2014 Annual Report - United Way of KFL&A...Human Care Services Human care services will be available...

2014 Annual Reportwww.unitedwaykfla.ca

www.unitedwaykfla.ca

bring lasting, positive change and help people live with hope, dignity and a sense of belonging.

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When you give to the United Way, you can

rest assured that your gift will be invested

wisely where it can have the most impact.

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3 Mission, Vision & Values 4 2014 Year in Review

7 Financial Highlights 8 Strategic Planning 11 Risk Management 12 Accountability Framework 14 Board Chair & CEO Report 15 Treasurer Report 16 Campaign Chair Report 18 Labour Report 20 Board of Directors & Committees 22 Investing in the Community 27 All That Kids Can Be 28 Healthy People, Strong Communities

29 From Poverty to Possibility 30 Engaging Future Generations

32 Get Involved

33 2014 Financial Report 50 Campaign Awards 51 Caring Corporations

52 Sponsors

53 Honour Roll 56 Eternity Fund

1

Table of Contents

3

in your hands.is

UWK0086 Annual Report 2014 - Final.indd 2 2015-05-05 4:40 PM


We will be known as an organization that:

Operates with integrity, transparency and accountability to the highest ethical standards to ensure public trust,

Provides leadership in driving social change, partnerships and collaborative innovation,

Respects community wisdom by considering diverse viewpoints,

Harnesses and engages the talents and resources in our community to enhance a philanthropic culture,

Promotes volunteerism through creating awareness and engagement.

To build and strengthen our community by bringing

people and resources together to facilitate change.

We see a future where people are self-sufficient

in a community where individuals live with hope,

dignity and a sense of belonging.

Mission

Vision

Values

3

Mission, Vision & Values


Year in Review

4

Governance The Board of Directors continued to work on their Strategic Plan, which was established in 2013.

They also worked on a Risk Management plan. 12 Top Risks were selected after discussion with Board members and staff. Risk owners were identified and next steps developed. Risk mitigation plans will be developed in 2015.

Human Resources The President & CEO was selected to participate in the second cohort of United Way Worldwide’s Executive Leadership Development Program. 17 CEO’s from across the globe participated in 4 in-person learning sessions at the Centre for Creative Leadership (Greensboro), Harvard University (Boston), Deloitte University (Dallas) and at United Way Worldwide Headquarters in Alexandria, VA.

Locally, the HR Policy went through a bi-annual review. The Resource Committee reviewed and revised the policy to ensure it meets compliance and current practices and Employment Standards.

A Talent Management Strategy was developed, recognizing the need to strategically develop our people. This document outlines practices and strategies for onboarding, recruiting, retention, development and succession planning.

Lunch & Learns were introduced to help staff learn more about our work and the work of different departments.

AdministrationUnited Way is one of the co-owners in a joint venture, Unison Place. One of the three partners of Unison Place left for new office premises. The remaining two partners, K3C and United Way, renovated our facilities, which included major repairs and moving some offices. This was a significant project, which came in on time and under budget.

A new central filing & storage system was created, with file retrieval processes for accurate file location at all times.

The operational budget came in at 95% of budget, with efficiencies in operations. The cost ratio of fundraising and related administration costs were well below the national average (35%), with ours coming in at less than 12%.

2014

The numbers below are based on Facebook insights & reflect how many people viewed the most popular item posted in 2014.

2,744 FollowersUnited Way

Photo Album for the 2014 Fare for Friends

2,489 United Way2014 Next Gen Sociable Poster

3,098 Next Gen

Facebook Reach

Awareness & EngagementTwitter Followers

1,221 As of Dec. 31, 2014United Way Likes

(Increased from 2,132 in 2013)

Next Gen Followers(Increased from 860 in 2013)

Volunteer Centre Followers

1,229

665(Increased from 437 in 2013)

www.unitedwaykfla.ca5

United Way Next GenUnited Way continued to focus on the engagement and involvement of the Next Gen. 34 Workplace Ambassadors were recruited. A new event was introduced, Next Gen Pool Party, and other Next Gen events, Masquerade and Sociable, were successful in raising over $17,600 and raising the profile of the Next Gen Group.

United Way’s Online PresenceOur website was revamped with input from staff, volunteers and stakeholders. The new website has been successful as demonstrated by the analytic information. Our social media continues to be something we invest time and energy in, also demonstrated by positive trends and numbers.

Success By 6 WeekSuccess By 6 Week offers free events for children 0-6, their parents and caregivers, reminding them to “Take the Time, Make the Moments Matter”.

$17,600

Caring for OthersWe continued to deliver the Caring For Others program to Grade 4 students. 1,363 Grade 4 and 5 students were reached in 2014. There was an increase in the number of classes requesting this program.

Success By 6 Events in 2014170Engagement of

Future Generations

Money Raised by Next Gen Events

Change The WorldThe Change The World Youth Challenge in April had all high schools in the region take part in the challenge. Results over the four week period included:

Youth Contributed3,364

Volunteer Hours15,326


76%

24%Workplace

15%69%16% MIG &

Leaders

Community Events

Direct Mail

Non-Workplace

Resource Development The annual campaign saw some challenges, including the closure of some workplaces. In addition to prioritizing workplace campaigns, which make up 76% of our annual campaign, over the last two years we have developed strategies to allow for growth outside the workplace.

Following the national trend in philanthropy, fewer donors appear to be giving more. We saw a 22% increase in Leadership giving overall, while we saw a 2% decline in employee giving. Some of this was offset by a 10% increase in Corporate gifts.

The Leaders of the Way program is made up of donors who have traditionally given $1,000 a year. In 2014, the levels for Leadership Giving were moved up in accordance with the new national levels. Leadership now starts at $1,200 a year. We saw 471 donors give at this level, raising 37% of the campaign. More information is available in our section on Leadership Giving on page 53.

55% Donors giving between $10 - $1,19945% Donors

giving $1,200+

Strategic InitiativesThe Poverty Reduction Initiative released their 2014 report in September, highlighting success and a focus on Child Poverty and Employment & Skills Development in the next phase. As part of this initiative a community forum was held for Bridges Out of Poverty.

A Community Plan to End Youth Homelessness was released in May, at a community forum. The framework and strategies for this plan were based on input from youth and community partners. Strategies and implementation were then further developed.

Community InvestmentWe continue to invest in local programs, with member agencies and one-time grants. In 2014 a multi-year (3 year) funding process was implemented with some of our member agencies. This funding allows for longer term planning. A Collective Outcomes Report was developed to collate the indicators and outcomes provided by our funded agencies.

Leadership Development Services offered two custom & six public workshops, designed to build capacity of staff and boards of agencies and not for profit organizations.


Total gifts & other funding $ 4,127,490 $ 3,970,146 $ 3,938,476

Total fund distribution and community programs $ 3,493,416 $ 3,440,111 $ 3,301,006

Fundraising and related administrative cost ratio 11.4% 15.2%* 12.9%

Pledge loss ratio 1.8% 1.3% 1.1%

Financial Highlights

7

Fiscal Year Mitigation2014 2013 2012

Give. Volunteer. Inspire.Change starts here.

* This includes expenses related to our one-time Kingston Penitentiary Tour event.

Fund Distribution, Donor Designations and Community Programs

Member Agency Funding (49%)

$1,720,850

Programs Delivered By United Way

KFLA (24%)

$825,715

Donor Designations to Other Charities (19%)

$648,562

Homelessness Partnering Strategy Grants (5%)

$179,462

Grants (3%)

$87,743


Human Care ServicesHuman care services will be available to those who need them the most. We will advance optimization of community support systems through better coordination, integration and streamlining, reducing duplication of effort and resources, and effectively leveraging community resources and expertise.

Strategic Planning

The Board of Directors developed a Strategic Plan in 2013. The strategic direction was based on input from the community

and discussions among the Board, committees and management.

8

2014 Update • Outcomes and indicators were tracked and

analyzed for funded programs to ensure they were meeting the needs of clients served by these programs

• Through our funding process, duplication was avoided and emphasis was placed on efficiency and collaboration

Shared Community PlansA shared community plan will be developed to respond to forces of change in our community, seeking alignment and community consensus on critical causes that we believe need to be championed.

2014 Update A community plan to end Youth Homelessness in Kingston and area was developed with input from youth and stakeholders.

• Steering committee developed strategies, tactics

• Community forum to provide input into these strategies

• Final plan was released in October

• Implementation plan is currently in progress

Poverty Reduction Initiative committees were supported. A second report to the community was released in September. This report identified progress. Two issues have been identified for further action in Phase 3.

• Child Poverty

• Employment & Skills Development

Leadership, Influencing Public PolicyThe community will see us as a leader in the social service sector, as a place where they go for information regarding social issues impacting our community, and where they seek us out for opinion, policy development and thought.

2014 Update• The United Way Board of Directors held a special meeting

in October. At this meeting the Board identified steps for implementing this strategic direction

• A policy is currently being developed


Collective ImpactOur Community is a vital, vibrant place. Our most pressing needs change from year to year. United Way works with the community to identify issues that matter the most to the people of KFL&A, now and in the future.

United Way is in a unique position to bring together our community’s resources. We leverage our partnerships with community and business leaders, with Labour, front line agencies, all levels of government and people with lived experience, creating plans to identify root causes and address systemic issues collectively.

Shared Community PlansPoverty Reduction InitiativeWe know that reducing poverty is critical to people in our community. The United Way has worked with the City of Kingston and other local organizations on a Poverty Reduction Initiative. This coordinated strategy will improve quality of life while reducing the impacts of poverty. Agencies, community members, individuals with lived experience – all come together to work on ways to reduce poverty.

Ending Youth Homelessness in KFL&AOne third of individuals in shelters are youth between the ages of 15 and 24. To address this growing issue, United Way has developed a community plan to end youth homelessness in the region. With guidance from a Steering Committee and input from Youth Out Loud Kingston, a local group of youth with lived experience, this plan provides ways for collective action in addressing the complex issue.

1 in 3 people in shelters are youth


12,616 Clients Served

14 Agencies

20 Programs


19 Agencies

25 Programs

All That Kids Can Be

Healthy People, Strong Communities

From Poverty to Possibility


12 Agencies

17 Programs


45 Agencies

62 ProgramsTotal

Funding By the Numbers

change lives.


Understanding & Managing Risk The United Way Board of Directors is a policy board with standing committees, each of which deal with different aspects of risk associated with the organization.

Operations & Risk ManagementThe CEO and management continuously identify operational risks and develop risk mitigation strategies for risks associated with operations.

Committees & Risk ManagementThe Resource Committee leads the Risk Management process, developing a template for risk owners to review and report risk mitigation strategies to the Board.

The Resource Committee reviews the HR policy of the organization bi-annually. They address board succession planning through the annual nomination process. This ensures that the Board maintains the diverse skill set required for effective governance/reflective of the community. The committee leads an annual orientation for the Board of Directors, which includes accomplishments, lessons learned, governance and risk management.

Risk Management

The Finance/Audit Committee recommends to the Board an annual budget that reflects organizational priorities, based on realistic assumptions. They provide quarterly updates to the Board, reporting on variances. The committee and management monitor risks related to compliance and financial reporting, IT, data and financial controls.

The Executive Committee is responsible for risks related to succession planning, brand and governance.

2014 Risk Management In 2013, the Board of Directors approved a process to develop a Risk Management process. In 2014, the Resource Committee worked with staff on identifying and evaluating risks, assessing and naming the top risks to the organization, assigning risk ownership and starting the process of risk mitigation. In 2015, the CEO, management and committees will develop Risk Mitigation plans for the top 12 risks.

