United Way of South Sarasota County

Transcription

1 United Way of South Sarasota County SUMMARY Mission A community fund for our neighbors in need. Fighting for the health, education and financial stability of every person in the surrounding communities of Osprey, komis, Laurel, Venice, Englewood and rth Port. Contact Information Primary Address Alternate Address 157 S. Havana Road Venice, FL S. Havana Road Venice FL Phone Website Facebook Twitter office@uwssc.com pages/united-way-of-south-sarasota- County/ uwssc_office General Information nprofit Organization Does Business As (DBA) United Way of South Sarasota County United Way of South Sarasota County Former Names United Fund South Sarasota County Tax Exempt Status Public Supported Charity Incorporation Year 1966 State Charitable Solicitations Permit Jan

2 State Registration Exempt Sept

3 BACKGROUND & NEEDS Impact Statement The United Way of South Sarasota County raises funds to invest in local human service programs that impact individuals (young or old) and families, experiencing a misfortune or catastrophe. Our hope is to foster a new or better opportunity, which will help them sustain longer lasting changes by addressing the underlying causes of their real problems. United Way programs strive to improve our communities at risk, under-served and lower income working residents, so that our local economy continues to thrive. Giving every citizen, regardless of income, the same opportunities to achieve the American dream. Preventing homelessness, isolation and abuse. Needs Statement Our top most pressing needs are; 1.) Generating United Way South Sarasota County mission awareness and passion for the services our agencies offer to the community for improving education, financial stability and health for all citizens, regardless of economic status. 2.) Inspiring and involving other local nonprofit entities to become partners in solving our communities most pressing needs. 3) Seeking out and encouraging Bequests/Planned Gifts to our Foundation. The Foundation was started as an endowment fund for the United Way office operational costs, so that 100% of all donations would go right back out into our community programs. 4.) Improved educational and marketing material costs, to give to local businesses and organizations on how to become involved as Volunteers, advocates and Sponsors, and 5.)Welcomed introductions to community businesses, leaders and organizations that want to work towards our vision of equal opportunities for all. Background Statement United Way South Sarasota County (UWSSC) has been serving South County for over 54 years. From the generosity of our local civic, corporate, home town, and individual partners, UWSSC has invested to meet the needs of working families, their children, our frail seniors and at risk individuals by standing united in spreading educational, health and income literacy opportunities to those in need. Working with our community to generate hope and solutions that level the playing fields for all south county citizens, regardless of their social or economic status, so success in life can be had by all. As a community fund, we solicit community volunteers to review and visit the agencies who apply for annual funding through our allocation application process. These Community Impact Panels volunteers, then recommend to our Board of Directors, how the annual campaign donations should be invested in our community for the year. Throughout the year we seek out and welcome new local volunteers for this important community work. Just call the office to find out more. You must be a South County resident to serve. UWSSC funds South County programs that concentrate on 1.) The health and well-being of special needs adults and children, 2.) Strengthening individuals, families and children, 3.)Crisis intervention for children, families and adults and 4.) That assist our frail elderly. Our funding objective is to leverage all community partnerships we gain through educational and hands on community opportunities, as we highlight how we invest in our community by funding local human service programs. Investing in programs that help generate equal opportunities for generates a productive way of life for all. Generating lasting community changes by addressing the underlying causes of family and individual problems, that stem from the lack of education, income stability and healthy lifestyles advancements. Uncovering and discovering how community partnerships' can work together on influencing the delivery of basic necessities that would develop deeper holistic strategies through increased community collaborations, is what UWSSC is all about. Statement from the Board Chair Statement from the CEO/Executive Director United Ways goal is to generate lasting community changes by addressing the underlying causes of family 3

4 problems that stem from the lack of opportunities in education, income and health. Discovering how our community partnerships' can work together on influencing the delivery of basic necessities that could develop deeper holistic strategies through increased community collaborations. Areas Served FL- Sarasota UWSSC serves the communities of Osprey, Laurel, komis, Venice, Englewood and rth Port. Service Categories Primary Organization Type Secondary Organization Type Tertiary Organization Type Community Improvement, Capacity Building Education Mental Health & Crisis Intervention 4

5 PROGRAMS Education Programs Description Education is the cornerstone for success in school, work and life. And it benefits the whole community: high school graduates earn more and contribute more to their local economies, are more engaged in their communities and are more likely to raise kids who also graduate. UW is about more than short term charity for a few; we are about lasting solutions that build opportunity for all. By funding programs that give low income children and their families the chance to attend pre-school sessions, after school activities and summer camp, gives them the best start towards success in life and their parents the peace of mind they are safe while they work. Budget $195, Category Program Linked to Organizational Strategy Population Served Short Term Success Long Term Success Program Success Monitoring Program Success Examples Education, General/Other Early Childhood Education At-Risk Populations Families Aging, Elderly, Senior Citizens Addressing the underlying causes of poverty Reducing the high school drop out rate Quarterly reports with statistics on numbers served are mandatory to continue to receive UW allocation monies. 66 at risk children, last fiscal year received a scholarship to attend Early Head Start programs in South County. 5

