School Readiness

Youth Success

FinancialStability and

Independence

United Way ofYellowstone County

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TABLE OF CONTENTS

Welcome Letter 3 from the President/CEO of United Way of Yellowstone County and the Chair of the Board

Board of Directors 4

Our Mission, Vision, and Impact 5–15

GIVE 6–7

ADVOCATE 16

VOLUNTEER 17–19

CORPORATE AWARDS2011 Campaign Honor Roll 20Circle of Honor 21Outstanding Leadership Giving Campaign Award 21Circle of Distinction 21Spirit of Yellowstone County 21Live United Spirit Award 21

OUR DONORSTocqueville Society 22Big Sky Club Leadership Members 22–23

UNITED WAY OF YELLOWSTONE COUNTYStaff 24Financials 25

Steve Restad, volunteer extraordinaire

LIVEUNITED

www.unitedwayyellowstone.org

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GIVE. ADVOCATE. VOLUNTEER.

DEAR FRIENDS, A Community United To Create Better Opportunities For All.

During the past year, United Way of Yellowstone County brought a record number of people, ideas and resources together in order to advance the common good within our community. With your support and thousands of community, corporate and philanthropic supporters like you, United Way of Yellowstone County was able to create a lasting impact in the lives of those in need .

Thank you.

Thanks to your ability to Give, Advocate and Volunteer, our staff and board were able to focus on our community and improve conditions for children and youth, individuals, families and senior citizens in Yellowstone County. By helping children and youth achieve their potential and promoting financial stability and independence for families and seniors, we are creating a lasting impact. Fifty years ago, twenty business leaders came together to discuss the goals and challenges facing our community and to look for meaningful solutions. From their original intent, United Way of Yellowstone County was born and continues today as a model of community-based programs looking to create solutions that create lasting change.

Every day our work is driven by unmet needs in this community. Whether it is for emergency basic needs for food and shelter or finding long-term solutions that may help ensure children graduate from high school, United Way of Yellowstone County is constantly evolving to meet the challenges of this community

We are proud to support more than twenty nonprofit partners who are working every day to bridge that gap between our hopes and aspirations and the realities for too many of our neighbors. We deeply hold on to the belief that every child has the right to learn, every student deserves support to succeed in the classroom, and every individual and family deserves the opportunity to gain the skills necessary to build a brighter future.

Our commitment to work that transcends borders and cultures in order to elevate the quality of life for all will continue into 2012 and beyond. With your continued caring power for this community, we are looking forward to another 50 years empowering people to reach out to others and make a difference.

Thank you for showing us all how to LIVE UNITED.

Carol BurtonPresident/CEO

Wanda AndersonBoard Chair

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GIVE. ADVOCATE. VOLUNTEER. GIVE. ADVOCATE. VOLUNTEER. GIVE. ADVOCATE. VOLUNTEER. ADVOCATE. VOLUNTEER. GIVE. ADVOCATE. VOLUNTEER. GIVE. ADVOCATE. VOLUNTEER. GIVE. ADVOCATE. VOLUNTEER. GIVE. ADVOCATE. VOLUNTEER. GIVE. ADVOCATE. VOLUNTEER. GIVE. ADVOCATE. VOLUNTEER. GIVE. ADVOCATE. VOLUNTEER. GIVE. ADVOCATE. VOLUNTEER. GIVE. ADVOCATE. VOLUNTEER. GIVE. ADVOCATE. VOLUNTEER. GIVE. ADVOCATE. VOLUNTEER. ADVOCATE. VOLUNTEER. GIVE. ADVOCATE. VOLUNTEER. GIVE. ADVOCATE. VOLUNTEER. GIVE. ADVOCATE. VOLUNTEER. GIVE. ADVOCATE. VOLUNTEER. GIVE. ADVOCATE. VOLUNTEER. GIVE. ADVOCATE. VOLUNTEER. GIVE. ADVOCATE. VOLUNTEER. GIVE. ADVOCATE. VOLUNTEER. GIVE. ADVOCATE. VOLUNTEER. GIVE. ADVOCATE. VOLUNTEER. GIVE. ADVOCATE. VOLUNTEER. ADVOCATE. VOLUNTEER. GIVE. ADVOCATE. VOLUNTEER. GIVE. ADVOCATE. VOLUNTEER. GIVE. ADVOCATE.

