Change Starts Here
Transcription
Change Starts Here
Change Starts Here Annual Report 2013 Change Starts Here How we are DRIVING Change! The United Way’s mission is to improve lives and build community by engaging individuals and mobilizing collective action. Message from the Board Chair and Executive Director: Through generous gifts of time, talent and treasure this past year, thousands of Central and South Okanagan and Similkameen residents created enormous impact to help kids be all they can be, build strong and resilient communities, and lift people from poverty to possibility. A focus of this year’s campaign was to increase community participation in the United Way, and we asked what could be achieved if simply one more percent of our local population became engaged in our impact mission. We are striving to measure success not only in dollars raised, but in positive changes made. And collectively we created amazing impact in 2013. For example, the total number of projects completed through the Day of Caring program increased by 9%, and for the first time was offered to organizations in the South Okanagan. These efforts contributed an in-kind value to Board of Directors 2013-2014 Bruce Olsen, Chair Alison Moscrop, Past Chair Bob Brown, Past Chair Darcy Haw, Treasurer and Vice Chair Janet Lawrence, Community Investment Committee Chair Anne Kirkpatrick, Resource Development Committee Chair 2 James Paterson Carol Gordon Laura Myles Karen Erickson Andrew Pritchard Laura Thurnheer Greg McGowan Kathy Conway Heather Pesta Victor Narynskyyi Bruce Olsen Board Chair the community of over $159,000. The overall participation increase in the number of volunteer hours contributed to the United Way and the community was 13%. Plus there was an overall increase in the number of donors, and total dollars raised to be invested in community impact this year was $1.2 million. Thank You to all of our volunteers who assist us in many different ways such as our Board of Directors, Resource Development and Community Investment Committees, Community Impact Teams, Campaign Cabinet, Special Event Ambassadors, Office Support, Days of Caring Ambassadors and GenNext!!! All of YOU make United Way successful in our communities. Together we are YOUnited!! The stories and demonstrations of impact are highlighted throughout this Annual Report. It is all possible thanks to our dedicated Board Directors, the expertise and talents of our staff members, the passion and alacrity of our many volunteers, and generosity and spirit of each donor. Together, we make change start here. The 2nd Annual Drive Thru Breakfast in Penticton was hosted by the Penticton Lakeside Resort, and with a generous promotion and contribution by Skaha Ford and Penticton Kia, raised $11,421! Bruce Olsen, Board Chair Marla O’Brien, Executive Director Marla O’Brien, Executive Director Avril Paice, Director of Community Investment Jennifer Park, Director of Resource Development Judy Doucette, Director of Finance Riley Gettens, Director of the Maxine DeHart’s 16th Annual Drive Thru at the Ramada Lodge was one of the largest and most successful ever, selling out 1,500 bagged breakfasts and garnering $41,057! South Okanagan office (Feb – July) Angela Pomeroy, Development Associate Amanda Turner, Success By 6 Coordinator Nathan Pinfield, Administrative Associate Thanks to the Canada Summer Jobs Program: Summer students Anureet Gill and Miranda Tumbach United Way 2013 Annual Report 3 In the Central and South Okanagan Similkameen, our Community Funds supported: United Way is more than just a funder... Impact United Way does a lot more than provide funding to