2015 community of financial position health annual report ... · mike salter merrill wautlet...

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2015 ANNUAL REPORT TO THE COMMUNITY 820 Jordan St., Ste. 370 Shreveport, LA 71101 318-677-2504 Webster, Bienville, Claiborne Office 202 Miller St. | Minden, LA 71055 318-677-2504, Ext. 140 www.unitedwaynwla.org

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Page 1: 2015 Community of Financial Position HEALTH ANNUAL REPORT ... · Mike Salter Merrill Wautlet Accountability Statement UWNWLA is committed to responsible stewardship, and diligence

Total Lives Changed75,295

CommunityGIVING

2015 Statementof Financial Position

Total Revenue $1,899,489.74

Total Expenditures $1,850,596.80

Profi t/Loss $48,892.94

2015 Assets $1,567,231.29

2015 Liabilities $454,164.95

2015 Net Assets $1,113,066.30(unaudited; January 1 to December 31)

2015ANNUAL REPORT TO THE COMMUNIT Y

20152015ANNUAL REPORTANNUAL REPORTTO THE COMMUNIT YTO THE COMMUNIT Y

HEALTH

ESSENTIAL NEEDS

Empowering healthy lives. Building a healthier community.

Comforting those in crisis.Helping our most vulnerable.

Our Focus

Access to Health Care · Able to access medical and

dental care· Receive necessary

prescriptions and glasses

Healthy Living · Create healthy eating and

physical activities· Develop healthy habits and

lifestyles· Provide a safe home and

community

OurFocus

Meeting Immediate Needs· Provide food assistance · Shelter homeless and

people in crisis· Assist elderly with

transportation

Emotional Support· Provide counseling for

abuse victims· Help veterans in life crisis

Disaster Response· Aid in disaster and medical

services

Collaborative Partners

Caddo Bossier Cancer Foundation LeagueCatholic Charities of ShreveportFit For LifeMartin Luther King Health CenterMuscular Dystrophy AssociationNorthwest Louisiana Interfaith PharmacyShreveport Bossier Rescue MissionSt. Luke’s Episcopal Mobile Medical Ministry

Collaborative Partners

American Red CrossCaddo Council on AgingCenter for Families Emergency Food & Shelter ProgramEyeglass FundFood Bank of Central LouisianaGingerbread HouseHoly Angels Residential FacilityLouisiana Assoc. on Compulsive GamblingNatchitoches Parish Council on AgingNorthwest Louisiana Food BankPhiladelphia CenterProject CelebrationProvidence HouseRenesting ProjectSamaritan Counseling CenterSalvation Army Shreveport-Bossier Rescue MissionUnited Christian HomeVolunteers for Youth JusticeYouth Outreach ServicesYWCA of Northwest Louisiana

PROGRAM SPOTLIGHT:

Anyone without health insurance, Medicare or other

benefi t plans can save up to 75 percent on prescriptions, for free. United Way of Northwest Louisiana and FamilyWize, has helped families in Northwest

Louisiana save more than $18,125 on medications by using the free Prescription Discount Card.

Nearly 8,000 Northwest Louisiana residents have saved $1,349,754 since 2007, with nearly 100,000 claims to date.

By the Numbers:2015 NWLA Statewide

Total Savings: $18,125 $1,904,217Total claims: 7,897 80,914Avg savings per person: $25.29 $23.53

2015 Top Ten PartnersCompanies that raise the most dollarsAEP Swepco & IBEW 329 Calumet Shreveport Lubricants and WaxesCenterPoint EnergyCaddo Parish SchoolsEnterprise Holdings International Paper – Mansfi eld MillLibbey GlassSam’s Town Hotel and Casino Volunteers of AmericaZachry Group

Diamond Award WinnersCompanies that raise the most dollars based on the number of employeesOver 250 Employees – AEP Swepco/IBEW 32100-249 Employees – McElroy Metal50-99 Employees – Heard, McElroy & VestalLess than 50 Employees – Kinsey Interests

Movers and ShakersCompanies that have the largest increase over their last year resultsWillis Knighton Health SystemGrand Gallery/Ethan AllenArgent Financial ServicesColdwell Banker GossleeHunt, Guillot & Associates

2015 SponsorsArgent Financial MindenBarksdale Federal Credit UnionBlue Cross Blue Shield of LouisianaBrentwood Behavioral Healthcare Caddo Parish Teachers Federal Credit Union Century 21 EliteGamble Guest Care GroupGibsland Bank & Trust - Main BranchHamm Mechanical, LLCMargaritaville Resort CasinoNorthwestern State University

CommunityINVESTMENT

VITA (refunds & tax savings*) $4,911,766.00

Combined Federal Campaign Revenue $423,377.16

Campaign Revenue $1,899,489.74

Bank On Shreveport $881,352.00

Dolly Parton's Imagination Library $34,304.80

Volunteer Services $117,897.12

Donations by Businesses** $113,686.00

UW Impact Assistance Programs*** $633,808.11

TOTAL $9,015,680.93

Operational Excellence CommitteeJohn Schmidt,

ChairmanWilliam BradfordChase CrumpPatton FritzeJudy MadisonDon OlsonJanice SneedPete Zanmiller

Community Impact Committee ChairsDarlene RossumWilliam BradfordDella Copp Don Olson

Resource Development CommitteeDon Olson,

ChairmanWilliam BradfordDick BremerMerritt Chastain Dr. Jerome Cox Hardy Foreman Bob HammFred Kent

Steve KiralyGreg Lott Steve Lindsey Mike Salter Merrill Wautlet

Accountability StatementUWNWLA is committed to responsible stewardship, and diligence in keeping our administrative and fundraising costs well below the national standard for nonprofi ts. Our partner agencies receiving grant funding are held to the same high standard and reviewed annually.

Notes: The above revenue reported refl ects the fi scal year of 2015 only. *Tax Year 2014; **Goods and services; ***Impact Assistance Programs include the Eyeglass fund, Emergency Food and Shelter Program, Arkla Fuel Fund, and Sam’s Town Crisis Fund.

Ninety-nine cents of every dollar donated stays in Northwest Louisiana.SERVING 10 PARISHES INCLUDING: Caddo, Bossier, Webster, DeSoto, Natchitoches, Bienville, Claiborne, Sabine, Red River and Winn

PROGRAM SPOTLIGHT:

The United Way of Northwest Louisiana began the Closers’ Club in 2015. A membership of local residential and commercial REALTORS® committed

to advancing the common good of our communities, the program is specialized to their needs. The Closers’ Club enables gifts with each commission versus a set amount per paycheck.

Coldwell Banker Gosslee and Associates and Century 21 Elite are the Charter Members of the Club.

Member Agents: Sue CampbellYvonne DavlinShannon DeanSarah Lee Drysdale

Craig FalbaumClaire HenrySharon LaCazeSharon Martinelli

Alice SampleElaine Sample-GaylePolly VineyardJamie Waites

Carrie White

Total Giving$2,301,307

820 Jordan St., Ste. 370Shreveport, LA 71101318-677-2504Webster, Bienville, Claiborne Offi ce202 Miller St. | Minden, LA 71055318-677-2504, Ext. 140

www.unitedwaynwla.org

2016 01 UW Annual Report TALL.indd 1 2/19/16 4:22 PM

Page 2: 2015 Community of Financial Position HEALTH ANNUAL REPORT ... · Mike Salter Merrill Wautlet Accountability Statement UWNWLA is committed to responsible stewardship, and diligence

Total Lives Changed75,295

CommunityGIVING

2015 Statementof Financial Position

Total Revenue $1,899,489.74

Total Expenditures $1,850,596.80

Profi t/Loss $48,892.94

2015 Assets $1,567,231.29

2015 Liabilities $454,164.95

2015 Net Assets $1,113,066.30(unaudited; January 1 to December 31)

2015ANNUAL REPORT TO THE COMMUNIT Y

20152015ANNUAL REPORTANNUAL REPORTTO THE COMMUNIT YTO THE COMMUNIT Y

HEALTH

ESSENTIAL NEEDS

Empowering healthy lives. Building a healthier community.

Comforting those in crisis.Helping our most vulnerable.

Our Focus

Access to Health Care · Able to access medical and

dental care· Receive necessary

prescriptions and glasses

Healthy Living · Create healthy eating and

physical activities· Develop healthy habits and

lifestyles· Provide a safe home and

community

OurFocus

Meeting Immediate Needs· Provide food assistance · Shelter homeless and

people in crisis· Assist elderly with

transportation

Emotional Support· Provide counseling for

abuse victims· Help veterans in life crisis

Disaster Response· Aid in disaster and medical

services

Collaborative Partners

Caddo Bossier Cancer Foundation LeagueCatholic Charities of ShreveportFit For LifeMartin Luther King Health CenterMuscular Dystrophy AssociationNorthwest Louisiana Interfaith PharmacyShreveport Bossier Rescue MissionSt. Luke’s Episcopal Mobile Medical Ministry

Collaborative Partners

American Red CrossCaddo Council on AgingCenter for Families Emergency Food & Shelter ProgramEyeglass FundFood Bank of Central LouisianaGingerbread HouseHoly Angels Residential FacilityLouisiana Assoc. on Compulsive GamblingNatchitoches Parish Council on AgingNorthwest Louisiana Food BankPhiladelphia CenterProject CelebrationProvidence HouseRenesting ProjectSamaritan Counseling CenterSalvation Army Shreveport-Bossier Rescue MissionUnited Christian HomeVolunteers for Youth JusticeYouth Outreach ServicesYWCA of Northwest Louisiana

PROGRAM SPOTLIGHT:

Anyone without health insurance, Medicare or other

benefi t plans can save up to 75 percent on prescriptions, for free. United Way of Northwest Louisiana and FamilyWize, has helped families in Northwest

Louisiana save more than $18,125 on medications by using the free Prescription Discount Card.

