United Way of Marion County // 2009-2010 Community Investment Report

United Way of Marion County1401 NE 2nd Street Ocala, FL 34470

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GIVE. ADVoCATE. VolUNTEER.lIVE UNITEDTm

GIVE. ADVoCATE. VolUNTEER.lIVE UNITEDTm

TRANSITIoN

oUR VISIoNThe United Way of the Marion County will be the community leader and trusted partner that proactively seeks solutions to change people’s lives, and brings the diverse aspects of our community together to meet current health and human service needs and proactively addresses future issues.

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1401 NE 2nd Street Ocala, FL 34470

www.uwmc.org

Phone: 352-732-9696 Fax: 352-732-9608United Way

of Marion County

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NITE

RES

OURCES HELP NEIGHBORS

IMPROVE LIVES

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DEAR FRIENDS,This annual report reflects the work of our United Way over the past year. We continue to celebrate the lives that have been improved, changed, and saved because of the effective work of our human service partner agencies and their programs. As always, volunteers are the backbone of the United Way. They serve on fund distribution teams, committees, and our board of directors. They are active as campaign coordinators and as donors. We are proud of and thankful for the support and time our citizens provide through United Way. We could not manage without their giving spirit.

The mission of United Way is simple—to unite local resources to help our neighbors. It is a call to action, inspiring everyone to Give, Advocate, Volunteer and become a part of making our community a better place to live.

Focusing on the basic building blocks for quality of life – Education, Income, and Health– we commit to making sure all who need help find it. We all know the needs in our community are great, and the economy has been challenging in recent years. But we also know the people of Marion County step up in time of great need and that time is now.

Currently one in every five Marion County residents is utilizing a United Way partner agency program or service. We thank you for your exceptional generosity so our 37 programs offered through our 25 partner agencies remained viable. Wherever you see lasting change, you see United Way working to make a difference in our community.

Thank you for helping us change lives and build stronger communities through your generosity to United Way!

CHAIRmAN & PRESIDENT’S LETTER

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mAUREEN QUINlAN, PRESIDENT (left)

CHIEF SAmUEl WIllIAmS, 09-10 CHAIRMAN, BOARD OF DIRECTORS (right)

United Wayof Marion County

Chief Samuel Williams Chairman Ocala Police Department

Douglas Day, CPA Chair-Elect Day & Day, PA

Dr. Diana Greene Secretary Marion County Public Schools

Jane Fontaine Treasurer Fontaine Financial Group, LLC

Mark Imes Past Chair Heritage Bank of the South

Dave Fechtman Vice Chair of Annual Giving Campaign Root Theory Advisors

Tom Dewey Vice Chair of Community Impact First Tennessee Bank

Chris Yancey Vice Chair of Planned Giving Division Mercantile Bank

David Brady Vice Chair of Community Solutions Division Time Customer Service

Tom Falanga Vice Chair of Administration Division Lockheed Martin

Dan Kuhn Vice Chair of Strategic Planning Marion County Sheriff’s Office

Julie Shealy Vice Chair of Public Relations & Marketing Division Marion County Public Schools

Bill Chambers Merrill Lynch

Bill D’Aiuto Florida Department of Children and Families

John Dozier Merrill Lynch

Dr. Manal Fakhoury Ocala Regional Medical Center

Lola Gonzalez Devereaux Florida

Dr. Nathan Grossman Marion County Health Department

Jack Hillseland Lockheed Martin

General Pat Howard Retired

Dirk Leeward Ocala4Sale

Allen Parsons Ocala Star-Banner

Steve Purves Munroe Regional Medical Center

Karen Reed Retired

Mary Sue Rich City of Ocala

Ted Schatt The Schatt Law Firm

Jeff Shealy Department of Juvenile Justice

Harvey Vandeven Hamlet Construction

Mayor Fred Ward City of Dunnellon

BOARD OF DIRECTORS

United Way of Marion County Mission // To unite local resources to help our neighbors.

GUIDINGPRINCIPALS

UNITED WAy IS kNoWN FoR HAVING A PUlSE oN THE CommUNITy’S NEEDS and when those needs shift, United Way listens to what issues must be addressed. This past year, United Way transitioned in many ways to continue making an impact on our community to create long-lasting changes to prevent problems from happening in the first place. United

Way continues to recruit people and organizations from all across the community, who bring the passion, expertise and resources needed to get the job done. Together, united, we continue to inspire hope and create opportunities for a better community and tomorrow.

