Together, we are possibility.

ANNUALREPORT2014

United Way 2014 Annual Report2

Message from Board ChairThe year 2014-15 has been another year filled with change and renewal for our United Way. We’re celebrating our 65th year as an organization here in the Valley and reached a record setting campaign of just under 1.4 million dollars. I would like to begin my message with a heartfelt thank you to all our Donors, Volunteers and Staff for making this a great year of impact within the region.

It was just a little over a year ago our new Executive Director, Shelley Gilmore, joined our team. We feel so lucky to have her on board as she works with her dedicated staff and group of volunteers to revitalize our brand and build a collaborative spirit within our region. It goes without saying that we have a highly engaged workforce and a wonderful group of volunteers to help us move this important work forward.

It has been my privilege to serve as the Chair of the Board of Directors again this year.

I would like to extend my sincere appreciation for all our Board Members and their dedicated service over the past year. There is no better way to feel a sense of community, than to work with a dedicated group of people who have a focus on creating capacity, building healthier communities and raising awareness of the great needs within our region.

As we look to our future and the challenges we face, it is going to take a team of highly engaged individuals to get it right with our community partners and each other. We need to build a collaborative approach to getting things done. We must improve on our communication style and open our minds to change. Our pace must increase to help us accomplish our goals and we must do things just a little differently than we have in past.

As we reflect on our 65 years within this region, we realize we have a strong foundation from which to learn and frame our future as an organization and movement. We have great confidence in the future of our United Way. It will come as no surprise when I say “our pace must increase”, “our goals must stretch us”, “our focus must be laser like” if we expect to truly make long lasting impact within our region. We have organizations and individuals counting on us to lengthen our stride as we stay current and relevant as a movement. I know we can do it! We need each one of our donors, volunteers and community partners to be our strongest advocates.

We are delighted to share this community report and celebrate our success with each one of you. We are aligned to our vision of building a healthier community for all to live and I invite you to volunteer, to donate and to make a positive impact within your community.

Bruce Olsen, Board Chair

Message from Executive DirectorCreating opportunities for change in a community can only happen through many hands and many minds. For 65 years, United Way CSO has been working in our valley, on behalf of our donors and with many agencies and many other community minded individuals and corporations to help people, to make a difference. In 2014, United Way invested $1,032,000 back into our region – changing the lives of children, youth, families, men and women and our seniors – sometimes at the most desperate and vulnerable times of their lives. People wanting to make a difference have trusted United Way CSO for these 65 years to invest on their behalf – make a difference in community, be in the know about community issues and build the relationships necessary to truly affect change.

Our volunteers make what we do possible. We were very fortunate to be acknowledged by the City of Kelowna as the 2014 Volunteer Organization of the Year – with our small army of dedicated volunteers numbering in the 100’s, with significant increases in our numbers in the past 6 months.

Our donors create the possibility. Our donors, many of whom have been with us for a long time, but also those that have joined us this past year, afford us the opportunity to identify and affect the need in our communities. Creating possibility with their trust in a united effort, through the United Way.

In 2014, we began a dedicated process of change – change for the better, changes to make our organization stronger, more dedicated to a vision and we began building for this future. We began putting the pieces into place to move our organization toward a stronger position of ensuring heightened impact with our investments. We are not merely funding agencies, we are elevating dreams, we are supporting aspirations, we are investing in the future and working to build a stronger and healthier community for everyone that lives in the communities we serve. To look forward is a critical part of any decision making process and your United Way is looking forward, is thinking strategically, has its eye on what is possible and is building the relationships and business case for the future of our communities.

Shelley Gilmore, Executive Director

Bruce Olsen Board Chair

Shelley Gilmore, Executive Director

Messages from United Way Leadership

Board of Directors 2014-2015 (from left to right) Shelley Gilmore (Executive Director), Greg McGowan, Kathy Conway, Anne Kirkpatrick, Janet Lawrence, Andrew Brunton, Jennifer Robins, Peter Shannon, Laura Thurnheer, Bruce Olsen, Victor Narynskyyi, Jim Paterson, Carole Gordon; (missing from picture: Darcy Haw, Karen Erickson, Laura Myles)

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Directors:Andrew BruntonCarole GordonGreg McGowanJennifer RobinsKaren EricksonKathy ConwayLaura MylesPeter ShannonJim PatersonVictor Narynskyyi

