® Green Mountain United Way Serving Caledonia, Essex, Orange, Orleans and Washington Counties of Vermont Annual Report for Fiscal Year July 1, 2013 to June 30, 2014 From the Executive Director Board of Directors 2013-2014 Green Mountain United Way completed this fiscal year with the knowledge that great strides are being made to assist children to be ready academically when entering preschool and Kindergarten. We also are proud to have helped hundreds of people become more financially stable and independent, and to have provided the information needed by many to live healthier lives. In addition, we continue to assist people with their basic needs through food drives, fuel assistance programs, free prescription drug discount cards, clothing distribution, goods and services, our Volunteer Network, and more. For a more detailed description of our activities this past year in each of our targeted areas of Education, Income, Health and Basic Needs, please see the full version of this annual report in the Media Center at www.gmunitedway.org. We invite you to read all about our programs and accomplishments for the people of Caledonia, Essex, Orange, Orleans and Washington Counties. On behalf of our Board of Directors, staff and, especially, the people we serve, we extend sincere thanks to all our supporters and welcome questions and suggestions so that we can better serve our communities. Nancy Zorn, EXECUTIVE DIRECTOR * = current Board member *Catherine Hamilton, Ph.D, President Blue Cross and Blue Shield of Vermont *Susan Kruthers, Vice President Central Vermont Medical Center *Stacy Pinardi, Treasurer Dartmouth Hitchcock Medical Center *Leah Baribeau, Secretary VT State Housing Authority Catherine Donnis, Retired Northfield Savings Bank *Carol Ellison, Heney Realtors Wanda French, Academy Mortgage Co. Robin Garbacik, VSECU *Karen Geraghty Geraghty, UVM Extension Michael Knight Bethany Lunn, VT State Housing Authority Kevin Lunn, Northfield Savings Bank Stephen Perkins, Norwich University *Margret Pinello-White, Blue Cross Blue Shield Tim Ross, Northfield Savings Bank *Dexter Rowe, Retired Media *Dawne Smith, Blue Cross Blue Shield of VT *Richard Theken, Retired CVMC *Phil Zunder Zunder, Retired, VT Agency of Human Services *Annette Young, People’s United Bank Staff Nancy Zorn, Executive Director Madeleine Roy Roy, Community Development & Marketing Director Nelson Baker Baker, NEK Community Impact Director Laurie Kelty Kelty, Executive Assistant Pamela Bailey Bailey, Administrative Assistant/Bookkeeper Michael Knight, Funding Resource Director WEBSITE: www.gmunitedway.org FACEBOOK : www.facebook.com/gmunitedway BLOG: www.gmunitedway.wordpress.com Office Locations Washington/Orange Office: Caledonia/So. Essex Office: Orleans/No. Essex Office: 963 Paine Turnpike N#2 Montpelier, VT 05602-9163 Tel: 802-229-9532 • Fax: 802-223-0273 E-Mail: [email protected] 1325 Main St. St. Johnsbury, VT 05819 Tel: 802-745-0101 E-Mail: [email protected] P. O. Box 33, 69 Main St. Derby Line, VT 05830 Tel: 802-647-2148 Email: [email protected] Green Mountain United Way Thank You On behalf of the people of Caledonia, Essex, Orange, Orleans and Washington Counties, served by Green Mountain United Way and its programs, we sincerely thank all who contributed to our annual campaign, volunteered hours of service helping us to achieve our goals, and advocated with us for the benefit of everyone in our communities. It is truly heartwarming to experience the giving nature that Vermonters