Nearly 8,000 Northwest Louisiana residents have saved $1,349,754 since 2007, with nearly 100,000 claims to date.

By the Numbers:2015 NWLA Statewide

Total Savings: $18,125 $1,904,217Total claims: 7,897 80,914Avg savings per person: $25.29 $23.53

2015 Top Ten PartnersCompanies that raise the most dollarsAEP Swepco & IBEW 329 Calumet Shreveport Lubricants and WaxesCenterPoint EnergyCaddo Parish SchoolsEnterprise Holdings International Paper – Mansfi eld MillLibbey GlassSam’s Town Hotel and Casino Volunteers of AmericaZachry Group

Diamond Award WinnersCompanies that raise the most dollars based on the number of employeesOver 250 Employees – AEP Swepco/IBEW 32100-249 Employees – McElroy Metal50-99 Employees – Heard, McElroy & VestalLess than 50 Employees – Kinsey Interests

Movers and ShakersCompanies that have the largest increase over their last year resultsWillis Knighton Health SystemGrand Gallery/Ethan AllenArgent Financial ServicesColdwell Banker GossleeHunt, Guillot & Associates

2015 SponsorsArgent Financial MindenBarksdale Federal Credit UnionBlue Cross Blue Shield of LouisianaBrentwood Behavioral Healthcare Caddo Parish Teachers Federal Credit Union Century 21 EliteGamble Guest Care GroupGibsland Bank & Trust - Main BranchHamm Mechanical, LLCMargaritaville Resort CasinoNorthwestern State University

CommunityINVESTMENT

VITA (refunds & tax savings*) $4,911,766.00

Combined Federal Campaign Revenue $423,377.16

Campaign Revenue $1,899,489.74

Bank On Shreveport $881,352.00

Dolly Parton's Imagination Library $34,304.80

Volunteer Services $117,897.12

Donations by Businesses** $113,686.00

UW Impact Assistance Programs*** $633,808.11

TOTAL $9,015,680.93

Operational Excellence CommitteeJohn Schmidt,

ChairmanWilliam BradfordChase CrumpPatton FritzeJudy MadisonDon OlsonJanice SneedPete Zanmiller

Community Impact Committee ChairsDarlene RossumWilliam BradfordDella Copp Don Olson

Resource Development CommitteeDon Olson,

ChairmanWilliam BradfordDick BremerMerritt Chastain Dr. Jerome Cox Hardy Foreman Bob HammFred Kent

Steve KiralyGreg Lott Steve Lindsey Mike Salter Merrill Wautlet

Accountability StatementUWNWLA is committed to responsible stewardship, and diligence in keeping our administrative and fundraising costs well below the national standard for nonprofi ts. Our partner agencies receiving grant funding are held to the same high standard and reviewed annually.

Notes: The above revenue reported refl ects the fi scal year of 2015 only. *Tax Year 2014; **Goods and services; ***Impact Assistance Programs include the Eyeglass fund, Emergency Food and Shelter Program, Arkla Fuel Fund, and Sam’s Town Crisis Fund.

Ninety-nine cents of every dollar donated stays in Northwest Louisiana.SERVING 10 PARISHES INCLUDING: Caddo, Bossier, Webster, DeSoto, Natchitoches, Bienville, Claiborne, Sabine, Red River and Winn

PROGRAM SPOTLIGHT:

The United Way of Northwest Louisiana began the Closers’ Club in 2015. A membership of local residential and commercial REALTORS® committed

to advancing the common good of our communities, the program is specialized to their needs. The Closers’ Club enables gifts with each commission versus a set amount per paycheck.

Coldwell Banker Gosslee and Associates and Century 21 Elite are the Charter Members of the Club.

Member Agents: Sue CampbellYvonne DavlinShannon DeanSarah Lee Drysdale

Craig FalbaumClaire HenrySharon LaCazeSharon Martinelli

Alice SampleElaine Sample-GaylePolly VineyardJamie Waites

Carrie White

Total Giving$2,301,307

820 Jordan St., Ste. 370Shreveport, LA 71101318-677-2504Webster, Bienville, Claiborne Offi ce202 Miller St. | Minden, LA 71055318-677-2504, Ext. 140

www.unitedwaynwla.org

2016 01 UW Annual Report TALL.indd 1 2/19/16 4:22 PM

Page 3: 2015 Community of Financial Position HEALTH ANNUAL REPORT ... · Mike Salter Merrill Wautlet Accountability Statement UWNWLA is committed to responsible stewardship, and diligence

Total Lives Changed75,295

CommunityGIVING

2015 Statementof Financial Position

Total Revenue $1,899,489.74

Total Expenditures $1,850,596.80

Profi t/Loss $48,892.94

2015 Assets $1,567,231.29

2015 Liabilities $454,164.95

2015 Net Assets $1,113,066.30(unaudited; January 1 to December 31)

2015ANNUAL REPORT TO THE COMMUNIT Y

20152015ANNUAL REPORTANNUAL REPORTTO THE COMMUNIT YTO THE COMMUNIT Y

HEALTH

ESSENTIAL NEEDS

Empowering healthy lives. Building a healthier community.

Comforting those in crisis.Helping our most vulnerable.

Our Focus

Access to Health Care · Able to access medical and

dental care· Receive necessary

prescriptions and glasses

Healthy Living · Create healthy eating and

physical activities· Develop healthy habits and

lifestyles· Provide a safe home and

community

OurFocus

Meeting Immediate Needs· Provide food assistance · Shelter homeless and

people in crisis· Assist elderly with

transportation

Emotional Support· Provide counseling for

abuse victims· Help veterans in life crisis

Disaster Response· Aid in disaster and medical

services

Collaborative Partners

Caddo Bossier Cancer Foundation LeagueCatholic Charities of ShreveportFit For LifeMartin Luther King Health CenterMuscular Dystrophy AssociationNorthwest Louisiana Interfaith PharmacyShreveport Bossier Rescue MissionSt. Luke’s Episcopal Mobile Medical Ministry

Collaborative Partners

American Red CrossCaddo Council on AgingCenter for Families Emergency Food & Shelter ProgramEyeglass FundFood Bank of Central LouisianaGingerbread HouseHoly Angels Residential FacilityLouisiana Assoc. on Compulsive GamblingNatchitoches Parish Council on AgingNorthwest Louisiana Food BankPhiladelphia CenterProject CelebrationProvidence HouseRenesting ProjectSamaritan Counseling CenterSalvation Army Shreveport-Bossier Rescue MissionUnited Christian HomeVolunteers for Youth JusticeYouth Outreach ServicesYWCA of Northwest Louisiana

PROGRAM SPOTLIGHT:

Anyone without health insurance, Medicare or other

benefi t plans can save up to 75 percent on prescriptions, for free. United Way of Northwest Louisiana and FamilyWize, has helped families in Northwest

Louisiana save more than $18,125 on medications by using the free Prescription Discount Card.

Nearly 8,000 Northwest Louisiana residents have saved $1,349,754 since 2007, with nearly 100,000 claims to date.

By the Numbers:2015 NWLA Statewide

Total Savings: $18,125 $1,904,217Total claims: 7,897 80,914Avg savings per person: $25.29 $23.53

2015 Top Ten PartnersCompanies that raise the most dollarsAEP Swepco & IBEW 329 Calumet Shreveport Lubricants and WaxesCenterPoint EnergyCaddo Parish SchoolsEnterprise Holdings International Paper – Mansfi eld MillLibbey GlassSam’s Town Hotel and Casino Volunteers of AmericaZachry Group

Diamond Award WinnersCompanies that raise the most dollars based on the number of employeesOver 250 Employees – AEP Swepco/IBEW 32100-249 Employees – McElroy Metal50-99 Employees – Heard, McElroy & VestalLess than 50 Employees – Kinsey Interests

Movers and ShakersCompanies that have the largest increase over their last year resultsWillis Knighton Health SystemGrand Gallery/Ethan AllenArgent Financial ServicesColdwell Banker GossleeHunt, Guillot & Associates

2015 SponsorsArgent Financial MindenBarksdale Federal Credit UnionBlue Cross Blue Shield of LouisianaBrentwood Behavioral Healthcare Caddo Parish Teachers Federal Credit Union Century 21 EliteGamble Guest Care GroupGibsland Bank & Trust - Main BranchHamm Mechanical, LLCMargaritaville Resort CasinoNorthwestern State University

CommunityINVESTMENT

VITA (refunds & tax savings*) $4,911,766.00

Combined Federal Campaign Revenue $423,377.16

Campaign Revenue $1,899,489.74

Bank On Shreveport $881,352.00

Dolly Parton's Imagination Library $34,304.80

Volunteer Services $117,897.12

Donations by Businesses** $113,686.00

UW Impact Assistance Programs*** $633,808.11

TOTAL $9,015,680.93

Operational Excellence CommitteeJohn Schmidt,

ChairmanWilliam BradfordChase CrumpPatton FritzeJudy MadisonDon OlsonJanice SneedPete Zanmiller

Community Impact Committee ChairsDarlene RossumWilliam BradfordDella Copp Don Olson

Resource Development CommitteeDon Olson,

ChairmanWilliam BradfordDick BremerMerritt Chastain Dr. Jerome Cox Hardy Foreman Bob HammFred Kent

Steve KiralyGreg Lott Steve Lindsey Mike Salter Merrill Wautlet

Accountability StatementUWNWLA is committed to responsible stewardship, and diligence in keeping our administrative and fundraising costs well below the national standard for nonprofi ts. Our partner agencies receiving grant funding are held to the same high standard and reviewed annually.