Com

mun

icate

and

Con

sult

Mon

itor a

nd R

evie

w

Establish the Context

Identify Risks

Analyze Risks

Evaluate Risks

Treat Risks

Assess Risks

Risk Management Process

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Establish the Context & Identify Risks: Spring & Summer 2014• Developed Risk Map, with top risks identified from

United Way membership

• Risk Ranking: Rated top risks by likelihood and consequences

Analyze & Evaluate Risk: Fall 2014• Resource Committee and Board of Directors

analyzed and assessed top risks, selected top 12 risks

• Identified “risk owner” (by position not name) for each of top 12 risks

Treat Risk: 2015• Risk mitigation strategies and plans will be

developed for the top 12 risks by risk owners


Accountability Framework

12

Annual Registered Charity Disclosure & CEO SalaryOur latest Canada Revenue Agency annual T3010 registered charity disclosure is available at www.cra-arc.gc.ca/chrts-gvng/lstngs/menu-eng.html

The Compensation Committee periodically benchmarks the CEO’s salary with United Ways of similar size and with similar Canadian not-for-profit organizations. We regularly review the compensation levels of our staff to ensure they are within reasonable rates for the level of skill, knowledge and experience required for the role.

Compensation levels of the 10 highest paid staff are available at the CRA website, under Charities Listings.

Effective. Efficient. Accountable.

United Way is Accountable to You and Your Community• United Way KFLA complies with United Way of Canada’s

Transparency, Accountability and Financial Reporting standards.

• We adhere to Imagine Canada’s Ethical Code and the Donor Bill of Rights.

• Our financial statements are audited by an independent auditor and are included in this report and online at www.unitedwaykfla.ca/about-us/annual-reports.

• United Way KFLA actively solicits in-kind donations, sponsorships, pro-bono services and the support of volunteers to keep expenses as low as possible. This ensures that as much as possible of every dollar goes directly to the community.

• Every year, thousands of volunteers come together to raise funds for services that benefit their family, friends and neighbours.

Additionally, we received a four-star rating from Charity Intelligence Canada, a prestigious rating that demonstrates a charity’s transparency, accountability and focus on results.

Awards

United Way KFLA received the prestigious Voluntary Sector Reporting Award (VSRA) in the category of ‘Total revenues over $1 million to $10 million’ for our 2013 Annual Report.

Having won this award three out of the last four years United Way KFLA has received the status of ‘Exemplar’ from the VSRA in the area of financial reporting and transparency.


Community Investment

Revenue

88%

12%

Funds Invested in Programs &

Services

Fundraising & Related Admin

Costs Ratio

Campaign Revenue

Other Revenue

Pledge Loss

87%

15%-2%

Total revenue, including annual campaign

$4,127,490 Fundraising and related

administrative costs

$472,421

For the Year Ending 2014

* Our fundraising and administration costs are among the lowest in the charitable sector. Canada Revenue Agency’s benchmark for fundraising and

administrative cost ratio is under 35%.

Fundraising and related administration cost ratio

12% Less than


Laurie NewportChair, Board of Directors

Bhavana VarmaPresident and CEO

Board Chair & CEO Report

Kingston, Frontenac, Lennox & Addington is a great place to live and work. United Way and its partners work together to make it an even better place, with opportunities for children and youth to reach their potential, for individuals and families to access programs when they need them the most, for people with low income to find support and reach for possibility.

Every day, your United Way dollars make a difference in this community. Working with thousands of volunteers and supporters, funds are raised and then distributed to local programs. Last year, 75,000 people benefitted from 60 United Way funded programs.

2014 was a year of challenge with a fragile economy, some workplace closures, job insecurity and increased demand on local agencies. Despite these challenges, thanks to our generous supporters and volunteers, United Way set a high fundraising target, provided stable funding for member agencies, with multi-year commitments to some agencies, distributed one time grants and invested in collaborative funding to help agencies meet local needs. We worked closely with community partners to come up with innovative ways to tackle issues like poverty and youth homelessness.

The Board of Directors continued to work on their Strategic Plan and Risk Management. This process will strengthen our United Way, ensuring that we are sustainable and strong now and in the future, minimizing risk in all areas.

Our United Way was delighted to receive the Voluntary Sector Reporting Award for a third time, putting us in the Exemplar category. We received a four star rating with the Charity Intelligence Canada. These awards recognize the work done by our Board, committee and management to ensure accountability to our donors.

With the departure of one of three owners of the building in which we are housed, staff worked closely with K3C, the remaining partner in this joint venture, with some much-needed repairs and renovations. We are happy to report the successful completion of the project on time and under budget.

We would encourage you to review this Annual Report, which captures our progress, challenges and accomplishments in 2014. We have provided detailed information about the year in review, progress on our strategic plan, risk management plan and our community initiatives.

Thank you to our donors, volunteers and staff, who tirelessly invest so much time, energy and resources to make this a better place for all in our community, where people can live with hope, dignity and a sense of belonging.

14


Bruce JefferyTreasurer, Board of Directors

Treasurer Report

15

As I complete my third year as Treasurer I am confident in the strong financial position of our United Way. Thanks to continuous efforts towards controlling costs and always looking for generous contributions from our corporate partners we are proud to say that we spend less than 12% of our revenue on fundraising and related administrative costs.

In 2014 we recognized the funds raised through the very successful Kingston Penitentiary Tours that took place in the fall of 2013. Upon the completion of these tours our Board of Directors made the decision to dedicate these funds to Youth Homelessness. While great work took place in 2014 regarding the development of a plan to eradicate Youth Homelessness in the KFL&A area, much of the work in putting this plan into action will not take place until 2015. As a result our Board of Directors has set up a restricted reserve to fund programs to support Youth Homelessness in the amount of $163,500.

During 2014 we reinvested in facilities, as one of our three facility partners moved to their own space. This required a $200,000 investment in office space. By making this renewed investment in our office space we were able to expand into additional space required for staff. Co-ownership of our current office space allows our United Way to keep our administrative costs low by sharing in many of the needs of the facility. We are looking forward to a long and prosperous business relationship with our facility partner at 417 Bagot.

Our United Way takes transparency and accountability to our community very seriously. In recognition of this, for the third time, our 2013 Annual Report was awarded the Voluntary Sector Reporting Award (VSRA) in the category of Total Revenues of $1 million to $10 million. By winning this award for the third time our United Way was awarded ‘Exemplar’ status by the VSRA. The VSRA, run by the Charter Professional Accountants of Ontario and Queen’s Centre for Governance, receives over 100 nominations annually, and our United Way is proud to be among the top 15 finalists for the last four years.

As Treasurer it has been my pleasure to work with the Finance Committee, Board and management to strive for ways to increase the value we bring to our community.

As a long-time volunteer with the United Way I want to personally thank the members of the Finance Committee, Bhavana, John and the United Way staff for all their assistance.


About a year ago, I took my first Seeing is Believing Tour. After many years of being a volunteer with the United Way, I did not need any convincing that this was a worthwhile endeavor. However the tour brought me face to face with the reasons the community comes together every year to make our community a better place to live, work and play.

Approximately 75% of our campaign is raised through workplaces. I am grateful to the employers who opened their doors to the United Way, provided Loaned Reps and to the Union leaders and representatives who supported the campaign.

Given our traditional reliance on workplaces, we anticipated 2014 would be a challenging year. There were fewer workplaces to draw from and many of the remaining workplaces had fewer employees. Many long term supporters had retired. While workplaces remained the backbone of our campaign, we increased our focus to personal gifts to supplement the workplace changes.

We also understood that Kingston was not immune to a national philanthropic trend in which donors are choosing to consolidate their giving to a few core causes. For a charity, it means they will draw on fewer donors but those donors will be more generous as they consolidate their gifts. We saw that trend this year with Leadership gifts growing touched 35% of the campaign revenue and 45% of all personals gifts. I want to thank John and Diana Weatherall for their generous Leadership Challenge Grant.

Donors also want to understand the charities they support. Younger donors, or Next Gen in particular, want to be engaged differently from other generations. I want to thank our army of volunteers - Cabinet Members, Next Gen committee members, Employee Campaign Co-ordinators and Agency Speakers. They brought the United Way’s message to life for our donors. Our media partners helped spread that message even further.

When we touched down, knowing the generosity of our community had once again made this campaign a success, I was so proud to be a member of such a warm and caring community.

Carrie Batt2014 Campaign Chair

Campaign Chair Report

16


The Campaign Cabinet is made up of local community volunteers who lead the United Way Campaign for Kingston, Frontenac, Lennox and Addington. Thanks to their leadership and the hard work and dedication of over 2,000 volunteers, funds are raised to support our families, friends and neighbours.

Campaign Cabinet

17

inspire.

ChairpersonCarrie Batt RBC Financial Group

Next Gen Erin Nolan Assurant Solutions

Jenn Goodwin Providence Care

Labour Liaison Tracy Simpson United Steel Workers

Business DevelopmentSheila Kingston Empire Life

Government Mike Ryan Correctional Service Canada

ManufacturingSteve Kimpton

INVISTA (Canada) Company

Municipal Division Desirée Kennedy City of Kingston

Provincial Division Sergiy Kolosov Ministry of Health and Long-Term Care

Allan Scott Ministry of Municipal Affairs & Housing

GCWCC Col. François Chagnon CFB Kingston

Education SectorCaroline Davis Queen’s University

Health Care & Agencies Daren Dougall Youth Diversion

Tony Button KFL&A Public Health

FinanceKaren Caron Scotiabank

Pat Murphy Secura Financial

CommercialPaula White Bell Business Markets

Greg Hinton Bell Media Radio Kingston

Adam Young Secker Ross & Perry

Major Gifts & Leadership Giving CommitteeGillian SadinskyJohn Wright Bill Leggett

Honorary Patron A. Britton Smith


The CLC (Canadian Labour Congress) and the United Way Centraide over many years have shared a common vision for prosperous communities encouraging workers and union leaders to get involved and support the United Way efforts so that our combined voices, networks and resources can make that vision real. Our local Labour Council is proud to have a strong partnership with our local United Way and will continue to offer support and help in any way that we can.

I’d like to say that it has been a pleasure to work with the other United Way Board directors on many local issues and on a risk management process to make sure our United Way remains viable and continues to address our important community needs. The upgrade of the phone system, the computers and the office renovations have all been completed helping to keep our United Way up to date and able to function efficiently.

As usual, Labour Day kicked off our labour campaign and I'd like to thank the United Way for participating in our activities at Mc Burney Park and to all the Labour Day Committee members for their hard work in making the event such a success.

It was a very challenging year, especially for our public sector unions and I am proud to say that our efforts to mitigate any risk from job actions to the annual workplace campaign were successful. I would like to also extend my appreciation to all the volunteers, union locals, union activists, staff and workplace campaigners who work so hard for our United Way.

I want to mention some of the Labour Iniatives offered locally. These include the Labour Community Advocate Training Program which trains union leaders to help members with problems beyond the scope of their collective agreements by acting as referral agents to community resources. A Retiree Council was formed to provide a vehicle to connect retirees and keep them active. The ongoing Workers Help Centre offers referrals to union and non-union workers to community resources.

It has been an honor to have worked with all the board members and the dedicated United Way staff. I look forward to another promising year. We are partners, joining all those involved in the United Way and the over three million CLC members in building healthier communities.

Our community is in good hands. Solidarity and strength in numbers can affect great changes.

Joan JardinOntario Secondary School Teachers Federation OSSTF

Kingston & District Labour Council

United Way Board Member

Labour Report

Workers Help Centre 2012 2013 2014

# of calls received 134 127 90

# of referrals made 230 183 107

# of agencies referred to 16 15 13

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2014 Labour Partnership

At the national level, there is a formal agreement between the CLC (Canadian Labour Congress) and the UWCC (United Way Centraide Canada), which sets out a series of principles that form the basis of a strong relationship. Organized Labour & the United Way share a common vision of building a society which provides a wide range of social and public services that are accessible, universal, and of the highest quality. Both movements are based on collective action and it’s obvious that we are stronger when we work together.

