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2011-2012 REPORT TO THE COMMUNITY
UNITED WAY OF GREATER CLEVELAND
HELPS YOU HELPOUR COMMUNITY
OUR MISSION
United Way of Greater Cleveland is a leader
in addressing health and human service
needs through convening partnerships,
funding programs, generating resources
and advocating for public policy to support
our community’s priorities.
STRATEGIC AREAS
Resource Development
Customer Relationship Management
Community Investment
Communication and Branding
Technology
UNITED WAY OF
GREATER CLEVELAND
HELPS YOU HELP
OUR COMMUNITY
If you ask a United Way volunteer what United Way does to help our community, you will receive a variety
of answers based on their individual experiences.
• Campaign Cabinet volunteers are dedicated to raising every dollar possible to support the health and
human service programs that are funded through United Way.
• Community Investment volunteers are passionate about making funding decisions that are grounded
in research and target the most important needs of our community, right here in Cuyahoga County.
• Finance and Administration volunteers monitor every dollar to ensure that our United Way
maintains the highest fiscal integrity.
• The Board of Directors focuses on providing sound nonprofit leadership and governance throughout
the organization, touching every aspect of United Way.
Despite their various points of view, one fact is evident regarding all United Way volunteers.
They are committed to this community and its well-being, and they are diligently dedicated to
excellence. On this volunteer army’s watch, you can be assured that every donation to United
Way is making a difference in our community – more than 450,000 people benefited from the
generosity of 84,000 donors last year.
This is how United Way helps you help our community.
Throughout the pages of this report you’ll read about the diverse reach
United Way has in our community and the activities of United Way volun-
teers. You’ll hear from donors who share why they are so committed to
our United Way. You’ll also meet people who have benefited from our
funded programs. And you will see the many connections United
Way makes in our community to do its important work.
But it all comes down to you, our donors, who make it possible
for United Way to help those in need. We are grateful to you.
Thank you for your continued support of United Way and the
Greater Cleveland community.
K. Michael BenzPresident and CEOUnited Way of Greater Cleveland
Terrance C. Z. Egger Chairman, Board of Directors United Way of Greater Cleveland Publisher, President and CEOThe Plain Dealer
United Way’s President
and CEO Mike Benz will
retire after 17 years as one
of the most committed
leaders in Greater
Cleveland.
We will miss Mike and we
wish him the very best in
his next phase of life.
On behalf of the United
Way Board of Directors,
“Thank you, Mike Benz,
for a job well done!”
–Terry Egger
A LETTER FROM THE PRESIDENT AND CHAIRMAN
1
For nearly 100 years, United Way of
Greater Cleveland has cared for our
community’s residents, transforming
as their needs changed.
In 2011, United Way revised its funding strategies again, using informa-
tion from two research studies – a demographic analysis conducted
by the Center on Urban Poverty and Community Development at the
Mandel School of Applied Social Sciences at Case Western Reserve
University, and a public policy and funding analysis prepared by the
Center for Community Solutions. Focus group research and United
Way data gathered from site visits and monitoring of currently funded
programs was used to refine the process.
Based on this information, approximately 140 United Way Community
Investment volunteers collectively recommended to the Board of
Directors an investment of $18.2 million in health and human service
programs in the following areas: Self-Sufficiency and Basic Needs;
Education, Children and Families; Behavioral Health; Community
Health; Aging and Special Needs; and Capacity Building. These invest-
ments provide support to 216 health and human service programs
and three federated agencies. United Way also provided support to
regional United Ways in Lake, Geauga and Medina counties, allocated
resources to 2 1 1 , funded three special projects and a small grants
program. Resources for these activities totalled $4,480,918.
A. Self-Sufficiency and Basic Needs $3,729,539 – 11%
B. Education, Children and Families $3,489,380 – 11%
C. Behavioral Health $2,627,630 – 8%
D. Community Health $2,472,232 – 7%
E. Aging and Special Needs $1,568,102 – 5%
F. Capacity Building $240,160 – 1%
G. Catholic Charities, Jewish Federation of Cleveland
and United Black Fund $4,045,817 – 12%
H. Donor-designated to partner and non-United Way
agencies and other United Ways $10,393,830 – 31%
I. Various grants, special projects, 211 and regional
contributions $4,480,918 – 14%
HOW YOUR CONTRIBUTIONS ARE INVESTED IN OUR COMMMUNITY
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The good we secure for ourselves is precarious and uncertain until it is
secured for all of us and incorporated into our common life. ~ Jane Addams
HOW UNITED WAY CARES
FOR OUR COMMUNITY
UNITED WAY OF GREATER CLEVELAND • COMMUNITY INVESTMENT2
CONNECTING PEOPLE TO SERVICES ALL DAY, EVERY DAY211 is a free community service that provides information by phone
and online about social, health and government resources 24 hours a
day, seven days a week. In 2011, 240,000 calls were answered by 211
information and referral specialists and 82,000 visits were made to
the 211 website (211neohio.org). Of those calls nearly 40 percent came
from suburban communities, clearly illustrating the critical need 211
fulfills throughout our community.
UNITED WAY OF GREATER CLEVELAND • COMMUNITY INVESTMENT
While continuing to guide community members to help related to
emergency food, clothing, housing and utility assistance; services
for older adults and people with disabilities; family support,
children and youth services and parenting; substance abuse and
mental health treatment; employment; tax assistance, budgeting
and credit counseling; volunteerism and donations programs; in
2011, 211 services expanded to include:
• Ohio Lottery problem gambling line – The Ohio Lottery
contracted with 211 to take calls from people experiencing
gambling problems throughout Ohio.
• Earned Income Tax Credit – 211 handled more than 12,000
requests for referrals to tax preparation assistance programs
and made over 4,800 appointments for service as part of the
Earned Income Tax Credit Coalition, resulting in $13 million in
tax refunds for Cuyahoga County residents.
• Bank of America – The 211 service of United Way of Greater
Cleveland was chosen from forty 211 programs nationally to be
the transition line for Bank of America customers who are los-
ing their homes to foreclosure. Nearly 3,000 calls came in from
across the country, with United Way information and referral
staff linking those callers to social services.
• New 211 service to Ashland County – United Way of
Ashland County was approved to be a 211 service operated
by United Way of Greater Cleveland’s 211. Ashland, Cuyahoga,
Geauga, Holmes, Medina and Wayne counties are now in col-
laboration, serving 1.7 million people.
• Aged Disability Resource Centers (ADRC) – 211 information
and referral staff members answer calls and maintain a data-
base for Cuyahoga, Geauga, Medina, Lorain and Lake Counties,
linking seniors and persons with disabilities to one of 13 ADRCs
in the region.
• Toys for Tots – 211 and the
U.S. Marine Corps collaborated
on the Toys for Tots campaign,
linking people from Cuyahoga
and Lorain counties to sites that
distribute toys.
VISIT 211NEOHIO.ORG
CALLS FOR ASSISTANCE
2009
20102011
206,
000
230,
000
240,
000
3
HELPING OTHERS HELP THEMSELVES Doing what we can to ensure that the most
basic needs of our community members
are met, thereby helping them to become
self-sufficient, is a vital component of work-
ing to make our community a better one.
Funding dedicated to the investment area of
Self-Sufficiency and Basic Needs addresses
the challenges faced by the working poor,
families and individuals without adequate
food, those who cannot otherwise afford
legal services, people who are homeless or
at risk of becoming homeless, those who
were formerly incarcerated and families and
individuals in financial distress.
MEET HERMIONE - UNITED WAY DONORHermione Malone, Community Outreach Manager,
University Hospitals Seidman Cancer Center
Though not a native Clevelander, Hermione now calls Northeast
Ohio home, and is doing all she can to enhance the community
that welcomed her. She views United Way of Greater Cleveland
as a trusted adviser, providing valuable insight on the specific
needs of our community. Because of that insight, she’s become a
member of United Way’s Women’s Leadership Council and has be-
come involved with local programs that help women coming back
into our community following periods of incarceration. Hermione
has donated new clothing she’s purchased but never worn, and
encouraged her friends and colleagues to do the same.
