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2007–2008 Annual Report A YEAR IN THE LIFE OF LIVE UNITED TM

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Page 1: 09 Annual Report

2007–2008 Annual Report

A yeAR in the life ofliVe UniteDtM

Page 2: 09 Annual Report

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Table of Contents

welcome . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

timeline introduction . . . . . . . 2–3

overview . . . . . . . . . . . . . . . . . . . . . . . . . 4–5

housing . . . . . . . . . . . . . . . . . . . . . . . . . . 6–9

healthy child development . . . . . . . . . . . . . . . . 10–13

increasing youth opportunities . . . . . . . . . . . . . . . . 14–17

sustainable employment . . . . . . . . . . . . . . . . . . 18–21

timeline outro . . . . . . . . . . . . . . 22–23

footprint . . . . . . . . . . . . . . . . . . . . . 24–25

partner agencies . . . . . . . . . . 26–27

financials . . . . . . . . . . . . . . . . . . . . 28–29

board of directors . . . . . . . 30–31

senior staff . . . . . . . . . . . . . . . . . . . . . . 32

Our Mission:United Way of Massachusetts Bay and Merrimack Valley brings our communities together to help improve people’s lives and strengthen the neighborhoods in our region.

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Mike K. DurkinPresiDent anD Chief exeCUtiVe offiCeransin executive chairUniteD Way of MassaChUsetts Bay anD MerriMaCK Valley (UWMB/MV)

Dear friends:

it’s a goal. it’s a credo. it’s a mission. During 2007-2008, liVe UniteD

brought a new voice and purpose to our vision of making our region

the best place in the country for children. United as a movement, we

are creating lasting change in our region by focusing on the building

blocks of a better life for all.

together, we have ensured that more of our region’s children are

nurtured and enter kindergarten ready to learn and succeed in

school and life.

We have transformed lives by providing our most at-risk young

people with positive options and inspiring opportunities.

We have made great strides toward ending family homelessness

in our region.

We have helped more people gain the skills and knowledge

needed to create a better life for their children.

and when layoffs, foreclosures and shrinking family budgets meant

more of our neighbors, co-workers and friends were living on the

edge, we stepped up to help, providing a safety net for those with

no place to turn.

i am proud to share a year in the life of liVe UniteD, illustrated by

a 2007-2008 timeline that shows the impact of our movement.

as we look to the year ahead, we know that challenges and hardships

will still be upon us, but i am confident that by uniting as a community,

we can continue to make an impact in people’s lives and create

a brighter future for all.

sincerely,

liVe UniteD is a powerful, nationwide movement that is advancing the common good in Greater Boston and the Merrimack Valley.

Page 4: 09 Annual Report

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A yeAR in the life of

liVe UniteD

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tm

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With your support, we’re reaching out to build a better life for all.

f̀olloW the2007-2008 timeline

See the change you’re creating.

u new offices open in lowelljUly 1, 2007 UWmB/mV celebrates its new regional presence with the announcement of a $1.5 million investment in 25 agencies that serve the merrimack Valley.

$1 million invested in Housing FirstjUly 10, 2007 UWmB/mV announces the largest single private investment in nonprofit organizations that have adopted the innovative Housing First approach to ending homelessness.

o

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Page 6: 09 Annual Report

UniteD, We CAn ACCoMPliSh MoRe thAn Any of US CAn Alone.

4

Community Care DaySePteMbeR 27, 2007 Nearly 1,500 corporate workers from 66 massachusetts companies gather to make a difference in their communities as part of our largest show of volunteerism to date.supportunitedway.org/community-care-day

beal Challenge AnnouncedSePteMbeR 2007 Business and community leader Robert L. Beal gives tocqueville Society members an incentive to step up their support through his generous challenge match grant program. supportunitedway.org/files/bealchallenge.pdfPictured on left: Robert beal and Mountie too

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Together, there’s nothing we can’t do. By uniting the hearts, minds, resources and collective will of a diverse and talented group of individuals and organizations, we’re making our region the best place for children and families. We do so by concentrating on interrelated impact areas: healthy child development, youth opportunities, housing and sustainable employment.

Uniting those who helpUnited Way brings together a regional network of more than 250 partner agencies to focus on shared goals, using proven strategies. across our impact areas, these agencies create a continuum of support for children, youth and their families that extends well beyond the reach of any single organization.

investing for results United Way has always been committed to ensuring that every dollar entrusted to us is invested to produce the greatest measurable impact. in 2007, this strategy was formalized into a new model of investment. for the first time, all funding of partner agencies is subject to stringent reporting requirements that are directly linked to the achievement of specific benchmarks. By measuring results and making accountability a priority, United Way is able to have a more significant impact on the issues facing our community. We also foster greater collaboration and innovation while streamlining efforts and creating more efficient service models.

empowering innovation through venture fundinganother integral part of our investment approach is to use “venture funding” to create the greatest possible impact on our focus areas. in its first year, this approach shifted $1 million to organizations that had not previously received United Way funding. By investing in the latest research and most innovative programs, we’re ensuring that more children, youth and families have the support they need to succeed.

Creating ground-breaking partnerships United Way brings together schools, community organizations, government and business leaders to enable change that would not otherwise be possible. from joining with the City of Boston to promote healthy early childhood development to partnering with the financial services industry to help low-income families in lawrence receive their earned income tax Credit, we’re uniting people and investing in proven approaches that create lasting change.

Preventing problems from ever happening financial counseling that heads off foreclosures. early intervention that can prevent years of special education later on. teen mentorship that fosters engaged, productive members of society. or, creating the spark that inspires a young person to pursue a career in science and technology. United Way believes in taking on the root causes of our community’s most pressing issues. our positive, proactive approach can be as cost-effective as it is life-transforming.

u State legislature passes strong foreclosure prevention lawsoCtobeR 18, 2007 Bold measures protecting home buyers from predatory lending and help to those facing foreclosures are passed as a direct result of United Way’s advocacy.

Children: A new Kind of investmentoCtobeR 19, 2007 Private Equity, Venture Capital and Hedge Fund sectors partner with UWmB/mV to develop a plan and raise resources to address the urgent need for early intervention for children. Pictured on left: Dr. jack Shonkoff, harvard University and Mike Choe, Charlesbank Capital Partners and UWMb/MV board Member).

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Together, we’re working to end family homelessness and increase access to stable, affordable housing. }{

hoUSing

a safe, stable home is the foundation we all need to build a better life for ourselves and our children.

this year in Massachusetts, more than 10,000 families and 20,000 children will experience homelessness. the costs of sheltering them will average between $11,800 and $45,400, depending upon length of stay.1 the long-lasting emotional costs, especially to children, are beyond calculation.

together with our partner agencies, we’re working to prevent homelessness from happening in the first place. Key to this goal is moving people out of homeless shelters as soon as possible and into stable living situations where children can attend school regularly and adults can receive support services such as skills training, financial counseling and quality child care. this housing First philosophy, championed by United Way and its agencies, has transformed the way that we respond to homelessness in our region.

