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2012 ANNUAL REPORT United Way of Central Indiana

2012 UWCI Annual Report

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A comprehensive report on United Way of Central Indiana's activities throughout 2012.

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Page 1: 2012 UWCI Annual Report

2012 ANNUAL REPORTUnited Way of Central Indiana

Page 2: 2012 UWCI Annual Report

AAuthor Marilyn Ferguson once compared change to being between trapezes – the place where we’re neither holding on, nor holding back. Though the transition can bring feelings of uncertainty, exciting opportunities abound. That’s a pretty accurate summary for United Way in 2012.

We started off the year with a new strategic plan, resulting in several task forces that were formed to look at how we can increase volunteerism, fundraising and our impact in four areas: education, income stability, health and basic needs. Then in July, Ellen announced her retirement, scheduled for early 2013. A search committee was formed, chaired by immediate past board chair David Resnick, and worked diligently, hiring Ann D. Murtlow, effective April 1, 2013.

All the while, our core business continued – helping people learn more, earn more and lead safe and healthy lives – while raising money and recruiting volunteers to support this work.

Under the able leadership of co-chairs Steve Schenck and Marianne Glick (returning for a second year!), the campaign exceeded $40 million for the second consecutive year. John Neighbours, chair of the Ready to Learn Committee, presented the board with a 10-year plan to improve the quality of child care and early learning for all children throughout our region. The committee also launched a new competitive grant program for underperforming public schools serving low-income families. Grant applicants proposed their own research-driven strategies to improve student success. Betsy Bikoff, chair of the Community Planning and Research Committee, presented a plan to increase family financial stability, specifically the parents of children in United Way partner schools, in order to reduce student mobility. Don Knebel, chair of the Resource Development Committee, appointed several task forces to increase donor and volunteer engagement and respond to changing donor and corporate giving trends.

All this work was done with support from an incredibly committed and qualified staff. For the third year in a row, we celebrated being selected as a “Best Places to Work in Indiana” company.

In a year of transition at United Way, we relied heavily on our volunteers. A strong nonprofit organization requires a combination of staff excellence and committed volunteer leaders. Our volunteers have stepped up and are leading us forward to fulfill the strategic direction. So, as Ellen says goodbye and we welcome Ann, we celebrate and thank all our volunteers and donors who share our vision of being a community where we are proud of all of our residents’ quality of life!

A year of transition for United Way

Samuel L. Odle, FACHECivic VolunteerChairman, United Way of Central Indiana Board of Directors

Ellen K. AnnalaPresident and CEOUnited Way of Central Indiana

Page 3: 2012 UWCI Annual Report

United Way of Central Indiana believes in fairness and equality and recognizes the value of inclusiveness by encouraging the full participation of all individuals in fulfilling its mission. United Way of Central Indiana recognizes the strength of diversity which acknowledges and celebrates a society of different individuals, cultures and perspectives whose knowledge, skills and talents enrich and strengthen us as a people. United Way of Central Indiana believes in and practices equal opportunity in its operations, community engagement, employment and decision-making and encourages inclusion of diverse members of our community.

Our diversity statement

2012-13 board members

R. James AlerdingMichael J. AlleyEllen K. AnnalaSue A. Back, CPAJenny BallRobert C. BallardCharles R. BantzMichael R. BecherTanya BellGerald L. BepkoKathryn G. BetleyBetsy BikoffVincent C. CaponiJohn CardenasMolly Wilkinson ChaversMatthew A. CohoatRodney D. CottonDeborah J. DanielsDenise K. DankLarry Delia

Michael T. DiltsClaudette EinhornMurvin S. EndersStephanie C. FuhrmannGeoffrey M. GaileyKaren GentlemanNadine S. GivensMarianne GlickJuan F. GonzalezLisa E. Harris, M.D.Richard E. HesterBruce HetrickMark Hill*Robert W. HillmanAbbe Hohmann, CCIMJames S. IrsayKalen IrsayJohn R. Jewett, Jr.William R. KlepperDonald E. KnebelJill Robinson Kramer

Jonathan E. KroehlerDavid C. Lewis, Sr.Dave LindseyScott S. LucSusan Mahoney, Ph.D.Todd J. MaurerWilliam G. MaysPatricia Polis McCroryJeffrey B. McDonaldOwen B. (Bud) Melton, Jr.Jamie P. MerisotisMark MilesBryan A. MillsAndy MohrGreg MorrisJohn T. NeighboursMichael O’ConnorSamuel L. Odle, FACHEWayne PackRobert A. PalmerGregory L. Pemberton

Patrick PeregrinRobert S. PottsMaria M. QuintanaMark RatekinDavid ResnickJean RichcreekN. Clay RobbinsMichael RosielloRafael SanchezGreta SandersonDr. Dennis SassoSteven J. Schenck*Greg SchenkelZachary ScottJerry D. SemlerYvonne ShaheenGordon SlackMaribeth SmithTimothy SmithJeffrey E. SomersDennis Sponsel

Mary Ann SullivanDonald W. TanselleLiz TateAmit ThanawalaPatzetta M. TricePatricia WachtelSteven F. WalkerDr. Denis WardDr. Eugene G. WhiteBob WingerterJean WojtowiczTerence T. Yen, Ph.D.

Youth board interns:Reyan CoskunNinad Thanawala

* Resigned as of 12/31/12

In 2012, the board implemented a new strategic direction for United Way of Central Indiana, which included an updated mission and refined community priorities:

Mission: United Way of Central Indiana helps people learn more, earn more and lead safe and healthy lives.

Priorities: education, income, health and basic needs

The new direction encompasses our proven effective programs and services and also includes new, innovative strategies, brought to light through task force findings and the biennial community assessment. We believe this holistic, continually evolving approach best positions United Way as the preeminent charity in Central Indiana, focusing on the root causes of the challenges individuals and families face while striving for self-sufficiency.

