Financials - Heat

Officers
Chairperson
Melanie DiLeo
- Citigroup
Vice Chairs
James H. Buford
- Urban League of Metro/STL
James Knight, M.D.
North County Surgical
Chair Emeritus
J. Kim Tucci
- The Pasta House Co.
President/CEO
Gentry W. Trotter
- MultiMedia PR Group
Executive Vice President
Kevin McGowan
- McGowan and Walsh
Vice President
Joe Pepe*
- Suburban Journals
Secretary/General Counsel
Atty. Norman S. Newmark
- Norman S. Newmark, P.C.
Corporate Treasurer
Atty. Richard M. Wise, CPA
- Wise, Reynolds & Scott, LLC
Assistant Treasurer
M. Michelle Ayala - TR,i Architects
Board of Directors
John Beck
- Emmis Communications
Grace Bumbry
- Opera Singer
Lee Clear
- Clear Channel Radio
Hon. Maida Coleman
- MO State Senator
Harold Crumpton (Ret.)
- MO-PSC
Beth Davis
- KYKY/KEZK
Tim Dorsey
- KTRS-AM
Dave Ervin
- KMOX Radio
Robert Wm. Fulstone
- AviMail Midwest Region
Chief Sherman George
- St. Louis Fire Department
Mary Ann Gibson
- Mozaic Group
Tim Gorline- MultiMedia PR Group
Paola Harrell
- Civic Volunteer
Todd Holtmann
- Mastercard International
Dr. Charlene Jones
- St. Louis Public Schools
Doris Jones
- Urban League of SCC
Douglas Jones
- Creative Juices
Kevin J. Jones
- St. Louis American
Lt. Governor Peter Kinder
- State of Missouri
John Kijowski
- Bonneville Radio
Spencer Koch
- KTVI-TV FOX 2
Bruce Kupper
- Kupper Parker Communications
Bill Lanesey
- KPLR-TV WB11
Steve Lemley
- Hardee’s Food Systems
Denise Liebel,
- Community Council/St. Chas. County
Carolyn Marty
- Suburban Journals
Gena M. Mayer - UMB Bank
Jason Miller
- Radio Disney
Chief Joseph Mokwa
- St. Louis Metro. Police Dept.
Reverend Earl E. Nance, Jr.
- St. Louis Clergy Coalition
Nancy Rice
- Vigilant Communications
Steven Roberts
- WRBV-TV/UPN 46
Catherine Skow
- Metro News Networks
Robin Smith
- KMOV, Channel 4
Thomas L. Tipton
- KDNL-TV, ABC 30
Kathryn Voskuil
- Charter Cable Advertising STL
Chair, Auxiliary
Donna Knight
Volunteer Chairs
Mandy Murphey, KTVI-TV FOX 2
Carol Daniel, KMOX, 1120 AM
*Pepe resigned in late 2005. He’s replaced by Carolyn Marty.
100% of your donation goes to the needy!
Mail
Make a tax-deductible contribution by mailing a check to:
Internet
Give with Mastercard and Visa ONLINE by going on-line at
Other
Drop-off a donation to any teller at a UMB Bank Center in MO/IL
Heat-Up St. Louis • c/o UMB Bank • P.O. Box 868 • St. Louis, MO 63188
heatupstlouis.org
Consider us in your will, and we will accept marketable securities as gifts.
Baby, It’s Cold Inside,
Heat-Up St. Louis
Be A Good Neighbor,
Check On Your
Neighbors
Annual
Report
to the
Community
Thanks so much to
all who donated your
time and money to
help us Heat-Up and
Cool Down St. Louis.
Your help is greatly appreciated!
Donna Knight, Melanie DiLeo and Mandy Murphey
Report Donated by:
MAK Printing
Graphics:
Photography: Barlow
Production & Gentry Trotter
Heat-Up St. Louis, Inc., c/o UMB Bank . P.O. Box 868, St. Louis, MO 63188
www.heatupstlouis.org • Resource Help Hotline: 314-241-7668
Fundraisers and Volunteers wanted: [email protected]
A message from the Chair
Annual Meeting 2005
Heat Up St. Louis, Inc. • Revenue & Budget Report for 2005 Annual Meeting (un-audited)
MELANIE MCVAY DILEO
CHAIRWOMAN, BOARD OF DIRECTORS
These have been trying and
demanding times for literally
thousands of qualified needy
household with elderly, disabled and small infants
throughout the St. Louis
region. Volunteer board members and our social service
partners continue to do the
best we can to meet those
increasing and challenging
demands. Since our inception,
our efforts have impacted more
than
70,000
individuals
throughout the St. Louis region.