A recent study of eviction

prevention programs by the

U.S. Department of Health

and Human Services found

that the average cost to

prevent family homelessness

was the average cost

of a stay in shelter.2

liVe UniteD means being part of that change.

Today’s Girls…Tomorrow’s Leaders expands to Merrimack ValleyoCtobeR 25, 2007 the region’s businesswomen and philanthropists come together to discuss the challenges facing girls at the inaugural Women’s Leadership Breakfast in the merrimack Valley.women.supportunitedway.org/

Pictured on left: Asianna Milord, girls’ leAP.

top lawyers unite to end homelessnessoCtobeR 19, 2007 David Gergen, advisor to four presidents and director of Harvard’s Center for Public Leadership addresses more than 300 top legal professionals at the Lawyer’s Leadership Breakfast.Pictured on left: Ann-ellen hornidge, Mintz levin; george Caponigro, homeStart; Chris Mansfield, liberty Mutual and David gergen, harvard’s john f. Kennedy School of government.

1/6

1 Culhane D. Ending Homelessness, What Will it take? Presented January 2008.2 National Alliance to End Homelessness, the ten Essentials.

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Today’s Girls…Tomorrow’s Leaders expands to Merrimack ValleyoCtobeR 25, 2007 the region’s businesswomen and philanthropists come together to discuss the challenges facing girls at the inaugural Women’s Leadership Breakfast in the merrimack Valley.women.supportunitedway.org/

Pictured on left: Asianna Milord, girls’ leAP.

this year, with the help of United Way venture agency funding, father Bills & Mainspring exceeded their housing First benchmark goals by placing 240 families in stable, permanent housing. a major study of this agency’s work found that housing First reduced chronic homelessness in the Quincy/Weymouth area by 19 percent between January of 2006 and January of 2007.3 among the chronically homeless, inpatient hospitalization decreased by 77 percent, and hospital emergency room visits by 83 percent. Most importantly, those helped reported an increased sense of independence, control of their lives, and satisfaction with their housing.

Ending homelessness, one life at a time.}{

3tatjana meschede, Ph.D., the Center for Social Policy, mcCormack Graduate School at Umass Boston

Real estate and building industries leadership breakfastnoVeMbeR 9, 2007 mayor menino, Robert mahoney, Robert Beal, Kevin Phelan and community experts join United Way’s campaign to end homelessness at this 14th annual event.Pictured on left: Robert beal and Kevin C. Phelan

financialedtoolkit.orgnoVeMbeR 15, 2007 Partnering with Bank of America and other agencies, UWmB/mV launches this online resource for financial education providers to address the economic challenges of the working poor.

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Housing FirstUnited Way invested more than $750,000 this year to enable our partner agencies to move toward this proven approach to ending homelessness. We continue to engage new leaders in housing First, including bringing key recommendations to the Patrick administration and convening a summit to raise public and political will for housing First called, “ending homelessness in the Commonwealth.”

Regional foreclosure education Centerin response to the number of foreclosures affecting the communities that we serve, United Way of Massachusetts Bay and Merrimack Valley joined forces with other United Ways in the Commonwealth to ensure that services reach individuals, families and agencies. this initiative will enable more than 300 individuals and families at risk of housing loss to gain the financial education and counseling they need to work out an affordable mortgage and remain housed.

funding futuresthis asset development initiative is helping more than 200 low-income families in the Boston area establish individual Development accounts (iDas). an iDa is an income-eligible savings account that can be used to purchase a home, invest in post-secondary education or start a business. funding futures matches a maximum of $2,000 of each account holder’s savings for earned income while providing intensive financial, economic, and asset-specific education.

We All Win When eVeRyone hAS A PlACe to CAll hoMe.Throughout our region, United Way is partnering with community organizations, government and businesses to create a spectrum of support and strategies that work to end family homelessness and foster increased financial stability.

hoUSing

Special Commission on Afterschool and out-of-School timenoVeMbeR 15, 2007 United Way served as a member of this commission that created a report proposing a more unified and coordinated response to supporting children and youth.

oyouth Venture invests in youthnoVeMbeR 15, 2007 more than 20 youth came to UWmB/mV’s offices to pitch their social entrepreneurial ventures as part of this innovative leadership program for 12- 18-year-olds.

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yoUR inVeStMent in ACtion13%*invested in Affordable housing 11,103

retained or obtained affordable housing

4,023 served by partner agencies

operating under the Housing First philosophy

7,256 housing units

produced, preserved or in management

SpeakUnited speaks outjAnUARy 12, 2008 Joining the growing trend of nonprofits utilizing social media, UWmB/mV launches SpeakUnited, a blog focused on community issues.speakunited.org

8boston’s homeless Census CountDeCeMbeR 15, 2007 more than thirty United Way staff and volunteers participate in the City of Boston’s Annual Homeless Census, which exposes the scope of the problem so that resources and programs can help those facing homelessness.Pictured on left: UWMb/MV staff and volunteers

invested in Affordable housing

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*$5.3 million invested annually

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Together, we’re working to ensure that all young children are nurtured and receive the help they need to enter kindergarten ready to succeed in school and life. }{

heAlthy ChilD DeVeloPMent

research shows that every $1 invested in early learning saves up to $17 down the road, with results measured in lower crime, fewer teen pregnancies and higher individual education and earning levels.4

and while we know that 85 percent of a child’s core brain structure is formed by age three, less than 4 percent of public investments in education and development have occurred by that time.5

United Way and its partner agencies are changing the way we look at our investment in young children. We focus on assessing needs and providing help at the earliest opportunity, engaging parents as active partners while building a skilled early childhood workforce.

According to a national

teachers report, 40 percent of children are not prepared

for kindergarten.6

4 Schweinhart, Lawrence J. (2005) The High/Scope Perry Preschool Study Through Age 40.

5 Bruner, Charles. Child and Family Policy Center. “Early Learning Left Out: An Examination of Public Investments in Education and Development by Child Age.”

6 Pavelchek, David, Social & Economic Sciences Research Center–Puget Sound Division, Washington State University. (April 2005) “Teacher Perceptions for Preparedness for Kindergarten.”

liVe UniteD means being part of that change.

