2011 HEART OF MISSOURI UNITED WAY A MESSAGE FROM THE BOARD PRESIDENT I t has been both an honor and a privilege to serve your Heart of Missouri United Way and our community as President of the Board of Directors. This dynamic group of individuals exemplified outstanding leadership as they worked diligently through a year of great challenges while celebrating monumental successes. MISSION Heart of Missouri United Way works to improve lives of people in need by mobilizing and coordinating the caring power of community resources in mid-Missouri. Through Community Impact: 1 VISION We will foster human potential. We will reach beyond meeting immediate needs. We will engage our community to identify underlying conditions creating those needs. We will work together to improve those conditions. We will help empower people to overcome their needs, realize their full human potential, and create a brighter future for their families and our community. We will increase our accountability to donors and demonstrate a real return on investment. Heart of Missouri United Way will: What an incredible year it’s been! 2011 saw our transition to the new Community Impact model which will allow us to address the root causes of our community’s issues in an effort to effect long-term community change. Through Community Impact, Heart of Missouri United Way is taking an active role in not just alleviating, but ultimately preventing poverty. It’s a bold move that took thousands of hours by hundreds of dedicated volunteers that worked tirelessly through the data and research. We are indebted to the volunteer members of the Community Impact Committee; the Education, Income, Health, and Safety Net Advisory Councils; and the Review Team for laying the foundation in order for us as a community to come together to make the greatest measurable impact on our community’s challenges. Under the thoughtful leadership of our amazing Campaign Chair, Teresa Maledy, for the 51st consecutive year, we set a goal higher than the year before. And through the hard work, coordination, and generosity of her campaign leadership team, the many individual donors, partner companies, and agencies committed to making a difference in our community, we were able to surpass that fundraising goal! Along with its successes, 2011 also saw its share of adversity. One of the worst tornadic storms ever recorded in U.S. history devastated our neighbors in Joplin. Because of dedicated volunteer support from Marty Siddall and Brent Beshore, Heart of Missouri United Way was able to mobilize to help the Joplin people in need by raising $1.8 million from around the world to aid in tornado relief efforts. The work continues today through RebuildJoplin.org. VALUES While tough economic times impacted so many of us, we stood together to meet our challenges and embrace our opportunities. For people like you, for our volunteers, our partners, agencies, and staff – for all those that Give, Advocate, and Volunteer, I am humbled and deeply grateful. Our midMissouri community truly knows what it means to LIVE UNITED! Maintain and promote a culture of transparency and trust. Embrace and encourage innovative and creative solutions to community needs. Include and respect a diversity of ideas and participants. Convene or participate in effective collaborations and partnerships. Root our work in reliable data. Evaluate success based on measurement of outcomes. Treat all people with respect. 2011 ANNUAL REPORT HEART OF MISSOURI UNITED WAY LIVE UNITED. On behalf of the people we serve, I thank you for your continued support of our community and Heart of Missouri United Way. Sincerely, Cathy Cathy Scroggs LIVE UNITED. 2011 ANNUAL REPORT 2 HEART OF MISSOURI UNITED WAY FROM THE EXECUTIVE DIRECTOR BOARD OF DIRECTORS EXECUTIVE COMMITTEE Dear Friends and Partners, What an amazing year! 2011 was filled with strategic planning, community needs assessments, volunteer engagement, and a public conversation about poverty all focused on how to meet ever-increasing needs. It was by no means an easy year. However, it was certainly a productive year – measurably productive! It was an evolutionary year for us. A year for introspection and action. We spent a good part of the year evaluating and aligning our internal processes, capacities, and resources to increase efficiency and accountability in order to provide a greater return on investment for our donors. Everything in our organization has been examined; no stone has gone unturned during this change which focuses on real results. No one was better prepared to lead us through 2011 than Dr. Cathy Scroggs, President of the Heart of Missouri United Way Board of Directors. With unwavering courage, pragmatic demeanor, integrity and warmth, she led us through an honest evaluation of ourselves – both organizationally and individually – which has resulted in a remarkable transformation from within. I am eternally in her debt for agreeing to serve in this way, at this time, for the good of us all. Thank you, Cathy. Within the pages that follow, you will read about the partners who have joined us on our Community Impact journey. You will also see the results of our combined efforts in fundraising, community engagement, and so much more. No one could be more proud of you and your partnership with us than I am. It is a great honor to work with people who care so deeply for our community – people like you and others noted throughout this report. We are deeply grateful to all who Give, Advocate, and Volunteer in partnership with us. Together, we are building a brighter future for our entire community by building individual lives. That’s how we LIVE UNITED! Cathy Scroggs Teresa Maledy Tina Ehrhardt President 2011-2012 University of Missouri Vice President - Campaign Commerce Bank Community Initatives Chair Stephens College Terry Coffelt Nathan Stephens Past President 2009-2011 Landmark Bank Secretary University of Missouri Matt Garrett Scott Ward Steven A. Smith Vice President Community Volunteer Treasurer First State Community Bank Jason Becking Shirley Johnson Will McCullah Community Volunteer Missouri Employers Mutual Veterans United Home Loans Chris Belcher Gwen Jones Sabrina McDonnell Columbia Public Schools Brent Beshore AdVentures Timothy L. Rich Executive Director/CPO Jennifer Bukowsky Bukowsky Law Firm HEART OF MISSOURI UNITED WAY LIVE UNITED. Landmark Bank Holder, Susan, Slusher, Oxenhandler Karen Rode Stephen Keithahn University of Missouri Health Care DeAngela Burns-Wallace University of Missouri Lorenzo Lawson Youth Empowerment Zone Karen Crabtree CenturyLink Dianne Lynch DeSpain Cayce Dermatology Center & Medical Spa Dave Machens Cameron Dunafon Jessica Macy Community Volunteer Dunafon Enterprises, Inc. Boone County Council on Aging Timothy Hickman Ken McClure University of Missouri Athletics MFA Oil Company Scott Hofferber Don McCubbin University of Missouri Health Care 2011 ANNUAL REPORT Agency Relations Chair Community Volunteer Columbia College Karla DeSpain Most sincerely, Greg Grupe Josh Oxenhandler Mike Kateman Stephens College God bless you for all you do to help so many! 3 Harry S. Truman Memorial Veterans’ Hospital Marketing Chair KOMU-TV8 LIVE UNITED. State Farm Insurance Companies Edward Scavone Boone County National Bank Jim Spain University of Missouri David Spencer Cornerstone National Insurance Company Tony St. Romaine City of Columbia Pieter Van Waarde Woodcrest Chapel Shelter Insurance Companies 2011 ANNUAL REPORT 4 HEART OF MISSOURI UNITED WAY STAFF MARKETING COMMITTEE Matt Garrett—CHAIR KOMU-TV8 Michael Kravchick Missouri Employers Mutual Travas Townsend Tiger Institute/Cerner Bill Costello Boone County National Bank Anna Lawrence Word Marketing Lili Vianello Visionworks Marketing Group Timothy L. Rich Executive Director trich@uwheartmo.org Lisa Gardi Shelter Insurance Companies Dave Machens Community Volunteer Pieter Van Waarde Woodcrest Chapel Kristein King ABC Laboratories, Inc. Sandy Selby Inside Columbia Magazine Carrie Watkins MBS Textbook Exchange, Inc. E. Leigh Voltmer Alexa New Community Impact Director anew@uwheartmo.org Kanani May Associate Director lvoltmer@uwheartmo.org Marketing & Communications Director kmay@uwheartmo.org David Holtgraewe Heather Stewart Campaign Director dholtgraewe@uwheartmo.org Corporate Relations Associate hstewart@uwheartmo.org Allison Coffelt Community Engagement & Volunteer Coordinator acoffelt@uwheartmo.org Angela Jones Finance Administrator ajones@uwheartmo.org Alicia Reese Executive Assistant areese@uwheartmo.org Mike Miller Development Director mmiller@uwheartmo.org FINANCE COMMITTEE Steven A. Smith—TREASURER/CHAIR First State Community Bank Scott Hofferber University of Missouri Health Care Mary Beck Boone Hospital Center Tony St. Romaine City of Columbia Tim Hickman University of Missouri 5 2011 ANNUAL REPORT HEART OF MISSOURI UNITED WAY LIVE UNITED. LIVE UNITED. 