charities. We are a movement to create change in communities through partnerships on priority issues, and funding is just one of several strategies we use to do this. Other strategies include leading community initiatives, mobilizing volunteers, leveraging resources, advocating, and supporting organizations through our programs. BrainTrust Canada Association Building Healthy Families Society Canadian Mental Health Association – Central and South Okanagan Canadian Red Cross – Central Okanagan Child Development Association Central Okanagan Elizabeth Fry Society Central Okanagan Hospice Association Canadian National Institute for the Blind Community Recreational Initiatives Society Desert Sun Counselling & Resource Centre Dragonfly Pond Family Society Hands in Service John Howard Society of the Central and South Okanagan Similkameen Kelowna & District Share Society Kelowna Child Care Society Kelowna Community Resources Kelowna Family Centre Kelowna Women’s Shelter Meals on Wheels Penticton NeighbourLink Summerland NOW Canada Okanagan Boys & Girls Clubs Pathways Abilities Society Peachland Wellness Centre Penticton and District Community Resources Society Penticton Discovery House Pets and People Visiting Society Project Literacy Kelowna Society Reach Out Youth Counseling Seniors Outreach Services Society South Okanagan Similkameen Brain Injury Society South Okanagan Victim Assistance Society St John Ambulance – Pet Therapy Program Summerland Asset Development Initiative The Arthritis Society Westside Health Network ● Completed a total of 72 Day of Caring projects, matching groups of volunteers from local companies to service projects at community organizations. ● Distributed over 11,000 emergency transportation vouchers to community organizations so they can provide bus tickets to clients with no other safe access to transportation. ● Acted as a clearinghouse to connect over 150 nonprofits with professional skill sets, volunteer labour, media relationships, and recycled office and computer equipment. ● Supported the work of Success By 6 and Better At Home throughout our region. These are province- wide programs funded by the BC Government and Credit Unions of BC (SB6) to ensure children up to age 6 get the best possible start in life and helping seniors live independently and safely in their homes through non-medical support. All that kids can be means that children and youth are: ● Engaged in learning ● Connected and involved in their communities ● Supported in physical and emotional well-being Strong communities are where people are: ● Involved in their communities ● Supported in personal well-being and safety ● Connected to supports 4 Poverty to possibility means we support: ● Housing stability ● Employment and financial security ● Food security All that kids can be Poverty to possibility Healthy people, strong communities 3 Strategies for Changing Lives United Way 2013 Annual Report Youth Initiative Grants, supported by Interior Savings and Telus ● 12 grants totaling $12,500 Central and South Okanagan During 2013-14, in addition to our funding programs, the United Way: Where we invest to create Impact: Impact and Special Reserve Grants: 5 Day of Caring Grants, for supplies for Day of Caring projects ● 9 grants totaling $3,760 Sponsorship of the Okanagan Volunteer ● Opportunities Fair $1,000 Impact Projects in the Central and South Okanagan Similkameen ● 14 grants totaling $33,230 Prospective New Community Partner Grants for Karis Support Society and Inn from the Cold $16,000 Emergency Grants for the Penticton Boys and Girls Club and CMHA, Penticton $4,618 Change Starts Here United Way 2013 