2014-2015 United Way of St. Lucie County

Annual Report

To improve lives by mobilizing the caring power of our community.

For more than 50 years, the United Way of St. Lucie County has been an integral part this community’s growth and wellbeing. Our foundation was humble, with the organization taking root to connect those most in need with those who felt a deep desire to give back to the place they called home. Even after a half-century of serving this community, the goals of this organization remain firmly engrained in that simple principle. It’s the core of our mission: to improve lives by mobilizing the caring power of our community.

Today, as in years past, we are diligently working with community leaders, business partners, government, nonprofits, faith-based organizations and our community and funded partners to impact as many lives in St. Lucie County as possible. Over the next year, United Way of St. Lucie County plans to continue to draw from the caring power of this county as never before. To do so, we’re working on innovative ways for you to give back to our community by investing in United Way. One way is to be a part of a unique group of compassionate individuals that recognizes the importance of leaving a lasting legacy. By including United Way of St. Lucie County in your will and estate plan, you will join other exceptional individuals providing gifts that will keep on giving beyond your lifetime.

2014-2015 United Way Staff

Pictured (left to right): Joan Colburn, Finance Assistant; Deborah Boyd, Campaign Support Associate;

Karen Knapp, CEO/President; Monte Kosoff, Vice President of Development & Marketing; Roxanne

Wells, Director of Communications & Work Place Giving; Esperanza Morales, Director of Finance;

Cris Adams, Vice President of Community Impact

Serving St. Lucie County

2014-2015 Board of Directors Stacey Brailsford

Walmart Distribution Center # 7038

Amy Brunjes Florida Power & Light

Bob Bysshe Harbour Ridge Yacht & Country Club

Jan Chase Martin Health Systems

Thom Epsky Florida Reemployment Appeals

Commissioner, United Way of Florida Board of Governors

Vanessa Farnes Seacoast Bank

Jay Finnegan St. Lucie Medical Center

Jill Hackett, Board Chair Vaccine Gene Therapy Institute

Jason Hoffman Fort Pierce Utilities Authority

John Jaques QVC St. Lucie, Inc.

Danielle Kabdebo Wells Fargo Bank

Sharon Kelly-Brown Sharon Kelly Realty, Inc.

Staci Ludwig Proctor, Crook, Crowder & Fogal

John Morris Harbour Ridge Yacht & Country Club

Alan Roberts, EdD Indian River State College

Mellissa Sulem Publix Supermarkets

Marsha Thompson Retired, Indian River State College

Andrew Treadwell Indian River State College

Traer Van Allen St. Lucie/New York Mets

Travis Walker, Esq. Travis Walker Law

Horace Webb Retired, Business Executive

Rhonda Wilburn Lawnwood Regional Medical Center

& Heart Institute

Genelle Yost St. Lucie County School District

2014-2015 Trustees

Julie Bland; Linda Cox;

Linnes Finney, Esq.;

Hal Fenner; Richard Gaffney; Brad Guffin;

George Johnson; Hon. Larry Lee, Jr.;

Hon. Diamond Litty; Mary Locke, Ph.D;

Cara Perry; Jane Rowley

Terri Sloan-Bartz

To recognize exemplary service and partnership with businesses within

St. Lucie County who are committed to strengthening St. Lucie County

through community involvement…

That statement is the purpose of the event and awards.

2014-2015 Spirit Winners

2014-2015 Stuff the Bus

Over 5,000

children

started

school with

tools to

succeed!

2015 Orange Blossom Ball

First Annual Dickerson “Ultimate Drive” Golf Tournament & Ball Drop

Presented by the St. Lucie County Board of County Commissioners

Tocqueville Society

The prestigious Alexis de Tocqueville Society is a philanthropic society honoring individuals who give $10,000 or more to United Way. Society members are individuals who go above and beyond the call of duty and community service. They are compassionate community leaders who recognize the importance of investing today for a better tomorrow. Their commitment to the common good has been uncommon in generosity.

On behalf of the thousands of lives who are touched each year, United Way of St. Lucie County thanks these visionary leaders

for their outstanding support to the 2014-2015 Campaign.

Tocqueville Society $10,000 or more Anonymous

Alto Adams, Jr.