Board Executive:Bruce Olsen, ChairLaura Thurnheer, Vice ChairDarcy Haw, TreasurerJanet Lawrence Anne Kirkpatrick

United Way Staff:Shelley Gilmore, Executive DirectorAvril Paice, Director of Community InvestmentBonnie Hall, Community Campaign CoordinatorMarianne Dahl, Marketing and Events CoordinatorJeremy Lugowy, Community Engagement AssociateAmanda Turner, Success By 6 Coordinator

VolunteersThanks to you…Changes starts here

United Way CSO was awarded 2014 Volunteer Organization of the Year at the City of Kelowna Civic and Community Awards.

Shown right: Kara Herbert, Office support and event volunteer; UW CSO is so fortunate to have multiple office support volunteers who manage the front desk and office admin tasks throughout the week.

Thank you to all the volunteers who spend countless hours and give of their hearts and minds assisting us in many different ways including: Board of Directors, Leadership Cabinet, Resource Development, Community Investment, Marketing and Event Committees, Community Impact teams, Day of Caring® and Special Event Ambassadors, Office Support, GenNext, Loaned Reps, and Youth Initiative Grants Council.

Community Investment Finance Resource

Development

Janet Lawrence, Chair

Darcy Haw Anne Kirkpatrick, Chair

Greg McGowanLaura Thurnheer,

ChairLaura Myles

Andrew Pritchard Andrew Brunton Kathy Conway

Karen Erickson Peter Shannon Victor Narynskyyi

Carole Gordon Jennifer Robins

Sinead Scanlon Jim Paterson

Tanya Berhardien

Board Sub-Committees:

The people behind the Movement

Kelowna

Penticton

Peachland

Keremeos Osoyoos

OliverPrinceton

Oyama

United Way 2014 Annual Report4

25% Invested in

moving people from poverty to

possibility

27% Invested in all that kids

can be

48% Invested in

helping build strong

communities

Community Impact – Local Giving, Local Results

2014 Impact Statistics

Investments by Focus Area

Youth teams who received funding through Youth Initiative Grants to improve their communities

Distinct communities served in our Region

Agencies receiving United Way investments

Agencies who receive bus tickets for their clients in crisis, through the Emergency Transportation Assistance Program

Hours volunteered to local charities through 76 Days of Caring

People who benefit directly through United Way each year

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22

39

51

3327

85,000

United Way CSO serves all 22 communities within the boundaries of the Central and South Okanagan / Similkameen including Oyama, Lake Country, Kelowna, West Kelowna, Peachland, Summerland, Penticton, Ok Falls, Oliver, Osoyoos, Keremeos, and Princeton.

United Way achieves community impact on priority issues by focusing on 4 key strategies: • Engagingcommunityresources(dollars,influence, time and knowledge). • Influencingpublicattitudes,systemsandpolicy.• Focusingonunderlyingcausesofsocialproblems.• Strengtheningthenetworkofservicesandthe capacity of non-profits and community.

We call this our community impact mission. In recent years, United Way CSO has made great strides in our strategies for investing in impact. Some of the highlights include: • Improvingourapplicationprocess,andensuringconsistent practices across our region. • IntegratingthenewUnitedWayFocusAreasand National Outcomes as our basis for community investment. • MobilizingourhighlyskilledvolunteerstoserveonImpact Teams and our Community Investment Committee, assessing funding applications and guiding our investment strategies. • Conductingsurveysandfocusgroupstofindouthow people are experiencing quality of life in our communities, and to find out from social service agencies about what the United Way National Focus Areas and Outcomes look like in the communities they serve.

Community impact is about achieving meaningful, long-term improvements to the quality of life in our communities, by addressing not just the

symptoms of problems but also getting at the root causes. It’s about making fundamental changes to community conditions.

