ADVANCING
THE
COMMON
GOOD
JUNE 30, 2014 ANNUAL REPORT
United Way in Waukesha County
UnitedWayWaukesha.org
TABLE OF CONTENTS
ii | United Way in Waukesha County
Message from President and Executive Director 3
Values and Mission4
Impact Areas5
Community Initiative: Financial Stability
6
Community Initiative: Helping Kids Succeed
7
2014 Strategic Partners8
Results of Funded Programs
9
Annual Campaign Report10
Annual Campaign Sponsorships11
Leaderboard Supporters12
Celebrating Volunteers13
Committee Volunteers14
Financial Statements18
Tocqueville Society20
Board of Directors & Staff
21
Impact 2-1-1 and United Way
22
Thriving Waukesha Alliance23
Message from the President of the Board and Executive Director
United Way values our generous donors, volunteers, and community partners who help make lasting change in
Waukesha County possible. Thanks to your loyal support, we have achieved remarkable success this past year.
Helping Kids Succeed: United Way in Waukesha County investments drive parental engagement that help kids
succeed by improving school attendance, raising grades and increasing the graduation rate of those at risk of not
completing this important milestone. Currently, 84% of students improved their attendance due to their parent’s
learning the skills needed to effectively communicate and participate with the child’s school.
Financial Stability: The inability for many of Waukesha County’s citizens to meet their basic needs affects us
all, and with 16% of the population considered low income or working poor, United Way in Waukesha County is
focusing on teaching hardworking individuals and families, struggling to meet their basic needs, the skills they
need to increase income, build savings, and gain assets. Current results show that 92% of clients in Financial
Stability programs have maximized their existing income by increasing budgeting skills. These increased
budgeting skills also led to the clients increasing their income and assets, paving the way to self-sufficiency.
United Way in Waukesha County has also shown collaborative leadership by participating in the Thriving
Waukesha County Initiative. Together with the County Executive’s Office, Greater Milwaukee Foundation and
Waukesha County Community Foundation, we began implementing recommendations to create long-term
sustainability and optimal capacity of the health and human services sector. Initial efforts this year included
educating nonprofit agency leaders and boards on effective governance and collaboration practices; bringing
funders together to educate them on how to leverage financial resources to achieve a greater collective impact;
and affinity group dialogue and planning to address transportation and homelessness in Waukesha County.
Looking ahead, United Way in Waukesha County remains strong and determined in our efforts to improve lives
by working in collaboration with many community partners. Thank you for Living United this past year by Giving,
Advocating, and Volunteering.
Sincerely,
Jay Magulski Jayne Thoma
President, Board of Directors
Executive Director
2012-13 Annual Report | 3
MISSION
Building a stronger community by creating opportunities to give, advocate,
and volunteer.
VALUES
We value accountability, engagement, partnership, and collaboration.
4 | United Way in Waukesha County
Employees from Waukesha State Bank
INVESTING IN
INRESULTS:
RESULTS: 2013
United Way in Waukesha County continues to effectively take action and is addressing tomorrow’s needs and
opportunities.
United Way’s
performance-based
investment
model
your contributions
are invested to get
United Way in Waukesha
County
continues to effectively
take action
andensures
is addressing
tomorrow’s needs
results
in critical United
issuesWay’s
that are
facing our community.
and opportunities.
performance-based
investment model ensures your contributions are
invested to get results in critical issues that are facing our community.
Impact Area
MEETING BASIC NEEDS
DEVELOPING SELF-RELIANCE
STRENGTHENING COMMUNITY
Issues/Program Investments
Community Impact Initiatives
Immediate Health Needs
Transportation
Disasters
Homelessness
Utility Shutoffs
Hunger
Employability
Secure Living Arrangements
Mental Health
Credit Counseling
Financial Education
Adult Day Care
Child Care
Caregiver Support
Respite Care
Parental/Guardian Involvement
Domestic Violence
Child Abuse/Neglect
Substance Abuse
Conflict Resolution
Community Navigation
Social Integration
Born Learning
School Readiness/Early Learning
Leadership Skills
Volunteering
Financial Stability
Helping Kids Succeed
United Way in Waukesha County
1717 Paramount Drive
Waukesha, WI 53186
Ph: (262) 547-8459
Fax: (262) 548-8945
www.UnitedWayWaukesha.org
2012-13 Annual Report | 5
FINANCIAL STABILITY
Long Term Investment 2023
Issue: Financial Education
The inability for many of Waukesha County’s citizens to meet
their basic needs affects the entire community. Twelve percent of
the population is considered low income or working poor*.
United Way in Waukesha County is addressing this issue by
focusing on teaching hardworking families and individuals
struggling to meet their basic needs the skills they need to
increase income, build savings, and gain assets.