have for each other and GMUW is proud to be a part of your lives. LEADERSHIP GIVERS Pinnacle ($10,000+) Pathfinder ($500 - $999) Anonymous (1) Anonymous (10) Dave Augustoni Kathryn Austin Wanda Baril Kenneth Beattie Carol Boucher Justin Bourgeois Thomas Briggs Linfield Brown Paul & Sandal Cate Charles & Ruth Chevalier Andy Clark John Coburn Richard Comtois Ken Couture Richard Daley Margaret Darrow Charles Daviau Judith Daye Michael Dempsey John & Dana Donaldson Joel Dube Stephen & Marty Feltus Terence Field Yvonne Garand Mack George Gardner-Morse Don George Pamela Getsie Peter Goodell Julie Goodrich Richard Haynes Carol Herring Susan Keenoy Richard Lord Kevin & Bethany Lunn Jose Madalengoitlia Ed Madison Michael McHugh Frank Michaud Robert Molinario David Molloy Peter Rawes Alban & Margaret Richey Tim Ross Ellen Rowe Craig Smith Richard Smith David & Nancy Spencer Lorna Swann Timothy Thody Marvin Trusty Chris Turley Chris Walker Kimberly Whitcomb Steven Wood Arthur & Nancy Zorn Challenger ($5,000 – $9,999) Anonymous (1) Thomas N. Pelletier Trail Blazer ($2,500 - $4,999) Anonymous (1) Johnnie Stones Ronald Piro Pacesetter ($1,000 - $2,499) Anonymous (2) Jane & Joseph Alper Deborah Balserus Ken Blessing Daniel Bridge Richard & Andrea Cate Sherry Doane Brian Egan Elizabeth Esmond Claudio C. & Brenda Fort Chris Gannon Greg Garone Dale Gilman Kevin Goddard Ruthellen Greene Catherine Hamilton Geoffrey & Shirley Harris David & Wilma Kelley Machejeski-Labounty Family Fund Richard Milius Tim Murray Paul Newton Steven Post Frederick & Eleanor Pratt Justin Wheating Kyle Wheeler John Wulff For the full July 1, 2013 to June 30, 2014 annual report, please visit www.gmunitedway.org ® Financial Statement For Fiscal Year ended June 30, 2014 STATEMENT OF FINANCIAL POSITION ASSETS Current Assets Cash Investments Accounts Receivable Prepaid Expenses Total Current Assets Fixed Assets TOTAL ASSETS 148,535 392,210 195,327 5,515 741,587 5,080 746,667 LIABILITIES & EQUITY Current Liabilities Accounts Payable 9,916 Payroll Liability 4,987 Accrued Vacation 13,224 Due to federal grantor 10,554 Allocations Payable 250,569 Prior Year Non Member Designations 246 Total Current Liabilities 289,496 Equity Fund Balances 457,171 Total Equity 457,171 TOTAL LIABILITIES & EQUITY 746,667 STATEMENT OF ACTIVITIES INCOME Campaign Other Revenue* Total Income EXPENSES Salaries & Benefits Professional Fees Supplies Other Operating Expenses* Total Expense NET INCOME 446,126 314,112 760,238 ▪ Worksite Campaigns ▪ One Time Corporate Donations ▪ Individuals ▪ Designations from other United Ways ▪ Special Events Total Expenses ▪ Education ▪ Income ▪ Health ▪ Basic Needs ▪ Administration ▪ Fund Raising 268,385 15,044 9,507 437,900 730,836 29,402 GMUW does not charge membership dues nor does it use professional fundraisers. A service charge is comprised of the yearly management and general cost of 3% and the yearly fundraising cost of 3% for a total of 6%. Amount raised: See Financial Statement, under INCOME, Campaign line. Sources of contributions: individuals in the public at large, business campaigns, corporate gifts, special events. How costs are covered: By deducting a service charge percentage from donations (see above). Financial statement and cost percentages based on FY 2013 – 2014 audit. Full audit available upon request. *Includes In-Kind Revenues and Expenses. Income by Campaign Area Green Mountain United Way extends sincere thanks and appreciation to Rick DiMeglio and L. Brown & Sons