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FGIUW Annual Report 2015
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Page 16
P.O. Box 387P.O. Box 387P.O. Box 387P.O. Box 387
48 Lower Newton Road48 Lower Newton Road48 Lower Newton Road48 Lower Newton Road
St. Albans, VT 05478St. Albans, VT 05478St. Albans, VT 05478St. Albans, VT 05478
(802) 527(802) 527(802) 527(802) 527----7418741874187418
Non Profit Org. U.S. Postage
PAID St. Albans, VT Permit No. 37
2014201420142014----2015 Staff2015 Staff2015 Staff2015 Staff
Sally Bortz
Executive Director
Lori Coseo
Finance & Project Coordinator
Drena Voyer
Administrative Assistant
Alex Lehning
Resource Development Coordinator
Page 1
Page 2
Why LIVE UNITED? Because this is our community—our neighbors, our families, and our future. “
LETTER FROM THE PRESIDENT
TABLE OF CONTENTS
News & Events…………………………………………….....3-8
Board of Directors……………………………………………..9
Financial Information………………………………………10-11
Our Donors……………………………………………...…12-14
”
Dear Volunteers, Supporters, Partners and Friends: At this time of year, when our campaign comes to a close, we want to publicly thank and acknowledge all of you who give to our community through Franklin-Grand Isle United Way. It is with great pleasure that we offer this annual report, highlighting 2014-2015, our 35th year. Our campaign theme, “Be a Superhero for your Community”, encourages everyone to step up and make the world a better place. The key to being a superhero for your community is caring enough for others to want to make your com-munity a better place for everyone: sharing what you have and making self- sacrifice for the common good. We found that there are many, many superheroes among us. We have witnessed countless community heroes who care for others and improve lives throughout Franklin and Grand Isle Counties by volunteering, donating, advocating and serving. Some of the heroes I’d like to thank are the businesses, employees, and individuals who support our campaign each year. This year Mylan Technologies and its employees had a phenomenal campaign- increasing over 37% from last year. Key area employers such as Northwestern Medical Center, Perrigo Nutritionals, and Rock-Tenn Company con-tinue to increase their investment in our local communities through highly successful campaigns as well. This year over seventeen hundred employees, individuals, and local businesses from around the region donated to the Franklin-Grand Isle United Way, allowing our funded programs to help one out of every three members of our community. Thanks to your generosity and the tireless work of our non-profit partners, together we are building a brighter tomor-row. Please read this report for more information on how your gift improves lives right here in Franklin and Grand Isle Counties. I’d like to thank our hard working, flexible, and dedicated staff who made our work possible: Lori Coseo, Alex Lehning, Drena Voyer, and Sally Bortz. A special thanks to Sally, an amazing Superhero, who has worked at Franklin-Grand Isle United Way for ten years, the last three as Executive Director. Sally will be leaving in May, moving up-ward and onward. We will miss her strong and passionate leadership and appreciate how well she has positioned us for future success. Lastly, I’d like to thank our Board of Directors for their leadership and commitment. They are dedicated to our mis-sion and take their responsibility to our donors and community seriously. Like many nonprofits in today’s economic and social environment, we find it more and more challenging to raise funds and accomplish our mission. However, we are exploring ways to ensure our continued health and are optimistic about the future. We anticipate several changes in the upcoming year that will make our Franklin-Grand Isle United Way even stronger. It has been an honor to serve the community as President of the Franklin-Grand Isle United Way. I am grateful for the opportunity to be part of a community that demonstrates how to LIVE UNITED every day in so many ways. There tru-ly are superheroes among us. Terri O’Shea
Page 15
THE CLOVER CLUB
$250-$499
Richard Ballard John `Jody` Hancock, Jr. Charles P. Poirier Gary Bates Daniel F. Hardy Kristen Poston Dannah Beauregard James Heald Linda Prouty Olmstead Cindy Bedard John P. Heinlein Gordon Quilliam Jeff & Julie Benay Miles J. Herbert James E. Rivard Seth Berghorst Rob & Kelly Hirss Joshua Robtoy Mike Bibona Andrew Hoadley Peggy R. Rodgers Lori Bondesen Dave Horn Kim Rolfe Lise M. Brooks Sarah L. Hosack Sonya J. Royce Matthew Burgin John Jacobs William R. Sawyer Aleta B. Burns Steven Jacobs Alec Schroeder Claire Campbell Kattryn Kantorski Sandra A. Scott Mike Cantell Kathleen C. Keenan Stephen Sheldon Michelle Carner Doug King Agam K. Sheth Elaine Cashin Randall King Lynn Silk Jane Catton Eberhard Klaehne Steven Slagle Susannah P. Chamberlin Jacqueline L. Larivee Mike Smith Stephen D. Champney Patricia M. Lariviere Neal Smith David Charron Elizabeth Lavoie Chad Spooner Sue Chase Wendy Lawrence Jamie St. Gelais Phillip Condon Anne Lawson Siobhan K. Stout Jeremy Conley Diane M. Leach Joy Sylvester Tom Conley Kelly Leblanc Alan Teague Laurie Cosgrove Laurie L. Ledoux Carol Teague James Cunningham Danielle Lindley Donald Teague James W. Cushing Charles A. Loiselle Michael Teague Robert Danyow George Longway Lindsay Thieken Gary Deaette David MacCallum Dan & Patty Thompson David DeBellis John C. Mahoney William K. Thurber Andrew Dion Elizabeth Malone Louise Ticehurst Herb Dudley Becky Manahan Jill Torrey Mark Duso Amy Marchessault Darlene Tourville Adam A. Eisel Christie Martin Kathryn E. Towle Shawn P. Enterline Pamela Martin Monica Trombley Christopher J. Fiarkoski Robert A. Martin Matthew Tryhorne Angelo & Betty Finelli Matthew Christopher Massey Troy Turner Tim Fitzpatrick Karen McGovern Carl Vieta Michael J. Fournier Allan G. McLaughlin Sarah Vincent Stephania Fregeau Chad T. Montgomery William N. Wagner Marian E. Fritz Jeanne A. O`Bryan Tim Walsh Shane Garceau Rosaire Paquette John Waterhouse Susan J. Geraw Bruce Patenaude John Wetherby Steve Gleason Theresa Payne Sal J. Wiggin Karl Greenia Dennis M. Pease Heather Wilson Lorenzo Gutierrez Brian & Lisa Pelkey Travis Wilson Amy K. Gutswiller Dan Petherbridge Darlene Wright Tim Guziak Thomas Pfeiffer Richard Wyman Joseph Halko Jerry Pion Jeff & Jan Young
Page 14
THE MAPLE CLUB $500-$999
THE MORGAN CLUB
$1,000 and above
Individual & Employee Leadership Giving
Anonymous Donor Andrew F. Horr Barbara Salg Jill Berry Bowen Mahendra Hundal Greg & Sally Sargent William & Lori Coseo David & Katherine Hutchinson Matthew & June Sliva David & Erica DeBellis William Merrill Rusty & Deborah Spaulding Kent Eldridge Matt Noonan Meta Strick Veronica Fallon William L. O’Connor, Jr. Mike Sturm Martin & Rhonda Fletcher Kevin & Terri O’Shea Wade Taylor Jerry & Sherri Ford Joshua W. Partlow, CPA David A. Thompson Wallace H. Good, Jr. Ardelle Rich Richard B. Weisburgh John Hango Jeffrey Rimmer Mary Woodhouse, MD
Tricia Wunsch
Anonymous Donor Thomas Dukas Maria I. Mateus
Andrew N. Alling Dorothy Dunsmore Janet L. McCarthy
Gene & Jennifer Archambault Scott Eastman Robert Mildrum
Mary Lou Beaulieu Edward Farquhar Owen Milne
Marcel Begnoche James C. Farr Donald Mueller
Joel Benware Julian Ferris Mike & Lynn O’Brien
Jonathan & Marilyn Billings Elisabeth Fontaine, MD Joshua P. Parker
Munn Boardman, III Suzanne Gagnon Pamela Pedersen
Sally Bortz Uwe Goehlert, MD Luke Rainville
Jennifer Bouchard Kenneth & Judith Holzscheiter Tim Rich
Norman Boudreau Alan Humphrey Kevin Scheffler
Robert Bourdon Bruce Julien Ronald Schultz
Amy Brewer Edward Kissane Russell St. Gelais
Randy & Andrea Brock Dana & Judith Kittell L. Lowrey Sullivan, MD
Sean Brock Kenneth Kowalewitz Roger Thieken
Chadd Bushey David Kronoff Barbara Toof
David A. Bushey Mark Larivee Timothy J. Valley
Robert J. Bushey Don Lawrence Sharon Weisburgh
William Cain Sally A. Lawyer Donald & Nancy Wells
Elizabeth N. Casavant Eric J. Lemery David Yandow
Edna Chagnon Edward Longway Allen Yanney
John & Kimberly Chesarek Kristin J. Lukens-Rose Peter & Rosemary Zamore
Donna Corrigan Ted Mable Jonathan Zehnacker
Jennifer M. Cortez Kevin & Margaret Manahan Robert Zelazo, MD
Page 3
”
Income – Promoting Financial Stability and Independence
Health – Improving People’s Physical, Mental and Social Well-being
Education – Helping Individuals Achieve Their Potential
What is the mission and vision of the Franklin-Grand Isle United Way?