Strategies for Success:
Success Story
Amanda thought she had done everything right. But after
finishing school, she was left with what felt like insurmountable debt. She had relied on credit cards to get her
and her six year old daughter by while she went to school
full time and now had over $20,000 in debt in addition to
her student loans. She turned to the Financial Stability Initiative
for help. Her goals included paying off her debt, improving her
credit score, saving money, investing in a 401K and buying her first home. Through one-on-one coaching, Amanda
learned how to create a budget and stick to it. She also started
contributing to her employer matched 401K program.
Amanda learned how to negotiate with her creditors and reduced
the interest rates she was paying on her credit card debt.
Even through the birth of her second child she stayed on
track with her budget and was even able to purchase a car.
After five years of hard work she finally paid off her credit
card debt and raised her credit score. She then decided to
enroll in home-buyer education classes. She saved money
for a down payment through a savings match program
offered through the Financial Stability Initiative and was
able to purchase her first home. It took Amanda six years
of hard work through the Financial Stability Initiative, but
her dedication and hard work paid off. She is a self-sufficient
home owner who is gainfully contributing to the local economy.
6 | United Way in Waukesha County
• Intensive one-on-one case management to teach
budgeting skills and develop short and long term goals.
• Build and increase savings and credit through
financial literacy seminars, educational materials, and
workshops.
• Increase employability and develop a dependable
workforce utilizing career counselors and classroom
training.
• Utilize learned skills to increase total income and
acquire essentials, such as cars, homes, and insurance.
2023 Long Term Results:
• Reduce by 85% (610 of 717 targeted clients) the number
of working poor of targeted families (150 -200% of the
poverty level; average income $40,000 for a family of
four*).
Current Results:
•
•
92% of clients improved their ability to increase income
and gain assets by maximizing their existing income
through increased budgeting skills.
81% of clients who participated in Consumer Credit
Counseling services avoided bankruptcy.
HELPING KIDS SUCCEED
Long Term Investment 2023
Issue: Parental Engagement
Student achievement and personal development is closely
tied to positive parental involvement. There are a multitude
of barriers that can get in the way of parental engagement.
It is important for all families and the community to work
well together so that all students are successful. United
Way in Waukesha County investments drive Parental
Engagement that helps students succeed by improved
school attendance and grades and by increasing the
graduation rate.
Strategies for Success:
Success Story
Jake was a disengaged high school student. He struggled with
a traditional school environment because of not being able to
connect what he was learning to real life applications. Jake’s
opportunity came with enrollment into the 21-month hands on
work/school program through GPS Education Partners. Jake
was able to gain exposure to a variety of skills including maintenance, packaging and assembly in local manufacturing
companies.
Jake was able to graduate on time with his classmates and was
even chosen to speak at graduation. He openly admitted that
due to the skills he learned, he was far less likely to engage
in risky behaviors that would jeopardize his future. He gave a
heart felt thank you to those mentors who helped him not just
learn skills in manufacturing, but how to mature, how to take
on responsibility and respect himself, his job and others. After
graduation Jake joined the military and plans to continue his
education.
• Mediation services are used as a one-on-one strategy
with parents, the child, and school to address the
issues that are affecting the child. Mediation works to
establish a plan to increase school attendance, grades,
and graduation rates. Mediation creates a mutually
agreed upon action plan for learning between the
parent, child and school.
• Placing students who are struggling in a traditional
school environment into a 21 month hands-on work/
school program that allows the student to work in local
industry learning valuable skills and completing their
high school education at the same time.
2023 Long Term Results:
• 85% (1,071 of 1260) of targeted students successfully
graduate high school.
• 85% (959 of 1,128) of parents or guardians develop a
clear understanding of how they can be an engaged
partner with schools and organizations.
Current Results:
•
•
87% of parents/guardians clearly understand how to be
an engaged partner with their child’s school and organizations.
84% of students had improved attendance and grades
when their parents were able to effectively communicate
and participate with their child’s school.
2012-13 Annual Report | 7
United Way in Waukesha County
PARTNER AGENCIES
Adaptive Community Approach Program
Stillwaters Cancer Support Services
Alzheimer’s Association of Southeastern Wisconsin
The Caring Place
American Red Cross in Southeastern Wisconsin
The Women’s Center, Inc.
Association for the Rights of Citizens with handicaps
Waukesha County Community Dental Clinic
Big Brothers Big Sisters of Metropolitan Milwaukee
Wisconsin Community Services, Inc.
Boy Scouts of America, Potawatomi Area Council
YMCA at Pabst Farms
Catholic Charities
YMCA of Central Waukesha County
Community Outreach Health Clinic
Curative Care Network-Waukesha
Easter Seals Southeast Wisconsin
Energy Services, Inc.
Family Service of Waukesha
Girl Scouts of Wisconsin Southeast
GPS Education Partners
Hebron House of Hospitality, Inc.