Michael & Penny Carr

Mr. & Mrs. H. William Crandall

Mr. & Mrs. John D. Loewenberg

Mr. & Mrs. J. Douglas Perry

Ken & Aileen Pruitt

Mr. & Mrs. Douglass Stewart

Horace & Bunny Webb

Mr. & Mrs. Robert Weissman

Wynne Charitable Foundation

Other United Way Tocqueville Harold & Melanie Fenner

Mr. & Mrs. Richard Young

Diamond $5,000-$9,999 Jack & Char Meyering

Mr. & Mrs. Timothy Powers

Roy A Hunt Foundation

Howard Tipton

Emerald $2,500-$4,999 Judge & Mrs. Ben Bryan, Jr

Scott Hanawalt

Mrs. Wendy Randall

Narome Valcin

Michael Sancho

Mr. & Mrs. Robert Wade

Harry Wells

Jim & Pat Wiencke

Ruby $1,000-$2,499 Anonymous

Christina Adams

Robert Adolphe

Mr. & Mrs. William B. Anderson

David Ashley, Jr.

Michael & Lety Atieh

Donald Atieh

Donald Attridge

Lydia Barnes

Mary Barnes

Alan Beaudoin

Mr. & Mrs. Bruce Bedford

Philip Beekman

Peter Behr

Robert Bentkofsky

Mr. & Mrs. James Bernd

Michelle Boulineau

Mr. & Mrs. Richard Boyle

Mr. & Mrs. Robert Brace

Patrick Braham

Nancy Brana

Dr. & Mrs. Richard Brenner

Reverend Sharon Britcher

Allen Brown

Cedric Brown

Mr. & Mrs. Ralph Brown

Mr. & Mrs. Mike Brown, Sr.

Sharon Kelly-Brown

Amy Brunjes

Mr. & Mrs. Richard Burke

Jacqueline Butle

Mr. & Mrs. Robert Bysshe

Mr. & Mrs. Daniel Chabot

Valbrun Chevalier

Mr. & Mrs. Leo Clancy

Darius Colon

Mr. & Mrs. Ray Compton

Robert Conkle

Mr. & Mrs. Delbert Conner

Mr. & Mrs. James Coogan

Tammy Cooper

Jerry Corvasce

Adelaide Coy

Bryce Crosby

Nancy Cunningham

Richard Curtis

Tandra Davison

Riyad Deeb

Jean Dely

Erik Donatelli

Mr. & Mrs. Robert Drisner

Daniel Duane

Christopher Ellis

Mr. & Mrs. Charles Eppinger

Mr. Brad Guffin & Mr. Thom Epsky

Jean Estarellas

David Faunce

Todd Finlayson

Attorney & Mrs. Linnes Finney,Esq.

Thomas Flaherty

Howard Foley

Lester Frankenthal, III

Mr. & Mrs. Edwin Fry, Jr

Mark Gnieski

Gregory Green

Eric Griemsmann

Mr. & Mrs. John Grimmer

Marcia Haines

Jill Hacket

Brent Hallee

Dr. & Mrs. Roger Harding

Dawn Hawkins

Steven Hornbecker

Elva James

Isabel Jaramillo

Mr. & Mrs. Steven Johnson

Patricia Johnson

Jay Kaup

Bryan Keller

Marsha Keller

Mr. & Mrs. Theodore Ketter

Michael Kendall

James Key

Karen Knapp

Mr. & Mrs. Charles LaForge

Nicholas & Diane Lahowchic

Michael Lamiase

Phillip Latreille

Lynn Maddaloni

George Madden

Susan Manfredi

Laura Manners

Juan Marquez

Brian McGahee

George McIlrath

Daniel McIntyre

Riphete Mehu

Bryan Merryman

Norman Meyer

Angelic Moge

Daniel Montero

Susan Montgomery

Mr. & Mrs. H. Todd Morris

John & Laurie Morris

James Morrissey

Mariah Mowitt

Miriam Munoz

Michael Nattis

Greg & Angela Nelson

Melissa Newman

Terrance O’Donnell

In-Suk Oh

Mr. & Mrs. John Olson

James Overstreet

Jonathan Page

Wendy Panczak

Mr. & Mrs. Freeman Patten

Kimberly Pennington

Donna Perez

Paul Perryman

Mr. & Mrs. Niles Peterson

Mr. & Mrs. James Pierson

Richard Porth

Mr. & Mrs. Alan Potter

Heather Presnell

Mr. & Mrs. George Prince, Jr.

