Because it’s Personal, it's Local,it’s United Way of Chester County

LIVE UNITED2013-2014 Report to the Community

Education Financial Independence Health

Funding and Creating Solutions For

GREAT THINGSHAPPEN WHEN WELIVE UNITED

United Way's goal is to create long-lasting change by addressing the underlying causes of social problems that strengthen the lives of people and the community we serve, while addressing the immediate needs of individuals and families through various programs and services.

We bring together a vast network of serviceproviders, businesses, volunteers and

advocates to focus on the most important needs in our community in the areas of Education, Financial Independence and Health. We strive to help children and youth achieve school success, move people to self-sufficiency and assist people in overcoming obstacles to good health and independent living. By addressing the needs of individuals, and changing systems to help the community at large, we create opportunities for a good life for all.

We do this by assessing the most critical needs, reviewing and supporting effective strategies, building partnerships and mobilizing and leveraging resources, both human and financial. Why do we do this? Because change is local, and while Chester County is an amazing place to live and work, there are populations that do not have the same opportunities as others.

Thank you to all of you who make this work possible by Living United. Sincerely,

Claudia HellebushPresident & CEO

Al RundleChairman of the Board

2013-2014 Report to the Community - United Way of Chester County | 2

BOARD OF DIRECTORSChairman of the BoardAlfred G. Rundle ('15)Bentley Systems, Inc.

Board TreasurerCeleste Barr ('15)Clarus Consulting

Campaign ChairBrian Parsons ('16)Communications Test Design, Inc.

Impact Council ChairRobert Esty ('14)Health Care Consultant

DirectorsWill Anderson ('16)State Farm Insurance

Carolyn Beam ('15)Fulton Bank

Edwin A. Brownley, Jr. ('14)PAC Strapping Products, Inc.

Neil Bryant ('15)Carestream Health

Russell J. Campbell (’14)RJC Ventures, Inc.

Kathi Cozzone ('16)Chester County Commissioner

Stephen DiMarco ('15)Penn Oaks Golf Club

James P. Horgan ('15)Community Volunteer

Roger N. Huggins ('16)Gawthrop Greenwood

Charles D. Kochka (’16)Meridian Bank

William T. Monahan (’14)Community Volunteer

Timmy T. Nelson (’16)United Parcel Service

Joseph O’Brien (’14)Chester County Intermediate Unit

Michael Pietrafitta ('15)PECO

Steve Shihadeh ('14)Caradigm

John Silverthorn ('16)LifeScan

Peter J. Silvester, Jr. ('14)PAC Strapping Products, Inc.

David F. Zimmerman ('14)QVC, Inc.

STAFFClaudia HellebushPresident & CEO

Chris SaelloSenior Vice President

Terry KenworthyVice President,Community Investment

Karen D. BrownDirector, Finance

Stephanie A. MillerDirector, Operations

Patricia BeansAdministrator, Donor Services

Mary Anne FeeleyManager, Community Engagement

Barbara MancillManager, Agency andCommunity Relations

Kelli MartinoResource Development andCommunications Specialist

Toren PetersonManager, Business Relationships

Ellen StoltzfusCommunity Development Assistant

Betty TraverVolunteer Technical Advisor

Molly BelmontSocial Media Intern

FINANCIAL SUMMARYJuly 1, 2013 - June 30, 2014

$4,553,872 ($213,449)

$118,166$45,803

$162,325

$4,666,717

Total ContributionsProjected Losses in PledgesReceived from past campaignsIn Kind DonationsInvestment and Other Income

TOTAL REVENUE & SUPPORT

Community InvestmentsFundraisingManagement & General

TOTAL INVESTMENTS & EXPENSESCHANGE IN NET ASSETS

$3,924,410 $530,853

$133,541

$4,588,804 $77,913

GREAT THINGSHAPPEN WHEN WELIVE UNITED

United Way's goal is to create long-lasting change by addressing the underlying causes of social problems that strengthen the lives of people and the community we serve, while addressing the immediate needs of individuals and families through various programs and services.

We bring together a vast network of serviceproviders, businesses, volunteers and

advocates to focus on the most important needs in our community in the areas of Education, Financial Independence and Health. We strive to help children and youth achieve school success, move people to self-sufficiency and assist people in overcoming obstacles to good health and independent living. By addressing the needs of individuals, and changing systems to help the community at large, we create opportunities for a good life for all.

We do this by assessing the most critical needs, reviewing and supporting effective strategies, building partnerships and mobilizing and leveraging resources, both human and financial. Why do we do this? Because change is local, and while Chester County is an amazing place to live and work, there are populations that do not have the same opportunities as others.

Thank you to all of you who make this work possible by Living United. Sincerely,

Claudia HellebushPresident & CEO

Al RundleChairman of the Board

2013-2014 Report to the Community - United Way of Chester County | 2

BOARD OF DIRECTORSChairman of the BoardAlfred G. Rundle ('15)Bentley Systems, Inc.

Board TreasurerCeleste Barr ('15)Clarus Consulting

Campaign ChairBrian Parsons ('16)Communications Test Design, Inc.

Impact Council ChairRobert Esty ('14)Health Care Consultant

DirectorsWill Anderson ('16)State Farm Insurance

Carolyn Beam ('15)Fulton Bank

Edwin A. Brownley, Jr. ('14)PAC Strapping Products, Inc.

Neil Bryant ('15)Carestream Health

Russell J. Campbell (’14)RJC Ventures, Inc.

Kathi Cozzone ('16)Chester County Commissioner

Stephen DiMarco ('15)Penn Oaks Golf Club

James P. Horgan ('15)Community Volunteer

Roger N. Huggins ('16)Gawthrop Greenwood

Charles D. Kochka (’16)Meridian Bank

William T. Monahan (’14)Community Volunteer

Timmy T. Nelson (’16)United Parcel Service

Joseph O’Brien (’14)Chester County Intermediate Unit

Michael Pietrafitta ('15)PECO

Steve Shihadeh ('14)Caradigm

John Silverthorn ('16)LifeScan

Peter J. Silvester, Jr. ('14)PAC Strapping Products, Inc.

David F. Zimmerman ('14)QVC, Inc.

