United Way of Skagit County 2014-15 Annual Report2

Kari RantenSkagit Regional Health,United Way Board President

Debra LancasterExecutive Director United Way of Skagit County

2014 -15 Board of DirectorsSuzy AmesSkagit Valley College

Phil BrockmanSedro-Woolley School District

Ann CaldwellUS Bank

Connie DavisSkagit Regional Health

Annie Di MeoKAPS/KBRC Radio

Marie ErbstoeszerHealth Care Planning Administration

Lisa JanickiJanicki Industries

Jennifer JohnsonSkagit County

Jennifer LarsonMount Vernon School District

Barb LoweryRetired Banker

Andrea MartinOpus Bank

Darlene MindrumNorthwest Career & Technical Academy

Kevin PaulSwinomish Tribal Council

Kristia PoppeSkagit Bank

Greg ReedUnited General District 304

Kyle ReepD.A. Davidson & Co.

Will ReichardtSkagit County

James TangaroTesoro Refining and Marketing Company

Les TokarchukAuto/RV Repair

Carla TuckerSkagit Bank

Tiffany UrlandCascade Natural Gas

George WelchShell Puget Sound Refinery USW 12-591

Linda Wise MillerNorthwest Career & Technical Academy

Shirley YapShell Puget Sound Refinery

President Kari Ranten Skagit Regional Health

Past President Maureen LamaPROforma Creative Printing Solutions

Vice President/Secretary Bill AslettCity of Burlington, Sanofi US

Treasurer/ Finance Chair Terry Belcoe North Coast Credit Union

Marketing Chair Deb Davis-BundySkagit Publishing

Community Impact Chair Corey ErtelShell Puget Sound Refinery

Resource Development Chair Sue KrienenShell Oil Products US

2014 -15 OFFICERS

As a Board, we recite our mission statement at the start of each meeting to assure our focus is firmly on our task at hand. Part of that job in the past year has been to examine our role to detail exactly how we can deliver on our highly important mission.We are working hard to ensure that you, our donors, know just what a difference you are making in our mission with your investment in our community. This is accomplished by using our community impact model with a focus on our building blocks for a good quality of life:

Education, Income and Health. This year we established our Key Influence Sectors of early learning, financial stability and healthy, safe living within these building blocks. This was done with the feedback from conversations with community leaders, county officials, donors, interested individuals and using Skagit County Health Statistics. Our journey to deliver on our mission requires partnerships, shared goals and meaningful measurements to show we have, in fact, made “Sustainable, Positive Change in People’s Lives.” Live United.

United Way of Skagit County focuses community investment to create sustainable, positive change in people’s lives.

Community Investment 2014-15EDUCATIONProgram Title Agency AmountAdult Education / Literacy Community Action of Skagit County $11,500 Camp Kirby Day camp Camp Fire Samish Council $800 Child Care Scholarships Skagit Valley Family YMCA $3,500 Classic Club Camp Fire Samish Council $3,000 Environmental Education Camp Fire Samish Council $800 Family Support Services Catholic Community Services $12,000 Four programs serving youth & families North Cascades Health $4,500 Girl Scout Program Girl Scouts-Mt. Baker $9,000 Latino Engagement Skagit Domestic Violence & Sexual Assault Svcs. $10,500 Preschool Skagit Preschool and Resource Center (SPARC) $20,000 Retired Senior Volunteer Program (RSVP) Volunteers of America $3,750 Scouting Boy Scouts - Mt. Baker $10,000 Self-Reliance Courses Camp Fire Samish Council $800 Youth Education & Violence Prevention Skagit Domestic Violence & Sexual Assault Svcs. $15,000