Locally, the United Way KFLA and the Kingston and District Labour Council (KDLC) have a long history of partnership and support.

Joint Workplace CampaignsAppreciation goes out to the local union leadership and their members in every workplace for their support and participation in helping make the 2014 campaign a success.

There are 53 unions with 185 union locals in 147 workplaces. Labour and United Way work closely to develop joint workplace campaigns in workplaces where there are unionized workers.

This support is evident with United Way’s largest workplace campaigns. Ten of the 15 largest are unionized workplaces and include 19 different unions. These are Queen’s University (CUPE, PSAC, USW, ONA, OPSEU, QUFA and QUSA), Correction Services Canada (OPSEU, UCCO and ONA), CFB (PSAC/UNDE and COPE), City of Kingston (CUPE, IBEW, ONA and IATSE), RMC (PSAC), Providence Care (LUINA, OPSEU, ONA and CUPE), Limestone District School Board (CUPE, ETFO and OSSTF), Novelis (USW, IAM and SPFP), INVISTA ( Nylon Workers Association) and KGH (CUPE, ONA, UFCW and OPSEU).

Special recognition also goes to the following workplace campaigns at Frontenac Community Services (CUPE), Ministry of Community and Social Services (OPSEU), Public Health Unit (OPSEU and CUPE) and at the John Parratt Centre (CUPE).

Labour PartnersAMAPCEO

CAPE

CNFIU

COPE

CUPE

CUPW

ETFO

CLC

GCIU

IAF

IAM

IBEW

IMA

INWA

IUOE

OFL

KDLC

KINWU

KPA

OECTA

ONA

OPSEU

OSSTF

SOAR

PSAC

QUFA

QUSA

SEIU

SPFPA

UCCO

UFCW

USGE

UNIFOR

UA

USW

UNDE

UVAE

Union GiftsKDLC

CUPE Area Council & Locals 109, 229, 1302, 1974, 2202, 3014, 3175 & 7548

ETFO Limestone Local

OPSEU Locals 432 & 482

SEIU Local 1

SOAR Chapter 16

USW Area Office & Local 343

Retirees from CUPE, ETFO, OPSEU, PSAC, OSSTF & USW (SOAR)

Labour Award RecipientsRecipients for the 2014 campaign are selected by the Labour Community Services Committee:

• Kingston & District

Labour Council

• CUPE Local 109

• ETFO

• CUPE Local 7548

• USW Local 343

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Christine Blais Chair, Resource Committee

Resource Committee

Board of DirectorsChristine Blais

Peter Clarke

Caroline Davis

Mike DeGrace

Jody DiRocco

Joan Jardin

Bruce Jeffery

Peter Kraus

Laurie Newport

Susan Nicholson

Allen Prowse

Ex-Officio

Carrie Batt

Bhavana Varma

Committees Executive CommitteePeter Clarke

Caroline Davis

Bruce Jeffery

Laurie Newport

Susan Nicholson

Bhavana Varma

Resource CommitteeChristine Blais

Peter Clarke

Jody DiRocco

Peter Kraus

Susan Nicholson

Bhavana Varma

Finance / Audit CommitteeCarrie Batt

Caroline Davis

Bruce Jeffery

Patrick Legresley

Patrick Murphy

Joe VanNiedek

Bhavana Varma

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Board Recruitment and TrainingThe United Way Board of Directors reflects our community. We strive to have board members representing public and private sectors. Board membership is recruited based on a matrix that outlines experience, skills, knowledge and interest. Prospective board members are recruited from existing committees, ensuring that there is knowledge of the United Way, its governance model and its role in the community.

A member of the Resource Committee meets with prospective and interested Board members to provide an overview of Board priorities and expectations. This is followed up with information and materials to help new Board members in their role.

The Committee coordinates a fall orientation meeting for all board members. The orientation covers policies, procedures, strategic direction and introduces new members to the expectations of their new roles.


2014 United Way StaffReporting to the Board of Directors, the President & CEO oversees the operations, leads and manages the staff of the organization. The President & CEO provides leadership on the strategic direction of the organization. The below organizational chart reflects employees who were employed at December 31, 2014. An updated list of current employees is available on our website at www.unitedwaykfla.ca/about-us/united-way-team

Communications, Labour Partnership

Major Gifts, Strategic Initiatives, e-pledge,

Special Projects

Corporate Services

Workplace Campaigns, EventsIndividual Giving, Leadership

Giving, Sponsorship, Next Gen

Resource Development

Fund Distribution, Speakers, Tours,

Programs

Community InvestmentAccounting,

Audit, Facilities, Health & Safety

Database, IT

Finance & Admin

Employees who left in 2014:Andrea JohnsonEmily MackwoodIan GauthierTerra Fleming

CommunityImpact Fundraising Labour

Director, Labour Community Services

Darlene Medhurst

Director,DevelopmentKim Donovan

Director, Resource Development Maura Doyle

Director, Community InvestmentKim Hockey

Campaign ManagerAshley Vekeman

Leadership Coordinator

Katey MacDonald

Sr. Manager, Community Investment

Marg Kubalak

Manager, Volunteer Services

Bill Miklas

Community Investment Coordinator Tara Sharkey

VP OperationsJohn DiPaolo

Sr. Finance ManagerLisa McKee

Database SpecialistOlga Karavai

Executive AssistantChelsea Grey

Communications Specialist

Sherri Pilgrim

Finance & Operations

Corporate Services

Admin CoordinatorNicole Dalglish

Campaign CoordinatorAreum Jeon

President & CEOBhavana Varma


Investing in the Community

Member Agency FundingThrough an annual rigorous review process by volunteers who participate in our Citizens Review Panels, United Way allocates ongoing, stable funding to its member agencies for specific programs. This base support of funding enables agencies to make long-term plans.

GrantingOne-time grants encourage innovative and collaborative responses to social needs in our community. Recognizing the ever-changing needs of our community, volunteers review grant submissions and make funding recommendations. United Way offers grants that enable agencies to respond to new emerging needs, often leveraging other sources of funding.

1. Community Investment FundThere is an annual call for applications in the fall. City of Kingston and United Way provide grants of up to $25,000.

2. Homelessness (HPS) FundsUnited Way, as the Community Entity, distributes federal funding for homelessness through HPS. A volunteer panel makes recommendations through a Community Advisory Board.

Strategic Initiatives United Way works with community partners to develop shared community plans on youth homelessness, and poverty reduction. This is done through research, data collection, analysis and consulting the community, especially people with lived experience.

United Way KFLA is committed to ensuring that human care services are available to those who need them the most. We work closely with frontline agencies, funders

and people with lived experience to identify gaps, challenges and opportunities. This includes looking for better coordination of services to avoid duplication.

People Helped by Location

United Way funds programs located in Kingston and the counties of Frontenac and Lennox & Addington. While many clients travel to Kingston for service, some programs are delivered to people in the neighbouring rural counties.

58,992Kingston

3,932 Frontenac

8,977L&A County

Agencies & Programs by Location

Number of: Agencies Programs

Kingston 43 59

Frontenac 26 31

Lennox & Addington 25 30


Professional staff and community volunteers review agency submissions and make recommendations to the United Way Board of Directors.

2014 Citizens Review Panels Panel Co-ChairsCindy ChappellJeremy DaCostaMike DeGraceMartha ForkesLeanne O’MaraNatalie SittAngie Tingren-WatkinsSandi Wilde

Panel VolunteersMorgan AsselstineCheryl AzulaySue Bates

Alexandra BlaineKerri BrockmanJim CampbellSao ConnorLisa ElliottMichele FinneyLana FouldsMary Beth GauthierJenn GoodwinTeresa GrahamGareth GreenKera JamesJoan JardinTaylor JenningsLesley KellySucheta KumaranHeather LawtonDugal MacDermaidAimanda MacRaeLisa MarionTeresa MarrelloMargaret McGowan

Jackie McKayTanya McLaughlinAngela StewartWendy StuckartClaudia VerbakelAndrew White

2014 Community Investment Fund PanelsPanel Chairs Peter BaconLucille GrollLeanne O’MaraAngie Tingren-WatkinsSandi Wilde

Panel VolunteersMorgan Asselstine Sue BatesJim CampbellClaire Chapman

Sao ConnorSheryl FergusonMartha ForkesMary Beth GauthierSam GoodwinTeresa GrahamKera JamesLesley KellyDugal MacDermaidAimanda MacRaeTeresa MarrelloNancy MaupuMargaret McGowenTanya McLaughlinShannon PetersSusan PinneyPaul RosenbaumWendy StuckartAndrew WhiteBrenda Willis

Volunteer Panels

volunteer.


Helping Residents With Access to Vital Services and Supports211When you don’t know where to turn, 211 helps you find services in our community. Calls are answered by trained information specialists who assess each caller’s needs and link them to the best available information or service. Since the launch of 211 in the KFL&A region in June 2010, more than 5,000 calls have been answered annually.

Community Data ConsortiumUnited Way administers the Community Data Consortium which enables organizations in the region to access data on a range of quality of life indicators. The Community Data Consortium will ensure the community has access to important data that helps facilitate change.

Building Capacity in the Voluntary SectorUnited Way believes in strengthening the capacity of the not-for-profit sector.

Volunteer CentreNot-for-profit organizations from across the region come to the United Way Volunteer Centre with their volunteer opportunities and we make them available to volunteers like you, with time and talent to share. Let the Volunteer Centre help you get started on the road to a fulfilling volunteer experience.

24

Volunteer Opportunities329Volunteer Centre by the Numbers

Compared to 288 in 2013

Organizations Assisted96 Compared to 88 in 2013

Online Enquiries5,099 Compared to 4,303 in 2013

James BrownJacquie CostronKim Frankland

Jackie FranklinJennifer Sawyer

Tom Wightman

Volunteer Centre Advisory Committee


Funding Structure

Community Impact Committee Grants

Community Investment Fund (including City of Kingston funds)

Board of Directors

President & CEO Community Investment Staff

Citizens Review

Panel Allocations to Member Agencies


Healthy People Strong Communities


Strategic Initiatives (Operational)

Homelessness Partnering Strategy Fund (Service Canada)

Poverty Reduction Initiative Planning Process

Collective Impact: Ending Youth Homelessness Planning Process

Capacity Building - Volunteer Centre, 211, Leadership Development Services

A special recognition and awards event sponsored by Investors Group was held during National Volunteer Week, at City Hall, celebrating volunteers and their significant contribution to our community.

2014 Volunteers Grow Community Award Recipients

Margaret BaldwinNominated by Hospice Lennox & Addington

The Cormier FamilyNominated by Big Brothers Big Sisters KFL&A

Jeff JohnstonNominated by Big Brothers Big Sisters KFL&A

Tessa GrantNominated by H’art Centre

Bill GriffinNominated by St. Vincent de Paul Society of Kingston

Tracie HannaNominated by Sexual Assault Centre Kingston

Leadership Development ServicesWe strengthen the voluntary sector by providing training and workshops to local volunteers and boards of directors.

Our volunteer Leadership Development Services program provides workshops and custom training sessions to non-profit organizations throughout KFL&A.

In 2014, there were 2 customized workshops and 6 public workshops.

Strategic Planning

Financial Stewardship

Introduction to Roles and Responsibilities

Risk Management (presented twice)

Talent Management

Total registrants in public workshops: 199


Outcomes & IndicatorsFunding is disbursed to programs and services that fit United Way’s Community Impact Areas:




Outcomes are based on a focus area framework, developed by United Way of Canada. This framework outlines the theory of change and rationale for investing in programs. The Framework is available on our website www.unitedwaykfla.ca.

Agencies report on outcomes for programs as part of their funding reporting agreements. This information is collated annually by Community Investment staff.