Welcoming MikejAnUARy 17, 2008 Kathleen and Robert mahoney, United Way’s Board Chair, host a small gathering of tocqueville Society members in honor of UWmB/mV’s new president, michael K. Durkin.Pictured on left: Mike Durkin

Ready for preschooljAnUARy 15, 2008 United Way’s Sharon Brewster blogs on SpeakUnited about how she used knowledge gained at work to advocate for her own child’s healthy development.speakunited.orgPictured on left: nia l. brewster

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11Helping young children thrive in Mattapan}{this spring, as part of our “thrive in Five” partnership with the City of Boston, United Way invested $300,000 in venture funding to provide Mattapan families with the support they need to ensure their children enter school ready to learn. the funding allowed for the expansion of five highly effective programs that support healthy child development and provide parents with the resources to become active participants in ensuring school readiness.

recipients include: the family nurturing Center; Boston Medical Center’s healthy steps; family Connections, a component of the Children’s hospital’s early head start program; thom Child and family services; and Boston Medical Center’s Child Witness to Violence project. By bringing together fresh approaches and organizations that have not traditionally been United Way partners, we are empowering collaboration, creating new relationships and having a greater impact on the future of Mattapan’s children.

lawrence earned income tax Credit (eitC)jAnUARy 18, 2008 UWmB/mV supports two tax prep sites to help more local residents and families file for the EItC to pay off debt, build savings and get ahead.

o Pledging action on Housing FirstjAnUARy 23, 2008 more than 100 nonprofits join keynote speaker Lieutenant Governor tim murray at a leadership summit aimed at ending homelessness in the next five years.

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CReAting A bRighteR fUtURe, one ChilD At A tiMe.One-third of Massachusetts children are exposed to risk factors that threaten their healthy social and emotional development and subsequent success in school.7 United Way is creating innovative initiatives and partnerships to address this problem, ensuring that more young children get the support they need.

heAlthy ChilD DeVeloPMent

building a skilled early childhood workforceWith more and more parents relying on child care for children age five and under, having highly skilled teachers and caregivers is critical. that’s why United Way is focused on providing professional development and enrichment opportunities to those who work with the youngest children. our Connected Beginnings Training Institute is leading the way in the emerging field of infant and early childhood mental health, providing training that helps staff identify and address problems early. We al so partnered with the Massachusetts Department of early education and Care and the Cayl institute (formerly known as the schott fellowship in early Care and education) to create Steps Forward—a blueprint that outlines clear career pathways for professionals and fosters ongoing learning and skill development opportunities.

early Childhood System of Carefamilies have complex needs that often transcend what any one agency can provide. yet the current system for accessing early childhood mental health and other necessary services is fragmented, making it difficult for families to receive critical assistance in a timely way. in response, United Way launched the early Childhood system of Care (eCsoC) initiative, which builds upon the existing support services of community-based agencies that serve young children and their families and eliminates gaps by more closely connecting service delivery. United Way plans to use the lessons learned from this pilot to launch similar systems in other neighborhoods in our region.

home Visiting initiativehome visiting is an early childhood intervention that enhances parenting and promotes the optimal growth and development of young children. this initiative brings a spectrum of critical services into the home, overcoming challenges such as transportation, language and childcare that many parents face in seeking out help. a new partnership with members of the private equity, venture capital and hedge fund industry will support home visiting for 200 families with children under three by 2010.

Summit on youthjAnUARy 29, 2008 First Lady Diane Patrick and others unite to kick off inspire4life, a new multi-year engagement campaign to inspire everyone to be there for youth.

inspire4life.org

Pictured on left: Debra Knez and first lady Diane Patrick

An evening with the edgerleysjAnUARy 24, 2008 Paul and Sandy Edgerley hosted an intimate gathering of United Way’s Ordre de Liberté donors.

Pictured on left: Sandra edgerley and Mike Durkin

7 National Center for Children in Poverty, 2005.

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Summit on youthjAnUARy 29, 2008 First Lady Diane Patrick and others unite to kick off inspire4life, a new multi-year engagement campaign to inspire everyone to be there for youth.

inspire4life.org

Pictured on left: Debra Knez and first lady Diane Patrick

yoUR inVeStMent in ACtion20,938 young children

served

1,296 young children with behavioral

issues showed improvement after receiving additional supports

2,965 parents report

being better able to support their children

18%*invested in healthy Child Development

honoring PhilanthropyfebRUARy 13, 2008 Robert Beal and myra Kraft co-host an evening with some of the region’s most notable philanthropists.

Pictured on left: Robert beal and Myra Kraft

Links to Learning launchedMARCh 3, 2008 this training and professional development opportunity for agencies was created to connect schools with afterschool programs.

invested in healthy Child Development

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u

*$7.4 million invested annually

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}{

inCReASing yoUth oPPoRtUnitieS

More than 5,000

Massachusetts young

people are waiting to be

matched with mentors.9

Together, we’re working to ensure that young people stay in school and graduate with opportunities to become responsible members of society.

a support system that inspires academic achievement. a caring adult with encouraging words for the future. the chance to explore opportunities beyond the boundaries of your neighborhood. these are the things that teens at risk so desperately need.

in 2006-2007, 11,436 Massachusetts students dropped out of high school.8 While countless studies show that positive adult relationships are key to ending this crisis, many young people in our state say they don’t have an adult outside of their family that they can talk to if they have a problem.

United, we’re connecting the efforts of families, volunteers, school personnel, out-of-school program staff and state agency systems to create community solutions that support young people at all times. Key to this effort is ensuring that the important adults in a young person’s life have the skills they need to help them overcome barriers and achieve success.

liVe UniteD means being part of that change.

thrive in 5MARCh 12, 2008 United Way and the City of Boston launch a 10-year effort to align resources to ensure that all children will be ready for sustained school success.Pictured on left: Matt fishman, Partners healthCare; jack Shonkoff, Center on the Developing Child, harvard University; Mayor thomas Menino; lou Casagrande, boston Children’s Museum; and Mike Durkin.

Stable tenancy eventAPRil 4, 2008 Landlords and homeless service providers come together to learn strategies for keeping at-risk tenants stable.

8 2006-2007 Indicators Report, massachusetts Department of Education9 UmASS Donahue Institute, 2006. mass mentoring Counts Survey

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o

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United Way’s youth Venture program invests in teams of young people, ages 12-18, to start social projects that will create positive, lasting change in their communities. teams attend training workshops and learn how to write business plans. they then present their plans to a selection panel which awards seed funding of up to $1,000 and provides the guidance, tools and support to implement their ventures. Much of their mentoring comes from United Way’s young leaders program, young professionals who are committed to liVe UniteD through community service.

this year’s ventures included selling “lucky bamboo” to raise money to promote green initiatives in Chinatown, a youth-led radio station in the Dudley square neighborhood, a Chinese language newspaper to help emigrant youth, and music videos that raised awareness about youth issues in the hispanic community.