INCOMEProgram Title Agency AmountAsset Building/Financial Stability Community Action of Skagit County $11,000 Critical Needs Community Action of Skagit County $8,000 Disaster Services American Red Cross - Island $4,800 Disaster Services American Red Cross - Mt. Baker $19,000 Empowerment thru Employment Chinook Enterprises $18,000 Housing & Homeless Prevention Community Action of Skagit County $15,000 Summerlynd Home Builds Skagit Habitat for Humanity $7,500 Transitional Living Program Northwest Youth Services $16,500 Youth Independent Living Skills Youthnet $17,500

HEALTHProgram Title Agency Amount2-1-1 Volunteers of America $8,000 Adult Dental Care Access Community Action of Skagit County $10,000 Camp Kirby Resident camp Camp Fire Samish Council $3,000 Child Abuse Prevention Brigid Collins - Skagit Family Support $11,000 Community Support Mount Vernon Community Wellness $4,500 Food & Transportation Bread of Life $7,500 Food & Transportation Concrete Food Bank $6,500 Food Distribution Center Community Action of Skagit County $26,000 Girls on the Run Skagit Valley Family YMCA $2,000 Ideas for Living Community Action of Skagit County $10,800 Keep a Heart Beating Foundation of District 304 $5,000 LiveStrong Skagit Valley Family YMCA $3,000 Meals on Wheels Skagit Council on Aging $27,000 Medical Encounters Sea Mar Community Health Centers $11,500 Mobile Food Delivery Helping Hands Food Bank $8,000 Oasis Teen Shelter Skagit Valley Family YMCA $16,000 Take a Bite for Skagit Community Action of Skagit County $2,000 Teen Service / Leadership Camp Fire Samish Council $2,500 Y Membership Scholarship Skagit Valley Family YMCA $8,000 Youth Restorative Justice Program Volunteers of America $9,000

Donor Restricted Designations Various $235,204

United Way of Skagit County 2014-15 Annual Report3

COLLECTIVEProgram Title Agency AmountCollective Impact Work Resources United Way of Skagit County $179,960 Youth United United Way of Skagit County $7,872 Non-Profit Trainings United Way of Skagit County $13,717 Early Learning Data Research and Calendars United Way of Skagit County $3,030 Volunteer Resources United Way of Skagit County $7,584 Professional Development Enhancement Child & Family Consortium $2,500

United Way of Skagit County 2014-15 Annual Report4

2014-15 Campaign Loaned Executives

Kara NeyWashington Federal

Becky TaftSkagit Bank

Nona LarsonPACCAR Technical Center

Max ColletteSkagit Valley College

Roosevelt Smith, JrYMCA

Tara HavardTesoro Refinery

Jeff GabertShell Puget Sound Refinery

Ted Reep AwardSue KrienenShell Oil Products US

Extra MileDarlene MindrumNW Career & Technical Academy

2014-15 Volunteer Award Winners

Volunteers live United

Extra MileSuzy AmesSkagit Valley College

Volunteer of the YearLes TokarchukAuto/RV Repair

(L-R) Philip Prud’homme (staff), Debra Lancaster (staff), Kara Ney, Becky Taft, Roosevelt Smith, Jr., Tara Havard, Max Collette, Nona Larson

Loaned Executives and their employers make a significant commitment to the community by volunteering time and talent, increasing the magnitude and breadth of workplace giving campaigns, and advocating for positive lasting change in Skagit County.

Skagit Bank staff volunteering at the Skagit Food Distribution Center in Sedro-Woolley

First Planned Gift

She wanted to see the results of her legacy in action – Sue Krienen, United Way board member and a regional director for Shell, decided to split her One Million Dollar gift to United Way.  Half now and half as a bequest.  “It really makes sense to do (half ) now.  I want to see the impact on our community now and well into the future….that is the legacy I want to leave.”   She pledged $100,000 a year for the next five years, and another half a million in her will.  Sue’s gift funds coordination of Early Learning efforts so that ALL children in Skagit County are ready to learn when they start school.