Nowhere else in the St. Louis region is there an all-volunteer
energy assistance, not-for-profit-charity that includes as its obligations 1) a resource hotline 2) utility counseling and redress
referrals, 3) health and safety public awareness and education, 4)
advocacy and community outreach, 4) women’s auxiliary, and 5)
strong donated media support.
100% of all administrative costs are underwritten, so that every
cent helps the needy. This in itself is unique. Our corporate sponsors and board members are to be saluted for their ongoing commitments. We thank literally thousands of donors who have
made donations to Heat-Up St Louis or Cool Down St. Louis, or
both. Your donation has great service value with us, because
100% of all donations are used exclusively for servicing the qualified and most needy. When your energy assistance donations are
tight, please consider us above all others and know that our volunteer effort is making a difference.
We would like to take this time to thank our social service and
community action partners in more than 16 Missouri and Illinois
counties, including the City of St. Louis. The winter months are
often gripping cold and can be deadly and costly to personal
property. In the summer, we continue to work very hard as vascular surgeon Dr. James Knight, and St. Louis Fire Chief Sherman
George, co-chairs of the charities’ health and safety committee
continue to take a leadership role in education and public information.
Our distributions of energy assistance grants have internal
audit oversights. In addition, most of the social services provide
accountability through certified public accounting firms. Our
selection of these partnerships have years of expertise in qualifying applicants. Heat-Up St. Louis cooling and heating grants are
supplement, but in some geographical areas, the charity’s efforts
can be used as a primary source of funding. We’ve become the
region’s safety net.
We’re very fortunate in the balance of 2005 to have the opportunity to enter into a consumer protection arrangement with the
Missouri Attorney General’s Office. This partnership gives us an
opportunity to be the “watch dog” for recipients who may have
been ripped-off while getting a furnace or an air-conditioner
repaired. Our resource hotline consistently has consumers who
question what may appear to be utility irregularities with their
respective accounts.
The print and broadcast media play significant roles on various levels throughout the year. We credit our smooth day-to-day
operations to the pro bono efforts of Tim Gorline and Gentry W.
Trotter of MultiMedia PR Group.
Summer '04Winter '05
Cash Donations
In-Kind Donations
Interest Income
Total Inflows
869,815
468,605
209
$ 1,338,628
$
302,020
73,662
375,682
214,852
276,703
$
491,554
Allocations
Urban League
Urban League of Madison County
Urban League of East St. Louis
Northeast Comm. Action Agency**
Catholic Comm. Svcs.
Catholic Comm. Svcs. - Jefferson City
Loving Hearts
Comm. Action Agency (S.T.E.P.)
East MO Action Agency
South Central Comm. Action Agency
MO Ozark Community Agency
West Allied Kentucky Services
Salvation Army (City & others)
Catholic Urban Programs
228,050
59,350
3,500
114,800
42,500
9,400
17,700
128,900
39,100
3,500
6,500
1,000
101,600
50,500
$
806,400
103,100
8,000
28,000
9,000
5,500
2,000
35,400
6,500
62,500
14,900
$
274,900
69,600
2,500
24,500
6,500
4,000
33,400
47,000
18,500
$
206,000
Summer '04 - Winter '05 Fundraising
TENNIS BENEFIT
CARDINAL'S BASEBALL
RAMS/FIREFIGHTERS
SCHNUCKS' SCAN AND GIVE
HARDEE'S RISE AND SHINE
PASTA HOUSE' BUY A FLAME
HAPPY HOUR AT KASTLE
CITY UTILITY TAX GRANT
SUPERBOWL WEEKEND DRIVE
GENERAL DONATIONS/BOARD
Heat-Up St. Louis, Inc. (and Cool Down St. Louis) is a regional
non-utility, independent, all-volunteer, non-profit 501(c)(3),
energy assistance charity that focuses on helping area elderly and
disabled people, and low-income families, who can not afford to
pay their high delinquent home heating or cooling bills in about
16 Missouri and Illinois counties, including the City of St. Louis.
The charity is the safety net for area needy people, after all public, and utility funds have been exhausted. Heat-Up St. Louis
becomes the life-line in many instances.