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Community Fund Investments

Moving people from poverty to possibilityCanadian Mental Health Association – South Okanagan

Similkameen BranchInn from the Cold

John Howard SocietyKelowna and District S.H.A.R.E. Society

Penticton Hospital Auxiliary Meals on WheelsProject Literacy Kelowna Society

Summerland Food Bank and Resource Centre

Building strong communitiesThe Arthritis Society

BrainTrust Canada AssociationCanadian Mental Health Association – Kelowna and

District BranchCanadian National Institute for the Blind

Canadian Red CrossCentral Okanagan Elizabeth Fry Society

CRIS Adaptive AdventuresDesert Sun Counselling

Discovery HouseHands in Service

Kelowna Community Resource SocietyKelowna Family Centre Services Society

Kelowna Women’s ShelterLiteracy Now South Okanagan Similkameen

NeighbourLink Summerland NOW Canada Society

Pathways Abilities SocietyPeachland Wellness Centre Society

Pets and People Visiting SocietySeniors Outreach Services Society

South Okanagan Similkameen Brain Injury SocietySouth Okanagan Victim Assistance Society

Westside Health Network Society

Helping kids be all they can beBuilding Healthy Families Society

Dragonfly Pond Family SocietyKaris Support Society

Kelowna Child Care SocietyOkanagan Boys and Girls Club

Okanagan Similkameen Neurological Society Child Development Centre

Penticton and District Community Resources SocietyReach Out Youth Counselling and Family Services Society

Starbright Children’s Development CentreSummerland Asset Development Initiative

2014 Allocations: Community Investments by Focus Area:

Shown above: Presenting cheques to Discovery House in Penticton and CRIS Adaptive Adventures in Kelowna.

Our United Way provides funding for several types of charitable purposes: • Programsandservices• Coreoperations–thingslikerentorinsurancefor charitable organizations • Shorttermprojectsorevents• Materialstoimprovethelocationofanon-profitorganization (upgrades or emergencies) • Youth-ledprojectstocreatepositivechangeincommunities

All registered charities doing work in our Focus Areas are eligible to apply for United Way funding. Applications are reviewed by our Community Investment Committee and Impact Teams. These are 40+ skilled community volunteers who carefully assess each application, ensuring that dollars are invested where they will achieve the greatest impact, and where they are most urgently needed and where the investment will make a difference for our community.

United Way 2014 Annual Report6

Community Engagement Programs and Initiatives

BDO Canada LLP (Kelowna office) Day of Caring at Arion Therapeutic Farm in Kelowna

United Way Day of Caring®76 projects completed with 820

volunteers contributing 3327 hoursTeams of volunteers from local workplaces mobilize

themselves to make visible improvements at local charities. Examples of projects are raking leaves at a

women’s shelter, packing holiday hampers at the food bank, or giving a Boys and Girls Club a fresh coat of paint.

76PROJECTS

Youth Initiative Grants 13 projects funded to a total investment

of $11,000 in youth impact leadershipA program that supports young people up to age 25 to develop and run projects to improve their communities.

The Youth Initiative Grants program offers both funding and mentorship for the projects created by the youth. In 2014,

this was a partnership with TELUS and Interior Savings Credit Union. In 2015, the partnership is with Central

Okanagan Foundation for Youth (COFFY) and GenNext.

13PROJECTS

Emergency Transportation Assistance Programs

12,000 bus tickets distributed in Central and South Okanagan

United Way partners with municipalities and Regional Districts to offer free bus tickets to charities whose clients

have urgent transportation needs and no safe alternatives. An example would be a single mother who needs to take her child to daycare and go to work. There are more than

60 organizations participating in this program, helping thousands of individuals who experience crisis each year.

12,000BUS TICKETS

Crowe MacKay Day of Caring at Kelowna Food Bank

Delivering bus tickets to Penticton Boys and Girls Club

Clayton March, CRIS Adaptive Adventures Youth Initiative Grant recipient

Community Mobilizer: United Way also acts as a clearinghouse to connect over 150 non-profit organizations to the resources they need to achieve impact. These resources include relationships with other funders, volunteers, specialized skill sets, recycled office and computer equipment, and promotional opportunities. We are able to leverage everyone’s resources to achieve greater impact for communities.

Community Convener Role: United Way brings people together around common issues, and serves in leadership roles on local issue councils. Examples include local child and youth committees, collective impact funders tables and homelessness prevention councils.