Engaging youth to inspire leadership and achievement }{

8 2006-2007 Indicators Report, massachusetts Department of Education9 UmASS Donahue Institute, 2006. mass mentoring Counts Survey

young leaders (yl) galaAPRil 26, 2008 more than 450 young professionals gather to celebrate an evening of “Cocktails and Starfish” at the New England Aquarium, supporting valuable programs for youth.Pictured on left: Renita bhatia and elise Shutzer, yl Committee Members

Partnering with familiesAPRil 30, 2008 UWmB/mV launches an important initiative that demonstrates how early childhood agencies can work to more effectively support families with young children.Pictured on left: Darrell Armstrong, new jersey Department of Children and families

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We All Win When yoUng PeoPle SUCCeeD in SChool AnD in life.By joining forces with the public and private sectors, focusing the efforts of our agency partners, and enlisting and training dedicated mentors and volunteers, we’re working to ensure that every young person graduates with positive options for a better life.

inCReASing yoUth oPPoRtUnitieS

Connecting Schools and AfterschoolsGrounded in findings from the Massachusetts afterschools research study, this initiative improves outcomes for children and youth by fostering stronger relationships between schools and afterschool programs in Boston, Malden, Cambridge, salem and Quincy.

Math, Science and technology initiative (MSti)this innovative collaboration with the state’s life sciences, healthcare and technology industries aims at sparking an interest in science that will inspire children in grades 3-7 to pursue careers in these fields. this year, programs took place in 17 Boston and Merrimack Valley communities.

out of harm’s Waythis partnership with Boston Public schools is working to reduce violence, improve school climate and foster learning and healthy development among middle school students.

Summer opportunities for youthUnited Way is working to provide programs that keep them on track all year round, including the summer months. our summer experiences in Greater Lowell (seGl) program provides a variety of enriching learning and recreational experiences that develop leadership, social and academic skills. in 2007, more than 3,000 young people participated. through our summer safety collaborative, we helped more than 70 organizations expand their offerings to provide safe, supervised programs for more than 17,000 city youth.

Today’s Girl’s ... Tomorrow’s Leaders (tgtl)tGtl addresses inequalities that create barriers for girls by supporting gender-specific or gender-sensitive programming that helps girls aged 7-18 achieve academic success and become responsible, involved members of society. this year, we invested $1.2 million in 45 community-based organizations that are working to promote healthy living and leadership skills in girls.

We’re #1!MAy 13, 2008 Reflecting its commitment and growth, UWmB/mV’s Alexis de tocqueville Society is recognized as the top society in the U.S. by United Way of America.

$400,000 invested to prevent foreclosuresMAy 7, 2008 three massachusetts United Ways join forces to collectively invest in a large-scale, coordinated initiative to enable more than 600 families to stay in their homes.

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yoUR inVeStMent in ACtion143,821

youth served in quality programs

5,957youth matched with

supportive adult mentors

9,825 youth in programs that intentionally

connect with schools

36%*invested in increasing youth opportunities

“ in their own Words” An evening with the bergantinos

MAy 14, 2008 Joe Bergantino and his wife, Candy Altman hosted more than 30 friends and neighbors in their home to raise awareness for family homelessness.Pictured on left: joe bergantino and Candy Altman

o Statewide Child Assessment instituteMAy 17, 2008 United Way co-sponsors first annual conference on child assessment with the massachusetts Department of Early Education and Care for 200 early childhood providers from across the state.

invested in increasing youth opportunities

. . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .|

*$14.8 million invested annually

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}{

SUStAinAbleeMPloyMent

A high school diploma and

a bachelor’s degree predict

a respective 32 percent and

117 percent wage advantage.11

Together, we’re working to ensure that everyone has the skills and opportunities to become financially stable and create a better life for their children.

a good job. skills that give you the opportunity to move up. the ability to save money and achieve financial stability. along with a stable home, they’re the basics to building a brighter future.

in today’s global economy, the skills needed to qualify for a living wage job have rapidly increased. nearly 40 percent of all jobs require a college degree.10 sadly, 1/3 of adult workers in Massachusetts lack the skills necessary to compete in an increasingly high-tech, knowledge-based economy. as the gap between the skilled and unskilled grows, more and more families are being shut out of the american dream.

together with our community partners, we’re working to break the cycle of poverty by helping more people acquire the skills and knowledge they need to become economically self-sufficient.

liVe UniteD means being part of that change.

10 massFacts: Demographics, Statistics & Research Findings-massINC, 200711 Young, “Off Welfare... Onto Independence.” pp. 44-45

$1.28 billion housing bond bill passedMAy 29, 2008 the Citizens’ Housing and Planning Association (CHAPA), a United Way-funded agency, helps pass a bill recapitalizing all Department of Housing and Community Development (DHCD) bond-funded programs.

United Way golf ClassicMAy 19, 2008 LPGA champion Pat Bradley joins mike Durkin, hosts maxine and Dick Charlton, emcee Billy Costa and more than 100 community leaders to raise nearly $300,000.Pictured on left: Dick and Maxine Charlton

. . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .|

u

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in 2008, Crittenton Women’s Union became a United Way venture agency partner.

United Way supports two innovative workforce programs dedicated to moving

low-income and at-risk women out of poverty. “Woman to Woman” provides

technology training, professional development, mentoring and career planning.

a related program, “hot Jobs,” connects them to training for high-demand jobs.

By focusing on jobs that require less than two years training to earn self-sustaining

wages, women move quickly toward financial independence.

Helping low-income women become economically independent. }{

10 massFacts: Demographics, Statistics & Research Findings-massINC, 200711 Young, “Off Welfare... Onto Independence.” pp. 44-45

tocqueville SocietyMAy 31, 2008 UWmB/mV reaches 800 tocqueville members and accomplishes Year 1 of the Beal Challenge.

Skillworks Phase ii launchjUne 3, 2008 SkillWorks announces the launch of its five-year phase II plan to support workforce partnerships in growing economic sectors in Boston and public policy efforts across the Commonwealth of massachusetts.

. . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .|

u

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We All Win When eVeRy fAMily hAS the oPPoRtUnity to bUilD A bRighteR fUtURe.

SUStAinAble eMPloyMent

SkillWorksthis $15 million, five-year, public/private partnership of philanthropy, government, community organizations, unions, and employers aims to create a workforce development system that helps low-skill, low-income residents move to family-sustaining jobs while helping employers find and retain skilled employees. skillWorks has just concluded its Phase i work and launched its Phase ii in June 2008. this innovative initiative is looking to invest an additional total of $10 million to support new workforce partnerships over the next five years.

financial educationtoday, more and more Massachusetts families are living paycheck to paycheck. if their income is disrupted, 23 percent don’t have enough savings to cover expenses.12 in response, United Way is partnering with both the business community and community-based organizations to provide quality financial education programs. one example is financialedtoolkit.org, an online resource that makes it easy to learn how to budget, plan or save for the future.

earned income tax Creditthe federal earned income tax Credit (eitC) is a refundable tax credit available to low-income working individuals and families. With an average refund of $4,000, eitC can be a powerful tool to pay off debt, build savings, finance education and get ahead. as part of our mission to help low-income families build assets, United Way is reaching out to the estimated 20 to 25 percent of americans who qualify for the credit but do not claim it, providing free tax preparation assistance and self-help information.

