462
Total Public Support and Revenue $16,011,507 $17,247,777
ExpensesProgram Services
Total Program Funds Awarded/Distributed/Invested (Less: Donor Designations)**
$18,223,111(5,074,371)
$18,223,111(5,074,371)
Net Program Services $13,148,740 $13,148,740
Supporting Services
Resource Development (fundraising) Management and General
$2,062,729970,631
$2,062,729970,631
Total Supporting Services $3,033,360 $3,033,360
Community Programs and Supporting Services 16,182,100 16,182,100
Change in net assets Net assets, beginning of period
$(170,593)4,856,463
$1,236,21014,054,028
$1,065,67718,910,491
Net assets, end of period $4,685,870 $15,290,298 $19,976,168
TEMPoRARiLy UNRESTRiCTED RESTRiCTED ToTAL
*Data current as of December 31, 2014. Subject to Audit
** Donations designated to agencies are reduced by fundraising cost
19
20
BOARD Of DIRECTORSNick Meriggioli Chair Community Leader
Richard M. Lynch Vice Chair J.H. Findorff & Son Inc.
Dave Stark Secretary/Treasurer Stark Company Realtors
Darrell Bazzell UW-Madison
Ryan E. Behling Merrill Lynch
Anna Marie Burish UBS Financial Services
Dr. Jennifer Cheatham Madison Metropolitan School District
Dr. Tim Culver Sun Prairie Area School District
Dr. Jack Daniels III Madison College
Greg Dombrowski Johnson Bank
Dan Frazier US Bank
Henry Gaylord By Youth For Youth Representative
Enid Glenn WI Department of Workforce Development
Brenda Gonzalez Group Health Cooperative of South Central WI
Fritz Grutzner Brandgarten, Inc.
Kevin Gundlach South Central Federation of Labor
Mike Hamerlik WPS Health Insurance
Kevin Heppner Baker Tilly Virchow Krause, LLP
Leslie Ann Howard United Way of Dane County
Patricia Kampling Alliant Energy
Donna Katen-Bahensky UW Hospital & Clinics
Gretchen R. Lowe AFSCME Retirees Subchapter 52
Deirdre A. Morgan Wisconsin Department of Corrections
Michael L. Morgan Community Leader
Douglas S. Nelson BMO Harris Bank
Barbara Nichols Barbara Nichols Consulting
Rajesh Rajaraman Christensen Associates
Dan Rashke TASC
Susan Riseling UW-Madison Police Department
Anne E. Ross Foley & Lardner, LLP
Sam Rovit Oscar Mayer/Kraft Foods
Jack Salzwedel American Family Insurance
Kim M. Sponem Summit Credit Union
Doug Strub Meridian Group
Tim J. Sullivan SMART Local 565
Karen Timberlake UW Population Health Institute
Michael E. Victorson M3 Insurance
Gary Wolter Madison Gas and Electric Co.
AgENCy REPRESENTATiVES
Sharyl Kato The Rainbow Project, Inc.
Dora Zúñiga Big Brothers Big Sisters of Dane County
21
Madelyn Leopold Chair Retired, Boardman & Clark LLP
Jay Sekelsky Vice Chair Madison Investment Advisors
Mark Koehl Secretary/Treasurer Wipfli LLP
Darrell Bazzell UW-Madison
Darrell Behnke U.S. Bank
Holly Cremer Berkenstadt Community Leader
Jim Blanchard Community Leader
John Bolz Community Leader
Barbara Finley Morgan Stanley Smith Barney
Clayton Frink The Capital Times
Leslie Ann Howard ex officio United Way of Dane County
Sherri Kliczak Retired, National Guardian Life Insurance Co.
Norma Madsen Community Leader
Nick Meriggioli ex officio Community Leader
Jim Riordan Retired, WPS Health Insurance
Frederick Schwartz Sub-Zero Group, Inc.
Noble Wray Retired, Madison Police Department
John Zimdars The Zimdars Company, Inc.
HoNoRARy TRUSTEES
Don Anderson
Marv Conney
Jerry Hiegel
Jean Manchester
Dale Mathwich
Loren Mortenson
Thomas Ragatz
fOuNDATION BOARD Of TRuSTEES
2015 EvENTSAPRiL 22, 24–26
Global Youth Service Day
MAy 1 Community Volunteer Awards
JUNE 6 Berry Bash
JUNE 9
Loyal Contributor Party
JULy 9 Women’s Leadership Council Breakfast
AUgUST 18
Days of Caring Campaign Kickoff
NoVEMBER 19
Campaign Celebration
NoVEMBER 27–DECEMBER 11
Holiday Gift Drive for Teens
FEBRUARy 2016 Leadership Giving Breakfast
in 2015 we are launching our work to guide more families on
pathways out of poverty. All year long you will learn
how our work in employment, housing and early childhood combines
to create economic stability for young families.
unitedwaydanecounty.org
LET ME HEAR FRoM yoU!@LeslieAnnHoward/#doingwhatworks