2-1-1: THE CHAllENGEImagine having to make decisions about whether to fill prescriptions or fill the gas tank or what to do with an out-of-control teen. It only takes one circumstance—an illness, a job loss, or other significant life change—to force a family to seek help. These are only a few of the stresses that a family may face on a given day.

UNITED WAy’S RESPoNSEUnited Way of Marion County welcomed back 2-1-1 to the community in January 2010. This free, information and referral service is available 24 hours a day seven days a week to all Marion County residents looking for assistance and referrals to human services for every day needs and in times of crisis. United Way partnered with the Heart of Florida United Way in Orlando to provide the 2-1-1 service to Marion County residents. Heart of Florida United Way already provides the service to Orange, Osceola and Seminole counties. The decision to partner with a sister United Way resulted in a lower cost solution to provide this needed service in Marion County, at the same time, allow more money to be invested in the annual allocations process. 2-1-1 is staffed by trained specialists with multilingual capabilities who quickly assess callers’ needs and refer them to the help they seek.

As of November 2009, 2-1-1 served more than 241 million Americans (more than 80% of the population) covering all or part of 47 states (including 34 states with 90% coverage.) The remaining states are all in various stages of planning and implementation.

BANk oN mARIoNBank on Marion was introduced in the spring 2010 to assist Marion County’s “unbanked” households open checking and personal savings accounts, build a credit history, gain access to lower-cost sources of credit, and invest for their future. This collaborative initiative brings the unbanked population into the financial mainstream by opening specially designed starter bank accounts while also stressing the importance of and providing opportunities for financial education. United Way of Marion County serves as the fiscal and coordinating agent for this initiative bringing together financial institutions and federal bank regulatory agencies and community organizations. Currently we have nine financial institutions working with Marion County residents.

VolUNTEER INComE TAx ASSISTANCEFor the second year, United Way of Marion County partnered with the Internal Revenue Service to provide free tax preparation at a variety of sites throughout Marion County. In an effort to promote financial stability, the program continued with great success! In 2010, the goal was to file 500 returns, 827 were completed with 10 volunteers at four locations exceeding our goal for a second year in a row by 65%. Families saved more than $172,320 in filing fees, bringing in $1.2 million dollars in federal tax returns and $450,000 in Earned Income Tax Credit into Marion County.

TRANSITION FOR THE CommoN GooD

United Wayof Marion County

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United Way

ExCEllENCE & INTEGRITyWe are ethical and respectful in all endeavors and continually strive to apply high standards and best practices to make a direct and powerful difference in the quality of life in Marion County.

STEWARDSHIPWe are accountable to our donors, our agencies, United Way Worldwide, and the community for our actions, our handling of finances, and maintaining the integrity of our confidential information.

lEADERSHIP & CollABoRATIoNWe are uniquely positioned to provide leadership in a professional manner, inspiring others to act in service to the community and bringing together those who share our concern and commitment in serving our community. We seek synergistic solutions; are team players; creating joint ventures, such as public-private partnerships with others in the community.

RESUlTSWe seek excellence through measurable indicators of meaningful success and are accountable for producing outcomes that have positive impact on the community.

CARINGWe listen and respond with a caring heart to the needs of our community and show compassion; serving those in need, advocating for them and creating opportunities for them to help themselves. VITA

United Way of Marion County // Guiding Principals

2-1-1 CAll VolUmE 2010January 1,073February 1,251March 1,360April 1,406May 1,009June 1,204July 1,458August 1,443September 1,159October 1,109November 987December 940Total 13,412

LIVE UNITED®

UNITED WAy oF mARIoN CoUNTy WoUlD NoT BE A SUCCESS AGENT FoR CHANGE WITHoUT THE TRUST AND CoNFIDENCEoF ITS DoNoRS AND VolUNTEERS. United Way has a long and respected history of volunteer oversight and involvement in the fund distribution process. This is what sets United Way apart from others. Experienced volunteers study local programs to determine where your dollars are needed and can do the most good.