Honour Roll ! u o Y Thank McGrath, Vince Marshall, Rupert Martens, Michael Mathieson, Cynthia Metherell, Joni Mitchell, Paul Montford, Ian Mooney, Wendy Mortenson, Bud Moscrop, Alison Murdoch, Don O’Brien, Andrew & Marla Oliver, Richard Olsen, Bruce Orban, Steve Paterson, James Paterson, Jim & Diane Pesta, Heather Phung, Thi Ruby Pullen, Quinton Quaal, Aleta Ramsay, James Randall, Rebecca Real, R. Reiss, Lucy Riva, Donald Robins, Jennifer Saari, Ryan Sanders, Brian Scott, Rick Seigel , Dr. Stuart Shakespeare, Michael Sirois, Diane Skrapek, Richard Smith, Bruce Smith, Robin Speiser, Scot Spencer, Rhys Standen, Robert Stang, Sarah Stef, Carl Stevens, Dr. Holly Stevens – Cross, Leslie Stewart, Richard Teetzel, Ian Thomson, Mr. Donald Thurnheer, Laura A. Thurston, Matt Tracey, Doug Turri, Don Tyner, Ross Vernon, Alanna Ward, Kim Wells, Susan Wilson, Ruth Wilson, Sharon Woodward, Peter Yee, Kelly Zuckerman, Carol Zuschtok, Tony Zvonarich, Sheila United Way 2013 Honour Roll Donations of $5000 + Adria, Robert & Kim Armstrong, Sean Budd, Tom Ibbotson, J. The Colin and Lois Pritchard Foundation The Priebe Family Foundation Rea, Glen $2500 - $4999 Arsenault, Theresa Bailey, Angela BURNCO Family Foundation Hamilton, Brent Kellert, Barbara Laloge, Ken Nelson, Jeff Nelson, Dr. Louise Newby, Robert Rizzo, Mike Schultz, Rodney White, Chris $1000 - $2499 United Way gives thanks… …to Honourary Chair Mike Roberts Mike Roberts has been a steadfast advocate and volunteer for the United Way for almost 3 decades. Though he retired from his professional role as Global Okanagan’s “very own” weather forecaster last fall, Mike still committed with enthusiasm to his Honourary Chair role for the campaign, acting as MC at Kick-Off Breakfasts and Spirit Awards celebrations in Kelowna and Penticton. We are so appreciative, Mike, for all your dedication and advocacy of the United Way in your community! Abel, Barry Anderson, Leslie Appleton, John Arkle, Nicholas Babcock, Sharon Bailey, Mary-Louise Barnes, Glenn Baron, Mark Basso, Dan Beames, Judge Alison Bennett, Steve Berg, Dr. Darren Bernier, Kris Bilawchuk, Kathryn & Wayne Borring-Olsen, Karen Bracken, Rusty & Bev Brown, Bob Burnett, Clarke Buszard, Deborah Bye, Murray Cameron, Lorraine Campbell, Peter Carr, Andrew Cattani, Edward Chamberlain, Dr. Grant Chrenek, James Church, Lloyd Conway, Kathy & Michael Cousins, Curtis Crowley, Mike Darnell, Sue da Silva, Deborah DeHart, Maxine & Chris Dickie, Mark Dolson, Joan Drapak, Tammy Driscol, Joseph Edwards, Debbie & Terry Erickson, Karen Fabris, Mary Feist, Diane Fine, Robert Fisette, Raymond Flannigan, Mary-Jane & Terry Fleming, Stephen Fort, Don Fraser, Gladys Freeman, Patrick Fukumoto, Ruth Gall, Clayton & Shannon Gorman, Ron Gorman, Ross Gorniak, Shawn Grant, Miriam Gray, Theresa Guidolin, John Guyitt, Jason Hall, Stephanie Hamilton, Jim Hamzehi, Pantea Hare, Carl Harper, Terry Harvey-Smith, Frank Hatt, Dr. Linda Haw, Darcy Hjorth, Jason Holitzki, Shelley Holtby, Cairy Hubber, Michael Johnson, Sara Kampeth, Ron Kavanagh, Trudy Keehn, A Kerr, David Kharwar, Sukhjit King, Christopher Kinnear, Mark Kippan, Duncan Kirkpatrick, Anne Klassen, Steven Knapp, David Kotler, Dina Laing, Miles Laveck, Alana Laviolette, Jim Lawson, John Leatherdale, Stuart Lund, Charles & Mary Lyttle, Amy MacKenzie,Elizabeth McCormick, A. McCoubrey, Dr. Sharon McEwen, Rolfe $500 - $999 Albrecht, Laura Allard, David Allen, Lola Allen, M. Allingham, Bradly Amsler, Robert Anderson, Cory Anthony, Alex Atherton, Michael Babiuk, Bruce Bagatto, Kimberley Bakay, Heather Bambalort, Shelley Ban, Robert Banham, Dr. Heather Barker, Sonya Barton, Adele