2015 Annual Report - United Way Halifax

A VISION FOR HALIFAX
2015 REPORT TO THE COMMUNITY
HALIFAX.
United by compassion. Rich in opportunity.
Free of poverty.
1
At every level of the
organization, there’s
excitement about
the path that we’re
on; we feel united
in our commitment.
We’re ready and we
know the community
is, too.
2
HALIFAX. UNITED BY COMPASSION.
RICH IN OPPORTUNITY. FREE OF POVERTY. United Way has been a funder, researcher, partner,
convener, and advocate in Halifax since 1925. Ninety
years after our journey began, this past year was one of
transformational and memorable change.
We have been diligent in our efforts to raise awareness
about poverty and advocate for greater opportunities for
everyone. Along with many in our community, we helped
to welcome several refugee families to our city. We’re part
of an engaged partnership between nine organizations
that is focused on addressing housing poverty and
homelessness in our community, and we’re proud to be
playing an instrumental role in a cradle to career initiative
in Dartmouth North. With our eyes on the future, we also
focused on making internal adjustments that will allow
us to expand our impact in the years to come.
Shortly after the two of us joined the team as President
and CEO and Board Chair, the Board and staff worked
together on a new vision statement and strategic plan for
the organization. Our goal was to clearly articulate the
‘why’ of United Way Halifax, and knit all of the work we do
together in order to do our best to ensure that our people
and projects are as united in action as they are in spirit.
Far from being a document that will sit on shelf or a
sentence that will gather dust as a plaque on the wall, these
two items will act as our compass and flashlight as we head
into a future that looks different and we hope, unfamiliar.
United Way Halifax has a long history in this city, but
like any organization we need to respond to the changes
happening around us. More important still, there are urgent
issues in our community that call for more than a status quo
approach; addressing them demands that we grow our
revenue, outcomes and impact.
What can we do as a partner, convener and leader? What
do we want to help change and create? How can we work
with others to create an inspirational vision that people can
rally around? These are the types of questions we set out to
explore over the past several months, through both internal
discussions and community interactions. It’s time to increase
our relevance, shine a light on the change we want to see
and set tangible, measurable targets. If not now, when?
At every level of the organization, there’s excitement about
the path that we’re on; we feel united in our commitment.
We’re ready and we know the community is, too.
Over the next year, you’ll see us leading more consultation
and conversations, finding new ways to collaborate, and
working with partners to create a poverty strategy for
Halifax. You’ll see new accountability reports highlighting
the progress that’s being made on important social
issues, as well as more storytelling — not about us as an
organization, but about the vision for this city that we hold
and the roles of all of us to achieve it. Over the next year,
we will be compassionate, collaborative and resilient to
shape the future we all want to see.
John Rogers
Chair, Board of Directors
Sara Napier
President and CEO
3
A VISION FOR HALIFAX
James and Cole, after-school program
participants from the Take Action Society
in Dartmouth.
4
VISION
Halifax. United by compassion.
Rich in opportunity. Free of poverty.
ISSUES IN
HALIFAX
1 in 8
1 in 5
1 in 4
1 in 3
THE
DIFFERENCE
WE WANT
TO MAKE IN
HALIFAX
People have
the skills and
community
supports they
need to build
strong, vibrant
neighbourhoods.
People have
the skills and
opportunities they
need to achieve
financial security.
People have
the relationships
they need to
build a sense of
belonging and
to improve their
well-being.
Halifax has a
culture of active
living and healthy
eating.
live in poverty
are food
insecure
spend 30% or
more of their total
income on housing
do not have a
strong sense of
belonging to their
neighbourhood
or community
STRATEGIC PLAN DIRECTIONS 2016 – 2021
DIRECTION 1
DIRECTION 2
DIRECTION 3
DIRECTION 4
DIRECTION 5
Elevate public
understanding of
issues in Halifax
and United Way’s
role to address
them.
Unite the city
in a shared
conversation and
action plan to
eliminate poverty
and increase quality
of place for all.
Driven by an
ambitious and
powerful vision,
dramatically grow
fundraising results
to dramatically
change our city.
Invest in those
making a difference
in our community
and be accountable
for results.
Create new
community,
business and
philanthropic
partnerships
customized to
drive community
change.
5
UNITED BY COMPASSION
We all have to
lend a hand. We
all have to work
together to come
together.