Give. AdvocAte. volunteer. Give. AdvocAte. volunteer. Give. AdvocAte. volunteer. AdvocAte. volunteer. Give. AdvocAte. volunteer. Give. AdvocAte. volunteer. Give. AdvocAte. volunteer. Give. AdvocAte. volunteer. Give. AdvocAte. volunteer. Give. AdvocAte. volunteer. Give. AdvocAte. volunteer. Give. AdvocAte. volunteer. Give. AdvocAte. volunteer. Give. AdvocAte. volunteer. Give. AdvocAte. volunteer. AdvocAte. volunteer. Give. AdvocAte. volunteer. Give. AdvocAte. volunteer. Give. AdvocAte. volunteer. AdvAnce the common Good.. Give. AdvocAte. volunteer. Give. AdvocAte. volunteer. Give. AdvocAte. live united. volunteer. AdvAnce the common Good. Give. AdvocAte. volunteer. one person cAn mAke A difference And every person should try. — Jfk Give. AdvocAte. volunteer. AdvocAte. volunteer. Give. AdvocAte. volunteer. Give. AdvocAte. volunteer. Give. AdvocAtevolunteer. Give. AdvocAte. volunteer. Give. AdvocAte. volunteer. AdvocAte. volunteer. Give. AdvocAte. volunteer. Give. AdvocAte. volunteer. Give. AdvocAte. volunteer. AdvAnce the common Good.. Give. AdvocAte. volunteer. Give. AdvocAte. volunteer. Give. AdvocAte. volunteer. AdvAnce the common Good. live united. AdvAnce the common Good. volunteer. AdvocAte. volunteer. Give. volunteer. Give. AdvocAte. volunteer. Give. AdvocAte. live united. Give. AdvocAte. volunteer. Give. AdvocAte. volunteer. Give. AdvocAte.

A COmmUNITY ThAT CAREsfor one another

can create solutions that

ENRICh LIVEs.

UNITED WAY OF YELLOWSTONE COUNTYA Community Impact United Way

s OUR MISSIONTo improve lives by mobilizing the caring power of the community.

s OUR VISIONThe United Way of Yellowstone County is the primary community-building organization. We provide leadership to effectively mobilize people, financial and strategic resources to improve people’s lives. We identify and address priority needs and provide solutions that achieve measureable results and sustained community change.

s OUR IMPACTUnited Way of Yellowstone County will engage and inspire communities to create a shared vision for the future and set goals for collective action that produce positive results and improve lives.

WANDA ANDERsON, ChairFirst Interstate Bank

RONI BAkERYouth Extension AgentYellowstone County 4-H

mIkE DEVOUs, CPA, TreasurerAnderson ZurMuehlen & Co., PC

PATRICE ELLIOTTWells Fargo

kELLEE FIsk, Past ChairBillings Clinic

ELLEN FULTONConocoPhillips

ROgER k. hUEBNER, CPAEide Bailly LLP

sAm hUghEsSt. Vincent Healthcare

2011 – 2012 BOARD OF DIRECTORS

CURT kOChNERRetired MSU-Billings

ELIzABETh COLLINsMSU-Billings Student United Way

JANICE mUNsELLTrainer

mIkE PALmER, Campaign ChairFirst Interstate Bank

WILL RALPhSanderson Stewart

mARk RUmANs, mDBillings Clinic

JERRY sImONsONWestern Security Bank

BARBARA sChNEEmANRiverstone Health

GIVE. ADVOCATE. VOLUNTEER.

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STANDARDS OF EXCELLENCE AND ACCOUNTABILITYIn this day of increased competition for charitable gifts, donors’ standards and expectations have never been higher. United Way of Yellowstone County understands the importance of ongoing organizational excellence and accountability. Our local United Way has been proactive to make certain that our donors’ contributions are well managed and properly reported. To ensure efficient, effective fiscal management, United Way of Yellowstone County’s Finance Committee and Board of Directors regularly review, develop and modify financial policies and procedures.

In 2002, United Way of America (UWA) began extensive work to strengthen United Way’s system of accountability nationwide. Standards were developed in conjunction with national and local volunteers, United Way staff and financial professionals. Ultimately, an annual

membership certification process was instituted. The membership certification standards focused on fiscal responsibility, board governance, ethics, transparency in financial reporting, organizational diversity, brand management, and timely, accurate compliance with all legal, local, state and federal operating and reporting requirements. Since implementation of the certification process, United Way of Yellowstone County has reviewed its policies and procedures with its volunteer board and met the considerable requirements outlined in UWA’s Platform of Excellence Membership Certification.

We inspire others to give, advocate and volunteer — to LIVE UNITED.

We encourage volunteer and community involvement on priority issues.

We actively involve diverse groups who represent the community.

We utilize many community resources to implement strategies and achieve meaningful results.

We encourage philanthropic investments to achieve our goals and vision.

2011 6,500 individuals

320 corporations

and organizations

65 corporate gifts

7 grants and 4 foundations

$2,300,000

Invested annually in the community

13,000 children and youth were helped In order to reach their potential

6,000 families and seniors were helped in the area of financial independence

When you donate, you do more than improve the lives of others, YOU INSPIRE HOPEGIVE

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Newman Elementary first graders read with Wanda Anderson and Michelle Boucher from First Interstate Bank.

