T H A N K Y O U !

UNITED WAY OF KENNEBEC VALLEYANNUAL REPORT 2014

TABLE OFCONTENTS

- GREETINGS- STAFF/LEADERSHIP- COMMITTEES- BUSINESSES- FINANCIALS- PARTNERS- BOARD

2014 UWKVBOARD MEMBERS

Christine Devine, ChairKV Federal Credit Union

Lesley JonesCity of Augusta

Meghan LoubierSkowhegan Savings Bank

Colonel Eric LindMaine Air National Guard

Scott FossettA Partner in Technology

Sue GrenierG&E Roofing

Jenny SmallCommunity Volunteer

Sandra PrescottCommunity Volunteer

Laura BenedictRed Barn Restaurant

Chris RussellG&E Roofing

Carol Gilbert-TondreauCribstone Capital Management

Cristina EversAdams Realty

Steve ShumanCharlie’s Family of Dealerships

Dan BenceCommunity Volunteer

Khanh VoCentral Maine Power Company

Matthew WaltersWoodlands Senior Living

Rev. David GantMaineGeneral Health

Robbi LockhartE.J. Prescott Company

Michael TardiffJ.S. McCarthy Printers

Aaron Stred, TreasurerNRF Distributors

Craig GarofaloKennebec Savings Bank

Michael TardiffJ.S. McCarthy Printers

Joyce SawtellePFG NorthCenter Food Service

Kristy GouldCity of Augusta

Michelle IbarguenCross Insurance

Ron TrahanGosline-Murchie Insurance

Sue ColwillCentral Maine Power Company

Karen MacGillivrayTim Hortons

A MESSAGE FROMOUR TREASURERThe fiscal year has drawn to a close for the United Way of Kennebec Valley, and we are happy to report that the UWKV received an unqualified opinion from the audit team of Gibson, LeClair, LLC for the 2013 financial statements. While the 2014 campaign was ongoing, the Finance Committee approved the administrative budget for the UWKV, which was subsequently approved by the Executive Committee and Board of Directors, and skillfully managed by the tireless efforts of the United Way Staff.

Over this past year, the Finance Committee also spent considerable time assessing solutions for items that became apparent on the most recent Management Letter which was presented to us by the auditing firm of Gibson, LeClair, LLC. The Finance Committee was asked by the auditing firm to validate, and if necessary, update, the United Way’s Fraud Assessment Policy, which has been addressed by the Finance Committee and United Way Staff.

The Finance Committee also completed the approval process for the 2015 administrative budget. I would personally like to pass along my thanks to the Finance Committee and the United Way Staff for a job well done this year. Together, we have managed our fiduciary responsibility to the best of our abilities. Here’s to another successful year. Thank you again.

Aaron Stred,UWKV Treasurer

“We are happy to report that the United

Way of Kennebec Valley received an

unqualified opinion from the audit team of Gibson, LeClair, LLC for the 2013 financial

statements.

STAFF & LEADERSHIP2014 Campaign

Rob GordonExecutive Director

Heather PouliotResource Development &Communications Manager

Wendy BeaudoinDirector of Finance

Kelly TozierAdministrative Assistant

Christin Devine2014 Board Chair

Michael Tardiff &Matthew Tardiff

2014 Campaign Co-Chairs

Stephen & Stacy ShumanLeadership Circle Co-Chairs

Karen MacGillivrayPacesetter Campaign Chair

Rural Community Action Program Family & Senior Services

Sexual Assault Crisis & Support Center Sexual Assault Education Support Services

Southern Kennebec Child Development Corp. Child Care

Spectrum Generations Meals on Wheels

The Salvation Army Disaster & Emergency Services

United Valley Red Cross Disaster Services

Winthrop Food Pantry

Winthrop Hot Meal Kitchen

Winthrop YMCA Youth & Family Recreation Kid’s Club After School Program

*The United Way of Kennebec Valley does not charge dues or service fees to partner agencies.*

UWKV PROGRAMSUnited Way of Kennebec Valley partners with local nonprofits, agencies and businesses to run the programs below in our community.