Notes: The above revenue reported refl ects the fi scal year of 2015 only. *Tax Year 2014; **Goods and services; ***Impact Assistance Programs include the Eyeglass fund, Emergency Food and Shelter Program, Arkla Fuel Fund, and Sam’s Town Crisis Fund.

Ninety-nine cents of every dollar donated stays in Northwest Louisiana.SERVING 10 PARISHES INCLUDING: Caddo, Bossier, Webster, DeSoto, Natchitoches, Bienville, Claiborne, Sabine, Red River and Winn

PROGRAM SPOTLIGHT:

The United Way of Northwest Louisiana began the Closers’ Club in 2015. A membership of local residential and commercial REALTORS® committed

to advancing the common good of our communities, the program is specialized to their needs. The Closers’ Club enables gifts with each commission versus a set amount per paycheck.

Coldwell Banker Gosslee and Associates and Century 21 Elite are the Charter Members of the Club.

Member Agents: Sue CampbellYvonne DavlinShannon DeanSarah Lee Drysdale

Craig FalbaumClaire HenrySharon LaCazeSharon Martinelli

Alice SampleElaine Sample-GaylePolly VineyardJamie Waites

Carrie White

Total Giving$2,301,307

820 Jordan St., Ste. 370Shreveport, LA 71101318-677-2504Webster, Bienville, Claiborne Offi ce202 Miller St. | Minden, LA 71055318-677-2504, Ext. 140

www.unitedwaynwla.org

2016 01 UW Annual Report TALL.indd 1 2/19/16 4:22 PM

Page 4: 2015 Community of Financial Position HEALTH ANNUAL REPORT ... · Mike Salter Merrill Wautlet Accountability Statement UWNWLA is committed to responsible stewardship, and diligence

2015 BOARD OFDIRECTORSWilliam Bradford, Chairman,

City of Shreveport

Della Copp, Chair Elect, Community Volunteer

John Schmidt, Vice Chair Finances, Heard, McElroy, & Vestal

Darlene Rossum, Vice Chair Community Impact, IBERIABANK

Don Olson, Vice Chair Resource Development, Hunt, Guillot & Associates

Bruce Willson, CEO/Corporate Secretary, United Way of Northwest Louisiana

Jack Andres, AEP SWEPCO

Merritt Chastain, Jr., Attorney

Dr. Stephen Cox, Musculoskeletal Institute of LA

Dr. Jerome Cox, Saint Joseph’s Hospice Shreveport, LLC

Chase Crump, Williams Financial Advisors

Kim Etland, Sam’s Town Hotel & Casino

Patton Fritze, Red River Motor Company

Jim Henderson, Northwestern State University

Lynn Higginbotham, Argent Financial

Lisa Johnson, Bossier Chamber of Commerce

Joe Kane, Lamar Advertising

Steve Kiraly, CenterPoint Energy

Judy Madison, Red River Bank

Jane Molloy, Community Volunteer

Ian McElroy, McElroy Metal

Mike Mosura, Anytime Fitness

Paul Pratt, Chesapeake Energy

Peggy Ramey, BHP Billiton

Alice Sample, Coldwell Banker Realtors

Janice Sneed, Southern University at Shreveport

Stefanie Y’Barbo, BancorpSouth

Pete Zanmiller, AFS Logistics

EDUCATION FINANCIAL STABILITY Helping children succeed.

When children succeed, we all win. Strengthening families.

Every dollar counts.

Northwest Louisiana Impact Focus

Our Focus

School Readiness· Enter kindergarten

equipped to succeed

Kids on Track· Proficiently read by 4th

grade· Successful transition to

middle school

Enhancing Environments for Children· Reduce truancy for all grade

levels· Increase high school

graduation rates

Graduation and Beyond· Be prepared for post

graduate success

Our Focus

Maintain and Increase Income· Secure and sustain

employment

Financial Education and Services· Develop financial literacy

skills· Learn to budget and save

Affordable Housing· Obtain affordable,

independent housing· Receive income support

and subsidies

Collaborative Partners

Arc of Caddo BossierCareer Compass of LouisianaDolly Parton Imagination Library Heart of Hope MinistriesLSUS FoundationNORWELA Boy ScoutsPlant a Seed FoundationShreveport Bossier Cinco de MayoThe Salvation ArmyVolunteers of AmericaYouth Enrichment ProgramMinden Back to School Bash

Collaborative Partners

Bank On ShreveportCatholic Charities Co-Habitat FoundationDress for Success Shreveport BossierGoodwill Industries of North Louisiana Inner City Entrepreneur InstituteJunior Achievement My Free TaxesSadies ArmsVolunteer Income Tax Assistance Program

PROGRAM SPOTLIGHT:

Literacy is a critical bridge to success in school, work and life. Imagination

Library offers children in five strategic zip codes the gift of books in their home – making the route toward literacy an easier one.

By the Numbers:First Qtr 888

Second Qtr 922Third Qtr 1,199

Fourth Qtr 1,688Total 4,697

Funds Distribution ProcessUWNWLA distributes funds through a grants process. Eligible 501(C3) nonprofits must demonstrate that the funds will be used to address one of the critical issues UWNWLA seeks to address. Applications are reviewed by community volunteers who make final recommendations to the Board of Directors.

PROGRAM SPOTLIGHT:

United Way of Northwest Louisiana is dedicated to helping lower-income,

working individuals and families rise out of poverty and become financially secure through VITA (Volunteer Income Tax Assistance). Thanks to Capital One who helped to underwrite the cost. By the Numbers:

Returns Prepared 2,729Refunds $3,095,911

EITC Prepared 898EITC Dollars $1,374,481

Bank On Shreveport helps the unbanked and under-

banked achieve and maintain financial stability. Its purpose is to break down the barriers of banking and create an easier pathway for residents to enter the financial mainstream.

By the Numbers:Outreaches and Workshops Held 48

Bank Accounts Opened 1,005*

*Numbers reflect January – September 2015

SPONSORED IN PART BY

Collaborative Partners  BancorpSouth BankBarksdale Federal

Credit UnionCampus Federal

Credit UnionCatholic Charities

of ShreveportCitizens National BankFort Sill National BankHands UpHighland Center

Ministries (Volunteers of America)

IBERIABANK

Mount Canaan Baptist Church

NZBC Urban Corporation

Pelican State Credit Union

Progressive BankRed River BankRegions BankShreveport Federal

Credit UnionStonewall

Multi-Cultural Development Center

Woodforest National Bank

PROGRAM SPOTLIGHT:

Carolyn W. & Charles T. Beaird Foundation

Gannett FoundationRotary Club of Bossier City

Rotary Club of ShreveportRotary District 6190Individual Donors

Day of CaringIn 2015, Day of Caring returned after a brief hiatus. This volunteer event connected more than 20 businesses with 24 nonprofits. Over 200 volunteers painted, sorted, cleaned, and more. More than 780 hours were volunteered in this one day!

The first Day of Caring in Minden had 40 volunteers who donated 120 hours of service.

Mission Working on priority issues in order to create measurable impact, thereby improving lives in our region through the areas of Education, Financial Stability, Health, and Essential Needs.

VisionTo collaboratively improve the lives of the people in Northwest Louisiana.

United Way and Bossier Parish Schools

hosted a Day of Service October 24. The

volunteer event included students, teachers,

administrators and parents who have pledged

to pay it forward.

More than 300 volunteers participated in 16

projects. Nearly 600 volunteer hours were

accumulated in this one day event.

“Instilling character in our young people is something Bossier Schools believes in strongly.”

-BOSSIER PARISH SCHOOLS SUPERINTENDENT D.C. MACHEN.

PROGRAM SPOTLIGHT:

VOLUNTEERISMCorporate Engagement

Back to SchoolEnthusiastic volunteers worked with United Way collecting school supplies. Filled backpacks were distributed at three events and to the Caddo Transformation schools. More than 4,500 children returned to school ready.

Bossier Day of Service

By the Numbers:

Hours volunteered 2,836.5Volunteer investment $65,438

Projects 61

Thanks to our Community Partners

"It costs families an average of $600 to send a child back to school with the basic supplies required."

