annual report 2015-2016

36
VALLEY UNITED WAY LIVE UNITED ADVOCATE LEND YOUR MUSCLE COMMUNITY BETTER TOMORROW EDUCATION RESULTS ADVANCING THE COMMON GOOD CHANGE WON’T HAPPEN WITHOUT YOU FIND YOUR VOICE BUILDING BLOCKS OF LIFE HEALTH OPPORTUNITY TOGETHER LASTING CHANGE INSPIRE MAKE A DIFFERENCE FINANCIAL STABILITY THINK WE BEFORE ME OPEN YOUR HEART IMPROVING LIVES VOLUNTEER HOPE GIVE BE PART OF THE SOLUTION ANNUAL REPORT 2015-2016

Upload: john-walsh

Post on 29-Jul-2016

225 views

Category:

Documents


3 download

DESCRIPTION

This is the Annual Report for Valley United Way for the 2015-2016 year

TRANSCRIPT

Page 1: Annual report 2015-2016

VALLEY UNITED WAY

LIVE UNITED

ADVOCATE

LEND YOUR MUSCLE

COMMUNITYBETTER TOMORROW

EDUCATION

RESU

LTS

ADVANCING THE COMMON GOOD

CHANGE WON’T HAPPEN WITHOUT YOU

FIND YOUR VOICE

BUILDING BLOCKS OF LIFE

HEAL

TH OPPO

RTUN

ITY

TOGE

THER

LASTING CHANGE

INSPIRE

MAKE A DIFFERENCE FINA

NCIA

L STA

BILI

TY

THINK WE BEFORE ME

OPEN YOUR HEART

IMPROVING LIVES

VOLUNTEER

HOPE

GIVEBE PART OF THE SOLUTION

ANNUAL REPORT 2015-2016

Page 2: Annual report 2015-2016

VALLEY UNITED WAY STAFF

Jack WalshPresident &

C.O.O.

Sara AylwardDirector, Resource

Development

Patricia TarasovicDirector, Volunteer

Center

Nancy RoshkaAccounting & IS

Coordinator

Allissa DempseyChief Storyteller & Graphic Designer

Victoria MartinsCampaign Assistant

Joyce SaltesOffice

Volunteer

CONGRATULATIONS CAROL!

Valley United Way would like to take a moment to thank Carol Anzidei for her lifetime of service to our organization and our local community! A lifelong Valley resident, Carol served as the Administrative Assistant for Valley United Way for 48 years! “Carol was the one constant for Valley United Way,” says President and C.O.O. Jack Walsh. “She was here from the day the doors opened until the day she retired.”

Carol retired in October of 2015 to enjoy spending time with her husband, friends and family and to travel.

Valley United Way will miss seeing Carol in the office every day, but wishes her all the best for a happy, healthy retirement.

Page 3: Annual report 2015-2016

THANK YOU!YOUR DONATIONS ALLOWED UNITED

WAY & OUR PARTNERS TO HELP

107,964*

VALLEY RESIDENTS * Duplication possible if helped in multiple services; numbers are based on agency reporting.

Page 4: Annual report 2015-2016

ABOUT VALLEY UNITED WAYValley United Way is on a mission to improve lives. We mobilize the caring power of our community through philanthropy, volunteerism and collaboration. Each year we work to raise, invest and leverage funds to support our 24 partner agencies and our volunteer center that are hard at work preparing youth to succeed, strengthening families and helping people in crisis.

EDUCATION: Building Successful YouthValley United Way is home to both the High School Volunteer Council and Youth Leadership Program. Both of these initiatives serve students in the five Valley towns and teach them the skills to make a postive impact in our community. It encourages them to learn about the need in the Valley and to give back with their time and talents to those facing hardship. In addition to our own initiatives, Valley United Way helps fund a variety of nonprofit programs in early childhood education and mentoring.

INCOME: Increasing Self-SufficiencyThrough programs such as the Grow Your Own Garden and Financial Literacy Series, Valley United Way is putting a stake in the ground to help people become more self-sufficient. We understand that people land on tough times and we offer a hand-up, not a hand-out. Learning critical skills in budgeting, saving for retirement and planning for college can be a huge money-saver, while learning the art of gardening and canning can help supplement the donations from local food banks to families in need.

HEALTH: Creating a Healthier CommunityPhysical, mental and emotional health are all vital in building a healthy person and a healthy community. Valley United Way understands the need for a healthier community and that is why we invest our time and funding to support programs that help children through adults with behavioral and mental health disorders, provide counseling and get people up and active to make healthy lifestyle choices.

Page 5: Annual report 2015-2016

We are pleased to submit this annual report to the community showing the pivotal role that United Way

plays, starting with the Annual Community Campaign which makes every thing we do possible. As you thumb

through this report, you will have a chance to see exactly what we do, how we do it, who does it and who

benefits from it. It is the story of how a community comes together for the common good of all.

The Annual Report is the story of how the dollars are raised and allocated and then enhanced by so many

other things that United Way does to stretch those dollars even further to have the greatest positive impact.

The Annual Report gives us an opportunity to recognize and thank those people involved with Valley United

Way as donors, volunteers, partner agencies and beneficiaries of services. We all work together to make the

Valley the special place that it is to live and work.

Jack Walsh, President & C.O.O.Valley United Way

Janice Sheehy, Board Chair & SVP of Business & Professional Banking Webster Bank

PRESIDENT & BOARD CHAIR

Page 6: Annual report 2015-2016

“The Volunteer Center celebrated a truly exceptional year! It continues to inspire, mobilize and equip individuals to make a difference in the Valley community. Connecting people to meaningful volunteer opportunities that effectively make a difference is woven through the brilliant mission of Valley United Way’s Volunteer Center.”

The Volunteer Center has mobilized these programs to another level of outstanding accomplishment:

• The High School Volunteer Council – uniting the six Valley high schools to meet several times throughout the year to share a bond of community impact and leadership – designed their first Community Day to educate A.L.I.C.E. families while providing a day of fun for their children.

• The Corporate Volunteer Council – built Harvest House VI, providing thousands of meals for Valley families in need and outfitted 112 Shelton school children, spending $22,400. The CVC is celebrating twenty years!

• Serving in a leadership role as Co-Chair of the Food Task Force and Vice Chair of the Valley Council for Health and Human Services, I help promote the Volunteer Center’s mission, to convene and build capacity for lasting change.

7500VOLUNTEERS

from local companies, clubs, services, schools &

other organizations

VOLUNTEER CENTER

$1,330,429COMMUNITY

VALUE

3,305 HOURS OFSERVICE

1996CVC members renovate the Rec Camp, as one of the 1st projects

1999Back to School helps 130 students

at Ansonia Public Schools

2003 Volunteers renovate Derby Day

Care creating a fun place to learn

CVC 20

YEARS OF SERVICE

Patricia TarasovicDirector, Volunteer Center

Valley United Way

Weeks of Caring 1996 - 2016: Impacting the Valley

Page 7: Annual report 2015-2016

2015Harvest House VI continues to

stock shelves at food banks

The Corporate Volunteer Council is a coalition of more than 50 Valley businesses who give back to our community through the spirit of volunteerism.

The CVC coordinates food and clothing drives, plans and provides resources for large scale community projects

and shares best practices for corporate social responsibility. The CVC believes in the value of giving back to

the communities where they do business and promoting volunteerism among their employees. The Corporate

Volunteer Council strives to make the greatest community impact possible.

CORPORATE VOLUNTEER COUNCIL

2005First Harvest House is built

collecting 100,000 food items

2010Umbrella Domestic Violence

Shelter gets a complete makeover

CVC Co-Chairs

Carolyn Cutaneo, Katie Scinto, Lynn Kieley

Page 8: Annual report 2015-2016

HARVEST HOUSE VI – RESPONDING TO THE NEED TO FEED OUR VALLEY…EXCEPTIONAL SUCCESS!

