2012 Annual Report

RiverRegionUnitedWay.com

ADVANCINGTHE COMMON GOOD 2012 ANNUAL REPORT

ADVANCING EDUCATIONINCOME AND HEALTH

GIVE. ADVOCATE. VOLUNTEER.

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Table of ContentsLetter From Our President & CEO 3

Our Purpose 5

Our Focus 6

Our Affiliate Agencies 8

Our 90th Anniversary 9

Our Volunteers 10

2012 Year in Review 12

The Tocqueville Society 14

Annual Campaign 16

Our Call to Action 18

Message From Our Board Chair 19

Our Financial Statements 20

Resource Distribution 27

River Region United Wayadvances the common good by creating opportunities for a better life for all.

2012 Annual Report 3

Dear Supporters:

On behalf of our affiliate agencies, hundreds of volunteers, thousands of donors, and countless individuals and families whose lives have been made better by your continued commitment and support, thank you for helping us advance the common good in our River Region.

In 2012, we made great progress in strengthening communities. Through the programs and services of our 46 affiliate agencies, the lives of some 140,000 people were positively impacted in our River Region last year. Through your commitment and with your support, young children are entering school better prepared to succeed, families are building brighter, more financially stable futures and people are living healthier lifestyles.

For 90 years, and under a number of different names, United Way has advanced the common good in what is now known as the River Region. Over the years and across generations, the people of the River Region have helped their neighbors in need, offering a “hand up,” not a handout.

Part of what distinguishes the River Region United Way from other United Ways across the country is our Community Council. Over the years, this diverse group of volunteers has conducted community needs assessments, brought together community organizations, area businesses and key leaders to address identified needs and, in several instances, to form new agencies.

The people of the River Region have big hearts and give generously. Since our early days in 1923, a grand total of $186,607,174 has been donated to United Way for community needs through workplace giving campaigns, as well as contributions from individuals, businesses, foundations and other partners throughout our community.

The River Region United Way has a rich history, and I invite you to look back at some of the highlights captured in our timeline, beginning on page 9 and concluding with a message from Roger Spain, Chair of the Board, about our vision for the future.

To all of you who found a way to give, advocate or volunteer, we thank you. Together, we are advancing the common good and creating opportunities for a better life for all.

Sincerely,

Russ DunmanPresident and Chief Executive OfficerRiver Region United Way

Letter From Our President and CEO

RIVER REGION UNITED WAYRECRUITS AND MOBILIZESTHE PEOPLE AND ORGANIZATIONS FROM ACROSS THE COMMUNITY WHO

BRING THE PASSION, EXPERTISE &

RESOURCES NEEDED TOIMPROVE THE LIVES OFPEOPLE IN THE RIVER REGION.


The River Region United Way advances the common good in Autauga, Elmore, Lowndes, Macon and Montgomery counties by creating opportunities for a better life for all.

We adhere to the philosophy that each of us has a stake not only in the well-being of our own children, but also in the child next door or even down the street. We all have a stake in creating a healthy, prosperous community and improving the quality of life in the River Region.

How does River Region United Way make change happen in our community?

We assess. With hundreds of community volunteers giving countless hours, we work together to identify and assess the needs in our community, and we recognize that most needs are complex and require multiple solutions.

We acquire. We help our affiliate agencies put in place the tools and programs to address those needs -- helping to make our neighbors’ lives better today and tomorrow.

We account. Our executive team and volunteer leadership account for your investments of time and money, ensuring that these resources are being used effectively and efficiently to make a real difference in the lives of others.

United Way is in the business of impacting communities in the River Region. Our measure of success is in the lives we change and the communities we shape -- that is how your United Way operates, creating lasting change in the River Region.

Our Purpose: Advancing the Common Good

10,000 Donors

More than 10,000 corporate and individual donors give to the River Region United Way

annually.

5 Counties

River Region United Way and its agencies serve five counties:

Autauga, Elmore, Lowndes, Macon and Montgomery.

140,000 Lives Impacted

1 out of 3 people are positively impacted by a United Way

Agency in the River Region.

Building Blocks for a Good Life

The River Region United Way works closely with 46 affiliate agencies in these three key impact areas.

We believe everyone deserves opportunities to have a good life: a quality education that leads to a stable job, enough income to support a family through retirement, and good health. That’s why United Way’s work is focused on the building blocks for a good life.