2-1-1 Maine

Augusta Community Warming Center

Cash Coalition

Food Pantry Project

Student Days of Caring

All About Prevention HIV Testing Services Alzheimer’s Care Center Adult Day Health Day Program Overnight Respite

Augusta Boys & Girls Club Alternative to Suspension

Augusta Food Bank Food Bank Services

Big Brothers Big Sisters of Midcoast Maine Youth Mentoring

Boy Scouts: Pine Tree Council

Boys & Girls Club of Greater Gardiner Child Care Power Hour Homework Help Summer Recreation Scholarships

Bread of Life Ministries Shelter Services Soup Kitchen

Catholic Charities of Maine Independent Support Services

Children’s Center Early Intervention Services

Children’s Discovery Museum

Crisis & Counseling Center Generations

Faith Food Pantry

Families Matter Program Supplemental Services

Family Violence Project Children & Youth Abuse Prevention

Girl Scouts of Maine

PARTNER AGENCIES& PROGRAMS 2014

Goodwill Industries of Northern NE Goodworks

Kennebec Behavioral Health Homeless Outreach Program Children’s Home & Community Based Treatment Capitol Clubhouse

Kennebec Valley CAP Personal Body Safety Baby Think It Over Transportation

Kennebec Valley Dental Coalition Community Dental Health

Kennebec Valley YMCA Child Care Youth & Teen Programs

Legal Services for the Elderly Elder Abuse Law Project

Literacy Volunteers Community Literacy Project

MaineGeneral Hospice Volunteers of KV Horizon Program WIC Retired Senior Volunteer Program

MaineGeneral Counseling

MaineGeneral Hospice Volunteers of KV Healing Hearts Hospice Support Program

Motivational Services LINC Wellness Center

NAMI Maine Suicide Prevention

Northern New England Poison Center

RETIRING BOARD MEMERS

Sue Colwill - Central Maine Power CompanyAaron Stred - NRF Distributors

NOMINATED TO SERVE A SECOND 3 YEAR TERM

Craig Garofalo - Kennebec Savings BankJoyce Sawtelle - PFG NorthCenter FoodserviceKristy Gould - City of AugustaMichael Tardiff - JS McCarthy PrintersMichelle Ibarguen - Cross Insurance AgencyRon Trahan - Gosline Murchie Agency

NOMINATED TO SERVE A FIRST 3 YEAR TERM

Sue Grenier - G & E RoofingJenny Small - Community VolunteerScott Fossett - A Partner In TechnologyKaren MacGillivray - Tim Horton’sMeghan Loubier - Skowhegan Savings BankLeslie Jones - City of AugustaChris Russell - G & E Roofing

EXECUTIVE COMMITTEE FOR 2014

Christine Devine - 2014 Board ChairMichael Tardiff - 2014 Board Vice-ChairDaniel Bence - VP, AllocationsMichelle Ibarguen - VP, CommunicationsMichael Tardiff - VP, Campaign 2013Kristy Gould - VP, Human ResourcesAaron Stred - TreasurerCraig Garofalo - Assistant TreasurerDavid Gant - Member At Large

WHAT’S NEW IN 2015

SERVING UNTIL 2016

Carol Gilbert-Tondreau - Carol Gilbert-Tondreau & Associates

Cristina Evers - Adams RealtyDaniel Bence - Community Volunteer

Steve Shuman - Charlie’s Family of DealershipsKhanh Vo - Central Maine Power

Matthew Walters - Woodlands Senior LivingRev. David Gant - MaineGeneral Health

SERVING UNTIL 2017

Christine Devine - KV Federal Credit UnionColonel Eric Lind - Maine Air National Guard