Vincent & Kathi Rahal

Mr. & Mrs. Eugene Ranis

Nichelle Ramos

Jo A. Riley

Robert Saitta

Mr. & Mrs. Thomas Sall

Ryan Salt

Margaret Sanborn

Janeen Scarpa

Jordan & Ava Sihombing

Terri Sloan-Bartz

Joshua Smith

Julie Summers

Ima Stewart

Mark Stockhammer

Melissa Sulem

Anthony Tamagnini

Rosario Temperino

Daryl Thomas

Patricia Tobin

Mr. & Mrs. William Vallett

Thomas Van Duyne

Desiree Van Patten

Jane Vanderburg

James Vickers

Mark Waldbauer

Mr. & Mrs. James Wier

Susan Welch

Barbara Willard

Edna Williams

Andrea Wisdom

Robert Wright

Phillip Yates

Christopher Young

Benoual Zetrenne

Sapphire $500-$999 Nicholas Addeerly

Victoria Alessandrini

Kristina Alexander

Amy Alexander

Tina Anguish

Mr. & Mrs. Richard Appleby

George Arata, Jr.

Nicholas Bach

Kayla Balsama Katherine Barbieri

Francis Baxter

Melanie Beeten

John Bolduc

Paul Bousquet

Mr. & Mrs. Philip Brett

Peter Broms

Larry Brunson

Mr. & Mrs. John Bull

Amelia Busbin

Andrew Byrd

Andrew Byrd

Phillip Callea

Gregory Capar

Robert Carnevale

Karen Cartwright

Jacklyn Casey

Jonathan Cassidy

Roberty Cassidy

Janice Chase

Daniel Chico

Chelsie Clapp

Charles & Patricia Clement, III

Mr. & Mrs. John Clough

Mr. & Mrs. Betram Conn

Dorothy Conrad

Lisa Conroy

John Corrado

Zeth Corron

Sam Cosma

Paul Cotugno

Valerie Crane

Gerald Crowther

Hainsley Cuddon, Jr.

Mary Cullins

Lashonda Culver

Martin Curran

Latsha Damon

Richard & Nancy Davis

Dean Deena

Richard Deltoro

Christopher & Theresa DeNisco

Florence Dolan

Pierre Edmonds

Cindy Ezell

Vanessa Farnes

Jay Finnegan

Mr. & Mrs. Robert Fish

John Fitzgerald

Ryan Fleet

Christopher Fleming

Frank Flores

Orvide Florvilus

Martine Fonrose

Brent & Lois Fraser Tamra Frawley

Briana Fuqua

J.W. & Marcie Gaines

Patricia Garcia

Stephanie Garrido

Charles Gates

Mr. & Mrs. Jay Gress, II

Peter Grimm

Greg Hallam

James Harris

Christina Hart

Linda Hart

Mr. & Mrs. George Hartnett

Jeffrey Haughie

Andre Hawkins

Randolph & Betty Hayes

Sheryl Hays

Mr. & Mrs. John Hazelton

Barbara Hearons

Charlie Henderson

Glenn Henderson

Frederick Hersey

Kevin Higgins

Ashley Honeycutt

Asheley Hopburna

David & Linda Horan

Jaunita Jackson

James Jacobs

Darlene Johns

Deloris Johnson

Ryan Johnson

Mr. & Mrs. George Johnson

Xavier Jones

Susan Kaplan

Lael Kellett

Keri Kinder

Michelle Kinnaman

Michael Kinnaman

Fern Kiorpes

Jeremy Kologe

Lynn Korpar

Monte Kosoff

Mr. & Mrs. Philip Kron

Tystal Lamkin

Darlene Larsen

Paula Lewis

Beeyen Li

Rose Linares

Donna Lizza

Dr. Mary Locke, Ph.D

Mr. & Mrs. Edward Losch

David Lounds

Harold Lounsberry

Daniel Lucey

Staci Ludwig

Richard Lynch

James Macdonald

Michelle Marcantonio

Mary Markham

John Marshall

Mr. & Mrs. F. William Marshall

Stephen Martin, Jr.