The Corporate Volunteer Council once again built a house of food to help alleviate hunger

in the Valley by assembling Harvest House VI. Over one hundred volunteers of all ages

joined together to build this one-of-a-kind, very special house, built and designed by

Emmett O’Brien Technical High School. Hundreds of cans and boxes of food made up

the walls of the house. Prudential was once again the Marquee Sponsor. Valley food

banks were brought into the process of learning about their greatest food needs. With

each build, the CVC learns more on how to make the greatest impact. The Harvest House

committee met diligently to examine the strategy of lessons learned and setting the

structure for engaging other companies and the entire community. This year was the most

efficient food build…save the date for the Harvest House VII September 23, 2017!

$97,375Value to Community

110,00Estimated Food Items

3,125Volunteer Hours

40Companies &

Volunteer Groups

WEEK OF CARING - HARVEST HOUSE VI

Imcludes in-kind, sponsorships and food donations

Page 9: Annual report 2015-2016

Cheryl AmiconeEdgewell Personal Care

Kayleigh ApicernoR.D. Scinto

Tara BarbieriCDW-G

Laura BellowsBIC Corporation

Julie BelvalCourtyard by Marriott Shelton

Lisa BrewsterCourtyard by Marriott Shelton

Harry BurlakoffMinuteman Press of Shelton

Dana CackowskiPeople’s United Bank

Carolyn CargnelPrudential

John CorraroBarnum Financial Group, An office of MetLife

Hilary DaleyEdgewell Personal Care

Ashley DearbornBenchmark Senior Living at Split Rock

Denise FantorellaThe Nielsen Company

Gina FerreriIroquois Pipeline Operating Company

Brooke FitzgeraldUnilever

Trish FontesFirst Niagara Bank

Jessa FrancisSikorsky Aircraft

Arlene GardellaAltair Global Relocation

Katrina GehrmannEdgewell Personal Care

Nancie GrayGreater Valley Chamber of Commerce

Jill GriffinCDW-G

Michelangelo GuerreraFocaccia’s Cafe & Catery

Antonietta HalletCommunity Volunteer

Christine HareAltair Global Relocation

Kris HarrisonTurner Construction

Kellie HaydenBIC Corporation

Johanne HendersonBIC Corporation

Libby HitchcockSikorsky Aircraft

Linda Holmes-HannonHomewood Suites by Hilton

Linda HvizdoHomewood Suites by Hilton

Lynn KieleyNewtown Savings Bank

Rochelle LiskaSikorsky Aerospace Services

Kate MarksMarks of Design

Michael MarquesHilton Garden Inn

Jennifer MartoneSikorsky Aircraft

Tom MatthewsBasement Systems

Deborah McGuiganPrudential

Ned MillerNed Miller Agency, A Division of Starkweather & Shepley Ins.

Sue MillicanIroquois Pipeline Operating Company

Mary Ann MiskowiczBetter Packages, Inc.

Megan MulrooneyPrudential

Ashley OrsiSikorsky Aircraft

Fred OrtoliFred Ortoli Photography

Joseph Pagliaro Jr.Edward F. Adzima & Riverview Funeral Homes

Ruth ParkinsIroquois Pipeline Operating Company

Rene PatinoPrudential

David PendagastKeller Williams Realty

Carol PendagastSerra & DelVecchio Insurance

Ramon PeraltaPeralta Design

Pam PetroUnilever

Emily PiedmontLex Products

Mark RasmussenPrudential

Kellie SantiagoBasement Systems

Gina ScarpaSpataro Construction

Katie ScintoR.D. Scinto

Janice SheehyWebster Bank

Kathleen TurkBPA Worldwide, Inc.

Erin TurnerPeralta Design

Rob VanEgghenDRS Seismic Consultants, LLC

Robert VanEgghenPerkinElmer

MEMBERS OF THE CVC

Page 10: Annual report 2015-2016

Top Row: Charlie Sampson, Co-Chairs Scott Walkinshaw and Liam Flannery, Michael Shortell, Communications Chair Christian Armistead, Advisor Scot LangMiddle Row: Akshaw Patel, Haley Arruda, Sejal Bhargara, Lauren Pawloski, Payton Westine, Katherine Wajik, Thomas Komar, Anand Vaish

Bottom Row: Advisor Colleen Holt, Catherine Simonetti, Kristen Speaker, Truc Minh Nguyen, David Ortiz, Taylor Queen, Courtney Salinsky and Matthew Salinsky Youth Leadership Director Patricia Tarasovic

The Youth Leadership Program unites Valley teens who have a desire to get involved with their community and learn the skills needed to

become future leaders.

The students learn about community needs in the Valley, the importance of nonprofit agencies and the role volunteerism plays in

addressing those needs. At the conclusion of their year, Youth Leaders are given the opportunity to allocate funds to teen-focused community

programs. Applications are accepted annually from students either attending high schools in the Valley or residing in the Valley and

attending schools outside the Valley.

Missing from picture: Bethany Catlin, Alyssa Orlofsky, Advisor Michael Gnibus

VOLUNTEER PROJECTSLetter Carriers Food Drive

Back to School

Prudential Leadership Training

Special Olympics Bowling

Holiday Singing & Toys for Kids

Allocations

23 total volunteers

1650 total hours

YOUTH LEADERSHIP

Page 11: Annual report 2015-2016

The 25th Anniversary Community Corporate Cup resulted in the second tie in the history of the event as BIC and defending champion CDW finished with the same total 202.64 points. BIC had finished second for three straight years, so this was a very special win for them.

Though BIC and CDW finished at the top, the real winners were all those who competed and improved their health and wellness at the same time. Our partners in this event, Griffin Hospital, the Valley YMCA and the Greater Valley Chamber of Commerce, work hard to ensure a spirit of fun and sportsmanship to go along with the enthusiasm and dedication needed to win. Though all the events are important, the Healthy Team event which includes health screenings, educational programs, a free membership to the Y and three healthy meals prepared by the chefs at Griffin Hospital has always been the core event.

1. Bic Corporation &

CDW - G

2. Griffin Hospital

3. PerkinElmer

4. NPI Medical

5. BHcare

6. EDR

7. DiMatteo Insurance

8. TEAM, Inc.

9. People’s United Bank

10. Valley YMCA

2014 FINAL STANDINGS

CORPORATE CUP

202.64

185.75

174.68

139.39

136.14

106.93

94.50

84.18

75.25

24.21

Page 12: Annual report 2015-2016

THOUGH GRATEFUL FOR THE ASSISTANCE ONE LOCAL FOOD BANK CLIENT WHO IS FEEDING A FAMILY OF 5 SAYS,

“SOME OF THE ITEMS ARE DIFFICULT TO USE WHEN CREATING A MEAL--SOMETIMES I WILL GET PASTA WITH NO SAUCE, MEAT OR ANYTHING I KNOW HOW TO PAIR WITH IT.”

THE GROW YOUR OWN GARDEN PROGRAM WILL NOT ONLY TEACH FAMILIES AND INDIVIDUAL SKILLS TO BE SELF-SUFFICIENT, BUT WILL HELP SUPPLEMENT THE DONATIONS FROM THE FOOD BANK TO COMPLETE A HEALTHY MEAL.

* Information is based on the Valley Hunger Study

In another effort to take action based on the Valley Hunger Study, Valley United

Way offered the Grow Your Own gardening program, an effort to help individuals

help themselves by growing their own fruits and vegetables.

We want to thank our participants and the Prudential Foundation, Massaro

Community Farm, the Connecticut Agricultural Experiment Station, the Derby-

Shelton Rotary Club, Home Depot and the Food Security Task Force of the Valley

Council for Health & Human Services for making this unique self-help program

possible.