- WADIH FARES
View Wadih’s vision for Halifax –
bit.ly/1TSQ5Le
6
90 YEARS UNITED
In 2015, United Way Halifax celebrated 90 years of service to our community. Despite the many
changes we’ve seen in that time, we’ve remained committed to bringing together the expertise and
resources needed to create lasting change. And we have never travelled that path alone.
Working alongside community leaders from public, private and not-for-profit organizations,
tightknit relationships and meaningful collaboration have always been an important part of who
we are. Over the last year we have sharpened our focus on addressing the root causes that leave
too many of our fellow community members at risk. Now, as always, that work is being done with
continued support from partners, volunteers and donors who mean so much.
SPOTLIGHT ON HOMELESSNESS
AND HOUSING POVERTY
In a city united by compassion, homelessness is unacceptable.
That is why we are committed to investing in programs that will
help put an end to homelessness and provide more affordable
housing solutions to those who need them most. The
community and the Housing and Homelessness Partnership
rolled out Housing First in Halifax as one its early initiatives. This
program is being delivered by Shelter Nova Scotia (Herring
Cove Apartments-Housing First) and Mobile Outreach Street
Health (MOSH-Housing First). The program helps some of our
city’s most vulnerable citizens, including those with complex
health and addictions challenges, transition out of long-term
homelessness and into homes. Since its launch in the fall
of 2015, 39 people have benefited from the life-changing
difference that having a home and supports makes.
Second only to government, United Way
Halifax is the largest funder of social
programs in Halifax. In 2015-16, we invested
$2.5 million in funding 78 programs offered
by our agency partners and continue to work
directly with community stakeholders to effect
long-term lasting change.
7
RICH IN OPPORTUNITY
When people from
different backgrounds
come together they
each bring a unique
way of thinking and
a unique way of doing
things. We can all learn
from each other.
- AKBAR KHAN
View Akbar’s vision for Halifax –
bit.ly/1U2kwwX
8
FROM CRADLE TO CAREER
Ensuring every member of our community has the opportunity to live well is an outcome we deeply
believe in, yet we know getting there won’t be easy. It will require many hearts, heads and hands
working tirelessly together.
In 2015-16, we became part of a unique collaboration that is allowing this work to begin to take
shape in one of the communities that need it most. We have teamed up with the Province of Nova
Scotia, the Nova Scotia School Boards Association and community residents to strengthen the
social fabric of the Dartmouth North community.
This collective effort is known as Between the Bridges. With collaboration at its core, this initiative
will tackle several community goals related to education, health, safety, employment, and youth
engagement. Our ultimate goal is to better support children, youth and families in Dartmouth
North, from cradle to career.
SPOTLIGHT ON
NEIGHBOURHOOD HUBS
United Way has a long history of working directly with
residents in priority neighbourhoods to build strong, vibrant
communities. Our investment in neighbourhoods such as
Spryfield, Dartmouth North and Fairview has helped to
spark long-term benefits, including the growth of citizenled initiatives and a stronger sense of trust and belonging
among residents. Together, these outcomes help to blanket
communities with a spirit of resilience and hope. In 2015-16,
we continued to build on these efforts by working closely
with community partners to identify the emerging needs
for neighbourhood hubs and the role they can play to build
local capacity and effect positive community change.
In Halifax, 66 per cent of residents report
having a strong connection to our community.
While this result is consistent with other
Canadian cities, we believe it can and should
be higher. We want to do everything we can
to help create welcoming communities; ones
that ensure everyone has the relationships
they need to experience a sense of belonging
and improve their well-being.
9
FREE FROM POVERTY
When people are
engaged and feel
valued … the city
as a whole grows
that much stronger.
- KATE SHEWAN
View Kate’s vision for Halifax –
bit.ly/1WzhfYc
10
UNRAVELING THE TRUTH ABOUT POVERTY
By definition, poverty is when someone lacks the income and assets to meet their basic needs,
such as food, shelter and clothing. In experience, it includes a lack of meaningful employment and
opportunity, lack of adequate health and education, a limited sense of belonging, and being at risk
of experiencing violence or illness.
United Way Halifax is focused not just on elminiating this experience, but on raising awareness about
what it means to live it. We offer a unique program – Living on the Edge – where participants step into
the lives of low income individuals through a simulated live-and-learn experience. Among the 500
who participated in the simulation, 99 per cent agreed the experience helped them understand what
it’s like to live in poverty and 90 per cent said they gained an increased understanding of the financial
pressures of living on a low income. Through this understanding, we hope to shift attitudes about
poverty and cultivate a stronger sense of urgency for solving it.
