2013 ANNUAL REPORT July 1, 2013 through June 30, 2014
HOW WE BRING NEIGHBORS AND RESOURCES TOGETHER TO IMPROVE LIVES
7 th Annual Sven Heikkinen Golf Tournament at Wild Bluff, Brimley, MI. May 15, 2014. Pictured is the Campaign Cabinet for United Way of the EUP Jessica & Mark Savoie (2012-2014), Betsy and Dr. Shane Woolever (2013-2015) and incoming Co-Chairs Dr. Danny Armstrong and Teresa Dwyer-Armstrong (2014-2016).
How did your money help? UNITED WAYS 2013 PARTNER AGENCIES
PARTNER AGENCIES AND FUNDED PROGRAMS
Great Lakes Recovery Centers $11,752 Salvation Army $10,377 Meals on Wheels (Comm. Action) $8,391 Diane Peppler Resource Center $8,018 Hospice of the EUP $7,708 Feeding America (West MI Food Bank) $5,188 Girl Scouts of the NW Great Lakes $5,102 Community Health Access Coalition $4,652 Luce County Resource & Rec Center $3,660 Hearthside Assisted Living $3,304 Safe Haven (Sault Housing Shelter) $3,285 NorthStar Habitat for Humanity $3,283 Alzheimers Association $2,874 Boy Scouts Hiawathaland Council $2,786 Housing Opportunities Made Equal $2,126 Child & Family Services of the U.P. $1,566 EUP Community Dispute Resolution $1,514 Programs internal to United Way $63,362 Totals $148,950
Last year we experienced a $35,500 shortfall but were still able to continue to fund 18 human service agencies in the Eastern Upper Peninsula. With each dollar that you give we return $10.38 to our community. Your donation matched with grants, private donations, employee donations and corporate dollars reach thousands. You should be proud to live in such a giving community!
Total Event/Project Volunteers, 358, 79% Total Event/Project Volunteers, 67, 15% Total Event/Project Volunteers, 26, 6% Total Volunteer Hours, Chippewa County, 755, 76% Total Volunteer Hours, Luce County , 207, 21% Total Volunteer Hours, Mackinac County , 31, 3% Value of Volunteer Hours ($22.14), $16,715.70 , 76% Value of Volunteer Hours ($22.14), $4,585.98 , 21% Value of Volunteer Hours ($22.14), $686.34 , 3% Annual Volunteering in the E.U.P. Chippewa County Luce County Mackinac County
Just what does United Way do in our Community??? This is a common question we get asked all the time and we are happy to explain!
We are a 1 st point of help for callers (since2010) and all human service agencies refer to us. Last year we took 104 calls for help. We also had 35 agency postings for assistance. We are a resource hub and are able to provide wraparound services for families, along with adding MIBridges. We are a full service resource hub, and we follow up with our clients after they have utilized our services. Satisfaction surveys show greater than 95% satisfaction and clients report they would use our services, if necessary, again as well as refer family and friends. In the last 18 months we have been able to offer more intensive services such as budgeting, credit checks and more in-depth financial literacy programming. The value of this service is that these clients are not going door to door to other human service agencies and are gaining knowledge of how to better manage their funds so we arent putting out fires, but are educating them and making them more self-sufficient members of our community.
We also contract for Volunteer Coordination Services through our Volunteer Center. New Recruitment & Referral: o (15) Walk-ins looking to be referred o (23) Email inquiries looking to be referred o (7) Callers looking to be referred o (17) Organizations or individuals contacted us looking for volunteers o (270.75) Hours volunteers worked at UW office Value of hours = $5,994 o (17) Volunteers referred to agencies/organizations/individuals o (355.50) Hours worked by referred volunteers to agencies/organizations/individuals. o (27) Listserv postings for volunteer opportunities/services o (26) Listerv/agency postings for miscellaneous calls for assistance
Tax-Aide and VITA Services
Through our coordination of these free lower income tax services we serviced 352 clients in Chippewa, Luce and Mackinac Counties and brought a total of $148,440 back to our community. We utilize volunteers at LSSU as well as retirees and they provided almost $8,000 in donated services. This service is expected to increase with more people having to file taxes to receive their Affordable Care Act insurance subsidies/refunds. Project Backpack-Chippewa County For 3 years now we have assisted in hosting PBP and we will have distributed over 1200 backpacks and supplies. Our next event is just around the corner and you wont want to miss it! Friday, August 15 th from 11am to 1pm at VanCitters Field (on Seymour). NEW this year-we added 7 th and 8 th
grades! We estimate handing out over 500 packs in just 2 hours, and we will be utilizing 100-150 volunteers! Our combined budget for this event (DHS, Sal. Army and UWEUP) is $4,500. PBP not only allows TONS of residents to give back through multiple events, but the local in-kind donations we receive, as well as the volunteer time, are HUGE!!! Last year we had 116 volunteers help us through 3 events. They gave 264 hours with a value of $5,842. Avg. cost of a pack and contents is $9. We had in-kind and matching funds of $2,030. Total value: $12,372 in 2013.