Dr. Edwin R. Massey, Ph.D

Edward Matthews

Peggy McDaniels Payne

Phyllis McEnry

Connie McIver

Tulio Mencias

Judi Miller, EdD

James Miller

Edgardo & Esperanza Morales

Thomas Moran

Tod B. Mowery

Rod Nance

Daniel Navarro

Auriel Newkirk

Mark Newnham

Brian Nichols

Joseph Norkus

Samantha O’Bannon

Sandra ODonnell

Paul Onufryk (Estate of)

Jeniffer Ortega

Charles Owens

Luis Padilla

David Palmer

Mr. & Mrs. John Palmer

Christopher Parmelee

Mary Parrish

Richard Pastor, Jr.

Eva (Kathy) Pate

Tara Pavlyshin

Richard Pellegrino

Jaclyn Pereda-Rubio

Timothy Perkins

Cheryl Platt

Bonnie Pollard

David Pollard

Robert Potts

Michael Powley

Morgan Proctor

Lori Quintavalle

Sara Recalde

John Reed

Julio Reyes, Jr.

Deshounte Rhynes

Mario Rincon

Donna Rivett

Ron Roberts

J. H. Roberts

Mr. & Mrs. Richard Ross

William Rucker

Beth Ryder

Deepa Sabu

Julio Saenz

William Salamy

Jonathan Santiago

Mr. & Mrs. Michael Schachter

Mr. & Mrs. Carl Schlanger

Patty & Bob Schmidt

Valerie Schulte

Mr. & Mrs. Joseph Shambo, Jr

Evett L. Simmons, Esq.

Robert Simpson

Robert Sinnot

Fred Smith

Hesketh Smith

Christina Sutton-Hardie

John Teeple

Jennifer Testa

Morton Thalhimer, Jr.

William Thiess

Debra Theriault

Clark & Marsha Thompson

Andrew Treadwell

Scott Trudeau

David Trudell

Lauretta Waldie

Diane Walker

Stephen Watters

William Watts

Brooke Weisman

Roxanne M. Wells

James Wethington, Jr.

Eric Williams, Jr.

Mr. & Mrs. Charles Wolff

Robert Yakinchuk

Heather Young

Debra Zampetti

Anne Zehner

Harbour Ridge Yacht & Country Club United Way of St. Lucie County owes a large amount of gratitude to the residents at Harbour

Ridge Yacht and Country Club. Since their first community-wide fundraising campaign, the

residents of Harbour Ridge have contributed over 2.8 million dollars to the United Ways of

St. Lucie and Martin counties. The community’s first United Way charitable giving drive raised

$59,670. This past year, the community garnered $243,391.65 to further the mission of United

Way. With 55% of the residents giving donations, Harbour Ridge residents have demonstrated

leadership in charitable giving.

We thank those individuals who, over the years, took time to lead the community campaigns.

Those community leaders, along with each and every one of the village volunteers, demonstrate

what it means to LIVE UNITED.

The residents of Harbour Ridge truly mobilize the caring power of their community by sharing

with their neighbors how investing in United Way makes a positive impact on the community

for now and in years to come. Many residents give of their personal time to help their

community, as well as supporting the United Way School Supplies for Students drive.

United Way and the residents of St. Lucie and Martin Counties are grateful to all of those who

have participated and given throughout the years; thank you for your gracious generosity.

Thank you, Mike and Penny

Carr, for your dedication and

leadership over the past 2 years.