4
Care Navigation Program, Hospice of the Western Reserve
UNITED WAY FUNDED PROGRAMS HELP MAKE GREATER CLEVELANDERS SELF-SUFFICIENT THROUGH:
MEET SCOTT - CREATIVE ARTISTAssisted by Emerald Development and Economic Network,
Homeless Prevention Rapid Re-Housing Program
Scott, who suffers with anxiety, lives in special housing for people
with disabilities. A few months ago, his landlord discussed
concerns he had with Scott’s lease compliance. The Emerald
Development and Economic Network (EDEN) Homeless Prevention
Rapid Re-Housing Program stepped in. Their Housing Retention
Specialists helped him develop a routine to keep his apartment
clean. As an artist, Scott works with many different mediums in-
cluding paint. He used his bathroom as a studio but unfortunately
the paint was staining the sink. After working with the specialists,
he began lining his bathroom wall and sink with plastic to protect
the finishes. His apartment is now clean and organized, and Scott
is more secure, knowing he has a comfortable place to call home.
• Credit counseling for low-income families
• Financial literacy education
• Emergency food and assistance enrolling in food
programs
• Homelessness prevention services
• Assistance to families and individuals in maintaining
housing stability
• Legal mediation and dispute resolution
• Services for formerly incarcerated individuals to help with
re-entry into the community and employment
• Education and training to help overcome barriers to
employment for our working poor
• Stay-in-school strategies for our youth
5
A STRONG FOUNDATION ON WHICH TO BUILD Nelson Mandela said that education is
the most powerful weapon you can use
to change the world. As evidenced by an
investment of nearly $3.5 million in programs
that support education, children and families,
United Way of Greater Cleveland volunteers
agree. United Way funded programs focus on
supporting our children as they travel on a
positive academic journey and strengthening
the family by helping to increase home sta-
bility and the relationships within the family.
MEET STEVE - UNITED WAY DONORSteve Brazie, Commercial Branch Manager,
The Sherwin-Williams Company
As a youngster, Steve was taught to help others. Employed by
Sherwin-Williams for 23 years, he has been a strong supporter
of United Way for all of those years, contributing financially, and
assisting during the United Way Paint Day events, when groups of
volunteers from area businesses and organizations come together
to make a visible difference in our community (Steve provides
instruction, Sherwin-Williams provides materials). Steve likes to be
personally involved, because rather than admiring from afar, he
gets to see the impact, and know that he contributed to it.
6
Care Navigation Program, Hospice of the Western Reserve
HOW YOUR CONTRIBUTIONS HELP EDUCATE CHILDREN AND STRENGTHEN FAMILIES
MEET AALIYAH - CONFIDENT YOUTHAssisted by West Side Community House, Youth Services –
Sisterhood Program
13-year-old Aaliyah has been participating in the Sisterhood
program at West Side Community House for two years. She heard
about the program from a friend, told her mom about it, and has
been actively involved ever since. Aaliyah is proud of how the
program has taught her self-control, and how to deal with difficult
people. Her mom is amazed by the “sisterhood cycles” that are
transforming her daughter and the other girls in the program
into young ladies, teaching them social skills and self-esteem,
outreach and family support, education and arts, financial literacy,
and health and wellness.
• Adult / child mentoring services
• Youth development activities
• High quality early childhood education programs
• Child care referral and assistance to low-income families
• Family support centers
• Parent education programs
• Post adoption services
• Academic enrichment for preschool - 6th grade children
who are educationally disadvantaged
7
WHEN YOU HAVE YOUR HEALTH, YOU HAVE EVERYTHING Funding to Community Health and
Behavioral Health programs help those who
are chronically or terminally ill and those
with physically disabling conditions, individu-
als with or at risk of chemical dependency or
mental illness, and families and individuals
experiencing violence and abuse. Programs
provide intervention and support, offer
education and information, help individuals
and families identify the health and commu-
nity services available to find the care they
need, and provide medical assistance to the
uninsured.
MEET MARY JO - UNITED WAY DONORMary Jo Lahiff Casey, Senior Vice President,
Operations Excellence, PNC Bank
Years ago, Mary Jo gave to United Way without giving it much
thought. But when her middle son experienced speech problems,
Cleveland Hearing and Speech Center, which receives funding
from United Way, was there to help. Since then, she has been a
huge advocate for United Way. But since everyone doesn’t have
such a personal connection to an individual agency, she’s grate-
ful that United Way has the expertise to identify programs our
community members need and allocate funds to enable those
programs to make a difference.
8
Care Navigation Program, Hospice of the Western Reserve
HOW UNITED WAY HELPS IMPROVE THE HEALTH OF OUR COMMUNITY
MEET TEVIN - EARNEST STUDENTAssisted by United Cerebral Palsy of Greater Cleveland,
Children’s Services Case Management Program
As an infant, Tevin was ahead in terms of developmental mile-
stones. At 16 months, a virus and high temperature changed
things dramatically. He became non-responsive to sounds, did not
talk, and was hypersensitive to some clothing items. Tevin’s mom
Miriam sought help everywhere, and after much frustration, found
the United Cerebral Palsy of Greater Cleveland (UCP) Children’s
Services Case Management Program, where Tevin was diagnosed
with Autism Spectrum Disorder. Years of therapy and loving care
helped Tevin and his mom. “When we got here, Tevin could not
talk or recognize himself in a photo, and he was sensitive to some
items of clothing. Today, he can do those things and more, and
he’s more open and accepting. Tevin deserves the same opportu-
nities in life as any child, and thanks to the skilled and caring staff
and incredible programs at UCP, he’s well on his way,” said mom.
• Information, education and support on health issues
• Care coordination
• Home-based services
• Medical expense assistance
• Hospice and palliative care
• Drug prevention education for youth
• Outpatient and residential treatment for individuals with
chemical and alcohol dependency
• Outpatient care, case management and psychiatric day
treatment for individuals with or at risk for mental illness
• Early intervention mental illness programs for children from
birth to age 5
• Training for professionals and paraprofessionals to identify
people at risk for violence and abuse
• Emergency and transitional shelter
9
AID FOR THOSE DEALING WITH LIFE’S CHANGES AND CHALLENGES
MEET DIANA - UNITED WAY DONORDiana Habbouche, Teller, KeyBank
Diana is determined to do whatever she can to help those
in need. A young working mother, her time and finances are
stretched quite thin, but her desire to help is huge. From children
to senior citizens, she knows the needs of many in our community
are great, and that even the limited amount of time and money
she can afford to spare now can help make their lives better.
And she’s looking forward to the future, when she is able to share
more of her time and resources.
More than 260,000 senior citizens live in
Cuyahoga County, along with hundreds of
immigrants who are new to our community.
Nearly $1.57 million of United Way funding
provides assistance to these individuals, as
well as aid to disaster victims. Several funded
programs focus on maintaining indepen-
dence for seniors as well as people living
with disabilities. Support to refugees and
immigrants includes assistance with housing,
mastering English, employment and health
care and introductions to the Northeast Ohio
community that is now home.
10
Care Navigation Program, Hospice of the Western Reserve
HOW UNITED WAY HELPS SENIOR CITIZENS AND OTHERS WITH SPECIAL NEEDS
MEET JEANNE - ACTIVE SENIORAssisted by Senior Citizen Resources, Senior Transportation
Jeanne has no family in the area, and for many years, her friends
and colleagues at work were her family. But when she retired,
she lost touch with them. Today, Jeanne depends on the Senior
Transportation program of Senior Citizen Resources (SCR) for
many things. The friendly drivers of the free van service take her
to doctor’s appointments, drive Jeanne and other area seniors
on fun trips to local museums and places of interest, and also
transport her to SCR daily. While at SCR, Jeanne spends time with
friends, enjoys a hot meal, participates in activities, and serves
as a volunteer in support of various programs. Thanks to the van
service and SCR, Jeanne has a very active social life and a large,
extended family.
• Services that help low income seniors and/or those with
disabilities remain independent.
• Case management services that work to identify individual
issues and needs
• Programs that provide a wide spectrum of services such as
meals, socialization and other supportive services
• Transportation services
• Disaster relief services
• Support to refugees, immigrants and repatriated individuals
to help them adjust to our community, including English as a
Second Language classes and assistance with entering
the workforce
11
SPECIAL PROJECTS,
FUNDED AND MANAGED
BY UNITED WAY, ADDRESS
SPECIFIC COMMUNITY
ISSUES
GREATER CLEVELAND COORDINATED
RE-ENTRY PROJECT
In collaboration with the Cuyahoga County Office of Re-entry,
United Way provided $250,000 in support and additional evalua-
tion funding to the Center for Families and Children for the third
year of the Re-Entry Project. It provides case management and
treatment services to formerly incarcerated individuals and their
families to enable their successful adjustment to life outside of prison.
