2018 ANNUAL REPORT

UNITED WE WIN

Investment breakdown: Health: 6%Education: 29%Financial Stability: 16%Essential Needs: 49%

INVESTING IN NORTHWEST LOUISIANA

ALICE®

Bienville14,122 Residents5,738 Households

Median Household income: $32,556

49% are struggling to make ends meet

Bossier125,064 Residents47,072 Households

Median Household income: $32,892

45% are struggling to make ends meet Webster

40,890 Residents15,806 Households

Median Household income: $38,640

55% are struggling to make ends meet

Claiborne16,817 Residents5,828 Households

Median Household income: $37,176

61% are struggling to make ends meet

Natchitoches39,359 Residents14,393 Households

Median Household income: $32,004

59% are struggling to make ends meetSabine

24,286 Residents8,984 Households

Median Household income: $31,572

50% are struggling to make ends meet

Red River8,937 Residents3,491 HouseholdsMedian Household income: $33,456

49% are struggling to make ends meet

Desoto26,968 Residents10,259 HouseholdsMedian Household income: $45,636

46% are struggling to make ends meet

Caddo252,603 Residents96,532 HouseholdsMedian Household income: $38,844

53% are struggling to make ends meet

Winn15,000 Residents5,440 Households

Median Household income: $35,040

52% are struggling to make ends meet

United, We Fight for

Louisiana’s state average Household Income is $35,781

NOTE: The Federal Poverty Level is $11,670 for a single adult and the $23,850 for a family of four.

16%FinancialStability49%

Essential Needs 29%

Education

6%Health

122,383 LIVES CHANGED $1,236,148 INVESTMENT

58 LOCAL COMMUNITY PROGRAMS FUNDED

“ALICE families play a critical role in keeping Louisiana’s economic engine running, but they aren’t always sure they can put food on their own tables,”

-Sarah Berthelot, President of Louisiana Association of United Ways

United Way of Northwest Louisiana fights for the health, education, financial stability and essential needs of everyone in our community.

Revenues ......................................................................$1,707,500.90Expenditures ................................................................$1,891,730.65Profit/Loss .................................................................... -$184,229.75Assets ............................................................................$1,055,774.22Liabilities .........................................................................$309,574.14Net Assets .......................................................................$746,200.08*Financial summary for fiscal year ending 12/31/2018, subject to audit.

Total Revenue cash + donated goods = ......................$1,993,432.76

Asset Limited Income Constrained Employed

3 Utilities 3 Housing 3 Food 3 Health Care 3 Furniture 3 Transportation 3 Family Support Services 3 Legal Help 3 Employment 3 Mental Health Addictions

Top Needs Met

EVENTS VOLUNTEERS HOURS VALUEBack to School 235 523 $12,625.22Board / Committee Meetings 212 213 $5,141.82Corporate Engagement 367 710.5 $17,151.47Day of Caring - Minden 88 176 $4,248.64Day of Caring - SBC 688 2470 $59,625.80Day of Service - Bossier 593 1779 $42,945.06Financial Stability 38 105 $2,534.70Other United Way Activities 67 187.5 $4,526.25United Way Volunteer Staff 13 35 $844.90

TOTAL 2,301 6,199 $149,643.86

STRATEGIC VOLUNTEER ENGAGEMENT (SVE) COMMITTEE• Chair- Robyn Fawley, McElroy Metal

• John Tuggle, Shreve Memorial Library

• Wesley Lazarus, Progressive Bank

• Cynthia Lesinski, U.S. Air Force at Barksdale Air Force Base

JAN 18

FEB 18

MAR 18

APR 18

MAY 18

JUNE 18

JULY 18

AUG 18

SEPT 18

OCT 18

NOV 18

DEC 18

JAN 18 502

FEB 1 479

MAR 18 545

APR 18 754

MAY 18 760

JUNE 18 685

JULY 18 853

AUG 18 888

SEPT 18 799

OCT 18 724

NOV 18 699

DEC 18 650

0 200 400 600 800 1000

MONTH OPERATIONAL

NUMBER OF CALLS

400

600

800

1000

Dec 18Nov 18Oct 18Sept 18Aug 18July 18June 18May 18Apr 18Mar 18Feb 18 Jan 18

2-1-1 is a free, confidential referral and information helpline that connects people of all ages and from all communities to the essential health and human services they need, 24 hours a day, seven days a week. During 2018, more than 8,300 calls for help were answered.