SPOTLIGHT ON THE
MOBILE FOOD MARKET
Compared to major urban centres across Canada, Halifax has
one of the lowest rates of food security in the country. This
means that it’s more difficult for low-income households in
Halifax to afford and access healthy, nutritious foods than other
cities. In 2015-16 we funded the city’s first Mobile Food Market,
an innovative program that brings like-minded organizations
together to address this serious public health issue. Other
partners in this initiative include Public Health (Nova Scotia
Health Authority), Halifax Regional Municipality, Ecology Action
Centre, and Partners for Care. By loading up a bus with fresh, affordable fruits and vegetables
and driving into neighbourhoods that have limited access
to healthy food, the mobile market is a direct and actionoriented response. It is an example of the type of collaborative,
innovative and experimental initiatives that we hope will be a
big part of our collective future. Building communities that are
healthy and free of poverty will demand nothing less.
“After having participated in Living on the
Edge I reflected upon my own position of
privilege and gained a new perspective of
the daily lived experiences and challenging
realities of many individuals within our
community.” – Stephanie Allan, Dalhousie
University student
11
United Way has a vision that
in ten years Halifax is going
to be hugely different than
it is today. We’re on that
journey. – JOHN ROGERS
12,000
number of
donors who contribute
individually and to
workforce campaigns
annually
12
3,500
number of
volunteers who
support United Way
Halifax on an
annual basis
40,000
number of service
hours contributed by
United Way Halifax
Day of Caring
volunteers
TOGETHER,
WE ARE POSSIBILITY
THANK YOU TO OUR AMAZING GROUP OF COMMUNITY VOLUNTEERS AND PARTNERS.
Board of Directors
John Rogers, Stewart McKelvey (Chair)
Jean-Michel Blais,
Halifax Regional Police
Max Chauvin, Dartmouth Sportsplex
Peter Fardy, Dalhousie University
Monica Foster, Nova Scotia
Community College
April Howe, Knightsbridge
Robertson Surrette
Shakara Joseph,
Junior Achievement Nova Scotia
Åsa Kachan, Halifax Public Libraries
Joanne Keigan, Manulife Financial
Paul Kent, Community Member
Tracy Kitch, IWK Health Centre
Sara Napier, United Way Halifax
Patrick O’Regan, O’Regan’s
Automotive Group
Claudette Porter, Emera
Brad Smith, Mainland Nova Scotia
Building & Construction
Trades Council
Belinda Smith, Indigenous
and North Affairs Canada
Cheryl Stewart-Walsh, Mount Saint
Vincent University
Kevin Stoddart, Knightsbridge
Robertson Surrette
Craig Thompson, Scotiabank
Captain Chris Sutherland, CFB Halifax
Governance Committee
Audit Committee
Campaign Cabinet
Community Impact Committee
Peter Fardy, Dalhousie University (Chair)
John Rogers, Stewart McKelvey
Chris Keevill, Colour
Joanne Keigan, Manulife Financial
Kevin Stoddart, Knightsbridge
Robertson Surette
Nancy Tower, Emera (Co-Chair)
Jean-Michel Blais, Halifax Regional
Police (Co-Chair)
Mary Lou Burke, Nova Scotia
Provincial Government
Mike Christie, Halifax Airport Authority
Commander Dave Colbourne,
CFB Halifax
Kelliann Dean, Nova Scotia
Provincial Government
Kenny Edison, Bell Aliant
Agnes Greer, Halifax Regional
School Board
Chuck Hartlen, Nova Scotia Power
Suki Hughes, Deloitte
Jeff Murphy, PCL Constructors
Canada Inc
Janet Simm, Northwood Group
of Companies
Craig Thompson, Scotiabank
John Traves, Halifax Regional
Municipality
Monica Foster, Nova Scotia
Community College (Chair)
Kent Lane, CBCL Limited
Patrick O’Regan, O’Regan’s
Automotive Group
John Rogers, Stewart McKelvey
Belinda Smith, Indigenous and
Northern Affairs Canada (Chair)
Chris Bryant, Halifax Regional
Municipality
Max Chauvin, Dartmouth Sportsplex
Monica Foster, Nova Scotia
Community College
Alice Evans, SCRI Society
John Rogers, Stewart McKelvey
Linda Young, Public Health Services
(Central Zone)
Tomorrow Fund Trustees
Rod McCulloch, Community
Volunteer (Chair)
Sarah Dennis, Chronicle Herald
Glen Dexter, Canadian International
Capital Incorporated
Monica Foster, Nova Scotia
Community College
Robert Merchant, RBC Dominion
Securities
Claire Milton, Boyne Clark
John Rogers, Stewart McKelvey
Ward Skinner, Community Volunteer
Gracey Southwell, Community
Volunteer
13
WE THANK THE GENEROUS SUPPORT OF OVER 10,000 DONORS FROM OUR WORKPLACE CAMPAIGNS AND THE
DONATIONS MADE BY OUR PARTNERS IN THE PUBLIC, PRIVATE, LABOUR AND NON-PROFIT SECTORS.