The Allocation Committee distributes heating and cooling
Fiscal 2004*
Income
Total Allocations
The Mission
In addition, the charity provides public education and awareness on summer and winter health and safety issues.
Furthermore, the charitable group has a resource hotline providing utility counseling and referrals to area social service and community action agencies for those in need.
Since
Inception
Chief Joe Mokwa, KMOV's Robin Smith,FOX 2's Mandy Murphey and Fire Chief Sherman George
grants to partnering agencies with a reputation of professionalism and accountability. Heat-Up and Cool Down audit all of the
grants, and the agencies include an auditing process of its professional partnerships through certified public accounting firms.
Total
* Fiscal 2004 includes the Summer and Partial Winter Campaigns
** Covers three service centers in Lincoln, Warren and St. Charles Counties
3,000
10,000
30,000
10,000
50,000
5,000
1,200
92,000
5,500
8,300
1
$
215,000
History
Heat-Up St. Louis was founded in 2001, when natural gas and
home heating oil costs were at an
all-time high. The charity began
to advocate for affordable utility
costs and testified before various
regulatory agencies. At the same
time, there was an informational
void and a lack of consistently
strong advocacy in the region.
Area social service agencies, fuel
funds and utility-run charities
refused to discuss the realistic
results of being without home
heating or cooling. The Heat-Up
and Cool Down charities began
their public education programs,
providing health and safety information. This documents that
unanticipated health-related illnesses and deaths are often associated with needy households
without a home heating or cooling source.
Management and Board of Directors
volunteer board, and some corporate sponsorships, 100% of
every dollar donated is used
strictly for servicing the needy.
FOX 2's John Pertzborn, Rev. Earl E. Nance, Jr. and KMOV's Robin Smith
2005 Annual Meeting of Heat-Up St. Louis, Inc.
Heat-Up St. Louis and Cool
Down St. Louis are run by a fully
constituted 46 member, all-volunteer board of directors. No
director is allowed to accept
compensation for his or her
services.
There are more deadly home
fires during the months of
November through February
than any other time period
throughout the year. The victims
are often the elderly, disabled
and small infants. The increase in
home fires resulting in fatalities is
frequently documented by the
use of unsafe methods of heating
homes. Space heaters for
instance are used unwisely as
primary sources for warmth.
The St. Louis region repeatedly suffers from smothering and
humid summers. The victims
who are held hostage by high
utility bills are small infants with
various ailments, the elderly and
routinely the disabled. The elderly and disabled people are often
afraid of high electric bills, so
refuse to turn on their air-conditioners. Many fall victim to serious aliments and often death.
After they are rescued or their
bodies removed from a home or
an apartment it has noticeably
surfaced that windows were
closed.
Several years ago in cooperation with some retailers and area
congregations of various faiths,
The board of directors has
staggered terms. Anyone can be
considered by the board for volunteer membership by merely
e-mailing their resume to
Nominating Committee, c/o
[email protected].
A
Board member has an obligation to make at least one cash
donation in any amount during
the calendar year and be willing
to serve on at least one committee. The board of directors operates under Roberts Rules of
Order. Each member must also
sign a conflict-of-interest form.
The Board of Directors meet
at least twice a year, including
the annual business meeting
scheduled each June. In the
absence of the full board of
directors, the executive committee is empowered to make
decisions with the exception of
electing officers or members to
the board. The president of the
board of directors handles the
day-to-day operations and
makes executive decisions in
counsel with members of the
executive committee. The president is also the chief executive
officer and the title is accepted
on a pro bono basis.
Heat-Up St. Louis, a unique
regional concept without a
check-off
method,
solely
depends on direct donations,
both small and large. Donations
to Heat-Up St. Louis are taxdeductible. The organization
partners with bi-state area community action and social service
agencies in Missouri and
Illinois. The agencies qualify
potential recipients and distribute air-conditioners, primary or
supplemental cooling and heating grants on behalf of HeatUp/Cool Down. Because all
administrative costs are underwritten by members of the all-
Heat-Up St. Louis accepts
marketable securities in the
form of donations. In addition
anyone can consult their estate
planning attorney to legally
include Heat-Up St. Louis in
their will or trust, etc. Heat-Up
also accepts utility grants from
municipalities through a contractual agreement. Throughout
the calendar year, Heat-Up St.
Louis sponsors various special
event fundraising projects to
engage the general public.
