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Change Starts Here
AnnuAlRepoRt2013
The United Way’s mission is to improve lives and build community
by engaging individuals and mobilizing collective action.
united Way 2013 Annual Report 32
Bruce olsen Board Chair
Change Starts Here How we are DRIVInG Change!
Message from the Board Chair and Executive Director:
Through generous gifts of time, talent and treasure this past year, thousands of Central and South Okanagan and Similkameen residents created enormous impact to help kids be all they can be, build strong and resilient communities, and lift people from poverty to possibility.
A focus of this year’s campaign was to increase community participation in the United Way, and we asked what could be achieved if simply one more percent of our local population became engaged in our impact mission. We are striving to measure success not only in dollars raised, but in positive changes made. And collectively we created amazing impact in 2013.
For example, the total number of projects completed through the Day of Caring program increased by 9%, and for the first time was offered to organizations in the South Okanagan. These efforts contributed an in-kind value to
Board of Directors2013-2014
Bruce olsen, ChairAlison Moscrop, Past Chair
Bob Brown, Past ChairDarcy Haw, Treasurer and Vice Chair
Janet lawrence, Community Investment Committee Chair
Anne Kirkpatrick, Resource Development Committee Chair
James patersonCarol Gordonlaura MylesKaren ericksonAndrew pritchardlaura thurnheerGreg McGowanKathy ConwayHeather pestaVictor narynskyyi
the community of over $159,000. The overall participation increase in the number of volunteer hours contributed to the United Way and the community was 13%. Plus there was an overall increase in the number of donors, and total dollars raised to be invested in community impact this year was $1.2 million.
The stories and demonstrations of impact are highlighted throughout this Annual Report. It is all possible thanks to our dedicated Board Directors, the expertise and talents of our staff members, the passion and alacrity of our many volunteers, and generosity and spirit of each donor. Together, we make change start here.
Bruce olsen, Board Chair
Marla o’Brien, Executive Director
Marla o’Brien, Executive DirectorAvril paice, Director of Community InvestmentJennifer park, Director of Resource DevelopmentJudy Doucette, Director of FinanceRiley Gettens, Director of the South Okanagan office (Feb – July)
Angela pomeroy, Development AssociateAmanda turner, Success By 6 Coordinatornathan pinfield, Administrative Associate
Thanks to the Canada Summer Jobs Program: Summer students Anureet Gill and Miranda tumbach
Maxine DeHart’s 16th Annual Drive thru at the Ramada Lodge was one of the largest and most successful ever, selling out 1,500 bagged breakfasts and garnering $41,057!
Thank You to all of our volunteers who assist us in many different
ways such as our Board of Directors, Resource Development
and Community Investment Committees, Community Impact
Teams, Campaign Cabinet, Special Event Ambassadors, Office Support,
Days of Caring Ambassadors and GenNext!!! All of YOU make United Way successful in our communities.
Together we are YOUnited!!
the 2nd Annual Drive thru Breakfast in Penticton was hosted by the Penticton Lakeside Resort, and with a generous promotion and contribution by Skaha Ford and Penticton Kia, raised $11,421!