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Community Engagement Programs and Initiatives

Emergency investing to help replace a furnace at the OSNS

Child Development Centre

EMERGENCY INVESTING

Capacity investing to help the Summerland Food Bank and

Resource Centre Board and Staff hold strategic planning sessions

CAPACITY INVESTING

Impact investing to help women who have experienced abuse find

their voices through journaling

IMPACT INVESTING

Impact investing to bring arthritis education to the community of Princeton

IMPACT INVESTING

Impact investing to provide baby basics to families

who cannot afford them

IMPACT INVESTING

Impact investing to ensure that 7 homeless men have stable,

supportive housing this year

IMPACT INVESTING

16 community meetings and focus group sessions to build collaborative

approaches in community

16 COMMUNITY

MEETINGS

4 workshops to build the capacity and skill sets of local

non-profit organizations

4 WORKSHOPS

Sponsorship of the Okanagan Volunteer Opportunities Fair to

promote a healthy engaged communitySPONSORSHIP

Gennext Kelowna is a group of young professionals supporting the community in partnership with United Way. They do this

by volunteering and fundraising. timeDrive is a spring event that brings together the needs of the local not-for-profits and the skills of the

young professionals, filling numerous volunteer positions. In 2014 over 2,500 volunteer hours were raised. In the fall, Gennext organized a

masquerade ball fundraiser that funded $5000 in Youth Initiative Grants.

GennextKELOWNA

Other 2014 Program Investments and Emergency Grants

Better at Home – Home supports to help seniors to remain independent at home, ensuring they remain mentally and physically healthier and as integral positive members of the community. This program is delivered through a partnership between local community agencies, United Way of the Lower Mainland, United Way CSO and the Province of British Columbia.

Success By 6 – Investing in the healthy development of children ages 0-6 through a partnership between local community agencies, United Way of the Lower Mainland, United Way CSO, Credit Unions of BC and the Province of British Columbia.

The United Way movement also includes provincial initiatives to improve the lives of families and seniors:

By combining community engagement with priority-setting and collaborative action at multiple levels, our communities are together achieving lasting, measurable change.

United Way 2014 Annual Report8

2014 Community Events and Campaign Fundraisers

2014 Campaign Achievement:

$1,313,4822014 Community Investments:

$1,032,000**2014 Investments are drawn from 2013 Campaign Achievement; 2014 Campaign Achievement will fund 2015 investments.

The 2014 campaign season brought with it the annual campaign kickoff breakfasts and other community events and fundraisers all made possible because of the tireless efforts of dedicated community leaders, volunteers and partners. These events raised awareness and

contributed over $120,000 in pledges and funds to kickstart the 2014 campaign.

Central Okanagan Campaign Kickoff Breakfast - Delta Grand Okanagan

Maxine DeHart’s 17th Annual United Way Drive Thru Breakfast Ramada Inn - Kelowna

The 3rd Annual South Okanagan Kickoff Drive Thru Breakfast - Penticton Lakeside Resort

1st Annual United Way Bus Pull - Kelowna

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– A Year in Review

We gratefully acknowledge the local media who continuously support United Way events through in-kind promotions and

donations. Media promotions provide the key messages that drive the

community to join the movement.

2013-2014 Spirits of Gold Awards

2014 Delta Grand Okanagan Easter Carnival

Seeing is Believing Bus Tour – KelownaCommunity leaders, volunteers, media and donors took part in the United Way Seeing is Believing Bus Tour which visits funded agencies and allows participants to see the reality and impact of the community fund investments.

To our Media Partners:Thanks

United Way 2014 Annual Report10

United Way 2014 Honour Roll

High tides raise all boats…a favorite quote of mine. And this is particularly true with the good work United Way does. Give. Volunteer. Act. These are United Way pillars that bring high tides to our communities and help those in times of need. I am involved with the United Way because I believe it our communal requirement to help our brothers and sisters when they need lifting. And it is that lifting that brings communities together and leads to more prosper-ous times for all. I take great pride in the work United Way Central and South Okanagan/Similkameen chapter does and I am proud to support their 2014 campaign as co-chair in the south Okanagan.

Rhys Spencer, Campaign Co-Chair

It’s wonderful to have witnessed and to be a part of such a dedicated team of volunteers, staff, agency partners, work-places, and donors that are committed to building better communities. There is no doubt in my mind that the United Way will continue to be a positive force in making the Central and South Okanagan a better place to live, raise a family, and to prosper.