United Way of Skagit County 2014-15 Annual Report5

Support Corporations/Foundations $400,728.42Individuals $684,669.08Legacy Gift Pledge $398,393.70Revenue adj. for uncollectible pledges ($22,899.02)

Results of Total Campaign Efforts $1,460,892.18

Revenue Sponsorships $15,500.00Legacy Gift $101,606.30Other Revenue $17,734.00

Total Support & Revenue $1,595,732.48

Expenses: Program $814,803.31Management $89,558.50Fundraising $90,259.30

Total Expenses $944,621.11

In-Kind Support Received $49,885.50

2014-15 Financial Report

The time is now to build a planned giving program to strengthen early learning opportunities, encourage healthy choices in nutrition and exercise, and empower financial stability for all in Skagit County.  Gifts can be immediate or deferred:  bequests; life insurance; stocks & bonds; IRA or 401K distribution; and charitable trusts are some ways to leave a legacy.

“It always comes back to what you are passionate about...(through philanthropy), you are transmitting your hopes, and keeping them going in the future.” ~ Paul Allen

United Way of Skagit County 2014-15 Annual Report6

$ 40,000 – $ 100,000

Shell Foundation

$ 10,000 – $ 39,000

Draper Valley FarmsPACCAR FoundationPuget Sound Energy

FoundationSkagit BankTesoro FoundationThe Boeing Company

$ 1,000 – $ 9,999

CargillChemTrade SolutionsCostco WholesaleEnterprise Rent-a-CarFedExJH Kelly, LLCNorth Coast Credit Union-

Mount VernonPeoples BankPROforma Creative

Printing Solutions

Businesses & Organizations Corporate Leadership GiftsRegence BlueShieldSanofi USSkagit Farmers SupplyTargetUnited Parcel ServiceUS Bank FoundationUSW Local 12-591Washington FederalWilliams Companies FundWilliams Gas Pipeline

$ 500 – $ 999

Barrett Financial, LTDBNSF FoundationCascade DentalComcast FoundationJCPenneyKohl’sMacy`s

National Frozen FoodsStowesThe Arthur W. Perdue

Foundation, Inc.Walmart #2596

$10,000 - $30,000

KAPS/KBRCThe Boeing CompanyUnited Way Worldwide

In-Kind & Sponsors$1,000 - $9,999

Cascade Natural Gas Corp.EDASCMaureen PettittPadgett & Padgett, PLLCSwinomish Casino &

Lodge

$500 - $999

Banner BankColumbia BankID TechnologiesKevin Paul CarvingsLanded GentrySkagit Community

Foundation

2014-15 Top WorkPlace CampaignsWorkplace campaigns include all donations made by employees as part of United Way’s fundraising efforts regardless of nonprofit recipient. In descending order.

Shell Puget Sound Refinery & FoundationTesoro Refining & Marketing Co. Employees

& FoundationThe Boeing Company & Employees

Community FundPACCAR Inc. Employees & FoundationCostco WholesaleSedro-Woolley School DistrictMount Vernon School District

Skagit Regional HealthDraper Valley FarmsSkagit BankPuget Sound Energy Employees & FoundationUS Bank Employees & FoundationUnited Parcel ServiceSkagit County GovernmentSea Mar Community Health CentersAnacortes School District

Washington FederalMacy’sRegence BlueShieldNorthwest Educational Service District 189Burlington-Edison School DistrictFedExCargillCommunity Action of Skagit CountyCascade Natural Gas Corporation

GovernanceWe are governed by an active, responsible, and voluntary Board of Directors to ensure effective governance over the policies and financial resources of the organization.

Ethics We follow a locally adopted code of ethics for volunteers and staff that include provisions for ethical management, publicity, fundraising practices and full and fair disclosure.

Diversity We have adopted policies/statements to ensure volunteers and staff broadly reflects the diversity of the community we serve.

Financial Accountability We undergo annual financial audits conducted by an independent certified public accountant whose examination complies with generally accepted auditing standards.

Performance Excellence Every three years, we conduct a self-assessment of our governance, financial management and impact in the community for United Way Worldwide.