44%32%

24%

Funding Distribution by Impact Area



2014 Funded AgenciesBig Brothers Big Sisters Kingston, Frontenac, Lennox & Addington

Boys and Girls Club of Kingston & Area

Brigantine Inc.

Community Response to Neighbourhood Concerns

Food Sharing Project

Girls Incorporated of Limestone Algonquin and Lakeshore (Girls Inc.)

KEYS Job Centre

The United Way’s Goal

To help children and youth reach their full potential Our goal is to ensure children and youth are valued and supported members of the community with opportunities and resources to help them reach their fullest potential. Our programs and initiatives for children and youth helped 23,254 children and youth reach their full potential.

13,852youth made a healthy

transition into adulthood

32,118children and youth cared about and got along with

others, got involved, showed leadership and responsibility

36,739children and youth were supported to believe in

themselves, make healthy choices and better handle

life’s challenges

KFL&A Public Health

Pathways for Children and Youth

Pathways to Education Canada

Queen’s Health Outreach

Youth Poverty Challenge

Youth Diversion Program

2014 Strategic InitiativesCaring For Others

Success By 6

27

Connectedness & Community Involvement

Emotional & Physical Wellbeing

Engagement in Learning

15,918children and youth

were ready to learn, and do well in school


2014 Funded Agencies211 – Information and Referral

Autism Ontario

The Canadian Hearing Society

Canadian Mental Health Association

Canadian National Institute for the Blind

Epilepsy & Seizure Disorder Resource Centre of Southeastern Ontario

Extend-A-Family Kingston

Frontenac-Kingston Council on Aging

Independent Living Centre Kingston

K3C Community Counselling Centres

Kingston Interval House

Kingston Literacy & Skills

Kingston Military Family Resource Centre

Lennox and Addington Interval House

March of Dimes Canada

Northern Frontenac Community Services

Sexual Assault Centre Kingston

Southern Frontenac Community Services

St. John Ambulance


3,257 individuals and families

felt a sense of belonging and inclusion by accessing new

services, getting involved and acting to positively influence

their community

42,944individuals and families were

able to live independently and make healthy choices, with

improved mental health and improved emotional wellbeing

16,617 individuals and families were provided supports

and services, developing and maintaining relationships

and connections

Connection to Supports

Neighbourhood & Community Engagement

Personal Wellbeing & Safety

734individuals and families were safe from violence and abuse


To support personal wellbeing & strengthen neighbourhoodsOur goal is to improve opportunities for people to access programs and supports that empower them to overcome barriers, build resilience, reduce isolation and be part of a caring, inclusive community. our programs and initiatives helped 38,938 individuals and families, supporting personal well being and strengthening neighbourhoods.



2014 Funded AgenciesDawn House Women’s Shelter

Dress for Success

Elizabeth Fry Society of Kingston

Food Providers Network

Frontenac Community Mental Health & Addiction Services

Kingston Community Health Centres

Kingston Home Base Non-Profit Housing Inc.

Kingston Youth Shelter

Loving Spoonful

Outreach St. George’s Kingston

Partners in Mission Food Bank

Ryandale Shelter for the Homeless

St. Vincent de Paul Society of Kingston


To meet basic human needs & move people out of povertyOur goal is to help people engage in their community by strengthening neighbourhood revitalization efforts, reducing poverty, and improving access to affordable housing. Our programs and initiatives helped 12,616 people with basic human needs and moved people out of poverty.

11,678individuals and families were provided access to

affordable, nutritious food, and experienced decreased stress and life disruptions

due to food insecurity

5,567individuals transitioned to meaningful employment,

became financially stable with access to affordable goods

and services, supporting independence and stability

2014 Strategic InitiativesPoverty Reduction Initiative

Youth Homelessness Initiative

2014 Homelessness Partnering Strategy Funding Frontenac Community Mental Health & Addiction Services

Kingston Community Legal Clinic

Kingston Home Base Non-Profit Housing Inc.

2,966 individuals and families were provided access to emergency shelter, safe,

affordable housing and the resources to maintain safe

and stable housing

Housing Stability

Food Security

Employment & Financial Stability


Success By 6Success By 6 is a United Way initiative that aims to help improve the lives of our youngest children by supporting organizations that work with young children age 0 to 6 years. Success By 6 is based on the idea that it takes a village to raise a child and that we all have a role to play in ensuring that every child has a chance to succeed early in life. By investing in young children, their parents and caregivers, we dramatically increase our children’s chances for a healthy and successful future.

30

Engaging Future Generations

Volunteers23Caring for Others by the Numbers

Compared to 19 in 2013

Schools26 Compared to 21 in 2013

Classrooms56 Compared to 31 in 2013

Early Start: Civic EngagementCaring For OthersGeared to grade 4 and 5 students, the program teaches children the concept of caring and how they too can have an impact on their community.

Students1,363 Compared to 803 in 2013

Caring for Others Volunteers

Gord Mitchell (Chair)Elizabeth BardonRoland BillingsCarol CartierMeg ConwayJohn DiPaoloPatricia DoyleMichelle FortinMeghan Gagnon

Réjean GagnonPeter GowerKim GrahamJulia HobsonTracy HollandJosée HoudeMargaret McGowanKeri MessengerClaire Notman

Natalie SittWendy StuckartChristina UylKathleen WhiteSandi Wilde

Staff:Bill Miklas

Success By 6 Week is a fun-filled week of free events for the youngest members of our community in mind. Success By 6 Week heightens public awareness of the importance of early-years development. We had a record number of opportunities for young children, their families and caregivers to Take the time, make the moments matter™.

There were over 170 free, fun opportunities offered to children 0-6, compared to 140 activities in 2013.


2014 Success By 6 CommitteeThe Success By 6 Committee plans the annual Success By 6 Week, ensuring free events are available to children and their caregivers throughout KFL&A.

2014 Success By 6 WeekJulie Brown (Co-Chair)Jacquie Fitzgerald (Co-Chair)Paula AndrewsJen Cameron

Michael CurtisMike Dwyre Brian DodoBonnie GolombJonathan McCreeryMary Jane McLaughlinMorgane NavarotKrista PrettyMike Reid Karen SutherlandAngélique Tamblyn

Staff:Chelsea GreyKim Hockey

Youth VolunteerismChange the World – Ontario Youth Volunteer ChallengeChange the World is a provincial initiative with Volunteer Centres across the province partnering to encourage high

school students to volunteer in their own community.

There were over 15,326 volunteer hours logged by 3,364 youth, compared to 8,182 hours logged by 1,813 youth in 2013.

Money Raised by Next Gen Masquerade$5,000

United Way Next Gen The United Way Next Gen initiative develops a community of young stakeholders, in their twenties and thirties, encouraging them to invest their time, energy and money in the community through the United Way. This creates opportunities for future leaders to participate in the community and empowers them to support and advance the impact of the United Way locally.

In 2014 the Next Gen volunteers hosted three successful events, raising $17,600.

Money Raised by Next Gen Sociable$9,800Money Raised by Next Gen Pool Party$2,800

Next Gen Chair: Jenn Goodwin

Past Chair:Erin Nolan

Vice Chair:Myles Anderson

Promotion Chair: James Ligthart

Vice Chair: Monica LapajneMedia Liaison: Kristin Moore

Masquerade Chair: Erin Nolan

Vice Chair: Heather Hayhow

Workplace Ambassadors Chair: Rob Raike

Pool Party Chair: Rebecca Prophet

Vice Chair: Myles Anderson

Sociable Chair: Aimanda MacRae

Vice Chair: Lee ChristyPast Chair: David Illingworth

Next Gen CabinetThe following organizational chart reflects cabinet members as of December 31, 2014.


Speakers BureauThe Speakers Bureau puts a human face to the United Way and shares success stories that demonstrate the impact of United Way funded programs. Invite a speaker to your workplace or event, learn more about how your support changes lives, helping children, families, individuals right here in KFL&A.

Speakers52

Presentations221

Seeing is BelievingThe “Seeing is Believing” bus tour takes volunteers and donors behind the scenes to see first-hand the impact of their donations in the community as they visit local agencies and programs. Participants get a chance to meet the front line workers who deliver the programs and those who benefit from the services, while learning about the issues that impact people in KFL&A.

14190

Get Involved

Learn more about your local community and get involved through one of our initiatives.

* Thanks to Kingston Transit, McCoy Bus Service and the Boys & Girls Club

Annual CampaignEvery year, thousands of volunteers come together to raise funds for services that benefit their family, friends and neighbours. The United Way annual campaign is the largest community organizing effort, helping thousands of people through collective action, raising funds that will then be invested in local programs.

VolunteerWith thousands of local residents volunteering, there are always fulfilling volunteer opportunities at United Way KFLA.

• Grant review committees• United Way Next Gen• Event committees like Day of Caring or Success By 6 Week• Events like Fare for Friends or Starlight Film Festival • Presentations to students through Caring For Others

To find out about these and other opportunities, visit us on Facebook or Twitter. Or contact us at:

[email protected]

3 Bus Tours*

Custom Tours

People Participated


Day Of CaringUnited Way Day of Caring helps connect and engage workplace volunteers. Employees from local workplaces head out to agencies in KFL&A. It’s a win-win for all – agencies get much needed work completed and volunteers get to learn about their community through a hands-on experience and team-building.

VolunteersCompared to 180 in 2013261Projects29 Compared to 23 in 2013

Day of Caring Committee

Year ended December 31, 201434 Independent Auditors’ Report

35 Financial Statements

35 Statement of Financial Position 36 Statement of Operations 37 Statement of Changes in Net Assets 38 Statement of Cash Flows 39 Notes to Financial Statements

48 Administration, Fundraising & United Way Program Expenses – Schedule 1

49 Community Impact Initiatives – Schedule 2

Financial Report2014

Chair: Michele Finney, Hydro One

Committee:Rob Raike, Bombardier / Next Gen Committee

Joanne Webb, Hydro One

Dana Bell, Family & Children's Services of FL&A

Tammy Kuehn, E.I. duPont

Rachel Brace, Ongwanada

Terri Fraser, Hydro One

John Kerslake, Empire Life

Lisa Brais, Assurant

JoAnn Wert Ashleigh Fortune-McKeil, St. Lawrence College

Staff: Maura Doyle Katey MacDonald Bill Miklas


To the Members of United Way of KFLAWe have audited the accompanying financial statements of United Way of KFLA, which comprise the statement of financial position as at December 31, 2014, the statements of operations, changes in net assets and cash flows for the year then ended, and notes, comprising a summary of significant accounting policies and other explanatory information.

Management’s Responsibility for the Financial StatementsManagement is responsible for the preparation and fair presentation of these financial statements in accordance with Canadian accounting standards for not-for-profit organizations, and for such internal control as management determines is necessary to enable the preparation of financial statements that are free from material misstatement, whether due to fraud or error.

Auditors’ ResponsibilityOur responsibility is to express an opinion on these financial statements based on our audit. We conducted our audit in accordance with Canadian generally accepted auditing standards. Those standards require that we comply with ethical requirements and plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement.

An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on our judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, we consider internal control relevant to the entity’s preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the

effectiveness of the entity’s internal control. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of accounting estimates made by management, as well as evaluating the overall presentation of the financial statements.

We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion.

Basis for Qualified OpinionIn common with many charitable organizations, United Way of KFLA derives revenue from donations, the completeness of which is not susceptible to satisfactory audit verification. Accordingly, our verification of these revenues was limited to the amounts recorded in the records of the entity and we were not able to determine whether, as at and for the years ended December 31, 2013 and December 31, 2014, any adjustments might be necessary to campaign revenue, excess of revenue over expenses, current assets and changes in net assets.