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ADVANCING THE COMMON GOOD

Identify Priority NeedsIn two Impact areas:

1. Financial Stability and Independence for families and seniors

2. Children and Youth achieve their potential

n n tsecure ResourcesUnited Way of Yellowstone County Campaign, grants, contracts, Federal Emergency Food and Shelter, volunteers

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Implement solutionsCommunity grants, United Way led programs, coalitions/workgroups, and advocacy

Financial Stability and Independence gOALsIndividuals and families, including the aging, disabled and other vulnerable populations, are able to maintain their physical, emotional, economic, and social well-being through strategies focused on:

1. Providing emergency access to basic needs2. Connecting people to resources for longer term solutions3. Eliminating barriers to achieving and sustaining economic

self-sufficiency and independence4. Providing access to care and support to promote and

maintain physical and mental well-being.5. Opportunities for involvement and social integration

to help reduce social isolation, maintain maximum functioning and community integration

Children and Youth gOALsChildren are able to grow physically, emotionally, socially, intellectually, to their potential by having:

1. On-going relationships with caring adults2. Safe places and activities, especially

during non-school hours, where young people can learn and grow

3. Effective Education4. Opportunities to give back to the

community through service5. Healthy behaviors and avoiding risky

behaviors

Issue Priority: School Readiness The link between education and economic success is well documented. If children are successful in school they will earn more income and be less likely to need social services. The United Way of Yellowstone County board has prioritized the issue of school readiness because it is a “tipping point” issue with the ability to impact all our goals.

United Way of Yellowstone County mOBILIzEs PEOPLE TO

Coalitions, Work Groups, Volunteers, Board, Donors, Agency Directors, Businesses . . .

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Result improved lives in Yellowstone County

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When not working at Schutz Foss Architects, Sheila is one of 72 VITA volunteers.

NEEDsWhat is poverty in Yellowstone County?

• In 2010, 16% of individuals in Yellowstone County (n= 23,031) were below poverty

Source: U.S. Census Bureau, American Community Survey 2010.

• In 2010, to qualify as below poverty, an individual had to make $10,830 or less (Federal Poverty Guidelines)

• 100% Poverty = $10,830

• 150% of Poverty = $16,245 • 200% of Poverty = $21,660

sOLUTIONs• 58% of the clients served by UWYC partners in this

area were below poverty.• 23% were under 150% of poverty,

Thank you to all our community partners, individual donors, and grantors for making this work possible.

Volunteers help Big Sky Senior Services call elderly people under the Friends program

• 18% were under 200% of poverty• 1% were above 200% poverty

Source: UWYC Program Service Summaries

WHAT WAS DONE?10 Community grants to 8 Agencies• Big Sky Senior Services (Prevention of Elder Abuse,

Senior Helping Hands, Volunteer Friends Program)• HRDC Community Action Agency (Growth Thru Art)• Family Service, Inc. (rent assistance)• RiverStone Health (Medication Assistance Program)• Tumbleweed Runaway and Homeless Youth Program

(crisis counseling)• Yellowstone AIDS (basic needs for AIDS patients)• Adult Resource Alliance of Yellowstone County (Meals On Wheels)• YWCA Billings (Domestic Violence Victim Services)

1 CoalitionFinancial Stability Partnership

1 United Way Led ProgramVolunteer Income Tax Assistance (VITA)

• Partners: HRDC Community Action, MSU Billings, Parmly Billings Library,

Montana Credit Unions For Community Development, 72 Volunteer

Tax Preparers

• Grants From: Wal-Mart and the IRS

REsULTs

1,050 families/individuals receive shelter assistance, including battered women and families on the verge

of homelessness 599 people receive thousands of meals, including senior citizens who can now stay in

their homes because of this service 1,289 people receive medication assistance or other basic healthcare

to stay in their homes 823 crisis situations addressed for runway and homeless youth 1,921 tax returns

prepared at Billings VITA sites for families or individuals making less than $50,000 a yearCARE Academy parent Cara and five-year old daughter Evelynne

“ Thank goodness for CARE Academy,” said Cara, a single mom who works at GE Capital, Americas. Her daughter, Evelynne, participates in after-school activities at CARE Academy until Cara is through with work. Before she was employed full time, Cara was a student at MSU Billings with a part-time job. With a

limited income while obtaining her degree, she received tuition assistance for United Way’s CARE Academy.

“ With the tuition assistance, I could concentrate on obtaining one full-time job instead of two,” she said. Now that Cara is employed full time with benefits, she no longer needs the tuition assistance and instead is saving for a down payment for her first home.