Workplace Campaigns
211 Nova Scotia
ABB Inc.
Achievers Plus Marketing
Acklands-Grainger Inc.
Aditya Birla Minacs
ADP Canada
AECOM
Allstate Insurance
ALT Hotel
Amgen Canada
Atlantic Central
Atlantic Lottery Corporation
Atlantic School of Theology
Atlantic Tractors & Equipment
Atlantica Mechanical Contractors Inc.
Babcock Canada
BMO Financial Group
Barrington Consulting
Bell Canada
Best Buy
Blue Ocean Contact Centers
Boys & Girls Clubs of Greater Halifax
CAE
CN
Canada Bread Atlantic Ltd.
Canada Brokerlink
Canada Health Infoway
Canada Lands Company
14
Canada Post Corporation
Canadian Broadcasting Corporation
Canadian Mental Health Association
CAN-med Healthcare
CGI Group
CIBC
Ciena
CitiFinancial
CMA/MD Management
College of Physicians & Surgeons
College of Registered Nurses
of Nova Scotia
Colour
Combined Insurance
Cominar
Concertia Technologies
Corporate Research Associates Inc.
Costco
Credit Union Atlantic
CST Canada
Dalhousie University
David Aplin Recruiting
Deloitte
Dillon Consulting
Dunsky Energy Consulting
Eastern Fence Erectors
Eaton
Economical Insurance
Efficiency One
Eli Lilly
EllisDon Corporation
Emera / Nova Scotia Power
Enbridge
Enterprise Holdings
Equifax
Esri Canada Limited
Esso Imperial Oil
ExxonMobil Canada
Farnell Packaging Ltd.
First Baptist Church
First Canadian Insurance Corp.
Ford Motor Company of Canada
Future Shop Inc.
GE Zenon
General Electric Canada
General Mills Canada
GlaxoSmithKline Inc
Government of Canada Workplace
Charitable Campaign
Grant Thornton LLP
Great-West Life Assurance
Halifax Chamber of Commerce
Halifax International Airport Authority
Halifax Port Authority
Halifax Regional Municipality
Halifax Regional School Board
Health Association of Nova Scotia
Heritage Gas
Hewlett-Packard Canada Ltd.
Hobart FEG Canada
HSBC Bank Canada
IBM Canada Ltd.
Immigrant Services Association
of Nova Scotia
IMP Group International Inc.
Insurance Bureau of Canada
Intact Insurance Company
International Brotherhood of Electrical
Workers Local 1928
Irving Oil Ltd.
IWK Health Centre
Janssen - Ortho Inc.
Jazz Air LP
Johnson & Johnson
Johnson Insurance Limited
JW Lindsay Construction Building
Kimberly Clarke
Knightsbridge Robertson Surrette
KPMG
Lee Valley Tools
Lexmark
LifeScan Canada Ltd.
Lockheed Martin Canada
Manpower / Experis
Manulife Financial
McInnes Cooper
Medavie Blue Cross
Meloche Monnex Financial Services Inc.
MHPM Project Managers Inc.
MicroAge
MOBIA Technology Innovations
Mohawk
Moneris Solutions
Motorola Canada Ltd.
Mount Saint Vincent University
Musquodoboit Valley Family Resource
National Bank of Canada
NAV CANADA
Northbridge Insurance
Northwood
Nova Scotia Barristers’ Society
Nova Scotia Community College
Nova Scotia Health Authority
NTT DATA
Office Interiors Inc.