Education: Helping children and youth achieve their potential

Income: Promoting financial stability and independence

Health: Encouraging healthy lifestyles and promoting well-being

United Way provides our neighbors with opportunities to improve their lives in all three areas. These are the

6 Advancing the Common Good

EDUCATIONHelping children and youth achieve their potential

As Unit Director of the West End Boys & Girls Club (BGC), Tobarie Burton credits much of his success in life to the mentoring relationships and encouragement he received at the same BGC where he was first enrolled at age five. Now he passes those same lessons on to a new generation of BGC youth.

The Boys & Girls Clubs of the River Region work with young people from disadvantaged circumstances and serve as neighborhood beacons, providing a consistent, caring and positive environment for children in our community. Burton continues to encourage kids to put their academics first during after-school programs where they also develop life skills and participate in leadership development

activities, citizenship, college and career exploration, health, sports and recreation, as well as the arts.

INCOMEPromoting financial stability and independence

Rita’s* life was about to change. Homeless and not knowing how she would feed herself and her two-year old son, she was referred to Mary Ellen’s Hearth by a friend.

With a new focus, the Nellie Burge Community Center is breaking the cycle of homelessness with Mary Ellen’s Hearth - a transitional home for mothers and their children who are homeless due to economic hardship, family crisis, divorce or eviction. The only transitional home of its kind in the Montgomery area, Mary Ellen’s Hearth is designed so women and their children can live together, as a family

Our Focus: Education. Income. Health.

Tobarie Burton, Unit Director at the West End BGC.

There is a lack of transitional housing for women with children in the Montgomery area.

Through the programs and services of its 46 affiliate agencies and with your generous support, the River Region United Way focuses on the building blocks for a good quality of life – education, income and health.

unit, for an extended period until they’re back on their feet.

Mary Ellen’s Hearth offers hope, help and healing to homeless women and children by fostering independence and helping residents gain the life skills necessary to prevent future chronic homelessness. Rita and the other women at Mary Ellen’s Hearth strengthen their families through active participation in finance, parenting and nutrition classes. Residents are required to work, be enrolled in school or attend another adult education program.

When Rita leaves Mary Ellen’s Hearth, she will leave with her dignity and self- respect restored, prepared for a life of independence.

*Name was changed

HEALTH Encouraging healthy lifestyles and promoting well-being

Like most mothers, Tonia has her share of worries. Whether it’s deciding which formula is best for her

two-month old daughter, Eden, or keeping up with immunizations, there are no dull moments for the mother of a newborn.

In 1988, in the face of an alarming infant mortality rate, community leaders, healthcare professionals and concerned citizens in the River Region formed a public-private partnership called Gift of Life. Because nearly one-third of the children under the age of five in Montgomery live in poverty and many do not receive all of their well-child checkups and immunizations, the Child Health Access Project (CHAP), a program of the Gift of Life Foundation, is helping low-income mothers and their babies live healthier lives.

CHAP is designed to provide a system of tracking and care coordination for babies beginning at birth. Care providers with CHAP educate families about their babies’ healthcare needs, help them get their babies to their chosen healthcare providers on schedule, and support them as they address family issues that affect the health of their babies.

Serving more than 600 families like Tonia’s through CHAP, the Gift of Life Foundation is truly laying the foundation for healthier lives for the youngest demographic in our community.

These are just three of 140,000 stories that could be shared of lives positively impacted by River Region United Way.

Tonia and her son, Josh, with Baby Eden at the Gift of Life offices


building blocks that strengthen families, neighborhoods and our local economy.

For more information about these impact areas and advancing the common good in our communities, visit our website atwww.RiverRegionUnitedWay.org.

River Region United Way is the only local nonprofit organization that supports 46 community agencies whose critical programs and services deliver these building blocks for a better life.

Did You Know?

River Region United WayAffiliate Agencies Through its affiliate agencies, River Region United Way provides services and meets the needs of more than 140,000 people annually in Autauga, Elmore, Lowndes, Macon and Montgomery Counties. These 40+ local nonprofit organizations are United Way’s “boots on the ground.”

2012 Corporate Day of Service at MACOA


2-1-1 Connects

Aid to Inmate Mothers (AIM)

American Cancer Society

American Heart Association

American Legion Auxiliary #2

American Red Cross of Central Alabama

ARC of Eastern Elmore County

Association of Christians in Tallassee for Service (ACTS)

Autauga/Western Elmore ARC

Boy Scouts of America, Tukabatchee Area Council

Boys & Girls Clubs of the River Region

Brantwood Children’s Home

Catholic Social Services

Chemical Addictions Program

Child Protect

Children’s Center of Montgomery

Community Action Agency of Central Alabama

Easter Seals - Camp ASCCA

Easter Seals of Central Alabama – Rehabilitation & Career Center

Easter Seals - Janice Capilouto Center for the Deaf

Elmore County Partnership for Children

Family Guidance Center of Alabama

Family Sunshine Center

Family Support Center

Gift of Life Foundation

Girls Scouts of Southern Alabama

Goodwill Industries of Central Alabama

HandsOn River Region (formerly Volunteer & Information Center)