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A NEW DIRECTION

Page 4: 2012 UWCI Annual Report

EDUCATION – THE PATH OUT OF POVERTY

Education is one of the most critical aspects of

improving a person’s quality of life. That’s why

United Way of Central Indiana is committed to

improving the state of education in our community.

Our work starts early to prepare children for school

and provides ongoing resources and support

that equip our youth to reach their academic and

career potential.

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Low-income children in high quality child care

3rd grade students reading at grade level (Indianapolis Public Schools)

Current: 25%*

Current: 42%

10-year goal: 100%

10-year goal: 100%

Improving education in Central Indiana

* Increased from 17% in 2011-12

Sources: Indiana Family and Social Services Administration; M.A. Rooney Foundation; Indianapolis Public Schools

Page 5: 2012 UWCI Annual Report

Our goals for education are simple:• Children are ready to learn when they start kindergarten

• Children are at grade level proficiency by 6th grade

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Early childhood education. Preschool. Child care quality. These issues received significant media attention in Central Indiana in 2012. Support for early childhood education – which includes high quality child care and basic health and safety standards for child care providers who receive government vouchers for their care – continues to be a top priority for United Way.

We’ve committed $12 million over the next 10 years to support Paths to Quality, the state’s child care quality rating and improvement system. Aside from grading the preschools, Paths to Quality encourages them to step up their game, with tools to help raise standards and, ideally, raise the demand for this quality care.

Last year, United Way of Central Indiana worked to improve health and safety standards and improve curriculum in 50 local day cares. To date, more than 4,000 children are now attending high-quality child care. Through our advocacy efforts, public awareness campaign and outreach, these numbers will continue to grow.

In 2012, United Way invested more than $3.5 million in the following elementary school strategies: Read. Tutor. Mentor. initiative, which includes ReadUP; Read by 3 program, providing classroom teachers with professional literacy coaches; meaningful afterschool programs and activities; community partnerships with schools; and positive youth development programming.

New for 2012, United Way of Central Indiana launched a grant program to help under-performing traditional public elementary schools in high-need areas. The $1.5 million Student Success Competitive Grant encourages elementary

school teachers and principals to drive transformation and improve student outcomes. Winners will be announced in April 2013.

In the classroom and beyond

Early learning gets children on the right track

• On average, 3rd graders participating in ReadUP tutoring exceeded expected growth and outperformed children who did not participate. (See chart.)

• 188,600 children participated in positive youth development programs.

• 497 community partnerships were coordinated in 20 local schools.

• 59,200 students participated in quality out-of- school programs and activities.

• 2,299 students were served in school health clinics, with over 90% of those students returning to the classroom.

2012 successes in education:

3rd grade reading level growth

160*

100

200

150

50

0 * 160 Lexile points is the expected growth for 3rd grade.

ReadUP participants

Non-ReadUP participants

171156

3rd grade

Page 6: 2012 UWCI Annual Report

MAKING AN IMPACT THROUGH ACTION

Through your involvement with United Way, you

play an important role in inspiring and facilitating

change in our community. No other organization

has the scope and expertise to bring together

businesses, community organizations, volunteers,

government, private foundations and a network of

nearly 100 nonprofit agencies around a shared

vision. By focusing the best people, latest research

and innovative practices around achieving

measurable results, we maximize the impact made

for thousands of people in Central Indiana.

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Thanks to advertising support from Eli Lilly and Company, United Way was able to paint the city orange with billboards, news boxes, and print and digital ads in both The Indianapolis Star and Indianapolis Business Journal.

Fall ad campaign makes an IMPACT

SUPPORTED BY:

Page 7: 2012 UWCI Annual Report

The efforts of United Way staff, volunteers, donors and partner agencies exemplify what United Way is all about: bringing together the right people, resources and expertise to get things done. In 2012, United Way continued to serve as a community builder, convener and unifier by leading the development of various collaborative efforts to identify and improve community-wide goals.

Network of agencies Each year, funds are used to support agencies that help individuals and families make strides to improve their economic well-being. Our agencies meet people where they are in their lives and help them formulate a plan to move forward. This means first providing people with

the most basic of human needs, and then helping them reach financial stability and maintain a healthy lifestyle.

• 87,351 households received food, clothing, personal care items or rent and utility assistance.

• 2,900 adults and 1,351 children received emergency shelter and assistance after fleeing domestic violence.

• 5,700 individuals were served in homeless shelters and transitional housing.

• 3,544 individuals became employed as a result of case management services or other supportive services that helped them overcome barriers to employment.

• 16,578 health screenings were provided, leading to early diagnoses and prevention plans for individuals.

2012 community successes:

No other organization has the scope and expertise

to bring people and resources together.

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United Way of Central Indiana increased its advocacy efforts to require all child care providers that accept government vouchers meet basic standards to ensure children are in a healthy and safe early learning environment. Policy changes are needed to ensure all working families have access to quality care and that information about child care health and safety regulations is transparent and available to parents.

United Way is working with elected officials and news media to provide information about the need for these policy changes through our Kids Need Quality campaign.

In addition to child care quality, our board also adopted a resolution in support of legislation that provided voter referendums for the funding of mass transit. Past community assessments show that a lack of access to reliable transportation is often a barrier to individuals and families achieving economic self-sufficiency. United Way will continue to advocate for these issues in 2013.

Public policy efforts focus on child care and mass transit

Page 8: 2012 UWCI Annual Report

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• On February 26, guests experienced the excitement of Brazil’s Rio Carnaval and raised over $65,000 at the 6th Annual Oscar® Experience.

• Nearly 900 donors, company representatives and volunteers attended United Way of Central Indiana’s Annual Meeting on March 27 to celebrate accomplishments and honor award-winners.

• Two Day of Caring events were held in June and August, bringing together 1,875 volunteers who participated in 81 community service projects in Boone, Hamilton, Hancock, Hendricks, Marion and Morgan counties.