LIVE UNITED

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IMPACTFINANCIAL sTABILITY AND INDEPENDENCE

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6.000 Served

NEEDs• According to the U.S. Census Bureau,

American Community Survey Estimates for 2010, Yellowstone County had:

• 10,321 children age 0–4• 12,995 children age 5–11• 5,221 children ages 12–14• 5,717 children ages 15–17

• The hours between 3 pm and 6 pm are the peak hours for juvenile crime and experiment-

ation with drugs, alcohol, cigarettes and sex.1

1 America’s After-School Choice: The Prime Time for Juvenile Crime, or Youth Enrichment and Achievement,” Fight Crime: Invest in Kids, 2002

ChILDREN AND YOUTh AChIEVE ThEIR POTENTIAL

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IMPACT 13,000 Served

sOLUTIONs WHAT WAS DONE?10 Community grants to 10 Agencies• Big Brothers Big Sisters (mentoring in the

community, all Title I Schools, and Laurel)

• Boys and Girls Clubs of Yellowstone County (out-of-school time program at Castle Rock, Bench Elementary, Bair Family Club, and Lockwood Schools)

• CASA (child abuse prevention for children in abuse and neglect cases)

• Eagle Mount (summer camp for children with disabilities)

• Family Support Network (child abuse prevention—parenting help for all parents)

• Friendship House (out-of-school time at Orchard Elementary and Friendship House)

• Headstart (mental health screening and treatment for children and parents)

• Yellowstone AIDS (youth prevention)

• Young Families Early Headstart (programs for teen parents and their children)

• YWCA (childcare program)

3 CoalitionsRoots of Promise (drug free community): UWYC leads this coalition focused on youth substance abuse prevention.

PARTNERS: Billings Police Department, Billings Public Schools, The Mental Health Center, Montana Crime Prevention Assoc., MSU Billings, Laurel Police Dept., Lockwood Schools, Yellowstone County Sheriff, Montana National Guard, RiverStone Health, Billings Jaycees, Billings Elks Lodge, Midland Round TableFUNDING: Grants from the Center for Substance Abuse Prevention and the Montana Board of Crime Control.

BOOST (Billings Out of School Time): UWYC leads this coalition focused on seeing that all children who need them have access to quality out-of-school-time programs. The focus is on program quality, access, staff training, and sustainability.

PARTNERS: Big Brothers Big Sisters, Boys and Girls Clubs of Yellowstone County, Friendship House, Upward Bound and Talent Search, Discover Zone and CARE Academy, Girl Scouts of Montana and Wyoming, Montana Audubon Conservation Education Center, Upward Bound and Talent Search, Yellowstone County 4-H, YMCA

Graduation Matters: United Way participates in this coalition as a founding partner, along with Billings Public Schools, MSU Billings, The Education Foundation, Rocky Mountain College, and the Billings Chamber of Commerce. The goal of this group is to cut the dropout rate in Billings in half by 2014.

2 Burr, Jean & Grunewald, Rob. (2006). Lessons Learned: A Review of Early Childhood Development Studies. http://www.minneapolisfed.org/publications_papers/studies/earlychild/

3 CASA Program Proposal

• “ From birth to age five, if a child receives support for development in cognition, language, motor skills, adaptive skills, and social emotional functioning, he or she is more likely to succeed in school and in the workplace. However, if a child doesn’t have support for healthy development at an early age, the child is more at risk for dropping out of school, committing crime, and receiving welfare payments as an adult.”2

• In 2010 there were 340 open cases of abuse and neglect in Yellowstone County3

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5 United Way Led Programs

Reading MattersThe purpose of the Reading Matters program is to improve the literacy skills of the children in Yellowstone County and provide better access to quality reading material so children from birth to age six are better prepared for school and life. We have chosen to partner with existing programs that help families to overcome barriers.

PARTNERS: Angela’s Piazza, Community Day Care, Yellowstone County Family Drug Treatment Court, Family Tree Center, Rimrock Foundation, Yellowstone CASA, Young Families Early Head Start, and YWCA Billings

Getting Ready for KindergartenCalendars and bags provide parents and caregivers with daily activity ideas and tools to use with preschool aged children to better prepare for the Kindergarten experience. Calendars are offered free of charge to all area households with 4 or 5-year-old, pre-kindergarten children.

Community PlaygroupPlay is an important need for young children. Community Playgroup offers a variety of age-appropriate activities which promote healthy development. The program is open to all children ages birth to 5 years in Yellowstone County. Facilities are provided by the City of Billings Parks and Recreation Department.

CARE AcademyChildren After-School Recreation and Education is a developmental program in a safe and nurturing environment. CARE Academy is a collaboration between Billings Public Schools and United Way of Yellowstone County that gives 255 families before and after-school care at five elementary schools throughout Billings. The program is tuition-based and offers assistance for families with limited income.

Discover Zone This year round school/community partnership delivers out-of-school time, skill-building activities to young people who attend Lewis and Clark Middle School and Will James Middle School. Activities are taught by community agencies and/or volunteers as part of the Discover Zone collaboration.

PARTNERS: Billings Public Schools, Girl Scouts, Yellowstone County 4-H , MSU Billings, Yellowstone Art Museum, NASA, Rocky Mountain College, Foster Grandparents, Friendship House and the First Tee.