SUPPORTING PARTNERSHIPS TO ASSURE
READY KIDS (SPARK)
The SPARK program, currently in its second year, is coordinated
by the Literacy Cooperative of Greater Cleveland with assistance
from Family Connections, and provides interventions with 3- and
4-year-old children and their parents in the Garfield Heights,
Maple Heights, Cleveland Heights and Cleveland Metropolitan
school districts to identify and
remediate barriers to academic
success. In 2011, United Way
provided $250,000 to support this
program, and to fund an evaluation
of the program by the University
of Akron.
In 2011, United Way of Greater Cleveland invested $750,000 in three projects to address three specific
areas of need in our community. United Way’s investment has leveraged an additional $1.3 million in
investments from public and private sources for these projects. And United Way plays an active role
in the ongoing implementation of these programs, bringing together people and resources to improve
our community.
FAMILY STABILITY INITIATIVE
In collaboration with the Siemer Family Foundation and the
Cleveland Foundation, United Way provided $250,000 to support
the United Way of Greater Cleveland Family Stability Initiative
in partnership with Community Housing Solutions. The program
is designed to assist qualified families with school-age children
who own their homes and are at risk of losing their homes to
foreclosure, with the goal of enabling them to maintain housing
stability and keep their children in the same school they’ve been
attending.
UNITED WAY OF GREATER CLEVELAND • COMMUNITY INVESTMENT12
COMMUNITY INVESTMENT DIVISION CHAIRSteven R. Borstein
COMMUNITY INVESTMENT COMMITTEE CHAIRRobin C. Cottingham
AGING AND SPECIAL NEEDS INVESTMENT COMMITTEE CO-CHAIRSNancy G. RomeEleanor B. Steigman
BEHAVIORAL HEALTH INVESTMENT COMMITTEE CO-CHAIRSTerry StollerLuis Vazquez
CAPACITY BUILDING INVESTMENT COMMITTEE CO-CHAIRS David M. Gusman Mary Ogden
COMMUNITY HEALTH INVESTMENT COMMITTEE CO-CHAIRSSandra Byrd ChappelleC. Larry Watson
EDUCATION, CHILDREN AND FAMILIES INVESTMENT COMMITTEE CO-CHAIRSSondra J. HardisWilliam R. Joseph
SELF-SUFFICIENCY AND BASIC NEEDS INVESTMENT COMMITTEE CO-CHAIRSVirginia D. BenjaminRobert E. Paponetti
ORGANIZATIONAL ASSESSMENT COMMITTEE CHAIRSusan D. Krantz
COUNCIL OF AGENCY EXECUTIVES PRESIDENTCarol Rivchun
JOHN K. MOTT YOUTH FUND DISTRIBUTION COMMITTEE ADVISERSMatthew LentiniMonica Orlando
2011 COMMUNITY INVESTMENT COMMITTEES
CAPACITY BUILDING AND ORGANIZATIONAL ASSESSMENTThe Capacity Building Investment Committee focuses on programs that support the health and strength of our entire social service
system. Programs funded to support the recruitment, training and placement of volunteers to aid the local nonprofit community
include BVU: The Center for Nonprofit Excellence, Greater Cleveland Volunteers, HandsOn Northeast Ohio and the Neighborhood
Leadership Institute. Funding also supports the Center for Community Solutions specific to health and social service research and
advocacy, and Voices for Ohio’s Children for public policy advocacy for children.
Part of the United Way promise to donors is the assurance that their generous donations are invested in sound programs provided
by agencies that have the necessary tools to do this critical work. The Organizational Assessment (OA) Committee members are
charged with keeping this promise. For a nonprofit organization to be successful, it needs a strong Board of Directors, appropriate
systems and procedures, adequate funding, unquestionable financial management, qualified staff members and current technology.
The OA Committee monitors the agencies that provide United Way funded programs annually to make sure these tools are in place.
If problems are uncovered, the OA Committee works with the agency to help resolve them.
THE JOHN K. MOTT YOUTH FUND DISTRIBUTION COMMITTEE
The John K. Mott Youth Fund Distribution Committee (YFDC),
founded in 1990 by John Mott, a former United Way staff member
who was interested in supporting youth philanthropy, is one of
the leading youth allocation programs in the country. In 2011, 26
student volunteers from 11 schools throughout Cuyahoga County
participated in the program. The students were introduced to
grant making by actually making funding decisions. Students
award $50,000 to programs focused on children and youth,
including prevention programs for girls only, violence prevention,
self-esteem, education support and safe recreation.
Additionally YFDC partnered again this year with the MyCOM initiative (MyCOM stands for My
Commitment, My Community and is a network of organizations preparing Greater Cleveland’s
young people to reach their full potential) to award an additional $16,000 to support seven
youth-originated and youth-implemented projects in the eight MyCom neighborhoods
(Central, Cudell-Midwest, Mt. Pleasant, Parma, St. Clair-Superior, Shaker Heights, Slavic
Village, and West Park).
COUNCIL OF AGENCY EXECUTIVES
The Council of Agency Executives
(CAE), made up of representa-
tives from all of United Way’s
partner and funded agencies,
collaborates on common issues
including leadership develop-
ment and advocacy to positively
impact public policy. Carol
Rivchun, President of Youth
Opportunities Unlimited, serves
as President of the CAE.
VISIT UNITEDWAYCLEVELAND.ORG/YFDC
We cannot live only for ourselves. a thousand fibers
connect us to our fellow men. ~ Herman Melville
UNITED WAY OF GREATER CLEVELAND • COMMUNITY INVESTMENT
YFDC member Shareena Johnson at the 2011 awards ceremony.
13
It has been an honor to lead the 2011 United Way of Greater Cleveland Campaign.
Our work this past year will help fund 216 health and human service programs that
will help more than 450,000 Greater Cleveland residents in the coming year.
As we’ve led this campaign we have been able to get a better, up-close glimpse
at many of the programs United Way funds. This personal look reinforces why we
have worked so hard to continue our current level of funding to our community
programs, while at the same time, trying to increase it.
As Greater Clevelanders, we are fortunate to have a strong, solid network of servic-
es to pull from in these trying times. Many of the people we have met throughout
this campaign have shared their stories of triumph, joy and pain as well as the
promise of a better future United Way funded programs provided for their families.
Your generosity has enabled United Way to fulfill that promise. Every donor is criti-
cally important to the health of our community.
Although we have had the privilege to lead this effort, we could not have done it
without the help of our campaign cabinet, a group of 150 volunteers who motivate
more than 1,700 workplaces to participate in the campaign resulting in support
from nearly 84,000 donors. What an impressive feat that could not have been
accomplished without YOU.
Thank you for your belief in Greater Cleveland. United Way helps you help our
community.
A MESSAGE FROM THE 2011/2012 CAMPAIGN CO-CHAIRS
Jerry L. Kelsheimer President and Chief Executive Officer Fifth Third Bank, Northeastern Ohio
Zev Weiss Chief Executive Officer American Greetings Corporation
Zev Weiss and Jerry Kelsheimer
Jerry Kelsheimer is the President and CEO of Fifth Third Bank, Northeastern Ohio. He has been serving on the United Way of Greater Cleveland Board of Directors since 2005. He also chairs United Way’s Pledge Collection Committee. Jerry made Northeast Ohio his home in 2001. About Northeast Ohio he says, “This is our home, and where we plan to stay.”
Zev Weiss is the Chief Executive Officer of American Greetings Corporation. He has been serving on the United Way of Greater Cleveland Board of Directors since 2009. Zev returned to Northeast Ohio from New York 16 years ago and he says, “There is no better place to raise a family.”
UNITED WAY OF GREATER CLEVELAND • CAMPAIGN14
HOW YOU GIVE
PACESETTERS
Each year, Pacesetters get the annual United Way campaign off to a strong start by beginning their campaigns early (Pacesetter
campaigns run from June – September), and setting ambitious goals of a minimum five percent increase in funds raised over
the previous year. Pacesetters are dedicated to strengthening our community by setting the pace for the annual campaign.
The 2011 Pacesetters were overachievers with 118 companies and organizations raising nearly $6.5 million, realizing 101 percent
of their goal. Christopher M. Gorman, KeyBank Vice Chair, and Randall J. Korach, Tremco, Inc. President, served as co-chairs of
the 2011 Pacesetter campaign.