Heat-Up/Cool Down Activities in Review
Photo’s from
left to right Top Row:
Steamers Players
Cynthia Jordan
and Y-98's Guy
Phillips
Rev. Earl Nance, Jr., Carolyn Marty, Melanie DiLeo and Steve Lemley
Cool Down St. Louis instituted a
"Be A Good Neighbor, and Check
On Your Neighbors," community
outreach campaign. Donated
new air-conditioners or used, in
good working condition have
aided needy seniors, and the disabled --- resulting in healthier
and safer summer months.
The print and electronic
media have played a pivotal
role in disseminating information directly related to Heat-
Up St. Louis and Cool Down
St. Louis. With unprecedented
media support, lives are being
saved, and households in need
are being directed to neighborhood venues for energy
assistance throughout the St.
Louis region. Prior to the
entrance of both Heat-Up and
Cool Down to the energy assistance marketplace, utility
firms provided infrequent and
insignificant "where-to-howto" paid messages.
The social service and community organizations with paid staff
-- different telephone numbers
and specific service territory coverage, couldn't always address
more regional and broader
media needs. Over several years,
Heat-Up St. Louis eventually
emerged in the leadership role of
being a one-stop-shop for
regional energy assistance, information, referrals, utility heating
and cooling readdresses for
abuses or irregularities.
President George
W. Bush lauds
Gentry Trotter
Bottom Row:
Mo. Lt. Gov. Peter
Kinder
Bruce Kupper,Rev.
Earl E. Nance, Jr.,
"Smash," Melanie
DiLeo and Kevin
McGowan
Chief Sherman
George and Dr.
James Knight
Special Event Involvements
The annual Hardee's Rise and Shine for
Heat-Up fundraiser takes places each February,
before or after Valentine’s weekend. It involves more
than 400 volunteers, including civic, political, business
and media types who sport aprons and serve as celebrity greeters in area Missouri and Illinois Hardee's
restaurants. Customers purchase Sausage and Egg
Biscuit sandwiches for the special price of $1.00, and
the entire amount is donated to keeping area needy
people warm. The greeters also collect small donations
in their aprons. This is a media neutral community
service event.
Schnucks Scan and Give to Heat-Up St. Louis
is an annual program executed through the supermarket chain in January through Super Bowl weekend.
The fundraiser gives shoppers at the Missouri and
Illinois stores a chance scan a $3 or $2, or both
coupons onto their grocery bills.
The Rams Boot Out Old Man Winter and
Heat-Up St. Louis fundraiser has more than 200
volunteers from the business and media communities
who are decked out in bright yellow caps (donated by
Citigroup) at downtown area tailgate parties, inside and
outside of the Edward Jones Domes before, during, and
after the enthralling Rams’ games.
Super Bowl/Heat Weekend: Area congregations
of various faiths come together each Super Bowl weekend for a special Super Heat Weekend Collection. The
drive ends at the end of March. Congregations of all
denominations were asked to take up special collections to help needy people with their heating bills.
Though many churches are facing difficulties with their
own heating bills, the collection has modest participation with significant growth potential.
These are the kinds of
grass-roots fundraiser efforts
which engage the public in the process
of giving and helping their less fortunate
neighbors…neighbors who are surviving on fixedincomes or have temporarily fallen on hard times.
Many are first time recipients of local energy assistance.
Cool Down St. Louis
Night at Busch is routinely a three-day game series
where more than 200 civic,
business and media volunteers come out and ask generous Cardinals fans to help
the elderly and disabled people with their electric bills, or
the purchase of a new air-conditioner. The event co-sponsored
by the St. Louis Cardinals, began
several years back with the late
Cardinal pitcher Darryl Kile acting as campaign chairperson. Almost 70 volunteers from the
social service and community action agencies, plus most recently pitcher Matt Morris pitched for
cooling assistance dollars.
Many of the elderly and the disabled are making difficult
choices between heating and eating. The next step for the
working poor may be forced homelessness -- because the utility bills take a large piece of their thinly stretched household
budget. They struggle each winter and summer with rent,
prescription drugs, food and utilities – life’s essentials.
Those who can’t juggle their
limited resources are often left out
in the cold - literally.
Best Buy and Public Help
Cool Down St. Louis:
Best Buy on several occasions has donated more
than 300 brand new air-conditioners. In addition, the
general public has donated
more than 400 new, and used
in (good working-conditioned)
units. Retailers and the public
are welcomed to call the resource
hotline year round for pick-up or
drop-off. The charity and partners
reserve the right to reject a unit, based on its condition.