• On June 7, United Way staged a “Read ‘Round the Circle” event to help spread the word about its Read. Tutor. Mentor. challenge to recruit more volunteers to increase every child’s opportunity for success in school and in life.

• The Diversity Volunteer Recognition Awards were held July 21, with over 500 people in attendance. Award winners include Murvin S. Enders, James Tanniehill, Crystal Livers Powers, Dr. Patricia Treadwell, Young-Hee Yedinak, Joy Mason, Dr. Gonzalo Chua, Larry J. Morris, Celina Anez and Ralph Taylor.

• On October 23, the new Colts fitness room was dedicated at Kaleidoscope Youth Center during the Hometown Huddle event. Thanks to the Indianapolis Colts, Indiana Wesleyan and numerous in-kind sponsors for making this room a reality.

Special events in 2012 support the work of United Way

United Way first began planning to assess community assets and services needed to change the outlook for kids aging out of foster care in 2004. In 2008, Connected By 25 began as a project of United Way of Central Indiana after a long planning period in partnership with many community stakeholders, including WFYI, Richard M. Fairbanks Foundation, Jim Casey Youth Opportunities Initiative, Lumina Foundation for Education and the Indiana Department of Child Services.

Connected By 25’s program and contracts with the Department of Child Services had grown to the point where a decision was made to transition to an independent 501(c)(3) organization: Indiana Connected By 25. As a result, the organization became the newest United Way agency in Central Indiana.

Over the past four years, Connected By 25 served more than 900 current and former foster youth, providing critical programming, including financial literacy, education, housing and employment services and funding. Because of these efforts, more than 600 youth have received educational funding to pursue post-secondary education, and more than 100 homeless former foster youth have been provided stable housing.

With the help of committed stakeholders and funders, Indiana Connected By 25 will continue to serve vulnerable foster youth, filling a critical need in the community.

Connected By 25: United Way’s newest partner agency

Phot

o by

Mic

hael

John

son

Page 9: 2012 UWCI Annual Report

Our most generous donors

Leadership giving continues to play an essential role in United Way’s ability to effectively pursue our mission. In 2012, United Way experienced growth in membership and/or increased giving in all of our donor groups. Below are some of the highlights from last year:

• Meridian Society – Twelve new members joined this elite group of contributors by generously giving $25,000 or more annually to support our mission.

• Tocqueville Society – Maintaining a strong membership of more than 400 civic-minded leaders, United Way welcomed 53 new members to the Society.

• Key Club – With more than 3,500 members, Key Club is United Way of Central Indiana’s largest group of leadership donors, contributing over $6.1 million in 2012.

• Diversity Leadership Circle – Thirty-four new members joined this group of dedicated donors who contribute $1,500 or more to support United Way.

• Women United – Nearly 1,000 women made positive changes in Central Indiana in 2012 through their time, talents and contributions of more than $3 million.

• Emerging Leaders – More than 1,200 young professionals continued to make an impact on Central Indiana by giving in excess of $1.8 million to the 2012 campaign.

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Populations served - by age group

Below is the approximate breakdown, by age, of those served by United Way of Central Indiana programs and agencies. The numbers may include duplicates if, for example, a child was enrolled in an education program at school and received afterschool care from an agency.

Ages 0-4 5%

Ages 5-18 33%

Ages 65+ 7%

Ages 19-39 31%

Ages 40-64 24%

Agency services by county

This chart shows where services are received, by county, through United Way’s nearly 100 partner agencies.

3%

7%

3%

3%

72%

2%

10%

Services by CountyThe below chart shows the breakdown of the services received in Central Indiana by county by United Way’s

nearly 100 human service agencies.

Boone

Hamilton

Hancock

Hendricks

Marion

Morgan

Other Counties

Marion 70%

Hamilton 7%

Hendricks 4%

Other Counties 12%*

Morgan 2%

Hancock 2%

Boone 2%

United Way of Central Indiana serves

Boone, Hamilton, Hancock, Hendricks,

Marion and Morgan counties.

* Several agencies have service areas that extend beyond United Way of Central Indiana’s six-county area.

Page 10: 2012 UWCI Annual Report

United Way Worldwide taps veteran volunteer director for hurricane recovery

VOLUNTEERS STEP UP FOR THE COMMUNITY

Volunteers play a vital role in United Way’s ability to effectively

help members of our community learn more, earn more and lead

safe and healthy lives. Our network of passionate volunteers

spans far into the communities we serve. They

can be found reading, tutoring and mentoring to

help Central Indiana children achieve academic

success. They can be found serving and delivering

food to families, painting community spaces

and cleaning up parks. And you’ll find them

lending their professional skills to our agencies.

At United Way, we strive to make volunteering

fun, easy and accessible for individuals and

groups. Most importantly, we work to provide

meaningful, engaging volunteer opportunities

for everyone involved.

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Jeff Hagerman, president of The Hagerman Group, was bestowed this prestigious honor for his work to improve child care safety, including donating more than $165,000 in construction fees and leveraging $83,000 in in-kind donations.

Hagerman named United Way Volunteer

of the Year

Page 11: 2012 UWCI Annual Report

In September 2012, United Way’s Volunteer Center launched Volunteer Connect – an interactive, online tool to help potential volunteers match their talent and skills with volunteer positions posted by hundreds of participating Central Indiana nonprofits.

Volunteer Connect uses a streamlined approach to match volunteers with desired opportunities. Additionally, companies can engage employees in the volunteer experience through customized pages that integrate their contribution and volunteer opportunities into one centralized plan.

To date, United Way of Central Indiana’s Volunteer Center has trained more than 120 local nonprofit organizations to use the site, with plans to expand and increase opportunities and agencies in 2013. Visit uwci.org/volunteer to learn more.