Health Services

Hospice of Montgomery

Lighthouse Counseling Center

Maxwell-Gunter Youth Activities

Medical Outreach Ministries

Mental Health America in Montgomery

Montgomery Area Council On Aging (MACOA)

Montgomery Area Nontraditional Equestrians (MANE)

Montgomery Association for Retarded Citizens (MARC)

Nellie Burge Community Center

PASS: Peers Are Staying Straight

Salvation Army

SAYNO in the Montgomery Area

Second Chance Foundation

Sickle Cell Foundation of Greater Montgomery

USO

YMCA of Montgomery

YMCA of Prattville

YMCA of Wetumpka and Millbrook

From the Community Chest to the River Region United Way

Under many different names, the United Way has been about change in our community. In the 1920’s, the Community Chest Movement asked corporations and business leaders to consider how they might be civically philanthropic while at the same time asking many nonprofits to consolidate fundraising activities under a single, unified banner. A partnership between the business sector and the social services organizations began with the ultimate goal of searching for the causes, rather than symptoms, of social distress.

In the Montgomery, Alabama of 1934, the Charity and Welfare Council took on the role of fundraising. In 1937, the Coordination of Community Services was doing similar work among service providers to reduce duplication and coordinate efforts among the public. By 1951 these two groups merged and created an integrated effort to not only provide financial assistance but to help identify the most pressing needs in our community and strategies for prevention and cure of community problems. As we entered 1952, the Community Council had become the most objective body in Montgomery for studying community ills and then developing a plan and organization to meet those identified problems.

Intensive studies and reports led to recommendations that resulted in the establishment of entirely new services to meet an identified problem. Time and time again, the Community Council has identified community need and rallied our community for support. They have taken on projects and studies that have led to major advancements in the care of the mentally challenged, the elderly and those affected by disaster. Their wisdom and forward thinking permitted them to embrace the role of “community problem solver” and has left an indelible imprint on the social fabric of our community.

In the River Region for 90 Years

The Community Chest of Montgomery is formed to address pressing community needs.

1923

1923

Letterhead of the original Community Chest of Montgomery featuring our original nine agencies – The Anti-Tuberculosis League, Boy Scouts, Children’s Home, Girl Scouts, Red Cross “Family Service,” Salvation Army, Woman’s Home, Y.W.C.A and Hale Infirmary.

1928

1929Black Tuesday crash of the stock market occurs and the Great Depression begins.

Mrs. Paul Mertins, Sr. (shown with Samuel Hobbs) is founder and first President of the Charity and Welfare Council (CWC), serving from 1934-36. Their first fund-raising goal was $65,000 under the leadership of Colonel William Screws.

1934

The Council for the Coordination of Community Services (CCCS) is established to bring together public and private health, welfare, recreational, educational and civic groups of Montgomery.

1937Japanese attack Pearl Harbor

1941

Charity and Welfare Council becomes known as the Community Chest. The term Community Chest was a spin-off of the “War Chest” families and communities had in World War I.

1950


Agencies formed by United Way’s Community Council

As part of its role in bringing together community groups and resources to address community needs, the Community Council was instrumental in the formation of the following agencies:

• 2-1-1 Connects

• Chemical Addictions Program

• Goodwill Center of

Montgomery (now known as

Goodwill Industries of Central

Alabama)

• Family Sunshine Center

• Montgomery Area Council On

Aging (MACOA)

• Montgomery Area Food Bank

• Montgomery Association of

Retarded Citizens (MARC)

• Nellie Burge Community Center

• Success by 6

• Volunteer & Information Center

(now known as HandsOn River

Region)

10 Advancing the Common Good19

51

1951

1952

1952The Community Chest and the Council for the Coordination of Community Services (CCCS) agree to merge organizations under the name “Community Chest and the Council of Montgomery, Inc.”

The United Appeal is organized from the merged organizations under the leadership of Mr. Robert Henry, and the first Chair of the new Community Council is Mrs. James Fitts Hill.

1955

Members of the merged organizations meet at Court Square.

1954Editorial cartoon highlighting the new United Appeal.

1957

Rosa Parks refuses to give up her seat on a Montgomery City Bus.