2011 ANNUAL REPORT 6 HEART OF MISSOURI UNITED WAY COMMUNITY IMPACT COMMUNITY IMPACT AGENDA COMMUNITY IMPACT COMMITTEE Scott Ward, Chair* Brent Beshore* Tina Ehrhardt* Greg Grupe* Gwen Jones* Sabrina McDonnell* Cathy Scroggs* EDUCATION ADVISORY COUNCIL INCOME ADVISORY COUNCIL Karla DeSpain, Chair* Karen Rode, Co-Chair* Jordan Alexander Janice Dawson-Threat Jan Frost Tana Hagen Christine King Will McCullah* Eryca Neville Phil Peters HEALTH ADVISORY COUNCIL Jan Swaney, Chair* Erica Beshore Rob Harrison Scott Hofferber* Steve Keithahn* Suzanne McDavid Mary Martin Mary Williamson Elizabeth Wilson Terry Coffelt, Chair* Collin Bartels Dan Diedriech Cameron Dunafon* Mark Duncan Dean Gregory John Landrum Mindy McCubbin Gary Thompson SAFETY NET ADVISORY COUNCIL Shirley Johnson, Chair* Nathan Stephens, Co-Chair* Damian Dean Laura Deneke Lee Hanson Erik Morse Steve Tatlow We know that education is about more than better jobs and bigger paychecks, important though they are in making families and individuals more financially stable. Strong education is also linked to better physical and mental health, longer lives, fewer crimes, less incarceration, more voting, greater tolerance and brighter prospects for the next generation. REVIEW TEAM Ed Scavone, Chair* Deangela Burns-Wallace* Iris Calloway Gary Ford Susan Gowin Troy Norton * Heart of Missouri United Way Board Member 7 2011 ANNUAL REPORT HEART OF MISSOURI UNITED WAY COORDINATED INVESTMENTS ENSURE SUCCESS LIVE UNITED. Through Community Impact, Heart of Missouri United Way seeks to ensure our children achieve their potential by increasing the number of our community’s youth who are ready to succeed in school and life. Doing so cannot be done with education initiatives alone. For our children to succeed in school, we know that we need to ensure that they are healthy and avoid risky behaviors. We know that our families need to be financially stable so that our children can be supported. We know that we need to protect our families from crisis by providing vital safety net services to our families in need. By coordinating our investment strategy to support a child’s success in school through Education, Income, Health, and Safety Net, we will see change in educational achievement. We will see Community Impact. LIVE UNITED. 2011 ANNUAL REPORT 8 HEART OF MISSOURI UNITED WAY THE YEAR ENDED 31, 2011) STATEMENT OF ACTIVITIES (FORDECEMBER LIVE UNITED AWARDS JACK MATHEWS AWARD leadership, dedication, achievement The Jack Mathews Award was established in 1985 to honor the first president of the Heart of Missouri United Way. The Jack Mathews Award is presented to an individual or organization to recognize outstanding leadership, dedication and achievement on behalf of United Way. Unrestricted 2011 RECIPIENT Revenue and Other Support Campaign Applicable to Current Period: Contributions Received - Current Period Contributions Received in Prior Periods and Now Released from Restriction TERRY COFFELT Landmark Bank CHARLYN Y. LAW MEMORIAL AWARD compassion, commitment, resolve The Charlyn Y. Law Memorial Award was first presented in 1987 in memory of the late KOMU-TV 8 promotions director. Charlyn went above and beyond her job responsibilities to work on and promote efforts that build a stronger community. This award is presented to an individual or organization in recognition of outstanding promotion of community events and activities, for United Way and/or its partner agencies, that enhance and improve the overall quality of life in mid-Missouri. CAMPAIGN CHAIR AWARD dependability, energy, initiative This award is given by the Annual Campaign Chair to an individual or organization in recognition of exceptional effort and achievement in fundraising for the annual HMUW Campaign. 2011 RECIPIENT MIKE ALDEN & UNIVERSITY OF MISSOURI TIGER ATHLETICS 2011 INDIVIDUAL RECIPIENT BILL HERVEY 2011 CORPORATE RECIPIENT OUTSTANDING COMMUNITY PARTNER AWARD The Outstanding Community Partner Award was established in 2010 to recognize individuals and/or organizations that go above and beyond the call of duty to partner with United Way in the daily execution of its mission. PHILANTHROPIST OF THE YEAR AWARD altruistic, generous, compassionate The Philanthropist of the Year Award recognizes a person or organization who exemplifies the true spirit of community-wide philanthropy by giving of time, treasure and talents to benefit the United Way and all of mid-Missouri. Total Campaign Other Income Tornado Relief Income Contributions - Endowment Funds Realized Losses on Investments Unrealized Losses on Investments Interest Income Grant Income Lunch Money Program Miscellaneous Income Dolly Parton’s Imagination Library 2011 RECIPIENT COMMERCE BANK Total Revenue and Other Support Allocations: Funds Allocated to Member Agencies for 2012 Tornado Relief Expense Other Funding UW 2-1-1 Info & Referral Dolly Parton’s Imagination Library Other Community Initiatives Funding Total Allocations EMPLOYEES OF VETERANS UNITED HOME LOANS 2011 ANNUAL REPORT HEART OF MISSOURI UNITED WAY LIVE UNITED. Combined Total 458,542 --- --- 458,542 814,253 (814,253) --- --- $1,272,795 ($814,253) --- $458,542 2,493,655 979,617 --- 3,473,272 --(268,340) (244,536) ------- 20,100 ----- 20,100 (268,340) (244,536) $3,253,574 $165,364 $20,100 $3,439,038 1,825,014 41,186 (990) (11,189) 6,699 39,120 8,707 36,238 72,978 ----(714) (3,502) 1,277 --------- ------------------- 1,825,014 41,186 (1,704) (14,691) 7,976 39,120 8,707 36,238 72,978 $2,017,763 ($2,939) --- $2,014,824 39,961 (39,961) --- --- $5,311,298 $122,464 $20,100 $5,453,862 1,980,779 1,846,721 64,295 19,937 98,515 50,741 ------------- ------------- 1,980,779 1,846,721 64,295 19,937 98,515 50,741 $4,060,988 --- --- $4,060,988 267,187 241,203 3,357 79,587 223,560 ----------- ----------- 267,187 241,203 3,357 79,587 223,560 $814,894 253 ----- ----- $814,894 253 $4,876,135 --- --- $4,876,135 435,163 991,788 122,464 857,153 20,100 70,100 577,727 1,919,041 $1,426,951 $979,617 $90,200 $2,496,768 Other Functional Expenses Fundraising Community Investment & Engagement Direct Service & 2-1-1 Communications & Marketing Administration and Management 2011 RECIPIENT Permanently Unrestricted Expenses Total Other Functional Expenses Loss on Sale of Assets Total Expenses Change in Net Assets Net Assets, Beginning of Year Net Assets, End of Year 9 Total Other Income Other Net Assets Released from Restrictions WILLIAMS-KEEPERS LLC collaborative, diligent, engaged Campaign Revenue Received for Next Allocation Period Campaign Revenue Received for Next Allocation Period - Endowment Fund Designations to Partner Agencies Provision for Uncollectible Pledges Wells Fargo Advisors Total Campaign for Current Period Temporarily Unrestricted LIVE UNITED. Heart of Missouri United Way, Inc. is audited by the firm of Marberry & Company, P.C. Certified Public Accountants, Columbia, MO 2011 ANNUAL REPORT 10 HEART OF MISSOURI UNITED WAY FROM THE CAMPAIGN CHAIR COMMUNITY CAMPAIGN VOLUNTEERS Teresa Maledy - CHAIR Commerce Bank Mitzi Clayton - VICE CHAIR University of Missouri TERESA MALEDY Dear Friends of United Way, I want to thank the many volunteers and the campaign leadership who donated their time, energy and dollars to help make the 2011 United Way campaign a success. I want to thank the many businesses that held company campaigns and those that gave corporate gifts. I also want to thank the individual donors who gave so generously to help others in their community. Once again you have shown that the generosity and compassion of Mid-Missourians is unmatched! I