Qualified OpinionIn our opinion, except for the possible effects of the matter described in the Basis for Qualified Opinion paragraph, the financial statements present fairly, in all material respects, the financial position of United Way of KFLA as at December 31, 2014, and its results of operations and its cash flows for the year then ended, in accordance with Canadian accounting standards for not-for-profit organizations.

Chartered Professional Accountants, Licensed Public Accountants April 16, 2015 | Kingston, Canada

Independent Auditors’ Report

34


2014 2013

ASSETS

CURRENT ASSETS

Cash $ 555,851 $ 545,485Short-term investments (note 2) 461,589 860,910Pledges receivable (note 3) 283,027 294,916Accounts receivable 36,466 38,353Prepaid expenses 17,672 8,583

1,354,605 1,748,247

LIABILITIES & NET ASSETS

CURRENT LIABILITIES

Accounts payable and accrued liabilities (note 6) $ 615,876 $ 590,431Monies held in trust (note 7) – 5,150Deferred contributions non-campaign 43,250 109,222Deferred campaign revenue 1,593,349 1,759,043Deferred endowment revenue – 10,100

2,252,475 2,473,946

NET ASSETS

Invested in 417 Bagot Group (note 4) 404,047 203,924Invested in capital assets (note 8) 41,912 43,653

Reserves (note 9) 418,667 455,167

Endowment 598,422 596,922Unrestricted 93,155 101,175

1,556,203 1,400,841Commitments (note 13)

LONG-TERM INVESTMENTS (note 4) 2,412,161 2,082,887CAPITAL ASSETS (note 5) 41,912 43,653

$ 3,808,678 $ 3,874,787

$ 3,808,678 $ 3,874,787

On behalf of the Board of Directors:

See accompanying notes to financial statements.

DECEMBER 31, 2014, WITH COMPARATIVE INFORMATION FOR 2013

United Way of KFLA

35

Statement of Financial Position

Director Director



YEAR ENDED DECEMBER 31, 2014, WITH COMPARATIVE INFORMATION FOR 2013

ExPENSES

Allocations and programs:

Program grants 1,828,081 1,860,159 United Way programs (schedules 1 and 2) 801,981 664,068 Donor choice designations 648,562 699,990 Homelessness partnership strategy grant 179,462 171,831 United Way dues and shared costs 31,084 26,944 Youth Homelessness 3,018 –

Communications and awareness project 1,228 17,119

3,493,416 3,440,111

Operations Fundraising (schedule 1) 445,199 533,767 Community special events 27,222 69,640 Investment management fee 7,914 7,153

3,973,751 4,050,671

ExCESS OF REVENUE OVER ExPENSES (expenses over revenue) BEFORE THE UNDERNOTED 153,739 (80,525)

INCOME FROM JOINT VENTURE 123 14,415

ExCESS OF REVENUE OVER ExPENSES (expenses over revenue) $ 153,862 $ (66,110)

2014

2013

REVENUE

Campaign revenue (note 10) $ 3,320,382 $ 3,350,154

Funds transferred from other United Ways 27,392 30,027Funds transferred to other United Ways (28,243) (33,842)Community special events 277,670 97,114

Gross campaign revenue 3,597,201 3,443,453

Pledge loss (note 11) (65,884) (46,104)

Net campaign revenue 3,531,317 3,397,349

Homeless partnership strategy grant 192,058 171,831Areas of service designations (note 12) 187,092 180,312Unrealized gains in investments 59,106 94,770Realized gains in investments 52,353 22,404Investment income 47,121 37,938 Donations and other revenue 35,455 42,553Program grants 22,988 22,989 4,127,490 3,970,146

United Way of KFLAStatement of Operations

36



Invested in 417 Bagot

Group

Invested in capital

assets Reserves

Restricted for

endowments

Unrestricted

2014 Total

2013 Total

(note 4(a)) (note 8) (note 9) (note 18)

Balance, beginning of year $ 203,924 $ 43,653 $ 455,167 $ 596,922 $ 101,175 $ 1,400,841 $ 1,455,451

Excess of revenue over expenses (expenses over revenue)

123 (16,150) – – 169,889 153,862 (66,110)

Endowment contributions – – – 1,500 – 1,500 11,500

Additional investmentin 417 Bagot Group (note 9(b))

200,000 – (200,000) – – – –

Interfund transfer – – 163,500 – (163,500) – –

Net change in investment in capital assets (note 8)

– 14,409 – – (14,409) – –

BALANCE, END OF YEAR $ 404,047 $ 41,912 $ 418,667 $ 598,422 $ 93,155 $ 1,556,203 $ 1,400,841


United Way of KFLAStatement of Changes in Net Assets

37


2014 2013

CASH PROVIDED BY (USED FOR)

OPERATING ExPENSES

Excess of revenue over expenses (expenses over revenue) $ 153,862 $ (66,110)

Items which does not involve cash:

Amortization of capital assets 16,150 13,764Change in non-cash working capital:

Pledges receivable 11,889 (59,660)Accounts receivable 1,887 (14,840)Prepaid expenses (9,089) 1,072Accounts payable and accrued liabilities 25,445 100,252Monies held in trust (5,150) 5,150Deferred contributions non-campaign (65,972) 4,642Deferred campaign revenue (165,694) 200,172

Deferred endowment revenue (10,100) –(46,772) 184,442

FINANCING ACTIVITIES

Endowment contributions 1,500 11,500

INVESTING ACTIVITIES

Purchase of capital assets (14,409) (6,223)

Decrease (increase) in long-term investments (329,274) 30,690

(343, 683) 24,467

INCREASE (DECREASE) IN CASH (388,955) 220,409

CASH, BEGINNING OF YEAR 1,406,395 1,185,986

CASH, END OF YEAR $ 1,017,440 $ 1,406,395

REPRESENTED BY:

Cash $ 555,851 $ 545,485Short-term investments 461,589 860,910

CASH, END OF YEAR $ 1,017,440 $ 1,406,395



United Way of KFLAStatement of Cash Flows

38


YEAR ENDED DECEMBER 31, 2014

United Way of KFLA is a not-for-profit organization incorporated without share capital under the laws of Ontario. United Way of KFLA’s services are provided to the Kingston, Frontenac, Lennox & Addington community. United Way of KFLA is a registered charity under the Income Tax Act and accordingly is exempt from income taxes, provided certain requirements of the Income Tax Act are met. These requirements have been met as at December 31, 2014.

United Way of KFLA’s mission is to build and strengthen the community by bringing people and resources together to facilitate change. United Way of KFLA’s vision is a future where people are self-sufficient in a community where individuals live with hope, dignity and a sense of belonging.

In 2014, United Way of KFLA made a major reinvestment into their facilities by increasing their interest in 417 Bagot Group from one-third to one-half. With this investment, the United Way of KFLA can continue to ensure that future administrative costs remain low as the co-owner of their own facilities.

1. Significant Accounting PoliciesThe financial statements have been prepared by management in accordance with Canadian Accounting Standards for Not-For-Profit Organizations in Part III of CPA Canada Handbook – Accounting.

(a) Revenue recognition:United Way of KFLA uses the deferral method of accounting for contributions for not-for- profit organizations.

United Way of KFLA conducts a public campaign for funds during the last quarter of each calendar year in order to fund programs and to identify and work on issues for the subsequent fiscal year. Accordingly, campaign revenue of the current year is deferred to the subsequent fiscal year. All allocations that are scheduled to be disbursed more than twelve months after the current year-end are financed from the subsequent year’s campaign.

Pledges receivable at the end of the year reflect amounts outstanding from the preceding campaign, less an allowance for pledge losses. Allowances are provided for amounts estimated to be uncollectible. This policy conforms with that adopted by the majority of United Way organizations.

Other unrestricted contributions are recognized as revenue in the year received or receivable if the amount to be received can be reasonably estimated and collection is reasonably assured. Primary sources of other unrestricted contributions recognized as revenue during the year are funds transferred to and from other United Ways, community special events and investment income.

Restricted contributions other than endowment contributions are recognized as revenue in the year in which the related expenses are recognized.

Endowment contributions are recognized as direct increases in endowment net assets.

Restricted investment income is recognized as revenue in the year in which the related expenses are recognized. Unrestricted investment income is recognized as revenue when earned.

(b) Capital assets:Purchased capital assets are recorded at cost. Contributed capital assets are recorded at fair value at the date of contribution. Repairs and maintenance costs are charged to expense. Betterments which extend the estimated life of an asset are capitalized. When a capital asset no longer contributes to United Way of KFLA’s ability to provide services, its carrying amount is written down to its residual value.

Capital assets are amortized using the following annual rates:

RATE

Furniture and equipment 20% diminishing balance basis or 10 years straight-line basis

Telephone system 30% diminishing balance basis

Computer equipment 30% diminishing balance or 2 to 3 years straight-line basis

Computer software 2 years straight-line basis

Leasehold improvements 10 years straight-line basis

United Way of KFLANotes to Financial Statement

39



(c) Contributed services:Volunteers contribute a substantial number of hours each year to assist United Way of KFLA in carrying out its activities. Because of the difficulty of determining the fair value, contributions of such services are not recognized in the financial statements.

United Way of KFLA receives gifts in kind from some donors, primarily for campaign costs of printing, supplies, advertising and public relations. These amounts are excluded from revenue and expenses.

(d) Use of estimates:The preparation of the financial statements requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities at the date of the financial statements, and the reported amounts of revenue and expenses during the year. Actual results could differ from those estimates. These estimates are reviewed annually and as adjustments become necessary, they are recognized in the financial statements in the period in which they become known.

e) Net asset reserves:(i) Contingency Reserve Fund: There is a requirement for United Way of KFLA to be fiscally responsible in its operations, which requires United Way of KFLA to be in a position to meet outstanding obligations to staff and third parties under any unexpected circumstances. These funds are intended for contingency purposes, to be accessed only after formal approval of United Way of KFLA’s Board of Directors.

(ii) United Way Agency Funding Reserve: United Way of KFLA recognizes the possibility that there could be a year where the state of the economy may be the determining factor in United Way of KFLA not being able to reach its established goal. A significant shortfall would then reflect on the availability of funding to agencies. These funds are internally restricted and are intended for agency allocation purposes, to be accessed only after formal approval of United Way of KFLA’s Board of Directors.

(iii) Youth Homelessness Reserve: Using proceeds from the Kingston Penitentiary Tours, the Board of Directors passed a motion to set aside these funds to be spent in the area of youth homelessness. This reserve is internally restricted and is intended for the programs that support the plan to end youth homelessness.

(iv) Endowment Reserve: The endowment reserve is an Eternity Fund managed by the Community Foundation for Kingston & Area and is externally restricted with the principal being preserved in perpetuity. The income earned from the Eternity Fund is internally restricted and is used to support essential programs ensuring donations to the Eternity Fund will benefit future generations.

(v) Unrestricted Reserve: This reserve is the cumulative surplus/deficit of United Way of KFLA activities and it is up to the discretion of the United Way of KFLA Board of Directors regarding the use of these funds.

(f) Financial instruments:Financial instruments are recorded at fair value on initial recognition. Equity instruments that are quoted in an active market are subsequently measured at fair value. All other financial instruments are subsequently recorded at cost or amortized cost, unless management has elected to carry the instruments at fair value. United Way of KFLA has elected to carry all of its short-term investments and all of its long-term investments, excluding the investment in a joint venture, at fair value.

Transaction costs incurred on the acquisition of financial instruments measured subsequently at fair value are expensed as incurred. All other financial instruments are adjusted by transaction costs incurred on acquisition and financing costs, which are amortized using the straight-line method.

Financial assets are assessed for impairment on an annual basis at the end of the fiscal year if there are indicators of impairment. If there is an indicator of impairment, United Way of KFLA determines if there is a significant adverse change in the expected amount or timing of future cash flows from the financial asset. If there is a significant adverse change in the expected cash flows, the carrying value of the financial asset is reduced to the highest of the present value of the expected cash flows, the amount that could be realized from selling the financial asset or the amount United Way of KFLA expects to realize by exercising its right to any collateral. If events and circumstances reverse in a future period, an impairment loss will be reversed to the extent of the improvement, not exceeding the initial carrying value.