Out of an abundant concern for the medically indigent, the Community Council and the Junior League of Montgomery influence the Montgomery City-County Hospital Board to oversee a network of public health clinics called Health Services, Inc.

1959The United Appeal of Montgomery serves as the fund-raising organization for local social service agencies.

Our Volunteers

Roger Spain, ChairRonnie Brown, Vice ChairDiane Steinhilber, TreasurerGene Crane, Immediate Past President

Willie ArnoldKelly CochranHeather ColemanMitch DeversDave FaraceAubrey Ford, Jr.Andrea FoyePeggy GrantFrank GrecoWilliam HarrisJodie HughesLance HunterTommie L. JohnsonMike L. LamarBill Lewis, Jr.Kim Collier MaddoxSamuel P. MartinCarnell McAlpineLisa MillerTom MillerBrenda MitchellJo MooreBruce MurphyRichard NealCarter PapkeBob RamseyWinston Wilson ReeseRob RobisonSteve RutledgeCindy ScottWade Seamon

George SmithJanet St. ClairJimmy StubbsJohn Veres, IIIRichard Younger

Ex officio members Brad ArmagostJennifer AtkinsAlan HackelKatherine JacksonRobert S. Weil, II

Jennifer Atkins, ChairVictoria Belton, Incoming Chair

Lisa BeersLinda BlackmonMelody ColvertEmily DeesCarol GunterLaura HicksTina McManamaBill RiceCindy ScottKarla ShoemakerAmy Botts StricklandHelen TaylorJohn G. Veres, IIILeslie Zeanah

Board of DirectorsAs the governing board of RRUW, these volunteers determine strategy for RRUW and make decisions on policy and funding issues.

Marketing and Communications CommitteeThis group of marketing and communications professionals supports our efforts to communicate the work of United Way and our affiliate agencies to our donor community and the general public.


United Appeal Campaign Chair William S. Brewbaker, Sr. and Board President Ed Lowder.

1969

1960

The Civil Rights Movement reaches a political and emotional peak with marches from Selma to Montgomery.

1965

1965The United Appeal of Montgomery logo.

1966

Important studies by the Community Council result in the formation of a local branch of Goodwill Industries and the Montgomery Area Mental Health Center.

1966 1967

The gas flame above the United Appeal goal marker at Court Square. The campaign goal was $787,795 to be used among 27 community service organizations.

The Community Council, after recommending the establishment of the Montgomery Area Mental Health Center, coordinates the merger of the Retarded Children’s School and the Hope Center into the newly formed Montgomery Association for Retarded Children.

1968Go Fair Share campaign poster from the Annual Campaign.

1969Name changes to the Montgomery Area United Appeal, recognizing expansion outside of Montgomery County

“We are all called to be servants. I don’t care who you are or what you do; if you are not serving your fellow man,

you are missing an important purpose and mission in your

own life. Everyone is called to service of their neighbor – and

some to an even greater degree because of the abundance

of their own blessings.”

Mrs. Johnnie R. Carr (1911-2008)

Lifelong Community Volunteer

Katherine Jackson, ChairRobert Martin, Chair Elect

Annette AllenCharles BakerRichard BradfordDebra Caldwell-Bush Jamye W. CarterAdam CauseyHelen CleondisEmma E. ColeDonna CooperMatt CowellRosetta CrowellJim CrumptonNathan FankAlan HackelVivian E. HandySandra HarrisBarbara HendersonEric JacksHaksoon KimStephen LeeLewis McGowanRegina MeadowsWanda MeadowsWalter MontgomeryAntony NgichabeCarter PapkeJanice PatrickMichael ShawJanice SmithWill SmithJudith StongeBeverly StrachanJessica TaylorFelicia TyusBrenda Ward

Ronda WestryBrett WilkinsonRichard YoungerRodney Zeigler

Alan Hackel, ChairRegina Meadows, Chair ElectDerrick Cunningham, Vice Chair

Lorna Aho Charles Baker Dennis Barnes Wes Blake Kimberly Cobb-Ray Donna Cooper Tom Danielson Zach Devers Marion Dunlap Bonnie Evans Amy Garrigan Jason Goodson George Goodwyn Vicky L. Grice Kathy Gunter Julia HenigBernadette Hollinger Eric Jacks Angela Mayberry Todd Mote Dawn Owens Lydia C. Pickett Beverly D. Ross

Michael Shaw Ann M. Sikes Will Smith Shakirah Tajuddin Sherry Tatum Jessica Taylor Jason Walker Jeff Wasserman Suzanna Wasserman Kenneth Waters Debra Whitfield Ghandi Williams Timberly Williams Neal Zeanah

Budget and Allocations CommitteeThis committee exists to assist donors in making sound giving decisions and to ensure good stewardship of donor and volunteer resources. They ensure that every agency employs fair and honest practices, promotes ethical conduct and encourages the use of best practices for organizational management.