In the wake of Hurricane Sandy, when the disaster upended the lives of almost eight million people and left them without power and struggling to care for their families, United Way Worldwide quickly responded. They called upon our United Way, asking for help. Alan Witchey, United Way of Central Indiana’s Volunteer Center director, deployed to the East Coast to help manage volunteers. The hurricane battered countless United Way communities along the Eastern Seaboard and across the Northeast. However, Alan focused on the positive.

“I chose to feel inspired by some of the things I saw – some rebuilding, people getting food and clothing, a community in rebirth,” said Alan. “I was focused on disaster recovery, so I was responsible for figuring out how to help organize volunteers to aid in recovery.”

While in New York, Alan’s priorities were to coordinate with the city, support recovery of the nonprofit sector,

and deploy groups and volunteers in a meaningful way. For Alan, it was an honor to be asked to help and a humbling experience.

United Way Worldwide provides a network of nearly 1,800 community-based United Ways in 45 countries and territories, including United Way of Central Indiana. As a veteran in volunteer management, Alan has had direct experience in disasters. In 2008, he and his staff helped manage volunteers following the June 7 floods in Southern Indiana.

According to United Way of New York City, in two days more than 6,000 volunteers responded to a call for help. “The fact that we were able to help in this way was an honor,” shared our own Ellen K. Annala. “It speaks to the importance of being part of a strong national network. Together, we are stronger than any of us can be on our own.”

United Way Worldwide taps veteran volunteer director for hurricane recovery

Volunteer Connect matches people with opportunities

Read. Tutor. Mentor. initiative raises awareness, recruits volunteers

United Way of Central Indiana is answering United Way Worldwide’s challenge to help cut the high school dropout number in half by 2018 through the mobilization of one million readers,

tutors and mentors. Two years in, and our volunteers have risen to the challenge!

In 2012, we recruited 1,675 volunteers who have spent 40,200 hours reading, tutoring and mentoring. We also held two successful recruitment events:

1) The Read ‘Round the Circle kick-off event on June 7 brought together 300 participants who each read one sentence from Charlotte’s Web. Indianapolis Colts player Antoine Bethea joined the reading relay, which helped raise awareness for Read. Tutor. Mentor and the need for volunteers.

2) ReadUP Day, held on November 15, brought together members of the news media, community leaders, government officials and reading advocates to serve as “tutors for the day,” demonstrating the importance of ReadUP volunteers.

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Page 12: 2012 UWCI Annual Report

INVESTING IN THE COMMUNITY

* Includes annual campaign; grants for programs, services and other funds; and fees.

** Includes multi-year $20 million grant from Lilly Endowment Inc. for Agency Capital Projects Fund, for major facility renovations or new building.

Annual campaign and total revenue*

$60,000,000

$40,000,000

$20,000,000

$0

$70,000,000

$50,000,000

$30,000,000

2009-10 ** 2010-11 2011-12

Annual campaign Total revenue

$10,000,000

United Way of Central Indiana is committed to the wise and effective use of every dollar received by utilizing a team of trained staff and volunteers tasked with a shared goal: meeting the community’s most urgent needs. The following charts show how funds were distributed in 2012.

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Community Fund allocations to agencies and the services they provide are approximate values and do not account for duplicates and agencies with multiple service areas. For a complete statement of how allocations are distributed to agencies, please visit uwci.org/annual_report.

The FY2012 community investment was $53,952,792, excluding overhead expense.

Total community investment

$1,864,316 Specific assistance to individuals, including Connected By 25, Disaster Relief, United Christmas Service and Winter Assistance Fund

$4,732,157 Programs provided by United Way of Central Indiana, including Youth As Resources, Volunteer Training, Nonprofit Training Center and others

$21,745,672 Community Fund allocations to United Way agencies

$6,862,402 Special initiatives, including homelessness prevention, economic relief, etc.

$7,884,228 Agency Capital Project and Facility Funds

$3,113,120 Ready to Learn, Ready to Earn programs and special grant distributions

$7,750,897 Donor Designated Funds

Health 36%

Basic needs 19%

Education 30%

Income 15%

Page 13: 2012 UWCI Annual Report

ORGANIZATION PERFORMANCE United Way of Central Indiana holds itself to the highest standards of accountability. We measure against past performance, our United Way peers, and United Way Worldwide as a collective body through extensive research, planning and reporting to ensure your investment is used efficiently.

Percent participation by company employees

Columbus

Charlotte

Kansas City

Cincinnati

St. Louis

Indianapolis

Milwaukee

26%

15%

30%

33%

23%

29%

28%

participate by company employee

Amount raised per person employed in the community

Indianapolis

Kansas City

Cincinnati

Milwaukee

Charlotte

Columbus

St. Louis

$57

$41

$81

$87

$46

$79

$68

per person employed

Source: Database II report submitted to United Way Worldwide in November 2012.

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Donor retention

Public trust

United Way of Central Indiana

United Way WorldWide

79%

77%

72%

65%

Diversity index

Staff turnover

Total donors

2011 2012

11%

94.2%

73,318

9.6%

84.9%

73,519

Performance measures: prior year

Performance measures: United Way Worldwide

Page 14: 2012 UWCI Annual Report

2012 corporate contributors

Special thanks to these companies for their generous support and for investing in the future of our community.

$1 Million and AboveEli Lilly and CompanyGlick Fund, a CICF FundLilly Endowment Inc.