IMPACT - Alcohol & Other Drug Abuse
Interfaith Senior Programs, Inc.
La Casa de Esperanza, Inc.
Literacy Council of Greater Waukesha, Inc.
Lutheran Social Services of Wisconsin & Upper Michigan, Inc.
National Alliance on Mental Illness
Parent’s Place
Richard’s Place, Inc.
Safe Babies Healthy Families
Salvation Army / Waukesha
St. Joseph’s Medical Clinic
8 | United Way in Waukesha County
Fr. David Bergner, Catholic Charities
United Way in Waukesha County
Results of Funded Programs
Big Brothers Big Sisters of Metropolitan Milwaukee & Waukesha County, Inc. – Mentoring Program
• 95% (200 of 210) of youth matched with a mentor demonstrated improvement in believing
it is important to perform well in school.
Community Outreach Health Clinic – Clinic Services Program
• 89% of care-managed patients (162 of 182) achieved health improvements as measured
at 3 - 6 and 12-month intervals.
Easter Seals Southeastern Wisconsin – Supported Employment Program
• 97% (339 of 350) of adults with disabilities increased social interaction skills through
workforce training programs.
Family Service of Waukesha – Consumer Credit Counseling Program
• 98% (55 of 56) clients resolved financial burdens by following through with their debt
management plans.
Girl Scouts of Wisconsin Southeast – Leadership Development Program
• 91% (1007 of 1106) of girls participating in the Girl Scout Leadership Experience demonstrated
increased feelings of self-confidence as a result of taking part in personal discovery
activities and seeking out new challenges.
La Casa de Esperanza – Workforce Development Program
• 68% (349 of 517) of participants seeking employment developed awareness of the necessary
skills needed to gain employment.
Lutheran Social Services of Wisconsin & Upper Michigan, Inc. – Adult Day Program
• 91% (74 out of 81) of clients were able to remain living in their own home or in a noninstitutional setting as a result of their participation in the adult day program.
National Alliance on Mental Illness (NAMI) Waukesha – Support Program
• 93% (955 of 1048) of individuals receiving NAMI support services report that they understand
that mental illness is a disease.
2012-13 Annual Report | 9
ANNUAL CAMPAIGN REPORT
GIVE:
The 2013 annual campaign began with the announcement of the first tri-chair volunteer team. Campaign leadership
consisted of tri-chairs from corporate partner GE: James Ambrose of GE Healthcare Financial Services, Robert
Hutchinson of GE Power & Water, and Robert Reilly of GE Healthcare. The recruitment of three GE leaders was
significant considering GE employs hundreds of people in Waukesha County and is United Way’s largest corporate
supporter.
Total dollars raised in 2013 were just past $4.3 million. Over 500 corporations and individual supporters partnered
with United Way to generously support so many in need of help in Waukesha County.
A multi-faceted fundraising approach was implemented to solicit financial support throughout the county. A dedicated
group of volunteer campaign cabinet members continued the annual CEO outreach efforts to the top 100 giving
accounts. Efforts included increased Leadership and Tocqueville Society giving, new account development, increased
employee participation, increased visibility and a continued focus to recognize Loyal Contributors; individuals who
have given to United Way for ten years or longer.
For the third year, Leadership donors were recognized at the “Champions in Giving” event sponsored exclusively by
Judie and Jerry Couri and hosted at the home of Kris and Wendy Ackley in Hartland. In 2013, the leadership giving
recognition level increased from $1,000 to $1,200. Donors were able to experience unique food items from many
fabulous restaurants and participated in a question and answer session and live auction with Donald Driver from the
Green Bay Packers.
Companies UNITED, a group comprised of company representatives from large and small organizations throughout
Waukesha County met throughout the year to promote the LIVE UNITED movement of give, advocate, and volunteer.
ADVOCATE:
United Way in Waukesha County continues to advocate, lending a voice to champion a cause. This past year United Way
in Waukesha County made a big impact by joining over 700 advocates from United Ways around the country to
advocate and raise their voices on May 14 at Hill Day in Washington D.C. United Way leaders and supporters advocated
for sound policies affecting education, income, and health and the non-profit sector’s capacity to advance the common
good, such as Head Start, the Community Volunteer Income Tax Assistance (VITA) Program, the Earned Income Tax
Credit, and the Children’s Health Insurance Program (CHIP). As
congressional leaders considered their spending proposals for
2015, it was an important time to send the message that
education, financial stability, and the health of our children and
families be a top priority.
The picture features representatives from United Ways across the
state of Wisconsin, including United Way in Waukesha County’s
Executive Director, Jayne Thoma.
10 | United Way in Waukesha County
VOLUNTEER:
United Way in Waukesha County’s (UWWC) Community Volunteering connects individuals and groups to opportunities,
equips local agencies to best accommodate those who want to serve, and inspires the community to give back by
sharing their time and talents.