Our missions is to improve lives by connecting people and resources to find solutions to our area’s most pressing needs. Our vision is to have a community where all individuals and families are able to achieve their greatest potential through education, income stability and healthy lives.
What does United Way do?
• United Way raises, invests and leverages philanthropic contributions to benefit residents right here in Franklin and Grand Isle Counties
• We convene public/private partnerships with businesses, community members, government and non-profit organizations
• We mobilize community members to volunteer, learn more about local issues, take action, and make a real difference in their community
• We bring people together and connect all sectors of society around social and economic issues that are important to our region
• We hold ourselves accountable to this cause
Advancing the Common Good through Community Impact
United Way works to assess all of the needs in our area and then develops strategies to address those concerns. Our efforts include researching data around an issue, working with area coalitions to identify-ing gaps in service, developing new programs, and engaging community in education and awareness to help create lasting social change. This is Community Impact, and it takes us far beyond our traditional fundraising role. While United Way works to address root causes of important community issues for long-term, lasting change, we realize that there are individuals in who need our support right now, and we continue to fund a network of strong local services. We focus our work on the building blocks for successful lives and communities—access to quality Health, Income, and Education opportunities.
Page 14
THE MAPLE CLUB $500-$999
THE MORGAN CLUB
$1,000 and above
Individual & Employee Leadership Giving
Anonymous Donor Andrew F. Horr Barbara Salg Jill Berry Bowen Mahendra Hundal Greg & Sally Sargent William & Lori Coseo David & Katherine Hutchinson Matthew & June Sliva David & Erica DeBellis William Merrill Rusty & Deborah Spaulding Kent Eldridge Matt Noonan Meta Strick Veronica Fallon William L. O’Connor, Jr. Mike Sturm Martin & Rhonda Fletcher Kevin & Terri O’Shea Wade Taylor Jerry & Sherri Ford Joshua W. Partlow, CPA David A. Thompson Wallace H. Good, Jr. Ardelle Rich Richard B. Weisburgh John Hango Jeffrey Rimmer Mary Woodhouse, MD
Tricia Wunsch
Anonymous Donor Thomas Dukas Maria I. Mateus
Andrew N. Alling Dorothy Dunsmore Janet L. McCarthy
Gene & Jennifer Archambault Scott Eastman Robert Mildrum
Mary Lou Beaulieu Edward Farquhar Owen Milne
Marcel Begnoche James C. Farr Donald Mueller
Joel Benware Julian Ferris Mike & Lynn O’Brien
Jonathan & Marilyn Billings Elisabeth Fontaine, MD Joshua P. Parker
Munn Boardman, III Suzanne Gagnon Pamela Pedersen
Sally Bortz Uwe Goehlert, MD Luke Rainville
Jennifer Bouchard Kenneth & Judith Holzscheiter Tim Rich
Norman Boudreau Alan Humphrey Kevin Scheffler
Robert Bourdon Bruce Julien Ronald Schultz
Amy Brewer Edward Kissane Russell St. Gelais
Randy & Andrea Brock Dana & Judith Kittell L. Lowrey Sullivan, MD
Sean Brock Kenneth Kowalewitz Roger Thieken
Chadd Bushey David Kronoff Barbara Toof
David A. Bushey Mark Larivee Timothy J. Valley
Robert J. Bushey Don Lawrence Sharon Weisburgh
William Cain Sally A. Lawyer Donald & Nancy Wells
Elizabeth N. Casavant Eric J. Lemery David Yandow
Edna Chagnon Edward Longway Allen Yanney
John & Kimberly Chesarek Kristin J. Lukens-Rose Peter & Rosemary Zamore
Donna Corrigan Ted Mable Jonathan Zehnacker
Jennifer M. Cortez Kevin & Margaret Manahan Robert Zelazo, MD
Page 3
”
Income – Promoting Financial Stability and Independence
Health – Improving People’s Physical, Mental and Social Well-being
Education – Helping Individuals Achieve Their Potential
What is the mission and vision of the Franklin-Grand Isle United Way?
Our missions is to improve lives by connecting people and resources to find solutions to our area’s most pressing needs. Our vision is to have a community where all individuals and families are able to achieve their greatest potential through education, income stability and healthy lives.
What does United Way do?
• United Way raises, invests and leverages philanthropic contributions to benefit residents right here in Franklin and Grand Isle Counties
• We convene public/private partnerships with businesses, community members, government and non-profit organizations
• We mobilize community members to volunteer, learn more about local issues, take action, and make a real difference in their community
• We bring people together and connect all sectors of society around social and economic issues that are important to our region
• We hold ourselves accountable to this cause
Advancing the Common Good through Community Impact
United Way works to assess all of the needs in our area and then develops strategies to address those concerns. Our efforts include researching data around an issue, working with area coalitions to identify-ing gaps in service, developing new programs, and engaging community in education and awareness to help create lasting social change. This is Community Impact, and it takes us far beyond our traditional fundraising role. While United Way works to address root causes of important community issues for long-term, lasting change, we realize that there are individuals in who need our support right now, and we continue to fund a network of strong local services. We focus our work on the building blocks for successful lives and communities—access to quality Health, Income, and Education opportunities.
Page 4
HEALTH United Way believes a healthy region is a strong region, and our health under-pins our ability to thrive at home, school and work. We know how important it is to connect our most vulnerable neighbors with the resources they need to lead healthier lives. United Way funds are awarded to support programs fo-cused on health education/prevention and health treatment/services, including programs that:
• Increase access to healthcare • Foster safe community and homes • Encourage healthy choices
EVENTS AND INITIATIVES
Hungry Heart United Way continues the important conversations started in 2013 around opiate addiction and working with community members to address and understand the challenges of substance abuse. United Way works with the Franklin-Grand Isle Regional Community Opiate Addiction Workgroup– Preven-tion Coalition to explore local opportunities to educate and inform our commu-nities while helping youth build skills and resiliency to navigate and understand this complex and difficult issue.
Dodgeball 2014-2015 saw not one, but two dodgeball tournaments! Over 100 players came out each time to test their skills and have some fun while supporting the work of United Way. For three years running, Camp Rainbow, a day camp for children with Autism operated through North-western Counseling & Support Services, has staffed a championship team– taking home the trophy for yet another year. Are they unbeatable?
Community Partners Classic Golf Tournament Now in our ninth year, in partnership with Northwestern Medical Center and North-western Counseling & Support Services, the golf tournament contin-ues to be a great way to join with over 200 friends from the busi-ness community as we share a day outside enjoying Vermont and the Champlain Country Club. The 2014 Community Partners Golf Tournament was once again a fantastic event raising almost $47,000 to support United Way and these great partners.