Printing, Inc. for the design and printing of this report. For the full July 1, 2013 to June 30, 2014 annual report, please visit www.gmunitedway.org Green Mountain United Way Committees July 1, 2013 – June 30, 2014 Executive Susan Kruthers, Central VT Medical Center Kevin Lunn, Northfield Savings Bank Tim Ross, Northfield Savings Bank Dawne Smith, Blue Cross and Blue Shield of Vermont Phil Zunder Zunder, Retired – State of Vermont Community Grant Awards for 2014 Education ORGANIZATION: PROJECT: Family Center of Washington Co. Home Visitor Program ORGANIZATION: PROJECT: Good Beginnings of Central VT Family Home Visiting & Support ORGANIZATION: PROJECT: V Vermont Humanities Council Never Too Early Program Community Impact Income Bethany Lunn, VT State Housing Authority Leah Baribeau, VT State Housing Authority Lori Belding, Northfield Savings Bank Joyce Cloutier Cloutier, VT National Guard Christina Goodwin, Home Share Now - Barre Susan Kruthers, Central Vermont Medical Center Carmele Quinn, VT 211 Susan Reid, Retired Renee Richardson, CVCOA Tim Ross, Northfield Savings Bank Pat Wheatley Wheatley, Retired – State of Vermont ORGANIZATION: PROJECT: AWARE Economic Empowerment Initiative ORGANIZATION: Central VT Community Action Council (now Capstone Community Action PROJECT: Financial Literacy & Job Skills Volunteer Income Tax Assistance ORGANIZATION: PROJECT: Washington Co. Youth Service Bureau Teen Parent Program Health ORGANIZATION: Finance Catherine Donnis, Retired – Northfield Savings Bank Matt Calhoun, Edward Jones – Montpelier Jason Lemery Lemery, Northfield Savings Bank Tim Ross, Northfield Savings Bank Helen Ruel, VSECU Funding Resources Dawne Smith, Blue Cross and Blue Shield of Vermont Catherine Hamilton, Blue Cross and Blue Shield of Vermont Morgan Adams, Edward Jones - Berlin Tim Barre, Northfield Savings Bank Beth Esmond, Blue Cross and Blue Shield of Vermont Wanda French, Academy Mortgage Co. Kevin Lunn, Northfield Savings Bank Tony Matz, Merchants Bank Diane McCormack, Northfield Savings Bank Jill McDermott, Blue Cross and Blue Shield of Vermont Margaret Pinello-White, Blue Cross and Blue Shield of VT Wendy Rea, Merchants Bank Annette Young, People’s United Bank Marketing Phil Zunder Zunder, Retired – State of Vermont Wanda Baril, Retired - GMUW Bethany Chenette, National Life Group Michael Knight, Vt Digger Tim Barre, Northfield Savings Bank Steve Perkins, Norwich University Dexter Rowe, Announcer, WNUB-FM, WCFR AM-FM Central VT Community Action Council (now Capstone Community Action PROJECT: Health Nutrition Program for Teen Parents ORGANIZATION: PROJECT: Cross Vermont Trail Association Building Community Trails ORGANIZATION: PROJECT: Maplehill School Farm to Table Program ORGANIZATION: PROJECT: RSVP Bone Builder Project ORGANIZATION: PROJECT: Wrightsville Recreation District Regular Physical Activity A full description of each funded project is available under Publications on our website. In addition, GMUW has provided designated funds to 68 other non-profit organizations. . Micro Grants Awarded in Fall 2013 and Spring 2014 (Micro Grants of $250 or less are for purchase of supplies and/or equipment.) AWARE, Hardwick, VT Faith in Action, Lyndonville, VT Twin Valley Seniors, East Montpelier, VT Barre Area Senior Center, Barre, VT Burke Senior Meal Site, West Burke, VT Coutts-Moriarty Camp, Derby, VT Green Mountain Performing Arts, Waterbury, VT For the full July 1, 2013 to June 30, 2014 annual report, please visit www.gmunitedway.org