$100,000 - $999,999Allison Transmission, Inc., and UAW Local #933Anthem Blue Cross and Blue Shield of IndianaCentral Indiana Community FoundationChaseCitizens Energy GroupCNO Financial Group, Inc.Cummins FoundationDow AgroSciences LLCThe Efroymson Family Fund, a CICF FundGene B. Glick Company, Inc.Herff Jones, Inc.Indiana University HealthIndianapolis Power & Light CompanyNina Mason Pulliam Charitable TrustOneAmericaRichard M. Fairbanks Foundation, Inc.Roche Diagnostics CorporationUSA Funds

$75,000 - $99,999DEFENDER DirectIngersoll Rand Carmel/ HillsdaleKatz, Sapper & Miller, LLPThe Kroger Company Lumina Foundation for Education

$50,000 - $74,999The Allen Whitehill Clowes Charitable FoundationArthur Jordan FoundationBaldwin & Lyons, Inc.Duke EnergyIndianapolis ColtsMarian, Inc.Nicholas H. Noyes Jr. Memorial FoundationOld National Bank - Indianapolis Region and Old National Bank Foundation

PNCRuth Lilly Philanthropic FoundationUPS

$25,000 - $49,999BMO Harris BankCargill Corn Milling/DCI and Bakery, Confectionery, Tobacco Workers & Grain Millers InternationalCostco WholesaleDelta FaucetEli Lilly Federal Credit UnionEnterprise HoldingsFedExFifth Third Bank of Central IndianaFirestone Building Products and Industrial ProductsHorton, Inc.Ice Miller LLPThe Indianapolis StarITT Educational Services, Inc.MET Foundation, Inc.The National Bank of IndianapolisPacers Sports & EntertainmentPepsiCoPraxair Surface Technologies, Inc.Regions BankStanley Security Solutions, Inc.State Auto InsuranceSteel DynamicsTaft Stettinius & Hollister LLPUnitedHealthcareVon Duprin, Inc.

$15,000 - $24,9993M Co.Arlington/Roe & Co.Elizabeth Ann Beck FoundationExpress Scripts, Inc.Federal Home Loan Bank of IndianapolisHachette Book GroupHarlan Laboratories, Inc.The Huntington National BankIndiana Farm Bureau Insurance CompaniesKeyBankLauth GroupLDI Ltd., LLC

NCAATeachers Credit UnionTravelersVMS, Inc.WalkerWTHR - Channel 13 VideoIndiana

$10,000 - $14,999Allied Solutions, LLCAugust Mack Environmental, Inc.Balkamp, Inc.BMW Constructors, Inc.Brightpoint, Inc.Fusion AllianceHomeBanksbJCPenneyKeihin IPT Mfg., LLCMesser ConstructionMiller Pipeline CorporationNationwide InsuranceNordstromOSP Group (formerly Redcats)Pizza Blends Inc.Raymond James & Associates, Inc.Rock Island Refining FoundationSalin Bank & Trust CompanyStrategic Capital PartnersTarget United Technologies Corporation - CarrierWAL-MARTXerox of Indiana and Kentucky

$5,000 - $9,999Aqua Indiana Inc.Blakley CorporationBrowning Day Mullins Dierdorf ArchitectsCase New HollandCassidy TurleyCitizens Bank - MooresvilleCommunity Foundation of Boone County, Inc.Covance Central LaboratoriesThe Deer Zink Charitable Fund, A fund of The Indianapolis FoundationDr. Pepper SnappleErie Insurance Group Indianapolis Branch

F.A. Wilhelm Construction Co., Inc.Gregory & Appel InsuranceHancock Regional HospitalThe Health Foundation of Greater Indianapolis, Inc.Indiana Health Information ExchangeIndianapolis Logistics Distribution CenterIngredionJohnson Controls, Inc. Systems Services of North AmericaKennedy Tank & Manufacturing CompanyKeystone Construction GroupLanghamLiberty Mutual Agency MarketsLIDSMacy’sMeijer Mutual of AmericaNCH CorporationPrincipal Financial GroupProLiance Energy, LLCRexnord Corporation, Link-Belt Bearing DivisionThe Samerian FoundationSealed Air - Cryovac DivisionSenior Health Insurance of PennsylvaniaShiel Sexton Company, Inc.St.Vincent HealthState Farm Insurance CompaniesTelamon CorporationUnited Water

$1,000 - $4,999AAA Hoosier Motor ClubAbbott Diagnostics LaboratoriesAlro Steel CorporationAon CorporationAutoZone District OfficeAvery DennisonBarth ElectricBoone REMCBorshoffBoys & Girls Club of NoblesvilleC&S Wholesale Grocers, Inc.Caldwell Van Riper

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Page 15: 2012 UWCI Annual Report

Cambridge Capital Management Corp.Carlisle-Branson Funeral Service and CrematoryChubb Group of Insurance CompaniesCity Securities CorporationCommunity BankCranfill Development Corp.CSL PlasmaDaily ReporterDavid M. Cook FoundationDunbar, Cook & Shepard, P.C.Eastern Insurance Holdings, Inc.Energy Systems GroupThe Farmers BankFarmers Insurance GroupFirst Merchants Bank - MooresvilleFrost Brown Todd LLCGoelzer Investment Management, Inc.Goodman Jewelers, Inc.Gordon Food ServiceGPD AssociatesGrain Dealers Mutual Insurance CompanyGreenfield Banking CompanyGreenwalt CPAs, Inc.GuideOne Insurance Indianapolis/Midwest Regional OfficeThe Hagerman GroupHalstead ArchitectsHart N. and Simona Hasten Family FoundationHaynes International, Inc. Midwest Service CenterHendricks Power CooperativeHewlett PackardHome National BankHonda of America Mfg., Inc.Hunt Construction Group, Inc.IKON Office Solutions, A Ricoh CompanyIndiana-American Water Company, Inc.Indianapolis IndiansJ.D. Resley Associates, Inc.Kightlinger & GrayKirby Risk Electrical Supply - IndianapolisKoch Air LLCKohl’sLeaf Software Solutions, Inc.Liberty Mutual Insurance Co.Lord Corporation, Indianapolis Operations