United Way of KFLANotes to Financial Statement (continued)

40


4. Long-term investments (a) Investment in 417 Bagot Group: United Way of KFLA has a one-half interest in a joint venture, the 417 Bagot Group (“Group”), together with another agency (K3C Community Counselling Centres) to own and manage the building in which the two agencies carry on their operations. The investment in the joint venture is recorded on the equity basis which reflects the net income or loss of the Group for the year ended December 31, 2014. The following information represents United Way of KLFA’s proportionate share of the assets, liabilities, revenue over expenses and cash flows in this joint venture:

Short-term investments are invested in a manner to allow the organization to access funds for operational needs on short-term notice with minimal investment risk.

During the year, $400,000 of Guaranteed Investment Certificates were cashed in to purchase an additional interest in 417 Bagot Group in the amount of $200,000, and to provide cash flow for operations.

Liabilities and Co-tenants’ Capital

Accounts payable and accrued liabilities $ 5,179 $ 3,808Current portion of long-term debt 7,317 –Long-term debt 139,776 20,513Co-tenants’ capital 306,007 203,924

$ 458,279 $ 228,245

2014

2013

Assets

Cash $ 37,040 $ 20,375Accounts receivable 11,136 2,046Due from related parties 1,681 2,109Capital assets 408,422 203,715

$ 458,279 $ 228,245


2014

2013

Royal Premium Money Market Fund $ 61,589 $ 60,910RBC Guaranteed Investment Certificate - 1% maturing in December 2015 400,000 800,000

$ 461,589 $ 860,910

2014

2013

2013 Campaign $ 335,525 $ –2012 Campaign 9,502 339,934

2011 Campaign – 14,982

Less allowance for pledge losses 60,000 60,000

$ 283,027 $ 294,916

3. Pledges receivable

2. Short-term investments


41


The two participants in the joint venture are jointly and severally liable for a loan. As at December 31, 2014, the principal balance of the loan in aggregate is $294,186 (2013 - $61,538). During the year, 417 Bagot Group borrowed additional debt for the purpose of major renovations and building maintenance required by the facility.

(b) Financial investments:

As per the United Way of KFLA’s Investment Policy, short-term needs require short-term solutions, such as cash accounts (extremely liquid cash) or low risk fixed income type of investments. Longer term needs, may allow time to invest in equities, which generally have higher short-term risks but better long-term growth potential.

Unrestricted reserves are to be invested in a manner that when needed, the investments can be converted to cash on short-term notice with minimal investment risk.

Restricted reserves may be invested in longer term investments to grow the investment pool by at least the annual rate of inflation.

Endowment Fund will follow the investment strategy as per Community Foundation for Kingston & Area.

2014

2013

Mutual funds $ 1,281,553 $ 1,195,185

Investments held with the Community Foundation for Kingston & Area 726,561 638,778

$ 2,008,114 $ 1,878,963

There are no significant differences in accounting policies between 417 Bagot Group and United Way of KFLA. The amount reported as long-term investment on the Statement of Financial Position is determined as follows:

2014

2013

Contributions since commencement $ 146,086 $ 146,086Gain in earnings since commencement 80,498 57,838Reallocation of co-tenants’ capital up to one-half share 101,960 –

Payment of market value in excess of book value for one-third share up to one-half share

98,040 –

Major repairs funded by the replacement reserve (22,537) –

$ 404,047 $ 203,924



Cash provided by (used in)

Operating activities $ 6,441 $ 24,173Financing activities 116,324 (16,761)Investing activities (116,288) –

2014

2013

Excess of revenue over expenses

Revenue $ 82,087 $ 54,067Expenses 59,427 39,652

$ 22,660 $ 14,415

(a) Investment in 417 Bagot Group (continued)

42


6. Accounts payable and accrued liabilities

Included in accounts payable and accrued liabilities are government remittances payable of $6,146 (2013 - $1,030), which includes amounts payable for harmonized sales tax and payroll-related taxes.

2014

2013

Accounts payable and accrued liabilities $ 117,774 $ 95,860Donor designations 472,962 466,071Grants payable 25,140 28,500

$ 615,876 $ 590,431

2014

2013

Opening balance $ 5,150 $ –Receipts – 190,000Disbursements (5,150) (184,850)

Ending balance $ – $ 5,150

7. Monies held in trust In 2007, United Way of KFLA entered into a contract with the Corporation of the City of Kingston ( “City”) to provide services, on a trust basis, to administer the Healthy Community Fund. The services include:

(a) administration of the Healthy Community Fund application process; (b) determination and approval of grants from the Healthy Community Fund; (c) contracting with successful applicants as an agent of the City; and (d) issuing approved grants and tracking fulfillment of conditions of each grant.

5. Capital assets Cost Accumulated

amortization2014 Net book

value2013 Net book

value

Furniture and equipment $ 79,042 $ 68,679 $ 10,363 $ 10,904Telephone system 43,537 37,255 6,282 –Computer equipment 127,509 126,607 902 3,124Computer software 73,663 49,980 23,683 28,583Leasehold improvements 8,999 8,317 682 1,042

$ 332,750 $ 290,838 $ 41,912 $ 43,653

Cost and accumulated amortization of capital assets at December 31, 2013 amounted to $318,340 and $274,687 respectively.



43


2014

2013

Contingency Reserve Fund $ 130,000 $ 130,000United Way Agency Funding Reserve 125,167 325,167

Youth Homelessness Reserve 163,500 –

Balance, December 31 $ 418,667 $ 455,167

(a) Contingency Reserve Fund:In accordance with policy, the balance in the reserve is to be maintained at a maximum of 10% of the operating budget or three months of payroll commitments, whichever is higher. Contingency reserve funds are intended for contingency purposes, to be accessed only after formal approval by United Way of KFLA’s Board of Directors.

(b) United Way Agency Funding Reserve:In accordance with policy, the balance in the reserve fund is to be maintained at a maximum of $300,000 or three months of funding whichever is greater. United Way Agency Funding Reserve funds are internally restricted and are intended for agency allocation purposes, to be accessed only after formal approval by United Way of KFLA’s Board of Directors.

During the year, a withdrawal of $200,000 was made from the United Way Agency Funding Reserve to fund an additional investment in 417 Bagot Group. In 2014, United Way of KFLA purchased one-half of the one-third share of 417 Bagot Group that was previously held by Home Base Housing. It is the intention of United Way of KFLA to repay this reserve in the amount of $20,000 per annum in each of the next ten years.

(c) Youth Homelessness Reserve:During the year, the Board of Directors approved an allocation of $163,500 to a reserve to support youth homelessness projects in the future.

9. ReservesReserves consist of:



2014

2013

Excess of expenses over revenue: Amortization of capital assets (16,150) (13,764)

Net change in investment in capital assets: Purchase of capital assets $ 14,409 $ 6,223

2014

2013

Capital assets $ 41,912 $ 43,653

8. Invested in capital assets(a) Investment in capital assets is calculated as follows:

(b) Change in net assets invested in capital assets is calculated as follows:

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12. Areas of service designationsThe amount of $187,092 (2013 - $180,312) represents designations to areas of service through the Campaign 2012 Donor Choice program. These designations were collected through payroll pledge received through the calendar year 2013, and were paid out during the 2014 process of determining agency allocations.

13. CommitmentsUnited Way of KFLA has entered into a lease with the 417 Bagot Group, a related joint venture, for use of its premises at 417 Bagot Street, Kingston. This lease requires monthly payments of $4,586 and has no pre determined expiration date.

United Way of KFLA also leases various office equipment under various leases.

14. Related party transactionsUnited Way of KFLA has a one-half interest in a joint venture, the 417 Bagot Group, as detailed in note 4 to these financial statements. United Way of KFLA rents premises from the joint venture as disclosed in note 13.

These transactions are in the normal course of operations and are measured at the exchange amount, being the amount of consideration established and agreed to by the relevant party.

15. Employer-employee group planUnited Way of KFLA is a participant in a group registered retirement savings plan. United Way of KFLA contributes, on behalf of each eligible employee, an amount equal to the employee’s contribution to a maximum of 5% earnings. During the year, United Way of KFLA expensed $36,117 (2013 - $28,777) under this group registered retirement savings plan arrangement.

The minimum annual lease payments for the next five years are as follows:

2015 $ 63,1692016 62,3222017 59,7792018 59,7792019 55,030

$ 300,079

10. Direct expenses in revenueUnited Way of KFLA has netted direct expenses related to specific events that are run by United Way of KFLA against revenue. The total direct expenses included in revenue on the Statement of Operations are as follows:



Events revenue Direct expenses 2014 Net 2013 Net

Campaign revenue $ 49,699 $ 27,865 $ 21,834 $ 17,723

11. Pledge loss

2014 2013

Pledge loss – current year campaign $ (60,000) $ (60,000)Recovery (pledge loss) – relating to 2012 and earlier campaigns (5,884) 13,896

$ (65,884) $ (46,104)

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2014 2013

Fundraising 33% 46%Program 28% 23%Community impact initiatives 39% 31%

100% 100%



16. Financial risks and concentration of riskAs a result of holding financial instruments, United Way of KFLA is exposed to investment risk, market risk, interest risk and credit risk. The following is a description of those risks and how United Way of KFLA manages its exposure to them.

(a) Investment risk management:Risk management relates to the understanding and active management of risks associated with all areas of the business and the associated operating environment. Investments are primarily exposed to interest rate and market risk. United Way of KFLA mitigates these risks with an investment policy designated to limit exposure and concentration while achieving optimal return within reasonable risk tolerances.

(b) Market and interest rate risk:The risks associated with the investments are the risks associated with the securities in which the funds are invested. The value of equity securities changes with stock market conditions, which are affected by general economic and market conditions. The value of securities will vary with developments within the specific entities which issue the securities. The value of fixed income securities will generally rise if interest rates fall and fall if interest rates rise. Changes in interest rates may also affect the value of equity securities.

(c) Credit risk:Credit risk refers to the risk that a counterparty may default on its contractual obligations resulting in a financial loss. United Way of KFLA is exposed to credit risk with respect to the pledges receivable, accounts receivable, short-term investments and certain of its long-term investments. United Way of KFLA assesses, on a continuous basis, pledges receivable, accounts receivable, short-term investments and certain of its long-term investments and provides for any amounts that are not collectible. United Way of KFLA has provided for certain pledges receivable as disclosed in note 3. United Way of KFLA has determined that there is no impairment to the accounts receivable or the relevant investment balances as at December 31, 2014.

17. Re-allocation of administration expensesGeneral management and administrative expenses are re-allocated between fundraising expenses, program expenses, and Community Impact Initiatives expenses based on the organization’s budget allocation at the beginning of the year in which the administrative expenses are incurred. This re-allocation is based on pro-rated staff time.

In 2013, a large amount of staff time was required in fundraising related to the Kingston Penitentiary tours which resulted in a higher ratio of administrative costs. Conversely, during 2014, the Board of Directors made a decision to allocate more staff time to the areas of poverty reduction and youth homelessness which resulted in proportionately less time spent in the area of fundraising.

46


18. Management of capitalUnited Way of KFLA defines its capital as the amounts included in its net assets.

Contributions restricted for endowment consist of externally restricted donations received by United Way of KFLA. The endowment principal is required to be maintained intact. The investment income must be used in accordance with the various purposes established by the donors. United Way of KFLA ensures, as part of its fiduciary responsibilities, that all funds received with a restricted purpose are expended for the purpose for which they were provided.