LOANED EXECUTIVES
Each year, area companies and organizations loan their employees or provide financial sponsorships to United Way’s Loaned
Executive program. These Loaned Executives help increase awareness and manage all aspects of workplace campaigns includ-
ing assisting with kickoffs and training sessions with workplace campaign volunteers. In 2011, 32 companies and organizations
did their part to help make our community better, providing personnel in the form of 16 Loaned Executives and sponsorship
support totaling $110,500. An additional 12 Loaned Executives worked on the Combined Federal Campaign. Stephen L. Buffo,
Ernst & Young LLP Principal, and Gena C. Lovett, ALCOA Inc. Chief Diversity Officer, provided leadership as co-chairs of the
Loaned Executive program.
THE NORTH COAST COMBINED FEDERAL CAMPAIGN
The theme of the 2011 North Coast Combined Federal Campaign was “Step Up!” to let donors know they can personally bring
about positive change by doing their part to help build a stronger community. More than 100 federal departments and agen-
cies located throughout 21 counties participated in the North Coast Combined Federal Campaign that raised $2,195,000 in
2011. Our thanks to Todd S. Hawkins, USPS District Manager, for serving as the 2011 NCCFC Chairman.
CHALLENGE GRANTS
Five Greater Cleveland companies challenged area
businesses, organizations and individuals to increase
their support of and contributions to the 2011 United
Way campaign by providing $220,000 in Challenge
Grants. Companies providing Challenge Grants commit-
ted to matching dollar for dollar (up to the grant total)
all new and/or increased donations to the 2011 campaign in targeted areas.
COMPANY AMOUNT TARGET AREAMedical Mutual of Ohio $100,000 Small Business
Eaton Corporation $50,000 Community-Wide Needs
Fifth Third Bank $30,000 Small Business
The Lubrizol Corporation $25,000 Community-Wide Needs
Baker Hostetler $15,000 New Midsize Companies
UNITED WAY OF GREATER CLEVELAND • CAMPAIGN 15
PHILANTHROPIST SOCIETY
Philanthropist Society co-chairs Thomas W. Adler, PlayhouseSquare Real
Estate Services Senior Advisor; Alexander (Sandy) M. Cutler, Eaton Cor-
poration Chairman and Chief Executive Officer; R. Steven Kestner, Baker
Hostetler Executive Partner; and Robert S. Reitman, Riverbend Advisors
Principal, along with thirty-one other volunteer solicitors, actively contact,
recognize and thank individual Philanthropist Society donors (donors of
$10,000 - $99,999). The 2011/2012 campaign received nearly $6.9 million*
in donations from Philanthropist Society members.
HUMANITARIAN SOCIETY
In the past 10 years, Humanitarian Society donors (donors of $1,000 - $9,999) have donated nearly $100 million
to help those in need in our community. Led by co-chairs Lisa J. Oliver, Cleveland District, KeyBank President;
Richard W. Pogue, Esq., Jones Day Advisor; and Kurt C. Treu, U.S. Bank Executive Vice President of Enterprise
Revenue Office, in 2011 Humanitarian Society volunteers focused on donor retention and securing new prospects.
Encouraging donors to give $1,000 or above, or to consider moving to an even higher level of giving was another
key objective, along with ensuring that current donors know they are appreciated. These targeted efforts resulted
in Humanitarian Society donors contributing over $9.2 million* to the 2011/2012 campaign.
VISIT UNITEDWAYCLEVELAND.ORG/YOUNGLEADERS
2011/2012 EXECUTIVE CAMPAIGN CABINET
CAMPAIGN CO-CHAIRS
Jerry L. Kelsheimer
Zev Weiss
EXECUTIVE CAMPAIGN
CABINET MEMBERS
Thomas W. Adler
Harriet Applegate
Anne E. Bomar
Stephen L. Buffo
Rick Chiricosta
Alexander M. Cutler
Christopher Gorman
Jerome P. Grisko Jr.
Kevin M. Grobelny
Michael W. Hawkins
Sharon Sobol-Jordan
Ira C. Kaplan
R. Steven Kestner
Barbara L. Kimbrew
Randall J. Korach
Allan C. Krulak
Daniel K. Lewis
Gena C. Lovett
James L. Mason
Lisa J. Oliver
Joseph M. Patrnchak
James C. Petsock
Richard W. Pogue, Esq.
Robert S. Reitman
Robert D. Saada
Beverly J. Schneider
Kenneth G. Silliman
Loree K. Soggs
Shirley D. Stineman
Joseph Sweeney
Kurt C. Treu
Daniel P. Walsh
Jean F. Young
There is no power for change greater
than a community discovering what it
cares about. ~ Margaret J. Wheatley
Attendees at a Young Leaders Networking event hosted by KeyBank.
YOUNG LEADERS
The mission of Young Leaders is to connect, serve and lead – connecting young
professionals who are committed to their community to one another; providing
opportunities for them to serve their community through volunteerism; and
providing educational opportunities to empower them to lead.
In 2011, Young Leaders held four Speaker Series events and three networking
events. Monthly Days of Caring were held at the West Side Ecumenical Ministry,
along with an additional volunteer event at Hiram House Camp where Young
Leaders built their annual Haunted Hay Maze. More than 200 people also
danced the night away at the 4th Annual Fall Ball “Broadway Bash” event that
raised over $38,000.
YOUR UNITED WAY
UNITED WAY OF GREATER CLEVELAND • CAMPAIGN * Reported as of 2/17/1216
RETIREES AND LOYAL CONTRIBUTORS
In 2011, the Loyal Contributor and Retiree Cabinet was estab-
lished under the leadership of Henry Meyer, Retired Chairman
and CEO of KeyBank, and Bill Calfee, Retired Executive Vice
President, Commercial, Cliffs Natural Resources Inc. Members
of the cabinet include Employee Campaign Managers, human
resource professionals and other members of the business
community.
The cabinet identified top companies that currently run
Retiree and Loyal Contributor programs and are using them
as a model to formulate a Best Practice manual to guide
approaches to prospect companies to begin soliciting retir-
ees and loyal donors. The cabinet will also begin contacting
their human resources professional and business leader
networks to introduce them to the importance of committed
donors.
VISIT UNITEDWAYCLEVELAND.ORG/WLC
YOUR UNITED WAY
MEET PHILIP - UNITED WAY DONOR
Philip Schauer, M.D., Director,
Cleveland Clinic Bariatric & Metabolic Institute
A busy physician at the Cleveland Clinic, Dr. Schauer
feels so strongly about how United Way of Greater
Cleveland helps us help our community that he takes
the time to send personal emails to his colleagues
and members of the clinical staff encouraging them to
donate to the annual campaign. In addition, he and his
wife lead by example. Keenly aware of how fortunate
they are to be educated, employed and financially
stable, which is not the case for so many of our neigh-
bors, they give generously to support the programs
and services funded by United Way.
Since being formally organized in early 2011, the Women’s
Leadership Council (WLC) has been building momentum
with events and activities. Membership interest is currently
at over 650 individuals with over 80 active members on the
Volunteer, Membership, Speaker Series and Special Event
Committees giving of their time and talent to make our
community better.
In 2011, the WLC took significant steps toward fulfilling its
purpose of inspiring, educating and engaging women to
become actively involved in leader-
ship, philanthropy, volunteerism and
advocacy in support of United Way of
Greater Cleveland’s health and human
service priorities. Two Speaker Series
events, “The Mentor/Mentee
Relationship: Navigating for Success,”
were held in June and January. Each
event featured a panel discussion
among audience members and panelists. The June event focused on
the mentor’s role and the January event focused on the mentee.
WLC members also supported the SPARK (Supporting Partnerships to
Assure Ready Kids) project, which focuses on providing kindergarten
readiness education, by volunteering at group lessons conducted with
children and parents/guardians at elementary schools in the Cleveland,
Cleveland Heights and Maple Heights school districts, donating toys
and school supplies, serving meals and distributing gift bags. WLC rep-
resentatives also began monthly Days of Caring at Transitional Housing
Inc., a United Way partner agency, working with residents on mock job
interviews, résumé development and enhancement, and providing
assistance with job leads, etiquette training and professional attire.
In addition, a team of 41 volunteers began planning efforts related
to the WLC’s first signature fundraising event, “Rock the CATWALK,” a
fashion show to be held at the Rock and Roll Hall of Fame and Museum
on March 29, 2012.
WOMEN’S LEADERSHIP COUNCIL
June Speaker Series panelists (L to R) Barbara Snyder, President of Case Western Reserve University; WLC Chair Beth Mooney, Chairman and CEO of KeyCorp; Debra Adams Simmons, Editor of The Plain Dealer; and Virginia Albanese, President and CEO of FedEx Custom Critical.