Sandra Prescott - Community VolunteerSue Grenier - G & E Roofing

Jenny Small - Community VolunteerScott Fossett - A Partner In Technology

Karen MacGillivray - Tim HortonsMeghan Loubier - Skowhegan Savings

Lesley Jones - City of AugustaRobbi Lockhart - E.J. Prescott Company

Chris Russell - G & E Roofing

EXECUTIVE COMMITTEE FOR 2015

Christine Devine - 2015 Board ChairMichael Tardiff - 2015 Board Vice-Chair

Daniel Bence - VP, AllocationsMichelle Ibarguen - VP, Communications

Craig Garofalo- VP, Campaign 2015Kristy Gould - VP, Human Resources

Craig Garofalo - TreasurerMatthew Walters - Assistant Treasurer

David Gant - Member At Large

UWKVCOMMITTEESCommunications CommitteeThis Committee is responsible for the

United Way messaging. The committee

works on annual materials in print and

digital platforms, print and online adver-

tising, theme development, annual

campaign video, event coordination, and

recognition pieces. The group works

together to ensure that the United Way

message connects directly to the

community.

This committee meets on the first Friday of

every month at 8 am.

Finance CommitteeThis Committee is responsible for

overseeing the finances for the United Way.

Both incoming and outgoing expenses are

to be reviewed and approved. The primary

goal is to prepare for the annual audit.

This committee meets the first Thursday of

each quarter at 7:30 am.

Allocations CommitteeThe Allocation Committee, which is composed

of United Way Board members and local

volunteers, is responsible for reviewing and

visiting of partner programs. After a site visit

and formal review, the Committee is respon-

sible for allocating funds appropriately.

This committee meets at times set by each Tier,

February-April.

Business & Industry CommitteeThe Business and Industry Committee is a

part of the Campaign Committee focused on

obtaining business corporate donations as well

as securing employee campaigns within these

businesses.

This committee meets throughout the Campaign

cycle, August-November, as scheduled.

DOLLARS INVESTED IN THE COMMUNITY

Childcare..........................................................$ 139,000

Sexual Assault/Domestic Violence................$ 71,000

Emergency Services........................................$ 176,600

Elderly..............................................................$ 96,500

Youth/Teens.....................................................$ 142,781

Mental Health.................................................$ 35,584 Transportation/Housing................................$ 51,750

Healthcare.......................................................$ 52,100

Funds Under Management............................$ 155,158

In-Kind Contributions...................................$ 42,500

Designations (Projected)................................$ 97,513

2-1-1 Grant......................................................$ 24,335

TOTAL $ 1,084,821

ALLOCATIONS

FINANCIAL HIGHLIGHTSREVENUE2014 Raised to Date, By Division

Business & Industry.........................................$ 714,974

Finance..............................................................$ 154,204

Health & Education/Non-Profits...................$ 165,377

Professions/Residential...................................$ 171,327

MSECCA..........................................................$ 70,132

CFC...................................................................$ 21,498 Red Barn Cares Fund......................................$ 46,698

Special Events - Golf.......................................$ 6,275

In-Kind Contributions.......................... .........$ 42,500

E-Waste/For Warming Center........................$ 10,365

Warming Center Income................................$ 2,447

Day of Caring..................................................$ 15,800

Tanks for Giving..............................................$ 3,328

MG Heart Fund...............................................$ 64,000

Augusta Fire Relief Fund................................$ 72,431

TOTAL $ 1,561,356

92 Moose/B-98.5/Kool AM107.9 The MixA Partner in TechnologyAging Excellence*Albison’s Print ShopAlternative ManufacturingAugusta Boys & Girls ClubAugusta City EmployeesAugusta Food BankAugusta Fuel CompanyAugusta School EmployeesAT & T Employee GivingB & S PavingBangor Savings BankBank of AmericaBar Harbor Bank and TrustBath Iron WorksBeads on the KennebecBerryDunnBest BuyBetsi Jane Taylor State FarmBH BuildersBoys and Girls Club of Greater GardinerBread of Life MinistriesBrookfieldCapitol ComputersCarol Gibert-Tondreau & Associates C. Caprara Food ServiceCentral Maine PowerCharlie’s Family of DealershipsChildren’s CenterChildren’s Discovery MuseumChina Dine-ahCity of Gardiner EmployeesCives SteelCombined Federal CampaignCommunity Dental ClinicConstellation BrandsCoutts Brothers, Inc.cPort Credit UnionCribstone Capital ManagementCrisis & Counseling Centers, Inc.Cross InsurancecurtisWorks, Inc.D & D Realty, Inc.Dairy Queen*Darling’s Chrysler Dodge Hyundai