GROW YOUR OWN

Page 13: Annual report 2015-2016

The purpose of the High School Volunteer Council is to unite Valley high schools which include Ansonia, Derby, Emmett O’Brien, Oxford, Seymour and Shelton, to work together on community service projects that will meet the needs of our community.

The goal is to provide the opportunity for high school students to learn and practice leadership skills, develop a wider knowledge of community needs and implement one major volunteer project a year that will make a great impact on the community, all while interacting with students from other schools.

Ansonia: Jillian Durante (Advisor), Aaron Minopoli, Tina Person, Will Phipps, Quentesa Robinson Derby: Brian Nutcher (Advisor), Jen Ostrosky (Advisor), Andrea Albarella, Anthony Gonzalez, Mike Kreiger, Charlie Sampson, Ben Slowik, Katrina Turnqist Emmett O’Brien: Kimberly Feher (Advisor), Allison Kinard (Advisor), Adelia Gandy, Felicia Moore,

Owen Pawlak, Kayla Sciarretti, Christina Victoria Oxford: Cathy Hall (Advisor), Deyja Gentile, Praneeth Hewathanthri, Kristen Speaker, Jim Winger Seymour: Erin Scozzafava (Advisor) David Willadsen (Advisor), Matt Cosciello, Emily Curino, Julian Falcioni, Liam Flannery, Justine Inzero, Daniel Robinson Shelton: Jerry Kelley (Advisor), Megan Byrne,

Haley Danowski, Charles O’Keefe, Jill Ortoli, Michele Siu, Jack Wise

HIGH SCHOOL VOLUNTEER COUNCIL

May 30th Community Fun Day at Shelton Rotary Pavilion Students designed this special project in response to the many Valley families who are A.L.I.C.E. They invited families to enjoy a day of fun with student coordinated games for kids, a mini agency fair for parents and lunch and refreshments for all.

Page 14: Annual report 2015-2016

115 STUDENTS OUTFITTED34 COMPANIES

PARTICIPATED

Each August, members of the Corporate Volunteer Council join together for the Back to School Clothes for Kids Project.

This project selects one town in the Valley (on a rotating basis) and provides low-income children from that town’s elementary schools with brand new clothes & school supplies to gear up for the first day. The goal of this project is to provide new clothing ans supplies to children in need at the start of the school year in an effort

to improve attendance on the first days of school and boost confidence.

On August 27, 2015, 115 children at Shelton’s Long Hill and Sunnyside schools were presented with bins filled with two complete outfits, underwear, socks, sneakers, a winter coat and a backpack overflowing with school supplies for the year. Thirty -four CVC companies ensured these children that they would have new clothes to begin their brand new year of learning. Since the programs start, the CVC has outfitted a total of 2,853 Valley students and invested $578,140 in our Valley youth!

$200 SPENT PER STUDENT $23,000 VALUE TO

COMMUNITY

BACK TO SCHOOL

Page 15: Annual report 2015-2016

Edgewell Personal Care sponsors the 2015-2016 Annual Community Campaign Kickoff at the Rotary Pavilion on the Shelton Riverwalk

Valley United Way kicked off their 48th Annual Community Campaign with a fun-filled carnival! Close to 200 community leaders, residents and volunteers gathered under the “big top” with excitement and energy for the year ahead. Tag teaming this year’s campaign was Campaign Chair, Freeman Burr and Campaign Vice Chair, Jimmy Tickey, who shared their plans to raise $1,050,000! Guests spent the night enjoying all the treats of a carnival, cotton candy, pretzles, popcorn and participated in games run by our Youth Leaders. As a prize for winning the games participants received a raffle ticket for a chance to win a Lenovo Tablet*, which was happily taken home by our winner, Patrice Baldwin of SONCCA.

*Lenovo Tablet donated by Thomas A. Steeves Jr., American IT Solutions, Inc.

CAMPAIGN KICKOFF8

Page 16: Annual report 2015-2016

“I have been involved in the Valley United

Way campaigns since the Fall of 2009. I am

proud that Shelton Public Schools staff has

been one of the top givers over the last six

years. For me it has been an honor to chair

the 2015-2016 campaign. This year has also

been a great challenge to the campaign as our

state and local economy is showing signs of

slipping back to the crisis times of 2008. Despite this challenge

it is exciting to work with a Board of Directors committed to

maintaining services to those families in need throughout the

Valley. It is important work and it yields important benefits to

the community at large.”

“Valley United Way’s work is vital to the

well-being of our community. The dollars

we raise allow us to partner with 24 local

nonprofits that work together to prepare

students to succeed, help families become

financially stable, ensure seniors live in a

safe community and plan for a coordinated

response to emergencies. I have a very

personal connection to the Valley United Way, having begun

my involvement as a Youth Leader while in high school, and

now serving as Vice Chair of our Community Campaign. It has

been my pleasure to bring our message to the community and

encourage others to get involved. By making a contribution to

the Valley United Way, you give once but help many.”

TASK FORCE

Freeman BurrValley United Way Campaign Chair

Jimmy TickeyValley United Way Campaign Vice Chair

Jennifer BullDworken, Hillman, LaMorte &Sterczala, P.C.

Michael GnibusGE Global Patent Operation

Eileen Lopez-CordoneUIL Holdings Corp.

Richard RosenThe RH Rosen Group

Thomas A. Steeves, Jr.American IT Solutions, Inc.

CAMPAIGN

“Valley United Way has been an essential player in the Valley for the past 48 years and continues to grow and

evolve with the needs of our community. Our organization has the capability to leverage resources and holds the

expertise to bring the right people together at our table, to rally around an issue and make change happen. Each

year we raise nearly $1 million to devote to our partner agencies and our volunteer center who are passionate

about helping our youth succeed, strenghtening local families, providing basic needs and serving as a safety

net to prevent crises. This campaign was a challenge - and while we didn’t reach the numbers we needed, we

will continue to do everything we can to serve our community. I am so grateful to the donors, companies and

volunteers for their dedication and support of our campaign.”

Sara Aylward Director, Resource Development Valley United Way

Page 17: Annual report 2015-2016

ACT Spooner HouseKate Pipa

Ansonia Public SchoolsCarol MerloneFran Perrotti

Better Packages, Inc.MaryAnn MiskowiczPhil White

BHcareJoyce Macauda

BIC Corporation Elaine BatailleLaura BellowsDon CastaldiLeslie CullenJo-Anne DeRosaLaura DoyleKevin DunnSusan FeherKaren GeorgiaDavid GrayKaley HagenKellie HaydenJohanne HendersonBill HoaglandBonnie JonesChristian KeatorDanette KennedyMary-Ellen LacasseJennifer LysikDoris MainFrank O’ConnorMaeve Rothman

Blum ShaprioEllen Sansevero

Boys and Girls Club of the LNVShaye Roscoe

Catholic CharitiesDiane D’Amato

Curtiss Ryan Inc.Jennifer Keever

Derby Day Care CenterGladys Lazurek

Derby Public SchoolsDr. Matthew ConwayDina Gotowala

Dworken, Hillman, LaMorte & Sterczala, P.C.Jennifer BullSarah Burke

Energizer Personal Care Cheryl Amicone Steven Charles Lisa CookKatrina GehrmannMona Kadiwar Melanie Martin Elizabeth Parady Angela Sijuwade Jennifer Yomoah

Greater Valley Chamber of CommerceNancie Gray

Griffin HospitalOona BurkeLaura CiancioloChristian Meagher

HR Consulting/StaffworksLeslie Junko

Hubbell Incorporated Jill CapraNicole ClarkPat CloseVic FlagelloChris McCarthyJohn McFarlandLisa Szuch

Iroquois Pipeline Operating Company Tom BashawSooz DeLeonPatricia DesautelsAlan GrassiaJennifer KalasardoBrenda StableinCarol Takacs

Julia Day Nursery & KindergartenSharon Kelly

LNV Parent Child Resource CenterSusan Kelly

Merit InsuranceEdward Buckmir

Naugatuck Valley Health DistrictColleen Lindholm

NPI MedicalJacqueline Godbout

People’s United BankJoseph Perun

Pitney BowesAladin Abu-ObaidGillann Blunschi Lori ButcherDanielle CarlucciMaryane ChapmanAngela CorderyJames FloodElysa JacobsDemitra JonesLiz JustesenKashif KhanMisty MorganMel OhlAngela Paulus Laura Xia

Serra & Delvecchio InsuranceCarol Pendagast

Seymour Public SchoolsPat Boyle

Seymour, Town ofMichele Wasikowski

Shelton Public SchoolsKathy RiddleFreeman Burr

SONCCAPatrice Baldwin

TEAM, Inc.Marie BellettiSilvia PaytasDiane StromanSue Westine

Vishay AmericasKim BoveriPaula Scinto

Webster BankMichael Sciamanna

We apologize if we have inadvertently omitted a committee member or have

misspelled a name. Please accept our apologies. Thank you!