NEW this year 7 th & 8 th grade packs!
We host National Days of Service including MLK Day, Day of Action, Global Youth Service Day and 9/11. Annually, we write for mini-grants to bring outside grant funding in, to carry out projects in the community. This not only brings dollars to our United Way, but gives volunteers the opportunity to serve. We brought $1,000 in grant monies into our community from Lansing and Marquette and had matches of over $1,000 in-kind of food and other donated supplies.
Lunchtime Learning Training-June 2014
Lunchtime Learning Series (LLS)-each year we coordinate trainings for our community. We survey the public during the winter to see what topics they are interested in learning about, then based on the results we utilize trainers that we know or that are low cost and have them host 1-3 sessions for us. We typically have 5-12 attendees per session. This year we utilized Great Lakes Center for Youth Development out of Marquette for all 3. The sessions cost us $280 total, with lunch/beverages ($180/session trainer travel, $20 per session for lunch, $15/person reimbursement for non UW agencies). Non UW agencies pay a $15 fee and their attendance is about 50%.
Other in-house jobs we have that you may not know about
MPCB-Multi-Purpose Collaborative Body for Chippewa County For many years UWEUP has been the coordinating agency for MPCB. We are paid contractually in the amount of $600/quarter or $2400/year and that offsets Traceys salary so less donor funds are used. Our major accomplishments in 2013 were assisting WMH in the Community Assessment and digging down deep into some community issues to see how community members were affected and how they perceive other community issues. In 2014 we will be getting the results out to the public, elected officials and government agencies.
PCFO-Barb is the coordinator for the Combined Federal Campaign which is the campaign that all Federal employees have to be solicited through. In the past, we were reimbursed at $5900 annually but Barb agreed to take on a downstate region for 2014-2015 so that is bringing an additional $5900 for a total of $11,800 to offset her wages.
EFSP-Emergency Food & Shelter Program (FEMA monies)-we are the administrator of this program for Chippewa County so annually we have an application process and collect a small admin fee of $2% (normally $300-$400) but then we are able to bring in $17,686 (2013). In the past the amount was near $40,000 but each year it seems to be reduced. This not only allows other non-UW agencies the opportunity for funding, but also, no one else wanted to coordinate this for our County. Community Action handles Mackinac and Luce Counties, and their allocation is minimal.
By the Numbers: MBA grant $10,600 New Kiosks: o In office: 2 o Mobile: 1
Helping our neighbors in need!
Persons weve helped apply: o Adults: 483 o Children: 88 Benefits received*: $148,186
*Benefits included: Family Independence Program (FIP), Food Assistance Program (SNAP), Medical Assistance, and State Emergency Relief (SER). In November 2013, with the help of a grant from Michigan Benefit Access, we moved forward with our plan to create space for community members to access and manage benefits being received through Michigan Department of Human Services.
Spotlight Recognition-(http://www.unitedwayeup.org/Volunteer/RecognitionSpotlight.aspx for the form) This Publishers Clearing House style volunteer recognition program gives citizens all over the EUP the opportunity to thank those that support their programs and give back. Anyone can nominate an individual, group, business neighbor, and most recently added-Youth Focused Service. This program is widely accepted throughout the EUP and is well utilized. This also gives us the basis for our annual Thank You Event at LSSU. We use the pool of annual winners (36-48/year) to pull our overall winners from and announce them publicly. This program costs us between $500-650 annually. In-kind for this program is $432 provided by Tony at Cup of the Day.