-BRUCE WILLSON, CEO

2016 01 UW Annual Report TALL.indd 2 2/19/16 4:22 PM

2015 BOARD OFDIRECTORSWilliam Bradford, Chairman,

City of Shreveport

Della Copp, Chair Elect, Community Volunteer

John Schmidt, Vice Chair Finances, Heard, McElroy, & Vestal

Darlene Rossum, Vice Chair Community Impact, IBERIABANK

Don Olson, Vice Chair Resource Development, Hunt, Guillot & Associates

Bruce Willson, CEO/Corporate Secretary, United Way of Northwest Louisiana

Jack Andres, AEP SWEPCO

Merritt Chastain, Jr., Attorney

Dr. Stephen Cox, Musculoskeletal Institute of LA

Dr. Jerome Cox, Saint Joseph’s Hospice Shreveport, LLC

Chase Crump, Williams Financial Advisors

Kim Etland, Sam’s Town Hotel & Casino

Patton Fritze, Red River Motor Company

Jim Henderson, Northwestern State University

Lynn Higginbotham, Argent Financial

Lisa Johnson, Bossier Chamber of Commerce

Joe Kane, Lamar Advertising

Steve Kiraly, CenterPoint Energy

Judy Madison, Red River Bank

Jane Molloy, Community Volunteer

Ian McElroy, McElroy Metal

Mike Mosura, Anytime Fitness

Paul Pratt, Chesapeake Energy

Peggy Ramey, BHP Billiton

Alice Sample, Coldwell Banker Realtors

Janice Sneed, Southern University at Shreveport

Stefanie Y’Barbo, BancorpSouth

Pete Zanmiller, AFS Logistics

EDUCATION FINANCIAL STABILITY Helping children succeed.

When children succeed, we all win. Strengthening families.

Every dollar counts.

Northwest Louisiana Impact Focus

Our Focus

School Readiness· Enter kindergarten

equipped to succeed

Kids on Track· Proficiently read by 4th

grade· Successful transition to

middle school

Enhancing Environments for Children· Reduce truancy for all grade

levels· Increase high school

graduation rates

Graduation and Beyond· Be prepared for post

graduate success

Our Focus

Maintain and Increase Income· Secure and sustain

employment

Financial Education and Services· Develop financial literacy

skills· Learn to budget and save

Affordable Housing· Obtain affordable,

independent housing· Receive income support

and subsidies

Collaborative Partners

Arc of Caddo BossierCareer Compass of LouisianaDolly Parton Imagination Library Heart of Hope MinistriesLSUS FoundationNORWELA Boy ScoutsPlant a Seed FoundationShreveport Bossier Cinco de MayoThe Salvation ArmyVolunteers of AmericaYouth Enrichment ProgramMinden Back to School Bash

Collaborative Partners

Bank On ShreveportCatholic Charities Co-Habitat FoundationDress for Success Shreveport BossierGoodwill Industries of North Louisiana Inner City Entrepreneur InstituteJunior Achievement My Free TaxesSadies ArmsVolunteer Income Tax Assistance Program

PROGRAM SPOTLIGHT:

Literacy is a critical bridge to success in school, work and life. Imagination

Library offers children in five strategic zip codes the gift of books in their home – making the route toward literacy an easier one.

By the Numbers:First Qtr 888

Second Qtr 922Third Qtr 1,199

Fourth Qtr 1,688Total 4,697

Funds Distribution ProcessUWNWLA distributes funds through a grants process. Eligible 501(C3) nonprofits must demonstrate that the funds will be used to address one of the critical issues UWNWLA seeks to address. Applications are reviewed by community volunteers who make final recommendations to the Board of Directors.

PROGRAM SPOTLIGHT:

United Way of Northwest Louisiana is dedicated to helping lower-income,

working individuals and families rise out of poverty and become financially secure through VITA (Volunteer Income Tax Assistance). Thanks to Capital One who helped to underwrite the cost. By the Numbers:

Returns Prepared 2,729Refunds $3,095,911

EITC Prepared 898EITC Dollars $1,374,481

Bank On Shreveport helps the unbanked and under-

banked achieve and maintain financial stability. Its purpose is to break down the barriers of banking and create an easier pathway for residents to enter the financial mainstream.

By the Numbers:Outreaches and Workshops Held 48

Bank Accounts Opened 1,005*

*Numbers reflect January – September 2015

SPONSORED IN PART BY

Collaborative Partners  BancorpSouth BankBarksdale Federal

Credit UnionCampus Federal

Credit UnionCatholic Charities

of ShreveportCitizens National BankFort Sill National BankHands UpHighland Center

Ministries (Volunteers of America)

IBERIABANK

Mount Canaan Baptist Church

NZBC Urban Corporation

Pelican State Credit Union

Progressive BankRed River BankRegions BankShreveport Federal

Credit UnionStonewall

Multi-Cultural Development Center

Woodforest National Bank

PROGRAM SPOTLIGHT:

Carolyn W. & Charles T. Beaird Foundation

Gannett FoundationRotary Club of Bossier City

Rotary Club of ShreveportRotary District 6190Individual Donors

Day of CaringIn 2015, Day of Caring returned after a brief hiatus. This volunteer event connected more than 20 businesses with 24 nonprofits. Over 200 volunteers painted, sorted, cleaned, and more. More than 780 hours were volunteered in this one day!

The first Day of Caring in Minden had 40 volunteers who donated 120 hours of service.

Mission Working on priority issues in order to create measurable impact, thereby improving lives in our region through the areas of Education, Financial Stability, Health, and Essential Needs.

VisionTo collaboratively improve the lives of the people in Northwest Louisiana.

United Way and Bossier Parish Schools

hosted a Day of Service October 24. The

volunteer event included students, teachers,

administrators and parents who have pledged

to pay it forward.

More than 300 volunteers participated in 16

projects. Nearly 600 volunteer hours were

accumulated in this one day event.

“Instilling character in our young people is something Bossier Schools believes in strongly.”

-BOSSIER PARISH SCHOOLS SUPERINTENDENT D.C. MACHEN.

PROGRAM SPOTLIGHT:

VOLUNTEERISMCorporate Engagement

Back to SchoolEnthusiastic volunteers worked with United Way collecting school supplies. Filled backpacks were distributed at three events and to the Caddo Transformation schools. More than 4,500 children returned to school ready.

Bossier Day of Service

By the Numbers:

Hours volunteered 2,836.5Volunteer investment $65,438

Projects 61

Thanks to our Community Partners

"It costs families an average of $600 to send a child back to school with the basic supplies required."

-BRUCE WILLSON, CEO

2016 01 UW Annual Report TALL.indd 2 2/19/16 4:22 PM

Page 5: 2015 Community of Financial Position HEALTH ANNUAL REPORT ... · Mike Salter Merrill Wautlet Accountability Statement UWNWLA is committed to responsible stewardship, and diligence

2015 BOARD OFDIRECTORSWilliam Bradford, Chairman,

City of Shreveport

Della Copp, Chair Elect, Community Volunteer

John Schmidt, Vice Chair Finances, Heard, McElroy, & Vestal

Darlene Rossum, Vice Chair Community Impact, IBERIABANK

Don Olson, Vice Chair Resource Development, Hunt, Guillot & Associates

Bruce Willson, CEO/Corporate Secretary, United Way of Northwest Louisiana

Jack Andres, AEP SWEPCO

Merritt Chastain, Jr., Attorney

Dr. Stephen Cox, Musculoskeletal Institute of LA

Dr. Jerome Cox, Saint Joseph’s Hospice Shreveport, LLC

Chase Crump, Williams Financial Advisors

Kim Etland, Sam’s Town Hotel & Casino

Patton Fritze, Red River Motor Company

Jim Henderson, Northwestern State University

Lynn Higginbotham, Argent Financial

Lisa Johnson, Bossier Chamber of Commerce

Joe Kane, Lamar Advertising

Steve Kiraly, CenterPoint Energy

Judy Madison, Red River Bank

Jane Molloy, Community Volunteer

Ian McElroy, McElroy Metal

Mike Mosura, Anytime Fitness

Paul Pratt, Chesapeake Energy

Peggy Ramey, BHP Billiton

Alice Sample, Coldwell Banker Realtors

Janice Sneed, Southern University at Shreveport

Stefanie Y’Barbo, BancorpSouth

Pete Zanmiller, AFS Logistics

EDUCATION FINANCIAL STABILITY Helping children succeed.

When children succeed, we all win. Strengthening families.

Every dollar counts.

Northwest Louisiana Impact Focus

Our Focus

School Readiness· Enter kindergarten

equipped to succeed

Kids on Track· Proficiently read by 4th

grade· Successful transition to

middle school

Enhancing Environments for Children· Reduce truancy for all grade

levels· Increase high school

graduation rates

Graduation and Beyond· Be prepared for post

graduate success

Our Focus

Maintain and Increase Income· Secure and sustain

employment

Financial Education and Services· Develop financial literacy

skills· Learn to budget and save

Affordable Housing· Obtain affordable,

independent housing· Receive income support

and subsidies

Collaborative Partners

Arc of Caddo BossierCareer Compass of LouisianaDolly Parton Imagination Library Heart of Hope MinistriesLSUS FoundationNORWELA Boy ScoutsPlant a Seed FoundationShreveport Bossier Cinco de MayoThe Salvation ArmyVolunteers of AmericaYouth Enrichment ProgramMinden Back to School Bash

Collaborative Partners

Bank On ShreveportCatholic Charities Co-Habitat FoundationDress for Success Shreveport BossierGoodwill Industries of North Louisiana Inner City Entrepreneur InstituteJunior Achievement My Free TaxesSadies ArmsVolunteer Income Tax Assistance Program

PROGRAM SPOTLIGHT:

Literacy is a critical bridge to success in school, work and life. Imagination

Library offers children in five strategic zip codes the gift of books in their home – making the route toward literacy an easier one.