EMPLOYEE CAMPAIGN COORDINATORS

Page 18: Annual report 2015-2016

TOCQUEVILLE SOCIETY*THE COMMODORE ISAAC HULL SOCIETY United Way of America established this prestigious society

as a national leadership recognition program to recognize individual donors who contribute $10,000 or more to their

local United Way.

William C. and Judy BassettJames Lane

Nicholas & Ernie LuiseNed MillerDavid Nord

Ron and Peggy Villani

Valley United Way’s leadership giving program, The Commodore Isaac Hull Society, recognizes those caring individuals who commit themselves to providing substantial support to our

United Way. Members of the Hull Society are caring and generous people who lead by example in the community by ensuring that

needed human and social services continue to be made available to all citizens of the Lower Naugatuck Valley. These are the

people who are in the forefront of the struggle to provide a better way of life to every age and generation.

Admiral’s Circle*Annual gifts of $5,000-$9,999

Raymond BlanchettePing & Sarah HsiehWilliam Sperry

Commodore’s Circle*Annual gifts of $2,500-$4,999

Jeffrey BrunerRichard L. MatthiesJoseph Pagliaro, Jr.William TolleyJack WalshPhil White

Captain’s Circle*Annual gifts of $1,000-$2,499Michael BarberBertha BeldenRichard BerardinoJames BraunJennifer BullFreeman BurrWayne CableJoe Capozzoli

Patrick CharmelWilliam ChiarelliJames CohenPatrick CordleVirginia CostiganPatricia DesautelsGregory and Diane DeStefanoLaura J. DonahueRobert FiscusFitzmaurice FamilyElizabeth GibsonDavid GrayMario Guevara RodriquezJohanne HendersonBarry Johnson IIIDavid KimballTimothy KoletsosEllen KritemeyerLisa KrohneJohn McFarlandFrancis H. Michaud, Jr.Bill and Stephanie MillerMary Ann MillerChristopher Mills

Timothy NelsonRuth ParkinsFrank PickmanWalter PirogWilliam PurcellJohn PutortiKristie RainesHector RosarioScott E. RupffKenneth SchaibleMichelle SpaderThomas Sutnik and Lynn MillerNicholas and Patricia TarasovicDominick J. Thomas, Jr.Carl VenselMichelle Wieler

*This level has anonymous donors

The following companies have one or more leadership givers in the Commodore Isaac Hull Society:Better PackagesBIC CorporationBlanchette Sporting GoodsDworken, Hillman, LaMorte & Sterczala, P.C.Edward F. Adzima & Riverview Funeral HomesGeneral ElectricGreater Valley Chamber of CommerceHubbell IncorporatedIroquois Pipeline Operating CompanyMiller InvestmentNed Miller Agency, A Division of Starkweather & Shepley Ins.People’s United BankShelton Public SchoolsUnited Parcel ServiceValley United Way

2015-2016 COMMODORE ISAAC HULL SOCIETY MEMBERS (This list is accurate as of 3/31/2016):

LEADERSHIP GIVING

If we have inadvertently omitted or misspelled your name, please accept our apologies.

Page 19: Annual report 2015-2016

Luise, Nick & Ernie • Macy’s •

Magellan Midstream

Partners, L.P. • Mahoney,

Mary • Maky-miw, Michael • Mario

D’Addario Buick, Inc. • Mascolo, Louise •

Matthies, Richard • Merrill Lynch Wealth

Management • Michaud, Francis H. • Miller Investment •

Miller, Joyce • Miller Ward Funeral Home •

Minuteman Press • Moir, Floyd • Moll, David • MonroMuffler

• Murphy, Maureen •

• Ned Miller Agency, A Division of

Starkweather & Shepley Ins. New

Haven Legal Assistance • Nimons, William • Noack, Deb • NPI Medical • Opticare • Orchid Orthopedic

Design • Ortoli, Josephine • Oxford Public Schools • Parent Child Resource Center • People’s United Bank • Pepe, Mary • Peralta Design • PerkinElmer Precisely • Philips Medical

Systems • Pitney Bowes • PricewaterhouseCoopers LLP • Principal Financial Group • Prudential • PSEG • Pucci, William • R.D. Scinto Inc. • Real Estate Two • Remlin, Roy • Retina Systems • Reynolds, Patricia • Rite Aid • Rosen, Richard • Rte

67 Self Storage • Ryan & Tyma LLP • Sampieri, Robert • Schiable, Kenneth • Shwartz, Kennith • Serra & DelVecchio Insurance • Seymour Public Schools • Seymour, Town of • Shady Knoll Health Center • Shaffer, Beverly • Shelton, City of • Shelton Economic Development Corp. • Shelton Public Schools • Siemens • SONCCA • Sous, Ramon • Splan, Shawn • Stamos,

Gregory • Stankye, Anne • Stern, Samuel • Sutnik, Thomas • Sweeney, Joyce • Tamis, Donald • Target • TD Bank • The Workplace • Thomas, Dominick • Tomasella, Schlitter & Burrell, PC • Town Line Self Storage, LLC • True Value • Turner

Construction Company • Turski, Stanley • UIL Holdings Corporation • United Methodist Homes, Inc. • United Parcel Service-East New England • United Technologies • United Way of Coastal Fairfield County •

UnitedHealth Group • Valla, Dominic • Valley United Way • Valley YMCS • Viadella, Shirleyanne • Villani, Ron • Vishay Intertechnology, Inc. • VNA of South

Central Connecticut • Walmart • Webster Bank • Wells Fargo/Wachovia • Wells, Thomas • Wesley Heights • Wheeler, Wesley • White Hills Express Inc. • Xerox • The Yudkin

Family Fund • Zarro, James • *Plus the hundreds of employees who generously contributed through their workplace. If we have inadvertently omitted or

misspelled your name, please accept our apologies. (Accurate as of 3/18/2016)

A Quick Pick Crane Service Inc. • Abbott & Shapiro LLC

• ACT – Spooner House • AD-Merica Corp. • Airway Driving School • Alberti Realty Associates • Alexanders Hardware • Andreana,

Joseph • Anheuser Busch • Ansonia, City of • Ansonia Public Schools • Anthem • Apicella, Testa & Company PC • Augusta, Judith • Averill, Richard • Bank of

America • Basement Systems • Bassett Family Fund • Bassett, William C. and Judy • Belden, Bertha •

Bertie, Gerald • Better Packages, Inc. • BHcare • BIC Corporation • Big Y Supermarket,