6 Health Programs Description Good health originates from healthy lifestyles, an essential ingredient for individual success and a thriving community. Funding programs that help to preclude child abuse instill personal safety and parenting skills, provide mental health counseling and community resources along with low cost or no cost prescription drugs build lasting solutions that build opportunity for all. Budget $150, Category Program Linked to Organizational Strategy Population Served Short Term Success Long Term Success Program Success Monitoring Health Care, General/Other Alternative Health Care At-Risk Populations Children and Youth (0-19 years) Adults Allowing families to enjoy life and to provide for their families so they can realize their dreams and contribute to society. Creating lasting changes by addressing the underlying causes of poor health care and education problems.community physical, mental and social health issues are addressed here. Quarterly reports are mandatory for our agencies to continue to receive their allocation monies. Program Success Examples Mental health communities have grown to two drop in centers in south county. Financial Stability Programs Description The whole community benefits when working individuals and families are able to stop walking a financial tightrope and get on solid ground. Predatory lending and scams take away from any financial security and futures lower income people might have. That's why we fund legal counseling and services for seniors and families so they can be on an even playing field with lasting solutions that go beyond charity. Financially stable people are more likely to have access to quality health care, provide a good education for their children and contribute to their local organizations. Budget $130, Category Program Linked to Organizational Strategy Population Served Short Term Success Long Term Success Program Success Monitoring Program Success Examples Human Services, General/Other Financial Counseling Families At-Risk Populations Adults Sustained employment and better family income through counseling Increased family financial stability Mandatory quarterly reports must be received to get continued allocation monies. Less foreclosures and families lossing their homes. Comments 6

7 Program Comments by Organization United Ways goal is to generate lasting community changes by addressing the underlying causes of family problems that stem from the lack of opportunities in education, income and health. Discovering how our community partnerships' can work together on influencing the delivery of basic necessities that could develop deeper holistic strategies through increased community collaborations. 7

8 MANAGEMENT CEO/Executive Director CEO/Executive Director Dave Pierce CEO Term Start Mar 2019 CEO Experience The interim Director is Dave Pierce and he can be reached at Former CEOs/Executive Directors Steve Brett Jan Aug 2013 Maryann Terry July Senior Staff Deanna Buchanan Heymann Resources Director Maryann C Terry Executive Director Staff & Volunteer Statistics Full Time Staff 2 Part Time Staff 1 Staff Retention Rate % 100 Professional Development Contractors 0 Volunteers 200 Management Reports to Board CEO/Executive Director Formal Evaluation Senior Management Formal Evaluation nmanagement Formal Evaluation Collaborations All Faiths Food BankAmerican Red CrossBig Brothers & Big SistersBoys & Girls ClubCenter of HopeChild Protection Centerrth Port Meals on WheelsFriendship CentersChildren FirstLoveland CenterMental Health Community CentersGood Samaritian PharmacySalvation ArmyCommunity of Deaf and Hard of HearingLutheran Services FloridaVenice YMCASPARCCCHAPSFlorida center for Early Childhood EducationUnited Way 211Girl ScoutsLiteracy VolunteersVenice Area Mobile MealsGulf Coast Legal ServicesEpilesphy ServicesVenice Chamber of Commercerth Port Chamber of CommerceBusiness & 8

9 Professional Women VeniceVenice Sunrise Rotary ClubSertoma Club VeniceOsprey komis ChamberGirl Scouts SuncoastSarasota CountyPositive Youth CouncilFamily Promise HUMISarasota County Schools 9

10 GOVERNANCE Board Chair Board Chair Paula Carney Company Affiliation Navamaze Board Term Aug 2018 to July 2019 Board Chair Board Co-Chair Board Co-Chair David Waring Company Affiliation Navamaze Board Term Aug 2018 to July 2019 Board Co-Chair Board Members Name Affiliation Status Mariel Arbuckle Left Coast Seafood Voting Wayne Bardgill Publix Voting Paula Carney Navamaze Scott Graves Community Volunteer Voting William Gunnin rth Port Chamber Voting Melinda Haney Community Volunteer Voting John Holic Mayor of Venice Voting Sharon Matthews Allstate Insurance Voting Dr. James Patterson Consultant Voting Martha Pike Michael Saunders and Company Voting Alberto Serino PGT Voting David Waring Publix Voting David Wertman Floirda Department of Helath Voting Board Demographics - Ethnicity African American/Black 1 Asian American/Pacific Islander 0 Caucasian 11 Hispanic/Latino 1 Native American/American Indian 0 Other 0 0 Board Demographics - Gender Male 10 10