STAFFClaudia HellebushPresident & CEO

Chris SaelloSenior Vice President

Terry KenworthyVice President,Community Investment

Karen D. BrownDirector, Finance

Stephanie A. MillerDirector, Operations

Patricia BeansAdministrator, Donor Services

Mary Anne FeeleyManager, Community Engagement

Barbara MancillManager, Agency andCommunity Relations

Kelli MartinoResource Development andCommunications Specialist

Toren PetersonManager, Business Relationships

Ellen StoltzfusCommunity Development Assistant

Betty TraverVolunteer Technical Advisor

Molly BelmontSocial Media Intern

FINANCIAL SUMMARYJuly 1, 2013 - June 30, 2014

$4,553,872 ($213,449)

$118,166$45,803

$162,325

$4,666,717

Total ContributionsProjected Losses in PledgesReceived from past campaignsIn Kind DonationsInvestment and Other Income

TOTAL REVENUE & SUPPORT

Community InvestmentsFundraisingManagement & General

TOTAL INVESTMENTS & EXPENSESCHANGE IN NET ASSETS

$3,924,410 $530,853$133,541

$4,588,804 $77,913

2013-2014 Report to the Community - United Way of Chester County | 3

EDUCATION When at-risk children receive quality early learning experiences, they enter school more prepared and perform better, improving the likelihood that they will graduate from high school.

United Way Funded Programs Big Brothers Big Sisters SEPA : One-to-One MentoringBrandywine YMCA :Child Care Financial Assistance & Free Middle School After-School Enrichment Care Center Foundation : After School & Child CareCerebral Palsy Association of Chester County Inc. : Early InterventionBoy Scouts of America, Chester County Council : ScoutreachCommunity, Youth and Women's Alliance, Inc. (CYWA) : Coatesville Day Care CenterPhiladelphia Freedom Valley YMCA : Early Learning and Day Camp ProgramPhoenixville Area Children's Learning Center : Child Care Financial AssistanceThe Arc of Chester County :Autism Services & Early Intervention Classroom & Education AdvocacyWest Chester Area Day Care Center : Child Care Financial AssistanceWest Chester Area YMCA, Oscar Lasko Youth Program Center :Childcare Financial Assistance & PAL.YWCA Tri-County Area : Creative Play Child Care

Born Learning Trails In addition to funding critical early learning programs, after school programs for young people and youth mentoring programs, United Way now has 10 Born Learning Trails throughout Chester County making learning fun and easy for families and their children.

Proud Sponsor of the Cyber School ProgramAffordable early childhood education is a top priority for United Way. We are proud to support the Chester County Intermediate Unit’s innovative approach to reaching children and their parents in their homes through technology based teaching. This interactive educational tool is helping at-risk preschoolers who have multiple barriers to participating in traditional early learning programs and providing added value to parents by assisting with English language, technology, and parenting skills.

The Coatesville Youth Initiative (CYI) fosters collaboration among community residents, youth, area businesses, nonprofit and county agencies, youth-serving organizations, the Coatesville Area School District and other educational entities to enhance the knowledge and skills of our youth so that they may reach their fullest potential.

SCHOOL SUPPORT MEANS SCHOOL SUCCESSEmily is a school-age girl on the autism spectrum who joined a United Way of Chester County funded learning program at age 2 for kids just like her. She was unable to communicate verbally, had frequent tantrums, and had difficulty interacting in a positive way with her

During America Saves Week, United Way and the Financial Stability Partnership brought financial management education to seven Head Start locations, mobilizing United Way volunteers to read to children about money matters and distributing information packets reaching 600 families.

United Way is pleased to fund and partner with the CYI.

peers, family members and caregivers.

Emily now successfully communicates verbally and participates in group activities. She follows routines, seeks out peers for daily classroom play, and has demonstrated an ability to learn in all of her environments including in the classroom, at home, and out in the community. She is overall a very happy child.

Participation in the United Way funded program put Emily on track for school success with simple, developmentally appropriate instruction allowing her to fully engage in her classroom. The family as a whole has benefitted and her mother, teachers and caregivers celebrate her progress.

HEALTHShare the WarmthOur annual Share the Warmth home repair andwinterization program raised $66,480 during 2013-2014. This brings the number of family homes restored to safe, livable conditions to 385 over a 9 year period.

Code BlueThis effort was born during one of the coldest and most dangerous winters on record when United Way of Chester County was asked to step in and help address the safety of individuals and families in our community. Just over $22,000 was raised in 24 hours to ensure individuals experiencinghomelessness or who were without heat had a warm place to be during the harshest days and nights of the winter. 70 people were served with extended indoor shelter and warming station services, 50 individuals were provided warm weather wear, 9 individuals were provided with hotel/motel stays to keep them off the streets and 2 were served with rental assistance to avoid becoming homeless in the midst of the ice storm of 2014.

Chester County Long Term Recovery CommitteeAfter the First Responders and other disaster groups leave, there are often unanticipated needs that those affected face. In collaboration with the Chester County Emergency Services Department and other funders and service providers, United Way will help lead the effort to mitigate and solve the issues that occur in the aftermath of a disruption of normal living.

HAPPY, HEALTHY AND GRATEFULRon is a 58-year old man who came to a United Way of Chester County funded dental clinic after being diagnosed with throat cancer. Ron’s oncologist would not begin his chemotherapy until all of his dental work had been completed and he was infection free. An examination revealed extensive decay and periodontal disease requiring multiple extractions.

There are basic conditions that must be confronted to enable people to regain hope and achieve their full health potential . No one should be left out in the cold.