grew up in Columbia and many of the wonderful things I love about my community are still the same. We are a progressive city with a well educated population. Columbia has a relatively stable economy with large employers in the industries of higher education, healthcare and insurance. But some things are different. Our population has more than doubled since I was in college, and although we can proudly point to our high quality of life, we now have a much higher percentage of our citizens living in poverty. Regardless of where we each live in Mid-Missouri, I’m sure we all know of someone who has been hit hard by the current economy and could use the help United Way offers. So in addition to raising money, the campaign this year helped to heighten awareness of the dramatically increased needs of people right here in our community. At each of our campaign leadership meetings we talked about the transition to the Community Impact Model and how the Heart of Missouri United Way can be a positive force and make a real and lasting difference. As demonstrated by the success of this year’s campaign, I believe Central Missourians have a huge heart and capacity to give and help our community when they truly understand the needs. I want to sincerely thank each and every one of you for all you did in 2011 to support your Heart of Missouri United Way! Sincerely, Teresa Teresa Maledy ANNUAL REPORT 11 2011 HEART OF MISSOURI UNITED WAY LIVE UNITED. Doris Agwu Brooke Burnham Monica Hansman Bryan College The Bank of Missouri Weichert, Realtors-First Tier Jay Alexander Matthew Burns Jerry Harl Landmark Bank Boone County National Bank Community Volunteer Carrie Allen Amy Byergo Tyler Henselman State Farm Insurance Companies Adult Day Connection Boone County National Bank Tara Arnett Melissa Carr Joshua Herron Boone County National Bank Daniel Boone Regional Library Landmark Bank Linda Arnold Christine Corcoran Bill Hervey Landmark Bank Lutheran Family & Children’s Services Wells Fargo Advisors Lynn Barnett Bill Costello Barbara Hodges Community Volunteer Boone County National Bank True North Lori Baumgartner Jill Cox Lisa Howard Commerce Bank Boone County National Bank State Farm Insurance Companies Brent Beshore Ellen Dent Belinda Hulen AdVentures The Callaway Bank Boone County National Bank Roger Birdsong Mark Duncan Robert Hull Columbia Insurance Group State Farm Insurance Companies Commerce Bank Holly Bondurant Terry Dykes Paul Humphrey Boone Clinic Shelter Insurance Companies Columbia Surgical Associates Les Borgmeyer Mike Eggerding Mike Ireland Columbia Daily Tribune State Farm Insurance Companies Commerce Bank Rita Bowie Glen Ehrhardt Jack Jensen Shelter Insurance Companies Rogers, Ehrhardt & Weber, L.L.C. First Chance For Children Shery Bradford Travis Figg Lyle Johnson Columbia Insurance Group Community Volunteer Commerce Bank Jennifer Bradley Carla Garrett Tyler Jones Commerce Bank Commerce Bank State Farm Insurance Companies Ryan Bross Bob Gerding Robyn Kaufman Boone County National Bank Gerding, Korte & Chitwood, P.C. Boone County Family Resources Craig Brumfield Penny Gildersleeve Tonya Keith Veterans United Home Loans State Farm Insurance Companies Landmark Bank Jennifer Bukowsky Susan Gowin Mari Ann Keithahn Bukowsky Law Firm Landmark Bank Retina Associates of Missouri Stephen Burch Gerrit Hane Nicholas Kenny US Bank Bukaty Companies Boone County National Bank LIVE UNITED. 2011 ANNUAL REPORT 12 HEART OF MISSOURI UNITED WAY COMMUNITY CAMPAIGN VOLUNTEERS The following individuals filled key positions on our Leadership Circle Campaign Team, and are responsible for raising more than $1,014,065.86 to help our community during the 2011 Campaign. Jennifer Klepper Carolyn Paris Gary Smith Commerce Bank The Callaway Bank University of Missouri Daniel Knight Wesley Parks Phil Steinhaus Boone County Government Providence Bank Columbia Housing Authority Elisha Koenig Curt Pistel Jacki Swank Landmark Bank Columbia Insurance Group First State Community Bank Marianne Kraft Kimberly Ponder Marissa Swartz US Bank Commerce Bank State Farm Insurance Companies Kimberly Kraus David Putnam Georgalu Swoboda State Farm Insurance Companies First State Community Bank Big Brothers Big Sisters Paul Kurzejeski Robert Quinn Steve Taylor Harry S. Truman Memorial Veterans Hospital Boone County National Bank Community Volunteer Paul Larimore Aaron Rigdon Jill Thompson Shelter Insurance Companies The Callaway Bank Landmark Bank Trisha Lee Pam Root Kim Trabue RE/MAX Boone Realty Columbia Insurance Group Peckham & Wright Architects, Inc Daphne Louie Mary Ropp Jennifer Truesdell State Farm Insurance Companies The Bank of Missouri Commerce Bank Sally Beth Lyon Edward Scavone Hank Waters Columbia Public Schools Boone County National Bank Columbia Daily Tribune Dave Machens Carol Schafer Kelly Webb Community Volunteer City of Columbia Commerce Bank Joanie Mains Jim Schatz Aimee Wehmeier Commerce Bank Commerce Bank Services for Independent Living Melody Marcks Thomas Schneider David Whelan Boone County National Bank Community Volunteer Commerce Bank Theresa McDonald Tom Schwarz Keith Whitney Boone Hospital Center Landmark Bank Landmark Bank Joe Miller Dan Scotten Matt Williams Commerce Bank Community Volunteer Hawthorn Bank Curtis Morgret Valerie Shaw Jenny Williamson US Bank Commerce Bank The Callaway Bank Erik Morse Shelley Simon Jeff Witten Veterans United Home Loans Greater Missouri Leadership Foundation MetLife Joe Moseley Drew Smith Shelter Insurance Companies Commerce Bank Sidney Neate Jack Smith Boone County National Bank Commerce Bank Josh Oxenhandler Steven Smith Holder, Susan, Slusher, Oxenhandler First State Community Bank ANNUAL REPORT 13 2011 HEART OF MISSOURI UNITED WAY LEADERSHIP CIRCLE VOLUNTEERS (cont’d) TOCQUEVILLE SOCIETY CHAIRS LEADERSHIP CIRCLE CHAIRS Brent Beshore - Co-Chair Hank Waters - Co-Chair Ellen Dent The Callaway Bank Bill Hervey Wells Fargo Advisors, LLC Steven SmithFirst State Community Bank LEADERSHIP CIRCLE COMMUNITY KEYPEOPLE Ann Baker Gentry Middle School Brad Eiffert Boone County Lumber Jim Marberry Marberry & Eagle, CPAs, P.C. Judy Starr Boone County National Bank Lynda Baumgartner Stephens College Eugene Gerke Gerke & Associates, Inc. Wesley Parks Providence Bank Gary Thompson Columbia Insurance Group Karen Brown Boone-Central Title Company Todd Hoien Hawthorn Bank Doris Ross Community Volunteer Mary Waters Community Volunteer Ene Chippendale University of Missouri Pat Hostetler Community Volunteer Martin Siddall University of Missouri Barbara Weaver First State Community Bank Ellen Dent The Callaway Bank Phebe LaMar Smith Lewis, LLP Steven Smith First State Community Bank Sheila Winter The Callaway Bank Judy Donnell Columbia Insurance Group Eric Lorenz ABC Laboratories, Inc. Kim Stanley RE/MAX Boone Realty “TOP 25” BUSINESS LEADERSHIP CIRCLE ADVOCATES Roger Birdsong-CO-CHAIR - Columbia Insurance Group Jack Smith-CO-CHAIR - Commerce Bank LIVE UNITED. John Bailey Boone County National Bank Carol Hall JES Holdings, LLC Gregory Slinkard City of Columbia Chris Belcher Columbia Public Schools Crystal Payne First State Community Bank David Spencer Cornerstone National Insurance Company Mary Daly Ameren Missouri Jerome Rader MBS Textbook Exchange, Inc. Tracy Eichhorn Miller’s Professional Imaging/Mpix.com Daniel Rothery Boone Hospital Center Barron Fuller Isle of Capri Casino, Boonville Jim Schatz Commerce Bank LIVE UNITED. Scott Ward Community Volunteer Andy Waters Columbia Daily Tribune 2011 ANNUAL REPORT 14 HEART OF MISSOURI UNITED WAY UM-MU CAMPAIGN LEADERSHIP VOLUNTEERS UM-MU CAMPAIGN LEADERSHIP CIRCLE VOLUNTEERS TRI-CHAIRS TRI-CHAIRS Frank Schmidt Joseph Scogin Daniel Clay Professor of Biochemistry Assistant Director of Athletics, Academic Services - Intercollegiate Athletics Dean and Professor - College of Education HONORARY CHAIRS Steve Owens Brady Deaton Anne Deaton REGIONAL CHAIRS Allen Bluedorn Beth Chancellor Marilyn Coleman-Ganong Teresa Davis Nan Erickson Jill Ford Kristi Gafford Laura Gajda Larry Ganong Todd Houts James Hundle Jack Miles Patricia Okker Cindy Pollard Betsy Rodriguez Director of Libraries - MU Libraries Elizabeth Garrett Professor of Clinical Family Community Medicine Philip Peters Ruth