FUNDED PROGRAMS
Page 13
A.N. Deringer, Inc. Perrigo Nutritionals & Perrigo Foundation Mylan Technologies Rock-Tenn Company Northwestern Medical Center Tyler Place Family Resort
$10,000 AND ABOVE
Franklin County Caring Communities New England Federal Credit Union Hackett Valine & MacDonald Peoples Trust Company John LeClair Foundation Hannaford Charitable Trust
$5,000- $9,999
$1,000- $4,999
CORPORATE LEADERSHIP GIVING
ENSURING BASIC NEEDS ARE MET
Franklin County Senior Center $ 7,000.00
F. G. I. Community Action $ 6,000.00
AFFORDABLE HOUSING
Transitional Housing at Samaritan House $ 9,500.00
FINANCIAL EDUCATION
Growing Money Program at CVOEO $ 7,000.00
JOB SKILL TRAINING & EMPLOYMENT
Adult Education at NWTC up to 5,000.00
Parallel Justice Program- St Albans Community Justice Ctr $ 6,000.00
Grant Funded Programs 2014-2015
Annual Award
EXPANDED ACCESS TO HEALTHCARE
C.I.D.E.R. $ 11,200.00 Case Management Champlain Valley Agency on Aging $ 8,000.00
Pediatric Palliative Care - Franklin County Home Health Agency $ 5,000.00 Meals On Wheels— Champlain Valley Agency on Aging $ 11,500.00
Care Partners Adult Day Program $ 5,500.00
Homemaker Program— Franklin County Home Health Agency $ 8,500.00
SAFE HOMES & COMMUNITIES
Voices Against Violence $ 10,900.00
Prevent Child Abuse Vermont $ 11,000.00
Franklin County Court Diversion $ 12,000.00
SUPPORTING HEALTHY CHOICES
Turning Point Franklin County $ 7,600.00
Maple Leaf Farm $ 4,000.00
Building Bright Futures $ 1,500.00
SCHOOL READINESS Child Care Resource Center $ 5,200.00 Get Ready in Nursery School -F.G.I. Bookmobile $ 10,000.00
STAYING ON TRACK Champlain Adaptive Mounted Riding Program $ 5,000.00 Camp Rainbow— Northwestern Counseling & Support Services $ 7,700.00 Foster Grandparent Program— United Way of Chittenden County $ 10,000.00 Franklin County 4-H Program $ 5,000.00 G.I. County Mentoring - G.I. County Community Services $ 2,000.00
CREATING CONNECTIONS Cornerstone Bridges Community Center $ 10,000.00 Lifeskills & Lost Arts— Fairfield Community Center & Bent Northrop Library $ 10,000.00
INC
OM
E
HEA
LTH
EDU
CAT
ION
Ben & Jerry’s Foundation Morris Switzer- Environments for Health Bernstein Global Wealth Management Northwestern Counseling & Support Services Cargill Animal Nutrition PC Construction Company CBA Blue Pfizer, Inc. Fairpoint Communications R.L. Vallee, Inc. Goldman Sachs St. Albans Rotary Club Holy Trinity Episcopal Church TD Charitable Foundation IBM The Running of the Bells Lisaius Marketing Total Home Center McDermott’s, Inc. Vermont Precision Tools Merchants Bank
Jill Berry Bowen, CEO Northwestern Medical Center
Angela Poirier, Chief Loan Specialist Tom Gallagher, President Peoples Trust Company
Page 12
Alburgh Community Educational Center FedEx Lake Champlain
Transportation
A.M.Peisch & Company Folsom Educational & Community Center Marsh Inc. St. Albans Cooperative
Creamery
Allstate Food Science Merchants Bank St. Albans Free Library
Aon Insurance Managers Franklin County Home Health Agency
Missisquoi Valley Union High School St. Albans Messenger
Asten Johnson Franklin County Industrial Development Corp. Morgan Stanley St. Albans Town Educ. Center
AT&T Franklin County Rehab Center Mylan Technologies St. Michael's College
BFA/NWTC- St Albans Franklin West Supervisory Union N.O.T.C.H. Symquest
BFA-Fairfax FGI United Way Nationwide TD Bank - Highgate Plaza
Blodgett Supply Co. Future Planning Associates Neagley & Chase Construction TD Bank - Enosburg
Burlington Int'l Airport General Electric Company New England Air Systems TD Bank- St Albans
Burlington Telecom Georgia Elementary/Middle School
New England Federal Credit Union TD Bank - Richford
Care Partners Adult Day Center Grand Isle School North Hero Elementary School TD Bank - Swanton
Cargill Animal Nutrition Green Mountain Power Company
Northwestern Counseling & Support Services
The Community Health Center
Champlain College Hackett Valine & MacDonald Northwestern Medical Center TJX Companies
Champlain Housing Trust Hannaford - St. Albans NRG Systems, Inc. Union Bank Champlain Valley Agency on Aging Hannaford - Enosburg Paquin Motors, Inc. United Way of Chittenden
County City of Burlington Hannaford - Swanton PayData Payroll Services University of Vermont
City of St. Albans Hannaford - S. Burlington Peoples United Bank UPS, North New England
Comcast Highgate Elementary School Perrigo Nutritionals VT Energy Investment Corp
Competitive Computing Howard Center for Human Services Pfizer Inc. Vermont Federal Credit Union
CVOEO IBM Polhemus Vermont Gas Systems
Dinse Knapp & McAndrew Isle LaMotte Elementary School Price Chopper Vermont State Employees
Engelberth Construction, Inc iSystems Real Page Vermont Housing Finance Agency
Fairpoint Communications JCPenney Rhino Foods VT Student Assistance Corp
Farrell Distributing Johnson Lambert & Company Rock-Tenn Company Vermont Systems
Federal Gov’t Employees Key Bank Shaw's Supermarket Village of Essex Junction
UVM Medical Center Care Lake Champlain Chocolates Simplex Grinnel Visiting Nurse Association
EMPLOYEE GIVING
Thousands of employees working in Franklin, Grand Isle, and Chittenden counties
support the Franklin-Grand Isle United Way. Northwestern Counseling & Support Services Leadership Team
Page 5
EDUCATION Our aspiration is that all youth in Franklin and Grand Isle Counties will have multiple opportunities to learn, which will help them achieve their potential. Therefore, we invest in initiatives and programs that encourage creativity, nurture natural curiosity, and help develop protective factors so youth can succeed. United Way is currently focusing on three primary are-as to support education in Franklin and Grand Isle Counties:
• Ensuring all children are ready to enter school • Identifying supports to stay on track • Planning for success in work, college and life
EVENTS AND INITIATIVES
Regional Truancy Project In 2011, Franklin-Grand Isle United Way funded programming led by the Community Justice Center of St. Albans that took a holistic approach to excessive absences, by engaging the entire family in a conference setting. Through this initiative a larger grant was secured, and a lo-cal Prevention Policy Board was formed which met regularly at United Way. The grant work was completed in 2014 and new and consistent proto-cols around truancy were developed throughout our area as a result of this work.
Learning United This year’s event featured representation from many of our funded partners, for a fantastic Kids Fair, with 12 interactive educational sta-tion, free food, and fun for all. With some local superheroes on hand including George DeCell as Batman and Jonathan Billings as Captain America, over 100
children and their families attended this great St Albans event sponsored by Mylan Technologies.
Fill the Bus This year, with the help of the Ben & Jerry’s Foundation and our local Walmart, shoppers were able to “fill the bus” with much needed supplies! Working alongside ten area schools, United Way was able to ensure that local students in need received the tools necessary to start the school year off right.
Big Shabang This year marked the first time United Way hosted the Big Shabang at Knights Point State Park in North Hero. With over 500 peo-ple in attendance, this family-friendly event was all about sharing infor-mation and local resources with a focus on healthy food and fun activi-ties for all ages. In partnership with Friends of Northern Lake Cham-plain, our theme, Healthy Kids+Healthy Lake=A Healthy Vermont!,
combined education and hands-on fun, making a great day for everyone. We plan to contin-ue offering this great opportunity on a biennial basis.
FUNDED PROGRAMS
Ryan Hansen, Manager St. Albans Walmart
The 2014 Big Shabang! in Grand Isle County
Page 6
The United Way 2014-15 campaign year was certainly a fun one, with local heroes emerging throughout the year. United Way volunteers were empowered as they pre-sented in capes and masks, and community members enjoyed the opportunity to reveal their inner superheroes!
The campaign kicked off, led by a great committee of supporters, as United Way hosted a fun run with
heroes of all ages making their debut. The pacesetting school campaigns got us off to a great start, surpassing their goal of $10,000. A few area principals graciously joined in
on the superhero action. Local businesses supported United Way by raising over $140,000 and we know there are no shortage of caped crusaders in this very giving community!
Employee giving through workplace campaigns, (a vital part of United Way fundraising), brought in over $215,000 in annual sup-port for our region. Mylan employees broke their own record, with a generous corporate match and year-round event sponsorship sup-port as well. In total, this community partner was able to donate over $72,000 to benefit residents right here in Franklin and Grand
Isle Counties.
Our friends at Northwestern Medical Center were definitely in the superhero spirit! The hospital always seems to find a way to have fun with their United Way campaign. Support for our mission and the community by NMC employees and leadership is truly amazing!
Hundreds of generous individuals made charitable do-nations this year totaling over $30,000- giving and car-
ing for ones friends and neighbors is what makes this such a special place to live. Thanks to Tim & Denise Smith for not only their own generous giving, but offering to represent what it means to be a local hero by agreeing to be photographed for our campaign mate-rials!
Special events filled the calendar, and raised over $96,000 and opened the door to some new caped crusaders to add to our growing list! This year we had our first ever Shoe Drive (still ongoing!) which has brought in over 1,000 pair of shoes to date. These shoes join with a global effort to repurpose materials, provide a local fundraising opportunity to support a Youth Center project, and help clean out local closets!