United Way has joined with other community partners to invest in a network of services that helps families gain financial stability and achieve economic success.

12 Promoting Economic Security for Working Families: State Asset Policy Initiatives. Fannie mae Foundation, 2005.

families Matter!jUne 6, 2008 United Way and BOStnet co-host a conference focused on creating family voice, empowerment and leadership opportunities to celebrate family involvement throughout child and youth development.

Pictured at left: Suzanne bouffard, panelist harvard family Research Project

Dream in SciencejUne 10, 2008 Governor Deval Patrick joined leaders from the life sciences, healthcare and technology industries to honor young scientists participating in the math, Science and technology initiative (mSti).

Pictured at left: governor Deval Patrick

. . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .|

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yoUR inVeStMent in ACtion3,036

people gained basic skills

4,506 people obtained

employment

9,921 people gained

job skills

12%*invested in Sustainable employment

Day of ActionjUne 22, 2008 Hundreds of volunteers, community members, nonprofit organizations and others joined together on the Boston Common to celebrate the spirit of liVe UniteD and the power of coming together.

Pictured at left: Maria nieves Sesma and bridget jevens

education Action Agenda releasedjUne 25, 2008 Governor Patrick releases the findings of the School Readiness Project, a UWmB/mV-influenced agenda for raising achievement for all students to compete successfully in a global economy.

invested in Sustainable employment

. . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .|

*$4.9 million invested annually

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. . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . . .| . . . . .

the movement continuesWhen we reach out to one, we influence the condition of all. Every day, in hundreds of ways, United Way is working to advance the common good in our region. Join us. together, we can accomplish more than any one of us can alone.

u

thank youfor creating opportunities and inspiring hope for a better tomorrow.

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23

giVe. ADVoCAte. VolUnteeR.

liVe UniteDfor creating opportunities and inspiring hope for a better tomorrow. tm

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1 America’s Youngest Outcasts: State Report card on Child Homelessness; National Center on Family Homelessness.2 2007-2008 Assets & Opportunity Scorecard (2007), Corporation for Enterprise Development.3 http://www.partnershipforsuccess.org/docs/researchproject_foodinsecurity_200811_brief.pdf4 http://www.nlihc.org/oor/oor2008/5 (the Homeless Census, US Department of Housing and Urban Development,) 6 2007 Youth Risk Behavior Survey, national survey developed by the Division of Adolescent and School Health,

Centers for Disease Control and Prevention (CDC)

ChAllengeS foR 2009 AnD beyonD.We recognize the great needs that still exist among children, youth and families in our region.

more than 1.5 million children are homeless annually in the United States— one in every 50 American children.1

24

thirty percent of all families with children are considered asset poor.2

On average, 159,964 children (17 and under) are “food insecure” in massachusetts each year.3

the number of personal bankruptcy filings in massachusetts ballooned 41 percent in 2008 from a year earlier, according to a new report from the Warren Group.

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bUt togetheR, theRe’S nothing We CAn’t Do.Throughout our region, our agency partners are helping us address these needs to make a difference every day.

25

the median renter wage in mA is $17.30/hour, yet to afford the average two-bedroom apartment one must earn $22.94/hour.4

the number of homeless families living in Boston has jumped for the fourth straight year, making children without a home the fastest-growing group.5

Nationwide, 5.5 percent of high school students do not go to school because they felt unsafe at school or on their way to or from school.6

the Department of Children and Families recorded more than 23,000 cases of reported abuse and neglect of children last year—the highest total the state has seen in at least five years.

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PARtneR AgenCieS

Adelante Youth CenterAgassiz Village*AIDS Action Committee of massachusetts, Inc.*All Care Visiting Nurses

Association of Greater Lynn*Allston Brighton Community

Development CorporationAmerican Cancer Society,

New England Division*American Red Cross

of massachusetts BayAmerican Red Cross

of merrimack ValleyAmerican Red Cross

of Northeast massachusettsARC of Northern Essex County Inc.Arlington Boys & Girls ClubArlington Community trabajandoArthritis Foundation,

massachusetts Chapter*Asian American Civic AssociationAsian Center merrimack Valley, Inc.Asian task Force Against

Domestic ViolenceAssociated Early Care & EducationBay State Community Services*BELL (Building Educated

Leaders for Life)Big Brothers Big Sisters

of Greater LowellBig Brothers Big Sisters

of massachusetts BayBig Sister Association

of Greater BostonBird Street Community CenterBOStnet (Build the Out-of-School

time Network)Boston Area Rape Crisis Center*Boston Asian: Youth Essential ServiceBoston Center for Independent LivingBoston minuteman Council,

Boy Scouts of AmericaBoys & Girls Club of Greater BillericaBoys & Girls Club of Greater LowellBoys & Girls Club of LawrenceBoys & Girls Club

of Lower merrimack ValleyBoys & Girls Club of LynnBoys & Girls Club of WoburnBoys & Girls Clubs of BostonBoys & Girls Clubs

of middlesex County, Inc.Boys Club of Haverhill

(Haverhill Youth Collaborative)Bridge Over troubled Waters

CAB Health and Recovery Services*Cambodian mutual Assistance

Association in Greater LowellCambridge Camping Association*Cambridge CollegeCambridge Community CenterCambridge Community ServicesCambridge Family & Children’s ServiceCambridge Family YmCA*Camp Fire USA–Eastern

massachusetts CouncilCamp Fire USA North Shore CouncilCareer Resources Corp.Caritas Home Care*Casa myrna VazquezCatholic Charities BostonChild Care Resource Center (CCRC)Center House*Centro Latino de ChelseaCentro PresenteCerebral Palsy of Eastern massachusettsCerebral Palsy of massachusetts*Charles River ARC*Charles River Public Internet CenterChild Witness to Violence Project/

Boston medical CenterChildren’s Services of Roxbury, Inc.Children’s Friend & Family ServicesChildren’s Law Center of massachusettsChinese Progressive AssociationCitizens’ Housing & Planning Association

(CHAPA)City Life/Vida UrbanaCity Year–Boston*Community Legal Services and Counseling

Center (CLSACC)Codman Square Neighborhood Development

CorporationCombined Jewish PhilanthropiesCommittee for Boston Public Housing*Community Art CenterCommunity Economic Development

Assistance Corporation (CEDAC)Community Work ServicesComprehensive School –

Age Parenting Program (CSAPP)*Concord-Assabet Family

and Adolescent Services*Council of Social ConcernCrispus Attucks Children’s Center Inc.Crittenton Women’s UnionD.E.A.F., Inc.*Dare Family Services*

Disability Law CenterDorchester Bay Economic

Development CorporationDorchester Youth Collaborative (DYC)DOVE (Domestic Violence Ended)*East Boston Ecumenical