17
$2,743,000+
KeyCorp
$2,042,000+
Eaton Corporation
$1,851,000+ Cleveland Clinic Health System
$1,145,000+
PNC
$800,000+ Forest City Enterprises, Inc.
The Sherwin-Williams Company
$700,000+ Rockwell Automation
$600,000+ Baker Hostetler
Ernst & Young LLP
FirstEnergy Foundation and
The Illuminating Company
Parker Hannifin Corporation
$500,000+
American Greetings Corporation
University Hospitals
$400,000+
Deloitte
Jones Day
NASA Glenn Research Center
The United States Postal Service –
The Northern Ohio
Performance Cluster
UPS
$300,000+
ArcelorMittal Steel USA and
United Steel Workers
AT&T Inc., CWA & IBEW
City of Cleveland
Fifth Third Bank, Northeastern Ohio
GE Lighting
Giant Eagle
Louis Stokes VA Medical Center
The Lubrizol Corporation
The Plain Dealer
The Scott Fetzer Company
Adalet
Cleveland Wood Products
Corporate Office
The Halex Company
The Kirby Company
Meriam Process Technologies
ScottCare
United Consumer Financial Services
Western Enterprises
$200,000+ Calfee, Halter & Griswold LLP
Cliffs Natural Resources Inc.
Dominion East Ohio Gas
Fairmount Minerals**
Federal Reserve Bank of Cleveland
IBM Corporation
The Lincoln Electric Company
Medical Mutual of Ohio
Squire Sanders (US) LLP
Thompson Hine LLP
$150,000+ Cargill Deicing Technology –
North Olmsted and Cleveland Mine
Defense Finance and Accounting
Service Center – Cleveland
The Huntington National Bank
The Helen D. Newcomb Trust
Oatey Company
Parkland Management Company
Parkwood Corporation
PwC
RPM International Incorporated
The State of Ohio, Cleveland
Headquarters
$100,000+ Akzo Nobel Paints LLC
Applied Industrial Technologies
Bank of America
Case Western Reserve University
Enterprise Rent-A-Car
Ferro Corporation
Graftech International Holdings, Inc. -
Lakewood and Parma Facilities
Mandel Family Foundation -
Jack, Joe and Mort
Materion Corporation
Moen Incorporated
Oswald Companies
The Siemer Family Foundation
Social Security Administration
Tremco Incorporated
United Way of Greater Cleveland
U.S. Bank
Nearly 84,000 individuals and 1,700 organizations in Greater Cleveland generously supported United Way
throughout the year, showing our community the way to LIVE UNITED. These outstanding organizations
raised $100,000* or more in 2011:
LEADING CAMPAIGNS
* Reported as of 2/17/12
** United Way Services of Geauga County Campaign UNITED WAY OF GREATER CLEVELAND • CAMPAIGN18
1. Oswald Companies and Barley House hosted Rock United to raise funds for the United Way campaign.
2. Forest City held a thank you luncheon to wrap up their United Way campaign (left to right) Charles A. Ratner, Chairman; Teju Sanusi and sons; David J. LaRue, President and CEO; and Adetayo Sanusi, Senior Financial Analyst.
3. The St. Edward’s Trash Talkers energized the crowd at the Campaign Kickoff and Pancake Flip on Public Square.
4. Ohio Savings Bank employees get into costume for a United Way event.
5. Pacesetter Co-Chair Randall J. Korach, President, Tremco, Inc. (left) and Campaign Co-Chair Fifth Third Bank President and CEO Jerry Kelsheimer (far right) thank Sandra Boing and Nolan Carver, North-east Ohio Regional Sewer District, for participating as Pacesetters in this year’s campaign.
6. United Way thanked Humanitarian Society donors at an appreciation event hosted by The Cleveland Indians at Progressive Field. Pictured: Roy and Carla Wainwright.
7. Employees at NASA Glenn Research Center held a raffle to support the North Coast Combined Federal Campaign.
2011/2012 CAMPAIGN EVENTS
1.
2.
3. 4.
5. 6. 7.
Thanks to all of the organizations who organized and ran United
Way campaigns. Below are just a few examples of the creative
events that help to support our community.
19
CLEVELAND BROWNS HOMETOWN HUDDLE
This year marked the 13th annual partnership of the Cleveland
Browns and United Way of Greater Cleveland for the Hometown
Huddle when more than 200 volunteers from the Cleveland
Browns, United Way of Greater Cleveland, Cleveland Clinic, along
with United Way partners American Greetings Corp. and Fifth Third
Bank, built a new ADA friendly playground at the Cleveland Clinic
Children’s Hospital for Rehabilitation. The Hometown Huddle
is part of United Way’s National NFL Day of Caring. The local
Cleveland effort is one of the most extensive hands-on volunteer
projects in the country.
UNITED WAY’S 14TH ANNUAL GOLF TOURNAMENT AT HEMLOCK SPRINGS GOLF CLUB
United Way of Greater Cleveland’s 14th Annual Celebrity Golf
Tournament presented by the Cleveland Browns and United
Airlines and hosted by Hemlock Springs Golf Club raised
$107,700 to help support United Way’s 216 health and human
service programs and more than $1.24 million over the past 14
years. Participants played with Cleveland Browns alumni at beau-
tiful Hemlock Springs Golf Club in Geneva. Thank you to Hemlock
Springs Golf Club for donating the course for the past 14 years.
UNITED WAY/BRIDGESTONE INVITATIONAL PRO-AM
United Way, Northern Ohio Golf Charities, The PGA and the World
Golf Championships-Bridgestone Invitational partnered to offer
golfers three tournaments: playing in the United Way/Bridgestone
Invitational Pro-Am on the Firestone South Course, a discounted
package to attend the World Golf Championships-Bridgestone
Invitational tournament and participation in the United Way of
Greater Cleveland Celebrity Golf Tournament. The Pro-Am raised
$7,500 to support United Way’s 216 health and human service
programs.
HOW GREATER CLEVELAND’S SPORTS TEAMS HELP OUR COMMUNITYSpecial thanks to the Cleveland professional sports
teams, The Cleveland Browns, The Cleveland Cavaliers,
The Cleveland Indians and the World Golf Championships-
Bridgestone Invitational for their generous support and
participation in United Way of Greater Cleveland activities.
Dr. Michael McHugh (pictured far left) and Dr. Ricardo Rodriguez of the Cleveland Clinic along with an eager playground user listen as Cleveland Brown Josh Cribbs expresses his feelings about giving back to our community and the importance of the Browns United Way partnership and our annual Hometown Huddle.
20
INDIANS HELP UNITED WAY
The Cleveland Indians “Fill the House” promotion raised
more than $39,000 to help fund United Way’s 216 health
and human service programs. Thank you, Tribe.
PACK THE Q
The Cleveland Cavaliers offered discount tickets to see the
Cavs with a portion of ticket proceeds benefiting United
Way. Plus 25 lucky children were selected to participate in
the High Five Tunnel.
UNITED WAY DAY AT CLEVELAND BROWNS STADIUM
The Cleveland Browns hosted United Way for a day at
Cleveland Browns Stadium. United Way volunteers were on
the field pre-game to high five the Browns players as they
ran out on the field.
SPORTS AUCTION ON WTAM
Greater Cleveland’s professional sports teams, the Browns,
Cavs, Indians and Monsters, donated autographed sports
memorabilia and experiences, including trips and tickets
to away games, for the 2011 Sports Auction on WTAM.
Items were auctioned on WTAM on air and online to
generate $21,000.
HUMANITARIAN RECEPTION HOSTED BY THE CLEVELAND INDIANS
On September 14, more than 300 Humanitarian Society
members enjoyed a reception in appreciation of their
generosity compliments of the Cleveland Indians.
RideUNITED
United Way hosted its first bike tour, RideUNITED,
June 5, 2011. More than 300 cyclists participated in
the event, pedaling from Cleveland State University
to the University of Akron and back, raising nearly
$50,000 to support United Way. The event was a
true regional collaboration between Cleveland State
University, United Way of Greater Cleveland, United
Way of Summit County, the University of Akron, the
City of Cleveland, the City of Akron, the National
Park Service and the Metroparks systems in both
Cuyahoga and Summit counties, the Ohio Canal
Corridor and The Ohio and Erie Canalway Coalition.