UWWC Community Volunteering achieved great success this year in several areas. The annual Volunteer Recognition
event that is held every April reached record attendance, gained considerable sponsorship, and received positive
feedback from the community. In addition, Born Learning Trails were sponsored and installed in Waukesha County in
Fall 2013 and June 2014. This has helped to define us as a national leader and resource for other United Ways working
to achieve this goal.
A student volunteer from Carroll University, Nicholas Sammataro, created a mobile app to increase the capacity of
United Way’s ability to connect individuals and groups to volunteer opportunities in Waukesha County. The app is
available for free download in the Apple Store and Google Play Store and is updated regularly with new volunteer
opportunities.
In addition to serving community members, we also heightened assistance to our agencies. In Fall of 2013, we
celebrated the kickoff of our online Resource Library for agency partners. Tools in the library include articles on
volunteer recruitment, risk management, and working with inter-generational volunteers. We also increased the
promotion of and attendance of training sessions for our partner agencies. Training sessions included social media
and capacity building workshops.
CAMPAIGN SPONSORSHIPS
Campaign Sponsors
Associated Bank
Beer Capitol Distribution
GE Healthcare
GE Healthcare Financial Services
GE Power & Water
Jerry and Judie Couri
JML Holdings
Tailored Label Products, Inc.
Waukesha County Labor Council
Waukesha State Bank
Winter, Kloman, Moter & Repp, S.C.
Loaned Executive Sponsors
BMO Harris Bank
Generac Power Systems, Inc.
HUSCO International, Inc.
M3 Insurance Solutions
UPS
2013 Loaned Executives: (left to right) Melissa Anzalone, Tom
Bergen, Mary Makowski, and Leslie Hoberg (UPS).
2012-13 Annual Report | 11
LEADERBOARD SUPPORTERS
Recognizing organizations with a combined corporate and employee giving total of $25,000 or more.
$700,000 and above
GE Healthcare, GE Healthcare Financial Services & GE Waukesha Gas Engines
$200,000 and above
MetalTek International, Wisconsin Centrifugal Division
$100,000 and above
AT&T
Cooper Power Systems
HUSCO International, Inc.
ProHealth Care, Inc.
UPS
We Energies
$50,000 and above
BMO Harris Bank
Generac Power Systems, Inc.
Landmark Credit Union
Quad/Graphics, Inc.
R&R Insurance Services, Inc.- Waukesha Office
US Bank
Waukesha State Bank
$25,000 and above
Aptar
Aurora Healthcare, Inc.
Bruno Independent Living Aids
Catepillar, Inc.
Century Fence Company
Dickten Masch Plastics
DUECO/UELC/Odyne Corporation
Froedtert & the Medical College of Wisconsin Community Memorial Hospital
ITW Ark-Les
Kalmbach Publishing Company
M3 Insurance Solutions, Inc.
Tailored Label Products, Inc.
Target
School District of Waukesha
Waukesha County Government
12 | United Way in Waukesha County
CELEBRATING VOLUNTEERING
2014 INSPIRE BY EXAMPLE AWARD WINNERS:
Celebrating the spirit of volunteerism and honoring outstanding volunteers of Waukesha County.
Volunteer of the Year:
Dick Smith
Community Leader of the Year:
Dave Vetta
Volunteer Group of the Year:
Metropolitan Builders Association (MBA)
Outstanding United Way Volunteer of the Year:
Brian Dorow
Youth Volunteer of the Year:
Colleen DeLisle
Business Partner of the Year:
Hunzinger Construction Co.
2014 Bruce Gill Executive Volunteer of the Year:
Jim Tarantino
2014 INSPIRE BY EXAMPLE RECOGNITION & CELEBRATION EVENT SPONSORS:
Presenting Sponsor: Milwaukee Journal Sentinel Major Sponsors: GE Healthcare, GE Healthcare Financial
Services, GE Power & Water, ProHealth Care & Marine Bank
2012-13 Annual Report | 13
Campaign Cabinet:
COMMITTEE VOLUNTEERS
Volunteers develop, maintain and grow relationships with individuals and organizations in order to attract and sustain
resources that support United Way’s mission.
Mr. James Ambrose*
Mr. Brian T. Baker
Mr. Jose Bucio
Mr. William Danzinger
Mr. Michael S. Erwin
Dr. Patricia Fagan Greco
Ms. Patricia A. Galante
Mr. David Gilmartin
Mr. Brad Hansen
Mr. Douglas N. Hastad
Mr. Robert Hutchinson*
Mr. Marcus Israelsson
Ms. Suzanne Kelley
Mr. William J. Kenton
Mr. Rick Klein
Mr. Randy Lorenz
Mr. Bill Nantell
Mr. Joseph M. Pieper
Mr. Robert B. Reilly*
Mr. Jack Riesch
Ms. Janet Schulz
Mr. Mark Thurman
Mr. Ben Simon Turner
Mr. Dale E. Van Dam
Mr. Jeffrey Wagoner
*Campaign Chair
Communications & Marketing Committee:
Volunteers collect, analyze, and use critical information about the market and target audiences to create broad
awareness of United Way though consistent year-round messaging.