Volunteers donated nearly

6,200 HoursUnited Way of NWLA connects volunteers and nonprofits together as well as businesses with team-building projects.

New Born Learning Trail installation by the Natchitoches Regional Medical Center Foundation for children at William Ross Park.

Healthy garden beds built and planted at two Caddo Transformation Zone Schools located in food deserts.

Literacy kits sent to Transformation Zone Schools in Caddo Parish and children at Providence House – sponsored and created by Shreve Memorial Library employees.

Red River Parish Schools students received brand new back-to-school supplies.

1 100

6 750

2018 Corporate Volunteer Project Highlight Results:

Financial Stability

Bank On Opens More Than 501 New Bank Accounts Bank On NWLA helps the unbanked and underbanked achieve financial stability across Caddo, Bossier, Webster, Bienville and Claiborne Parishes.

Bank On Partners & Sponsors• BancorpSouth • Campus Federal Credit Union• Capital One • Cross Keys Bank • Gibsland Bank & trust • Home Federal Bank • IBERIABANK • MidSouth Bank • Origin Bank • Pelican State Credit Union • Progressive Bank • Red River Bank • Red River Credit Union

Proud Community Partners• City of Shreveport • Internal Revenue Service (IRS) • Federal Deposit Insurance Corporation (FDIC)• Federal Reserve Bank of Dallas

Financial Literacy Partners• Catholic Charities of North Louisiana• Highland Center Ministries• Multi-Cultural Development Center (MCDC)

6,281 Local ResidentsVITAThe Volunteer Income Tax Assistance program allows any household with an income of $55,000 or less to have their returns prepared for free.

Parish # of Returns Refunds Savings in Fees Caddo/Bossier 5,325 $6,480,806 $1,065,000 Natchitoches 245 $322,625 $49,000 Webster 405 $504,196. $81,000

Total 5,975 $7,307,627 $1,195,000

MyFreeTaxes# of Returns ........................................ 306EITC Refunds.......................$271,322.00# of EITC Returns .............................. 104Refunds ................................$625,459.00

Last Summer, United Way of Northwest Louisiana was named the nonprofit provider for the Financial Empowerment Center (FEC) in partnership with the City of Shreveport. The FEC offers free, high-quality one-on-one financial counseling services for low income residents.

The Cities for Financial Empowerment Fund (CFE Fund) announced plans in November 2017 to replicate the proven Financial Empowerment Center model thanks to a $7.7M investment from Bloomberg Philanthropies as part of its American Cities Initiative. Shreveport is one of 26 local governments across the country to be selected as initial grantees of the expanded program. The center will operate to meet with local residents and help them build assets, reduce debt, budget for the future, improve their credit scores and access safe and affordable banking services.

(Number reflects 5 of 13 institutions reporting on average)

Savings in Fees$61,200.00

served through Free Tax Preparation Programs

Sponsored in part by

Sponsored in part by

FamilyWizeFamilywize saves NWLA residents on average, 43 percent of the cost of their prescriptions to anyone in the ten parish region who registers to participate. In 2018, 4,584 residents were served and saved an average amount of $45.05 on their prescriptions

Bossier ........................................................ $20,889.78Caddo..........................................................$170,827.11De Soto ................................................................$38.76Natchitoches .................................................. $909.19Sabine ............................................................. $3236.44Webster .......................................................$10,610.35

Total ...........................$206,511.63

Webster, Bienville, Claiborne CenterLocated at 202 Miller St. in Minden, United Way’s Webster, Bienville, Claiborne Center offers resources to improve lives in the eastern portion of our service area. The center houses eight area nonprofits that provide services to the community ranging from job placement to food assistance.