Thank you to our founding sponsor Kaiser Permanente.
Slider greets Cleveland Indians Fans at Fill the House.
UNITED WAY OF GREATER CLEVELAND • SPORTS AND MEDIA PARTNERS
We were born to unite with our fellow men, and
to join in our community with the human race. ~
Cicero
21
Your coverage, generous donations of
creative talent and advertising space
throughout the year has helped build
awareness that Living United will make
Greater Cleveland even greater.
Gratefully, we thank:
The Plain Dealer for its excellent coverage and support all year
long and sponsorship of events. The PD also supported the
campaign through 35 ads and eight “Profiles in Caring” success
stories that demonstrate the impact United Way programs have
on individuals and families in our community.
cleveland.com for promoting United Way and its events.
Point to Point Communications for their donation of creative tal-
ent and guidance throughout the year to produce beautiful and
effective print and radio ads and posters for the ninth consecu-
tive year to support the campaign. Also, thank you Point to Point
for your guidance in creating our social media strategies.
Cuyahoga County Community College Media Television and Video
Services for creating our RideUNITED videos and all the photog-
raphy on the day of RideUNITED.
Classic Teleproductions for creating our RideUNITED PSA.
Clear Channel Radio and its local stations, WGAR, WMJI, WMMS,
WMVX and WTAM, for coverage and support of our special events,
including Andre Knott from the Wills and Snyder Show who was
emcee for the 2011 Campaign Kickoff and Pancake Flip.
Ideastream for collaboration with United Way’s 211 and informing
our community members that help is available by dialing 211.
Glazen Creative for producing the 2011 United Way of Greater
Cleveland Campaign video. The creative work was extraordinary.
Television stations WKYC-TV3, WEWS-TV5, WJW FOX 8 and WOIO
CBS 19 for their coverage and promotion of United Way news and
events.
WDOK and Dollar Bank for the Mega Money Machine at the 2011
Campaign Kickoff and Pancake Flip.
Also for ongoing coverage and support of special events thank
you Cleveland Magazine, CoolCleveland.com, Crain’s Cleveland
Business, Kaleidoscope Magazine, Cleveland Jewish News and
CBS Radio.
And thank you, The News Herald, Northern Ohio Live, Ohio Maga-
zine, Smart Business Network, Currents, Inside Business and The
Sun Newspapers for their coverage of United Way news.
THANK YOU GREATER
CLEVELAND MEDIA
UNITED WAY OF GREATER CLEVELAND • SPORTS AND MEDIA PARTNERS22
1. Rockwell Automation employees help The Music Settlement with a fall clean-up of their grounds.
2. GE employees gave over 5,290 hours of service at Achievement Center’s Camp Cheerful for GE Lighting’s 2011 Global Community Day.
3. Volunteers from Fifth Third Bank participate in ‘Fifth Third Day’ Thursday, May 5, at Murtis H. Taylor Youth Center lending a hand to paint and landscape.
4. Baldwin-Wallace College students gave up a Saturday to help paint the interior of the temporary facility for the Cleveland Sight Center.
5. United Way’s Women’s Leadership Council members volunteered at Transitional Housing’s Job Readiness program conducting mock interviews and providing résumé preparation advice.
6. Over 75 employees from Momentive Performance Materials volunteered at Camp Cheerful to help with painting, construction projects and sprucing up the camp grounds.
7. FedEx employees helped with landscaping, wood chipping and assembling a fence on the campus of the Hospice of the Western Reserve.
8. More than 20 members of Young Leaders volunteered at Hiram House Camp to set up and decorate a Halloween hay maze for their annual fall festival.
9. Employees from Global Prairie volunteered with the ladies of Transitional Housing to help with holiday cookie decorating and wrapping gifts for a holiday party.
DAYS OF CARINGNearly 3,000 volunteers from 46 companies
and organizations participated in the 2011
Days of Caring program. Thank you!
1. 2.
5.
7. 8.
3.
4. 6.
6.
9.23
UNITED WAY SERVICES OF GEAUGA COUNTY
• The Community Fund Partnership, a collaboration between the faith-
based community and civic organizations to coordinate emergency
financial resources for Geauga County households in need, provided
a total of $40,020 in financial assistance to 191 households.
• Eighty-one senior households received $10,672 in emergency finan-
cial assistance from the Senior Discretionary Fund.
• Free Tax Preparation Services were provided to 109 clients by 13
volunteer tax preparers. The program saved consumers $27,250 in
preparation fees and ensured that all refunds owed to recipients
were given to them, totaling nearly $164,000.
• For the fifth consecutive year, United Way Services of Geauga County
was the beneficiary of the Bill Conway Founder’s Classic golf outing,
hosted by Fairmount Minerals. The event raised $85,000.
• In collaboration with Geauga Metropolitan Housing Authority,
a playground was built in Scranton Woods, located in Newbury.
Ninety-three volunteers gave 536 hours of their time over a three-
day building process. Funds for the project were secured via public
and private donations, including a $10,000 grant from the Pentair
Foundation.
• Children involved with the Geauga County Juvenile Court volunteered
to develop a LIVE UNITED Garden on land donated by the Geauga
County Pleasant Hill Home. The garden’s harvest was distributed to
the Geauga Hunger Task Force food pantries.
• Two Health, Safety and Fun programs were held in the Amish
community in partnership with the Arthritis Foundation and the Ohio
AgrAbility Program. Both events were held at the Miller family farm
in Burton.
• The Geauga Youth Activity Fund was launched to support children
who have been or are at risk of being removed from their biologi-
cal homes. Funding for the program, aimed at providing financial
resources to give these children the opportunity to participate in
activities which help empower, encourage and engage them in
reaching their greatest potential, was provided by an anonymous
donor.
UNITED WAY OF MEDINA COUNTY
• United Way of Medina County directly served 17,551 local residents
through United Way funded programs, accounting for roughly 10
percent of Medina County residents.
• Three Earned Income Tax Clinics were organized as part of the Finan-
cial Stability Partnership program in conjunction with Job & Family
Services and the Medina County Financial Stability Partnership with
tax returns totaling $64,833.
• The annual Stuff the Bus Rally, held at 45 collection sites, raised
nearly $300 in cash donations and collected 9,170 packets of school
supplies and 335 backpacks which were distributed to more than
1,425 students in five school districts.
• Local businesses and organizations participated in various Days
of Caring including KeyBank with the Salvation Army of Medina,
Grace Baptist Church Youth Group with the Society for Handicapped
Citizens, Rea and Associates with Goodwill Industries, and UPS with
The Kidney Foundation of Medina County.
• United Way of Medina County’s volunteer-led Community Investment
Committee continued moving toward an RFP (Request for Proposals)
allocations process by successfully completing its first Community
Impact Grant process, distributing nearly $25,000 among five pro-
grams. Allocations and designations totaled nearly $750,000
for the year.
• More than 30 community organizations selected United Way of
Medina County to represent the county as the 2012 Living Well
Medina County Needs Assessment lead signatory and fiscal agent.
• Increased attendance at the 21st Annual Taste of Medina County
event resulted in more than $26,000 being raised for the community
campaign. For the first time ever, event raffle tickets sold out.
United Way Services of Geauga County is part of, and United Way of Medina operates in close cooperation
with, United Way of Greater Cleveland. Their 2011 highlights follow:
OUR REGIONAL PARTNERS
UNITED WAY OF GREATER CLEVELAND • REGIONAL PARTNERS24
RESOURCE DEVELOPMENT
Early in 2011, the Board of Directors approved $750,000 from the
reserve account over the next three years to support the 27-page
work plan developed under the leadership of Marc Byrnes, United
Way Officer of the Board and Donor Relations Committee Chair
and Oswald Companies Chairman and CEO. The plan is designed
to increase workplace campaign participation by two percent and
funds raised in the annual campaign and program support by
several million dollars over the next three years. Strategies include
enhanced cultivation of affinity groups and a planned giving
program; a concentrated effort to engage midsize businesses; and
boosting funds raised and campaign participation within current
workplace campaigns.
CUSTOMER RELATIONSHIP MANAGEMENT
The transition of our business model from a transactional model
to a Relationship Management model gained great momentum
and realized many successes for the United Ways of Greater
Cleveland, Geauga and Medina. Of the five focus areas, four had
notable achievements. These include Organization and Culture,
Operations and Process, Data, and Technology. The fifth area,
which received limited attention during this second year of transi-
tion, is Engagement. This will be the primary focus throughout the
third year.