United Way of KFLA manages the net asset structure and makes adjustments in light of changes in economic conditions and the risk characteristics of the underlying assets.

United Way of KFLA’s objective when managing capital is to safeguard its ability to sustain itself as a going concern so that it can continue to provide the appropriate level of benefits and services to its beneficiaries and stakeholders. A portion of United Way of KFLA’s capital is restricted in that the organization is required to meet certain requirements to utilize its externally and internally restricted net assets, as described in note 9 for Reserves. United Way of KFLA has internal control processes to ensure that the restrictions are met prior to the utilization of these resources and has been in compliance with these restrictions throughout the year.

Management and the Board of Directors carefully considers fundraising campaigns, grants, sponsorship and investment income to ensure that sufficient funds will be available to meet United Way of KFLA’s short and long-term objectives.

United Way of KFLA monitors its financial performance against an annual budget. In the event that revenue declines, United Way of KFLA will budget for reduced distributions and reduced operational expenses.

19. Comparative informationCertain comparative information has been reclassified to conform with the financial statement presentation adopted in the current year.



47


Administration Fundraising Programs 2014 Total 2013 Total

Direct costs: Salaries and benefits $ 230,373 $ 262,068 $ 219,306 $ 711,747 $ 650,222 Other direct costs 67,222 84,226 23,166 174,614 169,822

297,595 346,294 242,472 886,361 820,044

Amortization of capital assets 16,150 – – 16,150 13,764 General office – – – – 5,015 Occupancy costs 11,431 12,431 10,430 34,292 29,398

Total expenses before reallocation of administrative expenses and cost recovery

325,176 358,725 252,902 936,803 868,221

Reallocation of administrative expenses(note17)

(325,176) 107,308 91,049 (126,819) (57,470)

Cost recovery – (20,834) (6,558) (27,392) (12,753)

Total expenses $ – $ 445,199 $ 337,393 $ 782,592 $ 797,998

Schedule 1

United Way of KFLA

Administration, Fundraising & United Way Program Expenses


48


Schedule 2

2014 % 2013 %

Direct costs:

Success by Six $ 63,917 19.0 $ 65,050 19.0

Leadership Development Volunteer Centre 92,392 27.0 92,439 27.0

Homelessness 50,608 15.0 51,355 15.0

211 Program 17,654 5.0 17,118 5.0 Poverty Reduction 113,198 34.0 116,405 34.0

337,769 100.0 342,367 100.0

Re-allocation of administration expenditures (schedule 1) 126,819 57,470

$ 464,588 $ 399,837

United Way of KFLACommunity Impact Initiatives


49


Participation Awards Participation Awards are based on employee contributions. For workplaces with more than 6 employees.

Platinum A minimum 90% participation and $100 per capita

GoldA minimum 75% participation and $75 per capita

Silver A minimum 65% participation and $65 per capita

Bronze A minimum 50% participation and $50 per capita

Special AwardsMost Improved Awards Given to employee campaigns with the greatest percent increase in each sector.

New Campaign AwardsPresented to workplaces that have run an employee campaign for the first time.

Labour Awards Given to union locals that increase their support and their participation in workplace campaigns.

Spirit of Community Awards Given to organizations that reached out to the broader community, raising significant funds for the campaign.

Achievement AwardsKeystone AwardsWorkplace Campaigns that raise $250,000 or more

Limestone AwardsWorkplace campaigns that raise $100,000 to $249,999

Sandstone AwardsWorkplace campaigns that raise $50,000 to $99,999

Cornerstone AwardsWorkplace campaigns that raise $25,000 to $49,999

Britton Smith Foundation Leadership AwardsRubyWorkplaces with more than 40 Leaders of the Way

Emerald Workplaces with 25-40 Leaders of the Way

Diamond Workplaces with 10-24 Leaders of the Way

SapphireWorkplaces with 5-9 Leaders of the Way

Campaign Awards

50

For a full listing of our Campaign Award recipients, please visit our website:

www.unitedwaykfla.ca/ get-involved/annual-campaign


Caring Corporations

$50,000 & OverEmpire Life

Homestead Land Holdings Ltd.

$20,000 - $49,999INVISTA (Canada) Company

Novelis Inc.

RBC Financial Group

$10,000 - $19,999Assurant Solutions

CIBC

Cruickshank Construction

DTZ Eastern Ontario Limited

E.I. du Pont Canada Company

JBL Jensen Building Ltd.

Morven Construction Ltd.

Northland Power Kingston Generating Station

Union Gas Ltd.

$5,000 - $9,999Barr Homes

BMO Financial Group

Canadian Tire Kingston Township

Costco

Fusetek

Goodyear Canada Inc.

Great West Life Assurance Company

Scotiabank Financial Group

$1,000 - $4,999Amherst Roofing & Sheet Metal Ltd.

Bayhill Development Ltd.

Bell

Bell Media Kingston

Bell Technical Solutions

Bertoia Lathing Co. Ltd.

Best Buy

Collins Blay LLP Chartered Professional Accountants

Continental Conveyor (Ontario) Ltd.

Corus Entertainment

Cunningham, Swan, Carty, Little & Bonham LLP

Daltco Electric

Eli Lilly Canada Inc.

Environmentall Contracting Services

Farm Credit Corporation

Future Shop

Home Cardiographics Inc.

Hybrid Construction

Hydro One

Joe Andre Masonry Ltd.

K.B. Homes Ltd.

Kingston Community Credit Union

Kingston Dodge Chrysler (1980) Ltd.

Kingston Monuments

Koven Lifestyle Real Estate

M. Sullivan & Son Limited

Mackillop Law Professional Corporation

McCann Farm Automation Ltd.

Ontario Power Generation

Parsons

Petrie Ford Sales

Pinchin Ltd.

Realty Source Inc.

Rogers Radio Group Kingston

Reliance Home Comfort

Sensient Colors Canada Ltd.

Sharbot Lake Pharmacy Ltd.

Shoalts and Zaback Architects

Strathcona Paper Manufacturing

Sun Life Financial Kingston

Susan Creasy Financial Inc.

Swish Maintenance Limited

Target

TD Bank Financial Group

TransAlta

UPS

WorleyParsons

FoundationsThe Tenaquip Foundation

Fondation J. Armand Bombardier

Cook Callender Sayeed Foundation

Dr. Samuel S. Robinson Charitable Foundation

Gill Ratcliffe Foundation

Quickie Community Foundation

Sisters of Providence of St. Vincent de Paul

$500 - $999Andola Fibres Limited

Pan Chancho Bakery

Coach Canada (Trentway-Wagar)

The Co-Operators Group Ltd.

Corsi M. Construction Ltd.

Domar Trailers 1985 Ltd.

Manley Financial Group

National Bank of Canada

Robinson Innovations

Sousa Ready Mix

St. Lawrence Cruise Lines Inc.

Taugher Mechanical & Controls Systems

Templeman Menninga LLP

Toromont CAT

Upper Canada Commercial Insurance Group

Windmills

Thank you to the corporations & foundations for their tremendous support and leadership. The following organizations generously donated to the 2014 campaign.

51


Event SponsorsAmbassador Hotel & Conference Centre

Bell

Canadian Tire Corporation

Cancoil Thermal Corporation

City of Kingston

CUPE Local 7548

Edward Jones Investments

Empire Life

Hydro One

Investors Group Financial Services

KPMG LLP

Pan Chancho Bakery & Café

RBC Financial Group


Sir John’s Public House

Taylor Automall

TD Canada Trust

Tim Hortons Kingston

Tyroute Communications Inc. (Telus)

Upper Canada Commercial Insurance

Wilkinson & Co. LLP

Media SponsorsBell Media Kingston

98.3 FLY FM

98.9 The DRIVE

Corus Entertainment

FM 96

104.3 Fresh Radio

CKWS TV

Kingston Publications

Kingston This Week

Profile Kingston

Rogers Radio Kingston

K-Rock 105.7

Country 93.5

KISS 102.7

snap’d Kingston

Station 14

Sun Media Kingston Group

The Kingston Frontenac-EMC

TV Cogeco

Banner SponsorsCapital Movers & Storage

Empire Life


Kingston Home Base Non-Profit Housing

INVISTA (Canada) Co.

K3C Community Counselling Centre

KPMG LLP

Lafarge Canada Cement

Ontario Power Generation

Providence Care

Queen’s University

RBC Financial Group

Robinson Innovations


TD Canada Trust

Loaned Representative Program SponsorsCorrectional Service Canada


Ministry of Transportation

CFB Kingston

Novelis Specialty Products

Caring for Others SponsorsKingston & District Labour Council (KDLC)

RDR Financial Services

Leadership Development Services Workshop SponsorKPMG LLP

Volunteer Centre AwardsInvestors Group

Sponsors

United Way partners with local businesses and organizations to help them achieve their philanthropic giving objectives as part of their Corporate Social Responsibility outreach. Sponsorship of United Way events and materials is

an excellent way to show support of the community, and keep costs low.

52


Leadership GivingIn 2014, 471 Leaders of the Way donated over $1.2 million. Thank you to all our Leaders of the Way for your generous support. In 2014, our United Way adopted the new national Leadership Giving levels outlined below:

Leadership

Challenge GrantIn 2014, John and Diana Weatherall generously provided a Leadership Challenge Grant to encourage Leadership level gifts. The Grant provided an incentive for donors to increase their giving and become Leaders of the Way or for Leaders to increase their giving by 10%.

2014 Leadership Honour RollPhilanthropists ($25,000+)A. Britton SmithMac Voisin & Marcela BaharJohn & Diana Weatherall

Platinum ($10,000 - $24,999)John & Nancy Burge

Rene & Cheryl Doornekamp

Peter & Marisa Finnegan

Drs. Mike & Renée Fitzpatrick

Les Herr & Susan Nicholson

Jorgen Jensen

Peter Kostogiannis

Douglas Mason & Erin McCormick

Joseph Pal

Julie & Jim Parker

Alexander Sellers

Dr. Carol A. White

Gold ($5,000 - $9,999)Nicholas & Martha Bala

Bert Barr

Brent Barr

Dr. W.J. Beck & Dr. M.J. McCracken

Dr. & Mrs. Russell Boyce

In honour of Dental Societies of

Kingston, Quinte, Brockville

David Bruce & Heather Murray

Kathy Burke & Family

Bernard Burkom

Peter & Anne Case

Elaine & Michael Davies

Steve de Guise

Dr. William T. Depew

Elwin Derbyshire

W. Craig Ferguson

Doug & Penny Hogeboom

Marcel & Judith Labbé

Donald Maclachlan

Dr. Tom Mawhinney

Rakesh & Bhavana Varma

Richard & Susan Ward

John & Kim Wright

Margaret Zakos

4 Anonymous Gold Level donors

Silver ($2,500 - $4,999)Mark & Tracy Airhart

Diane Arthur

Carrie M. Batt

Jane Bayly

Lorna C. Boag

Dr. Elizabeth A. Brown

Peter & Jane Candlish

Lynn & Richard Cilles

Gregory & Shelley Clancy

Richard Cleaver

William Cooper

Kim Donovan

Hank & Sheri Doornekamp

Dr. John W. Drover

Lisa & Doug Elliott

Albert & Christa Fell

Ian M. Fraser &

Janine Schweitzer

Teresa & Edward Gibson

Anthony Goerzen

Carl & Elizabeth Hamacher

Dr. David A. Hanes

Jane Kirby

Marina Lee

Steve MacCharles &

Helen Robinson

Krystal Mack

Katherine & Paul Manley

Eric Marcotte

Jeff & Kimberley McCord

Jeff & Allison McEwen

Anthoné Joseph McGee

Joy & Richard McNevin

Rick Melanson

Francis H. Milledge

Stephen Oikawa & Jill Scott

Suzanne Parks

Donald Pringle

Allen Prowse & Catherine Nicol

David & Valerie Robb

Janet & Walter Rosser

Hugh & Donna Segal

Dr. Geris Serran

Beth Simons-Chambers

Britton C. Smith

Janet Smith

Christopher & Nancy SprouleJean & Bernard TrotterPeter & Anne TrousdaleLee Wetherall & Chris GalbraithIn Memory of Roberta Whitehead