Community CouncilThis group regularly assesses the needs of our community, identifies priorities and brings key partners together to address those needs.

12 Advancing the Common Good19

70

1970

1971

1971

The first Million Dollar Campaign is completed under the leadership of Campaign Chair Bill Oswalt of ALFA Insurance.

United Way of America moves from New York City to Alexandria, Virginia.

1973Campaign Chair Al Sinclair celebrates the end of the campaign.

1973

United Way of America and the National Football League begin a unique partnership of sports/charity public service announcements.

1976

20th Anniversary of the Montgomery Area United Appeal results in a $1.25 Million dollar campaign and partnerships with 30 agencies.

The Montgomery Area United Appeal becomes the Montgomery Area United Way (MAUW).

1975The Community Council completes studies that lay the groundwork for major developments in the areas of juvenile justice, care for the aged and home care for children.

The Campaign, chaired by Carey Harper, III, passed the $2 Million dollar mark.

1979

Prom Dress Drive

March 2012

NFL Play 60March 2012

ALFA Agency Tours

Summer 2012

AUM Cheerleaders atRally in the Alley RRUW President, Russ Dunman, and 2012 Autauga Co. Campaign Chair, Mike Lamar

The fall campaign reached 10,000 individuals and workplaces.


The Campaign, led by Ray Petty, breaks the $3 Million dollar threshold, raising over $3.2 million – a 10% increase over the previous year.

1987

1985

The Montgomery Area Food Bank and the Louise M. Smith Developmental Center become member agencies.

1986

1987United Way recognized its centennial by saluting the American volunteer through many programs, including dedication of a United Way postage stamp by the U.S. Postal Service.

The Campaign, led by Frank McGough Jr., raises over $4 Million Dollars for the first time ever.

The Tocqueville Society of the Montgomery Area United Way is formed with 19 Founding Members.

1987United Way staff members (L to R) Hank Schmidt, Jeff Casleton, Charlie Colvin and Kerry Crane decorate the 60th Anniversary cake on the lawn of the MAUW offices.

1983

The Comprehensive Alcohol Program is admitted as a member agency.

1979

2012 Year in Review

Campaign Chair Bobby Weil

at Biscuits Charities Night

Rally in the AlleyAugust 2012

EMERGE Members at the

Mid-Campaign Report Meeting

Roger Spain, Mayor Todd Strange and Ronnie BrownYoung readers committed to

LIVE UNITED

Final Campaign Announcement$5,318,492

In 1987 The Tocqueville Society of the River Region United Way was formed to foster, promote and recognize the vital importance of voluntary community service and personal giving at an exceptional level. Membership includes individuals and private foundations meeting the leadership giving standard of at least $10,000 annually. With the support of The Tocqueville Society, River Region United Way is able to create long-lasting changes by tackling our community’s most serious issues.

La Société Nationale Anonymous

Ordre de FraternitéMr. & Mrs. James K. Lowder *

Ordre de LibertéMr. & Mrs. John A. CaddellJudge & Mrs. Truman M. Hobbs, Sr. *Mr. & Mrs. Adolph Weil, IIIMr. Robert S. Weil, Sr. *

Membres de la SociétéMr. & Mrs. Charles E. AdairMr. & Mrs. John N. Albritton, Jr.Mr. & Mrs. J. Greg AllenMr. Jake F. AronovMr. & Mrs. Owen W. AronovDr. & Mrs. Winston M. AshurstDr. & Mrs. Ronald T. BarganierDr. & Mrs. Harry M. Barnes, IIIMr. & Mrs. Carl A. BarrancoMr. & Mrs. Jere L. Beasley, Sr.Dr. & Mrs. Sanders M. BenkwithMr. & Mrs. David G. BordenMr. Young J. Boozer, III Dr. & Mrs. Arthur M. BrittonMrs. Dorothy D. CameronMr. & Mrs. George B. Clements