L. Hulston Professor of Law Interim President, University of Missouri Systems Chancellor, University of Missouri Adjunct Professor Human Development & Family Studies KEYPEOPLE COMMITTEE Michael Chippendale Vicki Conn Ralph Dessem Susan Even Janet Farmer Ted Groshong Scott Maledy Michael Misfeldt Patricia Okker Donna Otto Rosemary Porter Marjorie Sable Sharon Schattgen Cathy Scroggs James Spain Rodney Uphoff Peter Vallentyne IMMEDIATE PAST CHAIR Richard Oliver James Cogswell Dean - School of Health Professions Professor of Management & Associate Dean of Graduate Studies Chief Information Security Officer - UM System Professor of Human Development & Family Studies - Curators Professor Executive Staff Assistant II, Provost Office President, MU Retirees Association Director of International Student Programs - Engineering Director, Ellis Fischel Cancer Center Executive Director for Advancement - Executive Admn UMHC Professor, Human Development & Family Studies Assistant Director, Environmental Health & Safety Assistant to Dean - Agriculture Past President, MU Retirees Association Professor of English & Faculty Fellow - English Associate Vice President Strategic Communications - UM System Vice President Human Resources - UM System Professor Emeritus of Entomology Professor - School of Nursing Dean & Professor of Law Director Student Health Center Director of Academic Programs of Health Psychology & Child Health Associate Professor Emeritus / Senior Associate Dean for Alumni Affairs Manager Production Operation - KOMU-TV8 Professor Molecular Microbiology & Immunology - Senior Associate Dean for Faculty Affairs Professor of English and Faculty Fellow - English Clinical Instructor - School of Nursing Associate Professor Emerita and Dean Emerita of Nursing Professor & Director of Social Work Research Associate - Office of Sociology Vice Chancellor for Student Affairs Interim Vice Provost of E-Learning - VP Undergraduate Studies Elwood Thomas Professor of Law Florence G. Kline Chair and Professor - Philosophy LOANED EXECUTIVES Jennifer Bloss Ashley Caldwell Susan Cameron Brad Ekwerekwu Teresa Long Jill Moreland Marjorie Matzes-Thies Academic Advisor - Department of Arts & Science Investment Specialist - Endowment & Retirement - UM System Senior Information Specialist - Concerts Graduate Student - Educational Counseling & Psych - PhD Manager, Human Resources Support Services Coor Program/Project Support - Agricultural Ext-Social Sciences Planning & Project Specialist - Business Development - UMHC The dedicated UM-MU Campaign Leadership Volunteers raised an incredible $697,407.06 during their 2011 Campaign. MIZZOU LIVES UNITED! MU/UM ADMIN SERVICES CHAIRPERSON Lisa Wimmenauer Assistant Director Business Services MU/UM CAMPAIGN ASSISTANT TO CHAIR Colleen Lamond Director of Game Operations - Intercollegiate Athletics ANNUAL REPORT 15 2011 HEART OF MISSOURI UNITED WAY LIVE UNITED. LIVE UNITED. 2011 ANNUAL REPORT 16 HEART OF MISSOURI UNITED WAY LOANED EXECUTIVES CAMPAIGN PACESETTERS Shannon Alvis James Heavin State Farm Insurance Companies Shelter Insurance Companies Danielle Bauer Barry Kelly Commerce Bank Missouri Employers Mutual Heather Clark Sarah Moreau Landmark Bank Boone County National Bank Lindsey Dunn Katie Rose Commerce Bank Columbia Insurance Group Big Brothers Big Sisters Boone County Council on Aging Boone County National Bank Boone Hospital Center Boonslick Heartland YMCA Boys & Girls Town of Missouri Boy Scouts - Great Rivers Council Columbia Daily Tribune Columbia Insurance Group Commerce Bank Cornerstone National Insurance Company Family Counseling Center Family Health Center First State Community Bank Gerding, Korte & Chitwood Harrisburg Early Learning Center Hawthorn Bank Heart of Missouri United Way jcpenney Job Point Joe Machens Automotive Group Joe Machens BMW Joe Machens Ford Lincoln Joe Machens Hyundai Joe Machens Nissan Joe Machens Toyota Scion Mable Harris Schneider Electric Landmark Bank Lenoir Woods Lutheran Family & Children’s Services Mary Lee Johnston Community Learning Center Meals on Wheels Miller’s Professional Imaging/MPIX.com OATS, Inc. OTSCON Phoenix Programs Providence Bank Rainbow House Schneider Electric Services for Independent Living Simon Oswald Architecture The Bank of Missouri The Callaway Bank The Food Bank for Central & Northeast Missouri True North University Y Unlimited Opportunities, Inc. UPS US Bank Voluntary Action Center Watlow Williams-Keepers, LLC Woodruff Sweitzer The 2011 Pacesetter Companies and Agencies completed their campaigns early and with great success to show midMissouri how they LIVE UNITED! These companies, agencies and their employees raised a remarkable $752,121 to help local people in need. ANNUAL REPORT 17 2011 HEART OF MISSOURI UNITED WAY LIVE UNITED. LIVE UNITED. 2011 ANNUAL REPORT 18 HEART OF MISSOURI UNITED WAY 2011 CORPORATE PARTNERS CORPORATE ANGEL $500,000+ University of Missouri* MBS Textbook Exchange, Inc.* MFA Oil Company* Miller’s Professional Imaging/Mpix.com* Missouri Employers Mutual* United Parcel Service CORPORATE MVP $250,000+ CORPORATE STAR $15,000+ Veterans United Home Loans* 3M Company Boone County Government* CenturyLink* Columbia College* jcpenney* Kraft - Columbia Foods KOMU-TV8* MFA Incorporated* Watlow Columbia Williams-Keepers LLC* CORPORATE ALL-STAR $100,000+ Shelter Insurance Companies* State Farm Insurance Companies* CORPORATE CHAMPION $50,000+ Ameren Missouri* Boone County National Bank* Boone Hospital Center* City of Columbia* Columbia Public Schools* Combined Federal Campaign Employees JES Holdings, LLC* Landmark Bank* Missouri State Employees Charitable Campaign Pure Marketing* Schneider Electric* CORPORATE LEADER $30,000+ ABC Laboratories, Inc.* Columbia Daily Tribune* Columbia Insurance Group* Commerce Bank* Frito-Lay/Quaker Oats* Harry S. Truman Memorial Veterans’ Hospital* Isle of Capri Casino, Boonville* Joe Machens Ford Lincoln* ANNUAL REPORT 19 2011 HEART OF MISSOURI UNITED WAY CORPORATE SHAREHOLDER $5,000+ Alliance Water Resources, Inc.* Amega Mobile Home Sales, Inc. American Air Filter International* Bob McCosh Chevrolet Inc.* Boyce & Bynum Pathology Labs* Boys & Girls Town of Missouri - A Great Circle Agency* Caterpillar, Inc. Columbia Public Schools Administration Building* Cornerstone National Insurance Company* David H. Hickman High School DeSpain Cayce Dermatology Center and Medical Spa* Dunafon Enterprises, Inc. Enterprise Rent-A-Car* Family Counseling Center* Family Health Center* FedEx* First State Community Bank* Gates Corporation* Gerbes Supermarket #124* Gerding, Korte & Chitwood, P.C.* Heart of Missouri United Way, Inc.* Hubbell Power Systems, Inc. Job Point* 2011 CORPORATE PARTNERS Joe Machens Automotive Group* Joe Machens Toyota Scion* Lenoir Woods* Macy’s Phoenix Programs, Incorporated* Primaris Healthcare Business Solutions* Professional Contractors & Engineers* Providence Bank* Regions Bank* Rock Bridge High School Schnucks Supermarket* SEMCO LLC* Services for Independent Living* Simon Oswald Architecture* Stephens College* The Bank of Missouri* The Callaway Bank* The Food Bank for Central & Northeast Missouri* Unlimited Opportunities US Bank* West Junior High School CORPORATE INVESTOR $1,000+ Aetna* Alpha Hart Lewis Elementary School Alternative Community Training* ASI Flexible Benefits AT&T* Auto Owners Insurance Bank of America Benton Elementary School Big Brothers Big Sisters* Boone Clinic* Boone County Family Resources* Boone-Central Title Company* Boonslick Heartland YMCA Boonville Daily News Boy Scouts of America - Great Rivers Council* Cedar Ridge Elementary School Central Missouri Aviation, Inc.* Central MO Subcontracting Enterprises Columbia Chamber of Commerce Columbia Housing Authority* Columbia Public Schools Business Office LIVE UNITED. Columbia Public Schools Vandiver Building CORE/Bethel Building/Quest Daniel Boone Regional Library* Dave Griggs Flooring America* Delta Systems* Derby Ridge Elementary School Engineering Surveys & Services* Environmental Dynamics, Inc.* Fairview Elementary School Gentry Middle School Gerbes Supermarket #111* Gerbes Supermarket #125* Gerke & Associates, Inc.