Jim Paterson, Campaign Co-Chair

Donations of$5000 +Adria, Robert

Armstrong, SeanHamilton, Brent

Knox, DenisThe Paul Lee Foundation

Morrison, JohnThe Colin and Lois Pritchard

FoundationRea, Glen

Reid, Robert

$2500 - $4999Arsenault, Theresa

Bailey, AngelaBozzi, Lisa

BURNCO Family FoundationHarms, DavidHoltby, Cairy

Ibbotson, GaryKellert, Barbara

Laloge, KenNelson, Jeff

Nelson, Dr. LouiseNewby, Robert

The Priebe Family FoundationRizzo, Mike

Russell, DavidSchultz, Rodney

White, Chris

$1000 - $2499Abel, Barry

Achtymichuk, LanaAllingham, Bradly

Amsler, BobAnderson, LeslieArkle, NicholasArnett, Michael

Babcock, SharonBailey, Mary-LouiseBains, Vikramdytt

Barnes, GlennBasso, Dan

Beames, AlisonBeda, BlancheBennett, Steve

Bernier, KrisBorring-Olsen, Karen

Bottorff, Dr. JoanBoucher, PirjoBoule, Julie

Bracken, RustyBrown, Bob

Brunton, AndrewBurnett, Clarke

Buszard, DeborahButtenaar, Pieter

Butterworth, Grant

Bye, MurrayCameron, LorraineCampbell, GraceCampbell, Peter

Carr, AndrewCattani, Edward

Chamberlain, Dr. GrantChomechko, Allana

Chrenek, JamesConto, SabrinaConway, Kathy

Costerton-Grant, AllyssaCousins, CurtisCrowley, MikeDarnell, Sue

Davies, BruceDeHart, Maxine

Dekker, TimDickie, MarkDolson, Joan

Drapak, TammyDuff, John

Edwards, TerryEhlert, Sheila

Eisenhut, GaryEllison, Lang

Erickson, KarenEvans, ScottFabris, MaryFeist, DianeFine, Robert

Flannigan, TerryFleming, Stephen

Fort, David N.Fraser, Gladys

Freeman, PatrickFrost, Ruth

Gabelhouse, DennisGall, Clayton

Gawryliuk, DeanGilley, Ross

Gilmore, ShelleyGiven, Gail

Glennie, DougGorman, Ron

Gorniak, ShawnGrant, MiriamGray, TheresaGrieve, Kevin

Guidolin, JohnHall-Szyszkiewicz, Melanie

Harman, RiaHarper, Terry

HarveySmith, FrankHatt, Dr. Linda

Haw, DarcyHazzi, Heather

Hintz, LenHjorth, Jason

Holitzki, ShelleyHsieh, Sherry

Leadership is about deciding to make a difference in your community and inspiring others to follow. Thank you for recognizing

and responding to the highest priority needs for the people in your community. Thank

you for choosing to take care of our entire community by partnering with United Way.

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United Way 2014 Honour Roll

*Disclaimer: This list was compiled according to our campaign records. If your name is misspelled, missing or you aren’t being recognized according to your wishes, please contact our office so we can correct our records.

Hubber, MichaelJacob, GeorgeJensen, TonyJohnson, SaraJohnston, JanJones, DannyJones, Marcia

Kakoschke, WarrenKaminski, RainerKavanagh, Trudy

Kerr, DavidKharwar, Sukhjit

King, ChristopherKinnear, Mark

Kirkpatrick, AnneKubica, NicoleKunz, Randy

Lade, GordonLaing, MilesLashuk, LynnLawson, John

Leatherdale, StuartLiddle, Amanda

Lund, Dr. CharlesLyttle, Amy

Mackenzie, LibbyManton, Dale

Marshall, RupertMartens, Mike

Mathieson, CynthiaMattiussi, RonMcCormick, A.