Community Council (EBECC)East Boston Social CentersEast End HouseElizabeth Peabody HouseElizabeth Stone House*Ellis memorial & Eldredge HouseEmmaus – Bethel training ProgramEnsuring Stability through Action

in our CommunityFamily & Children’s Service of Greater LynnFamily ConnectionsFamily Nurturing CenterFamily Service of Greater BostonFamily Service, Inc.Father Bills & mainSpring, Inc.Federated Dorchester Neighborhood HousesFenway Community Development Corporation*Fidelity House*For Kids Only Afterschool (FKO)Friends of Youth Opportunity, Inc.Girl Scouts of Eastern massachusettsGirls Inc. of Greater LowellGirls Inc. of Haverhill

(Haverhill Youth Collaborative)Girls Incorporated of LynnGreater Boston Diabetes Society*Greater Boston Legal ServicesGreater Lawrence Community BoatingGreater Lowell Family YmCAGreater Lynn mental Health

and Retardation Association*Greater Lynn YmCAGreater medford Visiting Nurses Association*Gregg HouseHale Reservation*Hallmark Health Visiting Nurse Association*Hattie B. Cooper Community CenterHaverhill Partners for Literacy/

Community ActionHaverhill Public Schools Learning

for Life ProgramHeading Home, Inc. (f.k.a. Shelter, Inc.)Healthy Steps for Young Children – BmCHelp for Abused Women

& their Children (HAWC)*Home for Little WanderersHome Health VNA

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27

Homeowners Rehab*Homes for FamiliesHomeStartHOPEHousing Families Inc.Hyde Square task ForceInquilinos Boricuas en Acción (IBA)International Institute of BostonJamaica Plain Neighborhood

Development CorporationJeanne Geiger Crisis Center, Inc.

f/k/a Women’s Crisis CenterJewish Big Brothers Big Sisters

of Greater BostonJewish Community Center of the North Shore*Jewish Community Centers of Greater Boston*Jewish Community Relations CouncilJewish Family & Children’s ServiceJewish Family Services of the North Shore*Jewish Vocational ServiceJFY–NetworksJohn F. Kennedy Family Service Center*John m. Barry Boys & Girls Club of Newton*La Alianza HispanaLASI (Latino After School Initiative,

Program of CCRC)Lena Park Community

Development CorporationLifeLinks, Inc.Lowell Association for the BlindLowell Citizens SchoolmAB Community Services*mass. Community Development

Corporation (mACDC)madison Park Development Corporationmalden YmCAmass Alliance on teen Pregnancymassachusetts Advocates for Childrenmassachusetts Afterschool Partnership (mAP)massachusetts Alliance of Portuguese

Speakers (mAPS)massachusetts Association for mental Healthmassachusetts Coalition for the Homelessmassachusetts Immigrant & Refugee

Advocacy Coalition (mIRA)massachusetts Society for the Prevention

of Cruelty to Children (mSPCC)melrose YmCA*mental Health Association of Greater Lowellmerrimack Valley Catholic Charitiesmerrimack Valley YmCAmetro West YmCA*minute man ARC for Human Services*

mujeres Unidas en AccionmYtOWN (multicultural Youth tour

of What’s Now), Inc.Natick Visiting Nurses Association*Neighborhood Housing Services

of the South ShoreNeighborhood of Affordable Housing (NOAH)New England Shelter

for Homeless Veterans*Newton Community Service CenterNorth metropolitan Homemaker-

Health Aide Service, Inc.*North Shore ARC*North Suffolk mental Health Association*Northeast Family YmCA

(Haverhill Youth Collaborative)Northeast Independent Living ProgramNotre Dame Education CenterNotre Dame High SchoolNuestra Comunidad Development CorporationOperation A.B.L.E.

(Ability Based on Long Experience)Parents Helping Parents*Partners for Youth with DisabilitiesPine Street Inn*Project HopeQuincy Community Action

Program, Inc. (QCAP)Rape Crisis Services of Greater LowellRaw Art WorksRocaRoxbury multi-Service Center, Inc.Roxbury YouthworksSalem Harbor CDCSalem YmCA (YmCA of the North Shore)Salesian Boys & Girls Club*Samaritans, Inc.Sociedad LatinaSomebody Cares NESomerville Homeless Coalition, Inc.Somerville YmCASouth Boston Neighborhood HouseSouth Shore ARC*South Shore Day Care ServicesSouth Shore YmCASPAN, Inc.*Special Fund for Emergency

Financial Assistance*St. Ann’s Home, Inc.Straight Ahead ministriesStRIVE/Boston Employment

Service, Inc.

the Boys and Girls Clubs of Dorchester (f.k.a. Colonel Daniel marr Boys and Girls Club)

the Brookline Centerthe Center for teen Empowerment, Inc.the Greater Boston Food Bank*the Guidance Center, Inc.the James Place Child Carethe Jimmy Fund of Dana-Farber Cancer

Institute/United Way of massachusetts Bay and merrimack Valley Collaboration Fund*

the mass mentoring Partnership*the medical Foundationthe Salvation Armythom Child & Family Servicestransition Housetravelers Aid Family Servicestriangle, Inc.*tri-town Council on Youth

& Family Services*United South End SettlementsUrban EdgeUrban League of Eastern massachusettsVictory ProgramsVietnamese American Initiative

for Development (Viet-AID)Visiting Nurse and Community Health*Visiting Nurse Association of Greater LowellVisiting Nurse Association of Boston*Visiting Nurse Association

of Eastern massachusetts*Visiting Nurse Association of middlesex East*VNA Care Network*Walpole Area Visiting Nurses Association*Waltham Boys & Girls ClubWatertown Boys & Girls Club*West End House Boys & Girls ClubWest Surburban YmCA*Wilmington Family Counseling ServiceX-Cel, IncYear UpYouthBuild Boston*YmCA of Greater BostonYWCA BostonYWCA malden–Center for Women & FamiliesYWCA NewburyportYWCA of Cambridge*YWCA of Greater LawrenceYWCA of Haverhill

(Haverhill Youth Collaborative)YWCA of Lowell

*Receives designations only

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UniteD WAy of MASSAChUSettS bAy, inC. StAteMent of finAnCiAl PoSitionAll results reported in this book are as of June 30, 2008 (With Comparative totals for 2007)

Temporarily Permanently (Noted 2) 2007 Unrestricted Total TotalAssets Current assets

Cash and cash equivalents $ 4,338,662 $ 1,864,487 $ 40,814 $ 6,243,963 $ 4,625,862

Receivables

Contributions receivable, net of allowance for uncollectible pledges - 18,021,613 38,500 18,060,113 18,369,221