#99 • Blanchette Sporting Goods • Blanck, Anne • Blum Shapiro •

Boys & Girls Club of LNV • Bradley, Henry • Bragg, Wayne • Buchta,

Rosemary • Cable, Violet • Calvert Safe and Lock • Capitol

Barber Shop • Carey & Guarrera • Catholic Charities •

Cavagnuolo, Emma • Charles Dickgiesser

Company • Clorox Company • Cohen, James • Comcast •

Conti Associates • Coppola, Eugene •

Cormack, Marilyn • Costigan, Virginia •

Cota, Andrew • Courtyard by Marriott • Crave •

Crosby Commons • CTWestMA CFC • Curtiss Ryan

Inc. • Dabkowski, Kathleen • Daniell, John •

David M. Grant Caterers • DeAngelis, Richard •

DeGray, John • Derby, City of • Derby Day Care Center •

Derby Football Club • Derby Public Schools • DeStefano, Gregory • Dib, Donald •

Dirienzo, Angelo • Donahue, Laura •

Donohue, John • Double R Inc. • Drennan, Joseph • Dripchak, Stephen • DSA

Companies •

Duchess Family Restaurants • Dunlop, Bill •

Dworkin, Hillman, LaMorte, Sterczala • Dworkin, Jay • Dyer, Bill • Dziedzic, Charles • Earthworks Excavating, Inc. •

Edgewell Personal Care • Edward F. Adzima & Riverview Funeral

Homes • Eversource • FedEx Ground • First

Niagara Bank • Fiscus, Robert • Flynn,

Joseph • Fred Ortoli Photograpy • The

Friend A. Russ Fund • Frontier Communic

ations • Gabianelli, Thomas • Gambacini

, Nelson • Ganz, Glenn • Garofalo,

Barbara • General Electric • Ghilardi, Madelyn •

Giardina, Joan • Girl Scouts of

CT • Glover, Leroy • Grassy

Hill Lodge • Greater Valley

Chamber of Commerc e •

Griffin Hospital • HR Consultin

g/Staffwo rks • Hubbell Incorpora

ted • Hull Funeral Home • Huntingto n Electric

• Ianniello, Daniel

• IBM Corporation & Retirees • Illinois

Tool Works • Industrial Wood Products Co, Inc. • ION Bank • Iroquois

Pipeline Operating Company • Izzo,

Markant hony • Janofsky , Gerald

• Jenkins-King Funeral

Home • Jones Family Farms

• Julia Day Nurser y • JWN Online • Kligfel

d, Michael •Knoll,

Richar d • Kromb erg, Paul • Kuzma, Alice • Liberty Bank/ NVSL

• Literacy Volunt

eers of GNH •

THANK YOU DONORS!

Page 20: Annual report 2015-2016

63Leadership Donors

43Individual Donors

plus the hundreds of corporate employees

113Companies

Be Part of the SOLUTION

The 2015-2016 Annual Community Campaign was not our best year, but we still have a lot to be proud of!

The campaign revenue this year was down, but our top three campaigns were up! Edgewell Personal Care, BIC Corporation and Hubbell Incorporated once again came in each with over

$100,000 and together raised an additional $21,000 for Valley United Way.

We earned a new Tocqueville Society Member, a person so comitted to the organization and passionate about our work, that their annual contribution is $10,000 or more.

We raised over $2000 from 9 small businesses new to the Valley United Way donor list.

Every single donor and dollar is part of the solution and the money generously contributed to our campaign will be allocated this spring!

CAMPAIGN HIGHLIGHTS

Page 21: Annual report 2015-2016

Top Dollars Raised Campaigns(Combined Corporate and Employee Giving of $10,000 or more)Bassett Family FundBIC CorporationEdgewell Personal CareGeneral ElectricGriffin HospitalHubbell CorporationIroquois Pipeline Operating CompanyNed Miller Agency, A Division of Starkweather & Shepley Ins.People’s United BankShelton Public SchoolsThe Friend A. Russ FundWebster Bank

Employee Giving AwardsGold(Employee per capita giving of $125 or more)Better Packages, Inc.BIC CorporationDworken, Hillman, LaMorte & Sterczala, P.C.Greater Valley Chamber of CommerceHubbell IncorporatedIroquois Pipeline Operating CompanyNed Miller Agency, A Division of Starkweather & Shepley Ins. NPI MedicalValley United Way

Silver(Employee per capita giving of $75 - $124.99)Julia Day Nursery & Kindergarten

Bronze(Employee per capita giving of $50 - $74.99)ACT–Spooner HouseBlum ShapiroDerby Day Care CenterGeneral ElectricPeople’s United BankSerra & DelVecchio InsuranceUnited Parcel Service - East New EnglandVishay Intertechnology, Inc.

Employee Participation AwardsGold(Employee participation of 75% or more)Better Packages, Inc.Boys & Girls Club of the LNVGreater Valley Chamber of CommerceIroquois Pipeline Operating CompanyNed Miller Agency, A Division of Starkweather & Shepley InsuranceValley United WayVishay Intertechnology, Inc.

Silver(Employee participation of 50%-74%)ACT - Spooner HouseBIC CorporationDworken, Hillman, LaMorte & Sterczala, P.C.Julia Day Nursery & KindergartenSerra & DelVecchio Insurance

Bronze(Employee participation of 25%-49%)Derby Day Care CenterGeneral ElectricHubbell IncorporatedNPI Medical SONCCAUnited Parcel Service - East New England

Corporate Giving AwardsGold(Corporate per capita gifts of $75 or more per employee)BIC CorporationIroquois Pipeline Operating Company

Bronze(Corporate per capita gifts of $40 - $59.99 per employee)Hubbell Incorporated

Multiple AwardsBIC CorporationTop Dollars RaisedCorporate Giving – GoldEmployee Giving – GoldEmployee Participation – Silver

Edgewell Personal CareTop Dollars RaisedCorporate Giving – GoldEmployee Giving – GoldEmployee Participation – Gold

Hubbell IncorporatedTop Dollars RaisedCorporate Giving – BronzeEmployee Giving – SilverEmployee Participation – Bronze

Iroquois Pipeline Operating CompanyTop Dollars RaisedCorporate Giving – GoldEmployee Giving – SilverEmployee Participation – Gold

*Awards are based on data provided by each company to Valley United Way and are calculated as of 3/31/15. We apologize for any errors.

2014-2015 SPECIAL AWARDS

#1 Overall Campaign Edgewell Personal Care

CEO LeadershipPatrick CharmelGriffin Hospital

CVC Corporate Citizen of the YearBIC Corporation

Highest Corporate Giving (per capita)Iroquois Pipeline Operating Company

Highest ParticipationBetter Packages, Inc.

Leadership GivingHubbell Incorporated

Lifetime Campaign Support Webster Bank

Mildred A. Davey Partner Agency Team, Inc.

CAMPAIGN AWARDS

Page 22: Annual report 2015-2016

Ned Miller is the 46th Charles H. Flynn Humanitarian Award winner, the Valley’s oldest and most prestigious community service award named for the late editor of The Evening Sentinel. The award is presented for a lifetime of service to the community, encompassing more that one town or organization.

Ned is currently a member of the Board at Valley United Way and co-chair of its allocations committee. In the past, he served as chairman of the board and also served twice as the Chairman of the Annual Community campaign. Ned’s distinguished record of service includes involvement with the Shelton Jaycees (President), Ansonia Rotary Club (President), Housatonic Council Boy Scouts of America (President), Parent Child Resource Center (Vice President) and Mason Temple Association (Treasurer).

His other Board affiliations include Griffin Hospital, the Recreation Camp, Shelton Economic Development Corporation, and the Greater Valley Chamber of Commerce. He is also currently an alternate member of Shelton’s Planning and Zoning Commission.

Ned’s work has not gone unrecognized as he has been the recipient of several major awards including the Chamber’s Gold Seal Award, PCRC’s Joseph A. Pagliaro Award, Valley United Way’s Volunteer Center Volunteer of the Year, the Derby Historical Society’s Dr. John Ireland Howe Award, and the Boy Scouts Silver Beaver and Good Scout awards.