BUSINESS PARTNERSTHROUGHOUT 2014

Dave’s Appliance*Douglas Title Company*Downeast EnergyDR Struck Eaton Peabody ConsultingE.J. Prescott CompanyEmery-Waterhouse CompanyERA Webb Real EstateEvergreen Dental AssociatesFairchild SemiconductorFairpoint New EnglandFamilies Matter, Inc.Family Violence ProjectFederal ExpressFive County Credit UnionFoshay-CarltonFuller Sherman TrustGagne & Son Concrete BlocksGanneston ConstructionGardiner Federal Credit UnionG & E RoofingGibson LeClair LLCGive With LibertyGoodwill IndustriesGoold Health SystemsGosline-Murchie AgencyHannaford SupermarketsHealthReachHNTBHolden Insurance AgencyHome Care for MaineIDEXX LaboratoriesInternational Business MachinesInternational PaperJohnson and WebbertJ.S McCarthy Company, Inc.Kennebec Behavioral HealthKennebec County Office of District Attorney*Kennebec JournalKennebec Pharmacy & Home CareKennebec Savings BankKennebec TechnologiesKennebec Valley Chamber of CommerceKennebec Valley Community ActionKennebec Valley Family PlanningKennebec Valley YMCA

Key Bank of MaineKirkpatrick’s Service, Inc.Knowlton Hewins Roberts Funeral HomeKris-Way Truck LeasingKV Federal Credit UnionLagace Properties*Lajoie Brothers ConstructionLamey WellehanLegal Services for the ElderlyLiberal CupLipman KatzLL BeanLongfellow’s GreenhousesLowe’s Home ImprovementMacpage LLCMacomber, Farr & Whitten Maine Better TransportationMaine Dartmouth Family Medicine PracticeMaine Development FoundationMaineGeneral HealthMaine HousingMaine Maritime ProductsMaine Medical AssociationMaine Municipal AssociationMaine State Chamber of CommerceMaine State Credit UnionMaine Tourism AssociationMargarita’s Mexican RestaurantMattson’s Flooring & LightingMeadow Park DevelopmentMedical Care DevelopmentMerckMotivational ServicesMaine State EmployeesM.S. Electric, Inc.Nelson & SonNewman ConcreteNorDxNortheast BankNorthCenter FoodserviceNRF DistributorsOakes & Parkhurst GlassOakhurst DairyO’Connor GMC, Inc.On Point Health DataOn Target Utility ServicesPeachey BuildersPepsi Beverages CompanyPierce Atwood Pine State Trading Co., Inc.Preti Flaherty Believeau & PachiosProgressive Distributors

Pike Industries, Inc.Quirk FordRICOHRolfe’s Well DrillingRollins Landscaping & Snow PlowingRSU #38 Rural Community Action MinistrySam’s ClubSaunders ManufacturingScott’s Recreation Sexual Assault Crisis & Support CenterShaw’s SupermarketSherwin Williams PaintsSouthern Kennebec Child DevelopmentSpectra EnergySpectrum GenerationsStandard DistributorsState Farm InsuranceSteve’s ApplianceStudio MNSYSCOTallwood DesignTambrands Inc.TargetTD BanknorthTex-Tech IndustryTerra Magna Services, Inc.The Bank of MaineThe Red BarnTim Horton’s RestaurantsTime WarnerTJ MaxxTown of WinthropTrademark Federal Credit UnionTri-State Staffing*TRCUnited Parcel ServiceUniversity of MaineUNUMVerrill & DanaVickerson Appraisal Services*Volk Packaging CorporationWal-MartWellpoint FoundationWindsor Veterinary ClinicWinthrop YMCAWoodlands Assisted Living

THANK YOU!