A special thanks goes out to a strong United Way Board of Directors and amazing
A “SUPER” YEAR IN REVIEW
Frank Calano, Principal Georgia Middle School
Leon Berthiaume, St Albans Cooperative Creamery
Betty Lumbra Community Volunteer
Tim & Denise Smith
Page 11
STATEMENT OF ACTIVITIES
Franklin-Grand Isle United Way, Inc.
Finance
The Franklin-Grand Isle United Way financial statements
and practices will be audited for the period ending
3/31/15 by the accounting firm of A.M. Peisch. Upon
completion, the audited report may be reviewed at the
United Way office located at 48 Lower Newton Street in
St. Albans.
Local Superheroes (from left to right) Domenico (Mimmo) Spano Jonathan & Marilyn Billings Robert Ostermeyer Darrin Ries & Bill O’Connor Tim Viens UW’s Drena Voyer, Kelly LaPlume from NEFCU & United Way Director- Sally Bortz
Unaudited Audited
2015 2014
PUBLIC SUPPORT AND REVENUE
Pledged contributions 330,469 318,969
Pledged contributions through other United Ways 57,363 67,615
Donations in kind 33,056 52,987
Grant revenues United Way Programs 2,900 -
Fiscal Agent Income (includes Grants) 46,790 42,874
Special event revenue 107,331 86,555
Miscellaneous income 2,531 5,529
Interest income 1,053 1,113
Rental income 19,550 18,650
Tenant Fees 3,251 492
Administrative Fees 1,379 1,251
TOTAL PUBLIC SUPPORT AND REVENUE 605,673 596,035
EXPENSES
Program services 484,990 516,490
Administration 59,014 60,972
Fundraising 51,124 52,696
TOTAL EXPENSES 595,128 630,158
CHANGE IN NET ASSETS * 10,545 (34,123)
NET ASSETS AT APRIL 1 624,828 658,951
NET ASSETS AT MARCH 31 635,373 624,828
* Change in Net assets includes $9,911 deferred revenue from prior year relating to Operation Happiness
82.1%
9.4%8.5%
Functional Expenses
Program Services
Administration
Fundraising
Page 8
THE 2014-2015 COMMUNITY CAMPAIGN (Includes all events such as Operation Happiness and the Community Partners Classic)
staff. This group of caring community members ensured that United Way was able to exceed the total raised over last year and the campaign landed at a solid $484,745 ,putting us at just about 97% of the goal.
Thanks to local supporters, hundreds of thousands of dollars are allocated right back out into the community and local partners offering important services to keep our com-munity healthy and strong can count on another year of solid support from United Way! Clearly it takes a village. A village of everyday superheroes ensuring we all look out for one another and remembering what a real superpower giving can be.
Thank you to all of our wonderful supporters for another great year!!
Sally Bortz
Board President, Terri O’Shea
45%
29%
6%
20%
2014-2015 Campaign Giving
EmployeeCampaigns
CorporateGiving
IndividualDonors
Special Events
Dodgeball (2), $9,823.00
Golf Tournament, $46,794.00
Kids Fair, $3,302.00
5K Run/Kick-Off, $1,339.00
Big Shabang, $8,845.00
United We Dine, $885.00
Operation Happiness, $23,470.00
Agriculture $2,424.00
Community Service Organizations $1,090.00
Finance/Banking/Insurance $38,668.17
Foundations $19,829.14
Government $6,366.48
Individuals $37,915.00
Manufacturing $173,312.01
Media $5,039.96
Medical $51,470.04
Non-profits $24,979.86
Other United Ways $57,363.18
Professionals $3,140.00
Religious Organizations $1,955.00
Retail/Wholesale $5,987.02
Schools $11,361.34
Small Business $14,024.02
Special Event Miscellaneous $11,194.40
Tourism $11,340.00
Transportation $3,662.10
Utilities $3,620.00
Campaign Map Total: $484,741.72
% Change from 2013: +2.45%
Campaign Goal: $500,000.00
% of Goal: 96.95%
Angela Poirier, Peoples Trust Company
Special Events
Page 9
2015-2016 BOARD OF DIRECTORS
& Committees
Mary Lou Beaulieu– Governance
Stefanie Blouin—Resource Development
Chris Chagnon—Finance
John Chesarek– Finance
Patty Gale—Resource Development
Marilyn Grunewald—Community Impact
Danielle Lindley—Community Impact
Becky Manahan—Governance, Chair
Tina Mueller—Community Impact, Chair
Terri O’Shea - Governance
Sally Sargent—Resource Development
Casey Scandore—Finance, Chair
Rhonda Somers-Fletcher- Resource Development
Samantha Thomas—Community Impact
PRESIDENT
Tina Mueller
VICE PRESIDENT
Chris Chagnon
SECRETARY
Becky Manahan
TREASURER
Casey Scandore
BOARD MEMBERS RENEWING TERMS
For a 1 year term ending April 2016
Sally Sargent
For a 3 year term ending April 2018
Tina Mueller Rhonda Somers-Fletcher Chris Chagnon
NEW BOARD MEMBERS
For a 3 year term ending April 2018
John Chesarek
BOARD MEMBERS COMPLETING TERMS
Michelle Dow
2015-16 BOARD NOMINATIONS
Page 8
THE 2014-2015 COMMUNITY CAMPAIGN (Includes all events such as Operation Happiness and the Community Partners Classic)
staff. This group of caring community members ensured that United Way was able to exceed the total raised over last year and the campaign landed at a solid $484,745 ,putting us at just about 97% of the goal.
Thanks to local supporters, hundreds of thousands of dollars are allocated right back out into the community and local partners offering important services to keep our com-munity healthy and strong can count on another year of solid support from United Way! Clearly it takes a village. A village of everyday superheroes ensuring we all look out for one another and remembering what a real superpower giving can be.
Thank you to all of our wonderful supporters for another great year!!
Sally Bortz
Board President, Terri O’Shea
45%
29%
6%
20%
2014-2015 Campaign Giving
EmployeeCampaigns
CorporateGiving
IndividualDonors
Special Events
Dodgeball (2), $9,823.00
Golf Tournament, $46,794.00
Kids Fair, $3,302.00
5K Run/Kick-Off, $1,339.00
Big Shabang, $8,845.00
United We Dine, $885.00
Operation Happiness, $23,470.00
Agriculture $2,424.00
Community Service Organizations $1,090.00
Finance/Banking/Insurance $38,668.17
Foundations $19,829.14
Government $6,366.48
Individuals $37,915.00
Manufacturing $173,312.01
Media $5,039.96
Medical $51,470.04
Non-profits $24,979.86
Other United Ways $57,363.18
Professionals $3,140.00
Religious Organizations $1,955.00
Retail/Wholesale $5,987.02
Schools $11,361.34
Small Business $14,024.02
Special Event Miscellaneous $11,194.40
Tourism $11,340.00
Transportation $3,662.10
Utilities $3,620.00
Campaign Map Total: $484,741.72
% Change from 2013: +2.45%
Campaign Goal: $500,000.00
% of Goal: 96.95%
Angela Poirier, Peoples Trust Company
Special Events
Page 9
2015-2016 BOARD OF DIRECTORS
& Committees
Mary Lou Beaulieu– Governance
Stefanie Blouin—Resource Development
Chris Chagnon—Finance
John Chesarek– Finance
Patty Gale—Resource Development
Marilyn Grunewald—Community Impact
Danielle Lindley—Community Impact
Becky Manahan—Governance, Chair
Tina Mueller—Community Impact, Chair
Terri O’Shea - Governance
Sally Sargent—Resource Development
Casey Scandore—Finance, Chair
Rhonda Somers-Fletcher- Resource Development
Samantha Thomas—Community Impact
PRESIDENT
Tina Mueller
VICE PRESIDENT
Chris Chagnon
SECRETARY
Becky Manahan
TREASURER
Casey Scandore
BOARD MEMBERS RENEWING TERMS
For a 1 year term ending April 2016
Sally Sargent
For a 3 year term ending April 2018
Tina Mueller Rhonda Somers-Fletcher Chris Chagnon
NEW BOARD MEMBERS
For a 3 year term ending April 2018
John Chesarek
BOARD MEMBERS COMPLETING TERMS
Michelle Dow
2015-16 BOARD NOMINATIONS
Page 7
Page 10
STATEMENT OF FINANCIAL POSITION
Franklin-Grand Isle United Way, Inc.