GRANT FUNDING provided by: The Fortin Foundation of Florida, Inc. First Interstate Bank Centennial Youth Foundation

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UNITED WAY SCHOOL READINESS STAFF

Mark Lambott, Discover Zone and CARE Academy Director

Julie Morris, Early Childhood Coordinator

Heather Hitt, Playgroup Coordinator

CARE Academy: Candace Chavez-Perea, Beth Vogl, Kayla Kautz, Mary Ellen Thomson, LeeAnn Burley, Jennifer Bradish, Karlee Young, Lee Eide, Chelsy Donahoe, Kelly Reagan, Kim Liter, Rana Rasmussen, Liz White, Stacy Rieb, Eric Hartl, Jacob Taylor, Heather Hitt

DISCOVER ZONE: Rob Bryson, Narayan Diamond, Nate Petterson

Billings Mustang Mascot “Homer” encouraging kids at Newman School to read

REsULTs

2,357 school-age children in quality out of school

time programs 382 children mentored one-on-one

412 children age 0–6 received a book a month

through Reading Matters and its partners 390

preschool children screened for mental health

problems 160 teen parents and children served

through parenting classes, childcare, and home

visits 1,500 children received materials to help

them become ready for Kindergarten 200 children

engaged in programs to protect them from abuse and

neglect 5,800 individuals engaged in reducing

risky behaviors for youth.

Thank you to all our community partners, individual donors, and grantors for making this work possible.

United Way knows we all win when children succeed in school, when families are financially stable, and when people have good health..

When you raise your voice for honesty, truth and compassion, YOU CHANGE LIVES.

When you reach out a hand to one, YOU INFLUENCE THE CONDITION OF ALL.

ADVOCATE

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VOLUNTEER

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“ Unless someone like you cares a whole, awful lot. Things aren’t going to get better, they’re NOT!”

— Dr. seuss, The Lorax

Day of Caring 2011 was the largest Day of Caring event in the 50 year history of our organization with

more than 1,000 volunteers and 85 projects across Yellowstone County. In one day, more than 103 teams

fanned out across the county assisting over 37 nonprofits.

Join us for the 20th Annual Day of Caring September 13, 2012 at Rimrock Auto Arena

LIVEUNITED

www.unitedwayyellowstone.org

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United Way of Yellowstone County mobilizes thousands of volunteers who care for our community.

Kicking off the UPS Annual Campaign with from L to R: Sara Stout, Resource Development Associate; UPS Leader Jay Yeager, Jarrod Cruz-Nicklas, UPS Loaned Associate, UPS Leader Robert Thurman, and Mark Lambott, Discover Zone and CARE Academy Director

The Volunteer CenterSince its beginning, The Volunteer Center has mobilized volunteers to impact community issues. It encourages volunteering, connects individuals and groups to opportunities and provides training and support for effective volunteering. These efforts include:

YOUTH VOLUNTEER CORPS is a community-based service club for youth 11–18 years old. Activities are designed to enrich youth, address community needs and promote the spirit of volunteering at locations like Zoo Montana, Montana Rescue Mission, Habitat for Humanity, and more. School year and summer programs are offered.

STUDEnT UNITED WAY is a student-led club on the Montana State University Billings campus that is part of the United Way movement. Student United Ways are connected

with local United Ways and are part of a national network of similar organizations. Since forming two years ago, the MSUB Student United Way has already received recognition from United Way Worldwide by winning the following SUW awards: LIVE UNITED In Action Award in Education and the Campus Advisor of the Year.

DISASTER PREPAREDNESS AND RESPONSEAs part of Yellowstone County’s Emergency Operations Plan, The Volunteer Center is responsible for

coordinating spontaneous volunteers during disaster response. In addition, United Way is an active member of the Local Emergency Planning Committee and participates in monthly meetings, in

planning and helping to stage county disaster exercises and promoting citizen preparedness.

VOLUNTEER ADMINISTRATORS’ NETWORKThe Volunteer Center sponsors the NETWORK which provides opportunities for 40 plus members

to come together monthly to share training and network in order to build the capabilities of local organizations to engage volunteers in meaningful service to improve lives and the community.

®

Key VolunteersVolunteer Center Advisory Council membersRoni Baker, Chair Richard BrownElizabeth Collins Jennifer HaarrKathy Kotecki Pam MakaraAlicia Meyer Campbell Miller Greg Neill Jan SmithLinda Varela

Financial stability Partnership steering Co.Adela Awner Dr. Agnes Samples Denise Jordan Bob CarrBruce MacIntyre Carol BurtonDarrell LaMere Denise ArmstrongElizabeth Eberlin Hanna PancheauJanice Munsell John HarperKelly Bruggeman Maria ValandraMarjie Fosjord Mike HogganPaul Chinberg Richard BrownThor Kasenko Wendi Castle

Vision CouncilKristianne Wilson, ChairSusan Barrow Curt KochnerDeborah Peters Steve Restad

Finance Committee members

Barry Nolan Candace StaleyClayton Barnes Jerry SimonsonMark Vinger Matthew Scafer, CPASteve Restad Mike Devous, CPA Michelle Sullivan Roger Huebner, CPA

Emergency Food and shelter Program Local BoardD.P. Ewald Major Kevin Jackson Dr. Agnes Samples Carmen GonzalezStephanie Ironshooter Sam HughesDuane Winslow Carol Burton