McCoubrey, Dr. SharonMcEwan, RolfeMcGrath, VinceMcHaffie, Lisa

McIntyre, SusanMcLean, Tom

Michielsen, EdwardMitchell, Paul

Mohr, DeborahMontford, Ian

Mooney, WendyMortenson, BudMurdoch, DonOliver, RichardOlsen, BruceOrban, Steve

Oroianuwallin, ClaudiaPaice, Avril

Paterson, JamesPaterson, Jim

Peters, MichaelQuaal, AletaRains, A’Lana

Randall, RebeccaReal, RodickReed, Tawna

Richmond, ChereeRiva, Donald

Rooke, WendySaari, Ryan

Safinuk, DaleSanders, Brian

Schneider, HeatherSchroder, James

Scott, RickSeigel, Dr. Stuart

Shakespeare, MichaelShepherd, SharonSherrin, Dr. Darrell

Shuttleworth, TrevorSkrapek, Richard

Smith, Bruce

Smith, RobinSorenson, Mitch

Speiser, ScotSpencer, Rhys

Stef, CarlStevens, Dr. Holly

Stevens-Cross, LeslieStewart, Richard

Teetzel, IanThompson, DonaldThurnheer, Laura

Tracey, DougTurri, DonTyner, Ross

VanKampen, RonVernon, Alanna

Ward, KimWells, SusanWilson, Ruth

Woodward, PeterWright, Albert

Yee, KellyZuckerman, Carol

$500 - $999Allen, Lola

Alphen, RobertAndrichuk, Christine

Antonsen, DaleArgyle, June

Arignon, JadeAtherton, Andrew

Babiuk, BruceBannam, Heather

Barton, AdeleBehardien, TanyaBehnke, DennisBernard, PaulBerting, AlfredBertrim, Greg

Berwick, JamesBilley, Robert

Blaskovich, PamelaBowser, Susan

Brooks, Dr. JayneBuckmaster, Ashley

Burnell, AngelaCampbell, ColinCarels, ShawnCarlson, BrentCarlyon, Arthur

Cartwright, MaureenCastle, Colin

Caswell, WilliamChisholm, Michael

Chung, BarryCollins, Rob

Corbett, WendyCraig, DonaldCrowe, David

Cuthbert, BrianDabiri, Marcia

Davidson, RandyDavis, Rebecca

Dill, TorinDisbery, Ian

Dorsel, MichaelDriscoll, HelenDrury, Joyce

Duncan, GraemeDusik, James

Edwards, Dr. DavidElphinstone, Michael

Elsom, Brandi

Erickson, VicFaubert, MarcFazan, Sandra

Fenton, WilliamFinlay, DeniseFricska, Gabor

Gambacort, ShelleyGee, Rick

Gemmell, AndrewGraham, KarenGrant, JamesGuerette, PaulGunn, AtholHale, Lynn

Hama, JoanHare, Carl

Harvey, KenHebert, JohnHeickel, JerryHenry, Valerie

Hickman, MartineHill, Karen

Hodge, CarlHolmes, Lynne

Holmes, Professor.Humberstone, Michael

Hurd, ErnieIngen, Raymond

Ingram, NikiIrg, Sean

Isaac, IrvinJanes, R.E.John, LoraJones, Elly

Jongedjik, GittaJubinville, GeorgesKakoschke, Jassie

Kappel, KarenKarstad, LarsKeiffer, Tori

Kelly, YvonneKelly-Brandes, Pauline

Keyes, DanielKilback, JenniferKirkpatrick, Colin

Knapp, DavidKok, Onno

Kost, DonnaKraft, Dave

Krug, RobertKrystynak, Ron

Kubica, JariKummen, Nancy

Lafleur, JudyLaLiberte, LucieLaMonica, Holly

Laveck, BrianLawler, TimLee, Charles

Lionello, RobertoLloyd, Jordan

Lutzer, CharlotteLyons, Tim

Macdonald, BonnieMacdonald, RobertMacPherson, PeterMadsen, VivienneMainwaring, Lyn

Malito, JudyMarck, Patricia

Marcolin, BarbaraMarshall, Sharon

Martindale, StanleyMathews, Jennifer

Mayne, RobMckain, Blaine

McKenzie, JenniferMcLellan, Patrick

McVean, EtMiller, Jack

Mitchell, MarjorieMitchell, Robert

Mliler, StuartMoen, BarbaraMoffatt, Nick

Molyneaux, CoreyMolyneaux, Kristie

Morgan, NancyMorimoto, Thomas

Moscrop, AlisonMunholland, Robert

Neykov, VladimirNowoseiski, Brian

Parker, ElaineParkins, Ilya

Pesut, Dr. BarbaraPeters, Lisa

Posthumus, BrianPoudrier, Pamela

Priebe, KimPriebe, LanceReynolds, BillRickett, Doug

Ridgeway, RandyRobertson, Andrea

Roche, PeterRogers, MarkRouck, KerryRoy, Richard

Ryder, TyroneSamai, Christina

Sattelberger, CindySauve, Holly

Sawatzky, PaulaScanlon, SineadSherwood, Ron

Skinner, JimSmith, S.