Last year, 66 volunteers were trained to review agency funding requests and complete budget reviews as part of the allocations process. Allocation volunteers also toured the assigned agencies in their panel to get an overall understanding of the programs. Twenty-five partner agencies received allocations and designations.

United Way also provided additional funding to support Success By 6 administrated by the Early Learning Coalition of Marion County and 2-1-1 administered by the Heart of Florida United Way. United Way’s Endowment Fund committee made its third earnings investment allocation into the community for a total of $107,161 and United Way’s women’s leadership council, Women of Worth allocated $50,000 to four agencies that address homelessness in Marion County.

As part of our efforts to be both accountable and transparent in our operations, our annual audit and IRS Form 900 are available at our web site, www.uwmc.org.

HOW YOUR CONTRIBUTION mAkES AN ImPACT

$257,268$251,157

$226,516

$50,000

$91,479

$199,517

$125,000

Meeting Survival Needs & Basic Skills

Endowment Allocations

Women’s Leadership Council Allocations

Success By 6 & First Call For Help

Nurturing Our Children

Fostering Self-Sufficiency

Strengthening Our Families

09-10 COMMUNITY FUND AlloCATIoNS

2010 AlloCATIoN VolUNTEERSJim Alsobrook

Brian Baker

Nick Blaser

Lori Boring

Joanne Bowman

Kathryn Bowen

Lori Bright

TJ Bright

Basil Bristow

Vickie Brown

Grace Bynum

Lori Catto

Gilda Crocker

Carol Croskey

Joan Croye

Don Darley

Linda Dexter

Ray Dunleavy

Dwight Edmond

Steve Elder

Jennifer Elliot

Lois Ellis

Tom Falanga

Mary Getsee

Michael Greiner

Richard Houghton

General Patrick Howard

Ler Verne Jacobs

Linda Kamholtz

Barbara King

Jennifer Kintzele

John Klopfenstein

Maria Kusmierz

Connie Larson

Jeff Lawson

Steven Lee

Jackie Lenz

Clay Lehman

Judith Lowther

Carmen Maines

Donna McPhillips

Linda Meyer

Jean Morris

Michael Morris

Yvonne Moyer

Rosemarie Oliveros

Cash Pealer

Amy Reed Pittman

Jane Potter

Karen Reed

Gail Remogna

John Renyhart

Burnadine Rich

Ted Schatt

Rita Seymore

Jeff Shealy

Toni Stevenson

Jim Spector

Michael Tomich

Harvey Vandeven

John Vanhoose

Julie Wands

Wallace Watford

Virginia Wilson

Mary Woods

Joanne Williams

Allocation volunteers discuss funding options.

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United Wayof Marion County

EDUCATIoN 13,969 youth achieved greater academic success

HEAlTH 18,502 individuals accessed health-related resources, services, or care

INComE 6,756 individuals and families accessed financial stability

Accomplishments in Marion County in 2009-2010:

United Way of Marion County // Accomplishments in Marion County in 2009-2010

United Wayof Marion County

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By DoNATING To THE UNITED WAy oF mARIoN CoUNTy, yoU ARE HElPING To ADVANCE THE CommoN GooD IN THEAREAS oF EDUCATIoN, INComE AND HEAlTH. There are many ways you can GIVE—through your workplace campaign, as a Tocqueville Society member, or donating a planned gift.

WoRkPlACE GIVINGThe United Way workplace campaign has been called one of the greatest social inventions in American history. Working together with employers and more than a million volunteers each year, United Way invites people to advance the common good and create opportunities for a better life for all.

More than 8,900 donors invested in our community last year through their United Way of Marion County workplace campaigns. Organizations that host workplace campaigns believe in shared responsibility for the people and neighborhoods where they live, work, and raise their families. During campaigns, employers receive valuable information about the needs of their community and how they can easily help meet those needs with a generous gift through a convenient payroll deduction. Organizations of any size can participate.