Mr. Arthur J. Aiello
Mrs. Connie Bielinski
Ms. Brittany Darga
Ms. Traci Huntemann-Piatt
Mr. Eric Kase
Mr. Bill P. King
Ms. Jayne McConville
Ms. Michelle M. Meier
Ms. Katherine Michalets
Mrs. Lindsey Muchka
Ms. Jan Nowak
Mrs. Andi Oppmann
Ms. Kelly Ratliff
Ms. Julie A. Rogers
Mr. Charles G. Stevens
Ms. Rebecca Talaska
Ms. Sarah Zubarik
Developing Self-Reliance Committee:
Volunteers dedicate their time to deciding where monies raised are best distributed in the community.
Mr. Robert C. Borch
Judge Mac Davis
Mr. Bill Downham
Mr. David Gilmartin
Ms. Emily Hepburn
Ms. Mary Diane Hood
Ms. Annette Klare
Mr. Randy Lorenz
Mr. Bradley O. Olson
Mr. Mike Payne
Ms. Lori Rolfson
Ms. Marcia Rupp
Mr. Keith Shepard
Ms. Sandy G. Siira
Dr. Rajiv R. Varma M.D.
Mr. Brad Wells
Finance & Audit Committee:
Volunteers provide financial review of operations for United Way in Waukesha County.
Mrs. Brenda Brandt
Ms. Erica Fischer
Mr. Jeremy Geisel Jr.
Mrs. Jennifer L. Hausch
Mr. Randy Lorenz
Ms. Kristin Z. Reilly
Mr. Terry R. Sutter
Mr. Jeffrey A. Thiel
Financial Review Committee:
Volunteers dedicate their time to deciding where monies raised are best distributed within the community.
Mr. Michael E. Berry
Ms. Helen Blomberg
Mr. Robert C. Borch
Randy Brinkmann
Mrs. Sandra M. Ethier-Roadt
Ms. Melinda Gnorski
Mr. Damir Hadzalic
Mr. Carl Marzolf
Mr. Terry R. Sutter
Mr. Brad Wells
Human Resources Committee:
Volunteers oversee human resource process and procedures for United Way in Waukesha County.
Mr. Michael S. Erwin
Ms. Mary L. Hubacher
14 | United Way in Waukesha County
Ms. Mary G. Hunter
Ms. Lori Rolfson
Ms. Lynnette Zitzke RN
Information Technology Committee:
Volunteers oversee and advise information technology processes and procedures for United Way in Waukesha
County.
Mr. Ryan T. Corcoran
Ms. Jo Jones
Ms. Margaret Mcchesney
Mr. Scott Fudali
Mr. Jeffrey Karrels
Mr. Jeff Neuburg
Ms. Lois Faye Gresholdt
Ms. Cynthia A. Loppnow
Mr. Dwayne Tieman
Impact Strategies & Results Committee:
Volunteers dedicate their time to deciding where monies raised are best distributed within the community.
Mr. Robert C. Borch
Mrs. Sandra M. Ethier-Roadt
Mr. Bill Downham
Ms. Annette Klare
Ms. Tamie Koop
Mr. Randy Lorenz
Doug and Nancy Hastad, Carroll University
Ms. Monica Marton
Mr. Joseph C. Niebler Jr.
Mr. James R. Reinke II
2012-13 Annual Report | 15
COMMITTEE VOLUNTEERS
Planned Giving Committee:
Volunteers develop policies and provide oversight of planned giving.
Ms. Mary Baer
Ms. Nancy M. Bonniwell
Ms. Kathryn M. Leverenz
Mr. Christopher Menden
Ms. Kristin Z. Reilly
Mr. Spencer Simonen
Labor Committee:
Volunteers develop, maintain, and grow relationships within the Organized Labor sector through fundraising, advocacy, and
volunteerism.