Removing barriers to Education-Malcolm Alternative School Since October 2012 we have run a life skills group at Malcolm. From 2012-2013 we had 7 students and then 4 graduated. From 2013-2014 the group really grew and we had 20+ students. Things we have worked on in the past include obtaining all documentation to get a job (drivers licenses, state ids, social security cards, birth certificates and tribal membership). We also work on resumes, job skills, Social media dos and donts, creating workplace email addresses, food, clothing, secure housing and more. We also bring speakers in, this year it was employers that the youth chose, to speak on what job opportunities are out there in the community once they have a high school diploma. We have met with probation officers to get kids on a healthier path as well as Northern Transitions and Michigan Rehabilitation Services. There arent any travel costs for Malcolm so we have only spent $228 this entire year. Costs included fees for birth certificates, graduation gifts and then the bulk was $183 was for food at Feeding America (FA). FAs calculation is $1/meal so we have provided 183 meals. The students carry the food home with them. We learned that if you provide groceries, they will attend the group sessions and now they bring their bags with them when they come each month. 15 students graduated in May. Students that had no bank accounts, photo ids or social security cards or birth certificates now have them. Students that had no resumes now do and have bank accounts to cash paychecks when they get one. They also know United Way is a resource, and past students regularly contact us for job help and reference letters. 1 success story is that we have been working with a students probation officer for 2 months and are finally able to report that he has graduated, is employed and is paying restitution to local businesses he wronged as well as staying out of jail (Value of restitution paid back to the community will be $10,000). I also had the pleasure of taking students from my group to Alpena Community College the end of April to let them learn about certificate programs and what careers are in their reach. This tour was covered by EUP CAN DO IT. Total trips costs were $500 (Kewadin bus and driver) and $1500 (Air Bear bus and driver) and lunch was donated by ACC (8 students x $7) at $56 for a value of $2,056. Based on our surveys, parents dont discuss education with these youth. Value was measured by before and after surveys. Students reported that they had never been exposed to a college campus and some had never been below the bridge. They also reported whether they had/had not filled out the FAFSA, so we are working on that.
For more information on how your student can sign up if they attend Malcolm School contact Allison Campbell at acampbell@eup.k12.mi.us For 2 years now Raulaniesa has served as an AmeriCorps member and receives a living stipend from the Michigan Assoc. of United Ways. We had a cost share the 1 st year of $2500 and were able to partner with DHS cover this. For 2013 the cost share increased to $5500 and we offset that by our endowment. For the past 2 years she has served Full Time in what would equate to at least a $15/hour job, if not more. She travels the EUP working independently and has spent a lot of time signing clients up for benefits and teaching them about financial stability. Value of her being employed 2 years FT = $62,400. Her in-kind tracking of donated office space is $509.16/quarter or $4,073.28 for the last 2 years. She also keeps track of all donated services, lunches, and training items in the amount of $2,451.00. Total wages and in-kind = $68,924.
Removing barriers to Education - Kincheloe Alternative School (KAS)
Since April 2014 we have been running the same group as Malcolm, at Kincheloe Alternative School (KAS). Things we have worked on in the past months include: drivers education, finding employment, transportation issues to and from school, food, footwear and clothing. Raulaniesa visits regularly, and is working with the entire family unit on budgeting and DHS benefits. We coordinated a service project with Chippewa County EDC (Tom Ewing) on June 3 rd so we could get the kids some positive adult interaction and community recognition. A lot of individuals and businesses dont even realize the school exists behind the Family Dollar Store. At KAS we also coordinated a newer fridge for their kitchen to keep student perishables (through our partnership with Erickson Appliance) and the value with deliver was $400. So far, the KAS has been funded by MDOC donors so the cost to us is relatively low at $33.73, and that includes travel. So far, we have been able to obtain not only donors that feel passionate about helping these students, but the items also have value that we have secured in the amount of $850 (clothing, footwear, hygiene items). Future projects include getting a washer and dryer installed at the school and holding drivers ed class at KAS in August. We also plan to partner with the EDC again this fall in a street clean-up project, and would like to coordinate a campus tour of LSSU. For more information on how your student can join our group email Billie at bennes@eup.k12.mi.us.
