ANNUAL REPORT to the PUBLIC for the Fiscal Year 2015-16
June 30, 2016
The United Way of Umatilla and Morrow Counties celebrates its 63rd 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.
|Chairs:||Karen Hutchinson-Talaski||Executive Director
Umatilla Chamber of Commerce & Visitors Center
|(7/13 through 10/15)|
|and Joe Zoske||(11/15 to 6/30/17)|
|Vice Chairs:||Mary McCord||(7/14 through 10/15)|
|and William Gatchel||(11/15 through 6/16)|
|Past Chair:||Sheri Sandoval||Pathfinders Facilitator
Two Rivers Correctional Institution
|and Karen Hutchinson-Talaski||Umatilla Chamber and Visitors Center|
|Treasurer:||Renae Swilling||Branch Manager, U. S. Bank||(7/1/14 through 6/30/16)|
|Policy & Procedures:||Dan Turley||Project Manager
Portland General Electric
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. Having lost several board members due to moves, job changes or family issues, it has proven difficult to recruit new ones. We were especially sorry to lose William Gatchel, after 17 years of service to our community through United Way. However, three new board members were added in April & May.
The focus of the board this year was to ask ourselves: What can we expect? What can we change? How can we still be effective? Key solutions agreed upon were to make giving easier, market United Way better in order to increase support for local charities, and better utilize social media. The goals developed at the Annual Board Retreat held in February 2016 were to find ways to decrease our budget even further, institute a mobile giving program, and recruit board members willing to get out in the community and ask for support for the United Way campaign and other fundraising activities, like the golf tournament.
The challenges 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 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 fund raising 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 2015 Campaign Goal of $300,000. The entire 2015 United Way campaign raised a total of $152,988, which is $10,000 more than the previous year.
Rather than create new events, the board and staff volunteered for a few community events to create awareness of United Way presence in their communities. Events included Music in the Park and Boardman Thunder. Additional fundraising activities included the 7th Annual United Way Charity Golf Tournament and a multi-item raffle. Net profit from these additional fundraisers was $9,562.
A grant for $2,400 was awarded by the Wildhorse Foundation for the purchase of a mobile text-to-donate service for 2 years, which will begin in September 2016. An additional grant was written, but not awarded (to date), for another $2,400, which would increase the mobile donations capability to include the donation of vehicles, electronics, stocks and other assets.
Cash and pledges, grants, other fundraising activities, and other income totaled $164,004 for 2015-16, nearly $8,000 down 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 2016, United Way Community Investment Committee volunteers visited 11 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 $107,050. The total amount to be distributed is $118,412. Of that, $101,089 will be distributed to applicant organizations and $17,324 to non-affiliated organizations, including CTUIR programs ($2,482) and other United Ways during 2016-17.
Eleven organizations applied for funding, and all eleven were awarded funding from the Community Impact Fund as well as funds designated to them specifically by donors.
The three funding categories for the $80.620 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. Project Assistant Lori Rohn resigned in April of 2015 to move back to Colorado. Her position was dropped from 8 hours per week to 4 hours per week and filled by past board member, Letty Little through June 2016, at which time the position will be eliminated, and the executive director position will decrease to 30 hours per week.
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, 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.)