Mr. Jody Abbott
Mr. Jeff R. Arnold
Ms. Alisa Brown
Mr. Jose Bucio
Mr. Douglas Calvert
Ms. Clarice Collins
Mr. Tom Coyne
Mr. Mike Daily
Mr. John Dillon
Mr. Gerry Ferreira
Mr. Mike Follett
Mr. Walter Furrer
Mr. Lee Gierke
Mr. Rick Gutierrex
Mr. Scott Hink
Mr. David Hinkley
Mr. Corey Holland
Mr. Perry Kettner
Mr. Michael R. Kluth
Mr. Joe Kreuser
Mr. Randall Krocka
Mr. Bruce Larson
Mr. Keith Lynn
Mr. Thomas L. Millonzi
Mr. Robert McDonald
Mr. Scott Milheiser
Mr. Michael Mooney
Mr. Jose Negron
Mr. Tony Neira
Mr. Larry Numley
John Otterstein
Mr. Bruce Pasbrig
Mr. Earl Phillips
Mr. Lloyd Pickart
Mr. Richard Pusa
Mr. Mark Rectenwald
Mr. Jack Redmond
Mr. Leo Reisinger
Mr. David Schramke
Mr. Al Schultz
Mr. Todd Scrima
Mr. Alan Simonis
Mr. Jeff Smith
Mr. Leonard Sommers
Mr. Scott Spearo
Rick Szymanski
Ms. Ellen Talavera
Mr. Pat Tappa
Ms. Cathie Tikkanen
Mr. Blane Tom
Mr. Bill Verbeten
Mr. Rick Verhein
Mr. George Walls
Mr. Wilmer Wellstein
Mr. Andrew White
Tony Zaffero
Meeting Basic Needs Committee:
Volunteers dedicate their time to deciding where monies raised are best distributed within the community.
Mrs. Sandra M. Ethier-Roadt
Ms. Melinda Gnorski
Ms. Gwen Greeler
Dr. David Helling
Ms. Stephanie Hesse
Mr. Buck T. Houston
Mrs. Linda Janecke
Ms. Kristin Kuczynski
Mr. Glen Lewinski
Ms. Robyn Ludtke
Ms. Michelle Martin
Ms. Monica Marton
Mr. Bob Mortensen
Ms. Erika Smith
Mr. Scott Spearo
Mr. Michael Ward
Organizational Leadership & Governance Committee:
Volunteers lead United Way to successfully fulfill its mission through sound governance, board and staff development,
business planning, and system citizenship.
Mr. Larry E. Dux
Ms. Carol Heideman
Ms. Janet Schulz
Mr. Scott Hedding
Mr. Jerry Kaczowski
Ms. Heidi Wiley
Public Policy Committee:
Volunteers review public policy and advocacy issues that may impact United Way’s initiatives and/or direct program
investments.
Mr. Brian Dorow
Mr. Kevin L. Glaser
16 | United Way in Waukesha County
Mrs. Joanie Kerwin
Ms. Carol Lombardi
Mr. Donald L. Maurer
Mr. Anselmo Villarreal
Strengthening Community Committee:
Volunteers dedicate their time to deciding where monies raised are best distributed within the community.
Mrs. Regina Baecher-Oberlin
Ms. Betsy Ellis
Ms. Pamela J. Groh Rasmussen
Mr. Robert W. Habich
Ms. Katie Hibbard
Mr. Joseph Jursenas
Mr. Jerry Kaczkowski
Ms. Tamie Koop
Mr. Donald L. Maurer
Ms. Carol Maurer
Mrs. Amanda Payne
Mr. James R. Reinke II
Ms. Lynn M. Sigfred
Volunteer Advisory Committee:
Volunteers provide information, guidance, advice and support to United Way Volunteer Center to improve efficiency
and effectiveness of operations and to promote volunteerism.
Mr. Jesse Baranczyk
Ms. Tammy Behnke
Mr. Rick Beutler
Ms. Joanne M. Blaesing
Ms. Breanne Bucher
Ms. Mary Hannes
Mr. Phil Hanson
Ms. Jo Jones
Ms. Katy Launius
Ms. Peggy McEvoy
Ms. Anne Molzberger
Ms. Catherine Price
Ms. Jean M. Schultz
Ms. Marcy Stutzman
Ms. Teddi Zeman
United We Dine Committee:
Volunteers provide support in the planning and execution of the United We Dine program.