Continuum of Care
For the past 10 years we have coordinated the C of C out of our office and, because we have a C of C, we have assisted in bringing nearly $100,000 annually to the EUP region. This is the homeless network of providers that meets each month to discuss housing options, coordinate funding, and work to fill gaps in service in the EUP. They are working on becoming regional now and our coordination funds have been cut, however the United Way, has agreed to continue coordination because if we dont, we arent sure what will occur and they might not collaborate as much as they do now with a set location and leader. We used to get $1550 per quarter for services and that was $6,200/year. This group also puts on homeless events each year (budget is $500/event) and we use these events to count the number of homeless and those at risk of being homeless, as well as other demographic information to put into HMIS so we can continue to receive homeless dollars from the State of MI. Annually, for the 3 Project Connect (PC) events we spent $885 at Feeding America and that provided 885 meals (at a calculation of $1/meal). The donated goods and services received at each event vary by vendors and location (i.e. hair salons attend at a much better rate in Luce Co., Goodwill donates more clothing in Chippewa Co., Salvation Army brings their canteen services) but we estimate $300 for the FREE grocery store, $300 in donated used clothing, $600 for hair cutting services ($12/person), and the Feeding America (mobile food pantry) at $1,000, for a raw total per county of $2,200. In Mackinac County we added $359 because Raulaniesa developed an entire Carnival in conjunction with the PC. In Luce and Mackinac they also coordinate their local Project Backpack distributions the same day, but currently do not coordinate through United Way.
What people say about United Way and our Programs:
Help Calls I was nervous until I met Raulaniesa. She was exceptionally considerate and respectful. Raulaniesa helped me to apply for ERS from DHS. It was much easier with her help! I have dealt with a lot of Government agencies in the last three years. I have never felt as comfortable as I did with Raulaniesa. Kellie S.
I had a good experience with United Way. I was having trouble getting through to an agency to get my case moving or solved. United Way went to bat and made connections and made the problem get solved. Alan R.
VITA-Volunteer Income Tax Assistance We are senior appreciated the service! We do not have over $200 to get taxes done with no hope of any tax return, Phillip L.
I am grateful for this program. I think it also benefits the students at the college, its hands on learning. Everyone there is very professional and polite. Mary H.
I believe the program is a win-win situation. The students get experience and it helps out the community. On the job experience is the best because it gives you an idea of what it will be like the work-a-day world. Andrea A.
Project Backpack-Anonymous This was very helpful. I have a foster home and many kids to buy for, so this was very very helpful. My son is now more excited about school because he has supplies. Very good experience! With the economy, this made a big impact on my child and grandchild I serve as an AmeriCorps Financial Empowerment Coach at United Way of the Eastern Upper Peninsula in Sault Ste. Marie; my name is Raulaniesa Aranda. I have been working with families needing a little extra help in the budgeting department since October of 2013. Recently, Ive been in contact with a family who, under normal circumstances, wouldnt be expected upon first glance of needing services like the ones I offer. When people ask what kind of clients I have, I suspect theyre thinking theyll hear something along the lines of someone with no common sense, or very little income who needs to learn how to grocery shop properly. I would guess they wouldnt expect to hear that I work with clients who have regular income, living well above the federal poverty guideline that own their homes and vehicles and have cabins where they vacation. Its surprising to some, to know that everyday people living everyday lives have a need for a financial coach too. Life gets messy and people get stressed out quickly. One such couple I have been working with had just that happen. They dont live above their means, theyre fairly conservative with their money but theyve recently taken on trying to raise a grandchild. This isnt all that uncommon; families lean on one another because circumstances dictate the need for it. Now a middle-aged couple, with a decent income, is suddenly trying to find a way to incorporate a third family member in addition to any financial assistance they try to give to their own adult child. After attending a budgeting workshop I had hosted locally, they approached me about one-on-one help for other resources initially help with foster family resources and the like. Now, we meet regularly to discuss options on getting ahead of bill due dates and budgeting in family vacations to create some normalcy in their grandchilds life. The family was recently able to take a weekend trip, and was thrilled when I showed them that they could even incorporate in an allowance for a mini-shopping trip while they were out of town. It just goes to show that we can all use a little help now and then when it comes to managing money in our daily lives. For more information on our Financial Empowerment Coach please contact Raulaniesa at 906-632- 3700x4 or email at AmeriCorps@UnitedWayEUP.org
The donations and corporate matches raised during these workplace campaigns account for roughly 65% of United Ways annual income. More individuals and businesses choose to make their charitable impact through United Way than any other local non-profit organization. We also participate in the State Employees Campaign (SECC) and the Federal Employees Campaign (CFC).