Interest and dividends receivable 9,186 - - 9,186 13,650

Grants receivable 92,425 173,525 - 265,950 597,250

Other current assets 1,206,371 172,392 - 1,378,763 1,585,931

Investments 33,595,600 3,477,758 5,398,015 42,471,373 44,004,806

Total current assets 39,242,244 23,709,775 5,477,329 68,429,348 69,196,720

Property and equipment, at cost, less accumulated depreciation of $2,362,419 and $1,699,465 at June 30, 2008 and 2007, respectively 3,938,640 - - 3,938,640 4,009,483

Investments in perpetual trusts - - 4,885,032 4,885,032 5,448,155

Scholarship and preservation pledges receivable, net of allowance for uncollectible pledges - - - - 38,688

Other assets 159,765 980,388 11,810 1,151,963 688,388

Total assets $ 43,340,649 $ 24,690,163 $ 10,374,171 $ 78,404,983 $ 79,381,434

LiabilitiesAccounts payable and accrued expenses $ 2,637,779 $ 172,762 $ - $ 2,810,541 $ 2,937,498

Program initiatives payable 3,929,944 - - 3,929,944 2,088,183

Donor designations payable - 2,663,449 - 2,663,449 3,027,532

Grant designations payable - 73,030 - 73,030 322,884

Deferred revenue - 623,687 623,687 893,403

Total current liabilities 6,567,723 3,532,928 - 10,100,651 9,269,500

Deferred lease incentive 2,003,026 - - 2,003,026 2,200,825

Deferred rent 642,609 - - 642,609 518,898

Total liabilities 9,213,358 3,532,928 - 12,746,286 11,989,223

Commitments and contingencies

Net AssetsGeneral operations 13,515,128 - - 13,515,128 12,137,520

Property and equipment 3,938,640 - - 3,938,640 4,009,483

Designated by the Board of Directors

Stabilization fund 583,487 - - 583,487 1,615,833

Endowment fund 6,331,513 3,477,758 - 9,809,271 11,110,656

Program allocation reserves 9,758,523 17,679,477 - 27,438,000 27,916,049

Donor restricted - - 10,374,171 10,374,171 10,602,670

Total net assets 34,127,291 21,157,235 10,374,171 65,658,697 67,392,211

Total liabilities and net assets $ 43,340,649 $ 24,690,163 $ 10,374,171 $ 78,404,983 $ 79,381,434

Restricted Restricted

2008 2007

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UniteD WAy of MASSAChUSettS bAy, inC. StAteMent of finAnCiAl ACtiVitieSAll results reported in this book are as of June 30, 2008 (With Comparative totals for 2007)

these two pages include United Way of massachusetts Bay, Inc.’s audited Statement of Financial Position and Statement of Financial Activities for Fiscal Year 2008 (July 1, 2007–June 30, 2008). A complete audit of United Way of massachusetts Bay’s financial statements is conducted annually by the certified public accounting firm of PricewaterhouseCoopers LLP. Copies of the full 2008 audited report are available from United Way of massachusetts Bay, Inc.

Temporarily Permanently (Noted 2) 2007 Unrestricted Total TotalPublic supportDonor contributions $ - $ 47,898,036 $ - $ 47,898,036 $ 47,673,847

Grant revenue 1,426,349 - - 1,426,349 1,022,768

In-kind revenue and other income 560,651 5,339 - 565,990 666,041

Gross total public support 1,987,000 47,903,375 - 49,890,375 49,362,656

Less

Provision for uncollectible pledges - (2,169,248) - (2,169,248) (2,243,882)

Donor designations, net of service fees - (3,557,027) - (3,557,027) (4,833,103)

Net total public support 1,987,000 42,177,100 - 44,164,100 42,285,671

Net assets released from restriction 40,621,376 (40,621,376) - - -

Total public support 42,608,376 1,555,724 - 44,164,100 42,285,671

Distributions and expensesAgency allocations and other distributions 28,107,903 - - 28,107,903 26,810,438

Grant expenses 1,599,067 - - 1,599,067 1,061,276

Total distributions 29,706,970 - - 29,706,970 27,871,714

Functional expenses

Community services 6,674,497 - - 6,674,497 6,561,727

Fund-raising 6,694,776 - - 6,694,776 6,834,324

Management and general 2,309,589 - - 2,309,589 2,543,864

Total functional expenses 15,678,862 - - 15,678,862 15,939,915

United Way of America dues 476,310 - - 476,310 473,352

Total distributions and expenses 45,862,142 - - 45,862,142 44,284,981

Surplus (deficit) of distributions and expenses from current operations over public support (3,253,766) 1,555,724 - (1,698,042) (1,999,310)

Endowment and investment activitiesPortfolio dividends and interest 1,905,750 159 109 1,906,018 1,704,354

Portfolio gain (loss), net of fees (2,500,044) (665,151) - (3,165,195) 4,057,415

Scholarship, preservation contributions and bequests to endowment 104,473 (7,985) 337,024 433,512 33,142

Distributions from funds held by others 1,355,825 - - 1,355,825 1,079,067

Unrealized gain (loss) on perpetual trusts - - (565,632) (565,632) 556,499

Total increase (decrease) from endowment and investment activities 866,004 (672,977) (228,499) (35,472) 7,430,477

Increase (decrease) in net assets (2,387,762) 882,747 (228,499) (1,733,514) 5,431,167

Net assetsBeginning of year 36,515,053 20,274,488 10,602,670 67,392,211 61,961,044

End of year $ 34,127,291 $ 21,157,235 $ 10,374,171 $ 65,658,697 $ 67,392,211

Restricted Restricted

2008 2007

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United Way of Massachusetts Bay and Merrimack Valley (UWMBMV) distributes undesignated funds to partner agencies based on an allocations process performed by the Community impact Department and approved by the Board of Directors. the total amount available for allocations is calculated annually based on the undesignated amount raised in the fiscal year less program and overhead expenses. Designated funds are distributed less overhead expenses, which were 17.8% in fiscal 2008 unless a separate fee agreement was in place. for example, donations that are designated for other Massachusetts-based United Ways and their partner organizations are reduced by a contractually agreed to rate of 10%. those gifts that are received by UWMBMV from other United Ways based in Massachusetts that are designated to UWMB partner agencies are reduced by a contractually agreed to fee of 5%. no membership dues or payments to UWMBMV are required from our partner agencies.

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the guidance, wisdom and support offered by United Way board of directors and executive committee members help to strengthen our capacity to provide thoughtful, targeted solutions that have real impact and meaning in the communities we serve. it is through their dedication and tireless work on our behalf that we are making real progress towards making our region the best place for children and families.