United Way Funded Programs Adult Care of Chester County, Inc. : Adult Day Care Services – Exton CenterAmerican Red Cross, SEPA : Emergency Services and Volunteers in ActionCerebral Palsy Association of Chester County Inc. : Adult ServicesChesPenn Health Services : Family Health Center at CoatesvilleChester County Community Dental Center : Comprehensive Dental CareChester County Health Department : Nurse Family PartnershipChester County Hospital : OB/GYN ClinicCoatesville Area Senior Center : Promoting nutrition, prevention & educationCommunity Volunteers in Medicine : Dental ServicesCommunity, Youth and Women's Alliance, Inc. (CYWA) : Gateway ShelterCreative Health Services, Inc. : Behavioral Health Assessment ProgramDomestic Violence Center of Chester County :Children's Services, Adult Counseling, Housing & Legal CenterDowningtown Area Senior Center, Inc. : Active Older Adults ProgramFamily Service of Chester County : The Counseling ProgramHandi-Crafters, Inc. : Pathways to IndependenceHuman Services, Inc. : Adolescent Partial Hospital & Homeless Support ServicesMaternal and Child Health Consortium : Health Insurance Enrollment InitiativeNeighborhood Health Agencies, Inc. : Senior HealthLinkPhoenixville Area Community Services (PACS) :Emergency Services & Information & Referral Phoenixville Senior Center : Nutrition ProgramPlanned Parenthood SEPA : West Chester Health CenterSafe Harbor of Chester County, Inc. :Basic Needs Emergency Shelter & Community Hot Lunch ProgramThe Crime Victims' Center of Chester County, Inc. :Prevention/Education & Direct ServicesThe Good Samaritan Shelter, Inc. : Shelter ServicesThe Salvation Army Coatesville Corps : Social ServicesThe Salvation Army Service Extension : Basic Needs Service UnitThe Salvation Army, West Chester : Social Service ProgramVisiting Nurse Association of Pottstown and Vicinity : Home Health Care ServicesVNA Community Care Services, Inc. : Home Health Care ServicesWest Chester Area Senior Center : Daily Meals & Supplemental Food Programs

A staff dentist began his dental treatment and extractions. Eventually it was decided that the remainder would be handled by an oral surgeon to decrease the emotional and physical trauma of the treatment and to avoid further compromising Ron’s health so he could begin his cancer treatment as soon as possible.

United Way, with the coordinated help of the clinic’s dental experts, made it possible for Ron to expedite his dental work, begin cancer treatment, and put himself on the path to an independent and healthful life.

2013-2014 Report to the Community - United Way of Chester County | 4

2013-2014 Report to the Community - United Way of Chester County | 3

EDUCATION When at-risk children receive quality early learning experiences, they enter school more prepared and perform better, improving the likelihood that they will graduate from high school.

United Way Funded Programs Big Brothers Big Sisters SEPA : One-to-One MentoringBrandywine YMCA :Child Care Financial Assistance & Free Middle School After-School Enrichment Care Center Foundation : After School & Child CareCerebral Palsy Association of Chester County Inc. : Early InterventionBoy Scouts of America, Chester County Council : ScoutreachCommunity, Youth and Women's Alliance, Inc. (CYWA) : Coatesville Day Care CenterPhiladelphia Freedom Valley YMCA : Early Learning and Day Camp ProgramPhoenixville Area Children's Learning Center : Child Care Financial AssistanceThe Arc of Chester County :Autism Services & Early Intervention Classroom & Education AdvocacyWest Chester Area Day Care Center : Child Care Financial AssistanceWest Chester Area YMCA, Oscar Lasko Youth Program Center :Childcare Financial Assistance & PAL.YWCA Tri-County Area : Creative Play Child Care

Born Learning Trails In addition to funding critical early learning programs, after school programs for young people and youth mentoring programs, United Way now has 10 Born Learning Trails throughout Chester County making learning fun and easy for families and their children.

Proud Sponsor of the Cyber School ProgramAffordable early childhood education is a top priority for United Way. We are proud to support the Chester County Intermediate Unit’s innovative approach to reaching children and their parents in their homes through technology based teaching. This interactive educational tool is helping at-risk preschoolers who have multiple barriers to participating in traditional early learning programs and providing added value to parents by assisting with English language, technology, and parenting skills.

The Coatesville Youth Initiative (CYI) fosters collaboration among community residents, youth, area businesses, nonprofit and county agencies, youth-serving organizations, the Coatesville Area School District and other educational entities to enhance the knowledge and skills of our youth so that they may reach their fullest potential.

SCHOOL SUPPORT MEANS SCHOOL SUCCESSEmily is a school-age girl on the autism spectrum who joined a United Way of Chester County funded learning program at age 2 for kids just like her. She was unable to communicate verbally, had frequent tantrums, and had difficulty interacting in a positive way with her

During America Saves Week, United Way and the Financial Stability Partnership brought financial management education to seven Head Start locations, mobilizing United Way volunteers to read to children about money matters and distributing information packets reaching 600 families.

United Way is pleased to fund and partner with the CYI.

peers, family members and caregivers.

Emily now successfully communicates verbally and participates in group activities. She follows routines, seeks out peers for daily classroom play, and has demonstrated an ability to learn in all of her environments including in the classroom, at home, and out in the community. She is overall a very happy child.

Participation in the United Way funded program put Emily on track for school success with simple, developmentally appropriate instruction allowing her to fully engage in her classroom. The family as a whole has benefitted and her mother, teachers and caregivers celebrate her progress.

HEALTHShare the WarmthOur annual Share the Warmth home repair andwinterization program raised $66,480 during 2013-2014. This brings the number of family homes restored to safe, livable conditions to 385 over a 9 year period.

Code BlueThis effort was born during one of the coldest and most dangerous winters on record when United Way of Chester County was asked to step in and help address the safety of individuals and families in our community. Just over $22,000 was raised in 24 hours to ensure individuals experiencinghomelessness or who were without heat had a warm place to be during the harshest days and nights of the winter. 70 people were served with extended indoor shelter and warming station services, 50 individuals were provided warm weather wear, 9 individuals were provided with hotel/motel stays to keep them off the streets and 2 were served with rental assistance to avoid becoming homeless in the midst of the ice storm of 2014.

Chester County Long Term Recovery CommitteeAfter the First Responders and other disaster groups leave, there are often unanticipated needs that those affected face. In collaboration with the Chester County Emergency Services Department and other funders and service providers, United Way will help lead the effort to mitigate and solve the issues that occur in the aftermath of a disruption of normal living.

HAPPY, HEALTHY AND GRATEFULRon is a 58-year old man who came to a United Way of Chester County funded dental clinic after being diagnosed with throat cancer. Ron’s oncologist would not begin his chemotherapy until all of his dental work had been completed and he was infection free. An examination revealed extensive decay and periodontal disease requiring multiple extractions.