Smith, ScottSol, John

Solmer, RonaldSt.jean, Wayne

Stewart, SheandraStiell, RosemaryStrang, DianeTanner, TammyThorn, GeorgeThubron, BrianTroock, LaurieTurton, Mary

Tutte, AlUdzenija, Nicole

Ujlaky, FrankVanwicklin, Byron

Vosburgh, DouglasVrcic, Sonja

Wakeling, EmilyWall, John

Walsh, ChristeneWardrop, CarolWheeler, Janet

Wiebe, J.Willis, Brendan

Wilson, GwynnethWilson, Scott

Wood, SydneyWoods, JohnZemar, Wendy

United Way 2014 Annual Report12

Acklands-Grainger Inc.Aviva Canada Inc

Bannister Chevrolet Inc.Bayer Crop Science

BCAA Kelowna & WestbankBCAA - Penticton

BC HydroBC Hydro Employees Community Fund

BDO Canada LLPBeachTek Inc.Bell Canada

Best Buy KelownaBest Western Kelowna

Blue Knights BC Chapter #7BMO

Border Services GCWCCBURNCO Rock Products (BC) Ltd

Business Development Bank of CanadaCanada Revenue Agency - KelownaCanada Revenue Agency - Penticton

Canadian Western BankCapri Insurance Services Ltd.

CIBCCity of Kelowna

Claremar Community EnterprisesCMA/MD Management Physician Services

Connect Lease CorporationCorix Utilities

Costco WholesaleCrowe MacKay LLPDeloitte and Touche

Delta Grand Hotel and ResortDr. Keith D. Yap Inc.Eli Lilly Canada Inc.

Enterprise Rent-A-CarEnvironment CanadaEnvision Credit Union

ESRI CanadaFairfield Inn & Suites by Marriott

Farm Credit CanadaFarris, Vaughan, Wills, Murphy LLP

Fernie RentalsFH&P Lawyers

Fireweed Brewing Corp.First Canadian Insurance (National)

Foreign Affairs and Inernational TradeFortisBC Holdings

Gateway Casinos & Entertainment LtdGCWCC Federal Government Retirees - KelownaGCWCC Federal Government Retirees - Penticton

GE CanadaGolden Valley Foods Ltd

Gorman Bros. Lumber LtdGrant Thornton, Chartered Accountants

Great West Life Assurance CompanyHarmony AcuraHarmony Honda

Heartwood Manufacturing Office FurnitureHelping Hands Club of WorkSafeBC

Horizon TravelHSBC

Hudson’s Bay CompanyICBC Penticton

Industrial Alliance Pacific Insurance & Financial ServicesInterior Health - Community Integrated Health Services

Interior Savings Credit Union

Interior Savings InsuranceInvestors Group - Kelowna

Janssen-Ortho Inc.JDS Energy & Mining Inc.

Kelowna Community Resource SocietyKelowna HyundaiKelowna Parole

Kelowna Tool & Die Ltd.KPMG

Ledcor Construction LimitedLondon Drugs

Mamma Rosa RestaurantManulife Financial, Canadian Operations

Meyers Norris PennyMichael P. Crowley Inc

Morrow Environmental Consultants Inc.National Research CouncilNatural Resources Canada

NewaltaNew Horizon Productions Ltd.

North Okanagan Labour CouncilNulla Bona Holdings Ltd

Okanagan Chrysler Jeep Dodge Ltd.Okanagan College

Organco Holdings LtdPacific Agri-Food Research

Papa John’s PizzaPCL Constructors Westcoast INC.

PepsiCoProsign

Prospera Credit UnionProvincial Employees Community Fund

Purdy’s Chocolates Ltd.Pushor Mitchell Lawyers

Ray’s Parcel ExpressRBC

RDCORevy Social Committe

Ricoh CanadaRioCAn Investments

School District 23 - COTAScotiabank

Service CanadaShaw Communications Inc

Shell RetireesSouth Okanagan Boundary Labour Council

Spectra Energy TransmissionSpincaster Productions Inc.