Mr. & Mrs. E. L. Crane Ms. Elizabeth B. Crump Dr. & Mrs. Stephen L. Davidson Mr. Morris Dees & Mrs. Susan StarrJudge & Mrs. Joel F. DubinaMr. & Mrs. Russell S. DunmanMr. & Mrs. C. Lee EllisMrs. Elizabeth Emmet *Mr. & Mrs. Tranum FitzpatrickMr. & Mrs. Greg FoxJudge Mark E. FullerDr. & Mrs. Lewis GaydenMr. & Mrs. Barrie H. HarmonMr. & Mrs. W. Inge Hill, Jr.Mr. & Mrs. W. Daniel Hughes, Jr.Mr. & Mrs. Eric V. HunterMr. & Mrs. Ray IngramMr. & Mrs. Watkins C. Johnston, Jr.Mr. Keith Karst & Dr. Mary KarstMr. & Mrs. Thomas H. KeeneMr. & Mrs. Knox Kershaw Mr. & Mrs. James E. KlinglerMr. & Mrs. Jerry C. Kyser, Sr. Mr. & Mrs. H. F. LevyMr. & Mrs. James L. Loeb, Jr. Mrs. Joan B. Loeb *Dr. Gaeton D. Lorino & Dr. Cynthia D. LorinoMr. & Mrs. Michael H. Luckett Mr. & Mrs. Forrest McConnell, III


Tocqueville Society

For a complete listing of Leadership Givers, please scan or log on to RiverRegionUnitedWay.org/donor-recognition


Only 26 years old when he came

to America in 1831, Alexis Charles-

Henri Clérel de Tocqueville

traveled all over our young nation

including many parts of Alabama.

Perhaps his most important

observation was that Americans

helped each other in the time of

need. He recognized, applauded

and immortalized the volunteer

spirit that lives in America’s heart.

Originally formed in 1984 by

the United Way of America, The

Tocqueville Society was created to

deepen individual understanding

of, commitment to, and support

of United Way’s work: advancing

the common good by creating

opportunities for a better life for

all. The society honors Alexis

de Tocqueville, the Frenchman

who wrote so enthusiastically of

the American spirit of voluntary

association and voluntary effort for

the common good.

Alexis de Tocqueville

Mr. & Mrs. William McConnell Judge & Mrs. Reese H. McKinney Mr. & Mrs. Thomas J. Methvin Mr. & Mrs. E. Temple Millsap, III Dr. & Mrs. William J. MitchellDr. & Mrs. John Moorehouse Mr. & Mrs. Joseph D. MussaferMr. & Mrs. Maurice D. MussaferMr. & Mrs. Larry D. PuckettJudge & Mrs. Eugene W. ReeseMr. & Mrs. Bruce S. ReidMr. & Mrs. Jim L. RidlingMs. Jane F. RothschildMr. & Mrs. Stephen G. RutledgeMr. & Mrs. Keith Sabel Mr. & Mrs. B. Stephen SchlossMr. & Mrs. S. Adam Schloss Mr. & Mrs. Robert E. Seibels Mr. & Mrs. Ned F. SheffieldMr. & Mrs. George C. Smith, Jr. Mr. & Mrs. Richard Stabler Mr. & Mrs. Charles A. StakelyMayor & Mrs. Todd R. Strange Mr. & Mrs. Robbins Taylor, Sr. Mr. & Mrs. Galen J. ThackstonDr. & Mrs. David R. ThrasherMr. & Mrs. William K. Upchurch, III Mr. & Mrs. Ben W. Walker, IIIMr. & Mrs. William E. Wallace

Mrs. Adolph Weil, Jr. * Mrs. Jan K. WeilMr. & Mrs. Robert S. Weil, IIMrs. Virginia A. WeilMr. & Mrs. Edward V. Welch, Jr. Mr. & Mrs. Milton A. Wendland Mr. & Mrs. W. A. Williamson, Jr. Mr. & Mrs. Frank M. WilsonMr. & Mrs. James W. Wilson, III Mr. & Mrs. William B. WilsonDr. Thomas Wool & Dr. Laurie Jean Weil Mr. & Mrs. Philip B. Young * Founding Member

of the River Region United Way

Tocqueville Society Co-Chairs, Laura & Barrie Harmon, pictured with the 2011 Tocqueville Society Award Recipients, Jim and Mary Lynne Levy, at a Tocqueville Society Dinner in January 2012.

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Tocqueville Society

1991

1998Laurie Weil becomes the $6 Million Dollar Woman as the Annual campaign hits a new high water mark.

United Way successfully petitions the Federal Communications Commission to designate “211” for health and human services information and referral.

2000

The Atlanta Committee for the Olympic Games (ACOG) announces its selection of United Way of America as the primary provider of community support and volunteer services for the 1996 Olympic Torch Relay.

1995 2001

Terrorists attack the World Trade Center in New York.

United Way responds by creating the September 11th Fund to help distribute funds collected after the attack on the World Trade Center.