There are basic conditions that must be confronted to enable people to regain hope and achieve their full health potential . No one should be left out in the cold.

United Way Funded Programs Adult Care of Chester County, Inc. : Adult Day Care Services – Exton CenterAmerican Red Cross, SEPA : Emergency Services and Volunteers in ActionCerebral Palsy Association of Chester County Inc. : Adult ServicesChesPenn Health Services : Family Health Center at CoatesvilleChester County Community Dental Center : Comprehensive Dental CareChester County Health Department : Nurse Family PartnershipChester County Hospital : OB/GYN ClinicCoatesville Area Senior Center : Promoting nutrition, prevention & educationCommunity Volunteers in Medicine : Dental ServicesCommunity, Youth and Women's Alliance, Inc. (CYWA) : Gateway ShelterCreative Health Services, Inc. : Behavioral Health Assessment ProgramDomestic Violence Center of Chester County :Children's Services, Adult Counseling, Housing & Legal CenterDowningtown Area Senior Center, Inc. : Active Older Adults ProgramFamily Service of Chester County : The Counseling ProgramHandi-Crafters, Inc. : Pathways to IndependenceHuman Services, Inc. : Adolescent Partial Hospital & Homeless Support ServicesMaternal and Child Health Consortium : Health Insurance Enrollment InitiativeNeighborhood Health Agencies, Inc. : Senior HealthLinkPhoenixville Area Community Services (PACS) :Emergency Services & Information & Referral Phoenixville Senior Center : Nutrition ProgramPlanned Parenthood SEPA : West Chester Health CenterSafe Harbor of Chester County, Inc. :Basic Needs Emergency Shelter & Community Hot Lunch ProgramThe Crime Victims' Center of Chester County, Inc. :Prevention/Education & Direct ServicesThe Good Samaritan Shelter, Inc. : Shelter ServicesThe Salvation Army Coatesville Corps : Social ServicesThe Salvation Army Service Extension : Basic Needs Service UnitThe Salvation Army, West Chester : Social Service ProgramVisiting Nurse Association of Pottstown and Vicinity : Home Health Care ServicesVNA Community Care Services, Inc. : Home Health Care ServicesWest Chester Area Senior Center : Daily Meals & Supplemental Food Programs

A staff dentist began his dental treatment and extractions. Eventually it was decided that the remainder would be handled by an oral surgeon to decrease the emotional and physical trauma of the treatment and to avoid further compromising Ron’s health so he could begin his cancer treatment as soon as possible.

United Way, with the coordinated help of the clinic’s dental experts, made it possible for Ron to expedite his dental work, begin cancer treatment, and put himself on the path to an independent and healthful life.

2013-2014 Report to the Community - United Way of Chester County | 4

There is a continuum of needs that are essential to address to support individuals from crisis to thriving on the path to self-sufficiency. It is the coordination andintegration of services that make the greatest impact.

When Katrina graduated from a financial literacy program offered by a United Way of Chester County Financial Stability Partner, she was just emerging from a messy divorce which included a home foreclosure and the threat of job loss. The skills she earned from the financial literacy program taught her to make tough choices, take calculated risks, and develop sound financial management habits to avoid homelessness.

Katrina rented an apartment with her kids and was forced to make some difficult choices. She placed the family dog in the care of friends and sold some jewelry to make ends meet. But she also kept her head high and took a big risk by changing jobs resulting in more security, and a higher salary and benefits – and even a shorter commute! She developed sound financial habits like putting her income tax refund into savings, accepted donated furnishings for her newapartment instead of using debt to fund new items, and gradually reduced her existing debt. It was not easy, but Katrina has found ways to meet life’s challenges with confidence. She pays rent on time, maintains employment, and meets budgeting goals to that her income always exceeds expenses. Katrina is a model for self-sufficiency.

BACK ON HER FEET AND BACK ON TRACK

Co-location and integration of services is the goal of the United Way Financial Stability Center, as Claudia Hellebush explained to the crowd at the May grand opening of the Center. This public/private partnership with PA CareerLink – Chester County is the first of its kind in the state.

2013-2014 Report to the Community - United Way of Chester County | 6

CAPACITY BUILDINGMaking investments and strategic partnerships in nonprofit organizations helps them fulfill their missions in an effective manner and bring critical resources to residents of local communities.

Business Continuity Training United Way and its partners hosted two business continuity planning workshops serving 99 individuals and 81 organizations. Beginning in 2015, all organizations requesting Community Investment funding must have a business continuity plan in place. These plans help minimize disruption to client service – a critical priority for the health and human service system.

Days of Caring This year, United Way coordinated corporate volunteer engagement projects resulted in the completion of 24 projects by 136 volunteers, saving the benefitting organizations $12,433.82 which can be returned to service delivery.

Volunteer Income Tax Assistance (VITA)VITA is the Volunteer Income Tax Assistance program. Through the ongoing efforts of Life Transforming Ministries and the Financial Stability Partnership, 94 volunteers assisted with tax returns resulting in nearly $2 million in tax refunds being returned to 410 households in 2014 (for the 2013 tax year) who qualified for the Earned Income Tax Credit (EITC). This is the third year in a row that the dollar amount of total refunds reached or exceeded $1 million.

Leadership Chester County In May 2014, 29 participants graduated from LCC and with their new credentials began the process of joining a non profit Board. Leadership Chester County (LCC) is a professional development and service engagement program that educates peopleinterested in serving at the board level and introduces them to human service needs in Chester County. Total number of

graduates is now 317 over 13 years of programming. At least 260 nonprofit endeavors have benefited from these graduates serving with LCC knowledge and skills.

FINANCIAL INDEPENDENCEUnited Way Funded Programs Chester County OIC :Adult Literacy Education, Certified Nurse Aide, Move Up & Prep for Independence Clarifi : Financial CounselingFriends Association for Care and Protection of Children :Emergency Family Shelter & Homeless Prevention ProgramHome of the Sparrow : Transitional Housing ProgramInterfaith Housing Assistance Corporation of Chester County :Homeless Prevention and Financial IndependenceLegal Aid of SEPA, Chester County Division :Consumer Education & Legal Services for Financial IndependenceLife Transforming Ministries : VITA (Volunteer Income Tax Assistance) ProgramOpen Hearth Inc. : FIRM and Family Savings ProgramVolunteer English Program : Literacy Program

Financial Stability Center

United Way of Chester County has facilitated the Financial Stability Partnership since 2007 and offered Financial Stability Center services since 2010. The Financial Stability Partnership is comprised of over 20 public/private members with still others participating in various activities.