united Way 2013 Annual Report 54
All that kids can be
Healthy people,strong
communities
Povertyto possibility
3 Strategies for Changing lives
united Way is more than just a funder... In the Central and South okanagan Similkameen, our Community Funds supported:
BrainTrust Canada AssociationBuilding Healthy Families Society
Canadian Mental Health Association –Central and South Okanagan
Canadian Red Cross – Central and South Okanagan
Central Okanagan Child Development AssociationCentral Okanagan Elizabeth Fry SocietyCentral Okanagan Hospice AssociationCanadian National Institute for the Blind
Community Recreational Initiatives Society Desert Sun Counselling & Resource Centre
Dragonfly Pond Family SocietyHands in Service
John Howard Society of the Central and South Okanagan SimilkameenKelowna & District Share Society
Kelowna Child Care SocietyKelowna Community Resources
Kelowna Family CentreKelowna Women’s Shelter
Meals on Wheels PentictonNeighbourLink Summerland
NOW CanadaOkanagan Boys & Girls Clubs
Pathways Abilities Society Peachland Wellness Centre
Penticton and District Community Resources SocietyPenticton Discovery House
Pets and People Visiting SocietyProject Literacy Kelowna Society
Reach Out Youth CounselingSeniors Outreach Services Society
South Okanagan Similkameen Brain Injury SocietySouth Okanagan Victim Assistance SocietySt John Ambulance – Pet Therapy ProgramSummerland Asset Development Initiative
The Arthritis SocietyWestside Health Network
Youth Initiative Grants, supported by Interior Savings and TELUS ● 12 grants totaling $12,500
Day of Caring Grants, for supplies for Day of Caring projects ● 9 grants totaling $3,760
Sponsorship of the Okanagan Volunteer ●Opportunities Fair $1,000
Impact Projects in the Central and South Okanagan Similkameen ● 14 grants totaling $33,230
Prospective New Community Partner Grants for Karis Support Society and Inn from the Cold $16,000
Emergency Grants for the Penticton Boys and Girls Club and CMHA, Penticton $4,618
●Completed a total of 72 Day of Caring projects, matching groups of volunteers from local companies to service projects at community organizations. ●Distributed over 11,000 emergency transportation vouchers to community organizations so they can provide bus tickets to clients with no other safe access to transportation. ●Acted as a clearinghouse to connect over 150 nonprofits with professional skill sets, volunteer labour, media relationships, and recycled office and computer equipment. ● Supported the work of Success By 6 and Better At Home throughout our region. These are province- wide programs funded by the BC Government and Credit Unions of BC (SB6) to ensure children up to age 6 get the best possible start in life and helping seniors live independently and safely in their homes through non-medical support.
Where we invest to create Impact:
All that kids can be means that children and youth are: ●Engaged in learning ●Connected and involved in their communities ● Supported in physical and emotional well-being
Strong communities are where people are: ● Involved in their communities ● Supported in personal well-being and safety ●Connected to supports
Poverty to possibility means we support: ●Housing stability ●Employment and financial security ● Food security
United Way does a lot more than provide funding to charities. We are a movement to create change in communities through
partnerships on priority issues, and funding is just one of several strategies we use to do this.
Other strategies include leading community initiatives, mobilizing volunteers, leveraging resources, advocating,
and supporting organizations through our programs.
ImpactImpact and Special Reserve Grants:
During 2013-14, in addition to our funding programs, the united Way:
Donations of $5000 +
Adria, Robert & KimArmstrong, Sean
Budd, TomIbbotson, J.
The Colin and Lois Pritchard Foundation
The Priebe Family FoundationRea, Glen
$2500 - $4999Arsenault, Theresa