Lowe’s Home Improvement WarehouseMarathon Petroleum Company LLCMartinsville Reporter-TimesThe Maurer Family Foundation, Inc.McCaw Family Foundation, Inc.Meritor, Inc.Microsoft CorporationMid America Clinical Laboratories, LLCMilestone Contractors, L.P.Montross, Miller, Muller, Mendelson & KennedyMossman Metal WorksMy-te Products, Inc.New York Life Insurance Co.NGM Charitable FoundationNorth Mechanical Contracting, Inc.NorthPark Community Credit UnionNOW CourierNSK CorporationNuStar EnergyOmega Communications, Inc.OmniSource CorporationPepper Construction Company of Indiana, LLCPfizer, Inc.Pitney BowesPremier Capital CorporationRBC Logistics - A Division of RBC Manufacturing CorporationRealAmerica Development, LLCREI Construction, LLCREI Real Estate Services, LLCRJE business interiorsRowland Design, Inc.Rudd Equipment CompanyRyersonSam’s ClubSecond Presbyterian ChurchSimons Bitzer & Associates, PCSmart IT Staffing, Inc.South Central Indiana REMCSouth Western CommunicationsSTAR Financial BankState Bank of LiztonSummit Realty Group ONCOR InternationalTitle Services, Inc.TOA (USA) LLCUnited Hope FoundationUnited Hospital Services, LLC

Vectren - Indianapolis OfficeVon MaurWaldemar IndustriesWhite Castle System, Inc.Young & Laramore

Contributions up to $999AAR Aircraft ServicesAIG VALICAmerican - Newlong, Inc.Andersen LogisticsAqua SystemsBaer Valuation Services, Inc.Best BuyBituminous Insurance CompaniesBoone County Chamber of CommerceCabinetry IdeasCapital AdhesivesChristian Women OnlineCo-Alliance LLPCorner Law Office LLCCostin Funeral Chapel, Inc.Crawford, Murphy & Tilly, Inc.DewpointDTM Real Estate Service, LLCEaton Corporationelectronic evolutions, inc.Elgin Water CareElliott Company of IndianapolisEquifax CommericalFirst Christian ChurchGates Automotive GroupGenworth FinancialGibraltar Design Inc.Gordon Food ServiceGrady Brothers, Inc.Grandview Pharmacy, Inc.Greenfield Area Chamber of CommerceGresham & AssociatesGrinnell Mutual Reinsurance CompanyGrueninger Tours & Cruises, Inc.Hancock Regional FoundationHarland Financial Solutions, Inc.Hendricks County Bank and Trust CompanyHodges Insurance Agency, Inc.Hokanson Companies, Inc.Hylant GroupIBM CorporationIndiana Farmers Mutual Insurance CompanyIndiana Statewide Association of Rural Electric Cooperatives

Indianapolis Marriott EastInternational Paper Co.JDH Contracting, Inc.L.S. Carr & Co., Inc.Lake City BankLebanon Aktion ClubMadd Mudders LLCMainSource BankMaplehurst Bakeries, Inc.McKesson FoundationMerchants Property Insurance CompanyMerck Monsanto CompanyMSD of Pike TownshipNeal & Summers MortuaryNelnet, Inc.North Salem State BankO’Neal The Metals CompanyOmbremski RecordsOne RoadOpus Development CorporationParr Richey Obremskey Frandsen & Patterson LLPPeoples PromotionsPPMI Firestop, Inc.Prudential Insurance Co. U.S. 31Quality Control Sales & Service, Inc.Ronald L. McGrew Footings & ExcavatingSIEMENSSky High Sign ServiceSpecialty ProductsSponsel CPA Group, LLCSubaru of America, Inc.Sunbelt Indiana Business ResourceThe Republican, Inc.Thiesing Veneer CompanyThomas & Skinner, Inc.TIAA-CREFTIC International Corporation/ UASUAW Retirees - ChevroletUAW Retirees - NavistarVan Ausdall & Farrar, Inc.Warren Township Farm BureauWayne Burial Vault CompanyWestfield Insurance Co.Wirecut TechnologiesWRTV6Zachry IndustriesZionsville Community Schools

(as of 2/15/13)

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Page 16: 2012 UWCI Annual Report

2012 sponsors

2012 foundation grants

Thank you to the following companies for their generous sponsorships of key community events and opportunities. These sponsorships allow us to accomplish far more than we could ever do alone.

Thank you to the following foundations for their generous support and strategic partnerships.

Campaign KickoffCitizens Energy GroupThe Huntington National BankIndianapolis Colts

Community Leaders Book Citizens Energy GroupEli Lilly and CompanyUnitedHealthcare

County sponsorships Boone County activitiesBoone REMCCase New HollandGander Mountain Distribution CenterHachette Book GroupHaynes International, Inc. Midwest Service CenterThe Lebanon ReporterNorthPark Community Credit UnionParr Richey Obremskey Frandsen & Patterson LLPRadioMOM

State Bank of Lizton - Boone CountyZionsville Times Sentinel

Hamilton County activitiesBMO Harris BankCarmel Rotary ClubHamilton County Convention and Visitors BureauHorton, Inc. Legacy Fund, a Central Indiana Community Foundation AffiliateThe Palladium

Hancock County activitiesAmeriana Bank - GreenfieldBoys & Girls Clubs of Hancock CountyGreenfield Area Chamber of CommerceHancock County LeadershipHancock County Public LibraryHancock Regional Hospital

Hendricks County activitiesDuke EnergyFirst Merchants BankHendricks County FlyerHendricks Power Cooperative

Hendricks Regional HealthIndianapolis ColtsVisit Hendricks County

Morgan County activitiesCarlisle-Branson Funeral Service and CrematoryCitizens Bank MooresvilleDuke Energy FoundationFedExHilliard Lyons Holiday Inn Express - MartinsvilleHomeBanksbMartinsville Reporter-TimesThe Mixing BowlPedigo Chevrolet Heartland CrossingWCBK 102.3 FMWFMS Friends & Neighbors

Day of Caring Citizens Energy GroupCommunity Health Network

Diversity Volunteer Recognition AwardsAccenture Asian American Alliance Citizens Energy Group

Eli Lilly and CompanyIndianapolis Power & Light CompanyLa PlazaWTHR - Channel 13 VideoIndiana

Emerging Leaders programKatz, Sapper & Miller, LLP

Employee campaign coordinator workshopCitizens Energy Group MARSH Supermarkets, Inc.