$243,797 RAISED THROUGH BUSINESS 2013 CAMPAIGN - TOP 25 FUNDERS
WAR MEMORIAL HOSPITAL $32,815 CLOVERLAND ELECTRIC $28,876 STATE EMPLOYEE CAMPAIGN $24,355 SAULT TRIBE $14,668
LAKE SUPERIOR STATE UNIV. $9,995 CENTRAL SAVINGS BANK $7,377
BAY MILLS INDIAN COMMUNITY $7,140
FEDERAL EMPLOYEES CFC $7,869
OLD MISSION BANK $6,828
HUNTINGTON BANK $5,959
UNITED PARCEL SERVICE $5,883 SOO CO-OP CREDIT UNION $5,070 CHIPPEWA CO. GOVT $3,939 WAL-MART $3,626 ARFSTROM PHARMACIES $3,445 GLENS MARKET SSM $3,218
MICHCON/DTE $3,037
SAULT AREA PUBLIC SCHOOLS $2,847
1 War Memorial Hospital $27,425 2 State of MI Employees SECC $21,523 3 Cloverland Electric Co-op $21,195 4 Sault Tribe of Chippewa Indians $10,711 5 Federal Employees CFC $7,605 6 Central Savings Bank $7,451 7 Old Mission Bank $6,799 8 Soo Coop Credit Union $5,942 9 Lake Superior State University $5,862 10 UPS-United Parcel Service $5,431 11 Glen's Markets $3,588 12 Arfstrom's Pharmacies $3,334 13 Wal-Mart $3,064 14 Sault Area Public Schools $2,854 15 Soo Motors $2,690 16 MICHCON-DTE $2,561 17 Greater Peninsula Orthopedics $2,500 18 Employees of Chippewa Co. $2,207 19 AT&T $2,122 20 Ken Graham Leasing $2,000 21 Hudson Foundation $2,000 22 St. Ignace Schools $1,950 23 Rodenroth Motors $1,808 24 Bay Mills College $1,612 25 Dondee Lanes $1,424 TOTAL SUPPORT $155,658
WHO WE ARE 2013-14 BOARD OF TRUSTEES The United Way of the EUP has been a valued community partner since it was founded in 1956. It is a local organization guided by neighbors you know - volunteers who live and work right down the street. It is governed by an active and responsible governing body. Members serve three-year terms, have no material conflict of interest, and serve without compensation. Since 1956 we have invested over 5.7 million dollars back into our Community!
TERMS EXPIRING 2014 PHIL BECKER, International Bridge KEN DRENTH, Retired Mackinac Co. Rep. KEITH KRAHNKE, Lake Superior State Univ. MARY LYNCH, Soo Co-op Credit Union, (President Elect) GWEN WORLEY, MIWORKS!
TERMS EXPIRING 2015 TOM EWING, Chippewa Co. EDC, (Secretary) DON GERRIE, USDA Rural Development & City Commissioner, (Treasurer) CHERI GOET Z , Sault Tribe of Chippewa Indians GREG RATHJE, Lake Superior State University, (Luce Co. Representative) JEFF WOODS, Michigan Dept. of Corrections KEVIN KALCHIK, War Memorial Hospital
TERMS EXPIRING 2016 CAROL BOGER, Lake Superior State Univ., (Imm Past President) BARRY DAVIS, MDOC Retiree HENRY GUZZO, BluMark Financial DR. TONY MCLAIN, Retired LSSU President MARIELLE CALCATERRA, Mackinac Straits Health Systems MICHELLE WALK, MSU Extension, (President/Mack. Co. Representative)
CAMPAIGN COMMITTEE DR. SHANE WOOLEVER, Greater Peninsula Orthopedics, (Chair) BETSY WOOLEVER, War Memorial Hosp., (Chair) DR. DAN ARMSTRONG, Bordertown (Co-Chair) TERESA ARMSTRONG, WMH, (Co-Chair)
2013-14 OFFICERS MICHELLE WALK, President, MARY LYNCH, President Elect, DON GERRIE, Treasurer, TOM EWING, Secretary, CAROL BOGER, Imm. Past President
STAFF TRACEY LAITINEN, Executive Director BARB REED, Administrative Assistant STEVE CAREY, Volunteer Center Coordinator RAULANIESA ARANDA, AmeriCorps Financial Empowerment Coach
SCHEDULE OF 2013-14 BOARD MEETINGS
United Way board members are very active in our day to day operations. During our annual donor thank you event at Kewadin we were able to snap just a few of them together. They are leading CEOs, mothers, fathers, donors and believe in this community. If you are interested in learning more about our board or possibly joining, visit: http://unitedwayeup.org/FAQs.aspx.