Campaign TeamMike Palmer—Campaign ChairGeorge Haddenhorst & D’Neale Parker—Leadership ChairsLOANED ASSOCIATES:Laura Kraft McCrae-Waddell & ReedAmy Lethert-Sanderson StewartChristy Mammen-Wells FargoDarcy Siebenaller-Billings ClinicDarin Frank-St. Vincent HealthcareJay Scheiderer-ExxonMobilJarrod Cruz-NicklasKatie Edwards-First Interstate BankDena Johnson-US BankMonica Sloan-Sanderson Stewart

Roots of Promise Partners (Coalition members)AMP (Athletic Medicine & Performance)Army National Guard Counterdrug ProgramBillings ClinicBig Brothers Big Sisters of Yellowstone CountyBillings JayceesBillings Police DepartmentBillings School District 2Boys & Girls Club of Yellowstone CountyLaurel Police DepartmentLockwood Fire DepartmentLockwood School DistrictLockwood Steering CommitteeMidland RoundtableMSU Billings PoliceMSU Billings Montana Crime Prevention AssociationMontana State Elks Association, Inc.RiverStone HealthShepherd High SchoolSouth Central Regional Mental Health CenterYellowstone County 4-H Yellowstone County Sheriff

Emerging Leaders:Sam Schleicher, Digital Manager

TownSquare Media and Roxanne Sullivan, Lending Officer Stockman Bank Billings Heights

Last year approximately 2,000 volunteers were mobilized for United Way and the community. More than 75 organizations received services from The Volunteer Center.

MSU Billings Student United Way

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LIVEUNITED

www.unitedwayyellowstone.org

$150,000 +PPL Montana

$100,000 – $149,999ExxonMobilWells Fargo, N.A.

$99,999 – $50,000Billings ClinicCHS Inc.ConocoPhillipsFirst Interstate BankGE Capital, AmericasUPS Northwest District

$49,999 – $25,000Billings Public SchoolsCostco WholesaleSt. Vincent HealthcareScheels All Sports

$24,999 – $15,000NorthWestern EnergyUS Bank

$14,999 – $10,000DOWL HKMANVIL CorporationBurlington Northern Santa Fe Fndn.City of BillingsMontana-Dakota Utilities Co.Montana Rail LinkSUPERVALU Inc. Target StoresTrueNorth SteelUnderriner MotorsWal-Mart Stores

CAMPAIGN HONOR ROLLThe Campaign Honor Roll lists organizations that contributed $1,000 or more to the 2011 United Way of Yellowstone County Campaign. United Way of Yellowstone County has a history of working with corporations and organizations to improve the community in which we live and work each day. We recognize that a strong community is a direct result of dedicated corporate support.

$9,999 – $5,000Anderson ZurMuehlen & Co., P.C.Billings Federal Credit UnionBillings Gazette CommunicationsCrowley Fleck, PLLPEide Bailly LLPGainan’s Flower and Garden CenterGeo. R. Pierce, Inc.JCPenneyKampgrounds of America, Inc.NAPA Auto PartsPayne Financial Group, Inc.RiverStone HealthSanderson StewartUnited Way of Yellowstone CountyValley Federal Credit UnionWestern Security BankWyo-BenYellowstone County Employees

$4,999 – $2,500AT&TAutomatic Data Processing*Ballard Petroleum Holdings, LLCBorder States Electric SupplyDex Media*Dillard’sFedExGuthals, Hunnes, Reuss & Thompson P.C.IBM CorporationMerrill Lynch Wealth Management Bank of America Corporation O’Reilly Auto PartsPedersen & Hardy, P.C.*Pepsi-Cola Bottling CompanyState of Montana EmployeesStockman Bank

* New companies on the Honor Roll

** Results as of April 12, 2012

$2,499 – $1,000Brown Law Firm CenturyLink Cherry Tree Inn CTA Architects Engineers*D.A. Davidson & Co Energy Laboratories, Inc.*Family Service, Inc. Fiserv Galusha, Higgins & GalushaJohnson & Johnson Joseph Eve CPAs* Kirby Company Kohl’s Montana State University Billings New York Life Foundation RBC Wealth ManagementSchutz Foss ArchitectsState Farm InsuranceStreeter Brothers InsuranceTerrell’s Office Machines, Inc.*Xpedx

CIRCLE OF HONORThe “Circle of Honor” was created in 2003. This honor recognizes businesses that have truly supported the mission of United Way: To improve lives by mobilizing the caring power of the community. This award is designed to encompass not only dollar contributions, but also the quality of the campaign, the employee support specifically to United Way’s Community Care Fund, participation in other active United Way programs and other non-financial contributions.