ASSETS
Unaudited Audited 2015 2014
CURRENT ASSETS
Cash and cash equivalents
255,667
261,161
Cash - restricted
31,838
22,443
Pledges and contributions receivable less allowance for uncollectible promises of $31,126 and $31,126
251,537
253,820
Other receivables
767
2,820
Prepaid expenses
3,596 4,601
TOTAL CURRENT ASSETS
543,405
544,845
BUILDING AND OFFICE EQUIPMENT, net
116,867
113,791
TOTAL ASSETS
660,272
658,636
LIABILITIES AND NET ASSETS CURRENT LIABILITIES
Payroll Tax Liabilities, Accrued Wages & Accounts Payable
9,190
8,600
Deferred grant & fiscal agent revenue
15,708
25,208
TOTAL CURRENT LIABILITIES
24,899
33,808
NET ASSETS
635,373
624,828
TOTAL LIABILITIES AND NET ASSETS
660,272
658,636
Page 7
United Way believes that everyone deserves to have a job which allows them to provide for their family and save for their future. We envision a community where all households may achieve their goal of becoming self-sufficient. Franklin-Grand Isle United Way volunteers and investors support programs that help neighbors on the path to financial stability through a number of different strategies and programs that:
• Ensure basic needs are met - this may include emergency assistance, housing/shelter, food assistance, disaster response, & information and referral programs
• Work to develop affordable housing • Increase job skill training & employment opportunities • Provide financial education
INCOME
Food Shelves Unite! This year Franklin-Grand Isle United Way, with the help of interns Rose Johnson and Jennifer McAllister, was able to convene several regional food shelf meetings. These gatherings were found to be so useful and informative by our partners working in the area of food insecurity, that United Way now facilitates an ongoing series with local speakers and experts on relevant topics. These food shelf meetings have grown in size and scope, and with the help of Hunger Free Vermont, United Way has begun the work of building a local Hunger Council to address these issues and concerns, with representation from around the region.
Operation Happiness 2014 was another great year for Operation Happiness. Satellite loca-tions around the region expanded their capacity, and over 1,100 families were served throughout every town within our two county region. Thank you to Operation Happiness organizers Sally Sargent, Karin Berno, and Marilyn Billings, pictured at right, for coordinating this ongoing community holiday program.
Tax Assistance Beginning in 2012, our United Way and others across the country partnered with Walmart to offer tax assistance software at no cost to income eligible residents. Through our website, residents were able to access a user-friendly program and file both state and federal re-
turns. Our hope is to increase utilization of the Earned Income Tax Credit, which is a benefit for working people who have low to moderate income.
FUNDED PROGRAMS
Page 8
Page 8
THE 2014-2015 COMMUNITY CAMPAIGN (Includes all events such as Operation Happiness and the Community Partners Classic)
staff. This group of caring community members ensured that United Way was able to exceed the total raised over last year and the campaign landed at a solid $484,745 ,putting us at just about 97% of the goal.
Thanks to local supporters, hundreds of thousands of dollars are allocated right back out into the community and local partners offering important services to keep our com-munity healthy and strong can count on another year of solid support from United Way! Clearly it takes a village. A village of everyday superheroes ensuring we all look out for one another and remembering what a real superpower giving can be.
Thank you to all of our wonderful supporters for another great year!!
Sally Bortz
Board President, Terri O’Shea
45%
29%
6%
20%
2014-2015 Campaign Giving
EmployeeCampaigns
CorporateGiving
IndividualDonors
Special Events
Dodgeball (2), $9,823.00
Golf Tournament, $46,794.00
Kids Fair, $3,302.00
5K Run/Kick-Off, $1,339.00
Big Shabang, $8,845.00
United We Dine, $885.00
Operation Happiness, $23,470.00
Agriculture $2,424.00
Community Service Organizations $1,090.00
Finance/Banking/Insurance $38,668.17
Foundations $19,829.14
Government $6,366.48
Individuals $37,915.00
Manufacturing $173,312.01
Media $5,039.96
Medical $51,470.04
Non-profits $24,979.86
Other United Ways $57,363.18
Professionals $3,140.00
Religious Organizations $1,955.00
Retail/Wholesale $5,987.02
Schools $11,361.34
Small Business $14,024.02
Special Event Miscellaneous $11,194.40
Tourism $11,340.00
Transportation $3,662.10
Utilities $3,620.00
Campaign Map Total: $484,741.72
% Change from 2013: +2.45%
Campaign Goal: $500,000.00
% of Goal: 96.95%
Angela Poirier, Peoples Trust Company
Special Events
Page 9
2015-2016 BOARD OF DIRECTORS
& Committees
Mary Lou Beaulieu– Governance
Stefanie Blouin—Resource Development
Chris Chagnon—Finance
John Chesarek– Finance
Patty Gale—Resource Development
Marilyn Grunewald—Community Impact
Danielle Lindley—Community Impact
Becky Manahan—Governance, Chair
Tina Mueller—Community Impact, Chair
Terri O’Shea - Governance
Sally Sargent—Resource Development
Casey Scandore—Finance, Chair
Rhonda Somers-Fletcher- Resource Development
Samantha Thomas—Community Impact
PRESIDENT
Tina Mueller
VICE PRESIDENT
Chris Chagnon
SECRETARY
Becky Manahan
TREASURER
Casey Scandore
BOARD MEMBERS RENEWING TERMS
For a 1 year term ending April 2016
Sally Sargent
For a 3 year term ending April 2018
Tina Mueller Rhonda Somers-Fletcher Chris Chagnon
NEW BOARD MEMBERS
For a 3 year term ending April 2018
John Chesarek
BOARD MEMBERS COMPLETING TERMS
Michelle Dow
2015-16 BOARD NOMINATIONS
Page 10
STATEMENT OF FINANCIAL POSITION
Franklin-Grand Isle United Way, Inc.
ASSETS
Unaudited Audited 2015 2014
CURRENT ASSETS
Cash and cash equivalents
255,667
261,161
Cash - restricted
31,838
22,443
Pledges and contributions receivable less allowance for uncollectible promises of $31,126 and $31,126
251,537
253,820
Other receivables
767
2,820
Prepaid expenses
3,596 4,601
TOTAL CURRENT ASSETS
543,405
544,845
BUILDING AND OFFICE EQUIPMENT, net
116,867
113,791
TOTAL ASSETS
660,272
658,636
LIABILITIES AND NET ASSETS CURRENT LIABILITIES
Payroll Tax Liabilities, Accrued Wages & Accounts Payable
9,190
8,600
Deferred grant & fiscal agent revenue
15,708
25,208
TOTAL CURRENT LIABILITIES
24,899
33,808
NET ASSETS
635,373
624,828
TOTAL LIABILITIES AND NET ASSETS
660,272
658,636
Page 7
United Way believes that everyone deserves to have a job which allows them to provide for their family and save for their future. We envision a community where all households may achieve their goal of becoming self-sufficient. Franklin-Grand Isle United Way volunteers and investors support programs that help neighbors on the path to financial stability through a number of different strategies and programs that:
• Ensure basic needs are met - this may include emergency assistance, housing/shelter, food assistance, disaster response, & information and referral programs
• Work to develop affordable housing • Increase job skill training & employment opportunities • Provide financial education
INCOME
Food Shelves Unite! This year Franklin-Grand Isle United Way, with the help of interns Rose Johnson and Jennifer McAllister, was able to convene several regional food shelf meetings. These gatherings were found to be so useful and informative by our partners working in the area of food insecurity, that United Way now facilitates an ongoing series with local speakers and experts on relevant topics. These food shelf meetings have grown in size and scope, and with the help of Hunger Free Vermont, United Way has begun the work of building a local Hunger Council to address these issues and concerns, with representation from around the region.
Operation Happiness 2014 was another great year for Operation Happiness. Satellite loca-tions around the region expanded their capacity, and over 1,100 families were served throughout every town within our two county region. Thank you to Operation Happiness organizers Sally Sargent, Karin Berno, and Marilyn Billings, pictured at right, for coordinating this ongoing community holiday program.
Tax Assistance Beginning in 2012, our United Way and others across the country partnered with Walmart to offer tax assistance software at no cost to income eligible residents. Through our website, residents were able to access a user-friendly program and file both state and federal re-
turns. Our hope is to increase utilization of the Earned Income Tax Credit, which is a benefit for working people who have low to moderate income.
FUNDED PROGRAMS
Page 10
STATEMENT OF FINANCIAL POSITION
Franklin-Grand Isle United Way, Inc.