Ned is a graduate of St. Bernard College and resides in Shelton with his wife Marianne. He is the proud father of Nick Miller of Denver, Colorado and Erica Laudano of Manahattan, as well as two grandchildren.

2015-- Ron Villani2014-- Joseph Andreana2013-- Nick and Ernie Luise2012-- David M. Grant2011-- Harry DiAdamo, Jr.2010-- Domminick J. Thomas, Jr.2009-- Fred Ortoli2008-- Jack Ribas2007-- Diane Stroman2006-- William C. Nimons2005-- David M. Rifkin2004-- Janice Sheehy

2003-- Kenneth E. Schabile2002-- Joseph A. Pagliaro, Sr.2001-- Norman Santa2000-- William C. Bassett1999-- William D. Coffey1998-- William M. Miller1997-- Julius I. Douglas1996-- Mary L. Pepe1995-- Madeleine Sobin1994-- John F. Costigan1993-- Raymond P. Lavietes1992-- John W. Gatison, Jr.

1991-- Doris L. and G. Bush Clark1990-- G. Jeffery Reynolds1989-- Bartholomew J. Hennessey1988-- Rev. Francis M. McKenna1987-- Edward Cowey1986-- Frank Casalveri1985-- George Berman1984-- Helen T. Ragusa1983-- Richard L. Schuster1982-- Edmund P. Strang1981-- Anna L. LoPresti1980-- Joseph A. Doyle

1979-- Edward W. Miller1978-- Franklin S. Harris1977-- Margaret C. Belden1976-- Audrey E. Heusser1975-- Irene G. Smith1974-- Edward J. Cotter, Jr.1973-- Donald W. Mark1972-- L. Raymond Darling1971-- Alice Russ Cochran

PAST RECIPIENTS

NED MILLER

CHARLES H. FLYNN HUMANITARIAN AWARD

Page 23: Annual report 2015-2016

1979-- Edward W. Miller1978-- Franklin S. Harris1977-- Margaret C. Belden1976-- Audrey E. Heusser1975-- Irene G. Smith1974-- Edward J. Cotter, Jr.1973-- Donald W. Mark1972-- L. Raymond Darling1971-- Alice Russ Cochran

* Information is based on 2-1-1 CT call center report 2015

VALLEY UNITED WAY 2-1-1 RECEIVED

6,235 REQUESTS FOR

ASSISTANCE

Page 24: Annual report 2015-2016

Since the publishing of the A.L.I.C.E. and the Valley Hunger Study, we have continued to work with other United Ways in Connecticut to shed a light on the plight of a population of hard working individuals who struggle to have a decent quality of life. During the year, we hosted a meeting between regional United Ways and Congresswoman Rosa DeLauro to discuss ways that we can work together on the issue. That was followed in December with the Valley Council for Health & Human Services focusing their annual meeting on the A.L.I.C.E. issue with an eye-opening simulation about life as A.L.I.C.E. entitled “Making Choices.”

On the local level we have had a major focus on hunger. As you can see elsewhere in this report, the CVC once again did a phenomenal job with the Harvest House VI project, in addition to the monthly food drives that they have been doing for years now.

We also coordinated a very special effort by the Derby-Shelton Rotary Club to deliver 13,000 pre-packaged meals to area food banks who continue to work together on the Valley Food Security Task Force. Currently, we are working with the Task Force and local area postal workers to expand the scope of the annual Letter Carriers Food Drive.

To read the report visitwww.valleyunitedway.org/index.php/a-l-i-c-e-report/

To read the report visitwww.valleyunitedway.org/index.php/valley-hunger-study-2/

FOOD IS A PRIORITY

Page 25: Annual report 2015-2016

2015 GRADUATING CLASS

A joint program of Valley United Way, the Greater Valley Chamber of Commerce and the Valley Council for Health & Human Services, Leadership Greater Valley combines leadership skill building with community education.

During the nine-week program, participants get a bird’s-eye view of the issues facing the community, begin developing the skills necessary to assume leadership roles and are exposed to involvement opportunities in the Valley. The class is limited to selected individuals who have the personal opportunity to learn from the leaders of many local organizations

and associations.

Leadership Greater Valley is unlike other programs because it goes beyond corporate to develop the vision and drive for community change– it builds a better tomorrow for all of us.

Laura BellowsBIC Corporation

Sue BeroBenchmark Senior Living

Rory BurkeTown of Seymour

Harry BurlakoffMinuteman Press of Shelton

Elizabeth CantasPerkinElmer, Inc.

Rashida CundiffPeople’s United Bank

Pamela EllsworthNaugatuck Valley Savings & Loan

Michaelangelo GuerreraFocaccia’s Cafe & Catery

Ralph KhroneIroquois Pipeline Operating Company

Debbie LeClercNaugatuck Valley Savings & Loan

Melissa MahonWebster Bank

Mary Ann MiskowiczBetter Packages

Barbara MooreValley YMCA

David MorganTEAM, Inc.

Edward MwelwaEDM Accounting & Taxes

Ramon PeraltaPeralta Design

Kate PipaSpooner House

John ReadyValley Community Foundation

Angelina StackpoleAmerican Heart Association

Carol Takacs Iroquois Pipeline Operating Company

Seneca ToddUIL Holdings

Theresa Waldron-YancoskieBenchmark Senior Living

LEADERSHIP GREATER VALLEY

Page 26: Annual report 2015-2016

214 people from Valley families received gifts this holiday season thanks to the generosity of our corporate partners:

A. Albert SalonAltair Global Relocation AMS WINSBarnum Financial, An office of MetLife Dayton T. BrownFocaccia’s Cafe & CateryFuss & O’Neil Inc.

Iroquois Pipeline Operating CompanyLex ProductsMinuteman Press of SheltonNavigantNPI MedicalPeople’s United BankPeralta Design

Pitney BowesPrudentialR.D. ScintoSikorsky Spataro ConstructionValley United WayWebster Bank

HOLIDAY GIVING

Page 27: Annual report 2015-2016

95 AUCTION ITEMS 257 TICKETS

SOLD $20,000 NET PROFIT

In an unexpected turn of events Winter Storm Jonas dropped over a foot of snow in the Valley area the day of our 2nd Annual Community Gala, but that didn’t stop the party! Those who braved the storm and ventured out to the Trumbull Marriott enjoyed a night of excellent food, a fantastic performance from Keys to the City Dueling Pianos and amazing auction items including everything from gorgeous jewelry and artwork to mountain bikes

and gift cards. Thank you to our guests, auction donors and sponsors who made this event happen!

Pitney BowesPrudentialR.D. ScintoSikorsky Spataro ConstructionValley United WayWebster Bank

COMMUNITY GALA

Page 28: Annual report 2015-2016

ALLOCATIONS COMMITTEE MEMBERSRonald Villani- ChairUniversity of New Haven Thomas Christiano Community Volunteer

Mark DacontoBasement Systems

John DeGrayBudderfly, LLC

James GeisslerCommunity Volunteer

David J. GrantDavid M. Grant Caterer’s Jennifer KalasardoIroquois Pipeline Operating Company

Robert LeskoDiMatteo Group

Mary McNelis Town of Seymour

Ned MillerNed Miller Agency, A Division of Starkweather & Shepley Ins.

Mary Ann MiskowiczBetter Packages, Inc.