Mr. Jeff L. Anderson RHU, ARM
Ms. Kathy Anderson
Mr. Thomas Bergen
Richard Mundell, BMO Harris Bank
Mr. Craig Cerbins
Mr. Eric Fennessy
Ms. Martha Garza-Rehrer
Ms. Ruth Graczkowski
Mr. R. Sherman On
Mr. Gary Pogodzinski
2012-13 Annual Report | 17
STATEMENT OF FINANCIAL POSITION
Statement of Activities for the Year Ended June 30, 2014
Unrestricted Net Assets:
Revenue and Support:
Campaign funds raised
$4,302,800
Funds received from United Way of Greater Milwaukee, Inc. 1,186,703
Funds received from other United Ways
279,908
Less provision for uncollectible pledges
(241,879)
Less amounts designated by donors for specific org
(1,036,196)
Net campaign contributions
4,491,336
Service fees income
39,545
Special event income
16,635
Donated materials and services
20,365
Interest income
6,514
Net investment gains (losses) on beneficial interest in endowment held by others
30,968
Excess reserve on prior campaigns
54,745
Returned allocations awarded in prior fiscal year
0
Miscellaneous income
15,374
Total unrestricted revenue and support before net assets released from restrictions
4,675,482
Net assets released from restrictions:
Satisfaction of program restrictions
75,466
Total unrestricted revenue and support
4,750,948
Expenses:
Allocations:
Funds allocated to agencies
3,756,425
Less allocations funded through donor designations
(286,520)
Total allocations
3,469,905
Program Services
348,345
Total allocations and program services
3,818,250
Supporting Services
835,437
United Way Worldwide dues
44,112
4,697,799
Restricted funds utilized:
Loaned executives
15,016
Sponsorship expenses
56,450
Volunteer Engagement
0
Grant expenses
4,000
Total restricted funds utilized 75,466
Total expenses
4,773,265
Change in unrestricted net assets
(22,317)
Temporarily Restricted Net Assets
Sponsorship contributions
18 | United Way in Waukesha County
52,485
Net assets released from restrictions
(75,466)
Change in temporarily restricted net assets(22,981)
Change in net assets
(45,298)
Net assets:
Beginning of the year
3,710,974
End of the year
$3,665,676
Statement of Financial Position
Assets
Current assets:
Cash and cash equivalents
$ 1,773,384
Accounts receivable
7,082
Prepaid expenses
37,136
Interest receivable
489
Total current assets
1,818,091
Pledges Receivable: 2012-2013 campaign
250,472
2013-2014 campaign
1,437,422
2014-2015 campaign
208
1,688,102
Less reserve for uncollectible pledges
474,282
1,213,820
Property and Equipment:
Building and improvements 573,887
Furniture and fixes 43,414
Office equipment143,829
761,130
Less accumulated depreciation524,432
236,698
Other Assets:
Certificates of deposit
406,836
Restricted certificates of deposit
10,066
Beneficial interest in endowment held by others
200,445
Total other assets
617,347
Total assets
3,885,956
Liabilities and Net Assets
Liabilities:
Accounts payable and accrued liabilities
Designations payable
Organizations payable
Deferred revenue
Total liabilities
Net Assets:
Unrestricted:
Undesignated
Board designated
Temporarily restricted
Total net assets
Total liabilities and net assets
$83,779
76,132
58,801
1,568
220,280
3,205,266
387,668
72,742
3,665,676
$3,885,956
2012-13 Annual Report | 19
United Way in Waukesha County
The Tocqueville Society recognizes individuals who contribute $10,000 or more
in a year. The name of the society was chosen because of Alexis de Tocqueville’s
admiration for the American spirit of voluntary association and effort for the
community good.
TOCQUEVILLE SOCIETY: $10,000-14,999
Terry and Nancy Anderson
Andrew and Rebecca Formella
Craig and Lisa Jorgensen
Thomas Oberlin and Regina Baecher Oberlin
Marcus and Tracy Israelsson
John and Cathy Robertstad
Mr. Dale E. and Michelle Van Dam
David and Katy Vetta
TOCQUEVILLE SOCIETY: $15,000-19,999
Thora Hansen
Bob and Pamela Hutchinson
Gus and Becky Ramirez
Two Tocqueville Society Members chose to remain anonymous
TOCQUEVILLE SOCIETY: $20,000+
Jerry and Judie Couri
One Tocqueville Society Member chose to remain anonymous
20 | United Way in Waukesha County
United Way in Waukesha County
BOARD MEMBERS
Chad Bathke, VJS Construction Services, Inc.
Larry Blanton, MetalTek International
Ryan Corcoran, Carroll University
Donald Maurer, Community Volunteer
Robert Mortensen, HUSCO International, Inc.
Joseph Niebler Jr.,* Niebler, Pyzyk, Roth & Carrig, LLP
Kristin Reilly,* Waukesha State Bank
Tom Coyne, Waukesha County Labor Council
James Reinke II, Valuables on Video, LLC
Lawrence Dux, Froedtert Health Community Memorial
Hospital
Jack Riesch, R&R Insurance Services, Inc.
Michael Erwin, * Tailored Label Products, Inc.
David Gilmartin,* GE Healthcare
Rudy Gutierrez, US Bank
Doug Hastad,** Carroll University
Marcus Israelsson, UPS
Eric Kase, Landmark Credit Union
Michael Kluth, GE Power & Water
Randy Lorenz, Investors Bank
Lori Rolfson, We Energies
Jean Schultz,* ProHealth Care, Inc.
Dale Van Dam,** M3 Insurance Solutions, Inc.