Public Reporting and Disclosure We file our IRS Form 990 in a timely manner and post it on our website for public disclosure.

Legal We comply with all applicable local, state and federal operating and reporting requirements. We are tax-exempt under Section 501(c) (3) of the Internal Revenue Code.

Operating with the Highest Level of Integrity

United Way of Skagit County 2014-15 Annual Report7

Tocqueville$ 10,000 +

Dr. Carl BerlinerClaude Blackburn &

FamilySusan KrienenAnonymous (1)

Red-Tailed Hawk$ 5,000 - $ 7,499

Debra & Doug LancasterGuy MastersThomas RizzoMark & Cecilia SpahrJames Tangaro

Peregrine Falcon$ 2,500 - $ 4,999

Cheryl BishopAnn CaldwellLea & Gregg DavidsonGlen GalloMike & Mary KillienRichard MoldenhauerBurton NewbryPepper Family FundHerbert RubinGeorge WelchChet YeoChris & Helen ZimmermanAnonymous (1)

Trumpeter Swan$ 1,000 - $ 2,499

Mary AllenMark AsmundsonTerry BelcoeDan & Susan BerentsonKevin & Deana BinghamDr. Patti and Michael

Brettell

Douglas BrulandBetty BurtonHeather CalvinRichard ClasenBenjamin ClawsonKenneth CodlinDr. Robert Coffey &

Dr. Deborah NorthMichael DaouTara Dowd & Steve NelsonLoyd & Joan FrazierRobert GruberMark D. HansenSteve & Trish HeneryRobert & Tracey HuntleyMike & Lisa JanickiWill & Jennifer LarsonKirk LoyJoseph LucianoAndrea & Terry MartinAnita & Charles McCarthyKyle McNairWilliam MercerIrene MillayTim Miller & Linda Wise

MillerElizabeth MorganAnne Marie MorseMark & Gayle NilsonGreg PeckDaniel PeekTrevor PhelpsSpencer PridgenTim QuiggleWilliam & Wendy RabelKari & Steve RantenStacy RiceRichard & Nancy RobbleeDiane RusherKim SanfordJennifer SchoffstallSigrid SchumacherKate ScottDave ShieldsKent SmithPhilip StephensonRobb & Carrie StewartKevin & Ann TateWilliam and Krista ThomasKelly TuohigTom and Tiffany UrlandJohn & Allison WhiteWilkinson Family FundStephen WilliamsSusan Wilson & Eric HallJeffrey ZeigerAnonymous (12)

Blue Heron$ 750 - $ 999

Jim & Debbie AllenLynne & Joe BlanfordPhil and Tamera

BrockmanJody CarlisleSandy & Mary CarterKen & Flo DahlstedtAlan & Yaneth DanielsDeb Davis BundyJohn & Marie ErbstoeszerClifford FinkbohnerTherese HolmJeff & Diana HolmesDr. Jerry JenkinsPatrick MaddoxMcCammant FamilyRichard and Eiren McKayKenneth PatnodeJason SchmidtKevin & Kaela SchwitterBob & Bonnie WarneckeRon & Jan WesenAnonymous (5)

Snow Goose$ 500 - $ 749

Berniece AarstadSuzanne AmesCharlie and Leanna

AndersonBill & Vicki AslettMark & Karen BackmanThe Batz FamilyKelly BauerKen & Laure BergsmaAlger BillingsMark BogerBrian BresslerCarol & Jim BrowderPeter & Laurel BrowningCarl & Carmen BrunerFred BuckenmeyerTroy BuechlerTom ByersLaura Cailloux & Andrew

RossMark CampbellJohn H. CarrValerie ChristensenDr. Pauline ClineSean CornettMike & Dianne CrawfordSheri CrollMark Crowe