COMMUNITY INVESTMENT
In preparation for the first year of the new funding cycle, Commu-
nity Investment volunteers and staff members reviewed relevant
data on changing community characteristics, anticipated policy
change and adjusted funding priorities to reflect contemporary
community need. They managed a Request for Proposals process
that generated 312 proposals from United Way partner agencies
and organizations specially invited to apply. Based on Organiza-
tional Assessment and Community Investment Committee reviews,
United Way invested $18,172,860 in 216 programs at 109 health
and human service organizations as well as three federated agen-
cies throughout Cuyahoga County.
COMMUNICATION AND BRANDING
All United Way communications transitioned to reflect the new
value proposition, “United Way of Greater Cleveland helps you
help our community.” The major shift in the message is the
focus moved from United Way (you should give to United Way
because it helps people in need), to the donor (United Way is a
trusted source that can help you help our community). Addition-
ally, United Way continued to make great strides in social media
marketing resulting in over 700 Facebook friends and more than
2,300 followers on Twitter.
TECHNOLOGY
In conjunction with the Operations Technology Review Committee,
United Way reviewed its alternatives relative to implementation of
software to support the Relationship Management initiative and
chose the Enterprise CRM module in conjunction with our current
Enterprise application. Also, the Telephone System Subcommit-
tee is conducting an RFP process to select and implement a new
phone system to support United Way, including the 211 informa-
tion and referral service.
STRATEGIC PLAN UPDATEThe 2010 – 2013 Strategic Plan is in the third year of implementation. David Whitehead,
Community Volunteer, leads the Strategic Planning Committee.
UNITED WAY OF GREATER CLEVELAND • STRATEGIC PLAN 25
2011 2010 Cash $5,358,671 $8,202,334
Custodial cash 954,399 1,232,919
Campaign receivables:
Prior campaign 5,208,445 5,533,831
Current campaign 20,423,719 18,562,974
Total campaign receivables 25,632,164 24,096,805
Less allowance for uncollectible campaign receivables -3,780,741 -3,888,184
Net campaign receivables 21,851,423 20,208,621
Accounts receivable:
Agencies 114,495 89,041
Other 1,023,079 678,816
Marketable securities 27,224,845 25,885,162
Prepaid expenses and other assets 373,967 332,632
Loan receivable 10,363
Land, building and equipment – net 5,700,057 5,687,121
Total Assets $62,600,936 $62,327,009
UNITED WAY OF GREATER CLEVELAND AND THE CLEVELAND COMMUNITY FUND COMBINED STATEMENTS OF FINANCIAL POSITION – DECEMBER 31, 2011 AND 2010
LIABILITIES AND NET ASSETS
Liabilities:
Due to designated agencies $9,845,499 $9,439,971
Accounts payable:
Agencies 11,551,426 12,104,622
Other 72,648 196,348
Other liabilities 6,046,788 2,813,340
Custodial funds 954,399 1,232,919
Deferred grants and program income 981,947 718,527
Deferred compensation 785,056 737,351
Total liabilities 30,237,763 27,243,078
Net assets:
Unrestricted:
General 11,903,600 14,828,370
Board designated 11,384,593 11,767,864
Total unrestricted net assets 23,288,193 26,596,234
Temporarily restricted 8,824,980 8,237,697
Permanently restricted 250,000 250,000
Total net assets 32,363,173 35,083,931
Total Liabilities and Net Assets $62,600,936 $62,327,009
Prepared prior to the annual audit by certified public accountants. The report will be completed on or about June 30, 2012 and will be available for inspection at the United Way offices thereafter.
ASSETS
FINANCIAL REPORT
UNITED WAY OF GREATER CLEVELAND • FINANCIAL REPORT26
COMBINED STATEMENTS OF ACTIVITIES – YEARS ENDED DECEMBER 31, 2011 AND 2010
REVENUES, GAINS AND OTHER SUPPORT
Contributions applicable to the current period:
Campaign contributions received $13,585,528 $13,482,238 $13,482,238 $13,585,528 $12,945,983
Other contributions received 119,345 119,345 64,832
Contributions received in prior periods
(released from restriction) 26,530,717 -26,530,717
Less donor designations -7,155,017 7,155,017
Less allocations to agencies recognized
in prior period paid in current year -9,870,372 9,870,372
Gross contributions 23,210,201 -9,505,328 13,704,873 13,010,815
Less donor designations – current -3,238,813 -3,238,813 -2,250,610
Allowance for uncollectible pledges -1,143,092 1,512,250 369,158 365,982
Total contributions for current period 18,828,296 -7,993,078 10,835,218 11,126,187
Contributions applicable to next allocation period:
Campaign revenue received for next allocation period 27,540,762 27,540,762 26,530,717
Less donor designations -7,449,094 -7,449,094 -7,155,017
Less allowance for uncollectible pledges -1,570,000 -1,570,000 -1,512,250
Less allocations to agencies to be
distributed next allocation period 9,941,307 -9,941,307
Total contributions for next allocation period 9,941,307 8,580,361 18,521,668 17,863,450
Total contributions 28,769,603 587,283 29,356,886 28,989,637
Gains and other support:
Program fees 3,188,147 3,188,147 3,052,215
Grants 367,226 367,226 721,323
Investment income 423,170 423,170 416,328
Realized gain (loss) on investment transactions, net -40,560 -40,560 70,695
Unrealized gain (loss) on investment transactions, net -640,545 -640,545 1,800,481
Rental income 77,096 77,096 78,447
Total revenues 32,144,137 587,283 32,731,420 35,129,126
ALLOCATIONS, CONTRIBUTIONS AND FUNCTIONAL EXPENSESFunds allocated to agencies 21,538,715 21,538,715 22,171,199
Contribution of earnings 74,722 74,722 77,077
Total allocations and contributions 21,613,437 21,613,437 22,248,276
Functional expenses:
Educational development programs 2,056,726 2,056,726 1,790,047
Planning and agency relations 1,446,654 1,446,654 1,449,847
Fundraising 3,047,244 3,047,244 2,803,399
Management and general 4,592,986 4,592,986 4,519,320
Total functional expenses 11,143,610 11,143,610 10,562,613
Loss on disposal of building equipment 91,125
Total allocations, contributions and functional expenses 32,757,047 32,757,047 32,902,014
Change in net assets before additional pension adjustment -612,910 587,283 -25,627 2,227,112
Pension adjustment -2,695,131 -2,695,131 -174,105
Change in net assets -3,308,041 587,283 -2,720,758 2,053,007
Net assets, beginning of year 26,596,234 8,237,697 250,000 35,083,931 33,030,924
Net assets, end of year $23,288,193 $8,824,980 $250,000 $32,363,173 $35,083,931
2011
Unrestricted Temporarily Restricted
Permanently Restricted
Combined Total Total
2010
27
BOARD OF DIRECTORS
Monte Ahuja
Bruce H. Akers
Cynthia H. Andrews
K. Michael Benz
Ronald M. Berkman, Ph.D.
Joseph A. Calabrese
Joseph L. Carballada
Ann E. Cavanaugh
Rick Chiricosta
Joseph M. Cimperman
Todd F. Clossin
Jeanne Halladay Coughlin
Donald Joseph Dailey
Steve Davis, M.D.
Craig A. Donnan
Carmen E. Edgehouse
Steven A. Eisenbrown
David J. Enzerra
Heather R. Ettinger
Rhonda S. Ferguson
Michael W. Goin
David S. Goodman
Howard W. “Hoby” Hanna IV
Mike Holmgren
A.J. Hyland
Frank G. Jackson
Kathryn P. Jensen
Elliott A. Kellman
Patricia D. Kennedy-Scott
Thomas S. Kilbane (deceased)
Robert J. King Jr.
Evan Koppel
Randall J. Korach
Joe Lopez
Gena C. Lovett
Dwayne C. Meeks
Sarah K. Melamed
W. Scott Merk
Steve Millard
Stanley R. Miller
Katherine M. Mlakar
Beth E. Mooney
Mark J. Moran
Patrick S. Mullin
James B. Niehaus
Denise Polverine
David L. Pugh
Robert S. Reitman
John M. Saada Jr.
Shelley J. Seifert
Baiju R. Shah
Trent A. Smith
Barbara R. Snyder
Brooke Spectorsky
Sally Stewart
Maryrose T. Sylvester
Jerry Sue Thornton, Ph.D.