In May 2014, a new, professional and convenient geographic location was secured in Exton giving the Financial Stability Center a physical home in which to house the services provided by a number of Financial Stability Partners. The Financial Stability Center is a public/private venture, co-located with PA CareerLink® - Chester County, with the goal of creating anintegrated service delivery system that offers various employment and financial stability services in a one-stop location.

Family Service of Chester County and Open Hearth are the anchor organizations at the Financial Stability Center. Family Service provides professional counseling and life coaching while Open Hearth provides navigation services to those needing a comprehensive plan and map to self sufficiency.

The Financial Stability Center served a total of 181 individuals/households between July 1st 2013 and June 30th 2014. When a customer receives full service, they are eager to increase income, decrease debt, and/or increase their assets and savings. During service, the Financial Stability Center Navigator assesses the person’s financial situation and needs, and helps bundle appro-priate services that will assist the individual in moving toward financial stability while providing ongoing support.

Financial Stability Partnership Members Contributing to theCenter on site and off.

Bridge of Hope • Chester County Department of Community Development • Chester County Library and District Center • Chester County OIC • PA Career Link Chester County • Citadel • Clarifi • Coatesville Center for Community Health • Community Volunteers in Medicine • Family Service of Chester County • Good Works • Interfaith Housing Assistance Corporation of Chester County • Legal Aid of Southeastern PA • Life Transforming Ministries • Maternal Child Health Consortium Phoenixville Area Community Services Principled Money Management • Open Hearth, Inc. • The Salvation Army – West Chester • Volunteer English Program of Chester County • Wells Fargo • Wings for Success

Visit www.UnitedWayFinancialStability.orgto learn more about these services.

There is a continuum of needs that are essential to address to support individuals from crisis to thriving on the path to self-sufficiency. It is the coordination andintegration of services that make the greatest impact.

When Katrina graduated from a financial literacy program offered by a United Way of Chester County Financial Stability Partner, she was just emerging from a messy divorce which included a home foreclosure and the threat of job loss. The skills she earned from the financial literacy program taught her to make tough choices, take calculated risks, and develop sound financial management habits to avoid homelessness.

Katrina rented an apartment with her kids and was forced to make some difficult choices. She placed the family dog in the care of friends and sold some jewelry to make ends meet. But she also kept her head high and took a big risk by changing jobs resulting in more security, and a higher salary and benefits – and even a shorter commute! She developed sound financial habits like putting her income tax refund into savings, accepted donated furnishings for her newapartment instead of using debt to fund new items, and gradually reduced her existing debt. It was not easy, but Katrina has found ways to meet life’s challenges with confidence. She pays rent on time, maintains employment, and meets budgeting goals to that her income always exceeds expenses. Katrina is a model for self-sufficiency.

BACK ON HER FEET AND BACK ON TRACK

Co-location and integration of services is the goal of the United Way Financial Stability Center, as Claudia Hellebush explained to the crowd at the May grand opening of the Center. This public/private partnership with PA CareerLink – Chester County is the first of its kind in the state.

2013-2014 Report to the Community - United Way of Chester County | 6

CAPACITY BUILDINGMaking investments and strategic partnerships in nonprofit organizations helps them fulfill their missions in an effective manner and bring critical resources to residents of local communities.

Business Continuity Training United Way and its partners hosted two business continuity planning workshops serving 99 individuals and 81 organizations. Beginning in 2015, all organizations requesting Community Investment funding must have a business continuity plan in place. These plans help minimize disruption to client service – a critical priority for the health and human service system.

Days of Caring This year, United Way coordinated corporate volunteer engagement projects resulted in the completion of 24 projects by 136 volunteers, saving the benefitting organizations $12,433.82 which can be returned to service delivery.

Volunteer Income Tax Assistance (VITA)VITA is the Volunteer Income Tax Assistance program. Through the ongoing efforts of Life Transforming Ministries and the Financial Stability Partnership, 94 volunteers assisted with tax returns resulting in nearly $2 million in tax refunds being returned to 410 households in 2014 (for the 2013 tax year) who qualified for the Earned Income Tax Credit (EITC). This is the third year in a row that the dollar amount of total refunds reached or exceeded $1 million.

Leadership Chester County In May 2014, 29 participants graduated from LCC and with their new credentials began the process of joining a non profit Board. Leadership Chester County (LCC) is a professional development and service engagement program that educates peopleinterested in serving at the board level and introduces them to human service needs in Chester County. Total number of

graduates is now 317 over 13 years of programming. At least 260 nonprofit endeavors have benefited from these graduates serving with LCC knowledge and skills.

FINANCIAL INDEPENDENCEUnited Way Funded Programs Chester County OIC :Adult Literacy Education, Certified Nurse Aide, Move Up & Prep for Independence Clarifi : Financial CounselingFriends Association for Care and Protection of Children :Emergency Family Shelter & Homeless Prevention ProgramHome of the Sparrow : Transitional Housing ProgramInterfaith Housing Assistance Corporation of Chester County :Homeless Prevention and Financial IndependenceLegal Aid of SEPA, Chester County Division :Consumer Education & Legal Services for Financial IndependenceLife Transforming Ministries : VITA (Volunteer Income Tax Assistance) ProgramOpen Hearth Inc. : FIRM and Family Savings ProgramVolunteer English Program : Literacy Program

Financial Stability Center

United Way of Chester County has facilitated the Financial Stability Partnership since 2007 and offered Financial Stability Center services since 2010. The Financial Stability Partnership is comprised of over 20 public/private members with still others participating in various activities.

In May 2014, a new, professional and convenient geographic location was secured in Exton giving the Financial Stability Center a physical home in which to house the services provided by a number of Financial Stability Partners. The Financial Stability Center is a public/private venture, co-located with PA CareerLink® - Chester County, with the goal of creating anintegrated service delivery system that offers various employment and financial stability services in a one-stop location.