Rajiv Varma M.D., Community Volunteer
Michael Ward,* US Bank
Heidi Wiley, Target Distribution Center
*Executive Committee Member
**Ex-Officio Board Member
Jay Magulski,* Landmark Credit Union
CURRENT STAFF MEMBERS
Jayne Thoma, Executive Director
Lisa Manske, Investor Relations Manager
Michelle DuBord, Director of Investor Relations
Lisa Schaab, Accounting Administration Assistant
Lori Hayes, Director of Volunteer Engagement
Rebecca Schimke, Communications Manager
John Schiraj, Director of Impact Strategies & Operations
Bruce Schmidt, Manager of Investor Relations
Melissa Anzalone, Investor Relations Campaign
Specialist
Kurt Schmidt, Labor Liaison
Lynn Simonen, Database Manager
Kristen Gardner-Volle, Manager of Community Impact
Kathleen Johnson, Donor Services Manager
2012-13 Annual Report | 21
United Way and IMPACT Partner for 2-1-1 Services
In January United Way in Waukesha County announced a new partnership with IMPACT 2-1-1 for Waukesha
County’s health and human service referral and helpline needs. IMPACT has been providing community services
for over 50 years and also serves Milwaukee, Racine, Kenosha, Washington, Ozaukee, Dodge, Jefferson and Walworth
counties.
“United Way is the biggest champion of 2-1-1 services nationally and our partnership with United Way in Waukesha
County affirms that commitment. Thanks to their support, IMPACT 2-1-1 ensures that residents have easy access
to information and assistance during times of personal crisis or community disaster,” explained Michael Davis,
President & CEO of IMPACT.
IMPACT 2-1-1 is a central access point for people in need and is focused on prevention and pre-crisis. The free
and confidential helpline and online resource directory make it easy for residents to get connected to information
and assistance.
Need Help Now?
We’re here. IMPACT 2-1-1 is a central access point for people in
need of family, health or other social services. Our free, confidential
helpline and online resource directory make it easy for you to get
connected to information and assistance fast. Simply:
u Dial 2-1-1 or 1(866)211-3380
u Text your zip code to
TXT-211 [898-211]
u Chat live at
www.impactinc.org/impact-2-1-1
Funded in part by:
22 | United Way in Waukesha County
How can nonprofit providers in the health and human services sector
thrive in the new reality of fewer dollars and more demand for services?
Ed Olson serves as volunteer
chairman of the Alliance.
This was the focus of discussions during 2011 by Waukesha County nonprofit service providers, funders, government, and community
leaders in reaction to the economic downturn in 2008.
As a result of these critical conversations, the Thriving Waukesha County Taskforce was formed in early 2012 with a purpose to review
the current nonprofit health and human services structure and delivery system, explore new approaches, and make recommendations that
will result in a long-term sustainable and thriving nonprofit community.
A task force of 18 community leaders and agency executives spent 18 months researching best practice and collecting data from 81
key agencies at the center of the health and human services network in Waukesha County. After identifying key findings and recommendations,
a final report was issued in late 2013 and the Thriving Waukesha Taskforce was reconstituted as the Thriving Waukesha County
Alliance. (The full report is available at www.UnitedWayWaukesha.org.)
Led by volunteer chairman Ed Olson, the Alliance officially began implementation efforts in early 2014 and is comprised of 13 volunteer
committee members and one part-time project coordinator. Lead Alliance sponsors include United Way in Waukesha County, the
Waukesha County Community Foundation (WCCF), the Greater Milwaukee Foundation, and the County Executive’s Office. The Alliance’s
mission is to support efforts to create long-term sustainability and optimal capacity of the health and human services sector.
“We believe that if, as a community, we’re going to effectively face these increasing needs for social services, we’re going to have
to start working together much more effectively than we have in the past,” Chairperson Ed Olson told Milwaukee Biz Times in June
2014, “And the Alliance is a catalyst for doing that.”
The Alliance identified 2014 key priority focus areas originating from the five recommendation areas identified in the report:
• Build capacity by providing opportunities to educate nonprofit agency leaders and boards on effective governance, management
efficiencies and best practices.
• Bring funders and donors together to educate them on how to leverage financial resources to achieve a greater collective impact.
• Cultivate and encourage strategic collaboration among agencies. Two Affinity Groups, comprised of agency, funder, and community
leaders have been working collaboratively to develop solutions to address transportation and homelessness in Waukesha
County.
• Improve community navigation of the health and human services sector.
United Way in Waukesha County Executive Director, Jayne Thoma, commented on the Alliance, “The Thriving Waukesha County Alliance
is a perfect example of how United Way listens to the community and then mobilizes the right relationships and resources to solve community
problems. We are proud to partner with the other lead sponsors to build a strong nonprofit sector that will meet the health and human
service needs of local residents for generations to come.”
2012-13 Annual Report | 23
United Way in Waukesha County
1717 Paramount Drive
P.O. Box 1041
Waukesha, Wisconsin 53187-1041
UnitedWayWaukesha.org
LIVE UNITED photos courtesy of:
©2012 United Way Worldwide