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FGIUW Annual Report 2015

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Page 1: FGIUW Annual Report 2015

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

[email protected]

Lori Coseo

Finance & Project Coordinator

[email protected]

Drena Voyer

Administrative Assistant

[email protected]

Alex Lehning

Resource Development Coordinator

[email protected]

Page 1

Page 2: FGIUW Annual Report 2015

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 3: FGIUW Annual Report 2015

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: FGIUW Annual Report 2015

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 5: FGIUW Annual Report 2015

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: FGIUW Annual Report 2015

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 7: FGIUW Annual Report 2015

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 8: FGIUW Annual Report 2015

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 9: FGIUW Annual Report 2015

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: FGIUW Annual Report 2015

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 11: FGIUW Annual Report 2015

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: FGIUW Annual Report 2015

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 13: FGIUW Annual Report 2015

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: FGIUW Annual Report 2015

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 15: FGIUW Annual Report 2015

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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

Page 16: FGIUW Annual Report 2015

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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

[email protected]

Lori Coseo

Finance & Project Coordinator

[email protected]

Drena Voyer

Administrative Assistant

[email protected]

Alex Lehning

Resource Development Coordinator

[email protected]

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