Beda, Blanche Bedford, Karen Behardien, Tanya Bernard, Paul Bertrim, Greg Berwick, James Billey, Robert Blaskovich, Pamela Bond, Mr. and Mrs. David Bottoroff, Dr. Joan Bright, Adam Buffy, Charles Burns, Mr & Mrs Scott Bye, Caroline Campbell, Colin Carels, Shawn Cares, Team Carlson, Brent Cartwright, Maureen Cavanaugh, Peg Chisholm, Michael Colbeck, Florence Collins, Rob Cook, Jason Corbett, Wendy Corrigall, Dr. DM Coulson, Holly Couture, Keith Craig, Donald Craig, Janet Crowe, David Crowley, Yvonne Cumming, Evalina Dabiri, Marcia Davidson, Randy Dekker, Tim Dill, Torin Disbery, Ian Donnelly, Dwayne Dorsel, Michael Drury, Joyce Ducksworth, Kieron Duncan, Graeme Dutoff, Keri Ehlers, Julian Erickson, Vic Evans, Scott Fenton, William Fielding, Keith Finlay, Denise Fisette, Raymond Fisher, Leslie Fortier, Shanna Fricska, Gabor Geleynse, Benjamin Gilmore, Peggy Given, Gail Grant, James ● This list was compiled according to our campaign records. If your name is misspelled, missing or you aren’t being recognized according to your wishes, please contact our office so we can correct our records. 6 United Way 2013 Annual Report 7 Grant, Marie Grayston, Keith Gunn, Kurtis Haller, Deborah Hanna, Michael Harvey, Ken Havgan, Daryl Hazzi, Heather Hebert, John Hickman, Martine Hilts, Michelle Hobson, Robert Hodge, Carl Holmes, Lynne Holmes, Professor Humberstone, Michael Hurd, Ernie Illman, Tony Jamieson, Ian Janes, R.E. Jenn, Travis Jones, Danny Jones, Elly Kakoschke, Warren Kallen, Curt Karstad, Lars Kelly, Yvonne Kempf, Alfred Keyes, Daniel Kok, Onno Kost, Donna Krystynak, R. Kummen, Nancy Kunz, Randy Lade, Gordon Lafleur, Marion Lee LaMonica, Holly Laplieur, Judy Larsen, James Laverdiere, Ashley Lawlor, Linda Lee, Charles Lehmberg, Cary Leiper, Jean Lightbody, Wally Lind, Isabella Lionello, Robert Lloyd, Jordan Louwe, Nancy Lutier, Charlotte Lyons, Tim Macdonald, Bonnie Maier, Brenda Mainwaring, Lyn Malito, Judy Marck, Patricia Marcolin, Barbara Martindale, Stan Masterman, Jack Mathews, Jennifer Mattusi, Ron McHaffie, Lisa McKain, Blaine McLean, Angela McLellan, Patrick McVeen, Et Mitchell, Marjorie Mitchell, Robert Moen, Barbara Molyneaux,Corey Morimoto, Thomas Munholland, Robert Murphy, Kerri Nowoseiski, Brian Nygaard, Gwen Oliveira, Brian Paige, Susan Parker, Elaine Patterson, Al Pesut, Dr. Barbara Peter, Dyan Pomeroy, Brian and Angela Pourmokhtari, Bayan Prehofer, Brandon Ranson, Peter Resener, Chris Reynolds, William Ridgeway, Randy Roberge, Joseph Robertson, Andrea Robinson, James Roche, Peter Rooke, Wendy Roth, Cindy Rouck, Kerry Rozell, Daniel Ruff, Jim Ryan, Jim Sattelberger, Cindy Sawatzky, Paula Schneider, Heather Shaw, Roger Sherwood, Robert Skinner, Jim Smith, Scott Sol, John Solmer, Ronald St. Jean, Wayne Stuart, Ian Sullivan,Kristan Tanner, Tammy Thorn, George Thubron, Brian Troock, Laurie Turton, Mary Tutte, Al Ujlaky, Frank Vacic, Sonja Van-Ingen, Raymond Vanwicklin, Byron Vass, Dan Vernon, Norm Vos, John Wakeling, Emily Walker, Melanie Walsh, Christene Watt, Bill Wheeler, Janet Wiebe, J. Wiegers, Linda Wilson, Gwynneth Wong, Lynn Wood, Sydney Woods, John Zacharias, Anne Zilm, Gwen *An additional 31 leadership donors have chosen to remain anonymous. Change Starts Here Corporate Donations and Workplace Campaigns: 0768349 BC Ltd. 589592 BC Ltd. 777343 BC Ltd Aberdeen Hall Preparatory School Acklands-Grainger Inc. Acuere Consulting Ltd. ADL Occupational Therapy Inc. Advantage Body Clinic Ltd. Ashland Canada Corporation Authentax Small Business Services Aviva Canada Inc. Banbury Green RV Park Baxter Corporation Bayer Inc. BC Cancer Agency BC Hydro BCAA BDO Dunwoody Beach Tek Inc. Bell Media