Hunting for Heroes-Every November we host our largest community event with 800-1000 attendees, Project Backpack is a close 2 nd . Typically we have 30+ teams that make 1-3 types of chili. It is a fun filled night with games for the children, a band and more. . If you want to learn how to enter a team, visit: http://unitedwayeup.org/ChiliInfo.aspx. Date TBD. Each year the Laker Hockey Team gives back by hosting a spaghetti dinner fundraiser at the CCHall. This year we raised over $1,000 for UW programs and agencies. All regular meetings of the United Way Board of Trustees are scheduled for 7:30 a.m. at the United Way office. 2014-January 17, February 21, April 18, May 23, July 25, October 17, December 19 2015-January 16, February 20, April 17, May 22, July 24, October 16, December 18
2012-2013 FINANCIAL SNAPSHOT July 1-June 30 LINE ITEM AMOUNT Beginning net assets $230,524.21 Total revenue & other support $849,534.67 Designated gifts to Partner Agencies ($129,055.08) Designated gifts to Other United Ways ($8,001.98) Program expenses ($541,704.32) Fundraising expenses ($92,572.36) Administration Expenses ($49,581.07) Pledge Loss Estimate (5%) ($45,000.00) Financial Reserve (51,752.00) Ending net assets $162,392.07
OUR OPERATI ONS MISSION STATEMENT To advance the common good by mobilizing the caring power of communities.
AN OPEN-BOOK POLICY In an effort to be as accountable as possible, United Way is open and transparent when it comes to its financial records. Monthly statements are compiled by an independent CPA (Lori Langendorf), and our annual audit is conducted by another independent firm (Anderson- Tackman). These documents are available by request. In addition, our annual IRS Tax Form 990 and annual audit are both available for public review on our website at www.unitedwayeup.org.
All funding decisions are made by local volunteers serving on the Community Investment Committee (above). Volunteers work through a five-month process to review all budget requests, visiting each partner agency, and providing written recommendations to the Board of Trustees.
MEMBERSHIP REQUIREMENTS Each year, United Way of the EUP must prove that it meets 7 requirements for United Way Worldwide membership along with the verification of the status of 56 indicators that demonstrate it embodies the intent of the membership requirements.
Partner Agencies of the United Way of the EUP pay no dues or service fees to be a part of our federation. Relations with Partner Agencies follow the Statement of Understanding found in United Way of the EUPs annual Agency Agreement that each agency signs. The United Way Volunteer Center hosts a Volunteer Thank you Luncheon at LSSU each April during National Volunteer Week. This year our speaker was David Price of MARO. We had 320 community members and volunteers in attendance. For more info on how to attend, visit: http://unitedwayeup.org/Volunteer/AnnualVolunteerLuncheonEvent.aspx.
Find us on Twitter & Facebook UnitedWayEUP
Over 250 Newberry and surrounding area residents turned out for the Newberry Merry Christmas Event this year. It is a great fun filled time with a dinner cooked and served by Newberry Key Club students, and free photos with Santa. The lines are long, but no one goes without! Look for this event again in December 2014!
UNITED WAY OF THE EUP PO Box 451 Sault Ste. Marie, MI 49783 Phone: (906) 632-3700
Find us on Pinterest and YouTube Visit: UnitedWayEUP.org 40% 33% 9% 17% Where does the $ go? Allocations to Agencies United Way Programs & Initiatives Management/Office Fundraising
CDC Director Thomas Frieden, COO Sherri Berger apparently covering-up misappropriated $3.33 million awarded to scandal-ridden Chicago nonprofit whose corporate treasurer was a career CDC executive; correspondence to date (8/30/12)