Family Service of Chester County and Open Hearth are the anchor organizations at the Financial Stability Center. Family Service provides professional counseling and life coaching while Open Hearth provides navigation services to those needing a comprehensive plan and map to self sufficiency.

The Financial Stability Center served a total of 181 individuals/households between July 1st 2013 and June 30th 2014. When a customer receives full service, they are eager to increase income, decrease debt, and/or increase their assets and savings. During service, the Financial Stability Center Navigator assesses the person’s financial situation and needs, and helps bundle appro-priate services that will assist the individual in moving toward financial stability while providing ongoing support.

Financial Stability Partnership Members Contributing to theCenter on site and off.

Bridge of Hope • Chester County Department of Community Development • Chester County Library and District Center • Chester County OIC • PA Career Link Chester County • Citadel • Clarifi • Coatesville Center for Community Health • Community Volunteers in Medicine • Family Service of Chester County • Good Works • Interfaith Housing Assistance Corporation of Chester County • Legal Aid of Southeastern PA • Life Transforming Ministries • Maternal Child Health Consortium Phoenixville Area Community Services Principled Money Management • Open Hearth, Inc. • The Salvation Army – West Chester • Volunteer English Program of Chester County • Wells Fargo • Wings for Success

Visit www.UnitedWayFinancialStability.orgto learn more about these services.

2013-2014 Report to the Community - United Way of Chester County | 7

$200,000 - $400,000Bentley Systems, IncorporatedJohnson & Johnson Family of CompaniesING Investment ProductsCommunications Test Design IncWest Pharmaceutical Services, Inc.

$100,000 - $150,000ArcelorMittalUnited Parcel Service--West Chester Site

$50,000 - $100,000Animas LifescanCitadel Federal Credit UnionComcastCounty of ChesterGiant Food Stores, LLCNationwide InsurancePECO, An Exelon CompanyPepperidge Farm, Inc.Schramm, Inc.Siemens HealthcareSikorsky Global HelicoptersTransamericaXL Insurance

$25,000-$50,000Akcelerant Holdings, Inc.Bank of AmericaChester County Hospital NetworkGlaxoSmithKlinePfizer Animal Health, Inc.QVCSaint-Gobain CorporationSartomer USA, LLCWegmans Food Markets, Inc.Wells FargoAnonymous

Greater Twin Cities United Way MNHankin GroupHatt's Industrial Supplies IncHaynes - The DumpHeart of Illinois United WayHershey Foods CorporationHoneywellHospiraInnovative Solutions & Support, IncJacobs Engineering GroupKellogg's

$10,000 - $25,000A C Miller Concrete ProductsCaradigmChester County Intermediate UnitCustomers BankDNB FirstFederal ExpressFox Rothschild LLPFulton Financial CorporationG. O. Carlson, Inc.GE EnergyIBM CorporationJ.P. Morgan & CompanyLincoln National Life InsuranceNational Penn BankNETZSCHOmega FlexPac Strapping Products IncSABIC Innovative PlasticsState Farm Insurance CompanySusquehanna BankSynthes Inc.-US HeadquartersUnited Way of Chester CountyWest Chester Area School DistrictWeston Solutions IncWhitford Worldwide

$5,000 - $10,000Allen-Sherman-HoffBoeing Helicopters & U.A.W. #106Brandywine HospitalCoatesville Area School DistrictConstellation EnergyEnterprise Rent-A-CarFirst Niagara BankGawthrop GreenwoodLegacy Planning PartnersLockheed MartinMacy & Co., Inc.Kohl's Department Store #277KPMGLaw Firm of Barry S. RabinLegal Aid of Southeastern PALexus Of Chester SpringsLong & Foster Real Estate, Inc.Lowe's #1729Marshalls

Greg Bentley, Chairman and CEO of Bentley Systems, Inc., joins a group of his employees to accept the United Way Spirit of Chester County award for outstanding corporate support, employee contributions, volunteerism and civic leadership.

Microsoft Giving CampaignMorgan StanleyNathan Trotter & Company, Inc.MerckPhoenixville HospitalTarget Store-Exton #1134TD Banknorth Inc, Corp. HeadquartersTW Metals, Inc.

$1,000 - $5,000Acme Markets, Inc. (Albertsons)Agilent TechnologiesALL4 Inc.Allstate Insurance CompanyAqua AmericaAT&T CompanyBest BuyBloomingdale'sBristol Myers SquibbBrumbaugh Wealth Management

Cerebral Palsy AssociationCeridianChester County EconomicDevelopment CounChiral Technologies IncCIGNAColumbia Gas Transmission Corp.Community Volunteers in MedicineCray Valley USA, LLCCrime Victims' CenterDiStefano Landscape Service, IncDomestic Violence CenterDowningtown Area School DistrictERM Group, Inc.Family Service of Chester CountyFox Chase BankG. A. Vietri, Inc.Gateway Medical AssociatesGraphic Packaging IntlGreat Valley School DistrictNeighborhood Health Agencies, Inc.Neutronics, Inc.NextEra EnergyOctorara School DistrictPayless Shoe SourcePennoni Associates IncPeter R. Johnson & Co IncPhase I Electric IncPrincipal Financial GroupQuality Systems IntegratorsRappahannock United WayRaymond James & AssociatesInterfaith Housing Assistance Corp.Isaac's Deli & ResturantITW (Illinois Tool Works)J.C. Penney Company, Inc.KBRLamb McErlane PC AttorneysLenovoLiberty Mutual Insurance

M & T BankMaternal and Child Health ConsortiumMeridian BankOmega Design CorporationPennsylvania State University - MainPhoenixville Area Children's LearningPNC BankSalvation Army-Service ExtensionSardella Eye AssocSC JohnsonSpecialty Resources, Inc.Target- EagleviewTarget-Upper Providence #1291The ARC of Chester CountyThe Travelers Companies, Inc.UGI HVAC Enterprises: Service MarkUnion PacificUnited Health GroupValley of the Sun United Way AZWal-Mart StoresWellington Management Company, LLPWest Chester Area Day Care CenterWillie L. Anderson