Tenants• Community First High School• Food Bank of Northwest Louisiana• Goodwill Industries of North Louisiana• Pregnancy Aid Center• Project Celebration• Project Reclaim• The Philadelphia Center• Vision for Inspiring & Encouraging Lives (VIEL)

Advisory CouncilStephanie Barnette, Greater Minden ChamberVicki Caskey, Wigging OutMelinda Davidson, Webster Parish Community ServicesMayor Terry Gardner, City of MindenTammy Jump, Bienville Parish District Attorney’s OfficeGreg Lee, Gibsland Bank & TrustPhilip McInnis, McInnis Brothers ConstructionGregory Pearson, Minden Medical CenterAndy Pendergrass, Argent Financial GroupTy Pendergrass, Argent Financial Group Trey Waller, Living Word Worship CenterJill Waltemate, Bienville Community Coalition Council

Disaster Relief$217,725 Awarded in Emergency Food and Shelter FundsUnited Way NWLA coordinated the Emergency Food and Shelter Program for Caddo, Bossier, DeSoto and Natchitoches parishes. The program administered by the Department of Homeland Security supplemented and expanded the ongoing work of local organizations.

In July and August, Dolly Parton’s Imagination Library expanded into new territory. The program is now available to all children under five living in Webster Parish thanks to Fibrebond. Atmos Energy and the Rotary Club of Many answered that same call for children in Sabine parish to also have access to this educational program.

Dolly Parton’s Imagination Library

Sights and Sounds provides financial assistance to children in Caddo and Bossier parish schools. These students are provided an eye or hearing exam, prescription glasses and/or hearing

aids. During 2018, five children received eyeglasses for a total value of $452.66.

ENROLLMENT BY PARISH AS OF DECEMBER 31, 2018 4,713

ENROLLED

40,751 BOOKS MAILED

$85,577.10 VALUE

2495 ENROLLMENTS, A 23% INCREASE

BienvilleAvailable for Sponsorship

Bossier*1,437

Webster591

ClaiborneAvailable for Sponsorship

Natchitoches1,061Sabine

304

Red River165Desoto

580

Caddo*575

WinnAvailable for Sponsorship

*Parish numbers reflect specific zip codes only. United Way is working hard in the community to find sponsors so children throughout these entire parishes can benefit from this program.

Funded Programs:• Bossier Council on Aging• Bossier Office of

Community Services• Caddo Community Action

Agency• Catholic Charities• Christian Services• Community Support

Programs• DeSoto Office of

Community Services• Natchitoches Council on

Aging

• NWLA Food Bank—Caddo

• NWLA Food Bank—DeSoto

• Project Celebration—Caddo/Bossier

• Project Celebration—Natchitoches

• Providence House• Salvation Army• VOA

Nonprofit AcademyIn June, the second United Way Executive Academy graduated following a five-month course. This academy gives local nonprofit leaders an opportunity to improve their leadership skills and their agency’s capacity. The program began February 20 and concluded May 15. The series, sponsored by BHP, was led by Baton Rouge based management and strategic consulting firm Emergent Method.

Workplace Giving Honorees

Top 5 Campaigns• AEP SWEPCO/IBEW Local 329• Caddo Parish Public Schools• Calumet Shreveport Lubricants & Waxes• International Paper, Mansfield Mill• Zachry Group

Diamond Award• 250+ Employees: AEP SWEPCO/IBEW Local 329• 100-249 Employees: McElroy Metal• 50-99 Employees: Heard, McElroy & Vestal, LLC• 49 or fewer Employees: Kinsey Interests

Live United Award • Red River Credit Union

Movers & Shakers• Zachry Group• Origin Bank• International Paper, Red River Mill• Webster Parish Council on Aging

Life of the Party• Shreve Memorial Library

Outstanding Coordinator Nominees• Robyn Fawley, McElroy Metal• Dustin LaRoux, Enterprise• Victoria Lemane, International Paper-Red River Mill

� Vickie Brumley, Care Pregnancy Center� Monique Bryant, Providence House� Vicky Caskey, Wiggin Out� Teresa Cooper, Family Resources for Education &