11 Female 4 t Specified 0 Governance Board Term Lengths 3 Board Term Limits 2 Board Orientation Number of Full Board Meetings Annually 11 Board Meeting Attendance % 72 Board Self-Evaluation Written Board Selection Criteria Percentage of Board Making Monetary Contributions 100 Percentage of Board Making In-Kind Contributions 100 Constituency Includes Client Representation Standing Committees Board Governance Community Outreach / Community Relations Strategic Planning / Strategic Direction Special Events (Golf Tournament, Walk / Run, Silent Auction, Dinner / Gala) Comments Governance Comments by Organization After completing our strategic plan this past summer (2017) our Governance Committee is in full swing to update our Policies and Procedures along with our current Bylaws. 11

12 FINANCIALS Current Financial Info Tax Year Begins 2018 Tax Year Ends 2019 Projected Revenue $750, Projected Expenses $650, Total Projected Revenue includes "in-kind" contributions/ donations Endowment Value $320, Spending Policy N/A Spending Policy Percentage 0 Tax Credits Capital Campaign In a Capital Campaign Campaign Goal 0 Anticipate Campaign Within Next 5 Years? IRS Form 990s Form 990 Form 990 Form Form (part 3) (part 1) (past 2) part part part part part part 3 Form 990 Form 990 Form 990 Audit/Financial Documents audit 12

13 audit Audit Solvency Short Term Solvency Fiscal Year Current Ratio: Current Assets/Current Liabilities Long Term Solvency Fiscal Year Long-Term Liabilities/Total Assets 29% 31% 36% Historical Financial Review Revenue and Expenses Fiscal Year Total Revenue $772,237 $853,866 $704,382 Total Expenses $643,945 $661,480 $682,144 Revenue Sources Fiscal Year Foundation and Corporation $0 $0 $0 Contributions Government Contributions $0 $0 $0 Federal $0 $0 $0 State $0 $0 $0 Local $0 $0 $0 Unspecified $0 $0 $0 Individual Contributions $685,414 $719,379 $658,418 Indirect Public Support $0 $0 $0 Earned Revenue $0 $0 $0 Investment Income, Net of Losses $2,559 $2,146 $1,906 Membership Dues $0 $0 $37,082 Special Events $11,794 $32,900 $0 Revenue In-Kind $0 $0 $0 Other $72,470 $99,441 $6,976 Expense Allocation Fiscal Year Program Expense $491,466 $480,800 $495,394 Administration Expense $97,857 $133,920 $137,184 Fundraising Expense $54,622 $46,760 $49,566 Payments to Affiliates $0 $0 $0 Total Revenue/Total Expenses Program Expense/Total Expenses 76% 73% 73% Fundraising Expense/Contributed Revenue 8% 6% 8% Assets and Liabilities 13

14 Fiscal Year Total Assets $1,622,117 $1,501,909 $1,326,950 Current Assets $910,690 $862,411 $786,350 Long-Term Liabilities $473,000 $460,000 $480,801 Current Liabilities $8,235 $8,319 $4,945 Total Net Assets $1,140,882 $1,033,590 $841,204 Top Funding Sources Fiscal Year Top Funding Source & Dollar Amount Contributions, gifts, grants $685,414 Contributions, gifts, grants $719,379 Contributions, gifts, grants $658,418 Second Highest Funding Source & Dollar Amount Third Highest Funding Source & Dollar Amount Change in Foundation Accounts $72,470 Change in Foundation Accounts $99,441 Membership Dues $37,082 Fundraising $11,794 Fundraising $32,900 Change in Foundation Accounts $6,976 Comments Financial Comments by Foundation Financial information has been taken from their Federal 990s and audited financial statements. Contributions include foundation and corporate support. 14

15 PLANS, POLICIES & LICENSES Plans Fundraising Plan Communication Plan Strategic Plan Management Succession Plan Continuity of Operations Plan Policies Organizational Policies and Procedures Written Conflict of Interest Policy ndiscrimination Policy Directors and Officers Insurance Policy Risk Management Policy Commercial General Liability General Property Coverage and Professional Liability Workers Compensation and Employers' Liability Whistle Blower Policy Document Destruction Policy Affiliations Affiliation Year Englewood-Cape Haze Area Chamber of Commerce 2017 rth Port Chamber of Commerce 2017 Venice Area Chamber of Commerce 2017 United Way Worldwide 1992 United Way Member Agency 2017 United Way Florida 2013 Please select... 0 Awards & Recognition Award/Recognition Organization Year Chamber Quarterly Spotlight Award Venice Area Chamber of Commerce 2014 n-profit of the Year 2014 rth Port Chamber of Commerce 2014 komis Osprey Chamber 2017 Venice Main Street 2017 Government Licenses 15

16 Is your organization licensed by the Government? Planning & Policies Comments Planning & Policies Comments by Organization Planning & Policies Comments by Foundation Created Copyright