Belterra Best Buy Canada BMO Brockwhite Canada Company Burnco Rock Products Business Development Bank of Canada Calowna Costumes Canada Post Canada Revenue Agency Canadian Northern Shield Canadian Online Giving Foundation Canadian Western Bank Cannery Trade Centre Capri Travel Centre Ltd. CAT Rental Store CEI Architecture Century 21 Executives Realty Ltd. Ceridian Canada Ltd. CIBC City of Kelowna City of Penticton CMA/MD Management Physician Services Coastal Naturopathic Centre Inc. Colin and Lois Pritchard Foundation Corix Utilities Costco Wholesale Crowe MacKay LLP Cumis Insurance CUPE Deloitte and Touche Delta Grand Okanagan Resort District of West Kelowna e Impact Consulting Corp. Eli Lilly Canada Enterprise Rent-a-Car Envision Credit Union ESRI Canada Fairfield Inn and Suites by Marriott 8 Farm Credit Canada Farris, Vaughn, Wills, Murphy LLP FH&P Lawyers First Canadian Insurance First West Fortis BC Framing and Art Centre Future Shop Gateway Casinos & Entertainment Ltd. General Mills Canada GlaxoSmithKline Global Communications Ltd. Golden Valley Foods Ltd. Gorman Bros. Lumber Ltd. Government of Canada Government of Canada Retirees Grant Thornton Chartered Accountants Great West Life Assurance Company Harmony Acura Harmony Honda Heartwood Manufacturing Office Furniture Helping Hands Club of Worksafe BC Hershey Company Highpoint Energy & Investments Hoopla.com Houle Electric Ltd. Howard F. Peet Law Corp. HSBC IBM Canada ICBC Industrial Alliance Pacific Insurance & Financial Services Inc. Interior Health Interior Savings Investors Group Janssen-Ortho Inc. Johnson & Johnson Medical Kelowna Flightcraft Kelowna Ford and Lincoln Key Rehabilitation Services KPMG Kruger Neuro - Rehabilitatiion Inc. Lakeland Oil Ltd. Lifescan Canada Ltd. Lifeworks Family Chiropractic Lockerbie & Hole Contracting Ltd. London Drugs Ltd. Manulife Financial Marquardt Mechanical Melcor Developments Ltd. Meyers Norris Penny Michael P. Crowley Inc. Montgomery Miles Law Morrow Environmental Consultants Inc. Nav Canada Newalta North Okanagan Labour Council Odlum Brown Ltd. Okanagan Chrysler Jeep Dodge Ltd. Okanagan College Okanagan Regional Library Organco Holdings Ltd. PCL Constructors Westcoast Inc. Penticton and District Community Resources Society Pepsico Phillips, Hager, North Platinum Personnel & Business Services Inc. Poplar Grove Winery Priebe Family Foundation Prosign Prospera Credit Union Provincial Employees Community Fund Purdy’s Chocolates Ltd. Pushor Mitchell Lawyers R355 Enterprises Ltd. Rackforce Networks Inc. Red Door Engraving Regional District of Central Okanagan Reid Hurst RioCan Real Estate Investments Royal Bank of Canada RSA School District #23 Scotia McLeod Scotiabank Shaw Media Inc. Signode Canada Silver Strings Ventures Skaha Ford Sliderz Community House Inc. Smart Betty South Main Bakery and Meats Deli South Okanagan Boundary Labour Council South Okanagan Integrated Community Services Society Starbucks Strategic Aviation Services Ltd. Suncor Inc. Target Canada TD Canada Trust TELUS The 1988 Foundation The Bay Company TheVibrant Vine Total Restoration Town Shoes TransAlta Corporation UBC Okanagan UPS Walmart Waterplay Solutions Corp. White Line Professional Driving School Inc. Wine Central Your Dollar Store with More Inc. United Way 2013 Annual Report United Way Financial Report 2013-14: It is very important to our donors, and to us, that each dollar creates maximum impact in creating a better community. Our United Way adheres to the Transparency, Accountability, and Financial Reporting (TAFR) guidelines developed by United Way Centraide Canada to ensure we are accurately tracking, monitoring