6 Anonymous Silver level donors

Honour Roll

53

Philanthropist Circle ......$25,000+

Platinum ............$10,000 - $24,999

Gold ........................$5,000 - $9,999

Silver ...................... $2,500 - $4,999

Bronze ....................$1,200 - $2,499


Bronze ($1,200 - $2,499)Marion C. Abell

Dr. Vivian C. & Pamela J. Abrahams

Jay Abramsky

Shirley Abramsky

Paige Agnew

Jan Allen

Sarah Allinson

Bruce Anderson & Andrea Lawn

Bill & Dorie Anglin

Elaine Armstrong

J. Arp

David Athersych

Shelley Aylesworth-Spink

Cheryl & Larry Azulay

R.E. Babcock

Peter & Bev Bacon

David Ball

Chris Barber & Fran Lamy

Elizabeth A. Bardon

Janice & Julian Barling

Dr. Carol A. Beatty & James Bulloch

Rosamond & Glenn Bechtel

Lindsey Belch

Theressa K. Bell

Fred Benford

Gary & Cheryl-Anne Bennett

David Berg

Roland & Susan Billings

Christine Blais & Mike Sander

Anita Blommestyn

Carolyn Blommestyn

Robert & Joanne Blommestyn

Ryan Boehme

Hugues Bonin

Cheryl Boone

Scott Botting

Dr. & Mrs. Hugh Bright

Dr. Maureen Briscoe

Dr. Gary & Marjorie Burggraf

Tony Button & Adèle Lafrance-Button

Barbara Caldwell

Dr. Ian Cameron

J.L. Campbell

Charles Campling

William T. Cannon

Anthony Capon

Mary Ellen Card

Linda Carey

Karen Caron

Col. François Chagnon

Nancy Churchman

Scott Clancy

Doug & Barbara Clark

Miranda E. Clark

Lynne & Peter Clarke

Father Don Clement

Dolorès Cléroux

P & T Colbourne

Alex Conant

Bill & Lois Corbett

Whitney & Gavin Cosgrove

Richard & Jacquie Costron

Alan & Barbara Crago

David Craig

Trish Crawford

Gord Crothers & Liz Rutherford

Michael F. Crowley

Charles & Nancy Cuffari

Rob & Denise Cumming

Robert & Linda Dalrymple

Peter & Lucille Davies

Caroline Davis

Mike Degrace

Lesley & John DiPaolo

Chris Eggink & Danna Dobson

Bill Dobson

Richard & Wilma Dodds

The Doig Family

Daren Dougall

Kevin Dowling

Steve Dowling

Maura Doyle & Ken Munneke

Shai Dubey

Jacalyn Duffin & Robert Wolfe

Dr. Paul Dungey

Cathy Dunne

Sheila Dyne

Scarlet & Lee Eyles

Walter Fenlon

Simonne & Guy Ferguson

Susan Fitzpatrick

Allen & Barbara Fletcher

Frances & Jim Flett

Luke & Jenn Follwell

Ana Maria Fonseca

Paul Fortier

John & Hazel Fotheringham

Lana Foulds

Chris Frank

Mark Frederick

Josephine Fuller

Lise Gallagher

Colleen Gareau

Pierre & Katherine Gaumond

Mark & Vanessa Gerretsen

Veronica Lynn Gibson

Sudeep Gill and Family

Marc & Natasha Girard

Jenn & Sam Goodwin

Alicia Gordon

David L.A. Gordon

John & Virginia Gordon

Ann Gow

Nicholas Graham

Ryan & Shannon Graham

Laurie Greenidge

Mark Greenwood

Michael & MaryEllen Greenwood

John Grenville & Sue Bazely

Jason-Emery Groen & Jen Grasse

Lisa Hallsworth

Theresa Harper-Dubé

Tom & Barb Harris

In Memory of George & Jean Harrop

Roger & Anna Healey

Richard Heiden

Alf & Cathy Hendry

Dr. Willa Henry

Tina & Kylie Hinch & Family

Tim & Kim Hockey

Mr. & Mrs. Hope-Simpson

Dan & Lori Huber

Peter Huigenbos

Jon & Marie Hulse

Gerard Hunt

Lanie Hurdle

Bruce & Linda Hutchinson

David Illingworth

Bruce D. Jeffery

Harry & Anne Jemmett

Vilayil & Jackie John

Carole Johnson

John Johnson

Moe Johnson

Peter Johnson

Brad Joyce & Susan McWilliams

Speros & Petula Kanellos & Family

Kimberly L. Kay

Robert & Roxanne Kempe

David Keneford

Desiree Kennedy & Carl Hare

Grace & John Kennedy

54


Dale & Lorraine Kenney

Steve, Katy & Alex Kimpton

Sheila & Peter Kingston

Tim Kingston & Tamara Kayfetz-Kingston

Scott & Deanna Knight

Tony Kostogiannis

Adam Koven

Gilles M. Larochelle

Sandy & John Lebert

Maurice & Gail Leeder

David & Diane Leeson

Denis Leger & Kim Ball

William & Claire Leggett

Wendi Lindsay

Jan & Hal Linscott

John Linscott

Anne Topper & Geoff Lockwood*

Darryl F. MacDermaid

Lori MacDonald

Michael MacGregor

Dr. A.W. MacLean

Christopher Macrae

Denis Magnusson

Peter Makula

Isabelle & David Malcolm

Lynne Manuel

Gary & Sherri McCabe

Dean Mccormac

Chris & Lisa McCoy

Susan McIntyre

Dr. Lawrence McDonough

Rob McKnight

Bill McLatchie & Laureen Snider

David & Jean McLay

Antje McNeely

David* & Anndale McTavish

Connie McVeigh

Margaret & Peter Merkley

Karl Michaud

Deborah Miller

Peter Milliken

John & Shelagh Mirski

Lance Mooney

Jeff & Francine Moore

Kathryn E. Moore

Kieran Moore

Evelyn Morin

Bruce Morris

Merrilees Muir

Mary Murphy

Patrick & Chris Murphy

Turgut Mutel

Bernadette Myslicki

Neil & Mary Neasmith

Dennis Newhook

Dan Norman

Kathleen Norman

Jordan O’Neil

Al Orth

Christine Overall

The Packman Family

David E. Parker

Joel Parlow & Family

Joseph & Elizabeth Pater

William & Anne Patterson

Thomas Peters

Elaine Peterson

Bruce Pettipas

Greg & Karen Phillips

Chris & Lisa Phippen

Eyre Purkin Bien & Family

David Rappaport

James Rasmussen

Elinor Gill Ratcliffe

Vic & Peg Reed

Jack & Linda Reed

Jim & Martha Reid

Peggy Reid & Sandy Boag

Wendy & Robert Reid

Kim & Sean Reynolds

Nicole Robertson

John Romard

S. Roques

Charlotte & Paul Rosenbaum

Jamie & Diane Ross

Stephen & Rosalie Roughton

Dr. Alan F. Rumsey

Sonny & Gillian Sadinsky

Lisa Sansom

Mark & Joanne Santoni

Janice Saunders

Michael Sayer

Michael Scrannage & Karen Charlton

Bradley See

Ian Semple

Catherine Shakell

Tara Sharkey & Ted Hsu

Sandy Sheahan

Gord Simons

Duncan & Leona Sinclair

Jill E. Sinclair

Martin & Michelle Skolnick

D. Sloboda

Barry R. Smith

Karen & Matt Smith

Marilyn & Jerry Springer

James & Anne Stanley

Ron Stenzl

Mark Sylvia

Robert H. Thomas In Memory of Bonnie J. Thomas

Carrie Thompson

Leslee Thompson

Peter & Nancy Timan

Rowland Tinline

Tom Tinney

Peter & Heather Tobias

Julie & Phil Tompkins

Francine & Rob Turnbull

Matthew & Joanne Van Nest

Walter & Elaine Viner

M. Denyse Walker-Hand

Greg Wanless & Kathryn MacKay

Jonathan Warren

Weatherby Family

Robert Weisnagel

Mike Welker

Dr. Hans Westenberg

Theresa Westfall

Bernice Westlake

Cathy Wherry

Colin Wiginton

Terry Willing

Alexander & Elizabeth Wilson

Dr. Ruth Wilson & Dr. Ian Casson

Janet Lee & Rob Wood

B.M. Worrall

Gerard Wyatt

54 Anonymous Bronze level donors

For a listing of Friends and Builders of the Way donors who give between $500 and $1,999, please visit our website:


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*deceased in 2014


Eternity Fund Supporters Paul Banfield Peggy & Ted Davidson Mike Deschesne W. Craig Ferguson Marsha Gormley Katherine & Paul Manley Mary-Alice Thompson Robert & Bonnie Thomas Bhavana & Rakesh Varma

Estates Estate of Charlotte AbbottEstate of Emma ClenchEstate of Beatrice CohenEstate of Eleanor CrossmanEstate of Hugheen FergusonEstate of Gelindo De ReEstate of Shirley MactavishEstate of Esther MahoodEstate of Helen MahoodEstate of Mary McLeanEstate of Katherine Ross MuirheadEstate of Rose OliverEstate of Margaret ReidEstate of Brendan SavageEstate of Alan Richard Travers

Planned GivingAsk us how you can continue the tradition of giving!The Eternity Fund is the permanent endowment fund of the United Way. When you make a donation to the Eternity Fund, the money is invested and the principal is preserved. Only the income earned is used to support essential services and programs, ensuring your gift will benefit future generations. Assets of the Eternity Fund are professionally managed by the Community Foundation for Kingston and Area.

Eternity FundUnited Way’s

United Way’s Endowment FundThe Eternity Fund will provide a reliable stream of income well into the future, ensuring that the tradition of caring in our community continues for today’s children and tomorrow’s residents.

In addition to the annual campaign, the United Way has established a permanent Endowment Fund so donors have the option to invest in the future.

United Way is a vital force in our community, providing support 365 days a year to residents in KFL&A. Whatever challenges face our community, we want our United Way to be able to address the issues, provide the necessary support and continue to work with the community on root causes of social issues.

How Your Gift Can Help Your Community and YouEvery year, the investment income from the Eternity Fund provides grants to social service agencies and programs in our community, with a focus on new and emerging needs. Because only the income is used to fund these programs, your gift will ensure the United Way can continue to make long-range plans to improve the quality of life in our community. So, whether the future brings economic hardship or a local care crisis, the United Way will be there to lend a helping hand.

If you have already made a provision for United Way in your estate plans, please let us know so you can be part of the Eternity Fund Community.

There are many benefits to sharing this information with us.

• We can help to ensure your gift can be accepted and used as intended by making sure that the appropriate gift structure, acknowledgement and instructions are captured in the terms of your gift

• We can advise you on any special considerations or issues related to your gift plan that may need to be addressed so that your gift is eligible for charitable tax receipt

• Most importantly, joining the Eternity Fund Community allows us to thank you and celebrate your generous gift plans for United Way, inspiring others to participate

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When you give to the United Way, you can

rest assured that your gift will be invested

wisely where it can have the most impact.

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The United Way serving KFL&A is committed to being an environmentally responsible organization. This document is printed on Rolland50 – 50% post-consumer recycled, Environmental Choice Certified, Processed Chlorine Free paper made with bio gas energy.


417 Bagot StreetKingston, ON K7K 3C1Tel: 613-542-2674Fax: [email protected]

2014 Annual Report - United Way of KFL&A...Human Care Services Human care services will be available...

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