Allie RaffertyValley United Way Youth Leadership

Cindy Rinaldi Webster Bank

Brian SextonCommunity Volunteer

Michele SiuValley United Way Youth Leadership

Phyllis SochrinCommunity Volunteer

Bob VanEgghen PerkinElmer

Rob VanEgghenDRS Seismic Consultants LLC

Thomas WelchWelch, Teodosio, Stanek & Blake

Ron VillaniAllocations Chair

ALLOCATIONS CHAIR & COMMITTEEThe Allocations Committee is charged with examining all requests for funding and making recommendations to the Board of Directors for final action. I want to thank a very dedicated group of volunteers who spent a significant amount of time examining budgets and visiting agencies to view funded programs in action. There is never enough funding to meet all of the needs in the community, but our volunteers make their recommendations to the Board of Directors based on a solid footing of facts and careful review – and a lot of thoughtful and compassionate debate.

You can see the result of their work on the listing of allocations and donor designations elsewhere in the report, I want to thank the committee members (see below) for their hard work this year. I also want to thank both the volunteers and the agencies for their cooperation as we

began the move to a new on-line platform for the allocations process.

I should point out that in addition to the regular allocations, a total of $29,493 was made through Special Needs Grants and an additional $123,285 was distributed through donor designated funds during the last fiscal year.

Page 29: Annual report 2015-2016

$11,026

$18.320

$26,562

$32,884

$4,244

$90,745

$42,851

$36,851

$6,000

$3,700

$7,519

$4,676

$1,400

$1,675

$52,183

$2,000

$9,500

$20,000

$9,120

$617

$1,745

$9,000

$40,305

$10.300

$9,014

These numbers are a combined totals of allocations, designations & special allocations paid during the

fiscal year ending June 30, 2016

2015-2016

PARTNER AGENCIES

2-1-1

American Red Cross - CT Region

Area Congregations Together - Spooner House

BHcare - Center for Domestic Violence Services

Big Brothers Big Sisters of Southwestern CT

Boys & Girls Club of the Lower Naugatuck Valley

Boy Scouts - Housatonic Council

Catholic Charities

Christian Counseling & Family Life Center

Derby Day Care Center

Father McKenna St. Vincent de Paul Society

Girl Scouts of CT International Institute

Julia Day Nursery & Kindergarten

LNV Parent Child Resource Center

New Haven Legal

Meals on Wheels - TEAM Inc.

Rape Crisis Center of Milford

Recreation Camp

SONCCA

United Services Organization

Valley Family Resource Center - TEAM Inc.

Valley YMCA

Visiting Nurse Association of South Central CT

Wellmore Behavioral Health

Page 30: Annual report 2015-2016

The audited figures for the period ending June 30, 2015 resulted in a small growth in reserves reversing a two year decline. Our cash position has remained strong, and our reserves at $482,575 remain within the prudent three to six month operating reserve guidelines established by the Board of Directors. Our challenge

continues to be to increase and diversify our revenue stream during a

period of major change in the philanthropic arena. The Finance Committee continues to work very closely with the Board to ensure the economic health of the organization.

As always, it is important to note that the audited figures do not show the full financial impact of Valley United Way. Many of the activities conducted by Valley United Way - and highlighted throughout this annual report - bring in significant additional resources benefitting the community. Those activities primarily carried out by our Corporate Volunteer Council included clothing children for the new school year, the Harvest House VI food project, conducting monthly food and clothing drives and carrying out a wide array of special holiday projects that benefit the neediest in our community. The value of those efforts is enormous even though not reported as part of the audited figures.

It is an honor to serve as Treasurer and to work very closely with a very talented and devoted Finance Committee that has remained together for a number of years now.

Greg DeStefanoCherubina & Company P.C.

(Per audit 6/30/15)June 30,UNRESTRICTED NET ASSETSUNRESTRICTED REVENUES AND OTHER SUPPORT Campaign contributions-current Less donor fields of service-current Less donor designations-current Provision for noncollectable pledges TOTAL CAMPAIGN Foundation grants Special events and other Investment income In-kindTOTAL UNRESTRICTED REVENUES AND OTHER SUPPORT ALLOCATIONS AND FUNCTIONAL EXPENSES Allocations (including Special Needs of $25,000 in 2014)

Functional expenses (including donated services,

and facilities of $7,733 and $10,494) Community program services Management and general Fund raisingTotal functional expensesTOTAL ALLOCATIONS & FUNCTIONAL EXPENSES

INCREASE (DECREASE) IN UNRESTRICTED NET ASSETS TEMPORARILY RESTRICTED NET ASSETS-contributionsReleased to unrestricted net assets

INCREASE (DECREASE) IN NET ASSETS NET ASSETS at beginning of year

NET ASSETS AT END OF YEAR

2015 2014

$1,040,394 $965,397 (25,659) (31,929) (123,801) (123,337) (60,809) (57,519) 830,125 752,612 205,403 188,722 70,475 96,042 51 51 4,733 10,494 $1,110,787 $1,047,921

422,576 478,124

359,896 370,433 106,407 114,708 200,267 196,909 666,570 682,050$1,089,146 $1,160,174 29,899 (112,253)

5,150 8,258 (8,258) - (3,108) 8,258 26,791 (103,995)

455,784 559,779

$482,575 $455,784

MESSAGE FROM THE TREASURER

Page 31: Annual report 2015-2016

FINANCE COMMITTEEGregory P. DeStefano – ChairCherubina & Company P.C.

Jennifer BullDworken, Hillman,LaMorte & Sterczala, P.C.

Michael MarcinekFletcher-Thompson

William M. Miller Jr.Miller Investment

(Per audit 6/30/15)ASSETS

June 30, 2015 2014

CURRENT ASSETSCash and cash equivalents $467,833 $385,061 Accounts receivable - 3,597Contributions receivable, less allowance for uncollectable amounts of $118,842 and $87,773 228,165 261,604Grants receivable 5,000 40,000 Prepaid expenses 18,249 18,462 TOTAL CURRENT ASSETS 719,247 708,724Equipment less allowance for depreciation of $121,456 and $97,858 88,832 91,359 TOTAL ASSETS $808,079 $800,083

LIABILITIES AND NET ASSETS

CURRENT LIABILITIESAccounts payable and accruals $8,661 $10,146 Designations and allocations payable 121,191 128,882 Deferred revenue – grants 120,826 159,960 Deferred revenue – other 74,826 45,311 TOTAL CURRENT LIABILITIES 325,504 344,299 NET ASSETS- UNRESTRICTED 447,425 447,526 TEMPORARILY RESTRICTED 5,150 8,258 482,575 455,784

TOTAL LIABILITIES AND NET ASSETS $808,079 $800,083

per audit 6/30/2015

Allocations$422,576

Special Needs/Fields of Service$29,493

Designations- Non-Partner Agencies$98,900

Designations- Partner Agencies$24,385

Allocations/Designations/Fields of Service Payouts

73

%

5% 17

% 4%

2015 2014

$1,040,394 $965,397 (25,659) (31,929) (123,801) (123,337) (60,809) (57,519) 830,125 752,612 205,403 188,722 70,475 96,042 51 51 4,733 10,494 $1,110,787 $1,047,921

422,576 478,124

359,896 370,433 106,407 114,708 200,267 196,909 666,570 682,050$1,089,146 $1,160,174 29,899 (112,253)

5,150 8,258 (8,258) - (3,108) 8,258 26,791 (103,995)

455,784 559,779

$482,575 $455,784

FINANCIAL POSITION

Page 32: Annual report 2015-2016

Thanks to your generosity during our annual campaigns, Valley United Way has been able to fund health and human services programs that touch thousands of people in our community. But annual gifts alone cannot fund the future. As our community

continues to change and grow, our Annual Campaign may be hard pressed to keep pace with emerging needs. It is for this reason – to prepare for our community’s future, that the Heritage Fund has been created. The Heritage Fund is a special fund, separate from our annual campaign that serves as Valley United Way’s permanent endowment. It is our promise to the community that we will always be here to help those in need. The Heritage Fund is your opportunity to leave your mark and to invest in your community’s future, by making a gift that will be remembered for its enduring benefits toward our community. Your attorney or financial advisor can help guide you in selecting what’s best for you.