By the Numbers:First Qtr 888

Second Qtr 922Third Qtr 1,199

Fourth Qtr 1,688Total 4,697

Funds Distribution ProcessUWNWLA distributes funds through a grants process. Eligible 501(C3) nonprofits must demonstrate that the funds will be used to address one of the critical issues UWNWLA seeks to address. Applications are reviewed by community volunteers who make final recommendations to the Board of Directors.

PROGRAM SPOTLIGHT:

United Way of Northwest Louisiana is dedicated to helping lower-income,

working individuals and families rise out of poverty and become financially secure through VITA (Volunteer Income Tax Assistance). Thanks to Capital One who helped to underwrite the cost. By the Numbers:

Returns Prepared 2,729Refunds $3,095,911

EITC Prepared 898EITC Dollars $1,374,481

Bank On Shreveport helps the unbanked and under-

banked achieve and maintain financial stability. Its purpose is to break down the barriers of banking and create an easier pathway for residents to enter the financial mainstream.

By the Numbers:Outreaches and Workshops Held 48

Bank Accounts Opened 1,005*

*Numbers reflect January – September 2015

SPONSORED IN PART BY

Collaborative Partners  BancorpSouth BankBarksdale Federal

Credit UnionCampus Federal

Credit UnionCatholic Charities

of ShreveportCitizens National BankFort Sill National BankHands UpHighland Center

Ministries (Volunteers of America)

IBERIABANK

Mount Canaan Baptist Church

NZBC Urban Corporation

Pelican State Credit Union

Progressive BankRed River BankRegions BankShreveport Federal

Credit UnionStonewall

Multi-Cultural Development Center

Woodforest National Bank

PROGRAM SPOTLIGHT:

Carolyn W. & Charles T. Beaird Foundation

Gannett FoundationRotary Club of Bossier City

Rotary Club of ShreveportRotary District 6190Individual Donors

Day of CaringIn 2015, Day of Caring returned after a brief hiatus. This volunteer event connected more than 20 businesses with 24 nonprofits. Over 200 volunteers painted, sorted, cleaned, and more. More than 780 hours were volunteered in this one day!

The first Day of Caring in Minden had 40 volunteers who donated 120 hours of service.

Mission Working on priority issues in order to create measurable impact, thereby improving lives in our region through the areas of Education, Financial Stability, Health, and Essential Needs.

VisionTo collaboratively improve the lives of the people in Northwest Louisiana.

United Way and Bossier Parish Schools

hosted a Day of Service October 24. The

volunteer event included students, teachers,

administrators and parents who have pledged

to pay it forward.

More than 300 volunteers participated in 16

projects. Nearly 600 volunteer hours were

accumulated in this one day event.

“Instilling character in our young people is something Bossier Schools believes in strongly.”

-BOSSIER PARISH SCHOOLS SUPERINTENDENT D.C. MACHEN.

PROGRAM SPOTLIGHT:

VOLUNTEERISMCorporate Engagement

Back to SchoolEnthusiastic volunteers worked with United Way collecting school supplies. Filled backpacks were distributed at three events and to the Caddo Transformation schools. More than 4,500 children returned to school ready.

Bossier Day of Service

By the Numbers:

Hours volunteered 2,836.5Volunteer investment $65,438

Projects 61

Thanks to our Community Partners

"It costs families an average of $600 to send a child back to school with the basic supplies required."

-BRUCE WILLSON, CEO

2016 01 UW Annual Report TALL.indd 2 2/19/16 4:22 PM

Page 6: 2015 Community of Financial Position HEALTH ANNUAL REPORT ... · Mike Salter Merrill Wautlet Accountability Statement UWNWLA is committed to responsible stewardship, and diligence

2015 BOARD OFDIRECTORSWilliam Bradford, Chairman,

City of Shreveport

Della Copp, Chair Elect, Community Volunteer

John Schmidt, Vice Chair Finances, Heard, McElroy, & Vestal

Darlene Rossum, Vice Chair Community Impact, IBERIABANK

Don Olson, Vice Chair Resource Development, Hunt, Guillot & Associates

Bruce Willson, CEO/Corporate Secretary, United Way of Northwest Louisiana

Jack Andres, AEP SWEPCO

Merritt Chastain, Jr., Attorney

Dr. Stephen Cox, Musculoskeletal Institute of LA

Dr. Jerome Cox, Saint Joseph’s Hospice Shreveport, LLC

Chase Crump, Williams Financial Advisors

Kim Etland, Sam’s Town Hotel & Casino

Patton Fritze, Red River Motor Company

Jim Henderson, Northwestern State University

Lynn Higginbotham, Argent Financial

Lisa Johnson, Bossier Chamber of Commerce

Joe Kane, Lamar Advertising

Steve Kiraly, CenterPoint Energy

Judy Madison, Red River Bank

Jane Molloy, Community Volunteer

Ian McElroy, McElroy Metal

Mike Mosura, Anytime Fitness

Paul Pratt, Chesapeake Energy

Peggy Ramey, BHP Billiton

Alice Sample, Coldwell Banker Realtors

Janice Sneed, Southern University at Shreveport

Stefanie Y’Barbo, BancorpSouth

Pete Zanmiller, AFS Logistics

EDUCATION FINANCIAL STABILITY Helping children succeed.

When children succeed, we all win. Strengthening families.

Every dollar counts.

Northwest Louisiana Impact Focus

Our Focus

School Readiness· Enter kindergarten

equipped to succeed

Kids on Track· Proficiently read by 4th

grade· Successful transition to

middle school

Enhancing Environments for Children· Reduce truancy for all grade

levels· Increase high school

graduation rates

Graduation and Beyond· Be prepared for post

graduate success

Our Focus

Maintain and Increase Income· Secure and sustain

employment

Financial Education and Services· Develop financial literacy

skills· Learn to budget and save

Affordable Housing· Obtain affordable,

independent housing· Receive income support

and subsidies

Collaborative Partners

Arc of Caddo BossierCareer Compass of LouisianaDolly Parton Imagination Library Heart of Hope MinistriesLSUS FoundationNORWELA Boy ScoutsPlant a Seed FoundationShreveport Bossier Cinco de MayoThe Salvation ArmyVolunteers of AmericaYouth Enrichment ProgramMinden Back to School Bash

Collaborative Partners

Bank On ShreveportCatholic Charities Co-Habitat FoundationDress for Success Shreveport BossierGoodwill Industries of North Louisiana Inner City Entrepreneur InstituteJunior Achievement My Free TaxesSadies ArmsVolunteer Income Tax Assistance Program

PROGRAM SPOTLIGHT:

Literacy is a critical bridge to success in school, work and life. Imagination

Library offers children in five strategic zip codes the gift of books in their home – making the route toward literacy an easier one.

By the Numbers:First Qtr 888

Second Qtr 922Third Qtr 1,199

Fourth Qtr 1,688Total 4,697

Funds Distribution ProcessUWNWLA distributes funds through a grants process. Eligible 501(C3) nonprofits must demonstrate that the funds will be used to address one of the critical issues UWNWLA seeks to address. Applications are reviewed by community volunteers who make final recommendations to the Board of Directors.

PROGRAM SPOTLIGHT:

United Way of Northwest Louisiana is dedicated to helping lower-income,

working individuals and families rise out of poverty and become financially secure through VITA (Volunteer Income Tax Assistance). Thanks to Capital One who helped to underwrite the cost. By the Numbers:

Returns Prepared 2,729Refunds $3,095,911

EITC Prepared 898EITC Dollars $1,374,481

Bank On Shreveport helps the unbanked and under-

banked achieve and maintain financial stability. Its purpose is to break down the barriers of banking and create an easier pathway for residents to enter the financial mainstream.

By the Numbers:Outreaches and Workshops Held 48

Bank Accounts Opened 1,005*

*Numbers reflect January – September 2015

SPONSORED IN PART BY

Collaborative Partners  BancorpSouth BankBarksdale Federal

Credit UnionCampus Federal

Credit UnionCatholic Charities

of ShreveportCitizens National BankFort Sill National BankHands UpHighland Center

Ministries (Volunteers of America)

IBERIABANK

Mount Canaan Baptist Church

NZBC Urban Corporation

Pelican State Credit Union

Progressive BankRed River BankRegions BankShreveport Federal

Credit UnionStonewall

Multi-Cultural Development Center

Woodforest National Bank

PROGRAM SPOTLIGHT:

Carolyn W. & Charles T. Beaird Foundation

Gannett FoundationRotary Club of Bossier City

Rotary Club of ShreveportRotary District 6190Individual Donors

Day of CaringIn 2015, Day of Caring returned after a brief hiatus. This volunteer event connected more than 20 businesses with 24 nonprofits. Over 200 volunteers painted, sorted, cleaned, and more. More than 780 hours were volunteered in this one day!

The first Day of Caring in Minden had 40 volunteers who donated 120 hours of service.