* Grossman Promotional Products* Harlan, Harlan & Still* Hawthorn Bank* Indeeco Inside Columbia Magazine Jefferson Junior High School Joe Machens BMW* Joe Machens Hyundai* Joe Machens Nissan* Landers, Weiss & Company* Lange Middle School Lee Elementary School Loveall RV’s* Marberry & Eagle, CPAs, P.C.* Mary Lee Johnston Community Learning Center* Mill Creek Elementary School Miller Dental Associates, Inc.* Miller, Bales & Cunningham, P.C.* Missouri Cardiovascular Specialists Missouri Press Service, Inc. MMG, Inc.* Moresource, Inc.* New Haven Elementary School Oakland Junior High School OATS, Inc. OTSCON, INC.* Panhandle Eastern Pipe Line Co. Parkade Elementary School Paternity Testing Corporation Laboratories* Paxton Keeley Elementary School Peckham & Wright Architects, Inc.* Riback Supply Company Inc.* Ridgeway Elementary School LIVE UNITED. Robinson Orthodontics Rock Bridge Elementary School Russell Boulevard Elementary School Sam’s Wholesale Club Septagon Construction* Shepard Boulevard Elementary School Smithton Middle School Target Trabue, Hansen and Hinshaw, Inc.* Tropical Liqueurs* True North* UMB Bank of Boonville Van Matre, Harrison, Hollis, Pitzer & Taylor, P.C.* Voluntary Action Center* Wal-Mart Store #159* Wal-Mart Store #451* Wal-Mart Store #80* Wal-Mart Store #820 Walther, Antel, Stamper & Fischer, P.C.* Woodruff Sweitzer* Heart of Missouri United Way is a proud member of the Columbia Chamber of Commerce. * Indicates Columbia Chamber of Commerce Member 2011 ANNUAL REPORT 20 HEART OF MISSOURI UNITED WAY ALEXIS de TOCQUEVILLE SOCIETY LEADERSHIP CIRCLE United Way’s Alexis de Tocqueville Society was founded in 1983 in order to deepen the understanding, commitment and support of United Way’s most generous and community-minded investors. Bo Fraser, Ann and Stan Kroenke, Greg and Virginia Mattli, Dan Stubler, and an anonymous donor are the founding members of our Society, established in 1999. During our 1988 campaign, Jack Cox and Doug Groesbeck launched a leadership giving program that was focused on commitment to United Way through personal gifts of $1,000 or more. The response was positive, with 42 forward-thinking community members/leaders joining the new Leadership Giving Program. This successful venture carries on today. In 2011 there were 555 households giving at the Leadership Circle level or $1,000 or more. We salute those who ask individuals to give and those who are able to give. The total giving of this group topped $1,014,065.86 in 2011, and represents 28.98% of our campaign total. Membership in the Society is granted to individuals who contribute at least $10,000 annually to United Way. Our Society members, with their generous giving, provide a firm foundation for the life-changing work done by Heart of Missouri United Way and the people we serve. ORDRE de FRATERNITÉ $75,000-$99,999 ORDRE dé LIBERTÉ $25,000-$49,999 Brent & Erica Beshore Jeffrey E. & Nancy Jill Smith The following individuals, couples and companies are Leadership Circle members, and are recognized for their strong commitment to helping make a lasting difference in central Missouri. PLATINUM $5,000-$9,999 2 Anonymous Donors Jerry Atwood Bryan G. Foote, D.D.S. Marilyn Coleman & Lawrence Ganong John Bennett Landrum Joe & Leslie Meyer Jim & Doris Ross Steven Zweig & Susan Even MEMBRES de la SOCIÉTÉ $10,000+ GOLD $2,500-$4,999 2 Anonymous Donors Tom & Linda Atkins Greg & Kelly DeLine John & Karla DeSpain Bo & Terry Fraser David & Marcia Machens Greg & Ginny Mattli Richard G. Miller Gary & Vicki Pinkel Beatrice B. Smith Tom & Anne Smith Charles & Jan Swaney Al & Barbara Wagner Hank Waters & Vicki Russell Hal & Mary Williamson ANNUAL REPORT 21 2011 HEART OF MISSOURI UNITED WAY 4 Anonymous Donors Mike & Rockie Alden Roger & Susan Ballard Andrew & Cynthia Beverley Allen & Betty Bluedorn Stephen August Brietzke Dr. & Mrs. Robert Churchill Jane E. Closterman Jim & Elizabeth Cogswell Mary K. Daly Brady & Anne Deaton John & Dana Ehler Glen & Tina Ehrhardt James Todd Elliott Steve & Laura Erdel Brian & Lerke Foster Jeff & Denise Hackman John & Lindsay Hall Thomas & Rebecca Highland LIVE UNITED. LIVE UNITED. David & Sherry Hockman Marilyn & Perk Hoecker Scott & Mary Hofferber George Justice & Devoney Looser Les & Karen Kanuckel Drs. Stephen & Mari Ann Keithahn Linda & Michael Kravchick Nikki & Aaron Krawitz Scott & MaryBeth Litofsky Teresa & Scott Maledy Will & Amy Markel Eric & Sabrina McDonnell Michael & Alice Misfeldt David Moore Kimberly A. Olden & Richard J. Ahrens, II Philip G. Peters, Jr. & Vickie Park Ken & Betsy Rall Robert & Sharon Schattgen Jim & Marilyn Schatz Drs. David Schlossman & Pamela Honeycutt Rob Duncan & Annie Sobel Herb & Louise Stanley Angel Stewart Monica Swoboda Gary & Julie Thompson Van Matre, Harrison, Hollis, Taylor & Bacon, P.C. Patrick Westhoff & Elena Vega Dan & Linda Vinson Scott & Kathy Ward Lana Zerrer, M.D. SILVER $1,000-$2,499 101 Anonymous Donors Guy Adams & Martha Jolly Mark & Carole Adams Nancy Adrian Dr. Lex & Sally Akers Jordan & Julie Alexander Rick & Sharon Allio Nancy Allison Agency, LLC – Shelter Insurance Companies Mark & Betsy Ames Daniel & Amanda Andrade Aaron Angel, Jan Piland & Sophie Angel Bill & Judy Arnet Linda G. Arnold Mr. & Mrs. José Aviles Bob & Sharon Bailey John & Kim Bailey Jean & Bill Baird Stephanie Banker Dr. Courtney Barnes, M.D. & Mr. Shawn Barnes Rita Barry James & Nancy Baumann Tom & Lynnanne Baumgardner Lynda & Steve Baumgartner Raymond A. & Delilah A. Beck Chris & Jackie Belcher Jim & Margaret Belcher Jeff & Sandy Belden Roger & Beverly Birdsong Darryl & Jennifer Boddie Randy & Vee Boehm Gina Boone 2011 ANNUAL REPORT 22 HEART OF MISSOURI UNITED WAY LEADERSHIP CIRCLE Steve Borgelt Les & Ann Borgmeyer Jim & Barbara Bornhauser Craig & Lois Brace Sherylyn Bradford Chris & Beth Bramstedt Eric Brown Karen R. Brown John & Stephanie Browning Eric Brunson & Jason Leggett Robert Simms Dr. & Mrs. Peter K. Buchert John & Melissa Bucksath Roger & Mary Bumgarner Steve & Cindy Bunch Brett Burri Cora Butler Doug & Sue Callahan Melissa & David Carr Ron & Judy Carter Jerome & Anita Caver Beth & Terry Chancellor Wayne & Stephanie Chipman Michael & Ene Chippendale Dr. & Mrs. Ted Choma Dan & Karen Clapp Chris & Rachel Claunch Brian & Mitzi Clayton Joan R. Coates Patti & Terry Coffelt Jack & Winifred Colwill Vicki Conn Bob & Kathleen Conway David & Tookie Cravens John Crosswhite Gloria Crull Jerry & Naomi Cupp Paul Cushing Jim & Paula Cuva Brian & Karen Dabson Blake & Carol Danuser Jan & John Dean Ken & Charlotte Dean Ellen B. Dent Larry & Beth Dessem Drs. Michael & Susan Devaney Troy & Annette DeVault Kitty G. Dickerson ANNUAL REPORT 23 2011 HEART OF MISSOURI UNITED WAY LEADERSHIP CIRCLE (cont’d) Judy Donnell Tom Dougherty Rusty Drewing Don & Mary Dugan Tom & Dawn Dugan Cameron & Elizabeth Dunafon Mark & Jane Duncan Terry & Shelly Dykes Charles & Mary Dysart Bill & Susan Elder Jacob Engle Marianne & Jon Erickson Janet & John Farmer John & Linda Fentress Larry & Paulette Fick Mark B. & Louesa Runge Fine William B. Fisch Susan Flader David Fleming, M.D. & Karen Edison, M.D. Matthew & Paula Fleming Bill & Martha Folk Gary & Christy Ford Scott & Melissa Forrest Charles & Lori Franz Tom & Peggy Freeman Sandra Freese Jerry & Jeannette French Mr. & Mrs. Barron Fuller Ben & Nancy Galloway Seshu & Irene Ganjam Betsy Garrett Bob & Rosie Gerding Gene & Pat Gerke Kevin & Whitney Gibbens Mike & Linda Gilbert Andrew R. & Jacqueline L. Gingrich John Glascock & Kristin Gerber Yvette Gonzales Kip Goodman Vellore & Anantha Gopalaratnam Bruce & Kathryn Gordon Allen & Karen Goree Russell & Susan Gowin Jill & Steve Graham Joe & Elaine Green & family Brian & Luann Griffith Dave & Nancy Griggs Kee W. & Diana S. Groshong Ted & Kyle Groshong Larry & Anna Gross Stephen & Debra Guthrie Norman C. Gysbers Vicki Hague Carol & Dennis Hall Leslie & Rose Ann Hall Brian & Sherri Handke Marsha Handley Drs. Veralee Hardin & D. Joe Phillips Charles & Marilyn Sanford Hargrove Harlan, Harlan & Still Greg & Shari Harmon Philip & Janet Harrison Mike & Kathy Hartmann John & Ann Havey Gerald Hazelbauer & Linda Randall Michael & Christie Haynes Darrell Hendon Gina & Keith Henry Mary Jo Henry Tim & Karen Hickman Kimberly Hoffman Todd & Barbara Hoien Mike & Kelley Holman Tim Holtsford & Cathy Gunther Joan Hermsen & Charles Hoover