Bailey, Angela BURNCO Family Foundation
Hamilton, Brent Kellert, Barbara
Laloge, Ken Nelson, Jeff
Nelson, Dr. Louise Newby, Robert
Rizzo, Mike Schultz, Rodney
White, Chris
$1000 - $2499Abel, Barry
Anderson, LeslieAppleton, John Arkle, Nicholas
Babcock, Sharon Bailey, Mary-Louise
Barnes, GlennBaron, MarkBasso, Dan
Beames, Judge Alison Bennett, Steve
Berg, Dr. DarrenBernier, Kris
Bilawchuk, Kathryn & Wayne Borring-Olsen, Karen Bracken, Rusty & Bev
Brown, Bob Burnett, Clarke
Buszard, Deborah Bye, Murray
Cameron, Lorraine Campbell, Peter
Carr, Andrew Cattani, Edward
Chamberlain, Dr. Grant Chrenek, James Church, Lloyd
Conway, Kathy & Michael Cousins, CurtisCrowley, Mike Darnell, Sue
da Silva, Deborah DeHart, Maxine & Chris
Dickie, Mark Dolson, Joan
Drapak, Tammy Driscol, Joseph
Edwards, Debbie & Terry Erickson, Karen
Fabris, Mary Feist, Diane Fine, Robert
Fisette, RaymondFlannigan, Mary-Jane & Terry
Fleming, Stephen Fort, Don
Fraser, Gladys Freeman, Patrick Fukumoto, Ruth
Gall, Clayton & Shannon Gorman, Ron Gorman, Ross
Gorniak, Shawn Grant, Miriam Gray, Theresa Guidolin, John Guyitt, Jason
Hall, StephanieHamilton, Jim
Hamzehi, PanteaHare, Carl
Harper, Terry Harvey-Smith, Frank
Hatt, Dr. Linda Haw, Darcy
Hjorth, JasonHolitzki, Shelley
Holtby, Cairy Hubber, Michael Johnson, Sara Kampeth, Ron
Kavanagh, TrudyKeehn, A
Kerr, DavidKharwar, Sukhjit
King, Christopher Kinnear, Mark
Kippan, DuncanKirkpatrick, AnneKlassen, Steven Knapp, David Kotler, DinaLaing, Miles
Laveck, Alana Laviolette, JimLawson, John
Leatherdale, StuartLund, Charles & Mary
Lyttle, AmyMacKenzie,Elizabeth
McCormick, A.McCoubrey, Dr. Sharon
McEwen, Rolfe
McGrath, VinceMarshall, RupertMartens, Michael
Mathieson, CynthiaMetherell, Joni Mitchell, Paul Montford, Ian
Mooney, WendyMortenson, BudMoscrop, Alison Murdoch, Don
O’Brien, Andrew & Marla Oliver, Richard Olsen, Bruce Orban, Steve
Paterson, James Paterson, Jim & Diane
Pesta, HeatherPhung, Thi Ruby Pullen, Quinton
Quaal, AletaRamsay, James
Randall, RebeccaReal, R.
Reiss, LucyRiva, Donald
Robins, Jennifer Saari, Ryan
Sanders, Brian Scott, Rick
Seigel , Dr. Stuart Shakespeare, Michael
Sirois, DianeSkrapek, Richard
Smith, Bruce Smith, RobinSpeiser, Scot Spencer, Rhys
Standen, RobertStang, Sarah
Stef, Carl Stevens, Dr. Holly
Stevens – Cross, Leslie Stewart, Richard
Teetzel, IanThomson, Mr. Donald
Thurnheer, Laura A. Thurston, MattTracey, Doug
Turri, Don Tyner, Ross
Vernon, AlannaWard, Kim
Wells, Susan Wilson, Ruth
Wilson, SharonWoodward, Peter
Yee, KellyZuckerman, Carol
Zuschtok, Tony Zvonarich, Sheila
$500 - $999Albrecht, LauraAllard, DavidAllen, LolaAllen, M.
Allingham, BradlyAmsler, Robert
Anderson, CoryAnthony, Alex
Atherton, MichaelBabiuk, Bruce
Bagatto, KimberleyBakay, Heather
Bambalort, ShelleyBan, Robert
Banham, Dr. HeatherBarker, SonyaBarton, AdeleBeda, BlancheBedford, Karen
Behardien, TanyaBernard, PaulBertrim, Greg
Berwick, JamesBilley, Robert
Blaskovich, PamelaBond, Mr. and Mrs. David
Bottoroff, Dr. JoanBright, AdamBuffy, Charles
Burns, Mr & Mrs ScottBye, Caroline
Campbell, ColinCarels, ShawnCares, Team
Carlson, BrentCartwright, Maureen
Cavanaugh, PegChisholm, MichaelColbeck, Florence
Collins, RobCook, Jason
Corbett, WendyCorrigall, Dr. DMCoulson, HollyCouture, KeithCraig, DonaldCraig, Janet
Crowe, DavidCrowley, Yvonne
Cumming, EvalinaDabiri, Marcia
Davidson, RandyDekker, TimDill, Torin
Disbery, IanDonnelly, DwayneDorsel, Michael
Drury, JoyceDucksworth, KieronDuncan, Graeme
Dutoff, KeriEhlers, JulianErickson, VicEvans, Scott
Fenton, WilliamFielding, KeithFinlay, Denise
Fisette, RaymondFisher, Leslie
Fortier, ShannaFricska, Gabor
Geleynse, BenjaminGilmore, Peggy
Given, GailGrant, James
Grant, MarieGrayston, Keith
Gunn, KurtisHaller, DeborahHanna, Michael
Harvey, KenHavgan, DarylHazzi, HeatherHebert, John
Hickman, MartineHilts, Michelle
Hobson, RobertHodge, Carl
Holmes, LynneHolmes, Professor
Humberstone, MichaelHurd, ErnieIllman, Tony
Jamieson, IanJanes, R.E.