2002


1991The Montgomery Area United Way takes possession of the Watts Norwood House, also known as the House of Mayors, on South Perry Street. This historic home becomes the hub for all related United Way activity.

1992Under the leadership of Steve Schloss, the $5 million dollar mark is surpassed in the Annual Campaign.

Robert S. Weil, II, Campaign ChairBrad Armagost, Campaign Vice Chair

Jennifer AtkinsLaura Bear Virginia Bear Heather Coleman Barrie Harmon Laura Harmon Millie Houston Mike Lamar

Peter Selman Richard Stabler Ned Sheffield

David BaileyKen CarrickChristine CauseyChase Chambliss Jeremy CobbCallis Cogle Jacob Cook Ladd Davis Luke Etheredge Katey Fuller Adam HimelMegan Hughes Troy HughesEric Jacks Joanni Kelley Marcus Lennon Paula Mathis Amanda Meeks Lisa Patterson Jessica PittsRandy Roberts June Strickland Anthony ThorntonPatrick TrotterKatherine TrumbleJoseph Vickery

With grateful appreciation to the organizations that donated their employees’ service and time to the annual campaign.

Aldridge, Borden & Co.ALFAAuburn Montgomery IBMJackson ThorntonMontgomery Museum of Fine ArtsNavy Federal Credit UnionRegions BankRiver Bank & TrustRushton StakelyServisFirst BankWarren Averett Wilson PriceYoung Meadows Presbyterian Church

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Annual Campaign

2012 Campaign Chair Robert S. Weil, II

Campaign CabinetThese volunteers acquire the necessary human and financial resources required to address community needs through funding the work of United Way and its 46 affiliate agencies.

Loaned ExecutivesLoaned Executives (LEs) are recruited from local businesses to help develop and implement workplace giving campaigns at other area businesses, working with top management and employee campaign coordinators.


4th Annual Rally in the AlleyJennifer Anderson, a member of EMERGE

Montgomery, and Sharleen Smith of Auburn Montgomery, Presenting Sponsor of

Rally in the Alley 2012.

River Region United Way partners with EMERGE Montgomery each year for the annual campaign

kickoff and volunteer drive.Phot

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1. ALFA Insurance Companies

2. Publix in the River Region

3. Hyundai Motor

Manufacturing Alabama

4. Alabama Power Foundation

5. United Parcel Service

6. International Paper Company

7. The City of Montgomery

8. The Colonial Company

9. SABIC Innovative Plastics

10. Regions Financial Corporation

11. Caddell Construction Company

12. Rheem Manufacturing Company

13. Warren Averett Wilson Price

14. BB&T

15. Jackson Thornton

Top 15 Corporate Contributors


Hurricane Katrina decimates the gulf coast.

2004

2005

2008United Way introduces the bold Goals for the Common Good - focused on Education, Income and Health - and LIVE UNITED, a new call to action for everyone to become a part of the change.

In partnership with the Corporation for National and Community Service, United Way observes the 9/11 National Day of Service and Remembrance.

2009United Way International and United Way of America came together to create United Way Worldwide, the largest privately funded nonprofit in the World, with more than 1,800 United Ways in 41 countries and territories.

2011

LIVE UNITED. It's a credo. A mission. A goal. A constant reminder that when we reach out a hand to one, we influence the condition of all. We build the strength of our neighborhoods. We bolster the health of our communities. And we change the lives of those who walk by us every day.

We invite you to be a part of the change. You can give, you can advocate and you can volunteer. Only when we all work together toward a common purpose do we truly LIVE UNITED. It takes everyone in the community working together to create a brighter future.

GIVE Invest in your community.

ADVOCATE Champion the cause.

VOLUNTEER Give your time.

The Montgomery Area United Way becomes the River Region United Way.

2004

Our Call to Action


Dear Supporters:

Thank you. We cannot say it enough. Thank you for what you do to support our communities through the River Region United Way.

For many years, we have worked to identify community needs and facilitate lasting change. Bringing together diverse groups of experts and local civic leaders, we have identified the important issues affecting our community. We have also effectively leveraged these partnerships to create strategies with the ultimate goal of identifying causes, rather than symptoms, of social distress. That work has advanced the common good and improved the lives of countless individuals in our River Region.

In recent days, we have completed the data collection portion of the 2013 Community Needs Assessment to identify the most pressing needs in Autauga, Elmore, Lowndes, Macon and Montgomery counties. The 2013 Community Needs Assessment included an online survey component as well as focus groups from the five counties in our region. Feedback from the focus group participants as well as almost 1,000 online surveys will provide United Way with a clear picture of the most pressing needs in our communities and allow us to identify any gaps in existing programs and services. Also, these results will help us to identify emerging priorities that demand attention.