CoRPoRATE GIVINGThrough financial giving, expertise, and in-kind gifts, local corporations and businesses partner with United Way and invest in and give back to this community. Through their giving, these philanthropic leaders set a standard for community support and advance the common good by working toward sustainable changes that lead to a better, stronger Marion County for their employees and all citizens. Corporate gifts represented 16% of all gifts to United Way of Marion County’s community campaign.

loyAl CoNTRIBUToRSLoyal Contributors are those donors who have a genuine enthusiasm and commitment for United Way’s mission. Their dedication to United Way for five years or more is an amazing example of how each of us can LIVE UNITED.

Thank you for all you have done for so many people in your community. We want to make sure you know how important you are to us. Your consistent support has changed lives. We salute you!

ToCQUEVIllE SoCIETySince its inception in 1991, the Tocqueville Society has been a preeminent philanthropic association in Marion County. Each year, its generous and

distinguished members have stepped forward to demonstrate an extraordinary commitment to positive change in our community. Membership in the Tocqueville Society is granted to individuals who contribute at least $10,000 annually to United Way. To see a full list of our Tocqueville Society members, please refer to our United Way Leadership Book.

lEADERSHIP GIVINGThe Eclipse Club is made up of donors who invest $1,000 or more on an annual basis. Through their contributions, these individuals demonstrate a strong commitment to caring and shared belief that positive social

change happens when new standards of achievement are set and communities work together for a common goal. Of total giving to the 2009 campaign, 36 percent of individual contributions received were leadership gifts representing all levels of the Eclipse Club and Tocqueville Society. To see a full list of our Leadership members, please refer to our United Way Leadership Book.

lEGACy oF CARING SoCIETyThe Legacy of Caring Society offers planned giving opportunities that will protect your assets, provide income for your family and leave a legacy that your family can be proud of. A planned gift may include gifts of stock, bonds, mutual funds or real estate given to United Way of Marion County either as an outright gift or as a gift in a bequest, trust or gift annuity. There are as many different ways to support United Way as there are needs for your support.

Planned gifts can also realize substantial tax benefits for the donor. Please consult your attorney or estate specialist for benefits specific to your situation.

We would like to thank our Legacy of Caring Society members who are changing lives for generations to come by giving a gift that will last forever. To see a full list of our Legacy of Caring Society members, please refer to our United Way Leadership Book.

yoUNG lEADERS SoCIETyThe United Way Young Leaders Society is a group of passionate young professionals who are actively seeking ways to connect, serve and lead to make positive and lasting impact throughout our community.

Members of the Young Leaders Society are United Way donors who are in their 20’s and 30’s.

The Young Leaders Society encourages members to be proactive in increasing membership through leadership giving, to provide networking opportunities through social events and volunteerism, and to educate members on social issues and needs in order to prepare and inspire them for leadership roles within the community.

Our deepest gratitude goes to all our Young Leaders Society members for truly making a difference in the lives of hundreds in our community. To see a full list of our Young Leaders Society members, please refer to our United Way Leadership Book.

GIVE TO UNITED WAY

IN SPITE oF 2009 BEING oNE oF THE ToUGHEST CAmPAIGN yEARS THAT UNITED WAy HAS FACED, oUR CommUNITy REAlIzED THE NEED WAS GREATER THAN EVER, and secured an incredible $2,074,000 million in financial support! Of our Top 50 campaign workplaces, half of those had a 10 percent increase or more. We welcomed 20 new accounts that offered their employees the opportunity to give to United Way, and our retirees increased their giving by 25 percent. Our community is truly generous!

By now, you have most certainly seen someone walking around in a LIVE UNITED T-shirt. Although a simple statement, it is a strong declaration to act on behalf of a better Marion County. LIVE UNITED is both a challenge and a promise. As more people commit to living united by Giving, Advocating and Volunteering through United Way, the lives of everyone in our community will be improved.

LIVE UNITED is an idea big enough to change the lives of every resident in our community. A challenge great enough to invite everyone to become a part of it.

This call to action serves as a rallying point for individuals throughout our community to connect to brighter futures for themselves and, more importantly, to help create better tomorrows for others. With your continued support, united, we will inspire hope and create opportunities for a better life for everyone.

DAVE FECHTmAN (right) 2009 CAMPAIGN CHAIR

SPECIAl THANkS FROM OUR CAMPAIGN LEADERSHIP

Left (from top): Dave Fechtman; Attendees demonstrate connectivity through a string demonstration at the 2009 Annual Campaign Kick-off.