Jenn, TravisJones, Danny
Jones, EllyKakoschke, Warren
Kallen, CurtKarstad, LarsKelly, YvonneKempf, AlfredKeyes, Daniel
Kok, OnnoKost, DonnaKrystynak, R.
Kummen, NancyKunz, Randy
Lade, GordonLafleur, Marion Lee
LaMonica, HollyLaplieur, JudyLarsen, James
Laverdiere, AshleyLawlor, LindaLee, Charles
Lehmberg, CaryLeiper, Jean
Lightbody, WallyLind, Isabella
Lionello, RobertLloyd, JordanLouwe, Nancy
Lutier, CharlotteLyons, Tim
Macdonald, BonnieMaier, Brenda
Mainwaring, LynMalito, Judy
Marck, PatriciaMarcolin, BarbaraMartindale, StanMasterman, Jack
Mathews, JenniferMattusi, Ron
McHaffie, LisaMcKain, Blaine
McLean, AngelaMcLellan, Patrick
McVeen, EtMitchell, MarjorieMitchell, RobertMoen, Barbara
Molyneaux,CoreyMorimoto, ThomasMunholland, Robert
Murphy, KerriNowoseiski, BrianNygaard, GwenOliveira, BrianPaige, SusanParker, ElainePatterson, Al
Pesut, Dr. BarbaraPeter, Dyan
Pomeroy, Brian and AngelaPourmokhtari, Bayan
Prehofer, BrandonRanson, PeterResener, Chris
Reynolds, WilliamRidgeway, RandyRoberge, Joseph
Robertson, AndreaRobinson, James
Roche, PeterRooke, Wendy
Roth, CindyRouck, KerryRozell, Daniel
Ruff, JimRyan, Jim
Sattelberger, CindySawatzky, Paula
Schneider, HeatherShaw, Roger
Sherwood, RobertSkinner, JimSmith, Scott
Sol, JohnSolmer, RonaldSt. Jean, Wayne
Stuart, IanSullivan,KristanTanner, TammyThorn, GeorgeThubron, BrianTroock, LaurieTurton, Mary
Tutte, AlUjlaky, FrankVacic, Sonja
Van-Ingen, RaymondVanwicklin, Byron
Vass, DanVernon, Norm
Vos, JohnWakeling, EmilyWalker, MelanieWalsh, Christene
Watt, BillWheeler, Janet
Wiebe, J.Wiegers, Linda
Wilson, GwynnethWong, Lynn
Wood, SydneyWoods, John
Zacharias, AnneZilm, Gwen
*An additional 31 leadership donors have chosen to remain anonymous.
united Way 2013 Annual Report 76
Change Starts Here united Way 2013 Honour Roll
● This list was compiled according to our campaign records. If your name is misspelled, missing or you aren’t being recognized according to your wishes, please contact our office so we can correct our records.
Thank You!
united Way gives thanks……to Honourary Chair Mike RobertsMike Roberts has been a steadfast advocate and volunteer for the United Way for almost 3 decades. Though he retired from his professional role as Global Okanagan’s
“very own” weather forecaster last fall, Mike still committed with enthusiasm to his Honourary Chair role for the campaign, acting as MC at Kick-Off Breakfasts and Spirit Awards celebrations in Kelowna and Penticton. We are so appreciative, Mike, for all your dedication and advocacy of the United Way in your community!
united Way 2013 Honour Roll
united Way 2013 Annual Report 98
Corporate Donations and Workplace Campaigns: Change Starts Here
It is very important to our donors, and to us, that each dollar creates maximum impact in creating a better community. Our United Way adheres to the Transparency, Accountability, and Financial Reporting (TAFR) guidelines developed by United Way Centraide Canada to ensure we are accurately tracking, monitoring and reporting our revenue and expenses. What about overhead?
