ANNUAL REPORT to the PUBLIC for the Fiscal Year 2016-17

June 30, 2017

 

The United Way of Umatilla and Morrow Counties celebrates its 64th year of service to our communities through fundraising efforts that have supported crucial programs and services over those years.

The following board members served as board officers and on the Executive Committee which meets at 5:30 pm the second Tuesday of each month in Hermiston:

  • Joe Zoske, Chair
  • Rita Rosenberg, Vice Chair
  • Debra Wainwright, Treasurer
  • Dan Turley, Policies & Procedures Chair
  • Kricket Nicholson, Executive Director

Members who served on the board during this fiscal period:

  • Renata Baker
  • Danny Bane
  • Sheryll Bates
  • Chuck Detwiler
  • Kathy Jackson
  • Roman Olivera
  • Charity Murphy
  • Diana Quezada
  • Renae Swilling
  • Emily Waite

The United Way Board of Directors meets at 5:30 pm on the fourth Tuesday of each month, alternating meetings between Hermiston and Pendleton. The number of board members during this fiscal year averaged 10.

On February 25, 2017 the board held its annual retreat to review the past year to determine if we are still fulfilling our mission, and to strategize for the coming year so we can continue to fulfill the mission and increase our service to the communities we serve.

There were two areas of focus of the board this year – all policies and procedures were reviewed and revised, and new ones were added. The second area of focus was how to increase funding for those we serve.  There was a consensus that we need to develop at least one more major fundraising activity besides the golf tournament to generate funds to fulfill our mission.   

The challenges of the past several years for all United Ways continues to be fewer opportunities to meet with staff, loss of workplaces altogether, employees changing jobs and not fulfilling pledges, long time donors retiring and ceasing to support United Way, and the lack of opportunities to educate newer employees of the value of United Way in their community.

The United Way of Umatilla and Morrow Counties conducts one fundraising campaign each year, which is primarily promoted during September, October and November. We also participate in the Oregon State Employee Charitable Fund Drive and the Combined Federal Employee Campaign, which have also decreased by thousands of dollars over the past several years.

We did not meet our 2016 Campaign Goal of $300,000.  The entire 2015 United Way campaign raised a total of $152,988, which is up a little over $4,000 from the previous year, which makes an increase in campaign revenue two years in a row.

The 8th Annual United Way Charity Golf Tournament netted $11,242, up from the past few years.  It was agreed that we should continue putting this event on.  Feedback from golfers is that it is a fun event with good team prizes, a great lunch, and a fun raffle & auction.  Debra Wainwright agreed to Chair the 9th Annual United Way Charity Golf Tournament.

A second event was not a United Way event, but contributed significantly to our 2016 Campaign.  The Buck’N Outlawz Riding Club put on a motorcycle run on June 10th and raised $5,560 for our United Way.

Cash and pledges, grants, other fundraising activities, and other income totaled $175,516.61 for 2016-17, up $14,745 from the previous year.

United Way of Umatilla and Morrow Counties operates under the ‘community investment’ model.  Rather than having ‘member agencies’ the application process is open to all non-profit health and human service organizations that meet our eligibility criteria for providing services to Umatilla and Morrow Counties.  Funded charities may change each year and are referred to as ‘partner organizations’.

During the spring of 2017, United Way Community Investment Committee volunteers visited 14 United Way applicant organizations and conducted conferences with key staff, volunteers, board members, and some program participants.  Through the efforts of these United Way volunteers, board and staff, difficult funding decisions were made based on need in the community and the effectiveness of the program in meeting those needs.

Requests for funding totaled $136,000.  The total amount to be distributed is $131,166.78.  Of that, $117.427.13 will be distributed to applicant organizations and $13,739.65 to non-affiliated organizations, including CTUIR programs and other United Ways during 2017-18.

Fourteen organizations applied for funding, and all 14 were awarded funding from the Community Impact Fund as well as funds designated to them specifically by donors.

The three funding categories for the $100,000 in allocable funds were:  Successful Kids, Tools for Independence, and Emergency Assistance.  Distribution between the categories was determined by using a formula based on donor input, informal community needs research, and information provided in the applications for funding.

United Way Partner Agencies will provide an array of health and human services in Umatilla and Morrow Counties of Oregon including emergency services such as hot meals, food baskets, clothing, shelter, rent-mortgage assistance, prescription assistance and utility payments; domestic violence services include shelter and counseling; after school, weekend and summer programs for children and youth; meaningful community involvement for youth and senior citizens; disaster services; and hospice programs.

A 15% processing fee is taken from all non-affiliated designations. This is to offset the cost of processing designated donations (acquiring proof of 501 (c) (3) status, correspondence, and bookkeeping).  This processing fee is not applied to designations to applicant agencies, nor is it applied to funds allocated from the United Way of Umatilla & Morrow Counties Community Impact Fund.

A 10% Pledge Loss allowance was kept in reserve to cover unfulfilled pledges throughout the pledge year. If the pledge loss is less than anticipated, the excess funds will be distributed the following year.

Staff:  Kricket Nicholson became executive director in October of 2006.  She continues to maintain records on the campaign, distributions, all fundraising events, all aspects of United Way activities, media coordinator, facilitate volunteer opportunities, coordinate board activities, conduct the workplace campaigns throughout the two counties, prepare and send out an annual mail appeal, and increase community awareness about our United Way, as well as continuing to build relationships in the various communities we serve.

In an effort to decrease our budget by an additional $10,000, Kricket volunteered to move from 40 hours per week to 30 hours per week, and the position of Project Assistant was eliminated, using volunteers to assist when needed. Because the board is aware that the job cannot always be done in 30 hours per week, she was granted an additional week of PTO.

The United Way Community Spirit Fund, a quasi-endowment fund dropped after being moved to another financial service provider and with a slightly higher degree of risk in the Spring of 2015.  It appears to be stable and on a slight upswing.  Donations from the community campaign are not invested in the fund, only monies designated for that purpose or from additional fundraisers are put into this fund. The decision of the board for this fiscal period was to not add to the Spirit Fund from golf tournament proceeds, but to use all available revenue for distribution to partner organizations.

Banner Bank continues to donate office space in their building on a month to month contract at 125 SE Court Avenue, Suite B, Pendleton, OR 97801.

Bookkeeping Services:  Dickey & Tremper

Auditors: Jenson & Spratling

(Audited Financial Statements and IRS 990 available upon request.)