Gift Opportunities Include:• A bequest through your will• Gifts of cash, stocks, or real estate• Life income gifts• Memorial & tribute gifts

For more information, please contact Valley United Way.

Raymond P. Lavietes Foundation:This generous funding helped to support the Volunteer Center and the Youth Leadership Program as well as to fund the technology that is the backbone for our operations and some of our marketing and communications efforts.

The Prudential Foundation: The Prudential Foundation funded the Valley Hunger Study & Valley United Way’s participation in the ALICE Report. The Prudential Foundation has also made a generous grant to support the Youth Leadership Program.

Graustein Memorial Fund: Supported Early Childhood Initiatives in Ansonia and Shelton through regular and matching grant programs.

Katharine Matthies Foundation:Provided significant funding for the Ansonia Early Childhood Initiative.

The Friend A. Russ Fund: Made an annual contribution that supports the full range of community programs supported by Valley United Way.

Webster Bank: Provided a special grant for a campaign assistant to help us with our most important work – the Annual Community Campaign.

The Valley Community Foundation: Provided support for the Valley United Way’s technology upgrades and training. The Foundation also provided funding to the Ansonia Early Childhood initiative.

Valley United Way is fortunate to have the support and cooperation of several other funders in carrying out much of our work in the community. We want to acknowledge the following funders:

GRANTS & HERITAGE FUND

Page 33: Annual report 2015-2016

For Your Information

Need a volunteer to help at your organization? Looking to go out in your community and give your

time and talents?

Check out Valley United Way’s e-volunteer, your one stop shop for everything volunteer related. Easily post opportunites for your nonprofit or search to see what’s available for you to get involved with.

Visit us today at www.valleyunitedway.org

Page 34: Annual report 2015-2016

MEMBERS OF THE CORPORATION

OfficersJanice Sheehy*ChairWebster Bank

Jennifer Bull*Vice-ChairDworken, Hillman, LaMorte, & Sterczala, P.C.

Gregory P. DeStefano*TreasurerCherubina & Company, P.C.

Jimmy Tickey*SecretaryJWN Online

Members of the Board

Freeman Burr*Retired Superintendent of Shelton Public Schools

Patrick CharmelGriffin Hospital

Eileen Lopez-CordoneUIL Holdings

John DeGrayBudderfly, LLC

Michael GnibusGE Global Patent Operation

Johanne HendersonBIC Corporation

Mona KadiwarEdgewell Personal Care

John McFarlandHubbell Incorporated

Deborah McGuiganPrudential

Carol MerloneAnsonia Board of Education

Edward W. Miller, Jr.*Ned Miller Agency,A Division of Starkweather & Shepley Insurance

Mary Ann MiskowiczBetter Packages, Inc.

Fred OrtoliFred Ortoli Photography

Joseph PagliaroEdward F. Adzima & Riverview Funeral Homes

Ruth ParkinsIroquois Pipeline Operating Company

Joseph PerunPeople’s United Bank

William PurcellGreater Valley Chamber of Commerce

Richard RosenThe R.H. Rosen Group

Thomas A. Steeves, Jr.American IT Solutions, Inc.

Thomas SutnikAttorney-at-Law

Dominick ThomasCohen & Thomas

Kristen Urso-Rio*GE Corporate

*Executive Committee

Joseph AndreanaJudith W. AugustaJean AxtellKenneth BaldygaWilliam C. BassettWilliam H. BassettBertha M. BeldenRick BeldenTrish BruderRichard BsharaJennifer BullFreeman BurrAdrienne CabralWilliam CarlsonLauren CasalveriDavid CassettiPatrick CharmelSharon ClosiusMaureen CoffeyJames E. CohenTheresa ConroyMatthew ConwayEugene CoppolaEileen Lopez- CordoneMarilyn CormackVirginia CostiganSusan CoyleJoseph CriscoJohn DaniellCharlene DeFilippoJames DellaVolpeJohn DeGrayEd DeMarseillesGregory P. DeStefanoHarry DiAdamoAngelo DirienzoJulius Douglas**Anita DugattoWilliam DunlopEleanor M. DupleseFrederick J. Elmy

Richard Feher Jo-Lynn FlahertyChris GalloJames GeisslerLinda GentileMichael M. GnibusDavid J. GrantDavid M. GrantThomas I. GreeneJames Guerrera*Josephine Hasfal*Johanne HendersonRob KaneKevin KellyM. Elizabeth KennardThemis Klarides Richard KnollDavid LabriolaMark A. LaurettiErnestine LuiseNicholas LuiseMichael S. MarcinekJohn McFarlandDeborah McGuiganCarol MerloneEdward W. Miller Jr.W. Kurt MillerWilliam M. Miller Jr.Sue MillicanDavid MorganWilliam C. NimonsDeborah NoackAna V. OrtizJoseph Pagliaro Jr.*Ruth ParkinsAl Patuzzi*Mary L. PepeJason PerrilloLynne PerryWilliam C. PowandaMelissa PucciWilliam Purcell

Jack RibasArthur C. RiderKathleen RiddleDavid M. RifkinKristen Urso-RioRichard RosenGeorge J. RyanKenneth V. SchwartzKatie ScintoPaula ScintoBrian SextonJanice SheehyCaroline Sloat*Maria A. SmithKaren SpargoColleen SpoonerGregory J. StamosCharles M. Stankye, Jr.Thomas SteevesDiane StromanThomas SutnikChristine SyriakNicholas TarasovicGeorge R. TempleDominick J. ThomasJimmy TickeyRoseanna Tufano*Robert C. VanEgghenRobert J. VanEgghenRonald VillaniThomas J. WelchPhilip L. WhiteMichael Wynne

*2015 Agency Representatives to the Corporation

** Deceased

Valley United Way Board Members

BOARD & CORPORATORS

Page 35: Annual report 2015-2016

FLYNN AWARD COMMITTEEJoseph AndreanaCommunity Volunteer

Bill NimmonsCommunity Volunteer

Fred OrtoliFred Ortoli Photography

Janice SheehyWebster Bank

Diane StromanTEAM, Inc.

MARKETING COMMITTEEChair – Richard RosenThe R.H. Rosen Group

Tom ColvilleColville Insurance

Dan IannelloSacred Heart University

Tim Koletsos BIC Corporation

Eileen Lopez-Cordone UIL Holdings Corporation

Deb NoackSacred Heart University

Fred Ortoli Fred Ortoli Photography

NOMINATING COMMITTEEWilliam Purcell- ChairGreater Valley Chamber of Commerce

Jennifer BullDworken, Hillman, LaMorte & Sterczala, P.C.

Fred OrtoliFred Ortoli Photography

Ruth ParkinsIroquois Pipeline Operating Company

Janice SheehyWebster Bank

Jimmy TickeyJimmy’s World Network, LLC

VOLUNTEER CENTER ADVISORY COMMITTEEGail CatlinSeymour Board of Education

Martha Z. DenstedtGriffin Hospital

Terri HoughtonCommunity Volunteer

Carol KirbyCommunity Volunteer

Reina MarascoValley Regional Adult Education

Barbara QuinnUnited Methodist Homes

Suzanne ReillyTEAM, Inc.

Shaye RoscoeBoys and Girls Club of the LNV

Sue WestineTEAM, Inc.

Board of Directors

Executive Committee

Allocation Committee

President & COO

Director of Development

Campaign Cabinet

Marketing Committee

Accounting & IS Coordinator

Administrative Assistant

Volunteer Center Director

High School Volunteer

Council

Corporate Volunteer

Council

Youth Leadership

Volunteer Center Advisory

Committee

Finance Committee

COMMITTEES

Page 36: Annual report 2015-2016

54 Grove Street, Shelton, CT 06484203-926-9478 • www.valleyunitedway.org

Valley United Way