United Way has long promoted itself as an efficient way to give. We are now also striving to be an effective way to give - by monitoring emerging community issues, leveraging and maximizing other financial and in-kind contributions, and thoughtfully investing in programs and organizations that can create the most impact. This work requires professional staff and business infrastructure; therefore expenses to operate are all part of the United Way’s mission to improve lives and build community. In simple terms, overhead is part of our cause, not separate from it. For the 2013-14 year, following TARF guidelines, our direct costs of fundraising were 16.9% of total revenue plus 9.5% for general administration costs associated with fundraising. If you have any questions or would like a complete copy of our 2013-14 audited Financial Statements, please feel free to contact us.
united Way Financial Report 2013-14:
to our media sponsors:
Beyond 50 MagazineCastanet
Kelowna Daily CourierThe Capital NewsGlobal OkanaganSnap Okanagan
Thank You!Kelownanow.com
SO CountryShaw
The Penticton HeraldThe Penticton Western News
0768349 BC Ltd.589592 BC Ltd.777343 BC Ltd
Aberdeen Hall Preparatory SchoolAcklands-Grainger Inc.Acuere Consulting Ltd.
ADL Occupational Therapy Inc.Advantage Body Clinic Ltd.
Ashland Canada CorporationAuthentax Small Business Services
Aviva Canada Inc.Banbury Green RV Park
Baxter CorporationBayer Inc.
BC Cancer AgencyBC Hydro
BCAABDO DunwoodyBeach Tek Inc.
Bell MediaBelterra
Best Buy CanadaBMO
Brockwhite Canada CompanyBurnco Rock Products
Business Development Bank of CanadaCalowna Costumes
Canada PostCanada Revenue AgencyCanadian Northern Shield
Canadian Online Giving FoundationCanadian Western BankCannery Trade Centre
Capri Travel Centre Ltd.CAT Rental StoreCEI Architecture
Century 21 Executives Realty Ltd.Ceridian Canada Ltd.
CIBCCity of KelownaCity of Penticton
CMA/MD Management Physician ServicesCoastal Naturopathic Centre Inc.
Colin and Lois Pritchard FoundationCorix Utilities
Costco WholesaleCrowe MacKay LLP
Cumis InsuranceCUPE
Deloitte and ToucheDelta Grand Okanagan Resort
District of West Kelownae Impact Consulting Corp.
Eli Lilly CanadaEnterprise Rent-a-CarEnvision Credit Union
ESRI CanadaFairfield Inn and Suites by Marriott
Farm Credit CanadaFarris, Vaughn, Wills, Murphy LLP
FH&P LawyersFirst Canadian Insurance
First WestFortis BC
Framing and Art CentreFuture Shop
Gateway Casinos & Entertainment Ltd.General Mills Canada
GlaxoSmithKlineGlobal Communications Ltd.
Golden Valley Foods Ltd.Gorman Bros. Lumber Ltd.
Government of CanadaGovernment of Canada Retirees
Grant Thornton Chartered AccountantsGreat West Life Assurance Company
Harmony AcuraHarmony Honda
Heartwood Manufacturing Office FurnitureHelping Hands Club of Worksafe BC
Hershey CompanyHighpoint Energy & Investments
Hoopla.comHoule Electric Ltd.
Howard F. Peet Law Corp.HSBC
IBM CanadaICBC
Industrial Alliance Pacific Insurance & Financial Services Inc.
Interior HealthInterior SavingsInvestors Group
Janssen-Ortho Inc.Johnson & Johnson Medical
Kelowna FlightcraftKelowna Ford and LincolnKey Rehabilitation Services
KPMGKruger Neuro - Rehabilitatiion Inc.
Lakeland Oil Ltd.Lifescan Canada Ltd.
Lifeworks Family ChiropracticLockerbie & Hole Contracting Ltd.
London Drugs Ltd.Manulife Financial
Marquardt MechanicalMelcor Developments Ltd.
Meyers Norris PennyMichael P. Crowley Inc.Montgomery Miles Law
Morrow Environmental Consultants Inc.Nav Canada
NewaltaNorth Okanagan Labour Council
Odlum Brown Ltd.