Lynn & Patricia Hostetler Todd A. Houts Larry & Lisa Hubbard James Hundle Timothy Jackman Pat & Owen Jackson Vernon & June Jennings Thomas & Sabrina Jensen David Jonassen & Rose Marra Jacquelyn K. Jones Stephen R. Jorgensen David & Susan Keller Barry & Joyce Kelly Jerry & Michele Kennett Nick & Janet Kieffer Julaine Kiehn Brian & Betsey Kimes Kristein King The Kington Family Keith & Peggy Kirkpatrick LIVE UNITED. Lynn Kleopfer, M.D. Daniel Knight William A. & Kay E. Knox Bill Koenig Gene & Fran Koepke Dr. & Mrs. Kevin Komes Carl & Ann Korschgen Kim & Earl Kraus Andrew Kroeck Craig Kuhns Anita Larsen John Lauriello Roma Lay William & Paula Lear Dr. & Mrs. Michael LeFevre Gustav J. Lehr Mr. & Mrs. F. E. “Red” Leighton Matt & Janis Levsen Tim & Lisa Lewis Erik Lindbloom & Lynn Wung Marc Linit & Sue Hollingsworth Greg & Sandra Logan John & Daphne Louie Stephen Lubbering Sally Beth Lyon & Donald Ludwig Mike & Teresa Magruder Bill Mahoney Jim & Marjorie Marberry Jim Markel Alan & Mary Beth Marrs Mary M. Martin & Kenneth A. Sudduth Scott & Kanani May Stan & Mary McCarthy Don & Gloria McCubbin Robert & Suzanne McDavid Jane & Joe McDonald Mark & Lynn McIntosh Ryan & Amy McKenzie McNerney Management Group, Inc. - Dan & Julie McNerney Rick & Molly Means Ann & David Mehr Kelly Mescher Judith & Donald Miles Judith Fitzgerald Miller, PhD, RN, FAAN Karen M. Miller Lynn & Jackie Miller Mike & Rebecca Miller LIVE UNITED. Steven & Sharon Millikan Dean & Sue Mills Bob Minnick Roger & Joyce Mitchell Joe & Barb Montgomery Doug & Lynne Moore Matt & Rhonda Moore Joe & Carol Moseley Tod & Christine Moser David & Diane Mountjoy Kyle & Lesli Moylan Peter Mueser John Murray Kevin Necas Janice & Harris Nelson Eric Newcomb Carol A. Nierling Troy & Melinda Norton Pat Okker & Richard Edging Rich & Carol Oliver Scott & Cheryl Orr The Ostempowski Family Donna & Dick Otto David & Michele Parker Dr. George & Linda Parkins Wesley & Rosa Parks Ray Patterson Tom & Alice Payne Jason & Jennifer Peck Jane Ann Perry Sarah Perry DeAnn Peter Beverely & Walter L. Pfeffer, II Glenn & Ilayna Pickett Matthew & Kathleen Pitzer Cuba & Ron Plain Cynthia Pollard Drs. Michael & Rosemary Porter Jim & Lori Powell Delta Systems Group - Steve Powell Leslie McBride Powell David & Tina Putnam Rob & Kate Quinn Andy Quint & Ellen Hosmer Jerome Rader Brent & Beth Rahn Dr. Archana Ramaswamy & Dr. Rumi Faizer (cont’d) Tom & Shelly Ramsey Walter & Marilyn Rantz Heather Rapp Rick & Karen Ravenhill Debbie & John Rawlings Randa Rawlins Jeffrey & Alicia Reese Mr. & Mrs. Keith D. Reynolds Jon & Carol Rhodes Marty Riback & Nola Ruth Tim & Lauri Rich Tom Richards & Melissa Lawson In Memory of Vicki Brice Riney Mitchell Ritter Ben & Cindy Roberts Jim & Debbie Robertson Sue Rodgers Betsy & Manny Rodriguez Tim & Karin Rooney Roger & Pam Root Lynn Rossy Daniel & Jane Rothery Stephanie Rousseau Richard & Linda Royer Marjorie Sable & George Smith Brenda Peculis & Frank Schmidt Kirk & Becky Schmidt Peter & Jo Schmidt Prof. & Mrs. Adolf E. Schroeder Edward & Mary Kay Schumacher Dan & Susan Schuppan Dr. Joe & Amanda Scogin Stuart & Cathy Scroggs Terry & Christine Sells Brenda & Kevin Selman H. Kent Shelton Marty Siddall Greg & Gina Silvey B. Daniel Simon & Leah Beth Simon Craig & Shelley Simon Gary & Carol Smith Jack & Janet Smith Matthew & Emily Smith Steven A. & Sharon K. Smith Dr. Terry & Jane Smith Jim & Vickie Spain Gordon K. Springer & Susan L. Hutt Dennis G. Stambaugh 2011 ANNUAL REPORT 24 HEART OF MISSOURI UNITED WAY LEADERSHIP CIRCLE Judy & Jim Starr Bob & Bonnie Steinmetz Jo & John Steitz David & Joyce Stepanek Jim & Nancy Sterling Ryan & Kelly Stevens Peter Stiepleman & Elizabeth Chang Kelley Stuck Jacki Swank Bobb & Sally Swanson Steve & Laura Tanzey Jerry & Jeannie Taylor Karen & Lonnie Taylor Drs. Boyd & Carolyn Terry Daniel W. & Jan Thompson Frank Thompson Dr. Russell & Ruth Thompson Steve Thompson David & Debbie Topash Drs. Loukas Grafakos & Suzanne Tourville Charles & Karen Touzeau UNITED FOR JOPLIN (cont’d) Tom & Kim Trabue Dr. Michael & Mrs. Carol Trendle Dr. Jo Turner & Dr. Dale Brigham Scott & Sandy Uhlmann University of Missouri Health Care Hugh E. Stephenson, Jr., M.D. Department Rod & Marsha Uphoff Peter Vallentyne & Marylene Pastides Steve & Kelli Van Doren Lisa Swaim & Tim Vincent Fred & Kathi vom Saal Bob & Brenda Wagner Bruce & Pam Walker Roger & Jill Walker Pat & Richard Wallace Michael Warnock Andy & Suzette Waters Mary Waters Bill Watkins Rob & Pam Weagley Aimee Wehmeier Louise B. Weigel Gary & Sandra Weisman Steven Westgate Todd Weyler Ruby Wheeler & Phillip Kuhler Bill & Phyllis White Heidi Dixon-White & Frank White Dr. Kevan & Ellen Whitsitt, D.D.S. Neal & Lisa Wilkinson Linsey & Sam Williams Matt & Carla Williams Roger & Cindy Wilson Vicky & Willy Wilson Lisa & Michael Wimmenauer Darin & Nancy Windsor Marty & Sherry Wohlgemuth Bill & Susan Woods Mark & Tina Workman Sharon & Kevin Yaeger Armon & Evelyn Yanders The evening of May 22, 2011 forever changed the lives of the people of Joplin, Missouri. Perhaps the worst tornadic storm ever recorded in U.S. history, the devastating tornado ravaged the town - but not the spirit of our neighbors in Joplin. Within hours of the disaster, Heart of Missouri United Way Board member, Brent Beshore of Pure Marketing, established the “Joplin, MO Tornado Recovery” Facebook page and the recovery plan was set in motion. There was no question. When asked if Heart of Missouri United Way would help, the immediate answer was, “YES; it’s the right thing to do.” In so doing, we made a commitment that no administrative fees would be incurred - 100% of all proceeds would go directly to Joplin. In partnership with Beshore, KOMU-TV8 organized a telethon at the Museao building and the KOMU studios in the span of four days. The overwhelming support from not only the state of Missouri, but from across the U.S. and around the world, was awe-inspiring. To date, more than $1.7 million has been donated to our United for Joplin recovery fund. Working with the United Way in Joplin, we assembled an Investment Review Team comprised of local Joplin citizens to get the funds flowing for those most in need. RebuildJoplin.org has continued the recovery effort by connecting people and community organizations. Heart of Missouri United Way is committed to exploring new ways of doing non-profit relief work in support of our mid-Missouri communities. It will take all of us working together - non-profit and forprofit organizations - to make a lasting change. ANNUAL REPORT 25 2011 HEART OF MISSOURI UNITED WAY LIVE UNITED. LIVE UNITED. 2011 ANNUAL REPORT 26 HEART OF MISSOURI UNITED WAY 2011 PROGRAM ALLOCATIONS Adult Day Connection Adult Day Healthcare Alzheimer’s Association Respite Care American Red Cross Armed Forces Services Disaster Preparedness Disaster Relief Big Brothers Big Sisters School-Based SOAR Traditional Boone County Council on Aging RSVP Senior Connect Boonslick Heartland YMCA Memberships Mentoring Program Summer Day Camp Youth Activities Boy Scouts of America - Great Rivers Council Urban Scouting/Scoutreach Boys & Girls Clubs After-School Program Summer Camp Youth Program Boys & Girls Town of Missouri Residential Services Transitional Living Group Home Family Counseling Center of Missouri Boonville/Fayette Outpatient Columbia Outpatient Family Health Center Family Dental Center Administration Fun City Youth Academy Summer Academy Girl Scouts of the Missouri Heartland Every Girl Everywhere Harrisburg Early Learning Center Infant & Toddler Program Preschool Program 2 Year Old Program Harvest House Emergency Shelter Job Point Employment Services-Disabilities JobWorks Youth Mentoring Partnerships Lutheran Family & Children’s Services Birthparent Program Resource Parents ANNUAL REPORT 27 2011 HEART OF MISSOURI UNITED WAY $38,000 $21,665 $89,964 975 38,898 50,091 $100,000 42,900 14,625 42,475 $81,727 12,310 68,417 $15,923 4,314 731 4,579 6,299 $42,000 $92,000 67,000 25,000 $35,780 34,500 1,280 $103,500 30,000 73,500 $126,068 $15,197 $20,000 $56,442 15,000 30,000 11,442 $18,525 $106,774 53,932 49,917 2,925 $75,250 20,000 55,250 2011 PARTNER AGENCIES Mary Lee Johnston Community Learning Center Childcare Services Meals on Wheels Home Delivered