Anderson ZurMuehlen & Co., P.C.ANVIL CorporationBillings Public SchoolsConocoPhillipsFirst Interstate BankGainan’s Flower and Garden CenterGE Capital, AmericasPayne Financial Group, Inc.PPL MontanaPPL Montana, ColstripRiverStone HealthSanderson StewartSt. Vincent HealthcareTarget StoresUnderriner MotorsUnited Way of Yellowstone CountyUPS Northwest DistrictUS BankValley Federal Credit UnionWells Fargo Bank, N.A.Wells Fargo Operations Center

OUTSTANDING LEADERSHIP GIVING CAMPAIGN AWARDTo recognize a company that conducts a leadership giving campaign with outstanding results.

Billings Clinic

and AwardsCIRCLE OF DISTINCTIONWe would like to recognize the companies who grew their campaign with an increase of 10% or more in employee giving and a $1,000 increase in total corporate, employee and special event giving.

Billings ClinicBillings Federal Credit UnionCHS Inc.DOWL HKMEide Bailly LLPExxonMobilMontana Rail LinkScheels All SportsTrueNorth SteelWyo-Ben

SPIRIT OF YELLOWSTONE COUNTYFor exemplifying the true spirit of what it means to LIVE UNITED, this company takes the lead in embracing United Way’s mission to “improve lives by mobilizing the caring power of the community.”

Yellowstone Electric

LIVE UNITED SPIRIT AWARDTo the volunteer who worked tirelessly and as a result, made a difference individually during the 2011 Campaign.

Dewey Algaard —scheels All sports, store Leader

2011 Campaign Results

n TOCqUEVILLE SOCIETY$10,000+ Bill & Mary Underriner

n SUMMIT MEMBERS$9,999 – $5,000

Richard K. Brown Janet & Vincent CarpenterJames Hengelfelt George Haddenhorst & D’Neale Parker Joy & Shane Ott Jim & Sandy RogersGeorge & Patty Selover Pete J. Simonich Joyce & Langdon Williams

n ALPINE MEMBERS $4,999 – $2,500

Dr. Michael S. Bush Fred & Lori ButtonLynne & Clayton Cummins Kellee & Ron FiskLance & Diane Franz Scott & Teresa HarringtonLew & Grace Hines Tom & Sandy HinesJoyce M. Jensen David & Elaine KinnardLyle & Toril Knight Kay Foster & Mike MatthewDr. Tersh & Jane McCracken Lori A. MillerMike & Jill Palmer Dr. Mark & Regan RumansMichael & Barbara Scheppele James R. ScottPaul Seyler Matthew W. SkokDr. Ron & Karin Smith Andy Boetticher & Dr. Michelle SpennyStewart & Mary Jane Taylor John E. TraegerDr. Nick Wolter

TIMBERLINE DONORS $2,499 – $1,000

Dr. Deborah G. AgnewDr. Hewes & Susan B. AgnewDuane & Kirsten AlgaardJerry & Wanda AndersonCraig & Jane AndersonMary Lynne ArthunTodd S. AtkinsonJack & Vicki AuzquiDr. Bruce & Susan BarrowRichard BartoskewitzJames D. BennettGreg BerkramPhil & Linda BoggioPaul A. & Linda BranumPaul L. BriggsDr. John R. BurgRichard J. BurtCarol & Mike BurtonMaryAnn CananDavid & Donna ChurchillKeith D. CookSteve & Jennifer CorningRichard & Cheri CoxDona & Monty CranstonDr. Kathleen C. DavisJeffery A. DavisJohn & Anne DeBooDr. John G. DenegreMike & Janet DevousBarbara L. DiehlDr. Eugen J. DolanWilliam P. DuganDarrell & Sally EhrlickPatrice & Mitch ElliottRobert & Krystal EminethStacey D. EmmettAlan & Jean FangsrudJohn FeltonSandra & Terry FladmoHal & Lori ForsethCynthia FosterBradley & Dede FullerMick & Lynnette GainanChuck GainanDr. Daniel & Karen GallGary C. GangnathDr. James S. & Peggy Good

Joel E. GuthalsGreg HalseyCurtis HarperEileen M. HatrelDayle HayesJohn Pete & Kathy HedgeCraig E. HeppGary & Audrey HinesDaniel HofferberH. Burton HoffmanChris & Tracy HoinessMark HolmRobin HorrellCharles S. HughesDr. Robert N. HurdTimothy P. JacksonDavid & Judy JohnsonAllan & Pat KarellArdyce & Bob KellyMary Kay & Pat KimmetDrs. Lawrence & Karen KleeSteve & Valarie KrumPam & Ed LarsenRick & Cindy LeutholdJoe LierowDr. Jeffry LindenbaumMalcolm & Karen LongJeremy E. LuntTiffany A. MaddenLori MaderMartha MahonDave & Pam MalekLeonard G. MalinDr. Benjamin & Mary Lou MarchelloDr. Virginia K. & Gregory MohlJames MortonMargaret A. MurryBarry NolanDaniel G. OakesDiana L. ParkerBruce C. ParkerMary K. PattisonDr. Charles Wittnam & Pat PayneDr. Walter & Mary PeetDarrin & Charity PeplinskiFritz & Judith Pierce