Give GleefullyApparatus, Inc.Bitwise Solutions, Inc.GlickArt.comGlick Family FoundationIndianapolis ColtsIndy SitesSecond Helpings, Inc.WFYI

Key Club appreciation event at Indiana Repertory TheatreCitizens Energy GroupUnitedHealthcare

The Ackerman FoundationThe Allen Whitehill Clowes Charitable FoundationArthur Jordan FoundationCentral Indiana Community Foundation and its affiliates, The Indianapolis Foundation and Legacy FundCummins FoundationDavid M. Cook FoundationThe Deer Zink Charitable Fund, a fund of The Indianapolis FoundationThe Dekko Foundation

Duke Energy FoundationThe Efroymson Family Fund, a CICF FundExpress Scripts FoundationGannett FoundationGlick Fund, a CICF FundHart N. and Simona Hasten Family FoundationThe Health Foundation of Greater Indianapolis, Inc.Jessie E. Jones Charitable TrustJ.P. Morgan Chase FoundationLilly Endowment Inc.

The Maurer Family Foundation, Inc. (Mickey’s Camp)McCaw Family Foundation, Inc.Lumina Foundation for EducationMET Foundation, Inc.Nicholas H. Noyes Jr. Memorial FoundationNina Mason Pulliam Charitable TrustOld National Bank FoundationPNC FoundationRichard M. Fairbanks Foundation, Inc.

Rock Island Refining FoundationRuth Lilly Philanthropic FoundationThe Samerian FoundationSiemer Family FoundationThe Tom Walker Family Fund, a fund of Legacy FundVectren Foundation

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Page 17: 2012 UWCI Annual Report

Loaned ExecutiveCitizens Energy GroupEli Lilly and CompanyFedExUPSVectren

TorchbearerAYS, Inc.Big Brothers Big Sisters of Central IndianaBosma EnterprisesBoys & Girls Clubs of IndianapolisChild Advocates, Inc.The Children’s TherAplay Foundation, Inc.Concord Neighborhood CenterConnect2HelpEaster Seals CrossroadsFairbanksFamilies First Indiana

Girl Scouts of Central Indiana, Inc.Girls Incorporated of Greater IndianapolisGoodwill Industries of Central Indiana, Inc.Happy Hollow Children’s Camp, Inc.Hawthorne Community CenterHeritage Place of Indianapolis, Inc.Horizon HouseHVAF of Indiana, Inc.John H. Boner Community CenterKids’ Voice of Indiana, Inc.La PlazaLittle Red Door Cancer AgencyMary Rigg Neighborhood CenterMCCOY Inc. - Marion County Commission On Youth, Inc.Mental Health America of Greater IndianapolisNeighborhood Christian Legal Clinic

Noble of IndianaPrimeLife Enrichment, Inc.Reach For Youth, Inc.The Salvation ArmySecond Helpings, Inc.Social Health Association of Indiana, Inc.Starfish InitiativeTangramVisiting Nurse ServiceYMCA of Greater Indianapolis

United Way’s Oscar® ExperienceAnthem Blue Cross and Blue Shield of IndianaB105.7Barefoot Wine & BubblyCitizens Energy GroupCommunity Health NetworkDEFENDER DirectEdward JonesHardingPoorman Group

Indianapolis ColtsIndianapolis MonthlyIvy Tech Community College – Central Office and Central RegionKatz, Sapper & Miller, LLPLumina Foundation for EducationNUVORJE business interiorsSt.Vincent HealthStanley Security Solutions, Inc.Telamon CorporationUniversity of IndianapolisUSA Funds

United Way NFL schedulesIndianapolis Colts

15

Through their outstanding financial support and commitment to volunteerism, these companies show a passion for helping others and a dedication to

our community’s well-being. Because of their generosity, we’re helping people learn more, earn more and lead safe and healthy lives.

Pictured left to right: Lawrence Dewey, CEO, President and Chairman, Allison Transmission, Inc.; Rob Pruitt, Managing Partner, BKD, LLP; Matt Zimpfer, Executive Vice President

and General Counsel, CNO Financial Group, Inc.; and Linda Hajduk, Vice President of Organizational Effectiveness, Community Health Network

To learn how your organization can qualify to win a Spirit United award, visit uwci.org/spirit.

Page 18: 2012 UWCI Annual Report

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The Alpha Home Association of Greater IndianapolisAlternatives IncorporatedAmerican Cancer Society, Great Lakes Division, Inc. - Central IndianaAmerican Red Cross of Greater IndianapolisThe Arc of Greater Boone CountyAuntie Mame’s Child Development Center, Inc.AYS, Inc.Barbara B. Jordan YMCABig Brothers Big Sisters of Central IndianaBoone County Cancer SocietyBoone County Senior Services, Inc.Bosma EnterprisesBoys & Girls Club of NoblesvilleBoys & Girls Club of ZionsvilleBoys & Girls Clubs of Hancock CountyBoys & Girls Clubs of IndianapolisCatholic Charities IndianapolisCatholic Youth OrganizationChild Advocates, Inc.Children’s Bureau, Inc.The Children’s TherAplay Foundation, Inc.Christamore House Family and Community CenterCommunity Alliance of the Far Eastside, Inc. (CAFÉ)Concord Neighborhood CenterConnect2Help