ASSETS
Unaudited Audited 2015 2014
CURRENT ASSETS
Cash and cash equivalents
255,667
261,161
Cash - restricted
31,838
22,443
Pledges and contributions receivable less allowance for uncollectible promises of $31,126 and $31,126
251,537
253,820
Other receivables
767
2,820
Prepaid expenses
3,596 4,601
TOTAL CURRENT ASSETS
543,405
544,845
BUILDING AND OFFICE EQUIPMENT, net
116,867
113,791
TOTAL ASSETS
660,272
658,636
LIABILITIES AND NET ASSETS CURRENT LIABILITIES
Payroll Tax Liabilities, Accrued Wages & Accounts Payable
9,190
8,600
Deferred grant & fiscal agent revenue
15,708
25,208
TOTAL CURRENT LIABILITIES
24,899
33,808
NET ASSETS
635,373
624,828
TOTAL LIABILITIES AND NET ASSETS
660,272
658,636
Page 7
United Way believes that everyone deserves to have a job which allows them to provide for their family and save for their future. We envision a community where all households may achieve their goal of becoming self-sufficient. Franklin-Grand Isle United Way volunteers and investors support programs that help neighbors on the path to financial stability through a number of different strategies and programs that:
• Ensure basic needs are met - this may include emergency assistance, housing/shelter, food assistance, disaster response, & information and referral programs
• Work to develop affordable housing • Increase job skill training & employment opportunities • Provide financial education
INCOME
Food Shelves Unite! This year Franklin-Grand Isle United Way, with the help of interns Rose Johnson and Jennifer McAllister, was able to convene several regional food shelf meetings. These gatherings were found to be so useful and informative by our partners working in the area of food insecurity, that United Way now facilitates an ongoing series with local speakers and experts on relevant topics. These food shelf meetings have grown in size and scope, and with the help of Hunger Free Vermont, United Way has begun the work of building a local Hunger Council to address these issues and concerns, with representation from around the region.
Operation Happiness 2014 was another great year for Operation Happiness. Satellite loca-tions around the region expanded their capacity, and over 1,100 families were served throughout every town within our two county region. Thank you to Operation Happiness organizers Sally Sargent, Karin Berno, and Marilyn Billings, pictured at right, for coordinating this ongoing community holiday program.
Tax Assistance Beginning in 2012, our United Way and others across the country partnered with Walmart to offer tax assistance software at no cost to income eligible residents. Through our website, residents were able to access a user-friendly program and file both state and federal re-
turns. Our hope is to increase utilization of the Earned Income Tax Credit, which is a benefit for working people who have low to moderate income.
FUNDED PROGRAMS
Page 6
The United Way 2014-15 campaign year was certainly a fun one, with local heroes emerging throughout the year. United Way volunteers were empowered as they pre-sented in capes and masks, and community members enjoyed the opportunity to reveal their inner superheroes!
The campaign kicked off, led by a great committee of supporters, as United Way hosted a fun run with
heroes of all ages making their debut. The pacesetting school campaigns got us off to a great start, surpassing their goal of $10,000. A few area principals graciously joined in
on the superhero action. Local businesses supported United Way by raising over $140,000 and we know there are no shortage of caped crusaders in this very giving community!
Employee giving through workplace campaigns, (a vital part of United Way fundraising), brought in over $215,000 in annual sup-port for our region. Mylan employees broke their own record, with a generous corporate match and year-round event sponsorship sup-port as well. In total, this community partner was able to donate over $72,000 to benefit residents right here in Franklin and Grand
Isle Counties.
Our friends at Northwestern Medical Center were definitely in the superhero spirit! The hospital always seems to find a way to have fun with their United Way campaign. Support for our mission and the community by NMC employees and leadership is truly amazing!
Hundreds of generous individuals made charitable do-nations this year totaling over $30,000- giving and car-
ing for ones friends and neighbors is what makes this such a special place to live. Thanks to Tim & Denise Smith for not only their own generous giving, but offering to represent what it means to be a local hero by agreeing to be photographed for our campaign mate-rials!
Special events filled the calendar, and raised over $96,000 and opened the door to some new caped crusaders to add to our growing list! This year we had our first ever Shoe Drive (still ongoing!) which has brought in over 1,000 pair of shoes to date. These shoes join with a global effort to repurpose materials, provide a local fundraising opportunity to support a Youth Center project, and help clean out local closets!
A special thanks goes out to a strong United Way Board of Directors and amazing
A “SUPER” YEAR IN REVIEW
Frank Calano, Principal Georgia Middle School
Leon Berthiaume, St Albans Cooperative Creamery
Betty Lumbra Community Volunteer
Tim & Denise Smith
Page 11
STATEMENT OF ACTIVITIES
Franklin-Grand Isle United Way, Inc.
Finance
The Franklin-Grand Isle United Way financial statements
and practices will be audited for the period ending
3/31/15 by the accounting firm of A.M. Peisch. Upon
completion, the audited report may be reviewed at the
United Way office located at 48 Lower Newton Street in
St. Albans.
Local Superheroes (from left to right) Domenico (Mimmo) Spano Jonathan & Marilyn Billings Robert Ostermeyer Darrin Ries & Bill O’Connor Tim Viens UW’s Drena Voyer, Kelly LaPlume from NEFCU & United Way Director- Sally Bortz
Unaudited Audited
2015 2014
PUBLIC SUPPORT AND REVENUE
Pledged contributions 330,469 318,969
Pledged contributions through other United Ways 57,363 67,615
Donations in kind 33,056 52,987
Grant revenues United Way Programs 2,900 -
Fiscal Agent Income (includes Grants) 46,790 42,874
Special event revenue 107,331 86,555
Miscellaneous income 2,531 5,529
Interest income 1,053 1,113
Rental income 19,550 18,650
Tenant Fees 3,251 492
Administrative Fees 1,379 1,251
TOTAL PUBLIC SUPPORT AND REVENUE 605,673 596,035
EXPENSES
Program services 484,990 516,490
Administration 59,014 60,972
Fundraising 51,124 52,696
TOTAL EXPENSES 595,128 630,158
CHANGE IN NET ASSETS * 10,545 (34,123)
NET ASSETS AT APRIL 1 624,828 658,951
NET ASSETS AT MARCH 31 635,373 624,828
* Change in Net assets includes $9,911 deferred revenue from prior year relating to Operation Happiness
82.1%
9.4%8.5%
Functional Expenses
Program Services
Administration
Fundraising
Page 12
Alburgh Community Educational Center FedEx Lake Champlain
Transportation
A.M.Peisch & Company Folsom Educational & Community Center Marsh Inc. St. Albans Cooperative
Creamery
Allstate Food Science Merchants Bank St. Albans Free Library
Aon Insurance Managers Franklin County Home Health Agency
Missisquoi Valley Union High School St. Albans Messenger
Asten Johnson Franklin County Industrial Development Corp. Morgan Stanley St. Albans Town Educ. Center
AT&T Franklin County Rehab Center Mylan Technologies St. Michael's College
BFA/NWTC- St Albans Franklin West Supervisory Union N.O.T.C.H. Symquest
BFA-Fairfax FGI United Way Nationwide TD Bank - Highgate Plaza
Blodgett Supply Co. Future Planning Associates Neagley & Chase Construction TD Bank - Enosburg
Burlington Int'l Airport General Electric Company New England Air Systems TD Bank- St Albans
Burlington Telecom Georgia Elementary/Middle School
New England Federal Credit Union TD Bank - Richford
Care Partners Adult Day Center Grand Isle School North Hero Elementary School TD Bank - Swanton
Cargill Animal Nutrition Green Mountain Power Company
Northwestern Counseling & Support Services
The Community Health Center
Champlain College Hackett Valine & MacDonald Northwestern Medical Center TJX Companies
Champlain Housing Trust Hannaford - St. Albans NRG Systems, Inc. Union Bank Champlain Valley Agency on Aging Hannaford - Enosburg Paquin Motors, Inc. United Way of Chittenden
County City of Burlington Hannaford - Swanton PayData Payroll Services University of Vermont
City of St. Albans Hannaford - S. Burlington Peoples United Bank UPS, North New England
Comcast Highgate Elementary School Perrigo Nutritionals VT Energy Investment Corp
Competitive Computing Howard Center for Human Services Pfizer Inc. Vermont Federal Credit Union
CVOEO IBM Polhemus Vermont Gas Systems
Dinse Knapp & McAndrew Isle LaMotte Elementary School Price Chopper Vermont State Employees
Engelberth Construction, Inc iSystems Real Page Vermont Housing Finance Agency
Fairpoint Communications JCPenney Rhino Foods VT Student Assistance Corp
Farrell Distributing Johnson Lambert & Company Rock-Tenn Company Vermont Systems
Federal Gov’t Employees Key Bank Shaw's Supermarket Village of Essex Junction
UVM Medical Center Care Lake Champlain Chocolates Simplex Grinnel Visiting Nurse Association
EMPLOYEE GIVING
Thousands of employees working in Franklin, Grand Isle, and Chittenden counties
support the Franklin-Grand Isle United Way. Northwestern Counseling & Support Services Leadership Team
Page 5
EDUCATION Our aspiration is that all youth in Franklin and Grand Isle Counties will have multiple opportunities to learn, which will help them achieve their potential. Therefore, we invest in initiatives and programs that encourage creativity, nurture natural curiosity, and help develop protective factors so youth can succeed. United Way is currently focusing on three primary are-as to support education in Franklin and Grand Isle Counties:
• Ensuring all children are ready to enter school • Identifying supports to stay on track • Planning for success in work, college and life
EVENTS AND INITIATIVES
Regional Truancy Project In 2011, Franklin-Grand Isle United Way funded programming led by the Community Justice Center of St. Albans that took a holistic approach to excessive absences, by engaging the entire family in a conference setting. Through this initiative a larger grant was secured, and a lo-cal Prevention Policy Board was formed which met regularly at United Way. The grant work was completed in 2014 and new and consistent proto-cols around truancy were developed throughout our area as a result of this work.