Meals Nora Stewart Early Learning Center Early Childhood Education OATS, Inc. Transportation Services Phoenix Programs Substance Abuse Treatment & Recovery Services Rainbow House Child Advocacy Center Emergency Shelter/Shelter Services Transitional Living Program Services for Independent Living Community Living Show Me Tech Transportation Youth & Family Connections The Food Bank of Central & Northeast Missouri Food Bank Program Pantry Program The Salvation Army Harbor House Social Services Office True North Advocacy Services Emergency Shelter Transitional Living Program UCP Child Development Center Camp Friday Inclusive Childcare KARS/Resource & Referral University “Y” Camp Mudd Habitat for Humanity Kid Contact Y Tutors Unlimited Opportunities Community Employment Services Family Support Services Respite Care for Families Voluntary Action Center Family Assistance & Emergency Services Volunteer Coordination Total Member Agency Allocations $117,000 $47,305 $118,000 $27,690 $41,000 $93,213 17,185 39,107 36,921 $106,154 3,900 8,970 90,066 3,218 $229,125 125,775 103,350 $138,171 109,990 28,181 $51,600 19,500 19,500 12,600 $59,175 23,372 25,716 10,087 $32,908 13,850 1,045 5,935 12,078 $41,165 7,515 16,975 16,675 $93,601 65,228 28,373 $2,234,922 Total Member Agency Allocations HMUW Community Initiatives Community Impact & Engagement Designations to Other UW’s Direct Services 2,234,922.00 130,933.80 93,080.08 7,097.57 5,317.37 Total 2011 Program Allocations $2,471,350.50 LIVE UNITED. Adult Day Connection Family Health Center Phoenix Programs Amy Byergo ByergoL@health.missouri.edu tel: 573-882-7070 adcshp.missouri.edu Gloria Crull gcrull@fhcmo.org tel: 573-214-2314 www.fhcmo.org Deborah Beste dbeste@phoenixprogramsinc.org tel: 573-875-8880 www.phoenixprogramsinc.org Alzheimer’s Association Fun City Youth Academy Rainbow House Linda Newkirk linda.newkirk@alz.org tel: 573-443-8665 www.alz.org/mid-missouri Nia Imani tel: 573-256-1436 Jan Stock jstock@rainbowhousecolumbia.org tel: 573-474-6600 www.rainbowhousecolumbia.org American Red Cross, Mid-MO Chapter Rhonda Lightfoot rlightfoot@redcrossstl.org tel: 573-445-9411 www.redcross-midmo.org Big Brothers Big Sisters Georgalu Swoboda georgalu.swoboda@bbbs.org tel: 573-874-3677 www.bbbs.org Boone County Council on Aging Jessica Macy bcca01@centurytel.net tel: 573-443-1111 www.booneaging.org Boonslick Heartland YMCA Theresa Hendrix ymca@boonville.k12.mo.us tel: 660-882-8500 www.boonslickheartlandymca.org Boy Scouts of America Doug Callahan dcallaha@bsamail.org tel: 573-449-2561 x206 www.bsa-grc.org Boys & Girls Club of Columbia Valorie Livingston valorie@bgc-columbia.org tel: 573-874-1697 bgc-columbia.org Boys & Girls Town of Missouri Paula Fleming paula.fleming@bgtm.org tel: 573-874-8686 www.bgtm.org Family Counseling Center Karen Cade atacker@fccmo.org tel: 573-443-2204 www.fccmo.org LIVE UNITED. Girl Scouts of Missouri Heartland Jennifer Orban jorban@girlscoutsmoheartland.org tel: 877-312-4764 www.girlscoutsmoheartland.org Harrisburg Early Learning Center Kim Harvey uwdaycare@centurytel.net tel: 573-875-5959 www.harrisburgearlylearningcenter.com Harvest House Marsha & Virgil Goodin tlrcfairley@sbcglobal.net tel: 660-882-3286 Job Point Jim Lovelace jiml@jobpointmo.org tel: 573-474-8560 www.jobpointmo.com Lutheran Family & Children’s Services Christine Corcoran christinec@lfcs.org tel: 573-815-9955 lfcsmo.org/locations/columbia.php Mary Lee Johnston Community Learning Center Meg Bartlett mbartlettcns@yahoo.com tel: 573-449-5600 Meals on Wheels Marcia Walker mowheels@gmail.com tel: 573-886-7554 www.mealsonwheelscolumbia.org Nora Stewart Early Learning Center Cheryl Howard cherylhoward@norastewart.com tel: 573-449-5981 norastewart.com OATS, Inc. Jack Heusted jackh@oatstransit.org tel: 57-449-3789 www.oatstransit.org Services for Independent Living Aimee Wehmeier awehmeier@silcolumbia.org tel: 573-874-1646 www.silcolumbia.org The Food Bank for Central & NE Missouri Peggy Kirkpatrick peggyk@sharefoodbringhope.org tel: 573-474-1020 sharefoodbringhope.org The Salvation Army Major Kendall Mathews kendall_mathews@usc.salvationarmy.org tel: 573-442-3229 usc.salvationarmy.org/usc/www_usc.nsf True North Barbara Hodges bhodges@socket.net tel: 573-875-1369 www.truenorthofcolumbia.org UCP Child Development Center Christy Brookins brookinsc@ucpheartland.org tel: 573-449-6783 www.ucpheartland.org University Y Julie Alexander AlexanderJu@missouri.edu tel: 573-882-1550 uymca.students.missouri.edu Unlimited Opportunities Jennifer Waibel jennifer@uoi.org tel: 660-882-5576 www.uoi.org Voluntary Action Center Nick Foster dir@vacmo.org tel: 573-449-6959 www.vacmo.org 2011 ANNUAL REPORT 28 HEART OF MISSOURI UNITED WAY AGENCY RELATIONS COMMITTEE CAPACITY BUILDING The following are some of the training and retooling opportunities provided by Heart of Missouri United Way to its partner agencies during the transition to Community Impact. (All trainings provided in 2010-2011 were at no cost to the agencies.) Greg Grupe Community Volunteer Tina Ehrhardt • Diversity training sponsored and hosted by Missouri Employers Mutual (MEM) for all agency partners Stephens College Troy Norton • Adult and infant CPR training and certification provided by the American Red Cross Williams-Keepers LLC Erik Morse • Provided and paid for one-on-one technical assistance and training for struggling agency programs Veterans United Home Loans Gary Ford • Provided board training from a National Board Training Expert Tana Hagen Providence Bank Gwen Jones Harry S. Truman Memorial Veterans’ Hospital Sallie Houser-Hanfelder Harry S. Truman Memorial Veterans’ Hospital Elizabeth Wilson William Woods University Community Volunteer • Paid for four (4) Executive Directors to attend an ongoing professional development roundtable geared toward professional development • Provided training on new benefits packages and retirement rules for nonprofits Heart of Missouri United Way achieves levels of quality and fiscal efficiency that other charitable organizations nationally aspire to attain. When you make a pledge to the Heart of Missouri United Way, you can be assured that your contribution will be used wisely to help people in need. Our allocations process works to ensure that every program we fund is well managed and getting results. • Provided a one-day workshop with all of the top local marketing firms presenting to agencies • Brought in a National Thought Leader to educate and train on poverty Allocations volunteers determine how to award contributor dollars to agencies to benefit the greatest number of people. Annually, United Way volunteers review each agency in financial, program, and results performance areas, then strategically invest funding to achieve the best results. • With a corporate partner, provided a National Thought Leader to speak about the Five Trends in Nonprofit Services • Provided training and technical assistance to agencies and boards of directors on Operations/Administration/Grant Writing/Strategic Planning • Worked with statewide nonprofit to ensure agencies had training monies (underwritten) to attend training on program evaluation ANNUAL REPORT 29 2011 HEART OF MISSOURI UNITED WAY LIVE UNITED. LIVE UNITED. 