and reporting our revenue and expenses. What about overhead? United Way has long promoted itself as an efficient way to give. We are now also striving to be an effective way to give - by monitoring emerging community issues, leveraging and maximizing other financial and in-kind contributions, and thoughtfully investing in programs and organizations that can create the most impact. This work requires professional staff and business infrastructure; therefore expenses to operate are all part of the United Way’s mission to improve lives and build community. In simple terms, overhead is part of our cause, not separate from it. For the 2013-14 year, following TARF guidelines, our direct costs of fundraising were 16.9% of total revenue plus 9.5% for general administration costs associated with fundraising. If you have any questions or would like a complete copy of our 2013-14 audited Financial Statements, please feel free to contact us. ! u o Y k n Tha To our media sponsors: 9 Beyond 50 Magazine Castanet Kelowna Daily Courier The Capital News Global Okanagan Snap Okanagan Kelownanow.com SO Country Shaw The Penticton Herald The Penticton Western News United Way of the Central & South Okanagan/Similkameen United Way of the Central & South Okanagan/Similkameen As at January 31, 2014 For the year ended January 31, 2014 Statement of Financial Position 2014 Furniture and equipment (Note 4) Investment of reserve fund (Note 3) 2014 2013 (Restated Note 13) Assets Current Cash and cash equivalents (Note 3) Pledges receivable Prepaid expenses HST receivable Statement of Operations 292,870 569,098 3,116 7,155 241,097 587,549 5,147 13,819 872,239 847,612 38,444 28,309 107,500 107,500 1,018,183 983,421 Revenue Donations Designated and undesignated Funds transferred from other UWs-Cs Funds transferred to other UWs-Cs Recovered (uncollectible) pledges 724,102 345,436 (3,966) (52,394) 32,186 38,089 3,457 737,877 34,975 33,324 3,903 675,667 811,609 747,869 Commitments (Note 9) Net Assets Internally restricted operating reserve Invested in furniture and equipment Unrestricted 107,500 38,444 60,630 107,500 28,309 99,743 206,574 235,552 1,018,183 983,421 1,081,337 143,095 77,311 24,563 23,246 12,333 - 201,686 5,000 26,006 18,666 191,500 1,293,726 1,524,195 Expenditures Fundraising expenditures (Schedule 2) 341,652 329,905 Net revenue available for programs 952,074 1,194,290 Program expenditures (Schedule 3) Allocations (Note 5) 220,746 760,306 206,342 972,918 981,052 1,179,260 Other Special events Bequests Interest Grants Gifts in kind Non-recurring major gifts Net revenue (28,978) Approved on behalf of the Board Prepared Director by Management Prepared by Management Director For a complete set of audited financial statements, please contact United Way office or www.unitedwaycso.com For a complete set of audited financial statements, please contact United Way office or www.unitedwaycso.com The accompanying notes are an integral part of these financial statements The accompanying notes are an integral part of these financial statements 2 1 10 United Way 2013 Annual Report 815,385 221,708 (2,246) 46,490 1,013,178 Liabilities Current Accounts payable and accruals Deferred revenue Government remittances payable Allocations payable (Note 5) 2013 (Restated Note 13) 11 15,030 Central Okanagan Office 202-1456 St. Paul Street Kelowna, BC V1Y 2E6 P: 250-860-2356 F: 250-868-3206 E: [email protected] facebook.com/unitedwaycso South Okanagan Similkameen Office PO Box 24026 Penticton, BC V2A 8L9 P: 250-492-2842 E: [email protected] facebook.com/unitedwaysos www.unitedwaycso.com
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