Kurt C. Treu
Senator Nina Turner
Daniel P. Walsh
Eliza Wing
Scott A. Wolstein
OFFICERS OF THE BOARD
CHAIRMAN OF THE BOARD AND
CHIEF VOLUNTEER OFFICER Terrance C. Z. Egger
CHAIR, PLANNED GIVING COMMITTEE Thomas W. Adler
CHAIR, COMMUNITY INVESTMENT DIVISION Steven R. Borstein
CHAIR, DONOR RELATIONS COMMITTEE Marc S. Byrnes
CHAIR, MARKETING COMMITTEE Trent Smith
CHAIR, BOARD DEVELOPMENT COMMITTEE Paul Clark
2011 CAMPAIGN CO-CHAIR Jerry L. Kelsheimer
CHAIR, HUMAN RESOURCES COMMITTEE Robert C. Smith
CHAIR, ADMINISTRATION COMMITTEE Richard P. Stovsky
2011 CAMPAIGN CO-CHAIR Zev Weiss
CHAIR, STRATEGIC PLANNING COMMITTEE David W. Whitehead
EXECUTIVE COMMITTEE
Harriet Applegate
Christopher M. Connor
Robin C. Cottingham
Robert W. Gillespie Jr.
David J. Hooker
Keith J. Libman
Robert E. Paponetti
Charles A. Ratner
Deborah Z. Read
Carol E. Rivchun
Eleanor B. Steigman
BOARD OF DIRECTORS
LIFE DIRECTORS
Edward F. Bell
Alexander M. Cutler
E. Mandell de Windt
Robert W. Gillespie Jr.
Henry J. Goodman
William F. Hauserman
Louise I. Humphrey
Jerry V. Jarrett
William E. MacDonald
Alex Machaskee
Morton L. Mandel
Henry L. Meyer III
Sandra Pianalto
Richard W. Pogue, Esq.
Robert S. Reitman
William R. Robertson
Cheryle A. Wills-Matthews
DIRECTORS EMERITI
William E. Butler
Preston B. Heller Jr.
Julien L. McCall
INVITED GUESTS
John A. Begala
Mary-Alice Frank
Jane E. Fumich
Patrick Gareau
Stephen H. Hoffman
Ruby L. Terry
MANAGEMENT STAFF
PRESIDENT AND CHIEF
EXECUTIVE OFFICER
K. Michael Benz
CHIEF FINANCIAL OFFICER
Michael E. Headen
VICE PRESIDENT,
COMMUNITY INVESTMENT/
GOVERNMENT RELATIONS
Judith G. Simpson
VICE PRESIDENT,
RESOURCE DEVELOPMENT
Kathleen G. Vorobel
DIRECTOR, HUMAN RESOURCES/
EQUAL OPPORTUNITY
Suzanne Bloomfield
DIRECTOR, OPERATIONS
Mary T. Sedlacek
DIRECTOR, MARKETING,
COMMUNICATIONS &
STRATEGIC PLANNING
Jenna Snyder
UNITED WAY OF GREATER CLEVELAND • BOARD OF DIRECTORS28
UNITED WAY PARTNER AGENCIESAchievement Centers for Children AIDS Taskforce of Greater Cleveland Alta House American Cancer Society American Heart Association, Cleveland Metro Division American Red Cross, Greater Cleveland Chapter American Sickle Cell Anemia Association Applewood Centers, Inc. The Arc of Greater ClevelandArthritis Foundation - Northeastern Ohio Chapter Beech Brook/Family Health Program Big Brothers Big Sisters of Greater Cleveland Boy Scouts of America, Greater Cleveland Council Boys and Girls Clubs of Cleveland Bridgeway, Inc. BVU: The Center for Nonprofit Excellence Care Alliance Health Center Catholic Charities Health and Human Services* Bishop William M. Cosgrove Center Catholic Charities Chemical Dependency Services Catholic Charities Services of Cuyahoga County Early Learning Center at the Quadrangle Employment and Training Fatima Family Center Hispanic Senior Center La Providencia Family Center Matt Talbot Inn Mental Health Services Parmadale Rose-Mary Center St. Martin de Porres Family CenterThe Center for Community Solutions Center for Families and Children Center for Health Affairs Euclid Hospital Hillcrest Hospital Parma Community General Hospital South Pointe Hospital Southwest General Hospital University Hospitals City Year Cleveland Cleveland Clinic Children’s Hospital for Rehabilitation Cleveland Hearing & Speech Center Cleveland Mediation Center Cleveland Rape Crisis Center Cleveland Sight Center Cleveland Tenants Organization Community Housing Solutions Community Re-Entry Program Consumer Protection Association
The Covenant Cystic Fibrosis Foundation Diabetes Partnership of Cleveland Domestic Violence & Child Advocacy Center East Domestic Violence & Child Advocacy Center West Early Childhood Enrichment Center East Cleveland Neighborhood Center East End Neighborhood House Empowerment Center of Greater Cleveland Epilepsy Association Esperanza, Inc. Far West Center 211/First Call For Help Friendly Inn Settlement, Inc. Girl Scouts of Northeast Ohio – North RegionGolden Age Centers of Greater Cleveland, Inc. Goodrich-Gannett Neighborhood Center Goodwill Industries of Greater Cleveland and East Central Ohio, Inc.Greater Cleveland Volunteers Hanna Perkins Center Harvard Community Services Center Hiram House Camp Hitchcock Center for Women Hospice of the Western Reserve, Inc. International Services Center Jewish Federation of Cleveland* Bellefaire JCB Jewish Family Services Association Mandel Jewish Community CenterKaramu House, Inc. Kathryn R. Tyler Neighborhood Center Kidney Foundation of Ohio, Inc. LEAP (Linking Employment Abilities and Potential) Legal Aid Society of Cleveland Lexington-Bell Community Center Long Term Care Ombudsman Lutheran Metropolitan Ministry Magnolia Club House Mental Health Services for Homeless Persons, Inc. Merrick House Murtis Taylor Human Services System The Music Settlement Neighborhood Centers Association Neighborhood Leadership Institute New Directions, Inc. North Coast Health Ministry Northern Ohio Hemophilia Foundation ORCA House Phillis Wheatley Association Positive Education Program Project Learn Rainey Institute Recovery Resources
Salvation Army Senior Citizen Resources, Inc. Services for Independent Living Spanish American Committee Starting Point Towards Employment Transitional Housing, Inc. United Black Fund of Greater Cleveland, Inc.* United Cerebral Palsy Association of Greater Cleveland United Labor Agency, Inc. University Settlement Urban League of Greater ClevelandVisiting Nurse Association of Ohio Vocational Guidance Services Voices for Ohio’s Children West Side Catholic Center West Side Community House West Side Ecumenical Ministry YMCA of Greater Cleveland Youth Opportunities Unlimited YWCA of Greater Cleveland
FUNDED AGENCIESAdoption Network Asian Services In Action, Inc. Cleveland Housing Network Cleveland UMADAOP Eliza Bryant VillageEmerald Development & Economic NetworkEnterprise Community Partners, IncFairhill Partners Famicos Foundation, Inc. Family Connections Family Promise of Greater ClevelandFree Clinic HandsOn Northeast OhioHard Hatted Women The Intergenerational School Lakewood Community Service CenterNeighborhood Family Practice Nueva Luz Urban Resource Center Senior Outreach Services Senior Transportation Connection WECO Fund, Inc. Women’s Recovery Center
UNITED WAY SERVICES OF GEAUGA COUNTY COMMUNITY PARTNERSUnited Way Services of Geauga County American Cancer Society - Geauga** American Heart Association, Northeast Ohio Affiliate** Arthritis Foundation Big Brothers Big Sisters of Northeast Ohio Boy Scouts of America, Greater Western Reserve Council Camp Sue Osborn Catholic Charities Community Services of Geauga County Chagrin Falls Park Community Center Chardon Community Day Care DDC Clinic - Center for Special Needs Children2-1-1 First Call For Help Girl Scouts of North East OhioLake-Geauga Recovery Centers, Inc. Ravenwood Mental Health Center The Salvation Army Geauga County Service Unit Starting Point** WomenSafe, Inc.
* Federated agencies make decisions regarding the distribution of United Way funds within their respective networks.
** Denotes regional operations through United Way of Greater Cleveland.
COMMUNITY PARTNERS
1331 Euclid Avenue
Cleveland, Ohio 44115
unitedwaycleveland.org
Thank you to Consolidated Graphics for donating the printing of this Annual Report.
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