Okanagan Chrysler Jeep Dodge Ltd.Okanagan College
Okanagan Regional LibraryOrganco Holdings Ltd.
PCL Constructors Westcoast Inc.Penticton and District Community Resources
SocietyPepsico
Phillips, Hager, NorthPlatinum Personnel & Business Services Inc.
Poplar Grove WineryPriebe Family Foundation
ProsignProspera Credit Union
Provincial Employees Community FundPurdy’s Chocolates Ltd.Pushor Mitchell Lawyers
R355 Enterprises Ltd.Rackforce Networks Inc.
Red Door EngravingRegional District of Central Okanagan
Reid HurstRioCan Real Estate Investments
Royal Bank of CanadaRSA
School District #23Scotia McLeod
ScotiabankShaw Media Inc.Signode Canada
Silver Strings VenturesSkaha Ford
Sliderz Community House Inc.Smart Betty
South Main Bakery and Meats DeliSouth Okanagan Boundary Labour Council
South Okanagan Integrated Community Services Society
StarbucksStrategic Aviation Services Ltd.
Suncor Inc.Target Canada
TD Canada TrustTELUS
The 1988 FoundationThe Bay CompanyTheVibrant VineTotal Restoration
Town ShoesTransAlta Corporation
UBC OkanaganUPS
WalmartWaterplay Solutions Corp.
White Line Professional Driving School Inc.Wine Central
Your Dollar Store with More Inc.
united Way 2013 Annual Report 1110
United Way of the Central & South Okanagan/SimilkameenStatement of Financial Position
As at January 31, 2014
2014 2013(Restated -
Note 13)
AssetsCurrent
Cash and cash equivalents (Note 3) 292,870 241,097Pledges receivable 569,098 587,549Prepaid expenses 3,116 5,147HST receivable 7,155 13,819
872,239 847,612
Furniture and equipment (Note 4) 38,444 28,309
Investment of reserve fund (Note 3) 107,500 107,500
1,018,183 983,421
LiabilitiesCurrent
Accounts payable and accruals 32,186 34,975Deferred revenue 38,089 33,324Government remittances payable 3,457 3,903Allocations payable (Note 5) 737,877 675,667
811,609 747,869
Commitments (Note 9)
Net AssetsInternally restricted operating reserve 107,500 107,500Invested in furniture and equipment 38,444 28,309Unrestricted 60,630 99,743
206,574 235,552
1,018,183 983,421
Approved on behalf of the Board
Director Director
The accompanying notes are an integral part of these financial statements
1
United Way of the Central & South Okanagan/SimilkameenStatement of Operations
For the year ended January 31, 2014
2014 2013(Restated -
Note 13)
RevenueDonations
Designated and undesignated 724,102 815,385Funds transferred from other UWs-Cs 345,436 221,708Funds transferred to other UWs-Cs (3,966) (2,246)Recovered (uncollectible) pledges (52,394) 46,490
1,013,178 1,081,337
OtherSpecial events 143,095 201,686Bequests 77,311 5,000Interest 24,563 26,006Grants 23,246 18,666Gifts in kind 12,333 -Non-recurring major gifts - 191,500
1,293,726 1,524,195
ExpendituresFundraising expenditures (Schedule 2) 341,652 329,905
Net revenue available for programs 952,074 1,194,290
Program expenditures (Schedule 3) 220,746 206,342Allocations (Note 5) 760,306 972,918
981,052 1,179,260
Net revenue (28,978) 15,030
The accompanying notes are an integral part of these financial statements
2
For a complete set of audited financial statements, please contact United Way office or www.unitedwaycso.com For a complete set of audited financial statements, please contact United Way office or www.unitedwaycso.com
Prepared by Management Prepared by Management
Central Okanagan Office202-1456 St. Paul StreetKelowna, BC V1Y 2E6
P: 250-860-2356F: 250-868-3206
E: [email protected]/unitedwaycso
South Okanagan Similkameen OfficePO Box 24026
Penticton, BC V2A 8L9P: 250-492-2842
E: [email protected] facebook.com/unitedwaysos
www.unitedwaycso.com