Up to $1,0001st Source BankScott Honda of West ChesterSpectra EnergySprintSuntrust BankThermo Fisher Scientific Inc.U. S. Logistice, IncUniversal Technical InstituteUnivest BankVento, IncVerizon CommunicationsVNA of Pottstown & VicinityWalgreens3M Corporate HeadquartersAbbott Laboratories-Headquarters

Aetna Life & CasualtyAIG/AGFAmerican Water Services, Inc.Angelo's Carpert CleaningAPD Payroll ServicesARAMARK Corporation.Ashland Oil Company

BASF CorporationBergen County's United Way NJBig Brothers Big Sisters SEPABoy Scouts of AmericaCare Center FoundationChertok's Furniture StoreChesPenn Health ServicesChester County OICCitizens Bank of PennsylvaniaCoatesville Savings BankCommunity, Youth, Women's AllianceCovidienCVS CorporationDeloitte & ToucheDeluxe Corporation Foundation

Dominion Resources, Inc.Downingtown Municipal Water AuthorityEcolabEdlon PSIElmark Sign & GraphicsEndo Pharmaceuticals HoldingsFarmers Insurance

FirestoneTire and Service CenterFMC CorporationFrancis A Hall IncGap Stores, Inc.Grange Mutual Casualty CompanyWest Chester Area Senior CenterWest Goshen TownshipWilde Funeral HomeWilliams Gas Pipeline TranscoYMCA/Brandywine Vly/Oscar Lasko YouthZEKS Compressed Air Solutions

WORKPLACE EMPLOYEE GIVING CAMPAIGNSUnited Way of Chester County thanks our corporate partners for their dedicated commitment to helping us improve lives in Chester County. Through workplace campaigns, volunteer activities and strong corporate citizenship, these companies demonstrate that great things happen when we LIVE UNITED. Workplace totals listed here reflect employee and corporate contributions for the 2013-2014 campaign.

Dozens of volunteers at CTDI work tirelessly each year to continue their tradition of providing a fun and exciting United Way themed performance to kick off their annual United Way campaign. CTDI is a full service global engineering, repair and logistics company providing best cost solutions to the communications industry

2013-2014 Report to the Community - United Way of Chester County | 8

2013-2014 Report to the Community - United Way of Chester County | 7

$200,000 - $400,000Bentley Systems, IncorporatedJohnson & Johnson Family of CompaniesING Investment ProductsCommunications Test Design IncWest Pharmaceutical Services, Inc.

$100,000 - $150,000ArcelorMittalUnited Parcel Service--West Chester Site

$50,000 - $100,000Animas LifescanCitadel Federal Credit UnionComcastCounty of ChesterGiant Food Stores, LLCNationwide InsurancePECO, An Exelon CompanyPepperidge Farm, Inc.Schramm, Inc.Siemens HealthcareSikorsky Global HelicoptersTransamericaXL Insurance

$25,000-$50,000Akcelerant Holdings, Inc.Bank of AmericaChester County Hospital NetworkGlaxoSmithKlinePfizer Animal Health, Inc.QVCSaint-Gobain CorporationSartomer USA, LLCWegmans Food Markets, Inc.Wells FargoAnonymous

Greater Twin Cities United Way MNHankin GroupHatt's Industrial Supplies IncHaynes - The DumpHeart of Illinois United WayHershey Foods CorporationHoneywellHospiraInnovative Solutions & Support, IncJacobs Engineering GroupKellogg's

$10,000 - $25,000A C Miller Concrete ProductsCaradigmChester County Intermediate UnitCustomers BankDNB FirstFederal ExpressFox Rothschild LLPFulton Financial CorporationG. O. Carlson, Inc.GE EnergyIBM CorporationJ.P. Morgan & CompanyLincoln National Life InsuranceNational Penn BankNETZSCHOmega FlexPac Strapping Products IncSABIC Innovative PlasticsState Farm Insurance CompanySusquehanna BankSynthes Inc.-US HeadquartersUnited Way of Chester CountyWest Chester Area School DistrictWeston Solutions IncWhitford Worldwide

$5,000 - $10,000Allen-Sherman-HoffBoeing Helicopters & U.A.W. #106Brandywine HospitalCoatesville Area School DistrictConstellation EnergyEnterprise Rent-A-CarFirst Niagara BankGawthrop GreenwoodLegacy Planning PartnersLockheed MartinMacy & Co., Inc.Kohl's Department Store #277KPMGLaw Firm of Barry S. RabinLegal Aid of Southeastern PALexus Of Chester SpringsLong & Foster Real Estate, Inc.Lowe's #1729Marshalls

Greg Bentley, Chairman and CEO of Bentley Systems, Inc., joins a group of his employees to accept the United Way Spirit of Chester County award for outstanding corporate support, employee contributions, volunteerism and civic leadership.

Microsoft Giving CampaignMorgan StanleyNathan Trotter & Company, Inc.MerckPhoenixville HospitalTarget Store-Exton #1134TD Banknorth Inc, Corp. HeadquartersTW Metals, Inc.

$1,000 - $5,000Acme Markets, Inc. (Albertsons)Agilent TechnologiesALL4 Inc.Allstate Insurance CompanyAqua AmericaAT&T CompanyBest BuyBloomingdale'sBristol Myers SquibbBrumbaugh Wealth Management

Cerebral Palsy AssociationCeridianChester County EconomicDevelopment CounChiral Technologies IncCIGNAColumbia Gas Transmission Corp.Community Volunteers in MedicineCray Valley USA, LLCCrime Victims' CenterDiStefano Landscape Service, IncDomestic Violence CenterDowningtown Area School DistrictERM Group, Inc.Family Service of Chester CountyFox Chase BankG. A. Vietri, Inc.Gateway Medical AssociatesGraphic Packaging IntlGreat Valley School DistrictNeighborhood Health Agencies, Inc.Neutronics, Inc.NextEra EnergyOctorara School DistrictPayless Shoe SourcePennoni Associates IncPeter R. Johnson & Co IncPhase I Electric IncPrincipal Financial GroupQuality Systems IntegratorsRappahannock United WayRaymond James & AssociatesInterfaith Housing Assistance Corp.Isaac's Deli & ResturantITW (Illinois Tool Works)J.C. Penney Company, Inc.KBRLamb McErlane PC AttorneysLenovoLiberty Mutual Insurance