Mission Working on priority issues in order to create measurable impact, thereby improving lives in our region through the areas of Education, Financial Stability, Health, and Essential Needs.

VisionTo collaboratively improve the lives of the people in Northwest Louisiana.

United Way and Bossier Parish Schools

hosted a Day of Service October 24. The

volunteer event included students, teachers,

administrators and parents who have pledged

to pay it forward.

More than 300 volunteers participated in 16

projects. Nearly 600 volunteer hours were

accumulated in this one day event.

“Instilling character in our young people is something Bossier Schools believes in strongly.”

-BOSSIER PARISH SCHOOLS SUPERINTENDENT D.C. MACHEN.

PROGRAM SPOTLIGHT:

VOLUNTEERISMCorporate Engagement

Back to SchoolEnthusiastic volunteers worked with United Way collecting school supplies. Filled backpacks were distributed at three events and to the Caddo Transformation schools. More than 4,500 children returned to school ready.

Bossier Day of Service

By the Numbers:

Hours volunteered 2,836.5Volunteer investment $65,438

Projects 61

Thanks to our Community Partners

"It costs families an average of $600 to send a child back to school with the basic supplies required."

-BRUCE WILLSON, CEO

2016 01 UW Annual Report TALL.indd 2 2/19/16 4:22 PM

Northwest Louisiana Impact Focus2015 BOARD OFDIRECTORSWilliam Bradford, Chairman,

City of Shreveport

Della Copp, Chair Elect, Community Volunteer

John Schmidt, Vice Chair Finances, Heard, McElroy, & Vestal

Darlene Rossum, Vice Chair Community Impact, IBERIABANK

Don Olson, Vice Chair Resource Development, Hunt, Guillot & Associates

Bruce Willson, CEO/Corporate Secretary, United Way of Northwest Louisiana

Jack Andres, AEP SWEPCO

Merritt Chastain, Jr., Attorney

Dr. Stephen Cox, Musculoskeletal Institute of LA

Dr. Jerome Cox, Saint Joseph’s Hospice Shreveport, LLC

Chase Crump, Williams Financial Advisors

Kim Etland, Sam’s Town Hotel & Casino

Patton Fritze, Red River Motor Company

Jim Henderson, Northwestern State University

Lynn Higginbotham, Argent Financial

Lisa Johnson, Bossier Chamber of Commerce

Joe Kane, Lamar Advertising

Steve Kiraly, CenterPoint Energy

Judy Madison, Red River Bank

Jane Molloy, Community Volunteer

Ian McElroy, McElroy Metal

Mike Mosura, Anytime Fitness

Paul Pratt, Chesapeake Energy

Peggy Ramey, BHP Billiton

Alice Sample, Coldwell Banker Realtors

Janice Sneed, Southern University at Shreveport

Stefanie Y’Barbo, BancorpSouth

Pete Zanmiller, AFS Logistics

EDUCATION FINANCIAL STABILITY Helping children succeed.

When children succeed, we all win. Strengthening families.

Every dollar counts.

Northwest Louisiana Impact Focus

Our Focus

School Readiness· Enter kindergarten

equipped to succeed

Kids on Track· Proficiently read by 4th

grade· Successful transition to

middle school

Enhancing Environments for Children· Reduce truancy for all grade

levels· Increase high school

graduation rates

Graduation and Beyond· Be prepared for post

graduate success

Our Focus

Maintain and Increase Income· Secure and sustain

employment

Financial Education and Services· Develop financial literacy

skills· Learn to budget and save

Affordable Housing· Obtain affordable,

independent housing· Receive income support

and subsidies

Collaborative Partners

Arc of Caddo BossierCareer Compass of LouisianaDolly Parton Imagination Library Heart of Hope MinistriesLSUS FoundationNORWELA Boy ScoutsPlant a Seed FoundationShreveport Bossier Cinco de MayoThe Salvation ArmyVolunteers of AmericaYouth Enrichment ProgramMinden Back to School Bash

Collaborative Partners

Bank On ShreveportCatholic Charities Co-Habitat FoundationDress for Success Shreveport BossierGoodwill Industries of North Louisiana Inner City Entrepreneur InstituteJunior Achievement My Free TaxesSadies ArmsVolunteer Income Tax Assistance Program

PROGRAM SPOTLIGHT:

Literacy is a critical bridge to success in school, work and life. Imagination

Library offers children in five strategic zip codes the gift of books in their home – making the route toward literacy an easier one.

By the Numbers:First Qtr 888

Second Qtr 922Third Qtr 1,199

Fourth Qtr 1,688Total 4,697

Funds Distribution ProcessUWNWLA distributes funds through a grants process. Eligible 501(C3) nonprofits must demonstrate that the funds will be used to address one of the critical issues UWNWLA seeks to address. Applications are reviewed by community volunteers who make final recommendations to the Board of Directors.

PROGRAM SPOTLIGHT:

United Way of Northwest Louisiana is dedicated to helping lower-income,

working individuals and families rise out of poverty and become financially secure through VITA (Volunteer Income Tax Assistance). Thanks to Capital One who helped to underwrite the cost. By the Numbers:

Returns Prepared 2,729Refunds $3,095,911

EITC Prepared 898EITC Dollars $1,374,481

Bank On Shreveport helps the unbanked and under-

banked achieve and maintain financial stability. Its purpose is to break down the barriers of banking and create an easier pathway for residents to enter the financial mainstream.

By the Numbers:Outreaches and Workshops Held 48

Bank Accounts Opened 1,005*

*Numbers reflect January – September 2015

SPONSORED IN PART BY

Collaborative Partners  BancorpSouth BankBarksdale Federal

Credit UnionCampus Federal

Credit UnionCatholic Charities

of ShreveportCitizens National BankFort Sill National BankHands UpHighland Center

Ministries (Volunteers of America)

IBERIABANK

Mount Canaan Baptist Church

NZBC Urban Corporation

Pelican State Credit Union

Progressive BankRed River BankRegions BankShreveport Federal

Credit UnionStonewall

Multi-Cultural Development Center

Woodforest National Bank

PROGRAM SPOTLIGHT:

Carolyn W. & Charles T. Beaird Foundation

Gannett FoundationRotary Club of Bossier City

Rotary Club of ShreveportRotary District 6190Individual Donors

Day of CaringIn 2015, Day of Caring returned after a brief hiatus. This volunteer event connected more than 20 businesses with 24 nonprofits. Over 200 volunteers painted, sorted, cleaned, and more. More than 780 hours were volunteered in this one day!

The first Day of Caring in Minden had 40 volunteers who donated 120 hours of service.

Mission Working on priority issues in order to create measurable impact, thereby improving lives in our region through the areas of Education, Financial Stability, Health, and Essential Needs.

VisionTo collaboratively improve the lives of the people in Northwest Louisiana.

United Way and Bossier Parish Schools

hosted a Day of Service October 24. The

volunteer event included students, teachers,

administrators and parents who have pledged

to pay it forward.

More than 300 volunteers participated in 16

projects. Nearly 600 volunteer hours were

accumulated in this one day event.

“Instilling character in our young people is something Bossier Schools believes in strongly.”

-BOSSIER PARISH SCHOOLS SUPERINTENDENT D.C. MACHEN.

PROGRAM SPOTLIGHT:

VOLUNTEERISMCorporate Engagement

Back to SchoolEnthusiastic volunteers worked with United Way collecting school supplies. Filled backpacks were distributed at three events and to the Caddo Transformation schools. More than 4,500 children returned to school ready.

Bossier Day of Service

By the Numbers:

Hours volunteered 2,836.5Volunteer investment $65,438

Projects 61

Thanks to our Community Partners

"It costs families an average of $600 to send a child back to school with the basic supplies required."

-BRUCE WILLSON, CEO

2016 01 UW Annual Report TALL.indd 2 2/19/16 4:22 PM

2015 BOARD OFDIRECTORSWilliam Bradford, Chairman,

City of Shreveport

Della Copp, Chair Elect, Community Volunteer

John Schmidt, Vice Chair Finances, Heard, McElroy, & Vestal

Darlene Rossum, Vice Chair Community Impact, IBERIABANK

Don Olson, Vice Chair Resource Development, Hunt, Guillot & Associates

Bruce Willson, CEO/Corporate Secretary, United Way of Northwest Louisiana

Jack Andres, AEP SWEPCO

Merritt Chastain, Jr., Attorney

Dr. Stephen Cox, Musculoskeletal Institute of LA

Dr. Jerome Cox, Saint Joseph’s Hospice Shreveport, LLC

Chase Crump, Williams Financial Advisors

Kim Etland, Sam’s Town Hotel & Casino

Patton Fritze, Red River Motor Company

Jim Henderson, Northwestern State University

Lynn Higginbotham, Argent Financial

Lisa Johnson, Bossier Chamber of Commerce

Joe Kane, Lamar Advertising

Steve Kiraly, CenterPoint Energy

Judy Madison, Red River Bank

Jane Molloy, Community Volunteer

Ian McElroy, McElroy Metal

Mike Mosura, Anytime Fitness

Paul Pratt, Chesapeake Energy

Peggy Ramey, BHP Billiton

Alice Sample, Coldwell Banker Realtors

Janice Sneed, Southern University at Shreveport

Stefanie Y’Barbo, BancorpSouth

Pete Zanmiller, AFS Logistics

EDUCATION FINANCIAL STABILITY Helping children succeed.