2009 CAmPAIGN RECoGNITIoN2009 Top Corporate InvestmentsTop 25 Workplaces

Marion County Public Schools**

Publix Super Markets, Inc. **

Lockheed Martin*

Munroe Regional Medical Center

Bank of America (incl. Merrill Lynch)

Ocala Health Systems

Signature Brands, LLC

Marion County Sheriff’s Office

Closet Maid

AT&T

Regions Bank

College of Central Florida

Florida State Employees’ Charitable Campaign

Ocala Recycling

Marion County Commission

Dillard’s

Wachovia Bank/ A Wells Fargo Company

UPS

DECCA

Telecom Service Bureau

CenturyLink

City of Ocala

Mercantil Bank

Progress Energy

Star-Banner

** Denotes a member of the $200,000 Club and * Denotes a member of the $100,000 Club.

2009 Corporate Giving Awards(to be eligible companies have to have a minimum of 10 employees)

Gold (companies with gifts of $25 per employee)

AT&T

Bank of America (Merrill Lynch)

Benefit Advisors

Campus USA Credit Union

ClosetMaid

Community Bank & Trust of Florida

Cox Communications

Delta Laboratories

Edwards Construction Services

Enterprise Rent-A-Car

Gateway Bank of Central Florida

CenterState Bank

JC Penney

M&S Bank

Marion County Sheriff’s Office

Mercantile Bank

Nationwide Insurance

Ocala Recycling

Palm Chevrolet

Progress Energy

Publix Super Markets

Raymond James & Associates

Regions Bank

Ring Power

Seminole Stores

Signature Brands LLC

Star-Banner

SunTrust Bank

Telecom Service Bureau

Time Customer Service

Wachovia Bank/A Wells Fargo Company

Silver (companies with gifts of $20 per employee)

Brown & Brown Insurance

Cone Distributing

DeLuca Toyota

Bronze (companies with gifts of $15 per employee)

Macy’s

UPS

2009 Employee Giving Awards (companies with a minimum of 10 employees that met three of the four listed criteria)

Gold (75% employee participation, $90 average employee gift, $75 per capita employee gift, 20% increase in total employee gift)

Arnette House

Bank of America (Merrill Lynch)

Benefit Advisors

Brown & Brown Insurance

CenterState Bank of Ocala

Classic Fire, LLC

DECCA

Delta Laboratories

DeLuca Toyota

Dillard’s

Enterprise Rent-A-Car

First Avenue National Bank

Gateway Bank of Central Florida

Macy’s

Marion Senior Services

Ocala Recycling

PACE Center for Girls of Marion County

Pro Poly of America

Publix-Belleview Commons

Publix-Canopy Oaks

Publix—Churchill Square

Publix—Mulberry Grove

Publix—Paddock Park

Publix—Pearl Britain Plaza

DEX Corporation

Sumter Electric Cooperative

Workforce Connection

Silver (60% employee participation, $60 average employee gift, $60 per capita employee gift, 15% increase in total employee gift)

ARC Marion

Bernie Little Distributing

College of Central Florida

Central Florida State Bank

Community Bank & Trust of Florida

Community Legal Services of Mid-Florida

Conimar Corporation

Early Learning Coaltion

M & S Bank

Mercantile Bank

Karin Dean, Kim Algarra, Shelly Darby and Diane McCombsattending a WoW luncheon.

092009 Publix Day of Caring Team

Palm Chevrolet

Publix Super Markets

Publix—40 East

Publix—Heath Brook Commons

Publix—Heather Island Plaza

Publix—Quail Meadow Commons

Raymond James & Associates

SunTrust Bank

Time Customer Service

Bronze (50% employee participation, $50 average employee gift, $55 per capita employee gift, 12% increase in total employee gift)