2011 Leaders In Giving

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Margaret PingDr. Mark E. RandakAllen & Kristin RapaczDee Ann RedmanSteven RestadThomas RodgersJim & Lin RoscoeEmily C. RoscoeDr. Scott K. RossTim & Sue RunkelDrs. James McMeekin & Kathleen RyanRobert & Pamela SandersonMichael & Sara SandersonKevin SandsteadDr. Patrick & Terry SauerDean & Colleen SchanzNancy K. SchienoSteve & Kathie ShanderaDr. John C. SilleryWilliam J. StarrDr. Charlotta Eaton & Curt StarrJill SterlingChris StevensDr. Giselle TanMartha & Cy TannerCurt Kochner & Susan ThomasMax E. ThorntonBill TiefenthalerTheresa L. TuckerSusan TuckerMatt & Nancy VertinDarryl L. WagnerBob & Gail WallerGeorge & Jean WallisSean K. WatersKathy S. Webster-JamesCharles WetheringtonJon WetmoreRay & Harriet WheartyThe White FamilyGayle & Bruce WhittenbergJay Yeager

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The BIG SKY CLUB recognizes leadership gifts to United Way of Yellowstone County’s Community Care Fund of $1,000 to $9,999 annually. People who give become a part of the fabric of change. They experience enthusiasm in their relationships with their communities and each other. Giving connects us with the very basic experience of what it means to be human—people helping people. Levels of giving include:

The TOCqUEVILLE SOCIETY serves as the highest model of philanthropic giving in United Way. The Society is comprised of philanthropic civic leaders who contribute $10,000 or more per year to help create a stronger community. The Society is named after Alexis de Tocqueville, who visited our country from France for nine short months in 1831. After this short visit, he wrote two volumes entitled: Democracy in America. In it, Tocqueville recognized, applauded, and immortalized American voluntary action on behalf of the common good.

UNITED WAY OF YELLOWSTONE COUNTY2010–2011 FINANCIALS

UNITED WAY OF YELLOWSTONE COUNTY STAFF

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Carol Burton Pam sandersonPresident/CEO Volunteer Center Director

kristin Lundgren katrina macLeodDirector of Impact Chief Financial Officer

gayle Whittenberg kristy DrakeDirector of Development Drug Free Communities Coordinator

Liz Eberlin Nathan stahleyVITA Coordinator Volunteer Engagement Manager

sara stout marilyn kleinResource Development Associate Accounting Associate

Debbie West Tari BurtSpecial Events Director and CFC Coordinator Office and Resource Coordinator

Our annual audit and 990 are available at

www.unitedwayyellowstone.org/aboutus/financials

s Individualss Corporationss Government Grantss Foundations (Campaign & Program Support)

s Program & Fee Incomes Investment Income

51%

10%

19%

4%

7%

9%

13%

2%

37%

17%

10%17%

4%

July 2010–June 30, 2011

REVENUE$2,569,143

As of 6/30/2011

ASSETS

Cash & Investments $ 2,700,483 Receivables & Other Assets $ 626,719

Total Assets $ 3,327,202 LIABILITIES & NET ASSETS

Total Liabilities $ 530,022 Net Assets Unrestricted $ 2,495,722 Permanently Restricted $ 301,458

TOTAL NET ASSETS $ 2,797,180

Total Liabilities & Net Assets $ 3,327,202

OPERATING PRINCIPLESTo be effective, United Way of Yellowstone County must:

• Identify a limited number of issues/outcomes for focus which are aligned with organizational priorities.

• Focus and provide greater concentration of efforts on long-term solutions with emergency/short-term needs still being addressed.

• Value the involvement of the community, the use of information and evaluation.

• Build on United Way of Yellowstone County’s strengths, assets and relationships.

United Way of Yellowstone County invests funds in our community to help people of all ages and every stage of their lives through Community grants to nonprofit agencies that deliver direct services every day; through Community Collaborations with nonprofit organizations, government, corporate and other community partners to broaden United Way’s reach and ability to affect even more lives; and through United Way of Yellowstone County Led Programs to meet our community’s most pressing unmet needs.

L to R, Back row: Katrina Macleod, Kristin Lundgren, Tari Burt, Debbie West, Carol Burton, Pam Sanderson, Sara Stout, Liz Eberlin, Marilyn Klein. Front row: Gayle Whittenberg, Nathan Stahley, Kristi Drake

July 2010–June 30, 2011

EXPENSES$2,328,712

51%

10%

19%

4%

7%

9%

13%

2%

37%

17%

10%17%

4%

s Helping Youth Achieve Their Potentials Promoting Financial Stability & Independences Drug-free Community Coalitions Volunteer Centers Fundraising/Campaigns Gifts Designated by Donors to Nonprofitss Management General

PO Box 669 Billings, MT 59103 • 406.252.3839 • www.unitedwayyellowstone.org

United Way of Yellowstone County