This year, our Board, staff and key stakeholders are entering into a strategic planning process, where we will incorporate what we learn from the findings of the 2013 Community Needs Assessment. Through this process we will determine our key strategies and goals for the next three to five years with the objective of clarifying our organization’s mission and increasing our ability to maximize our community impact.

As we celebrate the first 90 years of the River Region United Way, we can proudly look back at what we have accomplished together. And it is now our responsibility to shape the next 90 years and beyond. Join with us as we envision a community where all individuals and families achieve their human potential through a quality education, financial stability and healthy living.

Let’s all LIVE UNITED, together.

Sincerely,

Roger A. SpainChair of the Board and Chief Volunteer OfficerRiver Region United Way

2012125th anniversary of the United Way Worldwide movement, now with over 1800 locations in 45 countries.

River Region United Way celebrates its 90th Anniversary.

and beyond...

2013

Continuing to Advance the Common Good

Message From Our Board Chair

2012The Tocqueville Society of the River Region United Way celebrates its 25th

Anniversary

River Region United Way Financials


Auditor’s Letter

For complete audited financial statements, please scan or log on to RiverRegionUnitedWay.org/accountability

Statement of Financial Position


2012 Statement of Activities



2011 Statement of Activities


Statement of Cashflow

Statement of Functional Expense


Thank You

Affiliate Agency $ Amount A.C.T.S. 1,831.00 Aid to Inmate Mothers 26,807.00 American Cancer Society 142,632.00 American Heart Association 85,063.00 American Legion Auxiliary #2 1,000.00 American Red Cross 399,213.00 ARC of Eastern Elmore County 12,122.00 Autauga County Support Center 19,460.00 Boy Scouts of America 199,861.00 Boys and Girls Clubs of Montgomery 269,031.00 Brantwood Children’s Home 145,832.00 Catholic Social Services 120,926.00 Chemical Addictions Program 62,548.00 Child Protect 32,719.00 Children’s Center of Montgomery 121,933.00 Easter Seals - Camp ASCCA 23,850.00 Easter Seals Rehab Center 135,000.00 Easter Seals - Capilouto Ctr for the Deaf 20,849.00 Elmore County Partnership for Children 3,726.00 Elmore/Autauga Community Action Com. 26,574.00 Family Guidance Ctr (including Success by 6) 245,189.00 Family Sunshine Center 163,447.00 Gift of Life Foundation 24,528.00 Girl Scouts of South Central Alabama 122,380.00 Goodwill Industries 25,020.00 Health Services 24,528.00 Hospice of Montgomery 68,541.00 Lighthouse Counseling Center 97,992.00 Louise M. Smith Dev. Ctr. (AWE/ARC) 31,684.00 MANE 25,639.00 Maxwell-Gunter Youth Activities 32,795.00 Medical Outreach Ministries 3,120.00 Mental Health Association 87,568.00 Montgomery Area Council on Aging 110,085.00 Montgomery Assn. for Retarded Citizens 118,300.00 Nellie Burge Community Center 40,000.00 P.A.S.S. 45,536.00 Salvation Army 129,564.00 SAYNO in the Montgomery Area 28,355.00 Second Chance Foundation 14,000.00 Sickle Cell Foundation 77,206.00 USO 4,299.00 Volunteer and Information Center 99,684.00 YMCA of Montgomery 250,192.00 YMCA of Prattville 85,000.00 YMCA of Wetumpka 31,691.00 211 Connect 100,000.00 Allowance for Contingency 77,201.00 Allowance for Pledge Loss 281,360.00 Designations - Passed Through 16,287.00 Program & Campaign Fundraising 603,284.50 Subtotal Agency, Program & Fundraising 4,915,452.50 Agency, Program & Fundraising % of Total 90.0% Membership Fees United Way Worldwide & Alabama 69,113.00 United Way Central Services 479,469.50 Subtotal Administration 548,582.50 Total Campaign Resources Distributed $5,464,035.00 The River Region United Way payout year runs April 1 through March 31. For further information, please refer to our published financial reports. River Region United Way does not charge our affiliate agencies any dues or membership fees.

River Region United Way2011/2012

Campaign Resource Distribution

60 Commerce Street, Suite 600 P.O. Box 868 Montgomery, AL 36101 334.264.7318 www.RiverRegionUnitedWay.org

Documents

2012 Annual Report