Connected By 25Coordinated Aging Services for Morgan County, Inc.Crossroads of America Council, Boy Scouts of AmericaThe Damien Center, Inc.Day Nursery AssociationEaster Seals CrossroadsEdna Martin Christian Center, Inc.FairbanksFamilies FirstFathers and Families CenterFay Biccard Glick Neighborhood Center at Crooked CreekFlanner House of Indianapolis, Inc.Forest Manor Multi-Service Center, Inc.Girl Scouts of Central Indiana, Inc.Girls Incorporated of Greater IndianapolisGoodwill Industries of Central Indiana, Inc.Hancock County Senior Services, Inc.Happy Hollow Children’s Camp, Inc.Hawthorne Community CenterHendricks County Senior ServicesHeritage Place of Indianapolis, Inc.Hoosier Trails Council, Boy Scouts of AmericaHorizon HouseHVAF of Indiana, Inc.Indiana Legal Services, Inc.Indiana Youth Group (IYG)Indianapolis Neighborhood Resource Center (INRC)Indianapolis Senior Center, Inc.Indianapolis Urban League (IUL)Jameson CampJCC Indianapolis

John H. Boner Community CenterThe Julian Center, Inc.Kaleidoscope Youth CenterKids’ Voice of Indiana, Inc.La PlazaLebanon Area Boys & Girls ClubLegal Aid Society, Inc. - IndianapolisLittle Red Door Cancer AgencyLutheran Child & Family Services of IN, Inc.Martin Center Sickle Cell InitiativeMartin Luther King Community CenterMary Rigg Neighborhood CenterMCCOY Inc. - Marion County Commission On Youth, Inc.Meals on Wheels of Central IndianaMeals on Wheels of Hancock County, Inc.Mental Health America of Boone CountyMental Health America of Greater IndianapolisMental Health America of Hendricks CountyMental Health Partners of Hancock CountyMount Zion AcademyNeighborhood Christian Legal ClinicNoble of IndianaPACE, Inc. (Public Advocates in Community Re-Entry)Perry Senior Citizens ServicesPrimeLife Enrichment, Inc.Promising Futures of Central IndianaReach for Youth, Inc.St. ElizabethIColeman Pregnancy & Adoption ServicesSt. Mary’s Child CenterThe Salvation ArmySecond Helpings, Inc.

Sheltering WingsSocial Health Association of Indiana, Inc.Southeast Community Services, Inc.Starfish InitiativeSycamore Services, Inc.TangramTraining, Inc.The VillagesVisiting Nurse ServiceVolunteers of America of IndianaWellSpring CenterYMCA of Greater IndianapolisYouth Connections

United Way of Central Indiana agencies

Visit uwci.org/annual_report for a complete list of allocations of funds to agencies.

Page 19: 2012 UWCI Annual Report

How do you say “thank you” after 23

years? That’s how long it’s been since I

walked into United Way of Central Indiana

on February 1, 1990, to serve as vice

president for agency relations. Eight years

later, I was named president and CEO. Even

as I look forward to a different pace after

retirement, I can’t help but look back.

What a privilege it has been to lead this organization and

community for more than two decades as we have improved the lives

of so many individuals and families. When Dan MacDonald, then

president, first spoke with me in 1989 about possibly coming to

United Way, what appealed to me most was the prospect of broader

community impact. I knew that United Way was the organization in

town with the broadest reach, the strength of relationships with

every part of our region – corporate, volunteer, donor, funding

partners, government, nonprofit organizations, program/service

participants – and that if we strategically marshaled and focused

our resources, we could change more lives and our community.

What I didn’t know was how hard this work would be – as well

as exciting and rewarding. I didn’t know the pleasure I would feel in

working side-by-side with the finest people in Central Indiana:

• civic leaders determined to make this a great place to live,

work and play;

• donors who want to invest where they can make the

greatest impact;

• staff who are so committed that they never question the long

weeks or extra evening hours to tell the United Way story or

enlist more volunteers;

• funders who work more collaboratively than any other city in

the nation; In fact, when the 2008 recession hit in October,

we had the joint Community Economic Relief Fund up and

running by December, mitigating devastation for hundreds

of Central Indiana families;

• neighborhood leaders in challenged urban/aging

neighborhoods who work tirelessly, often without

recognition, to stabilize their neighborhoods as safe

and healthy places to live;

• volunteers who meet weekly

with students to help them

catch up in reading proficiency;

• child care workers who now

understand the important role

they play in early learning;

• our Emerging Leaders;

Just as I worried that

“working for the

common good” was

becoming an outmoded

concept, more than 1,000 stepped

up, giving their time and resources;

• human services personnel who are in the trenches daily

because they believe in human potential and stand ready to

give that helping hand.

As we live out our new mission statement and align with United

Way Worldwide’s priorities of education, income and health, we will

assess the community and determine how we can increase value – in

measurable ways – to help our residents “learn more, earn more and

lead safe and healthy lives.”

We believe the entire community has the responsibility to improve

the educational outcomes of our children. That’s why we created

meaningful, engaging volunteer opportunities with schools and child

care providers to help children become better readers, better students

and on a path to school success.

Recognizing that making positive change goes beyond dollars and

volunteers, we recommitted to our work in public policy, setting an

agenda and advocating on quality of life issues.

I could easily go on. You see, even while I enjoy all the kind

sentiments shared as I retire, it isn’t about me. It’s about you. That’s

why I say, “Thank you!”

Recently, a retired friend of mine counseled me about retirement.

He said, “What is it that you have always had a passion for?”

My response: “That’s what I’ve been doing for 46 years.”

Thank you for giving my life and career meaning. Thank you for

sharing the vision that we can create a quality of life in Central Indiana

that we are proud of for all our residents.

A community leader bids farewell, begins new journey

Page 20: 2012 UWCI Annual Report

Main Office3901 N. Meridian StreetIndianapolis, IN [email protected]

Boone County Office221 N. Lebanon StreetP.O. Box 773Lebanon, IN [email protected]

Hamilton County Office650 E. Carmel DriveSuite 340 Carmel, IN [email protected]

Hancock County OfficeOne Courthouse PlazaP.O. Box 714Greenfield, IN [email protected]

Hendricks County Office56 Main StreetP.O. Box 791Danville, IN [email protected]

Morgan County Office109 E. Morgan StreetP.O. Box 1781Martinsville, IN [email protected]

uwci.org

[email protected]/connect

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