When children succeed, we all win. Strengthening families.

Every dollar counts.

Northwest Louisiana Impact Focus

Our Focus

School Readiness· Enter kindergarten

equipped to succeed

Kids on Track· Proficiently read by 4th

grade· Successful transition to

middle school

Enhancing Environments for Children· Reduce truancy for all grade

levels· Increase high school

graduation rates

Graduation and Beyond· Be prepared for post

graduate success

Our Focus

Maintain and Increase Income· Secure and sustain

employment

Financial Education and Services· Develop financial literacy

skills· Learn to budget and save

Affordable Housing· Obtain affordable,

independent housing· Receive income support

and subsidies

Collaborative Partners

Arc of Caddo BossierCareer Compass of LouisianaDolly Parton Imagination Library Heart of Hope MinistriesLSUS FoundationNORWELA Boy ScoutsPlant a Seed FoundationShreveport Bossier Cinco de MayoThe Salvation ArmyVolunteers of AmericaYouth Enrichment ProgramMinden Back to School Bash

Collaborative Partners

Bank On ShreveportCatholic Charities Co-Habitat FoundationDress for Success Shreveport BossierGoodwill Industries of North Louisiana Inner City Entrepreneur InstituteJunior Achievement My Free TaxesSadies ArmsVolunteer Income Tax Assistance Program

PROGRAM SPOTLIGHT:

Literacy is a critical bridge to success in school, work and life. Imagination

Library offers children in five strategic zip codes the gift of books in their home – making the route toward literacy an easier one.

By the Numbers:First Qtr 888

Second Qtr 922Third Qtr 1,199

Fourth Qtr 1,688Total 4,697

Funds Distribution ProcessUWNWLA distributes funds through a grants process. Eligible 501(C3) nonprofits must demonstrate that the funds will be used to address one of the critical issues UWNWLA seeks to address. Applications are reviewed by community volunteers who make final recommendations to the Board of Directors.

PROGRAM SPOTLIGHT:

United Way of Northwest Louisiana is dedicated to helping lower-income,

working individuals and families rise out of poverty and become financially secure through VITA (Volunteer Income Tax Assistance). Thanks to Capital One who helped to underwrite the cost. By the Numbers:

Returns Prepared 2,729Refunds $3,095,911

EITC Prepared 898EITC Dollars $1,374,481

Bank On Shreveport helps the unbanked and under-

banked achieve and maintain financial stability. Its purpose is to break down the barriers of banking and create an easier pathway for residents to enter the financial mainstream.

By the Numbers:Outreaches and Workshops Held 48

Bank Accounts Opened 1,005*

*Numbers reflect January – September 2015

SPONSORED IN PART BY

Collaborative Partners  BancorpSouth BankBarksdale Federal

Credit UnionCampus Federal

Credit UnionCatholic Charities

of ShreveportCitizens National BankFort Sill National BankHands UpHighland Center

Ministries (Volunteers of America)

IBERIABANK

Mount Canaan Baptist Church

NZBC Urban Corporation

Pelican State Credit Union

Progressive BankRed River BankRegions BankShreveport Federal

Credit UnionStonewall

Multi-Cultural Development Center

Woodforest National Bank

PROGRAM SPOTLIGHT:

Carolyn W. & Charles T. Beaird Foundation

Gannett FoundationRotary Club of Bossier City

Rotary Club of ShreveportRotary District 6190Individual Donors

Day of CaringIn 2015, Day of Caring returned after a brief hiatus. This volunteer event connected more than 20 businesses with 24 nonprofits. Over 200 volunteers painted, sorted, cleaned, and more. More than 780 hours were volunteered in this one day!

The first Day of Caring in Minden had 40 volunteers who donated 120 hours of service.

Mission Working on priority issues in order to create measurable impact, thereby improving lives in our region through the areas of Education, Financial Stability, Health, and Essential Needs.

VisionTo collaboratively improve the lives of the people in Northwest Louisiana.

United Way and Bossier Parish Schools

hosted a Day of Service October 24. The

volunteer event included students, teachers,

administrators and parents who have pledged

to pay it forward.

More than 300 volunteers participated in 16

projects. Nearly 600 volunteer hours were

accumulated in this one day event.

“Instilling character in our young people is something Bossier Schools believes in strongly.”

-BOSSIER PARISH SCHOOLS SUPERINTENDENT D.C. MACHEN.

PROGRAM SPOTLIGHT:

VOLUNTEERISMCorporate Engagement

Back to SchoolEnthusiastic volunteers worked with United Way collecting school supplies. Filled backpacks were distributed at three events and to the Caddo Transformation schools. More than 4,500 children returned to school ready.

Bossier Day of Service

By the Numbers:

Hours volunteered 2,836.5Volunteer investment $65,438

Projects 61

Thanks to our Community Partners

"It costs families an average of $600 to send a child back to school with the basic supplies required."

-BRUCE WILLSON, CEO

2016 01 UW Annual Report TALL.indd 2 2/19/16 4:22 PM

Page 7: 2015 Community of Financial Position HEALTH ANNUAL REPORT ... · Mike Salter Merrill Wautlet Accountability Statement UWNWLA is committed to responsible stewardship, and diligence

2015 BOARD OFDIRECTORSWilliam Bradford, Chairman,

City of Shreveport

Della Copp, Chair Elect, Community Volunteer

John Schmidt, Vice Chair Finances, Heard, McElroy, & Vestal

Darlene Rossum, Vice Chair Community Impact, IBERIABANK

Don Olson, Vice Chair Resource Development, Hunt, Guillot & Associates

Bruce Willson, CEO/Corporate Secretary, United Way of Northwest Louisiana

Jack Andres, AEP SWEPCO

Merritt Chastain, Jr., Attorney

Dr. Stephen Cox, Musculoskeletal Institute of LA

Dr. Jerome Cox, Saint Joseph’s Hospice Shreveport, LLC

Chase Crump, Williams Financial Advisors

Kim Etland, Sam’s Town Hotel & Casino

Patton Fritze, Red River Motor Company

Jim Henderson, Northwestern State University

Lynn Higginbotham, Argent Financial

Lisa Johnson, Bossier Chamber of Commerce

Joe Kane, Lamar Advertising

Steve Kiraly, CenterPoint Energy

Judy Madison, Red River Bank

Jane Molloy, Community Volunteer

Ian McElroy, McElroy Metal

Mike Mosura, Anytime Fitness

Paul Pratt, Chesapeake Energy

Peggy Ramey, BHP Billiton

Alice Sample, Coldwell Banker Realtors

Janice Sneed, Southern University at Shreveport

Stefanie Y’Barbo, BancorpSouth

Pete Zanmiller, AFS Logistics

EDUCATION FINANCIAL STABILITY Helping children succeed.

When children succeed, we all win. Strengthening families.

Every dollar counts.

Northwest Louisiana Impact Focus

Our Focus

School Readiness· Enter kindergarten

equipped to succeed

Kids on Track· Proficiently read by 4th

grade· Successful transition to

middle school

Enhancing Environments for Children· Reduce truancy for all grade

levels· Increase high school

graduation rates

Graduation and Beyond· Be prepared for post

graduate success

Our Focus

Maintain and Increase Income· Secure and sustain

employment

Financial Education and Services· Develop financial literacy

skills· Learn to budget and save

Affordable Housing· Obtain affordable,

independent housing· Receive income support

and subsidies

Collaborative Partners

Arc of Caddo BossierCareer Compass of LouisianaDolly Parton Imagination Library Heart of Hope MinistriesLSUS FoundationNORWELA Boy ScoutsPlant a Seed FoundationShreveport Bossier Cinco de MayoThe Salvation ArmyVolunteers of AmericaYouth Enrichment ProgramMinden Back to School Bash

Collaborative Partners

Bank On ShreveportCatholic Charities Co-Habitat FoundationDress for Success Shreveport BossierGoodwill Industries of North Louisiana Inner City Entrepreneur InstituteJunior Achievement My Free TaxesSadies ArmsVolunteer Income Tax Assistance Program

PROGRAM SPOTLIGHT:

Literacy is a critical bridge to success in school, work and life. Imagination

Library offers children in five strategic zip codes the gift of books in their home – making the route toward literacy an easier one.

By the Numbers:First Qtr 888

Second Qtr 922Third Qtr 1,199

Fourth Qtr 1,688Total 4,697

Funds Distribution ProcessUWNWLA distributes funds through a grants process. Eligible 501(C3) nonprofits must demonstrate that the funds will be used to address one of the critical issues UWNWLA seeks to address. Applications are reviewed by community volunteers who make final recommendations to the Board of Directors.

PROGRAM SPOTLIGHT:

United Way of Northwest Louisiana is dedicated to helping lower-income,

working individuals and families rise out of poverty and become financially secure through VITA (Volunteer Income Tax Assistance). Thanks to Capital One who helped to underwrite the cost. By the Numbers:

Returns Prepared 2,729Refunds $3,095,911

EITC Prepared 898EITC Dollars $1,374,481

Bank On Shreveport helps the unbanked and under-

banked achieve and maintain financial stability. Its purpose is to break down the barriers of banking and create an easier pathway for residents to enter the financial mainstream.