2011 ANNUAL REPORT 30 HEART OF MISSOURI UNITED WAY LIVE UNITED ACTION TEAMS COMMUNITY PROGRAMS There are myriad ways for businesses to partner with Heart of Missouri United Way. By doing so, companies build community goodwill and reinforce their reputations as good corporate citizens with their customers, employees and our mid-Missouri community. Dolly Parton’s Imagination Library was founded in 1996 by Dolly Parton in Sevier County, Tennessee, in order to foster a love of reading among preschool children and their families. It is now an international success, reaching more than 1,100 markets, including Columbia, Missouri, where it was launched in 2008 as a United Way Women’s Initiative program. One of the ways a company can engage with our community through United Way is by forming a LIVE UNITED Action Team. Volunteers from across the community contribute thousands of volunteer hours each year in activities benefiting United Way Partner Agencies and local non-profit organizations. LIVE UNITED Action Team members see first-hand the impact and importance of community-focused work that helps people in need. Heart of Missouri United Way coordinates projects from large to small. Today the Imagination Library is a program of Heart of Missouri United Way, which provided books to more than 3,900 children in 2011. We enjoy a nation leading participation rate of 80%, far above the national average of 35%. Our success is a result of strategic partnerships with the following: • • Thank you to those that gave of their time and talent to make a difference for so many in 2011! • • Total Volunteers: 439 Boone Hospital Center and University of Missouri Women’s and Children’s Hospital, whose staff members present parents with newborns their first Imagination Library book and an enrollment form, Columbia Public Library, which collects participant names and manages the database, The Friends of the Columbia Public Library, which provides funding for The Little Engine That Could™, every child’s first book, and Parents as Teachers, who promotes the Imagination Library when they conduct in-home visits at homes where children live. Karen Taylor, Executive Vice President, Consumer Banking, Boone County National Bank, is chair of the Columbia Chapter of Dolly Parton’s Imagination Library. Total Volunteer Hours: 1,738 The following individuals led their company teams in volunteer projects benefitting the noted agencies: Shannon Alvis Boyce and Bynum Pathology Labs Volunteered for The Food Bank of Central & Northeast Missouri Kate Parshall Marberry and Company Volunteered for The Food Bank of Central & Northeast Missouri Dean Runyan Columbia Insurance Group Volunteered for Coyote Hill Tiffany Paige MBS Textbook Exchange, Inc. Volunteered for The Food Bank of Central & Northeast Missouri Roxy VanPool IBM Volunteered for Rainbow House Daniel Rumans Isle of Capri Casino Volunteered for multiple organizations Amy Voltmer JES Holdings Volunteered for Coyote Hill ANNUAL REPORT 31 2011 HEART OF MISSOURI UNITED WAY Shirley Johnson Missouri Employers Mutual Volunteered for Boone County Council on Aging & Habitat for Humanity Mitzi Clayton University of Missouri Athletics Volunteered for The Food Bank of Central & Northeast Missouri & Meals on Wheels Jenn Tade Shelter Insurance Companies Volunteered for Coyote Hill Tonya Reynolds State Farm Insurance Companies Volunteered for The Food Bank of Central & Northeast Missouri & Boone County Council on Aging Marsha Moore University of Missouri System Volunteered for The Food Bank of Central & Northeast Missouri Jessica Trimble Williams-Keepers LLC Volunteered for Coyote Hill & Family Counseling Center LIVE UNITED. LIVE UNITED. 2011 ANNUAL REPORT 32 HEART OF MISSOURI UNITED WAY EMERGING INITIATIVE - CHILDHOOD HUNGER COMMUNITY INITIATIVES Lunch for Learning Report from Laina Fullum, Director of Nutrition Services 2010-2011 Last school year there was a charge policy that allowed students to charge up to $7.00 in meals. Then, after that point, they were given an alternate meal (PB&J, apple and milk at lunch or cereal, fruit and milk at breakfast). Nutrition Services staff and students were being put in the middle. The staff requested that we reform our charge policy. 2011-2012 2-1-1 is a fast, free and confidential information & referral line available 24 hours a day, 7 days a week. 2-1-1 call centers operate under national standards and are staffed by trained specialists who quickly assess the callers’ needs and refer them to the help they seek. Information is available on a broad range of services, including food banks, affordable housing, health resources, child care, after-school programs, elderly care, financial literacy, and job training programs. Missouri 2-1-1 will be entering it’s fifth year of operation in 2012. Heart of Missouri United Way’s three county coverage area alone had 2,398 calls in the past year with 3,324 identified needs. Launched in mid-Missouri in July 2009 by Heart of Missouri United Way, FamilyWize, provides uninsured and underinsured Missourians discounts on prescription medications of all kinds at any pharmacy. Every day people are using FamilyWize cards to save money on their prescriptions and to enable them to get the medicine they would not otherwise have been able to afford. The savings on the cost of the medicine is provided by the more than 65,000 participating local pharmacies that have agreed voluntarily to accept FamilyWize cards and lower the cost of the medicine. In 2011, the FamilyWize discount card has saved mid-Missourians over $17,809! The Top 3 identified needs were: 1. Utility Assistance (1,010) 2. Rent/Mortgage Payment Assistance (319) 3. Shelter/Temporary Housing (310) This school year, thanks to the United Way and several individual donors, students did not receive alternate meals any longer at all grade levels but high school. We were not able to collect unpaid charges from last year’s student participation. There were 67 students that totaled $877 in charges. This was the first pay out of donated funds. Our alternate meals record from February-May of 2011 only (records not available before Feb.), totaled a breakfast count of 2,170 meals ($2,929.50) and a lunch count of 10,300 meals ($21,630) which were delivered to students free of charge. Our department will not be able to recuperate those costs, but will hopefully avoid them in the future. August-September 2011 Annually the Nutrition Services Department processes all free and reduced price applications. To qualify, a household must be 185% of the poverty level to qualify for reduced price meals and 130% to qualify for free meals. Until applications are processed, students are allowed to charge to their lunch account which is a computerized debit system. Early in the school year funds were not needed due to the lack of accumulation of high balances at this point in time. October-November 2011 Student households that qualified for benefits last year are allowed 30 operating days to get in a new application or they are dropped from free and reduced meal benefits. As of October 3rd they were dropped from benefits. CPS Nutrition Services turns in monthly claim reports to the Department of Elementary and Secondary Education, School Food Services. Applications and claims cannot go retroactively once a student is in the paid category and has charged up meals. In October and November student accounts are reaching maximum charge levels of $94.10. Our department and our school offices make phone calls to home, send home letters to parents to alert them of the high balances. An application for meal benefits is also sent home to exhaust all possibilities of payment from the parent/guardian and/or possibility to qualify for meal benefit assistance before using funds. If the household does not qualify for benefits and cannot pay the balance on their child’s account, they are then in the position to receive United Way/donor funds. Nutrition Services is attempting to utilize funds as a last resort so that donors know that we are trying to recognize only those households who are truly in need and not just misinformed about the system or abusing the system. Nutrition Services are being conservative with funds so that they will be available when needed. December 2011 and January 2012 With the beginning of the new year, there continue to be high student balances. As of 1/23/12, the total currently owed to CPS in lunch/breakfast charges is $13,709.10 for the entire district. Much of this balance can and will be recovered, but some will remain unpaid and require donated funds. Our department made over 60 calls this month to high balance households and as a result will be increasing our recipients who are in need of assistance on a bi-weekly basis. This week’s payout totaled $473.74. Student charges equaling $1,545.65 in high are being assessed for need in the next two weeks. That is the summary of where we are currently. It is a slow process, but it does yield accurate information given time. ANNUAL REPORT 33 2011 HEART OF MISSOURI UNITED WAY LIVE UNITED. LIVE UNITED. 2011 ANNUAL REPORT 34 HEART OF MISSOURI UNITED WAY 1700 East Pointe Drive, Suite 201, Columbia, MO 65201 tel: 573.443.4523 / fax: 573.874.1285 / www.uwheartmo.org