Children’s Home Society

Hale Academy

Nationwide Insurance

Oxlife Respiratory Service

Regions Bank

Telecom Service Bureau

United Way of Marion County

2009 Campaign CabinetDave Fechtman, 2009 Volunteer Campaign Chair

Steve Purves—Munroe Regional Medical Center

Ron Ewers—Retired

Lori Dennis—Lassiter-Ware Insurance

Gwen Etheridge

Elizabeth Stevens

Camilla Sakin

Sandy Fuller

Jim Hilty, Jr—Edward Jones

Brian Cretul—Gateway Bank

Rick McPhillips—Edward Jones

Annie Delgado —A Delgado Realty & Consulting Group

Lori Boring—Wachovia Bank/A Wells Fargo Company

Ray Strickland —Benefit Advisors

Michelle Jarvis—Benefit Advisors

Angie Clifton—Wachovia Bank/A Wells Fargo Company

Debby Radcliffe

Melissa Cook—Hale Academy

Barbara Fitos

Bob Little—Regions Bank

Fred Roberts, Jr.—Klein & Klein, PA

Allen Parsons—Ocala Star-Banner

Peter Gray—Ocala Star-Banner

Leon Kally—SunTrust Bank

Greg Whitford—Northwestern Mutual

Carswell Ponder—Retired

2009 loaned ExecutivesDevon Chestnut—Cox Communications

Kari Chiasson—Marion County Board of

County Commissioners

Michelle Colbert—Marion County Public Schools

Beverley Comrie—Wachovia Bank/ A Wells Fargo Company

Jeffrey Dean—Wachovia Bank/ A Wells Fargo Company

Steven Epstein—Marion County Public Schools

Jennifer Farmer—Lockheed Martin

Suzie Futch—Marion County Board of County Commissioners

Diane Guilfoil—Marion County Public Schools

Jennifer Hilty—Wachovia Bank/ A Wells Fargo Company

Stacy Houston—Marion County Public Schools

Paul Miranda—Wachovia Bank/ A Wells Fargo Company

Stephen Rishkowski—AT&T

2009 Pacesetter CompaniesAnnie Johnson Senior Center

ARC Marion

Arnette House

Barrett, Liner & Company

Benefit Advisors

Bernie Little Distributing

Central Florida State Bank

Delta Laboratories

DeLuca Toyota

Dillard’s

Early Learning Coalition of Marion County

First Avenue National Bank

George Mangan Insurance

Lassiter-Ware Insurance

Lockheed Martin

Marion County Children’s Advocacy Center

Marion County Children’s Alliance

Marion County Homeless Council

Marion County Supervisor of Elections

Ocala Housing Authority

PACE Center for Girls of Marion County

Pro Poly

Progress Energy

RBC Bank

Shepherd’s Lighthouse

United Way of Marion County

UPS

Workforce Connection

2009-2010 Youth United Way Members

United Wayof Marion County

102009 Campaign Cabinet

VolUNTEERS ARE THE BACkBoNE oF ANy CommUNITy INITIATIVE. We all have special talents, things we can do to help. United Way understands the importance of volunteering and is committed to giving you the opportunity to get involved.

DAy oF CARINGSince 1993, United Way has mobilized volunteers from workplaces, clubs and organizations for a single day each year to carry out fix-up projects for community agencies around Marion County. Day of Caring offers area businesses, individuals, organizations and civic clubs the opportunity to help local nonprofit human service agencies accomplish much-needed projects during one day of organized volunteerism. Past projects include facility improvements, neighborhood cleanups, construction of new playgrounds and rehabilitation of housing for the elderly.

During the 2010 Day of Caring, more than 1,100 volunteers completed 35 projects valued at $115,000. Nationally, 300 United Ways mobilized more than 200,000 volunteers in Day of Caring events at nearly 10,000 agencies.

This event not only gives volunteers a firsthand look at the real needs in our community, but it also demonstrates how United Way focuses resources to provide for important human care needs in our community by leveraging volunteers/donated materials.

United Way would also like to thank its 2010 Day of Caring Sponsors: Publix Super Markets and Lockheed Martin.

yoUTH UNITED WAyYouth United Way is a program that provides a forum for local youth to develop leadership skills and demonstrate the importance of youth civic involvement as a key component of community change.

The initiative allows for juniors and seniors in high school to serve as volunteers and leaders. They elect their own officers; participate in meetings and fundraisers and serve as a volunteer group for United Way and the local community.

lET yoUR VoICE BE HEARDUnited Way encourages you to be an advocate for the causes and issues that matter most to you. Whether you choose to contact your local officials, talk to your friends, or simply wear a LIVE UNITED T-shirt, being vocal is a big part of being involved.