Learning United This year’s event featured representation from many of our funded partners, for a fantastic Kids Fair, with 12 interactive educational sta-tion, free food, and fun for all. With some local superheroes on hand including George DeCell as Batman and Jonathan Billings as Captain America, over 100
children and their families attended this great St Albans event sponsored by Mylan Technologies.
Fill the Bus This year, with the help of the Ben & Jerry’s Foundation and our local Walmart, shoppers were able to “fill the bus” with much needed supplies! Working alongside ten area schools, United Way was able to ensure that local students in need received the tools necessary to start the school year off right.
Big Shabang This year marked the first time United Way hosted the Big Shabang at Knights Point State Park in North Hero. With over 500 peo-ple in attendance, this family-friendly event was all about sharing infor-mation and local resources with a focus on healthy food and fun activi-ties for all ages. In partnership with Friends of Northern Lake Cham-plain, our theme, Healthy Kids+Healthy Lake=A Healthy Vermont!,
combined education and hands-on fun, making a great day for everyone. We plan to contin-ue offering this great opportunity on a biennial basis.
FUNDED PROGRAMS
Ryan Hansen, Manager St. Albans Walmart
The 2014 Big Shabang! in Grand Isle County
Page 4
HEALTH United Way believes a healthy region is a strong region, and our health under-pins our ability to thrive at home, school and work. We know how important it is to connect our most vulnerable neighbors with the resources they need to lead healthier lives. United Way funds are awarded to support programs fo-cused on health education/prevention and health treatment/services, including programs that:
• Increase access to healthcare • Foster safe community and homes • Encourage healthy choices
EVENTS AND INITIATIVES
Hungry Heart United Way continues the important conversations started in 2013 around opiate addiction and working with community members to address and understand the challenges of substance abuse. United Way works with the Franklin-Grand Isle Regional Community Opiate Addiction Workgroup– Preven-tion Coalition to explore local opportunities to educate and inform our commu-nities while helping youth build skills and resiliency to navigate and understand this complex and difficult issue.
Dodgeball 2014-2015 saw not one, but two dodgeball tournaments! Over 100 players came out each time to test their skills and have some fun while supporting the work of United Way. For three years running, Camp Rainbow, a day camp for children with Autism operated through North-western Counseling & Support Services, has staffed a championship team– taking home the trophy for yet another year. Are they unbeatable?
Community Partners Classic Golf Tournament Now in our ninth year, in partnership with Northwestern Medical Center and North-western Counseling & Support Services, the golf tournament contin-ues to be a great way to join with over 200 friends from the busi-ness community as we share a day outside enjoying Vermont and the Champlain Country Club. The 2014 Community Partners Golf Tournament was once again a fantastic event raising almost $47,000 to support United Way and these great partners.
FUNDED PROGRAMS
Page 13
A.N. Deringer, Inc. Perrigo Nutritionals & Perrigo Foundation Mylan Technologies Rock-Tenn Company Northwestern Medical Center Tyler Place Family Resort
$10,000 AND ABOVE
Franklin County Caring Communities New England Federal Credit Union Hackett Valine & MacDonald Peoples Trust Company John LeClair Foundation Hannaford Charitable Trust
$5,000- $9,999
$1,000- $4,999
CORPORATE LEADERSHIP GIVING
ENSURING BASIC NEEDS ARE MET
Franklin County Senior Center $ 7,000.00
F. G. I. Community Action $ 6,000.00
AFFORDABLE HOUSING
Transitional Housing at Samaritan House $ 9,500.00
FINANCIAL EDUCATION
Growing Money Program at CVOEO $ 7,000.00
JOB SKILL TRAINING & EMPLOYMENT
Adult Education at NWTC up to 5,000.00
Parallel Justice Program- St Albans Community Justice Ctr $ 6,000.00
Grant Funded Programs 2014-2015
Annual Award
EXPANDED ACCESS TO HEALTHCARE
C.I.D.E.R. $ 11,200.00 Case Management Champlain Valley Agency on Aging $ 8,000.00
Pediatric Palliative Care - Franklin County Home Health Agency $ 5,000.00 Meals On Wheels— Champlain Valley Agency on Aging $ 11,500.00
Care Partners Adult Day Program $ 5,500.00
Homemaker Program— Franklin County Home Health Agency $ 8,500.00
SAFE HOMES & COMMUNITIES
Voices Against Violence $ 10,900.00
Prevent Child Abuse Vermont $ 11,000.00
Franklin County Court Diversion $ 12,000.00
SUPPORTING HEALTHY CHOICES
Turning Point Franklin County $ 7,600.00
Maple Leaf Farm $ 4,000.00
Building Bright Futures $ 1,500.00
SCHOOL READINESS Child Care Resource Center $ 5,200.00 Get Ready in Nursery School -F.G.I. Bookmobile $ 10,000.00
STAYING ON TRACK Champlain Adaptive Mounted Riding Program $ 5,000.00 Camp Rainbow— Northwestern Counseling & Support Services $ 7,700.00 Foster Grandparent Program— United Way of Chittenden County $ 10,000.00 Franklin County 4-H Program $ 5,000.00 G.I. County Mentoring - G.I. County Community Services $ 2,000.00
CREATING CONNECTIONS Cornerstone Bridges Community Center $ 10,000.00 Lifeskills & Lost Arts— Fairfield Community Center & Bent Northrop Library $ 10,000.00
INC
OM
E
HEA
LTH
EDU
CAT
ION
Ben & Jerry’s Foundation Morris Switzer- Environments for Health Bernstein Global Wealth Management Northwestern Counseling & Support Services Cargill Animal Nutrition PC Construction Company CBA Blue Pfizer, Inc. Fairpoint Communications R.L. Vallee, Inc. Goldman Sachs St. Albans Rotary Club Holy Trinity Episcopal Church TD Charitable Foundation IBM The Running of the Bells Lisaius Marketing Total Home Center McDermott’s, Inc. Vermont Precision Tools Merchants Bank
Jill Berry Bowen, CEO Northwestern Medical Center
Angela Poirier, Chief Loan Specialist Tom Gallagher, President Peoples Trust Company
Page 14
THE MAPLE CLUB $500-$999
THE MORGAN CLUB
$1,000 and above
Individual & Employee Leadership Giving
Anonymous Donor Andrew F. Horr Barbara Salg Jill Berry Bowen Mahendra Hundal Greg & Sally Sargent William & Lori Coseo David & Katherine Hutchinson Matthew & June Sliva David & Erica DeBellis William Merrill Rusty & Deborah Spaulding Kent Eldridge Matt Noonan Meta Strick Veronica Fallon William L. O’Connor, Jr. Mike Sturm Martin & Rhonda Fletcher Kevin & Terri O’Shea Wade Taylor Jerry & Sherri Ford Joshua W. Partlow, CPA David A. Thompson Wallace H. Good, Jr. Ardelle Rich Richard B. Weisburgh John Hango Jeffrey Rimmer Mary Woodhouse, MD
Tricia Wunsch
Anonymous Donor Thomas Dukas Maria I. Mateus
Andrew N. Alling Dorothy Dunsmore Janet L. McCarthy
Gene & Jennifer Archambault Scott Eastman Robert Mildrum
Mary Lou Beaulieu Edward Farquhar Owen Milne
Marcel Begnoche James C. Farr Donald Mueller
Joel Benware Julian Ferris Mike & Lynn O’Brien
Jonathan & Marilyn Billings Elisabeth Fontaine, MD Joshua P. Parker
Munn Boardman, III Suzanne Gagnon Pamela Pedersen
Sally Bortz Uwe Goehlert, MD Luke Rainville
Jennifer Bouchard Kenneth & Judith Holzscheiter Tim Rich
Norman Boudreau Alan Humphrey Kevin Scheffler
Robert Bourdon Bruce Julien Ronald Schultz
Amy Brewer Edward Kissane Russell St. Gelais
Randy & Andrea Brock Dana & Judith Kittell L. Lowrey Sullivan, MD
Sean Brock Kenneth Kowalewitz Roger Thieken
Chadd Bushey David Kronoff Barbara Toof
David A. Bushey Mark Larivee Timothy J. Valley
Robert J. Bushey Don Lawrence Sharon Weisburgh
William Cain Sally A. Lawyer Donald & Nancy Wells
Elizabeth N. Casavant Eric J. Lemery David Yandow
Edna Chagnon Edward Longway Allen Yanney
John & Kimberly Chesarek Kristin J. Lukens-Rose Peter & Rosemary Zamore
Donna Corrigan Ted Mable Jonathan Zehnacker
Jennifer M. Cortez Kevin & Margaret Manahan Robert Zelazo, MD
Page 3
”
Income – Promoting Financial Stability and Independence
Health – Improving People’s Physical, Mental and Social Well-being
Education – Helping Individuals Achieve Their Potential
What is the mission and vision of the Franklin-Grand Isle United Way?