Empowerment� Judy Daniels, Campti Community Development Center� Terri Hines, Sadies Armes Inc.� Meghan Hochstetler, Robinson Film Center� Debbie Hollis, Works in Progress Louisiana� Betty Johnson, St. Luke’s Mobile Medical Ministry� Robin Jones, Bossier Arts Council

� Heather Kleckinger-Craven, Louisiana Association on Compulsive Gambling

� Hershey Krippendorf, The Philadelphia Center

� Rae Phillips, Friends of MLK

� Christie Rodriguez, Renzi Education & Arts Center

� Terri Schaffner, Active Recovery Foundation Inc.

� Jessica Schiele, Cohabitat Foundation

� Lisa Sweeney, Sisters International Inc.

� Nina Webster, Successfully Preparing Our Teens (SPOT)

� Sarah Williams Shoup, Common Ground Community, Inc.

2018 Board of Directors

John Adams MarketPlace Chevrolet Buick

Merritt Chastain Attorney

Dr. Larry Clark Louisiana State University

Dr. Jerome Cox We Care Ministries

Rep. Kenny Cox Louisiana House of Representatives, District 23

Renee’ Ellis Caddo Parish Public Schools

Mark Evans Regions Bank

Dr. Gayle Flowers Bossier Parish Community College

Hardy Foreman Carr, Riggs and Ingram

John Hayter Hayter/Reynolds

Lynn Higginbotham Argent Financial

Wendy Horton Langley Parks Horton & Maxwell

Joe Kane Carr, Riggs & Ingram

Steve Kiraly Centerpoint Energy

Kevin May May & Company, LLC Real Estate Services

Jane Molloy Community Volunteer

Peggy Ramey BHP

Mike Salter Realty Executives

John Schmidt John Schmidt CPA

Jim Shockley Gordon, Inc.

Delton Smith SMC Hotels

Mark Snow Aillet, Fenner, Jolly & McClelland

Matt Snyder Pinpoint Local Marketing

Merrill Wautlet Cross Keys Bank

Kamesha West Walmart Neighborhood Market

Dr. Bruce Willson United Way of Northwest Louisiana

C.R. “Buddy” Wood CR Wood Insurance Agency Inc.

Stefanie Y’Barbo BancorpSouth Bank

“2018 was one filled with challenges and opportunities. We elected to champion more proprietary programs that benefited our ten parish region as a whole while maximizing available resources to continue to support our partner agencies that also serve our communities. Launching and funding 211, promoting Dolly Parton’s Imagination Library, operating the Bank On Northwest Louisiana initiative, and awarding grants to numerous nonprofits that take care of our neighbors were all major accomplishments in 2018. I offer my heartfelt thanks to our staff and board for their hard work and dedication to our community.”

Merrill Wautlet 2018 Chairman of the Board

UNITEDWAYNWLA.ORG

United Way of Northwest Louisiana 820 Jordan St., Ste. 370

Shreveport, LA 71101318-677-2504

Webster, Bienville, Claiborne Center202 Miller St.,

Minden, LA 71055318-677-2504, Ext. 140

� January

� � March

� � May

More than $1.1M invested into local community impact programs

�

� JulyInvested more than 500 volunteer hours into back to school drives for local children

�

� SeptemberUnited Way Worldwide Chief Marketing Officer, Lisa Bowman, visits NWLA to attend leadership dinner and campaign kickoff

�

� November

�

FebruaryOfficially launched the 2-1-1

help line to the public.

AprilReached more than 6,200

people through free tax preparation programs

June Natchitoches Born

Learning Trail is installed at William Ross Park, Launched

Dolly Parton’s Imagination Library in Webster Parish.

AugustLaunched Dolly Parton’s

Imagination Library in Sabine Parish, provided

all K-12 Red River Parish School students with school

supplies.

October Provided strategic

community engagement opportunities to more than 60 Navy volunteers for the

annual Navy Week Outreach Program

December

2018 IN REVIEW