UNItED WAY OF mASSACHUSEttS BAY AND mERRImACK VALLEY 2007 OFFICERS AND mEmBERS OF tHE EXECUtIVE COmmIttEE

Chairman of the Board

Robert M. MahoneyExecutive Vice Chairman Citizens Financial Group

President and Chief exeCutive offiCer and assistant seCretary

Michael K. DurkinPresident and Chief Executive Officer United Way of Massachusetts Bay and Merrimack Valley

immediate Past Chairman

Cathy E. MinehanArlington Advisory Partners

Co-Chairman, develoPment Committee

Kevin T. CallaghanManaging Director Berkshire Partners

Co-Chairman, Community imPaCt Committee

Anna B. ColtonExecutive Vice President Bank of America

seCretary; Chairman & seCretary, ComPensation Committee

Robert E. Cowden, III, Esq.Partner Casner and Edwards, LLP

treasurer

Daniel Dennis, Sr., CPADaniel Dennis & Company

Co-Chairman, GovernanCe & nominatinG Committee

Grace K. Fey

Chairman, administration and finanCe Committee

John R. Grumbacher, Esq.Director Goulston & Storrs, P.C.

Co-Chairman, Community imPaCt Committee

Ronald A. HomerChief Executive Officer Access Capital Strategies, LLC

Co-Chairman, 2007 CamPaiGn*David F. LamereVice Chairman The Bank of New York Mellon Corporation

Co-Chairman, 2007 CamPaiGn*Jeffrey A. LeerinkFounder, Chairman and CEO Leerink Swann & Company, Inc.

Co-Chairman, develoPment Committee

Kathryn F. PlazakPresident Plazak Associates

Co-Chairman, GovernanCe & nominatinG Committee

Helen Chin SchlichteConsultant, Corporate Relations Blue Cross Blue Shield of Massachusetts

Chairman, investment Committee

Peter S. Voss

Chairman, audit Committee

Stephen K. WagnerPartner Deloitte

Robert L. BealPrincipal The Beal Companies, LLP

Joseph P. CampanelliPresident & Chief Executive Officer Vice Chairman, Sovereign Bancorp

Carol GoldbergPresident The Avcar Group, Ltd.

Myra KraftPresident The Kraft Group

Paul R. Murphy, Esq.Foley Hoag LLP

Thomas L. P. O’Donnell, Esq. Of Counsel Ropes & Gray

Diane B. Patrick, Esq.Partner Ropes & Gray

David A. Spina

Thomas H. Tulip, Ph.D.Vice President & Global Brand Champion Bristol Myers Squibb

assistant treasurer

John A. RossChief Financial Officer United Way of Massachusetts Bay and Merrimack Valley

* ex offiCio

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32

UNItED WAY OF mASSACHUSEttS BAY AND mERRImACK VALLEY BOARD OF DIRECtORS

P. Steven AinsleyPublisher The Boston Globe

Francis H. (Chip) BarnesEast New England District Manager UPS

Steven W. BarnesManaging Director Bain Capital

Charles V. (Chip) BerghGroup President Global Personal Care Procter & Gamble/The Gillette Company

Michael L. CarsonFormer Vice President and General Manager WHDH-TV Channel 7

Martha Crowninshield

Nancy L. Donahue

Sandra M. Edgerley

William FinePresident and General Manager WCVB-TV/DT Channel 5

Robert E. GalleryMassachusetts State Market President Bank of America Private Bank— Eastern Massachusetts

Richard C. (“Bink”) GarrisonSenior Vice President and Catalyst Vertex Pharmaceuticals, Inc.

Randi L. GoldklankPresident & General Manager WHDH-TV Channel 7

Robert E. GriffinExecutive Vice President Eastern Bank

Andrew W. HoarPresident/Co-Managing Partner CB Richard Ellis/New England

Carol R. JohnsonOffice of the Superintendent Boston Public Schools

David E. JohnsonManaging Director Bain & Company

Michele KesslerDirector Kessler Family Foundation

Cleve L. Killingsworth, Jr. Chairman and Chief Executive Officer Blue Cross Blue Shield of Massachusetts

Debra S. Knez

Paul A. La CameraGeneral Manager The WBUR Group Boston University

Dennis J. LangwellSenior Vice President and Chief Financial Officer Liberty Mutual Group

Lawrence J. Lasser

Ronald LogueChairman and CEO State Street Corporation

Stacey Lucchino

Francis C. MahoneyManaging Partner—Boston Office Ernst & Young LLP

J. Keith Motley, Ph.D.Chancellor University of Massachusetts—Boston

Robert RizziPresident Norfolk Council AFL-CIO

Ann Romney

Pamela Carrington ScottPresident and Chief Executive Officer LVCC, Inc.

Hope SidmanVice Chairman and Chief Operating Officer H2O Applied Technologies

Peter L. Slavin, M.D.President Massachusetts General Hospital

Nickolas StavropoulosExecutive Vice President US Gas Distribution National Grid

Karen L. WebsterPresident & Co-Founder Market Platform Dynamics

James Westra, Esq. Partner Weil, Gotshal & Manges LLP

Leonard A. WilsonRegional President Sovereign Bank

Ellen M. ZanePresident and Chief Executive Officer Tufts-New England Medical Center and Floating Hospital for Children

as of 3/08

direCtor emeritus

Weston P. Figgins

Edward E. Phillips

Micho F. SpringChairman, New England Weber Shandwick Worldwide

Benjamin B. TaylorFormer Chairman The Boston Globe

Page 35: 09 Annual Report

33

Michael K. Durkin PRESIDENt AND CHIEF EXECUtIVE OFFICER

José P. Ferrão CHIEF OPERAtING OFFICER

Deborah Sinay CHIEF DEVELOPmENt OFFICER

Jeffery J. Hayward SENIOR VICE PRESIDENt COmmUNItY ImPACt

John A. Ross CHIEF FINANCIAL OFFICER

Peter A. Thomas SENIOR VICE PRESIDENt CHIEF PROFESSIONAL OFFICER UNItED WAYS OF NEW ENGLAND

Nancy E. Powers SENIOR VICE PRESIDENt BUSINESS INtEGRAtION & SUPPORt

UNItED WAY OF mASSACHUSEttS BAY AND mERRImACK VALLEY SENIOR StAFF

the passion, knowledge and commitment of United Way’s senior staff enhances our ability to respond to the needs of the community, develop innovative, targeted programs and initiatives, and improve the quality of life in our region. a shared vision for making our region the best place for children and families unites our senior staff, whose dedication to public service is exemplary.

each member of our senior team brings a wealth of experience—both in the private and public sectors—and expertise to his or her area of focus. the caliber of our team strengthens our ability to provide meaningful, targeted solutions—for children, youth and families—that will have a lasting and positive impact on the lives of the people we serve.

Page 36: 09 Annual Report

51 sleeper street Boston, Ma 02210-1208

P 617.624.8000 F 617.624.9114

59 Composite Way suite 203 lowell, Ma 01851-5150

P 978.656.5000 F 978.656.5014

supportunitedway.org

good for the planet. great for the community.to help put every penny back into our work, we have made a conscientious choice to switch to electronic communication wherever possible.

Photography by: Casey Photography, Janet Stearns Photography and PEI Gillooly.