M & T BankMaternal and Child Health ConsortiumMeridian BankOmega Design CorporationPennsylvania State University - MainPhoenixville Area Children's LearningPNC BankSalvation Army-Service ExtensionSardella Eye AssocSC JohnsonSpecialty Resources, Inc.Target- EagleviewTarget-Upper Providence #1291The ARC of Chester CountyThe Travelers Companies, Inc.UGI HVAC Enterprises: Service MarkUnion PacificUnited Health GroupValley of the Sun United Way AZWal-Mart StoresWellington Management Company, LLPWest Chester Area Day Care CenterWillie L. Anderson

Up to $1,0001st Source BankScott Honda of West ChesterSpectra EnergySprintSuntrust BankThermo Fisher Scientific Inc.U. S. Logistice, IncUniversal Technical InstituteUnivest BankVento, IncVerizon CommunicationsVNA of Pottstown & VicinityWalgreens3M Corporate HeadquartersAbbott Laboratories-Headquarters

Aetna Life & CasualtyAIG/AGFAmerican Water Services, Inc.Angelo's Carpert CleaningAPD Payroll ServicesARAMARK Corporation.Ashland Oil Company

BASF CorporationBergen County's United Way NJBig Brothers Big Sisters SEPABoy Scouts of AmericaCare Center FoundationChertok's Furniture StoreChesPenn Health ServicesChester County OICCitizens Bank of PennsylvaniaCoatesville Savings BankCommunity, Youth, Women's AllianceCovidienCVS CorporationDeloitte & ToucheDeluxe Corporation Foundation

Dominion Resources, Inc.Downingtown Municipal Water AuthorityEcolabEdlon PSIElmark Sign & GraphicsEndo Pharmaceuticals HoldingsFarmers Insurance

FirestoneTire and Service CenterFMC CorporationFrancis A Hall IncGap Stores, Inc.Grange Mutual Casualty CompanyWest Chester Area Senior CenterWest Goshen TownshipWilde Funeral HomeWilliams Gas Pipeline TranscoYMCA/Brandywine Vly/Oscar Lasko YouthZEKS Compressed Air Solutions

WORKPLACE EMPLOYEE GIVING CAMPAIGNSUnited Way of Chester County thanks our corporate partners for their dedicated commitment to helping us improve lives in Chester County. Through workplace campaigns, volunteer activities and strong corporate citizenship, these companies demonstrate that great things happen when we LIVE UNITED. Workplace totals listed here reflect employee and corporate contributions for the 2013-2014 campaign.

Dozens of volunteers at CTDI work tirelessly each year to continue their tradition of providing a fun and exciting United Way themed performance to kick off their annual United Way campaign. CTDI is a full service global engineering, repair and logistics company providing best cost solutions to the communications industry

2013-2014 Report to the Community - United Way of Chester County | 8

2013-2014 Report to the Community - United Way of Chester County | 9

Annual awards are our way of saying thanks to our many partners who are truly committed to making the work we do not only meaningful, but possible. While we recognize and appreciate all of our partners, the 2013-2014 award winners listed exemplify the spirit of United Way ofChester County, and most importantly illustrate what it truly means to LIVE UNITED.

Spirit of Chester County AwardBentley Systems, Inc., is a global leader dedicated to providing engineering software solutions for sustaining infrastructure.

Corporate Partner of the YearAckcelerant is a technology pioneer providing innovative software and services to financial institutions.

Corporate Partner of the YearCustomers Bank is known to local businesses and families for reliable service and vigorous support of community development.

Community Partner of the YearCaln Township is a wonderful municipality in the heart of Chester County.

Workplace Campaign Team of the YearXL is an insurance and reinsurance risk specialist.

Partner Agency of the YearWest Chester Area Senior Center enriches the lives of our senior neighbors through friendship, activities, education and nourishment.

Community Partner of the YearThe Desmond is a one-of-a-kind hotel known for superior hospitality and comfort for over 25 years.

CAMPAIGN AWARDS

2013-2014 Report to the Community - United Way of Chester County | 10

900 participants had fun, got messy and promoted health and family togetherness all while raising much needed funds for United Way of Chester County at the first ever Live United In Color 5K Run & Walk on May 4th.

Over 260 guests witnessed world renowned artist Michael Israel create masterpieces before their very eyes at Live United in Colour, the largest and most successful fundraising special event in United Way of Chester County history!

2013-2014 Report to the Community - United Way of Chester County | 9

Annual awards are our way of saying thanks to our many partners who are truly committed to making the work we do not only meaningful, but possible. While we recognize and appreciate all of our partners, the 2013-2014 award winners listed exemplify the spirit of United Way ofChester County, and most importantly illustrate what it truly means to LIVE UNITED.

Spirit of Chester County AwardBentley Systems, Inc., is a global leader dedicated to providing engineering software solutions for sustaining infrastructure.

Corporate Partner of the YearAckcelerant is a technology pioneer providing innovative software and services to financial institutions.

Corporate Partner of the YearCustomers Bank is known to local businesses and families for reliable service and vigorous support of community development.

Community Partner of the YearCaln Township is a wonderful municipality in the heart of Chester County.

Workplace Campaign Team of the YearXL is an insurance and reinsurance risk specialist.

Partner Agency of the YearWest Chester Area Senior Center enriches the lives of our senior neighbors through friendship, activities, education and nourishment.

Community Partner of the YearThe Desmond is a one-of-a-kind hotel known for superior hospitality and comfort for over 25 years.

CAMPAIGN AWARDS

2013-2014 Report to the Community - United Way of Chester County | 10

900 participants had fun, got messy and promoted health and family togetherness all while raising much needed funds for United Way of Chester County at the first ever Live United In Color 5K Run & Walk on May 4th.

Over 260 guests witnessed world renowned artist Michael Israel create masterpieces before their very eyes at Live United in Colour, the largest and most successful fundraising special event in United Way of Chester County history!

United Way of Chester County211 North Walnut StreetWest Chester, PA 19380

610-429-9400

www.LiveUnitedChesterCounty.org

Look for UWChesterCounty on