Suncor Inc.Sun Life FinancialTD Canada Trust

TelusThe 1988 Foundation

The Co-operatorsThe Lamar Companies

The Real Estate Institute of BCTotal RestorationTOWN SHOES

TransAlta Corporation- OkanaganTransport Canada Centre

UBC OkanaganUPS

Valley First Credit Union-BernardVeterans Affairs Canada

VidaYumWalmart - Kelowna

Western Star Trucks Class Action

Corporate Donations and Workplace Campaigns

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The United Way is a truly outstanding contributor to the Okanagan Similkameen region. UBC Okanagan is inspired by the United Way’s commitment to our community and proudly supports the annual United Way fundraising campaign and other programs, such as the Days of Caring. Congratulations to the United Way on a successful year and for the well-deserved recognition by the Kelowna Civic and Community Awards as the 2014 Volunteer Organization of the Year!

Deborah Buzsard, Deputy Vice ChancellorUBC Okanagan

Treasurer’s ReportOur 2014 Community campaign saw an increase of $83,162 as well as additional revenues from donor bequests with an increase in fees paid due to expenses related to these bequests. Building on sustainability and ensuring that United Way is in a strong financial position, we created a reserve structure to ensure future community needs are met.

During 2014 we made some long-term infrastructure investments such as upgrading servers and computer systems to better assist our efforts on behalf of community. Following TAFR guidelines, our direct costs of fundraising were 7.9% of total revenue plus 7.8% for general administration associated with fundraising – down over 10% from previous year.

Darcy Haw, Treasurer

Community and Corporate Partners

We gratefully acknowledge our suppliers, community and corporate partners

who support the United Way through community programs, event sponsorship

and in-kind donations.

BC Transit

Central Okanagan Foundation for Youth

Coast Capri Hotel

Legend Photography & Design Ltd.

Lemar Transit Advertising

Penticton Lakeside Resort

Poplar Grove Winery

Ramada Inn

Render Digital Media

Sherwood Signs and Graphics

Community Foundation SOS

Valley First Credit Union

Westkey Graphics and Printing

Your Dollar Store with More

United Way 2014 Annual Report14

2014 – 2015 Financial Statements

Prepared by ManagementA complete set of audited financial statements is available at unitedwaycso.com or call 250-860-2356.

United Way of the Central & South Okanagan/SimilkameenStatement of Financial Position

As at January 31, 2015

2015 2014

AssetsCurrent

Cash and cash equivalents (Note 3) 428,337 292,870Investments (Note 3) 192,388 -Pledges receivable 515,745 569,098Accounts receivable 25,061 -Prepaid expenses 4,697 3,116GST recoverable 15,028 7,155

1,181,256 872,239

Tangible capital assets (Note 4) 89,620 38,444

Investment of reserve funds (Note 3) 815,612 107,500

2,086,488 1,018,183

LiabilitiesCurrent

Accounts payable and accruals 149,261 32,186Deferred revenue 18,768 38,089Government remittances payable 1,003 3,457Allocations payable (Note 5) 974,368 737,877

1,143,400 811,609

Commitments (Note 8)

Net AssetsInternally restricted contingency reserve 557,377 107,500Internally restricted tangible capital asset reserve 8,235 -Internally restricted strategic investment reserve 250,000 -Invested in tangible capital assets 89,620 38,444Unrestricted 37,856 60,630

943,088 206,574

2,086,488 1,018,183

Approved on behalf of the Board

Director Director

The accompanying notes are an integral part of these financial statements

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2014 – 2015 Financial Statements

Prepared by ManagementA complete set of audited financial statements is available at unitedwaycso.com or call 250-860-2356.

United Way of the Central & South Okanagan/SimilkameenStatement of Operations

For the year ended January 31, 2015

2015 2014

RevenueDonations

Designated and undesignated 1,101,126 1,065,572Recovered (uncollectible) pledges, net (4,786) (52,394)

1,096,340 1,013,178

OtherBequests 1,018,161 77,311Special events 118,096 143,095Interest 65,176 24,563Grants 11,867 23,246Other 753 -Gifts in kind - 12,333

2,310,393 1,293,726

ExpensesFundraising expenses (Schedule 2) 364,425 341,652

Net revenue available for programs 1,945,968 952,074

Program expenses (Schedule 3) 243,123 220,746Allocations (Note 5) 966,331 760,306

1,209,454 981,052

Net revenue (expense) 736,514 (28,978)

The accompanying notes are an integral part of these financial statements

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