By the Numbers:Outreaches and Workshops Held 48

Bank Accounts Opened 1,005*

*Numbers reflect January – September 2015

SPONSORED IN PART BY

Collaborative Partners  BancorpSouth BankBarksdale Federal

Credit UnionCampus Federal

Credit UnionCatholic Charities

of ShreveportCitizens National BankFort Sill National BankHands UpHighland Center

Ministries (Volunteers of America)

IBERIABANK

Mount Canaan Baptist Church

NZBC Urban Corporation

Pelican State Credit Union

Progressive BankRed River BankRegions BankShreveport Federal

Credit UnionStonewall

Multi-Cultural Development Center

Woodforest National Bank

PROGRAM SPOTLIGHT:

Carolyn W. & Charles T. Beaird Foundation

Gannett FoundationRotary Club of Bossier City

Rotary Club of ShreveportRotary District 6190Individual Donors

Day of CaringIn 2015, Day of Caring returned after a brief hiatus. This volunteer event connected more than 20 businesses with 24 nonprofits. Over 200 volunteers painted, sorted, cleaned, and more. More than 780 hours were volunteered in this one day!

The first Day of Caring in Minden had 40 volunteers who donated 120 hours of service.

Mission Working on priority issues in order to create measurable impact, thereby improving lives in our region through the areas of Education, Financial Stability, Health, and Essential Needs.

VisionTo collaboratively improve the lives of the people in Northwest Louisiana.

United Way and Bossier Parish Schools

hosted a Day of Service October 24. The

volunteer event included students, teachers,

administrators and parents who have pledged

to pay it forward.

More than 300 volunteers participated in 16

projects. Nearly 600 volunteer hours were

accumulated in this one day event.

“Instilling character in our young people is something Bossier Schools believes in strongly.”

-BOSSIER PARISH SCHOOLS SUPERINTENDENT D.C. MACHEN.

PROGRAM SPOTLIGHT:

VOLUNTEERISMCorporate Engagement

Back to SchoolEnthusiastic volunteers worked with United Way collecting school supplies. Filled backpacks were distributed at three events and to the Caddo Transformation schools. More than 4,500 children returned to school ready.

Bossier Day of Service

By the Numbers:

Hours volunteered 2,836.5Volunteer investment $65,438

Projects 61

Thanks to our Community Partners

"It costs families an average of $600 to send a child back to school with the basic supplies required."

-BRUCE WILLSON, CEO

2016 01 UW Annual Report TALL.indd 2 2/19/16 4:22 PM

Northwest Louisiana Impact Focus

Page 8: 2015 Community of Financial Position HEALTH ANNUAL REPORT ... · Mike Salter Merrill Wautlet Accountability Statement UWNWLA is committed to responsible stewardship, and diligence

Total Lives Changed75,295

CommunityGIVING

2015 Statementof Financial Position

Total Revenue $1,899,489.74

Total Expenditures $1,850,596.80

Profi t/Loss $48,892.94

2015 Assets $1,567,231.29

2015 Liabilities $454,164.95

2015 Net Assets $1,113,066.30(unaudited; January 1 to December 31)

2015ANNUAL REPORT TO THE COMMUNIT Y

20152015ANNUAL REPORTANNUAL REPORTTO THE COMMUNIT YTO THE COMMUNIT Y

HEALTH

ESSENTIAL NEEDS

Empowering healthy lives. Building a healthier community.

Comforting those in crisis.Helping our most vulnerable.

Our Focus

Access to Health Care · Able to access medical and

dental care· Receive necessary

prescriptions and glasses

Healthy Living · Create healthy eating and

physical activities· Develop healthy habits and

lifestyles· Provide a safe home and

community

OurFocus

Meeting Immediate Needs· Provide food assistance · Shelter homeless and

people in crisis· Assist elderly with

transportation

Emotional Support· Provide counseling for

abuse victims· Help veterans in life crisis

Disaster Response· Aid in disaster and medical

services

Collaborative Partners

Caddo Bossier Cancer Foundation LeagueCatholic Charities of ShreveportFit For LifeMartin Luther King Health CenterMuscular Dystrophy AssociationNorthwest Louisiana Interfaith PharmacyShreveport Bossier Rescue MissionSt. Luke’s Episcopal Mobile Medical Ministry

Collaborative Partners

American Red CrossCaddo Council on AgingCenter for Families Emergency Food & Shelter ProgramEyeglass FundFood Bank of Central LouisianaGingerbread HouseHoly Angels Residential FacilityLouisiana Assoc. on Compulsive GamblingNatchitoches Parish Council on AgingNorthwest Louisiana Food BankPhiladelphia CenterProject CelebrationProvidence HouseRenesting ProjectSamaritan Counseling CenterSalvation Army Shreveport-Bossier Rescue MissionUnited Christian HomeVolunteers for Youth JusticeYouth Outreach ServicesYWCA of Northwest Louisiana

PROGRAM SPOTLIGHT:

Anyone without health insurance, Medicare or other

benefi t plans can save up to 75 percent on prescriptions, for free. United Way of Northwest Louisiana and FamilyWize, has helped families in Northwest

Louisiana save more than $18,125 on medications by using the free Prescription Discount Card.

Nearly 8,000 Northwest Louisiana residents have saved $1,349,754 since 2007, with nearly 100,000 claims to date.

By the Numbers:2015 NWLA Statewide

Total Savings: $18,125 $1,904,217Total claims: 7,897 80,914Avg savings per person: $25.29 $23.53

2015 Top Ten PartnersCompanies that raise the most dollarsAEP Swepco & IBEW 329 Calumet Shreveport Lubricants and WaxesCenterPoint EnergyCaddo Parish SchoolsEnterprise Holdings International Paper – Mansfi eld MillLibbey GlassSam’s Town Hotel and Casino Volunteers of AmericaZachry Group

Diamond Award WinnersCompanies that raise the most dollars based on the number of employeesOver 250 Employees – AEP Swepco/IBEW 32100-249 Employees – McElroy Metal50-99 Employees – Heard, McElroy & VestalLess than 50 Employees – Kinsey Interests

Movers and ShakersCompanies that have the largest increase over their last year resultsWillis Knighton Health SystemGrand Gallery/Ethan AllenArgent Financial ServicesColdwell Banker GossleeHunt, Guillot & Associates

2015 SponsorsArgent Financial MindenBarksdale Federal Credit UnionBlue Cross Blue Shield of LouisianaBrentwood Behavioral Healthcare Caddo Parish Teachers Federal Credit Union Century 21 EliteGamble Guest Care GroupGibsland Bank & Trust - Main BranchHamm Mechanical, LLCMargaritaville Resort CasinoNorthwestern State University

CommunityINVESTMENT

VITA (refunds & tax savings*) $4,911,766.00

Combined Federal Campaign Revenue $423,377.16

Campaign Revenue $1,899,489.74

Bank On Shreveport $881,352.00

Dolly Parton's Imagination Library $34,304.80

Volunteer Services $117,897.12

Donations by Businesses** $113,686.00

UW Impact Assistance Programs*** $633,808.11

TOTAL $9,015,680.93

Operational Excellence CommitteeJohn Schmidt,

ChairmanWilliam BradfordChase CrumpPatton FritzeJudy MadisonDon OlsonJanice SneedPete Zanmiller

Community Impact Committee ChairsDarlene RossumWilliam BradfordDella Copp Don Olson

Resource Development CommitteeDon Olson,

ChairmanWilliam BradfordDick BremerMerritt Chastain Dr. Jerome Cox Hardy Foreman Bob HammFred Kent

Steve KiralyGreg Lott Steve Lindsey Mike Salter Merrill Wautlet

Accountability StatementUWNWLA is committed to responsible stewardship, and diligence in keeping our administrative and fundraising costs well below the national standard for nonprofi ts. Our partner agencies receiving grant funding are held to the same high standard and reviewed annually.

Notes: The above revenue reported refl ects the fi scal year of 2015 only. *Tax Year 2014; **Goods and services; ***Impact Assistance Programs include the Eyeglass fund, Emergency Food and Shelter Program, Arkla Fuel Fund, and Sam’s Town Crisis Fund.

Ninety-nine cents of every dollar donated stays in Northwest Louisiana.SERVING 10 PARISHES INCLUDING: Caddo, Bossier, Webster, DeSoto, Natchitoches, Bienville, Claiborne, Sabine, Red River and Winn

PROGRAM SPOTLIGHT:

The United Way of Northwest Louisiana began the Closers’ Club in 2015. A membership of local residential and commercial REALTORS® committed

to advancing the common good of our communities, the program is specialized to their needs. The Closers’ Club enables gifts with each commission versus a set amount per paycheck.

Coldwell Banker Gosslee and Associates and Century 21 Elite are the Charter Members of the Club.

Member Agents: Sue CampbellYvonne DavlinShannon DeanSarah Lee Drysdale

Craig FalbaumClaire HenrySharon LaCazeSharon Martinelli

Alice SampleElaine Sample-GaylePolly VineyardJamie Waites

Carrie White

Total Giving$2,301,307

820 Jordan St., Ste. 370Shreveport, LA 71101318-677-2504Webster, Bienville, Claiborne Offi ce202 Miller St. | Minden, LA 71055318-677-2504, Ext. 140

www.unitedwaynwla.org

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Northwest Louisiana Impact Focus