STAmP oUT HUNGER The second weekend in May is always saved for Mother’s Day, but it’s also when the annual Letter Carrier’s Food Drive takes place. Letter carriers throughout Marion County as well as more than 10,000 cities and towns throughout the country pick up much more than the mail along their postal routes; they also collect the goodness and compassion of their postal customers during the

annual National Association of Letter Carriers (NALC) National Food Drive to “Stamp Out Hunger.”

This annual effort has become the largest one-day food drive in the nation’s history, resulting in more than a half billion pounds of food to local food banks, pantries and shelters in all 50 states. Last year in Marion County, a record 382,000 pounds (a 50 percent increase over last year) of nonperishable food was collected and donated to Interfaith Emergency Services for distribution to the Salvation Army, Brothers Keeper, St. Theresa’s Catholic Church and the Help Agency of the Forest food banks. The Ocala Post Office was ranked first in the nation in their union member category

for the fourth year for the community’s outstanding effort in supporting this program. Marion County has collected more than 1 million pounds of food since the program has started for our community.

DAy oF ACTIoN On June 19th, 2010, United Way of Marion County joined other local United Way’s across the country in the annual United Way Day of Action. This day is an opportunity for local United Ways to show what it means to LIVE UNITED. It presents an annual opportunity for the United Way system to declare its intention to improve lives in measurable and lasting ways by mobilizing thousands of people around a common goal: advancing the common good.

For the second year, our United Way focused on our financial stability efforts recognizing the many issues families and individuals are faced with in our challenging economic times.

Our second Family Financial Fitness Day, brought in close to 100 participants attending a free half day workshop geared toward all ages to help families save money with smart tips and helpful workshops. Sessions for kids ages five through 18 were provided by Community Bank and Trust of Florida.

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ADVoCATE FOR UNITED WAY

VolUNTEER WITH UNITED WAY

United Wayof Marion County

GIVE.By donating to the United Way of Marion County, you are helping to advance the common good in the areas of Education, Income and Health.

ADVoCATE.Whether you choose to contact your local officials, talk to your friends, or simply wear a LIVE UNITED T-shirt, being vocal is a big part of being involved.

VolUNTEER.Volunteers are the backbone of any community initiative. We all have special talents, things we can do to help. Get involved!

United Way of Marion County // Call to Action. Give. Advocate. Volunteer.

2009 FINANCIAl PoSITIoNFor the 12-month period ending June 30, 2010

ASSETS 09-10 08-09Cash & Investments $ 1,165,588 $ 1,603,329

United Way Endowment* $ 2,895,918 $ 2,585,002

Pledges Receivable (less allowance for uncollectables) $ 635,935 $ 662,171

Accounts Receivable & Other Assets $ 27,461 $ 24,175

Land, Building, Equipment (net) $ 437,804 $ 470,044

Beneficial Interests in Trusts $ 47,953 $ 49,292

Total Assets $ 5,210,669 $ 5,394,013

lIABIlITIES & NET ASSETSliabilities

Accounts Payable $ 15,000 $ 11,479

Accrued Payables $ 63,220 $ 40,565

Contributor Choice Payable (Fall Campaign) $ 224,443 $ 212,114

Total liabilities $ 302,663 $ 264,158

Net Assets

Undesignated $ 169,871 $ 610,657

Board Designated $ 2,725,780 $ 2,378,138

Temporarily Restricted (Campaigns) $ 628,410 $ 800,603

Permanently Restricted $ 1,383,945 $ 1,340,457

Total Net Assets $ 4,908,006 $ 5,129,855

ToTAl ASSETS & lIABIlITIES $ 5,210,669 $ 5,394,013

Additional support and revenue generated from FEMA (Federal Emergency Food & Shelter Program), Energy Assistance Programs, Volunteer Time, Gifts in Kind, and Community Services total: $2,228,057.

*Interest from the Endowment Fund is reinvested in community.

Based upon United Way’s Audit for the fiscal years ending June 30, 2009 and June 30, 2010 as prepared by Crippen, Trice & Hornby, LLP. The audited financial statements and Form 990 are available for review at the United Way office.

United Wayof Marion County

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