Agency Amount

Hibiscus Children’s Center $10,000.00

Families in Crisis Prevention Program

Homeless Family Center $20,340.00

Homeless Family Shelter Program

Learn to Read $5,000.00

Adult Literacy Program

Life Builders $10,000.00

Financial Assistance for low-income individuals in court and diversionary programs

Mustard Seed Ministries $100,000.00

Emergency Social Services for individuals in crisis

PACE Center for Girls $7,500.00

Alternative Education for Adolescent Girls

Parent Academy $15,000.00

Parenting Learning Services

Project Rock South $7,500.00

Alternative School Suspension Program

Roundtable of St. Lucie County $25,000.00

Kids at Hope Initiative

Roundtable of St. Lucie County $75,000.00

Bridges to Prosperity Program

SafeSpace $25,000.00

Domestic Violence Shelter

Save Our Children $26,300.00

Alternative After School Education Program

Treasure Coast Food Bank $29,300.00

Surplus Food Distribution Services

2013-14 UNITED WAY VALUE TO OUR COMMUNITY

Agency Amount

2-1-1 $45,000.00

Information/Referral Community Resources

Alzheimer’s Community Care $25,000.00

Family Nurse-counseling/Adult Day Care Programs

American Red Cross $25,000.00

Emergency/First response Services

ARC $10,000.00

After School and Summer programs for mentally and developmentally disabled children.

ARC $15,000.00

Vocational Training for Individuals with mentally and developmentally disabled adults.

Big Brothers Big Sisters $ 20,000.00

1 to 1 mentoring for children

Boys & Girls Club $30,000.00

Alternative After School Program

Castle $12,000.00

High Hopes / Child Abuse Prevention

Children’s Home Society $12,000.00

Wavecrest Residential Shelter for teens

Children’s Home Society $11,270.00

Teen Life Choice Counseling Program

D.A.T.A $23,330.00

Residential Recovery Center for Substance Abuse/Out Patient Treatment for Adolescents

Deaf & Hard of Hearing Services $12,000.00

Services for Deaf & Hard of Hearing

Early Learning Coalition $12,500.00

Quality Early Learning (Pre-K) Program

Early Learning Coalition $12,000.00

Pediatric Oral Health Program

Frontline for Kids $5,000.00

Alternative After School Program

Grace Way Village $35,160.00

Family Feeding / Children’s Clothing Program

HANDS Clinic $25,000.00

Medical Clinic Services for Uninsured Adults

HANDS Clinic $51,500.00

Pediatric Dental & Sealant Program

Healthy Start Coalition $15,000.00

New-Born baby Visitation Program

Additional dollars were donated to agencies and

organizations through donor designations. $190,907.00

For school supplies serving over 5,000 children,

Volunteer and Community Services. $364, 954.00

From FEMA to programs focusing on emergency

food and utility assistance. $136,903.00

The amount of savings for St. Lucie County

residents on prescription discounts through

FamilyWize. $706,858.00

TOTAL COMMUNITY IMPACT

$2,152,322

UNITED WAY OF ST. LUCIE COUNTY

Most Recent Audited Financial Position

ASSETS 2013-2014

Cash and Cash Equivalents $ 579,625

Investments $ 2,090,286

Promises to give Receivable $ 365,547

Property and Equipment 10,254

Split interest agreements, current & receivable $ 84,517

Prepaid Expenses $ 1,821

Total Assets $ 3,132,050

LIABILITIES

Accrued Expenses $ 10,156

Due to Others $ 14,613

Promises to give to member agencies $ 777,674

Total Liabilities $ 802,443

NET ASSETS

Temporarily restricted $ 449,821

Unrestricted-board designated Endowment $ 1,644,637

Unrestricted $ 235,149

Total Net Assets $ 2,329,607

Total Liabilities and Net Assets $ 3,132,050

Additional support and revenue generated from FEMA (Federal Emergency Food & Shelter Program), FamilyWize Prescription Discount card program, Volunteer Time total: $

4% of Endowment Funds is reinvested in community programs.

Based upon United Way's Audit for the fiscal year ending June 30, 2014.

FINANCIAL STEWARDSHIP REVENUES 2013-2014

Annual Campaign (net) $ 1,267,389

Special Events (net) $ 9,265

Contributions $ 30,570

Investment Income $ 47,662

Miscellaneous income $ 8,517

Net unrealized and realized gains on investments $ 384,729

Total Revenues $ 1,748,132

EXPENDITURES 2013-2014

Funding to Community and Community Services $ 1,169,694

Administration $ 53,976

Membership Development $ 14,134

Fundraising $ 191,150

Total Expenditures $ 1,428,954

Change in Net Assets $ 319,178

Thank You to Our Generous Corporate Partners 2014-2015 Campaign Sponsorship