Our missions is to improve lives by connecting people and resources to find solutions to our area’s most pressing needs. Our vision is to have a community where all individuals and families are able to achieve their greatest potential through education, income stability and healthy lives.
What does United Way do?
• United Way raises, invests and leverages philanthropic contributions to benefit residents right here in Franklin and Grand Isle Counties
• We convene public/private partnerships with businesses, community members, government and non-profit organizations
• We mobilize community members to volunteer, learn more about local issues, take action, and make a real difference in their community
• We bring people together and connect all sectors of society around social and economic issues that are important to our region
• We hold ourselves accountable to this cause
Advancing the Common Good through Community Impact
United Way works to assess all of the needs in our area and then develops strategies to address those concerns. Our efforts include researching data around an issue, working with area coalitions to identify-ing gaps in service, developing new programs, and engaging community in education and awareness to help create lasting social change. This is Community Impact, and it takes us far beyond our traditional fundraising role. While United Way works to address root causes of important community issues for long-term, lasting change, we realize that there are individuals in who need our support right now, and we continue to fund a network of strong local services. We focus our work on the building blocks for successful lives and communities—access to quality Health, Income, and Education opportunities.
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Why LIVE UNITED? Because this is our community—our neighbors, our families, and our future. “
LETTER FROM THE PRESIDENT
TABLE OF CONTENTS
News & Events…………………………………………….....3-8
Board of Directors……………………………………………..9
Financial Information………………………………………10-11
Our Donors……………………………………………...…12-14
”
Dear Volunteers, Supporters, Partners and Friends: At this time of year, when our campaign comes to a close, we want to publicly thank and acknowledge all of you who give to our community through Franklin-Grand Isle United Way. It is with great pleasure that we offer this annual report, highlighting 2014-2015, our 35th year. Our campaign theme, “Be a Superhero for your Community”, encourages everyone to step up and make the world a better place. The key to being a superhero for your community is caring enough for others to want to make your com-munity a better place for everyone: sharing what you have and making self- sacrifice for the common good. We found that there are many, many superheroes among us. We have witnessed countless community heroes who care for others and improve lives throughout Franklin and Grand Isle Counties by volunteering, donating, advocating and serving. Some of the heroes I’d like to thank are the businesses, employees, and individuals who support our campaign each year. This year Mylan Technologies and its employees had a phenomenal campaign- increasing over 37% from last year. Key area employers such as Northwestern Medical Center, Perrigo Nutritionals, and Rock-Tenn Company con-tinue to increase their investment in our local communities through highly successful campaigns as well. This year over seventeen hundred employees, individuals, and local businesses from around the region donated to the Franklin-Grand Isle United Way, allowing our funded programs to help one out of every three members of our community. Thanks to your generosity and the tireless work of our non-profit partners, together we are building a brighter tomor-row. Please read this report for more information on how your gift improves lives right here in Franklin and Grand Isle Counties. I’d like to thank our hard working, flexible, and dedicated staff who made our work possible: Lori Coseo, Alex Lehning, Drena Voyer, and Sally Bortz. A special thanks to Sally, an amazing Superhero, who has worked at Franklin-Grand Isle United Way for ten years, the last three as Executive Director. Sally will be leaving in May, moving up-ward and onward. We will miss her strong and passionate leadership and appreciate how well she has positioned us for future success. Lastly, I’d like to thank our Board of Directors for their leadership and commitment. They are dedicated to our mis-sion and take their responsibility to our donors and community seriously. Like many nonprofits in today’s economic and social environment, we find it more and more challenging to raise funds and accomplish our mission. However, we are exploring ways to ensure our continued health and are optimistic about the future. We anticipate several changes in the upcoming year that will make our Franklin-Grand Isle United Way even stronger. It has been an honor to serve the community as President of the Franklin-Grand Isle United Way. I am grateful for the opportunity to be part of a community that demonstrates how to LIVE UNITED every day in so many ways. There tru-ly are superheroes among us. Terri O’Shea
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THE CLOVER CLUB
$250-$499
Richard Ballard John `Jody` Hancock, Jr. Charles P. Poirier Gary Bates Daniel F. Hardy Kristen Poston Dannah Beauregard James Heald Linda Prouty Olmstead Cindy Bedard John P. Heinlein Gordon Quilliam Jeff & Julie Benay Miles J. Herbert James E. Rivard Seth Berghorst Rob & Kelly Hirss Joshua Robtoy Mike Bibona Andrew Hoadley Peggy R. Rodgers Lori Bondesen Dave Horn Kim Rolfe Lise M. Brooks Sarah L. Hosack Sonya J. Royce Matthew Burgin John Jacobs William R. Sawyer Aleta B. Burns Steven Jacobs Alec Schroeder Claire Campbell Kattryn Kantorski Sandra A. Scott Mike Cantell Kathleen C. Keenan Stephen Sheldon Michelle Carner Doug King Agam K. Sheth Elaine Cashin Randall King Lynn Silk Jane Catton Eberhard Klaehne Steven Slagle Susannah P. Chamberlin Jacqueline L. Larivee Mike Smith Stephen D. Champney Patricia M. Lariviere Neal Smith David Charron Elizabeth Lavoie Chad Spooner Sue Chase Wendy Lawrence Jamie St. Gelais Phillip Condon Anne Lawson Siobhan K. Stout Jeremy Conley Diane M. Leach Joy Sylvester Tom Conley Kelly Leblanc Alan Teague Laurie Cosgrove Laurie L. Ledoux Carol Teague James Cunningham Danielle Lindley Donald Teague James W. Cushing Charles A. Loiselle Michael Teague Robert Danyow George Longway Lindsay Thieken Gary Deaette David MacCallum Dan & Patty Thompson David DeBellis John C. Mahoney William K. Thurber Andrew Dion Elizabeth Malone Louise Ticehurst Herb Dudley Becky Manahan Jill Torrey Mark Duso Amy Marchessault Darlene Tourville Adam A. Eisel Christie Martin Kathryn E. Towle Shawn P. Enterline Pamela Martin Monica Trombley Christopher J. Fiarkoski Robert A. Martin Matthew Tryhorne Angelo & Betty Finelli Matthew Christopher Massey Troy Turner Tim Fitzpatrick Karen McGovern Carl Vieta Michael J. Fournier Allan G. McLaughlin Sarah Vincent Stephania Fregeau Chad T. Montgomery William N. Wagner Marian E. Fritz Jeanne A. O`Bryan Tim Walsh Shane Garceau Rosaire Paquette John Waterhouse Susan J. Geraw Bruce Patenaude John Wetherby Steve Gleason Theresa Payne Sal J. Wiggin Karl Greenia Dennis M. Pease Heather Wilson Lorenzo Gutierrez Brian & Lisa Pelkey Travis Wilson Amy K. Gutswiller Dan Petherbridge Darlene Wright Tim Guziak Thomas Pfeiffer Richard Wyman Joseph Halko Jerry Pion Jeff & Jan Young
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P.O. Box 387P.O. Box 387P.O. Box 387P.O. Box 387
48 Lower Newton Road48 Lower Newton Road48 Lower Newton Road48 Lower Newton Road
St. Albans, VT 05478St. Albans, VT 05478St. Albans, VT 05478St. Albans, VT 05478
(802) 527(802) 527(802) 527(802) 527----7418741874187418
Non Profit Org. U.S. Postage
PAID St. Albans, VT Permit No. 37
2014201420142014----2015 Staff2015 Staff2015 Staff2015 Staff
Sally Bortz
Executive Director
Lori Coseo
Finance & Project Coordinator
Drena Voyer
Administrative Assistant
Alex Lehning
Resource Development Coordinator
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