O’Regan’s Automotive Group
PCL Constructors Canada Inc.
Pepsi Beverages Canada and PepsiCo
Pfizer Canada Inc.
PH Milling Group Dover Mills
Pink Larkin
Pratt & Whitney Canada Inc.
PricewaterhouseCooper
Procter & Gamble
Property Valuation Services
Province of Nova Scotia
RBC Financial Group
Ricoh Halifax
Rogers Communications Inc
Rothmans Benson & Hedges
Saint Mary’s University
Saputo Dairy Products Canada
Scotiabank
Shannex Health Care Management
Shell Canada Limited
Sierra Systems
Sisters of Charity
Society of Deaf and Hard of Hearing
Nova Scotians
Spectra Energy
Stantec Consulting Ltd.
Staples Canada Inc.
Stewart McKelvey
STI
Sun Life Financial
Symcor Inc.
TD Canada Trust
Telus
Terrapure Environmental
The Canadian Press
The Halifax Herald Limited
The Medicine Shoppe Pharmacy
The Now Group
The Shaw Group Limited
Trisura
Unifor
United Way Halifax
University of King’s College
UPS Canada
Valero
Via Rail Canada Incorporated
Ward 5 Neighbourhood Centre
WBLI Chartered Accountants
Whirlpool Canada Inc.
Wilson Fuel Company Ltd.
Workers Compensation Board
Xerox Canada Ltd.
Corporate Donors
3M Canada Ltd.
Allan McDiarmid Investments Ltd.
Atlantic Mobility Products
Banque de Development
du Canada Bureau
Boone Food Services Ltd. (A&W)
CBCL Limited
Concentra Financial
EnCana Corporation
Forbes Leasing
General Dynamics
H. B. Robinson Construction Ltd.
J & M Murphy Wholesale Ltd.
Leon’s Furniture Ltd.
McCormick Canada
Mic Mac Mall
Montship Inc.
Nova Automotive Machine Co. Ltd.
Rawdon Realties
Seamark Asset Management Ltd.
Society of the Sacred Heart (Canada)
Stairs Diesel Supply (N.S.) Limited
Swish Maintenance Limited
The Boiler Inspection & Insurance Co.
The Co-operators Group Limited
Travelers Canada
Turner Drake and Partners Ltd.
VistaCare Communications
Wawanesa Mutual Insurance Company
15
STATEMENT OF
FINANCIAL POSITION
1%
5%
53%
20152014
ASSETS
41%
Cash and cash equivalents
Receivables and prepaids
Investment
Capital assets
Total assets
$495,890 3,803,747 4,881,741 111,610 $429,936
4,010,077
4,935,905
150,688
$9,292,988 $9,526,606
LIABILITIES
12%
39%
11%
21%
17%
Accounts payable and accruals
$1,147,186 $1,329,249
Funded agencies - current campaign
1,928,275 1,850,320
Deferred revenue
1,580,119 1,814,585
Fund balances -Unrestricted
1,041,918 1,022,129
Fund balances -Restricted
3,595,490 3,510,323
Total liabilities & fund balances
9,292,988 9,526,606
STATEMENT OF
OPERATIONS
20152014
REVENUE
Net campaign revenue
Other and investment income
Tomorrow Fund net revenue
$5,597,819
126,812
158,708
Total revenue
6,107,810 5,883,339
3%
EXPENSES
18%
46%
33%
$5,880,788 109,574 117,448 Community investment
Designations and Donor directed gifts
Rainbow Haven Youth
211NS
Resource development and administrative
Community investment and administrative
United Way Canada
1,928,275 1,993,948 81,231 33,422 1,109,342 815,205 41,431 1,850,320
1,882,028
56,320
35,419
1,104,811
836,557
40,607
Total expenses
6,002,854 5,806,062
Excess of revenue over expenses
$104,956 $77,277
•These statements are a summary of United Way of Halifax Region’s consoldiated financial statements for the years
ended December 31.
•A complete set of the consolidated financial statements are available f rom our website - unitedwayhalifax.ca
16
WHAT’S
YOUR VISION
FOR HALIFAX?
We asked members of
our community to share
their vision for Halifax.
See what they had to say at
youtube.com/unitedwayhalifax
Share yours at
#UWHalifaxVision
unitedwayhalifax.ca