2014-15 Individual Leadership GiftsJay CullupCurt DanilsonJake DavidsonJim and Sharon DillonPaul DixonMary Ann DouglasNathan & Jonna DunhamKirk DunnSarah EacretMark & Sandra EatonDavid & Aree EntenmannDarren EricksonCory ErtelMarc & Pam EstvoldMichael & Denise EvansMark FischerBrett FontesJim FordJohn & Gail FotheringhamJohn GallagherSteve GareyTristan GavinAudrey GravleyWendell GriggsJack & Claudette GubrudSharon HaleThe Rt. Rev. Sanford &

Mari HamptonPaul HancockBryan & Carol HarrisonBetty and Darrell HeislerBill & Amanda HenkelCarl HergartKay HoffmanTim & Pat HalloranSteven JahnsCecilia JohnsonJennifer JohnsonScott JohnstonLucy KestersonSteven KoefflerCaleb KoornHenk & Sue KruithofThomas LaCroixNona LarsonBarbara LeanderJim LippertJames LoweBarb LoweryWendy LucasMichael LyttonDeborah MartinPatsy MartinRobert MartinLinda McAdamsDavid McCallumKimberly McCarnJohn & Ruth McDermott

Christina McGeeLori McLeodMedcalf FamilyDarrell MinakerDarlene Mindrum

& Roger KelleyCheryl MitchellEvelyn MorseJudy NortonWorth & Lisa NortonRandy OttoSandi PaciottiGary & Karen ParnellGary PeaKathleen PetersonAmy PhillipsNicole Preston & Kelsey

MinerSamuel PritchettPhilip Prud`homme &

Michelle StahlRandy & Lynn RabensteinGyna RamigGreg & Lou Ann ReedKyle & Kelly ReepWill & Diane ReichardtDenise RunyanRay & Jeanie SchemmRick & Jean SeaterJerry Sells & Linda LarsonAnthony & Catherine

SenffEric Shen & Betty CarteretTom & Tina ShieldsMendrell SilvaMaryl E. SkjeiPatricia SmallPatricia Smith-WalzJason SmolsnikKeith & Cyndi SorestadJenifer SuffridgeDr. Joni SwansonBecky & John TaftChad & Tracy TesarikCecil ThomasKathleen ThomsonRhonda TingleyClark & Sally ToddLin & Carla TuckerBertrand Turgeon, Jr.Steven & Rebecca WadeBob & Jennifer WaltonMark WenzelSara Young & Wade

MeltonMike & Jeanne YoungquistAnonymous (26)

Any missing or misspelled names are unintentional.  Please write or call the United Way office so errors can be corrected.

www.unitedwayskagit.org

831 South Burlington BlvdPO Box 451Burlington, Washington 98233

SEDRO-WOOLLEY High school

Helping teens develop positive connections to adults in the community, learn leadership skills and improve their self-confidence: these are the goals of Youth United. This United Way of Skagit County funded program brings youth volunteers into their community and instills the spirit of volunteerism into

Before Youth United I had no leadership experience but since being voted Vice President of the Burlington-Edison Youth United club, I knew it was a chance to make a difference. I not only wanted to establish myself as a role model for my high school but for my community. Youth United is a dedicated group of students making a large impact through their involvement in the community. This involvement has created a spirit of generosity in our younger generation, which will lead to a lifelong passion of giving back to our home.

a new generation. Youth United is currently offered at three high schools – Sedro-Woolley, Concrete, and Burlington-Edison – where students who volunteer at least 100 hours earn a Varsity Letter. Last year, over 80 students contributed over 4000 hours of volunteer work in their schools,

local business and nonprofits. Volunteer projects included preparing US troop care packages and cooking a meal for Friendship House guests. Students also volunteered at nonprofits including The Humane Society, Community Action’s Food Distribution Center, and local Boys and Girls clubs.

BURLINGTON-EDISON High school

CONCRETE High school

Lesley Kratzer Vice President of the Burlington-Edison club.

Youth United Varsity in Volunteering